UBS Group AG-RegUBS
13F holders, Q3 2025 (September 30)620holders +23
84new positions
57sold out
10famous investors
$40.91avg. 13F price*
At the end of Q3 2025, 620 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 23 from Q2 2025. 84 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($5.6B), UBS Group AG ($5.4B) and Massachusetts Financial Services Co. ($3.2B). 10 famous investors held it, including Andreas Halvorsen (1.4% of Viking Global Investors's portfolio), Ken Fisher (0.9% of Fisher Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $448.0M |
| Exits | 57 | $241.3M |
All 13F filers, Q2 2025 → Q3 2025: 153,971,270 shares bought and 121,006,331 shares sold, net +32,964,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 620 holders
| Vanguard Group Inc. | 0.08% | Add +1.5% | 137,347,438 | $5.6B |
| UBS Group AG | 1.06% | Add +14.3% | 132,478,549 | $5.4B |
| Massachusetts Financial Services Co. | 0.98% | Add +21.0% | 77,353,590 | $3.2B |
| Wellington Management Group LLP | 0.46% | Add +254.9% | 63,671,310 | $2.6B |
| Fisher Asset Management | 0.91% | Add +4.7% | 61,168,437 | $2.5B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.96% | Reduce -11.4% | 52,794,518 | $2.2B |
| FMR LLC | 0.10% | Reduce -0.3% | 48,458,708 | $2.0B |
| Cevian Capital II GP LTD | 57.90% | No change | 48,117,675 | $2.0B |
| Dodge & Cox | 0.95% | Reduce -6.6% | 42,641,442 | $1.8B |
| Capital World Investors | 0.21% | Add +1.1% | 37,343,504 | $1.5B |
| Pictet Asset Management Holding SA | 1.39% | Reduce -1.2% | 35,302,882 | $1.4B |
| JPMorgan Chase & Co. | 0.09% | Add +10.2% | 34,776,844 | $1.4B |
| Deutsche Bank AG | 0.34% | Add +8.3% | 24,860,799 | $1.0B |
| Pzena Investment Management LLC | 3.13% | Reduce -3.7% | 29,746,473 | $967.1M |
| Legal & General Group Plc | 0.21% | Reduce -5.6% | 23,403,367 | $956.3M |
| Goldman Sachs Group Inc. | 0.12% | Add +13.3% | 20,907,270 | $857.2M |
| Amundi | 0.26% | Reduce -1.7% | 19,997,948 | $820.7M |
| Arrowstreet Capital, Limited Partnership | 0.50% | Add +3.7% | 19,434,955 | $794.5M |
| Bank of America Corp. | 0.05% | Add +102.0% | 17,026,177 | $698.1M |
| Acadian Asset Management LLC | 1.10% | Add +13752.3% | 15,367,879 | $627.9M |
| Vontobel Holding Ltd. | 1.77% | Add +0.1% | 13,835,545 | $565.0M |
| Viking Global Investors | 1.39% | Add +407.5% | 13,096,560 | $534.9M |
| Nuveen, LLC | 0.12% | Reduce -6.2% | 10,695,670 | $437.3M |
| AXA Investment Managers S.A. | 1.13% | — | 4,222,171 | $416.7M |
| Bank of Montreal | 0.16% | Add +248.7% | 9,325,276 | $380.8M |
| Ninety One UK Ltd | 0.77% | New | 8,689,535 | $355.1M |
| Citigroup Inc. | 0.24% | Add +42.5% | 8,618,813 | $352.2M |
| Russell Investments Group, Ltd. | 0.39% | Add +6.9% | 8,282,908 | $338.5M |
| Caisse Des Depots Et Consignations | 13.73% | No change | 7,922,061 | $323.2M |
| Bank of New York Mellon Corp | 0.06% | Reduce -5.8% | 7,771,740 | $317.5M |
| Morgan Stanley | 0.02% | Add +0.1% | 7,713,775 | $316.3M |
| Banque Cantonale Vaudoise | 10.36% | Add +0.9% | 6,760,992 | $276.2M |
| Royal Bank of Canada | 0.05% | Reduce -11.3% | 6,701,770 | $274.8M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -10.6% | 5,726,162 | $233.8M |
| WCM Investment Management, LLC | 0.45% | Reduce -0.1% | 5,217,681 | $215.6M |
| Compagnie Lombard Odier SCmA | 2.36% | Reduce -2.9% | 5,223,667 | $213.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.19% | Reduce -27.1% | 5,102,940 | $208.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.52% | Reduce -16.8% | 4,527,451 | $185.5M |
| Northern Trust Corp. | 0.02% | Add +3.4% | 4,449,460 | $182.4M |
| Allianz Asset Management GmbH | 0.22% | Add +6.4% | 4,439,632 | $181.4M |
| DekaBank Deutsche Girozentrale | 0.30% | No change | 4,269,505 | $176.2M |
| BlackRock, Inc. | 0.00% | Add +5.4% | 4,202,101 | $172.3M |
| M&G PLC | 0.95% | Reduce -6.8% | 4,111,495 | $170.4M |
| Natixis Advisors, LLC | 0.22% | Add +21.6% | 3,662,233 | $150.2M |
| Royal London Asset Management Ltd. | 0.32% | Reduce -18.4% | 3,585,113 | $147.0M |
| Aviva PLC | 0.25% | Reduce -9.1% | 3,428,251 | $139.9M |
| LGT Group Foundation | 1.51% | Add +10.3% | 3,244,463 | $131.4M |
| CANADA LIFE ASSURANCE Co | 0.17% | Add +2.5% | 2,978,387 | $121.4M |
| Qube Research & Technologies Ltd | 0.16% | Add +73.8% | 2,818,856 | $115.1M |
| Public Sector Pension Investment Board | 0.41% | Add +3.7% | 2,742,259 | $112.0M |
| Public Employees Retirement System of Ohio | 0.32% | Add +7.9% | 2,474,228 | $101.2M |
| Border to Coast Pensions Partnership Ltd | 1.64% | No change | 2,307,000 | $94.3M |
| Liontrust Investment Partners LLP | 1.35% | Add +6.1% | 2,259,318 | $92.3M |
| Captrust Financial Advisors | 0.18% | Reduce -0.3% | 2,130,180 | $87.3M |
| FIL Ltd | 0.07% | Reduce -62.7% | 2,129,404 | $87.0M |
| Janus Henderson Group PLC | 0.04% | Reduce -2.9% | 1,942,252 | $79.4M |
| State of Tennessee, Department of Treasury | 0.26% | Add +1.3% | 1,931,380 | $78.9M |
| Generali Asset Management SPA SGR | 1.62% | Add +19.4% | 2,337,752 | $76.0M |
| Invesco Ltd. | 0.01% | Add +8.9% | 1,780,106 | $73.0M |
| ABN AMRO Bank N.V. | 0.71% | Add +12.4% | 1,766,328 | $71.8M |
| Franklin Resources Inc. | 0.02% | Add +171.0% | 1,727,240 | $71.0M |
| HSBC Holdings PLC | 0.04% | Add +0.8% | 1,734,273 | $70.8M |
| Korea Investment CORP | 0.15% | Reduce -4.2% | 1,728,618 | $70.6M |
| J. Safra Sarasin Holding AG | 1.13% | Reduce -2.9% | 1,714,534 | $70.1M |
| ARGA Investment Management, LP | 1.83% | Reduce -76.9% | 1,686,108 | $68.9M |
| Credit Agricole S A | 0.22% | — | 1,651,615 | $67.7M |
| Moore Capital Management, LP | 1.37% | Reduce -33.0% | 1,653,290 | $67.5M |
| Renaissance Technologies | 0.09% | Reduce -35.3% | 1,603,191 | $65.7M |
| American Century Companies Inc. | 0.03% | Add +27.0% | 1,585,805 | $65.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.2% | 1,576,783 | $64.6M |
| Patient Capital Management, LLC | 2.46% | Reduce -22.5% | 1,500,849 | $61.5M |
| Platinum Investment Management Ltd. | 3.81% | Reduce -48.1% | 1,442,578 | $59.0M |
| Brandes Investment Partners, LP | 0.47% | Reduce -18.8% | 1,425,439 | $58.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -0.2% | 1,418,692 | $57.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.28% | Add +3.5% | 1,336,145 | $54.6M |
| Banque Pictet & Cie SA | 0.53% | Add +26.1% | 1,302,988 | $53.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -62.2% | 1,234,325 | $50.7M |
| TD Asset Management Inc | 0.04% | Add +3.2% | 1,150,323 | $47.0M |
| Two Sigma Advisers, LP | 0.09% | Add +286.0% | 1,113,955 | $45.7M |
| ANTIPODES PARTNERS Ltd | 1.00% | Reduce -55.2% | 1,089,854 | $44.5M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -0.1% | 1,061,215 | $43.4M |
| Crocodile Capital Partners GmbH | 33.72% | Add +1.5% | 1,010,000 | $41.4M |
| Worldquant Millennium Advisors LLC | 0.16% | Add +0.4% | 881,630 | $36.0M |
| GAM Holding AG | 2.20% | Add +1.6% | 872,819 | $35.7M |
| ASR Vermogensbeheer N.V. | 0.42% | Add +5.7% | 839,193 | $34.3M |
| D. E. Shaw & Co. | 0.03% | Add +105.5% | 818,817 | $33.6M |
| Mackenzie Financial Corp. | 0.04% | Add +2.8% | 789,683 | $32.2M |
| Exane Asset Management | 10.16% | Reduce -24.1% | 789,001 | $30.1M |
| Fullerton Fund Management Co Ltd. | 1.15% | Reduce -2.4% | 727,292 | $29.7M |
| Levin Capital Strategies, L.P. | 2.63% | Reduce -3.0% | 698,736 | $28.6M |
| Alliancebernstein L.P. | 0.01% | Add +27.1% | 687,911 | $28.2M |
| Haven Global Partners, LLC | 19.88% | Add +0.5% | 679,072 | $27.7M |
| Channing Global Advisors, LLC | 19.05% | Reduce -9.2% | 673,409 | $27.5M |
| Wells Fargo & Company | 0.01% | Reduce -20.1% | 657,432 | $27.0M |
| Zurich Insurance Group Ltd | 0.19% | Add +16.2% | 655,660 | $26.7M |
| SIH Partners, LLLP | 2.32% | Add +85.5% | 645,813 | $26.5M |
| Great Lakes Advisors, LLC | 0.21% | Reduce -0.0% | 627,555 | $25.7M |
| Systrade AG | 18.84% | No change | 625,000 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +14.5% | 596,798 | $24.5M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 548,881 | $22.5M |
| USS Investment Management Ltd | 0.10% | No change | 516,436 | $21.1M |
| Edmond DE Rothschild Holding S.A. | 0.32% | Reduce -24.4% | 509,746 | $20.8M |
| Baker Avenue Asset Management, LP | 0.49% | Reduce -2.2% | 498,686 | $20.4M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +7.1% | 456,553 | $18.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +30.0% | 430,808 | $17.7M |
| Quantinno Capital Management LP | 0.04% | Add +29.7% | 389,099 | $16.0M |
| Voya Investment Management LLC | 0.02% | Reduce -24.0% | 386,143 | $15.8M |
| Pictet North America Advisors SA | 1.46% | No change | 382,355 | $15.6M |
| Gardner Lewis Asset Management L P | 3.95% | Reduce -0.3% | 367,625 | $15.1M |
| Cibc World Market Inc. | 0.03% | Add +5.0% | 367,982 | $15.0M |
| Henry James International Management Inc. | 4.59% | Reduce -1.9% | 365,710 | $15.0M |
| Baader Bank Aktiengesellschaft | 1.22% | No change | 360,840 | $14.7M |
| RBF Capital, LLC | 0.66% | No change | 348,859 | $14.3M |
| Optiver Holding B.V. | 0.23% | New | 342,362 | $14.0M |
| Maryland State Retirement & Pension System | 0.29% | Add +10.3% | 333,884 | $13.6M |
| Prudential PLC | 0.10% | Reduce -8.1% | 331,564 | $13.5M |
| Contravisory Investment Management, Inc. | 2.58% | Reduce -6.1% | 324,359 | $13.3M |
| Creative Planning | 0.01% | Add +24.8% | 323,367 | $13.3M |
| Fiera Capital Corp | 0.04% | Add +24.7% | 315,288 | $12.9M |
| PDT Partners, LLC | 0.79% | Reduce -0.0% | 305,288 | $12.5M |
| MetLife Investment Management, LLC | 0.06% | Reduce -7.0% | 298,912 | $12.3M |
| Crossmark Global Holdings, Inc. | 0.17% | Reduce -0.5% | 277,075 | $11.4M |
| LGT Fund Management Co Ltd. | 0.91% | Add +14.4% | 279,100 | $11.3M |
| Lazard Asset Management LLC | 0.01% | New | 265,805 | $10.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.6% | 257,886 | $10.6M |
| Jane Street Group, LLC | 0.01% | Reduce -87.9% | 254,053 | $10.4M |
| LPL Financial LLC | 0.00% | Add +17.7% | 253,240 | $10.4M |
| Assenagon Asset Management S.A. | 0.01% | Add +14.2% | 248,546 | $10.2M |
| Value Partners Investments Inc. | 0.80% | Reduce -7.6% | 240,090 | $9.8M |
| Promethos Capital, LLC | 2.64% | Add +22.1% | 262,652 | $9.8M |
| Millennium Management | 0.01% | Reduce -66.5% | 236,319 | $9.7M |
| Point72 Asset Management | 0.02% | Reduce -57.0% | 233,529 | $9.6M |
| Mariner, LLC | 0.01% | Add +14.9% | 207,949 | $8.5M |
| AQR Capital Management | 0.01% | Add +49.5% | 207,876 | $8.5M |
| Pathstone Holdings, LLC | 0.03% | Add +7.6% | 205,340 | $8.4M |
| Black Diamond Capital Management I, LLLP | 5.45% | — | 200,000 | $8.2M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +7.6% | 194,897 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +392.9% | 191,620 | $7.9M |
| Neuberger Berman Group LLC | 0.01% | Add +5.1% | 191,219 | $7.8M |
| Tudor Investment Corporation | 0.05% | Add +324.5% | 188,340 | $7.7M |
| Intech Investment Management LLC | 0.07% | New | 183,082 | $7.5M |
| Ingalls & Snyder LLC | 0.23% | Add +13.3% | 170,069 | $7.0M |
| Alberta Investment Management Corp | 0.06% | Reduce -36.5% | 169,993 | $6.9M |
| First Trust Advisors LP | 0.01% | Reduce -17.0% | 165,551 | $6.8M |
| Cerity Partners LLC | 0.01% | Reduce -1.6% | 164,638 | $6.8M |
| RPg Family Wealth Advisory, LLC | 1.39% | Reduce -0.3% | 154,919 | $6.4M |
| Permanens Capital L.P. | 0.93% | Add +0.2% | 151,917 | $6.2M |
| QRG Capital Management, Inc. | 0.07% | Reduce -20.8% | 148,941 | $6.1M |
| Lighthouse Investment Partners, LLC | 0.22% | New | 146,341 | $6.0M |
| Ritholtz Wealth Management | 0.12% | Add +0.6% | 145,117 | $5.9M |
| Triasima Portfolio Management inc. | 0.90% | New | 144,965 | $5.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -31.3% | 140,094 | $5.7M |
| M&T Bank Corp | 0.02% | Reduce -53.9% | 137,409 | $5.6M |
| Clearbridge Investments, LLC | 0.00% | Add +1.4% | 136,918 | $5.6M |
| Helios Capital Management Pte. Ltd. | 3.77% | No change | 136,000 | $5.6M |
| DJE Kapital AG | 0.13% | No change | 162,371 | $5.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.22% | Add +0.6% | 130,216 | $5.3M |
| Sei Investments Co. | 0.01% | Reduce -11.8% | 128,677 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.1% | 127,798 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +6.8% | 125,363 | $5.1M |
| Inspire Trust Co, N.A. | 0.93% | Reduce -7.4% | 125,000 | $5.1M |
| Corient Private Wealth LP | 0.01% | Add +30.4% | 124,811 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +87.6% | 123,152 | $5.0M |
| Perbak Capital Partners LLP | 0.88% | New | 122,966 | $5.0M |
| Point72 (DIFC) Ltd | 0.35% | New | 121,900 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 121,385 | $5.0M |
| Plato Investment Management Ltd | 0.33% | Add +43.2% | 120,920 | $4.9M |
| Timber Creek Capital Management LLC | 1.15% | Reduce -0.5% | 116,466 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.9% | 116,217 | $4.8M |
| Groupama Asset Managment | 0.07% | Reduce -1.0% | 144,379 | $4.7M |
| Simplex Trading, LLC | 0.10% | Add +209.3% | 109,948 | $4.5M |
| Group One Trading LLC | 0.13% | Add +10.2% | 109,542 | $4.5M |
| Metis Global Partners, LLC | 0.11% | Add +3.1% | 109,565 | $4.5M |
| Quadrant Capital Group LLC | 0.14% | Add +0.6% | 107,440 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +7.5% | 105,266 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +9.4% | 104,819 | $4.3M |
| Mirabella Financial Services LLP | 0.38% | Reduce -4.3% | 104,728 | $4.3M |
| US Bancorp \de | 0.01% | Add +6.7% | 102,902 | $4.2M |
| Elevation Point Wealth Partners, LLC | 0.28% | Add +169.2% | 99,503 | $4.1M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 99,503 | $4.1M |
| Mitchell Capital Management Co. | 0.69% | Add +1.4% | 97,877 | $4.0M |
| Citadel Advisors | 0.00% | Add +372.4% | 94,172 | $3.9M |
| Highland Capital Management, LLC | 0.19% | Add +8.2% | 93,866 | $3.8M |
| Point72 Hong Kong Ltd | 0.18% | New | 93,505 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.4% | 88,102 | $3.6M |
| Independent Advisor Alliance | 0.09% | Add +0.6% | 87,277 | $3.6M |
| Bank Pictet & Cie (Europe) AG | 0.07% | Add +144.8% | 86,115 | $3.5M |
| Cloverfields Capital Group, LP | 1.09% | Reduce -3.3% | 85,328 | $3.5M |
| Vident Advisory, LLC | 0.03% | Reduce -31.8% | 83,077 | $3.4M |
| Campbell & CO Investment Adviser LLC | 0.25% | Reduce -31.9% | 81,636 | $3.3M |
| Signaturefd, LLC | 0.05% | Add +7.3% | 78,314 | $3.2M |
| Factory Mutual Insurance Co. | 0.03% | New | 77,256 | $3.2M |
| Governors Lane LP | 0.43% | Reduce -91.4% | 75,861 | $3.1M |
| Equitable Trust Co. | 0.14% | Reduce -1.5% | 74,168 | $3.0M |
| Glenmede Investment Management, LP | 0.01% | Add +17.8% | 73,582 | $3.0M |
| Altman Advisors, Inc. | 1.13% | Reduce -0.1% | 71,772 | $2.9M |
| TrueMark Investments, LLC | 0.51% | Reduce -6.0% | 71,133 | $2.9M |
| Alaethes Wealth, LLC | 0.81% | Reduce -6.8% | 70,057 | $2.9M |
| Mediolanum International Funds Ltd | 0.03% | Add +1.1% | 70,206 | $2.9M |
| Ossiam | 0.04% | Reduce -17.5% | 69,905 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +9.0% | 69,344 | $2.8M |
| Permanent Capital Management, LP | 0.53% | — | 69,327 | $2.8M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -8.6% | 68,764 | $2.8M |
| Vise Technologies, Inc. | 0.10% | Add +19.7% | 68,377 | $2.8M |
| Choreo, LLC | 0.04% | Add +5.8% | 68,133 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 65,583 | $2.7M |
| Susquehanna Advisors Group, Inc. | 0.10% | New | 65,200 | $2.7M |
| Trivant Custom Portfolio Group, LLC | 1.36% | Reduce -0.1% | 64,469 | $2.6M |
| Oddo BHF Asset Management Sas | 0.10% | Reduce -36.5% | 81,084 | $2.6M |
| Wealth Alliance Advisory Group, LLC | 0.46% | Reduce -1.1% | 62,675 | $2.6M |
| Bessemer Group Inc. | 0.00% | Reduce -10.2% | 60,838 | $2.5M |
| Advisors Capital Management, LLC | 0.03% | Add +15.3% | 60,692 | $2.5M |
| Orca Wealth Management, LLC | 1.86% | Reduce -1.9% | 59,978 | $2.5M |
| BTC Capital Management, Inc. | 0.17% | Add +30.6% | 59,356 | $2.4M |
| Occudo Quantitative Strategies LP | 0.30% | New | 59,318 | $2.4M |
| Legacy Wealth Asset Management, LLC | 0.58% | Reduce -30.5% | 57,966 | $2.4M |
| Groupe la Francaise | 0.03% | Reduce -51.4% | 58,108 | $2.3M |
| Cigna Investments Inc. | 0.33% | Reduce -4.2% | 57,269 | $2.3M |
| Forum Financial Management, LP | 0.03% | Add +0.1% | 56,404 | $2.3M |
| Transatlantique Private Wealth LLC | 0.75% | Add +4.0% | 56,008 | $2.3M |
| Cim, LLC | 0.30% | New | 55,456 | $2.3M |
| Marex Group Ltd | 0.03% | New | 54,183 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.8% | 53,882 | $2.2M |
| Mitchell & Pahl Private Wealth, LLC | 0.92% | Reduce -1.9% | 53,659 | $2.2M |
| Credit Industriel Et Commercial | 0.50% | Reduce -63.4% | 53,878 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +9.8% | 53,437 | $2.2M |
| Stamos Capital Partners, L.P. | 0.41% | Reduce -25.5% | 52,518 | $2.2M |
| XTX Topco Ltd | 0.11% | New | 52,351 | $2.1M |
| Callan Family Office, LLC | 0.07% | Reduce -10.8% | 50,849 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +92.7% | 50,616 | $2.1M |
| Gator Capital Management, LLC | 0.52% | Add +4.7% | 49,850 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 49,569 | $2.0M |
| Greenleaf Trust | 0.02% | Add +0.5% | 48,901 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +6.8% | 48,052 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -20.8% | 45,665 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +30.8% | 44,952 | $1.8M |
| Baker Ellis Asset Management LLC | 0.22% | Add +6.7% | 42,750 | $1.8M |
| Capital International Sarl | 0.03% | Reduce -28.6% | 42,498 | $1.7M |
| Centiva Capital, LP | 0.16% | Reduce -27.9% | 41,989 | $1.7M |
| Rhumbline Advisers | 0.00% | Reduce -5.8% | 41,871 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 41,626 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -80.0% | 40,556 | $1.7M |
| Ballentine Partners, LLC | 0.02% | Add +6.9% | 39,973 | $1.6M |
| Evergreen Capital Management LLC | 0.04% | Add +39.1% | 39,805 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Add +19.8% | 39,770 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +13.9% | 39,356 | $1.6M |
| Legacy Capital Group California, Inc. | 0.41% | Add +1.4% | 39,232 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +2.1% | 38,963 | $1.6M |
| Compound Planning, Inc. | 0.05% | Add +33.1% | 38,679 | $1.6M |
| Qtron Investments LLC | 0.19% | Reduce -28.9% | 38,264 | $1.6M |
| Pitcairn Co. | 0.12% | Reduce -14.7% | 37,806 | $1.6M |
| Ethic Inc. | 0.03% | Add +33.9% | 37,278 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.3% | 37,234 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +5.0% | 35,865 | $1.5M |
| Kathmere Capital Management, LLC | 0.10% | Add +6.2% | 34,999 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.3% | 34,858 | $1.4M |
| Gabelli Funds LLC | 0.01% | Reduce -1.4% | 34,500 | $1.4M |
| National Bank of Canada | 0.00% | Reduce -53.2% | 33,191 | $1.4M |
| Henshaw Capital LLC | 0.05% | New | 33,267 | $1.4M |
| NatWest Group plc | 0.34% | Reduce -64.2% | 33,219 | $1.4M |
| Beverly Hills Private Wealth, LLC | 0.24% | Reduce -14.1% | 32,792 | $1.3M |
| SOL Capital Management CO | 0.12% | No change | 32,580 | $1.3M |
| 1832 Asset Management L.P. | 0.00% | New | 32,400 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -10.0% | 32,289 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.6% | 31,782 | $1.3M |
| Future Fund LLC | 0.45% | Add +25.0% | 30,970 | $1.3M |
| Gradient Investments LLC | 0.02% | Add +60.9% | 30,940 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.4% | 30,789 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -53.3% | 30,438 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.8% | 30,482 | $1.2M |
| Credit Capital Investments LLC | 1.37% | No change | 30,000 | $1.2M |
| Cullinan Associates Inc. | 0.08% | No change | 29,000 | $1.2M |
| Banco Santander, S.A. | 0.01% | Reduce -52.7% | 28,904 | $1.2M |
| Evelyn Partners Investment Management LLP | 0.03% | No change | 28,866 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.3% | 28,500 | $1.2M |
| &partners | 0.01% | Reduce -19.5% | 27,633 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Add +4.3% | 27,292 | $1.1M |
| Graham Capital Management, L.P. | 0.06% | Reduce -47.8% | 26,903 | $1.1M |
| Centennial Bank | 0.43% | Reduce -11.1% | 26,932 | $1.1M |
| Caprock Group, LLC | 0.03% | — | 26,971 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | No change | 26,555 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | No change | 25,692 | $1.1M |
| Northside Capital Management, LLC | 0.10% | Reduce -40.0% | 25,655 | $1.1M |
| Connable Office Inc. | 0.10% | No change | 25,409 | $1.0M |
| Checchi Capital Advisers, LLC | 0.07% | Add +1.2% | 24,868 | $1.0M |
| Greenwich Wealth Management LLC | 0.05% | No change | 24,847 | $1.0M |
| Net Worth Advisory Group | 0.29% | Reduce -4.8% | 24,726 | $1.0M |
| Bleakley Financial Group, LLC | 0.02% | Add +31.3% | 24,299 | $996K |
| Focus Partners Wealth | 0.00% | Add +0.4% | 23,859 | $978K |
| Blue Trust, Inc. | 0.01% | Add +6.5% | 23,783 | $975K |
| CHICAGO TRUST Co NA | 0.13% | Add +11.9% | 23,221 | $952K |
| Syon Capital LLC | 0.05% | Add +31.2% | 23,097 | $947K |
| Main Street Financial Solutions, LLC | 0.06% | No change | 23,045 | $945K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.7% | 22,829 | $936K |
| Barometer Capital Management Inc. | 0.21% | Add +57.3% | 22,789 | $934K |
| Liberty One Investment Management, LLC | 0.05% | Add +10.5% | 22,631 | $928K |
| Solstein Capital, LLC | 0.42% | Add +27.0% | 22,647 | $926K |
| Private Advisor Group, LLC | 0.00% | Add +6.5% | 21,493 | $881K |
| Lingohr Asset Management GmbH | 1.54% | Add +8.2% | 21,509 | $880K |
| Massachusetts Wealth Management | 0.43% | No change | 21,080 | $864K |
| AlphaCore Capital LLC | 0.03% | Add +913.5% | 21,050 | $863K |
| United Capital Financial Advisors, LLC | 0.01% | Add +6.0% | 20,027 | $821K |
| Corient IA LP | 0.61% | No change | 20,000 | $820K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +5.2% | 19,645 | $805K |
| SkyView Investment Advisors, LLC | 0.10% | Add +0.7% | 19,617 | $804K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Add +73.1% | 19,639 | $802K |
| Personal Cfo Solutions, LLC | 0.14% | Add +0.8% | 19,353 | $793K |
| PDS Planning, Inc | 0.05% | Add +3.5% | 19,305 | $792K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.6% | 19,473 | $787K |
| Citizens Financial Group Inc. | 0.01% | Add +51.0% | 18,846 | $773K |
| New Vernon Capital Holdings II LLC | 0.35% | New | 18,627 | $764K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.4% | 18,362 | $753K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.1% | 17,575 | $721K |
| Gallacher Capital Management LLC | 0.28% | Add +9.9% | 17,276 | $708K |
| Gryphon Financial Partners LLC | 0.08% | Add +34.1% | 16,655 | $683K |
| Versant Capital Management, Inc | 0.09% | Reduce -3.1% | 16,559 | $679K |
| Harbour Capital Advisors, LLC | 0.14% | New | 16,205 | $663K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.2% | 16,016 | $657K |
| Farther Finance Advisors, LLC | 0.01% | Add +16.5% | 15,992 | $656K |
| Valeo Financial Advisors, LLC | 0.01% | Add +11.5% | 15,725 | $645K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 15,711 | $644K |
| Waverly Advisors, LLC | 0.01% | Add +0.7% | 15,677 | $643K |
| Clearstead Advisors, LLC | 0.01% | No change | 15,571 | $638K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -12.2% | 15,570 | $638K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 15,429 | $633K |
| Root Financial Partners, LLC | 0.04% | New | 15,384 | $631K |
| Ascent Group, LLC | 0.02% | Add +0.3% | 15,300 | $627K |
| Sage Rhino Capital LLC | 0.12% | Add +0.1% | 15,115 | $620K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -24.5% | 14,947 | $613K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 14,930 | $612K |
| Parallel Advisors, LLC | 0.01% | Add +1.9% | 14,905 | $611K |
| Clarius Group, LLC | 0.04% | Reduce -33.0% | 14,896 | $611K |
| First National Bank of Hutchinson | 0.32% | Add +14.9% | 14,802 | $607K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -44.6% | 14,724 | $604K |
| Stonegate Investment Group, LLC | 0.01% | Add +14.7% | 14,518 | $595K |
| Sivia Capital Partners, LLC | 0.17% | Add +0.6% | 14,379 | $590K |
| Merit Financial Group, LLC | 0.01% | Add +0.8% | 14,345 | $588K |
| swisspartners Advisors Ltd | 0.47% | No change | 14,000 | $573K |
| Macquarie Group Ltd. | 0.00% | Reduce -96.2% | 14,000 | $573K |
| Verition Fund Management LLC | 0.00% | Reduce -36.2% | 13,910 | $570K |
| Sax Wealth Advisors, LLC | 0.03% | Add +0.2% | 13,804 | $566K |
| Lanark Financial, Inc. | 0.04% | Reduce -26.3% | 13,629 | $559K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +5.5% | 13,431 | $551K |
| Cordatus Wealth Management LLC | 0.13% | Add +0.6% | 13,138 | $539K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -31.1% | 12,941 | $531K |
| Cresset Asset Management, LLC | 0.00% | Add +1.1% | 12,855 | $527K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -4.2% | 13,820 | $526K |
| HB Wealth Management, LLC | 0.00% | Add +34.6% | 12,720 | $522K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +59.9% | 12,707 | $521K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +2.5% | 12,705 | $521K |
| Quinn Opportunity Partners LLC | 0.04% | No change | 12,617 | $517K |
| Ninety One SA (Pty) Ltd | 0.02% | New | 12,516 | $511K |
| Studio Investment Management LLC | 0.10% | Reduce -5.8% | 12,375 | $507K |
| Spire Wealth Management | 0.02% | Reduce -8.1% | 12,339 | $506K |
| Leuthold Group, LLC | 0.06% | No change | 12,323 | $505K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Reduce -1.6% | 12,321 | $505K |
| CIBC Private Wealth Group LLC | 0.00% | Add +365.8% | 12,133 | $497K |
| Walleye Capital LLC | 0.00% | Add +85.8% | 12,023 | $493K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +7.5% | 11,984 | $491K |
| Seed Wealth Management, Inc. | 0.34% | Reduce -2.5% | 11,945 | $490K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.2% | 11,854 | $486K |
| Quantum Portfolio Management LLC | 0.14% | No change | 11,718 | $480K |
| FDx Advisors, Inc. | 0.14% | Reduce -6.5% | 12,301 | $472K |
| Aprio Wealth Management, LLC | 0.05% | Add +21.4% | 11,381 | $467K |
| American Trust Investment Advisors, LLC | 0.24% | No change | 11,295 | $463K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.2% | 11,164 | $458K |
| Savant Capital, LLC | 0.00% | Add +82.2% | 11,157 | $457K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +18.5% | 11,146 | $457K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.2% | 11,136 | $457K |
| Knights of Columbus Asset Advisors LLC | 0.03% | Add +19.0% | 11,116 | $456K |
| Brucke Financial, Inc. | 0.27% | Reduce -37.0% | 11,877 | $456K |
| Drive Wealth Management, LLC | 0.10% | Add +4.2% | 11,100 | $455K |
| Calamos Wealth Management LLC | 0.02% | Add +14.0% | 11,053 | $453K |
| Mountain Hill Investment Partners Corp. | 0.40% | No change | 11,000 | $451K |
| Venturi Wealth Management, LLC | 0.02% | Add +10.4% | 10,984 | $450K |
| Stephens Inc. | 0.01% | No change | 10,865 | $445K |
| DAVENPORT & Co LLC | 0.00% | Add +17.5% | 10,863 | $445K |
| D'Orazio & Associates, Inc. | 0.06% | Reduce -0.5% | 10,784 | $442K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 10,736 | $440K |
| Synovus Financial Corp. | 0.01% | Reduce -4.7% | 10,661 | $437K |
| Sage Mountain Advisors LLC | 0.03% | Add +0.4% | 10,638 | $436K |
| M.E. Allison & Co., Inc. | 0.30% | Reduce -9.4% | 10,560 | $433K |
| Investors Research Corp | 0.08% | Reduce -7.3% | 10,311 | $423K |
| Smartleaf Asset Management LLC | 0.03% | Add +31.9% | 10,125 | $418K |
| Impact Capital Partners LLC | 0.13% | Add +1.9% | 10,182 | $417K |
| Optas, LLC | 0.07% | Add +1.6% | 10,108 | $414K |
| HRT Financial LP | 0.00% | Reduce -42.1% | 9,995 | $409K |
| D.A. Davidson & Co. | 0.00% | Add +0.2% | 9,926 | $407K |
| Covenant Partners, LLC | 0.12% | No change | 9,908 | $406K |
| Arkadios Wealth Advisors | 0.01% | Add +3.1% | 9,877 | $405K |
| Hilltop Holdings Inc. | 0.02% | Add +9.1% | 9,593 | $392K |
| Keybank National Association | 0.00% | Add +25.7% | 9,342 | $383K |
| Keel Point, LLC | 0.02% | Reduce -1.8% | 9,316 | $382K |
| Wedmont Private Capital | 0.01% | Add +0.8% | 9,311 | $381K |
| Walleye Trading LLC | 0.01% | Reduce -85.3% | 9,284 | $381K |
| Journey Strategic Wealth LLC | 0.01% | Add +4.9% | 9,225 | $378K |
| Park National Corp. | 0.01% | Add +17.8% | 9,178 | $376K |
| BNP Paribas Financial Markets | 0.00% | Reduce -82.6% | 9,101 | $373K |
| Blair William & Co. | 0.00% | Add +0.2% | 9,066 | $372K |
| Summit Trail Advisors, LLC | 0.01% | Add +28.9% | 8,902 | $365K |
| West Family Investments, Inc. | 0.08% | Add +29.0% | 8,787 | $360K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 8,780 | $360K |
| Five Oceans Advisors | 0.13% | No change | 8,767 | $359K |
| Fiduciary Trust Co | 0.00% | Add +5.5% | 8,758 | $359K |
| Cwm, LLC | 0.00% | Add +33.4% | 8,759 | $359K |
| GeoWealth Management, LLC | 0.01% | Add +63.1% | 8,708 | $357K |
| Arax Advisory Partners | 0.01% | Add +62.0% | 8,699 | $357K |
| Empower Advisory Group, LLC | 0.00% | Add +7.5% | 8,621 | $353K |
| Simmons Bank | 0.02% | Reduce -1.7% | 8,619 | $353K |
| HighPoint Advisor Group LLC | 0.02% | Add +4.7% | 8,569 | $351K |
| Kingsview Wealth Management, LLC | 0.01% | Add +11.9% | 8,553 | $351K |
| Trust Point Inc. | 0.03% | Add +32.5% | 8,532 | $350K |
| Lido Advisors, LLC | 0.00% | Reduce -3.6% | 8,501 | $349K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -0.5% | 8,360 | $343K |
| Evelyn Partners Investment Management Services Ltd | 0.04% | No change | 8,100 | $331K |
| Summit Global Investments | 0.02% | Reduce -84.9% | 8,040 | $330K |
| Calydon Capital | 0.05% | Reduce -66.1% | 7,907 | $324K |
| GC Wealth Management RIA, LLC | 0.01% | New | 7,606 | $312K |
| Jain Global LLC | 0.00% | New | 7,484 | $307K |
| Pure Financial Advisors, LLC | 0.00% | New | 7,390 | $303K |
| Westover Capital Advisors, LLC | 0.06% | No change | 7,300 | $299K |
| Zhang Financial LLC | 0.01% | Reduce -14.6% | 7,273 | $298K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.2% | 7,267 | $298K |
| Flputnam Investment Management Co. | 0.00% | Reduce -6.5% | 7,243 | $297K |
| Cromwell Holdings LLC | 0.16% | No change | 7,242 | $297K |
| Diversify Advisory Services, LLC | 0.01% | Add +2.0% | 7,700 | $292K |
| Allworth Financial LP | 0.00% | Add +4.2% | 7,115 | $292K |
| Columbia Asset Management | 0.05% | Reduce -12.1% | 6,936 | $284K |
| Seven Mile Advisory | 0.05% | Add +6.5% | 6,934 | $284K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.2% | 6,933 | $284K |
| Commerce Bank | 0.00% | Add +5.4% | 6,915 | $284K |
| 111 Capital | 0.05% | Reduce -95.7% | 6,890 | $281K |
| Traveka Wealth, LLC | 0.12% | Add +0.6% | 6,801 | $279K |
| GMO | 0.00% | New | 6,743 | $276K |
| Avior Wealth Management, LLC | 0.01% | Add +1.1% | 6,688 | $274K |
| Genus Capital Management Inc. | 0.03% | No change | 6,620 | $271K |
| Centurion Wealth Management LLC | 0.06% | New | 6,500 | $267K |
| First City Capital Management, Inc. | 0.14% | Reduce -0.4% | 6,469 | $265K |
| Principal Securities, Inc. | 0.00% | Reduce -7.5% | 6,462 | $265K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -58.1% | 6,446 | $264K |
| Granite Group Advisors, LLC | 0.16% | No change | 6,437 | $264K |
| NewEdge Wealth, LLC | 0.00% | New | 6,851 | $263K |
| Summit Financial, LLC | 0.00% | New | 6,396 | $262K |
| SG Americas Securities, LLC | 0.00% | Reduce -67.1% | 6,368 | $261K |
| Brighton Jones LLC | 0.01% | New | 6,219 | $255K |
| Sunpointe, LLC | 0.09% | No change | 6,164 | $253K |
| Cozad Asset Management Inc. | 0.02% | Add +1.8% | 6,130 | $251K |
| Wealthstream Advisors, Inc. | 0.04% | New | 6,091 | $250K |
| Greykasell Wealth Strategies, Inc. | 0.10% | No change | 6,044 | $248K |
| Integrated Investment Consultants, LLC | 0.04% | No change | 5,981 | $245K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,955 | $244K |
| Balyasny Asset Management L.P. | 0.00% | New | 5,947 | $244K |
| World Investment Advisors | 0.01% | New | 5,940 | $244K |
| Syverson Strege & Co | 0.06% | Reduce -14.7% | 5,878 | $241K |
| SCS Capital Management LLC | 0.00% | New | 5,831 | $239K |
| Keebeck Wealth Management | 0.03% | New | 5,776 | $237K |
| PICTET BANK & TRUST Ltd | 0.28% | New | 5,758 | $235K |
| FLC Capital Advisors | 0.05% | New | 5,693 | $233K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +7.8% | 5,654 | $232K |
| a16z Perennial Management, L.P. | 0.02% | New | 5,648 | $232K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.4% | 5,647 | $232K |
| Aire Advisors, LLC | 0.04% | New | 5,617 | $230K |
| Global Retirement Partners, LLC | 0.01% | Add +14.1% | 5,587 | $229K |
| Janney Capital Management LLC | 0.01% | Reduce -9.7% | 5,590 | $229K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 5,342 | $219K |
| Cheviot Value Management, LLC | 0.02% | No change | 5,578 | $218K |
| OneAscent Financial Services LLC | 0.01% | Reduce -26.1% | 5,281 | $217K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 5,281 | $217K |
| Aspen Grove Capital, LLC | 0.04% | Reduce -12.5% | 5,263 | $216K |
| Riversedge Advisors, LLC | 0.04% | New | 5,252 | $215K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -20.7% | 5,225 | $214K |
| Mgo One Seven LLC | 0.01% | New | 5,225 | $214K |
| National Philanthropic Trust | 0.00% | New | 5,214 | $214K |
| Soltis Investment Advisors LLC | 0.01% | New | 5,204 | $213K |
| Brown Miller Wealth Management, LLC | 0.06% | Reduce -13.1% | 5,176 | $212K |
| Welch & Forbes LLC | 0.00% | New | 5,008 | $205K |
| Diametric Capital, LP | 0.08% | New | 4,989 | $205K |
| Rothschild Investment LLC | 0.01% | Add +45.5% | 4,952 | $203K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 4,951 | $203K |
| Evoke Wealth, LLC | 0.00% | New | 4,895 | $201K |
| Financial Perspectives, Inc | 0.06% | No change | 4,894 | $201K |
| Banque Transatlantique SA | 0.00% | New | 4,847 | $198K |
| Independence Bank of Kentucky | 0.02% | No change | 4,600 | $188K |
| Hilltop National Bank | 0.04% | Add +21.1% | 4,275 | $175K |
| Advisory Services Network, LLC | 0.00% | New | 4,266 | $175K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | Reduce -15.8% | 4,250 | $174K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -19.9% | 4,039 | $165K |
| UMB Bank, n.a. | 0.00% | Add +9.1% | 3,905 | $160K |
| Allianz SE | 0.00% | Reduce -4.3% | 3,390 | $139K |
| IFP Advisors, Inc | 0.00% | Reduce -37.6% | 3,236 | $133K |
| Golden State Wealth Management, LLC | 0.01% | No change | 3,199 | $131K |
| Creative Financial Designs Inc. | 0.01% | Add +2.4% | 2,868 | $118K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,748 | $113K |
| Cloud Capital Management, LLC | 0.06% | New | 2,690 | $110K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -0.3% | 2,651 | $109K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,564 | $105K |
| Harbour Investments, Inc. | 0.00% | Add +19.6% | 2,518 | $103K |
| Fifth Third Bancorp | 0.00% | Add +112.5% | 2,403 | $99K |
| Westside Investment Management, Inc. | 0.01% | Add +84.3% | 2,095 | $85K |
| Virtus Advisers, LLC | 0.05% | New | 2,520 | $82K |
| Activest Wealth Management | 0.02% | No change | 2,000 | $82K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.1% | 1,925 | $79K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 1,887 | $77K |
| NFSG Corp | 0.01% | Add +215.0% | 1,575 | $65K |
| Berbice Capital Management LLC | 0.04% | No change | 1,500 | $62K |
| Parkside Financial Bank & Trust | 0.00% | Add +6.2% | 1,403 | $58K |
| GAMMA Investing LLC | 0.00% | Add +52.9% | 1,300 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -61.6% | 1,265 | $52K |
| Mather Group, Llc. | 0.00% | New | 1,123 | $46K |
| Salomon & Ludwin, LLC | 0.00% | Add +2566.7% | 1,120 | $46K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.2% | 1,076 | $44K |
| Community Bank, N.A. | 0.01% | No change | 1,000 | $41K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,000 | $41K |
| McIlrath & Eck, LLC | 0.00% | No change | 991 | $41K |
| Fairscale Capital, LLC | 0.03% | No change | 969 | $40K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.0% | 949 | $39K |
| JPL Wealth Management, LLC | 0.01% | New | 908 | $37K |
| Smithfield Trust Co | 0.00% | Add +33.3% | 900 | $36K |
| Addison Advisors LLC | 0.01% | Add +23.5% | 878 | $36K |
| Private Trust Co. NA | 0.00% | Add +75.2% | 853 | $35K |
| Maseco LLP | 0.00% | No change | 836 | $34K |
| Larson Financial Group LLC | 0.00% | Add +118.3% | 821 | $34K |
| Robinswood Financial LLC | 0.01% | No change | 798 | $33K |
| Barclays PLC | 0.00% | Reduce -56.1% | 798 | $33K |
| Key Financial Inc | 0.01% | No change | 773 | $31K |
| Cape Investment Advisory, Inc. | 0.03% | Add +29.5% | 724 | $30K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 700 | $29K |
| MAI Capital Management | 0.00% | Reduce -85.8% | 620 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.8% | 597 | $24K |
| Clean Yield Group | 0.01% | No change | 591 | $24K |
| True Wealth Design, LLC | 0.01% | New | 584 | $24K |
| Huntington National Bank | 0.00% | Add +42.8% | 567 | $23K |
| Sound Income Strategies, LLC | 0.00% | No change | 538 | $22K |
| Highline Wealth Partners LLC | 0.01% | Add +133.3% | 525 | $22K |
| WealthCollab, LLC | 0.01% | Add +12.4% | 509 | $21K |
| Zions Bancorporation, National Association | 0.00% | Reduce -8.9% | 501 | $21K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 497 | $20K |
| Redmont Wealth Advisors LLC | 0.03% | No change | 475 | $19K |
| GW&K Investment Management, LLC | 0.00% | No change | 464 | $19K |
| Lavaca Capital LLC | 0.00% | No change | 460 | $19K |
| Main Street Group, LTD | 0.01% | No change | 442 | $18K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 400 | $16K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.5% | 374 | $15K |
| Montag A & Associates Inc. | 0.00% | Reduce -16.2% | 342 | $14K |
| Hanson & Doremus Investment Management | 0.00% | No change | 339 | $14K |
| Binnacle Investments Inc | 0.01% | Add +86.1% | 335 | $14K |
| Sterling Capital Management LLC | 0.00% | No change | 315 | $13K |
| Raffa Wealth Management, LLC | 0.00% | Add +14.6% | 314 | $13K |
| Quarry LP | 0.00% | New | 286 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -35.7% | 281 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 270 | $11K |
| Guerra Advisors Inc | 0.00% | New | 262 | $11K |
| Financial Consulate, Inc. | 0.00% | New | 254 | $10K |
| Retirement Wealth Solutions LLC | 0.01% | New | 244 | $10K |
| Arlington Trust Co LLC | 0.00% | Reduce -10.0% | 235 | $10K |
| Winch Advisory Services, LLC | 0.00% | No change | 233 | $10K |
| Wolff Wiese Magana LLC | 0.01% | New | 228 | $9K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $9K |
| CX Institutional | 0.00% | Add +348.0% | 224 | $9K |
| FWL Investment Management, LLC | 0.00% | No change | 219 | $9K |
| Silicon Valley Capital Partners | 0.00% | New | 217 | $9K |
| Roxbury Financial LLC | 0.01% | No change | 205 | $8K |
| Teachers Insurance & Annuity Association of America | 0.01% | New | 200 | $8K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 200 | $8K |
| Westend Capital Management, LLC | 0.00% | New | 199 | $8K |
| Abound Wealth Management | 0.00% | Add +600.0% | 196 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -26.7% | 198 | $8K |
| Principia Wealth Advisory, LLC | 0.01% | Add +176.8% | 191 | $8K |
| Albion Financial Group | 0.00% | New | 188 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 183 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 180 | $7K |
| Baillie Gifford & Co. | 0.00% | No change | 172 | $7K |
| Essential Partners LLC | 0.00% | New | 166 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -17.6% | 154 | $6K |
| Wealth Watch Advisors, INC | 0.00% | New | 152 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Add +25.8% | 151 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $6K |
| ORG Partners LLC | 0.00% | No change | 135 | $6K |
| LRI Investments, LLC | 0.00% | Add +21.8% | 134 | $5K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 133 | $5K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 128 | $5K |
| First Pacific Financial | 0.00% | Reduce -11.3% | 126 | $5K |
| Copeland Capital Management, LLC | 0.00% | Reduce -26.3% | 126 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 122 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 120 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -62.4% | 108 | $4K |
| Federated Hermes, Inc. | 0.00% | Reduce -42.8% | 103 | $4K |
| 2UniFi Bank | 0.00% | No change | 100 | $4K |
| Kozak & Associates, Inc. | 0.00% | New | 96 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +3.8% | 82 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -75.3% | 87 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -72.9% | 69 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 65 | $3K |
| Manchester Capital Management LLC | 0.00% | New | 62 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 55 | $2K |
| Kilter Group LLC | 0.00% | Add +126.1% | 52 | $2K |
| Avion Wealth | 0.00% | No change | 65 | $2K |
| SWAN Capital LLC | 0.00% | Reduce -50.0% | 48 | $2K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 47 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -74.0% | 47 | $2K |
| American Capital Advisory, LLC | 0.00% | New | 46 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 46 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 38 | $2K |
| 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% | No change | 30 | $1K |
| Caitlin John, LLC | 0.00% | New | 27 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 34 | $1K |
| Stone House Investment Management, LLC | 0.00% | New | 22 | $902 |
| CENTRAL TRUST Co | 0.00% | New | 20 | $820 |
| Crewe Advisors LLC | 0.00% | New | 17 | $697 |
| Bear Mountain Capital, Inc. | 0.00% | New | 18 | $676 |
| Palisade Asset Management, LLC | 0.00% | New | 15 | $615 |
| North Star Investment Management Corp. | 0.00% | New | 13 | $533 |
| Truvestments Capital LLC | 0.00% | No change | 6 | $246 |
| Tortoise Investment Management, LLC | 0.00% | No change | 3 | $123 |
| Forsta Ap-Fonden | 0.00% | Add +26.4% | 669,259 | $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.