UBS Group AG-RegUBS
13F holders, Q4 2025 (December 31)694holders +74
89new positions
46sold out
10famous investors
$46.07avg. 13F price*
At the end of Q4 2025, 694 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 74 from Q3 2025. 89 opened new positions and 46 sold out. The largest holders were UBS Group AG ($6.5B), Vanguard Group Inc. ($6.4B) and Norges Bank ($4.9B). 10 famous investors held it, including Andreas Halvorsen (1.1% of Viking Global Investors's portfolio), Ken Fisher (1.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $524.6M |
| Exits | 46 | $90.1M |
All 13F filers, Q3 2025 → Q4 2025: 78,299,408 shares bought and 67,310,206 shares sold, net +10,989,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 694 holders
| UBS Group AG | 1.29% | Add +6.0% | 140,490,368 | $6.5B |
| Vanguard Group Inc. | 0.09% | Add +1.3% | 139,105,725 | $6.4B |
| Norges Bank | 0.52% | — | 104,982,026 | $4.9B |
| Massachusetts Financial Services Co. | 1.03% | Reduce -11.3% | 68,622,440 | $3.2B |
| Fisher Asset Management | 1.01% | Add +4.8% | 64,107,264 | $3.0B |
| FMR LLC | 0.14% | Add +19.9% | 58,098,230 | $2.7B |
| Wellington Management Group LLP | 0.47% | Reduce -9.4% | 57,652,790 | $2.7B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.99% | Reduce -6.2% | 49,529,270 | $2.3B |
| Cevian Capital II GP LTD | 60.89% | No change | 48,117,675 | $2.2B |
| JPMorgan Chase & Co. | 0.13% | Add +16.1% | 40,392,294 | $1.9B |
| Capital World Investors | 0.24% | Add +0.1% | 37,399,326 | $1.7B |
| Pictet Asset Management Holding SA | 1.63% | Add +1.8% | 35,932,192 | $1.7B |
| Dodge & Cox | 0.84% | Reduce -21.1% | 33,665,342 | $1.6B |
| Deutsche Bank AG | 0.45% | Add +19.1% | 29,605,781 | $1.4B |
| Legal & General Group Plc | 0.24% | Add +0.9% | 23,611,119 | $1.1B |
| Pzena Investment Management LLC | 3.29% | Add +0.1% | 29,774,573 | $1.1B |
| Amundi | 0.28% | Reduce -0.4% | 19,920,331 | $922.5M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -13.6% | 18,063,332 | $836.5M |
| Arrowstreet Capital, Limited Partnership | 0.48% | Reduce -9.8% | 17,527,342 | $814.9M |
| Acadian Asset Management LLC | 1.24% | Add +5.3% | 16,181,297 | $754.8M |
| Vontobel Holding Ltd. | 2.13% | Add +0.4% | 13,885,012 | $646.7M |
| Nuveen, LLC | 0.14% | Add +6.7% | 11,408,186 | $531.2M |
| Bank of America Corp. | 0.04% | Reduce -37.1% | 10,708,372 | $495.9M |
| Viking Global Investors | 1.13% | Reduce -30.3% | 9,128,817 | $426.0M |
| Ninety One UK Ltd | 0.88% | Add +1.6% | 8,829,586 | $411.9M |
| Canada Pension Plan Investment Board | 0.27% | Add +53.3% | 8,778,075 | $408.8M |
| Russell Investments Group, Ltd. | 0.43% | Add +1.6% | 8,414,416 | $392.5M |
| Caisse Des Depots Et Consignations | 8.41% | No change | 7,922,061 | $369.6M |
| Morgan Stanley | 0.02% | Reduce -0.8% | 7,654,099 | $354.5M |
| Janus Henderson Group PLC | 0.14% | Add +253.3% | 6,861,746 | $320.1M |
| Banque Cantonale Vaudoise | 11.22% | Reduce -0.3% | 6,738,930 | $314.4M |
| Bank of New York Mellon Corp | 0.06% | Reduce -13.2% | 6,748,792 | $312.5M |
| Allianz Asset Management GmbH | 0.34% | Add +42.8% | 6,337,956 | $295.7M |
| Citigroup Inc. | 0.19% | Reduce -30.1% | 6,020,046 | $280.8M |
| Royal Bank of Canada | 0.05% | Reduce -13.1% | 5,826,037 | $269.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.73% | Add +26.0% | 5,704,194 | $264.6M |
| Compagnie Lombard Odier SCmA | 2.73% | Add +3.0% | 5,382,437 | $251.1M |
| WCM Investment Management, LLC | 0.50% | Reduce -0.1% | 5,211,089 | $242.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.20% | Reduce -3.0% | 4,947,156 | $229.1M |
| Franklin Resources Inc. | 0.06% | Add +184.1% | 4,907,214 | $226.4M |
| M&G PLC | 1.12% | Add +9.5% | 4,500,778 | $209.6M |
| Northern Trust Corp. | 0.03% | Reduce -1.9% | 4,367,018 | $202.2M |
| Natixis Advisors, LLC | 0.28% | Add +18.3% | 4,332,234 | $200.6M |
| BlackRock, Inc. | 0.00% | Reduce -4.1% | 4,030,917 | $186.7M |
| LGT Group Foundation | 1.86% | Add +13.2% | 3,672,402 | $171.0M |
| National Bank of Canada | 0.17% | Add +10691.5% | 3,581,801 | $167.1M |
| Aviva PLC | 0.28% | Add +3.4% | 3,543,255 | $165.0M |
| Royal London Asset Management Ltd. | 0.34% | Reduce -1.4% | 3,534,187 | $163.7M |
| CANADA LIFE ASSURANCE Co | 0.26% | Add +8.2% | 3,221,371 | $150.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.17% | New | 3,984,259 | $147.3M |
| DekaBank Deutsche Girozentrale | 0.22% | No change | 4,269,505 | $124.7M |
| SIH Partners, LLLP | 7.05% | Add +304.7% | 2,613,846 | $121.0M |
| Cibc World Market Inc. | 0.21% | Add +567.8% | 2,457,317 | $114.8M |
| Public Employees Retirement System of Ohio | 0.36% | Reduce -0.6% | 2,460,415 | $114.6M |
| Public Sector Pension Investment Board | 0.39% | Reduce -10.4% | 2,456,492 | $114.4M |
| Korea Investment CORP | 0.22% | Add +40.1% | 2,421,191 | $113.0M |
| Border to Coast Pensions Partnership Ltd | 1.88% | No change | 2,307,000 | $107.8M |
| Liontrust Investment Partners LLP | 1.55% | Reduce -1.1% | 2,233,585 | $104.2M |
| Moore Capital Management, LP | 2.18% | Add +32.9% | 2,197,102 | $102.4M |
| Bank of Montreal | 0.04% | Reduce -76.5% | 2,193,282 | $102.1M |
| Invesco Ltd. | 0.01% | Add +23.3% | 2,195,330 | $101.7M |
| Qube Research & Technologies Ltd | 0.14% | Reduce -24.3% | 2,134,234 | $99.4M |
| Alyeska Investment Group, L.P. | 0.28% | New | 2,138,351 | $99.0M |
| Captrust Financial Advisors | 0.18% | Reduce -1.5% | 2,097,527 | $97.1M |
| FIL Ltd | 0.07% | Reduce -2.9% | 2,066,939 | $96.4M |
| Generali Asset Management SPA SGR | 1.87% | Add +6.1% | 2,480,242 | $91.7M |
| ABN AMRO Bank N.V. | 0.83% | Add +7.0% | 1,890,886 | $87.8M |
| State of Tennessee, Department of Treasury | 0.28% | Reduce -4.7% | 1,841,257 | $87.0M |
| Marshall Wace, LLP | 0.08% | New | 1,819,630 | $84.9M |
| American Century Companies Inc. | 0.04% | Add +12.7% | 1,787,683 | $82.8M |
| Credit Agricole S A | 0.22% | Add +6.2% | 1,754,072 | $81.2M |
| Banque Pictet & Cie SA | 0.71% | Add +16.6% | 1,519,854 | $70.9M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -0.3% | 1,413,999 | $66.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -10.4% | 1,412,986 | $65.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.32% | Add +2.3% | 1,366,572 | $63.8M |
| Brandes Investment Partners, LP | 0.48% | Reduce -3.7% | 1,372,632 | $63.6M |
| State of Wisconsin Investment Board | 0.13% | New | 1,260,085 | $58.8M |
| D. E. Shaw & Co. | 0.05% | Add +54.9% | 1,268,148 | $58.7M |
| Rathbones Group PLC | 0.22% | New | 1,207,500 | $56.3M |
| Life Cycle Investment Partners Ltd | 0.39% | — | 1,512,017 | $55.9M |
| Patient Capital Management, LLC | 2.12% | Reduce -20.9% | 1,187,326 | $55.0M |
| TD Asset Management Inc | 0.04% | Reduce -0.1% | 1,149,096 | $53.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.5% | 1,141,947 | $52.9M |
| J. Safra Sarasin Holding AG | 0.85% | Reduce -34.6% | 1,120,619 | $52.3M |
| Thrivent Financial for Lutherans | 0.09% | Add +0.1% | 1,062,315 | $49.6M |
| Crocodile Capital Partners GmbH | 29.62% | Add +5.9% | 1,070,000 | $49.6M |
| GAM Holding AG | 3.04% | Add +16.9% | 1,020,351 | $47.6M |
| Mackenzie Financial Corp. | 0.05% | Add +17.4% | 926,692 | $43.2M |
| ANTIPODES PARTNERS Ltd | 0.87% | Reduce -18.3% | 890,432 | $41.5M |
| ASR Vermogensbeheer N.V. | 0.47% | Add +2.9% | 863,542 | $40.3M |
| Zurich Insurance Group Ltd | 0.27% | Add +29.7% | 850,286 | $39.6M |
| AQR Capital Management | 0.02% | Add +235.9% | 698,229 | $32.4M |
| Raymond James Financial Inc. | 0.01% | Add +15.8% | 691,384 | $32.0M |
| Two Sigma Advisers, LP | 0.06% | Reduce -38.0% | 690,725 | $32.0M |
| Channing Global Advisors, LLC | 20.45% | Add +1.8% | 685,636 | $32.0M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 676,753 | $31.3M |
| Haven Global Partners, LLC | 22.93% | Reduce -1.5% | 669,028 | $31.2M |
| Levin Capital Strategies, L.P. | 2.65% | Reduce -5.7% | 658,920 | $30.5M |
| Systrade AG | 17.78% | No change | 625,000 | $29.1M |
| Exane Asset Management | 6.08% | Reduce -15.7% | 665,458 | $28.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -10.0% | 619,420 | $28.7M |
| Great Lakes Advisors, LLC | 0.23% | Reduce -2.6% | 611,294 | $28.3M |
| Fiera Capital Corp | 0.08% | Add +81.6% | 572,561 | $26.5M |
| Stifel Financial Corp. | 0.02% | Add +0.9% | 553,795 | $25.6M |
| Edmond DE Rothschild Holding S.A. | 0.36% | Add +6.7% | 544,014 | $25.4M |
| Mediolanum International Funds Ltd | 0.25% | Add +670.4% | 540,868 | $25.3M |
| EFG International AG | 0.47% | — | 526,484 | $24.4M |
| USS Investment Management Ltd | 0.12% | No change | 516,436 | $24.0M |
| Worldquant Millennium Advisors LLC | 0.09% | Reduce -41.6% | 514,597 | $24.0M |
| Baker Avenue Asset Management, LP | 0.54% | Add +0.9% | 503,300 | $23.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.3% | 483,806 | $22.4M |
| Quantinno Capital Management LP | 0.04% | Add +21.9% | 474,483 | $22.0M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +2.3% | 466,828 | $21.6M |
| Voya Investment Management LLC | 0.02% | Add +8.4% | 418,668 | $19.5M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.26% | — | 379,049 | $17.7M |
| Pictet North America Advisors SA | 1.64% | Reduce -3.3% | 369,855 | $17.3M |
| Gardner Lewis Asset Management L P | 4.32% | Add +0.1% | 367,938 | $17.0M |
| Baader Bank Aktiengesellschaft | 1.40% | No change | 360,840 | $16.8M |
| Creative Planning | 0.01% | Add +10.4% | 357,067 | $16.5M |
| Henry James International Management Inc. | 4.98% | Reduce -6.7% | 341,401 | $15.8M |
| RBF Capital, LLC | 0.72% | Reduce -2.5% | 340,000 | $15.7M |
| Prudential PLC | 0.13% | Add +1.8% | 337,431 | $15.7M |
| Maryland State Retirement & Pension System | 0.32% | Reduce -0.7% | 331,417 | $15.5M |
| Contravisory Investment Management, Inc. | 2.84% | Reduce -4.6% | 309,569 | $14.3M |
| PDT Partners, LLC | 0.92% | No change | 305,288 | $14.2M |
| Jane Street Group, LLC | 0.02% | Add +18.7% | 301,637 | $14.0M |
| Lazard Asset Management LLC | 0.02% | Add +11.1% | 295,193 | $13.7M |
| LGT Fund Management Co Ltd. | 1.08% | Add +5.4% | 294,284 | $13.7M |
| MetLife Investment Management, LLC | 0.06% | Reduce -4.2% | 286,464 | $13.3M |
| Leonteq Securities AG | 0.70% | New | 356,549 | $13.2M |
| LPL Financial LLC | 0.00% | Add +11.8% | 283,013 | $13.1M |
| Assenagon Asset Management S.A. | 0.02% | Add +1.4% | 252,040 | $11.8M |
| Chilton Investment Co. Inc. | 0.24% | New | 246,392 | $11.4M |
| Crossmark Global Holdings, Inc. | 0.16% | Reduce -13.3% | 240,149 | $11.1M |
| Value Partners Investments Inc. | 0.85% | No change | 240,090 | $11.1M |
| Promethos Capital, LLC | 2.94% | Reduce -11.4% | 232,655 | $10.8M |
| Pathstone Holdings, LLC | 0.04% | Add +9.0% | 223,849 | $10.4M |
| Millennium Management | 0.01% | Reduce -5.5% | 223,253 | $10.3M |
| Lighthouse Investment Partners, LLC | 0.34% | Add +52.3% | 222,920 | $10.3M |
| Mariner, LLC | 0.01% | Add +4.5% | 217,246 | $10.1M |
| RPg Family Wealth Advisory, LLC | 2.16% | Add +36.9% | 212,110 | $9.8M |
| Jefferies Financial Group Inc. | 0.08% | Add +416.2% | 209,349 | $9.8M |
| Permanens Capital L.P. | 1.25% | Add +36.5% | 207,412 | $9.6M |
| Neuberger Berman Group LLC | 0.01% | Add +7.7% | 205,938 | $9.6M |
| Renaissance Technologies | 0.01% | Reduce -87.1% | 206,591 | $9.6M |
| DJE Kapital AG | 0.26% | Add +25.1% | 203,050 | $9.5M |
| Black Diamond Capital Management I, LLLP | 6.16% | No change | 200,000 | $9.3M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.42% | — | 197,727 | $9.2M |
| M&T Bank Corp | 0.03% | Add +39.5% | 191,650 | $8.9M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Reduce -2.0% | 190,979 | $8.8M |
| Intech Investment Management LLC | 0.08% | Reduce -0.7% | 181,875 | $8.5M |
| Ingalls & Snyder LLC | 0.31% | Add +7.0% | 182,019 | $8.4M |
| Point72 Asset Management | 0.01% | Reduce -25.3% | 174,426 | $8.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.17% | New | 173,284 | $8.0M |
| Alberta Investment Management Corp | 0.05% | No change | 169,993 | $7.9M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +68.7% | 167,820 | $7.8M |
| Sei Investments Co. | 0.01% | Add +28.7% | 165,657 | $7.7M |
| Cerity Partners LLC | 0.01% | Reduce -3.0% | 159,789 | $7.4M |
| First Trust Advisors LP | 0.01% | Reduce -4.1% | 158,752 | $7.4M |
| QRG Capital Management, Inc. | 0.08% | Add +7.1% | 159,489 | $7.4M |
| Ritholtz Wealth Management | 0.13% | Add +7.0% | 155,311 | $7.2M |
| Elevation Point Wealth Partners, LLC | 0.33% | Add +49.6% | 148,853 | $6.9M |
| Triasima Portfolio Management inc. | 1.00% | Reduce -0.4% | 144,355 | $6.7M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 140,094 | $6.5M |
| Two Sigma Investments, LP | 0.01% | New | 140,530 | $6.5M |
| NatWest Group plc | 1.50% | Add +317.6% | 138,732 | $6.4M |
| Callan Family Office, LLC | 0.14% | Add +170.6% | 137,587 | $6.4M |
| Osmosis Investment Management UK Ltd | 0.16% | — | 136,094 | $6.3M |
| Helios Capital Management Pte. Ltd. | 4.36% | No change | 136,000 | $6.3M |
| Ninety One North America, Inc. | 0.25% | New | 134,367 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.9% | 132,190 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +7.4% | 134,639 | $6.2M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.7% | 134,577 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +6.7% | 131,397 | $6.1M |
| Inspire Trust Co, N.A. | 0.99% | Add +4.0% | 130,000 | $6.0M |
| Groupama Asset Managment | 0.08% | Add +6.2% | 153,351 | $5.7M |
| Plato Investment Management Ltd | 0.37% | No change | 120,920 | $5.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +15.1% | 120,662 | $5.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 119,592 | $5.5M |
| Platinum Investment Management Ltd. | 1.27% | Reduce -91.8% | 117,507 | $5.5M |
| Timber Creek Capital Management LLC | 1.22% | Reduce -2.6% | 113,383 | $5.3M |
| MML Investors Services, LLC | 0.01% | Add +6.9% | 112,528 | $5.2M |
| Symmetry Investments LP | 0.96% | New | 111,400 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -11.4% | 110,520 | $5.1M |
| Quadrant Capital Group LLC | 0.15% | Add +0.1% | 107,550 | $5.0M |
| US Bancorp \de | 0.01% | Add +2.2% | 105,174 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +12.8% | 99,400 | $4.6M |
| Metis Global Partners, LLC | 0.11% | Reduce -10.7% | 97,884 | $4.6M |
| Bank Pictet & Cie (Europe) AG | 0.09% | Add +11.6% | 96,114 | $4.5M |
| Mitchell Capital Management Co. | 0.79% | Reduce -2.4% | 95,518 | $4.4M |
| ARGA Investment Management, LP | 0.12% | Reduce -94.5% | 93,216 | $4.3M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Add +202.3% | 92,028 | $4.3M |
| Groupe la Francaise | 0.06% | Add +48.7% | 86,415 | $4.0M |
| Factory Mutual Insurance Co. | 0.04% | Add +12.0% | 86,545 | $4.0M |
| Independent Advisor Alliance | 0.10% | Reduce -1.2% | 86,232 | $4.0M |
| Highland Capital Management, LLC | 0.19% | Reduce -10.2% | 84,261 | $3.9M |
| Citadel Advisors | 0.00% | Reduce -11.2% | 83,623 | $3.9M |
| Occudo Quantitative Strategies LP | 0.26% | Add +39.4% | 82,661 | $3.8M |
| Opal Capital LLC | 0.95% | — | 82,276 | $3.8M |
| TrueMark Investments, LLC | 0.72% | Add +15.0% | 81,792 | $3.8M |
| Signaturefd, LLC | 0.06% | Add +1.9% | 79,813 | $3.7M |
| Assetmark, Inc. | 0.01% | Add +73.5% | 78,004 | $3.6M |
| Glenmede Trust Co. NA | 0.02% | — | 75,851 | $3.5M |
| Equitable Trust Co. | 0.15% | Reduce -0.7% | 73,638 | $3.4M |
| Ossiam | 0.07% | Add +2.3% | 71,521 | $3.3M |
| Cloverfields Capital Group, LP | 1.03% | Reduce -15.9% | 71,754 | $3.3M |
| Landesbank Baden-Wuerttemberg | 0.60% | — | 70,440 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 70,542 | $3.3M |
| Group One Trading LLC | 0.10% | Reduce -36.0% | 70,074 | $3.2M |
| Altman Advisors, Inc. | 1.22% | Reduce -2.5% | 69,964 | $3.2M |
| Choreo, LLC | 0.04% | Add +2.1% | 69,586 | $3.2M |
| Alaethes Wealth, LLC | 0.91% | Reduce -0.5% | 69,726 | $3.2M |
| Vident Advisory, LLC | 0.03% | Reduce -16.3% | 69,553 | $3.2M |
| Park Avenue Securities LLC | 0.03% | Add +25.6% | 67,661 | $3.1M |
| Permanent Capital Management, LP | 0.61% | Reduce -2.7% | 67,470 | $3.1M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -5.3% | 65,141 | $3.0M |
| Advisors Capital Management, LLC | 0.04% | Add +7.0% | 64,963 | $3.0M |
| Trivant Custom Portfolio Group, LLC | 1.71% | Reduce -0.3% | 64,279 | $3.0M |
| Runnymede Capital Advisors, Inc. | 1.71% | New | 64,279 | $3.0M |
| Bleakley Financial Group, LLC | 0.05% | Add +164.4% | 64,240 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +19.6% | 63,920 | $3.0M |
| Orca Wealth Management, LLC | 2.06% | Add +0.3% | 60,138 | $2.9M |
| Wealth Alliance Advisory Group, LLC | 0.49% | Reduce -1.9% | 61,485 | $2.8M |
| Transatlantique Private Wealth LLC | 0.88% | Add +7.8% | 60,399 | $2.8M |
| Bessemer Group Inc. | 0.00% | Reduce -0.4% | 60,581 | $2.8M |
| Man Group plc | 0.01% | New | 59,063 | $2.7M |
| BTC Capital Management, Inc. | 0.19% | Reduce -3.0% | 57,569 | $2.7M |
| Cigna Investments Inc. | 0.38% | Reduce -1.4% | 56,451 | $2.6M |
| Forum Financial Management, LP | 0.03% | Reduce -0.1% | 56,356 | $2.6M |
| Legacy Wealth Asset Management, LLC | 0.62% | Reduce -5.8% | 54,604 | $2.5M |
| Simplex Trading, LLC | 0.07% | Reduce -51.8% | 53,030 | $2.5M |
| Gator Capital Management, LLC | 0.50% | Add +5.2% | 52,430 | $2.4M |
| Ieq Capital, LLC | 0.01% | Add +3.5% | 52,412 | $2.4M |
| Andra AP-fonden | 0.03% | New | 65,164 | $2.4M |
| Mitchell & Pahl Private Wealth, LLC | 0.99% | Reduce -3.6% | 51,749 | $2.4M |
| Marex Group Ltd | 0.03% | Reduce -5.1% | 51,415 | $2.4M |
| Focus Partners Wealth | 0.00% | Add +115.0% | 51,287 | $2.4M |
| Cim, LLC | 0.30% | Reduce -10.3% | 49,763 | $2.3M |
| Vise Technologies, Inc. | 0.04% | Reduce -28.5% | 48,911 | $2.3M |
| Greenleaf Trust | 0.02% | Reduce -0.3% | 48,731 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Add +19.7% | 47,595 | $2.2M |
| Stamos Capital Partners, L.P. | 0.35% | Reduce -11.1% | 46,679 | $2.2M |
| Qtron Investments LLC | 0.28% | Add +20.3% | 46,013 | $2.1M |
| Gradient Investments LLC | 0.03% | Add +48.1% | 45,827 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | No change | 45,665 | $2.1M |
| 1832 Asset Management L.P. | 0.00% | Add +40.4% | 45,500 | $2.1M |
| Abacus Wealth Partners, LLC | 0.20% | New | 44,536 | $2.1M |
| Ethic Inc. | 0.03% | Add +19.1% | 44,391 | $2.1M |
| Quantbot Technologies LP | 0.07% | New | 43,829 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.6% | 43,034 | $2.0M |
| Capital International Sarl | 0.03% | No change | 42,498 | $2.0M |
| Compound Planning, Inc. | 0.06% | Add +7.6% | 41,632 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +15.4% | 41,387 | $1.9M |
| Evergreen Capital Management LLC | 0.04% | Add +3.8% | 41,308 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +5.5% | 41,085 | $1.9M |
| Rhumbline Advisers | 0.00% | Reduce -3.9% | 40,220 | $1.9M |
| Legacy Capital Group California, Inc. | 0.44% | Add +0.6% | 39,471 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -5.4% | 39,364 | $1.8M |
| Ballentine Partners, LLC | 0.03% | Reduce -3.3% | 38,653 | $1.8M |
| GMO | 0.00% | Add +455.3% | 37,442 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.6% | 37,559 | $1.7M |
| Mirabella Financial Services LLP | 0.18% | Reduce -64.5% | 37,169 | $1.7M |
| Baker Ellis Asset Management LLC | 0.21% | Reduce -13.1% | 37,150 | $1.7M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -26.4% | 35,354 | $1.6M |
| Kathmere Capital Management, LLC | 0.11% | Add +0.5% | 35,170 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.8% | 35,142 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.5% | 35,117 | $1.6M |
| Gabelli Funds LLC | 0.01% | Reduce -0.4% | 34,350 | $1.6M |
| Henshaw Capital LLC | 0.06% | No change | 33,267 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.4% | 32,883 | $1.5M |
| SOL Capital Management CO | 0.14% | No change | 32,580 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +4.3% | 31,798 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +3.0% | 31,697 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +97.3% | 31,549 | $1.5M |
| Bailard, Inc. | 0.03% | Reduce -3.5% | 31,157 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Add +15.3% | 30,632 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Add +10.2% | 30,080 | $1.4M |
| Morningstar Investment Management LLC | 0.08% | New | 29,854 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +87.3% | 29,426 | $1.4M |
| Caprock Group, LLC | 0.03% | Add +8.3% | 29,222 | $1.4M |
| Evelyn Partners Investment Management LLP | 0.04% | Add +0.5% | 29,005 | $1.4M |
| Cullinan Associates Inc. | 0.09% | No change | 29,000 | $1.3M |
| Walleye Trading LLC | 0.02% | Add +196.3% | 27,512 | $1.3M |
| Future Fund LLC | 0.40% | Reduce -12.0% | 27,253 | $1.3M |
| Atlas Capital Advisors Inc. | 0.14% | — | 26,301 | $1.2M |
| JFS Wealth Advisors, LLC | 0.07% | No change | 25,692 | $1.2M |
| Northside Capital Management, LLC | 0.10% | No change | 25,655 | $1.2M |
| Connable Office Inc. | 0.11% | No change | 25,409 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +18.2% | 25,399 | $1.2M |
| Xponance LLC | 0.01% | New | 25,011 | $1.2M |
| Greenwich Wealth Management LLC | 0.05% | No change | 24,847 | $1.2M |
| &partners | 0.01% | Reduce -10.6% | 24,719 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +3.3% | 24,574 | $1.1M |
| U S Global Investors Inc. | 0.12% | New | 24,500 | $1.1M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -4.0% | 23,866 | $1.1M |
| Havemeyer Place LP | 0.21% | — | 23,425 | $1.1M |
| CHICAGO TRUST Co NA | 0.17% | Reduce -1.2% | 22,940 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -0.6% | 22,916 | $1.1M |
| Solstein Capital, LLC | 0.42% | No change | 22,647 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +11.9% | 22,405 | $1.0M |
| Sivia Capital Partners, LLC | 0.21% | Add +54.4% | 22,206 | $1.0M |
| Syon Capital LLC | 0.05% | Reduce -4.9% | 21,959 | $1.0M |
| Brooklyn Investment Group | 0.05% | New | 21,514 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +335.4% | 21,556 | $998K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.8% | 21,382 | $990K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.5% | 21,353 | $989K |
| Massachusetts Wealth Management | 0.45% | No change | 21,080 | $976K |
| Themes Management Co LLC | 0.75% | — | 20,311 | $941K |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.3% | 20,123 | $932K |
| Centennial Bank | 0.37% | Reduce -26.0% | 19,927 | $931K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.3% | 19,905 | $922K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -0.2% | 19,595 | $913K |
| Rehmann Capital Advisory Group | 0.05% | Add +26.3% | 19,659 | $910K |
| University of Texas/Texas Am Investment Management Co. | 0.13% | New | 19,656 | $910K |
| Fred Alger Management, LLC | 0.00% | New | 19,535 | $905K |
| Intesa Sanpaolo Wealth Management | 0.19% | — | 19,384 | $904K |
| Gryphon Financial Partners LLC | 0.10% | Add +17.1% | 19,505 | $903K |
| SkyView Investment Advisors, LLC | 0.11% | Reduce -1.4% | 19,332 | $895K |
| Personal Cfo Solutions, LLC | 0.14% | Reduce -1.6% | 19,048 | $882K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 18,875 | $874K |
| New Vernon Capital Holdings II LLC | 0.41% | No change | 18,627 | $863K |
| PDS Planning, Inc | 0.06% | Reduce -4.1% | 18,522 | $858K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.6% | 18,246 | $845K |
| Versant Capital Management, Inc | 0.11% | Add +10.0% | 18,208 | $843K |
| AlphaCore Capital LLC | 0.02% | Reduce -14.7% | 17,958 | $832K |
| Net Worth Advisory Group | 0.17% | Reduce -27.6% | 17,895 | $829K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.6% | 17,551 | $813K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.5% | 17,144 | $794K |
| Valeo Financial Advisors, LLC | 0.02% | Add +6.8% | 16,786 | $777K |
| Impact Capital Partners LLC | 0.23% | Add +64.5% | 16,753 | $776K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.3% | 16,711 | $774K |
| Harbour Capital Advisors, LLC | 0.15% | Reduce -0.4% | 16,140 | $760K |
| Ascent Group, LLC | 0.03% | Add +7.0% | 16,368 | $758K |
| Basecamp Wealth Advisors LLC | 0.16% | — | 16,353 | $757K |
| Waverly Advisors, LLC | 0.01% | Add +4.3% | 16,348 | $757K |
| Root Financial Partners, LLC | 0.04% | Add +5.2% | 16,187 | $750K |
| Credit Industriel Et Commercial | 0.17% | Reduce -70.4% | 15,928 | $743K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +25.1% | 15,893 | $736K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +25.0% | 15,884 | $736K |
| Global Retirement Partners, LLC | 0.01% | Add +183.1% | 15,814 | $732K |
| Parallel Advisors, LLC | 0.01% | Add +5.0% | 15,646 | $725K |
| Clearstead Advisors, LLC | 0.01% | No change | 15,571 | $721K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +20.0% | 15,531 | $719K |
| Wealthspire Advisors, LLC | 0.01% | Add +174.2% | 15,481 | $717K |
| Beverly Hills Private Wealth, LLC | 0.12% | Reduce -52.8% | 15,478 | $717K |
| Clarius Group, LLC | 0.04% | Add +2.0% | 15,199 | $704K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +35.1% | 15,083 | $698K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.7% | 15,051 | $697K |
| Winning Points Advisors, LLC | 0.74% | — | 39,780 | $695K |
| Credit Capital Investments LLC | 0.65% | Reduce -50.0% | 15,000 | $695K |
| Gallacher Capital Management LLC | 0.27% | Reduce -13.5% | 14,950 | $692K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 14,930 | $691K |
| First National Bank of Hutchinson | 0.40% | Reduce -0.1% | 14,790 | $685K |
| HB Wealth Management, LLC | 0.00% | Add +15.4% | 14,677 | $680K |
| Bridgewater Advisors Inc. | 0.04% | Add +2.8% | 14,205 | $674K |
| Liberty One Investment Management, LLC | 0.09% | Reduce -35.9% | 14,500 | $672K |
| Keybank National Association | 0.00% | Add +54.8% | 14,463 | $670K |
| NewEdge Wealth, LLC | 0.01% | Add +109.5% | 14,355 | $665K |
| Sage Rhino Capital LLC | 0.12% | Reduce -6.0% | 14,214 | $658K |
| Cresset Asset Management, LLC | 0.00% | Add +9.6% | 14,089 | $653K |
| swisspartners Advisors Ltd | 0.47% | No change | 14,000 | $652K |
| Sax Wealth Advisors, LLC | 0.03% | Add +1.4% | 13,990 | $648K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -7.2% | 13,664 | $633K |
| Savant Capital, LLC | 0.00% | Add +21.8% | 13,586 | $629K |
| Legacy Financial Advisors, Inc. | 0.09% | Add +1.1% | 13,584 | $629K |
| HRT Financial LP | 0.00% | Add +35.8% | 13,568 | $628K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.5% | 13,558 | $628K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +12.7% | 13,500 | $625K |
| DAVENPORT & Co LLC | 0.00% | Add +23.6% | 13,429 | $622K |
| Lanark Financial, Inc. | 0.05% | Reduce -3.1% | 13,210 | $612K |
| Cordatus Wealth Management LLC | 0.14% | Reduce -3.0% | 12,737 | $590K |
| Quinn Opportunity Partners LLC | 0.03% | No change | 12,617 | $584K |
| Ninety One SA (Pty) Ltd | 0.03% | No change | 12,516 | $584K |
| Drive Wealth Management, LLC | 0.11% | Add +13.5% | 12,600 | $583K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +1.5% | 12,510 | $579K |
| EP Wealth Advisors, LLC | 0.00% | — | 12,494 | $579K |
| Leuthold Group, LLC | 0.06% | Add +0.1% | 12,341 | $572K |
| Spire Wealth Management | 0.02% | Reduce -0.5% | 12,277 | $569K |
| Evelyn Partners Investment Management Services Ltd | 0.07% | Add +49.5% | 12,109 | $565K |
| Stephens Inc. | 0.01% | Add +11.7% | 12,139 | $562K |
| Venturi Wealth Management, LLC | 0.02% | Add +9.9% | 12,075 | $559K |
| Corient IA LP | 0.52% | Reduce -40.5% | 11,890 | $551K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -90.8% | 11,756 | $544K |
| Quantum Portfolio Management LLC | 0.24% | No change | 11,718 | $543K |
| Smartleaf Asset Management LLC | 0.02% | Add +15.1% | 11,654 | $542K |
| Seed Wealth Management, Inc. | 0.37% | Reduce -2.1% | 11,695 | $542K |
| Studio Investment Management LLC | 0.10% | Reduce -7.0% | 11,512 | $533K |
| Trust Point Inc. | 0.04% | Add +33.9% | 11,420 | $529K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.7% | 11,419 | $529K |
| EJMK Ventures LLC | 0.32% | — | 11,398 | $528K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -0.1% | 11,365 | $526K |
| American Trust Investment Advisors, LLC | 0.28% | No change | 11,295 | $523K |
| GeoWealth Management, LLC | 0.02% | Add +29.4% | 11,269 | $522K |
| New Republic Capital, LLC | 0.14% | New | 11,216 | $519K |
| Knights of Columbus Asset Advisors LLC | 0.03% | No change | 11,116 | $515K |
| Roundview Capital LLC | 0.03% | New | 11,062 | $512K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.7% | 10,834 | $502K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 10,784 | $499K |
| D.A. Davidson & Co. | 0.00% | Add +8.0% | 10,719 | $496K |
| Sage Mountain Advisors LLC | 0.03% | Add +0.5% | 10,686 | $495K |
| Indivisible Partners | 0.05% | — | 10,639 | $493K |
| M.E. Allison & Co., Inc. | 0.33% | No change | 10,560 | $489K |
| Brucke Financial, Inc. | 0.27% | Reduce -11.8% | 10,472 | $485K |
| Blair William & Co. | 0.00% | Add +13.2% | 10,264 | $475K |
| Optas, LLC | 0.07% | Add +0.9% | 10,203 | $473K |
| Wedmont Private Capital | 0.02% | Add +6.5% | 9,920 | $469K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 10,099 | $468K |
| Covenant Partners, LLC | 0.13% | No change | 9,908 | $459K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.1% | 9,866 | $457K |
| Janney Montgomery Scott LLC | 0.00% | Add +52.0% | 9,799 | $454K |
| West Family Investments, Inc. | 0.11% | Add +10.3% | 9,695 | $449K |
| Cwm, LLC | 0.00% | Add +9.4% | 9,581 | $444K |
| Hilltop Holdings Inc. | 0.03% | Reduce -1.1% | 9,490 | $441K |
| Diversify Advisory Services, LLC | 0.01% | Add +18.9% | 9,157 | $434K |
| WINTON GROUP Ltd | 0.01% | New | 9,300 | $431K |
| Mather Group, Llc. | 0.00% | Add +717.0% | 9,175 | $425K |
| GC Wealth Management RIA, LLC | 0.02% | Add +19.9% | 9,117 | $422K |
| Fiduciary Trust Co | 0.00% | Add +4.1% | 9,114 | $422K |
| Park National Corp. | 0.01% | Reduce -1.0% | 9,083 | $421K |
| Commerce Bank | 0.00% | Add +29.3% | 8,943 | $414K |
| HighPoint Advisor Group LLC | 0.01% | Add +4.2% | 8,931 | $414K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -26.6% | 8,901 | $413K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.4% | 8,911 | $413K |
| Anchyra Partners LLC | 0.12% | — | 8,796 | $407K |
| Keel Point, LLC | 0.02% | Reduce -5.7% | 8,783 | $407K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 8,780 | $407K |
| Focused Alpha, LLC | 0.12% | — | 8,773 | $406K |
| Five Oceans Advisors | 0.14% | No change | 8,767 | $406K |
| Edge Financial Advisors LLC | 0.17% | New | 4,366 | $404K |
| Simmons Bank | 0.03% | Reduce -0.6% | 8,567 | $397K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.4% | 8,504 | $394K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.3% | 8,446 | $391K |
| World Investment Advisors | 0.01% | Add +40.9% | 8,368 | $388K |
| Magnetar Financial LLC | 0.00% | New | 8,330 | $386K |
| Werba Rubin Papier Wealth Management | 0.10% | Reduce -0.9% | 8,283 | $384K |
| Florida Trust Wealth Management Co | 0.01% | New | 8,166 | $378K |
| Evolve Private Wealth, LLC | 0.02% | — | 8,146 | $377K |
| Allworth Financial LP | 0.00% | Add +14.3% | 8,132 | $377K |
| Investors Research Corp | 0.07% | Reduce -22.1% | 8,036 | $372K |
| Mountain Hill Investment Partners Corp. | 0.27% | Reduce -27.3% | 8,000 | $370K |
| Arax Advisory Partners | 0.01% | Reduce -11.1% | 7,737 | $358K |
| Lido Advisors, LLC | 0.00% | Add +1.0% | 8,585 | $357K |
| Calydon Capital | 0.06% | Reduce -2.7% | 7,694 | $356K |
| Traveka Wealth, LLC | 0.14% | Add +11.4% | 7,578 | $351K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.9% | 7,551 | $350K |
| Frec Markets, Inc. | 0.10% | — | 7,509 | $348K |
| Principal Securities, Inc. | 0.01% | Add +14.2% | 7,377 | $342K |
| Westover Capital Advisors, LLC | 0.06% | No change | 7,300 | $338K |
| Zhang Financial LLC | 0.01% | No change | 7,273 | $337K |
| Cromwell Holdings LLC | 0.18% | No change | 7,242 | $335K |
| PUREfi Wealth, LLC | 0.25% | New | 6,940 | $321K |
| Columbia Asset Management | 0.06% | No change | 6,936 | $321K |
| Evoke Wealth, LLC | 0.01% | Add +40.2% | 6,863 | $318K |
| Flputnam Investment Management Co. | 0.00% | Reduce -5.6% | 6,837 | $317K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.1% | 6,618 | $306K |
| Centurion Wealth Management LLC | 0.07% | No change | 6,500 | $301K |
| Greenspring Advisors, LLC | 0.02% | New | 6,496 | $301K |
| First City Capital Management, Inc. | 0.16% | No change | 6,469 | $300K |
| Seven Mile Advisory | 0.05% | Reduce -7.2% | 6,434 | $298K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -9.4% | 6,280 | $291K |
| Summit Global Investments | 0.02% | Reduce -22.1% | 6,265 | $290K |
| Keebeck Wealth Management | 0.03% | Add +7.9% | 6,232 | $289K |
| Oakmont Investment Advisors, Inc. | 0.21% | — | 6,190 | $287K |
| Sunpointe, LLC | 0.09% | No change | 6,164 | $285K |
| Gotham Asset Management | 0.00% | New | 6,161 | $285K |
| a16z Perennial Management, L.P. | 0.02% | Add +9.1% | 6,159 | $285K |
| Cozad Asset Management Inc. | 0.02% | No change | 6,130 | $284K |
| Granite Group Advisors, LLC | 0.16% | Reduce -5.2% | 6,104 | $283K |
| Greykasell Wealth Strategies, Inc. | 0.11% | No change | 6,044 | $280K |
| Soltis Investment Advisors LLC | 0.02% | Add +15.1% | 5,988 | $277K |
| Janney Capital Management LLC | 0.02% | Add +7.1% | 5,987 | $277K |
| Integrated Investment Consultants, LLC | 0.05% | No change | 5,981 | $277K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.3% | 5,876 | $272K |
| SCS Capital Management LLC | 0.00% | No change | 5,831 | $270K |
| PICTET BANK & TRUST Ltd | 0.32% | No change | 5,758 | $269K |
| Syverson Strege & Co | 0.06% | Reduce -2.3% | 5,741 | $266K |
| FourThought Financial Partners, LLC | 0.02% | New | 5,680 | $263K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 5,668 | $262K |
| Aire Advisors, LLC | 0.05% | Add +0.0% | 5,618 | $260K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.7% | 5,560 | $257K |
| National Philanthropic Trust | 0.00% | Add +5.5% | 5,499 | $255K |
| FLC Capital Advisors | 0.05% | Reduce -4.0% | 5,468 | $253K |
| Cheviot Value Management, LLC | 0.02% | Reduce -8.2% | 5,119 | $246K |
| Moneco Advisors, LLC | 0.02% | New | 5,283 | $245K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -1.1% | 5,282 | $245K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 5,281 | $245K |
| Mgo One Seven LLC | 0.01% | Add +0.7% | 5,260 | $244K |
| Genus Capital Management Inc. | 0.03% | Reduce -20.7% | 5,250 | $243K |
| SG Trading Solutions, LLC | 0.06% | — | 5,218 | $242K |
| HSBC Holdings PLC | 0.00% | Reduce -99.7% | 5,204 | $242K |
| Harbour Investments, Inc. | 0.00% | Add +107.2% | 5,217 | $242K |
| Brown Miller Wealth Management, LLC | 0.07% | No change | 5,176 | $240K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +27.2% | 5,138 | $240K |
| Interchange Capital Partners, LLC | 0.04% | New | 5,104 | $236K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -30.9% | 5,103 | $236K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.3% | 5,068 | $235K |
| Banco Santander, S.A. | 0.00% | Reduce -82.5% | 5,049 | $234K |
| Welch & Forbes LLC | 0.00% | No change | 5,008 | $232K |
| Walleye Capital LLC | 0.00% | Reduce -58.6% | 4,981 | $231K |
| Riversedge Advisors, LLC | 0.04% | Reduce -5.7% | 4,955 | $229K |
| Rothschild Investment LLC | 0.01% | Reduce -0.1% | 4,946 | $229K |
| Foster Group, Inc. | 0.01% | New | 4,924 | $228K |
| Sapient Capital LLC | 0.00% | New | 4,903 | $228K |
| Stronghold Wealth Management L.L.C. | 0.34% | — | 4,901 | $227K |
| Financial Perspectives, Inc | 0.06% | No change | 4,894 | $227K |
| Banque Transatlantique SA | 0.01% | No change | 4,847 | $226K |
| American Trust | 0.02% | New | 4,879 | $226K |
| Sowell Financial Services LLC | 0.01% | New | 4,868 | $225K |
| Advisory Services Network, LLC | 0.00% | Add +13.4% | 4,836 | $224K |
| Capital Investment Advisors, LLC | 0.00% | New | 4,834 | $224K |
| Aspen Grove Capital, LLC | 0.04% | Reduce -8.3% | 4,828 | $224K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -93.0% | 4,817 | $223K |
| Granville Capital, Inc. | 0.12% | — | 4,803 | $222K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.06% | Add +11.8% | 4,750 | $221K |
| Independence Bank of Kentucky | 0.03% | Add +3.6% | 4,766 | $221K |
| Summit Financial, LLC | 0.00% | Reduce -26.1% | 4,729 | $219K |
| 55 North Private Wealth, LLC | 0.06% | — | 4,659 | $216K |
| Tranquilli Financial Advisor LLC | 0.12% | New | 4,621 | $214K |
| SYM FINANCIAL Corp | 0.02% | New | 4,597 | $213K |
| SVB Wealth LLC | 0.01% | New | 4,595 | $213K |
| Choate Investment Advisors | 0.00% | New | 4,546 | $211K |
| Titleist Asset Management, LLC | 0.02% | New | 4,541 | $210K |
| Fortress Financial Solutions, LLC | 0.21% | New | 4,492 | $208K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -49.6% | 4,489 | $208K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 4,486 | $208K |
| Tiaa Trust, National Association | 0.00% | New | 4,480 | $207K |
| Hilltop National Bank | 0.05% | Add +4.6% | 4,470 | $207K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 4,464 | $207K |
| AlTi Global, Inc. | 0.00% | New | 4,437 | $205K |
| Shelton Capital Management | 0.00% | New | 4,435 | $205K |
| Earned Wealth Advisors, LLC | 0.01% | New | 4,409 | $204K |
| IFP Advisors, Inc | 0.00% | Add +28.4% | 4,154 | $192K |
| Itau Unibanco Holding S.A. | 0.00% | New | 3,916 | $181K |
| UMB Bank, n.a. | 0.00% | Reduce -2.0% | 3,828 | $177K |
| Bayforest Capital Ltd | 0.12% | New | 3,508 | $162K |
| Allianz SE | 0.00% | No change | 3,390 | $158K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -1.7% | 3,144 | $146K |
| Creative Financial Designs Inc. | 0.01% | Add +0.0% | 2,869 | $133K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -3.0% | 2,667 | $124K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -0.4% | 2,641 | $122K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,564 | $119K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,403 | $111K |
| Fifth Third Bancorp | 0.00% | Reduce -4.6% | 2,293 | $106K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,095 | $99K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 2,109 | $98K |
| Activest Wealth Management | 0.02% | No change | 2,000 | $93K |
| Berbice Capital Management LLC | 0.04% | Add +6.7% | 1,600 | $74K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +25.7% | 1,590 | $74K |
| NFSG Corp | 0.01% | No change | 1,575 | $73K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.3% | 1,463 | $68K |
| Sound Income Strategies, LLC | 0.00% | Add +154.1% | 1,367 | $65K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,350 | $63K |
| Salomon & Ludwin, LLC | 0.01% | Add +15.8% | 1,297 | $62K |
| GAMMA Investing LLC | 0.00% | No change | 1,300 | $60K |
| Virtus Advisers, LLC | 0.03% | Reduce -36.2% | 1,608 | $59K |
| TD Private Client Wealth LLC | 0.00% | Add +31.1% | 1,244 | $58K |
| YANKCOM Partnership | 0.02% | New | 1,008 | $47K |
| Cornerstone Planning Group LLC | 0.01% | Add +1013.8% | 969 | $46K |
| Bayban | 0.04% | — | 1,000 | $46K |
| Community Bank, N.A. | 0.01% | No change | 1,000 | $46K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,000 | $46K |
| McIlrath & Eck, LLC | 0.00% | No change | 991 | $46K |
| Cape Investment Advisory, Inc. | 0.01% | Add +34.1% | 971 | $45K |
| Fairscale Capital, LLC | 0.03% | No change | 969 | $45K |
| Smithfield Trust Co | 0.00% | No change | 900 | $44K |
| SHP Wealth Management | 0.00% | — | 903 | $42K |
| Larson Financial Group LLC | 0.00% | Add +6.7% | 876 | $41K |
| Prosperity Bancshares Inc | 0.04% | — | 870 | $40K |
| MAI Capital Management | 0.00% | Add +28.9% | 799 | $37K |
| Robinswood Financial LLC | 0.01% | No change | 798 | $37K |
| Key Financial Inc | 0.01% | No change | 773 | $36K |
| Addison Advisors LLC | 0.01% | Reduce -19.0% | 711 | $33K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 700 | $32K |
| Navalign, LLC | 0.01% | New | 688 | $32K |
| MidFirst Bank | 0.00% | — | 658 | $30K |
| Private Trust Co. NA | 0.00% | Reduce -25.6% | 635 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -41.5% | 630 | $29K |
| Huntington National Bank | 0.00% | Add +4.9% | 595 | $28K |
| Clean Yield Group | 0.01% | No change | 591 | $27K |
| Highline Wealth Partners LLC | 0.01% | Add +10.3% | 579 | $27K |
| SageView Advisory Group, LLC | 0.00% | New | 522 | $24K |
| WealthCollab, LLC | 0.01% | No change | 509 | $24K |
| Zions Bancorporation, National Association | 0.00% | No change | 501 | $23K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 497 | $23K |
| Redmont Wealth Advisors LLC | 0.03% | No change | 475 | $22K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 472 | $22K |
| Lavaca Capital LLC | 0.00% | No change | 460 | $21K |
| GW&K Investment Management, LLC | 0.00% | No change | 464 | $21K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 447 | $21K |
| SJS Investment Consulting Inc. | 0.00% | New | 441 | $20K |
| Triumph Capital Management | 0.00% | New | 439 | $20K |
| True Wealth Design, LLC | 0.01% | Reduce -26.5% | 429 | $20K |
| Union Savings Bank | 0.01% | — | 410 | $19K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 400 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Add +153.9% | 391 | $18K |
| Bullock Wealth Management Group | 0.01% | — | 383 | $18K |
| Raffa Wealth Management, LLC | 0.00% | Add +19.8% | 376 | $17K |
| Financial Management Professionals, Inc. | 0.00% | No change | 374 | $17K |
| Hanson & Doremus Investment Management | 0.00% | No change | 339 | $16K |
| Financial Consulate, Inc. | 0.00% | Add +25.2% | 318 | $15K |
| Sterling Capital Management LLC | 0.00% | No change | 315 | $15K |
| Montag A & Associates Inc. | 0.00% | Reduce -12.0% | 301 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 281 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Add +493.6% | 279 | $13K |
| United Financial Planning Group LLC | 0.01% | New | 244 | $11K |
| Abound Wealth Management | 0.00% | Add +23.0% | 241 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -3.7% | 235 | $11K |
| Winch Advisory Services, LLC | 0.00% | No change | 233 | $11K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $10K |
| Ancora Advisors LLC | 0.00% | New | 218 | $10K |
| CX Institutional | 0.00% | No change | 224 | $10K |
| Roxbury Financial LLC | 0.01% | No change | 205 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 200 | $9K |
| Westend Capital Management, LLC | 0.00% | No change | 199 | $9K |
| Cornerstone Financial Management LLC | 0.01% | — | 198 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 195 | $9K |
| Albion Financial Group | 0.00% | No change | 188 | $9K |
| Manchester Capital Management LLC | 0.00% | Add +200.0% | 186 | $9K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -3.1% | 185 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 183 | $8K |
| Manning & Napier Advisors LLC | 0.00% | New | 175 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 175 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -3.0% | 192 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +33.6% | 163 | $8K |
| Signature Equity Partners, LLC | 0.00% | — | 162 | $8K |
| Wealth Watch Advisors, INC | 0.00% | No change | 152 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 151 | $7K |
| Bravera Wealth | 0.00% | — | 146 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | New | 146 | $7K |
| FWL Investment Management, LLC | 0.00% | Reduce -34.7% | 143 | $7K |
| Barclays PLC | 0.00% | Reduce -82.3% | 141 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +27.8% | 138 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -24.4% | 136 | $6K |
| ORG Partners LLC | 0.00% | No change | 135 | $6K |
| LRI Investments, LLC | 0.00% | No change | 134 | $6K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 133 | $6K |
| Stephens Consulting, LLC | 0.00% | New | 132 | $6K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 134 | $6K |
| Quaker Wealth Management, LLC | 0.00% | New | 126 | $6K |
| Copeland Capital Management, LLC | 0.00% | No change | 126 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 120 | $6K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 118 | $5K |
| First Pacific Financial | 0.00% | Reduce -11.1% | 112 | $5K |
| Stone House Investment Management, LLC | 0.00% | Add +404.6% | 111 | $5K |
| North Star Investment Management Corp. | 0.00% | Add +738.5% | 109 | $5K |
| Rakuten Securities, Inc. | 0.00% | New | 100 | $5K |
| Kozak & Associates, Inc. | 0.00% | No change | 96 | $5K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 96 | $4K |
| Valley Wealth Managers, Inc. | 0.00% | New | 96 | $4K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.7% | 93 | $4K |
| Grove Bank & Trust | 0.00% | New | 92 | $4K |
| IMA Advisory Services, Inc. | 0.00% | New | 90 | $4K |
| 2UniFi Bank | 0.00% | No change | 100 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +2.4% | 84 | $4K |
| Elyxium Wealth, LLC | 0.00% | New | 76 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 69 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 68 | $3K |
| MCF Advisors LLC | 0.00% | New | 66 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 65 | $3K |
| Avion Wealth | 0.00% | No change | 65 | $3K |
| Basepoint Wealth LLC | 0.00% | New | 56 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 55 | $3K |
| American Capital Advisory, LLC | 0.00% | Add +15.2% | 53 | $2K |
| SWAN Capital LLC | 0.00% | No change | 48 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 46 | $2K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 44 | $2K |
| Coston, McIsaac & Partners | 0.00% | New | 52 | $2K |
| Advocate Investing Services LLC | 0.00% | — | 40 | $2K |
| Sankala Group LLC | 0.00% | — | 44 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 38 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 36 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 35 | $2K |
| First Horizon Corp. | 0.00% | New | 35 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.1% | 35 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 30 | $1K |
| TD Capital Management LLC | 0.00% | New | 29 | $1K |
| Caitlin John, LLC | 0.00% | No change | 27 | $1K |
| CENTRAL TRUST Co | 0.00% | Add +15.0% | 23 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 34 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 20 | $926 |
| Crewe Advisors LLC | 0.00% | No change | 17 | $788 |
| Rossby Financial, LCC | 0.00% | New | 17 | $787 |
| Kilter Group LLC | 0.00% | Reduce -73.1% | 14 | $649 |
| Monetary Solutions, Ltd | 0.00% | — | 8 | $370 |
| Truvestments Capital LLC | 0.00% | No change | 6 | $278 |
| Toth Financial Advisory Corp. | 0.00% | New | 3 | $139 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 2 | $93 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 1 | $46 |
| Kingdom Financial Group LLC. | 0.00% | New | 1 | $31 |
| Forsta Ap-Fonden | 0.00% | Reduce -0.2% | 668,012 | $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.