Franklin BSP Realty Trust, Inc.(FBRT)

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Franklin BSP Realty Trust, Inc.(FBRT)

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$7.55—

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FBRT(FBRT)

FBRT

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Institutional Ownership

Top 290 Institutional Holders

Holder	Shares	Date	Change	% Held
PRINCIPAL FINANCIAL GROUP INC	371.98K	Jun 30, 26	-24.43K	0.45%
EXCHANGE TRADED CONCEPTS, LLC	153.22K	Jun 30, 26	+4.84K	0.18%
JENNISON ASSOCIATES LLC	123.72K	Jun 30, 26	-2.47K	0.15%
CITIGROUP INC	86.97K	Jun 30, 26	+38.44K	0.10%
Y-Intercept (Hong Kong) Ltd	64.21K	Jun 30, 26	+64.21K	0.08%
NEW YORK STATE COMMON RETIREMENT FUND	55.56K	Jun 30, 26	--	0.07%
Klingman & Associates, LLC	52.02K	Jun 30, 26	+10.31K	0.06%
Magnus Financial Group LLC	48.45K	Jun 30, 26	+10.04K	0.06%
Abel Hall, LLC	48.02K	Jun 30, 26	+6.69K	0.06%
Belpointe Asset Management LLC	40.31K	Jun 30, 26	+28.21K	0.05%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	39.85K	Jun 30, 26	+3.23K	0.05%
Fifth Third Wealth Advisors LLC	37.96K	Jun 30, 26	+37.96K	0.05%
TCG Advisory Services, LLC	37.82K	Jun 30, 26	+37.82K	0.05%
Louisiana State Employees Retirement System	33.70K	Jun 30, 26	-2.50K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	32.34K	Jun 30, 26	-100.64K	0.04%
Cambridge Investment Research Advisors, Inc.	28.52K	Jun 30, 26	+101	0.03%
FOX RUN MANAGEMENT, L.L.C.	26.82K	Jun 30, 26	+26.82K	0.03%
State of Alaska, Department of Revenue	25.35K	Jun 30, 26	-14.91K	0.03%
Grey Fox Wealth Advisors, LLC	25.09K	Jun 30, 26	+25.09K	0.03%
Brookwood Investment Group LLC	24.29K	Jun 30, 26	-2.45K	0.03%
Police & Firemen's Retirement System of New Jersey	22.62K	Jun 30, 26	--	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	22.01K	Jun 30, 26	--	0.03%
YOUSIF CAPITAL MANAGEMENT, LLC	20.72K	Jun 30, 26	-826	0.02%
Cyndeo Wealth Partners, LLC	20.70K	Jun 30, 26	+20.70K	0.02%
AMALGAMATED BANK	20.69K	Jun 30, 26	-2.80K	0.02%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	18.25K	Jun 30, 26	-1.92K	0.02%
Kestra Advisory Services, LLC	17.93K	Jun 30, 26	-2.92K	0.02%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	17.45K	Jun 30, 26	-1.20K	0.02%
Symmetry Partners, LLC	16.91K	Jun 30, 26	+16.91K	0.02%
Park Capital Management, LLC / WI	16.01K	Jun 30, 26	+16.01K	0.02%
Pictet Asset Management Holding SA	15.92K	Jun 30, 26	-637	0.02%
STRS OHIO	14.90K	Jun 30, 26	--	0.02%
Triumph Capital Management	14.10K	Jun 30, 26	--	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13.49K	Jun 30, 26	+2.21K	0.02%
Central Pacific Bank - Trust Division	12.50K	Jun 30, 26	--	0.02%
Ignite Planners, LLC	11.73K	Jun 30, 26	-1.20K	0.01%
Raleigh Capital Management Inc.	11.35K	Jun 30, 26	--	0.01%
PFG Investments, LLC	11.18K	Jun 30, 26	+15	0.01%
Able Wealth Management LLC	11.03K	Jun 30, 26	+11.03K	0.01%
Maryland State Retirement & Pension System	10.81K	Jun 30, 26	-1.17K	0.01%
Quotient Wealth Partners, LLC	10.80K	Jun 30, 26	+10.80K	0.01%
AE Wealth Management LLC	10.80K	Jun 30, 26	+493	0.01%
DAYMARK WEALTH PARTNERS, LLC	10.68K	Jun 30, 26	+10.68K	0.01%
Ipsen Advisor Group LLC	10.58K	Jun 30, 26	+238	0.01%
Bison Wealth, LLC	10.38K	Jun 30, 26	+10.38K	0.01%
Steel Peak Wealth Management LLC	10.24K	Jun 30, 26	+10.24K	0.01%
Farther Finance Advisors, LLC	9.93K	Jun 30, 26	-62.15K	0.01%
GAMMA Investing LLC	8.47K	Jun 30, 26	-1.82K	0.01%
Spire Wealth Management	2.24K	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	1.93K	Jun 30, 26	+1.93K	0.00%
Sterling Capital Management LLC	1.53K	Jun 30, 26	-1.18K	0.00%
TD Waterhouse Canada Inc.	1.53K	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	1.46K	Jun 30, 26	-1.23K	0.00%
SJS Investment Consulting Inc.	1.41K	Jun 30, 26	+1.41K	0.00%
SIGNATUREFD, LLC	1.25K	Jun 30, 26	+1.17K	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	1.22K	Jun 30, 26	+1.22K	0.00%
MATHER GROUP, LLC.	967	Jun 30, 26	--	0.00%
High Note Wealth, LLC	537	Jun 30, 26	+537	0.00%
MASSMUTUAL TRUST CO FSB/ADV	478	Jun 30, 26	+111	0.00%
WEST PACES ADVISORS INC.	435	Jun 30, 26	+435	0.00%
Cedar Mountain Advisors, LLC	409	Jun 30, 26	--	0.00%
IFP Advisors, Inc	396	Jun 30, 26	+391	0.00%
CoreCap Advisors, LLC	279	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	70	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	55	Jun 30, 26	--	0.00%
Davis Capital Management	6	Jun 30, 26	+6	0.00%
EverSource Wealth Advisors, LLC	5	Jun 30, 26	-19	0.00%
Hughes Financial Services, LLC	--	Jun 30, 26	-2	--
Rossby Financial, LCC	--	Jun 30, 26	-28	--
Root Financial Partners, LLC	--	Jun 30, 26	-265	--
Brookstone Capital Management	--	Jun 30, 26	-12.48K	--
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	--	Jun 30, 26	-32	--
Strong Tower Advisory Services	--	Jun 30, 26	-86.75K	--
Clear Point Advisors Inc.	--	Jun 30, 26	-17.07K	--
BlackRock, Inc.	13.12M	Mar 31, 26	+26.40K	15.80%
STATE STREET CORP	3.21M	Mar 31, 26	-64.99K	3.86%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	3.09M	Mar 31, 26	+1.97M	3.72%
GRATIA CAPITAL, LLC	2.28M	Mar 31, 26	+1.42M	2.74%
GEODE CAPITAL MANAGEMENT, LLC	2.04M	Mar 31, 26	+41.67K	2.46%
Invesco Ltd.	1.74M	Mar 31, 26	-89.94K	2.09%
FRANKLIN RESOURCES INC	1.50M	Mar 31, 26	+223	1.81%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.22M	Mar 31, 26	-38.44K	1.47%
UBS Group AG	1.20M	Mar 31, 26	+329.15K	1.45%
MORGAN STANLEY	862.04K	Mar 31, 26	+260.62K	1.04%
NORTHERN TRUST CORP	830.35K	Mar 31, 26	+30.20K	1.00%
VAN ECK ASSOCIATES CORP	822.25K	Mar 31, 26	+23.77K	0.99%
Bank of New York Mellon Corp	634.39K	Mar 31, 26	+27.75K	0.76%
GABELLI FUNDS LLC	556.25K	Mar 31, 26	+63.75K	0.67%
VANGUARD FIDUCIARY TRUST CO	533.27K	Mar 31, 26	+533.27K	0.64%
Mariner, LLC	481.12K	Mar 31, 26	-21.72K	0.58%
Q Global Advisors, LLC	398.08K	Mar 31, 26	+96.72K	0.48%
PRINCIPAL FINANCIAL GROUP INC	396.40K	Mar 31, 26	+7.47K	0.48%
PRUDENTIAL FINANCIAL INC	362.02K	Mar 31, 26	-131.32K	0.44%
CONDOR CAPITAL MANAGEMENT	338.29K	Mar 31, 26	-6.57K	0.41%
PUBLIC SECTOR PENSION INVESTMENT BOARD	291.76K	Mar 31, 26	+9.36K	0.35%
GOLDMAN SACHS GROUP INC	265.72K	Mar 31, 26	+3.43K	0.32%
XTX Topco Ltd	264.21K	Mar 31, 26	+137.17K	0.32%
RHUMBLINE ADVISERS	231.79K	Mar 31, 26	+4.27K	0.28%
Legal & General Group Plc	194.51K	Mar 31, 26	-14.19K	0.23%
GAMCO INVESTORS, INC. ET AL	188.92K	Mar 31, 26	+73.95K	0.23%
DENALI ADVISORS LLC	180.80K	Mar 31, 26	+180.80K	0.22%
Nuveen, LLC	166.13K	Mar 31, 26	-10.01K	0.20%
Swiss National Bank	162.33K	Mar 31, 26	--	0.20%
Orchard Capital Management, LLC	161.72K	Mar 31, 26	--	0.19%
RAYMOND JAMES FINANCIAL INC	150.58K	Mar 31, 26	+90.29K	0.18%
Universal- Beteiligungs- und Servicegesellschaft mbH	148.77K	Mar 31, 26	+127.92K	0.18%
AMERIPRISE FINANCIAL INC	141.10K	Mar 31, 26	-16.85K	0.17%
JENNISON ASSOCIATES LLC	126.19K	Mar 31, 26	+25.26K	0.15%
BANK OF AMERICA CORP /DE/	125.03K	Mar 31, 26	+41.99K	0.15%
Penserra Capital Management LLC	117.51K	Mar 31, 26	+3.30K	0.14%
ALLIANCEBERNSTEIN L.P.	111.01K	Mar 31, 26	--	0.13%
FINANCIAL MANAGEMENT NETWORK INC	108.48K	Mar 31, 26	-3.55K	0.13%
Almitas Capital LLC	99.05K	Mar 31, 26	+99.05K	0.12%
TWO SIGMA INVESTMENTS, LP	93.88K	Mar 31, 26	-683.60K	0.11%
CITADEL ADVISORS LLC	93.56K	Mar 31, 26	-147.40K	0.11%
VICTORY CAPITAL MANAGEMENT INC	88.49K	Mar 31, 26	-155	0.11%
Cetera Investment Advisers	85.66K	Mar 31, 26	-42.83K	0.10%
GREAT LAKES ADVISORS, LLC	85.29K	Mar 31, 26	-9.04K	0.10%
DEUTSCHE BANK AG\	82.20K	Mar 31, 26	+10.74K	0.10%
Rockefeller Capital Management L.P.	78.05K	Mar 31, 26	+30.00K	0.09%
SRS Capital Advisors, Inc.	77.41K	Mar 31, 26	-11.86K	0.09%
PRICE T ROWE ASSOCIATES INC /MD/	77.25K	Mar 31, 26	+9.44K	0.09%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	76.25K	Mar 31, 26	-9.26K	0.09%
Jefferies Financial Group Inc.	73.64K	Mar 31, 26	--	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	69.53K	Mar 31, 26	+35.94K	0.08%
STATE OF WISCONSIN INVESTMENT BOARD	67.70K	Mar 31, 26	+67.70K	0.08%
Freestone Grove Partners LP	62.52K	Mar 31, 26	+62.52K	0.08%
VANGUARD ASSET MANAGEMENT, Ltd	58.51K	Mar 31, 26	+58.51K	0.07%
VOYA INVESTMENT MANAGEMENT LLC	56.32K	Mar 31, 26	-72.98K	0.07%
LPL Financial LLC	56.14K	Mar 31, 26	+1.28K	0.07%
THRIVENT FINANCIAL FOR LUTHERANS	54.44K	Mar 31, 26	-20.04K	0.07%
Zurcher Kantonalbank (Zurich Cantonalbank)	50.25K	Mar 31, 26	+17.79K	0.06%
Advisor OS, LLC	48.93K	Mar 31, 26	+48.93K	0.06%
CITIGROUP INC	48.53K	Mar 31, 26	-4.51K	0.06%
MetLife Investment Management, LLC	46.16K	Mar 31, 26	-607	0.06%
Quantinno Capital Management LP	43.03K	Mar 31, 26	+26.61K	0.05%
Illinois Municipal Retirement Fund	42.01K	Mar 31, 26	-1.28K	0.05%
MILLENNIUM MANAGEMENT LLC	41.50K	Mar 31, 26	+41.50K	0.05%
PRELUDE CAPITAL MANAGEMENT, LLC	40.13K	Mar 31, 26	--	0.05%
ADVISOR GROUP HOLDINGS, INC.	37.68K	Mar 31, 26	-7.19K	0.05%
WELLS FARGO & COMPANY/MN	37.47K	Mar 31, 26	-55.99K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	37.01K	Mar 31, 26	+37.01K	0.04%
AQR CAPITAL MANAGEMENT LLC	36.18K	Mar 31, 26	-64.80K	0.04%
JANUS HENDERSON GROUP PLC	36.12K	Mar 31, 26	--	0.04%
EntryPoint Capital, LLC	35.15K	Mar 31, 26	-9.49K	0.04%
JPMORGAN CHASE & CO	33.69K	Mar 31, 26	-31.78K	0.04%
Creative Planning	33.40K	Mar 31, 26	+5.17K	0.04%
State of Tennessee, Treasury Department	33.15K	Mar 31, 26	+2.30K	0.04%
Vanguard Global Advisers, LLC	31.30K	Mar 31, 26	+31.30K	0.04%
Allworth Financial LP	30.61K	Mar 31, 26	-34.78K	0.04%
Cresset Asset Management, LLC	30.05K	Mar 31, 26	+9.91K	0.04%
Waverly Advisors, LLC	29.98K	Mar 31, 26	+29.98K	0.04%
ROYAL BANK OF CANADA	26.98K	Mar 31, 26	-22.93K	0.03%
INTECH INVESTMENT MANAGEMENT LLC	25.62K	Mar 31, 26	-46.92K	0.03%
Brinker Capital Investments, LLC	25.16K	Mar 31, 26	-279	0.03%
Arkadios Wealth Advisors	23.89K	Mar 31, 26	-368	0.03%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	23.74K	Mar 31, 26	--	0.03%
Newbridge Financial Services Group, Inc.	23.44K	Mar 31, 26	-3.01K	0.03%
HighTower Advisors, LLC	23.24K	Mar 31, 26	+5.07K	0.03%
Arizona State Retirement System	22.39K	Mar 31, 26	-484	0.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	22.25K	Mar 31, 26	-2.12K	0.03%
RPS ADVISORY SOLUTIONS LLC	21.61K	Mar 31, 26	-1.99K	0.03%
Vanguard Investments Australia, Ltd.	21.24K	Mar 31, 26	+21.24K	0.03%
Diversify Advisory Services, LLC	21.04K	Mar 31, 26	-4.60K	0.03%
SEI INVESTMENTS CO	20.84K	Mar 31, 26	+252	0.03%
JUPITER ASSET MANAGEMENT LTD	20.80K	Mar 31, 26	+20.80K	0.03%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	20.67K	Mar 31, 26	--	0.02%
CWM, LLC	19.61K	Mar 31, 26	-4.32K	0.02%
AlphaCore Capital LLC	19.02K	Mar 31, 26	+1.03K	0.02%
Skopos Labs, Inc.	18.53K	Mar 31, 26	+18.53K	0.02%
BNP PARIBAS ARBITRAGE, SNC	18.20K	Mar 31, 26	-938	0.02%
KLP KAPITALFORVALTNING AS	17.64K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	17.27K	Mar 31, 26	+17.17K	0.02%
Mutual Advisors, LLC	16.89K	Mar 31, 26	-335	0.02%
CENTAURUS FINANCIAL, INC.	16.83K	Mar 31, 26	--	0.02%
BARCLAYS PLC	15.94K	Mar 31, 26	-119.16K	0.02%
Geneos Wealth Management Inc.	15.45K	Mar 31, 26	-720	0.02%
Concorde Asset Management, LLC	15.30K	Mar 31, 26	-1.10K	0.02%
Jain Global LLC	14.97K	Mar 31, 26	+14.97K	0.02%
SG Americas Securities, LLC	14.65K	Mar 31, 26	-22.64K	0.02%
ProShare Advisors LLC	12.74K	Mar 31, 26	-3.17K	0.02%
Safeguard Investment Advisory Group, LLC	12.66K	Mar 31, 26	--	0.02%
Sollinda Capital Management LLC	12.49K	Mar 31, 26	--	0.02%
Disciplined Investments, LLC	12.00K	Mar 31, 26	--	0.01%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	11.81K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	11.05K	Mar 31, 26	+1.48K	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	10.54K	Mar 31, 26	+10.54K	0.01%
Amundi	10.08K	Mar 31, 26	--	0.01%
Financial Gravity Asset Management, Inc.	7.60K	Mar 31, 26	+7.60K	0.01%
Russell Investments Group, Ltd.	6.99K	Mar 31, 26	-1.31K	0.01%
Ameritas Investment Partners, Inc.	6.84K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	6.65K	Mar 31, 26	+1.81K	0.01%
Steward Partners Investment Advisory, LLC	5.80K	Mar 31, 26	-10	0.01%
KBC Group NV	5.57K	Mar 31, 26	+5.57K	0.01%
BESSEMER GROUP INC	5.47K	Mar 31, 26	+2.68K	0.01%
NISA INVESTMENT ADVISORS, LLC	5.20K	Mar 31, 26	-3.79K	0.01%
FMR LLC	4.65K	Mar 31, 26	-11.93K	0.01%
Pinnacle Wealth Planning Services, Inc.	3.41K	Mar 31, 26	+345	0.00%
Fairscale Capital, LLC	3.11K	Mar 31, 26	--	0.00%
Gen-Wealth Partners Inc	2.95K	Mar 31, 26	-1.49K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	2.38K	Mar 31, 26	+907	0.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	2.33K	Mar 31, 26	+374	0.00%
HUNTINGTON NATIONAL BANK	2.16K	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	2.04K	Mar 31, 26	+1.10K	0.00%
Western Wealth Management, LLC	1.88K	Mar 31, 26	+1.88K	0.00%
HARBOUR INVESTMENTS, INC.	1.86K	Mar 31, 26	+1.86K	0.00%
HARBOR CAPITAL ADVISORS, INC.	1.55K	Mar 31, 26	+1.21K	0.00%
Advisory Services Network, LLC	1.22K	Mar 31, 26	+1.22K	0.00%
NewEdge Advisors, LLC	1.06K	Mar 31, 26	--	0.00%
Front Row Advisors LLC	657	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	481	Mar 31, 26	-18	0.00%
Vestcor Inc	473	Mar 31, 26	-26.48K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	422	Mar 31, 26	+422	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	422	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	290	Mar 31, 26	+290	0.00%
NATIONAL BANK OF CANADA /FI/	258	Mar 31, 26	+258	0.00%
Salomon & Ludwin, LLC	252	Mar 31, 26	-844	0.00%
Optiver Holding B.V.	214	Mar 31, 26	-72	0.00%
SIMPLEX TRADING, LLC	180	Mar 31, 26	+180	0.00%
WPG Advisers, LLC	171	Mar 31, 26	+34	0.00%
Larson Financial Group LLC	149	Mar 31, 26	--	0.00%
US BANCORP \DE\	119	Mar 31, 26	+119	0.00%
Quarry LP	111	Mar 31, 26	+15	0.00%
UMB Bank, n.a.	93	Mar 31, 26	-602	0.00%
Covestor Ltd	88	Mar 31, 26	+16	0.00%
JONES FINANCIAL COMPANIES LLLP	35	Mar 31, 26	+35	0.00%
Rossby Financial, LCC	28	Mar 31, 26	+28	0.00%
Smartleaf Asset Management LLC	22	Mar 31, 26	--	0.00%
MAI Capital Management	14	Mar 31, 26	-55	0.00%
Dunhill Financial, LLC	1	Mar 31, 26	-1	0.00%
Polymer Capital Management (US) LLC	--	Mar 31, 26	-37.05K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-51.63K	--
Luminist Capital LLC	--	Mar 31, 26	-234	--
TUDOR INVESTMENT CORP ET AL	--	Mar 31, 26	-13.49K	--
GUGGENHEIM CAPITAL LLC	--	Mar 31, 26	-25.94K	--
Parkside Financial Bank & Trust	--	Mar 31, 26	-19	--
Glen Eagle Advisors, LLC	--	Mar 31, 26	-328	--
Quantbot Technologies LP	--	Mar 31, 26	-20.85K	--
BOKF, NA	--	Mar 31, 26	-4.51K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Mar 31, 26	-13.09K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-11.72K	--
AIGEN INVESTMENT MANAGEMENT, LP	--	Mar 31, 26	-40.72K	--
Parallel Advisors, LLC	--	Mar 31, 26	-92	--
Endowment Wealth Management, Inc.	--	Mar 31, 26	-18.14K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-11.63K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-42.11K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-93.64K	--
BNP Paribas Asset Management Holding S.A.	--	Mar 31, 26	-797	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-181.02K	--
Eagle Point Credit Management LLC	--	Mar 31, 26	-835.59K	--
Legacy Capital Wealth Partners, LLC	--	Mar 31, 26	-19.97K	--
Kemnay Advisory Services Inc.	--	Mar 31, 26	-4.43K	--
Kingstone Capital Partners Texas, LLC	--	Mar 31, 26	-29.87K	--
VANGUARD GROUP INC	8.66M	Dec 31, 25	-131.88K	10.43%
TWO SIGMA ADVISERS, LP	118.60K	Dec 31, 25	+100.80K	0.14%
Quest Partners LLC	22.31K	Dec 31, 25	-74.51K	0.03%
COMERICA BANK	17.72K	Dec 31, 25	-5.51K	0.02%
SageView Advisory Group, LLC	3.03K	Dec 31, 25	+3.03K	0.00%
CIBC Private Wealth Group, LLC	1.62K	Dec 31, 25	+20	0.00%
Global Retirement Partners, LLC	1.35K	Dec 31, 25	-260	0.00%
Shorepoint Capital Partners LLC	46.40K	Sep 30, 25	+46.40K	0.06%
Kathleen S. Wright Associates Inc.	3.42K	Sep 30, 25	--	0.00%
Financial Gravity Companies, Inc.	10.03K	Jun 30, 25	+10.03K	0.01%
Semmax Financial Advisors Inc.	4.30K	Jun 30, 25	--	0.01%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-55.89K	--
First Horizon Advisors, Inc.	--	Jun 30, 25	-87	--
Schechter Investment Advisors, LLC	89.44K	Mar 31, 25	-5.98K	0.11%
Orion Portfolio Solutions, LLC	24.24K	Mar 31, 25	+3.37K	0.03%
Lindbrook Capital, LLC	--	Mar 31, 25	-10	--
Nuveen Asset Management, LLC	191.75K	Dec 31, 24	-15.91K	0.23%
RAYMOND JAMES & ASSOCIATES	58.96K	Sep 30, 24	+14.17K	0.07%
Raymond James Financial Services Advisors, Inc.	15.87K	Sep 30, 24	+3.48K	0.02%
FinTrust Capital Advisors, LLC	36	Sep 30, 24	--	0.00%
BlackRock Inc.	13.61M	Jun 30, 24	-377.55K	16.38%
BENJAMIN F. EDWARDS & COMPANY, INC.	167	Jun 30, 24	-52	0.00%
Cetera Advisors LLC	92.43K	Mar 31, 24	+59.59K	0.11%
CREDIT SUISSE AG/	78.33K	Mar 31, 24	--	0.09%
Cetera Advisor Networks LLC	39.18K	Mar 31, 24	+4.25K	0.05%
Coppell Advisory Solutions Corp.	15.48K	Mar 31, 24	+15.48K	0.02%
Baystate Wealth Management LLC	698	Dec 31, 23	--	0.00%
Golden Green, Inc.	21.26K	Sep 30, 23	+2.23K	0.03%
KENFARB & CO.	1.64K	Sep 30, 23	--	0.00%
Kalos Management, Inc.	25.43K	Jun 30, 23	-4.48K	0.03%
Jenkins Wealth	11.93K	Dec 31, 22	+11.93K	0.01%
Jefferies Group LLC	584.96K	Sep 30, 22	-705	0.70%
WIPFLI FINANCIAL ADVISORS LLC,	1.48K	Sep 30, 22	+1.48K	0.00%
ACG Wealth	--	Sep 30, 22	-2.17K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	113.94K	Mar 31, 22	+62.88K	0.14%
Amalgamated Financial Corp.	18.62K	Mar 31, 22	+18.62K	0.02%
NEXT Financial Group, Inc	--	Dec 31, 21	--	--

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Holder

Date

Change

% Held

PRINCIPAL FINANCIAL GROUP INC

371.98K

Jun 30, 26

-24.43K

0.45%

EXCHANGE TRADED CONCEPTS, LLC

153.22K

Jun 30, 26

+4.84K

0.18%

JENNISON ASSOCIATES LLC

123.72K

Jun 30, 26

-2.47K

0.15%

CITIGROUP INC

86.97K

Jun 30, 26

+38.44K

0.10%

Y-Intercept (Hong Kong) Ltd

64.21K

Jun 30, 26

+64.21K

0.08%

NEW YORK STATE COMMON RETIREMENT FUND

55.56K

Jun 30, 26

0.07%

Klingman & Associates, LLC

52.02K

Jun 30, 26

+10.31K

0.06%

Magnus Financial Group LLC

48.45K

Jun 30, 26

+10.04K

0.06%

Abel Hall, LLC

48.02K

Jun 30, 26

+6.69K

0.06%

Belpointe Asset Management LLC

40.31K

Jun 30, 26

+28.21K

0.05%

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

39.85K

Jun 30, 26

+3.23K

0.05%

Fifth Third Wealth Advisors LLC

37.96K

Jun 30, 26

+37.96K

0.05%

TCG Advisory Services, LLC

37.82K

Jun 30, 26

+37.82K

0.05%

Louisiana State Employees Retirement System

33.70K

Jun 30, 26

-2.50K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

32.34K

Jun 30, 26

-100.64K

0.04%

Cambridge Investment Research Advisors, Inc.

28.52K

Jun 30, 26

+101

0.03%

FOX RUN MANAGEMENT, L.L.C.

26.82K

Jun 30, 26

+26.82K

0.03%

State of Alaska, Department of Revenue

25.35K

Jun 30, 26

-14.91K

0.03%

Grey Fox Wealth Advisors, LLC

25.09K

Jun 30, 26

+25.09K

0.03%

Brookwood Investment Group LLC

24.29K

Jun 30, 26

-2.45K

0.03%

Police & Firemen's Retirement System of New Jersey

22.62K

Jun 30, 26

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

22.01K

Jun 30, 26

0.03%

YOUSIF CAPITAL MANAGEMENT, LLC

20.72K

Jun 30, 26

-826

0.02%

Cyndeo Wealth Partners, LLC

20.70K

Jun 30, 26

+20.70K

0.02%

AMALGAMATED BANK

20.69K

Jun 30, 26

-2.80K

0.02%

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

18.25K

Jun 30, 26

-1.92K

0.02%

Kestra Advisory Services, LLC

17.93K

Jun 30, 26

-2.92K

0.02%

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

17.45K

Jun 30, 26

-1.20K

0.02%

Symmetry Partners, LLC

16.91K

Jun 30, 26

+16.91K

0.02%

Park Capital Management, LLC / WI

16.01K

Jun 30, 26

+16.01K

0.02%

Pictet Asset Management Holding SA

15.92K

Jun 30, 26

-637

0.02%

STRS OHIO

14.90K

Jun 30, 26

0.02%

Triumph Capital Management

14.10K

Jun 30, 26

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13.49K

Jun 30, 26

+2.21K

0.02%

Central Pacific Bank - Trust Division

12.50K

Jun 30, 26

0.02%

Ignite Planners, LLC

11.73K

Jun 30, 26

-1.20K

0.01%

Raleigh Capital Management Inc.

11.35K

Jun 30, 26

0.01%

PFG Investments, LLC

11.18K

Jun 30, 26

+15

0.01%

Able Wealth Management LLC

11.03K

Jun 30, 26

+11.03K

0.01%

Maryland State Retirement & Pension System

10.81K

Jun 30, 26

-1.17K

0.01%

Quotient Wealth Partners, LLC

10.80K

Jun 30, 26

+10.80K

0.01%

AE Wealth Management LLC

10.80K

Jun 30, 26

+493

0.01%

DAYMARK WEALTH PARTNERS, LLC

10.68K

Jun 30, 26

+10.68K

0.01%

Ipsen Advisor Group LLC

10.58K

Jun 30, 26

+238

0.01%

Bison Wealth, LLC

10.38K

Jun 30, 26

+10.38K

0.01%

Steel Peak Wealth Management LLC

10.24K

Jun 30, 26

+10.24K

0.01%

Farther Finance Advisors, LLC

9.93K

Jun 30, 26

-62.15K

0.01%

GAMMA Investing LLC

8.47K

Jun 30, 26

-1.82K

0.01%

Spire Wealth Management

2.24K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

1.93K

Jun 30, 26

+1.93K

0.00%

Sterling Capital Management LLC

1.53K

Jun 30, 26

-1.18K

0.00%

TD Waterhouse Canada Inc.

1.53K

Jun 30, 26

0.00%

Versant Capital Management, Inc

1.46K

Jun 30, 26

-1.23K

0.00%

SJS Investment Consulting Inc.

1.41K

Jun 30, 26

+1.41K

0.00%

SIGNATUREFD, LLC

1.25K

Jun 30, 26

+1.17K

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

1.22K

Jun 30, 26

+1.22K

0.00%

MATHER GROUP, LLC.

967

Jun 30, 26

0.00%

High Note Wealth, LLC

537

Jun 30, 26

+537

0.00%

MASSMUTUAL TRUST CO FSB/ADV

478

Jun 30, 26

+111

0.00%

WEST PACES ADVISORS INC.

435

Jun 30, 26

+435

0.00%

Cedar Mountain Advisors, LLC

409

Jun 30, 26

0.00%

IFP Advisors, Inc

396

Jun 30, 26

+391

0.00%

CoreCap Advisors, LLC

279

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

-19

0.00%

Hughes Financial Services, LLC

Jun 30, 26

-2

Rossby Financial, LCC

Jun 30, 26

-28

Root Financial Partners, LLC

Jun 30, 26

-265

Brookstone Capital Management

Jun 30, 26

-12.48K

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Jun 30, 26

-32

Strong Tower Advisory Services

Jun 30, 26

-86.75K

Clear Point Advisors Inc.

Jun 30, 26

-17.07K

BlackRock, Inc.

13.12M

Mar 31, 26

+26.40K

15.80%

STATE STREET CORP

3.21M

Mar 31, 26

-64.99K

3.86%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

3.09M

Mar 31, 26

+1.97M

3.72%

GRATIA CAPITAL, LLC

2.28M

Mar 31, 26

+1.42M

2.74%

GEODE CAPITAL MANAGEMENT, LLC

2.04M

Mar 31, 26

+41.67K

2.46%

Invesco Ltd.

1.74M

Mar 31, 26

-89.94K

2.09%

FRANKLIN RESOURCES INC

1.50M

Mar 31, 26

+223

1.81%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.22M

Mar 31, 26

-38.44K

1.47%

UBS Group AG

1.20M

Mar 31, 26

+329.15K

1.45%

MORGAN STANLEY

862.04K

Mar 31, 26

+260.62K

1.04%

NORTHERN TRUST CORP

830.35K

Mar 31, 26

+30.20K

1.00%

VAN ECK ASSOCIATES CORP

822.25K

Mar 31, 26

+23.77K

0.99%

Bank of New York Mellon Corp

634.39K

Mar 31, 26

+27.75K

0.76%

GABELLI FUNDS LLC

556.25K

Mar 31, 26

+63.75K

0.67%

VANGUARD FIDUCIARY TRUST CO

533.27K

Mar 31, 26

+533.27K

0.64%

Mariner, LLC

481.12K

Mar 31, 26

-21.72K

0.58%

Q Global Advisors, LLC

398.08K

Mar 31, 26

+96.72K

0.48%

PRINCIPAL FINANCIAL GROUP INC

396.40K

Mar 31, 26

+7.47K

0.48%

PRUDENTIAL FINANCIAL INC

362.02K

Mar 31, 26

-131.32K

0.44%

CONDOR CAPITAL MANAGEMENT

338.29K

Mar 31, 26

-6.57K

0.41%

PUBLIC SECTOR PENSION INVESTMENT BOARD

291.76K

Mar 31, 26

+9.36K

0.35%

GOLDMAN SACHS GROUP INC

265.72K

Mar 31, 26

+3.43K

0.32%

XTX Topco Ltd

264.21K

Mar 31, 26

+137.17K

0.32%

RHUMBLINE ADVISERS

231.79K

Mar 31, 26

+4.27K

0.28%

Legal & General Group Plc

194.51K

Mar 31, 26

-14.19K

0.23%

GAMCO INVESTORS, INC. ET AL

188.92K

Mar 31, 26

+73.95K

0.23%

DENALI ADVISORS LLC

180.80K

Mar 31, 26

+180.80K

0.22%

Nuveen, LLC

166.13K

Mar 31, 26

-10.01K

0.20%

Swiss National Bank

162.33K

Mar 31, 26

0.20%

Orchard Capital Management, LLC

161.72K

Mar 31, 26

0.19%

RAYMOND JAMES FINANCIAL INC

150.58K

Mar 31, 26

+90.29K

0.18%

Universal- Beteiligungs- und Servicegesellschaft mbH

148.77K

Mar 31, 26

+127.92K

0.18%

AMERIPRISE FINANCIAL INC

141.10K

Mar 31, 26

-16.85K

0.17%

JENNISON ASSOCIATES LLC

126.19K

Mar 31, 26

+25.26K

0.15%

BANK OF AMERICA CORP /DE/

125.03K

Mar 31, 26

+41.99K

0.15%

Penserra Capital Management LLC

117.51K

Mar 31, 26

+3.30K

0.14%

ALLIANCEBERNSTEIN L.P.

111.01K

Mar 31, 26

0.13%

FINANCIAL MANAGEMENT NETWORK INC

108.48K

Mar 31, 26

-3.55K

0.13%

Almitas Capital LLC

99.05K

Mar 31, 26

+99.05K

0.12%

TWO SIGMA INVESTMENTS, LP

93.88K

Mar 31, 26

-683.60K

0.11%

CITADEL ADVISORS LLC

93.56K

Mar 31, 26

-147.40K

0.11%

VICTORY CAPITAL MANAGEMENT INC

88.49K

Mar 31, 26

-155

0.11%

Cetera Investment Advisers

85.66K

Mar 31, 26

-42.83K

0.10%

GREAT LAKES ADVISORS, LLC

85.29K

Mar 31, 26

-9.04K

0.10%

DEUTSCHE BANK AG\

82.20K

Mar 31, 26

+10.74K

0.10%

Rockefeller Capital Management L.P.

78.05K

Mar 31, 26

+30.00K

0.09%

SRS Capital Advisors, Inc.

77.41K

Mar 31, 26

-11.86K

0.09%

PRICE T ROWE ASSOCIATES INC /MD/

77.25K

Mar 31, 26

+9.44K

0.09%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

76.25K

Mar 31, 26

-9.26K

0.09%

Jefferies Financial Group Inc.

73.64K

Mar 31, 26

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

69.53K

Mar 31, 26

+35.94K

0.08%

STATE OF WISCONSIN INVESTMENT BOARD

67.70K

Mar 31, 26

+67.70K

0.08%

Freestone Grove Partners LP

62.52K

Mar 31, 26

+62.52K

0.08%

VANGUARD ASSET MANAGEMENT, Ltd

58.51K

Mar 31, 26

+58.51K

0.07%

VOYA INVESTMENT MANAGEMENT LLC

56.32K

Mar 31, 26

-72.98K

0.07%

LPL Financial LLC

56.14K

Mar 31, 26

+1.28K

0.07%

THRIVENT FINANCIAL FOR LUTHERANS

54.44K

Mar 31, 26

-20.04K

0.07%

Zurcher Kantonalbank (Zurich Cantonalbank)

50.25K

Mar 31, 26

+17.79K

0.06%

Advisor OS, LLC

48.93K

Mar 31, 26

+48.93K

0.06%

CITIGROUP INC

48.53K

Mar 31, 26

-4.51K

0.06%

MetLife Investment Management, LLC

46.16K

Mar 31, 26

-607

0.06%

Quantinno Capital Management LP

43.03K

Mar 31, 26

+26.61K

0.05%

Illinois Municipal Retirement Fund

42.01K

Mar 31, 26

-1.28K

0.05%

MILLENNIUM MANAGEMENT LLC

41.50K

Mar 31, 26

+41.50K

0.05%

PRELUDE CAPITAL MANAGEMENT, LLC

40.13K

Mar 31, 26

0.05%

ADVISOR GROUP HOLDINGS, INC.

37.68K

Mar 31, 26

-7.19K

0.05%

WELLS FARGO & COMPANY/MN

37.47K

Mar 31, 26

-55.99K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

37.01K

Mar 31, 26

+37.01K

0.04%

AQR CAPITAL MANAGEMENT LLC

36.18K

Mar 31, 26

-64.80K

0.04%

JANUS HENDERSON GROUP PLC

36.12K

Mar 31, 26

0.04%

EntryPoint Capital, LLC

35.15K

Mar 31, 26

-9.49K

0.04%

JPMORGAN CHASE & CO

33.69K

Mar 31, 26

-31.78K

0.04%

Creative Planning

33.40K

Mar 31, 26

+5.17K

0.04%

State of Tennessee, Treasury Department

33.15K

Mar 31, 26

+2.30K

0.04%

Vanguard Global Advisers, LLC

31.30K

Mar 31, 26

+31.30K

0.04%

Allworth Financial LP

30.61K

Mar 31, 26

-34.78K

0.04%

Cresset Asset Management, LLC

30.05K

Mar 31, 26

+9.91K

0.04%

Waverly Advisors, LLC

29.98K

Mar 31, 26

+29.98K

0.04%

ROYAL BANK OF CANADA

26.98K

Mar 31, 26

-22.93K

0.03%

INTECH INVESTMENT MANAGEMENT LLC

25.62K

Mar 31, 26

-46.92K

0.03%

Brinker Capital Investments, LLC

25.16K

Mar 31, 26

-279

0.03%

Arkadios Wealth Advisors

23.89K

Mar 31, 26

-368

0.03%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

23.74K

Mar 31, 26

0.03%

Newbridge Financial Services Group, Inc.

23.44K

Mar 31, 26

-3.01K

0.03%

HighTower Advisors, LLC

23.24K

Mar 31, 26

+5.07K

0.03%

Arizona State Retirement System

22.39K

Mar 31, 26

-484

0.03%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

22.25K

Mar 31, 26

-2.12K

0.03%

RPS ADVISORY SOLUTIONS LLC

21.61K

Mar 31, 26

-1.99K

0.03%

Vanguard Investments Australia, Ltd.

21.24K

Mar 31, 26

+21.24K

0.03%

Diversify Advisory Services, LLC

21.04K

Mar 31, 26

-4.60K

0.03%

SEI INVESTMENTS CO

20.84K

Mar 31, 26

+252

0.03%

JUPITER ASSET MANAGEMENT LTD

20.80K

Mar 31, 26

+20.80K

0.03%

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

20.67K

Mar 31, 26

0.02%

CWM, LLC

19.61K

Mar 31, 26

-4.32K

0.02%

AlphaCore Capital LLC

19.02K

Mar 31, 26

+1.03K

0.02%

Skopos Labs, Inc.

18.53K

Mar 31, 26

+18.53K

0.02%

BNP PARIBAS ARBITRAGE, SNC

18.20K

Mar 31, 26

-938

0.02%

KLP KAPITALFORVALTNING AS

17.64K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

17.27K

Mar 31, 26

+17.17K

0.02%

Mutual Advisors, LLC

16.89K

Mar 31, 26

-335

0.02%

CENTAURUS FINANCIAL, INC.

16.83K

Mar 31, 26

0.02%

BARCLAYS PLC

15.94K

Mar 31, 26

-119.16K

0.02%

Geneos Wealth Management Inc.

15.45K

Mar 31, 26

-720

0.02%

Concorde Asset Management, LLC

15.30K

Mar 31, 26

-1.10K

0.02%

Jain Global LLC

14.97K

Mar 31, 26

+14.97K

0.02%

SG Americas Securities, LLC

14.65K

Mar 31, 26

-22.64K

0.02%

ProShare Advisors LLC

12.74K

Mar 31, 26

-3.17K

0.02%

Safeguard Investment Advisory Group, LLC

12.66K

Mar 31, 26

0.02%

Sollinda Capital Management LLC

12.49K

Mar 31, 26

0.02%

Disciplined Investments, LLC

12.00K

Mar 31, 26

0.01%

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

11.81K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

11.05K

Mar 31, 26

+1.48K

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

10.54K

Mar 31, 26

+10.54K

0.01%

Amundi

10.08K

Mar 31, 26

0.01%

Financial Gravity Asset Management, Inc.

7.60K

Mar 31, 26

+7.60K

0.01%

Russell Investments Group, Ltd.

6.99K

Mar 31, 26

-1.31K

0.01%

Ameritas Investment Partners, Inc.

6.84K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

6.65K

Mar 31, 26

+1.81K

0.01%

Steward Partners Investment Advisory, LLC

5.80K

Mar 31, 26

-10

0.01%

KBC Group NV

5.57K

Mar 31, 26

+5.57K

0.01%

BESSEMER GROUP INC

5.47K

Mar 31, 26

+2.68K

0.01%

NISA INVESTMENT ADVISORS, LLC

5.20K

Mar 31, 26

-3.79K

0.01%

FMR LLC

4.65K

Mar 31, 26

-11.93K

0.01%

Pinnacle Wealth Planning Services, Inc.

3.41K

Mar 31, 26

+345

0.00%

Fairscale Capital, LLC

3.11K

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

2.95K

Mar 31, 26

-1.49K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

2.38K

Mar 31, 26

+907

0.00%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

2.33K

Mar 31, 26

+374

0.00%

HUNTINGTON NATIONAL BANK

2.16K

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

2.04K

Mar 31, 26

+1.10K

0.00%

Western Wealth Management, LLC

1.88K

Mar 31, 26

+1.88K

0.00%

HARBOUR INVESTMENTS, INC.

1.86K

Mar 31, 26

+1.86K

0.00%

HARBOR CAPITAL ADVISORS, INC.

1.55K

Mar 31, 26

+1.21K

0.00%

Advisory Services Network, LLC

1.22K

Mar 31, 26

+1.22K

0.00%

NewEdge Advisors, LLC

1.06K

Mar 31, 26

0.00%

Front Row Advisors LLC

657

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

481

Mar 31, 26

-18

0.00%

Vestcor Inc

473

Mar 31, 26

-26.48K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

422

Mar 31, 26

+422

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

422

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

290

Mar 31, 26

+290

0.00%

NATIONAL BANK OF CANADA /FI/

258

Mar 31, 26

+258

0.00%

Salomon & Ludwin, LLC

252

Mar 31, 26

-844

0.00%

Optiver Holding B.V.

214

Mar 31, 26

-72

0.00%

SIMPLEX TRADING, LLC

180

Mar 31, 26

+180

0.00%

WPG Advisers, LLC

171

Mar 31, 26

+34

0.00%

Larson Financial Group LLC

149

Mar 31, 26

0.00%

US BANCORP \DE\

119

Mar 31, 26

+119

0.00%

Quarry LP

111

Mar 31, 26

+15

0.00%

UMB Bank, n.a.

Mar 31, 26

-602

0.00%

Covestor Ltd

Mar 31, 26

+16

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

+35

0.00%

Rossby Financial, LCC

Mar 31, 26

+28

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

-55

0.00%

Dunhill Financial, LLC

Mar 31, 26

-1

0.00%

Polymer Capital Management (US) LLC

Mar 31, 26

-37.05K

Arete Wealth Advisors, LLC

Mar 31, 26

-51.63K

Luminist Capital LLC

Mar 31, 26

-234

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-13.49K

GUGGENHEIM CAPITAL LLC

Mar 31, 26

-25.94K

Parkside Financial Bank & Trust

Mar 31, 26

-19

Glen Eagle Advisors, LLC

Mar 31, 26

-328

Quantbot Technologies LP

Mar 31, 26

-20.85K

BOKF, NA

Mar 31, 26

-4.51K

BALYASNY ASSET MANAGEMENT L.P.

Mar 31, 26

-13.09K

Coppell Advisory Solutions LLC

Mar 31, 26

-11.72K

AIGEN INVESTMENT MANAGEMENT, LP

Mar 31, 26

-40.72K

Parallel Advisors, LLC

Mar 31, 26

-92

Endowment Wealth Management, Inc.

Mar 31, 26

-18.14K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-11.63K

Qube Research & Technologies Ltd

Mar 31, 26

-42.11K

JANE STREET GROUP, LLC

Mar 31, 26

-93.64K

BNP Paribas Asset Management Holding S.A.

Mar 31, 26

-797

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-181.02K

Eagle Point Credit Management LLC

Mar 31, 26

-835.59K

Legacy Capital Wealth Partners, LLC

Mar 31, 26

-19.97K

Kemnay Advisory Services Inc.

Mar 31, 26

-4.43K

Kingstone Capital Partners Texas, LLC

Mar 31, 26

-29.87K

VANGUARD GROUP INC

8.66M

Dec 31, 25

-131.88K

10.43%

TWO SIGMA ADVISERS, LP

118.60K

Dec 31, 25

+100.80K

0.14%

Quest Partners LLC

22.31K

Dec 31, 25

-74.51K

0.03%

COMERICA BANK

17.72K

Dec 31, 25

-5.51K

0.02%

SageView Advisory Group, LLC

3.03K

Dec 31, 25

+3.03K

0.00%

CIBC Private Wealth Group, LLC

1.62K

Dec 31, 25

+20

0.00%

Global Retirement Partners, LLC

1.35K

Dec 31, 25

-260

0.00%

Shorepoint Capital Partners LLC

46.40K

Sep 30, 25

+46.40K

0.06%

Kathleen S. Wright Associates Inc.

3.42K

Sep 30, 25

0.00%

Financial Gravity Companies, Inc.

10.03K

Jun 30, 25

+10.03K

0.01%

Semmax Financial Advisors Inc.

4.30K

Jun 30, 25

0.01%

Atria Wealth Solutions, Inc.

Jun 30, 25

-55.89K

First Horizon Advisors, Inc.

Jun 30, 25

-87

Schechter Investment Advisors, LLC

89.44K

Mar 31, 25

-5.98K

0.11%

Orion Portfolio Solutions, LLC

24.24K

Mar 31, 25

+3.37K

0.03%

Lindbrook Capital, LLC

Mar 31, 25

-10

Nuveen Asset Management, LLC

191.75K

Dec 31, 24

-15.91K

0.23%

RAYMOND JAMES & ASSOCIATES

58.96K

Sep 30, 24

+14.17K

0.07%

Raymond James Financial Services Advisors, Inc.

15.87K

Sep 30, 24

+3.48K

0.02%

FinTrust Capital Advisors, LLC

Sep 30, 24

0.00%

BlackRock Inc.

13.61M

Jun 30, 24

-377.55K

16.38%

BENJAMIN F. EDWARDS & COMPANY, INC.

167

Jun 30, 24

-52

0.00%

Cetera Advisors LLC

92.43K

Mar 31, 24

+59.59K

0.11%

CREDIT SUISSE AG/

78.33K

Mar 31, 24

0.09%

Cetera Advisor Networks LLC

39.18K

Mar 31, 24

+4.25K

0.05%

Coppell Advisory Solutions Corp.

15.48K

Mar 31, 24

+15.48K

0.02%

Baystate Wealth Management LLC

698

Dec 31, 23

0.00%

Golden Green, Inc.

21.26K

Sep 30, 23

+2.23K

0.03%

KENFARB & CO.

1.64K

Sep 30, 23

0.00%

Kalos Management, Inc.

25.43K

Jun 30, 23

-4.48K

0.03%

Jenkins Wealth

11.93K

Dec 31, 22

+11.93K

0.01%

Jefferies Group LLC

584.96K

Sep 30, 22

-705

0.70%

WIPFLI FINANCIAL ADVISORS LLC,

1.48K

Sep 30, 22

+1.48K

0.00%

ACG Wealth

Sep 30, 22

-2.17K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

113.94K

Mar 31, 22

+62.88K

0.14%

Amalgamated Financial Corp.

18.62K

Mar 31, 22

+18.62K

0.02%

NEXT Financial Group, Inc

Dec 31, 21