| MORGAN STANLEY | 25.4M | $2.09B | — | Held |
| BANK OF AMERICA CORP /DE/ | 16.5M | $562.3M | — | Held |
| SCGE MANAGEMENT, L.P. | 893K | $201.4M | — | Held |
| BARCLAYS PLC | 677K | $152.7M | $1.09M | Added$15.9M |
| Value Aligned Research Advisors, LLC | 212.8K | $48M | — | Held |
| CTC LLC | 210.5K | $47.5M | — | Held |
| Alberta Investment Management Corp | 27.5M | $41.8M | — | New |
| Hudson Bay Capital Management LP | 170K | $38.3M | — | Held |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 22.5M | $34.3M | — | New |
| TUDOR INVESTMENT CORP ET AL | 18.5M | $28.1M | — | Held |
| Sanctuary Advisors, LLC | 37.8K | $8.53M | $63.3K | Added$562K |
| OP Asset Management Ltd | 36.5K | $8.24M | $63.4K | Added$272.4K |
| Swiss Life Asset Management Ltd | 34.1K | $7.69M | $55.6K | Added$699.8K |
| Leonteq Securities AG | 22.7K | $5.11M | $34.9K | Added$726.7K |
| Cresset Asset Management, LLC | 17.3K | $3.9M | $30.8K | Cut−$557.9K |
| Essential Partners LLC | 14.1K | $3.17M | $24.6K | Added$76.7K |
| Allworth Financial LP | 13K | $2.94M | — | Held |
| IFP Advisors, Inc | 11.8K | $2.66M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.77K | $2.2M | $16.9K | Added$83.8K |
| Womack Financial LLC | 9.21K | $2.08M | $16.4K | Cut−$46.9K |
| NWAM LLC | 8.45K | $2.08M | $129.2K | Added$766.4K |
| Triumph Capital Management | 9.2K | $2.07M | $16.3K | Added$31.6K |
| Garde Capital, Inc. | 7.76K | $1.75M | — | Held |
| GROUPAMA ASSET MANAGMENT | 1M | $1.57M | — | Held |
| Savant Capital, LLC | 5.1K | $1.15M | $8.26K | Added$107.5K |
| AXS Investments LLC | 4.94K | $1.12M | — | Held |
| National Philanthropic Trust | 3.19K | $719.7K | $5.39K | Added$42.2K |
| AIA Group Ltd | 2.83K | $638.3K | — | Held |
| Noble Wealth Management PBC | 2.22K | $500.9K | — | Held |
| Altrafin AG | 1.64K | $369.9K | $2.92K | Added$2.92K |
| Virtue Capital Management, LLC | 3.62K | $343.3K | — | Held |
| Investment Research Partners LLC | 1.01K | $273.2K | — | Held |
| Aventura Private Wealth, LLC | 864 | $194.9K | $1.2K | Added$44.1K |
| Absoluto Partners Gestao de Recursos Ltda | 851 | $191.9K | — | New |
| Nalls Sherbakoff Group, LLC | 600 | $135.3K | $890 | Added$23.4K |
| MRP Capital Investments, LLC | 600 | $134.3K | — | Held |
| Medallion Wealth Advisors, LLC | 263 | $59.3K | $2.52K | Added$1.22K |
| MV CAPITAL MANAGEMENT, INC. | 145 | $32.7K | — | Held |
| VIRTUS ADVISERS, LLC | 20K | $31.3K | — | New |
| KBC Group NV | 64.4K | $14.5K | — | Held |
| Prestige Wealth Management Group LLC | 63 | $14.2K | $112 | Cut−$3.25K |
| Painted Porch Advisors LLC | 45 | $10.2K | — | Held |
| Clark Wealth Partners | 43 | $9.43K | −$190 | Cut−$190 |
| Principia Wealth Advisory, LLC | 24 | $5.41K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 20 | $4.51K | — | Held |
| Kilter Group LLC | 8 | $1.8K | — | Held |
| FNY Investment Advisers, LLC | 6.96K | $1.57K | — | Held |
| Cape Investment Advisory, Inc. | 1 | $226 | — | Held |
| Strategic Investment Solutions, Inc. /IL | 1 | $226 | — | Held |