| MORGAN STANLEY | 6.14M | $2.19B | — | Held |
| FARALLON CAPITAL MANAGEMENT LLC | 2.28M | $812.3M | — | New |
| BANK OF AMERICA CORP /DE/ | 1.44M | $511.8M | — | Held |
| CANTILLON CAPITAL MANAGEMENT LLC | 1.23M | $439.9M | −$222.1K | Cut−$5.08M |
| BARCLAYS PLC | 673.7K | $240.2M | −$117.2K | Added$8.04M |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 39.7K | $14.2M | −$7.15K | Cut−$229.1K |
| Swiss Life Asset Management Ltd | 38.4K | $13.7M | −$6.33K | Added$1.16M |
| Hudson Bay Capital Management LP | 29.1K | $10.4M | — | Held |
| Cresset Asset Management, LLC | 16.4K | $5.84M | −$2.55K | Added$812.6K |
| Sanctuary Advisors, LLC | 15.9K | $5.67M | −$2.78K | Cut−$267.1K |
| Pine Valley Investments Ltd Liability Co | 15.2K | $5.42M | −$2.56K | Added$445.7K |
| Savant Capital, LLC | 11.6K | $4.12M | −$2.09K | Added$33.9K |
| Wealthspire Retirement, LLC | 11.3K | $4.02M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 9.28K | $3.31M | — | Held |
| Triumph Capital Management | 4.95K | $1.76M | −$891 | Cut−$891 |
| Cambria Investment Management, L.P. | 3.11K | $1.11M | — | Held |
| Henshaw Capital LLC | 3.06K | $1.09M | — | New |
| Alberta Investment Management Corp | 3K | $1.07M | — | New |
| Allworth Financial LP | 2.29K | $816.7K | — | Held |
| Painted Porch Advisors LLC | 2.17K | $773.4K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 1.33K | $474.3K | −$240 | Cut−$9.16K |
| NWAM LLC | 1.13K | $401.2K | −$809 | Added$1.33K |
| Keel Point, LLC | 900 | $321K | — | Held |
| Boreal Capital Management LLC | 392 | $139.8K | — | Held |
| IFP Advisors, Inc | 361 | $128.7K | — | Held |
| Prestige Wealth Management Group LLC | 116 | $41.4K | −$21 | Cut−$21 |
| Medallion Wealth Advisors, LLC | 100 | $35.7K | −$35 | Cut−$35 |
| Essential Partners LLC | 92 | $32.8K | −$1 | Added$32.1K |
| KBC Group NV | 36.2K | $12.9K | — | Held |
| Kilter Group LLC | 30 | $10.7K | — | Held |
| Principia Wealth Advisory, LLC | 11 | $3.92K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 9.74K | $3.48K | — | Held |
| PEAK6 LLC | 2 | $754 | $96 | Cut−$233 |
| SkyView Investment Advisors, LLC | 1.64K | $583 | — | Held |
| Scarborough Advisors, LLC | 1 | $357 | — | Held |