PUK

Institutional Ownership

Top 396 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY5.10MMar 31, 26+238.17K0.41%
BANK OF AMERICA CORP /DE/4.47MMar 31, 26+238.19K0.36%
FMR LLC4.06MMar 31, 26+344.53K0.33%
DIMENSIONAL FUND ADVISORS LP2.83MMar 31, 26+240.42K0.23%
GOLDMAN SACHS GROUP INC2.75MMar 31, 26-53.61K0.22%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2.40MMar 31, 26+292.68K0.19%
BlackRock, Inc.1.39MMar 31, 26+132.84K0.11%
CAUSEWAY CAPITAL MANAGEMENT LLC1.32MMar 31, 26-187.76K0.11%
NORTHERN TRUST CORP1.31MMar 31, 26-146.62K0.10%
JPMORGAN CHASE & CO804.01KMar 31, 26+569.59K0.06%
AMERICAN CENTURY COMPANIES INC653.72KMar 31, 26+181.43K0.05%
Quantinno Capital Management LP638.52KMar 31, 26+199.55K0.05%
ENVESTNET ASSET MANAGEMENT INC500.27KMar 31, 26+41.19K0.04%
Connor, Clark & Lunn Investment Management Ltd.430.67KMar 31, 26-360.75K0.03%
Solel Partners LP266.59KMar 31, 26--0.02%
PICTON MAHONEY ASSET MANAGEMENT265.79KMar 31, 26+175.79K0.02%
Creative Planning257.06KMar 31, 26+23.80K0.02%
SEI INVESTMENTS CO253.18KMar 31, 26-25.39K0.02%
ASSETMARK, INC251.05KMar 31, 26+249.30K0.02%
WELLS FARGO & COMPANY/MN239.28KMar 31, 26-2.77K0.02%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC234.45KMar 31, 26+23.81K0.02%
ROYAL BANK OF CANADA231.19KMar 31, 26-29.54K0.02%
Pathstone Holdings, LLC218.88KMar 31, 26-31.72K0.02%
JANE STREET GROUP, LLC192.72KMar 31, 26+176.61K0.02%
QRG CAPITAL MANAGEMENT, INC.192.20KMar 31, 26+61.91K0.02%
Gradient Investments LLC172.57KMar 31, 26+98.66K0.01%
NATIXIS ADVISORS, L.P.146.57KMar 31, 26-15.68K0.01%
AQR CAPITAL MANAGEMENT LLC140.93KMar 31, 26+63.11K0.01%
RAYMOND JAMES FINANCIAL INC140.22KMar 31, 26-30.48K0.01%
AMG National Trust Bank136.69KMar 31, 26-280.01%
MARSHALL WACE, LLP123.58KMar 31, 26+123.58K0.01%
XTX Topco Ltd121.16KMar 31, 26+7.95K0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC119.26KMar 31, 26+13.69K0.01%
Crossmark Global Holdings, Inc.102.19KMar 31, 26-7810.01%
Mariner, LLC96.00KMar 31, 26+12.72K0.01%
Bank of New York Mellon Corp91.49KMar 31, 26+7040.01%
CITADEL ADVISORS LLC89.89KMar 31, 26-56.53K0.01%
Madison Asset Management, LLC88.67KMar 31, 26-6.22K0.01%
AMERIPRISE FINANCIAL INC83.45KMar 31, 26-13.05K0.01%
CITIGROUP INC78.03KMar 31, 26+30.23K0.01%
MERCER GLOBAL ADVISORS INC /ADV73.55KMar 31, 26+22.03K0.01%
OPPENHEIMER ASSET MANAGEMENT INC.71.92KMar 31, 26-13.82K0.01%
Vestmark Advisory Solutions, Inc.71.85KMar 31, 26-11.25K0.01%
Engineers Gate Manager LP71.74KMar 31, 26+71.74K0.01%
UBS Group AG67.93KMar 31, 26-109.67K0.01%
MILLENNIUM MANAGEMENT LLC63.64KMar 31, 26+63.64K0.01%
Nuveen, LLC63.05KMar 31, 26-2.01K0.01%
Skopos Labs, Inc.62.49KMar 31, 26+22.58K0.01%
Ethic Inc.61.41KMar 31, 26+6.73K0.00%
DAVENPORT & Co LLC58.62KMar 31, 26-3.74K0.00%
QUADRANT CAPITAL GROUP LLC55.96KMar 31, 26+2.89K0.00%
HRT FINANCIAL LP53.36KMar 31, 26+39.14K0.00%
Russell Investments Group, Ltd.52.61KMar 31, 26+6.12K0.00%
Callan Family Office, LLC49.02KMar 31, 26-3.35K0.00%
Vanguard Personalized Indexing Management, LLC48.73KMar 31, 26-7.24K0.00%
Mondrian Investment Partners LTD44.28KMar 31, 26-1180.00%
RITHOLTZ WEALTH MANAGEMENT42.01KMar 31, 26+7.67K0.00%
Cerity Partners LLC41.29KMar 31, 26+13.23K0.00%
MML INVESTORS SERVICES, LLC41.27KMar 31, 26+1.39K0.00%
BANK OF MONTREAL /CAN/39.28KMar 31, 26+9.45K0.00%
JONES FINANCIAL COMPANIES LLLP39.27KMar 31, 26+29.93K0.00%
LPL Financial LLC38.98KMar 31, 26-39.35K0.00%
HANTZ FINANCIAL SERVICES, INC.38.49KMar 31, 26+9.30K0.00%
Brinker Capital Investments, LLC37.58KMar 31, 26-9.77K0.00%
Integrated Quantitative Investments LLC33.90KMar 31, 26+33.90K0.00%
Colony Group, LLC33.71KMar 31, 26+9.78K0.00%
GeoWealth Management, LLC33.21KMar 31, 26+5.10K0.00%
IEQ CAPITAL, LLC33.11KMar 31, 26+17.89K0.00%
US BANCORP \DE\32.87KMar 31, 26+1.61K0.00%
Catalytic Wealth RIA, LLC32.79KMar 31, 26+4.49K0.00%
UBS ASSET MANAGEMENT AMERICAS INC32.59KMar 31, 26+26.92K0.00%
EVERGREEN CAPITAL MANAGEMENT LLC32.40KMar 31, 26+2.37K0.00%
Stratos Wealth Partners, LTD.32.27KMar 31, 26+4.18K0.00%
BALYASNY ASSET MANAGEMENT L.P.32.16KMar 31, 26+32.16K0.00%
TWO SIGMA INVESTMENTS, LP32.00KMar 31, 26+32.00K0.00%
Atria Investments, Inc31.21KMar 31, 26-7.17K0.00%
PARK AVENUE SECURITIES LLC30.45KMar 31, 26+4.16K0.00%
FIRST TRUST ADVISORS LP30.07KMar 31, 26+4.23K0.00%
SIGNATUREFD, LLC29.93KMar 31, 26+1.16K0.00%
PNC FINANCIAL SERVICES GROUP, INC.28.41KMar 31, 26+3.52K0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO28.32KMar 31, 26+3.08K0.00%
Cetera Investment Advisers27.46KMar 31, 26+5.16K0.00%
Legacy Wealth Asset Management, LLC27.31KMar 31, 26+410.00%
RHUMBLINE ADVISERS27.11KMar 31, 26-2.75K0.00%
FRANKLIN RESOURCES INC27.01KMar 31, 26+9.88K0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC26.73KMar 31, 26-11.27K0.00%
First Affirmative Financial Network26.44KMar 31, 26+26.44K0.00%
Aaron Wealth Advisors LLC25.86KMar 31, 26+9.17K0.00%
Vident Advisory, LLC25.16KMar 31, 26+6.99K0.00%
NewEdge Wealth, LLC25.16KMar 31, 26-3.37K0.00%
Neuberger Berman Group LLC24.97KMar 31, 26+7.19K0.00%
Atomi Financial Group, Inc.24.66KMar 31, 26+9130.00%
Bain Capital Public Equity, LP24.16KMar 31, 26+24.16K0.00%
SYON CAPITAL LLC23.85KMar 31, 26+1.46K0.00%
Vise Technologies, Inc.22.75KMar 31, 26--0.00%
Caprock Group, LLC21.89KMar 31, 26+3.21K0.00%
Wealth Alliance21.85KMar 31, 26-4.88K0.00%
Savant Capital, LLC21.52KMar 31, 26+3.27K0.00%
Ballentine Partners, LLC20.92KMar 31, 26+9190.00%
Gallacher Capital Management LLC19.95KMar 31, 26-2280.00%
LAIRD NORTON TRUST COMPANY, LLC19.89KMar 31, 26+1.06K0.00%
Sequoia Financial Advisors, LLC19.44KMar 31, 26+6.12K0.00%
HighTower Advisors, LLC19.28KMar 31, 26+1.48K0.00%
Merit Financial Group, LLC19.16KMar 31, 26+4880.00%
Versant Capital Management, Inc18.89KMar 31, 26+3.95K0.00%
NewEdge Advisors, LLC18.65KMar 31, 26-1480.00%
Naviter Wealth, LLC18.39KMar 31, 26+1.97K0.00%
EARNEST PARTNERS LLC17.86KMar 31, 26-7.97K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17.59KMar 31, 26+1.82K0.00%
Sterling Capital Management LLC17.41KMar 31, 26-4.88K0.00%
AXQ CAPITAL, LP17.29KMar 31, 26+17.29K0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC16.67KMar 31, 26-1.22K0.00%
Allspring Global Investments Holdings, LLC15.92KMar 31, 26+2.81K0.00%
CHOREO, LLC15.27KMar 31, 26+5100.00%
Advisors Asset Management, Inc.15.24KMar 31, 26+15.24K0.00%
SHELTON CAPITAL MANAGEMENT15.20KMar 31, 26-1.18K0.00%
WINTON GROUP Ltd14.90KMar 31, 26+14.90K0.00%
Caitong International Asset Management Co., Ltd14.72KMar 31, 26+11.11K0.00%
CI Private Wealth, LLC14.66KMar 31, 26+3.63K0.00%
YOUSIF CAPITAL MANAGEMENT, LLC14.20KMar 31, 26--0.00%
Concurrent Investment Advisors, LLC13.20KMar 31, 26-5.63K0.00%
Smartleaf Asset Management LLC13.10KMar 31, 26-6800.00%
BNP PARIBAS ARBITRAGE, SNC13.08KMar 31, 26-13.62K0.00%
Venturi Wealth Management, LLC12.89KMar 31, 26+2.50K0.00%
Summit Trail Advisors, LLC12.71KMar 31, 26+12.71K0.00%
Rockefeller Capital Management L.P.12.52KMar 31, 26+6.90K0.00%
Sivia Capital Partners, LLC12.08KMar 31, 26+12.08K0.00%
WILEY BROS.-AINTREE CAPITAL, LLC11.87KMar 31, 26+2.75K0.00%
STIFEL FINANCIAL CORP11.46KMar 31, 26-5350.00%
CAPTRUST FINANCIAL ADVISORS10.94KMar 31, 26+1.46K0.00%
TRUIST FINANCIAL CORP10.86KMar 31, 26+2.39K0.00%
Cambridge Investment Research Advisors, Inc.10.49KMar 31, 26+360.00%
Dynasty Wealth Management, LLC10.37KMar 31, 26+2450.00%
COMMONWEALTH EQUITY SERVICES, LLC10.30KMar 31, 26+4320.00%
KEYBANK NATIONAL ASSOCIATION/OH10.12KMar 31, 26+10.12K0.00%
Kathmere Capital Management, LLC10.05KMar 31, 26+2.14K0.00%
M&T BANK CORP9.87KMar 31, 26-2110.00%
Mattson Financial Services, LLC9.74KMar 31, 26+9.74K0.00%
GAMMA Investing LLC9.70KMar 31, 26+5670.00%
Entropy Technologies, LP9.66KMar 31, 26+9.66K0.00%
PDS Planning, Inc9.55KMar 31, 26+4360.00%
EverSource Wealth Advisors, LLC9.44KMar 31, 26+3.03K0.00%
Net Worth Advisory Group9.27KMar 31, 26+3950.00%
Brown Financial Advisors9.17KMar 31, 26+9.17K0.00%
Pinnacle Wealth Planning Services, Inc.8.73KMar 31, 26-1.44K0.00%
XPONANCE, INC.8.73KMar 31, 26+1.92K0.00%
Federation des caisses Desjardins du Quebec8.40KMar 31, 26--0.00%
Cetera Trust Company, N.A8.24KMar 31, 26--0.00%
Parallel Advisors, LLC8.22KMar 31, 26+9190.00%
MAI Capital Management7.96KMar 31, 26+6.03K0.00%
GLENMEDE TRUST CO NA7.91KMar 31, 26+3150.00%
TWO SIGMA SECURITIES, LLC7.88KMar 31, 26+7.88K0.00%
PAX Financial Group, LLC7.69KMar 31, 26+7.69K0.00%
Janney Montgomery Scott LLC7.67KMar 31, 26--0.00%
Trust Point Inc.7.29KMar 31, 26-6290.00%
Beacon Pointe Advisors, LLC7.21KMar 31, 26+7.21K0.00%
Strategic Investment Advisors / MI5.83KMar 31, 26+5.83K0.00%
ADVISOR GROUP HOLDINGS, INC.5.54KMar 31, 26-5410.00%
Farther Finance Advisors, LLC5.13KMar 31, 26+1.40K0.00%
ALLIANZ SE5.10KMar 31, 26--0.00%
NATIONAL BANK OF CANADA /FI/4.88KMar 31, 26+170.00%
CWM, LLC4.33KMar 31, 26+1.96K0.00%
Ronald Blue Trust, Inc.4.09KMar 31, 26--0.00%
Advisory Services Network, LLC3.85KMar 31, 26+3.85K0.00%
Rossby Financial, LCC3.66KMar 31, 26+3.66K0.00%
SRS Capital Advisors, Inc.3.10KMar 31, 26+2.80K0.00%
Tower Research Capital LLC (TRC)2.94KMar 31, 26+2.90K0.00%
Community Bank, N.A.2.48KMar 31, 26--0.00%
Bruce G. Allen Investments, LLC2.31KMar 31, 26-4430.00%
Larson Financial Group LLC2.24KMar 31, 26+4590.00%
Allworth Financial LP2.08KMar 31, 26+5800.00%
BARCLAYS PLC1.98KMar 31, 26+1.98K0.00%
Salomon & Ludwin, LLC1.39KMar 31, 26+7390.00%
Destiny Wealth Partners, LLC1.27KMar 31, 26+1.27K0.00%
Grove Bank & Trust1.23KMar 31, 26+250.00%
BROWN BROTHERS HARRIMAN & CO1.21KMar 31, 26+9420.00%
ROTHSCHILD INVESTMENT LLC1.10KMar 31, 26+360.00%
Westside Investment Management, Inc.1.07KMar 31, 26--0.00%
TWIN PEAKS WEALTH ADVISORS, LLC928Mar 31, 26+9280.00%
BESSEMER GROUP INC806Mar 31, 26-5600.00%
Manchester Capital Management LLC794Mar 31, 26--0.00%
V-Square Quantitative Management LLC751Mar 31, 26+7510.00%
True Wealth Design, LLC694Mar 31, 26+3560.00%
Optiver Holding B.V.682Mar 31, 26-45.20K0.00%
Sound Income Strategies, LLC612Mar 31, 26--0.00%
Steward Partners Investment Advisory, LLC546Mar 31, 26+660.00%
MATHER GROUP, LLC.478Mar 31, 26+4780.00%
Bare Financial Services, Inc433Mar 31, 26+360.00%
Whipplewood Advisors, LLC423Mar 31, 26+4090.00%
TD PRIVATE CLIENT WEALTH LLC401Mar 31, 26+2740.00%
Cornerstone Planning Group LLC387Mar 31, 26+120.00%
Root Financial Partners, LLC372Mar 31, 26+10.00%
WPG Advisers, LLC367Mar 31, 26-4720.00%
Parkside Financial Bank & Trust366Mar 31, 26--0.00%
JFS WEALTH ADVISORS, LLC337Mar 31, 26+180.00%
HighMark Wealth Management LLC286Mar 31, 26+70.00%
FIFTH THIRD BANCORP282Mar 31, 26+2330.00%
SJS Investment Consulting Inc.282Mar 31, 26+230.00%
LRI Investments, LLC280Mar 31, 26+2440.00%
FINANCIAL CONSULATE, INC270Mar 31, 26+870.00%
Retirement Wealth Solutions LLC246Mar 31, 26+1380.00%
SBI Securities Co., Ltd.225Mar 31, 26-3040.00%
Stone House Investment Management, LLC219Mar 31, 26+820.00%
GW&K Investment Management, LLC219Mar 31, 26+330.00%
Spire Wealth Management218Mar 31, 26-90.00%
MANNING & NAPIER ADVISORS LLC210Mar 31, 26+80.00%
WealthCollab, LLC187Mar 31, 26--0.00%
IFP Advisors, Inc175Mar 31, 26+200.00%
Physician Wealth Advisors, Inc.153Mar 31, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV145Mar 31, 26--0.00%
Glen Eagle Advisors, LLC144Mar 31, 26--0.00%
TD Waterhouse Canada Inc.141Mar 31, 26+1050.00%
UMB Bank, n.a.139Mar 31, 26--0.00%
JNBA Financial Advisors133Mar 31, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC119Mar 31, 26--0.00%
IMA Wealth, Inc.107Mar 31, 26+270.00%
FEDERATED HERMES, INC.105Mar 31, 26-820.00%
Geneos Wealth Management Inc.99Mar 31, 26--0.00%
BROWN, LISLE/CUMMINGS, INC.96Mar 31, 26+960.00%
JPL Wealth Management, LLC85Mar 31, 26+850.00%
Nemes Rush Group LLC85Mar 31, 26--0.00%
Beaird Harris Wealth Management, LLC80Mar 31, 26--0.00%
Horizon Investments, LLC66Mar 31, 26+660.00%
Bell Investment Advisors, Inc63Mar 31, 26--0.00%
GHP Investment Advisors, Inc.62Mar 31, 26+620.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/60Mar 31, 26--0.00%
Ancora Advisors, LLC54Mar 31, 26--0.00%
Kilter Group LLC52Mar 31, 26-20.00%
Private Wealth Asset Management, LLC44Mar 31, 26--0.00%
MV CAPITAL MANAGEMENT, INC.37Mar 31, 26+230.00%
Smithfield Trust Co35Mar 31, 26-10.00%
Burk Holdings LLC33Mar 31, 26+330.00%
Dogwood Wealth Management LLC32Mar 31, 26+320.00%
NISA INVESTMENT ADVISORS, LLC23Mar 31, 26+230.00%
Arlington Trust Co LLC23Mar 31, 26+230.00%
Trust Co22Mar 31, 26--0.00%
American Capital Advisory, LLC20Mar 31, 26--0.00%
Transamerica Financial Advisors, Inc.12Mar 31, 26--0.00%
HARBOUR INVESTMENTS, INC.12Mar 31, 26+120.00%
Frazier Financial Advisors, LLC12Mar 31, 26+120.00%
Abound Wealth Management11Mar 31, 26--0.00%
Mosley Wealth Management10Mar 31, 26+100.00%
Cassaday & Co Wealth Management LLC9Mar 31, 26+90.00%
Triumph Capital Management9Mar 31, 26+90.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC8Mar 31, 26--0.00%
TOTH FINANCIAL ADVISORY CORP4Mar 31, 26--0.00%
HM PAYSON & CO--Mar 31, 26-66--
GROUP ONE TRADING, L.P.--Mar 31, 26-1.18K--
Dorsey & Whitney Trust CO LLC--Mar 31, 26-6.66K--
Impact Investors, Inc--Mar 31, 26-6.98K--
Murphy & Mullick Capital Management Corp--Mar 31, 26-2--
CAPITAL FUND MANAGEMENT S.A.--Mar 31, 26-11.12K--
Valeo Financial Advisors, LLC--Mar 31, 26-11.44K--
COLDSTREAM CAPITAL MANAGEMENT INC--Mar 31, 26-8.95K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Mar 31, 26-9.85K--
Abel Hall, LLC--Mar 31, 26-9.27K--
West Family Investments, Inc.--Mar 31, 26-7.02K--
Envestnet Portfolio Solutions, Inc.--Mar 31, 26-6.84K--
Atlatl Advisers LLC--Mar 31, 26-21.71K--
AlphaCore Capital LLC--Mar 31, 26-11.32K--
Kestra Advisory Services, LLC--Mar 31, 26-4.52K--
TD Capital Management LLC--Mar 31, 26-10--
Bangor Savings Bank--Mar 31, 26-317--
PARADIGM ASSET MANAGEMENT CO LLC--Mar 31, 26-3.30K--
Centiva Capital, LP--Mar 31, 26-13.78K--
CULLEN/FROST BANKERS, INC.--Mar 31, 26-14--
HUNTINGTON NATIONAL BANK--Mar 31, 26-25--
May Hill Capital, LLC--Mar 31, 26-9.75K--
Forum Financial Management, LP--Mar 31, 26-7.18K--
HARRIS ASSOCIATES L P--Mar 31, 26-7.52K--
Y-Intercept (Hong Kong) Ltd--Mar 31, 26-72.11K--
ABC ARBITRAGE SA--Mar 31, 26-236.43K--
Independence Bank of Kentucky--Mar 31, 26-26--
CENTRAL TRUST Co--Mar 31, 26-90--
FLOW TRADERS U.S. LLC--Mar 31, 26-22.75K--
Meridian Wealth Management, LLC--Mar 31, 26-6.66K--
Turning Point Benefit Group, Inc.--Mar 31, 26-9--
INDEPENDENT FINANCIAL GROUP, LLC--Mar 31, 26-8.43K--
DEUTSCHE BANK AG\--Mar 31, 26-92.08K--
Rehmann Capital Advisory Group--Mar 31, 26-7.23K--
TWO SIGMA ADVISERS, LP44.80KDec 31, 25+12.80K0.00%
Global Retirement Partners, LLC5.72KDec 31, 25-2.02K0.00%
CIBC Private Wealth Group, LLC372Dec 31, 25+2770.00%
SageView Advisory Group, LLC290Dec 31, 25+2900.00%
Principia Wealth Advisory, LLC78Dec 31, 25--0.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-38--
WETHERBY ASSET MANAGEMENT INC7.30KSep 30, 25+7.30K0.00%
Binnacle Investments Inc131Sep 30, 25-290.00%
First Horizon Advisors, Inc.519Jun 30, 25+320.00%
Orion Portfolio Solutions, LLC16.72KMar 31, 25+16.72K0.00%
Callan Capital, LLC10.24KMar 31, 25+10.24K0.00%
Lindbrook Capital, LLC1.31KMar 31, 25+5620.00%
CAROLINAS WEALTH CONSULTING LLC181Mar 31, 25-260.00%
Madison Investment Advisors, LLC120.28KDec 31, 24+120.28K0.01%
Nuveen Asset Management, LLC100.71KDec 31, 24-24.40K0.01%
AlphaMark Advisors, LLC500Dec 31, 24--0.00%
Zions Bancorporation, N.A.--Dec 31, 24-256--
RAYMOND JAMES & ASSOCIATES235.72KSep 30, 24+6.04K0.02%
First Trust Direct Indexing L.P.13.83KSep 30, 24-4.95K0.00%
RAYMOND JAMES TRUST N.A.11.41KSep 30, 24+2310.00%
FinTrust Capital Advisors, LLC830Sep 30, 24+2210.00%
ClariVest Asset Management LLC23Sep 30, 24--0.00%
SYSTM Wealth Solutions LLC--Sep 30, 24-6.44K--
BlackRock Inc.2.88MJun 30, 24+44.04K0.23%
Credential Qtrade Securities Inc.139Mar 31, 24--0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.77.54KSep 30, 23+17.92K0.01%
ADVISOR PARTNERS II, LLC14.36KSep 30, 23+5760.00%
KB FINANCIAL PARTNERS, LLC73Sep 30, 23--0.00%
Column Capital Advisors, LLC--Sep 30, 23-112--
Quantamental Technologies LLC--Sep 30, 23-8.54K--
THOMAS WHITE INTERNATIONAL LTD226.40KJun 30, 23-6.53K0.02%
Vident Investment Advisory, LLC11.51KJun 30, 23+3.42K0.00%
Endurance Wealth Management, Inc.68Jun 30, 23--0.00%
HARVEST GROUP WEALTH MANAGEMENT, LLC120Mar 31, 23--0.00%
BLUESTEIN R H & CO LLC10.00KSep 30, 22--0.00%
WIPFLI FINANCIAL ADVISORS LLC,1.19KSep 30, 22+1.19K0.00%
American Portfolios Advisors181Sep 30, 22--0.00%
FourThought Financial, LLC138Sep 30, 22--0.00%
Covington Capital Management89Sep 30, 22+890.00%
ADVISOR PARTNERS LLC12.45KJun 30, 22-5.45K0.00%
BREWIN DOLPHIN LTD2.85KJun 30, 22-7700.00%
Fieldpoint Private Securities, LLC275Jun 30, 22-700.00%
Private Capital Group, LLC244Jun 30, 22-5640.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC1.85MMar 31, 22+346.18K0.15%
Freedman Financial Associates, Inc.383Mar 31, 22--0.00%
Carroll Financial Associates, Inc.192Dec 31, 21-1100.00%
NEXT Financial Group, Inc62Dec 31, 21+150.00%
BBVA USA47.20KSep 30, 21-2.92K0.00%
Berman Capital Advisors, LLC755Sep 30, 21+670.00%
Sonora Investment Management, LLC200Sep 30, 21--0.00%
Marshall Wace North America L.P.--Sep 30, 21-27.08K--
USCA RIA LLC48.67KJun 30, 21-450.00%
PNC Managed Account Solutions, Inc.1.86KJun 30, 21+1.86K0.00%
BBVA USA Bancshares, Inc.50.92KMar 31, 21+1.06K0.00%
Aperio Group, LLC442.45KDec 31, 20-28.10K0.04%
CARILLON TOWER ADVISERS, INC.285.17KDec 31, 20-23.53K0.02%
OLD MISSION CAPITAL, LLC179.72KDec 31, 20+179.72K0.01%
Hansberger Growth Investors, LP133.20KSep 30, 20+7.80K0.01%
ETRADE Capital Management LLC102.12KSep 30, 20-6.42K0.01%
SHINE INVESTMENT ADVISORY SERVICES INC244Sep 30, 20--0.00%
BRINKER CAPITAL INC78.89KJun 30, 20-54.00K0.01%
NumerixS Investment Technologies Inc2.41KJun 30, 20+4000.00%
Lenox Wealth Management, Inc.323Jun 30, 20-2090.00%
Advisor Group, Inc.20.15KDec 31, 19+2.32K0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.16.12KDec 31, 19-3.42K0.00%
HARTWELL J M LIMITED PARTNERSHIP14.00KSep 30, 19--0.00%
CAPITAL GUARDIAN TRUST CO507.77KJun 30, 19+10.11K0.04%
Ostrum Asset Management U.S., LLC553Mar 31, 19--0.00%
TRUST DEPARTMENT MB FINANCIAL BANK N A350Mar 31, 19--0.00%
NEXT Financial Holdings36Mar 31, 19+360.00%
Financial Gravity Companies, Inc.11Dec 31, 18+110.00%
Zions Bancorporation1.24KSep 30, 18+50.00%
Salient Private Client, LLC--Sep 30, 18-10.35K--
Credential Securities Inc.194.97KJun 30, 18+18.96K0.02%
PEAK6 Group LLC1.02KJun 30, 18-4.66K0.00%
Edge Advisors, LLC--Jun 30, 18-27--
DREMAN VALUE MANAGEMENT, L L C141Mar 31, 18--0.00%
Delpha Capital Management, LLC--Mar 31, 18-300--
BB&T INVESTMENT SERVICES, INC.199Dec 31, 17--0.00%
Acrospire Investment Management LLC--Sep 30, 17-405--
CAPSTONE ASSET MANAGEMENT CO327.71KJun 30, 17+3220.03%
Virtu KCG Holdings LLC13.73KJun 30, 17+13.73K0.00%
1st Global Advisors, Inc.13.63KJun 30, 17-1.00K0.00%
Airain ltd10.73KJun 30, 17+10.73K0.00%
ABERDEEN ASSET MANAGEMENT PLC/UK8.50KJun 30, 17--0.00%
Commonwealth Equity Services, Inc4.67KJun 30, 17+4.67K0.00%
Forester Capital Management, LTD2.97KJun 30, 17-1.15K0.00%
WFG Advisors, LP91Jun 30, 17+910.00%
Calvert Investment Management, Inc.21.66KDec 31, 16-1350.00%
KANALY TRUST CO3.13KDec 31, 16+5650.00%
CenterStar Fund, LLC961Dec 31, 16+9610.00%
MSI Financial Services Inc779Dec 31, 16-320.00%
BlackRock Investment Management, LLC--Dec 31, 16-352--
Nichols Asset Management LLC13.81KSep 30, 16--0.00%
WESTPORT RESOURCES MANAGEMENT INC90Sep 30, 16--0.00%
SOCIETE GENERALE108.03KJun 30, 16+108.03K0.01%
Apex Capital Management39.03KMar 31, 16+13.13K0.00%
Gupta Wealth Management LLC--Mar 31, 16-363--
OFI Advisors LLC8.52KSep 30, 15-4850.00%
Aris Wealth Services, Inc.202Sep 30, 15-950.00%
MANAGED ACCOUNT ADVISORS LLC2.76MJun 30, 15+290.83K0.22%
ICC CAPITAL MANAGEMENT INC/19.56KMar 31, 15+19.56K0.00%
Mariner Wealth Advisors-NYC, LLC112Mar 31, 15+1120.00%
BOSTON PRIVATE BANK & TRUST CO65Mar 31, 15--0.00%
Placemark Investments, Inc.26.12KDec 31, 14-1.30K0.00%
UBS AG15.28KSep 30, 14-1.40K0.00%
HANSBERGER GLOBAL INVESTORS INC/FL43.04KJun 30, 14--0.00%
WILMINGTON TRUST CO24.74KJun 30, 14+24.74K0.00%
Wilmington Trust, National Association11.94KJun 30, 14+11.94K0.00%
SAC Capital Advisors LP--Mar 31, 14-14.78K--
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD18.46KDec 31, 13--0.00%
Jane Street Holding, LLC5.60KDec 31, 13-37.70K0.00%
KNIGHT CAPITAL GROUP LLC--Jun 30, 13-20.50K--
First Allied Securities, Inc.500Jun 30, 12--0.00%
FREESTONE CAPITAL MANAGEMENT LLC10.99KDec 31, 09+10.99K0.00%
RBC Dominion Securities Inc.--Dec 31, 08-160--
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.