SWBI(SWBI)
SWBI
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 4.09M | Jun 30, 26 | +158.15K | 9.15% |
| DIMENSIONAL FUND ADVISORS LP | 2.68M | Jun 30, 26 | +62.44K | 5.99% |
| RENAISSANCE TECHNOLOGIES LLC | 2.22M | Jun 30, 26 | +68.70K | 4.96% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.90M | Jun 30, 26 | +42.34K | 4.25% |
| TWO SIGMA INVESTMENTS, LP | 1.76M | Jun 30, 26 | +102.51K | 3.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.32M | Jun 30, 26 | +205.39K | 2.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 993.64K | Jun 30, 26 | -214.15K | 2.22% |
| Sixth Street Partners Management Company, L.P. | 993.64K | Jun 30, 26 | +993.64K | 2.22% |
| GOLDMAN SACHS GROUP INC | 975.57K | Jun 30, 26 | +442.41K | 2.18% |
| STATE STREET CORP | 936.60K | Jun 30, 26 | +98.23K | 2.09% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 854.96K | Jun 30, 26 | +489.97K | 1.91% |
| Qube Research & Technologies Ltd | 815.14K | Jun 30, 26 | +815.14K | 1.82% |
| AMERICAN CENTURY COMPANIES INC | 757.34K | Jun 30, 26 | +316.24K | 1.69% |
| Trexquant Investment LP | 573.65K | Jun 30, 26 | +179.50K | 1.28% |
| Allianz Asset Management GmbH | 503.67K | Jun 30, 26 | +58.17K | 1.13% |
| AQR CAPITAL MANAGEMENT LLC | 502.25K | Jun 30, 26 | +18.67K | 1.12% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 470.44K | Jun 30, 26 | +41.85K | 1.05% |
| NORTHERN TRUST CORP | 427.31K | Jun 30, 26 | +75.55K | 0.96% |
| Bank of New York Mellon Corp | 427.05K | Jun 30, 26 | +9.24K | 0.95% |
| MORGAN STANLEY | 340.10K | Jun 30, 26 | +36.39K | 0.76% |
| Point72 Asset Management, L.P. | 324.65K | Jun 30, 26 | +187.81K | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 294.14K | Jun 30, 26 | +6.72K | 0.66% |
| HRT FINANCIAL LP | 236.81K | Jun 30, 26 | -114.87K | 0.53% |
| MARSHALL WACE, LLP | 235.01K | Jun 30, 26 | +5.25K | 0.53% |
| CITADEL ADVISORS LLC | 213.69K | Jun 30, 26 | +866 | 0.48% |
| ACADIAN ASSET MANAGEMENT LLC | 213.46K | Jun 30, 26 | +195.41K | 0.48% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 191.85K | Jun 30, 26 | +142.53K | 0.43% |
| FIRST TRUST ADVISORS LP | 168.91K | Jun 30, 26 | +27.13K | 0.38% |
| Squarepoint Ops LLC | 166.53K | Jun 30, 26 | +50.43K | 0.37% |
| UBS Group AG | 160.29K | Jun 30, 26 | -46.58K | 0.36% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 151.79K | Jun 30, 26 | +138.68K | 0.34% |
| Man Group plc | 151.47K | Jun 30, 26 | +151.47K | 0.34% |
| Connor, Clark & Lunn Investment Management Ltd. | 150.69K | Jun 30, 26 | +127.41K | 0.34% |
| PDT Partners, LLC | 131.69K | Jun 30, 26 | +70.95K | 0.29% |
| Pacer Advisors, Inc. | 130.41K | Jun 30, 26 | -23.45K | 0.29% |
| Y-Intercept (Hong Kong) Ltd | 129.42K | Jun 30, 26 | +129.42K | 0.29% |
| Quantinno Capital Management LP | 125.74K | Jun 30, 26 | +60.96K | 0.28% |
| TUDOR INVESTMENT CORP ET AL | 125.67K | Jun 30, 26 | -37.59K | 0.28% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 121.77K | Jun 30, 26 | +121.77K | 0.27% |
| Invesco Ltd. | 113.35K | Jun 30, 26 | -24.49K | 0.25% |
| Aviance Capital Partners, LLC | 110.06K | Jun 30, 26 | -10.60K | 0.25% |
| Nuveen, LLC | 103.19K | Jun 30, 26 | +7.79K | 0.23% |
| PRUDENTIAL FINANCIAL INC | 94.83K | Jun 30, 26 | +94.83K | 0.21% |
| JPMORGAN CHASE & CO | 93.48K | Jun 30, 26 | +28.71K | 0.21% |
| SummerHaven Investment Management, LLC | 91.34K | Jun 30, 26 | -- | 0.20% |
| Lesa Sroufe & Co | 86.09K | Jun 30, 26 | +2.53K | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 82.77K | Jun 30, 26 | +3.37K | 0.19% |
| ROYAL BANK OF CANADA | 80.24K | Jun 30, 26 | +14.99K | 0.18% |
| FRANKLIN RESOURCES INC | 78.87K | Jun 30, 26 | -5.98K | 0.18% |
| Kestra Advisory Services, LLC | 62.44K | Jun 30, 26 | -91 | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 62.07K | Jun 30, 26 | -21.68K | 0.14% |
| RHUMBLINE ADVISERS | 56.35K | Jun 30, 26 | +1.80K | 0.13% |
| Russell Investments Group, Ltd. | 54.92K | Jun 30, 26 | +42.72K | 0.12% |
| CI Private Wealth, LLC | 54.08K | Jun 30, 26 | +37.53K | 0.12% |
| MACKENZIE FINANCIAL CORP | 52.83K | Jun 30, 26 | +52.83K | 0.12% |
| BANK OF AMERICA CORP /DE/ | 49.60K | Jun 30, 26 | -7.04K | 0.11% |
| WELLS FARGO & COMPANY/MN | 48.38K | Jun 30, 26 | -60.50K | 0.11% |
| STATE OF WISCONSIN INVESTMENT BOARD | 48.27K | Jun 30, 26 | +48.27K | 0.11% |
| Centiva Capital, LP | 47.76K | Jun 30, 26 | -4.86K | 0.11% |
| DEUTSCHE BANK AG\ | 44.90K | Jun 30, 26 | +6.05K | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 44.44K | Jun 30, 26 | -64.19K | 0.10% |
| FOX RUN MANAGEMENT, L.L.C. | 42.85K | Jun 30, 26 | +15.79K | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 42.53K | Jun 30, 26 | -9.54K | 0.10% |
| Creative Planning | 39.42K | Jun 30, 26 | +1.05K | 0.09% |
| LPL Financial LLC | 38.89K | Jun 30, 26 | -3.64K | 0.09% |
| ROMAN BUTLER FULLERTON & CO | 38.77K | Jun 30, 26 | -400 | 0.09% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 36.65K | Jun 30, 26 | +2.80K | 0.08% |
| ALLIANCEBERNSTEIN L.P. | 36.34K | Jun 30, 26 | -- | 0.08% |
| Independent Advisor Alliance | 35.88K | Jun 30, 26 | +480 | 0.08% |
| Odyssean, LLC | 35.10K | Jun 30, 26 | +35.10K | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 34.63K | Jun 30, 26 | +2.77K | 0.08% |
| Prospera Financial Services Inc | 33.98K | Jun 30, 26 | -97 | 0.08% |
| LAZARD ASSET MANAGEMENT LLC | 32.06K | Jun 30, 26 | +32.06K | 0.07% |
| CITIGROUP INC | 29.42K | Jun 30, 26 | +18.03K | 0.07% |
| MetLife Investment Management, LLC | 29.23K | Jun 30, 26 | +4.55K | 0.07% |
| IMC-Chicago, LLC | 29.23K | Jun 30, 26 | +17.74K | 0.07% |
| REGIONS FINANCIAL CORP | 28.92K | Jun 30, 26 | -- | 0.06% |
| XTX Topco Ltd | 27.66K | Jun 30, 26 | +27.66K | 0.06% |
| Virtu Financial LLC | 27.64K | Jun 30, 26 | +27.64K | 0.06% |
| Magnetar Financial LLC | 25.28K | Jun 30, 26 | +7.42K | 0.06% |
| State of Wyoming | 22.77K | Jun 30, 26 | -9.89K | 0.05% |
| Fidelis Capital Partners, LLC | 22.33K | Jun 30, 26 | -50 | 0.05% |
| Graham Capital Management, L.P. | 21.97K | Jun 30, 26 | +21.97K | 0.05% |
| ALGERT GLOBAL LLC | 21.94K | Jun 30, 26 | +21.94K | 0.05% |
| Vident Advisory, LLC | 21.66K | Jun 30, 26 | -221 | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.24K | Jun 30, 26 | -854 | 0.05% |
| SEI INVESTMENTS CO | 21.12K | Jun 30, 26 | +21.12K | 0.05% |
| Engineers Gate Manager LP | 21.07K | Jun 30, 26 | -20.17K | 0.05% |
| VOYA INVESTMENT MANAGEMENT LLC | 20.92K | Jun 30, 26 | +20.92K | 0.05% |
| HighTower Advisors, LLC | 20.88K | Jun 30, 26 | -5.29K | 0.05% |
| Walleye Capital LLC | 20.77K | Jun 30, 26 | +16.78K | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 20.53K | Jun 30, 26 | -624 | 0.05% |
| Campbell & CO Investment Adviser LLC | 20.43K | Jun 30, 26 | +20.43K | 0.05% |
| Mariner, LLC | 19.96K | Jun 30, 26 | -2.29K | 0.04% |
| Dynamic Technology Lab Private Ltd | 19.79K | Jun 30, 26 | -2.75K | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 19.66K | Jun 30, 26 | +2.25K | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 19.31K | Jun 30, 26 | -4.55K | 0.04% |
| Sterling Capital Management LLC | 18.69K | Jun 30, 26 | -584 | 0.04% |
| Cornerstone Investment Partners, LLC | 17.91K | Jun 30, 26 | -860 | 0.04% |
| Vanguard Global Advisers, LLC | 17.13K | Jun 30, 26 | -- | 0.04% |
| EXCHANGE TRADED CONCEPTS, LLC | 16.90K | Jun 30, 26 | +680 | 0.04% |
| Avantax Planning Partners, Inc. | 16.63K | Jun 30, 26 | -- | 0.04% |
| D. E. Shaw & Co., Inc. | 16.54K | Jun 30, 26 | -8.17K | 0.04% |
| STIFEL FINANCIAL CORP | 16.43K | Jun 30, 26 | +533 | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.88K | Jun 30, 26 | -103.79K | 0.04% |
| Cetera Investment Advisers | 15.04K | Jun 30, 26 | -10.82K | 0.03% |
| OXFORD ASSET MANAGEMENT LLP | 14.50K | Jun 30, 26 | -29.19K | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 13.83K | Jun 30, 26 | +2.78K | 0.03% |
| GSA CAPITAL PARTNERS LLP | 13.60K | Jun 30, 26 | +13.60K | 0.03% |
| INTECH INVESTMENT MANAGEMENT LLC | 13.54K | Jun 30, 26 | -- | 0.03% |
| Toroso Investments, LLC | 13.39K | Jun 30, 26 | -21.29K | 0.03% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 13.27K | Jun 30, 26 | +13.27K | 0.03% |
| Empowered Funds, LLC | 13.08K | Jun 30, 26 | -4.39K | 0.03% |
| BARCLAYS PLC | 12.70K | Jun 30, 26 | -3.35K | 0.03% |
| FMR LLC | 12.67K | Jun 30, 26 | +274 | 0.03% |
| R Squared Ltd | 12.30K | Jun 30, 26 | +12.30K | 0.03% |
| AMERIPRISE FINANCIAL INC | 12.08K | Jun 30, 26 | -264 | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.07K | Jun 30, 26 | +12.07K | 0.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11.56K | Jun 30, 26 | -495 | 0.03% |
| J.W. COLE ADVISORS, INC. | 11.35K | Jun 30, 26 | +11.35K | 0.03% |
| SG Americas Securities, LLC | 11.10K | Jun 30, 26 | -18.68K | 0.02% |
| Gotham Asset Management, LLC | 11.05K | Jun 30, 26 | +11.05K | 0.02% |
| Cerity Partners LLC | 10.42K | Jun 30, 26 | -730 | 0.02% |
| NKCFO LLC | 6.79K | Jun 30, 26 | +6.79K | 0.02% |
| Integrated Wealth Concepts LLC | 5.61K | Jun 30, 26 | +5.61K | 0.01% |
| Tower Research Capital LLC (TRC) | 4.52K | Jun 30, 26 | +805 | 0.01% |
| Mirae Asset Global Investments Co., Ltd. | 4.43K | Jun 30, 26 | +4.43K | 0.01% |
| Quantbot Technologies LP | 4.36K | Jun 30, 26 | +4.36K | 0.01% |
| Legal & General Group Plc | 4.34K | Jun 30, 26 | -4.56K | 0.01% |
| Rockefeller Capital Management L.P. | 4.03K | Jun 30, 26 | -- | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3.93K | Jun 30, 26 | -86 | 0.01% |
| Ameritas Investment Partners, Inc. | 3.71K | Jun 30, 26 | -- | 0.01% |
| Larson Financial Group LLC | 2.85K | Jun 30, 26 | -- | 0.01% |
| State of Alaska, Department of Revenue | 2.35K | Jun 30, 26 | -- | 0.01% |
| HUNTINGTON NATIONAL BANK | 2.08K | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 1.91K | Jun 30, 26 | +10 | 0.00% |
| Newbridge Financial Services Group, Inc. | 1.80K | Jun 30, 26 | +1.80K | 0.00% |
| Allworth Financial LP | 1.78K | Jun 30, 26 | +357 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.66K | Jun 30, 26 | +18 | 0.00% |
| Legacy Bridge, LLC | 1.63K | Jun 30, 26 | +1.63K | 0.00% |
| SRS Capital Advisors, Inc. | 1.57K | Jun 30, 26 | +1.10K | 0.00% |
| IFP Advisors, Inc | 1.47K | Jun 30, 26 | +47 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.11K | Jun 30, 26 | +800 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 987 | Jun 30, 26 | +5 | 0.00% |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 910 | Jun 30, 26 | -- | 0.00% |
| Covestor Ltd | 908 | Jun 30, 26 | -4 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 882 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 844 | Jun 30, 26 | +8 | 0.00% |
| CLEAR STREET MARKETS LLC | 683 | Jun 30, 26 | +683 | 0.00% |
| Fortis Group Advisors, LLC | 674 | Jun 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 613 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 600 | Jun 30, 26 | +300 | 0.00% |
| ST GERMAIN D J CO INC | 550 | Jun 30, 26 | -100 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 467 | Jun 30, 26 | +4 | 0.00% |
| Caitong International Asset Management Co., Ltd | 455 | Jun 30, 26 | +455 | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 414 | Jun 30, 26 | -195 | 0.00% |
| US BANCORP \DE\ | 409 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 396 | Jun 30, 26 | -64 | 0.00% |
| TSFG, LLC | 342 | Jun 30, 26 | -- | 0.00% |
| Winch Advisory Services, LLC | 329 | Jun 30, 26 | +3 | 0.00% |
| Capital Analysts, LLC | 324 | Jun 30, 26 | +3 | 0.00% |
| SIGNATUREFD, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 288 | Jun 30, 26 | +288 | 0.00% |
| NewEdge Advisors, LLC | 280 | Jun 30, 26 | +8 | 0.00% |
| Synergy Investment Management, LLC | 275 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 272 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 268 | Jun 30, 26 | -149 | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 241 | Jun 30, 26 | +241 | 0.00% |
| Archer Investment Corp | 224 | Jun 30, 26 | +2 | 0.00% |
| Vermillion Wealth Management, Inc. | 210 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 202 | Jun 30, 26 | -- | 0.00% |
| Markowski Investments | 200 | Jun 30, 26 | +200 | 0.00% |
| Smartleaf Asset Management LLC | 189 | Jun 30, 26 | -- | 0.00% |
| Optiver Holding B.V. | 189 | Jun 30, 26 | -125 | 0.00% |
| Hilton Head Capital Partners, LLC | 166 | Jun 30, 26 | +1 | 0.00% |
| BARRETT & COMPANY, INC. | 150 | Jun 30, 26 | -- | 0.00% |
| SWAN Capital LLC | 132 | Jun 30, 26 | +1 | 0.00% |
| FIFTH THIRD BANCORP | 129 | Jun 30, 26 | -40 | 0.00% |
| Essential Partners LLC | 122 | Jun 30, 26 | +29 | 0.00% |
| Leonteq Securities AG | 120 | Jun 30, 26 | -- | 0.00% |
| Quarry LP | 106 | Jun 30, 26 | +106 | 0.00% |
| Farther Finance Advisors, LLC | 104 | Jun 30, 26 | +27 | 0.00% |
| Tradewinds Capital Management, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 100 | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 100 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 99 | Jun 30, 26 | +11 | 0.00% |
| Parallel Advisors, LLC | 98 | Jun 30, 26 | -- | 0.00% |
| Basecamp Wealth Advisors LLC | 73 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 50 | Jun 30, 26 | -- | 0.00% |
| Mountain Hill Investment Partners Corp. | 40 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 37 | Jun 30, 26 | +4 | 0.00% |
| Cornerstone Planning Group LLC | 35 | Jun 30, 26 | -- | 0.00% |
| JPL Wealth Management, LLC | 18 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 16 | Jun 30, 26 | +16 | 0.00% |
| True Wealth Design, LLC | 8 | Jun 30, 26 | -4 | 0.00% |
| Rossby Financial, LCC | 7 | Jun 30, 26 | +7 | 0.00% |
| Leo H. Evart, Inc. | 5 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1 | Jun 30, 26 | +1 | 0.00% |
| Hughes Financial Services, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| MANGROVE PARTNERS | -- | Jun 30, 26 | -16.00K | -- |
| Kemnay Advisory Services Inc. | -- | Jun 30, 26 | -4.61K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -2.44K | -- |
| IEQ CAPITAL, LLC | -- | Jun 30, 26 | -28.61K | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -56 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -523.64K | -- |
| OCCUDO QUANTITATIVE STRATEGIES LP | -- | Jun 30, 26 | -41.73K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.40K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -7.60K | -- |
| INCEPTIONR LLC | -- | Jun 30, 26 | -19.28K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Jun 30, 26 | -19.40K | -- |
| Jump Financial, LLC | -- | Jun 30, 26 | -97.50K | -- |
| Headlands Technologies LLC | -- | Jun 30, 26 | -28.22K | -- |
| Schonfeld Strategic Advisors LLC | -- | Jun 30, 26 | -87.71K | -- |
| Magnolia Wealth Management, LLC | -- | Jun 30, 26 | -36 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -266 | -- |
| WINTON GROUP Ltd | -- | Jun 30, 26 | -15.10K | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -81 | -- |
| Nvest Wealth Strategies, Inc. | -- | Jun 30, 26 | -839 | -- |
| Brevan Howard Capital Management LP | -- | Jun 30, 26 | -15.03K | -- |
| Wealth Preservation Advisors, LLC | -- | Jun 30, 26 | -82 | -- |
| MIRABELLA FINANCIAL SERVICES LLP | -- | Jun 30, 26 | -14.72K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -1.09K | -- |
| PharVision Advisers, LLC | -- | Jun 30, 26 | -12.25K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -166 | -- |
| Mutual Advisors, LLC | -- | Jun 30, 26 | -10.42K | -- |
| Rafferty Asset Management, LLC | -- | Jun 30, 26 | -11.32K | -- |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -350 | -- |
| CWM, LLC | 13.10K | Mar 31, 26 | +7.50K | 0.03% |
| Sunbelt Securities, Inc. | 9 | Mar 31, 26 | +9 | 0.00% |
| VANGUARD GROUP INC | 2.55M | Dec 31, 25 | -10.55K | 5.70% |
| TWO SIGMA ADVISERS, LP | 734.30K | Dec 31, 25 | -97.80K | 1.64% |
| Brandywine Global Investment Management, LLC | 84.09K | Dec 31, 25 | +84.09K | 0.19% |
| Quest Partners LLC | 8.85K | Dec 31, 25 | -19.85K | 0.02% |
| COMERICA BANK | 78 | Dec 31, 25 | -839 | 0.00% |
| AllSquare Wealth Management LLC | 50 | Sep 30, 25 | +50 | 0.00% |
| CROWLEY WEALTH MANAGEMENT, INC. | -- | Sep 30, 25 | -200 | -- |
| Lindbrook Capital, LLC | 1 | Mar 31, 25 | -- | 0.00% |
| Nuveen Asset Management, LLC | 133.92K | Dec 31, 24 | -- | 0.30% |
| RE Dickinson Investment Advisors, LLC | 300 | Dec 31, 24 | -- | 0.00% |
| CAXTON ASSOCIATES LP | -- | Dec 31, 24 | -47.26K | -- |
| PEAK6 Investments LLC | 24.78K | Sep 30, 24 | +2.84K | 0.06% |
| Raymond James Financial Services Advisors, Inc. | 13.87K | Sep 30, 24 | -1.02K | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 13.03K | Sep 30, 24 | -6.04K | 0.03% |
| Planning Capital Management Corp | 165 | Sep 30, 24 | +165 | 0.00% |
| BlackRock Inc. | 4.20M | Jun 30, 24 | -26.46K | 9.40% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 724 | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 83 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 64.31K | Mar 31, 24 | -16.40K | 0.14% |
| CREDIT SUISSE AG/ | 64.22K | Mar 31, 24 | -- | 0.14% |
| Highlander Capital Management, LLC | 200 | Mar 31, 24 | -- | 0.00% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -2.82K | -- |
| Baystate Wealth Management LLC | 870 | Dec 31, 23 | +8 | 0.00% |
| Sutton Wealth Advisors Inc. | 9 | Sep 30, 23 | -- | 0.00% |
| EA Series Trust | 171.36K | Jun 30, 23 | +171.36K | 0.38% |
| Vident Investment Advisory, LLC | 14.77K | Jun 30, 23 | +14.77K | 0.03% |
| TimeScale Financial, Inc. | 576 | Jun 30, 23 | -- | 0.00% |
| Lumature Wealth Partners, LLC | -- | Jun 30, 23 | -25 | -- |
| Euclidean Technologies Management, LLC | -- | Mar 31, 23 | -147.09K | -- |
| Acrisure Capital Management, LLC | -- | Mar 31, 23 | -18.04K | -- |
| Alpha Paradigm Partners, LLC | 7.45K | Dec 31, 22 | +7.45K | 0.02% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 9 | Dec 31, 22 | +9 | 0.00% |
| American Portfolios Advisors | 1.72K | Sep 30, 22 | -- | 0.00% |
| American Research & Management Co. | 1.60K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.15K | Sep 30, 22 | +1.15K | 0.00% |
| Strategic Asset Management, LLC | 1.00K | Sep 30, 22 | +500 | 0.00% |
| Covington Capital Management | 325 | Sep 30, 22 | -- | 0.00% |
| BIVIN & ASSOCIATES, INC. | 200 | Jun 30, 22 | +200 | 0.00% |
| Private Capital Group, LLC | 35 | Jun 30, 22 | -- | 0.00% |
| Lake Point Wealth Management | -- | Jun 30, 22 | -295 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 41.61K | Mar 31, 22 | -218 | 0.09% |
| IndexIQ Advisors LLC | 26.09K | Mar 31, 22 | +1.89K | 0.06% |
| Amalgamated Financial Corp. | 7.81K | Mar 31, 22 | +7.81K | 0.02% |
| Dixon Hughes Goodman Wealth Advisors LLC | 8 | Mar 31, 22 | +8 | 0.00% |
| NEXT Financial Group, Inc | 2.33K | Dec 31, 21 | +161 | 0.01% |
| KNOTT DAVID M | 4.10K | Sep 30, 21 | +4.10K | 0.01% |
| Berman Capital Advisors, LLC | 16 | Sep 30, 21 | -- | 0.00% |
| QS Investors, LLC | 33.50K | Jun 30, 21 | -- | 0.07% |
| Hoover Financial Advisors, Inc. | 1.20K | Jun 30, 21 | +1.20K | 0.00% |
| FormulaFolio Investments, LLC | 100 | Jun 30, 21 | -- | 0.00% |
| BOGLE INVESTMENT MANAGEMENT L P /DE/ | 22.70K | Dec 31, 20 | +6.10K | 0.05% |
| Aperio Group, LLC | 13.99K | Dec 31, 20 | +336 | 0.03% |
| Leap Investments LP | 34.00K | Jun 30, 20 | +34.00K | 0.08% |
| Lenox Wealth Management, Inc. | 300 | Jun 30, 20 | +300 | 0.00% |