Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 1.65M | Jun 30, 26 | +1.98K | 11.13% |
| THOMPSON SIEGEL & WALMSLEY LLC | 703.20K | Jun 30, 26 | +161.81K | 4.75% |
| VANGUARD CAPITAL MANAGEMENT LLC | 654.70K | Jun 30, 26 | -224.81K | 4.42% |
| STATE STREET CORP | 450.21K | Jun 30, 26 | +30.81K | 3.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 386.64K | Jun 30, 26 | +20.91K | 2.61% |
| MARSHALL WACE, LLP | 384.02K | Jun 30, 26 | +384.02K | 2.59% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 330.46K | Jun 30, 26 | +242.70K | 2.23% |
| TWO SIGMA INVESTMENTS, LP | 235.52K | Jun 30, 26 | -49.00K | 1.59% |
| K2 PRINCIPAL FUND, L.P. | 186.70K | Jun 30, 26 | +26.42K | 1.26% |
| MILLENNIUM MANAGEMENT LLC | 185.86K | Jun 30, 26 | -117.07K | 1.25% |
| DIMENSIONAL FUND ADVISORS LP | 182.89K | Jun 30, 26 | +10.06K | 1.23% |
| GOLDMAN SACHS GROUP INC | 172.28K | Jun 30, 26 | +82.47K | 1.16% |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 133.15K | Jun 30, 26 | +46.79K | 0.90% |
| UBS Group AG | 124.08K | Jun 30, 26 | +109.98K | 0.84% |
| NORTHERN TRUST CORP | 120.48K | Jun 30, 26 | +8.19K | 0.81% |
| LAZARD ASSET MANAGEMENT LLC | 108.65K | Jun 30, 26 | +382 | 0.73% |
| Man Group plc | 103.82K | Jun 30, 26 | -67.95K | 0.70% |
| MORGAN STANLEY | 103.31K | Jun 30, 26 | -2.54K | 0.70% |
| AQR CAPITAL MANAGEMENT LLC | 101.98K | Jun 30, 26 | +30.70K | 0.69% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 100.70K | Jun 30, 26 | +14.48K | 0.68% |
| VANGUARD FIDUCIARY TRUST CO | 100.53K | Jun 30, 26 | +7.90K | 0.68% |
| Rangeley Capital, LLC | 95.00K | Jun 30, 26 | -19.87K | 0.64% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 87.28K | Jun 30, 26 | +16.67K | 0.59% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 86.33K | Jun 30, 26 | +46.03K | 0.58% |
| LPL Financial LLC | 75.75K | Jun 30, 26 | -17.62K | 0.51% |
| Quantinno Capital Management LP | 69.01K | Jun 30, 26 | +33.53K | 0.47% |
| CITADEL ADVISORS LLC | 63.95K | Jun 30, 26 | +63.95K | 0.43% |
| Point72 Asset Management, L.P. | 61.88K | Jun 30, 26 | +49.98K | 0.42% |
| Verdad Advisers, LP | 58.79K | Jun 30, 26 | +34.86K | 0.40% |
| Bank of New York Mellon Corp | 56.86K | Jun 30, 26 | +2.94K | 0.38% |
| Cambria Investment Management, L.P. | 55.01K | Jun 30, 26 | +10.66K | 0.37% |
| STATE OF WISCONSIN INVESTMENT BOARD | 52.67K | Jun 30, 26 | +29.56K | 0.36% |
| Marex Group plc | 50.80K | Jun 30, 26 | -- | 0.34% |
| RENAISSANCE TECHNOLOGIES LLC | 46.90K | Jun 30, 26 | -11.50K | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 44.16K | Jun 30, 26 | +3.82K | 0.30% |
| Sixth Street Partners Management Company, L.P. | 44.16K | Jun 30, 26 | +44.16K | 0.30% |
| MEEDER ASSET MANAGEMENT INC | 39.74K | Jun 30, 26 | +1.40K | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 39.70K | Jun 30, 26 | -2 | 0.27% |
| JBF Capital, Inc. | 32.23K | Jun 30, 26 | -- | 0.22% |
| Nuveen, LLC | 31.81K | Jun 30, 26 | -- | 0.21% |
| FMR LLC | 31.75K | Jun 30, 26 | +3.86K | 0.21% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 31.43K | Jun 30, 26 | -- | 0.21% |
| Qube Research & Technologies Ltd | 29.55K | Jun 30, 26 | +29.55K | 0.20% |
| Invesco Ltd. | 27.71K | Jun 30, 26 | +2.75K | 0.19% |
| Engineers Gate Manager LP | 27.26K | Jun 30, 26 | -18.11K | 0.18% |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 25.00K | Jun 30, 26 | -- | 0.17% |
| NOMURA ASSET MANAGEMENT CO LTD | 23.14K | Jun 30, 26 | -- | 0.16% |
| BANK OF AMERICA CORP /DE/ | 22.54K | Jun 30, 26 | -24.41K | 0.15% |
| BROWN ADVISORY INC | 22.19K | Jun 30, 26 | -102 | 0.15% |
| ALLIANCEBERNSTEIN L.P. | 21.15K | Jun 30, 26 | +2.27K | 0.14% |
| RHUMBLINE ADVISERS | 21.14K | Jun 30, 26 | -159 | 0.14% |
| Russell Investments Group, Ltd. | 20.94K | Jun 30, 26 | +10.38K | 0.14% |
| GSA CAPITAL PARTNERS LLP | 20.42K | Jun 30, 26 | +20.42K | 0.14% |
| Asset Management One Co., Ltd. | 20.07K | Jun 30, 26 | -- | 0.14% |
| MARTINGALE ASSET MANAGEMENT L P | 19.74K | Jun 30, 26 | -18.10K | 0.13% |
| Verdence Capital Advisors LLC | 19.46K | Jun 30, 26 | +7.16K | 0.13% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 19.32K | Jun 30, 26 | -- | 0.13% |
| Brevan Howard Capital Management LP | 17.86K | Jun 30, 26 | +1.23K | 0.12% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 17.82K | Jun 30, 26 | +114 | 0.12% |
| Mariner, LLC | 17.45K | Jun 30, 26 | +6.83K | 0.12% |
| Militia Capital Management LLC | 16.00K | Jun 30, 26 | +16.00K | 0.11% |
| WELLS FARGO & COMPANY/MN | 14.76K | Jun 30, 26 | +6.82K | 0.10% |
| DEUTSCHE BANK AG\ | 14.74K | Jun 30, 26 | +10.34K | 0.10% |
| Sumitomo Mitsui Trust Group, Inc. | 14.50K | Jun 30, 26 | -- | 0.10% |
| Kestra Advisory Services, LLC | 14.45K | Jun 30, 26 | +2.25K | 0.10% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 13.87K | Jun 30, 26 | -- | 0.09% |
| CITIGROUP INC | 13.55K | Jun 30, 26 | +467 | 0.09% |
| National Philanthropic Trust | 12.72K | Jun 30, 26 | -12.50K | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 12.16K | Jun 30, 26 | -20.16K | 0.08% |
| Vanguard Personalized Indexing Management, LLC | 11.79K | Jun 30, 26 | +11.79K | 0.08% |
| JPMORGAN CHASE & CO | 11.43K | Jun 30, 26 | +2.25K | 0.08% |
| Quadrature Capital Ltd | 11.28K | Jun 30, 26 | +11.28K | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11.12K | Jun 30, 26 | +7.92K | 0.08% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10.67K | Jun 30, 26 | -- | 0.07% |
| MetLife Investment Management, LLC | 9.62K | Jun 30, 26 | +511 | 0.06% |
| State of Alaska, Department of Revenue | 9.49K | Jun 30, 26 | -- | 0.06% |
| BNP Paribas Asset Management Holding S.A. | 8.91K | Jun 30, 26 | +803 | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 7.92K | Jun 30, 26 | +7.92K | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6.96K | Jun 30, 26 | -132 | 0.05% |
| Resona Asset Management Co.,Ltd. | 6.35K | Jun 30, 26 | -- | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 6.27K | Jun 30, 26 | +2.50K | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 6.18K | Jun 30, 26 | -- | 0.04% |
| Vanguard Global Advisers, LLC | 5.71K | Jun 30, 26 | -- | 0.04% |
| Daiwa Securities Group Inc. | 5.43K | Jun 30, 26 | -120 | 0.04% |
| Daytona Street Capital LLC | 5.00K | Jun 30, 26 | -- | 0.03% |
| STOREBRAND ASSET MANAGEMENT AS | 4.58K | Jun 30, 26 | -- | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 4.44K | Jun 30, 26 | -- | 0.03% |
| Strategic Wealth Partners, Ltd. | 4.00K | Jun 30, 26 | +3.99K | 0.03% |
| STRS OHIO | 2.80K | Jun 30, 26 | -- | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 2.56K | Jun 30, 26 | +1.60K | 0.02% |
| Allworth Financial LP | 2.54K | Jun 30, 26 | -142 | 0.02% |
| BARCLAYS PLC | 2.47K | Jun 30, 26 | -20 | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 2.35K | Jun 30, 26 | -1.17K | 0.02% |
| Tower Research Capital LLC (TRC) | 2.33K | Jun 30, 26 | +361 | 0.02% |
| ROYAL BANK OF CANADA | 2.14K | Jun 30, 26 | +486 | 0.01% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1.87K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 1.63K | Jun 30, 26 | +1.63K | 0.01% |
| Geneos Wealth Management Inc. | 1.61K | Jun 30, 26 | -146 | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.56K | Jun 30, 26 | +1.49K | 0.01% |
| Ameritas Investment Partners, Inc. | 1.46K | Jun 30, 26 | -- | 0.01% |
| Legal & General Group Plc | 1.35K | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 1.05K | Jun 30, 26 | +1.05K | 0.01% |
| GAMMA Investing LLC | 1.02K | Jun 30, 26 | +524 | 0.01% |
| SRS Capital Advisors, Inc. | 972 | Jun 30, 26 | +434 | 0.01% |
| Basepoint Wealth LLC | 931 | Jun 30, 26 | +204 | 0.01% |
| LRI Investments, LLC | 848 | Jun 30, 26 | -20 | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 725 | Jun 30, 26 | -- | 0.00% |
| Orion Capital Management LLC | 650 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 599 | Jun 30, 26 | -542 | 0.00% |
| Advocate Investing Services LLC | 544 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 532 | Jun 30, 26 | -1.02K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 490 | Jun 30, 26 | +12 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 475 | Jun 30, 26 | -273 | 0.00% |
| Physician Wealth Advisors, Inc. | 468 | Jun 30, 26 | +248 | 0.00% |
| Avion Wealth | 428 | Jun 30, 26 | -- | 0.00% |
| LGT Financial Advisors LLC | 350 | Jun 30, 26 | +75 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 345 | Jun 30, 26 | +6 | 0.00% |
| Versant Capital Management, Inc | 329 | Jun 30, 26 | +272 | 0.00% |
| Cherry Tree Wealth Management, LLC | 316 | Jun 30, 26 | -- | 0.00% |
| Sterling Capital Management LLC | 288 | Jun 30, 26 | -214 | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 282 | Jun 30, 26 | +282 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 276 | Jun 30, 26 | +123 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 275 | Jun 30, 26 | +27 | 0.00% |
| Battery Global Advisors, LLC | 245 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 238 | Jun 30, 26 | +238 | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 208 | Jun 30, 26 | -599 | 0.00% |
| ASSETMARK, INC | 190 | Jun 30, 26 | +14 | 0.00% |
| TRUST CO OF VERMONT | 160 | Jun 30, 26 | +160 | 0.00% |
| PRIVATE TRUST CO NA | 159 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 156 | Jun 30, 26 | +18 | 0.00% |
| ABOUND FINANCIAL, LLC | 145 | Jun 30, 26 | +145 | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 141 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 140 | Jun 30, 26 | +86 | 0.00% |
| ST GERMAIN D J CO INC | 137 | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 127 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 126 | Jun 30, 26 | -- | 0.00% |
| Pillar Financial Advisors, LLC | 116 | Jun 30, 26 | -- | 0.00% |
| Oakmont Advisory Group, LLC | 116 | Jun 30, 26 | +116 | 0.00% |
| NewEdge Advisors, LLC | 115 | Jun 30, 26 | +10 | 0.00% |
| North Star Investment Management Corp. | 104 | Jun 30, 26 | -33 | 0.00% |
| Asset Planning,Inc | 102 | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 98 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 93 | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 88 | Jun 30, 26 | +19 | 0.00% |
| IFG Advisory, LLC | 86 | Jun 30, 26 | +86 | 0.00% |
| Larson Financial Group LLC | 84 | Jun 30, 26 | -16 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 82 | Jun 30, 26 | +82 | 0.00% |
| BESSEMER GROUP INC | 78 | Jun 30, 26 | -8 | 0.00% |
| HM PAYSON & CO | 72 | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 70 | Jun 30, 26 | -61 | 0.00% |
| Strengthening Families & Communities, LLC | 70 | Jun 30, 26 | +8 | 0.00% |
| Parallel Advisors, LLC | 70 | Jun 30, 26 | -4.78K | 0.00% |
| Nemes Rush Group LLC | 68 | Jun 30, 26 | +15 | 0.00% |
| PROATHLETE WEALTH MANAGEMENT LLC | 67 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 66 | Jun 30, 26 | +66 | 0.00% |
| Golden State Wealth Management, LLC | 65 | Jun 30, 26 | -- | 0.00% |
| First Bancorp, Inc /ME/ | 65 | Jun 30, 26 | +65 | 0.00% |
| Central Pacific Bank - Trust Division | 64 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 63 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 61 | Jun 30, 26 | -37 | 0.00% |
| Rockefeller Capital Management L.P. | 60 | Jun 30, 26 | -100 | 0.00% |
| SIGNATUREFD, LLC | 59 | Jun 30, 26 | -39 | 0.00% |
| Independence Bank of Kentucky | 58 | Jun 30, 26 | -- | 0.00% |
| MCF Advisors LLC | 58 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 58 | Jun 30, 26 | -7 | 0.00% |
| Fulcrum Asset Management LLP | 57 | Jun 30, 26 | +57 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 57 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 55 | Jun 30, 26 | +55 | 0.00% |
| Mirae Asset Global Investments Co., Ltd. | 50 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 48 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 45 | Jun 30, 26 | +45 | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 45 | Jun 30, 26 | -- | 0.00% |
| Basecamp Wealth Advisors LLC | 44 | Jun 30, 26 | -30 | 0.00% |
| Bare Financial Services, Inc | 44 | Jun 30, 26 | -- | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 43 | Jun 30, 26 | +43 | 0.00% |
| Optiver Holding B.V. | 42 | Jun 30, 26 | -120 | 0.00% |
| Tidemark, LLC | 42 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 42 | Jun 30, 26 | -- | 0.00% |
| GODSEY & GIBB, INC | 40 | Jun 30, 26 | -- | 0.00% |
| Cheviot Value Management, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 38 | Jun 30, 26 | -- | 0.00% |
| MONTAG A & ASSOCIATES INC | 37 | Jun 30, 26 | -- | 0.00% |
| GoalVest Advisory LLC | 37 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 37 | Jun 30, 26 | -69 | 0.00% |
| Avalon Trust Co | 33 | Jun 30, 26 | +33 | 0.00% |
| Triumph Capital Management | 31 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 31 | Jun 30, 26 | +31 | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 30 | Jun 30, 26 | -- | 0.00% |
| Osbon Capital Management LLC | 29 | Jun 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 29 | Jun 30, 26 | -25 | 0.00% |
| SHP Wealth Management | 28 | Jun 30, 26 | -- | 0.00% |
| FIRST UNITED BANK & TRUST | 27 | Jun 30, 26 | -- | 0.00% |
| Johnson Financial Group, Inc. | 24 | Jun 30, 26 | +24 | 0.00% |
| Atlantic Union Bankshares Corp | 22 | Jun 30, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 21 | Jun 30, 26 | -- | 0.00% |
| Hilton Head Capital Partners, LLC | 21 | Jun 30, 26 | -- | 0.00% |
| Ankerstar Wealth, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 20 | Jun 30, 26 | -- | 0.00% |
| BRYN MAWR TRUST Co | 20 | Jun 30, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 19 | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 18 | Jun 30, 26 | -- | 0.00% |
| TOMPKINS FINANCIAL CORP | 18 | Jun 30, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 16 | Jun 30, 26 | +15 | 0.00% |
| Nova Wealth Management, Inc. | 16 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 15 | Jun 30, 26 | -- | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 14 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 11 | Jun 30, 26 | -- | 0.00% |
| Burk Holdings LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Advisors | 10 | Jun 30, 26 | +10 | 0.00% |
| MCDONALD PARTNERS LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 8 | Jun 30, 26 | -- | 0.00% |
| Blume Capital Management, Inc. | 8 | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 7 | Jun 30, 26 | -- | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 7 | Jun 30, 26 | -- | 0.00% |
| Provenance Wealth Advisors, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| BROADWATER CAPITAL MANAGEMENT LLC | 6 | Jun 30, 26 | -- | 0.00% |
| Korea Investment CORP | 6 | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 5 | Jun 30, 26 | -- | 0.00% |
| West Branch Capital LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 5 | Jun 30, 26 | -2 | 0.00% |
| Financial Perspectives, Inc | 5 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 4 | Jun 30, 26 | -- | 0.00% |
| Westend Capital Management, LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 3 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 3 | Jun 30, 26 | -2 | 0.00% |
| Rossby Financial, LCC | 3 | Jun 30, 26 | -3 | 0.00% |
| Wilkerson Advisory Group LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Bruce G. Allen Investments, LLC | 3 | Jun 30, 26 | -- | 0.00% |
| IFS Advisors, LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Essential Partners LLC | 2 | Jun 30, 26 | -109 | 0.00% |
| JPL Wealth Management, LLC | 2 | Jun 30, 26 | -4 | 0.00% |
| LifeSteps Financial, Inc. | 2 | Jun 30, 26 | +2 | 0.00% |
| Buck Wealth Strategies, LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| Cornerstone Planning Group LLC | 1 | Jun 30, 26 | -45 | 0.00% |
| Owl Creek Wealth Partners LLC | 1 | Jun 30, 26 | -- | 0.00% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 1 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 1 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| VELA Investment Management, LLC | -- | Jun 30, 26 | -133.78K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -39 | -- |
| Investors Portfolio Services LLC | -- | Jun 30, 26 | -26 | -- |
| Addison Advisors LLC | -- | Jun 30, 26 | -75 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -49.43K | -- |
| Eurizon Capital SGR S.p.A. | -- | Jun 30, 26 | -1 | -- |
| Transamerica Financial Advisors, Inc. | -- | Jun 30, 26 | -5 | -- |
| FNY Investment Advisers, LLC | -- | Jun 30, 26 | -15.00K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -378 | -- |
| Networth Advisors, LLC | -- | Jun 30, 26 | -23 | -- |
| Creative Capital Management Investments LLC | -- | Jun 30, 26 | -189 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -424 | -- |
| Whipplewood Advisors, LLC | -- | Jun 30, 26 | -8 | -- |
| Truvestments Capital LLC | -- | Jun 30, 26 | -1 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -931 | -- |
| Covestor Ltd | -- | Jun 30, 26 | -631 | -- |
| Caitong International Asset Management Co., Ltd | -- | Jun 30, 26 | -564 | -- |
| WHITTIER TRUST CO | -- | Jun 30, 26 | -15 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -207 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -3 | -- |
| Wealth Preservation Advisors, LLC | -- | Jun 30, 26 | -5 | -- |
| Coronation Fund Managers Ltd. | -- | Jun 30, 26 | -25.26K | -- |
| Dogwood Wealth Management LLC | -- | Jun 30, 26 | -23 | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Jun 30, 26 | -62.52K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -98 | -- |
| BALLAST ADVISORS LLC | -- | Jun 30, 26 | -66 | -- |
| Able Wealth Management LLC | -- | Jun 30, 26 | -10.77K | -- |
| Empirical Asset Management, LLC | -- | Jun 30, 26 | -21.04K | -- |
| PlanVest Financial, Inc | -- | Jun 30, 26 | -12 | -- |
| CENTRAL TRUST Co | -- | Jun 30, 26 | -82 | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -11 | -- |
| NISA INVESTMENT ADVISORS, LLC | -- | Jun 30, 26 | -12.24K | -- |
| American Capital Advisory, LLC | -- | Jun 30, 26 | -17 | -- |
| Schonfeld Strategic Advisors LLC | -- | Jun 30, 26 | -42.99K | -- |
| True Wealth Design, LLC | -- | Jun 30, 26 | -33 | -- |
| HSBC HOLDINGS PLC | -- | Jun 30, 26 | -32.84K | -- |
| Quantbot Technologies LP | -- | Jun 30, 26 | -34.91K | -- |
| Skopos Labs, Inc. | 84.94K | Mar 31, 26 | +84.94K | 0.57% |
| CWM, LLC | 3.35K | Mar 31, 26 | +2.43K | 0.02% |
| Sunbelt Securities, Inc. | 291 | Mar 31, 26 | +93 | 0.00% |
| McIlrath & Eck, LLC | 37 | Mar 31, 26 | -- | 0.00% |
| Asset Value Investors Ltd | -- | Mar 31, 26 | -762.33K | -- |
| Financial Gravity Asset Management, Inc. | -- | Mar 31, 26 | -10 | -- |
| VANGUARD GROUP INC | 1.61M | Dec 31, 25 | +3.15K | 10.85% |
| TWO SIGMA ADVISERS, LP | 9.92K | Dec 31, 25 | -4.34K | 0.07% |
| Sandia Investment Management LP | 3.34K | Dec 31, 25 | +3.34K | 0.02% |
| Quest Partners LLC | 1.58K | Dec 31, 25 | +556 | 0.01% |
| CIBC Private Wealth Group, LLC | 533 | Dec 31, 25 | +368 | 0.00% |
| ORG Partners LLC | 202 | Dec 31, 25 | +150 | 0.00% |
| GPS Wealth Strategies Group, LLC | 6 | Dec 31, 25 | -208 | 0.00% |
| Cubist Systematic Strategies, LLC | 7.54K | Sep 30, 25 | -3.33K | 0.05% |
| Point72 (DIFC) Ltd | 674 | Sep 30, 25 | +674 | 0.00% |
| Point72 Asia (Singapore) Pte. Ltd. | 576 | Sep 30, 25 | +576 | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 173 | Sep 30, 25 | -- | 0.00% |
| FSA Wealth Management LLC | 87 | Sep 30, 25 | -- | 0.00% |
| AllSquare Wealth Management LLC | 16 | Sep 30, 25 | -- | 0.00% |
| Sandy Spring Bank | 147 | Mar 31, 25 | -- | 0.00% |
| Lindbrook Capital, LLC | 101 | Mar 31, 25 | +11 | 0.00% |
| Nuveen Asset Management, LLC | 40.05K | Dec 31, 24 | -- | 0.27% |
| WR Wealth Planners, LLC | 2 | Dec 31, 24 | -- | 0.00% |
| Zions Bancorporation, N.A. | 1 | Dec 31, 24 | -- | 0.00% |
| BlackRock Inc. | 1.19M | Jun 30, 24 | +493.59K | 8.03% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 235 | Jun 30, 24 | -39 | 0.00% |
| JANICZEK WEALTH MANAGEMENT, LLC | 90 | Jun 30, 24 | +31 | 0.00% |
| Private Ocean, LLC | 6 | Jun 30, 24 | +6 | 0.00% |
| Highlander Capital Management, LLC | 717 | Mar 31, 24 | +2 | 0.00% |
| Retirement Group, LLC | 55 | Mar 31, 24 | -- | 0.00% |
| Baystate Wealth Management LLC | 118 | Dec 31, 23 | +118 | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | 57 | Dec 31, 23 | +57 | 0.00% |
