| MORGAN STANLEY | 8.3M | $926.8M | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.67M | $298.6M | — | Held |
| BARCLAYS PLC | 1.12M | $125.5M | $7.01M | Cut−$61.1M |
| Henshaw Capital LLC | 337K | $37.6M | $2.1M | Added$2.1M |
| Swiss Life Asset Management Ltd | 128.8K | $14.4M | $786.1K | Added$1.11M |
| Cambria Investment Management, L.P. | 114.2K | $12.8M | — | Held |
| Cresset Asset Management, LLC | 76.4K | $8.53M | $467.8K | Added$622.4K |
| OP Asset Management Ltd | 56.3K | $6.28M | $348.1K | Added$400K |
| Alberta Investment Management Corp | 46.7K | $5.22M | $291.4K | Added$291.4K |
| Allworth Financial LP | 35.8K | $4M | — | Held |
| PEAK6 LLC | 24.4K | $2.73M | $152.5K | Added$40.2K |
| Savant Capital, LLC | 17.1K | $1.91M | $104.5K | Added$143.9K |
| GW HENSSLER & ASSOCIATES LTD | 14.7K | $1.64M | — | Held |
| IFP Advisors, Inc | 8.7K | $971.2K | — | Held |
| Keel Point, LLC | 8.42K | $941K | — | Held |
| BUSH INVESTMENT GROUP, LLC | 8.21K | $916.8K | — | Held |
| Nicholas Wealth, LLC. | 7.77K | $868.2K | $36.1K | Added$258.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.68K | $746.2K | $41.6K | Added$43.4K |
| Canal Capital Management, LLC | 5.31K | $593.1K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 4.27K | $476.5K | — | Held |
| Claris Financial LLC | 3.64K | $406.8K | — | Held |
| Hudson Bay Capital Management LP | 3.55K | $396.1K | — | Held |
| American State Bank (Iowa) | 3.54K | $395.4K | $22.1K | Added$22.1K |
| Syverson Strege & Co | 1.9K | $212.6K | — | Held |
| WFA of San Diego, LLC | 1.5K | $167.6K | — | Held |
| Essential Partners LLC | 1.35K | $151.4K | $37 | Added$150.7K |
| Medallion Wealth Advisors, LLC | 573 | $64K | $3.57K | Added$3.57K |
| Scarborough Advisors, LLC | 217 | $24.2K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 138 | $15.4K | $862 | Added$862 |
| Leonteq Securities AG | 138 | $15.4K | $862 | Cut−$15.4K |
| KBC Group NV | 101.3K | $11.3K | — | Held |
| Kilter Group LLC | 100 | $11.2K | — | Held |
| Prestige Wealth Management Group LLC | 93 | $10.4K | $581 | Added$581 |
| Clark Wealth Partners | 49 | $5.4K | $115 | Added$2.87K |
| Nalls Sherbakoff Group, LLC | 44 | $4.92K | $275 | Added$275 |
| Principia Wealth Advisory, LLC | 32 | $3.57K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 22K | $2.46K | — | Held |
| Catherine Avery Investment Management LLC | 17 | $1.9K | $106 | Added$106 |
| Pensionfund Sabic | 14.1K | $1.57K | $88 | Added$88 |
| EVOLUTION WEALTH MANAGEMENT INC. | 8 | $894 | — | Held |