Otter Tail CorporationOTTRNASDAQ
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TEACHER RETIREMENT SYSTEM OF TEXAS | -- | Dec 31, 25 | -4.94K | -- |
| True Wealth Design, LLC | -- | Dec 31, 25 | -1 | -- |
| BlackRock, Inc. | 6.36M | Sep 30, 25 | -67.08K | -- |
| STATE STREET CORP | 1.57M | Sep 30, 25 | -6.57K | -- |
| FIRST TRUST ADVISORS LP | 1.46M | Sep 30, 25 | +221.04K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 1.02M | Sep 30, 25 | +4.49K | -- |
| DIMENSIONAL FUND ADVISORS LP | 859.02K | Sep 30, 25 | -25.49K | -- |
| JPMORGAN CHASE & CO | 605.50K | Sep 30, 25 | +264.01K | -- |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 555.86K | Sep 30, 25 | -8.11K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 541.46K | Sep 30, 25 | +7.13K | -- |
| MORGAN STANLEY | 531.69K | Sep 30, 25 | +100.79K | -- |
| GABELLI FUNDS LLC | 469.10K | Sep 30, 25 | -500 | -- |
| NORTHERN TRUST CORP | 442.86K | Sep 30, 25 | +34.89K | -- |
| BANK OF AMERICA CORP /DE/ | 377.23K | Sep 30, 25 | -31.93K | -- |
| Bank of New York Mellon Corp | 371.29K | Sep 30, 25 | -13.18K | -- |
| GOLDMAN SACHS GROUP INC | 322.75K | Sep 30, 25 | +140.95K | -- |
| GAMCO INVESTORS, INC. ET AL | 272.35K | Sep 30, 25 | -1.04K | -- |
| D. E. Shaw & Co., Inc. | 260.01K | Sep 30, 25 | +95.29K | -- |
| Invesco Ltd. | 236.65K | Sep 30, 25 | -17.56K | -- |
| PRINCIPAL FINANCIAL GROUP INC | 202.13K | Sep 30, 25 | -5.43K | -- |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 182.09K | Sep 30, 25 | +39.23K | -- |
| LSV ASSET MANAGEMENT | 169.07K | Sep 30, 25 | +109.37K | -- |
| Qube Research & Technologies Ltd | 166.52K | Sep 30, 25 | +26.60K | -- |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 165.00K | Sep 30, 25 | -20.00K | -- |
| FEDERATED HERMES, INC. | 161.20K | Sep 30, 25 | -10.33K | -- |
| Nuveen, LLC | 153.63K | Sep 30, 25 | -952 | -- |
| MARSHALL WACE, LLP | 152.57K | Sep 30, 25 | +93.55K | -- |
| TUDOR INVESTMENT CORP ET AL | 141.28K | Sep 30, 25 | -13.31K | -- |
| TWO SIGMA INVESTMENTS, LP | 137.62K | Sep 30, 25 | +113.28K | -- |
| ROYAL BANK OF CANADA | 130.45K | Sep 30, 25 | +501 | -- |
| MILLENNIUM MANAGEMENT LLC | 130.28K | Sep 30, 25 | -346.30K | -- |
| VICTORY CAPITAL MANAGEMENT INC | 126.90K | Sep 30, 25 | +2.20K | -- |
| CITADEL ADVISORS LLC | 118.78K | Sep 30, 25 | -117.28K | -- |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 114.87K | Sep 30, 25 | +6.96K | -- |
| Legal & General Group Plc | 110.35K | Sep 30, 25 | -1.69K | -- |
| RENAISSANCE TECHNOLOGIES LLC | 107.91K | Sep 30, 25 | +68.80K | -- |
| AMERIPRISE FINANCIAL INC | 103.28K | Sep 30, 25 | -16.11K | -- |
| RHUMBLINE ADVISERS | 102.85K | Sep 30, 25 | -6.38K | -- |
| PRUDENTIAL FINANCIAL INC | 100.13K | Sep 30, 25 | +23.50K | -- |
| BNP PARIBAS ARBITRAGE, SNC | 87.90K | Sep 30, 25 | +18.31K | -- |
| DENALI ADVISORS LLC | 86.13K | Sep 30, 25 | +6.95K | -- |
| Brandywine Global Investment Management, LLC | 85.69K | Sep 30, 25 | +12.00K | -- |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 83.34K | Sep 30, 25 | -27.32K | -- |
| ProShare Advisors LLC | 81.44K | Sep 30, 25 | -3.54K | -- |
| Swiss National Bank | 73.10K | Sep 30, 25 | +1.10K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 69.38K | Sep 30, 25 | +1.80K | -- |
| Buck Wealth Strategies, LLC | 67.79K | Sep 30, 25 | +1.66K | -- |
| LPL Financial LLC | 66.15K | Sep 30, 25 | +2.81K | -- |
| BARCLAYS PLC | 63.24K | Sep 30, 25 | -15.93K | -- |
| Schonfeld Strategic Advisors LLC | 62.97K | Sep 30, 25 | +2.58K | -- |
| HRT FINANCIAL LP | 62.18K | Sep 30, 25 | +11.62K | -- |
| Man Group plc | 61.31K | Sep 30, 25 | +61.31K | -- |
| WELLS FARGO & COMPANY/MN | 60.90K | Sep 30, 25 | +6.42K | -- |
| Trexquant Investment LP | 56.19K | Sep 30, 25 | +50.55K | -- |
| ALLIANCEBERNSTEIN L.P. | 43.65K | Sep 30, 25 | -3.00K | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 42.75K | Sep 30, 25 | +1.94K | -- |
| RAYMOND JAMES FINANCIAL INC | 42.68K | Sep 30, 25 | +7.68K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | 42.65K | Sep 30, 25 | -35.50K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 40.86K | Sep 30, 25 | -37.92K | -- |
| CITIGROUP INC | 40.60K | Sep 30, 25 | -9.43K | -- |
| FIRST MANHATTAN CO. LLC. | 38.51K | Sep 30, 25 | -2.45K | -- |
| BENJAMIN EDWARDS INC | 38.35K | Sep 30, 25 | +38.35K | -- |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 38.10K | Sep 30, 25 | -- | -- |
| JANE STREET GROUP, LLC | 37.72K | Sep 30, 25 | -54.29K | -- |
| TWO SIGMA ADVISERS, LP | 37.10K | Sep 30, 25 | +27.30K | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 34.85K | Sep 30, 25 | -85 | -- |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 34.44K | Sep 30, 25 | -561 | -- |
| DEUTSCHE BANK AG\ | 33.77K | Sep 30, 25 | +3.52K | -- |
| Connor, Clark & Lunn Investment Management Ltd. | 32.81K | Sep 30, 25 | -2.80K | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | 32.52K | Sep 30, 25 | -5.44K | -- |
| MARTINGALE ASSET MANAGEMENT L P | 32.48K | Sep 30, 25 | -578 | -- |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 32.05K | Sep 30, 25 | +1.20K | -- |
| ROYCE & ASSOCIATES LP | 31.94K | Sep 30, 25 | +180 | -- |
| ADVISOR GROUP HOLDINGS, INC. | 31.84K | Sep 30, 25 | +10.24K | -- |
| FRANKLIN RESOURCES INC | 31.60K | Sep 30, 25 | +20.55K | -- |
| Financial Engines Advisors L.L.C. | 29.99K | Sep 30, 25 | +1.23K | -- |
| Edgestream Partners, L.P. | 28.87K | Sep 30, 25 | -1.55K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.29K | Sep 30, 25 | +6.04K | -- |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 28.18K | Sep 30, 25 | +28.18K | -- |
| OSSIAM | 26.20K | Sep 30, 25 | +26.20K | -- |
| OneAscent Financial Services LLC | 24.66K | Sep 30, 25 | -55 | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 24.05K | Sep 30, 25 | +98 | -- |
| Mariner, LLC | 23.85K | Sep 30, 25 | -2.13K | -- |
| Quantbot Technologies LP | 23.20K | Sep 30, 25 | -8.39K | -- |
| ALPS ADVISORS INC | 23.17K | Sep 30, 25 | +993 | -- |
| MetLife Investment Management, LLC | 22.64K | Sep 30, 25 | -775 | -- |
| Verition Fund Management LLC | 22.17K | Sep 30, 25 | -5.08K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21.94K | Sep 30, 25 | -1.31K | -- |
| Illinois Municipal Retirement Fund | 21.90K | Sep 30, 25 | +185 | -- |
| JOHN G ULLMAN & ASSOCIATES INC | 20.65K | Sep 30, 25 | +4.70K | -- |
| Quest Partners LLC | 20.11K | Sep 30, 25 | +1.06K | -- |
| INTECH INVESTMENT MANAGEMENT LLC | 18.06K | Sep 30, 25 | -59.35K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17.91K | Sep 30, 25 | -3.22K | -- |
| CAPITAL FUND MANAGEMENT S.A. | 17.30K | Sep 30, 25 | +17.30K | -- |
| NewEdge Advisors, LLC | 16.97K | Sep 30, 25 | -3.41K | -- |
| Russell Investments Group, Ltd. | 16.86K | Sep 30, 25 | +1.67K | -- |
| Squarepoint Ops LLC | 16.79K | Sep 30, 25 | +3.80K | -- |
| Cetera Investment Advisers | 16.39K | Sep 30, 25 | +4.76K | -- |
| AMERICAN CENTURY COMPANIES INC | 16.11K | Sep 30, 25 | +380 | -- |
| Advisors Asset Management, Inc. | 15.90K | Sep 30, 25 | +2.25K | -- |
| JANUS HENDERSON GROUP PLC | 15.54K | Sep 30, 25 | +856 | -- |
| Jump Financial, LLC | 15.50K | Sep 30, 25 | +11.43K | -- |
| AQR CAPITAL MANAGEMENT LLC | 14.57K | Sep 30, 25 | +1.49K | -- |
| Atom Investors LP | 14.47K | Sep 30, 25 | -1.26K | -- |
| WINTON GROUP Ltd | 14.40K | Sep 30, 25 | +36 | -- |
| Dynamic Technology Lab Private Ltd | 13.60K | Sep 30, 25 | +13.60K | -- |
| Inspire Advisors, LLC | 12.76K | Sep 30, 25 | +12.76K | -- |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 12.56K | Sep 30, 25 | -20.86K | -- |
| GSA CAPITAL PARTNERS LLP | 12.51K | Sep 30, 25 | +12.51K | -- |
| Voleon Capital Management LP | 12.41K | Sep 30, 25 | +12.41K | -- |
| NJ State Employees Deferred Compensation Plan | 12.00K | Sep 30, 25 | -- | -- |
| AMALGAMATED BANK | 11.96K | Sep 30, 25 | +5 | -- |
| State of Tennessee, Treasury Department | 11.93K | Sep 30, 25 | -2.79K | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11.45K | Sep 30, 25 | -52 | -- |
| NATIXIS ADVISORS, L.P. | 10.84K | Sep 30, 25 | +10.84K | -- |
| Police & Firemen's Retirement System of New Jersey | 10.68K | Sep 30, 25 | +1.81K | -- |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 10.67K | Sep 30, 25 | -86 | -- |
| Sterling Capital Management LLC | 10.55K | Sep 30, 25 | +1.52K | -- |
| Aquatic Capital Management LLC | 10.37K | Sep 30, 25 | -10.35K | -- |
| HighTower Advisors, LLC | 10.21K | Sep 30, 25 | +3.99K | -- |
| GREAT VALLEY ADVISOR GROUP, INC. | 10.20K | Sep 30, 25 | -- | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 9.47K | Sep 30, 25 | -4.06K | -- |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 9.42K | Sep 30, 25 | -200 | -- |
| Entropy Technologies, LP | 9.16K | Sep 30, 25 | +1.80K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.13K | Sep 30, 25 | +861 | -- |
| CAPSTONE INVESTMENT ADVISORS, LLC | 8.57K | Sep 30, 25 | +4.88K | -- |
| MACKENZIE FINANCIAL CORP | 8.53K | Sep 30, 25 | -5.70K | -- |
| BANK OF MONTREAL /CAN/ | 8.52K | Sep 30, 25 | -3.54K | -- |
| Kestra Advisory Services, LLC | 8.49K | Sep 30, 25 | -121 | -- |
| ALERUS FINANCIAL NA | 8.40K | Sep 30, 25 | +974 | -- |
| NorthRock Partners, LLC | 8.27K | Sep 30, 25 | -12 | -- |
| Cambridge Investment Research Advisors, Inc. | 8.14K | Sep 30, 25 | -- | -- |
| Quantinno Capital Management LP | 7.88K | Sep 30, 25 | +2.16K | -- |
| MML INVESTORS SERVICES, LLC | 7.78K | Sep 30, 25 | +409 | -- |
| SNS Financial Group, LLC | 7.46K | Sep 30, 25 | -- | -- |
| HSBC HOLDINGS PLC | 7.41K | Sep 30, 25 | +659 | -- |
| Amundi | 7.23K | Sep 30, 25 | +343 | -- |
| Colony Group, LLC | 7.02K | Sep 30, 25 | -1.03K | -- |
| Virtus ETF Advisers LLC | 6.85K | Sep 30, 25 | +6.85K | -- |
| Bridgewater Associates, LP | 6.41K | Sep 30, 25 | +6.41K | -- |
| FMR LLC | 6.36K | Sep 30, 25 | -69 | -- |
| EntryPoint Capital, LLC | 6.30K | Sep 30, 25 | +6.30K | -- |
| Inspire Investing, LLC | 6.30K | Sep 30, 25 | +6.30K | -- |
| BOKF, NA | 6.29K | Sep 30, 25 | -6 | -- |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6.17K | Sep 30, 25 | -20 | -- |
| Maryland State Retirement & Pension System | 6.02K | Sep 30, 25 | -6.29K | -- |
| Creative Planning | 6.01K | Sep 30, 25 | -981 | -- |
| SEI INVESTMENTS CO | 5.92K | Sep 30, 25 | -785 | -- |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 5.88K | Sep 30, 25 | +5.88K | -- |
| JONES FINANCIAL COMPANIES LLLP | 5.74K | Sep 30, 25 | -221 | -- |
| iSAM Funds (UK) Ltd | 5.69K | Sep 30, 25 | +3 | -- |
| Vident Advisory, LLC | 5.63K | Sep 30, 25 | -1.95K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 5.40K | Sep 30, 25 | -1.28K | -- |
| New Age Alpha Advisors, LLC | 5.28K | Sep 30, 25 | -147 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.09K | Sep 30, 25 | +50 | -- |
| XTX Topco Ltd | 5.08K | Sep 30, 25 | -5.50K | -- |
| Jackson Creek Investment Advisors LLC | 5.06K | Sep 30, 25 | +5.06K | -- |
| Ensign Peak Advisors, Inc | 5.06K | Sep 30, 25 | -5.50K | -- |
| Valtinson Bruner Financial Planning LLC | 4.94K | Sep 30, 25 | -- | -- |
| Cynosure Group, LLC | 4.91K | Sep 30, 25 | -- | -- |
| Private Advisor Group, LLC | 4.72K | Sep 30, 25 | +3 | -- |
| GUGGENHEIM CAPITAL LLC | 4.72K | Sep 30, 25 | +527 | -- |
| Alternative Investment Advisors, LLC. | 4.71K | Sep 30, 25 | +28 | -- |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4.69K | Sep 30, 25 | -689 | -- |
| Lido Advisors, LLC | 4.61K | Sep 30, 25 | +891 | -- |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 4.61K | Sep 30, 25 | -- | -- |
| QUADRANT CAPITAL GROUP LLC | 4.55K | Sep 30, 25 | +16 | -- |
| Modern Wealth Management, LLC | 4.48K | Sep 30, 25 | +1 | -- |
| Janney Montgomery Scott LLC | 4.48K | Sep 30, 25 | -- | -- |
| Y-Intercept (Hong Kong) Ltd | 4.37K | Sep 30, 25 | +4.37K | -- |
| Accredited Investors Inc. | 4.35K | Sep 30, 25 | +27 | -- |
| HARBOUR INVESTMENTS, INC. | 4.29K | Sep 30, 25 | +27 | -- |
| Independent Advisor Alliance | 4.25K | Sep 30, 25 | +20 | -- |
| Savant Capital, LLC | 3.95K | Sep 30, 25 | +210 | -- |
| FIRST CITIZENS BANK & TRUST CO | 3.80K | Sep 30, 25 | -255 | -- |
| Steward Partners Investment Advisory, LLC | 3.79K | Sep 30, 25 | -200 | -- |
| Envestnet Portfolio Solutions, Inc. | 3.66K | Sep 30, 25 | -255 | -- |
| MERCER GLOBAL ADVISORS INC /ADV | 3.42K | Sep 30, 25 | +466 | -- |
| STIFEL FINANCIAL CORP | 3.38K | Sep 30, 25 | -599 | -- |
| CAPTRUST FINANCIAL ADVISORS | 3.37K | Sep 30, 25 | +3.37K | -- |
| Ameritas Investment Partners, Inc. | 3.22K | Sep 30, 25 | -715 | -- |
| FOX RUN MANAGEMENT, L.L.C. | 3.03K | Sep 30, 25 | +3.03K | -- |
| XPONANCE, INC. | 3.00K | Sep 30, 25 | +33 | -- |
| Kovitz Investment Group Partners, LLC | 3.00K | Sep 30, 25 | +163 | -- |
| Vestcor Inc | 2.97K | Sep 30, 25 | -- | -- |
| CIBC Asset Management Inc | 2.83K | Sep 30, 25 | -- | -- |
| GW HENSSLER & ASSOCIATES LTD | 2.82K | Sep 30, 25 | +2.82K | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | 2.81K | Sep 30, 25 | +153 | -- |
| AIGEN INVESTMENT MANAGEMENT, LP | 2.80K | Sep 30, 25 | -786 | -- |
| Crossmark Global Holdings, Inc. | 2.77K | Sep 30, 25 | -330 | -- |
| Financiere des Professionnels - Fonds d,investissement inc. | 2.68K | Sep 30, 25 | +632 | -- |
| IHT Wealth Management, LLC | 2.62K | Sep 30, 25 | +12 | -- |
| Covestor Ltd | 2.36K | Sep 30, 25 | +545 | -- |
| ACADIAN ASSET MANAGEMENT LLC | 1.93K | Sep 30, 25 | +1.93K | -- |
| Tower Research Capital LLC (TRC) | 1.55K | Sep 30, 25 | -2.46K | -- |
| Advisory Services Network, LLC | 1.49K | Sep 30, 25 | +1.49K | -- |
| HM PAYSON & CO | 1.34K | Sep 30, 25 | +1.34K | -- |
| CIBC Private Wealth Group, LLC | 1.30K | Sep 30, 25 | -- | -- |
| Global Retirement Partners, LLC | 1.26K | Sep 30, 25 | -11 | -- |
| Allworth Financial LP | 1.22K | Sep 30, 25 | +17 | -- |
| High Note Wealth, LLC | 1.19K | Sep 30, 25 | -- | -- |
| HUSSMAN STRATEGIC ADVISORS, INC. | 1.00K | Sep 30, 25 | -- | -- |
| FIFTH THIRD BANCORP | 886 | Sep 30, 25 | +13 | -- |
| State of Wyoming | 820 | Sep 30, 25 | -1.37K | -- |
| STRS OHIO | 800 | Sep 30, 25 | -300 | -- |
| C M BIDWELL & ASSOCIATES LTD | 740 | Sep 30, 25 | -1 | -- |
| Costello Asset Management, INC | 723 | Sep 30, 25 | +1 | -- |
| SHELL ASSET MANAGEMENT CO | 676 | Sep 30, 25 | -1.06K | -- |
| Goodman Advisory Group, LLC | 667 | Sep 30, 25 | -- | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 661 | Sep 30, 25 | -- | -- |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 645 | Sep 30, 25 | +32 | -- |
| Rockefeller Capital Management L.P. | 629 | Sep 30, 25 | +629 | -- |
| Asset Planning,Inc | 500 | Sep 30, 25 | -- | -- |
| Cherry Tree Wealth Management, LLC | 454 | Sep 30, 25 | -- | -- |
| CHILTON CAPITAL MANAGEMENT LLC | 426 | Sep 30, 25 | -- | -- |
| MJT & Associates Financial Advisory Group, Inc. | 420 | Sep 30, 25 | -- | -- |
| SIMPLEX TRADING, LLC | 356 | Sep 30, 25 | +356 | -- |
| Quarry LP | 355 | Sep 30, 25 | -288 | -- |
| SRS Capital Advisors, Inc. | 353 | Sep 30, 25 | +297 | -- |
| HighMark Wealth Management LLC | 333 | Sep 30, 25 | +2 | -- |
| Vermillion Wealth Management, Inc. | 300 | Sep 30, 25 | -- | -- |
| BESSEMER GROUP INC | 273 | Sep 30, 25 | +121 | -- |
| Larson Financial Group LLC | 244 | Sep 30, 25 | +223 | -- |
| Hemington Wealth Management | 240 | Sep 30, 25 | +1 | -- |
| NOMURA ASSET MANAGEMENT CO LTD | 220 | Sep 30, 25 | -- | -- |
| HANTZ FINANCIAL SERVICES, INC. | 210 | Sep 30, 25 | +195 | -- |
| IAG Wealth Partners, LLC | 200 | Sep 30, 25 | -- | -- |
| EverSource Wealth Advisors, LLC | 164 | Sep 30, 25 | -52 | -- |
| Plante Moran Financial Advisors, LLC | 160 | Sep 30, 25 | -- | -- |
| UMB Bank, n.a. | 160 | Sep 30, 25 | +71 | -- |
| IFP Advisors, Inc | 153 | Sep 30, 25 | -188 | -- |
| MAI Capital Management | 140 | Sep 30, 25 | -25 | -- |
| Clearstead Advisors, LLC | 127 | Sep 30, 25 | +127 | -- |
| BOK Financial Private Wealth, Inc. | 106 | Sep 30, 25 | -- | -- |
| Smartleaf Asset Management LLC | 100 | Sep 30, 25 | +69 | -- |
| PRINCIPAL SECURITIES, INC. | 94 | Sep 30, 25 | -- | -- |
| Harvest Fund Management Co., Ltd | 90 | Sep 30, 25 | -- | -- |
| BROWN BROTHERS HARRIMAN & CO | 62 | Sep 30, 25 | -- | -- |
| ROTHSCHILD INVESTMENT LLC | 60 | Sep 30, 25 | -- | -- |
| Root Financial Partners, LLC | 56 | Sep 30, 25 | +56 | -- |
| Bell Investment Advisors, Inc | 51 | Sep 30, 25 | -5 | -- |
| Bare Financial Services, Inc | 50 | Sep 30, 25 | +26 | -- |
| Ancora Advisors, LLC | 38 | Sep 30, 25 | -29 | -- |
| Wealthspire Advisors, LLC | 35 | Sep 30, 25 | +35 | -- |
| Parkside Financial Bank & Trust | 33 | Sep 30, 25 | -- | -- |
| FARMERS & MERCHANTS INVESTMENTS INC | 28 | Sep 30, 25 | -- | -- |
| Caitlin John, LLC | 24 | Sep 30, 25 | +24 | -- |
| Measured Wealth Private Client Group, LLC | 19 | Sep 30, 25 | +19 | -- |
| SouthState Corp | 17 | Sep 30, 25 | -- | -- |
| PICTON MAHONEY ASSET MANAGEMENT | 15 | Sep 30, 25 | -- | -- |
| Glen Eagle Advisors, LLC | 11 | Sep 30, 25 | -- | -- |
| SBI Securities Co., Ltd. | 10 | Sep 30, 25 | -- | -- |
| Clearstead Trust, LLC | 8 | Sep 30, 25 | -- | -- |
| Parallel Advisors, LLC | 6 | Sep 30, 25 | +6 | -- |
| Sunbelt Securities, Inc. | 5 | Sep 30, 25 | +5 | -- |
| HUNTINGTON NATIONAL BANK | 3 | Sep 30, 25 | -- | -- |
| Manchester Capital Management LLC | 3 | Sep 30, 25 | -- | -- |
| Bay Harbor Wealth Management, LLC | 2 | Sep 30, 25 | -- | -- |
| HFM Investment Advisors, LLC | 2 | Sep 30, 25 | -1 | -- |
| TWINBEECH CAPITAL LP | -- | Sep 30, 25 | -12.59K | -- |
| BI Asset Management Fondsmaeglerselskab A/S | -- | Sep 30, 25 | -689 | -- |
| OCCUDO QUANTITATIVE STRATEGIES LP | -- | Sep 30, 25 | -4.67K | -- |
| Weiss Asset Management LP | -- | Sep 30, 25 | -13.80K | -- |
| ExodusPoint Capital Management, LP | -- | Sep 30, 25 | -37.70K | -- |
| Aster Capital Management (DIFC) Ltd | -- | Sep 30, 25 | -3.82K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Sep 30, 25 | -49.15K | -- |
| Quadrature Capital Ltd | -- | Sep 30, 25 | -2.85K | -- |
| Optiver Holding B.V. | -- | Sep 30, 25 | -37 | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Sep 30, 25 | -41 | -- |
| Toroso Investments, LLC | -- | Sep 30, 25 | -2.99K | -- |
| Bellwether Advisors, LLC | -- | Sep 30, 25 | -25 | -- |
| Engineers Gate Manager LP | -- | Sep 30, 25 | -3.64K | -- |
| Ethic Inc. | -- | Sep 30, 25 | -2.76K | -- |
| Holocene Advisors, LP | -- | Sep 30, 25 | -6.60K | -- |
| Point72 Asset Management, L.P. | -- | Sep 30, 25 | -4.36K | -- |
| FULLER & THALER ASSET MANAGEMENT, INC. | -- | Sep 30, 25 | -263 | -- |
| Jain Global LLC | -- | Sep 30, 25 | -3.51K | -- |
| Mount Yale Investment Advisors, LLC | -- | Sep 30, 25 | -1.82K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Sep 30, 25 | -21 | -- |
| Farringdon Capital, Ltd. | -- | Sep 30, 25 | -3.18K | -- |
| Brevan Howard Capital Management LP | -- | Sep 30, 25 | -4.63K | -- |
| Centiva Capital, LP | -- | Sep 30, 25 | -3.84K | -- |
| Point72 (DIFC) Ltd | -- | Sep 30, 25 | -1.78K | -- |
| Ameritas Advisory Services, LLC | -- | Sep 30, 25 | -150 | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -26 | -- |
| Point72 Asia (Singapore) Pte. Ltd. | -- | Sep 30, 25 | -1.59K | -- |
| CLEAR STREET MARKETS LLC | -- | Sep 30, 25 | -415 | -- |
| TEXAS PERMANENT SCHOOL FUND CORP | -- | Sep 30, 25 | -70.90K | -- |
| Nebula Research & Development LLC | 18.76K | Jun 30, 25 | -7.33K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 7.23K | Jun 30, 25 | +264 | -- |
| Congress Wealth Management LLC / DE / | 6.13K | Jun 30, 25 | +3.03K | -- |
| CIBC WORLD MARKETS CORP | 4.75K | Jun 30, 25 | -4.43K | -- |
| First Horizon Advisors, Inc. | 28 | Jun 30, 25 | +28 | -- |
| Parkworth Wealth Management, Inc. | 1 | Jun 30, 25 | -- | -- |
| Bremer Bank National Association | 8.38K | Mar 31, 25 | -- | -- |
| Lindbrook Capital, LLC | 46 | Mar 31, 25 | +6 | -- |
| Nuveen Asset Management, LLC | 164.40K | Dec 31, 24 | -118.69K | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -456 | -- |
| Raymond James Financial Services Advisors, Inc. | 18.87K | Sep 30, 24 | -65 | -- |
| RAYMOND JAMES & ASSOCIATES | 15.61K | Sep 30, 24 | +17 | -- |
| nVerses Capital, LLC | 4.60K | Sep 30, 24 | +4.50K | -- |
| BlackRock Inc. | 6.50M | Jun 30, 24 | -21.17K | -- |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2.33K | Jun 30, 24 | -- | -- |
| ICA Group Wealth Management, LLC | 1.07K | Jun 30, 24 | -4.27K | -- |
| JANICZEK WEALTH MANAGEMENT, LLC | 314 | Jun 30, 24 | +290 | -- |
| CREDIT SUISSE AG/ | 25.24K | Mar 31, 24 | +693 | -- |
| Cetera Advisor Networks LLC | 3.98K | Mar 31, 24 | -77 | -- |
| Cetera Advisors LLC | 3.13K | Mar 31, 24 | +3.13K | -- |
| FOCUS FINANCIAL NETWORK INC /ADV | 19.23K | Dec 31, 23 | +19.23K | -- |
| PUTNAM INVESTMENTS LLC | 4.74K | Dec 31, 23 | -140 | -- |
| Point72 Middle East FZE | -- | Dec 31, 23 | -9.43K | -- |
| LEWIS CAPITAL MANAGEMENT, LLC | 5.45K | Sep 30, 23 | -- | -- |
| Johnson Midwest Financial, LLC | 4.48K | Sep 30, 23 | -- | -- |
| Steward Financial Group LLC | 25 | Sep 30, 23 | +25 | -- |
| Vident Investment Advisory, LLC | 21.80K | Jun 30, 23 | +858 | -- |
| PICTET ASSET MANAGEMENT SA | 5.82K | Jun 30, 23 | -273 | -- |
| BerganKDV Wealth Management, LLC | 1.09K | Jun 30, 23 | +1 | -- |
| First Capital Advisors Group, LLC. | 10 | Jun 30, 23 | +10 | -- |
| Zebra Capital Management LLC | 7.75K | Mar 31, 23 | -2.98K | -- |
| Corient Capital Partners, LLC | 3.67K | Sep 30, 22 | -- | -- |
| Strategic Asset Management, LLC | 208 | Sep 30, 22 | +1 | -- |
| WIPFLI FINANCIAL ADVISORS LLC, | 83 | Sep 30, 22 | +83 | -- |
| American Portfolios Advisors | 68 | Sep 30, 22 | -- | -- |
| Fieldpoint Private Securities, LLC | 60 | Jun 30, 22 | +60 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 140.29K | Mar 31, 22 | +258 | -- |
| IndexIQ Advisors LLC | 6.46K | Mar 31, 22 | -2.69K | -- |
| O'Shares Investment Advisers, LLC | 5.81K | Mar 31, 22 | +310 | -- |
| Amalgamated Financial Corp. | 5.13K | Mar 31, 22 | +5.13K | -- |
| Dixon Hughes Goodman Wealth Advisors LLC | 1.04K | Mar 31, 22 | -- | -- |
| Investors Financial Group, LLC | 2.82K | Dec 31, 21 | +2.82K | -- |
| Carroll Financial Associates, Inc. | 1.62K | Dec 31, 21 | +1.62K | -- |
| SYMONS CAPITAL MANAGEMENT INC | 8.70K | Sep 30, 21 | -366 | -- |
| Berman Capital Advisors, LLC | 181 | Sep 30, 21 | +122 | -- |
| QS Investors, LLC | 6.10K | Jun 30, 21 | -- | -- |
| Aperio Group, LLC | 6.61K | Dec 31, 20 | -407 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.60K | Dec 31, 19 | -1.01K | -- |
| Advisor Group, Inc. | 8.92K | Dec 31, 19 | -2.32K | -- |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 150 | Sep 30, 19 | -- | -- |
| MENTA CAPITAL LLC | -- | Jun 30, 19 | -4.44K | -- |
| TEACHERS ADVISORS, LLC | 281.16K | Mar 31, 19 | -59.49K | -- |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 74.45K | Mar 31, 19 | -2.93K | -- |
| BREMER TRUST NATIONAL ASSOCIATION | 6.46K | Dec 31, 18 | +6.46K | -- |
| Financial Gravity Companies, Inc. | 6 | Dec 31, 18 | +6 | -- |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -466 | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -7.61K | -- |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -16.07K | -- |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -1.06K | -- |
| AMERICAFIRST CAPITAL MANAGEMENT, LLC | -- | Sep 30, 17 | -33.34K | -- |
| Commonwealth Equity Services, Inc | 50.24K | Jun 30, 17 | +1.71K | -- |
| AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 33.34K | Jun 30, 17 | +33.34K | -- |
| WFG Advisors, LP | 561 | Jun 30, 17 | +530 | -- |
| BlackRock Fund Advisors | 1.23M | Dec 31, 16 | +253.45K | -- |
| BlackRock Institutional Trust Company, N.A. | 1.03M | Dec 31, 16 | +31.96K | -- |
| BlackRock Investment Management, LLC | 155.92K | Dec 31, 16 | -2.16K | -- |
| HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 36.78K | Dec 31, 16 | -60 | -- |
| BlackRock Group LTD | 32.71K | Dec 31, 16 | +1.62K | -- |
| BLACKROCK ADVISORS LLC | 20.28K | Dec 31, 16 | +369 | -- |
| MSI Financial Services Inc | 1.64K | Dec 31, 16 | +6 | -- |
| ANALYTIC INVESTORS, LLC | 9.78K | Sep 30, 16 | +9.78K | -- |
| Emerald Acquisition Ltd. | 4.53K | Sep 30, 16 | -564 | -- |
| RUSSELL FRANK CO/ | 5.10K | Mar 31, 16 | -- | -- |
| Aris Wealth Services, Inc. | -- | Sep 30, 15 | -1.18K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 12.75K | Jun 30, 15 | -1.98K | -- |
| Gary Goldberg Planning Services Inc | 413 | Dec 31, 14 | +4 | -- |
| QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 141.75K | Sep 30, 14 | +230 | -- |
| UBS AG | 25.25K | Sep 30, 14 | -2.03K | -- |
| Irish Life Investment Managers Ltd. | 1.64K | Jun 30, 13 | -- | -- |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 16.78K | Mar 31, 13 | -206 | -- |
| Manulife Investment Management (North America) Ltd | 10.29K | Mar 31, 13 | +12 | -- |
| First Allied Securities, Inc. | 608 | Jun 30, 12 | -298 | -- |
| CASCADE INVESTMENT, L.L.C. | 3.41M | Mar 31, 09 | -- | -- |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | 6.34K | Jun 30, 08 | -6.63K | -- |
| MERCANTILE BANKSHARES CORP | 24.80K | Dec 31, 06 | +24.80K | -- |