13F QoQ Ownership Changes
VTRS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 159 new · 328 added · 503 reduced · 119 exited
New Positions(159)
Added To(328)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Davis Selected Advisers | 78,177,984 | +8,832,339 | $973.3M | +$286.8M | 12.7% |
| BlackRock, Inc. | 86,824,817 | +4,865,077 | $1.08B | +$269.6M | 5.9% |
| Rubric Capital Management LP | 25,500,000 | +10,115,000 | $317.5M | +$165.2M | 65.7% |
| DIMENSIONAL FUND ADVISORS LP | 40,026,301 | +2,655,963 | $498.3M | +$128.4M | 7.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 31,106,924 | +1,190,429 | $386.6M | +$91.0M | 4.0% |
| FMR LLC | 15,106,058 | +4,060,163 | $188.1M | +$78.7M | 36.8% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 11,087,244 | +2,839,660 | $138.0M | +$56.4M | 34.4% |
| Callodine Capital Management, LP | 9,680,736 | +2,739,736 | $120.5M | +$51.8M | 39.5% |
| Bank of New York Mellon Corp | 13,750,499 | +1,289,467 | $171.2M | +$47.8M | 10.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13,496,292 | +342,922 | $168.0M | +$37.8M | 2.6% |
| Assenagon Asset Management S.A. | 3,574,684 | +2,695,156 | $44.5M | +$35.8M | 306.4% |
| TORONTO DOMINION BANK | 2,824,051 | +2,588,711 | $35.2M | +$32.8M | 1100.0% |
| VICTORY CAPITAL MANAGEMENT INC | 3,399,177 | +2,347,693 | $42.3M | +$31.9M | 223.3% |
| AQR CAPITAL MANAGEMENT LLC | 5,043,998 | +1,089,000 | $62.8M | +$24.5M | 27.5% |
| Brandywine Global Investment Management, LLC | 5,423,976 | +981,842 | $67.5M | +$23.6M | 22.1% |
| GOLDMAN SACHS GROUP INC | 6,120,093 | +638,848 | $76.2M | +$21.9M | 11.7% |
| AMERICAN CENTURY COMPANIES INC | 4,032,794 | +734,284 | $50.2M | +$17.6M | 22.3% |
| JUPITER ASSET MANAGEMENT LTD | 3,909,304 | +759,017 | $48.7M | +$17.5M | 24.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,834,355 | +713,884 | $47.7M | +$16.8M | 22.9% |
| Invenomic Capital Management LP | 5,593,608 | +180,499 | $69.6M | +$16.1M | 3.3% |
| Nuveen, LLC | 4,841,308 | +24,323 | $60.3M | +$12.6M | 0.5% |
| State of Tennessee, Department of Treasury | 1,164,528 | +876,073 | $15.2M | +$12.4M | 303.7% |
| Gotham Asset Management, LLC | 3,545,110 | +194,398 | $44.1M | +$11.0M | 5.8% |
| CITIGROUP INC | 3,162,035 | +174,650 | $39.4M | +$9.8M | 5.8% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 2,678,201 | +287,661 | $33.3M | +$9.7M | 12.0% |
| Jain Global LLC | 854,751 | +752,496 | $10.6M | +$9.6M | 735.9% |
| Russell Investments Group, Ltd. | 3,167,865 | +125,148 | $39.4M | +$9.3M | 4.1% |
| SEI INVESTMENTS CO | 2,788,733 | +120,417 | $34.7M | +$8.3M | 4.5% |
| Bastion Asset Management Inc. | 1,239,892 | +609,261 | $14.3M | +$8.1M | 96.6% |
| Manning & Napier Advisors LLC | 1,400,000 | +440,000 | $17.4M | +$7.9M | 45.8% |
| FIL Ltd | 2,696,322 | +98,920 | $33.6M | +$7.9M | 3.8% |
| Allianz Asset Management GmbH | 632,545 | +583,580 | $7.9M | +$7.4M | 1191.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 629,117 | +561,978 | $7.8M | +$7.2M | 837.0% |
| Pictet Asset Management Holding SA | 2,360,111 | +38,788 | $29.2M | +$6.8M | 1.7% |
| Robeco Institutional Asset Management B.V. | 1,587,581 | +273,666 | $19.8M | +$6.8M | 20.8% |
| BANK OF MONTREAL /CAN/ | 1,297,909 | +345,108 | $16.2M | +$6.7M | 36.2% |
| Swiss National Bank | 2,298,802 | +23,000 | $28.6M | +$6.1M | 1.0% |
| Monaco Asset Management SAM | 2,330,295 | +3,132 | $29.0M | +$6.0M | 0.1% |
| Quantinno Capital Management LP | 991,729 | +341,283 | $12.3M | +$5.9M | 52.5% |
| Man Group plc | 1,300,841 | +252,133 | $16.2M | +$5.8M | 24.0% |
| Weiss Asset Management LP | 485,308 | +443,070 | $6.0M | +$5.6M | 1049.0% |
| QSM Asset Management Ltd | 1,329,640 | +121,000 | $16.6M | +$5.0M | 10.0% |
| EASTERLY INVESTMENT PARTNERS LLC | 1,139,755 | +195,260 | $14.2M | +$4.8M | 20.7% |
| Creative Planning | 595,683 | +242,198 | $7.4M | +$3.9M | 68.5% |
| BARCLAYS PLC | 5,531,544 | +155,790 | $49.4M | -$3.8M | 2.9% |
| Sound Income Strategies, LLC | 623,126 | +200,247 | $8.0M | +$3.8M | 47.4% |
| Advisors Asset Management, Inc. | 873,407 | +146,289 | $10.9M | +$3.7M | 20.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 512,970 | +211,757 | $6.4M | +$3.4M | 70.3% |
| PRINCIPAL FINANCIAL GROUP INC | 1,271,340 | +15,564 | $15.8M | +$3.4M | 1.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,284,286 | +36 | $16.0M | +$3.3M | 0.0% |
| Tejara Capital Ltd | 593,220 | +170,600 | $7.4M | +$3.2M | 40.4% |
| FRANKLIN RESOURCES INC | 908,684 | +86,975 | $11.3M | +$3.2M | 10.6% |
| Woodline Partners LP | 1,160,724 | +15,360 | $14.5M | +$3.1M | 1.3% |
| Empowered Funds, LLC | 294,431 | +230,637 | $3.7M | +$3.0M | 361.5% |
| Mitsubishi UFJ Trust & Banking Corp | 383,455 | +186,022 | $4.8M | +$2.8M | 94.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 495,833 | +140,721 | $6.2M | +$2.7M | 39.6% |
| Lifeworks Advisors, LLC | 678,746 | +83,811 | $8.5M | +$2.6M | 14.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 335,289 | +163,453 | $4.2M | +$2.5M | 95.1% |
| Sterling Capital Management LLC | 258,300 | +158,645 | $3.2M | +$2.2M | 159.2% |
| NATIONAL BANK OF CANADA /FI/ | 483,752 | +95,273 | $6.0M | +$2.2M | 24.5% |
| GROUP ONE TRADING LLC | 563,964 | +71,113 | $7.0M | +$2.1M | 14.4% |
| LPL Financial LLC | 553,847 | +61,718 | $6.9M | +$2.0M | 12.5% |
| Cerity Partners LLC | 628,703 | +29,793 | $7.8M | +$1.9M | 5.0% |
| MARSHALL WACE, LLP | 402,859 | +86,186 | $5.0M | +$1.9M | 27.2% |
| Voya Investment Management LLC | 446,633 | +74,747 | $5.6M | +$1.9M | 20.1% |
| Verition Fund Management LLC | 259,891 | +109,498 | $3.2M | +$1.7M | 72.8% |
| CIBC Asset Management Inc | 256,751 | +106,184 | $3.2M | +$1.7M | 70.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 609,599 | +10,600 | $7.6M | +$1.7M | 1.8% |
| AlphaQuest LLC | 160,722 | +119,273 | $2.0M | +$1.6M | 287.8% |
| IEQ CAPITAL, LLC | 207,617 | +105,949 | $2.6M | +$1.6M | 104.2% |
| KLP KAPITALFORVALTNING AS | 345,700 | +58,800 | $4.3M | +$1.5M | 20.5% |
| Howard Capital Management Inc. | 395,975 | +45,042 | $4.9M | +$1.5M | 12.8% |
| TUDOR INVESTMENT CORP ET AL | 158,463 | +105,745 | $2.0M | +$1.5M | 200.6% |
| Vinva Investment Management Ltd | 96,225 | +70,810 | $1.8M | +$1.4M | 278.6% |
| CAXTON ASSOCIATES LLP | 520,532 | +6,943 | $6.5M | +$1.4M | 1.4% |
| CREDIT AGRICOLE S A | 351,163 | +49,912 | $4.4M | +$1.4M | 16.6% |
| COMERICA BANK | 392,417 | +38,466 | $4.9M | +$1.4M | 10.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 458,908 | +12,179 | $5.7M | +$1.3M | 2.7% |
| Rakuten Investment Management, Inc. | 102,724 | +102,344 | $1.3M | +$1.2M | 26932.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 293,360 | +41,982 | $3.7M | +$1.2M | 16.7% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 188,261 | +68,791 | $2.3M | +$1.2M | 57.6% |
| Mariner, LLC | 235,694 | +49,211 | $2.9M | +$1.1M | 26.4% |
| Focus Partners Wealth | 135,502 | +75,190 | $1.7M | +$1.1M | 124.7% |
| Corient Private Wealth LLC | 514,749 | +48,633 | $5.7M | +$1.1M | 10.4% |
| Mirae Asset Global Investments Co., Ltd. | 256,833 | +36,285 | $3.2M | +$1.0M | 16.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 345,167 | +21,969 | $4.3M | +$1.0M | 6.8% |
| ProShare Advisors LLC | 274,920 | +22,758 | $3.4M | +$926.3K | 9.0% |
| FIRST TRUST ADVISORS LP | 182,889 | +44,674 | $2.3M | +$908.6K | 32.3% |
| SIG BROKERAGE, LP | 181,682 | +44,020 | $2.3M | +$899.1K | 32.0% |
| Waterfront Wealth Inc. | 263,541 | +12,393 | $3.5M | +$881.8K | 4.9% |
| NEUBERGER BERMAN GROUP LLC | 212,839 | +33,489 | $2.6M | +$874.3K | 18.7% |
| Czech National Bank | 303,705 | +7,597 | $3.8M | +$849.7K | 2.6% |
| Cardinal Point Capital Management ULC | 327,681 | +581 | $4.1M | +$841.3K | 0.2% |
| NEOS Investment Management LLC | 196,313 | +32,139 | $2.4M | +$818.8K | 19.6% |
| Kendall Capital Management | 209,590 | +26,510 | $2.6M | +$796.9K | 14.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 161,419 | +38,708 | $2.0M | +$794.8K | 31.5% |
| Vanguard Personalized Indexing Management, LLC | 280,977 | +3,170 | $3.5M | +$746.1K | 1.1% |
| Trexquant Investment LP | 218,605 | +17,764 | $2.7M | +$733.3K | 8.8% |
| Polymer Capital Management (US) LLC | 91,458 | +48,086 | $1.1M | +$709.3K | 110.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 180,432 | +22,521 | $2.2M | +$683.0K | 14.3% |
| CIBC WORLD MARKET INC. | 78,363 | +46,884 | $975.6K | +$664.0K | 148.9% |
| Campbell & CO Investment Adviser LLC | 126,094 | +32,846 | $1.6M | +$646.7K | 35.2% |
| NISA INVESTMENT ADVISORS, LLC | 246,963 | +1,478 | $3.1M | +$644.4K | 0.6% |
| AlphaCore Capital LLC | 60,970 | +49,147 | $759.1K | +$642.0K | 415.7% |
| Asset Management One Co., Ltd. | 228,001 | +310 | $2.8M | +$566.2K | 0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 145,990 | +18,627 | $1.8M | +$556.7K | 14.6% |
| Tower Research Capital LLC (TRC) | 63,954 | +37,493 | $796.2K | +$534.3K | 141.7% |
| Atria Investments, Inc | 149,948 | +13,862 | $1.9M | +$519.6K | 10.2% |
| TWO SIGMA ADVISERS, LP | 168,000 | +7,400 | $2.1M | +$501.7K | 4.6% |
| Vident Advisory, LLC | 160,846 | +8,704 | $2.0M | +$496.3K | 5.7% |
| IMC-Chicago, LLC | 71,353 | +30,214 | $888.3K | +$481.1K | 73.4% |
| &PARTNERS | 167,204 | +5,249 | $2.1M | +$477.8K | 3.2% |
| Kestra Advisory Services, LLC | 80,381 | +27,402 | $1.0M | +$476.3K | 51.7% |
| COMMERCE BANK | 152,400 | +8,427 | $1.9M | +$472.0K | 5.8% |
| NewEdge Advisors, LLC | 97,979 | +20,368 | $1.2M | +$451.5K | 26.2% |
| GREAT LAKES ADVISORS, LLC | 158,523 | +672 | $2.0M | +$410.9K | 0.4% |
| Federation des caisses Desjardins du Quebec | 115,728 | +11,333 | $1.4M | +$407.4K | 10.8% |
| Sumitomo Mitsui Trust Group, Inc. | 77,002 | +20,368 | $958.7K | +$398.0K | 36.0% |
| MUFG Securities EMEA plc | 47,218 | +24,902 | $587.9K | +$366.9K | 111.6% |
| M&T Bank Corp | 97,255 | +11,467 | $1.2M | +$362.1K | 13.4% |
| XPONANCE, INC. | 99,830 | +8,519 | $1.2M | +$338.9K | 9.3% |
| SUMMITRY LLC | 41,422 | +22,651 | $515.7K | +$329.9K | 120.7% |
| Sequoia Financial Advisors, LLC | 85,045 | +10,918 | $1.1M | +$325.0K | 14.7% |
| Private Advisor Group, LLC | 42,822 | +19,525 | $533.1K | +$302.5K | 83.8% |
| Caprock Group, LLC | 51,059 | +19,819 | $635.7K | +$302.4K | 63.4% |
| Ethic Inc. | 80,573 | +6,113 | $1.0M | +$266.0K | 8.2% |
| FIFTH THIRD BANCORP | 99,873 | +105 | $1.2M | +$255.7K | 0.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 31,841 | +16,439 | $396.4K | +$243.9K | 106.7% |
| Old North State Wealth Management, LLC | 82,756 | +2,971 | $1.0M | +$240.5K | 3.7% |
| HighPoint Advisor Group LLC | 73,708 | +4,828 | $917.7K | +$235.8K | 7.0% |
| BANK OF NOVA SCOTIA | 83,043 | +2,026 | $1.0M | +$231.8K | 2.5% |
| State of Wyoming | 38,597 | +13,098 | $480.5K | +$228.1K | 51.4% |
| Hedges Asset Management LLC | 84,500 | +1,000 | $1.1M | +$225.4K | 1.2% |
| GAMMA Investing LLC | 33,915 | +13,119 | $422.2K | +$216.4K | 63.1% |
| Norinchukin Bank, The | 66,196 | +3,159 | $824.1K | +$200.1K | 5.0% |
| Summit Trail Advisors, LLC | 46,103 | +7,367 | $574.0K | +$190.5K | 19.0% |
| Marex Group plc | 25,800 | +12,351 | $321.2K | +$188.1K | 91.8% |
| Athena Investment Management | 63,884 | +2,391 | $795.4K | +$186.6K | 3.9% |
| NOMURA ASSET MANAGEMENT CO LTD | 61,560 | +2,956 | $766.4K | +$186.2K | 5.0% |
| Smartleaf Asset Management LLC | 15,653 | +14,456 | $196.3K | +$184.8K | 1207.7% |
| Compound Planning, Inc. | 39,368 | +8,394 | $490.1K | +$183.5K | 27.1% |
| Arkadios Wealth Advisors | 26,302 | +11,750 | $327.5K | +$183.4K | 80.7% |
| QUADRANT CAPITAL GROUP LLC | 70,778 | +275 | $881.2K | +$183.2K | 0.4% |
| Vestmark Advisory Solutions, Inc. | 33,898 | +9,758 | $422.0K | +$183.0K | 40.4% |
| Merit Financial Group, LLC | 58,255 | +2,856 | $725.3K | +$176.8K | 5.2% |
| Meeder Advisory Services, Inc. | 45,753 | +5,563 | $569.6K | +$171.7K | 13.8% |
| Forum Financial Management, LP | 30,268 | +9,263 | $376.8K | +$168.9K | 44.1% |
| Global Retirement Partners, LLC | 19,963 | +11,423 | $248.5K | +$164.0K | 133.8% |
| D.A. DAVIDSON & CO. | 28,098 | +8,618 | $349.8K | +$157.0K | 44.2% |
| Focus Partners Advisor Solutions, LLC | 35,367 | +7,052 | $440.3K | +$155.0K | 24.9% |
| Rockefeller Capital Management L.P. | 48,445 | +2,865 | $603.1K | +$151.9K | 6.3% |
| HB Wealth Management, LLC | 55,779 | +791 | $694.5K | +$150.1K | 1.4% |
| PERKINS CAPITAL MANAGEMENT INC | 57,895 | +200 | $720.8K | +$149.6K | 0.3% |
| Wealthspire Advisors, LLC | 17,291 | +10,334 | $215.3K | +$146.4K | 148.5% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 47,437 | +2,466 | $590.6K | +$145.4K | 5.5% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 42,906 | +3,077 | $534.2K | +$139.9K | 7.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33,397 | +5,077 | $415.8K | +$135.4K | 17.9% |
| Allspring Global Investments Holdings, LLC | 56,367 | +66 | $702.3K | +$134.3K | 0.1% |
| Farther Finance Advisors, LLC | 22,921 | +7,652 | $285.4K | +$134.2K | 50.1% |
| ALBERT D MASON INC | 24,726 | +6,909 | $307.8K | +$131.5K | 38.8% |
| Abacus Planning Group, Inc. | 40,000 | +2,261 | $498.0K | +$124.4K | 6.0% |
| Canada Post Corp Registered Pension Plan | 22,087 | +6,190 | $275.0K | +$122.1K | 38.9% |
| Uncommon Cents Investing LLC | 37,905 | +2,200 | $471.9K | +$118.4K | 6.2% |
| Aaron Wealth Advisors LLC | 29,134 | +4,270 | $362.7K | +$116.6K | 17.2% |
| Vise Technologies, Inc. | 30,669 | +3,596 | $381.8K | +$113.8K | 13.3% |
| Concurrent Investment Advisors, LLC | 32,863 | +2,867 | $409.1K | +$112.2K | 9.6% |
| Sage Mountain Advisors LLC | 32,917 | +2,573 | $409.8K | +$109.4K | 8.5% |
| CHOREO, LLC | 34,109 | +1,663 | $427.5K | +$106.3K | 5.1% |
| CIDEL ASSET MANAGEMENT INC | 28,834 | +2,759 | $359.0K | +$100.8K | 10.6% |
| GREENLEAF TRUST | 35,075 | +1,124 | $436.7K | +$100.6K | 3.3% |
| SYON CAPITAL LLC | 19,264 | +4,714 | $239.8K | +$95.8K | 32.4% |
| QTR Family Wealth, LLC | 15,587 | +20 | $248.6K | +$94.5K | 0.1% |
| Parallel Advisors, LLC | 25,136 | +3,018 | $313.0K | +$94.0K | 13.6% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 33,927 | +657 | $422.4K | +$93.0K | 2.0% |
| Axiom Financial Strategies, LLC | 22,592 | +3,001 | $281.3K | +$87.3K | 15.3% |
| Midwest Trust Co | 30,396 | +446 | $378.4K | +$81.9K | 1.5% |
| Independent Advisor Alliance | 31,157 | +74 | $387.9K | +$80.2K | 0.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 25,536 | +1,181 | $317.9K | +$76.8K | 4.8% |
| JONES FINANCIAL COMPANIES LLLP | 21,878 | +1,173 | $272.4K | +$75.3K | 5.7% |
| SBI Securities Co., Ltd. | 22,448 | +1,089 | $279.5K | +$68.0K | 5.1% |
| Stratos Wealth Partners, LTD. | 25,871 | +178 | $322.1K | +$67.7K | 0.7% |
| Waverly Advisors, LLC | 13,352 | +3,310 | $166.2K | +$66.8K | 33.0% |
| Valeo Financial Advisors, LLC | 19,506 | +1,595 | $242.9K | +$65.5K | 8.9% |
| Krilogy Financial LLC | 15,206 | +2,516 | $200.3K | +$63.8K | 19.8% |
| Zhang Financial LLC | 23,887 | +231 | $297.4K | +$63.2K | 1.0% |
| Paragon Capital Management Ltd | 22,744 | +232 | $283.2K | +$60.3K | 1.0% |
| MSH Capital Advisors LLC | 23,506 | +32 | $292.6K | +$60.3K | 0.1% |
| Chicago Partners Investment Group LLC | 14,444 | +1,727 | $190.8K | +$59.9K | 13.6% |
| Essex Financial Services, Inc. | 23,259 | +44 | $289.6K | +$59.7K | 0.2% |
| SageView Advisory Group, LLC | 19,089 | +1,064 | $237.7K | +$59.2K | 5.9% |
| BROWN BROTHERS HARRIMAN & CO | 13,998 | +2,374 | $174.3K | +$59.2K | 20.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 14,492 | +2,120 | $180.4K | +$57.9K | 17.1% |
| Horizon Investments, LLC | 19,055 | +591 | $237.2K | +$54.4K | 3.2% |
| UMB Bank, n.a. | 12,993 | +1,869 | $161.8K | +$51.6K | 16.8% |
| JOURNEY STRATEGIC WEALTH LLC | 16,575 | +902 | $206.4K | +$51.2K | 5.8% |
| ROTHSCHILD INVESTMENT LLC | 18,126 | +484 | $225.7K | +$51.0K | 2.7% |
| Essex LLC | 19,813 | +2 | $246.7K | +$50.5K | 0.0% |
| Crestwood Advisors Group, LLC | 18,704 | +213 | $232.9K | +$49.8K | 1.1% |
| Williams Jones Wealth Management, LLC. | 15,607 | +695 | $194.3K | +$46.7K | 4.7% |
| BLAIR WILLIAM & CO/IL | 15,565 | +577 | $193.8K | +$45.4K | 3.8% |
| SIGNATUREFD, LLC | 13,520 | +1,076 | $168.3K | +$45.1K | 8.6% |
| Prestige Wealth Management Group LLC | 5,094 | +4,280 | $52.9K | +$44.9K | 525.8% |
| PINNACLE ASSOCIATES LTD | 13,785 | +878 | $171.6K | +$43.8K | 6.8% |
| Moors & Cabot, Inc. | 13,962 | +500 | $173.8K | +$40.6K | 3.7% |
| Hilltop Holdings Inc. | 14,851 | +189 | $184.9K | +$39.7K | 1.3% |
| Orion Porfolio Solutions, LLC | 12,981 | +645 | $161.6K | +$39.5K | 5.2% |
| CONNING INC. | 11,182 | +1,039 | $139.2K | +$38.8K | 10.2% |
| Miracle Mile Advisors, LLC | 13,268 | +449 | $165.2K | +$38.3K | 3.5% |
| Savvy Advisors, Inc. | 13,656 | +242 | $170.0K | +$37.2K | 1.8% |
| Ballentine Partners, LLC | 11,676 | +723 | $145.4K | +$36.9K | 6.6% |
| World Investment Advisors | 21,817 | +5,760 | $195.8K | +$36.8K | 35.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | 14,378 | +4 | $179.0K | +$36.7K | 0.0% |
| Parkside Financial Bank & Trust | 12,002 | +351 | $149.4K | +$34.1K | 3.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | 13,039 | +52 | $162.3K | +$33.8K | 0.4% |
| Baird Financial Group, Inc. | 10,925 | +486 | $136.0K | +$32.7K | 4.7% |
| Dorsey & Whitney Trust CO LLC | 10,932 | +392 | $136.1K | +$31.8K | 3.7% |
| HARBOUR INVESTMENTS, INC. | 9,587 | +570 | $119.4K | +$30.1K | 6.3% |
| HUB Investment Partners, LLC | 11,636 | +1 | $144.9K | +$29.7K | 0.0% |
| Caitlin John, LLC | 7,843 | +948 | $97.6K | +$29.4K | 13.7% |
| waypoint wealth counsel | 10,628 | +145 | $132.3K | +$28.5K | 1.4% |
| ASSETMARK, INC | 9,279 | +383 | $115.5K | +$27.4K | 4.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,001 | +1 | $124.5K | +$27.0K | 0.0% |
| Evelyn Partners Investment Management Services Ltd | 2,145 | +2,140 | $26.7K | +$26.7K | 42800.0% |
| MassMutual Private Wealth & Trust, FSB | 9,052 | +206 | $112.7K | +$25.1K | 2.3% |
| AdvisorNet Financial, Inc | 5,532 | +1,106 | $68.9K | +$25.1K | 25.0% |
| JFS WEALTH ADVISORS, LLC | 7,540 | +422 | $93.9K | +$23.4K | 5.9% |
| LSV ASSET MANAGEMENT | 7,568,559 | +61,039 | $94.2K | +$19.9K | 0.8% |
| Root Financial Partners, LLC | 3,693 | +917 | $46.0K | +$18.5K | 33.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,543 | +1,097 | $19.2K | +$14.8K | 246.0% |
| Key Financial Inc | 5,716 | +12 | $71.2K | +$13.6K | 0.2% |
| Lido Advisors, LLC | 32,970 | +478 | $334.9K | +$13.2K | 1.5% |
| CoreCap Advisors, LLC | 3,837 | +119 | $47.8K | +$11.0K | 3.2% |
| Larson Financial Group LLC | 4,079 | +32 | $50.8K | +$10.7K | 0.8% |
| CYBER HORNET ETFs LLC | 3,485 | +184 | $43.4K | +$10.7K | 5.6% |
| Quent Capital, LLC | 3,394 | +205 | $42.3K | +$10.7K | 6.4% |
| CALDWELL SUTTER CAPITAL, INC. | 3,197 | +90 | $39.8K | +$9.0K | 2.9% |
| ELEVATION WEALTH PARTNERS, LLC | 746 | +671 | $9.3K | +$8.5K | 894.7% |
| Triumph Capital Management | 1,016 | +566 | $12.6K | +$8.2K | 125.8% |
| CVA Family Office, LLC | 2,835 | +1 | $35.3K | +$7.2K | 0.0% |
| Clearstead Trust, LLC | 1,487 | +287 | $18.5K | +$6.6K | 23.9% |
| Tanglewood Legacy Advisors, LLC | 2,402 | +44 | $29.9K | +$6.6K | 1.9% |
| VAN ECK ASSOCIATES CORP | 836,091 | +441,879 | $10.4K | +$6.5K | 112.1% |
| Westside Investment Management, Inc. | 2,327 | +72 | $29.0K | +$6.3K | 3.2% |
| ALGERT GLOBAL LLC | 992,060 | +354,360 | $12.4K | +$6.0K | 55.6% |
| FINANCIAL CONSULATE, INC | 616 | +364 | $7.7K | +$5.2K | 144.4% |
| FIRST HORIZON CORP | 1,812 | +46 | $22.6K | +$5.1K | 2.6% |
| Cherry Tree Wealth Management, LLC | 1,888 | +19 | $23.5K | +$5.0K | 1.0% |
| Cullen/Frost Bankers, Inc. | 1,000 | +231 | $12.5K | +$4.8K | 30.0% |
| Transamerica Financial Advisors, LLC | 415 | +376 | $5.2K | +$4.8K | 964.1% |
| Financial Freedom, LLC | 1,739 | +4 | $21.7K | +$4.5K | 0.2% |
| BROADWATER CAPITAL MANAGEMENT LLC | 14,475 | +7,635 | $83.3K | +$4.1K | 111.6% |
| Silicon Valley Capital Partners | 1,442 | +14 | $18.0K | +$3.8K | 1.0% |
| BESSEMER GROUP INC | 354,007 | +274,194 | $4.4K | +$3.6K | 343.5% |
| SG Americas Securities, LLC | 286,160 | +273,291 | $3.6K | +$3.4K | 2123.6% |
| Anchor Investment Management, LLC | 1,320 | +4 | $16.4K | +$3.4K | 0.3% |
| POM Investment Strategies, LLC | 280 | +271 | $3.5K | +$3.4K | 3011.1% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 282 | +255 | $3.5K | +$3.2K | 944.4% |
| GHP Investment Advisors, Inc. | 1,194 | +18 | $14.9K | +$3.2K | 1.5% |
| Private Wealth Management Group, LLC | 1,026 | +57 | $12.8K | +$3.2K | 5.9% |
| ORG Partners LLC | 571 | +170 | $7.1K | +$3.1K | 42.4% |
| United Financial Planning Group LLC | 268 | +239 | $3.3K | +$3.0K | 824.1% |
| EVOLUTION WEALTH MANAGEMENT INC. | 254 | +236 | $3.1K | +$2.9K | 1311.1% |
| NBT BANK N A /NY | 12 | +2 | $12.9K | +$2.7K | 20.0% |
| McIlrath & Eck, LLC | 891 | +16 | $11.1K | +$2.4K | 1.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 551,758 | +97,347 | $6.9K | +$2.4K | 21.4% |
| NBC SECURITIES, INC. | 672 | +62 | $8.4K | +$2.3K | 10.2% |
| New England Capital Financial Advisors LLC | 818 | +7 | $10.2K | +$2.2K | 0.9% |
| Sachetta, LLC | 679 | +32 | $8.5K | +$2.0K | 4.9% |
| BFSG, LLC | 589 | +50 | $7.3K | +$2.0K | 9.3% |
| Fortitude Family Office, LLC | 465 | +82 | $5.8K | +$2.0K | 21.4% |
| Archer Investment Corp | 775 | +1 | $9.6K | +$2.0K | 0.1% |
| Lavaca Capital LLC | 179 | +142 | $2.2K | +$1.9K | 383.8% |
| MCF Advisors LLC | 695 | +2 | $8.7K | +$1.8K | 0.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 384 | +83 | $4.8K | +$1.8K | 27.6% |
| Vermillion & White Wealth Management Group, LLC | 665 | +1 | $8.3K | +$1.7K | 0.1% |
| Anfield Capital Management, LLC | 534 | +27 | $6.6K | +$1.6K | 5.3% |
| Handelsbanken Fonder AB | 395,643 | +57,543 | $4.9K | +$1.6K | 17.0% |
| Howard Hughes Medical Institute | 376 | +62 | $4.7K | +$1.6K | 19.7% |
| Bell Investment Advisors, Inc | 345 | +44 | $4.3K | +$1.3K | 14.6% |
| Fourth Dimension Wealth, LLC | 440 | +19 | $5.5K | +$1.3K | 4.5% |
| HighMark Wealth Management LLC | 505 | +2 | $6.3K | +$1.3K | 0.4% |
| Thrivent Financial for Lutherans | 378,369 | +23,708 | $4.7K | +$1.2K | 6.7% |
| JNBA Financial Advisors | 131 | +82 | $1.6K | +$1.1K | 167.3% |
| VISION FINANCIAL MARKETS LLC | 422 | +4 | $5.3K | +$1.1K | 0.9% |
| Physician Wealth Advisors, Inc. | 436 | +1 | $5.4K | +$1.1K | 0.2% |
| Crews Bank & Trust | 419 | +3 | $5.2K | +$1.1K | 0.7% |
| BNP PARIBAS | 268 | +41 | $3.3K | +$1.1K | 18.1% |
| Dunhill Financial, LLC | 271 | +34 | $3.4K | +$1.0K | 14.3% |
| Abound Wealth Management | 163 | +55 | $2.0K | +$969 | 50.9% |
| Rialto Wealth Management, LLC | 298 | +21 | $3.7K | +$968 | 7.6% |
| Beaird Harris Wealth Management, LLC | 371 | +1 | $4.6K | +$957 | 0.3% |
| Golden State Wealth Management, LLC | 365 | +1 | $4.6K | +$939 | 0.3% |
| Bogart Wealth, LLC | 163 | +51 | $2.0K | +$920 | 45.5% |
| NATIXIS ADVISORS, LLC | 183,528 | +43,564 | $2.3K | +$899 | 31.1% |
| FARMERS & MERCHANTS INVESTMENTS INC | 335 | +3 | $4.2K | +$884 | 0.9% |
| INGALLS & SNYDER LLC | 284,946 | +7,412 | $3.5K | +$800 | 2.7% |
| Tidemark, LLC | 213 | +25 | $2.6K | +$791 | 13.3% |
| Nemes Rush Group LLC | 261 | +11 | $3.2K | +$773 | 4.4% |
| True Wealth Design, LLC | 66 | +48 | $822 | +$643 | 266.7% |
| AMALGAMATED BANK | 227,726 | +6,189 | $2.8K | +$642 | 2.8% |
| PFS Partners, LLC | 236 | +2 | $2.9K | +$618 | 0.8% |
| Daiwa Securities Group Inc. | 118,059 | +30,102 | $1.5K | +$599 | 34.2% |
| Kentucky Trust Co | 157 | +17 | $2.0K | +$569 | 12.1% |
| SITTNER & NELSON, LLC | 67 | +24 | $977 | +$551 | 55.8% |
| Bay Harbor Wealth Management, LLC | 101 | +29 | $1.3K | +$545 | 40.3% |
| Murphy & Mullick Capital Management Corp | 109 | +24 | $1.4K | +$515 | 28.2% |
| CWM, LLC | 174,040 | +7,190 | $2.2K | +$515 | 4.3% |
| Janney Montgomery Scott LLC | 133,808 | +17,400 | $1.7K | +$514 | 14.9% |
| Vermillion Wealth Management, Inc. | 183 | +1 | $2.3K | +$474 | 0.5% |
| American Capital Advisory, LLC | 151 | +8 | $1.9K | +$464 | 5.6% |
| SJS Investment Consulting Inc. | 128 | +12 | $1.6K | +$445 | 10.3% |
| HFM Investment Advisors, LLC | 74 | +16 | $922 | +$348 | 27.6% |
| Valued Wealth Advisors LLC | 79 | +14 | $983 | +$336 | 21.5% |
| CSM Advisors, LLC | 79,524 | +8,323 | $990 | +$285 | 11.7% |
| Redwood Park Advisors LLC | 106 | +1 | $1.3K | +$280 | 0.9% |
| Quaker Wealth Management, LLC | 70 | +9 | $876 | +$269 | 14.8% |
| MJT & Associates Financial Advisory Group, Inc. | 28 | +14 | $350 | +$211 | 100.0% |
| PITTENGER & ANDERSON INC | 22 | +14 | $268 | +$184 | 175.0% |
| MILLER WEALTH ADVISORS, LLC | 24 | +12 | $298 | +$179 | 100.0% |
| TD Capital Management LLC | 58 | +1 | $721 | +$153 | 1.8% |
| HANTZ FINANCIAL SERVICES, INC. | 23,838 | +6,638 | $297 | +$127 | 38.6% |
| CX Institutional | 18,659 | +6,513 | $232 | +$112 | 53.6% |
| Frazier Financial Advisors, LLC | 30 | +1 | $368 | +$78 | 3.4% |
| Kozak & Associates, Inc. | 35 | +1 | $444 | +$77 | 2.9% |
| Smithfield Trust Co | 4,181 | +429 | $51 | +$15 | 11.4% |
| Capital Advisors, Ltd. LLC | 1,655 | +4 | $21 | +$5 | 0.2% |
| Capital Analysts, LLC | 463 | +3 | $6 | +$2 | 0.7% |
| Bollard Group LLC | 30 | +1 | $0 | $0 | 3.4% |