13F QoQ Ownership Changes
TWLO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 194 new · 265 added · 404 reduced · 99 exited
New Positions(194)
Added To(265)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 10,672,418 | +2,323,461 | $1.52B | +$682.4M | 27.8% |
| VANGUARD GROUP INC | 15,449,586 | +143,597 | $2.20B | +$665.6M | 0.9% |
| CITADEL ADVISORS LLC | 2,860,757 | +1,281,532 | $406.9M | +$248.8M | 81.1% |
| Invesco Ltd. | 3,151,546 | +1,142,309 | $448.3M | +$247.2M | 56.9% |
| Slate Path Capital LP | 1,562,600 | +1,107,700 | $222.3M | +$176.7M | 243.5% |
| Balyasny Asset Management L.P. | 1,067,814 | +963,721 | $151.9M | +$141.5M | 925.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,735,189 | +307,556 | $246.8M | +$103.9M | 21.5% |
| NORTHERN TRUST CORP | 1,778,918 | +105,579 | $253.0M | +$85.5M | 6.3% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,734,425 | +87,999 | $246.7M | +$81.9M | 5.3% |
| Point72 Asset Management, L.P. | 651,989 | +402,406 | $92.7M | +$67.8M | 161.2% |
| Royal Bank of Canada | 2,944,377 | +25,260 | $418.8M | +$59.9M | 0.9% |
| D. E. Shaw & Co., Inc. | 546,757 | +323,035 | $77.8M | +$55.4M | 144.4% |
| NORDEA INVESTMENT MANAGEMENT AB | 1,176,896 | +24,169 | $168.8M | +$54.1M | 2.1% |
| GOLDMAN SACHS GROUP INC | 942,642 | +82,253 | $134.1M | +$48.0M | 9.6% |
| AMERICAN CENTURY COMPANIES INC | 399,921 | +292,537 | $56.9M | +$46.1M | 272.4% |
| MILLENNIUM MANAGEMENT LLC | 543,906 | +170,024 | $77.4M | +$39.9M | 45.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 386,200 | +228,698 | $54.9M | +$39.2M | 145.2% |
| DEUTSCHE BANK AG\ | 791,187 | +34,015 | $112.5M | +$36.8M | 4.5% |
| PRINCIPAL FINANCIAL GROUP INC | 596,438 | +98,092 | $84.8M | +$35.0M | 19.7% |
| Amundi | 1,027,033 | +13,810 | $146.1M | +$34.9M | 1.4% |
| CAPTRUST FINANCIAL ADVISORS | 674,977 | +29,325 | $96.0M | +$31.4M | 4.5% |
| MARSHALL WACE, LLP | 306,873 | +153,451 | $43.6M | +$28.3M | 100.0% |
| PEAK6 LLC | 335,565 | +111,672 | $47.7M | +$25.3M | 49.9% |
| ENVESTNET ASSET MANAGEMENT INC | 298,805 | +117,456 | $42.5M | +$24.4M | 64.8% |
| PANAGORA ASSET MANAGEMENT INC | 205,786 | +134,006 | $29.3M | +$22.1M | 186.7% |
| Quantinno Capital Management LP | 272,740 | +82,841 | $38.8M | +$19.8M | 43.6% |
| Walleye Capital LLC | 209,807 | +99,373 | $29.8M | +$18.8M | 90.0% |
| Vinva Investment Management Ltd | 187,170 | +91,510 | $27.2M | +$17.3M | 95.7% |
| TRUIST FINANCIAL CORP | 320,597 | +19,916 | $45.6M | +$15.5M | 6.6% |
| Walleye Trading LLC | 326,572 | +5,272 | $46.5M | +$14.3M | 1.6% |
| CITIGROUP INC | 312,035 | +5,827 | $44.4M | +$13.7M | 1.9% |
| ZACKS INVESTMENT MANAGEMENT | 97,362 | +95,100 | $13.8M | +$13.6M | 4204.2% |
| BLAIR WILLIAM & CO/IL | 235,993 | +36,425 | $33.6M | +$13.6M | 18.3% |
| Parallax Volatility Advisers, L.P. | 296,919 | +10,370 | $42.2M | +$13.6M | 3.6% |
| Alta Park Capital, LP | 140,467 | +75,086 | $20.0M | +$13.4M | 114.8% |
| LMR Partners LLP | 239,000 | +25,000 | $34.0M | +$12.6M | 11.7% |
| Caisse de depot et placement du Quebec | 160,041 | +54,453 | $22.8M | +$12.2M | 51.6% |
| Engineers Gate Manager LP | 84,858 | +80,803 | $12.1M | +$11.7M | 1992.7% |
| SORA INVESTORS LLC | 116,344 | +59,201 | $16.5M | +$10.8M | 103.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 112,917 | +59,237 | $16.1M | +$10.7M | 110.3% |
| Pacific Heights Asset Management LLC | 210,000 | +10,000 | $29.9M | +$9.9M | 5.0% |
| ALLIANCEBERNSTEIN L.P. | 200,644 | +5,920 | $28.5M | +$9.0M | 3.0% |
| LPL Financial LLC | 178,184 | +4,338 | $25.3M | +$7.9M | 2.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 152,336 | +16,338 | $21.1M | +$7.5M | 12.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 83,154 | +34,815 | $11.8M | +$7.0M | 72.0% |
| Metavasi Capital LP | 87,574 | +28,574 | $12.5M | +$6.6M | 48.4% |
| AVIVA PLC | 126,725 | +6,006 | $18.0M | +$5.9M | 5.0% |
| RBF Capital, LLC | 46,000 | +33,000 | $6.5M | +$5.2M | 253.8% |
| DANSKE BANK A/S | 112,944 | +4,653 | $16.1M | +$5.2M | 4.3% |
| Assenagon Asset Management S.A. | 58,024 | +25,141 | $8.3M | +$5.0M | 76.5% |
| Mitsubishi UFJ Trust & Banking Corp | 78,697 | +15,694 | $11.2M | +$4.9M | 24.9% |
| Tidal Investments LLC | 41,682 | +30,644 | $5.9M | +$4.8M | 277.6% |
| Mariner, LLC | 66,797 | +19,653 | $9.5M | +$4.8M | 41.7% |
| Aberdeen Group plc | 115,153 | +1,182 | $16.4M | +$4.5M | 1.0% |
| SEI INVESTMENTS CO | 82,222 | +10,184 | $11.7M | +$4.5M | 14.1% |
| MML INVESTORS SERVICES, LLC | 38,390 | +28,250 | $5.5M | +$4.4M | 278.6% |
| Focus Partners Wealth | 93,665 | +4,404 | $13.3M | +$4.3M | 4.9% |
| BEACONLIGHT CAPITAL, LLC | 46,060 | +22,644 | $6.6M | +$4.2M | 96.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 77,081 | +2,300 | $11.0M | +$3.5M | 3.1% |
| Cinctive Capital Management LP | 48,699 | +14,098 | $6.9M | +$3.5M | 40.7% |
| Vident Advisory, LLC | 56,024 | +10,250 | $8.0M | +$3.4M | 22.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 67,855 | +5,142 | $9.7M | +$3.4M | 8.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 51,532 | +9,308 | $7.3M | +$3.1M | 22.0% |
| US BANCORP \DE\ | 25,764 | +18,931 | $3.7M | +$3.0M | 277.1% |
| Cetera Investment Advisers | 45,222 | +10,462 | $6.4M | +$3.0M | 30.1% |
| 1832 Asset Management L.P. | 33,573 | +12,335 | $4.8M | +$2.6M | 58.1% |
| CALIFORNIA FIRST LEASING CORP | 44,000 | +7,800 | $6.3M | +$2.6M | 21.5% |
| Asset Management One Co., Ltd. | 59,356 | +30 | $8.4M | +$2.5M | 0.1% |
| Munich Reinsurance Co Stock Corp in Munich | 38,541 | +6,807 | $5.6M | +$2.4M | 21.4% |
| Creative Planning | 48,932 | +2,050 | $7.0M | +$2.3M | 4.4% |
| MACKENZIE FINANCIAL CORP | 31,748 | +8,603 | $4.6M | +$2.3M | 37.2% |
| Occam Crest Management LP | 38,000 | +6,000 | $5.4M | +$2.2M | 18.8% |
| Panoramic Capital, LLC | 40,689 | +4,078 | $5.8M | +$2.1M | 11.1% |
| Resona Asset Management Co.,Ltd. | 47,111 | +873 | $6.7M | +$2.0M | 1.9% |
| Oak Harvest Investment Services | 39,514 | +3,647 | $5.6M | +$2.0M | 10.2% |
| National Pension Service | 18,545 | +12,025 | $2.6M | +$2.0M | 184.4% |
| Vanguard Personalized Indexing Management, LLC | 28,805 | +6,391 | $4.1M | +$1.9M | 28.5% |
| FIFTH THIRD BANCORP | 14,024 | +10,834 | $2.0M | +$1.7M | 339.6% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 27,226 | +5,264 | $3.9M | +$1.7M | 24.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29,937 | +3,591 | $4.3M | +$1.6M | 13.6% |
| Sphera Management Technology Funds Ltd | 25,000 | +5,000 | $3.6M | +$1.6M | 25.0% |
| JANUS HENDERSON GROUP PLC | 18,485 | +6,803 | $2.6M | +$1.5M | 58.2% |
| Beacon Pointe Advisors, LLC | 19,947 | +5,559 | $2.8M | +$1.4M | 38.6% |
| Skandinaviska Enskilda Banken AB (publ) | 29,343 | +1,179 | $4.2M | +$1.3M | 4.2% |
| TD Asset Management Inc | 28,952 | +882 | $4.1M | +$1.3M | 3.1% |
| QUADRANT CAPITAL GROUP LLC | 9,936 | +8,861 | $1.4M | +$1.3M | 824.3% |
| NISA INVESTMENT ADVISORS, LLC | 28,955 | +364 | $4.1M | +$1.3M | 1.3% |
| Corient Private Wealth LLC | 61,219 | +46,549 | $2.7M | +$1.2M | 317.3% |
| ODDO BHF ASSET MANAGEMENT SAS | 18,969 | +4,244 | $2.7M | +$1.2M | 28.8% |
| Parallel Advisors, LLC | 28,219 | +44 | $4.0M | +$1.2M | 0.1% |
| Rakuten Investment Management, Inc. | 6,500 | +4,212 | $919.9K | -$1.2M | 184.1% |
| ABN AMRO INVESTMENT SOLUTIONS | 9,965 | +7,612 | $1.4M | +$1.2M | 323.5% |
| Robertson Stephens Wealth Management, LLC | 12,489 | +6,109 | $1.8M | +$1.1M | 95.8% |
| Investment Management Corp of Ontario | 19,038 | +3,304 | $2.7M | +$1.1M | 21.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 19,351 | +2,891 | $2.8M | +$1.1M | 17.6% |
| ALLSTATE CORP | 11,918 | +5,936 | $1.7M | +$1.1M | 99.2% |
| Altman Advisors, Inc. | 25,665 | +67 | $3.7M | +$1.1M | 0.3% |
| Global Retirement Partners, LLC | 15,311 | +4,060 | $2.2M | +$1.1M | 36.1% |
| Truvestments Capital LLC | 19,667 | +2,116 | $2.8M | +$1.0M | 12.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 13,448 | +4,678 | $1.9M | +$1.0M | 53.3% |
| Kestra Advisory Services, LLC | 17,955 | +2,328 | $2.6M | +$989.8K | 14.9% |
| FRANKLIN RESOURCES INC | 20,098 | +664 | $2.9M | +$913.6K | 3.4% |
| CHOREO, LLC | 18,529 | +732 | $2.7M | +$889.5K | 4.1% |
| Kestra Investment Management, LLC | 18,066 | +951 | $2.6M | +$856.7K | 5.5% |
| CARRET ASSET MANAGEMENT, LLC | 14,260 | +2,520 | $2.0M | +$853.3K | 21.5% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 19,530 | +229 | $2.8M | +$846.1K | 1.2% |
| Gotham Asset Management, LLC | 8,873 | +4,271 | $1.3M | +$801.5K | 92.8% |
| WINCAP FINANCIAL LLC | 9,609 | +3,925 | $1.4M | +$797.9K | 69.0% |
| State of Wyoming | 11,431 | +2,889 | $1.6M | +$771.0K | 33.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,689 | +722 | $3.0M | +$767.9K | 3.4% |
| HighTower Advisors, LLC | 16,608 | +651 | $2.4M | +$765.0K | 4.1% |
| Sequoia Financial Advisors, LLC | 7,495 | +4,223 | $1.1M | +$738.6K | 129.1% |
| Banque Cantonale Vaudoise | 5,168 | +278 | $735.0K | +$734.5K | 5.7% |
| Brevan Howard Capital Management LP | 7,192 | +4,197 | $1.0M | +$723.2K | 140.1% |
| PNC Financial Services Group, Inc. | 14,320 | +1,185 | $2.0M | +$722.2K | 9.0% |
| Rockefeller Capital Management L.P. | 13,273 | +1,507 | $1.9M | +$710.3K | 12.8% |
| SBI Securities Co., Ltd. | 12,252 | +1,914 | $1.7M | +$708.0K | 18.5% |
| Baker Avenue Asset Management, LP | 11,970 | +1,562 | $1.7M | +$660.9K | 15.0% |
| CAXTON ASSOCIATES LLP | 13,734 | +782 | $2.0M | +$657.2K | 6.0% |
| Generali Investments, Management Co LLC | 9,067 | +2,254 | $1.3M | +$607.8K | 33.1% |
| Optimize Financial Inc | 13,835 | +196 | $2.0M | +$602.8K | 1.4% |
| Dai-ichi Life Insurance Company, Ltd | 7,148 | +3,000 | $1.0M | +$601.6K | 72.3% |
| BANK OF NOVA SCOTIA | 11,472 | +1,109 | $1.6M | +$594.8K | 10.7% |
| Board of the Pension Protection Fund | 13,000 | +300 | $1.8M | +$578.0K | 2.4% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,891 | +24 | $1.8M | +$545.8K | 0.2% |
| Bouvel Investment Partners, LLC | 12,107 | +354 | $1.7M | +$545.7K | 3.0% |
| &PARTNERS | 9,370 | +1,347 | $1.3M | +$538.2K | 16.8% |
| M&T Bank Corp | 7,786 | +2,027 | $1.1M | +$530.2K | 35.2% |
| Miracle Mile Advisors, LLC | 11,868 | +151 | $1.7M | +$515.3K | 1.3% |
| LECAP ASSET MANAGEMENT LTD | 4,855 | +2,786 | $690.6K | +$483.5K | 134.7% |
| Krane Funds Advisors LLC | 12,407 | +114 | $1.8M | +$461.0K | 0.9% |
| Merit Financial Group, LLC | 6,879 | +1,500 | $978.5K | +$440.1K | 27.9% |
| Tower Research Capital LLC (TRC) | 6,672 | +1,482 | $949.0K | +$429.6K | 28.6% |
| Private Advisor Group, LLC | 5,530 | +1,908 | $786.6K | +$424.1K | 52.7% |
| Compound Planning, Inc. | 7,861 | +716 | $1.1M | +$403.0K | 10.0% |
| Crossmark Global Holdings, Inc. | 8,192 | +491 | $1.2M | +$394.4K | 6.4% |
| Chicago Capital, LLC | 4,964 | +1,765 | $706.1K | +$385.9K | 55.2% |
| OFI INVEST ASSET MANAGEMENT | 3,328 | +2,284 | $473.4K | +$384.4K | 218.8% |
| Cache Advisors, LLC | 5,148 | +1,533 | $732.3K | +$370.4K | 42.4% |
| QRG CAPITAL MANAGEMENT, INC. | 6,201 | +1,016 | $882.0K | +$363.0K | 19.6% |
| Aaron Wealth Advisors LLC | 7,212 | +543 | $1.0M | +$358.3K | 8.1% |
| CIBC Asset Management Inc | 7,714 | +216 | $1.1M | +$346.8K | 2.9% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 7,097 | +473 | $1.0M | +$346.5K | 7.1% |
| Verdence Capital Advisors LLC | 11,141 | +277 | $1.6M | +$340.9K | 2.5% |
| SYON CAPITAL LLC | 3,917 | +1,751 | $557.2K | +$340.4K | 80.8% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 6,505 | +465 | $925.3K | +$320.7K | 7.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,939 | +256 | $987.0K | +$318.1K | 3.8% |
| Fulton Bank, N.A. | 3,631 | +1,596 | $516.5K | +$312.8K | 78.4% |
| JONES FINANCIAL COMPANIES LLLP | 6,167 | +598 | $877.2K | +$307.3K | 10.7% |
| AlphaCore Capital LLC | 3,078 | +1,738 | $437.8K | +$303.7K | 129.7% |
| Independent Advisor Alliance | 5,712 | +600 | $812.5K | +$300.8K | 11.7% |
| Cambria Investment Management, L.P. | 4,408 | +739 | $627.0K | +$259.8K | 20.1% |
| NewEdge Advisors, LLC | 5,911 | +99 | $840.8K | +$259.1K | 1.7% |
| LAZARD ASSET MANAGEMENT LLC | 5,707 | +174 | $811.8K | +$258.0K | 3.1% |
| Forum Financial Management, LP | 6,068 | +8 | $863.1K | +$256.6K | 0.1% |
| HARBOUR INVESTMENTS, INC. | 3,222 | +1,156 | $458.3K | +$251.5K | 56.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,790 | +467 | $681.3K | +$248.6K | 10.8% |
| Kathmere Capital Management, LLC | 4,757 | +478 | $676.6K | +$248.4K | 11.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,356 | +159 | $761.8K | +$241.6K | 3.0% |
| Ascent Group, LLC | 5,111 | +177 | $727.0K | +$233.1K | 3.6% |
| HB Wealth Management, LLC | 4,819 | +156 | $685.5K | +$218.7K | 3.3% |
| Callan Family Office, LLC | 4,099 | +450 | $583.0K | +$217.8K | 12.3% |
| GAMMA Investing LLC | 2,608 | +1,075 | $371.0K | +$217.5K | 70.1% |
| NATIONAL BANK OF CANADA /FI/ | 2,192 | +1,205 | $311.3K | +$212.5K | 122.1% |
| Cullen/Frost Bankers, Inc. | 3,870 | +321 | $550.5K | +$195.3K | 9.0% |
| Venturi Wealth Management, LLC | 3,010 | +668 | $428.1K | +$193.7K | 28.5% |
| MAI Capital Management | 4,208 | +73 | $598.5K | +$184.6K | 1.8% |
| Inscription Capital, LLC | 3,825 | +206 | $544.1K | +$181.8K | 5.7% |
| GenTrust, LLC | 3,329 | +306 | $473.5K | +$170.9K | 10.1% |
| AlphaQuest LLC | 2,209 | +764 | $314.2K | +$169.6K | 52.9% |
| Kingsview Wealth Management, LLC | 2,784 | +495 | $396.0K | +$166.9K | 21.6% |
| CERTUITY, LLC | 3,381 | +215 | $481.0K | +$164.1K | 6.8% |
| Steward Partners Investment Advisory, LLC | 1,331 | +1,060 | $189.3K | +$162.2K | 391.1% |
| Vise Technologies, Inc. | 3,081 | +307 | $438.2K | +$160.6K | 11.1% |
| Invst, LLC | 6,887 | +277 | $979.6K | +$157.6K | 4.2% |
| Fifth Third Wealth Advisors LLC | 3,665 | +2 | $521.3K | +$154.7K | 0.1% |
| SIGNATUREFD, LLC | 3,206 | +146 | $456.0K | +$149.7K | 4.8% |
| Versant Capital Management, Inc | 2,641 | +360 | $375.7K | +$147.4K | 15.8% |
| Interchange Capital Partners, LLC | 2,468 | +425 | $351.0K | +$146.6K | 20.8% |
| OneDigital Investment Advisors LLC | 3,125 | +42 | $444.5K | +$135.9K | 1.4% |
| POLEN CAPITAL MANAGEMENT LLC | 3,056 | +45 | $434.7K | +$133.3K | 1.5% |
| Motley Fool Asset Management LLC | 2,675 | +176 | $380.5K | +$130.4K | 7.0% |
| UMB Bank, n.a. | 2,399 | +288 | $341.2K | +$129.9K | 13.6% |
| Silver Lake Advisory, LLC | 2,525 | +225 | $359.2K | +$128.9K | 9.8% |
| Farther Finance Advisors, LLC | 1,911 | +482 | $271.8K | +$128.8K | 33.7% |
| Wedmont Private Capital | 2,828 | +197 | $404.1K | +$121.2K | 7.5% |
| Affinity Capital Advisors, LLC | 2,760 | +169 | $392.6K | +$119.4K | 6.5% |
| Chevy Chase Trust Holdings, LLC | 2,695 | +10 | $383.3K | +$114.6K | 0.4% |
| Palumbo Wealth Management LLC | 2,301 | +168 | $327.3K | +$113.8K | 7.9% |
| Chicago Partners Investment Group LLC | 4,180 | +442 | $536.3K | +$112.1K | 11.8% |
| Smartleaf Asset Management LLC | 2,075 | +265 | $299.1K | +$110.3K | 14.6% |
| Orion Porfolio Solutions, LLC | 2,288 | +45 | $325.4K | +$100.9K | 2.0% |
| HOLLENCREST CAPITAL MANAGEMENT | 1,670 | +300 | $237.5K | +$100.4K | 21.9% |
| D.A. DAVIDSON & CO. | 2,327 | +22 | $331.0K | +$100.3K | 0.9% |
| SkyOak Wealth, LLC | 2,336 | +3 | $332.3K | +$98.8K | 0.1% |
| Curi Capital, LLC | 2,159 | +61 | $307.2K | +$97.1K | 2.9% |
| PRINCIPAL SECURITIES, INC. | 1,645 | +247 | $234.0K | +$94.1K | 17.7% |
| Dunhill Financial, LLC | 2,074 | +2 | $295.0K | +$87.6K | 0.1% |
| BOKF, NA | 2,019 | +16 | $287.2K | +$86.7K | 0.8% |
| Blue Trust, Inc. | 977 | +447 | $139.0K | +$85.9K | 84.3% |
| J.W. COLE ADVISORS, INC. | 3,186 | +36 | $399.1K | +$83.8K | 1.1% |
| GHP Investment Advisors, Inc. | 1,459 | +86 | $207.5K | +$70.1K | 6.3% |
| CIBC Private Wealth Group LLC | 726 | +202 | $103.3K | +$50.8K | 38.5% |
| CoreCap Advisors, LLC | 640 | +196 | $91.0K | +$46.6K | 44.1% |
| ELEVATION WEALTH PARTNERS, LLC | 331 | +324 | $47.1K | +$46.4K | 4628.6% |
| North Star Investment Management Corp. | 733 | +33 | $104.3K | +$34.2K | 4.7% |
| WOLFF WIESE MAGANA LLC | 233 | +224 | $33.1K | +$32.2K | 2488.9% |
| ASSETMARK, INC | 590 | +65 | $83.9K | +$31.4K | 12.4% |
| Root Financial Partners, LLC | 528 | +47 | $75.1K | +$27.0K | 9.8% |
| Larson Financial Group LLC | 440 | +60 | $62.6K | +$24.6K | 15.8% |
| True Wealth Design, LLC | 513 | +19 | $73.0K | +$23.5K | 3.8% |
| JFS WEALTH ADVISORS, LLC | 420 | +41 | $59.7K | +$21.8K | 10.8% |
| MassMutual Private Wealth & Trust, FSB | 303 | +78 | $43.1K | +$20.6K | 34.7% |
| FIRST HORIZON CORP | 334 | +59 | $47.5K | +$20.0K | 21.4% |
| SJS Investment Consulting Inc. | 336 | +53 | $47.8K | +$19.5K | 18.7% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 341 | +48 | $48.5K | +$19.2K | 16.4% |
| Accent Capital Management, LLC | 281 | +72 | $40.0K | +$19.1K | 34.4% |
| HUNTINGTON NATIONAL BANK | 360 | +33 | $51.2K | +$18.5K | 10.1% |
| Transamerica Financial Advisors, LLC | 148 | +118 | $21.1K | +$18.0K | 393.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 166,554 | +89,697 | $23.7K | +$16.0K | 116.7% |
| Triumph Capital Management | 190 | +67 | $27.0K | +$14.7K | 54.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 303,401 | +9,377 | $43.2K | +$13.7K | 3.2% |
| Deseret Mutual Benefit Administrators | 179 | +41 | $25.5K | +$11.6K | 29.7% |
| Marquette Asset Management, LLC | 121 | +60 | $17.2K | +$11.1K | 98.4% |
| Bell Investment Advisors, Inc | 151 | +46 | $21.5K | +$11.0K | 43.8% |
| Abound Wealth Management | 252 | +2 | $35.8K | +$10.8K | 0.8% |
| PRIVATE TRUST CO NA | 160 | +40 | $22.8K | +$10.7K | 33.3% |
| BROWN BROTHERS HARRIMAN & CO | 125 | +25 | $17.8K | +$7.8K | 25.0% |
| ORG Partners LLC | 139 | +18 | $19.8K | +$7.7K | 14.9% |
| Lido Advisors, LLC | 17,106 | +44 | $1.7M | +$7.1K | 0.3% |
| SG Americas Securities, LLC | 51,062 | +48,793 | $7.3K | +$7.0K | 2150.4% |
| FARMERS & MERCHANTS INVESTMENTS INC | 130 | +10 | $18.5K | +$6.5K | 8.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 116,494 | +11,370 | $16.6K | +$6.0K | 10.8% |
| Copia Wealth Management | 119 | +10 | $16.9K | +$6.0K | 9.2% |
| Prestige Wealth Management Group LLC | 81 | +60 | $7.5K | +$5.4K | 285.7% |
| Cornerstone Planning Group LLC | 43 | +35 | $5.8K | +$5.4K | 437.5% |
| Manchester Capital Management LLC | 59 | +24 | $8.4K | +$4.9K | 68.6% |
| WPG Advisers, LLC | 57 | +13 | $8.1K | +$3.7K | 29.5% |
| ROTHSCHILD INVESTMENT LLC | 57 | +12 | $8.1K | +$3.5K | 26.7% |
| Spire Wealth Management | 44 | +10 | $6.3K | +$2.9K | 29.4% |
| Turning Point Benefit Group, Inc. | 21 | +19 | $3.0K | +$2.8K | 950.0% |
| Mn Services Vermogensbeheer B.V. | 55,078 | +678 | $7.8K | +$2.4K | 1.2% |
| Bare Financial Services, Inc | 20 | +15 | $2.8K | +$2.3K | 300.0% |
| Retirement Wealth Solutions LLC | 31 | +10 | $4.4K | +$2.3K | 47.6% |
| Handelsbanken Fonder AB | 42,700 | +900 | $6.1K | +$1.9K | 2.1% |
| Ilmarinen Mutual Pension Insurance Co | 31,533 | +4,000 | $4.5K | +$1.7K | 14.5% |
| TD PRIVATE CLIENT WEALTH LLC | 20 | +7 | $2.8K | +$1.5K | 53.8% |
| Bay Harbor Wealth Management, LLC | 18 | +7 | $2.6K | +$1.5K | 63.6% |
| Rialto Wealth Management, LLC | 19 | +6 | $2.7K | +$1.4K | 46.1% |
| HFM Investment Advisors, LLC | 16 | +7 | $2.3K | +$1.4K | 77.8% |
| NATIXIS ADVISORS, LLC | 19,760 | +5,130 | $2.8K | +$1.3K | 35.1% |
| South Dakota Investment Council | 13,843 | +7,143 | $2.0K | +$1.3K | 106.6% |
| Janney Montgomery Scott LLC | 16,002 | +4,319 | $2.3K | +$1.1K | 37.0% |
| Bogart Wealth, LLC | 15 | +4 | $2.1K | +$1.0K | 36.4% |
| CWM, LLC | 16,049 | +57 | $2.3K | +$682 | 0.3% |
| HANTZ FINANCIAL SERVICES, INC. | 5,396 | +3,925 | $768 | +$621 | 266.8% |
| Daiwa Securities Group Inc. | 12,953 | +200 | $1.8K | +$566 | 1.6% |
| Harvest Fund Management Co., Ltd | 21,513 | +3,090 | $2.4K | +$440 | 16.8% |
| Gulf International Bank (UK) Ltd | 7,293 | +200 | $1.0K | +$327 | 2.8% |
| BESSEMER GROUP INC | 2,988 | +228 | $425 | +$149 | 8.3% |
| Employees Retirement System of Texas | 1,631 | +436 | $232 | +$112 | 36.5% |
| Covestor Ltd | 882 | +172 | $126 | +$55 | 24.2% |
| CX Institutional | 903 | +151 | $128 | +$53 | 20.1% |
| GW&K Investment Management, LLC | 513 | +225 | $73 | +$44 | 78.1% |
| Avion Wealth | 51 | +4 | $7 | +$3 | 8.5% |