13F QoQ Ownership Changes
TSEM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 95 new · 83 added · 136 reduced · 31 exited
New Positions(95)
Added To(83)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 2,206,467 | +1,505,421 | $259.1M | +$208.4M | 214.7% |
| VANGUARD GROUP INC | 4,338,080 | +53,112 | $507.3M | +$201.7M | 1.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,262,793 | +813,993 | $148.3M | +$115.8M | 181.4% |
| JANE STREET GROUP, LLC | 1,405,680 | +667,677 | $165.1M | +$111.7M | 90.5% |
| JANUS HENDERSON GROUP PLC | 1,074,717 | +801,820 | $126.2M | +$106.5M | 293.8% |
| Walleye Trading LLC | 876,600 | +814,178 | $102.9M | +$98.4M | 1304.3% |
| MILLENNIUM MANAGEMENT LLC | 830,072 | +240,239 | $97.5M | +$54.8M | 40.7% |
| Situational Awareness LP | 723,004 | +252,404 | $84.9M | +$50.9M | 53.6% |
| Y.D. More Investments Ltd | 1,009,846 | +44,401 | $118.1M | +$49.3M | 4.6% |
| CITADEL ADVISORS LLC | 640,399 | +235,582 | $75.2M | +$45.9M | 58.2% |
| MORGAN STANLEY | 642,254 | +201,513 | $75.4M | +$43.5M | 45.7% |
| NORGES BANK | 368,669 | +247,556 | $43.2M | +$37.9M | 204.4% |
| Assenagon Asset Management S.A. | 432,049 | +250,477 | $50.6M | +$37.6M | 137.9% |
| CRAMER ROSENTHAL MCGLYNN LLC | 322,606 | +318,345 | $37.9M | +$37.6M | 7471.1% |
| GF FUND MANAGEMENT CO. LTD. | 308,412 | +307,267 | $36.2M | +$36.1M | 26835.5% |
| PointState Capital LP | 480,614 | +197,110 | $56.4M | +$35.9M | 69.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 342,161 | +84,361 | $40.0M | +$21.7M | 32.7% |
| TD Asset Management Inc | 174,409 | +151,499 | $20.5M | +$18.8M | 661.3% |
| ALLIANCEBERNSTEIN L.P. | 171,547 | +142,836 | $20.1M | +$18.1M | 497.5% |
| Qube Research & Technologies Ltd | 219,825 | +109,854 | $25.8M | +$17.9M | 99.9% |
| State of Tennessee, Department of Treasury | 185,915 | +86,292 | $25.0M | +$17.8M | 86.6% |
| WCM INVESTMENT MANAGEMENT, LLC | 185,982 | +103,675 | $22.4M | +$16.6M | 126.0% |
| LMR Partners LLP | 230,670 | +85,670 | $27.1M | +$16.6M | 59.1% |
| CREDIT AGRICOLE S A | 282,144 | +38,477 | $33.1M | +$15.5M | 15.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 226,560 | +57,578 | $26.6M | +$14.4M | 34.1% |
| SEI INVESTMENTS CO | 150,729 | +79,442 | $17.7M | +$12.5M | 111.4% |
| AMERIPRISE FINANCIAL INC | 182,585 | +53,427 | $21.4M | +$12.1M | 41.4% |
| JPMORGAN CHASE & CO | 136,876 | +76,498 | $16.1M | +$11.7M | 126.7% |
| Swiss National Bank | 223,011 | +5,144 | $26.1M | +$10.6M | 2.4% |
| CITIGROUP INC | 120,012 | +56,246 | $14.0M | +$9.5M | 88.2% |
| Andar Capital Management HK Ltd | 90,250 | +48,250 | $10.6M | +$7.6M | 114.9% |
| TUDOR INVESTMENT CORP ET AL | 75,800 | +43,982 | $8.9M | +$6.6M | 138.2% |
| NOMURA HOLDINGS INC | 123,706 | +10,036 | $14.5M | +$6.3M | 8.8% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 58,176 | +26,325 | $6.8M | +$4.5M | 82.7% |
| Verition Fund Management LLC | 40,877 | +36,662 | $4.8M | +$4.5M | 869.8% |
| Pier Capital, LLC | 67,520 | +16,116 | $7.9M | +$4.2M | 31.4% |
| Walleye Capital LLC | 52,286 | +21,559 | $6.1M | +$3.9M | 70.2% |
| CAPITAL FUND MANAGEMENT S.A. | 51,307 | +21,007 | $6.0M | +$3.8M | 69.3% |
| RAYMOND JAMES FINANCIAL INC | 51,056 | +20,094 | $6.0M | +$3.8M | 64.9% |
| CAMBIAR INVESTORS LLC | 49,864 | +18,839 | $5.9M | +$3.6M | 60.7% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 62,164 | +9,981 | $7.3M | +$3.6M | 19.1% |
| OSAIC HOLDINGS, INC. | 31,004 | +28,308 | $3.6M | +$3.5M | 1050.0% |
| D. E. Shaw & Co., Inc. | 40,467 | +22,219 | $4.8M | +$3.4M | 121.8% |
| VIRTUS ADVISERS, LLC | 77,272 | +56,491 | $4.9M | +$3.4M | 271.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,768 | +12,870 | $4.9M | +$2.8M | 44.5% |
| Altshuler Shaham Ltd | 26,645 | +21,482 | $3.1M | +$2.7M | 416.1% |
| TWO SIGMA ADVISERS, LP | 28,900 | +16,100 | $3.4M | +$2.5M | 125.8% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,858 | +15,858 | $3.3M | +$2.4M | 132.2% |
| Calamos Advisors LLC | 24,743 | +15,079 | $2.9M | +$2.2M | 156.0% |
| Pictet Asset Management Holding SA | 27,149 | +11,682 | $3.2M | +$2.1M | 75.5% |
| BANK OF MONTREAL /CAN/ | 43,794 | +679 | $5.1M | +$2.0M | 1.6% |
| LPL Financial LLC | 21,080 | +13,730 | $2.5M | +$1.9M | 186.8% |
| BARCLAYS PLC | 57,832 | +48,887 | $2.5M | +$1.9M | 546.5% |
| DEUTSCHE BANK AG\ | 28,125 | +7,120 | $3.3M | +$1.8M | 33.9% |
| Counterpoint Mutual Funds LLC | 24,267 | +9,362 | $2.8M | +$1.8M | 62.8% |
| US BANCORP \DE\ | 18,582 | +12,004 | $2.2M | +$1.7M | 182.5% |
| Amundi | 19,827 | +6,652 | $2.3M | +$1.4M | 50.5% |
| Shellback Capital, LP | 25,000 | +2,245 | $2.9M | +$1.3M | 9.9% |
| Quantinno Capital Management LP | 8,132 | +2,407 | $954.9K | +$540.9K | 42.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4,682,152 | +4,541,235 | $549.8K | +$539.6K | 3222.6% |
| Rockefeller Capital Management L.P. | 7,208 | +2,887 | $846.8K | +$534.4K | 66.8% |
| Callan Family Office, LLC | 8,448 | +1,503 | $992.0K | +$489.8K | 21.6% |
| ASSETMARK, INC | 3,229 | +3,204 | $379.1K | +$377.3K | 12816.0% |
| WELLS FARGO & COMPANY/MN | 7,848 | +218 | $921.5K | +$369.9K | 2.9% |
| MACKENZIE FINANCIAL CORP | 5,283 | +230 | $653.2K | +$293.9K | 4.5% |
| Cetera Investment Advisers | 4,836 | +476 | $567.8K | +$252.6K | 10.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5,118 | +131 | $601.0K | +$240.4K | 2.6% |
| Global Retirement Partners, LLC | 2,068 | +1,932 | $242.8K | +$233.0K | 1420.6% |
| Migdal Insurance & Financial Holdings Ltd. | 3,002,806 | +25,000 | $352.6K | +$137.3K | 0.8% |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,066 | +1,064 | $125.2K | +$125.0K | 53200.0% |
| Tower Research Capital LLC (TRC) | 1,246 | +803 | $146.3K | +$114.3K | 181.3% |
| QUADRANT CAPITAL GROUP LLC | 1,735 | +8 | $203.7K | +$78.9K | 0.5% |
| ACADIAN ASSET MANAGEMENT LLC | 596,328 | +595,432 | $70.0K | +$69.9K | 66454.5% |
| Farther Finance Advisors, LLC | 655 | +558 | $76.9K | +$69.9K | 575.3% |
| SBI Securities Co., Ltd. | 520 | +403 | $61.1K | +$52.6K | 344.4% |
| JONES FINANCIAL COMPANIES LLLP | 898 | +54 | $105.4K | +$47.6K | 6.4% |
| CIBC Private Wealth Group LLC | 441 | +23 | $51.8K | +$21.6K | 5.5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 192 | +35 | $22.5K | +$11.3K | 22.3% |
| Bell Investment Advisors, Inc | 74 | +42 | $8.7K | +$6.4K | 131.3% |
| Clearstead Advisors, LLC | 108 | +8 | $12.7K | +$5.5K | 8.0% |
| Harvest Fund Management Co., Ltd | 18,866 | +9,563 | $1.5K | +$1.1K | 102.8% |
| GSA CAPITAL PARTNERS LLP | 10,098 | +5,036 | $1.2K | +$820 | 99.5% |
| Covestor Ltd | 793 | +77 | $93 | +$41 | 10.8% |
Reduced(136)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Phoenix Financial Ltd. | 3,829,537 | -40,200 | $449.7M | +$169.9M | -1.0% |
| BlackRock, Inc. | 3,907,144 | -261,005 | $458.8M | +$157.4M | -6.3% |
| USS Investment Management Ltd | 31,417 | -554 | $367.7M | +$139.9M | -1.7% |
| VICTORY CAPITAL MANAGEMENT INC | 204,625 | -1,212,285 | $24.0M | -$78.4M | -85.5% |
| Hood River Capital Management LLC | 393,992 | -1,116,598 | $46.3M | -$63.0M | -73.9% |
| MENORA MIVTACHIM HOLDINGS LTD. | 522,592 | -1,180,751 | $61.4M | -$61.8M | -69.3% |
| Senvest Management, LLC | 3,971,656 | -1,630,231 | $466.4M | +$61.3M | -29.1% |
| MEITAV INVESTMENT HOUSE LTD | 1,883,775 | -384,728 | $220.8M | +$58.0M | -16.9% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1,207,458 | -164,589 | $141.8M | +$42.6M | -12.0% |
| BANK OF AMERICA CORP /DE/ | 925,027 | -32,620 | $108.6M | +$39.4M | -3.4% |
| Invesco Ltd. | 1,310,276 | -286,539 | $153.9M | +$38.4M | -17.9% |
| Analog Century Management LP | 811,470 | -113,732 | $95.3M | +$28.4M | -12.3% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 650,788 | -102,557 | $76.4M | +$22.0M | -13.6% |
| GILDER GAGNON HOWE & CO LLC | 471,954 | -12,029 | $55.4M | +$20.4M | -2.5% |
| Schonfeld Strategic Advisors LLC | 265,277 | -437,716 | $31.1M | -$19.7M | -62.3% |
| Voya Investment Management LLC | 472,697 | -561,493 | $55.5M | -$19.3M | -54.3% |
| Boston Partners | 12,835 | -220,524 | $1.5M | -$15.4M | -94.5% |
| Legal & General Group Plc | 340,462 | -40,545 | $39.9M | +$12.7M | -10.6% |
| G2 Investment Partners Management LLC | 74,000 | -215,929 | $8.7M | -$12.3M | -74.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 152,505 | -257,980 | $17.9M | -$11.8M | -62.8% |
| SCHWARTZ INVESTMENT COUNSEL INC | 260,000 | 0 | $30.5M | +$11.7M | 0.0% |
| Balyasny Asset Management L.P. | 372,713 | -72,087 | $43.8M | +$11.6M | -16.2% |
| Granite Investment Partners, LLC | 108,627 | -209,106 | $12.8M | -$10.2M | -65.8% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 261,466 | -26,885 | $30.7M | +$9.9M | -9.3% |
| AMERICAN CENTURY COMPANIES INC | 206,445 | -263,645 | $24.2M | -$9.7M | -56.1% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 192,628 | -3,711 | $22.6M | +$8.4M | -1.9% |
| SPHERA FUNDS MANAGEMENT LTD. | 122,513 | -189,289 | $14.4M | -$8.2M | -60.7% |
| RENAISSANCE TECHNOLOGIES LLC | 250,549 | -52,500 | $29.4M | +$7.5M | -17.3% |
| Point72 Asset Management, L.P. | 1,675,940 | -1,147,687 | $196.8M | -$7.4M | -40.6% |
| Arvin Capital Management LP | 44,135 | -126,841 | $5.2M | -$7.2M | -74.2% |
| Herald Investment Management Ltd | 180,000 | -18,000 | $21.1M | +$6.8M | -9.1% |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 447,991 | -368,343 | $52.6M | -$6.4M | -45.1% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 378,980 | -323,369 | $44.5M | -$6.3M | -46.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,351,212 | -756,792 | $158.7M | +$6.3M | -35.9% |
| Portolan Capital Management, LLC | 148,525 | -178,780 | $17.4M | -$6.2M | -54.6% |
| Granahan Investment Management, LLC | 56,795 | -121,393 | $6.7M | -$6.2M | -68.1% |
| Benchstone Capital Management LP | 96,225 | -142,105 | $11.3M | -$5.9M | -59.6% |
| ROYCE & ASSOCIATES LP | 110,658 | -1,755 | $13.0M | +$4.9M | -1.6% |
| Bank Julius Baer & Co. Ltd, Zurich | 113,707 | -11,194 | $13.6M | +$4.5M | -9.0% |
| Parallax Volatility Advisers, L.P. | 50,000 | -92,500 | $5.9M | -$4.4M | -64.9% |
| UBS Group AG | 368,654 | -169,243 | $43.3M | +$4.4M | -31.5% |
| JENNISON ASSOCIATES LLC | 1,398,987 | -932,844 | $164.3M | -$4.3M | -40.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 92,980 | -4,231 | $10.9M | +$3.9M | -4.3% |
| Nuveen, LLC | 83,164 | 0 | $9.7M | +$3.8M | 0.0% |
| RENAISSANCE GROUP LLC | 62,928 | -82,087 | $7.4M | -$3.1M | -56.6% |
| NORTHERN TRUST CORP | 53,943 | -75,813 | $6.3M | -$3.0M | -58.4% |
| BOOTHBAY FUND MANAGEMENT, LLC | 18,218 | -53,275 | $2.1M | -$3.0M | -74.5% |
| NEUBERGER BERMAN GROUP LLC | 273,144 | -131,261 | $32.1M | +$2.8M | -32.5% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 457,288 | -324,080 | $53.7M | -$2.8M | -41.5% |
| KP Management LLC | 61,035 | 0 | $7.2M | +$2.8M | 0.0% |
| EAGLE GLOBAL ADVISORS LLC | 60,323 | 0 | $7.1M | +$2.7M | 0.0% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 846,953 | -491,289 | $99.4M | +$2.7M | -36.7% |
| PEAK6 LLC | 123,100 | -42,241 | $14.5M | +$2.5M | -25.5% |
| ExodusPoint Capital Management, LP | 49,223 | -63,015 | $5.8M | -$2.3M | -56.1% |
| Katamaran Capital LLP | 26,706 | -46,929 | $3.1M | -$2.2M | -63.7% |
| GENDELL JEFFREY L | 75,000 | -18,099 | $8.8M | +$2.1M | -19.4% |
| Silvercrest Asset Management Group LLC | 83,387 | -78,823 | $9.8M | -$1.9M | -48.6% |
| Tidal Investments LLC | 46,956 | -6,175 | $5.5M | +$1.7M | -11.6% |
| Polymer Capital Management (US) LLC | 43,272 | -5,328 | $5.1M | +$1.6M | -11.0% |
| Hodges Capital Management Inc. | 64,794 | -61,438 | $7.6M | -$1.5M | -48.7% |
| OAK ASSOCIATES LTD /OH/ | 12,635 | -7,631 | $1.5M | +$1.5M | -37.6% |
| Shannon River Fund Management LLC | 602,804 | -359,259 | $70.8M | +$1.2M | -37.3% |
| GHP Investment Advisors, Inc. | 22,437 | 0 | $2.6M | +$1.0M | 0.0% |
| Informed Momentum Co LLC | 28,578 | -30,818 | $3.4M | -$938.7K | -51.9% |
| LAZARD ASSET MANAGEMENT LLC | 21,324 | -366 | $2.5M | +$935.7K | -1.7% |
| Vanguard Personalized Indexing Management, LLC | 21,909 | -906 | $2.6M | +$923.0K | -4.0% |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 12,739 | -20,140 | $1.5M | -$881.3K | -61.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,460 | -398 | $876.0K | +$875.4K | -5.1% |
| STATE STREET CORP | 46,969 | -41,093 | $5.5M | -$851.8K | -46.7% |
| Russell Investments Group, Ltd. | 66,870 | -32,036 | $7.9M | +$704.0K | -32.4% |
| BNP PARIBAS FINANCIAL MARKETS | 2,505 | -10,877 | $294.1K | -$673.4K | -81.3% |
| Orion Porfolio Solutions, LLC | 21,768 | -4,309 | $2.6M | +$670.6K | -16.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 32,558 | -11,618 | $3.8M | +$629.0K | -26.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,236 | -1,952 | $1.9M | +$624.1K | -11.3% |
| State of Wyoming | 13,054 | -43 | $1.5M | +$585.9K | -0.3% |
| WATERS PARKERSON & CO., LLC | 23,170 | -22,280 | $2.7M | -$565.4K | -49.0% |
| Global IMC LLC | 24,724 | -23,054 | $2.9M | -$551.3K | -48.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | 9,549 | -13,125 | $1.1M | -$518.1K | -57.9% |
| Creative Planning | 11,559 | -63 | $1.4M | +$517.0K | -0.5% |
| Taylor Frigon Capital Management LLC | 29,758 | -25,263 | $3.5M | -$483.8K | -45.9% |
| Royal Bank of Canada | 5,399 | -895 | $635.0K | +$387.0K | -14.2% |
| GAM Holding AG | 13,044 | -2,808 | $1.5M | +$385.5K | -17.7% |
| ARK Investment Management LLC | 27,598 | -12,040 | $3.2M | +$374.7K | -30.4% |
| Bank of New York Mellon Corp | 7,972 | -176 | $936.1K | +$355.5K | -2.2% |
| Garden State Investment Advisory Services LLC | 7,828 | -395 | $919.2K | +$324.6K | -4.8% |
| Mariner, LLC | 8,152 | -663 | $957.4K | +$320.1K | -7.5% |
| PNC Financial Services Group, Inc. | 7,500 | -700 | $880.6K | +$287.8K | -8.5% |
| FIFTH THIRD BANCORP | 2,823 | -5,191 | $331.5K | -$247.9K | -64.8% |
| ENVESTNET ASSET MANAGEMENT INC | 30,820 | -22,619 | $3.6M | -$244.8K | -42.3% |
| TECTONIC ADVISORS LLC | 10,287 | -9,196 | $1.2M | -$200.7K | -47.2% |
| WOLVERINE ASSET MANAGEMENT LLC | 4,357 | 0 | $511.6K | +$196.6K | 0.0% |
| Clal Insurance Enterprises Holdings Ltd | 4,822,838 | -572,722 | $564.9K | +$178.5K | -10.6% |
| Vident Advisory, LLC | 5,616 | -1,082 | $659.4K | +$175.2K | -16.1% |
| TRUIST FINANCIAL CORP | 7,917 | -7,245 | $929.6K | -$166.6K | -47.8% |
| HBK Sorce Advisory LLC | 2,656 | -361 | $369.3K | +$145.5K | -12.0% |
| THOMPSON DAVIS & CO., INC. | 2,900 | 0 | $340.5K | +$130.8K | 0.0% |
| Crews Bank & Trust | 2,600 | 0 | $305.3K | +$117.3K | 0.0% |
| K2 PRINCIPAL FUND, L.P. | 7,411 | -6,101 | $870.2K | -$106.7K | -45.1% |
| SIGNATUREFD, LLC | 2,441 | -56 | $286.6K | +$106.1K | -2.2% |
| Harel Insurance Investments & Financial Services Ltd. | 2,318,130 | 0 | $272.2K | +$104.6K | 0.0% |
| AlphaCore Capital LLC | 2,731 | -391 | $320.7K | +$95.0K | -12.5% |
| CVA Family Office, LLC | 1,500 | 0 | $176.1K | +$67.7K | 0.0% |
| Citizens National Bank Trust Department | 1,200 | 0 | $140.4K | +$55.2K | 0.0% |
| Central Pacific Bank - Trust Division | 8,006 | -4,318 | $940.1K | +$49.0K | -35.0% |
| Federation des caisses Desjardins du Quebec | 1,061 | -89 | $124.5K | +$41.4K | -7.7% |
| NewEdge Advisors, LLC | 430 | -785 | $50.5K | -$37.4K | -64.6% |
| Verdence Capital Advisors LLC | 8,920 | -3,912 | $1.0M | +$33.7K | -30.5% |
| TCTC Holdings, LLC | 706 | 0 | $82.9K | +$31.9K | 0.0% |
| FMR LLC | 692 | -40 | $81.1K | +$29.1K | -5.5% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 605 | 0 | $70.8K | +$27.7K | 0.0% |
| EVERMAY WEALTH MANAGEMENT LLC | 500 | 0 | $58.7K | +$22.6K | 0.0% |
| Westside Investment Management, Inc. | 452 | 0 | $55.0K | +$21.2K | 0.0% |
| Parallel Advisors, LLC | 480 | -10 | $56.4K | +$20.9K | -2.0% |
| VSM Wealth Advisory, LLC | 400 | 0 | $47.0K | +$18.0K | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 190 | -365 | $22.3K | -$17.4K | -65.8% |
| Blue Trust, Inc. | 875 | -737 | $102.7K | -$13.8K | -45.7% |
| Penserra Capital Management LLC | 315,704 | -355,953 | $37.1K | -$11.5K | -53.0% |
| Spire Wealth Management | 254 | 0 | $29.8K | +$11.5K | 0.0% |
| EverSource Wealth Advisors, LLC | 481 | -190 | $56.5K | +$8.0K | -28.3% |
| Larson Financial Group LLC | 334 | -120 | $39.2K | +$6.4K | -26.4% |
| Harbor Asset Planning, Inc. | 141 | 0 | $16.6K | +$6.4K | 0.0% |
| MAI Capital Management | 131 | 0 | $15.4K | +$5.9K | 0.0% |
| JFS WEALTH ADVISORS, LLC | 103 | 0 | $12.1K | +$4.6K | 0.0% |
| Stephens Consulting, LLC | 100 | 0 | $11.7K | +$4.5K | 0.0% |
| WealthCollab, LLC | 523 | -386 | $61.4K | -$4.3K | -42.5% |
| Park Place Capital Corp | 110 | -127 | $12.9K | -$4.2K | -53.6% |
| HUNTINGTON NATIONAL BANK | 57 | -89 | $6.7K | -$3.9K | -61.0% |
| Truvestments Capital LLC | 77 | 0 | $9.0K | +$3.5K | 0.0% |
| VAN ECK ASSOCIATES CORP | 25,719 | -1,537 | $3.0K | +$1.0K | -5.6% |
| HARBOR CAPITAL ADVISORS, INC. | 3,806 | -12,354 | $447 | -$721 | -76.4% |
| CSM Advisors, LLC | 3,199 | -7,794 | $375 | -$420 | -70.9% |
| Thrivent Financial for Lutherans | 9,660 | -1,178 | $1.1K | +$362 | -10.9% |
| Versant Capital Management, Inc | 6 | 0 | $705 | +$271 | 0.0% |
| Hunter Perkins Capital Management, LLC | 15,780 | -6,760 | $1.9K | +$223 | -30.0% |
| Janney Montgomery Scott LLC | 4,086 | -169 | $480 | +$172 | -4.0% |
| BESSEMER GROUP INC | 137 | 0 | $16 | +$6 | 0.0% |