| BANK OF AMERICA CORP /DE/ | 32.6M | $2.5B | — | Held |
| MORGAN STANLEY | 13.4M | $1.03B | — | Held |
| ONTARIO TEACHERS PENSION PLAN BOARD | 817.9K | $62.7M | $5.59M | Cut−$34.2M |
| BARCLAYS PLC | 687.5K | $52.7M | $4.66M | Added$5.18M |
| Hudson Bay Capital Management LP | 444.9K | $34.1M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 39.3K | $3.01M | — | Held |
| Savant Capital, LLC | 19.2K | $1.47M | $131.4K | Added$98.9K |
| Allworth Financial LP | 16.2K | $1.24M | — | Held |
| Cresset Asset Management, LLC | 11.2K | $859.4K | $49.6K | Added$352.1K |
| Keel Point, LLC | 10.7K | $823.6K | — | Held |
| NWAM LLC | 8.67K | $723K | $74.4K | Added$210.5K |
| Henshaw Capital LLC | 9.38K | $719.6K | $64.2K | Cut−$1.4M |
| Pine Valley Investments Ltd Liability Co | 5.04K | $386.4K | $34.4K | Added$34.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.89K | $374.9K | $31.8K | Added$49.8K |
| IFP Advisors, Inc | 4.83K | $370.5K | — | Held |
| National Philanthropic Trust | 4.68K | $359.2K | $22.9K | Added$125.6K |
| Strategic Investment Solutions, Inc. /IL | 4.63K | $355.4K | — | Held |
| Parsonex Advisory Services, Inc. | 4.63K | $355.1K | $31.7K | Added$28.1K |
| Canal Capital Management, LLC | 3.87K | $297K | — | Held |
| Aventura Private Wealth, LLC | 500 | $38.4K | $3.43K | Added$3.51K |
| Cape Investment Advisory, Inc. | 282 | $21.6K | — | Held |
| Prestige Wealth Management Group LLC | 176 | $13.5K | $1.2K | Added$1.2K |
| Scarborough Advisors, LLC | 120 | $9.21K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 117 | $8.98K | — | Held |
| NWI MANAGEMENT LP | 50K | $3.84K | $342 | Added$342 |
| Kilter Group LLC | 26 | $2K | — | Held |
| SkyView Investment Advisors, LLC | 14.4K | $1.1K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 4.7K | $360 | — | Held |
| Painted Porch Advisors LLC | 0 | $8 | — | Held |