13F QoQ Ownership Changes
WT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 58 new · 106 added · 127 reduced · 36 exited
New Positions(58)
Added To(106)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 3,389,653 | +1,823,777 | $41.3M | +$19.6M | 116.5% |
| Point72 Asset Management, L.P. | 1,673,058 | +1,498,528 | $20.4M | +$18.0M | 858.6% |
| BlackRock, Inc. | 19,039,434 | +1,100,249 | $232.1M | -$17.3M | 6.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,929,333 | +1,231,626 | $35.7M | +$12.1M | 72.5% |
| UBS Group AG | 1,133,254 | +983,070 | $13.8M | +$11.7M | 654.6% |
| CITIGROUP INC | 865,266 | +689,311 | $10.5M | +$8.1M | 391.8% |
| Squarepoint Ops LLC | 855,686 | +561,672 | $10.4M | +$6.3M | 191.0% |
| Crawford Fund Management, LLC | 1,241,269 | +548,095 | $15.1M | +$5.5M | 79.1% |
| DIMENSIONAL FUND ADVISORS LP | 3,642,042 | +61,699 | $44.4M | -$5.4M | 1.7% |
| Interval Partners, LP | 806,939 | +443,222 | $9.8M | +$4.8M | 121.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,796,512 | +26,776 | $34.1M | -$4.4M | 1.0% |
| FRANKLIN RESOURCES INC | 336,075 | +323,499 | $4.1M | +$3.9M | 2572.3% |
| Azora Capital LP | 6,150,111 | +521,179 | $75.0M | -$3.3M | 9.3% |
| CITADEL ADVISORS LLC | 1,236,532 | +380,322 | $15.1M | +$3.2M | 44.4% |
| CAPITAL MANAGEMENT CORP /VA | 561,886 | +291,851 | $6.8M | +$3.1M | 108.1% |
| Man Group plc | 708,971 | +292,626 | $8.6M | +$2.9M | 70.3% |
| Nuveen, LLC | 1,759,129 | +14,959 | $21.4M | -$2.8M | 0.8% |
| SummitTX Capital, L.P. | 299,966 | +237,170 | $3.7M | +$2.8M | 377.7% |
| JPMORGAN CHASE & CO | 701,137 | +268,252 | $8.5M | +$2.5M | 62.0% |
| PICTON MAHONEY ASSET MANAGEMENT | 178,434 | +178,314 | $2.2M | +$2.2M | 148595.0% |
| FMR LLC | 16,749,093 | +1,914,931 | $204.2M | -$2.0M | 12.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 11,196,229 | +1,521,599 | $136.5M | +$2.0M | 15.7% |
| AQR CAPITAL MANAGEMENT LLC | 720,691 | +219,988 | $8.8M | +$1.8M | 43.9% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 971,380 | +550 | $11.8M | -$1.7M | 0.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 543,430 | +184,695 | $6.6M | +$1.6M | 51.5% |
| Simcoe Capital Management, LLC | 5,253,340 | +535,015 | $64.0M | -$1.5M | 11.3% |
| ENVESTNET ASSET MANAGEMENT INC | 978,562 | +10,337 | $11.9M | -$1.5M | 1.1% |
| Graham Capital Management, L.P. | 154,264 | +110,963 | $1.9M | +$1.3M | 256.3% |
| Militia Capital Partners, LP | 142,800 | +95,200 | $1.8M | +$1.2M | 200.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,483,826 | +131,491 | $18.1M | -$709.6K | 9.7% |
| Dynamic Technology Lab Private Ltd | 83,688 | +57,650 | $1.0M | +$659.0K | 221.4% |
| WELLS FARGO & COMPANY/MN | 311,527 | +79,249 | $3.8M | +$568.9K | 34.1% |
| BARCLAYS PLC | 280,397 | +88,748 | $3.2M | +$563.5K | 46.3% |
| BNP PARIBAS FINANCIAL MARKETS | 75,878 | +46,411 | $925.0K | +$515.4K | 157.5% |
| Numerai GP LLC | 76,946 | +39,658 | $938.0K | +$419.7K | 106.3% |
| Quantinno Capital Management LP | 58,704 | +32,488 | $715.6K | +$351.2K | 123.9% |
| Advyzon Investment Management, LLC | 44,937 | +29,466 | $547.8K | +$332.7K | 190.4% |
| PRINCIPAL FINANCIAL GROUP INC | 995,898 | +141,389 | $12.1M | +$262.3K | 16.5% |
| AlphaQuest LLC | 194,425 | +6,044 | $2.4M | -$248.5K | 3.2% |
| R Squared Ltd | 47,796 | +23,002 | $582.6K | +$238.0K | 92.8% |
| Quantbot Technologies LP | 235,047 | +44,000 | $2.9M | +$209.7K | 23.0% |
| Fisher Asset Management, LLC | 111,666 | +34 | $1.4M | -$190.5K | 0.0% |
| JANE STREET GROUP, LLC | 99,800 | +25,787 | $1.2M | +$187.8K | 34.8% |
| Swiss National Bank | 261,100 | +18,800 | $3.2M | -$185.2K | 7.8% |
| DEUTSCHE BANK AG\ | 303,405 | +24,311 | $3.7M | -$180.9K | 8.7% |
| STIFEL FINANCIAL CORP | 155,329 | +7,799 | $1.9M | -$157.2K | 5.3% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 165,050 | +31,350 | $2.0M | +$153.5K | 23.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,751 | +8,724 | $106.7K | +$106.3K | 32311.1% |
| TRUIST FINANCIAL CORP | 98,336 | +4,497 | $1.2M | -$105.7K | 4.8% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 138,589 | +9,665 | $1.7M | -$102.6K | 7.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,586 | +5,872 | $217.2K | +$99.1K | 67.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 125,776 | +9,013 | $1.5M | -$89.8K | 7.7% |
| Illinois Municipal Retirement Fund | 61,799 | +1,281 | $753.3K | -$87.9K | 2.1% |
| CAXTON ASSOCIATES LLP | 74,897 | +2,896 | $913.0K | -$87.8K | 4.0% |
| OSAIC HOLDINGS, INC. | 94,852 | +6,189 | $1.2M | -$75.0K | 7.0% |
| Integrated Quantitative Investments LLC | 97,567 | +17,387 | $1.2M | +$74.8K | 21.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 57,501 | +1,846 | $700.9K | -$72.7K | 3.3% |
| &PARTNERS | 17,281 | +6,447 | $213.0K | +$62.4K | 59.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 26,425 | +7,223 | $322.1K | +$55.2K | 37.6% |
| Police & Firemen's Retirement System of New Jersey | 33,482 | +174 | $408.1K | -$54.8K | 0.5% |
| MML INVESTORS SERVICES, LLC | 188,133 | +19,454 | $2.3M | -$51.3K | 11.5% |
| OPPENHEIMER & CO INC | 74,929 | +12,500 | $913.4K | +$45.6K | 20.0% |
| PRINCIPAL SECURITIES, INC. | 22,898 | +279 | $279.1K | -$35.3K | 1.2% |
| Mariner, LLC | 17,694 | +4,467 | $215.9K | +$32.0K | 33.8% |
| PNC Financial Services Group, Inc. | 18,381 | +73 | $224.1K | -$30.4K | 0.4% |
| BENJAMIN EDWARDS INC | 65,734 | +5,967 | $801.3K | -$29.5K | 10.0% |
| State of Wyoming | 48,292 | +3,927 | $588.7K | -$28.0K | 8.8% |
| PERSONAL CFO SOLUTIONS, LLC | 22,092 | +4,628 | $269.3K | +$26.6K | 26.5% |
| Russell Investments Group, Ltd. | 20,605 | +778 | $251.2K | -$24.4K | 3.9% |
| ProShare Advisors LLC | 23,959 | +1,286 | $292.1K | -$23.1K | 5.7% |
| SCS Capital Management LLC | 13,028 | +28 | $158.8K | -$21.9K | 0.2% |
| NEUBERGER BERMAN GROUP LLC | 15,918 | +587 | $194.0K | -$19.1K | 3.8% |
| Austin Private Wealth, LLC | 12,051 | +253 | $146.9K | -$17.1K | 2.1% |
| Caitong International Asset Management Co., Ltd | 2,454 | +1,521 | $29.9K | +$16.9K | 163.0% |
| LPL Financial LLC | 110,191 | +12,463 | $1.3M | -$15.2K | 12.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,453 | +4,745 | $412.7K | +$13.6K | 16.5% |
| Cooper Financial Group | 12,849 | +799 | $156.6K | -$10.9K | 6.6% |
| Sowell Financial Services LLC | 11,518 | +680 | $140.4K | -$10.2K | 6.3% |
| Moran Wealth Management, LLC | 51,777 | +5,650 | $631.2K | -$10.0K | 12.2% |
| HRT FINANCIAL LP | 1,157,245 | +807,621 | $14.1K | +$9.2K | 231.0% |
| Versant Capital Management, Inc | 5,604 | +34 | $68.3K | -$9.1K | 0.6% |
| Vanguard Personalized Indexing Management, LLC | 13,339 | +1,119 | $162.6K | -$7.3K | 9.2% |
| Sterling Capital Management LLC | 800 | +508 | $9.8K | +$5.7K | 174.0% |
| NorthCrest Asset Manangement, LLC | 32,624 | +640 | $427.7K | -$5.7K | 2.0% |
| Tower Research Capital LLC (TRC) | 3,903 | +101 | $47.6K | -$5.3K | 2.6% |
| SMH CAPITAL ADVISORS INC | 17,891 | +6 | $218.1K | +$4.2K | 0.0% |
| GAMMA Investing LLC | 4,773 | +298 | $58.2K | -$4.0K | 6.7% |
| Farther Finance Advisors, LLC | 381 | +179 | $4.6K | +$1.8K | 88.6% |
| JONES FINANCIAL COMPANIES LLLP | 1,085 | +3 | $13.2K | -$1.8K | 0.3% |
| Parkside Financial Bank & Trust | 405 | +164 | $4.9K | +$1.6K | 68.0% |
| EverSource Wealth Advisors, LLC | 1,377 | +63 | $16.8K | -$1.5K | 4.8% |
| SBI Securities Co., Ltd. | 805 | +1 | $9.8K | -$1.4K | 0.1% |
| SG Americas Securities, LLC | 165,862 | +114,980 | $2.0K | +$1.3K | 226.0% |
| UMB Bank, n.a. | 865 | +22 | $10.5K | -$1.2K | 2.6% |
| State of Alaska, Department of Revenue | 108,893 | +42,561 | $1.3K | +$406 | 64.2% |
| Transamerica Financial Advisors, LLC | 1,616 | +224 | $19.7K | +$352 | 16.1% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 231,110 | +4,363 | $2.8K | -$334 | 1.9% |
| KLP KAPITALFORVALTNING AS | 28,300 | +3,500 | $345.0K | +$257 | 14.1% |
| CSM Advisors, LLC | 562,493 | +56,961 | $6.9K | -$171 | 11.3% |
| Optiver Holding B.V. | 49 | +12 | $597 | +$83 | 32.4% |
| MAI Capital Management | 180 | +27 | $2.2K | +$68 | 17.6% |
| PARK AVENUE SECURITIES LLC | 51,760 | +2,648 | $631 | -$52 | 5.4% |
| CWM, LLC | 16,739 | +3,751 | $204 | +$23 | 28.9% |
| HANTZ FINANCIAL SERVICES, INC. | 2,929 | +1,338 | $36 | +$14 | 84.1% |
| WEDBUSH SECURITIES INC | 13,176 | +1,826 | $161 | +$3 | 16.1% |
| BESSEMER GROUP INC | 1,138 | +232 | $14 | +$2 | 25.6% |
Reduced(127)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 14,001,755 | -551,059 | $170.7M | -$31.6M | -3.8% |
| MILLENNIUM MANAGEMENT LLC | 747,094 | -1,764,373 | $9.1M | -$25.8M | -70.3% |
| ArrowMark Colorado Holdings LLC | 2,407,738 | -884,407 | $29.4M | -$16.4M | -26.9% |
| TWO SIGMA ADVISERS, LP | 679,400 | -909,000 | $8.3M | -$13.8M | -57.2% |
| MORGAN STANLEY | 2,688,475 | -587,342 | $32.8M | -$12.8M | -17.9% |
| STATE STREET CORP | 5,219,013 | -96,170 | $63.6M | -$10.3M | -1.8% |
| TUDOR INVESTMENT CORP ET AL | 591,244 | -9,500,000 | $8.2M | -$10.1M | -94.1% |
| AMERICAN CENTURY COMPANIES INC | 1,514,372 | -454,135 | $18.5M | -$8.9M | -23.1% |
| Invesco Ltd. | 3,339,718 | -181,521 | $40.7M | -$8.2M | -5.2% |
| VICTORY CAPITAL MANAGEMENT INC | 609,727 | -474,571 | $7.4M | -$7.6M | -43.8% |
| Bank of New York Mellon Corp | 857,948 | -427,148 | $10.5M | -$7.4M | -33.2% |
| D. E. Shaw & Co., Inc. | 2,122,090 | -270,834 | $25.9M | -$7.4M | -11.3% |
| TWO SIGMA INVESTMENTS, LP | 1,251,581 | -372,656 | $15.3M | -$7.3M | -22.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,361,965 | -203,739 | $28.8M | -$6.9M | -7.9% |
| Schonfeld Strategic Advisors LLC | 393,215 | -380,743 | $4.8M | -$6.0M | -49.2% |
| ExodusPoint Capital Management, LP | 78,581 | -378,643 | $957.9K | -$5.4M | -82.8% |
| Tidal Investments LLC | 1,404,322 | -161,364 | $17.1M | -$4.6M | -10.3% |
| JANUS HENDERSON GROUP PLC | 2,127,858 | -66,328 | $25.9M | -$4.6M | -3.0% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1,388,837 | -136,702 | $16.9M | -$4.3M | -9.0% |
| Verition Fund Management LLC | 25,944 | -303,398 | $316.3K | -$4.3M | -92.1% |
| LOOMIS SAYLES & CO L P | 1,339,127 | -62,567 | $16.3M | -$3.2M | -4.5% |
| Royal Bank of Canada | 86,411 | -294,233 | $1.1M | -$3.1M | -77.3% |
| NORTHERN TRUST CORP | 1,198,669 | -67,637 | $14.6M | -$3.0M | -5.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 161,376 | -155,616 | $2.0M | -$2.4M | -49.1% |
| MALTESE CAPITAL MANAGEMENT LLC | 35,000 | -165,000 | $426.6K | -$2.4M | -82.5% |
| Qube Research & Technologies Ltd | 75,837 | -156,429 | $924.5K | -$2.3M | -67.3% |
| BANK OF AMERICA CORP /DE/ | 354,542 | -96,898 | $4.3M | -$2.0M | -21.5% |
| Driehaus Capital Management LLC | 875,774 | -30,515 | $10.7M | -$1.9M | -3.4% |
| Engineers Gate Manager LP | 268,217 | -88,538 | $3.3M | -$1.7M | -24.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 397,609 | -71,477 | $4.8M | -$1.7M | -15.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 457,483 | -66,531 | $5.6M | -$1.7M | -12.7% |
| MARSHALL WACE, LLP | 56,093 | -104,596 | $683.8K | -$1.5M | -65.1% |
| ALLIANCEBERNSTEIN L.P. | 140,465 | -82,112 | $1.7M | -$1.4M | -36.9% |
| Susquehanna Portfolio Strategies, LLC | 82,371 | -86,315 | $1.0M | -$1.3M | -51.2% |
| Voya Investment Management LLC | 496,576 | -25,693 | $6.1M | -$1.2M | -4.9% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 85,638 | -66,089 | $991.7K | -$1.1M | -43.5% |
| FIRST TRUST ADVISORS LP | 497,740 | -16,948 | $6.1M | -$1.1M | -3.3% |
| Aquatic Capital Management LLC | 119,762 | -54,281 | $1.5M | -$959.3K | -31.2% |
| Entropy Technologies, LP | 20,953 | -65,709 | $255.4K | -$949.2K | -75.8% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 122,199 | -52,897 | $1.5M | -$944.2K | -30.2% |
| AMERIPRISE FINANCIAL INC | 350,093 | -22,893 | $4.3M | -$916.9K | -6.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | 22,349 | -62,683 | $272.4K | -$909.5K | -73.7% |
| Legal & General Group Plc | 300,666 | -21,346 | $3.7M | -$810.9K | -6.6% |
| SEI INVESTMENTS CO | 195,453 | -32,800 | $2.4M | -$790.1K | -14.4% |
| RHUMBLINE ADVISERS | 316,280 | -17,875 | $3.9M | -$789.3K | -5.3% |
| CREDIT AGRICOLE S A | 390,723 | 0 | $4.8M | -$668.1K | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 163,648 | -24,458 | $2.0M | -$619.8K | -13.0% |
| ROTHSCHILD INVESTMENT LLC | 264,041 | -5,363 | $3.2M | -$526.1K | -2.0% |
| Brevan Howard Capital Management LP | 111,506 | -23,933 | $1.4M | -$523.3K | -17.7% |
| RAYMOND JAMES FINANCIAL INC | 239,552 | -228 | $2.9M | -$412.8K | -0.1% |
| Creative Planning | 117,674 | -13,022 | $1.4M | -$382.2K | -10.0% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 198,477 | -2,561 | $2.4M | -$375.0K | -1.3% |
| Caption Management, LLC | 13,500 | -25,000 | $164.6K | -$370.6K | -64.9% |
| PRUDENTIAL FINANCIAL INC | 108,294 | -13,254 | $1.3M | -$369.4K | -10.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,742 | -20,799 | $557.6K | -$367.3K | -31.3% |
| Jefferies Financial Group Inc. | 27,228 | -19,584 | $331.9K | -$318.8K | -41.8% |
| Cetera Investment Advisers | 88,558 | -6,294 | $1.1M | -$238.9K | -6.6% |
| CAPITAL FUND MANAGEMENT S.A. | 58,530 | -7,581 | $713.5K | -$205.5K | -11.5% |
| GLOBEFLEX CAPITAL L P | 102,230 | 0 | $1.2M | -$174.8K | 0.0% |
| MetLife Investment Management, LLC | 67,382 | -3,192 | $821.4K | -$159.6K | -4.5% |
| HEARTLAND ADVISORS INC | 89,400 | 0 | $1.1M | -$152.9K | 0.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 55,770 | -4,084 | $679.8K | -$152.1K | -6.8% |
| COMERICA BANK | 25,397 | -7,751 | $309.6K | -$151.2K | -23.4% |
| JAMES INVESTMENT RESEARCH, INC. | 61,436 | -2,535 | $748.9K | -$140.3K | -4.0% |
| Louisiana State Employees Retirement System | 52,600 | -2,700 | $641.2K | -$127.5K | -4.9% |
| North Star Investment Management Corp. | 69,313 | 0 | $844.9K | -$118.5K | 0.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 63,973 | 0 | $779.8K | -$109.4K | 0.0% |
| Pinnacle Wealth Planning Services, Inc. | 23,735 | -4,942 | $289.3K | -$109.3K | -17.2% |
| Amundi | 18,620 | -4,654 | $227.0K | -$95.6K | -20.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 46,830 | 0 | $570.9K | -$80.1K | 0.0% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 28,444 | -2,180 | $346.7K | -$78.9K | -7.1% |
| IEQ CAPITAL, LLC | 17,760 | -3,094 | $216.5K | -$73.4K | -14.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 38,264 | 0 | $466.4K | -$65.4K | 0.0% |
| Arizona State Retirement System | 36,835 | -147 | $449.0K | -$65.0K | -0.4% |
| Alberta Investment Management Corp | 34,634 | 0 | $422.2K | -$59.2K | 0.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 26,256 | -800 | $320.1K | -$56.0K | -3.0% |
| Skandinaviska Enskilda Banken AB (publ) | 22,222 | -890 | $270.9K | -$50.4K | -3.9% |
| Kestra Advisory Services, LLC | 17,989 | -1,254 | $219.3K | -$48.2K | -6.5% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 30,962 | -5,818 | $469.7K | -$41.5K | -15.8% |
| NAVELLIER & ASSOCIATES INC | 12,387 | -1,438 | $151.0K | -$41.2K | -10.4% |
| Pathstone Holdings, LLC | 22,956 | -75 | $279.8K | -$40.3K | -0.3% |
| Maryland State Retirement & Pension System | 16,593 | -694 | $202.3K | -$38.0K | -4.0% |
| Pictet Asset Management Holding SA | 20,839 | 0 | $254.0K | -$35.6K | 0.0% |
| Stonebridge Wealth Management, LLC | 15,640 | -500 | $190.7K | -$33.7K | -3.1% |
| State of Tennessee, Department of Treasury | 25,460 | -2,012 | $412.5K | +$30.6K | -7.3% |
| Impact Partnership Wealth, LLC | 17,535 | -4 | $213.8K | -$30.0K | -0.0% |
| BANK OF MONTREAL /CAN/ | 12,407 | -602 | $151.2K | -$29.6K | -4.6% |
| NORGES BANK | 74,019 | -13,447 | $902.3K | +$28.5K | -15.4% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 13,131 | -339 | $160.1K | -$27.2K | -2.5% |
| JGP Wealth Management, LLC | 21,980 | 0 | $267.9K | -$25.3K | 0.0% |
| SEIZERT CAPITAL PARTNERS, LLC | 11,211 | 0 | $136.7K | -$19.2K | 0.0% |
| FEDERATED HERMES, INC. | 1,903 | -1,108 | $23.2K | -$18.7K | -36.8% |
| Ameritas Investment Partners, Inc. | 10,056 | 0 | $122.6K | -$17.2K | 0.0% |
| Quarry LP | 1,281 | -925 | $15.6K | -$15.0K | -41.9% |
| Arax Advisory Partners | 1,093 | -939 | $13.3K | -$14.9K | -46.2% |
| NISA INVESTMENT ADVISORS, LLC | 1,133 | -573 | $13.8K | -$9.9K | -33.6% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,272 | -528 | $15.5K | -$9.5K | -29.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 370,422 | -521,288 | $4.5K | -$7.9K | -58.5% |
| Caitlin John, LLC | 17 | -358 | $207 | -$5.0K | -95.5% |
| FIRST HORIZON CORP | 2,191 | -76 | $26.7K | -$4.8K | -3.4% |
| Federation des caisses Desjardins du Quebec | 2,565 | 0 | $31.3K | -$4.4K | 0.0% |
| Smartleaf Asset Management LLC | 2,683 | 0 | $33.3K | -$3.9K | 0.0% |
| Rockefeller Capital Management L.P. | 471 | -201 | $5.7K | -$3.6K | -29.9% |
| US BANCORP \DE\ | 1,214 | 0 | $14.8K | -$2.1K | 0.0% |
| Sunbelt Securities, Inc. | 293 | -100 | $3.6K | -$1.9K | -25.4% |
| ORG Partners LLC | 1,000 | 0 | $12.2K | -$1.7K | 0.0% |
| FIFTH THIRD BANCORP | 309 | -43 | $3.8K | -$1.1K | -12.2% |
| QUADRANT CAPITAL GROUP LLC | 643 | 0 | $7.8K | -$1.1K | 0.0% |
| ADIRONDACK TRUST CO | 600 | 0 | $7.3K | -$1.0K | 0.0% |
| CANADA LIFE ASSURANCE Co | 100,831 | -40,428 | $1.2K | -$729 | -28.6% |
| Vermillion & White Wealth Management Group, LLC | 420 | 0 | $5.1K | -$719 | 0.0% |
| Salomon & Ludwin, LLC | 1,458 | 0 | $19.1K | -$715 | 0.0% |
| Blue Trust, Inc. | 400 | 0 | $4.9K | -$684 | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 37 | -24 | $450 | -$397 | -39.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 192,339 | -4,155 | $2.3K | -$386 | -2.1% |
| Thrivent Financial for Lutherans | 122,749 | -7,806 | $1.5K | -$318 | -6.0% |
| MassMutual Private Wealth & Trust, FSB | 175 | 0 | $2.1K | -$300 | 0.0% |
| HUNTINGTON NATIONAL BANK | 145 | 0 | $1.8K | -$249 | 0.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 90 | 0 | $1.1K | -$154 | 0.0% |
| WHITTIER TRUST CO | 1,631 | 0 | $22.3K | +$97 | 0.0% |
| True Wealth Design, LLC | 54 | 0 | $659 | -$92 | 0.0% |
| AMALGAMATED BANK | 33,671 | -374 | $410 | -$63 | -1.1% |
| PRAXIS INVESTMENT MANAGEMENT INC | 21,350 | 0 | $260 | -$37 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 20,529 | 0 | $250 | -$35 | 0.0% |
| Abound Wealth Management | 18 | 0 | $220 | -$31 | 0.0% |
| LSV ASSET MANAGEMENT | 8,900 | 0 | $108 | -$16 | 0.0% |
| Covestor Ltd | 76 | -20 | $1 | $0 | -20.8% |