Karat Packaging Inc.(KRT)

$27.57▲0.80 (2.99%)

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Karat Packaging Inc.(KRT)

NASDAQ

$27.57▲0.80 (2.99%)

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KRT(KRT)

KRT

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

Institutional Ownership

Top 148 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	569.00K	Mar 31, 26	-1.31K	2.85%
Ranger Investment Management, L.P.	325.10K	Mar 31, 26	+24.41K	1.63%
ACADIAN ASSET MANAGEMENT LLC	267.31K	Mar 31, 26	-23.83K	1.34%
AMERICAN CENTURY COMPANIES INC	261.90K	Mar 31, 26	-8.94K	1.31%
BANK OF MONTREAL /CAN/	230.91K	Mar 31, 26	-192	1.16%
De Lisle Partners LLP	229.14K	Mar 31, 26	--	1.15%
DIMENSIONAL FUND ADVISORS LP	218.44K	Mar 31, 26	+17.33K	1.09%
GEODE CAPITAL MANAGEMENT, LLC	214.36K	Mar 31, 26	+5.12K	1.07%
TWO SIGMA INVESTMENTS, LP	208.76K	Mar 31, 26	+77.03K	1.05%
Russell Investments Group, Ltd.	200.66K	Mar 31, 26	+11.50K	1.01%
Boston Partners	166.98K	Mar 31, 26	+7.15K	0.84%
AQR CAPITAL MANAGEMENT LLC	163.31K	Mar 31, 26	+57.82K	0.82%
Bank of New York Mellon Corp	155.62K	Mar 31, 26	-2.69K	0.78%
STATE STREET CORP	152.72K	Mar 31, 26	+11.26K	0.76%
Harel Insurance Investments & Financial Services Ltd.	151.18K	Mar 31, 26	+43.45K	0.76%
PRICE T ROWE ASSOCIATES INC /MD/	127.63K	Mar 31, 26	+14.83K	0.64%
CWA Asset Management Group, LLC	122.39K	Mar 31, 26	+16.12K	0.61%
Polar Asset Management Partners Inc.	113.30K	Mar 31, 26	-200.80K	0.57%
MILLENNIUM MANAGEMENT LLC	107.95K	Mar 31, 26	-76.22K	0.54%
North Star Investment Management Corp.	97.00K	Mar 31, 26	+36.00K	0.49%
CITADEL ADVISORS LLC	94.58K	Mar 31, 26	+51.97K	0.47%
JACOBS LEVY EQUITY MANAGEMENT, INC	80.28K	Mar 31, 26	-20.47K	0.40%
GOLDMAN SACHS GROUP INC	79.51K	Mar 31, 26	+23.08K	0.40%
NORTHERN TRUST CORP	79.07K	Mar 31, 26	+2.22K	0.40%
Trexquant Investment LP	73.25K	Mar 31, 26	-11.37K	0.37%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	69.11K	Mar 31, 26	+6.50K	0.35%
ALGERT GLOBAL LLC	65.89K	Mar 31, 26	+51.59K	0.33%
VANGUARD FIDUCIARY TRUST CO	59.97K	Mar 31, 26	+59.97K	0.30%
MORGAN STANLEY	53.32K	Mar 31, 26	-10.23K	0.27%
Nuveen, LLC	49.91K	Mar 31, 26	+36.47K	0.25%
JANE STREET GROUP, LLC	45.84K	Mar 31, 26	+27.71K	0.23%
MARSHALL WACE, LLP	42.58K	Mar 31, 26	+42.58K	0.21%
RENAISSANCE TECHNOLOGIES LLC	41.72K	Mar 31, 26	-6.60K	0.21%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	40.90K	Mar 31, 26	-3.84K	0.20%
JPMORGAN CHASE & CO	38.50K	Mar 31, 26	-11.68K	0.19%
HRT FINANCIAL LP	35.90K	Mar 31, 26	-5.24K	0.18%
WELLINGTON MANAGEMENT GROUP LLP	35.67K	Mar 31, 26	+4.17K	0.18%
Engineers Gate Manager LP	33.68K	Mar 31, 26	+6.51K	0.17%
Qube Research & Technologies Ltd	33.23K	Mar 31, 26	+557	0.17%
LOS ANGELES CAPITAL MANAGEMENT LLC	32.87K	Mar 31, 26	+8.45K	0.16%
BARCLAYS PLC	30.55K	Mar 31, 26	-12.21K	0.15%
LAZARD ASSET MANAGEMENT LLC	27.68K	Mar 31, 26	+8.94K	0.14%
FIRST TRUST ADVISORS LP	27.53K	Mar 31, 26	+187	0.14%
GSA CAPITAL PARTNERS LLP	24.95K	Mar 31, 26	+5.96K	0.12%
UBS Group AG	24.71K	Mar 31, 26	-41.29K	0.12%
Point72 Asset Management, L.P.	24.49K	Mar 31, 26	+8.97K	0.12%
Vident Advisory, LLC	23.35K	Mar 31, 26	+23.35K	0.12%
VICTORY CAPITAL MANAGEMENT INC	22.73K	Mar 31, 26	+1.88K	0.11%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	22.15K	Mar 31, 26	-2.19K	0.11%
Creative Planning	20.76K	Mar 31, 26	+5.27K	0.10%
RITHOLTZ WEALTH MANAGEMENT	19.94K	Mar 31, 26	-5.07K	0.10%
BAILARD, INC.	18.86K	Mar 31, 26	+18.86K	0.09%
STIFEL FINANCIAL CORP	18.82K	Mar 31, 26	-3.98K	0.09%
Inspire Investing, LLC	18.33K	Mar 31, 26	-2.45K	0.09%
WELLS FARGO & COMPANY/MN	18.05K	Mar 31, 26	+4.82K	0.09%
Merit Financial Group, LLC	17.28K	Mar 31, 26	+643	0.09%
Squarepoint Ops LLC	17.22K	Mar 31, 26	-662	0.09%
LPL Financial LLC	16.98K	Mar 31, 26	+5.10K	0.09%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	15.65K	Mar 31, 26	+15.65K	0.08%
DAVENPORT & Co LLC	14.57K	Mar 31, 26	+750	0.07%
Quadrature Capital Ltd	11.17K	Mar 31, 26	+11.17K	0.06%
Brevan Howard Capital Management LP	10.74K	Mar 31, 26	-7.14K	0.05%
CI Private Wealth, LLC	10.52K	Mar 31, 26	-827	0.05%
RHUMBLINE ADVISERS	10.42K	Mar 31, 26	-166	0.05%
Skopos Labs, Inc.	10.13K	Mar 31, 26	+10.13K	0.05%
Polymer Capital Management (US) LLC	8.65K	Mar 31, 26	-5.77K	0.04%
LSV ASSET MANAGEMENT	8.60K	Mar 31, 26	-26.00K	0.04%
Susquehanna Portfolio Strategies, LLC	8.41K	Mar 31, 26	-7.92K	0.04%
HSBC HOLDINGS PLC	8.17K	Mar 31, 26	-5.38K	0.04%
Janney Montgomery Scott LLC	7.79K	Mar 31, 26	-5.46K	0.04%
Invesco Ltd.	7.42K	Mar 31, 26	+7.42K	0.04%
OCCUDO QUANTITATIVE STRATEGIES LP	7.29K	Mar 31, 26	+7.29K	0.04%
DEUTSCHE BANK AG\	6.06K	Mar 31, 26	+2.19K	0.03%
MetLife Investment Management, LLC	6.04K	Mar 31, 26	+1.19K	0.03%
CWM, LLC	4.80K	Mar 31, 26	+2.15K	0.02%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4.08K	Mar 31, 26	+102	0.02%
BNP PARIBAS ARBITRAGE, SNC	3.57K	Mar 31, 26	-1.72K	0.02%
EverSource Wealth Advisors, LLC	3.21K	Mar 31, 26	+3.14K	0.02%
NEW YORK STATE COMMON RETIREMENT FUND	3.10K	Mar 31, 26	--	0.02%
Vanguard Global Advisers, LLC	3.00K	Mar 31, 26	+3.00K	0.02%
ADVISOR GROUP HOLDINGS, INC.	2.44K	Mar 31, 26	-362	0.01%
Police & Firemen's Retirement System of New Jersey	2.35K	Mar 31, 26	--	0.01%
Copeland Capital Management, LLC	2.24K	Mar 31, 26	+176	0.01%
State of Alaska, Department of Revenue	1.09K	Mar 31, 26	--	0.01%
SIGNATUREFD, LLC	856	Mar 31, 26	+246	0.00%
Legal & General Group Plc	832	Mar 31, 26	+62	0.00%
FMR LLC	807	Mar 31, 26	+31	0.00%
CITIGROUP INC	729	Mar 31, 26	-3.03K	0.00%
Ameritas Investment Partners, Inc.	698	Mar 31, 26	--	0.00%
Covestor Ltd	543	Mar 31, 26	+501	0.00%
VALLEY NATIONAL ADVISERS INC	500	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	464	Mar 31, 26	-104	0.00%
Financial Management Professionals, Inc.	409	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	300	Mar 31, 26	+188	0.00%
HARBOR CAPITAL ADVISORS, INC.	269	Mar 31, 26	+164	0.00%
Smithfield Trust Co	248	Mar 31, 26	--	0.00%
SBI Securities Co., Ltd.	240	Mar 31, 26	+220	0.00%
Farther Finance Advisors, LLC	228	Mar 31, 26	+78	0.00%
Triumph Capital Management	220	Mar 31, 26	-50	0.00%
Allworth Financial LP	156	Mar 31, 26	+99	0.00%
1620 INVESTMENT ADVISORS, INC.	150	Mar 31, 26	--	0.00%
Aquatic Capital Management LLC	140	Mar 31, 26	-7.14K	0.00%
BESSEMER GROUP INC	138	Mar 31, 26	-105	0.00%
MAI Capital Management	115	Mar 31, 26	+99	0.00%
IFP Advisors, Inc	89	Mar 31, 26	-45	0.00%
Parallel Advisors, LLC	83	Mar 31, 26	+83	0.00%
GAMMA Investing LLC	83	Mar 31, 26	+83	0.00%
ROTHSCHILD INVESTMENT LLC	76	Mar 31, 26	+51	0.00%
Optiver Holding B.V.	74	Mar 31, 26	-40	0.00%
Sterling Capital Management LLC	56	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	53	Mar 31, 26	+53	0.00%
SJS Investment Consulting Inc.	50	Mar 31, 26	+11	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	49	Mar 31, 26	-16	0.00%
True Wealth Design, LLC	41	Mar 31, 26	+18	0.00%
JONES FINANCIAL COMPANIES LLLP	35	Mar 31, 26	--	0.00%
ROYAL BANK OF CANADA	33	Mar 31, 26	-410	0.00%
Root Financial Partners, LLC	27	Mar 31, 26	+27	0.00%
Cornerstone Planning Group LLC	16	Mar 31, 26	+16	0.00%
US BANCORP \DE\	11	Mar 31, 26	+11	0.00%
Federation des caisses Desjardins du Quebec	10	Mar 31, 26	--	0.00%
Wealth Preservation Advisors, LLC	6	Mar 31, 26	+6	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
AMALGAMATED BANK	--	Mar 31, 26	-270	--
Clearstead Advisors, LLC	--	Mar 31, 26	-1.49K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-11.03K	--
Sentinus, LLC	--	Mar 31, 26	-13.00K	--
Topline Capital Management, LLC	--	Mar 31, 26	-14.02K	--
State of Wyoming	--	Mar 31, 26	-5.41K	--
SEIZERT CAPITAL PARTNERS, LLC	--	Mar 31, 26	-11.76K	--
Ancora Advisors, LLC	--	Mar 31, 26	-10.97K	--
Quarry LP	--	Mar 31, 26	-280	--
VANGUARD GROUP INC	511.44K	Dec 31, 25	+33.99K	2.56%
TWO SIGMA ADVISERS, LP	81.40K	Dec 31, 25	+6.70K	0.41%
BANK OF AMERICA CORP /DE/	15.20K	Dec 31, 25	+3.19K	0.08%
PERRITT CAPITAL MANAGEMENT INC	13.00K	Dec 31, 25	+3.00K	0.07%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	529	Dec 31, 25	+32	0.00%
NewEdge Advisors, LLC	104	Dec 31, 25	--	0.00%
Sunbelt Securities, Inc.	2	Dec 31, 25	-1	0.00%
COMERICA BANK	--	Dec 31, 25	-4.45K	--
Quest Partners LLC	--	Dec 31, 25	-16.13K	--
Cubist Systematic Strategies, LLC	10.98K	Sep 30, 25	-15.03K	0.05%
Point72 Europe (London) LLP	88	Sep 30, 25	+88	0.00%
Point72 (DIFC) Ltd	--	Sep 30, 25	-368	--
Kings Path Partners LLC	18.45K	Jun 30, 25	+8.83K	0.09%
Lindbrook Capital, LLC	81	Mar 31, 25	--	0.00%
Nuveen Asset Management, LLC	11.22K	Dec 31, 24	--	0.06%
BlackRock Inc.	408.24K	Jun 30, 24	+44.88K	2.04%
Amalgamated Financial Corp.	747	Mar 31, 22	+747	0.00%

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Holder

Date

Change

% Held

BlackRock, Inc.

569.00K

Mar 31, 26

-1.31K

2.85%

Ranger Investment Management, L.P.

325.10K

Mar 31, 26

+24.41K

1.63%

ACADIAN ASSET MANAGEMENT LLC

267.31K

Mar 31, 26

-23.83K

1.34%

AMERICAN CENTURY COMPANIES INC

261.90K

Mar 31, 26

-8.94K

1.31%

BANK OF MONTREAL /CAN/

230.91K

Mar 31, 26

-192

1.16%

De Lisle Partners LLP

229.14K

Mar 31, 26

1.15%

DIMENSIONAL FUND ADVISORS LP

218.44K

Mar 31, 26

+17.33K

1.09%

GEODE CAPITAL MANAGEMENT, LLC

214.36K

Mar 31, 26

+5.12K

1.07%

TWO SIGMA INVESTMENTS, LP

208.76K

Mar 31, 26

+77.03K

1.05%

Russell Investments Group, Ltd.

200.66K

Mar 31, 26

+11.50K

1.01%

Boston Partners

166.98K

Mar 31, 26

+7.15K

0.84%

AQR CAPITAL MANAGEMENT LLC

163.31K

Mar 31, 26

+57.82K

0.82%

Bank of New York Mellon Corp

155.62K

Mar 31, 26

-2.69K

0.78%

STATE STREET CORP

152.72K

Mar 31, 26

+11.26K

0.76%

Harel Insurance Investments & Financial Services Ltd.

151.18K

Mar 31, 26

+43.45K

0.76%

PRICE T ROWE ASSOCIATES INC /MD/

127.63K

Mar 31, 26

+14.83K

0.64%

CWA Asset Management Group, LLC

122.39K

Mar 31, 26

+16.12K

0.61%

Polar Asset Management Partners Inc.

113.30K

Mar 31, 26

-200.80K

0.57%

MILLENNIUM MANAGEMENT LLC

107.95K

Mar 31, 26

-76.22K

0.54%

North Star Investment Management Corp.

97.00K

Mar 31, 26

+36.00K

0.49%

CITADEL ADVISORS LLC

94.58K

Mar 31, 26

+51.97K

0.47%

JACOBS LEVY EQUITY MANAGEMENT, INC

80.28K

Mar 31, 26

-20.47K

0.40%

GOLDMAN SACHS GROUP INC

79.51K

Mar 31, 26

+23.08K

0.40%

NORTHERN TRUST CORP

79.07K

Mar 31, 26

+2.22K

0.40%

Trexquant Investment LP

73.25K

Mar 31, 26

-11.37K

0.37%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

69.11K

Mar 31, 26

+6.50K

0.35%

ALGERT GLOBAL LLC

65.89K

Mar 31, 26

+51.59K

0.33%

VANGUARD FIDUCIARY TRUST CO

59.97K

Mar 31, 26

+59.97K

0.30%

MORGAN STANLEY

53.32K

Mar 31, 26

-10.23K

0.27%

Nuveen, LLC

49.91K

Mar 31, 26

+36.47K

0.25%

JANE STREET GROUP, LLC

45.84K

Mar 31, 26

+27.71K

0.23%

MARSHALL WACE, LLP

42.58K

Mar 31, 26

+42.58K

0.21%

RENAISSANCE TECHNOLOGIES LLC

41.72K

Mar 31, 26

-6.60K

0.21%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

40.90K

Mar 31, 26

-3.84K

0.20%

JPMORGAN CHASE & CO

38.50K

Mar 31, 26

-11.68K

0.19%

HRT FINANCIAL LP

35.90K

Mar 31, 26

-5.24K

0.18%

WELLINGTON MANAGEMENT GROUP LLP

35.67K

Mar 31, 26

+4.17K

0.18%

Engineers Gate Manager LP

33.68K

Mar 31, 26

+6.51K

0.17%

Qube Research & Technologies Ltd

33.23K

Mar 31, 26

+557

0.17%

LOS ANGELES CAPITAL MANAGEMENT LLC

32.87K

Mar 31, 26

+8.45K

0.16%

BARCLAYS PLC

30.55K

Mar 31, 26

-12.21K

0.15%

LAZARD ASSET MANAGEMENT LLC

27.68K

Mar 31, 26

+8.94K

0.14%

FIRST TRUST ADVISORS LP

27.53K

Mar 31, 26

+187

0.14%

GSA CAPITAL PARTNERS LLP

24.95K

Mar 31, 26

+5.96K

0.12%

UBS Group AG

24.71K

Mar 31, 26

-41.29K

0.12%

Point72 Asset Management, L.P.

24.49K

Mar 31, 26

+8.97K

0.12%

Vident Advisory, LLC

23.35K

Mar 31, 26

+23.35K

0.12%

VICTORY CAPITAL MANAGEMENT INC

22.73K

Mar 31, 26

+1.88K

0.11%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

22.15K

Mar 31, 26

-2.19K

0.11%

Creative Planning

20.76K

Mar 31, 26

+5.27K

0.10%

RITHOLTZ WEALTH MANAGEMENT

19.94K

Mar 31, 26

-5.07K

0.10%

BAILARD, INC.

18.86K

Mar 31, 26

+18.86K

0.09%

STIFEL FINANCIAL CORP

18.82K

Mar 31, 26

-3.98K

0.09%

Inspire Investing, LLC

18.33K

Mar 31, 26

-2.45K

0.09%

WELLS FARGO & COMPANY/MN

18.05K

Mar 31, 26

+4.82K

0.09%

Merit Financial Group, LLC

17.28K

Mar 31, 26

+643

0.09%

Squarepoint Ops LLC

17.22K

Mar 31, 26

-662

0.09%

LPL Financial LLC

16.98K

Mar 31, 26

+5.10K

0.09%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

15.65K

Mar 31, 26

+15.65K

0.08%

DAVENPORT & Co LLC

14.57K

Mar 31, 26

+750

0.07%

Quadrature Capital Ltd

11.17K

Mar 31, 26

+11.17K

0.06%

Brevan Howard Capital Management LP

10.74K

Mar 31, 26

-7.14K

0.05%

CI Private Wealth, LLC

10.52K

Mar 31, 26

-827

0.05%

RHUMBLINE ADVISERS

10.42K

Mar 31, 26

-166

0.05%

Skopos Labs, Inc.

10.13K

Mar 31, 26

+10.13K

0.05%

Polymer Capital Management (US) LLC

8.65K

Mar 31, 26

-5.77K

0.04%

LSV ASSET MANAGEMENT

8.60K

Mar 31, 26

-26.00K

0.04%

Susquehanna Portfolio Strategies, LLC

8.41K

Mar 31, 26

-7.92K

0.04%

HSBC HOLDINGS PLC

8.17K

Mar 31, 26

-5.38K

0.04%

Janney Montgomery Scott LLC

7.79K

Mar 31, 26

-5.46K

0.04%

Invesco Ltd.

7.42K

Mar 31, 26

+7.42K

0.04%

OCCUDO QUANTITATIVE STRATEGIES LP

7.29K

Mar 31, 26

+7.29K

0.04%

DEUTSCHE BANK AG\

6.06K

Mar 31, 26

+2.19K

0.03%

MetLife Investment Management, LLC

6.04K

Mar 31, 26

+1.19K

0.03%

CWM, LLC

4.80K

Mar 31, 26

+2.15K

0.02%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

4.08K

Mar 31, 26

+102

0.02%

BNP PARIBAS ARBITRAGE, SNC

3.57K

Mar 31, 26

-1.72K

0.02%

EverSource Wealth Advisors, LLC

3.21K

Mar 31, 26

+3.14K

0.02%

NEW YORK STATE COMMON RETIREMENT FUND

3.10K

Mar 31, 26

0.02%

Vanguard Global Advisers, LLC

3.00K

Mar 31, 26

+3.00K

0.02%

ADVISOR GROUP HOLDINGS, INC.

2.44K

Mar 31, 26

-362

0.01%

Police & Firemen's Retirement System of New Jersey

2.35K

Mar 31, 26

0.01%

Copeland Capital Management, LLC

2.24K

Mar 31, 26

+176

0.01%

State of Alaska, Department of Revenue

1.09K

Mar 31, 26

0.01%

SIGNATUREFD, LLC

856

Mar 31, 26

+246

0.00%

Legal & General Group Plc

832

Mar 31, 26

+62

0.00%

FMR LLC

807

Mar 31, 26

+31

0.00%

CITIGROUP INC

729

Mar 31, 26

-3.03K

0.00%

Ameritas Investment Partners, Inc.

698

Mar 31, 26

0.00%

Covestor Ltd

543

Mar 31, 26

+501

0.00%

VALLEY NATIONAL ADVISERS INC

500

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

464

Mar 31, 26

-104

0.00%

Financial Management Professionals, Inc.

409

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

300

Mar 31, 26

+188

0.00%

HARBOR CAPITAL ADVISORS, INC.

269

Mar 31, 26

+164

0.00%

Smithfield Trust Co

248

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

240

Mar 31, 26

+220

0.00%

Farther Finance Advisors, LLC

228

Mar 31, 26

+78

0.00%

Triumph Capital Management

220

Mar 31, 26

-50

0.00%

Allworth Financial LP

156

Mar 31, 26

+99

0.00%

1620 INVESTMENT ADVISORS, INC.

150

Mar 31, 26

0.00%

Aquatic Capital Management LLC

140

Mar 31, 26

-7.14K

0.00%

BESSEMER GROUP INC

138

Mar 31, 26

-105

0.00%

MAI Capital Management

115

Mar 31, 26

+99

0.00%

IFP Advisors, Inc

Mar 31, 26

-45

0.00%

Parallel Advisors, LLC

Mar 31, 26

+83

0.00%

GAMMA Investing LLC

Mar 31, 26

+83

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

+51

0.00%

Optiver Holding B.V.

Mar 31, 26

-40

0.00%

Sterling Capital Management LLC

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

+53

0.00%

SJS Investment Consulting Inc.

Mar 31, 26

+11

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-16

0.00%

True Wealth Design, LLC

Mar 31, 26

+18

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

0.00%

ROYAL BANK OF CANADA

Mar 31, 26

-410

0.00%

Root Financial Partners, LLC

Mar 31, 26

+27

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

+16

0.00%

US BANCORP \DE\

Mar 31, 26

+11

0.00%

Federation des caisses Desjardins du Quebec

Mar 31, 26

0.00%

Wealth Preservation Advisors, LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

AMALGAMATED BANK

Mar 31, 26

-270

Clearstead Advisors, LLC

Mar 31, 26

-1.49K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-11.03K

Sentinus, LLC

Mar 31, 26

-13.00K

Topline Capital Management, LLC

Mar 31, 26

-14.02K

State of Wyoming

Mar 31, 26

-5.41K

SEIZERT CAPITAL PARTNERS, LLC

Mar 31, 26

-11.76K

Ancora Advisors, LLC

Mar 31, 26

-10.97K

Quarry LP

Mar 31, 26

-280

VANGUARD GROUP INC

511.44K

Dec 31, 25

+33.99K

2.56%

TWO SIGMA ADVISERS, LP

81.40K

Dec 31, 25

+6.70K

0.41%

BANK OF AMERICA CORP /DE/

15.20K

Dec 31, 25

+3.19K

0.08%

PERRITT CAPITAL MANAGEMENT INC

13.00K

Dec 31, 25

+3.00K

0.07%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

529

Dec 31, 25

+32

0.00%

NewEdge Advisors, LLC

104

Dec 31, 25

0.00%

Sunbelt Securities, Inc.

Dec 31, 25

-1

0.00%

COMERICA BANK

Dec 31, 25

-4.45K

Quest Partners LLC

Dec 31, 25

-16.13K

Cubist Systematic Strategies, LLC

10.98K

Sep 30, 25

-15.03K

0.05%

Point72 Europe (London) LLP

Sep 30, 25

+88

0.00%

Point72 (DIFC) Ltd

Sep 30, 25

-368

Kings Path Partners LLC

18.45K

Jun 30, 25

+8.83K

0.09%

Lindbrook Capital, LLC

Mar 31, 25

0.00%

Nuveen Asset Management, LLC

11.22K

Dec 31, 24

0.06%

BlackRock Inc.

408.24K

Jun 30, 24

+44.88K

2.04%

Amalgamated Financial Corp.

747

Mar 31, 22

+747

0.00%