| MORGAN STANLEY | 1.72M | $786.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 988.4K | $452M | — | Held |
| BARCLAYS PLC | 688.8K | $315M | $24.4M | Added$36.4M |
| GROUPAMA ASSET MANAGMENT | 428.7K | $196.1M | — | Held |
| Swiss Life Asset Management Ltd | 31.4K | $14.3M | $778.1K | Added$5.47M |
| Sanctuary Advisors, LLC | 26.5K | $12.1M | $949.4K | Added$1.27M |
| OP Asset Management Ltd | 17.7K | $8.1M | $652.1K | Added$652.1K |
| AIA Group Ltd | 13.6K | $6.24M | — | Held |
| Keel Point, LLC | 10.2K | $4.67M | — | Held |
| Cresset Asset Management, LLC | 9.3K | $4.26M | $316.6K | Added$635.7K |
| Savant Capital, LLC | 9.22K | $4.22M | $336.4K | Added$377.1K |
| Allworth Financial LP | 3.93K | $1.8M | — | Held |
| IFP Advisors, Inc | 3.11K | $1.42M | — | Held |
| Alberta Investment Management Corp | 2.9K | $1.33M | $106.8K | Added$106.8K |
| Steadtrust LLC | 1.64K | $750K | $60.4K | Added$60.4K |
| PEAK6 LLC | 1.38K | $631.5K | $50.9K | Cut−$57.6K |
| WORMSER FRERES GESTION | 1.06K | $483.7K | — | Held |
| Peak Planning Group, LLC | 1.05K | $478.4K | −$5.03K | Cut−$280.5K |
| Strategic Investment Advisors / MI | 968 | $442.8K | — | Held |
| Medallion Wealth Advisors, LLC | 857 | $391.9K | $27.1K | Added$27.1K |
| Cambria Investment Management, L.P. | 811 | $370.9K | — | Held |
| NWAM LLC | 807 | $362K | $7.66K | Cut−$27K |
| Claris Financial LLC | 686 | $313.5K | — | Held |
| DGS Capital Management, LLC | 650 | $297.4K | $20.7K | Added$61.4K |
| Syverson Strege & Co | 565 | $258.4K | — | Held |
| Financial Insights, Inc. | 534 | $244.2K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 525 | $240.1K | $19.3K | Cut−$1.73K |
| Seros Financial, LLC | 507 | $231.8K | — | Held |
| Prestige Wealth Management Group LLC | 210 | $96.3K | $7.73K | Added$7.73K |
| Leonteq Securities AG | 200 | $91.5K | $4.31K | Added$42.3K |
| VIRTUS ADVISERS, LLC | 142 | $64.9K | $5.23K | Cut−$205K |
| WFA of San Diego, LLC | 140 | $64K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 125 | $57.2K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 87 | $39.7K | — | Held |
| Cornerstone National Bank & Trust Co | 71 | $32.5K | $2.61K | Added$2.62K |
| KBC Group NV | 67.9K | $31K | — | Held |
| Painted Porch Advisors LLC | 54 | $24.7K | — | Held |
| Holos Integrated Wealth LLC | 50 | $22.8K | — | Held |
| Kilter Group LLC | 23 | $10.5K | — | Held |
| Cape Investment Advisory, Inc. | 19 | $8.69K | — | Held |
| Principia Wealth Advisory, LLC | 8 | $3.66K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 7.5K | $3.43K | — | Held |
| Essential Partners LLC | 7 | $3.2K | $147 | Added$1.52K |
| Pensionfund Sabic | 3.8K | $1.74K | $140 | Added$140 |
| Clark Wealth Partners | 0 | $0 | — | Cut−$3.36K |