New Mountain Finance Corporation(NMFC)

$7.17—

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New Mountain Finance Corporation(NMFC)

NASDAQ

$7.17—

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NMFC(NMFC)

NMFC

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 256 Institutional Holders

Holder	Shares	Date	Change	% Held
LSV ASSET MANAGEMENT	3.02M	Mar 31, 26	+35.40K	3.20%
Invesco Ltd.	2.14M	Mar 31, 26	+949.32K	2.27%
UBS Group AG	2.09M	Mar 31, 26	+550.15K	2.21%
VAN ECK ASSOCIATES CORP	1.80M	Mar 31, 26	-542.94K	1.90%
DIMENSION CAPITAL MANAGEMENT LLC	1.16M	Mar 31, 26	+7.21K	1.22%
Russell Investments Group, Ltd.	938.68K	Mar 31, 26	+588.31K	0.99%
Cerity Partners LLC	872.84K	Mar 31, 26	-169.35K	0.92%
CI Private Wealth, LLC	871.30K	Mar 31, 26	+62.41K	0.92%
Muzinich & Co., Inc.	848.92K	Mar 31, 26	-519	0.90%
TWO SIGMA INVESTMENTS, LP	836.46K	Mar 31, 26	+249.84K	0.89%
Legal & General Group Plc	785.50K	Mar 31, 26	+43.07K	0.83%
MORGAN STANLEY	729.94K	Mar 31, 26	-396.09K	0.77%
Sumitomo Mitsui Trust Holdings, Inc.	688.58K	Mar 31, 26	-1.92K	0.73%
Pathstone Holdings, LLC	661.22K	Mar 31, 26	+11.71K	0.70%
Hennion & Walsh Asset Management, Inc.	513.09K	Mar 31, 26	-49.90K	0.54%
ADVISOR GROUP HOLDINGS, INC.	450.47K	Mar 31, 26	+19.74K	0.48%
HighTower Advisors, LLC	423.73K	Mar 31, 26	-94.50K	0.45%
BlackRock, Inc.	352.24K	Mar 31, 26	-334.90K	0.37%
D. E. Shaw & Co., Inc.	347.52K	Mar 31, 26	+228.94K	0.37%
Universal- Beteiligungs- und Servicegesellschaft mbH	344.00K	Mar 31, 26	--	0.36%
Colony Group, LLC	334.79K	Mar 31, 26	+17.60K	0.35%
Tranquility Partners, LLC	316.75K	Mar 31, 26	+48.68K	0.34%
WELLS FARGO & COMPANY/MN	314.51K	Mar 31, 26	-43.20K	0.33%
XTX Topco Ltd	292.69K	Mar 31, 26	+105.06K	0.31%
AMERIPRISE FINANCIAL INC	291.49K	Mar 31, 26	-980	0.31%
CONFLUENCE INVESTMENT MANAGEMENT LLC	277.57K	Mar 31, 26	-17.19K	0.29%
TRANSCEND CAPITAL ADVISORS, LLC	271.16K	Mar 31, 26	-149.35K	0.29%
GraniteShares Advisors LLC	263.63K	Mar 31, 26	-30.17K	0.28%
BI Asset Management Fondsmaeglerselskab A/S	243.13K	Mar 31, 26	+8.12K	0.26%
BANK OF AMERICA CORP /DE/	194.10K	Mar 31, 26	-28.03K	0.21%
Advisors Asset Management, Inc.	173.66K	Mar 31, 26	-5.11K	0.18%
Mill Creek Capital Advisors, LLC	149.00K	Mar 31, 26	--	0.16%
Cerberus Capital Management, L.P.	145.00K	Mar 31, 26	+145.00K	0.15%
BALYASNY ASSET MANAGEMENT L.P.	136.06K	Mar 31, 26	+136.06K	0.14%
Naviter Wealth, LLC	131.72K	Mar 31, 26	-26.16K	0.14%
STATE STREET CORP	127.19K	Mar 31, 26	-4.40K	0.13%
LPL Financial LLC	124.07K	Mar 31, 26	-109.74K	0.13%
Trexquant Investment LP	114.97K	Mar 31, 26	-91.37K	0.12%
Neuberger Berman Group LLC	109.54K	Mar 31, 26	-4.67K	0.12%
HB Wealth Management, LLC	99.00K	Mar 31, 26	-2.36K	0.10%
GREAT WEST LIFE ASSURANCE CO /CAN/	98.99K	Mar 31, 26	-19.71K	0.10%
MACQUARIE MANAGEMENT HOLDINGS, INC.	95.30K	Mar 31, 26	--	0.10%
Virtus Investment Advisers, Inc.	89.47K	Mar 31, 26	+3.61K	0.09%
Cambridge Investment Research Advisors, Inc.	87.15K	Mar 31, 26	-36	0.09%
Farther Finance Advisors, LLC	83.50K	Mar 31, 26	+46.98K	0.09%
MILLENNIUM MANAGEMENT LLC	81.37K	Mar 31, 26	-105.60K	0.09%
DENALI ADVISORS LLC	77.89K	Mar 31, 26	-943	0.08%
Campbell & CO Investment Adviser LLC	72.03K	Mar 31, 26	-12.30K	0.08%
ExodusPoint Capital Management, LP	71.46K	Mar 31, 26	+54.55K	0.08%
Janney Montgomery Scott LLC	71.17K	Mar 31, 26	-6.35K	0.08%
JPMORGAN CHASE & CO	69.60K	Mar 31, 26	-1.97M	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	65.50K	Mar 31, 26	-2.55K	0.07%
PALISADE CAPITAL MANAGEMENT, LP	63.12K	Mar 31, 26	-221.58K	0.07%
Valeo Financial Advisors, LLC	59.85K	Mar 31, 26	--	0.06%
CAXTON ASSOCIATES LLP	58.37K	Mar 31, 26	--	0.06%
Mutual Advisors, LLC	57.71K	Mar 31, 26	+2.57K	0.06%
ROYAL BANK OF CANADA	53.35K	Mar 31, 26	-10.69K	0.06%
GEODE CAPITAL MANAGEMENT, LLC	53.27K	Mar 31, 26	--	0.06%
Spire Wealth Management	45.60K	Mar 31, 26	--	0.05%
Almitas Capital LLC	45.00K	Mar 31, 26	--	0.05%
Cetera Investment Advisers	44.13K	Mar 31, 26	+564	0.05%
Nordwand Advisors, LLC	41.80K	Mar 31, 26	--	0.04%
CITADEL ADVISORS LLC	34.68K	Mar 31, 26	+4.35K	0.04%
GOLDMAN SACHS GROUP INC	33.89K	Mar 31, 26	-171.04K	0.04%
MACKENZIE FINANCIAL CORP	33.48K	Mar 31, 26	+1.12K	0.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	32.28K	Mar 31, 26	--	0.03%
MIRABELLA FINANCIAL SERVICES LLP	31.63K	Mar 31, 26	+31.63K	0.03%
FAYEZ SAROFIM & CO	31.32K	Mar 31, 26	+1.04K	0.03%
NORTHERN TRUST CORP	30.57K	Mar 31, 26	-23.34K	0.03%
OPPENHEIMER & CO INC	30.50K	Mar 31, 26	-2.00K	0.03%
Y-Intercept (Hong Kong) Ltd	30.40K	Mar 31, 26	+30.40K	0.03%
NewEdge Wealth, LLC	30.36K	Mar 31, 26	--	0.03%
Sanctuary Advisors, LLC	30.29K	Mar 31, 26	-134	0.03%
Next Capital Management LLC	29.68K	Mar 31, 26	--	0.03%
MQS Management LLC	28.90K	Mar 31, 26	+28.90K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	27.23K	Mar 31, 26	-58.27K	0.03%
ENVESTNET ASSET MANAGEMENT INC	27.14K	Mar 31, 26	-8.67K	0.03%
STIFEL FINANCIAL CORP	25.39K	Mar 31, 26	-2.52K	0.03%
Generali Investments CEE, investicni spolecnost, a.s.	25.25K	Mar 31, 26	--	0.03%
JANE STREET GROUP, LLC	25.01K	Mar 31, 26	-365.58K	0.03%
Navis Wealth Advisors, LLC	25.00K	Mar 31, 26	--	0.03%
North Ground Capital	25.00K	Mar 31, 26	+25.00K	0.03%
CenterStar Asset Management, LLC	24.40K	Mar 31, 26	--	0.03%
Entropy Technologies, LP	24.03K	Mar 31, 26	+24.03K	0.03%
CAPTRUST FINANCIAL ADVISORS	23.21K	Mar 31, 26	+5.39K	0.02%
Advyzon Investment Management, LLC	22.73K	Mar 31, 26	+6.65K	0.02%
Empower Advisory Group, LLC	22.21K	Mar 31, 26	--	0.02%
CHILTON INVESTMENT CO INC.	22.02K	Mar 31, 26	-15.00K	0.02%
Lido Advisors, LLC	21.51K	Mar 31, 26	-333	0.02%
First Affirmative Financial Network	20.52K	Mar 31, 26	+20.52K	0.02%
Qube Research & Technologies Ltd	20.49K	Mar 31, 26	+20.49K	0.02%
Brevan Howard Capital Management LP	20.37K	Mar 31, 26	+20.37K	0.02%
nVerses Capital, LLC	19.86K	Mar 31, 26	+19.86K	0.02%
PFG Investments, LLC	19.72K	Mar 31, 26	-883	0.02%
ProShare Advisors LLC	18.41K	Mar 31, 26	+4.15K	0.02%
Equitable Holdings, Inc.	17.79K	Mar 31, 26	+17.79K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.71K	Mar 31, 26	-95.10K	0.02%
Apella Capital, LLC	17.52K	Mar 31, 26	--	0.02%
Glenview Trust Co	17.50K	Mar 31, 26	+7.40K	0.02%
CALTON & ASSOCIATES, INC.	16.46K	Mar 31, 26	+2.86K	0.02%
SANDERS MORRIS HARRIS LLC	16.38K	Mar 31, 26	+16.38K	0.02%
WEDBUSH SECURITIES INC	16.02K	Mar 31, 26	--	0.02%
Arkadios Wealth Advisors	16.00K	Mar 31, 26	--	0.02%
ROTHSCHILD INVESTMENT LLC	16.00K	Mar 31, 26	--	0.02%
RAYMOND JAMES FINANCIAL INC	15.98K	Mar 31, 26	-8.78K	0.02%
Genesee Capital Advisors, LLC	15.90K	Mar 31, 26	+5.17K	0.02%
SG Americas Securities, LLC	15.69K	Mar 31, 26	+15.69K	0.02%
Creative Planning	14.26K	Mar 31, 26	+493	0.02%
WEALTHEDGE INVESTMENT ADVISORS, LLC	12.70K	Mar 31, 26	-7.78K	0.01%
Catalyst Capital Advisors LLC	12.00K	Mar 31, 26	+12.00K	0.01%
Sowell Financial Services LLC	11.49K	Mar 31, 26	-1.48K	0.01%
Williams Jones Wealth Management, LLC.	11.00K	Mar 31, 26	--	0.01%
Joel Isaacson & Co., LLC	10.62K	Mar 31, 26	+10.62K	0.01%
Rockefeller Capital Management L.P.	10.50K	Mar 31, 26	-4.81K	0.01%
AE Wealth Management LLC	10.45K	Mar 31, 26	-65	0.01%
BROWN ADVISORY INC	10.00K	Mar 31, 26	--	0.01%
Verity & Verity, LLC	10.00K	Mar 31, 26	--	0.01%
State of Wyoming	9.15K	Mar 31, 26	+9.15K	0.01%
Sound Income Strategies, LLC	7.68K	Mar 31, 26	--	0.01%
BRYN MAWR TRUST Co	6.00K	Mar 31, 26	-8.00K	0.01%
Steward Partners Investment Advisory, LLC	5.42K	Mar 31, 26	+5.42K	0.01%
Union Bancaire Privee, UBP SA	5.19K	Mar 31, 26	-17.20K	0.01%
State of Alaska, Department of Revenue	4.89K	Mar 31, 26	--	0.01%
BNP PARIBAS ARBITRAGE, SNC	4.76K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	4.35K	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	3.60K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	2.57K	Mar 31, 26	+2.57K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2.30K	Mar 31, 26	+2.00K	0.00%
NewEdge Advisors, LLC	1.70K	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	1.55K	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	1.10K	Mar 31, 26	+1.10K	0.00%
FIRST HORIZON CORP	1.00K	Mar 31, 26	--	0.00%
PIN OAK INVESTMENT ADVISORS INC	969	Mar 31, 26	--	0.00%
NATIXIS	550	Mar 31, 26	+18	0.00%
Bank & Trust Co	422	Mar 31, 26	--	0.00%
CHELSEA COUNSEL CO	340	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	308	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	300	Mar 31, 26	--	0.00%
Larson Financial Group LLC	274	Mar 31, 26	+11	0.00%
UMB Bank, n.a.	225	Mar 31, 26	--	0.00%
CWM, LLC	225	Mar 31, 26	-590	0.00%
Community Financial Services Group, LLC	200	Mar 31, 26	+200	0.00%
JONES FINANCIAL COMPANIES LLLP	166	Mar 31, 26	-271	0.00%
Allworth Financial LP	95	Mar 31, 26	+5	0.00%
Caitong International Asset Management Co., Ltd	76	Mar 31, 26	+76	0.00%
CITIGROUP INC	5	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
DANSKE BANK A/S	1	Mar 31, 26	--	0.00%
Kestra Advisory Services, LLC	--	Mar 31, 26	-24.85K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-651	--
Inspire Investing, LLC	--	Mar 31, 26	-50.91K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-44.64K	--
Truffle Hound Capital, LLC	--	Mar 31, 26	-550.00K	--
WHITTIER TRUST CO	--	Mar 31, 26	-16.22K	--
Quantbot Technologies LP	--	Mar 31, 26	-37.26K	--
REUTER JAMES WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-34.30K	--
OAK FAMILY ADVISORS, LLC	--	Mar 31, 26	-13.45K	--
Schonfeld Strategic Advisors LLC	--	Mar 31, 26	-16.38K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-15.85K	--
Virtu Financial LLC	--	Mar 31, 26	-21.91K	--
FOX RUN MANAGEMENT, L.L.C.	--	Mar 31, 26	-22.80K	--
RIVERNORTH CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-1.34M	--
TUDOR INVESTMENT CORP ET AL	--	Mar 31, 26	-19.09K	--
CONDOR CAPITAL MANAGEMENT	--	Mar 31, 26	-14.11K	--
PharVision Advisers, LLC	--	Mar 31, 26	-17.02K	--
NOMURA HOLDINGS INC	--	Mar 31, 26	-15.00K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-17.73K	--
TrueMark Investments, LLC	--	Mar 31, 26	-18.56K	--
SEVEN MILE ADVISORY	--	Mar 31, 26	-10.63K	--
Quarry LP	--	Mar 31, 26	-1.15K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-17.94K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-14.85K	--
ARES MANAGEMENT LLC	--	Mar 31, 26	-602.58K	--
WealthCollab, LLC	--	Mar 31, 26	-1.76K	--
Verition Fund Management LLC	--	Mar 31, 26	-16.20K	--
Aquatic Capital Management LLC	--	Mar 31, 26	-13.82K	--
Quadrature Capital Ltd	--	Mar 31, 26	-56.58K	--
FRANKLIN RESOURCES INC	--	Mar 31, 26	-455.02K	--
BNP Paribas Asset Management Holding S.A.	--	Mar 31, 26	-9.58K	--
Squarepoint Ops LLC	--	Mar 31, 26	-12.60K	--
Newbridge Financial Services Group, Inc.	--	Mar 31, 26	-485	--
TWO SIGMA ADVISERS, LP	275.00K	Dec 31, 25	-329.60K	0.29%
EMC Capital Management	11.82K	Dec 31, 25	-2.09K	0.01%
Alpha Cubed Investments, LLC	10.16K	Dec 31, 25	+10.16K	0.01%
CIBC Private Wealth Group, LLC	6.00K	Dec 31, 25	--	0.01%
COMERICA BANK	1.10K	Dec 31, 25	--	0.00%
WFA Asset Management Corp	40.71K	Sep 30, 25	+824	0.04%
Moloney Securities Asset Management, LLC	28.32K	Sep 30, 25	+274	0.03%
Cubist Systematic Strategies, LLC	--	Sep 30, 25	-36.64K	--
Graypoint LLC	10.27K	Jun 30, 25	+10.27K	0.01%
First Horizon Advisors, Inc.	1.00K	Jun 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-23.97K	--
Lindbrook Capital, LLC	--	Mar 31, 25	-969	--
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-733	--
Raymond James Financial Services Advisors, Inc.	76.42K	Sep 30, 24	-2.49K	0.08%
RAYMOND JAMES & ASSOCIATES	38.45K	Sep 30, 24	-805	0.04%
GYL FINANCIAL SYNERGIES, LLC	17.51K	Sep 30, 24	-780	0.02%
BlackRock Inc.	410.39K	Jun 30, 24	+5.15K	0.43%
MCKINLEY CAPITAL MANAGEMENT LLC	135.75K	Jun 30, 24	+1.88K	0.14%
Coombe, Bender & Co LLC	32.46K	Jun 30, 24	+851	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	91	Jun 30, 24	+2	0.00%
Cetera Advisor Networks LLC	11.44K	Mar 31, 24	+11.44K	0.01%
Connectus Wealth, LLC	--	Mar 31, 24	-63.91K	--
FOCUS FINANCIAL NETWORK INC /ADV	324.63K	Dec 31, 23	+324.63K	0.34%
Simplicity Solutions, LLC	--	Dec 31, 23	-15.88K	--
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	50.07K	Sep 30, 23	--	0.05%
ROTHSCHILD INVESTMENT CORP /IL	20.52K	Sep 30, 23	+10.00K	0.02%
Claybrook Capital, LLC	19.88K	Sep 30, 23	--	0.02%
Kula Investments, LLC	20.36K	Mar 31, 23	+20.36K	0.02%
Acrisure Capital Management, LLC	--	Mar 31, 23	-63.04K	--
Personal Capital Advisors Corp	22.21K	Dec 31, 22	--	0.02%
BOENNING & SCATTERGOOD, INC.	15.00K	Dec 31, 22	--	0.02%
Gyon Technologies Capital Management, LP	1	Dec 31, 22	+1	0.00%
Round Table Services, LLC	3.80M	Sep 30, 22	+171.03K	4.02%
ROOSEVELT INVESTMENT GROUP LLC	24.46K	Sep 30, 22	-900	0.03%
Covington Capital Management	10.05K	Sep 30, 22	--	0.01%
FourThought Financial, LLC	3.69K	Sep 30, 22	--	0.00%
American Portfolios Advisors	1.55K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-3.25K	--
Farmer Steven Patrick	403.19K	Jun 30, 22	+403.19K	0.43%
Altium Wealth Management LLC	147.07K	Jun 30, 22	--	0.16%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	39.87K	Mar 31, 22	--	0.04%
BREITER CAPITAL MANAGEMENT INC	11.55K	Mar 31, 22	+11.55K	0.01%
Dixon Hughes Goodman Wealth Advisors LLC	290	Mar 31, 22	+290	0.00%
First Allied Advisory Services, Inc.	50.16K	Sep 30, 20	+3.01K	0.05%
NumerixS Investment Technologies Inc	1.00K	Jun 30, 20	+1.00K	0.00%
Advisor Group, Inc.	211.57K	Dec 31, 19	+9.94K	0.22%
LADENBURG THALMANN FINANCIAL SERVICES INC.	77.05K	Dec 31, 19	+29.69K	0.08%
WILLIAMS JONES & ASSOCIATES LLC	249.28K	Jun 30, 19	-12.70K	0.26%
Global X Management CO LLC	19.88K	Jun 30, 18	+1.40K	0.02%
PEAK6 Group LLC	--	Jun 30, 18	-3.85K	--
Delpha Capital Management, LLC	--	Mar 31, 18	-1.44K	--
SPOT TRADING L.L.C.	11.77K	Sep 30, 17	+11.77K	0.01%
Acrospire Investment Management LLC	--	Sep 30, 17	-412	--
RAIFF PARTNERS INC	130.00K	Jun 30, 17	+130.00K	0.14%
Commonwealth Equity Services, Inc	27.88K	Jun 30, 17	+3.23K	0.03%
Airain ltd	10.27K	Jun 30, 17	+10.27K	0.01%
WFG Advisors, LP	5.05K	Jun 30, 17	-12.27K	0.01%
Virtu KCG Holdings LLC	--	Jun 30, 17	-33.09K	--
LOMBARDIA CAPITAL PARTNERS LLC	39.08K	Mar 31, 17	-631.64K	0.04%
Princeton Alpha Management LP	27.33K	Mar 31, 17	+11.94K	0.03%
BlackRock Group LTD	391.87K	Dec 31, 16	+109.01K	0.41%
MSI Financial Services Inc	1.18K	Dec 31, 16	-1.68K	0.00%
PARA ADVISORS LLC	70.00K	Sep 30, 16	-15.00K	0.07%
WESTPORT RESOURCES MANAGEMENT INC	--	Sep 30, 16	-6.06K	--
VSR Financial Services, Inc.	87.40K	Jun 30, 16	+27.07K	0.09%
Investors Capital Advisory Services	19.97K	Jun 30, 16	-995	0.02%
Pinnacle Summer Investments, Inc.	500	Dec 31, 15	--	0.00%
KLINSKY STEVEN B	3.42M	Jun 30, 15	+76.49K	3.62%
Relative Value Partners, LLC	33.18K	Mar 31, 15	+1.72K	0.04%
BAIRD ROBERT W & CO INC /WI/	11.05K	Mar 31, 15	+11.05K	0.01%
UBS AG	855.71K	Sep 30, 14	-281.39K	0.91%
BlueCrest Capital Management LLP	--	Sep 30, 14	-51.37K	--
SAC Capital Advisors LP	--	Mar 31, 14	-15.42K	--
GALAXY CAPITAL TRADING LTD	700	Dec 31, 13	+700	0.00%
Jane Street Holding, LLC	--	Dec 31, 13	-29.56K	--

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Holder

Date

Change

% Held

LSV ASSET MANAGEMENT

3.02M

Mar 31, 26

+35.40K

3.20%

Invesco Ltd.

2.14M

Mar 31, 26

+949.32K

2.27%

UBS Group AG

2.09M

Mar 31, 26

+550.15K

2.21%

VAN ECK ASSOCIATES CORP

1.80M

Mar 31, 26

-542.94K

1.90%

DIMENSION CAPITAL MANAGEMENT LLC

1.16M

Mar 31, 26

+7.21K

1.22%

Russell Investments Group, Ltd.

938.68K

Mar 31, 26

+588.31K

0.99%

Cerity Partners LLC

872.84K

Mar 31, 26

-169.35K

0.92%

CI Private Wealth, LLC

871.30K

Mar 31, 26

+62.41K

0.92%

Muzinich & Co., Inc.

848.92K

Mar 31, 26

-519

0.90%

TWO SIGMA INVESTMENTS, LP

836.46K

Mar 31, 26

+249.84K

0.89%

Legal & General Group Plc

785.50K

Mar 31, 26

+43.07K

0.83%

MORGAN STANLEY

729.94K

Mar 31, 26

-396.09K

0.77%

Sumitomo Mitsui Trust Holdings, Inc.

688.58K

Mar 31, 26

-1.92K

0.73%

Pathstone Holdings, LLC

661.22K

Mar 31, 26

+11.71K

0.70%

Hennion & Walsh Asset Management, Inc.

513.09K

Mar 31, 26

-49.90K

0.54%

ADVISOR GROUP HOLDINGS, INC.

450.47K

Mar 31, 26

+19.74K

0.48%

HighTower Advisors, LLC

423.73K

Mar 31, 26

-94.50K

0.45%

BlackRock, Inc.

352.24K

Mar 31, 26

-334.90K

0.37%

D. E. Shaw & Co., Inc.

347.52K

Mar 31, 26

+228.94K

0.37%

Universal- Beteiligungs- und Servicegesellschaft mbH

344.00K

Mar 31, 26

0.36%

Colony Group, LLC

334.79K

Mar 31, 26

+17.60K

0.35%

Tranquility Partners, LLC

316.75K

Mar 31, 26

+48.68K

0.34%

WELLS FARGO & COMPANY/MN

314.51K

Mar 31, 26

-43.20K

0.33%

XTX Topco Ltd

292.69K

Mar 31, 26

+105.06K

0.31%

AMERIPRISE FINANCIAL INC

291.49K

Mar 31, 26

-980

0.31%

CONFLUENCE INVESTMENT MANAGEMENT LLC

277.57K

Mar 31, 26

-17.19K

0.29%

TRANSCEND CAPITAL ADVISORS, LLC

271.16K

Mar 31, 26

-149.35K

0.29%

GraniteShares Advisors LLC

263.63K

Mar 31, 26

-30.17K

0.28%

BI Asset Management Fondsmaeglerselskab A/S

243.13K

Mar 31, 26

+8.12K

0.26%

BANK OF AMERICA CORP /DE/

194.10K

Mar 31, 26

-28.03K

0.21%

Advisors Asset Management, Inc.

173.66K

Mar 31, 26

-5.11K

0.18%

Mill Creek Capital Advisors, LLC

149.00K

Mar 31, 26

0.16%

Cerberus Capital Management, L.P.

145.00K

Mar 31, 26

+145.00K

0.15%

BALYASNY ASSET MANAGEMENT L.P.

136.06K

Mar 31, 26

+136.06K

0.14%

Naviter Wealth, LLC

131.72K

Mar 31, 26

-26.16K

0.14%

STATE STREET CORP

127.19K

Mar 31, 26

-4.40K

0.13%

LPL Financial LLC

124.07K

Mar 31, 26

-109.74K

0.13%

Trexquant Investment LP

114.97K

Mar 31, 26

-91.37K

0.12%

Neuberger Berman Group LLC

109.54K

Mar 31, 26

-4.67K

0.12%

HB Wealth Management, LLC

99.00K

Mar 31, 26

-2.36K

0.10%

GREAT WEST LIFE ASSURANCE CO /CAN/

98.99K

Mar 31, 26

-19.71K

0.10%

MACQUARIE MANAGEMENT HOLDINGS, INC.

95.30K

Mar 31, 26

0.10%

Virtus Investment Advisers, Inc.

89.47K

Mar 31, 26

+3.61K

0.09%

Cambridge Investment Research Advisors, Inc.

87.15K

Mar 31, 26

-36

0.09%

Farther Finance Advisors, LLC

83.50K

Mar 31, 26

+46.98K

0.09%

MILLENNIUM MANAGEMENT LLC

81.37K

Mar 31, 26

-105.60K

0.09%

DENALI ADVISORS LLC

77.89K

Mar 31, 26

-943

0.08%

Campbell & CO Investment Adviser LLC

72.03K

Mar 31, 26

-12.30K

0.08%

ExodusPoint Capital Management, LP

71.46K

Mar 31, 26

+54.55K

0.08%

Janney Montgomery Scott LLC

71.17K

Mar 31, 26

-6.35K

0.08%

JPMORGAN CHASE & CO

69.60K

Mar 31, 26

-1.97M

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

65.50K

Mar 31, 26

-2.55K

0.07%

PALISADE CAPITAL MANAGEMENT, LP

63.12K

Mar 31, 26

-221.58K

0.07%

Valeo Financial Advisors, LLC

59.85K

Mar 31, 26

0.06%

CAXTON ASSOCIATES LLP

58.37K

Mar 31, 26

0.06%

Mutual Advisors, LLC

57.71K

Mar 31, 26

+2.57K

0.06%

ROYAL BANK OF CANADA

53.35K

Mar 31, 26

-10.69K

0.06%

GEODE CAPITAL MANAGEMENT, LLC

53.27K

Mar 31, 26

0.06%

Spire Wealth Management

45.60K

Mar 31, 26

0.05%

Almitas Capital LLC

45.00K

Mar 31, 26

0.05%

Cetera Investment Advisers

44.13K

Mar 31, 26

+564

0.05%

Nordwand Advisors, LLC

41.80K

Mar 31, 26

0.04%

CITADEL ADVISORS LLC

34.68K

Mar 31, 26

+4.35K

0.04%

GOLDMAN SACHS GROUP INC

33.89K

Mar 31, 26

-171.04K

0.04%

MACKENZIE FINANCIAL CORP

33.48K

Mar 31, 26

+1.12K

0.04%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

32.28K

Mar 31, 26

0.03%

MIRABELLA FINANCIAL SERVICES LLP

31.63K

Mar 31, 26

+31.63K

0.03%

FAYEZ SAROFIM & CO

31.32K

Mar 31, 26

+1.04K

0.03%

NORTHERN TRUST CORP

30.57K

Mar 31, 26

-23.34K

0.03%

OPPENHEIMER & CO INC

30.50K

Mar 31, 26

-2.00K

0.03%

Y-Intercept (Hong Kong) Ltd

30.40K

Mar 31, 26

+30.40K

0.03%

NewEdge Wealth, LLC

30.36K

Mar 31, 26

0.03%

Sanctuary Advisors, LLC

30.29K

Mar 31, 26

-134

0.03%

Next Capital Management LLC

29.68K

Mar 31, 26

0.03%

MQS Management LLC

28.90K

Mar 31, 26

+28.90K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

27.23K

Mar 31, 26

-58.27K

0.03%

ENVESTNET ASSET MANAGEMENT INC

27.14K

Mar 31, 26

-8.67K

0.03%

STIFEL FINANCIAL CORP

25.39K

Mar 31, 26

-2.52K

0.03%

Generali Investments CEE, investicni spolecnost, a.s.

25.25K

Mar 31, 26

0.03%

JANE STREET GROUP, LLC

25.01K

Mar 31, 26

-365.58K

0.03%

Navis Wealth Advisors, LLC

25.00K

Mar 31, 26

0.03%

North Ground Capital

25.00K

Mar 31, 26

+25.00K

0.03%

CenterStar Asset Management, LLC

24.40K

Mar 31, 26

0.03%

Entropy Technologies, LP

24.03K

Mar 31, 26

+24.03K

0.03%

CAPTRUST FINANCIAL ADVISORS

23.21K

Mar 31, 26

+5.39K

0.02%

Advyzon Investment Management, LLC

22.73K

Mar 31, 26

+6.65K

0.02%

Empower Advisory Group, LLC

22.21K

Mar 31, 26

0.02%

CHILTON INVESTMENT CO INC.

22.02K

Mar 31, 26

-15.00K

0.02%

Lido Advisors, LLC

21.51K

Mar 31, 26

-333

0.02%

First Affirmative Financial Network

20.52K

Mar 31, 26

+20.52K

0.02%

Qube Research & Technologies Ltd

20.49K

Mar 31, 26

+20.49K

0.02%

Brevan Howard Capital Management LP

20.37K

Mar 31, 26

+20.37K

0.02%

nVerses Capital, LLC

19.86K

Mar 31, 26

+19.86K

0.02%

PFG Investments, LLC

19.72K

Mar 31, 26

-883

0.02%

ProShare Advisors LLC

18.41K

Mar 31, 26

+4.15K

0.02%

Equitable Holdings, Inc.

17.79K

Mar 31, 26

+17.79K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.71K

Mar 31, 26

-95.10K

0.02%

Apella Capital, LLC

17.52K

Mar 31, 26

0.02%

Glenview Trust Co

17.50K

Mar 31, 26

+7.40K

0.02%

CALTON & ASSOCIATES, INC.

16.46K

Mar 31, 26

+2.86K

0.02%

SANDERS MORRIS HARRIS LLC

16.38K

Mar 31, 26

+16.38K

0.02%

WEDBUSH SECURITIES INC

16.02K

Mar 31, 26

0.02%

Arkadios Wealth Advisors

16.00K

Mar 31, 26

0.02%

ROTHSCHILD INVESTMENT LLC

16.00K

Mar 31, 26

0.02%

RAYMOND JAMES FINANCIAL INC

15.98K

Mar 31, 26

-8.78K

0.02%

Genesee Capital Advisors, LLC

15.90K

Mar 31, 26

+5.17K

0.02%

SG Americas Securities, LLC

15.69K

Mar 31, 26

+15.69K

0.02%

Creative Planning

14.26K

Mar 31, 26

+493

0.02%

WEALTHEDGE INVESTMENT ADVISORS, LLC

12.70K

Mar 31, 26

-7.78K

0.01%

Catalyst Capital Advisors LLC

12.00K

Mar 31, 26

+12.00K

0.01%

Sowell Financial Services LLC

11.49K

Mar 31, 26

-1.48K

0.01%

Williams Jones Wealth Management, LLC.

11.00K

Mar 31, 26

0.01%

Joel Isaacson & Co., LLC

10.62K

Mar 31, 26

+10.62K

0.01%

Rockefeller Capital Management L.P.

10.50K

Mar 31, 26

-4.81K

0.01%

AE Wealth Management LLC

10.45K

Mar 31, 26

-65

0.01%

BROWN ADVISORY INC

10.00K

Mar 31, 26

0.01%

Verity & Verity, LLC

10.00K

Mar 31, 26

0.01%

State of Wyoming

9.15K

Mar 31, 26

+9.15K

0.01%

Sound Income Strategies, LLC

7.68K

Mar 31, 26

0.01%

BRYN MAWR TRUST Co

6.00K

Mar 31, 26

-8.00K

0.01%

Steward Partners Investment Advisory, LLC

5.42K

Mar 31, 26

+5.42K

0.01%

Union Bancaire Privee, UBP SA

5.19K

Mar 31, 26

-17.20K

0.01%

State of Alaska, Department of Revenue

4.89K

Mar 31, 26

0.01%

BNP PARIBAS ARBITRAGE, SNC

4.76K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

4.35K

Mar 31, 26

0.00%

MTM Investment Management, LLC

3.60K

Mar 31, 26

0.00%

Advisory Services Network, LLC

2.57K

Mar 31, 26

+2.57K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

2.30K

Mar 31, 26

+2.00K

0.00%

NewEdge Advisors, LLC

1.70K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

1.55K

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

1.10K

Mar 31, 26

+1.10K

0.00%

FIRST HORIZON CORP

1.00K

Mar 31, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

969

Mar 31, 26

0.00%

NATIXIS

550

Mar 31, 26

+18

0.00%

Bank & Trust Co

422

Mar 31, 26

0.00%

CHELSEA COUNSEL CO

340

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

308

Mar 31, 26

0.00%

Parallel Advisors, LLC

300

Mar 31, 26

0.00%

Larson Financial Group LLC

274

Mar 31, 26

+11

0.00%

UMB Bank, n.a.

225

Mar 31, 26

0.00%

CWM, LLC

225

Mar 31, 26

-590

0.00%

Community Financial Services Group, LLC

200

Mar 31, 26

+200

0.00%

JONES FINANCIAL COMPANIES LLLP

166

Mar 31, 26

-271

0.00%

Allworth Financial LP

Mar 31, 26

0.00%

Caitong International Asset Management Co., Ltd

Mar 31, 26

+76

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

DANSKE BANK A/S

Mar 31, 26

0.00%

Kestra Advisory Services, LLC

Mar 31, 26

-24.85K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-651

Inspire Investing, LLC

Mar 31, 26

-50.91K

SRS Capital Advisors, Inc.

Mar 31, 26

-44.64K

Truffle Hound Capital, LLC

Mar 31, 26

-550.00K

WHITTIER TRUST CO

Mar 31, 26

-16.22K

Quantbot Technologies LP

Mar 31, 26

-37.26K

REUTER JAMES WEALTH MANAGEMENT, LLC

Mar 31, 26

-34.30K

OAK FAMILY ADVISORS, LLC

Mar 31, 26

-13.45K

Schonfeld Strategic Advisors LLC

Mar 31, 26

-16.38K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-15.85K

Virtu Financial LLC

Mar 31, 26

-21.91K

FOX RUN MANAGEMENT, L.L.C.

Mar 31, 26

-22.80K

RIVERNORTH CAPITAL MANAGEMENT, LLC

Mar 31, 26

-1.34M

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-19.09K

CONDOR CAPITAL MANAGEMENT

Mar 31, 26

-14.11K

PharVision Advisers, LLC

Mar 31, 26

-17.02K

NOMURA HOLDINGS INC

Mar 31, 26

-15.00K

SIMPLEX TRADING, LLC

Mar 31, 26

-17.73K

TrueMark Investments, LLC

Mar 31, 26

-18.56K

SEVEN MILE ADVISORY

Mar 31, 26

-10.63K

Quarry LP

Mar 31, 26

-1.15K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-17.94K

Tower Research Capital LLC (TRC)

Mar 31, 26

-14.85K

ARES MANAGEMENT LLC

Mar 31, 26

-602.58K

WealthCollab, LLC

Mar 31, 26

-1.76K

Verition Fund Management LLC

Mar 31, 26

-16.20K

Aquatic Capital Management LLC

Mar 31, 26

-13.82K

Quadrature Capital Ltd

Mar 31, 26

-56.58K

FRANKLIN RESOURCES INC

Mar 31, 26

-455.02K

BNP Paribas Asset Management Holding S.A.

Mar 31, 26

-9.58K

Squarepoint Ops LLC

Mar 31, 26

-12.60K

Newbridge Financial Services Group, Inc.

Mar 31, 26

-485

TWO SIGMA ADVISERS, LP

275.00K

Dec 31, 25

-329.60K

0.29%

EMC Capital Management

11.82K

Dec 31, 25

-2.09K

0.01%

Alpha Cubed Investments, LLC

10.16K

Dec 31, 25

+10.16K

0.01%

CIBC Private Wealth Group, LLC

6.00K

Dec 31, 25

0.01%

COMERICA BANK

1.10K

Dec 31, 25

0.00%

WFA Asset Management Corp

40.71K

Sep 30, 25

+824

0.04%

Moloney Securities Asset Management, LLC

28.32K

Sep 30, 25

+274

0.03%

Cubist Systematic Strategies, LLC

Sep 30, 25

-36.64K

Graypoint LLC

10.27K

Jun 30, 25

+10.27K

0.01%

First Horizon Advisors, Inc.

1.00K

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-23.97K

Lindbrook Capital, LLC

Mar 31, 25

-969

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-733

Raymond James Financial Services Advisors, Inc.

76.42K

Sep 30, 24

-2.49K

0.08%

RAYMOND JAMES & ASSOCIATES

38.45K

Sep 30, 24

-805

0.04%

GYL FINANCIAL SYNERGIES, LLC

17.51K

Sep 30, 24

-780

0.02%

BlackRock Inc.

410.39K

Jun 30, 24

+5.15K

0.43%

MCKINLEY CAPITAL MANAGEMENT LLC

135.75K

Jun 30, 24

+1.88K

0.14%

Coombe, Bender & Co LLC

32.46K

Jun 30, 24

+851

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

11.44K

Mar 31, 24

+11.44K

0.01%

Connectus Wealth, LLC

Mar 31, 24

-63.91K

FOCUS FINANCIAL NETWORK INC /ADV

324.63K

Dec 31, 23

+324.63K

0.34%

Simplicity Solutions, LLC

Dec 31, 23

-15.88K

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

50.07K

Sep 30, 23

0.05%

ROTHSCHILD INVESTMENT CORP /IL

20.52K

Sep 30, 23

+10.00K

0.02%

Claybrook Capital, LLC

19.88K

Sep 30, 23

0.02%

Kula Investments, LLC

20.36K

Mar 31, 23

+20.36K

0.02%

Acrisure Capital Management, LLC

Mar 31, 23

-63.04K

Personal Capital Advisors Corp

22.21K

Dec 31, 22

0.02%

BOENNING & SCATTERGOOD, INC.

15.00K

Dec 31, 22

0.02%

Gyon Technologies Capital Management, LP

Dec 31, 22

0.00%

Round Table Services, LLC

3.80M

Sep 30, 22

+171.03K

4.02%

ROOSEVELT INVESTMENT GROUP LLC

24.46K

Sep 30, 22

-900

0.03%

Covington Capital Management

10.05K

Sep 30, 22

0.01%

FourThought Financial, LLC

3.69K

Sep 30, 22

0.00%

American Portfolios Advisors

1.55K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-3.25K

Farmer Steven Patrick

403.19K

Jun 30, 22

+403.19K

0.43%

Altium Wealth Management LLC

147.07K

Jun 30, 22

0.16%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

39.87K

Mar 31, 22

0.04%

BREITER CAPITAL MANAGEMENT INC

11.55K

Mar 31, 22

+11.55K

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

290

Mar 31, 22

+290

0.00%

First Allied Advisory Services, Inc.

50.16K

Sep 30, 20

+3.01K

0.05%

NumerixS Investment Technologies Inc

1.00K

Jun 30, 20

+1.00K

0.00%

Advisor Group, Inc.

211.57K

Dec 31, 19

+9.94K

0.22%

LADENBURG THALMANN FINANCIAL SERVICES INC.

77.05K

Dec 31, 19

+29.69K

0.08%

WILLIAMS JONES & ASSOCIATES LLC

249.28K

Jun 30, 19

-12.70K

0.26%

Global X Management CO LLC

19.88K

Jun 30, 18

+1.40K

0.02%

PEAK6 Group LLC

Jun 30, 18

-3.85K

Delpha Capital Management, LLC

Mar 31, 18

-1.44K

SPOT TRADING L.L.C.

11.77K

Sep 30, 17

+11.77K

0.01%

Acrospire Investment Management LLC

Sep 30, 17

-412

RAIFF PARTNERS INC

130.00K

Jun 30, 17

+130.00K

0.14%

Commonwealth Equity Services, Inc

27.88K

Jun 30, 17

+3.23K

0.03%

Airain ltd

10.27K

Jun 30, 17

+10.27K

0.01%

WFG Advisors, LP

5.05K

Jun 30, 17

-12.27K

0.01%

Virtu KCG Holdings LLC

Jun 30, 17

-33.09K

LOMBARDIA CAPITAL PARTNERS LLC

39.08K

Mar 31, 17

-631.64K

0.04%

Princeton Alpha Management LP

27.33K

Mar 31, 17

+11.94K

0.03%

BlackRock Group LTD

391.87K

Dec 31, 16

+109.01K

0.41%

MSI Financial Services Inc

1.18K

Dec 31, 16

-1.68K

0.00%

PARA ADVISORS LLC

70.00K

Sep 30, 16

-15.00K

0.07%

WESTPORT RESOURCES MANAGEMENT INC

Sep 30, 16

-6.06K

VSR Financial Services, Inc.

87.40K

Jun 30, 16

+27.07K

0.09%

Investors Capital Advisory Services

19.97K

Jun 30, 16

-995

0.02%

Pinnacle Summer Investments, Inc.

500

Dec 31, 15

0.00%

KLINSKY STEVEN B

3.42M

Jun 30, 15

+76.49K

3.62%

Relative Value Partners, LLC

33.18K

Mar 31, 15

+1.72K

0.04%

BAIRD ROBERT W & CO INC /WI/

11.05K

Mar 31, 15

+11.05K

0.01%

UBS AG

855.71K

Sep 30, 14

-281.39K

0.91%

BlueCrest Capital Management LLP

Sep 30, 14

-51.37K

SAC Capital Advisors LP

Mar 31, 14

-15.42K

GALAXY CAPITAL TRADING LTD

700

Dec 31, 13

+700

0.00%

Jane Street Holding, LLC

Dec 31, 13

-29.56K