| MORGAN STANLEY | 13.3M | $626.1M | — | Held |
| BANK OF AMERICA CORP /DE/ | 5.69M | $268.6M | — | Held |
| BARCLAYS PLC | 2.99M | $141.3M | $11.1M | Added$52.3M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 206.8K | $9.77M | — | New |
| Swiss Life Asset Management Ltd | 79.5K | $3.76M | $416.5K | Cut−$958.9K |
| Leonteq Securities AG | 79.1K | $3.74M | $414.7K | Cut−$2.7M |
| Sanctuary Advisors, LLC | 63.3K | $2.99M | $331.9K | Cut−$252.2K |
| IFP Advisors, Inc | 46.3K | $2.19M | — | Held |
| CANTOR FITZGERALD, L. P. | 32.6K | $1.54M | — | Held |
| MIRABELLA FINANCIAL SERVICES LLP | 29.6K | $1.39M | — | Held |
| Allworth Financial LP | 29.2K | $1.38M | — | Held |
| Savant Capital, LLC | 28.5K | $1.35M | $149.5K | Added$117.3K |
| Alternative Investment Advisors, LLC. | 24.8K | $1.17M | — | Held |
| PEAK6 LLC | 19.5K | $921.8K | $102.2K | Cut−$6.19M |
| Cresset Asset Management, LLC | 16.2K | $767.1K | $83.3K | Added$95.7K |
| NWAM LLC | 14.2K | $625.4K | $707 | Added$273.3K |
| Triumph Capital Management | 11.4K | $540K | $55.2K | Added$97.7K |
| Penn Mutual Asset Management | 11.3K | $535.1K | — | Held |
| Womack Financial LLC | 11.3K | $534.2K | $59.2K | Added$50.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.74K | $460K | $51K | Cut−$23.1K |
| Tevis Investment Management | 8.38K | $398.1K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 6.97K | $329.4K | $36.5K | Cut−$32.2K |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 5.61K | $264.9K | — | Held |
| DGS Capital Management, LLC | 4.81K | $227.4K | — | New |
| Strategic Investment Solutions, Inc. /IL | 2.42K | $114.5K | — | Held |
| Medallion Wealth Advisors, LLC | 1.55K | $73.1K | $8.05K | Cut−$10.5K |
| Prestige Wealth Management Group LLC | 654 | $31.1K | $3.43K | Added$3.43K |
| MV CAPITAL MANAGEMENT, INC. | 506 | $23.9K | — | Held |
| Cornerstone National Bank & Trust Co | 399 | $18.9K | $2.09K | Added$2.09K |
| WFA of San Diego, LLC | 363 | $17.2K | — | Held |
| Essential Partners LLC | 345 | $16.3K | $545 | Added$11.9K |
| Kilter Group LLC | 201 | $9.5K | — | Held |
| Aventura Private Wealth, LLC | 131 | $6.19K | $671 | Added$718 |
| EVOLUTION WEALTH MANAGEMENT INC. | 114 | $5.39K | — | Held |
| Boreal Capital Management LLC | 108 | $5.13K | — | Held |
| Nalls Sherbakoff Group, LLC | 95 | $4.49K | $498 | Added$498 |
| KBC Group NV | 82.5K | $3.9K | — | Held |
| Principia Wealth Advisory, LLC | 78 | $3.69K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 32.1K | $1.51K | — | Held |
| NWI MANAGEMENT LP | 15K | $709 | $79 | Added$79 |
| FNY Investment Advisers, LLC | 5.22K | $246 | — | Held |
| MRP Capital Investments, LLC | 3 | $130 | — | Held |
| Clark Wealth Partners | 0 | $0 | — | Cut−$1.43K |