Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
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 |
|---|---|---|---|---|
| Leonard Green & Partners, L.P. | 116.67M | Jun 30, 26 | -- | 18.24% |
| Exor N.V. | 67.29M | Jun 30, 26 | -- | 10.52% |
| Clarkston Capital Partners, LLC | 45.73M | Jun 30, 26 | +2.89M | 7.15% |
| BlackRock, Inc. | 31.15M | Jun 30, 26 | +10.09M | 4.87% |
| Partners Group Holding AG | 25.58M | Jun 30, 26 | -- | 4.00% |
| FIL Ltd | 25.27M | Jun 30, 26 | -- | 3.95% |
| DIMENSIONAL FUND ADVISORS LP | 19.07M | Jun 30, 26 | -1.15M | 2.98% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 16.22M | Jun 30, 26 | -1.60M | 2.54% |
| CITADEL ADVISORS LLC | 14.63M | Jun 30, 26 | -3.06M | 2.29% |
| AMERICAN CENTURY COMPANIES INC | 14.27M | Jun 30, 26 | +1.84M | 2.23% |
| Invenomic Capital Management LP | 14.26M | Jun 30, 26 | +951.24K | 2.23% |
| FIRST TRUST ADVISORS LP | 13.54M | Jun 30, 26 | +8.01M | 2.12% |
| Atairos Group, Inc. | 12.26M | Jun 30, 26 | -- | 1.92% |
| THOMPSON SIEGEL & WALMSLEY LLC | 10.93M | Jun 30, 26 | -3.46M | 1.71% |
| STATE STREET CORP | 10.86M | Jun 30, 26 | +3.38M | 1.70% |
| Atairos Partners GP, Inc. | 10.23M | Jun 30, 26 | -- | 1.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 10.08M | Jun 30, 26 | +3.04M | 1.58% |
| AustralianSuper Pty Ltd | 10.07M | Jun 30, 26 | -- | 1.57% |
| BW Gestao de Investimentos Ltda. | 10.04M | Jun 30, 26 | +4.12M | 1.57% |
| PRUDENTIAL FINANCIAL INC | 8.06M | Jun 30, 26 | -2.88M | 1.26% |
| AQR CAPITAL MANAGEMENT LLC | 6.92M | Jun 30, 26 | +3.92M | 1.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.46M | Jun 30, 26 | +496.45K | 1.01% |
| Sixth Street Partners Management Company, L.P. | 6.46M | Jun 30, 26 | +6.46M | 1.01% |
| UBS Group AG | 5.54M | Jun 30, 26 | -3.31M | 0.87% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.27M | Jun 30, 26 | -28.61K | 0.82% |
| LSV ASSET MANAGEMENT | 4.05M | Jun 30, 26 | +1.49M | 0.63% |
| RAYMOND JAMES FINANCIAL INC | 3.80M | Jun 30, 26 | +378.43K | 0.59% |
| NORTHERN TRUST CORP | 3.51M | Jun 30, 26 | +1.30M | 0.55% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3.33M | Jun 30, 26 | -61.91K | 0.52% |
| MORGAN STANLEY | 3.01M | Jun 30, 26 | -1.60M | 0.47% |
| VOYA INVESTMENT MANAGEMENT LLC | 2.99M | Jun 30, 26 | -1.89M | 0.47% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.76M | Jun 30, 26 | +2.02M | 0.43% |
| D. E. Shaw & Co., Inc. | 2.51M | Jun 30, 26 | +183.43K | 0.39% |
| VANGUARD FIDUCIARY TRUST CO | 2.47M | Jun 30, 26 | +64.73K | 0.39% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 2.25M | Jun 30, 26 | -- | 0.35% |
| Empowered Funds, LLC | 2.15M | Jun 30, 26 | +131.84K | 0.34% |
| Bank of New York Mellon Corp | 2.08M | Jun 30, 26 | +234.62K | 0.33% |
| BANK OF AMERICA CORP /DE/ | 1.79M | Jun 30, 26 | +895.90K | 0.28% |
| IRIDIAN ASSET MANAGEMENT LLC/CT | 1.63M | Jun 30, 26 | -153.63K | 0.26% |
| KBC Group NV | 1.63M | Jun 30, 26 | -- | 0.25% |
| FIRST MANHATTAN CO. LLC. | 1.56M | Jun 30, 26 | +20.10K | 0.24% |
| TFJ Management, LLC | 1.33M | Jun 30, 26 | +173.29K | 0.21% |
| Invesco Ltd. | 1.33M | Jun 30, 26 | -301.08K | 0.21% |
| Long Focus Capital Management, LLC | 1.18M | Jun 30, 26 | -- | 0.18% |
| Nuveen, LLC | 1.07M | Jun 30, 26 | +53.73K | 0.17% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1.03M | Jun 30, 26 | +881.68K | 0.16% |
| Sound Capital Solutions LLC | 1.02M | Jun 30, 26 | +1.02M | 0.16% |
| Optimize Financial Inc | 1.02M | Jun 30, 26 | -3.55K | 0.16% |
| GOLDMAN SACHS GROUP INC | 965.81K | Jun 30, 26 | -302.65K | 0.15% |
| PICTON MAHONEY ASSET MANAGEMENT | 856.80K | Jun 30, 26 | +56.72K | 0.13% |
| PenderFund Capital Management Ltd. | 830.40K | Jun 30, 26 | -283.20K | 0.13% |
| BNP PARIBAS ARBITRAGE, SNC | 824.20K | Jun 30, 26 | -696.80K | 0.13% |
| Axxion S.A. | 720.78K | Jun 30, 26 | +720.78K | 0.11% |
| BNP Paribas Asset Management Holding S.A. | 704.28K | Jun 30, 26 | +704.28K | 0.11% |
| Range Financial Group LLC | 701.12K | Jun 30, 26 | +586.05K | 0.11% |
| WOLVERINE ASSET MANAGEMENT LLC | 607.72K | Jun 30, 26 | -- | 0.10% |
| CIBC Bancorp USA Inc. | 582.10K | Jun 30, 26 | -10.54K | 0.09% |
| Gotham Asset Management, LLC | 560.03K | Jun 30, 26 | -939.61K | 0.09% |
| Swiss National Bank | 547.70K | Jun 30, 26 | -44.60K | 0.09% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 544.26K | Jun 30, 26 | -776.72K | 0.09% |
| Soviero Asset Management, LP | 530.00K | Jun 30, 26 | +80.00K | 0.08% |
| Resources Investment Advisors, LLC. | 515.58K | Jun 30, 26 | +217.10K | 0.08% |
| CITIGROUP INC | 506.49K | Jun 30, 26 | -167.72K | 0.08% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 458.56K | Jun 30, 26 | +141.51K | 0.07% |
| Schonfeld Strategic Advisors LLC | 432.29K | Jun 30, 26 | +373.33K | 0.07% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 424.37K | Jun 30, 26 | +118.34K | 0.07% |
| Robeco Institutional Asset Management B.V. | 420.09K | Jun 30, 26 | -- | 0.07% |
| Creative Planning | 415.96K | Jun 30, 26 | -223.65K | 0.07% |
| DEUTSCHE BANK AG\ | 394.35K | Jun 30, 26 | +335.66K | 0.06% |
| ALLIANCEBERNSTEIN L.P. | 387.68K | Jun 30, 26 | +299.12K | 0.06% |
| RHUMBLINE ADVISERS | 381.87K | Jun 30, 26 | +91.08K | 0.06% |
| CenterBook Partners LP | 338.43K | Jun 30, 26 | -208.87K | 0.05% |
| Vident Advisory, LLC | 322.85K | Jun 30, 26 | +12.62K | 0.05% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 309.61K | Jun 30, 26 | +102.49K | 0.05% |
| WELLS FARGO & COMPANY/MN | 302.08K | Jun 30, 26 | +290.39K | 0.05% |
| GSA CAPITAL PARTNERS LLP | 287.24K | Jun 30, 26 | +108.83K | 0.04% |
| VANGUARD ASSET MANAGEMENT, Ltd | 280.76K | Jun 30, 26 | -- | 0.04% |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 280.20K | Jun 30, 26 | +105.70K | 0.04% |
| Legal & General Group Plc | 253.88K | Jun 30, 26 | +16.24K | 0.04% |
| FRANKLIN RESOURCES INC | 242.54K | Jun 30, 26 | +8.35K | 0.04% |
| JPMORGAN CHASE & CO | 241.25K | Jun 30, 26 | -198.89K | 0.04% |
| RENAISSANCE TECHNOLOGIES LLC | 213.30K | Jun 30, 26 | -244.61K | 0.03% |
| MetLife Investment Management, LLC | 208.74K | Jun 30, 26 | +202.72K | 0.03% |
| Engineers Gate Manager LP | 199.49K | Jun 30, 26 | +199.49K | 0.03% |
| BARCLAYS PLC | 181.72K | Jun 30, 26 | -40.03K | 0.03% |
| Vanguard Global Advisers, LLC | 176.92K | Jun 30, 26 | -217 | 0.03% |
| Mitsubishi UFJ Trust & Banking Corp | 175.95K | Jun 30, 26 | +101.43K | 0.03% |
| Sagewood Asset Management LP | 167.15K | Jun 30, 26 | -99.18K | 0.03% |
| SG Americas Securities, LLC | 165.04K | Jun 30, 26 | -2.87K | 0.03% |
| SKBA CAPITAL MANAGEMENT LLC | 164.74K | Jun 30, 26 | -19.50K | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 160.55K | Jun 30, 26 | +160.55K | 0.03% |
| HighTower Advisors, LLC | 154.58K | Jun 30, 26 | +4.97K | 0.02% |
| Jupiter Topco LLC | 154.40K | Jun 30, 26 | +154.40K | 0.02% |
| FMR LLC | 149.89K | Jun 30, 26 | -81.56K | 0.02% |
| HSBC HOLDINGS PLC | 139.01K | Jun 30, 26 | +5.22K | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 136.04K | Jun 30, 26 | +22.80K | 0.02% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 135.50K | Jun 30, 26 | -271.66K | 0.02% |
| Vinva Investment Management Ltd | 130.70K | Jun 30, 26 | +130.70K | 0.02% |
| CIBC WORLD MARKET INC. | 129.08K | Jun 30, 26 | +129.08K | 0.02% |
| Quantbot Technologies LP | 116.48K | Jun 30, 26 | +82.29K | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 112.53K | Jun 30, 26 | -45.60K | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 111.25K | Jun 30, 26 | -894.96K | 0.02% |
| Police & Firemen's Retirement System of New Jersey | 104.06K | Jun 30, 26 | -57.50K | 0.02% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 100.27K | Jun 30, 26 | +88.84K | 0.02% |
| Ancora Advisors, LLC | 100.00K | Jun 30, 26 | +10.97K | 0.02% |
| SEI INVESTMENTS CO | 96.83K | Jun 30, 26 | -16.50K | 0.02% |
| STRAIGHTLINE GROUP LLC | 96.24K | Jun 30, 26 | +96.24K | 0.02% |
| EVOLVE PRIVATE WEALTH, LLC | 94.46K | Jun 30, 26 | +94.46K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 93.44K | Jun 30, 26 | +93.44K | 0.01% |
| Sequoia Financial Advisors, LLC | 90.01K | Jun 30, 26 | -48.72K | 0.01% |
| Cerity Partners LLC | 87.02K | Jun 30, 26 | +38.42K | 0.01% |
| BTG Pactual Asset Management US LLC | 86.92K | Jun 30, 26 | +86.92K | 0.01% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 86.92K | Jun 30, 26 | -- | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 86.22K | Jun 30, 26 | -27.81K | 0.01% |
| Amundi | 81.19K | Jun 30, 26 | -477.80K | 0.01% |
| Russell Investments Group, Ltd. | 79.49K | Jun 30, 26 | -39.66K | 0.01% |
| SummitTX Capital, L.P. | 77.87K | Jun 30, 26 | +77.87K | 0.01% |
| State of Wyoming | 77.29K | Jun 30, 26 | -23.09K | 0.01% |
| Abel Hall, LLC | 76.67K | Jun 30, 26 | +22.37K | 0.01% |
| Centiva Capital, LP | 76.56K | Jun 30, 26 | -323.55K | 0.01% |
| Arizona State Retirement System | 75.31K | Jun 30, 26 | -6.45K | 0.01% |
| Vanguard Investments Australia, Ltd. | 69.05K | Jun 30, 26 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 67.06K | Jun 30, 26 | +67.06K | 0.01% |
| KLP KAPITALFORVALTNING AS | 65.20K | Jun 30, 26 | -- | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60.76K | Jun 30, 26 | +35.19K | 0.01% |
| INTECH INVESTMENT MANAGEMENT LLC | 59.88K | Jun 30, 26 | +59.88K | 0.01% |
| Brevan Howard Capital Management LP | 58.22K | Jun 30, 26 | +24.97K | 0.01% |
| Lido Advisors, LLC | 57.30K | Jun 30, 26 | +16.53K | 0.01% |
| WINTON GROUP Ltd | 52.90K | Jun 30, 26 | +52.90K | 0.01% |
| Pictet Asset Management Holding SA | 51.43K | Jun 30, 26 | -- | 0.01% |
| Summit Trail Advisors, LLC | 51.21K | Jun 30, 26 | -6.31K | 0.01% |
| ROYAL BANK OF CANADA | 50.91K | Jun 30, 26 | +18.09K | 0.01% |
| STALEY CAPITAL ADVISERS INC | 50.00K | Jun 30, 26 | -- | 0.01% |
| State of Alaska, Department of Revenue | 46.84K | Jun 30, 26 | -- | 0.01% |
| Frec Markets, Inc. | 46.73K | Jun 30, 26 | -29.98K | 0.01% |
| ProShare Advisors LLC | 45.85K | Jun 30, 26 | +45.85K | 0.01% |
| Atom Investors LP | 43.30K | Jun 30, 26 | -168.12K | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 42.40K | Jun 30, 26 | +42.36K | 0.01% |
| MIRABELLA FINANCIAL SERVICES LLP | 38.20K | Jun 30, 26 | +38.20K | 0.01% |
| PFG Investments, LLC | 38.05K | Jun 30, 26 | +13.74K | 0.01% |
| WHITEBOX ADVISORS LLC | 35.38K | Jun 30, 26 | +35.38K | 0.01% |
| HUNTINGTON NATIONAL BANK | 34.90K | Jun 30, 26 | +34.61K | 0.01% |
| XPONANCE, INC. | 33.81K | Jun 30, 26 | +8.40K | 0.01% |
| Dynamic Technology Lab Private Ltd | 33.81K | Jun 30, 26 | +33.81K | 0.01% |
| XTX Topco Ltd | 33.48K | Jun 30, 26 | -1.70M | 0.01% |
| STATE OF WISCONSIN INVESTMENT BOARD | 33.34K | Jun 30, 26 | +6.13K | 0.01% |
| Ameritas Investment Partners, Inc. | 31.78K | Jun 30, 26 | +31.78K | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 31.24K | Jun 30, 26 | +31.24K | 0.00% |
| Cetera Investment Advisers | 29.12K | Jun 30, 26 | +738 | 0.00% |
| Tower Research Capital LLC (TRC) | 28.72K | Jun 30, 26 | +10.00K | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 25.72K | Jun 30, 26 | +3.60K | 0.00% |
| Vise Technologies, Inc. | 24.82K | Jun 30, 26 | +24.82K | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 24.12K | Jun 30, 26 | +23.91K | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 20.07K | Jun 30, 26 | -102.68K | 0.00% |
| CIBC Asset Management Inc | 19.86K | Jun 30, 26 | +19.86K | 0.00% |
| West Family Investments, Inc. | 19.84K | Jun 30, 26 | +19.84K | 0.00% |
| Swiss Life Asset Management Ltd | 18.17K | Jun 30, 26 | +18.17K | 0.00% |
| CITIZENS FINANCIAL GROUP INC/RI | 18.07K | Jun 30, 26 | +18.07K | 0.00% |
| SAGESPRING WEALTH PARTNERS, LLC | 17.31K | Jun 30, 26 | +4.85K | 0.00% |
| SRS Capital Advisors, Inc. | 17.31K | Jun 30, 26 | +17.31K | 0.00% |
| M&T BANK CORP | 16.91K | Jun 30, 26 | -27.97K | 0.00% |
| HB Wealth Management, LLC | 16.31K | Jun 30, 26 | +16.31K | 0.00% |
| OPPENHEIMER & CO INC | 16.00K | Jun 30, 26 | -23.50K | 0.00% |
| Apella Capital, LLC | 15.92K | Jun 30, 26 | -157 | 0.00% |
| STIFEL FINANCIAL CORP | 15.05K | Jun 30, 26 | +3.12K | 0.00% |
| Merit Financial Group, LLC | 14.94K | Jun 30, 26 | +14.94K | 0.00% |
| Essex Financial Services, Inc. | 14.22K | Jun 30, 26 | +5 | 0.00% |
| BRIGHTON JONES LLC | 13.66K | Jun 30, 26 | +13.66K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 13.52K | Jun 30, 26 | -4.42K | 0.00% |
| Callan Family Office, LLC | 12.03K | Jun 30, 26 | +12.03K | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 11.66K | Jun 30, 26 | -2.42M | 0.00% |
| Allworth Financial LP | 11.65K | Jun 30, 26 | -7.38K | 0.00% |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 11.47K | Jun 30, 26 | -10.99K | 0.00% |
| Parallel Advisors, LLC | 11.40K | Jun 30, 26 | -2.38K | 0.00% |
| Caitong International Asset Management Co., Ltd | 11.35K | Jun 30, 26 | -43.13K | 0.00% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11.11K | Jun 30, 26 | -11.69K | 0.00% |
| GTS SECURITIES LLC | 11.06K | Jun 30, 26 | +11.06K | 0.00% |
| AlphaGrep UK Ltd | 10.92K | Jun 30, 26 | +10.92K | 0.00% |
| CI Private Wealth, LLC | 10.87K | Jun 30, 26 | -5.53K | 0.00% |
| Miracle Mile Advisors, LLC | 10.77K | Jun 30, 26 | -6.58K | 0.00% |
| Neuberger Berman Group LLC | 10.64K | Jun 30, 26 | -33.78K | 0.00% |
| CHOREO, LLC | 10.30K | Jun 30, 26 | +10.30K | 0.00% |
| MAI Capital Management | 10.26K | Jun 30, 26 | +5.12K | 0.00% |
| SIGNATUREFD, LLC | 9.98K | Jun 30, 26 | +1.60K | 0.00% |
| SIMPLEX TRADING, LLC | 9.73K | Jun 30, 26 | -13.68K | 0.00% |
| GAMMA Investing LLC | 9.25K | Jun 30, 26 | -3.92K | 0.00% |
| US BANCORP \DE\ | 8.22K | Jun 30, 26 | -5.58K | 0.00% |
| Sterling Capital Management LLC | 7.06K | Jun 30, 26 | -5.29K | 0.00% |
| Aster Capital Management (DIFC) Ltd | 5.84K | Jun 30, 26 | -5.33K | 0.00% |
| NOMURA ASSET MANAGEMENT CO LTD | 5.70K | Jun 30, 26 | -14.30K | 0.00% |
| LRI Investments, LLC | 5.54K | Jun 30, 26 | +2.56K | 0.00% |
| Integrated Wealth Concepts LLC | 5.00K | Jun 30, 26 | +5.00K | 0.00% |
| SBI Securities Co., Ltd. | 3.65K | Jun 30, 26 | +100 | 0.00% |
| GROUP ONE TRADING, L.P. | 3.22K | Jun 30, 26 | +1.27K | 0.00% |
| Rockefeller Capital Management L.P. | 3.20K | Jun 30, 26 | +507 | 0.00% |
| Federation des caisses Desjardins du Quebec | 3.00K | Jun 30, 26 | -4.00K | 0.00% |
| EverSource Wealth Advisors, LLC | 2.90K | Jun 30, 26 | +1.26K | 0.00% |
| Millstone Evans Group, LLC | 2.63K | Jun 30, 26 | +2.63K | 0.00% |
| IFP Advisors, Inc | 2.50K | Jun 30, 26 | -36.63K | 0.00% |
| Quent Capital, LLC | 2.30K | Jun 30, 26 | +1.64K | 0.00% |
| Covestor Ltd | 2.29K | Jun 30, 26 | +139 | 0.00% |
| Bare Financial Services, Inc | 2.21K | Jun 30, 26 | -217 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.90K | Jun 30, 26 | -3.52K | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 1.66K | Jun 30, 26 | +1.66K | 0.00% |
| Performa Ltd (US), LLC | 1.25K | Jun 30, 26 | -2.95K | 0.00% |
| Essential Partners LLC | 1.16K | Jun 30, 26 | +946 | 0.00% |
| Clearstead Advisors, LLC | 1.13K | Jun 30, 26 | +1.13K | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 1.09K | Jun 30, 26 | -370 | 0.00% |
| Global Retirement Partners, LLC | 946 | Jun 30, 26 | +946 | 0.00% |
| Pinnacle Bancorp, Inc. | 854 | Jun 30, 26 | -- | 0.00% |
| Strengthening Families & Communities, LLC | 686 | Jun 30, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 568 | Jun 30, 26 | -789 | 0.00% |
| SJS Investment Consulting Inc. | 555 | Jun 30, 26 | +555 | 0.00% |
| Quarry LP | 483 | Jun 30, 26 | -895 | 0.00% |
| Smartleaf Asset Management LLC | 435 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 380 | Jun 30, 26 | -1.10K | 0.00% |
| FIRST HORIZON CORP | 345 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 341 | Jun 30, 26 | -1.20K | 0.00% |
| Kingdom Financial Group LLC. | 320 | Jun 30, 26 | -- | 0.00% |
| WEST PACES ADVISORS INC. | 308 | Jun 30, 26 | +308 | 0.00% |
| CoreCap Advisors, LLC | 257 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 192 | Jun 30, 26 | -61 | 0.00% |
| Allied Private Wealth LLC | 190 | Jun 30, 26 | +190 | 0.00% |
| True Wealth Design, LLC | 180 | Jun 30, 26 | +180 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 117 | Jun 30, 26 | -- | 0.00% |
| CVA Family Office, LLC | 109 | Jun 30, 26 | -- | 0.00% |
| Clearstead Trust, LLC | 106 | Jun 30, 26 | +106 | 0.00% |
| Creative Capital Management Investments LLC | 106 | Jun 30, 26 | +106 | 0.00% |
| Activest Wealth Management | 89 | Jun 30, 26 | +89 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 89 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 70 | Jun 30, 26 | -- | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 69 | Jun 30, 26 | -603 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 53 | Jun 30, 26 | +53 | 0.00% |
| Transamerica Financial Advisors, Inc. | 48 | Jun 30, 26 | -367 | 0.00% |
| HFM Investment Advisors, LLC | 36 | Jun 30, 26 | +30 | 0.00% |
| Buck Wealth Strategies, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| Keating Financial Advisory Services, Inc. | 22 | Jun 30, 26 | +19 | 0.00% |
| DecisionPoint Financial, LLC | 14 | Jun 30, 26 | +14 | 0.00% |
| Bay Harbor Wealth Management, LLC | 13 | Jun 30, 26 | +3 | 0.00% |
| Godfrey Financial Associates, Inc. | 11 | Jun 30, 26 | -- | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 5 | Jun 30, 26 | +5 | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Freestone Grove Partners LP | 1 | Jun 30, 26 | -- | 0.00% |
| ExodusPoint Capital Management, LP | -- | Jun 30, 26 | -626.60K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -148 | -- |
| Aquatic Capital Management LLC | -- | Jun 30, 26 | -24.05K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -1.12M | -- |
| LMR Partners LLP | -- | Jun 30, 26 | -24.41K | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -320 | -- |
| HIGHLINE WEALTH PARTNERS LLC | -- | Jun 30, 26 | -913 | -- |
| Pathstone Holdings, LLC | -- | Jun 30, 26 | -10.70K | -- |
| Handelsbanken Fonder AB | -- | Jun 30, 26 | -100.40K | -- |
| Physician Wealth Advisors, Inc. | -- | Jun 30, 26 | -343 | -- |
| Hughes Financial Services, LLC | -- | Jun 30, 26 | -7 | -- |
| SkyView Investment Advisors, LLC | -- | Jun 30, 26 | -434.36K | -- |
| Lighthouse Investment Partners, LLC | -- | Jun 30, 26 | -15.64K | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -20.47K | -- |
| Convergence Investment Partners, LLC | -- | Jun 30, 26 | -16.04K | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -8 | -- |
| STRS OHIO | -- | Jun 30, 26 | -8.78K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Jun 30, 26 | -162.86K | -- |
| Bruce G. Allen Investments, LLC | -- | Jun 30, 26 | -338 | -- |
| Jain Global LLC | -- | Jun 30, 26 | -48.56K | -- |
| PERSONAL CFO SOLUTIONS, LLC | -- | Jun 30, 26 | -11.94K | -- |
| BIRCH FINANCIAL GROUP, LLC | -- | Jun 30, 26 | -18.64K | -- |
| CLARET ASSET MANAGEMENT Corp | -- | Jun 30, 26 | -53.10K | -- |
| Oak Thistle LLC | -- | Jun 30, 26 | -38.96K | -- |
| Catalyst Funds Management Pty Ltd | -- | Jun 30, 26 | -19.10K | -- |
| ARQ WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -60.40K | -- |
| Affinity Capital Advisors, LLC | -- | Jun 30, 26 | -16.03K | -- |
| TORONTO DOMINION BANK | -- | Jun 30, 26 | -59.11K | -- |
| Vanguard Personalized Indexing Management, LLC | -- | Jun 30, 26 | -11.65K | -- |
| Cypress Point Wealth Management, LLC | -- | Jun 30, 26 | -12.27K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -2.61M | -- |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | -- | Jun 30, 26 | -17.08K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -826 | -- |
| Treasurer of the State of North Carolina | -- | Jun 30, 26 | -157.17K | -- |
| Rakuten Securities, Inc. | -- | Jun 30, 26 | -100 | -- |
| Maryland State Retirement & Pension System | -- | Jun 30, 26 | -23.32K | -- |
| North Dakota State Investment Board | -- | Jun 30, 26 | -10.96K | -- |
| Private Wealth Management Group, LLC | -- | Jun 30, 26 | -288 | -- |
| ZRC WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -3.42K | -- |
| FreeGulliver LLC | -- | Jun 30, 26 | -11.98K | -- |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | -- | Jun 30, 26 | -121.93K | -- |
| Toroso Investments, LLC | -- | Jun 30, 26 | -11.68K | -- |
| Squarepoint Ops LLC | -- | Jun 30, 26 | -1.26M | -- |
| FIFTH THIRD BANCORP | -- | Jun 30, 26 | -57 | -- |
| JMN Financial LLC | -- | Jun 30, 26 | -16.02K | -- |
| VISION FINANCIAL MARKETS LLC | -- | Jun 30, 26 | -100 | -- |
| Vermillion Wealth Management, Inc. | -- | Jun 30, 26 | -3 | -- |
| AMALGAMATED BANK | -- | Jun 30, 26 | -17.99K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -3.48M | -- |
| Jefferies Financial Group Inc. | -- | Jun 30, 26 | -160.01K | -- |
| Headlands Technologies LLC | -- | Jun 30, 26 | -76.25K | -- |
| Utah Retirement Systems | -- | Jun 30, 26 | -18.71K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -2.26K | -- |
| PRINCIPAL FINANCIAL GROUP INC | -- | Jun 30, 26 | -12.61K | -- |
| Ethic Inc. | -- | Jun 30, 26 | -24.86K | -- |
| MARSHALL WACE, LLP | -- | Jun 30, 26 | -1.34M | -- |
| 111 Capital | -- | Jun 30, 26 | -10.46K | -- |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -- | Jun 30, 26 | -26.62K | -- |
| R Squared Ltd | -- | Jun 30, 26 | -13.55K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Jun 30, 26 | -1.42M | -- |
| Quantessence Capital LLC | -- | Jun 30, 26 | -15.01K | -- |
| Janus Henderson Group Ltd. | 154.40K | Mar 31, 26 | -- | 0.02% |
| DGS Capital Management, LLC | 29.05K | Mar 31, 26 | +29.05K | 0.00% |
| CWM, LLC | 6.05K | Mar 31, 26 | +2.95K | 0.00% |
| VANGUARD GROUP INC | 8.62M | Dec 31, 25 | -298.06K | 1.35% |
| CIBC Private Wealth Group, LLC | 507.98K | Dec 31, 25 | +221.47K | 0.08% |
| SHERBROOKE PARK ADVISERS LLC | 21.39K | Dec 31, 25 | +7.16K | 0.00% |
| TWO SIGMA ADVISERS, LP | 15.20K | Dec 31, 25 | -2.40K | 0.00% |
| Brandywine Global Investment Management, LLC | -- | Dec 31, 25 | -1.71M | -- |
| Cove Street Capital, LLC | 452.46K | Sep 30, 25 | +441.63K | 0.07% |
| AXA Investment Managers S.A. | 187.74K | Sep 30, 25 | +187.74K | 0.03% |
| Point72 (DIFC) Ltd | -- | Sep 30, 25 | -73.03K | -- |
| PITCAIRN CO | -- | Sep 30, 25 | -12.06K | -- |
| Bryce Point Capital, LLC | -- | Sep 30, 25 | -185.40K | -- |
| Point72 Asia (Singapore) Pte. Ltd. | -- | Sep 30, 25 | -34.49K | -- |
| Hemington Wealth Management | -- | Sep 30, 25 | -556 | -- |
| Parkworth Wealth Management, Inc. | 20 | Jun 30, 25 | +20 | 0.00% |
| Lindbrook Capital, LLC | 2.71K | Mar 31, 25 | +2.71K | 0.00% |
| Nuveen Asset Management, LLC | 1.45M | Dec 31, 24 | -6.39K | 0.23% |
| RAYMOND JAMES & ASSOCIATES | 4.65M | Sep 30, 24 | -2.60M | 0.73% |
| SASCO CAPITAL INC / CT/ | 3.54M | Sep 30, 24 | -585.55K | 0.55% |
| RAYMOND JAMES TRUST N.A. | 96.64K | Sep 30, 24 | -131.07K | 0.02% |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -797 | -- |
| Raymond James Financial Services Advisors, Inc. | -- | Sep 30, 24 | -13.64K | -- |
| BlackRock Inc. | 20.39M | Jun 30, 24 | -2.29M | 3.19% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -1.47K | -- |
| CREDIT SUISSE AG/ | 497.55K | Mar 31, 24 | -7.56K | 0.08% |
| Cetera Advisor Networks LLC | 14.84K | Mar 31, 24 | +3.15K | 0.00% |
| Oracle Alpha Inc. | -- | Mar 31, 24 | -13.74K | -- |
| Cannell & Co. | 129.90K | Dec 31, 23 | -9.20K | 0.02% |
| Desjardins Global Asset Management Inc. | -- | Dec 31, 23 | -3.24K | -- |
| Simplicity Solutions, LLC | -- | Dec 31, 23 | -16.04K | -- |
| Brahman Capital Corp. | 10.97M | Sep 30, 23 | -164.16K | 1.72% |
| KB FINANCIAL PARTNERS, LLC | 99.34K | Sep 30, 23 | +1.33K | 0.02% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 72.40K | Sep 30, 23 | -- | 0.01% |
| Steward Financial Group LLC | 316 | Sep 30, 23 | +316 | 0.00% |
| Ergoteles LLC | -- | Sep 30, 23 | -27.88K | -- |
| PICTET ASSET MANAGEMENT SA | 125.25K | Jun 30, 23 | -116.31K | 0.02% |
| BerganKDV Wealth Management, LLC | -- | Jun 30, 23 | -45 | -- |
| Kula Investments, LLC | 161.88K | Mar 31, 23 | -52.32K | 0.03% |
| Andesa Financial Management Inc. | 19.46K | Mar 31, 23 | -4.03K | 0.00% |
| Alpha Paradigm Partners, LLC | -- | Dec 31, 22 | -71.02K | -- |
| AlphaCrest Capital Management LLC | 92.17K | Sep 30, 22 | +42.38K | 0.01% |
| H. L. Ormond & Company, LLC | 64.95K | Sep 30, 22 | -2.01K | 0.01% |
| EATON VANCE MANAGEMENT | 64.70K | Sep 30, 22 | -34.94K | 0.01% |
| American Portfolios Advisors | 3.21K | Sep 30, 22 | -4.09K | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.72K | Sep 30, 22 | +1.72K | 0.00% |
| MUFG Americas Holdings Corp | 257 | Sep 30, 22 | +257 | 0.00% |
| Covington Capital Management | 218 | Sep 30, 22 | +218 | 0.00% |
| Farmer Steven Patrick | 3.35M | Jun 30, 22 | +3.35M | 0.52% |
| Private Capital Group, LLC | 756 | Jun 30, 22 | +630 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 373.98K | Mar 31, 22 | +114.87K | 0.06% |
| Barrett Asset Management, LLC | -- | Mar 31, 22 | -725 | -- |
| NEXT Financial Group, Inc | 1.61K | Dec 31, 21 | +928 | 0.00% |
| Carroll Financial Associates, Inc. | 378 | Dec 31, 21 | +151 | 0.00% |
| Marshall Wace North America L.P. | 1.38M | Sep 30, 21 | +1.38M | 0.22% |
| Three Peaks Capital Management, LLC | 165.12K | Sep 30, 21 | +10.91K | 0.03% |
| BBVA USA | 16.39K | Sep 30, 21 | -18 | 0.00% |
| Berman Capital Advisors, LLC | 2.04K | Sep 30, 21 | +1.97K | 0.00% |
| ROAM Global Management LP | 651.50K | Jun 30, 21 | +651.50K | 0.10% |
| PICTET ASSET MANAGEMENT LTD | 105.38K | Jun 30, 21 | +105.38K | 0.02% |
| PNC Managed Account Solutions, Inc. | 1.47K | Jun 30, 21 | +1.47K | 0.00% |
| AMUNDI ASSET MANAGEMENT US, INC. | 1.91M | Mar 31, 21 | -3.04M | 0.30% |
| BANBURY PARTNERS LLC | 433.22K | Mar 31, 21 | -432.17K | 0.07% |
| CARILLON TOWER ADVISERS, INC. | 1.38M | Dec 31, 20 | +1.38M | 0.22% |
| OLD MISSION CAPITAL, LLC | 47.10K | Dec 31, 20 | +47.10K | 0.01% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 46.27K | Dec 31, 20 | -- | 0.01% |
| NumerixS Investment Technologies Inc | 2.90K | Jun 30, 20 | +1.65K | 0.00% |
| Brookfield BHS Advisors LLC | -- | Mar 31, 20 | -350.00K | -- |
| ADI CAPITAL MANAGEMENT LLC | 110.00K | Dec 31, 19 | +110.00K | 0.02% |
| Advisor Group, Inc. | 9.97K | Dec 31, 19 | +2.77K | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5.80K | Dec 31, 19 | -- | 0.00% |
