13F QoQ Ownership Changes
TRGP Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 164 new · 335 added · 444 reduced · 111 exited
New Positions(164)
Added To(335)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 9,729,925 | +5,574,911 | $1.80B | +$1.10B | 134.2% |
| NORGES BANK | 3,987,850 | +1,696,341 | $735.8M | +$396.6M | 74.0% |
| STATE STREET CORP | 12,668,233 | +162,878 | $2.34B | +$242.1M | 1.3% |
| GOLDMAN SACHS GROUP INC | 3,290,099 | +1,057,646 | $607.0M | +$233.0M | 47.4% |
| BANK OF AMERICA CORP /DE/ | 2,463,395 | +818,160 | $454.5M | +$178.9M | 49.7% |
| D. E. Shaw & Co., Inc. | 2,795,477 | +747,605 | $515.8M | +$172.7M | 36.5% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 3,389,006 | +572,562 | $625.3M | +$153.4M | 20.3% |
| CI INVESTMENTS INC. | 743,535 | +216,373 | $137.2M | +$137.1M | 41.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,867,345 | +45,495 | $1.08B | +$107.0M | 0.8% |
| DEUTSCHE BANK AG\ | 1,260,615 | +387,996 | $232.6M | +$86.4M | 44.5% |
| BROOKFIELD Corp /ON/ | 1,667,106 | +346,114 | $307.6M | +$86.3M | 26.2% |
| UniSuper Management Pty Ltd | 444,335 | +421,084 | $82.0M | +$78.1M | 1811.0% |
| JPMORGAN CHASE & CO | 1,098,936 | +298,600 | $202.8M | +$68.7M | 37.3% |
| NORTHERN TRUST CORP | 2,246,742 | +71,198 | $414.5M | +$50.0M | 3.3% |
| NEUBERGER BERMAN GROUP LLC | 2,792,920 | +1,972 | $515.3M | +$47.7M | 0.1% |
| BARCLAYS PLC | 978,199 | +231,787 | $170.3M | +$45.2M | 31.1% |
| FMR LLC | 2,030,013 | +45,282 | $374.5M | +$42.0M | 2.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,651,290 | +51,062 | $304.7M | +$36.6M | 3.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,990,319 | +3,569 | $367.2M | +$34.4M | 0.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 200,469 | +174,779 | $37.2M | +$32.9M | 680.3% |
| TRUIST FINANCIAL CORP | 992,463 | +80,037 | $183.1M | +$30.2M | 8.8% |
| AMERICAN CENTURY COMPANIES INC | 1,173,467 | +61,038 | $216.5M | +$30.1M | 5.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 330,270 | +143,772 | $60.9M | +$29.7M | 77.1% |
| Clearbridge Investments, LLC | 839,528 | +86,578 | $154.9M | +$28.7M | 11.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,382,843 | +31,314 | $255.1M | +$28.7M | 2.3% |
| CITADEL ADVISORS LLC | 394,576 | +125,858 | $72.8M | +$27.8M | 46.8% |
| EVENTIDE ASSET MANAGEMENT, LLC | 480,550 | +104,931 | $88.7M | +$25.7M | 27.9% |
| TimesSquare Capital Management, LLC | 350,223 | +115,833 | $64.6M | +$25.3M | 49.4% |
| ENVESTNET ASSET MANAGEMENT INC | 572,214 | +87,752 | $105.6M | +$24.4M | 18.1% |
| Mediolanum International Funds Ltd | 146,678 | +128,167 | $27.2M | +$24.1M | 692.4% |
| FRANKLIN RESOURCES INC | 883,607 | +46,829 | $163.0M | +$22.8M | 5.6% |
| Alyeska Investment Group, L.P. | 752,054 | +47,008 | $138.8M | +$20.6M | 6.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 105,675 | +39,039 | $19.5M | +$19.5M | 58.6% |
| Susquehanna Portfolio Strategies, LLC | 168,558 | +82,385 | $31.1M | +$16.7M | 95.6% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 522,546 | +44,515 | $96.4M | +$16.3M | 9.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 742,009 | +17,248 | $136.9M | +$15.5M | 2.4% |
| RR Advisors, LLC | 82,054 | +37,054 | $15.1M | +$15.1M | 82.3% |
| CIBC WORLD MARKET INC. | 230,674 | +64,555 | $42.6M | +$14.7M | 38.9% |
| Freestone Grove Partners LP | 234,397 | +63,541 | $43.2M | +$14.6M | 37.2% |
| PANAGORA ASSET MANAGEMENT INC | 89,826 | +75,618 | $16.6M | +$14.2M | 532.2% |
| Squarepoint Ops LLC | 85,497 | +74,457 | $15.8M | +$13.9M | 674.4% |
| CITIGROUP INC | 181,623 | +62,879 | $33.5M | +$13.6M | 53.0% |
| WELLS FARGO & COMPANY/MN | 326,621 | +45,670 | $60.3M | +$13.2M | 16.3% |
| LMR Partners LLP | 77,135 | +68,264 | $14.2M | +$12.7M | 769.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 452,814 | +24,019 | $84.6M | +$12.7M | 5.6% |
| Recurrent Investment Advisors LLC | 528,546 | +21,532 | $97.5M | +$12.6M | 4.2% |
| Russell Investments Group, Ltd. | 452,725 | +16,996 | $83.5M | +$10.5M | 3.9% |
| Caisse de depot et placement du Quebec | 110,596 | +50,822 | $20.4M | +$10.4M | 85.0% |
| National Pension Service | 288,004 | +32,696 | $53.1M | +$10.4M | 12.8% |
| EAGLE GLOBAL ADVISORS LLC | 571,003 | +1,095 | $105.4M | +$9.9M | 0.2% |
| RAYMOND JAMES FINANCIAL INC | 313,172 | +24,250 | $57.8M | +$9.4M | 8.4% |
| Bridgewater Associates, LP | 70,129 | +46,672 | $12.9M | +$9.0M | 199.0% |
| DEPRINCE RACE & ZOLLO INC | 148,833 | +38,420 | $27.5M | +$9.0M | 34.8% |
| NATIONAL BANK OF CANADA /FI/ | 97,101 | +39,470 | $17.9M | +$8.3M | 68.5% |
| BANK OF MONTREAL /CAN/ | 239,859 | +12,736 | $44.3M | +$6.2M | 5.6% |
| AVIVA PLC | 235,890 | +12,414 | $43.5M | +$6.1M | 5.5% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 198,542 | +16,116 | $36.6M | +$6.1M | 8.8% |
| ADAMS NATURAL RESOURCES FUND, INC. | 69,400 | +27,800 | $12.8M | +$5.8M | 66.8% |
| VICTORY CAPITAL MANAGEMENT INC | 101,798 | +21,855 | $18.8M | +$5.4M | 27.3% |
| ALLIANCEBERNSTEIN L.P. | 239,132 | +7,868 | $44.1M | +$5.4M | 3.4% |
| Rakuten Investment Management, Inc. | 28,261 | +19,970 | $5.2M | +$4.5M | 240.9% |
| Allspring Global Investments Holdings, LLC | 229,887 | +494 | $42.9M | +$4.4M | 0.2% |
| CIBC Asset Management Inc | 50,828 | +20,256 | $9.4M | +$4.3M | 66.3% |
| Maryland State Retirement & Pension System | 212,921 | +3,006 | $39.3M | +$4.1M | 1.4% |
| Raiffeisen Bank International AG | 33,641 | +20,905 | $6.2M | +$4.1M | 164.1% |
| Covea Finance | 73,220 | +16,830 | $13.5M | +$4.1M | 29.8% |
| 1832 Asset Management L.P. | 133,027 | +10,700 | $24.5M | +$4.0M | 8.7% |
| D.A. DAVIDSON & CO. | 25,637 | +21,361 | $4.7M | +$4.0M | 499.6% |
| Family Capital Trust Co | 22,162 | +21,116 | $4.1M | +$3.9M | 2018.7% |
| Union Bancaire Privee, UBP SA | 26,526 | +22,870 | $4.3M | +$3.8M | 625.5% |
| NORDEA INVESTMENT MANAGEMENT AB | 152,354 | +5,986 | $28.1M | +$3.8M | 4.1% |
| CREDIT AGRICOLE S A | 127,531 | +8,759 | $23.5M | +$3.6M | 7.4% |
| NEW YORK STATE COMMON RETIREMENT FUND | 146,955 | +6,600 | $27.1M | +$3.6M | 4.7% |
| MILLER HOWARD INVESTMENTS INC /NY | 167,940 | +4,390 | $31.0M | +$3.6M | 2.7% |
| Ninety One UK Ltd | 97,731 | +10,946 | $18.0M | +$3.5M | 12.6% |
| Jain Global LLC | 36,297 | +17,105 | $6.7M | +$3.5M | 89.1% |
| SEI INVESTMENTS CO | 136,798 | +6,539 | $25.2M | +$3.4M | 5.0% |
| Aberdeen Group plc | 161,156 | +5,443 | $29.7M | +$3.4M | 3.5% |
| OSSIAM | 29,547 | +16,652 | $5.5M | +$3.3M | 129.1% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 54,579 | +13,592 | $10.1M | +$3.2M | 33.2% |
| JENNISON ASSOCIATES LLC | 158,561 | +1,720 | $29.3M | +$3.0M | 1.1% |
| Quantinno Capital Management LP | 103,926 | +7,101 | $19.2M | +$3.0M | 7.3% |
| NEOS Investment Management LLC | 38,604 | +13,653 | $7.1M | +$2.9M | 54.7% |
| PNC Financial Services Group, Inc. | 34,805 | +12,640 | $6.4M | +$2.7M | 57.0% |
| BANK OF NOVA SCOTIA | 50,202 | +10,682 | $9.3M | +$2.6M | 27.0% |
| SCS Capital Management LLC | 114,183 | +3,326 | $21.1M | +$2.5M | 3.0% |
| Empowered Funds, LLC | 19,949 | +12,846 | $3.7M | +$2.5M | 180.8% |
| Voleon Capital Management LP | 15,842 | +12,327 | $2.9M | +$2.3M | 350.7% |
| Vinva Investment Management Ltd | 29,847 | +10,691 | $5.5M | +$2.3M | 55.8% |
| MARTINGALE ASSET MANAGEMENT L P | 22,649 | +11,235 | $4.2M | +$2.3M | 98.4% |
| B. Metzler seel. Sohn & Co. AG | 31,275 | +10,222 | $5.8M | +$2.3M | 48.5% |
| GATEWAY INVESTMENT ADVISERS LLC | 127,477 | +403 | $23.5M | +$2.2M | 0.3% |
| Mirae Asset Global Investments Co., Ltd. | 54,427 | +7,666 | $10.0M | +$2.2M | 16.4% |
| Federation des caisses Desjardins du Quebec | 47,569 | +8,176 | $8.8M | +$2.2M | 20.8% |
| OneDigital Investment Advisors LLC | 13,330 | +10,869 | $2.5M | +$2.0M | 441.6% |
| Woodline Partners LP | 36,634 | +8,194 | $6.8M | +$2.0M | 28.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 39,177 | +9,990 | $6.8M | +$1.9M | 34.2% |
| CAPTRUST FINANCIAL ADVISORS | 101,669 | +1,132 | $18.8M | +$1.9M | 1.1% |
| PEAK FINANCIAL ADVISORS LLC | 14,101 | +9,712 | $2.6M | +$1.9M | 221.3% |
| US BANCORP \DE\ | 35,780 | +7,500 | $6.6M | +$1.9M | 26.5% |
| Americana Partners, LLC | 77,178 | +3,080 | $14.2M | +$1.8M | 4.2% |
| BLAIR WILLIAM & CO/IL | 46,198 | +6,185 | $8.5M | +$1.8M | 15.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 38,122 | +6,944 | $7.0M | +$1.8M | 22.3% |
| ARS Investment Partners, LLC | 65,961 | +4,064 | $12.2M | +$1.8M | 6.6% |
| Counterpoint Mutual Funds LLC | 10,421 | +8,473 | $2.1M | +$1.7M | 434.9% |
| Creative Planning | 51,356 | +4,824 | $9.5M | +$1.7M | 10.4% |
| ALLSTATE CORP | 16,282 | +8,135 | $3.0M | +$1.6M | 99.8% |
| VIKING FUND MANAGEMENT LLC | 31,000 | +6,000 | $5.7M | +$1.5M | 24.0% |
| Volterra Technologies LP | 12,167 | +7,221 | $2.2M | +$1.4M | 146.0% |
| XPONANCE, INC. | 68,118 | +1,244 | $12.6M | +$1.4M | 1.9% |
| Orion Porfolio Solutions, LLC | 14,949 | +6,603 | $2.8M | +$1.4M | 79.1% |
| Cambridge Financial Group, Inc. | 43,910 | +3,520 | $8.1M | +$1.3M | 8.7% |
| Czech National Bank | 56,603 | +1,948 | $10.4M | +$1.3M | 3.6% |
| Vestmark Advisory Solutions, Inc. | 14,454 | +6,137 | $2.7M | +$1.3M | 73.8% |
| Corient Private Wealth LLC | 224,984 | +190,306 | $7.1M | +$1.3M | 548.8% |
| Pallas Capital Advisors LLC | 27,708 | +4,685 | $5.1M | +$1.3M | 20.3% |
| M&T Bank Corp | 25,290 | +4,869 | $4.7M | +$1.2M | 23.8% |
| Segment Wealth Management, LLC | 61,325 | +1,030 | $11.3M | +$1.2M | 1.7% |
| Freemont Management S.A. | 9,200 | +6,100 | $1.7M | +$1.2M | 196.8% |
| Candriam S.C.A. | 23,909 | +4,481 | $4.4M | +$1.2M | 23.1% |
| &PARTNERS | 28,135 | +3,699 | $5.2M | +$1.1M | 15.1% |
| Wealthfront Advisers LLC | 19,256 | +4,602 | $3.6M | +$1.1M | 31.4% |
| Investment Management Corp of Ontario | 20,576 | +4,449 | $3.8M | +$1.1M | 27.6% |
| Gryphon Financial Partners LLC | 63,729 | +49 | $11.8M | +$1.1M | 0.1% |
| Coppell Advisory Solutions LLC | 27,978 | +3,581 | $5.2M | +$1.1M | 14.7% |
| U.S. Capital Wealth Advisors, LLC | 33,094 | +2,829 | $6.1M | +$1.0M | 9.3% |
| AGF MANAGEMENT LTD | 18,646 | +4,182 | $3.4M | +$1.0M | 28.9% |
| Knollwood Investment Advisory, LLC | 57,496 | +223 | $10.6M | +$1.0M | 0.4% |
| Cetera Investment Advisers | 42,143 | +1,632 | $7.8M | +$988.0K | 4.0% |
| Icon Wealth Advisors, LLC | 19,649 | +3,797 | $3.6M | +$969.4K | 23.9% |
| Capital Investment Advisors, LLC | 28,727 | +2,854 | $5.3M | +$965.4K | 11.0% |
| MUFG Securities EMEA plc | 8,800 | +4,681 | $1.6M | +$933.5K | 113.6% |
| Advisors Asset Management, Inc. | 15,091 | +4,034 | $2.8M | +$931.8K | 36.5% |
| Vanguard Personalized Indexing Management, LLC | 30,660 | +2,114 | $5.7M | +$874.0K | 7.4% |
| QRG CAPITAL MANAGEMENT, INC. | 12,464 | +3,903 | $2.3M | +$865.3K | 45.6% |
| NewEdge Wealth, LLC | 14,122 | +3,338 | $2.6M | +$851.1K | 30.9% |
| VIRTUS ADVISERS, LLC | 4,658 | +4,529 | $830.0K | +$808.3K | 3510.8% |
| SCP Investment, LP | 13,678 | +3,390 | $2.5M | +$799.9K | 33.0% |
| CASTLEARK MANAGEMENT LLC | 19,400 | +2,720 | $3.6M | +$784.7K | 16.3% |
| DNB Asset Management AS | 43,836 | +208 | $8.1M | +$778.3K | 0.5% |
| NWAM LLC | 6,456 | +4,286 | $1.1M | +$760.5K | 197.5% |
| NISA INVESTMENT ADVISORS, LLC | 15,584 | +2,881 | $2.9M | +$747.0K | 22.7% |
| Manhattan West Asset Management, LLC | 10,341 | +3,213 | $1.9M | +$713.7K | 45.1% |
| Vise Technologies, Inc. | 10,491 | +3,083 | $1.9M | +$694.3K | 41.6% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 33,247 | +1,953 | $6.1M | +$686.4K | 6.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,711 | +2,972 | $2.0M | +$679.3K | 38.4% |
| Horizon Investments, LLC | 20,899 | +1,773 | $3.9M | +$672.7K | 9.3% |
| Generali Asset Management SPA SGR | 30,824 | +814 | $5.7M | +$659.2K | 2.7% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 15,834 | +2,235 | $2.9M | +$643.0K | 16.4% |
| FORA Capital, LLC | 9,345 | +2,861 | $1.7M | +$637.8K | 44.1% |
| EXENCIAL WEALTH ADVISORS, LLC | 34,829 | +38 | $6.4M | +$597.0K | 0.1% |
| Kestra Advisory Services, LLC | 15,458 | +1,928 | $2.9M | +$585.2K | 14.2% |
| Secure Asset Management, LLC | 12,892 | +2,114 | $2.4M | +$567.1K | 19.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,515 | +390 | $5.1M | +$532.0K | 1.4% |
| Legacy Financial Advisors, Inc. | 6,440 | +2,460 | $1.2M | +$521.4K | 61.8% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 27,269 | +78 | $5.0M | +$475.6K | 0.3% |
| Atria Investments, Inc | 7,907 | +2,027 | $1.5M | +$473.8K | 34.5% |
| Polymer Capital Management (US) LLC | 4,396 | +2,314 | $811.1K | +$462.2K | 111.1% |
| Sequoia Financial Advisors, LLC | 8,449 | +1,878 | $1.6M | +$457.9K | 28.6% |
| Inspire Investing, LLC | 21,524 | +521 | $4.0M | +$452.4K | 2.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 4,315 | +2,249 | $796.1K | +$450.0K | 108.8% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 3,116 | +2,365 | $574.9K | +$449.1K | 314.9% |
| Kingsview Wealth Management, LLC | 23,548 | +266 | $4.3M | +$443.9K | 1.1% |
| Turtle Creek Wealth Advisors, LLC | 7,086 | +1,674 | $1.3M | +$400.6K | 30.9% |
| Callan Family Office, LLC | 7,049 | +1,674 | $1.3M | +$400.1K | 31.1% |
| Focus Partners Wealth | 5,513 | +1,722 | $991.6K | +$357.3K | 45.4% |
| CARY STREET PARTNERS FINANCIAL LLC | 1,924 | +1,862 | $354.9K | +$344.6K | 3003.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 8,729 | +1,122 | $1.6M | +$336.0K | 14.7% |
| Nikko Asset Management Americas, Inc. | 5,203 | +1,465 | $959.8K | +$333.8K | 39.2% |
| Private Advisor Group, LLC | 11,458 | +832 | $2.1M | +$333.6K | 7.8% |
| Sterling Capital Management LLC | 7,301 | +1,198 | $1.3M | +$324.5K | 19.6% |
| Cresset Asset Management, LLC | 14,963 | +394 | $2.8M | +$319.8K | 2.7% |
| JANUS HENDERSON GROUP PLC | 14,462 | +425 | $2.7M | +$315.9K | 3.0% |
| Beacon Pointe Advisors, LLC | 3,022 | +1,542 | $557.5K | +$309.6K | 104.2% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 15,494 | +157 | $2.9M | +$289.1K | 1.0% |
| Canada Post Corp Registered Pension Plan | 5,130 | +1,140 | $946.5K | +$271.8K | 28.6% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 3,137 | +1,119 | $578.8K | +$240.7K | 55.5% |
| Snowden Capital Advisors LLC | 4,278 | +995 | $789.3K | +$239.3K | 30.3% |
| STEPHENS INC /AR/ | 11,703 | +206 | $2.2M | +$233.0K | 1.8% |
| Farther Finance Advisors, LLC | 4,242 | +957 | $782.7K | +$232.3K | 29.1% |
| EMERALD ADVISERS, LLC | 5,173 | +859 | $954.4K | +$231.7K | 19.9% |
| Wealthspire Advisors, LLC | 1,327 | +1,114 | $244.8K | +$209.1K | 523.0% |
| BROWN BROTHERS HARRIMAN & CO | 6,032 | +591 | $1.1M | +$201.3K | 10.9% |
| Buckley Wealth Management, LLC | 8,055 | +375 | $1.5M | +$199.4K | 4.9% |
| TD Waterhouse Canada Inc. | 1,690 | +992 | $311.8K | +$194.4K | 142.1% |
| Independent Advisor Alliance | 9,034 | +216 | $1.7M | +$189.5K | 2.4% |
| OneAscent Investment Solutions LLC | 2,713 | +855 | $500.5K | +$189.3K | 46.0% |
| MN Wealth Advisors, LLC | 4,427 | +614 | $816.9K | +$178.0K | 16.1% |
| Gotham Asset Management, LLC | 4,523 | +580 | $834.5K | +$173.9K | 14.7% |
| Norinchukin Bank, The | 9,529 | +62 | $1.8M | +$172.0K | 0.7% |
| EverSource Wealth Advisors, LLC | 3,854 | +623 | $711.1K | +$169.8K | 19.3% |
| Paragon Private Wealth Management, LLC | 6,430 | +359 | $1.2M | +$169.2K | 5.9% |
| Hardy Reed LLC | 4,280 | +549 | $789.7K | +$164.6K | 14.7% |
| Caldwell Trust Co | 2,779 | +700 | $512.7K | +$164.4K | 33.7% |
| Crossmark Global Holdings, Inc. | 9,289 | +35 | $1.7M | +$163.4K | 0.4% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6,656 | +292 | $1.2M | +$161.6K | 4.6% |
| GAMMA Investing LLC | 4,950 | +461 | $913.3K | +$161.2K | 10.3% |
| Stratos Wealth Partners, LTD. | 5,450 | +404 | $1.0M | +$160.1K | 8.0% |
| SIGNATUREFD, LLC | 7,594 | +180 | $1.4M | +$158.9K | 2.4% |
| Cynosure Group, LLC | 2,910 | +650 | $536.9K | +$158.3K | 28.8% |
| Capital Planning Advisors, LLC | 5,723 | +339 | $1.1M | +$153.9K | 6.3% |
| JONES FINANCIAL COMPANIES LLLP | 3,594 | +650 | $663.1K | +$151.0K | 22.1% |
| Fisher Asset Management, LLC | 1,850 | +637 | $341.4K | +$138.0K | 52.5% |
| Curi Capital, LLC | 4,836 | +332 | $892.2K | +$137.6K | 7.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,654 | +546 | $489.7K | +$136.5K | 25.9% |
| Steward Partners Investment Advisory, LLC | 7,455 | +51 | $1.4M | +$135.1K | 0.7% |
| CHOREO, LLC | 5,110 | +238 | $948.7K | +$132.4K | 4.9% |
| BASSO CAPITAL MANAGEMENT, L.P. | 6,525 | +100 | $1.2M | +$127.4K | 1.6% |
| SIMPLEX TRADING, LLC | 656 | +553 | $121.0K | +$121.0K | 536.9% |
| Red Door Wealth Management, LLC | 1,901 | +501 | $350.7K | +$116.2K | 35.8% |
| Arax Advisory Partners | 2,440 | +400 | $450.2K | +$108.3K | 19.6% |
| Concurrent Investment Advisors, LLC | 1,730 | +453 | $319.1K | +$105.2K | 35.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,017 | +105 | $925.7K | +$102.7K | 2.1% |
| Merit Financial Group, LLC | 1,918 | +350 | $354.0K | +$91.2K | 22.3% |
| Meeder Advisory Services, Inc. | 4,370 | +98 | $806.2K | +$90.5K | 2.3% |
| Clearstead Advisors, LLC | 754 | +439 | $139.1K | +$86.3K | 139.4% |
| Parallel Advisors, LLC | 4,661 | +32 | $860.0K | +$84.4K | 0.7% |
| OAK HARBOR WEALTH PARTNERS, LLC | 3,551 | +131 | $655.2K | +$82.2K | 3.8% |
| PRINCIPAL SECURITIES, INC. | 1,169 | +342 | $215.7K | +$77.1K | 41.4% |
| Valley Brook Capital Group, Inc. | 3,405 | +115 | $628.2K | +$77.0K | 3.5% |
| Arkadios Wealth Advisors | 1,636 | +293 | $301.9K | +$76.8K | 21.8% |
| MCF Advisors LLC | 883 | +367 | $163.0K | +$76.5K | 71.1% |
| LYELL WEALTH MANAGEMENT, LP | 3,803 | +67 | $701.7K | +$75.7K | 1.8% |
| Smartleaf Asset Management LLC | 2,789 | +172 | $517.8K | +$75.2K | 6.6% |
| Moors & Cabot, Inc. | 1,484 | +275 | $273.8K | +$71.2K | 22.7% |
| Blue Trust, Inc. | 2,580 | +163 | $476.0K | +$71.1K | 6.7% |
| Larson Financial Group LLC | 1,744 | +236 | $321.8K | +$69.2K | 15.6% |
| LAZARI CAPITAL MANAGEMENT, INC. | 3,466 | +15 | $639.5K | +$61.3K | 0.4% |
| OneAscent Wealth Management LLC | 1,513 | +198 | $279.1K | +$58.8K | 15.1% |
| IFG Advisory, LLC | 2,176 | +125 | $401.5K | +$58.0K | 6.1% |
| Soltis Investment Advisors LLC | 3,001 | +40 | $553.7K | +$57.6K | 1.4% |
| Marion Wealth Management | 1,345 | +149 | $257.7K | +$57.2K | 12.4% |
| Venture Visionary Partners LLC | 1,624 | +166 | $299.6K | +$55.4K | 11.4% |
| ASSETMARK, INC | 1,545 | +160 | $285.0K | +$53.0K | 11.6% |
| Dynamic Advisor Solutions LLC | 2,631 | +21 | $485.4K | +$48.1K | 0.8% |
| CITIZENS FINANCIAL GROUP INC/RI | 2,362 | +45 | $435.8K | +$47.6K | 1.9% |
| JOHNSON INVESTMENT COUNSEL INC | 1,570 | +118 | $289.7K | +$46.4K | 8.1% |
| Valeo Financial Advisors, LLC | 1,502 | +123 | $277.0K | +$46.1K | 8.9% |
| Insight Wealth Strategies, LLC | 2,513 | +17 | $463.6K | +$45.4K | 0.7% |
| EVOKE WEALTH, LLC | 1,693 | +97 | $312.4K | +$45.0K | 6.1% |
| WEST PACES ADVISORS INC. | 1,615 | +100 | $298.0K | +$44.1K | 6.6% |
| COHEN & STEERS, INC. | 925,235 | +160,372 | $170.7K | +$42.6K | 21.0% |
| LRI Investments, LLC | 676 | +181 | $124.7K | +$41.8K | 36.6% |
| PDS Planning, Inc | 1,373 | +99 | $253.2K | +$39.9K | 7.8% |
| Dorsey & Whitney Trust CO LLC | 1,364 | +93 | $251.7K | +$38.7K | 7.3% |
| Avidian Wealth Enterprises, LLC | 1,860 | +42 | $343.1K | +$38.5K | 2.3% |
| Mill Creek Capital Advisors, LLC | 1,894 | +26 | $349.4K | +$36.5K | 1.4% |
| HUNTINGTON NATIONAL BANK | 993 | +108 | $183.2K | +$34.9K | 12.2% |
| OPPENHEIMER & CO INC | 1,568 | +45 | $289.3K | +$34.1K | 3.0% |
| Aptus Capital Advisors, LLC | 1,648 | +36 | $304.1K | +$34.0K | 2.2% |
| IHT Wealth Management, LLC | 1,914 | +1 | $353.1K | +$32.6K | 0.1% |
| Wealthcare Advisory Partners LLC | 1,425 | +49 | $262.8K | +$32.2K | 3.6% |
| Sound View Wealth Advisors Group, LLC | 1,874 | +2 | $345.8K | +$32.1K | 0.1% |
| Howard Capital Management Inc. | 1,788 | +8 | $329.9K | +$31.7K | 0.4% |
| Parkside Financial Bank & Trust | 855 | +95 | $157.7K | +$30.4K | 12.5% |
| Equitable Holdings, Inc. | 1,719 | +5 | $317.2K | +$30.0K | 0.3% |
| Johnson & White Wealth Management, LLC | 1,543 | +9 | $284.6K | +$27.6K | 0.6% |
| Canopy Partners, LLC | 1,423 | +16 | $262.5K | +$26.8K | 1.1% |
| Gen-Wealth Partners Inc | 1,343 | +21 | $247.8K | +$26.3K | 1.6% |
| FIDELIS CAPITAL PARTNERS, LLC | 1,438 | +9 | $265.3K | +$25.9K | 0.6% |
| WPWealth LLP | 1,473 | +4 | $271.8K | +$25.7K | 0.3% |
| Parisi Gray Wealth Management | 1,399 | +8 | $258.2K | +$25.1K | 0.6% |
| Trueblood Wealth Management, LLC | 1,383 | +8 | $255.2K | +$24.8K | 0.6% |
| SG Americas Securities, LLC | 134,278 | +127,850 | $24.8K | +$23.7K | 1989.0% |
| HARRELL INVESTMENT PARTNERS, LLC | 1,287 | +7 | $237.4K | +$23.1K | 0.5% |
| Rosenberg Matthew Hamilton | 366 | +97 | $67.5K | +$22.5K | 36.0% |
| Amplify Investments, LLC | 833 | +147 | $136.7K | +$21.8K | 21.4% |
| PFG Investments, LLC | 1,248 | +2 | $230.2K | +$21.4K | 0.2% |
| Five Oceans Advisors | 1,225 | +3 | $226.0K | +$21.3K | 0.2% |
| Cornerstone Planning Group LLC | 123 | +50 | $24.8K | +$21.1K | 68.5% |
| Bell Investment Advisors, Inc | 835 | +37 | $154.1K | +$20.4K | 4.6% |
| Generali Investments, Management Co LLC | 627 | +43 | $115.7K | +$17.8K | 7.4% |
| FINANCIAL CONSULATE, INC | 1,009 | +4 | $186.2K | +$17.8K | 0.4% |
| New Age Alpha Advisors, LLC | 671 | +36 | $123.8K | +$17.4K | 5.7% |
| HARBOUR INVESTMENTS, INC. | 547 | +45 | $101.0K | +$16.9K | 9.0% |
| CYBER HORNET ETFs LLC | 641 | +36 | $118.3K | +$16.9K | 6.0% |
| WOLFF WIESE MAGANA LLC | 699 | +30 | $129.0K | +$16.9K | 4.5% |
| Versant Capital Management, Inc | 865 | +8 | $159.6K | +$16.0K | 0.9% |
| FIRST HORIZON CORP | 340 | +57 | $62.7K | +$15.3K | 20.1% |
| Salomon & Ludwin, LLC | 123 | +78 | $22.6K | +$15.3K | 173.3% |
| SBI Securities Co., Ltd. | 630 | +25 | $116.2K | +$14.9K | 4.1% |
| DAGCO, INC. | 824 | +3 | $152.1K | +$14.6K | 0.4% |
| FARMERS & MERCHANTS INVESTMENTS INC | 785 | +5 | $144.8K | +$14.2K | 0.6% |
| Measured Wealth Private Client Group, LLC | 781 | +4 | $144.2K | +$14.0K | 0.5% |
| Cromwell Holdings LLC | 726 | +7 | $133.9K | +$13.5K | 1.0% |
| Root Financial Partners, LLC | 270 | +40 | $49.9K | +$11.3K | 17.4% |
| Lido Advisors, LLC | 6,439 | +21 | $1.1M | +$11.2K | 0.3% |
| PRIVATE TRUST CO NA | 528 | +9 | $97.4K | +$10.5K | 1.7% |
| HFM Investment Advisors, LLC | 57 | +50 | $10.5K | +$9.3K | 714.3% |
| JFS WEALTH ADVISORS, LLC | 157 | +38 | $29.0K | +$9.0K | 31.9% |
| CBIZ Investment Advisory Services, LLC | 74 | +44 | $13.7K | +$8.6K | 146.7% |
| CVA Family Office, LLC | 138 | +36 | $25.5K | +$8.4K | 35.3% |
| Hilltop National Bank | 374 | +9 | $69.0K | +$7.9K | 2.5% |
| Physician Wealth Advisors, Inc. | 52 | +39 | $9.6K | +$7.4K | 300.0% |
| SouthState Corp | 53 | +37 | $9.8K | +$7.1K | 231.3% |
| Carolina Wealth Advisors, LLC | 347 | +2 | $64.0K | +$6.2K | 0.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,392 | +25,518 | $11.5K | +$5.3K | 69.2% |
| TOTH FINANCIAL ADVISORY CORP | 301 | +1 | $55.5K | +$5.3K | 0.3% |
| Valued Wealth Advisors LLC | 111 | +16 | $20.5K | +$4.6K | 16.8% |
| CENTRAL TRUST Co | 250 | +2 | $46.1K | +$4.6K | 0.8% |
| Clearstead Trust, LLC | 32 | +24 | $5.9K | +$4.6K | 300.0% |
| Sachetta, LLC | 121 | +13 | $22.3K | +$4.2K | 12.0% |
| ORG Partners LLC | 66 | +17 | $12.2K | +$4.0K | 34.7% |
| Colonial Trust Co / SC | 40 | +19 | $7.4K | +$3.9K | 90.5% |
| ROTHSCHILD INVESTMENT LLC | 199 | +3 | $36.7K | +$3.9K | 1.5% |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | +14 | $13.5K | +$3.6K | 23.7% |
| Janney Montgomery Scott LLC | 69,294 | +8,665 | $12.8K | +$2.6K | 14.3% |
| Dogwood Wealth Management LLC | 21 | +12 | $3.9K | +$2.4K | 133.3% |
| Bay Harbor Wealth Management, LLC | 26 | +11 | $4.8K | +$2.3K | 73.3% |
| Darwin Wealth Management, LLC | 123 | +1 | $22.8K | +$2.2K | 0.8% |
| AdvisorNet Financial, Inc | 38 | +9 | $7.0K | +$2.2K | 31.0% |
| SJS Investment Consulting Inc. | 26 | +10 | $4.8K | +$2.1K | 62.5% |
| Thrivent Financial for Lutherans | 19,154 | +9,807 | $3.5K | +$2.0K | 104.9% |
| Marquette Asset Management, LLC | 26 | +9 | $4.8K | +$1.9K | 52.9% |
| VAN ECK ASSOCIATES CORP | 96,505 | +1,598 | $17.8K | +$1.9K | 1.7% |
| High Note Wealth, LLC | 11 | +10 | $2.0K | +$1.9K | 1000.0% |
| Glass Jacobson Investment Advisors llc | 104 | +1 | $19.2K | +$1.9K | 1.0% |
| Daiwa Securities Group Inc. | 47,471 | +3,391 | $8.8K | +$1.4K | 7.7% |
| First Command Advisory Services, Inc. | 11 | +7 | $2.0K | +$1.4K | 175.0% |
| WINNOW WEALTH LLC | 8 | +7 | $1.5K | +$1.3K | 700.0% |
| Transamerica Financial Advisors, LLC | 16 | +6 | $3.0K | +$1.3K | 60.0% |
| Dunhill Financial, LLC | 45 | +2 | $8.3K | +$1.1K | 4.7% |
| AMALGAMATED BANK | 48,131 | +288 | $8.9K | +$864 | 0.6% |
| Rialto Wealth Management, LLC | 11 | +4 | $2.0K | +$857 | 57.1% |
| Hughes Financial Services, LLC | 6 | +3 | $1.1K | +$599 | 100.0% |
| Retirement Wealth Solutions LLC | 22 | +1 | $4.1K | +$540 | 4.8% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | +1 | $594 | +$259 | 50.0% |
| American Capital Advisory, LLC | 3 | +1 | $554 | +$218 | 50.0% |
| PARK AVENUE SECURITIES LLC | 3,605 | +583 | $665 | +$159 | 19.3% |
| BESSEMER GROUP INC | 2,131 | +293 | $393 | +$86 | 15.9% |
| WEDBUSH SECURITIES INC | 1,548 | +193 | $286 | +$59 | 14.2% |
| Bollard Group LLC | 1,225 | +1 | $226 | +$21 | 0.1% |
| HANTZ FINANCIAL SERVICES, INC. | 526 | +50 | $97 | +$17 | 10.5% |
| Avion Wealth | 282 | +6 | $52 | +$6 | 2.2% |
| GW&K Investment Management, LLC | 220 | +7 | $41 | +$5 | 3.3% |