| BARCLAYS PLC | 2.34M | $349.5M | $22.9M | Cut−$290.5M |
| National Philanthropic Trust | 1.61M | $241M | $15.8M | Cut−$16.9M |
| Swiss Life Asset Management Ltd | 598.5K | $89.5M | $5.69M | Added$8.42M |
| Sanctuary Advisors, LLC | 381.2K | $57M | $3.55M | Added$6.43M |
| DANSKE BANK A/S | 258K | $38.6M | $2.32M | Added$5.5M |
| OP Asset Management Ltd | 77.2K | $11.5M | $741.3K | Added$971.5K |
| Cresset Asset Management, LLC | 65.3K | $9.76M | — | Held |
| Spinecap SAS | 65.1K | $9.73M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 63.5K | $9.51M | $560.2K | Added$1.52M |
| PEAK6 LLC | 55K | $8.22M | — | Held |
| Kentucky Farm Bureau Mutual Insurance Co | 25K | $3.74M | $245K | Added$245K |
| Steadtrust LLC | 20K | $2.99M | — | Held |
| Pine Valley Investments Ltd Liability Co | 18.9K | $2.82M | $184.9K | Cut−$204.6K |
| Savant Capital, LLC | 17.4K | $2.6M | $166.5K | Added$225.1K |
| Leonteq Securities AG | 11.6K | $1.73M | $107.5K | Added$264.8K |
| Cornerstone National Bank & Trust Co | 9.99K | $1.49M | $85.7K | Added$272.9K |
| Triumph Capital Management | 9.79K | $1.46M | — | Held |
| NWAM LLC | 7.66K | $1.32M | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 5.6K | $837.8K | $54.9K | Added$36.4K |
| Nicholas Wealth, LLC. | 4.41K | $660.2K | $33.2K | Added$185.9K |
| Medallion Wealth Advisors, LLC | 3.26K | $489.4K | $31.9K | Added$35.1K |
| Millennium Capital Advisors, LLC | 2.75K | $411.3K | $23K | Added$82.9K |
| Blackston Financial Advisory Group, LLC | 1.85K | $277.4K | $18.1K | Added$12.1K |
| Aventura Private Wealth, LLC | 948 | $141.8K | $9.24K | Added$9.84K |
| Nalls Sherbakoff Group, LLC | 589 | $88.1K | $5.77K | Added$5.77K |
| Essential Partners LLC | 94 | $14.1K | — | Held |
| Clark Wealth Partners | 63 | $9.42K | — | New |
| Prestige Wealth Management Group LLC | 37 | $5.54K | $343 | Added$642 |