UBS Group AG-RegUBS
13F holders, Q2 2024 (June 30)553holders +17
68new positions
55sold out
10famous investors
$29.42avg. 13F price*
At the end of Q2 2024, 553 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 17 from Q1 2024. 68 opened new positions and 55 sold out. The largest holders were Norges Bank ($5.0B), UBS Group AG ($4.6B) and Vanguard Group Inc. ($3.7B). 10 famous investors held it, including Andreas Halvorsen (0.6% of Viking Global Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Jeremy Grantham (0.0% of GMO'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $2.9B |
| Exits | 55 | $336.5M |
All 13F filers, Q1 2024 → Q2 2024: 190,504,040 shares bought and 73,751,739 shares sold, net +116,752,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 553 holders
| Norges Bank | 0.74% | Add +1.4% | 168,288,869 | $5.0B |
| UBS Group AG | 1.42% | Add +11.3% | 156,592,494 | $4.6B |
| Vanguard Group Inc. | 0.07% | Add +8.2% | 124,943,066 | $3.7B |
| Massachusetts Financial Services Co. | 0.89% | Reduce -2.4% | 98,123,310 | $2.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.76% | New | 89,043,128 | $2.6B |
| Dodge & Cox | 1.30% | Reduce -2.6% | 73,442,242 | $2.2B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5.18% | Add +11.3% | 54,060,137 | $1.6B |
| FMR LLC | 0.09% | Reduce -22.1% | 49,329,403 | $1.5B |
| Cevian Capital II GP LTD | 43.57% | No change | 43,787,401 | $1.3B |
| JPMorgan Chase & Co. | 0.11% | Add +1.9% | 42,664,848 | $1.3B |
| Capital World Investors | 0.19% | Add +2.8% | 39,269,674 | $1.1B |
| Arrowstreet Capital, Limited Partnership | 0.86% | Add +16.7% | 33,338,213 | $982.4M |
| Pictet Asset Management Holding SA | 1.01% | Reduce -3.9% | 29,928,576 | $880.9M |
| Legal & General Group Plc | 0.23% | Add +7614.5% | 27,976,521 | $823.5M |
| Pzena Investment Management LLC | 2.79% | Add +0.9% | 29,951,235 | $792.2M |
| Deutsche Bank AG | 0.28% | Reduce -23.0% | 21,118,236 | $623.8M |
| Amundi | 0.22% | Reduce -3.9% | 18,609,449 | $564.6M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -26.8% | 17,724,101 | $523.6M |
| Vontobel Holding Ltd. | 1.54% | Add +9.4% | 16,117,613 | $474.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.42% | Reduce -3.0% | 12,860,064 | $378.6M |
| Nuveen Asset Management, LLC | 0.11% | Reduce -14.1% | 12,300,721 | $362.3M |
| Wellington Management Group LLP | 0.06% | Add +65.1% | 11,401,590 | $335.6M |
| Morgan Stanley | 0.02% | Reduce -13.1% | 10,009,640 | $295.7M |
| Acadian Asset Management LLC | 0.89% | Add +20.3% | 9,779,265 | $287.8M |
| Bank of New York Mellon Corp | 0.05% | Reduce -3.9% | 9,119,874 | $269.4M |
| Bank of America Corp. | 0.02% | Reduce -18.0% | 8,630,696 | $255.0M |
| Canada Pension Plan Investment Board | 0.25% | Add +10.8% | 8,630,819 | $254.0M |
| Royal Bank of Canada | 0.06% | Add +2.8% | 7,864,798 | $232.3M |
| Banque Cantonale Vaudoise | 8.95% | Add +6.7% | 7,631,688 | $224.6M |
| Royal London Asset Management Ltd. | 0.54% | Reduce -7.0% | 7,105,268 | $209.9M |
| FIL Ltd | 0.21% | Add +13.1% | 7,081,061 | $208.5M |
| Citigroup Inc. | 0.20% | Reduce -32.5% | 7,060,099 | $207.8M |
| ARGA Investment Management, LP | 6.74% | Add +6.3% | 6,519,904 | $192.0M |
| Russell Investments Group, Ltd. | 0.27% | Reduce -11.9% | 5,696,198 | $167.6M |
| WCM Investment Management, LLC | 0.37% | Reduce -0.7% | 5,275,437 | $155.3M |
| Viking Global Investors | 0.59% | New | 5,186,506 | $152.7M |
| Susquehanna International Securities, Ltd. | 54.33% | Add +162.3% | 5,016,425 | $148.2M |
| Natixis Advisors, LLC | 0.32% | Add +7.3% | 4,949,855 | $146.2M |
| DekaBank Deutsche Girozentrale | 0.25% | Add +7.6% | 4,698,760 | $141.2M |
| AXA S.A. | 0.39% | Add +25.6% | 4,441,397 | $131.2M |
| M&G PLC | 0.87% | Reduce -21.8% | 4,372,181 | $126.5M |
| Aviva PLC | 0.35% | Reduce -5.5% | 4,181,176 | $123.0M |
| Allianz Asset Management GmbH | 0.20% | Reduce -11.6% | 4,145,372 | $122.0M |
| Korea Investment CORP | 0.28% | Reduce -4.3% | 3,826,322 | $112.6M |
| BlackRock Inc. | 0.00% | Add +22.0% | 3,780,238 | $111.7M |
| LGT Group Foundation | 1.60% | Add +21.0% | 3,429,731 | $101.3M |
| Northern Trust Corp. | 0.02% | Add +0.8% | 3,370,203 | $99.6M |
| Ameriprise Financial Inc. | 0.02% | Add +7.0% | 2,828,923 | $83.2M |
| Liontrust Investment Partners LLP | 1.06% | Add +6.0% | 2,537,727 | $74.7M |
| Optiver Holding B.V. | 1.41% | New | 2,467,461 | $72.9M |
| Compagnie Lombard Odier SCmA | 1.23% | Add +17.1% | 2,474,995 | $72.9M |
| Captrust Financial Advisors | 0.21% | Reduce -10.6% | 2,184,024 | $64.5M |
| HSBC Holdings PLC | 0.04% | Add +172.9% | 2,173,977 | $63.9M |
| Bank of Montreal | 0.02% | Reduce -78.1% | 2,149,849 | $63.8M |
| Invesco Ltd. | 0.01% | Add +14.0% | 2,052,602 | $60.6M |
| Patient Capital Management, LLC | 3.18% | Reduce -13.3% | 2,028,937 | $59.9M |
| Janus Henderson Group PLC | 0.03% | Reduce -37.5% | 2,029,403 | $59.7M |
| Mackenzie Financial Corp. | 0.08% | Reduce -19.0% | 1,848,918 | $54.4M |
| CANADA LIFE ASSURANCE Co | 0.10% | Reduce -9.6% | 1,825,562 | $53.8M |
| Border to Coast Pensions Partnership Ltd | 1.26% | No change | 1,817,211 | $53.5M |
| Public Sector Pension Investment Board | 0.34% | Add +3.6% | 1,813,088 | $53.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.6% | 1,767,391 | $52.2M |
| Brandes Investment Partners, LP | 0.63% | Reduce -7.2% | 1,734,460 | $51.2M |
| Caisse de depot et placement du Quebec | 0.11% | New | 1,570,650 | $46.2M |
| Franklin Resources Inc. | 0.01% | Reduce -13.7% | 1,539,143 | $45.2M |
| State of Tennessee, Department of Treasury | 0.16% | Add +0.5% | 1,458,013 | $42.9M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -0.7% | 1,390,667 | $40.9M |
| TD Asset Management Inc | 0.04% | Add +9.6% | 1,335,628 | $39.3M |
| Todd Asset Management LLC | 0.63% | Reduce -10.1% | 1,029,044 | $30.4M |
| Raymond James & Associates | 0.02% | Add +11.4% | 1,002,585 | $29.6M |
| Levin Capital Strategies, L.P. | 2.89% | Reduce -8.2% | 925,229 | $27.3M |
| American Century Companies Inc. | 0.02% | Add +3.0% | 914,241 | $27.0M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 841,483 | $24.9M |
| Alliancebernstein L.P. | 0.01% | Add +8.7% | 785,176 | $23.2M |
| Alyeska Investment Group, L.P. | 0.13% | Reduce -43.0% | 741,390 | $21.9M |
| J. Safra Sarasin Holding AG | 0.40% | — | 737,478 | $21.7M |
| Zurich Insurance Group Ltd | 0.18% | Reduce -34.0% | 708,352 | $20.9M |
| Neuberger Berman Group LLC | 0.02% | Add +195.8% | 696,576 | $20.6M |
| Jupiter Asset Management Ltd. | 0.19% | Add +564.1% | 690,642 | $20.3M |
| Credit Agricole S A | 0.12% | Add +64.3% | 668,986 | $19.8M |
| Banque Pictet & Cie SA | 0.20% | Reduce -0.6% | 663,400 | $19.5M |
| Pictet North America Advisors SA | 2.12% | No change | 662,355 | $19.5M |
| Mangrove Partners Im, LLC | 1.78% | No change | 659,546 | $19.5M |
| Renaissance Technologies | 0.03% | Reduce -44.3% | 614,091 | $18.1M |
| Teachers Retirement System of the State of Kentucky | 0.16% | Reduce -10.5% | 586,250 | $17.3M |
| Stifel Financial Corp. | 0.02% | Reduce -4.9% | 566,438 | $16.7M |
| Channing Global Advisors, LLC | 13.77% | Add +5.3% | 559,170 | $16.5M |
| Edmond DE Rothschild Holding S.A. | 0.28% | Reduce -1.7% | 548,786 | $16.1M |
| Voya Investment Management LLC | 0.02% | Add +1.7% | 545,346 | $16.1M |
| Baker Avenue Asset Management, LP | 0.51% | Reduce -0.6% | 508,887 | $15.0M |
| Mutual of America Capital Management LLC | 0.16% | Reduce -22.7% | 508,106 | $14.9M |
| Moran Wealth Management, LLC | 0.49% | Add +0.9% | 500,759 | $14.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Add +6.2% | 488,374 | $14.4M |
| Janney Capital Management LLC | 1.00% | Reduce -5.7% | 478,605 | $14.1M |
| USS Investment Management Ltd | 0.11% | Add +2.0% | 468,792 | $13.8M |
| Henry James International Management Inc. | 4.54% | Reduce -12.7% | 434,647 | $12.8M |
| O'shaughnessy Asset Management, LLC | 0.13% | Reduce -13.5% | 429,391 | $12.7M |
| QRG Capital Management, Inc. | 0.14% | Reduce -8.3% | 409,680 | $12.1M |
| Promethos Capital, LLC | 4.50% | Add +11.3% | 400,804 | $11.9M |
| Gardner Lewis Asset Management L P | 3.11% | No change | 377,712 | $11.2M |
| Cibc World Market Inc. | 0.03% | Add +1.8% | 359,963 | $10.6M |
| Black Diamond Capital Management, L.L.C. | 6.25% | No change | 350,000 | $10.3M |
| Baader Bank Aktiengesellschaft | 0.81% | No change | 350,000 | $10.3M |
| M&T Bank Corp | 0.03% | Add +86.6% | 340,597 | $10.0M |
| RBF Capital, LLC | 0.56% | Reduce -4.4% | 325,000 | $9.6M |
| Contravisory Investment Management, Inc. | 2.10% | Reduce -2.8% | 320,464 | $9.5M |
| Maryland State Retirement & Pension System | 0.17% | Reduce -10.2% | 310,258 | $9.1M |
| Jefferies Financial Group Inc. | 0.19% | Add +1316.6% | 307,917 | $9.1M |
| BNP Paribas Financial Markets | 0.01% | Add +282.6% | 303,636 | $9.0M |
| Prudential PLC | 0.06% | Add +0.1% | 301,794 | $8.9M |
| Rovida Advisors Inc. | 3.15% | No change | 300,000 | $8.8M |
| MetLife Investment Management, LLC | 0.05% | Add +63.8% | 297,823 | $8.7M |
| Graham Capital Management, L.P. | 0.55% | Add +73.2% | 294,709 | $8.7M |
| Toronto Dominion Bank | 0.01% | Add +286.3% | 272,309 | $8.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -4.3% | 271,479 | $8.0M |
| RPg Family Wealth Advisory, LLC | 2.57% | Reduce -0.1% | 264,084 | $7.8M |
| Value Partners Investments Inc. | 0.67% | No change | 260,881 | $7.7M |
| Pathstone Holdings, LLC | 0.03% | Add +24.4% | 254,626 | $7.5M |
| GMO | 0.03% | Reduce -70.8% | 254,402 | $7.5M |
| Citadel Advisors | 0.01% | Add +79.7% | 248,599 | $7.3M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 221,894 | $7.0M |
| Exane Asset Management | 4.64% | Add +121.5% | 224,773 | $6.6M |
| Quinn Opportunity Partners LLC | 0.74% | Reduce -52.0% | 216,629 | $6.4M |
| Creative Planning | 0.01% | Add +10.0% | 209,672 | $6.2M |
| LGT Fund Management Co Ltd. | 0.74% | Add +412.2% | 201,730 | $6.0M |
| National Bank of Canada | 0.01% | Reduce -0.2% | 195,952 | $5.9M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +2887.8% | 197,013 | $5.8M |
| Sei Investments Co. | 0.01% | Add +0.8% | 188,230 | $5.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +23.1% | 186,953 | $5.5M |
| Crossmark Global Holdings, Inc. | 0.11% | Reduce -3.8% | 186,080 | $5.5M |
| AMJ Financial Wealth Management | 1.70% | Add +91.8% | 185,183 | $5.5M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -3.2% | 181,262 | $5.3M |
| Point72 Hong Kong Ltd | 0.31% | New | 173,599 | $5.1M |
| First Trust Advisors LP | 0.01% | Reduce -35.2% | 172,702 | $5.1M |
| LPL Financial LLC | 0.00% | Add +17.6% | 170,835 | $5.0M |
| Mariner, LLC | 0.01% | Add +4.0% | 162,015 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +122.4% | 158,931 | $4.7M |
| Sienna Gestion | 0.41% | New | 156,978 | $4.6M |
| Clearbridge Investments, LLC | 0.00% | Reduce -18.7% | 155,814 | $4.6M |
| Ritholtz Wealth Management | 0.15% | Reduce -4.5% | 155,073 | $4.6M |
| AMF Tjanstepension AB | 0.03% | No change | 148,786 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.0% | 147,298 | $4.4M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +9.2% | 147,915 | $4.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | Add +2.0% | 141,213 | $4.2M |
| Quantinno Capital Management LP | 0.07% | Add +4.6% | 140,741 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.3% | 136,774 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +1.8% | 133,625 | $3.9M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +1.8% | 133,625 | $3.9M |
| Dorsey Wright & Associates | 0.97% | Reduce -1.7% | 126,105 | $3.7M |
| United Services Automobile Association | 0.09% | Add +1.8% | 124,237 | $3.7M |
| Cresset Asset Management, LLC | 0.01% | Add +30.3% | 110,041 | $3.3M |
| Two Sigma Advisers, LP | 0.01% | New | 107,856 | $3.2M |
| Mitchell Capital Management Co. | 0.56% | Reduce -1.1% | 107,374 | $3.2M |
| Metis Global Partners, LLC | 0.11% | Add +2.2% | 104,114 | $3.1M |
| Point Break Capital Management, LLC | 3.30% | Add +22.8% | 102,927 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.4% | 102,276 | $3.0M |
| D. E. Shaw & Co. | 0.00% | New | 99,610 | $2.9M |
| Systrade AG | 5.02% | New | 100,000 | $2.9M |
| Highland Capital Management, LLC | 0.17% | Reduce -7.8% | 98,272 | $2.9M |
| Helios Capital Management Pte. Ltd. | 1.88% | No change | 98,224 | $2.9M |
| NatWest Group plc | 0.93% | Add +17.4% | 91,770 | $2.7M |
| US Bancorp \de | 0.00% | Add +4.3% | 91,388 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | New | 88,900 | $2.6M |
| Cerity Partners LLC | 0.01% | Reduce -36.3% | 88,495 | $2.6M |
| Jackson Wealth Management, LLC | 0.55% | Reduce -41.6% | 87,393 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -15.8% | 87,343 | $2.6M |
| Independent Advisor Alliance | 0.09% | Reduce -0.9% | 86,141 | $2.5M |
| Timber Creek Capital Management LLC | 0.76% | Add +2.5% | 85,659 | $2.5M |
| Logan Capital Management Inc. | 0.11% | Reduce -3.5% | 84,485 | $2.5M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -5.0% | 82,516 | $2.4M |
| Beach Investment Counsel Inc. | 0.29% | Reduce -3.9% | 80,756 | $2.4M |
| Permanent Capital Management, LP | 0.49% | — | 69,327 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +55.0% | 77,924 | $2.3M |
| Equitable Trust Co. | 0.16% | Reduce -1.8% | 77,597 | $2.3M |
| Inspire Trust Co, N.A. | 0.75% | Add +54.6% | 76,417 | $2.3M |
| Alaethes Wealth, LLC | 0.92% | Add +1.2% | 75,657 | $2.2M |
| Gendell Jeffrey L | 0.08% | No change | 75,000 | $2.2M |
| Cloverfields Capital Group, LP | 0.74% | Add +0.8% | 74,087 | $2.2M |
| First Trust Direct Indexing L.P. | 0.13% | Add +4.8% | 73,273 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -62.0% | 73,101 | $2.2M |
| Marex Group Ltd | 0.06% | Reduce -40.9% | 72,914 | $2.2M |
| Signaturefd, LLC | 0.04% | Add +4.7% | 72,636 | $2.1M |
| Banco Santander, S.A. | 0.03% | Add +29.2% | 71,281 | $2.1M |
| Quantbot Technologies LP | 0.10% | Reduce -50.1% | 70,089 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +6.2% | 69,478 | $2.1M |
| U S Global Investors Inc. | 0.19% | No change | 68,000 | $2.0M |
| Altman Advisors, Inc. | 1.14% | Add +0.1% | 67,912 | $2.0M |
| Capital International Sarl | 0.06% | Reduce -5.2% | 65,445 | $1.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.0% | 65,112 | $1.9M |
| Investment House LLC | 0.11% | New | 64,818 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +3.6% | 64,574 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +24.9% | 64,098 | $1.9M |
| Wealth Alliance Advisory Group, LLC | 0.42% | No change | 63,567 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -5.0% | 63,068 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.15% | Reduce -20.9% | 62,721 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +0.1% | 62,059 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -4.9% | 61,847 | $1.8M |
| Fiera Capital Corp | 0.01% | Add +40.9% | 61,459 | $1.8M |
| Cigna Investments Inc. | 0.34% | No change | 61,655 | $1.8M |
| Pitcairn Co. | 0.11% | Add +24.1% | 61,212 | $1.8M |
| Legacy Wealth Asset Management, LLC | 0.50% | Add +5.8% | 60,267 | $1.8M |
| Choreo, LLC | 0.03% | New | 58,449 | $1.7M |
| Groupama Asset Managment | 0.02% | Reduce -60.0% | 58,428 | $1.7M |
| Syon Capital LLC | 0.16% | Add +11.8% | 57,553 | $1.7M |
| Forum Financial Management, LP | 0.03% | No change | 56,356 | $1.7M |
| Great Lakes Advisors, LLC | 0.01% | Add +507.9% | 56,041 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.5% | 55,653 | $1.6M |
| Qtron Investments LLC | 0.23% | Reduce -8.8% | 53,790 | $1.6M |
| Vident Advisory, LLC | 0.04% | Add +25.7% | 53,477 | $1.6M |
| Mitchell & Pahl Private Wealth, LLC | 0.83% | Reduce -1.0% | 53,281 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +17.1% | 52,792 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -17.5% | 52,746 | $1.6M |
| Himension Capital (singapore) Pte. LTD. | 0.11% | New | 51,837 | $1.5M |
| Massachusetts Wealth Management | 1.00% | Reduce -1.9% | 50,563 | $1.5M |
| Credit Capital Investments LLC | 1.85% | No change | 50,000 | $1.5M |
| Rhumbline Advisers | 0.00% | Add +3.7% | 49,403 | $1.5M |
| Vise Technologies, Inc. | 0.25% | Add +21.0% | 48,890 | $1.4M |
| Greenleaf Trust | 0.01% | Add +0.1% | 48,020 | $1.4M |
| Wolverine Trading, LLC | 0.02% | Add +1.1% | 47,841 | $1.4M |
| Summit Global Investments | 0.10% | New | 47,732 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +12.4% | 45,797 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +4418400.0% | 44,185 | $1.3M |
| Morningstar Investment Services LLC | 0.01% | Reduce -1.4% | 43,601 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 42,518 | $1.3M |
| Ossiam | 0.02% | Reduce -11.4% | 41,868 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | Add +2.9% | 41,661 | $1.2M |
| Baker Ellis Asset Management LLC | 0.19% | Reduce -3.5% | 41,600 | $1.2M |
| Stamos Capital Partners, L.P. | 0.26% | Add +61.3% | 41,440 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.4% | 41,409 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.2% | 41,382 | $1.2M |
| Legacy Capital Group California, Inc. | 0.44% | Add +1.1% | 41,331 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | New | 41,238 | $1.2M |
| PEAK6 Investments LLC | 0.06% | Add +847.8% | 40,964 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -2.6% | 39,188 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -54.8% | 38,257 | $1.1M |
| Gabelli Funds LLC | 0.01% | No change | 37,000 | $1.1M |
| SOL Capital Management CO | 0.13% | Reduce -8.7% | 36,830 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +4.0% | 36,739 | $1.1M |
| Quadrant Capital Group LLC | 0.08% | Add +3.4% | 36,725 | $1.1M |
| Lake Street Advisors Group, LLC | 0.05% | Reduce -3.4% | 36,396 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -0.8% | 35,961 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +27.3% | 35,948 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | New | 35,448 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.2% | 34,822 | $1.0M |
| BTC Capital Management, Inc. | 0.10% | Reduce -3.8% | 34,820 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.3% | 34,699 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +48.6% | 34,627 | $1.0M |
| Raymond James Trust N.A. | 0.02% | Add +17.7% | 34,260 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 34,145 | $1.0M |
| Kathmere Capital Management, LLC | 0.11% | Reduce -2.0% | 33,967 | $1.0M |
| Centennial Bank | 0.49% | Reduce -0.3% | 33,528 | $990K |
| Trivant Custom Portfolio Group, LLC | 0.60% | New | 33,150 | $979K |
| Atlas Capital Advisors Inc. | 0.13% | Reduce -2.2% | 32,622 | $964K |
| Zhang Financial LLC | 0.07% | Reduce -6.8% | 32,000 | $945K |
| Bayesian Capital Management, LP | 0.11% | Reduce -25.0% | 31,800 | $939K |
| MAI Capital Management | 0.01% | Reduce -7.4% | 31,641 | $935K |
| Seven Eight Capital, LP | 0.10% | Reduce -36.0% | 31,137 | $920K |
| First Hawaiian Bank | 0.03% | Reduce -4.9% | 31,125 | $919K |
| Beverly Hills Private Wealth, LLC | 0.20% | Add +21.0% | 31,054 | $917K |
| Avantax Advisory Services, Inc. | 0.01% | New | 30,985 | $915K |
| Ethic Inc. | 0.02% | Add +35.5% | 30,730 | $908K |
| Ballentine Partners, LLC | 0.02% | Add +1.8% | 30,628 | $905K |
| AdvisorShares Investments LLC | 0.16% | Reduce -2.4% | 29,797 | $892K |
| Advisors Capital Management, LLC | 0.02% | Add +5.0% | 29,983 | $886K |
| Personal Cfo Solutions, LLC | 0.13% | Add +0.6% | 29,694 | $877K |
| Transatlantique Private Wealth LLC | 0.35% | Add +1.0% | 29,507 | $868K |
| Connable Office Inc. | 0.09% | Reduce -4.3% | 29,352 | $867K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.2% | 29,083 | $859K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.9% | 29,025 | $857K |
| Cullinan Associates Inc. | 0.05% | Add +9.4% | 29,000 | $857K |
| ABN AMRO Bank N.V. | 0.01% | No change | 28,300 | $839K |
| Advisors Asset Management, Inc. | 0.02% | Add +5.3% | 28,388 | $839K |
| AQR Capital Management | 0.00% | Add +226.8% | 27,928 | $825K |
| Compound Planning, Inc. | 0.06% | Reduce -12.1% | 27,881 | $824K |
| Diversify Wealth Management, LLC | 0.10% | — | 29,382 | $822K |
| Clarius Group, LLC | 0.06% | Reduce -7.4% | 27,831 | $822K |
| Blue Trust, Inc. | 0.01% | Add +121.7% | 26,344 | $809K |
| Rehmann Capital Advisory Group | 0.06% | Add +2.7% | 27,081 | $800K |
| Simmons Bank | 0.06% | Reduce -62.1% | 27,003 | $798K |
| Tudor Investment Corporation | 0.01% | Add +133.4% | 26,119 | $772K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +0.4% | 26,021 | $769K |
| Liberty One Investment Management, LLC | 0.08% | Reduce -5.1% | 24,881 | $735K |
| Greenwich Wealth Management LLC | 0.05% | No change | 24,847 | $734K |
| Sanctuary Advisors, LLC | 0.01% | — | 26,446 | $724K |
| Fifth Third Bancorp | 0.00% | Reduce -13.2% | 24,239 | $716K |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.4% | 24,041 | $710K |
| Evergreen Capital Management LLC | 0.03% | Reduce -2.5% | 23,480 | $694K |
| Coldstream Capital Management Inc. | 0.02% | Add +66.2% | 22,883 | $676K |
| Compton Wealth Advisory Group, LLC | 0.18% | No change | 22,591 | $667K |
| Checchi Capital Advisers, LLC | 0.05% | Add +0.2% | 22,354 | $660K |
| Sciencast Management LP | 0.21% | New | 20,789 | $614K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.2% | 20,392 | $602K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -0.3% | 20,264 | $599K |
| Covenant Partners, LLC | 0.18% | Add +102.2% | 20,031 | $592K |
| Verition Fund Management LLC | 0.01% | Add +99.1% | 19,683 | $581K |
| Solstein Capital, LLC | 0.37% | No change | 19,334 | $570K |
| Prudential Financial Inc. | 0.00% | Reduce -0.9% | 18,850 | $557K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -96.6% | 18,654 | $551K |
| Clearstead Advisors, LLC | 0.01% | Add +17.6% | 18,423 | $544K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +8.3% | 18,009 | $532K |
| Lanark Financial, Inc. | 0.05% | Add +20.1% | 17,154 | $506K |
| DAVENPORT & Co LLC | 0.00% | Add +22.4% | 16,831 | $497K |
| Parallel Advisors, LLC | 0.01% | Add +2.6% | 16,552 | $489K |
| Callan Capital, LLC | 0.04% | Add +15.4% | 16,455 | $486K |
| PDS Planning, Inc | 0.05% | Reduce -1.1% | 16,381 | $484K |
| XTX Topco Ltd | 0.04% | New | 16,212 | $479K |
| Gradient Investments LLC | 0.01% | Add +0.0% | 16,131 | $477K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 16,016 | $473K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -47.0% | 15,867 | $469K |
| Sage Rhino Capital LLC | 0.11% | Reduce -2.6% | 15,775 | $466K |
| HRT Financial LP | 0.00% | Reduce -2.8% | 15,703 | $463K |
| Ieq Capital, LLC | 0.01% | Add +23.9% | 15,670 | $463K |
| Guggenheim Capital LLC | 0.00% | Add +18.2% | 15,577 | $460K |
| Gallacher Capital Management LLC | 0.24% | Add +7.8% | 15,515 | $458K |
| FDx Advisors, Inc. | 0.13% | Reduce -4.5% | 15,457 | $457K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.3% | 15,280 | $451K |
| Walleye Capital LLC | 0.01% | Reduce -94.0% | 15,252 | $451K |
| Fox Run Management, L.L.C. | 0.08% | Add +59.7% | 15,186 | $449K |
| Studio Investment Management LLC | 0.10% | Add +1.2% | 15,092 | $446K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 14,930 | $441K |
| Bridgewater Advisors Inc. | 0.05% | New | 14,477 | $437K |
| Stonegate Investment Group, LLC | 0.01% | Add +16.7% | 14,659 | $433K |
| SVB Wealth LLC | 0.01% | Reduce -17.4% | 14,585 | $431K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -19.6% | 14,299 | $422K |
| Centiva Capital, LP | 0.02% | New | 14,158 | $418K |
| Dakota Wealth Management | 0.01% | Reduce -4.0% | 14,013 | $414K |
| Spire Wealth Management | 0.01% | Reduce -22.2% | 13,997 | $413K |
| Two Sigma Securities, LLC | 0.02% | New | 13,766 | $407K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -60.5% | 13,432 | $407K |
| Sivia Capital Partners, LLC | 0.27% | Add +6.2% | 13,678 | $404K |
| &partners | 0.02% | Add +27.7% | 13,391 | $396K |
| Leuthold Group, LLC | 0.05% | Add +73.5% | 13,384 | $395K |
| Mediolanum International Funds Ltd | 0.01% | Add +9.3% | 14,271 | $392K |
| Seed Wealth Management, Inc. | 0.34% | Add +7.3% | 13,135 | $388K |
| Wedbush Securities Inc. | 0.01% | Reduce -25.4% | 12,967 | $383K |
| Lindbrook Capital, LLC | 0.04% | Add +3.6% | 12,825 | $379K |
| American Trust Investment Advisors, LLC | 0.18% | No change | 12,780 | $378K |
| Qsemble Capital Management, LP | 0.07% | New | 12,668 | $374K |
| Scientech Research LLC | 0.08% | New | 12,562 | $371K |
| swisspartners Advisors Ltd | 0.37% | No change | 14,000 | $370K |
| Macquarie Group Ltd. | 0.00% | New | 14,000 | $370K |
| TD Private Client Wealth LLC | 0.01% | Add +626.3% | 12,419 | $367K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -54.1% | 12,407 | $367K |
| Focus Partners Wealth | 0.00% | Add +0.4% | 12,364 | $365K |
| First National Bank of Hutchinson | 0.23% | Reduce -17.4% | 12,129 | $358K |
| Mission Wealth Management, LP | 0.01% | Add +28.9% | 12,122 | $358K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +80.2% | 12,108 | $358K |
| Sowell Financial Services LLC | 0.02% | Add +0.1% | 11,775 | $348K |
| Sax Wealth Advisors, LLC | 0.03% | New | 11,773 | $348K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -5.4% | 11,480 | $344K |
| Allianz SE | 0.01% | Reduce -34.9% | 11,555 | $340K |
| D'Orazio & Associates, Inc. | 0.05% | Add +0.0% | 11,266 | $333K |
| Synovus Financial Corp. | 0.00% | Reduce -0.6% | 11,179 | $330K |
| Investors Research Corp | 0.08% | No change | 11,118 | $328K |
| Drive Wealth Management, LLC | 0.09% | Add +3.3% | 11,100 | $328K |
| Sage Mountain Advisors LLC | 0.03% | Add +49.7% | 10,966 | $324K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +5.7% | 10,901 | $322K |
| Thrivent Financial for Lutherans | 0.00% | Add +9.6% | 10,886 | $322K |
| Barometer Capital Management Inc. | 0.12% | New | 10,889 | $322K |
| Claro Advisors Inc. | 0.05% | Reduce -7.9% | 10,759 | $318K |
| Ascent Group, LLC | 0.03% | Reduce -11.9% | 10,575 | $312K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -10.1% | 10,551 | $312K |
| Shilanski & Associates, Inc. | 0.10% | Reduce -7.1% | 10,545 | $311K |
| Simplicity Wealth,LLC | 0.01% | Reduce -10.3% | 10,527 | $311K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +4.3% | 10,511 | $311K |
| Stephens Inc. | 0.00% | No change | 10,432 | $308K |
| GAMCO Investors | 0.00% | Add +0.1% | 10,070 | $297K |
| Caprock Group, LLC | 0.01% | Reduce -3.5% | 10,005 | $296K |
| GenTrust, LLC | 0.02% | New | 9,918 | $293K |
| Optas, LLC | 0.08% | Add +1.3% | 9,890 | $292K |
| Financial Counselors Inc. | 0.00% | Reduce -13.0% | 9,814 | $290K |
| D.A. Davidson & Co. | 0.00% | No change | 9,730 | $287K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -16.4% | 9,723 | $287K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -2.5% | 9,704 | $287K |
| Calamos Wealth Management LLC | 0.02% | Reduce -3.2% | 9,695 | $286K |
| Financial Advocates Investment Management | 0.02% | Add +0.1% | 9,598 | $284K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +9.6% | 9,373 | $283K |
| Wrapmanager Inc. | 0.08% | Reduce -15.9% | 9,550 | $282K |
| Millennium Management | 0.00% | Reduce -98.5% | 9,495 | $280K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -36.0% | 9,183 | $275K |
| Legacy Financial Advisors, Inc. | 0.05% | New | 9,256 | $273K |
| Werba Rubin Papier Wealth Management | 0.07% | Reduce -13.1% | 9,087 | $268K |
| Engineers Gate Manager LP | 0.01% | New | 9,036 | $267K |
| Harbour Capital Advisors, LLC | 0.06% | New | 8,825 | $264K |
| Commerce Bank | 0.00% | Reduce -1.5% | 8,932 | $264K |
| Wedmont Private Capital | 0.02% | Add +10.2% | 8,294 | $259K |
| Five Oceans Advisors | 0.14% | Reduce -0.6% | 8,723 | $258K |
| Keel Point, LLC | 0.02% | Reduce -5.9% | 8,798 | $257K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 8,709 | $256K |
| Whittier Trust Co. | 0.00% | Add +73.0% | 8,652 | $256K |
| Keybank National Association | 0.00% | New | 8,454 | $250K |
| Cozad Asset Management Inc. | 0.02% | No change | 8,286 | $245K |
| Columbia Asset Management | 0.05% | New | 8,268 | $244K |
| Fiduciary Trust Co | 0.00% | Add +0.1% | 8,079 | $239K |
| Hilltop Holdings Inc. | 0.03% | Add +0.0% | 7,993 | $235K |
| Advisor OS, LLC | 0.03% | Reduce -3.6% | 7,940 | $235K |
| Park National Corp. | 0.01% | Add +3.4% | 7,907 | $234K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Add +65.3% | 7,770 | $230K |
| Cwm, LLC | 0.00% | Add +7.9% | 7,618 | $225K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 7,600 | $225K |
| Readystate Asset Management LP | 0.02% | New | 7,511 | $222K |
| First City Capital Management, Inc. | 0.12% | Reduce -4.8% | 7,504 | $222K |
| OneAscent Financial Services LLC | 0.03% | Reduce -13.1% | 7,471 | $221K |
| Traveka Wealth, LLC | 0.11% | Add +6.2% | 7,466 | $221K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 7,440 | $220K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -16.9% | 7,016 | $218K |
| Blair William & Co. | 0.00% | Add +2.5% | 7,363 | $218K |
| OneDigital Investment Advisors LLC | 0.00% | New | 7,323 | $216K |
| Westover Capital Advisors, LLC | 0.06% | New | 7,300 | $216K |
| Cromwell Holdings LLC | 0.13% | — | 7,242 | $214K |
| Senator Investment Group LP | 0.01% | Reduce -98.6% | 7,224 | $213K |
| Angeles Investment Advisors, LLC | 0.01% | New | 7,175 | $212K |
| Seven Mile Advisory | 0.16% | Reduce -1.6% | 7,139 | $211K |
| Calydon Capital | 0.04% | No change | 7,131 | $211K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -9.3% | 7,135 | $210K |
| Mgo One Seven LLC | 0.01% | Reduce -15.9% | 7,107 | $210K |
| Avior Wealth Management, LLC | 0.01% | Reduce -22.1% | 7,016 | $207K |
| RMR Wealth Builders | 0.02% | No change | 6,980 | $206K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.0% | 6,892 | $204K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -27.4% | 6,889 | $204K |
| Empower Advisory Group, LLC | 0.00% | No change | 6,850 | $202K |
| CHICAGO TRUST Co NA | 0.04% | New | 6,797 | $201K |
| IFP Advisors, Inc | 0.01% | Add +1.6% | 6,588 | $195K |
| Point72 Asset Management | 0.00% | New | 6,400 | $189K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.8% | 6,101 | $180K |
| Glen Eagle Advisors, LLC | 0.03% | Add +3.6% | 5,970 | $176K |
| State of Wyoming | 0.03% | New | 5,847 | $173K |
| Hexagon Capital Partners LLC | 0.03% | Add +28.0% | 5,334 | $158K |
| Principal Securities, Inc. | 0.00% | Reduce -21.3% | 5,323 | $157K |
| Allworth Financial LP | 0.00% | Add +9.4% | 4,921 | $150K |
| Chesapeake Asset Management LLC | 0.14% | Reduce -46.2% | 4,950 | $146K |
| Financial Perspectives, Inc | 0.05% | No change | 4,894 | $145K |
| UMB Bank, n.a. | 0.00% | Add +5.9% | 4,706 | $139K |
| Arax Advisory Partners | 0.01% | Reduce -2.7% | 4,275 | $126K |
| Venturi Wealth Management, LLC | 0.01% | New | 4,096 | $121K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +19.0% | 4,074 | $120K |
| Rothschild Investment LLC | 0.01% | Add +37.1% | 3,523 | $104K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | Add +30.8% | 3,450 | $101K |
| Global Retirement Partners, LLC | 0.00% | Add +77.0% | 3,410 | $101K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -16.5% | 3,344 | $99K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -17.8% | 3,343 | $99K |
| SYSTM Wealth Solutions LLC | 0.02% | Reduce -74.7% | 3,206 | $95K |
| Emfo, LLC | 0.08% | No change | 3,002 | $89K |
| Jones Financial Companies LLLP | 0.00% | Add +206.6% | 2,802 | $83K |
| Creative Financial Designs Inc. | 0.01% | Add +0.2% | 2,620 | $77K |
| Hilltop National Bank | 0.02% | New | 2,573 | $76K |
| Harbour Investments, Inc. | 0.00% | Add +8.8% | 2,531 | $75K |
| Huntington National Bank | 0.00% | Reduce -10.9% | 2,446 | $72K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -13.5% | 2,269 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.3% | 2,188 | $66K |
| Opal Wealth Advisors, LLC | 0.02% | Add +56.0% | 2,125 | $63K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -22.3% | 1,996 | $59K |
| Cacti Asset Management LLC | 0.00% | No change | 2,001 | $59K |
| Penserra Capital Management LLC | 0.00% | Add +643.7% | 1,941 | $58K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,952 | $58K |
| Activest Wealth Management | 0.02% | No change | 1,817 | $53K |
| Advisory Services Network, LLC | 0.00% | New | 1,794 | $53K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,706 | $50K |
| Mather Group, Llc. | 0.00% | Reduce -1.6% | 1,635 | $50K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +566.4% | 1,666 | $49K |
| Farther Finance Advisors, LLC | 0.00% | Add +43.1% | 1,597 | $48K |
| Larson Financial Group LLC | 0.00% | No change | 1,519 | $45K |
| CKW Financial Group | 0.01% | No change | 1,400 | $42K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,400 | $41K |
| Nisa Investment Advisors, LLC | 0.00% | New | 1,400 | $41K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +100.0% | 1,382 | $41K |
| RFP Financial Group LLC | 0.01% | Reduce -7.6% | 1,321 | $39K |
| Smartleaf Asset Management LLC | 0.01% | Add +227.6% | 1,284 | $38K |
| Continuum Advisory, LLC | 0.00% | Reduce -9.2% | 1,082 | $32K |
| Rakuten Securities, Inc. | 0.01% | Add +6.0% | 1,060 | $31K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -38.2% | 1,003 | $30K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $30K |
| McIlrath & Eck, LLC | 0.00% | Add +13.8% | 991 | $29K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -17.0% | 964 | $28K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +14.1% | 865 | $25K |
| Frazier Financial Advisors, LLC | 0.02% | Add +64.5% | 816 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 746 | $22K |
| Rise Advisors, LLC | 0.01% | Add +2.1% | 725 | $21K |
| Sound Income Strategies, LLC | 0.00% | Add +62.2% | 704 | $21K |
| GAMMA Investing LLC | 0.00% | Add +0.9% | 664 | $20K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 651 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +231.1% | 596 | $18K |
| Anchor Investment Management, LLC | 0.00% | Reduce -34.9% | 580 | $17K |
| Addison Advisors LLC | 0.01% | New | 578 | $17K |
| Chilton Capital Management LLC | 0.00% | No change | 572 | $17K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 540 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 524 | $15K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $15K |
| NFSG Corp | 0.01% | No change | 500 | $15K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 475 | $14K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -6.7% | 489 | $14K |
| GW&K Investment Management, LLC | 0.00% | No change | 464 | $14K |
| Baldwin Wealth Partners LLC | 0.00% | Add +3.6% | 464 | $14K |
| Key Financial Inc | 0.00% | No change | 456 | $13K |
| Hanson & Doremus Investment Management | 0.00% | No change | 432 | $13K |
| Montag A & Associates Inc. | 0.00% | No change | 414 | $12K |
| Union Savings Bank | 0.01% | No change | 410 | $12K |
| Private Ocean, LLC | 0.00% | New | 367 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 315 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 314 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 311 | $9K |
| Annapolis Financial Services, LLC | 0.00% | No change | 309 | $9K |
| WealthCollab, LLC | 0.01% | Add +69.2% | 308 | $9K |
| WR Wealth Planners, LLC | 0.00% | Add +0.7% | 299 | $9K |
| Raffa Wealth Management, LLC | 0.00% | No change | 274 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 271 | $8K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +6.0% | 267 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 235 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 230 | $7K |
| Winch Advisory Services, LLC | 0.00% | Add +2.3% | 227 | $7K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $7K |
| Grove Bank & Trust | 0.00% | New | 210 | $6K |
| Great Lakes Retirement, Inc. | 0.00% | New | 200 | $6K |
| Federated Hermes, Inc. | 0.00% | Add +10.3% | 192 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 187 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 184 | $5K |
| ORG Partners LLC | 0.00% | New | 181 | $5K |
| Westside Investment Management, Inc. | 0.00% | New | 179 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 167 | $5K |
| Family Firm, Inc. | 0.00% | New | 153 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 139 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 136 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 126 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 120 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 120 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $3K |
| Park Place Capital Corp | 0.00% | No change | 99 | $3K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 99 | $3K |
| First Financial Corp. | 0.00% | No change | 97 | $3K |
| Richardson Capital Management LLC | 0.00% | New | 89 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 80 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +300.0% | 72 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | Add +6600.0% | 67 | $2K |
| Tyler-Stone Wealth Management | 0.00% | New | 66 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -83.5% | 65 | $2K |
| Brown Financial Advisors | 0.00% | — | 54 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 48 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 47 | $1K |
| Mendota Financial Group, LLC | 0.00% | New | 44 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 41 | $1K |
| Creekmur Asset Management LLC | 0.00% | New | 36 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 34 | $1K |
| Avion Wealth | 0.00% | No change | 65 | $1K |
| Abound Wealth Management | 0.00% | Reduce -71.8% | 20 | $591 |
| Lynx Investment Advisory | 0.00% | — | 11 | $325 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 9 | $266 |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $118 |
| Tortoise Investment Management, LLC | 0.00% | New | 3 | $89 |
| Forsta Ap-Fonden | 0.00% | Add +42.6% | 634,756 | $0 |
| McClarren Financial Advisors, Inc. | 0.00% | Add +70.6% | 29 | $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.