13F QoQ Ownership Changes
WRB-PH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 137 new · 310 added · 487 reduced · 123 exited
New Positions(137)
Added To(310)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 37,033,581 | +309,828 | $2.60B | -$217.0M | 0.8% |
| NORGES BANK | 6,214,380 | +1,285,624 | $435.8M | +$156.1M | 26.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,219,902 | +2,213,679 | $155.7M | +$155.2M | 35572.5% |
| BlackRock, Inc. | 25,060,489 | +285,719 | $1.76B | -$141.0M | 1.1% |
| GOLDMAN SACHS GROUP INC | 2,754,383 | +1,140,349 | $193.1M | +$69.5M | 70.7% |
| FMR LLC | 1,269,533 | +980,906 | $89.0M | +$66.9M | 339.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,348,791 | +4,536 | $587.0M | -$53.3M | 0.1% |
| UBS Group AG | 3,505,867 | +906,100 | $245.8M | +$46.6M | 34.9% |
| Invesco Ltd. | 4,913,337 | +20,538 | $344.5M | -$30.4M | 0.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,038,877 | +469,451 | $72.8M | +$29.2M | 82.4% |
| Caisse de depot et placement du Quebec | 685,153 | +367,209 | $48.0M | +$23.7M | 115.5% |
| Bank of New York Mellon Corp | 2,201,848 | +466,501 | $154.4M | +$21.4M | 26.9% |
| Cerity Partners LLC | 747,731 | +316,842 | $52.4M | +$19.4M | 73.5% |
| WELLS FARGO & COMPANY/MN | 3,990,309 | +85,165 | $279.8M | -$19.4M | 2.2% |
| BANK OF NOVA SCOTIA | 343,803 | +242,919 | $24.1M | +$16.4M | 240.8% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 2,790,374 | +26,726 | $195.7M | -$16.1M | 1.0% |
| Amundi | 804,001 | +218,946 | $56.4M | +$11.3M | 37.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,876,963 | +19,073 | $131.6M | -$10.7M | 1.0% |
| BARCLAYS PLC | 1,376,318 | +183,646 | $101.1M | +$9.7M | 15.4% |
| Squarepoint Ops LLC | 139,187 | +131,195 | $9.8M | +$9.1M | 1641.6% |
| Russell Investments Group, Ltd. | 463,568 | +149,863 | $32.6M | +$8.5M | 47.8% |
| CITIGROUP INC | 536,374 | +141,338 | $37.6M | +$7.3M | 35.8% |
| FRANKLIN RESOURCES INC | 267,094 | +95,634 | $18.7M | +$5.4M | 55.8% |
| AQR CAPITAL MANAGEMENT LLC | 1,729,041 | +80,128 | $121.2M | -$4.9M | 4.8% |
| TUDOR INVESTMENT CORP ET AL | 79,615 | +70,032 | $5.6M | +$4.8M | 730.8% |
| BNP PARIBAS FINANCIAL MARKETS | 581,456 | +107,392 | $40.8M | +$4.4M | 22.6% |
| Andra AP-fonden | 176,500 | +70,500 | $12.4M | +$4.3M | 66.5% |
| IFM Investors Pty Ltd | 57,894 | +2,213 | $4.1K | -$4.2M | 4.0% |
| NATIXIS | 60,116 | +50,933 | $4.2M | +$3.5M | 554.6% |
| Gotham Asset Management, LLC | 281,125 | +69,133 | $19.7M | +$3.5M | 32.6% |
| Mraz, Amerine & Associates, Inc. | 633,285 | +9,076 | $44.4M | -$3.4M | 1.4% |
| Mariner, LLC | 116,967 | +52,239 | $8.2M | +$3.2M | 80.7% |
| Cornerstone Investment Partners, LLC | 1,099,746 | +133,804 | $77.1M | +$3.1M | 13.8% |
| AMERICAN CENTURY COMPANIES INC | 368,310 | +66,901 | $25.8M | +$2.7M | 22.2% |
| CIBC Asset Management Inc | 82,407 | +35,531 | $5.8M | +$2.2M | 75.8% |
| Erste Asset Management GmbH | 111,337 | +33,618 | $7.9M | +$1.9M | 43.3% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 383,530 | +8,771 | $26.9M | -$1.8M | 2.3% |
| Moran Wealth Management, LLC | 172,670 | +37,129 | $12.1M | +$1.7M | 27.4% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 94,162 | +29,529 | $6.6M | +$1.7M | 45.7% |
| Silvercrest Asset Management Group LLC | 279,787 | +2,641 | $19.6M | -$1.6M | 0.9% |
| CI INVESTMENTS INC. | 22,372 | +17,340 | $1.6M | +$1.6M | 344.6% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 234,978 | +474 | $16.5M | -$1.5M | 0.2% |
| BARLOW WEALTH PARTNERS, INC. | 269,657 | +3,952 | $18.5M | -$1.5M | 1.5% |
| Callan Family Office, LLC | 53,268 | +23,779 | $3.7M | +$1.5M | 80.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 634,244 | +41,125 | $44.0M | -$1.5M | 6.9% |
| Faithward Advisors, LLC | 33,095 | +21,473 | $2.3M | +$1.4M | 184.8% |
| STEPHENS INC /AR/ | 274,015 | +5,017 | $19.2M | -$1.4M | 1.9% |
| Curi Capital, LLC | 212,300 | +38 | $14.9M | -$1.4M | 0.0% |
| LPL Financial LLC | 298,409 | +43,129 | $20.9M | +$1.4M | 16.9% |
| Illinois Municipal Retirement Fund | 250,676 | +37,876 | $17.6M | +$1.3M | 17.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 253,401 | +299 | $18.3M | -$1.1M | 0.1% |
| Rockefeller Capital Management L.P. | 282,272 | +38,005 | $19.8M | +$1.1M | 15.6% |
| ALLSTATE CORP | 27,381 | +16,156 | $1.9M | +$1.1M | 143.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 178,525 | +1,557 | $12.5M | -$1.0M | 0.9% |
| NISA INVESTMENT ADVISORS, LLC | 190,976 | +2,721 | $13.4M | -$1.0M | 1.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 192,866 | +3,134 | $13.5M | -$1.0M | 1.6% |
| GABELLI FUNDS LLC | 141,750 | +262 | $9.9M | -$901.3K | 0.2% |
| MACKENZIE FINANCIAL CORP | 76,117 | +17,634 | $5.4M | +$897.5K | 30.1% |
| Resona Asset Management Co.,Ltd. | 138,135 | +570 | $9.7M | -$833.2K | 0.4% |
| Elo Mutual Pension Insurance Co | 56,343 | +15,552 | $4.0M | +$825.4K | 38.1% |
| MEANS INVESTMENT CO., INC. | 126,465 | +2 | $8.9M | -$821.8K | 0.0% |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 128,425 | +202 | $9.0M | -$819.3K | 0.1% |
| MILLENNIUM MANAGEMENT LLC | 35,239 | +13,611 | $2.5M | +$813.8K | 62.9% |
| Concurrent Investment Advisors, LLC | 14,754 | +11,760 | $1.0M | +$805.2K | 392.8% |
| Greenline Partners, LLC | 54,332 | +14,884 | $3.8M | +$787.3K | 37.7% |
| HighTower Advisors, LLC | 125,735 | +838 | $8.8M | -$753.0K | 0.7% |
| Townsend & Associates, Inc | 206,808 | +4,777 | $14.2M | -$750.6K | 2.4% |
| Orion Porfolio Solutions, LLC | 24,689 | +11,870 | $1.7M | +$749.0K | 92.6% |
| Board of the Pension Protection Fund | 24,300 | +11,700 | $1.7M | +$738.5K | 92.8% |
| BURNEY CO/ | 115,250 | +180 | $8.1M | -$735.3K | 0.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,368 | +12,383 | $2.6M | +$705.9K | 49.6% |
| Lido Advisors, LLC | 28,813 | +10,020 | $2.1M | +$699.0K | 53.3% |
| Global Retirement Partners, LLC | 10,843 | +10,009 | $760.3K | +$696.4K | 1200.1% |
| FORSTA AP-FONDEN | 87,650 | +16,500 | $6.1M | +$694.5K | 23.2% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 118,876 | +18,820 | $8.3M | +$669.3K | 18.8% |
| Pacer Advisors, Inc. | 35,525 | +11,400 | $2.5M | +$642.6K | 47.3% |
| BANK OF MONTREAL /CAN/ | 259,946 | +13,684 | $18.2M | -$641.2K | 5.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 168,449 | +24,931 | $11.8M | +$628.4K | 17.4% |
| Empower Advisory Group, LLC | 20,557 | +9,799 | $1.4M | +$617.2K | 91.1% |
| Kestra Advisory Services, LLC | 68,434 | +13,735 | $4.8M | +$607.6K | 25.1% |
| Avanza Fonder AB | 34,117 | +10,810 | $2.4M | +$606.5K | 46.4% |
| ABN AMRO INVESTMENT SOLUTIONS | 12,573 | +8,968 | $881.6K | +$605.4K | 248.8% |
| SteelPeak Wealth, LLC | 54,667 | +12,356 | $3.8M | +$591.4K | 29.2% |
| NOMURA ASSET MANAGEMENT CO LTD | 101,599 | +949 | $7.1M | -$587.7K | 0.9% |
| Lansforsakringar Fondforvaltning AB (publ) | 106,027 | +1,368 | $7.4M | -$584.4K | 1.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 91,654 | +550 | $6.4M | -$553.6K | 0.6% |
| Mirae Asset Global Investments Co., Ltd. | 50,121 | +10,893 | $3.5M | +$508.8K | 27.8% |
| AVIVA PLC | 250,933 | +14,666 | $17.6M | -$507.4K | 6.2% |
| Cetera Investment Advisers | 78,014 | +915 | $5.5M | -$437.1K | 1.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 53,767 | +10,149 | $3.8M | +$428.1K | 23.3% |
| MUFG Securities EMEA plc | 12,298 | +6,563 | $862.3K | +$422.9K | 114.4% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 77,972 | +1,130 | $5.5M | -$420.2K | 1.5% |
| DARK FOREST CAPITAL MANAGEMENT LP | 17,708 | +6,979 | $1.2M | +$419.6K | 65.0% |
| Skandinaviska Enskilda Banken AB (publ) | 81,083 | +1,576 | $5.7M | -$406.3K | 2.0% |
| CITADEL ADVISORS LLC | 155,850 | +18,344 | $10.9M | +$392.5K | 13.3% |
| DNB Asset Management AS | 67,635 | +750 | $4.7M | -$382.2K | 1.1% |
| Candriam S.C.A. | 26,335 | +7,210 | $1.8M | +$381.3K | 37.7% |
| &PARTNERS | 63,951 | +695 | $4.5M | -$357.7K | 1.1% |
| SummitTX Capital, L.P. | 14,262 | +5,783 | $1.0M | +$350.4K | 68.2% |
| Investment Management Corp of Ontario | 20,504 | +6,284 | $1.4M | +$348.2K | 44.2% |
| Fairman Group, LLC | 53,124 | +37 | $3.7M | -$342.5K | 0.1% |
| Pathstone Holdings, LLC | 67,457 | +1,512 | $4.7M | -$322.6K | 2.3% |
| Sequoia Financial Advisors, LLC | 9,301 | +4,928 | $652.2K | +$317.1K | 112.7% |
| DEAN INVESTMENT ASSOCIATES, LLC | 64,210 | +1,363 | $4.5M | -$312.9K | 2.2% |
| TruNorth Capital Management, LLC | 5,240 | +4,469 | $367.4K | +$308.4K | 579.6% |
| Quantinno Capital Management LP | 243,072 | +16,624 | $17.0M | -$306.2K | 7.3% |
| ASSETMARK, INC | 120,337 | +6,229 | $8.4M | -$304.9K | 5.5% |
| Sound View Wealth Advisors Group, LLC | 46,777 | +11 | $3.3M | -$303.2K | 0.0% |
| MATTERN CAPITAL MANAGEMENT, LLC | 106,859 | +5,258 | $7.5M | -$291.7K | 5.2% |
| Tidal Investments LLC | 19,966 | +5,468 | $1.4M | +$289.2K | 37.7% |
| Czech National Bank | 79,162 | +3,059 | $5.6M | -$280.2K | 4.0% |
| USS Investment Management Ltd | 46,445 | +275 | $3.3M | -$279.7K | 0.6% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 49,441 | +7,640 | $3.5M | +$264.0K | 18.3% |
| Brooklyn Investment Group | 8,925 | +4,070 | $631.7K | +$259.8K | 83.8% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 10,720 | +4,009 | $751.7K | +$237.5K | 59.7% |
| Ethic Inc. | 46,174 | +903 | $3.2M | -$231.0K | 2.0% |
| Focus Partners Wealth | 72,260 | +7,869 | $5.1M | +$229.4K | 12.2% |
| Farther Finance Advisors, LLC | 14,685 | +4,141 | $1.0M | +$221.8K | 39.3% |
| Argent Trust Co | 32,892 | +5,637 | $2.3M | +$218.1K | 20.7% |
| Robeco Institutional Asset Management B.V. | 54,408 | +1,804 | $3.8M | -$215.4K | 3.4% |
| GAMCO INVESTORS, INC. ET AL | 92,555 | +5,065 | $6.5M | -$213.5K | 5.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 34,400 | +200 | $2.4M | -$208.3K | 0.6% |
| Impact Partnership Wealth, LLC | 15,132 | +3,998 | $1.1M | +$208.0K | 35.9% |
| World Investment Advisors | 6,730 | +463 | $279.7K | -$200.5K | 7.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 36,494 | +510 | $2.6M | -$198.1K | 1.4% |
| DANSKE BANK A/S | 508,907 | +40,638 | $35.7M | -$194.2K | 8.7% |
| BROWN BROTHERS HARRIMAN & CO | 11,121 | +3,311 | $779.8K | +$181.4K | 42.4% |
| ProShare Advisors LLC | 64,063 | +3,101 | $4.5M | -$178.8K | 5.1% |
| NEOS Investment Management LLC | 59,618 | +7,378 | $4.2M | +$177.8K | 14.1% |
| XPONANCE, INC. | 50,764 | +2,057 | $3.6M | -$172.4K | 4.2% |
| Applied Capital LLC/FL | 29,675 | +278 | $2.1M | -$171.6K | 0.9% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,343 | +897 | $2.5M | -$167.5K | 2.5% |
| Vest Financial, LLC | 86,883 | +5,236 | $6.1M | -$163.6K | 6.4% |
| Steward Partners Investment Advisory, LLC | 32,219 | +622 | $2.3M | -$161.7K | 2.0% |
| BROWN ADVISORY INC | 10,944 | +3,026 | $767.4K | +$160.7K | 38.2% |
| SCOTIA CAPITAL INC. | 37,802 | +1,115 | $2.7M | -$160.4K | 3.0% |
| Financial Strategies Group, Inc. | 129,046 | +5,395 | $9.0M | +$156.3K | 4.4% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 24,303 | +127 | $1.7M | -$148.2K | 0.5% |
| Dean Capital Management | 33,170 | +1,013 | $2.3M | -$138.0K | 3.1% |
| Granite Bay Wealth Management, LLC | 26,210 | +5,000 | $1.5M | -$135.0K | 23.6% |
| Elgethun Capital Management | 24,069 | +2 | $1.7M | -$133.5K | 0.0% |
| MIZUHO SECURITIES USA LLC | 21,860 | +36 | $1.7M | +$133.4K | 0.2% |
| Vise Technologies, Inc. | 13,885 | +2,915 | $973.6K | +$133.1K | 26.6% |
| Beacon Pointe Advisors, LLC | 26,181 | +490 | $1.8M | -$132.6K | 1.9% |
| Sage Capital Advisors,llc | 20,514 | +39 | $1.4M | -$130.4K | 0.2% |
| Empire Financial Management Company, LLC | 22,158 | +215 | $1.6M | -$127.5K | 1.0% |
| Baird Financial Group, Inc. | 10,867 | +2,580 | $762.0K | +$127.1K | 31.1% |
| Tower Research Capital LLC (TRC) | 7,161 | +2,249 | $502.1K | +$125.8K | 45.8% |
| Horizon Investments, LLC | 38,723 | +1,654 | $2.7M | -$125.0K | 4.5% |
| Tredje AP-fonden | 29,140 | +842 | $2.0M | -$124.9K | 3.0% |
| Resonant Capital Advisors, LLC | 19,078 | +35 | $1.3M | -$121.3K | 0.2% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,545 | +1,784 | $178.4K | +$120.1K | 234.4% |
| Equitable Holdings, Inc. | 10,945 | +2,495 | $767.5K | +$120.0K | 29.5% |
| Prestige Wealth Management Group LLC | 1,933 | +1,592 | $132.7K | +$106.5K | 466.9% |
| Simplicity Wealth,LLC | 4,353 | +1,649 | $305.3K | +$98.1K | 61.0% |
| Crossmark Global Holdings, Inc. | 24,706 | +839 | $1.7M | -$96.3K | 3.5% |
| Nicholson Wealth Management Group, LLC | 24,509 | +3,309 | $1.7M | +$94.2K | 15.6% |
| SeaBridge Investment Advisors LLC | 37,409 | +2,007 | $2.6M | -$89.4K | 5.7% |
| Advisory Alpha, LLC | 12,457 | +2,150 | $873.5K | +$88.3K | 20.9% |
| COMMERCE BANK | 11,806 | +2,141 | $827.8K | +$87.3K | 22.1% |
| Empirical Asset Management, LLC | 10,966 | +2,061 | $768.9K | +$86.6K | 23.1% |
| MACQUARIE GROUP LTD | 38,840 | +4,417 | $2.7M | +$86.0K | 12.8% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 23,929 | +3,108 | $1.7M | +$82.6K | 14.9% |
| Inspire Advisors, LLC | 14,364 | +144 | $1.0M | -$82.3K | 1.0% |
| AE Wealth Management LLC | 7,022 | +1,664 | $492.4K | +$81.8K | 31.1% |
| Ballentine Partners, LLC | 15,564 | +258 | $1.1M | -$81.4K | 1.7% |
| Canada Post Corp Registered Pension Plan | 7,005 | +1,590 | $491.2K | +$79.5K | 29.4% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11,868 | +6 | $832.2K | -$76.7K | 0.1% |
| Dakota Wealth Management | 98,750 | +9,375 | $6.9M | +$76.4K | 10.5% |
| American Trust | 26,381 | +1,256 | $1.8M | -$75.2K | 5.0% |
| Mount Lucas Management LP | 12,503 | +107 | $876.7K | -$73.1K | 0.9% |
| Ashton Thomas Private Wealth, LLC | 12,345 | +112 | $865.6K | -$71.7K | 0.9% |
| Waverly Advisors, LLC | 5,158 | +1,336 | $361.7K | +$68.8K | 35.0% |
| GAMMA Investing LLC | 12,354 | +181 | $866.3K | -$66.4K | 1.5% |
| Stegent Equity Advisors, Inc. | 22,678 | +2,784 | $1.6M | +$65.9K | 14.0% |
| QRG CAPITAL MANAGEMENT, INC. | 37,530 | +2,337 | $2.6M | -$64.9K | 6.6% |
| KEB ASSET MANAGEMENT, LLC | 9,980 | +6 | $699.8K | -$64.4K | 0.1% |
| HB Wealth Management, LLC | 11,722 | +167 | $822.0K | -$63.5K | 1.4% |
| Walleye Trading LLC | 6,400 | +1,362 | $448.8K | +$62.8K | 27.0% |
| GREAT LAKES ADVISORS, LLC | 14,476 | +434 | $1.0M | -$60.9K | 3.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9,593 | +42 | $672.7K | -$59.1K | 0.4% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 43,601 | +2,935 | $3.1M | -$58.5K | 7.2% |
| SPIREPOINT PRIVATE CLIENT, LLC | 5,014 | +1,181 | $351.6K | +$57.9K | 30.8% |
| Prospera Financial Services Inc | 24,850 | +2,833 | $1.7M | +$56.4K | 12.9% |
| BLAIR WILLIAM & CO/IL | 11,171 | +1,676 | $783.3K | +$55.8K | 17.6% |
| JONES FINANCIAL COMPANIES LLLP | 7,502 | +1,310 | $526.1K | +$55.5K | 21.1% |
| Coastal Bridge Advisors, LLC | 10,277 | +154 | $720.6K | -$55.0K | 1.5% |
| OneDigital Investment Advisors LLC | 10,562 | +182 | $740.6K | -$54.7K | 1.8% |
| Essex Financial Services, Inc. | 3,788 | +1,020 | $265.6K | +$53.5K | 36.8% |
| RITHOLTZ WEALTH MANAGEMENT | 8,344 | +13 | $585.1K | -$53.2K | 0.1% |
| M&T Bank Corp | 16,690 | +2,093 | $1.2M | +$52.3K | 14.3% |
| MUFG SECURITIES AMERICAS INC. | 8,088 | +8 | $567.1K | -$52.0K | 0.1% |
| DORVAL Corp | 8,055 | +10 | $564.8K | -$51.6K | 0.1% |
| Fiduciary Alliance LLC | 7,754 | +3 | $543.7K | -$50.2K | 0.0% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9,434 | +170 | $661.5K | -$48.3K | 1.8% |
| Baader Bank Aktiengesellschaft | 9,670 | +290 | $668.7K | -$48.3K | 3.1% |
| CAPITAL FUND MANAGEMENT S.A. | 15,600 | +700 | $1.1M | -$47.8K | 4.7% |
| Williams Jones Wealth Management, LLC. | 10,199 | +249 | $715.2K | -$47.2K | 2.5% |
| New Age Alpha Advisors, LLC | 3,450 | +901 | $241.9K | +$46.6K | 35.3% |
| SYON CAPITAL LLC | 5,038 | +1,026 | $353.3K | +$45.9K | 25.6% |
| STRS OHIO | 6,951 | +12 | $487.4K | -$44.3K | 0.2% |
| Raiffeisen Bank International AG | 864 | +641 | $61.2K | +$44.2K | 287.4% |
| Advyzon Investment Management, LLC | 3,606 | +868 | $252.9K | +$43.1K | 31.7% |
| WEALTH ALLIANCE, LLC | 8,496 | +177 | $595.7K | -$41.7K | 2.1% |
| Carmel Capital Partners, LLC | 7,314 | +80 | $512.9K | -$41.4K | 1.1% |
| IHT Wealth Management, LLC | 7,795 | +136 | $546.6K | -$40.2K | 1.8% |
| QUADRANT CAPITAL GROUP LLC | 6,863 | +66 | $481.2K | -$39.6K | 1.0% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7,100 | +88 | $497.9K | -$39.4K | 1.3% |
| Trueblood Wealth Management, LLC | 11,087 | +1,454 | $777.4K | +$39.3K | 15.1% |
| PRIVATE TRUST CO NA | 6,089 | +17 | $427.0K | -$38.3K | 0.3% |
| Clearstead Advisors, LLC | 1,491 | +618 | $104.6K | +$37.7K | 70.8% |
| Cassaday & Co Wealth Management LLC | 5,851 | +11 | $410.3K | -$37.2K | 0.2% |
| ATTICUS WEALTH MANAGEMENT, LLC | 5,711 | +5 | $400.5K | -$36.7K | 0.1% |
| WEXFORD CAPITAL LP | 5,000 | +900 | $350.6K | +$36.5K | 21.9% |
| STEPH & CO | 2,858 | +707 | $200.4K | +$35.6K | 32.9% |
| Adalta Capital Management LLC | 12,705 | +620 | $890.9K | -$35.1K | 5.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 31,466 | +2,048 | $2.2M | -$34.8K | 7.0% |
| Visionary Wealth Advisors | 6,007 | +70 | $421.2K | -$33.7K | 1.2% |
| CRAWFORD INVESTMENT COUNSEL INC | 6,638 | +138 | $465.5K | -$32.6K | 2.1% |
| Arkadios Wealth Advisors | 3,907 | +744 | $274.0K | +$31.6K | 23.5% |
| Norinchukin Bank, The | 18,226 | +1,138 | $1.3M | -$31.3K | 6.7% |
| Delta Investment Management, LLC | 4,559 | +2 | $319.7K | -$29.5K | 0.0% |
| Federation des caisses Desjardins du Quebec | 21,122 | +1,417 | $1.5M | -$29.4K | 7.2% |
| NEUBERGER BERMAN GROUP LLC | 36,106 | +2,688 | $2.5M | -$28.8K | 8.0% |
| Wealth Quarterback LLC | 6,005 | +136 | $421.1K | -$28.6K | 2.3% |
| Huntleigh Advisors, Inc. | 4,386 | +743 | $307.5K | +$28.4K | 20.4% |
| FIRETHORN WEALTH PARTNERS, LLC | 5,510 | +105 | $386.4K | -$27.8K | 1.9% |
| Verdence Capital Advisors LLC | 109,527 | +7,848 | $7.7M | +$27.6K | 7.7% |
| SKBA CAPITAL MANAGEMENT LLC | 23,326 | +1,625 | $1.6M | -$27.1K | 7.5% |
| IFG Advisory, LLC | 4,630 | +40 | $324.7K | -$27.0K | 0.9% |
| Abacus Planning Group, Inc. | 4,307 | +20 | $302.0K | -$26.5K | 0.5% |
| Aptus Capital Advisors, LLC | 15,827 | +1,684 | $1.1M | +$26.2K | 11.9% |
| HighPoint Advisor Group LLC | 3,926 | +10 | $275.3K | -$24.8K | 0.3% |
| Wealthspire Advisors, LLC | 6,624 | +877 | $464.5K | +$24.1K | 15.3% |
| Dynamic Advisor Solutions LLC | 5,714 | +776 | $400.6K | +$22.3K | 15.7% |
| SG Americas Securities, LLC | 344,040 | +320,027 | $24.1K | +$22.3K | 1332.7% |
| Crumly & Associates Inc. | 3,431 | +4 | $240.6K | -$22.0K | 0.1% |
| Valeo Financial Advisors, LLC | 4,921 | +133 | $345.1K | -$21.8K | 2.8% |
| Nilsine Partners, LLC | 3,971 | +62 | $278.4K | -$21.1K | 1.6% |
| Siemens Fonds Invest GmbH | 9,918 | +1,026 | $702.2K | +$20.9K | 11.5% |
| TD Waterhouse Canada Inc. | 3,025 | +480 | $212.1K | +$20.2K | 18.9% |
| Accurate Wealth Management, LLC | 3,173 | +157 | $217.3K | -$19.3K | 5.2% |
| Barnes Wealth Management Group, Inc | 2,978 | +3 | $208.8K | -$19.1K | 0.1% |
| NewEdge Advisors, LLC | 10,554 | +1,138 | $740.1K | +$18.6K | 12.1% |
| CIBC WORLD MARKET INC. | 35,520 | +3,256 | $2.5M | +$18.6K | 10.1% |
| Exit Wealth Advisors, LLC. | 2,880 | +4 | $201.9K | -$18.4K | 0.1% |
| Apollon Wealth Management, LLC | 14,294 | +1,451 | $1.0M | +$18.3K | 11.3% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4,088 | +116 | $286.7K | -$17.7K | 2.9% |
| Summit Financial, LLC | 3,063 | +34 | $214.8K | -$17.3K | 1.1% |
| Diversify Advisory Services, LLC | 4,990 | +32 | $338.7K | -$17.2K | 0.6% |
| Perbak Capital Partners LLP | 3,567 | +524 | $250.1K | +$17.0K | 17.2% |
| Inspire Investing, LLC | 4,658 | +614 | $326.6K | +$16.8K | 15.2% |
| Sowell Financial Services LLC | 3,400 | +83 | $238.4K | -$15.7K | 2.5% |
| Meeder Advisory Services, Inc. | 5,361 | +269 | $375.9K | -$14.2K | 5.3% |
| Net Worth Advisory Group | 12,540 | +1,240 | $879.3K | +$13.5K | 11.0% |
| Geneos Wealth Management Inc. | 2,194 | +11 | $153.9K | -$13.4K | 0.5% |
| SIGNATUREFD, LLC | 5,353 | +280 | $375.4K | -$13.3K | 5.5% |
| Cullen/Frost Bankers, Inc. | 4,419 | +203 | $309.8K | -$13.2K | 4.8% |
| Crewe Advisors LLC | 348 | +180 | $24.4K | +$11.5K | 107.1% |
| TECTONIC ADVISORS LLC | 9,676 | +680 | $678.5K | -$10.8K | 7.5% |
| Manchester Capital Management LLC | 313 | +163 | $21.9K | +$10.5K | 108.7% |
| First Pacific Financial | 1,500 | +2 | $105.2K | -$9.6K | 0.1% |
| GREENLEAF TRUST | 6,301 | +414 | $441.8K | -$9.2K | 7.0% |
| LRI Investments, LLC | 1,863 | +55 | $130.6K | -$7.9K | 3.0% |
| Apella Capital, LLC | 4,112 | +92 | $288.3K | -$7.7K | 2.3% |
| GTS SECURITIES LLC | 3,554 | +217 | $249.2K | -$6.5K | 6.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,390 | +40 | $97.5K | -$6.0K | 3.0% |
| Steigerwald, Gordon & Koch Inc. | 136 | +87 | $9.5K | +$5.8K | 177.6% |
| Rydar Equities, Inc. | 9,803 | +613 | $687.4K | -$5.7K | 6.7% |
| REAP Financial Group, LLC | 826 | +136 | $57.9K | +$5.0K | 19.7% |
| JFS WEALTH ADVISORS, LLC | 2,042 | +115 | $143.2K | -$4.5K | 6.0% |
| Root Financial Partners, LLC | 792 | +12 | $55.5K | -$4.2K | 1.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 479,097 | +87,961 | $33.6K | +$4.2K | 22.5% |
| Larson Financial Group LLC | 305 | +80 | $21.4K | +$4.1K | 35.5% |
| MAI Capital Management | 682 | +6 | $47.8K | -$4.0K | 0.9% |
| PFS Partners, LLC | 745 | +11 | $52.2K | -$4.0K | 1.5% |
| BOKF, NA | 297 | +77 | $20.8K | +$4.0K | 35.0% |
| Lincoln Capital LLC | 5,692 | +456 | $399.1K | -$3.3K | 8.7% |
| Legacy Wealth Managment, LLC/ID | 95 | +42 | $6.7K | +$2.6K | 79.2% |
| Wealth Watch Advisors, INC | 76 | +33 | $5.3K | +$2.0K | 76.7% |
| Compass Financial Services Inc | 343 | +6 | $24.0K | -$1.8K | 1.8% |
| CYBER HORNET ETFs LLC | 855 | +49 | $60.0K | -$1.8K | 6.1% |
| Westside Investment Management, Inc. | 550 | +22 | $38.2K | -$1.7K | 4.2% |
| Transamerica Financial Advisors, LLC | 2,758 | +212 | $193.4K | -$1.6K | 8.3% |
| SJS Investment Consulting Inc. | 113 | +26 | $7.9K | +$1.3K | 29.9% |
| Citadel Investment Advisory, Inc. | 29,693 | +15,240 | $2.1K | +$975 | 105.4% |
| SouthState Corp | 150 | +24 | $10.5K | +$865 | 19.0% |
| HORIZON FINANCIAL SERVICES, LLC | 268 | +34 | $18.8K | +$863 | 14.5% |
| Bay Harbor Wealth Management, LLC | 40 | +14 | $2.8K | +$812 | 53.8% |
| LGT Financial Advisors LLC | 141 | +2 | $9.9K | -$751 | 1.4% |
| ORG Partners LLC | 49 | +13 | $3.4K | +$677 | 36.1% |
| Cynosure Group, LLC | 5,959 | +499 | $417.8K | -$500 | 9.1% |
| Mn Services Vermogensbeheer B.V. | 116,868 | +4,318 | $8.2K | -$429 | 3.8% |
| CoreCap Advisors, LLC | 349 | +25 | $24.5K | -$353 | 7.7% |
| Cornerstone Planning Group LLC | 58 | +8 | $3.9K | +$348 | 16.0% |
| Glen Eagle Advisors, LLC | 47 | +1 | $3.3K | -$250 | 2.2% |
| TEALWOOD ASSET MANAGEMENT INC | 38,619 | +113 | $2.7K | -$242 | 0.3% |
| WestEnd Advisors, LLC | 10 | +3 | $701 | +$165 | 42.9% |
| Quaker Wealth Management, LLC | 11 | +3 | $772 | +$159 | 37.5% |
| Handelsbanken Fonder AB | 83,695 | +8,234 | $5.9K | +$87 | 10.9% |
| HANTZ FINANCIAL SERVICES, INC. | 1,829 | +953 | $128 | +$61 | 108.8% |
| Dunhill Financial, LLC | 30 | +4 | $2.1K | +$61 | 15.4% |
| WEDBUSH SECURITIES INC | 16,750 | +678 | $1.2K | -$56 | 4.2% |
| Rialto Wealth Management, LLC | 15 | +2 | $1.1K | +$55 | 15.4% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 33,722 | +2,225 | $2.4K | -$48 | 7.1% |
| Covestor Ltd | 1,734 | +678 | $121 | +$40 | 64.2% |
| PARK AVENUE SECURITIES LLC | 14,191 | +714 | $995 | -$38 | 5.3% |
| HAZLETT, BURT & WATSON, INC. | 360 | +210 | $26 | +$15 | 140.0% |
| CX Institutional | 4,403 | +176 | $309 | -$15 | 4.2% |
| VALLEY NATIONAL ADVISERS INC | 16 | +2 | $1 | $0 | 14.3% |