How do I set a price alert for AMRC?

To set a AMRC price alert on Stock Alarm Pro, navigate to the AMRC quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for AMRC?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for AMRC. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for Ameresco Inc Class A?

Stock Alarm Pro supports over 125 trigger types for AMRC: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about AMRC price changes?

AMRC alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for AMRC alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for AMRC and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

AMRC Institutional Ownership & 13F Filings

Ameresco, Inc.(AMRC)

$21.01—Stale · unknown old

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Ameresco, Inc.(AMRC)

NYSE • Last print unknown agoAbout this data

$21.01—Stale · unknown old

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AMRC(AMRC)

AMRC

Institutional Ownership

Top 284 Institutional Holders

Holder	Shares	Date	Change	% Held
Versant Capital Management, Inc	531	Sep 30, 26	--	0.00%
WELLINGTON MANAGEMENT GROUP LLP	3.37M	Jun 30, 26	-166.81K	6.36%
BlackRock, Inc.	2.65M	Jun 30, 26	+194.78K	5.00%
Grantham, Mayo, Van Otterloo & Co. LLC	2.03M	Jun 30, 26	-198.68K	3.83%
DIMENSIONAL FUND ADVISORS LP	1.60M	Jun 30, 26	+161.67K	3.02%
STATE STREET CORP	1.60M	Jun 30, 26	+271.61K	3.02%
MILLENNIUM MANAGEMENT LLC	1.49M	Jun 30, 26	+1.23M	2.80%
VANGUARD CAPITAL MANAGEMENT LLC	1.43M	Jun 30, 26	+71.86K	2.70%
D. E. Shaw & Co., Inc.	1.26M	Jun 30, 26	-13.70K	2.37%
DnB Asset Management AS	1.03M	Jun 30, 26	+123.21K	1.93%
ROYCE & ASSOCIATES LP	998.18K	Jun 30, 26	-251.72K	1.88%
VANGUARD PORTFOLIO MANAGEMENT LLC	914.16K	Jun 30, 26	+68.29K	1.72%
GEODE CAPITAL MANAGEMENT, LLC	862.85K	Jun 30, 26	+70.00K	1.63%
Handelsbanken Fonder AB	857.98K	Jun 30, 26	+42.83K	1.62%
GAGNON SECURITIES LLC	826.56K	Jun 30, 26	-13.50K	1.56%
AMERICAN CENTURY COMPANIES INC	798.12K	Jun 30, 26	+271.97K	1.50%
Legal & General Group Plc	796.27K	Jun 30, 26	+247.06K	1.50%
First Eagle Investment Management, LLC	749.08K	Jun 30, 26	+193.75K	1.41%
UBS Group AG	726.03K	Jun 30, 26	+307.90K	1.37%
Swedbank AB	718.00K	Jun 30, 26	+73.00K	1.35%
MORGAN STANLEY	648.02K	Jun 30, 26	-22.60K	1.22%
Redwood Grove Capital, LLC	543.52K	Jun 30, 26	+74.00K	1.02%
Bandera Partners LLC	476.31K	Jun 30, 26	--	0.90%
Gagnon Advisors, LLC	472.80K	Jun 30, 26	--	0.89%
ROYAL BANK OF CANADA	418.88K	Jun 30, 26	-85.27K	0.79%
MACKENZIE FINANCIAL CORP	371.05K	Jun 30, 26	+371.05K	0.70%
JCP Investment Management, LLC	339.00K	Jun 30, 26	+339.00K	0.64%
EXCHANGE TRADED CONCEPTS, LLC	320.57K	Jun 30, 26	+10.22K	0.60%
Invesco Ltd.	318.83K	Jun 30, 26	-18.24K	0.60%
FIRST TRUST ADVISORS LP	300.10K	Jun 30, 26	+126.09K	0.57%
SILVERCREST ASSET MANAGEMENT GROUP LLC	295.42K	Jun 30, 26	-15.38K	0.56%
NORTHERN TRUST CORP	293.01K	Jun 30, 26	+20.79K	0.55%
Sixth Street Partners Management Company, L.P.	267.38K	Jun 30, 26	+267.38K	0.50%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	267.38K	Jun 30, 26	+14.79K	0.50%
Rock Point Advisors, LLC	211.76K	Jun 30, 26	+630	0.40%
VANGUARD FIDUCIARY TRUST CO	205.72K	Jun 30, 26	+4.31K	0.39%
Guinness Asset Management LTD	193.40K	Jun 30, 26	+6.47K	0.36%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	186.92K	Jun 30, 26	+158.61K	0.35%
DekaBank Deutsche Girozentrale	184.94K	Jun 30, 26	--	0.35%
Russell Investments Group, Ltd.	175.75K	Jun 30, 26	-35.55K	0.33%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	161.24K	Jun 30, 26	-210.86K	0.30%
TUDOR INVESTMENT CORP ET AL	142.61K	Jun 30, 26	-72.64K	0.27%
SEGALL BRYANT & HAMILL, LLC	135.06K	Jun 30, 26	+13.91K	0.25%
GOLDMAN SACHS GROUP INC	124.56K	Jun 30, 26	-134.84K	0.23%
Baird Financial Group, Inc.	122.92K	Jun 30, 26	-27.61K	0.23%
Bank of New York Mellon Corp	119.88K	Jun 30, 26	+3.46K	0.23%
KBC Group NV	111.91K	Jun 30, 26	+14.01K	0.21%
HUSSMAN STRATEGIC ADVISORS, INC.	105.00K	Jun 30, 26	-21.00K	0.20%
BNP PARIBAS ARBITRAGE, SNC	101.36K	Jun 30, 26	-50.81K	0.19%
Raiffeisen Bank International AG	100.00K	Jun 30, 26	+100.00K	0.19%
BANK OF AMERICA CORP /DE/	95.03K	Jun 30, 26	-30.41K	0.18%
Nuveen, LLC	94.04K	Jun 30, 26	+14.31K	0.18%
Erste Asset Management GmbH	91.22K	Jun 30, 26	-55.17K	0.17%
CONNORS INVESTOR SERVICES INC	90.34K	Jun 30, 26	-35.26K	0.17%
FRANKLIN RESOURCES INC	76.60K	Jun 30, 26	+53.07K	0.14%
Clean Yield Group	69.32K	Jun 30, 26	+2.86K	0.13%
CITADEL ADVISORS LLC	65.65K	Jun 30, 26	-147.69K	0.12%
Amundi	65.17K	Jun 30, 26	+6.16K	0.12%
Swiss National Bank	64.70K	Jun 30, 26	-400	0.12%
Empowered Funds, LLC	63.77K	Jun 30, 26	-161.86K	0.12%
CAPITAL FUND MANAGEMENT S.A.	62.71K	Jun 30, 26	+28.77K	0.12%
WELLS FARGO & COMPANY/MN	60.91K	Jun 30, 26	+15.44K	0.11%
Qube Research & Technologies Ltd	54.02K	Jun 30, 26	-53.65K	0.10%
STATE OF WISCONSIN INVESTMENT BOARD	53.62K	Jun 30, 26	+9.47K	0.10%
STOREBRAND ASSET MANAGEMENT AS	52.27K	Jun 30, 26	+3.31K	0.10%
Trexquant Investment LP	52.27K	Jun 30, 26	+1.96K	0.10%
ALPS ADVISORS INC	50.50K	Jun 30, 26	+1.42K	0.10%
PRICE T ROWE ASSOCIATES INC /MD/	48.09K	Jun 30, 26	+7.59K	0.09%
RHUMBLINE ADVISERS	47.46K	Jun 30, 26	-248	0.09%
UBS ASSET MANAGEMENT AMERICAS INC	42.53K	Jun 30, 26	+8.42K	0.08%
ALGERT GLOBAL LLC	42.01K	Jun 30, 26	+3.27K	0.08%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	41.57K	Jun 30, 26	+3.83K	0.08%
IRONWOOD INVESTMENT MANAGEMENT LLC	41.37K	Jun 30, 26	+18.97K	0.08%
JUPITER ASSET MANAGEMENT LTD	41.18K	Jun 30, 26	--	0.08%
Engineers Gate Manager LP	40.71K	Jun 30, 26	+40.71K	0.08%
Universal- Beteiligungs- und Servicegesellschaft mbH	40.57K	Jun 30, 26	-12.31K	0.08%
PANAGORA ASSET MANAGEMENT INC	38.68K	Jun 30, 26	-86.43K	0.07%
ALLIANCEBERNSTEIN L.P.	37.34K	Jun 30, 26	--	0.07%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	36.97K	Jun 30, 26	+7.06K	0.07%
DEUTSCHE BANK AG\	34.86K	Jun 30, 26	+6.54K	0.07%
CITIGROUP INC	34.72K	Jun 30, 26	+5.00K	0.07%
DARK FOREST CAPITAL MANAGEMENT LP	31.82K	Jun 30, 26	+3.43K	0.06%
JPMORGAN CHASE & CO	30.70K	Jun 30, 26	-25.45K	0.06%
Fideuram Asset Management (Ireland) dac	30.00K	Jun 30, 26	+30.00K	0.06%
FULLER & THALER ASSET MANAGEMENT, INC.	28.34K	Jun 30, 26	+1.50K	0.05%
BARCLAYS PLC	27.58K	Jun 30, 26	+13.67K	0.05%
CoreCommodity Management, LLC	25.82K	Jun 30, 26	+1.30K	0.05%
Zurcher Kantonalbank (Zurich Cantonalbank)	25.51K	Jun 30, 26	+2.27K	0.05%
VANGUARD ASSET MANAGEMENT, Ltd	25.18K	Jun 30, 26	+5.26K	0.05%
Hartree Partners, LP	25.00K	Jun 30, 26	+25.00K	0.05%
Granahan Investment Management, LLC	23.62K	Jun 30, 26	-606.45K	0.04%
SG Americas Securities, LLC	23.36K	Jun 30, 26	+9.14K	0.04%
Kuhn & Co Investment Counsel	22.65K	Jun 30, 26	--	0.04%
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	22.43K	Jun 30, 26	+1.88K	0.04%
Cambridge Investment Research Advisors, Inc.	22.21K	Jun 30, 26	+745	0.04%
Aquatic Capital Management LLC	21.76K	Jun 30, 26	+21.76K	0.04%
Counterpoint Mutual Funds LLC	20.32K	Jun 30, 26	-10.54K	0.04%
Allspring Global Investments Holdings, LLC	20.04K	Jun 30, 26	+576	0.04%
MetLife Investment Management, LLC	19.27K	Jun 30, 26	+756	0.04%
Quantinno Capital Management LP	17.82K	Jun 30, 26	+1.48K	0.03%
HSBC HOLDINGS PLC	17.04K	Jun 30, 26	-8.50K	0.03%
Jupiter Topco LLC	15.55K	Jun 30, 26	+15.55K	0.03%
Creative Planning	15.21K	Jun 30, 26	+3.04K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15.20K	Jun 30, 26	+171	0.03%
IMC-Chicago, LLC	15.05K	Jun 30, 26	+15.05K	0.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	14.29K	Jun 30, 26	-170	0.03%
CAPTRUST FINANCIAL ADVISORS	13.88K	Jun 30, 26	+39	0.03%
EntryPoint Capital, LLC	13.75K	Jun 30, 26	-1.16K	0.03%
NEW YORK STATE COMMON RETIREMENT FUND	13.27K	Jun 30, 26	+3.70K	0.03%
Gallagher Fiduciary Advisors, LLC	12.91K	Jun 30, 26	-861	0.02%
NorthCrest Asset Manangement, LLC	12.76K	Jun 30, 26	+36	0.02%
INTECH INVESTMENT MANAGEMENT LLC	12.34K	Jun 30, 26	--	0.02%
Vanguard Global Advisers, LLC	12.28K	Jun 30, 26	-5.06K	0.02%
AQR CAPITAL MANAGEMENT LLC	11.74K	Jun 30, 26	-3.98K	0.02%
Guinness Atkinson Asset Management Inc	11.08K	Jun 30, 26	-1.68K	0.02%
LPL Financial LLC	10.69K	Jun 30, 26	+10.69K	0.02%
Police & Firemen's Retirement System of New Jersey	10.08K	Jun 30, 26	+1.62K	0.02%
Cetera Trust Company, N.A	9.84K	Jun 30, 26	+525	0.02%
Janney Montgomery Scott LLC	9.68K	Jun 30, 26	-17.89K	0.02%
STIFEL FINANCIAL CORP	9.54K	Jun 30, 26	-3.40K	0.02%
WINTON GROUP Ltd	9.44K	Jun 30, 26	+9.44K	0.02%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	9.19K	Jun 30, 26	--	0.02%
Penn Capital Management Company, LLC	9.15K	Jun 30, 26	-71.89K	0.02%
FMR LLC	9.01K	Jun 30, 26	-35	0.02%
Arizona State Retirement System	8.90K	Jun 30, 26	-182	0.02%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	8.80K	Jun 30, 26	--	0.02%
BAILARD, INC.	8.80K	Jun 30, 26	+100	0.02%
MERCER GLOBAL ADVISORS INC /ADV	8.21K	Jun 30, 26	+8.21K	0.02%
XTX Topco Ltd	8.08K	Jun 30, 26	+8.08K	0.02%
Northside Capital Management, LLC	7.50K	Jun 30, 26	+7.50K	0.01%
Vanguard Investments Australia, Ltd.	7.39K	Jun 30, 26	--	0.01%
KLP KAPITALFORVALTNING AS	7.00K	Jun 30, 26	--	0.01%
Freestone Grove Partners LP	6.62K	Jun 30, 26	+3.18K	0.01%
SIMPLEX TRADING, LLC	5.24K	Jun 30, 26	+5.24K	0.01%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	4.85K	Jun 30, 26	--	0.01%
US BANCORP \DE\	3.18K	Jun 30, 26	+733	0.01%
Ameritas Investment Partners, Inc.	2.98K	Jun 30, 26	+293	0.01%
GREAT WEST LIFE ASSURANCE CO /CAN/	2.90K	Jun 30, 26	--	0.01%
Ensign Peak Advisors, Inc	2.68K	Jun 30, 26	-300	0.01%
GROUP ONE TRADING, L.P.	2.18K	Jun 30, 26	+2.18K	0.00%
Fulcrum Asset Management LLP	2.10K	Jun 30, 26	+2.10K	0.00%
FIFTH THIRD BANCORP	1.69K	Jun 30, 26	-19	0.00%
Quantbot Technologies LP	1.62K	Jun 30, 26	-10.78K	0.00%
GAMMA Investing LLC	1.44K	Jun 30, 26	+4	0.00%
Centerpoint Advisors, LLC	1.40K	Jun 30, 26	--	0.00%
ACADIAN ASSET MANAGEMENT LLC	1.35K	Jun 30, 26	-15.24K	0.00%
NISA INVESTMENT ADVISORS, LLC	1.18K	Jun 30, 26	--	0.00%
State of Wyoming	998	Jun 30, 26	+998	0.00%
Tower Research Capital LLC (TRC)	992	Jun 30, 26	-642	0.00%
Federation des caisses Desjardins du Quebec	900	Jun 30, 26	-368	0.00%
ADVISOR GROUP HOLDINGS, INC.	695	Jun 30, 26	-128	0.00%
Sterling Capital Management LLC	661	Jun 30, 26	-403	0.00%
Nykredit A/S	606	Jun 30, 26	+606	0.00%
BNP Paribas Asset Management Holding S.A.	530	Jun 30, 26	-38	0.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	504	Jun 30, 26	-100	0.00%
Strategic Wealth Partners, Ltd.	499	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	393	Jun 30, 26	-1	0.00%
TRUST CO OF VERMONT	365	Jun 30, 26	+365	0.00%
SRS Capital Advisors, Inc.	349	Jun 30, 26	+349	0.00%
Smartleaf Asset Management LLC	324	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	281	Jun 30, 26	-23	0.00%
JONES FINANCIAL COMPANIES LLLP	270	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	230	Jun 30, 26	+230	0.00%
Farther Finance Advisors, LLC	226	Jun 30, 26	--	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	200	Jun 30, 26	+200	0.00%
HANTZ FINANCIAL SERVICES, INC.	200	Jun 30, 26	+200	0.00%
EverSource Wealth Advisors, LLC	194	Jun 30, 26	-14	0.00%
Parallel Advisors, LLC	193	Jun 30, 26	-125	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	181	Jun 30, 26	-25	0.00%
Fortitude Family Office, LLC	177	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	176	Jun 30, 26	+9	0.00%
SIGNATUREFD, LLC	114	Jun 30, 26	-122	0.00%
ROTHSCHILD INVESTMENT LLC	95	Jun 30, 26	+22	0.00%
Quarry LP	93	Jun 30, 26	+62	0.00%
Physician Wealth Advisors, Inc.	73	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	50	Jun 30, 26	+50	0.00%
Steward Partners Investment Advisory, LLC	48	Jun 30, 26	--	0.00%
Kilter Group LLC	37	Jun 30, 26	--	0.00%
SWAN Capital LLC	35	Jun 30, 26	--	0.00%
Larson Financial Group LLC	21	Jun 30, 26	+6	0.00%
C M BIDWELL & ASSOCIATES LTD	17	Jun 30, 26	+17	0.00%
Elevated Capital Advisors, LLC	7	Jun 30, 26	+7	0.00%
IFP Advisors, Inc	6	Jun 30, 26	--	0.00%
Stone House Investment Management, LLC	5	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	5	Jun 30, 26	+5	0.00%
FourThought Financial Partners, LLC	--	Jun 30, 26	-11.38K	--
Entropy Technologies, LP	--	Jun 30, 26	-8.48K	--
Advisors Asset Management, Inc.	--	Jun 30, 26	-9.20K	--
Costello Asset Management, INC	--	Jun 30, 26	-100	--
MAI Capital Management	--	Jun 30, 26	-34	--
GSA CAPITAL PARTNERS LLP	--	Jun 30, 26	-35.63K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Jun 30, 26	-106	--
Rachor Investment Advisory Services, LLC	--	Jun 30, 26	-187	--
Root Financial Partners, LLC	--	Jun 30, 26	-31	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-26.85K	--
Jump Financial, LLC	--	Jun 30, 26	-13.43K	--
MARSHALL WACE, LLP	--	Jun 30, 26	-87.18K	--
Golden State Equity Partners	--	Jun 30, 26	-25	--
Optiver Holding B.V.	--	Jun 30, 26	-2.37K	--
Steel Peak Wealth Management LLC	--	Jun 30, 26	-29.82K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-71.62K	--
MOODY NATIONAL BANK TRUST DIVISION	--	Jun 30, 26	-35.46K	--
Brevan Howard Capital Management LP	--	Jun 30, 26	-10.38K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-441	--
Squarepoint Ops LLC	--	Jun 30, 26	-17.41K	--
HARBOR CAPITAL ADVISORS, INC.	--	Jun 30, 26	-56.59K	--
Lighthouse Investment Partners, LLC	--	Jun 30, 26	-9.27K	--
Allworth Financial LP	--	Jun 30, 26	-125	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-16	--
BALYASNY ASSET MANAGEMENT L.P.	--	Jun 30, 26	-227.50K	--
Atria Investments, Inc	--	Jun 30, 26	-13.76K	--
Dynamic Technology Lab Private Ltd	--	Jun 30, 26	-8.57K	--
Skopos Labs, Inc.	16.11K	Mar 31, 26	-4.58K	0.03%
Janus Henderson Group Ltd.	15.55K	Mar 31, 26	--	0.03%
CWM, LLC	792	Mar 31, 26	+1	0.00%
USA Financial Portformulas Corp	--	Mar 31, 26	-526	--
VANGUARD GROUP INC	2.41M	Dec 31, 25	+2.48K	4.55%
Quest Partners LLC	12.77K	Dec 31, 25	+909	0.02%
COMERICA BANK	1.72K	Dec 31, 25	+24	0.00%
ORG Partners LLC	25	Dec 31, 25	--	0.00%
Stephens Consulting, LLC	--	Dec 31, 25	-280	--
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-3.00K	--
EHP Funds Inc.	--	Dec 31, 25	-6.41K	--
Hemington Wealth Management	90	Sep 30, 25	--	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-2.34K	--
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.00K	Jun 30, 25	+1.00K	0.00%
Lindbrook Capital, LLC	147	Mar 31, 25	-98	0.00%
Nuveen Asset Management, LLC	97.34K	Dec 31, 24	--	0.18%
Zions Bancorporation, N.A.	64.88K	Dec 31, 24	+7.74K	0.12%
Raymond James Financial Services Advisors, Inc.	6.81K	Sep 30, 24	-311	0.01%
BlackRock Inc.	2.40M	Jun 30, 24	+85.64K	4.52%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.00K	Jun 30, 24	--	0.00%
Ziegler Capital Management, LLC	170.27K	Mar 31, 24	+90.62K	0.32%
CREDIT SUISSE AG/	63.11K	Mar 31, 24	+1.80K	0.12%
Trustees of Princeton University	226.40K	Dec 31, 23	+226.40K	0.43%
Clear Sky Advisers, LLC	52.91K	Dec 31, 23	-15.63K	0.10%
Steward Financial Group LLC	1.06K	Sep 30, 23	+1.06K	0.00%
TIAA, FSB	8.50K	Jun 30, 23	--	0.02%
BDO Wealth Advisors, LLC	69	Jun 30, 23	--	0.00%
Kalos Management, Inc.	--	Jun 30, 23	-1.39K	--
ETF MANAGERS GROUP, LLC	14.96K	Mar 31, 23	+6.02K	0.03%
Monarch Partners Asset Management LLC	42.56K	Dec 31, 22	-5.05K	0.08%
Claraphi Advisory Network, LLC	--	Dec 31, 22	-10.22K	--
EATON VANCE MANAGEMENT	12.07K	Sep 30, 22	-2.07K	0.02%
American Portfolios Advisors	928	Sep 30, 22	--	0.00%
Taylor Wealth Management Partners	27.21K	Jun 30, 22	-1.91K	0.05%
HC FINANCIAL ADVISORS INC	140	Jun 30, 22	+140	0.00%
EXANE DERIVATIVES	--	Jun 30, 22	-885	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	67.91K	Mar 31, 22	+624	0.13%
Lyon Street Capital, LLC	9.59K	Mar 31, 22	+1.59K	0.02%
Amalgamated Financial Corp.	5.04K	Mar 31, 22	+5.04K	0.01%
IndexIQ Advisors LLC	4.94K	Mar 31, 22	+4.94K	0.01%
Livingston Group Asset Management CO (operating as Southport Capital Management)	--	Mar 31, 22	-27.20K	--
Marshall Wace North America L.P.	--	Sep 30, 21	-90.03K	--
Nachman Norwood & Parrott, Inc	13.19K	Jun 30, 21	--	0.02%
AMUNDI ASSET MANAGEMENT US, INC.	60.00K	Mar 31, 21	+35.00K	0.11%
PILLAR PACIFIC CAPITAL MANAGEMENT LLC	13.00K	Mar 31, 21	-11.10K	0.02%
THB ASSET MANAGEMENT	67.69K	Dec 31, 20	-22.11K	0.13%
Aperio Group, LLC	15.43K	Dec 31, 20	+2.29K	0.03%
Winslow, Evans & Crocker, Inc.	2.73K	Dec 31, 20	+900	0.01%
DOMINI IMPACT INVESTMENTS LLC	23.86K	Dec 31, 19	-29	0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.	203	Dec 31, 19	+203	0.00%
Advisor Group, Inc.	--	Dec 31, 19	-307	--
TEACHERS ADVISORS, LLC	41.76K	Mar 31, 19	--	0.08%
TIAA CREF INVESTMENT MANAGEMENT LLC	39.39K	Mar 31, 19	--	0.07%
FNY Managed Accounts LLC	248	Mar 31, 18	+248	0.00%
Delpha Capital Management, LLC	--	Mar 31, 18	-68	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-7.65K	--
WFG Advisors, LP	--	Jun 30, 17	-40	--
BlackRock Fund Advisors	691.31K	Dec 31, 16	+103.74K	1.30%
BlackRock Institutional Trust Company, N.A.	147.41K	Dec 31, 16	-4.52K	0.28%
BlackRock Investment Management, LLC	88.01K	Dec 31, 16	-3.17K	0.17%
BLACKROCK ADVISORS LLC	11.05K	Dec 31, 16	-1.08K	0.02%
Emerald Acquisition Ltd.	34.13K	Sep 30, 16	+3.75K	0.06%
ANALYTIC INVESTORS, LLC	27.56K	Sep 30, 16	--	0.05%
KBI Global Investors Ltd	604.69K	Jun 30, 16	+604.69K	1.14%
SOCIETE GENERALE	15.00K	Jun 30, 16	+15.00K	0.03%
BHF Kleinwort Benson Group S.A.	523.96K	Mar 31, 16	+38.55K	0.99%
RUSSELL FRANK CO/	7.97K	Mar 31, 16	+7.97K	0.02%
MARXE AUSTIN W & GREENHOUSE DAVID M	244.06K	Sep 30, 14	+212.55K	0.46%
UBS AG	48.54K	Sep 30, 14	-5.97K	0.09%
Daiwa Capital Markets America Inc.	19.20K	Dec 31, 13	+19.20K	0.04%
MANULIFE INVESTMENT MANAGEMENT (US) LLC	10.30K	Mar 31, 13	+10.30K	0.02%
Crosswind Investments, LLC	72.88K	Jun 30, 11	+4.79K	0.14%

Latest holdings as of Sep 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Holder

Date

Change

% Held

Versant Capital Management, Inc

531

Sep 30, 26

0.00%

WELLINGTON MANAGEMENT GROUP LLP

3.37M

Jun 30, 26

-166.81K

6.36%

BlackRock, Inc.

2.65M

Jun 30, 26

+194.78K

5.00%

Grantham, Mayo, Van Otterloo & Co. LLC

2.03M

Jun 30, 26

-198.68K

3.83%

DIMENSIONAL FUND ADVISORS LP

1.60M

Jun 30, 26

+161.67K

3.02%

STATE STREET CORP

1.60M

Jun 30, 26

+271.61K

3.02%

MILLENNIUM MANAGEMENT LLC

1.49M

Jun 30, 26

+1.23M

2.80%

VANGUARD CAPITAL MANAGEMENT LLC

1.43M

Jun 30, 26

+71.86K

2.70%

D. E. Shaw & Co., Inc.

1.26M

Jun 30, 26

-13.70K

2.37%

DnB Asset Management AS

1.03M

Jun 30, 26

+123.21K

1.93%

ROYCE & ASSOCIATES LP

998.18K

Jun 30, 26

-251.72K

1.88%

VANGUARD PORTFOLIO MANAGEMENT LLC

914.16K

Jun 30, 26

+68.29K

1.72%

GEODE CAPITAL MANAGEMENT, LLC

862.85K

Jun 30, 26

+70.00K

1.63%

Handelsbanken Fonder AB

857.98K

Jun 30, 26

+42.83K

1.62%

GAGNON SECURITIES LLC

826.56K

Jun 30, 26

-13.50K

1.56%

AMERICAN CENTURY COMPANIES INC

798.12K

Jun 30, 26

+271.97K

1.50%

Legal & General Group Plc

796.27K

Jun 30, 26

+247.06K

1.50%

First Eagle Investment Management, LLC

749.08K

Jun 30, 26

+193.75K

1.41%

UBS Group AG

726.03K

Jun 30, 26

+307.90K

1.37%

Swedbank AB

718.00K

Jun 30, 26

+73.00K

1.35%

MORGAN STANLEY

648.02K

Jun 30, 26

-22.60K

1.22%

Redwood Grove Capital, LLC

543.52K

Jun 30, 26

+74.00K

1.02%

Bandera Partners LLC

476.31K

Jun 30, 26

0.90%

Gagnon Advisors, LLC

472.80K

Jun 30, 26

0.89%

ROYAL BANK OF CANADA

418.88K

Jun 30, 26

-85.27K

0.79%

MACKENZIE FINANCIAL CORP

371.05K

Jun 30, 26

+371.05K

0.70%

JCP Investment Management, LLC

339.00K

Jun 30, 26

+339.00K

0.64%

EXCHANGE TRADED CONCEPTS, LLC

320.57K

Jun 30, 26

+10.22K

0.60%

Invesco Ltd.

318.83K

Jun 30, 26

-18.24K

0.60%

FIRST TRUST ADVISORS LP

300.10K

Jun 30, 26

+126.09K

0.57%

SILVERCREST ASSET MANAGEMENT GROUP LLC

295.42K

Jun 30, 26

-15.38K

0.56%

NORTHERN TRUST CORP

293.01K

Jun 30, 26

+20.79K

0.55%

Sixth Street Partners Management Company, L.P.

267.38K

Jun 30, 26

+267.38K

0.50%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

267.38K

Jun 30, 26

+14.79K

0.50%

Rock Point Advisors, LLC

211.76K

Jun 30, 26

+630

0.40%

VANGUARD FIDUCIARY TRUST CO

205.72K

Jun 30, 26

+4.31K

0.39%

Guinness Asset Management LTD

193.40K

Jun 30, 26

+6.47K

0.36%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

186.92K

Jun 30, 26

+158.61K

0.35%

DekaBank Deutsche Girozentrale

184.94K

Jun 30, 26

0.35%

Russell Investments Group, Ltd.

175.75K

Jun 30, 26

-35.55K

0.33%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

161.24K

Jun 30, 26

-210.86K

0.30%

TUDOR INVESTMENT CORP ET AL

142.61K

Jun 30, 26

-72.64K

0.27%

SEGALL BRYANT & HAMILL, LLC

135.06K

Jun 30, 26

+13.91K

0.25%

GOLDMAN SACHS GROUP INC

124.56K

Jun 30, 26

-134.84K

0.23%

Baird Financial Group, Inc.

122.92K

Jun 30, 26

-27.61K

0.23%

Bank of New York Mellon Corp

119.88K

Jun 30, 26

+3.46K

0.23%

KBC Group NV

111.91K

Jun 30, 26

+14.01K

0.21%

HUSSMAN STRATEGIC ADVISORS, INC.

105.00K

Jun 30, 26

-21.00K

0.20%

BNP PARIBAS ARBITRAGE, SNC

101.36K

Jun 30, 26

-50.81K

0.19%

Raiffeisen Bank International AG

100.00K

Jun 30, 26

+100.00K

0.19%

BANK OF AMERICA CORP /DE/

95.03K

Jun 30, 26

-30.41K

0.18%

Nuveen, LLC

94.04K

Jun 30, 26

+14.31K

0.18%

Erste Asset Management GmbH

91.22K

Jun 30, 26

-55.17K

0.17%

CONNORS INVESTOR SERVICES INC

90.34K

Jun 30, 26

-35.26K

0.17%

FRANKLIN RESOURCES INC

76.60K

Jun 30, 26

+53.07K

0.14%

Clean Yield Group

69.32K

Jun 30, 26

+2.86K

0.13%

CITADEL ADVISORS LLC

65.65K

Jun 30, 26

-147.69K

0.12%

Amundi

65.17K

Jun 30, 26

+6.16K

0.12%

Swiss National Bank

64.70K

Jun 30, 26

-400

0.12%

Empowered Funds, LLC

63.77K

Jun 30, 26

-161.86K

0.12%

CAPITAL FUND MANAGEMENT S.A.

62.71K

Jun 30, 26

+28.77K

0.12%

WELLS FARGO & COMPANY/MN

60.91K

Jun 30, 26

+15.44K

0.11%

Qube Research & Technologies Ltd

54.02K

Jun 30, 26

-53.65K

0.10%

STATE OF WISCONSIN INVESTMENT BOARD

53.62K

Jun 30, 26

+9.47K

0.10%

STOREBRAND ASSET MANAGEMENT AS

52.27K

Jun 30, 26

+3.31K

0.10%

Trexquant Investment LP

52.27K

Jun 30, 26

+1.96K

0.10%

ALPS ADVISORS INC

50.50K

Jun 30, 26

+1.42K

0.10%

PRICE T ROWE ASSOCIATES INC /MD/

48.09K

Jun 30, 26

+7.59K

0.09%

RHUMBLINE ADVISERS

47.46K

Jun 30, 26

-248

0.09%

UBS ASSET MANAGEMENT AMERICAS INC

42.53K

Jun 30, 26

+8.42K

0.08%

ALGERT GLOBAL LLC

42.01K

Jun 30, 26

+3.27K

0.08%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

41.57K

Jun 30, 26

+3.83K

0.08%

IRONWOOD INVESTMENT MANAGEMENT LLC

41.37K

Jun 30, 26

+18.97K

0.08%

JUPITER ASSET MANAGEMENT LTD

41.18K

Jun 30, 26

0.08%

Engineers Gate Manager LP

40.71K

Jun 30, 26

+40.71K

0.08%

Universal- Beteiligungs- und Servicegesellschaft mbH

40.57K

Jun 30, 26

-12.31K

0.08%

PANAGORA ASSET MANAGEMENT INC

38.68K

Jun 30, 26

-86.43K

0.07%

ALLIANCEBERNSTEIN L.P.

37.34K

Jun 30, 26

0.07%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

36.97K

Jun 30, 26

+7.06K

0.07%

DEUTSCHE BANK AG\

34.86K

Jun 30, 26

+6.54K

0.07%

CITIGROUP INC

34.72K

Jun 30, 26

+5.00K

0.07%

DARK FOREST CAPITAL MANAGEMENT LP

31.82K

Jun 30, 26

+3.43K

0.06%

JPMORGAN CHASE & CO

30.70K

Jun 30, 26

-25.45K

0.06%

Fideuram Asset Management (Ireland) dac

30.00K

Jun 30, 26

+30.00K

0.06%

FULLER & THALER ASSET MANAGEMENT, INC.

28.34K

Jun 30, 26

+1.50K

0.05%

BARCLAYS PLC

27.58K

Jun 30, 26

+13.67K

0.05%

CoreCommodity Management, LLC

25.82K

Jun 30, 26

+1.30K

0.05%

Zurcher Kantonalbank (Zurich Cantonalbank)

25.51K

Jun 30, 26

+2.27K

0.05%

VANGUARD ASSET MANAGEMENT, Ltd

25.18K

Jun 30, 26

+5.26K

0.05%

Hartree Partners, LP

25.00K

Jun 30, 26

+25.00K

0.05%

Granahan Investment Management, LLC

23.62K

Jun 30, 26

-606.45K

0.04%

SG Americas Securities, LLC

23.36K

Jun 30, 26

+9.14K

0.04%

Kuhn & Co Investment Counsel

22.65K

Jun 30, 26

0.04%

EAGLE HARBOR ASSET MANAGEMENT INC /ADV

22.43K

Jun 30, 26

+1.88K

0.04%

Cambridge Investment Research Advisors, Inc.

22.21K

Jun 30, 26

+745

0.04%

Aquatic Capital Management LLC

21.76K

Jun 30, 26

+21.76K

0.04%

Counterpoint Mutual Funds LLC

20.32K

Jun 30, 26

-10.54K

0.04%

Allspring Global Investments Holdings, LLC

20.04K

Jun 30, 26

+576

0.04%

MetLife Investment Management, LLC

19.27K

Jun 30, 26

+756

0.04%

Quantinno Capital Management LP

17.82K

Jun 30, 26

+1.48K

0.03%

HSBC HOLDINGS PLC

17.04K

Jun 30, 26

-8.50K

0.03%

Jupiter Topco LLC

15.55K

Jun 30, 26

+15.55K

0.03%

Creative Planning

15.21K

Jun 30, 26

+3.04K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

15.20K

Jun 30, 26

+171

0.03%

IMC-Chicago, LLC

15.05K

Jun 30, 26

+15.05K

0.03%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

14.29K

Jun 30, 26

-170

0.03%

CAPTRUST FINANCIAL ADVISORS

13.88K

Jun 30, 26

+39

0.03%

EntryPoint Capital, LLC

13.75K

Jun 30, 26

-1.16K

0.03%

NEW YORK STATE COMMON RETIREMENT FUND

13.27K

Jun 30, 26

+3.70K

0.03%

Gallagher Fiduciary Advisors, LLC

12.91K

Jun 30, 26

-861

0.02%

NorthCrest Asset Manangement, LLC

12.76K

Jun 30, 26

+36

0.02%

INTECH INVESTMENT MANAGEMENT LLC

12.34K

Jun 30, 26

0.02%

Vanguard Global Advisers, LLC

12.28K

Jun 30, 26

-5.06K

0.02%

AQR CAPITAL MANAGEMENT LLC

11.74K

Jun 30, 26

-3.98K

0.02%

Guinness Atkinson Asset Management Inc

11.08K

Jun 30, 26

-1.68K

0.02%

LPL Financial LLC

10.69K

Jun 30, 26

+10.69K

0.02%

Police & Firemen's Retirement System of New Jersey

10.08K

Jun 30, 26

+1.62K

0.02%

Cetera Trust Company, N.A

9.84K

Jun 30, 26

+525

0.02%

Janney Montgomery Scott LLC

9.68K

Jun 30, 26

-17.89K

0.02%

STIFEL FINANCIAL CORP

9.54K

Jun 30, 26

-3.40K

0.02%

WINTON GROUP Ltd

9.44K

Jun 30, 26

+9.44K

0.02%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

9.19K

Jun 30, 26

0.02%

Penn Capital Management Company, LLC

9.15K

Jun 30, 26

-71.89K

0.02%

FMR LLC

9.01K

Jun 30, 26

-35

0.02%

Arizona State Retirement System

8.90K

Jun 30, 26

-182

0.02%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

8.80K

Jun 30, 26

0.02%

BAILARD, INC.

8.80K

Jun 30, 26

+100

0.02%

MERCER GLOBAL ADVISORS INC /ADV

8.21K

Jun 30, 26

+8.21K

0.02%

XTX Topco Ltd

8.08K

Jun 30, 26

+8.08K

0.02%

Northside Capital Management, LLC

7.50K

Jun 30, 26

+7.50K

0.01%

Vanguard Investments Australia, Ltd.

7.39K

Jun 30, 26

0.01%

KLP KAPITALFORVALTNING AS

7.00K

Jun 30, 26

0.01%

Freestone Grove Partners LP

6.62K

Jun 30, 26

+3.18K

0.01%

SIMPLEX TRADING, LLC

5.24K

Jun 30, 26

+5.24K

0.01%

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

4.85K

Jun 30, 26

0.01%

US BANCORP \DE\

3.18K

Jun 30, 26

+733

0.01%

Ameritas Investment Partners, Inc.

2.98K

Jun 30, 26

+293

0.01%

GREAT WEST LIFE ASSURANCE CO /CAN/

2.90K

Jun 30, 26

0.01%

Ensign Peak Advisors, Inc

2.68K

Jun 30, 26

-300

0.01%

GROUP ONE TRADING, L.P.

2.18K

Jun 30, 26

+2.18K

0.00%

Fulcrum Asset Management LLP

2.10K

Jun 30, 26

+2.10K

0.00%

FIFTH THIRD BANCORP

1.69K

Jun 30, 26

-19

0.00%

Quantbot Technologies LP

1.62K

Jun 30, 26

-10.78K

0.00%

GAMMA Investing LLC

1.44K

Jun 30, 26

0.00%

Centerpoint Advisors, LLC

1.40K

Jun 30, 26

0.00%

ACADIAN ASSET MANAGEMENT LLC

1.35K

Jun 30, 26

-15.24K

0.00%

NISA INVESTMENT ADVISORS, LLC

1.18K

Jun 30, 26

0.00%

State of Wyoming

998

Jun 30, 26

+998

0.00%

Tower Research Capital LLC (TRC)

992

Jun 30, 26

-642

0.00%

Federation des caisses Desjardins du Quebec

900

Jun 30, 26

-368

0.00%

ADVISOR GROUP HOLDINGS, INC.

695

Jun 30, 26

-128

0.00%

Sterling Capital Management LLC

661

Jun 30, 26

-403

0.00%

Nykredit A/S

606

Jun 30, 26

+606

0.00%

BNP Paribas Asset Management Holding S.A.

530

Jun 30, 26

-38

0.00%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

504

Jun 30, 26

-100

0.00%

Strategic Wealth Partners, Ltd.

499

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

393

Jun 30, 26

-1

0.00%

TRUST CO OF VERMONT

365

Jun 30, 26

+365

0.00%

SRS Capital Advisors, Inc.

349

Jun 30, 26

+349

0.00%

Smartleaf Asset Management LLC

324

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

281

Jun 30, 26

-23

0.00%

JONES FINANCIAL COMPANIES LLLP

270

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

230

Jun 30, 26

+230

0.00%

Farther Finance Advisors, LLC

226

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

200

Jun 30, 26

+200

0.00%

HANTZ FINANCIAL SERVICES, INC.

200

Jun 30, 26

+200

0.00%

EverSource Wealth Advisors, LLC

194

Jun 30, 26

-14

0.00%

Parallel Advisors, LLC

193

Jun 30, 26

-125

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

181

Jun 30, 26

-25

0.00%

Fortitude Family Office, LLC

177

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

176

Jun 30, 26

0.00%

SIGNATUREFD, LLC

114

Jun 30, 26

-122

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

+22

0.00%

Quarry LP

Jun 30, 26

+62

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+50

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

SWAN Capital LLC

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

Jun 30, 26

+17

0.00%

Elevated Capital Advisors, LLC

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

Stone House Investment Management, LLC

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

FourThought Financial Partners, LLC

Jun 30, 26

-11.38K

Entropy Technologies, LP

Jun 30, 26

-8.48K

Advisors Asset Management, Inc.

Jun 30, 26

-9.20K

Costello Asset Management, INC

Jun 30, 26

-100

MAI Capital Management

Jun 30, 26

-34

GSA CAPITAL PARTNERS LLP

Jun 30, 26

-35.63K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

-106

Rachor Investment Advisory Services, LLC

Jun 30, 26

-187

Root Financial Partners, LLC

Jun 30, 26

-31

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-26.85K

Jump Financial, LLC

Jun 30, 26

-13.43K

MARSHALL WACE, LLP

Jun 30, 26

-87.18K

Golden State Equity Partners

Jun 30, 26

-25

Optiver Holding B.V.

Jun 30, 26

-2.37K

Steel Peak Wealth Management LLC

Jun 30, 26

-29.82K

JANE STREET GROUP, LLC

Jun 30, 26

-71.62K

MOODY NATIONAL BANK TRUST DIVISION

Jun 30, 26

-35.46K

Brevan Howard Capital Management LP

Jun 30, 26

-10.38K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-441

Squarepoint Ops LLC

Jun 30, 26

-17.41K

HARBOR CAPITAL ADVISORS, INC.

Jun 30, 26

-56.59K

Lighthouse Investment Partners, LLC

Jun 30, 26

-9.27K

Allworth Financial LP

Jun 30, 26

-125

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-16

BALYASNY ASSET MANAGEMENT L.P.

Jun 30, 26

-227.50K

Atria Investments, Inc

Jun 30, 26

-13.76K

Dynamic Technology Lab Private Ltd

Jun 30, 26

-8.57K

Skopos Labs, Inc.

16.11K

Mar 31, 26

-4.58K

0.03%

Janus Henderson Group Ltd.

15.55K

Mar 31, 26

0.03%

CWM, LLC

792

Mar 31, 26

0.00%

USA Financial Portformulas Corp

Mar 31, 26

-526

VANGUARD GROUP INC

2.41M

Dec 31, 25

+2.48K

4.55%

Quest Partners LLC

12.77K

Dec 31, 25

+909

0.02%

COMERICA BANK

1.72K

Dec 31, 25

+24

0.00%

ORG Partners LLC

Dec 31, 25

0.00%

Stephens Consulting, LLC

Dec 31, 25

-280

CIBC Private Wealth Group, LLC

Dec 31, 25

-3.00K

EHP Funds Inc.

Dec 31, 25

-6.41K

Hemington Wealth Management

Sep 30, 25

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-2.34K

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.00K

Jun 30, 25

+1.00K

0.00%

Lindbrook Capital, LLC

147

Mar 31, 25

-98

0.00%

Nuveen Asset Management, LLC

97.34K

Dec 31, 24

0.18%

Zions Bancorporation, N.A.

64.88K

Dec 31, 24

+7.74K

0.12%

Raymond James Financial Services Advisors, Inc.

6.81K

Sep 30, 24

-311

0.01%

BlackRock Inc.

2.40M

Jun 30, 24

+85.64K

4.52%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.00K

Jun 30, 24

0.00%

Ziegler Capital Management, LLC

170.27K

Mar 31, 24

+90.62K

0.32%

CREDIT SUISSE AG/

63.11K

Mar 31, 24

+1.80K

0.12%

Trustees of Princeton University

226.40K

Dec 31, 23

+226.40K

0.43%

Clear Sky Advisers, LLC

52.91K

Dec 31, 23

-15.63K

0.10%

Steward Financial Group LLC

1.06K

Sep 30, 23

+1.06K

0.00%

TIAA, FSB

8.50K

Jun 30, 23

0.02%

BDO Wealth Advisors, LLC

Jun 30, 23

0.00%

Kalos Management, Inc.

Jun 30, 23

-1.39K

ETF MANAGERS GROUP, LLC

14.96K

Mar 31, 23

+6.02K

0.03%

Monarch Partners Asset Management LLC

42.56K

Dec 31, 22

-5.05K

0.08%

Claraphi Advisory Network, LLC

Dec 31, 22

-10.22K

EATON VANCE MANAGEMENT

12.07K

Sep 30, 22

-2.07K

0.02%

American Portfolios Advisors

928

Sep 30, 22

0.00%

Taylor Wealth Management Partners

27.21K

Jun 30, 22

-1.91K

0.05%

HC FINANCIAL ADVISORS INC

140

Jun 30, 22

+140

0.00%

EXANE DERIVATIVES

Jun 30, 22

-885

PARAMETRIC PORTFOLIO ASSOCIATES LLC

67.91K

Mar 31, 22

+624

0.13%

Lyon Street Capital, LLC

9.59K

Mar 31, 22

+1.59K

0.02%

Amalgamated Financial Corp.

5.04K

Mar 31, 22

+5.04K

0.01%

IndexIQ Advisors LLC

4.94K

Mar 31, 22

+4.94K

0.01%

Livingston Group Asset Management CO (operating as Southport Capital Management)

Mar 31, 22

-27.20K

Marshall Wace North America L.P.

Sep 30, 21

-90.03K

Nachman Norwood & Parrott, Inc

13.19K

Jun 30, 21

0.02%

AMUNDI ASSET MANAGEMENT US, INC.

60.00K

Mar 31, 21

+35.00K

0.11%

PILLAR PACIFIC CAPITAL MANAGEMENT LLC

13.00K

Mar 31, 21

-11.10K

0.02%

THB ASSET MANAGEMENT

67.69K

Dec 31, 20

-22.11K

0.13%

Aperio Group, LLC

15.43K

Dec 31, 20

+2.29K

0.03%

Winslow, Evans & Crocker, Inc.

2.73K

Dec 31, 20

+900

0.01%

DOMINI IMPACT INVESTMENTS LLC

23.86K

Dec 31, 19

-29

0.04%

LADENBURG THALMANN FINANCIAL SERVICES INC.

203

Dec 31, 19

+203

0.00%

Advisor Group, Inc.

Dec 31, 19

-307

TEACHERS ADVISORS, LLC

41.76K

Mar 31, 19

0.08%

TIAA CREF INVESTMENT MANAGEMENT LLC

39.39K

Mar 31, 19

0.07%

FNY Managed Accounts LLC

248

Mar 31, 18

+248

0.00%

Delpha Capital Management, LLC

Mar 31, 18

-68

NATIONAL PLANNING CORP

Dec 31, 17

-7.65K

WFG Advisors, LP

Jun 30, 17

-40

BlackRock Fund Advisors

691.31K

Dec 31, 16

+103.74K

1.30%

BlackRock Institutional Trust Company, N.A.

147.41K

Dec 31, 16

-4.52K

0.28%

BlackRock Investment Management, LLC

88.01K

Dec 31, 16

-3.17K

0.17%

BLACKROCK ADVISORS LLC

11.05K

Dec 31, 16

-1.08K

0.02%

Emerald Acquisition Ltd.

34.13K

Sep 30, 16

+3.75K

0.06%

ANALYTIC INVESTORS, LLC

27.56K

Sep 30, 16

0.05%

KBI Global Investors Ltd

604.69K

Jun 30, 16

+604.69K

1.14%

SOCIETE GENERALE

15.00K

Jun 30, 16

+15.00K

0.03%

BHF Kleinwort Benson Group S.A.

523.96K

Mar 31, 16

+38.55K

0.99%

RUSSELL FRANK CO/

7.97K

Mar 31, 16

+7.97K

0.02%

MARXE AUSTIN W & GREENHOUSE DAVID M

244.06K

Sep 30, 14

+212.55K

0.46%

UBS AG

48.54K

Sep 30, 14

-5.97K

0.09%

Daiwa Capital Markets America Inc.

19.20K

Dec 31, 13

+19.20K

0.04%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

10.30K

Mar 31, 13

+10.30K

0.02%

Crosswind Investments, LLC

72.88K

Jun 30, 11

+4.79K

0.14%