| MORGAN STANLEY | 11.2M | $752.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 4.61M | $311M | — | Held |
| BARCLAYS PLC | 3.34M | $225.4M | −$14M | Cut−$7.52M |
| Swiss Life Asset Management Ltd | 210.9K | $14.2M | −$780.4K | Added$1.26M |
| AIA Group Ltd | 109.6K | $7.39M | — | Held |
| OP Asset Management Ltd | 88.2K | $5.94M | −$380.9K | Cut−$743.5K |
| Sanctuary Advisors, LLC | 73K | $4.92M | −$315.1K | Cut−$785.9K |
| Finivi Inc. | 40.3K | $2.72M | −$171.6K | Cut−$132.8K |
| Allworth Financial LP | 37.4K | $2.52M | — | Held |
| Savant Capital, LLC | 24.1K | $1.63M | −$100.1K | Cut−$35.1K |
| DGS Capital Management, LLC | 17.8K | $1.2M | −$77K | Cut−$76.2K |
| TUDOR INVESTMENT CORP ET AL | 17.5K | $1.18M | — | Held |
| IFP Advisors, Inc | 11.2K | $757.7K | — | Held |
| Virtue Capital Management, LLC | 1.2K | $684.3K | — | Held |
| NWAM LLC | 9.45K | $647.4K | −$20.9K | Cut−$41.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.43K | $635.4K | −$40.7K | Cut−$185.2K |
| Flavin Financial Services, Inc. | 7.84K | $528.4K | −$22.6K | Added$152.6K |
| Severin Investments, LLC | 7.49K | $504.8K | −$27.1K | Added$55.5K |
| Strategic Investment Advisors / MI | 7.36K | $496.4K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 7.24K | $488K | — | Held |
| GROUPAMA ASSET MANAGMENT | 7.07K | $476.5K | — | Held |
| Cresset Asset Management, LLC | 6.56K | $442K | −$27K | Cut−$5.8K |
| Leonteq Securities AG | 5.71K | $384.9K | −$24.7K | Cut−$48.7K |
| Syverson Strege & Co | 5.22K | $352.1K | — | Held |
| Keel Point, LLC | 3.69K | $248.7K | — | Held |
| Pine Valley Investments Ltd Liability Co | 3.65K | $245.9K | — | New |
| Painted Porch Advisors LLC | 1.72K | $116.2K | — | Held |
| Noble Wealth Management PBC | 1.34K | $90.1K | — | Held |
| AllSquare Wealth Management LLC | 1.07K | $72.4K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 986 | $66.4K | — | Held |
| MRP Capital Investments, LLC | 725 | $52K | — | Held |
| AXS Investments LLC | 718 | $48.4K | — | Held |
| WFA of San Diego, LLC | 700 | $47.2K | — | Held |
| Prestige Wealth Management Group LLC | 576 | $38.8K | −$2.48K | Cut−$2.35K |
| Medallion Wealth Advisors, LLC | 560 | $37.8K | −$2.21K | Cut−$3.63K |
| EVOLUTION WEALTH MANAGEMENT INC. | 514 | $34.6K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 410 | $27.6K | — | Held |
| KBC Group NV | 395.9K | $26.7K | — | Held |
| Boreal Capital Management LLC | 182 | $12.3K | — | Held |
| Clark Wealth Partners | 111 | $6.93K | −$1.03K | Cut−$1.03K |
| Cape Investment Advisory, Inc. | 87 | $5.87K | — | Held |
| Kilter Group LLC | 61 | $4.11K | — | Held |
| Essential Partners LLC | 60 | $4.05K | −$256 | Cut−$328 |
| Aventura Private Wealth, LLC | 36 | $2.43K | −$155 | Cut−$155 |
| Principia Wealth Advisory, LLC | 31 | $2.09K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 27.7K | $1.86K | — | Held |
| Pensionfund Sabic | 18.5K | $1.25K | −$80 | Cut−$80 |
| Lipe & Dalton | 10K | $674 | — | Held |