| MORGAN STANLEY | 19.2M | $2.66B | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.78M | $385.3M | — | Held |
| National Philanthropic Trust | 694.2K | $96.2M | $22.9M | Added$24M |
| BARCLAYS PLC | 442.7K | $61.3M | $14.8M | Cut−$40.9M |
| CANTOR FITZGERALD, L. P. | 244.7K | $33.9M | — | Held |
| Polar Asset Management Partners Inc. | 110.9K | $15.4M | — | Held |
| AIA Group Ltd | 90.9K | $12.6M | — | Held |
| OP Asset Management Ltd | 61.3K | $8.49M | $1.93M | Added$2.39M |
| Swiss Life Asset Management Ltd | 59.1K | $8.18M | $1.97M | Added$141.1K |
| Hudson Bay Capital Management LP | 45.7K | $6.33M | — | Held |
| Alberta Investment Management Corp | 41.5K | $5.75M | $1.38M | Added$183.5K |
| Sanctuary Advisors, LLC | 41.1K | $5.69M | $1.06M | Added$2.34M |
| Essential Partners LLC | 36.1K | $5M | $1.16M | Added$1.32M |
| PETERSON WEALTH MANAGEMENT | 14.4K | $2M | — | Held |
| PEAK6 LLC | 9.88K | $1.37M | — | New |
| AXS Investments LLC | 8.61K | $1.19M | — | Held |
| Virtue Capital Management, LLC | 7.11K | $1.19M | — | Held |
| ONTARIO TEACHERS PENSION PLAN BOARD | 7.7K | $1.07M | $256.6K | Cut−$769.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.55K | $1.05M | $251.6K | Added$40.7K |
| Cresset Asset Management, LLC | 5.96K | $825.4K | $198.6K | Added$134.4K |
| Allworth Financial LP | 5.23K | $724.4K | — | Held |
| Leonteq Securities AG | 5.11K | $708.1K | $170.3K | Cut−$251.2K |
| IFP Advisors, Inc | 3.58K | $496.3K | — | Held |
| Cambria Investment Management, L.P. | 3.02K | $418.1K | — | Held |
| Savant Capital, LLC | 2.28K | $316K | — | New |
| Keel Point, LLC | 2.22K | $307.4K | — | Held |
| Investment Research Partners LLC | 2.23K | $297.7K | — | Held |
| SHERMAN PORFOLIOS, LLC | 2.1K | $291.4K | $69.6K | Added$71.6K |
| Parsonex Advisory Services, Inc. | 1.7K | $235.5K | — | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 1.38K | $190.7K | — | New |
| Kilter Group LLC | 977 | $135.3K | — | Held |
| KBC Group NV | 751.2K | $104.1K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 188 | $26K | — | Held |
| Cape Investment Advisory, Inc. | 166 | $23K | — | Held |
| Medallion Wealth Advisors, LLC | 90 | $12.5K | $3.41K | Cut−$2.83K |
| Principia Wealth Advisory, LLC | 32 | $4.43K | — | Held |
| AllSquare Wealth Management LLC | 10 | $1.39K | — | Held |
| Aventura Private Wealth, LLC | 5 | $693 | $167 | Added$167 |
| SkyView Investment Advisors, LLC | 3K | $416 | — | Held |