| MORGAN STANLEY | 14.6M | $422.4M | — | Held |
| BANK OF AMERICA CORP /DE/ | 7.69M | $220.5M | — | Held |
| BARCLAYS PLC | 3.12M | $90.3M | $2.47M | Cut−$11.8M |
| Hudson Bay Capital Management LP | 525.8K | $15.2M | — | Held |
| Swiss Life Asset Management Ltd | 250.2K | $7.23M | $197.7K | Cut−$53.5K |
| Sanctuary Advisors, LLC | 81.6K | $2.36M | $24.1K | Added$1.5M |
| Alberta Investment Management Corp | 74.8K | $2.16M | — | New |
| SIMS INVESTMENT MANAGEMENT, LLC | 57.5K | $1.66M | — | Held |
| Invst, LLC | 39.3K | $1.14M | — | Held |
| Allworth Financial LP | 35.1K | $1.01M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 1.22K | $596.8K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 19.7K | $570.2K | $15.6K | Cut−$287.7K |
| Savant Capital, LLC | 19K | $548.4K | $15K | Cut−$124K |
| Strategic Investment Advisors / MI | 16.5K | $477.1K | — | Held |
| Triumph Capital Management | 14.5K | $419.7K | $11.5K | Cut−$109.2K |
| IFP Advisors, Inc | 12.9K | $363.9K | — | Held |
| NWAM LLC | 11.6K | $334.1K | $6.52K | Cut−$3.09K |
| Cambria Investment Management, L.P. | 11.6K | $334K | — | Held |
| CANTOR FITZGERALD, L. P. | 10.5K | $303.9K | — | Held |
| Cresset Asset Management, LLC | 9.16K | $264.8K | $7.24K | Cut−$2.69K |
| AIA Group Ltd | 9K | $260.3K | — | Held |
| Prestige Wealth Management Group LLC | 2.08K | $60K | $1.64K | Added$1.64K |
| Essential Partners LLC | 1.89K | $54.7K | $1.39K | Added$5.32K |
| MV CAPITAL MANAGEMENT, INC. | 1.2K | $34.7K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 716 | $20.7K | — | Held |
| Aventura Private Wealth, LLC | 600 | $17.3K | $474 | Added$474 |
| Cape Investment Advisory, Inc. | 500 | $14.5K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 400 | $11.6K | — | Held |
| AllSquare Wealth Management LLC | 286 | $8.27K | — | Held |
| Kilter Group LLC | 283 | $8.18K | — | Held |
| Clark Wealth Partners | 180 | $5.5K | $436 | Added$14 |
| WFA of San Diego, LLC | 100 | $2.89K | — | Held |
| KBC Group NV | 71.8K | $2.08K | — | Held |
| Principia Wealth Advisory, LLC | 62 | $1.79K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 47.4K | $1.37K | — | Held |
| FNY Investment Advisers, LLC | 205 | $5 | — | Held |