OTF(OTF)
OTF
Institutional Ownership
Top 157 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| State of New Jersey Common Pension Fund E | 6.27M | Mar 31, 26 | -- | 1.35% |
| STEPHENS INC /AR/ | 890.86K | Mar 31, 26 | +325.51K | 0.19% |
| Pensionmark Financial Group, LLC | 429.02K | Mar 31, 26 | +291.68K | 0.09% |
| Bayshore Capital Advisors, LLC | 403.78K | Mar 31, 26 | +251.13K | 0.09% |
| Pettinga Financial Advisors, LLC | 343.57K | Mar 31, 26 | +82.17K | 0.07% |
| Sumitomo Mitsui Trust Holdings, Inc. | 258.47K | Mar 31, 26 | +258.47K | 0.06% |
| Ronald Blue Trust, Inc. | 234.78K | Mar 31, 26 | +107.89K | 0.05% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 155.70K | Mar 31, 26 | +139.68K | 0.03% |
| Apollon Wealth Management, LLC | 106.98K | Mar 31, 26 | +34.23K | 0.02% |
| Generali Investments CEE, investicni spolecnost, a.s. | 84.43K | Mar 31, 26 | +36.01K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 81.09K | Mar 31, 26 | +7.09K | 0.02% |
| U.S. Capital Wealth Advisors, LLC | 80.75K | Mar 31, 26 | +80.75K | 0.02% |
| Mount Yale Investment Advisors, LLC | 80.14K | Mar 31, 26 | +51.80K | 0.02% |
| WHITTIER TRUST CO | 63.97K | Mar 31, 26 | +62.65K | 0.01% |
| TRUIST FINANCIAL CORP | 52.53K | Mar 31, 26 | +37.11K | 0.01% |
| PINNACLE ASSOCIATES LTD | 43.23K | Mar 31, 26 | +43.23K | 0.01% |
| Pinnacle Wealth Management Advisory Group, LLC | 43.23K | Mar 31, 26 | +43.23K | 0.01% |
| Activest Wealth Management | 40.10K | Mar 31, 26 | +12.77K | 0.01% |
| TrueMark Investments, LLC | 39.71K | Mar 31, 26 | -5.29K | 0.01% |
| Intellectus Partners, LLC | 36.89K | Mar 31, 26 | +17.17K | 0.01% |
| Stratos Wealth Partners, LTD. | 36.77K | Mar 31, 26 | +16.64K | 0.01% |
| Janney Montgomery Scott LLC | 33.32K | Mar 31, 26 | +8.01K | 0.01% |
| Catalina Capital Group, LLC | 32.06K | Mar 31, 26 | +15.66K | 0.01% |
| QP WEALTH MANAGEMENT, LLC | 29.87K | Mar 31, 26 | +18.33K | 0.01% |
| Tranquility Partners, LLC | 26.91K | Mar 31, 26 | +12.47K | 0.01% |
| Pallas Capital Advisors LLC | 25.81K | Mar 31, 26 | -59.67K | 0.01% |
| Perigon Wealth Management, LLC | 24.10K | Mar 31, 26 | +24.10K | 0.01% |
| Private Advisor Group, LLC | 23.77K | Mar 31, 26 | +12.65K | 0.01% |
| Fortress Wealth Group, LLC | 21.96K | Mar 31, 26 | +3.29K | 0.00% |
| Tennessee Valley Asset Management Partners | 21.63K | Mar 31, 26 | +21.63K | 0.00% |
| Onyx Bridge Wealth Group LLC | 20.14K | Mar 31, 26 | +9.86K | 0.00% |
| Prospera Financial Services Inc | 17.65K | Mar 31, 26 | +17.65K | 0.00% |
| HICKS CAPITAL MANAGEMENT LLC | 15.79K | Mar 31, 26 | +15.79K | 0.00% |
| Kathmere Capital Management, LLC | 14.69K | Mar 31, 26 | +14.69K | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 13.50K | Mar 31, 26 | +13.50K | 0.00% |
| tru Independence LLC | 13.22K | Mar 31, 26 | +13.22K | 0.00% |
| MMA ASSET MANAGEMENT LLC | 12.77K | Mar 31, 26 | +12.77K | 0.00% |
| Kestra Advisory Services, LLC | 12.24K | Mar 31, 26 | +3.44K | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 11.95K | Mar 31, 26 | +11.95K | 0.00% |
| NORDEN GROUP LLC | 11.33K | Mar 31, 26 | -298 | 0.00% |
| Abel Hall, LLC | 10.00K | Mar 31, 26 | +10.00K | 0.00% |
| LAKE STREET FINANCIAL LLC | 3.22K | Mar 31, 26 | +3.22K | 0.00% |
| Avion Wealth | 2.06K | Mar 31, 26 | -- | 0.00% |
| Clayton Financial Group LLC | 847 | Mar 31, 26 | +847 | 0.00% |
| IFP Advisors, Inc | 654 | Mar 31, 26 | -- | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Mar 31, 26 | -28.11K | -- |
| PFG Investments, LLC | -- | Mar 31, 26 | -11.68K | -- |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | -- | Mar 31, 26 | -10.05K | -- |
| Mubadala Investment Co PJSC | 29.13M | Dec 31, 25 | -- | 6.26% |
| Cliffwater LLC | 5.91M | Dec 31, 25 | -15.00K | 1.27% |
| Capricorn Investment Group LLC | 5.44M | Dec 31, 25 | +5.44M | 1.17% |
| Cresset Asset Management, LLC | 4.32M | Dec 31, 25 | +4.17M | 0.93% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.93M | Dec 31, 25 | +1.53M | 0.42% |
| FRANKLIN RESOURCES INC | 1.75M | Dec 31, 25 | +1.75M | 0.38% |
| CAZ INVESTMENTS LP | 1.16M | Dec 31, 25 | +486.17K | 0.25% |
| ARES MANAGEMENT LLC | 1.14M | Dec 31, 25 | +601.10K | 0.25% |
| BANK OF AMERICA CORP /DE/ | 710.95K | Dec 31, 25 | +342.67K | 0.15% |
| Requisite Capital Management, LLC | 674.62K | Dec 31, 25 | +394.89K | 0.14% |
| Blue Pool Management Ltd. | 627.01K | Dec 31, 25 | -- | 0.13% |
| Rockefeller Capital Management L.P. | 624.04K | Dec 31, 25 | +159.06K | 0.13% |
| Bulldog Investors, LLP | 615.85K | Dec 31, 25 | +226.19K | 0.13% |
| Pine Ridge Advisers LLC | 511.36K | Dec 31, 25 | +349.88K | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 511.25K | Dec 31, 25 | -509.42K | 0.11% |
| GCM Grosvenor Holdings, LLC | 430.00K | Dec 31, 25 | +430.00K | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 418.41K | Dec 31, 25 | +418.41K | 0.09% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 396.45K | Dec 31, 25 | +234.27K | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 394.55K | Dec 31, 25 | +257.65K | 0.08% |
| OMERS ADMINISTRATION Corp | 376.19K | Dec 31, 25 | +360.06K | 0.08% |
| Jump Financial, LLC | 329.20K | Dec 31, 25 | +329.20K | 0.07% |
| JPMORGAN CHASE & CO | 296.20K | Dec 31, 25 | +241.47K | 0.06% |
| ROYAL BANK OF CANADA | 296.13K | Dec 31, 25 | +127.03K | 0.06% |
| North Ground Capital | 271.64K | Dec 31, 25 | -103.36K | 0.06% |
| MORGAN STANLEY | 246.72K | Dec 31, 25 | +153.64K | 0.05% |
| IEQ CAPITAL, LLC | 238.86K | Dec 31, 25 | +143.91K | 0.05% |
| Cerity Partners LLC | 222.98K | Dec 31, 25 | -2.50K | 0.05% |
| BESSEMER GROUP INC | 216.12K | Dec 31, 25 | +216.12K | 0.05% |
| Invesco Ltd. | 210.26K | Dec 31, 25 | +210.26K | 0.05% |
| JANE STREET GROUP, LLC | 209.50K | Dec 31, 25 | -499.81K | 0.05% |
| BALYASNY ASSET MANAGEMENT L.P. | 168.49K | Dec 31, 25 | +168.49K | 0.04% |
| Sanctuary Advisors, LLC | 149.38K | Dec 31, 25 | +98.81K | 0.03% |
| GOLDMAN SACHS GROUP INC | 149.01K | Dec 31, 25 | +149.01K | 0.03% |
| UBS Group AG | 147.39K | Dec 31, 25 | +82.13K | 0.03% |
| HighTower Advisors, LLC | 136.81K | Dec 31, 25 | +82.32K | 0.03% |
| Alpine Global Management, LLC | 130.27K | Dec 31, 25 | +105.27K | 0.03% |
| FIDUCIARY TRUST CO | 130.00K | Dec 31, 25 | +76.82K | 0.03% |
| Bank of New York Mellon Corp | 124.42K | Dec 31, 25 | +4.51K | 0.03% |
| RENAISSANCE TECHNOLOGIES LLC | 110.36K | Dec 31, 25 | +110.36K | 0.02% |
| NorthRock Partners, LLC | 108.83K | Dec 31, 25 | +94.20K | 0.02% |
| DENALI ADVISORS LLC | 108.38K | Dec 31, 25 | +108.38K | 0.02% |
| XTX Topco Ltd | 104.52K | Dec 31, 25 | +92.86K | 0.02% |
| SCS Capital Management LLC | 98.78K | Dec 31, 25 | +50.94K | 0.02% |
| NORTHERN TRUST CORP | 93.55K | Dec 31, 25 | +54.20K | 0.02% |
| CWM, LLC | 92.21K | Dec 31, 25 | +58.94K | 0.02% |
| LPL Financial LLC | 89.94K | Dec 31, 25 | +89.94K | 0.02% |
| Diversify Advisory Services, LLC | 75.19K | Dec 31, 25 | +33.26K | 0.02% |
| AMERIPRISE FINANCIAL INC | 73.52K | Dec 31, 25 | +73.52K | 0.02% |
| WELLS FARGO & COMPANY/MN | 72.80K | Dec 31, 25 | +71.12K | 0.02% |
| NewEdge Wealth, LLC | 69.92K | Dec 31, 25 | +2.22K | 0.02% |
| Steward Partners Investment Advisory, LLC | 63.22K | Dec 31, 25 | +38.67K | 0.01% |
| Mariner, LLC | 56.62K | Dec 31, 25 | +56.62K | 0.01% |
| Perennial Investment Advisors, LLC | 56.29K | Dec 31, 25 | +33.40K | 0.01% |
| Pathstone Holdings, LLC | 54.82K | Dec 31, 25 | +21.57K | 0.01% |
| CHOREO, LLC | 53.70K | Dec 31, 25 | +31.52K | 0.01% |
| STIFEL FINANCIAL CORP | 48.90K | Dec 31, 25 | +48.90K | 0.01% |
| Global Retirement Partners, LLC | 45.11K | Dec 31, 25 | +30.12K | 0.01% |
| ExodusPoint Capital Management, LP | 42.18K | Dec 31, 25 | +42.18K | 0.01% |
| CITADEL ADVISORS LLC | 37.28K | Dec 31, 25 | +37.28K | 0.01% |
| Cetera Investment Advisers | 35.92K | Dec 31, 25 | +35.92K | 0.01% |
| Caprock Group, LLC | 34.53K | Dec 31, 25 | +34.53K | 0.01% |
| VestGen Advisors, LLC | 32.65K | Dec 31, 25 | +32.65K | 0.01% |
| TUDOR INVESTMENT CORP ET AL | 32.30K | Dec 31, 25 | +32.30K | 0.01% |
| Destiny Wealth Partners, LLC | 28.58K | Dec 31, 25 | +28.58K | 0.01% |
| Vestmark Advisory Solutions, Inc. | 28.34K | Dec 31, 25 | +28.34K | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 28.27K | Dec 31, 25 | +28.27K | 0.01% |
| Founders Financial Alliance, LLC | 26.97K | Dec 31, 25 | +26.97K | 0.01% |
| Caitong International Asset Management Co., Ltd | 26.76K | Dec 31, 25 | +26.76K | 0.01% |
| Catalytic Wealth RIA, LLC | 24.53K | Dec 31, 25 | +24.53K | 0.01% |
| HRT FINANCIAL LP | 23.95K | Dec 31, 25 | -5.20K | 0.01% |
| Squarepoint Ops LLC | 23.55K | Dec 31, 25 | +23.55K | 0.01% |
| Fort Point Capital Partners LLC | 22.74K | Dec 31, 25 | +9.02K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 22.13K | Dec 31, 25 | +22.13K | 0.00% |
| Elm Partners Management LLC | 21.98K | Dec 31, 25 | +11.57K | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.58K | Dec 31, 25 | +19.58K | 0.00% |
| EP Wealth Advisors, LLC | 19.53K | Dec 31, 25 | +19.53K | 0.00% |
| ADAPT WEALTH ADVISORS, LLC | 18.89K | Dec 31, 25 | -16.23K | 0.00% |
| Centiva Capital, LP | 18.33K | Dec 31, 25 | +18.33K | 0.00% |
| Trexquant Investment LP | 17.90K | Dec 31, 25 | +17.90K | 0.00% |
| Beacon Bridge Wealth Partners, LLC | 17.55K | Dec 31, 25 | +17.55K | 0.00% |
| NewEdge Advisors, LLC | 17.08K | Dec 31, 25 | +17.08K | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 16.02K | Dec 31, 25 | +16.02K | 0.00% |
| CULLEN/FROST BANKERS, INC. | 15.53K | Dec 31, 25 | +15.53K | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 15.19K | Dec 31, 25 | +11.65K | 0.00% |
| BLAIR WILLIAM & CO/IL | 14.81K | Dec 31, 25 | +4.33K | 0.00% |
| NOMURA HOLDINGS INC | 14.70K | Dec 31, 25 | +14.70K | 0.00% |
| Lido Advisors, LLC | 14.54K | Dec 31, 25 | +2.68K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14.44K | Dec 31, 25 | +14.44K | 0.00% |
| Leo Wealth, LLC | 13.91K | Dec 31, 25 | +13.91K | 0.00% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12.86K | Dec 31, 25 | -508 | 0.00% |
| Americana Partners, LLC | 11.98K | Dec 31, 25 | +11.98K | 0.00% |
| CI Private Wealth, LLC | 11.69K | Dec 31, 25 | +11.69K | 0.00% |
| Wealth Architects, LLC | 11.51K | Dec 31, 25 | +11.51K | 0.00% |
| Clearstead Advisors, LLC | 8.50K | Dec 31, 25 | +8.50K | 0.00% |
| Newbridge Financial Services Group, Inc. | 3.00K | Dec 31, 25 | +3.00K | 0.00% |
| MAI Capital Management | 2.25K | Dec 31, 25 | -2.18K | 0.00% |
| BlackRock, Inc. | 1.87K | Dec 31, 25 | +1.28K | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.79K | Dec 31, 25 | +1.79K | 0.00% |
| COMERICA BANK | 1.25K | Dec 31, 25 | +1.25K | 0.00% |
| Tower Research Capital LLC (TRC) | 522 | Dec 31, 25 | -3.94K | 0.00% |
| Quarry LP | 82 | Dec 31, 25 | +82 | 0.00% |
| Quantbot Technologies LP | 40 | Dec 31, 25 | +40 | 0.00% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | -- | Dec 31, 25 | -3.85K | -- |
| Qube Research & Technologies Ltd | -- | Dec 31, 25 | -19.41K | -- |
| ARMISTICE CAPITAL, LLC | -- | Dec 31, 25 | -17.71K | -- |
| State of Tennessee, Treasury Department | -- | Dec 31, 25 | -11.00K | -- |
| MACQUARIE GROUP LTD | -- | Dec 31, 25 | -29.44K | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | -- | Dec 31, 25 | -4.47M | -- |
| GRIES FINANCIAL LLC | 65.17K | Sep 30, 25 | +46.45K | 0.01% |