ClearPoint Neuro, Inc.(CLPT)

$15.18—

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ClearPoint Neuro, Inc.(CLPT)

NASDAQ

$15.18—

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CLPT(CLPT)

CLPT

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Institutional Ownership

Top 153 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	2.38M	Jun 30, 26	+297.05K	7.94%
MAK CAPITAL ONE LLC	2.38M	Jun 30, 26	+474.37K	7.92%
VANGUARD CAPITAL MANAGEMENT LLC	1.23M	Jun 30, 26	-10.81K	4.11%
STATE STREET CORP	816.55K	Jun 30, 26	+136.73K	2.72%
GEODE CAPITAL MANAGEMENT, LLC	749.93K	Jun 30, 26	+44.21K	2.50%
Lane Generational LLC	444.83K	Jun 30, 26	-42.02K	1.48%
UBS Group AG	428.63K	Jun 30, 26	-3.73K	1.43%
MILLENNIUM MANAGEMENT LLC	357.68K	Jun 30, 26	+125.70K	1.19%
BROWN ADVISORY INC	325.91K	Jun 30, 26	--	1.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	240.28K	Jun 30, 26	+104.00K	0.80%
NORTHERN TRUST CORP	230.99K	Jun 30, 26	+21.56K	0.77%
Pier Capital, LLC	222.76K	Jun 30, 26	+222.76K	0.74%
VANGUARD FIDUCIARY TRUST CO	213.25K	Jun 30, 26	+7.49K	0.71%
TUDOR INVESTMENT CORP ET AL	173.76K	Jun 30, 26	+16.79K	0.58%
MORGAN STANLEY	165.79K	Jun 30, 26	+35.91K	0.55%
TWO SIGMA INVESTMENTS, LP	154.85K	Jun 30, 26	-55.93K	0.52%
Bank of New York Mellon Corp	151.77K	Jun 30, 26	+8.02K	0.51%
PARSONS CAPITAL MANAGEMENT INC/RI	148.98K	Jun 30, 26	-194	0.50%
Pekin Hardy Strauss, Inc.	143.38K	Jun 30, 26	+3.00K	0.48%
GOLDMAN SACHS GROUP INC	138.91K	Jun 30, 26	-324.71K	0.46%
Taylor Frigon Capital Management LLC	132.01K	Jun 30, 26	+108	0.44%
CM Management, LLC	125.00K	Jun 30, 26	-25.00K	0.42%
Diametric Capital, LP	123.29K	Jun 30, 26	+123.29K	0.41%
DEUTSCHE BANK AG\	114.80K	Jun 30, 26	-116.15K	0.38%
Financial Engines Advisors L.L.C.	105.03K	Jun 30, 26	--	0.35%
Longaeva Partners L.P.	94.91K	Jun 30, 26	+94.91K	0.32%
CONWAY CAPITAL MANAGEMENT, INC.	92.97K	Jun 30, 26	-13.00K	0.31%
Sixth Street Partners Management Company, L.P.	89.98K	Jun 30, 26	+89.98K	0.30%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	89.98K	Jun 30, 26	+6.81K	0.30%
Exome Asset Management LLC	83.64K	Jun 30, 26	+83.64K	0.28%
Quantinno Capital Management LP	80.76K	Jun 30, 26	+28.81K	0.27%
BANK OF AMERICA CORP /DE/	78.35K	Jun 30, 26	+12.28K	0.26%
Nuveen, LLC	72.99K	Jun 30, 26	+10.49K	0.24%
LPL Financial LLC	68.39K	Jun 30, 26	+4.20K	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	68.05K	Jun 30, 26	-3.40K	0.23%
Massar Capital Management, LP	50.28K	Jun 30, 26	-156.69K	0.17%
NAVELLIER & ASSOCIATES INC	50.00K	Jun 30, 26	--	0.17%
CITADEL ADVISORS LLC	48.69K	Jun 30, 26	+48.69K	0.16%
SILVERCREST ASSET MANAGEMENT GROUP LLC	35.70K	Jun 30, 26	--	0.12%
PRICE T ROWE ASSOCIATES INC /MD/	34.86K	Jun 30, 26	+5.24K	0.12%
RHUMBLINE ADVISERS	33.86K	Jun 30, 26	+2.35K	0.11%
Numerai GP LLC	31.77K	Jun 30, 26	-9.92K	0.11%
BRADLEY FOSTER & SARGENT INC/CT	28.67K	Jun 30, 26	--	0.10%
IMC-Chicago, LLC	26.49K	Jun 30, 26	-21.05K	0.09%
ALLIANCEBERNSTEIN L.P.	26.30K	Jun 30, 26	+10.50K	0.09%
CI Private Wealth, LLC	25.82K	Jun 30, 26	-29.55K	0.09%
WELLS FARGO & COMPANY/MN	25.79K	Jun 30, 26	+15.66K	0.09%
Creative Planning	23.58K	Jun 30, 26	+23.58K	0.08%
Invesco Ltd.	23.55K	Jun 30, 26	+2.40K	0.08%
RAYMOND JAMES FINANCIAL INC	22.36K	Jun 30, 26	+3.27K	0.07%
MGO ONE SEVEN LLC	22.03K	Jun 30, 26	+1.51K	0.07%
SIMPLEX TRADING, LLC	19.91K	Jun 30, 26	+11.53K	0.07%
Valmark Advisers, Inc.	18.35K	Jun 30, 26	+18.35K	0.06%
Advisory Services Network, LLC	17.84K	Jun 30, 26	+1.46K	0.06%
MetLife Investment Management, LLC	16.56K	Jun 30, 26	+1.30K	0.06%
Quantbot Technologies LP	16.18K	Jun 30, 26	+8.79K	0.05%
JPMORGAN CHASE & CO	15.99K	Jun 30, 26	-71	0.05%
Gordian Capital Singapore Pte Ltd	15.50K	Jun 30, 26	+15.50K	0.05%
OPPENHEIMER & CO INC	15.25K	Jun 30, 26	+4.65K	0.05%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	14.65K	Jun 30, 26	+14.65K	0.05%
CITIGROUP INC	13.21K	Jun 30, 26	-7.41K	0.04%
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	13.00K	Jun 30, 26	+13.00K	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	12.98K	Jun 30, 26	+469	0.04%
Man Group plc	11.95K	Jun 30, 26	+11.95K	0.04%
Inscription Capital, LLC	11.31K	Jun 30, 26	+11.31K	0.04%
Lodestone Wealth Management LLC	11.10K	Jun 30, 26	+5.78K	0.04%
Jump Financial, LLC	10.99K	Jun 30, 26	-407	0.04%
Vanguard Global Advisers, LLC	10.14K	Jun 30, 26	--	0.03%
Curated Wealth Partners LLC	10.00K	Jun 30, 26	+10.00K	0.03%
FMR LLC	9.50K	Jun 30, 26	+1.33K	0.03%
BNP PARIBAS ARBITRAGE, SNC	8.93K	Jun 30, 26	+2.93K	0.03%
Police & Firemen's Retirement System of New Jersey	8.68K	Jun 30, 26	+2.49K	0.03%
NEW YORK STATE COMMON RETIREMENT FUND	8.30K	Jun 30, 26	--	0.03%
CoreCap Advisors, LLC	8.05K	Jun 30, 26	--	0.03%
Russell Investments Group, Ltd.	7.70K	Jun 30, 26	+5.32K	0.03%
BARCLAYS PLC	7.36K	Jun 30, 26	-6.87K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	6.05K	Jun 30, 26	+6.05K	0.02%
ADVISOR GROUP HOLDINGS, INC.	6.04K	Jun 30, 26	-1.36K	0.02%
ROYAL BANK OF CANADA	5.88K	Jun 30, 26	+5.38K	0.02%
Persistent Asset Partners Ltd	4.20K	Jun 30, 26	+4.20K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	4.00K	Jun 30, 26	-5	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	3.67K	Jun 30, 26	--	0.01%
Versant Capital Management, Inc	3.46K	Jun 30, 26	+3.40K	0.01%
SRS Capital Advisors, Inc.	3.45K	Jun 30, 26	+3.45K	0.01%
Legal & General Group Plc	2.74K	Jun 30, 26	+365	0.01%
Ameritas Investment Partners, Inc.	2.23K	Jun 30, 26	--	0.01%
Tower Research Capital LLC (TRC)	2.08K	Jun 30, 26	-889	0.01%
Caitong International Asset Management Co., Ltd	2.04K	Jun 30, 26	+2.04K	0.01%
HUNTINGTON NATIONAL BANK	2.00K	Jun 30, 26	--	0.01%
Aquatic Capital Management LLC	1.87K	Jun 30, 26	-87.81K	0.01%
Rockefeller Capital Management L.P.	1.80K	Jun 30, 26	--	0.01%
NewEdge Advisors, LLC	1.65K	Jun 30, 26	--	0.01%
HANTZ FINANCIAL SERVICES, INC.	1.35K	Jun 30, 26	-360	0.00%
Federation des caisses Desjardins du Quebec	950	Jun 30, 26	--	0.00%
City State Bank	850	Jun 30, 26	--	0.00%
Tidemark, LLC	832	Jun 30, 26	--	0.00%
Financial Management Professionals, Inc.	768	Jun 30, 26	--	0.00%
GROUP ONE TRADING, L.P.	531	Jun 30, 26	-6.84K	0.00%
GAMMA Investing LLC	432	Jun 30, 26	+161	0.00%
Osbon Capital Management LLC	402	Jun 30, 26	--	0.00%
Hurley Capital, LLC	330	Jun 30, 26	--	0.00%
FEDERATED HERMES, INC.	307	Jun 30, 26	-63	0.00%
JONES FINANCIAL COMPANIES LLLP	300	Jun 30, 26	+200	0.00%
SBI Securities Co., Ltd.	238	Jun 30, 26	-47	0.00%
Atlantic Union Bankshares Corp	200	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	117	Jun 30, 26	+21	0.00%
Bell Investment Advisors, Inc	104	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	99	Jun 30, 26	-78	0.00%
Avion Wealth	92	Jun 30, 26	+92	0.00%
Quarry LP	74	Jun 30, 26	+74	0.00%
Allworth Financial LP	74	Jun 30, 26	+5	0.00%
Glen Eagle Advisors, LLC	50	Jun 30, 26	--	0.00%
BALYASNY ASSET MANAGEMENT L.P.	50	Jun 30, 26	+50	0.00%
Smartleaf Asset Management LLC	48	Jun 30, 26	--	0.00%
Fortitude Family Office, LLC	46	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	25	Jun 30, 26	--	0.00%
Key FInancial Inc	25	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	20	Jun 30, 26	+20	0.00%
Farther Finance Advisors, LLC	17	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	17	Jun 30, 26	+17	0.00%
ROTHSCHILD INVESTMENT LLC	15	Jun 30, 26	+15	0.00%
Transamerica Financial Advisors, Inc.	12	Jun 30, 26	+5	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10	Jun 30, 26	+10	0.00%
NATIONAL BANK OF CANADA /FI/	2	Jun 30, 26	-70	0.00%
Hughes Financial Services, LLC	2	Jun 30, 26	+1	0.00%
Newbridge Financial Services Group, Inc.	1	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	1	Jun 30, 26	+1	0.00%
nVerses Capital, LLC	--	Jun 30, 26	-18.67K	--
Parallel Advisors, LLC	--	Jun 30, 26	-108	--
Dunhill Financial, LLC	--	Jun 30, 26	-1.50K	--
EPACRIA CAPITAL PARTNERS, LLC	--	Jun 30, 26	-11.73K	--
MAI Capital Management	--	Jun 30, 26	-4	--
BRIDGEWAY CAPITAL MANAGEMENT, LLC	--	Jun 30, 26	-41.99K	--
SG Americas Securities, LLC	--	Jun 30, 26	-372.36K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-71	--
HSBC HOLDINGS PLC	--	Jun 30, 26	-14.14K	--
MARSHALL WACE, LLP	--	Jun 30, 26	-52.26K	--
CWM, LLC	3.08K	Mar 31, 26	+1.39K	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	1.53K	Mar 31, 26	-90	0.01%
Transamerica Financial Advisors, Inc.	7	Mar 31, 26	+7	0.00%
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-140	--
Skopos Labs, Inc.	--	Mar 31, 26	-29.29K	--
VANGUARD GROUP INC	1.77M	Dec 31, 25	+269.04K	5.89%
TWO SIGMA ADVISERS, LP	72.30K	Dec 31, 25	-60.10K	0.24%
Quest Partners LLC	6.66K	Dec 31, 25	+2.21K	0.02%
ORG Partners LLC	70	Dec 31, 25	+15	0.00%
CIBC Private Wealth Group, LLC	1	Dec 31, 25	--	0.00%
WOLVERINE TRADING, LLC	14.70K	Sep 30, 25	+14.70K	0.05%
Cahill Wealth Management, LLC	245.35K	Mar 31, 25	+925	0.82%
BlackRock Inc.	366.40K	Jun 30, 24	-1.11M	1.22%
Pinz Capital Management, LP	--	Sep 30, 22	-51.24K	--
Amalgamated Financial Corp.	3.11K	Mar 31, 22	+3.11K	0.01%
LUCAS CAPITAL MANAGEMENT	16.73K	Dec 31, 20	+16.73K	0.06%

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Holder

Date

Change

% Held

BlackRock, Inc.

2.38M

Jun 30, 26

+297.05K

7.94%

MAK CAPITAL ONE LLC

2.38M

Jun 30, 26

+474.37K

7.92%

VANGUARD CAPITAL MANAGEMENT LLC

1.23M

Jun 30, 26

-10.81K

4.11%

STATE STREET CORP

816.55K

Jun 30, 26

+136.73K

2.72%

GEODE CAPITAL MANAGEMENT, LLC

749.93K

Jun 30, 26

+44.21K

2.50%

Lane Generational LLC

444.83K

Jun 30, 26

-42.02K

1.48%

UBS Group AG

428.63K

Jun 30, 26

-3.73K

1.43%

MILLENNIUM MANAGEMENT LLC

357.68K

Jun 30, 26

+125.70K

1.19%

BROWN ADVISORY INC

325.91K

Jun 30, 26

1.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

240.28K

Jun 30, 26

+104.00K

0.80%

NORTHERN TRUST CORP

230.99K

Jun 30, 26

+21.56K

0.77%

Pier Capital, LLC

222.76K

Jun 30, 26

+222.76K

0.74%

VANGUARD FIDUCIARY TRUST CO

213.25K

Jun 30, 26

+7.49K

0.71%

TUDOR INVESTMENT CORP ET AL

173.76K

Jun 30, 26

+16.79K

0.58%

MORGAN STANLEY

165.79K

Jun 30, 26

+35.91K

0.55%

TWO SIGMA INVESTMENTS, LP

154.85K

Jun 30, 26

-55.93K

0.52%

Bank of New York Mellon Corp

151.77K

Jun 30, 26

+8.02K

0.51%

PARSONS CAPITAL MANAGEMENT INC/RI

148.98K

Jun 30, 26

-194

0.50%

Pekin Hardy Strauss, Inc.

143.38K

Jun 30, 26

+3.00K

0.48%

GOLDMAN SACHS GROUP INC

138.91K

Jun 30, 26

-324.71K

0.46%

Taylor Frigon Capital Management LLC

132.01K

Jun 30, 26

+108

0.44%

CM Management, LLC

125.00K

Jun 30, 26

-25.00K

0.42%

Diametric Capital, LP

123.29K

Jun 30, 26

+123.29K

0.41%

DEUTSCHE BANK AG\

114.80K

Jun 30, 26

-116.15K

0.38%

Financial Engines Advisors L.L.C.

105.03K

Jun 30, 26

0.35%

Longaeva Partners L.P.

94.91K

Jun 30, 26

+94.91K

0.32%

CONWAY CAPITAL MANAGEMENT, INC.

92.97K

Jun 30, 26

-13.00K

0.31%

Sixth Street Partners Management Company, L.P.

89.98K

Jun 30, 26

+89.98K

0.30%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

89.98K

Jun 30, 26

+6.81K

0.30%

Exome Asset Management LLC

83.64K

Jun 30, 26

+83.64K

0.28%

Quantinno Capital Management LP

80.76K

Jun 30, 26

+28.81K

0.27%

BANK OF AMERICA CORP /DE/

78.35K

Jun 30, 26

+12.28K

0.26%

Nuveen, LLC

72.99K

Jun 30, 26

+10.49K

0.24%

LPL Financial LLC

68.39K

Jun 30, 26

+4.20K

0.23%

COMMONWEALTH EQUITY SERVICES, LLC

68.05K

Jun 30, 26

-3.40K

0.23%

Massar Capital Management, LP

50.28K

Jun 30, 26

-156.69K

0.17%

NAVELLIER & ASSOCIATES INC

50.00K

Jun 30, 26

0.17%

CITADEL ADVISORS LLC

48.69K

Jun 30, 26

+48.69K

0.16%

SILVERCREST ASSET MANAGEMENT GROUP LLC

35.70K

Jun 30, 26

0.12%

PRICE T ROWE ASSOCIATES INC /MD/

34.86K

Jun 30, 26

+5.24K

0.12%

RHUMBLINE ADVISERS

33.86K

Jun 30, 26

+2.35K

0.11%

Numerai GP LLC

31.77K

Jun 30, 26

-9.92K

0.11%

BRADLEY FOSTER & SARGENT INC/CT

28.67K

Jun 30, 26

0.10%

IMC-Chicago, LLC

26.49K

Jun 30, 26

-21.05K

0.09%

ALLIANCEBERNSTEIN L.P.

26.30K

Jun 30, 26

+10.50K

0.09%

CI Private Wealth, LLC

25.82K

Jun 30, 26

-29.55K

0.09%

WELLS FARGO & COMPANY/MN

25.79K

Jun 30, 26

+15.66K

0.09%

Creative Planning

23.58K

Jun 30, 26

+23.58K

0.08%

Invesco Ltd.

23.55K

Jun 30, 26

+2.40K

0.08%

RAYMOND JAMES FINANCIAL INC

22.36K

Jun 30, 26

+3.27K

0.07%

MGO ONE SEVEN LLC

22.03K

Jun 30, 26

+1.51K

0.07%

SIMPLEX TRADING, LLC

19.91K

Jun 30, 26

+11.53K

0.07%

Valmark Advisers, Inc.

18.35K

Jun 30, 26

+18.35K

0.06%

Advisory Services Network, LLC

17.84K

Jun 30, 26

+1.46K

0.06%

MetLife Investment Management, LLC

16.56K

Jun 30, 26

+1.30K

0.06%

Quantbot Technologies LP

16.18K

Jun 30, 26

+8.79K

0.05%

JPMORGAN CHASE & CO

15.99K

Jun 30, 26

-71

0.05%

Gordian Capital Singapore Pte Ltd

15.50K

Jun 30, 26

+15.50K

0.05%

OPPENHEIMER & CO INC

15.25K

Jun 30, 26

+4.65K

0.05%

Mitsubishi UFJ Kokusai Asset Management Co., Ltd.

14.65K

Jun 30, 26

+14.65K

0.05%

CITIGROUP INC

13.21K

Jun 30, 26

-7.41K

0.04%

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

13.00K

Jun 30, 26

+13.00K

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

12.98K

Jun 30, 26

+469

0.04%

Man Group plc

11.95K

Jun 30, 26

+11.95K

0.04%

Inscription Capital, LLC

11.31K

Jun 30, 26

+11.31K

0.04%

Lodestone Wealth Management LLC

11.10K

Jun 30, 26

+5.78K

0.04%

Jump Financial, LLC

10.99K

Jun 30, 26

-407

0.04%

Vanguard Global Advisers, LLC

10.14K

Jun 30, 26

0.03%

Curated Wealth Partners LLC

10.00K

Jun 30, 26

+10.00K

0.03%

FMR LLC

9.50K

Jun 30, 26

+1.33K

0.03%

BNP PARIBAS ARBITRAGE, SNC

8.93K

Jun 30, 26

+2.93K

0.03%

Police & Firemen's Retirement System of New Jersey

8.68K

Jun 30, 26

+2.49K

0.03%

NEW YORK STATE COMMON RETIREMENT FUND

8.30K

Jun 30, 26

0.03%

CoreCap Advisors, LLC

8.05K

Jun 30, 26

0.03%

Russell Investments Group, Ltd.

7.70K

Jun 30, 26

+5.32K

0.03%

BARCLAYS PLC

7.36K

Jun 30, 26

-6.87K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

6.05K

Jun 30, 26

+6.05K

0.02%

ADVISOR GROUP HOLDINGS, INC.

6.04K

Jun 30, 26

-1.36K

0.02%

ROYAL BANK OF CANADA

5.88K

Jun 30, 26

+5.38K

0.02%

Persistent Asset Partners Ltd

4.20K

Jun 30, 26

+4.20K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

4.00K

Jun 30, 26

-5

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

3.67K

Jun 30, 26

0.01%

Versant Capital Management, Inc

3.46K

Jun 30, 26

+3.40K

0.01%

SRS Capital Advisors, Inc.

3.45K

Jun 30, 26

+3.45K

0.01%

Legal & General Group Plc

2.74K

Jun 30, 26

+365

0.01%

Ameritas Investment Partners, Inc.

2.23K

Jun 30, 26

0.01%

Tower Research Capital LLC (TRC)

2.08K

Jun 30, 26

-889

0.01%

Caitong International Asset Management Co., Ltd

2.04K

Jun 30, 26

+2.04K

0.01%

HUNTINGTON NATIONAL BANK

2.00K

Jun 30, 26

0.01%

Aquatic Capital Management LLC

1.87K

Jun 30, 26

-87.81K

0.01%

Rockefeller Capital Management L.P.

1.80K

Jun 30, 26

0.01%

NewEdge Advisors, LLC

1.65K

Jun 30, 26

0.01%

HANTZ FINANCIAL SERVICES, INC.

1.35K

Jun 30, 26

-360

0.00%

Federation des caisses Desjardins du Quebec

950

Jun 30, 26

0.00%

City State Bank

850

Jun 30, 26

0.00%

Tidemark, LLC

832

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

768

Jun 30, 26

0.00%

GROUP ONE TRADING, L.P.

531

Jun 30, 26

-6.84K

0.00%

GAMMA Investing LLC

432

Jun 30, 26

+161

0.00%

Osbon Capital Management LLC

402

Jun 30, 26

0.00%

Hurley Capital, LLC

330

Jun 30, 26

0.00%

FEDERATED HERMES, INC.

307

Jun 30, 26

-63

0.00%

JONES FINANCIAL COMPANIES LLLP

300

Jun 30, 26

+200

0.00%

SBI Securities Co., Ltd.

238

Jun 30, 26

-47

0.00%

Atlantic Union Bankshares Corp

200

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

117

Jun 30, 26

+21

0.00%

Bell Investment Advisors, Inc

104

Jun 30, 26

0.00%

Sterling Capital Management LLC

Jun 30, 26

-78

0.00%

Avion Wealth

Jun 30, 26

+92

0.00%

Quarry LP

Jun 30, 26

+74

0.00%

Allworth Financial LP

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

BALYASNY ASSET MANAGEMENT L.P.

Jun 30, 26

+50

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

Fortitude Family Office, LLC

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

+20

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

+17

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

+15

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

+10

0.00%

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

-70

0.00%

Hughes Financial Services, LLC

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

nVerses Capital, LLC

Jun 30, 26

-18.67K

Parallel Advisors, LLC

Jun 30, 26

-108

Dunhill Financial, LLC

Jun 30, 26

-1.50K

EPACRIA CAPITAL PARTNERS, LLC

Jun 30, 26

-11.73K

MAI Capital Management

Jun 30, 26

-4

BRIDGEWAY CAPITAL MANAGEMENT, LLC

Jun 30, 26

-41.99K

SG Americas Securities, LLC

Jun 30, 26

-372.36K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-71

HSBC HOLDINGS PLC

Jun 30, 26

-14.14K

MARSHALL WACE, LLP

Jun 30, 26

-52.26K

CWM, LLC

3.08K

Mar 31, 26

+1.39K

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

1.53K

Mar 31, 26

-90

0.01%

Transamerica Financial Advisors, Inc.

Mar 31, 26

0.00%

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-140

Skopos Labs, Inc.

Mar 31, 26

-29.29K

VANGUARD GROUP INC

1.77M

Dec 31, 25

+269.04K

5.89%

TWO SIGMA ADVISERS, LP

72.30K

Dec 31, 25

-60.10K

0.24%

Quest Partners LLC

6.66K

Dec 31, 25

+2.21K

0.02%

ORG Partners LLC

Dec 31, 25

+15

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

WOLVERINE TRADING, LLC

14.70K

Sep 30, 25

+14.70K

0.05%

Cahill Wealth Management, LLC

245.35K

Mar 31, 25

+925

0.82%

BlackRock Inc.

366.40K

Jun 30, 24

-1.11M

1.22%

Pinz Capital Management, LP

Sep 30, 22

-51.24K

Amalgamated Financial Corp.

3.11K

Mar 31, 22

+3.11K

0.01%

LUCAS CAPITAL MANAGEMENT

16.73K

Dec 31, 20

+16.73K

0.06%