| BARCLAYS PLC | 2.01M | $394.5M | $5.57M | Added$389.7M |
| BANK OF AMERICA CORP /DE/ | 1.98M | $388M | — | Held |
| MORGAN STANLEY | 1.45M | $284.8M | — | Held |
| Value Aligned Research Advisors, LLC | 1.38M | $269.9M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 29.2K | $5.71M | — | Held |
| National Philanthropic Trust | 28.5K | $5.58M | $3M | Added$2.39M |
| Sanctuary Advisors, LLC | 13.4K | $2.62M | $710.9K | Added$2.01M |
| Integrated Financial Solutions, Inc. | 10.6K | $2.07M | $1.11M | Added$1.06M |
| Cresset Asset Management, LLC | 8.9K | $1.74M | $790.8K | Added$1.06M |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.95K | $1.56M | $837.5K | Added$463K |
| Swiss Life Asset Management Ltd | 6.05K | $1.18M | $356.6K | Added$879K |
| OP Asset Management Ltd | 5.34K | $1.05M | — | New |
| IFP Advisors, Inc | 4.6K | $900.5K | — | Held |
| Allworth Financial LP | 3.04K | $594.9K | — | Held |
| CTC Alternative Strategies, Ltd. | 1.99K | $388.7K | — | Held |
| Hudson Bay Capital Management LP | 1.55K | $304.1K | — | Held |
| Savant Capital, LLC | 1.5K | $294.3K | — | New |
| MRP Capital Investments, LLC | 3.15K | $284.8K | — | Held |
| NWAM LLC | 1.79K | $279.8K | $35K | Added$25.3K |
| Nicholas Wealth, LLC. | 1.13K | $220.3K | — | New |
| Leonteq Securities AG | 619 | $121.2K | — | New |
| Aventura Private Wealth, LLC | 200 | $39.2K | $21.1K | Added$20.7K |
| Scarborough Advisors, LLC | 100 | $19.6K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 25 | $4.89K | — | Held |
| Kilter Group LLC | 21 | $4.11K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 11 | $2.15K | — | Held |
| Essential Partners LLC | 9 | $1.76K | $632 | Added$1.22K |
| FNY Investment Advisers, LLC | 6.91K | $1.35K | — | Held |
| KBC Group NV | 3.68K | $721 | — | Held |
| Principia Wealth Advisory, LLC | 3 | $587 | — | Held |
| PEAK6 LLC | 3 | $555 | $284 | Cut−$1.02M |
| Strategic Investment Solutions, Inc. /IL | 50 | $0 | — | Held |