HRTG(HRTG)
HRTG
Institutional Ownership
Top 260 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | 461.84K | Mar 31, 26 | -637 | 1.50% |
| Nuveen, LLC | 169.90K | Mar 31, 26 | +444 | 0.55% |
| Y-Intercept (Hong Kong) Ltd | 84.25K | Mar 31, 26 | +84.25K | 0.27% |
| INSTRUMENTAL WEALTH, LLC | 60.06K | Mar 31, 26 | -- | 0.20% |
| Inspire Investing, LLC | 58.91K | Mar 31, 26 | +58.91K | 0.19% |
| TRUIST FINANCIAL CORP | 37.20K | Mar 31, 26 | +41 | 0.12% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 31.16K | Mar 31, 26 | +31.16K | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 26.30K | Mar 31, 26 | +489 | 0.09% |
| STRS OHIO | 22.30K | Mar 31, 26 | -- | 0.07% |
| SG Americas Securities, LLC | 21.28K | Mar 31, 26 | -6.12K | 0.07% |
| Sterling Capital Management LLC | 16.59K | Mar 31, 26 | -9.55K | 0.05% |
| Janney Montgomery Scott LLC | 15.22K | Mar 31, 26 | +3.55K | 0.05% |
| Fragasso Group Inc. | 15.20K | Mar 31, 26 | +4.00K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 12.83K | Mar 31, 26 | +349 | 0.04% |
| Counterpoint Mutual Funds LLC | 11.85K | Mar 31, 26 | +3.13K | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.72K | Mar 31, 26 | +697 | 0.04% |
| State of Alaska, Department of Revenue | 11.06K | Mar 31, 26 | -- | 0.04% |
| Moran Wealth Management, LLC | 11.01K | Mar 31, 26 | +11.01K | 0.04% |
| KLP KAPITALFORVALTNING AS | 7.00K | Mar 31, 26 | -- | 0.02% |
| Police & Firemen's Retirement System of New Jersey | 6.51K | Mar 31, 26 | -- | 0.02% |
| IFP Advisors, Inc | 1.95K | Mar 31, 26 | +1.39K | 0.01% |
| SIGNATUREFD, LLC | 1.61K | Mar 31, 26 | -1 | 0.01% |
| Capital Advisors, Ltd. LLC | 1.06K | Mar 31, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 1.02K | Mar 31, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 790 | Mar 31, 26 | +790 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 662 | Mar 31, 26 | -- | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 306 | Mar 31, 26 | +27 | 0.00% |
| GAMMA Investing LLC | 284 | Mar 31, 26 | -23 | 0.00% |
| Farther Finance Advisors, LLC | 167 | Mar 31, 26 | -160 | 0.00% |
| True Wealth Design, LLC | 139 | Mar 31, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 35 | Mar 31, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 18 | Mar 31, 26 | -4 | 0.00% |
| Versant Capital Management, Inc | 14 | Mar 31, 26 | +14 | 0.00% |
| Hughes Financial Services, LLC | 8 | Mar 31, 26 | -23 | 0.00% |
| SBI Securities Co., Ltd. | 1 | Mar 31, 26 | -65 | 0.00% |
| Stone House Investment Management, LLC | 1 | Mar 31, 26 | +1 | 0.00% |
| USA Financial Portformulas Corp | -- | Mar 31, 26 | -636 | -- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | -- | Mar 31, 26 | -11.61K | -- |
| Fortitude Family Office, LLC | -- | Mar 31, 26 | -64 | -- |
| Arizona State Retirement System | -- | Mar 31, 26 | -6.88K | -- |
| SJS Investment Consulting Inc. | -- | Mar 31, 26 | -12 | -- |
| BlackRock, Inc. | 2.21M | Dec 31, 25 | +289.44K | 7.21% |
| VANGUARD GROUP INC | 1.88M | Dec 31, 25 | +234.30K | 6.12% |
| DIMENSIONAL FUND ADVISORS LP | 1.21M | Dec 31, 25 | -51.74K | 3.94% |
| AMERICAN CENTURY COMPANIES INC | 926.78K | Dec 31, 25 | +38.32K | 3.02% |
| PRUDENTIAL FINANCIAL INC | 834.92K | Dec 31, 25 | +143.03K | 2.72% |
| GEODE CAPITAL MANAGEMENT, LLC | 665.90K | Dec 31, 25 | +35.00K | 2.17% |
| Connor, Clark & Lunn Investment Management Ltd. | 580.32K | Dec 31, 25 | -45.87K | 1.89% |
| MARSHALL WACE, LLP | 527.48K | Dec 31, 25 | -496.88K | 1.72% |
| STATE STREET CORP | 507.58K | Dec 31, 25 | +52.04K | 1.65% |
| ACADIAN ASSET MANAGEMENT LLC | 469.29K | Dec 31, 25 | +11.83K | 1.53% |
| AQR CAPITAL MANAGEMENT LLC | 417.43K | Dec 31, 25 | +17.43K | 1.36% |
| Pacific Ridge Capital Partners, LLC | 371.95K | Dec 31, 25 | -86.98K | 1.21% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 343.74K | Dec 31, 25 | -80.29K | 1.12% |
| UBS Group AG | 302.41K | Dec 31, 25 | +12.58K | 0.98% |
| Qube Research & Technologies Ltd | 292.18K | Dec 31, 25 | +102.66K | 0.95% |
| MORGAN STANLEY | 272.45K | Dec 31, 25 | -90.75K | 0.89% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 255.17K | Dec 31, 25 | +51.34K | 0.83% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 248.80K | Dec 31, 25 | +7.54K | 0.81% |
| NORTHERN TRUST CORP | 232.30K | Dec 31, 25 | +14.53K | 0.76% |
| EAM Investors, LLC | 188.96K | Dec 31, 25 | +48.64K | 0.62% |
| Quartz Partners, LLC | 187.36K | Dec 31, 25 | +14.63K | 0.61% |
| TUDOR INVESTMENT CORP ET AL | 185.47K | Dec 31, 25 | -914 | 0.60% |
| RENAISSANCE TECHNOLOGIES LLC | 181.68K | Dec 31, 25 | -90.65K | 0.59% |
| GOLDMAN SACHS GROUP INC | 173.52K | Dec 31, 25 | +48.87K | 0.56% |
| SEGALL BRYANT & HAMILL, LLC | 172.94K | Dec 31, 25 | -1.62K | 0.56% |
| HRT FINANCIAL LP | 171.41K | Dec 31, 25 | +46.40K | 0.56% |
| AMERIPRISE FINANCIAL INC | 154.48K | Dec 31, 25 | +483 | 0.50% |
| Trexquant Investment LP | 154.44K | Dec 31, 25 | +1.96K | 0.50% |
| Empowered Funds, LLC | 152.25K | Dec 31, 25 | +9.09K | 0.50% |
| CITADEL ADVISORS LLC | 149.82K | Dec 31, 25 | -95.15K | 0.49% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 143.32K | Dec 31, 25 | -99.60K | 0.47% |
| Arkadios Wealth Advisors | 137.27K | Dec 31, 25 | +8.98K | 0.45% |
| FMR LLC | 110.42K | Dec 31, 25 | +19.32K | 0.36% |
| Bank of New York Mellon Corp | 107.96K | Dec 31, 25 | -9.06K | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 102.78K | Dec 31, 25 | -1.63K | 0.33% |
| BANK OF AMERICA CORP /DE/ | 101.14K | Dec 31, 25 | -45.23K | 0.33% |
| PRINCIPAL FINANCIAL GROUP INC | 101.14K | Dec 31, 25 | +36.65K | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 95.27K | Dec 31, 25 | +49.70K | 0.31% |
| FRANKLIN RESOURCES INC | 90.94K | Dec 31, 25 | +9.63K | 0.30% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 86.35K | Dec 31, 25 | +86.35K | 0.28% |
| DENALI ADVISORS LLC | 85.11K | Dec 31, 25 | +85.11K | 0.28% |
| JPMORGAN CHASE & CO | 84.73K | Dec 31, 25 | +19.36K | 0.28% |
| TWO SIGMA INVESTMENTS, LP | 83.33K | Dec 31, 25 | +3.06K | 0.27% |
| FIRST TRUST ADVISORS LP | 82.25K | Dec 31, 25 | +10.14K | 0.27% |
| Invesco Ltd. | 77.42K | Dec 31, 25 | +25.71K | 0.25% |
| Annis Gardner Whiting Capital Advisors, LLC | 76.87K | Dec 31, 25 | +73 | 0.25% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 72.45K | Dec 31, 25 | +15.45K | 0.24% |
| ALLIANCEBERNSTEIN L.P. | 68.51K | Dec 31, 25 | -5.86K | 0.22% |
| Sanctuary Advisors, LLC | 67.72K | Dec 31, 25 | +7.78K | 0.22% |
| BARCLAYS PLC | 63.61K | Dec 31, 25 | +7.67K | 0.21% |
| Creative Planning | 54.84K | Dec 31, 25 | +4.92K | 0.18% |
| BNP Paribas Asset Management Holding S.A. | 54.77K | Dec 31, 25 | +54.77K | 0.18% |
| Boston Partners | 53.23K | Dec 31, 25 | -990 | 0.17% |
| Brandywine Global Investment Management, LLC | 51.50K | Dec 31, 25 | -2.00K | 0.17% |
| WELLS FARGO & COMPANY/MN | 49.86K | Dec 31, 25 | +15.56K | 0.16% |
| Swiss National Bank | 49.00K | Dec 31, 25 | +49.00K | 0.16% |
| CITIGROUP INC | 48.79K | Dec 31, 25 | +8.91K | 0.16% |
| Squarepoint Ops LLC | 47.94K | Dec 31, 25 | +1.36K | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 47.64K | Dec 31, 25 | -204.73K | 0.16% |
| IEQ CAPITAL, LLC | 43.65K | Dec 31, 25 | +1.85K | 0.14% |
| SEI INVESTMENTS CO | 43.44K | Dec 31, 25 | +15.81K | 0.14% |
| Cerity Partners LLC | 42.52K | Dec 31, 25 | +42.52K | 0.14% |
| Mariner, LLC | 41.18K | Dec 31, 25 | +7.72K | 0.13% |
| JANE STREET GROUP, LLC | 38.84K | Dec 31, 25 | -113.03K | 0.13% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 38.53K | Dec 31, 25 | +11.02K | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 38.21K | Dec 31, 25 | -7.15K | 0.12% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 35.15K | Dec 31, 25 | -- | 0.11% |
| Point72 Asset Management, L.P. | 34.95K | Dec 31, 25 | +34.95K | 0.11% |
| Interval Partners, LP | 32.37K | Dec 31, 25 | +32.37K | 0.11% |
| VICTORY CAPITAL MANAGEMENT INC | 32.30K | Dec 31, 25 | -- | 0.11% |
| NAVELLIER & ASSOCIATES INC | 31.26K | Dec 31, 25 | -11.30K | 0.10% |
| LPL Financial LLC | 30.43K | Dec 31, 25 | +10.80K | 0.10% |
| RHUMBLINE ADVISERS | 30.06K | Dec 31, 25 | -2.96K | 0.10% |
| NEW YORK STATE COMMON RETIREMENT FUND | 29.00K | Dec 31, 25 | +22.40K | 0.09% |
| Verdad Advisers, LP | 28.77K | Dec 31, 25 | +28.77K | 0.09% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27.40K | Dec 31, 25 | -8.30K | 0.09% |
| STATE OF WISCONSIN INVESTMENT BOARD | 27.07K | Dec 31, 25 | -15.29K | 0.09% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 23.50K | Dec 31, 25 | +21.84K | 0.08% |
| XTX Topco Ltd | 22.87K | Dec 31, 25 | +2.98K | 0.07% |
| Cambria Investment Management, L.P. | 22.38K | Dec 31, 25 | +22.38K | 0.07% |
| Integrated Quantitative Investments LLC | 22.12K | Dec 31, 25 | +22.12K | 0.07% |
| Russell Investments Group, Ltd. | 21.97K | Dec 31, 25 | -17.73K | 0.07% |
| CWM, LLC | 21.89K | Dec 31, 25 | +1.68K | 0.07% |
| Dynamic Technology Lab Private Ltd | 20.84K | Dec 31, 25 | -6.93K | 0.07% |
| Graham Capital Management, L.P. | 19.38K | Dec 31, 25 | +789 | 0.06% |
| Legal & General Group Plc | 19.34K | Dec 31, 25 | +16.94K | 0.06% |
| DEUTSCHE BANK AG\ | 18.84K | Dec 31, 25 | +2.07K | 0.06% |
| Quantinno Capital Management LP | 18.77K | Dec 31, 25 | +3.68K | 0.06% |
| CAXTON ASSOCIATES LLP | 18.75K | Dec 31, 25 | +18.75K | 0.06% |
| BAILARD, INC. | 18.68K | Dec 31, 25 | -- | 0.06% |
| STIFEL FINANCIAL CORP | 17.85K | Dec 31, 25 | -536 | 0.06% |
| Jump Financial, LLC | 17.47K | Dec 31, 25 | +17.47K | 0.06% |
| Engineers Gate Manager LP | 17.39K | Dec 31, 25 | +17.39K | 0.06% |
| TWO SIGMA ADVISERS, LP | 17.10K | Dec 31, 25 | -30.40K | 0.06% |
| ExodusPoint Capital Management, LP | 16.78K | Dec 31, 25 | +16.78K | 0.05% |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 16.20K | Dec 31, 25 | +16.20K | 0.05% |
| Aquatic Capital Management LLC | 15.83K | Dec 31, 25 | +15.83K | 0.05% |
| UBS ASSET MANAGEMENT AMERICAS INC | 15.70K | Dec 31, 25 | +15.70K | 0.05% |
| VOYA INVESTMENT MANAGEMENT LLC | 15.42K | Dec 31, 25 | +972 | 0.05% |
| MANGROVE PARTNERS | 14.96K | Dec 31, 25 | +14.96K | 0.05% |
| Harvest Investment Services, LLC | 14.41K | Dec 31, 25 | +14.41K | 0.05% |
| Versor Investments LP | 13.92K | Dec 31, 25 | -500 | 0.05% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13.67K | Dec 31, 25 | -4.75K | 0.04% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 13.63K | Dec 31, 25 | +1.71K | 0.04% |
| Massar Capital Management, LP | 13.24K | Dec 31, 25 | +13.24K | 0.04% |
| Magnetar Financial LLC | 13.16K | Dec 31, 25 | +13.16K | 0.04% |
| MetLife Investment Management, LLC | 13.10K | Dec 31, 25 | -- | 0.04% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12.34K | Dec 31, 25 | -939 | 0.04% |
| JANUS HENDERSON GROUP PLC | 12.10K | Dec 31, 25 | +12.10K | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11.44K | Dec 31, 25 | +1.04K | 0.04% |
| Man Group plc | 10.54K | Dec 31, 25 | +1.46K | 0.03% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10.54K | Dec 31, 25 | +10.54K | 0.03% |
| Legato Capital Management LLC | 10.52K | Dec 31, 25 | +10.52K | 0.03% |
| State of Wyoming | 9.27K | Dec 31, 25 | -3.96K | 0.03% |
| Jain Global LLC | 9.20K | Dec 31, 25 | +9.20K | 0.03% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9.15K | Dec 31, 25 | +9.15K | 0.03% |
| D. E. Shaw & Co., Inc. | 8.50K | Dec 31, 25 | -1.97K | 0.03% |
| CANADA PENSION PLAN INVESTMENT BOARD | 8.30K | Dec 31, 25 | +8.30K | 0.03% |
| INTECH INVESTMENT MANAGEMENT LLC | 7.98K | Dec 31, 25 | -1.02K | 0.03% |
| EP Wealth Advisors, LLC | 7.85K | Dec 31, 25 | +7.85K | 0.03% |
| Verition Fund Management LLC | 7.82K | Dec 31, 25 | -32.72K | 0.03% |
| Quest Partners LLC | 7.52K | Dec 31, 25 | +252 | 0.02% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7.43K | Dec 31, 25 | +7.43K | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 6.17K | Dec 31, 25 | +796 | 0.02% |
| GLOBEFLEX CAPITAL L P | 5.91K | Dec 31, 25 | +5.91K | 0.02% |
| Triumph Capital Management | 3.84K | Dec 31, 25 | +341 | 0.01% |
| MEEDER ASSET MANAGEMENT INC | 3.52K | Dec 31, 25 | +3.52K | 0.01% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 3.19K | Dec 31, 25 | +3.19K | 0.01% |
| Caitong International Asset Management Co., Ltd | 2.91K | Dec 31, 25 | +2.83K | 0.01% |
| CIBC Private Wealth Group, LLC | 2.87K | Dec 31, 25 | -- | 0.01% |
| Ameritas Investment Partners, Inc. | 1.92K | Dec 31, 25 | -- | 0.01% |
| GROUP ONE TRADING, L.P. | 1.91K | Dec 31, 25 | -13.78K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.70K | Dec 31, 25 | +1.70K | 0.01% |
| EverSource Wealth Advisors, LLC | 1.19K | Dec 31, 25 | +330 | 0.00% |
| ROYAL BANK OF CANADA | 1.18K | Dec 31, 25 | +497 | 0.00% |
| Covestor Ltd | 903 | Dec 31, 25 | -719 | 0.00% |
| AMALGAMATED BANK | 773 | Dec 31, 25 | -18 | 0.00% |
| Tower Research Capital LLC (TRC) | 693 | Dec 31, 25 | -9.54K | 0.00% |
| Allworth Financial LP | 677 | Dec 31, 25 | +126 | 0.00% |
| FEDERATED HERMES, INC. | 676 | Dec 31, 25 | -- | 0.00% |
| Truvestments Capital LLC | 640 | Dec 31, 25 | +240 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 462 | Dec 31, 25 | -- | 0.00% |
| Larson Financial Group LLC | 423 | Dec 31, 25 | +182 | 0.00% |
| Quarry LP | 391 | Dec 31, 25 | -132 | 0.00% |
| NewEdge Advisors, LLC | 377 | Dec 31, 25 | -300 | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 333 | Dec 31, 25 | +57 | 0.00% |
| Smartleaf Asset Management LLC | 298 | Dec 31, 25 | +298 | 0.00% |
| Optiver Holding B.V. | 230 | Dec 31, 25 | +46 | 0.00% |
| Global Retirement Partners, LLC | 203 | Dec 31, 25 | +199 | 0.00% |
| Parallel Advisors, LLC | 195 | Dec 31, 25 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 150 | Dec 31, 25 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 118 | Dec 31, 25 | +17 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 112 | Dec 31, 25 | -- | 0.00% |
| WealthCollab, LLC | 109 | Dec 31, 25 | +26 | 0.00% |
| Aster Capital Management (DIFC) Ltd | 81 | Dec 31, 25 | -400 | 0.00% |
| Rockefeller Capital Management L.P. | 79 | Dec 31, 25 | +79 | 0.00% |
| SRS Capital Advisors, Inc. | 59 | Dec 31, 25 | -5.76K | 0.00% |
| Parkside Financial Bank & Trust | 50 | Dec 31, 25 | -- | 0.00% |
| MAI Capital Management | 26 | Dec 31, 25 | +26 | 0.00% |
| Sunbelt Securities, Inc. | 17 | Dec 31, 25 | -- | 0.00% |
| Clearstead Advisors, LLC | 3 | Dec 31, 25 | -501 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | -- | Dec 31, 25 | -525 | -- |
| CANTOR FITZGERALD, L. P. | -- | Dec 31, 25 | -12.75K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -750 | -- |
| CAPSTONE INVESTMENT ADVISORS, LLC | -- | Dec 31, 25 | -8.88K | -- |
| MACQUARIE GROUP LTD | -- | Dec 31, 25 | -2.56K | -- |
| MARTINGALE ASSET MANAGEMENT L P | -- | Dec 31, 25 | -10.07K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Dec 31, 25 | -33.70K | -- |
| Quantbot Technologies LP | -- | Dec 31, 25 | -796 | -- |
| GSA CAPITAL PARTNERS LLP | -- | Dec 31, 25 | -34.25K | -- |
| Savant Capital, LLC | -- | Dec 31, 25 | -10.63K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -990 | -- |
| FJ Capital Management LLC | -- | Dec 31, 25 | -37.74K | -- |
| Virtu Financial LLC | -- | Dec 31, 25 | -10.99K | -- |
| ENVESTNET ASSET MANAGEMENT INC | -- | Dec 31, 25 | -13.23K | -- |
| Toroso Investments, LLC | -- | Dec 31, 25 | -14.19K | -- |
| AXA Investment Managers S.A. | 58.00K | Sep 30, 25 | +58.00K | 0.19% |
| Cubist Systematic Strategies, LLC | 10.89K | Sep 30, 25 | -59.95K | 0.04% |
| Point72 Asia (Singapore) Pte. Ltd. | 178 | Sep 30, 25 | -840 | 0.00% |
| Point72 (DIFC) Ltd | -- | Sep 30, 25 | -1.42K | -- |
| Nebula Research & Development LLC | 13.94K | Jun 30, 25 | -6.76K | 0.05% |
| Lindbrook Capital, LLC | 43 | Mar 31, 25 | -8 | 0.00% |
| Nuveen Asset Management, LLC | 107.27K | Dec 31, 24 | -23.88K | 0.35% |
| ClariVest Asset Management LLC | 61.40K | Sep 30, 24 | -- | 0.20% |
| RAYMOND JAMES & ASSOCIATES | 12.15K | Sep 30, 24 | +12.15K | 0.04% |
| BlackRock Inc. | 1.77M | Jun 30, 24 | +1.14M | 5.76% |
| PUTNAM INVESTMENTS LLC | 482.52K | Dec 31, 23 | +197.71K | 1.57% |
| EA Series Trust | 40.78K | Jun 30, 23 | +40.78K | 0.13% |
| FourThought Financial, LLC | 32.78K | Sep 30, 22 | +30.78K | 0.11% |
| Jefferies Group LLC | -- | Sep 30, 22 | -51.76K | -- |
| Fieldpoint Private Securities, LLC | -- | Jun 30, 22 | -- | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 133.13K | Mar 31, 22 | -99.23K | 0.43% |
| FIRST QUADRANT LLC/CA | 6.12K | Mar 31, 22 | +6.12K | 0.02% |
| Amalgamated Financial Corp. | 3.23K | Mar 31, 22 | +3.23K | 0.01% |
| IndexIQ Advisors LLC | -- | Mar 31, 22 | -38.11K | -- |
| Berman Capital Advisors, LLC | 878 | Sep 30, 21 | +469 | 0.00% |
| Matarin Capital Management, LLC | 46.11K | Dec 31, 20 | -17.07K | 0.15% |
| Aperio Group, LLC | -- | Dec 31, 20 | -42.64K | -- |
| SIGNIA CAPITAL MANAGEMENT LLC | 258.11K | Jun 30, 20 | -12.47K | 0.84% |
| Advisor Group, Inc. | 188 | Dec 31, 19 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 41 | Dec 31, 19 | -- | 0.00% |
| TEACHERS ADVISORS, LLC | 150.84K | Mar 31, 19 | +102.56K | 0.49% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 46.22K | Mar 31, 19 | -606 | 0.15% |
| NEXT Financial Holdings | 223 | Mar 31, 19 | +223 | 0.00% |
| PEAK6 Group LLC | 1.32K | Jun 30, 18 | +1.32K | 0.00% |
| LUCUS ADVISORS LLC | -- | Mar 31, 18 | -19.87K | -- |
| BlackRock Fund Advisors | 875.91K | Dec 31, 16 | +133.95K | 2.85% |
| BlackRock Institutional Trust Company, N.A. | 689.58K | Dec 31, 16 | +67.71K | 2.24% |
| BLACKROCK ADVISORS LLC | 363.37K | Dec 31, 16 | -9.55K | 1.18% |
| BlackRock Investment Management, LLC | 117.36K | Dec 31, 16 | -635 | 0.38% |
| BlackRock Group LTD | 10.60K | Dec 31, 16 | +1.06K | 0.03% |
| MSI Financial Services Inc | 152 | Dec 31, 16 | -48 | 0.00% |
| Emerald Acquisition Ltd. | 113.91K | Sep 30, 16 | +50.81K | 0.37% |
| ANALYTIC INVESTORS, LLC | 49.55K | Sep 30, 16 | -25.21K | 0.16% |
| SOCIETE GENERALE | 117.77K | Jun 30, 16 | +117.77K | 0.38% |
| RUSSELL FRANK CO/ | 118.43K | Mar 31, 16 | -1.58K | 0.39% |
| OFI Advisors LLC | -- | Sep 30, 15 | -1.24K | -- |
| FolioMetrix LLC | 14.40K | Jun 30, 15 | +14.40K | 0.05% |
| UBS AG | 26.29K | Sep 30, 14 | +26.06K | 0.09% |