ORIX Corporation(IX)

$37.22▲0.32 (86.72%)

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ORIX Corporation(IX)

NYSE

$37.22▲0.32 (86.72%)

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IX(IX)

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 362 Institutional Holders

Holder	Shares	Date	Change	% Held
FMR LLC	5.94M	Mar 31, 26	+429.68K	0.54%
MORGAN STANLEY	5.01M	Mar 31, 26	-110.73K	0.45%
BANK OF AMERICA CORP /DE/	2.89M	Mar 31, 26	+25.66K	0.26%
TODD ASSET MANAGEMENT LLC	1.84M	Mar 31, 26	+12.43K	0.17%
NORTHERN TRUST CORP	1.31M	Mar 31, 26	+241.23K	0.12%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	1.15M	Mar 31, 26	--	0.10%
Cullen Capital Management, LLC	1.08M	Mar 31, 26	+1.08M	0.10%
Clearbridge Investments, LLC	1.05M	Mar 31, 26	+1.05M	0.09%
AMERICAN CENTURY COMPANIES INC	962.40K	Mar 31, 26	+200.35K	0.09%
BlackRock, Inc.	938.97K	Mar 31, 26	+32.22K	0.08%
Quantinno Capital Management LP	924.41K	Mar 31, 26	+129.74K	0.08%
NATIXIS ADVISORS, L.P.	770.60K	Mar 31, 26	+606.65K	0.07%
JONES FINANCIAL COMPANIES LLLP	606.30K	Mar 31, 26	+605.64K	0.05%
ENVESTNET ASSET MANAGEMENT INC	511.07K	Mar 31, 26	+397.35K	0.05%
WELLS FARGO & COMPANY/MN	460.01K	Mar 31, 26	+334.89K	0.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	352.07K	Mar 31, 26	+67.90K	0.03%
EAGLE GLOBAL ADVISORS LLC	335.38K	Mar 31, 26	+380	0.03%
JPMORGAN CHASE & CO	314.14K	Mar 31, 26	+155.63K	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	291.08K	Mar 31, 26	+42.97K	0.03%
RAYMOND JAMES FINANCIAL INC	209.55K	Mar 31, 26	+191.39K	0.02%
Gilman Hill Asset Management, LLC	203.16K	Mar 31, 26	+3.81K	0.02%
Boston Common Asset Management, LLC	175.17K	Mar 31, 26	-1.22K	0.02%
AQR CAPITAL MANAGEMENT LLC	172.04K	Mar 31, 26	+39.94K	0.02%
JANE STREET GROUP, LLC	167.46K	Mar 31, 26	+167.46K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	165.80K	Mar 31, 26	+12.53K	0.01%
Calamos Advisors LLC	163.34K	Mar 31, 26	+163.34K	0.01%
Calamos Wealth Management LLC	163.34K	Mar 31, 26	+22.94K	0.01%
OPPENHEIMER ASSET MANAGEMENT INC.	160.54K	Mar 31, 26	+160.54K	0.01%
SEI INVESTMENTS CO	159.53K	Mar 31, 26	+17.33K	0.01%
Gradient Investments LLC	157.45K	Mar 31, 26	+157.45K	0.01%
Bank of New York Mellon Corp	154.48K	Mar 31, 26	+26.05K	0.01%
QRG CAPITAL MANAGEMENT, INC.	153.30K	Mar 31, 26	+28.59K	0.01%
Crossmark Global Holdings, Inc.	144.24K	Mar 31, 26	+23.75K	0.01%
TWO SIGMA INVESTMENTS, LP	140.76K	Mar 31, 26	+100.28K	0.01%
Vanguard Personalized Indexing Management, LLC	134.69K	Mar 31, 26	-46.67K	0.01%
Pathstone Holdings, LLC	123.36K	Mar 31, 26	+1.23K	0.01%
Cerity Partners LLC	122.99K	Mar 31, 26	+15.88K	0.01%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	114.40K	Mar 31, 26	+49.20K	0.01%
Henry James International Management Inc.	111.45K	Mar 31, 26	-89.33K	0.01%
RENAISSANCE TECHNOLOGIES LLC	109.60K	Mar 31, 26	+109.60K	0.01%
RITHOLTZ WEALTH MANAGEMENT	104.10K	Mar 31, 26	+25.41K	0.01%
Callan Family Office, LLC	104.04K	Mar 31, 26	+1.33K	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	97.09K	Mar 31, 26	+81.69K	0.01%
Brinker Capital Investments, LLC	96.54K	Mar 31, 26	+42.32K	0.01%
NAPLES GLOBAL ADVISORS, LLC	93.27K	Mar 31, 26	+5	0.01%
ROYAL BANK OF CANADA	88.45K	Mar 31, 26	+47.54K	0.01%
Mariner, LLC	76.91K	Mar 31, 26	+6.69K	0.01%
US BANCORP \DE\	76.50K	Mar 31, 26	+15.59K	0.01%
LAIRD NORTON TRUST COMPANY, LLC	74.27K	Mar 31, 26	+1.39K	0.01%
QUADRANT CAPITAL GROUP LLC	73.13K	Mar 31, 26	--	0.01%
Connor, Clark & Lunn Investment Management Ltd.	70.44K	Mar 31, 26	+36.33K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	68.90K	Mar 31, 26	+6.92K	0.01%
Vise Technologies, Inc.	66.99K	Mar 31, 26	--	0.01%
FIRST TRUST ADVISORS LP	66.57K	Mar 31, 26	+11.62K	0.01%
UBS Group AG	66.47K	Mar 31, 26	+39.71K	0.01%
PARADIGM ASSET MANAGEMENT CO LLC	66.40K	Mar 31, 26	--	0.01%
MML INVESTORS SERVICES, LLC	66.37K	Mar 31, 26	+45.27K	0.01%
LPL Financial LLC	65.98K	Mar 31, 26	+33.53K	0.01%
DGS Capital Management, LLC	64.94K	Mar 31, 26	+9.71K	0.01%
HighTower Advisors, LLC	63.77K	Mar 31, 26	+6.71K	0.01%
Lester Murray Antman dba SimplyRich	63.23K	Mar 31, 26	-87	0.01%
CWM, LLC	57.63K	Mar 31, 26	-13.86K	0.01%
GOLDMAN SACHS GROUP INC	57.19K	Mar 31, 26	-24.44K	0.01%
Advisors Asset Management, Inc.	56.91K	Mar 31, 26	+6.43K	0.01%
BTC Capital Management, Inc.	52.28K	Mar 31, 26	-32.53K	0.00%
IEQ CAPITAL, LLC	51.35K	Mar 31, 26	+5.01K	0.00%
Ativo Capital Management LLC	51.15K	Mar 31, 26	-9	0.00%
AMERIPRISE FINANCIAL INC	49.21K	Mar 31, 26	+9.80K	0.00%
BNP PARIBAS ARBITRAGE, SNC	48.22K	Mar 31, 26	+42.94K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	46.66K	Mar 31, 26	+2.60K	0.00%
CITIGROUP INC	44.41K	Mar 31, 26	+36.86K	0.00%
CI Private Wealth, LLC	42.61K	Mar 31, 26	+7.50K	0.00%
RHUMBLINE ADVISERS	37.65K	Mar 31, 26	+2.37K	0.00%
GREENLEAF TRUST	37.38K	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	35.72K	Mar 31, 26	-70	0.00%
Colony Group, LLC	34.58K	Mar 31, 26	+5.42K	0.00%
Aaron Wealth Advisors LLC	34.00K	Mar 31, 26	+10.46K	0.00%
Strategic Global Advisors, LLC	32.83K	Mar 31, 26	+6.63K	0.00%
Neuberger Berman Group LLC	32.79K	Mar 31, 26	+10.85K	0.00%
DIMENSIONAL FUND ADVISORS LP	32.56K	Mar 31, 26	+1	0.00%
Creative Planning	32.45K	Mar 31, 26	+938	0.00%
Caprock Group, LLC	32.24K	Mar 31, 26	+4.26K	0.00%
STATE STREET CORP	32.13K	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	30.84K	Mar 31, 26	+30.84K	0.00%
Allspring Global Investments Holdings, LLC	29.74K	Mar 31, 26	+1.63K	0.00%
Kathmere Capital Management, LLC	29.70K	Mar 31, 26	+3.39K	0.00%
PARK AVENUE SECURITIES LLC	28.84K	Mar 31, 26	+10.44K	0.00%
SYON CAPITAL LLC	28.59K	Mar 31, 26	-1.21K	0.00%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	27.96K	Mar 31, 26	+27.96K	0.00%
Cetera Investment Advisers	27.61K	Mar 31, 26	+12.93K	0.00%
STIFEL FINANCIAL CORP	27.30K	Mar 31, 26	+27.30K	0.00%
Dynasty Wealth Management, LLC	26.82K	Mar 31, 26	+66	0.00%
XTX Topco Ltd	26.59K	Mar 31, 26	+26.59K	0.00%
Atria Investments, Inc	26.02K	Mar 31, 26	+18.68K	0.00%
BANK OF MONTREAL /CAN/	26.01K	Mar 31, 26	+18.94K	0.00%
Sequoia Financial Advisors, LLC	25.99K	Mar 31, 26	+657	0.00%
CHOREO, LLC	25.86K	Mar 31, 26	+1.21K	0.00%
Systematic Alpha Investments, LLC	24.81K	Mar 31, 26	--	0.00%
HRT FINANCIAL LP	24.44K	Mar 31, 26	+24.44K	0.00%
Sanctuary Advisors, LLC	23.34K	Mar 31, 26	+23.34K	0.00%
Lido Advisors, LLC	23.23K	Mar 31, 26	+6.04K	0.00%
Atomi Financial Group, Inc.	23.16K	Mar 31, 26	+4.40K	0.00%
Savvy Advisors, Inc.	23.00K	Mar 31, 26	+2.22K	0.00%
CITADEL ADVISORS LLC	21.30K	Mar 31, 26	+9.12K	0.00%
Versant Capital Management, Inc	21.14K	Mar 31, 26	+3.75K	0.00%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	21.13K	Mar 31, 26	+21.13K	0.00%
Skopos Labs, Inc.	20.56K	Mar 31, 26	+9.19K	0.00%
RMB Capital Management, LLC	20.42K	Mar 31, 26	-41.39K	0.00%
Venturi Wealth Management, LLC	20.27K	Mar 31, 26	+928	0.00%
MILLENNIUM MANAGEMENT LLC	19.94K	Mar 31, 26	+19.94K	0.00%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	19.21K	Mar 31, 26	+19.21K	0.00%
TRUIST FINANCIAL CORP	19.06K	Mar 31, 26	+10.54K	0.00%
EVERGREEN CAPITAL MANAGEMENT LLC	19.00K	Mar 31, 26	+2.51K	0.00%
Summit Trail Advisors, LLC	18.81K	Mar 31, 26	+18.81K	0.00%
Savant Capital, LLC	18.48K	Mar 31, 26	+3.22K	0.00%
Ethic Inc.	17.95K	Mar 31, 26	+3.22K	0.00%
Aquatic Capital Management LLC	17.61K	Mar 31, 26	+16.01K	0.00%
Vident Advisory, LLC	16.75K	Mar 31, 26	+2.38K	0.00%
SIGNATUREFD, LLC	16.61K	Mar 31, 26	-136	0.00%
Naviter Wealth, LLC	16.25K	Mar 31, 26	+1.37K	0.00%
Marks Group Wealth Management, Inc	16.12K	Mar 31, 26	+16.12K	0.00%
FRANKLIN RESOURCES INC	16.09K	Mar 31, 26	+29	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	15.29K	Mar 31, 26	+1.91K	0.00%
HB Wealth Management, LLC	14.95K	Mar 31, 26	+1.79K	0.00%
First Affirmative Financial Network	14.42K	Mar 31, 26	+14.42K	0.00%
Hardy Reed LLC	14.34K	Mar 31, 26	-46	0.00%
Hennion & Walsh Asset Management, Inc.	14.15K	Mar 31, 26	+14.15K	0.00%
ASSETMARK, INC	13.48K	Mar 31, 26	-541	0.00%
Optas, LLC	12.83K	Mar 31, 26	-63	0.00%
PDS Planning, Inc	12.79K	Mar 31, 26	-82	0.00%
CAPTRUST FINANCIAL ADVISORS	12.33K	Mar 31, 26	+838	0.00%
YOUSIF CAPITAL MANAGEMENT, LLC	12.22K	Mar 31, 26	--	0.00%
Checchi Capital Advisers, LLC	11.82K	Mar 31, 26	-778	0.00%
Rockefeller Capital Management L.P.	11.48K	Mar 31, 26	+5.93K	0.00%
Janney Montgomery Scott LLC	11.45K	Mar 31, 26	+11.45K	0.00%
Abel Hall, LLC	11.45K	Mar 31, 26	+2.34K	0.00%
Net Worth Advisory Group	11.08K	Mar 31, 26	-55	0.00%
Ascent Group, LLC	11.01K	Mar 31, 26	+432	0.00%
Clearstead Advisors, LLC	10.72K	Mar 31, 26	+10.72K	0.00%
Pinnacle Wealth Planning Services, Inc.	10.60K	Mar 31, 26	+347	0.00%
HANTZ FINANCIAL SERVICES, INC.	10.42K	Mar 31, 26	+3.15K	0.00%
Parallel Advisors, LLC	10.27K	Mar 31, 26	+1.04K	0.00%
Smartleaf Asset Management LLC	9.98K	Mar 31, 26	+758	0.00%
Dorsey & Whitney Trust CO LLC	9.94K	Mar 31, 26	+423	0.00%
ATLAS CAPITAL ADVISORS LLC	9.23K	Mar 31, 26	+8.26K	0.00%
REGIONS FINANCIAL CORP	9.08K	Mar 31, 26	+9.08K	0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	9.06K	Mar 31, 26	+457	0.00%
PALLADIEM, LLC	8.96K	Mar 31, 26	--	0.00%
GAMMA Investing LLC	8.86K	Mar 31, 26	+2.16K	0.00%
Mattson Financial Services, LLC	8.83K	Mar 31, 26	+8.83K	0.00%
KEYBANK NATIONAL ASSOCIATION/OH	8.55K	Mar 31, 26	+8.55K	0.00%
Mount Yale Investment Advisors, LLC	8.46K	Mar 31, 26	+1.43K	0.00%
Point72 Asset Management, L.P.	8.39K	Mar 31, 26	+8.39K	0.00%
Brown Financial Advisors	8.32K	Mar 31, 26	+8.32K	0.00%
XPONANCE, INC.	8.21K	Mar 31, 26	+8.21K	0.00%
D'Orazio & Associates, Inc.	8.09K	Mar 31, 26	+788	0.00%
Abacus Wealth Partners, LLC	7.96K	Mar 31, 26	--	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.93K	Mar 31, 26	+7.93K	0.00%
Vestmark Advisory Solutions, Inc.	7.92K	Mar 31, 26	+7.92K	0.00%
SAGE RHINO CAPITAL LLC	7.80K	Mar 31, 26	-66	0.00%
Wealth Alliance	7.79K	Mar 31, 26	+7.79K	0.00%
COLDSTREAM CAPITAL MANAGEMENT INC	7.76K	Mar 31, 26	+7.76K	0.00%
Portside Wealth Group, LLC	7.14K	Mar 31, 26	+7.14K	0.00%
Ballentine Partners, LLC	7.03K	Mar 31, 26	-217	0.00%
EWA, LLC	6.98K	Mar 31, 26	--	0.00%
EP Wealth Advisors, LLC	6.76K	Mar 31, 26	+6.76K	0.00%
Bridgewater Advisors Inc.	5.71K	Mar 31, 26	+5.71K	0.00%
ADVISOR GROUP HOLDINGS, INC.	5.41K	Mar 31, 26	+2.11K	0.00%
TD PRIVATE CLIENT WEALTH LLC	4.94K	Mar 31, 26	+4.86K	0.00%
EverSource Wealth Advisors, LLC	4.92K	Mar 31, 26	+120	0.00%
HUNTINGTON NATIONAL BANK	4.06K	Mar 31, 26	+442	0.00%
Farther Finance Advisors, LLC	3.60K	Mar 31, 26	+391	0.00%
Cromwell Holdings LLC	3.05K	Mar 31, 26	--	0.00%
Horizon Investments, LLC	2.72K	Mar 31, 26	+2.72K	0.00%
DEUTSCHE BANK AG\	2.29K	Mar 31, 26	+2.29K	0.00%
Salomon & Ludwin, LLC	2.10K	Mar 31, 26	+1.36K	0.00%
WealthCollab, LLC	1.82K	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	1.76K	Mar 31, 26	+269	0.00%
Brentview Investment Management LLC	1.76K	Mar 31, 26	--	0.00%
Allworth Financial LP	1.68K	Mar 31, 26	+650	0.00%
V-Square Quantitative Management LLC	1.62K	Mar 31, 26	+468	0.00%
Bruce G. Allen Investments, LLC	1.54K	Mar 31, 26	--	0.00%
Addison Advisors LLC	1.54K	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	1.38K	Mar 31, 26	+1.31K	0.00%
Ronald Blue Trust, Inc.	1.22K	Mar 31, 26	-180	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	1.20K	Mar 31, 26	+1.20K	0.00%
Larson Financial Group LLC	1.07K	Mar 31, 26	+341	0.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	965	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	905	Mar 31, 26	--	0.00%
Manchester Capital Management LLC	790	Mar 31, 26	--	0.00%
UMB Bank, n.a.	740	Mar 31, 26	--	0.00%
MAI Capital Management	735	Mar 31, 26	+345	0.00%
SRS Capital Advisors, Inc.	714	Mar 31, 26	-1.33K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	694	Mar 31, 26	+277	0.00%
Advisory Services Network, LLC	694	Mar 31, 26	+694	0.00%
IFP Advisors, Inc	654	Mar 31, 26	+159	0.00%
True Wealth Design, LLC	611	Mar 31, 26	+95	0.00%
Sound Income Strategies, LLC	544	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	513	Mar 31, 26	+373	0.00%
Ancora Advisors, LLC	502	Mar 31, 26	+502	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	500	Mar 31, 26	--	0.00%
Financial Management Professionals, Inc.	483	Mar 31, 26	--	0.00%
Capital Analysts, LLC	475	Mar 31, 26	+255	0.00%
ALBION FINANCIAL GROUP /UT	475	Mar 31, 26	--	0.00%
Bell Investment Advisors, Inc	456	Mar 31, 26	+221	0.00%
PRIVATE TRUST CO NA	413	Mar 31, 26	+145	0.00%
MATHER GROUP, LLC.	403	Mar 31, 26	+403	0.00%
BESSEMER GROUP INC	402	Mar 31, 26	-450	0.00%
Trifecta Capital Advisors, LLC	400	Mar 31, 26	+400	0.00%
LRI Investments, LLC	372	Mar 31, 26	+372	0.00%
Steward Partners Investment Advisory, LLC	344	Mar 31, 26	+84	0.00%
Lloyd Advisory Services, LLC.	328	Mar 31, 26	+328	0.00%
Kingdom Financial Group LLC.	328	Mar 31, 26	+328	0.00%
Whipplewood Advisors, LLC	320	Mar 31, 26	+320	0.00%
GW&K Investment Management, LLC	300	Mar 31, 26	+35	0.00%
Root Financial Partners, LLC	300	Mar 31, 26	-42	0.00%
Physician Wealth Advisors, Inc.	290	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	245	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	245	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	216	Mar 31, 26	+135	0.00%
Dogwood Wealth Management LLC	205	Mar 31, 26	+205	0.00%
MANNING & NAPIER ADVISORS LLC	199	Mar 31, 26	+40	0.00%
Pinnacle Bancorp, Inc.	175	Mar 31, 26	--	0.00%
CVA Family Office, LLC	168	Mar 31, 26	--	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	160	Mar 31, 26	--	0.00%
American Capital Advisory, LLC	145	Mar 31, 26	+125	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	135	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	125	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	116	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	115	Mar 31, 26	--	0.00%
JNBA Financial Advisors	109	Mar 31, 26	--	0.00%
RMG Wealth Management LLC	103	Mar 31, 26	+103	0.00%
Arlington Trust Co LLC	97	Mar 31, 26	+97	0.00%
CULLEN/FROST BANKERS, INC.	93	Mar 31, 26	+68	0.00%
IMA Wealth, Inc.	85	Mar 31, 26	-8	0.00%
JPL Wealth Management, LLC	80	Mar 31, 26	+80	0.00%
NISA INVESTMENT ADVISORS, LLC	77	Mar 31, 26	+77	0.00%
NBC SECURITIES, INC.	76	Mar 31, 26	--	0.00%
Independence Bank of Kentucky	70	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	70	Mar 31, 26	--	0.00%
Nemes Rush Group LLC	67	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	57	Mar 31, 26	+15	0.00%
Burk Holdings LLC	57	Mar 31, 26	+57	0.00%
CX Institutional	50	Mar 31, 26	-45	0.00%
MV CAPITAL MANAGEMENT, INC.	48	Mar 31, 26	+27	0.00%
Retirement Wealth Solutions LLC	47	Mar 31, 26	+47	0.00%
Financial Network Wealth Advisors LLC	43	Mar 31, 26	+43	0.00%
First Command Advisory Services, Inc.	40	Mar 31, 26	--	0.00%
Grove Bank & Trust	35	Mar 31, 26	+35	0.00%
Elevated Capital Advisors, LLC	35	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	35	Mar 31, 26	--	0.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	35	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	30	Mar 31, 26	--	0.00%
WPG Advisers, LLC	23	Mar 31, 26	+23	0.00%
Bogart Wealth, LLC	20	Mar 31, 26	--	0.00%
Abound Wealth Management	20	Mar 31, 26	--	0.00%
Beaird Harris Wealth Management, LLC	14	Mar 31, 26	-65	0.00%
Kilter Group LLC	13	Mar 31, 26	+5	0.00%
Triumph Capital Management	13	Mar 31, 26	+13	0.00%
Cassaday & Co Wealth Management LLC	10	Mar 31, 26	+10	0.00%
ROTHSCHILD INVESTMENT LLC	9	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	6	Mar 31, 26	+6	0.00%
TOTH FINANCIAL ADVISORY CORP	5	Mar 31, 26	--	0.00%
Knights of Columbus Asset Advisors LLC	--	Mar 31, 26	-7.96K	--
Bangor Savings Bank	--	Mar 31, 26	-233	--
Campbell & CO Investment Adviser LLC	--	Mar 31, 26	-42.16K	--
ST GERMAIN D J CO INC	--	Mar 31, 26	-30	--
CENTRAL TRUST Co	--	Mar 31, 26	-5	--
Verition Fund Management LLC	--	Mar 31, 26	-12.73K	--
Trexquant Investment LP	--	Mar 31, 26	-16.89K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-320	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-1.20K	--
ACADIAN ASSET MANAGEMENT LLC	--	Mar 31, 26	-685	--
AlphaCore Capital LLC	--	Mar 31, 26	-66.19K	--
Murphy & Mullick Capital Management Corp	--	Mar 31, 26	-4	--
Sivia Capital Partners, LLC	--	Mar 31, 26	-12.03K	--
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	--	Mar 31, 26	-65.39K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-314	--
Summit Global Investments	--	Mar 31, 26	-20.04K	--
Global Retirement Partners, LLC	20.48K	Dec 31, 25	+19.04K	0.00%
GLENMEDE TRUST CO NA	18.21K	Dec 31, 25	+18.21K	0.00%
RNC CAPITAL MANAGEMENT LLC	16.14K	Dec 31, 25	+550	0.00%
TWO SIGMA ADVISERS, LP	10.70K	Dec 31, 25	+10.70K	0.00%
SageView Advisory Group, LLC	495	Dec 31, 25	+495	0.00%
Principia Wealth Advisory, LLC	106	Dec 31, 25	-7	0.00%
CIBC Private Wealth Group, LLC	14	Dec 31, 25	+14	0.00%
Capitolis Liquid Global Markets LLC	--	Dec 31, 25	-64.90K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-20	--
CTC Alternative Strategies, Ltd.	--	Dec 31, 25	-34.10K	--
WETHERBY ASSET MANAGEMENT INC	35.96K	Sep 30, 25	-619	0.00%
Glenmede Investment Management, LP	17.06K	Sep 30, 25	-3.15K	0.00%
Binnacle Investments Inc	726	Sep 30, 25	+358	0.00%
Gitterman Wealth Management, LLC	--	Sep 30, 25	-1.89K	--
Wambolt & Associates, LLC	97.03K	Jun 30, 25	-9.32K	0.01%
First Horizon Advisors, Inc.	165	Jun 30, 25	+165	0.00%
Callan Capital, LLC	69.58K	Mar 31, 25	+57.92K	0.01%
Orion Portfolio Solutions, LLC	42.66K	Mar 31, 25	+31.31K	0.00%
Lindbrook Capital, LLC	1.50K	Mar 31, 25	+1.17K	0.00%
LAKE STREET ADVISORS GROUP, LLC	2.87K	Dec 31, 24	+45	0.00%
Zions Bancorporation, N.A.	35	Dec 31, 24	-95	0.00%
First Trust Direct Indexing L.P.	16.23K	Sep 30, 24	-1.71K	0.00%
Raymond James Financial Services Advisors, Inc.	1.81K	Sep 30, 24	-154	0.00%
ClariVest Asset Management LLC	4	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	--	Sep 30, 24	-23	--
BlackRock Inc.	198.39K	Jun 30, 24	-7.70K	0.02%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	8	Jun 30, 24	--	0.00%
Grey Street Capital, LLC	3.50K	Mar 31, 24	+3.50K	0.00%
Bartlett & Co. LLC	23	Dec 31, 23	--	0.00%
Baystate Wealth Management LLC	7	Dec 31, 23	--	0.00%
ADVISOR PARTNERS II, LLC	11.97K	Sep 30, 23	+924	0.00%
Column Capital Advisors, LLC	63	Sep 30, 23	--	0.00%
Vident Investment Advisory, LLC	4.46K	Jun 30, 23	+1.03K	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	2.81K	Sep 30, 22	+2.81K	0.00%
Corient Capital Partners, LLC	2.49K	Sep 30, 22	--	0.00%
ADVISOR PARTNERS LLC	10.48K	Jun 30, 22	+84	0.00%
Altium Wealth Management LLC	7.60K	Jun 30, 22	+47	0.00%
Private Capital Group, LLC	215	Jun 30, 22	-115	0.00%
Enterprise Trust & Investment Co	62	Jun 30, 22	+62	0.00%
Fieldpoint Private Securities, LLC	50	Jun 30, 22	--	0.00%
Intersect Capital LLC	--	Jun 30, 22	-2.15K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	602.46K	Mar 31, 22	+14.42K	0.05%
Lenox Wealth Advisors, LLC	145	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	27	Dec 31, 21	+27	0.00%
Carroll Financial Associates, Inc.	11	Dec 31, 21	--	0.00%
NorthCoast Asset Management LLC	3.12K	Sep 30, 21	+29	0.00%
Berman Capital Advisors, LLC	177	Sep 30, 21	+11	0.00%
FIRST HORIZON CORP	5	Jun 30, 21	--	0.00%
Aperio Group, LLC	388.27K	Dec 31, 20	+29.87K	0.03%
QUANTUM CAPITAL MANAGEMENT	1.38K	Sep 30, 20	-118	0.00%
Cornerstone Advisors, Inc.	912	Sep 30, 20	-64	0.00%
Lenox Wealth Management, Inc.	23	Jun 30, 20	+23	0.00%
TRUEWEALTH LLC	18	Jun 30, 20	--	0.00%
Advisor Group, Inc.	961	Dec 31, 19	+2	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	234	Dec 31, 19	+74	0.00%
SUNTRUST BANKS INC	--	Sep 30, 19	-16.55K	--
BOSTON ADVISORS LLC	--	Sep 30, 19	-6.49K	--
Delphi Private Advisors LLC	6	Jun 30, 19	+6	0.00%
SANTA BARBARA ASSET MANAGEMENT, LLC	48.57K	Mar 31, 19	+17.11K	0.00%
RELIANCE TRUST CO OF DELAWARE	--	Mar 31, 19	-8.50K	--
BREMER TRUST NATIONAL ASSOCIATION	284	Dec 31, 18	+284	0.00%
Zions Bancorporation	1.31K	Sep 30, 18	+1.31K	0.00%
Credential Securities Inc.	--	Jun 30, 18	-3.74K	--
GRATRY & Co LLC	16.86K	Mar 31, 18	-3.39K	0.00%
DREMAN VALUE MANAGEMENT, L L C	77	Mar 31, 18	--	0.00%
BB&T INVESTMENT SERVICES, INC.	63	Dec 31, 17	--	0.00%
Acrospire Investment Management LLC	--	Sep 30, 17	-232	--
CAPSTONE ASSET MANAGEMENT CO	27.18K	Jun 30, 17	+90	0.00%
1st Global Advisors, Inc.	13.04K	Jun 30, 17	-592	0.00%
Calvert Investment Management, Inc.	10.11K	Dec 31, 16	-64	0.00%
Euclid Advisors LLC	3.47K	Dec 31, 16	-9.88K	0.00%
KANALY TRUST CO	66	Dec 31, 16	--	0.00%
MSI Financial Services Inc	--	Dec 31, 16	-67	--
SOCIETE GENERALE	2.94K	Jun 30, 16	+2.94K	0.00%
WHV Investments, Inc.	46.63K	Mar 31, 16	+46.63K	0.00%
OFI Advisors LLC	1.09K	Sep 30, 15	+200	0.00%
MANAGED ACCOUNT ADVISORS LLC	318.37K	Jun 30, 15	+104.33K	0.03%
Mariner Wealth Advisors-NYC, LLC	42	Mar 31, 15	+42	0.00%
Placemark Investments, Inc.	23.62K	Dec 31, 14	-1.18K	0.00%
UBS AG	17.56K	Sep 30, 14	+153	0.00%
GlobalBridge, Inc.	--	Mar 31, 14	-3.54K	--
Jane Street Holding, LLC	--	Dec 31, 13	-15.46K	--
RBC Dominion Securities Inc.	1.57K	Dec 31, 08	+235	0.00%

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Holder

Date

Change

% Held

FMR LLC

5.94M

Mar 31, 26

+429.68K

0.54%

MORGAN STANLEY

5.01M

Mar 31, 26

-110.73K

0.45%

BANK OF AMERICA CORP /DE/

2.89M

Mar 31, 26

+25.66K

0.26%

TODD ASSET MANAGEMENT LLC

1.84M

Mar 31, 26

+12.43K

0.17%

NORTHERN TRUST CORP

1.31M

Mar 31, 26

+241.23K

0.12%

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

1.15M

Mar 31, 26

0.10%

Cullen Capital Management, LLC

1.08M

Mar 31, 26

+1.08M

0.10%

Clearbridge Investments, LLC

1.05M

Mar 31, 26

+1.05M

0.09%

AMERICAN CENTURY COMPANIES INC

962.40K

Mar 31, 26

+200.35K

0.09%

BlackRock, Inc.

938.97K

Mar 31, 26

+32.22K

0.08%

Quantinno Capital Management LP

924.41K

Mar 31, 26

+129.74K

0.08%

NATIXIS ADVISORS, L.P.

770.60K

Mar 31, 26

+606.65K

0.07%

JONES FINANCIAL COMPANIES LLLP

606.30K

Mar 31, 26

+605.64K

0.05%

ENVESTNET ASSET MANAGEMENT INC

511.07K

Mar 31, 26

+397.35K

0.05%

WELLS FARGO & COMPANY/MN

460.01K

Mar 31, 26

+334.89K

0.04%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

352.07K

Mar 31, 26

+67.90K

0.03%

EAGLE GLOBAL ADVISORS LLC

335.38K

Mar 31, 26

+380

0.03%

JPMORGAN CHASE & CO

314.14K

Mar 31, 26

+155.63K

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

291.08K

Mar 31, 26

+42.97K

0.03%

RAYMOND JAMES FINANCIAL INC

209.55K

Mar 31, 26

+191.39K

0.02%

Gilman Hill Asset Management, LLC

203.16K

Mar 31, 26

+3.81K

0.02%

Boston Common Asset Management, LLC

175.17K

Mar 31, 26

-1.22K

0.02%

AQR CAPITAL MANAGEMENT LLC

172.04K

Mar 31, 26

+39.94K

0.02%

JANE STREET GROUP, LLC

167.46K

Mar 31, 26

+167.46K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

165.80K

Mar 31, 26

+12.53K

0.01%

Calamos Advisors LLC

163.34K

Mar 31, 26

+163.34K

0.01%

Calamos Wealth Management LLC

163.34K

Mar 31, 26

+22.94K

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

160.54K

Mar 31, 26

+160.54K

0.01%

SEI INVESTMENTS CO

159.53K

Mar 31, 26

+17.33K

0.01%

Gradient Investments LLC

157.45K

Mar 31, 26

+157.45K

0.01%

Bank of New York Mellon Corp

154.48K

Mar 31, 26

+26.05K

0.01%

QRG CAPITAL MANAGEMENT, INC.

153.30K

Mar 31, 26

+28.59K

0.01%

Crossmark Global Holdings, Inc.

144.24K

Mar 31, 26

+23.75K

0.01%

TWO SIGMA INVESTMENTS, LP

140.76K

Mar 31, 26

+100.28K

0.01%

Vanguard Personalized Indexing Management, LLC

134.69K

Mar 31, 26

-46.67K

0.01%

Pathstone Holdings, LLC

123.36K

Mar 31, 26

+1.23K

0.01%

Cerity Partners LLC

122.99K

Mar 31, 26

+15.88K

0.01%

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

114.40K

Mar 31, 26

+49.20K

0.01%

Henry James International Management Inc.

111.45K

Mar 31, 26

-89.33K

0.01%

RENAISSANCE TECHNOLOGIES LLC

109.60K

Mar 31, 26

+109.60K

0.01%

RITHOLTZ WEALTH MANAGEMENT

104.10K

Mar 31, 26

+25.41K

0.01%

Callan Family Office, LLC

104.04K

Mar 31, 26

+1.33K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

97.09K

Mar 31, 26

+81.69K

0.01%

Brinker Capital Investments, LLC

96.54K

Mar 31, 26

+42.32K

0.01%

NAPLES GLOBAL ADVISORS, LLC

93.27K

Mar 31, 26

0.01%

ROYAL BANK OF CANADA

88.45K

Mar 31, 26

+47.54K

0.01%

Mariner, LLC

76.91K

Mar 31, 26

+6.69K

0.01%

US BANCORP \DE\

76.50K

Mar 31, 26

+15.59K

0.01%

LAIRD NORTON TRUST COMPANY, LLC

74.27K

Mar 31, 26

+1.39K

0.01%

QUADRANT CAPITAL GROUP LLC

73.13K

Mar 31, 26

0.01%

Connor, Clark & Lunn Investment Management Ltd.

70.44K

Mar 31, 26

+36.33K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

68.90K

Mar 31, 26

+6.92K

0.01%

Vise Technologies, Inc.

66.99K

Mar 31, 26

0.01%

FIRST TRUST ADVISORS LP

66.57K

Mar 31, 26

+11.62K

0.01%

UBS Group AG

66.47K

Mar 31, 26

+39.71K

0.01%

PARADIGM ASSET MANAGEMENT CO LLC

66.40K

Mar 31, 26

0.01%

MML INVESTORS SERVICES, LLC

66.37K

Mar 31, 26

+45.27K

0.01%

LPL Financial LLC

65.98K

Mar 31, 26

+33.53K

0.01%

DGS Capital Management, LLC

64.94K

Mar 31, 26

+9.71K

0.01%

HighTower Advisors, LLC

63.77K

Mar 31, 26

+6.71K

0.01%

Lester Murray Antman dba SimplyRich

63.23K

Mar 31, 26

-87

0.01%

CWM, LLC

57.63K

Mar 31, 26

-13.86K

0.01%

GOLDMAN SACHS GROUP INC

57.19K

Mar 31, 26

-24.44K

0.01%

Advisors Asset Management, Inc.

56.91K

Mar 31, 26

+6.43K

0.01%

BTC Capital Management, Inc.

52.28K

Mar 31, 26

-32.53K

0.00%

IEQ CAPITAL, LLC

51.35K

Mar 31, 26

+5.01K

0.00%

Ativo Capital Management LLC

51.15K

Mar 31, 26

-9

0.00%

AMERIPRISE FINANCIAL INC

49.21K

Mar 31, 26

+9.80K

0.00%

BNP PARIBAS ARBITRAGE, SNC

48.22K

Mar 31, 26

+42.94K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

46.66K

Mar 31, 26

+2.60K

0.00%

CITIGROUP INC

44.41K

Mar 31, 26

+36.86K

0.00%

CI Private Wealth, LLC

42.61K

Mar 31, 26

+7.50K

0.00%

RHUMBLINE ADVISERS

37.65K

Mar 31, 26

+2.37K

0.00%

GREENLEAF TRUST

37.38K

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

35.72K

Mar 31, 26

-70

0.00%

Colony Group, LLC

34.58K

Mar 31, 26

+5.42K

0.00%

Aaron Wealth Advisors LLC

34.00K

Mar 31, 26

+10.46K

0.00%

Strategic Global Advisors, LLC

32.83K

Mar 31, 26

+6.63K

0.00%

Neuberger Berman Group LLC

32.79K

Mar 31, 26

+10.85K

0.00%

DIMENSIONAL FUND ADVISORS LP

32.56K

Mar 31, 26

0.00%

Creative Planning

32.45K

Mar 31, 26

+938

0.00%

Caprock Group, LLC

32.24K

Mar 31, 26

+4.26K

0.00%

STATE STREET CORP

32.13K

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

30.84K

Mar 31, 26

+30.84K

0.00%

Allspring Global Investments Holdings, LLC

29.74K

Mar 31, 26

+1.63K

0.00%

Kathmere Capital Management, LLC

29.70K

Mar 31, 26

+3.39K

0.00%

PARK AVENUE SECURITIES LLC

28.84K

Mar 31, 26

+10.44K

0.00%

SYON CAPITAL LLC

28.59K

Mar 31, 26

-1.21K

0.00%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

27.96K

Mar 31, 26

+27.96K

0.00%

Cetera Investment Advisers

27.61K

Mar 31, 26

+12.93K

0.00%

STIFEL FINANCIAL CORP

27.30K

Mar 31, 26

+27.30K

0.00%

Dynasty Wealth Management, LLC

26.82K

Mar 31, 26

+66

0.00%

XTX Topco Ltd

26.59K

Mar 31, 26

+26.59K

0.00%

Atria Investments, Inc

26.02K

Mar 31, 26

+18.68K

0.00%

BANK OF MONTREAL /CAN/

26.01K

Mar 31, 26

+18.94K

0.00%

Sequoia Financial Advisors, LLC

25.99K

Mar 31, 26

+657

0.00%

CHOREO, LLC

25.86K

Mar 31, 26

+1.21K

0.00%

Systematic Alpha Investments, LLC

24.81K

Mar 31, 26

0.00%

HRT FINANCIAL LP

24.44K

Mar 31, 26

+24.44K

0.00%

Sanctuary Advisors, LLC

23.34K

Mar 31, 26

+23.34K

0.00%

Lido Advisors, LLC

23.23K

Mar 31, 26

+6.04K

0.00%

Atomi Financial Group, Inc.

23.16K

Mar 31, 26

+4.40K

0.00%

Savvy Advisors, Inc.

23.00K

Mar 31, 26

+2.22K

0.00%

CITADEL ADVISORS LLC

21.30K

Mar 31, 26

+9.12K

0.00%

Versant Capital Management, Inc

21.14K

Mar 31, 26

+3.75K

0.00%

VOLORIDGE INVESTMENT MANAGEMENT, LLC

21.13K

Mar 31, 26

+21.13K

0.00%

Skopos Labs, Inc.

20.56K

Mar 31, 26

+9.19K

0.00%

RMB Capital Management, LLC

20.42K

Mar 31, 26

-41.39K

0.00%

Venturi Wealth Management, LLC

20.27K

Mar 31, 26

+928

0.00%

MILLENNIUM MANAGEMENT LLC

19.94K

Mar 31, 26

+19.94K

0.00%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

19.21K

Mar 31, 26

+19.21K

0.00%

TRUIST FINANCIAL CORP

19.06K

Mar 31, 26

+10.54K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

19.00K

Mar 31, 26

+2.51K

0.00%

Summit Trail Advisors, LLC

18.81K

Mar 31, 26

+18.81K

0.00%

Savant Capital, LLC

18.48K

Mar 31, 26

+3.22K

0.00%

Ethic Inc.

17.95K

Mar 31, 26

+3.22K

0.00%

Aquatic Capital Management LLC

17.61K

Mar 31, 26

+16.01K

0.00%

Vident Advisory, LLC

16.75K

Mar 31, 26

+2.38K

0.00%

SIGNATUREFD, LLC

16.61K

Mar 31, 26

-136

0.00%

Naviter Wealth, LLC

16.25K

Mar 31, 26

+1.37K

0.00%

Marks Group Wealth Management, Inc

16.12K

Mar 31, 26

+16.12K

0.00%

FRANKLIN RESOURCES INC

16.09K

Mar 31, 26

+29

0.00%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

15.29K

Mar 31, 26

+1.91K

0.00%

HB Wealth Management, LLC

14.95K

Mar 31, 26

+1.79K

0.00%

First Affirmative Financial Network

14.42K

Mar 31, 26

+14.42K

0.00%

Hardy Reed LLC

14.34K

Mar 31, 26

-46

0.00%

Hennion & Walsh Asset Management, Inc.

14.15K

Mar 31, 26

+14.15K

0.00%

ASSETMARK, INC

13.48K

Mar 31, 26

-541

0.00%

Optas, LLC

12.83K

Mar 31, 26

-63

0.00%

PDS Planning, Inc

12.79K

Mar 31, 26

-82

0.00%

CAPTRUST FINANCIAL ADVISORS

12.33K

Mar 31, 26

+838

0.00%

YOUSIF CAPITAL MANAGEMENT, LLC

12.22K

Mar 31, 26

0.00%

Checchi Capital Advisers, LLC

11.82K

Mar 31, 26

-778

0.00%

Rockefeller Capital Management L.P.

11.48K

Mar 31, 26

+5.93K

0.00%

Janney Montgomery Scott LLC

11.45K

Mar 31, 26

+11.45K

0.00%

Abel Hall, LLC

11.45K

Mar 31, 26

+2.34K

0.00%

Net Worth Advisory Group

11.08K

Mar 31, 26

-55

0.00%

Ascent Group, LLC

11.01K

Mar 31, 26

+432

0.00%

Clearstead Advisors, LLC

10.72K

Mar 31, 26

+10.72K

0.00%

Pinnacle Wealth Planning Services, Inc.

10.60K

Mar 31, 26

+347

0.00%

HANTZ FINANCIAL SERVICES, INC.

10.42K

Mar 31, 26

+3.15K

0.00%

Parallel Advisors, LLC

10.27K

Mar 31, 26

+1.04K

0.00%

Smartleaf Asset Management LLC

9.98K

Mar 31, 26

+758

0.00%

Dorsey & Whitney Trust CO LLC

9.94K

Mar 31, 26

+423

0.00%

ATLAS CAPITAL ADVISORS LLC

9.23K

Mar 31, 26

+8.26K

0.00%

REGIONS FINANCIAL CORP

9.08K

Mar 31, 26

+9.08K

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

9.06K

Mar 31, 26

+457

0.00%

PALLADIEM, LLC

8.96K

Mar 31, 26

0.00%

GAMMA Investing LLC

8.86K

Mar 31, 26

+2.16K

0.00%

Mattson Financial Services, LLC

8.83K

Mar 31, 26

+8.83K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

8.55K

Mar 31, 26

+8.55K

0.00%

Mount Yale Investment Advisors, LLC

8.46K

Mar 31, 26

+1.43K

0.00%

Point72 Asset Management, L.P.

8.39K

Mar 31, 26

+8.39K

0.00%

Brown Financial Advisors

8.32K

Mar 31, 26

+8.32K

0.00%

XPONANCE, INC.

8.21K

Mar 31, 26

+8.21K

0.00%

D'Orazio & Associates, Inc.

8.09K

Mar 31, 26

+788

0.00%

Abacus Wealth Partners, LLC

7.96K

Mar 31, 26

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

7.93K

Mar 31, 26

+7.93K

0.00%

Vestmark Advisory Solutions, Inc.

7.92K

Mar 31, 26

+7.92K

0.00%

SAGE RHINO CAPITAL LLC

7.80K

Mar 31, 26

-66

0.00%

Wealth Alliance

7.79K

Mar 31, 26

+7.79K

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

7.76K

Mar 31, 26

+7.76K

0.00%

Portside Wealth Group, LLC

7.14K

Mar 31, 26

+7.14K

0.00%

Ballentine Partners, LLC

7.03K

Mar 31, 26

-217

0.00%

EWA, LLC

6.98K

Mar 31, 26

0.00%

EP Wealth Advisors, LLC

6.76K

Mar 31, 26

+6.76K

0.00%

Bridgewater Advisors Inc.

5.71K

Mar 31, 26

+5.71K

0.00%

ADVISOR GROUP HOLDINGS, INC.

5.41K

Mar 31, 26

+2.11K

0.00%

TD PRIVATE CLIENT WEALTH LLC

4.94K

Mar 31, 26

+4.86K

0.00%

EverSource Wealth Advisors, LLC

4.92K

Mar 31, 26

+120

0.00%

HUNTINGTON NATIONAL BANK

4.06K

Mar 31, 26

+442

0.00%

Farther Finance Advisors, LLC

3.60K

Mar 31, 26

+391

0.00%

Cromwell Holdings LLC

3.05K

Mar 31, 26

0.00%

Horizon Investments, LLC

2.72K

Mar 31, 26

+2.72K

0.00%

DEUTSCHE BANK AG\

2.29K

Mar 31, 26

+2.29K

0.00%

Salomon & Ludwin, LLC

2.10K

Mar 31, 26

+1.36K

0.00%

WealthCollab, LLC

1.82K

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

1.76K

Mar 31, 26

+269

0.00%

Brentview Investment Management LLC

1.76K

Mar 31, 26

0.00%

Allworth Financial LP

1.68K

Mar 31, 26

+650

0.00%

V-Square Quantitative Management LLC

1.62K

Mar 31, 26

+468

0.00%

Bruce G. Allen Investments, LLC

1.54K

Mar 31, 26

0.00%

Addison Advisors LLC

1.54K

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

1.38K

Mar 31, 26

+1.31K

0.00%

Ronald Blue Trust, Inc.

1.22K

Mar 31, 26

-180

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

1.20K

Mar 31, 26

+1.20K

0.00%

Larson Financial Group LLC

1.07K

Mar 31, 26

+341

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

965

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

905

Mar 31, 26

0.00%

Manchester Capital Management LLC

790

Mar 31, 26

0.00%

UMB Bank, n.a.

740

Mar 31, 26

0.00%

MAI Capital Management

735

Mar 31, 26

+345

0.00%

SRS Capital Advisors, Inc.

714

Mar 31, 26

-1.33K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

694

Mar 31, 26

+277

0.00%

Advisory Services Network, LLC

694

Mar 31, 26

+694

0.00%

IFP Advisors, Inc

654

Mar 31, 26

+159

0.00%

True Wealth Design, LLC

611

Mar 31, 26

+95

0.00%

Sound Income Strategies, LLC

544

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

513

Mar 31, 26

+373

0.00%

Ancora Advisors, LLC

502

Mar 31, 26

+502

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

500

Mar 31, 26

0.00%

Financial Management Professionals, Inc.

483

Mar 31, 26

0.00%

Capital Analysts, LLC

475

Mar 31, 26

+255

0.00%

ALBION FINANCIAL GROUP /UT

475

Mar 31, 26

0.00%

Bell Investment Advisors, Inc

456

Mar 31, 26

+221

0.00%

PRIVATE TRUST CO NA

413

Mar 31, 26

+145

0.00%

MATHER GROUP, LLC.

403

Mar 31, 26

+403

0.00%

BESSEMER GROUP INC

402

Mar 31, 26

-450

0.00%

Trifecta Capital Advisors, LLC

400

Mar 31, 26

+400

0.00%

LRI Investments, LLC

372

Mar 31, 26

+372

0.00%

Steward Partners Investment Advisory, LLC

344

Mar 31, 26

+84

0.00%

Lloyd Advisory Services, LLC.

328

Mar 31, 26

+328

0.00%

Kingdom Financial Group LLC.

328

Mar 31, 26

+328

0.00%

Whipplewood Advisors, LLC

320

Mar 31, 26

+320

0.00%

GW&K Investment Management, LLC

300

Mar 31, 26

+35

0.00%

Root Financial Partners, LLC

300

Mar 31, 26

-42

0.00%

Physician Wealth Advisors, Inc.

290

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

245

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

245

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

216

Mar 31, 26

+135

0.00%

Dogwood Wealth Management LLC

205

Mar 31, 26

+205

0.00%

MANNING & NAPIER ADVISORS LLC

199

Mar 31, 26

+40

0.00%

Pinnacle Bancorp, Inc.

175

Mar 31, 26

0.00%

CVA Family Office, LLC

168

Mar 31, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

160

Mar 31, 26

0.00%

American Capital Advisory, LLC

145

Mar 31, 26

+125

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

135

Mar 31, 26

0.00%

North Star Investment Management Corp.

125

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

116

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

115

Mar 31, 26

0.00%

JNBA Financial Advisors

109

Mar 31, 26

0.00%

RMG Wealth Management LLC

103

Mar 31, 26

+103

0.00%

Arlington Trust Co LLC

Mar 31, 26

+97

0.00%

CULLEN/FROST BANKERS, INC.

Mar 31, 26

+68

0.00%

IMA Wealth, Inc.

Mar 31, 26

-8

0.00%

JPL Wealth Management, LLC

Mar 31, 26

+80

0.00%

NISA INVESTMENT ADVISORS, LLC

Mar 31, 26

+77

0.00%

NBC SECURITIES, INC.

Mar 31, 26

0.00%

Independence Bank of Kentucky

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

Mar 31, 26

0.00%

Nemes Rush Group LLC

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

Mar 31, 26

+15

0.00%

Burk Holdings LLC

Mar 31, 26

+57

0.00%

CX Institutional

Mar 31, 26

-45

0.00%

MV CAPITAL MANAGEMENT, INC.

Mar 31, 26

+27

0.00%

Retirement Wealth Solutions LLC

Mar 31, 26

+47

0.00%

Financial Network Wealth Advisors LLC

Mar 31, 26

+43

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

0.00%

Grove Bank & Trust

Mar 31, 26

+35

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

0.00%

WPG Advisers, LLC

Mar 31, 26

+23

0.00%

Bogart Wealth, LLC

Mar 31, 26

0.00%

Abound Wealth Management

Mar 31, 26

0.00%

Beaird Harris Wealth Management, LLC

Mar 31, 26

-65

0.00%

Kilter Group LLC

Mar 31, 26

0.00%

Triumph Capital Management

Mar 31, 26

+13

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

+10

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

Mar 31, 26

0.00%

Knights of Columbus Asset Advisors LLC

Mar 31, 26

-7.96K

Bangor Savings Bank

Mar 31, 26

-233

Campbell & CO Investment Adviser LLC

Mar 31, 26

-42.16K

ST GERMAIN D J CO INC

Mar 31, 26

-30

CENTRAL TRUST Co

Mar 31, 26

-5

Verition Fund Management LLC

Mar 31, 26

-12.73K

Trexquant Investment LP

Mar 31, 26

-16.89K

NewEdge Advisors, LLC

Mar 31, 26

-320

Kestra Advisory Services, LLC

Mar 31, 26

-1.20K

ACADIAN ASSET MANAGEMENT LLC

Mar 31, 26

-685

AlphaCore Capital LLC

Mar 31, 26

-66.19K

Murphy & Mullick Capital Management Corp

Mar 31, 26

-4

Sivia Capital Partners, LLC

Mar 31, 26

-12.03K

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Mar 31, 26

-65.39K

Elyxium Wealth, LLC

Mar 31, 26

-314

Summit Global Investments

Mar 31, 26

-20.04K

Global Retirement Partners, LLC

20.48K

Dec 31, 25

+19.04K

0.00%

GLENMEDE TRUST CO NA

18.21K

Dec 31, 25

+18.21K

0.00%

RNC CAPITAL MANAGEMENT LLC

16.14K

Dec 31, 25

+550

0.00%

TWO SIGMA ADVISERS, LP

10.70K

Dec 31, 25

+10.70K

0.00%

SageView Advisory Group, LLC

495

Dec 31, 25

+495

0.00%

Principia Wealth Advisory, LLC

106

Dec 31, 25

-7

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

+14

0.00%

Capitolis Liquid Global Markets LLC

Dec 31, 25

-64.90K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-20

CTC Alternative Strategies, Ltd.

Dec 31, 25

-34.10K

WETHERBY ASSET MANAGEMENT INC

35.96K

Sep 30, 25

-619

0.00%

Glenmede Investment Management, LP

17.06K

Sep 30, 25

-3.15K

0.00%

Binnacle Investments Inc

726

Sep 30, 25

+358

0.00%

Gitterman Wealth Management, LLC

Sep 30, 25

-1.89K

Wambolt & Associates, LLC

97.03K

Jun 30, 25

-9.32K

0.01%

First Horizon Advisors, Inc.

165

Jun 30, 25

+165

0.00%

Callan Capital, LLC

69.58K

Mar 31, 25

+57.92K

0.01%

Orion Portfolio Solutions, LLC

42.66K

Mar 31, 25

+31.31K

0.00%

Lindbrook Capital, LLC

1.50K

Mar 31, 25

+1.17K

0.00%

LAKE STREET ADVISORS GROUP, LLC

2.87K

Dec 31, 24

+45

0.00%

Zions Bancorporation, N.A.

Dec 31, 24

-95

0.00%

First Trust Direct Indexing L.P.

16.23K

Sep 30, 24

-1.71K

0.00%

Raymond James Financial Services Advisors, Inc.

1.81K

Sep 30, 24

-154

0.00%

ClariVest Asset Management LLC

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

Sep 30, 24

-23

BlackRock Inc.

198.39K

Jun 30, 24

-7.70K

0.02%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

Jun 30, 24

0.00%

Grey Street Capital, LLC

3.50K

Mar 31, 24

+3.50K

0.00%

Bartlett & Co. LLC

Dec 31, 23

0.00%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

ADVISOR PARTNERS II, LLC

11.97K

Sep 30, 23

+924

0.00%

Column Capital Advisors, LLC

Sep 30, 23

0.00%

Vident Investment Advisory, LLC

4.46K

Jun 30, 23

+1.03K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

2.81K

Sep 30, 22

+2.81K

0.00%

Corient Capital Partners, LLC

2.49K

Sep 30, 22

0.00%

ADVISOR PARTNERS LLC

10.48K

Jun 30, 22

+84

0.00%

Altium Wealth Management LLC

7.60K

Jun 30, 22

+47

0.00%

Private Capital Group, LLC

215

Jun 30, 22

-115

0.00%

Enterprise Trust & Investment Co

Jun 30, 22

+62

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

0.00%

Intersect Capital LLC

Jun 30, 22

-2.15K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

602.46K

Mar 31, 22

+14.42K

0.05%

Lenox Wealth Advisors, LLC

145

Mar 31, 22

0.00%

NEXT Financial Group, Inc

Dec 31, 21

+27

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

0.00%

NorthCoast Asset Management LLC

3.12K

Sep 30, 21

+29

0.00%

Berman Capital Advisors, LLC

177

Sep 30, 21

+11

0.00%

FIRST HORIZON CORP

Jun 30, 21

0.00%

Aperio Group, LLC

388.27K

Dec 31, 20

+29.87K

0.03%

QUANTUM CAPITAL MANAGEMENT

1.38K

Sep 30, 20

-118

0.00%

Cornerstone Advisors, Inc.

912

Sep 30, 20

-64

0.00%

Lenox Wealth Management, Inc.

Jun 30, 20

+23

0.00%

TRUEWEALTH LLC

Jun 30, 20

0.00%

Advisor Group, Inc.

961

Dec 31, 19

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

234

Dec 31, 19

+74

0.00%

SUNTRUST BANKS INC

Sep 30, 19

-16.55K

BOSTON ADVISORS LLC

Sep 30, 19

-6.49K

Delphi Private Advisors LLC

Jun 30, 19

0.00%

SANTA BARBARA ASSET MANAGEMENT, LLC

48.57K

Mar 31, 19

+17.11K

0.00%

RELIANCE TRUST CO OF DELAWARE

Mar 31, 19

-8.50K

BREMER TRUST NATIONAL ASSOCIATION

284

Dec 31, 18

+284

0.00%

Zions Bancorporation

1.31K

Sep 30, 18

+1.31K

0.00%

Credential Securities Inc.

Jun 30, 18

-3.74K

GRATRY & Co LLC

16.86K

Mar 31, 18

-3.39K

0.00%

DREMAN VALUE MANAGEMENT, L L C

Mar 31, 18

0.00%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

0.00%

Acrospire Investment Management LLC

Sep 30, 17

-232

CAPSTONE ASSET MANAGEMENT CO

27.18K

Jun 30, 17

+90

0.00%

1st Global Advisors, Inc.

13.04K

Jun 30, 17

-592

0.00%

Calvert Investment Management, Inc.

10.11K

Dec 31, 16

-64

0.00%

Euclid Advisors LLC

3.47K

Dec 31, 16

-9.88K

0.00%

KANALY TRUST CO

Dec 31, 16

0.00%

MSI Financial Services Inc

Dec 31, 16

-67

SOCIETE GENERALE

2.94K

Jun 30, 16

+2.94K

0.00%

WHV Investments, Inc.

46.63K

Mar 31, 16

+46.63K

0.00%

OFI Advisors LLC

1.09K

Sep 30, 15

+200

0.00%

MANAGED ACCOUNT ADVISORS LLC

318.37K

Jun 30, 15

+104.33K

0.03%

Mariner Wealth Advisors-NYC, LLC

Mar 31, 15

+42

0.00%

Placemark Investments, Inc.

23.62K

Dec 31, 14

-1.18K

0.00%

UBS AG

17.56K

Sep 30, 14

+153

0.00%

GlobalBridge, Inc.

Mar 31, 14

-3.54K

Jane Street Holding, LLC

Dec 31, 13

-15.46K

RBC Dominion Securities Inc.

1.57K

Dec 31, 08

+235

0.00%