13F QoQ Ownership Changes
UBS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 136 new · 243 added · 305 reduced · 64 exited
New Positions(136)
Added To(243)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 146,278,934 | +7,635,455 | $6.77B | +$1.09B | 5.5% |
| VANGUARD GROUP INC | 139,105,725 | +1,758,287 | $6.42B | +$776.3M | 1.3% |
| FMR LLC | 58,098,230 | +9,639,522 | $2.71B | +$728.6M | 19.9% |
| Fisher Asset Management, LLC | 64,107,264 | +2,938,827 | $2.97B | +$460.9M | 4.8% |
| JPMORGAN CHASE & CO | 40,392,294 | +5,615,450 | $1.87B | +$444.7M | 16.1% |
| DEUTSCHE BANK AG\ | 29,605,781 | +4,744,982 | $1.37B | +$351.8M | 19.1% |
| SIH Partners, LLLP | 18,129,046 | +5,601,633 | $839.6M | +$325.9M | 44.7% |
| JANUS HENDERSON GROUP PLC | 6,861,746 | +4,919,494 | $320.1M | +$240.7M | 253.3% |
| Pictet Asset Management Holding SA | 35,932,192 | +629,310 | $1.68B | +$233.8M | 1.8% |
| Capital World Investors | 37,399,326 | +55,822 | $1.73B | +$203.8M | 0.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 8,778,075 | +3,051,913 | $408.8M | +$175.0M | 53.3% |
| NATIONAL BANK OF CANADA /FI/ | 3,581,801 | +3,548,610 | $167.1M | +$165.7M | 10691.5% |
| FRANKLIN RESOURCES INC | 4,907,214 | +3,179,974 | $226.4M | +$155.4M | 184.1% |
| Legal & General Group Plc | 23,611,119 | +207,752 | $1.10B | +$145.2M | 0.9% |
| PZENA INVESTMENT MANAGEMENT LLC | 29,774,573 | +28,100 | $1.10B | +$133.4M | 0.1% |
| Allianz Asset Management GmbH | 6,337,956 | +1,898,324 | $295.7M | +$114.3M | 42.8% |
| CIBC WORLD MARKET INC. | 2,457,317 | +2,089,335 | $114.8M | +$99.7M | 567.8% |
| Nuveen, LLC | 11,408,186 | +712,516 | $531.2M | +$93.8M | 6.7% |
| Bank Julius Baer & Co. Ltd, Zurich | 5,704,194 | +1,176,743 | $264.6M | +$79.1M | 26.0% |
| Ninety One UK Ltd | 8,829,586 | +140,051 | $411.9M | +$56.9M | 1.6% |
| Russell Investments Group, Ltd. | 8,414,416 | +131,508 | $392.5M | +$54.1M | 1.6% |
| Korea Investment CORP | 2,421,191 | +692,573 | $113.0M | +$42.3M | 40.1% |
| LGT Group Foundation | 3,672,402 | +427,939 | $171.0M | +$39.7M | 13.2% |
| M&G PLC | 4,500,778 | +389,283 | $209.6M | +$39.2M | 9.5% |
| Compagnie Lombard Odier SCmA | 5,382,437 | +158,770 | $251.1M | +$37.7M | 3.0% |
| MOORE CAPITAL MANAGEMENT, LP | 2,197,102 | +543,812 | $102.4M | +$34.9M | 32.9% |
| PEAK6 LLC | 1,032,800 | +706,900 | $47.8M | +$34.5M | 216.9% |
| Invesco Ltd. | 2,195,330 | +415,224 | $101.7M | +$28.7M | 23.3% |
| D. E. Shaw & Co., Inc. | 1,347,848 | +493,031 | $62.4M | +$27.4M | 57.7% |
| AVIVA PLC | 3,543,255 | +115,004 | $165.0M | +$25.1M | 3.4% |
| AQR CAPITAL MANAGEMENT LLC | 698,229 | +490,353 | $32.4M | +$23.9M | 235.9% |
| Mediolanum International Funds Ltd | 540,868 | +470,662 | $25.3M | +$22.4M | 670.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,787,482 | +78,562 | $129.1M | +$18.0M | 2.9% |
| AMERICAN CENTURY COMPANIES INC | 1,787,683 | +201,878 | $82.8M | +$17.8M | 12.7% |
| BANQUE PICTET & CIE SA | 1,519,854 | +216,866 | $70.9M | +$17.7M | 16.6% |
| RBF Capital, LLC | 680,000 | +331,141 | $31.5M | +$17.2M | 94.9% |
| ABN AMRO Bank N.V. | 1,890,886 | +124,558 | $87.8M | +$16.0M | 7.0% |
| Generali Asset Management SPA SGR | 2,480,242 | +142,490 | $91.7M | +$15.7M | 6.1% |
| Walleye Capital LLC | 419,581 | +280,058 | $19.4M | +$13.7M | 200.7% |
| Fiera Capital Corp | 572,561 | +257,273 | $26.5M | +$13.6M | 81.6% |
| CREDIT AGRICOLE S A | 1,754,072 | +102,457 | $81.2M | +$13.5M | 6.2% |
| Zurich Insurance Group Ltd/FI | 850,286 | +194,626 | $39.6M | +$12.9M | 29.7% |
| GAM Holding AG | 1,020,351 | +147,532 | $47.6M | +$11.9M | 16.9% |
| MACKENZIE FINANCIAL CORP | 926,692 | +137,009 | $43.2M | +$10.9M | 17.3% |
| Lansforsakringar Fondforvaltning AB (publ) | 1,366,572 | +30,427 | $63.8M | +$9.2M | 2.3% |
| Crocodile Capital Partners GmbH | 1,070,000 | +60,000 | $49.6M | +$8.1M | 5.9% |
| Jefferies Financial Group Inc. | 209,349 | +168,793 | $9.8M | +$8.1M | 416.2% |
| JANE STREET GROUP, LLC | 618,237 | +113,884 | $28.6M | +$8.0M | 22.6% |
| RAYMOND JAMES FINANCIAL INC | 691,384 | +94,586 | $32.0M | +$7.5M | 15.8% |
| Balyasny Asset Management L.P. | 166,100 | +139,253 | $7.7M | +$6.6M | 518.7% |
| Quantinno Capital Management LP | 474,483 | +85,384 | $22.0M | +$6.0M | 21.9% |
| ASR Vermogensbeheer N.V. | 863,542 | +24,349 | $40.3M | +$6.0M | 2.9% |
| NatWest Group plc | 138,732 | +105,513 | $6.4M | +$5.1M | 317.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 483,806 | +52,998 | $22.4M | +$4.7M | 12.3% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 544,014 | +34,268 | $25.4M | +$4.6M | 6.7% |
| Channing Global Advisors, LLC | 685,636 | +12,227 | $32.0M | +$4.5M | 1.8% |
| WELLS FARGO & COMPANY/MN | 676,753 | +19,321 | $31.3M | +$4.4M | 2.9% |
| Lighthouse Investment Partners, LLC | 222,920 | +76,579 | $10.3M | +$4.3M | 52.3% |
| Callan Family Office, LLC | 137,587 | +86,738 | $6.4M | +$4.3M | 170.6% |
| DJE Kapital AG | 203,050 | +40,679 | $9.5M | +$4.1M | 25.1% |
| Voya Investment Management LLC | 418,668 | +32,525 | $19.5M | +$3.8M | 8.4% |
| Vestmark Advisory Solutions, Inc. | 167,820 | +68,317 | $7.8M | +$3.7M | 68.7% |
| RPg Family Wealth Advisory, LLC | 212,110 | +57,191 | $9.8M | +$3.5M | 36.9% |
| Permanens Capital L.P. | 207,412 | +55,495 | $9.6M | +$3.4M | 36.5% |
| Creative Planning | 357,067 | +33,700 | $16.5M | +$3.3M | 10.4% |
| M&T Bank Corp | 191,650 | +54,241 | $8.9M | +$3.2M | 39.5% |
| STIFEL FINANCIAL CORP | 553,795 | +4,914 | $25.6M | +$3.1M | 0.9% |
| Y-Intercept (Hong Kong) Ltd | 92,028 | +61,590 | $4.3M | +$3.0M | 202.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 466,828 | +10,275 | $21.6M | +$2.9M | 2.3% |
| LAZARD ASSET MANAGEMENT LLC | 295,193 | +29,388 | $13.7M | +$2.9M | 11.1% |
| Baker Avenue Asset Management, LP | 503,300 | +4,614 | $23.3M | +$2.9M | 0.9% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 148,853 | +49,350 | $6.9M | +$2.8M | 49.6% |
| LPL Financial LLC | 283,013 | +29,773 | $13.1M | +$2.7M | 11.8% |
| LGT Fund Management Co Ltd. | 294,284 | +15,184 | $13.7M | +$2.4M | 5.4% |
| SEI INVESTMENTS CO | 165,657 | +36,980 | $7.7M | +$2.4M | 28.7% |
| PRUDENTIAL PLC | 337,431 | +5,867 | $15.7M | +$2.2M | 1.8% |
| Pathstone Holdings, LLC | 223,849 | +18,509 | $10.4M | +$2.0M | 9.0% |
| Bleakley Financial Group, LLC | 64,240 | +39,941 | $3.0M | +$2.0M | 164.4% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 367,938 | +313 | $17.0M | +$2.0M | 0.1% |
| ASSETMARK, INC | 78,004 | +33,052 | $3.6M | +$1.8M | 73.5% |
| NEUBERGER BERMAN GROUP LLC | 205,938 | +14,719 | $9.6M | +$1.7M | 7.7% |
| Groupe la Francaise | 86,415 | +28,307 | $4.0M | +$1.7M | 48.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 35,117 | +3,335 | $1.6M | +$1.6M | 10.5% |
| Assenagon Asset Management S.A. | 252,040 | +3,494 | $11.8M | +$1.6M | 1.4% |
| Mariner, LLC | 217,246 | +9,297 | $10.1M | +$1.5M | 4.5% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 37,442 | +30,699 | $1.7M | +$1.5M | 455.3% |
| Parallax Volatility Advisers, L.P. | 55,000 | +28,113 | $2.5M | +$1.4M | 104.5% |
| Focus Partners Wealth | 51,287 | +27,428 | $2.4M | +$1.4M | 115.0% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 82,661 | +23,343 | $3.8M | +$1.4M | 39.4% |
| Orion Porfolio Solutions, LLC | 120,662 | +15,843 | $5.6M | +$1.3M | 15.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 132,190 | +10,805 | $6.2M | +$1.3M | 8.9% |
| QRG CAPITAL MANAGEMENT, INC. | 159,489 | +10,548 | $7.4M | +$1.3M | 7.1% |
| RITHOLTZ WEALTH MANAGEMENT | 155,311 | +10,194 | $7.2M | +$1.2M | 7.0% |
| HighTower Advisors, LLC | 134,639 | +9,276 | $6.2M | +$1.1M | 7.4% |
| Cetera Investment Advisers | 131,397 | +8,245 | $6.1M | +$1.0M | 6.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 99,400 | +11,298 | $4.6M | +$991.0K | 12.8% |
| Bank Pictet & Cie (Europe) AG | 96,114 | +9,999 | $4.5M | +$965.3K | 11.6% |
| INSPIRE TRUST CO, N.A. | 130,000 | +5,000 | $6.0M | +$895.3K | 4.0% |
| MML INVESTORS SERVICES, LLC | 112,528 | +7,262 | $5.2M | +$895.3K | 6.9% |
| TrueMark Investments, LLC | 81,792 | +10,659 | $3.8M | +$871.3K | 15.0% |
| Gradient Investments LLC | 45,827 | +14,887 | $2.1M | +$853.7K | 48.1% |
| FACTORY MUTUAL INSURANCE CO | 86,545 | +9,289 | $4.0M | +$840.4K | 12.0% |
| Farther Finance Advisors, LLC | 31,549 | +15,557 | $1.5M | +$805.4K | 97.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21,556 | +16,605 | $998.3K | +$795.3K | 335.4% |
| 1832 Asset Management L.P. | 45,500 | +13,100 | $2.1M | +$778.7K | 40.4% |
| PNC Financial Services Group, Inc. | 119,592 | +3,375 | $5.5M | +$773.4K | 2.9% |
| NewEdge Advisors, LLC | 63,920 | +10,483 | $3.0M | +$769.2K | 19.6% |
| Schonfeld Strategic Advisors LLC | 29,426 | +13,715 | $1.4M | +$718.6K | 87.3% |
| Brooklyn Investment Group | 21,514 | +13,429 | $1.0M | +$670.0K | 166.1% |
| US BANCORP \DE\ | 105,174 | +2,272 | $4.9M | +$651.6K | 2.2% |
| Qtron Investments LLC | 46,013 | +7,749 | $2.1M | +$583.1K | 20.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70,542 | +4,959 | $3.3M | +$577.9K | 7.6% |
| QUADRANT CAPITAL GROUP LLC | 107,550 | +110 | $5.0M | +$575.6K | 0.1% |
| Advisors Asset Management, Inc. | 47,595 | +7,825 | $2.2M | +$573.6K | 19.7% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 60,399 | +4,391 | $2.8M | +$529.9K | 7.8% |
| Ethic Inc. | 44,391 | +7,113 | $2.1M | +$527.3K | 19.1% |
| Advisors Capital Management, LLC | 64,963 | +4,271 | $3.0M | +$520.1K | 7.0% |
| Global Retirement Partners, LLC | 15,814 | +10,227 | $732.3K | +$503.3K | 183.0% |
| Wealthspire Advisors, LLC | 15,481 | +9,834 | $716.9K | +$485.4K | 174.1% |
| SIGNATUREFD, LLC | 79,813 | +1,499 | $3.7M | +$485.3K | 1.9% |
| OSSIAM | 71,521 | +1,616 | $3.3M | +$480.3K | 2.3% |
| JONES FINANCIAL COMPANIES LLLP | 41,387 | +5,522 | $1.9M | +$453.9K | 15.4% |
| CHOREO, LLC | 69,586 | +1,453 | $3.2M | +$443.7K | 2.1% |
| Sivia Capital Partners, LLC | 22,206 | +7,827 | $1.0M | +$438.8K | 54.4% |
| Orca Wealth Management, LLC | 60,138 | +160 | $2.9M | +$413.7K | 0.3% |
| NewEdge Wealth, LLC | 14,355 | +7,504 | $664.8K | +$401.9K | 109.5% |
| MATHER GROUP, LLC. | 9,175 | +8,052 | $424.9K | +$378.9K | 717.0% |
| Evelyn Partners Investment Management LLP | 29,005 | +139 | $1.4M | +$375.2K | 0.5% |
| Impact Capital Partners LLC | 16,753 | +6,571 | $775.8K | +$358.4K | 64.5% |
| Rockefeller Capital Management L.P. | 32,884 | +4,384 | $1.5M | +$354.5K | 15.4% |
| IEQ CAPITAL, LLC | 52,412 | +1,796 | $2.4M | +$351.9K | 3.5% |
| Compound Planning, Inc. | 41,632 | +2,953 | $1.9M | +$342.1K | 7.6% |
| PINNACLE ASSOCIATES LTD | 30,632 | +4,077 | $1.4M | +$329.8K | 15.3% |
| Atria Investments, Inc | 41,085 | +2,122 | $1.9M | +$305.2K | 5.4% |
| Private Advisor Group, LLC | 25,399 | +3,906 | $1.2M | +$295.0K | 18.2% |
| Evelyn Partners Investment Management Services Ltd | 12,109 | +4,009 | $564.6K | +$290.4K | 49.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 14,463 | +5,121 | $669.8K | +$286.8K | 54.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 41,308 | +1,503 | $1.9M | +$281.0K | 3.8% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 30,080 | +2,788 | $1.4M | +$274.0K | 10.2% |
| Caprock Group, LLC | 29,222 | +2,251 | $1.4M | +$260.4K | 8.3% |
| Concurrent Investment Advisors, LLC | 15,083 | +3,919 | $698.4K | +$240.7K | 35.1% |
| OSAIC HOLDINGS, INC. | 31,798 | +1,316 | $1.5M | +$223.9K | 4.3% |
| Gryphon Financial Partners LLC | 19,505 | +2,850 | $903.3K | +$220.4K | 17.1% |
| Legacy Capital Group California, Inc. | 39,471 | +239 | $1.8M | +$219.4K | 0.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22,405 | +2,378 | $1.0M | +$216.5K | 11.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 15,893 | +3,188 | $736.0K | +$215.1K | 25.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,884 | +3,177 | $735.6K | +$214.6K | 25.0% |
| Cullen/Frost Bankers, Inc. | 31,697 | +908 | $1.5M | +$205.5K | 2.9% |
| Snowden Capital Advisors LLC | 35,142 | +284 | $1.6M | +$198.2K | 0.8% |
| Kathmere Capital Management, LLC | 35,170 | +171 | $1.6M | +$193.8K | 0.5% |
| Dorsey & Whitney Trust CO LLC | 15,531 | +2,590 | $719.2K | +$188.7K | 20.0% |
| TRUST POINT INC. | 11,420 | +2,888 | $528.9K | +$179.0K | 33.8% |
| DAVENPORT & Co LLC | 13,429 | +2,566 | $621.9K | +$176.5K | 23.6% |
| GeoWealth Management, LLC | 11,269 | +2,561 | $521.9K | +$164.8K | 29.4% |
| Versant Capital Management, Inc | 18,208 | +1,649 | $843.2K | +$164.3K | 9.9% |
| Blue Trust, Inc. | 24,574 | +791 | $1.1M | +$162.9K | 3.3% |
| HB Wealth Management, LLC | 14,677 | +1,957 | $679.7K | +$158.2K | 15.4% |
| Envestnet Portfolio Solutions, Inc. | 17,551 | +1,535 | $812.8K | +$156.1K | 9.6% |
| Bridgewater Advisors Inc. | 14,205 | +385 | $674.0K | +$148.3K | 2.8% |
| TD Waterhouse Canada Inc. | 20,123 | +650 | $931.7K | +$144.5K | 3.3% |
| Diversify Advisory Services, LLC | 9,157 | +1,457 | $433.9K | +$141.5K | 18.9% |
| BROWN BROTHERS HARRIMAN & CO | 16,711 | +1,282 | $773.9K | +$141.3K | 8.3% |
| HARBOUR INVESTMENTS, INC. | 5,217 | +2,699 | $241.6K | +$138.4K | 107.2% |
| EverSource Wealth Advisors, LLC | 13,500 | +1,516 | $625.2K | +$133.8K | 12.7% |
| Valeo Financial Advisors, LLC | 16,786 | +1,061 | $777.4K | +$132.6K | 6.7% |
| Ascent Group, LLC | 16,368 | +1,068 | $758.0K | +$130.7K | 7.0% |
| COMMERCE BANK | 8,943 | +2,028 | $414.1K | +$130.6K | 29.3% |
| DRIVE WEALTH MANAGEMENT, LLC | 12,600 | +1,500 | $583.5K | +$128.4K | 13.5% |
| ACADIAN ASSET MANAGEMENT LLC | 16,181,297 | +813,418 | $754.8K | +$127.0K | 5.3% |
| Smartleaf Asset Management LLC | 11,654 | +1,529 | $542.2K | +$123.7K | 15.1% |
| Root Financial Partners, LLC | 16,187 | +803 | $749.6K | +$118.9K | 5.2% |
| EVOKE WEALTH, LLC | 6,863 | +1,968 | $317.8K | +$117.1K | 40.2% |
| STEPHENS INC /AR/ | 12,139 | +1,274 | $562.2K | +$116.7K | 11.7% |
| U.S. Capital Wealth Advisors, LLC | 19,905 | +260 | $921.8K | +$116.4K | 1.3% |
| Waverly Advisors, LLC | 16,348 | +671 | $757.1K | +$114.3K | 4.3% |
| Parallel Advisors, LLC | 15,646 | +741 | $724.6K | +$113.5K | 5.0% |
| GC Wealth Management RIA, LLC | 9,117 | +1,511 | $422.2K | +$110.4K | 19.9% |
| Venturi Wealth Management, LLC | 12,075 | +1,091 | $559.2K | +$108.8K | 9.9% |
| BLAIR WILLIAM & CO/IL | 10,264 | +1,198 | $475.3K | +$103.6K | 13.2% |
| CITIZENS FINANCIAL GROUP INC/RI | 18,875 | +29 | $874.1K | +$101.4K | 0.1% |
| Clarius Group, LLC | 15,199 | +303 | $703.9K | +$93.1K | 2.0% |
| D.A. DAVIDSON & CO. | 10,719 | +793 | $496.4K | +$89.4K | 8.0% |
| West Family Investments, Inc. | 9,695 | +908 | $449.0K | +$88.7K | 10.3% |
| Wedmont Private Capital | 9,920 | +609 | $469.2K | +$88.3K | 6.5% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 15,051 | +104 | $697.0K | +$84.2K | 0.7% |
| SAX WEALTH ADVISORS, LLC | 13,990 | +186 | $647.9K | +$81.9K | 1.3% |
| Legacy Financial Advisors, Inc. | 13,584 | +153 | $629.1K | +$78.4K | 1.1% |
| PRINCIPAL SECURITIES, INC. | 7,377 | +915 | $341.6K | +$76.7K | 14.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5,138 | +1,099 | $239.7K | +$74.7K | 27.2% |
| Pinnacle Wealth Planning Services, Inc. | 12,510 | +189 | $579.3K | +$74.2K | 1.5% |
| Traveka Wealth, LLC | 7,578 | +777 | $350.9K | +$72.1K | 11.4% |
| LEUTHOLD GROUP, LLC | 12,341 | +18 | $571.5K | +$66.3K | 0.1% |
| Soltis Investment Advisors LLC | 5,988 | +784 | $277.3K | +$64.0K | 15.1% |
| Fiduciary Trust Co | 9,114 | +356 | $422.1K | +$63.0K | 4.1% |
| HighPoint Advisor Group LLC | 8,931 | +362 | $413.6K | +$62.3K | 4.2% |
| Sage Mountain Advisors LLC | 10,686 | +48 | $494.9K | +$58.7K | 0.5% |
| Optas, LLC | 10,203 | +95 | $472.5K | +$58.1K | 0.9% |
| a16z Perennial Management, L.P. | 6,159 | +511 | $285.2K | +$53.7K | 9.0% |
| Keebeck Wealth Management | 6,232 | +456 | $288.6K | +$51.8K | 7.9% |
| Perigon Wealth Management, LLC | 7,551 | +284 | $349.7K | +$51.7K | 3.9% |
| NATIXIS ADVISORS, LLC | 4,332,234 | +670,001 | $200.6K | +$50.5K | 18.3% |
| Advisory Services Network, LLC | 4,836 | +570 | $224.0K | +$49.0K | 13.4% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 4,750 | +500 | $221.3K | +$47.7K | 11.8% |
| Cornerstone Planning Group LLC | 969 | +882 | $46.5K | +$43.5K | 1013.8% |
| Sound Income Strategies, LLC | 1,367 | +829 | $64.8K | +$43.2K | 154.1% |
| Independence Bank of Kentucky | 4,766 | +166 | $220.7K | +$33.0K | 3.6% |
| Hilltop National Bank | 4,470 | +195 | $207.0K | +$31.7K | 4.6% |
| AIRE ADVISORS, LLC | 5,618 | +1 | $260.2K | +$29.9K | 0.0% |
| MGO ONE SEVEN LLC | 5,260 | +35 | $243.6K | +$29.4K | 0.7% |
| CANADA LIFE ASSURANCE Co | 3,221,371 | +242,984 | $150.3K | +$28.9K | 8.2% |
| BARCLAYS PLC | 1,819 | +1,021 | $61.5K | +$28.8K | 127.9% |
| World Investment Advisors | 8,368 | +2,428 | $266.8K | +$23.3K | 40.9% |
| Wilmington Savings Fund Society, FSB | 1,590 | +325 | $73.6K | +$21.8K | 25.7% |
| TD PRIVATE CLIENT WEALTH LLC | 1,244 | +295 | $57.6K | +$18.7K | 31.1% |
| Salomon & Ludwin, LLC | 1,297 | +177 | $62.4K | +$16.4K | 15.8% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,869 | +1 | $132.9K | +$15.3K | 0.0% |
| Berbice Capital Management LLC | 1,600 | +100 | $74.1K | +$12.6K | 6.7% |
| Bell Investment Advisors, Inc | 391 | +237 | $18.1K | +$11.8K | 153.9% |
| MAI Capital Management | 799 | +179 | $37.0K | +$11.6K | 28.9% |
| AdvisorNet Financial, Inc | 279 | +232 | $12.9K | +$11.0K | 493.6% |
| Parkside Financial Bank & Trust | 1,463 | +60 | $67.8K | +$10.2K | 4.3% |
| Lido Advisors, LLC | 8,585 | +84 | $357.1K | +$8.6K | 1.0% |
| Larson Financial Group LLC | 876 | +55 | $40.6K | +$6.9K | 6.7% |
| Triumph Capital Management | 439 | +98 | $20.3K | +$6.3K | 28.7% |
| Thrivent Financial for Lutherans | 1,062,315 | +1,100 | $49.6K | +$6.2K | 0.1% |
| Manchester Capital Management LLC | 186 | +124 | $8.6K | +$6.1K | 200.0% |
| HIGHLINE WEALTH PARTNERS LLC | 579 | +54 | $26.8K | +$5.3K | 10.3% |
| North Star Investment Management Corp. | 109 | +96 | $5.0K | +$4.5K | 738.5% |
| FINANCIAL CONSULATE, INC | 318 | +64 | $14.7K | +$4.3K | 25.2% |
| HUNTINGTON NATIONAL BANK | 595 | +28 | $27.6K | +$4.3K | 4.9% |
| Stone House Investment Management, LLC | 111 | +89 | $5.1K | +$4.2K | 404.5% |
| Abound Wealth Management | 241 | +45 | $11.2K | +$3.1K | 22.9% |
| Physician Wealth Advisors, Inc. | 163 | +41 | $7.5K | +$2.5K | 33.6% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 138 | +30 | $6.4K | +$2.0K | 27.8% |
| INGALLS & SNYDER LLC | 182,019 | +11,950 | $8.4K | +$1.5K | 7.0% |
| PARK AVENUE SECURITIES LLC | 67,661 | +13,779 | $3.1K | +$924 | 25.6% |
| American Capital Advisory, LLC | 53 | +7 | $2.5K | +$569 | 15.2% |
| Bare Financial Services, Inc | 84 | +2 | $3.9K | +$528 | 2.4% |
| CENTRAL TRUST Co | 23 | +3 | $1.1K | +$246 | 15.0% |
| HRT FINANCIAL LP | 13,568 | +3,573 | $628 | +$219 | 35.7% |
| Janney Montgomery Scott LLC | 9,799 | +3,353 | $454 | +$190 | 52.0% |
| CWM, LLC | 9,581 | +822 | $444 | +$85 | 9.4% |
| Janney Capital Management LLC | 5,987 | +397 | $277 | +$48 | 7.1% |
Reduced(305)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 104,982,026 | -71,042,426 | $4.89B | -$534.8M | -40.4% |
| GOLDMAN SACHS GROUP INC | 22,217,253 | -11,190,717 | $1.03B | -$340.8M | -33.5% |
| Banque Cantonale Vaudoise | 6,738,930 | -22,062 | $314.4M | +$314.1M | -0.3% |
| BANK OF MONTREAL /CAN/ | 2,193,282 | -7,131,994 | $102.1M | -$278.6M | -76.5% |
| Cevian Capital II GP LTD | 48,117,675 | 0 | $2.23B | +$255.5M | 0.0% |
| BANK OF AMERICA CORP /DE/ | 10,708,372 | -6,917,805 | $495.9M | -$226.8M | -39.2% |
| Royal Bank of Canada | 5,826,037 | -9,303,235 | $269.8M | -$217.7M | -61.5% |
| Dodge & Cox | 33,665,342 | -8,976,100 | $1.56B | -$196.7M | -21.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,529,270 | -3,265,248 | $2.31B | +$153.5M | -6.2% |
| VIKING GLOBAL INVESTORS LP | 9,128,817 | -3,967,743 | $426.0M | -$108.9M | -30.3% |
| Amundi | 19,920,331 | -77,617 | $922.5M | +$101.8M | -0.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 57,652,790 | -6,018,520 | $2.69B | +$88.0M | -9.4% |
| Twin Tree Management, LP | 447,800 | -2,048,500 | $20.7M | -$81.6M | -82.1% |
| ARGA Investment Management, LP | 93,216 | -1,592,892 | $4.3M | -$64.5M | -94.5% |
| Vontobel Holding Ltd. | 14,224,512 | -461,533 | $662.5M | +$62.8M | -3.1% |
| Liontrust Investment Partners LLP | 2,233,585 | -2,154,627 | $104.2M | -$59.9M | -49.1% |
| RENAISSANCE TECHNOLOGIES LLC | 206,591 | -1,396,600 | $9.6M | -$56.2M | -87.1% |
| PLATINUM INVESTMENT MANAGEMENT LTD | 117,507 | -1,325,071 | $5.5M | -$53.5M | -91.8% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 7,922,061 | 0 | $369.6M | +$46.4M | 0.0% |
| MORGAN STANLEY | 7,654,099 | -59,676 | $354.5M | +$38.2M | -0.8% |
| CITIGROUP INC | 8,015,846 | -1,921,967 | $374.0M | -$32.1M | -19.3% |
| WCM INVESTMENT MANAGEMENT, LLC | 5,211,089 | -6,592 | $242.4M | +$26.8M | -0.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,947,156 | -155,784 | $229.1M | +$20.8M | -3.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17,527,342 | -1,907,613 | $814.9M | +$20.4M | -9.8% |
| NORTHERN TRUST CORP | 4,367,018 | -82,442 | $202.2M | +$19.8M | -1.9% |
| J. Safra Sarasin Holding AG | 1,120,619 | -593,915 | $52.3M | -$17.8M | -34.6% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 3,534,187 | -50,926 | $163.7M | +$16.7M | -1.4% |
| BlackRock, Inc. | 4,030,917 | -171,184 | $186.7M | +$14.4M | -4.1% |
| TWO SIGMA ADVISERS, LP | 690,725 | -423,230 | $32.0M | -$13.7M | -38.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2,460,415 | -13,813 | $114.6M | +$13.4M | -0.6% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 514,597 | -367,033 | $24.0M | -$12.0M | -41.6% |
| CAPTRUST FINANCIAL ADVISORS | 2,097,527 | -32,653 | $97.1M | +$9.8M | -1.5% |
| FIL Ltd | 2,066,939 | -62,465 | $96.4M | +$9.5M | -2.9% |
| TUDOR INVESTMENT CORP ET AL | 113,400 | -241,840 | $5.3M | -$9.3M | -68.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,413,999 | -4,693 | $66.0M | +$8.2M | -0.3% |
| State of Tennessee, Department of Treasury | 1,841,257 | -90,123 | $87.0M | +$8.1M | -4.7% |
| Qube Research & Technologies Ltd | 4,589,834 | -839,522 | $213.8M | -$7.9M | -15.5% |
| TD Asset Management Inc | 1,149,096 | -1,227 | $53.6M | +$6.6M | -0.1% |
| Patient Capital Management, LLC | 1,187,326 | -313,523 | $55.0M | -$6.5M | -20.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 68,622,440 | -8,731,150 | $3.18B | +$6.4M | -11.3% |
| BRANDES INVESTMENT PARTNERS, LP | 1,372,632 | -52,807 | $63.6M | +$5.1M | -3.7% |
| Bank of New York Mellon Corp | 6,748,792 | -1,022,948 | $312.5M | -$5.0M | -13.2% |
| Kestra Advisory Services, LLC | 11,756 | -116,042 | $544.4K | -$4.7M | -90.8% |
| CITADEL ADVISORS LLC | 1,519,823 | -104,549 | $70.4M | +$3.8M | -6.4% |
| Systrade AG | 625,000 | 0 | $29.1M | +$3.6M | 0.0% |
| Haven Global Partners, LLC | 669,028 | -10,044 | $31.2M | +$3.5M | -1.5% |
| ANTIPODES PARTNERS Ltd | 890,432 | -199,422 | $41.5M | -$3.0M | -18.3% |
| USS Investment Management Ltd | 516,436 | 0 | $24.0M | +$3.0M | 0.0% |
| Gator Capital Management, LLC | 52,430 | -131 | $2.4M | -$2.8M | -0.2% |
| MILLENNIUM MANAGEMENT LLC | 1,174,653 | -239,466 | $49.6M | -$2.7M | -16.9% |
| Integrated Wealth Concepts LLC | 4,817 | -64,527 | $223.1K | -$2.6M | -93.0% |
| GREAT LAKES ADVISORS, LLC | 611,294 | -16,261 | $28.3M | +$2.6M | -2.6% |
| MIRABELLA FINANCIAL SERVICES LLP | 37,169 | -67,559 | $1.7M | -$2.6M | -64.5% |
| SIMPLEX TRADING, LLC | 53,030 | -56,918 | $2.5M | +$2.5M | -51.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 2,456,492 | -285,767 | $114.4M | +$2.4M | -10.4% |
| AMERIPRISE FINANCIAL INC | 1,141,947 | -92,378 | $52.9M | +$2.2M | -7.5% |
| Baader Bank Aktiengesellschaft | 360,840 | 0 | $16.8M | +$2.1M | 0.0% |
| LEVIN CAPITAL STRATEGIES, L.P. | 658,920 | -39,816 | $30.5M | +$1.9M | -5.7% |
| Maryland State Retirement & Pension System | 331,417 | -2,467 | $15.5M | +$1.8M | -0.7% |
| PDT Partners, LLC | 305,288 | 0 | $14.2M | +$1.8M | 0.0% |
| Pictet North America Advisors SA | 369,855 | -12,500 | $17.3M | +$1.6M | -3.3% |
| Walleye Trading LLC | 314,412 | -77,172 | $14.6M | -$1.5M | -19.7% |
| Value Partners Investments Inc. | 240,090 | 0 | $11.1M | +$1.3M | 0.0% |
| Exane Asset Management | 665,458 | -123,543 | $28.9M | -$1.3M | -15.7% |
| GROUP ONE TRADING LLC | 70,074 | -39,468 | $3.2M | -$1.2M | -36.0% |
| Centennial Bank/AR/ | 19,927 | -37,282 | $931.3K | -$1.2M | -65.2% |
| Black Diamond Capital Management I, LLLP | 200,000 | 0 | $9.3M | +$1.1M | 0.0% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 309,569 | -14,790 | $14.3M | +$1.0M | -4.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 181,875 | -1,207 | $8.5M | +$1.0M | -0.7% |
| MetLife Investment Management, LLC | 286,464 | -12,448 | $13.3M | +$995.0K | -4.2% |
| Banco Santander, S.A. | 5,049 | -23,855 | $233.8K | -$951.2K | -82.5% |
| Promethos Capital, LLC | 232,655 | -29,997 | $10.8M | +$941.8K | -11.4% |
| Vanguard Personalized Indexing Management, LLC | 190,979 | -3,918 | $8.8M | +$846.3K | -2.0% |
| Point72 Asset Management, L.P. | 219,826 | -48,503 | $10.2M | -$821.3K | -18.1% |
| Henry James International Management Inc. | 341,401 | -24,309 | $15.8M | +$816.2K | -6.6% |
| Ensign Peak Advisors, Inc | 140,094 | 0 | $6.5M | +$811.5K | 0.0% |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | 136,000 | 0 | $6.3M | +$790.0K | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,412,986 | -163,797 | $65.4M | +$787.3K | -10.4% |
| Plato Investment Management Ltd | 120,920 | 0 | $5.7M | +$763.0K | 0.0% |
| Triasima Portfolio Management inc. | 144,355 | -610 | $6.7M | +$741.5K | -0.4% |
| Cerity Partners LLC | 159,789 | -4,849 | $7.4M | +$649.7K | -2.9% |
| Beverly Hills Private Wealth, LLC | 15,478 | -17,314 | $716.8K | -$627.7K | -52.8% |
| Clearbridge Investments, LLC | 134,577 | -2,341 | $6.2M | +$618.6K | -1.7% |
| FIRST TRUST ADVISORS LP | 158,752 | -6,799 | $7.4M | +$616.2K | -4.1% |
| Corient Private Wealth LLC | 122,377 | -2,434 | $5.7M | +$550.0K | -1.9% |
| Vise Technologies, Inc. | 48,911 | -19,466 | $2.3M | -$538.4K | -28.5% |
| Credit Capital Investments LLC | 15,000 | -15,000 | $694.6K | -$535.4K | -50.0% |
| ALLIANCEBERNSTEIN L.P. | 619,420 | -68,491 | $28.7M | +$481.0K | -9.9% |
| Timber Creek Capital Management LLC | 113,383 | -3,083 | $5.3M | +$475.7K | -2.6% |
| Independent Advisor Alliance | 86,232 | -1,045 | $4.0M | +$415.0K | -1.2% |
| MITCHELL CAPITAL MANAGEMENT CO | 95,518 | -2,359 | $4.4M | +$410.5K | -2.4% |
| EQUITABLE TRUST CO | 73,638 | -530 | $3.4M | +$369.3K | -0.7% |
| Alaethes Wealth, LLC | 69,726 | -331 | $3.2M | +$356.7K | -0.5% |
| Trivant Custom Portfolio Group, LLC | 64,279 | -190 | $3.0M | +$333.5K | -0.3% |
| Kovitz Investment Group Partners, LLC | 35,354 | -12,698 | $1.6M | -$332.9K | -26.4% |
| Altman Advisors, Inc. | 69,964 | -1,808 | $3.2M | +$297.4K | -2.5% |
| Forum Financial Management, LP | 56,356 | -48 | $2.6M | +$297.3K | -0.1% |
| Permanent Capital Management, LP | 67,470 | -1,857 | $3.1M | +$282.1K | -2.7% |
| Wealth Alliance Advisory Group, LLC | 61,485 | -1,190 | $2.8M | +$277.7K | -1.9% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14,500 | -8,131 | $671.5K | -$256.0K | -35.9% |
| GREENLEAF TRUST | 48,731 | -170 | $2.3M | +$251.8K | -0.3% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 45,665 | 0 | $2.1M | +$249.8K | 0.0% |
| CAPITAL INTERNATIONAL SARL | 42,498 | 0 | $2.0M | +$246.2K | 0.0% |
| Crossmark Global Holdings, Inc. | 240,149 | -36,926 | $11.1M | -$238.7K | -13.3% |
| BTC Capital Management, Inc. | 57,569 | -1,787 | $2.7M | +$234.2K | -3.0% |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 51,749 | -1,910 | $2.4M | +$196.5K | -3.5% |
| Net Worth Advisory Group | 17,895 | -6,831 | $828.7K | -$185.0K | -27.6% |
| Vident Advisory, LLC | 69,553 | -13,524 | $3.2M | -$184.5K | -16.3% |
| GABELLI FUNDS LLC | 34,350 | -150 | $1.6M | +$176.2K | -0.4% |
| CLOVERFIELDS CAPITAL GROUP, LP | 71,754 | -13,574 | $3.3M | -$175.5K | -15.9% |
| Marex Group plc | 51,415 | -2,768 | $2.4M | +$168.8K | -5.1% |
| Summit Trail Advisors, LLC | 4,489 | -4,413 | $207.9K | -$157.1K | -49.6% |
| CULLINAN ASSOCIATES INC | 29,000 | 0 | $1.3M | +$154.0K | 0.0% |
| Legacy Wealth Asset Management, LLC | 54,604 | -3,362 | $2.5M | +$152.1K | -5.8% |
| Ballentine Partners, LLC | 38,653 | -1,320 | $1.8M | +$151.1K | -3.3% |
| RHUMBLINE ADVISERS | 40,220 | -1,651 | $1.9M | +$145.9K | -3.9% |
| BNP PARIBAS FINANCIAL MARKETS | 5,068 | -4,033 | $234.7K | -$138.4K | -44.3% |
| JFS WEALTH ADVISORS, LLC | 25,692 | 0 | $1.2M | +$136.4K | 0.0% |
| Northside Capital Management, LLC | 25,655 | 0 | $1.2M | +$136.2K | 0.0% |
| CONNABLE OFFICE INC | 25,409 | 0 | $1.2M | +$134.9K | 0.0% |
| Solstein Capital, LLC | 22,647 | 0 | $1.1M | +$128.7K | 0.0% |
| Sequoia Financial Advisors, LLC | 37,559 | -1,797 | $1.7M | +$125.8K | -4.6% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 284,328 | -37,950 | $13.3M | +$120.4K | -11.8% |
| BAILARD, INC. | 31,157 | -1,132 | $1.4M | +$119.0K | -3.5% |
| Main Street Financial Solutions, LLC | 22,916 | -129 | $1.1M | +$116.4K | -0.6% |
| TRUIST FINANCIAL CORP | 39,364 | -2,262 | $1.8M | +$116.3K | -5.4% |
| Massachusetts Wealth Management | 21,080 | 0 | $976.2K | +$111.9K | 0.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 19,595 | -44 | $912.6K | +$110.7K | -0.2% |
| CHICAGO TRUST Co NA | 22,940 | -281 | $1.1M | +$110.3K | -1.2% |
| New Vernon Capital Holdings II LLC | 18,627 | 0 | $862.6K | +$98.9K | 0.0% |
| Harbour Capital Advisors, LLC | 16,140 | -65 | $760.2K | +$97.2K | -0.4% |
| Metis Global Partners, LLC | 97,884 | -11,681 | $4.6M | +$92.8K | -10.7% |
| Prospera Financial Services Inc | 18,246 | -116 | $845.0K | +$92.1K | -0.6% |
| PERSONAL CFO SOLUTIONS, LLC | 19,048 | -305 | $882.1K | +$88.6K | -1.6% |
| Checchi Capital Advisers, LLC | 23,866 | -1,002 | $1.1M | +$85.6K | -4.0% |
| CIBC Private Wealth Group LLC | 8,901 | -3,232 | $413.3K | -$83.7K | -26.6% |
| Clearstead Advisors, LLC | 15,571 | 0 | $721.1K | +$82.7K | 0.0% |
| Mountain Hill Investment Partners Corp. | 8,000 | -3,000 | $370.5K | -$80.5K | -27.3% |
| KLINGENSTEIN FIELDS & CO LP | 14,930 | 0 | $691.4K | +$79.3K | 0.0% |
| swisspartners Advisors Ltd | 14,000 | 0 | $652.0K | +$79.3K | 0.0% |
| First National Bank of Hutchinson | 14,790 | -12 | $684.9K | +$78.0K | -0.1% |
| OneDigital Investment Advisors LLC | 17,144 | -431 | $793.9K | +$73.4K | -2.5% |
| Ninety One SA (PTY) Ltd | 12,516 | 0 | $583.9K | +$72.5K | 0.0% |
| Cresset Asset Management, LLC | 14,089 | -115 | $652.7K | +$70.4K | -0.8% |
| SYON CAPITAL LLC | 21,959 | -1,138 | $1.0M | +$69.9K | -4.9% |
| Quinn Opportunity Partners LLC | 12,617 | 0 | $584.3K | +$67.0K | 0.0% |
| Pure Financial Advisors, LLC | 5,103 | -2,287 | $236.3K | -$66.7K | -30.9% |
| PDS Planning, Inc | 18,522 | -783 | $857.8K | +$66.2K | -4.0% |
| Spire Wealth Management | 12,277 | -62 | $568.5K | +$62.6K | -0.5% |
| Quantum Portfolio Management LLC | 11,718 | 0 | $542.7K | +$62.2K | 0.0% |
| American Trust Investment Advisors, LLC | 11,295 | 0 | $523.1K | +$60.0K | 0.0% |
| Aprio Wealth Management, LLC | 11,365 | -16 | $526.3K | +$59.7K | -0.1% |
| Knights of Columbus Asset Advisors LLC | 11,116 | 0 | $514.8K | +$59.0K | 0.0% |
| D'Orazio & Associates, Inc. | 10,784 | 0 | $499.4K | +$57.3K | 0.0% |
| M.E. ALLISON & CO., INC. | 10,560 | 0 | $489.0K | +$56.1K | 0.0% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 84,261 | -9,605 | $3.9M | +$53.6K | -10.2% |
| NBC SECURITIES, INC. | 13,210 | -419 | $611.8K | +$53.0K | -3.1% |
| Covenant Partners, LLC | 9,908 | 0 | $458.8K | +$52.6K | 0.0% |
| Arkadios Wealth Advisors | 9,866 | -11 | $456.9K | +$51.9K | -0.1% |
| Seed Wealth Management, Inc. | 11,695 | -250 | $541.6K | +$51.9K | -2.1% |
| DekaBank Deutsche Girozentrale | 4,269,505 | 0 | $124.7K | -$51.5K | 0.0% |
| Cordatus Wealth Management LLC | 12,737 | -401 | $589.8K | +$51.2K | -3.0% |
| Investors Research Corp | 8,036 | -2,275 | $372.1K | -$50.6K | -22.1% |
| Hilltop Holdings Inc. | 9,490 | -103 | $441.1K | +$48.9K | -1.1% |
| Compton Wealth Advisory Group, LLC | 8,780 | 0 | $406.6K | +$46.6K | 0.0% |
| Five Oceans Advisors | 8,767 | 0 | $406.0K | +$46.6K | 0.0% |
| Steward Partners Investment Advisory, LLC | 10,834 | -302 | $501.7K | +$45.1K | -2.7% |
| PARK NATIONAL CORP /OH/ | 9,083 | -95 | $420.6K | +$44.3K | -1.0% |
| Simmons Bank | 8,567 | -52 | $396.8K | +$43.4K | -0.6% |
| Summit Financial, LLC | 4,729 | -1,667 | $219.0K | -$43.2K | -26.1% |
| MISSION WEALTH MANAGEMENT, LP | 11,419 | -435 | $528.8K | +$42.8K | -3.7% |
| Werba Rubin Papier Wealth Management | 8,283 | -77 | $383.6K | +$40.8K | -0.9% |
| Kingsview Wealth Management, LLC | 8,446 | -107 | $391.1K | +$40.5K | -1.3% |
| Empower Advisory Group, LLC | 8,504 | -117 | $393.8K | +$40.4K | -1.4% |
| Merit Financial Group, LLC | 13,558 | -787 | $627.9K | +$39.7K | -5.5% |
| Savant Capital, LLC | 13,586 | -2,712 | $629.2K | -$39.0K | -16.6% |
| Westover Capital Advisors, LLC | 7,300 | 0 | $338.1K | +$38.8K | 0.0% |
| Zhang Financial LLC | 7,273 | 0 | $336.8K | +$38.6K | 0.0% |
| SAGE RHINO CAPITAL LLC | 14,214 | -901 | $658.3K | +$38.5K | -6.0% |
| Cromwell Holdings LLC | 7,242 | 0 | $335.4K | +$38.5K | 0.0% |
| Columbia Asset Management | 6,936 | 0 | $321.2K | +$36.8K | 0.0% |
| Centurion Wealth Management LLC | 6,500 | 0 | $301.0K | +$34.5K | 0.0% |
| JOURNEY STRATEGIC WEALTH LLC | 8,911 | -314 | $412.7K | +$34.4K | -3.4% |
| First City Capital Management, Inc. | 6,469 | 0 | $299.6K | +$34.4K | 0.0% |
| PICTET BANK & TRUST Ltd | 5,758 | 0 | $268.6K | +$33.4K | 0.0% |
| Sunpointe, LLC | 6,164 | 0 | $285.5K | +$32.7K | 0.0% |
| Avior Wealth Management, LLC | 6,618 | -70 | $306.5K | +$32.3K | -1.0% |
| Baker Ellis Asset Management LLC | 37,150 | -5,600 | $1.7M | -$32.2K | -13.1% |
| Greykasell Wealth Strategies, Inc. | 6,044 | 0 | $279.9K | +$32.1K | 0.0% |
| CIM, LLC | 49,763 | -5,693 | $2.3M | +$31.8K | -10.3% |
| Integrated Investment Consultants, LLC | 5,981 | 0 | $277.0K | +$31.8K | 0.0% |
| AlphaCore Capital LLC | 17,958 | -3,092 | $831.6K | -$31.4K | -14.7% |
| SCS Capital Management LLC | 5,831 | 0 | $270.0K | +$31.0K | 0.0% |
| Squarepoint Ops LLC | 5,800 | 0 | $268.6K | +$30.8K | 0.0% |
| Brucke Financial, Inc. | 10,472 | -1,405 | $485.0K | +$29.4K | -11.8% |
| B. Riley Wealth Advisors, Inc. | 13,664 | -1,060 | $632.8K | +$29.1K | -7.2% |
| Genus Capital Management Inc. | 5,250 | -1,370 | $243.1K | -$28.3K | -20.7% |
| Banque Transatlantique SA | 4,847 | 0 | $226.0K | +$28.2K | 0.0% |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | 0 | $244.6K | +$28.0K | 0.0% |
| Prime Capital Investment Advisors, LLC | 5,876 | -79 | $272.1K | +$28.0K | -1.3% |
| Brown Miller Wealth Management, LLC | 5,176 | 0 | $239.7K | +$27.5K | 0.0% |
| Cheviot Value Management, LLC | 5,119 | -459 | $245.5K | +$27.5K | -8.2% |
| WELCH & FORBES LLC | 5,008 | 0 | $231.9K | +$26.6K | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 4,946 | -6 | $229.1K | +$26.0K | -0.1% |
| Financial Perspectives, Inc | 4,894 | 0 | $226.6K | +$26.0K | 0.0% |
| STUDIO INVESTMENT MANAGEMENT LLC | 11,512 | -863 | $533.1K | +$25.7K | -7.0% |
| MassMutual Private Wealth & Trust, FSB | 5,560 | -94 | $257.5K | +$25.7K | -1.7% |
| Glen Eagle Advisors, LLC | 5,282 | -60 | $244.6K | +$25.6K | -1.1% |
| Tower Research Capital LLC (TRC) | 35 | -562 | $1.6K | -$22.9K | -94.1% |
| FLC Capital Advisors | 5,468 | -225 | $253.2K | +$19.8K | -4.0% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 6,837 | -406 | $316.6K | +$19.7K | -5.6% |
| Allianz SE | 3,390 | 0 | $158.1K | +$19.6K | 0.0% |
| Granite Group Advisors, LLC | 6,104 | -333 | $282.7K | +$18.8K | -5.2% |
| UMB Bank, n.a. | 3,828 | -77 | $177.3K | +$17.2K | -2.0% |
| Gallacher Capital Management LLC | 14,950 | -2,326 | $692.3K | -$16.0K | -13.5% |
| Federation des caisses Desjardins du Quebec | 630 | -446 | $29.2K | -$14.9K | -41.4% |
| Golden State Wealth Management, LLC | 3,144 | -55 | $145.6K | +$14.4K | -1.7% |
| RIVERSEDGE ADVISORS, LLC | 4,955 | -297 | $229.5K | +$14.1K | -5.7% |
| Westside Investment Management, Inc. | 2,095 | 0 | $98.7K | +$14.0K | 0.0% |
| SEVEN MILE ADVISORY | 6,434 | -500 | $298.0K | +$13.7K | -7.2% |
| Atlantic Union Bankshares Corp | 2,564 | 0 | $118.7K | +$13.6K | 0.0% |
| Bruce G. Allen Investments, LLC | 2,641 | -10 | $122.3K | +$13.6K | -0.4% |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | 0 | $107.8K | +$13.6K | 0.0% |
| &PARTNERS | 24,719 | -2,914 | $1.1M | +$11.8K | -10.5% |
| Activest Wealth Management | 2,000 | 0 | $93.3K | +$11.6K | 0.0% |
| Rosenberg Matthew Hamilton | 2,667 | -81 | $123.5K | +$10.8K | -2.9% |
| Stamos Capital Partners, L.P. | 46,679 | -5,839 | $2.2M | +$8.5K | -11.1% |
| Newbridge Financial Services Group, Inc. | 1,575 | 0 | $72.9K | +$8.4K | 0.0% |
| Aspen Grove Capital, LLC | 4,828 | -435 | $223.6K | +$7.8K | -8.3% |
| Future Fund LLC | 27,253 | -3,717 | $1.3M | -$7.7K | -12.0% |
| FIFTH THIRD BANCORP | 2,293 | -110 | $106.2K | +$7.7K | -4.6% |
| GAMMA Investing LLC | 1,300 | 0 | $60.2K | +$6.9K | 0.0% |
| SBI Securities Co., Ltd. | 6,280 | -653 | $290.8K | +$6.6K | -9.4% |
| REDMONT WEALTH ADVISORS LLC | 475 | 0 | $22.0K | +$5.9K | 0.0% |
| Community Bank, N.A. | 1,000 | 0 | $46.3K | +$5.3K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 1,000 | 0 | $46.3K | +$5.3K | 0.0% |
| McIlrath & Eck, LLC | 991 | 0 | $45.9K | +$5.3K | 0.0% |
| PRIVATE TRUST CO NA | 635 | -218 | $29.6K | -$5.3K | -25.6% |
| Fairscale Capital, LLC | 969 | 0 | $44.9K | +$5.1K | 0.0% |
| Key Financial Inc | 773 | 0 | $35.8K | +$4.6K | 0.0% |
| True Wealth Design, LLC | 429 | -155 | $19.9K | -$4.1K | -26.5% |
| FLAGSHIP WEALTH ADVISORS, LLC | 700 | 0 | $32.4K | +$3.7K | 0.0% |
| Clean Yield Group | 591 | 0 | $27.4K | +$3.1K | 0.0% |
| Addison Advisors LLC | 711 | -167 | $32.9K | -$3.1K | -19.0% |
| WealthCollab, LLC | 509 | 0 | $23.6K | +$2.7K | 0.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 501 | 0 | $23.2K | +$2.7K | 0.0% |
| GABLES CAPITAL MANAGEMENT INC. | 500 | 0 | $23.2K | +$2.7K | 0.0% |
| CoreCap Advisors, LLC | 497 | 0 | $23.0K | +$2.6K | 0.0% |
| Lavaca Capital LLC | 460 | 0 | $21.3K | +$2.4K | 0.0% |
| FWL INVESTMENT MANAGEMENT, LLC | 143 | -76 | $6.6K | -$2.4K | -34.7% |
| Financial Management Professionals, Inc. | 374 | 0 | $17.3K | +$2.0K | 0.0% |
| Sterling Capital Management LLC | 315 | 0 | $14.6K | +$1.7K | 0.0% |
| Arax Advisory Partners | 7,737 | -962 | $358.3K | +$1.6K | -11.1% |
| Pinnacle Bancorp, Inc. | 281 | 0 | $13.0K | +$1.5K | 0.0% |
| Winch Advisory Services, LLC | 233 | 0 | $10.8K | +$1.2K | 0.0% |
| PARADIGM ASSET MANAGEMENT CO LLC | 224 | 0 | $10.4K | +$1.2K | 0.0% |
| Roxbury Financial LLC | 205 | 0 | $9.5K | +$1.1K | 0.0% |
| Private Wealth Asset Management, LLC | 136 | -44 | $6.3K | -$1.1K | -24.4% |
| MPWM ADVISORY SOLUTIONS, LLC | 200 | 0 | $9.3K | +$1.1K | 0.0% |
| Westend Capital Management, LLC | 199 | 0 | $9.2K | +$1.1K | 0.0% |
| ALBION FINANCIAL GROUP /UT | 188 | 0 | $8.7K | +$999 | 0.0% |
| Frazier Financial Advisors, LLC | 183 | 0 | $8.5K | +$972 | 0.0% |
| Kozak & Associates, Inc. | 96 | 0 | $4.6K | +$895 | 0.0% |
| Retirement Wealth Solutions LLC | 235 | -9 | $10.9K | +$879 | -3.7% |
| Wealth Watch Advisors, INC | 152 | 0 | $7.0K | +$807 | 0.0% |
| Sunbelt Securities, Inc. | 151 | 0 | $7.0K | +$802 | 0.0% |
| CVA Family Office, LLC | 138 | 0 | $6.4K | +$733 | 0.0% |
| ORG Partners LLC | 135 | 0 | $6.3K | +$716 | 0.0% |
| LRI Investments, LLC | 134 | 0 | $6.2K | +$712 | 0.0% |
| Harbor Asset Planning, Inc. | 133 | 0 | $6.2K | +$706 | 0.0% |
| Copeland Capital Management, LLC | 126 | 0 | $5.8K | +$669 | 0.0% |
| Provenance Wealth Advisors, LLC | 120 | 0 | $5.6K | +$637 | 0.0% |
| Fortitude Family Office, LLC | 74 | 0 | $3.4K | +$393 | 0.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 65 | 0 | $3.0K | +$345 | 0.0% |
| BESSEMER GROUP INC | 60,581 | -257 | $2.8K | +$312 | -0.4% |
| CIGNA INVESTMENTS INC /NEW | 56,451 | -818 | $2.6K | +$294 | -1.4% |
| Bogart Wealth, LLC | 55 | 0 | $2.5K | +$292 | 0.0% |
| SWAN Capital LLC | 48 | 0 | $2.2K | +$255 | 0.0% |
| ST GERMAIN D J CO INC | 46 | 0 | $2.1K | +$244 | 0.0% |
| First Command Advisory Services, Inc. | 36 | 0 | $1.7K | +$214 | 0.0% |
| ARMSTRONG ADVISORY GROUP, INC | 38 | 0 | $1.8K | +$202 | 0.0% |
| HANTZ FINANCIAL SERVICES, INC. | 65,141 | -3,623 | $3.0K | +$198 | -5.3% |
| BROWN, LISLE/CUMMINGS, INC. | 35 | 0 | $1.6K | +$186 | 0.0% |
| SOL Capital Management CO | 32,580 | 0 | $1.5K | +$173 | 0.0% |
| Horizon Investments, LLC | 30 | 0 | $1.4K | +$159 | 0.0% |
| Caitlin John, LLC | 27 | 0 | $1.3K | +$143 | 0.0% |
| Greenwich Wealth Management LLC | 24,847 | 0 | $1.2K | +$132 | 0.0% |
| Crewe Advisors LLC | 17 | 0 | $788 | +$91 | 0.0% |
| FEDERATED HERMES, INC. | 93 | -10 | $4.3K | +$84 | -9.7% |
| MONTAG A & ASSOCIATES INC | 301 | -41 | $13.9K | -$82 | -12.0% |
| Cambridge Investment Research Advisors, Inc. | 21,353 | -1,476 | $989 | +$53 | -6.5% |
| Summit Global Investments | 6,265 | -1,775 | $290 | -$40 | -22.1% |
| Truvestments Capital LLC | 6 | 0 | $278 | +$32 | 0.0% |
| Bank of Jackson Hole Trust | 100 | 0 | $4.0K | -$31 | 0.0% |
| First Pacific Financial | 112 | -14 | $5.2K | +$21 | -11.1% |
| Smithfield Trust Co | 900 | 0 | $44 | +$8 | 0.0% |
| GW&K Investment Management, LLC | 464 | 0 | $21 | +$2 | 0.0% |
| Hanson & Doremus Investment Management | 339 | 0 | $16 | +$2 | 0.0% |
| CX Institutional | 224 | 0 | $10 | +$1 | 0.0% |
| Avion Wealth | 65 | 0 | $3 | +$1 | 0.0% |
| Penserra Capital Management LLC | 192 | -6 | $8 | $0 | -3.0% |
| Harvest Fund Management Co., Ltd | 34 | 0 | $1 | $0 | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | 0 | $0 | $0 | — |
| FORSTA AP-FONDEN | 668,012 | -1,247 | $0 | $0 | -0.2% |
| Covestor Ltd | 8 | 0 | $0 | $0 | 0.0% |