Lineage, Inc.LINENASDAQ
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Pallas Capital Advisors LLC | -- | Dec 31, 25 | -6.54K | -- |
| Heartwood Wealth Advisors LLC | -- | Dec 31, 25 | -300 | -- |
| VANGUARD GROUP INC | 9.11M | Sep 30, 25 | +10.22K | -- |
| D1 Capital Partners L.P. | 6.18M | Sep 30, 25 | +1.56M | -- |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 5.13M | Sep 30, 25 | +1.61M | -- |
| BlackRock, Inc. | 4.46M | Sep 30, 25 | +784.45K | -- |
| JANUS HENDERSON GROUP PLC | 3.74M | Sep 30, 25 | +521.07K | -- |
| Capital Research Global Investors | 3.15M | Sep 30, 25 | +120.62K | -- |
| BAILLIE GIFFORD & CO | 2.95M | Sep 30, 25 | -1.72K | -- |
| STATE STREET CORP | 2.02M | Sep 30, 25 | +237.65K | -- |
| UBS Group AG | 1.36M | Sep 30, 25 | +703.14K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 1.14M | Sep 30, 25 | -211.70K | -- |
| HighTower Advisors, LLC | 1.13M | Sep 30, 25 | +1.13M | -- |
| GRS Advisors, LLC | 1.11M | Sep 30, 25 | +277.10K | -- |
| MORGAN STANLEY | 1.05M | Sep 30, 25 | -61.27K | -- |
| BARCLAYS PLC | 1.02M | Sep 30, 25 | +1.01M | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 901.60K | Sep 30, 25 | -2.94M | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 832.96K | Sep 30, 25 | +198.15K | -- |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 699.55K | Sep 30, 25 | -553.63K | -- |
| ROYAL BANK OF CANADA | 677.54K | Sep 30, 25 | -139.26K | -- |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 613.31K | Sep 30, 25 | +6.53K | -- |
| VILLERE ST DENIS J & CO LLC | 608.46K | Sep 30, 25 | +19.73K | -- |
| Lunate Capital Ltd | 600.00K | Sep 30, 25 | -- | -- |
| RUSH ISLAND MANAGEMENT, LP | 513.90K | Sep 30, 25 | +513.90K | -- |
| Bank of New York Mellon Corp | 501.24K | Sep 30, 25 | +246.29K | -- |
| SCP Investment, LP | 480.00K | Sep 30, 25 | +255.00K | -- |
| Nuveen, LLC | 449.55K | Sep 30, 25 | -305.78K | -- |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 400.00K | Sep 30, 25 | -100.00K | -- |
| Clearbridge Investments, LLC | 396.37K | Sep 30, 25 | -1.61K | -- |
| Legal & General Group Plc | 381.79K | Sep 30, 25 | +83.58K | -- |
| NORTHERN TRUST CORP | 358.66K | Sep 30, 25 | +34.47K | -- |
| Artisan Partners Limited Partnership | 347.32K | Sep 30, 25 | -275.56K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 336.42K | Sep 30, 25 | +315.56K | -- |
| Russell Investments Group, Ltd. | 311.80K | Sep 30, 25 | +228.04K | -- |
| RENAISSANCE TECHNOLOGIES LLC | 304.80K | Sep 30, 25 | +158.23K | -- |
| EVERGREEN CAPITAL MANAGEMENT LLC | 302.88K | Sep 30, 25 | -6.23K | -- |
| GCM Grosvenor Holdings, LLC | 302.08K | Sep 30, 25 | -- | -- |
| Schonfeld Strategic Advisors LLC | 267.66K | Sep 30, 25 | +36.58K | -- |
| BOOTHBAY FUND MANAGEMENT, LLC | 208.54K | Sep 30, 25 | +61.50K | -- |
| Ghisallo Capital Management LLC | 200.10K | Sep 30, 25 | -300.00K | -- |
| SEVEN GRAND MANAGERS, LLC | 200.00K | Sep 30, 25 | -- | -- |
| Gillson Capital LP | 189.10K | Sep 30, 25 | +189.10K | -- |
| DEUTSCHE BANK AG\ | 183.67K | Sep 30, 25 | +150.30K | -- |
| AQR CAPITAL MANAGEMENT LLC | 180.75K | Sep 30, 25 | +153.84K | -- |
| Gotham Asset Management, LLC | 180.37K | Sep 30, 25 | +180.37K | -- |
| Invesco Ltd. | 179.82K | Sep 30, 25 | +31.73K | -- |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 171.32K | Sep 30, 25 | -- | -- |
| Waterfall Asset Management, LLC | 162.41K | Sep 30, 25 | +162.41K | -- |
| ALLIANCEBERNSTEIN L.P. | 146.53K | Sep 30, 25 | -280 | -- |
| JPMORGAN CHASE & CO | 139.70K | Sep 30, 25 | +124.83K | -- |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 139.41K | Sep 30, 25 | -- | -- |
| Swiss National Bank | 132.90K | Sep 30, 25 | +132.90K | -- |
| FULLER & THALER ASSET MANAGEMENT, INC. | 125.57K | Sep 30, 25 | +116.36K | -- |
| Alyeska Investment Group, L.P. | 120.12K | Sep 30, 25 | +120.12K | -- |
| GOLDMAN SACHS GROUP INC | 114.72K | Sep 30, 25 | -120.06K | -- |
| BANK OF AMERICA CORP /DE/ | 105.69K | Sep 30, 25 | -83.27K | -- |
| Rockefeller Capital Management L.P. | 102.91K | Sep 30, 25 | +79.98K | -- |
| HSBC HOLDINGS PLC | 99.55K | Sep 30, 25 | +37.00K | -- |
| AXA Investment Managers S.A. | 93.67K | Sep 30, 25 | +93.67K | -- |
| Renaissance Capital LLC | 89.74K | Sep 30, 25 | +13.82K | -- |
| CI Private Wealth, LLC | 85.95K | Sep 30, 25 | -2.73K | -- |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 82.40K | Sep 30, 25 | -- | -- |
| NOMURA ASSET MANAGEMENT CO LTD | 82.03K | Sep 30, 25 | -1.83K | -- |
| Holocene Advisors, LP | 81.47K | Sep 30, 25 | -24.98K | -- |
| Asset Management One Co., Ltd. | 80.31K | Sep 30, 25 | -4.29K | -- |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 76.01K | Sep 30, 25 | +27.91K | -- |
| PENNINGTON PARTNERS & CO., LLC | 74.37K | Sep 30, 25 | +74.37K | -- |
| BNP Paribas Asset Management Holding S.A. | 70.81K | Sep 30, 25 | -85.62K | -- |
| NATIXIS | 68.06K | Sep 30, 25 | +68.06K | -- |
| Susquehanna Portfolio Strategies, LLC | 67.07K | Sep 30, 25 | +67.07K | -- |
| MAI Capital Management | 65.79K | Sep 30, 25 | -72 | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 65.16K | Sep 30, 25 | +60.71K | -- |
| RHUMBLINE ADVISERS | 63.12K | Sep 30, 25 | -8.44K | -- |
| Sumitomo Mitsui Trust Holdings, Inc. | 62.93K | Sep 30, 25 | -2.44K | -- |
| Empowered Funds, LLC | 62.41K | Sep 30, 25 | +62.41K | -- |
| Squarepoint Ops LLC | 61.73K | Sep 30, 25 | -3.48K | -- |
| IEQ CAPITAL, LLC | 61.29K | Sep 30, 25 | +14.54K | -- |
| HRT FINANCIAL LP | 59.19K | Sep 30, 25 | +47.80K | -- |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 58.10K | Sep 30, 25 | +15.20K | -- |
| EVOKE WEALTH, LLC | 57.90K | Sep 30, 25 | +196 | -- |
| RAYMOND JAMES FINANCIAL INC | 57.64K | Sep 30, 25 | -132 | -- |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 55.51K | Sep 30, 25 | +289 | -- |
| BNP PARIBAS ARBITRAGE, SNC | 54.69K | Sep 30, 25 | +33.52K | -- |
| STRS OHIO | 53.49K | Sep 30, 25 | -44.60K | -- |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42.66K | Sep 30, 25 | +72 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.19K | Sep 30, 25 | -21.52K | -- |
| BECKER CAPITAL MANAGEMENT INC | 39.04K | Sep 30, 25 | +9.56K | -- |
| Cresset Asset Management, LLC | 38.43K | Sep 30, 25 | -5.38K | -- |
| MACQUARIE GROUP LTD | 37.10K | Sep 30, 25 | +4.68K | -- |
| Lavaca Capital LLC | 37.00K | Sep 30, 25 | +37.00K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 36.22K | Sep 30, 25 | +1.12K | -- |
| PRUDENTIAL FINANCIAL INC | 36.13K | Sep 30, 25 | +7.48K | -- |
| AIA Group Ltd | 36.03K | Sep 30, 25 | -3.44K | -- |
| Amundi | 35.80K | Sep 30, 25 | +512 | -- |
| State of Alaska, Department of Revenue | 34.59K | Sep 30, 25 | +4 | -- |
| CITADEL ADVISORS LLC | 33.71K | Sep 30, 25 | -20.56K | -- |
| Arkadios Wealth Advisors | 32.08K | Sep 30, 25 | +10.65K | -- |
| Treasurer of the State of North Carolina | 31.75K | Sep 30, 25 | -1.23K | -- |
| Allianz Asset Management GmbH | 31.30K | Sep 30, 25 | -9.41K | -- |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30.92K | Sep 30, 25 | +10.74K | -- |
| Northwest & Ethical Investments L.P. | 30.62K | Sep 30, 25 | +1.17K | -- |
| Janney Montgomery Scott LLC | 30.20K | Sep 30, 25 | +19.21K | -- |
| WELLS FARGO & COMPANY/MN | 29.76K | Sep 30, 25 | -6.74K | -- |
| Daiwa Securities Group Inc. | 28.91K | Sep 30, 25 | -743.57K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 26.57K | Sep 30, 25 | +1.31K | -- |
| ADVISOR GROUP HOLDINGS, INC. | 25.83K | Sep 30, 25 | +8.22K | -- |
| Resona Asset Management Co.,Ltd. | 25.24K | Sep 30, 25 | +1.34K | -- |
| Paralel Advisors LLC | 25.00K | Sep 30, 25 | +25.00K | -- |
| Creative Planning | 24.96K | Sep 30, 25 | +12.01K | -- |
| Handelsbanken Fonder AB | 24.00K | Sep 30, 25 | +7.10K | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22.66K | Sep 30, 25 | +8.85K | -- |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 22.63K | Sep 30, 25 | +350 | -- |
| Employees Retirement System of Texas | 21.08K | Sep 30, 25 | -- | -- |
| Arizona State Retirement System | 20.27K | Sep 30, 25 | +20.27K | -- |
| UniSuper Management Pty Ltd | 20.10K | Sep 30, 25 | -- | -- |
| GM Advisory Group, Inc. | 20.00K | Sep 30, 25 | +10.00K | -- |
| Quantinno Capital Management LP | 19.64K | Sep 30, 25 | +2.87K | -- |
| PRINCIPAL FINANCIAL GROUP INC | 19.11K | Sep 30, 25 | -220 | -- |
| CITIGROUP INC | 18.81K | Sep 30, 25 | -49 | -- |
| Twin Tree Management, LP | 18.59K | Sep 30, 25 | +18.59K | -- |
| SUMMER ROAD LLC | 18.53K | Sep 30, 25 | +3.30K | -- |
| Quadrature Capital Ltd | 18.34K | Sep 30, 25 | +18.34K | -- |
| SAPIENT CAPITAL LLC | 17.83K | Sep 30, 25 | -- | -- |
| AMERICAN CENTURY COMPANIES INC | 17.68K | Sep 30, 25 | +1.01K | -- |
| VAN ECK ASSOCIATES CORP | 17.43K | Sep 30, 25 | +1.75K | -- |
| Atom Investors LP | 17.04K | Sep 30, 25 | -124.67K | -- |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 16.16K | Sep 30, 25 | +170 | -- |
| DIMENSIONAL FUND ADVISORS LP | 15.69K | Sep 30, 25 | +651 | -- |
| BROWN BROTHERS HARRIMAN & CO | 15.00K | Sep 30, 25 | -- | -- |
| KLP KAPITALFORVALTNING AS | 14.60K | Sep 30, 25 | +14.60K | -- |
| Concentric Capital Strategies, LP | 14.46K | Sep 30, 25 | +14.46K | -- |
| CWM, LLC | 13.98K | Sep 30, 25 | +11.65K | -- |
| Lombard Odier Asset Management (USA) Corp | 13.92K | Sep 30, 25 | -2.81K | -- |
| BLAIR WILLIAM & CO/IL | 13.85K | Sep 30, 25 | +13.85K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | 13.78K | Sep 30, 25 | +13.78K | -- |
| SIMPLEX TRADING, LLC | 12.94K | Sep 30, 25 | -16.14K | -- |
| Tower Research Capital LLC (TRC) | 12.75K | Sep 30, 25 | +9.33K | -- |
| Summit Financial, LLC | 12.52K | Sep 30, 25 | -12.52K | -- |
| WOLVERINE TRADING, LLC | 12.19K | Sep 30, 25 | +4.83K | -- |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12.17K | Sep 30, 25 | -3.20K | -- |
| Mariner, LLC | 12.00K | Sep 30, 25 | +527 | -- |
| SEI INVESTMENTS CO | 11.92K | Sep 30, 25 | -133.14K | -- |
| AMERIPRISE FINANCIAL INC | 11.79K | Sep 30, 25 | -6.78K | -- |
| IFM Investors Pty Ltd | 11.50K | Sep 30, 25 | +58 | -- |
| Police & Firemen's Retirement System of New Jersey | 10.76K | Sep 30, 25 | -- | -- |
| FMR LLC | 10.63K | Sep 30, 25 | +5.11K | -- |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 9.70K | Sep 30, 25 | +9.70K | -- |
| Vanguard Personalized Indexing Management, LLC | 9.68K | Sep 30, 25 | +4.00K | -- |
| Federation des caisses Desjardins du Quebec | 9.21K | Sep 30, 25 | +5.15K | -- |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 8.98K | Sep 30, 25 | +8.98K | -- |
| Dynamic Technology Lab Private Ltd | 8.64K | Sep 30, 25 | +8.64K | -- |
| BANK OF MONTREAL /CAN/ | 8.51K | Sep 30, 25 | +1.62K | -- |
| XTX Topco Ltd | 8.50K | Sep 30, 25 | +8.50K | -- |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 8.45K | Sep 30, 25 | -1.05K | -- |
| Pictet Asset Management Holding SA | 8.45K | Sep 30, 25 | +8.45K | -- |
| Summit Trail Advisors, LLC | 8.43K | Sep 30, 25 | +8.43K | -- |
| VICTORY CAPITAL MANAGEMENT INC | 8.01K | Sep 30, 25 | -208 | -- |
| CIBC Asset Management Inc | 7.93K | Sep 30, 25 | +22 | -- |
| FIRST TRUST ADVISORS LP | 7.56K | Sep 30, 25 | -2.53K | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 7.53K | Sep 30, 25 | +7.53K | -- |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 7.15K | Sep 30, 25 | +7.15K | -- |
| Cerity Partners LLC | 6.67K | Sep 30, 25 | +6.67K | -- |
| Verition Fund Management LLC | 6.44K | Sep 30, 25 | -6.06K | -- |
| CAPTRUST FINANCIAL ADVISORS | 6.38K | Sep 30, 25 | -446 | -- |
| TWO SIGMA INVESTMENTS, LP | 6.30K | Sep 30, 25 | +6.30K | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 5.86K | Sep 30, 25 | -2.03K | -- |
| M&T BANK CORP | 5.82K | Sep 30, 25 | -2.22K | -- |
| NEOS Investment Management LLC | 5.61K | Sep 30, 25 | +5.61K | -- |
| Quantbot Technologies LP | 5.58K | Sep 30, 25 | -27.80K | -- |
| Wealthspire Advisors, LLC | 5.00K | Sep 30, 25 | +5.00K | -- |
| Sterling Capital Management LLC | 4.37K | Sep 30, 25 | -729 | -- |
| US BANCORP \DE\ | 4.31K | Sep 30, 25 | +2.21K | -- |
| FIL Ltd | 4.12K | Sep 30, 25 | +1.73K | -- |
| SRS Capital Advisors, Inc. | 3.81K | Sep 30, 25 | +3.77K | -- |
| AMALGAMATED BANK | 3.36K | Sep 30, 25 | +42 | -- |
| CI INVESTMENTS INC. | 3.11K | Sep 30, 25 | -279 | -- |
| MetLife Investment Management, LLC | 2.78K | Sep 30, 25 | -85 | -- |
| Parallel Advisors, LLC | 1.92K | Sep 30, 25 | +793 | -- |
| BRYN MAWR TRUST Co | 1.81K | Sep 30, 25 | +1.81K | -- |
| Mirae Asset Global Investments Co., Ltd. | 1.50K | Sep 30, 25 | +1.50K | -- |
| GF FUND MANAGEMENT CO. LTD. | 1.16K | Sep 30, 25 | +1.16K | -- |
| SIGNATUREFD, LLC | 1.03K | Sep 30, 25 | +381 | -- |
| Caitlin John, LLC | 800 | Sep 30, 25 | +800 | -- |
| EverSource Wealth Advisors, LLC | 775 | Sep 30, 25 | +203 | -- |
| JONES FINANCIAL COMPANIES LLLP | 665 | Sep 30, 25 | +300 | -- |
| Salomon & Ludwin, LLC | 582 | Sep 30, 25 | -- | -- |
| Allworth Financial LP | 455 | Sep 30, 25 | -303 | -- |
| Caitong International Asset Management Co., Ltd | 402 | Sep 30, 25 | -480 | -- |
| IFP Advisors, Inc | 355 | Sep 30, 25 | +255 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 322 | Sep 30, 25 | -129 | -- |
| Covestor Ltd | 316 | Sep 30, 25 | +125 | -- |
| Costello Asset Management, INC | 300 | Sep 30, 25 | -200 | -- |
| ATWOOD & PALMER INC | 300 | Sep 30, 25 | -- | -- |
| PRINCIPAL SECURITIES, INC. | 274 | Sep 30, 25 | -96 | -- |
| Clearstead Advisors, LLC | 266 | Sep 30, 25 | +266 | -- |
| T. Rowe Price Investment Management, Inc. | 249 | Sep 30, 25 | +249 | -- |
| Private Wealth Management Group, LLC | 166 | Sep 30, 25 | +19 | -- |
| Parkside Financial Bank & Trust | 145 | Sep 30, 25 | +34 | -- |
| Bell Investment Advisors, Inc | 124 | Sep 30, 25 | +19 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 111 | Sep 30, 25 | +111 | -- |
| ROTHSCHILD INVESTMENT LLC | 109 | Sep 30, 25 | -26 | -- |
| SOA Wealth Advisors, LLC. | 104 | Sep 30, 25 | +2 | -- |
| QUADRANT CAPITAL GROUP LLC | 79 | Sep 30, 25 | +79 | -- |
| Farther Finance Advisors, LLC | 76 | Sep 30, 25 | -91 | -- |
| Global Retirement Partners, LLC | 75 | Sep 30, 25 | -51 | -- |
| Steward Partners Investment Advisory, LLC | 70 | Sep 30, 25 | +10 | -- |
| Clearstead Trust, LLC | 67 | Sep 30, 25 | -3 | -- |
| HUNTINGTON NATIONAL BANK | 67 | Sep 30, 25 | -53 | -- |
| SouthState Corp | 41 | Sep 30, 25 | -29 | -- |
| Transamerica Financial Advisors, Inc. | 36 | Sep 30, 25 | +36 | -- |
| Larson Financial Group LLC | 27 | Sep 30, 25 | -511 | -- |
| Physician Wealth Advisors, Inc. | 24 | Sep 30, 25 | +24 | -- |
| Quent Capital, LLC | 17 | Sep 30, 25 | +17 | -- |
| Cromwell Holdings LLC | 12 | Sep 30, 25 | +12 | -- |
| FINANCIAL CONSULATE, INC | 12 | Sep 30, 25 | +12 | -- |
| ASSETMARK, INC | 11 | Sep 30, 25 | -13 | -- |
| Advisory Services Network, LLC | 6 | Sep 30, 25 | +6 | -- |
| MOTCO | 5 | Sep 30, 25 | -- | -- |
| CBIZ Investment Advisory Services, LLC | -- | Sep 30, 25 | -39 | -- |
| HB Wealth Management, LLC | -- | Sep 30, 25 | -16.67K | -- |
| Bruce G. Allen Investments, LLC | -- | Sep 30, 25 | -50 | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Sep 30, 25 | -153.59K | -- |
| Red Tortoise LLC | -- | Sep 30, 25 | -46 | -- |
| Engineers Gate Manager LP | -- | Sep 30, 25 | -10.76K | -- |
| COHEN & STEERS, INC. | -- | Sep 30, 25 | -1.55M | -- |
| CHILTON CAPITAL MANAGEMENT LLC | -- | Sep 30, 25 | -225.18K | -- |
| Ilex Capital Partners (UK) LLP | -- | Sep 30, 25 | -17.58K | -- |
| Burkehill Global Management, LP | -- | Sep 30, 25 | -200.00K | -- |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -- | Sep 30, 25 | -6.14K | -- |
| AXA S.A. | -- | Sep 30, 25 | -93.67K | -- |
| MARSHALL WACE, LLP | -- | Sep 30, 25 | -35.37K | -- |
| Eisler Capital Management Ltd. | -- | Sep 30, 25 | -69.54K | -- |
| Kestra Advisory Services, LLC | -- | Sep 30, 25 | -4.82K | -- |
| APG Asset Management US Inc. | -- | Sep 30, 25 | -215.03K | -- |
| JANE STREET GROUP, LLC | -- | Sep 30, 25 | -16.35K | -- |
| Scientech Research LLC | -- | Sep 30, 25 | -7.54K | -- |
| ENVESTNET ASSET MANAGEMENT INC | -- | Sep 30, 25 | -124.36K | -- |
| Capital World Investors | -- | Sep 30, 25 | -4.82M | -- |
| Alpha Cubed Investments, LLC | -- | Sep 30, 25 | -6.60K | -- |
| UMB Bank, n.a. | -- | Sep 30, 25 | -88 | -- |
| Jain Global LLC | -- | Sep 30, 25 | -62.41K | -- |
| TRUIST FINANCIAL CORP | -- | Sep 30, 25 | -6.42K | -- |
| Woodline Partners LP | -- | Sep 30, 25 | -312.30K | -- |
| Brevan Howard Capital Management LP | -- | Sep 30, 25 | -46.38K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Sep 30, 25 | -2 | -- |
| WealthTrak Capital Management LLC | -- | Sep 30, 25 | -5 | -- |
| Optimize Financial Inc | -- | Sep 30, 25 | -7.70K | -- |
| LPL Financial LLC | -- | Sep 30, 25 | -14.09K | -- |
| FIFTH THIRD BANCORP | -- | Sep 30, 25 | -1.58K | -- |
| Ethic Inc. | -- | Sep 30, 25 | -9.15K | -- |
| NORGES BANK | 13.94M | Jun 30, 25 | +13.94M | -- |
| CIBC WORLD MARKETS CORP | 15.82K | Jun 30, 25 | -767 | -- |
| Principia Wealth Advisory, LLC | -- | Jun 30, 25 | -5 | -- |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -300 | -- |
| Congress Wealth Management LLC / DE / | -- | Jun 30, 25 | -9.37K | -- |
| Lindbrook Capital, LLC | 903 | Mar 31, 25 | +903 | -- |
| Nuveen Asset Management, LLC | 649.56K | Dec 31, 24 | -691.46K | -- |
| Lunate Holding RSC Ltd | 600.00K | Dec 31, 24 | +600.00K | -- |
| EPIQ Capital Group, LLC | 5.10K | Dec 31, 24 | +500 | -- |
| Cassady Schiller Wealth Management, LLC | 10 | Dec 31, 24 | +10 | -- |
| Phase 2 Partners, LLC | -- | Dec 31, 24 | -50.00K | -- |
| Ranger Global Real Estate Advisors, LLC | 150.10K | Sep 30, 24 | +150.10K | -- |
| BlueMar Capital Management, LLC | 15.00K | Sep 30, 24 | +15.00K | -- |
| Flow State Investments, L.P. | 5.00K | Sep 30, 24 | +5.00K | -- |