InvenTrust Properties Corp.IVTNYSE
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Fortitude Family Office, LLC | -- | Dec 31, 25 | -36 | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Dec 31, 25 | -257 | -- |
| AFFINITY WEALTH MANAGEMENT LLC | -- | Dec 31, 25 | -6.99K | -- |
| VANGUARD GROUP INC | 11.27M | Sep 30, 25 | -107.74K | -- |
| BlackRock, Inc. | 7.79M | Sep 30, 25 | +88.55K | -- |
| PRINCIPAL FINANCIAL GROUP INC | 4.73M | Sep 30, 25 | +60.40K | -- |
| STATE STREET CORP | 2.82M | Sep 30, 25 | +6.09K | -- |
| FMR LLC | 2.03M | Sep 30, 25 | +134.37K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 2.01M | Sep 30, 25 | +16.97K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.37M | Sep 30, 25 | -39.45K | -- |
| MILLENNIUM MANAGEMENT LLC | 1.36M | Sep 30, 25 | -1.01M | -- |
| Vision Capital Corp | 1.11M | Sep 30, 25 | +116.40K | -- |
| Neuberger Berman Group LLC | 1.03M | Sep 30, 25 | +159.36K | -- |
| DIMENSIONAL FUND ADVISORS LP | 1.01M | Sep 30, 25 | +49.34K | -- |
| NORTHERN TRUST CORP | 966.66K | Sep 30, 25 | -21.20K | -- |
| Qube Research & Technologies Ltd | 849.62K | Sep 30, 25 | +236.75K | -- |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 827.92K | Sep 30, 25 | +20.56K | -- |
| Hudson Bay Capital Management LP | 823.92K | Sep 30, 25 | +823.92K | -- |
| GOLDMAN SACHS GROUP INC | 799.69K | Sep 30, 25 | +77.23K | -- |
| Nuveen, LLC | 754.50K | Sep 30, 25 | -99.27K | -- |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 651.00K | Sep 30, 25 | +30.66K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 530.82K | Sep 30, 25 | +415.60K | -- |
| JPMORGAN CHASE & CO | 523.70K | Sep 30, 25 | -35.90K | -- |
| Verition Fund Management LLC | 468.38K | Sep 30, 25 | +448.32K | -- |
| Glenmede Investment Management, LP | 394.75K | Sep 30, 25 | +394.75K | -- |
| Mitsubishi UFJ Trust & Banking Corp | 392.62K | Sep 30, 25 | -2.74K | -- |
| Legal & General Group Plc | 389.76K | Sep 30, 25 | -37.31K | -- |
| AMERIPRISE FINANCIAL INC | 388.83K | Sep 30, 25 | -73.32K | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 342.80K | Sep 30, 25 | +24.56K | -- |
| Adelante Capital Management LLC | 335.03K | Sep 30, 25 | -29.25K | -- |
| Bank of New York Mellon Corp | 330.36K | Sep 30, 25 | -13.01K | -- |
| CHILTON CAPITAL MANAGEMENT LLC | 286.75K | Sep 30, 25 | +34.84K | -- |
| MORGAN STANLEY | 277.71K | Sep 30, 25 | +19.85K | -- |
| BANK OF AMERICA CORP /DE/ | 234.80K | Sep 30, 25 | +105.45K | -- |
| BARCLAYS PLC | 234.60K | Sep 30, 25 | +85.80K | -- |
| RENAISSANCE TECHNOLOGIES LLC | 225.50K | Sep 30, 25 | -139.40K | -- |
| JANE STREET GROUP, LLC | 204.85K | Sep 30, 25 | +89.87K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 199.82K | Sep 30, 25 | +57.63K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | 193.37K | Sep 30, 25 | -774.78K | -- |
| Invesco Ltd. | 190.09K | Sep 30, 25 | -13.26K | -- |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 183.89K | Sep 30, 25 | +183.89K | -- |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 182.20K | Sep 30, 25 | +14.11K | -- |
| Asset Management One Co., Ltd. | 173.02K | Sep 30, 25 | +2.70K | -- |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 169.70K | Sep 30, 25 | -8.10K | -- |
| LPL Financial LLC | 161.24K | Sep 30, 25 | +11.06K | -- |
| PRUDENTIAL FINANCIAL INC | 159.29K | Sep 30, 25 | -59.76K | -- |
| RAYMOND JAMES FINANCIAL INC | 158.59K | Sep 30, 25 | -12.29K | -- |
| Swiss National Bank | 150.40K | Sep 30, 25 | +2.50K | -- |
| MARTINGALE ASSET MANAGEMENT L P | 135.10K | Sep 30, 25 | +2.19K | -- |
| SummitTX Capital, L.P. | 130.61K | Sep 30, 25 | -19.89K | -- |
| HSBC HOLDINGS PLC | 128.63K | Sep 30, 25 | +39.69K | -- |
| PICTON MAHONEY ASSET MANAGEMENT | 126.43K | Sep 30, 25 | -45.92K | -- |
| RHUMBLINE ADVISERS | 126.13K | Sep 30, 25 | -20.11K | -- |
| FJ Capital Management LLC | 124.37K | Sep 30, 25 | +124.37K | -- |
| CITADEL ADVISORS LLC | 119.49K | Sep 30, 25 | -631.86K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 114.49K | Sep 30, 25 | -56.16K | -- |
| NOMURA ASSET MANAGEMENT CO LTD | 113.95K | Sep 30, 25 | +4.97K | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | 113.65K | Sep 30, 25 | -133.97K | -- |
| WELLS FARGO & COMPANY/MN | 112.41K | Sep 30, 25 | +10.11K | -- |
| FRANKLIN RESOURCES INC | 109.37K | Sep 30, 25 | +109.37K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 107.66K | Sep 30, 25 | -16.21K | -- |
| D. E. Shaw & Co., Inc. | 105.63K | Sep 30, 25 | -37.03K | -- |
| Russell Investments Group, Ltd. | 98.79K | Sep 30, 25 | +29.55K | -- |
| PANAGORA ASSET MANAGEMENT INC | 97.71K | Sep 30, 25 | -- | -- |
| ALLIANCEBERNSTEIN L.P. | 94.91K | Sep 30, 25 | +825 | -- |
| Connor, Clark & Lunn Investment Management Ltd. | 93.94K | Sep 30, 25 | -11.49K | -- |
| ROYAL BANK OF CANADA | 93.70K | Sep 30, 25 | +16.11K | -- |
| DEUTSCHE BANK AG\ | 89.62K | Sep 30, 25 | +8.49K | -- |
| Sumitomo Mitsui Trust Holdings, Inc. | 86.01K | Sep 30, 25 | -1.26K | -- |
| ADVISOR GROUP HOLDINGS, INC. | 81.86K | Sep 30, 25 | -1.97K | -- |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 80.41K | Sep 30, 25 | +19.66K | -- |
| GSI Capital Advisors LLC | 79.99K | Sep 30, 25 | -6.72K | -- |
| State of New Jersey Common Pension Fund D | 74.66K | Sep 30, 25 | +5.85K | -- |
| MACQUARIE GROUP LTD | 73.45K | Sep 30, 25 | +21.57K | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 71.34K | Sep 30, 25 | +3 | -- |
| HARBOR CAPITAL ADVISORS, INC. | 67.58K | Sep 30, 25 | -4.77K | -- |
| Cambridge Investment Research Advisors, Inc. | 65.28K | Sep 30, 25 | -5.37K | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 64.03K | Sep 30, 25 | +3.67K | -- |
| Cetera Investment Advisers | 63.46K | Sep 30, 25 | +14.23K | -- |
| Man Group plc | 60.36K | Sep 30, 25 | +60.36K | -- |
| UBS Group AG | 59.31K | Sep 30, 25 | -31.37K | -- |
| Jackson Creek Investment Advisors LLC | 58.57K | Sep 30, 25 | -23 | -- |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58.06K | Sep 30, 25 | +2.00K | -- |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52.52K | Sep 30, 25 | +1.68K | -- |
| Moran Wealth Management, LLC | 51.60K | Sep 30, 25 | -1.10K | -- |
| LAZARD ASSET MANAGEMENT LLC | 51.48K | Sep 30, 25 | +4.09K | -- |
| MetLife Investment Management, LLC | 48.23K | Sep 30, 25 | -28 | -- |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 45.37K | Sep 30, 25 | -760 | -- |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 43.93K | Sep 30, 25 | +1.63K | -- |
| State of Alaska, Department of Revenue | 41.89K | Sep 30, 25 | +4.06K | -- |
| Sterling Capital Management LLC | 41.67K | Sep 30, 25 | +2.76K | -- |
| Arete Wealth Advisors, LLC | 40.96K | Sep 30, 25 | +84 | -- |
| HighTower Advisors, LLC | 40.58K | Sep 30, 25 | -1.43K | -- |
| Amundi | 39.22K | Sep 30, 25 | +1.55K | -- |
| SEI INVESTMENTS CO | 38.35K | Sep 30, 25 | -34 | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 38.00K | Sep 30, 25 | -2.96K | -- |
| HighPoint Advisor Group LLC | 37.64K | Sep 30, 25 | -1.57K | -- |
| Creative Planning | 37.16K | Sep 30, 25 | +1.97K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 36.27K | Sep 30, 25 | -6.52K | -- |
| Prime Capital Investment Advisors, LLC | 36.26K | Sep 30, 25 | -2.23K | -- |
| INTECH INVESTMENT MANAGEMENT LLC | 35.63K | Sep 30, 25 | -2.65K | -- |
| Resona Asset Management Co.,Ltd. | 34.66K | Sep 30, 25 | +3.45K | -- |
| JANUS HENDERSON GROUP PLC | 33.87K | Sep 30, 25 | -- | -- |
| CALTON & ASSOCIATES, INC. | 32.22K | Sep 30, 25 | -147 | -- |
| JENNISON ASSOCIATES LLC | 30.14K | Sep 30, 25 | +30.14K | -- |
| Daiwa Securities Group Inc. | 29.48K | Sep 30, 25 | +2.15K | -- |
| WOLVERINE ASSET MANAGEMENT LLC | 29.04K | Sep 30, 25 | +15.40K | -- |
| GAMCO INVESTORS, INC. ET AL | 28.50K | Sep 30, 25 | -- | -- |
| Kestra Advisory Services, LLC | 28.11K | Sep 30, 25 | -6.43K | -- |
| Dynamic Technology Lab Private Ltd | 27.17K | Sep 30, 25 | +18.45K | -- |
| AMERICAN CENTURY COMPANIES INC | 25.93K | Sep 30, 25 | +1.50K | -- |
| Koshinski Asset Management, Inc. | 25.67K | Sep 30, 25 | -488 | -- |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 25.34K | Sep 30, 25 | +310 | -- |
| Handelsbanken Fonder AB | 25.20K | Sep 30, 25 | -- | -- |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 24.85K | Sep 30, 25 | -3.53K | -- |
| Vanderbilt University | 24.20K | Sep 30, 25 | -249 | -- |
| Geneos Wealth Management Inc. | 24.18K | Sep 30, 25 | +1.89K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 23.97K | Sep 30, 25 | -- | -- |
| Quantinno Capital Management LP | 23.88K | Sep 30, 25 | +12.61K | -- |
| Y-Intercept (Hong Kong) Ltd | 23.43K | Sep 30, 25 | +23.43K | -- |
| Arizona State Retirement System | 22.95K | Sep 30, 25 | +347 | -- |
| BNP PARIBAS ARBITRAGE, SNC | 22.51K | Sep 30, 25 | +7.90K | -- |
| AQR CAPITAL MANAGEMENT LLC | 22.05K | Sep 30, 25 | +9.28K | -- |
| UniSuper Management Pty Ltd | 22.00K | Sep 30, 25 | -- | -- |
| Police & Firemen's Retirement System of New Jersey | 21.59K | Sep 30, 25 | +4.09K | -- |
| CITIGROUP INC | 21.09K | Sep 30, 25 | -74.07K | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 19.42K | Sep 30, 25 | -- | -- |
| VAN ECK ASSOCIATES CORP | 19.02K | Sep 30, 25 | +1.85K | -- |
| Campbell & CO Investment Adviser LLC | 18.84K | Sep 30, 25 | +18.84K | -- |
| XTX Topco Ltd | 17.38K | Sep 30, 25 | -7.88K | -- |
| Mariner, LLC | 16.68K | Sep 30, 25 | -458 | -- |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16.36K | Sep 30, 25 | -- | -- |
| DekaBank Deutsche Girozentrale | 16.31K | Sep 30, 25 | -- | -- |
| Prospera Financial Services Inc | 16.06K | Sep 30, 25 | -508 | -- |
| J.W. COLE ADVISORS, INC. | 16.04K | Sep 30, 25 | -1.44K | -- |
| KLP KAPITALFORVALTNING AS | 15.60K | Sep 30, 25 | -- | -- |
| Greenland Capital Management LP | 15.00K | Sep 30, 25 | +15.00K | -- |
| Quest Partners LLC | 14.43K | Sep 30, 25 | +3.22K | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 14.42K | Sep 30, 25 | -6.98K | -- |
| STRS OHIO | 14.20K | Sep 30, 25 | -400 | -- |
| Waverly Advisors, LLC | 14.11K | Sep 30, 25 | +37 | -- |
| CHOREO, LLC | 13.97K | Sep 30, 25 | +13.97K | -- |
| MML INVESTORS SERVICES, LLC | 13.52K | Sep 30, 25 | +1.29K | -- |
| ProShare Advisors LLC | 13.35K | Sep 30, 25 | -2.66K | -- |
| Beacon Pointe Advisors, LLC | 13.21K | Sep 30, 25 | -5.77K | -- |
| Cerity Partners LLC | 12.85K | Sep 30, 25 | -573 | -- |
| IFM Investors Pty Ltd | 12.58K | Sep 30, 25 | +130 | -- |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 12.12K | Sep 30, 25 | -- | -- |
| TWO SIGMA INVESTMENTS, LP | 12.10K | Sep 30, 25 | +4.72K | -- |
| Elo Mutual Pension Insurance Co | 12.04K | Sep 30, 25 | -12.51K | -- |
| Polymer Capital Management (US) LLC | 11.84K | Sep 30, 25 | -2.18K | -- |
| Verdence Capital Advisors LLC | 11.56K | Sep 30, 25 | -- | -- |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 11.48K | Sep 30, 25 | +7.25K | -- |
| Private Advisor Group, LLC | 11.37K | Sep 30, 25 | +73 | -- |
| EntryPoint Capital, LLC | 11.35K | Sep 30, 25 | +3.81K | -- |
| State of Wyoming | 11.32K | Sep 30, 25 | -2.37K | -- |
| Engineers Gate Manager LP | 11.31K | Sep 30, 25 | -13.40K | -- |
| FIRST TRUST ADVISORS LP | 11.28K | Sep 30, 25 | -56.02K | -- |
| Pictet Asset Management Holding SA | 11.24K | Sep 30, 25 | +1.70K | -- |
| HARBOUR INVESTMENTS, INC. | 10.83K | Sep 30, 25 | -95 | -- |
| Intrua Financial, LLC | 10.67K | Sep 30, 25 | -916 | -- |
| Smallwood Wealth Investment Management, LLC | 10.67K | Sep 30, 25 | -2.00K | -- |
| Merit Financial Group, LLC | 10.51K | Sep 30, 25 | +227 | -- |
| Concurrent Investment Advisors, LLC | 10.47K | Sep 30, 25 | +22 | -- |
| Harvest Investment Services, LLC | 9.95K | Sep 30, 25 | -7.06K | -- |
| Northwest & Ethical Investments L.P. | 9.94K | Sep 30, 25 | -- | -- |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9.84K | Sep 30, 25 | -20 | -- |
| Atom Investors LP | 9.39K | Sep 30, 25 | -7.47K | -- |
| CWM, LLC | 8.98K | Sep 30, 25 | +348 | -- |
| CAPTRUST FINANCIAL ADVISORS | 8.92K | Sep 30, 25 | +1.03K | -- |
| SkyOak Wealth, LLC | 8.88K | Sep 30, 25 | -- | -- |
| VICTORY CAPITAL MANAGEMENT INC | 8.88K | Sep 30, 25 | -308 | -- |
| Allworth Financial LP | 8.84K | Sep 30, 25 | -140 | -- |
| Beacon Financial Advisory LLC | 8.79K | Sep 30, 25 | -553 | -- |
| Gallacher Capital Management LLC | 8.75K | Sep 30, 25 | +500 | -- |
| TRUIST FINANCIAL CORP | 8.18K | Sep 30, 25 | +8.18K | -- |
| Madden Advisory Services, Inc. | 8.17K | Sep 30, 25 | -- | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 7.82K | Sep 30, 25 | +146 | -- |
| Virtu Financial LLC | 7.74K | Sep 30, 25 | +7.74K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7.57K | Sep 30, 25 | -- | -- |
| Centiva Capital, LP | 7.55K | Sep 30, 25 | +7.55K | -- |
| Investmark Advisory Group LLC | 7.38K | Sep 30, 25 | +13 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.62K | Sep 30, 25 | +8 | -- |
| Ameritas Investment Partners, Inc. | 6.52K | Sep 30, 25 | -1.59K | -- |
| Virtus Investment Advisers, Inc. | 5.87K | Sep 30, 25 | -295 | -- |
| Federation des caisses Desjardins du Quebec | 4.89K | Sep 30, 25 | +409 | -- |
| FIL Ltd | 4.84K | Sep 30, 25 | +363 | -- |
| IFP Advisors, Inc | 4.60K | Sep 30, 25 | +85 | -- |
| Sound Income Strategies, LLC | 4.56K | Sep 30, 25 | +4.56K | -- |
| US BANCORP \DE\ | 3.85K | Sep 30, 25 | -5.89K | -- |
| Tower Research Capital LLC (TRC) | 3.61K | Sep 30, 25 | -5.83K | -- |
| MAI Capital Management | 3.28K | Sep 30, 25 | -296 | -- |
| McIlrath & Eck, LLC | 3.00K | Sep 30, 25 | -- | -- |
| Farther Finance Advisors, LLC | 2.73K | Sep 30, 25 | +2.06K | -- |
| AMALGAMATED BANK | 2.68K | Sep 30, 25 | -- | -- |
| BNP Paribas Asset Management Holding S.A. | 2.44K | Sep 30, 25 | +857 | -- |
| COMERICA BANK | 2.30K | Sep 30, 25 | +12 | -- |
| PRIVATE TRUST CO NA | 2.24K | Sep 30, 25 | -65 | -- |
| HANTZ FINANCIAL SERVICES, INC. | 2.09K | Sep 30, 25 | -- | -- |
| TRUST CO OF TOLEDO NA /OH/ | 1.72K | Sep 30, 25 | -- | -- |
| Mirae Asset Global Investments Co., Ltd. | 1.70K | Sep 30, 25 | +95 | -- |
| Newbridge Financial Services Group, Inc. | 1.70K | Sep 30, 25 | +1.15K | -- |
| NewEdge Advisors, LLC | 1.56K | Sep 30, 25 | -- | -- |
| Avalon Trust Co | 1.50K | Sep 30, 25 | +1.50K | -- |
| Quaker Wealth Management, LLC | 1.45K | Sep 30, 25 | -- | -- |
| EverSource Wealth Advisors, LLC | 1.36K | Sep 30, 25 | -5 | -- |
| Parallel Advisors, LLC | 1.33K | Sep 30, 25 | -- | -- |
| GF FUND MANAGEMENT CO. LTD. | 1.29K | Sep 30, 25 | -75 | -- |
| Heritage Wealth Advisors | 1.25K | Sep 30, 25 | -- | -- |
| Plante Moran Financial Advisors, LLC | 1.18K | Sep 30, 25 | -- | -- |
| ASSETMARK, INC | 1.15K | Sep 30, 25 | +184 | -- |
| Winch Advisory Services, LLC | 1.13K | Sep 30, 25 | +9 | -- |
| Aster Capital Management (DIFC) Ltd | 1.06K | Sep 30, 25 | -2.63K | -- |
| Millstone Evans Group, LLC | 905 | Sep 30, 25 | -- | -- |
| LOOMIS SAYLES & CO L P | 902 | Sep 30, 25 | -48 | -- |
| SRS Capital Advisors, Inc. | 889 | Sep 30, 25 | +889 | -- |
| SIGNATUREFD, LLC | 878 | Sep 30, 25 | +246 | -- |
| Bear Mountain Capital, Inc. | 830 | Sep 30, 25 | +7 | -- |
| Advantage Trust Co | 756 | Sep 30, 25 | -- | -- |
| Global Retirement Partners, LLC | 755 | Sep 30, 25 | -- | -- |
| Cherry Tree Wealth Management, LLC | 754 | Sep 30, 25 | -- | -- |
| JONES FINANCIAL COMPANIES LLLP | 743 | Sep 30, 25 | +43 | -- |
| Asset Dedication, LLC | 739 | Sep 30, 25 | -- | -- |
| CIBC Private Wealth Group, LLC | 736 | Sep 30, 25 | -2.74K | -- |
| Strategic Wealth Partners, Ltd. | 673 | Sep 30, 25 | -152 | -- |
| Advisory Services Network, LLC | 633 | Sep 30, 25 | +633 | -- |
| Cranbrook Wealth Management, LLC | 591 | Sep 30, 25 | -- | -- |
| Larson Financial Group LLC | 511 | Sep 30, 25 | -111 | -- |
| DANSKE BANK A/S | 500 | Sep 30, 25 | -- | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 486 | Sep 30, 25 | +2 | -- |
| PRINCIPAL SECURITIES, INC. | 464 | Sep 30, 25 | -13 | -- |
| TSFG, LLC | 464 | Sep 30, 25 | +464 | -- |
| GPS Wealth Strategies Group, LLC | 455 | Sep 30, 25 | -- | -- |
| MCF Advisors LLC | 384 | Sep 30, 25 | -- | -- |
| WPG Advisers, LLC | 373 | Sep 30, 25 | -- | -- |
| Optiver Holding B.V. | 362 | Sep 30, 25 | +362 | -- |
| Aspect Partners, LLC | 330 | Sep 30, 25 | -- | -- |
| ALERUS FINANCIAL NA | 300 | Sep 30, 25 | +300 | -- |
| CBIZ Investment Advisory Services, LLC | 293 | Sep 30, 25 | -- | -- |
| Clearstead Advisors, LLC | 287 | Sep 30, 25 | -- | -- |
| Pineridge Advisors LLC | 286 | Sep 30, 25 | +3 | -- |
| Hillsdale Investment Management Inc. | 230 | Sep 30, 25 | -- | -- |
| Capital Analysts, LLC | 219 | Sep 30, 25 | +219 | -- |
| SITTNER & NELSON, LLC | 203 | Sep 30, 25 | -- | -- |
| NVWM, LLC | 181 | Sep 30, 25 | -- | -- |
| Glass Jacobson Investment Advisors llc | 161 | Sep 30, 25 | -- | -- |
| WFA Asset Management Corp | 159 | Sep 30, 25 | +2 | -- |
| BankPlus Trust Department | 146 | Sep 30, 25 | -- | -- |
| Rockefeller Capital Management L.P. | 139 | Sep 30, 25 | +139 | -- |
| Blume Capital Management, Inc. | 130 | Sep 30, 25 | -- | -- |
| Valued Wealth Advisors LLC | 128 | Sep 30, 25 | -- | -- |
| ROTHSCHILD INVESTMENT LLC | 120 | Sep 30, 25 | +45 | -- |
| Bare Financial Services, Inc | 116 | Sep 30, 25 | -384 | -- |
| Wealth Watch Advisors, INC | 105 | Sep 30, 25 | +105 | -- |
| Beacon Capital Management, Inc. | 100 | Sep 30, 25 | -- | -- |
| Quarry LP | 77 | Sep 30, 25 | -59 | -- |
| T. Rowe Price Investment Management, Inc. | 66 | Sep 30, 25 | +66 | -- |
| Strategic Investment Solutions, Inc. /IL | 61 | Sep 30, 25 | -- | -- |
| Cedar Mountain Advisors, LLC | 59 | Sep 30, 25 | -8 | -- |
| Bell Investment Advisors, Inc | 56 | Sep 30, 25 | -- | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 49 | Sep 30, 25 | +12 | -- |
| Covestor Ltd | 40 | Sep 30, 25 | +4 | -- |
| Parkside Financial Bank & Trust | 40 | Sep 30, 25 | +20 | -- |
| AdvisorNet Financial, Inc | 31 | Sep 30, 25 | +31 | -- |
| Steward Partners Investment Advisory, LLC | 28 | Sep 30, 25 | -622 | -- |
| Ameritas Advisory Services, LLC | 15 | Sep 30, 25 | -167 | -- |
| DecisionPoint Financial, LLC | 14 | Sep 30, 25 | -- | -- |
| Smartleaf Asset Management LLC | 14 | Sep 30, 25 | +14 | -- |
| MOTCO | 10 | Sep 30, 25 | -- | -- |
| JPL Wealth Management, LLC | 7 | Sep 30, 25 | +7 | -- |
| Creekmur Asset Management LLC | 1 | Sep 30, 25 | -- | -- |
| TFC Financial Management, Inc. | 1 | Sep 30, 25 | -- | -- |
| Gitterman Wealth Management, LLC | -- | Sep 30, 25 | -1.10K | -- |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | -- | Sep 30, 25 | -12.00K | -- |
| Squarepoint Ops LLC | -- | Sep 30, 25 | -32.26K | -- |
| Quantbot Technologies LP | -- | Sep 30, 25 | -5.73K | -- |
| Worth Venture Partners, LLC | -- | Sep 30, 25 | -7.60K | -- |
| ALGERT GLOBAL LLC | -- | Sep 30, 25 | -61.12K | -- |
| Salomon & Ludwin, LLC | -- | Sep 30, 25 | -152 | -- |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | -- | Sep 30, 25 | -11.07K | -- |
| Summit Global Investments | -- | Sep 30, 25 | -28.64K | -- |
| CarsonAllaria Wealth Management, Ltd. | -- | Sep 30, 25 | -10.08K | -- |
| MARSHALL WACE, LLP | -- | Sep 30, 25 | -135.11K | -- |
| BESSEMER GROUP INC | -- | Sep 30, 25 | -110 | -- |
| Jump Financial, LLC | -- | Sep 30, 25 | -17.25K | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -43 | -- |
| TOTAL INVESTMENT MANAGEMENT INC | -- | Sep 30, 25 | -33 | -- |
| Vestcor Inc | -- | Sep 30, 25 | -59.31K | -- |
| Alyeska Investment Group, L.P. | -- | Sep 30, 25 | -508.39K | -- |
| Kiker Wealth Management, LLC | -- | Sep 30, 25 | -408 | -- |
| M&G Plc | -- | Sep 30, 25 | -6.94K | -- |
| Beacon Capital Management, LLC | -- | Sep 30, 25 | -2.29K | -- |
| TWO SIGMA ADVISERS, LP | -- | Sep 30, 25 | -8.20K | -- |
| Mount Yale Investment Advisors, LLC | -- | Sep 30, 25 | -721 | -- |
| Johnson Financial Group, LLC | -- | Sep 30, 25 | -11.53K | -- |
| Walleye Trading LLC | -- | Sep 30, 25 | -3.78K | -- |
| NewSquare Capital LLC | -- | Sep 30, 25 | -295 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 14.14K | Jun 30, 25 | -629 | -- |
| Safe Harbor Fiduciary, LLC | 10.57K | Jun 30, 25 | -- | -- |
| CIBC WORLD MARKETS CORP | 9.62K | Jun 30, 25 | -7.58K | -- |
| KBC Group NV | 2.60K | Jun 30, 25 | -1.16K | -- |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2.15K | Jun 30, 25 | +2.15K | -- |
| Semmax Financial Advisors Inc. | 353 | Jun 30, 25 | -- | -- |
| Christopher J. Hasenberg, Inc | 234 | Jun 30, 25 | -- | -- |
| MV CAPITAL MANAGEMENT, INC. | 233 | Jun 30, 25 | -- | -- |
| Orion Portfolio Solutions, LLC | 7.29K | Mar 31, 25 | -- | -- |
| Lindbrook Capital, LLC | 24 | Mar 31, 25 | -65 | -- |
| Nuveen Asset Management, LLC | 1.19M | Dec 31, 24 | +315.38K | -- |
| Executive Wealth Management, LLC | 9.70K | Dec 31, 24 | -- | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -1.03K | -- |
| Sugarloaf Wealth Management, LLC | -- | Dec 31, 24 | -327 | -- |
| EAGLE ASSET MANAGEMENT INC | 216.83K | Sep 30, 24 | +100.17K | -- |
| Raymond James Financial Services Advisors, Inc. | 11.47K | Sep 30, 24 | +653 | -- |
| RAYMOND JAMES & ASSOCIATES | 8.88K | Sep 30, 24 | +343 | -- |
| VitalStone Financial, LLC | 4.51K | Sep 30, 24 | -1.36K | -- |
| Halpern Financial, Inc. | 616 | Sep 30, 24 | -- | -- |
| Peterson Financial Group, Inc. | 489 | Sep 30, 24 | +489 | -- |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -441 | -- |
| BlackRock Inc. | 6.74M | Jun 30, 24 | +154.96K | -- |
| EMFO, LLC | 1.00K | Jun 30, 24 | -- | -- |
| Private Wealth Strategies, L.L.C. | -- | Jun 30, 24 | -12.49K | -- |
| Private Ocean, LLC | -- | Jun 30, 24 | -117 | -- |
| CREDIT SUISSE AG/ | 91.90K | Mar 31, 24 | -1.15K | -- |
| Cetera Advisor Networks LLC | 29.92K | Mar 31, 24 | -10.04K | -- |
| Cetera Advisors LLC | 23.43K | Mar 31, 24 | +2.93K | -- |
| Retirement Group, LLC | 12.84K | Mar 31, 24 | -191 | -- |
| PROVENCE WEALTH MANAGEMENT GROUP | 73 | Dec 31, 23 | -- | -- |
| GOODWIN DANIEL L | 45.97K | Sep 30, 23 | -- | -- |
| PICTET ASSET MANAGEMENT SA | 17.48K | Jun 30, 23 | -2.08K | -- |
| BDO Wealth Advisors, LLC | 583 | Jun 30, 23 | -- | -- |
| HighTower Trust Company, N.A. | 10.39K | Mar 31, 23 | -- | -- |
| Ahrens Investment Partners LLC | 1.16K | Mar 31, 23 | +1.16K | -- |
| Burleson & Company, LLC | 443 | Dec 31, 22 | +4 | -- |
| Jefferies Group LLC | 16.72K | Sep 30, 22 | +16.72K | -- |
| American Portfolios Advisors | 2.13K | Sep 30, 22 | -- | -- |
| Surevest, LLC | 370 | Sep 30, 22 | -73 | -- |
| FourThought Financial, LLC | 235 | Sep 30, 22 | -- | -- |
| Strategic Asset Management, LLC | 100 | Sep 30, 22 | -- | -- |
| ACG Wealth | -- | Sep 30, 22 | -8.47K | -- |
| Lake Point Wealth Management | 293 | Jun 30, 22 | -- | -- |
| Fieldpoint Private Securities, LLC | 205 | Jun 30, 22 | +205 | -- |
| IndexIQ Advisors LLC | 19.88K | Mar 31, 22 | -2.42K | -- |
| AMP Capital Investors Ltd | -- | Mar 31, 22 | -13.13K | -- |
| REAL ESTATE MANAGEMENT SERVICES LLC | 30.80K | Dec 31, 21 | +30.80K | -- |
| NEXT Financial Group, Inc | 2.06K | Dec 31, 21 | +2.06K | -- |