| Renaissance Technologies | 1.13M | $33.3M | — | Held |
| BlackRock, Inc. | 244.7K | $7.25M | — | Held |
| DIMENSIONAL FUND ADVISORS LP | 91.9K | $2.73M | — | Held |
| Vanguard Personalized Indexing Management, LLC | 73.4K | $2.18M | — | Held |
| Creative Planning | 41.9K | $1.24M | — | Held |
| RENAISSANCE GROUP LLC | 36.2K | $1.07M | — | Held |
| GOLDMAN SACHS GROUP INC | 28K | $828.6K | — | Held |
| Parvin Asset Management, LLC | 22.2K | $659.1K | — | Held |
| Ballentine Partners, LLC | 21.5K | $637.7K | — | Held |
| RHUMBLINE ADVISERS | 21.2K | $630.2K | — | Held |
| SIGNATUREFD, LLC | 21.2K | $629.3K | — | Held |
| UBS Group AG | 18.4K | $544.2K | — | Held |
| Citadel | 16.3K | $482.5K | — | Held |
| BANK OF AMERICA CORP /DE/ | 13.7K | $405.8K | $137.1K | Added$156.7K |
| QUADRANT CAPITAL GROUP LLC | 13.1K | $389.1K | — | Held |
| LPL Financial LLC | 11.1K | $327.6K | — | Held |
| XY Capital Ltd | 10.6K | $314K | — | Held |
| RBF Capital, LLC | 8.96K | $265.6K | — | Held |
| Connor, Clark & Lunn Investment Management Ltd. | 8.78K | $260.1K | — | Held |
| Parallel Advisors, LLC | 6.28K | $186.1K | — | Held |
| GAMMA Investing LLC | 3.28K | $97.1K | — | Held |
| Westside Investment Management, Inc. | 2.16K | $66K | — | Held |
| Arax Advisory Partners | 2.15K | $63.7K | — | Held |
| Smartleaf Asset Management LLC | 1.77K | $54.1K | — | Held |
| Allworth Financial LP | 1.55K | $45.8K | $14.4K | Added$19.6K |
| Bell Investment Advisors, Inc | 1.4K | $41.5K | — | Held |
| MORGAN STANLEY | 1.22K | $36.1K | $12.8K | Added$3.85K |
| Farther Finance Advisors, LLC | 1.19K | $35.1K | — | Held |
| JNBA Financial Advisors | 1K | $29.6K | — | Held |
| Global Retirement Partners, LLC | 998 | $29.6K | — | Held |
| US BANCORP \DE\ | 748 | $22.2K | — | Held |
| ASSETMARK, INC | 584 | $17.3K | — | Held |
| Physician Wealth Advisors, Inc. | 473 | $14K | — | Held |
| NISA INVESTMENT ADVISORS, LLC | 433 | $12.8K | — | Held |
| ROYAL BANK OF CANADA | 377 | $11K | — | Held |
| NewEdge Advisors, LLC | 303 | $8.98K | — | Held |
| EverSource Wealth Advisors, LLC | 285 | $8.44K | — | Held |
| Federation des caisses Desjardins du Quebec | 264 | $7.82K | — | Held |
| ACADIAN ASSET MANAGEMENT LLC | 253.3K | $7.5K | — | Held |
| OSAIC HOLDINGS, INC. | 238 | $7.05K | — | Held |
| Larson Financial Group LLC | 192 | $5.69K | — | Held |
| Crewe Advisors LLC | 113 | $3.35K | — | Held |
| PRIVATE TRUST CO NA | 95 | $2.81K | — | Held |
| JPMORGAN CHASE & CO | 80 | $2.37K | — | Held |
| SBI Securities Co., Ltd. | 63 | $1.87K | — | Held |
| Winch Advisory Services, LLC | 60 | $1.78K | — | Held |
| Cornerstone Financial Management LLC | 56 | $1.66K | — | Held |
| CITIGROUP INC | 48 | $1.42K | — | Held |
| Moisand Fitzgerald Tamayo, LLC | 39 | $1.16K | — | Held |
| IFP Advisors, Inc | 15 | $444 | — | New |
| Parkside Financial Bank & Trust | 11 | $326 | — | Held |
| HHM Wealth Advisors, LLC | 7 | $208 | — | Held |
| LSV ASSET MANAGEMENT | 5.6K | $166 | — | Held |
| Root Financial Partners, LLC | 2 | $59 | — | Held |
| BESSEMER GROUP INC | 279 | $8 | — | Held |
| WELLS FARGO & COMPANY/MN | 0 | $8 | — | Held |
| Coston, McIsaac & Partners | 217 | $6 | — | Held |
| CWM, LLC | 100 | $3 | — | Held |