Limoneira Company(LMNR)

$13.85—

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Limoneira Company(LMNR)

NASDAQ

$13.85—

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LMNR(LMNR)

LMNR

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Institutional Ownership

Top 164 Institutional Holders

Holder	Shares	Date	Change	% Held
Global Alpha Capital Management Ltd.	2.90M	Jun 30, 26	-27.72K	15.99%
BlackRock, Inc.	1.15M	Jun 30, 26	+40.28K	6.33%
VANGUARD CAPITAL MANAGEMENT LLC	715.09K	Jun 30, 26	-73.05K	3.94%
FIRST WILSHIRE SECURITIES MANAGEMENT INC	586.54K	Jun 30, 26	+8.48K	3.23%
AMERIPRISE FINANCIAL INC	517.57K	Jun 30, 26	+517.57K	2.85%
GEODE CAPITAL MANAGEMENT, LLC	414.57K	Jun 30, 26	-2.23K	2.29%
DIMENSIONAL FUND ADVISORS LP	369.93K	Jun 30, 26	-58.68K	2.04%
STATE STREET CORP	346.29K	Jun 30, 26	+12.79K	1.91%
Peapod Lane Capital LLC	340.88K	Jun 30, 26	+92.54K	1.88%
Riverwater Partners LLC	337.44K	Jun 30, 26	+8.25K	1.86%
GAMCO INVESTORS, INC. ET AL	293.20K	Jun 30, 26	--	1.62%
MORGAN STANLEY	218.77K	Jun 30, 26	+101.32K	1.21%
Quinn Opportunity Partners LLC	180.36K	Jun 30, 26	--	0.99%
FLAX POND CAPITAL, LLC	180.01K	Jun 30, 26	+8.88K	0.99%
WHITE PINE CAPITAL LLC	154.40K	Jun 30, 26	+39.35K	0.85%
GABELLI FUNDS LLC	149.50K	Jun 30, 26	--	0.82%
NORTHERN TRUST CORP	142.46K	Jun 30, 26	+4.52K	0.79%
VANGUARD PORTFOLIO MANAGEMENT LLC	112.34K	Jun 30, 26	+15.99K	0.62%
Teton Advisors, LLC	111.00K	Jun 30, 26	-2.00K	0.61%
VANGUARD FIDUCIARY TRUST CO	108.14K	Jun 30, 26	+5.09K	0.60%
Cinctive Capital Management LP	96.45K	Jun 30, 26	+25	0.53%
CITADEL ADVISORS LLC	89.89K	Jun 30, 26	-39.98K	0.50%
Quantinno Capital Management LP	88.60K	Jun 30, 26	+25.85K	0.49%
Robertson Stephens Wealth Management, LLC	88.20K	Jun 30, 26	--	0.49%
Federation des caisses Desjardins du Quebec	75.33K	Jun 30, 26	--	0.42%
Rathbones Group PLC	73.36K	Jun 30, 26	--	0.40%
UBS Group AG	65.40K	Jun 30, 26	+33.92K	0.36%
SFE Investment Counsel	60.01K	Jun 30, 26	--	0.33%
D. E. Shaw & Co., Inc.	59.79K	Jun 30, 26	-4.55K	0.33%
AQR CAPITAL MANAGEMENT LLC	56.71K	Jun 30, 26	+33.80K	0.31%
Nuveen, LLC	54.79K	Jun 30, 26	--	0.30%
GOLDMAN SACHS GROUP INC	52.12K	Jun 30, 26	-20.37K	0.29%
Bank of New York Mellon Corp	50.16K	Jun 30, 26	+9.72K	0.28%
Advisors Asset Management, Inc.	48.85K	Jun 30, 26	-1.08K	0.27%
ENVESTNET ASSET MANAGEMENT INC	46.58K	Jun 30, 26	+12.54K	0.26%
Marquette Asset Management, LLC	46.34K	Jun 30, 26	+46.34K	0.26%
Sixth Street Partners Management Company, L.P.	42.02K	Jun 30, 26	+42.02K	0.23%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	42.02K	Jun 30, 26	-1.37K	0.23%
Mutual Advisors, LLC	40.00K	Jun 30, 26	--	0.22%
Sowell Financial Services LLC	39.16K	Jun 30, 26	--	0.22%
AMERICAN CENTURY COMPANIES INC	39.13K	Jun 30, 26	-221	0.22%
Stratos Wealth Partners, LTD.	31.54K	Jun 30, 26	+5.00K	0.17%
Vident Advisory, LLC	28.82K	Jun 30, 26	--	0.16%
FULLER & THALER ASSET MANAGEMENT, INC.	28.68K	Jun 30, 26	-265	0.16%
FIRST INTERSTATE BANK	25.00K	Jun 30, 26	--	0.14%
WELLS FARGO & COMPANY/MN	24.17K	Jun 30, 26	+7.78K	0.13%
WEDBUSH SECURITIES INC	22.59K	Jun 30, 26	+22.59K	0.12%
RHUMBLINE ADVISERS	21.30K	Jun 30, 26	+214	0.12%
XTX Topco Ltd	19.84K	Jun 30, 26	-6.92K	0.11%
WHITTIER TRUST CO	18.98K	Jun 30, 26	--	0.10%
Invesco Ltd.	18.68K	Jun 30, 26	-2.41K	0.10%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	17.00K	Jun 30, 26	--	0.09%
R Squared Ltd	16.90K	Jun 30, 26	+16.90K	0.09%
DEUTSCHE BANK AG\	16.39K	Jun 30, 26	+4.35K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.80K	Jun 30, 26	-12.00K	0.09%
FMR LLC	14.47K	Jun 30, 26	+10.26K	0.08%
Parvin Asset Management, LLC	13.75K	Jun 30, 26	+1.27K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	13.37K	Jun 30, 26	+2.88K	0.07%
EntryPoint Capital, LLC	13.29K	Jun 30, 26	+2.72K	0.07%
Abel Hall, LLC	13.26K	Jun 30, 26	+13.26K	0.07%
BANK OF AMERICA CORP /DE/	12.67K	Jun 30, 26	-3.89K	0.07%
PRICE T ROWE ASSOCIATES INC /MD/	12.08K	Jun 30, 26	+488	0.07%
EVERETT HARRIS & CO /CA/	11.77K	Jun 30, 26	-8.44K	0.06%
Schonfeld Strategic Advisors LLC	11.76K	Jun 30, 26	-202	0.06%
Trexquant Investment LP	10.86K	Jun 30, 26	+10.86K	0.06%
HSBC HOLDINGS PLC	10.54K	Jun 30, 26	-905	0.06%
Russell Investments Group, Ltd.	9.74K	Jun 30, 26	-4.06K	0.05%
MetLife Investment Management, LLC	9.41K	Jun 30, 26	-358	0.05%
CITIGROUP INC	7.77K	Jun 30, 26	+7.00K	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	7.74K	Jun 30, 26	-163	0.04%
JPMORGAN CHASE & CO	7.63K	Jun 30, 26	-7.84K	0.04%
Vanguard Global Advisers, LLC	6.08K	Jun 30, 26	--	0.03%
Leonteq Securities AG	4.33K	Jun 30, 26	+940	0.02%
Police & Firemen's Retirement System of New Jersey	3.60K	Jun 30, 26	--	0.02%
BNP PARIBAS ARBITRAGE, SNC	3.38K	Jun 30, 26	-210	0.02%
Versant Capital Management, Inc	3.15K	Jun 30, 26	-46	0.02%
BARCLAYS PLC	2.49K	Jun 30, 26	-4.13K	0.01%
TRUST CO OF VERMONT	2.49K	Jun 30, 26	+2.49K	0.01%
SRS Capital Advisors, Inc.	1.54K	Jun 30, 26	+1.13K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.52K	Jun 30, 26	+965	0.01%
Legal & General Group Plc	1.47K	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	1.45K	Jun 30, 26	--	0.01%
WHITTIER TRUST CO OF NEVADA INC	1.00K	Jun 30, 26	--	0.01%
Tower Research Capital LLC (TRC)	998	Jun 30, 26	-2.26K	0.01%
NISA INVESTMENT ADVISORS, LLC	784	Jun 30, 26	--	0.00%
NEW YORK STATE COMMON RETIREMENT FUND	748	Jun 30, 26	--	0.00%
ROYAL BANK OF CANADA	651	Jun 30, 26	+555	0.00%
ADVISOR GROUP HOLDINGS, INC.	625	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	500	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	435	Jun 30, 26	+435	0.00%
HUNTINGTON NATIONAL BANK	391	Jun 30, 26	+391	0.00%
MASSMUTUAL TRUST CO FSB/ADV	379	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	376	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	339	Jun 30, 26	-212	0.00%
GAMMA Investing LLC	303	Jun 30, 26	+182	0.00%
SIMPLEX TRADING, LLC	241	Jun 30, 26	-174	0.00%
Allworth Financial LP	222	Jun 30, 26	+139	0.00%
Essential Partners LLC	120	Jun 30, 26	+86	0.00%
JONES FINANCIAL COMPANIES LLLP	118	Jun 30, 26	+78	0.00%
Avion Wealth	100	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	73	Jun 30, 26	+13	0.00%
FIFTH THIRD BANCORP	70	Jun 30, 26	+70	0.00%
CALDWELL SUTTER CAPITAL, INC.	54	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	50	Jun 30, 26	-4	0.00%
True Wealth Design, LLC	21	Jun 30, 26	+13	0.00%
Farther Finance Advisors, LLC	12	Jun 30, 26	+9	0.00%
ROTHSCHILD INVESTMENT LLC	6	Jun 30, 26	-27	0.00%
SJS Investment Consulting Inc.	6	Jun 30, 26	+5	0.00%
Clearstead Advisors, LLC	4	Jun 30, 26	+4	0.00%
JPL Wealth Management, LLC	2	Jun 30, 26	-115	0.00%
IFP Advisors, Inc	2	Jun 30, 26	-1	0.00%
Wealth Enhancement Trust Services, Inc.	2	Jun 30, 26	+2	0.00%
MARSHALL WACE, LLP	--	Jun 30, 26	-12.80K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-16.08K	--
VAN ECK ASSOCIATES CORP	--	Jun 30, 26	-3.06K	--
Aster Capital Management (DIFC) Ltd	--	Jun 30, 26	-3.77K	--
Ashton Thomas Private Wealth, LLC	--	Jun 30, 26	-11.88K	--
MAI Capital Management	--	Jun 30, 26	-12	--
HRT FINANCIAL LP	--	Jun 30, 26	-20.39K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-937	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-12.48K	--
Virtu Financial LLC	--	Jun 30, 26	-16.03K	--
Optiver Holding B.V.	--	Jun 30, 26	-160	--
Baker Ellis Asset Management LLC	--	Jun 30, 26	-18.80K	--
Byrne Asset Management LLC	--	Jun 30, 26	-12.67K	--
Wealth Preservation Advisors, LLC	--	Jun 30, 26	-5	--
CWM, LLC	6.19K	Mar 31, 26	+5.16K	0.03%
McIlrath & Eck, LLC	4.87K	Mar 31, 26	--	0.03%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	902	Mar 31, 26	-123	0.00%
Sunbelt Securities, Inc.	3	Mar 31, 26	+3	0.00%
VANGUARD GROUP INC	967.96K	Dec 31, 25	+6.83K	5.34%
TWO SIGMA ADVISERS, LP	20.00K	Dec 31, 25	-8.10K	0.11%
NJ State Employees Deferred Compensation Plan	28.00K	Sep 30, 25	--	0.15%
Point72 (DIFC) Ltd	--	Sep 30, 25	-366	--
Cubist Systematic Strategies, LLC	--	Sep 30, 25	-23.34K	--
Teton Advisors, Inc.	118.00K	Jun 30, 25	-2.00K	0.65%
Nuveen Asset Management, LLC	58.01K	Dec 31, 24	--	0.32%
Spartan Fund Management Inc.	321	Dec 31, 24	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	100	Dec 31, 24	+100	0.00%
PEAK6 Investments LLC	9.62K	Sep 30, 24	+9.62K	0.05%
BlackRock Inc.	1.14M	Jun 30, 24	-29.02K	6.31%
American Research & Management Co.	1.00K	Sep 30, 22	--	0.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	25.20K	Mar 31, 22	-4.57K	0.14%
Amalgamated Financial Corp.	2.08K	Mar 31, 22	+2.08K	0.01%
Berman Capital Advisors, LLC	--	Sep 30, 21	-59	--
FIRST INTERSTATE BANCSYSTEM INC	25.00K	Mar 31, 21	+25.00K	0.14%
Cornerstone Advisors, Inc.	303	Sep 30, 20	--	0.00%
Advisor Group, Inc.	1.00K	Dec 31, 19	--	0.01%
Cortina Asset Management, LLC	263.96K	Jun 30, 19	-1.97K	1.46%
Stevens First Principles Investment Advisors	4.17K	Jun 30, 19	--	0.02%
TIAA CREF INVESTMENT MANAGEMENT LLC	38.41K	Mar 31, 19	-6.60K	0.21%
TEACHERS ADVISORS, LLC	31.65K	Mar 31, 19	--	0.17%
Delpha Capital Management, LLC	--	Mar 31, 18	-328	--
Acrospire Investment Management LLC	--	Sep 30, 17	-5.21K	--
BlackRock Fund Advisors	383.56K	Dec 31, 16	+59.60K	2.12%
BlackRock Institutional Trust Company, N.A.	161.40K	Dec 31, 16	+15.54K	0.89%
BlackRock Investment Management, LLC	43.52K	Dec 31, 16	-521	0.24%
BLACKROCK ADVISORS LLC	6.75K	Dec 31, 16	+391	0.04%
Investors Capital Advisory Services	28.97K	Jun 30, 16	--	0.16%
RUSSELL FRANK CO/	25.87K	Mar 31, 16	-67.93K	0.14%
OTTER CREEK MANAGEMENT INC	93.13K	Sep 30, 15	-6.59K	0.51%
SOPHROSYNE CAPITAL LLC	3.00K	Sep 30, 15	--	0.02%
UBS AG	29.44K	Sep 30, 14	-1.71K	0.16%
Roaring Blue Lion Capital Management, L.P.	52.98K	Jun 30, 14	+10.62K	0.29%

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Holder

Date

Change

% Held

Global Alpha Capital Management Ltd.

2.90M

Jun 30, 26

-27.72K

15.99%

BlackRock, Inc.

1.15M

Jun 30, 26

+40.28K

6.33%

VANGUARD CAPITAL MANAGEMENT LLC

715.09K

Jun 30, 26

-73.05K

3.94%

FIRST WILSHIRE SECURITIES MANAGEMENT INC

586.54K

Jun 30, 26

+8.48K

3.23%

AMERIPRISE FINANCIAL INC

517.57K

Jun 30, 26

+517.57K

2.85%

GEODE CAPITAL MANAGEMENT, LLC

414.57K

Jun 30, 26

-2.23K

2.29%

DIMENSIONAL FUND ADVISORS LP

369.93K

Jun 30, 26

-58.68K

2.04%

STATE STREET CORP

346.29K

Jun 30, 26

+12.79K

1.91%

Peapod Lane Capital LLC

340.88K

Jun 30, 26

+92.54K

1.88%

Riverwater Partners LLC

337.44K

Jun 30, 26

+8.25K

1.86%

GAMCO INVESTORS, INC. ET AL

293.20K

Jun 30, 26

1.62%

MORGAN STANLEY

218.77K

Jun 30, 26

+101.32K

1.21%

Quinn Opportunity Partners LLC

180.36K

Jun 30, 26

0.99%

FLAX POND CAPITAL, LLC

180.01K

Jun 30, 26

+8.88K

0.99%

WHITE PINE CAPITAL LLC

154.40K

Jun 30, 26

+39.35K

0.85%

GABELLI FUNDS LLC

149.50K

Jun 30, 26

0.82%

NORTHERN TRUST CORP

142.46K

Jun 30, 26

+4.52K

0.79%

VANGUARD PORTFOLIO MANAGEMENT LLC

112.34K

Jun 30, 26

+15.99K

0.62%

Teton Advisors, LLC

111.00K

Jun 30, 26

-2.00K

0.61%

VANGUARD FIDUCIARY TRUST CO

108.14K

Jun 30, 26

+5.09K

0.60%

Cinctive Capital Management LP

96.45K

Jun 30, 26

+25

0.53%

CITADEL ADVISORS LLC

89.89K

Jun 30, 26

-39.98K

0.50%

Quantinno Capital Management LP

88.60K

Jun 30, 26

+25.85K

0.49%

Robertson Stephens Wealth Management, LLC

88.20K

Jun 30, 26

0.49%

Federation des caisses Desjardins du Quebec

75.33K

Jun 30, 26

0.42%

Rathbones Group PLC

73.36K

Jun 30, 26

0.40%

UBS Group AG

65.40K

Jun 30, 26

+33.92K

0.36%

SFE Investment Counsel

60.01K

Jun 30, 26

0.33%

D. E. Shaw & Co., Inc.

59.79K

Jun 30, 26

-4.55K

0.33%

AQR CAPITAL MANAGEMENT LLC

56.71K

Jun 30, 26

+33.80K

0.31%

Nuveen, LLC

54.79K

Jun 30, 26

0.30%

GOLDMAN SACHS GROUP INC

52.12K

Jun 30, 26

-20.37K

0.29%

Bank of New York Mellon Corp

50.16K

Jun 30, 26

+9.72K

0.28%

Advisors Asset Management, Inc.

48.85K

Jun 30, 26

-1.08K

0.27%

ENVESTNET ASSET MANAGEMENT INC

46.58K

Jun 30, 26

+12.54K

0.26%

Marquette Asset Management, LLC

46.34K

Jun 30, 26

+46.34K

0.26%

Sixth Street Partners Management Company, L.P.

42.02K

Jun 30, 26

+42.02K

0.23%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

42.02K

Jun 30, 26

-1.37K

0.23%

Mutual Advisors, LLC

40.00K

Jun 30, 26

0.22%

Sowell Financial Services LLC

39.16K

Jun 30, 26

0.22%

AMERICAN CENTURY COMPANIES INC

39.13K

Jun 30, 26

-221

0.22%

Stratos Wealth Partners, LTD.

31.54K

Jun 30, 26

+5.00K

0.17%

Vident Advisory, LLC

28.82K

Jun 30, 26

0.16%

FULLER & THALER ASSET MANAGEMENT, INC.

28.68K

Jun 30, 26

-265

0.16%

FIRST INTERSTATE BANK

25.00K

Jun 30, 26

0.14%

WELLS FARGO & COMPANY/MN

24.17K

Jun 30, 26

+7.78K

0.13%

WEDBUSH SECURITIES INC

22.59K

Jun 30, 26

+22.59K

0.12%

RHUMBLINE ADVISERS

21.30K

Jun 30, 26

+214

0.12%

XTX Topco Ltd

19.84K

Jun 30, 26

-6.92K

0.11%

WHITTIER TRUST CO

18.98K

Jun 30, 26

0.10%

Invesco Ltd.

18.68K

Jun 30, 26

-2.41K

0.10%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

17.00K

Jun 30, 26

0.09%

R Squared Ltd

16.90K

Jun 30, 26

+16.90K

0.09%

DEUTSCHE BANK AG\

16.39K

Jun 30, 26

+4.35K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

15.80K

Jun 30, 26

-12.00K

0.09%

FMR LLC

14.47K

Jun 30, 26

+10.26K

0.08%

Parvin Asset Management, LLC

13.75K

Jun 30, 26

+1.27K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

13.37K

Jun 30, 26

+2.88K

0.07%

EntryPoint Capital, LLC

13.29K

Jun 30, 26

+2.72K

0.07%

Abel Hall, LLC

13.26K

Jun 30, 26

+13.26K

0.07%

BANK OF AMERICA CORP /DE/

12.67K

Jun 30, 26

-3.89K

0.07%

PRICE T ROWE ASSOCIATES INC /MD/

12.08K

Jun 30, 26

+488

0.07%

EVERETT HARRIS & CO /CA/

11.77K

Jun 30, 26

-8.44K

0.06%

Schonfeld Strategic Advisors LLC

11.76K

Jun 30, 26

-202

0.06%

Trexquant Investment LP

10.86K

Jun 30, 26

+10.86K

0.06%

HSBC HOLDINGS PLC

10.54K

Jun 30, 26

-905

0.06%

Russell Investments Group, Ltd.

9.74K

Jun 30, 26

-4.06K

0.05%

MetLife Investment Management, LLC

9.41K

Jun 30, 26

-358

0.05%

CITIGROUP INC

7.77K

Jun 30, 26

+7.00K

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

7.74K

Jun 30, 26

-163

0.04%

JPMORGAN CHASE & CO

7.63K

Jun 30, 26

-7.84K

0.04%

Vanguard Global Advisers, LLC

6.08K

Jun 30, 26

0.03%

Leonteq Securities AG

4.33K

Jun 30, 26

+940

0.02%

Police & Firemen's Retirement System of New Jersey

3.60K

Jun 30, 26

0.02%

BNP PARIBAS ARBITRAGE, SNC

3.38K

Jun 30, 26

-210

0.02%

Versant Capital Management, Inc

3.15K

Jun 30, 26

-46

0.02%

BARCLAYS PLC

2.49K

Jun 30, 26

-4.13K

0.01%

TRUST CO OF VERMONT

2.49K

Jun 30, 26

+2.49K

0.01%

SRS Capital Advisors, Inc.

1.54K

Jun 30, 26

+1.13K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.52K

Jun 30, 26

+965

0.01%

Legal & General Group Plc

1.47K

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

1.45K

Jun 30, 26

0.01%

WHITTIER TRUST CO OF NEVADA INC

1.00K

Jun 30, 26

0.01%

Tower Research Capital LLC (TRC)

998

Jun 30, 26

-2.26K

0.01%

NISA INVESTMENT ADVISORS, LLC

784

Jun 30, 26

0.00%

NEW YORK STATE COMMON RETIREMENT FUND

748

Jun 30, 26

0.00%

ROYAL BANK OF CANADA

651

Jun 30, 26

+555

0.00%

ADVISOR GROUP HOLDINGS, INC.

625

Jun 30, 26

0.00%

Ancora Advisors, LLC

500

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

435

Jun 30, 26

+435

0.00%

HUNTINGTON NATIONAL BANK

391

Jun 30, 26

+391

0.00%

MASSMUTUAL TRUST CO FSB/ADV

379

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

376

Jun 30, 26

0.00%

Sterling Capital Management LLC

339

Jun 30, 26

-212

0.00%

GAMMA Investing LLC

303

Jun 30, 26

+182

0.00%

SIMPLEX TRADING, LLC

241

Jun 30, 26

-174

0.00%

Allworth Financial LP

222

Jun 30, 26

+139

0.00%

Essential Partners LLC

120

Jun 30, 26

+86

0.00%

JONES FINANCIAL COMPANIES LLLP

118

Jun 30, 26

+78

0.00%

Avion Wealth

100

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

+13

0.00%

FIFTH THIRD BANCORP

Jun 30, 26

+70

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

-4

0.00%

True Wealth Design, LLC

Jun 30, 26

+13

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

-27

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

JPL Wealth Management, LLC

Jun 30, 26

-115

0.00%

IFP Advisors, Inc

Jun 30, 26

-1

0.00%

Wealth Enhancement Trust Services, Inc.

Jun 30, 26

0.00%

MARSHALL WACE, LLP

Jun 30, 26

-12.80K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-16.08K

VAN ECK ASSOCIATES CORP

Jun 30, 26

-3.06K

Aster Capital Management (DIFC) Ltd

Jun 30, 26

-3.77K

Ashton Thomas Private Wealth, LLC

Jun 30, 26

-11.88K

MAI Capital Management

Jun 30, 26

-12

HRT FINANCIAL LP

Jun 30, 26

-20.39K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-937

JANE STREET GROUP, LLC

Jun 30, 26

-12.48K

Virtu Financial LLC

Jun 30, 26

-16.03K

Optiver Holding B.V.

Jun 30, 26

-160

Baker Ellis Asset Management LLC

Jun 30, 26

-18.80K

Byrne Asset Management LLC

Jun 30, 26

-12.67K

Wealth Preservation Advisors, LLC

Jun 30, 26

-5

CWM, LLC

6.19K

Mar 31, 26

+5.16K

0.03%

McIlrath & Eck, LLC

4.87K

Mar 31, 26

0.03%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

902

Mar 31, 26

-123

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

VANGUARD GROUP INC

967.96K

Dec 31, 25

+6.83K

5.34%

TWO SIGMA ADVISERS, LP

20.00K

Dec 31, 25

-8.10K

0.11%

NJ State Employees Deferred Compensation Plan

28.00K

Sep 30, 25

0.15%

Point72 (DIFC) Ltd

Sep 30, 25

-366

Cubist Systematic Strategies, LLC

Sep 30, 25

-23.34K

Teton Advisors, Inc.

118.00K

Jun 30, 25

-2.00K

0.65%

Nuveen Asset Management, LLC

58.01K

Dec 31, 24

0.32%

Spartan Fund Management Inc.

321

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

100

Dec 31, 24

+100

0.00%

PEAK6 Investments LLC

9.62K

Sep 30, 24

+9.62K

0.05%

BlackRock Inc.

1.14M

Jun 30, 24

-29.02K

6.31%

American Research & Management Co.

1.00K

Sep 30, 22

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

25.20K

Mar 31, 22

-4.57K

0.14%

Amalgamated Financial Corp.

2.08K

Mar 31, 22

+2.08K

0.01%

Berman Capital Advisors, LLC

Sep 30, 21

-59

FIRST INTERSTATE BANCSYSTEM INC

25.00K

Mar 31, 21

+25.00K

0.14%

Cornerstone Advisors, Inc.

303

Sep 30, 20

0.00%

Advisor Group, Inc.

1.00K

Dec 31, 19

0.01%

Cortina Asset Management, LLC

263.96K

Jun 30, 19

-1.97K

1.46%

Stevens First Principles Investment Advisors

4.17K

Jun 30, 19

0.02%

TIAA CREF INVESTMENT MANAGEMENT LLC

38.41K

Mar 31, 19

-6.60K

0.21%

TEACHERS ADVISORS, LLC

31.65K

Mar 31, 19

0.17%

Delpha Capital Management, LLC

Mar 31, 18

-328

Acrospire Investment Management LLC

Sep 30, 17

-5.21K

BlackRock Fund Advisors

383.56K

Dec 31, 16

+59.60K

2.12%

BlackRock Institutional Trust Company, N.A.

161.40K

Dec 31, 16

+15.54K

0.89%

BlackRock Investment Management, LLC

43.52K

Dec 31, 16

-521

0.24%

BLACKROCK ADVISORS LLC

6.75K

Dec 31, 16

+391

0.04%

Investors Capital Advisory Services

28.97K

Jun 30, 16

0.16%

RUSSELL FRANK CO/

25.87K

Mar 31, 16

-67.93K

0.14%

OTTER CREEK MANAGEMENT INC

93.13K

Sep 30, 15

-6.59K

0.51%

SOPHROSYNE CAPITAL LLC

3.00K

Sep 30, 15

0.02%

UBS AG

29.44K

Sep 30, 14

-1.71K

0.16%

Roaring Blue Lion Capital Management, L.P.

52.98K

Jun 30, 14

+10.62K

0.29%