13F QoQ Ownership Changes
WTW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 120 new · 223 added · 398 reduced · 95 exited
New Positions(120)
Added To(223)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Dodge & Cox | 6,925,525 | +3,293,334 | $2.28B | +$1.02B | 90.7% |
| HARRIS ASSOCIATES L P | 5,613,089 | +1,318,482 | $1.84B | +$360.9M | 30.7% |
| BANK OF MONTREAL /CAN/ | 941,637 | +817,301 | $309.4M | +$266.5M | 657.3% |
| NORGES BANK | 1,555,541 | +105,737 | $511.2M | +$84.1M | 7.3% |
| Balyasny Asset Management L.P. | 432,838 | +219,749 | $142.2M | +$68.6M | 103.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111,436 | +93,799 | $36.6M | +$30.5M | 531.8% |
| Invesco Ltd. | 2,212,870 | +57,162 | $727.1M | -$17.5M | 2.6% |
| DIMENSIONAL FUND ADVISORS LP | 988,707 | +3,875 | $324.9M | -$15.2M | 0.4% |
| GOLDMAN SACHS GROUP INC | 654,012 | +70,188 | $214.9M | +$13.2M | 12.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43,903 | +36,738 | $14.8M | +$12.2M | 512.7% |
| Jain Global LLC | 50,200 | +34,810 | $16.5M | +$11.2M | 226.2% |
| BNP PARIBAS FINANCIAL MARKETS | 228,502 | +42,035 | $75.1M | +$10.7M | 22.5% |
| JANUS HENDERSON GROUP PLC | 894,530 | +19,298 | $293.9M | -$8.4M | 2.2% |
| Legal & General Group Plc | 690,210 | +10,697 | $226.8M | -$7.9M | 1.6% |
| BARCLAYS PLC | 324,274 | +13,601 | $99.4M | -$7.9M | 4.4% |
| Amundi | 320,717 | +41,759 | $105.4M | +$7.9M | 15.0% |
| Brandywine Global Investment Management, LLC | 328,291 | +38,549 | $107.9M | +$7.8M | 13.3% |
| AQR CAPITAL MANAGEMENT LLC | 162,720 | +29,365 | $53.5M | +$7.6M | 22.0% |
| Focus Partners Wealth | 21,726 | +20,978 | $7.1M | +$6.9M | 2804.5% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 66,488 | +20,700 | $21.8M | +$6.0M | 45.2% |
| Squarepoint Ops LLC | 30,443 | +18,341 | $10.0M | +$5.8M | 151.6% |
| CRAWFORD INVESTMENT COUNSEL INC | 331,415 | +357 | $108.9M | -$5.5M | 0.1% |
| SEI INVESTMENTS CO | 263,057 | +27,248 | $86.4M | +$5.0M | 11.6% |
| Cerity Partners LLC | 35,797 | +16,111 | $11.8M | +$5.0M | 81.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 60,859 | +17,033 | $20.0M | +$4.9M | 38.9% |
| Quantinno Capital Management LP | 39,935 | +14,683 | $13.1M | +$4.4M | 58.1% |
| PARNASSUS INVESTMENTS, LLC | 357,537 | +5,163 | $117.5M | -$4.2M | 1.5% |
| Gotham Asset Management, LLC | 111,958 | +16,726 | $36.8M | +$3.9M | 17.6% |
| Bank Julius Baer & Co. Ltd, Zurich | 11,339 | +11,184 | $3.8M | +$3.7M | 7215.5% |
| MACKENZIE FINANCIAL CORP | 37,576 | +11,623 | $12.5M | +$3.5M | 44.8% |
| Canoe Financial LP | 260,128 | +2,539 | $85.5M | -$3.5M | 1.0% |
| Interval Partners, LP | 21,851 | +10,238 | $7.2M | +$3.2M | 88.2% |
| Banque Cantonale Vaudoise | 9,387 | +323 | $3.1M | +$3.1M | 3.6% |
| Alberta Investment Management Corp | 140,400 | +15,400 | $46.1M | +$3.0M | 12.3% |
| Man Group plc | 14,232 | +7,307 | $4.7M | +$2.3M | 105.5% |
| Rockefeller Capital Management L.P. | 142,540 | +377 | $46.8M | -$2.3M | 0.3% |
| CIBC Asset Management Inc | 50,092 | +9,020 | $16.5M | +$2.3M | 22.0% |
| D.A. DAVIDSON & CO. | 14,672 | +7,170 | $4.8M | +$2.2M | 95.6% |
| Bridgewater Associates, LP | 44,809 | +7,904 | $14.7M | +$2.0M | 21.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,916 | +8,533 | $19.7M | +$1.9M | 16.6% |
| PNC Financial Services Group, Inc. | 20,225 | +6,340 | $6.6M | +$1.8M | 45.7% |
| MORGAN STANLEY | 942,389 | +40,781 | $309.7M | -$1.8M | 4.5% |
| JPMORGAN CHASE & CO | 302,024 | +9,693 | $99.2M | -$1.7M | 3.3% |
| Vident Advisory, LLC | 29,437 | +6,210 | $9.7M | +$1.6M | 26.7% |
| RBF Capital, LLC | 10,000 | +5,000 | $3.3M | +$1.6M | 100.0% |
| Varma Mutual Pension Insurance Co | 37,900 | +6,300 | $12.5M | +$1.5M | 19.9% |
| Dynamic Advisor Solutions LLC | 6,713 | +4,657 | $2.2M | +$1.5M | 226.5% |
| NATIONAL BANK OF CANADA /FI/ | 25,123 | +5,424 | $8.3M | +$1.5M | 27.5% |
| ALLSTATE CORP | 7,947 | +4,112 | $2.6M | +$1.3M | 107.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 204,529 | +7,696 | $66.7M | -$1.3M | 3.9% |
| AMERIPRISE FINANCIAL INC | 78,679 | +443 | $25.9M | -$1.2M | 0.6% |
| AMF Tjanstepension AB | 67,820 | +1 | $22.3M | -$1.1M | 0.0% |
| BANK OF NOVA SCOTIA | 16,264 | +3,729 | $5.3M | +$1.0M | 29.7% |
| FIRST TRUST ADVISORS LP | 129,456 | +3,477 | $42.5M | -$980.5K | 2.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 20,005 | +3,703 | $6.6M | +$942.1K | 22.7% |
| BRANDES INVESTMENT PARTNERS, LP | 275,591 | +15,979 | $90.6M | +$876.0K | 6.2% |
| Pacer Advisors, Inc. | 10,623 | +2,775 | $3.5M | +$779.6K | 35.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 17,283 | +3,033 | $5.7M | +$756.5K | 21.3% |
| Avanza Fonder AB | 9,128 | +2,606 | $3.0M | +$746.4K | 40.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 24,368 | +3,328 | $8.0M | +$739.1K | 15.8% |
| FIL Ltd | 31,884 | +3,672 | $10.5M | +$731.2K | 13.0% |
| Mirae Asset Global Investments Co., Ltd. | 17,800 | +2,863 | $5.8M | +$689.1K | 19.2% |
| DANSKE BANK A/S | 72,629 | +1,600 | $23.9M | -$671.1K | 2.3% |
| Lighthouse Investment Partners, LLC | 5,402 | +2,172 | $1.8M | +$659.3K | 67.2% |
| MUFG Securities EMEA plc | 3,925 | +2,058 | $1.3M | +$644.8K | 110.2% |
| Sequoia Financial Advisors, LLC | 3,650 | +2,011 | $1.2M | +$633.3K | 122.7% |
| NEOS Investment Management LLC | 14,641 | +2,478 | $4.8M | +$609.3K | 20.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,368 | +1,944 | $1.8M | +$581.1K | 56.8% |
| LPL Financial LLC | 35,031 | +67 | $11.5M | -$567.1K | 0.2% |
| Crossmark Global Holdings, Inc. | 3,070 | +1,769 | $1.0M | +$559.4K | 136.0% |
| Investment Management Corp of Ontario | 6,590 | +1,940 | $2.2M | +$559.1K | 41.7% |
| GATEWAY INVESTMENT ADVISERS LLC | 4,046 | +1,762 | $1.3M | +$540.5K | 77.1% |
| National Pension Service | 158,741 | +9,112 | $52.2M | +$473.0K | 6.1% |
| Concurrent Investment Advisors, LLC | 2,043 | +1,462 | $671.3K | +$470.6K | 251.6% |
| AVIVA PLC | 83,986 | +5,285 | $27.6M | +$410.5K | 6.7% |
| Tower Research Capital LLC (TRC) | 3,052 | +1,230 | $1.0M | +$373.5K | 67.5% |
| Creative Planning | 14,086 | +1,696 | $4.6M | +$348.8K | 13.7% |
| Ensign Peak Advisors, Inc | 36,564 | +2,774 | $12.0M | +$342.2K | 8.2% |
| DNB Asset Management AS | 19,945 | +15 | $6.6M | -$330.9K | 0.1% |
| HUNTINGTON NATIONAL BANK | 20,795 | +164 | $6.8M | -$293.7K | 0.8% |
| VIRTUS ADVISERS, LLC | 900 | +875 | $296.2K | +$287.6K | 3500.0% |
| Czech National Bank | 25,248 | +472 | $8.3M | -$262.4K | 1.9% |
| USS Investment Management Ltd | 16,188 | +63 | $5.3M | -$247.4K | 0.4% |
| NISA INVESTMENT ADVISORS, LLC | 9,953 | +1,171 | $3.3M | +$237.9K | 13.3% |
| FORTRESS PRIVATE LEDGER, LLC | 2,675 | +816 | $879.0K | +$236.8K | 43.9% |
| BROWN ADVISORY INC | 68,725 | +2,690 | $22.6M | -$228.9K | 4.1% |
| Global Retirement Partners, LLC | 1,534 | +703 | $504.1K | +$217.0K | 84.6% |
| World Investment Advisors | 1,581 | +802 | $484.4K | +$215.1K | 103.0% |
| Callan Family Office, LLC | 4,276 | +816 | $1.4M | +$210.0K | 23.6% |
| Central Pacific Bank - Trust Division | 1,450 | +675 | $476.5K | +$208.7K | 87.1% |
| Caprock Group, LLC | 2,057 | +571 | $678.0K | +$192.3K | 38.4% |
| BENJAMIN EDWARDS INC | 4,107 | +754 | $1.3M | +$191.3K | 22.5% |
| Mitsubishi UFJ Trust & Banking Corp | 55,703 | +3,262 | $18.3M | +$188.3K | 6.2% |
| NewEdge Advisors, LLC | 3,617 | +704 | $1.2M | +$182.0K | 24.2% |
| Pathstone Holdings, LLC | 9,760 | +971 | $3.2M | +$171.9K | 11.0% |
| LONDON CO OF VIRGINIA | 10,483 | +14 | $3.4M | -$171.8K | 0.1% |
| CHOREO, LLC | 2,945 | +603 | $982.4K | +$171.2K | 25.7% |
| T. Rowe Price Investment Management, Inc. | 3,505,195 | +664,202 | $1.2M | +$170.4K | 23.4% |
| M&G PLC | 38,367 | +2,269 | $12.6M | +$168.9K | 6.3% |
| LOUISBOURG INVESTMENTS INC. | 18,693 | +1,022 | $4.8M | +$164.0K | 5.8% |
| FIFTH THIRD BANCORP | 5,396 | +737 | $1.8M | +$163.7K | 15.8% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 9,164 | +12 | $3.0M | -$150.3K | 0.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,802 | +215 | $4.2M | -$141.4K | 1.7% |
| Vise Technologies, Inc. | 2,706 | +533 | $889.1K | +$138.4K | 24.5% |
| Atria Investments, Inc | 3,831 | +584 | $1.3M | +$137.3K | 18.0% |
| ProShare Advisors LLC | 20,330 | +595 | $6.7M | -$137.0K | 3.0% |
| M&T Bank Corp | 8,609 | +797 | $2.8M | +$130.3K | 10.2% |
| NEUBERGER BERMAN GROUP LLC | 9,704 | +120 | $3.2M | -$122.2K | 1.3% |
| Legacy Financial Advisors, Inc. | 3,813 | +536 | $1.3M | +$121.1K | 16.4% |
| Waverly Advisors, LLC | 1,171 | +388 | $384.6K | +$114.3K | 49.5% |
| Corient Private Wealth LLC | 8,904 | +2,627 | $2.3M | +$112.2K | 41.9% |
| Private Advisor Group, LLC | 1,123 | +376 | $369.0K | +$111.0K | 50.3% |
| Aaron Wealth Advisors LLC | 1,892 | +411 | $621.7K | +$110.1K | 27.8% |
| UBS Group AG | 307,517 | +14,693 | $101.1M | -$106.0K | 5.0% |
| Accretive Wealth Partners, LLC | 6,702 | +24 | $2.2M | -$104.6K | 0.3% |
| QUADRANT CAPITAL GROUP LLC | 1,481 | +347 | $486.7K | +$94.9K | 30.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,268 | +373 | $745.3K | +$90.6K | 19.7% |
| FIRST HORIZON CORP | 2,235 | +350 | $734.4K | +$83.2K | 18.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8,182 | +621 | $2.7M | +$76.7K | 8.2% |
| Live Oak Private Wealth LLC | 7,152 | +569 | $2.4M | +$76.0K | 8.6% |
| FORSTA AP-FONDEN | 21,540 | +840 | $7.1M | -$72.8K | 4.0% |
| BAUPOST GROUP LLC/MA | 1,357,601 | +268,536 | $446.1K | +$69.9K | 24.6% |
| GABELLI FUNDS LLC | 2,600 | +300 | $854.4K | +$59.8K | 13.0% |
| Wakefield Asset Management LLLP | 920 | +200 | $302.3K | +$53.6K | 27.8% |
| Meeder Advisory Services, Inc. | 1,098 | +198 | $360.8K | +$49.9K | 22.0% |
| GREENLEAF TRUST | 1,007 | +192 | $330.9K | +$49.4K | 23.6% |
| Parallel Advisors, LLC | 675 | +168 | $221.9K | +$46.6K | 33.1% |
| Siemens Fonds Invest GmbH | 1,566 | +182 | $522.4K | +$44.3K | 13.2% |
| AlTi Global, Inc. | 3,302 | +36 | $1.1M | -$43.2K | 1.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 10,117 | +534 | $3.3M | +$42.7K | 5.6% |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,961 | +218 | $644.4K | +$42.3K | 12.5% |
| Merit Financial Group, LLC | 2,204 | +223 | $724.2K | +$40.2K | 11.3% |
| Compound Planning, Inc. | 898 | +152 | $295.1K | +$37.4K | 20.4% |
| SYON CAPITAL LLC | 1,854 | +198 | $609.2K | +$37.2K | 11.9% |
| Assenagon Asset Management S.A. | 3,808 | +293 | $1.3M | +$37.1K | 8.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 8,845 | +537 | $2.9M | +$36.4K | 6.5% |
| ASSETMARK, INC | 7,101 | +242 | $2.3M | -$36.1K | 3.5% |
| FIRST MANHATTAN CO. LLC. | 2,204 | +3 | $726.3K | -$36.1K | 0.1% |
| 44 WEALTH MANAGEMENT LLC | 2,939 | +39 | $965.8K | -$36.0K | 1.3% |
| QRG CAPITAL MANAGEMENT, INC. | 2,467 | +224 | $810.5K | +$35.8K | 10.0% |
| Transamerica Financial Advisors, LLC | 182 | +104 | $59.9K | +$33.2K | 133.3% |
| Norinchukin Bank, The | 5,422 | +172 | $1.8M | -$31.9K | 3.3% |
| AGF MANAGEMENT LTD | 9,690 | +381 | $3.2M | -$31.7K | 4.1% |
| Metis Global Partners, LLC | 6,538 | +233 | $2.1M | -$29.7K | 3.7% |
| Ancora Advisors LLC | 127 | +91 | $41.7K | +$29.3K | 252.8% |
| Empower Advisory Group, LLC | 1,740 | +3 | $571.8K | -$28.3K | 0.2% |
| Manchester Capital Management LLC | 133 | +88 | $43.7K | +$28.2K | 195.6% |
| Smartleaf Asset Management LLC | 656 | +97 | $218.8K | +$27.5K | 17.4% |
| INTRUST BANK NA | 2,641 | +53 | $867.8K | -$26.2K | 2.0% |
| Atlantic Union Bankshares Corp | 1,679 | +7 | $551.7K | -$25.9K | 0.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 360 | +82 | $118.3K | +$22.3K | 29.5% |
| HighPoint Advisor Group LLC | 1,535 | +13 | $504.5K | -$21.2K | 0.8% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 76 | +60 | $25.0K | +$19.5K | 375.0% |
| Lido Advisors, LLC | 2,360 | +88 | $805.9K | +$19.2K | 3.9% |
| ROTHSCHILD INVESTMENT LLC | 1,168 | +2 | $383.9K | -$19.0K | 0.2% |
| Empowered Funds, LLC | 5,080 | +302 | $1.7M | +$18.7K | 6.3% |
| ORG Partners LLC | 1,124 | +1 | $369.3K | -$18.6K | 0.1% |
| Optimize Financial Inc | 1,384 | +16 | $454.8K | -$17.8K | 1.2% |
| MAI Capital Management | 1,120 | +4 | $368.1K | -$17.6K | 0.3% |
| SG Americas Securities, LLC | 61,135 | +53,394 | $20.1K | +$17.4K | 689.8% |
| ROCKLAND TRUST CO | 1,278 | +12 | $420.0K | -$17.4K | 0.9% |
| IEQ CAPITAL, LLC | 1,033 | +1 | $339.5K | -$17.1K | 0.1% |
| SIGNATUREFD, LLC | 281 | +60 | $92.4K | +$16.0K | 27.1% |
| Mayflower Financial Advisors, LLC | 1,095 | +10 | $359.8K | -$15.0K | 0.9% |
| Red Door Wealth Management, LLC | 841 | +1 | $276.4K | -$13.8K | 0.1% |
| BIRCH FINANCIAL GROUP, LLC | 837 | +1 | $275.1K | -$13.7K | 0.1% |
| Evanson Asset Management, LLC | 1,195 | +19 | $392.7K | -$13.6K | 1.6% |
| Grove Bank & Trust | 51 | +41 | $16.8K | +$13.3K | 410.0% |
| Aptus Capital Advisors, LLC | 822 | +2 | $270.1K | -$13.2K | 0.2% |
| HB Wealth Management, LLC | 3,169 | +117 | $1.0M | -$13.0K | 3.8% |
| CIBC Private Wealth Group LLC | 5,113 | +214 | $1.7M | -$12.2K | 4.4% |
| Root Financial Partners, LLC | 242 | +46 | $79.5K | +$11.8K | 23.5% |
| Clearstead Advisors, LLC | 3,062 | +183 | $1.0M | +$11.6K | 6.3% |
| Larson Financial Group LLC | 88 | +37 | $28.9K | +$11.3K | 72.5% |
| Avantra Family Wealth, Inc. | 1,484 | +42 | $487.6K | -$10.5K | 2.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83,693 | +24,599 | $30.3K | +$9.9K | 41.6% |
| Fisher Asset Management, LLC | 749 | +63 | $246.4K | +$9.2K | 9.2% |
| Crestwood Advisors Group, LLC | 641 | +57 | $210.7K | +$8.9K | 9.8% |
| PDS Planning, Inc | 637 | +56 | $209.3K | +$8.6K | 9.6% |
| Chicago Partners Investment Group LLC | 2,012 | +11 | $649.5K | +$8.4K | 0.5% |
| &PARTNERS | 1,422 | +71 | $467.5K | -$8.4K | 5.3% |
| MATHER GROUP, LLC. | 633 | +7 | $207.9K | -$8.2K | 1.1% |
| TD PRIVATE CLIENT WEALTH LLC | 3,023 | +125 | $993.4K | -$7.8K | 4.3% |
| Nemes Rush Group LLC | 26 | +23 | $8.5K | +$7.5K | 766.7% |
| BROWN BROTHERS HARRIMAN & CO | 1,460 | +53 | $479.8K | -$6.3K | 3.8% |
| CATALYST FINANCIAL PARTNERS LLC | 636 | +14 | $209.0K | -$5.9K | 2.3% |
| DAVENPORT & Co LLC | 1,418 | +86 | $466.0K | +$5.8K | 6.5% |
| JFS WEALTH ADVISORS, LLC | 73 | +20 | $24.0K | +$5.7K | 37.7% |
| ELEVATION WEALTH PARTNERS, LLC | 23 | +17 | $7.6K | +$5.5K | 283.3% |
| SouthState Corp | 24 | +17 | $7.9K | +$5.5K | 242.8% |
| Prestige Wealth Management Group LLC | 18 | +15 | $5.6K | +$4.6K | 500.0% |
| LRI Investments, LLC | 297 | +2 | $97.6K | -$4.3K | 0.7% |
| Meiji Yasuda Asset Management Co Ltd. | 701 | +24 | $230.3K | -$3.5K | 3.5% |
| MCF Advisors LLC | 22 | +11 | $7.3K | +$3.4K | 100.0% |
| Cullen/Frost Bankers, Inc. | 66 | +12 | $21.8K | +$3.1K | 22.2% |
| PETTYJOHN, WOOD & WHITE, INC | 723 | +43 | $237.6K | +$2.7K | 6.3% |
| Rossby Financial, LCC | 32 | +9 | $10.5K | +$2.6K | 39.1% |
| SJS Investment Consulting Inc. | 15 | +8 | $4.9K | +$2.5K | 114.3% |
| Horizon Investments, LLC | 3,138 | +160 | $1.0M | +$2.4K | 5.4% |
| HARBOR INVESTMENT ADVISORY, LLC | 105 | +12 | $34.5K | +$2.4K | 12.9% |
| SBI Securities Co., Ltd. | 7 | +6 | $2.3K | +$2.0K | 600.0% |
| Parkside Financial Bank & Trust | 265 | +18 | $87.1K | +$1.8K | 7.3% |
| HARBOUR INVESTMENTS, INC. | 26 | +6 | $8.5K | +$1.6K | 30.0% |
| Howard Capital Management Inc. | 744 | +40 | $244.5K | +$1.3K | 5.7% |
| Bay Harbor Wealth Management, LLC | 12 | +4 | $4.0K | +$1.2K | 50.0% |
| PRIVATE TRUST CO NA | 278 | +17 | $91.4K | +$1.2K | 6.5% |
| UMB Bank, n.a. | 606 | +32 | $199.1K | +$843 | 5.6% |
| Versant Capital Management, Inc | 188 | +7 | $61.8K | -$749 | 3.9% |
| GAMMA Investing LLC | 3,427 | +165 | $1.1M | -$746 | 5.0% |
| Mn Services Vermogensbeheer B.V. | 37,854 | +492 | $12.4K | -$468 | 1.3% |
| Daiwa Securities Group Inc. | 25,594 | +278 | $8.4K | -$335 | 1.1% |
| CYBER HORNET ETFs LLC | 288 | +15 | $94.6K | +$329 | 5.5% |
| PRAXIS INVESTMENT MANAGEMENT INC | 2,726 | +946 | $896 | +$281 | 53.1% |
| Dunhill Financial, LLC | 10 | +1 | $3.4K | +$228 | 11.1% |
| Rialto Wealth Management, LLC | 7 | +1 | $2.3K | +$228 | 16.7% |
| Aspect Partners, LLC | 34 | +1 | $11.2K | -$227 | 3.0% |
| Crewe Advisors LLC | 94 | +4 | $30.9K | -$202 | 4.4% |
| MEEDER ASSET MANAGEMENT INC | 29 | +1 | $9.5K | -$144 | 3.6% |
| DiNuzzo Private Wealth, Inc. | 28 | +1 | $6.1K | +$130 | 3.7% |
| BESSEMER GROUP INC | 1,354 | +261 | $445 | +$69 | 23.9% |
| CX Institutional | 1,171 | +174 | $385 | +$41 | 17.4% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2,147 | +1 | $705 | -$36 | 0.0% |
| GW&K Investment Management, LLC | 94 | +27 | $31 | +$8 | 40.3% |