13F QoQ Ownership Changes
ZBH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 130 new · 265 added · 529 reduced · 149 exited
New Positions(130)
Added To(265)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 12,264,703 | +7,514,136 | $1.10B | +$634.9M | 158.2% |
| VANGUARD GROUP INC | 23,483,741 | +192,517 | $2.11B | -$182.5M | 0.8% |
| Dodge & Cox | 23,506,849 | +290,676 | $2.11B | -$173.1M | 1.3% |
| FRANKLIN RESOURCES INC | 6,685,987 | +2,017,857 | $601.2M | +$141.4M | 43.2% |
| Pacer Advisors, Inc. | 697,753 | +680,818 | $62.7M | +$61.1M | 4020.2% |
| STATE STREET CORP | 8,826,974 | +195,214 | $795.8M | -$56.4M | 2.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,233,834 | +36,611 | $468.8M | -$41.0M | 0.7% |
| CITADEL ADVISORS LLC | 540,976 | +300,230 | $48.6M | +$24.9M | 124.7% |
| VICTORY CAPITAL MANAGEMENT INC | 2,475,768 | +551,005 | $223.5M | +$24.9M | 28.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,544,646 | +360,624 | $139.1M | +$22.4M | 30.4% |
| MILLENNIUM MANAGEMENT LLC | 442,772 | +251,424 | $39.8M | +$21.0M | 131.4% |
| NORGES BANK | 2,460,348 | +550,509 | $221.2M | +$15.1M | 28.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 678,869 | +205,257 | $61.0M | +$14.4M | 43.3% |
| Squarepoint Ops LLC | 211,603 | +132,683 | $19.0M | +$11.3M | 168.1% |
| GOLDMAN SACHS GROUP INC | 1,018,387 | +199,446 | $91.6M | +$10.9M | 24.4% |
| Legal & General Group Plc | 1,534,016 | +25,219 | $137.9M | -$10.7M | 1.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,312,911 | +28,801 | $118.1M | -$8.4M | 2.2% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 728,498 | +146,719 | $65.5M | +$8.2M | 25.2% |
| Northside Capital Management, LLC | 140,226 | +82,844 | $12.6M | +$7.0M | 144.4% |
| Munich Reinsurance Co Stock Corp in Munich | 54,166 | +53,053 | $4.9M | +$4.8M | 4766.7% |
| FIL Ltd | 86,412 | +55,400 | $7.8M | +$4.7M | 178.6% |
| RAYMOND JAMES FINANCIAL INC | 715,229 | +14,758 | $64.3M | -$4.7M | 2.1% |
| NATIONAL BANK OF CANADA /FI/ | 243,470 | +68,502 | $21.9M | +$4.7M | 39.1% |
| Focus Partners Wealth | 66,809 | +51,521 | $6.0M | +$4.5M | 337.0% |
| Y-Intercept (Hong Kong) Ltd | 68,327 | +47,374 | $6.1M | +$4.1M | 226.1% |
| IFM Investors Pty Ltd | 41,291 | +92 | $3.7K | -$4.0M | 0.2% |
| CITIGROUP INC | 200,728 | +55,120 | $18.0M | +$3.7M | 37.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 41,145 | +4,541 | $3.7M | +$3.7M | 12.4% |
| Sumitomo Mitsui Trust Group, Inc. | 520,448 | +8,000 | $46.8M | -$3.7M | 1.6% |
| NATIXIS | 51,038 | +41,395 | $4.6M | +$3.6M | 429.3% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1,724,601 | +114,240 | $155.1M | -$3.5M | 7.1% |
| RHUMBLINE ADVISERS | 465,321 | +7,057 | $41.8M | -$3.3M | 1.5% |
| Quantinno Capital Management LP | 108,129 | +41,904 | $9.7M | +$3.2M | 63.3% |
| JANE STREET GROUP, LLC | 93,307 | +38,333 | $8.4M | +$3.0M | 69.7% |
| Invesco Ltd. | 3,361,075 | +322,689 | $302.2M | +$2.9M | 10.6% |
| BRANDES INVESTMENT PARTNERS, LP | 48,863 | +33,368 | $4.4M | +$2.9M | 215.3% |
| Walleye Trading LLC | 41,142 | +30,642 | $3.7M | +$2.7M | 291.8% |
| State of Tennessee, Department of Treasury | 102,244 | +37,767 | $8.9M | +$2.6M | 58.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 411,736 | +11,910 | $37.1M | -$2.3M | 3.0% |
| DEUTSCHE BANK AG\ | 769,702 | +90,027 | $69.2M | +$2.3M | 13.2% |
| Waverly Advisors, LLC | 26,705 | +24,638 | $2.4M | +$2.2M | 1192.0% |
| Amundi | 766,074 | +49,227 | $68.9M | -$2.0M | 6.9% |
| Magellan Asset Management Ltd | 636,734 | +36,609 | $57.3M | -$1.9M | 6.1% |
| Woodline Partners LP | 244,454 | +3,624 | $22.0M | -$1.7M | 1.5% |
| WELLS FARGO & COMPANY/MN | 224,089 | +2,219 | $20.2M | -$1.7M | 1.0% |
| Bridgewater Associates, LP | 31,228 | +18,679 | $2.8M | +$1.6M | 148.8% |
| PRINCIPAL FINANCIAL GROUP INC | 222,049 | +3,668 | $20.0M | -$1.5M | 1.7% |
| MORGAN STANLEY | 1,838,096 | +144,789 | $165.3M | -$1.5M | 8.6% |
| Minneapolis Portfolio Management Group, LLC | 272,894 | +8,780 | $24.5M | -$1.5M | 3.3% |
| CIBC Asset Management Inc | 46,516 | +18,769 | $4.2M | +$1.4M | 67.6% |
| Walleye Capital LLC | 40,502 | +17,902 | $3.6M | +$1.4M | 79.2% |
| STRS OHIO | 222,744 | +8,009 | $20.0M | -$1.1M | 3.7% |
| Douglas Lane & Associates, LLC | 460,178 | +28,818 | $41.4M | -$1.1M | 6.7% |
| Allianz SE | 43,500 | +14,500 | $3.9M | +$1.1M | 50.0% |
| Oak Thistle LLC | 29,314 | +12,921 | $2.6M | +$1.0M | 78.8% |
| Ransom Advisory, Ltd | 8,760 | +7,760 | $999.5K | +$901.0K | 776.0% |
| XTX Topco Ltd | 19,647 | +10,235 | $1.8M | +$839.6K | 108.7% |
| MOORE CAPITAL MANAGEMENT, LP | 126,806 | +19,261 | $11.4M | +$809.2K | 17.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11,953 | +8,912 | $1.1M | +$775.3K | 293.1% |
| SECTOR GAMMA AS | 132,478 | +19,000 | $11.9M | +$734.8K | 16.7% |
| SEI INVESTMENTS CO | 309,268 | +19,855 | $27.8M | -$697.8K | 6.9% |
| ST GERMAIN D J CO INC | 133,002 | +5,071 | $12.0M | -$641.7K | 4.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 25,914 | +8,389 | $2.3M | +$604.0K | 47.9% |
| ALLSTATE CORP | 14,126 | +7,052 | $1.3M | +$573.4K | 99.7% |
| AVIVA PLC | 165,945 | +8,649 | $14.9M | -$571.9K | 5.5% |
| Asset Management One Co., Ltd. | 82,362 | +1,039 | $7.5M | -$555.1K | 1.3% |
| Skylands Capital, LLC | 10,121 | +6,360 | $910.1K | +$539.6K | 169.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 65,366 | +352 | $5.9M | -$526.2K | 0.5% |
| Lansforsakringar Fondforvaltning AB (publ) | 62,286 | +600 | $5.6M | -$475.3K | 1.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 114,987 | +5,252 | $10.3M | -$469.3K | 4.8% |
| LPL Financial LLC | 136,383 | +7,182 | $12.3M | -$462.7K | 5.5% |
| M&G PLC | 123,202 | +15,737 | $11.1M | +$449.1K | 14.6% |
| DANSKE BANK A/S | 133,717 | +7,400 | $12.0M | -$418.4K | 5.8% |
| Legacy Financial Advisors, Inc. | 9,606 | +5,010 | $863.8K | +$411.1K | 109.0% |
| BARCLAYS PLC | 523,797 | +34,741 | $47.8M | -$396.5K | 7.1% |
| Leeward Investments, LLC - MA | 97,329 | +4,529 | $8.8M | -$388.9K | 4.9% |
| BANK OF NOVA SCOTIA | 31,001 | +6,639 | $2.8M | +$388.0K | 27.3% |
| USS Investment Management Ltd | 47,216 | +224 | $4.2M | -$380.2K | 0.5% |
| MUFG Securities EMEA plc | 8,130 | +4,338 | $731.0K | +$357.5K | 114.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 35,052 | +6,619 | $3.2M | +$351.2K | 23.3% |
| Malaga Cove Capital, LLC | 6,786 | +3,963 | $610.2K | +$332.1K | 140.4% |
| OSSIAM | 7,994 | +4,017 | $718.8K | +$327.1K | 101.0% |
| Mirae Asset Global Investments Co., Ltd. | 36,579 | +6,495 | $3.3M | +$325.9K | 21.6% |
| TD Asset Management Inc | 86,407 | +4,241 | $7.8M | -$323.6K | 5.2% |
| GABELLI FUNDS LLC | 130,350 | +14,400 | $11.7M | +$300.0K | 12.4% |
| CAPITAL INTERNATIONAL SARL | 38,511 | +398 | $3.5M | -$291.2K | 1.0% |
| Investment Management Corp of Ontario | 13,444 | +4,126 | $1.2M | +$291.1K | 44.3% |
| ASSETMARK, INC | 25,597 | +4,955 | $2.3M | +$268.5K | 24.0% |
| CSS LLC/IL | 16,627 | +4,160 | $1.5M | +$267.1K | 33.4% |
| Corient Private Wealth LLC | 58,288 | +16,162 | $3.9M | -$263.9K | 38.4% |
| MACKENZIE FINANCIAL CORP | 98,981 | +10,600 | $9.0M | +$263.3K | 12.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 35,461 | +429 | $3.2M | -$262.0K | 1.2% |
| Czech National Bank | 52,257 | +1,944 | $4.7M | -$256.9K | 3.9% |
| Federation des caisses Desjardins du Quebec | 38,022 | +5,897 | $3.4M | +$254.4K | 18.4% |
| Parallax Volatility Advisers, L.P. | 27,451 | +4,834 | $2.5M | +$240.6K | 21.4% |
| FORSTA AP-FONDEN | 36,400 | +800 | $3.3M | -$233.5K | 2.2% |
| NEOS Investment Management LLC | 29,629 | +4,948 | $2.7M | +$233.2K | 20.0% |
| MONARCH CAPITAL MANAGEMENT INC | 37,058 | +995 | $3.3M | -$219.6K | 2.8% |
| Tidal Investments LLC | 32,141 | +640 | $2.9M | -$212.7K | 2.0% |
| Western Wealth Management, LLC | 5,830 | +2,579 | $524.3K | +$204.0K | 79.3% |
| OSTRUM ASSET MANAGEMENT | 6,734 | +2,617 | $605.5K | +$200.0K | 63.6% |
| Cetera Investment Advisers | 26,089 | +260 | $2.3M | -$198.2K | 1.0% |
| Uncommon Cents Investing LLC | 24,948 | +4,020 | $2.2M | +$181.9K | 19.2% |
| Simplify Asset Management Inc. | 4,500 | +2,186 | $404.6K | +$176.7K | 94.5% |
| OPPENHEIMER & CO INC | 20,363 | +152 | $1.8M | -$159.7K | 0.8% |
| Sage Capital Advisors,llc | 11,702 | +2,502 | $1.1M | +$146.0K | 27.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 19,341 | +26 | $1.7M | -$146.0K | 0.1% |
| NICOLET ADVISORY SERVICES, LLC | 5,380 | +1,845 | $492.0K | +$141.8K | 52.2% |
| Summit Trail Advisors, LLC | 12,428 | +2,456 | $1.1M | +$137.2K | 24.6% |
| Allianz Asset Management GmbH | 24,043 | +711 | $2.2M | -$136.3K | 3.0% |
| TD Waterhouse Canada Inc. | 5,771 | +1,874 | $518.9K | +$133.5K | 48.1% |
| MIZUHO SECURITIES USA LLC | 14,430 | +2 | $1.4M | -$123.6K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 41,066 | +2,369 | $3.7M | -$118.4K | 6.1% |
| Candriam S.C.A. | 14,531 | +2,438 | $1.3M | +$115.5K | 20.2% |
| Nicholas Hoffman & Company, LLC. | 13,211 | +11 | $1.2M | -$112.3K | 0.1% |
| FIFTH THIRD BANCORP | 14,238 | +102 | $1.3M | -$112.1K | 0.7% |
| First Western Trust Bank | 12,649 | +2 | $1.1M | -$108.3K | 0.0% |
| Jefferies Financial Group Inc. | 16,442 | +342 | $1.5M | -$107.4K | 2.1% |
| Belpointe Asset Management LLC | 14,965 | +230 | $1.3M | -$105.7K | 1.6% |
| Missouri Trust & Investment Co | 18,265 | +2,594 | $1.6M | +$98.8K | 16.6% |
| Tower Research Capital LLC (TRC) | 4,119 | +1,333 | $370.4K | +$96.0K | 47.8% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 14,311 | +311 | $1.3M | -$92.2K | 2.2% |
| CAPITAL INTERNATIONAL LTD /CA/ | 24,782 | +3,076 | $2.2M | +$90.4K | 14.2% |
| WHITTIER TRUST CO OF NEVADA INC | 4,103 | +1,135 | $388.8K | +$89.6K | 38.2% |
| Ethic Inc. | 14,384 | +343 | $1.3M | -$89.6K | 2.4% |
| Baird Financial Group, Inc. | 22,074 | +1,035 | $2.0M | -$87.4K | 4.9% |
| PKO Investment Management Joint-Stock Co | 3,700 | +1,200 | $332.7K | +$86.5K | 48.0% |
| Ashton Thomas Private Wealth, LLC | 12,779 | +252 | $1.2M | -$84.8K | 2.0% |
| Private Advisor Group, LLC | 15,594 | +500 | $1.4M | -$84.6K | 3.3% |
| GROUP ONE TRADING LLC | 2,014 | +1,024 | $181.1K | +$83.6K | 103.4% |
| Gilman Hill Asset Management, LLC | 33,585 | +2,097 | $3.0M | -$81.7K | 6.7% |
| B. Metzler seel. Sohn & Co. AG | 22,371 | +2,753 | $2.0M | +$79.2K | 14.0% |
| XPONANCE, INC. | 28,425 | +1,738 | $2.6M | -$72.7K | 6.5% |
| Canada Post Corp Registered Pension Plan | 3,673 | +1,050 | $330.3K | +$72.5K | 40.0% |
| DEAN INVESTMENT ASSOCIATES, LLC | 36,766 | +2,485 | $3.3M | -$70.7K | 7.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | 13,139 | +429 | $1.2M | -$70.5K | 3.4% |
| Cullen/Frost Bankers, Inc. | 1,094 | +804 | $98.4K | +$69.8K | 277.2% |
| CHOREO, LLC | 14,382 | +459 | $1.3M | -$69.1K | 3.3% |
| Prestige Wealth Management Group LLC | 729 | +626 | $76.3K | +$66.1K | 607.8% |
| BANK OF MONTREAL /CAN/ | 151,903 | +12,620 | $13.7M | -$60.3K | 9.1% |
| Equitable Holdings, Inc. | 7,722 | +63 | $694.4K | -$60.0K | 0.8% |
| Generali Asset Management SPA SGR | 14,957 | +725 | $1.3M | -$56.9K | 5.1% |
| TECTONIC ADVISORS LLC | 5,843 | +1,081 | $525.4K | +$56.3K | 22.7% |
| CREDIT AGRICOLE S A | 81,409 | +7,661 | $7.3M | +$56.1K | 10.4% |
| Norinchukin Bank, The | 10,341 | +341 | $929.9K | -$55.1K | 3.4% |
| Forum Financial Management, LP | 6,543 | +24 | $588.3K | -$53.8K | 0.4% |
| SUMMIT SECURITIES GROUP LLC | 962 | +619 | $86.5K | +$52.7K | 180.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 6,332 | +18 | $569.4K | -$52.6K | 0.3% |
| Global Retirement Partners, LLC | 2,424 | +738 | $218.0K | +$51.9K | 43.8% |
| Campbell & CO Investment Adviser LLC | 7,203 | +1,151 | $647.7K | +$51.6K | 19.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,594 | +4,322 | $5.0M | -$51.3K | 8.4% |
| MML INVESTORS SERVICES, LLC | 23,197 | +1,506 | $2.1M | -$50.6K | 6.9% |
| Wealthfront Advisers LLC | 9,655 | +385 | $868.2K | -$44.9K | 4.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 6,370 | +101 | $572.8K | -$44.7K | 1.6% |
| Stratos Wealth Partners, LTD. | 8,730 | +315 | $785.1K | -$43.9K | 3.7% |
| ABSHER WEALTH MANAGEMENT, LLC | 25,616 | +1,816 | $2.3M | -$40.9K | 7.6% |
| Camelot Portfolios, LLC | 13,165 | +1,562 | $1.2M | +$40.8K | 13.5% |
| FIRST AMERICAN BANK | 12,286 | +659 | $1.1M | -$40.5K | 5.7% |
| M&T Bank Corp | 25,187 | +2,590 | $2.3M | +$38.8K | 11.5% |
| PROFUND ADVISORS LLC | 3,224 | +668 | $289.9K | +$38.1K | 26.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 43,676 | +3,444 | $3.9M | -$35.5K | 8.6% |
| LOWE BROCKENBROUGH & CO INC | 7,107 | +976 | $639.1K | +$35.2K | 15.9% |
| Kestra Advisory Services, LLC | 7,414 | +992 | $666.7K | +$34.1K | 15.4% |
| Dakota Wealth Management | 11,831 | +1,342 | $1.1M | +$30.7K | 12.8% |
| Advisory Services Network, LLC | 2,889 | +557 | $259.7K | +$30.1K | 23.9% |
| Westside Investment Management, Inc. | 1,175 | +405 | $105.7K | +$29.8K | 52.6% |
| WESTPAC BANKING CORP | 2,424 | +504 | $218.0K | +$28.8K | 26.3% |
| Grove Bank & Trust | 404 | +328 | $36.3K | +$28.8K | 431.6% |
| Transamerica Financial Advisors, LLC | 1,261 | +394 | $113.6K | +$28.1K | 45.4% |
| LOM Asset Management Ltd | 830 | +300 | $74.6K | +$26.6K | 56.6% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6,238 | +272 | $561.7K | -$25.8K | 4.5% |
| Dean Capital Management | 19,528 | +1,960 | $1.8M | +$25.5K | 11.2% |
| ProShare Advisors LLC | 38,281 | +3,077 | $3.4M | -$25.4K | 8.7% |
| Net Worth Advisory Group | 2,902 | +34 | $260.9K | -$21.6K | 1.2% |
| Colonial Trust Co / SC | 2,070 | +393 | $186.1K | +$20.9K | 23.4% |
| HighPoint Advisor Group LLC | 3,529 | +510 | $317.3K | +$20.0K | 16.9% |
| Versant Capital Management, Inc | 362 | +232 | $32.6K | +$19.7K | 178.5% |
| Rise Advisors, LLC | 2,480 | +18 | $223.0K | -$19.5K | 0.7% |
| Boltwood Capital Management | 3,866 | +144 | $347.6K | -$19.0K | 3.9% |
| Wealthspire Advisors, LLC | 10,887 | +757 | $979.0K | -$18.8K | 7.5% |
| Vantage Financial Partners, LLC | 2,672 | +412 | $240.2K | +$17.6K | 18.2% |
| VAN ECK ASSOCIATES CORP | 3,613,425 | +136,519 | $324.9K | -$17.6K | 3.9% |
| Crossmark Global Holdings, Inc. | 13,416 | +1,346 | $1.2M | +$17.5K | 11.2% |
| Ironwood Investment Counsel, LLC | 2,517 | +43 | $226.3K | -$17.4K | 1.7% |
| EASTERN BANK | 3,740 | +160 | $336.3K | -$16.3K | 4.5% |
| CRAWFORD INVESTMENT COUNSEL INC | 14,127 | +1,394 | $1.3M | +$16.1K | 10.9% |
| PNC Financial Services Group, Inc. | 161,195 | +13,883 | $14.5M | -$15.6K | 9.4% |
| United Bank | 13,967 | +1,062 | $1.3M | -$15.2K | 8.2% |
| Tredje AP-fonden | 25,609 | +2,078 | $2.3M | -$15.0K | 8.8% |
| Clearstead Advisors, LLC | 5,757 | +653 | $517.7K | +$14.9K | 12.8% |
| TRUST CO OF VERMONT | 1,780 | +6 | $160.1K | -$14.7K | 0.3% |
| William B. Walkup & Associates, Inc. | 4,300 | +226 | $386.7K | -$14.6K | 5.5% |
| NBC SECURITIES, INC. | 2,242 | +52 | $201.6K | -$14.1K | 2.4% |
| Thrivent Financial for Lutherans | 1,237,109 | +245,599 | $111.2K | +$13.6K | 24.8% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 12,335 | +1,050 | $1.1M | +$13.5K | 9.3% |
| LRI Investments, LLC | 1,908 | +303 | $171.6K | +$13.5K | 18.9% |
| Alan B Lancz & Associates, Inc. | 3,600 | +450 | $323.7K | +$13.4K | 14.3% |
| MJT & Associates Financial Advisory Group, Inc. | 320 | +160 | $28.8K | +$13.0K | 100.0% |
| Cornerstone Wealth Group, LLC | 3,582 | +428 | $322.1K | +$11.4K | 13.6% |
| Envestnet Portfolio Solutions, Inc. | 3,133 | +162 | $281.7K | -$10.9K | 5.5% |
| STEPH & CO | 269 | +131 | $24.2K | +$10.6K | 94.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 206,013 | +114,426 | $18.5K | +$9.5K | 124.9% |
| Corsicana & Co. | 261 | +115 | $23.5K | +$9.1K | 78.8% |
| Horizon Investments, LLC | 8,378 | +638 | $753.4K | -$9.0K | 8.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 132,111 | +10,898 | $11.9M | +$8.4K | 9.0% |
| Plante Moran Financial Advisors, LLC | 203 | +100 | $18.3K | +$8.1K | 97.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 106 | +89 | $9.5K | +$7.9K | 523.5% |
| BROADWATER CAPITAL MANAGEMENT LLC | 27,706 | +25,040 | $301.6K | -$7.2K | 939.2% |
| BOKF, NA | 1,522 | +60 | $136.9K | -$7.1K | 4.1% |
| WealthShield Partners, LLC | 2,517 | +158 | $226.3K | -$6.1K | 6.7% |
| NEW WAVE WEALTH ADVISORS LLC | 3,554 | +251 | $320.4K | -$5.7K | 7.6% |
| NewEdge Advisors, LLC | 2,982 | +203 | $268.2K | -$5.6K | 7.3% |
| GHP Investment Advisors, Inc. | 529 | +100 | $47.6K | +$5.3K | 23.3% |
| Sound Income Strategies, LLC | 74 | +62 | $6.5K | +$5.3K | 516.7% |
| TD PRIVATE CLIENT WEALTH LLC | 1,152 | +153 | $103.6K | +$5.2K | 15.3% |
| Probity Advisors, Inc. | 2,975 | +207 | $267.5K | -$5.1K | 7.5% |
| UMB Bank, n.a. | 5,342 | +517 | $480.4K | +$5.1K | 10.7% |
| Farther Finance Advisors, LLC | 10,120 | +933 | $910.0K | +$5.1K | 10.2% |
| South Dakota Investment Council | 184,744 | +64,555 | $16.6K | +$4.8K | 53.7% |
| Golden State Wealth Management, LLC | 526 | +1 | $47.4K | -$4.4K | 0.2% |
| SouthState Corp | 73 | +43 | $6.6K | +$3.6K | 143.3% |
| Morningstar Investment Management LLC | 57,865 | +40,610 | $5.2K | +$3.5K | 235.3% |
| ARMSTRONG ADVISORY GROUP, INC | 408 | +1 | $36.7K | -$3.5K | 0.2% |
| SG Americas Securities, LLC | 103,462 | +42,352 | $9.3K | +$3.3K | 69.3% |
| Quarry LP | 1,256 | +82 | $112.9K | -$2.7K | 7.0% |
| SBI Securities Co., Ltd. | 114 | +32 | $10.3K | +$2.2K | 39.0% |
| Manchester Capital Management LLC | 850 | +53 | $76.4K | -$2.1K | 6.6% |
| AdvisorNet Financial, Inc | 198 | +38 | $17.8K | +$2.0K | 23.8% |
| Clayton Financial Group LLC | 513 | +24 | $46.1K | -$2.0K | 4.9% |
| CYBER HORNET ETFs LLC | 595 | +32 | $53.5K | -$2.0K | 5.7% |
| JNBA Financial Advisors | 280 | +5 | $25.2K | -$1.9K | 1.8% |
| New England Capital Financial Advisors LLC | 220 | +1 | $19.8K | -$1.8K | 0.5% |
| Aptus Capital Advisors, LLC | 6,333 | +539 | $569.5K | -$1.2K | 9.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 160,634 | +1,505 | $14.4K | -$1.2K | 0.9% |
| CoreCap Advisors, LLC | 343 | +19 | $30.8K | -$1.1K | 5.9% |
| Concord Wealth Partners | 112 | +1 | $10.0K | -$932 | 0.9% |
| Tradewinds Capital Management, LLC | 104 | +1 | $9.3K | -$865 | 1.0% |
| WealthCollab, LLC | 26 | +11 | $2.3K | +$860 | 73.3% |
| Bruce G. Allen Investments, LLC | 1,120 | +106 | $100.7K | +$831 | 10.4% |
| SJS Investment Consulting Inc. | 22 | +10 | $2.0K | +$797 | 83.3% |
| NATIXIS ADVISORS, LLC | 112,845 | +16,210 | $10.1K | +$628 | 16.8% |
| Bay Harbor Wealth Management, LLC | 19 | +8 | $1.7K | +$625 | 72.7% |
| Penserra Capital Management LLC | 6,925 | +6,907 | $622 | +$621 | 38372.2% |
| Abound Wealth Management | 190 | +10 | $17.1K | -$605 | 5.5% |
| Mn Services Vermogensbeheer B.V. | 76,244 | +644 | $6.9K | -$591 | 0.8% |
| NVWM, LLC | 105 | +5 | $9.4K | -$408 | 5.0% |
| ROSS\JOHNSON & Associates LLC | 56 | +1 | $5.0K | -$382 | 1.8% |
| Olstein Capital Management, L.P. | 82,000 | +4,000 | $7.4K | -$310 | 5.1% |
| Independence Bank of Kentucky | 1,633 | +145 | $146.8K | +$271 | 9.7% |
| Aspect Partners, LLC | 109 | +7 | $9.8K | -$247 | 6.9% |
| Daiwa Securities Group Inc. | 32,066 | +1,100 | $2.9K | -$167 | 3.5% |
| Davis Capital Management | 4 | +2 | $360 | +$163 | 100.0% |
| Dunhill Financial, LLC | 6 | +2 | $578 | +$142 | 50.0% |
| Border to Coast Pensions Partnership Ltd | 395,621 | +35,159 | $35.6K | +$133 | 9.8% |
| Main Management ETF Advisors, LLC | 10,962 | +112 | $986 | -$83 | 1.0% |
| Cambridge Investment Research Advisors, Inc. | 15,116 | +675 | $1.4K | -$63 | 4.7% |
| HANTZ FINANCIAL SERVICES, INC. | 733 | +611 | $66 | +$54 | 500.8% |
| CX Institutional | 2,084 | +570 | $187 | +$38 | 37.6% |
| MEEDER ASSET MANAGEMENT INC | 60 | +5 | $5.4K | -$23 | 9.1% |
| ROVIN CAPITAL /UT/ /ADV | 5,762 | +296 | $518 | -$20 | 5.4% |
| Covestor Ltd | 1,675 | +1 | $151 | -$14 | 0.1% |
| CSM Advisors, LLC | 7,483 | +683 | $672 | +$2 | 10.0% |
| VALLEY NATIONAL ADVISERS INC | 135 | +3 | $12 | -$1 | 2.3% |
| GW&K Investment Management, LLC | 81 | +13 | $7 | $0 | 19.1% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 52 | +11 | $4 | $0 | 26.8% |