Sony Group Corp. - SP ADRSONY
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 821 institutions reported holding Sony Group Corp. - SP ADR (SONY) in their 13F filings, up 33 from Q3 2025. 84 opened new positions and 78 sold out. The largest holders were Fisher Asset Management ($2.8B), Primecap Management Co. ($1.5B) and Aristotle Capital Management, LLC ($1.2B). 7 famous investors held it, including Mario Gabelli (1.2% of GAMCO Investors's portfolio), Ken Fisher (1.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Sony Group Corp. - SP ADR
- CUSIP
- 835699307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $144.3M |
| Exits | 78 | $66.0M |
All 13F filers, Q3 2025 → Q4 2025: 26,505,658 shares bought and 23,434,548 shares sold, net +3,071,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 821 holders
| Fisher Asset Management | 0.95% | Add +4.1% | 108,981,588 | $2.8B |
| Primecap Management Co. | 1.13% | Reduce -9.5% | 58,301,430 | $1.5B |
| Aristotle Capital Management, LLC | 2.31% | Reduce -4.1% | 45,090,159 | $1.2B |
| Morgan Stanley | 0.03% | Reduce -0.4% | 22,603,685 | $578.7M |
| Bank of America Corp. | 0.03% | Add +0.7% | 15,578,794 | $398.8M |
| Mondrian Investment Partners LTD | 3.73% | Reduce -9.3% | 8,684,097 | $225.8M |
| BlackRock, Inc. | 0.00% | Reduce -27.8% | 8,371,021 | $214.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +4.1% | 7,789,570 | $199.4M |
| Capital International Investors | 0.03% | Add +23.1% | 7,446,889 | $191.5M |
| Northern Trust Corp. | 0.02% | Reduce -1.9% | 7,419,447 | $189.9M |
| Harding Loevner LP | 1.59% | Reduce -6.6% | 7,042,473 | $180.3M |
| Royal Bank of Canada | 0.03% | Add +10.7% | 6,778,922 | $173.5M |
| FMR LLC | 0.01% | Add +1.5% | 6,137,083 | $157.1M |
| Clearbridge Investments, LLC | 0.12% | Reduce -4.3% | 5,608,050 | $143.6M |
| Fiduciary Management Inc. | 1.58% | Reduce -7.6% | 5,597,452 | $143.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -6.6% | 5,376,077 | $137.6M |
| Gabelli Funds LLC | 0.94% | Reduce -6.1% | 5,319,090 | $136.2M |
| Natixis Advisors, LLC | 0.19% | Reduce -3.1% | 5,229,003 | $133.9M |
| Capital World Investors | 0.02% | Add +1.5% | 5,076,516 | $130.0M |
| GAMCO Investors | 1.22% | Reduce -4.7% | 4,975,032 | $127.4M |
| Citadel Advisors | 0.09% | Add +217.5% | 4,860,362 | $124.4M |
| Qube Research & Technologies Ltd | 0.13% | Add +97.7% | 3,615,444 | $92.6M |
| Thrivent Financial for Lutherans | 0.16% | Add +1.1% | 3,411,634 | $87.3M |
| Wells Fargo & Company | 0.02% | Add +3.2% | 3,096,937 | $79.3M |
| Sei Investments Co. | 0.07% | Reduce -0.8% | 2,929,394 | $75.0M |
| UBS Group AG | 0.01% | Add +170.6% | 2,742,402 | $70.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -5.7% | 2,250,271 | $57.6M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -5.6% | 2,164,796 | $56.0M |
| JPMorgan Chase & Co. | 0.00% | Add +27.3% | 2,147,687 | $55.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.6% | 2,127,229 | $54.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.7% | 2,007,154 | $51.3M |
| American Century Companies Inc. | 0.03% | Reduce -8.8% | 1,957,039 | $50.1M |
| Clark Capital Management Group, Inc. | 0.29% | New | 1,874,551 | $48.0M |
| CIBC Private Wealth Group LLC | 0.08% | Add +4.3% | 1,838,420 | $47.1M |
| Creative Planning | 0.03% | Reduce -0.2% | 1,788,866 | $45.8M |
| Assetmark, Inc. | 0.09% | Add +15.8% | 1,690,393 | $43.3M |
| Pictet North America Advisors SA | 3.74% | Add +1.9% | 1,537,036 | $39.3M |
| Balyasny Asset Management L.P. | 0.08% | Add +112.2% | 1,527,317 | $39.1M |
| Minneapolis Portfolio Management Group, LLC | 3.97% | Add +0.8% | 1,360,772 | $34.8M |
| Handelsbanken Fonder AB | 0.09% | Reduce -5.6% | 1,176,915 | $30.1M |
| Stifel Financial Corp. | 0.02% | Add +3.5% | 1,075,996 | $27.5M |
| Neuberger Berman Group LLC | 0.02% | Add +290.9% | 1,026,584 | $26.3M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +6.4% | 994,119 | $25.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +28.0% | 973,178 | $24.9M |
| Martin Investment Management, LLC | 6.93% | Add +0.4% | 968,195 | $24.8M |
| LPL Financial LLC | 0.01% | Add +24.4% | 940,345 | $24.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.8% | 888,287 | $22.7M |
| Quantinno Capital Management LP | 0.05% | Add +15.2% | 880,318 | $22.5M |
| Todd Asset Management LLC | 0.42% | Reduce -30.4% | 833,175 | $21.3M |
| Cabot Wealth Management Inc. | 2.31% | Reduce -1.1% | 814,583 | $20.9M |
| Massachusetts Financial Services Co. | 0.01% | Add +5.1% | 789,461 | $20.2M |
| Invesco Ltd. | 0.00% | Reduce -7.4% | 786,469 | $20.1M |
| Foresight Global Investors, Inc. | 9.30% | Reduce -5.0% | 772,116 | $19.8M |
| Arnhold LLC | 1.38% | No change | 709,663 | $18.2M |
| SouthState Bank Corp | 0.81% | Add +0.4% | 703,610 | $18.0M |
| Cerity Partners LLC | 0.02% | Add +0.7% | 666,508 | $17.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 655,846 | $16.8M |
| Point72 Asset Management | 0.03% | New | 641,612 | $16.4M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 638,479 | $16.3M |
| AQR Capital Management | 0.01% | Add +36.4% | 615,912 | $15.8M |
| Lathrop Investment Management Co. | 2.81% | Reduce -0.5% | 605,727 | $15.5M |
| LMR Partners LLP | 0.20% | Reduce -46.4% | 600,000 | $15.4M |
| Cambiar Investors LLC | 0.67% | Reduce -4.7% | 589,953 | $15.1M |
| Jane Street Group, LLC | 0.02% | New | 587,578 | $15.0M |
| CapWealth Advisors, LLC | 1.32% | Add +6.3% | 587,005 | $15.0M |
| Thornburg Investment Management Inc. | 0.19% | Reduce -14.5% | 575,081 | $14.7M |
| Bank of Montreal | 0.01% | Reduce -0.1% | 572,906 | $14.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +47.7% | 563,186 | $14.4M |
| Citigroup Inc. | 0.01% | Reduce -41.4% | 553,784 | $14.2M |
| Norges Bank | 0.00% | — | 538,250 | $13.8M |
| Teachers Retirement System of the State of Kentucky | 0.10% | Reduce -29.0% | 527,900 | $13.5M |
| Ethic Inc. | 0.21% | Add +2.6% | 524,594 | $13.4M |
| Boothbay Fund Management, LLC | 0.36% | Add +8.4% | 518,868 | $13.3M |
| Millennium Management | 0.01% | Add +47.9% | 494,179 | $12.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.9% | 491,992 | $12.6M |
| Crossmark Global Holdings, Inc. | 0.17% | Reduce -10.3% | 476,404 | $12.2M |
| Mackenzie Financial Corp. | 0.01% | Add +0.5% | 474,951 | $12.2M |
| Walleye Capital LLC | 0.07% | Add +215.1% | 472,363 | $12.1M |
| Scotia Capital Inc. | 0.05% | Add +47.3% | 455,672 | $11.7M |
| Rock Point Advisors, LLC | 2.91% | Add +3.5% | 453,752 | $11.6M |
| Capital Fund Management S.A. | 0.11% | Reduce -1.2% | 448,308 | $11.5M |
| WCM Investment Management, LLC | 0.02% | Add +176.9% | 445,557 | $11.5M |
| Live Oak Private Wealth LLC | 1.53% | Reduce -2.0% | 439,144 | $11.2M |
| MML Investors Services, LLC | 0.03% | Add +16.6% | 419,417 | $10.7M |
| Cetera Investment Advisers | 0.01% | Add +36.0% | 412,484 | $10.6M |
| Henry James International Management Inc. | 3.27% | Reduce -7.9% | 404,901 | $10.4M |
| QRG Capital Management, Inc. | 0.11% | Add +5.3% | 393,561 | $10.1M |
| First Trust Advisors LP | 0.01% | Add +13.7% | 384,585 | $9.8M |
| Mariner, LLC | 0.01% | Add +3.5% | 380,847 | $9.8M |
| Capital Wealth Planning, LLC | 0.06% | Add +1.2% | 371,198 | $9.6M |
| Nixon Capital, LLC | 2.51% | Reduce -0.3% | 371,886 | $9.5M |
| Truist Financial Corp. | 0.01% | Add +2.3% | 366,922 | $9.4M |
| SummitTX Capital, L.P. | 0.28% | Add +180.8% | 362,972 | $9.3M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Reduce -4.4% | 357,314 | $9.1M |
| Oppenheimer Asset Management Inc. | 0.11% | Reduce -8.0% | 355,937 | $9.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +0.9% | 348,221 | $8.9M |
| Boston Partners | 0.01% | Reduce -6.0% | 345,070 | $8.8M |
| Pinnacle Financial Partners, Inc. | 0.07% | — | 342,289 | $8.8M |
| Markel Group | 0.07% | No change | 335,000 | $8.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.1% | 317,393 | $8.1M |
| Silvercrest Asset Management Group LLC | 0.06% | Add +1.1% | 316,032 | $8.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -63.1% | 314,544 | $8.1M |
| Abn Amro Investment Solutions | 0.12% | Reduce -7.6% | 310,300 | $7.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -42.0% | 306,106 | $7.8M |
| Cullen/Frost Bankers, Inc. | 0.09% | Reduce -27.4% | 302,201 | $7.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.3% | 299,127 | $7.7M |
| DV Equities, LLC | 1.38% | — | 298,272 | $7.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.16% | New | 297,409 | $7.6M |
| Boston Common Asset Management, LLC | 0.45% | Add +10.7% | 290,651 | $7.4M |
| Pathstone Holdings, LLC | 0.03% | Add +5.3% | 289,449 | $7.4M |
| Corient Private Wealth LP | 0.01% | Reduce -8.0% | 287,778 | $7.4M |
| Cwm, LLC | 0.02% | Reduce -0.0% | 285,862 | $7.3M |
| Bfsg, LLC | 0.71% | Reduce -0.5% | 285,366 | $7.3M |
| Focus Partners Wealth | 0.01% | Add +27.4% | 283,211 | $7.3M |
| Inlet Private Wealth, LLC | 1.64% | Reduce -5.1% | 276,774 | $7.1M |
| Captrust Financial Advisors | 0.01% | Add +52.4% | 276,693 | $7.1M |
| Renaissance Group LLC | 0.27% | Reduce -8.7% | 266,623 | $6.8M |
| Callan Family Office, LLC | 0.15% | Add +24.6% | 266,591 | $6.8M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +71.0% | 265,400 | $6.8M |
| Sit Investment Associates Inc. | 0.13% | No change | 262,250 | $6.7M |
| Eagle Global Advisors LLC | 0.25% | Reduce -1.4% | 260,896 | $6.7M |
| Ritholtz Wealth Management | 0.12% | Add +1.1% | 258,638 | $6.6M |
| Clark Estates Inc. | 1.55% | No change | 250,000 | $6.4M |
| Atria Investments, Inc | 0.07% | Add +1.3% | 241,282 | $6.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +0.4% | 237,139 | $6.1M |
| Waverly Advisors, LLC | 0.05% | Add +11.2% | 236,496 | $6.1M |
| Park Avenue Securities LLC | 0.05% | Add +26.0% | 234,732 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.9% | 229,497 | $5.9M |
| M&T Bank Corp | 0.02% | Reduce -7.6% | 229,422 | $5.9M |
| American Trust Investment Advisors, LLC | 3.04% | Add +2.2% | 222,357 | $5.7M |
| O'Brien Greene & Co. Inc | 1.69% | Add +16.8% | 221,842 | $5.7M |
| Quadrant Capital Group LLC | 0.17% | Reduce -0.0% | 221,605 | $5.7M |
| Benson Investment Management Company, Inc. | 1.95% | New | 217,150 | $5.6M |
| Trexquant Investment LP | 0.05% | New | 212,223 | $5.4M |
| State Street Corp. | 0.00% | Reduce -30.6% | 210,126 | $5.4M |
| XTX Topco Ltd | 0.14% | New | 207,259 | $5.3M |
| Timber Creek Capital Management LLC | 1.23% | Reduce -1.6% | 206,805 | $5.3M |
| Princeton Global Asset Management LLC | 0.86% | Reduce -0.6% | 206,703 | $5.3M |
| Tocqueville Asset Management L.P. | 0.08% | Add +4.6% | 204,001 | $5.2M |
| Humankind Investments LLC | 2.32% | Add +24.7% | 202,195 | $5.2M |
| Rathbones Group PLC | 0.02% | Add +31.0% | 196,275 | $5.0M |
| Cibc World Market Inc. | 0.01% | Add +9.3% | 196,221 | $5.0M |
| Vident Advisory, LLC | 0.05% | Reduce -3.2% | 194,323 | $5.0M |
| &partners | 0.02% | Add +12.6% | 185,158 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 184,852 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.1% | 178,413 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -34.1% | 178,270 | $4.6M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -13.3% | 176,877 | $4.5M |
| Vise Technologies, Inc. | 0.09% | Add +16.0% | 175,557 | $4.5M |
| NewEdge Wealth, LLC | 0.05% | Add +18.6% | 173,113 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.9% | 169,588 | $4.3M |
| Factory Mutual Insurance Co. | 0.04% | No change | 167,119 | $4.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.30% | Add +13.2% | 164,964 | $4.2M |
| Blue Square Asset Management, LLC | 1.77% | Add +0.1% | 156,079 | $4.0M |
| Aperture Investors, LLC | 0.55% | Add +66.7% | 154,731 | $4.0M |
| Signaturefd, LLC | 0.06% | Add +2.0% | 152,608 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.6% | 151,306 | $3.9M |
| JCIC Asset Management Inc. | 1.17% | Reduce -1.7% | 149,195 | $3.8M |
| Squarepoint Ops LLC | 0.01% | New | 148,175 | $3.8M |
| Marsico Capital Management LLC | 0.10% | Reduce -66.4% | 144,018 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.6% | 141,747 | $3.6M |
| Delta Capital Management LLC | 2.06% | Reduce -8.9% | 141,470 | $3.6M |
| Ravenswood Partners LP | 1.18% | Add +33.0% | 137,916 | $3.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -70.7% | 136,043 | $3.5M |
| Stamos Capital Partners, L.P. | 0.53% | Add +77.2% | 128,567 | $3.3M |
| Caprock Group, LLC | 0.07% | Add +7.7% | 126,126 | $3.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +197.5% | 126,096 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.6% | 125,166 | $3.2M |
| Ieq Capital, LLC | 0.01% | Add +7.5% | 124,054 | $3.2M |
| Naviter Wealth, LLC | 0.41% | Reduce -16.8% | 123,909 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.5% | 123,054 | $3.1M |
| Capital International, Inc. | 0.02% | No change | 122,609 | $3.1M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -17.3% | 120,387 | $3.1M |
| Forum Financial Management, LP | 0.04% | No change | 118,617 | $3.0M |
| Fifth Third Bancorp | 0.01% | Reduce -3.9% | 118,601 | $3.0M |
| Compound Planning, Inc. | 0.09% | Add +5.9% | 116,478 | $3.0M |
| Choreo, LLC | 0.04% | Reduce -0.3% | 115,416 | $3.0M |
| CWA Asset Management Group, LLC | 0.11% | New | 114,145 | $2.9M |
| Little House Capital LLC | 0.73% | Reduce -3.9% | 113,772 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 111,613 | $2.9M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 111,851 | $2.9M |
| Columbia Asset Management | 0.50% | Add +0.5% | 109,700 | $2.8M |
| Rhumbline Advisers | 0.00% | Add +32.7% | 107,525 | $2.8M |
| Brooklyn Investment Group | 0.13% | Add +89.8% | 106,186 | $2.7M |
| Walleye Trading LLC | 0.04% | Add +95.5% | 106,855 | $2.7M |
| J. Safra Sarasin Holding AG | 0.04% | Reduce -29.9% | 104,455 | $2.7M |
| Keybank National Association | 0.01% | Add +9.3% | 103,229 | $2.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.14% | Reduce -7.8% | 101,550 | $2.6M |
| Central Pacific Bank - Trust Division | 0.33% | Reduce -1.0% | 100,000 | $2.6M |
| Mill Creek Capital Advisors, LLC | 0.05% | Reduce -0.1% | 99,335 | $2.5M |
| HRT Financial LP | 0.01% | Reduce -35.5% | 98,600 | $2.5M |
| BTC Capital Management, Inc. | 0.18% | Add +0.3% | 98,152 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.8% | 97,164 | $2.5M |
| Highland Capital Management, LLC | 0.12% | Reduce -49.5% | 95,300 | $2.4M |
| Trustmark Bank Trust Department | 0.15% | Add +0.3% | 93,042 | $2.4M |
| Waldron Private Wealth LLC | 0.09% | No change | 91,525 | $2.3M |
| Ellsworth Advisors, LLC | 0.46% | Add +0.4% | 96,174 | $2.3M |
| Successful Portfolios LLC | 1.18% | Reduce -1.0% | 92,501 | $2.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.3% | 89,170 | $2.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +30.6% | 88,787 | $2.3M |
| DRW Securities, LLC | 0.17% | New | 86,469 | $2.2M |
| Old Mission Capital LLC | 0.08% | New | 85,799 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +21.5% | 85,229 | $2.2M |
| Simplex Trading, LLC | 0.06% | New | 84,514 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Add +43.4% | 84,267 | $2.2M |
| Frank, Rimerman Advisors LLC | 0.14% | Reduce -0.1% | 84,097 | $2.2M |
| Klein Pavlis & Peasley Financial, Inc. | 1.27% | Reduce -9.2% | 83,919 | $2.1M |
| Foyston, Gordon & Payne Inc | 0.47% | Reduce -1.9% | 83,675 | $2.1M |
| Vontobel Holding Ltd. | 0.01% | No change | 83,115 | $2.1M |
| Natural Investments, LLC | 0.53% | Add +4.3% | 82,856 | $2.1M |
| Barden Capital Management, Inc. | 1.72% | Reduce -0.8% | 81,939 | $2.1M |
| Marks Group Wealth Management, Inc | 0.20% | Add +4.2% | 81,534 | $2.1M |
| Ballentine Partners, LLC | 0.03% | Add +3.6% | 80,808 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Add +295.0% | 81,111 | $2.1M |
| Engineers Gate Manager LP | 0.02% | New | 80,209 | $2.1M |
| Calamos Wealth Management LLC | 0.07% | New | 79,596 | $2.0M |
| Y.D. More Investments Ltd | 0.10% | Reduce -8.0% | 78,765 | $2.0M |
| Greenleaf Trust | 0.02% | Add +4.8% | 77,565 | $2.0M |
| Aviso Financial Inc. | 0.08% | Reduce -0.9% | 77,520 | $2.0M |
| Figure 8 Investment Strategies LLC | 1.75% | Reduce -1.0% | 76,791 | $2.0M |
| SOL Capital Management CO | 0.17% | No change | 75,595 | $1.9M |
| Calamos Advisors LLC | 0.01% | Add +2.9% | 75,300 | $1.9M |
| Madison Asset Management, LLC | 0.02% | Reduce -29.1% | 74,432 | $1.9M |
| Blueshift Asset Management, LLC | 0.55% | New | 74,209 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -63.7% | 73,178 | $1.9M |
| Doliver Advisors, LP | 0.47% | Reduce -1.1% | 72,787 | $1.9M |
| Evergreen Capital Management LLC | 0.04% | Add +7.9% | 72,266 | $1.9M |
| Archford Capital Strategies, LLC | 0.21% | Reduce -11.8% | 72,040 | $1.8M |
| Earnest Partners LLC | 0.01% | Reduce -10.2% | 71,708 | $1.8M |
| Penbrook Management LLC | 1.21% | No change | 68,500 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 67,645 | $1.7M |
| Qtron Investments LLC | 0.22% | Reduce -9.2% | 67,445 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +125.1% | 67,346 | $1.7M |
| Aaron Wealth Advisors LLC | 0.10% | Add +23.2% | 66,982 | $1.7M |
| 17 Capital Partners, LLC | 0.88% | No change | 66,110 | $1.7M |
| Group One Trading LLC | 0.05% | Reduce -7.6% | 65,748 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +9.2% | 65,465 | $1.7M |
| Strategic Global Advisors, LLC | 0.26% | Add +55.9% | 65,382 | $1.7M |
| Diversify Wealth Management, LLC | 0.08% | Reduce -0.3% | 67,603 | $1.7M |
| Intrust Bank NA | 0.13% | Add +2.3% | 62,915 | $1.6M |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -11.4% | 62,778 | $1.6M |
| J. Goldman & Co LP | 0.06% | Reduce -22.7% | 61,822 | $1.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +44.3% | 60,168 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +3.5% | 58,334 | $1.5M |
| Raelipskie Partnership | 0.62% | Add +7.4% | 58,184 | $1.5M |
| Ellevest, Inc. | 0.21% | Reduce -6.0% | 58,059 | $1.5M |
| Blair William & Co. | 0.00% | Add +0.6% | 57,250 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +134.7% | 56,907 | $1.5M |
| Virtu Financial LLC | 0.06% | Add +168.4% | 56,486 | $1.4M |
| Bailard, Inc. | 0.03% | Reduce -8.9% | 56,238 | $1.4M |
| Hanson & Doremus Investment Management | 0.17% | No change | 56,226 | $1.4M |
| Dorsey Wright & Associates | 0.31% | New | 56,015 | $1.4M |
| S&co Inc. | 0.09% | No change | 55,000 | $1.4M |
| MAI Capital Management | 0.01% | Add +8.4% | 54,672 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | — | 54,145 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +5.7% | 53,323 | $1.4M |
| Smartleaf Asset Management LLC | 0.05% | Add +3.6% | 52,807 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | Add +328.7% | 52,587 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.6% | 51,867 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +30.3% | 50,752 | $1.3M |
| Intesa Sanpaolo S.p.A. | 0.08% | — | 49,719 | $1.3M |
| Confluence Investment Management LLC | 0.02% | Add +3.7% | 49,939 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -7.4% | 52,056 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -4.2% | 48,195 | $1.2M |
| GC Wealth Management RIA, LLC | 0.05% | Add +7.9% | 48,179 | $1.2M |
| Wincap Financial LLC | 0.84% | Add +1.4% | 47,614 | $1.2M |
| Dynasty Wealth Management, LLC | 0.01% | Add +4.2% | 47,595 | $1.2M |
| Portside Wealth Group, LLC | 0.16% | Add +15.3% | 47,521 | $1.2M |
| Wealth Alliance, LLC | 0.12% | Reduce -14.2% | 47,214 | $1.2M |
| Secured Retirement Advisors, LLC | 0.67% | Reduce -8.3% | 47,162 | $1.2M |
| Regions Financial Corp. | 0.01% | Add +0.1% | 47,018 | $1.2M |
| Stiles Financial Services Inc | 0.37% | Reduce -7.0% | 46,697 | $1.2M |
| Advisory Resource Group | 0.21% | Add +2.0% | 46,518 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +3.7% | 46,262 | $1.2M |
| Bridgefront Capital, LLC | 0.30% | New | 46,182 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Reduce -0.9% | 45,946 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Reduce -16.0% | 45,717 | $1.2M |
| GAMMA Investing LLC | 0.06% | Reduce -0.3% | 45,047 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | — | 44,842 | $1.1M |
| Abacus Wealth Partners, LLC | 0.11% | New | 44,731 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +7.4% | 44,428 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Add +0.3% | 43,958 | $1.1M |
| ESL Trust Services, LLC | 0.21% | No change | 43,000 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +4.8% | 42,825 | $1.1M |
| Acadian Asset Management LLC | 0.00% | New | 42,554 | $1.1M |
| DMC Group, LLC | 0.73% | Add +3.2% | 42,496 | $1.1M |
| Syon Capital LLC | 0.05% | Reduce -2.7% | 42,458 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -16.4% | 41,260 | $1.1M |
| Five Oceans Advisors | 0.37% | No change | 40,814 | $1.0M |
| Mitchell & Pahl Private Wealth, LLC | 0.43% | Add +1.1% | 40,335 | $1.0M |
| Alhambra Investment Management LLC | 0.48% | Add +2.2% | 40,244 | $1.0M |
| Composition Wealth, LLC | 0.01% | Add +3.4% | 39,866 | $1.0M |
| Gibbs Wealth Management | 0.25% | Reduce -22.7% | 40,575 | $1.0M |
| Venturi Wealth Management, LLC | 0.04% | Add +25.4% | 39,477 | $1.0M |
| Weaver Capital Management LLC | 0.21% | New | 39,363 | $1.0M |
| Personal Cfo Solutions, LLC | 0.16% | Add +32.2% | 38,475 | $985K |
| AdvisorShares Investments LLC | 0.16% | New | 38,302 | $981K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.5% | 37,358 | $956K |
| Beck Bode, LLC | 0.16% | Reduce -2.7% | 37,356 | $956K |
| Flow Traders U.S. LLC | 0.03% | Add +145.3% | 37,158 | $951K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +4.8% | 37,131 | $951K |
| Henshaw Capital LLC | 0.03% | Reduce -30.7% | 36,555 | $936K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.7% | 36,534 | $935K |
| Fiduciary Trust Co | 0.01% | Reduce -17.2% | 36,362 | $931K |
| Moors & Cabot, Inc. | 0.04% | Reduce -35.2% | 36,093 | $924K |
| Heritage Family Offices, LLP | 0.42% | Reduce -7.5% | 36,017 | $922K |
| Partners Group Holding AG | 0.06% | New | 36,000 | $922K |
| Strategic Investment Advisors / MI | 0.08% | Add +0.8% | 35,871 | $918K |
| Keel Point, LLC | 0.05% | Reduce -0.3% | 35,375 | $906K |
| PDS Planning, Inc | 0.06% | Reduce -0.3% | 34,982 | $896K |
| Sunstone Asset Management, LP | 1.44% | — | 34,926 | $894K |
| Nuveen, LLC | 0.00% | Reduce -1.3% | 34,554 | $885K |
| Kathmere Capital Management, LLC | 0.06% | Add +8.1% | 34,423 | $881K |
| West Family Investments, Inc. | 0.21% | No change | 34,228 | $876K |
| Graham Capital Management, L.P. | 0.04% | New | 34,123 | $874K |
| Sivia Capital Partners, LLC | 0.18% | Add +90.5% | 33,982 | $870K |
| Hilltop Holdings Inc. | 0.05% | Add +8.9% | 33,972 | $870K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.13% | Reduce -1.4% | 33,925 | $868K |
| SG Americas Securities, LLC | 0.00% | Reduce -29.5% | 33,792 | $865K |
| Lido Advisors, LLC | 0.00% | Add +1.1% | 30,037 | $858K |
| World Investment Advisors | 0.01% | Add +50.0% | 33,483 | $857K |
| Blue Trust, Inc. | 0.01% | Reduce -9.4% | 33,186 | $850K |
| Dynamic Technology Lab Private Ltd | 0.19% | Add +39.9% | 33,118 | $848K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +2.7% | 32,969 | $844K |
| PCM Encore, LLC | 0.18% | — | 32,873 | $842K |
| Parallel Advisors, LLC | 0.02% | Add +1.6% | 32,735 | $838K |
| Clarius Group, LLC | 0.05% | No change | 32,640 | $836K |
| Farther Finance Advisors, LLC | 0.01% | Add +92.5% | 32,539 | $833K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.5% | 32,519 | $832K |
| Future Fund LLC | 0.26% | Reduce -12.0% | 32,505 | $832K |
| Farley Capital L.P. | 0.62% | No change | 32,350 | $828K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -16.8% | 32,302 | $827K |
| Cresset Asset Management, LLC | 0.00% | Add +43.0% | 32,065 | $821K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.2% | 31,261 | $800K |
| Third View Private Wealth, LLC | 0.11% | — | 30,830 | $789K |
| Checchi Capital Advisers, LLC | 0.05% | Add +0.5% | 30,553 | $782K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 30,400 | $778K |
| Fiera Capital Corp | 0.00% | Reduce -0.9% | 30,037 | $769K |
| Quinn Opportunity Partners LLC | 0.03% | No change | 30,000 | $768K |
| Allianz SE | 0.01% | No change | 30,000 | $768K |
| Lester Murray Antman dba SimplyRich | 0.20% | Add +0.0% | 29,727 | $761K |
| Baird Financial Group, Inc. | 0.00% | Add +0.5% | 29,699 | $760K |
| Lhm, Inc. | 0.28% | Reduce -26.6% | 29,509 | $755K |
| Aprio Wealth Management, LLC | 0.04% | Add +1.4% | 28,375 | $750K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.0% | 29,065 | $744K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.8% | 29,049 | $744K |
| Versant Capital Management, Inc | 0.09% | Add +11.2% | 28,834 | $738K |
| Basecamp Wealth Advisors LLC | 0.16% | — | 28,562 | $731K |
| Financial & Tax Architects, LLC | 0.16% | Reduce -5.5% | 28,547 | $731K |
| Valeo Financial Advisors, LLC | 0.02% | Add +2.7% | 28,489 | $729K |
| Two Sigma Investments, LP | 0.00% | Reduce -5.2% | 28,363 | $726K |
| Itau Unibanco Holding S.A. | 0.02% | No change | 28,297 | $724K |
| Americana Partners, LLC | 0.02% | Add +13.9% | 28,254 | $723K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -5.6% | 28,169 | $721K |
| One Wealth Advisors, LLC | 0.09% | Add +0.0% | 27,842 | $713K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +52.6% | 27,432 | $702K |
| Norden Group LLC | 0.07% | Reduce -19.0% | 27,315 | $699K |
| Headlands Technologies LLC | 0.06% | New | 27,279 | $698K |
| Commerce Bank | 0.00% | Add +14.1% | 27,022 | $692K |
| Bayforest Capital Ltd | 0.51% | New | 26,850 | $687K |
| Mission Wealth Management, LP | 0.01% | Reduce -4.2% | 26,816 | $686K |
| TCTC Holdings, LLC | 0.02% | New | 26,813 | $686K |
| Bridgewater Advisors Inc. | 0.04% | Add +4.0% | 28,889 | $684K |
| Rehmann Capital Advisory Group | 0.04% | Add +9.0% | 26,190 | $672K |
| Parr McKnight Wealth Management Group, LLC | 0.09% | Add +0.0% | 26,002 | $666K |
| BigSur Wealth Management LLC | 0.16% | No change | 25,925 | $664K |
| Avantra Family Wealth, Inc. | 0.48% | Reduce -3.7% | 25,896 | $663K |
| IHT Wealth Management, LLC | 0.02% | Add +7.8% | 25,566 | $654K |
| Welch Group, LLC | 0.02% | Reduce -0.9% | 25,156 | $644K |
| Seed Wealth Management, Inc. | 0.44% | No change | 25,125 | $643K |
| Sage Rhino Capital LLC | 0.12% | Reduce -0.7% | 25,094 | $642K |
| Independent Advisor Alliance | 0.02% | Add +40.9% | 24,904 | $638K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.9% | 24,795 | $635K |
| Key Financial Inc | 0.11% | Reduce -0.8% | 24,265 | $621K |
| BSW Wealth Partners | 0.07% | Reduce -14.7% | 24,248 | $621K |
| Mgo One Seven LLC | 0.01% | Reduce -2.7% | 24,173 | $619K |
| BKM Wealth Management, LLC | 0.22% | Reduce -6.1% | 23,936 | $613K |
| Cordatus Wealth Management LLC | 0.14% | Reduce -4.5% | 23,634 | $605K |
| Arax Advisory Partners | 0.02% | Reduce -62.8% | 23,366 | $598K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -3.1% | 24,745 | $595K |
| Shufro Rose & Co. LLC | 0.04% | Reduce -25.8% | 22,811 | $584K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -20.3% | 22,653 | $580K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -9.4% | 22,628 | $579K |
| GeoWealth Management, LLC | 0.02% | Add +49.9% | 22,501 | $576K |
| Twelve Points Wealth Management LLC | 0.13% | No change | 23,002 | $576K |
| Janus Henderson Group PLC | 0.00% | Reduce -16.4% | 22,445 | $574K |
| May Hill Capital, LLC | 0.15% | Reduce -2.1% | 22,117 | $566K |
| Russell Investments Group, Ltd. | 0.00% | Add +25.3% | 22,104 | $566K |
| Argonautica Private Wealth Management, Inc. | 0.17% | Add +21.7% | 22,044 | $564K |
| London Co. of Virginia | 0.00% | No change | 22,000 | $563K |
| LVW Advisors, LLC | 0.06% | Add +22.3% | 21,974 | $563K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.9% | 21,921 | $561K |
| Anchyra Partners LLC | 0.17% | — | 21,755 | $557K |
| Gallacher Capital Management LLC | 0.21% | Add +0.0% | 21,627 | $554K |
| Integrated Advisors Network LLC | 0.02% | Reduce -5.3% | 21,571 | $552K |
| Dorato Capital Management | 0.41% | — | 22,825 | $550K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.5% | 24,629 | $548K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +4.7% | 21,139 | $541K |
| Pinnacle Associates Ltd. | 0.01% | No change | 21,130 | $541K |
| Fox Run Management, L.L.C. | 0.08% | New | 20,923 | $536K |
| Ascent Group, LLC | 0.02% | Add +22.5% | 20,835 | $533K |
| Cardinal Capital Management, Inc. | 0.01% | Reduce -97.5% | 15,180 | $533K |
| Berkshire Asset Management LLC | 0.02% | Add +61.5% | 20,537 | $526K |
| Diversified Management Inc. | 0.12% | — | 20,515 | $525K |
| Steadtrust LLC | 0.32% | No change | 20,400 | $522K |
| Wedmont Private Capital | 0.02% | Add +5.0% | 20,724 | $521K |
| Summitry LLC | 0.02% | Add +14.5% | 20,318 | $520K |
| Somerset Trust Co | 0.16% | Add +0.8% | 20,314 | $520K |
| Evolve Private Wealth, LLC | 0.03% | — | 20,306 | $520K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -4.3% | 20,293 | $520K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +80.9% | 20,228 | $518K |
| Rossby Financial, LCC | 0.16% | Add +5.3% | 20,211 | $517K |
| Ovata Capital Management Ltd | 0.06% | Reduce -25.9% | 20,000 | $514K |
| Fca Corp. | 0.14% | No change | 20,000 | $512K |
| Saturna Capital Corp. | 0.01% | No change | 20,000 | $512K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +42.4% | 19,531 | $501K |
| Sowell Financial Services LLC | 0.02% | Add +21.4% | 19,557 | $501K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -29.2% | 19,468 | $498K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 19,303 | $494K |
| HighPoint Advisor Group LLC | 0.01% | Add +41.2% | 19,299 | $494K |
| Optas, LLC | 0.07% | Add +0.4% | 18,713 | $479K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -7.5% | 18,682 | $478K |
| First Horizon Corp. | 0.02% | Add +0.3% | 18,553 | $475K |
| Pitcairn Wealth Advisors LLC | 0.04% | — | 18,500 | $474K |
| Brown Brothers Harriman & Co. | 0.00% | Add +71.0% | 18,087 | $463K |
| Cetera Trust Company, N.A | 0.25% | Add +3.3% | 18,025 | $461K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.7% | 17,977 | $460K |
| Savvy Advisors, Inc. | 0.01% | Add +24.5% | 17,896 | $458K |
| Hardy Reed LLC | 0.03% | Reduce -3.9% | 17,862 | $457K |
| New Republic Capital, LLC | 0.12% | Add +116.4% | 17,826 | $456K |
| Nicolet Advisory Services, LLC | 0.03% | Add +2.5% | 18,097 | $456K |
| Baron Wealth Management LLC | 0.14% | Add +1.9% | 17,253 | $442K |
| Riverwater Partners LLC | 0.17% | No change | 17,236 | $441K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +14.9% | 16,801 | $430K |
| Allworth Financial LP | 0.00% | Add +17.3% | 16,606 | $425K |
| Searle & Co. | 0.11% | No change | 16,500 | $422K |
| Seeds Investor LLC | 0.08% | Reduce -3.9% | 16,337 | $418K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +5.3% | 16,064 | $411K |
| White Knight Strategic Wealth Advisors, LLC | 0.30% | Add +9.1% | 15,925 | $408K |
| Atlas Capital Advisors Inc. | 0.05% | — | 15,859 | $406K |
| Wilkinson Global Asset Management LLC | 0.03% | Add +2.6% | 15,730 | $403K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.1% | 15,708 | $402K |
| Trust Point Inc. | 0.03% | Add +90.8% | 15,613 | $400K |
| Savant Capital, LLC | 0.00% | Add +17.5% | 15,538 | $398K |
| Baker Ellis Asset Management LLC | 0.05% | Add +99.7% | 15,525 | $397K |
| Simplicity Wealth,LLC | 0.02% | Reduce -0.4% | 15,463 | $396K |
| Aljian Capital Management, LLC | 0.08% | Reduce -3.3% | 15,085 | $386K |
| Stephens Inc. | 0.00% | Add +11.9% | 14,967 | $383K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.8% | 14,902 | $381K |
| Traveka Wealth, LLC | 0.15% | Reduce -0.7% | 14,870 | $381K |
| First American Trust, FSB | 0.03% | Reduce -2.0% | 14,845 | $380K |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.0% | 14,731 | $377K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 14,722 | $377K |
| One Wealth Capital Management, LLC | 0.16% | Add +21.5% | 14,694 | $376K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -1.7% | 14,499 | $376K |
| Laurel Oak Wealth Management, LLC | 0.06% | — | 14,520 | $372K |
| Sapient Capital LLC | 0.01% | Add +48.8% | 14,439 | $371K |
| Anchor Investment Management, LLC | 0.03% | No change | 14,440 | $370K |
| PEAK6 LLC | 0.01% | Add +514.3% | 14,400 | $369K |
| Alliancebernstein L.P. | 0.00% | Add +5.2% | 14,344 | $367K |
| Journey Strategic Wealth LLC | 0.01% | Add +6.3% | 14,341 | $367K |
| Crestwood Advisors Group, LLC | 0.01% | Add +9.0% | 14,240 | $365K |
| Dearborn Partners LLC | 0.02% | Reduce -6.7% | 13,779 | $353K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +2.9% | 13,730 | $351K |
| NorthRock Partners, LLC | 0.01% | Add +80.6% | 13,715 | $351K |
| Addison Advisors LLC | 0.08% | Reduce -0.2% | 13,659 | $350K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -29.3% | 13,492 | $345K |
| Certuity, LLC | 0.02% | Add +3.4% | 13,445 | $344K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -32.4% | 13,445 | $344K |
| Wealthspire Advisors, LLC | 0.00% | Add +111.4% | 13,405 | $343K |
| Livet Wealth, LLC | 0.21% | — | 13,405 | $343K |
| Certior Financial Group, LLC | 0.23% | Reduce -8.8% | 13,400 | $343K |
| Ameritas Advisory Services, LLC | 0.01% | Add +1861.6% | 13,378 | $342K |
| AE Wealth Management LLC | 0.00% | Add +5.4% | 13,365 | $342K |
| Wedbush Securities Inc. | 0.01% | Add +41.5% | 13,378 | $342K |
| Atlatl Advisers LLC | 0.13% | Reduce -2.9% | 13,355 | $342K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -53.0% | 13,345 | $342K |
| Chesapeake Asset Management LLC | 0.28% | No change | 13,240 | $339K |
| Everpar Advisors LLC | 0.13% | Reduce -23.1% | 13,190 | $338K |
| HUB Investment Partners, LLC | 0.01% | Add +10.8% | 13,167 | $337K |
| Florida Trust Wealth Management Co | 0.01% | Add +82.0% | 13,110 | $336K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.5% | 13,027 | $333K |
| Quantbot Technologies LP | 0.01% | New | 12,986 | $332K |
| HSBC Holdings PLC | 0.00% | Add +45.1% | 12,966 | $332K |
| Drive Wealth Management, LLC | 0.06% | Add +27.1% | 12,963 | $332K |
| South Shore Capital Advisors | 0.24% | — | 12,834 | $329K |
| Chicago Capital, LLC | 0.01% | No change | 12,615 | $323K |
| SYM FINANCIAL Corp | 0.03% | Reduce -0.8% | 12,463 | $319K |
| PFG Investments, LLC | 0.01% | Add +69.1% | 12,377 | $317K |
| Legacy Wealth Partners, LLC | 0.08% | — | 12,325 | $316K |
| Legacy Capital Group California, Inc. | 0.08% | Add +21.5% | 12,264 | $314K |
| WCG Wealth Advisors LLC | 0.01% | New | 12,261 | $314K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -66.4% | 12,249 | $314K |
| Evoke Wealth, LLC | 0.01% | Reduce -3.0% | 12,240 | $313K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -16.4% | 12,190 | $312K |
| SageView Advisory Group, LLC | 0.01% | Reduce -69.0% | 12,133 | $311K |
| Barclays PLC | 0.00% | Reduce -37.9% | 12,118 | $310K |
| Canopy Partners, LLC | 0.10% | Reduce -1.7% | 12,098 | $310K |
| Riversedge Advisors, LLC | 0.05% | Add +1.8% | 12,096 | $310K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 12,089 | $309K |
| Opes Wealth Management LLC | 0.05% | Add +0.1% | 11,980 | $307K |
| Franklin Street Advisors Inc. | 0.02% | Add +1.6% | 11,870 | $304K |
| TD Private Client Wealth LLC | 0.01% | Reduce -59.8% | 11,844 | $303K |
| Deutsche Bank AG | 0.00% | Reduce -24.4% | 11,676 | $299K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +3.6% | 11,655 | $298K |
| AlTi Global, Inc. | 0.01% | Add +34.0% | 11,630 | $298K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -8.2% | 11,615 | $297K |
| Cromwell Holdings LLC | 0.16% | No change | 11,455 | $293K |
| Frec Markets, Inc. | 0.09% | — | 11,366 | $291K |
| D.A. Davidson & Co. | 0.00% | Add +13.0% | 11,295 | $289K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.5% | 11,221 | $287K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -1.8% | 11,212 | $287K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 11,180 | $286K |
| Xponance LLC | 0.00% | Add +11.4% | 11,144 | $285K |
| Advisory Services Network, LLC | 0.00% | Add +29.8% | 11,026 | $282K |
| Abel Hall, LLC | 0.07% | Reduce -1.3% | 10,989 | $281K |
| Portland Global Advisors LLC | 0.03% | No change | 10,970 | $281K |
| Diversified Trust Co. | 0.01% | Add +0.8% | 10,909 | $279K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -5.3% | 10,788 | $276K |
| OneAscent Financial Services LLC | 0.03% | Reduce -2.4% | 10,631 | $272K |
| Crewe Advisors LLC | 0.02% | Add +0.4% | 10,596 | $271K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.2% | 10,534 | $270K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 10,480 | $268K |
| Meyer Handelman Co. | 0.01% | No change | 10,435 | $267K |
| Corient IA LP | 0.25% | Reduce -48.0% | 10,410 | $266K |
| First Citizens Bank & Trust Co. | 0.01% | Add +31.2% | 10,393 | $266K |
| Contravisory Investment Management, Inc. | 0.05% | Add +1.5% | 10,335 | $265K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -16.1% | 10,252 | $262K |
| First Foundation Advisors | 0.01% | No change | 10,120 | $259K |
| Csenge Advisory Group | 0.01% | New | 10,111 | $259K |
| Jacobi Capital Management LLC | 0.01% | No change | 10,110 | $259K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +6.9% | 10,063 | $258K |
| BFI Infinity Ltd. | 0.16% | No change | 10,000 | $256K |
| FNY Investment Advisers, LLC | 0.07% | New | 10,000 | $256K |
| Arkadios Wealth Advisors | 0.01% | Reduce -31.9% | 9,992 | $256K |
| Chesapeake Capital Corp. | 0.21% | Add +3.6% | 9,986 | $256K |
| Tidal Investments LLC | 0.00% | Reduce -91.8% | 9,986 | $256K |
| CogentBlue Wealth Advisors, LLC | 0.17% | Reduce -23.6% | 9,972 | $255K |
| Wallace Advisory Group, LLC | 0.27% | Reduce -19.2% | 9,943 | $255K |
| Choate Investment Advisors | 0.01% | No change | 9,935 | $254K |
| Arlington Trust Co LLC | 0.03% | Reduce -2.7% | 9,920 | $254K |
| Aptus Capital Advisors, LLC | 0.00% | Add +19.8% | 9,910 | $254K |
| Abundance Wealth Counselors | 0.04% | Reduce -4.8% | 9,902 | $253K |
| Simon Quick Advisors, LLC | 0.01% | Add +8.8% | 9,860 | $252K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 9,844 | $252K |
| Avior Wealth Management, LLC | 0.01% | Add +0.4% | 9,800 | $251K |
| Advisors Capital Management, LLC | 0.00% | Add +4.6% | 9,794 | $251K |
| Center For Asset Management LLC | 0.13% | New | 9,732 | $249K |
| Schroder Investment Management Group | 0.00% | Reduce -2.5% | 9,654 | $248K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 9,640 | $247K |
| Sunpointe, LLC | 0.08% | Add +5.5% | 9,454 | $242K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -3.3% | 9,443 | $242K |
| Disciplined Investors, L.L.C. | 0.16% | No change | 9,375 | $240K |
| Shelton Capital Management | 0.00% | New | 9,365 | $240K |
| Leavell Investment Management, Inc. | 0.01% | Add +9.3% | 9,200 | $236K |
| Wexford Capital LP | 0.06% | New | 9,162 | $235K |
| Brucke Financial, Inc. | 0.13% | Add +27.1% | 9,153 | $234K |
| Balefire, LLC | 0.05% | Add +27.8% | 9,116 | $233K |
| 55 North Private Wealth, LLC | 0.06% | — | 9,073 | $232K |
| LRI Investments, LLC | 0.02% | Add +9.1% | 9,060 | $232K |
| Jain Global LLC | 0.00% | New | 8,999 | $230K |
| Rothschild Investment LLC | 0.01% | Add +0.7% | 8,925 | $228K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.6% | 8,796 | $225K |
| Ingalls & Snyder LLC | 0.01% | No change | 8,760 | $224K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.5% | 8,748 | $224K |
| SVB Wealth LLC | 0.01% | Reduce -1.8% | 8,740 | $224K |
| Burns Matteson Capital Management, LLC | 0.09% | New | 8,702 | $223K |
| Bessemer Group Inc. | 0.00% | Add +16.6% | 8,533 | $219K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -5.9% | 8,419 | $216K |
| RB Capital Management, LLC | 0.05% | New | 8,380 | $215K |
| Eagle Bay Advisors LLC | 0.15% | Add +7.5% | 8,274 | $212K |
| Park Place Capital Corp | 0.04% | Add +2.3% | 8,240 | $211K |
| CreativeOne Wealth, LLC | 0.01% | Add +13.3% | 8,197 | $210K |
| Angeles Wealth Management, LLC | 0.01% | Add +15.3% | 8,181 | $209K |
| Modern Wealth Management, LLC | 0.00% | New | 8,104 | $207K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +2.8% | 8,094 | $207K |
| Curi Capital, LLC | 0.00% | Add +1.9% | 7,950 | $204K |
| Hoxton Planning & Management, LLC | 0.06% | Reduce -0.1% | 7,923 | $203K |
| Summit Financial, LLC | 0.00% | Add +5.7% | 7,886 | $202K |
| Foster Group, Inc. | 0.01% | Add +8.0% | 7,862 | $201K |
| Mairs & Power Inc. | 0.00% | No change | 7,830 | $200K |
| Leonteq Securities AG | 0.01% | Add +6704.4% | 7,825 | $200K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +72.0% | 7,716 | $198K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 7,317 | $187K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +163.2% | 7,276 | $186K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,012 | $183K |
| Huntington National Bank | 0.00% | Reduce -12.0% | 7,094 | $182K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +1965.8% | 7,003 | $179K |
| Palladiem, LLC | 0.17% | — | 6,825 | $176K |
| IFP Advisors, Inc | 0.00% | Add +23.7% | 6,827 | $175K |
| American National Bank & Trust | 0.02% | Add +13.3% | 6,640 | $170K |
| National Bank of Canada | 0.00% | New | 6,337 | $162K |
| UMB Bank, n.a. | 0.00% | Reduce -3.6% | 6,068 | $155K |
| Grove Bank & Trust | 0.02% | Reduce -1.9% | 6,028 | $154K |
| TD Waterhouse Canada Inc. | 0.00% | Add +45.8% | 5,929 | $152K |
| Maj Invest Holding A/S | 0.01% | No change | 5,500 | $141K |
| Toronto Dominion Bank | 0.00% | No change | 5,406 | $138K |
| Centaurus Financial, Inc. | 0.01% | Add +0.5% | 5,279 | $135K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,950 | $126K |
| Quent Capital, LLC | 0.01% | Add +0.2% | 4,888 | $125K |
| Parkside Financial Bank & Trust | 0.01% | Add +92.7% | 4,645 | $119K |
| Cape Investment Advisory, Inc. | 0.04% | Add +3575.8% | 4,558 | $117K |
| Wealth Preservation Advisors, LLC | 0.06% | No change | 4,500 | $115K |
| Trust Co. of Vermont | 0.00% | No change | 4,500 | $115K |
| MidFirst Bank | 0.01% | — | 4,494 | $115K |
| Hilltop National Bank | 0.03% | Reduce -9.3% | 4,433 | $113K |
| Private Trust Co. NA | 0.01% | Add +9.2% | 4,341 | $111K |
| Horizon Investments, LLC | 0.00% | Add +1.8% | 4,295 | $110K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.8% | 4,287 | $110K |
| CoreCap Advisors, LLC | 0.00% | Add +0.4% | 4,130 | $106K |
| Bruce G. Allen Investments, LLC | 0.07% | Add +5.5% | 4,103 | $105K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | — | 4,001 | $102K |
| LOM Asset Management Ltd | 0.03% | No change | 4,000 | $102K |
| Lanark Financial, Inc. | 0.01% | Add +5.8% | 3,684 | $94K |
| Manchester Capital Management LLC | 0.01% | Add +5.6% | 3,646 | $93K |
| Harbour Investments, Inc. | 0.00% | Add +68.0% | 3,487 | $89K |
| Root Financial Partners, LLC | 0.00% | Add +69.6% | 3,393 | $87K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,860 | $74K |
| Rexford Capital Inc. | 0.05% | No change | 2,815 | $72K |
| CENTRAL TRUST Co | 0.00% | Add +68.7% | 2,779 | $71K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,720 | $70K |
| Nisa Investment Advisors, LLC | 0.00% | New | 2,600 | $67K |
| Community Bank, N.A. | 0.01% | No change | 2,590 | $66K |
| Sound Income Strategies, LLC | 0.00% | Add +224.3% | 2,685 | $65K |
| Colonial Trust Co / SC | 0.01% | Reduce -4.0% | 2,515 | $64K |
| Vestor Capital, LLC | 0.01% | Reduce -89.9% | 253 | $64K |
| Ancora Advisors LLC | 0.00% | Add +333.0% | 2,490 | $64K |
| DV Trading LLC | 0.01% | — | 2,464 | $63K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -14.3% | 2,439 | $63K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -1.9% | 2,421 | $62K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 2,395 | $61K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -41.5% | 2,265 | $58K |
| Ameliora Wealth Management Ltd. | 0.02% | No change | 2,200 | $56K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 2,534 | $56K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,182 | $56K |
| Hollencrest Capital Management | 0.00% | No change | 2,095 | $54K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,070 | $53K |
| Founders Capital Management | 0.03% | No change | 2,005 | $51K |
| Fortitude Family Office, LLC | 0.01% | Add +21.3% | 1,995 | $51K |
| Fairscale Capital, LLC | 0.03% | Reduce -20.1% | 1,988 | $51K |
| Richardson Financial Services Inc. | 0.02% | New | 1,875 | $48K |
| Financial Management Professionals, Inc. | 0.00% | Add +55.6% | 1,676 | $43K |
| Zions Bancorporation, National Association | 0.00% | No change | 1,637 | $42K |
| Wellington Grp LLC | 0.01% | — | 1,612 | $41K |
| Baillie Gifford & Co. | 0.00% | New | 1,551 | $40K |
| Capital Analysts, LLC | 0.00% | No change | 1,500 | $39K |
| Operose Advisors LLC | 0.01% | No change | 1,520 | $39K |
| Trust Co. of Toledo NA | 0.00% | Add +0.4% | 1,506 | $39K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 1,500 | $38K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +5.2% | 1,466 | $38K |
| CVA Family Office, LLC | 0.00% | No change | 1,431 | $37K |
| Picton Mahoney Asset Management | 0.00% | New | 1,400 | $36K |
| Accent Capital Management, LLC | 0.02% | No change | 1,380 | $35K |
| SJS Investment Consulting Inc. | 0.00% | New | 1,369 | $35K |
| Harbor Investment Advisory, LLC | 0.00% | Add +60.1% | 1,345 | $34K |
| Triumph Capital Management | 0.01% | New | 1,321 | $34K |
| SHP Wealth Management | 0.00% | — | 1,305 | $33K |
| Tacita Capital Inc | 0.02% | No change | 1,275 | $33K |
| General Partner, Inc. | 0.02% | No change | 1,245 | $32K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,231 | $32K |
| Country Trust Bank | 0.00% | No change | 1,171 | $30K |
| Vision Retirement, LLC | 0.01% | — | 1,160 | $30K |
| Raffa Wealth Management, LLC | 0.00% | Add +8.8% | 1,151 | $29K |
| True Wealth Design, LLC | 0.01% | Reduce -16.2% | 1,146 | $29K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 1,135 | $29K |
| Twin Tree Management, LP | 0.00% | Reduce -61.3% | 1,112 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +404.1% | 1,109 | $28K |
| High Note Wealth, LLC | 0.01% | No change | 1,079 | $28K |
| Elyxium Wealth, LLC | 0.01% | New | 1,070 | $27K |
| V-Square Quantitative Management LLC | 0.00% | New | 1,050 | $27K |
| Larson Financial Group LLC | 0.00% | Reduce -18.2% | 1,043 | $27K |
| Highline Wealth Partners LLC | 0.01% | Reduce -21.2% | 1,037 | $27K |
| Signature Equity Partners, LLC | 0.01% | — | 1,015 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 985 | $25K |
| YANKCOM Partnership | 0.01% | Add +748.7% | 976 | $25K |
| TD Capital Management LLC | 0.00% | Add +5.0% | 955 | $24K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 935 | $24K |
| North Star Investment Management Corp. | 0.00% | No change | 915 | $23K |
| Bell Investment Advisors, Inc | 0.00% | Add +9.8% | 899 | $23K |
| GW&K Investment Management, LLC | 0.00% | No change | 845 | $22K |
| Advocate Investing Services LLC | 0.02% | — | 845 | $22K |
| Robinswood Financial LLC | 0.01% | No change | 835 | $21K |
| Ameriflex Group, Inc. | 0.01% | Reduce -17.8% | 830 | $21K |
| Federated Hermes, Inc. | 0.00% | Add +10.0% | 827 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 825 | $21K |
| Motco | 0.00% | No change | 804 | $21K |
| Nvwm, LLC | 0.00% | New | 800 | $20K |
| Bogart Wealth, LLC | 0.00% | Add +12.5% | 800 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +111.3% | 788 | $20K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 765 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 760 | $19K |
| Creative Financial Designs Inc. | 0.00% | Reduce -0.9% | 751 | $19K |
| Davis Capital Management | 0.01% | No change | 750 | $19K |
| Bangor Savings Bank | 0.00% | Add +148.9% | 697 | $18K |
| Spire Wealth Management | 0.00% | Reduce -86.0% | 688 | $18K |
| Navigoe, LLC | 0.01% | No change | 682 | $17K |
| Copeland Capital Management, LLC | 0.00% | No change | 660 | $17K |
| Oakworth Capital, Inc. | 0.00% | No change | 650 | $17K |
| Essential Partners LLC | 0.01% | Reduce -34.4% | 640 | $16K |
| J.Safra Asset Management Corp | 0.00% | New | 609 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 600 | $15K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -10.9% | 599 | $15K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -18.2% | 598 | $15K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -25.6% | 596 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Add +3004.6% | 683 | $15K |
| IFS Advisors, LLC | 0.01% | No change | 590 | $15K |
| Valued Wealth Advisors LLC | 0.01% | No change | 575 | $15K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 575 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 546 | $14K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +45.1% | 544 | $14K |
| Compass Financial Services Inc | 0.01% | Add +0.4% | 521 | $13K |
| Financial Consulate, Inc. | 0.00% | Add +30.7% | 515 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 510 | $13K |
| CKW Financial Group | 0.00% | Add +400.0% | 2,500 | $13K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 505 | $13K |
| Bayban | 0.01% | — | 500 | $13K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 500 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 500 | $13K |
| Tompkins Financial Corp. | 0.00% | No change | 495 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 473 | $12K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -29.0% | 465 | $12K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 458 | $12K |
| City Holding Co. | 0.00% | No change | 458 | $12K |
| Albion Financial Group | 0.00% | No change | 450 | $12K |
| NBT Bank, N.A. | 0.00% | No change | 430 | $11K |
| Ascentis Wealth Management, LLC | 0.00% | Add +83.6% | 404 | $10K |
| Proffitt & Goodson Inc. | 0.00% | Reduce -8.0% | 401 | $10K |
| CNB Bank | 0.00% | No change | 400 | $10K |
| Clean Yield Group | 0.00% | No change | 400 | $10K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 380 | $10K |
| Basepoint Wealth LLC | 0.01% | New | 370 | $9K |
| Hager Investment Management Services, LLC | 0.01% | New | 365 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 353 | $9K |
| Fairman Group, LLC | 0.01% | No change | 352 | $9K |
| Principia Wealth Advisory, LLC | 0.01% | Add +13.7% | 349 | $9K |
| Stephens Consulting, LLC | 0.00% | New | 324 | $8K |
| Montag A & Associates Inc. | 0.00% | Reduce -45.2% | 310 | $8K |
| Abound Wealth Management | 0.00% | Add +526.5% | 307 | $8K |
| Cornerstone Financial Management LLC | 0.01% | — | 306 | $8K |
| Front Row Advisors LLC | 0.00% | Add +200.0% | 300 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -63.2% | 291 | $7K |
| Archer Investment Corp | 0.00% | No change | 285 | $7K |
| CX Institutional | 0.00% | Add +342.9% | 279 | $7K |
| NFSG Corp | 0.00% | No change | 270 | $7K |
| Wellington-Altus USA Inc. | 0.00% | — | 260 | $7K |
| Westend Capital Management, LLC | 0.00% | No change | 259 | $7K |
| Bare Financial Services, Inc | 0.00% | Reduce -26.0% | 256 | $7K |
| Independence Bank of Kentucky | 0.00% | New | 251 | $6K |
| Maseco LLP | 0.00% | New | 249 | $6K |
| Dagco, Inc. | 0.00% | No change | 246 | $6K |
| Caitlin John, LLC | 0.00% | No change | 245 | $6K |
| Quaker Wealth Management, LLC | 0.00% | New | 243 | $6K |
| IMA Advisory Services, Inc. | 0.00% | New | 240 | $6K |
| Smithfield Trust Co | 0.00% | New | 220 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 229 | $6K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -4.1% | 235 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 205 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 204 | $5K |
| Bravera Wealth | 0.00% | — | 182 | $5K |
| Nemes Rush Group LLC | 0.00% | New | 177 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 173 | $4K |
| Granite FO LLC | 0.00% | No change | 160 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 160 | $4K |
| Coston, McIsaac & Partners | 0.00% | New | 190 | $4K |
| Wiser Advisor Group LLC | 0.00% | No change | 151 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 148 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 145 | $4K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 143 | $4K |
| MCF Advisors LLC | 0.00% | New | 134 | $3K |
| Benson Wealth Management INC | 0.00% | — | 129 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -26.2% | 127 | $3K |
| Gould Capital, LLC | 0.00% | No change | 125 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 115 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | New | 115 | $3K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 114 | $3K |
| West Financial Advisors, LLC | 0.00% | New | 105 | $3K |
| JNBA Financial Advisors | 0.00% | New | 104 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 100 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -78.6% | 100 | $3K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 100 | $3K |
| ORG Partners LLC | 0.00% | No change | 100 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 100 | $3K |
| Colonial Trust Advisors | 0.00% | Reduce -47.4% | 100 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 90 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 100 | $2K |
| Merited Wealth, LLC | 0.00% | — | 84 | $2K |
| American Capital Advisory, LLC | 0.00% | Reduce -1.2% | 84 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 80 | $2K |
| Byrne Asset Management LLC | 0.00% | No change | 80 | $2K |
| Stone House Investment Management, LLC | 0.00% | New | 80 | $2K |
| Lodestone Wealth Management LLC | 0.00% | New | 77 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 75 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 75 | $2K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Reduce -79.9% | 90 | $2K |
| MV Capital Management, Inc. | 0.00% | New | 65 | $2K |
| WealthCollab, LLC | 0.00% | No change | 62 | $2K |
| HM Payson & Co. | 0.00% | New | 62 | $2K |
| Estate Planners Group, LLC | 0.00% | — | 60 | $2K |
| Kilter Group LLC | 0.00% | New | 60 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 50 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 50 | $1K |
| Wealth Watch Advisors, INC | 0.00% | No change | 45 | $1K |
| Concord Wealth Partners | 0.00% | No change | 40 | $1K |
| Winch Advisory Services, LLC | 0.00% | No change | 40 | $1K |
| NCP Inc. | 0.00% | New | 40 | $1K |
| Eastern Bank | 0.00% | No change | 35 | $896 |
| First Command Advisory Services, Inc. | 0.00% | No change | 35 | $896 |
| New Millennium Group LLC | 0.00% | No change | 31 | $786 |
| Trust Co | 0.00% | New | 27 | $691 |
| Dunhill Financial, LLC | 0.00% | No change | 26 | $661 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 22 | $563 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 20 | $512 |
| Nalls Sherbakoff Group, LLC | 0.00% | New | 17 | $435 |
| Toth Financial Advisory Corp. | 0.00% | New | 15 | $384 |
| Strategic Advocates LLC | 0.00% | No change | 10 | $257 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $256 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 10 | $256 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 7 | $180 |
| Modus Advisors, LLC | 0.00% | New | 6 | $154 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 1 | $26 |
| Roble, Belko & Company, Inc | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is SONY's weight in each manager's 13F, not the share of Sony Group Corp. - SP ADR the manager owns.