| BANK OF AMERICA CORP /DE/ | 10.9M | $2.13B | — | Held |
| MORGAN STANLEY | 5.49M | $1.08B | — | Held |
| BARCLAYS PLC | 879.7K | $172.6M | $8.89M | Added$6.2M |
| Swiss Life Asset Management Ltd | 118.9K | $23.3M | $1M | Added$4.89M |
| PEAK6 LLC | 97.1K | $19.1M | — | New |
| OP Asset Management Ltd | 41.5K | $8.13M | $415.4K | Added$478.8K |
| AIA Group Ltd | 37.4K | $7.34M | — | Held |
| Alberta Investment Management Corp | 29.7K | $5.83M | $253.5K | Added$1.16M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 25K | $4.91M | — | New |
| Sanctuary Advisors, LLC | 25K | $4.9M | $252.2K | Cut−$199.2K |
| GROUPAMA ASSET MANAGMENT | 11.2K | $2.2M | — | Held |
| Allworth Financial LP | 9.47K | $1.86M | — | Held |
| Peck Wealth Management, LLC | 8.4K | $1.65M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.38K | $1.45M | $71K | Added$139.5K |
| Leonteq Securities AG | 6.47K | $1.27M | $65.4K | Added$64.4K |
| Virtue Capital Management, LLC | 14.8K | $1.26M | — | Held |
| Cresset Asset Management, LLC | 5.83K | $1.14M | $55.4K | Added$123.9K |
| Savant Capital, LLC | 5.1K | $1M | $51.5K | Cut−$3.92K |
| Severin Investments, LLC | 4.33K | $849.6K | $43.8K | Cut−$2.96K |
| Aventura Private Wealth, LLC | 3.93K | $771K | $27.6K | Added$263.4K |
| SHERMAN PORFOLIOS, LLC | 3.74K | $733.7K | $37.8K | Cut−$261.3K |
| Farmers National Bank | 3.37K | $661.3K | — | Held |
| Keel Point, LLC | 3.04K | $595.6K | — | Held |
| IFP Advisors, Inc | 2.78K | $546.3K | — | Held |
| Invst, LLC | 1.5K | $295.1K | — | Held |
| Cambria Investment Management, L.P. | 1.1K | $215.3K | — | Held |
| Essential Partners LLC | 872 | $171.1K | $8.48K | Added$15K |
| AllSquare Wealth Management LLC | 342 | $67.1K | — | Held |
| Medallion Wealth Advisors, LLC | 258 | $50.6K | $3.93K | Added$3.92K |
| KBC Group NV | 245.1K | $48.1K | — | Held |
| Noble Wealth Management PBC | 190 | $37.3K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 159 | $31.2K | — | Held |
| Clark Wealth Partners | 103 | $21.2K | $1.97K | Added$1.97K |
| Kilter Group LLC | 48 | $9.42K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 40 | $7.85K | — | Held |
| Principia Wealth Advisory, LLC | 24 | $4.71K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 18.2K | $3.57K | — | Held |
| Prestige Wealth Management Group LLC | 13 | $2.55K | $131 | Added$131 |
| Cape Investment Advisory, Inc. | 13 | $2.55K | — | Held |