| MORGAN STANLEY | 5.37M | $3.3B | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.47M | $1.52B | — | Held |
| BARCLAYS PLC | 605.6K | $372.4M | $51.6M | Added$54.2M |
| GROUPAMA ASSET MANAGMENT | 119K | $73.2M | — | Held |
| Swiss Life Asset Management Ltd | 88.2K | $54.2M | $7.56M | Added$4.44M |
| Sanctuary Advisors, LLC | 66.6K | $40.9M | $4.8M | Added$11.3M |
| Henshaw Capital LLC | 62K | $38.1M | $5.32M | Added$5.32M |
| Value Aligned Research Advisors, LLC | 54.7K | $33.6M | — | Held |
| CapWealth Advisors, LLC | 45.6K | $28M | — | Held |
| OP Asset Management Ltd | 30K | $18.4M | $2.57M | Added$2.29M |
| Hudson Bay Capital Management LP | 15.1K | $9.3M | — | Held |
| Employees Provident Fund Board | 10.5K | $6.46M | $900.4K | Cut−$951.6K |
| NWAM LLC | 10.8K | $6.4M | −$675.8K | Cut−$968.3K |
| PEAK6 LLC | 8.95K | $5.5M | $193 | Added$5.5M |
| Allworth Financial LP | 8.43K | $5.18M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.18K | $5.03M | $701.8K | Added$196.4K |
| Leonteq Securities AG | 6.92K | $4.26M | $403.5K | Added$1.77M |
| AIA Group Ltd | 6.68K | $4.11M | — | Held |
| Cresset Asset Management, LLC | 5.7K | $3.5M | $488.2K | Added$275.4K |
| Savant Capital, LLC | 5.45K | $3.35M | $429.2K | Added$704.1K |
| IFP Advisors, Inc | 4.51K | $2.78M | — | Held |
| Millennium Capital Advisors, LLC | 3.96K | $2.43M | $339.2K | Added$183.1K |
| Pine Valley Investments Ltd Liability Co | 3.56K | $2.19M | $305.7K | Added$226.9K |
| Essential Partners LLC | 3.41K | $2.09M | $265.9K | Added$454.1K |
| Keel Point, LLC | 1.78K | $1.1M | — | Held |
| SHERMAN PORFOLIOS, LLC | 1.45K | $892.8K | $124.5K | Added$33K |
| Nalls Sherbakoff Group, LLC | 1.38K | $848.9K | $117.9K | Added$12.6K |
| Strategic Investment Solutions, Inc. /IL | 1.33K | $821.5K | — | Held |
| American State Bank (Iowa) | 1.1K | $675.8K | $94.2K | Added$94.2K |
| Parsonex Advisory Services, Inc. | 1.07K | $656.7K | $91.6K | Cut−$23.8K |
| Fulcrum Equity Management | 954 | $586.6K | — | Held |
| DGS Capital Management, LLC | 904 | $555.9K | $41.1K | Added$302.4K |
| Financial Insights, Inc. | 887 | $545.4K | — | Held |
| AllSquare Wealth Management LLC | 625 | $384.3K | — | Held |
| Tevis Investment Management | 520 | $319.7K | — | Held |
| CMC Financial Group | 505 | $310.5K | — | Held |
| Aventura Private Wealth, LLC | 492 | $302.5K | $41.7K | Added$45.4K |
| MV CAPITAL MANAGEMENT, INC. | 443 | $272.4K | — | Held |
| Burton Enright Welch | 368 | $226.3K | — | New |
| Syverson Strege & Co | 360 | $221.4K | — | Held |
| Cambria Investment Management, L.P. | 343 | $210.9K | — | Held |
| WFA of San Diego, LLC | 339 | $208.5K | — | Held |
| Medallion Wealth Advisors, LLC | 317 | $195.1K | $33.2K | Added$33.2K |
| Peck Wealth Management, LLC | 187 | $115K | — | Held |
| Noble Wealth Management PBC | 182 | $111.9K | — | Held |
| Holos Integrated Wealth LLC | 172 | $104K | — | Held |
| Painted Porch Advisors LLC | 102 | $62.7K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 102 | $62.7K | $62.6K | Added$8.75K |
| Scarborough Advisors, LLC | 99 | $60.9K | — | Held |
| KBC Group NV | 76.9K | $47.3K | — | Held |
| Boreal Capital Management LLC | 67 | $41.2K | — | Held |
| MRP Capital Investments, LLC | 75 | $39.7K | — | Held |
| Prestige Wealth Management Group LLC | 57 | $35K | $3.77K | Added$11.8K |
| Kilter Group LLC | 35 | $21.5K | — | Held |
| AXS Investments LLC | 33 | $20.3K | — | Held |
| Clark Wealth Partners | 25 | $16.3K | $3.11K | Added$3.11K |
| EVOLUTION WEALTH MANAGEMENT INC. | 24 | $14.8K | — | Held |
| Cape Investment Advisory, Inc. | 21 | $12.9K | — | Held |
| Principia Wealth Advisory, LLC | 21 | $12.9K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 12.3K | $7.58K | — | Held |
| SIMA Wealth Partners, LLC | 11 | $6.76K | — | Held |
| Catherine Avery Investment Management LLC | 10 | $6.15K | $860 | Added$860 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 4.11K | $2.52K | — | Held |
| Evolution Advisers, Inc. | 23 | $13 | — | Held |