13F QoQ Ownership Changes
ZM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 153 new · 319 added · 347 reduced · 79 exited
New Positions(153)
Added To(319)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 12,195,243 | +3,718,186 | $1.05B | +$353.0M | 43.9% |
| VANGUARD GROUP INC | 26,967,224 | +1,029,623 | $2.33B | +$187.1M | 4.0% |
| FMR LLC | 11,794,572 | +1,439,621 | $1.02B | +$163.5M | 13.9% |
| BlackRock, Inc. | 17,324,188 | +767,136 | $1.49B | +$128.9M | 4.6% |
| UBS Group AG | 5,333,932 | +1,273,431 | $460.3M | +$125.3M | 31.4% |
| STATE STREET CORP | 7,582,924 | +363,776 | $654.3M | +$58.8M | 5.0% |
| Cerity Partners LLC | 704,183 | +472,690 | $60.8M | +$41.7M | 204.2% |
| Caisse de depot et placement du Quebec | 1,874,701 | +393,598 | $161.8M | +$39.6M | 26.6% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 751,624 | +387,824 | $64.9M | +$34.8M | 106.6% |
| Rockefeller Capital Management L.P. | 393,604 | +389,661 | $34.0M | +$33.6M | 9882.3% |
| IEQ CAPITAL, LLC | 837,548 | +366,346 | $72.3M | +$33.4M | 77.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,139,583 | +152,862 | $445.3M | +$32.5M | 3.1% |
| Allianz Asset Management GmbH | 2,112,815 | +285,626 | $182.3M | +$31.6M | 15.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,852,621 | +248,640 | $246.2M | +$31.3M | 9.5% |
| Robeco Institutional Asset Management B.V. | 2,644,822 | +238,698 | $228.2M | +$29.7M | 9.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 561,751 | +292,630 | $48.5M | +$26.3M | 108.7% |
| Trexquant Investment LP | 490,777 | +262,035 | $42.3M | +$23.5M | 114.5% |
| Balyasny Asset Management L.P. | 852,253 | +230,615 | $73.5M | +$22.3M | 37.1% |
| Point72 Asset Management, L.P. | 340,400 | +249,100 | $29.4M | +$21.8M | 272.8% |
| Vinva Investment Management Ltd | 604,257 | +242,723 | $52.4M | +$21.8M | 67.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,767,681 | +121,835 | $238.8M | +$20.5M | 4.6% |
| LMR Partners LLP | 585,701 | +209,281 | $50.5M | +$19.5M | 55.6% |
| JANE STREET GROUP, LLC | 1,566,115 | +145,451 | $135.1M | +$17.9M | 10.2% |
| Monaco Asset Management SAM | 212,500 | +172,500 | $18.3M | +$15.0M | 431.3% |
| Invesco Ltd. | 961,582 | +136,911 | $83.0M | +$14.9M | 16.6% |
| DIMENSIONAL FUND ADVISORS LP | 2,258,083 | +76,679 | $194.9M | +$14.9M | 3.5% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 1,211,676 | +122,370 | $104.6M | +$14.7M | 11.2% |
| VICTORY CAPITAL MANAGEMENT INC | 1,831,806 | +90,853 | $158.1M | +$14.4M | 5.2% |
| Mariner, LLC | 257,478 | +161,948 | $22.2M | +$14.3M | 169.5% |
| FIL Ltd | 3,284,861 | +11,849 | $283.5M | +$13.4M | 0.4% |
| ALLIANCEBERNSTEIN L.P. | 375,024 | +126,400 | $32.4M | +$11.8M | 50.8% |
| PRIMECAP MANAGEMENT CO/CA/ | 1,249,600 | +72,850 | $107.8M | +$10.7M | 6.2% |
| CAPITAL FUND MANAGEMENT S.A. | 394,455 | +106,371 | $34.0M | +$10.3M | 36.9% |
| Altshuler Shaham Ltd | 2,043,218 | +24,246 | $176.3M | +$9.7M | 1.2% |
| NORTHERN TRUST CORP | 1,746,301 | +34,630 | $150.7M | +$9.5M | 2.0% |
| RAYMOND JAMES FINANCIAL INC | 952,091 | +67,451 | $82.2M | +$9.2M | 7.6% |
| Walleye Trading LLC | 592,194 | +77,916 | $51.1M | +$8.7M | 15.2% |
| SEI INVESTMENTS CO | 372,548 | +87,679 | $32.1M | +$8.6M | 30.8% |
| Legal & General Group Plc | 2,016,483 | +11,342 | $174.0M | +$8.6M | 0.6% |
| GOLDMAN SACHS GROUP INC | 1,584,472 | +22,887 | $136.7M | +$7.9M | 1.5% |
| Creative Planning | 185,690 | +86,926 | $16.0M | +$7.9M | 88.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,371,585 | +30,996 | $118.4M | +$7.8M | 2.3% |
| Centiva Capital, LP | 117,167 | +88,567 | $10.1M | +$7.8M | 309.7% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 88,000 | +23,200 | $7.6M | +$7.6M | 35.8% |
| National Pension Service | 733,004 | +56,696 | $63.3M | +$7.5M | 8.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 396,279 | +68,309 | $34.2M | +$7.1M | 20.8% |
| CAPTRUST FINANCIAL ADVISORS | 116,495 | +80,497 | $10.1M | +$7.1M | 223.6% |
| Bank of New York Mellon Corp | 976,764 | +34,174 | $84.3M | +$6.5M | 3.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 234,864 | +66,262 | $20.3M | +$6.4M | 39.3% |
| Verition Fund Management LLC | 176,700 | +66,536 | $15.2M | +$6.2M | 60.4% |
| Focus Partners Wealth | 146,799 | +65,364 | $12.7M | +$5.9M | 80.3% |
| AMERICAN CENTURY COMPANIES INC | 291,178 | +57,107 | $25.1M | +$5.8M | 24.4% |
| BNP PARIBAS FINANCIAL MARKETS | 548,409 | +13,537 | $67.4M | +$5.3M | 2.5% |
| Junto Capital Management LP | 397,543 | +45,093 | $34.3M | +$5.2M | 12.8% |
| TD Asset Management Inc | 399,881 | +40,984 | $34.5M | +$4.9M | 11.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 396,099 | +36,255 | $34.2M | +$4.5M | 10.1% |
| IFM Investors Pty Ltd | 51,229 | +314 | $4.4K | -$4.3M | 0.6% |
| CITIGROUP INC | 582,634 | +22,357 | $50.3M | +$4.1M | 4.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 375,579 | +31,827 | $32.4M | +$4.0M | 9.3% |
| BANK OF NOVA SCOTIA | 60,924 | +42,551 | $5.3M | +$3.7M | 231.6% |
| FEDERATED HERMES, INC. | 276,684 | +24,077 | $23.9M | +$3.0M | 9.5% |
| PEAK6 LLC | 259,800 | +23,500 | $22.4M | +$2.9M | 9.9% |
| Graham Capital Management, L.P. | 46,720 | +27,984 | $4.0M | +$2.5M | 149.3% |
| XTX Topco Ltd | 70,133 | +26,830 | $6.1M | +$2.5M | 62.0% |
| Walleye Capital LLC | 103,501 | +24,601 | $8.9M | +$2.4M | 31.2% |
| ZACKS INVESTMENT MANAGEMENT | 207,475 | +18,739 | $17.9M | +$2.3M | 9.9% |
| ExodusPoint Capital Management, LP | 33,813 | +25,893 | $2.9M | +$2.3M | 326.9% |
| KLP KAPITALFORVALTNING AS | 413,100 | +8,300 | $35.6M | +$2.3M | 2.0% |
| Caprock Group, LLC | 38,116 | +24,217 | $3.3M | +$2.2M | 174.2% |
| RHUMBLINE ADVISERS | 466,472 | +3,998 | $40.3M | +$2.1M | 0.9% |
| Federation des caisses Desjardins du Quebec | 40,062 | +23,313 | $3.5M | +$2.1M | 139.2% |
| Qsemble Capital Management, LP | 34,201 | +22,874 | $3.0M | +$2.0M | 201.9% |
| Nuveen, LLC | 399,289 | +4,532 | $34.5M | +$1.9M | 1.1% |
| Clearstead Advisors, LLC | 194,711 | +13,621 | $16.8M | +$1.9M | 7.5% |
| Pallas Capital Advisors LLC | 48,250 | +18,567 | $4.2M | +$1.7M | 62.5% |
| Merit Financial Group, LLC | 49,173 | +18,258 | $4.2M | +$1.7M | 59.0% |
| Capula Management Ltd | 51,162 | +17,704 | $4.4M | +$1.7M | 52.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 256,249 | +17,496 | $21.4M | +$1.7M | 7.3% |
| Corient Private Wealth LLC | 245,879 | +190,713 | $6.1M | +$1.5M | 345.7% |
| MARSHALL WACE, LLP | 31,590 | +17,190 | $2.7M | +$1.5M | 119.4% |
| Convergence Investment Partners, LLC | 38,946 | +16,606 | $3.4M | +$1.5M | 74.3% |
| LPL Financial LLC | 113,217 | +11,825 | $9.8M | +$1.4M | 11.7% |
| MAVERICK CAPITAL LTD | 56,027 | +14,126 | $4.8M | +$1.4M | 33.7% |
| Rakuten Investment Management, Inc. | 10,755 | +2,036 | $928.5K | -$1.3M | 23.4% |
| Dai-ichi Life Insurance Company, Ltd | 26,894 | +14,740 | $2.3M | +$1.3M | 121.3% |
| Lansforsakringar Fondforvaltning AB (publ) | 89,149 | +11,298 | $7.7M | +$1.3M | 14.5% |
| AVIVA PLC | 203,808 | +5,974 | $17.6M | +$1.3M | 3.0% |
| Family Management Corp | 40,904 | +13,347 | $3.5M | +$1.3M | 48.4% |
| Focus Partners Advisor Solutions, LLC | 42,702 | +13,316 | $3.7M | +$1.2M | 45.3% |
| Y-Intercept (Hong Kong) Ltd | 28,939 | +13,676 | $2.5M | +$1.2M | 89.6% |
| Thrive Capital Management, LLC | 41,434 | +13,080 | $3.6M | +$1.2M | 46.1% |
| DCF Advisers, LLC | 40,250 | +13,000 | $3.5M | +$1.2M | 47.7% |
| MOORE CAPITAL MANAGEMENT, LP | 17,428 | +12,814 | $1.5M | +$1.1M | 277.7% |
| L2 Asset Management, LLC | 75,732 | +9,698 | $6.5M | +$1.1M | 14.7% |
| OSSIAM | 60,670 | +10,036 | $5.2M | +$1.1M | 19.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 242,815 | +1,668 | $20.9M | +$1.0M | 0.7% |
| ALLSTATE CORP | 20,566 | +11,313 | $1.8M | +$1.0M | 122.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 44,957 | +9,410 | $3.9M | +$946.7K | 26.5% |
| Perpetual Ltd | 26,862 | +10,219 | $2.3M | +$944.9K | 61.4% |
| SEIZERT CAPITAL PARTNERS, LLC | 86,836 | +7,393 | $7.5M | +$939.0K | 9.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16,485 | +10,447 | $1.4M | +$924.4K | 173.0% |
| NorthCrest Asset Manangement, LLC | 25,889 | +9,183 | $2.2M | +$912.2K | 55.0% |
| CWA Asset Management Group, LLC | 73,973 | +6,839 | $6.4M | +$844.6K | 10.2% |
| Advisory Services Network, LLC | 11,103 | +9,342 | $958.1K | +$812.8K | 530.5% |
| NOMURA HOLDINGS INC | 13,098 | +8,605 | $1.1M | +$759.6K | 191.5% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 16,495 | +8,310 | $1.4M | +$748.1K | 101.5% |
| Optas, LLC | 11,013 | +8,559 | $950.3K | +$747.8K | 348.8% |
| PAR CAPITAL MANAGEMENT INC | 11,900 | +8,500 | $1.0M | +$746.4K | 250.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 170,008 | +1,190 | $14.7M | +$742.5K | 0.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,485 | +8,458 | $991.0K | +$741.3K | 279.4% |
| Motley Fool Asset Management LLC | 27,909 | +7,306 | $2.4M | +$708.5K | 35.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 81,969 | +4,511 | $7.1M | +$682.8K | 5.8% |
| BARCLAYS PLC | 351,721 | +10,998 | $27.4M | -$682.4K | 3.2% |
| Parcion Private Wealth LLC | 11,746 | +7,693 | $1.0M | +$679.2K | 189.8% |
| JANUS HENDERSON GROUP PLC | 26,635 | +6,900 | $2.3M | +$670.8K | 35.0% |
| WESTPAC BANKING CORP | 24,261 | +6,829 | $2.1M | +$655.3K | 39.2% |
| Kera Capital Partners, Inc. | 15,205 | +6,024 | $1.4M | +$642.9K | 65.6% |
| Pictet Asset Management Holding SA | 100,789 | +2,870 | $8.7M | +$618.8K | 2.9% |
| Sivia Capital Partners, LLC | 12,947 | +6,712 | $1.1M | +$602.8K | 107.7% |
| Summit Trail Advisors, LLC | 35,990 | +5,531 | $3.1M | +$592.7K | 18.1% |
| Krilogy Financial LLC | 26,632 | +3,147 | $2.5M | +$579.6K | 13.4% |
| QRG CAPITAL MANAGEMENT, INC. | 33,780 | +5,460 | $2.9M | +$578.4K | 19.3% |
| EverSource Wealth Advisors, LLC | 12,334 | +6,314 | $1.1M | +$567.7K | 104.9% |
| USS Investment Management Ltd | 51,416 | +4,401 | $4.4M | +$559.2K | 9.4% |
| Cetera Investment Advisers | 37,170 | +5,047 | $3.2M | +$557.2K | 15.7% |
| Swedbank AB | 111,116 | +1,450 | $9.6M | +$540.8K | 1.3% |
| DNB Asset Management AS | 52,726 | +3,925 | $4.5M | +$523.6K | 8.0% |
| BLAIR WILLIAM & CO/IL | 114,114 | +1,096 | $9.8M | +$522.9K | 1.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 60,132 | +3,440 | $5.2M | +$511.7K | 6.1% |
| Baker Avenue Asset Management, LP | 43,335 | +4,154 | $3.7M | +$506.9K | 10.6% |
| Caerus Investment Advisors, LLC | 16,385 | +5,228 | $1.4M | +$493.4K | 46.9% |
| TRANSCEND CAPITAL ADVISORS, LLC | 21,796 | +4,892 | $1.9M | +$486.2K | 28.9% |
| SYON CAPITAL LLC | 15,991 | +4,949 | $1.4M | +$468.9K | 44.8% |
| Waverly Advisors, LLC | 10,568 | +5,089 | $911.9K | +$459.9K | 92.9% |
| HighTower Advisors, LLC | 62,511 | +2,657 | $5.4M | +$456.1K | 4.4% |
| Board of the Pension Protection Fund | 21,400 | +4,400 | $1.8M | +$444.1K | 25.9% |
| Chicago Partners Investment Group LLC | 22,515 | +4,977 | $1.9M | +$442.5K | 28.4% |
| Global Retirement Partners, LLC | 5,418 | +5,066 | $467.5K | +$438.5K | 1439.2% |
| GenTrust, LLC | 7,397 | +4,967 | $638.3K | +$437.8K | 204.4% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 19,327 | +4,327 | $1.7M | +$430.2K | 28.8% |
| Vanguard Personalized Indexing Management, LLC | 29,673 | +3,817 | $2.6M | +$427.2K | 14.8% |
| State of Wyoming | 9,640 | +4,605 | $831.8K | +$416.4K | 91.5% |
| Sequoia Financial Advisors, LLC | 15,666 | +4,323 | $1.4M | +$416.0K | 38.1% |
| ROTHSCHILD INVESTMENT LLC | 9,680 | +4,475 | $835.3K | +$405.9K | 86.0% |
| NewEdge Advisors, LLC | 15,074 | +4,042 | $1.3M | +$390.6K | 36.6% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 8,325 | +4,313 | $718.4K | +$387.4K | 107.5% |
| Cannon Global Investment Management, LLC | 13,200 | +4,000 | $1.1M | +$380.0K | 43.5% |
| Ethic Inc. | 14,403 | +3,768 | $1.2M | +$365.4K | 35.4% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 17,654 | +3,618 | $1.5M | +$365.4K | 25.8% |
| Tredje AP-fonden | 27,901 | +3,113 | $2.4M | +$362.6K | 12.6% |
| Hunting Hill Global Capital, LLC | 14,141 | +3,741 | $1.2M | +$362.2K | 36.0% |
| Aaron Wealth Advisors LLC | 26,775 | +3,042 | $2.3M | +$352.4K | 12.8% |
| WADDELL & ASSOCIATES, LLC | 9,216 | +3,713 | $795.2K | +$341.3K | 67.5% |
| PRINCIPAL FINANCIAL GROUP INC | 13,162 | +3,489 | $1.1M | +$337.7K | 36.1% |
| Farther Finance Advisors, LLC | 8,835 | +3,625 | $762.4K | +$332.5K | 69.6% |
| Hudson Capital Management LLC | 67,162 | +937 | $5.8M | +$331.8K | 1.4% |
| Silver Lake Advisory, LLC | 44,895 | +1,910 | $3.9M | +$327.7K | 4.4% |
| FORSTA AP-FONDEN | 49,100 | +1,600 | $4.2M | +$318.1K | 3.4% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 10,290 | +3,163 | $882.5K | +$313.4K | 44.4% |
| AlphaCore Capital LLC | 6,551 | +3,463 | $565.3K | +$310.5K | 112.1% |
| Savvy Advisors, Inc. | 6,098 | +3,465 | $526.2K | +$309.0K | 131.6% |
| Legacy Financial Advisors, Inc. | 8,375 | +3,313 | $722.7K | +$305.1K | 65.4% |
| AlphaQuest LLC | 3,720 | +3,516 | $321.0K | +$304.2K | 1723.5% |
| waypoint wealth counsel | 8,817 | +3,252 | $760.8K | +$301.7K | 58.4% |
| HB Wealth Management, LLC | 7,823 | +3,289 | $675.0K | +$301.0K | 72.5% |
| MML INVESTORS SERVICES, LLC | 17,246 | +2,716 | $1.5M | +$289.4K | 18.7% |
| RB Capital Management, LLC | 25,329 | +2,336 | $2.2M | +$288.7K | 10.2% |
| M&T Bank Corp | 7,032 | +3,149 | $606.6K | +$286.2K | 81.1% |
| BANK OF MONTREAL /CAN/ | 10,963 | +2,918 | $946.0K | +$282.3K | 36.3% |
| Siemens Fonds Invest GmbH | 8,384 | +2,957 | $723.5K | +$275.8K | 54.5% |
| Integrated Quantitative Investments LLC | 14,424 | +2,653 | $1.2M | +$273.5K | 22.5% |
| COMERICA BANK | 57,483 | +642 | $5.0M | +$270.8K | 1.1% |
| QTR Family Wealth, LLC | 6,391 | +2,313 | $607.1K | +$270.6K | 56.7% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,156 | +2,932 | $531.2K | +$265.2K | 90.9% |
| EARNED WEALTH ADVISORS, LLC | 9,159 | +2,776 | $790.3K | +$263.7K | 43.5% |
| HARVEY CAPITAL MANAGEMENT INC | 59,615 | +450 | $5.1M | +$263.1K | 0.8% |
| Headlands Technologies LLC | 40,024 | +1,308 | $3.5M | +$259.6K | 3.4% |
| Allegiance Financial Group Advisory Services LLC | 6,369 | +2,607 | $549.6K | +$239.2K | 69.3% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 13,858 | +1,564 | $1.2M | +$237.1K | 12.7% |
| STIFEL FINANCIAL CORP | 21,011 | +1,773 | $1.8M | +$225.8K | 9.2% |
| EVOKE WEALTH, LLC | 13,051 | +2,101 | $1.1M | +$222.8K | 19.2% |
| Elo Mutual Pension Insurance Co | 48,067 | +308 | $4.1M | +$207.6K | 0.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,122 | +2,218 | $528.3K | +$206.2K | 56.8% |
| Aptus Capital Advisors, LLC | 4,701 | +2,219 | $405.6K | +$200.9K | 89.4% |
| CERTUITY, LLC | 8,212 | +1,999 | $708.7K | +$196.1K | 32.2% |
| XPONANCE, INC. | 30,266 | +968 | $2.6M | +$194.6K | 3.3% |
| Kaufman Rossin Wealth, LLC | 5,407 | +2,008 | $466.6K | +$186.2K | 59.1% |
| Utah Retirement Systems | 43,622 | +245 | $3.8M | +$185.5K | 0.6% |
| HUB Investment Partners, LLC | 5,271 | +1,962 | $454.8K | +$181.8K | 59.3% |
| Versant Capital Management, Inc | 10,005 | +1,679 | $863.3K | +$176.4K | 20.2% |
| NISA INVESTMENT ADVISORS, LLC | 3,674 | +1,969 | $317.0K | +$176.4K | 115.5% |
| OMERS ADMINISTRATION Corp | 19,411 | +1,218 | $1.7M | +$174.1K | 6.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 22,154 | +1,024 | $1.9M | +$168.4K | 4.8% |
| Apella Capital, LLC | 24,529 | +88 | $2.1M | +$165.5K | 0.4% |
| Perigon Wealth Management, LLC | 15,851 | +1,202 | $1.4M | +$159.2K | 8.2% |
| CITIZENS FINANCIAL GROUP INC/RI | 9,159 | +1,486 | $790.4K | +$157.3K | 19.4% |
| SYM FINANCIAL Corp | 6,288 | +1,595 | $542.6K | +$155.4K | 34.0% |
| Moran Wealth Management, LLC | 36,232 | +177 | $3.1M | +$151.9K | 0.5% |
| CreativeOne Wealth, LLC | 17,462 | +1,016 | $1.5M | +$150.0K | 6.2% |
| Wealthspire Advisors, LLC | 2,651 | +1,689 | $228.7K | +$149.4K | 175.6% |
| MISSION WEALTH MANAGEMENT, LP | 7,743 | +1,392 | $668.2K | +$144.2K | 21.9% |
| Venturi Wealth Management, LLC | 5,463 | +1,401 | $471.4K | +$136.3K | 34.5% |
| Qtron Investments LLC | 9,358 | +1,190 | $807.5K | +$133.6K | 14.6% |
| JONES FINANCIAL COMPANIES LLLP | 11,812 | +1,300 | $1.0M | +$130.9K | 12.4% |
| 3Chopt Investment Partners, LLC | 7,251 | +1,248 | $625.7K | +$130.4K | 20.8% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 9,966 | +1,092 | $860.0K | +$127.9K | 12.3% |
| Larson Financial Group LLC | 1,954 | +1,407 | $168.6K | +$123.5K | 257.2% |
| Interchange Capital Partners, LLC | 4,642 | +1,256 | $400.6K | +$121.2K | 37.1% |
| CHOREO, LLC | 10,750 | +965 | $927.7K | +$120.4K | 9.9% |
| CIBC Asset Management Inc | 11,939 | +893 | $1.0M | +$118.9K | 8.1% |
| Diversified Trust Co | 26,827 | +80 | $2.3M | +$108.3K | 0.3% |
| Cornerstone Wealth Group, LLC | 3,846 | +1,040 | $331.9K | +$100.4K | 37.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,881 | +54 | $2.1M | +$98.8K | 0.2% |
| True Wealth Design, LLC | 3,304 | +1,022 | $285.1K | +$96.8K | 44.8% |
| Resonant Capital Advisors, LLC | 4,767 | +883 | $411.3K | +$90.9K | 22.7% |
| Inscription Capital, LLC | 16,704 | +327 | $1.4M | +$90.3K | 2.0% |
| NATIONAL BANK OF CANADA /FI/ | 7,306 | +762 | $629.9K | +$90.2K | 11.6% |
| Compound Planning, Inc. | 7,940 | +725 | $685.1K | +$89.9K | 10.0% |
| Vise Technologies, Inc. | 4,707 | +828 | $406.2K | +$86.2K | 21.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14,759 | +259 | $1.3M | +$77.3K | 1.8% |
| Harrington Investments, INC | 16,174 | +169 | $1.4M | +$75.2K | 1.1% |
| AFFINITY INVESTMENT ADVISORS, LLC | 10,023 | +413 | $864.9K | +$72.1K | 4.3% |
| MOKAN Wealth Management Inc. | 3,220 | +712 | $277.8K | +$70.9K | 28.4% |
| Pathstone Holdings, LLC | 9,015 | +439 | $777.9K | +$70.4K | 5.1% |
| Parallel Advisors, LLC | 3,425 | +694 | $295.6K | +$70.2K | 25.4% |
| Kestra Investment Management, LLC | 9,534 | +409 | $822.7K | +$69.9K | 4.5% |
| TRUIST FINANCIAL CORP | 8,138 | +438 | $702.2K | +$67.0K | 5.7% |
| Private Advisor Group, LLC | 5,024 | +537 | $433.5K | +$63.3K | 12.0% |
| Everhart Financial Group, Inc. | 7,070 | +441 | $610.1K | +$63.2K | 6.7% |
| GATEWAY INVESTMENT ADVISERS LLC | 15,051 | +57 | $1.3M | +$61.7K | 0.4% |
| Steward Partners Investment Advisory, LLC | 1,417 | +670 | $122.3K | +$60.6K | 89.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,056 | +360 | $608.9K | +$56.4K | 5.4% |
| Hillsdale Investment Management Inc. | 12,300 | +100 | $1.1M | +$54.9K | 0.8% |
| UMB Bank, n.a. | 656 | +618 | $56.6K | +$53.5K | 1626.3% |
| West Family Investments, Inc. | 3,281 | +473 | $283.1K | +$51.5K | 16.8% |
| Envestnet Portfolio Solutions, Inc. | 3,618 | +446 | $312.2K | +$50.5K | 14.1% |
| ASSETMARK, INC | 1,270 | +545 | $109.6K | +$49.8K | 75.2% |
| VERUS CAPITAL PARTNERS, LLC | 3,328 | +422 | $287.2K | +$47.4K | 14.5% |
| Wedmont Private Capital | 3,482 | +282 | $301.6K | +$47.3K | 8.8% |
| Callan Family Office, LLC | 3,211 | +407 | $277.1K | +$45.7K | 14.5% |
| T. Rowe Price Investment Management, Inc. | 4,637,903 | +341,104 | $400.2K | +$45.7K | 7.9% |
| SJS Investment Consulting Inc. | 1,075 | +494 | $92.8K | +$44.8K | 85.0% |
| Brookstone Capital Management | 8,024 | +170 | $692.4K | +$44.4K | 2.2% |
| MGO ONE SEVEN LLC | 3,488 | +376 | $301.0K | +$44.2K | 12.1% |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,671 | +58 | $430.0K | -$43.7K | 1.6% |
| SIGNATUREFD, LLC | 4,221 | +330 | $364.2K | +$43.2K | 8.5% |
| Frank, Rimerman Advisors LLC | 4,014 | +329 | $346.4K | +$42.4K | 8.9% |
| Activest Wealth Management | 486 | +475 | $41.9K | +$41.0K | 4318.2% |
| Brand Asset Management Group, Inc. | 3,024 | +358 | $260.9K | +$41.0K | 13.4% |
| GAMMA Investing LLC | 1,446 | +424 | $124.8K | +$40.5K | 41.5% |
| ALBERT D MASON INC | 3,145 | +344 | $271.4K | +$40.3K | 12.3% |
| Prestige Wealth Management Group LLC | 639 | +539 | $47.7K | +$39.4K | 539.0% |
| Atria Investments, Inc | 2,923 | +323 | $252.2K | +$37.7K | 12.4% |
| PFG Advisors | 9,745 | +9 | $840.9K | +$37.7K | 0.1% |
| Smartleaf Asset Management LLC | 1,745 | +393 | $150.6K | +$37.6K | 29.1% |
| Kestra Advisory Services, LLC | 5,928 | +116 | $511.5K | +$32.0K | 2.0% |
| BAM Wealth Management, LLC | 4,070 | +185 | $351.2K | +$30.7K | 4.8% |
| PRINCIPAL SECURITIES, INC. | 3,053 | +230 | $263.4K | +$30.5K | 8.1% |
| Synergy Financial Group, LTD | 7,101 | +44 | $612.7K | +$30.5K | 0.6% |
| Wiser Advisor Group LLC | 7,212 | +25 | $622.3K | +$29.4K | 0.3% |
| CIBC Private Wealth Group LLC | 885 | +275 | $76.4K | +$26.0K | 45.1% |
| PRUDENTIAL PLC | 3,040 | +164 | $262.3K | +$25.1K | 5.7% |
| CIBC WORLD MARKET INC. | 5,494 | +15 | $474.1K | +$22.1K | 0.3% |
| CoreCap Advisors, LLC | 855 | +224 | $73.8K | +$21.7K | 35.5% |
| Concentrum Wealth Management | 4,653 | +9 | $401.5K | +$18.4K | 0.2% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 440 | +200 | $38.0K | +$18.2K | 83.3% |
| Quent Capital, LLC | 593 | +180 | $51.2K | +$17.1K | 43.6% |
| Sound Income Strategies, LLC | 411 | +200 | $33.3K | +$15.8K | 94.8% |
| SG Americas Securities, LLC | 173,509 | +161,485 | $15.0K | +$14.0K | 1343.0% |
| Root Financial Partners, LLC | 542 | +136 | $46.8K | +$13.3K | 33.5% |
| HARBOUR INVESTMENTS, INC. | 1,073 | +104 | $92.6K | +$12.6K | 10.7% |
| LSV ASSET MANAGEMENT | 1,167,807 | +98,367 | $100.8K | +$12.5K | 9.2% |
| MAI Capital Management | 685 | +106 | $59.1K | +$11.3K | 18.3% |
| Triumph Capital Management | 711 | +101 | $61.4K | +$11.0K | 16.6% |
| CWM, LLC | 327,664 | +113,127 | $28.3K | +$10.6K | 52.7% |
| Caldwell Trust Co | 93 | +28 | $8.0K | -$10.5K | 43.1% |
| OPPENHEIMER & CO INC | 2,482 | +7 | $214.2K | +$10.0K | 0.3% |
| MJT & Associates Financial Advisory Group, Inc. | 204 | +102 | $17.6K | +$9.2K | 100.0% |
| Cullen/Frost Bankers, Inc. | 597 | +77 | $51.5K | +$8.6K | 14.8% |
| REAP Financial Group, LLC | 655 | +62 | $56.5K | +$7.6K | 10.4% |
| FIFTH THIRD BANCORP | 1,476 | +19 | $127.4K | +$7.2K | 1.3% |
| QUADRANT CAPITAL GROUP LLC | 220 | +65 | $19.0K | +$6.2K | 41.9% |
| CSM Advisors, LLC | 260,828 | +61,636 | $22.5K | +$6.1K | 30.9% |
| CVA Family Office, LLC | 174 | +64 | $15.0K | +$5.9K | 58.2% |
| Deseret Mutual Benefit Administrators | 238 | +58 | $20.5K | +$5.7K | 32.2% |
| Transamerica Financial Advisors, LLC | 171 | +53 | $14.8K | +$5.0K | 44.9% |
| Parkside Financial Bank & Trust | 142 | +45 | $12.3K | +$4.3K | 46.4% |
| HUNTINGTON NATIONAL BANK | 188 | +38 | $16.2K | +$3.8K | 25.3% |
| Blue Trust, Inc. | 865 | +6 | $74.6K | +$3.8K | 0.7% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 4,582 | +30 | $372.6K | -$2.9K | 0.7% |
| ELEVATION WEALTH PARTNERS, LLC | 120 | +28 | $10.4K | +$2.8K | 30.4% |
| North Star Investment Management Corp. | 39 | +24 | $3.4K | +$2.1K | 160.0% |
| TD PRIVATE CLIENT WEALTH LLC | 27 | +24 | $2.3K | +$2.1K | 800.0% |
| TRUST CO OF VERMONT | 213 | +10 | $18.4K | +$1.6K | 4.9% |
| Raleigh Capital Management Inc. | 256 | +4 | $22.1K | +$1.3K | 1.6% |
| Atlantic Union Bankshares Corp | 16 | +14 | $1.4K | +$1.2K | 700.0% |
| Bogart Wealth, LLC | 37 | +12 | $3.2K | +$1.1K | 48.0% |
| Golden State Wealth Management, LLC | 41 | +11 | $3.5K | +$1.1K | 36.7% |
| Bay Harbor Wealth Management, LLC | 25 | +10 | $2.2K | +$920 | 66.7% |
| CBIZ Investment Advisory Services, LLC | 56 | +7 | $4.8K | +$789 | 14.3% |
| Fortitude Family Office, LLC | 67 | +6 | $5.8K | +$748 | 9.8% |
| Smallwood Wealth Investment Management, LLC | 29 | +7 | $2.5K | +$687 | 31.8% |
| Mn Services Vermogensbeheer B.V. | 95,251 | +1,351 | $8.2K | +$472 | 1.4% |
| BI Asset Management Fondsmaeglerselskab A/S | 18,821 | +4,510 | $1.6K | +$443 | 31.5% |
| Harvest Fund Management Co., Ltd | 10,394 | +4,738 | $870 | +$409 | 83.8% |
| PRAXIS INVESTMENT MANAGEMENT INC | 7,738 | +4,058 | $668 | +$364 | 110.3% |
| AMALGAMATED BANK | 17,306 | +3,142 | $1.5K | +$324 | 22.2% |
| ALGERT GLOBAL LLC | 5,910 | +2,370 | $510 | +$218 | 66.9% |
| PayPay Securities Corp | 13 | +2 | $1.1K | +$192 | 18.2% |
| American Capital Advisory, LLC | 28 | +1 | $2.4K | +$189 | 3.7% |
| Quaker Wealth Management, LLC | 5 | +2 | $432 | +$184 | 66.7% |
| Daiwa Securities Group Inc. | 25,515 | +997 | $2.2K | +$179 | 4.1% |
| HFM Investment Advisors, LLC | 12 | +1 | $1.0K | +$128 | 9.1% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 24,263 | +123 | $2.1K | +$102 | 0.5% |
| Cambridge Investment Research Advisors, Inc. | 15,523 | +483 | $1.3K | +$98 | 3.2% |
| Gulf International Bank (UK) Ltd | 12,454 | +250 | $1.1K | +$68 | 2.0% |
| PARK AVENUE SECURITIES LLC | 7,274 | +411 | $628 | +$62 | 6.0% |
| Penserra Capital Management LLC | 1,468 | +12 | $126 | +$7 | 0.8% |
| HANTZ FINANCIAL SERVICES, INC. | 144 | +8 | $12 | +$1 | 5.9% |