13F QoQ Ownership Changes
ULS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 114 new · 126 added · 116 reduced · 37 exited
New Positions(114)
Added To(126)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,993,698 | +3,248,880 | $393.8M | +$270.2M | 186.2% |
| VANGUARD GROUP INC | 6,740,636 | +1,213,188 | $531.6M | +$139.9M | 21.9% |
| Ghisallo Capital Management LLC | 1,399,273 | +1,299,273 | $110.3M | +$103.3M | 1299.3% |
| Capital International Investors | 8,043,735 | +495,424 | $634.6M | +$99.9M | 6.6% |
| STATE STREET CORP | 1,460,723 | +1,068,194 | $115.2M | +$87.4M | 272.1% |
| Driehaus Capital Management LLC | 817,581 | +537,529 | $64.5M | +$44.6M | 191.9% |
| CITADEL ADVISORS LLC | 705,970 | +482,459 | $55.7M | +$39.8M | 215.8% |
| GOLDMAN SACHS GROUP INC | 574,078 | +402,650 | $45.3M | +$33.1M | 234.9% |
| FIRST TRUST ADVISORS LP | 1,411,042 | +273,678 | $111.3M | +$30.7M | 24.1% |
| Balyasny Asset Management L.P. | 417,459 | +363,307 | $32.9M | +$29.1M | 670.9% |
| JANUS HENDERSON GROUP PLC | 3,024,820 | +54,910 | $238.5M | +$28.1M | 1.8% |
| Allspring Global Investments Holdings, LLC | 1,550,913 | +167,564 | $125.5M | +$27.7M | 12.1% |
| NEUBERGER BERMAN GROUP LLC | 453,849 | +334,484 | $35.8M | +$27.3M | 280.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,282,676 | +230,660 | $101.2M | +$26.6M | 21.9% |
| SCOPUS ASSET MANAGEMENT, L.P. | 899,110 | +264,000 | $70.9M | +$25.9M | 41.6% |
| MORGAN STANLEY | 891,917 | +264,374 | $70.3M | +$25.9M | 42.1% |
| FEDERATED HERMES, INC. | 1,057,274 | +235,678 | $83.4M | +$25.2M | 28.7% |
| NORTHERN TRUST CORP | 406,719 | +222,683 | $32.1M | +$19.0M | 121.0% |
| SEVEN GRAND MANAGERS, LLC | 400,000 | +200,000 | $31.5M | +$17.4M | 100.0% |
| TWO SIGMA INVESTMENTS, LP | 434,490 | +143,340 | $34.3M | +$13.6M | 49.2% |
| Jefferies Financial Group Inc. | 192,915 | +162,915 | $15.2M | +$13.1M | 543.0% |
| Bank of New York Mellon Corp | 380,930 | +132,336 | $30.0M | +$12.4M | 53.2% |
| SOROS FUND MANAGEMENT LLC | 580,520 | +100,660 | $45.8M | +$11.8M | 21.0% |
| Electron Capital Partners, LLC | 855,439 | +69,116 | $67.5M | +$11.7M | 8.8% |
| Royal Bank of Canada | 386,323 | +89,509 | $30.5M | +$11.2M | 30.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 512,257 | +87,226 | $40.4M | +$10.3M | 20.5% |
| RHUMBLINE ADVISERS | 121,637 | +119,215 | $9.6M | +$9.4M | 4922.2% |
| DIMENSIONAL FUND ADVISORS LP | 310,677 | +88,115 | $24.5M | +$8.7M | 39.6% |
| Invesco Ltd. | 124,396 | +99,478 | $9.8M | +$8.0M | 399.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,613 | +62,430 | $6.0M | +$5.0M | 440.2% |
| AMERIPRISE FINANCIAL INC | 135,555 | +52,202 | $10.7M | +$4.8M | 62.6% |
| Senator Investment Group LP | 300,000 | +25,000 | $23.7M | +$4.2M | 9.1% |
| Legal & General Group Plc | 103,331 | +45,467 | $8.1M | +$4.0M | 78.6% |
| TD Asset Management Inc | 309,386 | +20,126 | $24.4M | +$3.9M | 7.0% |
| CAPITAL INTERNATIONAL SARL | 193,260 | +29,656 | $15.2M | +$3.6M | 18.1% |
| BANK OF AMERICA CORP /DE/ | 67,552 | +41,278 | $5.3M | +$3.5M | 157.1% |
| Walleye Trading LLC | 58,488 | +37,995 | $4.6M | +$3.2M | 185.4% |
| Swiss National Bank | 148,300 | +27,400 | $11.7M | +$3.1M | 22.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 47,966 | +38,195 | $3.8M | +$3.1M | 390.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 130,951 | +24,026 | $10.3M | +$2.8M | 22.5% |
| Ensign Peak Advisors, Inc | 37,278 | +32,448 | $2.9M | +$2.6M | 671.8% |
| JANE STREET GROUP, LLC | 38,300 | +30,500 | $3.0M | +$2.5M | 391.0% |
| Vest Financial, LLC | 87,608 | +24,143 | $6.9M | +$2.4M | 38.0% |
| COMERICA BANK | 124,164 | +19,530 | $9.8M | +$2.4M | 18.7% |
| BARCLAYS PLC | 33,266 | +29,676 | $2.4M | +$2.2M | 826.6% |
| SEI INVESTMENTS CO | 175,911 | +9,722 | $13.9M | +$2.1M | 5.8% |
| CAPITAL INTERNATIONAL LTD /CA/ | 115,495 | +14,035 | $9.1M | +$1.9M | 13.8% |
| Baird Financial Group, Inc. | 112,952 | +10,950 | $8.9M | +$1.7M | 10.7% |
| Vestmark Advisory Solutions, Inc. | 77,025 | +14,209 | $6.1M | +$1.6M | 22.6% |
| Baker Chad R | 165,610 | +85 | $13.3M | +$1.6M | 0.1% |
| Walleye Capital LLC | 22,887 | +17,738 | $1.8M | +$1.4M | 344.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 66,645 | +11,657 | $5.3M | +$1.4M | 21.2% |
| ARGENT CAPITAL MANAGEMENT LLC | 49,816 | +12,173 | $3.9M | +$1.3M | 32.3% |
| Freemont Management S.A. | 21,700 | +14,400 | $1.7M | +$1.2M | 197.3% |
| Empowered Funds, LLC | 34,712 | +12,599 | $2.7M | +$1.2M | 57.0% |
| GABELLI FUNDS LLC | 124,400 | +600 | $9.8M | +$1.0M | 0.5% |
| STRS OHIO | 41,700 | +8,900 | $3.3M | +$964.3K | 27.1% |
| LGT Fund Management Co Ltd. | 67,000 | +3,500 | $5.4M | +$890.6K | 5.5% |
| STATE OF WISCONSIN INVESTMENT BOARD | 92,181 | +1,289 | $7.3M | +$828.8K | 1.4% |
| Illinois Municipal Retirement Fund | 20,748 | +8,721 | $1.6M | +$784.0K | 72.5% |
| HALL LAURIE J TRUSTEE | 59,768 | +2,418 | $4.7M | +$649.5K | 4.2% |
| Russell Investments Group, Ltd. | 74,095 | +96 | $5.8M | +$599.6K | 0.1% |
| Man Group plc | 30,437 | +4,657 | $2.4M | +$573.5K | 18.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,938 | +2,700 | $1.7M | +$366.8K | 14.0% |
| KLP KAPITALFORVALTNING AS | 16,100 | +3,100 | $1.3M | +$348.5K | 23.8% |
| Arizona State Retirement System | 20,987 | +2,532 | $1.7M | +$347.3K | 13.7% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 23,516 | +2,099 | $1.9M | +$336.9K | 9.8% |
| Pictet Asset Management Holding SA | 11,152 | +3,032 | $879.4K | +$304.1K | 37.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,378 | +3,742 | $345.2K | +$300.2K | 588.4% |
| BNP PARIBAS FINANCIAL MARKETS | 5,879 | +3,358 | $463.6K | +$285.0K | 133.2% |
| Connecticut Wealth Management, LLC | 12,712 | +1,927 | $1.0M | +$238.2K | 17.9% |
| SHEETS SMITH WEALTH MANAGEMENT | 6,917 | +2,243 | $545.5K | +$214.3K | 48.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 10,350 | +1,711 | $816.2K | +$204.0K | 19.8% |
| M&T Bank Corp | 14,662 | +1,124 | $1.2M | +$196.6K | 8.3% |
| Central Pacific Bank - Trust Division | 14,905 | +1,065 | $1.2M | +$194.7K | 7.7% |
| &PARTNERS | 17,962 | +424 | $1.4M | +$173.7K | 2.4% |
| Brevan Howard Capital Management LP | 4,414 | +1,484 | $348.1K | +$140.5K | 50.6% |
| Cetera Investment Advisers | 12,873 | +481 | $1.0M | +$137.0K | 3.9% |
| JAG CAPITAL MANAGEMENT, LLC | 9,115 | +899 | $718.8K | +$136.6K | 10.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,274 | +1,215 | $361.2K | +$136.5K | 39.7% |
| Federation des caisses Desjardins du Quebec | 9,034 | +846 | $712.4K | +$132.2K | 10.3% |
| Focus Partners Wealth | 14,364 | +61 | $1.1M | +$119.2K | 0.4% |
| Ascent Group, LLC | 9,317 | +626 | $734.7K | +$118.8K | 7.2% |
| State of Wyoming | 4,390 | +1,156 | $346.2K | +$117.0K | 35.7% |
| T. Rowe Price Investment Management, Inc. | 5,878,995 | +545,528 | $463.6K | +$85.7K | 10.2% |
| Vanguard Personalized Indexing Management, LLC | 4,068 | +527 | $320.8K | +$69.9K | 14.9% |
| Creative Planning | 3,733 | +535 | $294.4K | +$67.8K | 16.7% |
| DAVENPORT & Co LLC | 5,254 | +361 | $414.3K | +$67.6K | 7.4% |
| WEALTH ALLIANCE, LLC | 4,087 | +387 | $322.3K | +$60.1K | 10.4% |
| ALPS ADVISORS INC | 6,891 | +61 | $543.4K | +$59.5K | 0.9% |
| Steward Partners Investment Advisory, LLC | 1,487 | +666 | $117.3K | +$59.1K | 81.1% |
| PNC Financial Services Group, Inc. | 1,383 | +519 | $109.1K | +$47.9K | 60.1% |
| DEUTSCHE BANK AG\ | 3,677 | +207 | $290.0K | +$44.1K | 6.0% |
| CIBC Private Wealth Group LLC | 904 | +479 | $71.3K | +$41.2K | 112.7% |
| Advisor OS, LLC | 3,477 | +147 | $274.2K | +$38.2K | 4.4% |
| BENJAMIN EDWARDS INC | 3,709 | +115 | $292.5K | +$37.8K | 3.2% |
| Thrive Wealth Management, LLC | 3,778 | +101 | $297.9K | +$37.4K | 2.7% |
| Sowell Financial Services LLC | 4,057 | +11 | $319.9K | +$33.2K | 0.3% |
| Thrivent Financial for Lutherans | 337,881 | +334,178 | $26.6K | +$26.4K | 9024.5% |
| BESSEMER GROUP INC | 2,221,669 | +70,279 | $175.2K | +$22.8K | 3.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,027,413 | +150,679 | $81.0K | +$18.9K | 17.2% |
| LRI Investments, LLC | 1,347 | +93 | $106.2K | +$17.4K | 7.4% |
| JONES FINANCIAL COMPANIES LLLP | 243 | +200 | $19.2K | +$16.2K | 465.1% |
| GAMMA Investing LLC | 207 | +201 | $16.3K | +$15.9K | 3350.0% |
| TOTH FINANCIAL ADVISORY CORP | 300 | +190 | $23.7K | +$15.9K | 172.7% |
| Farther Finance Advisors, LLC | 1,329 | +30 | $104.8K | +$12.8K | 2.3% |
| HM PAYSON & CO | 1,034 | +49 | $81.5K | +$11.7K | 5.0% |
| Sunbelt Securities, Inc. | 1,275 | +1 | $100.5K | +$10.2K | 0.1% |
| Arax Advisory Partners | 430 | +86 | $33.9K | +$9.5K | 25.0% |
| ASSETMARK, INC | 614 | +44 | $48.4K | +$8.0K | 7.7% |
| Global Retirement Partners, LLC | 67 | +58 | $5.3K | +$4.6K | 644.4% |
| Parallel Advisors, LLC | 67 | +54 | $5.3K | +$4.4K | 415.4% |
| Root Financial Partners, LLC | 93 | +51 | $7.3K | +$4.4K | 121.4% |
| CoreCap Advisors, LLC | 90 | +32 | $7.1K | +$3.0K | 55.2% |
| AdvisorNet Financial, Inc | 139 | +12 | $11.0K | +$2.0K | 9.4% |
| Tradewinds Capital Management, LLC | 138 | +1 | $10.8K | +$1.1K | 0.7% |
| SG Americas Securities, LLC | 17,345 | +10,139 | $1.4K | +$857 | 140.7% |
| JFS WEALTH ADVISORS, LLC | 15 | +8 | $1.2K | +$686 | 114.3% |
| Rialto Wealth Management, LLC | 13 | +2 | $1.0K | +$246 | 18.2% |
| SJS Investment Consulting Inc. | 3 | +2 | $237 | +$166 | 200.0% |
| Daiwa Securities Group Inc. | 15,155 | +194 | $1.2K | +$135 | 1.3% |
| AMICA MUTUAL INSURANCE CO | 2,114 | +1,132 | $167 | +$97 | 115.3% |
| Cambridge Investment Research Advisors, Inc. | 4,755 | +135 | $375 | +$48 | 2.9% |
| CENTAURUS FINANCIAL, INC. | 2,261 | +158 | $178 | +$29 | 7.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 909 | +244 | $72 | +$25 | 36.7% |
| CWM, LLC | 272 | +266 | $21 | +$21 | 4433.3% |
Reduced(116)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 922,133 | -3,304,147 | $72.7M | -$135.6M | -78.2% |
| JPMORGAN CHASE & CO | 502,007 | -874,115 | $39.6M | -$57.9M | -63.5% |
| Qube Research & Technologies Ltd | 188,318 | -438,464 | $14.9M | -$29.6M | -70.0% |
| Capital Research Global Investors | 3,834,395 | -108,510 | $302.4M | +$23.0M | -2.8% |
| AEGON ASSET MANAGEMENT UK Plc | 154,334 | -273,414 | $12.2M | -$18.1M | -63.9% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6,008,386 | -498,872 | $473.8M | +$12.7M | -7.7% |
| ENVESTNET ASSET MANAGEMENT INC | 398,028 | -195,456 | $31.4M | -$10.7M | -32.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 287,174 | -150,469 | $22.6M | -$8.4M | -34.4% |
| AltraVue Capital, LLC | 830,766 | 0 | $65.5M | +$6.6M | 0.0% |
| WELLS FARGO & COMPANY/MN | 1,156,379 | -47,196 | $91.2M | +$5.9M | -3.9% |
| BROWN BROTHERS HARRIMAN & CO | 705,018 | -8,870 | $55.6M | +$5.0M | -1.2% |
| FMR LLC | 1,873,926 | -142,368 | $147.8M | +$4.9M | -7.1% |
| Lisanti Capital Growth, LLC | 20,600 | -62,699 | $1.6M | -$4.3M | -75.3% |
| BLAIR WILLIAM & CO/IL | 841,568 | -40,733 | $66.4M | +$3.8M | -4.6% |
| Rockefeller Capital Management L.P. | 211,095 | -76,185 | $16.6M | -$3.7M | -26.5% |
| Tidal Investments LLC | 145,188 | -68,230 | $11.4M | -$3.7M | -32.0% |
| Ranger Investment Management, L.P. | 411,834 | -1,241 | $32.5M | +$3.2M | -0.3% |
| UBS Group AG | 535,553 | -18,896 | $42.2M | +$2.9M | -3.4% |
| TWO SIGMA ADVISERS, LP | 48,600 | -40,100 | $3.8M | -$2.5M | -45.2% |
| Burkehill Global Management, LP | 300,000 | 0 | $23.7M | +$2.4M | 0.0% |
| Conestoga Capital Advisors, LLC | 1,046,576 | -90,103 | $82.5M | +$2.0M | -7.9% |
| Harvey Partners, LLC | 307,758 | -62,242 | $24.3M | -$1.9M | -16.8% |
| PICTON MAHONEY ASSET MANAGEMENT | 23,157 | -3,335 | $1.8M | +$1.8M | -12.6% |
| Candriam S.C.A. | 76,886 | -31,193 | $6.1M | -$1.6M | -28.9% |
| Port Capital LLC | 581,550 | -43,775 | $45.9M | +$1.6M | -7.0% |
| Voya Investment Management LLC | 329,838 | -17,707 | $26.0M | +$1.4M | -5.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 293,058 | -60,901 | $23.5M | -$1.3M | -17.2% |
| PEAK6 LLC | 11,032 | -18,754 | $870.0K | -$1.2M | -63.0% |
| Twin Tree Management, LP | 12,006 | -18,363 | $946.8K | -$1.2M | -60.5% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 376,039 | -26,171 | $29.7M | +$1.2M | -6.5% |
| RAYMOND JAMES FINANCIAL INC | 727,209 | -65,899 | $57.3M | +$1.1M | -8.3% |
| OSAIC HOLDINGS, INC. | 2,170 | -14,664 | $171.1K | -$1.0M | -87.1% |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 125,000 | 0 | $9.9M | +$1.0M | 0.0% |
| AGF MANAGEMENT LTD | 35,116 | -16,721 | $2.8M | -$903.9K | -32.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 141,600 | -4,232 | $11.2M | +$832.9K | -2.9% |
| NewEdge Wealth, LLC | 59,552 | -3,549 | $4.7M | -$716.5K | -5.6% |
| Tower Research Capital LLC (TRC) | 1,881 | -9,821 | $148.3K | -$680.9K | -83.9% |
| Capital International, Inc./CA/ | 115,256 | -4,600 | $9.1M | +$596.1K | -3.8% |
| STIFEL FINANCIAL CORP | 207,006 | -15,183 | $16.3M | +$580.2K | -6.8% |
| Susquehanna Portfolio Strategies, LLC | 56,601 | 0 | $4.5M | +$452.8K | 0.0% |
| VICTORY CAPITAL MANAGEMENT INC | 96,189 | -17,052 | $7.6M | -$438.8K | -15.1% |
| AMERICAN CENTURY COMPANIES INC | 563,377 | -57,530 | $44.4M | +$430.4K | -9.3% |
| State of New Jersey Common Pension Fund D | 24,655 | -7,969 | $1.9M | -$367.4K | -24.4% |
| Clearbridge Investments, LLC | 222,573 | -20,718 | $17.6M | +$312.5K | -8.5% |
| FIFTH THIRD BANCORP | 603 | -4,315 | $47.6K | -$300.9K | -87.7% |
| Renaissance Capital LLC | 47,544 | -1,318 | $3.7M | +$287.0K | -2.7% |
| LPL Financial LLC | 39,657 | -444 | $3.1M | +$285.8K | -1.1% |
| HighTower Advisors, LLC | 59,094 | -2,771 | $4.7M | +$273.2K | -4.5% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 31,275 | 0 | $2.5M | +$250.2K | 0.0% |
| TRUIST FINANCIAL CORP | 59,266 | -9,203 | $4.7M | -$177.9K | -13.4% |
| Fiduciary Trust Co | 20,916 | 0 | $1.6M | +$167.3K | 0.0% |
| CITIGROUP INC | 27,728 | -5,481 | $2.2M | -$166.6K | -16.5% |
| Atria Investments, Inc | 30,338 | -5,455 | $2.4M | -$143.8K | -15.2% |
| MML INVESTORS SERVICES, LLC | 5,643 | -2,524 | $445.0K | -$133.7K | -30.9% |
| Verition Fund Management LLC | 15,304 | -35 | $1.2M | +$120.0K | -0.2% |
| WASATCH ADVISORS LP | 50,337 | -4,136 | $4.0M | +$109.6K | -7.6% |
| Strategic Global Advisors, LLC | 19,574 | -680 | $1.5M | +$108.4K | -3.4% |
| DEARBORN PARTNERS LLC | 2,867 | -1,583 | $226.1K | -$89.2K | -35.6% |
| BANK OF NOVA SCOTIA | 4,626 | -1,746 | $364.8K | -$86.7K | -27.4% |
| Quadcap Wealth Management, LLC | 9,514 | 0 | $750.3K | +$76.1K | 0.0% |
| Envestnet Portfolio Solutions, Inc. | 3,803 | -1,457 | $299.9K | -$72.8K | -27.7% |
| Yarbrough Capital, LLC | 8,214 | 0 | $647.8K | +$65.7K | 0.0% |
| Impact Capital Partners LLC | 7,537 | -25 | $594.4K | +$58.5K | -0.3% |
| Bank Julius Baer & Co. Ltd, Zurich | 25,766 | -4,148 | $2.1M | -$54.4K | -13.9% |
| CHESAPEAKE CAPITAL CORP /IL/ | 6,264 | 0 | $494.0K | +$50.1K | 0.0% |
| Perpetual Ltd | 6,257 | -14 | $493.4K | +$49.1K | -0.2% |
| TD PRIVATE CLIENT WEALTH LLC | 20,713 | -3,010 | $1.6M | -$47.6K | -12.7% |
| Capital Group Private Client Services, Inc. | 6,759 | -215 | $533.0K | +$38.8K | -3.1% |
| Mendel Money Management | 36,717 | -4,690 | $2.9M | -$38.6K | -11.3% |
| LVW Advisors, LLC | 7,743 | -412 | $610.6K | +$32.7K | -5.0% |
| STEPHENS INC /AR/ | 2,725 | -670 | $214.9K | -$25.7K | -19.7% |
| Cresset Asset Management, LLC | 3,960 | -805 | $312.3K | -$25.4K | -16.9% |
| Aureus Asset Management, LLC | 3,114 | 0 | $245.6K | +$24.9K | 0.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 106,758 | -11,724 | $8.4M | +$23.3K | -9.9% |
| DekaBank Deutsche Girozentrale | 756,505 | 0 | $29.0K | -$22.2K | 0.0% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 4,050 | -190 | $319.4K | +$18.9K | -4.5% |
| TFC Financial Management, Inc. | 1,942 | 0 | $153.1K | +$15.5K | 0.0% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2,000 | 0 | $144.8K | -$13.5K | 0.0% |
| US BANCORP \DE\ | 1,277 | -319 | $100.8K | -$12.4K | -20.0% |
| Kestra Advisory Services, LLC | 2,701 | -167 | $213.0K | +$9.8K | -5.8% |
| WHITTIER TRUST CO OF NEVADA INC | 788 | -1 | $66.6K | +$9.6K | -0.1% |
| PAX Financial Group, LLC | 2,840 | -192 | $224.0K | +$9.1K | -6.3% |
| AXXCESS WEALTH MANAGEMENT, LLC | 3,404 | -498 | $268.5K | -$8.0K | -12.8% |
| EverSource Wealth Advisors, LLC | 2,124 | -350 | $167.5K | -$7.9K | -14.1% |
| HUNTINGTON NATIONAL BANK | 65 | -77 | $5.1K | -$4.9K | -54.2% |
| MAI Capital Management | 102 | -78 | $8.0K | -$4.7K | -43.3% |
| Reynders McVeigh Capital Management, LLC | 577,117 | -1,194 | $45.5K | +$4.5K | -0.2% |
| Heritage Family Offices, LLP | 5,167 | -645 | $407.5K | -$4.4K | -11.1% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5,701 | -584 | $449.6K | +$4.2K | -9.3% |
| Corient Private Wealth LLC | 3,096 | -292 | $244.2K | +$4.2K | -8.6% |
| ACADIAN ASSET MANAGEMENT LLC | 4,073 | -51,357 | $321 | -$3.6K | -92.7% |
| Parkside Financial Bank & Trust | 325 | 0 | $25.6K | +$2.6K | 0.0% |
| NewEdge Advisors, LLC | 300 | 0 | $23.7K | +$2.4K | 0.0% |
| Clearstead Advisors, LLC | 258 | 0 | $20.3K | +$2.1K | 0.0% |
| HARBOUR INVESTMENTS, INC. | 250 | 0 | $19.7K | +$2.0K | 0.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | 0 | $7.9K | +$800 | 0.0% |
| Colonial Trust Co / SC | 67 | 0 | $5.3K | +$764 | 0.0% |
| PRIVATE TRUST CO NA | 108 | -3 | $8.5K | +$652 | -2.7% |
| TD Waterhouse Canada Inc. | 75 | 0 | $5.9K | +$608 | 0.0% |
| WOLFF WIESE MAGANA LLC | 65 | 0 | $5.1K | +$520 | 0.0% |
| Ritter Daniher Financial Advisory LLC / DE | 35 | 0 | $2.8K | +$280 | 0.0% |
| Fortitude Family Office, LLC | 4 | -4 | $315 | -$252 | -50.0% |
| Janney Montgomery Scott LLC | 79,267 | -5,580 | $6.3K | +$239 | -6.6% |
| COHEN & STEERS, INC. | 25,000 | 0 | $2.0K | +$200 | 0.0% |
| Wealth Preservation Advisors, LLC | 24 | 0 | $1.9K | +$192 | 0.0% |
| Marquette Asset Management, LLC | 15 | 0 | $1.2K | +$120 | 0.0% |
| Larson Financial Group LLC | 10 | 0 | $789 | +$80 | 0.0% |
| Bogart Wealth, LLC | 8 | 0 | $631 | +$64 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 7,012 | 0 | $553 | +$56 | 0.0% |
| HFM Investment Advisors, LLC | 2 | -1 | $158 | -$55 | -33.3% |
| WoodTrust Financial Corp | 6,850 | 0 | $540 | +$55 | 0.0% |
| SBI Securities Co., Ltd. | 5 | 0 | $394 | +$40 | 0.0% |
| Blue Trust, Inc. | 4 | 0 | $315 | +$32 | 0.0% |
| Handelsbanken Fonder AB | 18,400 | -2,200 | $1.5K | -$9 | -10.7% |
| Avion Wealth | 30 | 0 | $2 | $0 | 0.0% |
| Roble, Belko & Company, Inc | 25 | 0 | $2 | $0 | 0.0% |