| DiNuzzo Private Wealth, Inc. | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $1.34K | 0.00% | −3−33.3% | Reduced |
| South State Corp. | 5 | $1.12K | 0.00% | −5−50.0% | Reduced |
| Raffa Wealth Management, LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $1.12K | 0.00% | +1+25.0% | Added |
| Cromwell Holdings LLC | 4 | $893 | 0.00% | −35−89.7% | Reduced |
| Versant Capital Management, Inc | 4 | $893 | 0.00% | +1+33.3% | Added |
| Family Legacy Financial Solutions, LLC | 3 | $713 | 0.00% | +3 | New |
| MAI Capital Management | 3 | $680 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $671 | 0.00% | +2+200.0% | Added |
| Stephens Consulting, LLC | 3 | $671 | 0.00% | +3 | New |
| Rise Advisors, LLC | 3 | $670 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $670 | 0.00% | +3 | New |
| Zions Bancorporation, National Association | 2 | $447 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $447 | 0.00% | +1+100.0% | Added |
| Rothschild Investment LLC | 2 | $447 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $447 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $447 | 0.00% | +2 | New |
| Clark Wealth Partners | 2 | $447 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $374 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $224 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 1 | $223 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $223 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $223 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $223 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $223 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $223 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 36 | $23 | 0.00% | −18−33.3% | Reduced |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −358,332−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −108,140−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −48,202−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −46,999−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,655−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −14,212−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −12,697−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Hixon Zuercher, LLC | 0 | $0 | 0.00% | −10,680−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −10,195−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −8,659−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −8,004−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −7,890−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −6,569−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,406−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −4,903−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −4,543−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,985−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −2,511−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −2,241−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,592−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,077−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Hara Capital LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Kodai Capital Management LP | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Mizuho Securities USA LLC | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Pilgrim Partners Asia Pte Ltd | – | – | – | – | Not filed |
