SHG(SHG)
SHG
Institutional Ownership
Top 374 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 17.60K | Jun 30, 26 | -1.11K | 0.00% |
| GAMMA Investing LLC | 8.70K | Jun 30, 26 | +3.81K | 0.00% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 6.29K | Jun 30, 26 | +491 | 0.00% |
| Foster Group, Inc. | 6.13K | Jun 30, 26 | +1.23K | 0.00% |
| Valeo Financial Advisors, LLC | 3.37K | Jun 30, 26 | +3.37K | 0.00% |
| Dynamic Advisor Solutions LLC | 3.32K | Jun 30, 26 | +3.32K | 0.00% |
| JFS WEALTH ADVISORS, LLC | 563 | Jun 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 368 | Jun 30, 26 | +368 | 0.00% |
| Versant Capital Management, Inc | 116 | Jun 30, 26 | +57 | 0.00% |
| Kozak & Associates, Inc. | 69 | Jun 30, 26 | -- | 0.00% |
| Dogwood Wealth Management LLC | 36 | Jun 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 28 | Jun 30, 26 | +28 | 0.00% |
| Financial Management Professionals, Inc. | 22 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 16 | Jun 30, 26 | -- | 0.00% |
| Trust Co | 9 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 2.45M | Mar 31, 26 | +425.45K | 0.52% |
| MORGAN STANLEY | 1.88M | Mar 31, 26 | +178.86K | 0.40% |
| London & Capital Asset Management Ltd | 1.82M | Mar 31, 26 | -189.60K | 0.39% |
| LAZARD ASSET MANAGEMENT LLC | 1.66M | Mar 31, 26 | -6.20K | 0.35% |
| AMERICAN CENTURY COMPANIES INC | 1.54M | Mar 31, 26 | +303.96K | 0.33% |
| DIMENSIONAL FUND ADVISORS LP | 1.42M | Mar 31, 26 | -92.63K | 0.30% |
| NORTHERN TRUST CORP | 1.35M | Mar 31, 26 | -119.80K | 0.29% |
| PZENA INVESTMENT MANAGEMENT LLC | 690.65K | Mar 31, 26 | -221.14K | 0.15% |
| BANK OF AMERICA CORP /DE/ | 517.65K | Mar 31, 26 | -190.28K | 0.11% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 490.16K | Mar 31, 26 | -404.66K | 0.10% |
| GOLDMAN SACHS GROUP INC | 404.49K | Mar 31, 26 | +198.64K | 0.09% |
| Creative Planning | 301.44K | Mar 31, 26 | +70.86K | 0.06% |
| Capital Wealth Planning, LLC | 276.32K | Mar 31, 26 | +276.32K | 0.06% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 253.58K | Mar 31, 26 | -326.22K | 0.05% |
| Ramirez Asset Management, Inc. | 241.87K | Mar 31, 26 | +19.11K | 0.05% |
| TWO SIGMA INVESTMENTS, LP | 236.93K | Mar 31, 26 | -35.46K | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 231.56K | Mar 31, 26 | +14.70K | 0.05% |
| WELLINGTON MANAGEMENT GROUP LLP | 210.21K | Mar 31, 26 | -12.97K | 0.04% |
| Qube Research & Technologies Ltd | 203.88K | Mar 31, 26 | +176.48K | 0.04% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 203.67K | Mar 31, 26 | +9.57K | 0.04% |
| Promethos Capital, LLC | 201.21K | Mar 31, 26 | +180 | 0.04% |
| JPMORGAN CHASE & CO | 194.41K | Mar 31, 26 | +31.06K | 0.04% |
| Quantinno Capital Management LP | 173.25K | Mar 31, 26 | +49.97K | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 170.55K | Mar 31, 26 | +13.16K | 0.04% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 161.41K | Mar 31, 26 | +51.96K | 0.03% |
| Sanders Capital, LLC | 153.63K | Mar 31, 26 | -3.86K | 0.03% |
| SEI INVESTMENTS CO | 151.23K | Mar 31, 26 | -3.04K | 0.03% |
| FMR LLC | 143.56K | Mar 31, 26 | +10.94K | 0.03% |
| Connor, Clark & Lunn Investment Management Ltd. | 132.84K | Mar 31, 26 | -156.23K | 0.03% |
| WELLS FARGO & COMPANY/MN | 123.79K | Mar 31, 26 | +12.10K | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 116.99K | Mar 31, 26 | -86.71K | 0.02% |
| Clearbridge Investments, LLC | 108.43K | Mar 31, 26 | -2.10K | 0.02% |
| Vanguard Personalized Indexing Management, LLC | 104.59K | Mar 31, 26 | +12.18K | 0.02% |
| NewEdge Wealth, LLC | 102.66K | Mar 31, 26 | +10.05K | 0.02% |
| Voleon Capital Management LP | 101.35K | Mar 31, 26 | -33.01K | 0.02% |
| Capital World Investors | 100.61K | Mar 31, 26 | +100.61K | 0.02% |
| Vident Advisory, LLC | 95.11K | Mar 31, 26 | +12.37K | 0.02% |
| UBS Group AG | 89.99K | Mar 31, 26 | -61.62K | 0.02% |
| Virtus Family Office LLC | 87.78K | Mar 31, 26 | -8.59K | 0.02% |
| LAIRD NORTON TRUST COMPANY, LLC | 82.73K | Mar 31, 26 | +7.58K | 0.02% |
| RITHOLTZ WEALTH MANAGEMENT | 81.02K | Mar 31, 26 | +4.12K | 0.02% |
| CITIGROUP INC | 74.14K | Mar 31, 26 | +2.87K | 0.02% |
| JANE STREET GROUP, LLC | 73.07K | Mar 31, 26 | +73.07K | 0.02% |
| QUADRANT CAPITAL GROUP LLC | 71.12K | Mar 31, 26 | -970 | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 70.45K | Mar 31, 26 | +11.31K | 0.01% |
| B. Metzler seel. Sohn & Co. AG | 69.79K | Mar 31, 26 | +4.33K | 0.01% |
| ROYAL BANK OF CANADA | 67.92K | Mar 31, 26 | -18.59K | 0.01% |
| DEUTSCHE BANK AG\ | 66.93K | Mar 31, 26 | +10.35K | 0.01% |
| Pathstone Holdings, LLC | 62.45K | Mar 31, 26 | -30.82K | 0.01% |
| US BANCORP \DE\ | 57.64K | Mar 31, 26 | +8.09K | 0.01% |
| GABELLI FUNDS LLC | 56.28K | Mar 31, 26 | +12.30K | 0.01% |
| Neuberger Berman Group LLC | 56.06K | Mar 31, 26 | -27.98K | 0.01% |
| BRANDES INVESTMENT PARTNERS, LP | 53.59K | Mar 31, 26 | -7.68K | 0.01% |
| AMG National Trust Bank | 52.37K | Mar 31, 26 | +11 | 0.01% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 50.02K | Mar 31, 26 | +4.43K | 0.01% |
| NATIXIS ADVISORS, L.P. | 49.69K | Mar 31, 26 | +3.96K | 0.01% |
| RHUMBLINE ADVISERS | 49.35K | Mar 31, 26 | +3.82K | 0.01% |
| Brinker Capital Investments, LLC | 48.55K | Mar 31, 26 | -24.02K | 0.01% |
| Mariner, LLC | 47.60K | Mar 31, 26 | +4.80K | 0.01% |
| LPL Financial LLC | 46.04K | Mar 31, 26 | +6.80K | 0.01% |
| Cerity Partners LLC | 46.03K | Mar 31, 26 | +4.60K | 0.01% |
| IEQ CAPITAL, LLC | 45.36K | Mar 31, 26 | +3.22K | 0.01% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 39.45K | Mar 31, 26 | -- | 0.01% |
| Sequoia Financial Advisors, LLC | 38.00K | Mar 31, 26 | +8.47K | 0.01% |
| Ethic Inc. | 36.75K | Mar 31, 26 | +4.39K | 0.01% |
| FIRST TRUST ADVISORS LP | 34.29K | Mar 31, 26 | +17.76K | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 33.91K | Mar 31, 26 | -8.69K | 0.01% |
| Vestmark Advisory Solutions, Inc. | 33.82K | Mar 31, 26 | -9.25K | 0.01% |
| STATE STREET CORP | 33.82K | Mar 31, 26 | +2.25K | 0.01% |
| Ballentine Partners, LLC | 33.74K | Mar 31, 26 | +6.60K | 0.01% |
| MARSHALL WACE, LLP | 33.72K | Mar 31, 26 | -256.28K | 0.01% |
| Russell Investments Group, Ltd. | 33.56K | Mar 31, 26 | +1.86K | 0.01% |
| DGS Capital Management, LLC | 32.29K | Mar 31, 26 | +2.04K | 0.01% |
| Frank, Rimerman Advisors LLC | 29.48K | Mar 31, 26 | +5.27K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 29.37K | Mar 31, 26 | +1.38K | 0.01% |
| SIGNATUREFD, LLC | 29.06K | Mar 31, 26 | +1.04K | 0.01% |
| NATURAL INVESTMENTS, LLC | 28.95K | Mar 31, 26 | +73 | 0.01% |
| Capital Research Global Investors | 28.78K | Mar 31, 26 | -42.35K | 0.01% |
| Calamos Advisors LLC | 28.27K | Mar 31, 26 | -64 | 0.01% |
| Vise Technologies, Inc. | 27.73K | Mar 31, 26 | -- | 0.01% |
| Crossmark Global Holdings, Inc. | 27.68K | Mar 31, 26 | +4.40K | 0.01% |
| CI Private Wealth, LLC | 26.32K | Mar 31, 26 | +3.42K | 0.01% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26.20K | Mar 31, 26 | -- | 0.01% |
| OVERSEA-CHINESE BANKING Corp Ltd | 25.74K | Mar 31, 26 | +3.72K | 0.01% |
| Invesco Ltd. | 24.60K | Mar 31, 26 | -4.52K | 0.01% |
| MAVERICK CAPITAL LTD | 23.80K | Mar 31, 26 | +9.73K | 0.01% |
| Callan Family Office, LLC | 22.84K | Mar 31, 26 | +2.78K | 0.00% |
| Ronald Blue Trust, Inc. | 22.51K | Mar 31, 26 | -6.96K | 0.00% |
| QRG CAPITAL MANAGEMENT, INC. | 22.06K | Mar 31, 26 | +5.18K | 0.00% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 21.89K | Mar 31, 26 | +14.57K | 0.00% |
| CITADEL ADVISORS LLC | 21.27K | Mar 31, 26 | -27.17K | 0.00% |
| Abacus Wealth Partners, LLC | 20.13K | Mar 31, 26 | +944 | 0.00% |
| Bleakley Financial Group, LLC | 20.08K | Mar 31, 26 | +2.40K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 19.74K | Mar 31, 26 | -13.07K | 0.00% |
| Skopos Labs, Inc. | 18.89K | Mar 31, 26 | +9.66K | 0.00% |
| D. E. Shaw & Co., Inc. | 18.54K | Mar 31, 26 | -16.43K | 0.00% |
| XTX Topco Ltd | 18.18K | Mar 31, 26 | +11.18K | 0.00% |
| Aprio Wealth Management, LLC | 18.06K | Mar 31, 26 | +274 | 0.00% |
| Graham Capital Management, L.P. | 17.75K | Mar 31, 26 | +786 | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 17.58K | Mar 31, 26 | +470 | 0.00% |
| Atomi Financial Group, Inc. | 16.82K | Mar 31, 26 | +539 | 0.00% |
| Parallel Advisors, LLC | 16.58K | Mar 31, 26 | +2.15K | 0.00% |
| abrdn plc | 16.14K | Mar 31, 26 | +1.96K | 0.00% |
| PDS Planning, Inc | 16.07K | Mar 31, 26 | +1.17K | 0.00% |
| Aquatic Capital Management LLC | 15.84K | Mar 31, 26 | +10.35K | 0.00% |
| GREENLEAF TRUST | 15.00K | Mar 31, 26 | +1.07K | 0.00% |
| Rockefeller Capital Management L.P. | 14.50K | Mar 31, 26 | +11.84K | 0.00% |
| STRS OHIO | 14.05K | Mar 31, 26 | -2.22K | 0.00% |
| VANGUARD FIDUCIARY TRUST CO | 14.00K | Mar 31, 26 | +14.00K | 0.00% |
| Dalton Investments LLC | 13.70K | Mar 31, 26 | +13.70K | 0.00% |
| NewEdge Advisors, LLC | 13.35K | Mar 31, 26 | +716 | 0.00% |
| Atria Investments, Inc | 12.88K | Mar 31, 26 | -168 | 0.00% |
| Engineers Gate Manager LP | 12.44K | Mar 31, 26 | +7.46K | 0.00% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 12.19K | Mar 31, 26 | -11.03K | 0.00% |
| Bank of New York Mellon Corp | 12.14K | Mar 31, 26 | -1.27K | 0.00% |
| STIFEL FINANCIAL CORP | 12.05K | Mar 31, 26 | +1.44K | 0.00% |
| HighTower Advisors, LLC | 11.80K | Mar 31, 26 | +3.84K | 0.00% |
| Fullerton Fund Management Co Ltd. | 11.78K | Mar 31, 26 | +11.78K | 0.00% |
| SHELTON CAPITAL MANAGEMENT | 10.95K | Mar 31, 26 | -781 | 0.00% |
| Beacon Pointe Advisors, LLC | 10.74K | Mar 31, 26 | +663 | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 10.73K | Mar 31, 26 | +1.64K | 0.00% |
| Aaron Wealth Advisors LLC | 10.66K | Mar 31, 26 | +2.81K | 0.00% |
| EverSource Wealth Advisors, LLC | 10.42K | Mar 31, 26 | +3.76K | 0.00% |
| Bridgewater Advisors Inc. | 10.37K | Mar 31, 26 | +936 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 10.28K | Mar 31, 26 | +4.65K | 0.00% |
| AMERIPRISE FINANCIAL INC | 10.21K | Mar 31, 26 | +1.02K | 0.00% |
| Venturi Wealth Management, LLC | 10.15K | Mar 31, 26 | +2.93K | 0.00% |
| LSV ASSET MANAGEMENT | 9.80K | Mar 31, 26 | -- | 0.00% |
| PROFUND ADVISORS LLC | 9.79K | Mar 31, 26 | -1.07K | 0.00% |
| TRUIST FINANCIAL CORP | 9.36K | Mar 31, 26 | +9.36K | 0.00% |
| Caprock Group, LLC | 9.00K | Mar 31, 26 | +2.56K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.80K | Mar 31, 26 | +284 | 0.00% |
| HB Wealth Management, LLC | 8.74K | Mar 31, 26 | +2.41K | 0.00% |
| Integrated Wealth Concepts LLC | 8.72K | Mar 31, 26 | +1.05K | 0.00% |
| BANK OF MONTREAL /CAN/ | 8.52K | Mar 31, 26 | +1.27K | 0.00% |
| West Family Investments, Inc. | 8.52K | Mar 31, 26 | -53 | 0.00% |
| BANQUE PICTET & CIE SA | 8.29K | Mar 31, 26 | -360 | 0.00% |
| GUGGENHEIM CAPITAL LLC | 7.96K | Mar 31, 26 | +7.96K | 0.00% |
| GeoWealth Management, LLC | 7.93K | Mar 31, 26 | -658 | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.82K | Mar 31, 26 | -6.86K | 0.00% |
| GROUPAMA ASSET MANAGMENT | 7.76K | Mar 31, 26 | -10.08K | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 7.75K | Mar 31, 26 | -1.69K | 0.00% |
| Sanctuary Advisors, LLC | 7.67K | Mar 31, 26 | -2.11K | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.51K | Mar 31, 26 | +7.51K | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 7.47K | Mar 31, 26 | +672 | 0.00% |
| Mount Yale Investment Advisors, LLC | 7.46K | Mar 31, 26 | +7.46K | 0.00% |
| Savant Capital, LLC | 7.33K | Mar 31, 26 | +1.79K | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7.31K | Mar 31, 26 | +1.08K | 0.00% |
| Trexquant Investment LP | 7.27K | Mar 31, 26 | +895 | 0.00% |
| XPONANCE, INC. | 6.98K | Mar 31, 26 | +3.14K | 0.00% |
| Colony Group, LLC | 6.95K | Mar 31, 26 | -1.23K | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 6.83K | Mar 31, 26 | +1.17K | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6.83K | Mar 31, 26 | +61 | 0.00% |
| Ariadne Wealth Management, LP | 6.75K | Mar 31, 26 | -- | 0.00% |
| MML INVESTORS SERVICES, LLC | 6.70K | Mar 31, 26 | -2.15K | 0.00% |
| AUGUSTINE ASSET MANAGEMENT INC | 6.36K | Mar 31, 26 | -- | 0.00% |
| First Affirmative Financial Network | 6.36K | Mar 31, 26 | +6.36K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 6.26K | Mar 31, 26 | +5.08K | 0.00% |
| FRANKLIN RESOURCES INC | 6.24K | Mar 31, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 6.20K | Mar 31, 26 | +5.98K | 0.00% |
| Catalytic Wealth RIA, LLC | 6.16K | Mar 31, 26 | -989 | 0.00% |
| Cetera Investment Advisers | 6.15K | Mar 31, 26 | +146 | 0.00% |
| BESSEMER GROUP INC | 5.74K | Mar 31, 26 | +183 | 0.00% |
| GLENMEDE TRUST CO NA | 5.67K | Mar 31, 26 | +277 | 0.00% |
| Arkadios Wealth Advisors | 5.58K | Mar 31, 26 | -23 | 0.00% |
| Greenspring Advisors, LLC | 5.51K | Mar 31, 26 | +819 | 0.00% |
| Mondrian Investment Partners LTD | 5.50K | Mar 31, 26 | +617 | 0.00% |
| M&T BANK CORP | 5.03K | Mar 31, 26 | +2 | 0.00% |
| Canopy Partners, LLC | 4.95K | Mar 31, 26 | +43 | 0.00% |
| Farther Finance Advisors, LLC | 4.88K | Mar 31, 26 | +222 | 0.00% |
| Boston Common Asset Management, LLC | 4.88K | Mar 31, 26 | -189 | 0.00% |
| Perigon Wealth Management, LLC | 4.81K | Mar 31, 26 | -- | 0.00% |
| PARK AVENUE SECURITIES LLC | 4.74K | Mar 31, 26 | -541 | 0.00% |
| ARGA Investment Management, LP | 4.71K | Mar 31, 26 | -396 | 0.00% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4.68K | Mar 31, 26 | +4.68K | 0.00% |
| SYON CAPITAL LLC | 4.67K | Mar 31, 26 | +399 | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 4.66K | Mar 31, 26 | +4.66K | 0.00% |
| DRIVE WEALTH MANAGEMENT, LLC | 4.62K | Mar 31, 26 | -22 | 0.00% |
| D'Orazio & Associates, Inc. | 4.60K | Mar 31, 26 | +74 | 0.00% |
| Resources Investment Advisors, LLC. | 4.59K | Mar 31, 26 | -3.53K | 0.00% |
| BROWN ADVISORY INC | 4.52K | Mar 31, 26 | +4.52K | 0.00% |
| Crestwood Advisors Group LLC | 4.49K | Mar 31, 26 | +4.49K | 0.00% |
| Merit Financial Group, LLC | 4.48K | Mar 31, 26 | -408 | 0.00% |
| Allspring Global Investments Holdings, LLC | 4.47K | Mar 31, 26 | +4.47K | 0.00% |
| Sivia Capital Partners, LLC | 4.26K | Mar 31, 26 | -1.81K | 0.00% |
| Kathmere Capital Management, LLC | 4.07K | Mar 31, 26 | +4.07K | 0.00% |
| Aspen Grove Capital, LLC | 4.02K | Mar 31, 26 | -876 | 0.00% |
| ASSETMARK, INC | 4.01K | Mar 31, 26 | +523 | 0.00% |
| CHOREO, LLC | 3.90K | Mar 31, 26 | -183 | 0.00% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3.88K | Mar 31, 26 | -71 | 0.00% |
| CWM, LLC | 3.76K | Mar 31, 26 | +155 | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.72K | Mar 31, 26 | +3.72K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 3.63K | Mar 31, 26 | -1.19K | 0.00% |
| Waverly Advisors, LLC | 3.58K | Mar 31, 26 | -977 | 0.00% |
| Rehmann Capital Advisory Group | 3.58K | Mar 31, 26 | -868 | 0.00% |
| BSW Wealth Partners | 3.42K | Mar 31, 26 | +3.42K | 0.00% |
| Buckingham Strategic Partners | 3.36K | Mar 31, 26 | +3.36K | 0.00% |
| Schonfeld Strategic Advisors LLC | 3.27K | Mar 31, 26 | -10.03K | 0.00% |
| Sterling Capital Management LLC | 2.86K | Mar 31, 26 | -3.36K | 0.00% |
| Quantbot Technologies LP | 2.69K | Mar 31, 26 | -2.50K | 0.00% |
| Allworth Financial LP | 2.55K | Mar 31, 26 | +845 | 0.00% |
| Vanguard Global Advisers, LLC | 2.24K | Mar 31, 26 | +2.24K | 0.00% |
| Westside Investment Management, Inc. | 2.13K | Mar 31, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 2.01K | Mar 31, 26 | -3.24K | 0.00% |
| Smartleaf Asset Management LLC | 1.93K | Mar 31, 26 | -571 | 0.00% |
| TD Waterhouse Canada Inc. | 1.67K | Mar 31, 26 | +1.67K | 0.00% |
| WealthCollab, LLC | 1.64K | Mar 31, 26 | +263 | 0.00% |
| Inspire Investing, LLC | 1.61K | Mar 31, 26 | -42 | 0.00% |
| Advisory Services Network, LLC | 1.29K | Mar 31, 26 | +1.29K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.02K | Mar 31, 26 | +49 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 871 | Mar 31, 26 | +109 | 0.00% |
| VAN ECK ASSOCIATES CORP | 845 | Mar 31, 26 | -202 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 831 | Mar 31, 26 | +221 | 0.00% |
| MAI Capital Management | 785 | Mar 31, 26 | +74 | 0.00% |
| Caitong International Asset Management Co., Ltd | 781 | Mar 31, 26 | +452 | 0.00% |
| Bell Investment Advisors, Inc | 747 | Mar 31, 26 | +178 | 0.00% |
| FEDERATED HERMES, INC. | 721 | Mar 31, 26 | +99 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 563 | Mar 31, 26 | -50 | 0.00% |
| FINANCIAL CONSULATE, INC | 483 | Mar 31, 26 | +441 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 481 | Mar 31, 26 | -- | 0.00% |
| HM PAYSON & CO | 440 | Mar 31, 26 | -- | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 408 | Mar 31, 26 | -37.59K | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 377 | Mar 31, 26 | +377 | 0.00% |
| V-Square Quantitative Management LLC | 348 | Mar 31, 26 | +348 | 0.00% |
| Crewe Advisors LLC | 335 | Mar 31, 26 | -- | 0.00% |
| Larson Financial Group LLC | 333 | Mar 31, 26 | +175 | 0.00% |
| First Command Advisory Services, Inc. | 266 | Mar 31, 26 | +266 | 0.00% |
| Park Place Capital Corp | 264 | Mar 31, 26 | -170 | 0.00% |
| Bare Financial Services, Inc | 230 | Mar 31, 26 | -- | 0.00% |
| Vanguard National Trust Co | 220 | Mar 31, 26 | +220 | 0.00% |
| HUNTINGTON NATIONAL BANK | 219 | Mar 31, 26 | +77 | 0.00% |
| LRI Investments, LLC | 219 | Mar 31, 26 | +219 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 218 | Mar 31, 26 | +40 | 0.00% |
| PRIVATE TRUST CO NA | 212 | Mar 31, 26 | +38 | 0.00% |
| SBI Securities Co., Ltd. | 202 | Mar 31, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 180 | Mar 31, 26 | +169 | 0.00% |
| Spire Wealth Management | 157 | Mar 31, 26 | -286 | 0.00% |
| Key FInancial Inc | 149 | Mar 31, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 142 | Mar 31, 26 | +46 | 0.00% |
| PROFFITT & GOODSON INC | 129 | Mar 31, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 128 | Mar 31, 26 | +36 | 0.00% |
| Physician Wealth Advisors, Inc. | 111 | Mar 31, 26 | +12 | 0.00% |
| True Wealth Design, LLC | 109 | Mar 31, 26 | +35 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 78 | Mar 31, 26 | +7 | 0.00% |
| Operose Advisors LLC | 68 | Mar 31, 26 | +68 | 0.00% |
| Rossby Financial, LCC | 58 | Mar 31, 26 | +22 | 0.00% |
| MATHER GROUP, LLC. | 55 | Mar 31, 26 | +55 | 0.00% |
| WPG Advisers, LLC | 53 | Mar 31, 26 | -13 | 0.00% |
| IMA Wealth, Inc. | 49 | Mar 31, 26 | +10 | 0.00% |
| JPL Wealth Management, LLC | 46 | Mar 31, 26 | +46 | 0.00% |
| IFP Advisors, Inc | 36 | Mar 31, 26 | +23 | 0.00% |
| Root Financial Partners, LLC | 26 | Mar 31, 26 | +16 | 0.00% |
| JNBA Financial Advisors | 21 | Mar 31, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 21 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 19 | Mar 31, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 18 | Mar 31, 26 | -3 | 0.00% |
| Financial Network Wealth Advisors LLC | 16 | Mar 31, 26 | +16 | 0.00% |
| Kilter Group LLC | 11 | Mar 31, 26 | -- | 0.00% |
| Silicon Valley Capital Partners | 10 | Mar 31, 26 | +10 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | Mar 31, 26 | -- | 0.00% |
| High Note Wealth, LLC | 2 | Mar 31, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | -- | Mar 31, 26 | -22 | -- |
| Tower Research Capital LLC (TRC) | -- | Mar 31, 26 | -5.71K | -- |
| Advisors Preferred, LLC | -- | Mar 31, 26 | -8.74K | -- |
| BARCLAYS PLC | -- | Mar 31, 26 | -5.59K | -- |
| CENTRAL TRUST Co | -- | Mar 31, 26 | -1 | -- |
| FLOW TRADERS U.S. LLC | -- | Mar 31, 26 | -9.97K | -- |
| Concurrent Investment Advisors, LLC | -- | Mar 31, 26 | -4.43K | -- |
| Elyxium Wealth, LLC | -- | Mar 31, 26 | -74 | -- |
| Tuttle Capital Management, LLC | -- | Mar 31, 26 | -6.07K | -- |
| Jain Global LLC | -- | Mar 31, 26 | -7.20K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Mar 31, 26 | -70.80K | -- |
| Point72 Asset Management, L.P. | -- | Mar 31, 26 | -109.42K | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Mar 31, 26 | -5 | -- |
| Arbiter Partners Capital Management LLC | -- | Mar 31, 26 | -138.17K | -- |
| Dynamic Technology Lab Private Ltd | -- | Mar 31, 26 | -7.01K | -- |
| PARADIGM ASSET MANAGEMENT CO LLC | -- | Mar 31, 26 | -1.10K | -- |
| Verition Fund Management LLC | -- | Mar 31, 26 | -25.54K | -- |
| Hood River Capital Management LLC | -- | Mar 31, 26 | -100 | -- |
| DekaBank Deutsche Girozentrale | -- | Mar 31, 26 | -11.78K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -705 | -- |
| VANGUARD GROUP INC | 268.58K | Dec 31, 25 | +10.28K | 0.06% |
| TWO SIGMA ADVISERS, LP | 68.40K | Dec 31, 25 | -5.80K | 0.01% |
| Global Retirement Partners, LLC | 12.19K | Dec 31, 25 | +4.19K | 0.00% |
| SageView Advisory Group, LLC | 406 | Dec 31, 25 | +406 | 0.00% |
| CIBC Private Wealth Group, LLC | 186 | Dec 31, 25 | +18 | 0.00% |
| Cubist Systematic Strategies, LLC | 80.86K | Sep 30, 25 | +15.99K | 0.02% |
| WETHERBY ASSET MANAGEMENT INC | 46.44K | Sep 30, 25 | -629 | 0.01% |
| AXA Investment Managers S.A. | 18.26K | Sep 30, 25 | +18.26K | 0.00% |
| Glenmede Investment Management, LP | 5.23K | Sep 30, 25 | +35 | 0.00% |
| Gitterman Wealth Management, LLC | 4.18K | Sep 30, 25 | +346 | 0.00% |
| Binnacle Investments Inc | 327 | Sep 30, 25 | -- | 0.00% |
| First Horizon Advisors, Inc. | 32 | Jun 30, 25 | +32 | 0.00% |
| Orion Portfolio Solutions, LLC | 60.34K | Mar 31, 25 | -21.08K | 0.01% |
| Schechter Investment Advisors, LLC | 22.07K | Mar 31, 25 | -5.29K | 0.00% |
| Lindbrook Capital, LLC | 4.21K | Mar 31, 25 | +5 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 24 | Mar 31, 25 | +1 | 0.00% |
| Cable Hill Partners, LLC | -- | Mar 31, 25 | -6.16K | -- |
| WR Wealth Planners, LLC | 59 | Dec 31, 24 | -- | 0.00% |
| B. Metzler seel. Sohn & Co. Holding AG | 70.38K | Sep 30, 24 | +70.38K | 0.01% |
| First Trust Direct Indexing L.P. | 22.00K | Sep 30, 24 | -1.31K | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 17.32K | Sep 30, 24 | +9.12K | 0.00% |
| FinTrust Capital Advisors, LLC | 27 | Sep 30, 24 | +27 | 0.00% |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -354 | -- |
| BlackRock Inc. | 1.78M | Jun 30, 24 | -86.06K | 0.38% |
| JANICZEK WEALTH MANAGEMENT, LLC | 2.71K | Jun 30, 24 | -171 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 149 | Jun 30, 24 | +2 | 0.00% |
| ADVISOR PARTNERS II, LLC | 38.56K | Sep 30, 23 | +6.70K | 0.01% |
| THOMAS WHITE INTERNATIONAL LTD | 182.55K | Jun 30, 23 | -16.74K | 0.04% |
| Vident Investment Advisory, LLC | 34.41K | Jun 30, 23 | +4.84K | 0.01% |
| Corient Capital Partners, LLC | 10.25K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 8.11K | Sep 30, 22 | +8.11K | 0.00% |
| ADVISOR PARTNERS LLC | 25.44K | Jun 30, 22 | +2.33K | 0.01% |
| Fieldpoint Private Securities, LLC | 630 | Jun 30, 22 | -1.09K | 0.00% |
| Private Capital Group, LLC | 106 | Jun 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1.13M | Mar 31, 22 | +82.14K | 0.24% |
| Dixon Hughes Goodman Wealth Advisors LLC | 39 | Mar 31, 22 | -59 | 0.00% |
| Carroll Financial Associates, Inc. | 190 | Dec 31, 21 | -12 | 0.00% |
| NEXT Financial Group, Inc | 3 | Dec 31, 21 | +3 | 0.00% |
| Marshall Wace North America L.P. | 109.00K | Sep 30, 21 | +58.74K | 0.02% |
| Ashmore Group plc | 65.98K | Sep 30, 21 | -26.20K | 0.01% |
| Berman Capital Advisors, LLC | 255 | Sep 30, 21 | -35 | 0.00% |
| FIRST HORIZON CORP | 22 | Jun 30, 21 | -- | 0.00% |
| WealthStone, Inc. | 9.38K | Mar 31, 21 | +1.90K | 0.00% |
| Aperio Group, LLC | 1.19M | Dec 31, 20 | -34.34K | 0.25% |
| Cornerstone Advisors, Inc. | 7.83K | Sep 30, 20 | -611 | 0.00% |
| BRINKER CAPITAL INC | 21.42K | Jun 30, 20 | +7.73K | 0.00% |
| Lenox Wealth Management, Inc. | 316 | Jun 30, 20 | -249 | 0.00% |
| Squar Milner Financial Services LLC | -- | Mar 31, 20 | -58 | -- |
| Advisor Group, Inc. | 3.97K | Dec 31, 19 | +699 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 688 | Dec 31, 19 | +28 | 0.00% |
| BOSTON ADVISORS LLC | 31.55K | Sep 30, 19 | -6.64K | 0.01% |
| NEXT Financial Holdings | 20 | Mar 31, 19 | +20 | 0.00% |
| Financial Gravity Companies, Inc. | 9 | Dec 31, 18 | +9 | 0.00% |
| Zions Bancorporation | 47 | Sep 30, 18 | +47 | 0.00% |
| DREMAN VALUE MANAGEMENT, L L C | 154 | Mar 31, 18 | -- | 0.00% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -57 | -- |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -725 | -- |
| CAPSTONE ASSET MANAGEMENT CO | 67.88K | Jun 30, 17 | -3.53K | 0.01% |
| RONALD BLUE & CO LLC | 7.09K | Jun 30, 17 | -- | 0.00% |
| Virtu KCG Holdings LLC | 6.91K | Jun 30, 17 | +1.77K | 0.00% |
| Airain ltd | 5.83K | Jun 30, 17 | +474 | 0.00% |
| BlackRock Institutional Trust Company, N.A. | 268.70K | Dec 31, 16 | -6.99K | 0.06% |
| BlackRock Fund Advisors | 32.43K | Dec 31, 16 | +18.83K | 0.01% |
| BlackRock Group LTD | 28.23K | Dec 31, 16 | -- | 0.01% |
| BlackRock Investment Management, LLC | 22.45K | Dec 31, 16 | -2.70K | 0.00% |
| Emerald Acquisition Ltd. | 7.00K | Sep 30, 16 | -- | 0.00% |
| NEWGATE CAPITAL MANAGEMENT LLC | 15.83K | Jun 30, 16 | +4.91K | 0.00% |
| RUSSELL FRANK CO/ | 7.00K | Mar 31, 16 | -- | 0.00% |
| ORBIS HOLDINGS LTD | 94.55K | Dec 31, 15 | -- | 0.02% |
| OFI Advisors LLC | 933 | Sep 30, 15 | -7 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 64.45K | Jun 30, 15 | -33.54K | 0.01% |
| Placemark Investments, Inc. | 8.65K | Dec 31, 14 | +228 | 0.00% |
| UBS AG | 16.88K | Sep 30, 14 | -4.31K | 0.00% |
| Jane Street Holding, LLC | 12.65K | Dec 31, 13 | -20.17K | 0.00% |
| Daiwa Capital Markets America Inc. | 8.20K | Dec 31, 13 | +8.20K | 0.00% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -9.73K | -- |
| Mirae Asset Global Investments (USA) LLC | 7.30K | Dec 31, 12 | +7.30K | 0.00% |
| Columbia Threadneedle Management Ltd | 30.80K | Sep 30, 04 | +30.80K | 0.01% |