| MORGAN STANLEY | 3.17M | $256.8M | — | Held |
| BANK OF AMERICA CORP /DE/ | 3.03M | $245.6M | — | Held |
| BARCLAYS PLC | 1.24M | $100.5M | $15.1M | Added$49.1M |
| Cresset Asset Management, LLC | 53.3K | $4.35M | $953.5K | Added$1.08M |
| PEAK6 LLC | 41.8K | $3.39M | $549K | Added$1.52M |
| Leonteq Securities AG | 27.8K | $2.26M | $512.4K | Cut−$4.03M |
| Private Wealth Advisors, LLC | 20.4K | $1.66M | — | Held |
| MIRABELLA FINANCIAL SERVICES LLP | 18.6K | $1.51M | — | Held |
| AIA Group Ltd | 13.3K | $1.07M | — | Held |
| Militia Capital Partners, LP | 12K | $973K | — | Held |
| Triumph Capital Management | 8.1K | $656.7K | $149.1K | Added$130.3K |
| NWAM LLC | 5.05K | $485.2K | — | New |
| Swiss Life Asset Management Ltd | 5.42K | $439.4K | $99.8K | Added$75.9K |
| IFP Advisors, Inc | 4.13K | $335.3K | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 1.5K | $319.8K | — | Held |
| National Philanthropic Trust | 3.61K | $292.7K | $66.5K | Added$66.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.23K | $262.1K | — | New |
| Allworth Financial LP | 1.73K | $140.3K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1.05K | $85.2K | — | Held |
| Corecam Pte. Ltd. | 700 | $56.8K | — | New |
| Essential Partners LLC | 212 | $17.2K | $3.59K | Added$4.97K |
| Provida Pension Fund Administrator | 154 | $12.5K | — | Held |
| Prestige Wealth Management Group LLC | 26 | $2.12K | $479 | Added$479 |
| Kilter Group LLC | 22 | $1.78K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 10 | $825 | — | Held |
| KBC Group NV | 8.06K | $654 | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 5.3K | $430 | — | Held |
| Clark Wealth Partners | 2 | $283 | — | New |
| FNY Investment Advisers, LLC | 1.35K | $109 | — | Held |
| Principia Wealth Advisory, LLC | 1 | $81 | — | Held |
| Painted Porch Advisors LLC | 0 | $10 | — | Held |