NewtekOne, Inc.(NEWT)

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NewtekOne, Inc.(NEWT)

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$13.02—

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NEWT(NEWT)

NEWT

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Institutional Ownership

Top 231 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	2.53M	Jun 30, 26	+332.79K	8.75%
VANGUARD CAPITAL MANAGEMENT LLC	1.12M	Jun 30, 26	-47.70K	3.87%
PRICE T ROWE ASSOCIATES INC /MD/	1.10M	Jun 30, 26	+173.09K	3.79%
GOLDMAN SACHS GROUP INC	731.31K	Jun 30, 26	+67.55K	2.53%
GEODE CAPITAL MANAGEMENT, LLC	703.05K	Jun 30, 26	+45.70K	2.43%
AQR CAPITAL MANAGEMENT LLC	568.82K	Jun 30, 26	+3.93K	1.97%
STATE STREET CORP	539.67K	Jun 30, 26	+21.97K	1.87%
MARSHALL WACE, LLP	536.05K	Jun 30, 26	-88.15K	1.86%
ROYCE & ASSOCIATES LP	337.54K	Jun 30, 26	--	1.17%
TWO SIGMA INVESTMENTS, LP	332.80K	Jun 30, 26	+93.64K	1.15%
Connor, Clark & Lunn Investment Management Ltd.	318.24K	Jun 30, 26	+18.28K	1.10%
FRANKLIN RESOURCES INC	312.01K	Jun 30, 26	+58.02K	1.08%
MORGAN STANLEY	221.07K	Jun 30, 26	-33.51K	0.77%
NORTHERN TRUST CORP	215.14K	Jun 30, 26	+20.77K	0.74%
AMERIPRISE FINANCIAL INC	202.17K	Jun 30, 26	+67.98K	0.70%
VANGUARD FIDUCIARY TRUST CO	178.52K	Jun 30, 26	+8.75K	0.62%
Squarepoint Ops LLC	173.34K	Jun 30, 26	+11.53K	0.60%
TUDOR INVESTMENT CORP ET AL	158.58K	Jun 30, 26	+70.31K	0.55%
North Reef Capital Management LP	155.68K	Jun 30, 26	-43.27K	0.54%
Bank of New York Mellon Corp	152.84K	Jun 30, 26	+14.34K	0.53%
Nuveen, LLC	141.90K	Jun 30, 26	-99.28K	0.49%
BARRETT & COMPANY, INC.	129.62K	Jun 30, 26	+18.70K	0.45%
Trexquant Investment LP	124.56K	Jun 30, 26	-18.06K	0.43%
Quantinno Capital Management LP	120.63K	Jun 30, 26	+40.09K	0.42%
D. E. Shaw & Co., Inc.	120.06K	Jun 30, 26	-22.95K	0.42%
LSV ASSET MANAGEMENT	118.00K	Jun 30, 26	-2.50K	0.41%
FIRST TRUST ADVISORS LP	100.25K	Jun 30, 26	+3.73K	0.35%
Huber Capital Management LLC	99.21K	Jun 30, 26	-1.00K	0.34%
North Star Investment Management Corp.	94.00K	Jun 30, 26	+94.00K	0.33%
CITIGROUP INC	85.31K	Jun 30, 26	+16.99K	0.30%
Boston Partners	84.63K	Jun 30, 26	+1.35K	0.29%
Man Group plc	82.24K	Jun 30, 26	+10.03K	0.28%
Creative Planning	78.89K	Jun 30, 26	+20.65K	0.27%
BANK OF AMERICA CORP /DE/	70.99K	Jun 30, 26	+5.55K	0.25%
AMERICAN CENTURY COMPANIES INC	64.00K	Jun 30, 26	+8.81K	0.22%
SEGALL BRYANT & HAMILL, LLC	63.43K	Jun 30, 26	--	0.22%
Ridgewood Investments LLC	62.28K	Jun 30, 26	-200	0.22%
Invesco Ltd.	57.74K	Jun 30, 26	+8.13K	0.20%
MILLENNIUM MANAGEMENT LLC	53.86K	Jun 30, 26	-9.01K	0.19%
Numerai GP LLC	51.19K	Jun 30, 26	-9.42K	0.18%
IEQ CAPITAL, LLC	51.18K	Jun 30, 26	+3.77K	0.18%
JACKSON THORNTON ASSET MANAGEMENT, LLC	51.01K	Jun 30, 26	+25.27K	0.18%
Jump Financial, LLC	50.20K	Jun 30, 26	-4.03K	0.17%
AVENIR CORP	40.80K	Jun 30, 26	--	0.14%
Vanguard Global Advisers, LLC	40.24K	Jun 30, 26	--	0.14%
CITADEL ADVISORS LLC	39.73K	Jun 30, 26	+39.73K	0.14%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	38.19K	Jun 30, 26	+8.58K	0.13%
WELLS FARGO & COMPANY/MN	35.85K	Jun 30, 26	+13.39K	0.12%
XTX Topco Ltd	33.28K	Jun 30, 26	+5.04K	0.12%
RHUMBLINE ADVISERS	30.68K	Jun 30, 26	+1.64K	0.11%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	29.70K	Jun 30, 26	--	0.10%
Founders Financial Alliance, LLC	28.90K	Jun 30, 26	+254	0.10%
ALLIANCEBERNSTEIN L.P.	27.17K	Jun 30, 26	+1.50K	0.09%
DEUTSCHE BANK AG\	25.23K	Jun 30, 26	+2.02K	0.09%
MetLife Investment Management, LLC	24.78K	Jun 30, 26	+2.33K	0.09%
1620 INVESTMENT ADVISORS, INC.	24.64K	Jun 30, 26	--	0.09%
HSBC HOLDINGS PLC	24.33K	Jun 30, 26	+24.33K	0.08%
Integrated Quantitative Investments LLC	23.82K	Jun 30, 26	+23.82K	0.08%
Cerity Partners LLC	23.02K	Jun 30, 26	+9.09K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	22.30K	Jun 30, 26	+8.01K	0.08%
ALGERT GLOBAL LLC	21.88K	Jun 30, 26	+4.03K	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21.51K	Jun 30, 26	+6.83K	0.07%
LPL Financial LLC	21.08K	Jun 30, 26	-281	0.07%
UBS Group AG	19.16K	Jun 30, 26	+3.49K	0.07%
Russell Investments Group, Ltd.	19.07K	Jun 30, 26	+11.77K	0.07%
Kestra Advisory Services, LLC	19.06K	Jun 30, 26	+110	0.07%
BNP PARIBAS ARBITRAGE, SNC	18.90K	Jun 30, 26	+12.27K	0.07%
Mariner, LLC	18.89K	Jun 30, 26	+5.55K	0.07%
BEACON INVESTMENT ADVISORS LLC	16.96K	Jun 30, 26	+238	0.06%
BOOTHBAY FUND MANAGEMENT, LLC	16.75K	Jun 30, 26	+4.39K	0.06%
JPMORGAN CHASE & CO	16.37K	Jun 30, 26	+6.28K	0.06%
BALYASNY ASSET MANAGEMENT L.P.	15.16K	Jun 30, 26	+15.16K	0.05%
Arkadios Wealth Advisors	15.14K	Jun 30, 26	-1.06K	0.05%
MARTINGALE ASSET MANAGEMENT L P	13.95K	Jun 30, 26	+13.95K	0.05%
CI Private Wealth, LLC	13.66K	Jun 30, 26	+272	0.05%
Sequoia Financial Advisors, LLC	13.05K	Jun 30, 26	+13.05K	0.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	11.75K	Jun 30, 26	+215	0.04%
JANE STREET GROUP, LLC	10.53K	Jun 30, 26	-47.56K	0.04%
nVerses Capital, LLC	10.42K	Jun 30, 26	+10.42K	0.04%
Cambridge Investment Research Advisors, Inc.	10.36K	Jun 30, 26	-14.69K	0.04%
DUMONT & BLAKE INVESTMENT ADVISORS LLC	10.25K	Jun 30, 26	-500	0.04%
Regal Investment Advisors LLC	10.20K	Jun 30, 26	--	0.04%
Police & Firemen's Retirement System of New Jersey	9.11K	Jun 30, 26	+3.17K	0.03%
SRS Capital Advisors, Inc.	9.00K	Jun 30, 26	+8.77K	0.03%
NEW YORK STATE COMMON RETIREMENT FUND	7.70K	Jun 30, 26	+7.20K	0.03%
BARCLAYS PLC	7.07K	Jun 30, 26	-9.72K	0.02%
Crewe Advisors LLC	6.00K	Jun 30, 26	+3.00K	0.02%
FMR LLC	5.22K	Jun 30, 26	+89	0.02%
MEEDER ASSET MANAGEMENT INC	4.31K	Jun 30, 26	+4.31K	0.01%
Allworth Financial LP	3.12K	Jun 30, 26	+489	0.01%
Ancora Advisors, LLC	3.11K	Jun 30, 26	--	0.01%
ADVISOR GROUP HOLDINGS, INC.	3.09K	Jun 30, 26	-202	0.01%
Farther Finance Advisors, LLC	2.49K	Jun 30, 26	+779	0.01%
ROYAL BANK OF CANADA	2.47K	Jun 30, 26	+2.37K	0.01%
Glen Eagle Advisors, LLC	2.42K	Jun 30, 26	-250	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	2.39K	Jun 30, 26	+1.13K	0.01%
Legal & General Group Plc	2.32K	Jun 30, 26	--	0.01%
VISION FINANCIAL MARKETS LLC	1.97K	Jun 30, 26	+38	0.01%
Ameritas Investment Partners, Inc.	1.93K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.88K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	1.72K	Jun 30, 26	-412	0.01%
HARBOUR INVESTMENTS, INC.	1.69K	Jun 30, 26	+6	0.01%
Integrated Wealth Concepts LLC	1.44K	Jun 30, 26	+1.44K	0.00%
Versant Capital Management, Inc	1.43K	Jun 30, 26	-30	0.00%
EverSource Wealth Advisors, LLC	1.36K	Jun 30, 26	+308	0.00%
GAMMA Investing LLC	1.23K	Jun 30, 26	+105	0.00%
SIGNATUREFD, LLC	1.20K	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	1.10K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	1.00K	Jun 30, 26	-1.66K	0.00%
Avion Wealth	1.00K	Jun 30, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	840	Jun 30, 26	--	0.00%
FNY Investment Advisers, LLC	800	Jun 30, 26	--	0.00%
CLEAR STREET MARKETS LLC	636	Jun 30, 26	+636	0.00%
Sterling Capital Management LLC	514	Jun 30, 26	-301	0.00%
Axiom Investment Management LLC	348	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	343	Jun 30, 26	+29	0.00%
US BANCORP \DE\	323	Jun 30, 26	+80	0.00%
JONES FINANCIAL COMPANIES LLLP	309	Jun 30, 26	+47	0.00%
WealthCollab, LLC	203	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	189	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	142	Jun 30, 26	+142	0.00%
Covestor Ltd	126	Jun 30, 26	+31	0.00%
PICTON MAHONEY ASSET MANAGEMENT	121	Jun 30, 26	+121	0.00%
Synergy Investment Management, LLC	115	Jun 30, 26	--	0.00%
True Wealth Design, LLC	93	Jun 30, 26	+50	0.00%
Larson Financial Group LLC	87	Jun 30, 26	+87	0.00%
Fortitude Family Office, LLC	84	Jun 30, 26	+84	0.00%
Rockefeller Capital Management L.P.	79	Jun 30, 26	--	0.00%
GROUP ONE TRADING, L.P.	78	Jun 30, 26	+78	0.00%
Optiver Holding B.V.	66	Jun 30, 26	-200	0.00%
Cornerstone Planning Group LLC	50	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	34	Jun 30, 26	-130	0.00%
Front Row Advisors LLC	32	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	23	Jun 30, 26	-22	0.00%
SJS Investment Consulting Inc.	18	Jun 30, 26	+6	0.00%
Caitong International Asset Management Co., Ltd	14	Jun 30, 26	-13	0.00%
TD PRIVATE CLIENT WEALTH LLC	13	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	4	Jun 30, 26	+4	0.00%
Steward Partners Investment Advisory, LLC	3	Jun 30, 26	+3	0.00%
Clearstead Advisors, LLC	1	Jun 30, 26	+1	0.00%
MIRABELLA FINANCIAL SERVICES LLP	--	Jun 30, 26	-14.94K	--
EP Wealth Advisors, LLC	--	Jun 30, 26	-10.31K	--
Root Financial Partners, LLC	--	Jun 30, 26	-47	--
Aquatic Capital Management LLC	--	Jun 30, 26	-802	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-433	--
Campbell & CO Investment Adviser LLC	--	Jun 30, 26	-12.43K	--
Colony Group, LLC	--	Jun 30, 26	-13.04K	--
Brevan Howard Capital Management LP	--	Jun 30, 26	-26.61K	--
GSA CAPITAL PARTNERS LLP	--	Jun 30, 26	-60.82K	--
Advisory Services Network, LLC	--	Jun 30, 26	-4.01K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-108.39K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-14.71K	--
ExodusPoint Capital Management, LP	--	Jun 30, 26	-42.35K	--
MAI Capital Management	--	Jun 30, 26	-109	--
Magnetar Financial LLC	--	Jun 30, 26	-14.12K	--
PRICE T ROWE ASSOCIATES INC /MD/	922.47K	Mar 31, 26	+565.36K	3.19%
AQR CAPITAL MANAGEMENT LLC	564.89K	Mar 31, 26	+29.36K	1.96%
FRANKLIN RESOURCES INC	253.99K	Mar 31, 26	+253.99K	0.88%
TWO SIGMA INVESTMENTS, LP	239.16K	Mar 31, 26	-18.62K	0.83%
NORTHERN TRUST CORP	194.37K	Mar 31, 26	+22.48K	0.67%
D. E. Shaw & Co., Inc.	143.01K	Mar 31, 26	-90.34K	0.49%
Trexquant Investment LP	142.61K	Mar 31, 26	-2.64K	0.49%
AMERIPRISE FINANCIAL INC	134.18K	Mar 31, 26	-4.31K	0.46%
Qube Research & Technologies Ltd	108.39K	Mar 31, 26	+44.49K	0.38%
Huber Capital Management LLC	100.21K	Mar 31, 26	+14.00K	0.35%
Quantinno Capital Management LP	80.54K	Mar 31, 26	+39.99K	0.28%
BANK OF AMERICA CORP /DE/	65.44K	Mar 31, 26	+13.76K	0.23%
MILLENNIUM MANAGEMENT LLC	62.87K	Mar 31, 26	+976	0.22%
Numerai GP LLC	60.61K	Mar 31, 26	+60.61K	0.21%
Creative Planning	58.23K	Mar 31, 26	+14.79K	0.20%
Almitas Capital LLC	53.57K	Mar 31, 26	--	0.19%
ExodusPoint Capital Management, LP	42.35K	Mar 31, 26	+42.35K	0.15%
AVENIR CORP	40.80K	Mar 31, 26	--	0.14%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	29.61K	Mar 31, 26	+29.61K	0.10%
ALLIANCEBERNSTEIN L.P.	25.67K	Mar 31, 26	--	0.09%
CWM, LLC	21.15K	Mar 31, 26	-645	0.07%
BEACON INVESTMENT ADVISORS LLC	16.72K	Mar 31, 26	+224	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.71K	Mar 31, 26	+14.71K	0.05%
Magnetar Financial LLC	14.12K	Mar 31, 26	+14.12K	0.05%
Cerity Partners LLC	13.94K	Mar 31, 26	+224	0.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	11.54K	Mar 31, 26	+1.10K	0.04%
Regal Investment Advisors LLC	10.20K	Mar 31, 26	+10.20K	0.04%
Legal & General Group Plc	2.32K	Mar 31, 26	+432	0.01%
Ameritas Investment Partners, Inc.	1.93K	Mar 31, 26	--	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	1.33K	Mar 31, 26	-46	0.00%
Aquatic Capital Management LLC	802	Mar 31, 26	-7.57K	0.00%
QUADRANT CAPITAL GROUP LLC	433	Mar 31, 26	-773	0.00%
JONES FINANCIAL COMPANIES LLLP	262	Mar 31, 26	+81	0.00%
US BANCORP \DE\	243	Mar 31, 26	+142	0.00%
Synergy Investment Management, LLC	115	Mar 31, 26	+115	0.00%
MAI Capital Management	109	Mar 31, 26	+90	0.00%
Rockefeller Capital Management L.P.	79	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	21	Mar 31, 26	--	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	--	Mar 31, 26	-7.06K	--
Point72 Asset Management, L.P.	--	Mar 31, 26	-41.14K	--
RAYMOND JAMES FINANCIAL INC	--	Mar 31, 26	-21.22K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-66.38K	--
Jefferies Financial Group Inc.	--	Mar 31, 26	-35.00K	--
Graham Capital Management, L.P.	--	Mar 31, 26	-33.03K	--
VANGUARD GROUP INC	1.52M	Dec 31, 25	+57.04K	5.25%
TWO SIGMA ADVISERS, LP	42.30K	Dec 31, 25	-10.60K	0.15%
Quest Partners LLC	22.16K	Dec 31, 25	+409	0.08%
Cubist Systematic Strategies, LLC	90.77K	Sep 30, 25	-34.24K	0.31%
Point72 Europe (London) LLP	21	Sep 30, 25	+21	0.00%
Corton Capital Inc.	--	Sep 30, 25	-28.31K	--
Lindbrook Capital, LLC	85	Mar 31, 25	-125	0.00%
Nuveen Asset Management, LLC	68.23K	Dec 31, 24	+25.40K	0.24%
AlphaMark Advisors, LLC	200	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	49.80K	Sep 30, 24	-2.99K	0.17%
Raymond James Financial Services Advisors, Inc.	39.84K	Sep 30, 24	+24.28K	0.14%
BlackRock Inc.	1.83M	Jun 30, 24	+39.55K	6.32%
PUTNAM INVESTMENTS LLC	216.16K	Dec 31, 23	-7.20K	0.75%
Sutton Wealth Advisors Inc.	75	Sep 30, 23	--	0.00%
BDO Wealth Advisors, LLC	1.20K	Jun 30, 23	-1.00K	0.00%
Ahrens Investment Partners LLC	1.05K	Mar 31, 23	+1.05K	0.00%
American Portfolios Advisors	1.49K	Sep 30, 22	--	0.01%
EXANE DERIVATIVES	870	Jun 30, 22	--	0.00%
NEXT Financial Group, Inc	817	Dec 31, 21	+239	0.00%
Marshall Wace North America L.P.	111.19K	Sep 30, 21	+111.19K	0.38%
LADENBURG THALMANN FINANCIAL SERVICES INC.	27.61K	Dec 31, 19	+58	0.10%
Advisor Group, Inc.	8.56K	Dec 31, 19	+46	0.03%
LOEB PARTNERS CORP	22	Mar 31, 19	--	0.00%
PEAK6 Group LLC	6.13K	Jun 30, 18	-3.16K	0.02%
Numeric Investors LLC	21.40K	Dec 31, 17	+21.40K	0.07%
Hutchin Hill Capital, LP	--	Dec 31, 17	-12.50K	--
Commonwealth Equity Services, Inc	15.93K	Jun 30, 17	+3.58K	0.06%
WFG Advisors, LP	496	Jun 30, 17	+367	0.00%
Virtu KCG Holdings LLC	--	Jun 30, 17	-13.39K	--
Spot Trading L.L.C	--	Mar 31, 17	-1.41K	--
MSI Financial Services Inc	24.88K	Dec 31, 16	+7.76K	0.09%
CHUBB CORP	13.93K	Dec 31, 15	+631	0.05%

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Holder

Date

Change

% Held

BlackRock, Inc.

2.53M

Jun 30, 26

+332.79K

8.75%

VANGUARD CAPITAL MANAGEMENT LLC

1.12M

Jun 30, 26

-47.70K

3.87%

PRICE T ROWE ASSOCIATES INC /MD/

1.10M

Jun 30, 26

+173.09K

3.79%

GOLDMAN SACHS GROUP INC

731.31K

Jun 30, 26

+67.55K

2.53%

GEODE CAPITAL MANAGEMENT, LLC

703.05K

Jun 30, 26

+45.70K

2.43%

AQR CAPITAL MANAGEMENT LLC

568.82K

Jun 30, 26

+3.93K

1.97%

STATE STREET CORP

539.67K

Jun 30, 26

+21.97K

1.87%

MARSHALL WACE, LLP

536.05K

Jun 30, 26

-88.15K

1.86%

ROYCE & ASSOCIATES LP

337.54K

Jun 30, 26

1.17%

TWO SIGMA INVESTMENTS, LP

332.80K

Jun 30, 26

+93.64K

1.15%

Connor, Clark & Lunn Investment Management Ltd.

318.24K

Jun 30, 26

+18.28K

1.10%

FRANKLIN RESOURCES INC

312.01K

Jun 30, 26

+58.02K

1.08%

MORGAN STANLEY

221.07K

Jun 30, 26

-33.51K

0.77%

NORTHERN TRUST CORP

215.14K

Jun 30, 26

+20.77K

0.74%

AMERIPRISE FINANCIAL INC

202.17K

Jun 30, 26

+67.98K

0.70%

VANGUARD FIDUCIARY TRUST CO

178.52K

Jun 30, 26

+8.75K

0.62%

Squarepoint Ops LLC

173.34K

Jun 30, 26

+11.53K

0.60%

TUDOR INVESTMENT CORP ET AL

158.58K

Jun 30, 26

+70.31K

0.55%

North Reef Capital Management LP

155.68K

Jun 30, 26

-43.27K

0.54%

Bank of New York Mellon Corp

152.84K

Jun 30, 26

+14.34K

0.53%

Nuveen, LLC

141.90K

Jun 30, 26

-99.28K

0.49%

BARRETT & COMPANY, INC.

129.62K

Jun 30, 26

+18.70K

0.45%

Trexquant Investment LP

124.56K

Jun 30, 26

-18.06K

0.43%

Quantinno Capital Management LP

120.63K

Jun 30, 26

+40.09K

0.42%

D. E. Shaw & Co., Inc.

120.06K

Jun 30, 26

-22.95K

0.42%

LSV ASSET MANAGEMENT

118.00K

Jun 30, 26

-2.50K

0.41%

FIRST TRUST ADVISORS LP

100.25K

Jun 30, 26

+3.73K

0.35%

Huber Capital Management LLC

99.21K

Jun 30, 26

-1.00K

0.34%

North Star Investment Management Corp.

94.00K

Jun 30, 26

+94.00K

0.33%

CITIGROUP INC

85.31K

Jun 30, 26

+16.99K

0.30%

Boston Partners

84.63K

Jun 30, 26

+1.35K

0.29%

Man Group plc

82.24K

Jun 30, 26

+10.03K

0.28%

Creative Planning

78.89K

Jun 30, 26

+20.65K

0.27%

BANK OF AMERICA CORP /DE/

70.99K

Jun 30, 26

+5.55K

0.25%

AMERICAN CENTURY COMPANIES INC

64.00K

Jun 30, 26

+8.81K

0.22%

SEGALL BRYANT & HAMILL, LLC

63.43K

Jun 30, 26

0.22%

Ridgewood Investments LLC

62.28K

Jun 30, 26

-200

0.22%

Invesco Ltd.

57.74K

Jun 30, 26

+8.13K

0.20%

MILLENNIUM MANAGEMENT LLC

53.86K

Jun 30, 26

-9.01K

0.19%

Numerai GP LLC

51.19K

Jun 30, 26

-9.42K

0.18%

IEQ CAPITAL, LLC

51.18K

Jun 30, 26

+3.77K

0.18%

JACKSON THORNTON ASSET MANAGEMENT, LLC

51.01K

Jun 30, 26

+25.27K

0.18%

Jump Financial, LLC

50.20K

Jun 30, 26

-4.03K

0.17%

AVENIR CORP

40.80K

Jun 30, 26

0.14%

Vanguard Global Advisers, LLC

40.24K

Jun 30, 26

0.14%

CITADEL ADVISORS LLC

39.73K

Jun 30, 26

+39.73K

0.14%

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

38.19K

Jun 30, 26

+8.58K

0.13%

WELLS FARGO & COMPANY/MN

35.85K

Jun 30, 26

+13.39K

0.12%

XTX Topco Ltd

33.28K

Jun 30, 26

+5.04K

0.12%

RHUMBLINE ADVISERS

30.68K

Jun 30, 26

+1.64K

0.11%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

29.70K

Jun 30, 26

0.10%

Founders Financial Alliance, LLC

28.90K

Jun 30, 26

+254

0.10%

ALLIANCEBERNSTEIN L.P.

27.17K

Jun 30, 26

+1.50K

0.09%

DEUTSCHE BANK AG\

25.23K

Jun 30, 26

+2.02K

0.09%

MetLife Investment Management, LLC

24.78K

Jun 30, 26

+2.33K

0.09%

1620 INVESTMENT ADVISORS, INC.

24.64K

Jun 30, 26

0.09%

HSBC HOLDINGS PLC

24.33K

Jun 30, 26

+24.33K

0.08%

Integrated Quantitative Investments LLC

23.82K

Jun 30, 26

+23.82K

0.08%

Cerity Partners LLC

23.02K

Jun 30, 26

+9.09K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

22.30K

Jun 30, 26

+8.01K

0.08%

ALGERT GLOBAL LLC

21.88K

Jun 30, 26

+4.03K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

21.51K

Jun 30, 26

+6.83K

0.07%

LPL Financial LLC

21.08K

Jun 30, 26

-281

0.07%

UBS Group AG

19.16K

Jun 30, 26

+3.49K

0.07%

Russell Investments Group, Ltd.

19.07K

Jun 30, 26

+11.77K

0.07%

Kestra Advisory Services, LLC

19.06K

Jun 30, 26

+110

0.07%

BNP PARIBAS ARBITRAGE, SNC

18.90K

Jun 30, 26

+12.27K

0.07%

Mariner, LLC

18.89K

Jun 30, 26

+5.55K

0.07%

BEACON INVESTMENT ADVISORS LLC

16.96K

Jun 30, 26

+238

0.06%

BOOTHBAY FUND MANAGEMENT, LLC

16.75K

Jun 30, 26

+4.39K

0.06%

JPMORGAN CHASE & CO

16.37K

Jun 30, 26

+6.28K

0.06%

BALYASNY ASSET MANAGEMENT L.P.

15.16K

Jun 30, 26

+15.16K

0.05%

Arkadios Wealth Advisors

15.14K

Jun 30, 26

-1.06K

0.05%

MARTINGALE ASSET MANAGEMENT L P

13.95K

Jun 30, 26

+13.95K

0.05%

CI Private Wealth, LLC

13.66K

Jun 30, 26

+272

0.05%

Sequoia Financial Advisors, LLC

13.05K

Jun 30, 26

+13.05K

0.05%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

11.75K

Jun 30, 26

+215

0.04%

JANE STREET GROUP, LLC

10.53K

Jun 30, 26

-47.56K

0.04%

nVerses Capital, LLC

10.42K

Jun 30, 26

+10.42K

0.04%

Cambridge Investment Research Advisors, Inc.

10.36K

Jun 30, 26

-14.69K

0.04%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

10.25K

Jun 30, 26

-500

0.04%

Regal Investment Advisors LLC

10.20K

Jun 30, 26

0.04%

Police & Firemen's Retirement System of New Jersey

9.11K

Jun 30, 26

+3.17K

0.03%

SRS Capital Advisors, Inc.

9.00K

Jun 30, 26

+8.77K

0.03%

NEW YORK STATE COMMON RETIREMENT FUND

7.70K

Jun 30, 26

+7.20K

0.03%

BARCLAYS PLC

7.07K

Jun 30, 26

-9.72K

0.02%

Crewe Advisors LLC

6.00K

Jun 30, 26

+3.00K

0.02%

FMR LLC

5.22K

Jun 30, 26

+89

0.02%

MEEDER ASSET MANAGEMENT INC

4.31K

Jun 30, 26

+4.31K

0.01%

Allworth Financial LP

3.12K

Jun 30, 26

+489

0.01%

Ancora Advisors, LLC

3.11K

Jun 30, 26

0.01%

ADVISOR GROUP HOLDINGS, INC.

3.09K

Jun 30, 26

-202

0.01%

Farther Finance Advisors, LLC

2.49K

Jun 30, 26

+779

0.01%

ROYAL BANK OF CANADA

2.47K

Jun 30, 26

+2.37K

0.01%

Glen Eagle Advisors, LLC

2.42K

Jun 30, 26

-250

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

2.39K

Jun 30, 26

+1.13K

0.01%

Legal & General Group Plc

2.32K

Jun 30, 26

0.01%

VISION FINANCIAL MARKETS LLC

1.97K

Jun 30, 26

+38

0.01%

Ameritas Investment Partners, Inc.

1.93K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.88K

Jun 30, 26

0.01%

IFP Advisors, Inc

1.72K

Jun 30, 26

-412

0.01%

HARBOUR INVESTMENTS, INC.

1.69K

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

1.44K

Jun 30, 26

+1.44K

0.00%

Versant Capital Management, Inc

1.43K

Jun 30, 26

-30

0.00%

EverSource Wealth Advisors, LLC

1.36K

Jun 30, 26

+308

0.00%

GAMMA Investing LLC

1.23K

Jun 30, 26

+105

0.00%

SIGNATUREFD, LLC

1.20K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

1.10K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

1.00K

Jun 30, 26

-1.66K

0.00%

Avion Wealth

1.00K

Jun 30, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

840

Jun 30, 26

0.00%

FNY Investment Advisers, LLC

800

Jun 30, 26

0.00%

CLEAR STREET MARKETS LLC

636

Jun 30, 26

+636

0.00%

Sterling Capital Management LLC

514

Jun 30, 26

-301

0.00%

Axiom Investment Management LLC

348

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

343

Jun 30, 26

+29

0.00%

US BANCORP \DE\

323

Jun 30, 26

+80

0.00%

JONES FINANCIAL COMPANIES LLLP

309

Jun 30, 26

+47

0.00%

WealthCollab, LLC

203

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

189

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

142

Jun 30, 26

+142

0.00%

Covestor Ltd

126

Jun 30, 26

+31

0.00%

PICTON MAHONEY ASSET MANAGEMENT

121

Jun 30, 26

+121

0.00%

Synergy Investment Management, LLC

115

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

+50

0.00%

Larson Financial Group LLC

Jun 30, 26

+87

0.00%

Fortitude Family Office, LLC

Jun 30, 26

+84

0.00%

Rockefeller Capital Management L.P.

Jun 30, 26

0.00%

GROUP ONE TRADING, L.P.

Jun 30, 26

+78

0.00%

Optiver Holding B.V.

Jun 30, 26

-200

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

-130

0.00%

Front Row Advisors LLC

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

Jun 30, 26

-22

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

Caitong International Asset Management Co., Ltd

Jun 30, 26

-13

0.00%

TD PRIVATE CLIENT WEALTH LLC

Jun 30, 26

0.00%

JPL Wealth Management, LLC

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

MIRABELLA FINANCIAL SERVICES LLP

Jun 30, 26

-14.94K

EP Wealth Advisors, LLC

Jun 30, 26

-10.31K

Root Financial Partners, LLC

Jun 30, 26

-47

Aquatic Capital Management LLC

Jun 30, 26

-802

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-433

Campbell & CO Investment Adviser LLC

Jun 30, 26

-12.43K

Colony Group, LLC

Jun 30, 26

-13.04K

Brevan Howard Capital Management LP

Jun 30, 26

-26.61K

GSA CAPITAL PARTNERS LLP

Jun 30, 26

-60.82K

Advisory Services Network, LLC

Jun 30, 26

-4.01K

Qube Research & Technologies Ltd

Jun 30, 26

-108.39K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-14.71K

ExodusPoint Capital Management, LP

Jun 30, 26

-42.35K

MAI Capital Management

Jun 30, 26

-109

Magnetar Financial LLC

Jun 30, 26

-14.12K

PRICE T ROWE ASSOCIATES INC /MD/

922.47K

Mar 31, 26

+565.36K

3.19%

AQR CAPITAL MANAGEMENT LLC

564.89K

Mar 31, 26

+29.36K

1.96%

FRANKLIN RESOURCES INC

253.99K

Mar 31, 26

+253.99K

0.88%

TWO SIGMA INVESTMENTS, LP

239.16K

Mar 31, 26

-18.62K

0.83%

NORTHERN TRUST CORP

194.37K

Mar 31, 26

+22.48K

0.67%

D. E. Shaw & Co., Inc.

143.01K

Mar 31, 26

-90.34K

0.49%

Trexquant Investment LP

142.61K

Mar 31, 26

-2.64K

0.49%

AMERIPRISE FINANCIAL INC

134.18K

Mar 31, 26

-4.31K

0.46%

Qube Research & Technologies Ltd

108.39K

Mar 31, 26

+44.49K

0.38%

Huber Capital Management LLC

100.21K

Mar 31, 26

+14.00K

0.35%

Quantinno Capital Management LP

80.54K

Mar 31, 26

+39.99K

0.28%

BANK OF AMERICA CORP /DE/

65.44K

Mar 31, 26

+13.76K

0.23%

MILLENNIUM MANAGEMENT LLC

62.87K

Mar 31, 26

+976

0.22%

Numerai GP LLC

60.61K

Mar 31, 26

+60.61K

0.21%

Creative Planning

58.23K

Mar 31, 26

+14.79K

0.20%

Almitas Capital LLC

53.57K

Mar 31, 26

0.19%

ExodusPoint Capital Management, LP

42.35K

Mar 31, 26

+42.35K

0.15%

AVENIR CORP

40.80K

Mar 31, 26

0.14%

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

29.61K

Mar 31, 26

+29.61K

0.10%

ALLIANCEBERNSTEIN L.P.

25.67K

Mar 31, 26

0.09%

CWM, LLC

21.15K

Mar 31, 26

-645

0.07%

BEACON INVESTMENT ADVISORS LLC

16.72K

Mar 31, 26

+224

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.71K

Mar 31, 26

+14.71K

0.05%

Magnetar Financial LLC

14.12K

Mar 31, 26

+14.12K

0.05%

Cerity Partners LLC

13.94K

Mar 31, 26

+224

0.05%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

11.54K

Mar 31, 26

+1.10K

0.04%

Regal Investment Advisors LLC

10.20K

Mar 31, 26

+10.20K

0.04%

Legal & General Group Plc

2.32K

Mar 31, 26

+432

0.01%

Ameritas Investment Partners, Inc.

1.93K

Mar 31, 26

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

1.33K

Mar 31, 26

-46

0.00%

Aquatic Capital Management LLC

802

Mar 31, 26

-7.57K

0.00%

QUADRANT CAPITAL GROUP LLC

433

Mar 31, 26

-773

0.00%

JONES FINANCIAL COMPANIES LLLP

262

Mar 31, 26

+81

0.00%

US BANCORP \DE\

243

Mar 31, 26

+142

0.00%

Synergy Investment Management, LLC

115

Mar 31, 26

+115

0.00%

MAI Capital Management

109

Mar 31, 26

+90

0.00%

Rockefeller Capital Management L.P.

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

Mar 31, 26

-7.06K

Point72 Asset Management, L.P.

Mar 31, 26

-41.14K

RAYMOND JAMES FINANCIAL INC

Mar 31, 26

-21.22K

CITADEL ADVISORS LLC

Mar 31, 26

-66.38K

Jefferies Financial Group Inc.

Mar 31, 26

-35.00K

Graham Capital Management, L.P.

Mar 31, 26

-33.03K

VANGUARD GROUP INC

1.52M

Dec 31, 25

+57.04K

5.25%

TWO SIGMA ADVISERS, LP

42.30K

Dec 31, 25

-10.60K

0.15%

Quest Partners LLC

22.16K

Dec 31, 25

+409

0.08%

Cubist Systematic Strategies, LLC

90.77K

Sep 30, 25

-34.24K

0.31%

Point72 Europe (London) LLP

Sep 30, 25

+21

0.00%

Corton Capital Inc.

Sep 30, 25

-28.31K

Lindbrook Capital, LLC

Mar 31, 25

-125

0.00%

Nuveen Asset Management, LLC

68.23K

Dec 31, 24

+25.40K

0.24%

AlphaMark Advisors, LLC

200

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

49.80K

Sep 30, 24

-2.99K

0.17%

Raymond James Financial Services Advisors, Inc.

39.84K

Sep 30, 24

+24.28K

0.14%

BlackRock Inc.

1.83M

Jun 30, 24

+39.55K

6.32%

PUTNAM INVESTMENTS LLC

216.16K

Dec 31, 23

-7.20K

0.75%

Sutton Wealth Advisors Inc.

Sep 30, 23

0.00%

BDO Wealth Advisors, LLC

1.20K

Jun 30, 23

-1.00K

0.00%

Ahrens Investment Partners LLC

1.05K

Mar 31, 23

+1.05K

0.00%

American Portfolios Advisors

1.49K

Sep 30, 22

0.01%

EXANE DERIVATIVES

870

Jun 30, 22

0.00%

NEXT Financial Group, Inc

817

Dec 31, 21

+239

0.00%

Marshall Wace North America L.P.

111.19K

Sep 30, 21

+111.19K

0.38%

LADENBURG THALMANN FINANCIAL SERVICES INC.

27.61K

Dec 31, 19

+58

0.10%

Advisor Group, Inc.

8.56K

Dec 31, 19

+46

0.03%

LOEB PARTNERS CORP

Mar 31, 19

0.00%

PEAK6 Group LLC

6.13K

Jun 30, 18

-3.16K

0.02%

Numeric Investors LLC

21.40K

Dec 31, 17

+21.40K

0.07%

Hutchin Hill Capital, LP

Dec 31, 17

-12.50K

Commonwealth Equity Services, Inc

15.93K

Jun 30, 17

+3.58K

0.06%

WFG Advisors, LP

496

Jun 30, 17

+367

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-13.39K

Spot Trading L.L.C

Mar 31, 17

-1.41K

MSI Financial Services Inc

24.88K

Dec 31, 16

+7.76K

0.09%

CHUBB CORP

13.93K

Dec 31, 15

+631

0.05%