Lakeland Financial CorporationLKFNNASDAQ
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TrueMark Investments, LLC | -- | Dec 31, 25 | -93.38K | -- |
| MASSMUTUAL TRUST CO FSB/ADV | -- | Dec 31, 25 | -78 | -- |
| MATHER GROUP, LLC. | -- | Dec 31, 25 | -183 | -- |
| FIRST MERCHANTS CORP | -- | Dec 31, 25 | -3.50K | -- |
| Versant Capital Management, Inc | -- | Dec 31, 25 | -82 | -- |
| BlackRock, Inc. | 3.53M | Sep 30, 25 | -67.71K | -- |
| Neuberger Berman Group LLC | 1.89M | Sep 30, 25 | +376.58K | -- |
| VANGUARD GROUP INC | 1.87M | Sep 30, 25 | -9.81K | -- |
| STATE STREET CORP | 1.33M | Sep 30, 25 | -28.00K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.03M | Sep 30, 25 | +10.15K | -- |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 860.26K | Sep 30, 25 | -21.68K | -- |
| VICTORY CAPITAL MANAGEMENT INC | 755.79K | Sep 30, 25 | -160.76K | -- |
| DIMENSIONAL FUND ADVISORS LP | 726.20K | Sep 30, 25 | -5.54K | -- |
| Copeland Capital Management, LLC | 651.74K | Sep 30, 25 | -37.37K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 619.43K | Sep 30, 25 | -2.61K | -- |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 493.47K | Sep 30, 25 | +29.04K | -- |
| NFJ INVESTMENT GROUP, LLC | 475.09K | Sep 30, 25 | +191.40K | -- |
| Boston Trust Walden Corp | 373.33K | Sep 30, 25 | +373.33K | -- |
| NORTHERN TRUST CORP | 346.20K | Sep 30, 25 | -10.34K | -- |
| FULLER & THALER ASSET MANAGEMENT, INC. | 329.36K | Sep 30, 25 | -6.54K | -- |
| RAYMOND JAMES FINANCIAL INC | 324.20K | Sep 30, 25 | -11.79K | -- |
| BANK OF AMERICA CORP /DE/ | 321.03K | Sep 30, 25 | +130.90K | -- |
| AMERIPRISE FINANCIAL INC | 275.94K | Sep 30, 25 | -49.98K | -- |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 199.76K | Sep 30, 25 | +650 | -- |
| Bank of New York Mellon Corp | 195.56K | Sep 30, 25 | -2.54K | -- |
| MORGAN STANLEY | 182.92K | Sep 30, 25 | -35.10K | -- |
| GOLDMAN SACHS GROUP INC | 180.41K | Sep 30, 25 | -39.94K | -- |
| FMR LLC | 155.38K | Sep 30, 25 | +17.32K | -- |
| MONARCH CAPITAL MANAGEMENT INC/ | 153.94K | Sep 30, 25 | -555 | -- |
| Aptus Capital Advisors, LLC | 153.04K | Sep 30, 25 | +20.19K | -- |
| KENNEDY CAPITAL MANAGEMENT LLC | 132.76K | Sep 30, 25 | -8.74K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 128.65K | Sep 30, 25 | -1.35K | -- |
| AMERICAN CENTURY COMPANIES INC | 126.24K | Sep 30, 25 | -4.65K | -- |
| PRINCIPAL FINANCIAL GROUP INC | 123.34K | Sep 30, 25 | -3.42K | -- |
| AQR CAPITAL MANAGEMENT LLC | 118.60K | Sep 30, 25 | +22.86K | -- |
| TWO SIGMA INVESTMENTS, LP | 112.20K | Sep 30, 25 | -18.29K | -- |
| JPMORGAN CHASE & CO | 111.21K | Sep 30, 25 | +44.40K | -- |
| Invesco Ltd. | 108.13K | Sep 30, 25 | +24.93K | -- |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 99.54K | Sep 30, 25 | +12.44K | -- |
| ProShare Advisors LLC | 96.27K | Sep 30, 25 | -9.39K | -- |
| Nuveen, LLC | 84.84K | Sep 30, 25 | -1.06K | -- |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 81.17K | Sep 30, 25 | -22.67K | -- |
| UBS Group AG | 79.80K | Sep 30, 25 | +17.11K | -- |
| Qube Research & Technologies Ltd | 78.60K | Sep 30, 25 | -37.26K | -- |
| RHUMBLINE ADVISERS | 77.90K | Sep 30, 25 | -3.52K | -- |
| Legal & General Group Plc | 68.28K | Sep 30, 25 | -2.14K | -- |
| WELLS FARGO & COMPANY/MN | 65.05K | Sep 30, 25 | -42.38K | -- |
| JANE STREET GROUP, LLC | 59.66K | Sep 30, 25 | +47.09K | -- |
| RENAISSANCE TECHNOLOGIES LLC | 58.62K | Sep 30, 25 | -11.73K | -- |
| ROYAL BANK OF CANADA | 53.58K | Sep 30, 25 | -1.11K | -- |
| D. E. Shaw & Co., Inc. | 53.31K | Sep 30, 25 | -14.81K | -- |
| FIRST TRUST ADVISORS LP | 49.90K | Sep 30, 25 | -333.62K | -- |
| Swiss National Bank | 49.45K | Sep 30, 25 | -- | -- |
| 1ST SOURCE BANK | 48.74K | Sep 30, 25 | -- | -- |
| STIFEL FINANCIAL CORP | 46.77K | Sep 30, 25 | -2.25K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 44.63K | Sep 30, 25 | -26.93K | -- |
| SEI INVESTMENTS CO | 43.35K | Sep 30, 25 | +2.13K | -- |
| John W. Rosenthal Capital Management, Inc. | 42.85K | Sep 30, 25 | -131 | -- |
| TWO SIGMA ADVISERS, LP | 39.00K | Sep 30, 25 | -9.90K | -- |
| DARK FOREST CAPITAL MANAGEMENT LP | 38.66K | Sep 30, 25 | +4.97K | -- |
| Cubist Systematic Strategies, LLC | 37.61K | Sep 30, 25 | -39.53K | -- |
| BARCLAYS PLC | 37.42K | Sep 30, 25 | -22.29K | -- |
| Squarepoint Ops LLC | 37.14K | Sep 30, 25 | -15.85K | -- |
| Bridge City Capital, LLC | 35.67K | Sep 30, 25 | -587 | -- |
| MILLENNIUM MANAGEMENT LLC | 33.11K | Sep 30, 25 | -310.23K | -- |
| CITADEL ADVISORS LLC | 30.53K | Sep 30, 25 | -58.92K | -- |
| CITIGROUP INC | 27.68K | Sep 30, 25 | -13.07K | -- |
| ALLIANCEBERNSTEIN L.P. | 26.92K | Sep 30, 25 | -- | -- |
| Rafferty Asset Management, LLC | 26.64K | Sep 30, 25 | -701 | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 26.33K | Sep 30, 25 | +3.17K | -- |
| PRUDENTIAL FINANCIAL INC | 25.64K | Sep 30, 25 | -1.00K | -- |
| Cetera Investment Advisers | 25.43K | Sep 30, 25 | +7.33K | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | 24.32K | Sep 30, 25 | -341 | -- |
| Trexquant Investment LP | 23.82K | Sep 30, 25 | -15.55K | -- |
| New Age Alpha Advisors, LLC | 23.81K | Sep 30, 25 | -618 | -- |
| Mirae Asset Global Investments Co., Ltd. | 23.81K | Sep 30, 25 | +555 | -- |
| Sippican Capital Advisors | 23.66K | Sep 30, 25 | -60 | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 23.57K | Sep 30, 25 | +1 | -- |
| DEUTSCHE BANK AG\ | 23.06K | Sep 30, 25 | -11.06K | -- |
| HEARTLAND ADVISORS INC | 23.05K | Sep 30, 25 | -250 | -- |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 21.80K | Sep 30, 25 | +808 | -- |
| WINTON GROUP Ltd | 20.52K | Sep 30, 25 | +62 | -- |
| BALYASNY ASSET MANAGEMENT L.P. | 20.22K | Sep 30, 25 | +6.92K | -- |
| SYM FINANCIAL Corp | 19.81K | Sep 30, 25 | +18 | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 17.88K | Sep 30, 25 | -- | -- |
| BNP PARIBAS ARBITRAGE, SNC | 17.72K | Sep 30, 25 | -914 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.30K | Sep 30, 25 | -31.79K | -- |
| Schonfeld Strategic Advisors LLC | 15.77K | Sep 30, 25 | -1.37K | -- |
| Russell Investments Group, Ltd. | 15.17K | Sep 30, 25 | +502 | -- |
| IEQ CAPITAL, LLC | 15.00K | Sep 30, 25 | +5.96K | -- |
| MetLife Investment Management, LLC | 14.99K | Sep 30, 25 | -728 | -- |
| Illinois Municipal Retirement Fund | 13.95K | Sep 30, 25 | +362 | -- |
| State of Alaska, Department of Revenue | 13.87K | Sep 30, 25 | -1.35K | -- |
| Cerity Partners LLC | 13.70K | Sep 30, 25 | -1.37K | -- |
| KFG WEALTH MANAGEMENT, LLC | 12.83K | Sep 30, 25 | -10 | -- |
| Numerai GP LLC | 12.43K | Sep 30, 25 | +12.43K | -- |
| LPL Financial LLC | 12.32K | Sep 30, 25 | -38.84K | -- |
| JANUS HENDERSON GROUP PLC | 12.25K | Sep 30, 25 | -- | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12.08K | Sep 30, 25 | -726 | -- |
| ExodusPoint Capital Management, LP | 11.84K | Sep 30, 25 | -25.70K | -- |
| FORVIS Wealth Advisors, LLC | 11.76K | Sep 30, 25 | -64 | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11.68K | Sep 30, 25 | -2.37K | -- |
| COMERICA BANK | 11.66K | Sep 30, 25 | -822 | -- |
| Quest Partners LLC | 11.55K | Sep 30, 25 | +4.80K | -- |
| Security Financial Services, INC. | 11.47K | Sep 30, 25 | -- | -- |
| Fi3 FINANCIAL ADVISORS, LLC | 11.29K | Sep 30, 25 | +53 | -- |
| INTECH INVESTMENT MANAGEMENT LLC | 10.90K | Sep 30, 25 | +1.10K | -- |
| HRT FINANCIAL LP | 10.27K | Sep 30, 25 | +10.27K | -- |
| Smartleaf Asset Management LLC | 10.15K | Sep 30, 25 | +194 | -- |
| Snowden Capital Advisors LLC | 9.45K | Sep 30, 25 | +752 | -- |
| Legato Capital Management LLC | 9.35K | Sep 30, 25 | -- | -- |
| Pathway Financial Advisers, LLC | 9.28K | Sep 30, 25 | -100 | -- |
| HighTower Advisors, LLC | 8.57K | Sep 30, 25 | -19 | -- |
| Point72 Asset Management, L.P. | 8.40K | Sep 30, 25 | -449 | -- |
| YOUSIF CAPITAL MANAGEMENT, LLC | 7.88K | Sep 30, 25 | -1.67K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.79K | Sep 30, 25 | +353 | -- |
| Arizona State Retirement System | 7.54K | Sep 30, 25 | -41 | -- |
| AMALGAMATED BANK | 7.52K | Sep 30, 25 | +245 | -- |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7.25K | Sep 30, 25 | -315 | -- |
| Police & Firemen's Retirement System of New Jersey | 7.09K | Sep 30, 25 | +1.32K | -- |
| Inspire Investing, LLC | 7.08K | Sep 30, 25 | +751 | -- |
| CHOREO, LLC | 6.95K | Sep 30, 25 | -2 | -- |
| Quantbot Technologies LP | 6.87K | Sep 30, 25 | -5.74K | -- |
| Engineers Gate Manager LP | 6.80K | Sep 30, 25 | +2.67K | -- |
| Pathstone Holdings, LLC | 6.76K | Sep 30, 25 | +6.76K | -- |
| Brevan Howard Capital Management LP | 6.72K | Sep 30, 25 | +6.72K | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 6.63K | Sep 30, 25 | -22 | -- |
| SRS Capital Advisors, Inc. | 6.56K | Sep 30, 25 | +5.99K | -- |
| BESSEMER GROUP INC | 6.52K | Sep 30, 25 | +55 | -- |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6.50K | Sep 30, 25 | -60 | -- |
| Ensign Peak Advisors, Inc | 6.29K | Sep 30, 25 | -4.25K | -- |
| State of Tennessee, Treasury Department | 6.25K | Sep 30, 25 | -- | -- |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 6.14K | Sep 30, 25 | -- | -- |
| Handelsbanken Fonder AB | 6.03K | Sep 30, 25 | -- | -- |
| CX Institutional | 6.00K | Sep 30, 25 | -- | -- |
| Bedel Financial Consulting, Inc. | 5.80K | Sep 30, 25 | -- | -- |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5.74K | Sep 30, 25 | -100 | -- |
| GSA CAPITAL PARTNERS LLP | 5.55K | Sep 30, 25 | +431 | -- |
| CWM, LLC | 5.23K | Sep 30, 25 | +1.09K | -- |
| CAPTRUST FINANCIAL ADVISORS | 5.00K | Sep 30, 25 | -36 | -- |
| KLP KAPITALFORVALTNING AS | 5.00K | Sep 30, 25 | -- | -- |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4.97K | Sep 30, 25 | +297 | -- |
| Quantinno Capital Management LP | 4.87K | Sep 30, 25 | +4.87K | -- |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.86K | Sep 30, 25 | -- | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 4.79K | Sep 30, 25 | -2.29K | -- |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 4.71K | Sep 30, 25 | -257 | -- |
| PERSONAL CFO SOLUTIONS, LLC | 4.20K | Sep 30, 25 | +254 | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | 4.14K | Sep 30, 25 | -3.60K | -- |
| Campbell & CO Investment Adviser LLC | 4.09K | Sep 30, 25 | -861 | -- |
| MGB Wealth Management, LLC | 4.03K | Sep 30, 25 | -- | -- |
| Mariner, LLC | 3.97K | Sep 30, 25 | +3.97K | -- |
| Arkadios Wealth Advisors | 3.96K | Sep 30, 25 | +14 | -- |
| SAPIENT CAPITAL LLC | 3.95K | Sep 30, 25 | -- | -- |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3.90K | Sep 30, 25 | -- | -- |
| Pictet Asset Management Holding SA | 3.84K | Sep 30, 25 | -- | -- |
| Versor Investments LP | 3.80K | Sep 30, 25 | +3.80K | -- |
| Sanctuary Advisors, LLC | 3.79K | Sep 30, 25 | +3.79K | -- |
| Maryland State Retirement & Pension System | 3.67K | Sep 30, 25 | -3.78K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.33K | Sep 30, 25 | +49 | -- |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 3.32K | Sep 30, 25 | -1.14K | -- |
| Aquatic Capital Management LLC | 3.31K | Sep 30, 25 | -8.28K | -- |
| BANK OF MONTREAL /CAN/ | 3.13K | Sep 30, 25 | -2.35K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.68K | Sep 30, 25 | -1 | -- |
| JONES FINANCIAL COMPANIES LLLP | 2.24K | Sep 30, 25 | -29 | -- |
| US BANCORP \DE\ | 2.21K | Sep 30, 25 | +89 | -- |
| Ameritas Investment Partners, Inc. | 2.10K | Sep 30, 25 | -516 | -- |
| State of Wyoming | 2.08K | Sep 30, 25 | -239 | -- |
| HARBOUR INVESTMENTS, INC. | 1.99K | Sep 30, 25 | +2 | -- |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.01K | Sep 30, 25 | -722 | -- |
| Point72 Asia (Singapore) Pte. Ltd. | 949 | Sep 30, 25 | +949 | -- |
| Tower Research Capital LLC (TRC) | 873 | Sep 30, 25 | -11.39K | -- |
| Sterling Capital Management LLC | 809 | Sep 30, 25 | +466 | -- |
| EverSource Wealth Advisors, LLC | 647 | Sep 30, 25 | +17 | -- |
| Rockefeller Capital Management L.P. | 519 | Sep 30, 25 | +519 | -- |
| ADVISOR GROUP HOLDINGS, INC. | 472 | Sep 30, 25 | +3 | -- |
| Global Retirement Partners, LLC | 455 | Sep 30, 25 | +3 | -- |
| CBIZ Investment Advisory Services, LLC | 455 | Sep 30, 25 | -2 | -- |
| TD PRIVATE CLIENT WEALTH LLC | 408 | Sep 30, 25 | -60 | -- |
| Indiana Trust & Investment Management CO | 400 | Sep 30, 25 | -- | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 392 | Sep 30, 25 | -- | -- |
| Binnacle Investments Inc | 358 | Sep 30, 25 | +66 | -- |
| HANTZ FINANCIAL SERVICES, INC. | 352 | Sep 30, 25 | +224 | -- |
| Bank of Jackson Hole Trust | 275 | Sep 30, 25 | -- | -- |
| Cornerstone Planning Group LLC | 251 | Sep 30, 25 | +251 | -- |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 248 | Sep 30, 25 | +3 | -- |
| CIBC Private Wealth Group, LLC | 220 | Sep 30, 25 | +220 | -- |
| Quarry LP | 219 | Sep 30, 25 | +219 | -- |
| Advisory Services Network, LLC | 199 | Sep 30, 25 | +199 | -- |
| FIFTH THIRD BANCORP | 183 | Sep 30, 25 | -95 | -- |
| PRINCIPAL SECURITIES, INC. | 177 | Sep 30, 25 | -20 | -- |
| Salomon & Ludwin, LLC | 171 | Sep 30, 25 | +171 | -- |
| IFP Advisors, Inc | 168 | Sep 30, 25 | +9 | -- |
| Clearstead Advisors, LLC | 161 | Sep 30, 25 | -191 | -- |
| Allworth Financial LP | 154 | Sep 30, 25 | +27 | -- |
| FIRST HORIZON CORP | 151 | Sep 30, 25 | +151 | -- |
| Parkside Financial Bank & Trust | 117 | Sep 30, 25 | -325 | -- |
| HARBOR CAPITAL ADVISORS, INC. | 107 | Sep 30, 25 | -2 | -- |
| QUADRANT CAPITAL GROUP LLC | 103 | Sep 30, 25 | +103 | -- |
| Optiver Holding B.V. | 102 | Sep 30, 25 | +102 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 98 | Sep 30, 25 | +70 | -- |
| Golden State Wealth Management, LLC | 93 | Sep 30, 25 | -- | -- |
| BROWN BROTHERS HARRIMAN & CO | 88 | Sep 30, 25 | +88 | -- |
| Point72 Europe (London) LLP | 83 | Sep 30, 25 | +83 | -- |
| Hemington Wealth Management | 82 | Sep 30, 25 | -- | -- |
| Physician Wealth Advisors, Inc. | 79 | Sep 30, 25 | -- | -- |
| UMB Bank, n.a. | 70 | Sep 30, 25 | +18 | -- |
| Root Financial Partners, LLC | 66 | Sep 30, 25 | +66 | -- |
| Wealthspire Advisors, LLC | 57 | Sep 30, 25 | +57 | -- |
| WPG Advisers, LLC | 50 | Sep 30, 25 | -- | -- |
| Red Tortoise LLC | 50 | Sep 30, 25 | -- | -- |
| Larson Financial Group LLC | 42 | Sep 30, 25 | +39 | -- |
| Steward Partners Investment Advisory, LLC | 34 | Sep 30, 25 | -- | -- |
| ROTHSCHILD INVESTMENT LLC | 32 | Sep 30, 25 | +7 | -- |
| TD Capital Management LLC | 31 | Sep 30, 25 | -- | -- |
| SIGNATUREFD, LLC | 30 | Sep 30, 25 | +3 | -- |
| MPWM ADVISORY SOLUTIONS, LLC | 29 | Sep 30, 25 | -- | -- |
| Point72 (DIFC) Ltd | 27 | Sep 30, 25 | +27 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | 24 | Sep 30, 25 | -170 | -- |
| FARMERS & MERCHANTS INVESTMENTS INC | 17 | Sep 30, 25 | -- | -- |
| Farther Finance Advisors, LLC | 13 | Sep 30, 25 | +11 | -- |
| Clearstead Trust, LLC | 12 | Sep 30, 25 | -- | -- |
| Bell Investment Advisors, Inc | 7 | Sep 30, 25 | -- | -- |
| Sunbelt Securities, Inc. | 5 | Sep 30, 25 | +5 | -- |
| HFM Investment Advisors, LLC | 2 | Sep 30, 25 | +2 | -- |
| Bay Harbor Wealth Management, LLC | 1 | Sep 30, 25 | -- | -- |
| SJS Investment Consulting Inc. | 1 | Sep 30, 25 | -- | -- |
| Tortoise Investment Management, LLC | 1 | Sep 30, 25 | +1 | -- |
| Entropy Technologies, LP | -- | Sep 30, 25 | -4.30K | -- |
| Geneos Wealth Management Inc. | -- | Sep 30, 25 | -162 | -- |
| TEXAS PERMANENT SCHOOL FUND CORP | -- | Sep 30, 25 | -11.54K | -- |
| Aster Capital Management (DIFC) Ltd | -- | Sep 30, 25 | -233 | -- |
| Kessler Investment Group, LLC | -- | Sep 30, 25 | -18 | -- |
| Mach-1 Financial Group, LLC | -- | Sep 30, 25 | -4.98K | -- |
| Verition Fund Management LLC | -- | Sep 30, 25 | -16.19K | -- |
| DRW Securities, LLC | -- | Sep 30, 25 | -4.47K | -- |
| Jump Financial, LLC | -- | Sep 30, 25 | -3.67K | -- |
| BNP Paribas Asset Management Holding S.A. | -- | Sep 30, 25 | -155 | -- |
| MARSHALL WACE, LLP | -- | Sep 30, 25 | -66.14K | -- |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | -- | Sep 30, 25 | -3.28K | -- |
| Covestor Ltd | -- | Sep 30, 25 | -10 | -- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | -- | Sep 30, 25 | -8 | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -46 | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Sep 30, 25 | -8.10K | -- |
| MAI Capital Management | -- | Sep 30, 25 | -13 | -- |
| FJ Capital Management LLC | -- | Sep 30, 25 | -21.79K | -- |
| JUPITER ASSET MANAGEMENT LTD | -- | Sep 30, 25 | -9.72K | -- |
| Whipplewood Advisors, LLC | -- | Sep 30, 25 | -46 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 7.10K | Jun 30, 25 | -608 | -- |
| KBC Group NV | 998 | Jun 30, 25 | -599 | -- |
| First Horizon Advisors, Inc. | 925 | Jun 30, 25 | +28 | -- |
| CIBC WORLD MARKETS CORP | -- | Jun 30, 25 | -5.52K | -- |
| Nuveen Asset Management, LLC | 82.36K | Dec 31, 24 | +13.84K | -- |
| EAGLE ASSET MANAGEMENT INC | 250.14K | Sep 30, 24 | +56.93K | -- |
| RAYMOND JAMES & ASSOCIATES | 84.35K | Sep 30, 24 | -13.87K | -- |
| Raymond James Financial Services Advisors, Inc. | 12.34K | Sep 30, 24 | +4.74K | -- |
| nVerses Capital, LLC | 800 | Sep 30, 24 | +300 | -- |
| BlackRock Inc. | 3.67M | Jun 30, 24 | -77.22K | -- |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 66 | Jun 30, 24 | -- | -- |
| CREDIT SUISSE AG/ | 41.33K | Mar 31, 24 | +2.30K | -- |
| Cetera Advisors LLC | 10.79K | Mar 31, 24 | +91 | -- |
| Cetera Advisor Networks LLC | 3.48K | Mar 31, 24 | -288 | -- |
| Point72 Middle East FZE | 2.55K | Dec 31, 23 | +2.55K | -- |
| Column Capital Advisors, LLC | 13.47K | Sep 30, 23 | -44 | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 7.56K | Sep 30, 23 | -466 | -- |
| BEDEL FINANCIAL CONSULTING INC | 6.45K | Sep 30, 23 | +6.45K | -- |
| Intercontinental Wealth Advisors, LLC | 8.84K | Jun 30, 23 | +46 | -- |
| First Capital Advisors Group, LLC. | 18 | Jun 30, 23 | +18 | -- |
| FourThought Financial, LLC | 47.48K | Sep 30, 22 | -15.40K | -- |
| Walthausen & Co., LLC | 13.88K | Sep 30, 22 | -8.21K | -- |
| AlphaCrest Capital Management LLC | 5.65K | Sep 30, 22 | +5.65K | -- |
| Hightower 6M Holding, LLC | 4.73K | Sep 30, 22 | +4.73K | -- |
| Covington Capital Management | 34 | Sep 30, 22 | +34 | -- |
| Fieldpoint Private Securities, LLC | 807 | Jun 30, 22 | -27 | -- |
| Private Capital Group, LLC | 77 | Jun 30, 22 | -- | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 57.96K | Mar 31, 22 | +6.78K | -- |
| Amalgamated Financial Corp. | 11.30K | Mar 31, 22 | +11.30K | -- |
| Carroll Financial Associates, Inc. | 80 | Dec 31, 21 | -- | -- |
| NEXT Financial Group, Inc | 27 | Dec 31, 21 | +27 | -- |
| Aperio Group, LLC | 12.18K | Dec 31, 20 | -199 | -- |
| Xact Kapitalforvaltning AB | 10.53K | Mar 31, 20 | -- | -- |
| CS MCKEE LP | 29.20K | Dec 31, 19 | +770 | -- |
| Advisor Group, Inc. | 2.50K | Dec 31, 19 | +477 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 148 | Dec 31, 19 | +82 | -- |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 116.42K | Mar 31, 19 | -149 | -- |
| TEACHERS ADVISORS, LLC | 50.72K | Mar 31, 19 | +1.80K | -- |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -493 | -- |
| COLUMBIA WANGER ASSET MANAGEMENT LLC | 311.78K | Dec 31, 17 | +18.56K | -- |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -25.30K | -- |
| Commonwealth Equity Services, Inc | 5.02K | Jun 30, 17 | +201 | -- |
| Airain ltd | 4.98K | Jun 30, 17 | +4.98K | -- |
| BlackRock Fund Advisors | 797.28K | Dec 31, 16 | +123.02K | -- |
| BlackRock Institutional Trust Company, N.A. | 756.16K | Dec 31, 16 | +6.51K | -- |
| BlackRock Investment Management, LLC | 103.39K | Dec 31, 16 | -1.02K | -- |
| BlackRock Group LTD | 20.62K | Dec 31, 16 | +1.01K | -- |
| BLACKROCK ADVISORS LLC | 13.13K | Dec 31, 16 | +43 | -- |
| MSI Financial Services Inc | 118 | Dec 31, 16 | -- | -- |
| VIRGINIA RETIREMENT SYSTEM | 9.80K | Mar 31, 16 | +9.80K | -- |
| RUSSELL FRANK CO/ | 273 | Mar 31, 16 | -4.22K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 29.32K | Jun 30, 15 | +724 | -- |
| SEI TRUST CO | 3.40K | Sep 30, 14 | +1.41K | -- |
| UBS AG | 138 | Sep 30, 14 | -- | -- |
| QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | -- | Sep 30, 14 | -71.07K | -- |
| GALAXY CAPITAL TRADING LTD | 300 | Dec 31, 13 | +300 | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 6.80K | Sep 30, 13 | +6.80K | -- |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 8.13K | Mar 31, 13 | +305 | -- |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 5.96K | Dec 31, 04 | +5.96K | -- |