IHG

Institutional Ownership

Top 348 Institutional Holders
HolderSharesDateChange% Held
FMR LLC6.04MMar 31, 26-296.28K4.05%
MORGAN STANLEY813.91KMar 31, 26+49.86K0.55%
GOLDMAN SACHS GROUP INC701.25KMar 31, 26-8.87K0.47%
NATIXIS ADVISORS, L.P.496.91KMar 31, 26+31.16K0.33%
BANK OF AMERICA CORP /DE/490.05KMar 31, 26-20.50K0.33%
JONES FINANCIAL COMPANIES LLLP467.82KMar 31, 26+465.46K0.31%
ROYAL BANK OF CANADA454.02KMar 31, 26-11.14K0.30%
JPMORGAN CHASE & CO425.53KMar 31, 26+2.90K0.29%
LAZARD ASSET MANAGEMENT LLC414.95KMar 31, 26-27.85K0.28%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP406.57KMar 31, 26+145.36K0.27%
MARSHALL WACE, LLP299.50KMar 31, 26+31.00K0.20%
BlackRock, Inc.260.28KMar 31, 26+7.31K0.17%
TWO SIGMA INVESTMENTS, LP246.48KMar 31, 26+197.28K0.17%
NORTHERN TRUST CORP177.47KMar 31, 26+5.43K0.12%
CITADEL ADVISORS LLC174.45KMar 31, 26+80.09K0.12%
DIMENSIONAL FUND ADVISORS LP171.00KMar 31, 26-6.86K0.11%
MILLENNIUM MANAGEMENT LLC169.92KMar 31, 26+77.02K0.11%
BNP PARIBAS ARBITRAGE, SNC167.34KMar 31, 26+24.32K0.11%
ABC ARBITRAGE SA134.26KMar 31, 26+31.75K0.09%
D. E. Shaw & Co., Inc.109.93KMar 31, 26+109.93K0.07%
JANE STREET GROUP, LLC99.80KMar 31, 26+76.49K0.07%
Quantinno Capital Management LP93.27KMar 31, 26+18.63K0.06%
ENVESTNET ASSET MANAGEMENT INC92.78KMar 31, 26+13.70K0.06%
WELLS FARGO & COMPANY/MN86.19KMar 31, 26-1.85K0.06%
Voleon Capital Management LP66.88KMar 31, 26+14.50K0.04%
Henry James International Management Inc.64.13KMar 31, 26-38.10K0.04%
RENAISSANCE TECHNOLOGIES LLC60.60KMar 31, 26+40.30K0.04%
RAYMOND JAMES FINANCIAL INC59.07KMar 31, 26+1.07K0.04%
SEGALL BRYANT & HAMILL, LLC53.03KMar 31, 26+10.80K0.04%
TRILLIUM ASSET MANAGEMENT, LLC42.86KMar 31, 26-3.20K0.03%
Point72 Asset Management, L.P.41.85KMar 31, 26+41.85K0.03%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC41.74KMar 31, 26+8.35K0.03%
Gradient Investments LLC37.40KMar 31, 26+37.40K0.03%
Creative Planning33.92KMar 31, 26+4830.02%
SG Americas Securities, LLC31.21KMar 31, 26+15.61K0.02%
UBS Group AG30.29KMar 31, 26+21.30K0.02%
Capital World Investors29.84KMar 31, 26+2.94K0.02%
STIFEL FINANCIAL CORP28.83KMar 31, 26+3.07K0.02%
1832 Asset Management L.P.25.91KMar 31, 26-1.28K0.02%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/25.42KMar 31, 26+8110.02%
LPL Financial LLC25.23KMar 31, 26+5.47K0.02%
DEUTSCHE BANK AG\23.36KMar 31, 26+23.36K0.02%
Bank of New York Mellon Corp19.35KMar 31, 26+1060.01%
Quadrature Capital Ltd18.78KMar 31, 26+18.78K0.01%
XTX Topco Ltd18.02KMar 31, 26+12.32K0.01%
Schonfeld Strategic Advisors LLC18.01KMar 31, 26+18.01K0.01%
CAPTRUST FINANCIAL ADVISORS17.71KMar 31, 26+1080.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17.64KMar 31, 26+1930.01%
FAYEZ SAROFIM & CO16.43KMar 31, 26+8.35K0.01%
Crossmark Global Holdings, Inc.16.01KMar 31, 26-1.07K0.01%
Brinker Capital Investments, LLC15.96KMar 31, 26-2.87K0.01%
QRG CAPITAL MANAGEMENT, INC.14.92KMar 31, 26+4.73K0.01%
Callan Family Office, LLC14.77KMar 31, 26+230.01%
HIGHLAND CAPITAL MANAGEMENT, LLC14.75KMar 31, 26-500.01%
Skopos Labs, Inc.13.61KMar 31, 26+5.01K0.01%
HANTZ FINANCIAL SERVICES, INC.13.37KMar 31, 26+1.89K0.01%
Vanguard Personalized Indexing Management, LLC13.36KMar 31, 26-7600.01%
LAIRD NORTON TRUST COMPANY, LLC12.00KMar 31, 26-3330.01%
Mariner, LLC11.83KMar 31, 26+1400.01%
HighTower Advisors, LLC11.79KMar 31, 26-9420.01%
SCOTIA CAPITAL INC.11.68KMar 31, 26-2.02K0.01%
MITCHELL & PAHL PRIVATE WEALTH, LLC11.41KMar 31, 26-590.01%
PNC FINANCIAL SERVICES GROUP, INC.11.36KMar 31, 26+1.19K0.01%
Cerity Partners LLC11.05KMar 31, 26-8040.01%
Independent Advisor Alliance10.57KMar 31, 26-20.01%
Ethic Inc.10.39KMar 31, 26+2.59K0.01%
CITIGROUP INC10.30KMar 31, 26+1.63K0.01%
SIGNATUREFD, LLC10.04KMar 31, 26+120.01%
QUADRANT CAPITAL GROUP LLC9.68KMar 31, 26+2620.01%
Cetera Investment Advisers9.50KMar 31, 26+5910.01%
US BANCORP \DE\9.33KMar 31, 26+1150.01%
HRT FINANCIAL LP9.32KMar 31, 26+9.32K0.01%
Atria Investments, Inc9.02KMar 31, 26+1.34K0.01%
WILEY BROS.-AINTREE CAPITAL, LLC8.74KMar 31, 26+2.63K0.01%
Vident Advisory, LLC8.71KMar 31, 26+4850.01%
Pathstone Holdings, LLC8.55KMar 31, 26-7960.01%
Envestnet Portfolio Solutions, Inc.8.52KMar 31, 26-1.81K0.01%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC8.52KMar 31, 26-8.62K0.01%
RITHOLTZ WEALTH MANAGEMENT8.51KMar 31, 26-40.01%
Holocene Advisors, LP8.33KMar 31, 26+8.33K0.01%
Aperture Investors, LLC8.20KMar 31, 26--0.01%
AMERIPRISE FINANCIAL INC7.96KMar 31, 26+4230.01%
AQR CAPITAL MANAGEMENT LLC7.93KMar 31, 26+7.93K0.01%
Campbell & CO Investment Adviser LLC7.71KMar 31, 26+7.71K0.01%
Dynamic Technology Lab Private Ltd7.39KMar 31, 26+4.79K0.00%
Engineers Gate Manager LP7.20KMar 31, 26+2.40K0.00%
MERCER GLOBAL ADVISORS INC /ADV6.55KMar 31, 26-1.98K0.00%
FIRST TRUST ADVISORS LP6.46KMar 31, 26+4640.00%
Verdence Capital Advisors LLC6.42KMar 31, 26-5220.00%
MML INVESTORS SERVICES, LLC6.21KMar 31, 26-1510.00%
FCA CORP /TX6.10KMar 31, 26--0.00%
Limestone Investment Advisors LP6.04KMar 31, 26+6.04K0.00%
Russell Investments Group, Ltd.6.02KMar 31, 26+1.02K0.00%
Sumitomo Mitsui DS Asset Management Company, Ltd6.02KMar 31, 26+6.02K0.00%
SUMITOMO LIFE INSURANCE CO6.02KMar 31, 26+6.02K0.00%
Sanctuary Advisors, LLC5.96KMar 31, 26+6570.00%
Morse Asset Management, Inc5.85KMar 31, 26+1.35K0.00%
TD Waterhouse Canada Inc.5.83KMar 31, 26+5.46K0.00%
CIBC Asset Management Inc5.37KMar 31, 26+1.25K0.00%
EARNEST PARTNERS LLC5.32KMar 31, 26-8730.00%
Fiera Capital Corp5.29KMar 31, 26+5330.00%
Lighthouse Investment Partners, LLC5.29KMar 31, 26+5.29K0.00%
RHUMBLINE ADVISERS5.22KMar 31, 26+590.00%
WINTON GROUP Ltd5.10KMar 31, 26+5.10K0.00%
SEI INVESTMENTS CO4.96KMar 31, 26+9520.00%
UBS ASSET MANAGEMENT AMERICAS INC4.92KMar 31, 26+4.28K0.00%
M&T BANK CORP4.84KMar 31, 26-970.00%
Americana Partners, LLC4.76KMar 31, 26+1710.00%
Snowden Capital Advisors LLC4.66KMar 31, 26+2940.00%
BLAIR WILLIAM & CO/IL4.50KMar 31, 26+3560.00%
Rockefeller Capital Management L.P.4.47KMar 31, 26+4920.00%
Janney Montgomery Scott LLC4.47KMar 31, 26-2170.00%
Colony Group, LLC4.47KMar 31, 26+1.84K0.00%
Moors & Cabot, Inc.4.25KMar 31, 26-430.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/4.07KMar 31, 26-8.46K0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC3.97KMar 31, 26-2940.00%
REGIONS FINANCIAL CORP3.83KMar 31, 26+50.00%
IEQ CAPITAL, LLC3.76KMar 31, 26+250.00%
FOX RUN MANAGEMENT, L.L.C.3.73KMar 31, 26+3.73K0.00%
Verition Fund Management LLC3.40KMar 31, 26-1.03K0.00%
Prospera Financial Services Inc3.36KMar 31, 26+3.36K0.00%
EVERGREEN CAPITAL MANAGEMENT LLC3.36KMar 31, 26+1990.00%
Versant Capital Management, Inc3.30KMar 31, 26+5040.00%
Aaron Wealth Advisors LLC3.29KMar 31, 26+7920.00%
Sequoia Financial Advisors, LLC3.29KMar 31, 26+1.51K0.00%
Cordatus Wealth Management LLC3.25KMar 31, 26+3.25K0.00%
J.Safra Asset Management Corp3.23KMar 31, 26+2.80K0.00%
CI Private Wealth, LLC3.23KMar 31, 26-11.72K0.00%
Perigon Wealth Management, LLC3.20KMar 31, 26+3070.00%
Graham Capital Management, L.P.3.10KMar 31, 26+3.10K0.00%
Azimuth Capital Investment Management LLC3.00KMar 31, 26--0.00%
SYON CAPITAL LLC2.99KMar 31, 26+230.00%
Allspring Global Investments Holdings, LLC2.88KMar 31, 26+7320.00%
STATE STREET CORP2.83KMar 31, 26--0.00%
FRANKLIN RESOURCES INC2.83KMar 31, 26-3270.00%
Summit Trail Advisors, LLC2.75KMar 31, 26+2.75K0.00%
NewEdge Wealth, LLC2.70KMar 31, 26-2.07K0.00%
Connor, Clark & Lunn Investment Management Ltd.2.67KMar 31, 26-49.90K0.00%
Caprock Group, LLC2.67KMar 31, 26+1980.00%
Frank, Rimerman Advisors LLC2.59KMar 31, 26-410.00%
Headlands Technologies LLC2.56KMar 31, 26+2.56K0.00%
Aquatic Capital Management LLC2.49KMar 31, 26-4.81K0.00%
Vestmark Advisory Solutions, Inc.2.42KMar 31, 26-1.88K0.00%
DENALI ADVISORS LLC2.42KMar 31, 26+50.00%
Ballentine Partners, LLC2.42KMar 31, 26+3340.00%
Aviso Financial Inc.2.42KMar 31, 26+690.00%
TRUIST FINANCIAL CORP2.35KMar 31, 26+5650.00%
BANK OF MONTREAL /CAN/2.32KMar 31, 26-3.31K0.00%
Neuberger Berman Group LLC2.26KMar 31, 26+2790.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.25KMar 31, 26-6480.00%
HB Wealth Management, LLC2.23KMar 31, 26+2950.00%
PARK AVENUE SECURITIES LLC2.18KMar 31, 26+1250.00%
KING LUTHER CAPITAL MANAGEMENT CORP2.17KMar 31, 26--0.00%
Mattson Financial Services, LLC2.10KMar 31, 26+2.10K0.00%
Resources Investment Advisors, LLC.2.09KMar 31, 26-450.00%
PUREfi Wealth, LLC2.07KMar 31, 26+3550.00%
Net Worth Advisory Group2.06KMar 31, 26+810.00%
Savant Capital, LLC2.04KMar 31, 26+2710.00%
Brown Financial Advisors2.01KMar 31, 26+2.01K0.00%
Farther Finance Advisors, LLC2.01KMar 31, 26+6800.00%
GAMMA Investing LLC1.94KMar 31, 26+2530.00%
RIA Advisory Group LLC1.91KMar 31, 26+960.00%
PDS Planning, Inc1.91KMar 31, 26+2070.00%
Rehmann Capital Advisory Group1.86KMar 31, 26+290.00%
Tower Research Capital LLC (TRC)1.86KMar 31, 26+1.75K0.00%
CHOREO, LLC1.85KMar 31, 26-1500.00%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1.82KMar 31, 26+1.82K0.00%
Abundance Wealth Counselors1.71KMar 31, 26+340.00%
FLOW TRADERS U.S. LLC1.70KMar 31, 26-4730.00%
Atomi Financial Group, Inc.1.69KMar 31, 26+870.00%
COMMONWEALTH EQUITY SERVICES, LLC1.69KMar 31, 26+2100.00%
STEPHENS INC /AR/1.68KMar 31, 26-790.00%
YOUSIF CAPITAL MANAGEMENT, LLC1.61KMar 31, 26--0.00%
Jain Global LLC1.59KMar 31, 26+1.59K0.00%
Dorsey & Whitney Trust CO LLC1.59KMar 31, 26-680.00%
Private Advisor Group, LLC1.55KMar 31, 26-200.00%
Entropy Technologies, LP1.50KMar 31, 26-8970.00%
EverSource Wealth Advisors, LLC1.48KMar 31, 26+290.00%
Parallel Advisors, LLC1.35KMar 31, 26+1730.00%
Ronald Blue Trust, Inc.1.34KMar 31, 26-4160.00%
ADVISOR GROUP HOLDINGS, INC.1.13KMar 31, 26-11.18K0.00%
Allworth Financial LP1.02KMar 31, 26-280.00%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.974Mar 31, 26+9740.00%
HUNTINGTON NATIONAL BANK969Mar 31, 26+430.00%
ASSETMARK, INC897Mar 31, 26-2340.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO885Mar 31, 26+160.00%
Smartleaf Asset Management LLC835Mar 31, 26+210.00%
BARCLAYS PLC819Mar 31, 26+8190.00%
Caitong International Asset Management Co., Ltd737Mar 31, 26+4710.00%
NATIONAL BANK OF CANADA /FI/600Mar 31, 26-100.00%
Pinnacle Wealth Planning Services, Inc.501Mar 31, 26+120.00%
CWM, LLC498Mar 31, 26-1370.00%
Cromwell Holdings LLC447Mar 31, 26--0.00%
ROTHSCHILD INVESTMENT LLC440Mar 31, 26+530.00%
SBI Securities Co., Ltd.437Mar 31, 26-20.00%
Hilltop National Bank334Mar 31, 26+160.00%
BROWN BROTHERS HARRIMAN & CO333Mar 31, 26+1520.00%
TD PRIVATE CLIENT WEALTH LLC294Mar 31, 26-290.00%
SRS Capital Advisors, Inc.290Mar 31, 26-4830.00%
Parkside Financial Bank & Trust284Mar 31, 26-100.00%
Advisory Services Network, LLC254Mar 31, 26+2540.00%
HARBOUR INVESTMENTS, INC.242Mar 31, 26+1000.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH239Mar 31, 26--0.00%
CULLEN/FROST BANKERS, INC.222Mar 31, 26+50.00%
Frazier Financial Advisors, LLC198Mar 31, 26--0.00%
TWIN PEAKS WEALTH ADVISORS, LLC190Mar 31, 26+1900.00%
UMB Bank, n.a.190Mar 31, 26--0.00%
MAI Capital Management161Mar 31, 26-160.00%
Ancora Advisors, LLC160Mar 31, 26+910.00%
Larson Financial Group LLC153Mar 31, 26+320.00%
Wiser Advisor Group LLC140Mar 31, 26--0.00%
Ninety One UK Ltd134Mar 31, 26+170.00%
Golden State Wealth Management, LLC124Mar 31, 26--0.00%
FIFTH THIRD BANCORP110Mar 31, 26-1010.00%
ALBION FINANCIAL GROUP /UT98Mar 31, 26--0.00%
Destiny Wealth Partners, LLC97Mar 31, 26+970.00%
Transamerica Financial Advisors, Inc.95Mar 31, 26-660.00%
Salomon & Ludwin, LLC87Mar 31, 26+50.00%
CENTRAL TRUST Co85Mar 31, 26--0.00%
Steward Partners Investment Advisory, LLC73Mar 31, 26--0.00%
BESSEMER GROUP INC69Mar 31, 26-1150.00%
Sound Income Strategies, LLC65Mar 31, 26+50.00%
CoreCap Advisors, LLC62Mar 31, 26--0.00%
JFS WEALTH ADVISORS, LLC56Mar 31, 26-20.00%
Cornerstone Planning Group LLC51Mar 31, 26+90.00%
True Wealth Design, LLC51Mar 31, 26-380.00%
Rossby Financial, LCC48Mar 31, 26--0.00%
Cassaday & Co Wealth Management LLC43Mar 31, 26+430.00%
NBC SECURITIES, INC.43Mar 31, 26--0.00%
GW&K Investment Management, LLC36Mar 31, 26+40.00%
FINANCIAL CONSULATE, INC35Mar 31, 26-20.00%
SALEM INVESTMENT COUNSELORS INC34Mar 31, 26+340.00%
MPWM ADVISORY SOLUTIONS, LLC25Mar 31, 26--0.00%
Independence Bank of Kentucky24Mar 31, 26--0.00%
MANNING & NAPIER ADVISORS LLC21Mar 31, 26+50.00%
Park Place Capital Corp21Mar 31, 26--0.00%
Investment Research & Advisory Group, Inc.19Mar 31, 26--0.00%
Richardson Capital Management LLC19Mar 31, 26+190.00%
First Command Advisory Services, Inc.19Mar 31, 26+30.00%
Root Financial Partners, LLC16Mar 31, 26+120.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC16Mar 31, 26--0.00%
IFP Advisors, Inc15Mar 31, 26-150.00%
Annis Gardner Whiting Capital Advisors, LLC12Mar 31, 26--0.00%
Whipplewood Advisors, LLC12Mar 31, 26+120.00%
HIGHLINE WEALTH PARTNERS LLC12Mar 31, 26--0.00%
Bare Financial Services, Inc12Mar 31, 26+70.00%
American Capital Advisory, LLC12Mar 31, 26+100.00%
GHP Investment Advisors, Inc.11Mar 31, 26+110.00%
Arlington Trust Co LLC10Mar 31, 26+100.00%
IMA Wealth, Inc.9Mar 31, 26+90.00%
MV CAPITAL MANAGEMENT, INC.8Mar 31, 26+80.00%
Private Wealth Asset Management, LLC7Mar 31, 26--0.00%
GILL CAPITAL PARTNERS, LLC7Mar 31, 26+70.00%
Physician Wealth Advisors, Inc.7Mar 31, 26--0.00%
NBT BANK N A /NY7Mar 31, 26--0.00%
ARMSTRONG ADVISORY GROUP, INC7Mar 31, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV6Mar 31, 26--0.00%
ST GERMAIN D J CO INC6Mar 31, 26--0.00%
Spire Wealth Management5Mar 31, 26--0.00%
Bell Investment Advisors, Inc4Mar 31, 26--0.00%
Burk Holdings LLC4Mar 31, 26+40.00%
MBM Wealth Consultants, LLC4Mar 31, 26+40.00%
Retirement Wealth Solutions LLC3Mar 31, 26+30.00%
SJS Investment Consulting Inc.3Mar 31, 26-390.00%
LRI Investments, LLC2Mar 31, 26--0.00%
Kilter Group LLC1Mar 31, 26+10.00%
Abound Wealth Management1Mar 31, 26-10.00%
NewEdge Advisors, LLC--Mar 31, 26-7.84K--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.--Mar 31, 26-4.77K--
Kestra Advisory Services, LLC--Mar 31, 26-1.43K--
ACADIAN ASSET MANAGEMENT LLC--Mar 31, 26-3.40K--
Federation des caisses Desjardins du Quebec--Mar 31, 26-18--
HM PAYSON & CO--Mar 31, 26-10--
BAROMETER CAPITAL MANAGEMENT INC.--Mar 31, 26-11.45K--
Wealth Watch Advisors, INC--Mar 31, 26-20--
Signature Resources Capital Management, LLC--Mar 31, 26-15--
Global Trust Asset Management, LLC--Mar 31, 26-28--
LORD, ABBETT & CO. LLC--Mar 31, 26-190.00K--
SouthState Corp--Mar 31, 26-23--
OLD MISSION CAPITAL LLC--Mar 31, 26-4.62K--
Capital International Investors--Mar 31, 26-3.84K--
Squarepoint Ops LLC--Mar 31, 26-1.78K--
TOMPKINS FINANCIAL CORP--Mar 31, 26-11--
Optiver Holding B.V.--Mar 31, 26-18.81K--
Bruce G. Allen Investments, LLC--Mar 31, 26-10--
Valeo Financial Advisors, LLC--Mar 31, 26-1.63K--
CITY HOLDING CO--Mar 31, 26-29--
MQS Management LLC--Mar 31, 26-1.78K--
Park Square Financial Group, LLC--Mar 31, 26-96--
SummitTX Capital, L.P.--Mar 31, 26-1.64K--
Y-Intercept (Hong Kong) Ltd--Mar 31, 26-14.65K--
CCLA Investment Management811.66KDec 31, 25+811.66K0.54%
CIBC Private Wealth Group, LLC368.49KDec 31, 25+17.84K0.25%
GLENMEDE TRUST CO NA1.61KDec 31, 25+1.61K0.00%
Global Retirement Partners, LLC269Dec 31, 25+2260.00%
SageView Advisory Group, LLC70Dec 31, 25+700.00%
ORG Partners LLC20Dec 31, 25--0.00%
Asset Dedication, LLC12Dec 31, 25--0.00%
Principia Wealth Advisory, LLC9Dec 31, 25+20.00%
TWO SIGMA ADVISERS, LP--Dec 31, 25-7.00K--
WETHERBY ASSET MANAGEMENT INC8.46KSep 30, 25-1620.01%
Jarislowsky, Fraser Ltd7.43KSep 30, 25+450.00%
Gitterman Wealth Management, LLC2.42KSep 30, 25+2220.00%
Binnacle Investments Inc18Sep 30, 25--0.00%
Cubist Systematic Strategies, LLC--Sep 30, 25-134.49K--
Atria Wealth Solutions, Inc.5.21KJun 30, 25+1.74K0.00%
AVANTAX ADVISORY SERVICES, INC.3.11KJun 30, 25+1.04K0.00%
First Horizon Advisors, Inc.254Jun 30, 25+750.00%
Financial Gravity Companies, Inc.4Jun 30, 25+40.00%
Orion Portfolio Solutions, LLC15.36KMar 31, 25+4720.01%
Schechter Investment Advisors, LLC2.20KMar 31, 25+2.20K0.00%
Lindbrook Capital, LLC474Mar 31, 25+10.00%
LAKE STREET ADVISORS GROUP, LLC3.13KDec 31, 24-2220.00%
Zions Bancorporation, N.A.38Dec 31, 24-980.00%
RE Dickinson Investment Advisors, LLC17Dec 31, 24--0.00%
RAYMOND JAMES & ASSOCIATES106.78KSep 30, 24-16.45K0.07%
First Trust Direct Indexing L.P.11.44KSep 30, 24-5570.01%
SEVEN EIGHT CAPITAL, LP8.85KSep 30, 24+8.85K0.01%
FinTrust Capital Advisors, LLC75Sep 30, 24--0.00%
RAYMOND JAMES TRUST N.A.--Sep 30, 24-2.12K--
BlackRock Inc.229.36KJun 30, 24+14.68K0.15%
MCKINLEY CAPITAL MANAGEMENT LLC3.89KJun 30, 24-30.00%
Cetera Advisor Networks LLC2.38KMar 31, 24-1860.00%
ADVISOR PARTNERS II, LLC6.45KSep 30, 23+1.23K0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.4.77KSep 30, 23-250.00%
PATHSTONE FAMILY OFFICE, LLC4.35KSep 30, 23+7710.00%
Column Capital Advisors, LLC26Sep 30, 23--0.00%
WIPFLI FINANCIAL ADVISORS LLC,757Sep 30, 22+7570.00%
MUFG Americas Holdings Corp40Sep 30, 22--0.00%
FourThought Financial, LLC37Sep 30, 22--0.00%
Altium Wealth Management LLC5.79KJun 30, 22-8140.00%
Fieldpoint Private Securities, LLC10Jun 30, 22-1190.00%
ADVISOR PARTNERS LLC--Jun 30, 22-5.07K--
PARAMETRIC PORTFOLIO ASSOCIATES LLC592.77KMar 31, 22+74.74K0.40%
Azimuth Capital Management LLC3.00KMar 31, 22+3.00K0.00%
Dixon Hughes Goodman Wealth Advisors LLC18Mar 31, 22--0.00%
Marshall Wace North America L.P.62.01KSep 30, 21+62.01K0.04%
Berman Capital Advisors, LLC178Sep 30, 21-380.00%
Aperio Group, LLC197.50KDec 31, 20+8.07K0.13%
OLD MISSION CAPITAL, LLC142.37KDec 31, 20+142.37K0.10%
QUANTUM CAPITAL MANAGEMENT--Sep 30, 20-1.65K--
NumerixS Investment Technologies Inc1.60KJun 30, 20+4000.00%
TRUEWEALTH LLC42Jun 30, 20--0.00%
CIBC BANK USA4.91KDec 31, 19-1030.00%
Advisor Group, Inc.4.62KDec 31, 19+790.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.17KDec 31, 19+8340.00%
BB&T SECURITIES, LLC7.05KSep 30, 19+7810.00%
CAPITAL GUARDIAN TRUST CO214.48KJun 30, 19+7.51K0.14%