UBS Group AG-RegUBS
13F holders, Q3 2024 (September 30)549holders −4
48new positions
54sold out
7famous investors
$30.76avg. 13F price*
At the end of Q3 2024, 549 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, down 4 from Q2 2024. 48 opened new positions and 54 sold out. The largest holders were Norges Bank ($5.4B), UBS Group AG ($4.8B) and Vanguard Group Inc. ($3.9B). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $199.3M |
| Exits | 54 | $209.3M |
All 13F filers, Q2 2024 → Q3 2024: 52,134,043 shares bought and 72,549,570 shares sold, net −20,415,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 549 holders
| Norges Bank | 0.76% | Add +4.6% | 176,024,452 | $5.4B |
| UBS Group AG | 1.35% | Reduce -0.7% | 155,464,979 | $4.8B |
| Vanguard Group Inc. | 0.07% | Add +1.3% | 126,590,440 | $3.9B |
| Massachusetts Financial Services Co. | 0.84% | Reduce -7.0% | 91,250,596 | $2.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.60% | Reduce -14.9% | 75,751,555 | $2.3B |
| Dodge & Cox | 1.28% | Reduce -0.1% | 73,371,442 | $2.3B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5.28% | Add +6.1% | 57,349,524 | $1.8B |
| JPMorgan Chase & Co. | 0.13% | Add +19.7% | 51,081,088 | $1.6B |
| Cevian Capital II GP LTD | 42.56% | No change | 43,787,401 | $1.4B |
| FMR LLC | 0.08% | Reduce -13.0% | 42,924,004 | $1.3B |
| Capital World Investors | 0.19% | Add +0.3% | 39,378,229 | $1.2B |
| Pictet Asset Management Holding SA | 1.00% | Reduce -1.7% | 29,424,171 | $909.0M |
| Legal & General Group Plc | 0.23% | Reduce -0.3% | 27,888,044 | $861.5M |
| Pzena Investment Management LLC | 2.59% | Add +2.8% | 30,802,466 | $802.7M |
| Deutsche Bank AG | 0.29% | Add +10.5% | 23,329,469 | $721.1M |
| Arrowstreet Capital, Limited Partnership | 0.58% | Reduce -33.6% | 22,138,529 | $682.8M |
| Goldman Sachs Group Inc. | 0.12% | Add +16.7% | 20,689,332 | $639.5M |
| Amundi | 0.19% | Reduce -10.5% | 16,656,249 | $519.7M |
| Vontobel Holding Ltd. | 1.61% | Add +0.2% | 16,143,674 | $497.5M |
| Wellington Management Group LLP | 0.07% | Add +20.2% | 13,708,623 | $423.5M |
| Bank of America Corp. | 0.03% | Add +35.4% | 11,688,510 | $361.3M |
| Nuveen Asset Management, LLC | 0.10% | Reduce -10.0% | 11,075,888 | $342.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.35% | Reduce -16.2% | 10,781,586 | $333.1M |
| Morgan Stanley | 0.02% | Reduce -0.0% | 10,005,794 | $309.3M |
| Canada Pension Plan Investment Board | 0.27% | Add +6.2% | 9,169,746 | $283.3M |
| Bank of New York Mellon Corp | 0.05% | Reduce -1.7% | 8,963,572 | $277.1M |
| Royal Bank of Canada | 0.05% | Add +1.6% | 7,987,916 | $246.9M |
| Royal London Asset Management Ltd. | 0.54% | Add +0.6% | 7,149,149 | $221.0M |
| ARGA Investment Management, LP | 7.03% | Add +5.7% | 6,892,162 | $212.2M |
| FIL Ltd | 0.19% | Reduce -3.5% | 6,835,680 | $210.5M |
| Banque Cantonale Vaudoise | 8.64% | Reduce -11.0% | 6,792,649 | $209.8M |
| Acadian Asset Management LLC | 0.57% | Reduce -38.8% | 5,983,301 | $184.8M |
| Russell Investments Group, Ltd. | 0.25% | Reduce -3.7% | 5,487,445 | $169.5M |
| WCM Investment Management, LLC | 0.37% | Reduce -1.6% | 5,193,752 | $161.4M |
| Natixis Advisors, LLC | 0.31% | Add +5.2% | 5,207,913 | $161.0M |
| AXA S.A. | 0.46% | Add +12.6% | 5,001,766 | $154.6M |
| Citigroup Inc. | 0.13% | Reduce -35.5% | 4,553,888 | $140.7M |
| M&G PLC | 0.86% | Add +3.1% | 4,507,947 | $138.6M |
| Allianz Asset Management GmbH | 0.21% | Add +5.5% | 4,372,896 | $135.1M |
| LGT Group Foundation | 2.18% | Add +27.1% | 4,360,623 | $132.8M |
| Aviva PLC | 0.33% | Reduce -1.2% | 4,132,788 | $127.5M |
| BlackRock, Inc. | 0.00% | — | 3,877,716 | $119.9M |
| DekaBank Deutsche Girozentrale | 0.21% | Reduce -9.1% | 4,269,505 | $113.7M |
| Compagnie Lombard Odier SCmA | 1.70% | Add +43.0% | 3,539,802 | $109.4M |
| Northern Trust Corp. | 0.02% | Add +1.1% | 3,408,136 | $105.3M |
| Korea Investment CORP | 0.24% | Reduce -15.1% | 3,249,572 | $100.4M |
| Ameriprise Financial Inc. | 0.02% | Add +4.7% | 2,962,756 | $91.5M |
| Liontrust Investment Partners LLP | 1.06% | No change | 2,537,727 | $74.7M |
| Public Employees Retirement System of Ohio | 0.30% | New | 2,247,230 | $69.4M |
| Captrust Financial Advisors | 0.20% | Reduce -1.1% | 2,160,704 | $66.8M |
| Public Sector Pension Investment Board | 0.36% | Add +17.8% | 2,136,398 | $66.0M |
| Janus Henderson Group PLC | 0.03% | Add +1.9% | 2,066,849 | $63.8M |
| Patient Capital Management, LLC | 3.07% | Reduce -0.3% | 2,022,019 | $62.5M |
| Invesco Ltd. | 0.01% | Reduce -2.4% | 2,004,239 | $62.0M |
| Jupiter Asset Management Ltd. | 0.53% | Add +184.9% | 1,967,474 | $60.8M |
| CANADA LIFE ASSURANCE Co | 0.10% | Add +5.3% | 1,922,125 | $59.4M |
| ANTIPODES PARTNERS Ltd | 2.00% | New | 1,864,442 | $57.6M |
| Bank of Montreal | 0.03% | Reduce -15.5% | 1,815,726 | $56.4M |
| Border to Coast Pensions Partnership Ltd | 1.14% | No change | 1,817,211 | $56.0M |
| Mackenzie Financial Corp. | 0.08% | Reduce -4.6% | 1,763,230 | $54.4M |
| J. Safra Sarasin Holding AG | 0.94% | Add +137.7% | 1,753,073 | $54.2M |
| Caisse de depot et placement du Quebec | 0.11% | Add +11.5% | 1,751,869 | $54.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.5% | 1,704,866 | $52.7M |
| HSBC Holdings PLC | 0.03% | Reduce -24.1% | 1,651,086 | $50.9M |
| Brandes Investment Partners, LP | 0.56% | Reduce -6.5% | 1,622,431 | $50.1M |
| ABN AMRO Bank N.V. | 0.62% | Add +5118.3% | 1,476,766 | $45.3M |
| State of Tennessee, Department of Treasury | 0.16% | Reduce -1.5% | 1,436,288 | $44.4M |
| Franklin Resources Inc. | 0.01% | Reduce -13.4% | 1,332,626 | $43.9M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +1.4% | 1,409,585 | $43.7M |
| TD Asset Management Inc | 0.03% | Reduce -10.1% | 1,201,122 | $37.4M |
| Credit Agricole S A | 0.19% | Add +77.3% | 1,185,920 | $36.7M |
| American Century Companies Inc. | 0.02% | Add +15.2% | 1,053,296 | $32.6M |
| Renaissance Technologies | 0.05% | Add +66.7% | 1,023,391 | $31.6M |
| Exane Asset Management | 25.16% | Add +353.8% | 1,019,905 | $31.4M |
| Raymond James & Associates | 0.02% | Add +1.2% | 1,014,965 | $31.4M |
| Optiver Holding B.V. | 0.80% | Reduce -58.9% | 1,014,878 | $31.4M |
| Levin Capital Strategies, L.P. | 2.71% | Reduce -2.1% | 905,333 | $28.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 837,880 | $25.9M |
| Fisher Asset Management | 0.01% | New | 772,707 | $23.9M |
| Todd Asset Management LLC | 0.52% | Reduce -30.0% | 720,210 | $22.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -10.9% | 699,719 | $21.6M |
| Banque Pictet & Cie SA | 0.21% | Add +1.6% | 674,379 | $20.8M |
| Mangrove Partners Im, LLC | 2.00% | No change | 659,546 | $20.4M |
| Qube Research & Technologies Ltd | 0.04% | New | 635,423 | $19.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Add +26.3% | 616,705 | $19.0M |
| Zurich Insurance Group Ltd | 0.15% | Reduce -16.5% | 591,285 | $18.2M |
| Stifel Financial Corp. | 0.02% | Add +4.0% | 589,142 | $18.2M |
| Pictet North America Advisors SA | 1.75% | Reduce -13.6% | 572,355 | $17.7M |
| Edmond DE Rothschild Holding S.A. | 0.28% | Add +3.1% | 565,681 | $17.5M |
| Voya Investment Management LLC | 0.02% | Add +0.9% | 550,058 | $17.0M |
| Channing Global Advisors, LLC | 13.89% | Reduce -4.7% | 532,829 | $16.5M |
| Baker Avenue Asset Management, LP | 0.50% | Add +0.6% | 512,165 | $15.8M |
| USS Investment Management Ltd | 0.11% | Add +7.4% | 503,370 | $15.5M |
| Moran Wealth Management, LLC | 0.48% | Reduce -0.1% | 500,407 | $15.5M |
| Systrade AG | 31.08% | Add +385.0% | 485,000 | $14.8M |
| Janney Capital Management LLC | 0.98% | Reduce -1.4% | 471,811 | $14.6M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +2.5% | 440,181 | $14.2M |
| Teachers Retirement System of the State of Kentucky | 0.11% | Reduce -29.5% | 413,250 | $12.8M |
| Henry James International Management Inc. | 4.43% | Reduce -5.5% | 410,744 | $12.7M |
| QRG Capital Management, Inc. | 0.13% | Reduce -4.0% | 393,517 | $12.2M |
| Gardner Lewis Asset Management L P | 3.31% | No change | 377,712 | $11.7M |
| Cibc World Market Inc. | 0.02% | Reduce -1.8% | 353,536 | $10.9M |
| Black Diamond Capital Management, L.L.C. | 6.41% | No change | 350,000 | $10.8M |
| Baader Bank Aktiengesellschaft | 0.91% | No change | 350,000 | $10.8M |
| M&T Bank Corp | 0.03% | Reduce -1.6% | 335,228 | $10.4M |
| RBF Capital, LLC | 0.51% | No change | 325,000 | $10.0M |
| Contravisory Investment Management, Inc. | 2.11% | Reduce -0.3% | 319,542 | $9.9M |
| D. E. Shaw & Co. | 0.01% | Add +218.5% | 317,247 | $9.8M |
| Maryland State Retirement & Pension System | 0.20% | Add +1.9% | 316,312 | $9.8M |
| Rovida Advisors Inc. | 2.91% | No change | 300,000 | $9.2M |
| MetLife Investment Management, LLC | 0.05% | Reduce -1.8% | 292,388 | $9.0M |
| Prudential PLC | 0.05% | Reduce -2.7% | 293,593 | $9.0M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -43.3% | 287,938 | $8.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +3.2% | 280,075 | $8.6M |
| RPg Family Wealth Advisory, LLC | 2.65% | Add +0.7% | 265,950 | $8.2M |
| Value Partners Investments Inc. | 0.65% | No change | 260,881 | $8.1M |
| Crossmark Global Holdings, Inc. | 0.14% | Add +37.4% | 255,672 | $7.9M |
| Cubist Systematic Strategies, LLC | 0.12% | Add +28.0% | 252,246 | $7.8M |
| LGT Fund Management Co Ltd. | 0.77% | Add +18.4% | 238,853 | $7.4M |
| Creative Planning | 0.01% | Add +11.6% | 234,010 | $7.2M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 221,894 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -13.4% | 220,545 | $6.8M |
| Susquehanna International Group Ltd. | 1.44% | New | 220,460 | $6.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.7% | 220,042 | $6.8M |
| First Trust Advisors LP | 0.01% | Add +23.9% | 213,886 | $6.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +15.8% | 209,859 | $6.5M |
| GMO | 0.02% | Reduce -21.8% | 198,887 | $6.1M |
| Two Sigma Advisers, LP | 0.01% | Add +82.1% | 196,386 | $6.1M |
| Quinn Opportunity Partners LLC | 0.60% | Reduce -10.6% | 193,629 | $6.0M |
| Sei Investments Co. | 0.01% | Add +2.0% | 191,984 | $5.9M |
| Sienna Gestion | 0.38% | Add +18.8% | 186,544 | $5.7M |
| Promethos Capital, LLC | 2.05% | Reduce -53.6% | 185,831 | $5.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -73.8% | 182,859 | $5.7M |
| Ritholtz Wealth Management | 0.17% | Add +14.4% | 177,436 | $5.5M |
| Mariner, LLC | 0.01% | Add +4.4% | 169,107 | $5.2M |
| Quantinno Capital Management LP | 0.07% | Add +17.4% | 165,303 | $5.1M |
| Clearbridge Investments, LLC | 0.00% | Add +5.1% | 163,713 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -4.9% | 162,503 | $5.0M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +6.2% | 157,091 | $4.9M |
| Quantbot Technologies LP | 0.19% | Add +117.1% | 152,151 | $4.7M |
| Jackson Wealth Management, LLC | 0.56% | Add +73.4% | 151,529 | $4.7M |
| Dorsey Wright & Associates | 1.04% | Add +12.3% | 141,675 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.0% | 141,343 | $4.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | Reduce -0.5% | 140,528 | $4.3M |
| Andra AP-fonden | 0.06% | New | 166,029 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +1.7% | 135,938 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +1.7% | 135,938 | $4.2M |
| Jane Street Group, LLC | 0.01% | Reduce -14.6% | 135,803 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.3% | 129,547 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +45.8% | 128,980 | $4.0M |
| AMF Tjanstepension AB | 0.03% | Reduce -17.9% | 122,096 | $3.8M |
| National Bank of Canada | 0.00% | Reduce -39.7% | 118,195 | $3.7M |
| Vident Advisory, LLC | 0.09% | Add +119.4% | 117,345 | $3.6M |
| Timber Creek Capital Management LLC | 1.01% | Add +36.9% | 117,302 | $3.6M |
| Cresset Asset Management, LLC | 0.01% | Add +6.5% | 117,193 | $3.6M |
| Fiera Capital Corp | 0.01% | Add +81.4% | 111,500 | $3.4M |
| United Services Automobile Association | 0.09% | Reduce -11.1% | 110,504 | $3.4M |
| Mitchell Capital Management Co. | 0.59% | Add +1.4% | 108,825 | $3.4M |
| NatWest Group plc | 0.97% | Add +15.2% | 105,698 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +203.0% | 104,905 | $3.2M |
| Inspire Trust Co, N.A. | 0.89% | Add +36.6% | 104,417 | $3.2M |
| Plato Investment Management Ltd | 0.26% | New | 103,270 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 102,797 | $3.2M |
| Point72 Asset Management | 0.01% | Add +1504.7% | 102,700 | $3.2M |
| Point72 Hong Kong Ltd | 0.23% | Reduce -41.3% | 101,962 | $3.2M |
| Nomura Holdings Inc. | 0.02% | New | 100,025 | $3.1M |
| Point Break Capital Management, LLC | 3.59% | Reduce -3.9% | 98,927 | $3.1M |
| Metis Global Partners, LLC | 0.10% | Reduce -4.8% | 99,061 | $3.1M |
| Helios Capital Management Pte. Ltd. | 1.87% | No change | 98,224 | $3.0M |
| Highland Capital Management, LLC | 0.17% | Reduce -0.4% | 97,841 | $3.0M |
| Groupama Asset Managment | 0.08% | Add +107.1% | 121,007 | $3.0M |
| US Bancorp \de | 0.00% | Add +3.0% | 94,164 | $2.9M |
| Logan Capital Management Inc. | 0.11% | Add +4.2% | 88,025 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -0.4% | 87,008 | $2.7M |
| Independent Advisor Alliance | 0.10% | Reduce -0.6% | 85,636 | $2.6M |
| Cloverfields Capital Group, LP | 0.82% | Add +11.4% | 82,566 | $2.6M |
| Ossiam | 0.05% | Add +96.0% | 82,045 | $2.5M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -1.5% | 81,309 | $2.5M |
| Beach Investment Counsel Inc. | 0.31% | No change | 80,756 | $2.5M |
| Equitable Trust Co. | 0.15% | Reduce -1.3% | 76,577 | $2.4M |
| Graham Capital Management, L.P. | 0.13% | Reduce -74.1% | 76,254 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -75.0% | 75,894 | $2.3M |
| Gendell Jeffrey L | 0.07% | No change | 75,000 | $2.3M |
| Signaturefd, LLC | 0.04% | Add +2.6% | 74,547 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +13.1% | 72,493 | $2.2M |
| First Trust Direct Indexing L.P. | 0.12% | Reduce -1.6% | 72,106 | $2.2M |
| Alaethes Wealth, LLC | 0.81% | Reduce -6.0% | 71,111 | $2.2M |
| Marex Group Ltd | 0.05% | Reduce -2.5% | 71,056 | $2.2M |
| Altman Advisors, Inc. | 0.94% | Add +1.0% | 68,581 | $2.1M |
| Glenmede Trust Co. NA | 0.01% | Add +3.0% | 66,504 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.7% | 65,569 | $2.0M |
| Great Lakes Advisors, LLC | 0.02% | Add +15.0% | 64,422 | $2.0M |
| Wealth Alliance Advisory Group, LLC | 0.41% | No change | 63,567 | $2.0M |
| Banco Santander, S.A. | 0.02% | Reduce -11.6% | 63,043 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 62,370 | $1.9M |
| Choreo, LLC | 0.03% | Add +5.4% | 61,621 | $1.9M |
| Cigna Investments Inc. | 0.34% | Reduce -0.3% | 61,459 | $1.9M |
| Legacy Wealth Asset Management, LLC | 0.50% | Add +0.7% | 60,705 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 60,011 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -14.1% | 59,665 | $1.8M |
| Syon Capital LLC | 0.16% | Add +3.4% | 59,519 | $1.8M |
| Capital International Sarl | 0.05% | Reduce -9.0% | 59,554 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.9% | 59,260 | $1.8M |
| Bessemer Group Inc. | 0.00% | Reduce -6.2% | 58,239 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.17% | Reduce -7.6% | 57,968 | $1.8M |
| Parallax Volatility Advisers, L.P. | 0.05% | New | 56,887 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 56,701 | $1.8M |
| Forum Financial Management, LP | 0.03% | No change | 56,356 | $1.7M |
| Dynamic Technology Lab Private Ltd | 0.18% | New | 56,012 | $1.7M |
| PEAK6 Investments LLC | 0.09% | Add +34.2% | 54,971 | $1.7M |
| Qtron Investments LLC | 0.23% | No change | 53,790 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.6% | 53,672 | $1.7M |
| Pitcairn Co. | 0.10% | Reduce -12.9% | 53,287 | $1.6M |
| Mitchell & Pahl Private Wealth, LLC | 0.77% | Reduce -0.1% | 53,220 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +40.3% | 51,533 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.5% | 51,401 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.8% | 50,835 | $1.6M |
| Rhumbline Advisers | 0.00% | No change | 49,403 | $1.5M |
| Greenleaf Trust | 0.01% | Add +0.9% | 48,471 | $1.5M |
| Vise Technologies, Inc. | 0.18% | Reduce -4.8% | 46,544 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 46,339 | $1.4M |
| Credit Capital Investments LLC | 1.76% | Reduce -8.0% | 46,000 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +4.0% | 45,964 | $1.4M |
| Morningstar Investment Services LLC | 0.01% | Add +3.0% | 44,917 | $1.4M |
| Stamos Capital Partners, L.P. | 0.30% | Add +1.1% | 41,880 | $1.3M |
| Baker Ellis Asset Management LLC | 0.18% | No change | 41,600 | $1.3M |
| Schechter Investment Advisors, LLC | 0.09% | Reduce -1.1% | 41,199 | $1.3M |
| Legacy Capital Group California, Inc. | 0.42% | Reduce -1.9% | 40,537 | $1.3M |
| Walleye Capital LLC | 0.01% | Add +160.7% | 39,765 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -28.4% | 37,820 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +6907.6% | 37,841 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -3.7% | 37,746 | $1.2M |
| Quadrant Capital Group LLC | 0.08% | Add +2.3% | 37,582 | $1.2M |
| BTC Capital Management, Inc. | 0.10% | Add +7.7% | 37,491 | $1.2M |
| SOL Capital Management CO | 0.13% | No change | 36,830 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +44.8% | 38,153 | $1.1M |
| Bailard, Inc. | 0.03% | Add +0.7% | 36,226 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.23% | Add +16.1% | 36,047 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +30.5% | 34,515 | $1.1M |
| Lake Street Advisors Group, LLC | 0.05% | Reduce -2.7% | 35,428 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -88.5% | 35,471 | $1.1M |
| Transatlantique Private Wealth LLC | 0.41% | Add +19.3% | 35,195 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +2.4% | 34,962 | $1.1M |
| Zhang Financial LLC | 0.07% | Add +8.3% | 34,640 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | Add +34.8% | 47,771 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.7% | 34,228 | $1.1M |
| Gabelli Funds LLC | 0.01% | Reduce -8.1% | 34,000 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +9.6% | 33,567 | $1.0M |
| Occudo Quantitative Strategies LP | 0.19% | New | 33,466 | $1.0M |
| Kathmere Capital Management, LLC | 0.10% | Reduce -1.6% | 33,438 | $1.0M |
| Seven Eight Capital, LP | 0.09% | Add +6.9% | 33,293 | $1.0M |
| Trivant Custom Portfolio Group, LLC | 0.59% | Reduce -0.7% | 32,920 | $1.0M |
| Wolverine Trading, LLC | 0.03% | Reduce -31.9% | 32,577 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.1% | 32,593 | $1.0M |
| Raymond James Trust N.A. | 0.02% | Reduce -5.1% | 32,506 | $1.0M |
| Diversify Wealth Management, LLC | 0.10% | Add +5.7% | 31,060 | $992K |
| Advisors Asset Management, Inc. | 0.02% | Add +11.3% | 31,596 | $977K |
| Centennial Bank | 0.44% | Reduce -6.5% | 31,339 | $969K |
| Verition Fund Management LLC | 0.01% | Add +58.6% | 31,214 | $965K |
| AQR Capital Management | 0.00% | Add +10.8% | 30,936 | $956K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.0% | 30,680 | $948K |
| Park Avenue Securities LLC | 0.01% | Reduce -26.1% | 30,567 | $945K |
| Cullinan Associates Inc. | 0.05% | No change | 29,000 | $937K |
| Atlas Capital Advisors Inc. | 0.14% | Reduce -7.1% | 30,318 | $937K |
| Squarepoint Ops LLC | 0.00% | Reduce -21.4% | 30,068 | $929K |
| Valeo Financial Advisors, LLC | 0.03% | Add +2.8% | 29,893 | $924K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 29,836 | $922K |
| Compound Planning, Inc. | 0.06% | Add +6.1% | 29,587 | $915K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -18.1% | 29,429 | $910K |
| Connable Office Inc. | 0.09% | No change | 29,352 | $907K |
| Personal Cfo Solutions, LLC | 0.12% | Reduce -3.8% | 28,578 | $883K |
| AdvisorShares Investments LLC | 0.17% | Reduce -6.0% | 28,005 | $866K |
| First Hawaiian Bank | 0.03% | Reduce -10.1% | 27,978 | $865K |
| Net Worth Advisory Group | 0.25% | — | 27,110 | $838K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.3% | 27,012 | $835K |
| JFS Wealth Advisors, LLC | 0.06% | Add +3494.8% | 26,817 | $829K |
| Advisors Capital Management, LLC | 0.01% | Reduce -15.3% | 25,408 | $785K |
| Coldstream Capital Management Inc. | 0.02% | Add +8.7% | 24,863 | $769K |
| Greenwich Wealth Management LLC | 0.05% | No change | 24,847 | $768K |
| Simmons Bank | 0.06% | Reduce -8.3% | 24,769 | $766K |
| Cookson Peirce & Co. Inc. | 0.04% | Reduce -6.1% | 24,436 | $755K |
| Evergreen Capital Management LLC | 0.03% | Add +3.6% | 24,317 | $752K |
| Susquehanna International Securities, Ltd. | 0.25% | Reduce -99.5% | 23,869 | $738K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -4.8% | 23,697 | $732K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.6% | 23,656 | $731K |
| Summit Global Investments | 0.05% | Reduce -50.9% | 23,445 | $725K |
| Massachusetts Wealth Management | 0.45% | Reduce -54.4% | 23,080 | $713K |
| Compton Wealth Advisory Group, LLC | 0.18% | No change | 22,591 | $698K |
| Checchi Capital Advisers, LLC | 0.05% | Add +1.0% | 22,579 | $698K |
| Ethic Inc. | 0.02% | Reduce -26.2% | 22,686 | $697K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.2% | 21,658 | $669K |
| Callan Capital, LLC | 0.05% | Add +29.6% | 21,330 | $659K |
| &partners | 0.01% | Add +56.4% | 20,948 | $644K |
| XTX Topco Ltd | 0.05% | Add +26.7% | 20,534 | $635K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +0.8% | 20,423 | $631K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +5.8% | 19,054 | $589K |
| Clarius Group, LLC | 0.04% | Reduce -32.6% | 18,759 | $580K |
| Clearstead Advisors, LLC | 0.01% | No change | 18,423 | $569K |
| Harbour Capital Advisors, LLC | 0.13% | Add +102.7% | 17,890 | $565K |
| Capital Fund Management S.A. | 0.01% | New | 18,053 | $558K |
| DAVENPORT & Co LLC | 0.00% | Add +6.9% | 17,989 | $556K |
| Solstein Capital, LLC | 0.29% | Reduce -6.9% | 17,996 | $556K |
| Fifth Third Bancorp | 0.00% | Reduce -26.0% | 17,929 | $554K |
| Ieq Capital, LLC | 0.01% | Add +10.6% | 17,336 | $536K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.1% | 17,142 | $529K |
| Parallel Advisors, LLC | 0.01% | Add +1.6% | 16,824 | $520K |
| PDS Planning, Inc | 0.05% | Add +0.5% | 16,455 | $509K |
| Gradient Investments LLC | 0.01% | Reduce -0.9% | 15,989 | $494K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -0.3% | 15,966 | $493K |
| Sage Rhino Capital LLC | 0.11% | Add +0.6% | 15,870 | $491K |
| Thrivent Financial for Lutherans | 0.00% | Add +44.9% | 15,775 | $488K |
| Gallacher Capital Management LLC | 0.22% | Add +0.7% | 15,617 | $483K |
| Studio Investment Management LLC | 0.10% | Add +3.1% | 15,556 | $481K |
| Stonegate Investment Group, LLC | 0.01% | Add +5.4% | 15,456 | $478K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.1% | 15,371 | $473K |
| Prudential Financial Inc. | 0.00% | Reduce -18.9% | 15,292 | $473K |
| Mediolanum International Funds Ltd | 0.01% | Add +5.7% | 15,083 | $469K |
| Bridgewater Advisors Inc. | 0.05% | Reduce -1.5% | 14,266 | $468K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 14,930 | $461K |
| New Vernon Capital Holdings II LLC | 0.25% | New | 14,767 | $456K |
| FDx Advisors, Inc. | 0.12% | Reduce -5.4% | 14,620 | $452K |
| Macquarie Group Ltd. | 0.00% | No change | 14,000 | $431K |
| 44 Wealth Management LLC | 0.15% | — | 13,214 | $422K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -4.6% | 13,641 | $422K |
| Spire Wealth Management | 0.01% | Reduce -3.0% | 13,574 | $420K |
| Dakota Wealth Management | 0.01% | Reduce -3.2% | 13,570 | $419K |
| West Family Investments, Inc. | 0.14% | New | 13,537 | $418K |
| Calydon Capital | 0.07% | Add +97.0% | 14,049 | $415K |
| Sivia Capital Partners, LLC | 0.24% | Reduce -2.1% | 13,394 | $414K |
| Seed Wealth Management, Inc. | 0.32% | No change | 13,135 | $406K |
| Pinnacle Associates Ltd. | 0.01% | Add +35.0% | 13,123 | $406K |
| Leuthold Group, LLC | 0.04% | Reduce -2.4% | 13,057 | $404K |
| Citadel Advisors | 0.00% | Reduce -94.8% | 12,933 | $400K |
| Sax Wealth Advisors, LLC | 0.04% | Add +9.1% | 12,843 | $397K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -31.2% | 12,833 | $397K |
| TD Private Client Wealth LLC | 0.01% | Add +3.2% | 12,813 | $396K |
| TD Waterhouse Canada Inc. | 0.00% | Add +36.5% | 12,533 | $386K |
| Winning Points Advisors, LLC | 0.73% | — | 15,534 | $384K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +0.8% | 12,211 | $377K |
| First National Bank of Hutchinson | 0.24% | No change | 12,129 | $375K |
| Bleakley Financial Group, LLC | 0.01% | Add +13.4% | 11,961 | $370K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 11,805 | $365K |
| swisspartners Advisors Ltd | 0.34% | No change | 14,000 | $365K |
| Crestline Management, L.P. | 0.02% | New | 11,711 | $362K |
| Allianz SE | 0.01% | Reduce -0.1% | 11,543 | $357K |
| Sowell Financial Services LLC | 0.02% | Reduce -2.5% | 11,483 | $355K |
| American Trust Investment Advisors, LLC | 0.14% | Reduce -11.3% | 11,340 | $351K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.2% | 11,251 | $348K |
| Synovus Financial Corp. | 0.00% | Add +0.5% | 11,237 | $347K |
| D'Orazio & Associates, Inc. | 0.05% | Reduce -0.6% | 11,194 | $346K |
| Drive Wealth Management, LLC | 0.09% | Add +0.6% | 11,164 | $345K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -27.0% | 11,153 | $345K |
| Investors Research Corp | 0.08% | No change | 11,118 | $344K |
| Sage Mountain Advisors LLC | 0.03% | No change | 10,966 | $339K |
| Lindbrook Capital, LLC | 0.03% | Reduce -15.0% | 10,902 | $337K |
| Barometer Capital Management Inc. | 0.10% | No change | 10,889 | $337K |
| Claro Advisors Inc. | 0.04% | Reduce -0.4% | 10,714 | $331K |
| Caprock Group, LLC | 0.01% | Add +6.7% | 10,676 | $330K |
| Oddo BHF Asset Management Sas | 0.02% | — | 12,661 | $330K |
| Ascent Group, LLC | 0.02% | Reduce -0.6% | 10,508 | $325K |
| Stephens Inc. | 0.00% | No change | 10,432 | $322K |
| Hilltop Holdings Inc. | 0.02% | Add +30.5% | 10,428 | $321K |
| Shilanski & Associates, Inc. | 0.10% | Reduce -1.4% | 10,393 | $321K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -26.6% | 9,866 | $321K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -2.6% | 10,238 | $316K |
| Bank Pictet & Cie (Europe) AG | 0.01% | Add +17.2% | 10,209 | $315K |
| Whittier Trust Co. | 0.00% | Add +17.3% | 10,152 | $314K |
| Optas, LLC | 0.07% | Add +0.8% | 9,964 | $308K |
| Covenant Partners, LLC | 0.09% | Reduce -50.5% | 9,908 | $306K |
| Focus Partners Wealth | 0.00% | Reduce -20.2% | 9,870 | $305K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Add +26.0% | 9,793 | $303K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -86.6% | 9,779 | $302K |
| D.A. Davidson & Co. | 0.00% | Add +0.2% | 9,750 | $301K |
| Calamos Wealth Management LLC | 0.02% | No change | 9,695 | $300K |
| Centiva Capital, LP | 0.01% | Reduce -31.6% | 9,689 | $299K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -1.1% | 9,598 | $297K |
| Bridgefront Capital, LLC | 0.11% | New | 9,509 | $294K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -13.0% | 9,480 | $293K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +3.3% | 9,382 | $290K |
| Wedmont Private Capital | 0.02% | Add +10.6% | 9,173 | $287K |
| Commerce Bank | 0.00% | Add +3.9% | 9,278 | $287K |
| Financial Advocates Investment Management | 0.02% | Reduce -4.1% | 9,204 | $284K |
| Jones Financial Companies LLLP | 0.00% | Add +224.2% | 9,084 | $282K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +31.8% | 9,081 | $281K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 8,968 | $277K |
| Keel Point, LLC | 0.02% | Add +0.5% | 8,838 | $273K |
| Five Oceans Advisors | 0.13% | Add +1.2% | 8,825 | $273K |
| MQS Management LLC | 0.15% | New | 8,649 | $267K |
| Columbia Asset Management | 0.05% | Add +3.4% | 8,552 | $264K |
| Nebula Research & Development LLC | 0.03% | New | 8,535 | $264K |
| Keybank National Association | 0.00% | Reduce -2.1% | 8,278 | $256K |
| Autumn Glory Partners, LLC | 0.10% | New | 7,888 | $252K |
| Fiduciary Trust Co | 0.00% | Reduce -0.1% | 8,074 | $250K |
| Morse Asset Management, Inc | 0.05% | New | 7,875 | $243K |
| CHICAGO TRUST Co NA | 0.04% | Add +15.2% | 7,828 | $242K |
| Traveka Wealth, LLC | 0.12% | Add +4.2% | 7,782 | $241K |
| Wrapmanager Inc. | 0.06% | Reduce -18.6% | 7,775 | $240K |
| Venturi Wealth Management, LLC | 0.01% | Add +88.7% | 7,730 | $239K |
| Park National Corp. | 0.01% | Reduce -2.9% | 7,680 | $237K |
| Financial Counselors Inc. | 0.00% | Reduce -22.0% | 7,659 | $237K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 7,600 | $235K |
| Seven Mile Advisory | 0.16% | Add +6.4% | 7,598 | $235K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +6.6% | 7,346 | $227K |
| Cwm, LLC | 0.00% | Reduce -3.6% | 7,347 | $227K |
| HighPoint Advisor Group LLC | 0.01% | New | 7,284 | $227K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.0% | 7,322 | $226K |
| Westover Capital Advisors, LLC | 0.04% | No change | 7,300 | $226K |
| Cromwell Holdings LLC | 0.14% | No change | 7,242 | $224K |
| First City Capital Management, Inc. | 0.11% | Reduce -4.5% | 7,164 | $221K |
| Blair William & Co. | 0.00% | Reduce -2.9% | 7,153 | $221K |
| Empower Advisory Group, LLC | 0.00% | Add +4.4% | 7,153 | $221K |
| Advisor OS, LLC | 0.02% | Reduce -10.0% | 7,146 | $221K |
| Angeles Investment Advisors, LLC | 0.01% | Reduce -0.9% | 7,109 | $220K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.1% | 7,012 | $217K |
| RMR Wealth Builders | 0.02% | No change | 6,980 | $216K |
| Savant Capital, LLC | 0.00% | New | 6,951 | $215K |
| HB Wealth Management, LLC | 0.00% | New | 6,653 | $206K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -6.1% | 6,589 | $204K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -48.8% | 6,353 | $196K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -32.3% | 6,342 | $196K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 5,970 | $185K |
| Allworth Financial LP | 0.00% | Add +5.5% | 5,194 | $161K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -2.9% | 5,177 | $160K |
| IFP Advisors, Inc | 0.01% | Reduce -22.9% | 5,081 | $157K |
| Principal Securities, Inc. | 0.00% | Reduce -4.6% | 5,076 | $157K |
| Chesapeake Asset Management LLC | 0.13% | No change | 4,950 | $153K |
| GeoWealth Management, LLC | 0.01% | Reduce -19.0% | 4,941 | $153K |
| Financial Perspectives, Inc | 0.05% | No change | 4,894 | $151K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.3% | 4,248 | $131K |
| Arax Advisory Partners | 0.01% | Reduce -0.7% | 4,245 | $131K |
| Bruce G. Allen Investments, LLC | 0.10% | Add +19.5% | 3,995 | $123K |
| Rothschild Investment LLC | 0.01% | Add +6.6% | 3,757 | $116K |
| UMB Bank, n.a. | 0.00% | Reduce -25.5% | 3,508 | $108K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | No change | 3,450 | $107K |
| Smartleaf Asset Management LLC | 0.01% | Add +165.0% | 3,403 | $106K |
| International Assets Investment Management, LLC | 0.01% | New | 3,198 | $99K |
| Rosenberg Matthew Hamilton | 0.02% | Add +15.7% | 2,624 | $81K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,620 | $81K |
| Hilltop National Bank | 0.02% | No change | 2,573 | $80K |
| Sandy Spring Bank | 0.00% | New | 2,564 | $79K |
| Harbour Investments, Inc. | 0.00% | No change | 2,531 | $78K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 2,347 | $73K |
| FSC Wealth Advisors, LLC | 0.05% | New | 2,313 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.1% | 2,142 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -37.1% | 2,102 | $65K |
| Global Retirement Partners, LLC | 0.00% | Reduce -38.6% | 2,095 | $65K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,952 | $60K |
| IAG Wealth Partners, LLC | 0.01% | New | 1,915 | $59K |
| Huntington National Bank | 0.00% | Reduce -23.5% | 1,872 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -7.1% | 1,855 | $57K |
| Activest Wealth Management | 0.02% | No change | 1,817 | $56K |
| Group One Trading LLC | 0.00% | New | 1,809 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.5% | 1,748 | $54K |
| Advisory Services Network, LLC | 0.00% | No change | 1,794 | $53K |
| Mather Group, Llc. | 0.00% | Reduce -0.3% | 1,630 | $50K |
| Continuum Advisory, LLC | 0.01% | Add +41.6% | 1,532 | $49K |
| Larson Financial Group LLC | 0.00% | No change | 1,519 | $47K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.6% | 1,432 | $44K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.2% | 1,383 | $43K |
| Aquatic Capital Management LLC | 0.00% | New | 1,322 | $41K |
| CKW Financial Group | 0.00% | Reduce -14.3% | 1,200 | $37K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -28.6% | 1,000 | $31K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 991 | $31K |
| Geneos Wealth Management Inc. | 0.00% | New | 924 | $29K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -7.7% | 890 | $28K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.2% | 867 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +18.2% | 832 | $26K |
| GAMMA Investing LLC | 0.00% | Add +19.4% | 793 | $25K |
| Rise Advisors, LLC | 0.01% | No change | 725 | $22K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -31.1% | 691 | $21K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +1.2% | 659 | $20K |
| Clean Yield Group | 0.01% | New | 591 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 580 | $18K |
| Chilton Capital Management LLC | 0.00% | No change | 572 | $18K |
| Ashton Thomas Securities, LLC | 0.00% | New | 528 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 524 | $16K |
| Grove Bank & Trust | 0.00% | Add +140.0% | 504 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $15K |
| NFSG Corp | 0.01% | No change | 500 | $15K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -1.6% | 481 | $15K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 475 | $15K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 464 | $14K |
| Key Financial Inc | 0.00% | No change | 456 | $14K |
| GW&K Investment Management, LLC | 0.00% | No change | 464 | $14K |
| Addison Advisors LLC | 0.00% | Reduce -26.5% | 425 | $13K |
| Montag A & Associates Inc. | 0.00% | No change | 414 | $13K |
| Union Savings Bank | 0.01% | No change | 410 | $13K |
| Global Financial Private Client, LLC | 0.00% | New | 399 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 382 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -55.3% | 365 | $11K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -21.5% | 339 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 315 | $10K |
| Sterling Capital Management LLC | 0.00% | — | 315 | $10K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 313 | $10K |
| Paladin Wealth, LLC | 0.01% | — | 311 | $10K |
| Annapolis Financial Services, LLC | 0.00% | No change | 309 | $10K |
| WealthCollab, LLC | 0.01% | No change | 308 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 274 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 271 | $8K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -14.0% | 270 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -86.1% | 270 | $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% | No change | 227 | $7K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $7K |
| WR Wealth Planners, LLC | 0.00% | Reduce -26.1% | 221 | $7K |
| Hoese & Co LLP | 0.01% | New | 200 | $6K |
| Federated Hermes, Inc. | 0.00% | No change | 192 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 187 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 184 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | — | 181 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -69.8% | 180 | $6K |
| Copeland Capital Management, LLC | 0.00% | New | 171 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 179 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 167 | $5K |
| Bull Oak Capital, LLC | 0.00% | New | 139 | $4K |
| Highline Wealth Partners LLC | 0.00% | Add +305.9% | 138 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 136 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 128 | $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% | No change | 99 | $3K |
| Asset Dedication, LLC | 0.00% | New | 95 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +12.5% | 81 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 80 | $2K |
| Eastern Bank | 0.00% | New | 77 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $2K |
| Mendota Financial Group, LLC | 0.00% | Add +47.7% | 65 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 65 | $2K |
| Avion Wealth | 0.00% | No change | 65 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 48 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 47 | $1K |
| Abound Wealth Management | 0.00% | Add +115.0% | 43 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 41 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 36 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -87.3% | 34 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 17 | $511 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 9 | $279 |
| West Branch Capital LLC | 0.00% | New | 4 | $128 |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $124 |
| Tortoise Investment Management, LLC | 0.00% | No change | 3 | $93 |
| Northwest Financial Advisors | 0.00% | New | 1 | $31 |
| Forsta Ap-Fonden | 0.00% | Reduce -30.3% | 442,323 | $0 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -44.8% | 16 | $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.