| Natixis | 93 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $1.46K | 0.00% | +65+260.0% | Added |
| UMA Financial Services, Inc. | 87 | $1.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 84 | $1.37K | 0.00% | +1+1.2% | Added |
| Bell Investment Advisors, Inc | 76 | $1.24K | 0.00% | −10−11.6% | Reduced |
| Parkside Financial Bank & Trust | 71 | $1.16K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 66 | $1.09K | 0.00% | +20+43.5% | Added |
| First Horizon Corp | 63 | $1.02K | 0.00% | +63 | New |
| Sunbelt Securities, Inc. | 63 | $1.02K | 0.00% | +63 | New |
| Bessemer Group Inc | 94 | $1.00K | 0.00% | +59+168.6% | Added |
| Bollard Group LLC | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 60 | $976 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 46 | $748 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 46 | $748 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 44 | $716 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 42 | $683 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41 | $667 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $553 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $461 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 28 | $456 | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28 | $455 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 28 | $455 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 28 | $455 | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 25 | $407 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 22 | $358 | 0.00% | +22 | New |
| Private Wealth Management Group, LLC | 19 | $309 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $293 | 0.00% | −131−87.9% | Reduced |
| Boreal Capital Management LLC | 15 | $244 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $244 | 0.00% | +15 | New |
| Steigerwald, Gordon & Koch Inc. | 15 | $244 | 0.00% | +15 | New |
| Alerus Financial NA | 14 | $228 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13 | $212 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 13 | $181 | 0.00% | +13 | New |
| Cherry Tree Wealth Management, LLC | 11 | $179 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $179 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $163 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $163 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9 | $146 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 8 | $130 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $114 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $114 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6 | $98 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $80 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $66 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $66 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $57 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $33 | 0.00% | +2 | Added |
| Binnacle Investments Inc | 2 | $33 | 0.00% | +2 | New |
| Abound Wealth Management | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1 | $14 | 0.00% | +1 | New |
| Avion Wealth | 44 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 8,676 | – | – | +8,676 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 0 | $0 | 0.00% | −2,067,648−100.0% | Sold out |
| Bragg Financial Advisors, Inc | 0 | $0 | 0.00% | −198,224−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −186,639−100.0% | Sold out |
| Cove Street Capital, LLC | 0 | $0 | 0.00% | −101,739−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −98,801−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −87,514−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −67,750−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −34,583−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −33,998−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −29,278−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −25,260−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −20,092−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −19,787−100.0% | Sold out |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −17,761−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −16,931−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −15,146−100.0% | Sold out |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −12,410−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,366−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −12,297−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −11,388−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −11,721−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −11,109−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −10,842−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −10,535−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,980−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5,418−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,739−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Ryan Investment Management, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |