| MORGAN STANLEY | 14M | $322M | — | Held |
| BANK OF AMERICA CORP /DE/ | 6.38M | $146.3M | — | Held |
| BARCLAYS PLC | 2.28M | $52.4M | −$8.11M | Cut−$33.1M |
| Swiss Life Asset Management Ltd | 1.93M | $44.2M | −$6.85M | Cut−$7.6M |
| CapWealth Advisors, LLC | 799.1K | $18.3M | — | Held |
| Leonteq Securities AG | 274.3K | $6.29M | −$973.9K | Cut−$1.07M |
| Cambria Investment Management, L.P. | 179.2K | $4.11M | — | Held |
| IFP Advisors, Inc | 148.9K | $3.41M | — | Held |
| Sanctuary Advisors, LLC | 146.8K | $3.37M | −$521.2K | Cut−$2.01M |
| OP Asset Management Ltd | 78.1K | $1.79M | −$258.1K | Cut−$135K |
| Hudson Bay Capital Management LP | 72K | $1.65M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 33.8K | $775.8K | −$120.1K | Cut−$171.9K |
| American State Bank (Iowa) | 31.2K | $715.7K | −$104.4K | Cut−$62.7K |
| Allworth Financial LP | 30.8K | $705.5K | — | Held |
| Pine Valley Investments Ltd Liability Co | 26.4K | $604.7K | −$43.8K | Added$277.6K |
| Narus Financial Partners, LLC | 20K | $458.9K | — | Held |
| Cresset Asset Management, LLC | 13.5K | $308.6K | −$47.8K | Cut−$50.9K |
| Savant Capital, LLC | 12.2K | $278.7K | −$43.1K | Cut−$386.6K |
| Canal Capital Management, LLC | 8.84K | $202.7K | — | Held |
| Holos Integrated Wealth LLC | 1.06K | $22K | — | Held |
| Medallion Wealth Advisors, LLC | 762 | $17.5K | −$3.67K | Cut−$7.03K |
| MV CAPITAL MANAGEMENT, INC. | 696 | $16K | — | Held |
| Nalls Sherbakoff Group, LLC | 610 | $14K | −$2.16K | Cut−$2.09K |
| Peck Wealth Management, LLC | 589 | $13.5K | — | Held |
| WFA of San Diego, LLC | 500 | $11.5K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 460 | $10.5K | — | Held |
| Noble Wealth Management PBC | 449 | $10.3K | — | Held |
| AllSquare Wealth Management LLC | 338 | $7.75K | — | Held |
| Boreal Capital Management LLC | 300 | $6.88K | — | Held |
| Prestige Wealth Management Group LLC | 248 | $5.69K | −$555 | Added$1.55K |
| Aventura Private Wealth, LLC | 109 | $2.5K | −$388 | Cut−$1.29K |
| KBC Group NV | 63.7K | $1.46K | — | Held |
| Cape Investment Advisory, Inc. | 55 | $1.26K | — | Held |
| Principia Wealth Advisory, LLC | 33 | $757 | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 32K | $733 | — | Held |
| Kilter Group LLC | 25 | $574 | — | Held |
| Essential Partners LLC | 15 | $344 | −$53 | Cut−$609 |
| Clark Wealth Partners | 10 | $230 | −$23 | Cut−$23 |