13F QoQ Ownership Changes
WSM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 120 new · 323 added · 497 reduced · 115 exited
New Positions(120)
Added To(323)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,865,615 | +139,838 | $2.12B | -$172.7M | 1.2% |
| NORGES BANK | 1,774,569 | +436,014 | $316.9M | +$109.6M | 32.6% |
| VICTORY CAPITAL MANAGEMENT INC | 1,117,119 | +516,593 | $199.5M | +$82.1M | 86.0% |
| Pacer Advisors, Inc. | 362,420 | +336,487 | $64.7M | +$59.7M | 1297.5% |
| MILLENNIUM MANAGEMENT LLC | 278,015 | +218,091 | $49.7M | +$37.9M | 363.9% |
| BANK OF AMERICA CORP /DE/ | 546,612 | +184,336 | $97.6M | +$26.8M | 50.9% |
| Voya Investment Management LLC | 1,088,655 | +227,419 | $194.0M | +$26.1M | 26.4% |
| Railway Pension Investments Ltd | 179,100 | +144,200 | $32.0M | +$25.2M | 413.2% |
| Quantinno Capital Management LP | 346,092 | +130,415 | $61.8M | +$19.7M | 60.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 619,798 | +141,726 | $110.7M | +$17.3M | 29.6% |
| CITIGROUP INC | 192,125 | +94,124 | $34.3M | +$15.2M | 96.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 95,294 | +85,659 | $17.0M | +$15.1M | 889.0% |
| PRINCIPAL FINANCIAL GROUP INC | 1,014,643 | +17,229 | $181.2M | -$13.7M | 1.7% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 75,064 | +72,164 | $13.4M | +$12.8M | 2488.4% |
| Invesco Ltd. | 1,661,365 | +86,807 | $296.7M | -$11.0M | 5.5% |
| CAPTRUST FINANCIAL ADVISORS | 874,376 | +27,254 | $156.2M | -$9.4M | 3.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 46,150 | +578 | $8.2M | +$8.2M | 1.3% |
| CITADEL ADVISORS LLC | 642,596 | +96,567 | $114.8M | +$8.0M | 17.7% |
| FIRST TRUST ADVISORS LP | 2,440,452 | +170,991 | $435.8M | -$7.7M | 7.5% |
| AQR CAPITAL MANAGEMENT LLC | 201,153 | +54,137 | $35.9M | +$7.3M | 36.8% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,919,466 | +130,940 | $342.8M | -$6.8M | 7.3% |
| BNP PARIBAS FINANCIAL MARKETS | 294,598 | +56,578 | $52.6M | +$6.1M | 23.8% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 52,241 | +34,929 | $9.3M | +$5.9M | 201.8% |
| ASSETMARK, INC | 456,165 | +9,194 | $81.5M | -$5.9M | 2.0% |
| Cerity Partners LLC | 86,174 | +35,070 | $15.4M | +$5.4M | 68.6% |
| AMERICAN CENTURY COMPANIES INC | 434,279 | +9,991 | $77.6M | -$5.4M | 2.4% |
| Clark Capital Management Group, Inc. | 342,183 | +2,319 | $61.1M | -$5.3M | 0.7% |
| IFM Investors Pty Ltd | 26,499 | +1,619 | $4.7K | -$5.0M | 6.5% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 164,200 | +38,000 | $29.3M | +$4.7M | 30.1% |
| ENVESTNET ASSET MANAGEMENT INC | 399,233 | +12,070 | $71.3M | -$4.4M | 3.1% |
| Point72 Asset Management, L.P. | 24,400 | +23,800 | $4.4M | +$4.2M | 3966.7% |
| Focus Partners Wealth | 57,939 | +26,213 | $10.3M | +$4.1M | 82.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 972,810 | +89,779 | $174.5M | +$3.7M | 10.2% |
| Voleon Capital Management LP | 21,598 | +19,681 | $3.9M | +$3.5M | 1026.7% |
| California Public Employees Retirement System | 221,762 | +1,323 | $39.6M | -$3.5M | 0.6% |
| Qsemble Capital Management, LP | 21,236 | +19,172 | $3.8M | +$3.4M | 928.9% |
| Advisors Capital Management, LLC | 248,481 | +4,227 | $44.4M | -$3.4M | 1.7% |
| ODDO BHF ASSET MANAGEMENT SAS | 49,659 | +21,440 | $8.9M | +$3.4M | 76.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 280,122 | +10,069 | $50.0M | -$2.8M | 3.7% |
| PDT Partners, LLC | 34,018 | +16,980 | $6.1M | +$2.7M | 99.7% |
| JLB & ASSOCIATES INC | 17,676 | +15,210 | $3.2M | +$2.7M | 616.8% |
| OneDigital Investment Advisors LLC | 17,389 | +14,763 | $3.1M | +$2.6M | 562.2% |
| Empowered Funds, LLC | 40,217 | +16,660 | $7.2M | +$2.6M | 70.7% |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,500 | +14,500 | $2.8M | +$2.6M | 1450.0% |
| Entropy Technologies, LP | 19,374 | +13,681 | $3.5M | +$2.3M | 240.3% |
| Russell Investments Group, Ltd. | 204,392 | +5,767 | $36.5M | -$2.2M | 2.9% |
| BANK OF NOVA SCOTIA | 31,628 | +13,994 | $5.6M | +$2.2M | 79.3% |
| First Long Island Investors, LLC | 131,949 | +345 | $23.6M | -$2.2M | 0.3% |
| Walleye Trading LLC | 51,834 | +15,434 | $9.3M | +$2.1M | 42.4% |
| Squarepoint Ops LLC | 21,546 | +12,365 | $3.8M | +$2.1M | 134.7% |
| Verition Fund Management LLC | 23,059 | +12,376 | $4.1M | +$2.0M | 115.8% |
| CIBC Asset Management Inc | 28,886 | +12,871 | $5.2M | +$2.0M | 80.4% |
| Rodgers Brothers Inc. | 141,775 | +2,005 | $25.3M | -$2.0M | 1.4% |
| Pictet Asset Management Holding SA | 125,941 | +21,005 | $22.5M | +$2.0M | 20.0% |
| LOGAN CAPITAL MANAGEMENT INC | 164,540 | +4,145 | $29.4M | -$2.0M | 2.6% |
| Nuveen, LLC | 1,123,345 | +106,439 | $200.6M | +$1.9M | 10.5% |
| NISA INVESTMENT ADVISORS, LLC | 121,904 | +1,209 | $21.8M | -$1.8M | 1.0% |
| NATIONAL BANK OF CANADA /FI/ | 56,406 | +13,941 | $10.1M | +$1.8M | 32.8% |
| Banque Cantonale Vaudoise | 9,568 | +721 | $1.7M | +$1.7M | 8.1% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 66,000 | +14,000 | $11.8M | +$1.6M | 26.9% |
| Zurich Insurance Group Ltd/FI | 18,500 | +9,700 | $3.3M | +$1.6M | 110.2% |
| Amundi | 565,606 | +43,143 | $101.0M | -$1.4M | 8.3% |
| Pacific Heights Asset Management LLC | 150,000 | +20,000 | $26.8M | +$1.4M | 15.4% |
| JANE STREET GROUP, LLC | 98,296 | +15,377 | $17.6M | +$1.3M | 18.5% |
| WELLS FARGO & COMPANY/MN | 307,769 | +19,833 | $55.0M | -$1.3M | 6.9% |
| Vest Financial, LLC | 301,845 | +19,342 | $53.9M | -$1.3M | 6.8% |
| AMERIPRISE FINANCIAL INC | 123,681 | +4,095 | $22.1M | -$1.3M | 3.4% |
| Westerkirk Capital Inc. | 19,488 | +8,100 | $3.5M | +$1.3M | 71.1% |
| Sienna Gestion | 53,725 | +6,074 | $9.7M | +$1.2M | 12.7% |
| National Pension Service | 385,107 | +27,104 | $68.8M | -$1.2M | 7.6% |
| Korea Investment CORP | 84,051 | +1,638 | $15.0M | -$1.1M | 2.0% |
| Gladstone Institutional Advisory LLC | 15,877 | +6,664 | $2.8M | +$1.0M | 72.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 98,115 | +3,311 | $17.5M | -$1.0M | 3.5% |
| CI INVESTMENTS INC. | 5,635 | +2,139 | $1.0M | +$1.0M | 61.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 76,795 | +1,500 | $13.7M | -$1.0M | 2.0% |
| MACKENZIE FINANCIAL CORP | 22,670 | +6,710 | $4.1M | +$984.9K | 42.0% |
| Ameritas Advisory Services, LLC | 5,380 | +5,372 | $960.8K | +$959.3K | 67150.0% |
| Tower Research Capital LLC (TRC) | 6,594 | +5,359 | $1.2M | +$936.2K | 433.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 249,429 | +5,387 | $46.9M | -$842.8K | 2.2% |
| Corient Private Wealth LLC | 289,713 | +172,694 | $22.1M | -$794.7K | 147.6% |
| NOMURA ASSET MANAGEMENT CO LTD | 47,585 | +154 | $8.5M | -$772.2K | 0.3% |
| NICHOLAS COMPANY, INC. | 50,539 | +515 | $9.0M | -$751.4K | 1.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 15,806 | +5,151 | $2.8M | +$740.3K | 48.3% |
| Global X Japan Co., Ltd. | 5,263 | +4,221 | $939.9K | +$736.3K | 405.1% |
| Gotham Asset Management, LLC | 206,117 | +21,522 | $36.8M | +$731.3K | 11.7% |
| ALLSTATE CORP | 8,929 | +4,413 | $1.6M | +$712.0K | 97.7% |
| Copeland Capital Management, LLC | 5,111 | +4,007 | $912.8K | +$697.0K | 362.9% |
| Engineers Gate Manager LP | 8,274 | +4,151 | $1.5M | +$671.8K | 100.7% |
| TD Asset Management Inc | 43,198 | +357 | $7.7M | -$658.5K | 0.8% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 41,200 | +200 | $7.4M | -$655.5K | 0.5% |
| Farringdon Capital, Ltd. | 5,586 | +3,772 | $997.6K | +$643.1K | 207.9% |
| Caprock Group, LLC | 13,358 | +4,059 | $2.4M | +$635.6K | 43.6% |
| Illinois Municipal Retirement Fund | 94,859 | +4,994 | $16.9M | -$623.2K | 5.5% |
| Investment Management Corp of Ontario | 9,726 | +3,918 | $1.7M | +$601.8K | 67.5% |
| Hamilton Point Investment Advisors, LLC | 38,346 | +243 | $6.8M | -$599.0K | 0.6% |
| Kerusso Capital Management LLC | 26,143 | +5,300 | $4.7M | +$595.1K | 25.4% |
| QRG CAPITAL MANAGEMENT, INC. | 12,870 | +4,119 | $2.3M | +$588.1K | 47.1% |
| Sequoia Financial Advisors, LLC | 58,132 | +2,049 | $10.4M | -$579.7K | 3.6% |
| Cetera Investment Advisers | 42,450 | +723 | $7.6M | -$574.6K | 1.7% |
| LPL Financial LLC | 80,366 | +4,045 | $14.4M | -$564.6K | 5.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 21,291 | +4,715 | $3.8M | +$563.1K | 28.4% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 56,829 | +2,080 | $10.1M | -$551.6K | 3.8% |
| VIRTUS ADVISERS, LLC | 3,315 | +3,201 | $568.2K | +$546.0K | 2807.9% |
| M&T Bank Corp | 26,541 | +4,966 | $4.7M | +$523.0K | 23.0% |
| TRUIST FINANCIAL CORP | 446,708 | +36,135 | $79.8M | -$468.9K | 8.8% |
| Lakewood Asset Management LLC | 28,315 | +72 | $5.1M | -$463.5K | 0.3% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 593,266 | +48,829 | $106.0M | -$458.8K | 9.0% |
| NATIXIS | 14,586 | +3,476 | $2.6M | +$433.5K | 31.3% |
| MUFG Securities EMEA plc | 4,993 | +2,639 | $891.7K | +$431.6K | 112.1% |
| Roberts Wealth Advisors, LLC | 27,384 | +275 | $4.9M | -$408.0K | 1.0% |
| Kera Capital Partners, Inc. | 3,744 | +1,865 | $766.2K | +$399.0K | 99.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 21,576 | +3,899 | $3.9M | +$398.3K | 22.1% |
| AVIVA PLC | 111,531 | +7,709 | $19.9M | -$373.7K | 7.4% |
| Czech National Bank | 32,115 | +876 | $5.7M | -$370.2K | 2.8% |
| Mirae Asset Global Investments Co., Ltd. | 22,799 | +3,797 | $4.1M | +$357.7K | 20.0% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4,159 | +2,186 | $742.8K | +$357.3K | 110.8% |
| Tidal Investments LLC | 18,421 | +3,385 | $3.3M | +$351.0K | 22.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,375 | +2,286 | $1.1M | +$339.3K | 55.9% |
| Martin Capital Advisors, LLP | 24,435 | +375 | $4.4M | -$338.7K | 1.6% |
| SYON CAPITAL LLC | 5,932 | +2,241 | $1.1M | +$338.0K | 60.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 23,547 | +322 | $4.2M | -$334.2K | 1.4% |
| RBF Capital, LLC | 4,000 | +2,000 | $714.4K | +$323.5K | 100.0% |
| Skandinaviska Enskilda Banken AB (publ) | 41,322 | +5,208 | $7.4M | +$321.2K | 14.4% |
| Beacon Pointe Advisors, LLC | 32,796 | +1,264 | $5.9M | -$305.9K | 4.0% |
| SEI INVESTMENTS CO | 68,525 | +7,443 | $12.2M | +$299.4K | 12.2% |
| Creative Planning | 39,013 | +1,889 | $7.0M | -$288.6K | 5.1% |
| JGP Wealth Management, LLC | 40,475 | +2,194 | $7.2M | -$279.9K | 5.7% |
| STIFEL FINANCIAL CORP | 17,827 | +143 | $3.2M | -$272.7K | 0.8% |
| GREATMARK INVESTMENT PARTNERS, INC. | 15,880 | +22 | $2.8M | -$263.4K | 0.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 15,938 | +31 | $2.8M | -$262.7K | 0.2% |
| Crestwood Advisors Group, LLC | 2,556 | +1,486 | $456.5K | +$247.3K | 138.9% |
| BANK OF MONTREAL /CAN/ | 122,364 | +11,815 | $21.9M | +$246.2K | 10.7% |
| Woodline Partners LP | 16,429 | +174 | $2.9M | -$243.0K | 1.1% |
| SHEETS SMITH WEALTH MANAGEMENT | 14,229 | +1 | $2.5M | -$239.7K | 0.0% |
| BLI - Banque de Luxembourg Investments | 17,100 | +2,200 | $3.1M | +$239.2K | 14.8% |
| PRECEDENT WEALTH PARTNERS, LLC | 17,763 | +342 | $3.2M | -$232.6K | 2.0% |
| Aberdeen Group plc | 133,348 | +11,452 | $23.8M | +$230.2K | 9.4% |
| NEOS Investment Management LLC | 15,872 | +2,474 | $2.8M | +$215.9K | 18.5% |
| Astoria Portfolio Advisors LLC. | 2,847 | +917 | $574.8K | +$205.9K | 47.5% |
| OFI INVEST ASSET MANAGEMENT | 2,052 | +1,256 | $338.1K | +$205.6K | 157.8% |
| Gleason Group, Inc. | 12,693 | +48 | $2.3M | -$204.7K | 0.4% |
| M. Kulyk & Associates, LLC | 18,316 | +547 | $3.3M | -$202.0K | 3.1% |
| Inscription Capital, LLC | 8,386 | +1,743 | $1.5M | +$199.3K | 26.2% |
| MML INVESTORS SERVICES, LLC | 13,882 | +2,208 | $2.5M | +$197.6K | 18.9% |
| North Star Investment Management Corp. | 11,446 | +14 | $2.0M | -$190.2K | 0.1% |
| Cascade Investment Advisors, Inc. | 12,203 | +88 | $2.2M | -$188.5K | 0.7% |
| Stiles Financial Services Inc | 14,953 | +358 | $2.7M | -$182.2K | 2.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,984 | +379 | $2.7M | -$178.6K | 2.6% |
| Vise Technologies, Inc. | 3,731 | +1,224 | $666.4K | +$176.4K | 48.8% |
| TD Waterhouse Canada Inc. | 9,958 | +1,755 | $1.8M | +$172.6K | 21.4% |
| Wealthspire Advisors, LLC | 1,404 | +1,004 | $250.7K | +$172.6K | 251.0% |
| JANUS HENDERSON GROUP PLC | 15,439 | +463 | $2.8M | -$169.8K | 3.1% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,172 | +952 | $209.3K | +$166.3K | 432.7% |
| Fulton Bank, N.A. | 10,438 | +55 | $1.9M | -$165.2K | 0.5% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 2,140 | +1,000 | $382.2K | +$159.4K | 87.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,515 | +1,031 | $449.2K | +$159.1K | 69.5% |
| Eukles Asset Management | 12,903 | +328 | $2.3M | -$153.4K | 2.6% |
| WESTWOOD HOLDINGS GROUP INC | 13,221 | +1,897 | $2.4M | +$148.1K | 16.8% |
| NEUBERGER BERMAN GROUP LLC | 19,220 | +908 | $3.4M | -$146.5K | 5.0% |
| Clearstead Advisors, LLC | 10,994 | +208 | $2.0M | -$144.7K | 1.9% |
| XPONANCE, INC. | 21,147 | +1,099 | $3.8M | -$141.7K | 5.5% |
| CERTUITY, LLC | 2,376 | +906 | $424.3K | +$137.0K | 61.6% |
| Optas, LLC | 2,183 | +872 | $389.9K | +$133.6K | 66.5% |
| GREAT LAKES ADVISORS, LLC | 9,581 | +159 | $1.7M | -$130.4K | 1.7% |
| Venturi Wealth Management, LLC | 9,985 | +211 | $1.8M | -$127.5K | 2.1% |
| Concord Asset Management, LLC/VA | 12,294 | +417 | $2.2M | -$125.8K | 3.5% |
| TWIN CAPITAL MANAGEMENT INC | 13,125 | +1,699 | $2.3M | +$110.8K | 14.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 18,514 | +2,116 | $3.3M | +$101.4K | 12.9% |
| Westmount Partners, LLC | 6,329 | +23 | $1.1M | -$101.3K | 0.4% |
| Soltis Investment Advisors LLC | 19,011 | +1,126 | $3.4M | -$100.5K | 6.3% |
| Drucker Wealth 3.0, LLC | 4,546 | +869 | $811.8K | +$93.2K | 23.6% |
| Versant Capital Management, Inc | 2,611 | +675 | $466.3K | +$87.9K | 34.9% |
| Trivant Custom Portfolio Group, LLC | 7,536 | +207 | $1.3M | -$86.6K | 2.8% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 767 | +509 | $137.0K | +$86.6K | 197.3% |
| DANSKE BANK A/S | 49,102 | +3,800 | $8.8M | -$85.2K | 8.4% |
| OPPENHEIMER & CO INC | 6,370 | +114 | $1.1M | -$85.1K | 1.8% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,614 | +832 | $824.0K | +$84.8K | 22.0% |
| Canada Post Corp Registered Pension Plan | 3,070 | +650 | $548.3K | +$83.7K | 26.9% |
| Cadence Bank | 5,041 | +13 | $900.3K | -$82.5K | 0.3% |
| NORDEN GROUP LLC | 3,206 | +698 | $572.5K | +$82.3K | 27.8% |
| ProShare Advisors LLC | 24,106 | +2,491 | $4.3M | +$80.4K | 11.5% |
| CHICAGO TRUST Co NA | 5,090 | +29 | $909.0K | -$80.2K | 0.6% |
| Brooklyn Investment Group | 2,087 | +484 | $390.5K | +$77.2K | 30.2% |
| SFE Investment Counsel | 35,133 | +3,393 | $6.3M | +$70.8K | 10.7% |
| McBroom & Associates, LLC | 4,178 | +1 | $746.1K | -$70.2K | 0.0% |
| PRUDENTIAL PLC | 51,634 | +4,097 | $9.2M | -$69.8K | 8.6% |
| &PARTNERS | 5,458 | +123 | $974.7K | -$68.0K | 2.3% |
| Archford Capital Strategies, LLC | 5,534 | +132 | $988.4K | -$67.5K | 2.4% |
| Michels Family Financial, LLC | 4,175 | +16 | $745.6K | -$67.3K | 0.4% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 7,667 | +1,155 | $1.3M | +$66.1K | 17.7% |
| Concord Wealth Partners | 12,423 | +736 | $2.2M | -$65.5K | 6.3% |
| NewEdge Advisors, LLC | 5,537 | +145 | $988.9K | -$65.0K | 2.7% |
| Diversify Advisory Services, LLC | 2,878 | +51 | $608.7K | +$64.3K | 1.8% |
| SIGNATUREFD, LLC | 4,812 | +100 | $859.4K | -$61.6K | 2.1% |
| CENTRAL TRUST Co | 3,560 | +1 | $635.7K | -$59.9K | 0.0% |
| Rockefeller Capital Management L.P. | 6,469 | +860 | $1.2M | +$59.0K | 15.3% |
| Vident Advisory, LLC | 10,317 | +597 | $1.8M | -$57.1K | 6.1% |
| Wedmont Private Capital | 2,675 | +260 | $513.2K | +$56.7K | 10.8% |
| Empirical Finance, LLC | 3,811 | +47 | $680.6K | -$55.1K | 1.2% |
| Berkeley, Inc | 4,603 | +119 | $822.1K | -$54.2K | 2.6% |
| Sowell Financial Services LLC | 4,216 | +99 | $753.0K | -$51.7K | 2.4% |
| Lido Advisors, LLC | 7,042 | +289 | $1.4M | +$51.1K | 4.3% |
| Real Talk Capital, LLC | 4,242 | +108 | $757.5K | -$50.4K | 2.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3,900 | +79 | $696.5K | -$50.3K | 2.1% |
| Alberta Investment Management Corp | 27,200 | +2,600 | $4.9M | +$49.6K | 10.6% |
| Aaron Wealth Advisors LLC | 6,397 | +803 | $1.1M | +$49.1K | 14.3% |
| Arjuna Capital | 3,564 | +57 | $636.5K | -$48.9K | 1.6% |
| Truvestments Capital LLC | 6,728 | +829 | $1.2M | +$48.6K | 14.1% |
| STRS OHIO | 2,837 | +5 | $506.7K | -$46.9K | 0.2% |
| Baker Avenue Asset Management, LP | 4,185 | +587 | $747.5K | +$44.2K | 16.3% |
| Benchmark Financial Wealth Advisors, LLC | 2,679 | +9 | $478.4K | -$43.4K | 0.3% |
| Bridgewater Advisors Inc. | 1,460 | +63 | $310.8K | +$42.8K | 4.5% |
| Optimize Financial Inc | 2,989 | +40 | $533.8K | -$42.6K | 1.4% |
| HB Wealth Management, LLC | 5,288 | +240 | $944.5K | -$42.2K | 4.8% |
| Palumbo Wealth Management LLC | 26,038 | +2,435 | $4.7M | +$42.1K | 10.3% |
| Global Retirement Partners, LLC | 1,715 | +363 | $306.3K | +$42.1K | 26.8% |
| OMERS ADMINISTRATION Corp | 16,107 | +1,591 | $2.9M | +$39.4K | 11.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,903 | +537 | $697.0K | +$39.0K | 15.9% |
| HUB Investment Partners, LLC | 2,983 | +447 | $532.6K | +$37.1K | 17.6% |
| HBK Sorce Advisory LLC | 1,127 | +7 | $248.7K | +$35.8K | 0.6% |
| Proficio Capital Partners LLC | 2,230 | +9 | $398.3K | -$35.7K | 0.4% |
| Federation des caisses Desjardins du Quebec | 11,517 | +1,180 | $2.1M | +$35.6K | 11.4% |
| Parallel Advisors, LLC | 3,133 | +89 | $559.6K | -$35.5K | 2.9% |
| ALPS ADVISORS INC | 2,341 | +26 | $418.1K | -$34.4K | 1.1% |
| ABSHER WEALTH MANAGEMENT, LLC | 3,551 | +136 | $634.2K | -$33.3K | 4.0% |
| Norinchukin Bank, The | 7,860 | +513 | $1.4M | -$32.3K | 7.0% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,854 | +343 | $1.0M | -$31.7K | 6.2% |
| Klingman & Associates, LLC | 1,982 | +9 | $354.0K | -$31.7K | 0.5% |
| FLORIDA FINANCIAL ADVISORS, LLC | 2,534 | +58 | $452.7K | -$31.5K | 2.3% |
| American Money Management, LLC | 1,927 | +5 | $344.2K | -$31.4K | 0.3% |
| Canopy Partners, LLC | 2,127 | +24 | $379.9K | -$31.2K | 1.1% |
| Chicago Partners Investment Group LLC | 3,355 | +72 | $686.2K | +$30.7K | 2.2% |
| FIRST MANHATTAN CO. LLC. | 1,910 | +10 | $341.1K | -$30.2K | 0.5% |
| JONES FINANCIAL COMPANIES LLLP | 7,637 | +1,013 | $1.4M | +$30.1K | 15.3% |
| MGO ONE SEVEN LLC | 2,616 | +72 | $467.2K | -$30.0K | 2.8% |
| Candriam S.C.A. | 10,951 | +1,093 | $2.0M | +$29.1K | 11.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 521,014 | +189,721 | $93.1K | +$28.8K | 57.3% |
| RITHOLTZ WEALTH MANAGEMENT | 8,290 | +861 | $1.5M | +$28.4K | 11.6% |
| Consolidated Planning Corp | 9,943 | +719 | $1.8M | -$27.2K | 7.8% |
| Larson Financial Group LLC | 3,191 | +414 | $569.9K | +$27.2K | 14.9% |
| Wealthfront Advisers LLC | 2,776 | +101 | $495.8K | -$27.1K | 3.8% |
| SPINNAKER TRUST | 1,464 | +264 | $261.5K | +$26.9K | 22.0% |
| Quantum Financial Advisors, LLC | 1,503 | +1 | $268.4K | -$25.1K | 0.1% |
| Cullen/Frost Bankers, Inc. | 934 | +208 | $166.8K | +$24.9K | 28.6% |
| Geneos Wealth Management Inc. | 1,868 | +35 | $333.7K | -$24.5K | 1.9% |
| Portside Wealth Group, LLC | 2,870 | +124 | $512.6K | -$24.2K | 4.5% |
| Procyon Advisors, LLC | 1,758 | +29 | $314.0K | -$23.9K | 1.7% |
| Prospera Financial Services Inc | 4,815 | +298 | $860.1K | -$22.7K | 6.6% |
| Confluence Wealth Services, Inc. | 2,158 | +72 | $385.4K | -$22.3K | 3.5% |
| Abacus Planning Group, Inc. | 1,977 | +59 | $353.1K | -$21.8K | 3.1% |
| PRINCIPAL SECURITIES, INC. | 5,453 | +360 | $973.9K | -$21.5K | 7.1% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,120 | +20 | $233.0K | +$21.2K | 1.8% |
| SAPIENT CAPITAL LLC | 2,022 | +8 | $366.8K | -$19.9K | 0.4% |
| JOURNEY STRATEGIC WEALTH LLC | 1,146 | +8 | $204.7K | -$17.8K | 0.7% |
| Texas Capital Bank Wealth Management Services Inc | 1,327 | +25 | $237.0K | -$17.5K | 1.9% |
| Colonial Trust Co / SC | 940 | +170 | $167.8K | +$17.3K | 22.1% |
| D.A. DAVIDSON & CO. | 1,710 | +70 | $305.4K | -$15.1K | 4.3% |
| Stratos Wealth Partners, LTD. | 1,335 | +42 | $238.4K | -$14.3K | 3.2% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 200 | +90 | $35.7K | +$14.2K | 81.8% |
| Forum Financial Management, LP | 1,950 | +238 | $348.2K | +$13.7K | 13.9% |
| Marex Group plc | 1,350 | +47 | $241.1K | -$13.6K | 3.6% |
| Kathmere Capital Management, LLC | 1,602 | +202 | $286.1K | +$12.5K | 14.4% |
| Qtron Investments LLC | 4,516 | +326 | $806.5K | -$12.4K | 7.8% |
| Valeo Financial Advisors, LLC | 1,357 | +61 | $242.4K | -$11.0K | 4.7% |
| Legacy Wealth Managment, LLC/ID | 70 | +62 | $12.5K | +$10.9K | 775.0% |
| Bryn Mawr Trust Advisors, LLC | 1,374 | +64 | $245.4K | -$10.7K | 4.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,969 | +223 | $351.7K | +$10.4K | 12.8% |
| SCOTIA CAPITAL INC. | 2,614 | +278 | $466.8K | +$10.3K | 11.9% |
| Wealthcare Advisory Partners LLC | 1,414 | +75 | $252.6K | -$9.2K | 5.6% |
| BURNEY CO/ | 4,245 | +320 | $758.1K | -$9.0K | 8.2% |
| UMB Bank, n.a. | 515 | +6 | $92.0K | -$7.5K | 1.2% |
| Advisor OS, LLC | 2,957 | +293 | $528.1K | +$7.4K | 11.0% |
| Atlantic Union Bankshares Corp | 147 | +50 | $26.2K | +$7.3K | 51.5% |
| World Investment Advisors | 2,257 | +391 | $357.9K | -$6.8K | 20.9% |
| AdvisorNet Financial, Inc | 415 | +1 | $74.2K | -$6.7K | 0.2% |
| BROWN BROTHERS HARRIMAN & CO | 3,861 | +359 | $689.5K | +$5.1K | 10.3% |
| ORG Partners LLC | 470 | +15 | $84.2K | -$5.0K | 3.3% |
| Farther Finance Advisors, LLC | 4,136 | +331 | $738.7K | -$5.0K | 8.7% |
| Callan Family Office, LLC | 2,412 | +233 | $430.8K | +$4.9K | 10.7% |
| Bell Investment Advisors, Inc | 262 | +3 | $46.8K | -$3.8K | 1.1% |
| JFS WEALTH ADVISORS, LLC | 133 | +30 | $23.8K | +$3.6K | 29.1% |
| Newbridge Financial Services Group, Inc. | 206 | +1 | $36.8K | -$3.3K | 0.5% |
| True Wealth Design, LLC | 176 | +32 | $31.4K | +$3.3K | 22.2% |
| Addison Advisors LLC | 42 | +19 | $7.5K | +$3.0K | 82.6% |
| AMERIFLEX GROUP, INC. | 315 | +13 | $56.3K | -$2.8K | 4.3% |
| Mutual Advisors, LLC | 1,381 | +56 | $246.6K | -$2.7K | 4.2% |
| RICHARDSON FINANCIAL SERVICES INC. | 401 | +46 | $71.6K | +$2.2K | 12.9% |
| Apollon Wealth Management, LLC | 1,291 | +100 | $230.6K | -$2.2K | 8.4% |
| TOWNSQUARE CAPITAL LLC | 2,273 | +185 | $405.9K | -$2.2K | 8.9% |
| CYBER HORNET ETFs LLC | 342 | +20 | $61.1K | -$1.9K | 6.2% |
| CVA Family Office, LLC | 102 | +1 | $18.2K | -$1.5K | 1.0% |
| ROTHSCHILD INVESTMENT LLC | 40 | +9 | $7.2K | +$1.2K | 29.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 102,358 | +3,036 | $18.3K | -$1.1K | 3.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | +10 | $8.9K | +$1.1K | 25.0% |
| Handelsbanken Fonder AB | 119,320 | +15,500 | $21.3K | +$1.0K | 14.9% |
| Fortitude Family Office, LLC | 80 | +2 | $14.3K | -$958 | 2.6% |
| Bay Harbor Wealth Management, LLC | 15 | +6 | $2.7K | +$919 | 66.7% |
| Abound Wealth Management | 67 | +1 | $12.1K | -$898 | 1.5% |
| NATIXIS ADVISORS, LLC | 34,999 | +7,155 | $6.3K | +$808 | 25.7% |
| Root Financial Partners, LLC | 272 | +27 | $48.6K | +$687 | 11.0% |
| Seascape Capital Management | 33,770 | +144 | $6.0K | -$541 | 0.4% |
| Daiwa Securities Group Inc. | 23,279 | +252 | $4.2K | -$343 | 1.1% |
| VAN ECK ASSOCIATES CORP | 36,626 | +1,586 | $6.5K | -$308 | 4.5% |
| CULLEN INVESTMENT GROUP, LTD. | 1,250 | +4 | $248.8K | +$294 | 0.3% |
| ALGERT GLOBAL LLC | 2,860 | +1,740 | $511 | +$292 | 155.3% |
| Mn Services Vermogensbeheer B.V. | 48,959 | +2,759 | $8.7K | -$286 | 6.0% |
| AMALGAMATED BANK | 25,271 | +946 | $4.5K | -$241 | 3.9% |
| Altshuler Shaham Ltd | 23 | +1 | $4.1K | -$192 | 4.5% |
| Physician Wealth Advisors, Inc. | 12 | +2 | $2.1K | +$189 | 20.0% |
| Davis Capital Management | 2 | +1 | $357 | +$162 | 100.0% |
| Valued Wealth Advisors LLC | 57 | +5 | $10.1K | -$152 | 9.6% |
| American Capital Advisory, LLC | 3 | +1 | $536 | +$145 | 50.0% |
| Dunhill Financial, LLC | 31 | +2 | $5.6K | -$141 | 6.9% |
| PARK AVENUE SECURITIES LLC | 7,159 | +100 | $1.3K | -$102 | 1.4% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 5,826 | +1 | $1.0K | -$101 | 0.0% |
| Quaker Wealth Management, LLC | 17 | +1 | $3.0K | -$91 | 6.3% |
| BESSEMER GROUP INC | 1,873 | +532 | $334 | +$71 | 39.7% |
| CWM, LLC | 4,441 | +690 | $793 | +$60 | 18.4% |
| CX Institutional | 3,279 | +79 | $586 | -$39 | 2.5% |
| HANTZ FINANCIAL SERVICES, INC. | 1,662 | +92 | $297 | -$10 | 5.8% |
| T. Rowe Price Investment Management, Inc. | 15 | +3 | $3 | $0 | 25.0% |
| GW&K Investment Management, LLC | 88 | +4 | $16 | $0 | 4.8% |
| Winthrop Capital Management, LLC | 9 | +1 | $2 | $0 | 12.5% |