| BANK OF AMERICA CORP /DE/ | 3.74M | $638.1M | — | Held |
| MORGAN STANLEY | 2.91M | $496.6M | — | Held |
| BARCLAYS PLC | 350K | $59.8M | $5.82M | Cut−$8.62M |
| Cresset Asset Management, LLC | 61.3K | $10.5M | $1M | Added$1.2M |
| Swiss Life Asset Management Ltd | 39.9K | $6.81M | $284.9K | Added$4.18M |
| TUDOR INVESTMENT CORP ET AL | 27.9K | $4.76M | — | Held |
| OP Asset Management Ltd | 16.9K | $2.89M | $282K | Added$282K |
| Hudson Bay Capital Management LP | 10.1K | $1.72M | — | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3.46K | $590.3K | — | Held |
| Keel Point, LLC | 3.2K | $545.9K | — | Held |
| Strategic Investment Advisors / MI | 2.77K | $473.3K | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 1.93K | $397.2K | — | Held |
| IFP Advisors, Inc | 2.19K | $373.8K | — | Held |
| Tributary Capital Management, LLC | 1.74K | $297.1K | — | Held |
| Parsonex Advisory Services, Inc. | 1.7K | $290.3K | $28.1K | Added$29.7K |
| Allworth Financial LP | 1.48K | $252.4K | — | Held |
| RIA Advisory Group LLC | 1.25K | $212.6K | — | Held |
| KBC Group NV | 319.3K | $54.5K | — | Held |
| Medallion Wealth Advisors, LLC | 300 | $51.2K | $4.99K | Added$4.99K |
| WFA of San Diego, LLC | 300 | $51.2K | — | Held |
| Noble Wealth Management PBC | 200 | $34.1K | — | Held |
| Painted Porch Advisors LLC | 150 | $25.6K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 138 | $23.6K | — | Held |
| Essential Partners LLC | 108 | $18.4K | $399 | Added$14.7K |
| Clark Wealth Partners | 106 | $17.7K | $1.42K | Added$1.59K |
| Leonteq Securities AG | 91 | $15.5K | $1.51K | Added$1.51K |
| Cape Investment Advisory, Inc. | 22 | $3.76K | — | Held |
| Principia Wealth Advisory, LLC | 8 | $1.37K | — | Held |
| Pensionfund Sabic | 7.7K | $1.31K | $128 | Added$128 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 7.2K | $1.23K | — | Held |
| Kilter Group LLC | 5 | $854 | — | Held |
| Scarborough Advisors, LLC | 3 | $512 | — | Held |