| Private Capital Group, LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 118 | $10.0K | 0.00% | +118 | New |
| JFS Wealth Advisors, LLC | 124 | $9.00K | 0.00% | −59−32.2% | Reduced |
| Crewe Advisors LLC | 109 | $8.00K | 0.00% | +109 | New |
| Prospera Financial Services Inc | 105 | $7.00K | 0.00% | −31−22.8% | Reduced |
| North Star Investment Management Corp. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 75 | $5.00K | 0.00% | −71−48.6% | Reduced |
| Glassman Wealth Services | 71 | $5.00K | 0.00% | −17−19.3% | Reduced |
| Earnest Partners LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 67 | $5.00K | 0.00% | +9+15.5% | Added |
| Total Clarity Wealth Management, Inc. | 75 | $5.00K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 71 | $5.00K | 0.00% | +71 | New |
| Caldwell Trust Co | 70 | $4.87K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $4.00K | 0.00% | +62 | New |
| TD Waterhouse Canada Inc. | 43 | $3.58K | 0.00% | +26+152.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.78K | 0.00% | +14+53.8% | Added |
| Dark Forest Capital Management LP | 22 | $2.00K | 0.00% | −130−85.5% | Reduced |
| FourThought Financial, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $2.00K | 0.00% | +15+83.3% | Added |
| Washington Trust Advisors, Inc. | 34 | $2.00K | 0.00% | +8+30.8% | Added |
| Lee Financial Co | 27 | $2.00K | 0.00% | +27 | New |
| Sutton Wealth Advisors Inc. | 23 | $1.60K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 18 | $1.25K | 0.00% | +18 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $1.00K | 0.00% | −15−46.9% | Reduced |
| Umb Bank N A | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | −1−5.9% | Reduced |
| Stonebridge Capital Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $1.00K | 0.00% | −1−5.9% | Reduced |
| Massmutual Trust Co FSB | 8 | $1.00K | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 4 | $283 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5 | $0 | 0.00% | −40−88.9% | Reduced |
| Meeder Asset Management Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 6 | $0 | 0.00% | +3+100.0% | Added |
| Raleigh Capital Management Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 9 | $0 | 0.00% | +9 | New |
| Morton Brown Family Wealth, LLC | 5 | $0 | 0.00% | +5 | New |
| BlueSpruce Investments, LP | 0 | $0 | 0.00% | −4,923,627−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −216,282−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −140,870−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −70,882−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −63,066−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −56,375−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −33,982−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −27,310−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,886−100.0% | Sold out |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −11,529−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,989−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,446−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,098−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −4,997−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| Motive Wealth Advisors | 0 | $0 | 0.00% | −3,881−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −3,523−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,135−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −2,698−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
