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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 |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.57K | Sep 30, 26 | -- | 0.01% |
| Montecito Bank & Trust | 3.80K | Sep 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 7.41M | Jun 30, 26 | -182.35K | 20.67% |
| ROYAL BANK OF CANADA | 4.59M | Jun 30, 26 | +927.44K | 12.79% |
| GOLDMAN SACHS GROUP INC | 3.93M | Jun 30, 26 | +38.81K | 10.96% |
| BANK OF AMERICA CORP /DE/ | 3.63M | Jun 30, 26 | -25.71K | 10.12% |
| BlackRock, Inc. | 1.99M | Jun 30, 26 | +9.60K | 5.56% |
| Asset Management One Co., Ltd. | 1.52M | Jun 30, 26 | -3.76K | 4.23% |
| MORGAN STANLEY | 1.44M | Jun 30, 26 | +8.26K | 4.02% |
| UBS Group AG | 557.40K | Jun 30, 26 | -15.28K | 1.56% |
| DEUTSCHE BANK AG\ | 316.21K | Jun 30, 26 | -27.42K | 0.88% |
| Amundi | 216.22K | Jun 30, 26 | +36.70K | 0.60% |
| AMERIPRISE FINANCIAL INC | 201.91K | Jun 30, 26 | +3.32K | 0.56% |
| SYON CAPITAL LLC | 189.42K | Jun 30, 26 | +38.91K | 0.53% |
| PNC FINANCIAL SERVICES GROUP, INC. | 155.90K | Jun 30, 26 | -1.90K | 0.43% |
| Rathbones Group PLC | 134.43K | Jun 30, 26 | +14.56K | 0.38% |
| MV CAPITAL MANAGEMENT, INC. | 132.26K | Jun 30, 26 | +131.71K | 0.37% |
| WELLS FARGO & COMPANY/MN | 131.44K | Jun 30, 26 | -3.57K | 0.37% |
| Banco Santander, S.A. | 130.22K | Jun 30, 26 | -92.44K | 0.36% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 122.55K | Jun 30, 26 | +34 | 0.34% |
| Kovitz Investment Group Partners, LLC | 113.26K | Jun 30, 26 | -3.26K | 0.32% |
| CITIGROUP INC | 111.55K | Jun 30, 26 | +8 | 0.31% |
| Rockefeller Capital Management L.P. | 110.56K | Jun 30, 26 | +3.04K | 0.31% |
| Cetera Investment Advisers | 107.40K | Jun 30, 26 | +19.66K | 0.30% |
| Ascent Group, LLC | 86.73K | Jun 30, 26 | +24.78K | 0.24% |
| BTG Pactual Asset Management US LLC | 80.45K | Jun 30, 26 | +1.07K | 0.22% |
| LMCG INVESTMENTS, LLC | 74.23K | Jun 30, 26 | -2.83K | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 70.88K | Jun 30, 26 | -466 | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 70.84K | Jun 30, 26 | -2.02K | 0.20% |
| HSBC HOLDINGS PLC | 65.88K | Jun 30, 26 | -4.90K | 0.18% |
| Cordoba Advisory Partners LLC | 64.47K | Jun 30, 26 | +3.52K | 0.18% |
| Sanctuary Advisors, LLC | 56.45K | Jun 30, 26 | -974 | 0.16% |
| Stelac Advisory Services LLC | 52.15K | Jun 30, 26 | +582 | 0.15% |
| Synergy Asset Management, LLC | 51.27K | Jun 30, 26 | +14.63K | 0.14% |
| MML INVESTORS SERVICES, LLC | 49.59K | Jun 30, 26 | +8.71K | 0.14% |
| LPL Financial LLC | 48.78K | Jun 30, 26 | -39.98K | 0.14% |
| Sharper & Granite LLC | 46.41K | Jun 30, 26 | -2.35K | 0.13% |
| PARK AVENUE SECURITIES LLC | 44.53K | Jun 30, 26 | +8.91K | 0.12% |
| NLB Skladi, upravljanje premozenja, d.o.o. | 39.29K | Jun 30, 26 | +1.31K | 0.11% |
| TRUIST FINANCIAL CORP | 37.52K | Jun 30, 26 | -631 | 0.10% |
| Prosperity Consulting Group, LLC | 34.56K | Jun 30, 26 | +1.07K | 0.10% |
| Cerity Partners LLC | 33.73K | Jun 30, 26 | +10.59K | 0.09% |
| CI Private Wealth, LLC | 31.91K | Jun 30, 26 | -11.56K | 0.09% |
| FIL Ltd | 31.76K | Jun 30, 26 | +640 | 0.09% |
| Robertson Stephens Wealth Management, LLC | 29.45K | Jun 30, 26 | -222 | 0.08% |
| AQR CAPITAL MANAGEMENT LLC | 28.14K | Jun 30, 26 | +28.14K | 0.08% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 27.30K | Jun 30, 26 | -- | 0.08% |
| Integris Wealth Management, LLC | 27.09K | Jun 30, 26 | -6.47K | 0.08% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 25.35K | Jun 30, 26 | +1.41K | 0.07% |
| GFS Advisors, LLC | 25.00K | Jun 30, 26 | -- | 0.07% |
| SageView Advisory Group, LLC | 24.24K | Jun 30, 26 | +3.42K | 0.07% |
| Bank of New York Mellon Corp | 23.84K | Jun 30, 26 | +249 | 0.07% |
| Resolute Advisors LLC | 21.91K | Jun 30, 26 | +330 | 0.06% |
| Creative Planning | 21.31K | Jun 30, 26 | +3.06K | 0.06% |
| LEE DANNER & BASS INC | 21.02K | Jun 30, 26 | -- | 0.06% |
| Brinker Capital Investments, LLC | 20.87K | Jun 30, 26 | +7.66K | 0.06% |
| Karnit Road Accident Victims Compensation Fund | 19.71K | Jun 30, 26 | +940 | 0.05% |
| Financial Management Professionals, Inc. | 17.51K | Jun 30, 26 | +17.51K | 0.05% |
| Csenge Advisory Group | 17.49K | Jun 30, 26 | +1.56K | 0.05% |
| swisspartners Advisors Ltd | 17.36K | Jun 30, 26 | -- | 0.05% |
| Waverly Advisors, LLC | 17.20K | Jun 30, 26 | -1.20K | 0.05% |
| Israel Discount Bank of New York | 16.90K | Jun 30, 26 | +2.40K | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 16.82K | Jun 30, 26 | +16.82K | 0.05% |
| STIFEL FINANCIAL CORP | 16.79K | Jun 30, 26 | +448 | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16.62K | Jun 30, 26 | +3.71K | 0.05% |
| Daiwa Securities Group Inc. | 15.87K | Jun 30, 26 | +792 | 0.04% |
| Global Retirement Partners, LLC | 15.13K | Jun 30, 26 | +15.13K | 0.04% |
| TCTC Holdings, LLC | 15.00K | Jun 30, 26 | -1.20K | 0.04% |
| Next Level Private LLC | 13.67K | Jun 30, 26 | +119 | 0.04% |
| Wealthspire Advisors, LLC | 13.30K | Jun 30, 26 | +5.96K | 0.04% |
| KEYBANK NATIONAL ASSOCIATION/OH | 13.23K | Jun 30, 26 | -1.24K | 0.04% |
| Invesco Ltd. | 13.20K | Jun 30, 26 | +37 | 0.04% |
| NAVELLIER & ASSOCIATES INC | 13.05K | Jun 30, 26 | +13.05K | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.32K | Jun 30, 26 | -405 | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 11.63K | Jun 30, 26 | +2.56K | 0.03% |
| INSIGNEO ADVISORY SERVICES, LLC | 11.38K | Jun 30, 26 | +701 | 0.03% |
| BLAIR WILLIAM & CO/IL | 11.04K | Jun 30, 26 | -344 | 0.03% |
| TWO SIGMA SECURITIES, LLC | 11.02K | Jun 30, 26 | +3.42K | 0.03% |
| Onyx Bridge Wealth Group LLC | 10.84K | Jun 30, 26 | -22.43K | 0.03% |
| IFP Advisors, Inc | 10.39K | Jun 30, 26 | +1.74K | 0.03% |
| BESSEMER GROUP INC | 10.01K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 9.90K | Jun 30, 26 | -201 | 0.03% |
| PRINCIPAL SECURITIES, INC. | 9.61K | Jun 30, 26 | +2.28K | 0.03% |
| FIRST HORIZON CORP | 9.29K | Jun 30, 26 | -- | 0.03% |
| Quantinno Capital Management LP | 9.27K | Jun 30, 26 | -- | 0.03% |
| Nuveen, LLC | 9.24K | Jun 30, 26 | +9.24K | 0.03% |
| JANE STREET GROUP, LLC | 9.23K | Jun 30, 26 | -44.98K | 0.03% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 9.16K | Jun 30, 26 | -- | 0.03% |
| Checchi Capital Advisers, LLC | 9.12K | Jun 30, 26 | -68.60K | 0.03% |
| HighTower Advisors, LLC | 8.79K | Jun 30, 26 | -14 | 0.02% |
| BECKER CAPITAL MANAGEMENT INC | 8.55K | Jun 30, 26 | -- | 0.02% |
| METLIFE INC | 8.54K | Jun 30, 26 | -- | 0.02% |
| FMR LLC | 8.50K | Jun 30, 26 | +458 | 0.02% |
| Yoffe Investment Management, LLC | 8.16K | Jun 30, 26 | -- | 0.02% |
| Janney Montgomery Scott LLC | 8.07K | Jun 30, 26 | +8.07K | 0.02% |
| COMPASS CAPITAL CORP /MA/ /ADV | 8.01K | Jun 30, 26 | +8.01K | 0.02% |
| COOPERMAN LEON G | 7.61K | Jun 30, 26 | -- | 0.02% |
| HUNTINGTON NATIONAL BANK | 7.42K | Jun 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 7.38K | Jun 30, 26 | +1.51K | 0.02% |
| Merit Financial Group, LLC | 7.33K | Jun 30, 26 | +3.36K | 0.02% |
| Lido Advisors, LLC | 7.20K | Jun 30, 26 | -39 | 0.02% |
| MONTAG A & ASSOCIATES INC | 6.90K | Jun 30, 26 | -- | 0.02% |
| PGIM Custom Harvest LLC | 6.66K | Jun 30, 26 | +25 | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.60K | Jun 30, 26 | -3.22K | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 6.59K | Jun 30, 26 | -1.54K | 0.02% |
| Hilltop Holdings Inc. | 6.50K | Jun 30, 26 | -44.58K | 0.02% |
| Private Advisor Group, LLC | 6.40K | Jun 30, 26 | +1.73K | 0.02% |
| NORTHERN TRUST CORP | 6.34K | Jun 30, 26 | -395 | 0.02% |
| Wharton Business Group, LLC | 6.22K | Jun 30, 26 | -905 | 0.02% |
| Curat Global, LLC | 6.17K | Jun 30, 26 | -3.19K | 0.02% |
| Compagnie Lombard Odier SCmA | 6.15K | Jun 30, 26 | -- | 0.02% |
| JOHNSON INVESTMENT COUNSEL INC | 5.97K | Jun 30, 26 | +633 | 0.02% |
| Sterling Investment Counsel, LLC | 5.82K | Jun 30, 26 | +825 | 0.02% |
| VERITY Wealth Advisors | 5.74K | Jun 30, 26 | -- | 0.02% |
| Beacon Pointe Advisors, LLC | 5.53K | Jun 30, 26 | -1.39K | 0.02% |
| SBI Securities Co., Ltd. | 5.50K | Jun 30, 26 | -284 | 0.02% |
| Sequoia Financial Advisors, LLC | 5.36K | Jun 30, 26 | -- | 0.01% |
| DARA CAPITAL US, INC. | 5.29K | Jun 30, 26 | -- | 0.01% |
| Russell Investments Group, Ltd. | 5.17K | Jun 30, 26 | +1.88K | 0.01% |
| Rehmann Capital Advisory Group | 5.15K | Jun 30, 26 | -- | 0.01% |
| Forum Finance Group S.A. | 4.76K | Jun 30, 26 | +1.67K | 0.01% |
| BLALOCK WILLIAMS, LLC | 4.73K | Jun 30, 26 | +574 | 0.01% |
| CITADEL ADVISORS LLC | 4.71K | Jun 30, 26 | -264.80K | 0.01% |
| TPG Financial Advisors, LLC | 4.66K | Jun 30, 26 | +714 | 0.01% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.57K | Jun 30, 26 | -- | 0.01% |
| GenTrust, LLC | 4.49K | Jun 30, 26 | -- | 0.01% |
| CHOREO, LLC | 4.33K | Jun 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 4.28K | Jun 30, 26 | -- | 0.01% |
| Arkadios Wealth Advisors | 4.27K | Jun 30, 26 | +162 | 0.01% |
| Pensionmark Financial Group, LLC | 4.20K | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 4.05K | Jun 30, 26 | +218 | 0.01% |
| Resonant Capital Advisors, LLC | 4.00K | Jun 30, 26 | -- | 0.01% |
| CVA Family Office, LLC | 3.92K | Jun 30, 26 | -- | 0.01% |
| Savant Capital, LLC | 3.88K | Jun 30, 26 | +3.88K | 0.01% |
| Squarepoint Ops LLC | 3.86K | Jun 30, 26 | -12.41K | 0.01% |
| Advisors Capital Management, LLC | 3.82K | Jun 30, 26 | +3.82K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.47K | Jun 30, 26 | -245 | 0.01% |
| US BANCORP \DE\ | 3.40K | Jun 30, 26 | +40 | 0.01% |
| Cherry Tree Wealth Management, LLC | 2.92K | Jun 30, 26 | -- | 0.01% |
| Synergy Investment Management, LLC | 2.85K | Jun 30, 26 | +2.85K | 0.01% |
| USA FINANCIAL FORMULAS | 2.61K | Jun 30, 26 | +2.61K | 0.01% |
| RICHARDSON FINANCIAL SERVICES INC. | 2.25K | Jun 30, 26 | +1.97K | 0.01% |
| Acropolis Investment Management, LLC | 2.21K | Jun 30, 26 | -- | 0.01% |
| Continuum Advisory, LLC | 1.82K | Jun 30, 26 | +1.82K | 0.01% |
| Qube Research & Technologies Ltd | 1.74K | Jun 30, 26 | +1.66K | 0.00% |
| Steward Partners Investment Advisory, LLC | 1.58K | Jun 30, 26 | +327 | 0.00% |
| SRS Capital Advisors, Inc. | 1.43K | Jun 30, 26 | -1.35K | 0.00% |
| 3 FACTOR INDEXING, LLC | 1.32K | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.20K | Jun 30, 26 | -3.72K | 0.00% |
| Ancora Advisors, LLC | 1.10K | Jun 30, 26 | -- | 0.00% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.06K | Jun 30, 26 | -340 | 0.00% |
| CENTRAL TRUST Co | 1.02K | Jun 30, 26 | -- | 0.00% |
| Breakwater Investment Management | 1.00K | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 1.00K | Jun 30, 26 | -2.00K | 0.00% |
| BigSur Wealth Management LLC | 980 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 976 | Jun 30, 26 | +1 | 0.00% |
| Institute for Wealth Management, LLC. | 950 | Jun 30, 26 | +950 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 911 | Jun 30, 26 | +309 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 861 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 754 | Jun 30, 26 | -205 | 0.00% |
| Rossby Financial, LCC | 554 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 430 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 300 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Advisors | 300 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 298 | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 266 | Jun 30, 26 | +266 | 0.00% |
| Frazier Financial Advisors, LLC | 263 | Jun 30, 26 | -224 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 250 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 248 | Jun 30, 26 | +21 | 0.00% |
| Glass Jacobson Investment Advisors llc | 225 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 190 | Jun 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 189 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 186 | Jun 30, 26 | +70 | 0.00% |
| Allworth Financial LP | 169 | Jun 30, 26 | -- | 0.00% |
| Asset Dedication, LLC | 127 | Jun 30, 26 | -1.10K | 0.00% |
| Ronald Blue Trust, Inc. | 124 | Jun 30, 26 | +124 | 0.00% |
| Delos Wealth Advisors, LLC | 112 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 101 | Jun 30, 26 | -- | 0.00% |
| Davis Capital Management | 90 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 86 | Jun 30, 26 | +86 | 0.00% |
| Aventura Private Wealth, LLC | 80 | Jun 30, 26 | -- | 0.00% |
| Coastal Investment Advisors, Inc. | 78 | Jun 30, 26 | +78 | 0.00% |
| WHITTIER TRUST CO | 75 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 69 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 63 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 60 | Jun 30, 26 | -- | 0.00% |
| PEOPLES FINANCIAL SERVICES CORP. | 50 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 40 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 36 | Jun 30, 26 | -9 | 0.00% |
| Aptus Capital Advisors, LLC | 33 | Jun 30, 26 | +33 | 0.00% |
| TSFG, LLC | 31 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 27 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 27 | Jun 30, 26 | -- | 0.00% |
| Johnson Financial Group, Inc. | 21 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 18 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 17 | Jun 30, 26 | -1 | 0.00% |
| Newbridge Financial Services Group, Inc. | 15 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 14 | Jun 30, 26 | -27 | 0.00% |
| Fortis Group Advisors, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 2 | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | -- | Jun 30, 26 | -48 | -- |
| Itau Unibanco Holding S.A. | -- | Jun 30, 26 | -4.00K | -- |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | -- | Jun 30, 26 | -18.80K | -- |
| Golden State Wealth Management, LLC | -- | Jun 30, 26 | -55 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -788 | -- |
| Ameritas Advisory Services, LLC | -- | Jun 30, 26 | -18.30K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -8 | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -8.57K | -- |
| Forthright Family Wealth Advisory LLC | -- | Jun 30, 26 | -4.75K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -10.41K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -21.38K | -- |
| Aberdeen Wealth Management LLC | -- | Jun 30, 26 | -300 | -- |
| Activest Wealth Management | -- | Jun 30, 26 | -735 | -- |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -500 | -- |
| SOA Wealth Advisors, LLC. | -- | Jun 30, 26 | -503 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -223 | -- |
| Skopos Labs, Inc. | 8.88K | Mar 31, 26 | +138 | 0.02% |
| Evelyn Partners Asset Management Ltd | 4.44K | Mar 31, 26 | -559 | 0.01% |
| Evelyn Partners Investment Management LLP | 3.30K | Mar 31, 26 | -- | 0.01% |
| USA Financial Portformulas Corp | 2.26K | Mar 31, 26 | -367 | 0.01% |
| Evelyn Partners Investment Management (Europe) Ltd | 267 | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 264 | Mar 31, 26 | +240 | 0.00% |
| COMERICA BANK | 9.42K | Dec 31, 25 | +150 | 0.03% |
| CIBC Private Wealth Group, LLC | 500 | Dec 31, 25 | -- | 0.00% |
| Glenmede Investment Management, LP | 600 | Sep 30, 25 | -- | 0.00% |
| First Horizon Advisors, Inc. | 9.29K | Jun 30, 25 | -- | 0.03% |
| Family Firm, Inc. | -- | Jun 30, 25 | -6.70K | -- |
| Money Design Co.,Ltd. | -- | Jun 30, 25 | -390.67K | -- |
| SignalPoint Asset Management, LLC | 4.59K | Dec 31, 24 | -95 | 0.01% |
| HBC Financial Services, PLLC | 36 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 59.53K | Sep 30, 24 | +46.22K | 0.17% |
| RAYMOND JAMES TRUST N.A. | 41.00K | Sep 30, 24 | -- | 0.11% |
| Raymond James Financial Services Advisors, Inc. | 32.37K | Sep 30, 24 | +190 | 0.09% |
| ETFIDEA, LLC | 6.49K | Sep 30, 24 | -- | 0.02% |
| Naples Money Management LLC | -- | Sep 30, 24 | -16 | -- |
| BlackRock Inc. | 1.87M | Jun 30, 24 | -10.10K | 5.20% |
| Greytown Advisors Inc. | 80.07K | Jun 30, 24 | -2.02K | 0.22% |
| EMFO, LLC | 875 | Jun 30, 24 | -- | 0.00% |
| Private Ocean, LLC | 569 | Jun 30, 24 | +569 | 0.00% |
| Cetera Advisor Networks LLC | 9.55K | Mar 31, 24 | +3.07K | 0.03% |
| CAMBRIDGE TRUST CO | 300 | Mar 31, 24 | -3.33K | 0.00% |
| Connectus Wealth, LLC | -- | Mar 31, 24 | -55.90K | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 32.97K | Sep 30, 23 | -3.39K | 0.09% |
| Column Capital Advisors, LLC | 300 | Sep 30, 23 | -173 | 0.00% |
| Endurance Wealth Management, Inc. | 1.18K | Jun 30, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 3 | Mar 31, 23 | +3 | 0.00% |
| EATON VANCE MANAGEMENT | 49.16K | Sep 30, 22 | -18.48K | 0.14% |
| Covington Capital Management | 44.34K | Sep 30, 22 | -- | 0.12% |
| Kore Private Wealth LLC | 30.73K | Sep 30, 22 | +3.13K | 0.09% |
| 55I, LLC | 21.90K | Sep 30, 22 | -537 | 0.06% |
| MUFG Americas Holdings Corp | 500 | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 140 | Sep 30, 22 | -- | 0.00% |
| Surevest, LLC | 19 | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | -- | Sep 30, 22 | -244 | -- |
| BREWIN DOLPHIN LTD | 3.94K | Jun 30, 22 | -- | 0.01% |
| Enterprise Trust & Investment Co | -- | Jun 30, 22 | -210 | -- |
| Lenox Wealth Advisors, LLC | 24 | Mar 31, 22 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 328 | Dec 31, 21 | -- | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 81 | Dec 31, 21 | -- | 0.00% |
| NorthCoast Asset Management LLC | 375.08K | Sep 30, 21 | +9.19K | 1.05% |
| CEDAR CAPITAL, LLC | 11.66K | Sep 30, 21 | +253 | 0.03% |
| Vontobel Swiss Wealth Advisors AG | 9.37K | Jun 30, 21 | +865 | 0.03% |
| PICTET ASSET MANAGEMENT LTD | 4.29K | Jun 30, 21 | -1.07K | 0.01% |
| Pinnacle Advisory Group, Inc. | 620.33K | Mar 31, 21 | +139.07K | 1.73% |
| OLD MISSION CAPITAL, LLC | 15.80K | Dec 31, 20 | +15.80K | 0.04% |
| Winslow, Evans & Crocker, Inc. | 151 | Dec 31, 20 | -- | 0.00% |
| Lenox Wealth Management, Inc. | 401 | Jun 30, 20 | +342 | 0.00% |
| Foothills Asset Management, Ltd. | 41.86K | Mar 31, 20 | -3.02K | 0.12% |
| Osborn Williams & Donohoe LLC | 17.60K | Mar 31, 20 | -- | 0.05% |
| Squar Milner Financial Services LLC | 142 | Mar 31, 20 | -- | 0.00% |
| Sensato Investors LLC | -- | Mar 31, 20 | -5.30K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9.37K | Dec 31, 19 | +356 | 0.03% |
| Advisor Group, Inc. | 7.22K | Dec 31, 19 | -1.04K | 0.02% |
| SUNTRUST BANKS INC | 44.44K | Sep 30, 19 | -4.85K | 0.12% |
| BB&T SECURITIES, LLC | 10.04K | Sep 30, 19 | +340 | 0.03% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 555 | Sep 30, 19 | -238 | 0.00% |
| Manifold Partners, LLC | 11.30K | Jun 30, 19 | -8.30K | 0.03% |
| Weatherstone Capital Management | 22.75K | Mar 31, 19 | +22.75K | 0.06% |
| Daiwa SB Investments Ltd. | 1.42K | Mar 31, 19 | +800 | 0.00% |
| WealthTrust Fairport, LLC | 140 | Mar 31, 19 | -- | 0.00% |
| NEXT Financial Holdings | 132 | Mar 31, 19 | +132 | 0.00% |
| Catamount Wealth Management | 68 | Mar 31, 19 | -- | 0.00% |
| Lattice Strategies LLC | -- | Mar 31, 19 | -7.81K | -- |
| Opera Trading Capital | -- | Dec 31, 18 | -267 | -- |
| BB&T INVESTMENT SERVICES, INC. | 33 | Dec 31, 17 | -- | 0.00% |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 133.71K | Sep 30, 17 | -- | 0.37% |
| ROBERTSON STEPHENS ADVISORS LLC | 59.08K | Sep 30, 17 | +27.70K | 0.16% |
| Commonwealth Equity Services, Inc | 51.86K | Jun 30, 17 | -36.97K | 0.14% |
| WFG Advisors, LP | 168 | Jun 30, 17 | -- | 0.00% |
| FIRST FINANCIAL EQUITY CORPORATION | 45.46K | Mar 31, 17 | +45.46K | 0.13% |
| BlackRock Japan Co. Ltd | 1.43M | Dec 31, 16 | +238.21K | 3.99% |
| BlackRock Group LTD | 112.77K | Dec 31, 16 | +14.97K | 0.31% |
| MSI Financial Services Inc | 16.00K | Dec 31, 16 | +1.01K | 0.04% |
| Stanford Investment Group, Inc. | 2.06K | Dec 31, 16 | -- | 0.01% |
| HIGH POINT BANK & TRUST CO | 290 | Dec 31, 16 | -- | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -1.47K | -- |
| Lombard Odier Transatlantic Ltd | 90.70K | Sep 30, 16 | -- | 0.25% |
| ADVISOR CONSULTANT NETWORK INC | 67.48K | Sep 30, 16 | +67.48K | 0.19% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1.80K | Sep 30, 16 | -- | 0.01% |
| WESTPORT RESOURCES MANAGEMENT INC | 900 | Sep 30, 16 | -- | 0.00% |
| SOCIETE GENERALE | 119.32K | Jun 30, 16 | +119.32K | 0.33% |
| CURIAN CAPITAL LLC | 159.58K | Dec 31, 15 | -72.06K | 0.45% |
| STRATTON MANAGEMENT CO | 41.00K | Dec 31, 15 | -15.00K | 0.11% |
| Pinnacle Summer Investments, Inc. | 734 | Dec 31, 15 | -11.00K | 0.00% |
| Convergent Wealth Advisors | 128.78K | Sep 30, 15 | -- | 0.36% |
| TRIANGLE PEAK PARTNERS, LP | -- | Sep 30, 15 | -19.75K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 3.10M | Jun 30, 15 | +720.05K | 8.64% |
| BOSTON PRIVATE BANK & TRUST CO | 32.57K | Mar 31, 15 | -553 | 0.09% |
| BAIRD ROBERT W & CO INC /WI/ | 21.48K | Mar 31, 15 | -61.61K | 0.06% |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 100 | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.32K | Dec 31, 14 | +59 | 0.00% |
| SHAPIRO ROBERT N | 592 | Dec 31, 14 | -- | 0.00% |
| FOUNDERS BANK & TRUST | 415 | Dec 31, 14 | -1.22K | 0.00% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -44.43K | -- |
| UBS AG | 306.38K | Sep 30, 14 | -20.06K | 0.85% |
| Cobble Hill Financial Services, INC | 60.00K | Sep 30, 14 | -- | 0.17% |
| McAdams Wright Ragen, Inc. | 6.50K | Sep 30, 14 | -- | 0.02% |
| COMMUNITY BANK SYSTEM, INC. | 495 | Sep 30, 14 | -- | 0.00% |
| LILLEY & CO | 142.46K | Jun 30, 14 | +1.93K | 0.40% |
| Wilmington Trust, National Association | 7.79K | Jun 30, 14 | -- | 0.02% |
| WILMINGTON TRUST CO | 5.00K | Jun 30, 14 | -- | 0.01% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -10.93K | -- |
| Jane Street Holding, LLC | 9.70K | Dec 31, 13 | +4.00K | 0.03% |
| Willow Street Advisors LLC | 9.05K | Dec 31, 13 | -- | 0.03% |
| Daiwa Capital Markets America Inc. | 580 | Dec 31, 13 | +580 | 0.00% |
| Irish Life Investment Managers Ltd. | 436.44K | Jun 30, 13 | -45.51K | 1.22% |
| KNIGHT CAPITAL GROUP LLC | 7.91K | Jun 30, 13 | -2.74K | 0.02% |
| First Allied Securities, Inc. | 5.54K | Jun 30, 12 | -1.58K | 0.02% |
| Boston Trust Walden Co | -- | Dec 31, 11 | -1.80K | -- |
| RAYTHEON CO/ | 840.88K | Dec 31, 10 | +840.88K | 2.35% |
| NOLLENBERGER CAPITAL PARTNERS INC | 550 | Dec 31, 10 | -50 | 0.00% |
| Lloyds Bank plc | 1.65K | Dec 31, 09 | -390 | 0.00% |
| RBC Phillips, Hager & North Investment Counsel Inc. | 31.49K | Sep 30, 09 | +2.48K | 0.09% |
| RBC Private Counsel (USA) Inc. | 23.17K | Sep 30, 09 | +315 | 0.06% |
| RBC Trust Co (International) Ltd | 13.64K | Jun 30, 09 | +13.64K | 0.04% |
| RBC Dominion Securities Inc. | 90.53K | Dec 31, 08 | -50.15K | 0.25% |
| PEOPLES BANCORP INC | 14.40K | Sep 30, 07 | +9.43K | 0.04% |