| MORGAN STANLEY | 20.1M | $1.45B | — | Held |
| BANK OF AMERICA CORP /DE/ | 6.04M | $436.6M | — | Held |
| BARCLAYS PLC | 1.38M | $99.7M | $2.23M | Added$64.8M |
| Cresset Asset Management, LLC | 171.4K | $12.4M | $519.5K | Added$4.26M |
| PEAK6 LLC | 101.5K | $7.34M | — | New |
| Sanctuary Advisors, LLC | 71.1K | $5.14M | $263.3K | Added$1.02M |
| OP Asset Management Ltd | 61.2K | $4.42M | $258.9K | Added$370.4K |
| Swiss Life Asset Management Ltd | 52.5K | $3.8M | $228.1K | Added$134.2K |
| AIA Group Ltd | 42.3K | $3.06M | — | Held |
| IFP Advisors, Inc | 37.3K | $2.69M | — | Held |
| Militia Capital Partners, LP | 18.3K | $1.32M | — | Held |
| NWAM LLC | 15.6K | $1.13M | $56.1K | Added$224.6K |
| Nicholas Wealth, LLC. | 15.2K | $1.1M | $59.7K | Added$167.6K |
| Keel Point, LLC | 13.6K | $982.2K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.5K | $833.8K | $50.1K | Cut−$495.4K |
| Finivi Inc. | 10.9K | $786.1K | $45.7K | Added$70.4K |
| Hudson Bay Capital Management LP | 9.5K | $686.6K | — | Held |
| Leonteq Securities AG | 9.27K | $669.9K | $40.2K | Cut−$2.67M |
| Painted Porch Advisors LLC | 6.17K | $446.1K | — | Held |
| Allworth Financial LP | 5.33K | $385.3K | — | Held |
| Savant Capital, LLC | 5.27K | $380.7K | $20.6K | Added$58.3K |
| National Philanthropic Trust | 2.81K | $203.3K | — | New |
| Noble Wealth Management PBC | 1.29K | $93.1K | — | Held |
| Aventura Private Wealth, LLC | 626 | $45.2K | $1.86K | Added$16.1K |
| Kilter Group LLC | 204 | $14.7K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 787 | $14.5K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 172 | $12.4K | — | Held |
| Medallion Wealth Advisors, LLC | 103 | $7.44K | $412 | Added$412 |
| KBC Group NV | 86.5K | $6.25K | — | Held |
| Boreal Capital Management LLC | 80 | $5.78K | — | Held |
| Principia Wealth Advisory, LLC | 26 | $1.88K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 25.1K | $1.81K | — | Held |
| Cape Investment Advisory, Inc. | 10 | $723 | — | Held |
| Essential Partners LLC | 8 | $578 | — | New |
| FNY Investment Advisers, LLC | 1K | $72 | — | Held |
| AllSquare Wealth Management LLC | 1 | $72 | — | Held |