| BANK OF AMERICA CORP /DE/ | 10.6M | $837.5M | — | Held |
| MORGAN STANLEY | 25.6M | $496.6M | — | Held |
| BARCLAYS PLC | 695.6K | $79.7M | $7.23M | Cut−$24.9M |
| Hudson Bay Capital Management LP | 355.7K | $40.8M | — | Held |
| Sanctuary Advisors, LLC | 103.8K | $11.9M | $1.04M | Added$1.51M |
| Allworth Financial LP | 43.1K | $4.94M | — | Held |
| Swiss Life Asset Management Ltd | 38.4K | $4.4M | $392.7K | Added$465.8K |
| Savant Capital, LLC | 23.3K | $2.67M | $222.1K | Added$442.4K |
| BROADWATER CAPITAL MANAGEMENT LLC | 23.2K | $2.66M | $2.64M | Added$241K |
| ONTARIO TEACHERS PENSION PLAN BOARD | 18.9K | $2.17M | $196.6K | Cut−$3.56M |
| Cresset Asset Management, LLC | 14.2K | $1.63M | $143.5K | Added$189.8K |
| IFP Advisors, Inc | 13.9K | $1.59M | — | Held |
| HARBOUR INVESTMENT MANAGEMENT LLC | 9.85K | $1.13M | — | Held |
| American State Bank (Iowa) | 9.58K | $1.1M | $99.6K | Added$99.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.38K | $387.1K | $33.3K | Added$52.9K |
| Pine Valley Investments Ltd Liability Co | 2.17K | $249.1K | $22.2K | Added$26.3K |
| Cambria Investment Management, L.P. | 2.05K | $235K | — | Held |
| Strategic Investment Advisors / MI | 1.96K | $224.5K | — | Held |
| Cape Investment Advisory, Inc. | 1.7K | $194.8K | — | Held |
| Prestige Wealth Management Group LLC | 977 | $112K | $10.1K | Added$10.4K |
| Strategic Investment Solutions, Inc. /IL | 862 | $98.8K | — | Held |
| Medallion Wealth Advisors, LLC | 332 | $38K | $3.27K | Added$3.27K |
| Scarborough Advisors, LLC | 230 | $26.4K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 192 | $22K | — | Held |
| Essential Partners LLC | 141 | $16.2K | $509 | Added$11.1K |
| KBC Group NV | 33K | $3.78K | — | Held |
| Kilter Group LLC | 29 | $3.32K | — | Held |
| Clark Wealth Partners | 21 | $2.21K | $22 | Added$444 |
| EVOLUTION WEALTH MANAGEMENT INC. | 19 | $2.18K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 14.5K | $1.66K | — | Held |
| Principia Wealth Advisory, LLC | 14 | $1.6K | — | Held |
| ADVISORS MANAGEMENT GROUP INC /ADV | 4.53K | $519 | — | Held |