Middlesex Water Company(MSEX)

$58.26—

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Middlesex Water Company(MSEX)

NASDAQ

$58.26—

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MSEX(MSEX)

MSEX

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Institutional Ownership

Top 327 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	3.13M	Jun 30, 26	+117.86K	16.63%
T. Rowe Price Investment Management, Inc.	1.75M	Jun 30, 26	+4.47K	9.27%
Neuberger Berman Group LLC	1.60M	Jun 30, 26	+54.16K	8.51%
MORGAN STANLEY	1.10M	Jun 30, 26	-5.91K	5.85%
VANGUARD CAPITAL MANAGEMENT LLC	802.32K	Jun 30, 26	-25.63K	4.26%
STATE STREET CORP	798.24K	Jun 30, 26	+54.18K	4.24%
VANGUARD PORTFOLIO MANAGEMENT LLC	513.81K	Jun 30, 26	+25.74K	2.73%
GEODE CAPITAL MANAGEMENT, LLC	500.56K	Jun 30, 26	+30.64K	2.66%
Legal & General Group Plc	437.50K	Jun 30, 26	+31.66K	2.32%
DIMENSIONAL FUND ADVISORS LP	348.43K	Jun 30, 26	+2.67K	1.85%
Invesco Ltd.	280.21K	Jun 30, 26	-10.42K	1.49%
Ledgewood Wealth Advisors, LLC	254.02K	Jun 30, 26	--	1.35%
NORTHERN TRUST CORP	222.75K	Jun 30, 26	+24.65K	1.18%
TSP Capital Management Group, LLC	211.04K	Jun 30, 26	+705	1.12%
Sixth Street Partners Management Company, L.P.	193.65K	Jun 30, 26	+193.65K	1.03%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	193.65K	Jun 30, 26	+1.77K	1.03%
Bank of New York Mellon Corp	179.02K	Jun 30, 26	+1.40K	0.95%
Zimmer Partners, LP	176.90K	Jun 30, 26	--	0.94%
TWO SIGMA INVESTMENTS, LP	163.00K	Jun 30, 26	+97.48K	0.87%
MIROVA	159.07K	Jun 30, 26	-36.93K	0.84%
FIRST MANHATTAN CO. LLC.	141.62K	Jun 30, 26	-2.27K	0.75%
ProShare Advisors LLC	131.07K	Jun 30, 26	+12.37K	0.70%
Jupiter Topco LLC	129.34K	Jun 30, 26	+129.34K	0.69%
VANGUARD FIDUCIARY TRUST CO	123.10K	Jun 30, 26	+4.13K	0.65%
RENAISSANCE TECHNOLOGIES LLC	110.81K	Jun 30, 26	-36.20K	0.59%
CRAMER ROSENTHAL MCGLYNN LLC	108.19K	Jun 30, 26	+14.54K	0.57%
PRINCIPAL FINANCIAL GROUP INC	107.53K	Jun 30, 26	+2.14K	0.57%
NUANCE INVESTMENTS, LLC	85.83K	Jun 30, 26	+28.64K	0.46%
GOLDMAN SACHS GROUP INC	84.71K	Jun 30, 26	-45.12K	0.45%
AQR CAPITAL MANAGEMENT LLC	83.62K	Jun 30, 26	+66.69K	0.44%
PUBLIC SECTOR PENSION INVESTMENT BOARD	63.96K	Jun 30, 26	-1.69K	0.34%
DEAN INVESTMENT ASSOCIATES, LLC	59.95K	Jun 30, 26	+59.95K	0.32%
Nuveen, LLC	57.10K	Jun 30, 26	+17.94K	0.30%
Penn Capital Management Company, LLC	54.31K	Jun 30, 26	+713	0.29%
Quantinno Capital Management LP	51.15K	Jun 30, 26	+13.78K	0.27%
RHUMBLINE ADVISERS	44.40K	Jun 30, 26	-7.70K	0.24%
Dean Capital Management	43.54K	Jun 30, 26	+43.54K	0.23%
EXCHANGE TRADED CONCEPTS, LLC	42.91K	Jun 30, 26	+796	0.23%
UBS ASSET MANAGEMENT AMERICAS INC	41.68K	Jun 30, 26	-13.81K	0.22%
BANK OF AMERICA CORP /DE/	40.44K	Jun 30, 26	-28.88K	0.21%
UBS Group AG	39.51K	Jun 30, 26	+3.75K	0.21%
PRICE T ROWE ASSOCIATES INC /MD/	37.44K	Jun 30, 26	+5.63K	0.20%
Swiss National Bank	37.26K	Jun 30, 26	+1.00K	0.20%
AMERIPRISE FINANCIAL INC	36.96K	Jun 30, 26	-1.48K	0.20%
D. E. Shaw & Co., Inc.	36.20K	Jun 30, 26	+9.79K	0.19%
Baird Financial Group, Inc.	29.88K	Jun 30, 26	-1.52K	0.16%
CITADEL ADVISORS LLC	29.72K	Jun 30, 26	-3.00K	0.16%
TD ASSET MANAGEMENT INC	29.04K	Jun 30, 26	--	0.15%
NORTHSTAR ASSET MANAGEMENT INC	27.97K	Jun 30, 26	-10.27K	0.15%
OPPENHEIMER & CO INC	27.69K	Jun 30, 26	-110	0.15%
ALLIANCEBERNSTEIN L.P.	25.93K	Jun 30, 26	+4.90K	0.14%
JPMORGAN CHASE & CO	25.54K	Jun 30, 26	-5.88K	0.14%
HighTower Advisors, LLC	24.42K	Jun 30, 26	+35	0.13%
SG Americas Securities, LLC	23.28K	Jun 30, 26	-5.39K	0.12%
Legato Capital Management LLC	22.70K	Jun 30, 26	+22.70K	0.12%
LPL Financial LLC	22.61K	Jun 30, 26	-2.17K	0.12%
CI Private Wealth, LLC	21.75K	Jun 30, 26	+5.14K	0.12%
RAYMOND JAMES FINANCIAL INC	21.21K	Jun 30, 26	+8.88K	0.11%
DEUTSCHE BANK AG\	20.88K	Jun 30, 26	+2.65K	0.11%
GABELLI FUNDS LLC	19.35K	Jun 30, 26	+1.00K	0.10%
WELLS FARGO & COMPANY/MN	19.28K	Jun 30, 26	+8.84K	0.10%
PRUDENTIAL FINANCIAL INC	18.88K	Jun 30, 26	+390	0.10%
GREAT WEST LIFE ASSURANCE CO /CAN/	17.37K	Jun 30, 26	-32	0.09%
Odyssean, LLC	17.23K	Jun 30, 26	+9.83K	0.09%
Private Advisor Group, LLC	16.27K	Jun 30, 26	+4.30K	0.09%
PNC FINANCIAL SERVICES GROUP, INC.	16.18K	Jun 30, 26	+288	0.09%
AMERICAN CENTURY COMPANIES INC	15.72K	Jun 30, 26	+15.72K	0.08%
Magellan Asset Management Ltd	15.50K	Jun 30, 26	--	0.08%
VANGUARD ASSET MANAGEMENT, Ltd	15.27K	Jun 30, 26	+3.60K	0.08%
STOREBRAND ASSET MANAGEMENT AS	14.71K	Jun 30, 26	-118	0.08%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	13.95K	Jun 30, 26	-306	0.07%
CenterBook Partners LP	13.64K	Jun 30, 26	-8.57K	0.07%
FRANKLIN RESOURCES INC	13.17K	Jun 30, 26	+209	0.07%
THRIVENT FINANCIAL FOR LUTHERANS	12.23K	Jun 30, 26	-4.83K	0.06%
Inspire Investing, LLC	11.99K	Jun 30, 26	+2.14K	0.06%
Russell Investments Group, Ltd.	11.96K	Jun 30, 26	+6.73K	0.06%
Mariner, LLC	11.73K	Jun 30, 26	+11.73K	0.06%
CITIGROUP INC	11.24K	Jun 30, 26	+5.94K	0.06%
Brevan Howard Capital Management LP	11.20K	Jun 30, 26	+11.20K	0.06%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	10.93K	Jun 30, 26	+10.93K	0.06%
MetLife Investment Management, LLC	10.86K	Jun 30, 26	+500	0.06%
Main Street Financial Solutions, LLC	10.58K	Jun 30, 26	+11	0.06%
Toroso Investments, LLC	10.52K	Jun 30, 26	+1.94K	0.06%
Atom Investors LP	9.76K	Jun 30, 26	+3.84K	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	9.34K	Jun 30, 26	+10	0.05%
Daiwa Securities Group Inc.	9.21K	Jun 30, 26	+271	0.05%
Illinois Municipal Retirement Fund	9.16K	Jun 30, 26	-605	0.05%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	9.01K	Jun 30, 26	+578	0.05%
Parcion Private Wealth LLC	8.46K	Jun 30, 26	+339	0.04%
Amundi	8.27K	Jun 30, 26	+2.79K	0.04%
Louisiana State Employees Retirement System	8.20K	Jun 30, 26	+100	0.04%
XTX Topco Ltd	7.78K	Jun 30, 26	-684	0.04%
NEW YORK STATE COMMON RETIREMENT FUND	7.45K	Jun 30, 26	+1.90K	0.04%
Vanguard Global Advisers, LLC	7.20K	Jun 30, 26	--	0.04%
Cerity Partners LLC	6.97K	Jun 30, 26	+1.19K	0.04%
Cullen Capital Management, LLC	6.94K	Jun 30, 26	+1.70K	0.04%
Universal- Beteiligungs- und Servicegesellschaft mbH	6.88K	Jun 30, 26	+356	0.04%
State of Alaska, Department of Revenue	6.67K	Jun 30, 26	-2.92K	0.04%
BLACKHILL CAPITAL INC	6.67K	Jun 30, 26	--	0.04%
CAPTRUST FINANCIAL ADVISORS	6.12K	Jun 30, 26	+1.14K	0.03%
GUYASUTA INVESTMENT ADVISORS INC	6.00K	Jun 30, 26	--	0.03%
FMR LLC	5.78K	Jun 30, 26	--	0.03%
Police & Firemen's Retirement System of New Jersey	5.76K	Jun 30, 26	+830	0.03%
TWO SIGMA SECURITIES, LLC	5.70K	Jun 30, 26	-167	0.03%
GAMMA Investing LLC	5.67K	Jun 30, 26	-127	0.03%
Atria Investments, Inc	5.59K	Jun 30, 26	+1.12K	0.03%
Farmers & Merchants Trust Co of Long Beach	5.58K	Jun 30, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	5.51K	Jun 30, 26	+5.51K	0.03%
Vanguard Investments Australia, Ltd.	5.30K	Jun 30, 26	+1.56K	0.03%
BNP PARIBAS ARBITRAGE, SNC	5.23K	Jun 30, 26	-931	0.03%
Arizona State Retirement System	5.13K	Jun 30, 26	+91	0.03%
Kestra Advisory Services, LLC	5.07K	Jun 30, 26	+68	0.03%
Teton Advisors, LLC	5.00K	Jun 30, 26	--	0.03%
Perigon Wealth Management, LLC	4.98K	Jun 30, 26	+886	0.03%
AMALGAMATED BANK	4.97K	Jun 30, 26	-312	0.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	4.93K	Jun 30, 26	+9	0.03%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	4.79K	Jun 30, 26	--	0.03%
Janney Montgomery Scott LLC	4.66K	Jun 30, 26	-173	0.02%
JANE STREET GROUP, LLC	4.57K	Jun 30, 26	-82.18K	0.02%
YOUSIF CAPITAL MANAGEMENT, LLC	4.56K	Jun 30, 26	-307	0.02%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	4.53K	Jun 30, 26	--	0.02%
SEI INVESTMENTS CO	4.43K	Jun 30, 26	+322	0.02%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	4.42K	Jun 30, 26	-119	0.02%
Pictet Asset Management Holding SA	4.36K	Jun 30, 26	-697	0.02%
Dynamic Technology Lab Private Ltd	4.36K	Jun 30, 26	+4.36K	0.02%
Clean Yield Group	4.35K	Jun 30, 26	--	0.02%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	4.21K	Jun 30, 26	--	0.02%
ROYAL BANK OF CANADA	4.18K	Jun 30, 26	+783	0.02%
Ethic Inc.	4.08K	Jun 30, 26	-185	0.02%
FIFTH THIRD BANCORP	4.07K	Jun 30, 26	-328	0.02%
Zurcher Kantonalbank (Zurich Cantonalbank)	4.04K	Jun 30, 26	--	0.02%
State of Tennessee, Treasury Department	4.03K	Jun 30, 26	--	0.02%
VOYA INVESTMENT MANAGEMENT LLC	3.94K	Jun 30, 26	+3.94K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.92K	Jun 30, 26	-5.46K	0.02%
GLENMEDE TRUST CO NA	3.90K	Jun 30, 26	-75	0.02%
KLP KAPITALFORVALTNING AS	3.90K	Jun 30, 26	--	0.02%
IEQ CAPITAL, LLC	3.90K	Jun 30, 26	+3.90K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.74K	Jun 30, 26	+3.74K	0.02%
Jain Global LLC	3.67K	Jun 30, 26	+3.67K	0.02%
ARMSTRONG ADVISORY GROUP, INC	3.55K	Jun 30, 26	+6	0.02%
ADVISOR GROUP HOLDINGS, INC.	3.54K	Jun 30, 26	+412	0.02%
BARCLAYS PLC	3.08K	Jun 30, 26	-472	0.02%
HARBOR CAPITAL ADVISORS, INC.	2.98K	Jun 30, 26	+160	0.02%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2.97K	Jun 30, 26	--	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.54K	Jun 30, 26	--	0.01%
Ensign Peak Advisors, Inc	2.50K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	2.33K	Jun 30, 26	+2.33K	0.01%
Cassaday & Co Wealth Management LLC	2.19K	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	1.69K	Jun 30, 26	+200	0.01%
Tower Research Capital LLC (TRC)	1.63K	Jun 30, 26	-2.57K	0.01%
ST GERMAIN D J CO INC	1.33K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	1.27K	Jun 30, 26	+1.27K	0.01%
Rockefeller Capital Management L.P.	1.04K	Jun 30, 26	-212	0.01%
Steward Partners Investment Advisory, LLC	971	Jun 30, 26	--	0.01%
City State Bank	967	Jun 30, 26	--	0.01%
Concord Wealth Partners	925	Jun 30, 26	+925	0.00%
KBC Group NV	857	Jun 30, 26	--	0.00%
NBT BANK N A /NY	820	Jun 30, 26	--	0.00%
Allworth Financial LP	775	Jun 30, 26	+227	0.00%
HARBOUR INVESTMENTS, INC.	756	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	727	Jun 30, 26	-35	0.00%
Costello Asset Management, INC	695	Jun 30, 26	+5	0.00%
Versant Capital Management, Inc	682	Jun 30, 26	+523	0.00%
Caitong International Asset Management Co., Ltd	659	Jun 30, 26	+658	0.00%
North Star Investment Management Corp.	625	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	615	Jun 30, 26	+315	0.00%
Lummis Asset Management, LP	550	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	547	Jun 30, 26	+11	0.00%
Integrated Wealth Concepts LLC	493	Jun 30, 26	+493	0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	472	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	453	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	442	Jun 30, 26	--	0.00%
US BANCORP \DE\	427	Jun 30, 26	-414	0.00%
CENTRAL TRUST Co	425	Jun 30, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	412	Jun 30, 26	+7	0.00%
Nykredit A/S	406	Jun 30, 26	+406	0.00%
Sterling Capital Management LLC	376	Jun 30, 26	-155	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	368	Jun 30, 26	--	0.00%
SHP Wealth Management	348	Jun 30, 26	-52	0.00%
Quantbot Technologies LP	345	Jun 30, 26	-2.93K	0.00%
Ares Financial Consulting, LLC	341	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	307	Jun 30, 26	+93	0.00%
Hanson & Doremus Investment Management	300	Jun 30, 26	--	0.00%
TSFG, LLC	290	Jun 30, 26	+2	0.00%
Rosenberg Matthew Hamilton	259	Jun 30, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	240	Jun 30, 26	-63	0.00%
EverSource Wealth Advisors, LLC	231	Jun 30, 26	-166	0.00%
Farther Finance Advisors, LLC	231	Jun 30, 26	-201	0.00%
SIGNATUREFD, LLC	203	Jun 30, 26	+85	0.00%
HANTZ FINANCIAL SERVICES, INC.	165	Jun 30, 26	+112	0.00%
Essential Partners LLC	164	Jun 30, 26	-85	0.00%
Parallel Advisors, LLC	140	Jun 30, 26	-381	0.00%
UMB Bank, n.a.	118	Jun 30, 26	+22	0.00%
IFP Advisors, Inc	110	Jun 30, 26	+100	0.00%
SJS Investment Consulting Inc.	101	Jun 30, 26	+1	0.00%
Capital Advisors, Ltd. LLC	89	Jun 30, 26	+89	0.00%
Larson Financial Group LLC	89	Jun 30, 26	+27	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	66	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	60	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	56	Jun 30, 26	+29	0.00%
Fortitude Family Office, LLC	53	Jun 30, 26	+30	0.00%
BROWN BROTHERS HARRIMAN & CO	42	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	35	Jun 30, 26	--	0.00%
Quarry LP	33	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	16	Jun 30, 26	+16	0.00%
Private Wealth Management Group, LLC	16	Jun 30, 26	-1	0.00%
Aster Capital Management (DIFC) Ltd	13	Jun 30, 26	+13	0.00%
Clearstead Advisors, LLC	13	Jun 30, 26	+13	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	12	Jun 30, 26	--	0.00%
Plante Moran Financial Advisors, LLC	10	Jun 30, 26	+10	0.00%
Cornerstone Planning Group LLC	9	Jun 30, 26	+9	0.00%
Ankerstar Wealth, LLC	7	Jun 30, 26	--	0.00%
ASSETMARK, INC	7	Jun 30, 26	--	0.00%
Investors Portfolio Services LLC	6	Jun 30, 26	+6	0.00%
JFS WEALTH ADVISORS, LLC	6	Jun 30, 26	+6	0.00%
TFC Financial Management, Inc.	5	Jun 30, 26	--	0.00%
Hughes Financial Services, LLC	4	Jun 30, 26	+3	0.00%
Quaker Wealth Management, LLC	3	Jun 30, 26	--	0.00%
Cedar Mountain Advisors, LLC	3	Jun 30, 26	+3	0.00%
Abound Wealth Management	2	Jun 30, 26	--	0.00%
GILPIN WEALTH MANAGEMENT, LLC	2	Jun 30, 26	-5	0.00%
SBI Securities Co., Ltd.	1	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	1	Jun 30, 26	+1	0.00%
Davis Capital Management	1	Jun 30, 26	+1	0.00%
HRT FINANCIAL LP	--	Jun 30, 26	-67.55K	--
Quadrature Capital Ltd	--	Jun 30, 26	-5.56K	--
LEVEL FOUR ADVISORY SERVICES, LLC	--	Jun 30, 26	-3.91K	--
Advisory Services Network, LLC	--	Jun 30, 26	-2	--
Spire Wealth Management	--	Jun 30, 26	-127	--
Squarepoint Ops LLC	--	Jun 30, 26	-21.58K	--
Abacus Wealth Partners, LLC	--	Jun 30, 26	-10.84K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-243	--
NFJ INVESTMENT GROUP, LLC	--	Jun 30, 26	-38.18K	--
INTECH INVESTMENT MANAGEMENT LLC	--	Jun 30, 26	-4.63K	--
Cambridge Investment Research Advisors, Inc.	--	Jun 30, 26	-4.74K	--
Vermillion Wealth Management, Inc.	--	Jun 30, 26	-20	--
MANGROVE PARTNERS	--	Jun 30, 26	-5.29K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-8	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-40.77K	--
VEGA INVESTMENT SOLUTIONS	--	Jun 30, 26	-471	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-580	--
FIRST TRUST ADVISORS LP	--	Jun 30, 26	-6.42K	--
Point72 Asset Management, L.P.	--	Jun 30, 26	-4.39K	--
BNP Paribas Asset Management Holding S.A.	--	Jun 30, 26	-205	--
Western Wealth Management, LLC	--	Jun 30, 26	-625	--
MAI Capital Management	--	Jun 30, 26	-303	--
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	16.36K	Mar 31, 26	-136	0.09%
Skopos Labs, Inc.	11.72K	Mar 31, 26	+11.72K	0.06%
JANUS HENDERSON GROUP PLC	8.97K	Mar 31, 26	--	0.05%
CWM, LLC	2.50K	Mar 31, 26	+273	0.01%
Parkside Financial Bank & Trust	12	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	1	Mar 31, 26	+1	0.00%
VANGUARD GROUP INC	1.40M	Dec 31, 25	+25.36K	7.42%
COMERICA BANK	6.10K	Dec 31, 25	+883	0.03%
CIBC Private Wealth Group, LLC	4	Dec 31, 25	+4	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-21	--
Thematics Asset Management	171.00K	Sep 30, 25	--	0.91%
Glenmede Investment Management, LP	7.86K	Sep 30, 25	-31	0.04%
CROWLEY WEALTH MANAGEMENT, INC.	785	Sep 30, 25	--	0.00%
Gitterman Wealth Management, LLC	--	Sep 30, 25	-1.57K	--
Point72 Asia (Singapore) Pte. Ltd.	--	Sep 30, 25	-2.46K	--
Cubist Systematic Strategies, LLC	--	Sep 30, 25	-4.66K	--
Point72 (DIFC) Ltd	--	Sep 30, 25	-1.19K	--
Teton Advisors, Inc.	5.00K	Jun 30, 25	--	0.03%
Cable Hill Partners, LLC	4.29K	Mar 31, 25	+413	0.02%
Lindbrook Capital, LLC	103	Mar 31, 25	-220	0.00%
Nuveen Asset Management, LLC	49.60K	Dec 31, 24	--	0.26%
Natixis Investment Managers International	1.36K	Dec 31, 24	--	0.01%
Cassady Schiller Wealth Management, LLC	12	Dec 31, 24	+12	0.00%
Raymond James Financial Services Advisors, Inc.	8.09K	Sep 30, 24	+20	0.04%
BlackRock Inc.	3.36M	Jun 30, 24	-43.27K	17.84%
CREDIT SUISSE AG/	25.62K	Mar 31, 24	+419	0.14%
Baystate Wealth Management LLC	840	Dec 31, 23	+4	0.00%
Column Capital Advisors, LLC	1.00K	Sep 30, 23	--	0.01%
PICTET ASSET MANAGEMENT SA	882.87K	Jun 30, 23	+125.22K	4.69%
Financial Architects, Inc	16.83K	Jun 30, 23	+576	0.09%
Endurance Wealth Management, Inc.	3.20K	Jun 30, 23	--	0.02%
ETF MANAGERS GROUP, LLC	6.91K	Mar 31, 23	+103	0.04%
Sargent Bickham Lagudis LLC	370	Dec 31, 22	--	0.00%
EATON VANCE MANAGEMENT	67.95K	Sep 30, 22	-4.43K	0.36%
AlphaCrest Capital Management LLC	17.78K	Sep 30, 22	+10.76K	0.09%
Hightower 6M Holding, LLC	4.10K	Sep 30, 22	-149	0.02%
WIPFLI FINANCIAL ADVISORS LLC,	671	Sep 30, 22	+671	0.00%
Surevest, LLC	453	Sep 30, 22	--	0.00%
American Portfolios Advisors	--	Sep 30, 22	-1.54K	--
REGENTATLANTIC CAPITAL LLC	--	Sep 30, 22	-2.53K	--
MURPHY CAPITAL MANAGEMENT INC	3.00K	Jun 30, 22	--	0.02%
Cordasco Financial Network	1.47K	Jun 30, 22	+4	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-200	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	69.82K	Mar 31, 22	+22	0.37%
Amalgamated Financial Corp.	8.10K	Mar 31, 22	+8.10K	0.04%
AMP Capital Investors Ltd	--	Mar 31, 22	-9.49K	--
IndexIQ Advisors LLC	--	Mar 31, 22	-5.34K	--
6 Meridian	3.92K	Dec 31, 21	+44	0.02%
Landsberg, Bennett, & Dubbaneh LLC	47.99K	Sep 30, 21	-1.64K	0.25%
Marshall Wace North America L.P.	7.03K	Sep 30, 21	-2.09K	0.04%
PICTET ASSET MANAGEMENT LTD	498.52K	Jun 30, 21	+658	2.65%
AMUNDI ASSET MANAGEMENT US, INC.	34.99K	Mar 31, 21	-103.97K	0.19%
Aperio Group, LLC	9.77K	Dec 31, 20	-297	0.05%
First Allied Advisory Services, Inc.	--	Sep 30, 20	-6.38K	--
CHICAGO EQUITY PARTNERS LLC	--	Mar 31, 20	-7.74K	--
Advisor Group, Inc.	10.40K	Dec 31, 19	-5.63K	0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.	7.97K	Dec 31, 19	-3.03K	0.04%
NATIONAL INVESTMENT SERVICES INC /WI	8.41K	Sep 30, 19	-74	0.04%
TEACHERS ADVISORS, LLC	34.38K	Mar 31, 19	+1.51K	0.18%
TIAA CREF INVESTMENT MANAGEMENT LLC	30.01K	Mar 31, 19	-1.48K	0.16%
Financial Gravity Companies, Inc.	5	Dec 31, 18	+5	0.00%
Impax Asset Management LTD	259.51K	Jun 30, 18	--	1.38%
Delpha Capital Management, LLC	--	Mar 31, 18	-73	--
BB&T INVESTMENT SERVICES, INC.	3.00K	Dec 31, 17	--	0.02%
AHL Partners LLP	--	Dec 31, 17	-22.27K	--
WFG Advisors, LP	115.67K	Jun 30, 17	+20.41K	0.61%
FIRST FINANCIAL EQUITY CORPORATION	10.67K	Mar 31, 17	+10.67K	0.06%
BlackRock Institutional Trust Company, N.A.	522.49K	Dec 31, 16	-312	2.77%
BlackRock Fund Advisors	514.39K	Dec 31, 16	+72.06K	2.73%
Calvert Investment Management, Inc.	105.34K	Dec 31, 16	--	0.56%
BlackRock Investment Management, LLC	63.51K	Dec 31, 16	-342	0.34%
BlackRock Group LTD	49.52K	Dec 31, 16	+2.75K	0.26%
BLACKROCK ADVISORS LLC	8.31K	Dec 31, 16	-157	0.04%
MSI Financial Services Inc	137	Dec 31, 16	-58	0.00%
Emerald Acquisition Ltd.	5.04K	Sep 30, 16	-20.46K	0.03%
RUSSELL FRANK CO/	59.03K	Mar 31, 16	+25.69K	0.31%
Hoxton Financial, Inc.	907	Mar 31, 16	--	0.00%
UBS AG	125.00K	Sep 30, 14	+10.14K	0.66%
Irish Life Investment Managers Ltd.	2.70K	Jun 30, 13	+2.70K	0.01%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	47.79K	Jun 30, 10	+5.50K	0.25%
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	678	Dec 31, 04	+678	0.00%

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Holder

Date

Change

% Held

BlackRock, Inc.

3.13M

Jun 30, 26

+117.86K

16.63%

T. Rowe Price Investment Management, Inc.

1.75M

Jun 30, 26

+4.47K

9.27%

Neuberger Berman Group LLC

1.60M

Jun 30, 26

+54.16K

8.51%

MORGAN STANLEY

1.10M

Jun 30, 26

-5.91K

5.85%

VANGUARD CAPITAL MANAGEMENT LLC

802.32K

Jun 30, 26

-25.63K

4.26%

STATE STREET CORP

798.24K

Jun 30, 26

+54.18K

4.24%

VANGUARD PORTFOLIO MANAGEMENT LLC

513.81K

Jun 30, 26

+25.74K

2.73%

GEODE CAPITAL MANAGEMENT, LLC

500.56K

Jun 30, 26

+30.64K

2.66%

Legal & General Group Plc

437.50K

Jun 30, 26

+31.66K

2.32%

DIMENSIONAL FUND ADVISORS LP

348.43K

Jun 30, 26

+2.67K

1.85%

Invesco Ltd.

280.21K

Jun 30, 26

-10.42K

1.49%

Ledgewood Wealth Advisors, LLC

254.02K

Jun 30, 26

1.35%

NORTHERN TRUST CORP

222.75K

Jun 30, 26

+24.65K

1.18%

TSP Capital Management Group, LLC

211.04K

Jun 30, 26

+705

1.12%

Sixth Street Partners Management Company, L.P.

193.65K

Jun 30, 26

+193.65K

1.03%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

193.65K

Jun 30, 26

+1.77K

1.03%

Bank of New York Mellon Corp

179.02K

Jun 30, 26

+1.40K

0.95%

Zimmer Partners, LP

176.90K

Jun 30, 26

0.94%

TWO SIGMA INVESTMENTS, LP

163.00K

Jun 30, 26

+97.48K

0.87%

MIROVA

159.07K

Jun 30, 26

-36.93K

0.84%

FIRST MANHATTAN CO. LLC.

141.62K

Jun 30, 26

-2.27K

0.75%

ProShare Advisors LLC

131.07K

Jun 30, 26

+12.37K

0.70%

Jupiter Topco LLC

129.34K

Jun 30, 26

+129.34K

0.69%

VANGUARD FIDUCIARY TRUST CO

123.10K

Jun 30, 26

+4.13K

0.65%

RENAISSANCE TECHNOLOGIES LLC

110.81K

Jun 30, 26

-36.20K

0.59%

CRAMER ROSENTHAL MCGLYNN LLC

108.19K

Jun 30, 26

+14.54K

0.57%

PRINCIPAL FINANCIAL GROUP INC

107.53K

Jun 30, 26

+2.14K

0.57%

NUANCE INVESTMENTS, LLC

85.83K

Jun 30, 26

+28.64K

0.46%

GOLDMAN SACHS GROUP INC

84.71K

Jun 30, 26

-45.12K

0.45%

AQR CAPITAL MANAGEMENT LLC

83.62K

Jun 30, 26

+66.69K

0.44%

PUBLIC SECTOR PENSION INVESTMENT BOARD

63.96K

Jun 30, 26

-1.69K

0.34%

DEAN INVESTMENT ASSOCIATES, LLC

59.95K

Jun 30, 26

+59.95K

0.32%

Nuveen, LLC

57.10K

Jun 30, 26

+17.94K

0.30%

Penn Capital Management Company, LLC

54.31K

Jun 30, 26

+713

0.29%

Quantinno Capital Management LP

51.15K

Jun 30, 26

+13.78K

0.27%

RHUMBLINE ADVISERS

44.40K

Jun 30, 26

-7.70K

0.24%

Dean Capital Management

43.54K

Jun 30, 26

+43.54K

0.23%

EXCHANGE TRADED CONCEPTS, LLC

42.91K

Jun 30, 26

+796

0.23%

UBS ASSET MANAGEMENT AMERICAS INC

41.68K

Jun 30, 26

-13.81K

0.22%

BANK OF AMERICA CORP /DE/

40.44K

Jun 30, 26

-28.88K

0.21%

UBS Group AG

39.51K

Jun 30, 26

+3.75K

0.21%

PRICE T ROWE ASSOCIATES INC /MD/

37.44K

Jun 30, 26

+5.63K

0.20%

Swiss National Bank

37.26K

Jun 30, 26

+1.00K

0.20%

AMERIPRISE FINANCIAL INC

36.96K

Jun 30, 26

-1.48K

0.20%

D. E. Shaw & Co., Inc.

36.20K

Jun 30, 26

+9.79K

0.19%

Baird Financial Group, Inc.

29.88K

Jun 30, 26

-1.52K

0.16%

CITADEL ADVISORS LLC

29.72K

Jun 30, 26

-3.00K

0.16%

TD ASSET MANAGEMENT INC

29.04K

Jun 30, 26

0.15%

NORTHSTAR ASSET MANAGEMENT INC

27.97K

Jun 30, 26

-10.27K

0.15%

OPPENHEIMER & CO INC

27.69K

Jun 30, 26

-110

0.15%

ALLIANCEBERNSTEIN L.P.

25.93K

Jun 30, 26

+4.90K

0.14%

JPMORGAN CHASE & CO

25.54K

Jun 30, 26

-5.88K

0.14%

HighTower Advisors, LLC

24.42K

Jun 30, 26

+35

0.13%

SG Americas Securities, LLC

23.28K

Jun 30, 26

-5.39K

0.12%

Legato Capital Management LLC

22.70K

Jun 30, 26

+22.70K

0.12%

LPL Financial LLC

22.61K

Jun 30, 26

-2.17K

0.12%

CI Private Wealth, LLC

21.75K

Jun 30, 26

+5.14K

0.12%

RAYMOND JAMES FINANCIAL INC

21.21K

Jun 30, 26

+8.88K

0.11%

DEUTSCHE BANK AG\

20.88K

Jun 30, 26

+2.65K

0.11%

GABELLI FUNDS LLC

19.35K

Jun 30, 26

+1.00K

0.10%

WELLS FARGO & COMPANY/MN

19.28K

Jun 30, 26

+8.84K

0.10%

PRUDENTIAL FINANCIAL INC

18.88K

Jun 30, 26

+390

0.10%

GREAT WEST LIFE ASSURANCE CO /CAN/

17.37K

Jun 30, 26

-32

0.09%

Odyssean, LLC

17.23K

Jun 30, 26

+9.83K

0.09%

Private Advisor Group, LLC

16.27K

Jun 30, 26

+4.30K

0.09%

PNC FINANCIAL SERVICES GROUP, INC.

16.18K

Jun 30, 26

+288

0.09%

AMERICAN CENTURY COMPANIES INC

15.72K

Jun 30, 26

+15.72K

0.08%

Magellan Asset Management Ltd

15.50K

Jun 30, 26

0.08%

VANGUARD ASSET MANAGEMENT, Ltd

15.27K

Jun 30, 26

+3.60K

0.08%

STOREBRAND ASSET MANAGEMENT AS

14.71K

Jun 30, 26

-118

0.08%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

13.95K

Jun 30, 26

-306

0.07%

CenterBook Partners LP

13.64K

Jun 30, 26

-8.57K

0.07%

FRANKLIN RESOURCES INC

13.17K

Jun 30, 26

+209

0.07%

THRIVENT FINANCIAL FOR LUTHERANS

12.23K

Jun 30, 26

-4.83K

0.06%

Inspire Investing, LLC

11.99K

Jun 30, 26

+2.14K

0.06%

Russell Investments Group, Ltd.

11.96K

Jun 30, 26

+6.73K

0.06%

Mariner, LLC

11.73K

Jun 30, 26

+11.73K

0.06%

CITIGROUP INC

11.24K

Jun 30, 26

+5.94K

0.06%

Brevan Howard Capital Management LP

11.20K

Jun 30, 26

+11.20K

0.06%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

10.93K

Jun 30, 26

+10.93K

0.06%

MetLife Investment Management, LLC

10.86K

Jun 30, 26

+500

0.06%

Main Street Financial Solutions, LLC

10.58K

Jun 30, 26

+11

0.06%

Toroso Investments, LLC

10.52K

Jun 30, 26

+1.94K

0.06%

Atom Investors LP

9.76K

Jun 30, 26

+3.84K

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

9.34K

Jun 30, 26

+10

0.05%

Daiwa Securities Group Inc.

9.21K

Jun 30, 26

+271

0.05%

Illinois Municipal Retirement Fund

9.16K

Jun 30, 26

-605

0.05%

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

9.01K

Jun 30, 26

+578

0.05%

Parcion Private Wealth LLC

8.46K

Jun 30, 26

+339

0.04%

Amundi

8.27K

Jun 30, 26

+2.79K

0.04%

Louisiana State Employees Retirement System

8.20K

Jun 30, 26

+100

0.04%

XTX Topco Ltd

7.78K

Jun 30, 26

-684

0.04%

NEW YORK STATE COMMON RETIREMENT FUND

7.45K

Jun 30, 26

+1.90K

0.04%

Vanguard Global Advisers, LLC

7.20K

Jun 30, 26

0.04%

Cerity Partners LLC

6.97K

Jun 30, 26

+1.19K

0.04%

Cullen Capital Management, LLC

6.94K

Jun 30, 26

+1.70K

0.04%

Universal- Beteiligungs- und Servicegesellschaft mbH

6.88K

Jun 30, 26

+356

0.04%

State of Alaska, Department of Revenue

6.67K

Jun 30, 26

-2.92K

0.04%

BLACKHILL CAPITAL INC

6.67K

Jun 30, 26

0.04%

CAPTRUST FINANCIAL ADVISORS

6.12K

Jun 30, 26

+1.14K

0.03%

GUYASUTA INVESTMENT ADVISORS INC

6.00K

Jun 30, 26

0.03%

FMR LLC

5.78K

Jun 30, 26

0.03%

Police & Firemen's Retirement System of New Jersey

5.76K

Jun 30, 26

+830

0.03%

TWO SIGMA SECURITIES, LLC

5.70K

Jun 30, 26

-167

0.03%

GAMMA Investing LLC

5.67K

Jun 30, 26

-127

0.03%

Atria Investments, Inc

5.59K

Jun 30, 26

+1.12K

0.03%

Farmers & Merchants Trust Co of Long Beach

5.58K

Jun 30, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

5.51K

Jun 30, 26

+5.51K

0.03%

Vanguard Investments Australia, Ltd.

5.30K

Jun 30, 26

+1.56K

0.03%

BNP PARIBAS ARBITRAGE, SNC

5.23K

Jun 30, 26

-931

0.03%

Arizona State Retirement System

5.13K

Jun 30, 26

+91

0.03%

Kestra Advisory Services, LLC

5.07K

Jun 30, 26

+68

0.03%

Teton Advisors, LLC

5.00K

Jun 30, 26

0.03%

Perigon Wealth Management, LLC

4.98K

Jun 30, 26

+886

0.03%

AMALGAMATED BANK

4.97K

Jun 30, 26

-312

0.03%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

4.93K

Jun 30, 26

0.03%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

4.79K

Jun 30, 26

0.03%

Janney Montgomery Scott LLC

4.66K

Jun 30, 26

-173

0.02%

JANE STREET GROUP, LLC

4.57K

Jun 30, 26

-82.18K

0.02%

YOUSIF CAPITAL MANAGEMENT, LLC

4.56K

Jun 30, 26

-307

0.02%

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

4.53K

Jun 30, 26

0.02%

SEI INVESTMENTS CO

4.43K

Jun 30, 26

+322

0.02%

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

4.42K

Jun 30, 26

-119

0.02%

Pictet Asset Management Holding SA

4.36K

Jun 30, 26

-697

0.02%

Dynamic Technology Lab Private Ltd

4.36K

Jun 30, 26

+4.36K

0.02%

Clean Yield Group

4.35K

Jun 30, 26

0.02%

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

4.21K

Jun 30, 26

0.02%

ROYAL BANK OF CANADA

4.18K

Jun 30, 26

+783

0.02%

Ethic Inc.

4.08K

Jun 30, 26

-185

0.02%

FIFTH THIRD BANCORP

4.07K

Jun 30, 26

-328

0.02%

Zurcher Kantonalbank (Zurich Cantonalbank)

4.04K

Jun 30, 26

0.02%

State of Tennessee, Treasury Department

4.03K

Jun 30, 26

0.02%

VOYA INVESTMENT MANAGEMENT LLC

3.94K

Jun 30, 26

+3.94K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

3.92K

Jun 30, 26

-5.46K

0.02%

GLENMEDE TRUST CO NA

3.90K

Jun 30, 26

-75

0.02%

KLP KAPITALFORVALTNING AS

3.90K

Jun 30, 26

0.02%

IEQ CAPITAL, LLC

3.90K

Jun 30, 26

+3.90K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.74K

Jun 30, 26

+3.74K

0.02%

Jain Global LLC

3.67K

Jun 30, 26

+3.67K

0.02%

ARMSTRONG ADVISORY GROUP, INC

3.55K

Jun 30, 26

0.02%

ADVISOR GROUP HOLDINGS, INC.

3.54K

Jun 30, 26

+412

0.02%

BARCLAYS PLC

3.08K

Jun 30, 26

-472

0.02%

HARBOR CAPITAL ADVISORS, INC.

2.98K

Jun 30, 26

+160

0.02%

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

2.97K

Jun 30, 26

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.54K

Jun 30, 26

0.01%

Ensign Peak Advisors, Inc

2.50K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

2.33K

Jun 30, 26

+2.33K

0.01%

Cassaday & Co Wealth Management LLC

2.19K

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

1.69K

Jun 30, 26

+200

0.01%

Tower Research Capital LLC (TRC)

1.63K

Jun 30, 26

-2.57K

0.01%

ST GERMAIN D J CO INC

1.33K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

1.27K

Jun 30, 26

+1.27K

0.01%

Rockefeller Capital Management L.P.

1.04K

Jun 30, 26

-212

0.01%

Steward Partners Investment Advisory, LLC

971

Jun 30, 26

0.01%

City State Bank

967

Jun 30, 26

0.01%

Concord Wealth Partners

925

Jun 30, 26

+925

0.00%

KBC Group NV

857

Jun 30, 26

0.00%

NBT BANK N A /NY

820

Jun 30, 26

0.00%

Allworth Financial LP

775

Jun 30, 26

+227

0.00%

HARBOUR INVESTMENTS, INC.

756

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

727

Jun 30, 26

-35

0.00%

Costello Asset Management, INC

695

Jun 30, 26

0.00%

Versant Capital Management, Inc

682

Jun 30, 26

+523

0.00%

Caitong International Asset Management Co., Ltd

659

Jun 30, 26

+658

0.00%

North Star Investment Management Corp.

625

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

615

Jun 30, 26

+315

0.00%

Lummis Asset Management, LP

550

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

547

Jun 30, 26

+11

0.00%

Integrated Wealth Concepts LLC

493

Jun 30, 26

+493

0.00%

Mitsubishi UFJ Kokusai Asset Management Co., Ltd.

472

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

453

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

442

Jun 30, 26

0.00%

US BANCORP \DE\

427

Jun 30, 26

-414

0.00%

CENTRAL TRUST Co

425

Jun 30, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

412

Jun 30, 26

0.00%

Nykredit A/S

406

Jun 30, 26

+406

0.00%

Sterling Capital Management LLC

376

Jun 30, 26

-155

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

368

Jun 30, 26

0.00%

SHP Wealth Management

348

Jun 30, 26

-52

0.00%

Quantbot Technologies LP

345

Jun 30, 26

-2.93K

0.00%

Ares Financial Consulting, LLC

341

Jun 30, 26

0.00%

BESSEMER GROUP INC

307

Jun 30, 26

+93

0.00%

Hanson & Doremus Investment Management

300

Jun 30, 26

0.00%

TSFG, LLC

290

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

259

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

240

Jun 30, 26

-63

0.00%

EverSource Wealth Advisors, LLC

231

Jun 30, 26

-166

0.00%

Farther Finance Advisors, LLC

231

Jun 30, 26

-201

0.00%

SIGNATUREFD, LLC

203

Jun 30, 26

+85

0.00%

HANTZ FINANCIAL SERVICES, INC.

165

Jun 30, 26

+112

0.00%

Essential Partners LLC

164

Jun 30, 26

-85

0.00%

Parallel Advisors, LLC

140

Jun 30, 26

-381

0.00%

UMB Bank, n.a.

118

Jun 30, 26

+22

0.00%

IFP Advisors, Inc

110

Jun 30, 26

+100

0.00%

SJS Investment Consulting Inc.

101

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

Jun 30, 26

+89

0.00%

Larson Financial Group LLC

Jun 30, 26

+27

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

+29

0.00%

Fortitude Family Office, LLC

Jun 30, 26

+30

0.00%

BROWN BROTHERS HARRIMAN & CO

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

Jun 30, 26

0.00%

Quarry LP

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+16

0.00%

Private Wealth Management Group, LLC

Jun 30, 26

-1

0.00%

Aster Capital Management (DIFC) Ltd

Jun 30, 26

+13

0.00%

Clearstead Advisors, LLC

Jun 30, 26

+13

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

Jun 30, 26

+10

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

0.00%

Ankerstar Wealth, LLC

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Investors Portfolio Services LLC

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

TFC Financial Management, Inc.

Jun 30, 26

0.00%

Hughes Financial Services, LLC

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

0.00%

GILPIN WEALTH MANAGEMENT, LLC

Jun 30, 26

-5

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

0.00%

HRT FINANCIAL LP

Jun 30, 26

-67.55K

Quadrature Capital Ltd

Jun 30, 26

-5.56K

LEVEL FOUR ADVISORY SERVICES, LLC

Jun 30, 26

-3.91K

Advisory Services Network, LLC

Jun 30, 26

-2

Spire Wealth Management

Jun 30, 26

-127

Squarepoint Ops LLC

Jun 30, 26

-21.58K

Abacus Wealth Partners, LLC

Jun 30, 26

-10.84K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-243

NFJ INVESTMENT GROUP, LLC

Jun 30, 26

-38.18K

INTECH INVESTMENT MANAGEMENT LLC

Jun 30, 26

-4.63K

Cambridge Investment Research Advisors, Inc.

Jun 30, 26

-4.74K

Vermillion Wealth Management, Inc.

Jun 30, 26

-20

MANGROVE PARTNERS

Jun 30, 26

-5.29K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-8

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-40.77K

VEGA INVESTMENT SOLUTIONS

Jun 30, 26

-471

Clarity Asset Management, Inc.

Jun 30, 26

-580

FIRST TRUST ADVISORS LP

Jun 30, 26

-6.42K

Point72 Asset Management, L.P.

Jun 30, 26

-4.39K

BNP Paribas Asset Management Holding S.A.

Jun 30, 26

-205

Western Wealth Management, LLC

Jun 30, 26

-625

MAI Capital Management

Jun 30, 26

-303

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

16.36K

Mar 31, 26

-136

0.09%

Skopos Labs, Inc.

11.72K

Mar 31, 26

+11.72K

0.06%

JANUS HENDERSON GROUP PLC

8.97K

Mar 31, 26

0.05%

CWM, LLC

2.50K

Mar 31, 26

+273

0.01%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

VANGUARD GROUP INC

1.40M

Dec 31, 25

+25.36K

7.42%

COMERICA BANK

6.10K

Dec 31, 25

+883

0.03%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-21

Thematics Asset Management

171.00K

Sep 30, 25

0.91%

Glenmede Investment Management, LP

7.86K

Sep 30, 25

-31

0.04%

CROWLEY WEALTH MANAGEMENT, INC.

785

Sep 30, 25

0.00%

Gitterman Wealth Management, LLC

Sep 30, 25

-1.57K

Point72 Asia (Singapore) Pte. Ltd.

Sep 30, 25

-2.46K

Cubist Systematic Strategies, LLC

Sep 30, 25

-4.66K

Point72 (DIFC) Ltd

Sep 30, 25

-1.19K

Teton Advisors, Inc.

5.00K

Jun 30, 25

0.03%

Cable Hill Partners, LLC

4.29K

Mar 31, 25

+413

0.02%

Lindbrook Capital, LLC

103

Mar 31, 25

-220

0.00%

Nuveen Asset Management, LLC

49.60K

Dec 31, 24

0.26%

Natixis Investment Managers International

1.36K

Dec 31, 24

0.01%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

+12

0.00%

Raymond James Financial Services Advisors, Inc.

8.09K

Sep 30, 24

+20

0.04%

BlackRock Inc.

3.36M

Jun 30, 24

-43.27K

17.84%

CREDIT SUISSE AG/

25.62K

Mar 31, 24

+419

0.14%

Baystate Wealth Management LLC

840

Dec 31, 23

0.00%

Column Capital Advisors, LLC

1.00K

Sep 30, 23

0.01%

PICTET ASSET MANAGEMENT SA

882.87K

Jun 30, 23

+125.22K

4.69%

Financial Architects, Inc

16.83K

Jun 30, 23

+576

0.09%

Endurance Wealth Management, Inc.

3.20K

Jun 30, 23

0.02%

ETF MANAGERS GROUP, LLC

6.91K

Mar 31, 23

+103

0.04%

Sargent Bickham Lagudis LLC

370

Dec 31, 22

0.00%

EATON VANCE MANAGEMENT

67.95K

Sep 30, 22

-4.43K

0.36%

AlphaCrest Capital Management LLC

17.78K

Sep 30, 22

+10.76K

0.09%

Hightower 6M Holding, LLC

4.10K

Sep 30, 22

-149

0.02%

WIPFLI FINANCIAL ADVISORS LLC,

671

Sep 30, 22

+671

0.00%

Surevest, LLC

453

Sep 30, 22

0.00%

American Portfolios Advisors

Sep 30, 22

-1.54K

REGENTATLANTIC CAPITAL LLC

Sep 30, 22

-2.53K

MURPHY CAPITAL MANAGEMENT INC

3.00K

Jun 30, 22

0.02%

Cordasco Financial Network

1.47K

Jun 30, 22

0.01%

Private Capital Group, LLC

Jun 30, 22

-200

PARAMETRIC PORTFOLIO ASSOCIATES LLC

69.82K

Mar 31, 22

+22

0.37%

Amalgamated Financial Corp.

8.10K

Mar 31, 22

+8.10K

0.04%

AMP Capital Investors Ltd

Mar 31, 22

-9.49K

IndexIQ Advisors LLC

Mar 31, 22

-5.34K

6 Meridian

3.92K

Dec 31, 21

+44

0.02%

Landsberg, Bennett, & Dubbaneh LLC

47.99K

Sep 30, 21

-1.64K

0.25%

Marshall Wace North America L.P.

7.03K

Sep 30, 21

-2.09K

0.04%

PICTET ASSET MANAGEMENT LTD

498.52K

Jun 30, 21

+658

2.65%

AMUNDI ASSET MANAGEMENT US, INC.

34.99K

Mar 31, 21

-103.97K

0.19%

Aperio Group, LLC

9.77K

Dec 31, 20

-297

0.05%

First Allied Advisory Services, Inc.

Sep 30, 20

-6.38K

CHICAGO EQUITY PARTNERS LLC

Mar 31, 20

-7.74K

Advisor Group, Inc.

10.40K

Dec 31, 19

-5.63K

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

7.97K

Dec 31, 19

-3.03K

0.04%

NATIONAL INVESTMENT SERVICES INC /WI

8.41K

Sep 30, 19

-74

0.04%

TEACHERS ADVISORS, LLC

34.38K

Mar 31, 19

+1.51K

0.18%

TIAA CREF INVESTMENT MANAGEMENT LLC

30.01K

Mar 31, 19

-1.48K

0.16%

Financial Gravity Companies, Inc.

Dec 31, 18

0.00%

Impax Asset Management LTD

259.51K

Jun 30, 18

1.38%

Delpha Capital Management, LLC

Mar 31, 18

-73

BB&T INVESTMENT SERVICES, INC.

3.00K

Dec 31, 17

0.02%

AHL Partners LLP

Dec 31, 17

-22.27K

WFG Advisors, LP

115.67K

Jun 30, 17

+20.41K

0.61%

FIRST FINANCIAL EQUITY CORPORATION

10.67K

Mar 31, 17

+10.67K

0.06%

BlackRock Institutional Trust Company, N.A.

522.49K

Dec 31, 16

-312

2.77%

BlackRock Fund Advisors

514.39K

Dec 31, 16

+72.06K

2.73%

Calvert Investment Management, Inc.

105.34K

Dec 31, 16

0.56%

BlackRock Investment Management, LLC

63.51K

Dec 31, 16

-342

0.34%

BlackRock Group LTD

49.52K

Dec 31, 16

+2.75K

0.26%

BLACKROCK ADVISORS LLC

8.31K

Dec 31, 16

-157

0.04%

MSI Financial Services Inc

137

Dec 31, 16

-58

0.00%

Emerald Acquisition Ltd.

5.04K

Sep 30, 16

-20.46K

0.03%

RUSSELL FRANK CO/

59.03K

Mar 31, 16

+25.69K

0.31%

Hoxton Financial, Inc.

907

Mar 31, 16

0.00%

UBS AG

125.00K

Sep 30, 14

+10.14K

0.66%

Irish Life Investment Managers Ltd.

2.70K

Jun 30, 13

+2.70K

0.01%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

47.79K

Jun 30, 10

+5.50K

0.25%

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

678

Dec 31, 04

+678

0.00%