MSEX(MSEX)
MSEX
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 3.02M | Mar 31, 26 | -436.88K | 16.20% |
| T. Rowe Price Investment Management, Inc. | 1.74M | Mar 31, 26 | +42.69K | 9.35% |
| Neuberger Berman Group LLC | 1.55M | Mar 31, 26 | +26.34K | 8.32% |
| MORGAN STANLEY | 1.11M | Mar 31, 26 | +41.04K | 5.95% |
| STATE STREET CORP | 744.06K | Mar 31, 26 | +13.99K | 4.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 469.92K | Mar 31, 26 | +5.43K | 2.52% |
| Legal & General Group Plc | 405.85K | Mar 31, 26 | +17.30K | 2.18% |
| DIMENSIONAL FUND ADVISORS LP | 345.76K | Mar 31, 26 | +3.04K | 1.86% |
| Invesco Ltd. | 290.63K | Mar 31, 26 | -16.96K | 1.56% |
| Ledgewood Wealth Advisors, LLC | 254.02K | Mar 31, 26 | -- | 1.36% |
| TSP Capital Management Group, LLC | 210.33K | Mar 31, 26 | +22.25K | 1.13% |
| NORTHERN TRUST CORP | 198.10K | Mar 31, 26 | -252 | 1.06% |
| MIROVA | 196.00K | Mar 31, 26 | +196.00K | 1.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 191.88K | Mar 31, 26 | -18.90K | 1.03% |
| Bank of New York Mellon Corp | 177.62K | Mar 31, 26 | -3.19K | 0.95% |
| Zimmer Partners, LP | 176.90K | Mar 31, 26 | -6.75K | 0.95% |
| RENAISSANCE TECHNOLOGIES LLC | 147.01K | Mar 31, 26 | +17.80K | 0.79% |
| FIRST MANHATTAN CO. LLC. | 143.89K | Mar 31, 26 | -3.34K | 0.77% |
| GOLDMAN SACHS GROUP INC | 129.82K | Mar 31, 26 | -29.23K | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 118.97K | Mar 31, 26 | +118.97K | 0.64% |
| ProShare Advisors LLC | 118.70K | Mar 31, 26 | -176 | 0.64% |
| PRINCIPAL FINANCIAL GROUP INC | 105.39K | Mar 31, 26 | -43.75K | 0.57% |
| CRAMER ROSENTHAL MCGLYNN LLC | 93.66K | Mar 31, 26 | -11.41K | 0.50% |
| JANE STREET GROUP, LLC | 86.74K | Mar 31, 26 | +86.74K | 0.47% |
| BANK OF AMERICA CORP /DE/ | 69.32K | Mar 31, 26 | +7.03K | 0.37% |
| HRT FINANCIAL LP | 67.55K | Mar 31, 26 | +67.55K | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 65.65K | Mar 31, 26 | +2.17K | 0.35% |
| TWO SIGMA INVESTMENTS, LP | 65.52K | Mar 31, 26 | +61.42K | 0.35% |
| NUANCE INVESTMENTS, LLC | 57.19K | Mar 31, 26 | +57.19K | 0.31% |
| UBS ASSET MANAGEMENT AMERICAS INC | 55.49K | Mar 31, 26 | -18.40K | 0.30% |
| Penn Capital Management Company, LLC | 53.59K | Mar 31, 26 | +2.64K | 0.29% |
| RHUMBLINE ADVISERS | 52.10K | Mar 31, 26 | +917 | 0.28% |
| EXCHANGE TRADED CONCEPTS, LLC | 42.12K | Mar 31, 26 | +1.57K | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 40.77K | Mar 31, 26 | +40.77K | 0.22% |
| Nuveen, LLC | 39.16K | Mar 31, 26 | +226 | 0.21% |
| AMERIPRISE FINANCIAL INC | 38.44K | Mar 31, 26 | +381 | 0.21% |
| NORTHSTAR ASSET MANAGEMENT INC | 38.24K | Mar 31, 26 | -8.89K | 0.21% |
| NFJ INVESTMENT GROUP, LLC | 38.18K | Mar 31, 26 | -- | 0.20% |
| Quantinno Capital Management LP | 37.37K | Mar 31, 26 | +8.35K | 0.20% |
| Swiss National Bank | 36.26K | Mar 31, 26 | +800 | 0.19% |
| UBS Group AG | 35.76K | Mar 31, 26 | -21.11K | 0.19% |
| CITADEL ADVISORS LLC | 32.72K | Mar 31, 26 | +18.83K | 0.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 31.81K | Mar 31, 26 | +3.94K | 0.17% |
| JPMORGAN CHASE & CO | 31.42K | Mar 31, 26 | +3.28K | 0.17% |
| Baird Financial Group, Inc. | 31.39K | Mar 31, 26 | +2.49K | 0.17% |
| TD ASSET MANAGEMENT INC | 29.04K | Mar 31, 26 | +252 | 0.16% |
| SG Americas Securities, LLC | 28.66K | Mar 31, 26 | +18.38K | 0.15% |
| OPPENHEIMER & CO INC | 27.80K | Mar 31, 26 | +436 | 0.15% |
| D. E. Shaw & Co., Inc. | 26.40K | Mar 31, 26 | +6.14K | 0.14% |
| LPL Financial LLC | 24.78K | Mar 31, 26 | -1.30K | 0.13% |
| HighTower Advisors, LLC | 24.38K | Mar 31, 26 | +1.26K | 0.13% |
| CenterBook Partners LP | 22.20K | Mar 31, 26 | -1.96K | 0.12% |
| Squarepoint Ops LLC | 21.58K | Mar 31, 26 | +21.58K | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 21.03K | Mar 31, 26 | +900 | 0.11% |
| PRUDENTIAL FINANCIAL INC | 18.49K | Mar 31, 26 | +1.71K | 0.10% |
| GABELLI FUNDS LLC | 18.35K | Mar 31, 26 | -- | 0.10% |
| DEUTSCHE BANK AG\ | 18.23K | Mar 31, 26 | +1.99K | 0.10% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 17.40K | Mar 31, 26 | -1.38K | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 17.06K | Mar 31, 26 | -361 | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 16.93K | Mar 31, 26 | -5.68K | 0.09% |
| CI Private Wealth, LLC | 16.61K | Mar 31, 26 | +5.29K | 0.09% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 16.36K | Mar 31, 26 | -136 | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 15.89K | Mar 31, 26 | +516 | 0.09% |
| Magellan Asset Management Ltd | 15.50K | Mar 31, 26 | +3.09K | 0.08% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 14.25K | Mar 31, 26 | +1.26K | 0.08% |
| FRANKLIN RESOURCES INC | 12.96K | Mar 31, 26 | -1.94K | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 12.33K | Mar 31, 26 | +1.21K | 0.07% |
| Private Advisor Group, LLC | 11.97K | Mar 31, 26 | +226 | 0.06% |
| Skopos Labs, Inc. | 11.72K | Mar 31, 26 | +11.72K | 0.06% |
| VANGUARD ASSET MANAGEMENT, Ltd | 11.67K | Mar 31, 26 | +11.67K | 0.06% |
| Abacus Wealth Partners, LLC | 10.84K | Mar 31, 26 | -1.25K | 0.06% |
| WELLS FARGO & COMPANY/MN | 10.44K | Mar 31, 26 | -15.09K | 0.06% |
| MetLife Investment Management, LLC | 10.36K | Mar 31, 26 | -116 | 0.06% |
| Inspire Investing, LLC | 9.86K | Mar 31, 26 | +614 | 0.05% |
| Illinois Municipal Retirement Fund | 9.77K | Mar 31, 26 | +62 | 0.05% |
| State of Alaska, Department of Revenue | 9.59K | Mar 31, 26 | -284 | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.38K | Mar 31, 26 | -4.03K | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.33K | Mar 31, 26 | +34 | 0.05% |
| JANUS HENDERSON GROUP PLC | 8.97K | Mar 31, 26 | -- | 0.05% |
| Daiwa Securities Group Inc. | 8.94K | Mar 31, 26 | -30 | 0.05% |
| Toroso Investments, LLC | 8.57K | Mar 31, 26 | +219 | 0.05% |
| XTX Topco Ltd | 8.46K | Mar 31, 26 | +8.46K | 0.05% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 8.43K | Mar 31, 26 | -578 | 0.05% |
| Parcion Private Wealth LLC | 8.12K | Mar 31, 26 | -80 | 0.04% |
| Louisiana State Employees Retirement System | 8.10K | Mar 31, 26 | -300 | 0.04% |
| Vanguard Global Advisers, LLC | 7.20K | Mar 31, 26 | +7.20K | 0.04% |
| BLACKHILL CAPITAL INC | 6.67K | Mar 31, 26 | -- | 0.04% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6.52K | Mar 31, 26 | -385 | 0.04% |
| FIRST TRUST ADVISORS LP | 6.42K | Mar 31, 26 | +1.52K | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 6.16K | Mar 31, 26 | +190 | 0.03% |
| GUYASUTA INVESTMENT ADVISORS INC | 6.00K | Mar 31, 26 | -- | 0.03% |
| Atom Investors LP | 5.92K | Mar 31, 26 | +5.92K | 0.03% |
| TWO SIGMA SECURITIES, LLC | 5.87K | Mar 31, 26 | +5.87K | 0.03% |
| GAMMA Investing LLC | 5.79K | Mar 31, 26 | -846 | 0.03% |
| FMR LLC | 5.78K | Mar 31, 26 | -258 | 0.03% |
| Cerity Partners LLC | 5.78K | Mar 31, 26 | -3.48K | 0.03% |
| Farmers & Merchants Trust Co of Long Beach | 5.58K | Mar 31, 26 | -- | 0.03% |
| Quadrature Capital Ltd | 5.56K | Mar 31, 26 | +5.56K | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 5.55K | Mar 31, 26 | -- | 0.03% |
| Amundi | 5.48K | Mar 31, 26 | -- | 0.03% |
| CITIGROUP INC | 5.30K | Mar 31, 26 | -742 | 0.03% |
| MANGROVE PARTNERS | 5.29K | Mar 31, 26 | +5.29K | 0.03% |
| AMALGAMATED BANK | 5.28K | Mar 31, 26 | +79 | 0.03% |
| Cullen Capital Management, LLC | 5.24K | Mar 31, 26 | +191 | 0.03% |
| Russell Investments Group, Ltd. | 5.23K | Mar 31, 26 | +324 | 0.03% |
| Pictet Asset Management Holding SA | 5.06K | Mar 31, 26 | +60 | 0.03% |
| Arizona State Retirement System | 5.04K | Mar 31, 26 | -27 | 0.03% |
| Kestra Advisory Services, LLC | 5.00K | Mar 31, 26 | +32 | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 4.99K | Mar 31, 26 | +4.99K | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 4.93K | Mar 31, 26 | -- | 0.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.92K | Mar 31, 26 | -655 | 0.03% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 4.87K | Mar 31, 26 | -3 | 0.03% |
| Janney Montgomery Scott LLC | 4.84K | Mar 31, 26 | +202 | 0.03% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4.79K | Mar 31, 26 | -- | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 4.74K | Mar 31, 26 | -5.64K | 0.03% |
| INTECH INVESTMENT MANAGEMENT LLC | 4.63K | Mar 31, 26 | -2.67K | 0.02% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 4.54K | Mar 31, 26 | -5 | 0.02% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 4.53K | Mar 31, 26 | -- | 0.02% |
| Atria Investments, Inc | 4.47K | Mar 31, 26 | +235 | 0.02% |
| FIFTH THIRD BANCORP | 4.39K | Mar 31, 26 | +4.26K | 0.02% |
| Point72 Asset Management, L.P. | 4.39K | Mar 31, 26 | +4.39K | 0.02% |
| Clean Yield Group | 4.35K | Mar 31, 26 | -175 | 0.02% |
| Ethic Inc. | 4.27K | Mar 31, 26 | -266 | 0.02% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4.21K | Mar 31, 26 | -- | 0.02% |
| Tower Research Capital LLC (TRC) | 4.19K | Mar 31, 26 | +3.28K | 0.02% |
| SEI INVESTMENTS CO | 4.11K | Mar 31, 26 | +4.11K | 0.02% |
| Perigon Wealth Management, LLC | 4.09K | Mar 31, 26 | +4.09K | 0.02% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.04K | Mar 31, 26 | -105 | 0.02% |
| State of Tennessee, Treasury Department | 4.03K | Mar 31, 26 | -- | 0.02% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3.91K | Mar 31, 26 | +3.91K | 0.02% |
| KLP KAPITALFORVALTNING AS | 3.90K | Mar 31, 26 | -- | 0.02% |
| Vanguard Investments Australia, Ltd. | 3.74K | Mar 31, 26 | +3.74K | 0.02% |
| BARCLAYS PLC | 3.55K | Mar 31, 26 | -25.00K | 0.02% |
| ARMSTRONG ADVISORY GROUP, INC | 3.55K | Mar 31, 26 | +6 | 0.02% |
| ROYAL BANK OF CANADA | 3.40K | Mar 31, 26 | -518 | 0.02% |
| Quantbot Technologies LP | 3.28K | Mar 31, 26 | +3.28K | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 3.13K | Mar 31, 26 | -2.74K | 0.02% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2.97K | Mar 31, 26 | -- | 0.02% |
| HARBOR CAPITAL ADVISORS, INC. | 2.82K | Mar 31, 26 | +2.82K | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.54K | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 2.50K | Mar 31, 26 | +273 | 0.01% |
| Ensign Peak Advisors, Inc | 2.50K | Mar 31, 26 | -- | 0.01% |
| Cassaday & Co Wealth Management LLC | 2.19K | Mar 31, 26 | +2.19K | 0.01% |
| Ameritas Investment Partners, Inc. | 1.49K | Mar 31, 26 | -- | 0.01% |
| ST GERMAIN D J CO INC | 1.33K | Mar 31, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 1.25K | Mar 31, 26 | -4.83K | 0.01% |
| Steward Partners Investment Advisory, LLC | 971 | Mar 31, 26 | -- | 0.01% |
| City State Bank | 967 | Mar 31, 26 | -- | 0.01% |
| KBC Group NV | 857 | Mar 31, 26 | +857 | 0.00% |
| US BANCORP \DE\ | 841 | Mar 31, 26 | +328 | 0.00% |
| NBT BANK N A /NY | 820 | Mar 31, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 762 | Mar 31, 26 | -797 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 756 | Mar 31, 26 | +500 | 0.00% |
| Costello Asset Management, INC | 690 | Mar 31, 26 | +4 | 0.00% |
| North Star Investment Management Corp. | 625 | Mar 31, 26 | -- | 0.00% |
| Clarity Asset Management, Inc. | 580 | Mar 31, 26 | +97 | 0.00% |
| Lummis Asset Management, LP | 550 | Mar 31, 26 | +550 | 0.00% |
| Allworth Financial LP | 548 | Mar 31, 26 | +3 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 536 | Mar 31, 26 | +178 | 0.00% |
| Sterling Capital Management LLC | 531 | Mar 31, 26 | -379 | 0.00% |
| Parallel Advisors, LLC | 521 | Mar 31, 26 | +212 | 0.00% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 472 | Mar 31, 26 | +400 | 0.00% |
| VEGA INVESTMENT SOLUTIONS | 471 | Mar 31, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 453 | Mar 31, 26 | +209 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 442 | Mar 31, 26 | -5 | 0.00% |
| Farther Finance Advisors, LLC | 432 | Mar 31, 26 | +191 | 0.00% |
| CENTRAL TRUST Co | 425 | Mar 31, 26 | -- | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 405 | Mar 31, 26 | -206 | 0.00% |
| EverSource Wealth Advisors, LLC | 397 | Mar 31, 26 | +374 | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 368 | Mar 31, 26 | +368 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 303 | Mar 31, 26 | -44 | 0.00% |
| MAI Capital Management | 303 | Mar 31, 26 | +3 | 0.00% |
| Hanson & Doremus Investment Management | 300 | Mar 31, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 300 | Mar 31, 26 | -- | 0.00% |
| TSFG, LLC | 288 | Mar 31, 26 | +2 | 0.00% |
| Rosenberg Matthew Hamilton | 259 | Mar 31, 26 | -- | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 243 | Mar 31, 26 | -1.24K | 0.00% |
| BESSEMER GROUP INC | 214 | Mar 31, 26 | +115 | 0.00% |
| BNP Paribas Asset Management Holding S.A. | 205 | Mar 31, 26 | +18 | 0.00% |
| Versant Capital Management, Inc | 159 | Mar 31, 26 | -575 | 0.00% |
| Spire Wealth Management | 127 | Mar 31, 26 | +1 | 0.00% |
| SIGNATUREFD, LLC | 118 | Mar 31, 26 | -121 | 0.00% |
| SJS Investment Consulting Inc. | 100 | Mar 31, 26 | -- | 0.00% |
| UMB Bank, n.a. | 96 | Mar 31, 26 | -21 | 0.00% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 66 | Mar 31, 26 | -30 | 0.00% |
| Larson Financial Group LLC | 62 | Mar 31, 26 | -4 | 0.00% |
| Smartleaf Asset Management LLC | 60 | Mar 31, 26 | -113 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 53 | Mar 31, 26 | -78 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 42 | Mar 31, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 35 | Mar 31, 26 | -- | 0.00% |
| Quarry LP | 33 | Mar 31, 26 | +33 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 27 | Mar 31, 26 | +22 | 0.00% |
| Fortitude Family Office, LLC | 23 | Mar 31, 26 | -65 | 0.00% |
| Vermillion Wealth Management, Inc. | 20 | Mar 31, 26 | +1 | 0.00% |
| Private Wealth Management Group, LLC | 17 | Mar 31, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 12 | Mar 31, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 12 | Mar 31, 26 | -- | 0.00% |
| IFP Advisors, Inc | 10 | Mar 31, 26 | -33 | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 8 | Mar 31, 26 | +8 | 0.00% |
| ASSETMARK, INC | 7 | Mar 31, 26 | -- | 0.00% |
| TFC Financial Management, Inc. | 5 | Mar 31, 26 | -- | 0.00% |
| Quaker Wealth Management, LLC | 3 | Mar 31, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 2 | Mar 31, 26 | +2 | 0.00% |
| Abound Wealth Management | 2 | Mar 31, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 1 | Mar 31, 26 | +1 | 0.00% |
| Caitong International Asset Management Co., Ltd | 1 | Mar 31, 26 | +1 | 0.00% |
| Hughes Financial Services, LLC | 1 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 1 | Mar 31, 26 | +1 | 0.00% |
| CLEAR STREET MARKETS LLC | -- | Mar 31, 26 | -221 | -- |
| Quent Capital, LLC | -- | Mar 31, 26 | -112 | -- |
| Catalyst Funds Management Pty Ltd | -- | Mar 31, 26 | -21.49K | -- |
| Aventail Capital Group, LP | -- | Mar 31, 26 | -45.51K | -- |
| ExodusPoint Capital Management, LP | -- | Mar 31, 26 | -15.86K | -- |
| AMERICAN CENTURY COMPANIES INC | -- | Mar 31, 26 | -39.48K | -- |
| Concord Wealth Partners | -- | Mar 31, 26 | -921 | -- |
| Verition Fund Management LLC | -- | Mar 31, 26 | -8.69K | -- |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | -- | Mar 31, 26 | -15.72K | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -- | Mar 31, 26 | -42 | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | -- | Mar 31, 26 | -8.30K | -- |
| Aquatic Capital Management LLC | -- | Mar 31, 26 | -1.98K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -4 | -- |
| SRS Capital Advisors, Inc. | -- | Mar 31, 26 | -95 | -- |
| VANGUARD GROUP INC | 1.40M | Dec 31, 25 | +25.36K | 7.51% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 16.50K | Dec 31, 25 | +11 | 0.09% |
| Main Street Financial Solutions, LLC | 10.57K | Dec 31, 25 | +41 | 0.06% |
| COMERICA BANK | 6.10K | Dec 31, 25 | +883 | 0.03% |
| Amundi | 5.48K | Dec 31, 25 | +5.48K | 0.03% |
| Global Retirement Partners, LLC | 1.28K | Dec 31, 25 | +10 | 0.01% |
| CIBC Private Wealth Group, LLC | 4 | Dec 31, 25 | +4 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -21 | -- |
| Sunbelt Securities, Inc. | -- | Dec 31, 25 | -3 | -- |
| Thematics Asset Management | 171.00K | Sep 30, 25 | -- | 0.92% |
| Glenmede Investment Management, LP | 7.86K | Sep 30, 25 | -31 | 0.04% |
| CROWLEY WEALTH MANAGEMENT, INC. | 785 | Sep 30, 25 | -- | 0.00% |
| Point72 (DIFC) Ltd | -- | Sep 30, 25 | -1.19K | -- |
| Point72 Asia (Singapore) Pte. Ltd. | -- | Sep 30, 25 | -2.46K | -- |
| Cubist Systematic Strategies, LLC | -- | Sep 30, 25 | -4.66K | -- |
| Gitterman Wealth Management, LLC | -- | Sep 30, 25 | -1.57K | -- |
| 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 | -- | 0.27% |
| 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 | 18.05% |
| 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 | 4.74% |
| 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 | 0.10% |
| 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% |
| REGENTATLANTIC CAPITAL LLC | -- | Sep 30, 22 | -2.53K | -- |
| American Portfolios Advisors | -- | Sep 30, 22 | -1.54K | -- |
| 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 | 0.26% |
| 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 | 2.68% |
| 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 | 0.05% |
| 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 | -- | 1.39% |
| 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 | 0.62% |
| 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 | 2.81% |
| BlackRock Fund Advisors | 514.39K | Dec 31, 16 | +72.06K | 2.76% |
| Calvert Investment Management, Inc. | 105.34K | Dec 31, 16 | -- | 0.57% |
| BlackRock Investment Management, LLC | 63.51K | Dec 31, 16 | -342 | 0.34% |
| BlackRock Group LTD | 49.52K | Dec 31, 16 | +2.75K | 0.27% |
| 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 | 0.32% |
| Hoxton Financial, Inc. | 907 | Mar 31, 16 | -- | 0.00% |
| UBS AG | 125.00K | Sep 30, 14 | +10.14K | 0.67% |
| 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 | 0.26% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 678 | Dec 31, 04 | +678 | 0.00% |