UBS Group AG-RegUBS
13F holders, Q1 2025 (March 31)586holders +14
62new positions
48sold out
7famous investors
$30.44avg. 13F price*
At the end of Q1 2025, 586 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 14 from Q4 2024. 62 opened new positions and 48 sold out. The largest holders were UBS Group AG ($4.5B), Norges Bank ($4.3B) and Vanguard Group Inc. ($4.0B). 7 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $264.2M |
| Exits | 48 | $222.1M |
All 13F filers, Q4 2024 → Q1 2025: 106,382,581 shares bought and 116,278,690 shares sold, net −9,896,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 586 holders
| UBS Group AG | 1.00% | Reduce -4.1% | 147,271,042 | $4.5B |
| Norges Bank | 0.60% | Reduce -23.6% | 139,886,962 | $4.3B |
| Vanguard Group Inc. | 0.07% | Add +2.8% | 131,449,343 | $4.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.59% | Add +1.9% | 74,893,429 | $2.3B |
| Massachusetts Financial Services Co. | 0.76% | Reduce -8.4% | 74,421,028 | $2.3B |
| Dodge & Cox | 1.27% | Reduce -1.2% | 72,608,792 | $2.2B |
| FMR LLC | 0.14% | Add +27.8% | 70,952,562 | $2.2B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.86% | Add +8.2% | 55,586,232 | $1.7B |
| Fisher Asset Management | 0.66% | Add +1138.0% | 49,975,870 | $1.5B |
| Cevian Capital II GP LTD | 56.35% | No change | 43,787,401 | $1.3B |
| Capital World Investors | 0.19% | Add +1.0% | 37,800,654 | $1.2B |
| Pictet Asset Management Holding SA | 1.20% | Add +1.3% | 35,428,808 | $1.1B |
| JPMorgan Chase & Co. | 0.08% | Add +23.4% | 32,669,997 | $1.0B |
| Deutsche Bank AG | 0.38% | Add +16.1% | 31,350,911 | $960.3M |
| Legal & General Group Plc | 0.22% | Reduce -1.1% | 27,169,698 | $825.2M |
| Pzena Investment Management LLC | 2.75% | Reduce -0.8% | 29,350,825 | $788.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.80% | Reduce -21.4% | 22,259,342 | $676.4M |
| Arrowstreet Capital, Limited Partnership | 0.43% | Reduce -15.1% | 17,561,721 | $534.9M |
| Vontobel Holding Ltd. | 1.90% | Add +4.3% | 17,146,184 | $521.1M |
| Amundi | 0.18% | Add +2.8% | 17,220,775 | $486.0M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -29.8% | 15,757,199 | $482.6M |
| Wellington Management Group LLP | 0.07% | Reduce -5.9% | 12,160,903 | $369.3M |
| Nuveen, LLC | 0.11% | — | 11,445,119 | $348.2M |
| FIL Ltd | 0.26% | Add +26.3% | 8,889,201 | $270.0M |
| Bank of America Corp. | 0.02% | Reduce -5.3% | 8,787,314 | $269.2M |
| Bank of New York Mellon Corp | 0.05% | Reduce -1.2% | 8,489,653 | $260.0M |
| Caisse Des Depots Et Consignations | 12.11% | Reduce -6.0% | 7,922,061 | $251.9M |
| Morgan Stanley | 0.02% | Reduce -19.0% | 8,135,925 | $249.2M |
| Russell Investments Group, Ltd. | 0.33% | Add +38.6% | 7,802,029 | $237.0M |
| Royal Bank of Canada | 0.05% | Reduce -9.4% | 7,575,602 | $232.0M |
| ARGA Investment Management, LP | 7.34% | Reduce -1.6% | 7,220,663 | $219.3M |
| Royal London Asset Management Ltd. | 0.50% | Add +1.4% | 6,868,003 | $210.4M |
| Banque Cantonale Vaudoise | 9.11% | — | 6,812,034 | $206.9M |
| Citigroup Inc. | 0.14% | Reduce -11.3% | 5,825,829 | $176.9M |
| WCM Investment Management, LLC | 0.43% | Add +2.3% | 5,304,521 | $167.4M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -10.9% | 5,475,476 | $166.4M |
| AXA S.A. | 0.51% | Reduce -0.5% | 5,065,935 | $155.2M |
| Compagnie Lombard Odier SCmA | 1.75% | Add +13.8% | 4,689,965 | $142.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.45% | Add +3.0% | 4,506,853 | $138.8M |
| DekaBank Deutsche Girozentrale | 0.26% | Add +2.3% | 4,366,422 | $134.4M |
| Natixis Advisors, LLC | 0.25% | Reduce -16.9% | 4,350,277 | $133.2M |
| Platinum Investment Management Ltd. | 7.63% | New | 4,336,796 | $131.7M |
| Northern Trust Corp. | 0.02% | Add +4.4% | 4,291,663 | $131.5M |
| BlackRock, Inc. | 0.00% | Add +2.4% | 4,097,680 | $125.5M |
| Allianz Asset Management GmbH | 0.19% | Reduce -2.5% | 4,132,377 | $125.5M |
| SIH Partners, LLLP | 10.87% | Reduce -42.8% | 4,045,543 | $123.9M |
| M&G PLC | 0.75% | Reduce -8.1% | 3,772,813 | $115.2M |
| Aviva PLC | 0.28% | Reduce -4.4% | 3,780,611 | $114.8M |
| LGT Group Foundation | 1.37% | Add +8.1% | 3,281,006 | $99.7M |
| Ameriprise Financial Inc. | 0.03% | Add +0.3% | 3,027,712 | $92.7M |
| ANTIPODES PARTNERS Ltd | 2.55% | Add +9.6% | 2,684,289 | $81.5M |
| Public Employees Retirement System of Ohio | 0.29% | Add +38.7% | 2,656,908 | $80.8M |
| Public Sector Pension Investment Board | 0.35% | Add +5.0% | 2,656,645 | $80.7M |
| Korea Investment CORP | 0.17% | Reduce -12.3% | 2,310,867 | $70.2M |
| Franklin Resources Inc. | 0.02% | Add +23.8% | 2,215,330 | $68.1M |
| CANADA LIFE ASSURANCE Co | 0.12% | Add +9.8% | 2,214,661 | $67.3M |
| Captrust Financial Advisors | 0.16% | Reduce -1.3% | 2,123,241 | $65.0M |
| Border to Coast Pensions Partnership Ltd | 1.30% | No change | 2,090,000 | $63.5M |
| Janus Henderson Group PLC | 0.03% | Add +1.4% | 1,977,630 | $62.7M |
| Patient Capital Management, LLC | 3.22% | Add +0.0% | 2,043,053 | $62.6M |
| J. Safra Sarasin Holding AG | 1.11% | Reduce -48.9% | 2,022,080 | $61.5M |
| Invesco Ltd. | 0.01% | Reduce -17.3% | 1,988,707 | $60.9M |
| Bank of Montreal | 0.03% | Reduce -64.0% | 1,905,941 | $57.9M |
| State of Tennessee, Department of Treasury | 0.22% | Add +29.1% | 1,863,086 | $56.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.2% | 1,716,424 | $52.6M |
| Brandes Investment Partners, LP | 0.49% | Reduce -3.7% | 1,573,481 | $48.2M |
| HSBC Holdings PLC | 0.03% | Reduce -27.8% | 1,560,157 | $47.4M |
| ABN AMRO Bank N.V. | 0.64% | Add +1.1% | 1,516,539 | $46.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +1.9% | 1,438,990 | $43.9M |
| Moore Capital Management, LP | 1.73% | New | 1,442,286 | $43.8M |
| Generali Asset Management SPA SGR | 1.03% | Add +127.4% | 1,560,346 | $41.9M |
| Jupiter Asset Management Ltd. | 0.37% | Reduce -31.1% | 1,275,845 | $38.7M |
| American Century Companies Inc. | 0.02% | Add +7.3% | 1,235,015 | $37.8M |
| Exane Asset Management | 21.79% | Add +4.0% | 1,290,435 | $37.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.22% | Reduce -48.1% | 1,181,261 | $35.9M |
| Mackenzie Financial Corp. | 0.05% | Reduce -35.9% | 1,140,405 | $34.7M |
| Fullerton Fund Management Co Ltd. | 2.21% | Add +42.4% | 1,129,313 | $34.4M |
| Renaissance Technologies | 0.05% | Add +73.7% | 1,091,391 | $33.4M |
| TD Asset Management Inc | 0.03% | Add +12.5% | 1,081,873 | $32.9M |
| Susquehanna International Group, LLP | 0.04% | Add +220.3% | 843,711 | $25.8M |
| Banque Pictet & Cie SA | 0.27% | Add +21.3% | 822,271 | $25.0M |
| Zurich Insurance Group Ltd | 0.20% | Reduce -5.5% | 808,482 | $24.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -23.5% | 793,485 | $24.3M |
| Credit Agricole S A | 0.09% | Reduce -65.0% | 785,134 | $24.0M |
| ASR Vermogensbeheer N.V. | 0.36% | — | 790,776 | $24.0M |
| Channing Global Advisors, LLC | 15.42% | Add +13.9% | 745,768 | $22.7M |
| Wells Fargo & Company | 0.01% | Reduce -9.4% | 739,634 | $22.7M |
| Governors Lane LP | 4.72% | Reduce -21.6% | 697,900 | $21.2M |
| Worldquant Millennium Advisors LLC | 0.13% | New | 672,190 | $20.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -66.5% | 625,236 | $19.2M |
| AMF Tjanstepension AB | 0.14% | Add +140.1% | 628,870 | $19.1M |
| Systrade AG | 25.18% | Add +20.2% | 595,000 | $18.1M |
| Haven Global Partners, LLC | 18.61% | Reduce -4.9% | 584,672 | $17.8M |
| Alliancebernstein L.P. | 0.01% | Add +0.9% | 579,291 | $17.7M |
| Crocodile Capital Partners GmbH | 24.72% | New | 570,000 | $17.5M |
| Jane Street Group, LLC | 0.03% | Add +453.2% | 551,173 | $16.9M |
| Stifel Financial Corp. | 0.02% | Reduce -8.8% | 537,535 | $16.5M |
| Mangrove Partners Im, LLC | 1.86% | No change | 527,637 | $16.2M |
| Edmond DE Rothschild Holding S.A. | 0.28% | Reduce -4.2% | 525,503 | $16.0M |
| Acadian Asset Management LLC | 0.05% | Reduce -92.3% | 527,669 | $16.0M |
| USS Investment Management Ltd | 0.12% | Reduce -0.0% | 516,436 | $15.7M |
| Baker Avenue Asset Management, LP | 0.49% | Reduce -0.9% | 512,483 | $15.7M |
| Voya Investment Management LLC | 0.02% | Reduce -7.8% | 516,517 | $15.7M |
| O'shaughnessy Asset Management, LLC | 0.12% | Reduce -0.9% | 484,688 | $14.8M |
| DJE Kapital AG | 0.40% | Add +92.6% | 453,017 | $13.6M |
| Janney Capital Management LLC | 0.92% | Reduce -5.5% | 438,527 | $13.4M |
| Maryland State Retirement & Pension System | 0.30% | Add +35.4% | 417,706 | $12.7M |
| Citadel Advisors | 0.01% | Add +333.3% | 413,313 | $12.7M |
| Levin Capital Strategies, L.P. | 1.34% | Reduce -55.2% | 412,616 | $12.6M |
| Henry James International Management Inc. | 4.31% | Reduce 0.0% | 410,923 | $12.6M |
| Caisse de depot et placement du Quebec | 0.03% | Reduce -53.6% | 408,401 | $12.4M |
| Pictet North America Advisors SA | 1.16% | No change | 382,355 | $11.6M |
| Gardner Lewis Asset Management L P | 2.74% | Reduce -0.3% | 370,696 | $11.4M |
| Baader Bank Aktiengesellschaft | 1.11% | Add +3.1% | 360,840 | $11.0M |
| Cibc World Market Inc. | 0.02% | Add +0.6% | 354,966 | $10.8M |
| Black Diamond Capital Management, L.L.C. | 6.36% | No change | 350,000 | $10.7M |
| Contravisory Investment Management, Inc. | 2.24% | Add +9.9% | 347,860 | $10.7M |
| MetLife Investment Management, LLC | 0.06% | Reduce -11.5% | 341,321 | $10.4M |
| LGT Fund Management Co Ltd. | 0.94% | Add +24.2% | 341,497 | $10.4M |
| RBF Capital, LLC | 0.63% | No change | 325,000 | $10.0M |
| Macquarie Group Ltd. | 0.01% | Add +2452.9% | 357,411 | $9.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.8% | 300,414 | $9.2M |
| Creative Planning | 0.01% | Add +12.0% | 298,426 | $9.1M |
| Prudential PLC | 0.05% | Add +5.2% | 299,648 | $9.1M |
| Quantinno Capital Management LP | 0.06% | Add +13.6% | 285,896 | $8.8M |
| RPg Family Wealth Advisory, LLC | 2.46% | Add +1.9% | 282,030 | $8.6M |
| M&T Bank Corp | 0.03% | Reduce -3.8% | 280,806 | $8.6M |
| Crossmark Global Holdings, Inc. | 0.15% | Add +4.0% | 270,044 | $8.3M |
| Value Partners Investments Inc. | 0.69% | New | 260,881 | $8.0M |
| Millennium Management | 0.01% | Add +2588.1% | 254,828 | $7.8M |
| LPL Financial LLC | 0.00% | Add +15.7% | 226,246 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | Add +0.1% | 226,514 | $6.9M |
| Sei Investments Co. | 0.01% | Add +13.6% | 223,976 | $6.9M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 221,894 | $6.7M |
| Fiera Capital Corp | 0.02% | Add +37.4% | 216,991 | $6.6M |
| QRG Capital Management, Inc. | 0.07% | Reduce -25.3% | 207,350 | $6.4M |
| Promethos Capital, LLC | 2.28% | Add +8.9% | 202,332 | $6.2M |
| NatWest Group plc | 1.82% | Add +1.6% | 201,009 | $6.2M |
| Assenagon Asset Management S.A. | 0.01% | Add +0.8% | 202,673 | $6.2M |
| First Trust Advisors LP | 0.01% | Reduce -17.7% | 199,556 | $6.1M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Add +11.9% | 191,277 | $5.9M |
| Mediolanum International Funds Ltd | 0.08% | Add +24.4% | 177,284 | $5.6M |
| Parkwood LLC | 0.55% | Reduce -7.7% | 184,105 | $5.6M |
| Ritholtz Wealth Management | 0.17% | Reduce -12.3% | 181,290 | $5.6M |
| Mariner, LLC | 0.01% | Add +4.3% | 176,547 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +88.5% | 173,036 | $5.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -13.2% | 158,283 | $4.8M |
| Sustainable Insight Capital Management, LLC | 2.34% | New | 154,375 | $4.7M |
| Jefferies Financial Group Inc. | 0.08% | Add +443.0% | 151,280 | $4.6M |
| Entropy Technologies, LP | 0.45% | New | 149,362 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.3% | 145,380 | $4.5M |
| Clearbridge Investments, LLC | 0.00% | Add +0.7% | 145,049 | $4.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -78.6% | 140,669 | $4.3M |
| Credit Industriel Et Commercial | 0.97% | Add +703.1% | 141,133 | $4.3M |
| Point72 Asset Management | 0.01% | New | 137,606 | $4.2M |
| Groupama Asset Managment | 0.08% | Add +30.7% | 149,434 | $4.2M |
| Walleye Capital LLC | 0.05% | Add +434.5% | 135,849 | $4.2M |
| Permanens Capital L.P. | 0.73% | New | 130,697 | $4.0M |
| Point72 Hong Kong Ltd | 0.28% | New | 128,319 | $3.9M |
| National Bank of Canada | 0.00% | Reduce -96.4% | 127,579 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.3% | 124,395 | $3.8M |
| Vident Advisory, LLC | 0.06% | Add +10.1% | 124,393 | $3.8M |
| Banco Santander, S.A. | 0.04% | Add +40.0% | 121,094 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.6% | 119,926 | $3.7M |
| Quadrant Capital Group LLC | 0.13% | Add +205.0% | 118,301 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 118,174 | $3.6M |
| Timber Creek Capital Management LLC | 0.96% | Reduce -0.4% | 117,141 | $3.6M |
| United Services Automobile Association | 0.11% | No change | 110,504 | $3.5M |
| Inspire Trust Co, N.A. | 0.82% | Add +4.6% | 113,000 | $3.5M |
| Helios Capital Management Pte. Ltd. | 5.95% | No change | 112,000 | $3.4M |
| Mitchell Capital Management Co. | 0.64% | Add +3.9% | 110,345 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -20.1% | 108,541 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -20.1% | 108,541 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -29.4% | 106,484 | $3.3M |
| US Bancorp \de | 0.00% | Reduce -7.1% | 105,807 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +19.4% | 102,703 | $3.1M |
| Dorsey Wright & Associates | 0.77% | Reduce -11.1% | 98,068 | $3.0M |
| Metis Global Partners, LLC | 0.08% | Reduce -5.7% | 98,480 | $3.0M |
| Groupe la Francaise | 0.06% | New | 85,653 | $2.7M |
| Highland Capital Management, LLC | 0.16% | Reduce -7.1% | 88,566 | $2.7M |
| Cloverfields Capital Group, LP | 0.89% | Reduce -0.4% | 88,192 | $2.7M |
| Independent Advisor Alliance | 0.09% | Reduce -0.1% | 85,885 | $2.6M |
| Group One Trading LLC | 0.11% | Add +52.2% | 83,389 | $2.6M |
| Plato Investment Management Ltd | 0.22% | Reduce -22.6% | 83,183 | $2.6M |
| Ossiam | 0.04% | Add +14.3% | 82,569 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +32.3% | 80,090 | $2.5M |
| Marex Group Ltd | 0.05% | Add +29.0% | 79,413 | $2.4M |
| Signaturefd, LLC | 0.05% | Reduce -1.2% | 77,790 | $2.4M |
| Andra AP-fonden | 0.04% | Add +82.9% | 86,857 | $2.3M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -3.7% | 75,880 | $2.3M |
| Equitable Trust Co. | 0.13% | Reduce -1.4% | 74,149 | $2.3M |
| Great Lakes Advisors, LLC | 0.02% | Add +6.2% | 74,119 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +0.8% | 73,852 | $2.3M |
| Alaethes Wealth, LLC | 0.82% | Add +1.5% | 72,821 | $2.2M |
| Beach Investment Counsel Inc. | 0.32% | No change | 71,775 | $2.2M |
| Altman Advisors, Inc. | 0.97% | Add +1.4% | 69,782 | $2.1M |
| Forum Financial Management, LP | 0.03% | No change | 68,105 | $2.1M |
| Advanced Portfolio Management, LLC | 4.17% | Reduce -59.1% | 67,500 | $2.1M |
| Pitcairn Co. | 0.12% | Add +12.2% | 67,103 | $2.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -4.5% | 65,573 | $2.0M |
| Summit Global Investments | 0.14% | New | 64,247 | $2.0M |
| Trivant Custom Portfolio Group, LLC | 1.13% | Add +100.1% | 64,155 | $2.0M |
| TrueMark Investments, LLC | 0.51% | New | 63,956 | $2.0M |
| Bessemer Group Inc. | 0.00% | Add +8.5% | 63,761 | $2.0M |
| Wealth Alliance Advisory Group, LLC | 0.40% | No change | 63,400 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.9% | 63,317 | $1.9M |
| Nebula Research & Development LLC | 0.18% | Add +593.6% | 63,100 | $1.9M |
| AQR Capital Management | 0.00% | Add +73.9% | 62,912 | $1.9M |
| Monaco Asset Management SAM | 0.96% | New | 62,500 | $1.9M |
| Cigna Investments Inc. | 0.34% | Reduce -1.0% | 60,660 | $1.8M |
| Legacy Wealth Asset Management, LLC | 0.51% | Reduce -0.5% | 60,014 | $1.8M |
| Orca Wealth Management, LLC | 1.64% | Reduce -0.4% | 59,979 | $1.8M |
| Capital International Sarl | 0.04% | No change | 59,554 | $1.8M |
| swisspartners Advisors Ltd | 1.88% | Add +373.4% | 66,277 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +55.7% | 57,927 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +18.3% | 56,560 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.6% | 54,410 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Add +0.3% | 53,850 | $1.6M |
| Mitchell & Pahl Private Wealth, LLC | 0.77% | Reduce -3.0% | 53,756 | $1.6M |
| Qtron Investments LLC | 0.24% | No change | 53,833 | $1.6M |
| Choreo, LLC | 0.02% | Reduce -11.2% | 51,688 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -12.5% | 51,404 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.8% | 49,181 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.1% | 49,054 | $1.5M |
| Greenleaf Trust | 0.01% | Add +0.3% | 48,717 | $1.5M |
| Gator Capital Management, LLC | 0.56% | No change | 47,600 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -17.3% | 46,727 | $1.4M |
| Stamos Capital Partners, L.P. | 0.37% | Reduce -20.6% | 45,640 | $1.4M |
| Qsemble Capital Management, LP | 0.14% | New | 43,942 | $1.3M |
| BTC Capital Management, Inc. | 0.12% | Add +8.1% | 43,657 | $1.3M |
| Credit Capital Investments LLC | 2.26% | No change | 43,000 | $1.3M |
| Beverly Hills Private Wealth, LLC | 0.26% | Add +6.8% | 42,830 | $1.3M |
| 111 Capital | 0.25% | New | 43,159 | $1.3M |
| Rhumbline Advisers | 0.00% | Add +10.3% | 42,554 | $1.3M |
| Transatlantique Private Wealth LLC | 0.52% | Add +16.8% | 42,569 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +196.2% | 42,108 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +3.1% | 41,772 | $1.3M |
| Diversify Wealth Management, LLC | 0.09% | Add +13.0% | 41,885 | $1.3M |
| PEAK6 LLC | 0.05% | Add +36.3% | 40,917 | $1.3M |
| Compound Planning, Inc. | 0.06% | Add +10.2% | 39,965 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -15.3% | 39,831 | $1.2M |
| Baker Ellis Asset Management LLC | 0.17% | Reduce -2.3% | 39,000 | $1.2M |
| Legacy Capital Group California, Inc. | 0.40% | Reduce -5.7% | 37,877 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.10% | Reduce -31.1% | 37,537 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.5% | 37,273 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -12.7% | 37,318 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Reduce -10.6% | 36,546 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Reduce -2.3% | 36,444 | $1.1M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -2.6% | 36,414 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -1.4% | 36,264 | $1.1M |
| SOL Capital Management CO | 0.12% | Reduce -2.0% | 36,080 | $1.1M |
| Kathmere Capital Management, LLC | 0.09% | Add +2.7% | 35,696 | $1.1M |
| AdvisorShares Investments LLC | 0.21% | Add +47.9% | 34,816 | $1.1M |
| Gabelli Funds LLC | 0.01% | No change | 34,000 | $1.0M |
| Schechter Investment Advisors, LLC | 0.08% | Reduce -19.3% | 33,416 | $1.0M |
| Simplex Trading, LLC | 0.04% | New | 32,263 | $988K |
| Jones Financial Companies LLLP | 0.00% | Add +39.5% | 30,723 | $969K |
| Squarepoint Ops LLC | 0.00% | Add +158.8% | 31,292 | $958K |
| Blue Trust, Inc. | 0.01% | Add +8.3% | 30,751 | $942K |
| Centennial Bank | 0.44% | Reduce -0.4% | 30,577 | $929K |
| Evergreen Capital Management LLC | 0.03% | Add +8.0% | 30,188 | $925K |
| Cullinan Associates Inc. | 0.06% | No change | 29,000 | $888K |
| Evelyn Partners Investment Management LLP | 0.03% | No change | 28,866 | $877K |
| &partners | 0.01% | Add +1.9% | 27,145 | $857K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -9.4% | 27,838 | $853K |
| Personal Cfo Solutions, LLC | 0.17% | Reduce -2.7% | 27,504 | $842K |
| Connable Office Inc. | 0.09% | Reduce -5.3% | 27,293 | $836K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.6% | 27,046 | $829K |
| Atlas Capital Advisors Inc. | 0.10% | No change | 26,894 | $824K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.2% | 26,814 | $821K |
| Ethic Inc. | 0.02% | Reduce -0.1% | 26,687 | $810K |
| Coldstream Capital Management Inc. | 0.02% | Add +4.0% | 25,889 | $793K |
| Callan Capital, LLC | 0.06% | Add +16.3% | 25,867 | $792K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -4.2% | 25,692 | $787K |
| Checchi Capital Advisers, LLC | 0.05% | Add +7.6% | 25,292 | $775K |
| Rockefeller Capital Management L.P. | 0.00% | Add +57.1% | 25,129 | $770K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +324.5% | 24,882 | $762K |
| Greenwich Wealth Management LLC | 0.06% | No change | 24,847 | $761K |
| Net Worth Advisory Group | 0.24% | Reduce -6.9% | 24,820 | $760K |
| Private Advisor Group, LLC | 0.00% | Reduce -28.9% | 24,297 | $744K |
| Clarius Group, LLC | 0.05% | Add +34.2% | 24,028 | $735K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -2.3% | 23,270 | $713K |
| Callan Family Office, LLC | 0.05% | Reduce -12.1% | 22,753 | $697K |
| Future Fund LLC | 0.88% | New | 22,474 | $688K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -58.1% | 22,384 | $686K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -15.9% | 22,275 | $682K |
| Walleye Trading LLC | 0.02% | Reduce -31.8% | 22,087 | $677K |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.8% | 21,459 | $657K |
| Pinnacle Associates Ltd. | 0.01% | Add +120.4% | 21,433 | $656K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -3.4% | 21,378 | $655K |
| Massachusetts Wealth Management | 0.44% | No change | 21,080 | $646K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +1.7% | 20,902 | $640K |
| Fortis Capital Advisors, LLC | 0.13% | New | 20,850 | $639K |
| Belpointe Asset Management LLC | 0.03% | New | 20,850 | $639K |
| Assetmark, Inc. | 0.00% | Reduce -60.2% | 20,683 | $634K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.6% | 20,539 | $629K |
| Corient IA LP | 0.44% | — | 20,000 | $613K |
| CenterStar Asset Management, LLC | 0.87% | New | 19,805 | $608K |
| Cresset Asset Management, LLC | 0.00% | Reduce -20.4% | 19,780 | $606K |
| SkyView Investment Advisors, LLC | 0.09% | Add +6.0% | 19,747 | $605K |
| Brucke Financial, Inc. | 0.52% | Reduce -3.3% | 19,678 | $595K |
| ICONIQ Capital, LLC | 0.01% | Add +51.3% | 19,399 | $594K |
| Ieq Capital, LLC | 0.00% | Add +2.9% | 19,064 | $584K |
| PDS Planning, Inc | 0.05% | Add +5.7% | 18,564 | $569K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 18,262 | $559K |
| Prospera Financial Services Inc | 0.01% | New | 18,124 | $555K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.7% | 18,037 | $553K |
| Caprock Group, LLC | 0.02% | Add +48.6% | 17,744 | $544K |
| Solstein Capital, LLC | 0.32% | No change | 17,834 | $543K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +25.0% | 17,691 | $542K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -24.4% | 17,564 | $538K |
| Thrivent Financial for Lutherans | 0.00% | No change | 16,302 | $531K |
| Quantum Portfolio Management LLC | 0.27% | Add +145.3% | 17,246 | $528K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -3.8% | 17,227 | $528K |
| Two Sigma Advisers, LP | 0.00% | Reduce -81.7% | 16,956 | $519K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +6.5% | 16,954 | $519K |
| Waverly Advisors, LLC | 0.01% | Reduce -4.3% | 16,870 | $517K |
| Lanark Financial, Inc. | 0.04% | — | 16,686 | $511K |
| Gallacher Capital Management LLC | 0.25% | Add +3.4% | 16,570 | $508K |
| Versant Capital Management, Inc | 0.08% | Add +1145.9% | 16,383 | $502K |
| Simmons Bank | 0.04% | Reduce -15.8% | 16,376 | $502K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 15,966 | $489K |
| Oddo BHF Asset Management Sas | 0.02% | Add +42.2% | 18,000 | $484K |
| Clearstead Advisors, LLC | 0.01% | Add +0.2% | 15,611 | $478K |
| Sage Rhino Capital LLC | 0.11% | Reduce -0.3% | 15,421 | $472K |
| Gradient Investments LLC | 0.01% | Add +2.9% | 15,315 | $469K |
| Ascent Group, LLC | 0.02% | Add +43.5% | 15,233 | $467K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 15,230 | $466K |
| HAP Trading, LLC | 0.16% | New | 15,102 | $463K |
| Bleakley Financial Group, LLC | 0.01% | Add +25.6% | 15,076 | $462K |
| Valeo Financial Advisors, LLC | 0.01% | Add +14.5% | 14,946 | $458K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 14,930 | $457K |
| Syon Capital LLC | 0.04% | Reduce -5.5% | 14,887 | $456K |
| Sax Wealth Advisors, LLC | 0.03% | Add +30.0% | 14,636 | $448K |
| Centiva Capital, LP | 0.03% | New | 14,593 | $447K |
| Bridgewater Advisors Inc. | 0.04% | Add +1.5% | 14,498 | $442K |
| DAVENPORT & Co LLC | 0.00% | Reduce -15.9% | 14,254 | $437K |
| Focus Partners Wealth | 0.00% | Add +8.8% | 14,111 | $432K |
| Sivia Capital Partners, LLC | 0.20% | Add +3.8% | 13,661 | $418K |
| Optas, LLC | 0.07% | Add +1.7% | 13,606 | $417K |
| Diversify Advisory Services, LLC | 0.03% | Add +11.7% | 13,623 | $416K |
| Spire Wealth Management | 0.01% | Add +1.6% | 13,401 | $410K |
| Studio Investment Management LLC | 0.08% | Reduce -12.7% | 13,390 | $410K |
| FDx Advisors, Inc. | 0.13% | Reduce -3.2% | 13,379 | $410K |
| Cordatus Wealth Management LLC | 0.11% | New | 13,290 | $407K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.7% | 13,141 | $403K |
| Seed Wealth Management, Inc. | 0.33% | No change | 13,135 | $402K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.0% | 13,243 | $402K |
| Aprio Wealth Management, LLC | 0.05% | Add +15.0% | 13,088 | $401K |
| Barometer Capital Management Inc. | 0.15% | Add +23.9% | 13,489 | $400K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -38.4% | 13,019 | $396K |
| Smartleaf Asset Management LLC | 0.04% | Add +28.9% | 12,468 | $393K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.3% | 12,583 | $385K |
| Dakota Wealth Management | 0.01% | Reduce -5.2% | 12,522 | $384K |
| Perigon Wealth Management, LLC | 0.01% | Add +5.1% | 12,509 | $383K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +17.7% | 12,496 | $383K |
| First National Bank of Hutchinson | 0.25% | Add +3.0% | 12,384 | $379K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -20.1% | 12,348 | $378K |
| Leuthold Group, LLC | 0.05% | Reduce -3.3% | 12,323 | $377K |
| Allianz SE | 0.01% | Add +3.2% | 12,312 | $374K |
| Lindbrook Capital, LLC | 0.03% | Add +7.3% | 12,069 | $370K |
| Summit Securities Group LLC | 0.25% | New | 11,901 | $365K |
| SVB Wealth LLC | 0.01% | Reduce -17.4% | 11,807 | $362K |
| Synovus Financial Corp. | 0.00% | Add +4.9% | 11,684 | $358K |
| M.E. Allison & Co., Inc. | 0.35% | No change | 11,660 | $357K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -43.1% | 11,540 | $353K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -11.6% | 11,421 | $350K |
| American Trust Investment Advisors, LLC | 0.14% | Reduce -0.4% | 11,295 | $346K |
| D'Orazio & Associates, Inc. | 0.05% | Reduce -0.2% | 11,163 | $342K |
| Investors Research Corp | 0.07% | No change | 11,118 | $341K |
| Mountain Hill Investment Partners Corp. | 0.33% | No change | 11,000 | $337K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +14.4% | 10,968 | $336K |
| Parallax Volatility Advisers, L.P. | 0.01% | Add +219.4% | 10,940 | $335K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -5.9% | 10,926 | $335K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -0.2% | 10,910 | $334K |
| Stephens Inc. | 0.00% | Add +4.4% | 10,890 | $334K |
| Guggenheim Capital LLC | 0.00% | New | 10,809 | $331K |
| Drive Wealth Management, LLC | 0.08% | Reduce -2.5% | 10,765 | $330K |
| Claro Advisors Inc. | 0.04% | Add +5.5% | 10,733 | $329K |
| Hilltop Holdings Inc. | 0.02% | Reduce -2.9% | 10,090 | $307K |
| Gryphon Financial Partners LLC | 0.05% | Add +44.8% | 9,966 | $305K |
| Arkadios Wealth Advisors | 0.01% | New | 9,936 | $304K |
| Covenant Partners, LLC | 0.10% | No change | 9,908 | $303K |
| D.A. Davidson & Co. | 0.00% | No change | 9,820 | $301K |
| Calamos Wealth Management LLC | 0.01% | No change | 9,695 | $297K |
| BNP Paribas Financial Markets | 0.00% | Add +2.5% | 9,624 | $295K |
| Impact Capital Partners LLC | 0.11% | Add +0.7% | 9,600 | $294K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -36.8% | 9,555 | $293K |
| West Family Investments, Inc. | 0.11% | Reduce -29.1% | 9,534 | $292K |
| Blair William & Co. | 0.00% | Add +18.4% | 9,441 | $289K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -4.6% | 9,341 | $286K |
| Five Oceans Advisors | 0.14% | No change | 9,293 | $285K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 9,149 | $280K |
| Keel Point, LLC | 0.02% | Reduce -0.9% | 9,142 | $279K |
| Journey Strategic Wealth LLC | 0.01% | New | 9,122 | $279K |
| Lido Advisors, LLC | 0.00% | New | 9,043 | $277K |
| Citizens Financial Group Inc. | 0.01% | New | 8,936 | $274K |
| Zhang Financial LLC | 0.01% | Reduce -77.8% | 8,927 | $273K |
| Shilanski & Associates, Inc. | 0.09% | Reduce -8.0% | 8,898 | $273K |
| Bank Pictet & Cie (Europe) AG | 0.01% | Reduce -12.3% | 8,949 | $272K |
| Compton Wealth Advisory Group, LLC | 0.07% | Reduce -61.1% | 8,780 | $269K |
| SG Americas Securities, LLC | 0.00% | Add +33.5% | 8,694 | $266K |
| Traveka Wealth, LLC | 0.15% | Add +9.4% | 8,590 | $263K |
| CHICAGO TRUST Co NA | 0.05% | Add +11.2% | 8,572 | $263K |
| Columbia Asset Management | 0.05% | No change | 8,552 | $262K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +16.1% | 8,527 | $261K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.5% | 8,472 | $259K |
| Wedmont Private Capital | 0.01% | Reduce -1.9% | 9,094 | $259K |
| Fiduciary Trust Co | 0.00% | Reduce -10.1% | 8,222 | $252K |
| Nomura Holdings Inc. | 0.00% | New | 8,220 | $252K |
| Simon Quick Advisors, LLC | 0.01% | New | 8,210 | $251K |
| Commerce Bank | 0.00% | Reduce -7.2% | 8,200 | $251K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.0% | 8,106 | $248K |
| Venturi Wealth Management, LLC | 0.01% | Add +2.3% | 8,088 | $248K |
| OneAscent Financial Services LLC | 0.02% | Add +4.4% | 8,138 | $247K |
| Werba Rubin Papier Wealth Management | 0.05% | Reduce -14.2% | 8,053 | $247K |
| Evelyn Partners Investment Management Services Ltd | 0.04% | Reduce -0.8% | 8,100 | $246K |
| Virtu Financial LLC | 0.01% | New | 8,011 | $245K |
| Allworth Financial LP | 0.00% | Add +47.1% | 8,134 | $242K |
| Westover Capital Advisors, LLC | 0.05% | Add +7.3% | 7,833 | $240K |
| Calydon Capital | 0.04% | No change | 7,808 | $239K |
| Seven Mile Advisory | 0.16% | Reduce -2.3% | 7,657 | $235K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.3% | 7,582 | $232K |
| Kingsview Wealth Management, LLC | 0.00% | Add +3.4% | 7,423 | $227K |
| Summit Trail Advisors, LLC | 0.01% | New | 7,420 | $227K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -2.5% | 7,441 | $227K |
| Merit Financial Group, LLC | 0.00% | New | 7,403 | $227K |
| Empower Advisory Group, LLC | 0.00% | Add +6.7% | 7,309 | $224K |
| SBI Securities Co., Ltd. | 0.01% | Add +3.4% | 7,279 | $223K |
| Park National Corp. | 0.01% | Reduce -5.7% | 7,245 | $222K |
| Cromwell Holdings LLC | 0.14% | No change | 7,242 | $222K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.3% | 7,238 | $222K |
| Brown Miller Wealth Management, LLC | 0.08% | Reduce -19.9% | 7,159 | $219K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 7,100 | $217K |
| Choate Investment Advisors | 0.01% | New | 7,077 | $216K |
| RMR Wealth Builders | 0.02% | No change | 6,980 | $214K |
| Keybank National Association | 0.00% | Reduce -6.5% | 6,969 | $213K |
| Genus Capital Management Inc. | 0.03% | — | 6,930 | $212K |
| First City Capital Management, Inc. | 0.13% | Reduce -3.9% | 6,878 | $211K |
| Cwm, LLC | 0.00% | Reduce -5.9% | 6,872 | $210K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -23.4% | 6,798 | $208K |
| Adero Partners, LLC | 0.01% | Reduce -0.4% | 6,752 | $207K |
| Logan Capital Management Inc. | 0.01% | Reduce -92.5% | 6,666 | $204K |
| Diametric Capital, LP | 0.24% | New | 6,638 | $203K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -13.2% | 6,600 | $202K |
| Avior Wealth Management, LLC | 0.01% | Reduce -5.0% | 6,597 | $202K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +19.3% | 6,236 | $191K |
| Greykasell Wealth Strategies, Inc. | 0.10% | New | 6,044 | $185K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -4.7% | 5,689 | $174K |
| Cheviot Value Management, LLC | 0.02% | New | 5,578 | $172K |
| IFP Advisors, Inc | 0.01% | Add +4.8% | 5,470 | $168K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -4.5% | 5,331 | $163K |
| Independence Bank of Kentucky | 0.02% | Add +0.5% | 5,100 | $155K |
| Financial Perspectives, Inc | 0.05% | No change | 4,894 | $150K |
| Arax Advisory Partners | 0.01% | Add +11.0% | 4,848 | $148K |
| Banque Transatlantique SA | 0.00% | New | 4,847 | $147K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +18.6% | 4,518 | $137K |
| Principal Securities, Inc. | 0.00% | Add +2.1% | 4,296 | $130K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | Add +18.8% | 4,100 | $125K |
| Golden State Wealth Management, LLC | 0.02% | No change | 4,072 | $125K |
| UMB Bank, n.a. | 0.00% | Add +9.0% | 4,046 | $124K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.6% | 3,992 | $122K |
| Rothschild Investment LLC | 0.01% | Reduce -0.3% | 3,802 | $116K |
| Wayfinding Financial, LLC | 0.04% | New | 3,292 | $100K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.2% | 2,864 | $88K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -29.0% | 2,752 | $84K |
| Park Place Capital Corp | 0.02% | Add +2627.3% | 2,700 | $83K |
| Cloud Capital Management, LLC | 0.06% | — | 2,690 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.0% | 2,653 | $81K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,624 | $80K |
| Sandy Spring Bank | 0.00% | No change | 2,564 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | Add +24.6% | 2,669 | $70K |
| Opal Wealth Advisors, LLC | 0.02% | New | 2,110 | $65K |
| Harbour Investments, Inc. | 0.00% | No change | 2,105 | $64K |
| Activest Wealth Management | 0.02% | No change | 2,000 | $61K |
| Financial Connections Group, Inc. | 0.03% | Add +1509.1% | 354 | $59K |
| TD Private Client Wealth LLC | 0.00% | Reduce -85.1% | 1,901 | $58K |
| Continuum Advisory, LLC | 0.01% | Reduce -9.1% | 1,826 | $56K |
| Parkside Financial Bank & Trust | 0.01% | Add +28.9% | 1,741 | $53K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +183.6% | 1,716 | $52K |
| Mather Group, Llc. | 0.00% | Reduce -0.9% | 1,630 | $50K |
| Geneos Wealth Management Inc. | 0.00% | Add +62.0% | 1,497 | $46K |
| Rakuten Securities, Inc. | 0.02% | Add +45.9% | 1,466 | $45K |
| WASHINGTON TRUST Co | 0.00% | Reduce -29.6% | 1,374 | $42K |
| Berbice Capital Management LLC | 0.03% | Add +44.4% | 1,300 | $40K |
| Quarry LP | 0.01% | New | 1,218 | $37K |
| Fifth Third Bancorp | 0.00% | Reduce -28.6% | 1,177 | $36K |
| Barclays PLC | 0.00% | Add +959.0% | 1,112 | $34K |
| First Horizon Advisors, Inc. | 0.00% | Add +27.2% | 1,028 | $32K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $31K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,000 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 991 | $30K |
| Grove Bank & Trust | 0.00% | New | 924 | $28K |
| Huntington National Bank | 0.00% | Add +104.4% | 922 | $28K |
| GAMMA Investing LLC | 0.00% | No change | 836 | $26K |
| City Holding Co. | 0.00% | New | 827 | $25K |
| Robinswood Financial LLC | 0.01% | New | 798 | $24K |
| Key Financial Inc | 0.01% | No change | 773 | $24K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -89.9% | 72 | $22K |
| Private Trust Co. NA | 0.00% | Add +39.0% | 677 | $21K |
| Addison Advisors LLC | 0.01% | Add +12.4% | 635 | $19K |
| Financial Management Professionals, Inc. | 0.00% | No change | 619 | $19K |
| Clean Yield Group | 0.01% | No change | 591 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +8.1% | 587 | $18K |
| Zions Bancorporation, National Association | 0.00% | — | 550 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 538 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $15K |
| NFSG Corp | 0.00% | No change | 500 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Add +164.2% | 494 | $14K |
| Truvestments Capital LLC | 0.00% | New | 466 | $14K |
| Lavaca Capital LLC | 0.01% | No change | 460 | $14K |
| GW&K Investment Management, LLC | 0.00% | No change | 464 | $14K |
| Main Street Group, LTD | 0.01% | No change | 442 | $14K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -19.0% | 427 | $13K |
| Union Savings Bank | 0.01% | No change | 410 | $13K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -22.5% | 406 | $12K |
| Nalls Sherbakoff Group, LLC | 0.01% | — | 400 | $12K |
| Global Financial Private Client, LLC | 0.00% | No change | 399 | $12K |
| NewSquare Capital LLC | 0.00% | Add +391.3% | 393 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 378 | $12K |
| Montag A & Associates Inc. | 0.00% | Reduce -11.6% | 366 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -5.0% | 363 | $11K |
| MAI Capital Management | 0.00% | Add +173.6% | 331 | $10K |
| Hanson & Doremus Investment Management | 0.00% | No change | 339 | $10K |
| Sterling Capital Management LLC | 0.00% | No change | 315 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 315 | $10K |
| WealthCollab, LLC | 0.01% | No change | 308 | $9K |
| Transce3nd, LLC | 0.00% | No change | 305 | $9K |
| REAP Financial Group, LLC | 0.00% | Add +29900.0% | 300 | $9K |
| Brooklyn Investment Group | 0.00% | Add +14800.0% | 298 | $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 |
| Eastern Bank | 0.00% | Add +235.1% | 258 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 235 | $7K |
| Roxbury Financial LLC | 0.01% | Add +0.5% | 210 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 227 | $7K |
| CoreCap Advisors, LLC | 0.00% | Add +74.6% | 227 | $7K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $7K |
| Sierra Ocean, LLC | 0.01% | No change | 219 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 219 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 200 | $6K |
| Highline Wealth Partners LLC | 0.00% | Add +32.5% | 200 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | — | 195 | $6K |
| Larson Financial Group LLC | 0.00% | Add +626.9% | 189 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 187 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 183 | $6K |
| Federated Hermes, Inc. | 0.00% | Add +3.5% | 180 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 179 | $5K |
| Copeland Capital Management, LLC | 0.00% | No change | 171 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -6.1% | 170 | $5K |
| Whittier Trust Co. | 0.00% | Reduce -98.5% | 152 | $5K |
| SouthState Bank Corp | 0.00% | New | 150 | $5K |
| First Pacific Financial | 0.00% | New | 142 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $4K |
| Binnacle Investments Inc | 0.00% | — | 137 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 136 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 128 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 120 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 120 | $4K |
| 2UniFi Bank | 0.00% | No change | 100 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 69 | $2K |
| CX Institutional | 0.00% | New | 50 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 65 | $2K |
| ORG Partners LLC | 0.00% | New | 60 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 58 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +14.6% | 55 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -68.0% | 47 | $1K |
| Mattson Financial Services, LLC | 0.00% | New | 40 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 36 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 35 | $1K |
| Avion Wealth | 0.00% | No change | 65 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 34 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 32 | $981 |
| Abound Wealth Management | 0.00% | Reduce -40.4% | 28 | $858 |
| Bare Financial Services, Inc | 0.00% | New | 20 | $613 |
| High Note Wealth, LLC | 0.00% | No change | 13 | $398 |
| Catherine Avery Investment Management LLC | 0.00% | No change | 10 | $306 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 9 | $276 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 8 | $246 |
| Tortoise Investment Management, LLC | 0.00% | No change | 3 | $92 |
| Forsta Ap-Fonden | 0.00% | Add +96.4% | 461,854 | $0 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 16 | $0 |
| Covestor Ltd | 0.00% | No change | 8 | $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.