UBS Group AG-RegUBS
13F holders, Q4 2024 (December 31)572holders +23
58new positions
52sold out
7famous investors
$30.38avg. 13F price*
At the end of Q4 2024, 572 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 23 from Q3 2024. 58 opened new positions and 52 sold out. The largest holders were Norges Bank ($5.6B), UBS Group AG ($4.7B) and Vanguard Group Inc. ($3.9B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $362.7M |
| Exits | 52 | $108.8M |
All 13F filers, Q3 2024 → Q4 2024: 92,437,749 shares bought and 67,235,143 shares sold, net +25,202,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| Norges Bank | 0.73% | Add +4.0% | 183,111,351 | $5.6B |
| UBS Group AG | 1.04% | Reduce -1.2% | 153,584,812 | $4.7B |
| Vanguard Group Inc. | 0.07% | Add +1.0% | 127,886,868 | $3.9B |
| Massachusetts Financial Services Co. | 0.78% | Reduce -11.0% | 81,211,535 | $2.5B |
| Dodge & Cox | 1.31% | Add +0.2% | 73,497,042 | $2.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.52% | Reduce -2.9% | 73,530,280 | $2.2B |
| FMR LLC | 0.10% | Add +29.4% | 55,533,620 | $1.7B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.48% | Reduce -10.4% | 51,379,092 | $1.6B |
| Cevian Capital II GP LTD | 51.50% | No change | 43,787,401 | $1.3B |
| Capital World Investors | 0.17% | Reduce -5.0% | 37,428,808 | $1.1B |
| Pictet Asset Management Holding SA | 1.16% | Add +18.9% | 34,979,795 | $1.1B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.92% | Add +162.6% | 28,307,335 | $858.4M |
| Legal & General Group Plc | 0.22% | Reduce -1.5% | 27,475,001 | $840.7M |
| Pzena Investment Management LLC | 2.79% | Reduce -3.9% | 29,590,323 | $820.5M |
| Deutsche Bank AG | 0.32% | Add +15.8% | 27,013,906 | $819.1M |
| JPMorgan Chase & Co. | 0.06% | Reduce -48.2% | 26,473,575 | $802.7M |
| Goldman Sachs Group Inc. | 0.13% | Add +8.4% | 22,433,670 | $680.2M |
| Arrowstreet Capital, Limited Partnership | 0.50% | Reduce -6.5% | 20,690,244 | $630.8M |
| Amundi | 0.19% | Add +0.6% | 16,751,961 | $543.9M |
| Vontobel Holding Ltd. | 1.72% | Add +1.9% | 16,445,068 | $502.4M |
| Wellington Management Group LLP | 0.07% | Reduce -5.7% | 12,921,485 | $395.4M |
| Nuveen Asset Management, LLC | 0.10% | Add +7.4% | 11,891,970 | $363.3M |
| Morgan Stanley | 0.02% | Add +0.4% | 10,045,476 | $304.6M |
| Bank of America Corp. | 0.03% | Reduce -20.6% | 9,278,035 | $281.3M |
| Bank of New York Mellon Corp | 0.05% | Reduce -4.2% | 8,591,356 | $260.5M |
| Royal Bank of Canada | 0.05% | Add +4.7% | 8,359,784 | $253.5M |
| Caisse Des Depots Et Consignations | 11.47% | — | 8,423,761 | $233.6M |
| ARGA Investment Management, LP | 7.32% | Add +6.5% | 7,338,038 | $224.3M |
| FIL Ltd | 0.20% | Add +3.0% | 7,039,449 | $215.1M |
| SIH Partners, LLLP | 15.03% | New | 7,076,063 | $214.5M |
| Acadian Asset Management LLC | 0.60% | Add +13.7% | 6,804,825 | $208.2M |
| Royal London Asset Management Ltd. | 0.50% | Reduce -5.2% | 6,775,955 | $205.4M |
| Citigroup Inc. | 0.19% | Add +44.2% | 6,564,853 | $200.9M |
| Canada Pension Plan Investment Board | 0.18% | Reduce -33.0% | 6,145,219 | $187.7M |
| Russell Investments Group, Ltd. | 0.24% | Add +2.6% | 5,627,663 | $172.2M |
| Bank of Montreal | 0.08% | Add +191.7% | 5,296,147 | $161.8M |
| WCM Investment Management, LLC | 0.37% | Reduce -0.2% | 5,185,333 | $159.0M |
| Natixis Advisors, LLC | 0.30% | Add +0.6% | 5,237,829 | $158.8M |
| AXA S.A. | 0.47% | Add +1.8% | 5,092,284 | $154.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.41% | Add +609.5% | 4,375,839 | $133.9M |
| Allianz Asset Management GmbH | 0.19% | Reduce -3.1% | 4,237,380 | $129.7M |
| Compagnie Lombard Odier SCmA | 1.86% | Add +16.4% | 4,121,657 | $126.1M |
| M&G PLC | 0.80% | Reduce -9.0% | 4,103,775 | $125.3M |
| Northern Trust Corp. | 0.02% | Add +20.6% | 4,110,112 | $124.6M |
| Fisher Asset Management | 0.05% | Add +422.4% | 4,036,921 | $122.4M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 4,001,990 | $121.3M |
| J. Safra Sarasin Holding AG | 2.05% | Add +125.8% | 3,957,928 | $121.1M |
| Aviva PLC | 0.31% | Reduce -4.3% | 3,954,907 | $120.9M |
| National Bank of Canada | 0.14% | Add +2927.4% | 3,578,192 | $109.8M |
| DekaBank Deutsche Girozentrale | 0.20% | No change | 4,269,505 | $108.7M |
| LGT Group Foundation | 1.44% | Reduce -30.4% | 3,034,355 | $92.7M |
| Ameriprise Financial Inc. | 0.02% | Add +1.9% | 3,019,370 | $91.6M |
| Korea Investment CORP | 0.19% | Reduce -18.9% | 2,635,937 | $80.7M |
| Liontrust Investment Partners LLP | 1.16% | Add +3.1% | 2,615,450 | $80.0M |
| Public Sector Pension Investment Board | 0.33% | Add +18.4% | 2,530,424 | $77.4M |
| ANTIPODES PARTNERS Ltd | 2.60% | Add +31.4% | 2,449,761 | $75.0M |
| Invesco Ltd. | 0.01% | Add +20.0% | 2,404,933 | $72.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.26% | — | 2,277,946 | $69.7M |
| Credit Agricole S A | 0.23% | Add +89.4% | 2,246,363 | $68.1M |
| HSBC Holdings PLC | 0.04% | Add +30.9% | 2,161,154 | $66.2M |
| Captrust Financial Advisors | 0.19% | Reduce -0.5% | 2,150,062 | $65.2M |
| Border to Coast Pensions Partnership Ltd | 1.25% | Add +15.0% | 2,090,000 | $63.9M |
| Patient Capital Management, LLC | 2.86% | Add +1.0% | 2,042,420 | $61.9M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +4.9% | 2,016,056 | $61.6M |
| Janus Henderson Group PLC | 0.03% | Reduce -5.6% | 1,951,232 | $59.7M |
| Public Employees Retirement System of Ohio | 0.20% | Reduce -14.7% | 1,916,153 | $58.5M |
| Qube Research & Technologies Ltd | 0.09% | Add +193.5% | 1,865,053 | $56.9M |
| Jupiter Asset Management Ltd. | 0.55% | Reduce -5.9% | 1,850,689 | $56.6M |
| Franklin Resources Inc. | 0.02% | Add +34.3% | 1,789,899 | $54.8M |
| Marshall Wace, LLP | 0.07% | New | 1,781,263 | $54.4M |
| Mackenzie Financial Corp. | 0.07% | Add +0.8% | 1,778,047 | $53.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.5% | 1,679,033 | $50.9M |
| Brandes Investment Partners, LP | 0.55% | Add +0.7% | 1,634,014 | $49.5M |
| ABN AMRO Bank N.V. | 0.61% | Add +1.5% | 1,499,239 | $45.4M |
| State of Tennessee, Department of Treasury | 0.16% | Add +0.5% | 1,443,633 | $44.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +0.2% | 1,411,777 | $43.3M |
| Exane Asset Management | 20.28% | Add +21.7% | 1,241,028 | $35.6M |
| American Century Companies Inc. | 0.02% | Add +9.3% | 1,151,221 | $34.9M |
| Raymond James Financial Inc. | 0.01% | — | 1,037,237 | $31.4M |
| TD Asset Management Inc | 0.03% | Reduce -20.0% | 961,431 | $29.4M |
| Levin Capital Strategies, L.P. | 2.67% | Add +1.7% | 920,748 | $27.9M |
| Governors Lane LP | 4.19% | New | 890,800 | $27.2M |
| Caisse de depot et placement du Quebec | 0.06% | Reduce -49.7% | 880,668 | $26.9M |
| Zurich Insurance Group Ltd | 0.21% | Add +44.6% | 855,185 | $26.2M |
| Optiver Holding B.V. | 0.85% | Reduce -15.0% | 863,015 | $26.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.5% | 816,562 | $24.8M |
| Fullerton Fund Management Co Ltd. | 0.85% | New | 792,832 | $24.3M |
| Banque Pictet & Cie SA | 0.20% | Add +0.5% | 677,769 | $20.7M |
| Channing Global Advisors, LLC | 13.34% | Add +22.9% | 654,665 | $20.0M |
| D. E. Shaw & Co. | 0.02% | Add +107.4% | 658,078 | $20.0M |
| Renaissance Technologies | 0.03% | Reduce -38.6% | 628,391 | $19.1M |
| Generali Asset Management SPA SGR | 0.49% | — | 686,132 | $19.0M |
| Haven Global Partners, LLC | 17.74% | — | 614,963 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +0.1% | 589,502 | $17.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -17.9% | 574,213 | $17.4M |
| Voya Investment Management LLC | 0.02% | Add +1.8% | 559,994 | $17.1M |
| Edmond DE Rothschild Holding S.A. | 0.29% | Reduce -3.1% | 548,371 | $16.8M |
| Mangrove Partners Im, LLC | 1.95% | Reduce -20.0% | 527,637 | $16.0M |
| USS Investment Management Ltd | 0.11% | Add +2.6% | 516,617 | $15.8M |
| Baker Avenue Asset Management, LP | 0.48% | Add +1.0% | 517,408 | $15.7M |
| Moran Wealth Management, LLC | 0.48% | Reduce -1.8% | 491,187 | $14.9M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +11.2% | 489,294 | $14.8M |
| Janney Capital Management LLC | 0.93% | Reduce -1.7% | 463,791 | $14.1M |
| Systrade AG | 21.29% | Add +2.1% | 495,000 | $12.5M |
| Henry James International Management Inc. | 4.49% | Add +0.1% | 410,930 | $12.5M |
| MetLife Investment Management, LLC | 0.06% | Add +31.8% | 385,487 | $11.8M |
| Pictet North America Advisors SA | 1.11% | Reduce -33.2% | 382,355 | $11.7M |
| Gardner Lewis Asset Management L P | 2.86% | Reduce -1.5% | 371,946 | $11.3M |
| Cibc World Market Inc. | 0.02% | Reduce -0.1% | 353,005 | $10.8M |
| Baader Bank Aktiengesellschaft | 0.98% | No change | 350,000 | $10.7M |
| Black Diamond Capital Management, L.L.C. | 5.71% | No change | 350,000 | $10.6M |
| Susquehanna Advisors Group, Inc. | 0.73% | — | 343,700 | $10.4M |
| RBF Capital, LLC | 0.51% | No change | 325,000 | $9.9M |
| Portolan Capital Management, LLC | 0.66% | New | 321,566 | $9.7M |
| Contravisory Investment Management, Inc. | 2.05% | Reduce -0.9% | 316,505 | $9.6M |
| Maryland State Retirement & Pension System | 0.20% | Reduce -2.4% | 308,601 | $9.4M |
| M&T Bank Corp | 0.03% | Reduce -13.0% | 291,764 | $8.9M |
| Prudential PLC | 0.04% | Reduce -3.0% | 284,762 | $8.7M |
| QRG Capital Management, Inc. | 0.09% | Reduce -29.5% | 277,485 | $8.4M |
| LGT Fund Management Co Ltd. | 0.74% | Add +15.1% | 274,891 | $8.4M |
| RPg Family Wealth Advisory, LLC | 2.97% | Add +4.1% | 276,769 | $8.4M |
| Creative Planning | 0.01% | Add +13.9% | 266,552 | $8.1M |
| AMF Tjanstepension AB | 0.06% | Add +114.5% | 261,942 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +344.6% | 263,453 | $8.0M |
| Crossmark Global Holdings, Inc. | 0.15% | Add +1.6% | 259,679 | $7.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.9% | 259,326 | $7.9M |
| Tudor Investment Corporation | 0.08% | New | 258,525 | $7.8M |
| Quantinno Capital Management LP | 0.08% | Add +52.3% | 251,671 | $7.6M |
| First Trust Advisors LP | 0.01% | Add +13.4% | 242,471 | $7.4M |
| DJE Kapital AG | 0.17% | — | 235,186 | $7.1M |
| Pathstone Holdings, LLC | 0.03% | Add +2.6% | 226,226 | $6.9M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 221,894 | $6.8M |
| Ritholtz Wealth Management | 0.18% | Add +16.6% | 206,803 | $6.3M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -4.2% | 201,064 | $6.2M |
| Parkwood LLC | 0.75% | New | 199,507 | $6.1M |
| NatWest Group plc | 1.78% | Add +87.2% | 197,901 | $6.0M |
| Sei Investments Co. | 0.01% | Add +2.7% | 197,201 | $6.0M |
| LPL Financial LLC | 0.00% | Add +20.4% | 195,629 | $5.9M |
| Promethos Capital, LLC | 1.99% | No change | 185,831 | $5.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 182,355 | $5.6M |
| Quinn Opportunity Partners LLC | 0.38% | Reduce -10.3% | 173,629 | $5.3M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +8.8% | 170,905 | $5.2M |
| Mariner, LLC | 0.01% | Add +0.1% | 169,232 | $5.1M |
| Advanced Portfolio Management, LLC | 5.71% | New | 165,000 | $5.0M |
| Fiera Capital Corp | 0.02% | Add +41.7% | 157,979 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -46.1% | 150,839 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.6% | 144,994 | $4.4M |
| Clearbridge Investments, LLC | 0.00% | Reduce -12.0% | 144,113 | $4.4M |
| Mediolanum International Funds Ltd | 0.06% | Add +845.1% | 142,551 | $4.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | Reduce -3.3% | 135,861 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.1% | 135,773 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -0.1% | 135,773 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.3% | 122,700 | $3.7M |
| Timber Creek Capital Management LLC | 1.03% | Add +0.3% | 117,613 | $3.6M |
| US Bancorp \de | 0.00% | Add +21.0% | 113,907 | $3.5M |
| Vident Advisory, LLC | 0.06% | Reduce -3.7% | 113,009 | $3.4M |
| Helios Capital Management Pte. Ltd. | 2.00% | Add +14.0% | 112,000 | $3.4M |
| Dorsey Wright & Associates | 0.80% | Reduce -22.1% | 110,330 | $3.3M |
| Plato Investment Management Ltd | 0.24% | Add +4.1% | 107,490 | $3.3M |
| Inspire Trust Co, N.A. | 0.84% | Add +3.4% | 108,000 | $3.3M |
| Mitchell Capital Management Co. | 0.56% | Reduce -2.4% | 106,196 | $3.2M |
| Metis Global Partners, LLC | 0.10% | Add +5.4% | 104,451 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 105,166 | $3.2M |
| Groupama Asset Managment | 0.07% | Reduce -5.5% | 114,363 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 102,860 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -26.6% | 99,637 | $3.0M |
| Citadel Advisors | 0.00% | Add +637.6% | 95,396 | $2.9M |
| Highland Capital Management, LLC | 0.17% | Reduce -2.6% | 95,316 | $2.9M |
| Cerity Partners LLC | 0.01% | Reduce -28.8% | 91,822 | $2.8M |
| Two Sigma Advisers, LP | 0.01% | Reduce -53.0% | 92,386 | $2.8M |
| United Services Automobile Association | 0.09% | No change | 110,504 | $2.8M |
| Logan Capital Management Inc. | 0.11% | Add +1.7% | 89,505 | $2.7M |
| Cloverfields Capital Group, LP | 0.86% | Add +7.3% | 88,556 | $2.7M |
| Banco Santander, S.A. | 0.03% | Add +37.2% | 86,500 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -1.1% | 86,015 | $2.6M |
| Independent Advisor Alliance | 0.03% | Add +0.4% | 85,975 | $2.6M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -3.1% | 78,810 | $2.4M |
| Signaturefd, LLC | 0.05% | Add +5.6% | 78,725 | $2.4M |
| Equitable Trust Co. | 0.13% | Reduce -1.8% | 75,213 | $2.3M |
| Gendell Jeffrey L | 0.07% | No change | 75,000 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +1.1% | 73,290 | $2.2M |
| Ossiam | 0.04% | Reduce -11.9% | 72,265 | $2.2M |
| Beach Investment Counsel Inc. | 0.29% | Reduce -11.1% | 71,775 | $2.2M |
| Alaethes Wealth, LLC | 0.78% | Add +0.9% | 71,743 | $2.2M |
| Great Lakes Advisors, LLC | 0.02% | Add +8.4% | 69,811 | $2.1M |
| Altman Advisors, Inc. | 0.89% | Add +0.4% | 68,834 | $2.1M |
| Glenmede Trust Co. NA | 0.01% | Add +3.2% | 68,630 | $2.1M |
| Forum Financial Management, LP | 0.03% | Add +20.9% | 68,105 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.5% | 65,889 | $2.0M |
| Wealth Alliance Advisory Group, LLC | 0.41% | Reduce -0.3% | 63,400 | $1.9M |
| Cigna Investments Inc. | 0.33% | Reduce -0.3% | 61,251 | $1.9M |
| Marex Group Ltd | 0.03% | Reduce -13.4% | 61,557 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 60,549 | $1.8M |
| Legacy Wealth Asset Management, LLC | 0.50% | Reduce -0.6% | 60,322 | $1.8M |
| Orca Wealth Management, LLC | 1.64% | — | 60,208 | $1.8M |
| Capital International Sarl | 0.04% | No change | 59,554 | $1.8M |
| Pitcairn Co. | 0.11% | Add +12.3% | 59,831 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +0.9% | 58,777 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -5.8% | 58,737 | $1.8M |
| Choreo, LLC | 0.03% | Reduce -5.5% | 58,200 | $1.8M |
| Stamos Capital Partners, L.P. | 0.41% | Add +37.3% | 57,500 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +9.6% | 56,500 | $1.7M |
| Mitchell & Pahl Private Wealth, LLC | 0.78% | Add +4.1% | 55,397 | $1.7M |
| Group One Trading LLC | 0.06% | Add +2928.9% | 54,793 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.13% | Reduce -6.0% | 54,462 | $1.7M |
| Qtron Investments LLC | 0.23% | Add +0.1% | 53,833 | $1.6M |
| Vise Technologies, Inc. | 0.14% | Add +16.5% | 54,234 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | No change | 53,672 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.9% | 53,410 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +13.0% | 51,938 | $1.6M |
| Wolverine Trading, LLC | 0.03% | Add +49.7% | 48,769 | $1.5M |
| Greenleaf Trust | 0.01% | Add +0.2% | 48,549 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -19.9% | 47,817 | $1.4M |
| Gator Capital Management, LLC | 0.55% | New | 47,600 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.4% | 47,580 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +54.5% | 47,403 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.6% | 47,029 | $1.4M |
| Andra AP-fonden | 0.02% | Reduce -71.4% | 47,484 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +13.0% | 42,753 | $1.3M |
| Credit Capital Investments LLC | 1.69% | Reduce -6.5% | 43,000 | $1.3M |
| Schechter Investment Advisors, LLC | 0.10% | Add +0.5% | 41,420 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.5% | 41,040 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | Add +60.9% | 40,885 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.1% | 40,731 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +7.1% | 40,505 | $1.2M |
| Zhang Financial LLC | 0.07% | Add +16.1% | 40,211 | $1.2M |
| Legacy Capital Group California, Inc. | 0.37% | Reduce -0.9% | 40,164 | $1.2M |
| BTC Capital Management, Inc. | 0.11% | Add +7.7% | 40,389 | $1.2M |
| Beverly Hills Private Wealth, LLC | 0.25% | Add +11.3% | 40,123 | $1.2M |
| Baker Ellis Asset Management LLC | 0.18% | Reduce -4.1% | 39,900 | $1.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +19.3% | 37,054 | $1.2M |
| Quadrant Capital Group LLC | 0.08% | Add +3.2% | 38,785 | $1.2M |
| Rhumbline Advisers | 0.00% | Reduce -21.9% | 38,583 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.9% | 37,404 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +11.2% | 37,309 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +21.7% | 37,205 | $1.1M |
| SOL Capital Management CO | 0.12% | No change | 36,830 | $1.1M |
| Bailard, Inc. | 0.03% | Add +1.5% | 36,767 | $1.1M |
| Transatlantique Private Wealth LLC | 0.42% | Add +3.5% | 36,436 | $1.1M |
| Geode Capital Management, LLC | 0.00% | New | 36,420 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -10.5% | 30,883 | $1.1M |
| Compound Planning, Inc. | 0.06% | Add +22.6% | 36,260 | $1.1M |
| Lake Street Advisors Group, LLC | 0.05% | Add +2.3% | 36,239 | $1.1M |
| AQR Capital Management | 0.00% | Add +17.0% | 36,184 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.3% | 34,999 | $1.1M |
| Kathmere Capital Management, LLC | 0.09% | Add +3.9% | 34,747 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.2% | 34,198 | $1.0M |
| Gabelli Funds LLC | 0.01% | No change | 34,000 | $1.0M |
| Walleye Trading LLC | 0.02% | New | 32,407 | $983K |
| Trivant Custom Portfolio Group, LLC | 0.57% | Reduce -2.6% | 32,061 | $972K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -2.7% | 30,739 | $932K |
| Centennial Bank | 0.44% | Reduce -2.0% | 30,712 | $931K |
| PEAK6 LLC | 0.04% | — | 30,031 | $911K |
| Evelyn Partners Investment Management LLP | 0.03% | — | 28,866 | $882K |
| Cullinan Associates Inc. | 0.06% | No change | 29,000 | $879K |
| Connable Office Inc. | 0.09% | Reduce -1.9% | 28,804 | $873K |
| Fox Run Management, L.L.C. | 0.16% | New | 28,788 | $873K |
| Blue Trust, Inc. | 0.01% | Reduce -25.6% | 28,397 | $861K |
| Personal Cfo Solutions, LLC | 0.17% | Reduce -1.1% | 28,269 | $857K |
| Evergreen Capital Management LLC | 0.03% | Add +14.9% | 27,951 | $847K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -21.5% | 27,858 | $845K |
| &partners | 0.01% | Add +27.1% | 26,628 | $833K |
| First Hawaiian Bank | 0.03% | Reduce -3.1% | 27,114 | $822K |
| Balyasny Asset Management L.P. | 0.00% | New | 27,112 | $822K |
| Atlas Capital Advisors Inc. | 0.10% | Reduce -11.3% | 26,894 | $815K |
| JFS Wealth Advisors, LLC | 0.06% | No change | 26,817 | $813K |
| Ethic Inc. | 0.02% | Add +17.7% | 26,711 | $810K |
| Net Worth Advisory Group | 0.25% | Reduce -1.6% | 26,662 | $808K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -2.0% | 26,474 | $803K |
| Callan Family Office, LLC | 0.05% | New | 25,883 | $785K |
| Quantbot Technologies LP | 0.03% | Reduce -83.3% | 25,478 | $772K |
| Walleye Capital LLC | 0.01% | Reduce -36.1% | 25,416 | $771K |
| Coldstream Capital Management Inc. | 0.02% | Add +0.1% | 24,891 | $755K |
| Cresset Asset Management, LLC | 0.00% | Reduce -78.8% | 24,859 | $754K |
| Greenwich Wealth Management LLC | 0.05% | No change | 24,847 | $753K |
| Main Street Financial Solutions, LLC | 0.07% | New | 23,820 | $722K |
| Brucke Financial, Inc. | 0.62% | — | 20,356 | $721K |
| AdvisorShares Investments LLC | 0.14% | Reduce -15.9% | 23,545 | $714K |
| Checchi Capital Advisers, LLC | 0.05% | Add +4.1% | 23,496 | $712K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.7% | 23,241 | $705K |
| Verition Fund Management LLC | 0.00% | Reduce -26.4% | 22,958 | $696K |
| Compton Wealth Advisory Group, LLC | 0.18% | No change | 22,591 | $685K |
| Callan Capital, LLC | 0.05% | Add +4.3% | 22,244 | $674K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -6.7% | 22,121 | $671K |
| Jones Financial Companies LLLP | 0.00% | Add +142.4% | 22,023 | $668K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 21,307 | $646K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | New | 21,130 | $646K |
| Massachusetts Wealth Management | 0.39% | Reduce -8.7% | 21,080 | $639K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.7% | 20,883 | $633K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +0.6% | 20,544 | $623K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +98.1% | 20,278 | $615K |
| Simmons Bank | 0.04% | Reduce -21.4% | 19,460 | $590K |
| Parallel Advisors, LLC | 0.01% | Add +13.7% | 19,129 | $580K |
| Occudo Quantitative Strategies LP | 0.10% | Reduce -42.9% | 19,120 | $580K |
| SkyView Investment Advisors, LLC | 0.09% | New | 18,628 | $565K |
| Ieq Capital, LLC | 0.01% | Add +6.9% | 18,528 | $562K |
| OneDigital Investment Advisors LLC | 0.01% | Add +150.1% | 18,312 | $555K |
| Solstein Capital, LLC | 0.30% | Reduce -0.9% | 17,834 | $544K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -6.0% | 17,913 | $543K |
| Clarius Group, LLC | 0.04% | Reduce -4.5% | 17,909 | $543K |
| Waverly Advisors, LLC | 0.01% | New | 17,620 | $534K |
| PDS Planning, Inc | 0.05% | Add +6.7% | 17,556 | $532K |
| Thrivent Financial for Lutherans | 0.00% | Add +3.3% | 16,302 | $531K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.8% | 16,955 | $514K |
| Credit Industriel Et Commercial | 0.17% | — | 17,573 | $487K |
| Gallacher Capital Management LLC | 0.24% | Add +2.7% | 16,033 | $486K |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.7% | 15,999 | $485K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 15,966 | $484K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 15,924 | $483K |
| Syon Capital LLC | 0.04% | Reduce -73.5% | 15,755 | $478K |
| Carlson Capital, L.P. | 0.28% | New | 15,700 | $476K |
| Clearstead Advisors, LLC | 0.01% | Reduce -15.4% | 15,581 | $472K |
| Sage Rhino Capital LLC | 0.10% | Reduce -2.6% | 15,461 | $469K |
| Stonegate Investment Group, LLC | 0.01% | No change | 15,456 | $469K |
| Studio Investment Management LLC | 0.10% | Reduce -1.4% | 15,336 | $465K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6521.7% | 15,230 | $462K |
| Bridgewater Advisors Inc. | 0.05% | Add +0.1% | 14,279 | $460K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +138.3% | 15,115 | $458K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 14,930 | $453K |
| Gradient Investments LLC | 0.01% | Reduce -6.9% | 14,882 | $451K |
| Strategic Global Advisors, LLC | 0.08% | New | 14,395 | $436K |
| SVB Wealth LLC | 0.01% | New | 14,298 | $434K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -7.5% | 14,214 | $431K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +49.3% | 14,155 | $429K |
| Macquarie Group Ltd. | 0.00% | No change | 14,000 | $428K |
| FDx Advisors, Inc. | 0.12% | Reduce -5.5% | 13,821 | $419K |
| West Family Investments, Inc. | 0.14% | Reduce -0.7% | 13,441 | $408K |
| Optas, LLC | 0.09% | Add +34.3% | 13,382 | $406K |
| HB Wealth Management, LLC | 0.00% | Add +98.9% | 13,230 | $401K |
| Dakota Wealth Management | 0.01% | Reduce -2.7% | 13,209 | $400K |
| Spire Wealth Management | 0.01% | Reduce -2.8% | 13,191 | $400K |
| Sivia Capital Partners, LLC | 0.20% | Reduce -1.8% | 13,160 | $399K |
| Seed Wealth Management, Inc. | 0.32% | No change | 13,135 | $398K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -56.3% | 13,055 | $396K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.8% | 11,907 | $395K |
| Diversify Advisory Services, LLC | 0.02% | Add +23.6% | 12,195 | $394K |
| Focus Partners Wealth | 0.00% | Add +31.4% | 12,970 | $393K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -5.3% | 12,923 | $392K |
| Mission Wealth Management, LP | 0.01% | Add +14.4% | 12,873 | $390K |
| ICONIQ Capital, LLC | 0.01% | New | 12,818 | $389K |
| swisspartners Advisors Ltd | 0.42% | No change | 14,000 | $388K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.3% | 12,768 | $387K |
| Leuthold Group, LLC | 0.05% | Reduce -2.4% | 12,742 | $386K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.3% | 12,498 | $379K |
| 44 Wealth Management LLC | 0.15% | Reduce -5.8% | 12,450 | $377K |
| New Vernon Capital Holdings II LLC | 0.25% | Reduce -18.0% | 12,114 | $367K |
| Squarepoint Ops LLC | 0.00% | Reduce -59.8% | 12,092 | $367K |
| Allianz SE | 0.01% | Add +3.4% | 11,932 | $365K |
| First National Bank of Hutchinson | 0.22% | Reduce -0.9% | 12,017 | $364K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.3% | 12,002 | $364K |
| Caprock Group, LLC | 0.01% | Add +11.8% | 11,937 | $362K |
| M.E. Allison & Co., Inc. | 0.39% | — | 11,660 | $354K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.6% | 11,615 | $352K |
| Oddo BHF Asset Management Sas | 0.02% | No change | 12,661 | $351K |
| Aprio Wealth Management, LLC | 0.05% | Add +18.6% | 11,383 | $345K |
| American Trust Investment Advisors, LLC | 0.14% | No change | 11,340 | $344K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -12.3% | 11,261 | $341K |
| Lindbrook Capital, LLC | 0.03% | Add +3.2% | 11,247 | $341K |
| D'Orazio & Associates, Inc. | 0.05% | Reduce -0.1% | 11,186 | $339K |
| Synovus Financial Corp. | 0.00% | Reduce -0.8% | 11,141 | $338K |
| Investors Research Corp | 0.07% | No change | 11,118 | $337K |
| Drive Wealth Management, LLC | 0.08% | Reduce -1.1% | 11,036 | $335K |
| Mountain Hill Investment Partners Corp. | 0.34% | — | 11,000 | $334K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -0.3% | 10,935 | $332K |
| Sowell Financial Services LLC | 0.02% | Reduce -6.7% | 10,713 | $325K |
| Legacy Financial Advisors, Inc. | 0.05% | New | 10,619 | $322K |
| Ascent Group, LLC | 0.02% | Add +1.0% | 10,613 | $322K |
| Barometer Capital Management Inc. | 0.13% | No change | 10,889 | $322K |
| Hilltop Holdings Inc. | 0.02% | Reduce -0.3% | 10,396 | $317K |
| Stephens Inc. | 0.00% | No change | 10,432 | $316K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 10,209 | $312K |
| Scientech Research LLC | 0.09% | New | 10,288 | $312K |
| Claro Advisors Inc. | 0.04% | Reduce -5.0% | 10,174 | $308K |
| Whittier Trust Co. | 0.00% | No change | 10,152 | $308K |
| Covenant Partners, LLC | 0.09% | No change | 9,908 | $300K |
| Wedmont Private Capital | 0.02% | Add +1.1% | 9,273 | $300K |
| D.A. Davidson & Co. | 0.00% | Add +0.7% | 9,820 | $298K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 9,793 | $297K |
| Smartleaf Asset Management LLC | 0.03% | Add +184.2% | 9,672 | $296K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -25.9% | 9,723 | $295K |
| Calamos Wealth Management LLC | 0.01% | No change | 9,695 | $294K |
| Shilanski & Associates, Inc. | 0.09% | Reduce -6.9% | 9,672 | $293K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -21.5% | 9,588 | $291K |
| Impact Capital Partners LLC | 0.10% | — | 9,538 | $289K |
| Millennium Management | 0.00% | New | 9,480 | $287K |
| BNP Paribas Financial Markets | 0.00% | Reduce -87.6% | 9,393 | $285K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +0.0% | 9,385 | $285K |
| Five Oceans Advisors | 0.13% | Add +5.3% | 9,293 | $282K |
| Keel Point, LLC | 0.02% | Add +4.4% | 9,227 | $280K |
| Fiduciary Trust Co | 0.00% | Add +13.3% | 9,146 | $277K |
| Nebula Research & Development LLC | 0.03% | Add +6.6% | 9,098 | $276K |
| Brown Miller Wealth Management, LLC | 0.10% | New | 8,941 | $271K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.3% | 8,875 | $269K |
| Commerce Bank | 0.00% | Reduce -4.7% | 8,840 | $268K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.3% | 8,674 | $263K |
| GeoWealth Management, LLC | 0.01% | Add +74.5% | 8,624 | $261K |
| Columbia Asset Management | 0.05% | No change | 8,552 | $259K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -12.9% | 8,517 | $258K |
| HighPoint Advisor Group LLC | 0.01% | Add +4.8% | 7,633 | $253K |
| Evelyn Partners Investment Management Services Ltd | 0.04% | — | 8,169 | $250K |
| Blair William & Co. | 0.00% | Add +11.5% | 7,976 | $242K |
| Venturi Wealth Management, LLC | 0.01% | Add +2.3% | 7,904 | $240K |
| Traveka Wealth, LLC | 0.13% | Add +0.9% | 7,854 | $238K |
| Seven Mile Advisory | 0.15% | Add +3.2% | 7,839 | $238K |
| Calydon Capital | 0.05% | Reduce -44.4% | 7,808 | $237K |
| OneAscent Financial Services LLC | 0.02% | New | 7,793 | $236K |
| CHICAGO TRUST Co NA | 0.04% | Reduce -1.5% | 7,712 | $234K |
| Park National Corp. | 0.01% | No change | 7,680 | $233K |
| Savant Capital, LLC | 0.00% | Add +9.5% | 7,610 | $231K |
| Financial Advocates Investment Management | 0.01% | Reduce -17.4% | 7,601 | $230K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 7,600 | $230K |
| Keybank National Association | 0.00% | Reduce -10.0% | 7,453 | $226K |
| Wrapmanager Inc. | 0.06% | Reduce -5.5% | 7,347 | $223K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 7,346 | $223K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 7,306 | $222K |
| Westover Capital Advisors, LLC | 0.05% | No change | 7,300 | $221K |
| Cromwell Holdings LLC | 0.13% | No change | 7,242 | $220K |
| Kingsview Wealth Management, LLC | 0.00% | New | 7,182 | $218K |
| First City Capital Management, Inc. | 0.12% | Reduce -0.1% | 7,159 | $217K |
| SBI Securities Co., Ltd. | 0.01% | — | 7,040 | $213K |
| Quantum Portfolio Management LLC | 0.11% | New | 7,029 | $213K |
| Angeles Investment Advisors, LLC | 0.01% | Reduce -1.3% | 7,017 | $213K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 7,006 | $212K |
| RMR Wealth Builders | 0.02% | No change | 6,980 | $212K |
| Bayesian Capital Management, LP | 0.03% | New | 6,949 | $211K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.0% | 6,945 | $211K |
| Gryphon Financial Partners LLC | 0.03% | New | 6,882 | $209K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.2% | 6,853 | $208K |
| Adero Partners, LLC | 0.01% | New | 6,778 | $206K |
| SG Americas Securities, LLC | 0.00% | New | 6,514 | $198K |
| Allworth Financial LP | 0.00% | Add +6.4% | 5,528 | $192K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 5,970 | $181K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.7% | 5,862 | $178K |
| Hexagon Capital Partners LLC | 0.03% | Add +7.9% | 5,585 | $169K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +23.0% | 5,226 | $158K |
| IFP Advisors, Inc | 0.01% | Add +2.7% | 5,219 | $158K |
| Independence Bank of Kentucky | 0.02% | New | 5,075 | $154K |
| Chesapeake Asset Management LLC | 0.14% | No change | 4,950 | $150K |
| Financial Perspectives, Inc | 0.05% | No change | 4,894 | $148K |
| Arax Advisory Partners | 0.01% | Add +2.9% | 4,366 | $132K |
| Principal Securities, Inc. | 0.00% | Reduce -17.1% | 4,209 | $128K |
| Golden State Wealth Management, LLC | 0.02% | — | 4,072 | $123K |
| Bruce G. Allen Investments, LLC | 0.10% | Reduce -3.0% | 3,876 | $118K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +62.3% | 3,810 | $117K |
| Rothschild Investment LLC | 0.01% | Add +1.5% | 3,813 | $116K |
| UMB Bank, n.a. | 0.00% | Add +5.8% | 3,711 | $113K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | No change | 3,450 | $106K |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -94.0% | 3,425 | $104K |
| Creative Financial Designs Inc. | 0.01% | Add +19.1% | 3,120 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +42.2% | 2,989 | $91K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,624 | $80K |
| Sandy Spring Bank | 0.00% | No change | 2,564 | $78K |
| Bayforest Capital Ltd | 0.10% | — | 2,535 | $77K |
| Hilltop National Bank | 0.02% | Reduce -2.5% | 2,509 | $76K |
| Global Retirement Partners, LLC | 0.00% | Add +12.7% | 2,362 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,142 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Add +27.6% | 2,230 | $68K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.8% | 2,105 | $64K |
| Activest Wealth Management | 0.02% | Add +10.1% | 2,000 | $61K |
| Continuum Advisory, LLC | 0.01% | Add +31.1% | 2,009 | $61K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,952 | $59K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,915 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -14.9% | 1,578 | $55K |
| Fifth Third Bancorp | 0.00% | Reduce -90.8% | 1,648 | $50K |
| Mather Group, Llc. | 0.00% | Add +0.9% | 1,645 | $50K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -2.3% | 1,351 | $41K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,350 | $41K |
| Versant Capital Management, Inc | 0.01% | New | 1,315 | $40K |
| CKW Financial Group | 0.00% | No change | 1,200 | $36K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,184 | $36K |
| Headlands Technologies LLC | 0.00% | New | 1,096 | $33K |
| Rakuten Securities, Inc. | 0.01% | New | 1,005 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,000 | $30K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $30K |
| McIlrath & Eck, LLC | 0.00% | No change | 991 | $30K |
| Geneos Wealth Management Inc. | 0.00% | No change | 924 | $28K |
| Berbice Capital Management LLC | 0.02% | — | 900 | $27K |
| GAMMA Investing LLC | 0.00% | Add +5.4% | 836 | $25K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -9.2% | 808 | $25K |
| Key Financial Inc | 0.01% | Add +69.5% | 773 | $23K |
| Kestra Investment Management, LLC | 0.00% | New | 745 | $23K |
| Rise Advisors, LLC | 0.01% | No change | 725 | $22K |
| Whipplewood Advisors, LLC | 0.01% | — | 716 | $22K |
| Financial Management Professionals, Inc. | 0.00% | Add +28.7% | 619 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -57.8% | 605 | $18K |
| Clean Yield Group | 0.01% | No change | 591 | $18K |
| Addison Advisors LLC | 0.00% | Add +32.9% | 565 | $17K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -20.4% | 550 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +195.1% | 543 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -35.3% | 538 | $16K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 527 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 524 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $15K |
| NFSG Corp | 0.00% | No change | 500 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | Add +79.7% | 487 | $15K |
| Private Trust Co. NA | 0.00% | New | 487 | $15K |
| GW&K Investment Management, LLC | 0.00% | No change | 464 | $14K |
| Lavaca Capital LLC | 0.01% | New | 460 | $14K |
| Huntington National Bank | 0.00% | Reduce -75.9% | 451 | $14K |
| Main Street Group, LTD | 0.01% | New | 442 | $13K |
| Montag A & Associates Inc. | 0.00% | No change | 414 | $13K |
| Union Savings Bank | 0.01% | No change | 410 | $12K |
| Global Financial Private Client, LLC | 0.00% | No change | 399 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 382 | $12K |
| Hanson & Doremus Investment Management | 0.00% | No change | 339 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 315 | $10K |
| Sterling Capital Management LLC | 0.00% | No change | 315 | $10K |
| WealthCollab, LLC | 0.01% | No change | 308 | $9K |
| Transce3nd, LLC | 0.00% | — | 305 | $9K |
| Pineridge Advisors LLC | 0.00% | New | 283 | $9K |
| Raffa Wealth Management, LLC | 0.00% | No change | 274 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 270 | $8K |
| Penserra Capital Management LLC | 0.00% | No change | 270 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 235 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 227 | $7K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $7K |
| Roxbury Financial LLC | 0.01% | — | 209 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +130.9% | 187 | $7K |
| Sierra Ocean, LLC | 0.01% | — | 219 | $7K |
| FWL Investment Management, LLC | 0.00% | New | 219 | $7K |
| WR Wealth Planners, LLC | 0.00% | Reduce -1.4% | 218 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 200 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 197 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 187 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -49.9% | 183 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 181 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 180 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 179 | $5K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.4% | 174 | $5K |
| Copeland Capital Management, LLC | 0.00% | No change | 171 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +9.4% | 151 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +212.8% | 147 | $4K |
| Albion Financial Group | 0.00% | New | 141 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 136 | $4K |
| CoreCap Advisors, LLC | 0.00% | Add +217.1% | 130 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 128 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 120 | $4K |
| MAI Capital Management | 0.00% | New | 121 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 120 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $3K |
| Barclays PLC | 0.00% | New | 105 | $3K |
| 2UniFi Bank | 0.00% | — | 100 | $3K |
| Park Place Capital Corp | 0.00% | No change | 99 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 95 | $3K |
| NewSquare Capital LLC | 0.00% | New | 80 | $2K |
| Colonial Trust Co / SC | 0.00% | Reduce -1.3% | 79 | $2K |
| Eastern Bank | 0.00% | No change | 77 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 65 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 61 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 58 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 48 | $1K |
| Abound Wealth Management | 0.00% | Add +9.3% | 47 | $1K |
| Mendota Financial Group, LLC | 0.00% | Reduce -32.3% | 44 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 36 | $1K |
| Avion Wealth | 0.00% | No change | 65 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 34 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -98.3% | 26 | $788 |
| Lanark Financial, Inc. | 0.05% | — | 17 | $519 |
| High Note Wealth, LLC | 0.00% | New | 13 | $394 |
| Catherine Avery Investment Management LLC | 0.00% | — | 10 | $303 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 9 | $273 |
| Sachetta, LLC | 0.00% | New | 4 | $130 |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $121 |
| Tortoise Investment Management, LLC | 0.00% | No change | 3 | $91 |
| Brooklyn Investment Group | 0.00% | New | 2 | $61 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $15 |
| Forsta Ap-Fonden | 0.00% | Reduce -46.8% | 235,154 | $0 |
| Financial Connections Group, Inc. | 0.00% | New | 22 | $0 |
| Covestor Ltd | 0.00% | Add +33.3% | 8 | $0 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 32 | $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.