| Bessemer Group Inc | 337 | $78.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 331 | $77.1K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 300 | $71.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 271 | $63.0K | 0.04% | −319−54.1% | Reduced |
| Covestor Ltd | 270 | $63.0K | 0.05% | −278−50.7% | Reduced |
| Signaturefd, LLC | 262 | $61.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 193 | $60.0K | 0.00% | +193 | New |
| Baron Financial Group, LLC | 226 | $52.6K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 220 | $51.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 186 | $43.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 183 | $43.0K | 0.00% | +183 | New |
| IFP Advisors, Inc | 385 | $42.0K | 0.00% | −127−24.8% | Reduced |
| FourThought Financial, LLC | 163 | $38.0K | 0.01% | −7−4.1% | Reduced |
| Byrne Asset Management LLC | 150 | $35.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $34.0K | 0.01% | +145 | New |
| Ronald Blue Trust, Inc. | 165 | $33.0K | 0.00% | +165 | New |
| Rockefeller Capital Management L.P. | 126 | $29.0K | 0.00% | +81+180.0% | Added |
| Quadrant Capital Group LLC | 121 | $28.0K | 0.00% | +39+47.6% | Added |
| TCI Wealth Advisors, Inc. | 116 | $27.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 107 | $25.0K | 0.00% | −48−31.0% | Reduced |
| Fifth Third Bancorp | 105 | $24.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $23.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 94 | $22.0K | 0.00% | −30−24.2% | Reduced |
| GHP Investment Advisors, Inc. | 95 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 91 | $21.0K | 0.00% | −72−44.2% | Reduced |
| Pin Oak Investment Advisors Inc | 90 | $21.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $19.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 82 | $19.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 72 | $17.0K | 0.00% | −19−20.9% | Reduced |
| Zions Bancorporation, N.A. | 64 | $15.0K | 0.00% | −23−26.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 66 | $15.0K | 0.00% | +20+43.5% | Added |
| Investment Research & Advisory Group, Inc. | 61 | $14.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $13.0K | 0.00% | −34−38.2% | Reduced |
| Hanson & Doremus Investment Management | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 35 | $10.0K | 0.00% | −7−16.7% | Reduced |
| Semmax Financial Advisors Inc. | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $7.00K | 0.00% | +11+52.4% | Added |
| Ancora Advisors, LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 21 | $5.00K | 0.01% | −17−44.7% | Reduced |
| Aua Capital Management, LLC | 22 | $5.00K | 0.00% | −1−4.3% | Reduced |
| Prospera Financial Services Inc | 16 | $4.00K | 0.00% | −69−81.2% | Reduced |
| Private Capital Group, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $4.00K | 0.00% | +8+100.0% | Added |
| Lindbrook Capital, LLC | 16 | $4.00K | 0.00% | +12+300.0% | Added |
| Massmutual Trust Co FSB | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 11 | $3.00K | 0.00% | +11 | New |
| Steward Financial Group LLC | 13 | $3.00K | 0.00% | +13 | New |
| Huntington National Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | +2+33.3% | Added |
| Hexagon Capital Partners LLC | 10 | $2.00K | 0.00% | +7+233.3% | Added |
| Glen Eagle Advisors, LLC | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | −25−83.3% | Reduced |
| Allworth Financial LP | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| Manchester Capital Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 1 | $233 | 0.00% | +1 | New |
| Private Ocean, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $0 | 0.00% | +1 | New |
| Dark Forest Capital Management LP | 1 | $0 | 0.00% | +1 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,601−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −24,216−100.0% | Sold out |
| Kehrs Ridge Capital,LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −18,290−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −14,719−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −5,964−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −5,390−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,026−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,434−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −4,262−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −4,091−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Barrett Asset Management, LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |