Smith & Nephew plcSNNNYSE
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Institutional Ownership
Top 398 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 3.23M | Dec 31, 25 | -50.98K | 0.75% |
| River Road Asset Management, LLC | 3.17M | Dec 31, 25 | +384.93K | 0.74% |
| GOLDMAN SACHS GROUP INC | 2.05M | Dec 31, 25 | +100.70K | 0.48% |
| MORGAN STANLEY | 1.79M | Dec 31, 25 | -162.32K | 0.42% |
| SCHARF INVESTMENTS, LLC | 1.69M | Dec 31, 25 | -336.40K | 0.39% |
| BANK OF AMERICA CORP /DE/ | 1.42M | Dec 31, 25 | +429.79K | 0.33% |
| BRANDES INVESTMENT PARTNERS, LP | 1.18M | Dec 31, 25 | -69.01K | 0.27% |
| TODD ASSET MANAGEMENT LLC | 944.58K | Dec 31, 25 | +219.35K | 0.22% |
| BNP PARIBAS ARBITRAGE, SNC | 928.24K | Dec 31, 25 | -9.70K | 0.22% |
| ABC ARBITRAGE SA | 757.96K | Dec 31, 25 | +74.50K | 0.18% |
| DIMENSIONAL FUND ADVISORS LP | 728.67K | Dec 31, 25 | +236.64K | 0.17% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 721.69K | Dec 31, 25 | +311.07K | 0.17% |
| NORTHERN TRUST CORP | 672.26K | Dec 31, 25 | +6.13K | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 616.87K | Dec 31, 25 | +360.86K | 0.14% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 603.81K | Dec 31, 25 | +31.28K | 0.14% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 599.50K | Dec 31, 25 | +144.80K | 0.14% |
| FMR LLC | 546.63K | Dec 31, 25 | +3.84K | 0.13% |
| BlackRock, Inc. | 524.78K | Dec 31, 25 | +61.55K | 0.12% |
| WELLS FARGO & COMPANY/MN | 470.47K | Dec 31, 25 | +17.85K | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 449.50K | Dec 31, 25 | -54.00K | 0.10% |
| DEPRINCE RACE & ZOLLO INC | 375.95K | Dec 31, 25 | +36.07K | 0.09% |
| MILLENNIUM MANAGEMENT LLC | 337.62K | Dec 31, 25 | +271.89K | 0.08% |
| ROYAL BANK OF CANADA | 316.08K | Dec 31, 25 | -188.60K | 0.07% |
| Bridgewater Associates, LP | 312.31K | Dec 31, 25 | +108.32K | 0.07% |
| Toroso Investments, LLC | 309.27K | Dec 31, 25 | -7.15K | 0.07% |
| Tower Research Capital LLC (TRC) | 307.05K | Dec 31, 25 | +33.20K | 0.07% |
| HEARTLAND ADVISORS INC | 300.57K | Dec 31, 25 | -112.43K | 0.07% |
| CLARK ESTATES INC/NY | 300.00K | Dec 31, 25 | -25.00K | 0.07% |
| JPMORGAN CHASE & CO | 292.49K | Dec 31, 25 | +6.56K | 0.07% |
| Lorne Steinberg Wealth Management Inc. | 265.32K | Dec 31, 25 | +1.00K | 0.06% |
| D. E. Shaw & Co., Inc. | 259.50K | Dec 31, 25 | +201.88K | 0.06% |
| OLD MISSION CAPITAL LLC | 226.69K | Dec 31, 25 | +226.69K | 0.05% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 222.21K | Dec 31, 25 | -12.80K | 0.05% |
| AMERICAN CENTURY COMPANIES INC | 201.08K | Dec 31, 25 | +19.70K | 0.05% |
| Russell Investments Group, Ltd. | 194.68K | Dec 31, 25 | -36.67K | 0.05% |
| Quantinno Capital Management LP | 190.16K | Dec 31, 25 | +28.86K | 0.04% |
| Optiver Holding B.V. | 182.26K | Dec 31, 25 | -917.69K | 0.04% |
| Oliver Luxxe Assets LLC | 181.12K | Dec 31, 25 | +3.57K | 0.04% |
| UBS Group AG | 165.36K | Dec 31, 25 | +18.78K | 0.04% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 154.25K | Dec 31, 25 | -- | 0.04% |
| Pathstone Holdings, LLC | 153.62K | Dec 31, 25 | -4.63K | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 153.43K | Dec 31, 25 | +5.45K | 0.04% |
| Henry James International Management Inc. | 149.90K | Dec 31, 25 | -- | 0.03% |
| Moran Wealth Management, LLC | 139.99K | Dec 31, 25 | +13.77K | 0.03% |
| Sivik Global Healthcare LLC | 125.00K | Dec 31, 25 | -35.00K | 0.03% |
| JANE STREET GROUP, LLC | 115.40K | Dec 31, 25 | +8.55K | 0.03% |
| Crossmark Global Holdings, Inc. | 100.15K | Dec 31, 25 | -14.20K | 0.02% |
| STATE STREET CORP | 99.81K | Dec 31, 25 | +63.38K | 0.02% |
| SEI INVESTMENTS CO | 98.91K | Dec 31, 25 | -863 | 0.02% |
| Creative Planning | 80.03K | Dec 31, 25 | -2.48K | 0.02% |
| Boston Partners | 75.21K | Dec 31, 25 | -4.65K | 0.02% |
| Mariner, LLC | 73.38K | Dec 31, 25 | -1.19K | 0.02% |
| HRT FINANCIAL LP | 72.10K | Dec 31, 25 | +1.49K | 0.02% |
| LPL Financial LLC | 70.06K | Dec 31, 25 | +1.24K | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 67.77K | Dec 31, 25 | +4.30K | 0.02% |
| EARNEST PARTNERS LLC | 64.76K | Dec 31, 25 | -5.77K | 0.02% |
| QRG CAPITAL MANAGEMENT, INC. | 62.06K | Dec 31, 25 | +11.60K | 0.01% |
| Schonfeld Strategic Advisors LLC | 61.04K | Dec 31, 25 | +14.99K | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 58.14K | Dec 31, 25 | +6.92K | 0.01% |
| EAGLE GLOBAL ADVISORS LLC | 55.40K | Dec 31, 25 | -- | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 50.06K | Dec 31, 25 | -25.33K | 0.01% |
| XTX Topco Ltd | 49.06K | Dec 31, 25 | +30.55K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 48.08K | Dec 31, 25 | -2.03K | 0.01% |
| Perpetual Ltd | 46.26K | Dec 31, 25 | +46.26K | 0.01% |
| CITADEL ADVISORS LLC | 46.15K | Dec 31, 25 | -9.71K | 0.01% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 45.24K | Dec 31, 25 | -10.05K | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 44.27K | Dec 31, 25 | -1.17K | 0.01% |
| CITIGROUP INC | 43.98K | Dec 31, 25 | -442.68K | 0.01% |
| STIFEL FINANCIAL CORP | 43.60K | Dec 31, 25 | +1.00K | 0.01% |
| Beutel, Goodman & Co Ltd. | 41.55K | Dec 31, 25 | +5.98K | 0.01% |
| Aquatic Capital Management LLC | 39.73K | Dec 31, 25 | -2.66K | 0.01% |
| BARCLAYS PLC | 37.62K | Dec 31, 25 | +37.62K | 0.01% |
| Qube Research & Technologies Ltd | 37.30K | Dec 31, 25 | -60.39K | 0.01% |
| Vestmark Advisory Solutions, Inc. | 35.95K | Dec 31, 25 | +27.00K | 0.01% |
| Callan Family Office, LLC | 35.56K | Dec 31, 25 | +29.53K | 0.01% |
| DRW Securities, LLC | 34.67K | Dec 31, 25 | -600 | 0.01% |
| Parvin Asset Management, LLC | 34.05K | Dec 31, 25 | -425 | 0.01% |
| Farringdon Capital, Ltd. | 33.81K | Dec 31, 25 | -5.96K | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 32.51K | Dec 31, 25 | -7.05K | 0.01% |
| NATIXIS ADVISORS, L.P. | 32.29K | Dec 31, 25 | -76.79K | 0.01% |
| CI Private Wealth, LLC | 30.34K | Dec 31, 25 | -4.48K | 0.01% |
| Colony Group, LLC | 30.02K | Dec 31, 25 | +11.03K | 0.01% |
| Ethic Inc. | 29.32K | Dec 31, 25 | +250 | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28.73K | Dec 31, 25 | -1.28K | 0.01% |
| Glen Eagle Advisors, LLC | 28.65K | Dec 31, 25 | +7.52K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28.57K | Dec 31, 25 | +7.13K | 0.01% |
| FACTORY MUTUAL INSURANCE CO | 27.75K | Dec 31, 25 | -- | 0.01% |
| Bank of New York Mellon Corp | 27.40K | Dec 31, 25 | +5.39K | 0.01% |
| Cerity Partners LLC | 25.90K | Dec 31, 25 | +1.40K | 0.01% |
| ALPS ADVISORS INC | 25.87K | Dec 31, 25 | +3.37K | 0.01% |
| Vident Advisory, LLC | 25.49K | Dec 31, 25 | -131 | 0.01% |
| SG Americas Securities, LLC | 24.28K | Dec 31, 25 | -- | 0.01% |
| Sanctuary Advisors, LLC | 23.30K | Dec 31, 25 | -1.48K | 0.01% |
| Skopos Labs, Inc. | 23.18K | Dec 31, 25 | +11.93K | 0.01% |
| Cetera Investment Advisers | 20.64K | Dec 31, 25 | +1.17K | 0.00% |
| CARY STREET PARTNERS FINANCIAL LLC | 20.25K | Dec 31, 25 | +365 | 0.00% |
| Atria Investments, Inc | 19.85K | Dec 31, 25 | -1.47K | 0.00% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 18.98K | Dec 31, 25 | -2.70K | 0.00% |
| Bleakley Financial Group, LLC | 18.23K | Dec 31, 25 | -10.13K | 0.00% |
| Legacy Wealth Asset Management, LLC | 18.21K | Dec 31, 25 | +141 | 0.00% |
| SYON CAPITAL LLC | 18.12K | Dec 31, 25 | -2.63K | 0.00% |
| BKM Wealth Management, LLC | 18.01K | Dec 31, 25 | -1.12K | 0.00% |
| MML INVESTORS SERVICES, LLC | 17.23K | Dec 31, 25 | +3.43K | 0.00% |
| 1832 Asset Management L.P. | 16.35K | Dec 31, 25 | +16.35K | 0.00% |
| Inspire Advisors, LLC | 15.65K | Dec 31, 25 | -2.29K | 0.00% |
| MGO ONE SEVEN LLC | 15.43K | Dec 31, 25 | -1.37K | 0.00% |
| US BANCORP \DE\ | 14.86K | Dec 31, 25 | -10.65K | 0.00% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14.66K | Dec 31, 25 | +1.72K | 0.00% |
| SIGNATUREFD, LLC | 14.53K | Dec 31, 25 | -315 | 0.00% |
| Vise Technologies, Inc. | 13.61K | Dec 31, 25 | +3.97K | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 13.57K | Dec 31, 25 | -4.20K | 0.00% |
| Heritage Investment Group, Inc. | 13.15K | Dec 31, 25 | +199 | 0.00% |
| FIFTH THIRD BANCORP | 13.12K | Dec 31, 25 | +3.27K | 0.00% |
| HighTower Advisors, LLC | 13.12K | Dec 31, 25 | -1.47K | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 12.91K | Dec 31, 25 | +149 | 0.00% |
| LAIRD NORTON TRUST COMPANY, LLC | 12.53K | Dec 31, 25 | +12.53K | 0.00% |
| AMERIPRISE FINANCIAL INC | 12.49K | Dec 31, 25 | -767 | 0.00% |
| IEQ CAPITAL, LLC | 12.48K | Dec 31, 25 | +236 | 0.00% |
| Centiva Capital, LP | 12.45K | Dec 31, 25 | +12.45K | 0.00% |
| Atom Investors LP | 12.34K | Dec 31, 25 | -- | 0.00% |
| Sequoia Financial Advisors, LLC | 12.33K | Dec 31, 25 | -1.81K | 0.00% |
| Verition Fund Management LLC | 12.32K | Dec 31, 25 | +12.32K | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 12.00K | Dec 31, 25 | +2.09K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11.80K | Dec 31, 25 | -132 | 0.00% |
| Pinnacle West Asset Management, Inc. | 11.46K | Dec 31, 25 | +150 | 0.00% |
| Saturna Capital CORP | 11.18K | Dec 31, 25 | -7.94K | 0.00% |
| NBC SECURITIES, INC. | 11.08K | Dec 31, 25 | -1.01K | 0.00% |
| NewEdge Wealth, LLC | 10.99K | Dec 31, 25 | +1.28K | 0.00% |
| Brinker Capital Investments, LLC | 10.78K | Dec 31, 25 | +635 | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 10.52K | Dec 31, 25 | -- | 0.00% |
| Catalytic Wealth RIA, LLC | 10.47K | Dec 31, 25 | -63 | 0.00% |
| GeoWealth Management, LLC | 10.43K | Dec 31, 25 | +2.39K | 0.00% |
| GLENMEDE TRUST CO NA | 10.06K | Dec 31, 25 | +10.06K | 0.00% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10.05K | Dec 31, 25 | +10.05K | 0.00% |
| Allspring Global Investments Holdings, LLC | 9.65K | Dec 31, 25 | +1.56K | 0.00% |
| PARK AVENUE SECURITIES LLC | 9.57K | Dec 31, 25 | +515 | 0.00% |
| Marotta Asset Management | 9.54K | Dec 31, 25 | -- | 0.00% |
| FIRST TRUST ADVISORS LP | 9.51K | Dec 31, 25 | -1.02K | 0.00% |
| Federation des caisses Desjardins du Quebec | 9.33K | Dec 31, 25 | -29.08K | 0.00% |
| Qtron Investments LLC | 9.24K | Dec 31, 25 | +9.24K | 0.00% |
| VAN ECK ASSOCIATES CORP | 9.17K | Dec 31, 25 | +1.25K | 0.00% |
| Sterling Capital Management LLC | 8.72K | Dec 31, 25 | -73 | 0.00% |
| Neuberger Berman Group LLC | 8.71K | Dec 31, 25 | -230 | 0.00% |
| Versant Capital Management, Inc | 8.58K | Dec 31, 25 | -332 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 8.55K | Dec 31, 25 | +178 | 0.00% |
| Quantbot Technologies LP | 8.41K | Dec 31, 25 | +8.41K | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.19K | Dec 31, 25 | +468 | 0.00% |
| Quadcap Wealth Management, LLC | 7.91K | Dec 31, 25 | -- | 0.00% |
| Jefferies Financial Group Inc. | 7.63K | Dec 31, 25 | +7.63K | 0.00% |
| Inspire Investing, LLC | 7.59K | Dec 31, 25 | -201 | 0.00% |
| NewEdge Advisors, LLC | 7.57K | Dec 31, 25 | +1.19K | 0.00% |
| Seed Wealth Management, Inc. | 7.57K | Dec 31, 25 | -- | 0.00% |
| EQUITY INVESTMENT CORP | 7.50K | Dec 31, 25 | +285 | 0.00% |
| RHUMBLINE ADVISERS | 7.38K | Dec 31, 25 | +438 | 0.00% |
| TRUIST FINANCIAL CORP | 7.29K | Dec 31, 25 | -154 | 0.00% |
| Concurrent Investment Advisors, LLC | 7.09K | Dec 31, 25 | +7.09K | 0.00% |
| AlphaCore Capital LLC | 7.01K | Dec 31, 25 | -1.16K | 0.00% |
| Intellectus Partners, LLC | 6.97K | Dec 31, 25 | -2.93K | 0.00% |
| Savant Capital, LLC | 6.84K | Dec 31, 25 | +149 | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.60K | Dec 31, 25 | -8.00K | 0.00% |
| Dynasty Wealth Management, LLC | 6.34K | Dec 31, 25 | +262 | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 6.16K | Dec 31, 25 | -109 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 5.86K | Dec 31, 25 | -38 | 0.00% |
| EverSource Wealth Advisors, LLC | 4.83K | Dec 31, 25 | -248 | 0.00% |
| GAMMA Investing LLC | 4.40K | Dec 31, 25 | +562 | 0.00% |
| BESSEMER GROUP INC | 4.06K | Dec 31, 25 | +116 | 0.00% |
| Kestra Advisory Services, LLC | 3.83K | Dec 31, 25 | +3.83K | 0.00% |
| MAI Capital Management | 3.53K | Dec 31, 25 | -- | 0.00% |
| Geneos Wealth Management Inc. | 3.16K | Dec 31, 25 | -- | 0.00% |
| Smartleaf Asset Management LLC | 2.82K | Dec 31, 25 | +334 | 0.00% |
| Root Financial Partners, LLC | 2.81K | Dec 31, 25 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 2.74K | Dec 31, 25 | +1.21K | 0.00% |
| Hara Capital LLC | 2.16K | Dec 31, 25 | -- | 0.00% |
| Parallel Advisors, LLC | 1.94K | Dec 31, 25 | -16 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.93K | Dec 31, 25 | +514 | 0.00% |
| Ronald Blue Trust, Inc. | 1.91K | Dec 31, 25 | -342 | 0.00% |
| Global Retirement Partners, LLC | 1.89K | Dec 31, 25 | +1.68K | 0.00% |
| Rockefeller Capital Management L.P. | 1.77K | Dec 31, 25 | -468 | 0.00% |
| Farther Finance Advisors, LLC | 1.70K | Dec 31, 25 | +764 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 1.58K | Dec 31, 25 | -402 | 0.00% |
| CWM, LLC | 1.49K | Dec 31, 25 | -140 | 0.00% |
| Grove Bank & Trust | 1.40K | Dec 31, 25 | -66 | 0.00% |
| Allworth Financial LP | 1.40K | Dec 31, 25 | -441 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.30K | Dec 31, 25 | +1.30K | 0.00% |
| Frazier Financial Advisors, LLC | 1.22K | Dec 31, 25 | +11 | 0.00% |
| Advisors Asset Management, Inc. | 1.09K | Dec 31, 25 | +1.09K | 0.00% |
| SRS Capital Advisors, Inc. | 968 | Dec 31, 25 | +569 | 0.00% |
| WealthCollab, LLC | 942 | Dec 31, 25 | -- | 0.00% |
| Garner Asset Management Corp | 825 | Dec 31, 25 | +825 | 0.00% |
| IFP Advisors, Inc | 806 | Dec 31, 25 | -37 | 0.00% |
| Newbridge Financial Services Group, Inc. | 800 | Dec 31, 25 | -- | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 750 | Dec 31, 25 | -- | 0.00% |
| Brentview Investment Management LLC | 700 | Dec 31, 25 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 624 | Dec 31, 25 | -761 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 483 | Dec 31, 25 | +314 | 0.00% |
| Spire Wealth Management | 472 | Dec 31, 25 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 448 | Dec 31, 25 | -40 | 0.00% |
| Empowered Funds, LLC | 444 | Dec 31, 25 | +444 | 0.00% |
| Caitong International Asset Management Co., Ltd | 436 | Dec 31, 25 | -700 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 424 | Dec 31, 25 | -- | 0.00% |
| ASSETMARK, INC | 346 | Dec 31, 25 | +16 | 0.00% |
| Parkside Financial Bank & Trust | 338 | Dec 31, 25 | -- | 0.00% |
| Ancora Advisors, LLC | 307 | Dec 31, 25 | +77 | 0.00% |
| Steward Partners Investment Advisory, LLC | 273 | Dec 31, 25 | -36 | 0.00% |
| MONTAG A & ASSOCIATES INC | 255 | Dec 31, 25 | -35 | 0.00% |
| Physician Wealth Advisors, Inc. | 253 | Dec 31, 25 | -- | 0.00% |
| UMB Bank, n.a. | 247 | Dec 31, 25 | +118 | 0.00% |
| Larson Financial Group LLC | 241 | Dec 31, 25 | -248 | 0.00% |
| Salomon & Ludwin, LLC | 233 | Dec 31, 25 | -- | 0.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 216 | Dec 31, 25 | +16 | 0.00% |
| SageView Advisory Group, LLC | 181 | Dec 31, 25 | +181 | 0.00% |
| Clean Yield Group | 175 | Dec 31, 25 | -430 | 0.00% |
| TD Waterhouse Canada Inc. | 174 | Dec 31, 25 | -1.06K | 0.00% |
| Harbor Asset Planning, Inc. | 151 | Dec 31, 25 | -- | 0.00% |
| WPG Advisers, LLC | 147 | Dec 31, 25 | -12 | 0.00% |
| Bare Financial Services, Inc | 134 | Dec 31, 25 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 106 | Dec 31, 25 | +17 | 0.00% |
| Kozak & Associates, Inc. | 100 | Dec 31, 25 | -- | 0.00% |
| CVA Family Office, LLC | 96 | Dec 31, 25 | -40 | 0.00% |
| Transamerica Financial Advisors, Inc. | 90 | Dec 31, 25 | -- | 0.00% |
| Sound Income Strategies, LLC | 84 | Dec 31, 25 | +84 | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 83 | Dec 31, 25 | -- | 0.00% |
| Wealth Preservation Advisors, LLC | 82 | Dec 31, 25 | +82 | 0.00% |
| CIBC Private Wealth Group, LLC | 80 | Dec 31, 25 | +2 | 0.00% |
| Financial Network Wealth Advisors LLC | 78 | Dec 31, 25 | -- | 0.00% |
| GW&K Investment Management, LLC | 66 | Dec 31, 25 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 63 | Dec 31, 25 | -- | 0.00% |
| Ramirez Asset Management, Inc. | 60 | Dec 31, 25 | +60 | 0.00% |
| IMA Wealth, Inc. | 57 | Dec 31, 25 | +57 | 0.00% |
| SBI Securities Co., Ltd. | 49 | Dec 31, 25 | -3 | 0.00% |
| Smithfield Trust Co | 48 | Dec 31, 25 | +48 | 0.00% |
| Elyxium Wealth, LLC | 48 | Dec 31, 25 | +48 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 47 | Dec 31, 25 | +8 | 0.00% |
| JNBA Financial Advisors | 45 | Dec 31, 25 | +45 | 0.00% |
| Cedar Mountain Advisors, LLC | 43 | Dec 31, 25 | -59 | 0.00% |
| True Wealth Design, LLC | 42 | Dec 31, 25 | -33 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 42 | Dec 31, 25 | +15 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 39 | Dec 31, 25 | +39 | 0.00% |
| TD Capital Management LLC | 39 | Dec 31, 25 | -- | 0.00% |
| Bell Investment Advisors, Inc | 25 | Dec 31, 25 | +9 | 0.00% |
| Cornerstone Planning Group LLC | 22 | Dec 31, 25 | -13 | 0.00% |
| Independence Bank of Kentucky | 21 | Dec 31, 25 | +21 | 0.00% |
| Key FInancial Inc | 21 | Dec 31, 25 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 21 | Dec 31, 25 | -8 | 0.00% |
| Manchester Capital Management LLC | 21 | Dec 31, 25 | -- | 0.00% |
| Principia Wealth Advisory, LLC | 18 | Dec 31, 25 | -- | 0.00% |
| CENTRAL TRUST Co | 13 | Dec 31, 25 | -- | 0.00% |
| Kilter Group LLC | 11 | Dec 31, 25 | +11 | 0.00% |
| Turning Point Benefit Group, Inc. | 10 | Dec 31, 25 | -- | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | Dec 31, 25 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 8 | Dec 31, 25 | -- | 0.00% |
| Nemes Rush Group LLC | 7 | Dec 31, 25 | +7 | 0.00% |
| MANNING & NAPIER ADVISORS LLC | 6 | Dec 31, 25 | +6 | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 5 | Dec 31, 25 | +5 | 0.00% |
| Ballentine Partners, LLC | -- | Dec 31, 25 | -7.17K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -12 | -- |
| Merit Financial Group, LLC | -- | Dec 31, 25 | -5.76K | -- |
| Johnson Financial Group, Inc. | -- | Dec 31, 25 | -289 | -- |
| CAPTRUST FINANCIAL ADVISORS | -- | Dec 31, 25 | -5.65K | -- |
| Engineers Gate Manager LP | -- | Dec 31, 25 | -5.97K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -23 | -- |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | -- | Dec 31, 25 | -580.21K | -- |
| MACQUARIE GROUP LTD | -- | Dec 31, 25 | -6.26K | -- |
| TECTONIC ADVISORS LLC | -- | Dec 31, 25 | -28.80K | -- |
| Bayesian Capital Management, LP | -- | Dec 31, 25 | -10.30K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -3.32K | -- |
| DGS Capital Management, LLC | -- | Dec 31, 25 | -6.01K | -- |
| Wealthspire Advisors, LLC | -- | Dec 31, 25 | -161 | -- |
| ACADIAN ASSET MANAGEMENT LLC | -- | Dec 31, 25 | -81.95K | -- |
| Entropy Technologies, LP | -- | Dec 31, 25 | -11.05K | -- |
| American Capital Advisory, LLC | -- | Dec 31, 25 | -5 | -- |
| STEADFAST CAPITAL MANAGEMENT LP | -- | Dec 31, 25 | -171.62K | -- |
| Bayforest Capital Ltd | -- | Dec 31, 25 | -636 | -- |
| THOMPSON INVESTMENT MANAGEMENT, INC. | -- | Dec 31, 25 | -787 | -- |
| Palisade Asset Management, LLC | -- | Dec 31, 25 | -4 | -- |
| Penn Mutual Asset Management, LLC | -- | Dec 31, 25 | -13.32K | -- |
| Corient IA LLC | -- | Dec 31, 25 | -10.00K | -- |
| Leith Wheeler Investment Counsel Ltd. | -- | Dec 31, 25 | -30.69K | -- |
| Kovitz Investment Group Partners, LLC | -- | Dec 31, 25 | -7.20K | -- |
| Apollon Wealth Management, LLC | -- | Dec 31, 25 | -6.17K | -- |
| MATHER GROUP, LLC. | -- | Dec 31, 25 | -48 | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Dec 31, 25 | -6.39K | -- |
| BRYN MAWR TRUST Co | -- | Dec 31, 25 | -880 | -- |
| Jarislowsky, Fraser Ltd | 17.15K | Sep 30, 25 | -3.67K | 0.00% |
| Glenmede Investment Management, LP | 10.68K | Sep 30, 25 | +10.68K | 0.00% |
| Ridgewood Investments LLC | 9.62K | Sep 30, 25 | -263 | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 6.93K | Sep 30, 25 | -359 | 0.00% |
| First Affirmative Financial Network | 5.74K | Sep 30, 25 | +5.74K | 0.00% |
| Binnacle Investments Inc | 71 | Sep 30, 25 | -27 | 0.00% |
| First Horizon Advisors, Inc. | 40 | Jun 30, 25 | -33 | 0.00% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -148 | -- |
| Schechter Investment Advisors, LLC | 32.20K | Mar 31, 25 | -3.12K | 0.01% |
| Callan Capital, LLC | 9.18K | Mar 31, 25 | +9.18K | 0.00% |
| Lindbrook Capital, LLC | 813 | Mar 31, 25 | -225 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 46 | Mar 31, 25 | +5 | 0.00% |
| Keene & Associates, Inc. | 13.69K | Dec 31, 24 | +2.11K | 0.00% |
| WR Wealth Planners, LLC | 129 | Dec 31, 24 | +26 | 0.00% |
| Zions Bancorporation, N.A. | 89 | Dec 31, 24 | -64 | 0.00% |
| Sugarloaf Wealth Management, LLC | -- | Dec 31, 24 | -87 | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -250 | -- |
| RAYMOND JAMES & ASSOCIATES | 128.85K | Sep 30, 24 | +81.50K | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 20.58K | Sep 30, 24 | +6.05K | 0.00% |
| First Trust Direct Indexing L.P. | 9.66K | Sep 30, 24 | +626 | 0.00% |
| PRIO WEALTH LIMITED PARTNERSHIP | 7.58K | Sep 30, 24 | -1.13K | 0.00% |
| FinTrust Capital Advisors, LLC | 158 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 347.74K | Jun 30, 24 | -335.69K | 0.08% |
| JANICZEK WEALTH MANAGEMENT, LLC | 195 | Jun 30, 24 | -- | 0.00% |
| Spotlight Asset Group, Inc. | 103 | Jun 30, 24 | -- | 0.00% |
| WADE G W & INC | 26.76K | Dec 31, 23 | +4.41K | 0.01% |
| Simplicity Solutions, LLC | 11.87K | Dec 31, 23 | +2.45K | 0.00% |
| Bartlett & Co. LLC | 63 | Dec 31, 23 | -- | 0.00% |
| ADVISOR PARTNERS II, LLC | 9.94K | Sep 30, 23 | -2.42K | 0.00% |
| Sutton Wealth Advisors Inc. | 325 | Sep 30, 23 | -- | 0.00% |
| Tekla Capital Management LLC | 181.71K | Jun 30, 23 | -- | 0.04% |
| THOMAS WHITE INTERNATIONAL LTD | 514 | Jun 30, 23 | -- | 0.00% |
| BLUESTEIN R H & CO LLC | 10.00K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 889 | Sep 30, 22 | +889 | 0.00% |
| FourThought Financial, LLC | 325 | Sep 30, 22 | -- | 0.00% |
| Covington Capital Management | 141 | Sep 30, 22 | +141 | 0.00% |
| Private Capital Group, LLC | 430 | Jun 30, 22 | +41 | 0.00% |
| Fieldpoint Private Securities, LLC | 99 | Jun 30, 22 | +39 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 892.49K | Mar 31, 22 | +82.49K | 0.21% |
| People's United Financial, Inc. | -- | Mar 31, 22 | -17.50K | -- |
| REILLY FINANCIAL ADVISORS, LLC | 62.57K | Dec 31, 21 | +266 | 0.01% |
| Carroll Financial Associates, Inc. | 167 | Dec 31, 21 | +167 | 0.00% |
| NEXT Financial Group, Inc | 52 | Dec 31, 21 | +11 | 0.00% |
| Marshall Wace North America L.P. | 322.74K | Sep 30, 21 | +189.93K | 0.08% |
| BBVA USA | 877 | Sep 30, 21 | -200 | 0.00% |
| Berman Capital Advisors, LLC | 161 | Sep 30, 21 | -83 | 0.00% |
| PNC Managed Account Solutions, Inc. | 27 | Jun 30, 21 | +27 | 0.00% |
| AMUNDI ASSET MANAGEMENT US, INC. | 538.63K | Mar 31, 21 | +600 | 0.13% |
| Fairpointe Capital LLC | 13.67K | Mar 31, 21 | -136.67K | 0.00% |
| Aperio Group, LLC | 308.96K | Dec 31, 20 | -33.27K | 0.07% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 6.76K | Dec 31, 20 | +1.53K | 0.00% |
| Winslow, Evans & Crocker, Inc. | 225 | Dec 31, 20 | -- | 0.00% |
| Reby Advisors, LLC | 27 | Dec 31, 20 | +27 | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 4.69K | Sep 30, 20 | -- | 0.00% |
| Price Wealth, LLC | 2.74K | Sep 30, 20 | -11.57K | 0.00% |
| BRINKER CAPITAL INC | 10.48K | Jun 30, 20 | +10.48K | 0.00% |
| NumerixS Investment Technologies Inc | 2.80K | Jun 30, 20 | -1.90K | 0.00% |
| Global Financial Private Capital, Inc | 750 | Jun 30, 20 | +32 | 0.00% |
| Lenox Wealth Management, Inc. | 213 | Jun 30, 20 | +41 | 0.00% |
| Advisor Group, Inc. | 51.55K | Dec 31, 19 | +30.34K | 0.01% |
| CIBC BANK USA | 22.16K | Dec 31, 19 | -127 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.88K | Dec 31, 19 | +1.22K | 0.00% |
| FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 741.00K | Sep 30, 19 | -116.05K | 0.17% |
| SUNTRUST BANKS INC | 90.29K | Sep 30, 19 | -15.82K | 0.02% |
| BB&T SECURITIES, LLC | 13.61K | Sep 30, 19 | -5.77K | 0.00% |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 9.20K | Sep 30, 19 | +9.20K | 0.00% |
| Delphi Private Advisors LLC | 68 | Jun 30, 19 | +68 | 0.00% |
| BREMER TRUST NATIONAL ASSOCIATION | 281 | Dec 31, 18 | +281 | 0.00% |
| WealthTrust-Arizona, LLC | 259 | Dec 31, 18 | +3 | 0.00% |
| Zions Bancorporation | 773 | Sep 30, 18 | -- | 0.00% |
| PEAK6 Group LLC | -- | Jun 30, 18 | -43.45K | -- |
| GRATRY & Co LLC | 17.61K | Mar 31, 18 | -3.66K | 0.00% |
| GENESEE VALLEY TRUST CO | 10.74K | Mar 31, 18 | -- | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 1.98K | Dec 31, 17 | +198 | 0.00% |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -2.20K | -- |
| CAPSTONE ASSET MANAGEMENT CO | 256.33K | Jun 30, 17 | +4.02K | 0.06% |
| BLUE JAY CAPITAL MANAGEMENT, LLC | 200.00K | Jun 30, 17 | +200.00K | 0.05% |
| Geneva Advisors, LLC | 38.54K | Jun 30, 17 | +4.51K | 0.01% |
| Virtu KCG Holdings LLC | 12.49K | Jun 30, 17 | -3.59K | 0.00% |
| Commonwealth Equity Services, Inc | 6.69K | Jun 30, 17 | +6.69K | 0.00% |
| R&F Capital Advisors LP | 18.04K | Mar 31, 17 | +18.04K | 0.00% |
| Princeton Alpha Management LP | 9.86K | Mar 31, 17 | -1.50K | 0.00% |
| EverPoint Asset Management, LLC | 175.00K | Dec 31, 16 | +175.00K | 0.04% |
| Calvert Investment Management, Inc. | 9.14K | Dec 31, 16 | -57 | 0.00% |
| BlackRock Investment Management, LLC | 5.00K | Dec 31, 16 | +5.00K | 0.00% |
| KANALY TRUST CO | 42 | Dec 31, 16 | -- | 0.00% |
| MSI Financial Services Inc | 17 | Dec 31, 16 | -1 | 0.00% |
| BlackRock Institutional Trust Company, N.A. | -- | Dec 31, 16 | -23.57K | -- |
| EDMOND DE ROTHSCHILD (MONACO) | 2.46K | Sep 30, 16 | +2.46K | 0.00% |
| Emerald Acquisition Ltd. | -- | Sep 30, 16 | -22.03K | -- |
| RUSSELL FRANK CO/ | 25.88K | Mar 31, 16 | +5.54K | 0.01% |
| Gupta Wealth Management LLC | 909 | Mar 31, 16 | +558 | 0.00% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -40.04K | -- |
| GREEN ARROW CAPITAL MANAGEMENT LLC | 80.20K | Sep 30, 15 | -- | 0.02% |
| OFI Advisors LLC | 572 | Sep 30, 15 | -49 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 1.23M | Jun 30, 15 | -12.77K | 0.29% |
| PHILADELPHIA INTERNATIONAL ADVISORS LP | 139.99K | Mar 31, 15 | -66.51K | 0.03% |
| ICC CAPITAL MANAGEMENT INC/ | 16.69K | Mar 31, 15 | +410 | 0.00% |
| STERNE AGEE GROUP, INC. | 12.28K | Mar 31, 15 | -1.94K | 0.00% |
| Mariner Wealth Advisors-NYC, LLC | 76 | Mar 31, 15 | +76 | 0.00% |
| BAIRD ROBERT W & CO INC /WI/ | -- | Mar 31, 15 | -6.59K | -- |
| Loeb Offshore Management LP | 518.18K | Dec 31, 14 | +381.83K | 0.12% |
| Placemark Investments, Inc. | 15.55K | Dec 31, 14 | +6.86K | 0.00% |
| SEI TRUST CO | 15.24K | Sep 30, 14 | -- | 0.00% |
| UBS AG | 8.81K | Sep 30, 14 | -4.38K | 0.00% |
| ALPINE ASSOCIATES ADVISORS | -- | Sep 30, 14 | -147.04K | -- |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | -- | Dec 31, 13 | -9.40K | -- |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -12.49K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 32.14K | Sep 30, 13 | +4.51K | 0.01% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -4.40K | -- |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 9.39K | Mar 31, 13 | -7.46K | 0.00% |
| RBC cees Trustee LTD | 59.79K | Sep 30, 09 | -- | 0.01% |
| RBC Phillips, Hager & North Investment Counsel Inc. | 100 | Sep 30, 09 | -- | 0.00% |
| RBC Dominion Securities Inc. | -- | Dec 31, 08 | -2.00K | -- |
| RBC CMA LLC | 32.10K | Jun 30, 06 | +9.40K | 0.01% |