| MORGAN STANLEY | 6.91M | $939.5M | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.73M | $371.6M | — | Held |
| BARCLAYS PLC | 741.9K | $100.9M | $12.4M | Cut−$43.7M |
| Sanctuary Advisors, LLC | 84.6K | $11.5M | $1.41M | Cut−$271.9K |
| Cambria Investment Management, L.P. | 64.5K | $8.78M | — | Held |
| Swiss Life Asset Management Ltd | 57.5K | $7.82M | $825K | Added$1.93M |
| OP Asset Management Ltd | 45.3K | $6.16M | $709.1K | Added$1.1M |
| Catherine Avery Investment Management LLC | 22.9K | $3.11M | $370.7K | Added$464.8K |
| Cresset Asset Management, LLC | 19.2K | $2.61M | $305.9K | Added$423.8K |
| Allworth Financial LP | 18.4K | $2.5M | — | Held |
| Savant Capital, LLC | 17.1K | $2.33M | $286.4K | Added$228.4K |
| GROUPAMA ASSET MANAGMENT | 13.6K | $1.85M | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 13.2K | $1.8M | — | Held |
| Flavin Financial Services, Inc. | 12.7K | $1.73M | $174.6K | Added$478.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 12.4K | $1.69M | $205.2K | Added$227.5K |
| IFP Advisors, Inc | 8.29K | $1.13M | — | Held |
| Roehl & Yi Investment Advisors, LLC | 5.62K | $763.9K | $93.9K | Added$74.6K |
| Pine Valley Investments Ltd Liability Co | 5.35K | $727.4K | $89.4K | Added$89.4K |
| GW HENSSLER & ASSOCIATES LTD | 3.92K | $533.2K | — | Held |
| Keel Point, LLC | 3.61K | $490.5K | — | Held |
| NWAM LLC | 3.09K | $403.8K | $22.6K | Added$11.3K |
| Essential Partners LLC | 2.97K | $403.7K | $10.4K | Added$329.4K |
| Investment Research Partners LLC | 2.72K | $375.3K | — | Held |
| Hudson Bay Capital Management LP | 2.65K | $361K | — | Held |
| Canal Capital Management, LLC | 2.64K | $359.6K | — | Held |
| Tributary Capital Management, LLC | 2.25K | $305.4K | — | Held |
| Leonteq Securities AG | 2.21K | $300.2K | $36.9K | Cut−$298.8K |
| MV CAPITAL MANAGEMENT, INC. | 2.11K | $287.3K | — | Held |
| Blackston Financial Advisory Group, LLC | 1.78K | $241.5K | $29.6K | Added$23.5K |
| BROADWATER CAPITAL MANAGEMENT LLC | 900 | $122.4K | $121.5K | Added$15K |
| Clark Wealth Partners | 720 | $92.9K | $6.91K | Added$8.46K |
| Painted Porch Advisors LLC | 503 | $68.4K | — | Held |
| Aventura Private Wealth, LLC | 491 | $66.8K | $8.21K | Added$8.21K |
| Medallion Wealth Advisors, LLC | 465 | $63.3K | $5.6K | Added$9.68K |
| WFA of San Diego, LLC | 438 | $59.6K | — | Held |
| Prestige Wealth Management Group LLC | 358 | $48.7K | $5.99K | Added$5.99K |
| AXS Investments LLC | 320 | $43.5K | — | Held |
| Boreal Capital Management LLC | 300 | $40.8K | — | Held |
| Cornerstone National Bank & Trust Co | 250 | $34K | $4.18K | Added$4.18K |
| EVOLUTION WEALTH MANAGEMENT INC. | 210 | $28.6K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 155 | $21K | — | Held |
| Cape Investment Advisory, Inc. | 150 | $20.4K | — | Held |
| Principia Wealth Advisory, LLC | 77 | $10.5K | — | Held |
| Noble Wealth Management PBC | 51 | $6.94K | — | Held |
| KBC Group NV | 36.6K | $4.97K | — | Held |
| Kilter Group LLC | 21 | $2.86K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 18.4K | $2.51K | — | Held |
| Nalls Sherbakoff Group, LLC | 17 | $2.31K | $284 | Added$284 |
| Evolution Advisers, Inc. | 373 | $50 | — | Held |