AAXJ(AAXJ)
AAXJ
Institutional Ownership
Top 322 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 2.79M | Mar 31, 26 | -131.05K | 6.81% |
| Analyst IMS Investment Management Services Ltd. | 2.22M | Mar 31, 26 | +1.13M | 5.41% |
| MORGAN STANLEY | 1.18M | Mar 31, 26 | -44.92K | 2.86% |
| J.Safra Asset Management Corp | 872.03K | Mar 31, 26 | +27.54K | 2.12% |
| PRAGMA GESTAO DE PATRIMONIO LTD | 820.30K | Mar 31, 26 | +154.90K | 2.00% |
| GOLDMAN SACHS GROUP INC | 658.28K | Mar 31, 26 | +562.09K | 1.60% |
| OVERSEA-CHINESE BANKING Corp Ltd | 418.48K | Mar 31, 26 | -235.79K | 1.02% |
| BANK OF AMERICA CORP /DE/ | 358.34K | Mar 31, 26 | +64.41K | 0.87% |
| PGIM Custom Harvest LLC | 348.93K | Mar 31, 26 | +24.13K | 0.85% |
| PRUDENTIAL PLC | 327.27K | Mar 31, 26 | -179.41K | 0.80% |
| BFI Infinity Ltd. | 306.96K | Mar 31, 26 | +10.00K | 0.75% |
| ALLIANCEBERNSTEIN L.P. | 293.42K | Mar 31, 26 | -187.07K | 0.71% |
| Bank Julius Baer & Co. Ltd, Zurich | 262.70K | Mar 31, 26 | +1.99K | 0.64% |
| UBS Group AG | 236.19K | Mar 31, 26 | -126 | 0.58% |
| ROYAL BANK OF CANADA | 214.09K | Mar 31, 26 | -92.86K | 0.52% |
| Global Endowment Management, LP | 157.97K | Mar 31, 26 | -7.44K | 0.38% |
| WELLINGTON MANAGEMENT GROUP LLP | 157.72K | Mar 31, 26 | -32.73K | 0.38% |
| Saudi Central Bank | 144.15K | Mar 31, 26 | -- | 0.35% |
| MARSHALL WACE, LLP | 133.12K | Mar 31, 26 | +105.38K | 0.32% |
| LPL Financial LLC | 133.10K | Mar 31, 26 | +36.17K | 0.32% |
| CITADEL ADVISORS LLC | 126.32K | Mar 31, 26 | +126.32K | 0.31% |
| Zurich Insurance Group Ltd/FI | 123.93K | Mar 31, 26 | -24.46K | 0.30% |
| FIDUCIARY FINANCIAL GROUP, LLC | 122.53K | Mar 31, 26 | +2.25K | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 109.49K | Mar 31, 26 | +65.32K | 0.27% |
| GFS Advisors, LLC | 101.08K | Mar 31, 26 | -8.06K | 0.25% |
| Banco Santander, S.A. | 93.00K | Mar 31, 26 | -24.31K | 0.23% |
| FLOW TRADERS U.S. LLC | 90.07K | Mar 31, 26 | +90.07K | 0.22% |
| Palisades Hudson Asset Management, L.P. | 89.90K | Mar 31, 26 | -1.12K | 0.22% |
| CI Private Wealth, LLC | 87.81K | Mar 31, 26 | +15.31K | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 81.40K | Mar 31, 26 | +33.08K | 0.20% |
| CITIGROUP INC | 80.14K | Mar 31, 26 | +34.47K | 0.20% |
| Activest Wealth Management | 79.82K | Mar 31, 26 | +57.76K | 0.19% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 79.72K | Mar 31, 26 | -- | 0.19% |
| OLD MISSION CAPITAL LLC | 72.96K | Mar 31, 26 | +72.96K | 0.18% |
| Kera Capital Partners, Inc. | 72.32K | Mar 31, 26 | -27.32K | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 69.83K | Mar 31, 26 | +61.78K | 0.17% |
| Journey Advisory Group, LLC | 65.96K | Mar 31, 26 | -6.02K | 0.16% |
| INVICTUS PRIVATE WEALTH, LLC | 63.48K | Mar 31, 26 | +54.69K | 0.15% |
| DRW Securities, LLC | 61.10K | Mar 31, 26 | +37.37K | 0.15% |
| BROWN ADVISORY INC | 60.65K | Mar 31, 26 | -6.46K | 0.15% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 60.25K | Mar 31, 26 | +6.12K | 0.15% |
| James Hambro & Partners | 57.27K | Mar 31, 26 | +9.71K | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 54.56K | Mar 31, 26 | -12.50K | 0.13% |
| Rothschild & Co Wealth Management UK Ltd | 50.37K | Mar 31, 26 | -7.11K | 0.12% |
| MAI Capital Management | 48.13K | Mar 31, 26 | +15 | 0.12% |
| BAILARD, INC. | 47.29K | Mar 31, 26 | -5.43K | 0.12% |
| Quantinno Capital Management LP | 42.94K | Mar 31, 26 | -16.23K | 0.10% |
| WELLS FARGO & COMPANY/MN | 42.12K | Mar 31, 26 | -12.90K | 0.10% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 41.95K | Mar 31, 26 | -1.30K | 0.10% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 40.87K | Mar 31, 26 | -5.71K | 0.10% |
| Banque Cantonale Vaudoise | 40.59K | Mar 31, 26 | +1.49K | 0.10% |
| AlphaCore Capital LLC | 38.15K | Mar 31, 26 | -8.32K | 0.09% |
| Federation des caisses Desjardins du Quebec | 37.43K | Mar 31, 26 | -2.47K | 0.09% |
| SPINNAKER TRUST | 36.84K | Mar 31, 26 | -764 | 0.09% |
| Nicholas Hoffman & Company, LLC. | 36.35K | Mar 31, 26 | -- | 0.09% |
| iA Global Asset Management Inc. | 35.08K | Mar 31, 26 | +16.62K | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 33.35K | Mar 31, 26 | +814 | 0.08% |
| Pathway Financial Advisors LLC | 31.09K | Mar 31, 26 | +203 | 0.08% |
| Moneda S.A. Administradora General de Fondos | 31.08K | Mar 31, 26 | -11 | 0.08% |
| FRANKLIN RESOURCES INC | 30.97K | Mar 31, 26 | -- | 0.08% |
| BESSEMER GROUP INC | 27.00K | Mar 31, 26 | -- | 0.07% |
| Evercore Wealth Management, LLC | 25.98K | Mar 31, 26 | -- | 0.06% |
| Rathbones Group PLC | 25.58K | Mar 31, 26 | +2.28K | 0.06% |
| BlackRock, Inc. | 24.32K | Mar 31, 26 | -695 | 0.06% |
| COMMERCE BANK | 24.24K | Mar 31, 26 | -570 | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 24.07K | Mar 31, 26 | -- | 0.06% |
| Cerity Partners LLC | 22.99K | Mar 31, 26 | +22.99K | 0.06% |
| FPC INVESTMENT ADVISORY, INC. | 22.85K | Mar 31, 26 | -4.84K | 0.06% |
| NATIONAL BANK OF CANADA /FI/ | 22.38K | Mar 31, 26 | +6.25K | 0.05% |
| Gruss & Co., LLC | 22.00K | Mar 31, 26 | -2.00K | 0.05% |
| Union Bancaire Privee, UBP SA | 21.33K | Mar 31, 26 | +4.35K | 0.05% |
| swisspartners Advisors Ltd | 20.43K | Mar 31, 26 | -- | 0.05% |
| Prospera Financial Services Inc | 20.26K | Mar 31, 26 | -433 | 0.05% |
| Proficio Capital Partners LLC | 19.35K | Mar 31, 26 | -- | 0.05% |
| Modern Wealth Management, LLC | 19.29K | Mar 31, 26 | -89 | 0.05% |
| Climber Capital SA | 18.57K | Mar 31, 26 | -10.92K | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 18.24K | Mar 31, 26 | -1.98K | 0.04% |
| AMERIPRISE FINANCIAL INC | 17.05K | Mar 31, 26 | -1.22K | 0.04% |
| VOYA INVESTMENT MANAGEMENT LLC | 17.03K | Mar 31, 26 | +8.87K | 0.04% |
| MMBG INVESTMENT ADVISORS CO. | 16.36K | Mar 31, 26 | -- | 0.04% |
| CONGRESS ASSET MANAGEMENT CO /MA | 15.63K | Mar 31, 26 | -1.71K | 0.04% |
| Y-Intercept (Hong Kong) Ltd | 13.13K | Mar 31, 26 | +7.06K | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 12.39K | Mar 31, 26 | +5.33K | 0.03% |
| Squarepoint Ops LLC | 12.24K | Mar 31, 26 | +12.24K | 0.03% |
| Sanctuary Advisors, LLC | 11.77K | Mar 31, 26 | +63 | 0.03% |
| HB Wealth Management, LLC | 11.70K | Mar 31, 26 | +2.74K | 0.03% |
| Apollon Wealth Management, LLC | 11.53K | Mar 31, 26 | -301 | 0.03% |
| Betterment LLC | 11.38K | Mar 31, 26 | +528 | 0.03% |
| INSIGNEO ADVISORY SERVICES, LLC | 11.28K | Mar 31, 26 | +2.40K | 0.03% |
| BANQUE PICTET & CIE SA | 10.65K | Mar 31, 26 | -196 | 0.03% |
| Advisory Alpha, LLC | 10.13K | Mar 31, 26 | +2.25K | 0.02% |
| Insight Wealth Partners, LLC | 9.91K | Mar 31, 26 | +9.91K | 0.02% |
| Advisory Services Network, LLC | 8.87K | Mar 31, 26 | +16 | 0.02% |
| Independent Wealth Network Inc. | 8.61K | Mar 31, 26 | -15 | 0.02% |
| Rockefeller Capital Management L.P. | 8.38K | Mar 31, 26 | -607 | 0.02% |
| Logan Stone Capital, LLC | 8.19K | Mar 31, 26 | -509 | 0.02% |
| Ballentine Partners, LLC | 7.91K | Mar 31, 26 | -- | 0.02% |
| Quantitative Investment Management, LLC | 7.88K | Mar 31, 26 | +7.88K | 0.02% |
| HSBC HOLDINGS PLC | 7.79K | Mar 31, 26 | -- | 0.02% |
| Colony Group, LLC | 7.79K | Mar 31, 26 | +7.79K | 0.02% |
| Cresset Asset Management, LLC | 7.60K | Mar 31, 26 | -- | 0.02% |
| Finley Financial, LLC | 7.39K | Mar 31, 26 | -60 | 0.02% |
| IEQ CAPITAL, LLC | 7.15K | Mar 31, 26 | -- | 0.02% |
| Retirement Planning Group | 6.89K | Mar 31, 26 | +116 | 0.02% |
| SCS Capital Management LLC | 6.86K | Mar 31, 26 | -- | 0.02% |
| Vontobel Holding Ltd. | 6.83K | Mar 31, 26 | -- | 0.02% |
| Goelzer Investment Management, Inc. | 6.69K | Mar 31, 26 | -- | 0.02% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 6.51K | Mar 31, 26 | +6.51K | 0.02% |
| Baird Financial Group, Inc. | 6.51K | Mar 31, 26 | -- | 0.02% |
| GTS SECURITIES LLC | 6.41K | Mar 31, 26 | +6.41K | 0.02% |
| Independent Solutions Wealth Management, LLC | 6.25K | Mar 31, 26 | +1.36K | 0.02% |
| Prime Capital Investment Advisors, LLC | 6.17K | Mar 31, 26 | -243 | 0.02% |
| HRT FINANCIAL LP | 6.16K | Mar 31, 26 | +6.16K | 0.02% |
| KPP Advisory Services LLC | 5.96K | Mar 31, 26 | -11.93K | 0.01% |
| ALTFEST L J & CO INC | 5.78K | Mar 31, 26 | -46 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.71K | Mar 31, 26 | -274 | 0.01% |
| Accredited Investors Inc. | 5.55K | Mar 31, 26 | +1.34K | 0.01% |
| Summa Corp. | 5.50K | Mar 31, 26 | -- | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 5.30K | Mar 31, 26 | +5.30K | 0.01% |
| BlackDiamond Wealth Management Inc. | 5.26K | Mar 31, 26 | +411 | 0.01% |
| BigSur Wealth Management LLC | 5.26K | Mar 31, 26 | -- | 0.01% |
| TRUIST FINANCIAL CORP | 5.15K | Mar 31, 26 | -307 | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 4.80K | Mar 31, 26 | -- | 0.01% |
| Breakwater Investment Management | 4.76K | Mar 31, 26 | -- | 0.01% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 4.70K | Mar 31, 26 | -- | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.66K | Mar 31, 26 | -139 | 0.01% |
| FMR LLC | 4.42K | Mar 31, 26 | +655 | 0.01% |
| WEBSTER BANK, N. A. | 4.40K | Mar 31, 26 | -282 | 0.01% |
| Evolution Wealth Advisors, LLC | 4.34K | Mar 31, 26 | +334 | 0.01% |
| STIFEL FINANCIAL CORP | 4.25K | Mar 31, 26 | -253 | 0.01% |
| Creative Planning | 4.23K | Mar 31, 26 | -260 | 0.01% |
| FIFTH THIRD BANCORP | 4.06K | Mar 31, 26 | +4.06K | 0.01% |
| Wealthcare Advisory Partners LLC | 4.04K | Mar 31, 26 | -59 | 0.01% |
| E&G Advisors, LP | 4.04K | Mar 31, 26 | +1.43K | 0.01% |
| TRITONPOINT WEALTH, LLC | 4.02K | Mar 31, 26 | -70 | 0.01% |
| NewEdge Advisors, LLC | 3.97K | Mar 31, 26 | -3.27K | 0.01% |
| BARCLAYS PLC | 3.91K | Mar 31, 26 | -1.99K | 0.01% |
| Miracle Mile Advisors, LLC | 3.76K | Mar 31, 26 | -- | 0.01% |
| Crescent Grove Advisors, LLC | 3.74K | Mar 31, 26 | -- | 0.01% |
| Freestone Capital Holdings, LLC | 3.65K | Mar 31, 26 | -1 | 0.01% |
| FIDUCIARY TRUST CO | 3.62K | Mar 31, 26 | -1.46K | 0.01% |
| Yoffe Investment Management, LLC | 3.59K | Mar 31, 26 | -- | 0.01% |
| Americana Partners, LLC | 3.53K | Mar 31, 26 | +164 | 0.01% |
| Trek Financial, LLC | 3.46K | Mar 31, 26 | +3.46K | 0.01% |
| Foster Group, Inc. | 3.40K | Mar 31, 26 | +400 | 0.01% |
| Pathstone Holdings, LLC | 3.31K | Mar 31, 26 | -- | 0.01% |
| Savant Capital, LLC | 3.23K | Mar 31, 26 | -263 | 0.01% |
| River Street Advisors LLC | 3.20K | Mar 31, 26 | -- | 0.01% |
| U.S. Capital Wealth Advisors, LLC | 3.16K | Mar 31, 26 | +337 | 0.01% |
| DENVER WEALTH MANAGEMENT, INC. | 3.05K | Mar 31, 26 | +3.05K | 0.01% |
| Vanguard National Trust Co | 3.04K | Mar 31, 26 | +3.04K | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 3.00K | Mar 31, 26 | +184 | 0.01% |
| Russell Investments Group, Ltd. | 2.92K | Mar 31, 26 | +91 | 0.01% |
| Vivaldi Capital Management LP | 2.92K | Mar 31, 26 | +85 | 0.01% |
| TWO SIGMA SECURITIES, LLC | 2.87K | Mar 31, 26 | +2.87K | 0.01% |
| OARSMAN CAPITAL, INC. | 2.83K | Mar 31, 26 | -826 | 0.01% |
| First Pacific Financial | 2.73K | Mar 31, 26 | -284 | 0.01% |
| Zuckerman Investment Group, LLC | 2.46K | Mar 31, 26 | -- | 0.01% |
| Evelyn Partners Investment Management LLP | 2.15K | Mar 31, 26 | -- | 0.01% |
| Cherry Tree Wealth Management, LLC | 1.93K | Mar 31, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.65K | Mar 31, 26 | +172 | 0.00% |
| TD Waterhouse Canada Inc. | 1.50K | Mar 31, 26 | +1.50K | 0.00% |
| WHITTIER TRUST CO | 1.35K | Mar 31, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 1.19K | Mar 31, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 1.16K | Mar 31, 26 | +1.16K | 0.00% |
| UMB Bank, n.a. | 1.13K | Mar 31, 26 | -- | 0.00% |
| IFP Advisors, Inc | 872 | Mar 31, 26 | -- | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 752 | Mar 31, 26 | -- | 0.00% |
| Turtle Creek Wealth Advisors, LLC | 687 | Mar 31, 26 | +687 | 0.00% |
| Evelyn Partners Asset Management Ltd | 544 | Mar 31, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 385 | Mar 31, 26 | +385 | 0.00% |
| Migdal Insurance & Financial Holdings Ltd. | 366 | Mar 31, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 348 | Mar 31, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 314 | Mar 31, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 296 | Mar 31, 26 | -- | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 276 | Mar 31, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 276 | Mar 31, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 250 | Mar 31, 26 | -- | 0.00% |
| Independence Bank of Kentucky | 242 | Mar 31, 26 | -- | 0.00% |
| Boreal Capital Management LLC | 216 | Mar 31, 26 | -- | 0.00% |
| Triumph Capital Management | 215 | Mar 31, 26 | -14 | 0.00% |
| MB, LEVIS & ASSOCIATES, LLC | 199 | Mar 31, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 195 | Mar 31, 26 | +153 | 0.00% |
| TD Capital Management LLC | 167 | Mar 31, 26 | -- | 0.00% |
| TSFG, LLC | 143 | Mar 31, 26 | -2 | 0.00% |
| ACIMA PRIVATE WEALTH, LLC | 137 | Mar 31, 26 | +137 | 0.00% |
| Tower Research Capital LLC (TRC) | 130 | Mar 31, 26 | -116 | 0.00% |
| Sound Income Strategies, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| KELLEHER FINANCIAL ADVISORS | 100 | Mar 31, 26 | -- | 0.00% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 70 | Mar 31, 26 | -4.38K | 0.00% |
| PRIVATE TRUST CO NA | 50 | Mar 31, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 47 | Mar 31, 26 | -- | 0.00% |
| US BANCORP \DE\ | 46 | Mar 31, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 44 | Mar 31, 26 | -- | 0.00% |
| AE Wealth Management LLC | 43 | Mar 31, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 43 | Mar 31, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 28 | Mar 31, 26 | -- | 0.00% |
| ORG Wealth Partners, LLC | 18 | Mar 31, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 17 | Mar 31, 26 | -1 | 0.00% |
| Steward Partners Investment Advisory, LLC | 7 | Mar 31, 26 | -- | 0.00% |
| WPG Advisers, LLC | 6 | Mar 31, 26 | -- | 0.00% |
| Mariner, LLC | -- | Mar 31, 26 | -2.73K | -- |
| LVW Advisors, LLC | -- | Mar 31, 26 | -2.37K | -- |
| Zurcher Kantonalbank (Zurich Cantonalbank) | -- | Mar 31, 26 | -34 | -- |
| BANK OF MONTREAL /CAN/ | -- | Mar 31, 26 | -230 | -- |
| Quadrature Capital Ltd | -- | Mar 31, 26 | -3.08K | -- |
| South Shore Capital Advisors | -- | Mar 31, 26 | -6.66K | -- |
| DEUTSCHE BANK AG\ | -- | Mar 31, 26 | -55 | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Mar 31, 26 | -2.52K | -- |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | -- | Mar 31, 26 | -42.20K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -957 | -- |
| Allianz Asset Management GmbH | -- | Mar 31, 26 | -90.30K | -- |
| BANK OF NOVA SCOTIA | -- | Mar 31, 26 | -87.74K | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -6 | -- |
| SOL Capital Management CO | -- | Mar 31, 26 | -23.02K | -- |
| Qube Research & Technologies Ltd | -- | Mar 31, 26 | -1.74K | -- |
| Orion Capital Management LLC | -- | Mar 31, 26 | -80 | -- |
| Procyon Advisors, LLC | -- | Mar 31, 26 | -2.50K | -- |
| CIBC Private Wealth Group, LLC | 707.92K | Dec 31, 25 | -25.40K | 1.72% |
| Tolleson Wealth Management, Inc. | 41.69K | Dec 31, 25 | -1.61K | 0.10% |
| GLENMEDE TRUST CO NA | 7.82K | Dec 31, 25 | +7.82K | 0.02% |
| COMERICA BANK | 3.80K | Dec 31, 25 | +97 | 0.01% |
| VANGUARD GROUP INC | 3.04K | Dec 31, 25 | -- | 0.01% |
| LM Advisors LLC | 210 | Dec 31, 25 | +210 | 0.00% |
| Global Retirement Partners, LLC | 13 | Dec 31, 25 | -- | 0.00% |
| EFG Asset Management (Americas) Corp. | 67.83K | Sep 30, 25 | +10.79K | 0.17% |
| Glenmede Investment Management, LP | 7.82K | Sep 30, 25 | -- | 0.02% |
| Brueske Advisory Services, LLC | 2.44K | Sep 30, 25 | +2.44K | 0.01% |
| CROWLEY WEALTH MANAGEMENT, INC. | 110 | Sep 30, 25 | -- | 0.00% |
| Congress Wealth Management LLC / DE / | 20.03K | Jun 30, 25 | -1.07K | 0.05% |
| UNIONVIEW, LLC | 3.69K | Dec 31, 24 | +54 | 0.01% |
| Edge Capital Group, LLC | 3.28K | Dec 31, 24 | -11.03K | 0.01% |
| All Season Financial Advisors, Inc. | 28.03K | Sep 30, 24 | +17.26K | 0.07% |
| Raymond James Financial Services Advisors, Inc. | 16.63K | Sep 30, 24 | +16.63K | 0.04% |
| RAYMOND JAMES & ASSOCIATES | 6.89K | Sep 30, 24 | -7 | 0.02% |
| Waypoint Capital Advisors, LLC | 5.15K | Sep 30, 24 | -- | 0.01% |
| BlackRock Inc. | 26.50K | Jun 30, 24 | -1.16K | 0.06% |
| Wunderlich Capital Managemnt | 4.70K | Jun 30, 24 | -153 | 0.01% |
| CREDIT SUISSE AG/ | 4.36K | Mar 31, 24 | -- | 0.01% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 7.66K | Sep 30, 23 | -1.80K | 0.02% |
| COLONY GROUP LLC | 4.14K | Sep 30, 23 | -47 | 0.01% |
| ROPES WEALTH ADVISORS LLC | 3.34K | Sep 30, 23 | -- | 0.01% |
| PFS INVESTMENTS INC. | 405.87K | Jun 30, 23 | -47.68K | 0.99% |
| EFG CAPITAL INTERNATIONAL CORP. | 57.44K | Jun 30, 23 | +57.44K | 0.14% |
| PICTET ASSET MANAGEMENT SA | 10.76K | Jun 30, 23 | -42.35K | 0.03% |
| GOFEN & GLOSSBERG LLC /IL/ | 5.07K | Dec 31, 22 | +32 | 0.01% |
| Portfolio Solutions, LLC | 5.94K | Sep 30, 22 | -3.20K | 0.01% |
| EATON VANCE MANAGEMENT | 5.60K | Sep 30, 22 | -- | 0.01% |
| Covington Capital Management | 64 | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 52 | Sep 30, 22 | -- | 0.00% |
| CPWM, LLC | -- | Sep 30, 22 | -23.43K | -- |
| Kore Private Wealth LLC | -- | Sep 30, 22 | -3.32K | -- |
| Intersect Capital LLC | 14.92K | Jun 30, 22 | -791 | 0.04% |
| BREWIN DOLPHIN LTD | 213 | Jun 30, 22 | -- | 0.00% |
| B. Riley Wealth Management, Inc. | 43 | Jun 30, 22 | +43 | 0.00% |
| Meristem Family Wealth, LLC | 14.94K | Mar 31, 22 | -37.10K | 0.04% |
| Nauset Wealth Management. LLC | 13.05K | Mar 31, 22 | +9.45K | 0.03% |
| Personal Wealth Partners | 8.99K | Mar 31, 22 | -- | 0.02% |
| People's United Financial, Inc. | 3.54K | Mar 31, 22 | -1.36K | 0.01% |
| NEXT Financial Group, Inc | 5.30K | Dec 31, 21 | +9 | 0.01% |
| Psagot Value Holdings Ltd. | 9.25K | Sep 30, 21 | -219 | 0.02% |
| Covenant Multifamily Offices, LLC | 4.97K | Sep 30, 21 | +1.35K | 0.01% |
| Mercer Capital Advisers, Inc. | 1.33K | Sep 30, 21 | -- | 0.00% |
| SECURITY NATIONAL TRUST CO | 201 | Sep 30, 21 | -- | 0.00% |
| BEL AIR INVESTMENT ADVISORS LLC | 104.99K | Jun 30, 21 | +13.00K | 0.26% |
| PNC Managed Account Solutions, Inc. | 72.33K | Jun 30, 21 | +72.33K | 0.18% |
| PICTET ASSET MANAGEMENT LTD | 8.54K | Jun 30, 21 | +8.54K | 0.02% |
| Vontobel Swiss Wealth Advisors AG | 7.22K | Jun 30, 21 | +25 | 0.02% |
| QS Investors, LLC | 4.60K | Jun 30, 21 | +2.30K | 0.01% |
| Hoover Financial Advisors, Inc. | 119 | Jun 30, 21 | -- | 0.00% |
| BBVA USA Bancshares, Inc. | 41.74K | Mar 31, 21 | +18.76K | 0.10% |
| AIA International Ltd | 116.28K | Sep 30, 20 | +646 | 0.28% |
| Independence Advisors, LLC | 302 | Sep 30, 20 | +196 | 0.00% |
| Wealthspire Advisors, L.P. | -- | Sep 30, 20 | -3.86K | -- |
| FIDUCIARY TRUST INTERNATIONAL LLC | 7.10K | Jun 30, 20 | -- | 0.02% |
| CIBC BANK USA | 44.39K | Dec 31, 19 | +2.98K | 0.11% |
| Advisor Group, Inc. | 27.96K | Dec 31, 19 | -2.71K | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 692 | Dec 31, 19 | -714 | 0.00% |
| BB&T SECURITIES, LLC | 143.87K | Sep 30, 19 | +22.45K | 0.35% |
| SUNTRUST BANKS INC | 8.82K | Sep 30, 19 | +25 | 0.02% |
| Julex Capital Management, LLC | 19 | Sep 30, 19 | +19 | 0.00% |
| Delek Group, Ltd. | 4.41K | Jun 30, 19 | -13.31K | 0.01% |
| NEXT Financial Holdings | 126 | Mar 31, 19 | +126 | 0.00% |
| Edge Advisors, LLC | 9.80K | Jun 30, 18 | +6 | 0.02% |
| Hefty Wealth Partners | -- | Mar 31, 18 | -221 | -- |
| Oak Point Wealth Management | -- | Mar 31, 18 | -12 | -- |
| INTEGRAL DERIVATIVES, LLC | -- | Mar 31, 18 | -3.58K | -- |
| Cornerstone Financial Partners, LLC | 15.97K | Dec 31, 17 | -17.25K | 0.04% |
| MPI INVESTMENT MANAGEMENT, INC. | 14.23K | Dec 31, 17 | +14.23K | 0.03% |
| WealthShield, LLC | 949 | Dec 31, 17 | +949 | 0.00% |
| ROCKEFELLER FINANCIAL SERVICES INC | 473 | Dec 31, 17 | -- | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 381 | Dec 31, 17 | +50 | 0.00% |
| Commonwealth Equity Services, Inc | 71.59K | Jun 30, 17 | +47.16K | 0.17% |
| Virtu KCG Holdings LLC | 7.07K | Jun 30, 17 | +7.07K | 0.02% |
| Independent Portfolio Consultants, Inc. | 3.94K | Jun 30, 17 | -430 | 0.01% |
| JANUS HENDERSON INVESTORS US LLC | 49.16K | Mar 31, 17 | +17.18K | 0.12% |
| CT Financial Advisors LLC | 1.84K | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 1.72K | Dec 31, 16 | -5.75K | 0.00% |
| HIGH POINT BANK & TRUST CO | 984 | Dec 31, 16 | -194 | 0.00% |
| BlackRock Investment Management, LLC | -- | Dec 31, 16 | -116 | -- |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -5.95K | -- |
| Mizuho Asset Management Co.,Ltd. | 34.50K | Sep 30, 16 | -- | 0.08% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 17.70K | Sep 30, 16 | -- | 0.04% |
| Edmond de Rothschild (Europe) | 1.00K | Sep 30, 16 | +1.00K | 0.00% |
| EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 50 | Sep 30, 16 | -- | 0.00% |
| SOCIETE GENERALE | 30.05K | Jun 30, 16 | +30.05K | 0.07% |
| Fusion Investment Group, LLC | 11.07K | Dec 31, 15 | -- | 0.03% |
| Convergent Wealth Advisors | 141.38K | Sep 30, 15 | -- | 0.34% |
| Highmount Capital, LLC | 251.01K | Jun 30, 15 | +2.82K | 0.61% |
| MANAGED ACCOUNT ADVISORS LLC | 420 | Jun 30, 15 | +420 | 0.00% |
| BOSTON PRIVATE BANK & TRUST CO | 4.30K | Mar 31, 15 | +2.90K | 0.01% |
| BAIRD ROBERT W & CO INC /WI/ | 3.52K | Mar 31, 15 | -268.13K | 0.01% |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 1.25K | Mar 31, 15 | -362 | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 323 | Mar 31, 15 | +323 | 0.00% |
| Placemark Investments, Inc. | 54.26K | Dec 31, 14 | -13.41K | 0.13% |
| UBS AG | 172.38K | Sep 30, 14 | +3.96K | 0.42% |
| Long Wharf Investors, Inc. | 9.80K | Jun 30, 14 | -- | 0.02% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -4.86K | -- |
| Jane Street Holding, LLC | 129.11K | Dec 31, 13 | +96.40K | 0.31% |
| First Allied Securities, Inc. | 79 | Jun 30, 12 | -- | 0.00% |
| NOLLENBERGER CAPITAL PARTNERS INC | 3.05K | Dec 31, 10 | +1.64K | 0.01% |
| RBC Dominion Securities Inc. | 200 | Dec 31, 08 | +200 | 0.00% |