13F QoQ Ownership Changes
TPR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 182 new · 324 added · 501 reduced · 113 exited
New Positions(182)
Added To(324)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | 9,350,221 | +4,500,850 | $1.19B | +$645.6M | 92.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,366,502 | +2,043,353 | $302.4M | +$265.8M | 632.3% |
| STATE STREET CORP | 9,578,111 | +348,334 | $1.22B | +$178.8M | 3.8% |
| AMERIPRISE FINANCIAL INC | 3,865,052 | +967,620 | $493.8M | +$165.8M | 33.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,770,695 | +1,114,082 | $226.2M | +$151.9M | 169.7% |
| GOLDMAN SACHS GROUP INC | 3,292,901 | +764,031 | $420.7M | +$134.4M | 30.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,912,917 | +203,764 | $753.5M | +$109.6M | 3.6% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 940,017 | +843,625 | $120.1M | +$109.2M | 875.2% |
| Robeco Institutional Asset Management B.V. | 909,511 | +706,081 | $116.2M | +$93.2M | 347.1% |
| Royal Bank of Canada | 1,201,058 | +407,920 | $153.5M | +$89.1M | 51.4% |
| MORGAN STANLEY | 3,327,212 | +270,973 | $425.1M | +$79.1M | 8.9% |
| JANE STREET GROUP, LLC | 847,156 | +300,373 | $108.2M | +$46.3M | 54.9% |
| Caisse de depot et placement du Quebec | 714,801 | +300,710 | $91.3M | +$44.4M | 72.6% |
| National Pension Service | 352,144 | +346,777 | $45.0M | +$44.4M | 6461.3% |
| Vinva Investment Management Ltd | 506,737 | +305,837 | $66.2M | +$43.7M | 152.2% |
| NATIXIS | 359,980 | +306,659 | $46.0M | +$40.0M | 575.1% |
| DIMENSIONAL FUND ADVISORS LP | 2,664,145 | +8,902 | $340.4M | +$39.8M | 0.3% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,351,938 | +175,855 | $172.7M | +$39.6M | 14.9% |
| AMERICAN CENTURY COMPANIES INC | 443,309 | +268,328 | $56.6M | +$36.8M | 153.3% |
| WCM INVESTMENT MANAGEMENT, LLC | 939,143 | +124,106 | $121.6M | +$30.8M | 15.2% |
| Pictet Asset Management Holding SA | 712,934 | +137,919 | $91.1M | +$26.0M | 24.0% |
| CITADEL ADVISORS LLC | 897,884 | +112,843 | $114.7M | +$25.8M | 14.4% |
| RAYMOND JAMES FINANCIAL INC | 536,151 | +143,335 | $68.6M | +$24.1M | 36.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 866,405 | +100,518 | $110.7M | +$24.0M | 13.1% |
| TORONTO DOMINION BANK | 249,724 | +163,414 | $31.9M | +$22.1M | 189.3% |
| COMMERCE BANK | 182,403 | +168,554 | $23.3M | +$21.7M | 1217.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 307,664 | +148,336 | $39.3M | +$21.3M | 93.1% |
| Quantinno Capital Management LP | 477,616 | +115,911 | $61.0M | +$20.1M | 32.0% |
| VICTORY CAPITAL MANAGEMENT INC | 260,088 | +137,110 | $33.2M | +$19.3M | 111.5% |
| Mitsubishi UFJ Trust & Banking Corp | 341,486 | +125,403 | $43.6M | +$19.2M | 58.0% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 256,169 | +131,242 | $32.7M | +$18.6M | 105.0% |
| Erste Asset Management GmbH | 993,400 | +20,000 | $127.0M | +$18.5M | 2.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 195,089 | +133,911 | $24.9M | +$18.0M | 218.9% |
| Allianz Asset Management GmbH | 1,120,758 | +13,043 | $143.2M | +$17.8M | 1.2% |
| Swedbank AB | 1,092,270 | +3 | $139.6M | +$15.9M | 0.0% |
| Skandinaviska Enskilda Banken AB (publ) | 170,683 | +114,683 | $21.8M | +$15.5M | 204.8% |
| Focus Partners Wealth | 147,013 | +114,819 | $18.8M | +$15.1M | 356.6% |
| PANAGORA ASSET MANAGEMENT INC | 131,667 | +111,340 | $16.8M | +$14.5M | 547.7% |
| RBF Capital, LLC | 200,000 | +100,000 | $25.6M | +$14.2M | 100.0% |
| TRUIST FINANCIAL CORP | 614,786 | +45,766 | $78.6M | +$14.1M | 8.0% |
| Legal & General Group Plc | 743,529 | +20,248 | $95.0M | +$13.1M | 2.8% |
| Bridgewater Associates, LP | 322,428 | +71,735 | $41.2M | +$12.8M | 28.6% |
| C Partners Holding GmbH | 420,653 | +47,242 | $53.7M | +$11.5M | 12.7% |
| Fisher Asset Management, LLC | 627,041 | +18,775 | $80.1M | +$11.2M | 3.1% |
| CITIGROUP INC | 219,839 | +63,585 | $28.1M | +$10.4M | 40.7% |
| Parallax Volatility Advisers, L.P. | 667,600 | +4,584 | $85.3M | +$10.2M | 0.7% |
| Assenagon Asset Management S.A. | 351,236 | +39,712 | $44.9M | +$9.6M | 12.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 432,136 | +24,265 | $55.8M | +$9.6M | 5.9% |
| FRANKLIN RESOURCES INC | 472,112 | +19,506 | $60.3M | +$9.1M | 4.3% |
| SEI INVESTMENTS CO | 397,492 | +22,676 | $50.8M | +$8.4M | 6.0% |
| CAPITAL FUND MANAGEMENT S.A. | 298,100 | +29,614 | $38.1M | +$7.7M | 11.0% |
| ALLIANCEBERNSTEIN L.P. | 332,487 | +21,285 | $42.5M | +$7.2M | 6.8% |
| Shellback Capital, LP | 478,500 | +1,500 | $61.1M | +$7.1M | 0.3% |
| M&G PLC | 127,407 | +45,300 | $16.3M | +$7.0M | 55.2% |
| PDT Partners, LLC | 70,134 | +53,023 | $9.0M | +$7.0M | 309.9% |
| ENVESTNET ASSET MANAGEMENT INC | 469,009 | +1,572 | $59.9M | +$7.0M | 0.3% |
| Interval Partners, LP | 333,238 | +14,610 | $42.6M | +$6.5M | 4.6% |
| Russell Investments Group, Ltd. | 237,127 | +19,719 | $30.3M | +$5.7M | 9.1% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 55,876 | +42,376 | $7.1M | +$5.6M | 313.9% |
| KLP KAPITALFORVALTNING AS | 192,900 | +24,400 | $24.6M | +$5.6M | 14.5% |
| Twin Tree Management, LP | 255,619 | +14,777 | $32.7M | +$5.4M | 6.1% |
| SIRIOS CAPITAL MANAGEMENT L P | 46,440 | +39,656 | $5.9M | +$5.2M | 584.5% |
| JONES FINANCIAL COMPANIES LLLP | 194,070 | +12,461 | $24.8M | +$5.0M | 6.9% |
| IFM Investors Pty Ltd | 44,719 | +2,609 | $5.7K | -$4.6M | 6.2% |
| Centiva Capital, LP | 60,000 | +31,700 | $7.7M | +$4.5M | 112.0% |
| CWA Asset Management Group, LLC | 35,581 | +33,223 | $4.5M | +$4.3M | 1408.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 32,076 | +10,395 | $4.1M | +$4.1M | 47.9% |
| ADVISORY RESEARCH INC | 231,408 | +3,301 | $29.6M | +$3.7M | 1.4% |
| PNC Financial Services Group, Inc. | 254,045 | +44 | $32.5M | +$3.7M | 0.0% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 37,806 | +27,058 | $4.8M | +$3.6M | 251.7% |
| FEDERATED HERMES, INC. | 117,916 | +15,044 | $15.1M | +$3.4M | 14.6% |
| NATIONAL BANK OF CANADA /FI/ | 177,077 | +7,275 | $22.6M | +$3.4M | 4.3% |
| FIL Ltd | 53,504 | +22,157 | $6.8M | +$3.3M | 70.7% |
| CIBC Asset Management Inc | 49,251 | +22,015 | $6.3M | +$3.2M | 80.8% |
| TD Waterhouse Canada Inc. | 178,148 | +5,365 | $22.8M | +$3.1M | 3.1% |
| Federation des caisses Desjardins du Quebec | 43,283 | +20,954 | $5.5M | +$3.0M | 93.8% |
| PATTON FUND MANAGEMENT, INC. | 54,170 | +17,363 | $6.9M | +$2.8M | 47.2% |
| Abacus FCF Advisors LLC | 156,726 | +3,640 | $20.0M | +$2.7M | 2.4% |
| Lighthouse Investment Partners, LLC | 36,429 | +19,082 | $4.7M | +$2.7M | 110.0% |
| Cetera Investment Advisers | 63,824 | +15,143 | $8.2M | +$2.6M | 31.1% |
| Tidal Investments LLC | 42,771 | +17,570 | $5.5M | +$2.6M | 69.7% |
| MEEDER ASSET MANAGEMENT INC | 62,307 | +14,982 | $8.0M | +$2.6M | 31.6% |
| CAXTON ASSOCIATES LLP | 25,792 | +19,493 | $3.3M | +$2.6M | 309.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 137,549 | +2,000 | $17.6M | +$2.2M | 1.5% |
| Aberdeen Group plc | 47,573 | +12,251 | $6.1M | +$2.2M | 34.7% |
| Illinois Municipal Retirement Fund | 101,351 | +4,950 | $12.9M | +$2.0M | 5.1% |
| ASR Vermogensbeheer N.V. | 21,814 | +14,714 | $2.8M | +$2.0M | 207.2% |
| KEYSTONE INVESTORS PTE LTD | 62,622 | +9,303 | $8.0M | +$2.0M | 17.4% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 17,198 | +14,758 | $2.2M | +$1.9M | 604.8% |
| CONNORS INVESTOR SERVICES INC | 125,141 | +101 | $16.0M | +$1.8M | 0.1% |
| Banque Cantonale Vaudoise | 14,200 | +13,667 | $1.8M | +$1.8M | 2564.2% |
| Asset Management One Co., Ltd. | 103,091 | +113 | $13.4M | +$1.8M | 0.1% |
| Caprock Group, LLC | 40,544 | +6,958 | $5.2M | +$1.8M | 20.7% |
| Kestra Advisory Services, LLC | 19,775 | +12,962 | $2.5M | +$1.8M | 190.3% |
| CREDIT AGRICOLE S A | 112,878 | +675 | $14.4M | +$1.7M | 0.6% |
| CIBC WORLD MARKET INC. | 88,575 | +2,423 | $11.3M | +$1.6M | 2.8% |
| Corient Private Wealth LLC | 232,246 | +175,109 | $8.0M | +$1.5M | 306.5% |
| SCOTIA CAPITAL INC. | 42,289 | +7,245 | $5.4M | +$1.4M | 20.7% |
| Freemont Management S.A. | 15,700 | +10,400 | $2.0M | +$1.4M | 196.2% |
| Woodline Partners LP | 34,999 | +7,493 | $4.5M | +$1.4M | 27.2% |
| Mediolanum International Funds Ltd | 13,735 | +9,693 | $1.8M | +$1.3M | 239.8% |
| Tower Research Capital LLC (TRC) | 11,838 | +10,031 | $1.5M | +$1.3M | 555.1% |
| ODDO BHF ASSET MANAGEMENT SAS | 48,286 | +5,261 | $6.2M | +$1.3M | 12.2% |
| Focus Partners Advisor Solutions, LLC | 31,071 | +5,746 | $4.0M | +$1.2M | 22.7% |
| State of Tennessee, Department of Treasury | 79,868 | +1,052 | $10.1M | +$1.2M | 1.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 79,696 | +248 | $10.2M | +$1.2M | 0.3% |
| Mirae Asset Global Investments Co., Ltd. | 34,967 | +5,743 | $4.5M | +$1.2M | 19.6% |
| Rockefeller Capital Management L.P. | 17,761 | +7,781 | $2.3M | +$1.1M | 78.0% |
| NEUBERGER BERMAN GROUP LLC | 54,952 | +2,978 | $7.0M | +$1.1M | 5.7% |
| ALLSTATE CORP | 15,660 | +8,019 | $2.0M | +$1.1M | 104.9% |
| XPONANCE, INC. | 52,446 | +3,242 | $6.7M | +$1.1M | 6.6% |
| Edgestream Partners, L.P. | 28,553 | +6,224 | $3.6M | +$1.1M | 27.9% |
| NEOS Investment Management LLC | 32,684 | +4,940 | $4.2M | +$1.0M | 17.8% |
| ABN AMRO INVESTMENT SOLUTIONS | 10,860 | +7,682 | $1.4M | +$1.0M | 241.7% |
| Vontobel Holding Ltd. | 16,576 | +6,638 | $2.1M | +$992.7K | 66.8% |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,203 | +3 | $8.6M | +$978.9K | 0.0% |
| Steward Partners Investment Advisory, LLC | 63,563 | +385 | $8.1M | +$968.4K | 0.6% |
| Concurrent Investment Advisors, LLC | 9,227 | +7,280 | $1.2M | +$958.4K | 373.9% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 18,912 | +5,919 | $2.4M | +$945.3K | 45.5% |
| Czech National Bank | 53,964 | +1,104 | $6.9M | +$910.2K | 2.1% |
| Fortis Group Advisors, LLC | 12,508 | +5,448 | $1.6M | +$812.1K | 77.2% |
| ProShare Advisors LLC | 37,652 | +2,230 | $4.8M | +$800.3K | 6.3% |
| L2 Asset Management, LLC | 37,770 | +2,156 | $4.8M | +$793.6K | 6.0% |
| Orion Porfolio Solutions, LLC | 38,823 | +2,006 | $5.0M | +$792.0K | 5.4% |
| Vanguard Personalized Indexing Management, LLC | 39,994 | +1,797 | $5.1M | +$785.4K | 4.7% |
| TRUSTMARK BANK TRUST DEPARTMENT | 46,296 | +979 | $5.9M | +$784.5K | 2.2% |
| HighTower Advisors, LLC | 29,771 | +2,879 | $3.8M | +$759.0K | 10.7% |
| FORA Capital, LLC | 7,582 | +5,706 | $968.8K | +$756.4K | 304.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 21,748 | +3,264 | $2.8M | +$750.8K | 17.6% |
| Rakuten Investment Management, Inc. | 27,108 | +21,234 | $3.5M | -$745.8K | 361.5% |
| Wealthfront Advisers LLC | 49,425 | +187 | $6.3M | +$740.3K | 0.4% |
| Range Financial Group LLC | 40,293 | +1,157 | $5.1M | +$717.3K | 3.0% |
| M&T Bank Corp | 33,598 | +1,959 | $4.3M | +$711.9K | 6.2% |
| CAPTRUST FINANCIAL ADVISORS | 39,186 | +1,002 | $5.0M | +$683.7K | 2.6% |
| MACKENZIE FINANCIAL CORP | 35,834 | +934 | $4.6M | +$681.1K | 2.7% |
| MUFG Securities EMEA plc | 8,390 | +4,406 | $1.1M | +$620.9K | 110.6% |
| Canada Post Corp Registered Pension Plan | 9,597 | +3,812 | $1.2M | +$581.4K | 65.9% |
| FLORIDA FINANCIAL ADVISORS, LLC | 14,986 | +3,176 | $1.9M | +$575.5K | 26.9% |
| Silvant Capital Management LLC | 34,495 | +554 | $4.4M | +$564.6K | 1.6% |
| Verdence Capital Advisors LLC | 24,418 | +2,118 | $3.1M | +$556.0K | 9.5% |
| VICTORY FINANCIAL GROUP, LLC | 11,572 | +3,414 | $1.5M | +$554.9K | 41.8% |
| Vise Technologies, Inc. | 8,724 | +3,686 | $1.1M | +$544.2K | 73.2% |
| FORTEM FINANCIAL GROUP, LLC | 27,047 | +1,218 | $3.5M | +$531.4K | 4.7% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 27,098 | +1,090 | $3.5M | +$517.7K | 4.2% |
| Sequoia Financial Advisors, LLC | 7,054 | +3,557 | $901.3K | +$505.4K | 101.7% |
| Truvestments Capital LLC | 25,576 | +1,048 | $3.3M | +$490.8K | 4.3% |
| LMR Partners LLP | 7,367 | +3,217 | $941.3K | +$471.4K | 77.5% |
| &PARTNERS | 19,334 | +1,502 | $2.5M | +$469.8K | 8.4% |
| Merit Financial Group, LLC | 28,303 | +56 | $3.6M | +$418.1K | 0.2% |
| Virtue Capital Management, LLC | 11,769 | +167 | $1.7M | +$408.3K | 1.4% |
| NICOLET ADVISORY SERVICES, LLC | 5,606 | +2,352 | $749.5K | +$374.5K | 72.3% |
| OXFORD ASSET MANAGEMENT LLP | 7,248 | +2,326 | $926.1K | +$368.8K | 47.3% |
| Lifestyle Asset Management, Inc. | 18,609 | +816 | $2.4M | +$363.2K | 4.6% |
| B. Metzler seel. Sohn & Co. AG | 7,656 | +2,211 | $978.2K | +$361.7K | 40.6% |
| MML INVESTORS SERVICES, LLC | 15,001 | +1,145 | $1.9M | +$347.9K | 8.3% |
| Allspring Global Investments Holdings, LLC | 14,438 | +963 | $1.9M | +$329.7K | 7.1% |
| Rafferty Asset Management, LLC | 21,240 | +108 | $2.7M | +$321.3K | 0.5% |
| GAMMA Investing LLC | 12,323 | +1,243 | $1.6M | +$320.0K | 11.2% |
| Baader Bank Aktiengesellschaft | 15,388 | +818 | $2.0M | +$316.2K | 5.6% |
| HANCOCK WHITNEY CORP | 15,423 | +780 | $2.0M | +$312.7K | 5.3% |
| CORRECT CAPITAL WEALTH MANAGEMENT | 14,262 | +762 | $1.8M | +$293.8K | 5.6% |
| Root Financial Partners, LLC | 2,702 | +2,199 | $345.2K | +$288.3K | 437.2% |
| Ausdal Financial Partners, Inc. | 19,203 | +41 | $2.5M | +$284.0K | 0.2% |
| QRG CAPITAL MANAGEMENT, INC. | 8,914 | +1,251 | $1.1M | +$271.4K | 16.3% |
| BRADLEY FOSTER & SARGENT INC/CT | 18,037 | +37 | $2.3M | +$266.6K | 0.2% |
| SAGESPRING WEALTH PARTNERS, LLC | 5,148 | +1,602 | $657.7K | +$256.2K | 45.2% |
| SOROS CAPITAL MANAGEMENT LLC | 8,758 | +1,124 | $1.1M | +$254.7K | 14.7% |
| Wealthspire Advisors, LLC | 3,342 | +1,789 | $427.0K | +$251.1K | 115.2% |
| Clarion Wealth Managment Partners, LLC | 15,191 | +237 | $1.9M | +$247.9K | 1.6% |
| SHEETS SMITH WEALTH MANAGEMENT | 16,937 | +1 | $2.2M | +$246.5K | 0.0% |
| Avestar Capital, LLC | 4,130 | +1,551 | $527.7K | +$235.7K | 60.1% |
| COOKSON PEIRCE & CO INC | 12,535 | +463 | $1.6M | +$234.8K | 3.8% |
| AlphaQuest LLC | 3,787 | +1,522 | $483.9K | +$227.4K | 67.2% |
| Norinchukin Bank, The | 11,885 | +475 | $1.5M | +$226.7K | 4.2% |
| ATTICUS WEALTH MANAGEMENT, LLC | 14,848 | +28 | $1.9M | +$219.2K | 0.2% |
| Inscription Capital, LLC | 7,575 | +950 | $967.9K | +$217.8K | 14.3% |
| Aaron Wealth Advisors LLC | 11,329 | +431 | $1.4M | +$213.6K | 4.0% |
| ST GERMAIN D J CO INC | 1,940 | +1,611 | $247.9K | +$210.6K | 489.7% |
| Compound Planning, Inc. | 9,223 | +636 | $1.2M | +$206.3K | 7.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8,243 | +752 | $1.1M | +$205.1K | 10.0% |
| Rodgers Brothers Inc. | 13,985 | +1 | $1.8M | +$203.7K | 0.0% |
| Carolina Wealth Advisors, LLC | 4,017 | +1,252 | $513.3K | +$200.2K | 45.3% |
| AlphaCore Capital LLC | 7,986 | +706 | $1.0M | +$196.1K | 9.7% |
| Kathmere Capital Management, LLC | 9,100 | +545 | $1.2M | +$194.1K | 6.4% |
| CIBC Private Wealth Group LLC | 9,289 | +489 | $1.2M | +$190.5K | 5.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 9,076 | +516 | $1.2M | +$190.5K | 6.0% |
| D.A. DAVIDSON & CO. | 3,551 | +1,219 | $453.7K | +$189.6K | 52.3% |
| SYON CAPITAL LLC | 6,175 | +856 | $789.0K | +$186.8K | 16.1% |
| Apollon Wealth Management, LLC | 5,552 | +922 | $709.3K | +$185.2K | 19.9% |
| Optas, LLC | 3,337 | +1,201 | $426.4K | +$184.5K | 56.2% |
| NORDEN GROUP LLC | 10,548 | +271 | $1.3M | +$184.2K | 2.6% |
| HB Wealth Management, LLC | 11,845 | +38 | $1.5M | +$176.7K | 0.3% |
| Sunbelt Securities, Inc. | 1,437 | +1,359 | $183.6K | +$174.8K | 1742.3% |
| Sivia Capital Partners, LLC | 8,655 | +418 | $1.1M | +$173.3K | 5.1% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 11,833 | +4 | $1.5M | +$172.6K | 0.0% |
| Envestnet Portfolio Solutions, Inc. | 7,808 | +516 | $997.7K | +$172.0K | 7.1% |
| Interchange Capital Partners, LLC | 5,253 | +844 | $671.2K | +$171.9K | 19.1% |
| Global Retirement Partners, LLC | 1,556 | +1,294 | $198.8K | +$169.1K | 493.9% |
| Convergence Investment Partners, LLC | 6,876 | +600 | $878.5K | +$168.0K | 9.6% |
| Ascent Group, LLC | 9,254 | +235 | $1.2M | +$161.2K | 2.6% |
| Chicago Partners Investment Group LLC | 8,904 | +72 | $1.2M | +$159.0K | 0.8% |
| Callan Family Office, LLC | 3,701 | +909 | $472.8K | +$156.7K | 32.5% |
| Geneos Wealth Management Inc. | 1,239 | +1,162 | $158.3K | +$149.7K | 1509.1% |
| Central Pacific Bank - Trust Division | 2,351 | +995 | $300.4K | +$146.9K | 73.4% |
| Curi Capital, LLC | 3,588 | +819 | $458.5K | +$145.0K | 29.6% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 7,153 | +355 | $913.9K | +$144.3K | 5.2% |
| Kingsview Wealth Management, LLC | 9,085 | +53 | $1.2M | +$138.2K | 0.6% |
| Kera Capital Partners, Inc. | 5,111 | +587 | $648.6K | +$136.4K | 13.0% |
| Stratos Investment Management, LLC | 7,417 | +220 | $947.7K | +$132.9K | 3.0% |
| TOWER TRUST & INVESTMENT Co | 4,434 | +593 | $566.5K | +$131.7K | 15.4% |
| Ancora Advisors LLC | 8,478 | +20 | $1.1M | +$125.6K | 0.2% |
| Private Advisor Group, LLC | 8,061 | +59 | $1.0M | +$123.8K | 0.7% |
| EverSource Wealth Advisors, LLC | 6,774 | +182 | $865.5K | +$119.2K | 2.8% |
| Waverly Advisors, LLC | 4,914 | +344 | $627.9K | +$110.5K | 7.5% |
| Nilsine Partners, LLC | 3,051 | +574 | $389.8K | +$109.4K | 23.2% |
| CITY NATIONAL BANK OF FLORIDA /MSD | 5,253 | +288 | $671.2K | +$109.0K | 5.8% |
| Wedmont Private Capital | 4,662 | +310 | $610.5K | +$109.0K | 7.1% |
| JOHNSON INVESTMENT COUNSEL INC | 7,303 | +1 | $933.0K | +$106.3K | 0.0% |
| Hills Bank & Trust Co | 3,814 | +442 | $487.3K | +$105.5K | 13.1% |
| Meeder Advisory Services, Inc. | 5,014 | +251 | $640.7K | +$101.4K | 5.3% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 5,701 | +103 | $732.8K | +$98.9K | 1.8% |
| Beacon Pointe Advisors, LLC | 4,944 | +207 | $631.6K | +$95.3K | 4.4% |
| AZZAD ASSET MANAGEMENT INC /ADV | 5,879 | +18 | $751.1K | +$87.6K | 0.3% |
| Farther Finance Advisors, LLC | 3,974 | +255 | $507.8K | +$86.7K | 6.8% |
| Versant Capital Management, Inc | 2,284 | +455 | $291.8K | +$84.7K | 24.9% |
| WESTWOOD HOLDINGS GROUP INC | 5,449 | +8 | $696.2K | +$80.2K | 0.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 3,272 | +271 | $418.1K | +$78.3K | 9.0% |
| BROWN BROTHERS HARRIMAN & CO | 1,432 | +495 | $183.0K | +$76.9K | 52.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,231 | +252 | $412.8K | +$75.5K | 8.4% |
| Smartleaf Asset Management LLC | 3,682 | +73 | $476.9K | +$74.7K | 2.0% |
| STRS OHIO | 4,954 | +9 | $633.0K | +$73.1K | 0.2% |
| Hilltop Holdings Inc. | 2,642 | +296 | $337.6K | +$72.0K | 12.6% |
| Forum Financial Management, LP | 4,888 | +6 | $624.6K | +$71.8K | 0.1% |
| BLAIR WILLIAM & CO/IL | 4,403 | +65 | $562.6K | +$71.5K | 1.5% |
| City Center Advisors, LLC | 2,818 | +247 | $360.1K | +$69.0K | 9.6% |
| TRUST CO OF TOLEDO NA /OH/ | 3,482 | +157 | $444.9K | +$68.4K | 4.7% |
| HUNTINGTON NATIONAL BANK | 3,369 | +156 | $430.5K | +$66.7K | 4.8% |
| SIGNATUREFD, LLC | 2,555 | +259 | $326.5K | +$66.5K | 11.3% |
| PFG Investments, LLC | 3,797 | +70 | $485.2K | +$63.2K | 1.9% |
| Parallel Advisors, LLC | 3,893 | +47 | $497.5K | +$62.0K | 1.2% |
| NICOLET BANKSHARES INC | 3,750 | +42 | $479.1K | +$59.3K | 1.1% |
| Soltis Investment Advisors LLC | 2,104 | +249 | $268.8K | +$58.8K | 13.4% |
| Fulton Bank, N.A. | 3,166 | +87 | $404.5K | +$55.9K | 2.8% |
| Abacus Planning Group, Inc. | 2,788 | +128 | $356.2K | +$55.1K | 4.8% |
| Ballentine Partners, LLC | 3,683 | +11 | $470.6K | +$54.8K | 0.3% |
| Wealth Watch Advisors, INC | 838 | +363 | $107.1K | +$53.3K | 76.4% |
| UMB Bank, n.a. | 2,665 | +125 | $340.5K | +$52.9K | 4.9% |
| CHILDRESS CAPITAL ADVISORS, LLC | 2,161 | +185 | $276.1K | +$52.4K | 9.4% |
| Deseret Mutual Benefit Administrators | 2,506 | +132 | $320.2K | +$51.4K | 5.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,223 | +160 | $284.0K | +$50.5K | 7.8% |
| Parcion Private Wealth LLC | 3,339 | +1 | $426.6K | +$48.7K | 0.0% |
| SG Americas Securities, LLC | 405,087 | +367,755 | $51.8K | +$47.5K | 985.1% |
| Magnus Financial Group LLC | 2,963 | +21 | $378.6K | +$45.5K | 0.7% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 2,462 | +82 | $314.6K | +$45.1K | 3.4% |
| D'Orazio & Associates, Inc. | 2,683 | +52 | $342.8K | +$44.9K | 2.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 499,467 | +323,314 | $63.8K | +$44.0K | 183.5% |
| Independent Advisor Alliance | 2,700 | +38 | $345.0K | +$43.6K | 1.4% |
| Summit Financial, LLC | 2,556 | +55 | $326.5K | +$43.4K | 2.2% |
| PRIVATE TRUST CO NA | 805 | +221 | $102.9K | +$36.8K | 37.8% |
| Prime Capital Investment Advisors, LLC | 2,139 | +47 | $273.3K | +$36.5K | 2.2% |
| Cornerstone Planning Group LLC | 282 | +272 | $35.5K | +$34.9K | 2720.0% |
| Revolve Wealth Partners, LLC | 1,882 | +63 | $240.5K | +$34.5K | 3.5% |
| Avantra Family Wealth, Inc. | 1,973 | +36 | $252.1K | +$32.8K | 1.9% |
| Gallacher Capital Management LLC | 2,213 | +1 | $282.7K | +$32.2K | 0.0% |
| FIRST CITIZENS BANK & TRUST CO | 1,856 | +39 | $237.1K | +$31.4K | 2.1% |
| First National Trust Co | 2,005 | +5 | $256.2K | +$29.7K | 0.3% |
| Cornerstone Wealth Management, LLC | 1,898 | +3 | $242.5K | +$27.9K | 0.1% |
| Klingman & Associates, LLC | 1,805 | +11 | $230.6K | +$27.5K | 0.6% |
| Sound Income Strategies, LLC | 314 | +192 | $41.0K | +$27.2K | 157.4% |
| IMG Wealth Management, Inc. | 1,546 | +10 | $197.5K | +$23.6K | 0.7% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 179,790 | +159,400 | $23.0K | +$20.7K | 781.8% |
| STEPH & CO | 231 | +130 | $29.5K | +$18.1K | 128.7% |
| CVA Family Office, LLC | 469 | +89 | $59.9K | +$16.9K | 23.4% |
| Transamerica Financial Advisors, LLC | 932 | +8 | $119.1K | +$14.5K | 0.9% |
| CYBER HORNET ETFs LLC | 650 | +33 | $83.1K | +$13.2K | 5.3% |
| HRT FINANCIAL LP | 158,952 | +81,925 | $20.3K | +$11.6K | 106.3% |
| Lido Advisors, LLC | 3,523 | +63 | $403.3K | +$11.5K | 1.8% |
| HM PAYSON & CO | 289 | +33 | $36.9K | +$11.2K | 12.9% |
| World Investment Advisors | 1,910 | +2 | $226.9K | +$10.9K | 0.1% |
| Thrivent Financial for Lutherans | 115,227 | +74,261 | $14.7K | +$10.1K | 181.3% |
| Spire Wealth Management | 481 | +6 | $61.5K | +$7.7K | 1.3% |
| JFS WEALTH ADVISORS, LLC | 203 | +41 | $25.9K | +$7.6K | 25.3% |
| Triumph Capital Management | 281 | +26 | $35.9K | +$7.0K | 10.2% |
| ORG Partners LLC | 71 | +45 | $9.1K | +$6.1K | 173.1% |
| BI Asset Management Fondsmaeglerselskab A/S | 60,546 | +42,417 | $7.7K | +$5.7K | 234.0% |
| EASTERN BANK | 319 | +4 | $40.8K | +$5.1K | 1.3% |
| RMG Wealth Management LLC | 274 | +4 | $36.4K | +$5.0K | 1.5% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 268 | +9 | $34.2K | +$4.9K | 3.5% |
| Manchester Capital Management LLC | 143 | +24 | $18.3K | +$4.8K | 20.2% |
| Concord Wealth Partners | 311 | +1 | $39.7K | +$4.6K | 0.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 237 | +5 | $30.2K | +$4.0K | 2.1% |
| CENTRAL TRUST Co | 253 | +2 | $32.3K | +$3.9K | 0.8% |
| Strategic Advocates LLC | 49 | +23 | $6.3K | +$3.4K | 88.5% |
| Valued Wealth Advisors LLC | 124 | +12 | $15.8K | +$3.2K | 10.7% |
| Morton Brown Family Wealth, LLC | 183 | +1 | $23.4K | +$2.7K | 0.5% |
| North Growth Management Ltd. | 147,000 | +2,000 | $18.7K | +$2.3K | 1.4% |
| HFM Investment Advisors, LLC | 26 | +17 | $3.3K | +$2.3K | 188.9% |
| Handelsbanken Fonder AB | 60,046 | +6,300 | $7.7K | +$1.6K | 11.7% |
| Dunhill Financial, LLC | 28 | +8 | $3.5K | +$1.3K | 40.0% |
| Dogwood Wealth Management LLC | 18 | +8 | $2.3K | +$1.2K | 80.0% |
| Rialto Wealth Management, LLC | 38 | +3 | $4.9K | +$893 | 8.6% |
| Vestcor Inc | 13,774 | +5,783 | $1.8K | +$855 | 72.4% |
| Bay Harbor Wealth Management, LLC | 42 | +2 | $5.4K | +$838 | 5.0% |
| Bogart Wealth, LLC | 13 | +5 | $1.7K | +$755 | 62.5% |
| Abound Wealth Management | 33 | +2 | $4.3K | +$753 | 6.5% |
| iA Global Asset Management Inc. | 38,082 | +1,598 | $4.9K | +$735 | 4.4% |
| DiNuzzo Private Wealth, Inc. | 20 | +2 | $2.6K | +$723 | 11.1% |
| AMALGAMATED BANK | 46,018 | +30 | $5.9K | +$673 | 0.1% |
| Retirement Wealth Solutions LLC | 25 | +2 | $3.2K | +$590 | 8.7% |
| Daiwa Securities Group Inc. | 33,425 | +278 | $4.3K | +$518 | 0.8% |
| Cambridge Investment Research Advisors, Inc. | 13,604 | +1,863 | $1.7K | +$409 | 15.9% |
| Harvest Fund Management Co., Ltd | 5,176 | +1,623 | $661 | +$259 | 45.7% |
| Capital Advisors, Ltd. LLC | 1,528 | +1,321 | $282 | +$259 | 638.2% |
| CX Institutional | 7,981 | +880 | $1.0K | +$216 | 12.4% |
| WEDBUSH SECURITIES INC | 8,766 | +620 | $1.1K | +$198 | 7.6% |
| Seneschal Advisors, LLC | 5 | +1 | $639 | +$186 | 25.0% |
| American Capital Advisory, LLC | 4 | +1 | $512 | +$172 | 33.3% |
| Quaker Wealth Management, LLC | 4 | +1 | $512 | +$172 | 33.3% |
| PayPay Securities Corp | 7 | +1 | $894 | +$165 | 16.7% |
| PEAPACK GLADSTONE FINANCIAL CORP | 5,686 | +15 | $727 | +$85 | 0.3% |
| HORIZON BANCORP INC /IN/ | 1,504 | +53 | $192 | +$28 | 3.6% |
| T. Rowe Price Investment Management, Inc. | 158 | +58 | $21 | +$9 | 58.0% |
| Covestor Ltd | 197 | +16 | $25 | +$4 | 8.8% |
| GW&K Investment Management, LLC | 115 | +6 | $15 | +$3 | 5.5% |