| Davis Selected Advisers | 5.52M | $402.8M | — | Held |
| MORGAN STANLEY | 1.47M | $107.1M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.06M | $77.2M | — | Held |
| BARCLAYS PLC | 339.6K | $24.8M | −$964.4K | Cut−$6.11M |
| TUDOR INVESTMENT CORP ET AL | 90K | $6.57M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 33.9K | $2.8M | — | Held |
| Swiss Life Asset Management Ltd | 27.5K | $2.01M | −$62K | Added$353.1K |
| Sanctuary Advisors, LLC | 23.9K | $1.75M | −$65K | Added$11.6K |
| OP Asset Management Ltd | 16.4K | $1.2M | −$46.6K | Cut−$46.6K |
| MRP Capital Investments, LLC | 15.2K | $1.15M | — | Held |
| Savant Capital, LLC | 13K | $945.7K | −$9.16K | Added$700.9K |
| Pine Valley Investments Ltd Liability Co | 7.32K | $534.4K | −$20.8K | Cut−$20.8K |
| Cresset Asset Management, LLC | 4.87K | $355.4K | −$13.4K | Cut−$2.45K |
| Allworth Financial LP | 4.79K | $349.5K | — | Held |
| RIA Advisory Group LLC | 2.86K | $208.9K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 1.25K | $91.2K | $89.9K | Cut−$3.55K |
| MV CAPITAL MANAGEMENT, INC. | 447 | $32.6K | — | Held |
| IFP Advisors, Inc | 392 | $28.6K | — | Held |
| KBC Group NV | 304.2K | $22.2K | — | Held |
| Medallion Wealth Advisors, LLC | 268 | $19.6K | −$1.18K | Cut−$1.18K |
| Scarborough Advisors, LLC | 155 | $11.3K | — | Held |
| Essential Partners LLC | 72 | $5.26K | −$179 | Added$478 |
| Prestige Wealth Management Group LLC | 63 | $4.6K | −$180 | Cut−$1.32K |
| AllSquare Wealth Management LLC | 50 | $3.65K | — | Held |
| Holos Integrated Wealth LLC | 46 | $3.24K | — | Held |
| Leonteq Securities AG | 44 | $3.21K | −$125 | Cut−$125 |
| Painted Porch Advisors LLC | 25 | $1.82K | — | Held |
| Clark Wealth Partners | 22 | $1.74K | $75 | Added$75 |
| Kilter Group LLC | 10 | $730 | — | Held |
| Nalls Sherbakoff Group, LLC | 8 | $584 | −$23 | Cut−$23 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 6.25K | $456 | — | Held |
| Principia Wealth Advisory, LLC | 5 | $365 | — | Held |
| Aventura Private Wealth, LLC | 1 | $73 | −$3 | Cut−$3 |
| FNY Investment Advisers, LLC | 430 | $31 | — | Held |