UBS Group AG-RegUBS
13F holders, Q2 2025 (June 30)597holders +11
64new positions
53sold out
9famous investors
$33.64avg. 13F price*
At the end of Q2 2025, 597 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 11 from Q1 2025. 64 opened new positions and 53 sold out. The largest holders were Norges Bank ($4.9B), Vanguard Group Inc. ($4.6B) and UBS Group AG ($3.9B). 9 famous investors held it, including Ken Fisher (0.8% of Fisher Asset Management's portfolio), Andreas Halvorsen (0.3% of Viking Global Investors's portfolio) and Jim Simons / Peter Brown (0.1% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $267.7M |
| Exits | 53 | $55.8M |
All 13F filers, Q1 2025 → Q2 2025: 65,134,234 shares bought and 153,607,840 shares sold, net −88,473,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 597 holders
| Norges Bank | 0.61% | Add +3.0% | 144,091,392 | $4.9B |
| Vanguard Group Inc. | 0.07% | Add +3.0% | 135,357,012 | $4.6B |
| UBS Group AG | 0.82% | Reduce -21.3% | 115,915,485 | $3.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.48% | Reduce -5.6% | 70,666,454 | $2.4B |
| Massachusetts Financial Services Co. | 0.69% | Reduce -14.1% | 63,935,645 | $2.2B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.92% | Add +7.2% | 59,561,637 | $2.0B |
| Fisher Asset Management | 0.78% | Add +16.9% | 58,424,089 | $2.0B |
| FMR LLC | 0.09% | Reduce -31.5% | 48,588,330 | $1.6B |
| Cevian Capital II GP LTD | 57.40% | Add +9.9% | 48,117,675 | $1.6B |
| Dodge & Cox | 0.87% | Reduce -37.1% | 45,635,942 | $1.5B |
| Capital World Investors | 0.18% | Reduce -2.2% | 36,957,240 | $1.3B |
| Pictet Asset Management Holding SA | 1.23% | Add +0.9% | 35,735,675 | $1.2B |
| JPMorgan Chase & Co. | 0.07% | Reduce -3.4% | 31,561,123 | $1.1B |
| Legal & General Group Plc | 0.21% | Reduce -8.8% | 24,789,498 | $836.2M |
| Pzena Investment Management LLC | 2.70% | Add +5.3% | 30,902,392 | $829.7M |
| Deutsche Bank AG | 0.29% | Reduce -26.8% | 22,950,153 | $776.2M |
| Amundi | 0.25% | Add +18.1% | 20,346,519 | $707.4M |
| Arrowstreet Capital, Limited Partnership | 0.45% | Add +6.7% | 18,739,159 | $634.2M |
| Goldman Sachs Group Inc. | 0.10% | Add +17.1% | 18,450,919 | $624.0M |
| Wellington Management Group LLP | 0.11% | Add +47.5% | 17,940,249 | $605.1M |
| Vontobel Holding Ltd. | 1.54% | Reduce -19.4% | 13,823,767 | $468.0M |
| Nuveen, LLC | 0.11% | Reduce -0.4% | 11,396,193 | $384.6M |
| Caisse Des Depots Et Consignations | 12.02% | No change | 7,922,061 | $287.0M |
| Bank of America Corp. | 0.02% | Reduce -4.1% | 8,429,237 | $285.1M |
| Bank of New York Mellon Corp | 0.05% | Reduce -2.9% | 8,247,213 | $278.9M |
| Russell Investments Group, Ltd. | 0.33% | Reduce -0.7% | 7,750,678 | $261.4M |
| Morgan Stanley | 0.02% | Reduce -5.3% | 7,702,163 | $260.5M |
| Royal Bank of Canada | 0.05% | Reduce -0.3% | 7,553,670 | $255.5M |
| ARGA Investment Management, LP | 6.75% | Add +0.9% | 7,289,109 | $246.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.25% | Reduce -68.5% | 7,001,057 | $236.1M |
| Banque Cantonale Vaudoise | 9.22% | Reduce -1.7% | 6,699,155 | $226.0M |
| Canada Pension Plan Investment Board | 0.19% | Add +16.9% | 6,403,636 | $216.8M |
| Citigroup Inc. | 0.14% | Add +3.8% | 6,047,392 | $204.0M |
| FIL Ltd | 0.17% | Reduce -35.8% | 5,709,666 | $193.2M |
| Compagnie Lombard Odier SCmA | 2.39% | Add +14.7% | 5,379,193 | $181.4M |
| WCM Investment Management, LLC | 0.40% | Reduce -1.6% | 5,221,697 | $174.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.45% | Add +20.8% | 5,443,355 | $151.4M |
| M&G PLC | 0.86% | Add +17.0% | 4,413,062 | $150.2M |
| Royal London Asset Management Ltd. | 0.34% | Reduce -36.0% | 4,395,785 | $148.7M |
| Northern Trust Corp. | 0.02% | Add +0.3% | 4,304,018 | $145.6M |
| DekaBank Deutsche Girozentrale | 0.26% | Reduce -2.2% | 4,269,505 | $144.1M |
| Allianz Asset Management GmbH | 0.19% | Add +1.0% | 4,174,157 | $140.8M |
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 3,986,549 | $134.8M |
| Aviva PLC | 0.26% | Reduce -0.2% | 3,772,790 | $127.6M |
| AXA S.A. | 0.35% | Reduce -28.6% | 3,614,786 | $122.3M |
| Ameriprise Financial Inc. | 0.03% | Add +7.8% | 3,262,619 | $112.0M |
| Natixis Advisors, LLC | 0.16% | Reduce -30.8% | 3,011,100 | $101.8M |
| LGT Group Foundation | 1.25% | Reduce -10.3% | 2,941,343 | $99.6M |
| CANADA LIFE ASSURANCE Co | 0.16% | Add +31.1% | 2,904,401 | $98.1M |
| Platinum Investment Management Ltd. | 6.23% | Reduce -35.9% | 2,778,489 | $93.7M |
| Bank of Montreal | 0.05% | Add +40.3% | 2,674,414 | $90.5M |
| Public Sector Pension Investment Board | 0.38% | Reduce -0.5% | 2,644,750 | $89.2M |
| Viking Global Investors | 0.25% | New | 2,580,412 | $87.3M |
| Renaissance Technologies | 0.11% | Add +127.0% | 2,477,891 | $83.8M |
| Moore Capital Management, LP | 1.79% | Add +71.0% | 2,465,661 | $83.4M |
| ANTIPODES PARTNERS Ltd | 2.54% | Reduce -9.4% | 2,432,229 | $82.0M |
| Border to Coast Pensions Partnership Ltd | 1.43% | Add +10.4% | 2,307,000 | $77.8M |
| Public Employees Retirement System of Ohio | 0.26% | Reduce -13.7% | 2,292,635 | $77.3M |
| Captrust Financial Advisors | 0.16% | Add +0.7% | 2,137,497 | $72.3M |
| Liontrust Investment Partners LLP | 1.03% | New | 2,128,894 | $71.8M |
| Jane Street Group, LLC | 0.12% | Add +280.2% | 2,095,483 | $70.9M |
| Janus Henderson Group PLC | 0.03% | Add +1.1% | 1,999,751 | $67.5M |
| Patient Capital Management, LLC | 2.96% | Reduce -5.2% | 1,937,639 | $65.5M |
| State of Tennessee, Department of Treasury | 0.23% | Add +2.4% | 1,906,828 | $64.3M |
| Korea Investment CORP | 0.14% | Reduce -21.9% | 1,803,655 | $60.8M |
| J. Safra Sarasin Holding AG | 1.03% | Reduce -12.6% | 1,766,535 | $59.6M |
| Brandes Investment Partners, LP | 0.54% | Add +11.5% | 1,754,446 | $59.3M |
| HSBC Holdings PLC | 0.04% | Add +10.3% | 1,720,276 | $58.0M |
| Invesco Ltd. | 0.01% | Reduce -17.8% | 1,633,951 | $55.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.1% | 1,628,308 | $55.1M |
| Qube Research & Technologies Ltd | 0.08% | Add +159.4% | 1,621,594 | $54.9M |
| ABN AMRO Bank N.V. | 0.69% | Add +3.6% | 1,571,564 | $53.3M |
| Generali Asset Management SPA SGR | 1.20% | Add +25.4% | 1,957,087 | $52.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -1.2% | 1,421,985 | $47.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.25% | Add +9.2% | 1,290,334 | $43.5M |
| American Century Companies Inc. | 0.02% | Add +1.1% | 1,248,597 | $42.2M |
| TD Asset Management Inc | 0.03% | Add +3.0% | 1,114,841 | $37.6M |
| Thrivent Financial for Lutherans | 0.08% | Add +6413.6% | 1,061,842 | $35.8M |
| Banque Pictet & Cie SA | 0.36% | Add +25.7% | 1,033,470 | $34.9M |
| Jupiter Asset Management Ltd. | 0.28% | Reduce -21.7% | 999,014 | $33.7M |
| Crocodile Capital Partners GmbH | 56.52% | Add +74.6% | 995,000 | $33.7M |
| Exane Asset Management | 12.78% | Reduce -19.5% | 1,038,991 | $32.7M |
| Worldquant Millennium Advisors LLC | 0.15% | Add +30.7% | 878,317 | $29.7M |
| Governors Lane LP | 4.10% | Add +25.8% | 877,822 | $29.7M |
| GAM Holding AG | 2.04% | New | 859,043 | $29.0M |
| Wells Fargo & Company | 0.01% | Add +11.3% | 822,982 | $27.8M |
| ASR Vermogensbeheer N.V. | 0.35% | Add +0.4% | 794,098 | $26.8M |
| Mackenzie Financial Corp. | 0.03% | Reduce -32.7% | 767,981 | $26.0M |
| Fullerton Fund Management Co Ltd. | 1.02% | Reduce -34.0% | 745,363 | $25.1M |
| Channing Global Advisors, LLC | 16.15% | Reduce -0.5% | 741,861 | $25.0M |
| Levin Capital Strategies, L.P. | 2.39% | Add +74.6% | 720,476 | $24.4M |
| AMF Tjanstepension AB | 0.16% | Add +12.6% | 708,033 | $24.0M |
| Millennium Management | 0.02% | Add +176.9% | 705,553 | $23.9M |
| Haven Global Partners, LLC | 17.88% | Add +15.6% | 675,824 | $22.8M |
| Edmond DE Rothschild Holding S.A. | 0.36% | Add +28.4% | 674,660 | $22.7M |
| Franklin Resources Inc. | 0.01% | Reduce -71.2% | 637,302 | $21.6M |
| Great Lakes Advisors, LLC | 0.18% | Add +746.8% | 627,657 | $21.2M |
| Systrade AG | 23.71% | Add +5.0% | 625,000 | $20.9M |
| Zurich Insurance Group Ltd | 0.15% | Reduce -30.2% | 564,070 | $19.0M |
| Stifel Financial Corp. | 0.02% | Add +1.9% | 547,729 | $18.5M |
| Point72 Asset Management | 0.05% | Add +294.6% | 542,976 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.6% | 541,095 | $18.3M |
| Mangrove Partners Im, LLC | 1.95% | No change | 527,637 | $17.8M |
| Sienna Gestion | 1.22% | New | 577,949 | $17.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -34.3% | 521,054 | $17.6M |
| USS Investment Management Ltd | 0.11% | No change | 516,436 | $17.5M |
| Baker Avenue Asset Management, LP | 0.49% | Reduce -0.5% | 509,982 | $17.2M |
| Voya Investment Management LLC | 0.02% | Reduce -1.7% | 507,951 | $17.1M |
| O'shaughnessy Asset Management, LLC | 0.10% | Reduce -12.1% | 426,291 | $14.4M |
| D. E. Shaw & Co. | 0.01% | Add +183.2% | 398,349 | $13.5M |
| Pictet North America Advisors SA | 1.29% | No change | 382,355 | $12.9M |
| Henry James International Management Inc. | 4.14% | Reduce -9.3% | 372,723 | $12.6M |
| Gardner Lewis Asset Management L P | 3.11% | Reduce -0.5% | 368,696 | $12.5M |
| Baader Bank Aktiengesellschaft | 1.05% | No change | 360,840 | $12.2M |
| Prudential PLC | 0.07% | Add +20.4% | 360,657 | $12.2M |
| Cibc World Market Inc. | 0.03% | Reduce -1.3% | 350,316 | $11.9M |
| Black Diamond Capital Management, L.L.C. | 6.90% | No change | 350,000 | $11.8M |
| RBF Capital, LLC | 0.58% | Add +7.3% | 348,859 | $11.8M |
| SIH Partners, LLLP | 1.12% | Reduce -91.4% | 348,176 | $11.8M |
| Contravisory Investment Management, Inc. | 2.30% | Reduce -0.7% | 345,381 | $11.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.3% | 331,410 | $11.2M |
| MetLife Investment Management, LLC | 0.06% | Reduce -5.8% | 321,595 | $10.9M |
| PDT Partners, LLC | 0.58% | New | 305,378 | $10.3M |
| Maryland State Retirement & Pension System | 0.22% | Reduce -27.6% | 302,560 | $10.2M |
| Quantinno Capital Management LP | 0.04% | Add +4.9% | 299,953 | $10.1M |
| M&T Bank Corp | 0.03% | Add +6.2% | 298,111 | $10.1M |
| Macquarie Group Ltd. | 0.01% | Add +2.2% | 365,271 | $9.9M |
| Two Sigma Advisers, LP | 0.02% | Add +1602.1% | 288,605 | $9.8M |
| Crossmark Global Holdings, Inc. | 0.15% | Add +3.1% | 278,366 | $9.4M |
| Alberta Investment Management Corp | 0.08% | New | 267,593 | $9.1M |
| Value Partners Investments Inc. | 0.69% | Reduce -0.4% | 259,856 | $8.8M |
| Creative Planning | 0.01% | Reduce -13.2% | 259,110 | $8.8M |
| Fiera Capital Corp | 0.03% | Add +16.5% | 252,885 | $8.6M |
| LGT Fund Management Co Ltd. | 0.72% | Reduce -28.5% | 244,036 | $8.3M |
| Assenagon Asset Management S.A. | 0.01% | Add +7.4% | 217,715 | $7.3M |
| Promethos Capital, LLC | 2.46% | Add +6.3% | 215,042 | $7.3M |
| LPL Financial LLC | 0.00% | Reduce -4.9% | 215,150 | $7.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -8.0% | 204,044 | $6.9M |
| Jefferies Financial Group Inc. | 0.12% | Add +33.7% | 202,272 | $6.8M |
| First Trust Advisors LP | 0.01% | Add +0.0% | 199,559 | $6.8M |
| Pathstone Holdings, LLC | 0.03% | Reduce -15.7% | 190,870 | $6.4M |
| QRG Capital Management, Inc. | 0.06% | Reduce -9.3% | 188,021 | $6.4M |
| Neuberger Berman Group LLC | 0.00% | Add +14.9% | 181,910 | $6.1M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Reduce -5.3% | 181,097 | $6.1M |
| Mariner, LLC | 0.01% | Add +2.5% | 181,030 | $6.1M |
| Cerity Partners LLC | 0.01% | Reduce -3.3% | 167,275 | $5.7M |
| 111 Capital | 0.94% | Add +272.3% | 160,693 | $5.4M |
| DJE Kapital AG | 0.13% | Reduce -64.2% | 162,371 | $5.4M |
| RPg Family Wealth Advisory, LLC | 1.40% | Reduce -44.9% | 155,348 | $5.3M |
| Permanens Capital L.P. | 0.70% | Add +16.0% | 151,596 | $5.1M |
| Trexquant Investment LP | 0.06% | New | 151,537 | $5.1M |
| Ingalls & Snyder LLC | 0.18% | New | 150,061 | $5.1M |
| Credit Industriel Et Commercial | 1.06% | Add +4.4% | 147,378 | $5.0M |
| Sei Investments Co. | 0.01% | Reduce -34.9% | 145,847 | $4.9M |
| Ritholtz Wealth Management | 0.11% | Reduce -20.4% | 144,231 | $4.9M |
| AQR Capital Management | 0.00% | Add +121.0% | 139,033 | $4.7M |
| Helios Capital Management Pte. Ltd. | 3.54% | Add +21.4% | 136,000 | $4.6M |
| Inspire Trust Co, N.A. | 0.94% | Add +19.5% | 135,000 | $4.6M |
| Clearbridge Investments, LLC | 0.00% | Reduce -6.9% | 134,991 | $4.6M |
| Timber Creek Capital Management LLC | 1.12% | Reduce -0.1% | 117,084 | $4.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | — | 129,469 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.1% | 129,280 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.4% | 127,614 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.7% | 121,067 | $4.2M |
| Vident Advisory, LLC | 0.05% | Reduce -2.1% | 121,820 | $4.1M |
| Campbell & CO Investment Adviser LLC | 0.26% | New | 119,894 | $4.1M |
| Groupe la Francaise | 0.07% | Add +39.5% | 119,479 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 117,435 | $4.0M |
| Groupama Asset Managment | 0.07% | Reduce -2.4% | 145,805 | $3.9M |
| Acadian Asset Management LLC | 0.01% | Reduce -79.0% | 110,941 | $3.7M |
| Mirabella Financial Services LLP | 0.40% | New | 109,430 | $3.7M |
| Quadrant Capital Group LLC | 0.13% | Reduce -9.7% | 106,855 | $3.6M |
| Metis Global Partners, LLC | 0.09% | Add +8.0% | 106,313 | $3.6M |
| Mitchell Capital Management Co. | 0.65% | Reduce -12.6% | 96,483 | $3.5M |
| Oddo BHF Asset Management Sas | 0.13% | Add +609.9% | 127,785 | $3.4M |
| Group One Trading LLC | 0.11% | Add +19.2% | 99,375 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.7% | 98,308 | $3.3M |
| Nebula Research & Development LLC | 0.28% | Add +55.6% | 98,175 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -4.6% | 97,960 | $3.3M |
| US Bancorp \de | 0.00% | Reduce -8.9% | 96,411 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -11.7% | 95,852 | $3.2M |
| Corient Private Wealth LP | 0.00% | Add +29.6% | 95,681 | $3.2M |
| NatWest Group plc | 0.93% | Reduce -53.8% | 92,787 | $3.1M |
| Cloverfields Capital Group, LP | 0.89% | No change | 88,192 | $3.0M |
| Highland Capital Management, LLC | 0.16% | Reduce -2.0% | 86,756 | $2.9M |
| Independent Advisor Alliance | 0.08% | Add +1.0% | 86,721 | $2.9M |
| Ossiam | 0.03% | Add +2.6% | 84,740 | $2.9M |
| Plato Investment Management Ltd | 0.21% | Add +1.5% | 84,458 | $2.8M |
| Legacy Wealth Asset Management, LLC | 0.72% | Add +38.9% | 83,370 | $2.8M |
| Nekton Capital Ltd. | 5.32% | New | 77,510 | $2.6M |
| TrueMark Investments, LLC | 0.55% | Add +18.3% | 75,686 | $2.6M |
| Equitable Trust Co. | 0.13% | Add +1.5% | 75,285 | $2.5M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -0.8% | 75,232 | $2.5M |
| Alaethes Wealth, LLC | 0.76% | Add +3.2% | 75,126 | $2.5M |
| Signaturefd, LLC | 0.04% | Reduce -6.2% | 72,966 | $2.5M |
| National Bank of Canada | 0.00% | Reduce -44.5% | 70,869 | $2.5M |
| Altman Advisors, Inc. | 0.99% | Add +2.9% | 71,825 | $2.4M |
| Stamos Capital Partners, L.P. | 0.43% | Add +54.4% | 70,464 | $2.4M |
| Andra AP-fonden | 0.03% | No change | 86,857 | $2.3M |
| Mediolanum International Funds Ltd | 0.03% | Reduce -60.8% | 69,440 | $2.3M |
| Bessemer Group Inc. | 0.00% | Add +6.2% | 67,727 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -18.0% | 65,647 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 65,204 | $2.2M |
| Trivant Custom Portfolio Group, LLC | 1.20% | Add +0.6% | 64,529 | $2.2M |
| Choreo, LLC | 0.03% | Add +24.6% | 64,425 | $2.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.4% | 63,594 | $2.2M |
| Wealth Alliance Advisory Group, LLC | 0.41% | No change | 63,400 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.4% | 63,304 | $2.1M |
| Walleye Trading LLC | 0.05% | Add +186.2% | 63,213 | $2.1M |
| Glenmede Investment Management, LP | 0.01% | — | 62,452 | $2.1M |
| Orca Wealth Management, LLC | 1.74% | Add +1.9% | 61,113 | $2.1M |
| Banco Santander, S.A. | 0.02% | Reduce -49.6% | 61,082 | $2.1M |
| Cigna Investments Inc. | 0.35% | Reduce -1.4% | 59,806 | $2.0M |
| Capital International Sarl | 0.04% | No change | 59,554 | $2.0M |
| Centiva Capital, LP | 0.13% | Add +299.3% | 58,268 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Add +7.1% | 57,675 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +16.4% | 57,244 | $1.9M |
| Vise Technologies, Inc. | 0.08% | — | 57,103 | $1.9M |
| Callan Family Office, LLC | 0.06% | Add +150.7% | 57,031 | $1.9M |
| Forum Financial Management, LP | 0.03% | Reduce -17.3% | 56,356 | $1.9M |
| Mitchell & Pahl Private Wealth, LLC | 0.82% | Add +1.7% | 54,675 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Reduce -6.3% | 54,294 | $1.8M |
| Transatlantique Private Wealth LLC | 0.67% | Add +26.6% | 53,878 | $1.8M |
| Qtron Investments LLC | 0.23% | No change | 53,833 | $1.8M |
| Summit Global Investments | 0.11% | Reduce -17.2% | 53,198 | $1.8M |
| Advisors Capital Management, LLC | 0.02% | Add +44.1% | 52,648 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +443.9% | 52,349 | $1.8M |
| Graham Capital Management, L.P. | 0.05% | New | 51,522 | $1.7M |
| Greenleaf Trust | 0.01% | Reduce -0.1% | 48,682 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +16.5% | 48,654 | $1.6M |
| Gator Capital Management, LLC | 0.50% | No change | 47,600 | $1.6M |
| BTC Capital Management, Inc. | 0.13% | Add +4.1% | 45,458 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | Add +13.0% | 45,009 | $1.5M |
| Rhumbline Advisers | 0.00% | Add +4.5% | 44,451 | $1.5M |
| Tudor Investment Corporation | 0.01% | New | 44,364 | $1.5M |
| Pitcairn Co. | 0.10% | Reduce -33.9% | 44,334 | $1.5M |
| Northside Capital Management, LLC | 0.11% | New | 42,761 | $1.4M |
| Twin Tree Management, LP | 0.04% | New | 42,234 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -18.7% | 41,782 | $1.4M |
| Baker Ellis Asset Management LLC | 0.19% | Add +2.7% | 40,050 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.4% | 38,874 | $1.3M |
| Legacy Capital Group California, Inc. | 0.36% | Add +2.2% | 38,708 | $1.3M |
| Beverly Hills Private Wealth, LLC | 0.24% | Reduce -10.8% | 38,192 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -32.5% | 38,158 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.3% | 38,098 | $1.3M |
| Ballentine Partners, LLC | 0.02% | Add +2.6% | 37,407 | $1.3M |
| GTS Securities LLC | 0.06% | New | 37,307 | $1.3M |
| Capital Fund Management S.A. | 0.01% | New | 37,132 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.10% | Reduce -1.5% | 36,958 | $1.2M |
| Bailard, Inc. | 0.03% | Reduce -1.1% | 35,880 | $1.2M |
| Simplex Trading, LLC | 0.03% | Add +10.2% | 35,546 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -3.0% | 35,319 | $1.2M |
| Bank Pictet & Cie (Europe) AG | 0.03% | Add +293.1% | 35,174 | $1.2M |
| Gabelli Funds LLC | 0.01% | Add +2.9% | 35,000 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.3% | 34,541 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +66.1% | 34,363 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +27.1% | 34,066 | $1.2M |
| &partners | 0.01% | Add +26.5% | 34,341 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +11.2% | 34,167 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.9% | 33,649 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +19.3% | 33,200 | $1.1M |
| Longfellow Investment Management Co. LLC | 0.28% | New | 41,675 | $1.1M |
| Kathmere Capital Management, LLC | 0.09% | Reduce -7.6% | 32,969 | $1.1M |
| SOL Capital Management CO | 0.11% | Reduce -9.7% | 32,580 | $1.1M |
| Victory Capital Management Inc. | 0.00% | New | 31,511 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +19.6% | 32,345 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +1.0% | 31,592 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +354.9% | 30,923 | $1.0M |
| Centennial Bank | 0.43% | Reduce -1.0% | 30,277 | $1.0M |
| Credit Capital Investments LLC | 1.42% | Reduce -30.2% | 30,000 | $1.0M |
| Compound Planning, Inc. | 0.04% | Reduce -27.3% | 29,060 | $983K |
| Cullinan Associates Inc. | 0.06% | No change | 29,000 | $981K |
| Evelyn Partners Investment Management LLP | 0.03% | No change | 28,866 | $977K |
| Evergreen Capital Management LLC | 0.03% | Reduce -5.2% | 28,618 | $968K |
| Ethic Inc. | 0.02% | Add +4.3% | 27,845 | $931K |
| Atlas Capital Advisors Inc. | 0.11% | No change | 26,894 | $910K |
| Virtu Financial LLC | 0.05% | Add +233.6% | 26,722 | $904K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -36.9% | 26,560 | $898K |
| Pinnacle Associates Ltd. | 0.01% | Add +23.9% | 26,555 | $898K |
| Ieq Capital, LLC | 0.01% | Add +37.8% | 26,267 | $888K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.1% | 26,179 | $885K |
| Net Worth Advisory Group | 0.19% | Add +4.6% | 25,960 | $878K |
| JFS Wealth Advisors, LLC | 0.06% | No change | 25,692 | $869K |
| Connable Office Inc. | 0.09% | Reduce -6.9% | 25,409 | $859K |
| Greenwich Wealth Management LLC | 0.04% | No change | 24,847 | $840K |
| Future Fund LLC | 0.37% | Add +10.2% | 24,775 | $838K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -2.8% | 24,581 | $831K |
| Focus Partners Wealth | 0.00% | Add +68.4% | 23,757 | $803K |
| Calydon Capital | 0.08% | Add +198.3% | 23,295 | $788K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -1.0% | 23,045 | $779K |
| Bayforest Capital Ltd | 0.33% | New | 22,622 | $765K |
| Blue Trust, Inc. | 0.01% | Reduce -27.4% | 22,334 | $755K |
| Clarius Group, LLC | 0.04% | Reduce -7.5% | 22,227 | $751K |
| Verition Fund Management LLC | 0.00% | New | 21,793 | $737K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.2% | 21,196 | $717K |
| Massachusetts Wealth Management | 0.40% | No change | 21,080 | $713K |
| CHICAGO TRUST Co NA | 0.10% | Add +142.0% | 20,743 | $702K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -4.2% | 20,480 | $693K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.0% | 20,173 | $682K |
| Corient IA LP | 0.40% | No change | 20,000 | $676K |
| TD Waterhouse Canada Inc. | 0.00% | Add +51.0% | 19,998 | $675K |
| Citadel Advisors | 0.00% | Reduce -95.2% | 19,934 | $674K |
| Lingohr Asset Management GmbH | 1.22% | New | 19,880 | $672K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +14.9% | 19,795 | $669K |
| SG Americas Securities, LLC | 0.00% | Add +122.3% | 19,331 | $654K |
| SkyView Investment Advisors, LLC | 0.09% | Reduce -1.3% | 19,487 | $652K |
| Gradient Investments LLC | 0.01% | Add +25.5% | 19,225 | $650K |
| Personal Cfo Solutions, LLC | 0.12% | Reduce -30.2% | 19,197 | $649K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -23.9% | 18,941 | $641K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -12.0% | 18,887 | $639K |
| Brucke Financial, Inc. | 0.44% | Reduce -4.1% | 18,866 | $638K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -10.2% | 18,781 | $635K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +5.5% | 18,666 | $631K |
| PDS Planning, Inc | 0.05% | Add +0.5% | 18,655 | $631K |
| Bleakley Financial Group, LLC | 0.02% | Add +22.8% | 18,506 | $626K |
| Lanark Financial, Inc. | 0.05% | Add +10.8% | 18,488 | $625K |
| Prospera Financial Services Inc | 0.01% | Add +1.7% | 18,434 | $623K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -52.4% | 17,782 | $603K |
| Solstein Capital, LLC | 0.31% | No change | 17,834 | $602K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -20.4% | 17,724 | $599K |
| Syon Capital LLC | 0.04% | Add +18.2% | 17,603 | $595K |
| PEAK6 LLC | 0.02% | Reduce -57.5% | 17,389 | $588K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.8% | 17,388 | $588K |
| HRT Financial LP | 0.00% | New | 17,254 | $583K |
| Versant Capital Management, Inc | 0.09% | Add +4.3% | 17,089 | $578K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -0.5% | 14,428 | $548K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -28.6% | 15,980 | $540K |
| Gallacher Capital Management LLC | 0.25% | Reduce -5.1% | 15,719 | $532K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.3% | 15,571 | $527K |
| Waverly Advisors, LLC | 0.01% | Reduce -7.7% | 15,564 | $526K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.3% | 15,429 | $522K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.3% | 15,402 | $521K |
| Ascent Group, LLC | 0.02% | Add +0.1% | 15,251 | $516K |
| Sage Rhino Capital LLC | 0.11% | Reduce -2.1% | 15,093 | $510K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 14,930 | $505K |
| Parallel Advisors, LLC | 0.01% | Reduce -18.9% | 14,634 | $495K |
| Barometer Capital Management Inc. | 0.14% | Add +7.4% | 14,489 | $490K |
| Sivia Capital Partners, LLC | 0.16% | Add +4.7% | 14,300 | $484K |
| Merit Financial Group, LLC | 0.01% | Add +92.2% | 14,225 | $481K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.7% | 14,102 | $477K |
| swisspartners Advisors Ltd | 0.45% | Reduce -78.9% | 14,000 | $473K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -5.9% | 13,774 | $466K |
| Farther Finance Advisors, LLC | 0.01% | Add +417.2% | 13,722 | $464K |
| ICONIQ Capital, LLC | 0.01% | Reduce -30.5% | 13,488 | $456K |
| Spire Wealth Management | 0.02% | Add +0.2% | 13,424 | $454K |
| FDx Advisors, Inc. | 0.14% | Reduce -1.7% | 13,157 | $445K |
| Studio Investment Management LLC | 0.09% | Reduce -1.9% | 13,141 | $444K |
| Cordatus Wealth Management LLC | 0.11% | Reduce -1.7% | 13,066 | $442K |
| IMC-Chicago, LLC | 0.01% | New | 13,036 | $441K |
| First National Bank of Hutchinson | 0.27% | Add +4.0% | 12,883 | $436K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +1.9% | 12,729 | $431K |
| Cresset Asset Management, LLC | 0.00% | Reduce -35.7% | 12,721 | $430K |
| Stonegate Investment Group, LLC | 0.01% | Add +2.5% | 12,659 | $428K |
| Quinn Opportunity Partners LLC | 0.04% | New | 12,617 | $427K |
| Dakota Wealth Management | 0.01% | Add +0.3% | 12,564 | $425K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +14.2% | 12,528 | $424K |
| Citizens Financial Group Inc. | 0.01% | Add +39.6% | 12,479 | $422K |
| Gryphon Financial Partners LLC | 0.05% | Add +24.7% | 12,424 | $420K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -26.9% | 12,390 | $419K |
| Leuthold Group, LLC | 0.05% | No change | 12,323 | $417K |
| Seed Wealth Management, Inc. | 0.31% | Reduce -6.8% | 12,245 | $414K |
| Mission Wealth Management, LP | 0.01% | Reduce -5.6% | 11,874 | $402K |
| Freedom Investment Management, Inc. | 0.03% | Add +3.3% | 11,803 | $399K |
| Quantum Portfolio Management LLC | 0.19% | Reduce -32.0% | 11,718 | $396K |
| M.E. Allison & Co., Inc. | 0.32% | No change | 11,660 | $394K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 11,493 | $386K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -12.9% | 11,344 | $384K |
| American Trust Investment Advisors, LLC | 0.19% | No change | 11,295 | $382K |
| Synovus Financial Corp. | 0.00% | Reduce -4.3% | 11,186 | $378K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +16.7% | 11,149 | $377K |
| Investors Research Corp | 0.07% | No change | 11,118 | $376K |
| Mountain Hill Investment Partners Corp. | 0.31% | No change | 11,000 | $372K |
| Stephens Inc. | 0.01% | Reduce -0.2% | 10,865 | $367K |
| D'Orazio & Associates, Inc. | 0.05% | Reduce -2.9% | 10,835 | $366K |
| Drive Wealth Management, LLC | 0.08% | Reduce -1.1% | 10,651 | $360K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -2.9% | 10,591 | $358K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +162.7% | 10,488 | $355K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.8% | 10,134 | $343K |
| Impact Capital Partners LLC | 0.11% | Add +4.1% | 9,994 | $338K |
| Optas, LLC | 0.06% | Reduce -26.9% | 9,948 | $336K |
| Venturi Wealth Management, LLC | 0.02% | Add +23.0% | 9,947 | $336K |
| Covenant Partners, LLC | 0.10% | No change | 9,908 | $335K |
| D.A. Davidson & Co. | 0.00% | Add +0.8% | 9,902 | $335K |
| Wedmont Private Capital | 0.01% | Add +1.6% | 9,240 | $331K |
| Calamos Wealth Management LLC | 0.01% | Add +0.0% | 9,696 | $328K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.6% | 9,576 | $324K |
| Keel Point, LLC | 0.02% | Add +3.8% | 9,488 | $321K |
| HB Wealth Management, LLC | 0.00% | Reduce -28.1% | 9,447 | $319K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -18.5% | 9,405 | $318K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -28.4% | 9,378 | $317K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 9,341 | $316K |
| DAVENPORT & Co LLC | 0.00% | Reduce -35.2% | 9,243 | $313K |
| Blair William & Co. | 0.00% | Reduce -4.2% | 9,047 | $306K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -44.6% | 7,546 | $298K |
| Lido Advisors, LLC | 0.00% | Reduce -2.4% | 8,823 | $298K |
| Hilltop Holdings Inc. | 0.02% | Reduce -12.8% | 8,796 | $298K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.6% | 8,794 | $297K |
| Shilanski & Associates, Inc. | 0.08% | Reduce -1.2% | 8,790 | $297K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 8,780 | $297K |
| Simmons Bank | 0.02% | Reduce -46.5% | 8,770 | $297K |
| Five Oceans Advisors | 0.13% | Reduce -5.7% | 8,767 | $297K |
| Fox Run Management, L.L.C. | 0.05% | New | 8,573 | $290K |
| Haven Private, LLC | 0.13% | New | 8,516 | $288K |
| Zhang Financial LLC | 0.01% | Reduce -4.6% | 8,515 | $288K |
| Werba Rubin Papier Wealth Management | 0.05% | Add +4.3% | 8,400 | $284K |
| Fiduciary Trust Co | 0.00% | Add +1.0% | 8,302 | $281K |
| HighPoint Advisor Group LLC | 0.01% | Add +10.0% | 8,185 | $277K |
| Evelyn Partners Investment Management Services Ltd | 0.04% | No change | 8,100 | $274K |
| Empower Advisory Group, LLC | 0.00% | Add +9.7% | 8,019 | $271K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 7,947 | $269K |
| Columbia Asset Management | 0.05% | Reduce -7.8% | 7,886 | $267K |
| Saba Capital Management, L.P. | 0.01% | New | 7,844 | $265K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -37.4% | 7,831 | $265K |
| MQS Management LLC | 0.15% | New | 7,825 | $265K |
| Park National Corp. | 0.01% | Add +7.5% | 7,789 | $263K |
| Flputnam Investment Management Co. | 0.00% | New | 7,747 | $262K |
| Kingsview Wealth Management, LLC | 0.00% | Add +3.0% | 7,643 | $258K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,638 | $258K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -38.4% | 7,679 | $257K |
| Keybank National Association | 0.00% | Add +6.7% | 7,433 | $251K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.6% | 7,424 | $251K |
| Westover Capital Advisors, LLC | 0.05% | Reduce -6.8% | 7,300 | $247K |
| Cromwell Holdings LLC | 0.15% | No change | 7,242 | $245K |
| OneAscent Financial Services LLC | 0.02% | Reduce -12.2% | 7,149 | $241K |
| Principal Securities, Inc. | 0.00% | Add +62.6% | 6,984 | $236K |
| RMR Wealth Builders | 0.02% | No change | 6,980 | $236K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -6.9% | 6,908 | $234K |
| Syverson Strege & Co | 0.06% | New | 6,891 | $233K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -5.9% | 6,851 | $232K |
| Allworth Financial LP | 0.00% | Reduce -16.1% | 6,827 | $231K |
| West Family Investments, Inc. | 0.06% | Reduce -28.6% | 6,810 | $230K |
| Traveka Wealth, LLC | 0.12% | Reduce -21.3% | 6,761 | $229K |
| Logan Capital Management Inc. | 0.01% | No change | 6,666 | $225K |
| Genus Capital Management Inc. | 0.03% | Reduce -4.5% | 6,620 | $224K |
| Avior Wealth Management, LLC | 0.01% | Add +0.2% | 6,612 | $224K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -22.2% | 6,591 | $223K |
| Cwm, LLC | 0.00% | Reduce -4.5% | 6,566 | $222K |
| Commerce Bank | 0.00% | Reduce -20.0% | 6,561 | $222K |
| SVB Wealth LLC | 0.01% | Reduce -44.7% | 6,531 | $221K |
| Fortress Financial Solutions, LLC | 0.28% | New | 6,528 | $221K |
| Cheviot Value Management, LLC | 0.03% | No change | 5,578 | $221K |
| Seven Mile Advisory | 0.13% | Reduce -14.9% | 6,514 | $220K |
| First City Capital Management, Inc. | 0.13% | Reduce -5.6% | 6,494 | $220K |
| Walleye Capital LLC | 0.00% | Reduce -95.2% | 6,471 | $219K |
| Trust Point Inc. | 0.02% | New | 6,437 | $218K |
| Granite Group Advisors, LLC | 0.13% | New | 6,437 | $218K |
| Wealthspire Advisors, LLC | 0.00% | New | 6,232 | $211K |
| Janney Capital Management LLC | 0.01% | Reduce -98.6% | 6,190 | $209K |
| Sunpointe, LLC | 0.08% | New | 6,164 | $208K |
| Savant Capital, LLC | 0.00% | New | 6,123 | $207K |
| Brown Advisory Inc. | 0.00% | New | 6,051 | $205K |
| Greykasell Wealth Strategies, Inc. | 0.10% | No change | 6,044 | $204K |
| Cozad Asset Management Inc. | 0.02% | New | 6,020 | $204K |
| Aspen Grove Capital, LLC | 0.03% | New | 6,015 | $203K |
| Integrated Investment Consultants, LLC | 0.04% | New | 5,981 | $202K |
| Brown Miller Wealth Management, LLC | 0.06% | Reduce -16.8% | 5,956 | $201K |
| Arax Advisory Partners | 0.01% | Add +10.8% | 5,370 | $182K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -6.1% | 5,342 | $181K |
| GeoWealth Management, LLC | 0.01% | Reduce -34.1% | 5,338 | $181K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.9% | 5,244 | $177K |
| IFP Advisors, Inc | 0.01% | Reduce -5.2% | 5,187 | $175K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +11.7% | 5,045 | $170K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.05% | Add +23.2% | 5,050 | $170K |
| Global Retirement Partners, LLC | 0.00% | — | 4,896 | $166K |
| Financial Perspectives, Inc | 0.05% | No change | 4,894 | $166K |
| Independence Bank of Kentucky | 0.02% | Reduce -9.8% | 4,600 | $156K |
| IPG Investment Advisors LLC | 0.03% | New | 4,512 | $153K |
| MAI Capital Management | 0.00% | Add +1222.0% | 4,376 | $148K |
| Opal Wealth Advisors, LLC | 0.03% | Add +73.1% | 3,653 | $124K |
| UMB Bank, n.a. | 0.00% | Reduce -11.5% | 3,581 | $121K |
| Allianz SE | 0.00% | Reduce -71.2% | 3,542 | $119K |
| Hilltop National Bank | 0.03% | — | 3,530 | $119K |
| Rothschild Investment LLC | 0.01% | Reduce -10.5% | 3,404 | $115K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -69.8% | 3,297 | $112K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -21.4% | 3,199 | $108K |
| Summit Securities Group LLC | 0.04% | Reduce -75.5% | 2,919 | $99K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.2% | 2,800 | $95K |
| Brooklyn Investment Group | 0.01% | Add +835.2% | 2,787 | $94K |
| Rosenberg Matthew Hamilton | 0.02% | Add +4.7% | 2,748 | $93K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -3.4% | 2,659 | $90K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.4% | 2,605 | $88K |
| Atlantic Union Bankshares Corp | 0.00% | New | 2,564 | $87K |
| Harbour Investments, Inc. | 0.00% | No change | 2,105 | $71K |
| AlphaCore Capital LLC | 0.00% | New | 2,077 | $70K |
| Activest Wealth Management | 0.02% | No change | 2,000 | $67K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,926 | $65K |
| Barclays PLC | 0.00% | Add +63.6% | 1,819 | $62K |
| Berbice Capital Management LLC | 0.04% | Add +15.4% | 1,500 | $51K |
| Park Place Capital Corp | 0.01% | Reduce -44.4% | 1,500 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -5.4% | 1,416 | $48K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -24.1% | 1,321 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -28.6% | 1,226 | $41K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 978 | $39K |
| Westside Investment Management, Inc. | 0.01% | Add +535.2% | 1,137 | $38K |
| Fifth Third Bancorp | 0.00% | Reduce -3.9% | 1,131 | $38K |
| Fairscale Capital, LLC | 0.03% | New | 969 | $36K |
| First Horizon Advisors, Inc. | 0.00% | Add +3.7% | 1,066 | $36K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,000 | $34K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $34K |
| McIlrath & Eck, LLC | 0.00% | No change | 991 | $34K |
| TD Private Client Wealth LLC | 0.00% | Reduce -48.5% | 978 | $33K |
| GAMMA Investing LLC | 0.00% | Add +1.7% | 850 | $29K |
| Maseco LLP | 0.00% | — | 836 | $28K |
| Robinswood Financial LLC | 0.01% | No change | 798 | $27K |
| Key Financial Inc | 0.01% | No change | 773 | $26K |
| Whipplewood Advisors, LLC | 0.01% | Add +894.4% | 716 | $24K |
| Addison Advisors LLC | 0.01% | Add +12.0% | 711 | $24K |
| Smithfield Trust Co | 0.00% | New | 675 | $24K |
| NewSquare Capital LLC | 0.00% | Add +73.3% | 681 | $23K |
| Clean Yield Group | 0.01% | No change | 591 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Add +37.7% | 559 | $19K |
| Zions Bancorporation, National Association | 0.00% | No change | 550 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 538 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $17K |
| NFSG Corp | 0.00% | No change | 500 | $17K |
| CoreCap Advisors, LLC | 0.00% | Add +118.9% | 497 | $17K |
| Private Trust Co. NA | 0.00% | Reduce -28.1% | 487 | $16K |
| Redmont Wealth Advisors LLC | 0.02% | New | 475 | $16K |
| GW&K Investment Management, LLC | 0.00% | No change | 464 | $16K |
| Lavaca Capital LLC | 0.01% | No change | 460 | $16K |
| WealthCollab, LLC | 0.01% | Add +47.1% | 453 | $15K |
| Union Savings Bank | 0.01% | No change | 410 | $15K |
| Main Street Group, LTD | 0.01% | No change | 442 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +20.4% | 437 | $15K |
| Montag A & Associates Inc. | 0.00% | Add +11.5% | 408 | $14K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 400 | $14K |
| Huntington National Bank | 0.00% | Reduce -56.9% | 397 | $13K |
| Grove Bank & Trust | 0.00% | Reduce -57.3% | 395 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -28.5% | 353 | $13K |
| Larson Financial Group LLC | 0.00% | Add +98.9% | 376 | $13K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -41.0% | 365 | $12K |
| Hanson & Doremus Investment Management | 0.00% | No change | 339 | $11K |
| Sterling Capital Management LLC | 0.00% | No change | 315 | $11K |
| Transce3nd, LLC | 0.00% | No change | 305 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -51.1% | 287 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 274 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 270 | $9K |
| Penserra Capital Management LLC | 0.00% | No change | 270 | $9K |
| Arlington Trust Co LLC | 0.00% | Add +11.1% | 261 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 255 | $9K |
| Winch Advisory Services, LLC | 0.00% | Add +2.6% | 233 | $8K |
| Highline Wealth Partners LLC | 0.00% | Add +12.5% | 225 | $8K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $8K |
| FWL Investment Management, LLC | 0.00% | No change | 219 | $7K |
| Roxbury Financial LLC | 0.01% | Reduce -2.4% | 205 | $7K |
| Traub Capital Management LLC | 0.01% | — | 200 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 200 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 187 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 183 | $6K |
| AdvisorNet Financial, Inc | 0.00% | Add +285.1% | 181 | $6K |
| Binnacle Investments Inc | 0.00% | Add +31.4% | 180 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -7.7% | 180 | $6K |
| Federated Hermes, Inc. | 0.00% | No change | 180 | $6K |
| Baillie Gifford & Co. | 0.00% | New | 172 | $6K |
| Copeland Capital Management, LLC | 0.00% | No change | 171 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 180 | $6K |
| SouthState Bank Corp | 0.00% | Add +5.3% | 158 | $5K |
| Sierra Ocean, LLC | 0.00% | Reduce -28.8% | 156 | $5K |
| Whittier Trust Co. | 0.00% | No change | 152 | $5K |
| First Pacific Financial | 0.00% | No change | 142 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $5K |
| ORG Partners LLC | 0.00% | Add +125.0% | 135 | $5K |
| Harbor Asset Planning, Inc. | 0.00% | — | 133 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 128 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +110.3% | 122 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 120 | $4K |
| Beacon Capital Management, LLC | 0.00% | Add +2.7% | 114 | $4K |
| LRI Investments, LLC | 0.00% | New | 110 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 120 | $4K |
| Stephens Consulting, LLC | 0.00% | New | 103 | $3K |
| 2UniFi Bank | 0.00% | No change | 100 | $3K |
| SWAN Capital LLC | 0.00% | New | 96 | $3K |
| Motco | 0.00% | New | 73 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +295.0% | 79 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | New | 69 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 69 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 65 | $2K |
| Avion Wealth | 0.00% | No change | 65 | $2K |
| CX Institutional | 0.00% | No change | 50 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 55 | $2K |
| Salomon & Ludwin, LLC | 0.00% | New | 42 | $1K |
| Valley Wealth Managers, Inc. | 0.00% | New | 40 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 38 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 36 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 35 | $1K |
| Horizon Investments, LLC | 0.00% | New | 30 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 32 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 34 | $1K |
| Abound Wealth Management | 0.00% | No change | 28 | $947 |
| Kilter Group LLC | 0.00% | New | 23 | $778 |
| High Note Wealth, LLC | 0.00% | No change | 13 | $440 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 9 | $305 |
| Truvestments Capital LLC | 0.00% | Reduce -98.7% | 6 | $203 |
| Tortoise Investment Management, LLC | 0.00% | No change | 3 | $101 |
| Forsta Ap-Fonden | 0.00% | Add +14.7% | 529,606 | $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.