| CIBC World Markets Corp | 3,849 | $252.0K | 0.00% | +3,849 | New |
| New York State Teachers Retirement System | 3,754 | $246.0K | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,599 | $236.3K | 0.01% | +3,599 | New |
| Glenview Trust Co | 3,607 | $236.1K | 0.00% | −478−11.7% | Reduced |
| Longboard Asset Management, LP | 3,507 | $229.6K | 0.61% | +3,507 | New |
| Quantinno Capital Management LP | 3,454 | $226.1K | 0.00% | +3,454 | New |
| Cornercap Investment Counsel Inc | 3,394 | $222.2K | 0.07% | −5,125−60.2% | Reduced |
| Vestcor Inc | 3,317 | $217.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,222 | $210.9K | 0.02% | +3,222 | New |
| Convergence Investment Partners, LLC | 2,954 | $193.4K | 0.04% | +2,954 | New |
| Ronald Blue Trust, Inc. | 2,651 | $173.5K | 0.00% | −454−14.6% | Reduced |
| Point72 (DIFC) Ltd | 2,232 | $146.1K | 0.01% | +2,232 | New |
| TD Private Client Wealth LLC | 1,848 | $121.0K | 0.00% | −55−2.9% | Reduced |
| Amalgamated Bank | 1,423 | $93.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,027 | $67.2K | 0.00% | +1,027 | New |
| USA Financial Portformulas Corp | 904 | $59.2K | 0.01% | −200−18.1% | Reduced |
| CWM, LLC | 853 | $56.0K | 0.00% | +81+10.5% | Added |
| Clark Wealth Partners | 705 | $46.1K | 0.04% | +705 | New |
| SBI Securities Co., Ltd. | 662 | $43.3K | 0.00% | +662 | New |
| Plante Moran Financial Advisors, LLC | 631 | $41.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 629 | $41.2K | 0.00% | +54+9.4% | Added |
| Principal Securities, Inc. | 603 | $39.5K | 0.00% | +157+35.2% | Added |
| Contravisory Investment Management, Inc. | 573 | $37.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 541 | $35.4K | 0.00% | −3,736−87.4% | Reduced |
| Covestor Ltd | 463 | $30.0K | 0.02% | +449+3,207.1% | Added |
| Proequities, Inc. | 392 | $26.6K | 0.00% | +284+263.0% | Added |
| Quadrant Capital Group LLC | 340 | $22.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 332 | $21.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 329 | $21.5K | 0.00% | +329 | New |
| Harbor Capital Advisors, Inc. | 294 | $19.0K | 0.00% | +8+2.8% | Added |
| Public Employees Retirement System of Ohio | 280 | $18.3K | 0.00% | +280 | New |
| Richardson Financial Services Inc. | 269 | $17.7K | 0.01% | +76+39.4% | Added |
| Signaturefd, LLC | 248 | $16.2K | 0.00% | +6+2.5% | Added |
| Parallel Advisors, LLC | 237 | $15.5K | 0.00% | +72+43.6% | Added |
| R Squared Ltd | 230 | $15.1K | 0.01% | +230 | New |
| Steward Partners Investment Advisory, LLC | 200 | $13.1K | 0.00% | +200 | New |
| Smithfield Trust Co | 195 | $13.0K | 0.00% | +195 | New |
| First Horizon Advisors, Inc. | 196 | $12.8K | 0.00% | +38+24.1% | Added |
| GAMMA Investing LLC | 181 | $11.8K | 0.00% | +70+63.1% | Added |
| Hillsdale Investment Management Inc. | 130 | $8.51K | 0.00% | −20−13.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 123 | $8.05K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 120 | $7.86K | 0.00% | +120 | New |
| LRI Investments, LLC | 117 | $7.66K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 117 | $7.66K | 0.00% | +117 | New |
| Global Retirement Partners, LLC | 113 | $7.40K | 0.00% | +95+527.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 103 | $6.76K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $6.68K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 101 | $6.65K | 0.00% | +101 | New |
| Eagle Bay Advisors LLC | 93 | $6.09K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 91 | $5.96K | 0.00% | +91 | New |
| CIBC Private Wealth Group, LLC | 84 | $5.32K | 0.00% | −441−84.0% | Reduced |
| Bogart Wealth, LLC | 80 | $5.24K | 0.00% | +80 | New |
| Capital Analysts, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 76 | $4.97K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 71 | $4.65K | 0.00% | −68−48.9% | Reduced |
| Park Square Financial Group, LLC | 70 | $4.58K | 0.00% | +70 | New |
| Hemington Wealth Management | 64 | $4.00K | 0.00% | +30+88.2% | Added |
| JFS Wealth Advisors, LLC | 48 | $3.14K | 0.00% | +10+26.3% | Added |
| Sterling Capital Management LLC | 42 | $2.75K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 45 | $2.00K | 0.00% | +18+66.7% | Added |
| Concord Wealth Partners | 25 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.44K | 0.00% | +22 | New |
| Jones Financial Companies LLLP | 20 | $1.31K | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 20 | $1.31K | 0.00% | +20 | New |
| Nisa Investment Advisors, LLC | 19 | $1.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $1.11K | 0.00% | +9+112.5% | Added |
| Bessemer Group Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $917 | 0.00% | −2−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $851 | 0.00% | −1−7.1% | Reduced |
| Allworth Financial LP | 11 | $747 | 0.00% | −2−15.4% | Reduced |
| Lindbrook Capital, LLC | 11 | $720 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $262 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 2 | $131 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $65 | 0.00% | +1 | New |
| Kestrel Investment Management Corp | 0 | $0 | 0.00% | −136,000−100.0% | Sold out |
| Alta Fox Capital Management, LLC | 0 | $0 | 0.00% | −126,800−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −124,451−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −88,915−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −55,700−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −53,093−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −43,750−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −41,303−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −30,427−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,503−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,125−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −6,257−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −4,525−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |