AEG(AEG)
AEG
Institutional Ownership
Top 425 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SIGNATUREFD, LLC | 119.08K | Mar 31, 26 | -1.08K | 0.01% |
| OLIO Financial Planning | 71.01K | Mar 31, 26 | -- | 0.00% |
| SG Americas Securities, LLC | 69.60K | Mar 31, 26 | -1.89K | 0.00% |
| Versant Capital Management, Inc | 56.63K | Mar 31, 26 | +10.91K | 0.00% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 54.23K | Mar 31, 26 | -200 | 0.00% |
| JACKSON SQUARE CAPITAL, LLC | 40.48K | Mar 31, 26 | -2.01K | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29.84K | Mar 31, 26 | -43.59K | 0.00% |
| Central Pacific Bank - Trust Division | 21.50K | Mar 31, 26 | -7.30K | 0.00% |
| Boit C F David | 14.70K | Mar 31, 26 | -- | 0.00% |
| FRANKLIN STREET ADVISORS INC /NC | 14.55K | Mar 31, 26 | -1.00K | 0.00% |
| Henry James International Management Inc. | 14.26K | Mar 31, 26 | -- | 0.00% |
| Wealthcare Advisory Partners LLC | 13.93K | Mar 31, 26 | +13.93K | 0.00% |
| Baron Wealth Management LLC | 11.24K | Mar 31, 26 | +11.24K | 0.00% |
| Wedmont Private Capital | 10.74K | Mar 31, 26 | +209 | 0.00% |
| Farther Finance Advisors, LLC | 9.14K | Mar 31, 26 | +1.32K | 0.00% |
| GAMMA Investing LLC | 7.50K | Mar 31, 26 | +162 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 3.34K | Mar 31, 26 | -- | 0.00% |
| True Wealth Design, LLC | 2.35K | Mar 31, 26 | +529 | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.61K | Mar 31, 26 | -- | 0.00% |
| Clean Yield Group | 1.26K | Mar 31, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 1.02K | Mar 31, 26 | +1.02K | 0.00% |
| Arlington Trust Co LLC | 398 | Mar 31, 26 | +398 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 261 | Mar 31, 26 | +216 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 102 | Mar 31, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 18 | Mar 31, 26 | -- | 0.00% |
| Merit Financial Group, LLC | -- | Mar 31, 26 | -11.58K | -- |
| DODGE & COX | 70.52M | Dec 31, 25 | -15.26M | 4.66% |
| MORGAN STANLEY | 13.13M | Dec 31, 25 | -719.37K | 0.87% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11.99M | Dec 31, 25 | -4.95M | 0.79% |
| DIMENSIONAL FUND ADVISORS LP | 10.84M | Dec 31, 25 | +970.53K | 0.72% |
| BlackRock, Inc. | 5.29M | Dec 31, 25 | -139.28K | 0.35% |
| GOLDMAN SACHS GROUP INC | 4.21M | Dec 31, 25 | -1.03M | 0.28% |
| UBS Group AG | 2.55M | Dec 31, 25 | +494.06K | 0.17% |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2.53M | Dec 31, 25 | +599.10K | 0.17% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2.44M | Dec 31, 25 | -1.94M | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 2.42M | Dec 31, 25 | +37.55K | 0.16% |
| BNP PARIBAS ARBITRAGE, SNC | 2.10M | Dec 31, 25 | -2.80M | 0.14% |
| ABC ARBITRAGE SA | 2.10M | Dec 31, 25 | +15.44K | 0.14% |
| JANE STREET GROUP, LLC | 1.77M | Dec 31, 25 | +459.95K | 0.12% |
| NORTHERN TRUST CORP | 1.55M | Dec 31, 25 | +11.84K | 0.10% |
| AMERICAN CENTURY COMPANIES INC | 1.41M | Dec 31, 25 | +172.99K | 0.09% |
| ACADIAN ASSET MANAGEMENT LLC | 1.36M | Dec 31, 25 | +268.46K | 0.09% |
| Quantinno Capital Management LP | 1.22M | Dec 31, 25 | +313.27K | 0.08% |
| GRACE & WHITE INC /NY | 1.11M | Dec 31, 25 | -41.83K | 0.07% |
| Qube Research & Technologies Ltd | 987.80K | Dec 31, 25 | +374.69K | 0.07% |
| Private Wealth Asset Management, LLC | 900.12K | Dec 31, 25 | -- | 0.06% |
| Optiver Holding B.V. | 877.99K | Dec 31, 25 | -1.37M | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 848.59K | Dec 31, 25 | +95.59K | 0.06% |
| CITADEL ADVISORS LLC | 762.26K | Dec 31, 25 | +25.84K | 0.05% |
| Tower Research Capital LLC (TRC) | 691.02K | Dec 31, 25 | -516.45K | 0.05% |
| TODD ASSET MANAGEMENT LLC | 607.02K | Dec 31, 25 | +10.77K | 0.04% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 602.75K | Dec 31, 25 | +10.70K | 0.04% |
| JPMORGAN CHASE & CO | 520.03K | Dec 31, 25 | -25.96K | 0.03% |
| OPPENHEIMER & CO INC | 512.02K | Dec 31, 25 | +499.06K | 0.03% |
| Creative Planning | 504.73K | Dec 31, 25 | +24.05K | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 439.90K | Dec 31, 25 | +125.40K | 0.03% |
| US BANCORP \DE\ | 438.73K | Dec 31, 25 | +69.18K | 0.03% |
| XTX Topco Ltd | 437.30K | Dec 31, 25 | +437.30K | 0.03% |
| DRW Securities, LLC | 420.78K | Dec 31, 25 | +420.78K | 0.03% |
| Hennion & Walsh Asset Management, Inc. | 408.72K | Dec 31, 25 | +103.59K | 0.03% |
| OLD MISSION CAPITAL LLC | 394.84K | Dec 31, 25 | +394.84K | 0.03% |
| SEI INVESTMENTS CO | 360.22K | Dec 31, 25 | -29.30K | 0.02% |
| CIBC WORLD MARKET INC. | 341.98K | Dec 31, 25 | +10.33K | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 300.73K | Dec 31, 25 | +167.53K | 0.02% |
| TWO SIGMA INVESTMENTS, LP | 289.69K | Dec 31, 25 | -410.44K | 0.02% |
| Vident Advisory, LLC | 283.21K | Dec 31, 25 | -13.03K | 0.02% |
| TWO SIGMA ADVISERS, LP | 268.80K | Dec 31, 25 | +100.80K | 0.02% |
| Ethic Inc. | 260.27K | Dec 31, 25 | +18.71K | 0.02% |
| BANK OF AMERICA CORP /DE/ | 259.48K | Dec 31, 25 | -1.36M | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 256.66K | Dec 31, 25 | +16.32K | 0.02% |
| AMERIPRISE FINANCIAL INC | 253.57K | Dec 31, 25 | -747.05K | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 247.42K | Dec 31, 25 | -21.92K | 0.02% |
| VANGUARD GROUP INC | 237.73K | Dec 31, 25 | +78.53K | 0.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 237.25K | Dec 31, 25 | -22.79K | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 210.12K | Dec 31, 25 | +864 | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 207.97K | Dec 31, 25 | +2.66K | 0.01% |
| LPL Financial LLC | 205.28K | Dec 31, 25 | +28.37K | 0.01% |
| Mariner, LLC | 200.24K | Dec 31, 25 | +6.98K | 0.01% |
| CAPITAL FUND MANAGEMENT S.A. | 199.27K | Dec 31, 25 | -81.03K | 0.01% |
| HighTower Advisors, LLC | 198.42K | Dec 31, 25 | -7.12K | 0.01% |
| LAIRD NORTON TRUST COMPANY, LLC | 190.49K | Dec 31, 25 | +190.49K | 0.01% |
| FACTORY MUTUAL INSURANCE CO | 169.40K | Dec 31, 25 | -49.26K | 0.01% |
| WELLS FARGO & COMPANY/MN | 167.90K | Dec 31, 25 | -7.73K | 0.01% |
| Dorsey Wright & Associates | 166.04K | Dec 31, 25 | +4.67K | 0.01% |
| Cerity Partners LLC | 161.74K | Dec 31, 25 | +22.55K | 0.01% |
| Crossmark Global Holdings, Inc. | 156.95K | Dec 31, 25 | -12.16K | 0.01% |
| FMR LLC | 153.64K | Dec 31, 25 | +13.68K | 0.01% |
| GREENLEAF TRUST | 153.48K | Dec 31, 25 | +345 | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 152.24K | Dec 31, 25 | +3.90K | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 148.93K | Dec 31, 25 | +3.65K | 0.01% |
| Colony Group, LLC | 141.77K | Dec 31, 25 | +33.84K | 0.01% |
| Campbell & CO Investment Adviser LLC | 140.69K | Dec 31, 25 | -2.95K | 0.01% |
| Callan Family Office, LLC | 122.12K | Dec 31, 25 | +76.59K | 0.01% |
| Bank of New York Mellon Corp | 116.57K | Dec 31, 25 | -5.25K | 0.01% |
| Quantbot Technologies LP | 115.71K | Dec 31, 25 | -35.68K | 0.01% |
| Schonfeld Strategic Advisors LLC | 115.62K | Dec 31, 25 | +99.74K | 0.01% |
| AdvisorShares Investments LLC | 111.13K | Dec 31, 25 | +3.06K | 0.01% |
| Lester Murray Antman dba SimplyRich | 111.09K | Dec 31, 25 | +61.60K | 0.01% |
| Abacus Wealth Partners, LLC | 109.39K | Dec 31, 25 | +109.39K | 0.01% |
| STIFEL FINANCIAL CORP | 98.86K | Dec 31, 25 | +2.83K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 95.58K | Dec 31, 25 | -2.06K | 0.01% |
| Pathstone Holdings, LLC | 86.91K | Dec 31, 25 | -15.24K | 0.01% |
| Wealthstar Advisors, LLC | 85.22K | Dec 31, 25 | +962 | 0.01% |
| NATIXIS ADVISORS, L.P. | 83.23K | Dec 31, 25 | -6.75K | 0.01% |
| Skopos Labs, Inc. | 80.44K | Dec 31, 25 | +47.16K | 0.01% |
| RHUMBLINE ADVISERS | 78.94K | Dec 31, 25 | +8.42K | 0.01% |
| SYON CAPITAL LLC | 78.08K | Dec 31, 25 | +8.28K | 0.01% |
| BALYASNY ASSET MANAGEMENT L.P. | 72.84K | Dec 31, 25 | +72.84K | 0.00% |
| ROYAL BANK OF CANADA | 71.59K | Dec 31, 25 | -94.28K | 0.00% |
| SG Americas Securities, LLC | 71.48K | Dec 31, 25 | -6.85K | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 67.76K | Dec 31, 25 | -7.50K | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 67.62K | Dec 31, 25 | +4.88K | 0.00% |
| IEQ CAPITAL, LLC | 66.43K | Dec 31, 25 | +17.14K | 0.00% |
| Caprock Group, LLC | 66.03K | Dec 31, 25 | +9.89K | 0.00% |
| Entropy Technologies, LP | 64.60K | Dec 31, 25 | +64.60K | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 63.86K | Dec 31, 25 | -4.74K | 0.00% |
| CAMBIAR INVESTORS LLC | 63.60K | Dec 31, 25 | +63.60K | 0.00% |
| Cetera Investment Advisers | 62.50K | Dec 31, 25 | -7.12K | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 62.49K | Dec 31, 25 | +13.14K | 0.00% |
| Kestra Advisory Services, LLC | 60.85K | Dec 31, 25 | +1.67K | 0.00% |
| Graham Capital Management, L.P. | 58.63K | Dec 31, 25 | -44.32K | 0.00% |
| Miller Investment Management, LP | 57.02K | Dec 31, 25 | -- | 0.00% |
| Ballentine Partners, LLC | 56.94K | Dec 31, 25 | -2.36K | 0.00% |
| CHOREO, LLC | 56.82K | Dec 31, 25 | -8.27K | 0.00% |
| Diversify Advisory Services, LLC | 54.65K | Dec 31, 25 | +4.46K | 0.00% |
| Atria Investments, Inc | 52.30K | Dec 31, 25 | -725 | 0.00% |
| Russell Investments Group, Ltd. | 50.21K | Dec 31, 25 | +1.10K | 0.00% |
| Sivia Capital Partners, LLC | 48.41K | Dec 31, 25 | +24.29K | 0.00% |
| Engineers Gate Manager LP | 47.55K | Dec 31, 25 | -31.93K | 0.00% |
| BANK OF MONTREAL /CAN/ | 46.87K | Dec 31, 25 | +1.91K | 0.00% |
| CI Private Wealth, LLC | 45.82K | Dec 31, 25 | -467 | 0.00% |
| Clearstead Advisors, LLC | 45.71K | Dec 31, 25 | -- | 0.00% |
| Legacy Capital Group California, Inc. | 45.36K | Dec 31, 25 | +696 | 0.00% |
| TWO SIGMA SECURITIES, LLC | 44.66K | Dec 31, 25 | +44.66K | 0.00% |
| Federation des caisses Desjardins du Quebec | 43.19K | Dec 31, 25 | -3.27K | 0.00% |
| Prime Capital Investment Advisors, LLC | 41.32K | Dec 31, 25 | +41.32K | 0.00% |
| CIBC Private Wealth Group, LLC | 40.19K | Dec 31, 25 | +1.66K | 0.00% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 40.06K | Dec 31, 25 | +409 | 0.00% |
| AR ASSET MANAGEMENT INC | 36.69K | Dec 31, 25 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 36.22K | Dec 31, 25 | +3.45K | 0.00% |
| Ellevest, Inc. | 35.89K | Dec 31, 25 | -203 | 0.00% |
| CWM, LLC | 35.41K | Dec 31, 25 | +29.65K | 0.00% |
| QRG CAPITAL MANAGEMENT, INC. | 35.32K | Dec 31, 25 | +8.57K | 0.00% |
| Aaron Wealth Advisors LLC | 33.88K | Dec 31, 25 | +8.53K | 0.00% |
| Smartleaf Asset Management LLC | 33.50K | Dec 31, 25 | +5.16K | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 33.45K | Dec 31, 25 | -- | 0.00% |
| J.W. COLE ADVISORS, INC. | 33.36K | Dec 31, 25 | -796 | 0.00% |
| TRUIST FINANCIAL CORP | 32.41K | Dec 31, 25 | -246 | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 32.39K | Dec 31, 25 | +2.79K | 0.00% |
| Sequoia Financial Advisors, LLC | 30.31K | Dec 31, 25 | +216 | 0.00% |
| Scientech Research LLC | 29.62K | Dec 31, 25 | +29.62K | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 28.69K | Dec 31, 25 | +2.37K | 0.00% |
| NFP Retirement, Inc. | 27.94K | Dec 31, 25 | -- | 0.00% |
| PERSONAL CFO SOLUTIONS, LLC | 27.65K | Dec 31, 25 | +1.66K | 0.00% |
| Jain Global LLC | 27.58K | Dec 31, 25 | +7.30K | 0.00% |
| CARY STREET PARTNERS FINANCIAL LLC | 26.99K | Dec 31, 25 | -2.86K | 0.00% |
| Allspring Global Investments Holdings, LLC | 26.91K | Dec 31, 25 | +8.63K | 0.00% |
| FULTON BANK, N.A. | 25.00K | Dec 31, 25 | -2.31K | 0.00% |
| Burns Matteson Capital Management, LLC | 24.87K | Dec 31, 25 | +909 | 0.00% |
| Brinker Capital Investments, LLC | 24.67K | Dec 31, 25 | +468 | 0.00% |
| PDS Planning, Inc | 24.05K | Dec 31, 25 | +7.50K | 0.00% |
| Private Advisor Group, LLC | 23.70K | Dec 31, 25 | +1.43K | 0.00% |
| MACKENZIE FINANCIAL CORP | 22.43K | Dec 31, 25 | +22.43K | 0.00% |
| Gotham Asset Management, LLC | 21.73K | Dec 31, 25 | -- | 0.00% |
| SAGE RHINO CAPITAL LLC | 20.96K | Dec 31, 25 | -346 | 0.00% |
| ExodusPoint Capital Management, LP | 20.94K | Dec 31, 25 | -10.82K | 0.00% |
| AE Wealth Management LLC | 20.28K | Dec 31, 25 | -- | 0.00% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 20.05K | Dec 31, 25 | -- | 0.00% |
| FIRST TRUST ADVISORS LP | 19.87K | Dec 31, 25 | -4.43K | 0.00% |
| Parallel Advisors, LLC | 19.84K | Dec 31, 25 | -201 | 0.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 19.60K | Dec 31, 25 | +19.60K | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 18.99K | Dec 31, 25 | +734 | 0.00% |
| FLOW TRADERS U.S. LLC | 18.90K | Dec 31, 25 | -6.36K | 0.00% |
| HB Wealth Management, LLC | 18.72K | Dec 31, 25 | +1.52K | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 18.63K | Dec 31, 25 | -152 | 0.00% |
| Vise Technologies, Inc. | 18.60K | Dec 31, 25 | -16.61K | 0.00% |
| Savant Capital, LLC | 18.53K | Dec 31, 25 | +3.44K | 0.00% |
| Venturi Wealth Management, LLC | 18.43K | Dec 31, 25 | +4.50K | 0.00% |
| Principal Street Partners, LLC | 17.94K | Dec 31, 25 | -4.53K | 0.00% |
| Beverly Hills Private Wealth, LLC | 17.85K | Dec 31, 25 | -- | 0.00% |
| Forum Financial Management, LP | 17.66K | Dec 31, 25 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17.62K | Dec 31, 25 | -22 | 0.00% |
| Waverly Advisors, LLC | 17.48K | Dec 31, 25 | +690 | 0.00% |
| Dorsey & Whitney Trust CO LLC | 16.60K | Dec 31, 25 | +849 | 0.00% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 16.34K | Dec 31, 25 | +184 | 0.00% |
| FourThought Financial Partners, LLC | 15.98K | Dec 31, 25 | +2.52K | 0.00% |
| Global Retirement Partners, LLC | 15.90K | Dec 31, 25 | +5.19K | 0.00% |
| Ronald Blue Trust, Inc. | 14.92K | Dec 31, 25 | -3.31K | 0.00% |
| EverSource Wealth Advisors, LLC | 14.79K | Dec 31, 25 | -2.19K | 0.00% |
| Dynasty Wealth Management, LLC | 14.15K | Dec 31, 25 | +14.15K | 0.00% |
| EP Wealth Advisors, LLC | 13.69K | Dec 31, 25 | +13.69K | 0.00% |
| Clarius Group, LLC | 13.67K | Dec 31, 25 | -- | 0.00% |
| Checchi Capital Advisers, LLC | 13.58K | Dec 31, 25 | -- | 0.00% |
| Trek Financial, LLC | 13.48K | Dec 31, 25 | +115 | 0.00% |
| AIGEN INVESTMENT MANAGEMENT, LP | 13.35K | Dec 31, 25 | +13.35K | 0.00% |
| STATE STREET CORP | 13.09K | Dec 31, 25 | -- | 0.00% |
| M&T BANK CORP | 12.99K | Dec 31, 25 | +636 | 0.00% |
| Neuberger Berman Group LLC | 12.90K | Dec 31, 25 | +1.09K | 0.00% |
| STOCK YARDS BANK & TRUST CO | 12.85K | Dec 31, 25 | -- | 0.00% |
| Buckingham Strategic Partners | 12.81K | Dec 31, 25 | +12.81K | 0.00% |
| Advisors Asset Management, Inc. | 12.77K | Dec 31, 25 | +12.77K | 0.00% |
| AlphaCore Capital LLC | 12.21K | Dec 31, 25 | +2.02K | 0.00% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 11.73K | Dec 31, 25 | -1.53K | 0.00% |
| Merit Financial Group, LLC | 11.58K | Dec 31, 25 | +11.58K | 0.00% |
| TCG Advisory Services, LLC | 11.36K | Dec 31, 25 | +11.36K | 0.00% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11.36K | Dec 31, 25 | +11.36K | 0.00% |
| GLENMEDE TRUST CO NA | 11.32K | Dec 31, 25 | +11.32K | 0.00% |
| BINGHAM PRIVATE WEALTH, LLC | 11.24K | Dec 31, 25 | +11.24K | 0.00% |
| Allworth Financial LP | 11.19K | Dec 31, 25 | +1.30K | 0.00% |
| Valeo Financial Advisors, LLC | 11.18K | Dec 31, 25 | +190 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 10.98K | Dec 31, 25 | +7.60K | 0.00% |
| Sowell Financial Services LLC | 10.96K | Dec 31, 25 | +10.96K | 0.00% |
| Squarepoint Ops LLC | 10.88K | Dec 31, 25 | -131.96K | 0.00% |
| Capital Asset Advisory Services LLC | 10.81K | Dec 31, 25 | -- | 0.00% |
| AXXCESS WEALTH MANAGEMENT, LLC | 10.81K | Dec 31, 25 | -- | 0.00% |
| Abel Hall, LLC | 10.81K | Dec 31, 25 | +10.81K | 0.00% |
| GeoWealth Management, LLC | 10.61K | Dec 31, 25 | +36 | 0.00% |
| Alliance Wealth Advisors, LLC /UT | 10.37K | Dec 31, 25 | -1.75K | 0.00% |
| CAPITAL PERFORMANCE ADVISORS LLP | 10.36K | Dec 31, 25 | +22 | 0.00% |
| Canopy Partners, LLC | 10.17K | Dec 31, 25 | -- | 0.00% |
| Quantessence Capital LLC | 10.10K | Dec 31, 25 | +10.10K | 0.00% |
| Cromwell Holdings LLC | 9.69K | Dec 31, 25 | -- | 0.00% |
| DEUTSCHE BANK AG\ | 9.31K | Dec 31, 25 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 8.36K | Dec 31, 25 | -122 | 0.00% |
| Independence Bank of Kentucky | 8.00K | Dec 31, 25 | -- | 0.00% |
| Parkside Financial Bank & Trust | 7.41K | Dec 31, 25 | -- | 0.00% |
| BESSEMER GROUP INC | 5.21K | Dec 31, 25 | +643 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 5.00K | Dec 31, 25 | -- | 0.00% |
| Caitong International Asset Management Co., Ltd | 4.51K | Dec 31, 25 | +3.44K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 4.23K | Dec 31, 25 | +4.23K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 4.06K | Dec 31, 25 | +4.06K | 0.00% |
| Rockefeller Capital Management L.P. | 3.85K | Dec 31, 25 | +560 | 0.00% |
| Bell Investment Advisors, Inc | 3.40K | Dec 31, 25 | -- | 0.00% |
| Larson Financial Group LLC | 2.94K | Dec 31, 25 | +645 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 2.93K | Dec 31, 25 | +2.93K | 0.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2.91K | Dec 31, 25 | +902 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 2.60K | Dec 31, 25 | +1.10K | 0.00% |
| William B. Walkup & Associates, Inc. | 2.09K | Dec 31, 25 | -- | 0.00% |
| FIFTH THIRD BANCORP | 1.92K | Dec 31, 25 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.91K | Dec 31, 25 | -346 | 0.00% |
| MONTAG A & ASSOCIATES INC | 1.74K | Dec 31, 25 | -- | 0.00% |
| Copia Wealth Management | 1.57K | Dec 31, 25 | -- | 0.00% |
| SJS Investment Consulting Inc. | 1.30K | Dec 31, 25 | +1.30K | 0.00% |
| SageView Advisory Group, LLC | 1.30K | Dec 31, 25 | +1.30K | 0.00% |
| Triumph Capital Management | 1.30K | Dec 31, 25 | +300 | 0.00% |
| Manchester Capital Management LLC | 1.26K | Dec 31, 25 | +192 | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 1.25K | Dec 31, 25 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 1.20K | Dec 31, 25 | -- | 0.00% |
| ASSETMARK, INC | 1.11K | Dec 31, 25 | +84 | 0.00% |
| WealthCollab, LLC | 1.10K | Dec 31, 25 | -- | 0.00% |
| MAI Capital Management | 1.10K | Dec 31, 25 | -- | 0.00% |
| UMB Bank, n.a. | 1.00K | Dec 31, 25 | -1.10K | 0.00% |
| Gleason Group, Inc. | 1.00K | Dec 31, 25 | +1.00K | 0.00% |
| Pillar Financial Advisors, LLC | 930 | Dec 31, 25 | -- | 0.00% |
| CITIGROUP INC | 763 | Dec 31, 25 | -4.92K | 0.00% |
| SRS Capital Advisors, Inc. | 733 | Dec 31, 25 | -19.81K | 0.00% |
| PINNEY & SCOFIELD, INC. | 714 | Dec 31, 25 | -- | 0.00% |
| Sound Income Strategies, LLC | 679 | Dec 31, 25 | +470 | 0.00% |
| Vermillion & White Wealth Management Group, LLC | 671 | Dec 31, 25 | +671 | 0.00% |
| FINANCIAL CONSULATE, INC | 625 | Dec 31, 25 | +7 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 564 | Dec 31, 25 | -- | 0.00% |
| Golden State Wealth Management, LLC | 559 | Dec 31, 25 | -- | 0.00% |
| Cornerstone Planning Group LLC | 550 | Dec 31, 25 | +497 | 0.00% |
| MTM Investment Management, LLC | 501 | Dec 31, 25 | -- | 0.00% |
| Salomon & Ludwin, LLC | 490 | Dec 31, 25 | -216 | 0.00% |
| ORG Wealth Partners, LLC | 480 | Dec 31, 25 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 435 | Dec 31, 25 | -- | 0.00% |
| NewEdge Advisors, LLC | 411 | Dec 31, 25 | -4 | 0.00% |
| St. Johns Investment Management Company, LLC | 354 | Dec 31, 25 | -- | 0.00% |
| Crewe Advisors LLC | 337 | Dec 31, 25 | -- | 0.00% |
| JTC Employer Solutions Trustee Ltd | 333 | Dec 31, 25 | -- | 0.00% |
| Bruce G. Allen Investments, LLC | 291 | Dec 31, 25 | +32 | 0.00% |
| GW&K Investment Management, LLC | 281 | Dec 31, 25 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 220 | Dec 31, 25 | +94 | 0.00% |
| Root Financial Partners, LLC | 215 | Dec 31, 25 | +133 | 0.00% |
| BRYN MAWR TRUST Co | 190 | Dec 31, 25 | -3.31K | 0.00% |
| Anchor Investment Management, LLC | 184 | Dec 31, 25 | -- | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 110 | Dec 31, 25 | +110 | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 105 | Dec 31, 25 | -- | 0.00% |
| Principia Wealth Advisory, LLC | 90 | Dec 31, 25 | -1 | 0.00% |
| AdvisorNet Financial, Inc | 72 | Dec 31, 25 | -- | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 63 | Dec 31, 25 | +63 | 0.00% |
| MASECO LLP | 62 | Dec 31, 25 | -- | 0.00% |
| Navalign, LLC | 45 | Dec 31, 25 | +45 | 0.00% |
| Transamerica Financial Advisors, Inc. | 43 | Dec 31, 25 | -- | 0.00% |
| Pacific Center for Financial Services | 36 | Dec 31, 25 | -- | 0.00% |
| CVA Family Office, LLC | 32 | Dec 31, 25 | -- | 0.00% |
| TORONTO DOMINION BANK | 27 | Dec 31, 25 | -- | 0.00% |
| Kilter Group LLC | 25 | Dec 31, 25 | -- | 0.00% |
| New England Capital Financial Advisors LLC | 11 | Dec 31, 25 | -- | 0.00% |
| American Capital Advisory, LLC | 11 | Dec 31, 25 | -12 | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 9 | Dec 31, 25 | +9 | 0.00% |
| Cedar Mountain Advisors, LLC | 2 | Dec 31, 25 | -- | 0.00% |
| Financial Gravity Asset Management, Inc. | 2 | Dec 31, 25 | +2 | 0.00% |
| XY Capital Ltd | -- | Dec 31, 25 | -685.55K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -1.90K | -- |
| Janney Montgomery Scott LLC | -- | Dec 31, 25 | -10.65K | -- |
| MARSHALL WACE, LLP | -- | Dec 31, 25 | -14.47K | -- |
| SYM FINANCIAL Corp | -- | Dec 31, 25 | -11.39K | -- |
| Catalytic Wealth RIA, LLC | -- | Dec 31, 25 | -20.12K | -- |
| Employees Retirement System of Texas | -- | Dec 31, 25 | -276.45K | -- |
| Blueshift Asset Management, LLC | -- | Dec 31, 25 | -40.44K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Dec 31, 25 | -42.19K | -- |
| Integrated Quantitative Investments LLC | -- | Dec 31, 25 | -153.06K | -- |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | -- | Dec 31, 25 | -26.85K | -- |
| Bayesian Capital Management, LP | -- | Dec 31, 25 | -64.00K | -- |
| TOWNSQUARE CAPITAL LLC | -- | Dec 31, 25 | -13.19K | -- |
| Kovitz Investment Group Partners, LLC | -- | Dec 31, 25 | -12.99K | -- |
| Integrated Wealth Concepts LLC | -- | Dec 31, 25 | -27.59K | -- |
| BAILARD, INC. | -- | Dec 31, 25 | -10.31K | -- |
| Spire Wealth Management | -- | Dec 31, 25 | -258 | -- |
| CLEAR STREET MARKETS LLC | -- | Dec 31, 25 | -344.29K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -437 | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | -- | Dec 31, 25 | -153.06K | -- |
| Pathway Financial Advisers, LLC | -- | Dec 31, 25 | -2.75K | -- |
| WELLINGTON MANAGEMENT GROUP LLP | -- | Dec 31, 25 | -12.06K | -- |
| Wealthspire Advisors, LLC | -- | Dec 31, 25 | -272 | -- |
| WETHERBY ASSET MANAGEMENT INC | 178.98K | Sep 30, 25 | -2.17K | 0.01% |
| Cubist Systematic Strategies, LLC | 31.37K | Sep 30, 25 | -779.07K | 0.00% |
| Shilanski & Associates, Inc. | 25.93K | Sep 30, 25 | +81 | 0.00% |
| Glenmede Investment Management, LP | 10.39K | Sep 30, 25 | -923 | 0.00% |
| Binnacle Investments Inc | 122 | Sep 30, 25 | -- | 0.00% |
| First Horizon Advisors, Inc. | 4.42K | Jun 30, 25 | +4.42K | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -29.44K | -- |
| Orion Portfolio Solutions, LLC | 19.77K | Mar 31, 25 | -247 | 0.00% |
| Vista Wealth Management Group, LLC | 16.24K | Mar 31, 25 | +265 | 0.00% |
| Lindbrook Capital, LLC | 11.17K | Mar 31, 25 | -48 | 0.00% |
| LAKE STREET ADVISORS GROUP, LLC | 24.72K | Dec 31, 24 | +837 | 0.00% |
| Zions Bancorporation, N.A. | 105 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 2.52M | Sep 30, 24 | +136.21K | 0.17% |
| First Trust Direct Indexing L.P. | 88.87K | Sep 30, 24 | -2.50K | 0.01% |
| BlackRock Inc. | 5.32M | Jun 30, 24 | +157.20K | 0.35% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 12.14K | Jun 30, 24 | -- | 0.00% |
| JANICZEK WEALTH MANAGEMENT, LLC | 332 | Jun 30, 24 | -- | 0.00% |
| Private Ocean, LLC | 87 | Jun 30, 24 | -877 | 0.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 45.71K | Mar 31, 24 | -- | 0.00% |
| Grey Street Capital, LLC | 26.67K | Mar 31, 24 | +26.67K | 0.00% |
| Cetera Advisor Networks LLC | 11.53K | Mar 31, 24 | -280 | 0.00% |
| WADE G W & INC | 43.93K | Dec 31, 23 | -17.98K | 0.00% |
| Moreno Evelyn V | 11.69K | Dec 31, 23 | -- | 0.00% |
| Bartlett & Co. LLC | 5.00K | Dec 31, 23 | -- | 0.00% |
| ADVISOR PARTNERS II, LLC | 66.51K | Sep 30, 23 | -10.91K | 0.00% |
| Column Capital Advisors, LLC | 310 | Sep 30, 23 | -- | 0.00% |
| Vident Investment Advisory, LLC | 131.27K | Jun 30, 23 | +30.84K | 0.01% |
| Sargent Bickham Lagudis LLC | 8 | Dec 31, 22 | +8 | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 72.07K | Sep 30, 22 | +72.07K | 0.00% |
| BALASA DINVERNO & FOLTZ LLC | 49.17K | Sep 30, 22 | -677 | 0.00% |
| Corient Capital Partners, LLC | 42.15K | Sep 30, 22 | -- | 0.00% |
| CPWM, LLC | 15.05K | Sep 30, 22 | -2.25K | 0.00% |
| FourThought Financial, LLC | 13.46K | Sep 30, 22 | -604 | 0.00% |
| American Portfolios Advisors | 644 | Sep 30, 22 | +12 | 0.00% |
| Altium Wealth Management LLC | 122.38K | Jun 30, 22 | -1 | 0.01% |
| ADVISOR PARTNERS LLC | 81.27K | Jun 30, 22 | -16.44K | 0.01% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 50.32K | Jun 30, 22 | -- | 0.00% |
| Fieldpoint Private Securities, LLC | 3.84K | Jun 30, 22 | -6.32K | 0.00% |
| Private Capital Group, LLC | 276 | Jun 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5.30M | Mar 31, 22 | +276.57K | 0.35% |
| Dixon Hughes Goodman Wealth Advisors LLC | 224 | Mar 31, 22 | +224 | 0.00% |
| Barrett Asset Management, LLC | -- | Mar 31, 22 | -326 | -- |
| Freedman Financial Associates, Inc. | -- | Mar 31, 22 | -20 | -- |
| Carroll Financial Associates, Inc. | 6.58K | Dec 31, 21 | -- | 0.00% |
| Marshall Wace North America L.P. | 131.44K | Sep 30, 21 | -156.59K | 0.01% |
| Berman Capital Advisors, LLC | 830 | Sep 30, 21 | +56 | 0.00% |
| WealthStone, Inc. | -- | Mar 31, 21 | -55.82K | -- |
| Aperio Group, LLC | 4.73M | Dec 31, 20 | -17.22K | 0.31% |
| OLD MISSION CAPITAL, LLC | 626.23K | Dec 31, 20 | +626.23K | 0.04% |
| LifePlan Financial Group, Inc | 50 | Sep 30, 20 | -- | 0.00% |
| FRONTIER INVESTMENT MGMT CO | 41.75K | Jun 30, 20 | +21.00K | 0.00% |
| Lenox Wealth Management, Inc. | 2.29K | Jun 30, 20 | -1.82K | 0.00% |
| NumerixS Investment Technologies Inc | 900 | Jun 30, 20 | +900 | 0.00% |
| TRUEWEALTH LLC | 178 | Jun 30, 20 | +178 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 23.81K | Dec 31, 19 | +9.82K | 0.00% |
| Advisor Group, Inc. | 6.87K | Dec 31, 19 | +150 | 0.00% |
| SUNTRUST BANKS INC | 160.29K | Sep 30, 19 | -1.75K | 0.01% |
| BB&T SECURITIES, LLC | 15.19K | Sep 30, 19 | -13.54K | 0.00% |
| Delphi Private Advisors LLC | 335 | Jun 30, 19 | +335 | 0.00% |
| BALTIMORE CAPITAL MANAGEMENT, INC | 149.92K | Mar 31, 19 | +149.92K | 0.01% |
| Sound View Wealth Advisors, LLC | 11.81K | Mar 31, 19 | -2.77K | 0.00% |
| NEXT Financial Holdings | 221 | Mar 31, 19 | +221 | 0.00% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 13.97K | Dec 31, 18 | -- | 0.00% |
| Financial Gravity Companies, Inc. | 34 | Dec 31, 18 | +34 | 0.00% |
| Zions Bancorporation | 8.87K | Sep 30, 18 | +8.87K | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | -- | Dec 31, 17 | -10.97K | -- |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -1.47K | -- |
| CAPSTONE ASSET MANAGEMENT CO | 150.81K | Jun 30, 17 | -1.36K | 0.01% |
| Virtu KCG Holdings LLC | 150.66K | Jun 30, 17 | -13.59K | 0.01% |
| RONALD BLUE & CO LLC | 62.40K | Jun 30, 17 | +2.65K | 0.00% |
| 1st Global Advisors, Inc. | 62.03K | Jun 30, 17 | -9.26K | 0.00% |
| Commonwealth Equity Services, Inc | 46.69K | Jun 30, 17 | +5.54K | 0.00% |
| Independent Portfolio Consultants, Inc. | 5.92K | Jun 30, 17 | -1.78K | 0.00% |
| Princeton Alpha Management LP | 15.16K | Mar 31, 17 | -2.04K | 0.00% |
| BlackRock Institutional Trust Company, N.A. | 323.89K | Dec 31, 16 | -452.75K | 0.02% |
| Calvert Investment Management, Inc. | 95.38K | Dec 31, 16 | -594 | 0.01% |
| MSI Financial Services Inc | 2.05K | Dec 31, 16 | -1 | 0.00% |
| KANALY TRUST CO | 1.82K | Dec 31, 16 | +102 | 0.00% |
| BlackRock Investment Management, LLC | 126 | Dec 31, 16 | +126 | 0.00% |
| SOCIETE GENERALE | 76.60K | Jun 30, 16 | +76.60K | 0.01% |
| VSR Financial Services, Inc. | -- | Jun 30, 16 | -10.68K | -- |
| NATIONAL PENN INVESTORS TRUST CO /PA | 103.05K | Mar 31, 16 | -- | 0.01% |
| OFI Advisors LLC | 33.98K | Sep 30, 15 | -5.28K | 0.00% |
| Aris Wealth Services, Inc. | 293 | Sep 30, 15 | -- | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 4.74M | Jun 30, 15 | -145.57K | 0.31% |
| ICC CAPITAL MANAGEMENT INC/ | 69.60K | Mar 31, 15 | +1.33K | 0.00% |
| BAIRD ROBERT W & CO INC /WI/ | 68.59K | Mar 31, 15 | -8.13K | 0.00% |
| STERNE AGEE GROUP, INC. | 41.70K | Mar 31, 15 | +1.84K | 0.00% |
| First Allied Asset Management, Inc. | 21.62K | Mar 31, 15 | +8.03K | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 730 | Mar 31, 15 | -- | 0.00% |
| BOSTON PRIVATE BANK & TRUST CO | 549 | Mar 31, 15 | -- | 0.00% |
| Placemark Investments, Inc. | 291.94K | Dec 31, 14 | -542 | 0.02% |
| FOUNDERS BANK & TRUST | 1.29K | Dec 31, 14 | -- | 0.00% |
| Zions Trust, National Association | -- | Dec 31, 14 | -2.01K | -- |
| UBS AG | 603.22K | Sep 30, 14 | -156.98K | 0.04% |
| 1919 Investment Counsel, LLC | 17.30K | Sep 30, 14 | -- | 0.00% |
| SAC Capital Advisors LP | 11.33K | Mar 31, 14 | -29.46K | 0.00% |
| Jane Street Holding, LLC | 74.23K | Dec 31, 13 | +43.86K | 0.00% |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | -- | Dec 31, 13 | -28.89K | -- |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -15.16K | -- |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | -- | Jun 30, 10 | -10.19K | -- |
| RBC TRUSTEES (Jersey) LTD | 212 | Sep 30, 09 | +212 | 0.00% |
| RBC Dominion Securities Inc. | 854 | Dec 31, 08 | -95 | 0.00% |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | 36.68K | Jun 30, 08 | +36.68K | 0.00% |
| CIBC Private Wealth Advisors, Inc. | -- | Sep 30, 03 | -16.93K | -- |
| PRUDENTIAL INSURANCE CO OF AMERICA | 36.81K | Sep 30, 01 | -- | 0.00% |
| TRUIST BANK /NC/ | 41.69K | Mar 31, 01 | -442 | 0.00% |
| RBC Capital Markets, LLC | 4.38K | Mar 31, 01 | +4.38K | 0.00% |