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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 |
|---|---|---|---|---|
| BlackRock, Inc. | 6.31M | Jun 30, 26 | +5.81M | 23.65% |
| BANK OF AMERICA CORP /DE/ | 2.19M | Jun 30, 26 | +78.62K | 8.20% |
| MORGAN STANLEY | 1.21M | Jun 30, 26 | +144.00K | 4.52% |
| Fisher Asset Management, LLC | 1.08M | Jun 30, 26 | -35.21K | 4.04% |
| UBS Group AG | 1.05M | Jun 30, 26 | +148.51K | 3.92% |
| Allspring Global Investments Holdings, LLC | 917.02K | Jun 30, 26 | -34.15K | 3.44% |
| 1607 Capital Partners, LLC | 885.75K | Jun 30, 26 | -418.77K | 3.32% |
| Vontobel Holding Ltd. | 648.68K | Jun 30, 26 | -12.26K | 2.43% |
| Millburn Ridgefield Corp | 575.55K | Jun 30, 26 | +34.52K | 2.16% |
| Catalyst Capital Advisors LLC | 575.55K | Jun 30, 26 | +34.52K | 2.16% |
| Bank Julius Baer & Co. Ltd, Zurich | 565.16K | Jun 30, 26 | +278.04K | 2.12% |
| JPMORGAN CHASE & CO | 394.01K | Jun 30, 26 | +71.83K | 1.48% |
| Lido Advisors, LLC | 337.13K | Jun 30, 26 | +43.62K | 1.26% |
| Trajan Wealth LLC | 332.80K | Jun 30, 26 | +10.25K | 1.25% |
| GenTrust, LLC | 316.52K | Jun 30, 26 | +13.27K | 1.19% |
| Rice Partnership, LLC | 243.50K | Jun 30, 26 | +111.91K | 0.91% |
| Waverly Advisors, LLC | 230.56K | Jun 30, 26 | +4.85K | 0.86% |
| PGIM Custom Harvest LLC | 193.53K | Jun 30, 26 | +61.58K | 0.73% |
| LPL Financial LLC | 179.46K | Jun 30, 26 | -5.73K | 0.67% |
| SSA SWISS ADVISORS AG | 140.24K | Jun 30, 26 | -898 | 0.53% |
| WELLS FARGO & COMPANY/MN | 134.06K | Jun 30, 26 | +9.82K | 0.50% |
| JANE STREET GROUP, LLC | 125.02K | Jun 30, 26 | +125.02K | 0.47% |
| Pictet North America Advisors SA | 109.41K | Jun 30, 26 | -9.54K | 0.41% |
| HighTower Advisors, LLC | 102.42K | Jun 30, 26 | +399 | 0.38% |
| GOLDMAN SACHS GROUP INC | 101.69K | Jun 30, 26 | +50.87K | 0.38% |
| ROYAL BANK OF CANADA | 97.15K | Jun 30, 26 | +40.38K | 0.36% |
| Ameliora Wealth Management Ltd. | 84.39K | Jun 30, 26 | +54.89K | 0.32% |
| Compagnie Lombard Odier SCmA | 76.23K | Jun 30, 26 | -3.88K | 0.29% |
| TD Waterhouse Canada Inc. | 75.19K | Jun 30, 26 | +4.53K | 0.28% |
| CSM Advisors, LLC | 69.68K | Jun 30, 26 | -5.01K | 0.26% |
| Equitable Holdings, Inc. | 67.63K | Jun 30, 26 | +2.90K | 0.25% |
| Climber Capital SA | 61.83K | Jun 30, 26 | +678 | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 58.88K | Jun 30, 26 | +1.84K | 0.22% |
| Creative Planning | 51.82K | Jun 30, 26 | +3.81K | 0.19% |
| HSBC HOLDINGS PLC | 47.05K | Jun 30, 26 | +1.69K | 0.18% |
| Sanctuary Advisors, LLC | 46.77K | Jun 30, 26 | +434 | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.89K | Jun 30, 26 | +39.89K | 0.15% |
| Rockefeller Capital Management L.P. | 39.63K | Jun 30, 26 | +261 | 0.15% |
| BTG Pactual Asset Management US LLC | 34.18K | Jun 30, 26 | +16.00K | 0.13% |
| ZACKS INVESTMENT MANAGEMENT | 34.15K | Jun 30, 26 | -1.96K | 0.13% |
| M&T BANK CORP | 34.02K | Jun 30, 26 | -- | 0.13% |
| AMERIPRISE FINANCIAL INC | 33.09K | Jun 30, 26 | -3.12K | 0.12% |
| Federation des caisses Desjardins du Quebec | 32.18K | Jun 30, 26 | +466 | 0.12% |
| Idaho Trust Bank | 31.04K | Jun 30, 26 | +2.46K | 0.12% |
| MONECO Advisors, LLC | 29.57K | Jun 30, 26 | -383 | 0.11% |
| SIMON QUICK ADVISORS, LLC | 29.42K | Jun 30, 26 | +140 | 0.11% |
| LFA - Lugano Financial Advisors SA | 29.26K | Jun 30, 26 | -2.20K | 0.11% |
| NISA INVESTMENT ADVISORS, LLC | 27.70K | Jun 30, 26 | -- | 0.10% |
| Qube Research & Technologies Ltd | 27.70K | Jun 30, 26 | +27.70K | 0.10% |
| BFI Infinity Ltd. | 27.65K | Jun 30, 26 | +529 | 0.10% |
| Steward Partners Investment Advisory, LLC | 25.70K | Jun 30, 26 | +5.87K | 0.10% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 23.28K | Jun 30, 26 | +500 | 0.09% |
| INSIGNEO ADVISORY SERVICES, LLC | 21.05K | Jun 30, 26 | +10.96K | 0.08% |
| MML INVESTORS SERVICES, LLC | 20.55K | Jun 30, 26 | +1.75K | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 19.08K | Jun 30, 26 | -579 | 0.07% |
| Quantinno Capital Management LP | 18.56K | Jun 30, 26 | +7 | 0.07% |
| Invesco Ltd. | 18.36K | Jun 30, 26 | +5.50K | 0.07% |
| CI Private Wealth, LLC | 18.30K | Jun 30, 26 | -18.03K | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 18.06K | Jun 30, 26 | -95 | 0.07% |
| LMCG INVESTMENTS, LLC | 17.54K | Jun 30, 26 | -1.62K | 0.07% |
| Banque Cantonale Vaudoise | 17.29K | Jun 30, 26 | +7.44K | 0.06% |
| HUNTINGTON NATIONAL BANK | 16.51K | Jun 30, 26 | +58 | 0.06% |
| Quantbot Technologies LP | 15.89K | Jun 30, 26 | +15.89K | 0.06% |
| NewEdge Advisors, LLC | 15.85K | Jun 30, 26 | +247 | 0.06% |
| FMR LLC | 15.82K | Jun 30, 26 | +769 | 0.06% |
| Mount Lucas Management LP | 15.21K | Jun 30, 26 | +785 | 0.06% |
| Bridgewater Advisors Inc. | 14.33K | Jun 30, 26 | -- | 0.05% |
| Trek Financial, LLC | 14.30K | Jun 30, 26 | -3.73K | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 14.26K | Jun 30, 26 | +5.92K | 0.05% |
| BANK OF MONTREAL /CAN/ | 13.95K | Jun 30, 26 | +941 | 0.05% |
| MEEDER ASSET MANAGEMENT INC | 13.94K | Jun 30, 26 | +9.03K | 0.05% |
| Boreal Capital Management LLC | 13.60K | Jun 30, 26 | -- | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 13.57K | Jun 30, 26 | +57 | 0.05% |
| EFG International AG | 13.43K | Jun 30, 26 | +2.15K | 0.05% |
| Cetera Investment Advisers | 13.40K | Jun 30, 26 | -318 | 0.05% |
| Sonoma Private Wealth LLC | 13.23K | Jun 30, 26 | +35 | 0.05% |
| Avestar Capital, LLC | 12.53K | Jun 30, 26 | -1.24K | 0.05% |
| swisspartners Advisors Ltd | 12.35K | Jun 30, 26 | -- | 0.05% |
| Keel Point, LLC | 10.65K | Jun 30, 26 | -- | 0.04% |
| Hyposwiss Advisors SA | 10.47K | Jun 30, 26 | +820 | 0.04% |
| BLUEDOOR PRIVATE WEALTH, LLC | 10.35K | Jun 30, 26 | -- | 0.04% |
| Savant Capital, LLC | 10.24K | Jun 30, 26 | +5.28K | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | 9.95K | Jun 30, 26 | +432 | 0.04% |
| UBS ASSET MANAGEMENT AMERICAS INC | 9.58K | Jun 30, 26 | -115.45K | 0.04% |
| Forum Finance Group S.A. | 9.30K | Jun 30, 26 | +3.05K | 0.03% |
| McHugh Group, LLC | 9.20K | Jun 30, 26 | -- | 0.03% |
| Waterway Wealth Management, LLC | 8.92K | Jun 30, 26 | +154 | 0.03% |
| Marotta Asset Management | 8.61K | Jun 30, 26 | -1.89K | 0.03% |
| RFG Advisory, LLC | 8.54K | Jun 30, 26 | +407 | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 8.51K | Jun 30, 26 | +1.23K | 0.03% |
| Boltwood Capital Management | 7.90K | Jun 30, 26 | +1.20K | 0.03% |
| LGL PARTNERS, LLC | 7.79K | Jun 30, 26 | +135 | 0.03% |
| ASSETMARK, INC | 7.21K | Jun 30, 26 | +1.61K | 0.03% |
| Henrickson Nauta Wealth Advisors, Inc. | 7.18K | Jun 30, 26 | -- | 0.03% |
| East Coast Asset Management, LLC. | 7.10K | Jun 30, 26 | -- | 0.03% |
| Kestra Advisory Services, LLC | 7.03K | Jun 30, 26 | -28 | 0.03% |
| RENAISSANCE TECHNOLOGIES LLC | 6.60K | Jun 30, 26 | +2.20K | 0.02% |
| US BANCORP \DE\ | 6.54K | Jun 30, 26 | -- | 0.02% |
| EWA, LLC | 6.49K | Jun 30, 26 | +112 | 0.02% |
| Banco Santander, S.A. | 6.26K | Jun 30, 26 | +1.60K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.82K | Jun 30, 26 | -499 | 0.02% |
| STIFEL FINANCIAL CORP | 5.55K | Jun 30, 26 | +597 | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 5.50K | Jun 30, 26 | -- | 0.02% |
| Retirement Planning Group | 5.44K | Jun 30, 26 | +364 | 0.02% |
| CX Institutional | 5.31K | Jun 30, 26 | -2.33K | 0.02% |
| CIBC WORLD MARKET INC. | 5.17K | Jun 30, 26 | -23.03K | 0.02% |
| Wealthfront Advisers LLC | 5.16K | Jun 30, 26 | +44 | 0.02% |
| ASPIRIANT, LLC | 4.83K | Jun 30, 26 | +254 | 0.02% |
| United Asset Strategies, Inc. | 4.74K | Jun 30, 26 | +875 | 0.02% |
| J. Safra Sarasin Holding AG | 4.64K | Jun 30, 26 | -1.13K | 0.02% |
| Mariner, LLC | 4.56K | Jun 30, 26 | -27 | 0.02% |
| Cerity Partners LLC | 4.54K | Jun 30, 26 | -221 | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 4.40K | Jun 30, 26 | +366 | 0.02% |
| COOKSON PEIRCE & CO INC | 4.33K | Jun 30, 26 | +112 | 0.02% |
| Nautilus Advisors LLC | 4.32K | Jun 30, 26 | -- | 0.02% |
| Lunt Capital Management, Inc. | 4.25K | Jun 30, 26 | +60 | 0.02% |
| Prime Capital Investment Advisors, LLC | 4.23K | Jun 30, 26 | +49 | 0.02% |
| Revolve Wealth Partners, LLC | 4.15K | Jun 30, 26 | +4.15K | 0.02% |
| Arkadios Wealth Advisors | 4.08K | Jun 30, 26 | +26 | 0.02% |
| HB Wealth Management, LLC | 4.07K | Jun 30, 26 | +102 | 0.02% |
| Caprock Group, LLC | 3.98K | Jun 30, 26 | -586 | 0.01% |
| Clearstead Advisors, LLC | 3.95K | Jun 30, 26 | +3.95K | 0.01% |
| FIFTH THIRD BANCORP | 3.94K | Jun 30, 26 | +505 | 0.01% |
| TIEMANN INVESTMENT ADVISORS, LLC | 3.88K | Jun 30, 26 | -- | 0.01% |
| NORTHERN TRUST CORP | 3.86K | Jun 30, 26 | -- | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3.72K | Jun 30, 26 | -- | 0.01% |
| JGP Wealth Management, LLC | 3.71K | Jun 30, 26 | +3.71K | 0.01% |
| WARNER FINANCIAL, INC | 3.57K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 3.52K | Jun 30, 26 | +90 | 0.01% |
| XTX Topco Ltd | 3.51K | Jun 30, 26 | +3.51K | 0.01% |
| Rose Capital Advisors LLC | 3.47K | Jun 30, 26 | +3.47K | 0.01% |
| BlackDiamond Wealth Management Inc. | 3.45K | Jun 30, 26 | +3.45K | 0.01% |
| Global Retirement Partners, LLC | 3.42K | Jun 30, 26 | +3.42K | 0.01% |
| HRT FINANCIAL LP | 3.36K | Jun 30, 26 | -4.73K | 0.01% |
| Dynamic Advisor Solutions LLC | 3.28K | Jun 30, 26 | +3.28K | 0.01% |
| STEPHENS INC /AR/ | 3.25K | Jun 30, 26 | +3.25K | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 3.25K | Jun 30, 26 | -168 | 0.01% |
| Y-Intercept (Hong Kong) Ltd | 3.19K | Jun 30, 26 | -22.46K | 0.01% |
| USA FINANCIAL FORMULAS | 2.64K | Jun 30, 26 | +2.64K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 2.64K | Jun 30, 26 | +1.01K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.46K | Jun 30, 26 | +2.46K | 0.01% |
| AlphaCentric Advisors LLC | 2.42K | Jun 30, 26 | +140 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.97K | Jun 30, 26 | -1.13K | 0.01% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1.90K | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 1.71K | Jun 30, 26 | +1.71K | 0.01% |
| Strategic Wealth Partners, Ltd. | 1.63K | Jun 30, 26 | -84 | 0.01% |
| Allworth Financial LP | 1.50K | Jun 30, 26 | +72 | 0.01% |
| Atlatl Advisers LLC | 1.48K | Jun 30, 26 | +1.48K | 0.01% |
| IFP Advisors, Inc | 1.42K | Jun 30, 26 | +103 | 0.01% |
| MASSMUTUAL TRUST CO FSB/ADV | 1.39K | Jun 30, 26 | -101 | 0.01% |
| BLAIR WILLIAM & CO/IL | 1.34K | Jun 30, 26 | +1.10K | 0.01% |
| Parallel Advisors, LLC | 1.32K | Jun 30, 26 | -155 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.13K | Jun 30, 26 | -- | 0.00% |
| Bellecapital International Ltd. | 1.00K | Jun 30, 26 | -2.85K | 0.00% |
| HARBOUR INVESTMENTS, INC. | 940 | Jun 30, 26 | -153 | 0.00% |
| Capital Investment Advisory Services, LLC | 900 | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 588 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 556 | Jun 30, 26 | +160 | 0.00% |
| Breakwater Investment Management | 546 | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 543 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 487 | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 452 | Jun 30, 26 | +452 | 0.00% |
| Pacifica Partners Inc. | 400 | Jun 30, 26 | -- | 0.00% |
| Hurley Capital, LLC | 386 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 375 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 317 | Jun 30, 26 | +317 | 0.00% |
| Tower View Investment Management & Research LLC | 306 | Jun 30, 26 | -77 | 0.00% |
| Elequin Securities, LLC | 286 | Jun 30, 26 | +286 | 0.00% |
| Turtle Creek Wealth Advisors, LLC | 285 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 242 | Jun 30, 26 | -- | 0.00% |
| MTM Investment Management, LLC | 225 | Jun 30, 26 | -- | 0.00% |
| NBT BANK N A /NY | 200 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 153 | Jun 30, 26 | -188 | 0.00% |
| Darwin Wealth Management, LLC | 147 | Jun 30, 26 | +2 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 140 | Jun 30, 26 | -- | 0.00% |
| BLUELINE ADVISORS LLC | 136 | Jun 30, 26 | +136 | 0.00% |
| Tower Research Capital LLC (TRC) | 130 | Jun 30, 26 | +124 | 0.00% |
| Dunhill Financial, LLC | 117 | Jun 30, 26 | -- | 0.00% |
| Covestor Ltd | 117 | Jun 30, 26 | +41 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 114 | Jun 30, 26 | +114 | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 102 | Jun 30, 26 | +26 | 0.00% |
| EverSource Wealth Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 100 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 100 | Jun 30, 26 | +2 | 0.00% |
| Buck Wealth Strategies, LLC | 59 | Jun 30, 26 | +59 | 0.00% |
| PRIVATE TRUST CO NA | 58 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 56 | Jun 30, 26 | +56 | 0.00% |
| Ronald Blue Trust, Inc. | 48 | Jun 30, 26 | +22 | 0.00% |
| Sankala Group LLC | 36 | Jun 30, 26 | -23 | 0.00% |
| Solstein Capital, LLC | 34 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 32 | Jun 30, 26 | +1 | 0.00% |
| SRS Capital Advisors, Inc. | 28 | Jun 30, 26 | +28 | 0.00% |
| BARCLAYS PLC | 24 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 12 | Jun 30, 26 | -9 | 0.00% |
| RHUMBLINE ADVISERS | 10 | Jun 30, 26 | -310 | 0.00% |
| TORONTO DOMINION BANK | 5 | Jun 30, 26 | -- | 0.00% |
| Polianta Ltd | -- | Jun 30, 26 | -258.70K | -- |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -664 | -- |
| Global Endowment Management, LP | -- | Jun 30, 26 | -8.00K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -30 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -250 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -160 | -- |
| ALLIANZ SE | -- | Jun 30, 26 | -755 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -632 | -- |
| Kovitz Investment Group Partners, LLC | -- | Jun 30, 26 | -12.78K | -- |
| Eukles Asset Management | -- | Jun 30, 26 | -40 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -453.33K | -- |
| FIRST MANHATTAN CO. LLC. | -- | Jun 30, 26 | -4.51K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.03K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -12.86K | -- |
| Empowered Funds, LLC | -- | Jun 30, 26 | -4.48K | -- |
| Truvestments Capital LLC | -- | Jun 30, 26 | -3.55K | -- |
| EXENCIAL WEALTH ADVISORS, LLC | 5.30K | Mar 31, 26 | -- | 0.02% |
| USA Financial Portformulas Corp | 3.08K | Mar 31, 26 | +802 | 0.01% |
| CWM, LLC | 1.65K | Mar 31, 26 | -127 | 0.01% |
| Clarius Group, LLC | 3.95K | Dec 31, 25 | -- | 0.01% |
| COMERICA BANK | 3.38K | Dec 31, 25 | +279 | 0.01% |
| CIBC Private Wealth Group, LLC | 298 | Dec 31, 25 | +298 | 0.00% |
| WOLVERINE TRADING, LLC | 3.76K | Sep 30, 25 | +3.76K | 0.01% |
| Dai-ichi Life Holdings, Inc. | -- | Sep 30, 25 | -18.90K | -- |
| Iron Horse Wealth Management, LLC | 166 | Jun 30, 25 | -- | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -14.69K | -- |
| Proquility Private Wealth Partners, LLC | 29.43K | Mar 31, 25 | +4.82K | 0.11% |
| CAROLINAS WEALTH CONSULTING LLC | 175 | Mar 31, 25 | -1 | 0.00% |
| AlphaMark Advisors, LLC | 425 | Dec 31, 24 | -- | 0.00% |
| First Personal Financial Services | 186.32K | Sep 30, 24 | -6.99K | 0.70% |
| All Season Financial Advisors, Inc. | 9.59K | Sep 30, 24 | +9.59K | 0.04% |
| RAYMOND JAMES & ASSOCIATES | 9.09K | Sep 30, 24 | +1.22K | 0.03% |
| Brophy Wealth Management, LLC | 5.91K | Sep 30, 24 | +5.91K | 0.02% |
| BlackRock Inc. | 2.12M | Jun 30, 24 | -8.62K | 7.93% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -59 | -- |
| Cetera Advisor Networks LLC | 28.25K | Mar 31, 24 | -26.70K | 0.11% |
| Cetera Advisors LLC | 13.53K | Mar 31, 24 | +2.32K | 0.05% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -300 | -- |
| Connectus Wealth, LLC | -- | Mar 31, 24 | -4.99K | -- |
| Desjardins Global Asset Management Inc. | 73.95K | Dec 31, 23 | +73.09K | 0.28% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 14.66K | Sep 30, 23 | -24 | 0.05% |
| TIEDEMANN ADVISORS, LLC | 12.88K | Sep 30, 23 | -- | 0.05% |
| PATHSTONE FAMILY OFFICE, LLC | 10.98K | Sep 30, 23 | -27.38K | 0.04% |
| BerganKDV Wealth Management, LLC | -- | Jun 30, 23 | -163 | -- |
| Sargent Bickham Lagudis LLC | 300 | Dec 31, 22 | -- | 0.00% |
| Hightower 6M Holding, LLC | 152.10K | Sep 30, 22 | +5.58K | 0.57% |
| American Portfolios Advisors | 267 | Sep 30, 22 | -- | 0.00% |
| CPWM, LLC | -- | Sep 30, 22 | -11.73K | -- |
| FourThought Financial, LLC | -- | Sep 30, 22 | -161 | -- |
| Lenox Wealth Advisors, LLC | 27 | Mar 31, 22 | -- | 0.00% |
| 6 Meridian | 123.98K | Dec 31, 21 | +2.58K | 0.46% |
| REILLY FINANCIAL ADVISORS, LLC | 500 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 61 | Dec 31, 21 | -535 | 0.00% |
| NorthCoast Asset Management LLC | 70.30K | Sep 30, 21 | +62.69K | 0.26% |
| Hexavest Inc. | 25.88K | Sep 30, 21 | -166.76K | 0.10% |
| CEDAR CAPITAL, LLC | 20.55K | Sep 30, 21 | +8.44K | 0.08% |
| Filbrandt Wealth Management, LLC | 4.78K | Sep 30, 21 | -- | 0.02% |
| PICTET ASSET MANAGEMENT LTD | 81.81K | Jun 30, 21 | +81.81K | 0.31% |
| Vontobel Swiss Wealth Advisors AG | 28.14K | Jun 30, 21 | -2.55K | 0.11% |
| Pinnacle Advisory Group, Inc. | 5.22K | Mar 31, 21 | -327.17K | 0.02% |
| OLD MISSION CAPITAL, LLC | 92.36K | Dec 31, 20 | +92.36K | 0.35% |
| Water Oak Advisors LLC | 198.82K | Sep 30, 20 | +114.47K | 0.75% |
| First Allied Advisory Services, Inc. | 25.98K | Sep 30, 20 | -3.68K | 0.10% |
| Rampart Investment Management Company, LLC | 25.71K | Sep 30, 20 | -2.96K | 0.10% |
| QUANTUM CAPITAL MANAGEMENT | 10.64K | Sep 30, 20 | +3.13K | 0.04% |
| Lenox Wealth Management, Inc. | 924 | Jun 30, 20 | +209 | 0.00% |
| Squar Milner Financial Services LLC | 8.00K | Mar 31, 20 | -15 | 0.03% |
| Advisor Group, Inc. | 117.53K | Dec 31, 19 | -1.13K | 0.44% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 51.57K | Dec 31, 19 | -6.26K | 0.19% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 611 | Sep 30, 19 | -- | 0.00% |
| Julex Capital Management, LLC | 338 | Sep 30, 19 | +261 | 0.00% |
| Hugh Johnson Advisors LLC | 6.17K | Jun 30, 19 | -- | 0.02% |
| Weatherstone Capital Management | 5.85K | Mar 31, 19 | +5.85K | 0.02% |
| NEXT Financial Holdings | 125 | Mar 31, 19 | +125 | 0.00% |
| Catamount Wealth Management | -- | Mar 31, 19 | -26 | -- |
| LOEB PARTNERS CORP | -- | Mar 31, 19 | -18.68K | -- |
| AFAM CAPITAL, INC. | -- | Sep 30, 18 | -17.02K | -- |
| FDO Partners, LLC | 7.05K | Mar 31, 18 | +7.05K | 0.03% |
| Capstone Investment Advisors (Netherlands), B.V. | 15.27K | Jun 30, 17 | -7.65K | 0.06% |
| Commonwealth Equity Services, Inc | 10.68K | Jun 30, 17 | +1.85K | 0.04% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -15.46K | -- |
| Lebenthal Asset Management, LLC | -- | Mar 31, 17 | -7.87K | -- |
| BlackRock Fund Advisors | 120.72K | Dec 31, 16 | -32.51K | 0.45% |
| MSI Financial Services Inc | 4.98K | Dec 31, 16 | -694 | 0.02% |
| BlackRock Investment Management, LLC | 2.53K | Dec 31, 16 | +2.38K | 0.01% |
| KANALY TRUST CO | 77 | Dec 31, 16 | -- | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -524 | -- |
| Emerald Acquisition Ltd. | 4.87K | Sep 30, 16 | +2.43K | 0.02% |
| SOCIETE GENERALE | 167.60K | Jun 30, 16 | +167.60K | 0.63% |
| Lebenthal Holdings,LLC | 8.76K | Jun 30, 16 | +8.76K | 0.03% |
| RUSSELL FRANK CO/ | 2.44K | Mar 31, 16 | -- | 0.01% |
| CURIAN CAPITAL LLC | 47.02K | Dec 31, 15 | -33.69K | 0.18% |
| ASPIRIANT HOLDINGS S3, LLC | 12.04K | Dec 31, 15 | -- | 0.05% |
| Dunvegan Associates, Inc. | 1.07K | Dec 31, 15 | -- | 0.00% |
| Pinnacle Summer Investments, Inc. | 112 | Dec 31, 15 | -- | 0.00% |
| TRIANGLE PEAK PARTNERS, LP | 14.28K | Sep 30, 15 | -5.21K | 0.05% |
| CITY NATIONAL BANK | 8.53K | Sep 30, 15 | +680 | 0.03% |
| MANAGED ACCOUNT ADVISORS LLC | 3.97M | Jun 30, 15 | +962.71K | 14.87% |
| BPV Resources, LLC | 24.42K | Jun 30, 15 | +2.46K | 0.09% |
| STERNE AGEE GROUP, INC. | 20.50K | Mar 31, 15 | +98 | 0.08% |
| BOSTON PRIVATE BANK & TRUST CO | -- | Mar 31, 15 | -1.64K | -- |
| Placemark Investments, Inc. | 6.97K | Dec 31, 14 | -60.06K | 0.03% |
| NEW ENGLAND SECURITIES CORP /MA/ | 211 | Dec 31, 14 | +106 | 0.00% |
| UBS AG | 1.67M | Sep 30, 14 | +175.94K | 6.25% |
| MARCUARD FAMILY OFFICE LTD | 15.00K | Sep 30, 14 | -- | 0.06% |
| Jane Street Holding, LLC | 137.08K | Dec 31, 13 | +58.40K | 0.51% |
| NORTHERN TRUST CO OF CONNECTICUT | -- | Dec 31, 13 | -6.18K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 75.81K | Sep 30, 13 | +13.06K | 0.28% |
| First Allied Securities, Inc. | 566 | Jun 30, 12 | +3 | 0.00% |
| MERRIMAN, LLC | -- | Sep 30, 11 | -50.20K | -- |
| RBC Dominion Securities Inc. | 350 | Dec 31, 08 | -- | 0.00% |