UBS Group AG-RegUBS
13F holders, Q1 2024 (March 31)536holders
7famous investors
$30.63avg. 13F price*
At the end of Q1 2024, 536 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings. The largest holders were Norges Bank ($5.1B), UBS Group AG ($4.3B) and Vanguard Group Inc. ($3.5B). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $150.6M |
| Exits | 47 | $322.9M |
Ownership 536 holders
| Norges Bank | 0.81% | Add +3.0% | 166,027,298 | $5.1B |
| UBS Group AG | 1.43% | Add +4.0% | 140,729,533 | $4.3B |
| Vanguard Group Inc. | 0.07% | Add +1.4% | 115,529,381 | $3.5B |
| Massachusetts Financial Services Co. | 0.92% | Reduce -1.1% | 100,560,956 | $3.1B |
| Credit Suisse AG/ | 2.82% | Add +4.1% | 95,397,206 | $2.9B |
| Dodge & Cox | 1.35% | Reduce -18.3% | 75,422,942 | $2.3B |
| FMR LLC | 0.13% | Add +4.7% | 63,355,587 | $1.9B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5.24% | Add +5.7% | 48,551,715 | $1.5B |
| Cevian Capital II GP LTD | 38.78% | No change | 43,787,401 | $1.3B |
| JPMorgan Chase & Co. | 0.11% | Add +144.1% | 41,856,670 | $1.3B |
| Capital World Investors | 0.19% | Add +3.1% | 38,207,664 | $1.2B |
| Pictet Asset Management Holding SA | 1.04% | Add +2.2% | 31,151,185 | $959.4M |
| Arrowstreet Capital, Limited Partnership | 0.81% | Add +79.3% | 28,558,110 | $878.0M |
| Deutsche Bank AG | 0.39% | Add +2.6% | 27,441,823 | $843.0M |
| Pzena Investment Management LLC | 2.83% | Reduce -1.6% | 29,670,539 | $823.1M |
| Goldman Sachs Group Inc. | 0.16% | Reduce -35.7% | 24,214,610 | $743.9M |
| Amundi | 0.23% | Add +11.3% | 19,370,840 | $544.7M |
| Vontobel Holding Ltd. | 3.63% | Add +50.8% | 14,737,819 | $453.4M |
| Nuveen Asset Management, LLC | 0.13% | Add +18.4% | 14,318,983 | $441.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.47% | Reduce -0.7% | 13,259,738 | $408.4M |
| Morgan Stanley | 0.03% | Reduce -5.7% | 11,511,896 | $353.6M |
| Bank of America Corp. | 0.03% | Reduce -4.9% | 10,529,350 | $323.5M |
| Citigroup Inc. | 0.35% | Add +25.6% | 10,453,764 | $321.1M |
| Bank of Montreal | 0.10% | Add +199.4% | 9,833,636 | $308.4M |
| Bank of New York Mellon Corp | 0.06% | Reduce -5.2% | 9,487,836 | $291.5M |
| Acadian Asset Management LLC | 0.87% | Add +72.7% | 8,130,150 | $250.4M |
| Canada Pension Plan Investment Board | 0.25% | Add +23.7% | 7,786,916 | $239.8M |
| Royal Bank of Canada | 0.06% | Add +0.9% | 7,650,686 | $235.0M |
| Royal London Asset Management Ltd. | 0.59% | Add +11.7% | 7,642,996 | $234.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Add +0.2% | 7,199,245 | $221.6M |
| Banque Cantonale Vaudoise | 8.63% | Add +18.1% | 7,155,610 | $220.4M |
| Wellington Management Group LLP | 0.04% | Reduce -19.8% | 6,905,185 | $212.7M |
| Russell Investments Group, Ltd. | 0.32% | Reduce -1.0% | 6,469,098 | $199.3M |
| FIL Ltd | 0.19% | Add +27.9% | 6,260,405 | $192.6M |
| ARGA Investment Management, LP | 6.32% | Add +2.7% | 6,130,386 | $188.7M |
| M&G PLC | 1.21% | — | 5,592,416 | $173.7M |
| WCM Investment Management, LLC | 0.39% | Add +14.6% | 5,310,064 | $163.1M |
| Allianz Asset Management GmbH | 0.24% | Reduce -20.0% | 4,686,781 | $144.3M |
| Natixis Advisors, LLC | 0.33% | Add +3.8% | 4,613,042 | $141.7M |
| Aviva PLC | 0.46% | Reduce -0.1% | 4,423,857 | $136.2M |
| DekaBank Deutsche Girozentrale | 0.25% | Reduce -6.6% | 4,366,422 | $134.3M |
| Korea Investment CORP | 0.31% | Add +1.2% | 3,997,005 | $123.1M |
| AXA S.A. | 0.33% | Add +130.8% | 3,535,785 | $108.6M |
| Northern Trust Corp. | 0.02% | Reduce -3.9% | 3,344,795 | $102.8M |
| Janus Henderson Group PLC | 0.05% | Reduce -4.7% | 3,247,489 | $100.0M |
| BlackRock Inc. | 0.00% | Reduce -13.3% | 3,098,946 | $95.2M |
| LGT Group Foundation | 2.06% | Add +763.0% | 2,835,384 | $87.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.7% | 2,644,548 | $81.2M |
| Patient Capital Management, LLC | 3.50% | Reduce -4.5% | 2,339,900 | $71.9M |
| Mackenzie Financial Corp. | 0.10% | Reduce -11.3% | 2,282,193 | $70.2M |
| Captrust Financial Advisors | 0.25% | Add +9.6% | 2,444,134 | $68.1M |
| Liontrust Investment Partners LLP | 0.93% | New | 2,394,745 | $66.4M |
| Compagnie Lombard Odier SCmA | 1.15% | Reduce -0.4% | 2,113,119 | $65.1M |
| CANADA LIFE ASSURANCE Co | 0.13% | Add +3.1% | 2,019,963 | $62.3M |
| Susquehanna International Securities, Ltd. | 23.46% | Add +115.0% | 1,912,678 | $58.8M |
| Brandes Investment Partners, LP | 0.74% | Reduce -4.0% | 1,868,877 | $57.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -6.0% | 1,833,327 | $56.3M |
| Border to Coast Pensions Partnership Ltd | 1.25% | No change | 1,817,211 | $55.9M |
| Invesco Ltd. | 0.01% | Reduce -8.8% | 1,799,967 | $55.3M |
| Franklin Resources Inc. | 0.02% | Add +112.2% | 1,783,358 | $54.9M |
| Public Sector Pension Investment Board | 0.39% | Add +8.3% | 1,750,244 | $53.9M |
| State of Tennessee, Department of Treasury | 0.17% | Reduce -1.6% | 1,450,258 | $44.7M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -4.8% | 1,400,270 | $43.1M |
| Alyeska Investment Group, L.P. | 0.25% | Add +333.1% | 1,299,449 | $39.9M |
| TD Asset Management Inc | 0.03% | Add +67.6% | 1,219,216 | $37.6M |
| Todd Asset Management LLC | 0.72% | Reduce -14.3% | 1,145,100 | $35.2M |
| Renaissance Technologies | 0.05% | Add +120.2% | 1,101,791 | $33.8M |
| Zurich Insurance Group Ltd | 0.30% | Add +25.0% | 1,072,560 | $33.0M |
| Levin Capital Strategies, L.P. | 3.14% | Reduce -12.7% | 1,008,310 | $31.0M |
| Raymond James & Associates | 0.02% | Reduce -0.9% | 899,740 | $27.6M |
| American Century Companies Inc. | 0.02% | Reduce -1.3% | 887,581 | $27.3M |
| GMO | 0.10% | Reduce -12.5% | 872,061 | $26.8M |
| Wells Fargo & Company | 0.01% | Add +0.5% | 833,858 | $25.6M |
| HSBC Holdings PLC | 0.02% | Reduce -66.9% | 796,706 | $24.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.3% | 722,242 | $22.2M |
| Azora Capital LP | 1.54% | Add +2.7% | 687,607 | $21.2M |
| Banque Pictet & Cie SA | 0.22% | Reduce -8.5% | 667,071 | $20.5M |
| Pictet North America Advisors SA | 2.28% | Reduce -1.1% | 662,355 | $20.4M |
| Mangrove Partners Im, LLC | 1.74% | No change | 659,546 | $20.3M |
| Mutual of America Capital Management LLC | 0.22% | No change | 657,160 | $20.2M |
| Millennium Management | 0.02% | Add +97.3% | 655,357 | $20.1M |
| Teachers Retirement System of the State of Kentucky | 0.18% | Reduce -3.8% | 655,250 | $20.1M |
| Stifel Financial Corp. | 0.02% | Add +0.6% | 595,821 | $18.3M |
| Edmond DE Rothschild Holding S.A. | 0.29% | Reduce -7.1% | 558,284 | $17.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +20.9% | 553,620 | $17.0M |
| Voya Investment Management LLC | 0.02% | Reduce -0.1% | 536,456 | $16.5M |
| Channing Global Advisors, LLC | 13.90% | Reduce -4.3% | 531,291 | $16.4M |
| Senator Investment Group LP | 0.72% | Reduce -39.7% | 512,224 | $15.7M |
| Baker Avenue Asset Management, LP | 0.61% | Add +4.0% | 512,015 | $15.7M |
| Janney Capital Management LLC | 1.04% | Reduce -27.9% | 507,340 | $15.6M |
| Moran Wealth Management, LLC | 0.49% | Add +74.7% | 496,382 | $15.2M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +9.0% | 496,213 | $15.2M |
| Henry James International Management Inc. | 4.63% | Add +10.2% | 497,783 | $15.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Add +45.8% | 459,833 | $14.4M |
| USS Investment Management Ltd | 0.12% | Reduce -0.3% | 459,354 | $14.1M |
| Quinn Opportunity Partners LLC | 1.57% | Add +3.2% | 451,587 | $13.9M |
| QRG Capital Management, Inc. | 0.17% | Add +8.7% | 446,907 | $13.7M |
| Gardner Lewis Asset Management L P | 3.49% | Add +230.3% | 377,712 | $11.6M |
| Credit Agricole S A | 0.20% | Reduce -68.1% | 407,046 | $11.4M |
| Legal & General Group Plc | 0.00% | Reduce -17.6% | 362,649 | $11.2M |
| Promethos Capital, LLC | 6.50% | New | 360,246 | $11.1M |
| Cibc World Market Inc. | 0.03% | Reduce -5.5% | 353,522 | $10.9M |
| Baader Bank Aktiengesellschaft | 0.88% | Reduce -35.2% | 350,000 | $10.8M |
| Black Diamond Capital Management, L.L.C. | 7.09% | No change | 350,000 | $10.8M |
| Philadelphia Financial Management of San Francisco, LLC | 2.24% | Reduce -6.3% | 349,396 | $10.7M |
| RBF Capital, LLC | 0.59% | No change | 340,000 | $10.4M |
| Contravisory Investment Management, Inc. | 2.24% | Reduce -2.6% | 329,691 | $10.1M |
| Maryland State Retirement & Pension System | 0.19% | Add +18.8% | 345,606 | $9.7M |
| Kite Lake Capital Management (UK) LLP | 56.32% | Reduce -55.7% | 310,227 | $9.6M |
| Prudential PLC | 0.08% | Add +15.1% | 301,443 | $9.3M |
| Rovida Advisors Inc. | 3.21% | New | 300,000 | $9.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.0% | 283,799 | $8.7M |
| First Trust Advisors LP | 0.01% | Reduce -9.2% | 266,512 | $8.2M |
| RPg Family Wealth Advisory, LLC | 2.57% | Add +99.5% | 264,266 | $8.1M |
| Value Partners Investments Inc. | 0.65% | Reduce -0.8% | 260,881 | $8.0M |
| Walleye Capital LLC | 0.09% | New | 252,251 | $7.7M |
| Susquehanna International Group Ltd. | 1.78% | New | 245,197 | $7.5M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 221,894 | $7.3M |
| PointState Capital LP | 0.22% | Reduce -60.1% | 237,382 | $7.3M |
| Neuberger Berman Group LLC | 0.01% | Add +0.4% | 235,493 | $7.2M |
| Walleye Trading LLC | 0.12% | New | 232,526 | $7.1M |
| Delta Global Management LP | 0.49% | New | 209,106 | $6.4M |
| Pathstone Holdings, LLC | 0.03% | Add +7.5% | 204,638 | $6.3M |
| Crossmark Global Holdings, Inc. | 0.12% | Reduce -4.0% | 193,424 | $5.9M |
| Oppenheimer & Co. Inc. | 0.10% | Add +3.1% | 192,203 | $5.9M |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.7% | 191,572 | $5.9M |
| Creative Planning | 0.01% | Add +12.1% | 190,538 | $5.9M |
| National Bank of Canada | 0.01% | Add +47.4% | 196,372 | $5.8M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -2.1% | 187,287 | $5.8M |
| Sei Investments Co. | 0.01% | Reduce -29.7% | 186,694 | $5.7M |
| M&T Bank Corp | 0.02% | Add +2.2% | 182,506 | $5.6M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.7% | 181,825 | $5.6M |
| Hiddenite Capital Partners LP | 6.36% | No change | 180,000 | $5.5M |
| Graham Capital Management, L.P. | 0.28% | Add +1173.9% | 170,209 | $5.2M |
| Ritholtz Wealth Management | 0.17% | Add +6.4% | 162,421 | $5.0M |
| Marshall Wace, LLP | 0.01% | Reduce -88.5% | 156,423 | $4.8M |
| Mariner, LLC | 0.01% | Add +4.7% | 155,734 | $4.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +32.9% | 151,920 | $4.7M |
| Jackson Wealth Management, LLC | 0.57% | Add +5.5% | 149,621 | $4.6M |
| AMF Tjanstepension AB | 0.03% | No change | 148,786 | $4.6M |
| Groupama Asset Managment | 0.08% | New | 146,256 | $4.5M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 145,263 | $4.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.5% | 142,990 | $4.4M |
| Quantbot Technologies LP | 0.24% | New | 140,576 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +83.5% | 138,892 | $4.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | Add +0.5% | 138,481 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +8.4% | 138,581 | $4.3M |
| Citadel Advisors | 0.00% | Add +6088.2% | 138,368 | $4.3M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Add +13.8% | 135,472 | $4.2M |
| Quantinno Capital Management LP | 0.09% | Add +38.3% | 134,528 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +0.1% | 131,254 | $4.0M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +0.1% | 131,254 | $4.0M |
| Metropolitan Life Insurance Co | 0.17% | Reduce -6.5% | 128,390 | $4.0M |
| Dorsey Wright & Associates | 1.03% | Reduce -6.8% | 128,274 | $3.9M |
| Marex Group Ltd | 0.12% | Reduce -19.1% | 123,274 | $3.8M |
| United Services Automobile Association | 0.09% | No change | 122,096 | $3.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 115,389 | $3.5M |
| Mitchell Capital Management Co. | 0.64% | Add +4.8% | 108,554 | $3.3M |
| Highland Capital Management, LLC | 0.19% | Reduce -0.8% | 106,552 | $3.3M |
| Jupiter Asset Management Ltd. | 0.03% | Reduce -65.7% | 103,993 | $3.2M |
| GTS Securities LLC | 0.09% | Reduce -1.1% | 104,064 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +4.2% | 103,796 | $3.2M |
| Metis Global Partners, LLC | 0.11% | Reduce -16.8% | 101,836 | $3.1M |
| Exane Asset Management | 2.41% | New | 101,465 | $3.1M |
| Helios Capital Management Pte. Ltd. | 2.12% | No change | 98,224 | $3.0M |
| AMJ Financial Wealth Management | 0.99% | New | 96,552 | $3.0M |
| US Bancorp \de | 0.00% | Reduce -1.6% | 87,645 | $2.7M |
| Logan Capital Management Inc. | 0.12% | Reduce -7.3% | 87,509 | $2.7M |
| Independent Advisor Alliance | 0.10% | Reduce -3.6% | 86,931 | $2.7M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -3.5% | 86,836 | $2.7M |
| SPX Gestao de Recursos Ltda | 0.23% | New | 86,700 | $2.7M |
| Squarepoint Ops LLC | 0.01% | New | 84,688 | $2.6M |
| Beach Investment Counsel Inc. | 0.32% | No change | 84,012 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +9.4% | 84,480 | $2.6M |
| Point Break Capital Management, LLC | 3.13% | Reduce -42.2% | 83,847 | $2.6M |
| Timber Creek Capital Management LLC | 0.80% | New | 83,591 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +57.4% | 79,352 | $2.4M |
| Elevation Point Wealth Partners, LLC | 0.19% | Add +13.4% | 79,269 | $2.4M |
| Equitable Trust Co. | 0.17% | Add +2.6% | 78,996 | $2.4M |
| NatWest Group plc | 0.92% | Add +4.3% | 78,176 | $2.4M |
| Bridgeway Capital Management, LLC | 0.05% | No change | 75,500 | $2.3M |
| Paragon Associates & Paragon Associates II Joint Venture | 4.11% | Reduce -25.0% | 75,000 | $2.3M |
| Gendell Jeffrey L | 0.09% | No change | 75,000 | $2.3M |
| Alaethes Wealth, LLC | 1.00% | Reduce -0.8% | 74,737 | $2.3M |
| Cloverfields Capital Group, LP | 0.76% | New | 73,531 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +19.0% | 71,451 | $2.2M |
| Simmons Bank | 0.16% | Add +0.5% | 71,166 | $2.2M |
| Toronto Dominion Bank | 0.00% | Reduce -95.0% | 70,500 | $2.2M |
| First Trust Direct Indexing L.P. | 0.16% | Add +6.9% | 69,917 | $2.1M |
| Signaturefd, LLC | 0.04% | Add +3.3% | 69,355 | $2.1M |
| Capital International Sarl | 0.07% | Add +18.6% | 69,005 | $2.1M |
| U S Global Investors Inc. | 0.17% | Add +40.2% | 68,000 | $2.1M |
| Altman Advisors, Inc. | 1.01% | Add +1.6% | 67,809 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -32.8% | 66,409 | $2.0M |
| Atria Investments, Inc | 0.03% | Reduce -11.0% | 65,443 | $2.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.6% | 65,086 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +206.3% | 65,029 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -9.8% | 63,958 | $2.0M |
| Wealth Alliance Advisory Group, LLC | 0.45% | Reduce -0.3% | 63,567 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +82.2% | 63,148 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +212.3% | 62,336 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +4.0% | 62,016 | $1.9M |
| Cigna Investments Inc. | 0.36% | Reduce -0.3% | 61,655 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.0% | 60,133 | $1.8M |
| Qtron Investments LLC | 0.26% | Add +54.6% | 58,957 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 58,892 | $1.8M |
| Parallax Volatility Advisers, L.P. | 0.06% | Add +104.1% | 58,397 | $1.8M |
| Legacy Wealth Asset Management, LLC | 0.49% | Add +2.4% | 56,937 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Reduce -27.7% | 56,924 | $1.7M |
| Forum Financial Management, LP | 0.03% | Add +4.7% | 56,356 | $1.7M |
| Lord, Abbett & Co. LLC | 0.01% | Add +1.6% | 56,100 | $1.7M |
| Banco Santander, S.A. | 0.02% | Reduce -20.0% | 55,154 | $1.7M |
| Aquatic Capital Management LLC | 0.06% | Reduce -39.5% | 54,800 | $1.7M |
| Mitchell & Pahl Private Wealth, LLC | 0.87% | Reduce -0.5% | 53,821 | $1.7M |
| JBF Capital, Inc. | 0.26% | No change | 52,500 | $1.6M |
| Massachusetts Wealth Management | 1.12% | Reduce -3.3% | 51,563 | $1.6M |
| Syon Capital LLC | 0.15% | Add +4.7% | 51,473 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +20.8% | 51,336 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +409.3% | 50,289 | $1.5M |
| Credit Capital Investments LLC | 1.90% | Reduce -23.1% | 50,000 | $1.5M |
| Inspire Trust Co, N.A. | 0.85% | Add +85.5% | 49,417 | $1.5M |
| Pitcairn Co. | 0.10% | Add +235.4% | 49,330 | $1.5M |
| Seven Eight Capital, LP | 0.16% | Reduce -1.1% | 48,666 | $1.5M |
| Greenleaf Trust | 0.01% | Add +0.2% | 47,954 | $1.5M |
| Rhumbline Advisers | 0.00% | No change | 47,643 | $1.5M |
| Ossiam | 0.03% | Reduce -72.0% | 47,264 | $1.5M |
| Wolverine Trading, LLC | 0.01% | Add +158.2% | 47,324 | $1.5M |
| Nordwand Advisors, LLC | 0.56% | No change | 46,513 | $1.4M |
| Group One Trading LLC | 0.05% | Reduce -73.2% | 45,965 | $1.4M |
| Morningstar Investment Services LLC | 0.02% | Reduce -50.0% | 44,209 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +73.2% | 45,081 | $1.4M |
| Fiera Capital Corp | 0.00% | Add +366.6% | 43,625 | $1.3M |
| Baker Ellis Asset Management LLC | 0.20% | Add +0.2% | 43,100 | $1.3M |
| Vident Advisory, LLC | 0.03% | Add +15.8% | 42,548 | $1.3M |
| Bayesian Capital Management, LP | 0.12% | New | 42,400 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -24.8% | 41,868 | $1.3M |
| Legacy Capital Group California, Inc. | 0.46% | Reduce -4.4% | 40,884 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.4% | 40,725 | $1.3M |
| Schechter Investment Advisors, LLC | 0.09% | Add +14.5% | 40,493 | $1.2M |
| Vise Technologies, Inc. | 0.24% | Add +6.4% | 40,419 | $1.2M |
| SOL Capital Management CO | 0.16% | No change | 40,330 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -6.7% | 40,222 | $1.2M |
| LGT Fund Management Co Ltd. | 0.51% | Add +198.4% | 39,388 | $1.2M |
| Lake Street Advisors Group, LLC | 0.05% | Add +6.3% | 37,665 | $1.2M |
| Gabelli Funds LLC | 0.01% | No change | 37,000 | $1.1M |
| Connective Portfolio Management, LLC | 1.99% | No change | 36,826 | $1.1M |
| Bailard, Inc. | 0.03% | Add +2.3% | 36,267 | $1.1M |
| BTC Capital Management, Inc. | 0.10% | — | 36,186 | $1.1M |
| Quadrant Capital Group LLC | 0.09% | Add +3.3% | 35,532 | $1.1M |
| Townsquare Capital LLC | 0.02% | Add +8.1% | 35,340 | $1.1M |
| Kathmere Capital Management, LLC | 0.12% | Add +4.0% | 34,652 | $1.1M |
| Zhang Financial LLC | 0.08% | Add +48.8% | 34,337 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.1% | 34,303 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -0.2% | 34,179 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.1% | 33,739 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | — | 33,971 | $1.0M |
| Centennial Bank | 0.53% | Reduce -0.6% | 33,628 | $1.0M |
| Atlas Capital Advisors Inc. | 0.16% | Reduce -2.7% | 33,367 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +34.5% | 32,967 | $1.0M |
| First Hawaiian Bank | 0.03% | Reduce -24.4% | 32,719 | $1.0M |
| Compound Planning, Inc. | 0.09% | Add +18.1% | 31,706 | $974K |
| Connable Office Inc. | 0.11% | New | 30,659 | $942K |
| AdvisorShares Investments LLC | 0.17% | Reduce -12.1% | 30,513 | $937K |
| Ballentine Partners, LLC | 0.02% | Add +14.4% | 30,076 | $924K |
| Clarius Group, LLC | 0.06% | Reduce -3.1% | 30,049 | $923K |
| Personal Cfo Solutions, LLC | 0.14% | New | 29,524 | $907K |
| Transatlantique Private Wealth LLC | 0.39% | Reduce -67.5% | 29,222 | $899K |
| Raymond James Trust N.A. | 0.02% | Reduce -4.4% | 29,111 | $894K |
| Advisors Capital Management, LLC | 0.02% | Add +3.4% | 28,554 | $877K |
| ABN AMRO Bank N.V. | 0.01% | No change | 28,300 | $868K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.0% | 28,248 | $868K |
| Fifth Third Bancorp | 0.00% | Reduce -29.9% | 27,934 | $858K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +16.8% | 27,048 | $831K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -7.6% | 26,972 | $829K |
| Cullinan Associates Inc. | 0.05% | No change | 26,500 | $814K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -6.2% | 26,360 | $810K |
| Liberty One Investment Management, LLC | 0.09% | Reduce -27.9% | 26,230 | $806K |
| Valeo Financial Advisors, LLC | 0.03% | Add +2.7% | 29,144 | $797K |
| Cookson Peirce & Co. Inc. | 0.04% | Reduce -0.6% | 25,916 | $796K |
| Stamos Capital Partners, L.P. | 0.18% | Add +50.2% | 25,690 | $789K |
| Beverly Hills Private Wealth, LLC | 0.18% | Reduce -1.8% | 25,662 | $788K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.4% | 25,263 | $776K |
| Greenwich Wealth Management LLC | 0.06% | No change | 24,847 | $763K |
| Evergreen Capital Management LLC | 0.03% | Add +5.2% | 24,088 | $740K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +33.5% | 29,916 | $737K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -10.0% | 23,469 | $721K |
| IMC-Chicago, LLC | 0.02% | New | 23,300 | $716K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.4% | 23,299 | $716K |
| Ethic Inc. | 0.02% | Add +1.2% | 22,686 | $697K |
| Compton Wealth Advisory Group, LLC | 0.19% | Add +79.4% | 22,591 | $694K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -5.1% | 22,314 | $685K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -81.9% | 21,736 | $668K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -0.2% | 20,332 | $625K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.7% | 19,949 | $613K |
| 1832 Asset Management L.P. | 0.00% | Reduce -96.6% | 19,800 | $608K |
| Virtu Financial LLC | 0.05% | Add +35.5% | 19,475 | $598K |
| Solstein Capital, LLC | 0.41% | Reduce -31.0% | 19,334 | $595K |
| Prudential Financial Inc. | 0.00% | Reduce -18.9% | 19,025 | $584K |
| Spire Wealth Management | 0.01% | Reduce -21.8% | 17,987 | $553K |
| Winning Points Advisors, LLC | 0.85% | No change | 17,821 | $551K |
| Allianz SE | 0.02% | — | 17,760 | $547K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -7.7% | 17,780 | $546K |
| SVB Wealth LLC | 0.01% | Reduce -22.0% | 17,647 | $542K |
| Wedbush Securities Inc. | 0.02% | Add +157.4% | 17,383 | $534K |
| Alps Advisors Inc. | 0.00% | Reduce -4.9% | 17,341 | $533K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -50.9% | 16,623 | $511K |
| PDS Planning, Inc | 0.05% | Add +8.2% | 16,554 | $509K |
| Sage Rhino Capital LLC | 0.12% | Add +0.8% | 16,198 | $498K |
| FDx Advisors, Inc. | 0.08% | Reduce -2.5% | 16,181 | $497K |
| HRT Financial LP | 0.00% | Reduce -22.3% | 16,162 | $496K |
| Parallel Advisors, LLC | 0.01% | Add +8.5% | 16,132 | $496K |
| Gradient Investments LLC | 0.01% | Reduce -10.4% | 16,128 | $495K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.3% | 15,324 | $471K |
| Clearstead Advisors, LLC | 0.02% | No change | 15,672 | $465K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 14,930 | $459K |
| Studio Investment Management LLC | 0.11% | Add +7.2% | 14,908 | $458K |
| First National Bank of Hutchinson | 0.30% | Add +0.5% | 14,676 | $451K |
| Dakota Wealth Management | 0.01% | Reduce -4.4% | 14,596 | $448K |
| Gallacher Capital Management LLC | 0.23% | Reduce -2.0% | 14,397 | $442K |
| Lanark Financial, Inc. | 0.04% | Reduce -4.1% | 14,281 | $438K |
| Callan Capital, LLC | 0.04% | New | 14,255 | $438K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.5% | 13,770 | $423K |
| DAVENPORT & Co LLC | 0.00% | Add +1.6% | 13,751 | $422K |
| TD Waterhouse Canada Inc. | 0.00% | Add +41.8% | 14,339 | $421K |
| Brown Advisory Inc. | 0.00% | New | 13,671 | $420K |
| Cipher Capital LP | 0.19% | New | 13,291 | $408K |
| Guggenheim Capital LLC | 0.00% | Add +52.7% | 13,175 | $405K |
| Caas Capital Management LP | 0.17% | No change | 13,000 | $399K |
| Sivia Capital Partners, LLC | 0.27% | Reduce -1.4% | 12,882 | $396K |
| American Trust Investment Advisors, LLC | 0.19% | No change | 12,780 | $393K |
| SYSTM Wealth Solutions LLC | 0.05% | Reduce -18.9% | 12,665 | $389K |
| Ieq Capital, LLC | 0.01% | Reduce -17.4% | 12,648 | $389K |
| swisspartners Advisors Ltd | 0.32% | No change | 14,000 | $388K |
| Stonegate Investment Group, LLC | 0.01% | Add +2.8% | 12,558 | $386K |
| Lindbrook Capital, LLC | 0.04% | Add +1.7% | 12,381 | $380K |
| Focus Partners Wealth | 0.00% | Reduce -13.1% | 12,312 | $378K |
| Seed Wealth Management, Inc. | 0.36% | Reduce -6.8% | 12,245 | $373K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -3.8% | 12,135 | $373K |
| Mediolanum International Funds Ltd | 0.01% | — | 13,054 | $369K |
| Ascent Group, LLC | 0.03% | Reduce -2.6% | 11,998 | $369K |
| Blue Trust, Inc. | 0.01% | Add +19.2% | 11,883 | $365K |
| Sowell Financial Services LLC | 0.02% | Add +16.3% | 11,767 | $361K |
| Bleakley Financial Group, LLC | 0.01% | Add +22.1% | 11,734 | $360K |
| Simplicity Wealth,LLC | 0.01% | New | 11,734 | $360K |
| Claro Advisors Inc. | 0.06% | Add +18.5% | 11,682 | $359K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -11.4% | 11,623 | $357K |
| Wrapmanager Inc. | 0.10% | Reduce -2.0% | 11,350 | $349K |
| Shilanski & Associates, Inc. | 0.12% | Reduce -1.2% | 11,349 | $349K |
| Financial Counselors Inc. | 0.01% | Reduce -29.7% | 11,279 | $346K |
| D'Orazio & Associates, Inc. | 0.06% | Add +3.5% | 11,264 | $346K |
| Synovus Financial Corp. | 0.00% | Add +0.6% | 11,245 | $345K |
| Tudor Investment Corporation | 0.00% | Reduce -45.0% | 11,189 | $344K |
| Investors Research Corp | 0.08% | No change | 11,118 | $342K |
| Drive Wealth Management, LLC | 0.09% | Add +4.4% | 10,751 | $330K |
| JGP Global Gestao de Recursos Ltda. | 0.21% | New | 10,723 | $329K |
| &partners | 0.04% | Add +10.9% | 10,485 | $322K |
| Werba Rubin Papier Wealth Management | 0.09% | Add +1.1% | 10,459 | $321K |
| Stephens Inc. | 0.01% | Reduce -4.1% | 10,432 | $320K |
| Caprock Group, LLC | 0.02% | Add +3.4% | 10,373 | $319K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -11.9% | 10,310 | $317K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -3.9% | 10,074 | $309K |
| GAMCO Investors | 0.00% | Add +0.6% | 10,060 | $309K |
| Diligent Investors, LLC | 0.08% | Add +0.0% | 10,051 | $309K |
| Calamos Wealth Management LLC | 0.02% | No change | 10,015 | $308K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -2.9% | 9,967 | $306K |
| Aprio Wealth Management, LLC | 0.06% | Add +9.8% | 9,956 | $306K |
| Thrivent Financial for Lutherans | 0.00% | Add +9.4% | 9,934 | $305K |
| Covenant Partners, LLC | 0.09% | Reduce -52.9% | 9,908 | $304K |
| Verition Fund Management LLC | 0.00% | Add +51.8% | 9,888 | $304K |
| Optas, LLC | 0.08% | Reduce -0.2% | 9,767 | $300K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.7% | 9,730 | $299K |
| Financial Advocates Investment Management | 0.02% | Add +2.4% | 9,584 | $294K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -12.7% | 9,507 | $292K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.5% | 9,484 | $291K |
| Mission Wealth Management, LP | 0.01% | New | 9,408 | $289K |
| Keel Point, LLC | 0.03% | Reduce -0.4% | 9,348 | $287K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +18.8% | 9,281 | $285K |
| Great Lakes Advisors, LLC | 0.00% | Add +7.3% | 9,218 | $283K |
| Chesapeake Asset Management LLC | 0.28% | Add +85.9% | 9,200 | $283K |
| Blueshift Asset Management, LLC | 0.15% | New | 9,164 | $282K |
| Commerce Bank | 0.00% | Reduce -0.2% | 9,069 | $279K |
| Avior Wealth Management, LLC | 0.01% | New | 9,005 | $277K |
| Five Oceans Advisors | 0.14% | No change | 8,771 | $269K |
| Bank Pictet & Cie (Europe) AG | 0.01% | New | 8,709 | $268K |
| Genus Capital Management Inc. | 0.03% | — | 8,704 | $267K |
| OneAscent Financial Services LLC | 0.03% | Add +7.4% | 8,595 | $264K |
| AQR Capital Management | 0.00% | New | 8,546 | $263K |
| Mgo One Seven LLC | 0.01% | Reduce -7.2% | 8,448 | $260K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -18.4% | 8,440 | $259K |
| Cozad Asset Management Inc. | 0.03% | Reduce -5.0% | 8,286 | $255K |
| Advisor OS, LLC | 0.03% | Add +7.0% | 8,238 | $253K |
| Fiduciary Trust Co | 0.00% | Add +0.0% | 8,075 | $248K |
| Hilltop Holdings Inc. | 0.03% | Reduce -0.1% | 7,990 | $246K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -19.4% | 7,871 | $242K |
| First City Capital Management, Inc. | 0.13% | Reduce -1.9% | 7,879 | $242K |
| Leuthold Group, LLC | 0.03% | New | 7,715 | $237K |
| Park National Corp. | 0.01% | Add +16.6% | 7,645 | $235K |
| Fullerton Fund Management Co Ltd. | 0.01% | Reduce -96.3% | 7,576 | $233K |
| Wedmont Private Capital | 0.02% | Add +3.2% | 7,526 | $232K |
| Central Pacific Bank - Trust Division | 0.03% | — | 7,600 | $232K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +2.3% | 8,554 | $230K |
| Sage Mountain Advisors LLC | 0.02% | Add +4.1% | 7,324 | $225K |
| Old National Bancorp | 0.01% | Reduce -24.4% | 7,318 | $225K |
| Seven Mile Advisory | 0.17% | Add +2.5% | 7,252 | $223K |
| Blair William & Co. | 0.00% | Add +0.1% | 7,187 | $221K |
| Cwm, LLC | 0.00% | Add +18.9% | 7,063 | $217K |
| Traveka Wealth, LLC | 0.10% | Add +5.0% | 7,031 | $216K |
| RMR Wealth Builders | 0.03% | No change | 6,980 | $214K |
| Calydon Capital | 0.04% | New | 7,131 | $212K |
| Axq Capital, LP | 0.05% | Reduce -53.1% | 6,900 | $212K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -3.6% | 6,891 | $212K |
| Empower Advisory Group, LLC | 0.00% | Add +1.7% | 6,850 | $210K |
| Principal Securities, Inc. | 0.01% | Reduce -31.0% | 6,767 | $208K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -42.0% | 6,718 | $206K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -89.3% | 6,594 | $203K |
| Granite Group Advisors, LLC | 0.14% | No change | 6,543 | $201K |
| IFP Advisors, Inc | 0.01% | Reduce -9.2% | 6,483 | $199K |
| GeoWealth Management, LLC | 0.01% | Reduce -15.1% | 6,278 | $193K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 5,760 | $177K |
| Whittier Trust Co. | 0.00% | No change | 5,000 | $154K |
| Financial Perspectives, Inc | 0.06% | Add +19.5% | 4,894 | $150K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -6.4% | 4,700 | $144K |
| Allworth Financial LP | 0.00% | Reduce -0.4% | 4,496 | $138K |
| UMB Bank, n.a. | 0.00% | Add +68.5% | 4,443 | $136K |
| Arax Advisory Partners | 0.01% | Add +1.7% | 4,395 | $135K |
| PEAK6 Investments LLC | 0.01% | New | 4,322 | $133K |
| Hexagon Capital Partners LLC | 0.03% | Add +11.2% | 4,166 | $128K |
| Bruce G. Allen Investments, LLC | 0.10% | Reduce -2.6% | 4,065 | $125K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +139.8% | 4,003 | $123K |
| Simplex Trading, LLC | 0.00% | Reduce -95.5% | 3,480 | $106K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.3% | 3,424 | $105K |
| Emfo, LLC | 0.08% | No change | 3,002 | $92K |
| Huntington National Bank | 0.00% | Add +2.0% | 2,744 | $84K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | No change | 2,638 | $81K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,614 | $80K |
| Rosenberg Matthew Hamilton | 0.02% | Add +6.8% | 2,624 | $80K |
| Rothschild Investment LLC | 0.01% | Add +8.9% | 2,570 | $79K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -2.1% | 2,570 | $79K |
| Harbour Investments, Inc. | 0.00% | New | 2,327 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,040 | $62K |
| Cacti Asset Management LLC | 0.00% | No change | 2,001 | $62K |
| LMR Partners LLP | 0.00% | No change | 2,000 | $62K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,000 | $61K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,952 | $60K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.4% | 1,927 | $59K |
| Activest Wealth Management | 0.03% | Add +1536.9% | 1,817 | $56K |
| TD Private Client Wealth LLC | 0.00% | Reduce -17.4% | 1,710 | $53K |
| Mather Group, Llc. | 0.00% | New | 1,661 | $51K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -1.4% | 1,624 | $50K |
| Larson Financial Group LLC | 0.00% | Add +5742.3% | 1,519 | $47K |
| RFP Financial Group LLC | 0.02% | Add +58.3% | 1,429 | $44K |
| Parkside Financial Bank & Trust | 0.01% | Add +31.6% | 1,400 | $43K |
| CKW Financial Group | 0.01% | Reduce -48.1% | 1,400 | $43K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,362 | $42K |
| Colonial Trust Advisors | 0.00% | Add +5681.8% | 1,272 | $39K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -24.7% | 1,162 | $36K |
| Continuum Advisory, LLC | 0.01% | New | 1,191 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.1% | 1,116 | $34K |
| Rakuten Securities, Inc. | 0.01% | Add +900.0% | 1,000 | $31K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +45.5% | 914 | $28K |
| Anchor Investment Management, LLC | 0.00% | No change | 891 | $27K |
| McIlrath & Eck, LLC | 0.00% | New | 871 | $27K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 758 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.8% | 691 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 746 | $23K |
| Rise Advisors, LLC | 0.01% | New | 710 | $22K |
| Headlands Technologies LLC | 0.01% | New | 676 | $21K |
| GAMMA Investing LLC | 0.00% | No change | 658 | $20K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -13.2% | 651 | $20K |
| Chilton Capital Management LLC | 0.00% | No change | 572 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | New | 524 | $16K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.2% | 524 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $15K |
| NFSG Corp | 0.01% | No change | 500 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | Add +7.4% | 496 | $15K |
| Redmont Wealth Advisors LLC | 0.02% | New | 475 | $15K |
| Key Financial Inc | 0.00% | No change | 456 | $14K |
| GW&K Investment Management, LLC | 0.00% | Add +25.1% | 464 | $14K |
| Baldwin Wealth Partners LLC | 0.00% | Add +8.5% | 448 | $14K |
| Main Street Group, LTD | 0.01% | Add +0.0% | 437 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 434 | $13K |
| Hanson & Doremus Investment Management | 0.00% | New | 432 | $13K |
| Montag A & Associates Inc. | 0.00% | No change | 414 | $13K |
| Union Savings Bank | 0.01% | No change | 410 | $13K |
| Smartleaf Asset Management LLC | 0.00% | New | 392 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +506.1% | 394 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 315 | $10K |
| Salem Investment Counselors Inc. | 0.00% | New | 314 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 311 | $10K |
| Annapolis Financial Services, LLC | 0.00% | No change | 309 | $9K |
| WR Wealth Planners, LLC | 0.00% | New | 297 | $9K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -45.0% | 274 | $8K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -91.1% | 252 | $8K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 250 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -94.5% | 261 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 235 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Add +96.6% | 230 | $7K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 222 | $7K |
| Sandy Spring Bank | 0.00% | New | 200 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -0.5% | 187 | $6K |
| WealthCollab, LLC | 0.00% | No change | 182 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 180 | $6K |
| Federated Hermes, Inc. | 0.00% | No change | 174 | $5K |
| Copeland Capital Management, LLC | 0.00% | No change | 171 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 167 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 136 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 120 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 120 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 126 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 102 | $3K |
| Bokf, NA | 0.00% | Reduce -90.3% | 100 | $3K |
| Park Place Capital Corp | 0.00% | No change | 99 | $3K |
| First Financial Corp. | 0.00% | New | 97 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 75 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $2K |
| Abound Wealth Management | 0.00% | Reduce -7.8% | 71 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | New | 75 | $2K |
| Avion Wealth | 0.00% | No change | 65 | $2K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +23.9% | 57 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 48 | $1K |
| AdvisorNet Financial, Inc | 0.00% | New | 47 | $1K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +6.3% | 17 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | New | 21 | $645 |
| Cornerstone Planning Group LLC | 0.00% | Add +500.0% | 18 | $490 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 9 | $277 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 8 | $238 |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $123 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $31 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1 | $30 |
| Assetmark, Inc. | 0.00% | Reduce -99.2% | 1 | $22 |
| Forsta Ap-Fonden | 0.00% | Reduce -42.6% | 445,261 | $0 |
| Covestor Ltd | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is UBS's weight in each manager's 13F, not the share of UBS Group AG-Reg the manager owns.