| BANK OF AMERICA CORP /DE/ | 9.73M | $1.47B | — | Held |
| MORGAN STANLEY | 6.45M | $972.3M | — | Held |
| Value Aligned Research Advisors, LLC | 2.22M | $335.1M | — | Held |
| BARCLAYS PLC | 606.4K | $91.5M | $11M | Added$28.6M |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 605.5K | $91.3M | $13.6M | Added$12.8M |
| OP Asset Management Ltd | 583.3K | $88M | $13.1M | Added$7.89M |
| Henshaw Capital LLC | 111.4K | $16.8M | $2.5M | Added$2.5M |
| Sanctuary Advisors, LLC | 54.9K | $8.28M | $1.12M | Added$1.9M |
| NWAM LLC | 38.9K | $6.83M | $1.18M | Added$993.9K |
| AIA Group Ltd | 40.5K | $6.11M | — | Held |
| Alberta Investment Management Corp | 38.2K | $5.76M | — | New |
| Swiss Life Asset Management Ltd | 33.6K | $5.06M | $753.7K | Added$170.8K |
| MIROVA | 32.2K | $4.86M | — | Held |
| Galaxy Digital Capital Management GP LLC | 23.9K | $3.61M | $511.5K | Added$683K |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 21.4K | $3.23M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 18.7K | $2.83M | $256.6K | Added$1.36M |
| IFP Advisors, Inc | 14.5K | $2.19M | — | Held |
| National Philanthropic Trust | 14.4K | $2.17M | — | New |
| Finivi Inc. | 13.7K | $2.07M | $305K | Added$322.1K |
| AXS Investments LLC | 12.5K | $1.89M | — | Held |
| Leonteq Securities AG | 11.7K | $1.77M | $145K | Added$941K |
| Investment Research Partners LLC | 6.54K | $1.3M | — | Held |
| Prestige Wealth Management Group LLC | 7.76K | $1.17M | $171.4K | Added$190.1K |
| Essential Partners LLC | 6.72K | $1.01M | $143.6K | Added$192.5K |
| Strategic Investment Advisors / MI | 4.5K | $678.8K | — | Held |
| Allworth Financial LP | 3.64K | $548.7K | — | Held |
| Savant Capital, LLC | 3.52K | $530.6K | $38K | Added$312.9K |
| Cresset Asset Management, LLC | 3.46K | $522.1K | $67.2K | Added$137.6K |
| Millennium Capital Advisors, LLC | 2.05K | $308.7K | — | New |
| Wealthspire Retirement, LLC | 1.38K | $208.8K | — | Held |
| VIRTUS ADVISERS, LLC | 1.15K | $172.9K | $15.7K | Added$83K |
| Nalls Sherbakoff Group, LLC | 1.1K | $166.2K | $24.8K | Added$24.8K |
| AllSquare Wealth Management LLC | 554 | $83.6K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 125 | $18.9K | — | Held |
| Aventura Private Wealth, LLC | 114 | $17.2K | $965 | Added$11.7K |
| Scarborough Advisors, LLC | 80 | $12.1K | — | Held |
| Clark Wealth Partners | 69 | $11.2K | — | New |
| KBC Group NV | 70.8K | $10.7K | — | Held |
| Boreal Capital Management LLC | 25 | $3.77K | — | Held |
| Principia Wealth Advisory, LLC | 17 | $2.56K | — | Held |
| Medallion Wealth Advisors, LLC | 15 | $2.27K | $425 | Added$425 |
| Kilter Group LLC | 6 | $906 | — | Held |