13F QoQ Ownership Changes
XYL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 155 new · 397 added · 559 reduced · 103 exited
New Positions(155)
Added To(397)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 30,054,743 | +152,507 | $4.09B | -$317.7M | 0.5% |
| BlackRock, Inc. | 25,178,446 | +464,386 | $3.43B | -$216.5M | 1.9% |
| Qube Research & Technologies Ltd | 933,737 | +851,497 | $127.2M | +$115.0M | 1035.4% |
| STATE STREET CORP | 11,233,427 | +280,221 | $1.53B | -$85.8M | 2.5% |
| JENNISON ASSOCIATES LLC | 633,648 | +448,148 | $86.3M | +$58.9M | 241.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,357,278 | +151,754 | $862.4M | -$49.1M | 2.4% |
| CREDIT AGRICOLE S A | 516,417 | +365,705 | $70.3M | +$48.1M | 242.7% |
| MARSHALL WACE, LLP | 294,783 | +293,261 | $40.1M | +$39.9M | 19268.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,548,508 | +355,826 | $210.9M | +$39.2M | 29.8% |
| Russell Investments Group, Ltd. | 651,717 | +294,515 | $89.2M | +$36.9M | 82.5% |
| Invesco Ltd. | 3,293,959 | +6,063 | $448.6M | -$36.4M | 0.2% |
| Squarepoint Ops LLC | 311,940 | +270,505 | $42.5M | +$36.4M | 652.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 477,601 | +258,768 | $65.0M | +$32.8M | 118.2% |
| AVIVA PLC | 741,313 | +273,912 | $101.0M | +$32.0M | 58.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 401,793 | +230,200 | $54.7M | +$29.4M | 134.2% |
| MORGAN STANLEY | 4,541,906 | +150,207 | $618.5M | -$29.3M | 3.4% |
| Amundi | 5,221,509 | +264,693 | $711.0M | -$28.2M | 5.3% |
| Man Group plc | 723,780 | +235,483 | $98.6M | +$26.5M | 48.2% |
| NORGES BANK | 2,650,989 | +173,286 | $361.0M | +$26.4M | 7.0% |
| TWO SIGMA INVESTMENTS, LP | 228,235 | +176,478 | $31.1M | +$23.4M | 341.0% |
| Candriam S.C.A. | 761,423 | +205,821 | $103.7M | +$21.7M | 37.0% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 186,422 | +156,828 | $25.4M | +$21.0M | 529.9% |
| DIMENSIONAL FUND ADVISORS LP | 2,036,433 | +16,626 | $277.3M | -$20.5M | 0.8% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 355,595 | +165,285 | $48.4M | +$20.4M | 86.8% |
| GOLDMAN SACHS GROUP INC | 1,877,203 | +282,001 | $255.6M | +$20.3M | 17.7% |
| Robeco Institutional Asset Management B.V. | 362,056 | +162,218 | $49.3M | +$19.8M | 81.2% |
| FRANKLIN RESOURCES INC | 1,787,994 | +10,314 | $243.5M | -$18.7M | 0.6% |
| WELLS FARGO & COMPANY/MN | 2,018,848 | +31,153 | $274.9M | -$18.3M | 1.6% |
| Allianz Asset Management GmbH | 612,252 | +160,476 | $83.4M | +$16.7M | 35.5% |
| Swedbank AB | 5,507,966 | +310,213 | $750.1M | -$16.6M | 6.0% |
| NORTHERN TRUST CORP | 3,409,621 | +150,388 | $464.3M | -$16.4M | 4.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,483,961 | +19,031 | $202.1M | -$14.0M | 1.3% |
| BANK OF AMERICA CORP /DE/ | 1,812,185 | +47,585 | $246.8M | -$13.5M | 2.7% |
| Gotham Asset Management, LLC | 308,843 | +112,283 | $42.1M | +$13.1M | 57.1% |
| UBS Group AG | 1,223,599 | +7,062 | $166.6M | -$12.8M | 0.6% |
| OFI INVEST ASSET MANAGEMENT | 357,395 | +122,991 | $41.4M | +$12.0M | 52.5% |
| Quantinno Capital Management LP | 290,842 | +97,608 | $39.6M | +$11.1M | 50.5% |
| LAZARD ASSET MANAGEMENT LLC | 724,762 | +130,589 | $98.7M | +$11.1M | 22.0% |
| Voya Investment Management LLC | 1,004,555 | +135,800 | $136.8M | +$8.7M | 15.6% |
| J. Stern & Co. LLP | 45,448,168 | +45,082,435 | $45.4M | -$8.5M | 12326.6% |
| UniSuper Management Pty Ltd | 195,848 | +71,472 | $26.7M | +$8.3M | 57.5% |
| DANSKE BANK A/S | 312,845 | +79,959 | $42.6M | +$8.3M | 34.3% |
| JANUS HENDERSON GROUP PLC | 894,784 | +18,889 | $121.8M | -$7.4M | 2.1% |
| SCOPUS ASSET MANAGEMENT, L.P. | 258,271 | +69,473 | $35.2M | +$7.3M | 36.8% |
| FIRST TRUST ADVISORS LP | 660,038 | +2,145 | $89.9M | -$7.2M | 0.3% |
| MACKENZIE FINANCIAL CORP | 93,935 | +51,575 | $12.9M | +$6.7M | 121.8% |
| Korea Investment CORP | 273,591 | +62,580 | $37.3M | +$6.1M | 29.6% |
| Jump Financial, LLC | 44,174 | +41,634 | $6.0M | +$5.6M | 1639.1% |
| STANSBERRY ASSET MANAGEMENT, LLC | 74,002 | +41,458 | $10.1M | +$5.3M | 127.4% |
| Vontobel Holding Ltd. | 814,100 | +97,051 | $110.9M | +$5.1M | 13.5% |
| TUDOR INVESTMENT CORP ET AL | 79,754 | +38,999 | $10.9M | +$4.8M | 95.7% |
| AMERICAN CENTURY COMPANIES INC | 1,620,907 | +157,115 | $220.7M | +$4.8M | 10.7% |
| California Public Employees Retirement System | 445,062 | +2,018 | $60.6M | -$4.7M | 0.5% |
| AMG National Trust Bank | 46,874 | +35,592 | $6.4M | +$4.7M | 315.5% |
| LPL Financial LLC | 493,430 | +6,182 | $67.2M | -$4.7M | 1.3% |
| PRUDENTIAL FINANCIAL INC | 294,233 | +54,238 | $40.1M | +$4.7M | 22.6% |
| Federation des caisses Desjardins du Quebec | 67,418 | +36,286 | $9.2M | +$4.6M | 116.5% |
| Bridgewater Associates, LP | 39,593 | +32,635 | $5.4M | +$4.4M | 469.0% |
| RAYMOND JAMES FINANCIAL INC | 441,888 | +7,221 | $60.2M | -$3.9M | 1.7% |
| BARCLAYS PLC | 731,578 | +63,458 | $94.6M | -$3.9M | 9.5% |
| MUFG Securities EMEA plc | 32,990 | +28,331 | $4.5M | +$3.8M | 608.1% |
| COUNTRY TRUST BANK | 294,622 | +47,725 | $40.1M | +$3.7M | 19.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 176,926 | +38,219 | $24.1M | +$3.6M | 27.6% |
| AlphaQuest LLC | 31,585 | +25,256 | $4.3M | +$3.4M | 399.1% |
| FERNBRIDGE CAPITAL MANAGEMENT LP | 330,627 | +47,865 | $45.0M | +$3.3M | 16.9% |
| Mariner, LLC | 333,205 | +3,020 | $45.4M | -$3.3M | 0.9% |
| WELCH & FORBES LLC | 401,832 | +8,461 | $54.7M | -$3.3M | 2.1% |
| Skandinaviska Enskilda Banken AB (publ) | 374,948 | +8,769 | $51.1M | -$3.0M | 2.4% |
| CIBC Asset Management Inc | 57,608 | +23,732 | $7.8M | +$2.8M | 70.0% |
| AEGON ASSET MANAGEMENT UK Plc | 432,870 | +15,219 | $58.9M | -$2.7M | 3.6% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 25,324 | +18,969 | $3.4M | +$2.5M | 298.5% |
| LBP AM SA | 287,535 | +5,051 | $39.2M | -$2.5M | 1.8% |
| PRINCIPAL FINANCIAL GROUP INC | 284,609 | +5,225 | $38.8M | -$2.5M | 1.9% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 74,407 | +22,065 | $10.1M | +$2.4M | 42.1% |
| Hemenway Trust Co LLC | 218,362 | +452 | $29.7M | -$2.4M | 0.2% |
| Rakuten Investment Management, Inc. | 32,026 | +25,000 | $4.4M | +$2.4M | 355.8% |
| BURNEY CO/ | 37,246 | +18,672 | $5.1M | +$2.3M | 100.5% |
| FEDERATED HERMES, INC. | 324,509 | +10,519 | $44.2M | -$2.1M | 3.4% |
| Covea Finance | 236,147 | +4,600 | $32.2M | -$2.0M | 2.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 43,052 | +15,818 | $5.9M | +$1.8M | 58.1% |
| Sequoia Financial Advisors, LLC | 344,214 | +13,938 | $46.9M | -$1.8M | 4.2% |
| BANK OF NOVA SCOTIA | 45,888 | +15,931 | $6.2M | +$1.8M | 53.2% |
| STIFEL FINANCIAL CORP | 189,524 | +2,575 | $25.8M | -$1.8M | 1.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 274,506 | +9,102 | $37.4M | -$1.8M | 3.4% |
| LGT CAPITAL PARTNERS LTD. | 303,694 | +34,990 | $41.4M | +$1.7M | 13.0% |
| LGT Group Foundation | 77,943 | +15,927 | $10.7M | +$1.6M | 25.7% |
| CIBC WORLD MARKET INC. | 48,851 | +14,104 | $6.7M | +$1.5M | 40.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 582,277 | +33,090 | $79.6M | -$1.4M | 6.0% |
| DNB Asset Management AS | 122,820 | +466 | $16.7M | -$1.3M | 0.4% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 49,665 | +12,639 | $6.8M | +$1.3M | 34.1% |
| RENAISSANCE TECHNOLOGIES LLC | 359,371 | +36,200 | $48.9M | +$1.3M | 11.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 513,862 | +27,749 | $70.5M | -$1.2M | 5.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 31,691 | +10,604 | $4.3M | +$1.2M | 50.3% |
| EVENTIDE ASSET MANAGEMENT, LLC | 113,301 | +453 | $15.4M | -$1.2M | 0.4% |
| Mitsubishi UFJ Trust & Banking Corp | 105,873 | +76 | $14.4M | -$1.2M | 0.1% |
| Boston Common Asset Management, LLC | 143,740 | +19,073 | $19.6M | +$1.2M | 15.3% |
| CenterBook Partners LP | 27,338 | +10,039 | $3.7M | +$1.2M | 58.0% |
| ALLSTATE CORP | 17,777 | +8,988 | $2.4M | +$1.1M | 102.3% |
| Empower Advisory Group, LLC | 98,004 | +15,126 | $13.3M | +$1.1M | 18.3% |
| Investment Management Corp of Ontario | 20,606 | +9,154 | $2.8M | +$1.1M | 79.9% |
| BANK OF MONTREAL /CAN/ | 315,565 | +16,796 | $43.0M | -$1.1M | 5.6% |
| MEEDER ASSET MANAGEMENT INC | 7,798 | +7,761 | $1.1M | +$1.1M | 20975.7% |
| RPG Investment Advisory, LLC | 137,231 | +3,503 | $18.7M | -$1.0M | 2.6% |
| Tidal Investments LLC | 57,943 | +11,467 | $7.9M | +$1.0M | 24.7% |
| Focus Partners Wealth | 73,725 | +12,638 | $10.0M | +$1.0M | 20.7% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 35,696 | +9,303 | $4.9M | +$968.1K | 35.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 96,182 | +993 | $13.1M | -$942.3K | 1.0% |
| Perigon Wealth Management, LLC | 9,597 | +7,101 | $1.3M | +$938.8K | 284.5% |
| B. Metzler seel. Sohn & Co. AG | 82,298 | +158 | $11.2M | -$901.2K | 0.2% |
| Brevan Howard Capital Management LP | 14,264 | +7,170 | $1.9M | +$896.1K | 101.1% |
| MIDDLETON & CO INC/MA | 81,122 | +236 | $11.0M | -$883.5K | 0.3% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 121,989 | +3,479 | $16.6M | -$867.8K | 2.9% |
| Renaissance Investment Group LLC | 82,543 | +781 | $11.2M | -$819.3K | 0.9% |
| TD Asset Management Inc | 91,612 | +1,529 | $12.5M | -$811.5K | 1.7% |
| CAMDEN NATIONAL BANK | 72,016 | +96 | $9.8M | -$801.1K | 0.1% |
| NORTHSTAR ASSET MANAGEMENT INC | 81,333 | +986 | $11.1M | -$775.3K | 1.2% |
| JONES FINANCIAL COMPANIES LLLP | 11,713 | +5,654 | $1.6M | +$728.4K | 93.3% |
| PUZO MICHAEL J | 64,243 | +11 | $8.7M | -$725.6K | 0.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 43,114 | +8,139 | $5.9M | +$712.5K | 23.3% |
| Groupe la Francaise | 80,067 | +1,561 | $10.9M | -$682.1K | 2.0% |
| Elo Mutual Pension Insurance Co | 39,216 | +7,572 | $5.3M | +$672.9K | 23.9% |
| State of Tennessee, Department of Treasury | 141,307 | +13,650 | $19.5M | +$652.6K | 10.7% |
| TORONTO DOMINION BANK | 162,911 | +16,856 | $22.2M | +$642.1K | 11.5% |
| ECOFI INVESTISSEMENTS SA | 56,400 | +100 | $7.7M | -$623.7K | 0.2% |
| Kestra Advisory Services, LLC | 14,687 | +5,289 | $2.0M | +$613.9K | 56.3% |
| Trium Capital LLP | 17,403 | +5,490 | $2.4M | +$612.8K | 46.1% |
| NATIONAL BANK OF CANADA /FI/ | 159,044 | +8,077 | $21.7M | -$609.7K | 5.3% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6,317 | +4,595 | $860.3K | +$606.2K | 266.8% |
| MAIRS & POWER INC | 5,970 | +4,504 | $813.0K | +$596.8K | 307.2% |
| Union Bancaire Privee, UBP SA | 35,202 | +6,370 | $4.7M | +$553.3K | 22.1% |
| Kidder Stephen W | 48,730 | +65 | $6.6M | -$542.0K | 0.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 38,037 | +6,028 | $5.2M | +$540.4K | 18.8% |
| Fulcrum Capital LLC | 58,777 | +868 | $8.0M | -$537.3K | 1.5% |
| Providence Capital Advisors, LLC | 50,431 | +250 | $6.9M | -$534.1K | 0.5% |
| NewEdge Advisors, LLC | 43,063 | +6,897 | $5.9M | +$529.9K | 19.1% |
| Quarry LP | 3,996 | +3,832 | $544.2K | +$520.0K | 2336.6% |
| SFE Investment Counsel | 43,420 | +88 | $5.9M | -$478.5K | 0.2% |
| Boston Trust Walden Corp | 7,542 | +3,810 | $1.0M | +$476.6K | 102.1% |
| Cerity Partners LLC | 371,419 | +31,681 | $50.6M | +$468.7K | 9.3% |
| Mirae Asset Global Investments Co., Ltd. | 46,644 | +6,699 | $6.4M | +$460.1K | 16.8% |
| Y-Intercept (Hong Kong) Ltd | 6,565 | +3,573 | $894.0K | +$452.7K | 119.4% |
| Perennial Advisors, LLC | 50,228 | +823 | $6.8M | -$447.2K | 1.7% |
| Hilton Capital Management, LLC | 44,266 | +413 | $6.0M | -$440.3K | 0.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,015 | +3,419 | $819.1K | +$436.2K | 131.7% |
| Asset Management One Co., Ltd. | 170,772 | +7,652 | $23.6M | -$428.1K | 4.7% |
| Aberdeen Group plc | 381,016 | +17,620 | $51.9M | -$424.1K | 4.8% |
| Metis Global Partners, LLC | 50,993 | +1,059 | $6.9M | -$421.0K | 2.1% |
| Benson Investment Management Company, Inc. | 44,376 | +560 | $6.0M | -$419.7K | 1.3% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 4,887 | +3,196 | $665.5K | +$416.0K | 189.0% |
| Portland Global Advisors LLC | 47,684 | +908 | $6.5M | -$405.9K | 1.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 531,821 | +38,068 | $72.4M | -$405.2K | 7.7% |
| NEOS Investment Management LLC | 30,476 | +4,963 | $4.2M | +$387.1K | 19.4% |
| Prestige Wealth Management Group LLC | 3,638 | +3,038 | $474.9K | +$386.4K | 506.3% |
| SIMPLEX TRADING, LLC | 2,805 | +2,392 | $382.0K | +$381.9K | 579.2% |
| Czech National Bank | 64,199 | +2,377 | $8.7M | -$376.1K | 3.8% |
| NISA INVESTMENT ADVISORS, LLC | 52,401 | +1,614 | $7.1M | -$355.1K | 3.2% |
| Delaney Dennis R | 31,452 | +40 | $4.3M | -$350.1K | 0.1% |
| ProShare Advisors LLC | 56,275 | +6,692 | $7.7M | +$350.0K | 13.5% |
| Notis-McConarty Edward | 31,678 | +86 | $4.3M | -$345.9K | 0.3% |
| CAPTRUST FINANCIAL ADVISORS | 48,501 | +1,433 | $6.6M | -$337.7K | 3.0% |
| Redmond Asset Management, LLC | 32,348 | +294 | $4.4M | -$322.8K | 0.9% |
| Tower Research Capital LLC (TRC) | 4,745 | +2,517 | $646.2K | +$317.5K | 113.0% |
| Frank, Rimerman Advisors LLC | 4,569 | +2,486 | $622.2K | +$315.0K | 119.3% |
| Parallel Advisors, LLC | 47,664 | +1,616 | $6.5M | -$301.1K | 3.5% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10,635 | +2,783 | $1.4M | +$292.3K | 35.4% |
| Dempze Nancy E | 28,574 | +256 | $3.9M | -$285.7K | 0.9% |
| HALL LAURIE J TRUSTEE | 32,256 | +565 | $4.4M | -$281.8K | 1.8% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,516 | +373 | $4.0M | -$279.1K | 1.3% |
| Steward Partners Investment Advisory, LLC | 26,260 | +183 | $3.6M | -$270.2K | 0.7% |
| Silvant Capital Management LLC | 27,618 | +444 | $3.8M | -$247.1K | 1.6% |
| Ensign Peak Advisors, Inc | 53,200 | +2,417 | $7.2M | -$245.7K | 4.8% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 39,104 | +4,655 | $5.3M | +$244.0K | 13.5% |
| Callan Family Office, LLC | 7,121 | +2,168 | $969.8K | +$239.2K | 43.8% |
| Nvest Financial, LLC | 4,348 | +1,951 | $592.1K | +$238.6K | 81.4% |
| Night Squared LP | 45,325 | +5,080 | $6.2M | +$236.2K | 12.6% |
| LAFFER TENGLER INVESTMENTS, INC. | 23,126 | +183 | $3.1M | -$234.8K | 0.8% |
| Corient Private Wealth LLC | 110,578 | +66,761 | $6.7M | +$221.9K | 152.4% |
| NewEdge Wealth, LLC | 2,991 | +1,657 | $407.3K | +$206.3K | 124.2% |
| &PARTNERS | 12,694 | +2,332 | $1.7M | +$203.3K | 22.5% |
| AZZAD ASSET MANAGEMENT INC /ADV | 20,072 | +182 | $2.7M | -$200.3K | 0.9% |
| Wealthspire Advisors, LLC | 1,640 | +1,467 | $223.3K | +$197.8K | 848.0% |
| Elefante Mark B | 28,984 | +905 | $3.9M | -$194.6K | 3.2% |
| Harrington Investments, INC | 22,372 | +465 | $3.0M | -$184.6K | 2.1% |
| Horizon Investments, LLC | 21,538 | +2,886 | $2.9M | +$181.9K | 15.5% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 11,550 | +679 | $1.6M | +$166.6K | 6.2% |
| Global Retirement Partners, LLC | 3,049 | +1,340 | $415.2K | +$163.2K | 78.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 49,469 | +2,710 | $6.7M | -$160.3K | 5.8% |
| SYON CAPITAL LLC | 5,195 | +1,476 | $707.5K | +$158.9K | 39.7% |
| SHUFRO ROSE & CO LLC | 6,357 | +427 | $865.7K | +$157.3K | 7.2% |
| BRADLEY FOSTER & SARGENT INC/CT | 25,553 | +3,018 | $3.5M | +$155.8K | 13.4% |
| Brown Miller Wealth Management, LLC | 16,265 | +223 | $2.2M | -$151.2K | 1.4% |
| IFG Advisory, LLC | 27,382 | +1,081 | $3.7M | -$150.7K | 4.1% |
| Canada Post Corp Registered Pension Plan | 5,324 | +1,290 | $725.0K | +$144.3K | 32.0% |
| Highview Capital Management LLC/DE/ | 13,268 | +54 | $1.8M | -$142.2K | 0.4% |
| TRUST CO OF VERMONT | 7,221 | +1,514 | $983.4K | +$141.6K | 26.5% |
| Ascent Wealth Partners, LLC | 14,574 | +189 | $2.0M | -$137.1K | 1.3% |
| M. Kulyk & Associates, LLC | 42,851 | +2,374 | $5.8M | -$134.9K | 5.9% |
| Curi Capital, LLC | 3,155 | +1,130 | $429.6K | +$131.0K | 55.8% |
| Apollon Wealth Management, LLC | 18,442 | +529 | $2.5M | -$130.8K | 3.0% |
| Crossmark Global Holdings, Inc. | 13,539 | +1,897 | $1.8M | +$126.5K | 16.3% |
| OPPENHEIMER & CO INC | 83,257 | +7,247 | $11.3M | +$126.5K | 9.5% |
| Chesley Taft & Associates LLC | 15,115 | +309 | $2.1M | -$125.5K | 2.1% |
| Strengthening Families & Communities, LLC | 21,270 | +754 | $2.9M | -$122.1K | 3.7% |
| LGT Fund Management Co Ltd. | 16,027 | +290 | $2.2M | -$122.0K | 1.8% |
| Diversified Trust Co | 12,165 | +112 | $1.7M | -$121.2K | 0.9% |
| Aaron Wealth Advisors LLC | 7,174 | +1,352 | $977.0K | +$118.2K | 23.2% |
| MAI Capital Management | 26,877 | +2,862 | $3.7M | +$117.8K | 11.9% |
| Summit Trail Advisors, LLC | 12,851 | +1,774 | $1.7M | +$116.1K | 16.0% |
| Generali Asset Management SPA SGR | 13,450 | +268 | $1.8M | -$112.7K | 2.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,004,526 | +904,901 | $273.0K | +$110.8K | 82.3% |
| Cambria Investment Management, L.P. | 10,092 | +26 | $1.4M | -$110.4K | 0.3% |
| Private Advisor Group, LLC | 12,447 | +1,700 | $1.7M | +$109.9K | 15.8% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 10,031 | +1,500 | $1.4M | +$107.7K | 17.6% |
| AlphaCore Capital LLC | 1,719 | +859 | $234.1K | +$107.3K | 99.9% |
| HBK Sorce Advisory LLC | 2,181 | +786 | $309.9K | +$103.2K | 56.3% |
| Alesco Advisors LLC | 9,194 | +8 | $1.3M | -$102.9K | 0.1% |
| Miracle Mile Advisors, LLC | 9,751 | +52 | $1.3M | -$102.7K | 0.5% |
| Farther Finance Advisors, LLC | 3,632 | +961 | $494.7K | +$100.7K | 36.0% |
| Ethic Inc. | 71,911 | +4,855 | $9.8M | -$98.0K | 7.2% |
| SILVER OAK SECURITIES, INCORPORATED | 2,590 | +832 | $356.4K | +$97.1K | 47.3% |
| Maryland State Retirement & Pension System | 12,127 | +300 | $1.7M | -$93.0K | 2.5% |
| WHITTIER TRUST CO | 10,949 | +19 | $1.5M | -$90.4K | 0.2% |
| HUB Investment Partners, LLC | 3,363 | +855 | $458.0K | +$88.0K | 34.1% |
| Argent Trust Co | 7,917 | +12 | $1.1M | -$87.9K | 0.1% |
| CRAWFORD INVESTMENT COUNSEL INC | 8,934 | +105 | $1.2M | -$85.6K | 1.2% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 7,779 | +21 | $1.1M | -$85.0K | 0.3% |
| PFG Investments, LLC | 10,480 | +1,379 | $1.4M | +$84.8K | 15.2% |
| Kera Capital Partners, Inc. | 2,155 | +688 | $297.1K | +$80.7K | 46.9% |
| Chicago Capital, LLC | 17,270 | +803 | $2.4M | -$77.1K | 4.9% |
| Chicago Partners Investment Group LLC | 3,274 | +708 | $462.4K | +$76.3K | 27.6% |
| Moors & Cabot, Inc. | 9,365 | +202 | $1.3M | -$76.2K | 2.2% |
| COMMERCE BANK | 5,869 | +964 | $799.2K | +$75.8K | 19.6% |
| StoneX Group Inc. | 7,591 | +1,080 | $1.0M | +$73.7K | 16.6% |
| Brooklyn Investment Group | 2,007 | +623 | $277.7K | +$73.5K | 45.0% |
| Beacon Pointe Advisors, LLC | 3,596 | +766 | $489.7K | +$72.2K | 27.1% |
| SWS Partners | 7,402 | +82 | $1.0M | -$71.8K | 1.1% |
| BENJAMIN EDWARDS INC | 18,053 | +906 | $2.5M | -$71.0K | 5.3% |
| Gouws Capital LLC | 24,176 | +2,315 | $3.3M | +$67.8K | 10.6% |
| QUADRANT CAPITAL GROUP LLC | 8,418 | +205 | $1.1M | -$65.1K | 2.5% |
| Baker Avenue Asset Management, LP | 2,049 | +587 | $279.1K | +$63.4K | 40.1% |
| Prospera Financial Services Inc | 12,465 | +1,378 | $1.7M | +$62.1K | 12.4% |
| Concurrent Investment Advisors, LLC | 2,130 | +579 | $289.9K | +$61.1K | 37.3% |
| MML INVESTORS SERVICES, LLC | 10,701 | +1,223 | $1.5M | +$59.3K | 12.9% |
| Independent Advisor Alliance | 5,282 | +5 | $719.3K | -$59.1K | 0.1% |
| Snowden Capital Advisors LLC | 2,490 | +591 | $339.1K | +$59.0K | 31.1% |
| Biltmore Wealth Management, LLC | 5,312 | +13 | $723.4K | -$58.2K | 0.2% |
| Thrive Wealth Management, LLC | 5,015 | +5 | $683.0K | -$56.0K | 0.1% |
| Merit Financial Group, LLC | 4,656 | +734 | $634.1K | +$55.5K | 18.7% |
| JOURNEY STRATEGIC WEALTH LLC | 5,162 | +55 | $703.0K | -$50.3K | 1.1% |
| GAMMA Investing LLC | 4,850 | +42 | $660.5K | -$48.7K | 0.9% |
| QRG CAPITAL MANAGEMENT, INC. | 17,649 | +1,035 | $2.4M | -$47.2K | 6.2% |
| HB Wealth Management, LLC | 7,140 | +232 | $972.3K | -$46.6K | 3.4% |
| Clearstead Advisors, LLC | 3,209 | +559 | $437.0K | +$46.1K | 21.1% |
| ASSETMARK, INC | 1,589 | +423 | $216.4K | +$44.4K | 36.3% |
| J.W. COLE ADVISORS, INC. | 3,051 | +34 | $400.8K | -$44.2K | 1.1% |
| Neo Ivy Capital Management | 886 | +364 | $120.7K | +$43.7K | 69.7% |
| QUEST INVESTMENT MANAGEMENT LLC | 7,915 | +327 | $1.1M | -$41.4K | 4.3% |
| Cetera Investment Advisers | 38,314 | +3,221 | $5.2M | +$41.3K | 9.2% |
| Ashton Thomas Private Wealth, LLC | 7,780 | +321 | $1.1M | -$40.7K | 4.3% |
| Jacobi Capital Management LLC | 3,585 | +3 | $488.2K | -$40.1K | 0.1% |
| ALGEBRIS (UK) LTD | 6,424 | +756 | $875.2K | +$39.8K | 13.3% |
| PERSONAL CFO SOLUTIONS, LLC | 4,253 | +58 | $579.2K | -$39.6K | 1.4% |
| Howard Capital Management Group, LLC | 3,495 | +2 | $475.9K | -$39.4K | 0.1% |
| STRATEGY ASSET MANAGERS LLC | 3,434 | +3 | $467.7K | -$38.4K | 0.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,475 | +10 | $472.9K | -$38.3K | 0.3% |
| GeoWealth Management, LLC | 5,624 | +176 | $765.8K | -$37.7K | 3.2% |
| Waverly Advisors, LLC | 2,004 | +408 | $272.9K | +$37.5K | 25.6% |
| Advisory Services Network, LLC | 4,261 | +76 | $580.2K | -$37.1K | 1.8% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7,900 | +144 | $1.1M | -$36.2K | 1.9% |
| HighPoint Advisor Group LLC | 4,889 | +616 | $665.8K | +$35.5K | 14.4% |
| Carr Financial Group Corp | 3,175 | +6 | $432.4K | -$35.0K | 0.2% |
| Venturi Wealth Management, LLC | 5,082 | +164 | $692.1K | -$33.3K | 3.3% |
| Norinchukin Bank, The | 14,786 | +910 | $2.0M | -$33.2K | 6.5% |
| Green Alpha Advisors, LLC | 5,020 | +171 | $683.6K | -$31.7K | 3.5% |
| ALPS ADVISORS INC | 3,255 | +36 | $443.3K | -$31.5K | 1.1% |
| Inscription Capital, LLC | 5,340 | +198 | $727.2K | -$31.2K | 3.9% |
| ZACKS INVESTMENT MANAGEMENT | 22,330 | +1,925 | $3.0M | +$31.0K | 9.4% |
| Pathway Financial Advisers, LLC | 11,873 | +653 | $1.6M | -$30.8K | 5.8% |
| Lido Advisors, LLC | 7,175 | +242 | $1.1M | +$30.3K | 3.5% |
| Ancora Advisors LLC | 222 | +218 | $30.2K | +$29.6K | 5450.0% |
| Caprock Group, LLC | 12,768 | +311 | $1.7M | -$29.4K | 2.5% |
| HUNTINGTON NATIONAL BANK | 4,633 | +164 | $630.9K | -$28.3K | 3.7% |
| DAYMARK WEALTH PARTNERS, LLC | 2,912 | +33 | $396.6K | -$28.1K | 1.1% |
| OneDigital Investment Advisors LLC | 2,799 | +27 | $381.1K | -$27.7K | 1.0% |
| Members Trust Co | 2,589 | +14 | $352.6K | -$27.2K | 0.5% |
| Parkside Financial Bank & Trust | 3,136 | +57 | $427.1K | -$27.1K | 1.9% |
| D.A. DAVIDSON & CO. | 7,043 | +359 | $959.2K | -$26.8K | 5.4% |
| Texas Capital Bank Wealth Management Services Inc | 2,388 | +4 | $325.2K | -$26.4K | 0.2% |
| RIDGECREST WEALTH PARTNERS, LLC | 2,163 | +1 | $294.5K | -$24.4K | 0.0% |
| Stratos Wealth Partners, LTD. | 3,026 | +69 | $412.1K | -$24.1K | 2.3% |
| Forum Financial Management, LP | 3,192 | +90 | $434.7K | -$22.8K | 2.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 3,147 | +396 | $428.6K | +$22.8K | 14.4% |
| Riverwater Partners LLC | 1,978 | +2 | $269.4K | -$22.1K | 0.1% |
| Fortitude Advisory Group L.L.C. | 1,995 | +5 | $271.7K | -$21.8K | 0.3% |
| FARMERS & MERCHANTS INVESTMENTS INC | 1,939 | +4 | $264.1K | -$21.4K | 0.2% |
| SG Americas Securities, LLC | 191,864 | +154,505 | $26.1K | +$20.6K | 413.6% |
| Connecticut Wealth Management, LLC | 4,734 | +498 | $644.7K | +$19.9K | 11.8% |
| Sunbelt Securities, Inc. | 160 | +146 | $21.8K | +$19.7K | 1042.8% |
| Meeder Advisory Services, Inc. | 2,041 | +26 | $278.0K | -$19.3K | 1.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 679 | +180 | $92.5K | +$18.9K | 36.1% |
| Ritter Daniher Financial Advisory LLC / DE | 146 | +138 | $19.8K | +$18.7K | 1725.0% |
| Pine Harbor Wealth Management, LLC | 1,711 | +5 | $233.0K | -$18.6K | 0.3% |
| Mustard Seed Financial, LLC | 1,698 | +5 | $231.2K | -$18.5K | 0.3% |
| SJS Investment Consulting Inc. | 324 | +149 | $44.1K | +$18.3K | 85.1% |
| NAVELLIER & ASSOCIATES INC | 1,678 | +5 | $228.5K | -$18.3K | 0.3% |
| ATTICUS WEALTH MANAGEMENT, LLC | 1,904 | +27 | $259.3K | -$17.6K | 1.4% |
| Empowered Funds, LLC | 36,962 | +2,720 | $5.0M | -$17.2K | 7.9% |
| Cullen Capital Management, LLC | 5,651 | +550 | $769.6K | +$17.2K | 10.8% |
| Aptus Capital Advisors, LLC | 3,106 | +124 | $423.0K | -$16.9K | 4.2% |
| MCF Advisors LLC | 935 | +185 | $127.3K | +$16.7K | 24.7% |
| OLD NATIONAL BANCORP /IN/ | 1,538 | +5 | $209.4K | -$16.7K | 0.3% |
| Glenview Trust co | 2,757 | +100 | $375.4K | -$16.5K | 3.8% |
| CITY HOLDING CO | 2,852 | +110 | $388.4K | -$16.1K | 4.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 270,104 | +126,737 | $35.8K | +$14.7K | 88.4% |
| Advisory Alpha, LLC | 1,575 | +37 | $214.6K | -$14.7K | 2.4% |
| CONTINENTAL INVESTORS SERVICES, INC. | 1,856 | +2 | $255.8K | -$14.7K | 0.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2,294 | +271 | $312.4K | +$14.1K | 13.4% |
| Ballentine Partners, LLC | 18,344 | +1,313 | $2.5M | -$14.0K | 7.7% |
| Checchi Capital Advisers, LLC | 1,732 | +40 | $235.8K | -$13.8K | 2.4% |
| Orion Porfolio Solutions, LLC | 8,350 | +548 | $1.1M | -$13.7K | 7.0% |
| Plato Investment Management Ltd | 10,122 | +566 | $1.4M | -$13.6K | 5.9% |
| Interchange Capital Partners, LLC | 2,966 | +318 | $403.9K | +$13.3K | 12.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 3,025 | +316 | $411.9K | +$12.4K | 11.7% |
| Compound Planning, Inc. | 2,258 | +91 | $307.5K | -$12.1K | 4.2% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,577 | +122 | $350.9K | -$11.2K | 5.0% |
| CERTUITY, LLC | 1,745 | +210 | $237.7K | +$11.2K | 13.7% |
| MONECO Advisors, LLC | 2,049 | +90 | $279.0K | -$10.0K | 4.6% |
| Aprio Wealth Management, LLC | 2,406 | +118 | $327.6K | -$9.9K | 5.2% |
| Atlas Legacy Advisors, LLC | 4,510 | +283 | $614.2K | -$9.3K | 6.7% |
| NORDEN GROUP LLC | 1,596 | +61 | $217.3K | -$9.0K | 4.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 93,506 | +67,558 | $12.7K | +$8.9K | 260.4% |
| Smartleaf Asset Management LLC | 725 | +92 | $99.9K | +$8.7K | 14.5% |
| Michael S. Ryan, Inc. | 2,796 | +157 | $380.8K | -$8.5K | 5.9% |
| Thrivent Financial for Lutherans | 87,496 | +62,846 | $11.9K | +$8.3K | 254.9% |
| Versant Capital Management, Inc | 2,702 | +263 | $368.0K | +$8.2K | 10.8% |
| TIAA TRUST, NATIONAL ASSOCIATION | 2,938 | +278 | $400.1K | +$7.8K | 10.4% |
| JFS WEALTH ADVISORS, LLC | 160 | +64 | $21.8K | +$7.6K | 66.7% |
| Vise Technologies, Inc. | 2,752 | +161 | $374.7K | -$7.5K | 6.2% |
| American Trust Investment Advisors, LLC | 1,755 | +185 | $239.0K | +$7.4K | 11.8% |
| Trust Co | 683 | +3 | $93.0K | -$7.3K | 0.4% |
| Bridgewater Advisors Inc. | 1,446 | +28 | $205.0K | -$7.0K | 2.0% |
| Fulton Bank, N.A. | 2,208 | +126 | $300.7K | -$6.4K | 6.0% |
| Wilmington Savings Fund Society, FSB | 1,991 | +110 | $271.1K | -$6.3K | 5.8% |
| SBI Securities Co., Ltd. | 550 | +4 | $74.9K | -$5.6K | 0.7% |
| VAN ECK ASSOCIATES CORP | 45,816 | +38,754 | $6.2K | +$5.2K | 548.8% |
| Deseret Mutual Benefit Administrators | 197 | +48 | $26.8K | +$4.8K | 32.2% |
| MJT & Associates Financial Advisory Group, Inc. | 72 | +36 | $9.8K | +$4.5K | 100.0% |
| Larson Financial Group LLC | 730 | +26 | $99.4K | -$4.4K | 3.7% |
| ORG Partners LLC | 164 | +40 | $22.3K | +$4.0K | 32.3% |
| Sound Income Strategies, LLC | 33 | +25 | $4.8K | +$3.7K | 312.5% |
| XPONANCE, INC. | 39,253 | +2,988 | $5.3M | -$3.6K | 8.2% |
| TD PRIVATE CLIENT WEALTH LLC | 535 | +18 | $72.9K | -$3.4K | 3.5% |
| UMB Bank, n.a. | 475 | +14 | $64.7K | -$3.3K | 3.0% |
| TOMPKINS FINANCIAL CORP | 167 | +34 | $22.7K | +$3.1K | 25.6% |
| Dunhill Financial, LLC | 267 | +2 | $36.3K | -$2.8K | 0.8% |
| SouthState Corp | 43 | +22 | $5.9K | +$2.8K | 104.8% |
| Blue Trust, Inc. | 515 | +21 | $70.1K | -$2.7K | 4.3% |
| Focus Partners Advisor Solutions, LLC | 2,217 | +171 | $301.9K | +$2.7K | 8.3% |
| Achmea Investment Management B.V. | 306,723 | +6,189 | $41.8K | -$2.6K | 2.0% |
| ACADIAN ASSET MANAGEMENT LLC | 192,709 | +2,211 | $26.2K | -$1.9K | 1.2% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 183,424 | +1,529 | $25.0K | -$1.9K | 0.8% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 108,968 | +20,364 | $14.8K | +$1.8K | 23.0% |
| Spire Wealth Management | 210 | +28 | $28.6K | +$1.8K | 15.4% |
| CYBER HORNET ETFs LLC | 690 | +43 | $94.0K | -$1.5K | 6.6% |
| ELEVATION WEALTH PARTNERS, LLC | 46 | +13 | $6.3K | +$1.4K | 39.4% |
| DiNuzzo Private Wealth, Inc. | 33 | +11 | $4.5K | +$1.4K | 50.0% |
| Millstone Evans Group, LLC | 973 | +67 | $132.5K | -$1.2K | 7.4% |
| Bay Harbor Wealth Management, LLC | 21 | +9 | $2.9K | +$1.1K | 75.0% |
| American Capital Advisory, LLC | 104 | +1 | $14.2K | -$1.0K | 1.0% |
| True Wealth Design, LLC | 143 | +4 | $19.5K | -$1.0K | 2.9% |
| Root Financial Partners, LLC | 342 | +33 | $46.5K | +$1.0K | 10.7% |
| NBC SECURITIES, INC. | 279 | +28 | $38.0K | +$972 | 11.2% |
| WEXFORD CAPITAL LP | 205 | +21 | $27.9K | +$780 | 11.4% |
| Hanson & Doremus Investment Management | 14,242 | +6,380 | $1.9K | +$779 | 81.1% |
| Robertson Stephens Wealth Management, LLC | 2,962 | +232 | $403.4K | +$690 | 8.5% |
| BESSEMER GROUP INC | 11,363 | +5,305 | $1.5K | +$653 | 87.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 102 | +12 | $13.9K | +$615 | 13.3% |
| PRIVATE TRUST CO NA | 500 | +41 | $68.1K | +$387 | 8.9% |
| Janney Montgomery Scott LLC | 53,265 | +6,591 | $7.3K | +$370 | 14.1% |
| Cambridge Investment Research Advisors, Inc. | 30,654 | +85 | $4.2K | -$335 | 0.3% |
| Lantz Financial LLC | 3,267 | +253 | $444.9K | +$335 | 8.4% |
| Clean Yield Group | 754 | +60 | $102.7K | +$315 | 8.6% |
| Bogart Wealth, LLC | 66 | +3 | $9.0K | -$305 | 4.8% |
| City State Bank | 32 | +4 | $4.4K | +$228 | 14.3% |
| WEDBUSH SECURITIES INC | 9,355 | +2,257 | $1.3K | +$227 | 31.8% |
| Gulf International Bank (UK) Ltd | 11,963 | +50 | $1.6K | -$128 | 0.4% |
| Abound Wealth Management | 34 | +2 | $4.7K | -$70 | 6.3% |
| Hughes Financial Services, LLC | 6 | +1 | $817 | +$62 | 20.0% |
| HAZLETT, BURT & WATSON, INC. | 1,192 | +442 | $162 | +$52 | 58.9% |
| PHILADELPHIA TRUST CO | 3,306 | +84 | $450 | -$25 | 2.6% |
| CX Institutional | 4,941 | +271 | $673 | -$16 | 5.8% |
| TSFG, LLC | 625 | +1 | $85 | -$7 | 0.2% |
| Capital Analysts, LLC | 301 | +1 | $41 | -$4 | 0.3% |
| Harvest Fund Management Co., Ltd | 62 | +31 | $9 | +$4 | 100.0% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 208 | +1 | $28 | -$2 | 0.5% |
| GW&K Investment Management, LLC | 150 | +19 | $20 | +$1 | 14.5% |
| HANTZ FINANCIAL SERVICES, INC. | 120 | +18 | $16 | +$1 | 17.6% |