PHG(PHG)
PHG
Institutional Ownership
Top 560 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Mondrian Investment Partners LTD | 8.07M | Jun 30, 26 | +270.41K | 0.83% |
| DIMENSIONAL FUND ADVISORS LP | 4.34M | Jun 30, 26 | -43.16K | 0.44% |
| FIDUCIARY MANAGEMENT INC /WI/ | 3.46M | Jun 30, 26 | -1.52M | 0.35% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 3.06M | Jun 30, 26 | +605.77K | 0.31% |
| MORGAN STANLEY | 2.94M | Jun 30, 26 | +159.46K | 0.30% |
| FMR LLC | 2.65M | Jun 30, 26 | -69.78K | 0.27% |
| BRANDES INVESTMENT PARTNERS, LP | 2.21M | Jun 30, 26 | +221.33K | 0.23% |
| NORTHERN TRUST CORP | 2.09M | Jun 30, 26 | +18.73K | 0.21% |
| BlackRock, Inc. | 2.00M | Jun 30, 26 | +537.73K | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 1.30M | Jun 30, 26 | +25.68K | 0.13% |
| UBS ASSET MANAGEMENT AMERICAS INC | 944.31K | Jun 30, 26 | -32.93K | 0.10% |
| GOLDMAN SACHS GROUP INC | 911.85K | Jun 30, 26 | -161.89K | 0.09% |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 859.38K | Jun 30, 26 | +344.37K | 0.09% |
| BECKER CAPITAL MANAGEMENT INC | 858.79K | Jun 30, 26 | -5.02K | 0.09% |
| BANK OF AMERICA CORP /DE/ | 800.35K | Jun 30, 26 | +100.21K | 0.08% |
| UBS Group AG | 686.08K | Jun 30, 26 | +152.28K | 0.07% |
| Quantinno Capital Management LP | 575.64K | Jun 30, 26 | +183.43K | 0.06% |
| Connor, Clark & Lunn Investment Management Ltd. | 563.72K | Jun 30, 26 | +542.51K | 0.06% |
| SEI INVESTMENTS CO | 546.31K | Jun 30, 26 | +59.37K | 0.06% |
| ROYAL BANK OF CANADA | 540.67K | Jun 30, 26 | +45.36K | 0.06% |
| Pathstone Holdings, LLC | 440.17K | Jun 30, 26 | +37.20K | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 418.13K | Jun 30, 26 | +7.06K | 0.04% |
| Toroso Investments, LLC | 401.64K | Jun 30, 26 | +63.87K | 0.04% |
| WELLS FARGO & COMPANY/MN | 390.51K | Jun 30, 26 | +8.76K | 0.04% |
| Russell Investments Group, Ltd. | 346.53K | Jun 30, 26 | +7.81K | 0.04% |
| AMERICAN CENTURY COMPANIES INC | 291.03K | Jun 30, 26 | -19.79K | 0.03% |
| JANE STREET GROUP, LLC | 264.49K | Jun 30, 26 | +134.03K | 0.03% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 238.23K | Jun 30, 26 | +15.92K | 0.02% |
| ABC ARBITRAGE SA | 237.27K | Jun 30, 26 | +237.27K | 0.02% |
| JPMORGAN CHASE & CO | 236.74K | Jun 30, 26 | -5.69K | 0.02% |
| Vestmark Advisory Solutions, Inc. | 203.21K | Jun 30, 26 | -52.17K | 0.02% |
| Optiver Holding B.V. | 192.11K | Jun 30, 26 | +176.43K | 0.02% |
| OLD MISSION CAPITAL LLC | 189.89K | Jun 30, 26 | +189.89K | 0.02% |
| HRT FINANCIAL LP | 187.94K | Jun 30, 26 | +127.88K | 0.02% |
| Inlet Private Wealth, LLC | 185.29K | Jun 30, 26 | +1.68K | 0.02% |
| Tower Research Capital LLC (TRC) | 172.78K | Jun 30, 26 | +171.85K | 0.02% |
| US BANCORP \DE\ | 160.16K | Jun 30, 26 | +994 | 0.02% |
| Timber Creek Capital Management LLC | 157.38K | Jun 30, 26 | +26.61K | 0.02% |
| CITADEL ADVISORS LLC | 154.78K | Jun 30, 26 | -83.36K | 0.02% |
| STIFEL FINANCIAL CORP | 145.03K | Jun 30, 26 | -64.52K | 0.01% |
| Cerity Partners LLC | 140.45K | Jun 30, 26 | +19.57K | 0.01% |
| Sixth Street Partners Management Company, L.P. | 140.24K | Jun 30, 26 | +140.24K | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 140.24K | Jun 30, 26 | -25.97K | 0.01% |
| Callan Family Office, LLC | 139.09K | Jun 30, 26 | +1.86K | 0.01% |
| BANK OF MONTREAL /CAN/ | 136.34K | Jun 30, 26 | +67.23K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 130.71K | Jun 30, 26 | +27.29K | 0.01% |
| LPL Financial LLC | 129.16K | Jun 30, 26 | -50.51K | 0.01% |
| NATIXIS ADVISORS, L.P. | 124.48K | Jun 30, 26 | -117 | 0.01% |
| Transmarket Holdings LP | 122.35K | Jun 30, 26 | +122.35K | 0.01% |
| Schonfeld Strategic Advisors LLC | 121.46K | Jun 30, 26 | +121.46K | 0.01% |
| Midwest Trust Co | 113.25K | Jun 30, 26 | -2.67K | 0.01% |
| Beverly Hills Private Wealth, LLC | 111.18K | Jun 30, 26 | +12.21K | 0.01% |
| NewEdge Wealth, LLC | 110.18K | Jun 30, 26 | +8.20K | 0.01% |
| Bank of New York Mellon Corp | 108.67K | Jun 30, 26 | +6.70K | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 108.42K | Jun 30, 26 | +6.35K | 0.01% |
| Crossmark Global Holdings, Inc. | 105.69K | Jun 30, 26 | -56 | 0.01% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 104.73K | Jun 30, 26 | -7.89K | 0.01% |
| Bank of New Hampshire | 101.20K | Jun 30, 26 | +2.40K | 0.01% |
| Creative Planning | 100.66K | Jun 30, 26 | +12.34K | 0.01% |
| Mariner, LLC | 87.85K | Jun 30, 26 | +19.47K | 0.01% |
| Point72 Asset Management, L.P. | 87.03K | Jun 30, 26 | -73.28K | 0.01% |
| BONNESS ENTERPRISES INC | 86.96K | Jun 30, 26 | -- | 0.01% |
| Carmel Capital Partners, LLC | 85.13K | Jun 30, 26 | -29.80K | 0.01% |
| LAIRD NORTON TRUST COMPANY, LLC | 83.55K | Jun 30, 26 | +23.03K | 0.01% |
| Cetera Investment Advisers | 82.11K | Jun 30, 26 | -3.17K | 0.01% |
| Legacy Wealth Asset Management, LLC | 81.72K | Jun 30, 26 | +9.94K | 0.01% |
| Integrated Quantitative Investments LLC | 77.82K | Jun 30, 26 | +77.82K | 0.01% |
| Kestra Advisory Services, LLC | 77.23K | Jun 30, 26 | +7.01K | 0.01% |
| MANNING & NAPIER ADVISORS LLC | 76.60K | Jun 30, 26 | +76.57K | 0.01% |
| Nuveen, LLC | 75.76K | Jun 30, 26 | +75.76K | 0.01% |
| Rockefeller Capital Management L.P. | 74.13K | Jun 30, 26 | +3.07K | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 70.97K | Jun 30, 26 | +70.97K | 0.01% |
| Summit Trail Advisors, LLC | 70.50K | Jun 30, 26 | -169 | 0.01% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 68.82K | Jun 30, 26 | +642 | 0.01% |
| Benin Management CORP | 68.40K | Jun 30, 26 | +2.45K | 0.01% |
| STATE STREET CORP | 68.22K | Jun 30, 26 | +34.14K | 0.01% |
| CLOVERFIELDS CAPITAL GROUP, LP | 66.97K | Jun 30, 26 | -3.97K | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 66.96K | Jun 30, 26 | +10.04K | 0.01% |
| Colony Group, LLC | 64.91K | Jun 30, 26 | -24.08K | 0.01% |
| Artisan Partners Limited Partnership | 61.66K | Jun 30, 26 | -60.85K | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 61.60K | Jun 30, 26 | -3.46K | 0.01% |
| FIRST TRUST ADVISORS LP | 60.03K | Jun 30, 26 | +897 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 59.34K | Jun 30, 26 | +359 | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 57.74K | Jun 30, 26 | +6.95K | 0.01% |
| Catalytic Wealth RIA, LLC | 56.37K | Jun 30, 26 | +9.35K | 0.01% |
| GeoWealth Management, LLC | 56.35K | Jun 30, 26 | +8.57K | 0.01% |
| SYON CAPITAL LLC | 52.51K | Jun 30, 26 | -496 | 0.01% |
| Ethic Inc. | 52.27K | Jun 30, 26 | +3.95K | 0.01% |
| Abacus Wealth Partners, LLC | 52.03K | Jun 30, 26 | +21.78K | 0.01% |
| CI Private Wealth, LLC | 50.66K | Jun 30, 26 | +3.12K | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 48.94K | Jun 30, 26 | +25.27K | 0.01% |
| PZENA INVESTMENT MANAGEMENT LLC | 48.24K | Jun 30, 26 | +6.60K | 0.00% |
| HighTower Advisors, LLC | 48.00K | Jun 30, 26 | +2.61K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 46.65K | Jun 30, 26 | +3.07K | 0.00% |
| AMERIPRISE FINANCIAL INC | 46.09K | Jun 30, 26 | -391 | 0.00% |
| Brinker Capital Investments, LLC | 45.41K | Jun 30, 26 | +15.46K | 0.00% |
| Concurrent Investment Advisors, LLC | 43.73K | Jun 30, 26 | +9.26K | 0.00% |
| Vident Advisory, LLC | 42.73K | Jun 30, 26 | +5.58K | 0.00% |
| Baird Financial Group, Inc. | 42.67K | Jun 30, 26 | +42.67K | 0.00% |
| Promethos Capital, LLC | 41.24K | Jun 30, 26 | +41.24K | 0.00% |
| RHUMBLINE ADVISERS | 40.83K | Jun 30, 26 | +5.46K | 0.00% |
| Vanguard Personalized Indexing Management, LLC | 40.15K | Jun 30, 26 | -549 | 0.00% |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 39.52K | Jun 30, 26 | +1.41K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 39.02K | Jun 30, 26 | -9.10K | 0.00% |
| GABELLI FUNDS LLC | 38.95K | Jun 30, 26 | -- | 0.00% |
| MML INVESTORS SERVICES, LLC | 36.52K | Jun 30, 26 | +9.54K | 0.00% |
| Sterling Capital Management LLC | 35.79K | Jun 30, 26 | +2.43K | 0.00% |
| IEQ CAPITAL, LLC | 33.81K | Jun 30, 26 | +12.71K | 0.00% |
| Merit Financial Group, LLC | 33.36K | Jun 30, 26 | +7.79K | 0.00% |
| Sanctuary Advisors, LLC | 33.30K | Jun 30, 26 | +2.60K | 0.00% |
| SG Americas Securities, LLC | 32.72K | Jun 30, 26 | -39.44K | 0.00% |
| Campbell & CO Investment Adviser LLC | 32.66K | Jun 30, 26 | +32.66K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32.42K | Jun 30, 26 | +208 | 0.00% |
| SIGNATUREFD, LLC | 31.36K | Jun 30, 26 | +5.34K | 0.00% |
| XTX Topco Ltd | 30.95K | Jun 30, 26 | +6.98K | 0.00% |
| Vise Technologies, Inc. | 30.82K | Jun 30, 26 | +12.19K | 0.00% |
| Atria Investments, Inc | 30.56K | Jun 30, 26 | +6.83K | 0.00% |
| CIBC WORLD MARKET INC. | 30.21K | Jun 30, 26 | -335.39K | 0.00% |
| GAMMA Investing LLC | 29.76K | Jun 30, 26 | +12.21K | 0.00% |
| BROWN ADVISORY INC | 28.98K | Jun 30, 26 | -7.47K | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 28.26K | Jun 30, 26 | +1.21K | 0.00% |
| M&T BANK CORP | 27.90K | Jun 30, 26 | +14.33K | 0.00% |
| PARK AVENUE SECURITIES LLC | 27.51K | Jun 30, 26 | -2.50K | 0.00% |
| EARNEST PARTNERS LLC | 26.89K | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 26.78K | Jun 30, 26 | -157.68K | 0.00% |
| DRW Securities, LLC | 26.42K | Jun 30, 26 | +26.42K | 0.00% |
| Walleye Capital LLC | 25.90K | Jun 30, 26 | +25.90K | 0.00% |
| Ballentine Partners, LLC | 25.87K | Jun 30, 26 | +8.19K | 0.00% |
| Riverview Capital Advisers, LLC | 25.41K | Jun 30, 26 | +909 | 0.00% |
| Federation des caisses Desjardins du Quebec | 25.01K | Jun 30, 26 | +2.11K | 0.00% |
| Harrington Investments, INC | 24.06K | Jun 30, 26 | +654 | 0.00% |
| GREENLEAF TRUST | 23.58K | Jun 30, 26 | +23.58K | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 23.15K | Jun 30, 26 | +1.70K | 0.00% |
| Sequoia Financial Advisors, LLC | 23.06K | Jun 30, 26 | -8.06K | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.90K | Jun 30, 26 | -2.02K | 0.00% |
| GLENMEDE TRUST CO NA | 21.79K | Jun 30, 26 | -1.63K | 0.00% |
| SRS Capital Advisors, Inc. | 21.70K | Jun 30, 26 | +16.09K | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 21.45K | Jun 30, 26 | +4.27K | 0.00% |
| NBC SECURITIES, INC. | 21.27K | Jun 30, 26 | +655 | 0.00% |
| CHOREO, LLC | 20.45K | Jun 30, 26 | +2.18K | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 20.34K | Jun 30, 26 | +142 | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 20.27K | Jun 30, 26 | +3.26K | 0.00% |
| Neuberger Berman Group LLC | 20.16K | Jun 30, 26 | -2.14K | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 19.05K | Jun 30, 26 | +646 | 0.00% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 19.04K | Jun 30, 26 | -34.91K | 0.00% |
| HB Wealth Management, LLC | 18.39K | Jun 30, 26 | +1.53K | 0.00% |
| TODD ASSET MANAGEMENT LLC | 18.36K | Jun 30, 26 | -3.67K | 0.00% |
| XY Capital Ltd | 18.23K | Jun 30, 26 | +18.23K | 0.00% |
| Venturi Wealth Management, LLC | 18.01K | Jun 30, 26 | +18.01K | 0.00% |
| Riverwater Partners LLC | 17.90K | Jun 30, 26 | +640 | 0.00% |
| ROOF EIDAM & MAYCOCK/ADV | 17.80K | Jun 30, 26 | +635 | 0.00% |
| FRANKLIN RESOURCES INC | 17.71K | Jun 30, 26 | +2.27K | 0.00% |
| GTS SECURITIES LLC | 17.34K | Jun 30, 26 | +17.34K | 0.00% |
| INTRUST BANK NA | 17.09K | Jun 30, 26 | -1.78K | 0.00% |
| DIVERSIFIED MANAGEMENT INC | 17.05K | Jun 30, 26 | -66.66K | 0.00% |
| Aaron Wealth Advisors LLC | 16.84K | Jun 30, 26 | +1.79K | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 16.71K | Jun 30, 26 | -535.47K | 0.00% |
| Versant Capital Management, Inc | 15.11K | Jun 30, 26 | +2.48K | 0.00% |
| Savant Capital, LLC | 14.97K | Jun 30, 26 | +1.09K | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 14.91K | Jun 30, 26 | +490 | 0.00% |
| Smartleaf Asset Management LLC | 14.84K | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 14.64K | Jun 30, 26 | +14.64K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 14.00K | Jun 30, 26 | +1.07K | 0.00% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13.92K | Jun 30, 26 | +13.92K | 0.00% |
| CITIGROUP INC | 13.86K | Jun 30, 26 | +8.68K | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13.65K | Jun 30, 26 | +531 | 0.00% |
| Apollon Wealth Management, LLC | 13.19K | Jun 30, 26 | +573 | 0.00% |
| FIRST FOUNDATION ADVISORS | 13.15K | Jun 30, 26 | -31.20K | 0.00% |
| London & Capital Asset Management Ltd | 12.93K | Jun 30, 26 | -330 | 0.00% |
| Cetera Trust Company, N.A | 12.91K | Jun 30, 26 | +120 | 0.00% |
| HOLDERNESS INVESTMENTS CO | 12.73K | Jun 30, 26 | +447 | 0.00% |
| Gallacher Capital Management LLC | 12.69K | Jun 30, 26 | -1.42K | 0.00% |
| Legacy Capital Group California, Inc. | 12.64K | Jun 30, 26 | -323 | 0.00% |
| CAPITAL FUND MANAGEMENT S.A. | 12.54K | Jun 30, 26 | -9.61K | 0.00% |
| DV EQUITIES, LLC | 12.27K | Jun 30, 26 | +12.27K | 0.00% |
| Dorsey & Whitney Trust CO LLC | 12.24K | Jun 30, 26 | +1.24K | 0.00% |
| Bleakley Financial Group, LLC | 11.83K | Jun 30, 26 | +1.58K | 0.00% |
| KITCHING PARTNERS, LLC | 11.68K | Jun 30, 26 | +418 | 0.00% |
| Rehmann Capital Advisory Group | 11.64K | Jun 30, 26 | +1.17K | 0.00% |
| Caprock Group, LLC | 11.55K | Jun 30, 26 | +1.27K | 0.00% |
| PERSONAL CFO SOLUTIONS, LLC | 11.40K | Jun 30, 26 | +414 | 0.00% |
| Qtron Investments LLC | 11.21K | Jun 30, 26 | +11.21K | 0.00% |
| Beacon Pointe Advisors, LLC | 11.16K | Jun 30, 26 | -7.02K | 0.00% |
| Allspring Global Investments Holdings, LLC | 10.66K | Jun 30, 26 | +743 | 0.00% |
| NICOLET BANKSHARES INC | 10.57K | Jun 30, 26 | +299 | 0.00% |
| Net Worth Advisory Group | 10.44K | Jun 30, 26 | +147 | 0.00% |
| MQS Management LLC | 10.40K | Jun 30, 26 | +10.40K | 0.00% |
| FRANKLIN STREET ADVISORS INC /NC | 9.89K | Jun 30, 26 | -- | 0.00% |
| CIBC Bancorp USA Inc. | 9.79K | Jun 30, 26 | +9.79K | 0.00% |
| Ironsides Asset Advisors, LLC | 9.66K | Jun 30, 26 | +343 | 0.00% |
| Foster Group, Inc. | 9.60K | Jun 30, 26 | +182 | 0.00% |
| Root Financial Partners, LLC | 9.50K | Jun 30, 26 | +6.47K | 0.00% |
| Joel Isaacson & Co., LLC | 9.42K | Jun 30, 26 | +336 | 0.00% |
| Dynasty Wealth Management, LLC | 9.32K | Jun 30, 26 | -1.57K | 0.00% |
| TRUIST FINANCIAL CORP | 9.29K | Jun 30, 26 | +6 | 0.00% |
| Trust Point Inc. | 9.24K | Jun 30, 26 | +864 | 0.00% |
| OLD NATIONAL BANCORP /IN/ | 9.19K | Jun 30, 26 | +9.19K | 0.00% |
| Facet Wealth, Inc. | 9.19K | Jun 30, 26 | +139 | 0.00% |
| One Capital Management, LLC | 9.17K | Jun 30, 26 | -- | 0.00% |
| Avise Financial Cooperative, Inc. | 9.11K | Jun 30, 26 | +883 | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 9.05K | Jun 30, 26 | +1.17K | 0.00% |
| Atomi Financial Group, Inc. | 9.03K | Jun 30, 26 | +24 | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 8.97K | Jun 30, 26 | +508 | 0.00% |
| Dunhill Financial, LLC | 8.96K | Jun 30, 26 | +320 | 0.00% |
| May Hill Capital, LLC | 8.32K | Jun 30, 26 | +229 | 0.00% |
| Waverly Advisors, LLC | 8.25K | Jun 30, 26 | -311 | 0.00% |
| OneAscent Financial Services LLC | 8.10K | Jun 30, 26 | +276 | 0.00% |
| ASSETMARK, INC | 8.06K | Jun 30, 26 | -9.20K | 0.00% |
| BetterWealth, LLC | 8.04K | Jun 30, 26 | +287 | 0.00% |
| Parallel Advisors, LLC | 8.03K | Jun 30, 26 | +3.24K | 0.00% |
| Bridgewater Advisors Inc. | 7.94K | Jun 30, 26 | +7.94K | 0.00% |
| Well Done, LLC | 7.88K | Jun 30, 26 | +280 | 0.00% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7.87K | Jun 30, 26 | -4.06K | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 7.78K | Jun 30, 26 | -80 | 0.00% |
| Ellevest, Inc. | 7.69K | Jun 30, 26 | +293 | 0.00% |
| Main Street Research LLC | 7.66K | Jun 30, 26 | +235 | 0.00% |
| Lido Advisors, LLC | 7.63K | Jun 30, 26 | -1.62K | 0.00% |
| Bridgefront Capital, LLC | 7.59K | Jun 30, 26 | +7.59K | 0.00% |
| Bulltick Wealth Management, LLC | 7.58K | Jun 30, 26 | +271 | 0.00% |
| Buckingham Strategic Partners | 7.50K | Jun 30, 26 | +7.50K | 0.00% |
| MAI Capital Management | 7.43K | Jun 30, 26 | +5.12K | 0.00% |
| Private Advisory Group LLC | 7.42K | Jun 30, 26 | +7.42K | 0.00% |
| Allworth Financial LP | 7.33K | Jun 30, 26 | +245 | 0.00% |
| Investors Research Corp | 7.18K | Jun 30, 26 | +257 | 0.00% |
| EverSource Wealth Advisors, LLC | 6.47K | Jun 30, 26 | -4.27K | 0.00% |
| Farther Finance Advisors, LLC | 5.94K | Jun 30, 26 | +263 | 0.00% |
| Caitong International Asset Management Co., Ltd | 5.82K | Jun 30, 26 | +5.82K | 0.00% |
| Atlantic Union Bankshares Corp | 5.53K | Jun 30, 26 | +21 | 0.00% |
| Firsthand Capital Management, Inc. | 5.15K | Jun 30, 26 | +184 | 0.00% |
| SIMPLEX TRADING, LLC | 4.72K | Jun 30, 26 | +4.72K | 0.00% |
| Corient IA LLC | 4.65K | Jun 30, 26 | -7.24K | 0.00% |
| Advisors Asset Management, Inc. | 4.03K | Jun 30, 26 | +4.03K | 0.00% |
| Ronald Blue Trust, Inc. | 3.80K | Jun 30, 26 | -48 | 0.00% |
| BESSEMER GROUP INC | 3.32K | Jun 30, 26 | +561 | 0.00% |
| Cromwell Holdings LLC | 3.31K | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 3.06K | Jun 30, 26 | +511 | 0.00% |
| Davis Capital Management | 2.59K | Jun 30, 26 | +2.59K | 0.00% |
| Hanson & Doremus Investment Management | 2.51K | Jun 30, 26 | +89 | 0.00% |
| Millstone Evans Group, LLC | 2.45K | Jun 30, 26 | +86 | 0.00% |
| Clearstead Advisors, LLC | 2.32K | Jun 30, 26 | +1.80K | 0.00% |
| Fairscale Capital, LLC | 2.25K | Jun 30, 26 | +80 | 0.00% |
| Hilton Head Capital Partners, LLC | 2.14K | Jun 30, 26 | +75 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 2.08K | Jun 30, 26 | -2.04K | 0.00% |
| IFP Advisors, Inc | 1.82K | Jun 30, 26 | +16 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1.78K | Jun 30, 26 | +195 | 0.00% |
| SITTNER & NELSON, LLC | 1.75K | Jun 30, 26 | +62 | 0.00% |
| Prestige Wealth Management Group LLC | 1.75K | Jun 30, 26 | +62 | 0.00% |
| Integrated Wealth Concepts LLC | 1.71K | Jun 30, 26 | +1.71K | 0.00% |
| Basecamp Wealth Advisors LLC | 1.62K | Jun 30, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 1.54K | Jun 30, 26 | +55 | 0.00% |
| First Command Advisory Services, Inc. | 1.50K | Jun 30, 26 | +526 | 0.00% |
| Larson Financial Group LLC | 1.31K | Jun 30, 26 | +265 | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 1.29K | Jun 30, 26 | +46 | 0.00% |
| ESL Trust Services, LLC | 1.24K | Jun 30, 26 | +44 | 0.00% |
| Osbon Capital Management LLC | 1.07K | Jun 30, 26 | -- | 0.00% |
| WPG Advisers, LLC | 996 | Jun 30, 26 | +362 | 0.00% |
| SOA Wealth Advisors, LLC. | 954 | Jun 30, 26 | +34 | 0.00% |
| Steward Partners Investment Advisory, LLC | 858 | Jun 30, 26 | -3.95K | 0.00% |
| Geneos Wealth Management Inc. | 845 | Jun 30, 26 | +27 | 0.00% |
| Bruce G. Allen Investments, LLC | 832 | Jun 30, 26 | +2 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 803 | Jun 30, 26 | +34 | 0.00% |
| EASTERN BANK | 799 | Jun 30, 26 | +650 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 772 | Jun 30, 26 | -32 | 0.00% |
| Continuum Advisory, LLC | 685 | Jun 30, 26 | +685 | 0.00% |
| Keating Financial Advisory Services, Inc. | 662 | Jun 30, 26 | +23 | 0.00% |
| Fortitude Family Office, LLC | 658 | Jun 30, 26 | +23 | 0.00% |
| Strategic Wealth Partners, Ltd. | 641 | Jun 30, 26 | +22 | 0.00% |
| Owl Creek Wealth Partners LLC | 609 | Jun 30, 26 | -300 | 0.00% |
| IFG Advisory, LLC | 601 | Jun 30, 26 | +601 | 0.00% |
| Indiana Trust & Investment Management CO | 588 | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 542 | Jun 30, 26 | -3 | 0.00% |
| Pinnacle Bancorp, Inc. | 538 | Jun 30, 26 | +82 | 0.00% |
| MONTAG A & ASSOCIATES INC | 512 | Jun 30, 26 | +18 | 0.00% |
| TRUST CO OF VERMONT | 500 | Jun 30, 26 | +500 | 0.00% |
| Synergy Investment Management, LLC | 486 | Jun 30, 26 | +486 | 0.00% |
| Silver Grove Financial Group, Inc. | 482 | Jun 30, 26 | +482 | 0.00% |
| UMB Bank, n.a. | 456 | Jun 30, 26 | +15 | 0.00% |
| Cassaday & Co Wealth Management LLC | 441 | Jun 30, 26 | +15 | 0.00% |
| MATHER GROUP, LLC. | 431 | Jun 30, 26 | +5 | 0.00% |
| Miller Global Investments, LLC | 420 | Jun 30, 26 | +15 | 0.00% |
| JPL Wealth Management, LLC | 409 | Jun 30, 26 | +370 | 0.00% |
| MOTCO | 355 | Jun 30, 26 | +27 | 0.00% |
| LOGAN CAPITAL MANAGEMENT INC | 343 | Jun 30, 26 | +343 | 0.00% |
| Salomon & Ludwin, LLC | 341 | Jun 30, 26 | -37 | 0.00% |
| Acumen Wealth Advisors, LLC | 340 | Jun 30, 26 | -36 | 0.00% |
| AMERIFLEX GROUP, INC. | 338 | Jun 30, 26 | +338 | 0.00% |
| Whipplewood Advisors, LLC | 329 | Jun 30, 26 | -664 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 296 | Jun 30, 26 | -- | 0.00% |
| CoreFirst Bank & Trust | 290 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 282 | Jun 30, 26 | +60 | 0.00% |
| SJS Investment Consulting Inc. | 275 | Jun 30, 26 | +103 | 0.00% |
| ALTRINSIC GLOBAL ADVISORS LLC | 265 | Jun 30, 26 | +265 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 248 | Jun 30, 26 | +248 | 0.00% |
| Transamerica Financial Advisors, Inc. | 242 | Jun 30, 26 | +94 | 0.00% |
| Nemes Rush Group LLC | 242 | Jun 30, 26 | +8 | 0.00% |
| JDM Financial Group LLC | 227 | Jun 30, 26 | +8 | 0.00% |
| Westfuller Advisors, LLC | 195 | Jun 30, 26 | +7 | 0.00% |
| TD Waterhouse Canada Inc. | 194 | Jun 30, 26 | +5 | 0.00% |
| True Wealth Design, LLC | 189 | Jun 30, 26 | -343 | 0.00% |
| PROFFITT & GOODSON INC | 186 | Jun 30, 26 | +6 | 0.00% |
| CoreCap Advisors, LLC | 180 | Jun 30, 26 | +164 | 0.00% |
| Cornerstone Financial Management LLC | 175 | Jun 30, 26 | +90 | 0.00% |
| Valued Wealth Advisors LLC | 172 | Jun 30, 26 | +6 | 0.00% |
| Vanguard National Trust Co | 161 | Jun 30, 26 | +5 | 0.00% |
| Murphy & Mullick Capital Management Corp | 146 | Jun 30, 26 | +146 | 0.00% |
| AdvisorNet Financial, Inc | 136 | Jun 30, 26 | +4 | 0.00% |
| Capital Analysts, LLC | 132 | Jun 30, 26 | +33 | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 126 | Jun 30, 26 | +3 | 0.00% |
| GW&K Investment Management, LLC | 123 | Jun 30, 26 | +1 | 0.00% |
| West Branch Capital LLC | 123 | Jun 30, 26 | +123 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 120 | Jun 30, 26 | +4 | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 116 | Jun 30, 26 | +4 | 0.00% |
| NewEdge Advisors, LLC | 116 | Jun 30, 26 | +4 | 0.00% |
| HHM Wealth Advisors, LLC | 116 | Jun 30, 26 | +116 | 0.00% |
| Rossby Financial, LCC | 115 | Jun 30, 26 | +20 | 0.00% |
| Buck Wealth Strategies, LLC | 101 | Jun 30, 26 | +101 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 100 | Jun 30, 26 | +100 | 0.00% |
| Tidemark, LLC | 100 | Jun 30, 26 | +3 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 100 | Jun 30, 26 | +29 | 0.00% |
| Institute for Wealth Management, LLC. | 98 | Jun 30, 26 | +98 | 0.00% |
| Kilter Group LLC | 95 | Jun 30, 26 | +45 | 0.00% |
| Bell Investment Advisors, Inc | 92 | Jun 30, 26 | -212 | 0.00% |
| PRIVATE TRUST CO NA | 91 | Jun 30, 26 | -705 | 0.00% |
| BOK Financial Private Wealth, Inc. | 87 | Jun 30, 26 | +87 | 0.00% |
| Burk Holdings LLC | 86 | Jun 30, 26 | +2 | 0.00% |
| Signature Equity Partners, LLC | 71 | Jun 30, 26 | +16 | 0.00% |
| JNBA Financial Advisors | 66 | Jun 30, 26 | +2 | 0.00% |
| SHP Wealth Management | 65 | Jun 30, 26 | -13 | 0.00% |
| Quent Capital, LLC | 63 | Jun 30, 26 | +63 | 0.00% |
| Penserra Capital Management LLC | 60 | Jun 30, 26 | +3 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 60 | Jun 30, 26 | +2 | 0.00% |
| Spire Wealth Management | 58 | Jun 30, 26 | +2 | 0.00% |
| GHP Investment Advisors, Inc. | 56 | Jun 30, 26 | -- | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 53 | Jun 30, 26 | +1 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 53 | Jun 30, 26 | -24 | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 52 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 52 | Jun 30, 26 | -12 | 0.00% |
| CVA Family Office, LLC | 45 | Jun 30, 26 | +45 | 0.00% |
| Abound Wealth Management | 41 | Jun 30, 26 | -- | 0.00% |
| Smithfield Trust Co | 40 | Jun 30, 26 | -- | 0.00% |
| Manchester Capital Management LLC | 37 | Jun 30, 26 | +1 | 0.00% |
| Physician Wealth Advisors, Inc. | 35 | Jun 30, 26 | -- | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 33 | Jun 30, 26 | +33 | 0.00% |
| Plante Moran Financial Advisors, LLC | 32 | Jun 30, 26 | -487 | 0.00% |
| Financial Network Wealth Advisors LLC | 29 | Jun 30, 26 | -8 | 0.00% |
| Caldwell Trust Co | 26 | Jun 30, 26 | +26 | 0.00% |
| Breakwater Investment Management | 25 | Jun 30, 26 | +25 | 0.00% |
| Grove Bank & Trust | 22 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 21 | Jun 30, 26 | +8 | 0.00% |
| LRI Investments, LLC | 19 | Jun 30, 26 | +19 | 0.00% |
| Highland Investment Advisors LLC | 18 | Jun 30, 26 | +18 | 0.00% |
| Godfrey Financial Associates, Inc. | 17 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 15 | Jun 30, 26 | -160.58K | 0.00% |
| HUNTINGTON NATIONAL BANK | 13 | Jun 30, 26 | +13 | 0.00% |
| Mosley Wealth Management | 13 | Jun 30, 26 | +13 | 0.00% |
| MidFirst Bank | 13 | Jun 30, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 12 | Jun 30, 26 | -- | 0.00% |
| American Capital Advisory, LLC | 10 | Jun 30, 26 | -60 | 0.00% |
| Stone House Investment Management, LLC | 9 | Jun 30, 26 | -149 | 0.00% |
| Bogart Wealth, LLC | 8 | Jun 30, 26 | +6 | 0.00% |
| Monetary Solutions, Ltd | 6 | Jun 30, 26 | +6 | 0.00% |
| Triumph Capital Management | 6 | Jun 30, 26 | -- | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| Financial Gravity Companies, Inc. | 2 | Jun 30, 26 | +2 | 0.00% |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Jun 30, 26 | -260.66K | -- |
| FULTON BANK, N.A. | -- | Jun 30, 26 | -9.23K | -- |
| Graham Capital Management, L.P. | -- | Jun 30, 26 | -65.78K | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -58 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -19.56K | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Jun 30, 26 | -15 | -- |
| YOUSIF CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -9.74K | -- |
| Napier Financial, LLC | -- | Jun 30, 26 | -72 | -- |
| SANDERS MORRIS HARRIS LLC | -- | Jun 30, 26 | -9.14K | -- |
| Global Assets Advisory, LLC | -- | Jun 30, 26 | -5.89K | -- |
| MARSHALL WACE, LLP | -- | Jun 30, 26 | -638.25K | -- |
| True Link Financial Advisors, LLC | -- | Jun 30, 26 | -145 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -288 | -- |
| D. E. Shaw & Co., Inc. | -- | Jun 30, 26 | -517.23K | -- |
| ACADIAN ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -1.22K | -- |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -2.21K | -- |
| Ancora Advisors, LLC | -- | Jun 30, 26 | -439 | -- |
| Koss-Olinger Consulting, LLC | -- | Jun 30, 26 | -8.10K | -- |
| Retirement Wealth Solutions LLC | -- | Jun 30, 26 | -6 | -- |
| MTM Investment Management, LLC | -- | Jun 30, 26 | -519 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -800 | -- |
| Investors Portfolio Services LLC | -- | Jun 30, 26 | -10 | -- |
| Abel Hall, LLC | -- | Jun 30, 26 | -12.46K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -5.21K | -- |
| Engineers Gate Manager LP | -- | Jun 30, 26 | -32.59K | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | -- | Jun 30, 26 | -7.78K | -- |
| Mount Yale Investment Advisors, LLC | -- | Jun 30, 26 | -21.14K | -- |
| Avion Wealth | -- | Jun 30, 26 | -57 | -- |
| Ameritas Investment Partners, Inc. | -- | Jun 30, 26 | -1 | -- |
| Squarepoint Ops LLC | -- | Jun 30, 26 | -29.66K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -110 | -- |
| Essential Partners LLC | -- | Jun 30, 26 | -122 | -- |
| Skopos Labs, Inc. | 48.30K | Mar 31, 26 | +16.79K | 0.00% |
| First Affirmative Financial Network | 13.79K | Mar 31, 26 | +13.79K | 0.00% |
| DGS Capital Management, LLC | 10.31K | Mar 31, 26 | -89 | 0.00% |
| U.S. Capital Wealth Advisors, LLC | 8.94K | Mar 31, 26 | -90 | 0.00% |
| CWM, LLC | 3.67K | Mar 31, 26 | +150 | 0.00% |
| Anfield Capital Management, LLC | 431 | Mar 31, 26 | +431 | 0.00% |
| Parkside Financial Bank & Trust | 162 | Mar 31, 26 | -57 | 0.00% |
| Financial Gravity Asset Management, Inc. | 2 | Mar 31, 26 | -- | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -15.93K | -- |
| Covenant Partners, LLC | 34.65K | Dec 31, 25 | -- | 0.00% |
| NICOLET ADVISORY SERVICES, LLC | 11.01K | Dec 31, 25 | +186 | 0.00% |
| CIBC Private Wealth Group, LLC | 1.27K | Dec 31, 25 | +817 | 0.00% |
| Ransom Advisory, Ltd | 256 | Dec 31, 25 | -- | 0.00% |
| Principia Wealth Advisory, LLC | 52 | Dec 31, 25 | -11 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -38 | -- |
| WETHERBY ASSET MANAGEMENT INC | 47.83K | Sep 30, 25 | +110 | 0.00% |
| Glenmede Investment Management, LP | 29.84K | Sep 30, 25 | +16.14K | 0.00% |
| Binnacle Investments Inc | 680 | Sep 30, 25 | +258 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 8.78K | Jun 30, 25 | -1.28K | 0.00% |
| First Horizon Advisors, Inc. | 195 | Jun 30, 25 | +73 | 0.00% |
| Schechter Investment Advisors, LLC | 32.64K | Mar 31, 25 | -4.16K | 0.00% |
| Orion Portfolio Solutions, LLC | 13.45K | Mar 31, 25 | -51 | 0.00% |
| Callan Capital, LLC | 9.37K | Mar 31, 25 | +9.37K | 0.00% |
| Lindbrook Capital, LLC | 1.55K | Mar 31, 25 | -104 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 131 | Mar 31, 25 | -- | 0.00% |
| WR Wealth Planners, LLC | 215 | Dec 31, 24 | -52 | 0.00% |
| Zions Bancorporation, N.A. | 50 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 417.04K | Sep 30, 24 | -96.88K | 0.04% |
| First Trust Direct Indexing L.P. | 81.39K | Sep 30, 24 | +232 | 0.01% |
| PEAK6 Investments LLC | 29.98K | Sep 30, 24 | +18.19K | 0.00% |
| RAYMOND JAMES TRUST N.A. | 16.20K | Sep 30, 24 | -6.31K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 14.22K | Sep 30, 24 | -2.03K | 0.00% |
| FinTrust Capital Advisors, LLC | 404 | Sep 30, 24 | -39 | 0.00% |
| ClariVest Asset Management LLC | 14 | Sep 30, 24 | -- | 0.00% |
| First Personal Financial Services | 1 | Sep 30, 24 | -- | 0.00% |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -4.18K | -- |
| Planning Capital Management Corp | -- | Sep 30, 24 | -1.22K | -- |
| BlackRock Inc. | 5.59M | Jun 30, 24 | -31.33K | 0.57% |
| JANICZEK WEALTH MANAGEMENT, LLC | 3.76K | Jun 30, 24 | +120 | 0.00% |
| Custom Portfolio Group LLC | 85 | Jun 30, 24 | +2 | 0.00% |
| Cetera Advisors LLC | 13.67K | Mar 31, 24 | +13.67K | 0.00% |
| CAMBRIDGE TRUST CO | 2.46K | Mar 31, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | -- | Mar 31, 24 | -9.18K | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 63.85K | Sep 30, 23 | +63.85K | 0.01% |
| KCS Wealth Advisory | 60.40K | Sep 30, 23 | -5.81K | 0.01% |
| COMERICA SECURITIES,INC. | 28.66K | Sep 30, 23 | -517 | 0.00% |
| ADVISOR PARTNERS II, LLC | 12.63K | Sep 30, 23 | +12.63K | 0.00% |
| Column Capital Advisors, LLC | 138 | Sep 30, 23 | -- | 0.00% |
| Tekla Capital Management LLC | 114.77K | Jun 30, 23 | +4.91K | 0.01% |
| Vident Investment Advisory, LLC | 10.57K | Jun 30, 23 | +10.57K | 0.00% |
| BDO Wealth Advisors, LLC | 684 | Jun 30, 23 | +684 | 0.00% |
| BerganKDV Wealth Management, LLC | 311 | Jun 30, 23 | +13 | 0.00% |
| Lumature Wealth Partners, LLC | 31 | Jun 30, 23 | +1 | 0.00% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 378 | Mar 31, 23 | +153 | 0.00% |
| Ahrens Investment Partners LLC | 118 | Mar 31, 23 | +118 | 0.00% |
| Pendal Group Ltd | 2.74M | Dec 31, 22 | +779.80K | 0.28% |
| ZEKE CAPITAL ADVISORS, LLC | 20.80K | Dec 31, 22 | +20.80K | 0.00% |
| GOFEN & GLOSSBERG LLC /IL/ | -- | Dec 31, 22 | -12.50K | -- |
| Sargent Bickham Lagudis LLC | -- | Dec 31, 22 | -2.30K | -- |
| EATON VANCE MANAGEMENT | 12.83K | Sep 30, 22 | +5 | 0.00% |
| BLUESTEIN R H & CO LLC | 10.00K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 5.03K | Sep 30, 22 | +5.03K | 0.00% |
| American Portfolios Advisors | 795 | Sep 30, 22 | -1.54K | 0.00% |
| Covington Capital Management | 228 | Sep 30, 22 | -- | 0.00% |
| MUFG Americas Holdings Corp | 56 | Sep 30, 22 | -- | 0.00% |
| SIENA CAPITAL LLC | 8 | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | -- | Sep 30, 22 | -53 | -- |
| Altium Wealth Management LLC | 11.04K | Jun 30, 22 | -685 | 0.00% |
| Private Capital Group, LLC | 9.79K | Jun 30, 22 | -828 | 0.00% |
| Fieldpoint Private Securities, LLC | 102 | Jun 30, 22 | -97 | 0.00% |
| ADVISOR PARTNERS LLC | -- | Jun 30, 22 | -6.94K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 963.99K | Mar 31, 22 | +254.30K | 0.10% |
| Barrett Asset Management, LLC | 70.00K | Mar 31, 22 | -- | 0.01% |
| Dixon Hughes Goodman Wealth Advisors LLC | 30 | Mar 31, 22 | -- | 0.00% |
| Lenox Wealth Advisors, LLC | -- | Mar 31, 22 | -67 | -- |
| People's United Financial, Inc. | -- | Mar 31, 22 | -20.44K | -- |
| Resource Management, LLC | 7.05K | Dec 31, 21 | +7.05K | 0.00% |
| NEXT Financial Group, Inc | 1.67K | Dec 31, 21 | +65 | 0.00% |
| Carroll Financial Associates, Inc. | 180 | Dec 31, 21 | -48 | 0.00% |
| TPG Group Holdings (SBS) Advisors, Inc. | 1.34M | Sep 30, 21 | +25.81K | 0.14% |
| NorthCoast Asset Management LLC | 23.48K | Sep 30, 21 | -194 | 0.00% |
| BBVA USA | 1.96K | Sep 30, 21 | -224 | 0.00% |
| Berman Capital Advisors, LLC | 543 | Sep 30, 21 | -18 | 0.00% |
| Rikoon Group, LLC | 16.41K | Mar 31, 21 | -- | 0.00% |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC | -- | Mar 31, 21 | -15.16K | -- |
| Aperio Group, LLC | 502.52K | Dec 31, 20 | -23.88K | 0.05% |
| Reby Advisors, LLC | 2.61K | Dec 31, 20 | +2.61K | 0.00% |
| Winslow, Evans & Crocker, Inc. | 108 | Dec 31, 20 | -- | 0.00% |
| ETRADE Capital Management LLC | 21.79K | Sep 30, 20 | +226 | 0.00% |
| First Allied Advisory Services, Inc. | 8.09K | Sep 30, 20 | +757 | 0.00% |
| Price Wealth, LLC | 3.12K | Sep 30, 20 | -12.76K | 0.00% |
| Cornerstone Advisors, Inc. | 1.39K | Sep 30, 20 | +64 | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 530 | Sep 30, 20 | +48 | 0.00% |
| Wealthspire Advisors, L.P. | -- | Sep 30, 20 | -10.20K | -- |
| BRINKER CAPITAL INC | 35.88K | Jun 30, 20 | +7.44K | 0.00% |
| Private Vista, LLC | 22.38K | Jun 30, 20 | +22.38K | 0.00% |
| Lenox Wealth Management, Inc. | 8.63K | Jun 30, 20 | +484 | 0.00% |
| Willingdon Wealth Management | -- | Mar 31, 20 | -23 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 18.38K | Dec 31, 19 | +5.09K | 0.00% |
| Advisor Group, Inc. | 12.22K | Dec 31, 19 | +3.80K | 0.00% |
| FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 310.35K | Sep 30, 19 | -- | 0.03% |
| SUNTRUST BANKS INC | 6.85K | Sep 30, 19 | +1.04K | 0.00% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2.12K | Sep 30, 19 | -448 | 0.00% |
| CAPITAL GUARDIAN TRUST CO | 543.92K | Jun 30, 19 | +405.78K | 0.06% |
| Delphi Private Advisors LLC | 19 | Jun 30, 19 | +19 | 0.00% |
| AT Bancorp | 9.58K | Mar 31, 19 | -- | 0.00% |
| Sound View Wealth Advisors, LLC | 5.56K | Mar 31, 19 | +5.56K | 0.00% |
| NEXT Financial Holdings | 53 | Mar 31, 19 | +53 | 0.00% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 137.88K | Dec 31, 18 | +56.56K | 0.01% |
| COMERICA SECURITIES INC | 7.28K | Dec 31, 18 | +686 | 0.00% |
| Horizon Kinetics LLC | -- | Dec 31, 18 | -4.61K | -- |
| CRITERION CAPITAL MANAGEMENT LLC | 808.07K | Sep 30, 18 | -1.03M | 0.08% |
| FNY Partners Fund LP | 26.00K | Mar 31, 18 | +26.00K | 0.00% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -128 | -- |
| ROCKEFELLER FINANCIAL SERVICES INC | 960 | Dec 31, 17 | -- | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | -- | Dec 31, 17 | -354 | -- |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -2.01K | -- |
| CAPSTONE ASSET MANAGEMENT CO | 99.63K | Jun 30, 17 | -5.57K | 0.01% |
| Virtu KCG Holdings LLC | 38.37K | Jun 30, 17 | +29.45K | 0.00% |
| Commonwealth Equity Services, Inc | 17.55K | Jun 30, 17 | +6.66K | 0.00% |
| Independent Portfolio Consultants, Inc. | 15.47K | Jun 30, 17 | -8.63K | 0.00% |
| WFG Advisors, LP | 799 | Jun 30, 17 | +102 | 0.00% |
| Spot Trading L.L.C | 31.96K | Mar 31, 17 | +31.96K | 0.00% |
| R&F Capital Advisors LP | -- | Mar 31, 17 | -8.33K | -- |
| Princeton Alpha Management LP | -- | Mar 31, 17 | -10.28K | -- |
| BlackRock Investment Management, LLC | 1.01M | Dec 31, 16 | +316.75K | 0.10% |
| BlackRock Institutional Trust Company, N.A. | 70.60K | Dec 31, 16 | +70.60K | 0.01% |
| Calvert Investment Management, Inc. | 66.77K | Dec 31, 16 | -13.03K | 0.01% |
| MSI Financial Services Inc | 4.32K | Dec 31, 16 | -463 | 0.00% |
| KANALY TRUST CO | 492 | Dec 31, 16 | -- | 0.00% |
| FIRST NEW YORK SECURITIES LLC /NY | -- | Dec 31, 16 | -52.95K | -- |
| Emerald Acquisition Ltd. | 44.50K | Sep 30, 16 | +44.50K | 0.00% |
| Tradewinds Global Investors, LLC | 12.09K | Sep 30, 16 | -76.34K | 0.00% |
| SOCIETE GENERALE | 34.20K | Jun 30, 16 | +34.20K | 0.00% |
| KILLEN GROUP INC | 714.93K | Mar 31, 16 | +437.08K | 0.07% |
| Hoxton Financial, Inc. | 839 | Mar 31, 16 | +839 | 0.00% |
| RUSSELL FRANK CO/ | -- | Mar 31, 16 | -84.78K | -- |
| Schonfeld Group Holdings LLC | 11.67K | Dec 31, 15 | +2.62K | 0.00% |
| OFI Advisors LLC | 4.51K | Sep 30, 15 | -97 | 0.00% |
| Aris Wealth Services, Inc. | -- | Sep 30, 15 | -118 | -- |
| MANAGED ACCOUNT ADVISORS LLC | 236.44K | Jun 30, 15 | +97.47K | 0.02% |
| BAIRD ROBERT W & CO INC /WI/ | 76.96K | Mar 31, 15 | -1.28K | 0.01% |
| ICC CAPITAL MANAGEMENT INC/ | 73.87K | Mar 31, 15 | +1.13K | 0.01% |
| BOSTON PRIVATE BANK & TRUST CO | 500 | Mar 31, 15 | -- | 0.00% |
| Mariner Wealth Advisors-NYC, LLC | 59 | Mar 31, 15 | +59 | 0.00% |
| Placemark Investments, Inc. | 44.48K | Dec 31, 14 | +4.16K | 0.00% |
| Li Winifred I | 3.30K | Dec 31, 14 | -- | 0.00% |
| SHAPIRO ROBERT N | 1.53K | Dec 31, 14 | -- | 0.00% |
| FOUNDERS BANK & TRUST | 554 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 1.06M | Sep 30, 14 | -86.08K | 0.11% |
| McAdams Wright Ragen, Inc. | 76.85K | Sep 30, 14 | +4.68K | 0.01% |
| Stifel Trust Company, N.A. | 28.79K | Sep 30, 14 | -- | 0.00% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -15.15K | -- |
| SAC Capital Advisors LP | -- | Mar 31, 14 | -5.56K | -- |
| Jane Street Holding, LLC | 21.99K | Dec 31, 13 | -50.05K | 0.00% |
| KNIGHT CAPITAL GROUP LLC | 16.30K | Jun 30, 13 | -5.14K | 0.00% |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 7.09K | Mar 31, 13 | -18.58K | 0.00% |
| Boston Trust Walden Co | -- | Dec 31, 11 | -1.90K | -- |
| abrdn Inc. | 30.20K | Dec 31, 10 | +30.20K | 0.00% |
| VALUE LINE INC | 79.00K | Sep 30, 10 | -- | 0.01% |
| RBC Phillips, Hager & North Investment Counsel Inc. | -- | Sep 30, 09 | -25.35K | -- |
| RBC Dominion Securities Inc. | 25.91K | Dec 31, 08 | -970 | 0.00% |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | 239.00K | Jun 30, 08 | +239.00K | 0.02% |
| RBC Capital Markets, LLC | 2.27K | Mar 31, 01 | +2.27K | 0.00% |