UBS Group AG-RegUBS
13F holders, Q1 2026 (March 31)687holders −7
84new positions
88sold out
10famous investors
$38.54avg. 13F price*
At the end of Q1 2026, 687 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, down 7 from Q4 2025. 84 opened new positions and 88 sold out. The largest holders were UBS Group AG ($4.2B), Vanguard Capital Management LLC ($3.8B) and Massachusetts Financial Services Co. ($2.6B). 10 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $123.7M |
| Exits | 88 | $804.5M |
All 13F filers, Q4 2025 → Q1 2026: 54,416,628 shares bought and 131,211,202 shares sold, net −76,794,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 687 holders
| UBS Group AG | 0.74% | Reduce -23.9% | 106,890,182 | $4.2B |
| Vanguard Capital Management LLC | 0.09% | — | 97,263,943 | $3.8B |
| Massachusetts Financial Services Co. | 0.88% | Reduce -4.5% | 65,542,061 | $2.6B |
| Fisher Asset Management | 0.88% | Add +3.1% | 66,074,238 | $2.6B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.72% | Add +14.4% | 56,674,567 | $2.2B |
| FMR LLC | 0.11% | Reduce -7.3% | 53,883,732 | $2.1B |
| Wellington Management Group LLP | 0.36% | Reduce -13.4% | 49,920,657 | $1.9B |
| Cevian Capital II GP LTD | 60.29% | No change | 48,117,675 | $1.9B |
| Pictet Asset Management Holding SA | 1.44% | Reduce -0.9% | 35,591,624 | $1.4B |
| Dodge & Cox | 0.72% | Reduce -0.1% | 33,644,642 | $1.3B |
| Deutsche Bank AG | 0.41% | Add +7.8% | 31,922,626 | $1.2B |
| Vanguard Fiduciary Trust Co. | 0.27% | — | 27,510,543 | $1.1B |
| JPMorgan Chase & Co. | 0.07% | Reduce -32.1% | 27,434,247 | $1.0B |
| Capital World Investors | 0.13% | Reduce -37.2% | 23,495,846 | $913.5M |
| Amundi | 0.25% | Add +16.9% | 23,294,847 | $910.1M |
| Legal & General Group Plc | 0.21% | Reduce -0.9% | 23,402,544 | $895.0M |
| Pzena Investment Management LLC | 2.65% | Reduce -10.8% | 26,544,355 | $815.7M |
| Arrowstreet Capital, Limited Partnership | 0.39% | Add +7.5% | 18,850,928 | $728.3M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -15.1% | 15,344,986 | $599.5M |
| Vontobel Holding Ltd. | 2.00% | Add +8.9% | 15,126,281 | $581.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.47% | — | 14,112,416 | $550.3M |
| Nuveen, LLC | 0.12% | Reduce -1.6% | 11,227,404 | $431.8M |
| Bank of America Corp. | 0.03% | Reduce -9.8% | 9,654,984 | $377.2M |
| Ninety One UK Ltd | 0.77% | Reduce -1.6% | 8,687,978 | $332.3M |
| Canada Pension Plan Investment Board | 0.20% | Reduce -9.4% | 7,956,822 | $305.9M |
| Morgan Stanley | 0.02% | Add +1.4% | 7,763,223 | $303.3M |
| Caisse Des Depots Et Consignations | 4.93% | Reduce -1.4% | 7,812,061 | $298.8M |
| Russell Investments Group, Ltd. | 0.32% | Reduce -8.0% | 7,738,898 | $295.4M |
| Qube Research & Technologies Ltd | 0.42% | Add +256.7% | 7,612,542 | $292.9M |
| Banque Cantonale Vaudoise | 10.28% | Add +6.0% | 7,141,370 | $273.1M |
| Bank of New York Mellon Corp | 0.05% | Reduce -3.6% | 6,502,710 | $254.1M |
| Allianz Asset Management GmbH | 0.27% | Reduce -2.3% | 6,194,747 | $236.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.71% | Add +7.2% | 6,114,163 | $235.7M |
| Citigroup Inc. | 0.15% | Reduce -1.0% | 5,959,083 | $227.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.21% | Add +18.2% | 5,845,369 | $223.9M |
| WCM Investment Management, LLC | 0.49% | Add +12.3% | 5,850,200 | $214.5M |
| Compagnie Lombard Odier SCmA | 2.48% | Reduce -2.0% | 5,272,070 | $201.6M |
| Franklin Resources Inc. | 0.05% | Add +4.0% | 5,101,601 | $199.0M |
| Janus Henderson Group PLC | 0.09% | Reduce -24.3% | 5,193,433 | $198.5M |
| M&G PLC | 1.03% | Add +10.7% | 4,980,760 | $193.2M |
| AQR Capital Management | 0.08% | Add +572.1% | 4,693,103 | $180.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.21% | Add +16.4% | 4,638,662 | $178.4M |
| Northern Trust Corp. | 0.02% | Reduce -0.2% | 4,356,906 | $170.2M |
| DekaBank Deutsche Girozentrale | 0.27% | No change | 4,269,505 | $165.4M |
| Natixis Advisors, LLC | 0.22% | Reduce -4.7% | 4,127,014 | $161.2M |
| Royal Bank of Canada | 0.03% | Reduce -32.5% | 3,935,581 | $153.8M |
| BlackRock, Inc. | 0.00% | Reduce -4.6% | 3,846,436 | $150.3M |
| Royal London Asset Management Ltd. | 0.29% | Reduce -0.5% | 3,515,878 | $137.4M |
| Aviva PLC | 0.23% | Add +0.8% | 3,570,737 | $136.7M |
| LGT Group Foundation | 1.61% | Reduce -6.3% | 3,439,417 | $132.2M |
| Jones Financial Companies LLLP | 0.06% | Add +8400.3% | 3,518,000 | $128.1M |
| CANADA LIFE ASSURANCE Co | 0.22% | Reduce -1.7% | 3,167,175 | $121.4M |
| SIH Partners, LLLP | 3.74% | Add +18.9% | 3,107,111 | $121.4M |
| Jane Street Group, LLC | 0.13% | Add +878.1% | 2,950,369 | $115.3M |
| Acadian Asset Management LLC | 0.16% | Reduce -81.6% | 2,971,356 | $113.6M |
| Public Sector Pension Investment Board | 0.32% | Add +3.5% | 2,542,054 | $101.2M |
| TD Asset Management Inc | 0.08% | Add +122.0% | 2,551,370 | $98.4M |
| Invesco Ltd. | 0.01% | Add +10.8% | 2,432,381 | $95.0M |
| Bank of Montreal | 0.04% | Add +12.2% | 2,461,029 | $94.6M |
| Public Employees Retirement System of Ohio | 0.30% | Reduce -2.8% | 2,392,368 | $92.0M |
| Border to Coast Pensions Partnership Ltd | 1.49% | No change | 2,307,000 | $88.5M |
| Korea Investment CORP | 0.18% | Reduce -5.9% | 2,279,366 | $87.2M |
| Captrust Financial Advisors | 0.14% | Reduce -0.1% | 2,096,407 | $81.9M |
| Generali Asset Management SPA SGR | 1.70% | Add +7.0% | 2,653,910 | $81.6M |
| American Century Companies Inc. | 0.04% | Add +13.1% | 2,021,616 | $79.0M |
| Moore Capital Management, LP | 3.12% | Reduce -7.2% | 2,039,599 | $78.3M |
| State of Tennessee, Department of Treasury | 0.25% | Add +5.2% | 1,936,941 | $74.1M |
| Exane Asset Management | 13.62% | Add +183.0% | 1,883,385 | $66.7M |
| FIL Ltd | 0.05% | Reduce -19.4% | 1,665,021 | $64.9M |
| Ameriprise Financial Inc. | 0.02% | Add +45.7% | 1,663,816 | $64.8M |
| Banque Pictet & Cie SA | 0.74% | Add +9.6% | 1,665,074 | $63.7M |
| Vanguard Investments Australia, Ltd. | 0.18% | — | 1,578,711 | $61.6M |
| Susquehanna International Group, LLP | 0.08% | Add +7222.3% | 1,565,660 | $61.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.4% | 1,503,490 | $58.7M |
| ABN AMRO Bank N.V. | 0.61% | Reduce -22.3% | 1,470,238 | $56.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.28% | Add +3.2% | 1,410,094 | $53.9M |
| Brandes Investment Partners, LP | 0.38% | Reduce -0.3% | 1,368,472 | $53.5M |
| Life Cycle Investment Partners Ltd | 0.34% | Add +13.7% | 1,719,019 | $52.8M |
| D. E. Shaw & Co. | 0.04% | Add +3.9% | 1,317,954 | $51.5M |
| ASR Vermogensbeheer N.V. | 0.59% | Add +52.5% | 1,317,110 | $50.4M |
| Crocodile Capital Partners GmbH | 35.45% | Add +9.3% | 1,170,000 | $49.6M |
| Patient Capital Management, LLC | 1.81% | Add +4.6% | 1,241,955 | $48.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -12.7% | 1,234,642 | $47.5M |
| Vanguard Global Advisers, LLC | 0.03% | — | 1,208,363 | $47.1M |
| Rathbones Group PLC | 0.19% | Add +1.0% | 1,220,034 | $46.7M |
| State of Wisconsin Investment Board | 0.10% | Reduce -7.6% | 1,164,155 | $44.5M |
| SEB Asset Management AB | 0.19% | — | 1,159,090 | $44.3M |
| J. Safra Sarasin Holding AG | 0.71% | Reduce -3.0% | 1,086,608 | $41.5M |
| Credit Agricole S A | 0.12% | Reduce -46.8% | 932,556 | $36.4M |
| EFG International AG | 0.76% | Add +69.6% | 892,831 | $34.9M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -18.5% | 865,820 | $33.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.4% | 616,815 | $28.6M |
| Mackenzie Financial Corp. | 0.03% | Reduce -22.9% | 714,894 | $27.5M |
| GAM Holding AG | 2.36% | Reduce -31.1% | 702,763 | $26.9M |
| Renaissance Technologies | 0.04% | Add +232.5% | 686,991 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 686,017 | $26.8M |
| Citadel Advisors | 0.02% | Add +709.7% | 677,062 | $26.5M |
| Channing Global Advisors, LLC | 15.32% | Reduce -0.1% | 684,783 | $26.2M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 653,613 | $25.5M |
| Haven Global Partners, LLC | 23.69% | Reduce -1.6% | 658,608 | $25.2M |
| Edmond DE Rothschild Holding S.A. | 0.36% | Add +20.0% | 652,816 | $25.1M |
| Levin Capital Strategies, L.P. | 1.88% | Reduce -3.9% | 633,487 | $24.8M |
| Systrade AG | 16.45% | Add +0.4% | 627,300 | $24.5M |
| Gemsstock Ltd. | 2.55% | New | 630,741 | $24.2M |
| Quantinno Capital Management LP | 0.04% | Add +30.4% | 618,683 | $24.2M |
| Point72 Asset Management | 0.04% | Add +233.2% | 581,139 | $22.7M |
| ANTIPODES PARTNERS Ltd | 0.43% | Reduce -34.1% | 587,054 | $22.5M |
| Fiera Capital Corp | 0.08% | Reduce -0.1% | 571,944 | $22.3M |
| Zurich Insurance Group Ltd | 0.17% | Reduce -31.8% | 579,963 | $22.2M |
| Stifel Financial Corp. | 0.02% | Add +1.2% | 560,647 | $21.9M |
| Mediolanum International Funds Ltd | 0.23% | Add +8.8% | 588,312 | $21.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.9% | 531,870 | $20.8M |
| GMO | 0.05% | Add +1325.2% | 533,634 | $20.4M |
| USS Investment Management Ltd | 0.09% | Add +1.1% | 521,884 | $20.1M |
| Baker Avenue Asset Management, LP | 0.45% | Add +1.3% | 509,573 | $19.9M |
| Millennium Management | 0.02% | Add +126.0% | 504,544 | $19.7M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.28% | Add +29.4% | 490,514 | $18.8M |
| Worldquant Millennium Advisors LLC | 0.07% | Reduce -5.2% | 487,964 | $18.7M |
| O'shaughnessy Asset Management, LLC | 0.09% | Reduce -0.5% | 464,525 | $18.1M |
| Two Sigma Investments, LP | 0.01% | Add +193.6% | 412,655 | $16.1M |
| LGT Fund Management Co Ltd. | 0.69% | Add +41.2% | 415,512 | $16.0M |
| Voya Investment Management LLC | 0.02% | Reduce -4.1% | 401,569 | $15.4M |
| Gator Capital Management, LLC | 3.17% | Add +625.2% | 380,240 | $14.9M |
| Creative Planning | 0.01% | Add +6.4% | 379,936 | $14.8M |
| Great Lakes Advisors, LLC | 0.12% | Reduce -40.1% | 366,164 | $14.3M |
| Lazard Asset Management LLC | 0.02% | Add +25.5% | 370,444 | $14.2M |
| Gardner Lewis Asset Management L P | 3.08% | Reduce -1.2% | 363,525 | $14.2M |
| Pictet North America Advisors SA | 1.40% | No change | 369,855 | $14.1M |
| Maryland State Retirement & Pension System | 0.28% | Add +7.3% | 355,549 | $13.7M |
| Andra AP-fonden | 0.16% | Add +578.5% | 442,119 | $13.6M |
| RBF Capital, LLC | 0.65% | No change | 340,000 | $13.3M |
| Cibc World Market Inc. | 0.02% | Reduce -86.3% | 337,853 | $13.0M |
| Prudential PLC | 0.09% | Reduce -4.3% | 323,030 | $12.4M |
| Baader Bank Aktiengesellschaft | 1.22% | Reduce -10.8% | 321,846 | $12.4M |
| PDT Partners, LLC | 0.69% | No change | 305,288 | $11.7M |
| LPL Financial LLC | 0.00% | Add +5.9% | 299,837 | $11.7M |
| MetLife Investment Management, LLC | 0.06% | Add +4.8% | 300,243 | $11.5M |
| Neuberger Berman Group LLC | 0.01% | Add +43.4% | 295,357 | $11.4M |
| Contravisory Investment Management, Inc. | 2.33% | Reduce -6.1% | 290,546 | $11.4M |
| Chilton Investment Co. Inc. | 0.26% | Add +15.7% | 285,184 | $11.1M |
| Tudor Investment Corporation | 0.06% | New | 276,001 | $10.8M |
| Henry James International Management Inc. | 3.84% | Reduce -20.2% | 272,394 | $10.6M |
| BNP Paribas Financial Markets | 0.01% | Add +5073.3% | 262,183 | $10.2M |
| Assenagon Asset Management S.A. | 0.02% | Add +2.9% | 259,293 | $9.9M |
| Caisse de depot et placement du Quebec | 0.02% | New | 249,268 | $9.5M |
| Value Partners Investments Inc. | 0.72% | No change | 240,090 | $9.4M |
| Promethos Capital, LLC | 2.45% | Add +0.2% | 233,095 | $9.1M |
| Victory Capital Management Inc. | 0.01% | New | 294,057 | $9.0M |
| Mariner, LLC | 0.01% | Add +4.8% | 227,767 | $8.9M |
| Groupama Asset Managment | 0.13% | Add +87.9% | 288,118 | $8.9M |
| Crossmark Global Holdings, Inc. | 0.13% | Reduce -5.8% | 226,138 | $8.8M |
| Pathstone Holdings, LLC | 0.03% | Reduce -2.1% | 219,224 | $8.5M |
| Cerity Partners LLC | 0.01% | Add +34.2% | 214,375 | $8.4M |
| Intech Investment Management LLC | 0.08% | Add +20.1% | 218,432 | $8.4M |
| RPg Family Wealth Advisory, LLC | 1.71% | Reduce -1.2% | 209,548 | $8.2M |
| Walleye Capital LLC | 0.05% | Add +3902.9% | 199,385 | $7.8M |
| Osmosis Investment Management UK Ltd | 0.21% | Add +47.9% | 201,332 | $7.7M |
| Squarepoint Ops LLC | 0.02% | New | 194,260 | $7.6M |
| Ingalls & Snyder LLC | 0.27% | Add +6.5% | 193,936 | $7.6M |
| First Trust Advisors LP | 0.01% | Add +16.8% | 185,459 | $7.2M |
| M&T Bank Corp | 0.02% | Reduce -4.2% | 183,597 | $7.2M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Reduce -7.7% | 176,322 | $6.9M |
| Sei Investments Co. | 0.01% | Add +6.4% | 176,266 | $6.9M |
| QRG Capital Management, Inc. | 0.07% | Add +5.8% | 168,735 | $6.6M |
| Elevation Point Wealth Partners, LLC | 0.15% | Add +11.6% | 166,156 | $6.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.14% | Reduce -4.2% | 166,043 | $6.5M |
| Inspire Trust Co, N.A. | 0.97% | Add +23.1% | 160,000 | $6.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +666.7% | 154,291 | $6.1M |
| Ritholtz Wealth Management | 0.11% | Reduce -0.1% | 155,238 | $6.1M |
| Campbell & CO Investment Adviser LLC | 0.34% | New | 151,341 | $5.9M |
| Triasima Portfolio Management inc. | 0.88% | Add +2.7% | 148,260 | $5.8M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.28% | Reduce -23.8% | 150,646 | $5.8M |
| NatWest Group plc | 1.25% | Add +6.6% | 147,921 | $5.8M |
| PEAK6 LLC | 0.17% | New | 147,224 | $5.8M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +56.0% | 143,584 | $5.6M |
| Banco Santander, S.A. | 0.05% | Add +2691.8% | 140,956 | $5.6M |
| Alberta Investment Management Corp | 0.04% | Reduce -16.2% | 142,510 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +6.1% | 139,466 | $5.4M |
| Callan Family Office, LLC | 0.12% | Add +1.3% | 139,309 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +2.5% | 138,003 | $5.4M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -20.0% | 134,305 | $5.2M |
| Clearbridge Investments, LLC | 0.00% | Add +2.4% | 137,752 | $5.2M |
| Helios Capital Management Pte. Ltd. | 5.50% | No change | 136,000 | $5.2M |
| Ninety One North America, Inc. | 0.23% | Add +0.7% | 135,267 | $5.2M |
| Quantbot Technologies LP | 0.20% | Add +191.8% | 127,877 | $5.0M |
| Gradient Investments LLC | 0.08% | Add +177.8% | 127,288 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.2% | 127,057 | $5.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 123,796 | $4.8M |
| Simplex Trading, LLC | 0.15% | Add +130.7% | 122,318 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -3.2% | 116,827 | $4.6M |
| Platinum Investment Management Ltd. | 1.13% | No change | 117,507 | $4.5M |
| Bessemer Group Inc. | 0.01% | Add +88.5% | 114,202 | $4.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -17.4% | 115,794 | $4.4M |
| US Bancorp \de | 0.01% | Add +5.4% | 110,833 | $4.3M |
| Timber Creek Capital Management LLC | 1.03% | Reduce -3.7% | 109,157 | $4.3M |
| Quadrant Capital Group LLC | 0.13% | Add +1.3% | 108,930 | $4.3M |
| Plato Investment Management Ltd | 0.28% | Reduce -10.1% | 108,726 | $4.2M |
| Assetmark, Inc. | 0.01% | Add +31.1% | 102,252 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.9% | 97,508 | $3.8M |
| Bank Pictet & Cie (Europe) AG | 0.08% | Add +2.7% | 98,734 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -15.7% | 94,882 | $3.7M |
| Corient Private Wealth LP | 0.01% | Reduce -0.4% | 110,065 | $3.5M |
| Karl Kapital LLC | 2.41% | New | 88,866 | $3.5M |
| CenterBook Partners LP | 0.18% | New | 86,515 | $3.4M |
| Metis Global Partners, LLC | 0.08% | Reduce -11.7% | 86,461 | $3.3M |
| Independent Advisor Alliance | 0.04% | Reduce -1.8% | 84,676 | $3.3M |
| Highland Capital Management, LLC | 0.17% | Reduce -0.4% | 83,961 | $3.3M |
| Walleye Trading LLC | 0.07% | Add +196.2% | 81,498 | $3.2M |
| Bleakley Financial Group, LLC | 0.05% | Add +25.2% | 80,450 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | New | 80,255 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.7% | 80,207 | $3.1M |
| Signaturefd, LLC | 0.05% | Add +0.1% | 79,895 | $3.1M |
| Landesbank Baden-Wuerttemberg | 0.63% | Add +13.4% | 79,900 | $3.1M |
| Old Mission Capital LLC | 0.07% | New | 74,367 | $3.0M |
| Ethic Inc. | 0.05% | Add +71.4% | 76,099 | $3.0M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.3% | 75,651 | $3.0M |
| HRT Financial LP | 0.01% | Add +455.0% | 75,306 | $2.9M |
| Group One Trading LLC | 0.10% | Add +7.2% | 75,092 | $2.9M |
| Equitable Trust Co. | 0.14% | Add +1.9% | 75,009 | $2.9M |
| ARGA Investment Management, LP | 0.10% | Reduce -19.2% | 75,301 | $2.9M |
| Credit Industriel Et Commercial | 0.50% | Add +365.1% | 74,087 | $2.8M |
| Vident Advisory, LLC | 0.02% | Add +4.6% | 72,782 | $2.8M |
| BTC Capital Management, Inc. | 0.19% | Add +26.1% | 72,621 | $2.8M |
| Permanent Capital Management, LP | 0.44% | Reduce -4.4% | 64,477 | $2.8M |
| Cloverfields Capital Group, LP | 0.91% | Add +0.5% | 72,127 | $2.8M |
| Stamos Capital Partners, L.P. | 0.43% | Add +50.8% | 70,376 | $2.7M |
| Advisors Capital Management, LLC | 0.03% | Add +7.7% | 69,956 | $2.7M |
| Alaethes Wealth, LLC | 0.79% | Add +0.2% | 69,843 | $2.7M |
| Ieq Capital, LLC | 0.01% | Add +32.9% | 69,672 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +135.7% | 69,370 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1338.3% | 69,282 | $2.7M |
| Banque Transatlantique SA | 0.06% | Add +1349.0% | 70,235 | $2.7M |
| Choreo, LLC | 0.03% | Reduce -0.8% | 69,065 | $2.7M |
| IMC-Chicago, LLC | 0.04% | New | 67,609 | $2.6M |
| Mitchell Capital Management Co. | 0.48% | Reduce -29.5% | 67,377 | $2.6M |
| Groupe la Francaise | 0.04% | Reduce -23.0% | 66,548 | $2.5M |
| Trivant Custom Portfolio Group, LLC | 1.38% | Add +0.3% | 64,462 | $2.5M |
| Altman Advisors, Inc. | 1.02% | Reduce -9.7% | 63,194 | $2.5M |
| HSBC Holdings PLC | 0.00% | Add +1108.5% | 62,889 | $2.4M |
| Wealth Alliance Advisory Group, LLC | 0.38% | Reduce -0.8% | 60,960 | $2.4M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -70.9% | 60,840 | $2.4M |
| Orca Wealth Management, LLC | 1.66% | Reduce -0.6% | 59,800 | $2.3M |
| TrueMark Investments, LLC | 0.45% | Reduce -28.1% | 58,794 | $2.3M |
| Opal Capital LLC | 0.41% | Reduce -28.5% | 58,794 | $2.3M |
| Vise Technologies, Inc. | 0.04% | No change | 48,911 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +51.3% | 56,831 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +7.3% | 55,049 | $2.2M |
| South Shore Capital Advisors | 1.59% | New | 56,737 | $2.2M |
| Bellecapital International Ltd. | 0.39% | New | 56,150 | $2.2M |
| Cigna Investments Inc. | 0.33% | Reduce -0.3% | 56,287 | $2.2M |
| Marex Group Ltd | 0.02% | Add +3.3% | 53,085 | $2.1M |
| Legacy Wealth Asset Management, LLC | 0.50% | Reduce -3.7% | 52,568 | $2.1M |
| Mitchell & Pahl Private Wealth, LLC | 0.81% | Reduce -1.1% | 51,200 | $2.0M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -21.7% | 51,008 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +52.4% | 50,106 | $2.0M |
| Cim, LLC | 0.28% | Add +0.7% | 50,095 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +24.5% | 49,018 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -25.4% | 47,677 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -64.4% | 47,087 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Reduce -31.0% | 46,698 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | No change | 45,665 | $1.8M |
| XTX Topco Ltd | 0.03% | New | 45,515 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -4.8% | 45,318 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Add +190.6% | 45,249 | $1.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 45,238 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.1% | 42,534 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.8% | 42,271 | $1.7M |
| Compound Planning, Inc. | 0.05% | Reduce -1.3% | 41,095 | $1.6M |
| Cullinan Associates Inc. | 0.13% | Add +39.3% | 40,407 | $1.6M |
| Winning Points Advisors, LLC | 1.57% | Reduce -0.1% | 39,725 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | Add +140.0% | 40,104 | $1.6M |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 39,597 | $1.5M |
| Ballentine Partners, LLC | 0.02% | Add +1.7% | 39,296 | $1.5M |
| Havemeyer Place LP | 0.18% | Add +67.4% | 39,216 | $1.5M |
| Abacus Wealth Partners, LLC | 0.13% | Reduce -16.1% | 37,369 | $1.5M |
| Aquatic Capital Management LLC | 0.04% | New | 37,276 | $1.5M |
| Baker Ellis Asset Management LLC | 0.17% | Add +0.3% | 37,250 | $1.5M |
| NorthCoast Asset Management LLC | 0.03% | Add +4.1% | 36,814 | $1.4M |
| Kathmere Capital Management, LLC | 0.09% | Add +4.7% | 36,805 | $1.4M |
| Factory Mutual Insurance Co. | 0.02% | Reduce -57.8% | 36,545 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +12.3% | 35,698 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | New | 35,230 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -15.6% | 34,683 | $1.4M |
| Caprock Group, LLC | 0.03% | Add +17.4% | 34,308 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -99.1% | 33,751 | $1.3M |
| Morningstar Investment Management LLC | 0.08% | Add +14.5% | 34,188 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -3.3% | 33,999 | $1.3M |
| Gabelli Funds LLC | 0.01% | Reduce -1.8% | 33,750 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +635.7% | 33,025 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 31,982 | $1.2M |
| Barometer Capital Management Inc. | 0.43% | New | 32,800 | $1.2M |
| Legacy Capital Group California, Inc. | 0.47% | Reduce -19.4% | 31,802 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.7% | 31,469 | $1.2M |
| Greenleaf Trust | 0.01% | Reduce -36.3% | 31,046 | $1.2M |
| Bailard, Inc. | 0.03% | Reduce -2.8% | 30,281 | $1.2M |
| Brooklyn Investment Group | 0.04% | Add +35.3% | 29,114 | $1.1M |
| Evelyn Partners Investment Management LLP | 0.03% | Reduce -0.5% | 28,866 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.3% | 28,492 | $1.1M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.06% | New | 28,866 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -12.9% | 27,484 | $1.1M |
| U S Global Investors Inc. | 0.13% | Add +13.5% | 27,800 | $1.1M |
| Future Fund LLC | 0.38% | Add +0.7% | 27,430 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | Reduce -33.9% | 27,325 | $1.1M |
| Keybank National Association | 0.00% | Add +87.5% | 27,118 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +3.2% | 26,220 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +129.6% | 25,874 | $1.0M |
| Fox Run Management, L.L.C. | 0.18% | New | 27,520 | $1.0M |
| Henshaw Capital LLC | 0.04% | Reduce -22.4% | 25,815 | $1.0M |
| Themes Management Co LLC | 0.62% | Add +26.3% | 25,660 | $1.0M |
| University of Texas/Texas Am Investment Management Co. | 0.15% | Add +30.4% | 25,629 | $1.0M |
| &partners | 0.00% | Add +3.5% | 25,592 | $1000K |
| Connable Office Inc. | 0.10% | Reduce -1.1% | 25,143 | $982K |
| Checchi Capital Advisers, LLC | 0.07% | Add +3.0% | 24,571 | $960K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -20.1% | 24,478 | $956K |
| Parallax Volatility Advisers, L.P. | 0.05% | New | 22,107 | $956K |
| GC Wealth Management RIA, LLC | 0.04% | Add +162.7% | 23,946 | $933K |
| Blue Trust, Inc. | 0.01% | Reduce -2.9% | 23,858 | $932K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -8.2% | 23,592 | $922K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -0.5% | 22,795 | $891K |
| Qtron Investments LLC | 0.12% | Reduce -49.8% | 23,088 | $883K |
| CHICAGO TRUST Co NA | 0.14% | Reduce -2.6% | 22,337 | $873K |
| Solstein Capital, LLC | 0.36% | No change | 22,647 | $870K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +63428.6% | 22,235 | $869K |
| Intesa Sanpaolo Wealth Management | 0.21% | Add +16.3% | 22,536 | $866K |
| Versant Capital Management, Inc | 0.09% | Add +21.6% | 22,132 | $865K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.0% | 22,000 | $860K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.9% | 21,976 | $859K |
| Gryphon Financial Partners LLC | 0.09% | Add +9.9% | 21,446 | $838K |
| Syon Capital LLC | 0.04% | Reduce -3.2% | 21,247 | $830K |
| Massachusetts Wealth Management | 0.36% | No change | 21,080 | $824K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.8% | 20,951 | $819K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -21.3% | 20,702 | $809K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.2% | 19,945 | $779K |
| Rehmann Capital Advisory Group | 0.04% | Add +1.2% | 19,902 | $778K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +45.2% | 19,605 | $766K |
| Centennial Bank | 0.27% | No change | 19,927 | $763K |
| Venturi Wealth Management, LLC | 0.03% | Add +61.5% | 19,502 | $762K |
| Flputnam Investment Management Co. | 0.01% | Add +184.7% | 19,462 | $760K |
| SkyView Investment Advisors, LLC | 0.10% | Add +0.5% | 19,431 | $759K |
| Cresset Asset Management, LLC | 0.00% | Add +36.9% | 19,290 | $753K |
| Personal Cfo Solutions, LLC | 0.11% | Add +0.9% | 19,222 | $751K |
| PDS Planning, Inc | 0.05% | Add +2.3% | 18,944 | $740K |
| Pavaki Capital Management LLC | 0.51% | New | 19,000 | $730K |
| Verition Fund Management LLC | 0.01% | New | 18,328 | $716K |
| CenterStar Asset Management, LLC | 0.69% | New | 18,289 | $714K |
| Fred Alger Management, LLC | 0.00% | Reduce -7.4% | 18,087 | $707K |
| Net Worth Advisory Group | 0.14% | Reduce -2.4% | 17,464 | $682K |
| Climber Capital SA | 0.44% | New | 17,618 | $677K |
| Ascent Group, LLC | 0.02% | Add +5.3% | 17,237 | $673K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +10.8% | 17,215 | $673K |
| Viking Fund Management LLC | 0.07% | New | 17,000 | $664K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +12.6% | 16,987 | $664K |
| Impact Capital Partners LLC | 0.20% | Add +1.4% | 16,983 | $664K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.6% | 16,861 | $659K |
| HB Wealth Management, LLC | 0.00% | Add +13.3% | 16,630 | $650K |
| Savant Capital, LLC | 0.00% | Add +22.2% | 16,597 | $648K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 13,990 | $648K |
| Basecamp Wealth Advisors LLC | 0.13% | Reduce -0.0% | 16,352 | $639K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.3% | 16,290 | $636K |
| Parallel Advisors, LLC | 0.01% | Add +4.0% | 16,278 | $636K |
| American Trust Investment Advisors, LLC | 0.35% | Add +44.0% | 16,260 | $635K |
| Citizens Financial Group Inc. | 0.01% | Reduce -14.0% | 16,230 | $634K |
| XY Capital Ltd | 0.69% | New | 16,150 | $631K |
| New Vernon Capital Holdings II LLC | 0.46% | Reduce -13.6% | 16,086 | $628K |
| Liberty One Investment Management, LLC | 0.06% | Add +9.5% | 15,872 | $620K |
| Janney Montgomery Scott LLC | 0.00% | Add +53.6% | 15,056 | $588K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -5.4% | 15,040 | $588K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.6% | 14,993 | $586K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 14,930 | $583K |
| Fideuram Asset Management (Ireland) dac | 0.07% | New | 18,438 | $581K |
| Sivia Capital Partners, LLC | 0.11% | Reduce -33.0% | 14,868 | $581K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -15.3% | 12,033 | $557K |
| Sage Rhino Capital LLC | 0.10% | Add +0.2% | 14,244 | $557K |
| DAVENPORT & Co LLC | 0.00% | Add +6.1% | 14,243 | $556K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +4.7% | 14,222 | $556K |
| Merit Financial Group, LLC | 0.00% | Add +2.7% | 13,924 | $544K |
| swisspartners Advisors Ltd | 0.34% | No change | 14,000 | $535K |
| Trust Point Inc. | 0.05% | Add +19.4% | 13,638 | $533K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 13,506 | $528K |
| Summit Global Investments | 0.03% | Add +114.9% | 13,464 | $526K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -11.7% | 13,293 | $519K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +4.2% | 13,031 | $509K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -16.3% | 12,955 | $506K |
| Northside Capital Management, LLC | 0.04% | Reduce -50.0% | 12,823 | $501K |
| Vigil Wealth Management, LLC | 0.40% | New | 12,700 | $496K |
| Quinn Opportunity Partners LLC | 0.03% | No change | 12,617 | $493K |
| Centiva Capital, LP | 0.02% | New | 12,589 | $492K |
| Sciencast Management LP | 0.06% | New | 12,531 | $490K |
| Smartleaf Asset Management LLC | 0.02% | Add +14.0% | 13,286 | $487K |
| Nilsine Partners, LLC | 0.04% | New | 11,553 | $487K |
| Spire Wealth Management | 0.02% | Reduce -0.1% | 12,270 | $479K |
| Aprio Wealth Management, LLC | 0.03% | Add +6.9% | 12,146 | $475K |
| Evelyn Partners Investment Management Services Ltd | 0.06% | No change | 12,109 | $473K |
| FDx Advisors, Inc. | 0.15% | New | 12,031 | $470K |
| Leuthold Group, LLC | 0.05% | Reduce -2.9% | 11,983 | $468K |
| Corient IA LP | 0.44% | No change | 11,890 | $465K |
| First National Bank of Hutchinson | 0.30% | Reduce -19.6% | 11,890 | $465K |
| My Portfolio Guide, LLC | 0.26% | — | 11,877 | $464K |
| Ossiam | 0.01% | Reduce -83.1% | 12,060 | $461K |
| Quantum Portfolio Management LLC | 0.20% | No change | 11,718 | $458K |
| Seed Wealth Management, Inc. | 0.31% | No change | 11,695 | $457K |
| Root Financial Partners, LLC | 0.02% | Reduce -28.4% | 11,583 | $453K |
| Drive Wealth Management, LLC | 0.10% | Reduce -8.3% | 11,553 | $451K |
| Studio Investment Management LLC | 0.08% | Reduce -0.2% | 11,484 | $449K |
| Cwm, LLC | 0.00% | Add +17.4% | 11,249 | $439K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.4% | 11,143 | $435K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 11,116 | $434K |
| Ninety One SA (Pty) Ltd | 0.02% | Reduce -9.9% | 11,272 | $431K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 10,912 | $426K |
| Stephens Inc. | 0.01% | Reduce -10.6% | 10,848 | $424K |
| D.A. Davidson & Co. | 0.00% | Add +1.0% | 10,831 | $423K |
| D'Orazio & Associates, Inc. | 0.05% | No change | 10,784 | $421K |
| Lanark Financial, Inc. | 0.03% | Reduce -18.6% | 10,748 | $420K |
| Arkadios Wealth Advisors | 0.01% | Add +8.2% | 10,676 | $417K |
| M.E. Allison & Co., Inc. | 0.27% | No change | 10,560 | $413K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -45.9% | 10,609 | $408K |
| Indivisible Partners | 0.04% | Reduce -2.2% | 10,408 | $407K |
| Optas, LLC | 0.06% | Reduce -0.1% | 10,197 | $398K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -21.0% | 10,793 | $396K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.3% | 10,126 | $396K |
| Roundview Capital LLC | 0.02% | Reduce -9.0% | 10,062 | $393K |
| Credit Capital Investments LLC | 0.35% | Reduce -33.3% | 10,000 | $391K |
| Wedmont Private Capital | 0.01% | Reduce -4.9% | 9,433 | $390K |
| Diversify Wealth Management, LLC | 0.01% | New | 9,077 | $388K |
| Gallacher Capital Management LLC | 0.15% | Reduce -34.6% | 9,772 | $382K |
| Traphagen Investment Advisors LLC | 0.03% | New | 9,745 | $381K |
| Lido Advisors, LLC | 0.00% | Add +13.3% | 9,727 | $380K |
| Avior Wealth Management, LLC | 0.01% | Add +46.6% | 9,703 | $379K |
| Commerce Bank | 0.00% | Add +8.3% | 9,682 | $378K |
| J.Safra Asset Management Corp | 0.02% | New | 9,340 | $365K |
| Frec Markets, Inc. | 0.06% | Add +24.1% | 9,318 | $364K |
| SG Americas Securities, LLC | 0.00% | New | 9,200 | $359K |
| Mather Group, Llc. | 0.00% | No change | 9,175 | $358K |
| Empower Advisory Group, LLC | 0.00% | Add +7.3% | 9,122 | $356K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -45.7% | 9,121 | $356K |
| Anchyra Partners LLC | 0.11% | Add +3.3% | 9,090 | $355K |
| Allworth Financial LP | 0.00% | Add +11.7% | 9,085 | $355K |
| Fiduciary Trust Co | 0.00% | Reduce -0.8% | 9,037 | $353K |
| Aaron Wealth Advisors LLC | 0.02% | New | 8,938 | $349K |
| Kingsview Wealth Management, LLC | 0.00% | Add +5.8% | 8,933 | $349K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 8,780 | $349K |
| Focused Alpha, LLC | 0.11% | No change | 8,773 | $343K |
| Keebeck Wealth Management | 0.04% | Add +40.8% | 8,772 | $343K |
| Five Oceans Advisors | 0.12% | No change | 8,767 | $343K |
| Blair William & Co. | 0.00% | Reduce -16.2% | 8,597 | $336K |
| Ellevest, Inc. | 0.05% | New | 8,464 | $331K |
| EJMK Ventures LLC | 0.18% | Reduce -25.8% | 8,455 | $330K |
| Werba Rubin Papier Wealth Management | 0.05% | Add +1.9% | 8,442 | $330K |
| PUREfi Wealth, LLC | 0.21% | Add +20.5% | 8,364 | $327K |
| Brown Advisory Inc. | 0.00% | New | 8,294 | $324K |
| Storgate, LLC | 0.25% | New | 8,254 | $322K |
| Perigon Wealth Management, LLC | 0.01% | Add +9.3% | 8,250 | $322K |
| Florida Trust Wealth Management Co | 0.01% | No change | 8,166 | $319K |
| World Investment Advisors | 0.01% | Reduce -2.8% | 8,136 | $318K |
| CTC Alternative Strategies, Ltd. | 0.72% | New | 8,208 | $315K |
| Investors Research Corp | 0.06% | No change | 8,036 | $314K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -32.9% | 7,883 | $308K |
| Evoke Wealth, LLC | 0.01% | Add +13.7% | 7,806 | $305K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -55.8% | 7,765 | $303K |
| Calydon Capital | 0.05% | No change | 7,694 | $301K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -6.0% | 7,661 | $299K |
| Traveka Wealth, LLC | 0.11% | Reduce -1.0% | 7,500 | $293K |
| Mattson Financial Services, LLC | 0.07% | New | 7,404 | $289K |
| Greenspring Advisors, LLC | 0.02% | Add +12.6% | 7,316 | $286K |
| Westover Capital Advisors, LLC | 0.05% | No change | 7,300 | $285K |
| Principal Securities, Inc. | 0.00% | Reduce -1.4% | 7,273 | $284K |
| Cromwell Holdings LLC | 0.16% | No change | 7,242 | $283K |
| New Republic Capital, LLC | 0.09% | Reduce -36.2% | 7,151 | $279K |
| Zhang Financial LLC | 0.01% | Reduce -2.9% | 7,061 | $276K |
| Brighton Jones LLC | 0.01% | New | 7,053 | $276K |
| NewEdge Wealth, LLC | 0.00% | Reduce -51.1% | 7,023 | $274K |
| Columbia Asset Management | 0.05% | Add +0.9% | 6,998 | $273K |
| Brown Financial Advisors | 0.10% | New | 6,981 | $273K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 6,972 | $268K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +36.2% | 6,997 | $268K |
| Seven Mile Advisory | 0.19% | Add +4.7% | 6,737 | $263K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -48.0% | 6,502 | $254K |
| Centurion Wealth Management LLC | 0.06% | No change | 6,500 | $254K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -58.2% | 6,476 | $253K |
| First City Capital Management, Inc. | 0.13% | Reduce -0.1% | 6,464 | $253K |
| Collaborative Fund Advisors, LLC | 0.16% | — | 6,441 | $252K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.9% | 6,399 | $250K |
| Simmons Bank | 0.02% | Reduce -25.3% | 6,399 | $250K |
| Athena Wealth Management, LLC | 0.20% | New | 6,264 | $245K |
| Hilltop Holdings Inc. | 0.02% | Reduce -33.0% | 6,360 | $245K |
| Angeles Wealth Management, LLC | 0.01% | New | 6,241 | $244K |
| Soltis Investment Advisors LLC | 0.02% | Add +3.8% | 6,214 | $243K |
| Granite Group Advisors, LLC | 0.15% | No change | 6,104 | $242K |
| Sunpointe, LLC | 0.08% | Reduce -0.3% | 6,144 | $240K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.9% | 6,047 | $236K |
| Greykasell Wealth Strategies, Inc. | 0.10% | No change | 6,044 | $236K |
| Gotham Asset Management | 0.00% | Reduce -2.3% | 6,021 | $235K |
| Integrated Investment Consultants, LLC | 0.05% | No change | 5,981 | $234K |
| 111 Capital | 0.06% | New | 6,018 | $231K |
| OneAscent Financial Services LLC | 0.01% | New | 5,838 | $228K |
| SCS Capital Management LLC | 0.00% | No change | 5,831 | $228K |
| Integrity Financial Corp | 0.11% | New | 5,655 | $221K |
| a16z Perennial Management, L.P. | 0.02% | Reduce -8.3% | 5,648 | $221K |
| Aire Advisors, LLC | 0.04% | Add +0.5% | 5,647 | $221K |
| PICTET BANK & TRUST Ltd | 0.29% | No change | 5,758 | $220K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 5,284 | $219K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.07% | Add +20.0% | 5,700 | $219K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -1.3% | 5,594 | $219K |
| Harbour Investments, Inc. | 0.00% | Add +7.1% | 5,586 | $218K |
| Brucke Financial, Inc. | 0.11% | Reduce -46.7% | 5,577 | $218K |
| West Family Investments, Inc. | 0.08% | Reduce -42.7% | 5,558 | $217K |
| Prospera Financial Services Inc | 0.00% | Reduce -69.6% | 5,545 | $217K |
| FLC Capital Advisors | 0.04% | No change | 5,468 | $214K |
| Cozad Asset Management Inc. | 0.02% | Reduce -12.1% | 5,388 | $211K |
| Advisory Services Network, LLC | 0.00% | Add +10.9% | 5,364 | $210K |
| Syverson Strege & Co | 0.05% | Reduce -6.8% | 5,349 | $209K |
| Moneco Advisors, LLC | 0.02% | Add +0.8% | 5,327 | $208K |
| PCM Encore, LLC | 0.04% | New | 5,282 | $206K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 5,282 | $206K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 5,281 | $206K |
| Park National Corp. | 0.01% | Reduce -41.9% | 5,278 | $206K |
| Arax Advisory Partners | 0.01% | Reduce -32.7% | 5,210 | $206K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -6.2% | 5,218 | $204K |
| MQS Management LLC | 0.14% | New | 5,141 | $201K |
| Cheviot Value Management, LLC | 0.02% | No change | 5,119 | $200K |
| Financial Perspectives, Inc | 0.05% | No change | 4,894 | $191K |
| Hilltop National Bank | 0.05% | Add +8.5% | 4,849 | $189K |
| Independence Bank of Kentucky | 0.02% | No change | 4,766 | $182K |
| Rothschild Investment LLC | 0.01% | Reduce -24.2% | 3,750 | $147K |
| UMB Bank, n.a. | 0.00% | Reduce -8.7% | 3,497 | $137K |
| Allianz SE | 0.00% | No change | 3,390 | $130K |
| Creative Financial Designs Inc. | 0.01% | Add +10.7% | 3,175 | $124K |
| Golden State Wealth Management, LLC | 0.01% | No change | 3,144 | $123K |
| IFP Advisors, Inc | 0.00% | Reduce -26.4% | 3,056 | $119K |
| Anfield Capital Management, LLC | 0.03% | New | 3,034 | $119K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,667 | $104K |
| Owl Creek Wealth Partners LLC | 0.04% | — | 2,612 | $102K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -2.5% | 2,575 | $101K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,564 | $100K |
| Opal Wealth Advisors, LLC | 0.02% | New | 2,506 | $98K |
| Bayforest Capital Ltd | 0.11% | Reduce -28.6% | 2,503 | $98K |
| Fifth Third Bancorp | 0.00% | Add +0.9% | 2,313 | $90K |
| Ancora Advisors LLC | 0.00% | Add +912.4% | 2,207 | $86K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,095 | $83K |
| PlanVest Financial, Inc | 0.06% | — | 2,096 | $82K |
| Mountain Hill Investment Partners Corp. | 0.05% | Reduce -75.0% | 2,000 | $78K |
| Activest Wealth Management | 0.01% | No change | 2,000 | $76K |
| Berbice Capital Management LLC | 0.04% | Add +6.3% | 1,700 | $66K |
| MAI Capital Management | 0.00% | Add +109.5% | 1,674 | $65K |
| GAMMA Investing LLC | 0.00% | Add +23.9% | 1,611 | $63K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,590 | $62K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.4% | 1,513 | $59K |
| NFSG Corp | 0.01% | Reduce -9.5% | 1,425 | $56K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 1,378 | $55K |
| Nisa Investment Advisors, LLC | 0.00% | Add +35.4% | 1,354 | $53K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,297 | $51K |
| Cornerstone Planning Group LLC | 0.01% | Add +18.0% | 1,143 | $50K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 1,237 | $48K |
| Larson Financial Group LLC | 0.00% | Add +33.5% | 1,169 | $46K |
| Ares Financial Consulting, LLC | 0.04% | Add +1561.8% | 1,130 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +77.8% | 1,120 | $44K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 991 | $39K |
| Key Financial Inc | 0.01% | Add +27.8% | 988 | $39K |
| Bayban | 0.03% | No change | 1,000 | $38K |
| Fairscale Capital, LLC | 0.03% | No change | 969 | $38K |
| SHP Wealth Management | 0.00% | Add +6.6% | 963 | $38K |
| Smithfield Trust Co | 0.00% | No change | 900 | $36K |
| True Wealth Design, LLC | 0.01% | Add +111.2% | 906 | $35K |
| Prosperity Bancshares Inc | 0.03% | No change | 870 | $34K |
| Huntington National Bank | 0.00% | Add +44.2% | 858 | $34K |
| Robinswood Financial LLC | 0.01% | No change | 798 | $31K |
| MidFirst Bank | 0.00% | Add +8.7% | 715 | $28K |
| Addison Advisors LLC | 0.01% | No change | 711 | $28K |
| GW&K Investment Management, LLC | 0.00% | Add +40.1% | 650 | $25K |
| Whipplewood Advisors, LLC | 0.01% | New | 635 | $25K |
| Private Trust Co. NA | 0.00% | No change | 635 | $24K |
| Clean Yield Group | 0.01% | No change | 591 | $23K |
| Barclays PLC | 0.00% | Add +319.1% | 591 | $23K |
| TD Private Client Wealth LLC | 0.00% | Reduce -55.1% | 559 | $22K |
| WealthCollab, LLC | 0.01% | No change | 509 | $20K |
| Zions Bancorporation, National Association | 0.00% | No change | 501 | $20K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $20K |
| YANKCOM Partnership | 0.01% | Reduce -49.5% | 509 | $19K |
| CoreCap Advisors, LLC | 0.00% | No change | 497 | $19K |
| Lavaca Capital LLC | 0.00% | No change | 460 | $18K |
| SJS Investment Consulting Inc. | 0.00% | Add +2.3% | 451 | $18K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -9.1% | 429 | $17K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -8.1% | 411 | $16K |
| Union Savings Bank | 0.01% | No change | 410 | $16K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 400 | $16K |
| Bullock Wealth Management Group | 0.01% | No change | 383 | $15K |
| Triumph Capital Management | 0.00% | Reduce -15.0% | 373 | $15K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 360 | $14K |
| Highline Wealth Partners LLC | 0.00% | Reduce -37.8% | 360 | $14K |
| Truvestments Capital LLC | 0.00% | Add +5700.0% | 348 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +33900.0% | 340 | $13K |
| Hanson & Doremus Investment Management | 0.00% | No change | 339 | $13K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -12.3% | 328 | $13K |
| Destiny Wealth Partners, LLC | 0.00% | New | 315 | $12K |
| Sterling Capital Management LLC | 0.00% | Reduce -0.3% | 314 | $12K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -19.1% | 304 | $12K |
| CX Institutional | 0.00% | Add +28.6% | 288 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 279 | $11K |
| Salem Investment Counselors Inc. | 0.00% | New | 277 | $11K |
| Financial Consulate, Inc. | 0.00% | Reduce -20.1% | 254 | $10K |
| Main Street Group, LTD | 0.00% | New | 242 | $9K |
| Retirement Wealth Solutions LLC | 0.01% | Add +1.7% | 239 | $9K |
| Montag A & Associates Inc. | 0.00% | Reduce -21.3% | 237 | $9K |
| Principia Wealth Advisory, LLC | 0.01% | Add +23.8% | 229 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -42.2% | 226 | $9K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -20.3% | 224 | $9K |
| True Link Financial Advisors, LLC | 0.00% | New | 216 | $8K |
| Cornerstone Financial Management LLC | 0.01% | Add +5.6% | 209 | $8K |
| Roxbury Financial LLC | 0.01% | No change | 205 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +144.1% | 205 | $8K |
| American Capital Advisory, LLC | 0.00% | Add +283.0% | 203 | $8K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 200 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | Add +4.9% | 192 | $8K |
| Westend Capital Management, LLC | 0.00% | Reduce -4.0% | 191 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +16.6% | 190 | $7K |
| Albion Financial Group | 0.00% | No change | 188 | $7K |
| Manchester Capital Management LLC | 0.00% | No change | 186 | $7K |
| Abound Wealth Management | 0.00% | Reduce -25.3% | 180 | $7K |
| Arlington Trust Co LLC | 0.00% | New | 180 | $7K |
| Penserra Capital Management LLC | 0.00% | Reduce -1.6% | 189 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 175 | $7K |
| Signature Equity Partners, LLC | 0.00% | No change | 162 | $6K |
| LRI Investments, LLC | 0.00% | Add +19.4% | 160 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 151 | $6K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -8.6% | 160 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 146 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +29.4% | 141 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $5K |
| Benson Wealth Management INC | 0.01% | New | 137 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 136 | $5K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 133 | $5K |
| Essential Partners LLC | 0.00% | New | 131 | $5K |
| Bravera Wealth | 0.00% | Reduce -9.6% | 132 | $5K |
| JPL Wealth Management, LLC | 0.00% | New | 123 | $5K |
| Dunhill Financial, LLC | 0.00% | New | 123 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 120 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 118 | $5K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 117 | $5K |
| Rossby Financial, LCC | 0.00% | Add +552.9% | 111 | $4K |
| First Pacific Financial | 0.00% | No change | 112 | $4K |
| Grove Bank & Trust | 0.00% | Add +17.4% | 108 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -21.7% | 108 | $4K |
| 2UniFi Bank | 0.00% | No change | 100 | $4K |
| Kozak & Associates, Inc. | 0.00% | No change | 96 | $4K |
| Key Capital Management, INC | 0.00% | New | 103 | $4K |
| First Command Advisory Services, Inc. | 0.00% | Add +172.2% | 98 | $4K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 96 | $4K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -10.0% | 81 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $3K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 70 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 69 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | New | 67 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 65 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 60 | $2K |
| Burk Holdings LLC | 0.00% | New | 59 | $2K |
| Basepoint Wealth LLC | 0.00% | No change | 56 | $2K |
| MBM Wealth Consultants, LLC | 0.00% | New | 56 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 55 | $2K |
| Federated Hermes, Inc. | 0.00% | Reduce -41.9% | 54 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 52 | $2K |
| Avion Wealth | 0.00% | No change | 65 | $2K |
| SWAN Capital LLC | 0.00% | No change | 48 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 46 | $2K |
| Sankala Group LLC | 0.00% | No change | 44 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 41 | $2K |
| Advocate Investing Services LLC | 0.00% | No change | 40 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 38 | $1K |
| Southern Michigan Bank & Trust | 0.00% | — | 39 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 35 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 35 | $1K |
| Stone House Investment Management, LLC | 0.00% | Reduce -71.2% | 32 | $1K |
| Asset Dedication, LLC | 0.00% | New | 31 | $1K |
| TD Capital Management LLC | 0.00% | No change | 29 | $1K |
| Caitlin John, LLC | 0.00% | No change | 27 | $1K |
| CENTRAL TRUST Co | 0.00% | Reduce -13.0% | 20 | $782 |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 13 | $508 |
| Nemes Rush Group LLC | 0.00% | Reduce -45.0% | 11 | $430 |
| Kilter Group LLC | 0.00% | Reduce -28.6% | 10 | $391 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 9 | $352 |
| Monetary Solutions, Ltd | 0.00% | No change | 8 | $313 |
| Midwest Capital Advisors, LLC | 0.00% | New | 4 | $156 |
| Toth Financial Advisory Corp. | 0.00% | No change | 3 | $118 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 1 | $27 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $27 |
| 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.