KOF(KOF)
KOF
Institutional Ownership
Top 339 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 644.95K | Mar 31, 26 | +109.60K | 0.31% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 496.82K | Mar 31, 26 | +1.92K | 0.24% |
| Martin Capital Partners, LLC | 57.00K | Mar 31, 26 | +2.52K | 0.03% |
| Gradient Investments LLC | 48.99K | Mar 31, 26 | +28.87K | 0.02% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 48.23K | Mar 31, 26 | -438 | 0.02% |
| TrueMark Investments, LLC | 32.22K | Mar 31, 26 | +3.96K | 0.02% |
| Y-Intercept (Hong Kong) Ltd | 32.01K | Mar 31, 26 | +32.01K | 0.02% |
| Arkfeld Wealth Strategies, L.L.C. | 30.66K | Mar 31, 26 | -152 | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 24.90K | Mar 31, 26 | -599 | 0.01% |
| Vise Technologies, Inc. | 23.88K | Mar 31, 26 | -- | 0.01% |
| Bright Futures Wealth Management, LLC. | 13.25K | Mar 31, 26 | +4.03K | 0.01% |
| STRS OHIO | 11.78K | Mar 31, 26 | -1.79K | 0.01% |
| Capital Advisors Wealth Management, LLC | 8.98K | Mar 31, 26 | +105 | 0.00% |
| Kathmere Capital Management, LLC | 7.46K | Mar 31, 26 | +112 | 0.00% |
| JOURNEY STRATEGIC WEALTH LLC | 5.83K | Mar 31, 26 | -207 | 0.00% |
| Ethic Inc. | 5.40K | Mar 31, 26 | +126 | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.70K | Mar 31, 26 | -849 | 0.00% |
| QRG CAPITAL MANAGEMENT, INC. | 4.55K | Mar 31, 26 | +588 | 0.00% |
| TRUIST FINANCIAL CORP | 4.43K | Mar 31, 26 | +35 | 0.00% |
| Janney Montgomery Scott LLC | 4.30K | Mar 31, 26 | -164 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.16K | Mar 31, 26 | -117 | 0.00% |
| Alhambra Investment Partners LLC | 4.07K | Mar 31, 26 | -102 | 0.00% |
| Sage Investment Counsel LLC | 3.70K | Mar 31, 26 | +200 | 0.00% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 3.49K | Mar 31, 26 | +93 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 2.87K | Mar 31, 26 | -768 | 0.00% |
| Mount Yale Investment Advisors, LLC | 2.59K | Mar 31, 26 | +2.59K | 0.00% |
| PARK AVENUE SECURITIES LLC | 2.50K | Mar 31, 26 | -253 | 0.00% |
| PROFUND ADVISORS LLC | 2.39K | Mar 31, 26 | +2.39K | 0.00% |
| Prospera Financial Services Inc | 2.32K | Mar 31, 26 | -- | 0.00% |
| Merit Financial Group, LLC | 2.31K | Mar 31, 26 | -197 | 0.00% |
| Hartford Financial Management Inc. | 1.45K | Mar 31, 26 | -37 | 0.00% |
| GHP Investment Advisors, Inc. | 908 | Mar 31, 26 | -- | 0.00% |
| Inspire Investing, LLC | 877 | Mar 31, 26 | -91 | 0.00% |
| NBC SECURITIES, INC. | 705 | Mar 31, 26 | -18 | 0.00% |
| SIGNATUREFD, LLC | 690 | Mar 31, 26 | -18 | 0.00% |
| Compagnie Lombard Odier SCmA | 640 | Mar 31, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 583 | Mar 31, 26 | +75 | 0.00% |
| Ronald Blue Trust, Inc. | 511 | Mar 31, 26 | -551 | 0.00% |
| SBI Securities Co., Ltd. | 425 | Mar 31, 26 | +163 | 0.00% |
| Byrne Asset Management LLC | 290 | Mar 31, 26 | -360 | 0.00% |
| CoreCap Advisors, LLC | 258 | Mar 31, 26 | +208 | 0.00% |
| GAMMA Investing LLC | 215 | Mar 31, 26 | +21 | 0.00% |
| Retirement Wealth Solutions LLC | 176 | Mar 31, 26 | -30 | 0.00% |
| IFP Advisors, Inc | 168 | Mar 31, 26 | -- | 0.00% |
| Westfuller Advisors, LLC | 167 | Mar 31, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 91 | Mar 31, 26 | +46 | 0.00% |
| Grove Bank & Trust | 90 | Mar 31, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 81 | Mar 31, 26 | +44 | 0.00% |
| Princeton Global Asset Management LLC | 41 | Mar 31, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 32 | Mar 31, 26 | +2 | 0.00% |
| Bell Investment Advisors, Inc | 30 | Mar 31, 26 | -- | 0.00% |
| True Wealth Design, LLC | 28 | Mar 31, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 23 | Mar 31, 26 | -5 | 0.00% |
| Physician Wealth Advisors, Inc. | 20 | Mar 31, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 19 | Mar 31, 26 | +19 | 0.00% |
| North Star Investment Management Corp. | 6 | Mar 31, 26 | -- | 0.00% |
| Abound Wealth Management | 2 | Mar 31, 26 | -- | 0.00% |
| Ninety One UK Ltd | -- | Mar 31, 26 | -43.59K | -- |
| Banque de Luxembourg S.A. | -- | Mar 31, 26 | -547 | -- |
| SG Americas Securities, LLC | -- | Mar 31, 26 | -1.48K | -- |
| Hosking Partners LLP | -- | Mar 31, 26 | -81.34K | -- |
| Vanguard Capital Wealth Advisors | -- | Mar 31, 26 | -5.64K | -- |
| COUNTRY TRUST BANK | -- | Mar 31, 26 | -19 | -- |
| Veracity Capital LLC | -- | Mar 31, 26 | -4.17K | -- |
| BILL & MELINDA GATES FOUNDATION TRUST | 6.21M | Dec 31, 25 | -- | 2.96% |
| Boston Partners | 1.68M | Dec 31, 25 | +31.50K | 0.80% |
| Tweedy, Browne Co LLC | 1.19M | Dec 31, 25 | -17.58K | 0.57% |
| Itau Unibanco Holding S.A. | 672.83K | Dec 31, 25 | -142.64K | 0.32% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 515.73K | Dec 31, 25 | +515.73K | 0.25% |
| Cullen Capital Management, LLC | 423.64K | Dec 31, 25 | -34.61K | 0.20% |
| Connor, Clark & Lunn Investment Management Ltd. | 383.61K | Dec 31, 25 | +156.32K | 0.18% |
| First Eagle Investment Management, LLC | 371.60K | Dec 31, 25 | -- | 0.18% |
| MORGAN STANLEY | 361.97K | Dec 31, 25 | +34.35K | 0.17% |
| BANK OF AMERICA CORP /DE/ | 351.83K | Dec 31, 25 | -74.29K | 0.17% |
| Invesco Ltd. | 311.98K | Dec 31, 25 | +10.71K | 0.15% |
| Skerryvore Asset Management Ltd | 301.13K | Dec 31, 25 | -23.94K | 0.14% |
| NATIXIS ADVISORS, L.P. | 189.51K | Dec 31, 25 | +7.55K | 0.09% |
| FEDERATED HERMES, INC. | 188.04K | Dec 31, 25 | -1.61K | 0.09% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 186.80K | Dec 31, 25 | +55.00K | 0.09% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 186.74K | Dec 31, 25 | +2.06K | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 174.58K | Dec 31, 25 | -59.06K | 0.08% |
| BlackRock, Inc. | 167.07K | Dec 31, 25 | -8.70K | 0.08% |
| DIMENSIONAL FUND ADVISORS LP | 164.04K | Dec 31, 25 | +9.14K | 0.08% |
| Crossmark Global Holdings, Inc. | 155.29K | Dec 31, 25 | +3.85K | 0.07% |
| NORTHERN TRUST CORP | 141.71K | Dec 31, 25 | -27.36K | 0.07% |
| Ramirez Asset Management, Inc. | 136.30K | Dec 31, 25 | -1.66K | 0.06% |
| UBS Group AG | 126.58K | Dec 31, 25 | +33.61K | 0.06% |
| DEUTSCHE BANK AG\ | 117.39K | Dec 31, 25 | +115.97K | 0.06% |
| JPMORGAN CHASE & CO | 105.87K | Dec 31, 25 | -119.75K | 0.05% |
| STIFEL FINANCIAL CORP | 97.70K | Dec 31, 25 | +6.25K | 0.05% |
| Neuberger Berman Group LLC | 96.47K | Dec 31, 25 | -2.36K | 0.05% |
| Capital International, Inc./CA/ | 96.28K | Dec 31, 25 | +8.29K | 0.05% |
| CIBC WORLD MARKET INC. | 91.43K | Dec 31, 25 | -82 | 0.04% |
| WELLS FARGO & COMPANY/MN | 84.55K | Dec 31, 25 | -10.83K | 0.04% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 81.64K | Dec 31, 25 | +1.47K | 0.04% |
| Clearbridge Investments, LLC | 75.42K | Dec 31, 25 | -50.75K | 0.04% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 74.10K | Dec 31, 25 | -4.59K | 0.04% |
| Discerene Group LP | 68.60K | Dec 31, 25 | -- | 0.03% |
| GOLDMAN SACHS GROUP INC | 60.26K | Dec 31, 25 | +19.71K | 0.03% |
| BLI - Banque de Luxembourg Investments | 60.00K | Dec 31, 25 | -8.50K | 0.03% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 58.98K | Dec 31, 25 | +55.86K | 0.03% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 56.72K | Dec 31, 25 | -- | 0.03% |
| Qube Research & Technologies Ltd | 55.80K | Dec 31, 25 | -82.40K | 0.03% |
| LAZARD ASSET MANAGEMENT LLC | 54.75K | Dec 31, 25 | -63.61K | 0.03% |
| JANUS HENDERSON GROUP PLC | 51.94K | Dec 31, 25 | -600 | 0.02% |
| Broyhill Asset Management | 45.64K | Dec 31, 25 | +2.06K | 0.02% |
| Aperture Investors, LLC | 44.63K | Dec 31, 25 | -9.28K | 0.02% |
| ROYAL BANK OF CANADA | 43.06K | Dec 31, 25 | -82 | 0.02% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 41.90K | Dec 31, 25 | +10.32K | 0.02% |
| CenterBook Partners LP | 37.46K | Dec 31, 25 | -1.27K | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 34.12K | Dec 31, 25 | +544 | 0.02% |
| RAYMOND JAMES FINANCIAL INC | 31.58K | Dec 31, 25 | -3.28K | 0.02% |
| BRANDES INVESTMENT PARTNERS, LP | 30.05K | Dec 31, 25 | +27.41K | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 29.63K | Dec 31, 25 | +13.57K | 0.01% |
| Seafarer Capital Partners, LLC | 29.00K | Dec 31, 25 | -- | 0.01% |
| CITADEL ADVISORS LLC | 28.83K | Dec 31, 25 | +15.47K | 0.01% |
| SEI INVESTMENTS CO | 28.27K | Dec 31, 25 | -4.17K | 0.01% |
| VPR Management LLC | 24.79K | Dec 31, 25 | -- | 0.01% |
| VisionPoint Advisory Group, LLC | 24.05K | Dec 31, 25 | -3.52K | 0.01% |
| GUGGENHEIM CAPITAL LLC | 21.71K | Dec 31, 25 | +952 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.44K | Dec 31, 25 | +5.04K | 0.01% |
| Banco BTG Pactual S.A. | 21.28K | Dec 31, 25 | +21.28K | 0.01% |
| Creative Planning | 20.97K | Dec 31, 25 | +9.42K | 0.01% |
| JT Stratford LLC | 20.32K | Dec 31, 25 | +20.32K | 0.01% |
| ABS Direct Equity Fund LLC | 20.05K | Dec 31, 25 | +1.15K | 0.01% |
| LSV ASSET MANAGEMENT | 19.80K | Dec 31, 25 | -- | 0.01% |
| Quantinno Capital Management LP | 19.62K | Dec 31, 25 | +7.07K | 0.01% |
| Zurich Insurance Group Ltd/FI | 18.30K | Dec 31, 25 | -- | 0.01% |
| Summit Global Investments | 17.96K | Dec 31, 25 | +17.96K | 0.01% |
| Leo Wealth, LLC | 16.99K | Dec 31, 25 | +1.36K | 0.01% |
| Sanctuary Advisors, LLC | 16.85K | Dec 31, 25 | -2.99K | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 16.71K | Dec 31, 25 | +4.90K | 0.01% |
| MRP Capital Investments, LLC | 16.16K | Dec 31, 25 | +5.05K | 0.01% |
| Jump Financial, LLC | 14.46K | Dec 31, 25 | -30.20K | 0.01% |
| Bank of New York Mellon Corp | 14.28K | Dec 31, 25 | -3.94K | 0.01% |
| X-Square Capital, LLC | 14.21K | Dec 31, 25 | +14.21K | 0.01% |
| LPL Financial LLC | 14.18K | Dec 31, 25 | -2.10K | 0.01% |
| Mariner, LLC | 13.91K | Dec 31, 25 | +1.62K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 12.84K | Dec 31, 25 | +8.18K | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 12.73K | Dec 31, 25 | -1.37K | 0.01% |
| Advisors Asset Management, Inc. | 12.66K | Dec 31, 25 | -942 | 0.01% |
| Cetera Investment Advisers | 11.64K | Dec 31, 25 | +4.16K | 0.01% |
| CI Private Wealth, LLC | 11.64K | Dec 31, 25 | -2.95K | 0.01% |
| TD Waterhouse Canada Inc. | 10.97K | Dec 31, 25 | -749 | 0.01% |
| Lester Murray Antman dba SimplyRich | 10.77K | Dec 31, 25 | -- | 0.01% |
| Caprock Group, LLC | 10.42K | Dec 31, 25 | -1.05K | 0.00% |
| RENAISSANCE GROUP LLC | 10.42K | Dec 31, 25 | -2.06K | 0.00% |
| ABC ARBITRAGE SA | 10.39K | Dec 31, 25 | +5.49K | 0.00% |
| STERLING INVESTMENT MANAGEMENT, LLC | 10.15K | Dec 31, 25 | -62 | 0.00% |
| CITIGROUP INC | 9.92K | Dec 31, 25 | -15.58K | 0.00% |
| GABELLI FUNDS LLC | 9.70K | Dec 31, 25 | -- | 0.00% |
| HighTower Advisors, LLC | 9.36K | Dec 31, 25 | -474 | 0.00% |
| D.A. DAVIDSON & CO. | 9.00K | Dec 31, 25 | +80 | 0.00% |
| VICTORY CAPITAL MANAGEMENT INC | 8.35K | Dec 31, 25 | -- | 0.00% |
| Vanguard Personalized Indexing Management, LLC | 8.17K | Dec 31, 25 | +760 | 0.00% |
| REGIONS FINANCIAL CORP | 8.01K | Dec 31, 25 | -3.83K | 0.00% |
| Archer Investment Corp | 7.85K | Dec 31, 25 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.71K | Dec 31, 25 | +7.71K | 0.00% |
| Kathmere Capital Management, LLC | 7.35K | Dec 31, 25 | -505 | 0.00% |
| Vident Advisory, LLC | 6.50K | Dec 31, 25 | +152 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 6.04K | Dec 31, 25 | -23.10K | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5.75K | Dec 31, 25 | +2.70K | 0.00% |
| Cerity Partners LLC | 5.64K | Dec 31, 25 | +185 | 0.00% |
| Atomi Financial Group, Inc. | 5.60K | Dec 31, 25 | -170 | 0.00% |
| M&T BANK CORP | 5.54K | Dec 31, 25 | -8 | 0.00% |
| Savant Capital, LLC | 5.53K | Dec 31, 25 | +574 | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 5.46K | Dec 31, 25 | +848 | 0.00% |
| Capital International Sarl | 5.08K | Dec 31, 25 | -- | 0.00% |
| Americana Partners, LLC | 5.06K | Dec 31, 25 | -351 | 0.00% |
| Mirae Asset Global Investments Co., Ltd. | 4.99K | Dec 31, 25 | -23 | 0.00% |
| Colony Group, LLC | 4.95K | Dec 31, 25 | +395 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.74K | Dec 31, 25 | -548 | 0.00% |
| Atria Investments, Inc | 4.63K | Dec 31, 25 | +329 | 0.00% |
| THORNBURG INVESTMENT MANAGEMENT INC | 4.59K | Dec 31, 25 | +48 | 0.00% |
| Freestone Capital Holdings, LLC | 4.58K | Dec 31, 25 | +20 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.45K | Dec 31, 25 | -271 | 0.00% |
| Sequoia Financial Advisors, LLC | 4.40K | Dec 31, 25 | +867 | 0.00% |
| HRT FINANCIAL LP | 4.34K | Dec 31, 25 | -3.02K | 0.00% |
| APG Asset Management N.V. | 4.26K | Dec 31, 25 | -- | 0.00% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4.26K | Dec 31, 25 | +1.30K | 0.00% |
| MML INVESTORS SERVICES, LLC | 4.07K | Dec 31, 25 | -1.34K | 0.00% |
| AMERIPRISE FINANCIAL INC | 3.84K | Dec 31, 25 | +611 | 0.00% |
| US BANCORP \DE\ | 3.66K | Dec 31, 25 | +454 | 0.00% |
| Russell Investments Group, Ltd. | 3.63K | Dec 31, 25 | +8 | 0.00% |
| Hennion & Walsh Asset Management, Inc. | 3.43K | Dec 31, 25 | +3.43K | 0.00% |
| CHASE INVESTMENT COUNSEL CORP | 3.42K | Dec 31, 25 | -730 | 0.00% |
| JANE STREET GROUP, LLC | 3.31K | Dec 31, 25 | -1.82K | 0.00% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 3.20K | Dec 31, 25 | -2.14K | 0.00% |
| LAIRD NORTON TRUST COMPANY, LLC | 3.16K | Dec 31, 25 | +3.16K | 0.00% |
| Convergence Financial, LLC | 3.16K | Dec 31, 25 | -7 | 0.00% |
| Cresset Asset Management, LLC | 2.81K | Dec 31, 25 | -200 | 0.00% |
| Ballentine Partners, LLC | 2.73K | Dec 31, 25 | +2.73K | 0.00% |
| D'Orazio & Associates, Inc. | 2.50K | Dec 31, 25 | -46 | 0.00% |
| IEQ CAPITAL, LLC | 2.50K | Dec 31, 25 | +80 | 0.00% |
| West Family Investments, Inc. | 2.43K | Dec 31, 25 | -- | 0.00% |
| HAMEL ASSOCIATES, INC. | 2.38K | Dec 31, 25 | +2.38K | 0.00% |
| NewEdge Advisors, LLC | 2.19K | Dec 31, 25 | +2.12K | 0.00% |
| RHUMBLINE ADVISERS | 2.06K | Dec 31, 25 | -361 | 0.00% |
| HBK Sorce Advisory LLC | 1.99K | Dec 31, 25 | +1.99K | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.88K | Dec 31, 25 | -133 | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 1.73K | Dec 31, 25 | +1.73K | 0.00% |
| Kestra Advisory Services, LLC | 1.29K | Dec 31, 25 | +1.29K | 0.00% |
| EverSource Wealth Advisors, LLC | 1.27K | Dec 31, 25 | +212 | 0.00% |
| DekaBank Deutsche Girozentrale | 1.10K | Dec 31, 25 | -- | 0.00% |
| Capital Analysts, LLC | 1.07K | Dec 31, 25 | -- | 0.00% |
| FMR LLC | 1.01K | Dec 31, 25 | +160 | 0.00% |
| Parvin Asset Management, LLC | 725 | Dec 31, 25 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 711 | Dec 31, 25 | +73 | 0.00% |
| Legal & General Group Plc | 700 | Dec 31, 25 | -- | 0.00% |
| Parallel Advisors, LLC | 616 | Dec 31, 25 | +99 | 0.00% |
| Triumph Capital Management | 585 | Dec 31, 25 | -- | 0.00% |
| CWM, LLC | 567 | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | 516 | Dec 31, 25 | +300 | 0.00% |
| Bruce G. Allen Investments, LLC | 450 | Dec 31, 25 | -- | 0.00% |
| Smartleaf Asset Management LLC | 346 | Dec 31, 25 | +153 | 0.00% |
| SRS Capital Advisors, Inc. | 312 | Dec 31, 25 | -211 | 0.00% |
| Transamerica Financial Advisors, Inc. | 291 | Dec 31, 25 | +12 | 0.00% |
| MAI Capital Management | 240 | Dec 31, 25 | -- | 0.00% |
| GROUP ONE TRADING, L.P. | 220 | Dec 31, 25 | +29 | 0.00% |
| Steward Partners Investment Advisory, LLC | 203 | Dec 31, 25 | +11 | 0.00% |
| Federation des caisses Desjardins du Quebec | 200 | Dec 31, 25 | -- | 0.00% |
| Parkside Financial Bank & Trust | 154 | Dec 31, 25 | -- | 0.00% |
| ASSETMARK, INC | 147 | Dec 31, 25 | -2.77K | 0.00% |
| Costello Asset Management, INC | 141 | Dec 31, 25 | -- | 0.00% |
| CURIO WEALTH, LLC | 120 | Dec 31, 25 | +120 | 0.00% |
| PRIVATE TRUST CO NA | 106 | Dec 31, 25 | -- | 0.00% |
| Larson Financial Group LLC | 95 | Dec 31, 25 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 82 | Dec 31, 25 | -31 | 0.00% |
| Allworth Financial LP | 67 | Dec 31, 25 | -26 | 0.00% |
| Quantbot Technologies LP | 61 | Dec 31, 25 | +61 | 0.00% |
| Ancora Advisors, LLC | 52 | Dec 31, 25 | +52 | 0.00% |
| WPG Advisers, LLC | 47 | Dec 31, 25 | -8 | 0.00% |
| Bogart Wealth, LLC | 45 | Dec 31, 25 | -- | 0.00% |
| Whipplewood Advisors, LLC | 45 | Dec 31, 25 | +45 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 42 | Dec 31, 25 | +42 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 37 | Dec 31, 25 | -33 | 0.00% |
| SageView Advisory Group, LLC | 33 | Dec 31, 25 | +33 | 0.00% |
| First Command Advisory Services, Inc. | 21 | Dec 31, 25 | +21 | 0.00% |
| FIFTH THIRD BANCORP | 16 | Dec 31, 25 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 13 | Dec 31, 25 | -- | 0.00% |
| Sunbelt Securities, Inc. | 9 | Dec 31, 25 | -115 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 5 | Dec 31, 25 | +5 | 0.00% |
| IMA Wealth, Inc. | 4 | Dec 31, 25 | +4 | 0.00% |
| DecisionPoint Financial, LLC | 1 | Dec 31, 25 | -20 | 0.00% |
| HUNTINGTON NATIONAL BANK | -- | Dec 31, 25 | -449 | -- |
| BANK OF MONTREAL /CAN/ | -- | Dec 31, 25 | -3.56K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Dec 31, 25 | -13.92K | -- |
| Golden State Wealth Management, LLC | -- | Dec 31, 25 | -12 | -- |
| R Squared Ltd | -- | Dec 31, 25 | -5.58K | -- |
| Caitong International Asset Management Co., Ltd | -- | Dec 31, 25 | -332 | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -185 | -- |
| Capital World Investors | -- | Dec 31, 25 | -60.36K | -- |
| MACQUARIE GROUP LTD | -- | Dec 31, 25 | -566.13K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -110 | -- |
| Squarepoint Ops LLC | -- | Dec 31, 25 | -4.88K | -- |
| Quest 10 Wealth Builders, Inc. | -- | Dec 31, 25 | -38 | -- |
| Virtu Financial LLC | -- | Dec 31, 25 | -8.39K | -- |
| BARCLAYS PLC | -- | Dec 31, 25 | -646 | -- |
| Integrated Quantitative Investments LLC | -- | Dec 31, 25 | -2.50K | -- |
| BRYN MAWR TRUST Co | -- | Dec 31, 25 | -724 | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Dec 31, 25 | -3.01K | -- |
| Tower Research Capital LLC (TRC) | -- | Dec 31, 25 | -68 | -- |
| PROVIDA PENSION FUND ADMINISTRATOR | 3.27K | Sep 30, 25 | -- | 0.00% |
| Binnacle Investments Inc | 33 | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 13.28K | Jun 30, 25 | +521 | 0.01% |
| Congress Wealth Management LLC / DE / | 2.69K | Jun 30, 25 | +2.69K | 0.00% |
| First Horizon Advisors, Inc. | 71 | Jun 30, 25 | -- | 0.00% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -39 | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -3.24K | -- |
| Lindbrook Capital, LLC | 327 | Mar 31, 25 | +7 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 30.25K | Sep 30, 24 | +13.08K | 0.01% |
| B. Metzler seel. Sohn & Co. Holding AG | 15.23K | Sep 30, 24 | +15.23K | 0.01% |
| PEAK6 Investments LLC | 11.92K | Sep 30, 24 | +11.92K | 0.01% |
| First Trust Direct Indexing L.P. | 2.85K | Sep 30, 24 | -17 | 0.00% |
| ClariVest Asset Management LLC | 28 | Sep 30, 24 | -- | 0.00% |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -777 | -- |
| Raymond James Financial Services Advisors, Inc. | -- | Sep 30, 24 | -5.20K | -- |
| BlackRock Inc. | 437.55K | Jun 30, 24 | +295.34K | 0.21% |
| JANICZEK WEALTH MANAGEMENT, LLC | 57 | Jun 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 51 | Jun 30, 24 | -- | 0.00% |
| Private Ocean, LLC | -- | Jun 30, 24 | -15 | -- |
| Grey Street Capital, LLC | 9.57K | Mar 31, 24 | +9.57K | 0.00% |
| Connectus Wealth, LLC | 6.26K | Mar 31, 24 | -3.51K | 0.00% |
| Cetera Advisor Networks LLC | 5.47K | Mar 31, 24 | -777 | 0.00% |
| Cetera Advisors LLC | 5.20K | Mar 31, 24 | +1.99K | 0.00% |
| CREDIT SUISSE AG/ | 3.00K | Mar 31, 24 | +3.00K | 0.00% |
| DFPG INVESTMENTS, LLC | 6.71K | Dec 31, 23 | +678 | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 9.59K | Sep 30, 23 | +542 | 0.00% |
| Community Capital Management, LLC | 5.30K | Sep 30, 23 | -1.10K | 0.00% |
| Icon Wealth Partners, LLC | 1.78K | Sep 30, 23 | -238 | 0.00% |
| PICTET ASSET MANAGEMENT SA | 41.74K | Jun 30, 23 | -20.76K | 0.02% |
| First Capital Advisors Group, LLC. | 613 | Jun 30, 23 | +613 | 0.00% |
| Pendal Group Ltd | 20.23K | Dec 31, 22 | -7.16K | 0.01% |
| BLUESTEIN R H & CO LLC | 5.00K | Sep 30, 22 | -- | 0.00% |
| MILESTONE WEALTH, LLC | 878 | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 538 | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 128 | Sep 30, 22 | +128 | 0.00% |
| Fieldpoint Private Securities, LLC | 125 | Jun 30, 22 | -31 | 0.00% |
| Private Capital Group, LLC | 23 | Jun 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 96.89K | Mar 31, 22 | -7.96K | 0.05% |
| Dixon Hughes Goodman Wealth Advisors LLC | -- | Mar 31, 22 | -38 | -- |
| REILLY FINANCIAL ADVISORS, LLC | 46 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 2 | Dec 31, 21 | +2 | 0.00% |
| Nachman Norwood & Parrott, Inc | 4.50K | Jun 30, 21 | -- | 0.00% |
| Aperio Group, LLC | 90.49K | Dec 31, 20 | +13.93K | 0.04% |
| Cornerstone Advisors, Inc. | 435 | Sep 30, 20 | +56 | 0.00% |
| NumerixS Investment Technologies Inc | 100 | Jun 30, 20 | -900 | 0.00% |
| Squar Milner Financial Services LLC | -- | Mar 31, 20 | -11 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 861 | Dec 31, 19 | +25 | 0.00% |
| Advisor Group, Inc. | 538 | Dec 31, 19 | +226 | 0.00% |
| SUNTRUST BANKS INC | -- | Sep 30, 19 | -5.50K | -- |
| Financial Gravity Companies, Inc. | 6 | Dec 31, 18 | +6 | 0.00% |
| FNY Partners Fund LP | 100 | Mar 31, 18 | +100 | 0.00% |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -608 | -- |
| R&F Capital Advisors LP | 4.84K | Mar 31, 17 | +4.84K | 0.00% |
| BlackRock Institutional Trust Company, N.A. | 45.55K | Dec 31, 16 | -7.63K | 0.02% |
| BlackRock Group LTD | 15.89K | Dec 31, 16 | -- | 0.01% |
| BlackRock Investment Management, LLC | 12.81K | Dec 31, 16 | +6.11K | 0.01% |
| MSI Financial Services Inc | 30 | Dec 31, 16 | -- | 0.00% |
| FIRST NEW YORK SECURITIES LLC /NY | -- | Dec 31, 16 | -40 | -- |
| ANALYTIC INVESTORS, LLC | 16.78K | Sep 30, 16 | +3.14K | 0.01% |
| PEAR TREE ADVISORS INC | 744 | Jun 30, 16 | -- | 0.00% |
| Dunvegan Associates, Inc. | 111 | Dec 31, 15 | -- | 0.00% |
| Dominick & Dominick LLC | 9.50K | Dec 31, 14 | -2.40K | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 45 | Dec 31, 14 | -10 | 0.00% |
| UBS AG | 26.80K | Sep 30, 14 | +1.07K | 0.01% |
| Jane Street Holding, LLC | 13.66K | Dec 31, 13 | +9.71K | 0.01% |
| Daiwa Capital Markets America Inc. | 200 | Dec 31, 13 | +200 | 0.00% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -1.97K | -- |
| Mirae Asset Global Investments (USA) LLC | 1.59K | Dec 31, 12 | +1.59K | 0.00% |
| First Allied Securities, Inc. | 81 | Jun 30, 12 | -- | 0.00% |
| SUMITOMO MITSUI TRUST BANK Ltd | 13.60K | Mar 31, 11 | -1.16K | 0.01% |
| VALUE LINE INC | 24.80K | Sep 30, 10 | -- | 0.01% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 3.58K | Jun 30, 10 | +458 | 0.00% |
| CASCADE INVESTMENT, L.L.C. | 857.13K | Mar 31, 09 | -- | 0.41% |
| RBC Dominion Securities Inc. | -- | Dec 31, 08 | -60 | -- |
| PRINCIPAL LIFE INSURANCE CO | 76.55K | Sep 30, 01 | -6.10K | 0.04% |
| PRINCIPAL GLOBAL INVESTORS | 76.55K | Sep 30, 01 | -6.10K | 0.04% |
| VOYA INVESTMENTS, LLC | 128.70K | Jun 30, 00 | +57.60K | 0.06% |