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Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 207 Institutional Holders

Holder	Shares	Date	Change	% Held
BFI Infinity Ltd.	9.53K	Jun 30, 26	--	0.05%
Yoffe Investment Management, LLC	5.99K	Jun 30, 26	--	0.03%
HARRELL INVESTMENT PARTNERS, LLC	3.32K	Jun 30, 26	-124	0.02%
Wealthcare Advisory Partners LLC	1.84K	Jun 30, 26	+1.84K	0.01%
Central Pacific Bank - Trust Division	2	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	2	Jun 30, 26	--	0.00%
BANK OF AMERICA CORP /DE/	889.18K	Mar 31, 26	-1.58M	4.53%
ENVESTNET ASSET MANAGEMENT INC	742.38K	Mar 31, 26	-1.07M	3.78%
RAYMOND JAMES FINANCIAL INC	595.64K	Mar 31, 26	-1.07M	3.03%
WestEnd Advisors, LLC	577.43K	Mar 31, 26	-1.12M	2.94%
Janney Montgomery Scott LLC	545.10K	Mar 31, 26	-985.63K	2.78%
Madison Asset Management, LLC	367.82K	Mar 31, 26	-24.82K	1.87%
Bank Julius Baer & Co. Ltd, Zurich	344.27K	Mar 31, 26	+14.64K	1.75%
Gateway Wealth Partners, LLC	343.12K	Mar 31, 26	+174.23K	1.75%
PGIM Custom Harvest LLC	340.18K	Mar 31, 26	+109.52K	1.73%
TRUIST FINANCIAL CORP	304.06K	Mar 31, 26	-546.59K	1.55%
ROYAL BANK OF CANADA	239.90K	Mar 31, 26	-47.50K	1.22%
LPL Financial LLC	226.99K	Mar 31, 26	-102.61K	1.16%
JANE STREET GROUP, LLC	225.43K	Mar 31, 26	+225.43K	1.15%
Vontobel Holding Ltd.	221.21K	Mar 31, 26	+221.21K	1.13%
VICTORY CAPITAL MANAGEMENT INC	220.20K	Mar 31, 26	-432.60K	1.12%
AdvisorShares Investments LLC	166.25K	Mar 31, 26	+166.25K	0.85%
MORGAN STANLEY	149.28K	Mar 31, 26	+4.34K	0.76%
ASSETMARK, INC	116.42K	Mar 31, 26	-199.78K	0.59%
FIRST AMERICAN TRUST, FSB	104.24K	Mar 31, 26	+6.00K	0.53%
FLOW TRADERS U.S. LLC	100.17K	Mar 31, 26	+100.17K	0.51%
WELLS FARGO & COMPANY/MN	93.35K	Mar 31, 26	-8.17K	0.48%
OLD MISSION CAPITAL LLC	91.79K	Mar 31, 26	+91.79K	0.47%
CITADEL ADVISORS LLC	90.71K	Mar 31, 26	+9.97K	0.46%
Nicholas Hoffman & Company, LLC.	70.50K	Mar 31, 26	--	0.36%
UBS Group AG	67.21K	Mar 31, 26	+18.86K	0.34%
Bank of New York Mellon Corp	64.63K	Mar 31, 26	-6.65K	0.33%
STIFEL FINANCIAL CORP	63.33K	Mar 31, 26	-55.66K	0.32%
Cerity Partners LLC	38.99K	Mar 31, 26	+1.72K	0.20%
Sanctuary Advisors, LLC	35.03K	Mar 31, 26	-23.38K	0.18%
HRT FINANCIAL LP	30.52K	Mar 31, 26	+30.52K	0.16%
Cartesian Growth Corp	30.25K	Mar 31, 26	-2.17K	0.15%
Sage Advisory Services, Ltd.Co.	29.60K	Mar 31, 26	-1.00K	0.15%
NATIONAL BANK OF CANADA /FI/	29.09K	Mar 31, 26	+472	0.15%
CI Private Wealth, LLC	28.06K	Mar 31, 26	+900	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	25.45K	Mar 31, 26	+18.10K	0.13%
OneAscent Financial Services LLC	24.90K	Mar 31, 26	-283	0.13%
Fortis Advisors, LLC	23.72K	Mar 31, 26	+6.30K	0.12%
Cetera Investment Advisers	23.20K	Mar 31, 26	-22.63K	0.12%
DAVENPORT & Co LLC	21.31K	Mar 31, 26	-22.75K	0.11%
Coastal Bridge Advisors, LLC	20.02K	Mar 31, 26	-36.96K	0.10%
MARSHALL WACE, LLP	19.20K	Mar 31, 26	+19.20K	0.10%
CITIGROUP INC	17.61K	Mar 31, 26	-585	0.09%
MERCER GLOBAL ADVISORS INC /ADV	17.47K	Mar 31, 26	-198	0.09%
Banque Cantonale Vaudoise	16.45K	Mar 31, 26	--	0.08%
BLAIR WILLIAM & CO/IL	16.08K	Mar 31, 26	+1.32K	0.08%
BANK OF MONTREAL /CAN/	15.88K	Mar 31, 26	-897	0.08%
JPMORGAN CHASE & CO	15.49K	Mar 31, 26	-26.49K	0.08%
Vivaldi Capital Management LP	13.81K	Mar 31, 26	+38	0.07%
FDx Advisors, Inc.	13.60K	Mar 31, 26	-1.41K	0.07%
Creative Planning	13.36K	Mar 31, 26	+2.14K	0.07%
Atria Investments, Inc	12.82K	Mar 31, 26	-25.28K	0.07%
NewEdge Wealth, LLC	12.78K	Mar 31, 26	+29	0.07%
Wealth Management Partners, LLC	12.57K	Mar 31, 26	+940	0.06%
Compagnie Lombard Odier SCmA	12.14K	Mar 31, 26	+1.65K	0.06%
Wharton Business Group, LLC	12.10K	Mar 31, 26	--	0.06%
DEUTSCHE BANK AG\	11.36K	Mar 31, 26	+2.97K	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	11.29K	Mar 31, 26	-22.25K	0.06%
Blue Fin Capital, Inc.	10.51K	Mar 31, 26	-136	0.05%
Quantinno Capital Management LP	9.85K	Mar 31, 26	-1.11K	0.05%
EVOKE WEALTH, LLC	9.79K	Mar 31, 26	--	0.05%
NewEdge Advisors, LLC	8.87K	Mar 31, 26	-2.85K	0.05%
Concurrent Investment Advisors, LLC	8.73K	Mar 31, 26	-3.73K	0.04%
ARCADIA INVESTMENT MANAGEMENT CORP/MI	8.50K	Mar 31, 26	+115	0.04%
BAILARD, INC.	8.28K	Mar 31, 26	+8.28K	0.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	7.64K	Mar 31, 26	-15.72K	0.04%
FIFTH THIRD BANCORP	7.23K	Mar 31, 26	+7.23K	0.04%
TWO SIGMA SECURITIES, LLC	6.38K	Mar 31, 26	+6.38K	0.03%
HARBOUR INVESTMENTS, INC.	6.35K	Mar 31, 26	+1.28K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	5.95K	Mar 31, 26	+296	0.03%
United Asset Strategies, Inc.	5.63K	Mar 31, 26	+3.21K	0.03%
Rockefeller Capital Management L.P.	5.51K	Mar 31, 26	-2.57K	0.03%
Federation des caisses Desjardins du Quebec	4.38K	Mar 31, 26	-230	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.23K	Mar 31, 26	-17.86K	0.02%
Summa Corp.	4.09K	Mar 31, 26	--	0.02%
Mandatum Life Insurance Co Ltd	3.96K	Mar 31, 26	--	0.02%
TRANSCEND CAPITAL ADVISORS, LLC	3.95K	Mar 31, 26	-8.27K	0.02%
Cambridge Investment Research Advisors, Inc.	3.93K	Mar 31, 26	-51	0.02%
BBR PARTNERS, LLC	3.80K	Mar 31, 26	--	0.02%
GTS SECURITIES LLC	3.78K	Mar 31, 26	+3.78K	0.02%
Waverly Advisors, LLC	3.62K	Mar 31, 26	-7.37K	0.02%
BROWN ADVISORY INC	3.50K	Mar 31, 26	--	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.38K	Mar 31, 26	-189	0.02%
Integrated Wealth Concepts LLC	3.29K	Mar 31, 26	-9	0.02%
Phillips Wealth Planners LLC	3.28K	Mar 31, 26	-6.61K	0.02%
Colony Group, LLC	3.21K	Mar 31, 26	+37	0.02%
Sharper & Granite LLC	3.00K	Mar 31, 26	--	0.02%
CAHILL FINANCIAL ADVISORS INC	2.89K	Mar 31, 26	--	0.01%
Belpointe Asset Management LLC	2.75K	Mar 31, 26	-3.96K	0.01%
Financial Council Asset Management Inc	2.68K	Mar 31, 26	+2.68K	0.01%
Simplicity Wealth,LLC	2.63K	Mar 31, 26	-5.46K	0.01%
STEPHENS INC /AR/	2.61K	Mar 31, 26	-5.17K	0.01%
FMR LLC	2.57K	Mar 31, 26	+54	0.01%
Addison Advisors LLC	2.51K	Mar 31, 26	--	0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	2.48K	Mar 31, 26	-484	0.01%
ADVISOR GROUP HOLDINGS, INC.	2.48K	Mar 31, 26	-904	0.01%
CWM, LLC	2.46K	Mar 31, 26	-1.47K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.44K	Mar 31, 26	-7.89K	0.01%
PFG Investments, LLC	2.30K	Mar 31, 26	--	0.01%
Guidance Point Advisors, LLC	2.27K	Mar 31, 26	+20	0.01%
MAI Capital Management	2.23K	Mar 31, 26	-222	0.01%
Steward Partners Investment Advisory, LLC	2.23K	Mar 31, 26	-59	0.01%
Diversified Trust Co	2.20K	Mar 31, 26	--	0.01%
Vestmark Advisory Solutions, Inc.	2.16K	Mar 31, 26	-79	0.01%
Mount Yale Investment Advisors, LLC	2.16K	Mar 31, 26	-79	0.01%
U.S. Capital Wealth Advisors, LLC	2.13K	Mar 31, 26	+2.13K	0.01%
Arkos Global Advisors	2.03K	Mar 31, 26	+2.03K	0.01%
WEBSTER BANK, N. A.	1.59K	Mar 31, 26	-213	0.01%
GeoWealth Management, LLC	1.37K	Mar 31, 26	-2.91K	0.01%
CULLEN/FROST BANKERS, INC.	1.17K	Mar 31, 26	-1.89K	0.01%
RICHARDSON FINANCIAL SERVICES INC.	1.12K	Mar 31, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	1.00K	Mar 31, 26	+328	0.01%
IFP Advisors, Inc	1.00K	Mar 31, 26	+500	0.01%
DELTA ASSET MANAGEMENT LLC/TN	950	Mar 31, 26	--	0.00%
AE Wealth Management LLC	721	Mar 31, 26	-84	0.00%
Larson Financial Group LLC	667	Mar 31, 26	--	0.00%
CARY STREET PARTNERS FINANCIAL LLC	597	Mar 31, 26	+166	0.00%
PRIVATE TRUST CO NA	575	Mar 31, 26	-167	0.00%
HAZLETT, BURT & WATSON, INC.	509	Mar 31, 26	--	0.00%
WHITTIER TRUST CO	382	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	365	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	300	Mar 31, 26	+300	0.00%
HANTZ FINANCIAL SERVICES, INC.	282	Mar 31, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	250	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	227	Mar 31, 26	-465	0.00%
Smithfield Trust Co	207	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	193	Mar 31, 26	+193	0.00%
HUNTINGTON NATIONAL BANK	188	Mar 31, 26	+46	0.00%
SIGNATUREFD, LLC	185	Mar 31, 26	-314	0.00%
Farther Finance Advisors, LLC	185	Mar 31, 26	+185	0.00%
US BANCORP \DE\	178	Mar 31, 26	+85	0.00%
NBC SECURITIES, INC.	166	Mar 31, 26	-17	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	161	Mar 31, 26	+9	0.00%
Advisory Services Network, LLC	153	Mar 31, 26	+153	0.00%
BlackRock, Inc.	110	Mar 31, 26	--	0.00%
Rossby Financial, LCC	105	Mar 31, 26	+105	0.00%
Aptus Capital Advisors, LLC	103	Mar 31, 26	--	0.00%
NOMURA ASSET MANAGEMENT CO LTD	100	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	91	Mar 31, 26	+91	0.00%
Atlantic Union Bankshares Corp	90	Mar 31, 26	--	0.00%
Allworth Financial LP	88	Mar 31, 26	-26	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	45	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	39	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	32	Mar 31, 26	+32	0.00%
Sound Income Strategies, LLC	22	Mar 31, 26	+22	0.00%
Founders Capital Management	22	Mar 31, 26	--	0.00%
Turtle Creek Wealth Advisors, LLC	21	Mar 31, 26	+21	0.00%
Tower Research Capital LLC (TRC)	20	Mar 31, 26	+6	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	12	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	10	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	7	Mar 31, 26	-31	0.00%
Anchor Investment Management, LLC	7	Mar 31, 26	+7	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-3.40K	--
Quadrature Capital Ltd	--	Mar 31, 26	-9.74K	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-18.23K	--
NORTHERN TRUST CORP	--	Mar 31, 26	-2.93K	--
Orion Capital Management LLC	--	Mar 31, 26	-61	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-3.61K	--
United Community Bank	--	Mar 31, 26	-234	--
BNP PARIBAS ARBITRAGE, SNC	--	Mar 31, 26	-44.90K	--
Csenge Advisory Group	--	Mar 31, 26	-2.87K	--
WealthCollab, LLC	--	Mar 31, 26	-238	--
Hilltop Holdings Inc.	--	Mar 31, 26	-4.44K	--
Ascent Group, LLC	--	Mar 31, 26	-5.44K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-816	--
SSA SWISS ADVISORS AG	41.33K	Dec 31, 25	+8.90K	0.21%
COMERICA BANK	11.93K	Dec 31, 25	-603	0.06%
Tolleson Wealth Management, Inc.	3.87K	Dec 31, 25	--	0.02%
SageView Advisory Group, LLC	838	Dec 31, 25	+838	0.00%
Global Retirement Partners, LLC	755	Dec 31, 25	+10	0.00%
CIBC Private Wealth Group, LLC	479	Dec 31, 25	+347	0.00%
Burt Wealth Advisors	11.14K	Sep 30, 25	--	0.06%
Atria Wealth Solutions, Inc.	3.33K	Jun 30, 25	+576	0.02%
First Horizon Advisors, Inc.	262	Jun 30, 25	+262	0.00%
Sandy Spring Bank	90	Mar 31, 25	--	0.00%
Madison Investment Advisors, LLC	440.47K	Dec 31, 24	+440.47K	2.24%
RAYMOND JAMES & ASSOCIATES	4.44K	Sep 30, 24	-11.78K	0.02%
Divergent Wealth Advisors	4.23K	Sep 30, 24	+50	0.02%
Cetera Advisor Networks LLC	4.34K	Mar 31, 24	+1.06K	0.02%
PFS INVESTMENTS INC.	91.58K	Jun 30, 23	-1.68K	0.47%
Kalos Management, Inc.	--	Jun 30, 23	-66	--
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-36	--
Kore Private Wealth LLC	4.03K	Sep 30, 22	-1.21K	0.02%
ACG Wealth	--	Sep 30, 22	-62	--
EXANE DERIVATIVES	2.72K	Jun 30, 22	--	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-245	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	58.73K	Mar 31, 22	+21.01K	0.30%
Carroll Financial Associates, Inc.	340	Dec 31, 21	+340	0.00%
NEXT Financial Group, Inc	42	Dec 31, 21	+42	0.00%
Pinnacle Wealth Advisors	2.44K	Jun 30, 21	+2.44K	0.01%
OLD MISSION CAPITAL, LLC	15.04K	Dec 31, 20	+15.04K	0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.12K	Dec 31, 19	+2	0.02%
Advisor Group, Inc.	1.22K	Dec 31, 19	--	0.01%
Edge Advisors, LLC	7.60K	Jun 30, 18	--	0.04%
BB&T INVESTMENT SERVICES, INC.	90	Dec 31, 17	--	0.00%
BARING ASSET MANAGEMENT Ltd	4.75K	Sep 30, 17	--	0.02%
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC	463	Sep 30, 17	--	0.00%
Virtu KCG Holdings LLC	13.33K	Jun 30, 17	+3.51K	0.07%
MSI Financial Services Inc	4.75K	Dec 31, 16	+242	0.02%
CITY NATIONAL BANK	6.03K	Sep 30, 15	+2.35K	0.03%
Jane Street Holding, LLC	39.67K	Dec 31, 13	+29.60K	0.20%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-13.26K	--

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Holder

Date

Change

% Held

BFI Infinity Ltd.

9.53K

Jun 30, 26

0.05%

Yoffe Investment Management, LLC

5.99K

Jun 30, 26

0.03%

HARRELL INVESTMENT PARTNERS, LLC

3.32K

Jun 30, 26

-124

0.02%

Wealthcare Advisory Partners LLC

1.84K

Jun 30, 26

+1.84K

0.01%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

BANK OF AMERICA CORP /DE/

889.18K

Mar 31, 26

-1.58M

4.53%

ENVESTNET ASSET MANAGEMENT INC

742.38K

Mar 31, 26

-1.07M

3.78%

RAYMOND JAMES FINANCIAL INC

595.64K

Mar 31, 26

-1.07M

3.03%

WestEnd Advisors, LLC

577.43K

Mar 31, 26

-1.12M

2.94%

Janney Montgomery Scott LLC

545.10K

Mar 31, 26

-985.63K

2.78%

Madison Asset Management, LLC

367.82K

Mar 31, 26

-24.82K

1.87%

Bank Julius Baer & Co. Ltd, Zurich

344.27K

Mar 31, 26

+14.64K

1.75%

Gateway Wealth Partners, LLC

343.12K

Mar 31, 26

+174.23K

1.75%

PGIM Custom Harvest LLC

340.18K

Mar 31, 26

+109.52K

1.73%

TRUIST FINANCIAL CORP

304.06K

Mar 31, 26

-546.59K

1.55%

ROYAL BANK OF CANADA

239.90K

Mar 31, 26

-47.50K

1.22%

LPL Financial LLC

226.99K

Mar 31, 26

-102.61K

1.16%

JANE STREET GROUP, LLC

225.43K

Mar 31, 26

+225.43K

1.15%

Vontobel Holding Ltd.

221.21K

Mar 31, 26

+221.21K

1.13%

VICTORY CAPITAL MANAGEMENT INC

220.20K

Mar 31, 26

-432.60K

1.12%

AdvisorShares Investments LLC

166.25K

Mar 31, 26

+166.25K

0.85%

MORGAN STANLEY

149.28K

Mar 31, 26

+4.34K

0.76%

ASSETMARK, INC

116.42K

Mar 31, 26

-199.78K

0.59%

FIRST AMERICAN TRUST, FSB

104.24K

Mar 31, 26

+6.00K

0.53%

FLOW TRADERS U.S. LLC

100.17K

Mar 31, 26

+100.17K

0.51%

WELLS FARGO & COMPANY/MN

93.35K

Mar 31, 26

-8.17K

0.48%

OLD MISSION CAPITAL LLC

91.79K

Mar 31, 26

+91.79K

0.47%

CITADEL ADVISORS LLC

90.71K

Mar 31, 26

+9.97K

0.46%

Nicholas Hoffman & Company, LLC.

70.50K

Mar 31, 26

0.36%

UBS Group AG

67.21K

Mar 31, 26

+18.86K

0.34%

Bank of New York Mellon Corp

64.63K

Mar 31, 26

-6.65K

0.33%

STIFEL FINANCIAL CORP

63.33K

Mar 31, 26

-55.66K

0.32%

Cerity Partners LLC

38.99K

Mar 31, 26

+1.72K

0.20%

Sanctuary Advisors, LLC

35.03K

Mar 31, 26

-23.38K

0.18%

HRT FINANCIAL LP

30.52K

Mar 31, 26

+30.52K

0.16%

Cartesian Growth Corp

30.25K

Mar 31, 26

-2.17K

0.15%

Sage Advisory Services, Ltd.Co.

29.60K

Mar 31, 26

-1.00K

0.15%

NATIONAL BANK OF CANADA /FI/

29.09K

Mar 31, 26

+472

0.15%

CI Private Wealth, LLC

28.06K

Mar 31, 26

+900

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

25.45K

Mar 31, 26

+18.10K

0.13%

OneAscent Financial Services LLC

24.90K

Mar 31, 26

-283

0.13%

Fortis Advisors, LLC

23.72K

Mar 31, 26

+6.30K

0.12%

Cetera Investment Advisers

23.20K

Mar 31, 26

-22.63K

0.12%

DAVENPORT & Co LLC

21.31K

Mar 31, 26

-22.75K

0.11%

Coastal Bridge Advisors, LLC

20.02K

Mar 31, 26

-36.96K

0.10%

MARSHALL WACE, LLP

19.20K

Mar 31, 26

+19.20K

0.10%

CITIGROUP INC

17.61K

Mar 31, 26

-585

0.09%

MERCER GLOBAL ADVISORS INC /ADV

17.47K

Mar 31, 26

-198

0.09%

Banque Cantonale Vaudoise

16.45K

Mar 31, 26

0.08%

BLAIR WILLIAM & CO/IL

16.08K

Mar 31, 26

+1.32K

0.08%

BANK OF MONTREAL /CAN/

15.88K

Mar 31, 26

-897

0.08%

JPMORGAN CHASE & CO

15.49K

Mar 31, 26

-26.49K

0.08%

Vivaldi Capital Management LP

13.81K

Mar 31, 26

+38

0.07%

FDx Advisors, Inc.

13.60K

Mar 31, 26

-1.41K

0.07%

Creative Planning

13.36K

Mar 31, 26

+2.14K

0.07%

Atria Investments, Inc

12.82K

Mar 31, 26

-25.28K

0.07%

NewEdge Wealth, LLC

12.78K

Mar 31, 26

+29

0.07%

Wealth Management Partners, LLC

12.57K

Mar 31, 26

+940

0.06%

Compagnie Lombard Odier SCmA

12.14K

Mar 31, 26

+1.65K

0.06%

Wharton Business Group, LLC

12.10K

Mar 31, 26

0.06%

DEUTSCHE BANK AG\

11.36K

Mar 31, 26

+2.97K

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

11.29K

Mar 31, 26

-22.25K

0.06%

Blue Fin Capital, Inc.

10.51K

Mar 31, 26

-136

0.05%

Quantinno Capital Management LP

9.85K

Mar 31, 26

-1.11K

0.05%

EVOKE WEALTH, LLC

9.79K

Mar 31, 26

0.05%

NewEdge Advisors, LLC

8.87K

Mar 31, 26

-2.85K

0.05%

Concurrent Investment Advisors, LLC

8.73K

Mar 31, 26

-3.73K

0.04%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

8.50K

Mar 31, 26

+115

0.04%

BAILARD, INC.

8.28K

Mar 31, 26

+8.28K

0.04%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

7.64K

Mar 31, 26

-15.72K

0.04%

FIFTH THIRD BANCORP

7.23K

Mar 31, 26

+7.23K

0.04%

TWO SIGMA SECURITIES, LLC

6.38K

Mar 31, 26

+6.38K

0.03%

HARBOUR INVESTMENTS, INC.

6.35K

Mar 31, 26

+1.28K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

5.95K

Mar 31, 26

+296

0.03%

United Asset Strategies, Inc.

5.63K

Mar 31, 26

+3.21K

0.03%

Rockefeller Capital Management L.P.

5.51K

Mar 31, 26

-2.57K

0.03%

Federation des caisses Desjardins du Quebec

4.38K

Mar 31, 26

-230

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.23K

Mar 31, 26

-17.86K

0.02%

Summa Corp.

4.09K

Mar 31, 26

0.02%

Mandatum Life Insurance Co Ltd

3.96K

Mar 31, 26

0.02%

TRANSCEND CAPITAL ADVISORS, LLC

3.95K

Mar 31, 26

-8.27K

0.02%

Cambridge Investment Research Advisors, Inc.

3.93K

Mar 31, 26

-51

0.02%

BBR PARTNERS, LLC

3.80K

Mar 31, 26

0.02%

GTS SECURITIES LLC

3.78K

Mar 31, 26

+3.78K

0.02%

Waverly Advisors, LLC

3.62K

Mar 31, 26

-7.37K

0.02%

BROWN ADVISORY INC

3.50K

Mar 31, 26

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.38K

Mar 31, 26

-189

0.02%

Integrated Wealth Concepts LLC

3.29K

Mar 31, 26

-9

0.02%

Phillips Wealth Planners LLC

3.28K

Mar 31, 26

-6.61K

0.02%

Colony Group, LLC

3.21K

Mar 31, 26

+37

0.02%

Sharper & Granite LLC

3.00K

Mar 31, 26

0.02%

CAHILL FINANCIAL ADVISORS INC

2.89K

Mar 31, 26

0.01%

Belpointe Asset Management LLC

2.75K

Mar 31, 26

-3.96K

0.01%

Financial Council Asset Management Inc

2.68K

Mar 31, 26

+2.68K

0.01%

Simplicity Wealth,LLC

2.63K

Mar 31, 26

-5.46K

0.01%

STEPHENS INC /AR/

2.61K

Mar 31, 26

-5.17K

0.01%

FMR LLC

2.57K

Mar 31, 26

+54

0.01%

Addison Advisors LLC

2.51K

Mar 31, 26

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

2.48K

Mar 31, 26

-484

0.01%

ADVISOR GROUP HOLDINGS, INC.

2.48K

Mar 31, 26

-904

0.01%

CWM, LLC

2.46K

Mar 31, 26

-1.47K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.44K

Mar 31, 26

-7.89K

0.01%

PFG Investments, LLC

2.30K

Mar 31, 26

0.01%

Guidance Point Advisors, LLC

2.27K

Mar 31, 26

+20

0.01%

MAI Capital Management

2.23K

Mar 31, 26

-222

0.01%

Steward Partners Investment Advisory, LLC

2.23K

Mar 31, 26

-59

0.01%

Diversified Trust Co

2.20K

Mar 31, 26

0.01%

Vestmark Advisory Solutions, Inc.

2.16K

Mar 31, 26

-79

0.01%

Mount Yale Investment Advisors, LLC

2.16K

Mar 31, 26

-79

0.01%

U.S. Capital Wealth Advisors, LLC

2.13K

Mar 31, 26

+2.13K

0.01%

Arkos Global Advisors

2.03K

Mar 31, 26

+2.03K

0.01%

WEBSTER BANK, N. A.

1.59K

Mar 31, 26

-213

0.01%

GeoWealth Management, LLC

1.37K

Mar 31, 26

-2.91K

0.01%

CULLEN/FROST BANKERS, INC.

1.17K

Mar 31, 26

-1.89K

0.01%

RICHARDSON FINANCIAL SERVICES INC.

1.12K

Mar 31, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

1.00K

Mar 31, 26

+328

0.01%

IFP Advisors, Inc

1.00K

Mar 31, 26

+500

0.01%

DELTA ASSET MANAGEMENT LLC/TN

950

Mar 31, 26

0.00%

AE Wealth Management LLC

721

Mar 31, 26

-84

0.00%

Larson Financial Group LLC

667

Mar 31, 26

0.00%

CARY STREET PARTNERS FINANCIAL LLC

597

Mar 31, 26

+166

0.00%

PRIVATE TRUST CO NA

575

Mar 31, 26

-167

0.00%

HAZLETT, BURT & WATSON, INC.

509

Mar 31, 26

0.00%

WHITTIER TRUST CO

382

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

365

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

300

Mar 31, 26

+300

0.00%

HANTZ FINANCIAL SERVICES, INC.

282

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

250

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

227

Mar 31, 26

-465

0.00%

Smithfield Trust Co

207

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

193

Mar 31, 26

+193

0.00%

HUNTINGTON NATIONAL BANK

188

Mar 31, 26

+46

0.00%

SIGNATUREFD, LLC

185

Mar 31, 26

-314

0.00%

Farther Finance Advisors, LLC

185

Mar 31, 26

+185

0.00%

US BANCORP \DE\

178

Mar 31, 26

+85

0.00%

NBC SECURITIES, INC.

166

Mar 31, 26

-17

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

161

Mar 31, 26

0.00%

Advisory Services Network, LLC

153

Mar 31, 26

+153

0.00%

BlackRock, Inc.

110

Mar 31, 26

0.00%

Rossby Financial, LCC

105

Mar 31, 26

+105

0.00%

Aptus Capital Advisors, LLC

103

Mar 31, 26

0.00%

NOMURA ASSET MANAGEMENT CO LTD

100

Mar 31, 26

0.00%

Western Wealth Management, LLC

Mar 31, 26

+91

0.00%

Atlantic Union Bankshares Corp

Mar 31, 26

0.00%

Allworth Financial LP

Mar 31, 26

-26

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+32

0.00%

Sound Income Strategies, LLC

Mar 31, 26

+22

0.00%

Founders Capital Management

Mar 31, 26

0.00%

Turtle Creek Wealth Advisors, LLC

Mar 31, 26

+21

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

-31

0.00%

Anchor Investment Management, LLC

Mar 31, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-3.40K

Quadrature Capital Ltd

Mar 31, 26

-9.74K

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-18.23K

NORTHERN TRUST CORP

Mar 31, 26

-2.93K

Orion Capital Management LLC

Mar 31, 26

-61

Ameritas Advisory Services, LLC

Mar 31, 26

-3.61K

United Community Bank

Mar 31, 26

-234

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-44.90K

Csenge Advisory Group

Mar 31, 26

-2.87K

WealthCollab, LLC

Mar 31, 26

-238

Hilltop Holdings Inc.

Mar 31, 26

-4.44K

Ascent Group, LLC

Mar 31, 26

-5.44K

Kestra Advisory Services, LLC

Mar 31, 26

-816

SSA SWISS ADVISORS AG

41.33K

Dec 31, 25

+8.90K

0.21%

COMERICA BANK

11.93K

Dec 31, 25

-603

0.06%

Tolleson Wealth Management, Inc.

3.87K

Dec 31, 25

0.02%

SageView Advisory Group, LLC

838

Dec 31, 25

+838

0.00%

Global Retirement Partners, LLC

755

Dec 31, 25

+10

0.00%

CIBC Private Wealth Group, LLC

479

Dec 31, 25

+347

0.00%

Burt Wealth Advisors

11.14K

Sep 30, 25

0.06%

Atria Wealth Solutions, Inc.

3.33K

Jun 30, 25

+576

0.02%

First Horizon Advisors, Inc.

262

Jun 30, 25

+262

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

Madison Investment Advisors, LLC

440.47K

Dec 31, 24

+440.47K

2.24%

RAYMOND JAMES & ASSOCIATES

4.44K

Sep 30, 24

-11.78K

0.02%

Divergent Wealth Advisors

4.23K

Sep 30, 24

+50

0.02%

Cetera Advisor Networks LLC

4.34K

Mar 31, 24

+1.06K

0.02%

PFS INVESTMENTS INC.

91.58K

Jun 30, 23

-1.68K

0.47%

Kalos Management, Inc.

Jun 30, 23

-66

BerganKDV Wealth Management, LLC

Jun 30, 23

-36

Kore Private Wealth LLC

4.03K

Sep 30, 22

-1.21K

0.02%

ACG Wealth

Sep 30, 22

-62

EXANE DERIVATIVES

2.72K

Jun 30, 22

0.01%

Private Capital Group, LLC

Jun 30, 22

-245

PARAMETRIC PORTFOLIO ASSOCIATES LLC

58.73K

Mar 31, 22

+21.01K

0.30%

Carroll Financial Associates, Inc.

340

Dec 31, 21

+340

0.00%

NEXT Financial Group, Inc

Dec 31, 21

+42

0.00%

Pinnacle Wealth Advisors

2.44K

Jun 30, 21

+2.44K

0.01%

OLD MISSION CAPITAL, LLC

15.04K

Dec 31, 20

+15.04K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.12K

Dec 31, 19

0.02%

Advisor Group, Inc.

1.22K

Dec 31, 19

0.01%

Edge Advisors, LLC

7.60K

Jun 30, 18

0.04%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

0.00%

BARING ASSET MANAGEMENT Ltd

4.75K

Sep 30, 17

0.02%

PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC

463

Sep 30, 17

0.00%

Virtu KCG Holdings LLC

13.33K

Jun 30, 17

+3.51K

0.07%

MSI Financial Services Inc

4.75K

Dec 31, 16

+242

0.02%

CITY NATIONAL BANK

6.03K

Sep 30, 15

+2.35K

0.03%

Jane Street Holding, LLC

39.67K

Dec 31, 13

+29.60K

0.20%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-13.26K