13F QoQ Ownership Changes
UTHR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 205 new · 272 added · 345 reduced · 82 exited
New Positions(205)
Added To(272)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2,441,492 | +1,042,711 | $1.19B | +$603.2M | 74.5% |
| Avoro Capital Advisors LLC | 2,606,060 | +383,838 | $1.27B | +$417.6M | 17.3% |
| AQR CAPITAL MANAGEMENT LLC | 1,281,699 | +295,221 | $624.5M | +$211.0M | 29.9% |
| JANUS HENDERSON GROUP PLC | 796,101 | +341,383 | $387.8M | +$197.2M | 75.1% |
| NORGES BANK | 602,191 | +178,559 | $293.4M | +$141.6M | 42.1% |
| D. E. Shaw & Co., Inc. | 308,171 | +240,660 | $150.2M | +$121.9M | 356.5% |
| Caisse de depot et placement du Quebec | 296,320 | +198,183 | $144.4M | +$103.2M | 201.9% |
| FMR LLC | 403,830 | +153,499 | $196.8M | +$91.8M | 61.3% |
| VICTORY CAPITAL MANAGEMENT INC | 228,383 | +118,628 | $111.3M | +$65.3M | 108.1% |
| FRANKLIN RESOURCES INC | 181,120 | +118,454 | $88.3M | +$62.0M | 189.0% |
| JANE STREET GROUP, LLC | 425,120 | +77,744 | $207.1M | +$61.5M | 22.4% |
| Point72 Asset Management, L.P. | 186,164 | +86,380 | $90.7M | +$48.9M | 86.6% |
| UBS Group AG | 225,849 | +70,445 | $110.0M | +$44.9M | 45.3% |
| DIMENSIONAL FUND ADVISORS LP | 528,210 | +15,394 | $257.4M | +$42.4M | 3.0% |
| Qube Research & Technologies Ltd | 98,304 | +68,705 | $47.9M | +$35.5M | 232.1% |
| ALLIANCEBERNSTEIN L.P. | 206,543 | +26,141 | $100.6M | +$25.0M | 14.5% |
| Bridgewater Associates, LP | 64,595 | +48,530 | $31.5M | +$24.7M | 302.1% |
| JPMORGAN CHASE & CO | 262,215 | +14,278 | $127.8M | +$23.8M | 5.8% |
| IEQ CAPITAL, LLC | 58,959 | +46,714 | $28.7M | +$23.6M | 381.5% |
| AMERIPRISE FINANCIAL INC | 101,042 | +37,661 | $49.2M | +$22.7M | 59.4% |
| Amundi | 163,194 | +33,209 | $79.5M | +$20.6M | 25.5% |
| BANK OF AMERICA CORP /DE/ | 205,131 | +12,287 | $100.0M | +$19.1M | 6.4% |
| AMERICAN CENTURY COMPANIES INC | 67,957 | +31,828 | $33.1M | +$18.0M | 88.1% |
| GOLDMAN SACHS GROUP INC | 110,774 | +23,938 | $54.0M | +$17.6M | 27.6% |
| Robeco Institutional Asset Management B.V. | 113,850 | +22,751 | $55.5M | +$17.3M | 25.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,012 | +32,689 | $25.3M | +$17.2M | 169.2% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 181,177 | +7,229 | $88.3M | +$15.4M | 4.2% |
| BARCLAYS PLC | 114,760 | +1,914 | $33.0M | -$14.3M | 1.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 203,351 | +158 | $99.1M | +$13.9M | 0.1% |
| Vinva Investment Management Ltd | 48,959 | +23,995 | $24.3M | +$13.7M | 96.1% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 27,880 | +380 | $13.6M | +$13.6M | 1.4% |
| Allspring Global Investments Holdings, LLC | 104,785 | +14,976 | $52.0M | +$12.7M | 16.7% |
| COMERICA BANK | 161,683 | +3,731 | $78.8M | +$12.6M | 2.4% |
| Man Group plc | 79,002 | +15,953 | $38.5M | +$12.1M | 25.3% |
| WELLS FARGO & COMPANY/MN | 90,940 | +12,819 | $44.3M | +$11.6M | 16.4% |
| NOMURA HOLDINGS INC | 133,428 | +5,176 | $65.0M | +$11.2M | 4.0% |
| Empowered Funds, LLC | 44,391 | +18,849 | $21.6M | +$10.9M | 73.8% |
| DEUTSCHE BANK AG\ | 124,475 | +5,429 | $60.7M | +$10.7M | 4.6% |
| Portolan Capital Management, LLC | 36,753 | +18,677 | $17.9M | +$10.3M | 103.3% |
| Candriam S.C.A. | 127,215 | +3,828 | $62.0M | +$10.3M | 3.1% |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,200 | +20,800 | $10.3M | +$10.2M | 5200.0% |
| Cerity Partners LLC | 30,804 | +17,657 | $15.0M | +$9.5M | 134.3% |
| Mariner, LLC | 25,183 | +18,213 | $12.3M | +$9.4M | 261.3% |
| Russell Investments Group, Ltd. | 54,811 | +11,935 | $26.8M | +$8.8M | 27.8% |
| National Pension Service | 47,893 | +7,249 | $23.3M | +$6.3M | 17.8% |
| FIL Ltd | 12,451 | +11,699 | $6.1M | +$5.8M | 1555.7% |
| RAYMOND JAMES FINANCIAL INC | 48,477 | +5,509 | $23.6M | +$5.6M | 12.8% |
| Erste Asset Management GmbH | 43,011 | +5,223 | $21.5M | +$5.5M | 13.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 21,392 | +8,446 | $10.4M | +$5.0M | 65.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 26,945 | +7,301 | $13.1M | +$4.9M | 37.2% |
| Creative Planning | 15,880 | +8,904 | $7.7M | +$4.8M | 127.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,971 | +8,278 | $7.6M | +$4.6M | 123.7% |
| Quantinno Capital Management LP | 17,656 | +7,994 | $8.6M | +$4.6M | 82.7% |
| Fisher Asset Management, LLC | 29,357 | +5,777 | $14.3M | +$4.4M | 24.5% |
| Horizon Investments, LLC | 27,382 | +6,037 | $13.3M | +$4.4M | 28.3% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 22,007 | +6,207 | $10.7M | +$4.1M | 39.3% |
| Walleye Capital LLC | 17,785 | +6,208 | $8.7M | +$3.8M | 53.6% |
| STRS OHIO | 16,416 | +6,354 | $8.0M | +$3.8M | 63.1% |
| Federation des caisses Desjardins du Quebec | 12,751 | +6,853 | $6.2M | +$3.7M | 116.2% |
| NATIONAL BANK OF CANADA /FI/ | 7,832 | +7,552 | $3.8M | +$3.7M | 2697.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,293 | +1,196 | $3.6M | +$3.6M | 19.6% |
| 1832 Asset Management L.P. | 10,882 | +6,427 | $5.3M | +$3.4M | 144.3% |
| Voleon Capital Management LP | 7,983 | +6,654 | $3.9M | +$3.3M | 500.7% |
| PRUDENTIAL FINANCIAL INC | 28,146 | +2,780 | $14.0M | +$3.3M | 10.9% |
| Brandywine Global Investment Management, LLC | 29,870 | +3,080 | $14.6M | +$3.3M | 11.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 23,523 | +4,020 | $11.5M | +$3.3M | 20.6% |
| Assenagon Asset Management S.A. | 24,628 | +3,824 | $12.0M | +$3.3M | 18.4% |
| Simplify Asset Management Inc. | 23,839 | +3,919 | $11.6M | +$3.3M | 19.7% |
| NISA INVESTMENT ADVISORS, LLC | 14,204 | +4,859 | $6.9M | +$3.0M | 52.0% |
| AVIVA PLC | 33,350 | +1,499 | $16.2M | +$2.9M | 4.7% |
| Inspire Investing, LLC | 12,064 | +4,739 | $5.9M | +$2.8M | 64.7% |
| DANSKE BANK A/S | 19,473 | +3,484 | $9.5M | +$2.8M | 21.8% |
| Engineers Gate Manager LP | 20,539 | +2,644 | $10.0M | +$2.5M | 14.8% |
| Ameritas Advisory Services, LLC | 5,141 | +5,114 | $2.5M | +$2.5M | 18940.7% |
| Meiji Yasuda Asset Management Co Ltd. | 5,591 | +4,317 | $2.7M | +$2.2M | 338.9% |
| Merit Financial Group, LLC | 10,737 | +3,321 | $5.2M | +$2.1M | 44.8% |
| Focus Partners Wealth | 6,639 | +3,859 | $3.2M | +$2.1M | 138.8% |
| CAPTRUST FINANCIAL ADVISORS | 12,309 | +2,872 | $6.0M | +$2.0M | 30.4% |
| LEUTHOLD GROUP, LLC | 10,672 | +3,126 | $5.2M | +$2.0M | 41.4% |
| Nicholas Investment Partners, LP | 4,553 | +3,766 | $2.2M | +$1.9M | 478.5% |
| BANK OF NOVA SCOTIA | 5,844 | +3,548 | $2.8M | +$1.9M | 154.5% |
| MACKENZIE FINANCIAL CORP | 4,487 | +3,517 | $2.2M | +$1.8M | 362.6% |
| Jump Financial, LLC | 4,200 | +3,402 | $2.0M | +$1.7M | 426.3% |
| Quent Capital, LLC | 4,292 | +3,323 | $2.1M | +$1.7M | 342.9% |
| GREAT LAKES ADVISORS, LLC | 7,190 | +2,687 | $3.5M | +$1.6M | 59.7% |
| Farringdon Capital, Ltd. | 3,638 | +3,019 | $1.8M | +$1.5M | 487.7% |
| First Financial Bankshares Inc | 21,034 | +55 | $10.2M | +$1.5M | 0.3% |
| Advisors Asset Management, Inc. | 7,024 | +2,288 | $3.4M | +$1.4M | 48.3% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 7,600 | +2,126 | $3.7M | +$1.4M | 38.8% |
| F/m Investments LLC | 7,600 | +2,126 | $3.7M | +$1.4M | 38.8% |
| Corient Private Wealth LLC | 53,771 | +36,812 | $8.4M | +$1.3M | 217.1% |
| DLD Asset Management, LP | 12,500 | +1,100 | $6.1M | +$1.3M | 9.6% |
| Pallas Capital Advisors LLC | 4,101 | +2,445 | $2.0M | +$1.3M | 147.6% |
| MidWestOne Financial Group, Inc. | 10,704 | +1,258 | $5.2M | +$1.3M | 13.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 13,588 | +633 | $6.6M | +$1.2M | 4.9% |
| Focus Partners Advisor Solutions, LLC | 4,136 | +2,220 | $2.0M | +$1.2M | 115.9% |
| Cetera Investment Advisers | 8,310 | +1,343 | $4.0M | +$1.1M | 19.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7,591 | +1,432 | $3.7M | +$1.1M | 23.3% |
| NorthCrest Asset Manangement, LLC | 7,537 | +1,843 | $3.7M | +$1.1M | 32.4% |
| M&T Bank Corp | 3,142 | +1,985 | $1.5M | +$1.0M | 171.6% |
| Bridgefront Capital, LLC | 4,475 | +1,767 | $2.2M | +$1.0M | 65.3% |
| Brookstone Capital Management | 6,622 | +1,342 | $3.2M | +$1.0M | 25.4% |
| DNB Asset Management AS | 8,483 | +977 | $4.1M | +$986.8K | 13.0% |
| State of Tennessee, Department of Treasury | 19,255 | +37 | $9.0M | +$983.7K | 0.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 13,357 | +174 | $6.5M | +$981.8K | 1.3% |
| Brevan Howard Capital Management LP | 4,454 | +1,573 | $2.2M | +$962.5K | 54.6% |
| GUGGENHEIM CAPITAL LLC | 8,156 | +968 | $4.0M | +$960.7K | 13.5% |
| Exome Asset Management LLC | 7,685 | +1,040 | $3.7M | +$958.9K | 15.7% |
| STIFEL FINANCIAL CORP | 8,666 | +844 | $4.2M | +$943.5K | 10.8% |
| OMERS ADMINISTRATION Corp | 6,877 | +1,133 | $3.4M | +$942.9K | 19.7% |
| &PARTNERS | 3,438 | +1,656 | $1.7M | +$929.1K | 92.9% |
| Tredje AP-fonden | 5,561 | +1,241 | $2.7M | +$898.6K | 28.7% |
| ALLSTATE CORP | 3,095 | +1,631 | $1.5M | +$894.3K | 111.4% |
| Investment Management Corp of Ontario | 3,496 | +1,469 | $1.7M | +$853.7K | 72.5% |
| Sequoia Financial Advisors, LLC | 3,271 | +1,487 | $1.6M | +$845.9K | 83.3% |
| FORSTA AP-FONDEN | 8,500 | +600 | $4.1M | +$829.9K | 7.6% |
| Cardinal Capital Management | 12,096 | +12 | $5.9M | +$828.0K | 0.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,062 | +1,146 | $2.5M | +$824.8K | 29.3% |
| LPL Financial LLC | 10,186 | +302 | $5.0M | +$819.7K | 3.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 4,864 | +1,164 | $2.4M | +$818.9K | 31.4% |
| Bellevue Group AG | 3,895 | +1,255 | $1.9M | +$791.1K | 47.5% |
| Sivia Capital Partners, LLC | 2,105 | +1,500 | $1.0M | +$772.0K | 247.9% |
| Brooklyn Investment Group | 2,793 | +1,247 | $1.4M | +$756.1K | 80.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2,355 | +1,347 | $1.1M | +$724.9K | 133.6% |
| Concurrent Investment Advisors, LLC | 2,275 | +1,318 | $1.1M | +$707.3K | 137.7% |
| BRANDES INVESTMENT PARTNERS, LP | 4,044 | +1,027 | $2.0M | +$705.7K | 34.0% |
| MML INVESTORS SERVICES, LLC | 3,314 | +1,040 | $1.6M | +$661.5K | 45.7% |
| JAMES INVESTMENT RESEARCH, INC. | 3,391 | +1,015 | $1.7M | +$656.2K | 42.7% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 3,760 | +946 | $1.8M | +$652.4K | 33.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4,051 | +818 | $2.0M | +$618.5K | 25.3% |
| HANCOCK WHITNEY CORP | 8,207 | +137 | $4.0M | +$615.9K | 1.7% |
| MEEDER ASSET MANAGEMENT INC | 1,263 | +1,252 | $615.4K | +$610.8K | 11381.8% |
| QRG CAPITAL MANAGEMENT, INC. | 4,690 | +591 | $2.3M | +$566.5K | 14.4% |
| DARK FOREST CAPITAL MANAGEMENT LP | 6,883 | +140 | $3.4M | +$527.0K | 2.1% |
| SECTORAL ASSET MANAGEMENT INC | 1,723 | +958 | $839.5K | +$518.8K | 125.2% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,044 | +524 | $2.0M | +$494.8K | 14.9% |
| NEUBERGER BERMAN GROUP LLC | 3,722 | +575 | $1.8M | +$494.3K | 18.3% |
| Northwest & Ethical Investments L.P. | 5,655 | +239 | $2.8M | +$485.0K | 4.4% |
| Orion Porfolio Solutions, LLC | 4,572 | +347 | $2.2M | +$456.4K | 8.2% |
| Entropy Technologies, LP | 1,940 | +740 | $945.3K | +$442.2K | 61.7% |
| Clearstead Advisors, LLC | 1,131 | +851 | $550.9K | +$433.5K | 303.9% |
| AlphaQuest LLC | 1,246 | +811 | $607.1K | +$424.8K | 186.4% |
| APG Asset Management N.V. | 2,726 | +688 | $1.1M | +$403.8K | 33.8% |
| NewEdge Advisors, LLC | 1,735 | +650 | $845.4K | +$390.5K | 59.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 5,495 | +15 | $2.7M | +$380.2K | 0.3% |
| PROFUND ADVISORS LLC | 5,288 | +44 | $2.6M | +$378.2K | 0.8% |
| Lifestyle Asset Management, Inc. | 4,560 | +153 | $2.2M | +$374.5K | 3.5% |
| Callan Family Office, LLC | 2,272 | +503 | $1.1M | +$365.4K | 28.4% |
| Krilogy Financial LLC | 1,753 | +712 | $829.8K | +$364.0K | 68.4% |
| Farther Finance Advisors, LLC | 897 | +720 | $437.1K | +$362.9K | 406.8% |
| QUADRANT CAPITAL GROUP LLC | 4,843 | +73 | $2.4M | +$360.1K | 1.5% |
| HB Wealth Management, LLC | 2,006 | +529 | $977.4K | +$358.3K | 35.8% |
| Wealthspire Advisors, LLC | 832 | +719 | $405.4K | +$358.0K | 636.3% |
| CIBC Asset Management Inc | 2,116 | +490 | $1.0M | +$349.4K | 30.1% |
| PNC Financial Services Group, Inc. | 3,776 | +212 | $1.8M | +$345.8K | 5.9% |
| HighTower Advisors, LLC | 4,000 | +176 | $1.9M | +$345.8K | 4.6% |
| EverSource Wealth Advisors, LLC | 1,288 | +595 | $627.6K | +$337.1K | 85.8% |
| BLAIR WILLIAM & CO/IL | 1,800 | +510 | $877.0K | +$336.3K | 39.5% |
| Cadence Bank | 4,049 | +140 | $2.0M | +$334.2K | 3.6% |
| Pathstone Holdings, LLC | 4,443 | +60 | $2.2M | +$327.5K | 1.4% |
| Rathbones Group PLC | 4,278 | +18 | $2.1M | +$298.6K | 0.4% |
| Aster Capital Management (DIFC) Ltd | 750 | +581 | $365.4K | +$294.6K | 343.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 4,109 | +3 | $2.0M | +$292.3K | 0.1% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 1,679 | +411 | $818.1K | +$286.5K | 32.4% |
| ProShare Advisors LLC | 3,629 | +94 | $1.8M | +$286.3K | 2.6% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 1,149 | +464 | $559.9K | +$272.7K | 67.7% |
| Envestnet Portfolio Solutions, Inc. | 3,597 | +47 | $1.8M | +$264.4K | 1.3% |
| Trail Ridge Investment Advisors, LLC | 2,482 | +226 | $1.2M | +$263.6K | 10.0% |
| GAMMA Investing LLC | 1,496 | +349 | $728.9K | +$248.1K | 30.4% |
| Machina Capital S.A.S. | 1,047 | +374 | $510.2K | +$228.0K | 55.6% |
| Global Retirement Partners, LLC | 569 | +440 | $277.0K | +$223.1K | 341.1% |
| ROTHSCHILD INVESTMENT LLC | 604 | +418 | $294.3K | +$216.3K | 224.7% |
| Balefire, LLC | 1,387 | +238 | $675.8K | +$194.1K | 20.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,353 | +68 | $1.1M | +$188.6K | 3.0% |
| Diversified Trust Co | 2,532 | +12 | $1.2M | +$177.3K | 0.5% |
| Gryphon Financial Partners LLC | 1,179 | +206 | $574.5K | +$166.6K | 21.2% |
| Kestra Advisory Services, LLC | 1,288 | +188 | $627.6K | +$166.4K | 17.1% |
| Fairtree Asset Management (Pty) Ltd | 1,976 | +63 | $962.8K | +$160.9K | 3.3% |
| SEEDS INVESTOR LLC | 1,476 | +130 | $718.9K | +$154.9K | 9.7% |
| Beacon Pointe Advisors, LLC | 2,202 | +3 | $1.1M | +$151.2K | 0.1% |
| PINNACLE ASSOCIATES LTD | 1,005 | +195 | $489.7K | +$150.1K | 24.1% |
| RITHOLTZ WEALTH MANAGEMENT | 1,130 | +168 | $550.6K | +$147.3K | 17.5% |
| CIBC Private Wealth Group LLC | 913 | +200 | $444.9K | +$146.0K | 28.1% |
| Rockefeller Capital Management L.P. | 1,323 | +127 | $644.9K | +$143.5K | 10.6% |
| Advisory Services Network, LLC | 2,004 | +5 | $976.5K | +$138.4K | 0.3% |
| JOURNEY STRATEGIC WEALTH LLC | 1,092 | +139 | $532.1K | +$132.6K | 14.6% |
| UMB Bank, n.a. | 1,478 | +64 | $720.2K | +$127.4K | 4.5% |
| Rossby Financial, LCC | 1,815 | +85 | $884.4K | +$126.3K | 4.9% |
| Silvercrest Asset Management Group LLC | 1,645 | +28 | $801.5K | +$123.7K | 1.7% |
| CHICAGO TRUST Co NA | 1,083 | +112 | $527.7K | +$120.6K | 11.5% |
| Atria Investments, Inc | 1,130 | +93 | $550.6K | +$115.9K | 9.0% |
| Wedmont Private Capital | 1,669 | +82 | $840.7K | +$115.7K | 5.2% |
| Sowell Financial Services LLC | 1,059 | +99 | $516.0K | +$113.6K | 10.3% |
| Portside Wealth Group, LLC | 703 | +144 | $342.5K | +$108.2K | 25.8% |
| JONES FINANCIAL COMPANIES LLLP | 753 | +142 | $366.9K | +$102.5K | 23.2% |
| Catalyst Funds Management Pty Ltd | 1,240 | +40 | $604.2K | +$101.1K | 3.3% |
| Ethic Inc. | 956 | +83 | $466.0K | +$99.9K | 9.5% |
| GREENLEAF TRUST | 1,102 | +53 | $537.0K | +$97.2K | 5.0% |
| Ascent Group, LLC | 1,352 | +8 | $658.8K | +$95.3K | 0.6% |
| Drucker Wealth 3.0, LLC | 666 | +114 | $324.5K | +$93.1K | 20.6% |
| COMMERCE BANK | 1,271 | +15 | $619.3K | +$92.8K | 1.2% |
| Hardy Reed LLC | 1,232 | +15 | $600.3K | +$90.1K | 1.2% |
| HARBOR INVESTMENT ADVISORY, LLC | 714 | +95 | $347.9K | +$88.4K | 15.3% |
| CHOREO, LLC | 947 | +20 | $469.9K | +$81.5K | 2.1% |
| Parallel Advisors, LLC | 1,027 | +20 | $500.4K | +$78.3K | 2.0% |
| ALPS ADVISORS INC | 1,131 | +3 | $551.1K | +$78.2K | 0.3% |
| Westerkirk Capital Inc. | 586 | +91 | $285.5K | +$78.0K | 18.4% |
| Optimize Financial Inc | 1,070 | +12 | $521.4K | +$77.8K | 1.1% |
| SIGNATUREFD, LLC | 896 | +35 | $436.6K | +$75.6K | 4.1% |
| Compound Planning, Inc. | 621 | +75 | $302.6K | +$73.7K | 13.7% |
| True Wealth Design, LLC | 238 | +129 | $116.0K | +$70.3K | 118.3% |
| Independent Advisor Alliance | 833 | +27 | $405.9K | +$68.0K | 3.3% |
| Meeder Advisory Services, Inc. | 635 | +50 | $309.5K | +$64.2K | 8.5% |
| J. Safra Sarasin Holding AG | 630 | +50 | $307.0K | +$63.8K | 8.6% |
| PRINCIPAL SECURITIES, INC. | 686 | +31 | $334.3K | +$59.7K | 4.7% |
| Ballentine Partners, LLC | 549 | +51 | $267.5K | +$58.7K | 10.2% |
| OneDigital Investment Advisors LLC | 716 | +20 | $348.9K | +$57.1K | 2.9% |
| Smartleaf Asset Management LLC | 330 | +77 | $163.7K | +$56.4K | 30.4% |
| Marquette Asset Management, LLC | 810 | +1 | $394.7K | +$55.5K | 0.1% |
| Archer Investment Corp | 419 | +63 | $204.2K | +$54.9K | 17.7% |
| NDVR, Inc. | 616 | +30 | $300.1K | +$54.5K | 5.1% |
| Gallagher Fiduciary Advisors, LLC | 573 | +35 | $279.0K | +$53.6K | 6.5% |
| FWL INVESTMENT MANAGEMENT, LLC | 140 | +98 | $68.2K | +$50.6K | 233.3% |
| FLORIDA FINANCIAL ADVISORS, LLC | 550 | +28 | $268.0K | +$49.2K | 5.4% |
| Cullen/Frost Bankers, Inc. | 103 | +100 | $50.2K | +$48.9K | 3333.3% |
| Steward Partners Investment Advisory, LLC | 168 | +84 | $81.9K | +$46.6K | 100.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 352,086 | +51,155 | $171.6K | +$45.4K | 17.0% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 549 | +12 | $267.5K | +$42.4K | 2.2% |
| MassMutual Private Wealth & Trust, FSB | 267 | +55 | $130.1K | +$41.2K | 25.9% |
| ACADIAN ASSET MANAGEMENT LLC | 200,531 | +60,674 | $97.7K | +$39.1K | 43.4% |
| Legacy Wealth Managment, LLC/ID | 100 | +74 | $48.7K | +$37.8K | 284.6% |
| Transamerica Financial Advisors, LLC | 169 | +62 | $82.3K | +$37.5K | 57.9% |
| Quantum Financial Advisors, LLC | 518 | +1 | $252.6K | +$35.7K | 0.2% |
| SJS Investment Consulting Inc. | 74 | +69 | $36.1K | +$34.0K | 1380.0% |
| Lido Advisors, LLC | 644 | +69 | $274.6K | +$33.2K | 12.0% |
| Activest Wealth Management | 60 | +56 | $29.2K | +$27.6K | 1400.0% |
| 1620 INVESTMENT ADVISORS, INC. | 384 | +1 | $187.1K | +$26.5K | 0.3% |
| Larson Financial Group LLC | 185 | +14 | $90.1K | +$18.5K | 8.2% |
| North Star Investment Management Corp. | 208 | +8 | $101.3K | +$17.5K | 4.0% |
| Root Financial Partners, LLC | 138 | +17 | $67.2K | +$16.5K | 14.0% |
| Parkside Financial Bank & Trust | 136 | +17 | $66.3K | +$16.4K | 14.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 35 | +29 | $17.1K | +$14.5K | 483.3% |
| Prestige Wealth Management Group LLC | 55 | +41 | $19.2K | +$13.3K | 292.9% |
| Janney Montgomery Scott LLC | 34,369 | +25,398 | $16.7K | +$13.0K | 283.1% |
| Salomon & Ludwin, LLC | 26 | +25 | $12.7K | +$12.3K | 2500.0% |
| WealthCollab, LLC | 123 | +6 | $59.9K | +$10.9K | 5.1% |
| Park Square Financial Group, LLC | 46 | +32 | $16.2K | +$10.4K | 228.6% |
| JFS WEALTH ADVISORS, LLC | 53 | +15 | $25.8K | +$9.9K | 39.5% |
| ELEVATION WEALTH PARTNERS, LLC | 61 | +13 | $29.7K | +$9.6K | 27.1% |
| Bell Investment Advisors, Inc | 43 | +15 | $21.0K | +$9.2K | 53.6% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 30,864 | +16,872 | $15.0K | +$9.2K | 120.6% |
| CWM, LLC | 23,909 | +14,720 | $11.7K | +$7.8K | 160.2% |
| SG Americas Securities, LLC | 26,960 | +12,663 | $13.1K | +$7.1K | 88.6% |
| BROWN BROTHERS HARRIMAN & CO | 40 | +10 | $19.5K | +$6.9K | 33.3% |
| Rakuten Securities, Inc. | 40 | +10 | $19.5K | +$6.9K | 33.3% |
| HARBOUR INVESTMENTS, INC. | 64 | +2 | $31.2K | +$5.2K | 3.2% |
| Versant Capital Management, Inc | 37 | +6 | $18.0K | +$5.0K | 19.4% |
| Sunbelt Securities, Inc. | 27 | +7 | $13.2K | +$4.8K | 35.0% |
| Dunhill Financial, LLC | 51 | +1 | $24.8K | +$3.8K | 2.0% |
| Retirement Wealth Solutions LLC | 13 | +4 | $6.3K | +$2.6K | 44.4% |
| DiNuzzo Private Wealth, Inc. | 12 | +1 | $5.8K | +$2.5K | 9.1% |
| Bare Financial Services, Inc | 15 | +2 | $7.3K | +$1.9K | 15.4% |
| Daiwa Securities Group Inc. | 7,021 | +3,179 | $3.4K | +$1.8K | 82.7% |
| Handelsbanken Fonder AB | 12,600 | +1,700 | $6.1K | +$1.6K | 15.6% |
| Bay Harbor Wealth Management, LLC | 6 | +2 | $2.9K | +$1.2K | 50.0% |
| Employees Retirement System of Texas | 2,832 | +2,475 | $1.4K | +$1.2K | 693.3% |
| Cambridge Investment Research Advisors, Inc. | 3,793 | +1,811 | $1.8K | +$1.0K | 91.4% |
| NATIXIS ADVISORS, LLC | 11,768 | +53 | $5.7K | +$823 | 0.5% |
| Nicollet Investment Management, Inc. | 5,931 | +55 | $2.9K | +$427 | 0.9% |
| Vestcor Inc | 3,433 | +377 | $1.7K | +$392 | 12.3% |
| HANTZ FINANCIAL SERVICES, INC. | 1,570 | +629 | $765 | +$371 | 66.8% |
| BESSEMER GROUP INC | 1,147 | +21 | $558 | +$86 | 1.9% |