| MORGAN STANLEY | 8.81M | $595.8M | — | Held |
| BANK OF AMERICA CORP /DE/ | 5.62M | $380.4M | — | Held |
| BARCLAYS PLC | 1.94M | $131.4M | −$13.4M | Cut−$21.5M |
| Swiss Life Asset Management Ltd | 153.8K | $10.4M | −$993.2K | Cut−$324.2K |
| AIA Group Ltd | 118.2K | $7.99M | — | Held |
| Alberta Investment Management Corp | 74.2K | $5.02M | — | New |
| Sanctuary Advisors, LLC | 74.1K | $5.01M | −$511.3K | Cut−$580.7K |
| Leonteq Securities AG | 39.5K | $2.67M | −$134.2K | Added$1.22M |
| Tevis Investment Management | 20.3K | $1.37M | — | Held |
| GROUPAMA ASSET MANAGMENT | 19.8K | $1.34M | — | Held |
| Savant Capital, LLC | 18.6K | $1.26M | −$128.2K | Cut−$189.7K |
| Allworth Financial LP | 18.4K | $1.25M | — | Held |
| IFP Advisors, Inc | 13K | $878.4K | — | Held |
| Pine Valley Investments Ltd Liability Co | 9.19K | $621.2K | −$63.4K | Cut−$68.3K |
| Severin Investments, LLC | 7.72K | $522.2K | −$53.3K | Cut−$54.2K |
| Keel Point, LLC | 7.19K | $486.1K | — | Held |
| Canal Capital Management, LLC | 6.08K | $411K | — | Held |
| Syverson Strege & Co | 5.85K | $395.9K | — | Held |
| Cresset Asset Management, LLC | 5.6K | $378.5K | −$37.6K | Cut−$26.9K |
| RIA Advisory Group LLC | 4.87K | $329.3K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.96K | $267.6K | −$26.3K | Cut−$16.8K |
| Legacy Financial Group LLC | 3.77K | $254.7K | — | Held |
| NWAM LLC | 3.22K | $209.2K | −$27.3K | Cut−$115.7K |
| KBC Group NV | 1.19M | $80.4K | — | Held |
| Holos Integrated Wealth LLC | 1.17K | $72.5K | — | Held |
| AXS Investments LLC | 908 | $61.4K | — | Held |
| Medallion Wealth Advisors, LLC | 736 | $49.8K | −$4.89K | Added$457 |
| MV CAPITAL MANAGEMENT, INC. | 640 | $43.3K | — | Held |
| Nalls Sherbakoff Group, LLC | 604 | $40.8K | −$4.19K | Cut−$4.13K |
| Noble Wealth Management PBC | 449 | $30.4K | — | Held |
| Prestige Wealth Management Group LLC | 420 | $28.4K | −$2.9K | Cut−$2.9K |
| Strategic Investment Solutions, Inc. /IL | 360 | $24.3K | — | Held |
| AllSquare Wealth Management LLC | 338 | $22.9K | — | Held |
| Essential Partners LLC | 277 | $18.7K | −$448 | Added$13.9K |
| Principia Wealth Advisory, LLC | 105 | $7.1K | — | Held |
| Kilter Group LLC | 82 | $5.55K | — | Held |
| Cape Investment Advisory, Inc. | 57 | $3.85K | — | Held |
| Clark Wealth Partners | 34 | $2.28K | −$255 | Cut−$5.62K |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 30.8K | $2.09K | — | Held |
| Scarborough Advisors, LLC | 9 | $636 | — | Held |
| Aventura Private Wealth, LLC | 8 | $541 | −$55 | Cut−$2.59K |