TFIN(TFIN)
TFIN
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 271 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 3.39M | Jun 30, 26 | +86.35K | 14.21% |
| STATE STREET CORP | 1.47M | Jun 30, 26 | +20.53K | 6.16% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.42M | Jun 30, 26 | -541.29K | 5.96% |
| AltraVue Capital, LLC | 1.40M | Jun 30, 26 | -26.90K | 5.88% |
| THRIVENT FINANCIAL FOR LUTHERANS | 1.30M | Jun 30, 26 | -39.18K | 5.44% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.02M | Jun 30, 26 | +20.73K | 4.27% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 898.98K | Jun 30, 26 | +25.39K | 3.76% |
| DIMENSIONAL FUND ADVISORS LP | 839.37K | Jun 30, 26 | +7.22K | 3.51% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 642.73K | Jun 30, 26 | -120.48K | 2.69% |
| CITADEL ADVISORS LLC | 614.08K | Jun 30, 26 | -1.52K | 2.57% |
| AMERICAN CENTURY COMPANIES INC | 586.99K | Jun 30, 26 | +108.54K | 2.46% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 584.33K | Jun 30, 26 | -60.44K | 2.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 579.89K | Jun 30, 26 | +33.03K | 2.43% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 508.55K | Jun 30, 26 | -30.28K | 2.13% |
| BANK OF AMERICA CORP /DE/ | 501.32K | Jun 30, 26 | +41.24K | 2.10% |
| Ranger Investment Management, L.P. | 483.81K | Jun 30, 26 | -39.44K | 2.02% |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 353.85K | Jun 30, 26 | -151 | 1.48% |
| Sixth Street Partners Management Company, L.P. | 291.56K | Jun 30, 26 | +291.56K | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 291.56K | Jun 30, 26 | +348 | 1.22% |
| NORTHERN TRUST CORP | 236.19K | Jun 30, 26 | -2.00K | 0.99% |
| MORGAN STANLEY | 233.83K | Jun 30, 26 | -102.58K | 0.98% |
| GOLDMAN SACHS GROUP INC | 209.34K | Jun 30, 26 | -58.96K | 0.88% |
| WELLS FARGO & COMPANY/MN | 202.01K | Jun 30, 26 | +7.06K | 0.85% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 171.19K | Jun 30, 26 | -8.73K | 0.72% |
| EARNEST PARTNERS LLC | 171.00K | Jun 30, 26 | +16.70K | 0.72% |
| Hodges Capital Management Inc. | 162.26K | Jun 30, 26 | +93.30K | 0.68% |
| Russell Investments Group, Ltd. | 158.93K | Jun 30, 26 | +5.85K | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 156.17K | Jun 30, 26 | +4.67K | 0.65% |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | 155.00K | Jun 30, 26 | +44.34K | 0.65% |
| Legato Capital Management LLC | 132.71K | Jun 30, 26 | -- | 0.56% |
| AMERIPRISE FINANCIAL INC | 131.51K | Jun 30, 26 | +28.38K | 0.55% |
| NEW YORK STATE COMMON RETIREMENT FUND | 129.12K | Jun 30, 26 | +1.40K | 0.54% |
| NFC Investments, LLC | 127.24K | Jun 30, 26 | -295 | 0.53% |
| Bank of New York Mellon Corp | 125.46K | Jun 30, 26 | +3.25K | 0.53% |
| MARSHALL WACE, LLP | 123.38K | Jun 30, 26 | -50.27K | 0.52% |
| BANC FUNDS CO LLC | 117.14K | Jun 30, 26 | -- | 0.49% |
| ENVESTNET ASSET MANAGEMENT INC | 111.42K | Jun 30, 26 | +5.10K | 0.47% |
| PRINCIPAL FINANCIAL GROUP INC | 109.95K | Jun 30, 26 | -221 | 0.46% |
| ArrowMark Colorado Holdings LLC | 107.84K | Jun 30, 26 | -- | 0.45% |
| CITIGROUP INC | 107.21K | Jun 30, 26 | +2.84K | 0.45% |
| JACOBS ASSET MANAGEMENT, LLC | 93.22K | Jun 30, 26 | -24.28K | 0.39% |
| UBS Group AG | 92.47K | Jun 30, 26 | -177.29K | 0.39% |
| HRT FINANCIAL LP | 91.42K | Jun 30, 26 | +91.42K | 0.38% |
| EIGHT 31 FINANCIAL LLC | 89.53K | Jun 30, 26 | -- | 0.37% |
| Philadelphia Financial Management of San Francisco, LLC | 81.78K | Jun 30, 26 | -28.75K | 0.34% |
| TUDOR INVESTMENT CORP ET AL | 81.44K | Jun 30, 26 | +40.94K | 0.34% |
| Cinctive Capital Management LP | 78.42K | Jun 30, 26 | +78.42K | 0.33% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 77.61K | Jun 30, 26 | -3.31K | 0.32% |
| ROYAL BANK OF CANADA | 76.40K | Jun 30, 26 | +14.87K | 0.32% |
| Lighthouse Investment Partners, LLC | 76.08K | Jun 30, 26 | +76.08K | 0.32% |
| Hudson Bay Capital Management LP | 72.50K | Jun 30, 26 | +47.74K | 0.30% |
| Sippican Capital Advisors | 70.20K | Jun 30, 26 | -225 | 0.29% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 68.38K | Jun 30, 26 | -25.23K | 0.29% |
| Invesco Ltd. | 66.48K | Jun 30, 26 | -5.32K | 0.28% |
| SEI INVESTMENTS CO | 65.15K | Jun 30, 26 | -32.66K | 0.27% |
| Nuveen, LLC | 64.02K | Jun 30, 26 | +14.26K | 0.27% |
| RHUMBLINE ADVISERS | 57.47K | Jun 30, 26 | -5.75K | 0.24% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 55.40K | Jun 30, 26 | -2.12K | 0.23% |
| Womack Financial LLC | 52.38K | Jun 30, 26 | +626 | 0.22% |
| SG Americas Securities, LLC | 50.88K | Jun 30, 26 | +34.83K | 0.21% |
| Legal & General Group Plc | 50.19K | Jun 30, 26 | -111 | 0.21% |
| Empirical Capital Management, LLC | 50.00K | Jun 30, 26 | +19.55K | 0.21% |
| Orchard Capital Management, LLC | 49.63K | Jun 30, 26 | +14.81K | 0.21% |
| Swiss National Bank | 45.30K | Jun 30, 26 | +800 | 0.19% |
| FIFTH THIRD BANCORP | 44.80K | Jun 30, 26 | +4.60K | 0.19% |
| LPL Financial LLC | 44.38K | Jun 30, 26 | -173 | 0.19% |
| Financial Gravity Companies, Inc. | 41.56K | Jun 30, 26 | +41.56K | 0.17% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40.80K | Jun 30, 26 | +10.63K | 0.17% |
| KENNEDY CAPITAL MANAGEMENT LLC | 39.98K | Jun 30, 26 | +39.98K | 0.17% |
| UBS ASSET MANAGEMENT AMERICAS INC | 39.31K | Jun 30, 26 | -277 | 0.16% |
| Sovereign's Capital Management, LLC | 39.25K | Jun 30, 26 | -490 | 0.16% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 39.23K | Jun 30, 26 | +15.68K | 0.16% |
| XTX Topco Ltd | 39.10K | Jun 30, 26 | +35.43K | 0.16% |
| JANE STREET GROUP, LLC | 39.08K | Jun 30, 26 | +11.78K | 0.16% |
| Cerity Partners LLC | 38.05K | Jun 30, 26 | -20.28K | 0.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 34.10K | Jun 30, 26 | +5.40K | 0.14% |
| KBC Group NV | 33.22K | Jun 30, 26 | -- | 0.14% |
| DEUTSCHE BANK AG\ | 32.86K | Jun 30, 26 | -25.11K | 0.14% |
| TECTONIC ADVISORS LLC | 28.62K | Jun 30, 26 | +242 | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 25.93K | Jun 30, 26 | -- | 0.11% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 25.30K | Jun 30, 26 | +4.25K | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 24.97K | Jun 30, 26 | +12.60K | 0.10% |
| Squarepoint Ops LLC | 24.56K | Jun 30, 26 | +24.56K | 0.10% |
| John W. Rosenthal Capital Management, Inc. | 24.00K | Jun 30, 26 | -- | 0.10% |
| ExodusPoint Capital Management, LP | 23.97K | Jun 30, 26 | +23.97K | 0.10% |
| PRUDENTIAL FINANCIAL INC | 23.80K | Jun 30, 26 | +315 | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.01K | Jun 30, 26 | -8.90K | 0.10% |
| Numerai GP LLC | 22.87K | Jun 30, 26 | +2.63K | 0.10% |
| Quantinno Capital Management LP | 21.87K | Jun 30, 26 | +5.69K | 0.09% |
| Daiwa Securities Group Inc. | 20.73K | Jun 30, 26 | -3.68K | 0.09% |
| VANGUARD ASSET MANAGEMENT, Ltd | 20.39K | Jun 30, 26 | +2.24K | 0.09% |
| Rafferty Asset Management, LLC | 20.18K | Jun 30, 26 | -9.49K | 0.08% |
| STIFEL FINANCIAL CORP | 19.89K | Jun 30, 26 | -5.93K | 0.08% |
| Americana Partners, LLC | 19.37K | Jun 30, 26 | +76 | 0.08% |
| D. E. Shaw & Co., Inc. | 18.31K | Jun 30, 26 | +5.32K | 0.08% |
| STATE OF WISCONSIN INVESTMENT BOARD | 18.15K | Jun 30, 26 | +4.44K | 0.08% |
| WEST MICHIGAN ADVISORS, LLC | 17.60K | Jun 30, 26 | -- | 0.07% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 16.98K | Jun 30, 26 | -1.42K | 0.07% |
| JPMORGAN CHASE & CO | 16.55K | Jun 30, 26 | -2.85K | 0.07% |
| Cetera Investment Advisers | 15.93K | Jun 30, 26 | +1.51K | 0.07% |
| WCM INVESTMENT MANAGEMENT, LLC | 15.01K | Jun 30, 26 | -102.50K | 0.06% |
| Vident Advisory, LLC | 14.69K | Jun 30, 26 | -2.06K | 0.06% |
| MetLife Investment Management, LLC | 13.47K | Jun 30, 26 | +1.18K | 0.06% |
| FIRST TRUST ADVISORS LP | 13.28K | Jun 30, 26 | +2.14K | 0.06% |
| Illinois Municipal Retirement Fund | 11.68K | Jun 30, 26 | +365 | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11.60K | Jun 30, 26 | -95 | 0.05% |
| Jain Global LLC | 10.73K | Jun 30, 26 | +10.73K | 0.04% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10.61K | Jun 30, 26 | +6.61K | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 10.60K | Jun 30, 26 | -64 | 0.04% |
| Jupiter Topco LLC | 10.27K | Jun 30, 26 | +10.27K | 0.04% |
| Louisiana State Employees Retirement System | 9.90K | Jun 30, 26 | -100 | 0.04% |
| IMC-Chicago, LLC | 9.65K | Jun 30, 26 | +9.65K | 0.04% |
| BARCLAYS PLC | 9.34K | Jun 30, 26 | -79.47K | 0.04% |
| NOMURA HOLDINGS INC | 9.27K | Jun 30, 26 | +2.83K | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 9.14K | Jun 30, 26 | +4.13K | 0.04% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9.08K | Jun 30, 26 | -203 | 0.04% |
| Vanguard Global Advisers, LLC | 8.99K | Jun 30, 26 | -19 | 0.04% |
| EntryPoint Capital, LLC | 8.60K | Jun 30, 26 | +8.60K | 0.04% |
| Commerce Advisors, LLC | 8.22K | Jun 30, 26 | -- | 0.03% |
| Brevan Howard Capital Management LP | 7.79K | Jun 30, 26 | -142.22K | 0.03% |
| State of Alaska, Department of Revenue | 7.45K | Jun 30, 26 | -3.78K | 0.03% |
| Kings Path Partners LLC | 7.25K | Jun 30, 26 | -- | 0.03% |
| Brookwood Investment Group LLC | 7.00K | Jun 30, 26 | +7.00K | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 6.82K | Jun 30, 26 | +615 | 0.03% |
| Callan Family Office, LLC | 6.47K | Jun 30, 26 | -1.25K | 0.03% |
| US BANCORP \DE\ | 6.37K | Jun 30, 26 | -1.20K | 0.03% |
| Arizona State Retirement System | 6.24K | Jun 30, 26 | +32 | 0.03% |
| Creative Planning | 6.23K | Jun 30, 26 | +935 | 0.03% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 6.19K | Jun 30, 26 | -- | 0.03% |
| Central Pacific Bank - Trust Division | 6.16K | Jun 30, 26 | -- | 0.03% |
| AMALGAMATED BANK | 6.09K | Jun 30, 26 | -422 | 0.03% |
| FRANKLIN RESOURCES INC | 6.09K | Jun 30, 26 | +2.01K | 0.03% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 6.03K | Jun 30, 26 | -3 | 0.03% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5.67K | Jun 30, 26 | -- | 0.02% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5.42K | Jun 30, 26 | +751 | 0.02% |
| Steward Partners Investment Advisory, LLC | 5.42K | Jun 30, 26 | +5.42K | 0.02% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5.36K | Jun 30, 26 | -227 | 0.02% |
| State of Tennessee, Treasury Department | 5.17K | Jun 30, 26 | -- | 0.02% |
| Vanguard Investments Australia, Ltd. | 5.15K | Jun 30, 26 | -- | 0.02% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5.15K | Jun 30, 26 | -- | 0.02% |
| FMR LLC | 4.89K | Jun 30, 26 | +1.31K | 0.02% |
| SIMPLEX TRADING, LLC | 4.83K | Jun 30, 26 | +2.06K | 0.02% |
| KLP KAPITALFORVALTNING AS | 4.80K | Jun 30, 26 | -- | 0.02% |
| INTECH INVESTMENT MANAGEMENT LLC | 4.71K | Jun 30, 26 | -33 | 0.02% |
| Handelsbanken Fonder AB | 4.70K | Jun 30, 26 | -- | 0.02% |
| Linden Thomas Advisory Services, LLC | 4.61K | Jun 30, 26 | -47 | 0.02% |
| VOYA INVESTMENT MANAGEMENT LLC | 4.49K | Jun 30, 26 | +495 | 0.02% |
| TWO SIGMA INVESTMENTS, LP | 4.40K | Jun 30, 26 | +4.40K | 0.02% |
| Magnetar Financial LLC | 4.29K | Jun 30, 26 | +4.29K | 0.02% |
| DRW Securities, LLC | 4.17K | Jun 30, 26 | +4.17K | 0.02% |
| BIP Wealth, LLC | 4.03K | Jun 30, 26 | +4.03K | 0.02% |
| DARK FOREST CAPITAL MANAGEMENT LP | 3.96K | Jun 30, 26 | +3.96K | 0.02% |
| Red Door Wealth Management, LLC | 3.73K | Jun 30, 26 | -- | 0.02% |
| VICTORY CAPITAL MANAGEMENT INC | 3.72K | Jun 30, 26 | +27 | 0.02% |
| Janney Montgomery Scott LLC | 3.66K | Jun 30, 26 | -231 | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 3.46K | Jun 30, 26 | -1.27K | 0.01% |
| Savant Capital, LLC | 3.42K | Jun 30, 26 | +3.42K | 0.01% |
| ProShare Advisors LLC | 3.29K | Jun 30, 26 | -242 | 0.01% |
| Maryland State Retirement & Pension System | 3.29K | Jun 30, 26 | +3.29K | 0.01% |
| M&T BANK CORP | 3.29K | Jun 30, 26 | -2.13K | 0.01% |
| NISA INVESTMENT ADVISORS, LLC | 3.26K | Jun 30, 26 | -199 | 0.01% |
| Neuberger Berman Group LLC | 3.16K | Jun 30, 26 | -3.97K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.04K | Jun 30, 26 | +3.04K | 0.01% |
| CI Private Wealth, LLC | 3.01K | Jun 30, 26 | +3.01K | 0.01% |
| Pictet Asset Management Holding SA | 3.00K | Jun 30, 26 | +3.00K | 0.01% |
| HOWARD FINANCIAL SERVICES, LTD. | 3.00K | Jun 30, 26 | +3.00K | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.96K | Jun 30, 26 | +2.96K | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2.86K | Jun 30, 26 | -- | 0.01% |
| HighTower Advisors, LLC | 2.83K | Jun 30, 26 | +2.83K | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 2.82K | Jun 30, 26 | +84 | 0.01% |
| Welch Group, LLC | 2.64K | Jun 30, 26 | +2.64K | 0.01% |
| Aquatic Capital Management LLC | 2.25K | Jun 30, 26 | +2.25K | 0.01% |
| PEAK6 LLC | 2.11K | Jun 30, 26 | +2.11K | 0.01% |
| Ameritas Investment Partners, Inc. | 2.10K | Jun 30, 26 | +202 | 0.01% |
| Tower Research Capital LLC (TRC) | 2.03K | Jun 30, 26 | +308 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.70K | Jun 30, 26 | +12 | 0.01% |
| Rockefeller Capital Management L.P. | 1.63K | Jun 30, 26 | +152 | 0.01% |
| Clearstead Advisors, LLC | 1.54K | Jun 30, 26 | +6 | 0.01% |
| Nykredit A/S | 1.38K | Jun 30, 26 | +1.38K | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 696 | Jun 30, 26 | +7 | 0.00% |
| Integrated Wealth Concepts LLC | 570 | Jun 30, 26 | +570 | 0.00% |
| GAMMA Investing LLC | 543 | Jun 30, 26 | +110 | 0.00% |
| Quantbot Technologies LP | 527 | Jun 30, 26 | -680 | 0.00% |
| SRS Capital Advisors, Inc. | 502 | Jun 30, 26 | +502 | 0.00% |
| Farther Finance Advisors, LLC | 464 | Jun 30, 26 | +31 | 0.00% |
| Versant Capital Management, Inc | 420 | Jun 30, 26 | +75 | 0.00% |
| Jefferies Financial Group Inc. | 363 | Jun 30, 26 | -4.54K | 0.00% |
| Salomon & Ludwin, LLC | 358 | Jun 30, 26 | -51 | 0.00% |
| BNP Paribas Asset Management Holding S.A. | 350 | Jun 30, 26 | +28 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 297 | Jun 30, 26 | +152 | 0.00% |
| Sterling Capital Management LLC | 274 | Jun 30, 26 | -207 | 0.00% |
| CENTRAL TRUST Co | 272 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 252 | Jun 30, 26 | -6 | 0.00% |
| SIGNATUREFD, LLC | 243 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 216 | Jun 30, 26 | +8 | 0.00% |
| Quent Capital, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Park Place Capital Corp | 200 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 190 | Jun 30, 26 | +133 | 0.00% |
| BESSEMER GROUP INC | 174 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 161 | Jun 30, 26 | -- | 0.00% |
| Kemnay Advisory Services Inc. | 149 | Jun 30, 26 | +149 | 0.00% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 132 | Jun 30, 26 | -- | 0.00% |
| Optiver Holding B.V. | 122 | Jun 30, 26 | +122 | 0.00% |
| State of Wyoming | 110 | Jun 30, 26 | +110 | 0.00% |
| WOLFF WIESE MAGANA LLC | 103 | Jun 30, 26 | -2 | 0.00% |
| Smartleaf Asset Management LLC | 96 | Jun 30, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 92 | Jun 30, 26 | -33 | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 84 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 78 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 75 | Jun 30, 26 | +10 | 0.00% |
| SJS Investment Consulting Inc. | 71 | Jun 30, 26 | +67 | 0.00% |
| Parkside Financial Bank & Trust | 59 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 43 | Jun 30, 26 | +7 | 0.00% |
| HUNTINGTON NATIONAL BANK | 41 | Jun 30, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 36 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 35 | Jun 30, 26 | +35 | 0.00% |
| Bare Financial Services, Inc | 33 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 19 | Jun 30, 26 | +1 | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 14 | Jun 30, 26 | -- | 0.00% |
| True Wealth Design, LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Ankerstar Wealth, LLC | 5 | Jun 30, 26 | -- | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 4 | Jun 30, 26 | -1 | 0.00% |
| Plante Moran Financial Advisors, LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| FEDERATED HERMES, INC. | 3 | Jun 30, 26 | -2 | 0.00% |
| Essential Partners LLC | 2 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 1 | Jun 30, 26 | -- | 0.00% |
| Davis Capital Management | 1 | Jun 30, 26 | +1 | 0.00% |
| Rialto Wealth Management, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Silver Grove Financial Group, Inc. | 1 | Jun 30, 26 | +1 | 0.00% |
| Schonfeld Strategic Advisors LLC | -- | Jun 30, 26 | -7.87K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -22 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -182 | -- |
| PMC FIG Opportunities LLC | -- | Jun 30, 26 | -37.99K | -- |
| Walleye Trading LLC | -- | Jun 30, 26 | -3.93K | -- |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -750 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -1 | -- |
| GSA CAPITAL PARTNERS LLP | -- | Jun 30, 26 | -12.37K | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -5.23K | -- |
| HARBOR INVESTMENT ADVISORY, LLC | -- | Jun 30, 26 | -105 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -65 | -- |
| BOOTHBAY FUND MANAGEMENT, LLC | -- | Jun 30, 26 | -97.82K | -- |
| NATIXIS | -- | Jun 30, 26 | -6.25K | -- |
| Luxor Capital Group, LP | -- | Jun 30, 26 | -232.30K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -285 | -- |
| TORONTO DOMINION BANK | -- | Jun 30, 26 | -7.96K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -4 | -- |
| Persistent Asset Partners Ltd | -- | Jun 30, 26 | -14.19K | -- |
| Hilton Head Capital Partners, LLC | -- | Jun 30, 26 | -42 | -- |
| HSBC HOLDINGS PLC | -- | Jun 30, 26 | -9.00K | -- |
| Financial Gravity Asset Management, Inc. | 41.56K | Mar 31, 26 | -- | 0.17% |
| Janus Henderson Group Ltd. | 10.27K | Mar 31, 26 | -- | 0.04% |
| Skopos Labs, Inc. | 6.43K | Mar 31, 26 | -241 | 0.03% |
| Gibbs Wealth Management | 5.22K | Mar 31, 26 | +5.22K | 0.02% |
| CWM, LLC | 448 | Mar 31, 26 | +25 | 0.00% |
| VANGUARD GROUP INC | 2.03M | Dec 31, 25 | +14.36K | 8.50% |
| COMERICA BANK | 53.81K | Dec 31, 25 | +7.59K | 0.23% |
| Quest Partners LLC | 523 | Dec 31, 25 | -589 | 0.00% |
| CIBC Private Wealth Group, LLC | 5 | Dec 31, 25 | +5 | 0.00% |
| SHELL ASSET MANAGEMENT CO | 252 | Sep 30, 25 | -658 | 0.00% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -564 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 16.55K | Jun 30, 25 | +3.84K | 0.07% |
| First Horizon Advisors, Inc. | 377 | Jun 30, 25 | -- | 0.00% |
| Nuveen Asset Management, LLC | 58.98K | Dec 31, 24 | -1.08K | 0.25% |
| BlackRock Inc. | 3.23M | Jun 30, 24 | -89.77K | 13.53% |
| CREDIT SUISSE AG/ | 51.59K | Mar 31, 24 | -8.79K | 0.22% |
| Syntal Capital Partners, LLC | -- | Mar 31, 24 | -20.53K | -- |
| Steward Financial Group LLC | -- | Sep 30, 23 | -8.73K | -- |
| Ergoteles LLC | -- | Sep 30, 23 | -8.52K | -- |
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