| Capital Research Global Investors | — | Add +30.4% | 5,800,755 | $240.7M |
| Voya Investment Management LLC | — | Add +114.6% | 4,868,000 | $202.0M |
| Manufacturers Life Insurance Company, The | — | Reduce -15.4% | 3,888,708 | $161.9M |
| BlackRock Inc. | — | Reduce -1.1% | 3,803,341 | $157.8M |
| Lord, Abbett & Co. LLC | — | Add +50.2% | 3,765,879 | $156.8M |
| Victory Capital Management Inc. | — | Reduce -11.4% | 2,730,922 | $113.3M |
| Franklin Resources Inc. | — | Add +1.2% | 2,347,018 | $97.4M |
| Capital International Investors | — | Reduce -21.9% | 2,197,685 | $91.2M |
| Advent Capital Management | — | Reduce -19.4% | 1,760,847 | $74.8M |
| American Century Companies Inc. | — | Reduce -6.5% | 1,646,223 | $68.5M |
| Van Eck Associates Corp. | — | Add +12.3% | 1,593,869 | $66.1M |
| MacKay Shields LLC | — | Reduce -0.9% | 1,244,233 | $51.8M |
| Calamos Advisors LLC | — | Reduce -9.2% | 1,182,860 | $49.1M |
| Clearbridge Investments, LLC | — | Add +29.1% | 1,098,969 | $45.6M |
| CBRE Investment Management Listed Real Assets LLC | — | Add +4.1% | 856,000 | $35.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | — | 800,780 | $33.2M |
| Lazard Asset Management LLC | — | Reduce -7.2% | 693,192 | $28.8M |
| FMR LLC | — | Reduce -22.9% | 636,724 | $26.4M |
| JPMorgan Chase & Co. | — | Reduce -29.9% | 636,905 | $26.4M |
| State Street Corp. | — | Reduce -10.8% | 593,444 | $24.7M |
| Kayne Anderson Capital Advisors LP | — | Add +14.6% | 589,584 | $24.5M |
| Pier 88 Investment Partners LLC | — | No change | 563,340 | $23.4M |
| Infrastructure Capital Advisors, LLC | — | Reduce -54.0% | 444,409 | $18.4M |
| Thrivent Financial for Lutherans | — | Reduce -18.6% | 404,795 | $16.8M |
| Ameriprise Financial Inc. | — | Reduce -19.4% | 367,462 | $15.3M |
| Bank of America Corp. | — | Add +4.0% | 315,015 | $13.1M |
| Sonora Investment Management Group, LLC | — | No change | 270,725 | $10.5M |
| Eagle Asset Management Inc. | — | Reduce -3.4% | 205,939 | $8.5M |
| Nuveen Asset Management, LLC | — | Add +0.2% | 175,477 | $7.3M |
| Russell Investments Group, Ltd. | — | Reduce -21.9% | 8,205,900 | $6.8M |
| Neuberger Berman Group LLC | — | Reduce -0.9% | 163,015 | $6.8M |
| Rational Advisors, Inc. | — | No change | 150,700 | $6.3M |
| Federated Hermes, Inc. | — | No change | 129,000 | $5.4M |
| Wellington Management Group LLP | — | Reduce -0.3% | 126,433 | $5.2M |
| Wells Fargo & Company | — | Reduce -1.0% | 121,595 | $5.0M |
| Gabelli Funds LLC | — | Reduce -22.8% | 105,000 | $4.4M |
| Monashee Investment Management LLC | — | New | 100,000 | $4.1M |
| Morgan Stanley | — | Add +17.7% | 89,922 | $3.7M |
| Meridian Wealth Management, LLC | — | New | 86,875 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -2.3% | 74,405 | $3.1M |
| Janney Montgomery Scott LLC | — | Reduce -3.3% | 68,559 | $2.8M |
| Ssi Investment Management LLC | — | Reduce -84.2% | 65,190 | $2.7M |
| AEGON USA Investment Management, LLC | — | Reduce -37.9% | 60,282 | $2.5M |
| Sei Investments Co. | — | Reduce -22.1% | 53,810 | $2.2M |
| Kestra Private Wealth Services, LLC | — | Reduce -3.8% | 42,750 | $1.8M |
| KCM Investment Advisors LLC | — | New | 39,156 | $1.6M |
| LPL Financial LLC | — | Reduce -73.2% | 38,014 | $1.6M |
| Kestra Advisory Services, LLC | — | Add +14.7% | 24,967 | $1.0M |
| Essex Financial Services, Inc. | — | Add +30.0% | 22,055 | $987K |
| Dakota Wealth Management | — | No change | 19,420 | $806K |
| Envestnet Asset Management Inc. | — | Add +13.6% | 18,654 | $774K |
| Jennison Associates LLC | — | No change | 15,911 | $660K |
| Darden Wealth Group Inc | — | Reduce -4.0% | 15,572 | $646K |
| Oppenheimer & Co. Inc. | — | Add +35.2% | 14,605 | $606K |
| Calamos Wealth Management LLC | — | Add +1.8% | 13,204 | $548K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | — | New | 10,000 | $415K |
| Raymond James Financial Services Advisors, Inc. | — | Reduce -1.4% | 8,708 | $361K |
| GAMCO Investors | — | Reduce -33.3% | 8,000 | $332K |
| Oppenheimer Asset Management Inc. | — | New | 7,489 | $311K |
| Principle Wealth Partners LLC | — | No change | 7,430 | $308K |
| Lanark Financial, Inc. | — | Add +5.4% | 6,128 | $254K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | Reduce -17.6% | 5,950 | $247K |
| Steward Partners Investment Advisory, LLC | — | Add +17.0% | 5,500 | $228K |
| Stephens Inc. | — | Reduce -0.1% | 5,481 | $227K |
| Wealth Enhancement Advisory Services, LLC | — | New | 5,354 | $222K |
| Teton Advisors, Inc. | — | New | 5,000 | $207K |
| Annis Gardner Whiting Capital Advisors, LLC | — | No change | 2,743 | $114K |
| Colonial Trust Advisors | — | No change | 1,053 | $44K |
| Comerica Bank | — | Reduce -1.9% | 876 | $36K |
| Global Retirement Partners, LLC | — | Add +5.5% | 593 | $25K |
| UBS Group AG | — | Add +4.6% | 523 | $22K |
| Tower Research Capital LLC (TRC) | — | Reduce -3.7% | 521 | $22K |
| Blair William & Co. | — | New | 319 | $13K |
| Winthrop Capital Management, LLC | — | No change | 200 | $8K |
| Larson Financial Group LLC | — | New | 162 | $7K |
| UMB Bank, n.a. | — | No change | 105 | $4K |
| Ashton Thomas Securities, LLC | — | — | 102 | $4K |
| Rothschild Investment LLC | — | New | 58 | $2K |
| Alken Asset Management Ltd | — | No change | 35,000 | $1K |
| Bank of Montreal | — | No change | 26 | $1K |
| Cwm, LLC | — | No change | 36 | $1K |
| Johnson Financial Group, Inc. | — | New | 18 | $747 |