LKFN(LKFN)
LKFN
Institutional Ownership
Top 310 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Boston Trust Walden Corp | 303.94K | Mar 31, 26 | -40.38K | 1.22% |
| MONARCH CAPITAL MANAGEMENT INC/ | 147.96K | Mar 31, 26 | -5.51K | 0.59% |
| ProShare Advisors LLC | 112.87K | Mar 31, 26 | +6.36K | 0.45% |
| Nuveen, LLC | 96.48K | Mar 31, 26 | +12.79K | 0.39% |
| John W. Rosenthal Capital Management, Inc. | 42.85K | Mar 31, 26 | -- | 0.17% |
| THRIVENT FINANCIAL FOR LUTHERANS | 22.71K | Mar 31, 26 | -708 | 0.09% |
| Uncommon Cents Investing LLC | 15.27K | Mar 31, 26 | -- | 0.06% |
| State of Alaska, Department of Revenue | 13.47K | Mar 31, 26 | -511 | 0.05% |
| FORVIS Wealth Advisors, LLC | 11.72K | Mar 31, 26 | -36 | 0.05% |
| SG Americas Securities, LLC | 11.36K | Mar 31, 26 | -3.22K | 0.05% |
| Louisiana State Employees Retirement System | 11.20K | Mar 31, 26 | -500 | 0.04% |
| FIFTH THIRD BANCORP | 10.20K | Mar 31, 26 | +10.06K | 0.04% |
| Pathway Financial Advisers, LLC | 9.28K | Mar 31, 26 | -- | 0.04% |
| Inspire Investing, LLC | 8.96K | Mar 31, 26 | +743 | 0.04% |
| Arizona State Retirement System | 7.01K | Mar 31, 26 | -125 | 0.03% |
| KFG WEALTH MANAGEMENT, LLC | 6.83K | Mar 31, 26 | -- | 0.03% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 6.74K | Mar 31, 26 | -111 | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 6.47K | Mar 31, 26 | -- | 0.03% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6.24K | Mar 31, 26 | -83 | 0.03% |
| CX Institutional | 6.05K | Mar 31, 26 | -- | 0.02% |
| Handelsbanken Fonder AB | 6.03K | Mar 31, 26 | -- | 0.02% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5.74K | Mar 31, 26 | -100 | 0.02% |
| KLP KAPITALFORVALTNING AS | 5.50K | Mar 31, 26 | -- | 0.02% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5.29K | Mar 31, 26 | -855 | 0.02% |
| SAPIENT CAPITAL LLC | 3.95K | Mar 31, 26 | -- | 0.02% |
| PERSONAL CFO SOLUTIONS, LLC | 3.86K | Mar 31, 26 | +91 | 0.02% |
| Pictet Asset Management Holding SA | 3.77K | Mar 31, 26 | -71 | 0.02% |
| FIRST MERCHANTS CORP | 3.50K | Mar 31, 26 | +3.50K | 0.01% |
| CLEAR STREET MARKETS LLC | 1.50K | Mar 31, 26 | +1.50K | 0.01% |
| GAMMA Investing LLC | 1.44K | Mar 31, 26 | -349 | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 557 | Mar 31, 26 | +149 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 516 | Mar 31, 26 | +281 | 0.00% |
| Ronald Blue Trust, Inc. | 477 | Mar 31, 26 | +93 | 0.00% |
| Sterling Capital Management LLC | 456 | Mar 31, 26 | -285 | 0.00% |
| Indiana Trust & Investment Management CO | 400 | Mar 31, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 392 | Mar 31, 26 | -- | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 351 | Mar 31, 26 | +29 | 0.00% |
| MATHER GROUP, LLC. | 183 | Mar 31, 26 | +183 | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 169 | Mar 31, 26 | +64 | 0.00% |
| FIRST HORIZON CORP | 124 | Mar 31, 26 | +35 | 0.00% |
| Retirement Wealth Solutions LLC | 123 | Mar 31, 26 | -87 | 0.00% |
| Farther Finance Advisors, LLC | 82 | Mar 31, 26 | +59 | 0.00% |
| Physician Wealth Advisors, Inc. | 79 | Mar 31, 26 | -9 | 0.00% |
| Root Financial Partners, LLC | 73 | Mar 31, 26 | +9 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 55 | Mar 31, 26 | +55 | 0.00% |
| Versant Capital Management, Inc | 51 | Mar 31, 26 | +51 | 0.00% |
| Red Tortoise LLC | 50 | Mar 31, 26 | -- | 0.00% |
| WPG Advisers, LLC | 50 | Mar 31, 26 | -- | 0.00% |
| Whipplewood Advisors, LLC | 46 | Mar 31, 26 | +46 | 0.00% |
| IFP Advisors, Inc | 43 | Mar 31, 26 | -57 | 0.00% |
| SIGNATUREFD, LLC | 27 | Mar 31, 26 | -3 | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 15 | Mar 31, 26 | -- | 0.00% |
| True Wealth Design, LLC | 6 | Mar 31, 26 | -4 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 4 | Mar 31, 26 | -6 | 0.00% |
| Abound Wealth Management | 3 | Mar 31, 26 | -- | 0.00% |
| Fortitude Family Office, LLC | 3 | Mar 31, 26 | +1 | 0.00% |
| SJS Investment Consulting Inc. | 1 | Mar 31, 26 | -- | 0.00% |
| Sippican Capital Advisors | -- | Mar 31, 26 | -17.16K | -- |
| Assenagon Asset Management S.A. | -- | Mar 31, 26 | -39.45K | -- |
| Bay Harbor Wealth Management, LLC | -- | Mar 31, 26 | -1 | -- |
| HSBC HOLDINGS PLC | -- | Mar 31, 26 | -11.51K | -- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | -- | Mar 31, 26 | -8 | -- |
| BlackRock, Inc. | 3.56M | Dec 31, 25 | +34.00K | 14.29% |
| VANGUARD GROUP INC | 1.89M | Dec 31, 25 | +19.97K | 7.58% |
| Neuberger Berman Group LLC | 1.78M | Dec 31, 25 | -105.77K | 7.16% |
| STATE STREET CORP | 1.27M | Dec 31, 25 | -52.50K | 5.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.05M | Dec 31, 25 | +15.61K | 4.21% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 724.94K | Dec 31, 25 | -135.33K | 2.91% |
| DIMENSIONAL FUND ADVISORS LP | 706.22K | Dec 31, 25 | -19.98K | 2.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 617.75K | Dec 31, 25 | -1.68K | 2.48% |
| Copeland Capital Management, LLC | 615.68K | Dec 31, 25 | -36.06K | 2.47% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 482.24K | Dec 31, 25 | -11.22K | 1.94% |
| NFJ INVESTMENT GROUP, LLC | 449.24K | Dec 31, 25 | -25.85K | 1.80% |
| NORTHERN TRUST CORP | 330.00K | Dec 31, 25 | -16.19K | 1.32% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 327.36K | Dec 31, 25 | -2.00K | 1.31% |
| BANK OF AMERICA CORP /DE/ | 306.83K | Dec 31, 25 | -14.21K | 1.23% |
| AMERIPRISE FINANCIAL INC | 297.79K | Dec 31, 25 | +21.86K | 1.20% |
| RAYMOND JAMES FINANCIAL INC | 293.81K | Dec 31, 25 | -30.39K | 1.18% |
| MORGAN STANLEY | 254.06K | Dec 31, 25 | +71.14K | 1.02% |
| GOLDMAN SACHS GROUP INC | 251.47K | Dec 31, 25 | +71.06K | 1.01% |
| Bank of New York Mellon Corp | 207.60K | Dec 31, 25 | +12.04K | 0.83% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 199.76K | Dec 31, 25 | -- | 0.80% |
| FMR LLC | 194.18K | Dec 31, 25 | +38.80K | 0.78% |
| TWO SIGMA INVESTMENTS, LP | 180.88K | Dec 31, 25 | +68.68K | 0.73% |
| Qube Research & Technologies Ltd | 173.43K | Dec 31, 25 | +94.83K | 0.70% |
| KENNEDY CAPITAL MANAGEMENT LLC | 159.24K | Dec 31, 25 | +26.48K | 0.64% |
| Aptus Capital Advisors, LLC | 153.71K | Dec 31, 25 | +669 | 0.62% |
| RENAISSANCE TECHNOLOGIES LLC | 130.23K | Dec 31, 25 | +71.61K | 0.52% |
| PRINCIPAL FINANCIAL GROUP INC | 121.88K | Dec 31, 25 | -1.45K | 0.49% |
| AMERICAN CENTURY COMPANIES INC | 118.00K | Dec 31, 25 | -8.24K | 0.47% |
| ENVESTNET ASSET MANAGEMENT INC | 116.63K | Dec 31, 25 | -12.02K | 0.47% |
| Invesco Ltd. | 105.49K | Dec 31, 25 | -2.64K | 0.42% |
| JANE STREET GROUP, LLC | 98.37K | Dec 31, 25 | +38.71K | 0.39% |
| TUDOR INVESTMENT CORP ET AL | 94.92K | Dec 31, 25 | +94.92K | 0.38% |
| Point72 Asset Management, L.P. | 88.87K | Dec 31, 25 | +80.47K | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 88.40K | Dec 31, 25 | -11.14K | 0.35% |
| JPMORGAN CHASE & CO | 84.18K | Dec 31, 25 | -27.03K | 0.34% |
| TWO SIGMA ADVISERS, LP | 82.40K | Dec 31, 25 | +43.40K | 0.33% |
| CITADEL ADVISORS LLC | 82.14K | Dec 31, 25 | +51.61K | 0.33% |
| MILLENNIUM MANAGEMENT LLC | 82.13K | Dec 31, 25 | +49.02K | 0.33% |
| WELLS FARGO & COMPANY/MN | 81.37K | Dec 31, 25 | +16.32K | 0.33% |
| AQR CAPITAL MANAGEMENT LLC | 80.62K | Dec 31, 25 | -37.98K | 0.32% |
| D. E. Shaw & Co., Inc. | 76.50K | Dec 31, 25 | +23.20K | 0.31% |
| RHUMBLINE ADVISERS | 74.31K | Dec 31, 25 | -3.59K | 0.30% |
| Legal & General Group Plc | 63.05K | Dec 31, 25 | -5.23K | 0.25% |
| FIRST TRUST ADVISORS LP | 56.76K | Dec 31, 25 | +6.86K | 0.23% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 50.53K | Dec 31, 25 | -30.64K | 0.20% |
| Swiss National Bank | 50.45K | Dec 31, 25 | +1.00K | 0.20% |
| 1ST SOURCE BANK | 48.74K | Dec 31, 25 | -- | 0.20% |
| ROYAL BANK OF CANADA | 47.91K | Dec 31, 25 | -5.67K | 0.19% |
| UBS ASSET MANAGEMENT AMERICAS INC | 47.49K | Dec 31, 25 | +2.86K | 0.19% |
| SEI INVESTMENTS CO | 46.45K | Dec 31, 25 | +3.10K | 0.19% |
| BARCLAYS PLC | 46.05K | Dec 31, 25 | +8.63K | 0.18% |
| STIFEL FINANCIAL CORP | 42.83K | Dec 31, 25 | -3.94K | 0.17% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 42.30K | Dec 31, 25 | +42.30K | 0.17% |
| Allspring Global Investments Holdings, LLC | 41.86K | Dec 31, 25 | +18.13K | 0.17% |
| UBS Group AG | 38.09K | Dec 31, 25 | -41.72K | 0.15% |
| CITIGROUP INC | 37.82K | Dec 31, 25 | +10.14K | 0.15% |
| Campbell & CO Investment Adviser LLC | 36.19K | Dec 31, 25 | +32.10K | 0.15% |
| Squarepoint Ops LLC | 33.30K | Dec 31, 25 | -3.84K | 0.13% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 32.59K | Dec 31, 25 | +6.26K | 0.13% |
| Quest Partners LLC | 32.55K | Dec 31, 25 | +20.99K | 0.13% |
| Bridge City Capital, LLC | 30.74K | Dec 31, 25 | -4.93K | 0.12% |
| Trexquant Investment LP | 30.73K | Dec 31, 25 | +6.91K | 0.12% |
| MARSHALL WACE, LLP | 29.48K | Dec 31, 25 | +29.48K | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 26.92K | Dec 31, 25 | -- | 0.11% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 24.94K | Dec 31, 25 | +1.37K | 0.10% |
| Cetera Investment Advisers | 24.56K | Dec 31, 25 | -874 | 0.10% |
| PRUDENTIAL FINANCIAL INC | 23.92K | Dec 31, 25 | -1.72K | 0.10% |
| Mirae Asset Global Investments Co., Ltd. | 23.08K | Dec 31, 25 | -730 | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 23.07K | Dec 31, 25 | +1.27K | 0.09% |
| HEARTLAND ADVISORS INC | 22.74K | Dec 31, 25 | -309 | 0.09% |
| Verition Fund Management LLC | 22.71K | Dec 31, 25 | +22.71K | 0.09% |
| DEUTSCHE BANK AG\ | 21.14K | Dec 31, 25 | -1.92K | 0.08% |
| WINTON GROUP Ltd | 20.74K | Dec 31, 25 | +221 | 0.08% |
| ExodusPoint Capital Management, LP | 20.36K | Dec 31, 25 | +8.52K | 0.08% |
| SYM FINANCIAL Corp | 19.31K | Dec 31, 25 | -502 | 0.08% |
| Rafferty Asset Management, LLC | 18.74K | Dec 31, 25 | -7.90K | 0.08% |
| NEW YORK STATE COMMON RETIREMENT FUND | 17.88K | Dec 31, 25 | -- | 0.07% |
| Man Group plc | 17.36K | Dec 31, 25 | +17.36K | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.00K | Dec 31, 25 | -1.30K | 0.06% |
| Russell Investments Group, Ltd. | 15.28K | Dec 31, 25 | +118 | 0.06% |
| XTX Topco Ltd | 13.94K | Dec 31, 25 | +13.94K | 0.06% |
| MetLife Investment Management, LLC | 13.74K | Dec 31, 25 | -1.25K | 0.06% |
| Illinois Municipal Retirement Fund | 13.66K | Dec 31, 25 | -287 | 0.05% |
| Elo Mutual Pension Insurance Co | 13.33K | Dec 31, 25 | +13.33K | 0.05% |
| LPL Financial LLC | 13.21K | Dec 31, 25 | +891 | 0.05% |
| JANUS HENDERSON GROUP PLC | 12.25K | Dec 31, 25 | -- | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11.71K | Dec 31, 25 | +24 | 0.05% |
| BNP PARIBAS ARBITRAGE, SNC | 11.51K | Dec 31, 25 | -6.21K | 0.05% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11.35K | Dec 31, 25 | -724 | 0.05% |
| Fi3 FINANCIAL ADVISORS, LLC | 11.18K | Dec 31, 25 | -102 | 0.04% |
| Cerity Partners LLC | 10.46K | Dec 31, 25 | -3.23K | 0.04% |
| Engineers Gate Manager LP | 10.04K | Dec 31, 25 | +3.23K | 0.04% |
| Smartleaf Asset Management LLC | 9.96K | Dec 31, 25 | -190 | 0.04% |
| Quantbot Technologies LP | 9.92K | Dec 31, 25 | +3.06K | 0.04% |
| COMERICA BANK | 9.86K | Dec 31, 25 | -1.81K | 0.04% |
| INTECH INVESTMENT MANAGEMENT LLC | 9.82K | Dec 31, 25 | -1.08K | 0.04% |
| BALYASNY ASSET MANAGEMENT L.P. | 9.27K | Dec 31, 25 | -10.95K | 0.04% |
| Aquatic Capital Management LLC | 8.58K | Dec 31, 25 | +5.26K | 0.03% |
| IEQ CAPITAL, LLC | 8.46K | Dec 31, 25 | -6.53K | 0.03% |
| HighTower Advisors, LLC | 8.45K | Dec 31, 25 | -124 | 0.03% |
| Snowden Capital Advisors LLC | 8.18K | Dec 31, 25 | -1.26K | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.52K | Dec 31, 25 | -267 | 0.03% |
| Numerai GP LLC | 7.44K | Dec 31, 25 | -4.99K | 0.03% |
| AMALGAMATED BANK | 7.41K | Dec 31, 25 | -118 | 0.03% |
| DARK FOREST CAPITAL MANAGEMENT LP | 7.23K | Dec 31, 25 | -31.42K | 0.03% |
| CHOREO, LLC | 6.73K | Dec 31, 25 | -213 | 0.03% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 6.63K | Dec 31, 25 | -- | 0.03% |
| BESSEMER GROUP INC | 6.55K | Dec 31, 25 | +35 | 0.03% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 6.40K | Dec 31, 25 | -850 | 0.03% |
| State of Tennessee, Treasury Department | 5.80K | Dec 31, 25 | -458 | 0.02% |
| Quantinno Capital Management LP | 5.68K | Dec 31, 25 | +820 | 0.02% |
| Brevan Howard Capital Management LP | 5.49K | Dec 31, 25 | -1.24K | 0.02% |
| iSAM Funds (UK) Ltd | 5.22K | Dec 31, 25 | +5.22K | 0.02% |
| HRT FINANCIAL LP | 4.91K | Dec 31, 25 | -5.36K | 0.02% |
| Legato Capital Management LLC | 4.86K | Dec 31, 25 | -4.49K | 0.02% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.86K | Dec 31, 25 | -- | 0.02% |
| VOYA INVESTMENT MANAGEMENT LLC | 4.79K | Dec 31, 25 | -- | 0.02% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4.72K | Dec 31, 25 | -250 | 0.02% |
| Schonfeld Strategic Advisors LLC | 4.71K | Dec 31, 25 | -11.07K | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 4.60K | Dec 31, 25 | -398 | 0.02% |
| Arkadios Wealth Advisors | 4.49K | Dec 31, 25 | +533 | 0.02% |
| CWM, LLC | 4.40K | Dec 31, 25 | -834 | 0.02% |
| Security Financial Services, INC. | 4.22K | Dec 31, 25 | -7.25K | 0.02% |
| VICTORY CAPITAL MANAGEMENT INC | 4.01K | Dec 31, 25 | -751.79K | 0.02% |
| CANADA PENSION PLAN INVESTMENT BOARD | 4.00K | Dec 31, 25 | +4.00K | 0.02% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3.90K | Dec 31, 25 | -- | 0.02% |
| Jump Financial, LLC | 3.77K | Dec 31, 25 | +3.77K | 0.02% |
| Maryland State Retirement & Pension System | 3.74K | Dec 31, 25 | +66 | 0.01% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 3.32K | Dec 31, 25 | -- | 0.01% |
| Tower Research Capital LLC (TRC) | 2.59K | Dec 31, 25 | +1.72K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.59K | Dec 31, 25 | -97 | 0.01% |
| State of Wyoming | 2.43K | Dec 31, 25 | +348 | 0.01% |
| Ensign Peak Advisors, Inc | 2.14K | Dec 31, 25 | -4.15K | 0.01% |
| US BANCORP \DE\ | 2.14K | Dec 31, 25 | -70 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 2.11K | Dec 31, 25 | -131 | 0.01% |
| Ameritas Investment Partners, Inc. | 2.10K | Dec 31, 25 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.00K | Dec 31, 25 | +2 | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 1.14K | Dec 31, 25 | +1.14K | 0.00% |
| KBC Group NV | 998 | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | 996 | Dec 31, 25 | +541 | 0.00% |
| Rockefeller Capital Management L.P. | 729 | Dec 31, 25 | +210 | 0.00% |
| SRS Capital Advisors, Inc. | 585 | Dec 31, 25 | -5.97K | 0.00% |
| CBIZ Investment Advisory Services, LLC | 452 | Dec 31, 25 | -3 | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 381 | Dec 31, 25 | -625 | 0.00% |
| EverSource Wealth Advisors, LLC | 373 | Dec 31, 25 | -274 | 0.00% |
| Bank of Jackson Hole Trust | 275 | Dec 31, 25 | -- | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 256 | Dec 31, 25 | +8 | 0.00% |
| UMB Bank, n.a. | 254 | Dec 31, 25 | +184 | 0.00% |
| Cornerstone Planning Group LLC | 251 | Dec 31, 25 | -- | 0.00% |
| Salomon & Ludwin, LLC | 248 | Dec 31, 25 | +77 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 231 | Dec 31, 25 | -241 | 0.00% |
| CIBC Private Wealth Group, LLC | 226 | Dec 31, 25 | +6 | 0.00% |
| BNP Paribas Asset Management Holding S.A. | 143 | Dec 31, 25 | +143 | 0.00% |
| Allworth Financial LP | 114 | Dec 31, 25 | -40 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 98 | Dec 31, 25 | -5 | 0.00% |
| Quarry LP | 87 | Dec 31, 25 | -132 | 0.00% |
| Optiver Holding B.V. | 58 | Dec 31, 25 | -44 | 0.00% |
| Parkside Financial Bank & Trust | 42 | Dec 31, 25 | -75 | 0.00% |
| TD Capital Management LLC | 31 | Dec 31, 25 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 29 | Dec 31, 25 | -3 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 29 | Dec 31, 25 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | Dec 31, 25 | -70 | 0.00% |
| Bare Financial Services, Inc | 26 | Dec 31, 25 | +26 | 0.00% |
| MAI Capital Management | 21 | Dec 31, 25 | +21 | 0.00% |
| Covestor Ltd | 9 | Dec 31, 25 | +9 | 0.00% |
| Bruce G. Allen Investments, LLC | 5 | Dec 31, 25 | +5 | 0.00% |
| Rialto Wealth Management, LLC | 3 | Dec 31, 25 | +2 | 0.00% |
| Bedel Financial Consulting, Inc. | -- | Dec 31, 25 | -5.80K | -- |
| Versor Investments LP | -- | Dec 31, 25 | -3.80K | -- |
| Mariner, LLC | -- | Dec 31, 25 | -3.97K | -- |
| Steward Partners Investment Advisory, LLC | -- | Dec 31, 25 | -34 | -- |
| GSA CAPITAL PARTNERS LLP | -- | Dec 31, 25 | -5.55K | -- |
| Larson Financial Group LLC | -- | Dec 31, 25 | -42 | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -177 | -- |
| Clearstead Trust, LLC | -- | Dec 31, 25 | -12 | -- |
| BROWN BROTHERS HARRIMAN & CO | -- | Dec 31, 25 | -88 | -- |
| Pathstone Holdings, LLC | -- | Dec 31, 25 | -6.76K | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Dec 31, 25 | -24 | -- |
| Tortoise Investment Management, LLC | -- | Dec 31, 25 | -1 | -- |
| Sanctuary Advisors, LLC | -- | Dec 31, 25 | -3.79K | -- |
| BANK OF MONTREAL /CAN/ | -- | Dec 31, 25 | -3.13K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -199 | -- |
| Sunbelt Securities, Inc. | -- | Dec 31, 25 | -5 | -- |
| MGB Wealth Management, LLC | -- | Dec 31, 25 | -4.03K | -- |
| New Age Alpha Advisors, LLC | -- | Dec 31, 25 | -23.81K | -- |
| Clearstead Advisors, LLC | -- | Dec 31, 25 | -161 | -- |
| Cubist Systematic Strategies, LLC | 37.61K | Sep 30, 25 | -39.53K | 0.15% |
| Point72 Asia (Singapore) Pte. Ltd. | 949 | Sep 30, 25 | +949 | 0.00% |
| Binnacle Investments Inc | 358 | Sep 30, 25 | +66 | 0.00% |
| Point72 Europe (London) LLP | 83 | Sep 30, 25 | +83 | 0.00% |
| Hemington Wealth Management | 82 | Sep 30, 25 | -- | 0.00% |
| Point72 (DIFC) Ltd | 27 | Sep 30, 25 | +27 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 7.10K | Jun 30, 25 | -608 | 0.03% |
| First Horizon Advisors, Inc. | 925 | Jun 30, 25 | +28 | 0.00% |
| Nuveen Asset Management, LLC | 82.36K | Dec 31, 24 | +13.84K | 0.33% |
| EAGLE ASSET MANAGEMENT INC | 250.14K | Sep 30, 24 | +56.93K | 1.00% |
| RAYMOND JAMES & ASSOCIATES | 84.35K | Sep 30, 24 | -13.87K | 0.34% |
| Raymond James Financial Services Advisors, Inc. | 12.34K | Sep 30, 24 | +4.74K | 0.05% |
| BlackRock Inc. | 3.67M | Jun 30, 24 | -77.22K | 14.75% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 66 | Jun 30, 24 | -- | 0.00% |
| CREDIT SUISSE AG/ | 41.33K | Mar 31, 24 | +2.30K | 0.17% |
| Cetera Advisors LLC | 10.79K | Mar 31, 24 | +91 | 0.04% |
| Cetera Advisor Networks LLC | 3.48K | Mar 31, 24 | -288 | 0.01% |
| Point72 Middle East FZE | 2.55K | Dec 31, 23 | +2.55K | 0.01% |
| Column Capital Advisors, LLC | 13.47K | Sep 30, 23 | -44 | 0.05% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 7.56K | Sep 30, 23 | -466 | 0.03% |
| BEDEL FINANCIAL CONSULTING INC | 6.45K | Sep 30, 23 | +6.45K | 0.03% |
| Intercontinental Wealth Advisors, LLC | 8.84K | Jun 30, 23 | +46 | 0.04% |
| First Capital Advisors Group, LLC. | 18 | Jun 30, 23 | +18 | 0.00% |
| FourThought Financial, LLC | 47.48K | Sep 30, 22 | -15.40K | 0.19% |
| Walthausen & Co., LLC | 13.88K | Sep 30, 22 | -8.21K | 0.06% |
| AlphaCrest Capital Management LLC | 5.65K | Sep 30, 22 | +5.65K | 0.02% |
| Hightower 6M Holding, LLC | 4.73K | Sep 30, 22 | +4.73K | 0.02% |
| Covington Capital Management | 34 | Sep 30, 22 | +34 | 0.00% |
| Fieldpoint Private Securities, LLC | 807 | Jun 30, 22 | -27 | 0.00% |
| Private Capital Group, LLC | 77 | Jun 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 57.96K | Mar 31, 22 | +6.78K | 0.23% |
| Amalgamated Financial Corp. | 11.30K | Mar 31, 22 | +11.30K | 0.05% |
| Carroll Financial Associates, Inc. | 80 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 27 | Dec 31, 21 | +27 | 0.00% |
| Aperio Group, LLC | 12.18K | Dec 31, 20 | -199 | 0.05% |
| Xact Kapitalforvaltning AB | 10.53K | Mar 31, 20 | -- | 0.04% |
| CS MCKEE LP | 29.20K | Dec 31, 19 | +770 | 0.12% |
| Advisor Group, Inc. | 2.50K | Dec 31, 19 | +477 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 148 | Dec 31, 19 | +82 | 0.00% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 116.42K | Mar 31, 19 | -149 | 0.47% |
| TEACHERS ADVISORS, LLC | 50.72K | Mar 31, 19 | +1.80K | 0.20% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -493 | -- |
| COLUMBIA WANGER ASSET MANAGEMENT LLC | 311.78K | Dec 31, 17 | +18.56K | 1.25% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -25.30K | -- |
| Commonwealth Equity Services, Inc | 5.02K | Jun 30, 17 | +201 | 0.02% |
| Airain ltd | 4.98K | Jun 30, 17 | +4.98K | 0.02% |
| BlackRock Fund Advisors | 797.28K | Dec 31, 16 | +123.02K | 3.20% |
| BlackRock Institutional Trust Company, N.A. | 756.16K | Dec 31, 16 | +6.51K | 3.04% |
| BlackRock Investment Management, LLC | 103.39K | Dec 31, 16 | -1.02K | 0.41% |
| BlackRock Group LTD | 20.62K | Dec 31, 16 | +1.01K | 0.08% |
| BLACKROCK ADVISORS LLC | 13.13K | Dec 31, 16 | +43 | 0.05% |
| MSI Financial Services Inc | 118 | Dec 31, 16 | -- | 0.00% |
| VIRGINIA RETIREMENT SYSTEM | 9.80K | Mar 31, 16 | +9.80K | 0.04% |
| RUSSELL FRANK CO/ | 273 | Mar 31, 16 | -4.22K | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 29.32K | Jun 30, 15 | +724 | 0.12% |
| SEI TRUST CO | 3.40K | Sep 30, 14 | +1.41K | 0.01% |
| UBS AG | 138 | Sep 30, 14 | -- | 0.00% |
| QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | -- | Sep 30, 14 | -71.07K | -- |
| GALAXY CAPITAL TRADING LTD | 300 | Dec 31, 13 | +300 | 0.00% |
| STIFEL NICOLAUS & CO INC \MO\ | 6.80K | Sep 30, 13 | +6.80K | 0.03% |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 8.13K | Mar 31, 13 | +305 | 0.03% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 5.96K | Dec 31, 04 | +5.96K | 0.02% |