13F QoQ Ownership Changes
WELL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 225 new · 588 added · 602 reduced · 116 exited
New Positions(225)
Added To(588)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital World Investors | 10,744,520 | +6,497,258 | $1.99B | +$1.24B | 153.0% |
| VANGUARD GROUP INC | 92,421,471 | +2,643,088 | $17.15B | +$1.16B | 2.9% |
| BlackRock, Inc. | 72,780,654 | +3,365,563 | $13.51B | +$1.14B | 4.8% |
| WCM INVESTMENT MANAGEMENT, LLC | 3,281,537 | +3,139,923 | $616.9M | +$592.0M | 2217.2% |
| Capital International Investors | 47,431,769 | +915,514 | $8.81B | +$520.1M | 2.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,223,095 | +2,043,356 | $1.71B | +$432.9M | 28.5% |
| STATE STREET CORP | 41,760,328 | +506,374 | $7.75B | +$402.2M | 1.2% |
| BANK OF AMERICA CORP /DE/ | 20,403,258 | +1,024,668 | $3.79B | +$334.9M | 5.3% |
| FMR LLC | 20,823,073 | +929,150 | $3.86B | +$321.1M | 4.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 17,007,371 | +774,692 | $3.16B | +$265.5M | 4.8% |
| DEUTSCHE BANK AG\ | 5,755,928 | +1,009,176 | $1.07B | +$222.8M | 21.3% |
| DIMENSIONAL FUND ADVISORS LP | 8,287,084 | +878,914 | $1.54B | +$218.6M | 11.9% |
| JPMORGAN CHASE & CO | 8,440,994 | +626,311 | $1.57B | +$174.6M | 8.0% |
| MORGAN STANLEY | 10,067,111 | +472,270 | $1.87B | +$159.3M | 4.9% |
| Legal & General Group Plc | 7,307,319 | +586,323 | $1.36B | +$159.0M | 8.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,405,589 | +422,037 | $1.56B | +$138.0M | 5.3% |
| TD Asset Management Inc | 932,124 | +692,609 | $173.0M | +$130.3M | 289.2% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 5,542,002 | +284,812 | $1.03B | +$92.1M | 5.4% |
| CITIGROUP INC | 1,091,922 | +461,387 | $202.7M | +$90.3M | 73.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 916,022 | +444,787 | $170.0M | +$86.1M | 94.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 643,574 | +459,678 | $116.4M | +$83.7M | 250.0% |
| TCW GROUP INC | 434,372 | +395,354 | $80.6M | +$73.7M | 1013.3% |
| TORONTO DOMINION BANK | 751,176 | +353,886 | $139.4M | +$68.7M | 89.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,128,958 | +333,928 | $209.5M | +$67.9M | 42.0% |
| BNP PARIBAS FINANCIAL MARKETS | 1,081,882 | +287,921 | $200.8M | +$59.4M | 36.3% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 3,229,678 | +185,733 | $599.5M | +$57.2M | 6.1% |
| National Pension Service | 1,918,528 | +226,597 | $356.1M | +$54.7M | 13.4% |
| NORDEA INVESTMENT MANAGEMENT AB | 1,930,894 | +204,317 | $358.9M | +$51.8M | 11.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,966,128 | +139,771 | $367.5M | +$42.2M | 7.7% |
| IFM Investors Pty Ltd | 241,967 | +9,129 | $44.9K | -$40.7M | 3.9% |
| Squarepoint Ops LLC | 314,653 | +213,713 | $58.4M | +$40.4M | 211.7% |
| CI INVESTMENTS INC. | 214,700 | +6,956 | $39.9M | +$39.8M | 3.3% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,609,690 | +105,658 | $484.4M | +$38.3M | 4.2% |
| ENVESTNET ASSET MANAGEMENT INC | 680,683 | +182,667 | $126.3M | +$37.6M | 36.7% |
| SEI INVESTMENTS CO | 2,410,842 | +104,216 | $447.5M | +$36.6M | 4.5% |
| WELLS FARGO & COMPANY/MN | 1,264,878 | +144,058 | $234.8M | +$35.1M | 12.8% |
| CONGRESS ASSET MANAGEMENT CO | 753,330 | +164,708 | $139.8M | +$35.0M | 28.0% |
| Bank of New York Mellon Corp | 4,028,436 | +15,503 | $747.7M | +$32.9M | 0.4% |
| AMERICAN CENTURY COMPANIES INC | 1,374,551 | +125,231 | $255.1M | +$32.6M | 10.0% |
| NATIONAL BANK OF CANADA /FI/ | 427,293 | +143,185 | $79.3M | +$28.7M | 50.4% |
| RAYMOND JAMES FINANCIAL INC | 920,371 | +113,608 | $170.8M | +$27.1M | 14.1% |
| Sumitomo Mitsui Trust Group, Inc. | 3,185,340 | +16,150 | $591.2M | +$26.7M | 0.5% |
| BAMCO INC /NY/ | 1,277,492 | +90,558 | $237.1M | +$25.7M | 7.6% |
| APG Asset Management US Inc. | 1,657,317 | +64,553 | $307.6M | +$21.9M | 4.0% |
| Asset Management One Co., Ltd. | 1,295,970 | +28,894 | $245.7M | +$20.0M | 2.3% |
| RHUMBLINE ADVISERS | 1,336,459 | +53,907 | $248.1M | +$19.6M | 4.2% |
| CAPITAL INTERNATIONAL SARL | 150,674 | +101,947 | $28.0M | +$19.3M | 209.2% |
| MACKENZIE FINANCIAL CORP | 195,238 | +92,734 | $36.6M | +$18.4M | 90.5% |
| Focus Partners Wealth | 139,767 | +97,153 | $25.9M | +$18.4M | 228.0% |
| Pictet Asset Management Holding SA | 850,826 | +57,747 | $157.9M | +$16.7M | 7.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 88,257 | +2,750 | $16.4M | +$16.4M | 3.2% |
| Capital International, Inc./CA/ | 744,277 | +60,176 | $138.1M | +$16.3M | 8.8% |
| OSSIAM | 98,616 | +87,117 | $18.3M | +$16.3M | 757.6% |
| Rakuten Investment Management, Inc. | 89,544 | +76,022 | $17.0M | +$15.0M | 562.2% |
| TUDOR INVESTMENT CORP ET AL | 90,000 | +79,600 | $16.7M | +$14.9M | 765.4% |
| Mirae Asset Global Investments Co., Ltd. | 280,819 | +70,892 | $52.1M | +$14.7M | 33.8% |
| M&T Bank Corp | 94,194 | +75,687 | $17.5M | +$14.2M | 409.0% |
| LBP AM SA | 99,444 | +74,995 | $18.5M | +$14.1M | 306.7% |
| TWO SIGMA INVESTMENTS, LP | 449,129 | +59,840 | $83.4M | +$14.0M | 15.4% |
| JANUS HENDERSON GROUP PLC | 688,968 | +47,428 | $127.8M | +$13.6M | 7.4% |
| CREDIT AGRICOLE S A | 406,111 | +59,244 | $75.4M | +$13.6M | 17.1% |
| CIBC Asset Management Inc | 161,259 | +68,547 | $29.9M | +$13.4M | 73.9% |
| ALLIANCEBERNSTEIN L.P. | 1,309,646 | +16,920 | $243.1M | +$12.8M | 1.3% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 389,160 | +54,000 | $72.2M | +$12.5M | 16.1% |
| Adelante Capital Management LLC | 1,005,930 | +26,548 | $186.7M | +$12.2M | 2.7% |
| Banco Santander, S.A. | 165,390 | +60,703 | $30.7M | +$12.0M | 58.0% |
| EASTERLY INVESTMENT PARTNERS LLC | 92,403 | +59,967 | $17.2M | +$11.4M | 184.9% |
| KLP KAPITALFORVALTNING AS | 291,146 | +50,900 | $54.0M | +$11.2M | 21.2% |
| LPL Financial LLC | 366,905 | +45,728 | $68.1M | +$10.9M | 14.2% |
| BANK OF MONTREAL /CAN/ | 541,541 | +37,493 | $100.5M | +$10.7M | 7.4% |
| Skandinaviska Enskilda Banken AB (publ) | 180,643 | +50,737 | $33.5M | +$10.4M | 39.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 195,052 | +45,214 | $36.2M | +$10.3M | 30.2% |
| Zimmer Partners, LP | 1,116,725 | +10,480 | $207.3M | +$10.2M | 0.9% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,218,219 | +5,322 | $226.1M | +$10.0M | 0.4% |
| DANSKE BANK A/S | 416,520 | +38,499 | $77.3M | +$10.0M | 10.2% |
| Retirement Systems of Alabama | 529,557 | +33,271 | $98.3M | +$9.9M | 6.7% |
| NEOS Investment Management LLC | 179,251 | +47,762 | $33.3M | +$9.8M | 36.3% |
| STRS OHIO | 720,324 | +24,266 | $133.7M | +$9.7M | 3.5% |
| FRANKLIN RESOURCES INC | 472,953 | +32,778 | $87.8M | +$9.4M | 7.4% |
| AVIVA PLC | 548,820 | +29,266 | $101.9M | +$9.3M | 5.6% |
| Quantinno Capital Management LP | 159,570 | +44,707 | $29.6M | +$9.2M | 38.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,042,366 | +7,302 | $193.5M | +$9.1M | 0.7% |
| ODDO BHF ASSET MANAGEMENT SAS | 86,147 | +45,391 | $16.0M | +$8.7M | 111.4% |
| Cetera Investment Advisers | 204,802 | +40,028 | $38.0M | +$8.7M | 24.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 121,522 | +42,735 | $22.3M | +$8.3M | 54.2% |
| Zurich Insurance Group Ltd/FI | 201,194 | +37,469 | $37.3M | +$8.2M | 22.9% |
| Allianz Asset Management GmbH | 848,776 | +8,188 | $157.5M | +$7.8M | 1.0% |
| State of New Jersey Common Pension Fund D | 503,325 | +18,417 | $93.4M | +$7.0M | 3.8% |
| BANK OF NOVA SCOTIA | 178,091 | +31,297 | $33.1M | +$6.9M | 21.3% |
| FEDERATED HERMES, INC. | 181,670 | +30,601 | $33.7M | +$6.8M | 20.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 174,787 | +30,568 | $32.4M | +$6.8M | 21.2% |
| TRIGLAV INVESTMENTS, D.O.O. | 47,166 | +35,566 | $8.8M | +$6.7M | 306.6% |
| ALLSTATE CORP | 63,422 | +34,466 | $11.8M | +$6.6M | 119.0% |
| CIBC WORLD MARKET INC. | 305,886 | +24,125 | $56.8M | +$6.6M | 8.6% |
| Allianz SE | 42,397 | +34,287 | $7.9M | +$6.4M | 422.8% |
| Gotham Asset Management, LLC | 170,159 | +27,772 | $31.6M | +$6.2M | 19.5% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 591,681 | +10,048 | $109.8M | +$6.2M | 1.7% |
| STIFEL FINANCIAL CORP | 279,367 | +22,077 | $51.9M | +$6.0M | 8.6% |
| FIL Ltd | 282,899 | +21,528 | $52.5M | +$5.9M | 8.2% |
| Woodline Partners LP | 116,629 | +28,386 | $21.6M | +$5.9M | 32.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 118,681 | +24,591 | $22.0M | +$5.3M | 26.1% |
| ABN AMRO INVESTMENT SOLUTIONS | 80,620 | +26,106 | $15.0M | +$5.3M | 47.9% |
| ASR Vermogensbeheer N.V. | 95,577 | +24,744 | $17.7M | +$5.1M | 34.9% |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 17,200 | +7,200 | $6.9M | +$5.1M | 72.0% |
| B&I Capital AG | 181,840 | +20,400 | $33.8M | +$5.0M | 12.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 265,169 | +16,801 | $49.2M | +$5.0M | 6.8% |
| OSAIC HOLDINGS, INC. | 258,764 | +14,283 | $48.0M | +$4.9M | 5.8% |
| WESTWOOD HOLDINGS GROUP INC | 32,983 | +25,479 | $6.1M | +$4.8M | 339.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 421,743 | +8,549 | $78.3M | +$4.7M | 2.1% |
| BOKF, NA | 33,310 | +24,546 | $6.2M | +$4.6M | 280.1% |
| Prestige Wealth Management Group LLC | 41,106 | +32,380 | $6.1M | +$4.6M | 371.1% |
| Uniplan Investment Counsel, Inc. | 335,736 | +10,960 | $62.3M | +$4.5M | 3.4% |
| Spire Wealth Management | 27,333 | +23,147 | $5.1M | +$4.3M | 553.0% |
| FORSTA AP-FONDEN | 242,600 | +13,800 | $45.0M | +$4.3M | 6.0% |
| Walleye Capital LLC | 38,836 | +22,263 | $7.2M | +$4.3M | 134.3% |
| JONES FINANCIAL COMPANIES LLLP | 131,071 | +16,161 | $24.3M | +$4.2M | 14.1% |
| MML INVESTORS SERVICES, LLC | 63,502 | +19,594 | $11.8M | +$4.0M | 44.6% |
| TRUIST FINANCIAL CORP | 70,074 | +19,100 | $13.0M | +$3.9M | 37.5% |
| Advisors Preferred, LLC | 25,486 | +20,351 | $4.8M | +$3.8M | 396.3% |
| Chevy Chase Trust Holdings, LLC | 350,274 | +6,680 | $65.0M | +$3.8M | 1.9% |
| Metis Global Partners, LLC | 191,852 | +12,775 | $35.6M | +$3.7M | 7.1% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 384,545 | +4,386 | $71.4M | +$3.7M | 1.1% |
| Lansforsakringar Fondforvaltning AB (publ) | 217,934 | +10,849 | $40.5M | +$3.6M | 5.2% |
| Creative Planning | 211,603 | +10,640 | $39.3M | +$3.5M | 5.3% |
| Cerity Partners LLC | 245,423 | +9,095 | $45.6M | +$3.5M | 3.8% |
| Czech National Bank | 180,974 | +11,107 | $33.6M | +$3.3M | 6.5% |
| GRS Advisors, LLC | 145,803 | +12,187 | $27.1M | +$3.3M | 9.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | 346,803 | +3,335 | $64.4M | +$3.2M | 1.0% |
| State of Tennessee, Department of Treasury | 220,752 | +5,092 | $41.6M | +$3.2M | 2.4% |
| ProShare Advisors LLC | 144,239 | +11,529 | $26.8M | +$3.1M | 8.7% |
| Callan Family Office, LLC | 24,507 | +15,685 | $4.5M | +$3.0M | 177.8% |
| CAPITAL FUND MANAGEMENT S.A. | 78,600 | +13,400 | $14.6M | +$3.0M | 20.6% |
| MUFG Securities EMEA plc | 28,136 | +15,334 | $5.2M | +$2.9M | 119.8% |
| Rockefeller Capital Management L.P. | 131,787 | +10,731 | $24.5M | +$2.9M | 8.9% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 116,066 | +11,157 | $21.5M | +$2.9M | 10.6% |
| Investment Management Corp of Ontario | 74,836 | +12,746 | $13.9M | +$2.8M | 20.5% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 190,183 | +7,887 | $35.3M | +$2.8M | 4.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 104,884 | +10,917 | $19.5M | +$2.7M | 11.6% |
| GUGGENHEIM CAPITAL LLC | 166,415 | +7,626 | $30.9M | +$2.6M | 4.8% |
| US BANCORP \DE\ | 62,337 | +11,937 | $11.6M | +$2.6M | 23.7% |
| Crossmark Global Holdings, Inc. | 37,090 | +12,953 | $6.9M | +$2.6M | 53.7% |
| Envestnet Portfolio Solutions, Inc. | 26,283 | +12,437 | $4.9M | +$2.4M | 89.8% |
| PATTON FUND MANAGEMENT, INC. | 33,422 | +11,935 | $6.2M | +$2.4M | 55.5% |
| PNC Financial Services Group, Inc. | 224,453 | +3,293 | $41.7M | +$2.3M | 1.5% |
| XPONANCE, INC. | 111,358 | +7,856 | $20.7M | +$2.2M | 7.6% |
| MIZUHO SECURITIES USA LLC | 49,974 | +1,261 | $10.4M | +$2.2M | 2.6% |
| USS Investment Management Ltd | 118,346 | +6,821 | $22.0M | +$2.1M | 6.1% |
| J. Safra Sarasin Holding AG | 15,833 | +11,060 | $2.9M | +$2.1M | 231.7% |
| Generali Asset Management SPA SGR | 40,792 | +10,011 | $7.6M | +$2.1M | 32.5% |
| Inspire Investing, LLC | 69,259 | +8,218 | $12.9M | +$2.0M | 13.5% |
| Vise Technologies, Inc. | 42,890 | +9,198 | $8.0M | +$2.0M | 27.3% |
| ASSETMARK, INC | 131,066 | +5,488 | $24.3M | +$2.0M | 4.4% |
| Arizona State Retirement System | 192,892 | +1,850 | $35.8M | +$1.8M | 1.0% |
| Vanguard Personalized Indexing Management, LLC | 84,237 | +6,384 | $15.6M | +$1.8M | 8.2% |
| Tidal Investments LLC | 211,419 | +707 | $39.2M | +$1.7M | 0.3% |
| Man Group plc | 49,043 | +7,482 | $9.1M | +$1.7M | 18.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 35,515 | +7,625 | $6.6M | +$1.6M | 27.3% |
| Brookstone Capital Management | 52,177 | +6,818 | $9.7M | +$1.6M | 15.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 128,993 | +3,595 | $23.9M | +$1.6M | 2.9% |
| Corient Private Wealth LLC | 63,829 | +13,677 | $10.5M | +$1.5M | 27.3% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 67,899 | +5,712 | $12.6M | +$1.5M | 9.2% |
| Avanza Fonder AB | 75,615 | +5,156 | $14.0M | +$1.5M | 7.3% |
| Global Retirement Partners, LLC | 12,412 | +7,798 | $2.3M | +$1.5M | 169.0% |
| ABN AMRO Bank N.V. | 107,539 | +3,172 | $19.9M | +$1.4M | 3.0% |
| Pacer Advisors, Inc. | 58,697 | +5,344 | $10.9M | +$1.4M | 10.0% |
| Wealthfront Advisers LLC | 82,248 | +4,313 | $15.3M | +$1.4M | 5.5% |
| NewEdge Wealth, LLC | 216,539 | +8,138 | $40.2M | +$1.4M | 3.9% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 26,882 | +6,442 | $5.0M | +$1.3M | 31.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 38,845 | +5,766 | $7.2M | +$1.3M | 17.4% |
| Transamerica Financial Advisors, LLC | 26,386 | +6,259 | $4.9M | +$1.3M | 31.1% |
| TWO SIGMA ADVISERS, LP | 15,100 | +6,700 | $2.8M | +$1.3M | 79.8% |
| GAM Holding AG | 8,879 | +6,952 | $1.6M | +$1.3M | 360.8% |
| GDS Wealth Management | 67,828 | +4,065 | $12.6M | +$1.2M | 6.4% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 27,288 | +2,129 | $5.1M | +$1.2M | 8.5% |
| Varma Mutual Pension Insurance Co | 137,676 | +900 | $25.6M | +$1.2M | 0.7% |
| Arkadios Wealth Advisors | 25,418 | +5,564 | $4.7M | +$1.2M | 28.0% |
| AZZAD ASSET MANAGEMENT INC /ADV | 32,429 | +5,217 | $6.0M | +$1.2M | 19.2% |
| Siemens Fonds Invest GmbH | 23,782 | +5,235 | $4.5M | +$1.2M | 28.2% |
| HighTower Advisors, LLC | 95,990 | +2,561 | $17.8M | +$1.2M | 2.7% |
| Allspring Global Investments Holdings, LLC | 58,137 | +3,911 | $10.9M | +$1.1M | 7.2% |
| Ethic Inc. | 110,515 | +1,632 | $20.5M | +$1.1M | 1.5% |
| Federation des caisses Desjardins du Quebec | 89,117 | +2,314 | $16.5M | +$1.1M | 2.7% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 99,222 | +1,856 | $18.4M | +$1.1M | 1.9% |
| TD Waterhouse Canada Inc. | 7,392 | +5,562 | $1.4M | +$1.0M | 303.9% |
| QRG CAPITAL MANAGEMENT, INC. | 74,058 | +2,687 | $13.7M | +$1.0M | 3.8% |
| Orion Porfolio Solutions, LLC | 32,575 | +4,386 | $6.0M | +$1.0M | 15.6% |
| Utah Retirement Systems | 111,542 | +998 | $20.7M | +$1.0M | 0.9% |
| AMERICAN NATIONAL BANK & TRUST | 7,071 | +5,189 | $1.3M | +$977.2K | 275.7% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 78,635 | +2,135 | $14.6M | +$967.7K | 2.8% |
| Norinchukin Bank, The | 69,123 | +2,508 | $12.8M | +$963.1K | 3.8% |
| DoubleLine ETF Adviser LP | 41,432 | +3,500 | $7.7M | +$933.0K | 9.2% |
| PEAK6 LLC | 25,226 | +4,051 | $4.7M | +$910.1K | 19.1% |
| GSI Capital Advisors LLC | 89,689 | +1,280 | $16.6M | +$898.0K | 1.4% |
| FIFTH THIRD BANCORP | 87,286 | +1,333 | $16.2M | +$889.5K | 1.6% |
| Vestmark Advisory Solutions, Inc. | 36,607 | +3,406 | $6.8M | +$880.2K | 10.3% |
| OFI INVEST ASSET MANAGEMENT | 13,140 | +4,952 | $2.1M | +$876.5K | 60.5% |
| Hartford Funds Management Co LLC | 13,115 | +4,309 | $2.4M | +$865.8K | 48.9% |
| DLD Asset Management, LP | 65,720 | +1,925 | $12.2M | +$833.8K | 3.0% |
| SteelPeak Wealth, LLC | 21,115 | +3,785 | $3.9M | +$832.0K | 21.8% |
| Atria Investments, Inc | 53,196 | +2,413 | $9.9M | +$827.2K | 4.8% |
| Tower Research Capital LLC (TRC) | 20,085 | +3,792 | $3.7M | +$825.5K | 23.3% |
| GeoWealth Management, LLC | 49,773 | +2,537 | $9.2M | +$823.6K | 5.4% |
| Canada Post Corp Registered Pension Plan | 19,899 | +3,550 | $3.7M | +$812.8K | 21.7% |
| Advisors Asset Management, Inc. | 60,213 | +1,921 | $11.2M | +$792.0K | 3.3% |
| PRINCIPAL SECURITIES, INC. | 14,641 | +3,798 | $2.7M | +$786.0K | 35.0% |
| Aptus Capital Advisors, LLC | 54,276 | +2,128 | $10.1M | +$784.5K | 4.1% |
| Harvest Investment Services, LLC | 15,792 | +3,715 | $2.9M | +$779.8K | 30.8% |
| B. Metzler seel. Sohn & Co. AG | 35,627 | +2,679 | $6.6M | +$743.4K | 8.1% |
| Morangie Management LLC | 10,496 | +3,663 | $1.9M | +$731.0K | 53.6% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 49,354 | +1,974 | $9.2M | +$720.3K | 4.2% |
| Marex Group plc | 7,802 | +3,702 | $1.4M | +$717.8K | 90.3% |
| Fairfield Financial Advisors, LTD | 35,458 | +2,406 | $6.6M | +$693.4K | 7.3% |
| Concurrent Investment Advisors, LLC | 22,422 | +2,922 | $4.2M | +$688.1K | 15.0% |
| NewEdge Advisors, LLC | 18,485 | +3,072 | $3.4M | +$685.3K | 19.9% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 77,152 | +602 | $14.3M | +$683.6K | 0.8% |
| BENJAMIN EDWARDS INC | 16,758 | +3,134 | $3.1M | +$683.4K | 23.0% |
| Merit Financial Group, LLC | 32,117 | +2,470 | $6.0M | +$679.6K | 8.3% |
| Pathstone Holdings, LLC | 48,160 | +1,398 | $8.9M | +$608.6K | 3.0% |
| Independent Advisor Alliance | 14,228 | +2,802 | $2.6M | +$605.4K | 24.5% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 41,425 | +1,600 | $7.7M | +$594.5K | 4.0% |
| Ascent Group, LLC | 24,081 | +2,296 | $4.5M | +$589.0K | 10.5% |
| GTS SECURITIES LLC | 6,168 | +2,949 | $1.1M | +$571.4K | 91.6% |
| BEACON FINANCIAL PLANNING, INC | 30,046 | +1,927 | $5.6M | +$567.6K | 6.8% |
| COMMERCE BANK | 23,482 | +2,178 | $4.4M | +$563.4K | 10.2% |
| HUNTINGTON NATIONAL BANK | 9,849 | +2,705 | $1.8M | +$555.4K | 37.9% |
| &PARTNERS | 31,138 | +1,731 | $5.8M | +$547.3K | 5.9% |
| HARBOR INVESTMENT ADVISORY, LLC | 5,990 | +2,797 | $1.1M | +$543.0K | 87.6% |
| Meeder Advisory Services, Inc. | 17,206 | +2,248 | $3.2M | +$529.0K | 15.0% |
| GRIMES & COMPANY, INC. | 11,658 | +2,476 | $2.2M | +$528.3K | 27.0% |
| JAMES INVESTMENT RESEARCH, INC. | 10,332 | +2,517 | $1.9M | +$525.6K | 32.2% |
| MAI Capital Management | 27,276 | +1,738 | $5.1M | +$513.4K | 6.8% |
| E. Ohman J:or Asset Management AB | 29,185 | +1,591 | $5.4M | +$501.4K | 5.8% |
| AlphaCore Capital LLC | 8,136 | +2,462 | $1.5M | +$499.4K | 43.4% |
| Maryland State Retirement & Pension System | 34,659 | +1,300 | $6.4M | +$490.5K | 3.9% |
| Bleakley Financial Group, LLC | 24,508 | +1,719 | $4.5M | +$489.3K | 7.5% |
| Portfolio Design Labs, LLC | 22,658 | +1,656 | $4.2M | +$464.3K | 7.9% |
| Florida Trust Wealth Management Co | 13,276 | +2,023 | $2.5M | +$459.5K | 18.0% |
| Kestra Advisory Services, LLC | 22,152 | +1,645 | $4.1M | +$458.6K | 8.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 22,845 | +1,583 | $4.2M | +$455.5K | 7.4% |
| Compound Planning, Inc. | 9,132 | +2,122 | $1.7M | +$446.2K | 30.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 16,826,035 | +1,734,922 | $3.1M | +$434.7K | 11.5% |
| Beacon Pointe Advisors, LLC | 10,529 | +1,992 | $2.0M | +$433.6K | 23.3% |
| PROFUND ADVISORS LLC | 10,178 | +1,961 | $1.9M | +$425.4K | 23.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,520 | +2,114 | $1.2M | +$425.3K | 48.0% |
| Vanderbilt University | 44,143 | +534 | $8.2M | +$424.9K | 1.2% |
| WESPAC Advisors SoCal, LLC | 53,123 | +129 | $9.9M | +$419.7K | 0.2% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 22,474 | +1,379 | $4.2M | +$413.5K | 6.5% |
| Private Advisor Group, LLC | 23,421 | +1,314 | $4.3M | +$409.1K | 5.9% |
| Wealthspire Advisors, LLC | 5,420 | +2,068 | $1.0M | +$408.8K | 61.7% |
| Lido Advisors, LLC | 71,555 | +1,129 | $13.0M | +$404.9K | 1.6% |
| World Investment Advisors | 15,723 | +3,427 | $2.6M | +$404.7K | 27.9% |
| YHB Investment Advisors, Inc. | 17,020 | +1,463 | $3.2M | +$387.8K | 9.4% |
| Ninepoint Partners LP | 3,479 | +2,013 | $645.7K | +$384.6K | 137.3% |
| HARTFORD INVESTMENT MANAGEMENT CO | 39,710 | +438 | $7.4M | +$374.7K | 1.1% |
| Farther Finance Advisors, LLC | 10,143 | +1,675 | $1.9M | +$374.2K | 19.8% |
| Aprio Wealth Management, LLC | 3,935 | +1,910 | $730.3K | +$369.6K | 94.3% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 24,158 | +1,029 | $4.5M | +$363.8K | 4.4% |
| GAMMA Investing LLC | 15,266 | +1,394 | $2.8M | +$362.4K | 10.0% |
| CIBC Private Wealth Group LLC | 4,730 | +1,812 | $877.9K | +$358.1K | 62.1% |
| BECK CAPITAL MANAGEMENT, LLC | 33,826 | +546 | $6.3M | +$349.9K | 1.6% |
| Chesley Taft & Associates LLC | 19,165 | +1,117 | $3.6M | +$342.1K | 6.2% |
| ASHTON THOMAS SECURITIES, LLC | 5,219 | +1,663 | $968.7K | +$335.2K | 46.8% |
| May Hill Capital, LLC | 3,134 | +1,703 | $581.7K | +$326.8K | 119.0% |
| Sequoia Financial Advisors, LLC | 19,002 | +958 | $3.5M | +$312.7K | 5.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3,805 | +1,589 | $706.2K | +$311.5K | 71.7% |
| Cresset Asset Management, LLC | 4,864 | +1,479 | $902.7K | +$299.7K | 43.7% |
| BROWN BROTHERS HARRIMAN & CO | 3,997 | +1,489 | $741.9K | +$295.1K | 59.4% |
| Carnegie Investment Counsel | 8,975 | +1,259 | $1.7M | +$291.3K | 16.3% |
| Clearstead Advisors, LLC | 7,371 | +1,304 | $1.4M | +$287.4K | 21.5% |
| SIGNATUREFD, LLC | 13,056 | +1,018 | $2.4M | +$278.9K | 8.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 21,930 | +614 | $4.1M | +$273.2K | 2.9% |
| BAILARD, INC. | 9,899 | +1,079 | $1.8M | +$266.2K | 12.2% |
| Apollon Wealth Management, LLC | 6,748 | +1,171 | $1.3M | +$259.0K | 21.0% |
| PERSONAL CFO SOLUTIONS, LLC | 3,885 | +1,240 | $721.1K | +$249.9K | 46.9% |
| Steward Partners Investment Advisory, LLC | 13,387 | +841 | $2.5M | +$249.9K | 6.7% |
| HB Wealth Management, LLC | 16,711 | +686 | $3.1M | +$247.1K | 4.3% |
| Sound View Wealth Advisors Group, LLC | 16,190 | +664 | $3.0M | +$239.2K | 4.3% |
| Gladstone Institutional Advisory LLC | 22,185 | +342 | $4.1M | +$226.8K | 1.6% |
| EverSource Wealth Advisors, LLC | 6,059 | +1,017 | $1.1M | +$226.4K | 20.2% |
| Nilsine Partners, LLC | 16,976 | +532 | $3.2M | +$221.6K | 3.2% |
| Assenagon Asset Management S.A. | 23,468 | +256 | $4.4M | +$220.9K | 1.1% |
| MUFG SECURITIES AMERICAS INC. | 18,490 | +454 | $3.4M | +$219.0K | 2.5% |
| RITHOLTZ WEALTH MANAGEMENT | 9,197 | +812 | $1.7M | +$213.5K | 9.7% |
| CHILDRESS CAPITAL ADVISORS, LLC | 4,056 | +1,026 | $752.8K | +$213.1K | 33.9% |
| Summit Trail Advisors, LLC | 12,083 | +660 | $2.2M | +$207.8K | 5.8% |
| Facet Wealth, Inc. | 2,483 | +1,080 | $456.7K | +$206.8K | 77.0% |
| FIRST CITIZENS BANK & TRUST CO | 2,519 | +1,054 | $467.6K | +$206.6K | 71.9% |
| Fifth Third Wealth Advisors LLC | 18,500 | +383 | $3.4M | +$206.4K | 2.1% |
| Cambria Investment Management, L.P. | 3,866 | +521 | $717.6K | +$203.3K | 15.6% |
| FIRST HORIZON CORP | 2,636 | +1,019 | $489.3K | +$201.2K | 63.0% |
| Valued Retirements, Inc. | 3,488 | +584 | $647.5K | +$201.1K | 20.1% |
| Advisory Services Network, LLC | 3,360 | +968 | $623.6K | +$197.6K | 40.5% |
| Prosperity Consulting Group, LLC | 3,712 | +940 | $689.0K | +$195.2K | 33.9% |
| Stratos Wealth Partners, LTD. | 6,203 | +829 | $1.2M | +$193.9K | 15.4% |
| Atlantic Union Bankshares Corp | 25,117 | +25 | $4.7M | +$192.1K | 0.1% |
| Prospera Financial Services Inc | 12,416 | +550 | $2.3M | +$190.7K | 4.6% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,030 | +996 | $191.2K | +$185.1K | 2929.4% |
| Snowden Capital Advisors LLC | 10,070 | +611 | $1.9M | +$184.2K | 6.5% |
| Equitable Holdings, Inc. | 6,880 | +680 | $1.3M | +$172.5K | 11.0% |
| DAVENPORT & Co LLC | 7,276 | +661 | $1.4M | +$172.2K | 10.0% |
| Souders Financial Advisors | 3,669 | +811 | $681.1K | +$171.9K | 28.4% |
| Ameritas Advisory Services, LLC | 3,717 | +799 | $689.9K | +$170.2K | 27.4% |
| Essex Financial Services, Inc. | 3,790 | +771 | $703.4K | +$165.7K | 25.5% |
| Savvy Advisors, Inc. | 8,677 | +566 | $1.6M | +$165.5K | 7.0% |
| Parallel Advisors, LLC | 7,111 | +615 | $1.3M | +$162.7K | 9.5% |
| Argentarii, LLC | 21,107 | +5 | $3.9M | +$158.6K | 0.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,032,264 | +819,059 | $191.7K | +$153.7K | 384.2% |
| Simplicity Wealth,LLC | 3,500 | +716 | $649.6K | +$153.7K | 25.7% |
| SIMON QUICK ADVISORS, LLC | 15,356 | +187 | $2.9M | +$148.0K | 1.2% |
| Sage Mountain Advisors LLC | 4,733 | +618 | $878.4K | +$145.4K | 15.0% |
| Smartleaf Asset Management LLC | 7,277 | +338 | $1.4M | +$145.4K | 4.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 6,911 | +510 | $1.3M | +$142.4K | 8.0% |
| Barnes Dennig Private Wealth Management LLC | 789 | +763 | $146.4K | +$141.8K | 2934.6% |
| CreativeOne Wealth, LLC | 14,322 | +194 | $2.7M | +$141.6K | 1.4% |
| QUADRANT CAPITAL GROUP LLC | 15,987 | +109 | $3.0M | +$138.8K | 0.7% |
| FLORIDA FINANCIAL ADVISORS, LLC | 4,570 | +586 | $848.2K | +$138.0K | 14.7% |
| STEPHENS INC /AR/ | 10,018 | +352 | $1.9M | +$137.6K | 3.6% |
| Values First Advisors, Inc. | 6,710 | +481 | $1.2M | +$135.9K | 7.7% |
| B. Riley Wealth Advisors, Inc. | 3,669 | +605 | $681.1K | +$135.3K | 19.7% |
| Gordian Capital Singapore Pte Ltd | 6,100 | +500 | $1.1M | +$134.6K | 8.9% |
| SUMITOMO LIFE INSURANCE CO | 14,791 | +128 | $2.7M | +$133.3K | 0.9% |
| Everhart Financial Group, Inc. | 8,938 | +369 | $1.7M | +$132.5K | 4.3% |
| NORDEN GROUP LLC | 2,073 | +655 | $384.7K | +$132.0K | 46.2% |
| Perigon Wealth Management, LLC | 6,601 | +450 | $1.2M | +$129.5K | 7.3% |
| Wedmont Private Capital | 9,279 | +57 | $1.7M | +$127.3K | 0.6% |
| Prime Capital Investment Advisors, LLC | 6,233 | +443 | $1.2M | +$125.5K | 7.7% |
| Crestwood Advisors Group, LLC | 2,374 | +598 | $440.6K | +$124.2K | 33.7% |
| Phillips Wealth Planners LLC | 2,007 | +541 | $373.3K | +$118.0K | 36.9% |
| FIDELIS CAPITAL PARTNERS, LLC | 5,143 | +446 | $954.6K | +$117.9K | 9.5% |
| SILVER OAK SECURITIES, INCORPORATED | 3,212 | +482 | $603.8K | +$117.5K | 17.6% |
| GWN SECURITIES INC. | 3,209 | +530 | $595.8K | +$116.5K | 19.8% |
| Dorsey & Whitney Trust CO LLC | 5,684 | +410 | $1.1M | +$115.5K | 7.8% |
| BSW Wealth Partners | 6,300 | +372 | $1.2M | +$113.3K | 6.3% |
| GF FUND MANAGEMENT CO. LTD. | 11,082 | +150 | $2.1M | +$109.5K | 1.4% |
| Maia Wealth LLC | 2,123 | +373 | $441.9K | +$107.6K | 21.3% |
| Ballentine Partners, LLC | 10,813 | +150 | $2.0M | +$107.5K | 1.4% |
| Turtle Creek Wealth Advisors, LLC | 3,488 | +455 | $647.4K | +$107.1K | 15.0% |
| Koshinski Asset Management, Inc. | 3,375 | +452 | $626.4K | +$105.7K | 15.5% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 6,357 | +308 | $1.2M | +$102.4K | 5.1% |
| GREENLEAF TRUST | 9,805 | +161 | $1.8M | +$101.9K | 1.7% |
| Sowell Financial Services LLC | 1,732 | +478 | $321.5K | +$98.1K | 38.1% |
| DENALI ADVISORS LLC | 9,366 | +151 | $1.7M | +$96.9K | 1.6% |
| Texas Yale Capital Corp. | 6,265 | +263 | $1.2M | +$93.5K | 4.4% |
| Gallagher Fiduciary Advisors, LLC | 6,540 | +243 | $1.2M | +$92.2K | 3.9% |
| Warwick Investment Management, Inc. | 3,155 | +385 | $585.6K | +$92.2K | 13.9% |
| Quarry LP | 671 | +486 | $124.5K | +$91.6K | 262.7% |
| Frank, Rimerman Advisors LLC | 9,873 | +99 | $1.8M | +$91.4K | 1.0% |
| PFG Investments, LLC | 8,122 | +172 | $1.5M | +$91.3K | 2.2% |
| SPIREPOINT PRIVATE CLIENT, LLC | 3,235 | +377 | $600.4K | +$91.3K | 13.2% |
| Western Wealth Management, LLC | 2,332 | +412 | $432.8K | +$90.8K | 21.4% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 3,550 | +360 | $658.9K | +$90.6K | 11.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 2,004 | +413 | $372.0K | +$88.5K | 25.9% |
| Mount Lucas Management LP | 11,396 | +14 | $2.1M | +$87.6K | 0.1% |
| WPG Advisers, LLC | 643 | +452 | $119.3K | +$85.3K | 236.6% |
| Welch Group, LLC | 10,731 | +28 | $2.0M | +$85.1K | 0.3% |
| Highview Capital Management LLC/DE/ | 7,584 | +154 | $1.4M | +$84.1K | 2.1% |
| Purkiss Capital Advisors LLC | 7,347 | +160 | $1.4M | +$83.3K | 2.2% |
| HBK Sorce Advisory LLC | 3,384 | +20 | $662.9K | +$83.2K | 0.6% |
| L2 Asset Management, LLC | 3,459 | +314 | $642.0K | +$81.8K | 10.0% |
| Apella Capital, LLC | 5,777 | +19 | $1.1M | +$81.4K | 0.3% |
| AA Financial Advisors, LLC | 3,838 | +289 | $712.4K | +$80.2K | 8.1% |
| PDS Planning, Inc | 4,578 | +252 | $849.7K | +$79.1K | 5.8% |
| Valeo Financial Advisors, LLC | 4,765 | +230 | $884.5K | +$76.6K | 5.1% |
| AE Wealth Management LLC | 3,471 | +283 | $644.2K | +$76.4K | 8.9% |
| Summit Financial, LLC | 6,082 | +168 | $1.1M | +$75.3K | 2.8% |
| MATHER GROUP, LLC. | 2,677 | +300 | $496.8K | +$73.3K | 12.6% |
| Continuum Advisory, LLC | 6,084 | +152 | $1.1M | +$72.6K | 2.6% |
| Keystone Financial Group | 3,165 | +255 | $587.5K | +$69.1K | 8.8% |
| XML Financial, LLC | 1,652 | +318 | $306.7K | +$69.0K | 23.8% |
| NBC SECURITIES, INC. | 1,003 | +337 | $186.2K | +$67.5K | 50.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 6,532 | +105 | $1.2M | +$67.4K | 1.6% |
| Qtron Investments LLC | 6,057 | +121 | $1.1M | +$66.8K | 2.0% |
| WHITTIER TRUST CO OF NEVADA INC | 4,105 | +130 | $762.1K | +$66.4K | 3.3% |
| CoreCap Advisors, LLC | 3,615 | +214 | $671.0K | +$65.1K | 6.3% |
| CWA Asset Management Group, LLC | 2,424 | +255 | $450.0K | +$63.5K | 11.8% |
| QVR LLC | 1,900 | +272 | $352.7K | +$62.6K | 16.7% |
| SATURNA CAPITAL CORP | 6,360 | +80 | $1.2M | +$61.8K | 1.3% |
| QTR Family Wealth, LLC | 2,587 | +14 | $519.5K | +$61.1K | 0.5% |
| GREAT LAKES ADVISORS, LLC | 6,912 | +44 | $1.3M | +$59.5K | 0.6% |
| Wealthcare Advisory Partners LLC | 1,882 | +253 | $349.4K | +$59.2K | 15.5% |
| RiverFront Investment Group, LLC | 6,409 | +63 | $1.2M | +$59.1K | 1.0% |
| Capital Advisors Wealth Management, LLC | 2,131 | +239 | $395.6K | +$58.6K | 12.6% |
| Wealth Architects, LLC | 6,939 | +33 | $1.3M | +$57.7K | 0.5% |
| Munich Reinsurance Co Stock Corp in Munich | 1,238 | +252 | $232.7K | +$57.1K | 25.6% |
| JACKSON SQUARE CAPITAL, LLC | 5,027 | +109 | $933.1K | +$57.0K | 2.2% |
| KINGSWOOD WEALTH ADVISORS, LLC | 6,604 | +39 | $1.2M | +$56.3K | 0.6% |
| PETTYJOHN, WOOD & WHITE, INC | 3,374 | +174 | $626.2K | +$56.2K | 5.4% |
| CHICAGO TRUST Co NA | 2,572 | +207 | $477.4K | +$56.1K | 8.8% |
| Stiles Financial Services Inc | 7,240 | +11 | $1.3M | +$56.1K | 0.1% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,351 | +216 | $436.4K | +$56.0K | 10.1% |
| Moss Adams Wealth Advisors LLC | 1,888 | +229 | $350.5K | +$54.9K | 13.8% |
| Quent Capital, LLC | 1,554 | +242 | $288.4K | +$54.7K | 18.4% |
| GM Advisory Group, LLC | 2,312 | +210 | $429.1K | +$54.7K | 10.0% |
| Ameritas Investment Partners, Inc. | 6,143 | +47 | $1.1M | +$54.3K | 0.8% |
| Quotient Wealth Partners, LLC | 2,660 | +188 | $493.7K | +$53.3K | 7.6% |
| Hardy Reed LLC | 2,000 | +210 | $371.1K | +$52.3K | 11.7% |
| PRIVATE TRUST CO NA | 1,190 | +242 | $220.9K | +$52.0K | 25.5% |
| Miracle Mile Advisors, LLC | 2,510 | +186 | $465.9K | +$51.9K | 8.0% |
| MassMutual Private Wealth & Trust, FSB | 3,174 | +156 | $589.1K | +$51.5K | 5.2% |
| Busey Bank | 5,795 | +44 | $1.1M | +$51.1K | 0.8% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,408 | +184 | $446.9K | +$50.8K | 8.3% |
| CONNING INC. | 3,467 | +136 | $643.5K | +$50.1K | 4.1% |
| Golden State Equity Partners | 2,537 | +174 | $470.9K | +$49.9K | 7.4% |
| Joel Isaacson & Co., LLC | 4,480 | +83 | $831.5K | +$48.3K | 1.9% |
| River Street Advisors LLC | 3,843 | +103 | $713.3K | +$47.1K | 2.8% |
| Advisor OS, LLC | 2,409 | +163 | $447.2K | +$47.0K | 7.3% |
| J.W. COLE ADVISORS, INC. | 11,784 | +135 | $2.1M | +$47.0K | 1.1% |
| Premier Path Wealth Partners, LLC | 4,629 | +67 | $859.1K | +$46.4K | 1.5% |
| SYON CAPITAL LLC | 5,477 | +25 | $1.0M | +$45.4K | 0.5% |
| Glenview Trust co | 3,900 | +88 | $723.9K | +$44.8K | 2.3% |
| Larson Financial Group LLC | 2,181 | +158 | $404.9K | +$44.6K | 7.8% |
| ALPS ADVISORS INC | 2,670 | +135 | $495.6K | +$44.0K | 5.3% |
| LAZARD ASSET MANAGEMENT LLC | 2,276 | +151 | $422.4K | +$43.9K | 7.1% |
| RICHARDSON FINANCIAL SERVICES INC. | 257 | +230 | $47.7K | +$42.9K | 851.9% |
| Cornerstone Planning Group LLC | 243 | +149 | $44.7K | +$42.3K | 158.5% |
| Triad Wealth Partners, LLC | 2,370 | +135 | $439.9K | +$41.8K | 6.0% |
| SJS Investment Consulting Inc. | 5,072 | +19 | $941.5K | +$41.4K | 0.4% |
| CATALYST FINANCIAL PARTNERS LLC | 2,243 | +136 | $416.3K | +$41.0K | 6.5% |
| Argent Advisors, Inc. | 1,384 | +170 | $256.9K | +$40.6K | 14.0% |
| IHT Wealth Management, LLC | 4,424 | +42 | $821.3K | +$40.5K | 0.9% |
| Pinnacle Wealth Planning Services, Inc. | 4,362 | +43 | $809.6K | +$40.2K | 1.0% |
| Hilltop Holdings Inc. | 3,088 | +89 | $573.0K | +$38.7K | 3.0% |
| MOODY NATIONAL BANK TRUST DIVISION | 1,688 | +143 | $313.3K | +$38.1K | 9.3% |
| Soltis Investment Advisors LLC | 1,701 | +143 | $315.7K | +$38.1K | 9.2% |
| Resonant Capital Advisors, LLC | 2,386 | +109 | $442.9K | +$37.2K | 4.8% |
| Core Wealth Partners LLC | 1,284 | +155 | $238.3K | +$37.2K | 13.7% |
| TRUST CO OF VERMONT | 699 | +177 | $129.7K | +$36.8K | 33.9% |
| Capital Investment Advisory Services, LLC | 1,641 | +135 | $304.6K | +$36.3K | 9.0% |
| Howard Capital Management Inc. | 4,269 | +22 | $792.3K | +$35.9K | 0.5% |
| CYBER HORNET ETFs LLC | 1,707 | +125 | $316.8K | +$35.0K | 7.9% |
| FIRST AMERICAN TRUST, FSB | 4,522 | +7 | $839.4K | +$35.0K | 0.1% |
| Fairtree Asset Management (Pty) Ltd | 4,291 | +16 | $796.5K | +$34.9K | 0.4% |
| Fisher Asset Management, LLC | 1,710 | +123 | $317.4K | +$34.7K | 7.8% |
| Southland Equity Partners LLC | 3,947 | +29 | $732.6K | +$34.6K | 0.7% |
| Avidian Wealth Enterprises, LLC | 1,690 | +123 | $313.7K | +$34.5K | 7.8% |
| Cullen/Frost Bankers, Inc. | 592 | +168 | $109.8K | +$34.2K | 39.6% |
| Cyndeo Wealth Partners, LLC | 1,392 | +131 | $258.4K | +$33.7K | 10.4% |
| Advisors Capital Management, LLC | 1,636 | +118 | $303.8K | +$33.3K | 7.8% |
| STRATEGY ASSET MANAGERS LLC | 3,480 | +37 | $645.9K | +$32.5K | 1.1% |
| FSM Wealth Advisors, LLC | 1,766 | +104 | $327.7K | +$31.7K | 6.3% |
| BROADWATER CAPITAL MANAGEMENT LLC | 32,346 | +30,746 | $242.5K | +$30.9K | 1921.6% |
| PARK NATIONAL CORP /OH/ | 1,290 | +118 | $239.4K | +$30.7K | 10.1% |
| Stonebridge Financial Group, LLC | 3,497 | +23 | $649.1K | +$30.2K | 0.7% |
| Annis Gardner Whiting Capital Advisors, LLC | 1,203 | +115 | $223.3K | +$29.5K | 10.6% |
| Cooper Financial Group | 1,361 | +107 | $252.6K | +$29.2K | 8.5% |
| Cornerstone Wealth Group, LLC | 1,632 | +95 | $302.9K | +$29.2K | 6.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,807 | +4 | $706.1K | +$28.9K | 0.1% |
| EASTERN BANK | 631 | +131 | $117.1K | +$28.1K | 26.2% |
| Covenant Asset Management, LLC | 2,701 | +42 | $501.3K | +$27.7K | 1.6% |
| Wakefield Asset Management LLLP | 2,777 | +37 | $515.4K | +$27.3K | 1.4% |
| FOUNDERS FINANCIAL SECURITIES LLC | 1,564 | +87 | $290.2K | +$27.1K | 5.9% |
| FAMILY WEALTH PARTNERS, LLC | 3,567 | +2 | $662.1K | +$27.0K | 0.1% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 3,553 | +2 | $659.5K | +$26.9K | 0.1% |
| 44 WEALTH MANAGEMENT LLC | 2,557 | +43 | $474.6K | +$26.8K | 1.7% |
| 111 Capital | 1,317 | +94 | $244.4K | +$26.6K | 7.7% |
| NATIXIS ADVISORS, LLC | 791,122 | +115,849 | $146.8K | +$26.5K | 17.1% |
| TD PRIVATE CLIENT WEALTH LLC | 3,189 | +15 | $591.9K | +$26.5K | 0.5% |
| LAKE STREET PRIVATE WEALTH, LLC | 3,443 | +3 | $639.0K | +$26.2K | 0.1% |
| Valmark Advisers, Inc. | 2,995 | +16 | $555.9K | +$25.2K | 0.5% |
| Sovran Advisors, LLC | 1,404 | +78 | $264.2K | +$24.4K | 5.9% |
| Whipplewood Advisors, LLC | 2,727 | +21 | $506.2K | +$24.1K | 0.8% |
| Turning Point Benefit Group, Inc. | 817 | +106 | $151.6K | +$24.1K | 14.9% |
| Bridgewater Advisors Inc. | 1,779 | +135 | $312.7K | +$23.6K | 8.2% |
| Parkside Financial Bank & Trust | 1,977 | +49 | $367.0K | +$23.5K | 2.5% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 1,659 | +59 | $307.9K | +$22.9K | 3.7% |
| MJT & Associates Financial Advisory Group, Inc. | 228 | +114 | $42.3K | +$22.0K | 100.0% |
| KCM INVESTMENT ADVISORS LLC | 1,678 | +52 | $311.5K | +$21.8K | 3.2% |
| Werba Rubin Papier Wealth Management | 1,450 | +58 | $269.2K | +$21.2K | 4.2% |
| HOLDERNESS INVESTMENTS CO | 1,237 | +60 | $229.6K | +$19.9K | 5.1% |
| Sentinus, LLC | 2,255 | +17 | $418.6K | +$19.9K | 0.8% |
| WEALTH ALLIANCE, LLC | 2,058 | +25 | $381.9K | +$19.8K | 1.2% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2,095 | +23 | $388.9K | +$19.7K | 1.1% |
| Bell Investment Advisors, Inc | 386 | +93 | $71.6K | +$19.4K | 31.7% |
| DAYMARK WEALTH PARTNERS, LLC | 1,835 | +32 | $340.6K | +$19.4K | 1.8% |
| Hudock, Inc. | 2,496 | +4 | $463.4K | +$19.3K | 0.2% |
| Princeton Global Asset Management LLC | 1,064 | +63 | $197.5K | +$19.2K | 6.3% |
| Modera Wealth Management, LLC | 1,837 | +30 | $340.9K | +$19.1K | 1.7% |
| ANGELES WEALTH MANAGEMENT, LLC | 1,870 | +28 | $347.1K | +$19.0K | 1.5% |
| IFG Advisory, LLC | 2,491 | +2 | $462.3K | +$18.9K | 0.1% |
| ROTHSCHILD INVESTMENT LLC | 1,653 | +36 | $306.9K | +$18.8K | 2.2% |
| AGH Wealth Advisors, LLC | 2,302 | +8 | $427.3K | +$18.6K | 0.3% |
| Salomon & Ludwin, LLC | 419 | +83 | $77.4K | +$18.6K | 24.7% |
| SHELTON WEALTH MANAGEMENT, LLC | 2,201 | +8 | $408.5K | +$17.9K | 0.4% |
| AdvisorNet Financial, Inc | 1,460 | +37 | $271.0K | +$17.5K | 2.6% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1,432 | +37 | $265.8K | +$17.3K | 2.6% |
| LIBERTY WEALTH MANAGEMENT LLC | 1,616 | +27 | $299.9K | +$16.9K | 1.7% |
| Discipline Wealth Solutions, LLC | 1,931 | +11 | $358.4K | +$16.4K | 0.6% |
| Evanson Asset Management, LLC | 2,010 | +7 | $373.1K | +$16.2K | 0.3% |
| Foster Group, Inc. | 1,910 | +10 | $354.5K | +$16.0K | 0.5% |
| Stonebrook Private Inc. | 1,579 | +24 | $293.1K | +$16.0K | 1.5% |
| Cardano Risk Management B.V. | 9,513,540 | +8,612,016 | $176.6K | +$16.0K | 955.3% |
| Rossby Financial, LCC | 112 | +82 | $20.8K | +$15.4K | 273.3% |
| Prudent Man Advisors, LLC | 1,877 | +7 | $348.4K | +$15.3K | 0.4% |
| COMMONS CAPITAL, LLC | 1,950 | +4 | $361.9K | +$15.2K | 0.2% |
| Allen Capital Group, LLC | 1,220 | +34 | $226.4K | +$15.2K | 2.9% |
| Morse Asset Management, Inc | 211 | +76 | $39.2K | +$15.1K | 56.3% |
| Prosperity Financial Group, Inc. | 1,948 | +1 | $361.6K | +$14.7K | 0.1% |
| Verdence Capital Advisors LLC | 1,385 | +56 | $257.1K | +$14.4K | 4.2% |
| SMITH, MOORE & CO. | 1,875 | +3 | $348.0K | +$14.4K | 0.2% |
| Fourth Dimension Wealth, LLC | 1,771 | +6 | $328.7K | +$14.3K | 0.3% |
| HARMONY ASSET MANAGEMENT LLC | 1,368 | +17 | $253.9K | +$13.2K | 1.3% |
| Keebeck Wealth Management | 1,187 | +24 | $220.3K | +$13.1K | 2.1% |
| CAHILL FINANCIAL ADVISORS INC | 1,719 | +1 | $319.0K | +$13.0K | 0.1% |
| CERTUITY, LLC | 1,506 | +8 | $279.7K | +$12.8K | 0.5% |
| Chicago Partners Investment Group LLC | 1,777 | +30 | $326.4K | +$12.5K | 1.7% |
| Tradition Wealth Management, LLC | 1,144 | +21 | $212.3K | +$12.3K | 1.9% |
| Challenger Wealth Management | 1,502 | +6 | $278.8K | +$12.2K | 0.4% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 1,445 | +6 | $268.2K | +$11.7K | 0.4% |
| Independence Bank of Kentucky | 496 | +45 | $92.1K | +$11.7K | 10.0% |
| Marquette Asset Management, LLC | 153 | +59 | $28.4K | +$11.7K | 62.8% |
| SCOTIA CAPITAL INC. | 1,245 | +13 | $231.0K | +$11.5K | 1.1% |
| Revolve Wealth Partners, LLC | 1,430 | +4 | $265.4K | +$11.4K | 0.3% |
| Manchester Capital Management LLC | 563 | +40 | $104.5K | +$11.3K | 7.6% |
| MCF Advisors LLC | 562 | +39 | $104.3K | +$11.1K | 7.5% |
| Old Port Advisors | 1,247 | +9 | $231.5K | +$10.9K | 0.7% |
| Drucker Wealth 3.0, LLC | 1,335 | +5 | $247.7K | +$10.7K | 0.4% |
| Stonebridge Capital Advisors LLC | 1,390 | +2 | $258.0K | +$10.7K | 0.1% |
| Aspire Private Capital, LLC | 1,356 | +2 | $251.6K | +$10.4K | 0.1% |
| Focused Wealth Management, Inc | 1,361 | +1 | $252.6K | +$10.4K | 0.1% |
| Physician Wealth Advisors, Inc. | 818 | +17 | $151.9K | +$9.2K | 2.1% |
| CVA Family Office, LLC | 793 | +17 | $147.2K | +$9.0K | 2.2% |
| Family Capital Trust Co | 931 | +11 | $172.8K | +$8.9K | 1.2% |
| WEST MICHIGAN ADVISORS, LLC | 1,162 | +1 | $215.7K | +$8.9K | 0.1% |
| High Note Wealth, LLC | 134 | +43 | $24.9K | +$8.7K | 47.3% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1,103 | +2 | $204.7K | +$8.6K | 0.2% |
| Sunbelt Securities, Inc. | 244 | +38 | $45.2K | +$8.5K | 18.4% |
| ORG Partners LLC | 680 | +18 | $126.2K | +$8.3K | 2.7% |
| North Star Investment Management Corp. | 961 | +5 | $178.3K | +$8.0K | 0.5% |
| Dunhill Financial, LLC | 223 | +36 | $41.4K | +$8.0K | 19.3% |
| Central Pacific Bank - Trust Division | 160 | +35 | $29.7K | +$7.4K | 28.0% |
| Root Financial Partners, LLC | 151 | +33 | $28.0K | +$7.0K | 28.0% |
| VAN ECK ASSOCIATES CORP | 382,195 | +23,102 | $70.9K | +$7.0K | 6.4% |
| EVERMAY WEALTH MANAGEMENT LLC | 137 | +32 | $25.4K | +$6.7K | 30.5% |
| Thrivent Financial for Lutherans | 151,666 | +30,939 | $28.2K | +$6.7K | 25.6% |
| IMA Advisory Services, Inc. | 135 | +28 | $25.1K | +$6.0K | 26.2% |
| SouthState Corp | 85 | +29 | $15.8K | +$5.8K | 51.8% |
| ELEVATION WEALTH PARTNERS, LLC | 51 | +27 | $9.5K | +$5.2K | 112.5% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 475,523 | +8,964 | $88.3K | +$5.1K | 1.9% |
| Wiser Advisor Group LLC | 657 | +1 | $121.9K | +$5.0K | 0.1% |
| First Command Advisory Services, Inc. | 223 | +18 | $41.4K | +$4.9K | 8.8% |
| Reyes Financial Architecture, Inc. | 101 | +23 | $18.7K | +$4.9K | 29.5% |
| State of Alaska, Department of Revenue | 408,406 | +9,115 | $75.8K | +$4.7K | 2.3% |
| HighMark Wealth Management LLC | 53 | +24 | $9.8K | +$4.7K | 82.8% |
| Nemes Rush Group LLC | 168 | +19 | $31.2K | +$4.6K | 12.8% |
| Krilogy Financial LLC | 2,035 | +5 | $373.7K | -$4.6K | 0.2% |
| MASECO LLP | 46 | +24 | $8.5K | +$4.5K | 109.1% |
| BIRCHBROOK, INC. | 80 | +21 | $14.9K | +$4.4K | 35.6% |
| Smallwood Wealth Investment Management, LLC | 207 | +12 | $38.4K | +$3.7K | 6.2% |
| HIGHLINE WEALTH PARTNERS LLC | 155 | +12 | $28.8K | +$3.3K | 8.4% |
| Atlantic Edge Private Wealth Management, LLC | 186 | +10 | $34.5K | +$3.2K | 5.7% |
| Handelsbanken Fonder AB | 315,597 | +3,884 | $58.6K | +$3.0K | 1.2% |
| Wealth Preservation Advisors, LLC | 181 | +9 | $33.6K | +$3.0K | 5.2% |
| Collier Financial | 302 | +1 | $56.1K | +$2.5K | 0.3% |
| Grove Bank & Trust | 215 | +3 | $39.9K | +$2.1K | 1.4% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 62 | +9 | $11.6K | +$2.1K | 17.0% |
| Aspect Partners, LLC | 64 | +8 | $11.9K | +$1.9K | 14.3% |
| Howard Hughes Medical Institute | 147 | +4 | $27.3K | +$1.8K | 2.8% |
| NBT BANK N A /NY | 238 | +8 | $36.5K | +$1.6K | 3.5% |
| IMG Wealth Management, Inc. | 32 | +7 | $5.9K | +$1.5K | 28.0% |
| Wealth Watch Advisors, INC | 22 | +7 | $4.1K | +$1.4K | 46.7% |
| American Capital Advisory, LLC | 18 | +7 | $3.3K | +$1.4K | 63.6% |
| APPLETON PARTNERS INC/MA | 92,966 | +3,386 | $17.3K | +$1.3K | 3.8% |
| Janney Montgomery Scott LLC | 77,095 | +3,845 | $14.3K | +$1.3K | 5.2% |
| BESSEMER GROUP INC | 13,909 | +5,389 | $2.6K | +$1.1K | 63.3% |
| PARK AVENUE SECURITIES LLC | 22,788 | +4,423 | $4.2K | +$958 | 24.1% |
| Atlantic Private Wealth, LLC | 29 | +4 | $5.4K | +$949 | 16.0% |
| VISION FINANCIAL MARKETS LLC | 111 | +1 | $20.5K | +$896 | 0.9% |
| Cambridge Investment Research Advisors, Inc. | 35,831 | +3,235 | $6.7K | +$844 | 9.9% |
| HORIZON FINANCIAL SERVICES, LLC | 17 | +4 | $3.2K | +$839 | 30.8% |
| Winch Advisory Services, LLC | 95 | +1 | $17.5K | +$768 | 1.1% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 86,211 | +312 | $16.0K | +$700 | 0.4% |
| Quantitative Investment Management, LLC | 7,869 | +3,069 | $1.5K | +$605 | 63.9% |
| Harvest Fund Management Co., Ltd | 20,873 | +3,251 | $3.4K | +$603 | 18.4% |
| Stone House Investment Management, LLC | 5 | +2 | $928 | +$394 | 66.7% |
| CENTAURUS FINANCIAL, INC. | 14,946 | +1,325 | $2.8K | +$348 | 9.7% |
| Quaker Wealth Management, LLC | 15 | +1 | $2.8K | +$291 | 7.1% |
| Gulf International Bank (UK) Ltd | 33,976 | +56 | $6.3K | +$263 | 0.2% |
| HARBOR CAPITAL ADVISORS, INC. | 757 | +599 | $141 | +$113 | 379.1% |
| Covestor Ltd | 711 | +466 | $132 | +$88 | 190.2% |
| LaSalle St. Investment Advisors, LLC | 2,328 | +288 | $432 | +$69 | 14.1% |
| CX Institutional | 3,499 | +231 | $650 | +$68 | 7.1% |
| WEDBUSH SECURITIES INC | 2,621 | +257 | $486 | +$65 | 10.9% |
| CIGNA INVESTMENTS INC /NEW | 6,608 | +90 | $1.2K | +$65 | 1.4% |
| NATURAL INVESTMENTS, LLC | 1,646 | +236 | $305 | +$54 | 16.7% |
| Smithfield Trust Co | 121 | +55 | $22 | +$10 | 83.3% |
| GW&K Investment Management, LLC | 392 | +32 | $73 | +$9 | 8.9% |
| Capital Advisors, Ltd. LLC | 328 | +34 | $61 | +$9 | 11.6% |
| VALLEY NATIONAL ADVISERS INC | 512 | +2 | $95 | +$5 | 0.4% |