13F QoQ Ownership Changes
TROW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 149 new · 394 added · 560 reduced · 100 exited
New Positions(149)
Added To(394)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 8,770,071 | +6,740,172 | $897.9M | +$689.5M | 332.0% |
| FIRST TRUST ADVISORS LP | 3,280,854 | +1,832,231 | $335.9M | +$187.2M | 126.5% |
| Squarepoint Ops LLC | 1,109,458 | +978,181 | $113.6M | +$100.1M | 745.1% |
| MORGAN STANLEY | 3,443,322 | +476,219 | $352.5M | +$48.0M | 16.0% |
| NORGES BANK | 1,253,007 | +477,803 | $128.3M | +$43.8M | 61.6% |
| NORTHERN TRUST CORP | 2,874,227 | +345,111 | $294.3M | +$34.7M | 13.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 325,029 | +301,934 | $33.4M | +$31.0M | 1307.3% |
| BANK OF NOVA SCOTIA | 317,856 | +258,916 | $32.5M | +$26.5M | 439.3% |
| FRANKLIN RESOURCES INC | 775,822 | +243,743 | $79.4M | +$24.8M | 45.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 444,776 | +238,347 | $45.5M | +$24.3M | 115.5% |
| BANK OF AMERICA CORP /DE/ | 1,042,611 | +215,521 | $106.7M | +$21.8M | 26.1% |
| BARCLAYS PLC | 894,365 | +265,532 | $86.3M | +$21.8M | 42.2% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,585,394 | +170,278 | $264.7M | +$16.8M | 7.0% |
| Walleye Capital LLC | 221,097 | +160,605 | $22.6M | +$16.4M | 265.5% |
| AQR CAPITAL MANAGEMENT LLC | 626,317 | +151,565 | $64.1M | +$15.4M | 31.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,073,846 | +143,109 | $826.6M | +$12.6M | 1.8% |
| Invesco Ltd. | 3,520,858 | +131,438 | $360.5M | +$12.6M | 3.9% |
| Amundi | 1,021,743 | +132,072 | $104.6M | +$11.0M | 14.8% |
| Assenagon Asset Management S.A. | 312,768 | +95,351 | $32.0M | +$9.7M | 43.9% |
| Quantinno Capital Management LP | 303,065 | +94,580 | $31.0M | +$9.6M | 45.4% |
| BNP PARIBAS FINANCIAL MARKETS | 341,678 | +73,173 | $41.1M | +$8.4M | 27.3% |
| BlackRock, Inc. | 20,763,957 | +134,010 | $2.13B | +$8.4M | 0.6% |
| Walleye Trading LLC | 147,900 | +73,800 | $15.1M | +$7.5M | 99.6% |
| DEUTSCHE BANK AG\ | 1,002,641 | +74,681 | $102.7M | +$7.4M | 8.0% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 266,682 | +71,535 | $27.3M | +$7.3M | 36.6% |
| Chevy Chase Trust Holdings, LLC | 177,698 | +62,152 | $18.2M | +$6.3M | 53.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 108,971 | +61,617 | $11.2M | +$6.3M | 130.1% |
| LPL Financial LLC | 633,529 | +61,826 | $64.9M | +$6.2M | 10.8% |
| VANGUARD GROUP INC | 26,401,666 | +7,943 | $2.70B | -$6.0M | 0.0% |
| Jefferies Financial Group Inc. | 87,344 | +58,196 | $8.9M | +$6.0M | 199.7% |
| PRUDENTIAL FINANCIAL INC | 199,499 | +56,823 | $20.4M | +$5.8M | 39.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 118,749 | +55,896 | $12.2M | +$5.7M | 88.9% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 342,186 | +55,948 | $35.0M | +$5.7M | 19.5% |
| Vinva Investment Management Ltd | 234,795 | +51,528 | $24.3M | +$5.4M | 28.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 233,395 | +42,611 | $24.1M | +$4.5M | 22.3% |
| IFM Investors Pty Ltd | 42,731 | +465 | $4.4K | -$4.4M | 1.1% |
| MML INVESTORS SERVICES, LLC | 55,650 | +41,720 | $5.7M | +$4.3M | 299.5% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 73,896 | +36,851 | $7.6M | +$3.8M | 99.5% |
| TWO SIGMA INVESTMENTS, LP | 67,446 | +34,106 | $6.9M | +$3.5M | 102.3% |
| FORSTA AP-FONDEN | 93,800 | +32,500 | $9.6M | +$3.3M | 53.0% |
| LBP AM SA | 156,879 | +30,226 | $16.1M | +$3.1M | 23.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 520,782 | +18,952 | $54.5M | +$3.0M | 3.8% |
| Y-Intercept (Hong Kong) Ltd | 43,695 | +28,694 | $4.5M | +$2.9M | 191.3% |
| National Pension Service | 453,005 | +29,678 | $46.4M | +$2.9M | 7.0% |
| Korea Investment CORP | 99,306 | +28,700 | $10.2M | +$2.9M | 40.6% |
| Voleon Capital Management LP | 31,350 | +28,455 | $3.2M | +$2.9M | 982.9% |
| UBS Group AG | 2,740,563 | +34,858 | $280.6M | +$2.9M | 1.3% |
| Kerusso Capital Management LLC | 42,658 | +26,779 | $4.4M | +$2.7M | 168.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 195,036 | +26,696 | $20.0M | +$2.7M | 15.8% |
| Russell Investments Group, Ltd. | 168,370 | +26,170 | $17.3M | +$2.7M | 18.4% |
| QRG CAPITAL MANAGEMENT, INC. | 42,476 | +25,685 | $4.3M | +$2.6M | 153.0% |
| VICTORY CAPITAL MANAGEMENT INC | 414,876 | +25,725 | $42.5M | +$2.5M | 6.6% |
| Aquatic Capital Management LLC | 69,554 | +24,462 | $7.1M | +$2.5M | 54.2% |
| CAPITAL FUND MANAGEMENT S.A. | 125,300 | +24,421 | $12.8M | +$2.5M | 24.2% |
| CITIGROUP INC | 689,081 | +25,070 | $70.5M | +$2.4M | 3.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 428,797 | +24,395 | $43.9M | +$2.4M | 6.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 959,656 | +24,440 | $98.2M | +$2.3M | 2.6% |
| WELLS FARGO & COMPANY/MN | 838,740 | +22,600 | $85.9M | +$2.1M | 2.8% |
| NATIXIS | 28,831 | +20,287 | $3.0M | +$2.1M | 237.4% |
| CIBC Asset Management Inc | 55,829 | +19,924 | $5.7M | +$2.0M | 55.5% |
| Ruffer LLP | 61,083 | +18,939 | $6.3M | +$1.9M | 44.9% |
| BANK OF MONTREAL /CAN/ | 735,357 | +20,125 | $75.3M | +$1.9M | 2.8% |
| Zurich Insurance Group Ltd/FI | 28,100 | +17,900 | $2.9M | +$1.8M | 175.5% |
| SEI INVESTMENTS CO | 86,589 | +17,109 | $8.9M | +$1.7M | 24.6% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 546,700 | +18,200 | $56.0M | +$1.7M | 3.4% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 103,275 | +17,064 | $10.6M | +$1.7M | 19.8% |
| Generali Asset Management SPA SGR | 17,715 | +16,720 | $1.8M | +$1.7M | 1680.4% |
| FIL Ltd | 24,233 | +16,711 | $2.5M | +$1.7M | 222.2% |
| Balyasny Asset Management L.P. | 19,287 | +16,687 | $2.0M | +$1.7M | 641.8% |
| Arkadios Wealth Advisors | 27,457 | +16,245 | $2.8M | +$1.7M | 144.9% |
| NATIONAL BANK OF CANADA /FI/ | 184,334 | +16,656 | $18.9M | +$1.6M | 9.9% |
| SummitTX Capital, L.P. | 38,375 | +15,600 | $3.9M | +$1.6M | 68.5% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 18,081 | +15,283 | $1.9M | +$1.6M | 546.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 41,850 | +12,776 | $4.5M | +$1.6M | 43.9% |
| MACKENZIE FINANCIAL CORP | 168,816 | +13,823 | $17.5M | +$1.6M | 8.9% |
| Legacy Financial Strategies, LLC | 17,573 | +14,797 | $1.8M | +$1.5M | 533.0% |
| DANSKE BANK A/S | 124,604 | +14,300 | $12.8M | +$1.4M | 13.0% |
| AlphaQuest LLC | 20,089 | +13,649 | $2.1M | +$1.4M | 211.9% |
| Focus Partners Wealth | 29,545 | +12,150 | $3.0M | +$1.2M | 69.8% |
| Robeco Institutional Asset Management B.V. | 79,003 | +11,691 | $8.1M | +$1.2M | 17.4% |
| Skandinaviska Enskilda Banken AB (publ) | 57,502 | +11,337 | $5.9M | +$1.2M | 24.6% |
| Quantbot Technologies LP | 22,566 | +10,916 | $2.3M | +$1.1M | 93.7% |
| Impact Partnership Wealth, LLC | 15,126 | +10,869 | $1.5M | +$1.1M | 255.3% |
| STATE STREET CORP | 14,159,797 | +45,530 | $1.45B | +$991.7K | 0.3% |
| AVIVA PLC | 194,328 | +9,638 | $19.9M | +$938.7K | 5.2% |
| Elo Mutual Pension Insurance Co | 30,253 | +8,873 | $3.1M | +$902.9K | 41.5% |
| Rakuten Investment Management, Inc. | 28,771 | +9,399 | $3.0M | +$883.5K | 48.5% |
| PEAK6 LLC | 130,842 | +8,938 | $13.4M | +$883.4K | 7.3% |
| AE Wealth Management LLC | 269,341 | +9,249 | $27.6M | +$879.3K | 3.5% |
| Corient Private Wealth LLC | 78,778 | +44,745 | $4.3M | +$849.8K | 131.5% |
| Engineers Gate Manager LP | 14,616 | +8,093 | $1.5M | +$826.9K | 124.1% |
| Johnson Financial Group, Inc. | 34,910 | +7,900 | $3.6M | +$801.8K | 29.2% |
| CIBC WORLD MARKET INC. | 34,857 | +7,668 | $3.6M | +$778.0K | 28.2% |
| CREDIT AGRICOLE S A | 114,975 | +7,797 | $11.8M | +$770.4K | 7.3% |
| CreativeOne Wealth, LLC | 65,933 | +7,613 | $6.8M | +$764.3K | 13.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 38,924 | +7,258 | $4.0M | +$734.8K | 22.9% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 40,025 | +7,172 | $4.1M | +$725.7K | 21.8% |
| Crossmark Global Holdings, Inc. | 16,858 | +7,007 | $1.7M | +$714.8K | 71.1% |
| JONES FINANCIAL COMPANIES LLLP | 37,861 | +7,102 | $3.9M | +$693.6K | 23.1% |
| Kingsview Wealth Management, LLC | 9,974 | +6,651 | $1.0M | +$680.1K | 200.2% |
| Siemens Fonds Invest GmbH | 13,085 | +6,235 | $1.4M | +$653.0K | 91.0% |
| PYA Waltman Capital, LLC | 20,817 | +6,372 | $2.1M | +$648.6K | 44.1% |
| Erste Asset Management GmbH | 70,500 | +5,400 | $7.4M | +$630.2K | 8.3% |
| ALLSTATE CORP | 13,522 | +6,095 | $1.4M | +$622.1K | 82.1% |
| ALPS ADVISORS INC | 276,778 | +6,731 | $28.3M | +$618.9K | 2.5% |
| WBI INVESTMENTS, LLC | 12,482 | +5,680 | $1.3M | +$579.7K | 83.5% |
| Tidal Investments LLC | 16,749 | +5,395 | $1.7M | +$549.4K | 47.5% |
| Howard Capital Management Inc. | 10,583 | +5,201 | $1.1M | +$531.0K | 96.6% |
| Versor Investments LP | 8,302 | +4,899 | $850.0K | +$500.7K | 144.0% |
| NEOS Investment Management LLC | 29,472 | +4,952 | $3.0M | +$500.6K | 20.2% |
| MUFG Securities EMEA plc | 8,947 | +4,742 | $916.0K | +$484.4K | 112.8% |
| GUGGENHEIM CAPITAL LLC | 156,049 | +5,072 | $16.0M | +$480.0K | 3.4% |
| Ameritas Advisory Services, LLC | 6,582 | +4,609 | $673.9K | +$471.4K | 233.6% |
| Investment Management Corp of Ontario | 34,316 | +4,581 | $3.5M | +$461.3K | 15.4% |
| PRINCIPAL FINANCIAL GROUP INC | 260,763 | +5,014 | $26.7M | +$446.8K | 2.0% |
| Asset Management One Co., Ltd. | 98,375 | +2,441 | $10.3M | +$436.5K | 2.5% |
| PRUDENTIAL PLC | 9,792 | +3,947 | $1.0M | +$402.6K | 67.5% |
| D.A. DAVIDSON & CO. | 99,610 | +4,151 | $10.2M | +$400.1K | 4.3% |
| Metis Global Partners, LLC | 14,840 | +3,872 | $1.5M | +$393.6K | 35.3% |
| SUMMIT SECURITIES GROUP LLC | 5,923 | +3,845 | $606.4K | +$393.1K | 185.0% |
| TD Asset Management Inc | 111,933 | +3,811 | $11.5M | +$362.1K | 3.5% |
| Vanguard Personalized Indexing Management, LLC | 62,307 | +3,659 | $6.4M | +$359.2K | 6.2% |
| Poehling Capital Management, INC. | 19,212 | +3,480 | $2.0M | +$352.2K | 22.1% |
| Advisory Services Network, LLC | 31,055 | +3,481 | $3.2M | +$349.3K | 12.6% |
| XTX Topco Ltd | 10,934 | +3,430 | $1.1M | +$349.2K | 45.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28,810 | +3,426 | $2.9M | +$344.2K | 13.5% |
| Private Advisor Group, LLC | 11,206 | +3,360 | $1.1M | +$341.9K | 42.8% |
| Caprock Group, LLC | 6,750 | +3,386 | $691.1K | +$329.0K | 100.7% |
| DNB Asset Management AS | 45,479 | +3,318 | $4.7M | +$328.7K | 7.9% |
| Atria Investments, Inc | 13,055 | +3,220 | $1.3M | +$327.1K | 32.7% |
| AGF MANAGEMENT LTD | 12,152 | +3,172 | $1.2M | +$322.4K | 35.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 11,318 | +2,952 | $1.2M | +$300.1K | 35.3% |
| Candriam S.C.A. | 35,404 | +2,895 | $3.6M | +$288.1K | 8.9% |
| Kera Capital Partners, Inc. | 4,968 | +2,612 | $525.0K | +$283.2K | 110.9% |
| SYON CAPITAL LLC | 5,750 | +2,728 | $588.7K | +$278.5K | 90.3% |
| TL Private Wealth | 5,000 | +2,500 | $536.5K | +$273.1K | 100.0% |
| Aaron Wealth Advisors LLC | 5,197 | +2,577 | $532.1K | +$263.2K | 98.3% |
| Pacer Advisors, Inc. | 20,186 | +2,497 | $2.1M | +$251.0K | 14.1% |
| Northwest & Ethical Investments L.P. | 31,133 | +2,520 | $3.2M | +$250.6K | 8.8% |
| Mediolanum International Funds Ltd | 107,094 | +2,196 | $11.1M | +$240.2K | 2.1% |
| PRINCIPAL SECURITIES, INC. | 3,881 | +2,248 | $397.4K | +$229.7K | 137.7% |
| CARY STREET PARTNERS FINANCIAL LLC | 10,848 | +2,134 | $1.1M | +$216.2K | 24.5% |
| SRH ADVISORS, LLC | 3,115 | +2,060 | $318.9K | +$210.6K | 195.3% |
| GHE, LLC | 18,808 | +2,000 | $1.9M | +$200.4K | 11.9% |
| Kesler, Norman & Wride, LLC | 15,543 | +3,083 | $1.6M | +$181.9K | 24.7% |
| XPONANCE, INC. | 32,879 | +1,829 | $3.4M | +$179.2K | 5.9% |
| OMERS ADMINISTRATION Corp | 28,959 | +1,790 | $3.0M | +$176.2K | 6.6% |
| Columbia Asset Management | 18,175 | +1,741 | $1.9M | +$174.0K | 10.6% |
| NORDEN GROUP LLC | 7,641 | +1,692 | $782.3K | +$171.7K | 28.4% |
| Pathstone Holdings, LLC | 41,991 | +1,776 | $4.3M | +$171.4K | 4.4% |
| MAI Capital Management | 10,063 | +1,668 | $1.0M | +$168.5K | 19.9% |
| Czech National Bank | 57,546 | +1,742 | $5.9M | +$163.8K | 3.1% |
| State of Wyoming | 5,340 | +1,586 | $546.7K | +$161.4K | 42.2% |
| AMERICAN NATIONAL BANK & TRUST | 8,484 | +1,577 | $868.6K | +$159.7K | 22.8% |
| Global Retirement Partners, LLC | 4,636 | +1,543 | $474.6K | +$157.1K | 49.9% |
| Sequoia Financial Advisors, LLC | 7,313 | +1,538 | $748.7K | +$155.9K | 26.6% |
| Larson Financial Group LLC | 3,088 | +1,512 | $316.2K | +$154.4K | 95.9% |
| Commonwealth Retirement Investments LLC | 31,940 | +1,522 | $3.3M | +$147.9K | 5.0% |
| Wealthspire Advisors, LLC | 10,329 | +1,433 | $1.1M | +$144.4K | 16.1% |
| Ameritas Investment Partners, Inc. | 10,479 | +1,395 | $1.1M | +$140.5K | 15.3% |
| Sigma Planning Corp | 18,931 | +1,335 | $1.9M | +$135.7K | 7.6% |
| Simmons Bank | 9,721 | +1,344 | $995.2K | +$135.4K | 16.0% |
| Campbell & CO Investment Adviser LLC | 22,495 | +1,342 | $2.3M | +$131.9K | 6.3% |
| KW WEALTH MANAGEMENT LLC | 3,337 | +1,289 | $341.7K | +$131.4K | 62.9% |
| Vantage Investment Partners, LLC | 128,774 | +1,585 | $13.2M | +$129.2K | 1.2% |
| Cadence Bank | 94,702 | +1,490 | $9.7M | +$128.3K | 1.6% |
| Guinness Asset Management LTD | 5,227 | +1,145 | $546.4K | +$123.8K | 28.0% |
| Crestwood Advisors Group, LLC | 4,190 | +1,209 | $429.0K | +$123.0K | 40.5% |
| CAPTRUST FINANCIAL ADVISORS | 72,637 | +1,380 | $7.4M | +$122.7K | 1.9% |
| Cetera Investment Advisers | 53,202 | +1,296 | $5.4M | +$119.1K | 2.5% |
| Farther Finance Advisors, LLC | 9,445 | +1,175 | $967.0K | +$118.2K | 14.2% |
| Canada Post Corp Registered Pension Plan | 5,936 | +1,170 | $607.7K | +$114.4K | 24.5% |
| Envestnet Portfolio Solutions, Inc. | 162,809 | +1,490 | $16.7M | +$110.7K | 0.9% |
| Kestra Investment Management, LLC | 15,677 | +1,080 | $1.6M | +$106.8K | 7.4% |
| Creative Planning | 23,867 | +1,074 | $2.4M | +$104.0K | 4.7% |
| SITTNER & NELSON, LLC | 5,488 | +1,409 | $519.1K | +$100.4K | 34.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 247,890 | +1,591 | $25.4M | +$98.8K | 0.6% |
| Tower Research Capital LLC (TRC) | 5,290 | +956 | $541.6K | +$96.7K | 22.1% |
| Leelyn Smith, LLC | 25,870 | +1,002 | $2.6M | +$96.1K | 4.0% |
| Triton Financial Group Inc | 8,991 | +942 | $920.5K | +$94.3K | 11.7% |
| Summit Trail Advisors, LLC | 19,303 | +963 | $2.0M | +$93.8K | 5.3% |
| Verity Asset Management, Inc. | 12,062 | +876 | $1.2M | +$86.8K | 7.8% |
| Valeo Financial Advisors, LLC | 4,885 | +841 | $500.2K | +$85.1K | 20.8% |
| Orion Porfolio Solutions, LLC | 17,730 | +864 | $1.8M | +$84.2K | 5.1% |
| Norinchukin Bank, The | 13,774 | +849 | $1.4M | +$83.6K | 6.6% |
| SteelPeak Wealth, LLC | 3,045 | +792 | $311.7K | +$80.5K | 35.1% |
| Brooklyn Investment Group | 2,684 | +687 | $280.5K | +$75.5K | 34.4% |
| New Age Alpha Advisors, LLC | 27,798 | +798 | $2.8M | +$74.7K | 3.0% |
| Pallas Capital Advisors LLC | 4,142 | +712 | $424.1K | +$72.0K | 20.8% |
| MARTINGALE ASSET MANAGEMENT L P | 8,192 | +722 | $838.7K | +$72.0K | 9.7% |
| Thrive Capital Management, LLC | 40,452 | +793 | $4.1M | +$70.8K | 2.0% |
| Aviance Capital Partners, LLC | 11,726 | +713 | $1.2M | +$70.1K | 6.5% |
| Summit Financial, LLC | 7,972 | +699 | $816.2K | +$69.7K | 9.6% |
| VALLEY WEALTH MANAGERS, INC. | 44,134 | +768 | $4.5M | +$67.4K | 1.8% |
| Hills Bank & Trust Co | 10,192 | +667 | $1.0M | +$65.8K | 7.0% |
| NISA INVESTMENT ADVISORS, LLC | 83,782 | +847 | $8.6M | +$65.2K | 1.0% |
| CENTRAL TRUST Co | 3,764 | +625 | $385.4K | +$63.2K | 19.9% |
| ALLEN WEALTH MANAGEMENT, LLC | 14,491 | +636 | $1.5M | +$61.5K | 4.6% |
| Sepio Capital, LP | 8,934 | +607 | $914.7K | +$60.0K | 7.3% |
| BAM Wealth Management, LLC | 3,345 | +557 | $342.5K | +$56.3K | 20.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6,999 | +564 | $716.8K | +$56.3K | 8.8% |
| OPPENHEIMER & CO INC | 31,581 | +619 | $3.2M | +$55.3K | 2.0% |
| Anchor Investment Management, LLC | 28,974 | +612 | $3.0M | +$55.3K | 2.1% |
| Thoma Capital Management LLC | 8,951 | +552 | $916.4K | +$54.4K | 6.6% |
| Chicago Partners Investment Group LLC | 3,674 | +493 | $388.1K | +$54.2K | 15.5% |
| Smartleaf Asset Management LLC | 2,581 | +507 | $267.6K | +$52.9K | 24.4% |
| EVOKE WEALTH, LLC | 3,543 | +506 | $362.7K | +$51.0K | 16.7% |
| CHOREO, LLC | 8,011 | +412 | $830.3K | +$50.3K | 5.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 13,555 | +518 | $1.4M | +$49.7K | 4.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,187 | +542 | $2.8M | +$48.6K | 2.0% |
| Manchester Capital Management LLC | 2,204 | +466 | $225.6K | +$47.3K | 26.8% |
| Confluence Wealth Services, Inc. | 13,269 | +483 | $1.4M | +$46.1K | 3.8% |
| United Asset Strategies, Inc. | 17,485 | +491 | $1.8M | +$45.9K | 2.9% |
| Quest 10 Wealth Builders, Inc. | 480 | +438 | $49.1K | +$45.0K | 1042.8% |
| Coordinated Financial Services, Inc. | 2,765 | +440 | $283.1K | +$44.4K | 18.9% |
| Horizon Advisory Services, Inc. | 3,251 | +433 | $332.8K | +$43.6K | 15.4% |
| PINNACLE ASSOCIATES LTD | 15,543 | +459 | $1.6M | +$43.1K | 3.0% |
| MGO ONE SEVEN LLC | 3,716 | +418 | $380.5K | +$42.0K | 12.7% |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,870 | +418 | $396.2K | +$41.8K | 12.1% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 7,002 | +420 | $716.9K | +$41.3K | 6.4% |
| MCF Advisors LLC | 5,370 | +411 | $549.8K | +$40.8K | 8.3% |
| Federation des caisses Desjardins du Quebec | 32,144 | +482 | $3.3M | +$40.8K | 1.5% |
| Retirement Planning Co of New England, Inc. | 6,471 | +414 | $662.5K | +$40.8K | 6.8% |
| NewEdge Advisors, LLC | 38,399 | +483 | $3.9M | +$39.7K | 1.3% |
| Taylor Hoffman Capital Management LLC | 43,280 | +495 | $4.4M | +$39.6K | 1.1% |
| JANUS HENDERSON GROUP PLC | 27,485 | +432 | $2.8M | +$38.3K | 1.6% |
| Donoghue Forlines LLC | 14,351 | +402 | $1.5M | +$37.5K | 2.9% |
| Centennial Wealth Advisory LLC | 9,322 | +386 | $954.6K | +$37.4K | 4.3% |
| Vise Technologies, Inc. | 2,477 | +367 | $253.6K | +$37.1K | 17.4% |
| Verdence Capital Advisors LLC | 14,542 | +1 | $1.5M | -$36.7K | 0.0% |
| Abel Hall, LLC | 4,398 | +364 | $450.3K | +$36.2K | 9.0% |
| Banco Santander, S.A. | 175,829 | +100 | $18.0M | -$35.5K | 0.1% |
| Ransom Advisory, Ltd | 450 | +300 | $50.6K | +$35.2K | 200.0% |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4,062 | +352 | $415.9K | +$35.1K | 9.5% |
| Vontobel Holding Ltd. | 13,830 | +374 | $1.4M | +$34.8K | 2.8% |
| Horizon Investments, LLC | 15,333 | +376 | $1.6M | +$34.6K | 2.5% |
| ST GERMAIN D J CO INC | 43,157 | +445 | $4.4M | +$34.5K | 1.0% |
| Independent Advisor Alliance | 28,328 | +401 | $2.9M | +$33.8K | 1.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,463 | +333 | $252.2K | +$33.6K | 15.6% |
| FIFTH THIRD BANCORP | 22,189 | +359 | $2.3M | +$31.1K | 1.6% |
| RiverFront Investment Group, LLC | 7,712 | +312 | $789.6K | +$30.0K | 4.2% |
| Davis Capital Management | 3,580 | +299 | $366.5K | +$29.8K | 9.1% |
| GAMMA Investing LLC | 6,304 | +304 | $645.4K | +$29.6K | 5.1% |
| HBK Sorce Advisory LLC | 2,967 | +33 | $280.6K | -$29.5K | 1.1% |
| U.S. Capital Wealth Advisors, LLC | 11,055 | +309 | $1.1M | +$28.8K | 2.9% |
| Dorsey & Whitney Trust CO LLC | 3,078 | +286 | $315.1K | +$28.6K | 10.2% |
| KLP KAPITALFORVALTNING AS | 128,716 | +600 | $13.2M | +$28.1K | 0.5% |
| Truvestments Capital LLC | 4,259 | +272 | $436.0K | +$26.8K | 6.8% |
| QUADRANT CAPITAL GROUP LLC | 1,190 | +253 | $121.8K | +$25.7K | 27.0% |
| Wealthfront Advisers LLC | 65,617 | +414 | $6.7M | +$25.4K | 0.6% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 282 | +238 | $28.9K | +$24.4K | 540.9% |
| Deseret Mutual Benefit Administrators | 3,271 | +244 | $334.9K | +$24.2K | 8.1% |
| Paulson Wealth Management Inc. | 2,276 | +233 | $233.0K | +$23.3K | 11.4% |
| Compound Planning, Inc. | 2,499 | +229 | $255.9K | +$22.9K | 10.1% |
| C M BIDWELL & ASSOCIATES LTD | 1,713 | +224 | $175.4K | +$22.5K | 15.0% |
| M&T Bank Corp | 112,145 | +67 | $11.5M | -$22.3K | 0.1% |
| EverSource Wealth Advisors, LLC | 1,674 | +219 | $171.4K | +$22.0K | 15.1% |
| CIDEL ASSET MANAGEMENT INC | 2,942 | +214 | $301.2K | +$21.2K | 7.8% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,656 | +216 | $476.7K | +$21.0K | 4.9% |
| Versant Capital Management, Inc | 2,030 | +209 | $207.8K | +$20.9K | 11.5% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 105,926 | +471 | $10.8M | +$20.8K | 0.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 29,833 | +273 | $3.1M | +$20.3K | 0.9% |
| Sound Income Strategies, LLC | 300 | +189 | $32.0K | +$20.2K | 170.3% |
| Whitener Capital Management, Inc. | 2,640 | +195 | $270.3K | +$19.3K | 8.0% |
| TD Waterhouse Canada Inc. | 386 | +185 | $39.5K | +$19.2K | 92.0% |
| International Private Wealth Advisors LLC | 4,943 | +191 | $506.0K | +$18.3K | 4.0% |
| Unison Advisors LLC | 17,993 | +216 | $1.8M | +$17.5K | 1.2% |
| CURIO WEALTH, LLC | 386 | +151 | $40.4K | +$16.3K | 64.3% |
| Clearstead Advisors, LLC | 11,063 | +186 | $1.1M | +$16.2K | 1.7% |
| Illinois Municipal Retirement Fund | 101,015 | +108 | $10.3M | -$15.2K | 0.1% |
| Gallagher Fiduciary Advisors, LLC | 2,380 | +151 | $243.6K | +$14.9K | 6.8% |
| PFG Investments, LLC | 2,396 | +147 | $245.3K | +$14.4K | 6.5% |
| USS Investment Management Ltd | 39,051 | +223 | $4.0M | +$14.3K | 0.6% |
| SG Americas Securities, LLC | 150,873 | +136,127 | $15.4K | +$13.9K | 923.1% |
| Independent Solutions Wealth Management, LLC | 2,162 | +140 | $221.3K | +$13.8K | 6.9% |
| Ashton Thomas Private Wealth, LLC | 10,990 | +153 | $1.1M | +$12.8K | 1.4% |
| TD PRIVATE CLIENT WEALTH LLC | 257 | +123 | $26.3K | +$12.6K | 91.8% |
| MOODY NATIONAL BANK TRUST DIVISION | 3,384 | +130 | $346.5K | +$12.5K | 4.0% |
| Golden State Wealth Management, LLC | 291 | +113 | $29.9K | +$11.6K | 63.5% |
| BROWN BROTHERS HARRIMAN & CO | 6,220 | +128 | $636.8K | +$11.5K | 2.1% |
| Bill Few Associates, Inc. | 2,699 | +112 | $276.3K | +$10.8K | 4.3% |
| Swedbank AB | 42,592 | +213 | $4.4M | +$10.8K | 0.5% |
| GenTrust, LLC | 2,114 | +110 | $216.4K | +$10.7K | 5.5% |
| AdvisorNet Financial, Inc | 121 | +100 | $12.4K | +$10.2K | 476.2% |
| Belpointe Asset Management LLC | 8,720 | +122 | $892.8K | +$10.2K | 1.4% |
| MTM Investment Management, LLC | 3,167 | +107 | $324.2K | +$10.1K | 3.5% |
| Robertson Stephens Wealth Management, LLC | 50,522 | +31 | $5.2M | -$10.0K | 0.1% |
| Parkside Financial Bank & Trust | 347 | +94 | $35.5K | +$9.6K | 37.1% |
| Legacy Wealth Managment, LLC/ID | 143 | +88 | $14.6K | +$9.0K | 160.0% |
| FIRST CITIZENS BANK & TRUST CO | 176,419 | +534 | $18.1M | +$8.9K | 0.3% |
| CVA Family Office, LLC | 896 | +85 | $91.7K | +$8.5K | 10.5% |
| Ritter Daniher Financial Advisory LLC / DE | 207 | +82 | $21.2K | +$8.4K | 65.6% |
| Provident Investment Management, Inc. | 8,922 | +100 | $913.4K | +$7.9K | 1.1% |
| Root Financial Partners, LLC | 371 | +76 | $38.0K | +$7.7K | 25.8% |
| BRADLEY FOSTER & SARGENT INC/CT | 13,601 | +99 | $1.4M | +$6.6K | 0.7% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 94,184 | +63,903 | $9.6K | +$6.5K | 211.0% |
| Gotham Asset Management, LLC | 37,052 | +152 | $3.8M | +$6.0K | 0.4% |
| Stratos Wealth Partners, LTD. | 3,791 | +67 | $388.1K | +$5.8K | 1.8% |
| SBI Securities Co., Ltd. | 1,262 | +58 | $129.2K | +$5.6K | 4.8% |
| Blackhawk Capital Partners LLC. | 15,741 | +92 | $1.6M | +$5.4K | 0.6% |
| City State Bank | 61 | +51 | $6.2K | +$5.2K | 510.0% |
| Lewis Asset Management, LLC | 2,004 | +54 | $205.2K | +$5.0K | 2.8% |
| Hoxton Planning & Management, LLC | 2,890 | +56 | $295.9K | +$5.0K | 2.0% |
| Quent Capital, LLC | 425 | +49 | $43.5K | +$4.9K | 13.0% |
| Stone House Investment Management, LLC | 55 | +48 | $5.6K | +$4.9K | 685.7% |
| Carolina Wealth Advisors, LLC | 578 | +48 | $59.2K | +$4.8K | 9.1% |
| Exeter Financial, LLC | 28,140 | +25 | $2.9M | -$4.8K | 0.1% |
| CANADA LIFE ASSURANCE Co | 453,644 | +49,682 | $46.5K | +$4.7K | 12.3% |
| Rossby Financial, LCC | 1,378 | +27 | $141.1K | +$4.5K | 2.0% |
| NICOLET ADVISORY SERVICES, LLC | 1,922 | +22 | $205.3K | +$4.3K | 1.1% |
| Keystone Financial Group | 3,705 | +50 | $379.3K | +$4.2K | 1.4% |
| FEDERATED HERMES, INC. | 2,125 | +44 | $217.6K | +$4.0K | 2.1% |
| CYBER HORNET ETFs LLC | 633 | +38 | $64.8K | +$3.7K | 6.4% |
| Bruce G. Allen Investments, LLC | 186 | +36 | $19.0K | +$3.6K | 24.0% |
| Achmea Investment Management B.V. | 282,525 | +36,224 | $28.9K | +$3.6K | 14.7% |
| CERTUITY, LLC | 5,326 | +48 | $545.4K | +$3.6K | 0.9% |
| Koshinski Asset Management, Inc. | 2,070 | +40 | $211.9K | +$3.6K | 2.0% |
| TWIN CAPITAL MANAGEMENT INC | 24,132 | +29 | $2.5M | -$3.3K | 0.1% |
| ORG Partners LLC | 466 | +31 | $47.7K | +$3.1K | 7.1% |
| IMG Wealth Management, Inc. | 72 | +27 | $7.4K | +$2.8K | 60.0% |
| Lantz Financial LLC | 15,953 | +14 | $1.6M | -$2.7K | 0.1% |
| Lifeworks Advisors, LLC | 2,630 | +33 | $269.2K | +$2.6K | 1.3% |
| DELTA FINANCIAL ADVISORS LLC | 10,543 | +51 | $1.1M | +$2.5K | 0.5% |
| MassMutual Private Wealth & Trust, FSB | 1,059 | +26 | $108.4K | +$2.4K | 2.5% |
| Soltis Investment Advisors LLC | 2,267 | +28 | $232.1K | +$2.2K | 1.3% |
| CoreCap Advisors, LLC | 224 | +21 | $22.9K | +$2.1K | 10.3% |
| 1834 INVESTMENT ADVISORS CO | 37,490 | +115 | $3.8M | +$2.1K | 0.3% |
| Weil Company, Inc. | 2,106 | +26 | $215.6K | +$2.0K | 1.3% |
| Greenspring Advisors, LLC | 15,446 | +20 | $1.6M | -$2.0K | 0.1% |
| Bogart Wealth, LLC | 479 | +20 | $49.0K | +$2.0K | 4.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 763,600 | +16,654 | $78.2K | +$1.9K | 2.2% |
| Douglass Winthrop Advisors, LLC | 10,042 | +42 | $1.0M | +$1.7K | 0.4% |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 16,404 | +25 | $1.7M | -$1.7K | 0.1% |
| True Wealth Design, LLC | 106 | +15 | $10.9K | +$1.5K | 16.5% |
| SJS Investment Consulting Inc. | 33 | +14 | $3.4K | +$1.4K | 73.7% |
| Forum Financial Management, LP | 5,489 | +1 | $561.9K | -$1.4K | 0.0% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 29,878 | +88 | $3.1M | +$1.3K | 0.3% |
| Integrated Advisors Network LLC | 4,796 | +24 | $491.1K | +$1.3K | 0.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 782 | +14 | $80.1K | +$1.2K | 1.8% |
| Retirement Wealth Solutions LLC | 18 | +12 | $1.8K | +$1.2K | 200.0% |
| Drucker Wealth 3.0, LLC | 14,418 | +26 | $1.5M | -$1.1K | 0.2% |
| NATIXIS ADVISORS, LLC | 35,726 | +10,633 | $3.7K | +$1.1K | 42.4% |
| MASECO LLP | 961 | +11 | $98.4K | +$973 | 1.1% |
| Bare Financial Services, Inc | 19 | +8 | $1.9K | +$816 | 72.7% |
| Addison Advisors LLC | 453 | +9 | $46.4K | +$806 | 2.0% |
| JNBA Financial Advisors | 60 | +8 | $6.1K | +$805 | 15.4% |
| Crewe Advisors LLC | 114 | +8 | $11.7K | +$792 | 7.5% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 17,402 | +36 | $1.8M | -$752 | 0.2% |
| Signature Resources Capital Management, LLC | 374 | +8 | $38.3K | +$724 | 2.2% |
| ELEVATION WEALTH PARTNERS, LLC | 12 | +7 | $1.2K | +$715 | 140.0% |
| Bay Harbor Wealth Management, LLC | 20 | +7 | $2.0K | +$713 | 53.8% |
| Triumph Capital Management | 2,848 | +14 | $291.6K | +$696 | 0.5% |
| EASTERN BANK | 207 | +7 | $21.2K | +$665 | 3.5% |
| Sunbelt Securities, Inc. | 8,983 | +29 | $919.7K | +$659 | 0.3% |
| Tortoise Investment Management, LLC | 2,834 | +1 | $290.1K | -$634 | 0.0% |
| CWM, LLC | 172,281 | +6,520 | $17.6K | +$624 | 3.9% |
| LVW Advisors, LLC | 4,346 | +5 | $444.9K | -$617 | 0.1% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 129,857 | +323 | $13.3M | -$610 | 0.2% |
| Clear Harbor Asset Management, LLC | 3,250 | +3 | $332.8K | -$586 | 0.1% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,752 | +10 | $179.4K | +$571 | 0.6% |
| FIDELIS CAPITAL PARTNERS, LLC | 5,266 | +8 | $539.1K | -$548 | 0.1% |
| PARK AVENUE SECURITIES LLC | 10,895 | +4,914 | $1.1K | +$501 | 82.2% |
| PRESILIUM PRIVATE WEALTH, LLC | 2,423 | +11 | $248.1K | +$499 | 0.5% |
| FOSTER & MOTLEY INC | 8,473 | +4,301 | $867 | +$439 | 103.1% |
| TCI Wealth Advisors, Inc. | 2,450 | +2 | $250.8K | -$432 | 0.1% |
| Modera Wealth Management, LLC | 2,683 | +10 | $274.7K | +$415 | 0.4% |
| Rakuten Securities, Inc. | 13 | +4 | $1.3K | +$407 | 44.4% |
| GSA CAPITAL PARTNERS LLP | 6,945 | +3,725 | $711 | +$380 | 115.7% |
| Spire Wealth Management | 388 | +5 | $39.7K | +$375 | 1.3% |
| Aspect Partners, LLC | 22 | +3 | $2.3K | +$302 | 15.8% |
| Abound Wealth Management | 33 | +3 | $3.4K | +$267 | 10.0% |
| DAYMARK WEALTH PARTNERS, LLC | 5,677 | +12 | $581.2K | -$245 | 0.2% |
| Handelsbanken Fonder AB | 55,593 | +2,382 | $5.7K | +$230 | 4.5% |
| WestEnd Advisors, LLC | 7 | +2 | $717 | +$204 | 40.0% |
| LCNB CORP | 2,668 | +5 | $273.1K | -$180 | 0.2% |
| iA Global Asset Management Inc. | 19,118 | +1,554 | $2.0K | +$154 | 8.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 25,624 | +1,518 | $2.6K | +$149 | 6.3% |
| Dunhill Financial, LLC | 8 | +2 | $769 | +$121 | 33.3% |
| South Dakota Investment Council | 2,398 | +1,000 | $246 | +$103 | 71.5% |
| American Capital Advisory, LLC | 4 | +1 | $410 | +$102 | 33.3% |
| SC&H Financial Advisors, Inc. | 2,105 | +4 | $215.5K | -$102 | 0.2% |
| Mn Services Vermogensbeheer B.V. | 85,183 | +1,150 | $8.7K | +$96 | 1.4% |
| MEEDER ASSET MANAGEMENT INC | 82 | +1 | $8.4K | +$81 | 1.2% |
| Daiwa Securities Group Inc. | 35,224 | +883 | $3.6K | +$81 | 2.6% |
| FINANCIAL CONSULATE, INC | 766 | +2 | $78.4K | -$78 | 0.3% |
| First Pacific Financial | 77 | +1 | $7.9K | +$76 | 1.3% |
| HANTZ FINANCIAL SERVICES, INC. | 1,340 | +553 | $137 | +$56 | 70.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 313,922 | +574 | $32.1K | -$23 | 0.2% |
| Winch Advisory Services, LLC | 24 | +1 | $2.4K | +$23 | 4.3% |
| WEDBUSH SECURITIES INC | 8,843 | +208 | $905 | +$19 | 2.4% |
| Gulf International Bank (UK) Ltd | 12,342 | +205 | $1.3K | +$18 | 1.7% |
| GW&K Investment Management, LLC | 385 | +7 | $39 | $0 | 1.9% |
| BESSEMER GROUP INC | 5,063 | +15 | $519 | $0 | 0.3% |
| Avion Wealth | 45 | +5 | $4 | $0 | 12.5% |