Fresenius Medical Care AG & Co. KGaA(FMS)
$23.51—
Fresenius Medical Care AG & Co. KGaA(FMS)
NYSE
$23.51—
Institutional Ownership
Top 364 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 14.99M | Jun 30, 26 | -60.74K | 2.79% |
| MORGAN STANLEY | 4.35M | Jun 30, 26 | +1.86M | 0.81% |
| DODGE & COX | 3.83M | Jun 30, 26 | -- | 0.71% |
| FIDUCIARY MANAGEMENT INC /WI/ | 2.94M | Jun 30, 26 | -1.52M | 0.55% |
| BRANDES INVESTMENT PARTNERS, LP | 1.92M | Jun 30, 26 | +305.24K | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 1.57M | Jun 30, 26 | -69.50K | 0.29% |
| TODD ASSET MANAGEMENT LLC | 1.31M | Jun 30, 26 | +8.84K | 0.24% |
| GOLDMAN SACHS GROUP INC | 898.67K | Jun 30, 26 | +80.67K | 0.17% |
| BlackRock, Inc. | 860.30K | Jun 30, 26 | +232.63K | 0.16% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 816.20K | Jun 30, 26 | -- | 0.15% |
| Quantinno Capital Management LP | 527.97K | Jun 30, 26 | +186.62K | 0.10% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 465.59K | Jun 30, 26 | +259.71K | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 428.70K | Jun 30, 26 | +44.92K | 0.08% |
| NORTHERN TRUST CORP | 384.96K | Jun 30, 26 | +5.18K | 0.07% |
| WELLS FARGO & COMPANY/MN | 381.36K | Jun 30, 26 | +46.51K | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 364.77K | Jun 30, 26 | -57.65K | 0.07% |
| Moran Wealth Management, LLC | 362.44K | Jun 30, 26 | +14.66K | 0.07% |
| Creative Planning | 297.33K | Jun 30, 26 | +113.52K | 0.06% |
| ROYAL BANK OF CANADA | 262.80K | Jun 30, 26 | +45.94K | 0.05% |
| FMR LLC | 245.68K | Jun 30, 26 | -49.71K | 0.05% |
| ABC ARBITRAGE SA | 239.75K | Jun 30, 26 | +239.75K | 0.04% |
| JPMORGAN CHASE & CO | 222.16K | Jun 30, 26 | +105.67K | 0.04% |
| UBS Group AG | 219.75K | Jun 30, 26 | +106.23K | 0.04% |
| D. E. Shaw & Co., Inc. | 210.75K | Jun 30, 26 | -218.59K | 0.04% |
| HRT FINANCIAL LP | 205.72K | Jun 30, 26 | +119.89K | 0.04% |
| ASSETMARK, INC | 182.57K | Jun 30, 26 | +50.25K | 0.03% |
| Trexquant Investment LP | 179.89K | Jun 30, 26 | +146.30K | 0.03% |
| Cinctive Capital Management LP | 167.02K | Jun 30, 26 | +68.01K | 0.03% |
| NIA IMPACT ADVISORS, LLC | 136.77K | Jun 30, 26 | -10.83K | 0.03% |
| RITHOLTZ WEALTH MANAGEMENT | 128.40K | Jun 30, 26 | +43.74K | 0.02% |
| JANE STREET GROUP, LLC | 101.88K | Jun 30, 26 | +20.17K | 0.02% |
| Toroso Investments, LLC | 99.79K | Jun 30, 26 | +48.88K | 0.02% |
| STIFEL FINANCIAL CORP | 95.18K | Jun 30, 26 | +14.52K | 0.02% |
| QRG CAPITAL MANAGEMENT, INC. | 89.27K | Jun 30, 26 | +12.14K | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 89.12K | Jun 30, 26 | -246.67K | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 84.70K | Jun 30, 26 | +45.97K | 0.02% |
| Sixth Street Partners Management Company, L.P. | 83.64K | Jun 30, 26 | +83.64K | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 83.64K | Jun 30, 26 | -1.19K | 0.02% |
| HANTZ FINANCIAL SERVICES, INC. | 82.64K | Jun 30, 26 | +228 | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 82.05K | Jun 30, 26 | +18.05K | 0.02% |
| SEARLE & CO. | 80.72K | Jun 30, 26 | -- | 0.02% |
| Point72 Asset Management, L.P. | 76.83K | Jun 30, 26 | -433.08K | 0.01% |
| SEI INVESTMENTS CO | 71.00K | Jun 30, 26 | -49.70K | 0.01% |
| Pathstone Holdings, LLC | 69.64K | Jun 30, 26 | +2.55K | 0.01% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 66.90K | Jun 30, 26 | +66.90K | 0.01% |
| XTX Topco Ltd | 66.07K | Jun 30, 26 | +66.07K | 0.01% |
| BANK OF MONTREAL /CAN/ | 62.37K | Jun 30, 26 | +17.15K | 0.01% |
| Advisors Asset Management, Inc. | 60.93K | Jun 30, 26 | -5.09K | 0.01% |
| BANK OF AMERICA CORP /DE/ | 59.52K | Jun 30, 26 | -22.95K | 0.01% |
| BAROMETER CAPITAL MANAGEMENT INC. | 58.20K | Jun 30, 26 | +12.00K | 0.01% |
| Crossmark Global Holdings, Inc. | 57.89K | Jun 30, 26 | +1.27K | 0.01% |
| TWO SIGMA INVESTMENTS, LP | 57.67K | Jun 30, 26 | -156.70K | 0.01% |
| MML INVESTORS SERVICES, LLC | 57.37K | Jun 30, 26 | +22.63K | 0.01% |
| LPL Financial LLC | 56.89K | Jun 30, 26 | +3.56K | 0.01% |
| BALYASNY ASSET MANAGEMENT L.P. | 56.83K | Jun 30, 26 | +56.83K | 0.01% |
| Mariner, LLC | 45.42K | Jun 30, 26 | -4.68K | 0.01% |
| Cerity Partners LLC | 43.84K | Jun 30, 26 | +3.20K | 0.01% |
| Callan Family Office, LLC | 42.23K | Jun 30, 26 | +20.54K | 0.01% |
| Vident Advisory, LLC | 40.71K | Jun 30, 26 | -4.39K | 0.01% |
| Uncommon Cents Investing LLC | 40.55K | Jun 30, 26 | +50 | 0.01% |
| Sequoia Financial Advisors, LLC | 39.53K | Jun 30, 26 | +19.25K | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 38.75K | Jun 30, 26 | +138 | 0.01% |
| CITADEL ADVISORS LLC | 38.05K | Jun 30, 26 | -18.53K | 0.01% |
| Summit Trail Advisors, LLC | 37.19K | Jun 30, 26 | -305 | 0.01% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 36.70K | Jun 30, 26 | +50 | 0.01% |
| Ethic Inc. | 31.91K | Jun 30, 26 | -2.82K | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 31.54K | Jun 30, 26 | +14.02K | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 30.01K | Jun 30, 26 | +3.22K | 0.01% |
| IEQ CAPITAL, LLC | 28.86K | Jun 30, 26 | +28.86K | 0.01% |
| AMERIPRISE FINANCIAL INC | 28.47K | Jun 30, 26 | +5.74K | 0.01% |
| Summit Financial, LLC | 28.23K | Jun 30, 26 | +131 | 0.01% |
| Bank of New York Mellon Corp | 28.08K | Jun 30, 26 | +7.41K | 0.01% |
| Brinker Capital Investments, LLC | 28.06K | Jun 30, 26 | +5.52K | 0.01% |
| Connor, Clark & Lunn Investment Management Ltd. | 27.64K | Jun 30, 26 | +27.64K | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 27.59K | Jun 30, 26 | +4.21K | 0.01% |
| Caprock Group, LLC | 26.30K | Jun 30, 26 | +4.04K | 0.00% |
| NBC SECURITIES, INC. | 24.01K | Jun 30, 26 | +2.91K | 0.00% |
| GLENMEDE TRUST CO NA | 21.76K | Jun 30, 26 | +929 | 0.00% |
| GAMMA Investing LLC | 21.70K | Jun 30, 26 | +13.69K | 0.00% |
| DMC Group, LLC | 21.59K | Jun 30, 26 | -872 | 0.00% |
| GUGGENHEIM CAPITAL LLC | 21.59K | Jun 30, 26 | -84 | 0.00% |
| Optiver Holding B.V. | 21.16K | Jun 30, 26 | +21.16K | 0.00% |
| RHUMBLINE ADVISERS | 21.13K | Jun 30, 26 | +2.40K | 0.00% |
| US BANCORP \DE\ | 21.07K | Jun 30, 26 | -1.94K | 0.00% |
| Steward Partners Investment Advisory, LLC | 20.85K | Jun 30, 26 | +20.81K | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 20.73K | Jun 30, 26 | +1.27K | 0.00% |
| Cetera Investment Advisers | 19.65K | Jun 30, 26 | +3.73K | 0.00% |
| HighTower Advisors, LLC | 18.70K | Jun 30, 26 | +293 | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 18.48K | Jun 30, 26 | -4.44K | 0.00% |
| FIFTH THIRD BANCORP | 18.38K | Jun 30, 26 | -390 | 0.00% |
| Aaron Wealth Advisors LLC | 18.10K | Jun 30, 26 | +1.68K | 0.00% |
| Schonfeld Strategic Advisors LLC | 17.12K | Jun 30, 26 | -51.44K | 0.00% |
| LAIRD NORTON TRUST COMPANY, LLC | 16.72K | Jun 30, 26 | +1.29K | 0.00% |
| Kathmere Capital Management, LLC | 16.01K | Jun 30, 26 | +6.32K | 0.00% |
| MEYER HANDELMAN CO | 16.00K | Jun 30, 26 | -- | 0.00% |
| Nuveen, LLC | 15.94K | Jun 30, 26 | -18.98K | 0.00% |
| Versant Capital Management, Inc | 15.51K | Jun 30, 26 | +5.83K | 0.00% |
| Venturi Wealth Management, LLC | 15.36K | Jun 30, 26 | +15.36K | 0.00% |
| Riverwater Partners LLC | 15.31K | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 15.21K | Jun 30, 26 | +59 | 0.00% |
| PING CAPITAL MANAGEMENT, INC. | 15.00K | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 14.93K | Jun 30, 26 | +258 | 0.00% |
| Baron Wealth Management LLC | 14.86K | Jun 30, 26 | +14.86K | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 14.55K | Jun 30, 26 | +1.54K | 0.00% |
| NATIXIS ADVISORS, L.P. | 14.31K | Jun 30, 26 | +1.04K | 0.00% |
| Russell Investments Group, Ltd. | 13.73K | Jun 30, 26 | +3.36K | 0.00% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 13.53K | Jun 30, 26 | -- | 0.00% |
| D'Orazio & Associates, Inc. | 13.51K | Jun 30, 26 | +4.61K | 0.00% |
| Colony Group, LLC | 13.30K | Jun 30, 26 | +13.30K | 0.00% |
| Transmarket Holdings LP | 12.98K | Jun 30, 26 | +12.98K | 0.00% |
| SYON CAPITAL LLC | 12.90K | Jun 30, 26 | +12.90K | 0.00% |
| Neuberger Berman Group LLC | 12.80K | Jun 30, 26 | +12.80K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 12.78K | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 12.71K | Jun 30, 26 | -2.81K | 0.00% |
| TRUIST FINANCIAL CORP | 12.67K | Jun 30, 26 | +1.74K | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 12.59K | Jun 30, 26 | -- | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 12.59K | Jun 30, 26 | -2.71K | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.71K | Jun 30, 26 | +11.71K | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11.59K | Jun 30, 26 | +1.49K | 0.00% |
| Trek Financial, LLC | 11.31K | Jun 30, 26 | +198 | 0.00% |
| LVW Advisors, LLC | 10.63K | Jun 30, 26 | -2.72K | 0.00% |
| One Capital Management, LLC | 10.48K | Jun 30, 26 | -- | 0.00% |
| TWO SIGMA SECURITIES, LLC | 10.48K | Jun 30, 26 | +10.48K | 0.00% |
| SG Americas Securities, LLC | 10.34K | Jun 30, 26 | +120 | 0.00% |
| SIGNATUREFD, LLC | 9.95K | Jun 30, 26 | +2.30K | 0.00% |
| PKS Advisory Services, LLC | 9.88K | Jun 30, 26 | +9.88K | 0.00% |
| Kimelman & Baird, LLC | 9.73K | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.68K | Jun 30, 26 | -509 | 0.00% |
| TCG Advisory Services, LLC | 9.15K | Jun 30, 26 | +9.15K | 0.00% |
| FRANKLIN STREET ADVISORS INC /NC | 8.90K | Jun 30, 26 | -- | 0.00% |
| COMMONS CAPITAL, LLC | 8.89K | Jun 30, 26 | -- | 0.00% |
| Arbor Investment Advisors, LLC | 8.87K | Jun 30, 26 | +8.87K | 0.00% |
| CACTI ASSET MANAGEMENT LLC | 6.00K | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 4.20K | Jun 30, 26 | -437 | 0.00% |
| Integrated Wealth Concepts LLC | 4.01K | Jun 30, 26 | +4.01K | 0.00% |
| Ronald Blue Trust, Inc. | 3.88K | Jun 30, 26 | +330 | 0.00% |
| Allworth Financial LP | 3.55K | Jun 30, 26 | +850 | 0.00% |
| Quantbot Technologies LP | 2.56K | Jun 30, 26 | +2.56K | 0.00% |
| HUNTINGTON NATIONAL BANK | 2.54K | Jun 30, 26 | +218 | 0.00% |
| EverSource Wealth Advisors, LLC | 2.41K | Jun 30, 26 | -1.72K | 0.00% |
| Cromwell Holdings LLC | 2.27K | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 2.08K | Jun 30, 26 | +327 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.06K | Jun 30, 26 | +322 | 0.00% |
| Tower Research Capital LLC (TRC) | 1.81K | Jun 30, 26 | +1.81K | 0.00% |
| SRS Capital Advisors, Inc. | 1.76K | Jun 30, 26 | +894 | 0.00% |
| Cape Investment Advisory, Inc. | 1.72K | Jun 30, 26 | +1.72K | 0.00% |
| Clearstead Advisors, LLC | 1.61K | Jun 30, 26 | +1.61K | 0.00% |
| Hartford Financial Management Inc. | 1.51K | Jun 30, 26 | -477 | 0.00% |
| Atlantic Union Bankshares Corp | 1.50K | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1.47K | Jun 30, 26 | +536 | 0.00% |
| Farther Finance Advisors, LLC | 1.38K | Jun 30, 26 | -530 | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 1.32K | Jun 30, 26 | -73 | 0.00% |
| Davis Capital Management | 1.29K | Jun 30, 26 | +1.29K | 0.00% |
| TD Waterhouse Canada Inc. | 1.26K | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 1.10K | Jun 30, 26 | -15 | 0.00% |
| Smartleaf Asset Management LLC | 1.07K | Jun 30, 26 | -- | 0.00% |
| Guardian Partners Inc. | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 945 | Jun 30, 26 | +76 | 0.00% |
| Centerpoint Advisors, LLC | 944 | Jun 30, 26 | -- | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 926 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 850 | Jun 30, 26 | -638 | 0.00% |
| Leonteq Securities AG | 750 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 669 | Jun 30, 26 | +669 | 0.00% |
| Larson Financial Group LLC | 669 | Jun 30, 26 | +349 | 0.00% |
| Pinnacle Bancorp, Inc. | 633 | Jun 30, 26 | +150 | 0.00% |
| Salomon & Ludwin, LLC | 598 | Jun 30, 26 | -277 | 0.00% |
| EASTERN BANK | 591 | Jun 30, 26 | +382 | 0.00% |
| MONTAG A & ASSOCIATES INC | 586 | Jun 30, 26 | +77 | 0.00% |
| Owl Creek Wealth Partners LLC | 540 | Jun 30, 26 | +445 | 0.00% |
| MB, LEVIS & ASSOCIATES, LLC | 478 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 464 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 460 | Jun 30, 26 | +128 | 0.00% |
| Transamerica Financial Advisors, Inc. | 413 | Jun 30, 26 | +314 | 0.00% |
| Markowski Investments | 409 | Jun 30, 26 | +409 | 0.00% |
| True Wealth Design, LLC | 338 | Jun 30, 26 | +139 | 0.00% |
| Silver Grove Financial Group, Inc. | 330 | Jun 30, 26 | +330 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 314 | Jun 30, 26 | +5 | 0.00% |
| JNBA Financial Advisors | 301 | Jun 30, 26 | -- | 0.00% |
| Basecamp Wealth Advisors LLC | 285 | Jun 30, 26 | +21 | 0.00% |
| SBI Securities Co., Ltd. | 269 | Jun 30, 26 | +1 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 259 | Jun 30, 26 | +259 | 0.00% |
| WealthCollab, LLC | 219 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 212 | Jun 30, 26 | +6 | 0.00% |
| Glen Eagle Advisors, LLC | 204 | Jun 30, 26 | +95 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 200 | Jun 30, 26 | +200 | 0.00% |
| LifeSteps Financial, Inc. | 200 | Jun 30, 26 | +200 | 0.00% |
| Bruce G. Allen Investments, LLC | 193 | Jun 30, 26 | -1.34K | 0.00% |
| BESSEMER GROUP INC | 181 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 150 | Jun 30, 26 | +150 | 0.00% |
| KELLEHER FINANCIAL ADVISORS | 143 | Jun 30, 26 | +143 | 0.00% |
| Cornerstone Planning Group LLC | 116 | Jun 30, 26 | +83 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 112 | Jun 30, 26 | +112 | 0.00% |
| Signature Equity Partners, LLC | 104 | Jun 30, 26 | +20 | 0.00% |
| MANNING & NAPIER ADVISORS LLC | 100 | Jun 30, 26 | +19 | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 88 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 85 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 84 | Jun 30, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 84 | Jun 30, 26 | +84 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 82 | Jun 30, 26 | +20 | 0.00% |
| GW&K Investment Management, LLC | 81 | Jun 30, 26 | +1 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 79 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 74 | Jun 30, 26 | -- | 0.00% |
| First Command Advisory Services, Inc. | 71 | Jun 30, 26 | +71 | 0.00% |
| Elequin Securities, LLC | 68 | Jun 30, 26 | +68 | 0.00% |
| CVA Family Office, LLC | 67 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 65 | Jun 30, 26 | +25 | 0.00% |
| Arlington Trust Co LLC | 61 | Jun 30, 26 | -- | 0.00% |
| JPL Wealth Management, LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| Kilter Group LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| Cornerstone Financial Management LLC | 49 | Jun 30, 26 | +23 | 0.00% |
| GROUP ONE TRADING, L.P. | 35 | Jun 30, 26 | -- | 0.00% |
| Retirement Wealth Solutions LLC | 33 | Jun 30, 26 | -45 | 0.00% |
| American Capital Advisory, LLC | 26 | Jun 30, 26 | -48 | 0.00% |
| Stone House Investment Management, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 24 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 24 | Jun 30, 26 | +24 | 0.00% |
| DEUTSCHE BANK AG\ | 22 | Jun 30, 26 | +22 | 0.00% |
| Investors Research Corp | 21 | Jun 30, 26 | -- | 0.00% |
| Burk Holdings LLC | 20 | Jun 30, 26 | -- | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 19 | Jun 30, 26 | -2 | 0.00% |
| Plante Moran Financial Advisors, LLC | 17 | Jun 30, 26 | +17 | 0.00% |
| LRI Investments, LLC | 17 | Jun 30, 26 | +17 | 0.00% |
| MOTCO | 16 | Jun 30, 26 | +16 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 15 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 10 | Jun 30, 26 | -96 | 0.00% |
| Highland Investment Advisors LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| Bogart Wealth, LLC | 8 | Jun 30, 26 | +7 | 0.00% |
| Abound Wealth Management | 6 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO | 6 | Jun 30, 26 | +6 | 0.00% |
| Monetary Solutions, Ltd | 4 | Jun 30, 26 | +4 | 0.00% |
| Triumph Capital Management | 3 | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Axiom Investment Management LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -23.35K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -21.52K | -- |
| Engineers Gate Manager LP | -- | Jun 30, 26 | -63.59K | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -31 | -- |
| Squarepoint Ops LLC | -- | Jun 30, 26 | -14.96K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -13.66K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1 | -- |
| Advisors Preferred, LLC | -- | Jun 30, 26 | -10.23K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -180 | -- |
| Aquatic Capital Management LLC | -- | Jun 30, 26 | -14.46K | -- |
| DIVERSIFIED MANAGEMENT INC | -- | Jun 30, 26 | -73.05K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -4.55K | -- |
| Frazier Financial Advisors, LLC | -- | Jun 30, 26 | -37 | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Jun 30, 26 | -16 | -- |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -617 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -293 | -- |
| AXQ CAPITAL, LP | -- | Jun 30, 26 | -12.76K | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Jun 30, 26 | -32 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -83 | -- |
| Federation des caisses Desjardins du Quebec | -- | Jun 30, 26 | -66 | -- |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -25.05K | -- |
| Ancora Advisors, LLC | -- | Jun 30, 26 | -531 | -- |
| HENNESSY ADVISORS INC | -- | Jun 30, 26 | -337.80K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -3.06K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | -- | Jun 30, 26 | -3.52K | -- |
| Integral Health Asset Management, LLC | -- | Jun 30, 26 | -775.00K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -27.79K | -- |
| Autumn Glory Partners, LLC | -- | Jun 30, 26 | -2.00K | -- |
| Corient IA LLC | -- | Jun 30, 26 | -15.00K | -- |
| SIGNET FINANCIAL MANAGEMENT, LLC | 28.89K | Mar 31, 26 | -389 | 0.01% |
| Skopos Labs, Inc. | 14.79K | Mar 31, 26 | +5.93K | 0.00% |
| First Affirmative Financial Network | 8.88K | Mar 31, 26 | +8.88K | 0.00% |
| CWM, LLC | 1.24K | Mar 31, 26 | +23 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 419 | Mar 31, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 32 | Mar 31, 26 | -24 | 0.00% |
| TWO SIGMA ADVISERS, LP | 37.21K | Dec 31, 25 | +14.61K | 0.01% |
| CIBC Private Wealth Group, LLC | 1.15K | Dec 31, 25 | -227 | 0.00% |
| Principia Wealth Advisory, LLC | 22 | Dec 31, 25 | +8 | 0.00% |
| Cubist Systematic Strategies, LLC | 79.56K | Sep 30, 25 | +79.56K | 0.01% |
| Glenmede Investment Management, LP | 20.71K | Sep 30, 25 | -103 | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 8.92K | Sep 30, 25 | -215 | 0.00% |
| PrairieView Partners, LLC | 418 | Jun 30, 25 | -- | 0.00% |
| First Horizon Advisors, Inc. | 176 | Jun 30, 25 | +142 | 0.00% |
| Callan Capital, LLC | 13.97K | Mar 31, 25 | +870 | 0.00% |
| Sandy Spring Bank | 1.50K | Mar 31, 25 | -- | 0.00% |
| Lindbrook Capital, LLC | 1.11K | Mar 31, 25 | -28 | 0.00% |
| Nuveen Asset Management, LLC | 66.87K | Dec 31, 24 | -7.06K | 0.01% |
| Zions Bancorporation, N.A. | 17 | Dec 31, 24 | -- | 0.00% |
| First Trust Direct Indexing L.P. | 22.90K | Sep 30, 24 | +2.02K | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 16.39K | Sep 30, 24 | -4.34K | 0.00% |
| Annapolis Financial Services, LLC | 2.33K | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 469.40K | Jun 30, 24 | +23.77K | 0.09% |
| JANICZEK WEALTH MANAGEMENT, LLC | 80 | Jun 30, 24 | +80 | 0.00% |
| Private Ocean, LLC | 24 | Jun 30, 24 | +24 | 0.00% |
| CAMBRIDGE TRUST CO | 209 | Mar 31, 24 | -- | 0.00% |
| ADVISOR PARTNERS II, LLC | 10.84K | Sep 30, 23 | +1.52K | 0.00% |
| Endurance Wealth Management, Inc. | 69 | Jun 30, 23 | -- | 0.00% |
| Vigilant Capital Management, LLC | -- | Jun 30, 23 | -200 | -- |
| Covington Capital Management | 7.47K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.77K | Sep 30, 22 | +1.77K | 0.00% |
| BLUESTEIN R H & CO LLC | -- | Sep 30, 22 | -9.00K | -- |
| Altium Wealth Management LLC | 12.40K | Jun 30, 22 | -6.20K | 0.00% |
| Private Capital Group, LLC | 305 | Jun 30, 22 | +1 | 0.00% |
| HC FINANCIAL ADVISORS INC | 150 | Jun 30, 22 | -- | 0.00% |
| Lake Point Wealth Management | 119 | Jun 30, 22 | -- | 0.00% |
| Fieldpoint Private Securities, LLC | 65 | Jun 30, 22 | -375 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 483.39K | Mar 31, 22 | +81.99K | 0.09% |
| People's United Financial, Inc. | 22.11K | Mar 31, 22 | +5.13K | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | 41 | Mar 31, 22 | -100 | 0.00% |
| NEXT Financial Group, Inc | 36 | Dec 31, 21 | -692 | 0.00% |
| Berman Capital Advisors, LLC | 91 | Sep 30, 21 | -- | 0.00% |
| Aperio Group, LLC | 178.43K | Dec 31, 20 | -13.55K | 0.03% |
| NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 237.35K | Sep 30, 20 | -8.36K | 0.04% |
| ETRADE Capital Management LLC | 8.15K | Sep 30, 20 | +733 | 0.00% |
| Cornerstone Advisors, Inc. | 627 | Sep 30, 20 | +93 | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 458 | Sep 30, 20 | -- | 0.00% |
| Lenox Wealth Management, Inc. | 184 | Jun 30, 20 | -19 | 0.00% |
| TRUEWEALTH LLC | 54 | Jun 30, 20 | -- | 0.00% |
| NumerixS Investment Technologies Inc | -- | Jun 30, 20 | -1.40K | -- |
| Advisor Group, Inc. | 2.13K | Dec 31, 19 | -231 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.91K | Dec 31, 19 | -- | 0.00% |
| SUNTRUST BANKS INC | 43.35K | Sep 30, 19 | -718 | 0.01% |
| HARTWELL J M LIMITED PARTNERSHIP | 15.00K | Sep 30, 19 | -1.50K | 0.00% |
| BIEGEL & WALLER LLC | 8.00K | Sep 30, 19 | -- | 0.00% |
| BB&T SECURITIES, LLC | -- | Sep 30, 19 | -5.94K | -- |
| WealthTrust-Arizona, LLC | 1.08K | Dec 31, 18 | +85 | 0.00% |
| Financial Gravity Companies, Inc. | 6 | Dec 31, 18 | +6 | 0.00% |
| Zions Bancorporation | 720 | Sep 30, 18 | +720 | 0.00% |
| Credential Securities Inc. | 10.46K | Jun 30, 18 | -780 | 0.00% |
| Edge Advisors, LLC | -- | Jun 30, 18 | -46 | -- |
| GRATRY & Co LLC | 16.06K | Mar 31, 18 | -2.94K | 0.00% |
| RUANE, CUNNIFF & GOLDFARB INC | 10.19K | Dec 31, 17 | +10.19K | 0.00% |
| MILLIE CAPITAL MANAGEMENT, LLC | 3.85K | Dec 31, 17 | +3.85K | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 226 | Dec 31, 17 | -1.03K | 0.00% |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -1.11K | -- |
| CAPSTONE ASSET MANAGEMENT CO | 58.41K | Jun 30, 17 | -1.33K | 0.01% |
| ABERDEEN ASSET MANAGEMENT PLC/UK | 8.70K | Jun 30, 17 | -- | 0.00% |
| Virtu KCG Holdings LLC | 8.68K | Jun 30, 17 | +8.68K | 0.00% |
| Independent Portfolio Consultants, Inc. | 6.13K | Jun 30, 17 | -1.15K | 0.00% |
| Commonwealth Equity Services, Inc | 5.66K | Jun 30, 17 | +336 | 0.00% |
| Airain ltd | -- | Jun 30, 17 | -7.23K | -- |
| R&F Capital Advisors LP | 11.08K | Mar 31, 17 | +11.08K | 0.00% |
| Calvert Investment Management, Inc. | 14.67K | Dec 31, 16 | -92 | 0.00% |
| MSI Financial Services Inc | 2.51K | Dec 31, 16 | +1.57K | 0.00% |
| Stanford Investment Group, Inc. | 324 | Dec 31, 16 | -- | 0.00% |
| KANALY TRUST CO | 93 | Dec 31, 16 | +28 | 0.00% |
| Lombard Odier & Cie (Canada), Limited Partnership | 11.00K | Sep 30, 16 | -- | 0.00% |
| Lombard Odier Transatlantic Ltd | 6.95K | Sep 30, 16 | -- | 0.00% |
| WESTPORT RESOURCES MANAGEMENT INC | 600 | Sep 30, 16 | -3.60K | 0.00% |
| SOCIETE GENERALE | 10.16K | Jun 30, 16 | +10.16K | 0.00% |
| Lebenthal Holdings,LLC | -- | Jun 30, 16 | -4.67K | -- |
| Alerus Investment Advisors Corp | 33 | Mar 31, 16 | +33 | 0.00% |
| Gupta Wealth Management LLC | -- | Mar 31, 16 | -200 | -- |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -250 | -- |
| OFI Advisors LLC | 1.84K | Sep 30, 15 | +77 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 296.43K | Jun 30, 15 | +23.57K | 0.06% |
| Highmount Capital, LLC | 86.61K | Jun 30, 15 | -1.32K | 0.02% |
| STERNE AGEE GROUP, INC. | 14.19K | Mar 31, 15 | +110 | 0.00% |
| BOSTON PRIVATE BANK & TRUST CO | 141 | Mar 31, 15 | -- | 0.00% |
| Mariner Wealth Advisors-NYC, LLC | 45 | Mar 31, 15 | +45 | 0.00% |
| Placemark Investments, Inc. | 95.72K | Dec 31, 14 | +7.88K | 0.02% |
| SHAPIRO ROBERT N | 137 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 58.03K | Sep 30, 14 | +426 | 0.01% |
| Banyan Partners, LLC | 16.13K | Sep 30, 14 | +16.13K | 0.00% |
| Jane Street Holding, LLC | 38.79K | Dec 31, 13 | +18.31K | 0.01% |
| First Allied Securities, Inc. | -- | Jun 30, 12 | -142 | -- |
| VALUE LINE INC | 26.90K | Sep 30, 10 | -- | 0.01% |
| RBC Dominion Securities Inc. | 21 | Dec 31, 08 | +21 | 0.00% |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | 8.10K | Jun 30, 08 | +2.40K | 0.00% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | -- | Dec 31, 04 | -1.33K | -- |
| Allspring Global Investments, LLC | 91.30K | Jun 30, 99 | +91.30K | 0.02% |