| Rialto Wealth Management, LLC | 20 | $541 | 0.00% | +20 | New |
| Concord Wealth Partners | 20 | $540 | 0.00% | +20 | New |
| Kiker Wealth Management, LLC | 20 | $540 | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 20 | $494 | 0.00% | −1−4.8% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $486 | 0.00% | −147−89.1% | Reduced |
| Financial Management Professionals, Inc. | 16 | $432 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $432 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $432 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $352 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $352 | 0.00% | +13 | New |
| Continuum Advisory, LLC | 13 | $351 | 0.00% | −25−65.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $298 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $271 | 0.00% | −107−91.5% | Reduced |
| TFC Financial Management | 10 | $271 | 0.00% | +10 | New |
| Winnow Wealth LLC | 10 | $268 | 0.00% | +3+42.9% | Added |
| Cornerstone Planning Group LLC | 8 | $224 | 0.00% | −4−33.3% | Reduced |
| Breakwater Investment Management | 8 | $217 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 7 | $189 | 0.00% | −1−12.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $189 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $163 | 0.00% | +6 | New |
| Garde Capital, Inc. | 5 | $136 | 0.00% | +5 | New |
| GoalVest Advisory LLC | 5 | $135 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 4 | $116 | 0.00% | −51−92.7% | Reduced |
| Colonial Trust Co | 4 | $108 | 0.00% | −77−95.1% | Reduced |
| Highline Wealth Partners LLC | 4 | $108 | 0.00% | +4 | New |
| FSC Wealth Advisors, LLC | 200 | $68 | 0.00% | +200 | New |
| SOA Wealth Advisors, LLC. | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Adams Natural Resources Fund, Inc. | 22,600 | – | – | +1,399+6.6% | Added |
| Transamerica Financial Advisors, Inc. | 2 | – | – | −2,106−99.9% | Reduced |
| Capital World Investors | 0 | $0 | 0.00% | −3,456,196−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −2,432,854−100.0% | Sold out |
| Criteria Caixa, S.A.U. | 0 | $0 | 0.00% | −1,474,003−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −1,099,707−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −745,154−100.0% | Sold out |
| Davidson Investment Advisors | 0 | $0 | 0.00% | −253,048−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −204,767−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −179,684−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −154,858−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −154,634−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −151,151−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −143,158−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −129,790−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −83,834−100.0% | Sold out |
| Contrarius Group Holdings Ltd | 0 | $0 | 0.00% | −78,448−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −70,580−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −69,652−100.0% | Sold out |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −69,136−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −63,981−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −62,677−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −61,019−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −60,932−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −56,923−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −54,809−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −49,968−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −47,692−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −47,600−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −46,812−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −46,019−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −42,960−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −39,329−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −36,648−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −34,900−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −33,626−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −32,527−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −32,516−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −31,143−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −30,954−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −30,102−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −26,360−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −26,046−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −25,860−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −24,134−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −23,704−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −12,068−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −21,974−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −21,896−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −15,944−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,328−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,049−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −14,527−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −13,274−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −12,921−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −12,876−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,038−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,287−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −9,548−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −9,208−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −8,862−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −7,464−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −8,521−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −8,413−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −8,137−100.0% | Sold out |
