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Institutional Ownership

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

Top 501 Institutional Holders
HolderSharesDateChange% Held
CONFLUENCE INVESTMENT MANAGEMENT LLC122.54KSep 30, 26-24.07K0.05%
Roxbury Financial LLC104Sep 30, 26--0.00%
MORGAN STANLEY6.36MJun 30, 26+360.67K2.73%
BANK OF AMERICA CORP /DE/5.63MJun 30, 26-124.46K2.42%
UBS Group AG5.13MJun 30, 26+397.79K2.20%
VAN ECK ASSOCIATES CORP4.16MJun 30, 26+2.04M1.79%
STRS OHIO4.00MJun 30, 26--1.72%
Ensign Peak Advisors, Inc3.30MJun 30, 26+693.00K1.42%
Blackstone Inc.3.21MJun 30, 26--1.38%
NOMURA ASSET MANAGEMENT CO LTD3.15MJun 30, 26-407.46K1.36%
Generali Asset Management SPA SGR2.60MJun 30, 26+83.11K1.12%
CI Private Wealth, LLC2.28MJun 30, 26-249.56K0.98%
OMERS ADMINISTRATION Corp2.22MJun 30, 26--0.95%
WELLS FARGO & COMPANY/MN1.99MJun 30, 26-42.99K0.86%
Sound Income Strategies, LLC1.82MJun 30, 26+99.91K0.78%
ROYAL BANK OF CANADA1.50MJun 30, 26+79.55K0.65%
JPMORGAN CHASE & CO1.50MJun 30, 26+82.39K0.65%
Creative Planning1.29MJun 30, 26-71.97K0.55%
Muzinich & Co., Inc.1.20MJun 30, 26+8.86K0.51%
Cresset Asset Management, LLC1.17MJun 30, 26+221.64K0.50%
HighTower Advisors, LLC1.11MJun 30, 26+156.11K0.48%
GOLDMAN SACHS GROUP INC1.07MJun 30, 26+921.22K0.46%
Lunate Capital Ltd1.00MJun 30, 26+1.00M0.43%
Russell Investments Group, Ltd.998.71KJun 30, 26+271.61K0.43%
Sumitomo Mitsui Trust Group, Inc.901.35KJun 30, 26+4.80K0.39%
ARES MANAGEMENT LLC895.69KJun 30, 26+90.00K0.38%
Progeny 3, Inc.772.16KJun 30, 26--0.33%
Altshuler Shaham Ltd750.00KJun 30, 26--0.32%
BlackRock, Inc.745.20KJun 30, 26-15.80K0.32%
Clarity Financial LLC718.14KJun 30, 26+718.14K0.31%
TWO SIGMA INVESTMENTS, LP714.51KJun 30, 26+87.30K0.31%
D. E. Shaw & Co., Inc.699.95KJun 30, 26+219.14K0.30%
LPL Financial LLC686.87KJun 30, 26+58.16K0.30%
RAYMOND JAMES FINANCIAL INC656.40KJun 30, 26-26.49K0.28%
Rockefeller Capital Management L.P.622.20KJun 30, 26+147.47K0.27%
FMR LLC588.12KJun 30, 26+18.73K0.25%
Allen Investment Management LLC579.65KJun 30, 26-86.66K0.25%
Janney Montgomery Scott LLC570.80KJun 30, 26+570.80K0.25%
AMERIPRISE FINANCIAL INC567.30KJun 30, 26-274.77K0.24%
FRANKLIN RESOURCES INC512.14KJun 30, 26-97.00K0.22%
Border to Coast Pensions Partnership Ltd500.00KJun 30, 26-100.00K0.21%
BROWN BROTHERS HARRIMAN & CO472.52KJun 30, 26+140.60K0.20%
ENVESTNET ASSET MANAGEMENT INC460.16KJun 30, 26+144.66K0.20%
Cetera Investment Advisers458.48KJun 30, 26+119.05K0.20%
Global Strategic Investment Solutions, LLC410.88KJun 30, 26+6.14K0.18%
All Terrain Financial Advisors, LLC389.92KJun 30, 26+389.92K0.17%
John & Kathleen Schreiber Foundation381.58KJun 30, 26--0.16%
Columbus Macro, LLC372.29KJun 30, 26+124.24K0.16%
QTR Family Wealth, LLC362.38KJun 30, 26+242.29K0.16%
GCM Grosvenor Holdings, LLC350.00KJun 30, 26+350.00K0.15%
STATE STREET CORP333.18KJun 30, 26+50.44K0.14%
LaFleur & Godfrey LLC277.93KJun 30, 26-1.51K0.12%
AlphaCore Capital LLC275.51KJun 30, 26+191.39K0.12%
ADVISOR GROUP HOLDINGS, INC.273.17KJun 30, 26+8.87K0.12%
Lido Advisors, LLC251.45KJun 30, 26+148.67K0.11%
Colony Group, LLC244.89KJun 30, 26+27.30K0.11%
Sanctuary Advisors, LLC241.98KJun 30, 26+100.15K0.10%
Prota Financial, LLC240.59KJun 30, 26+11.72K0.10%
Perissos Private Wealth Management, LLC236.29KJun 30, 26-21.04K0.10%
HRT FINANCIAL LP234.39KJun 30, 26+234.39K0.10%
SFMG, LLC231.53KJun 30, 26-1.33K0.10%
M&G Plc225.00KJun 30, 26-75.00K0.10%
Advisors Asset Management, Inc.215.08KJun 30, 26+25.12K0.09%
SHIKIAR ASSET MANAGEMENT INC212.50KJun 30, 26-52.44K0.09%
Steward Partners Investment Advisory, LLC203.56KJun 30, 26-35.05K0.09%
Ilex Capital Partners (UK) LLP198.14KJun 30, 26+198.14K0.09%
Quadrant Private Wealth Management, LLC198.07KJun 30, 26+16.85K0.09%
DENALI ADVISORS LLC191.02KJun 30, 26-13.13K0.08%
QVT Financial LP187.23KJun 30, 26-62.41K0.08%
OLD SECOND NATIONAL BANK OF AURORA175.47KJun 30, 26+175.47K0.08%
Mariner, LLC174.94KJun 30, 26+43.63K0.08%
Callodine Capital Management, LP169.80KJun 30, 26+132.30K0.07%
JUPITER ASSET MANAGEMENT LTD165.97KJun 30, 26+165.97K0.07%
STIFEL FINANCIAL CORP165.64KJun 30, 26+9.57K0.07%
Naviter Wealth, LLC160.29KJun 30, 26+23.88K0.07%
Americana Partners, LLC157.74KJun 30, 26+3.69K0.07%
Cambridge Investment Research Advisors, Inc.155.91KJun 30, 26+6.17K0.07%
Mount Yale Investment Advisors, LLC147.24KJun 30, 26+39.35K0.06%
Amplius Wealth Advisors, LLC146.34KJun 30, 26-45.37K0.06%
Venture Visionary Partners LLC145.99KJun 30, 26--0.06%
Arkadios Wealth Advisors143.33KJun 30, 26+6.06K0.06%
Vestmark Advisory Solutions, Inc.142.24KJun 30, 26+38.35K0.06%
Baird Financial Group, Inc.141.35KJun 30, 26-8.10K0.06%
TRANSCEND CAPITAL ADVISORS, LLC139.08KJun 30, 26+50.06%
Williams Jones Wealth Management, LLC.139.04KJun 30, 26+84.88K0.06%
MAGNOLIA CAPITAL ADVISORS LLC137.15KJun 30, 26+24.29K0.06%
Parkwood LLC127.64KJun 30, 26--0.05%
Waterloo Capital, L.P.127.61KJun 30, 26+115.62K0.05%
Schonfeld Strategic Advisors LLC126.73KJun 30, 26+126.73K0.05%
Whipplewood Advisors, LLC121.44KJun 30, 26+38.57K0.05%
Cornerstone Advisory, LLC116.74KJun 30, 26-11.94K0.05%
Institute for Wealth Management, LLC.115.77KJun 30, 26+81.50K0.05%
Pine Valley Investments Ltd Liability Co115.49KJun 30, 26-16.83K0.05%
Sequoia Financial Advisors, LLC109.39KJun 30, 26+1.94K0.05%
Ethos Financial Group, LLC108.43KJun 30, 26-3.42K0.05%
BLAIR WILLIAM & CO/IL107.98KJun 30, 26+14.17K0.05%
Summit Financial, LLC107.15KJun 30, 26+47.23K0.05%
MAI Capital Management106.86KJun 30, 26+78.34K0.05%
Avidian Wealth Solutions, LLC105.59KJun 30, 26+5.73K0.05%
ArchPoint Investors105.30KJun 30, 26+84.30K0.05%
INDEPENDENT FINANCIAL GROUP, LLC104.48KJun 30, 26+9.47K0.04%
Global Retirement Partners, LLC103.94KJun 30, 26+103.94K0.04%
Guilbault Capital LLC102.42KJun 30, 26+8.63K0.04%
CITADEL ADVISORS LLC101.27KJun 30, 26+101.27K0.04%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.100.49KJun 30, 26+34.85K0.04%
Providence Capital Advisors, LLC100.30KJun 30, 26-3600.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP94.46KJun 30, 26-149.29K0.04%
Osbon Capital Management LLC93.02KJun 30, 26+2.21K0.04%
BigSur Wealth Management LLC90.15KJun 30, 26-7670.04%
LAZARD ASSET MANAGEMENT LLC87.59KJun 30, 26-21.03K0.04%
UMB Bank, n.a.87.26KJun 30, 26-6.33K0.04%
Embree Financial Group86.67KJun 30, 26+4.49K0.04%
OpenArc Corporate Advisory, LLC86.01KJun 30, 26-41.05K0.04%
Register Financial Advisors LLC85.24KJun 30, 26-1.73K0.04%
Cerity Partners LLC82.91KJun 30, 26+36.95K0.04%
Bank of New York Mellon Corp81.39KJun 30, 26-3640.03%
Stronghold Wealth Management L.L.C.81.06KJun 30, 26+2.29K0.03%
Legacy Wealth Advisors, LLC79.98KJun 30, 26+1.77K0.03%
SRS Capital Advisors, Inc.79.97KJun 30, 26+36.08K0.03%
Hennion & Walsh Asset Management, Inc.76.10KJun 30, 26+14.80K0.03%
Icon Wealth Advisors, LLC76.04KJun 30, 26-2.03K0.03%
Truvestments Capital LLC72.72KJun 30, 26+5.40K0.03%
GFS Advisors, LLC71.55KJun 30, 26--0.03%
Invesco Ltd.71.22KJun 30, 26-2.59K0.03%
Indivisible Partners69.02KJun 30, 26+40.34K0.03%
Diversify Advisory Services, LLC68.39KJun 30, 26+68.39K0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC68.39KJun 30, 26+2.81K0.03%
SMITH, MOORE & CO.68.36KJun 30, 26+3.69K0.03%
CIBC WORLD MARKET INC.66.08KJun 30, 26-9570.03%
Belpointe Asset Management LLC65.77KJun 30, 26+13.57K0.03%
1832 Asset Management L.P.64.35KJun 30, 26+21.90K0.03%
Bramshill Investments, LLC61.71KJun 30, 26+7280.03%
Hedeker Wealth, LLC61.58KJun 30, 26-59.81K0.03%
Bayshore Capital Advisors, LLC60.89KJun 30, 26+35.89K0.03%
Fiduciary Group LLC59.76KJun 30, 26-1.79K0.03%
XTX Topco Ltd59.57KJun 30, 26+34.23K0.03%
Pathstone Holdings, LLC59.38KJun 30, 26+39.74K0.03%
FIDUCIARY TRUST CO58.94KJun 30, 26--0.03%
Sterling Investment Advisors, Ltd.58.92KJun 30, 26+28.95K0.03%
Cyndeo Wealth Partners, LLC58.10KJun 30, 26-1.86K0.02%
River Street Advisors LLC56.77KJun 30, 26+56.77K0.02%
Proficio Capital Partners LLC56.56KJun 30, 26+40.35K0.02%
CFO4Life Group, LLC56.19KJun 30, 26+1.21K0.02%
Spire Wealth Management54.62KJun 30, 26-16.21K0.02%
Fortis Capital Advisors, LLC54.34KJun 30, 26+13.57K0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV54.09KJun 30, 26+4.64K0.02%
Farther Finance Advisors, LLC53.28KJun 30, 26-1.45K0.02%
Generali Investments CEE, investicni spolecnost, a.s.52.94KJun 30, 26--0.02%
Mesirow Financial Investment Management, Inc.51.67KJun 30, 26+15.40K0.02%
HSBC HOLDINGS PLC51.25KJun 30, 26--0.02%
Evercore Wealth Management, LLC50.30KJun 30, 26+25.65K0.02%
Adams Asset Advisors, LLC50.17KJun 30, 26--0.02%
NewEdge Advisors, LLC49.14KJun 30, 26+13.73K0.02%
BROWN ADVISORY INC47.45KJun 30, 26+4550.02%
SIMON QUICK ADVISORS, LLC45.93KJun 30, 26+7.85K0.02%
Jump Financial, LLC45.53KJun 30, 26+45.53K0.02%
Ridgeline Wealth Planning, LLC45.26KJun 30, 26-1.61K0.02%
Beacon Pointe Advisors, LLC43.16KJun 30, 26-255.93K0.02%
Marble Wealth, LLC42.81KJun 30, 26-8.21K0.02%
DELPHI MANAGEMENT INC /MA/42.77KJun 30, 26+1550.02%
AVISO WEALTH MANAGEMENT42.63KJun 30, 26+3000.02%
TT Capital Management LLC41.35KJun 30, 26+5.60K0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC40.22KJun 30, 26+10.04K0.02%
International Private Wealth Advisors LLC39.30KJun 30, 26+39.30K0.02%
Tempus Wealth Planning, LLC39.01KJun 30, 26--0.02%
Joseph P. Lucia & Associates, LLC38.98KJun 30, 26-2.75K0.02%
Wellington Shields & Co., LLC38.67KJun 30, 26-3180.02%
TRUIST FINANCIAL CORP38.46KJun 30, 26+24.11K0.02%
HB Wealth Management, LLC38.46KJun 30, 26+14.43K0.02%
LEAVELL INVESTMENT MANAGEMENT, INC.38.22KJun 30, 26-7.21K0.02%
Neuberger Berman Group LLC38.08KJun 30, 26-24.12K0.02%
Apeiron RIA LLC37.98KJun 30, 26--0.02%
Ameritas Advisory Services, LLC37.07KJun 30, 26+37.07K0.02%
WILEY BROS.-AINTREE CAPITAL, LLC36.49KJun 30, 26+22.65K0.02%
Equitable Holdings, Inc.36.32KJun 30, 26+18.62K0.02%
BBR PARTNERS, LLC35.95KJun 30, 26+9930.02%
CAPSTONE INVESTMENT ADVISORS, LLC34.44KJun 30, 26-24.77K0.01%
CAPITAL FUND MANAGEMENT S.A.33.04KJun 30, 26+33.04K0.01%
Cornerstone Wealth Management, LLC32.82KJun 30, 26-10.99K0.01%
BANK OF MONTREAL /CAN/32.40KJun 30, 26+5540.01%
CHOREO, LLC32.19KJun 30, 26+4.42K0.01%
IEQ CAPITAL, LLC31.92KJun 30, 26-39.33K0.01%
Investment Partners Asset Management, Inc.31.73KJun 30, 26+4.33K0.01%
Summit Global Investments31.36KJun 30, 26+850.01%
COMMONWEALTH EQUITY SERVICES, LLC31.26KJun 30, 26-18.58K0.01%
Regatta Research & Money Management30.85KJun 30, 26+30.85K0.01%
Triumph Capital Management30.18KJun 30, 26+2.96K0.01%
Platform Technology Partners29.92KJun 30, 26+3.86K0.01%
Perigon Wealth Management, LLC29.21KJun 30, 26+710.01%
Werba Rubin Papier Wealth Management29.15KJun 30, 26+16.72K0.01%
KCM INVESTMENT ADVISORS LLC29.00KJun 30, 26+7.00K0.01%
Kestra Advisory Services, LLC27.59KJun 30, 26-2.09K0.01%
Capstone Wealth Management Group, Inc.27.45KJun 30, 26+27.45K0.01%
TD Waterhouse Canada Inc.27.41KJun 30, 26+17.00K0.01%
TCG Advisory Services, LLC27.29KJun 30, 26-1.68K0.01%
LM Advisors LLC27.22KJun 30, 26+27.22K0.01%
Rathbones Group PLC27.00KJun 30, 26--0.01%
COMPASS FINANCIAL MANAGEMENT LLC26.08KJun 30, 26+26.08K0.01%
BASSO CAPITAL MANAGEMENT, L.P.25.94KJun 30, 26+5.74K0.01%
GUGGENHEIM CAPITAL LLC25.65KJun 30, 26+2.27K0.01%
AQR CAPITAL MANAGEMENT LLC25.15KJun 30, 26-3.01K0.01%
Joel Isaacson & Co., LLC24.38KJun 30, 26-1.00K0.01%
Millennium Capital Advisors, LLC24.16KJun 30, 26-10.01%
HIGHLINE WEALTH PARTNERS LLC24.10KJun 30, 26+24.10K0.01%
FIFTH THIRD BANCORP23.91KJun 30, 26+5790.01%
NOMURA HOLDINGS INC23.67KJun 30, 26-4.67K0.01%
Quantbot Technologies LP23.30KJun 30, 26+23.30K0.01%
EVERPAR ADVISORS LLC23.18KJun 30, 26--0.01%
Moors & Cabot, Inc.23.03KJun 30, 26+1.54K0.01%
Valeo Financial Advisors, LLC22.95KJun 30, 26+1.45K0.01%
COLUMBIA ADVISORY PARTNERS LLC22.93KJun 30, 26--0.01%
CIDEL ASSET MANAGEMENT INC22.60KJun 30, 26+22.60K0.01%
Pinnacle Financial Partners, Inc.22.41KJun 30, 26--0.01%
Wealthspire Advisors, LLC22.14KJun 30, 26+1.60K0.01%
Empowered Funds, LLC21.94KJun 30, 26-3.92K0.01%
Closed-End Fund Advisors, Inc.21.78KJun 30, 26-9.20K0.01%
United Advisor Group, LLC21.71KJun 30, 26+7000.01%
CIBC Bancorp USA Inc.21.39KJun 30, 26+4550.01%
MML INVESTORS SERVICES, LLC20.63KJun 30, 26+6.88K0.01%
ExodusPoint Capital Management, LP20.40KJun 30, 26-32.41K0.01%
Monument Capital Management20.22KJun 30, 26+5.80K0.01%
REICON WEALTH ADVISORS, LLC19.96KJun 30, 26+4.07K0.01%
Ronald Blue Trust, Inc.19.84KJun 30, 26--0.01%
AXXCESS WEALTH MANAGEMENT, LLC19.65KJun 30, 26+19.65K0.01%
Sage Investment Counsel LLC18.80KJun 30, 26+30.01%
Axiom Investment Management LLC18.50KJun 30, 26--0.01%
Private Advisor Group, LLC18.24KJun 30, 26+3.54K0.01%
NATIONAL BANK OF CANADA /FI/18.08KJun 30, 26+1920.01%
Virtus Investment Advisers, Inc.17.89KJun 30, 26-5.81K0.01%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV17.20KJun 30, 26-5.24K0.01%
Comprehensive Money Management Services LLC17.16KJun 30, 26-7250.01%
MANUFACTURERS LIFE INSURANCE COMPANY, THE17.12KJun 30, 26+17.12K0.01%
Real Talk Capital, LLC17.11KJun 30, 26+1.09K0.01%
Parallel Advisors, LLC17.05KJun 30, 26+1.61K0.01%
Taylor & Morgan Wealth Management, LLC16.38KJun 30, 26-4210.01%
Texas Yale Capital Corp.16.16KJun 30, 26-4.39K0.01%
Integrated Advisors Network LLC16.14KJun 30, 26-290.01%
Westbourne Investment Advisors, Inc.16.00KJun 30, 26-3.50K0.01%
Windsor Advisory Group, LLC15.97KJun 30, 26+15.97K0.01%
Tranquility Partners, LLC15.74KJun 30, 26+1600.01%
Forum Financial Management, LP15.73KJun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV15.18KJun 30, 26+15.18K0.01%
Stratos Wealth Partners, LTD.15.00KJun 30, 26-1.60K0.01%
Accredited Investors Inc.15.00KJun 30, 26--0.01%
NewEdge Wealth, LLC14.63KJun 30, 26-890.01%
Cassaday & Co Wealth Management LLC14.61KJun 30, 26--0.01%
Toroso Investments, LLC14.60KJun 30, 26--0.01%
RITHOLTZ WEALTH MANAGEMENT14.16KJun 30, 26+14.16K0.01%
StoneX Group Inc.14.03KJun 30, 26+7710.01%
Prospera Financial Services Inc13.79KJun 30, 26+1.28K0.01%
OPPENHEIMER & CO INC13.51KJun 30, 26-4.77K0.01%
Integrated Wealth Concepts LLC13.50KJun 30, 26+4.20K0.01%
Destiny Wealth Partners, LLC13.32KJun 30, 26-71.33K0.01%
PVG ASSET MANAGEMENT CORP13.21KJun 30, 26+1100.01%
Seelaus Asset Management LLC13.05KJun 30, 26--0.01%
CAPTRUST FINANCIAL ADVISORS12.85KJun 30, 26+1890.01%
Sanibel Captiva Trust Company, Inc.12.81KJun 30, 26--0.01%
Advyzon Investment Management, LLC12.77KJun 30, 26+600.01%
GRIFFIN ASSET MANAGEMENT, INC.12.68KJun 30, 26-42.76K0.01%
Mission Hills Financial Advisory, LLC12.58KJun 30, 26+12.58K0.01%
Barnett & Company, Inc.12.44KJun 30, 26-50.70K0.01%
Wedmont Private Capital12.23KJun 30, 26+12.23K0.01%
Independent Advisor Alliance12.11KJun 30, 26+12.11K0.01%
Robertson Stephens Wealth Management, LLC12.10KJun 30, 26--0.01%
CV Advisors LLC12.03KJun 30, 26--0.01%
Almanack Investment Partners, LLC.12.00KJun 30, 26--0.01%
Bull Harbor Capital LLC12.00KJun 30, 26--0.01%
HARBOUR INVESTMENTS, INC.11.91KJun 30, 26--0.01%
Accurate Wealth Management, LLC11.89KJun 30, 26--0.01%
Pallas Capital Advisors LLC11.78KJun 30, 26--0.01%
IPG Investment Advisors LLC11.62KJun 30, 26-850.00%
Allworth Financial LP11.15KJun 30, 26-20.00%
Advisor OS, LLC11.13KJun 30, 26+2.15K0.00%
BOKF, NA11.07KJun 30, 26--0.00%
Klingman & Associates, LLC10.72KJun 30, 26+130.00%
Sowell Financial Services LLC10.68KJun 30, 26+10.68K0.00%
MGO ONE SEVEN LLC10.59KJun 30, 26+10.59K0.00%
Pasadena Private Wealth, LLC10.55KJun 30, 26--0.00%
Palliser Capital (UK) Ltd10.52KJun 30, 26+10.52K0.00%
Aquatic Capital Management LLC10.51KJun 30, 26-48.15K0.00%
TRUST CO OF VIRGINIA /VA10.51KJun 30, 26--0.00%
Hardy Reed LLC10.17KJun 30, 26+10.17K0.00%
Glenview Trust Co9.90KJun 30, 26--0.00%
Harbour Capital Advisors, LLC9.88KJun 30, 26--0.00%
FLAGSHIP HARBOR ADVISORS, LLC9.79KJun 30, 26+800.00%
MACKENZIE FINANCIAL CORP9.60KJun 30, 26+9.60K0.00%
Brucke Financial, Inc.9.54KJun 30, 26+7840.00%
Cooper Financial Group9.49KJun 30, 26+5070.00%
PRICE T ROWE ASSOCIATES INC /MD/9.46KJun 30, 26-5.39K0.00%
PEDDOCK CAPITAL ADVISORS, LLC9.45KJun 30, 26--0.00%
Texas Capital Bank Wealth Management Services Inc9.39KJun 30, 26--0.00%
WEDBUSH SECURITIES INC9.39KJun 30, 26-4700.00%
PATRICK M SWEENEY & ASSOCIATES, INC9.29KJun 30, 26-1.79K0.00%
Financial Synergies Wealth Advisors, Inc.8.93KJun 30, 26-1.37K0.00%
Core Wealth Partners LLC8.89KJun 30, 26--0.00%
SIMPLEX TRADING, LLC8.83KJun 30, 26-30.93K0.00%
Commerce Advisors, LLC8.73KJun 30, 26-8.15K0.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC8.70KJun 30, 26+1940.00%
SMH CAPITAL ADVISORS INC8.66KJun 30, 26+8.66K0.00%
Catalyst Capital Advisors LLC8.66KJun 30, 26+4.66K0.00%
HM PAYSON & CO8.65KJun 30, 26--0.00%
Paragon Capital Management Ltd8.60KJun 30, 26+8.60K0.00%
Vines Capital Management, LLC8.53KJun 30, 26--0.00%
Squarepoint Ops LLC8.50KJun 30, 26+8.50K0.00%
Activest Wealth Management8.47KJun 30, 26-37.38K0.00%
ROTHSCHILD INVESTMENT LLC7.92KJun 30, 26+1540.00%
Wellington Shields Capital Management, LLC7.90KJun 30, 26--0.00%
Union Bancaire Privee, UBP SA7.42KJun 30, 26--0.00%
BRYN MAWR TRUST Co7.26KJun 30, 26-4.00K0.00%
High Note Wealth, LLC6.53KJun 30, 26+6.53K0.00%
AMERIFLEX GROUP, INC.6.23KJun 30, 26--0.00%
SG Americas Securities, LLC5.23KJun 30, 26-2810.00%
BNP PARIBAS ARBITRAGE, SNC5.00KJun 30, 26-261.50K0.00%
Strive Financial Group ,LLC4.93KJun 30, 26-5750.00%
IFP Advisors, Inc4.30KJun 30, 26-1.63K0.00%
Tower Research Capital LLC (TRC)3.85KJun 30, 26+5540.00%
North Star Investment Management Corp.3.69KJun 30, 26+180.00%
Atlantic Union Bankshares Corp3.30KJun 30, 26--0.00%
Sankala Group LLC3.11KJun 30, 26+970.00%
Physician Wealth Advisors, Inc.3.00KJun 30, 26+3.00K0.00%
Investors Research Corp2.88KJun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.2.71KJun 30, 26+1500.00%
PRIVATE TRUST CO NA2.60KJun 30, 26-8000.00%
Westfuller Advisors, LLC1.98KJun 30, 26--0.00%
Medallion Wealth Advisors, LLC1.93KJun 30, 26--0.00%
ARMSTRONG ADVISORY GROUP, INC1.81KJun 30, 26--0.00%
CUSTOM INDEX SYSTEMS, LLC1.61KJun 30, 26-1.60M0.00%
First Bancorp, Inc /ME/1.60KJun 30, 26+1.60K0.00%
Key Capital Management, INC1.56KJun 30, 26-3790.00%
EverSource Wealth Advisors, LLC1.51KJun 30, 26-3.63K0.00%
Strategic Wealth Partners, Ltd.1.48KJun 30, 26--0.00%
FNY Investment Advisers, LLC1.40KJun 30, 26+1.40K0.00%
Hilton Head Capital Partners, LLC1.38KJun 30, 26--0.00%
Allied Private Wealth LLC1.36KJun 30, 26+1.36K0.00%
SHP Wealth Management1.35KJun 30, 26-1.51K0.00%
CITIGROUP INC1.23KJun 30, 26+1.23K0.00%
Caitlin John, LLC1.20KJun 30, 26--0.00%
AdvisorNet Financial, Inc1.00KJun 30, 26+1.00K0.00%
Jefferies Financial Group Inc.848Jun 30, 26-57.74K0.00%
MCGUIRE CAPITAL ADVISORS INC800Jun 30, 26--0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO695Jun 30, 26+6950.00%
Strategic Wealth Advisors LLC655Jun 30, 26--0.00%
Provenance Wealth Advisors, LLC602Jun 30, 26--0.00%
OSTERWEIS CAPITAL MANAGEMENT INC598Jun 30, 26-6740.00%
Ankerstar Wealth, LLC571Jun 30, 26-1.89K0.00%
Newbridge Financial Services Group, Inc.500Jun 30, 26+5000.00%
Colonial Trust Co / SC496Jun 30, 26-150.00%
BI Asset Management Fondsmaeglerselskab A/S466Jun 30, 26-8100.00%
JONES FINANCIAL COMPANIES LLLP395Jun 30, 26--0.00%
SALEM INVESTMENT COUNSELORS INC250Jun 30, 26+1250.00%
CREATIVE FINANCIAL DESIGNS INC /ADV246Jun 30, 26+80.00%
CALDWELL SUTTER CAPITAL, INC.190Jun 30, 26+1900.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.147Jun 30, 26+1470.00%
Pinnacle Wealth Planning Services, Inc.120Jun 30, 26--0.00%
Westend Capital Management, LLC76Jun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS52Jun 30, 26+520.00%
Bayforest Capital Ltd35Jun 30, 26+350.00%
Fountainhead AM, LLC25Jun 30, 26+250.00%
JFS WEALTH ADVISORS, LLC8Jun 30, 26-3030.00%
American Capital Advisory, LLC--Jun 30, 26-6.42K--
Annis Gardner Whiting Capital Advisors, LLC--Jun 30, 26-5.20K--
Caitong International Asset Management Co., Ltd--Jun 30, 26-3.57K--
Security National Bank--Jun 30, 26-2.35K--
MCCARTER PRIVATE WEALTH SERVICES LLC--Jun 30, 26-23.88K--
Titiun Yejiel--Jun 30, 26-2.00K--
Western Wealth Management, LLC--Jun 30, 26-2.45K--
Essex Financial Services, Inc.--Jun 30, 26-11.15K--
IMMERSION CORP--Jun 30, 26-79.20K--
HUNTINGTON NATIONAL BANK--Jun 30, 26-566--
Fiduciary Alliance LLC--Jun 30, 26-10.05K--
STANSBERRY ASSET MANAGEMENT, LLC--Jun 30, 26-370.77K--
Catalyst Funds Management Pty Ltd--Jun 30, 26-10.18K--
BARCLAYS PLC--Jun 30, 26-2.17K--
KAVAR CAPITAL PARTNERS GROUP, LLC--Jun 30, 26-40.44K--
Snowden Capital Advisors LLC--Jun 30, 26-8.97K--
SOROS FUND MANAGEMENT LLC--Jun 30, 26-867.50K--
Advisors Capital Management, LLC--Jun 30, 26-9.62K--
GenTrust, LLC--Jun 30, 26-102.86K--
Root Financial Partners, LLC--Jun 30, 26-188--
Opal Wealth Advisors, LLC--Jun 30, 26-7.62K--
MILLENNIUM MANAGEMENT LLC--Jun 30, 26-569.58K--
Laffer Tengler Investments--Jun 30, 26-40.11K--
MOTCO--Jun 30, 26-71--
JANE STREET GROUP, LLC--Jun 30, 26-260.55K--
Massar Capital Management, LP--Jun 30, 26-34.42K--
Permanens Capital L.P.--Jun 30, 26-15.38K--
Advisory Services Network, LLC--Jun 30, 26-5.24K--
SIGNATUREFD, LLC--Jun 30, 26-1.00K--
Brevan Howard Capital Management LP--Jun 30, 26-17.60K--
Fairman Group, LLC--Jun 30, 26-1.45K--
Elm3 Financial Group, LLC--Jun 30, 26-29.84K--
Legacy Capital Wealth Partners, LLC--Jun 30, 26-59.10K--
EAGLE GLOBAL ADVISORS LLC--Jun 30, 26-20.49K--
Apollon Wealth Management, LLC--Jun 30, 26-20.68K--
London & Capital Asset Management Ltd--Jun 30, 26-16.77K--
Foundations Investment Advisors, LLC--Jun 30, 26-14.63K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-4.94K--
KING STREET CAPITAL MANAGEMENT, L.P.--Jun 30, 26-1.25M--
Fieldview Capital Management, LLC--Jun 30, 26-38.11K--
DRW Securities, LLC--Jun 30, 26-15.96K--
Grove Bank & Trust--Jun 30, 26-2.00K--
A4 Wealth Advisors LLC--Jun 30, 26-8.48K--
Kathmere Capital Management, LLC--Jun 30, 26-11.72K--
MGO Private Wealth, LLC--Jun 30, 26-14.52K--
Concurrent Investment Advisors, LLC--Jun 30, 26-13.09K--
HAZLETT, BURT & WATSON, INC.--Jun 30, 26-387--
Bell Bank--Jun 30, 26-232.85K--
Trexquant Investment LP--Jun 30, 26-277.00K--
Campbell & CO Investment Adviser LLC--Jun 30, 26-11.73K--
FIRST NATIONAL TRUST CO--Jun 30, 26-187.20K--
Mosley Wealth Management--Jun 30, 26-56--
Lansforsakringar Fondforvaltning AB (publ)--Jun 30, 26-64.91K--
Marex Group plc--Jun 30, 26-30.79K--
Johnson Financial Group, LLC--Jun 30, 26-49.88K--
Innovative Asset Advisors Group, LLC--Jun 30, 26-1.00K--
Owl Creek Wealth Partners LLC--Jun 30, 26-444--
Ritter Daniher Financial Advisory LLC / DE--Jun 30, 26-889--
Engineers Gate Manager LP--Jun 30, 26-60.50K--
HANTZ FINANCIAL SERVICES, INC.--Jun 30, 26-35--
Van Hulzen Asset Management, LLC--Jun 30, 26-20.30K--
IMC-Chicago, LLC--Jun 30, 26-66.88K--
HARBOR INVESTMENT ADVISORY, LLC--Jun 30, 26-1.98K--
US BANCORP \DE\--Jun 30, 26-385--
Resolute Wealth Strategies, LLC--Jun 30, 26-13.58K--
Allie Family Office LLC--Jun 30, 26-18.05K--
North Ground Capital--Jun 30, 26-27.04K--
RIVERNORTH CAPITAL MANAGEMENT, LLC--Jun 30, 26-244.29K--
Sunbelt Securities, Inc.65.44KMar 31, 26+8.84K0.03%
Capstone Wealth Management Group LLC42.05KMar 31, 26-1.10K0.02%
Jaffetilchin Investment Partners, LLC35.04KMar 31, 26+21.45K0.02%
CWM, LLC14.61KMar 31, 26+4.05K0.01%
Capital Planning Advisors, LLC9.59KMar 31, 26-810.00%
Anfield Capital Management, LLC7.91KMar 31, 26--0.00%
AREX Capital Management, LP7.00KMar 31, 26+7.00K0.00%
FRG Family Wealth Advisors LLC--Mar 31, 26-8.24K--
CCLA Investment Management1.29MDec 31, 25-973.68K0.55%
TWO SIGMA ADVISERS, LP101.29KDec 31, 25-48.50K0.04%
COMERICA BANK27.49KDec 31, 25+4.84K0.01%
CIBC Private Wealth Group, LLC20.65KDec 31, 25+1.33K0.01%
ORG Partners LLC1.20KDec 31, 25-15.15K0.00%
New Millennium Group LLC1Dec 31, 25--0.00%
Cubist Systematic Strategies, LLC141.69KSep 30, 25+41.58K0.06%
Sonora Investment Management Group, LLC63.29KSep 30, 25+3.17K0.03%
WOLVERINE TRADING, LLC52.24KSep 30, 25+52.24K0.02%
FULLCIRCLE WEALTH LLC32.40KSep 30, 25-5.82K0.01%
Ascent Capital Management, LLC24.29KSep 30, 25+5610.01%
AXA Investment Managers S.A.18.28KSep 30, 25+18.28K0.01%
GRIES FINANCIAL LLC18.23KSep 30, 25--0.01%
Point72 (DIFC) Ltd1.13KSep 30, 25-1.94K0.00%
Point72 Europe (London) LLP559Sep 30, 25+5590.00%
CROWLEY WEALTH MANAGEMENT, INC.21Sep 30, 25--0.00%
Guerra Advisors Inc1Sep 30, 25+10.00%
Lowe Wealth Advisors, LLC--Sep 30, 25-72--
Northeast Financial Consultants Inc3.36MJun 30, 25+216.84K1.44%
AVANTAX ADVISORY SERVICES, INC.18.25KJun 30, 25-4.10K0.01%
Nebula Research & Development LLC14.80KJun 30, 25+14.80K0.01%
First Horizon Advisors, Inc.2.19KJun 30, 25+1.67K0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP500Jun 30, 25+5000.00%
Atria Wealth Solutions, Inc.--Jun 30, 25-79.71K--
BluePointe Capital Management, LLC102.68KMar 31, 25+28.98K0.04%
Sheaff Brock Investment Advisors, LLC9.15KMar 31, 25--0.00%
Sandy Spring Bank3.30KMar 31, 25--0.00%
Transform Wealth, LLC--Mar 31, 25-6.54K--
Bison Wealth, LLC95.99KDec 31, 24-4.75K0.04%
HTLF Bank89.03KDec 31, 24-2.08K0.04%
Maiden Cove Capital, LLC8.78KDec 31, 24+2100.00%
Wellington Wealth Strategies, LLC.--Dec 31, 24-15.50K--
RAYMOND JAMES & ASSOCIATES469.41KSep 30, 24+10.20K0.20%
Raymond James Financial Services Advisors, Inc.138.99KSep 30, 24+21.12K0.06%
Carmichael Hill & Associates, Inc.600Sep 30, 24+3000.00%
BlackRock Inc.603.43KJun 30, 24+11.86K0.26%
MCKINLEY CAPITAL MANAGEMENT LLC348.31KJun 30, 24+2.66K0.15%
KARPAS STRATEGIES, LLC99.71KJun 30, 24+2.27K0.04%
Cetera Advisors LLC68.92KMar 31, 24+61.07K0.03%
Cetera Advisor Networks LLC42.28KMar 31, 24+42.28K0.02%
Cipher Capital LP8.66KMar 31, 24+8.66K0.00%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC7.42KMar 31, 24+7.42K0.00%
Highlander Capital Management, LLC2.33KMar 31, 24-7500.00%
Retirement Group, LLC200Mar 31, 24--0.00%
PUTNAM INVESTMENTS LLC207.68KDec 31, 23+41.46K0.09%
DFPG INVESTMENTS, LLC71.13KDec 31, 23+2.01K0.03%
Simplicity Solutions, LLC22.82KDec 31, 23+22.82K0.01%
PATHSTONE FAMILY OFFICE, LLC201.48KSep 30, 23+2720.09%
DUBUQUE BANK & TRUST CO101.93KSep 30, 23-3.90K0.04%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.54.85KSep 30, 23+37.15K0.02%
Icon Wealth Partners, LLC44.12KSep 30, 23+3700.02%
MADISON WEALTH MANAGEMENT32.23KSep 30, 23-600.01%
Claybrook Capital, LLC10.40KSep 30, 23--0.00%
GOODWIN DANIEL L8.45KSep 30, 23+5000.00%
Sutton Wealth Advisors Inc.2.00KSep 30, 23-8410.00%
BDO Wealth Advisors, LLC133.88KJun 30, 23-4860.06%
Brainard Capital Management LLC200.92KMar 31, 23+2630.09%
Kula Investments, LLC32.38KMar 31, 23+32.38K0.01%
Ascendant Capital Management, LLC9.00KMar 31, 23+9.00K0.00%
CFO4Life, L.P.113.14KDec 31, 22+113.14K0.05%
TRUSTCORE FINANCIAL SERVICES, LLC1.00KDec 31, 22--0.00%
Surevest, LLC136.40KSep 30, 22+75.14K0.06%
REGENTATLANTIC CAPITAL LLC11.72KSep 30, 22+11.72K0.01%
Round Table Services, LLC10.03KSep 30, 22+10.03K0.00%
American Portfolios Advisors2.98KSep 30, 22+1.49K0.00%
Farmer Steven Patrick124.95KJun 30, 22+124.95K0.05%

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