13F QoQ Ownership Changes
VRSK Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 153 new · 380 added · 474 reduced · 124 exited
New Positions(153)
Added To(380)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital International Investors | 3,264,323 | +3,013,400 | $730.2M | +$667.1M | 1200.9% |
| D. E. Shaw & Co., Inc. | 3,080,577 | +1,158,781 | $689.1M | +$205.7M | 60.3% |
| STATE STREET CORP | 6,076,730 | +88,300 | $1.36B | -$146.8M | 1.5% |
| CITADEL ADVISORS LLC | 629,609 | +581,383 | $140.8M | +$128.7M | 1205.5% |
| ALLIANCEBERNSTEIN L.P. | 5,529,415 | +175,333 | $1.24B | -$109.7M | 3.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,121,219 | +36,194 | $923.6M | -$105.0M | 0.9% |
| AQR CAPITAL MANAGEMENT LLC | 1,276,695 | +522,147 | $285.6M | +$97.3M | 69.2% |
| Vontobel Holding Ltd. | 434,046 | +358,785 | $97.1M | +$78.2M | 476.7% |
| TWO SIGMA ADVISERS, LP | 537,171 | +314,240 | $120.2M | +$64.1M | 140.9% |
| GOLDMAN SACHS GROUP INC | 1,239,459 | +329,967 | $277.3M | +$48.5M | 36.3% |
| TWO SIGMA INVESTMENTS, LP | 924,687 | +279,018 | $206.8M | +$44.5M | 43.2% |
| Holocene Advisors, LP | 237,361 | +197,071 | $53.1M | +$43.0M | 489.1% |
| FLOSSBACH VON STORCH SE | 239,560 | +185,697 | $53.6M | +$40.0M | 344.8% |
| JANE STREET GROUP, LLC | 165,846 | +144,830 | $37.1M | +$31.8M | 689.1% |
| PARNASSUS INVESTMENTS, LLC | 1,815,060 | +322,345 | $406.0M | +$30.6M | 21.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,379,409 | +39,768 | $308.6M | -$28.4M | 3.0% |
| BENJAMIN EDWARDS INC | 140,282 | +127,312 | $31.4M | +$28.1M | 981.6% |
| Gotham Asset Management, LLC | 195,756 | +130,787 | $43.8M | +$27.4M | 201.3% |
| COMGEST GLOBAL INVESTORS S.A.S. | 694,121 | +178,743 | $155.3M | +$25.6M | 34.7% |
| RAYMOND JAMES FINANCIAL INC | 517,911 | +157,848 | $115.9M | +$25.3M | 43.8% |
| JPMORGAN CHASE & CO | 1,147,147 | +35,936 | $256.6M | -$22.9M | 3.2% |
| 1832 Asset Management L.P. | 92,483 | +90,644 | $20.7M | +$20.2M | 4929.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 853,267 | +17,037 | $190.9M | -$19.5M | 2.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | 90,749 | +84,807 | $20.3M | +$18.8M | 1427.2% |
| Amundi | 1,204,728 | +180,951 | $269.5M | +$18.6M | 17.7% |
| Russell Investments Group, Ltd. | 260,390 | +102,136 | $58.3M | +$18.5M | 64.5% |
| DEARBORN PARTNERS LLC | 88,440 | +82,987 | $19.8M | +$18.4M | 1521.8% |
| MORGAN STANLEY | 3,914,224 | +362,050 | $875.6M | -$17.8M | 10.2% |
| Douglas Lane & Associates, LLC | 112,011 | +82,959 | $25.1M | +$17.7M | 285.6% |
| CAPITAL FUND MANAGEMENT S.A. | 154,285 | +80,436 | $34.5M | +$15.9M | 108.9% |
| BAMCO INC /NY/ | 1,302,611 | +81,596 | $291.4M | -$15.7M | 6.7% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 767,759 | +137,358 | $171.7M | +$13.2M | 21.8% |
| Stonehage Fleming Financial Services Holdings Ltd | 671,134 | +27,706 | $150.1M | -$11.7M | 4.3% |
| Navera Investment Management Ltd. | 440,605 | +3,087 | $98.6M | -$11.4M | 0.7% |
| FIL Ltd | 48,117 | +47,268 | $10.8M | +$10.5M | 5567.5% |
| TD Asset Management Inc | 679,290 | +33,960 | $152.0M | -$10.4M | 5.3% |
| ProShare Advisors LLC | 242,272 | +67,199 | $54.2M | +$10.2M | 38.4% |
| Balyasny Asset Management L.P. | 89,032 | +49,625 | $19.9M | +$10.0M | 125.9% |
| Voleon Capital Management LP | 66,753 | +43,784 | $14.9M | +$9.2M | 190.6% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 46,051 | +39,277 | $10.3M | +$8.6M | 579.8% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 37,872 | +2,020 | $8.5M | +$8.5M | 5.6% |
| Epoch Investment Partners, Inc. | 391,301 | +75,811 | $87.5M | +$8.2M | 24.0% |
| ASSETMARK, INC | 47,092 | +37,617 | $10.5M | +$8.2M | 397.0% |
| STIFEL FINANCIAL CORP | 113,526 | +44,890 | $25.4M | +$8.1M | 65.4% |
| Quantinno Capital Management LP | 77,501 | +40,824 | $17.3M | +$8.1M | 111.3% |
| Boston Trust Walden Corp | 44,185 | +36,025 | $9.9M | +$7.8M | 441.5% |
| Fenimore Asset Management Inc | 188,194 | +50,450 | $42.1M | +$7.5M | 36.6% |
| JENSEN INVESTMENT MANAGEMENT INC | 445,596 | +20,951 | $99.7M | -$7.1M | 4.9% |
| LAZARD ASSET MANAGEMENT LLC | 251,448 | +313 | $56.2M | -$6.9M | 0.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 90,552 | +36,726 | $20.3M | +$6.7M | 68.2% |
| NORRIS PERNE & FRENCH LLP/MI | 131,304 | +40,668 | $29.4M | +$6.6M | 44.9% |
| EASTERN BANK | 80,680 | +32,574 | $18.0M | +$5.9M | 67.7% |
| OFI INVEST ASSET MANAGEMENT | 31,156 | +30,733 | $5.9M | +$5.8M | 7265.5% |
| Stephens Investment Management Group LLC | 348,196 | +61,719 | $77.9M | +$5.8M | 21.5% |
| Qsemble Capital Management, LP | 54,876 | +27,979 | $12.3M | +$5.5M | 104.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 302,134 | +14,720 | $66.8M | -$5.5M | 5.1% |
| National Pension Service | 233,749 | +4,311 | $52.3M | -$5.4M | 1.9% |
| BLI - Banque de Luxembourg Investments | 209,228 | +42,418 | $46.9M | +$5.4M | 25.4% |
| VICTORY CAPITAL MANAGEMENT INC | 251,311 | +7,396 | $56.2M | -$5.1M | 3.0% |
| Creative Planning | 47,878 | +24,113 | $10.7M | +$4.7M | 101.5% |
| Baird Financial Group, Inc. | 118,362 | +31,439 | $26.5M | +$4.6M | 36.2% |
| TUDOR INVESTMENT CORP ET AL | 38,813 | +22,163 | $8.7M | +$4.5M | 133.1% |
| RIVERBRIDGE PARTNERS LLC | 328,826 | +18,551 | $73.6M | -$4.5M | 6.0% |
| YCG, LLC | 186,418 | +38,390 | $41.7M | +$4.5M | 25.9% |
| WELLS FARGO & COMPANY/MN | 296,321 | +16,155 | $66.3M | -$4.2M | 5.8% |
| BNP PARIBAS FINANCIAL MARKETS | 233,328 | +42,295 | $52.2M | +$4.1M | 22.1% |
| Raiffeisen Bank International AG | 255,194 | +40,885 | $57.3M | +$3.9M | 19.1% |
| Corient Private Wealth LLC | 124,780 | +3,883 | $26.7M | -$3.7M | 3.2% |
| PANAGORA ASSET MANAGEMENT INC | 20,807 | +15,771 | $4.7M | +$3.4M | 313.2% |
| BANK OF MONTREAL /CAN/ | 168,675 | +5,249 | $37.7M | -$3.4M | 3.2% |
| Mediolanum International Funds Ltd | 43,901 | +17,845 | $9.8M | +$3.4M | 68.5% |
| IEQ CAPITAL, LLC | 26,284 | +14,632 | $5.9M | +$2.9M | 125.6% |
| Bridgewater Associates, LP | 24,697 | +14,139 | $5.5M | +$2.9M | 133.9% |
| Man Group plc | 18,551 | +13,416 | $4.1M | +$2.9M | 261.3% |
| Swedbank AB | 114,715 | +1,717 | $25.7M | -$2.8M | 1.5% |
| STANSBERRY ASSET MANAGEMENT, LLC | 40,485 | +14,557 | $9.1M | +$2.5M | 56.1% |
| GENEVA CAPITAL MANAGEMENT LLC | 111,306 | +2,415 | $24.9M | -$2.5M | 2.2% |
| Campbell & CO Investment Adviser LLC | 15,243 | +11,525 | $3.4M | +$2.5M | 310.0% |
| NEOS Investment Management LLC | 77,422 | +18,339 | $17.3M | +$2.5M | 31.0% |
| Weiss Asset Management LP | 30,316 | +13,086 | $6.8M | +$2.4M | 75.9% |
| Asset Management One Co., Ltd. | 106,349 | +1,698 | $23.9M | -$2.4M | 1.6% |
| ENVESTNET ASSET MANAGEMENT INC | 476,861 | +62,329 | $106.7M | +$2.4M | 15.0% |
| Ensign Peak Advisors, Inc | 265,781 | +20,172 | $59.5M | -$2.3M | 8.2% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 110,800 | +3,400 | $24.8M | -$2.2M | 3.2% |
| Empowered Funds, LLC | 16,522 | +10,627 | $3.7M | +$2.2M | 180.3% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 90,522 | +18,461 | $20.2M | +$2.1M | 25.6% |
| Banque Cantonale Vaudoise | 9,488 | +2,821 | $2.1M | +$2.1M | 42.3% |
| Mariner, LLC | 30,939 | +11,763 | $6.9M | +$2.1M | 61.3% |
| Cerity Partners LLC | 67,485 | +15,720 | $15.1M | +$2.1M | 30.4% |
| Stratos Wealth Partners, LTD. | 10,721 | +9,232 | $2.4M | +$2.0M | 620.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,594 | +637 | $1.9M | +$1.9M | 8.0% |
| INSPIRE TRUST CO, N.A. | 14,000 | +9,000 | $3.1M | +$1.9M | 180.0% |
| Canada Post Corp Registered Pension Plan | 10,520 | +8,313 | $2.4M | +$1.8M | 376.7% |
| AVIVA PLC | 117,475 | +6,166 | $26.3M | -$1.7M | 5.5% |
| Norinchukin Bank, The | 158,469 | +10,784 | $35.4M | -$1.7M | 7.3% |
| NS Partners Ltd | 129,513 | +7,783 | $29.0M | -$1.6M | 6.4% |
| Clearbridge Investments, LLC | 154,804 | +10,581 | $34.6M | -$1.6M | 7.3% |
| Danica Pension, Livsforsikringsaktieselskab | 53,657 | +12,340 | $12.0M | +$1.6M | 29.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38,854 | +10,057 | $8.6M | +$1.5M | 34.9% |
| Vident Advisory, LLC | 56,824 | +568 | $12.7M | -$1.4M | 1.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 63,121 | +2,185 | $14.1M | -$1.2M | 3.6% |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 62,381 | +2,157 | $14.0M | -$1.2M | 3.6% |
| Wealthfront Advisers LLC | 31,593 | +8,222 | $7.1M | +$1.2M | 35.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 47,763 | +612 | $10.7M | -$1.2M | 1.3% |
| Insight Wealth Strategies, LLC | 20,901 | +6,891 | $4.7M | +$1.2M | 49.2% |
| Global X Japan Co., Ltd. | 6,391 | +5,137 | $1.4M | +$1.1M | 409.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 18,109 | +5,964 | $4.1M | +$996.2K | 49.1% |
| MUFG Securities EMEA plc | 7,332 | +4,658 | $1.6M | +$967.6K | 174.2% |
| NICHOLAS COMPANY, INC. | 79,305 | +4,935 | $17.7M | -$965.1K | 6.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5,260 | +4,379 | $1.2M | +$955.0K | 497.0% |
| FRED ALGER MANAGEMENT, LLC | 35,770 | +167 | $8.0M | -$953.1K | 0.5% |
| Candriam S.C.A. | 34,336 | +13 | $7.7M | -$951.6K | 0.0% |
| ALLSTATE CORP | 9,867 | +4,874 | $2.2M | +$951.4K | 97.6% |
| Fayez Sarofim & Co | 614,926 | +64,314 | $137.6M | -$931.5K | 11.7% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 18,635 | +5,700 | $4.2M | +$915.2K | 44.1% |
| TRUIST FINANCIAL CORP | 48,709 | +1,817 | $10.9M | -$898.2K | 3.9% |
| FORSTA AP-FONDEN | 88,660 | +6,260 | $19.8M | -$892.1K | 7.6% |
| LPL Financial LLC | 123,840 | +10,322 | $27.7M | -$849.0K | 9.1% |
| DNB Asset Management AS | 31,599 | +154 | $7.1M | -$840.4K | 0.5% |
| MAI Capital Management | 34,099 | +446 | $7.6M | -$836.5K | 1.3% |
| GUGGENHEIM CAPITAL LLC | 34,101 | +461 | $7.6M | -$832.7K | 1.4% |
| Pathstone Holdings, LLC | 34,722 | +574 | $7.8M | -$821.6K | 1.7% |
| Avanza Fonder AB | 15,193 | +4,914 | $3.4M | +$813.3K | 47.8% |
| SHUFRO ROSE & CO LLC | 11,081 | +29 | $2.5M | -$810.6K | 0.3% |
| B. Metzler seel. Sohn & Co. AG | 12,238 | +4,541 | $2.7M | +$801.6K | 59.0% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 91,145 | +13,253 | $20.4M | +$797.6K | 17.0% |
| XPONANCE, INC. | 31,448 | +438 | $7.0M | -$764.7K | 1.4% |
| Rafferty Asset Management, LLC | 68,674 | +4,573 | $15.4M | -$760.4K | 7.1% |
| Waverly Advisors, LLC | 4,330 | +3,468 | $968.7K | +$751.8K | 402.3% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 48,190 | +2,500 | $10.8M | -$711.9K | 5.5% |
| Polymer Capital Management (US) LLC | 4,680 | +3,332 | $1.0M | +$707.8K | 247.2% |
| Czech National Bank | 36,751 | +1,266 | $8.2M | -$704.0K | 3.6% |
| DANSKE BANK A/S | 76,761 | +5,740 | $17.2M | -$691.8K | 8.1% |
| &PARTNERS | 16,291 | +4,434 | $3.6M | +$687.5K | 37.4% |
| Marshall Financial Group, LLC | 4,178 | +3,173 | $934.6K | +$681.8K | 315.7% |
| Silvant Capital Management LLC | 27,871 | +378 | $6.2M | -$680.3K | 1.4% |
| Woodline Partners LP | 23,786 | +5,321 | $5.3M | +$676.6K | 28.8% |
| Allianz Asset Management GmbH | 14,003 | +4,109 | $3.1M | +$643.9K | 41.5% |
| NATIONAL BANK OF CANADA /FI/ | 162,546 | +15,487 | $36.4M | -$627.3K | 10.5% |
| Summit Trail Advisors, LLC | 6,343 | +3,162 | $1.4M | +$618.9K | 99.4% |
| SEI INVESTMENTS CO | 273,643 | +27,884 | $61.2M | -$599.5K | 11.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 37,942 | +1,850 | $8.5M | -$590.3K | 5.1% |
| Illinois Municipal Retirement Fund | 51,706 | +8,059 | $11.6M | +$588.5K | 18.5% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 23,266 | +4,779 | $5.2M | +$554.7K | 25.9% |
| Sequoia Financial Advisors, LLC | 6,060 | +2,815 | $1.4M | +$539.6K | 86.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 113,933 | +10,538 | $25.5M | -$494.0K | 10.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 24,782 | +4,678 | $5.5M | +$487.1K | 23.3% |
| Malaga Cove Capital, LLC | 5,521 | +2,498 | $1.2M | +$474.7K | 82.6% |
| Ninety One SA (PTY) Ltd | 29,370 | +1,347 | $6.6M | -$470.6K | 4.8% |
| Groupe la Francaise | 20,869 | +522 | $4.7M | -$449.3K | 2.6% |
| GF FUND MANAGEMENT CO. LTD. | 29,398 | +1,538 | $6.6M | -$431.0K | 5.5% |
| Focus Partners Wealth | 38,276 | +2,139 | $8.7M | -$429.5K | 5.9% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 15,976 | +70 | $3.6M | -$426.8K | 0.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,232 | +323 | $4.1M | -$426.0K | 1.8% |
| LBP AM SA | 25,368 | +1,137 | $5.7M | -$419.8K | 4.7% |
| TD Waterhouse Canada Inc. | 22,543 | +701 | $5.0M | -$417.7K | 3.2% |
| Summit Financial, LLC | 7,937 | +2,536 | $1.8M | +$417.0K | 47.0% |
| Community Financial Services Group, LLC | 15,329 | +72 | $3.4M | -$408.4K | 0.5% |
| M&T Bank Corp | 19,591 | +3,784 | $4.4M | +$407.2K | 23.9% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 6,133 | +2,184 | $1.4M | +$378.7K | 55.3% |
| Brevan Howard Capital Management LP | 7,806 | +2,334 | $1.7M | +$369.9K | 42.6% |
| CREDIT AGRICOLE S A | 52,340 | +7,209 | $11.7M | +$357.0K | 16.0% |
| Amplius Wealth Advisors, LLC | 12,186 | +1 | $2.7M | -$339.0K | 0.0% |
| Essex Savings Bank | 12,388 | +53 | $2.8M | -$331.3K | 0.4% |
| Aviso Financial Inc. | 19,985 | +984 | $4.5M | -$308.5K | 5.2% |
| UniSuper Management Pty Ltd | 15,245 | +542 | $3.4M | -$287.8K | 3.7% |
| Wealthspire Advisors, LLC | 1,468 | +1,226 | $328.4K | +$267.6K | 506.6% |
| NOMURA HOLDINGS INC | 32,786 | +4,660 | $7.3M | +$259.9K | 16.6% |
| Tower Research Capital LLC (TRC) | 7,753 | +1,810 | $1.7M | +$239.5K | 30.4% |
| CIBC Private Wealth Group LLC | 8,135 | +22 | $1.8M | -$220.8K | 0.3% |
| COMMERCE BANK | 9,119 | +151 | $2.0M | -$215.7K | 1.7% |
| Pacer Advisors, Inc. | 72,067 | +7,114 | $16.1M | -$215.7K | 10.9% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 6,983 | +1,331 | $1.6M | -$198.6K | 23.5% |
| Redmond Asset Management, LLC | 7,388 | +29 | $1.7M | -$198.2K | 0.4% |
| Chesley Taft & Associates LLC | 5,907 | +1,436 | $1.3M | +$196.8K | 32.1% |
| OSAIC HOLDINGS, INC. | 18,352 | +1,981 | $4.1M | -$191.3K | 12.1% |
| STEPHENS INC /AR/ | 8,217 | +160 | $1.8M | -$188.6K | 2.0% |
| Vise Technologies, Inc. | 3,658 | +1,144 | $818.2K | +$185.9K | 45.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,956 | +1,174 | $884.8K | +$185.2K | 42.2% |
| Quantbot Technologies LP | 4,263 | +1,208 | $953.6K | +$185.2K | 39.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 20,945 | +3,026 | $4.7M | +$178.2K | 16.9% |
| ClearAlpha Technologies LP | 2,623 | +968 | $586.7K | +$170.5K | 58.5% |
| PROFUND ADVISORS LLC | 12,320 | +686 | $2.8M | -$170.2K | 5.9% |
| Perigon Wealth Management, LLC | 2,716 | +969 | $607.5K | +$168.0K | 55.5% |
| MIDDLETON & CO INC/MA | 45,276 | +4,355 | $10.1M | -$164.2K | 10.6% |
| Riverwater Partners LLC | 2,344 | +906 | $524.3K | +$162.7K | 63.0% |
| AXQ CAPITAL, LP | 3,182 | +988 | $711.8K | +$160.0K | 45.0% |
| Concurrent Investment Advisors, LLC | 3,582 | +1,025 | $801.3K | +$158.2K | 40.1% |
| Orion Porfolio Solutions, LLC | 12,700 | +802 | $2.8M | -$151.6K | 6.7% |
| ROTHSCHILD INVESTMENT LLC | 1,269 | +742 | $283.8K | +$151.3K | 140.8% |
| Mirae Asset Global Investments Co., Ltd. | 68,547 | +8,181 | $15.3M | +$150.6K | 13.6% |
| Callan Family Office, LLC | 4,275 | +1,066 | $956.3K | +$149.2K | 33.2% |
| YACKTMAN ASSET MANAGEMENT LP | 15,460 | +2,300 | $3.5M | +$148.4K | 17.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,084 | +707 | $242.6K | +$147.6K | 187.5% |
| UMB Bank, n.a. | 9,175 | +432 | $2.1M | -$146.6K | 4.9% |
| GREENLEAF TRUST | 12,061 | +1,886 | $2.7M | +$138.8K | 18.5% |
| GRIFFIN ASSET MANAGEMENT, INC. | 13,668 | +962 | $3.1M | -$138.3K | 7.6% |
| Accurate Wealth Management, LLC | 9,333 | +1,255 | $2.1M | +$132.9K | 15.5% |
| GAMMA Investing LLC | 4,666 | +1,040 | $1.0M | +$131.8K | 28.7% |
| Virtue Capital Management, LLC | 1,398 | +460 | $366.7K | +$130.8K | 49.0% |
| Koshinski Asset Management, Inc. | 5,581 | +104 | $1.2M | -$129.1K | 1.9% |
| SYM FINANCIAL Corp | 2,634 | +790 | $589.2K | +$125.4K | 42.8% |
| E Fund Management (Hong Kong) Co., Ltd. | 681 | +599 | $145.8K | +$125.2K | 730.5% |
| Alpha Family Trust | 1,565 | +660 | $350.1K | +$122.5K | 72.9% |
| Caprock Group, LLC | 6,131 | +1,471 | $1.4M | +$122.0K | 31.6% |
| Guardian Partners Inc. | 6,892 | +1,184 | $1.3M | -$121.0K | 20.7% |
| Carolina Wealth Advisors, LLC | 4,690 | +38 | $1.0M | -$120.9K | 0.8% |
| Main Street Financial Solutions, LLC | 3,085 | +818 | $690.1K | +$119.9K | 36.1% |
| AGF MANAGEMENT LTD | 12,920 | +965 | $2.9M | -$116.7K | 8.1% |
| Hardy Reed LLC | 4,382 | +24 | $980.2K | -$115.6K | 0.6% |
| Farther Finance Advisors, LLC | 4,867 | +983 | $1.1M | +$111.9K | 25.3% |
| Brooklyn Investment Group | 2,702 | +105 | $607.1K | -$104.4K | 4.0% |
| Allspring Global Investments Holdings, LLC | 6,569 | +333 | $1.5M | -$104.3K | 5.3% |
| Brookstone Capital Management | 3,832 | +44 | $857.1K | -$95.5K | 1.2% |
| WHITTIER TRUST CO | 4,556 | +130 | $1.0M | -$94.3K | 2.9% |
| Advisor OS, LLC | 5,214 | +202 | $1.2M | -$94.2K | 4.0% |
| Meeder Advisory Services, Inc. | 3,782 | +788 | $846.0K | +$93.0K | 26.3% |
| SYON CAPITAL LLC | 2,004 | +568 | $448.3K | +$87.1K | 39.5% |
| Thrive Wealth Management, LLC | 4,027 | +784 | $900.7K | +$85.2K | 24.2% |
| Manchester Capital Management LLC | 395 | +377 | $88.4K | +$83.8K | 2094.4% |
| Howard Capital Management Inc. | 3,766 | +84 | $842.4K | -$83.6K | 2.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 23,800 | +2,961 | $5.3M | +$82.6K | 14.2% |
| SUMMIT SECURITIES GROUP LLC | 419 | +372 | $93.7K | +$81.9K | 791.5% |
| ALPS ADVISORS INC | 8,473 | +616 | $1.9M | -$80.8K | 7.8% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16,934 | +2,153 | $3.8M | +$80.4K | 14.6% |
| Ausdal Financial Partners, Inc. | 2,822 | +9 | $631.2K | -$76.3K | 0.3% |
| Federation des caisses Desjardins du Quebec | 19,758 | +1,905 | $4.4M | -$70.2K | 10.7% |
| Financial Network Wealth Advisors LLC | 347 | +312 | $77.6K | +$68.8K | 891.4% |
| Merit Financial Group, LLC | 10,518 | +894 | $2.4M | -$67.7K | 9.3% |
| HighPoint Advisor Group LLC | 2,443 | +9 | $546.4K | -$65.7K | 0.4% |
| Crestwood Advisors Group, LLC | 2,048 | +481 | $458.0K | +$64.0K | 30.7% |
| Pallas Capital Advisors LLC | 2,808 | +549 | $628.1K | +$60.0K | 24.3% |
| Verum Partners LLC | 2,248 | +13 | $502.9K | -$59.3K | 0.6% |
| N.E.W. Advisory Services LLC | 590 | +300 | $132.0K | +$59.0K | 103.4% |
| BROWN BROTHERS HARRIMAN & CO | 2,856 | +550 | $638.9K | +$58.9K | 23.9% |
| Quarry LP | 290 | +263 | $64.9K | +$58.1K | 974.1% |
| Walker Financial Services, Inc. | 2,025 | +3 | $453.1K | -$55.3K | 0.1% |
| SG Americas Securities, LLC | 272,915 | +249,169 | $61.0K | +$55.1K | 1049.3% |
| Saiph Capital, LLC | 3,227 | +143 | $721.8K | -$53.8K | 4.6% |
| NORDEN GROUP LLC | 1,979 | +428 | $442.7K | +$52.6K | 27.6% |
| Douglass Winthrop Advisors, LLC | 14,795 | +1,840 | $3.3M | +$51.2K | 14.2% |
| AdvisorShares Investments LLC | 2,115 | +437 | $473.1K | +$51.1K | 26.0% |
| Turtle Creek Wealth Advisors, LLC | 1,874 | +406 | $419.2K | +$50.0K | 27.6% |
| SIGNATUREFD, LLC | 3,274 | +560 | $732.3K | +$49.8K | 20.6% |
| Global Retirement Partners, LLC | 1,475 | +359 | $330.0K | +$49.3K | 32.2% |
| MassMutual Private Wealth & Trust, FSB | 673 | +264 | $150.5K | +$47.7K | 64.5% |
| Kathmere Capital Management, LLC | 1,897 | +28 | $424.4K | -$45.7K | 1.5% |
| China Universal Asset Management Co., Ltd. | 3,944 | +256 | $882.2K | -$45.3K | 6.9% |
| Aptus Capital Advisors, LLC | 5,120 | +392 | $1.1M | -$43.8K | 8.3% |
| Resonant Capital Advisors, LLC | 1,419 | +318 | $317.4K | +$40.5K | 28.9% |
| Fifth Third Wealth Advisors LLC | 3,069 | +500 | $686.5K | +$40.4K | 19.5% |
| BARR E S & CO | 1,973 | +60 | $441.3K | -$39.8K | 3.1% |
| HUB Investment Partners, LLC | 2,118 | +77 | $473.7K | -$39.7K | 3.8% |
| ICICI Prudential Asset Management Co Ltd | 2,236 | +91 | $500.2K | -$39.3K | 4.2% |
| Dorsey & Whitney Trust CO LLC | 1,177 | +284 | $263.3K | +$38.7K | 31.8% |
| Strait & Sound Wealth Management LLC | 1,650 | +34 | $369.1K | -$37.4K | 2.1% |
| Meiji Yasuda Asset Management Co Ltd. | 1,814 | +339 | $405.8K | +$34.8K | 23.0% |
| Integrated Investment Consultants, LLC | 1,106 | +253 | $247.4K | +$32.9K | 29.7% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 235 | +152 | $52.6K | +$31.7K | 183.1% |
| Prestige Wealth Management Group LLC | 132 | +110 | $36.8K | +$31.3K | 500.0% |
| Snowden Capital Advisors LLC | 2,652 | +171 | $593.4K | -$30.6K | 6.9% |
| WEALTH ALLIANCE, LLC | 1,108 | +4 | $247.9K | -$29.8K | 0.4% |
| Larson Financial Group LLC | 224 | +141 | $50.1K | +$29.2K | 169.9% |
| Sterling Capital Management LLC | 4,021 | +331 | $899.5K | -$28.6K | 9.0% |
| Fiduciary Trust Co | 1,271 | +33 | $284.3K | -$27.2K | 2.7% |
| Sage Mountain Advisors LLC | 1,374 | +260 | $307.4K | +$27.2K | 23.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 3,898 | +537 | $871.9K | +$26.6K | 16.0% |
| Regal Investment Advisors LLC | 2,316 | +153 | $518.1K | -$26.0K | 7.1% |
| NBT BANK N A /NY | 496 | +155 | $111.0K | +$25.2K | 45.5% |
| MATAURO, LLC | 911 | +1 | $203.8K | -$25.1K | 0.1% |
| Colonial Trust Co / SC | 209 | +119 | $46.8K | +$24.1K | 132.2% |
| CENTRAL TRUST Co | 872 | +1 | $195.1K | -$24.0K | 0.1% |
| Legacy Advisors, LLC | 1,295 | +48 | $289.7K | -$24.0K | 3.8% |
| ROCKLAND TRUST CO | 1,031 | +207 | $230.6K | +$23.4K | 25.1% |
| Baron Wealth Management LLC | 2,565 | +375 | $573.8K | +$23.0K | 17.1% |
| FineMark National Bank & Trust | 904 | +14 | $202.2K | -$21.6K | 1.6% |
| PATTON FUND MANAGEMENT, INC. | 1,034 | +200 | $231.3K | +$21.5K | 24.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,754 | +387 | $616.0K | +$20.5K | 16.3% |
| CBIZ Investment Advisory Services, LLC | 109 | +92 | $24.4K | +$20.1K | 541.2% |
| PRIVATE TRUST CO NA | 285 | +109 | $63.8K | +$19.5K | 61.9% |
| BURNEY CO/ | 1,098 | +44 | $245.6K | -$19.5K | 4.2% |
| Net Worth Advisory Group | 1,151 | +56 | $257.4K | -$17.9K | 5.1% |
| Western Pacific Wealth Management, LP | 1,204 | +204 | $269.3K | +$17.8K | 20.4% |
| MCF Advisors LLC | 145 | +85 | $32.4K | +$17.3K | 141.7% |
| Private Advisor Group, LLC | 2,596 | +354 | $580.8K | +$16.9K | 15.8% |
| Blue Trust, Inc. | 891 | +33 | $199.3K | -$16.5K | 3.8% |
| Prime Capital Investment Advisors, LLC | 1,416 | +91 | $316.8K | -$16.4K | 6.9% |
| McElhenny Sheffield Capital Management, LLC | 1,310 | +210 | $293.0K | +$16.4K | 19.1% |
| Krilogy Financial LLC | 2,774 | +2 | $609.6K | +$16.2K | 0.1% |
| Ancora Advisors LLC | 376 | +105 | $84.2K | +$15.9K | 38.7% |
| Perbak Capital Partners LLP | 1,726 | +254 | $386.1K | +$15.9K | 17.3% |
| Battery Global Advisors, LLC | 1,231 | +196 | $275.4K | +$15.0K | 18.9% |
| Valeo Financial Advisors, LLC | 977 | +167 | $218.6K | +$15.0K | 20.6% |
| Diversified Trust Co | 918 | +42 | $205.3K | -$15.0K | 4.8% |
| NorthCrest Asset Manangement, LLC | 7,595 | +723 | $1.7M | -$14.9K | 10.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 686 | +20 | $153.5K | -$14.1K | 3.0% |
| WHITTIER TRUST CO OF NEVADA INC | 1,568 | +119 | $346.9K | -$14.0K | 8.2% |
| Sowell Financial Services LLC | 1,305 | +89 | $292.0K | -$13.9K | 7.3% |
| Lido Advisors, LLC | 2,332 | +111 | $572.8K | +$13.8K | 5.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,490 | +13 | $331.0K | +$12.8K | 0.9% |
| Activest Wealth Management | 76 | +59 | $17.0K | +$12.7K | 347.1% |
| HB Wealth Management, LLC | 10,407 | +1,102 | $2.3M | -$12.4K | 11.8% |
| True Wealth Design, LLC | 89 | +58 | $19.9K | +$12.1K | 187.1% |
| Clearstead Advisors, LLC | 1,348 | +196 | $301.5K | +$11.8K | 17.0% |
| Versant Capital Management, Inc | 115 | +59 | $25.7K | +$11.6K | 105.3% |
| Park Place Capital Corp | 601 | +21 | $134.4K | -$11.4K | 3.6% |
| Steigerwald, Gordon & Koch Inc. | 60 | +52 | $13.4K | +$11.4K | 650.0% |
| MEEDER ASSET MANAGEMENT INC | 73 | +51 | $16.3K | +$10.8K | 231.8% |
| Cornerstone Planning Group LLC | 149 | +46 | $32.6K | -$10.6K | 44.7% |
| CARY STREET PARTNERS FINANCIAL LLC | 468 | +10 | $104.7K | -$10.5K | 2.2% |
| Robertson Stephens Wealth Management, LLC | 2,828 | +354 | $632.6K | +$10.4K | 14.3% |
| HUNTINGTON NATIONAL BANK | 3,177 | +389 | $710.7K | +$9.4K | 13.9% |
| Essex Financial Services, Inc. | 1,129 | +88 | $252.5K | -$9.3K | 8.4% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,488 | +201 | $332.9K | +$9.2K | 15.6% |
| HARBOUR INVESTMENTS, INC. | 141 | +52 | $31.5K | +$9.2K | 58.4% |
| Janney Montgomery Scott LLC | 62,223 | +43,260 | $13.9K | +$9.1K | 228.1% |
| EVOKE WEALTH, LLC | 951 | +71 | $212.6K | -$8.8K | 8.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 912,577 | +66,323 | $204.1K | -$8.7K | 7.8% |
| Quent Capital, LLC | 345 | +70 | $77.2K | +$8.0K | 25.4% |
| BENNETT SELBY INVESTMENTS LP | 1,323 | +115 | $295.9K | -$7.8K | 9.5% |
| Arkadios Wealth Advisors | 1,156 | +158 | $258.8K | +$7.6K | 15.8% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 251 | +1 | $56.1K | -$6.7K | 0.4% |
| Clearstead Trust, LLC | 235 | +2 | $52.6K | -$6.0K | 0.8% |
| SouthState Corp | 125 | +36 | $28.0K | +$5.6K | 40.4% |
| Chicago Partners Investment Group LLC | 1,939 | +94 | $422.8K | -$5.4K | 5.1% |
| High Note Wealth, LLC | 32 | +25 | $7.2K | +$5.4K | 357.1% |
| Ellevest, Inc. | 2,853 | +295 | $638.1K | -$5.4K | 11.5% |
| Root Financial Partners, LLC | 466 | +31 | $104.3K | -$5.2K | 7.1% |
| Altshuler Shaham Ltd | 40 | +24 | $8.9K | +$4.9K | 150.0% |
| CYBER HORNET ETFs LLC | 412 | +26 | $92.2K | -$4.9K | 6.7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 183 | +1 | $40.9K | -$4.8K | 0.5% |
| Daiwa Securities Group Inc. | 56,469 | +23,198 | $12.6K | +$4.3K | 69.7% |
| Private Wealth Management Group, LLC | 41 | +21 | $9.2K | +$4.1K | 105.0% |
| ORG Partners LLC | 34 | +18 | $7.6K | +$3.6K | 112.5% |
| TRUST POINT INC. | 1,468 | +176 | $328.4K | +$3.4K | 13.6% |
| Salomon & Ludwin, LLC | 154 | +5 | $34.0K | -$3.1K | 3.4% |
| CHICAGO TRUST Co NA | 2,730 | +314 | $610.7K | +$3.0K | 13.0% |
| NATIXIS ADVISORS, LLC | 127,002 | +25,308 | $28.4K | +$2.8K | 24.9% |
| Bell Investment Advisors, Inc | 182 | +9 | $40.7K | -$2.8K | 5.2% |
| United Community Bank | 18 | +13 | $4.0K | +$2.8K | 260.0% |
| TBH Global Asset Management, LLC | 8,096 | +885 | $1.8M | -$2.6K | 12.3% |
| Costello Asset Management, INC | 124 | +24 | $27.7K | +$2.6K | 24.0% |
| GREAT VALLEY ADVISOR GROUP, INC. | 968 | +97 | $216.5K | -$2.4K | 11.1% |
| Portside Wealth Group, LLC | 2,059 | +237 | $460.6K | +$2.3K | 13.0% |
| Voya Financial Advisors, Inc. | 2,067 | +209 | $464.5K | +$2.3K | 11.2% |
| SJS Investment Consulting Inc. | 37 | +13 | $8.3K | +$2.2K | 54.2% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 110 | +5 | $24.6K | -$1.8K | 4.8% |
| IMG Wealth Management, Inc. | 19 | +9 | $4.3K | +$1.7K | 90.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 204 | +29 | $45.6K | +$1.6K | 16.6% |
| Mn Services Vermogensbeheer B.V. | 53,258 | +658 | $11.9K | -$1.3K | 1.3% |
| AdvisorNet Financial, Inc | 44 | +9 | $9.8K | +$1.0K | 25.7% |
| American Capital Advisory, LLC | 6 | +4 | $1.3K | +$839 | 200.0% |
| Rialto Wealth Management, LLC | 54 | +9 | $12.1K | +$762 | 20.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 208,242 | +25,121 | $46.6K | +$757 | 13.7% |
| CoreCap Advisors, LLC | 44 | +2 | $9.8K | -$721 | 4.8% |
| iA Global Asset Management Inc. | 33,164 | +838 | $7.4K | -$712 | 2.6% |
| WoodTrust Financial Corp | 26,369 | +282 | $5.9K | -$663 | 1.1% |
| Bare Financial Services, Inc | 7 | +3 | $1.6K | +$560 | 75.0% |
| Crewe Advisors LLC | 7 | +3 | $1.6K | +$559 | 75.0% |
| Aspect Partners, LLC | 11 | +3 | $2.5K | +$448 | 37.5% |
| Quantitative Investment Management, LLC | 11,112 | +2,975 | $2.5K | +$439 | 36.6% |
| Family Capital Trust Co | 663 | +75 | $148.3K | +$419 | 12.8% |
| Triumph Capital Management | 5 | +2 | $1.1K | +$363 | 66.7% |
| HRT FINANCIAL LP | 42,130 | +6,064 | $9.4K | +$354 | 16.8% |
| North Star Investment Management Corp. | 6 | +2 | $1.3K | +$336 | 50.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | +2 | $1.6K | +$308 | 40.0% |
| JFS WEALTH ADVISORS, LLC | 65 | +6 | $14.5K | -$300 | 10.2% |
| BESSEMER GROUP INC | 6,532 | +1,865 | $1.5K | +$288 | 40.0% |
| APPLETON PARTNERS INC/MA | 47,222 | +4,084 | $10.6K | -$287 | 9.5% |
| Gulf International Bank (UK) Ltd | 7,025 | +11 | $1.6K | -$193 | 0.1% |
| Alberta Investment Management Corp | 20,800 | +2,300 | $4.7M | -$183 | 12.4% |
| Harvest Fund Management Co., Ltd | 19,524 | +1,831 | $4.8K | +$169 | 10.3% |
| CSM Advisors, LLC | 8,328 | +1,410 | $1.9K | +$123 | 20.4% |
| Cambridge Investment Research Advisors, Inc. | 6,701 | +1,083 | $1.5K | +$86 | 19.3% |
| Signature Resources Capital Management, LLC | 7 | +1 | $1.6K | +$57 | 16.7% |
| HANTZ FINANCIAL SERVICES, INC. | 454 | +211 | $102 | +$41 | 86.8% |
| CX Institutional | 1,265 | +201 | $283 | +$15 | 18.9% |
| PEAPACK GLADSTONE FINANCIAL CORP | 1,257 | +97 | $281 | -$11 | 8.4% |
| Capital Advisors, Ltd. LLC | 51 | +29 | $11 | +$5 | 131.8% |
| Avion Wealth | 36 | +4 | $8 | $0 | 12.5% |