13F QoQ Ownership Changes
ZBRA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 103 new · 229 added · 369 reduced · 154 exited
New Positions(103)
Added To(229)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6,645,605 | +132,151 | $1.61B | -$321.9M | 2.0% |
| BlackRock, Inc. | 3,916,517 | +51,952 | $951.0M | -$197.4M | 1.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 1,874,206 | +876,711 | $457.4M | +$164.7M | 87.9% |
| Focus Partners Wealth | 543,473 | +523,605 | $132.6M | +$126.7M | 2635.4% |
| STATE STREET CORP | 2,263,614 | +21,488 | $549.7M | -$116.6M | 0.9% |
| D. E. Shaw & Co., Inc. | 499,387 | +428,245 | $121.3M | +$100.1M | 602.0% |
| Alyeska Investment Group, L.P. | 557,080 | +343,846 | $135.3M | +$71.9M | 161.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,338,221 | +5,224 | $323.7M | -$70.8M | 0.4% |
| NORGES BANK | 553,930 | +49,848 | $134.5M | -$52.2M | 9.9% |
| LAZARD ASSET MANAGEMENT LLC | 603,398 | +272,304 | $146.5M | +$48.1M | 82.2% |
| ARIEL INVESTMENTS, LLC | 475,731 | +220,112 | $115.5M | +$39.6M | 86.1% |
| Sumitomo Mitsui Trust Group, Inc. | 683,349 | +250,102 | $165.9M | +$37.2M | 57.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 530,248 | +218,215 | $128.8M | +$36.0M | 69.9% |
| CANADA PENSION PLAN INVESTMENT BOARD | 263,087 | +162,780 | $63.9M | +$34.1M | 162.3% |
| MORGAN STANLEY | 622,410 | +3,529 | $151.1M | -$32.8M | 0.6% |
| TWO SIGMA INVESTMENTS, LP | 155,681 | +132,529 | $37.8M | +$30.9M | 572.4% |
| Woodline Partners LP | 164,418 | +126,245 | $39.9M | +$28.6M | 330.7% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 179,003 | +127,818 | $43.5M | +$28.3M | 249.7% |
| Pictet Asset Management Holding SA | 593,656 | +201,437 | $144.2M | +$27.6M | 51.4% |
| Invesco Ltd. | 1,801,516 | +416,568 | $437.4M | +$25.9M | 30.1% |
| DIMENSIONAL FUND ADVISORS LP | 500,948 | +9,658 | $121.7M | -$24.3M | 2.0% |
| UBS Group AG | 498,207 | +17,038 | $121.0M | -$22.0M | 3.5% |
| GOLDMAN SACHS GROUP INC | 286,055 | +123,081 | $69.5M | +$21.0M | 75.5% |
| Fenimore Asset Management Inc | 359,257 | +5,343 | $87.2M | -$17.9M | 1.5% |
| CITADEL ADVISORS LLC | 185,267 | +91,486 | $45.0M | +$17.1M | 97.5% |
| Vinva Investment Management Ltd | 66,982 | +63,453 | $16.5M | +$15.5M | 1798.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 326,644 | +8,914 | $79.3M | -$15.1M | 2.8% |
| Legal & General Group Plc | 280,916 | +917 | $68.2M | -$15.0M | 0.3% |
| CITIGROUP INC | 122,838 | +67,722 | $29.8M | +$13.4M | 122.9% |
| VICTORY CAPITAL MANAGEMENT INC | 1,096,040 | +244,890 | $266.1M | +$13.2M | 28.8% |
| BARCLAYS PLC | 226,269 | +30,339 | $69.8M | +$11.5M | 15.5% |
| Amundi | 229,275 | +76,355 | $55.7M | +$9.5M | 49.9% |
| Robeco Institutional Asset Management B.V. | 186,938 | +65,284 | $45.4M | +$9.2M | 53.7% |
| SUMMITRY LLC | 175,844 | +5,742 | $42.7M | -$7.8M | 3.4% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 175,536 | +4,060 | $43.3M | -$7.6M | 2.4% |
| Nuveen, LLC | 134,724 | +728 | $32.7M | -$7.1M | 0.5% |
| Calamos Advisors LLC | 41,506 | +31,006 | $10.1M | +$7.0M | 295.3% |
| AMERICAN CENTURY COMPANIES INC | 50,980 | +32,211 | $12.4M | +$6.8M | 171.6% |
| FIRST TRUST ADVISORS LP | 58,985 | +31,479 | $14.3M | +$6.1M | 114.4% |
| Bridgewater Associates, LP | 41,307 | +27,989 | $10.0M | +$6.1M | 210.2% |
| Vontobel Holding Ltd. | 135,274 | +6,549 | $32.8M | -$5.4M | 5.1% |
| PRUDENTIAL FINANCIAL INC | 129,344 | +5,503 | $31.4M | -$5.4M | 4.4% |
| ING GROEP NV | 25,947 | +21,974 | $6.3M | +$5.1M | 553.1% |
| Squarepoint Ops LLC | 22,739 | +21,383 | $5.5M | +$5.1M | 1576.9% |
| SEI INVESTMENTS CO | 57,785 | +27,657 | $14.0M | +$5.1M | 91.8% |
| California Public Employees Retirement System | 87,371 | +188 | $21.2M | -$4.7M | 0.2% |
| BLAIR WILLIAM & CO/IL | 86,891 | +341 | $21.1M | -$4.6M | 0.4% |
| Man Group plc | 94,590 | +2,866 | $23.0M | -$4.3M | 3.1% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 135,385 | +38,506 | $32.9M | +$4.1M | 39.7% |
| Hudson Bay Capital Management LP | 24,318 | +18,145 | $5.9M | +$4.1M | 293.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 105,496 | +3,726 | $26.2M | -$4.0M | 3.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 88,504 | +3,002 | $21.5M | -$3.9M | 3.5% |
| Walleye Capital LLC | 31,299 | +18,599 | $7.6M | +$3.8M | 146.4% |
| CREDIT AGRICOLE S A | 17,041 | +15,061 | $4.1M | +$3.5M | 760.6% |
| BOOTHBAY FUND MANAGEMENT, LLC | 18,952 | +14,518 | $4.6M | +$3.3M | 327.4% |
| IFM Investors Pty Ltd | 11,061 | +719 | $2.7K | -$3.1M | 7.0% |
| Andra AP-fonden | 15,900 | +13,300 | $3.9M | +$3.1M | 511.5% |
| Aquatic Capital Management LLC | 39,029 | +17,169 | $9.5M | +$3.0M | 78.5% |
| PRINCIPAL FINANCIAL GROUP INC | 56,746 | +1,154 | $13.8M | -$2.7M | 2.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 236,613 | +34,300 | $57.5M | -$2.7M | 16.9% |
| MACKENZIE FINANCIAL CORP | 18,361 | +11,550 | $4.5M | +$2.5M | 169.6% |
| Jump Financial, LLC | 10,904 | +10,064 | $2.6M | +$2.4M | 1198.1% |
| ISTHMUS PARTNERS, LLC | 42,629 | +145 | $10.4M | -$2.3M | 0.3% |
| Quantbot Technologies LP | 40,316 | +14,988 | $9.8M | +$2.3M | 59.2% |
| Swedbank AB | 39,498 | +100 | $9.6M | -$2.1M | 0.3% |
| BNP PARIBAS FINANCIAL MARKETS | 97,625 | +10,735 | $23.7M | -$2.1M | 12.3% |
| Aberdeen Group plc | 43,221 | +1,400 | $10.5M | -$1.9M | 3.3% |
| SOROS FUND MANAGEMENT LLC | 66,426 | +18,313 | $16.1M | +$1.8M | 38.1% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 36,289 | +599 | $8.8M | -$1.8M | 1.7% |
| Chicago Capital, LLC | 32,861 | +68 | $8.0M | -$1.8M | 0.2% |
| AVIVA PLC | 42,622 | +2,289 | $10.3M | -$1.6M | 5.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 87,830 | +10,239 | $21.4M | -$1.6M | 13.2% |
| Rakuten Investment Management, Inc. | 6,672 | +6,087 | $1.6M | +$1.6M | 1040.5% |
| TORONTO DOMINION BANK | 30,385 | +10,809 | $7.4M | +$1.6M | 55.2% |
| Heron Bay Capital Management | 35,443 | +1,362 | $8.6M | -$1.5M | 4.0% |
| XTX Topco Ltd | 12,803 | +7,414 | $3.1M | +$1.5M | 137.6% |
| IEQ CAPITAL, LLC | 47,367 | +3,667 | $11.5M | -$1.5M | 8.4% |
| NATIONAL BANK OF CANADA /FI/ | 33,131 | +1,410 | $8.0M | -$1.4M | 4.4% |
| Providence Capital Advisors, LLC | 25,451 | +19 | $6.2M | -$1.4M | 0.1% |
| Willis Investment Counsel | 9,453 | +6,319 | $2.3M | +$1.4M | 201.6% |
| Qube Research & Technologies Ltd | 110,555 | +24,256 | $26.8M | +$1.2M | 28.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,514 | +483 | $1.1M | +$1.1M | 12.0% |
| Kestra Advisory Services, LLC | 8,357 | +5,011 | $2.0M | +$1.0M | 149.8% |
| DANSKE BANK A/S | 22,330 | +636 | $5.4M | -$1.0M | 2.9% |
| KLP KAPITALFORVALTNING AS | 17,700 | +50 | $4.3M | -$947.0K | 0.3% |
| Busey Bank | 16,673 | +30 | $4.0M | -$897.0K | 0.2% |
| Bridgefront Capital, LLC | 5,242 | +3,864 | $1.3M | +$863.4K | 280.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 17,061 | +347 | $4.1M | -$824.0K | 2.1% |
| STRS OHIO | 43,518 | +5,303 | $10.6M | -$788.9K | 13.9% |
| ASSETMARK, INC | 35,002 | +3,788 | $8.5M | -$776.4K | 12.1% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 24,031 | +1,889 | $5.8M | -$744.5K | 8.5% |
| ProShare Advisors LLC | 17,069 | +636 | $4.1M | -$738.5K | 3.9% |
| FOX RUN MANAGEMENT, L.L.C. | 12,412 | +4,665 | $3.0M | +$711.8K | 60.2% |
| TD Asset Management Inc | 14,022 | +247 | $3.4M | -$688.6K | 1.8% |
| DEUTSCHE BANK AG\ | 361,939 | +68,440 | $87.9M | +$669.9K | 23.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 65,575 | +14,207 | $15.9M | +$658.4K | 27.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,792 | +503 | $3.6M | -$654.3K | 3.5% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 14,191 | +400 | $3.4M | -$652.3K | 2.9% |
| Edgestream Partners, L.P. | 16,782 | +889 | $4.1M | -$647.8K | 5.6% |
| Lansforsakringar Fondforvaltning AB (publ) | 11,564 | +30 | $2.8M | -$619.5K | 0.3% |
| DOLIVER ADVISORS, LP | 3,341 | +2,651 | $811.3K | +$606.2K | 384.2% |
| Walleye Trading LLC | 3,917 | +2,743 | $951.1K | +$602.3K | 233.6% |
| CIBC Asset Management Inc | 11,918 | +4,200 | $2.9M | +$600.4K | 54.4% |
| Merit Financial Group, LLC | 4,646 | +2,853 | $1.1M | +$595.4K | 159.1% |
| Czech National Bank | 13,359 | +445 | $3.2M | -$593.7K | 3.4% |
| Mariner, LLC | 15,233 | +794 | $3.7M | -$586.0K | 5.5% |
| Triodos Investment Management BV | 54,000 | +11,000 | $13.3M | +$557.7K | 25.6% |
| CSS LLC/IL | 3,440 | +2,470 | $835.3K | +$547.1K | 254.6% |
| Moran Wealth Management, LLC | 6,288 | +2,989 | $1.5M | +$546.5K | 90.6% |
| BANK OF MONTREAL /CAN/ | 34,817 | +4,690 | $8.5M | -$498.3K | 15.6% |
| Headlands Technologies LLC | 19,751 | +5,254 | $4.8M | +$488.0K | 36.2% |
| Skandinaviska Enskilda Banken AB (publ) | 26,525 | +3,204 | $6.4M | -$487.0K | 13.7% |
| Holocene Advisors, LP | 18,193 | +4,918 | $4.4M | +$472.8K | 37.0% |
| BANK OF NOVA SCOTIA | 11,380 | +3,444 | $2.8M | +$405.0K | 43.4% |
| PALISADE CAPITAL MANAGEMENT, LP | 28,043 | +3,784 | $6.8M | -$399.3K | 15.6% |
| XPONANCE, INC. | 7,660 | +153 | $1.9M | -$370.8K | 2.0% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6,972 | +42 | $1.7M | -$366.4K | 0.6% |
| Cascade Investment Advisors, Inc. | 7,230 | +2,545 | $1.8M | +$363.4K | 54.3% |
| CIBC WORLD MARKET INC. | 2,440 | +1,599 | $592.5K | +$342.6K | 190.1% |
| KPP Advisory Services LLC | 3,836 | +1,815 | $931.5K | +$330.9K | 89.8% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 6,608 | +169 | $1.6M | -$308.9K | 2.6% |
| Polymer Capital Management (US) LLC | 4,390 | +1,800 | $1.1M | +$296.3K | 69.5% |
| GUGGENHEIM CAPITAL LLC | 5,157 | +1,907 | $1.3M | +$286.5K | 58.7% |
| ALLSTATE CORP | 3,459 | +1,560 | $839.9K | +$275.6K | 82.1% |
| Optas, LLC | 3,904 | +1,608 | $948.0K | +$265.7K | 70.0% |
| Palisade Asset Management, LLC | 5,061 | +53 | $1.2M | -$259.3K | 1.1% |
| JANUS HENDERSON GROUP PLC | 4,867 | +101 | $1.2M | -$233.5K | 2.1% |
| Callan Family Office, LLC | 4,656 | +67 | $1.1M | -$233.2K | 1.5% |
| MUFG Securities EMEA plc | 2,087 | +1,114 | $506.8K | +$217.6K | 114.5% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 7,485 | +2,082 | $1.8M | +$212.0K | 38.5% |
| RENAISSANCE TECHNOLOGIES LLC | 55,951 | +9,520 | $13.6M | -$211.4K | 20.5% |
| Kestra Investment Management, LLC | 5,677 | +360 | $1.4M | -$201.5K | 6.8% |
| ALPS ADVISORS INC | 4,172 | +1,407 | $1.0M | +$191.4K | 50.9% |
| Creative Planning | 11,667 | +1,531 | $2.8M | -$179.0K | 15.1% |
| National Pension Service | 6,396 | +626 | $1.6M | -$161.5K | 10.8% |
| NEOS Investment Management LLC | 2,450 | +982 | $594.9K | +$158.7K | 66.9% |
| SEIZERT CAPITAL PARTNERS, LLC | 20,659 | +3,253 | $5.0M | -$155.9K | 18.7% |
| Allianz Asset Management GmbH | 74,270 | +14,078 | $18.0M | +$147.6K | 23.4% |
| Geneos Wealth Management Inc. | 662 | +616 | $160.7K | +$147.1K | 1339.1% |
| TruNorth Capital Management, LLC | 972 | +659 | $236.0K | +$143.0K | 210.5% |
| M&T Bank Corp | 2,812 | +47 | $682.9K | -$138.9K | 1.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,260 | +1,284 | $3.4M | -$136.7K | 10.7% |
| Tredje AP-fonden | 7,223 | +871 | $1.8M | -$133.7K | 13.7% |
| Chesley Taft & Associates LLC | 3,704 | +1,125 | $899.4K | +$133.0K | 43.6% |
| ZWJ INVESTMENT COUNSEL INC | 41,251 | +7,985 | $10.0M | +$131.2K | 24.0% |
| Asset Management One Co., Ltd. | 27,192 | +5,144 | $6.7M | +$129.3K | 23.3% |
| Midwest Professional Planners, LTD. | 2,390 | +6 | $580.3K | -$128.1K | 0.3% |
| Norway Savings Bank | 4,460 | +394 | $1.1M | -$125.3K | 9.7% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,666 | +75 | $647.4K | -$122.6K | 2.9% |
| Empowered Funds, LLC | 2,385 | +40 | $579.1K | -$117.7K | 1.7% |
| Investment Management Corp of Ontario | 3,441 | +1,006 | $835.5K | +$112.0K | 41.3% |
| Norinchukin Bank, The | 2,990 | +193 | $726.0K | -$105.1K | 6.9% |
| Compass Ion Advisors, LLC | 3,522 | +294 | $855.2K | -$104.0K | 9.1% |
| MATHER GROUP, LLC. | 1,986 | +15 | $482.2K | -$103.5K | 0.8% |
| EQUITABLE TRUST CO | 3,322 | +296 | $806.6K | -$92.6K | 9.8% |
| NewEdge Advisors, LLC | 1,938 | +647 | $470.6K | +$86.9K | 50.1% |
| HB Wealth Management, LLC | 1,939 | +63 | $470.9K | -$86.7K | 3.4% |
| IHT Wealth Management, LLC | 1,662 | +583 | $403.6K | +$82.9K | 54.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,685 | +37 | $409.2K | -$80.6K | 2.2% |
| FEDERATED HERMES, INC. | 1,836 | +604 | $445.8K | +$79.7K | 49.0% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 46,212 | +5,310 | $12.1M | -$76.0K | 13.0% |
| Kera Capital Partners, Inc. | 2,373 | +738 | $557.6K | +$71.8K | 45.1% |
| Guinness Asset Management LTD | 1,206 | +7 | $296.4K | -$59.6K | 0.6% |
| STUDIO INVESTMENT MANAGEMENT LLC | 1,686 | +114 | $409.4K | -$57.7K | 7.3% |
| BROADWATER CAPITAL MANAGEMENT LLC | 47,454 | +46,254 | $415.7K | +$57.4K | 3854.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 289,638 | +245,104 | $70.3K | +$57.1K | 550.4% |
| Equitable Holdings, Inc. | 1,034 | +10 | $251.1K | -$53.2K | 1.0% |
| Patriot Financial Group Insurance Agency, LLC | 1,981 | +540 | $481.0K | +$52.8K | 37.5% |
| Robeco Schweiz AG | 1,476 | +108 | $358.4K | -$48.1K | 7.9% |
| WEALTH ALLIANCE, LLC | 978 | +18 | $237.5K | -$47.8K | 1.9% |
| Arkadios Wealth Advisors | 852 | +8 | $206.9K | -$43.9K | 0.9% |
| NOMURA HOLDINGS INC | 1,818 | +478 | $441.4K | +$43.3K | 35.7% |
| ROTHSCHILD INVESTMENT LLC | 1,608 | +165 | $390.5K | -$38.3K | 11.4% |
| MPWM ADVISORY SOLUTIONS, LLC | 250 | +168 | $60.7K | +$36.3K | 204.9% |
| Chicago Partners Investment Group LLC | 1,259 | +32 | $302.8K | -$33.7K | 2.6% |
| AlphaQuest LLC | 340 | +152 | $82.6K | +$26.7K | 80.8% |
| Johnson Financial Group, Inc. | 142 | +109 | $34.5K | +$24.7K | 330.3% |
| Advisory Alpha, LLC | 2,154 | +310 | $523.0K | -$22.6K | 16.8% |
| State of Wyoming | 1,515 | +201 | $367.9K | -$22.6K | 15.3% |
| MQS Management LLC | 1,492 | +348 | $362.3K | +$22.3K | 30.4% |
| Canada Post Corp Registered Pension Plan | 1,070 | +270 | $259.8K | +$22.3K | 33.8% |
| Prestige Wealth Management Group LLC | 72 | +60 | $23.4K | +$19.9K | 500.0% |
| SBI Securities Co., Ltd. | 143 | +89 | $34.7K | +$18.7K | 164.8% |
| Thrivent Financial for Lutherans | 378,600 | +18,134 | $91.9K | -$15.2K | 5.0% |
| Truvestments Capital LLC | 1,411 | +308 | $342.6K | +$14.9K | 27.9% |
| Farther Finance Advisors, LLC | 444 | +131 | $107.8K | +$14.8K | 41.9% |
| SYON CAPITAL LLC | 3,670 | +624 | $891.1K | -$14.0K | 20.5% |
| SG Americas Securities, LLC | 64,907 | +51,913 | $15.8K | +$11.9K | 399.5% |
| FIRST HORIZON CORP | 89 | +56 | $21.6K | +$11.8K | 169.7% |
| HARBOUR INVESTMENTS, INC. | 93 | +53 | $22.6K | +$10.7K | 132.5% |
| TCM Advisors, LLC | 1,800 | +300 | $437.1K | -$8.7K | 20.0% |
| Mirae Asset Global Investments Co., Ltd. | 8,732 | +1,570 | $2.1M | -$8.0K | 21.9% |
| LRI Investments, LLC | 312 | +31 | $75.8K | -$7.6K | 11.0% |
| Krilogy Financial LLC | 1,766 | +177 | $430.0K | +$6.9K | 11.1% |
| Larson Financial Group LLC | 242 | +22 | $58.7K | -$6.6K | 10.0% |
| TEMA ETFS LLC | 903 | +143 | $219.3K | -$6.6K | 18.8% |
| CYBER HORNET ETFs LLC | 140 | +4 | $34.0K | -$6.4K | 2.9% |
| UMB Bank, n.a. | 306 | +76 | $74.3K | +$6.0K | 33.0% |
| Smartleaf Asset Management LLC | 312 | +33 | $77.1K | -$5.9K | 11.8% |
| Lido Advisors, LLC | 4,343 | +69 | $1.3M | +$4.7K | 1.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,454 | +281 | $353.1K | +$4.6K | 23.9% |
| PRINCIPAL SECURITIES, INC. | 5,273 | +949 | $1.3M | -$4.5K | 21.9% |
| HRT FINANCIAL LP | 43,422 | +20,576 | $10.5K | +$3.8K | 90.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | +17 | $7.3K | +$3.4K | 130.8% |
| Palogic Value Management, L.P. | 1,334 | +255 | $323.9K | +$3.3K | 23.6% |
| Mach-1 Financial Group, LLC | 888 | +173 | $215.6K | +$3.2K | 24.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 2,687 | +481 | $652.5K | -$3.1K | 21.8% |
| BOKF, NA | 54 | +20 | $13.1K | +$3.0K | 58.8% |
| GSA CAPITAL PARTNERS LLP | 12,591 | +11,613 | $3.1K | +$2.8K | 1187.4% |
| SJS Investment Consulting Inc. | 16 | +12 | $3.9K | +$2.7K | 300.0% |
| Parkside Financial Bank & Trust | 241 | +35 | $58.5K | -$2.7K | 17.0% |
| Bell Investment Advisors, Inc | 28 | +13 | $6.8K | +$2.3K | 86.7% |
| Transamerica Financial Advisors, LLC | 13 | +7 | $3.3K | +$1.6K | 116.7% |
| JOHNSON INVESTMENT COUNSEL INC | 8,945 | +1,640 | $2.2M | +$1.3K | 22.4% |
| Janney Montgomery Scott LLC | 23,998 | +934 | $5.8K | -$1.0K | 4.0% |
| VAN ECK ASSOCIATES CORP | 18,671 | +589 | $4.5K | -$839 | 3.3% |
| Mn Services Vermogensbeheer B.V. | 20,437 | +1,537 | $5.0K | -$653 | 8.1% |
| Private Wealth Management Group, LLC | 29 | +7 | $7.0K | +$504 | 31.8% |
| Cambridge Investment Research Advisors, Inc. | 7,747 | +3,106 | $1.9K | +$502 | 66.9% |
| AMALGAMATED BANK | 9,963 | +214 | $2.4K | -$478 | 2.2% |
| Physician Wealth Advisors, Inc. | 7 | +2 | $1.7K | +$214 | 40.0% |
| Bank of Jackson Hole Trust | 62 | +12 | $15.1K | +$197 | 24.0% |
| Daiwa Securities Group Inc. | 12,590 | +1,785 | $3.1K | -$154 | 16.5% |
| Gulf International Bank (UK) Ltd | 2,789 | +42 | $677 | -$139 | 1.5% |
| ORG Partners LLC | 4 | +1 | $970 | +$79 | 33.3% |
| CX Institutional | 1,076 | +56 | $261 | -$42 | 5.5% |
| HANTZ FINANCIAL SERVICES, INC. | 529 | +195 | $128 | +$29 | 58.4% |
| Smithfield Trust Co | 444 | +8 | $108 | -$19 | 1.8% |
| Dunhill Financial, LLC | 6 | +1 | $1.4K | +$9 | 20.0% |