UBS Group AG-RegUBS
13F holders, Q2 2026 (June 30)766holders +79
136new positions
55sold out
9famous investors
$49.38avg. 13F price*
At the end of Q2 2026, 766 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 79 from Q1 2026. 136 opened new positions and 55 sold out. The largest holders were UBS Group AG ($5.3B), Vanguard Capital Management LLC ($4.9B) and Norges Bank ($4.8B). 9 famous investors held it, including Ken Fisher (1.0% of Fisher Asset Management's portfolio), Andreas Halvorsen (0.3% of Viking Global Investors's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 136 | $693.5M |
| Exits | 55 | $157.8M |
All 13F filers, Q1 2026 → Q2 2026: 77,755,507 shares bought and 54,993,147 shares sold, net +22,762,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 766 holders
| UBS Group AG | 0.84% | Add +0.2% | 107,137,265 | $5.3B |
| Vanguard Capital Management LLC | 0.10% | Add +0.8% | 98,080,411 | $4.9B |
| Norges Bank | 0.47% | — | 95,849,980 | $4.8B |
| Fisher Asset Management | 0.96% | Reduce -1.8% | 64,920,294 | $3.2B |
| Massachusetts Financial Services Co. | 1.02% | Reduce -4.0% | 62,927,553 | $3.2B |
| Wellington Management Group LLP | 0.51% | Add +19.3% | 59,553,311 | $3.0B |
| FMR LLC | 0.12% | Add +3.1% | 55,541,141 | $2.8B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5.26% | Reduce -2.5% | 55,233,032 | $2.7B |
| Cevian Capital II GP LTD | 64.50% | No change | 48,117,675 | $2.4B |
| Pictet Asset Management Holding SA | 1.74% | Add +3.2% | 36,743,822 | $1.8B |
| Dodge & Cox | 0.87% | Reduce -0.0% | 33,630,342 | $1.7B |
| JPMorgan Chase & Co. | 0.09% | Add +8.1% | 29,666,939 | $1.5B |
| Vanguard Fiduciary Trust Co. | 0.30% | Add +0.7% | 27,709,028 | $1.4B |
| Amundi | 0.30% | Add +9.3% | 25,463,870 | $1.3B |
| Deutsche Bank AG | 0.35% | Reduce -24.4% | 24,147,522 | $1.2B |
| Legal & General Group Plc | 0.23% | Reduce -5.5% | 22,124,624 | $1.1B |
| Goldman Sachs Group Inc. | 0.10% | Add +29.1% | 19,805,601 | $981.6M |
| Pzena Investment Management LLC | 2.66% | Reduce -14.8% | 22,604,129 | $905.5M |
| Arrowstreet Capital, Limited Partnership | 0.37% | Reduce -9.6% | 17,034,727 | $844.2M |
| Assenagon Asset Management S.A. | 1.07% | Add +6277.5% | 16,536,418 | $821.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.50% | Add +5.1% | 14,828,609 | $734.9M |
| Vontobel Holding Ltd. | 2.44% | Reduce -2.8% | 14,698,356 | $728.4M |
| Capital World Investors | 0.09% | Reduce -38.1% | 14,545,505 | $720.6M |
| Nuveen, LLC | 0.12% | Reduce -6.6% | 10,482,169 | $520.3M |
| Bank of America Corp. | 0.03% | Add +6.9% | 10,325,213 | $511.7M |
| Canada Pension Plan Investment Board | 0.28% | Add +28.6% | 10,233,181 | $507.1M |
| Caisse Des Depots Et Consignations | 6.56% | No change | 7,812,061 | $388.0M |
| Morgan Stanley | 0.02% | Reduce -0.9% | 7,694,575 | $381.3M |
| Jupiter Topco LLC | 0.15% | — | 7,482,210 | $371.6M |
| Citigroup Inc. | 0.17% | Add +21.4% | 7,234,261 | $359.3M |
| Banque Cantonale Vaudoise | 15.06% | Add +0.3% | 7,162,067 | $355.7M |
| Ninety One UK Ltd | 0.79% | Reduce -17.9% | 7,133,245 | $354.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.26% | Add +13.8% | 6,650,553 | $329.9M |
| Bank of New York Mellon Corp | 0.05% | Add +1.1% | 6,575,317 | $325.9M |
| Allianz Asset Management GmbH | 0.29% | Add +3.4% | 6,407,087 | $318.2M |
| Russell Investments Group, Ltd. | 0.28% | Reduce -17.2% | 6,405,254 | $318.0M |
| WCM Investment Management, LLC | 0.55% | Add +5.1% | 6,150,458 | $304.4M |
| Franklin Resources Inc. | 0.06% | Add +14.2% | 5,826,152 | $288.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.72% | Reduce -8.4% | 5,601,012 | $278.1M |
| Royal Bank of Canada | 0.05% | Add +41.7% | 5,577,794 | $276.4M |
| Qube Research & Technologies Ltd | 0.30% | Reduce -28.1% | 5,474,754 | $271.3M |
| Compagnie Lombard Odier SCmA | 2.89% | Add +2.1% | 5,382,576 | $267.3M |
| M&G PLC | 1.36% | Add +6.6% | 5,307,939 | $262.7M |
| Dimensional Fund Advisors LP | 0.04% | New | 4,893,948 | $242.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.24% | Add +5.0% | 4,872,034 | $241.4M |
| AQR Capital Management | 0.08% | Add +3.0% | 4,831,556 | $239.4M |
| Natixis Advisors, LLC | 0.26% | Add +11.6% | 4,605,772 | $228.3M |
| Northern Trust Corp. | 0.03% | Add +0.7% | 4,389,280 | $217.5M |
| Jones Financial Companies LLLP | 0.08% | Add +17.4% | 4,128,651 | $202.7M |
| BlackRock, Inc. | 0.00% | Add +5.1% | 4,041,667 | $200.3M |
| Aviva PLC | 0.27% | Add +3.3% | 3,688,297 | $182.8M |
| Acadian Asset Management LLC | 0.21% | Add +19.7% | 3,556,341 | $176.6M |
| Royal London Asset Management Ltd. | 0.32% | Reduce -1.4% | 3,468,512 | $171.9M |
| CANADA LIFE ASSURANCE Co | 0.26% | Add +5.4% | 3,339,552 | $165.6M |
| Clearbridge Investments, LLC | 0.14% | Add +2292.0% | 3,295,070 | $163.3M |
| TD Asset Management Inc | 0.14% | Add +28.7% | 3,283,895 | $163.1M |
| LGT Group Foundation | 1.84% | Reduce -4.7% | 3,276,919 | $162.4M |
| DekaBank Deutsche Girozentrale | 0.27% | No change | 4,269,505 | $162.0M |
| Public Sector Pension Investment Board | 0.38% | Add +15.1% | 2,926,309 | $145.1M |
| Liontrust Investment Partners LLP | 1.79% | New | 2,458,659 | $122.1M |
| Viking Global Investors | 0.34% | New | 2,435,805 | $120.8M |
| ASR Vermogensbeheer N.V. | 1.23% | Add +82.3% | 2,401,020 | $119.2M |
| Public Employees Retirement System of Ohio | 0.35% | Add +0.3% | 2,398,700 | $119.1M |
| Border to Coast Pensions Partnership Ltd | 1.75% | Add +3.8% | 2,394,800 | $118.8M |
| American Century Companies Inc. | 0.05% | Add +17.8% | 2,381,984 | $118.1M |
| Invesco Ltd. | 0.01% | Reduce -6.7% | 2,269,793 | $112.5M |
| Korea Investment CORP | 0.20% | Reduce -6.5% | 2,130,913 | $105.8M |
| Bank of Montreal | 0.04% | Reduce -16.9% | 2,044,026 | $101.3M |
| Captrust Financial Advisors | 0.15% | Reduce -2.8% | 2,036,912 | $100.9M |
| Life Cycle Investment Partners Ltd | 0.47% | Add +18.2% | 2,031,327 | $100.9M |
| Generali Asset Management SPA SGR | 1.80% | Reduce -6.1% | 2,491,590 | $99.8M |
| State of Tennessee, Department of Treasury | 0.27% | Reduce -3.9% | 1,860,583 | $92.4M |
| Moore Capital Management, LP | 2.18% | Reduce -8.9% | 1,858,635 | $92.1M |
| 1832 Asset Management L.P. | 0.10% | New | 1,697,000 | $84.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +12.2% | 1,686,431 | $83.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.7% | 1,651,479 | $82.0M |
| Credit Agricole S A | 0.21% | Add +76.3% | 1,644,169 | $81.5M |
| Banque Pictet & Cie SA | 0.84% | Reduce -1.6% | 1,637,812 | $81.3M |
| ABN AMRO Bank N.V. | 1.04% | Add +10.9% | 1,630,379 | $80.7M |
| Vanguard Investments Australia, Ltd. | 0.20% | Add +2.3% | 1,614,810 | $80.0M |
| FIL Ltd | 0.06% | Reduce -5.8% | 1,567,708 | $77.7M |
| Brandes Investment Partners, LP | 0.49% | Add +2.2% | 1,398,641 | $69.3M |
| GMO | 0.15% | Add +145.2% | 1,308,707 | $65.0M |
| SEB Asset Management AB | 0.24% | Add +12.3% | 1,302,198 | $64.7M |
| Vanguard Global Advisers, LLC | 0.03% | Add +7.7% | 1,301,841 | $64.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.29% | Reduce -8.2% | 1,295,198 | $64.3M |
| State of Wisconsin Investment Board | 0.12% | Add +2.3% | 1,190,788 | $59.1M |
| Rathbones Group PLC | 0.22% | Reduce -3.4% | 1,179,032 | $58.6M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -5.0% | 1,173,305 | $58.2M |
| Crocodile Capital Partners GmbH | 39.44% | No change | 1,170,000 | $58.0M |
| Mediolanum International Funds Ltd | 0.47% | Add +88.9% | 1,111,179 | $54.9M |
| Zurich Insurance Group Ltd | 0.37% | Add +86.8% | 1,083,128 | $53.7M |
| DJE Kapital AG | 0.92% | New | 983,564 | $49.0M |
| Patient Capital Management, LLC | 1.57% | Reduce -23.2% | 953,734 | $47.3M |
| EFG International AG | 0.83% | Add +0.7% | 898,628 | $44.5M |
| J. Safra Sarasin Holding AG | 0.62% | Add +1.6% | 1,104,367 | $43.3M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -1.4% | 853,597 | $42.4M |
| Wells Fargo & Company | 0.01% | Add +24.0% | 810,448 | $40.2M |
| Raymond James Financial Inc. | 0.01% | Add +13.1% | 776,059 | $38.5M |
| Alliancebernstein L.P. | 0.01% | Add +58.3% | 976,101 | $38.1M |
| GAM Holding AG | 2.90% | Add +8.5% | 762,272 | $37.9M |
| Quantinno Capital Management LP | 0.04% | Add +21.9% | 754,276 | $37.4M |
| Jane Street Group, LLC | 0.02% | Reduce -74.7% | 746,183 | $37.0M |
| Mackenzie Financial Corp. | 0.04% | Add +23.8% | 884,672 | $35.4M |
| Channing Global Advisors, LLC | 17.28% | Reduce -1.8% | 672,402 | $33.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +23.6% | 657,655 | $32.6M |
| Systrade AG | 19.46% | No change | 627,300 | $31.1M |
| Levin Capital Strategies, L.P. | 2.08% | Reduce -1.4% | 624,785 | $31.0M |
| Edmond DE Rothschild Holding S.A. | 0.40% | Reduce -5.7% | 615,773 | $30.5M |
| D. E. Shaw & Co. | 0.02% | Reduce -55.7% | 583,637 | $28.9M |
| Stifel Financial Corp. | 0.02% | Add +3.6% | 580,682 | $28.8M |
| Fiera Capital Corp | 0.10% | Add +0.5% | 574,968 | $28.5M |
| Maryland State Retirement & Pension System | 0.49% | Add +61.0% | 572,521 | $28.4M |
| Baker Avenue Asset Management, LP | 0.49% | Add +2.9% | 524,274 | $26.0M |
| USS Investment Management Ltd | 0.10% | Reduce -0.1% | 521,574 | $25.9M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +8.6% | 504,607 | $25.0M |
| Two Sigma Investments, LP | 0.02% | Add +15.2% | 475,312 | $23.6M |
| Creative Planning | 0.01% | Add +20.1% | 456,481 | $22.6M |
| Voya Investment Management LLC | 0.02% | Add +6.0% | 425,511 | $21.1M |
| Haven Global Partners, LLC | 16.10% | Reduce -35.8% | 423,016 | $21.0M |
| Neuberger Berman Group LLC | 0.01% | Add +41.0% | 416,384 | $20.7M |
| Lazard Asset Management LLC | 0.03% | Add +4.4% | 386,657 | $19.2M |
| Great Lakes Advisors, LLC | 0.14% | Add +2.8% | 376,522 | $18.7M |
| LGT Fund Management Co Ltd. | 0.78% | Reduce -9.5% | 376,123 | $18.6M |
| Worldquant Millennium Advisors LLC | 0.06% | Reduce -23.3% | 374,138 | $18.5M |
| Pictet North America Advisors SA | 1.62% | Reduce -0.1% | 369,357 | $18.3M |
| Gardner Lewis Asset Management L P | 4.01% | No change | 363,525 | $18.0M |
| Gator Capital Management, LLC | 3.70% | Reduce -8.8% | 346,600 | $17.2M |
| RBF Capital, LLC | 0.71% | No change | 340,000 | $16.9M |
| Citadel Advisors | 0.01% | Reduce -50.3% | 336,523 | $16.7M |
| Prudential PLC | 0.11% | Add +1.1% | 326,475 | $16.2M |
| Cibc World Market Inc. | 0.03% | Reduce -3.6% | 325,720 | $16.1M |
| LPL Financial LLC | 0.00% | Add +8.6% | 325,540 | $16.1M |
| Baader Bank Aktiengesellschaft | 1.30% | No change | 321,846 | $15.9M |
| MetLife Investment Management, LLC | 0.07% | Add +3.9% | 311,934 | $15.5M |
| Andra AP-fonden | 0.17% | Reduce -17.2% | 366,087 | $14.7M |
| Groupama Asset Managment | 0.18% | Add +21.8% | 350,855 | $14.0M |
| Contravisory Investment Management, Inc. | 2.42% | Reduce -4.8% | 276,622 | $13.7M |
| Promethos Capital, LLC | 3.69% | Add +17.6% | 274,025 | $13.6M |
| Henry James International Management Inc. | 4.04% | Reduce -0.0% | 272,365 | $13.5M |
| Evergreen Capital Management LLC | 0.23% | Add +886.7% | 269,605 | $13.4M |
| Fideuram Asset Management (Ireland) dac | 0.25% | Add +1668.7% | 326,107 | $12.9M |
| Pathstone Holdings, LLC | 0.04% | Add +13.6% | 249,033 | $12.3M |
| Tudor Investment Corporation | 0.05% | Reduce -10.1% | 248,111 | $12.3M |
| Cerity Partners LLC | 0.01% | Add +14.5% | 245,469 | $12.2M |
| Mariner, LLC | 0.01% | Add +5.2% | 239,614 | $11.9M |
| Value Partners Investments Inc. | 0.83% | Reduce -0.5% | 238,892 | $11.8M |
| Crossmark Global Holdings, Inc. | 0.14% | Reduce -1.6% | 222,503 | $11.0M |
| RPg Family Wealth Advisory, LLC | 1.77% | Add +2.0% | 213,729 | $10.6M |
| Ingalls & Snyder LLC | 0.28% | Add +8.1% | 209,623 | $10.4M |
| QRG Capital Management, Inc. | 0.08% | Add +19.2% | 201,143 | $10.0M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +9.7% | 193,469 | $9.6M |
| Elevation Point Wealth Partners, LLC | 0.17% | Add +14.6% | 190,346 | $9.4M |
| Intech Investment Management LLC | 0.09% | Reduce -13.3% | 189,448 | $9.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +21.8% | 187,902 | $9.4M |
| First Trust Advisors LP | 0.01% | Reduce -0.9% | 183,740 | $9.1M |
| M&T Bank Corp | 0.03% | Reduce -0.5% | 182,764 | $9.1M |
| Van Eck Associates Corp. | 0.01% | New | 179,747 | $8.9M |
| Sei Investments Co. | 0.01% | Reduce -2.4% | 171,980 | $8.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.16% | Add +3.0% | 170,971 | $8.5M |
| Tidal Investments LLC | 0.02% | New | 167,457 | $8.3M |
| Exane Asset Management | 2.99% | Reduce -90.4% | 180,748 | $8.3M |
| Millennium Management | 0.01% | Reduce -67.2% | 165,363 | $8.2M |
| MML Investors Services, LLC | 0.02% | Add +72.0% | 163,223 | $8.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +64.2% | 160,099 | $7.9M |
| Ritholtz Wealth Management | 0.12% | Add +1.9% | 158,219 | $7.8M |
| Quantbot Technologies LP | 0.31% | Add +22.4% | 156,520 | $7.8M |
| Cetera Investment Advisers | 0.01% | Add +12.2% | 156,481 | $7.8M |
| Marshall Wace, LLP | 0.01% | New | 155,130 | $7.7M |
| Inspire Trust Co, N.A. | 1.06% | Reduce -3.1% | 155,000 | $7.7M |
| Triasima Portfolio Management inc. | 1.03% | Add +4.2% | 154,449 | $7.7M |
| Bessemer Group Inc. | 0.01% | Add +33.6% | 152,569 | $7.6M |
| NatWest Group plc | 1.35% | Add +3.0% | 152,430 | $7.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +202.0% | 151,317 | $7.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +29.0% | 150,741 | $7.5M |
| Ethic Inc. | 0.09% | Add +97.8% | 150,546 | $7.5M |
| Groupe la Francaise | 0.09% | Add +120.7% | 146,890 | $7.3M |
| Dixon Mitchell Investment Counsel Inc. | 0.24% | New | 146,000 | $7.2M |
| Campbell & CO Investment Adviser LLC | 0.37% | Reduce -5.9% | 142,422 | $7.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.9% | 137,057 | $6.8M |
| Callan Family Office, LLC | 0.13% | Reduce -1.9% | 136,735 | $6.8M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.26% | Reduce -9.5% | 136,384 | $6.8M |
| Helios Capital Management Pte. Ltd. | 6.58% | No change | 136,000 | $6.7M |
| Assetmark, Inc. | 0.01% | Add +32.4% | 135,348 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -91.5% | 133,183 | $6.6M |
| Gradient Investments LLC | 0.09% | Add +4.1% | 132,484 | $6.6M |
| US Bancorp \de | 0.01% | Add +17.8% | 130,512 | $6.5M |
| Mizuho Markets Cayman LP | 0.24% | New | 129,919 | $6.4M |
| Banco Santander, S.A. | 0.04% | Reduce -8.9% | 128,465 | $6.4M |
| Quadrant Capital Group LLC | 0.17% | Add +16.4% | 126,826 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.2% | 126,700 | $6.3M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -49.3% | 126,354 | $6.3M |
| Jefferies Financial Group Inc. | 0.06% | Add +102.2% | 123,024 | $6.1M |
| Ninety One North America, Inc. | 0.27% | Reduce -13.1% | 117,577 | $5.8M |
| Platinum Investment Management Ltd. | 1.43% | No change | 117,507 | $5.8M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 115,794 | $5.8M |
| Timber Creek Capital Management LLC | 1.11% | Add +0.3% | 109,432 | $5.4M |
| Lord, Abbett & Co. LLC | 0.02% | New | 108,318 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -4.9% | 104,646 | $5.2M |
| Plato Investment Management Ltd | 0.28% | Reduce -8.4% | 99,572 | $4.9M |
| HRT Financial LP | 0.01% | Add +30.7% | 98,423 | $4.9M |
| SIH Partners, LLLP | 0.20% | Reduce -96.8% | 98,350 | $4.9M |
| Osmosis Investment Management UK Ltd | 0.22% | Reduce -51.8% | 96,968 | $4.8M |
| Bleakley Financial Group, LLC | 0.06% | Add +15.9% | 93,266 | $4.6M |
| Metis Global Partners, LLC | 0.10% | Add +6.9% | 92,411 | $4.6M |
| Signaturefd, LLC | 0.06% | Add +8.6% | 86,732 | $4.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -36.0% | 85,946 | $4.3M |
| Highland Capital Management, LLC | 0.19% | Reduce -0.2% | 83,806 | $4.2M |
| Squarepoint Ops LLC | 0.01% | Reduce -58.3% | 80,944 | $4.0M |
| Polymer Capital Management (HK) LTD | 0.40% | New | 78,801 | $3.9M |
| CenterBook Partners LP | 0.19% | Reduce -10.0% | 77,849 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -3.4% | 77,560 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 76,900 | $3.8M |
| Truist Financial Corp. | 0.00% | Add +54.4% | 75,663 | $3.7M |
| ARGA Investment Management, LP | 0.10% | No change | 75,301 | $3.7M |
| Vident Advisory, LLC | 0.03% | Add +3.3% | 75,159 | $3.7M |
| Independent Advisor Alliance | 0.09% | Reduce -11.3% | 75,104 | $3.7M |
| BTC Capital Management, Inc. | 0.23% | Add +3.0% | 74,765 | $3.7M |
| Glenmede Trust Co. NA | 0.02% | Reduce -1.2% | 74,740 | $3.7M |
| Equitable Trust Co. | 0.15% | Reduce -0.8% | 74,386 | $3.7M |
| Ieq Capital, LLC | 0.02% | Add +6.1% | 73,940 | $3.7M |
| Banque Transatlantique SA | 0.08% | Add +3.3% | 72,543 | $3.6M |
| Mitchell Capital Management Co. | 0.53% | Add +3.6% | 69,781 | $3.5M |
| Alaethes Wealth, LLC | 1.01% | Reduce -0.2% | 69,731 | $3.5M |
| Choreo, LLC | 0.04% | Add +0.7% | 69,570 | $3.4M |
| PDT Partners, LLC | 0.18% | Reduce -77.8% | 67,648 | $3.4M |
| Opal Capital LLC | 0.60% | Add +14.6% | 67,374 | $3.3M |
| TrueMark Investments, LLC | 0.42% | Add +14.6% | 67,374 | $3.3M |
| Group One Trading LLC | 0.10% | Reduce -10.6% | 67,158 | $3.3M |
| SBI Securities Co., Ltd. | 0.08% | Add +946.3% | 66,955 | $3.3M |
| Cloverfields Capital Group, LP | 0.99% | Reduce -8.9% | 65,735 | $3.3M |
| Permanent Capital Management, LP | 0.43% | No change | 64,477 | $3.2M |
| Altman Advisors, Inc. | 1.11% | Reduce -1.0% | 62,585 | $3.1M |
| Stamos Capital Partners, L.P. | 0.47% | Reduce -11.4% | 62,364 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -10.5% | 62,012 | $3.1M |
| Bank Pictet & Cie (Europe) AG | 0.06% | Reduce -38.0% | 61,209 | $3.0M |
| Landesbank Baden-Wuerttemberg | 1.13% | Reduce -23.1% | 61,435 | $3.0M |
| Wealth Alliance Advisory Group, LLC | 0.44% | Reduce 0.0% | 60,959 | $3.0M |
| IMC-Chicago, LLC | 0.03% | Reduce -10.2% | 60,720 | $3.0M |
| Orca Wealth Management, LLC | 1.78% | Add +0.0% | 59,821 | $3.0M |
| Focus Partners Wealth | 0.00% | Add +5.9% | 58,315 | $2.9M |
| Factory Mutual Insurance Co. | 0.03% | Add +58.4% | 57,893 | $2.9M |
| Cigna Investments Inc. | 0.37% | Add +2.0% | 57,440 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.8% | 54,506 | $2.8M |
| Park Avenue Securities LLC | 0.02% | Add +16.4% | 54,346 | $2.7M |
| Cim, LLC | 0.33% | Add +3.9% | 52,031 | $2.6M |
| Legacy Wealth Asset Management, LLC | 0.56% | Reduce -1.2% | 51,940 | $2.6M |
| Marex Group Ltd | 0.02% | Reduce -3.2% | 51,382 | $2.5M |
| Bellecapital International Ltd. | 0.41% | Reduce -8.9% | 51,154 | $2.5M |
| Mitchell & Pahl Private Wealth, LLC | 0.93% | Reduce -0.2% | 51,081 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.3% | 50,412 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +5.5% | 50,288 | $2.5M |
| Compound Planning, Inc. | 0.06% | Add +21.7% | 50,020 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +17.6% | 49,691 | $2.5M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -4.8% | 48,575 | $2.4M |
| Atria Investments, Inc | 0.02% | Add +37.3% | 47,613 | $2.4M |
| Keybank National Association | 0.01% | Add +70.4% | 46,204 | $2.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.0% | 45,243 | $2.2M |
| Savant Capital, LLC | 0.01% | Add +184.9% | 47,292 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 42,347 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +17.8% | 42,046 | $2.1M |
| Arax Advisory Partners | 0.01% | Add +702.1% | 41,789 | $2.1M |
| Caprock Group, LLC | 0.04% | Add +20.6% | 41,370 | $2.1M |
| Evelyn Partners Group Ltd | 0.04% | — | 40,992 | $2.0M |
| Cullinan Associates Inc. | 0.15% | No change | 40,407 | $2.0M |
| Ballentine Partners, LLC | 0.02% | Add +2.4% | 40,224 | $2.0M |
| Rhumbline Advisers | 0.00% | Add +0.2% | 39,664 | $2.0M |
| Kathmere Capital Management, LLC | 0.10% | Add +7.6% | 39,599 | $2.0M |
| Parallax Volatility Advisers, L.P. | 0.09% | Add +75.4% | 38,767 | $1.9M |
| Vise Technologies, Inc. | 0.02% | Reduce -23.2% | 37,564 | $1.9M |
| National Bank of Canada | 0.00% | Add +4.7% | 35,334 | $1.8M |
| Baker Ellis Asset Management LLC | 0.19% | Reduce -2.4% | 36,350 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -20.6% | 35,985 | $1.8M |
| Summit Trail Advisors, LLC | 0.02% | Add +8.2% | 35,720 | $1.8M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -3.3% | 35,588 | $1.8M |
| Barometer Capital Management Inc. | 0.48% | Add +7.0% | 35,100 | $1.7M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.9% | 34,627 | $1.7M |
| Gabelli Funds LLC | 0.01% | Add +1.3% | 34,200 | $1.7M |
| Advisors Capital Management, LLC | 0.02% | Reduce -51.3% | 34,052 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -3.5% | 33,990 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +139.3% | 31,817 | $1.6M |
| Legacy Capital Group California, Inc. | 0.47% | Reduce -0.6% | 31,602 | $1.6M |
| Bailard, Inc. | 0.03% | Add +4.0% | 31,504 | $1.6M |
| Greenleaf Trust | 0.01% | Add +1.4% | 31,467 | $1.6M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -1.5% | 30,990 | $1.5M |
| &partners | 0.01% | Add +20.7% | 30,898 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Add +7.6% | 30,650 | $1.5M |
| CHICAGO TRUST Co NA | 0.22% | Add +36.7% | 30,541 | $1.5M |
| Clearstead Advisors, LLC | 0.01% | Reduce -32.8% | 30,424 | $1.5M |
| FCG Investment Co | 0.51% | New | 29,563 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +164.2% | 28,825 | $1.4M |
| Future Fund LLC | 0.39% | Add +1.3% | 27,784 | $1.4M |
| Intesa Sanpaolo Wealth Management | 0.27% | Add +20.2% | 27,095 | $1.3M |
| Morningstar Investment Management LLC | 0.08% | No change | 34,188 | $1.3M |
| J.Safra Asset Management Corp | 0.06% | Add +186.7% | 26,778 | $1.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.06% | Reduce -7.6% | 26,684 | $1.3M |
| Global Retirement Partners, LLC | 0.02% | — | 26,424 | $1.3M |
| Indivisible Partners | 0.07% | Add +149.8% | 25,999 | $1.3M |
| Henshaw Capital LLC | 0.04% | No change | 25,815 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -63.3% | 25,496 | $1.3M |
| Simplex Trading, LLC | 0.03% | Reduce -79.2% | 25,447 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Reduce -2.9% | 25,132 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.4% | 24,910 | $1.2M |
| Connable Office Inc. | 0.11% | Reduce -1.6% | 24,733 | $1.2M |
| ANTIPODES PARTNERS Ltd | 0.02% | Reduce -95.8% | 24,604 | $1.2M |
| Jain Global LLC | 0.02% | New | 24,585 | $1.2M |
| Gryphon Financial Partners LLC | 0.11% | Add +14.2% | 24,481 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -2.7% | 23,905 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -0.5% | 23,818 | $1.2M |
| JFS Wealth Advisors, LLC | 0.06% | No change | 23,592 | $1.2M |
| Qtron Investments LLC | 0.16% | Add +1.9% | 23,519 | $1.2M |
| Versant Capital Management, Inc | 0.10% | Add +6.3% | 23,532 | $1.2M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.6% | 23,342 | $1.2M |
| Storgate, LLC | 0.24% | Add +182.7% | 23,334 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -43.0% | 22,842 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +34.3% | 22,806 | $1.1M |
| Atlas Capital Advisors Inc. | 0.12% | Add +10.1% | 22,796 | $1.1M |
| Solstein Capital, LLC | 0.38% | No change | 22,647 | $1.1M |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -0.6% | 22,669 | $1.1M |
| Blue Trust, Inc. | 0.01% | Reduce -6.0% | 22,424 | $1.1M |
| U S Global Investors Inc. | 0.11% | Reduce -19.8% | 22,300 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.3% | 22,252 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +35.4% | 22,046 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -65.0% | 22,025 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 21,721 | $1.1M |
| Syon Capital LLC | 0.05% | Add +0.3% | 21,313 | $1.1M |
| Rehmann Capital Advisory Group | 0.05% | Add +6.9% | 21,270 | $1.1M |
| Massachusetts Wealth Management | 0.40% | No change | 21,080 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +25.0% | 21,071 | $1.0M |
| Venturi Wealth Management, LLC | 0.04% | Add +5.4% | 20,559 | $1.0M |
| PDS Planning, Inc | 0.06% | Add +8.1% | 20,470 | $1.0M |
| Centennial Bank | 0.32% | Reduce -0.3% | 19,871 | $985K |
| Themes Management Co LLC | 0.65% | Reduce -23.2% | 19,708 | $977K |
| Personal Cfo Solutions, LLC | 0.14% | Add +1.4% | 19,488 | $966K |
| HB Wealth Management, LLC | 0.01% | Add +14.8% | 19,096 | $946K |
| Pavaki Capital Management LLC | 0.54% | No change | 19,000 | $942K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.4% | 18,989 | $941K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +9.1% | 18,787 | $931K |
| Abacus Wealth Partners, LLC | 0.09% | Reduce -51.5% | 18,122 | $898K |
| Net Worth Advisory Group | 0.22% | Add +2.8% | 17,947 | $889K |
| Waverly Advisors, LLC | 0.00% | Add +4.9% | 17,093 | $847K |
| Impact Capital Partners LLC | 0.23% | Add +0.1% | 17,006 | $843K |
| NFJ Investment Group, LLC | 0.03% | New | 20,596 | $827K |
| Ascent Group, LLC | 0.02% | Reduce -3.8% | 16,580 | $822K |
| Citizens Financial Group Inc. | 0.01% | Add +1.8% | 16,524 | $819K |
| Flputnam Investment Management Co. | 0.01% | Reduce -15.9% | 16,362 | $811K |
| Basecamp Wealth Advisors LLC | 0.15% | Reduce -0.1% | 16,333 | $809K |
| American Trust Investment Advisors, LLC | 0.40% | No change | 16,260 | $806K |
| Merit Financial Group, LLC | 0.01% | Add +16.1% | 16,166 | $801K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +7.3% | 16,144 | $800K |
| New Vernon Capital Holdings II LLC | 0.44% | No change | 16,086 | $797K |
| Winning Points Advisors, LLC | 1.02% | Reduce -22.8% | 30,688 | $777K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -5.6% | 14,981 | $742K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.1% | 14,975 | $742K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 14,930 | $740K |
| Oslo Pensjonsforsikring AS | 0.09% | New | 14,896 | $740K |
| Gateway Investment Advisers LLC | 0.01% | New | 14,763 | $732K |
| Penserra Capital Management LLC | 0.01% | Add +7707.4% | 14,756 | $730K |
| Legacy Financial Advisors, Inc. | 0.09% | Reduce -0.2% | 14,196 | $704K |
| Cresset Asset Management, LLC | 0.00% | Reduce -26.9% | 14,098 | $699K |
| Sage Rhino Capital LLC | 0.11% | Reduce -1.5% | 14,030 | $695K |
| swisspartners Advisors Ltd | 0.47% | No change | 14,000 | $694K |
| Trust Point Inc. | 0.06% | Add +2.1% | 13,926 | $690K |
| Mission Wealth Management, LP | 0.01% | Add +22.5% | 13,650 | $677K |
| Aprio Wealth Management, LLC | 0.03% | Add +11.0% | 13,487 | $668K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.4% | 13,334 | $661K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +2.1% | 13,306 | $659K |
| Smartleaf Asset Management LLC | 0.02% | No change | 13,286 | $658K |
| Bridgewater Advisors Inc. | 0.04% | Add +1.5% | 12,218 | $644K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.6% | 12,865 | $638K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -35.0% | 12,751 | $632K |
| Vigil Wealth Management, LLC | 0.45% | No change | 12,700 | $629K |
| Valeo Financial Advisors, LLC | 0.01% | Add +38.7% | 12,649 | $627K |
| Summit Global Investments | 0.03% | Reduce -6.2% | 12,636 | $626K |
| Beverly Hills Private Wealth, LLC | 0.12% | Reduce -3.2% | 12,543 | $622K |
| Stephens Inc. | 0.01% | Add +15.3% | 12,502 | $620K |
| Diversify Advisory Services, LLC | 0.01% | New | 11,559 | $607K |
| Diversify Wealth Management, LLC | 0.01% | Add +27.3% | 11,559 | $607K |
| Axxion S.A. | 0.04% | — | 12,134 | $602K |
| First National Bank of Hutchinson | 0.33% | Add +1.9% | 12,117 | $601K |
| Mgo One Seven LLC | 0.01% | New | 12,074 | $598K |
| Leuthold Group, LLC | 0.06% | No change | 11,983 | $594K |
| Gallacher Capital Management LLC | 0.33% | Add +21.8% | 11,899 | $590K |
| Drive Wealth Management, LLC | 0.10% | Add +2.6% | 11,849 | $587K |
| Quantum Portfolio Management LLC | 0.21% | Add +0.9% | 11,823 | $586K |
| Sivia Capital Partners, LLC | 0.07% | Reduce -20.5% | 11,817 | $586K |
| FDx Advisors, Inc. | 0.18% | Reduce -1.9% | 11,797 | $585K |
| MAI Capital Management | 0.00% | Add +603.6% | 11,778 | $584K |
| Nilsine Partners, LLC | 0.04% | Add +1.3% | 11,708 | $580K |
| Seed Wealth Management, Inc. | 0.37% | No change | 11,695 | $580K |
| Frec Markets, Inc. | 0.05% | Add +22.4% | 11,410 | $565K |
| Studio Investment Management LLC | 0.09% | Reduce -1.7% | 11,286 | $559K |
| Private Advisor Group, LLC | 0.00% | Reduce -57.4% | 11,176 | $554K |
| Ellevest, Inc. | 0.06% | Add +31.2% | 11,105 | $550K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -2.1% | 13,693 | $535K |
| Benjamin Edwards Inc. | 0.00% | New | 10,744 | $532K |
| Optas, LLC | 0.07% | Add +4.9% | 10,696 | $530K |
| Fred Alger Management, LLC | 0.00% | Reduce -40.9% | 10,692 | $530K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.9% | 10,656 | $528K |
| Keebeck Wealth Management | 0.05% | Add +20.7% | 10,584 | $525K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.4% | 10,568 | $524K |
| M.E. Allison & Co., Inc. | 0.30% | No change | 10,560 | $523K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -2.2% | 10,556 | $522K |
| Oakmont Investment Advisors, Inc. | 0.36% | New | 10,370 | $514K |
| D'Orazio & Associates, Inc. | 0.06% | Reduce -6.2% | 10,117 | $501K |
| Aaron Wealth Advisors LLC | 0.03% | Add +12.6% | 10,060 | $499K |
| Roundview Capital LLC | 0.03% | Reduce -0.4% | 10,022 | $497K |
| Lido Advisors, LLC | 0.00% | Add +3.0% | 10,021 | $497K |
| Kingsview Wealth Management, LLC | 0.01% | Add +12.2% | 10,019 | $497K |
| Viking Fund Management LLC | 0.04% | Reduce -41.2% | 10,000 | $496K |
| Hirtle & Co., LLC | 0.02% | New | 9,986 | $495K |
| West Family Investments, Inc. | 0.14% | Add +72.8% | 9,606 | $476K |
| EP Wealth Advisors, LLC | 0.00% | Add +47.3% | 9,578 | $475K |
| Ossiam | 0.01% | Reduce -20.8% | 9,549 | $474K |
| Anchyra Partners LLC | 0.11% | Add +5.2% | 9,564 | $474K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -93.4% | 9,488 | $470K |
| Caitong International Asset Management Co., Ltd | 0.06% | New | 9,476 | $470K |
| Commerce Bank | 0.00% | Reduce -3.8% | 9,312 | $462K |
| Yousif Capital Management, LLC | 0.01% | Reduce -79.9% | 9,189 | $455K |
| PUREfi Wealth, LLC | 0.25% | Add +9.7% | 9,178 | $455K |
| XTX Topco Ltd | 0.01% | Reduce -79.8% | 9,172 | $455K |
| Principal Securities, Inc. | 0.01% | Add +25.9% | 9,159 | $454K |
| Fiduciary Trust Co | 0.00% | Reduce -0.3% | 9,013 | $447K |
| Credit Capital Investments LLC | 0.26% | Reduce -10.0% | 9,000 | $446K |
| Mather Group, Llc. | 0.00% | Reduce -2.3% | 8,967 | $444K |
| Florida Trust Wealth Management Co | 0.01% | Add +9.6% | 8,953 | $444K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -15.7% | 8,940 | $443K |
| Focused Alpha, LLC | 0.11% | Add +1.4% | 8,892 | $441K |
| Greenspring Advisors, LLC | 0.02% | Add +21.4% | 8,881 | $440K |
| Wedmont Private Capital | 0.01% | Reduce -10.4% | 8,450 | $440K |
| LVW Advisors, LLC | 0.04% | New | 8,815 | $437K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 8,780 | $437K |
| Five Oceans Advisors | 0.14% | No change | 8,767 | $434K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.9% | 8,764 | $434K |
| Blair William & Co. | 0.00% | Add +0.8% | 8,667 | $430K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.3% | 8,612 | $427K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.6% | 8,511 | $422K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +20.9% | 8,461 | $420K |
| Werba Rubin Papier Wealth Management | 0.05% | Reduce -1.5% | 8,314 | $412K |
| NewEdge Wealth, LLC | 0.00% | Add +17.2% | 8,234 | $408K |
| Avior Wealth Management, LLC | 0.01% | Reduce -15.9% | 8,159 | $404K |
| Allworth Financial LP | 0.00% | Reduce -10.2% | 8,157 | $404K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -19.6% | 8,140 | $403K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.2% | 8,068 | $400K |
| Investors Research Corp | 0.07% | No change | 8,036 | $398K |
| New Republic Capital, LLC | 0.09% | Add +11.5% | 7,972 | $395K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -18.3% | 7,958 | $394K |
| Wealthspire Advisors, LLC | 0.00% | Add +22.3% | 7,919 | $392K |
| Collaborative Fund Advisors, LLC | 0.23% | Add +22.6% | 7,895 | $391K |
| Mattson Financial Services, LLC | 0.08% | Reduce -1.4% | 7,298 | $390K |
| Calydon Capital | 0.06% | No change | 7,694 | $381K |
| Brighton Jones LLC | 0.01% | Add +7.8% | 7,607 | $377K |
| Traveka Wealth, LLC | 0.12% | No change | 7,500 | $372K |
| Fullerton Fund Management Co Ltd. | 0.02% | New | 7,327 | $364K |
| Westover Capital Advisors, LLC | 0.06% | No change | 7,300 | $362K |
| Cromwell Holdings LLC | 0.16% | No change | 7,242 | $359K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -35.0% | 7,223 | $358K |
| Private Trust Co. NA | 0.03% | Add +1031.5% | 7,185 | $356K |
| Natural Investments, LLC | 0.08% | New | 7,171 | $355K |
| 55 North Private Wealth, LLC | 0.07% | New | 7,162 | $355K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 7,054 | $350K |
| Zhang Financial LLC | 0.01% | No change | 7,061 | $350K |
| Ninety One SA (Pty) Ltd | 0.02% | Reduce -37.9% | 7,000 | $348K |
| Seven Mile Advisory | 0.23% | Add +3.6% | 6,980 | $346K |
| Marks Group Wealth Management, Inc | 0.03% | New | 6,941 | $344K |
| Athena Wealth Management, LLC | 0.25% | Add +10.3% | 6,908 | $342K |
| Brown Financial Advisors | 0.12% | Reduce -2.0% | 6,844 | $339K |
| Columbia Asset Management | 0.06% | Reduce -2.9% | 6,798 | $337K |
| AE Wealth Management LLC | 0.00% | New | 6,666 | $330K |
| Havemeyer Place LP | 0.03% | Reduce -83.1% | 6,637 | $329K |
| Angeles Wealth Management, LLC | 0.01% | Add +6.1% | 6,622 | $328K |
| Keel Point, LLC | 0.02% | New | 6,613 | $328K |
| Riversedge Advisors, LLC | 0.04% | New | 6,531 | $324K |
| Titleist Asset Management, LLC | 0.02% | New | 6,501 | $322K |
| Centurion Wealth Management LLC | 0.08% | No change | 6,500 | $322K |
| Facet Wealth, Inc. | 0.00% | New | 6,476 | $321K |
| Foster Group, Inc. | 0.01% | New | 6,458 | $320K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -16.3% | 6,415 | $318K |
| Hilltop Holdings Inc. | 0.03% | Add +0.1% | 6,363 | $315K |
| Coppell Advisory Solutions LLC | 0.03% | New | 509 | $308K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,199 | $307K |
| Simplicity Wealth,LLC | 0.01% | New | 6,164 | $305K |
| First City Capital Management, Inc. | 0.15% | Reduce -4.7% | 6,158 | $305K |
| Sunpointe, LLC | 0.09% | No change | 6,144 | $304K |
| Granite Group Advisors, LLC | 0.18% | No change | 6,104 | $303K |
| Savvy Advisors, Inc. | 0.01% | New | 6,059 | $300K |
| Portside Wealth Group, LLC | 0.04% | New | 6,054 | $300K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Add +14.6% | 6,054 | $300K |
| SCS Capital Management LLC | 0.00% | Add +3.7% | 6,045 | $300K |
| Greykasell Wealth Strategies, Inc. | 0.11% | No change | 6,044 | $300K |
| Gotham Asset Management | 0.00% | No change | 6,021 | $298K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 5,981 | $296K |
| EJMK Ventures LLC | 0.13% | Reduce -29.3% | 5,979 | $296K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -3.8% | 5,976 | $296K |
| Simmons Bank | 0.02% | Reduce -7.0% | 5,949 | $295K |
| King Luther Capital Management Corp. | 0.00% | New | 5,923 | $294K |
| PEAK6 LLC | 0.01% | Reduce -96.0% | 5,904 | $293K |
| Venture Visionary Partners LLC | 0.01% | New | 5,827 | $289K |
| Aspen Grove Capital, LLC | 0.04% | New | 5,798 | $287K |
| PICTET BANK & TRUST Ltd | 0.31% | No change | 5,758 | $286K |
| Moneco Advisors, LLC | 0.02% | Add +7.4% | 5,722 | $284K |
| Focus Financial Network, Inc. | 0.01% | New | 5,720 | $283K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 5,704 | $283K |
| OneAscent Family Office, LLC | 0.14% | New | 5,691 | $282K |
| Arkadios Wealth Advisors | 0.00% | Reduce -46.7% | 5,688 | $282K |
| Welch & Forbes LLC | 0.00% | New | 5,660 | $281K |
| Integrity Financial Corp | 0.13% | No change | 5,655 | $280K |
| Aire Advisors, LLC | 0.05% | No change | 5,647 | $280K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.9% | 5,642 | $280K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,588 | $277K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -7.7% | 5,584 | $277K |
| PCM Encore, LLC | 0.05% | Add +4.3% | 5,508 | $273K |
| Brucke Financial, Inc. | 0.12% | Reduce -1.3% | 5,503 | $273K |
| Cozad Asset Management Inc. | 0.02% | Add +1.4% | 5,463 | $271K |
| World Investment Advisors | 0.00% | Reduce -17.0% | 6,750 | $271K |
| Apollon Wealth Management, LLC | 0.00% | New | 5,411 | $268K |
| Permanens Capital L.P. | 0.03% | New | 5,399 | $268K |
| denkapparat Operations GmbH | 0.09% | New | 5,388 | $267K |
| Glen Eagle Advisors, LLC | 0.03% | Add +1.3% | 5,353 | $265K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 5,281 | $262K |
| Interchange Capital Partners, LLC | 0.05% | New | 5,258 | $261K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.07% | Reduce -8.3% | 5,225 | $259K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 5,211 | $258K |
| Wealth Alliance, LLC | 0.02% | New | 5,181 | $257K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 5,132 | $254K |
| Advisory Services Network, LLC | 0.00% | Reduce -4.5% | 5,121 | $254K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.1% | 5,082 | $252K |
| Capula Management Ltd | 0.00% | New | 5,032 | $249K |
| Syverson Strege & Co | 0.05% | Reduce -6.1% | 5,021 | $249K |
| Tranquilli Financial Advisor LLC | 0.13% | New | 5,008 | $248K |
| Inspire Advisors, LLC | 0.02% | New | 5,003 | $248K |
| Madson Wealth Advisors Inc | 0.17% | New | 5,000 | $248K |
| SYM FINANCIAL Corp | 0.02% | New | 4,982 | $247K |
| OneAscent Financial Services LLC | 0.01% | Reduce -14.7% | 4,979 | $247K |
| Sowell Financial Services LLC | 0.01% | New | 4,965 | $246K |
| Financial Perspectives, Inc | 0.06% | No change | 4,894 | $243K |
| Capital Investment Advisors, LLC | 0.00% | New | 4,879 | $242K |
| Seeds Investor LLC | 0.02% | New | 4,875 | $242K |
| Cheviot Value Management, LLC | 0.02% | Reduce -4.9% | 4,869 | $241K |
| HUB Investment Partners, LLC | 0.00% | New | 4,863 | $241K |
| Choate Investment Advisors | 0.00% | New | 4,854 | $241K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 4,830 | $239K |
| Macquarie Group Ltd. | 0.00% | New | 4,823 | $239K |
| Granville Capital, Inc. | 0.11% | New | 4,803 | $238K |
| Independence Bank of Kentucky | 0.03% | No change | 4,766 | $236K |
| GDS Wealth Management | 0.01% | New | 4,741 | $235K |
| S Harris Financial Group, LLC | 0.18% | New | 4,700 | $233K |
| Curi Capital, LLC | 0.00% | New | 4,679 | $232K |
| Convergence Financial, LLC | 0.02% | New | 4,660 | $231K |
| Crestwood Advisors Group, LLC | 0.00% | New | 4,651 | $230K |
| PFG Investments, LLC | 0.01% | New | 4,637 | $230K |
| Intrust Bank NA | 0.02% | New | 4,603 | $228K |
| Park National Corp. | 0.01% | Reduce -12.9% | 4,595 | $228K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 4,588 | $227K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -85.7% | 4,569 | $226K |
| American Trust | 0.02% | New | 4,502 | $223K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -13.9% | 4,490 | $223K |
| Warren Street Wealth Advisors, LLC | 0.05% | New | 4,440 | $220K |
| Hilltop National Bank | 0.05% | Reduce -8.5% | 4,436 | $220K |
| Shelton Capital Management | 0.00% | New | 4,435 | $220K |
| Westwood Holdings Group Inc. | 0.00% | New | 4,412 | $219K |
| Klingman & Associates, LLC | 0.01% | New | 4,393 | $218K |
| JGP Wealth Management, LLC | 0.02% | New | 4,376 | $217K |
| Stonebrook Private Inc. | 0.04% | New | 4,314 | $214K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 4,313 | $214K |
| Verdence Capital Advisors LLC | 0.01% | New | 4,271 | $212K |
| Fiduciary Financial Group, LLC | 0.02% | New | 4,252 | $211K |
| Stronghold Wealth Management L.L.C. | 0.28% | New | 4,183 | $207K |
| Pure Financial Advisors, LLC | 0.00% | New | 4,159 | $206K |
| Wedbush Securities Inc. | 0.01% | New | 4,072 | $202K |
| Campbell Deegan Wealth Management, LLC | 0.14% | New | 4,064 | $201K |
| STG Securities, LLC | 0.22% | — | 4,056 | $201K |
| Asset Advisory Group, Inc. | 0.09% | New | 4,045 | $200K |
| Rosenberg Matthew Hamilton | 0.04% | Add +50.0% | 4,001 | $198K |
| Corient IA LP | 0.18% | Reduce -66.7% | 3,960 | $196K |
| Rothschild Investment LLC | 0.01% | Add +1.7% | 3,814 | $189K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,525 | $175K |
| UMB Bank, n.a. | 0.00% | Reduce -0.1% | 3,493 | $173K |
| Allianz SE | 0.00% | No change | 3,390 | $168K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 3,232 | $160K |
| Golden State Wealth Management, LLC | 0.01% | Add +2.2% | 3,212 | $159K |
| IFP Advisors, Inc | 0.00% | Reduce -0.5% | 3,040 | $151K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.4% | 2,909 | $144K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 2,616 | $130K |
| Owl Creek Wealth Partners LLC | 0.04% | No change | 2,612 | $129K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,564 | $127K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -1.1% | 2,547 | $126K |
| Fifth Third Bancorp | 0.00% | Add +9.3% | 2,529 | $125K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,436 | $121K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 2,354 | $117K |
| PlanVest Financial, Inc | 0.07% | No change | 2,096 | $104K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,095 | $104K |
| Mountain Hill Investment Partners Corp. | 0.06% | No change | 2,000 | $99K |
| GAMMA Investing LLC | 0.00% | Add +23.1% | 1,983 | $98K |
| Salomon & Ludwin, LLC | 0.01% | Add +44.3% | 1,871 | $93K |
| Continuum Advisory, LLC | 0.01% | New | 1,849 | $92K |
| Lavaca Capital LLC | 0.01% | Add +287.8% | 1,784 | $88K |
| Berbice Capital Management LLC | 0.04% | No change | 1,700 | $84K |
| Parkside Financial Bank & Trust | 0.01% | Add +9.2% | 1,652 | $82K |
| First Command Advisory Services, Inc. | 0.00% | Add +1545.9% | 1,613 | $80K |
| Silver Grove Financial Group, Inc. | 0.04% | New | 1,609 | $80K |
| Nisa Investment Advisors, LLC | 0.00% | Add +18.5% | 1,604 | $79K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,590 | $79K |
| Larson Financial Group LLC | 0.00% | Add +27.4% | 1,489 | $74K |
| NFSG Corp | 0.01% | No change | 1,425 | $71K |
| Cape Investment Advisory, Inc. | 0.02% | New | 1,284 | $64K |
| TD Private Client Wealth LLC | 0.00% | Add +119.5% | 1,227 | $61K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -0.5% | 1,137 | $60K |
| Ares Financial Consulting, LLC | 0.04% | No change | 1,130 | $56K |
| SHP Wealth Management | 0.00% | Add +11.8% | 1,077 | $53K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.4% | 1,060 | $53K |
| SJS Investment Consulting Inc. | 0.01% | Add +134.4% | 1,057 | $52K |
| Rakuten Securities, Inc. | 0.01% | New | 1,033 | $51K |
| Bayban | 0.04% | No change | 1,000 | $50K |
| Community Bank, N.A. | 0.01% | No change | 1,000 | $50K |
| Ancora Advisors LLC | 0.00% | Reduce -54.7% | 999 | $50K |
| Credit Industriel Et Commercial | 0.01% | Reduce -98.7% | 987 | $49K |
| Fairscale Capital, LLC | 0.03% | No change | 969 | $48K |
| True Wealth Design, LLC | 0.01% | Add +0.4% | 910 | $45K |
| Smithfield Trust Co | 0.00% | No change | 900 | $44K |
| Prosperity Bancshares Inc | 0.03% | No change | 870 | $43K |
| Activest Wealth Management | 0.01% | Reduce -58.2% | 836 | $41K |
| Financial Consulate, Inc. | 0.00% | Add +215.3% | 801 | $40K |
| Bayforest Capital Ltd | 0.04% | Reduce -68.1% | 799 | $40K |
| Robinswood Financial LLC | 0.01% | No change | 798 | $40K |
| Huntington National Bank | 0.00% | Reduce -9.2% | 779 | $39K |
| Key Financial Inc | 0.01% | Reduce -21.8% | 773 | $38K |
| V-Square Quantitative Management LLC | 0.00% | New | 730 | $36K |
| MidFirst Bank | 0.00% | No change | 715 | $35K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 700 | $35K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +69.6% | 697 | $35K |
| First Bancorp, Inc | 0.01% | New | 647 | $32K |
| GW&K Investment Management, LLC | 0.00% | Add +0.5% | 653 | $32K |
| Fiduciary Financial Advisors | 0.00% | New | 641 | $32K |
| Clean Yield Group | 0.01% | No change | 591 | $29K |
| Triumph Capital Management | 0.00% | Add +40.5% | 524 | $26K |
| CoreCap Advisors, LLC | 0.00% | Add +4.6% | 520 | $26K |
| WealthCollab, LLC | 0.01% | No change | 509 | $25K |
| YANKCOM Partnership | 0.01% | No change | 509 | $25K |
| Elequin Capital, LP | 0.00% | New | 501 | $25K |
| Zions Bancorporation, National Association | 0.00% | No change | 501 | $25K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $25K |
| Spire Wealth Management | 0.00% | Reduce -96.2% | 472 | $23K |
| Kilter Group LLC | 0.01% | Add +4100.0% | 420 | $21K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -3.7% | 413 | $20K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 400 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | New | 392 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Add +72.6% | 390 | $19K |
| Bullock Wealth Management Group | 0.01% | No change | 383 | $19K |
| Highline Wealth Partners LLC | 0.00% | Add +6.1% | 382 | $19K |
| Cornerstone Financial Management LLC | 0.01% | Add +73.7% | 363 | $18K |
| Bare Financial Services, Inc | 0.00% | Add +75.1% | 359 | $18K |
| Dunhill Financial, LLC | 0.00% | Add +184.6% | 350 | $17K |
| Raffa Wealth Management, LLC | 0.00% | Add +14.5% | 348 | $17K |
| Hanson & Doremus Investment Management | 0.00% | No change | 339 | $17K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 342 | $17K |
| Financial Gravity Companies, Inc. | 0.00% | — | 340 | $17K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +368.1% | 323 | $16K |
| Sterling Capital Management LLC | 0.00% | No change | 314 | $16K |
| Barclays PLC | 0.00% | Reduce -47.5% | 310 | $15K |
| Winch Advisory Services, LLC | 0.00% | New | 303 | $15K |
| JPL Wealth Management, LLC | 0.00% | Add +126.8% | 279 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 279 | $14K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -2.5% | 270 | $13K |
| Principia Wealth Advisory, LLC | 0.01% | Add +14.8% | 263 | $13K |
| Elevation Wealth Partners, LLC | 0.00% | New | 261 | $13K |
| Main Street Group, LTD | 0.00% | No change | 242 | $12K |
| Retirement Wealth Solutions LLC | 0.01% | Add +0.8% | 241 | $12K |
| Montag A & Associates Inc. | 0.00% | No change | 237 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 224 | $11K |
| Paradigm Asset Management Co. LLC | 0.00% | No change | 224 | $11K |
| CX Institutional | 0.00% | Reduce -22.2% | 224 | $11K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -34.8% | 214 | $11K |
| Nova Wealth Management, Inc. | 0.01% | New | 212 | $11K |
| LRI Investments, LLC | 0.00% | Add +32.5% | 212 | $11K |
| Horizon Financial Services, LLC | 0.00% | New | 211 | $10K |
| Roxbury Financial LLC | 0.01% | Add +1.5% | 208 | $10K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 200 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +4.7% | 199 | $10K |
| Signature Equity Partners, LLC | 0.00% | Add +21.0% | 196 | $10K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -4.7% | 183 | $9K |
| Manchester Capital Management LLC | 0.00% | Reduce -1.6% | 183 | $9K |
| Abound Wealth Management | 0.00% | No change | 180 | $9K |
| Arlington Trust Co LLC | 0.00% | No change | 180 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 175 | $9K |
| American Capital Advisory, LLC | 0.00% | Reduce -14.3% | 174 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 8,098 | $8K |
| Manning & Napier Advisors LLC | 0.00% | Add +1.3% | 162 | $8K |
| MV Capital Management, Inc. | 0.00% | New | 157 | $8K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -76.2% | 151 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 146 | $7K |
| North Star Investment Management Corp. | 0.00% | No change | 141 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 138 | $7K |
| Benson Wealth Management INC | 0.01% | No change | 137 | $7K |
| Rossby Financial, LCC | 0.00% | Add +23.4% | 137 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 136 | $7K |
| Bravera Wealth | 0.00% | No change | 132 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 132 | $7K |
| Essential Partners LLC | 0.00% | No change | 131 | $6K |
| Creative Capital Management Investments LLC | 0.00% | New | 130 | $6K |
| IMA Advisory Services, Inc. | 0.00% | Add +55.6% | 126 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 120 | $6K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 116 | $6K |
| Grove Bank & Trust | 0.00% | Add +4.6% | 113 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 108 | $5K |
| Sittner & Nelson, LLC | 0.00% | New | 97 | $5K |
| Kozak & Associates, Inc. | 0.00% | No change | 96 | $5K |
| NBH Bank | 0.00% | — | 100 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -22.0% | 92 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | New | 87 | $4K |
| West Paces Advisors Inc. | 0.00% | New | 85 | $4K |
| First Pacific Financial | 0.00% | Reduce -25.9% | 83 | $4K |
| IFG Advisory, LLC | 0.00% | New | 83 | $4K |
| Gleason Group, Inc. | 0.00% | New | 80 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +15.4% | 75 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 74 | $4K |
| Stone House Investment Management, LLC | 0.00% | Add +121.9% | 71 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +29.1% | 71 | $4K |
| Aventura Private Wealth, LLC | 0.00% | New | 69 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 67 | $3K |
| Avion Wealth | 0.00% | No change | 65 | $3K |
| Burk Holdings LLC | 0.00% | No change | 59 | $3K |
| Basepoint Wealth LLC | 0.00% | No change | 56 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 56 | $3K |
| Asset Dedication, LLC | 0.00% | Add +77.4% | 55 | $3K |
| Federated Hermes, Inc. | 0.00% | No change | 54 | $3K |
| Highland Investment Advisors LLC | 0.00% | — | 53 | $3K |
| SWAN Capital LLC | 0.00% | No change | 48 | $2K |
| Allied Private Wealth LLC | 0.00% | — | 46 | $2K |
| Sankala Group LLC | 0.00% | No change | 44 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 46 | $2K |
| CENTRAL TRUST Co | 0.00% | Add +125.0% | 45 | $2K |
| Dogwood Wealth Management LLC | 0.00% | No change | 41 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 52 | $2K |
| Advocate Investing Services LLC | 0.00% | No change | 40 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 38 | $2K |
| Downshift Financial, LLC | 0.00% | New | 39 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 38 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +8.6% | 38 | $2K |
| Monetary Solutions, Ltd | 0.00% | Add +375.0% | 38 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 35 | $2K |
| Crewe Advisors LLC | 0.00% | New | 35 | $2K |
| Southern Michigan Bank & Trust | 0.00% | No change | 39 | $2K |
| Marshall Investment Management, LLC | 0.00% | New | 33 | $2K |
| Quent Capital, LLC | 0.00% | New | 31 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | Reduce -68.8% | 30 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -74.4% | 30 | $1K |
| TD Capital Management LLC | 0.00% | No change | 29 | $1K |
| Caitlin John, LLC | 0.00% | No change | 27 | $1K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 26 | $1K |
| Noble Wealth Management PBC | 0.00% | New | 21 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 22 | $1K |
| Forum Finance Group S.A. | 0.00% | New | 14 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 19 | $926 |
| Buck Wealth Strategies, LLC | 0.00% | New | 16 | $793 |
| Ameriflex Group, Inc. | 0.00% | New | 14 | $694 |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 13 | $645 |
| Nemes Rush Group LLC | 0.00% | No change | 11 | $545 |
| Aberdeen Wealth Management LLC | 0.00% | New | 10 | $496 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 9 | $447 |
| Decker Retirement Planning Inc. | 0.00% | New | 8 | $395 |
| Mosley Wealth Management | 0.00% | New | 6 | $297 |
| Truvestments Capital LLC | 0.00% | Reduce -98.3% | 6 | $297 |
| Midwest Capital Advisors, LLC | 0.00% | No change | 4 | $198 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $34 |
| 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.