13F QoQ Ownership Changes
TKO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 125 new · 238 added · 296 reduced · 71 exited
New Positions(125)
Added To(238)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 1,268,239 | +1,267,073 | $265.1M | +$264.8M | 108668.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,185,769 | +1,128,749 | $665.8M | +$250.4M | 54.9% |
| BlackRock, Inc. | 5,196,729 | +472,805 | $1.09B | +$132.1M | 10.0% |
| CI INVESTMENTS INC. | 400,495 | +62,284 | $83.7M | +$83.6M | 18.4% |
| TREMBLANT CAPITAL GROUP | 640,684 | +391,198 | $133.9M | +$83.5M | 156.8% |
| Royal Bank of Canada | 547,602 | +323,320 | $114.4M | +$77.0M | 144.2% |
| Gates Capital Management, Inc. | 829,869 | +294,923 | $173.4M | +$65.4M | 55.1% |
| XN LP | 2,866,943 | +169,574 | $599.2M | +$54.4M | 6.3% |
| Woodline Partners LP | 383,553 | +210,008 | $80.2M | +$45.1M | 121.0% |
| Ninety One UK Ltd | 5,006,158 | +42,156 | $1.05B | +$43.8M | 0.8% |
| GOLDMAN SACHS GROUP INC | 887,764 | +167,753 | $185.5M | +$40.1M | 23.3% |
| AMERICAN CENTURY COMPANIES INC | 877,209 | +151,060 | $183.3M | +$36.7M | 20.8% |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 355,037 | +157,034 | $74.2M | +$34.2M | 79.3% |
| AMERIPRISE FINANCIAL INC | 1,023,308 | +118,207 | $213.9M | +$31.1M | 13.1% |
| RAYMOND JAMES FINANCIAL INC | 527,716 | +111,649 | $112.0M | +$28.0M | 26.8% |
| CITIGROUP INC | 299,453 | +122,474 | $62.6M | +$26.8M | 69.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,855,077 | +49,486 | $387.1M | +$23.1M | 2.7% |
| Bank of New York Mellon Corp | 433,460 | +92,512 | $90.6M | +$21.7M | 27.1% |
| CAT ROCK CAPITAL MANAGEMENT LP | 298,011 | +71,411 | $62.3M | +$16.5M | 31.5% |
| MILLENNIUM MANAGEMENT LLC | 113,545 | +74,571 | $23.7M | +$15.9M | 191.3% |
| UBS Group AG | 1,299,162 | +25,020 | $271.5M | +$14.2M | 2.0% |
| WELLS FARGO & COMPANY/MN | 335,411 | +31,890 | $70.1M | +$8.8M | 10.5% |
| ENVESTNET ASSET MANAGEMENT INC | 211,445 | +32,288 | $44.2M | +$8.0M | 18.0% |
| SOROS FUND MANAGEMENT LLC | 635,583 | +15,576 | $132.8M | +$7.6M | 2.5% |
| Sycale Advisors (NY) LLC | 99,014 | +34,155 | $20.7M | +$7.6M | 52.7% |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 88,500 | +34,200 | $18.5M | +$7.5M | 63.0% |
| Walleye Trading LLC | 126,359 | +32,173 | $26.4M | +$7.4M | 34.1% |
| PEAK6 LLC | 213,956 | +27,256 | $44.7M | +$7.0M | 14.6% |
| BARCLAYS PLC | 500,811 | +82,285 | $91.1M | +$6.6M | 19.7% |
| MARSICO CAPITAL MANAGEMENT LLC | 127,337 | +27,390 | $26.6M | +$6.4M | 27.4% |
| Northern Right Capital Management, L.P. | 128,326 | +26,102 | $26.8M | +$6.2M | 25.5% |
| DigitalBridge Group, Inc. | 182,169 | +22,101 | $38.1M | +$5.7M | 13.8% |
| BNP PARIBAS | 28,320 | +26,123 | $6.0M | +$5.6M | 1189.0% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 27,709 | +26,506 | $5.8M | +$5.5M | 2203.3% |
| Caption Management, LLC | 42,805 | +25,000 | $8.9M | +$5.4M | 140.4% |
| PANAGORA ASSET MANAGEMENT INC | 26,082 | +22,503 | $5.5M | +$4.7M | 628.8% |
| Driehaus Capital Management LLC | 158,847 | +17,116 | $33.2M | +$4.6M | 12.1% |
| Empowered Funds, LLC | 21,999 | +20,701 | $4.6M | +$4.3M | 1594.8% |
| CONGRESS ASSET MANAGEMENT CO | 546,930 | +1,851 | $114.3M | +$4.2M | 0.3% |
| LPL Financial LLC | 98,708 | +15,857 | $20.6M | +$3.9M | 19.1% |
| Quantinno Capital Management LP | 53,560 | +14,436 | $11.2M | +$3.3M | 36.9% |
| Federation des caisses Desjardins du Quebec | 15,375 | +14,271 | $3.2M | +$3.0M | 1292.7% |
| PALISADE CAPITAL MANAGEMENT, LP | 46,644 | +11,819 | $9.7M | +$2.7M | 33.9% |
| Gotham Asset Management, LLC | 66,841 | +8,303 | $14.0M | +$2.1M | 14.2% |
| SIG BROKERAGE, LP | 13,800 | +10,000 | $2.9M | +$2.1M | 263.1% |
| Nuveen, LLC | 186,989 | +3,790 | $39.1M | +$2.1M | 2.1% |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 15,000 | +9,000 | $3.1M | +$1.9M | 150.0% |
| BRAUN STACEY ASSOCIATES INC | 126,992 | +4,781 | $26.5M | +$1.9M | 3.9% |
| BARLOW WEALTH PARTNERS, INC. | 131,230 | +1,030 | $26.2M | +$1.9M | 0.8% |
| TORONTO DOMINION BANK | 25,555 | +7,521 | $5.3M | +$1.7M | 41.7% |
| Swiss National Bank | 137,800 | +3,100 | $28.8M | +$1.6M | 2.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 85,707 | +4,879 | $17.9M | +$1.6M | 6.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 16,652 | +7,116 | $3.5M | +$1.6M | 74.6% |
| Amundi | 141,073 | +46 | $29.5M | +$1.5M | 0.0% |
| Draper Asset Management, LLC | 12,484 | +7,176 | $2.6M | +$1.5M | 135.2% |
| Silvant Capital Management LLC | 14,896 | +6,689 | $3.1M | +$1.5M | 81.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 80,196 | +5,211 | $16.6M | +$1.5M | 6.9% |
| CIBC Asset Management Inc | 15,219 | +6,295 | $3.2M | +$1.4M | 70.5% |
| Allianz Asset Management GmbH | 43,854 | +5,198 | $9.2M | +$1.4M | 13.4% |
| TD PRIVATE CLIENT WEALTH LLC | 6,601 | +6,451 | $1.4M | +$1.3M | 4300.7% |
| BANK OF MONTREAL /CAN/ | 40,890 | +5,018 | $8.5M | +$1.3M | 14.0% |
| Vestmark Advisory Solutions, Inc. | 20,003 | +5,705 | $4.2M | +$1.3M | 39.9% |
| Sustainable Insight Capital Management, LLC | 7,100 | +6,100 | $1.5M | +$1.3M | 610.0% |
| Consolidated Planning Corp | 37,673 | +4,706 | $7.9M | +$1.2M | 14.3% |
| VICTORY CAPITAL MANAGEMENT INC | 43,830 | +3,657 | $9.2M | +$1.0M | 9.1% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 8,687 | +6,627 | $1.5M | +$1.0M | 321.7% |
| DEUTSCHE BANK AG\ | 121,420 | +899 | $25.4M | +$1.0M | 0.7% |
| Farringdon Capital, Ltd. | 5,968 | +4,854 | $1.2M | +$1.0M | 435.7% |
| MML INVESTORS SERVICES, LLC | 12,728 | +4,285 | $2.7M | +$955.0K | 50.8% |
| Cetera Investment Advisers | 20,500 | +3,980 | $4.3M | +$948.1K | 24.1% |
| NISA INVESTMENT ADVISORS, LLC | 36,622 | +3,280 | $7.7M | +$920.2K | 9.8% |
| NATIONAL BANK OF CANADA /FI/ | 22,915 | +3,652 | $4.8M | +$898.5K | 18.9% |
| PINNACLE ASSOCIATES LTD | 50,401 | +1,744 | $10.5M | +$707.1K | 3.6% |
| Triavera Capital LLC | 66,771 | +1,171 | $14.0M | +$706.6K | 1.8% |
| Advisors Asset Management, Inc. | 8,359 | +2,882 | $1.7M | +$640.9K | 52.6% |
| Quantbot Technologies LP | 22,830 | +2,054 | $4.8M | +$575.5K | 9.9% |
| Walleye Capital LLC | 4,873 | +2,655 | $1.0M | +$570.5K | 119.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 66,060 | +454 | $13.8M | +$556.8K | 0.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 16,928 | +2,009 | $3.5M | +$524.9K | 13.5% |
| ASSETMARK, INC | 21,985 | +1,832 | $4.6M | +$524.8K | 9.1% |
| NewEdge Wealth, LLC | 17,702 | +709 | $3.7M | +$518.0K | 4.2% |
| Tower Research Capital LLC (TRC) | 3,121 | +2,433 | $652.3K | +$513.3K | 353.6% |
| DoubleLine ETF Adviser LP | 9,788 | +2,199 | $2.0M | +$513.0K | 29.0% |
| Mirae Asset Global Investments Co., Ltd. | 12,009 | +1,923 | $2.5M | +$472.9K | 19.1% |
| TRUIST FINANCIAL CORP | 22,224 | +1,519 | $4.6M | +$463.3K | 7.3% |
| State of Tennessee, Department of Treasury | 39,719 | +2,135 | $8.0M | +$455.8K | 5.7% |
| BOOTHBAY FUND MANAGEMENT, LLC | 60,144 | +25 | $12.6M | +$428.5K | 0.0% |
| STRS OHIO | 59,847 | +3 | $12.5M | +$421.9K | 0.0% |
| Balyasny Asset Management L.P. | 16,379 | +1,449 | $3.4M | +$407.9K | 9.7% |
| NewEdge Advisors, LLC | 2,281 | +1,852 | $476.8K | +$390.2K | 431.7% |
| Gerber Kawasaki Wealth & Investment Management | 5,917 | +1,538 | $1.3M | +$373.4K | 35.1% |
| AQR CAPITAL MANAGEMENT LLC | 5,973 | +1,625 | $1.2M | +$370.2K | 37.4% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 3,362 | +2,355 | $562.7K | +$359.4K | 233.9% |
| Orion Porfolio Solutions, LLC | 3,232 | +1,589 | $675.5K | +$343.6K | 96.7% |
| Creative Planning | 15,134 | +1,172 | $3.2M | +$343.2K | 8.4% |
| Prestige Wealth Management Group LLC | 3,236 | +1,870 | $616.1K | +$340.2K | 136.9% |
| Atria Investments, Inc | 7,804 | +1,394 | $1.6M | +$336.5K | 21.7% |
| MRA Advisory Group | 2,498 | +1,486 | $522.0K | +$317.7K | 146.8% |
| MUFG Securities EMEA plc | 2,718 | +1,397 | $568.1K | +$301.3K | 105.8% |
| Compagnie Lombard Odier SCmA | 15,220 | +910 | $3.2M | +$290.9K | 6.3% |
| KLP KAPITALFORVALTNING AS | 15,400 | +900 | $3.2M | +$290.2K | 6.2% |
| Moran Wealth Management, LLC | 39,082 | +39 | $8.2M | +$283.0K | 0.1% |
| Envestnet Portfolio Solutions, Inc. | 10,381 | +1,037 | $2.2M | +$282.6K | 11.1% |
| Kestra Advisory Services, LLC | 2,585 | +1,254 | $540.2K | +$271.3K | 94.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 32,714 | +172 | $6.8M | +$268.3K | 0.5% |
| Cerity Partners LLC | 3,049 | +1,206 | $637.5K | +$265.3K | 65.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9,547 | +962 | $2.0M | +$261.5K | 11.2% |
| JONES FINANCIAL COMPANIES LLLP | 1,945 | +1,174 | $406.5K | +$252.8K | 152.3% |
| JANUS HENDERSON GROUP PLC | 31,620 | +85 | $6.6M | +$240.6K | 0.3% |
| HighTower Advisors, LLC | 25,775 | +330 | $5.4M | +$238.9K | 1.3% |
| Triasima Portfolio Management inc. | 12,668 | +675 | $2.6M | +$225.5K | 5.6% |
| Farther Finance Advisors, LLC | 2,320 | +1,018 | $484.9K | +$221.9K | 78.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 21,971 | +331 | $4.6M | +$221.5K | 1.5% |
| Crossmark Global Holdings, Inc. | 3,821 | +959 | $798.6K | +$220.6K | 33.5% |
| BANK OF NOVA SCOTIA | 5,676 | +881 | $1.2M | +$217.9K | 18.4% |
| Corient Private Wealth LLC | 5,582 | +794 | $1.2M | +$199.2K | 16.6% |
| MACKENZIE FINANCIAL CORP | 7,526 | +536 | $1.6M | +$197.0K | 7.7% |
| M&T Bank Corp | 2,277 | +865 | $475.6K | +$190.3K | 61.3% |
| XPONANCE, INC. | 8,898 | +623 | $1.9M | +$188.5K | 7.5% |
| HARBOUR INVESTMENTS, INC. | 927 | +887 | $193.7K | +$185.7K | 2217.5% |
| Rockefeller Capital Management L.P. | 1,491 | +865 | $311.8K | +$185.3K | 138.2% |
| Vanguard Personalized Indexing Management, LLC | 9,169 | +593 | $1.9M | +$184.1K | 6.9% |
| GUGGENHEIM CAPITAL LLC | 7,787 | +573 | $1.6M | +$170.5K | 7.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,970 | +739 | $1.0M | +$170.4K | 17.5% |
| ProShare Advisors LLC | 13,157 | +374 | $2.7M | +$168.2K | 2.9% |
| O'Keefe Stevens Advisory, Inc. | 9,052 | +513 | $1.9M | +$167.4K | 6.0% |
| BROWN BROTHERS HARRIMAN & CO | 869 | +769 | $181.6K | +$161.4K | 769.0% |
| Global Retirement Partners, LLC | 832 | +741 | $173.9K | +$155.5K | 814.3% |
| FORA Capital, LLC | 7,933 | +489 | $1.7M | +$154.6K | 6.6% |
| Aberdeen Group plc | 4,431 | +651 | $926.1K | +$149.9K | 17.2% |
| CAPTRUST FINANCIAL ADVISORS | 1,927 | +633 | $402.7K | +$141.3K | 48.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,803 | +455 | $1.4M | +$139.7K | 7.2% |
| PNC Financial Services Group, Inc. | 5,992 | +450 | $1.3M | +$133.1K | 8.1% |
| SUMITOMO LIFE INSURANCE CO | 16,764 | +72 | $3.5M | +$132.6K | 0.4% |
| Morse Asset Management, Inc | 1,872 | +547 | $391.2K | +$123.7K | 41.3% |
| US BANCORP \DE\ | 1,668 | +529 | $348.7K | +$118.6K | 46.4% |
| &PARTNERS | 6,016 | +379 | $1.3M | +$116.2K | 6.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 1,979 | +429 | $413.6K | +$100.5K | 27.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,373,243 | +395,040 | $496.0K | +$96.5K | 20.0% |
| WBI INVESTMENTS, LLC | 5,373 | +276 | $1.1M | +$93.6K | 5.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,081 | +388 | $434.9K | +$93.0K | 22.9% |
| QRG CAPITAL MANAGEMENT, INC. | 3,158 | +307 | $660.1K | +$84.3K | 10.8% |
| STRATEGY ASSET MANAGERS LLC | 4,160 | +267 | $869.4K | +$83.2K | 6.8% |
| Stablepoint Partners, LLC | 8,987 | +99 | $1.9M | +$83.1K | 1.1% |
| GAMMA Investing LLC | 3,032 | +302 | $633.7K | +$82.3K | 11.1% |
| Vise Technologies, Inc. | 2,337 | +323 | $488.5K | +$81.8K | 16.0% |
| Canada Post Corp Registered Pension Plan | 1,370 | +370 | $286.3K | +$81.0K | 37.0% |
| Norinchukin Bank, The | 4,003 | +261 | $836.6K | +$80.9K | 7.0% |
| Optimize Financial Inc | 7,748 | +108 | $1.6M | +$76.4K | 1.4% |
| OPPENHEIMER & CO INC | 1,724 | +314 | $360.3K | +$75.6K | 22.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 9,409 | +35 | $2.0M | +$73.3K | 0.4% |
| Apollon Wealth Management, LLC | 1,404 | +296 | $293.4K | +$69.7K | 26.7% |
| Wealthfront Advisers LLC | 2,235 | +267 | $467.1K | +$69.7K | 13.6% |
| Resona Asset Management Co.,Ltd. | 4,079 | +156 | $858.7K | +$64.0K | 4.0% |
| IHT Wealth Management, LLC | 8,171 | +30 | $1.7M | +$63.6K | 0.4% |
| FIFTH THIRD BANCORP | 1,251 | +251 | $261.5K | +$59.5K | 25.1% |
| SIMON QUICK ADVISORS, LLC | 7,358 | +6 | $1.5M | +$53.0K | 0.1% |
| AlphaQuest LLC | 1,343 | +207 | $280.7K | +$51.3K | 18.2% |
| Prosperity Consulting Group, LLC | 2,381 | +169 | $497.6K | +$50.9K | 7.6% |
| Brooklyn Investment Group | 1,909 | +115 | $412.4K | +$50.2K | 6.4% |
| Parallel Advisors, LLC | 1,066 | +207 | $222.8K | +$49.3K | 24.1% |
| Snowden Capital Advisors LLC | 3,306 | +125 | $691.0K | +$48.5K | 3.9% |
| HB Wealth Management, LLC | 2,195 | +156 | $458.8K | +$47.0K | 7.7% |
| ALTFEST L J & CO INC | 5,519 | +34 | $1.2M | +$45.8K | 0.6% |
| HUNTINGTON NATIONAL BANK | 4,199 | +76 | $877.6K | +$44.9K | 1.8% |
| CIBC Private Wealth Group LLC | 704 | +190 | $147.1K | +$43.3K | 37.0% |
| Wealth Management Associates, Inc. | 2,445 | +124 | $511.0K | +$42.3K | 5.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 1,629 | +150 | $340.5K | +$41.8K | 10.1% |
| Concurrent Investment Advisors, LLC | 1,437 | +145 | $300.2K | +$39.3K | 11.2% |
| Quarry LP | 282 | +174 | $58.9K | +$37.1K | 161.1% |
| NEOS Investment Management LLC | 4,595 | +15 | $960.4K | +$35.4K | 0.3% |
| Horizon Investments, LLC | 2,130 | +97 | $445.2K | +$34.6K | 4.8% |
| Sterling Capital Management LLC | 2,549 | +66 | $532.7K | +$31.3K | 2.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,199 | +71 | $459.6K | +$29.8K | 3.3% |
| CreativeOne Wealth, LLC | 2,586 | +54 | $540.5K | +$29.2K | 2.1% |
| STEPHENS INC /AR/ | 2,160 | +56 | $451.4K | +$26.5K | 2.7% |
| Clearstead Advisors, LLC | 177 | +124 | $37.0K | +$26.3K | 234.0% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 130,349 | +124,930 | $27.2K | +$26.1K | 2305.4% |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,425 | +72 | $297.8K | +$24.6K | 5.3% |
| FOUNDERS FINANCIAL SECURITIES LLC | 1,094 | +81 | $228.6K | +$24.0K | 8.0% |
| Frank, Rimerman Advisors LLC | 1,783 | +56 | $372.6K | +$23.9K | 3.2% |
| Colonial River Investments, LLC | 1,414 | +61 | $295.5K | +$22.3K | 4.5% |
| Atlantic Union Bankshares Corp | 278 | +100 | $58.1K | +$22.2K | 56.2% |
| Somerset Trust Co | 2,187 | +32 | $457.1K | +$21.9K | 1.5% |
| Smartleaf Asset Management LLC | 305 | +84 | $65.3K | +$20.0K | 38.0% |
| CERTUITY, LLC | 1,484 | +46 | $310.2K | +$19.8K | 3.2% |
| Waverly Advisors, LLC | 1,460 | +46 | $305.1K | +$19.6K | 3.3% |
| LORD, ABBETT & CO. LLC | 138,474 | +90,924 | $28.9K | +$19.3K | 191.2% |
| BURNEY CO/ | 2,185 | +13 | $456.7K | +$18.0K | 0.6% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1,884 | +23 | $393.8K | +$17.9K | 1.2% |
| Essex Financial Services, Inc. | 1,174 | +40 | $245.3K | +$16.3K | 3.5% |
| GREENLEAF TRUST | 1,524 | +25 | $318.5K | +$15.8K | 1.7% |
| Steward Partners Investment Advisory, LLC | 1,674 | +16 | $349.9K | +$15.1K | 1.0% |
| SIGNATUREFD, LLC | 497 | +49 | $103.9K | +$13.4K | 10.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 249 | +57 | $52.1K | +$13.3K | 29.7% |
| Salomon & Ludwin, LLC | 80 | +63 | $16.3K | +$12.9K | 370.6% |
| Private Advisor Group, LLC | 1,319 | +18 | $275.7K | +$12.9K | 1.4% |
| SAPIENT CAPITAL LLC | 1,114 | +9 | $238.6K | +$11.7K | 0.8% |
| NATIXIS ADVISORS, LLC | 339,106 | +43,614 | $70.9K | +$11.2K | 14.8% |
| SBI Securities Co., Ltd. | 275 | +38 | $57.5K | +$9.6K | 16.0% |
| SG Americas Securities, LLC | 55,118 | +44,436 | $11.5K | +$9.4K | 416.0% |
| Ascent Group, LLC | 1,101 | +3 | $230.1K | +$8.4K | 0.3% |
| Sunbelt Securities, Inc. | 951 | +1 | $198.7K | +$6.8K | 0.1% |
| World Investment Advisors | 1,719 | +694 | $213.4K | +$6.4K | 67.7% |
| QUADRANT CAPITAL GROUP LLC | 624 | +9 | $130.4K | +$6.2K | 1.5% |
| Spire Wealth Management | 333 | +18 | $69.6K | +$6.0K | 5.7% |
| Quent Capital, LLC | 659 | +2 | $137.8K | +$5.0K | 0.3% |
| CVA Family Office, LLC | 25 | +22 | $5.2K | +$4.6K | 733.3% |
| Legacy Wealth Managment, LLC/ID | 24 | +20 | $5.0K | +$4.2K | 500.0% |
| CYBER HORNET ETFs LLC | 202 | +10 | $42.2K | +$3.4K | 5.2% |
| ELEVATION WEALTH PARTNERS, LLC | 24 | +16 | $5.0K | +$3.4K | 200.0% |
| MassMutual Private Wealth & Trust, FSB | 264 | +6 | $55.2K | +$3.1K | 2.3% |
| Versant Capital Management, Inc | 141 | +10 | $29.5K | +$3.0K | 7.6% |
| Strengthening Families & Communities, LLC | 304 | +2 | $63.5K | +$2.4K | 0.7% |
| JFS WEALTH ADVISORS, LLC | 46 | +10 | $9.6K | +$2.3K | 27.8% |
| Root Financial Partners, LLC | 77 | +8 | $16.1K | +$2.2K | 11.6% |
| Cromwell Holdings LLC | 151 | +5 | $31.6K | +$2.1K | 3.4% |
| ROTHSCHILD INVESTMENT LLC | 17 | +9 | $3.6K | +$1.9K | 112.5% |
| Wealth Watch Advisors, INC | 45 | +8 | $9.4K | +$1.9K | 21.6% |
| Physician Wealth Advisors, Inc. | 15 | +9 | $3.1K | +$1.9K | 150.0% |
| Quantitative Investment Management, LLC | 10,654 | +6,059 | $2.2K | +$1.3K | 131.9% |
| Handelsbanken Fonder AB | 23,237 | +5,200 | $4.9K | +$1.2K | 28.8% |
| Larson Financial Group LLC | 44 | +4 | $9.2K | +$1.1K | 10.0% |
| SJS Investment Consulting Inc. | 9 | +4 | $1.9K | +$871 | 80.0% |
| Bay Harbor Wealth Management, LLC | 7 | +3 | $1.5K | +$656 | 75.0% |
| Cambridge Investment Research Advisors, Inc. | 6,857 | +2,328 | $1.4K | +$518 | 51.4% |
| MAI Capital Management | 40 | +1 | $8.4K | +$483 | 2.6% |
| ORG Partners LLC | 7 | +2 | $1.5K | +$456 | 40.0% |
| Marquette Asset Management, LLC | 12 | +1 | $2.5K | +$286 | 9.1% |
| Capital Advisors, Ltd. LLC | 366 | +360 | $74 | +$73 | 6000.0% |
| CX Institutional | 546 | +303 | $114 | +$65 | 124.7% |
| Daiwa Securities Group Inc. | 5,094 | +105 | $1.1K | +$57 | 2.1% |
| BESSEMER GROUP INC | 2,990 | +163 | $626 | +$56 | 5.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,235 | +141 | $258 | +$37 | 12.9% |
| CWM, LLC | 797 | +1 | $167 | +$6 | 0.1% |
| VALLEY NATIONAL ADVISERS INC | 32 | +26 | $6 | +$5 | 433.3% |
| GW&K Investment Management, LLC | 16 | +12 | $3 | +$2 | 300.0% |
| Avion Wealth | 9 | +3 | $1 | $0 | 50.0% |