| MORGAN STANLEY | 15.9M | $9.06B | — | Held |
| BANK OF AMERICA CORP /DE/ | 5.49M | $3.12B | — | Held |
| BARCLAYS PLC | 3.61M | $2.05B | $24.8M | Cut−$60.4M |
| Employees Provident Fund Board | 449K | $255.4M | $3.08M | Added$3.57M |
| Swiss Life Asset Management Ltd | 222.9K | $126.8M | $1.42M | Added$11M |
| FARALLON CAPITAL MANAGEMENT LLC | 213.8K | $121.6M | — | New |
| ACADEMY CAPITAL MANAGEMENT | 102.4K | $58.2M | — | Held |
| OP Asset Management Ltd | 94.8K | $53.9M | $612.1K | Added$3.85M |
| Sanctuary Advisors, LLC | 89.8K | $51.1M | $596.2K | Added$2.25M |
| Cresset Asset Management, LLC | 87.7K | $49.9M | $586.7K | Added$1.9M |
| HughesLittle Investment Management Ltd. | 54.9K | $31.2M | $377.1K | Cut−$204.5K |
| Allworth Financial LP | 44.8K | $25.5M | — | Held |
| AIA Group Ltd | 43.5K | $24.7M | — | Held |
| Altrafin AG | 32.4K | $18.4M | $194.3K | Added$2.54M |
| Alberta Investment Management Corp | 20K | $11.4M | $96.9K | Added$3.45M |
| Savant Capital, LLC | 18.3K | $10.4M | $125.9K | Cut−$419.2K |
| Spinecap SAS | 17.6K | $9.98M | $119.8K | Added$314.2K |
| IFP Advisors, Inc | 17.1K | $9.74M | — | Held |
| GROUPAMA ASSET MANAGMENT | 15.4K | $8.77M | — | Held |
| Saranac Partners Ltd | 14.3K | $8.16M | $91.4K | Added$536.2K |
| Kentucky Farm Bureau Mutual Insurance Co | 10.2K | $5.81M | $70.1K | Cut−$2.62M |
| Leonteq Securities AG | 9.18K | $5.22M | $50K | Added$1.13M |
| MIROVA | 8.93K | $5.08M | — | Held |
| PETERSON WEALTH MANAGEMENT | 8.81K | $5.01M | — | Held |
| Farmers National Bank | 8.75K | $4.98M | — | Held |
| AXS Investments LLC | 7.99K | $4.54M | — | Held |
| Aventura Private Wealth, LLC | 7.83K | $4.45M | $43.6K | Added$854.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.3K | $4.15M | $48.2K | Added$211.5K |
| MV CAPITAL MANAGEMENT, INC. | 7.3K | $4.15M | — | Held |
| Keel Point, LLC | 5.53K | $3.14M | — | Held |
| SSA SWISS ADVISORS AG | 5.26K | $2.98M | — | Held |
| BOURNE LENT ASSET MANAGEMENT INC | 5K | $2.84M | — | Held |
| DGS Capital Management, LLC | 4.95K | $2.82M | $30.4K | Added$327.9K |
| Galaxy Digital Capital Management GP LLC | 4.88K | $2.78M | $32.4K | Added$128K |
| Absoluto Partners Gestao de Recursos Ltda | 3.54K | $2.01M | $24.3K | Cut−$342.6K |
| Cambria Investment Management, L.P. | 3.04K | $1.73M | — | Held |
| Pine Valley Investments Ltd Liability Co | 2.92K | $1.66M | $20.1K | Added$40K |
| Cape Investment Advisory, Inc. | 2.86K | $1.63M | — | Held |
| Boreal Capital Management LLC | 2.74K | $1.56M | — | Held |
| Prestige Wealth Management Group LLC | 2.62K | $1.49M | $17.9K | Added$27K |
| J. Team Financial, Inc. | 2.01K | $1.14M | — | Held |
| Womack Financial LLC | 1.97K | $1.12M | $13.5K | Added$13.5K |
| Syverson Strege & Co | 1.9K | $1.08M | — | Held |
| Canal Capital Management, LLC | 1.88K | $1.07M | — | Held |
| NWAM LLC | 1.78K | $1.01M | $2.35K | Added$105.6K |
| Investment Research Partners LLC | 1.74K | $966.1K | — | Held |
| Strategic Investment Advisors / MI | 1.68K | $956.3K | — | Held |
| Tevis Investment Management | 1.66K | $941.4K | — | Held |
| Tributary Capital Management, LLC | 1.5K | $856.1K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 1.23K | $700.4K | — | Held |
| Virtue Capital Management, LLC | 10.4K | $685.1K | — | Held |
| PEAK6 LLC | 1.18K | $670.5K | $178 | Added$669.6K |
| Painted Porch Advisors LLC | 1.16K | $660.4K | — | Held |
| Noble Wealth Management PBC | 1.14K | $648.4K | — | Held |
| Silver Grove Financial Group, Inc. | 889 | $505.5K | — | Held |
| Millennium Capital Advisors, LLC | 801 | $455.6K | $5.48K | Added$12.3K |
| Wall Street Financial Group, Inc. | 736 | $418.6K | $4.25K | Added$71.4K |
| LifeWealth Investments, LLC | 716 | $407.2K | $4.68K | Added$8.1K |
| WFA of San Diego, LLC | 662 | $376.6K | — | Held |
| Parsonex Advisory Services, Inc. | 660 | $375.4K | $4.22K | Added$30.4K |
| National Philanthropic Trust | 548 | $311.7K | — | New |
| Innova Wealth Partners | 506 | $287.9K | — | Held |
| NRI Wealth Management LC | 501 | $285.2K | — | Held |
| MRP Capital Investments, LLC | 500 | $281K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 488 | $277.6K | $3.3K | Added$7.29K |
| Financial Symmetry Inc | 470 | $267.3K | — | Held |
| KBC Group NV | 451.7K | $257K | — | Held |
| Stillwater Wealth Management Group | 436 | $248K | — | Held |
| Bullseye Investment Management, LLC | 440 | $241K | — | Held |
| Causey Wealth LLC | 423 | $240.6K | $2.91K | Added$2.91K |
| Finivi Inc. | 423 | $240.5K | $2.99K | Added$9.24K |
| PCG ASSET MANAGEMENT, LLC | 361 | $205.3K | — | Held |
| Claris Financial LLC | 667 | $203.6K | — | Held |
| Medallion Wealth Advisors, LLC | 273 | $155.3K | $1.2K | Added$1.2K |
| Peck Wealth Management, LLC | 225 | $128K | — | Held |
| Essential Partners LLC | 158 | $89.9K | $1,000 | Added$8.96K |
| Clark Wealth Partners | 148 | $84.5K | $940 | Added$24.4K |
| Kilter Group LLC | 147 | $83.6K | — | Held |
| Principia Wealth Advisory, LLC | 110 | $62.6K | — | Held |
| AllSquare Wealth Management LLC | 100 | $56.9K | — | Held |
| Scarborough Advisors, LLC | 93 | $53.1K | — | Held |
| SIMA Wealth Partners, LLC | 75 | $42.7K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 73 | $41.5K | — | Held |
| Cornerstone National Bank & Trust Co | 59 | $33.6K | $406 | Added$406 |
| EVOLUTION WEALTH MANAGEMENT INC. | 53 | $30.4K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 36.6K | $20.8K | — | Held |
| Pensionfund Sabic | 7.6K | $4.32K | $52 | Added$52 |
| Catherine Avery Investment Management LLC | 5 | $2.84K | $34 | Added$34 |
| SkyView Investment Advisors, LLC | 2.24K | $1.28K | — | Held |
| Lipe & Dalton | 361 | $205 | — | Held |
| Evolution Advisers, Inc. | 205 | $117 | — | Held |