PUK(PUK)
PUK
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| QRG CAPITAL MANAGEMENT, INC. | 192.20K | Mar 31, 26 | +61.91K | 0.02% |
| Gradient Investments LLC | 172.57K | Mar 31, 26 | +98.66K | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 71.92K | Mar 31, 26 | -13.82K | 0.01% |
| Skopos Labs, Inc. | 62.49K | Mar 31, 26 | +22.58K | 0.00% |
| Ethic Inc. | 61.41K | Mar 31, 26 | +6.73K | 0.00% |
| DAVENPORT & Co LLC | 58.62K | Mar 31, 26 | -3.74K | 0.00% |
| Mondrian Investment Partners LTD | 44.28K | Mar 31, 26 | -118 | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 42.01K | Mar 31, 26 | +7.67K | 0.00% |
| Stratos Wealth Partners, LTD. | 32.27K | Mar 31, 26 | +4.18K | 0.00% |
| PARK AVENUE SECURITIES LLC | 30.45K | Mar 31, 26 | +4.16K | 0.00% |
| SIGNATUREFD, LLC | 29.93K | Mar 31, 26 | +1.16K | 0.00% |
| Legacy Wealth Asset Management, LLC | 27.31K | Mar 31, 26 | +41 | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26.73K | Mar 31, 26 | -11.27K | 0.00% |
| Aaron Wealth Advisors LLC | 25.86K | Mar 31, 26 | +9.17K | 0.00% |
| Vise Technologies, Inc. | 22.75K | Mar 31, 26 | -- | 0.00% |
| Merit Financial Group, LLC | 19.16K | Mar 31, 26 | +488 | 0.00% |
| Versant Capital Management, Inc | 18.89K | Mar 31, 26 | +3.95K | 0.00% |
| Naviter Wealth, LLC | 18.39K | Mar 31, 26 | +1.97K | 0.00% |
| Sterling Capital Management LLC | 17.41K | Mar 31, 26 | -4.88K | 0.00% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 14.20K | Mar 31, 26 | -- | 0.00% |
| Concurrent Investment Advisors, LLC | 13.20K | Mar 31, 26 | -5.63K | 0.00% |
| Venturi Wealth Management, LLC | 12.89K | Mar 31, 26 | +2.50K | 0.00% |
| TRUIST FINANCIAL CORP | 10.86K | Mar 31, 26 | +2.39K | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.30K | Mar 31, 26 | +432 | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 10.12K | Mar 31, 26 | +10.12K | 0.00% |
| Kathmere Capital Management, LLC | 10.05K | Mar 31, 26 | +2.14K | 0.00% |
| GAMMA Investing LLC | 9.70K | Mar 31, 26 | +567 | 0.00% |
| PDS Planning, Inc | 9.55K | Mar 31, 26 | +436 | 0.00% |
| PAX Financial Group, LLC | 7.69K | Mar 31, 26 | +7.69K | 0.00% |
| Janney Montgomery Scott LLC | 7.67K | Mar 31, 26 | -- | 0.00% |
| Trust Point Inc. | 7.29K | Mar 31, 26 | -629 | 0.00% |
| Farther Finance Advisors, LLC | 5.13K | Mar 31, 26 | +1.40K | 0.00% |
| Ronald Blue Trust, Inc. | 4.09K | Mar 31, 26 | -- | 0.00% |
| Grove Bank & Trust | 1.23K | Mar 31, 26 | +25 | 0.00% |
| V-Square Quantitative Management LLC | 751 | Mar 31, 26 | +751 | 0.00% |
| True Wealth Design, LLC | 694 | Mar 31, 26 | +356 | 0.00% |
| Sound Income Strategies, LLC | 612 | Mar 31, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 478 | Mar 31, 26 | +478 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 401 | Mar 31, 26 | +274 | 0.00% |
| Root Financial Partners, LLC | 372 | Mar 31, 26 | +1 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 337 | Mar 31, 26 | +18 | 0.00% |
| SJS Investment Consulting Inc. | 282 | Mar 31, 26 | +23 | 0.00% |
| FINANCIAL CONSULATE, INC | 270 | Mar 31, 26 | +87 | 0.00% |
| Retirement Wealth Solutions LLC | 246 | Mar 31, 26 | +138 | 0.00% |
| SBI Securities Co., Ltd. | 225 | Mar 31, 26 | -304 | 0.00% |
| Stone House Investment Management, LLC | 219 | Mar 31, 26 | +82 | 0.00% |
| Spire Wealth Management | 218 | Mar 31, 26 | -9 | 0.00% |
| IFP Advisors, Inc | 175 | Mar 31, 26 | +20 | 0.00% |
| Physician Wealth Advisors, Inc. | 153 | Mar 31, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 145 | Mar 31, 26 | -- | 0.00% |
| JNBA Financial Advisors | 133 | Mar 31, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 119 | Mar 31, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 96 | Mar 31, 26 | +96 | 0.00% |
| Nemes Rush Group LLC | 85 | Mar 31, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 63 | Mar 31, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 62 | Mar 31, 26 | +62 | 0.00% |
| Arlington Trust Co LLC | 23 | Mar 31, 26 | +23 | 0.00% |
| Trust Co | 22 | Mar 31, 26 | -- | 0.00% |
| American Capital Advisory, LLC | 20 | Mar 31, 26 | -- | 0.00% |
| Abound Wealth Management | 11 | Mar 31, 26 | -- | 0.00% |
| Mosley Wealth Management | 10 | Mar 31, 26 | +10 | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 4 | Mar 31, 26 | -- | 0.00% |
| Forum Financial Management, LP | -- | Mar 31, 26 | -7.18K | -- |
| Murphy & Mullick Capital Management Corp | -- | Mar 31, 26 | -2 | -- |
| Impact Investors, Inc | -- | Mar 31, 26 | -6.98K | -- |
| HM PAYSON & CO | -- | Mar 31, 26 | -66 | -- |
| Bangor Savings Bank | -- | Mar 31, 26 | -317 | -- |
| Abel Hall, LLC | -- | Mar 31, 26 | -9.27K | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Mar 31, 26 | -6.84K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Mar 31, 26 | -72.11K | -- |
| CENTRAL TRUST Co | -- | Mar 31, 26 | -90 | -- |
| MORGAN STANLEY | 4.87M | Dec 31, 25 | +2.15M | 0.38% |
| BANK OF AMERICA CORP /DE/ | 4.23M | Dec 31, 25 | +1.23M | 0.33% |
| FMR LLC | 3.72M | Dec 31, 25 | +735.71K | 0.29% |
| GOLDMAN SACHS GROUP INC | 2.80M | Dec 31, 25 | -142.11K | 0.22% |
| DIMENSIONAL FUND ADVISORS LP | 2.59M | Dec 31, 25 | +1.01M | 0.20% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.10M | Dec 31, 25 | +25.55K | 0.17% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 1.51M | Dec 31, 25 | +33.47K | 0.12% |
| NORTHERN TRUST CORP | 1.45M | Dec 31, 25 | +4.91K | 0.11% |
| BlackRock, Inc. | 1.26M | Dec 31, 25 | +53.30K | 0.10% |
| Connor, Clark & Lunn Investment Management Ltd. | 791.42K | Dec 31, 25 | +791.42K | 0.06% |
| AMERICAN CENTURY COMPANIES INC | 472.29K | Dec 31, 25 | +91.48K | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 459.08K | Dec 31, 25 | -99.01K | 0.04% |
| Quantinno Capital Management LP | 438.97K | Dec 31, 25 | +59.20K | 0.03% |
| SEI INVESTMENTS CO | 278.57K | Dec 31, 25 | +12.87K | 0.02% |
| Solel Partners LP | 266.59K | Dec 31, 25 | -- | 0.02% |
| ROYAL BANK OF CANADA | 260.73K | Dec 31, 25 | -21.36K | 0.02% |
| Pathstone Holdings, LLC | 250.60K | Dec 31, 25 | +10.73K | 0.02% |
| WELLS FARGO & COMPANY/MN | 242.05K | Dec 31, 25 | -6.90K | 0.02% |
| ABC ARBITRAGE SA | 236.43K | Dec 31, 25 | -521.90K | 0.02% |
| JPMORGAN CHASE & CO | 234.42K | Dec 31, 25 | -384.06K | 0.02% |
| Creative Planning | 233.25K | Dec 31, 25 | +19.55K | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 210.64K | Dec 31, 25 | +27.44K | 0.02% |
| UBS Group AG | 177.60K | Dec 31, 25 | +18.06K | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 170.69K | Dec 31, 25 | -6.43K | 0.01% |
| NATIXIS ADVISORS, L.P. | 162.25K | Dec 31, 25 | -78.90K | 0.01% |
| CITADEL ADVISORS LLC | 146.41K | Dec 31, 25 | +19.52K | 0.01% |
| AMG National Trust Bank | 136.72K | Dec 31, 25 | -581 | 0.01% |
| XTX Topco Ltd | 113.20K | Dec 31, 25 | +100.61K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 105.58K | Dec 31, 25 | +29.44K | 0.01% |
| Crossmark Global Holdings, Inc. | 102.97K | Dec 31, 25 | -12.96K | 0.01% |
| AMERIPRISE FINANCIAL INC | 96.51K | Dec 31, 25 | -21.36K | 0.01% |
| Madison Asset Management, LLC | 94.88K | Dec 31, 25 | -4.64K | 0.01% |
| DEUTSCHE BANK AG\ | 92.08K | Dec 31, 25 | +92.08K | 0.01% |
| Bank of New York Mellon Corp | 90.78K | Dec 31, 25 | -147.02K | 0.01% |
| PICTON MAHONEY ASSET MANAGEMENT | 90.00K | Dec 31, 25 | +90.00K | 0.01% |
| Mariner, LLC | 83.28K | Dec 31, 25 | +6.85K | 0.01% |
| Vestmark Advisory Solutions, Inc. | 83.09K | Dec 31, 25 | +60.01K | 0.01% |
| LPL Financial LLC | 78.33K | Dec 31, 25 | +1.32K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 77.82K | Dec 31, 25 | +15.88K | 0.01% |
| Nuveen, LLC | 65.06K | Dec 31, 25 | -523 | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 55.97K | Dec 31, 25 | -738 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 53.07K | Dec 31, 25 | -126 | 0.00% |
| Callan Family Office, LLC | 52.37K | Dec 31, 25 | +32.02K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 51.52K | Dec 31, 25 | +23.09K | 0.00% |
| CITIGROUP INC | 47.80K | Dec 31, 25 | +2.69K | 0.00% |
| Brinker Capital Investments, LLC | 47.36K | Dec 31, 25 | +6.64K | 0.00% |
| Russell Investments Group, Ltd. | 46.49K | Dec 31, 25 | +7.81K | 0.00% |
| Optiver Holding B.V. | 45.89K | Dec 31, 25 | -1.20M | 0.00% |
| TWO SIGMA ADVISERS, LP | 44.80K | Dec 31, 25 | +12.80K | 0.00% |
| Mondrian Investment Partners LTD | 44.39K | Dec 31, 25 | +44.39K | 0.00% |
| Skopos Labs, Inc. | 39.91K | Dec 31, 25 | +24.16K | 0.00% |
| MML INVESTORS SERVICES, LLC | 39.88K | Dec 31, 25 | +26.65K | 0.00% |
| Atria Investments, Inc | 38.38K | Dec 31, 25 | -998 | 0.00% |
| US BANCORP \DE\ | 31.26K | Dec 31, 25 | +1.37K | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 30.02K | Dec 31, 25 | -1.43K | 0.00% |
| RHUMBLINE ADVISERS | 29.86K | Dec 31, 25 | +18.43K | 0.00% |
| BANK OF MONTREAL /CAN/ | 29.83K | Dec 31, 25 | -1.01M | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 29.19K | Dec 31, 25 | +7.13K | 0.00% |
| NewEdge Wealth, LLC | 28.52K | Dec 31, 25 | +3.52K | 0.00% |
| Catalytic Wealth RIA, LLC | 28.30K | Dec 31, 25 | +1.68K | 0.00% |
| GeoWealth Management, LLC | 28.10K | Dec 31, 25 | +5.51K | 0.00% |
| Cerity Partners LLC | 28.07K | Dec 31, 25 | +2.86K | 0.00% |
| Wealth Alliance | 26.73K | Dec 31, 25 | -556 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 26.70K | Dec 31, 25 | -781.35K | 0.00% |
| FIRST TRUST ADVISORS LP | 25.84K | Dec 31, 25 | +4.97K | 0.00% |
| EARNEST PARTNERS LLC | 25.83K | Dec 31, 25 | -3.43K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25.24K | Dec 31, 25 | +5.73K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 24.89K | Dec 31, 25 | -207 | 0.00% |
| Colony Group, LLC | 23.93K | Dec 31, 25 | +23.93K | 0.00% |
| Atomi Financial Group, Inc. | 23.75K | Dec 31, 25 | +2.58K | 0.00% |
| FLOW TRADERS U.S. LLC | 22.75K | Dec 31, 25 | +22.75K | 0.00% |
| SYON CAPITAL LLC | 22.38K | Dec 31, 25 | +1.23K | 0.00% |
| Cetera Investment Advisers | 22.30K | Dec 31, 25 | +1.80K | 0.00% |
| Atlatl Advisers LLC | 21.71K | Dec 31, 25 | -220 | 0.00% |
| Gallacher Capital Management LLC | 20.18K | Dec 31, 25 | -19 | 0.00% |
| Ballentine Partners, LLC | 20.00K | Dec 31, 25 | +1.67K | 0.00% |
| LAIRD NORTON TRUST COMPANY, LLC | 18.84K | Dec 31, 25 | +18.84K | 0.00% |
| NewEdge Advisors, LLC | 18.80K | Dec 31, 25 | +3.37K | 0.00% |
| Caprock Group, LLC | 18.68K | Dec 31, 25 | +7.33K | 0.00% |
| Savant Capital, LLC | 18.25K | Dec 31, 25 | +940 | 0.00% |
| Vident Advisory, LLC | 18.16K | Dec 31, 25 | -8.45K | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 17.89K | Dec 31, 25 | +919 | 0.00% |
| HighTower Advisors, LLC | 17.80K | Dec 31, 25 | +60 | 0.00% |
| Neuberger Berman Group LLC | 17.78K | Dec 31, 25 | +3.00K | 0.00% |
| FRANKLIN RESOURCES INC | 17.13K | Dec 31, 25 | -516 | 0.00% |
| SHELTON CAPITAL MANAGEMENT | 16.38K | Dec 31, 25 | -10.72K | 0.00% |
| JANE STREET GROUP, LLC | 16.12K | Dec 31, 25 | -108.99K | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15.76K | Dec 31, 25 | +15.76K | 0.00% |
| IEQ CAPITAL, LLC | 15.22K | Dec 31, 25 | +2.94K | 0.00% |
| CHOREO, LLC | 14.76K | Dec 31, 25 | +1.25K | 0.00% |
| HRT FINANCIAL LP | 14.22K | Dec 31, 25 | +14.22K | 0.00% |
| Smartleaf Asset Management LLC | 13.78K | Dec 31, 25 | +4.12K | 0.00% |
| Centiva Capital, LP | 13.78K | Dec 31, 25 | +13.78K | 0.00% |
| Sequoia Financial Advisors, LLC | 13.32K | Dec 31, 25 | +63 | 0.00% |
| Allspring Global Investments Holdings, LLC | 13.11K | Dec 31, 25 | +851 | 0.00% |
| STIFEL FINANCIAL CORP | 12.00K | Dec 31, 25 | +3.14K | 0.00% |
| Valeo Financial Advisors, LLC | 11.44K | Dec 31, 25 | +1.16K | 0.00% |
| AlphaCore Capital LLC | 11.32K | Dec 31, 25 | -770 | 0.00% |
| CAPITAL FUND MANAGEMENT S.A. | 11.12K | Dec 31, 25 | -- | 0.00% |
| CI Private Wealth, LLC | 11.04K | Dec 31, 25 | -1.88K | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 10.45K | Dec 31, 25 | +328 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 10.18K | Dec 31, 25 | +251 | 0.00% |
| Dynasty Wealth Management, LLC | 10.13K | Dec 31, 25 | +10.13K | 0.00% |
| M&T BANK CORP | 10.08K | Dec 31, 25 | +593 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.85K | Dec 31, 25 | +817 | 0.00% |
| May Hill Capital, LLC | 9.75K | Dec 31, 25 | +9.75K | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 9.48K | Dec 31, 25 | +194 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 9.35K | Dec 31, 25 | -21 | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.12K | Dec 31, 25 | +9.12K | 0.00% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 8.95K | Dec 31, 25 | +1.07K | 0.00% |
| Net Worth Advisory Group | 8.88K | Dec 31, 25 | +8.88K | 0.00% |
| Federation des caisses Desjardins du Quebec | 8.40K | Dec 31, 25 | +6.50K | 0.00% |
| Cetera Trust Company, N.A | 8.24K | Dec 31, 25 | +1.38K | 0.00% |
| Kathmere Capital Management, LLC | 7.91K | Dec 31, 25 | +7.91K | 0.00% |
| GLENMEDE TRUST CO NA | 7.60K | Dec 31, 25 | +7.60K | 0.00% |
| HARRIS ASSOCIATES L P | 7.52K | Dec 31, 25 | +25 | 0.00% |
| Parallel Advisors, LLC | 7.30K | Dec 31, 25 | +41 | 0.00% |
| Rehmann Capital Advisory Group | 7.23K | Dec 31, 25 | +7.23K | 0.00% |
| West Family Investments, Inc. | 7.02K | Dec 31, 25 | +7.02K | 0.00% |
| Impact Investors, Inc | 6.98K | Dec 31, 25 | -301 | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 6.84K | Dec 31, 25 | +6.84K | 0.00% |
| XPONANCE, INC. | 6.80K | Dec 31, 25 | +6.80K | 0.00% |
| Meridian Wealth Management, LLC | 6.66K | Dec 31, 25 | +6.66K | 0.00% |
| Dorsey & Whitney Trust CO LLC | 6.66K | Dec 31, 25 | +6.66K | 0.00% |
| EverSource Wealth Advisors, LLC | 6.41K | Dec 31, 25 | +359 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 6.09K | Dec 31, 25 | -568 | 0.00% |
| Global Retirement Partners, LLC | 5.72K | Dec 31, 25 | -2.02K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 5.67K | Dec 31, 25 | +5.67K | 0.00% |
| Rockefeller Capital Management L.P. | 5.61K | Dec 31, 25 | +3.60K | 0.00% |
| ALLIANZ SE | 5.10K | Dec 31, 25 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 4.86K | Dec 31, 25 | +77 | 0.00% |
| Kestra Advisory Services, LLC | 4.52K | Dec 31, 25 | +4.52K | 0.00% |
| Caitong International Asset Management Co., Ltd | 3.61K | Dec 31, 25 | +3.51K | 0.00% |
| PARADIGM ASSET MANAGEMENT CO LLC | 3.30K | Dec 31, 25 | -- | 0.00% |
| Bruce G. Allen Investments, LLC | 2.75K | Dec 31, 25 | -75 | 0.00% |
| Community Bank, N.A. | 2.48K | Dec 31, 25 | -- | 0.00% |
| CWM, LLC | 2.37K | Dec 31, 25 | -25 | 0.00% |
| MAI Capital Management | 1.92K | Dec 31, 25 | -54 | 0.00% |
| Larson Financial Group LLC | 1.78K | Dec 31, 25 | +121 | 0.00% |
| ASSETMARK, INC | 1.75K | Dec 31, 25 | +114 | 0.00% |
| Allworth Financial LP | 1.50K | Dec 31, 25 | +480 | 0.00% |
| BESSEMER GROUP INC | 1.37K | Dec 31, 25 | +354 | 0.00% |
| GROUP ONE TRADING, L.P. | 1.18K | Dec 31, 25 | +695 | 0.00% |
| Westside Investment Management, Inc. | 1.07K | Dec 31, 25 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1.06K | Dec 31, 25 | +20 | 0.00% |
| WPG Advisers, LLC | 839 | Dec 31, 25 | -35 | 0.00% |
| Manchester Capital Management LLC | 794 | Dec 31, 25 | +728 | 0.00% |
| Salomon & Ludwin, LLC | 650 | Dec 31, 25 | +21 | 0.00% |
| Steward Partners Investment Advisory, LLC | 480 | Dec 31, 25 | -- | 0.00% |
| Bare Financial Services, Inc | 397 | Dec 31, 25 | -- | 0.00% |
| Cornerstone Planning Group LLC | 375 | Dec 31, 25 | +364 | 0.00% |
| CIBC Private Wealth Group, LLC | 372 | Dec 31, 25 | +277 | 0.00% |
| Parkside Financial Bank & Trust | 366 | Dec 31, 25 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 302 | Dec 31, 25 | -813 | 0.00% |
| SageView Advisory Group, LLC | 290 | Dec 31, 25 | +290 | 0.00% |
| HighMark Wealth Management LLC | 279 | Dec 31, 25 | -111 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 265 | Dec 31, 25 | +265 | 0.00% |
| MANNING & NAPIER ADVISORS LLC | 202 | Dec 31, 25 | +202 | 0.00% |
| FEDERATED HERMES, INC. | 187 | Dec 31, 25 | -19 | 0.00% |
| WealthCollab, LLC | 187 | Dec 31, 25 | -- | 0.00% |
| GW&K Investment Management, LLC | 186 | Dec 31, 25 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 144 | Dec 31, 25 | -- | 0.00% |
| UMB Bank, n.a. | 139 | Dec 31, 25 | -- | 0.00% |
| Geneos Wealth Management Inc. | 99 | Dec 31, 25 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 80 | Dec 31, 25 | -- | 0.00% |
| IMA Wealth, Inc. | 80 | Dec 31, 25 | +80 | 0.00% |
| Principia Wealth Advisory, LLC | 78 | Dec 31, 25 | -- | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 60 | Dec 31, 25 | -- | 0.00% |
| Ancora Advisors, LLC | 54 | Dec 31, 25 | +54 | 0.00% |
| Kilter Group LLC | 54 | Dec 31, 25 | +54 | 0.00% |
| FIFTH THIRD BANCORP | 49 | Dec 31, 25 | -138 | 0.00% |
| Private Wealth Asset Management, LLC | 44 | Dec 31, 25 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 44 | Dec 31, 25 | -345.15K | 0.00% |
| Smithfield Trust Co | 36 | Dec 31, 25 | +36 | 0.00% |
| TD Waterhouse Canada Inc. | 36 | Dec 31, 25 | -35 | 0.00% |
| LRI Investments, LLC | 36 | Dec 31, 25 | -- | 0.00% |
| Independence Bank of Kentucky | 26 | Dec 31, 25 | +26 | 0.00% |
| HUNTINGTON NATIONAL BANK | 25 | Dec 31, 25 | -175 | 0.00% |
| American Capital Advisory, LLC | 20 | Dec 31, 25 | -1 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 14 | Dec 31, 25 | +14 | 0.00% |
| Whipplewood Advisors, LLC | 14 | Dec 31, 25 | +14 | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 14 | Dec 31, 25 | +14 | 0.00% |
| Transamerica Financial Advisors, Inc. | 12 | Dec 31, 25 | +1 | 0.00% |
| TD Capital Management LLC | 10 | Dec 31, 25 | +10 | 0.00% |
| Turning Point Benefit Group, Inc. | 9 | Dec 31, 25 | -- | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | Dec 31, 25 | -- | 0.00% |
| MILLENNIUM MANAGEMENT LLC | -- | Dec 31, 25 | -110.03K | -- |
| Frazier Financial Advisors, LLC | -- | Dec 31, 25 | -15 | -- |
| DRW Securities, LLC | -- | Dec 31, 25 | -15.31K | -- |
| BARCLAYS PLC | -- | Dec 31, 25 | -30.00K | -- |
| Johnson Financial Group, Inc. | -- | Dec 31, 25 | -707 | -- |
| BRYN MAWR TRUST Co | -- | Dec 31, 25 | -189 | -- |
| Horizon Investments, LLC | -- | Dec 31, 25 | -21 | -- |
| Schonfeld Strategic Advisors LLC | -- | Dec 31, 25 | -55.97K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -1.95K | -- |
| MACQUARIE GROUP LTD | -- | Dec 31, 25 | -639 | -- |
| Point72 Asset Management, L.P. | -- | Dec 31, 25 | -17.52K | -- |
| Wealthspire Advisors, LLC | -- | Dec 31, 25 | -505 | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -38 | -- |
| MARSHALL WACE, LLP | -- | Dec 31, 25 | -357.11K | -- |
| First Command Advisory Services, Inc. | -- | Dec 31, 25 | -96 | -- |
| ExodusPoint Capital Management, LP | -- | Dec 31, 25 | -9.67K | -- |
| Headlands Technologies LLC | -- | Dec 31, 25 | -10.03K | -- |
| Kovitz Investment Group Partners, LLC | -- | Dec 31, 25 | -18.55K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -836 | -- |
| Aquatic Capital Management LLC | -- | Dec 31, 25 | -57.59K | -- |
| Farringdon Capital, Ltd. | -- | Dec 31, 25 | -67.02K | -- |
| Advisors Preferred, LLC | -- | Dec 31, 25 | -33.02K | -- |
| First Affirmative Financial Network | 26.38K | Sep 30, 25 | +2.22K | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 7.30K | Sep 30, 25 | +7.30K | 0.00% |
| Binnacle Investments Inc | 131 | Sep 30, 25 | -29 | 0.00% |
| First Horizon Advisors, Inc. | 519 | Jun 30, 25 | +32 | 0.00% |
| Orion Portfolio Solutions, LLC | 16.72K | Mar 31, 25 | +16.72K | 0.00% |
| Callan Capital, LLC | 10.24K | Mar 31, 25 | +10.24K | 0.00% |
| Lindbrook Capital, LLC | 1.31K | Mar 31, 25 | +562 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 181 | Mar 31, 25 | -26 | 0.00% |
| Madison Investment Advisors, LLC | 120.28K | Dec 31, 24 | +120.28K | 0.01% |
| Nuveen Asset Management, LLC | 100.71K | Dec 31, 24 | -24.40K | 0.01% |
| AlphaMark Advisors, LLC | 500 | Dec 31, 24 | -- | 0.00% |
| Zions Bancorporation, N.A. | -- | Dec 31, 24 | -256 | -- |
| RAYMOND JAMES & ASSOCIATES | 235.72K | Sep 30, 24 | +6.04K | 0.02% |
| First Trust Direct Indexing L.P. | 13.83K | Sep 30, 24 | -4.95K | 0.00% |
| RAYMOND JAMES TRUST N.A. | 11.41K | Sep 30, 24 | +231 | 0.00% |
| FinTrust Capital Advisors, LLC | 830 | Sep 30, 24 | +221 | 0.00% |
| ClariVest Asset Management LLC | 23 | Sep 30, 24 | -- | 0.00% |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -6.44K | -- |
| BlackRock Inc. | 2.88M | Jun 30, 24 | +44.04K | 0.23% |
| Credential Qtrade Securities Inc. | 139 | Mar 31, 24 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 77.54K | Sep 30, 23 | +17.92K | 0.01% |
| ADVISOR PARTNERS II, LLC | 14.36K | Sep 30, 23 | +576 | 0.00% |
| KB FINANCIAL PARTNERS, LLC | 73 | Sep 30, 23 | -- | 0.00% |
| Quantamental Technologies LLC | -- | Sep 30, 23 | -8.54K | -- |
| Column Capital Advisors, LLC | -- | Sep 30, 23 | -112 | -- |
| THOMAS WHITE INTERNATIONAL LTD | 226.40K | Jun 30, 23 | -6.53K | 0.02% |
| Vident Investment Advisory, LLC | 11.51K | Jun 30, 23 | +3.42K | 0.00% |
| Endurance Wealth Management, Inc. | 68 | Jun 30, 23 | -- | 0.00% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 120 | Mar 31, 23 | -- | 0.00% |
| BLUESTEIN R H & CO LLC | 10.00K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.19K | Sep 30, 22 | +1.19K | 0.00% |
| American Portfolios Advisors | 181 | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | 138 | Sep 30, 22 | -- | 0.00% |
| Covington Capital Management | 89 | Sep 30, 22 | +89 | 0.00% |
| ADVISOR PARTNERS LLC | 12.45K | Jun 30, 22 | -5.45K | 0.00% |
| BREWIN DOLPHIN LTD | 2.85K | Jun 30, 22 | -770 | 0.00% |
| Fieldpoint Private Securities, LLC | 275 | Jun 30, 22 | -70 | 0.00% |
| Private Capital Group, LLC | 244 | Jun 30, 22 | -564 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1.85M | Mar 31, 22 | +346.18K | 0.15% |
| Freedman Financial Associates, Inc. | 383 | Mar 31, 22 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 192 | Dec 31, 21 | -110 | 0.00% |
| NEXT Financial Group, Inc | 62 | Dec 31, 21 | +15 | 0.00% |
| BBVA USA | 47.20K | Sep 30, 21 | -2.92K | 0.00% |
| Berman Capital Advisors, LLC | 755 | Sep 30, 21 | +67 | 0.00% |
| Sonora Investment Management, LLC | 200 | Sep 30, 21 | -- | 0.00% |
| Marshall Wace North America L.P. | -- | Sep 30, 21 | -27.08K | -- |
| USCA RIA LLC | 48.67K | Jun 30, 21 | -45 | 0.00% |
| PNC Managed Account Solutions, Inc. | 1.86K | Jun 30, 21 | +1.86K | 0.00% |
| BBVA USA Bancshares, Inc. | 50.92K | Mar 31, 21 | +1.06K | 0.00% |
| Aperio Group, LLC | 442.45K | Dec 31, 20 | -28.10K | 0.03% |
| CARILLON TOWER ADVISERS, INC. | 285.17K | Dec 31, 20 | -23.53K | 0.02% |
| OLD MISSION CAPITAL, LLC | 179.72K | Dec 31, 20 | +179.72K | 0.01% |
| Hansberger Growth Investors, LP | 133.20K | Sep 30, 20 | +7.80K | 0.01% |
| ETRADE Capital Management LLC | 102.12K | Sep 30, 20 | -6.42K | 0.01% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 244 | Sep 30, 20 | -- | 0.00% |
| BRINKER CAPITAL INC | 78.89K | Jun 30, 20 | -54.00K | 0.01% |
| NumerixS Investment Technologies Inc | 2.41K | Jun 30, 20 | +400 | 0.00% |
| Lenox Wealth Management, Inc. | 323 | Jun 30, 20 | -209 | 0.00% |
| Advisor Group, Inc. | 20.15K | Dec 31, 19 | +2.32K | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.12K | Dec 31, 19 | -3.42K | 0.00% |
| HARTWELL J M LIMITED PARTNERSHIP | 14.00K | Sep 30, 19 | -- | 0.00% |
| CAPITAL GUARDIAN TRUST CO | 507.77K | Jun 30, 19 | +10.11K | 0.04% |
| Ostrum Asset Management U.S., LLC | 553 | Mar 31, 19 | -- | 0.00% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 350 | Mar 31, 19 | -- | 0.00% |
| NEXT Financial Holdings | 36 | Mar 31, 19 | +36 | 0.00% |
| Financial Gravity Companies, Inc. | 11 | Dec 31, 18 | +11 | 0.00% |
| Zions Bancorporation | 1.24K | Sep 30, 18 | +5 | 0.00% |
| Salient Private Client, LLC | -- | Sep 30, 18 | -10.35K | -- |
| Credential Securities Inc. | 194.97K | Jun 30, 18 | +18.96K | 0.02% |
| PEAK6 Group LLC | 1.02K | Jun 30, 18 | -4.66K | 0.00% |
| Edge Advisors, LLC | -- | Jun 30, 18 | -27 | -- |
| DREMAN VALUE MANAGEMENT, L L C | 141 | Mar 31, 18 | -- | 0.00% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -300 | -- |
| BB&T INVESTMENT SERVICES, INC. | 199 | Dec 31, 17 | -- | 0.00% |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -405 | -- |
| CAPSTONE ASSET MANAGEMENT CO | 327.71K | Jun 30, 17 | +322 | 0.03% |
| Virtu KCG Holdings LLC | 13.73K | Jun 30, 17 | +13.73K | 0.00% |
| 1st Global Advisors, Inc. | 13.63K | Jun 30, 17 | -1.00K | 0.00% |
| Airain ltd | 10.73K | Jun 30, 17 | +10.73K | 0.00% |
| ABERDEEN ASSET MANAGEMENT PLC/UK | 8.50K | Jun 30, 17 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 4.67K | Jun 30, 17 | +4.67K | 0.00% |
| Forester Capital Management, LTD | 2.97K | Jun 30, 17 | -1.15K | 0.00% |
| WFG Advisors, LP | 91 | Jun 30, 17 | +91 | 0.00% |
| Calvert Investment Management, Inc. | 21.66K | Dec 31, 16 | -135 | 0.00% |
| KANALY TRUST CO | 3.13K | Dec 31, 16 | +565 | 0.00% |
| CenterStar Fund, LLC | 961 | Dec 31, 16 | +961 | 0.00% |
| MSI Financial Services Inc | 779 | Dec 31, 16 | -32 | 0.00% |
| BlackRock Investment Management, LLC | -- | Dec 31, 16 | -352 | -- |
| Nichols Asset Management LLC | 13.81K | Sep 30, 16 | -- | 0.00% |
| WESTPORT RESOURCES MANAGEMENT INC | 90 | Sep 30, 16 | -- | 0.00% |
| SOCIETE GENERALE | 108.03K | Jun 30, 16 | +108.03K | 0.01% |
| Apex Capital Management | 39.03K | Mar 31, 16 | +13.13K | 0.00% |
| Gupta Wealth Management LLC | -- | Mar 31, 16 | -363 | -- |
| OFI Advisors LLC | 8.52K | Sep 30, 15 | -485 | 0.00% |
| Aris Wealth Services, Inc. | 202 | Sep 30, 15 | -95 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 2.76M | Jun 30, 15 | +290.83K | 0.22% |
| ICC CAPITAL MANAGEMENT INC/ | 19.56K | Mar 31, 15 | +19.56K | 0.00% |
| Mariner Wealth Advisors-NYC, LLC | 112 | Mar 31, 15 | +112 | 0.00% |
| BOSTON PRIVATE BANK & TRUST CO | 65 | Mar 31, 15 | -- | 0.00% |
| Placemark Investments, Inc. | 26.12K | Dec 31, 14 | -1.30K | 0.00% |
| UBS AG | 15.28K | Sep 30, 14 | -1.40K | 0.00% |
| HANSBERGER GLOBAL INVESTORS INC/FL | 43.04K | Jun 30, 14 | -- | 0.00% |
| WILMINGTON TRUST CO | 24.74K | Jun 30, 14 | +24.74K | 0.00% |
| Wilmington Trust, National Association | 11.94K | Jun 30, 14 | +11.94K | 0.00% |
| SAC Capital Advisors LP | -- | Mar 31, 14 | -14.78K | -- |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 18.46K | Dec 31, 13 | -- | 0.00% |
| Jane Street Holding, LLC | 5.60K | Dec 31, 13 | -37.70K | 0.00% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -20.50K | -- |
| First Allied Securities, Inc. | 500 | Jun 30, 12 | -- | 0.00% |
| FREESTONE CAPITAL MANAGEMENT LLC | 10.99K | Dec 31, 09 | +10.99K | 0.00% |
| RBC Dominion Securities Inc. | -- | Dec 31, 08 | -160 | -- |