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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 1.06M | Jun 30, 26 | +21.76K | 5.64% |
| Curated Wealth Partners LLC | 500.00K | Jun 30, 26 | +500.00K | 2.66% |
| VANGUARD CAPITAL MANAGEMENT LLC | 467.36K | Jun 30, 26 | +394 | 2.48% |
| Oppenheimer & Close, LLC | 402.62K | Jun 30, 26 | -3.29K | 2.14% |
| RENAISSANCE TECHNOLOGIES LLC | 311.59K | Jun 30, 26 | -8.70K | 1.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 295.60K | Jun 30, 26 | +21.61K | 1.57% |
| MORGAN STANLEY | 249.96K | Jun 30, 26 | +134.00K | 1.33% |
| STATE STREET CORP | 247.63K | Jun 30, 26 | -11.45K | 1.32% |
| State of New Jersey Common Pension Fund D | 179.13K | Jun 30, 26 | +10.00K | 0.95% |
| STIFEL FINANCIAL CORP | 168.78K | Jun 30, 26 | +2.59K | 0.90% |
| Boston Partners | 159.06K | Jun 30, 26 | +29.38K | 0.85% |
| Silverberg Bernstein Capital Management LLC | 157.56K | Jun 30, 26 | +1.83K | 0.84% |
| DIMENSIONAL FUND ADVISORS LP | 146.63K | Jun 30, 26 | -5.01K | 0.78% |
| FIRST MANHATTAN CO. LLC. | 139.57K | Jun 30, 26 | -9.00K | 0.74% |
| NORTHERN TRUST CORP | 91.04K | Jun 30, 26 | -1.30K | 0.48% |
| Bank of New York Mellon Corp | 86.90K | Jun 30, 26 | +7.05K | 0.46% |
| ALTFEST L J & CO INC | 86.35K | Jun 30, 26 | -- | 0.46% |
| Penserra Capital Management LLC | 84.67K | Jun 30, 26 | +2.76K | 0.45% |
| VANGUARD FIDUCIARY TRUST CO | 76.98K | Jun 30, 26 | +3.85K | 0.41% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 66.28K | Jun 30, 26 | +3.77K | 0.35% |
| Root Financial Partners, LLC | 51.92K | Jun 30, 26 | +31 | 0.28% |
| GOLDMAN SACHS GROUP INC | 43.74K | Jun 30, 26 | -11.50K | 0.23% |
| Wealth Alliance | 43.10K | Jun 30, 26 | -2.25K | 0.23% |
| Sixth Street Partners Management Company, L.P. | 39.98K | Jun 30, 26 | +39.98K | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 39.98K | Jun 30, 26 | +5.29K | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 33.42K | Jun 30, 26 | +22.82K | 0.18% |
| Nuveen, LLC | 29.55K | Jun 30, 26 | -- | 0.16% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 29.49K | Jun 30, 26 | +500 | 0.16% |
| Cetera Investment Advisers | 23.59K | Jun 30, 26 | +373 | 0.13% |
| Qube Research & Technologies Ltd | 23.03K | Jun 30, 26 | +3.11K | 0.12% |
| Brookwood Investment Group LLC | 21.48K | Jun 30, 26 | +1.04K | 0.11% |
| WEDBUSH SECURITIES INC | 20.86K | Jun 30, 26 | -1.55K | 0.11% |
| Capital Square, LLC | 20.83K | Jun 30, 26 | +109 | 0.11% |
| ALPS ADVISORS INC | 16.71K | Jun 30, 26 | +1.03K | 0.09% |
| NOMURA ASSET MANAGEMENT CO LTD | 15.60K | Jun 30, 26 | -- | 0.08% |
| RHUMBLINE ADVISERS | 15.22K | Jun 30, 26 | -858 | 0.08% |
| NOESIS CAPITAL MANGEMENT CORP | 15.00K | Jun 30, 26 | -- | 0.08% |
| ALLIANCEBERNSTEIN L.P. | 14.64K | Jun 30, 26 | +200 | 0.08% |
| VIRTUE ASSET MANAGEMENT LLC | 14.28K | Jun 30, 26 | -2.86K | 0.08% |
| Asset Management One Co., Ltd. | 14.21K | Jun 30, 26 | -- | 0.08% |
| Odyssean, LLC | 13.50K | Jun 30, 26 | +13.50K | 0.07% |
| Lesa Sroufe & Co | 13.48K | Jun 30, 26 | -- | 0.07% |
| Abacus Planning Group, Inc. | 13.48K | Jun 30, 26 | -- | 0.07% |
| BARCLAYS PLC | 12.46K | Jun 30, 26 | -683 | 0.07% |
| Russell Investments Group, Ltd. | 12.35K | Jun 30, 26 | +7.32K | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11.83K | Jun 30, 26 | +11.83K | 0.06% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11.20K | Jun 30, 26 | -1.16K | 0.06% |
| GSA CAPITAL PARTNERS LLP | 10.93K | Jun 30, 26 | +10.93K | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 10.35K | Jun 30, 26 | +8.98K | 0.05% |
| BNP PARIBAS ARBITRAGE, SNC | 10.23K | Jun 30, 26 | -394 | 0.05% |
| LPL Financial LLC | 10.15K | Jun 30, 26 | +76 | 0.05% |
| DEUTSCHE BANK AG\ | 9.78K | Jun 30, 26 | +5.48K | 0.05% |
| WELLS FARGO & COMPANY/MN | 9.30K | Jun 30, 26 | +4.31K | 0.05% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8.45K | Jun 30, 26 | -- | 0.04% |
| FMR LLC | 8.19K | Jun 30, 26 | +2.94K | 0.04% |
| Eurizon Capital SGR S.p.A. | 7.68K | Jun 30, 26 | -- | 0.04% |
| UBS Group AG | 7.07K | Jun 30, 26 | -1.72K | 0.04% |
| State of Alaska, Department of Revenue | 5.26K | Jun 30, 26 | -- | 0.03% |
| CITIGROUP INC | 5.21K | Jun 30, 26 | +4.70K | 0.03% |
| Resona Asset Management Co.,Ltd. | 4.96K | Jun 30, 26 | -37 | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 4.74K | Jun 30, 26 | +3.05K | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.62K | Jun 30, 26 | -522 | 0.02% |
| JPMORGAN CHASE & CO | 4.42K | Jun 30, 26 | -22 | 0.02% |
| Daiwa Securities Group Inc. | 4.42K | Jun 30, 26 | -64 | 0.02% |
| Vanguard Global Advisers, LLC | 4.38K | Jun 30, 26 | -- | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 3.80K | Jun 30, 26 | -- | 0.02% |
| STRS OHIO | 2.30K | Jun 30, 26 | -- | 0.01% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 2.00K | Jun 30, 26 | -151 | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 1.99K | Jun 30, 26 | -- | 0.01% |
| Tower Research Capital LLC (TRC) | 1.69K | Jun 30, 26 | -369 | 0.01% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 1.65K | Jun 30, 26 | +1.65K | 0.01% |
| Founders Capital Management | 1.50K | Jun 30, 26 | -- | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 1.30K | Jun 30, 26 | -665 | 0.01% |
| SouthState Corp | 1.25K | Jun 30, 26 | -- | 0.01% |
| Ameritas Investment Partners, Inc. | 1.18K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 1.10K | Jun 30, 26 | +1.08K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.07K | Jun 30, 26 | +1.07K | 0.01% |
| Legal & General Group Plc | 979 | Jun 30, 26 | -- | 0.01% |
| NISA INVESTMENT ADVISORS, LLC | 964 | Jun 30, 26 | -568 | 0.01% |
| GAMMA Investing LLC | 780 | Jun 30, 26 | +282 | 0.00% |
| IFP Advisors, Inc | 722 | Jun 30, 26 | +22 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 671 | Jun 30, 26 | -- | 0.00% |
| Ares Financial Consulting, LLC | 496 | Jun 30, 26 | -- | 0.00% |
| MEEDER ASSET MANAGEMENT INC | 482 | Jun 30, 26 | +481 | 0.00% |
| ROYAL BANK OF CANADA | 472 | Jun 30, 26 | -1.02K | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 445 | Jun 30, 26 | +31 | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 423 | Jun 30, 26 | +199 | 0.00% |
| HUNTINGTON NATIONAL BANK | 411 | Jun 30, 26 | +411 | 0.00% |
| Integrated Wealth Concepts LLC | 369 | Jun 30, 26 | +369 | 0.00% |
| Pflug Koory, LLC | 340 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Management Group, LLC | 336 | Jun 30, 26 | +5 | 0.00% |
| MetLife Investment Management, LLC | 328 | Jun 30, 26 | -6.65K | 0.00% |
| Sterling Capital Management LLC | 203 | Jun 30, 26 | -156 | 0.00% |
| Allied Private Wealth LLC | 193 | Jun 30, 26 | +193 | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 138 | Jun 30, 26 | -448 | 0.00% |
| Physician Wealth Advisors, Inc. | 73 | Jun 30, 26 | +73 | 0.00% |
| Essential Partners LLC | 65 | Jun 30, 26 | +54 | 0.00% |
| Clearstead Advisors, LLC | 63 | Jun 30, 26 | +63 | 0.00% |
| EverSource Wealth Advisors, LLC | 60 | Jun 30, 26 | +38 | 0.00% |
| Allworth Financial LP | 59 | Jun 30, 26 | +53 | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 57 | Jun 30, 26 | +57 | 0.00% |
| Cornerstone Planning Group LLC | 40 | Jun 30, 26 | -- | 0.00% |
| Bare Financial Services, Inc | 36 | Jun 30, 26 | -147 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 32 | Jun 30, 26 | +32 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31 | Jun 30, 26 | +31 | 0.00% |
| Quarry LP | 29 | Jun 30, 26 | +29 | 0.00% |
| Smartleaf Asset Management LLC | 23 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 20 | Jun 30, 26 | +15 | 0.00% |
| True Wealth Design, LLC | 18 | Jun 30, 26 | +15 | 0.00% |
| Fortitude Family Office, LLC | 8 | Jun 30, 26 | +8 | 0.00% |
| SJS Investment Consulting Inc. | 3 | Jun 30, 26 | +3 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 3 | Jun 30, 26 | +2 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -48.12K | -- |
| Sumitomo Mitsui Trust Group, Inc. | -- | Jun 30, 26 | -10.15K | -- |
| Parallel Advisors, LLC | -- | Jun 30, 26 | -22 | -- |
| Optiver Holding B.V. | -- | Jun 30, 26 | -112 | -- |
| D. E. Shaw & Co., Inc. | -- | Jun 30, 26 | -12.86K | -- |
| BARD ASSOCIATES INC | -- | Jun 30, 26 | -266 | -- |
| Permanens Capital L.P. | -- | Jun 30, 26 | -201.26K | -- |
| XTX Topco Ltd | -- | Jun 30, 26 | -10.53K | -- |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -- | Jun 30, 26 | -1.95K | -- |
| CWM, LLC | 1.48K | Mar 31, 26 | +399 | 0.01% |
| Sunbelt Securities, Inc. | 3 | Mar 31, 26 | +2 | 0.00% |
| VANGUARD GROUP INC | 613.79K | Dec 31, 25 | -487.89K | 3.26% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -829 | -- |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 32.04K | Jun 30, 25 | -500 | 0.17% |
| AVANTAX ADVISORY SERVICES, INC. | 20.13K | Jun 30, 25 | -1.43K | 0.11% |
| Nuveen Asset Management, LLC | 39.58K | Dec 31, 24 | -- | 0.21% |
| Sanctuary Wealth Management, L.L.C. | 120 | Dec 31, 24 | +120 | 0.00% |
| Cassady Schiller Wealth Management, LLC | 18 | Dec 31, 24 | +18 | 0.00% |
| ClariVest Asset Management LLC | 44.77K | Sep 30, 24 | -- | 0.24% |
| BlackRock Inc. | 974.64K | Jun 30, 24 | -14.88K | 5.18% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -87.49K | -- |
| Cowen Prime Advisors LLC | 63.34K | Jun 30, 23 | -- | 0.34% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 25.30K | Mar 31, 22 | +1.04K | 0.13% |
| Amalgamated Financial Corp. | 1.38K | Mar 31, 22 | +1.38K | 0.01% |
| Advisor Group, Inc. | 4.23K | Dec 31, 19 | +4.23K | 0.02% |
| MENTA CAPITAL LLC | 28.88K | Jun 30, 19 | -936 | 0.15% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 30.43K | Mar 31, 19 | -- | 0.16% |
| TEACHERS ADVISORS, LLC | 11.77K | Mar 31, 19 | -- | 0.06% |
| NEXT Financial Holdings | 150 | Mar 31, 19 | +150 | 0.00% |
| GREENWOOD INVESTMENTS, INC. | 915.78K | Dec 31, 16 | -- | 4.87% |
| BlackRock Institutional Trust Company, N.A. | 385.56K | Dec 31, 16 | -- | 2.05% |
| BlackRock Fund Advisors | 29.85K | Dec 31, 16 | +540 | 0.16% |
| BLACKROCK ADVISORS LLC | 3.60K | Dec 31, 16 | -- | 0.02% |
| BlackRock Investment Management, LLC | 1.48K | Dec 31, 16 | -- | 0.01% |
| UBS AG | 33.80K | Sep 30, 14 | -1.82K | 0.18% |
