| MORGAN STANLEY | 1.69M | $166.8M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.33M | $131.3M | — | Held |
| BARCLAYS PLC | 489.1K | $48.2M | $3.57M | Added$396.5K |
| TUDOR INVESTMENT CORP ET AL | 171.5K | $16.9M | — | Held |
| Cresset Asset Management, LLC | 40.2K | $3.97M | $293.3K | Added$294.3K |
| Swiss Life Asset Management Ltd | 39.2K | $3.86M | $242.9K | Added$824.6K |
| OP Asset Management Ltd | 21.3K | $2.1M | $155.5K | Cut−$1.39M |
| Sanctuary Advisors, LLC | 19.3K | $1.9M | $115K | Added$462.3K |
| Cornerstone National Bank & Trust Co | 11.6K | $1.15M | $83.5K | Added$101.4K |
| Savant Capital, LLC | 4.29K | $422.3K | $29.5K | Added$53.8K |
| Allworth Financial LP | 3.68K | $362.1K | — | Held |
| Leonteq Securities AG | 3.11K | $306.2K | $22.7K | Cut−$1.35M |
| IFP Advisors, Inc | 1.84K | $180.9K | — | Held |
| Essential Partners LLC | 358 | $35.3K | $2.61K | Cut−$28.1K |
| BROADWATER CAPITAL MANAGEMENT LLC | 277 | $27.3K | $27K | Added$2.02K |
| Medallion Wealth Advisors, LLC | 132 | $13K | $710 | Cut−$5.34K |
| Painted Porch Advisors LLC | 116 | $11.4K | — | Held |
| Prestige Wealth Management Group LLC | 103 | $10.2K | $751 | Cut−$895 |
| WFA of San Diego, LLC | 100 | $9.85K | — | Held |
| Scarborough Advisors, LLC | 62 | $6.12K | — | Held |
| Cape Investment Advisory, Inc. | 50 | $4.92K | — | Held |
| KBC Group NV | 28.1K | $2.76K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 20 | $1.97K | — | Held |
| Kilter Group LLC | 13 | $1.28K | — | Held |
| Principia Wealth Advisory, LLC | 13 | $1.28K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 12 | $1.18K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 8.92K | $879 | — | Held |
| Nalls Sherbakoff Group, LLC | 4 | $394 | $29 | Added$29 |
| FNY Investment Advisers, LLC | 735 | $72 | — | Held |