CHT(CHT)
CHT
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 2.77M | Mar 31, 26 | +36.82K | 0.36% |
| BlackRock, Inc. | 2.76M | Mar 31, 26 | -297.29K | 0.36% |
| MORGAN STANLEY | 1.49M | Mar 31, 26 | +131.17K | 0.19% |
| Connor, Clark & Lunn Investment Management Ltd. | 1.12M | Mar 31, 26 | +69.65K | 0.14% |
| ACADIAN ASSET MANAGEMENT LLC | 642.62K | Mar 31, 26 | +319.21K | 0.08% |
| NORTHERN TRUST CORP | 581.20K | Mar 31, 26 | -53.60K | 0.07% |
| DIMENSIONAL FUND ADVISORS LP | 548.08K | Mar 31, 26 | +31.28K | 0.07% |
| AMERICAN CENTURY COMPANIES INC | 524.67K | Mar 31, 26 | +96.22K | 0.07% |
| TD ASSET MANAGEMENT INC | 520.88K | Mar 31, 26 | -- | 0.07% |
| Invesco Ltd. | 506.68K | Mar 31, 26 | +491.28K | 0.07% |
| Creative Planning | 430.02K | Mar 31, 26 | +77.22K | 0.06% |
| GOLDMAN SACHS GROUP INC | 421.46K | Mar 31, 26 | +53.16K | 0.05% |
| Qube Research & Technologies Ltd | 316.17K | Mar 31, 26 | +182.20K | 0.04% |
| Quantinno Capital Management LP | 297.21K | Mar 31, 26 | +86.79K | 0.04% |
| BANK OF AMERICA CORP /DE/ | 294.86K | Mar 31, 26 | -89.38K | 0.04% |
| RHUMBLINE ADVISERS | 211.26K | Mar 31, 26 | -1.23K | 0.03% |
| MARSHALL WACE, LLP | 205.48K | Mar 31, 26 | +131.71K | 0.03% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 195.00K | Mar 31, 26 | +50.00K | 0.03% |
| Robeco Institutional Asset Management B.V. | 164.04K | Mar 31, 26 | +27.24K | 0.02% |
| B. Metzler seel. Sohn & Co. AG | 161.78K | Mar 31, 26 | +4.69K | 0.02% |
| AMERIPRISE FINANCIAL INC | 147.43K | Mar 31, 26 | -9.95K | 0.02% |
| CITADEL ADVISORS LLC | 141.34K | Mar 31, 26 | +43.33K | 0.02% |
| Vanguard Personalized Indexing Management, LLC | 131.63K | Mar 31, 26 | +6.90K | 0.02% |
| Vident Advisory, LLC | 119.19K | Mar 31, 26 | +6.52K | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 113.92K | Mar 31, 26 | +10.52K | 0.01% |
| FMR LLC | 111.63K | Mar 31, 26 | -29.94K | 0.01% |
| FIRST TRUST ADVISORS LP | 111.31K | Mar 31, 26 | +1.66K | 0.01% |
| UBS Group AG | 105.77K | Mar 31, 26 | +80.72K | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 103.30K | Mar 31, 26 | +40.57K | 0.01% |
| Ethic Inc. | 95.04K | Mar 31, 26 | +11.46K | 0.01% |
| STATE STREET CORP | 86.49K | Mar 31, 26 | +3.58K | 0.01% |
| Neuberger Berman Group LLC | 83.79K | Mar 31, 26 | +9.39K | 0.01% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 74.07K | Mar 31, 26 | +20.88K | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 71.10K | Mar 31, 26 | -62.38K | 0.01% |
| Cerity Partners LLC | 67.90K | Mar 31, 26 | +6.66K | 0.01% |
| Point72 Asset Management, L.P. | 67.58K | Mar 31, 26 | +30.05K | 0.01% |
| MILLENNIUM MANAGEMENT LLC | 64.98K | Mar 31, 26 | -44.20K | 0.01% |
| LAIRD NORTON TRUST COMPANY, LLC | 61.28K | Mar 31, 26 | +4.14K | 0.01% |
| Crossmark Global Holdings, Inc. | 61.10K | Mar 31, 26 | +3.13K | 0.01% |
| SEI INVESTMENTS CO | 57.32K | Mar 31, 26 | +13.86K | 0.01% |
| R Squared Ltd | 55.16K | Mar 31, 26 | +27.20K | 0.01% |
| IEQ CAPITAL, LLC | 55.16K | Mar 31, 26 | +6.59K | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 54.88K | Mar 31, 26 | +22.07K | 0.01% |
| Brinker Capital Investments, LLC | 51.39K | Mar 31, 26 | +1.31K | 0.01% |
| Kathmere Capital Management, LLC | 51.18K | Mar 31, 26 | +3.79K | 0.01% |
| BANK OF MONTREAL /CAN/ | 49.83K | Mar 31, 26 | +4.59K | 0.01% |
| Schonfeld Strategic Advisors LLC | 48.87K | Mar 31, 26 | +48.87K | 0.01% |
| Sequoia Financial Advisors, LLC | 47.73K | Mar 31, 26 | +12.45K | 0.01% |
| GUGGENHEIM CAPITAL LLC | 47.52K | Mar 31, 26 | +3.23K | 0.01% |
| Pathstone Holdings, LLC | 47.03K | Mar 31, 26 | +3.11K | 0.01% |
| Aquatic Capital Management LLC | 44.97K | Mar 31, 26 | +27.79K | 0.01% |
| Perpetual Ltd | 41.16K | Mar 31, 26 | +41.16K | 0.01% |
| US BANCORP \DE\ | 39.84K | Mar 31, 26 | -641 | 0.01% |
| First Affirmative Financial Network | 39.51K | Mar 31, 26 | +39.51K | 0.01% |
| Mariner, LLC | 39.18K | Mar 31, 26 | +5.79K | 0.01% |
| CI Private Wealth, LLC | 39.02K | Mar 31, 26 | +4.64K | 0.01% |
| Ballentine Partners, LLC | 38.26K | Mar 31, 26 | +6.05K | 0.00% |
| DEUTSCHE BANK AG\ | 37.54K | Mar 31, 26 | +4.52K | 0.00% |
| West Family Investments, Inc. | 35.07K | Mar 31, 26 | -6.26K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 34.90K | Mar 31, 26 | +6.11K | 0.00% |
| SIGNATUREFD, LLC | 34.73K | Mar 31, 26 | -1.67K | 0.00% |
| Savant Capital, LLC | 34.08K | Mar 31, 26 | +6.79K | 0.00% |
| Vestmark Advisory Solutions, Inc. | 31.76K | Mar 31, 26 | +31.76K | 0.00% |
| D. E. Shaw & Co., Inc. | 28.64K | Mar 31, 26 | +23.54K | 0.00% |
| Parallel Advisors, LLC | 28.24K | Mar 31, 26 | +4.58K | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 26.47K | Mar 31, 26 | +26.47K | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 25.59K | Mar 31, 26 | -732 | 0.00% |
| Skopos Labs, Inc. | 22.68K | Mar 31, 26 | +15.32K | 0.00% |
| Ascent Group, LLC | 21.93K | Mar 31, 26 | +1.66K | 0.00% |
| SG Americas Securities, LLC | 21.26K | Mar 31, 26 | +18.15K | 0.00% |
| CITIGROUP INC | 19.01K | Mar 31, 26 | +3.81K | 0.00% |
| Summit Global Investments | 18.35K | Mar 31, 26 | +5.35K | 0.00% |
| WINTON GROUP Ltd | 18.21K | Mar 31, 26 | +18.21K | 0.00% |
| Ronald Blue Trust, Inc. | 17.80K | Mar 31, 26 | -358 | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 17.67K | Mar 31, 26 | +17.67K | 0.00% |
| AUGUSTINE ASSET MANAGEMENT INC | 17.66K | Mar 31, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 17.63K | Mar 31, 26 | -7.46K | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 17.40K | Mar 31, 26 | +17.40K | 0.00% |
| PDS Planning, Inc | 16.23K | Mar 31, 26 | +1.19K | 0.00% |
| Lester Murray Antman dba SimplyRich | 14.88K | Mar 31, 26 | -- | 0.00% |
| Advisors Asset Management, Inc. | 14.38K | Mar 31, 26 | +1.08K | 0.00% |
| Rockefeller Capital Management L.P. | 14.36K | Mar 31, 26 | +14.11K | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13.86K | Mar 31, 26 | +424 | 0.00% |
| DGS Capital Management, LLC | 13.40K | Mar 31, 26 | +2.51K | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 12.53K | Mar 31, 26 | +8.58K | 0.00% |
| Frank, Rimerman Advisors LLC | 12.26K | Mar 31, 26 | +12.26K | 0.00% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 12.23K | Mar 31, 26 | -- | 0.00% |
| AXQ CAPITAL, LP | 12.14K | Mar 31, 26 | +12.14K | 0.00% |
| NATIXIS ADVISORS, L.P. | 11.82K | Mar 31, 26 | -17.55K | 0.00% |
| BESSEMER GROUP INC | 11.80K | Mar 31, 26 | +333 | 0.00% |
| Caprock Group, LLC | 11.71K | Mar 31, 26 | +3.62K | 0.00% |
| Gallacher Capital Management LLC | 11.69K | Mar 31, 26 | +2.54K | 0.00% |
| Generali Investments CEE, investicni spolecnost, a.s. | 11.43K | Mar 31, 26 | -- | 0.00% |
| Engineers Gate Manager LP | 11.42K | Mar 31, 26 | +2.79K | 0.00% |
| EverSource Wealth Advisors, LLC | 11.36K | Mar 31, 26 | +3.25K | 0.00% |
| Atomi Financial Group, Inc. | 10.99K | Mar 31, 26 | +642 | 0.00% |
| Prospera Financial Services Inc | 10.89K | Mar 31, 26 | +10.89K | 0.00% |
| Cordatus Wealth Management LLC | 10.89K | Mar 31, 26 | +10.89K | 0.00% |
| Venturi Wealth Management, LLC | 10.60K | Mar 31, 26 | +2.03K | 0.00% |
| BSW Wealth Partners | 10.56K | Mar 31, 26 | +5.42K | 0.00% |
| DELTEC ASSET MANAGEMENT LLC | 10.40K | Mar 31, 26 | -- | 0.00% |
| Aaron Wealth Advisors LLC | 10.28K | Mar 31, 26 | +10.28K | 0.00% |
| Bridgewater Advisors Inc. | 10.08K | Mar 31, 26 | +416 | 0.00% |
| Foster Group, Inc. | 9.82K | Mar 31, 26 | -216 | 0.00% |
| HighTower Advisors, LLC | 9.68K | Mar 31, 26 | +3.89K | 0.00% |
| SYON CAPITAL LLC | 9.67K | Mar 31, 26 | -3.12K | 0.00% |
| VANGUARD FIDUCIARY TRUST CO | 9.42K | Mar 31, 26 | +9.42K | 0.00% |
| Texas Yale Capital Corp. | 9.00K | Mar 31, 26 | -- | 0.00% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 8.86K | Mar 31, 26 | +1.92K | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 8.82K | Mar 31, 26 | +479 | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8.74K | Mar 31, 26 | +605 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 8.49K | Mar 31, 26 | +5.78K | 0.00% |
| DRIVE WEALTH MANAGEMENT, LLC | 8.40K | Mar 31, 26 | +933 | 0.00% |
| PROFUND ADVISORS LLC | 8.07K | Mar 31, 26 | -933 | 0.00% |
| GAMMA Investing LLC | 7.86K | Mar 31, 26 | -536 | 0.00% |
| Crestwood Advisors Group LLC | 7.80K | Mar 31, 26 | +2.31K | 0.00% |
| V-Square Quantitative Management LLC | 7.74K | Mar 31, 26 | +3.67K | 0.00% |
| Vanguard Global Advisers, LLC | 7.54K | Mar 31, 26 | +7.54K | 0.00% |
| D'Orazio & Associates, Inc. | 7.38K | Mar 31, 26 | +694 | 0.00% |
| XPONANCE, INC. | 7.35K | Mar 31, 26 | +2.02K | 0.00% |
| MML INVESTORS SERVICES, LLC | 7.20K | Mar 31, 26 | -8.08K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 7.04K | Mar 31, 26 | -844 | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 6.77K | Mar 31, 26 | +1.67K | 0.00% |
| Resources Investment Advisors, LLC. | 6.58K | Mar 31, 26 | -302 | 0.00% |
| CBOE Vest Financial, LLC | 6.50K | Mar 31, 26 | +1.07K | 0.00% |
| Toroso Investments, LLC | 6.37K | Mar 31, 26 | +1.53K | 0.00% |
| Greenspring Advisors, LLC | 6.36K | Mar 31, 26 | +6.36K | 0.00% |
| Buckingham Strategic Partners | 6.29K | Mar 31, 26 | +6.29K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 5.87K | Mar 31, 26 | +4.45K | 0.00% |
| HB Wealth Management, LLC | 5.80K | Mar 31, 26 | +78 | 0.00% |
| Vise Technologies, Inc. | 5.80K | Mar 31, 26 | -- | 0.00% |
| Campbell & CO Investment Adviser LLC | 5.76K | Mar 31, 26 | -20.18K | 0.00% |
| Keel Point, LLC | 5.41K | Mar 31, 26 | +5.41K | 0.00% |
| Fulcrum Equity Management | 5.37K | Mar 31, 26 | -- | 0.00% |
| Aprio Wealth Management, LLC | 5.35K | Mar 31, 26 | +5.35K | 0.00% |
| Modern Wealth Management, LLC | 5.26K | Mar 31, 26 | -19 | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5.23K | Mar 31, 26 | +5.23K | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.22K | Mar 31, 26 | -1.05K | 0.00% |
| May Hill Capital, LLC | 5.20K | Mar 31, 26 | -1.20K | 0.00% |
| GLENMEDE TRUST CO NA | 5.17K | Mar 31, 26 | +5.17K | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 5.15K | Mar 31, 26 | +5.15K | 0.00% |
| Merit Financial Group, LLC | 5.13K | Mar 31, 26 | +5.13K | 0.00% |
| Sivia Capital Partners, LLC | 5.10K | Mar 31, 26 | -2.14K | 0.00% |
| CAPITAL PERFORMANCE ADVISORS LLP | 5.05K | Mar 31, 26 | -525 | 0.00% |
| Colony Group, LLC | 4.85K | Mar 31, 26 | +4.85K | 0.00% |
| Lido Advisors, LLC | 4.77K | Mar 31, 26 | -2.80K | 0.00% |
| CogentBlue Wealth Advisors, LLC | 4.75K | Mar 31, 26 | +4.75K | 0.00% |
| CWM, LLC | 4.50K | Mar 31, 26 | +577 | 0.00% |
| Farther Finance Advisors, LLC | 4.26K | Mar 31, 26 | +37 | 0.00% |
| Smartleaf Asset Management LLC | 3.95K | Mar 31, 26 | -332 | 0.00% |
| Allworth Financial LP | 3.91K | Mar 31, 26 | +1.24K | 0.00% |
| Larson Financial Group LLC | 2.40K | Mar 31, 26 | +857 | 0.00% |
| WELLS FARGO & COMPANY/MN | 2.14K | Mar 31, 26 | -226 | 0.00% |
| Inspire Investing, LLC | 2.00K | Mar 31, 26 | +203 | 0.00% |
| ROYAL BANK OF CANADA | 1.67K | Mar 31, 26 | +172 | 0.00% |
| SRS Capital Advisors, Inc. | 1.61K | Mar 31, 26 | -3.64K | 0.00% |
| Westside Investment Management, Inc. | 1.49K | Mar 31, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1.43K | Mar 31, 26 | +148 | 0.00% |
| Bell Investment Advisors, Inc | 1.30K | Mar 31, 26 | +159 | 0.00% |
| Legal & General Group Plc | 1.24K | Mar 31, 26 | -- | 0.00% |
| BARCLAYS PLC | 1.16K | Mar 31, 26 | -12.88K | 0.00% |
| JPMORGAN CHASE & CO | 930 | Mar 31, 26 | +201 | 0.00% |
| Advisory Services Network, LLC | 850 | Mar 31, 26 | +850 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 669 | Mar 31, 26 | +301 | 0.00% |
| MAI Capital Management | 486 | Mar 31, 26 | +393 | 0.00% |
| Physician Wealth Advisors, Inc. | 483 | Mar 31, 26 | -50 | 0.00% |
| SBI Securities Co., Ltd. | 475 | Mar 31, 26 | +1 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 399 | Mar 31, 26 | +305 | 0.00% |
| Rosenberg Matthew Hamilton | 397 | Mar 31, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 354 | Mar 31, 26 | +321 | 0.00% |
| ASSETMARK, INC | 354 | Mar 31, 26 | +25 | 0.00% |
| Parkside Financial Bank & Trust | 296 | Mar 31, 26 | -- | 0.00% |
| True Wealth Design, LLC | 293 | Mar 31, 26 | -28 | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 285 | Mar 31, 26 | +285 | 0.00% |
| Bare Financial Services, Inc | 284 | Mar 31, 26 | +69 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 280 | Mar 31, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 280 | Mar 31, 26 | -- | 0.00% |
| WealthCollab, LLC | 257 | Mar 31, 26 | -34 | 0.00% |
| LRI Investments, LLC | 256 | Mar 31, 26 | +256 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 250 | Mar 31, 26 | -- | 0.00% |
| Key FInancial Inc | 227 | Mar 31, 26 | -- | 0.00% |
| Crewe Advisors LLC | 194 | Mar 31, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 167 | Mar 31, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 166 | Mar 31, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 162 | Mar 31, 26 | +162 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 145 | Mar 31, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 131 | Mar 31, 26 | -27 | 0.00% |
| North Star Investment Management Corp. | 112 | Mar 31, 26 | +112 | 0.00% |
| JPL Wealth Management, LLC | 104 | Mar 31, 26 | +104 | 0.00% |
| IFP Advisors, Inc | 103 | Mar 31, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 103 | Mar 31, 26 | +47 | 0.00% |
| TSFG, LLC | 98 | Mar 31, 26 | -- | 0.00% |
| Rossby Financial, LCC | 86 | Mar 31, 26 | +61 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 84 | Mar 31, 26 | -32 | 0.00% |
| Elequin Securities, LLC | 61 | Mar 31, 26 | +61 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 51 | Mar 31, 26 | +51 | 0.00% |
| Navigoe, LLC | 39 | Mar 31, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 34 | Mar 31, 26 | +34 | 0.00% |
| Tower Research Capital LLC (TRC) | 34 | Mar 31, 26 | +34 | 0.00% |
| Trust Co | 26 | Mar 31, 26 | -- | 0.00% |
| Abound Wealth Management | 15 | Mar 31, 26 | -23 | 0.00% |
| GoalVest Advisory LLC | 4 | Mar 31, 26 | -- | 0.00% |
| Verition Fund Management LLC | -- | Mar 31, 26 | -11.01K | -- |
| COLDSTREAM CAPITAL MANAGEMENT INC | -- | Mar 31, 26 | -5.10K | -- |
| HSBC HOLDINGS PLC | -- | Mar 31, 26 | -18.48K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Mar 31, 26 | -12.69K | -- |
| Mondrian Investment Partners LTD | -- | Mar 31, 26 | -226.15K | -- |
| Ancora Advisors, LLC | -- | Mar 31, 26 | -16 | -- |
| Steward Partners Investment Advisory, LLC | -- | Mar 31, 26 | -144 | -- |
| AdvisorNet Financial, Inc | -- | Mar 31, 26 | -142 | -- |
| EntryPoint Capital, LLC | -- | Mar 31, 26 | -7.88K | -- |
| Mirae Asset Global Investments Co., Ltd. | -- | Mar 31, 26 | -6.28K | -- |
| Trexquant Investment LP | -- | Mar 31, 26 | -8.15K | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -49.15K | -- |
| ATLAS CAPITAL ADVISORS LLC | -- | Mar 31, 26 | -199 | -- |
| Tuttle Capital Management, LLC | -- | Mar 31, 26 | -12.18K | -- |
| VANGUARD GROUP INC | 1.97M | Dec 31, 25 | -50.73K | 0.25% |
| TWO SIGMA ADVISERS, LP | 5.20K | Dec 31, 25 | +5.20K | 0.00% |
| Global Retirement Partners, LLC | 5.02K | Dec 31, 25 | +5.02K | 0.00% |
| CIBC Private Wealth Group, LLC | 584 | Dec 31, 25 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 53 | Dec 31, 25 | +53 | 0.00% |
| SageView Advisory Group, LLC | 15 | Dec 31, 25 | +15 | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 32.08K | Sep 30, 25 | +425 | 0.00% |
| AXA Investment Managers S.A. | 14.85K | Sep 30, 25 | +14.85K | 0.00% |
| Wealthstream Advisors, Inc. | 5.84K | Sep 30, 25 | +771 | 0.00% |
| Binnacle Investments Inc | 302 | Sep 30, 25 | -- | 0.00% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -4.52K | -- |
| Orion Portfolio Solutions, LLC | 46.09K | Mar 31, 25 | -5.88K | 0.01% |
| Schechter Investment Advisors, LLC | 9.08K | Mar 31, 25 | -4.15K | 0.00% |
| Lindbrook Capital, LLC | 5.58K | Mar 31, 25 | +328 | 0.00% |
| First Trust Direct Indexing L.P. | 25.25K | Sep 30, 24 | -6.81K | 0.00% |
| Alera Investment Advisors, LLC | 8.43K | Sep 30, 24 | +1.02K | 0.00% |
| BlackRock Inc. | 2.54M | Jun 30, 24 | -73.82K | 0.33% |
| JANICZEK WEALTH MANAGEMENT, LLC | 22.07K | Jun 30, 24 | +2.27K | 0.00% |
| Simplicity Solutions, LLC | 5.45K | Dec 31, 23 | +5.45K | 0.00% |
| Baystate Wealth Management LLC | 62 | Dec 31, 23 | +62 | 0.00% |
| ADVISOR PARTNERS II, LLC | 49.88K | Sep 30, 23 | +15.57K | 0.01% |
| Vident Investment Advisory, LLC | 58.42K | Jun 30, 23 | +21.98K | 0.01% |
| Corient Capital Partners, LLC | 6.75K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 4.20K | Sep 30, 22 | +4.20K | 0.00% |
| American Portfolios Advisors | 180 | Sep 30, 22 | -- | 0.00% |
| ADVISOR PARTNERS LLC | 28.68K | Jun 30, 22 | +2.43K | 0.00% |
| Private Capital Group, LLC | 79 | Jun 30, 22 | -- | 0.00% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | -- | Jun 30, 22 | -204 | -- |
| Fieldpoint Private Securities, LLC | -- | Jun 30, 22 | -213 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 944.22K | Mar 31, 22 | +84.89K | 0.12% |
| Dixon Hughes Goodman Wealth Advisors LLC | 29 | Mar 31, 22 | +29 | 0.00% |
| Marshall Wace North America L.P. | 112.45K | Sep 30, 21 | +50.85K | 0.01% |
| SECURITY NATIONAL TRUST CO | 3.40K | Sep 30, 21 | -- | 0.00% |
| Berman Capital Advisors, LLC | 283 | Sep 30, 21 | +53 | 0.00% |
| WealthStone, Inc. | 5.69K | Mar 31, 21 | -132 | 0.00% |
| Aperio Group, LLC | 2.07M | Dec 31, 20 | -23.53K | 0.27% |
| BRINKER CAPITAL INC | 18.91K | Jun 30, 20 | +7.35K | 0.00% |
| Lenox Wealth Management, Inc. | 47 | Jun 30, 20 | +3 | 0.00% |
| Advisor Group, Inc. | 317 | Dec 31, 19 | +97 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 131 | Dec 31, 19 | -17 | 0.00% |
| Crow Point Partners, LLC | -- | Dec 31, 19 | -50.00K | -- |
| PEAK6 Group LLC | 3.64K | Jun 30, 18 | +149 | 0.00% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -41 | -- |
| CAPSTONE ASSET MANAGEMENT CO | 83.92K | Jun 30, 17 | -3.55K | 0.01% |
| Geneva Advisors, LLC | -- | Jun 30, 17 | -8.04K | -- |
| BlackRock Fund Advisors | 93.21K | Dec 31, 16 | -18.58K | 0.01% |
| BlackRock Group LTD | 80.19K | Dec 31, 16 | +430 | 0.01% |
| BlackRock Institutional Trust Company, N.A. | 20.77K | Dec 31, 16 | -610.57K | 0.00% |
| MSI Financial Services Inc | -- | Dec 31, 16 | -11 | -- |
| BlackRock Investment Management, LLC | -- | Dec 31, 16 | -4.19K | -- |
| ANALYTIC INVESTORS, LLC | 46.50K | Sep 30, 16 | +400 | 0.01% |
| PEAR TREE ADVISORS INC | 4.62K | Jun 30, 16 | +1.26K | 0.00% |
| Gupta Wealth Management LLC | 143 | Mar 31, 16 | -- | 0.00% |
| OFI Advisors LLC | 1.06K | Sep 30, 15 | -19 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 47.84K | Jun 30, 15 | +6.49K | 0.01% |
| UBS AG | 1.32K | Sep 30, 14 | -7.03K | 0.00% |
| QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1.11K | Sep 30, 14 | -- | 0.00% |
| Jane Street Holding, LLC | 82.88K | Dec 31, 13 | +14.27K | 0.01% |
| Daiwa Capital Markets America Inc. | 1.40K | Dec 31, 13 | +1.40K | 0.00% |
| NORTHERN TRUST CO OF CONNECTICUT | -- | Dec 31, 13 | -1.79K | -- |