| MORGAN STANLEY | 19.2M | $1.44B | — | Held |
| Davis Selected Advisers | 11.4M | $859.7M | — | Held |
| BANK OF AMERICA CORP /DE/ | 10.4M | $782.1M | — | Held |
| BARCLAYS PLC | 4.38M | $330.1M | $22.6M | Added$87.1M |
| Swiss Life Asset Management Ltd | 584.9K | $44.1M | $3.75M | Added$3.52M |
| CapWealth Advisors, LLC | 318.9K | $24M | — | Held |
| Sanctuary Advisors, LLC | 189.1K | $14.3M | $1.21M | Added$1.01M |
| OP Asset Management Ltd | 137.1K | $10.3M | $867.3K | Added$1M |
| AIA Group Ltd | 121.1K | $9.13M | — | Held |
| Persistent Asset Partners Ltd | 51.5K | $3.89M | — | Held |
| Farmers National Bank | 49.3K | $3.72M | — | Held |
| Savant Capital, LLC | 38.8K | $2.92M | $229.3K | Added$454.1K |
| Allworth Financial LP | 28.8K | $2.17M | — | Held |
| IFP Advisors, Inc | 25.5K | $1.92M | — | Held |
| Pine Valley Investments Ltd Liability Co | 18.6K | $1.4M | $119.1K | Added$119K |
| INDEPENDENT FINANCIAL GROUP, LLC | 17.6K | $1.33M | $104K | Added$208.8K |
| Cresset Asset Management, LLC | 16K | $1.21M | $97.1K | Added$160.8K |
| GROUPAMA ASSET MANAGMENT | 15.6K | $1.18M | — | Held |
| Severin Investments, LLC | 14.8K | $1.11M | $42.2K | Added$661.3K |
| BROADWATER CAPITAL MANAGEMENT LLC | 11.2K | $845.1K | $833.9K | Added$71.9K |
| Steadtrust LLC | 10.2K | $767.1K | $64.1K | Added$77.3K |
| Strategic Investment Advisors / MI | 8.54K | $644K | — | Held |
| American State Bank (Iowa) | 7.87K | $593.2K | $49.7K | Added$58K |
| Syverson Strege & Co | 5.72K | $431.4K | — | Held |
| Virtue Capital Management, LLC | 2.43K | $376.8K | — | Held |
| Keel Point, LLC | 4.13K | $311.2K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 4.01K | $302.1K | — | Held |
| AXS Investments LLC | 3.98K | $299.8K | — | Held |
| Essential Partners LLC | 3.75K | $283.1K | $6.73K | Added$210.7K |
| Blackston Financial Advisory Group, LLC | 3.29K | $247.7K | — | New |
| Medallion Wealth Advisors, LLC | 2.7K | $203.4K | $15.8K | Added$16.4K |
| Vinland Capital Management Gestora de Recursos LTDA. | 2.4K | $180.6K | — | New |
| Prestige Wealth Management Group LLC | 1.66K | $125.1K | $10.6K | Added$10.6K |
| Leonteq Securities AG | 1.47K | $110.9K | — | New |
| Hudson Bay Capital Management LP | 1.36K | $102.4K | — | Held |
| Cape Investment Advisory, Inc. | 1.25K | $94.1K | — | Held |
| WFA of San Diego, LLC | 1.18K | $88.7K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 615 | $46.4K | — | Held |
| AllSquare Wealth Management LLC | 550 | $41.5K | — | Held |
| Painted Porch Advisors LLC | 490 | $36.9K | — | Held |
| Cornerstone National Bank & Trust Co | 378 | $28.5K | $2.42K | Cut−$6.27K |
| Boreal Capital Management LLC | 373 | $28.1K | — | Held |
| KBC Group NV | 225.3K | $17K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 208 | $15.7K | — | Held |
| Aventura Private Wealth, LLC | 192 | $14.5K | $359 | Added$10.6K |
| Kilter Group LLC | 176 | $13.3K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 122 | $9.2K | — | Held |
| Clark Wealth Partners | 107 | $8.49K | $664 | Added$4.08K |
| Nalls Sherbakoff Group, LLC | 100 | $7.54K | $641 | Added$641 |
| Principia Wealth Advisory, LLC | 59 | $4.45K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 57.2K | $4.31K | — | Held |
| Catherine Avery Investment Management LLC | 41 | $3.09K | $263 | Added$263 |
| Lipe & Dalton | 27.3K | $2.06K | — | Held |
| Pensionfund Sabic | 18K | $1.36K | $115 | Added$115 |
| FNY Investment Advisers, LLC | 2.81K | $211 | — | Held |