UHAL-B(UHAL-B)
UHAL-B
Institutional Ownership
Top 408 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Norman Fields, Gottscho Capital Management, LLC | 9.23K | Sep 30, 26 | -- | 0.00% |
| DIVERSIFIED MANAGEMENT INC | 4.44K | Sep 30, 26 | +4.44K | 0.00% |
| GAMMA Investing LLC | 3.51K | Sep 30, 26 | +71 | 0.00% |
| Versant Capital Management, Inc | 1.26K | Sep 30, 26 | +438 | 0.00% |
| Farther Finance Advisors, LLC | 914 | Sep 30, 26 | +270 | 0.00% |
| CoreCap Advisors, LLC | 603 | Sep 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 368 | Sep 30, 26 | +368 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 143 | Sep 30, 26 | -55 | 0.00% |
| Planning Strategies Inc. | 26 | Sep 30, 26 | +1 | 0.00% |
| YACKTMAN ASSET MANAGEMENT LP | 6.20M | Jun 30, 26 | +148.88K | 3.17% |
| DIMENSIONAL FUND ADVISORS LP | 4.70M | Jun 30, 26 | +393.35K | 2.41% |
| BlackRock, Inc. | 4.61M | Jun 30, 26 | +1.68K | 2.36% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.40M | Jun 30, 26 | -5.99K | 2.25% |
| FMR LLC | 4.22M | Jun 30, 26 | -306.61K | 2.16% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.77M | Jun 30, 26 | -75.68K | 1.93% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 3.25M | Jun 30, 26 | -- | 1.66% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.47M | Jun 30, 26 | -700.54K | 1.26% |
| Smead Capital Management, Inc. | 2.03M | Jun 30, 26 | -115.17K | 1.04% |
| REINHART PARTNERS, INC. | 1.95M | Jun 30, 26 | +118.06K | 1.00% |
| STATE STREET CORP | 1.95M | Jun 30, 26 | +47.89K | 1.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.75M | Jun 30, 26 | -38.28K | 0.90% |
| D. E. Shaw & Co., Inc. | 1.27M | Jun 30, 26 | +262.17K | 0.65% |
| NORGES BANK | 1.01M | Jun 30, 26 | +1.01M | 0.52% |
| THOMPSON SIEGEL & WALMSLEY LLC | 934.25K | Jun 30, 26 | -474.00K | 0.48% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 856.34K | Jun 30, 26 | +16.14K | 0.44% |
| Sixth Street Partners Management Company, L.P. | 856.34K | Jun 30, 26 | +856.34K | 0.44% |
| SCHARF INVESTMENTS, LLC | 821.42K | Jun 30, 26 | -67.52K | 0.42% |
| STATE OF WISCONSIN INVESTMENT BOARD | 755.37K | Jun 30, 26 | +446.30K | 0.39% |
| Qube Research & Technologies Ltd | 671.25K | Jun 30, 26 | +409.68K | 0.34% |
| VANGUARD FIDUCIARY TRUST CO | 630.45K | Jun 30, 26 | +8.42K | 0.32% |
| Artisan Partners Limited Partnership | 622.58K | Jun 30, 26 | -348.08K | 0.32% |
| Wallace Capital Management Inc. | 557.36K | Jun 30, 26 | +15.47K | 0.29% |
| NORTHERN TRUST CORP | 536.23K | Jun 30, 26 | -6.66K | 0.27% |
| Tweedy, Browne Co LLC | 462.83K | Jun 30, 26 | -505 | 0.24% |
| Bruce & Co., Inc. | 417.00K | Jun 30, 26 | -35.00K | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 391.83K | Jun 30, 26 | -82.17K | 0.20% |
| Toroso Investments, LLC | 367.85K | Jun 30, 26 | -21.85K | 0.19% |
| MORGAN STANLEY | 361.41K | Jun 30, 26 | +26.82K | 0.18% |
| MACKENZIE FINANCIAL CORP | 322.54K | Jun 30, 26 | +322.54K | 0.16% |
| Tensile Capital Management LP | 316.61K | Jun 30, 26 | -64.78K | 0.16% |
| HRT FINANCIAL LP | 297.50K | Jun 30, 26 | +161.87K | 0.15% |
| Bank of New York Mellon Corp | 293.39K | Jun 30, 26 | +10.68K | 0.15% |
| AMERICAN CENTURY COMPANIES INC | 286.68K | Jun 30, 26 | +143.16K | 0.15% |
| THIRD AVENUE MANAGEMENT LLC | 283.87K | Jun 30, 26 | -503 | 0.15% |
| Invesco Ltd. | 276.71K | Jun 30, 26 | +73.61K | 0.14% |
| DigitalBridge Group, Inc. | 275.96K | Jun 30, 26 | -71.94K | 0.14% |
| ROYAL BANK OF CANADA | 257.57K | Jun 30, 26 | +10.68K | 0.13% |
| BANK OF AMERICA CORP /DE/ | 254.37K | Jun 30, 26 | +53.07K | 0.13% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 238.62K | Jun 30, 26 | -6.23K | 0.12% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 218.96K | Jun 30, 26 | +8.26K | 0.11% |
| Deltroit Asset Management (UK) LLP | 212.27K | Jun 30, 26 | +212.27K | 0.11% |
| GOLDMAN SACHS GROUP INC | 209.01K | Jun 30, 26 | -69.79K | 0.11% |
| UBS ASSET MANAGEMENT AMERICAS INC | 207.48K | Jun 30, 26 | +6.69K | 0.11% |
| Swiss National Bank | 203.60K | Jun 30, 26 | -5.90K | 0.10% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 187.83K | Jun 30, 26 | +187.80K | 0.10% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 187.39K | Jun 30, 26 | +147.54K | 0.10% |
| Bayberry Capital Partners LP | 185.00K | Jun 30, 26 | -105.00K | 0.09% |
| NFC Investments, LLC | 180.09K | Jun 30, 26 | +1.71K | 0.09% |
| Edgestream Partners, L.P. | 174.88K | Jun 30, 26 | +157.91K | 0.09% |
| FIRST TRUST ADVISORS LP | 169.59K | Jun 30, 26 | -2.81K | 0.09% |
| Vision Capital Management, Inc. | 154.99K | Jun 30, 26 | -2.15K | 0.08% |
| Midwest Trust Co | 151.97K | Jun 30, 26 | -1.88K | 0.08% |
| Nuveen, LLC | 140.18K | Jun 30, 26 | -14.20K | 0.07% |
| WELLS FARGO & COMPANY/MN | 139.18K | Jun 30, 26 | -20.03K | 0.07% |
| Oppenheimer & Close, LLC | 137.03K | Jun 30, 26 | +2.35K | 0.07% |
| UBS Group AG | 130.98K | Jun 30, 26 | +55.35K | 0.07% |
| Kerrisdale Advisers, LLC | 127.23K | Jun 30, 26 | -- | 0.07% |
| CITADEL ADVISORS LLC | 125.97K | Jun 30, 26 | +50.85K | 0.06% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 125.90K | Jun 30, 26 | +21.20K | 0.06% |
| Applied Fundamental Research, LLC | 119.05K | Jun 30, 26 | -- | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 117.47K | Jun 30, 26 | +75.18K | 0.06% |
| Mraz, Amerine & Associates, Inc. | 116.18K | Jun 30, 26 | -985 | 0.06% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 107.00K | Jun 30, 26 | -1.71K | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 105.89K | Jun 30, 26 | -212.03K | 0.05% |
| HARBOR CAPITAL ADVISORS, INC. | 104.65K | Jun 30, 26 | -15.47K | 0.05% |
| Man Group plc | 102.83K | Jun 30, 26 | +41.06K | 0.05% |
| Capula Management Ltd | 101.81K | Jun 30, 26 | +101.81K | 0.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 96.80K | Jun 30, 26 | +7.63K | 0.05% |
| FRANKLIN RESOURCES INC | 96.76K | Jun 30, 26 | +96.76K | 0.05% |
| VANGUARD ASSET MANAGEMENT, Ltd | 89.28K | Jun 30, 26 | +69.86K | 0.05% |
| RHUMBLINE ADVISERS | 88.73K | Jun 30, 26 | -10.31K | 0.05% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 87.88K | Jun 30, 26 | +1.94K | 0.04% |
| BCGM Wealth Management, LLC | 85.75K | Jun 30, 26 | +5.09K | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 85.33K | Jun 30, 26 | -8.18K | 0.04% |
| Orvieto Partners, L.P. | 84.94K | Jun 30, 26 | +24.34K | 0.04% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 84.35K | Jun 30, 26 | -1.88K | 0.04% |
| Diversified Investment Strategies, LLC | 83.33K | Jun 30, 26 | -- | 0.04% |
| Legal & General Group Plc | 82.52K | Jun 30, 26 | +2.77K | 0.04% |
| Quantinno Capital Management LP | 76.52K | Jun 30, 26 | +11.08K | 0.04% |
| JANE STREET GROUP, LLC | 72.19K | Jun 30, 26 | +3.21K | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 71.85K | Jun 30, 26 | -2.40K | 0.04% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 67.54K | Jun 30, 26 | +7.96K | 0.03% |
| GAMCO INVESTORS, INC. ET AL | 66.66K | Jun 30, 26 | -40 | 0.03% |
| Trexquant Investment LP | 63.00K | Jun 30, 26 | +63.00K | 0.03% |
| STOREBRAND ASSET MANAGEMENT AS | 62.25K | Jun 30, 26 | -9.17K | 0.03% |
| SG Americas Securities, LLC | 54.29K | Jun 30, 26 | +36.27K | 0.03% |
| Treasurer of the State of North Carolina | 53.83K | Jun 30, 26 | +670 | 0.03% |
| Skylands Capital, LLC | 50.97K | Jun 30, 26 | -34.40K | 0.03% |
| Logan Stone Capital, LLC | 50.09K | Jun 30, 26 | +50.09K | 0.03% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 49.19K | Jun 30, 26 | -566 | 0.03% |
| INKWELL CAPITAL LLC | 48.88K | Jun 30, 26 | -132 | 0.03% |
| JPMORGAN CHASE & CO | 48.17K | Jun 30, 26 | -19.11K | 0.02% |
| NATIXIS | 47.43K | Jun 30, 26 | +47.43K | 0.02% |
| Jupiter Topco LLC | 47.10K | Jun 30, 26 | +47.10K | 0.02% |
| AMERIPRISE FINANCIAL INC | 46.55K | Jun 30, 26 | -6.56K | 0.02% |
| Police & Firemen's Retirement System of New Jersey | 46.37K | Jun 30, 26 | +2.45K | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 44.61K | Jun 30, 26 | +753 | 0.02% |
| Squarepoint Ops LLC | 44.57K | Jun 30, 26 | +23.47K | 0.02% |
| KBC Group NV | 43.88K | Jun 30, 26 | +1.91K | 0.02% |
| Vanguard Global Advisers, LLC | 43.55K | Jun 30, 26 | -3.03K | 0.02% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 43.05K | Jun 30, 26 | -11.85K | 0.02% |
| ROBOTTI ROBERT | 43.00K | Jun 30, 26 | -4.00K | 0.02% |
| Chemistry Wealth Management LLC | 42.60K | Jun 30, 26 | +1.28K | 0.02% |
| ALLIANCEBERNSTEIN L.P. | 42.10K | Jun 30, 26 | +5.17K | 0.02% |
| Schonfeld Strategic Advisors LLC | 41.81K | Jun 30, 26 | +27.40K | 0.02% |
| Ancora Advisors, LLC | 41.45K | Jun 30, 26 | +7.78K | 0.02% |
| State of New Jersey Common Pension Fund D | 40.35K | Jun 30, 26 | -6.68K | 0.02% |
| FIRST FOUNDATION ADVISORS | 36.98K | Jun 30, 26 | +7.82K | 0.02% |
| GRATIA CAPITAL, LLC | 36.07K | Jun 30, 26 | -10.43K | 0.02% |
| Ethic Inc. | 35.95K | Jun 30, 26 | +35.95K | 0.02% |
| Lakewood Asset Management LLC | 35.45K | Jun 30, 26 | -163 | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 34.90K | Jun 30, 26 | +27.79K | 0.02% |
| State of Alaska, Department of Revenue | 34.02K | Jun 30, 26 | -4.00K | 0.02% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 33.44K | Jun 30, 26 | -2.36K | 0.02% |
| XTX Topco Ltd | 31.74K | Jun 30, 26 | -4.37K | 0.02% |
| Handelsbanken Fonder AB | 31.30K | Jun 30, 26 | +5.80K | 0.02% |
| INGALLS & SNYDER LLC | 30.22K | Jun 30, 26 | -2.53K | 0.02% |
| DARK FOREST CAPITAL MANAGEMENT LP | 29.76K | Jun 30, 26 | -2.58K | 0.02% |
| LPL Financial LLC | 29.41K | Jun 30, 26 | +1.26K | 0.02% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28.83K | Jun 30, 26 | -605 | 0.01% |
| Vanguard Investments Australia, Ltd. | 28.63K | Jun 30, 26 | -1.34K | 0.01% |
| Arizona State Retirement System | 28.00K | Jun 30, 26 | -1.08K | 0.01% |
| Janney Montgomery Scott LLC | 27.67K | Jun 30, 26 | -931 | 0.01% |
| Russell Investments Group, Ltd. | 27.36K | Jun 30, 26 | +10.61K | 0.01% |
| BARCLAYS PLC | 26.29K | Jun 30, 26 | -11.20K | 0.01% |
| Gem Investment Advisors, LLC | 26.07K | Jun 30, 26 | +5.74K | 0.01% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 25.84K | Jun 30, 26 | -7.86K | 0.01% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 25.58K | Jun 30, 26 | -1.38K | 0.01% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25.35K | Jun 30, 26 | -- | 0.01% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 25.32K | Jun 30, 26 | -4.81K | 0.01% |
| RBF Capital, LLC | 25.20K | Jun 30, 26 | -- | 0.01% |
| Hyperion Capital Advisors LP | 24.97K | Jun 30, 26 | -4.60K | 0.01% |
| ExodusPoint Capital Management, LP | 24.50K | Jun 30, 26 | +24.50K | 0.01% |
| KLP KAPITALFORVALTNING AS | 23.30K | Jun 30, 26 | -- | 0.01% |
| SEI INVESTMENTS CO | 20.83K | Jun 30, 26 | -1.30K | 0.01% |
| Institute for Wealth Management, LLC. | 19.82K | Jun 30, 26 | -278 | 0.01% |
| Atria Investments, Inc | 18.87K | Jun 30, 26 | -50 | 0.01% |
| CITIGROUP INC | 18.66K | Jun 30, 26 | +1.26K | 0.01% |
| Federation des caisses Desjardins du Quebec | 18.60K | Jun 30, 26 | +12.26K | 0.01% |
| Quantbot Technologies LP | 18.51K | Jun 30, 26 | +15.10K | 0.01% |
| Lodestone Wealth Management LLC | 18.19K | Jun 30, 26 | -402 | 0.01% |
| Camelot Portfolios, LLC | 17.08K | Jun 30, 26 | -1.03K | 0.01% |
| Catalyst Funds Management Pty Ltd | 17.07K | Jun 30, 26 | +8.57K | 0.01% |
| DekaBank Deutsche Girozentrale | 16.77K | Jun 30, 26 | -- | 0.01% |
| Pictet Asset Management Holding SA | 16.18K | Jun 30, 26 | -995 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 15.97K | Jun 30, 26 | +374 | 0.01% |
| ALGERT GLOBAL LLC | 15.30K | Jun 30, 26 | +15.30K | 0.01% |
| Farringdon Capital, Ltd. | 14.77K | Jun 30, 26 | +14.77K | 0.01% |
| Neuberger Berman Group LLC | 13.40K | Jun 30, 26 | +13.40K | 0.01% |
| Brinker Capital Investments, LLC | 13.32K | Jun 30, 26 | -236 | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 13.19K | Jun 30, 26 | +10.60K | 0.01% |
| Swiss Life Asset Management Ltd | 12.98K | Jun 30, 26 | +413 | 0.01% |
| CLARET ASSET MANAGEMENT Corp | 12.81K | Jun 30, 26 | -45 | 0.01% |
| VICTORY CAPITAL MANAGEMENT INC | 12.59K | Jun 30, 26 | +178 | 0.01% |
| STIFEL FINANCIAL CORP | 12.27K | Jun 30, 26 | -1.63K | 0.01% |
| Lipe & Dalton | 11.13K | Jun 30, 26 | -1.05K | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.69K | Jun 30, 26 | -180 | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 10.65K | Jun 30, 26 | -- | 0.01% |
| Legacy Wealth Asset Management, LLC | 10.65K | Jun 30, 26 | +343 | 0.01% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 10.62K | Jun 30, 26 | -- | 0.01% |
| AXQ CAPITAL, LP | 10.62K | Jun 30, 26 | +5.07K | 0.01% |
| Bristlecone Value Partners, LLC | 10.56K | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 10.45K | Jun 30, 26 | +3.06K | 0.01% |
| Johnson Financial Group, LLC | 10.35K | Jun 30, 26 | +10.35K | 0.01% |
| Frec Markets, Inc. | 10.25K | Jun 30, 26 | +10.25K | 0.01% |
| GREENLEAF TRUST | 10.01K | Jun 30, 26 | -1.91K | 0.01% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 9.23K | Jun 30, 26 | +3.87K | 0.00% |
| Creative Planning | 9.04K | Jun 30, 26 | +835 | 0.00% |
| DEUTSCHE BANK AG\ | 8.80K | Jun 30, 26 | +329 | 0.00% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 8.68K | Jun 30, 26 | -1.96K | 0.00% |
| Summit Trail Advisors, LLC | 8.64K | Jun 30, 26 | -16.25K | 0.00% |
| SHUFRO ROSE & CO LLC | 8.59K | Jun 30, 26 | -- | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 8.42K | Jun 30, 26 | +8.42K | 0.00% |
| Cerity Partners LLC | 8.34K | Jun 30, 26 | -4.95K | 0.00% |
| Cascade Financial Partners, LLC | 8.29K | Jun 30, 26 | +8.29K | 0.00% |
| Autumn Glory Partners, LLC | 8.25K | Jun 30, 26 | -- | 0.00% |
| Campbell & CO Investment Adviser LLC | 7.95K | Jun 30, 26 | +7.95K | 0.00% |
| VOYA INVESTMENT MANAGEMENT LLC | 7.85K | Jun 30, 26 | -480 | 0.00% |
| XPONANCE, INC. | 7.80K | Jun 30, 26 | -3.42K | 0.00% |
| Vanguard Personalized Indexing Management, LLC | 7.76K | Jun 30, 26 | +1.90K | 0.00% |
| Allworth Financial LP | 7.67K | Jun 30, 26 | -11 | 0.00% |
| CI Private Wealth, LLC | 7.32K | Jun 30, 26 | +7.32K | 0.00% |
| DnB Asset Management AS | 6.76K | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 6.71K | Jun 30, 26 | -411 | 0.00% |
| Machina Capital S.A.S. | 6.68K | Jun 30, 26 | +6.68K | 0.00% |
| Steadtrust LLC | 6.68K | Jun 30, 26 | -500 | 0.00% |
| Mariner, LLC | 6.57K | Jun 30, 26 | -2.81K | 0.00% |
| Red Door Wealth Management, LLC | 6.20K | Jun 30, 26 | -- | 0.00% |
| Fieldview Capital Management, LLC | 6.11K | Jun 30, 26 | -21.48K | 0.00% |
| Susquehanna Portfolio Strategies, LLC | 5.97K | Jun 30, 26 | +5.97K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.96K | Jun 30, 26 | +225 | 0.00% |
| Aquatic Capital Management LLC | 5.72K | Jun 30, 26 | -11.93K | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 5.71K | Jun 30, 26 | -3.74K | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 5.51K | Jun 30, 26 | +101 | 0.00% |
| CIBC Asset Management Inc | 5.46K | Jun 30, 26 | +5.46K | 0.00% |
| Marble Wealth, LLC | 5.39K | Jun 30, 26 | -- | 0.00% |
| Utah Retirement Systems | 5.33K | Jun 30, 26 | -- | 0.00% |
| VIAWEALTH, LLC | 5.13K | Jun 30, 26 | -- | 0.00% |
| Freestone Grove Partners LP | 5.01K | Jun 30, 26 | -23.12K | 0.00% |
| Granite Investment Partners, LLC | 5.00K | Jun 30, 26 | +5.00K | 0.00% |
| Stratos Wealth Partners, LTD. | 4.76K | Jun 30, 26 | +4.76K | 0.00% |
| Magnetar Financial LLC | 4.75K | Jun 30, 26 | +4.75K | 0.00% |
| Ellevest, Inc. | 4.74K | Jun 30, 26 | -606 | 0.00% |
| Miracle Mile Advisors, LLC | 4.74K | Jun 30, 26 | -1.19K | 0.00% |
| AMALGAMATED BANK | 4.71K | Jun 30, 26 | -1.37K | 0.00% |
| Maryland State Retirement & Pension System | 4.69K | Jun 30, 26 | -- | 0.00% |
| Centiva Capital, LP | 4.51K | Jun 30, 26 | +4.51K | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.50K | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.26K | Jun 30, 26 | +4.26K | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 4.17K | Jun 30, 26 | +4.17K | 0.00% |
| Lido Advisors, LLC | 4.11K | Jun 30, 26 | +4.11K | 0.00% |
| HighTower Advisors, LLC | 4.08K | Jun 30, 26 | +4.08K | 0.00% |
| PFG Investments, LLC | 4.05K | Jun 30, 26 | +4.05K | 0.00% |
| Ensign Peak Advisors, Inc | 4.05K | Jun 30, 26 | -550 | 0.00% |
| Baker Ellis Asset Management LLC | 4.04K | Jun 30, 26 | -500 | 0.00% |
| Proficio Capital Partners LLC | 3.88K | Jun 30, 26 | +3.88K | 0.00% |
| ALLSTATE CORP | 3.87K | Jun 30, 26 | -24.15K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.85K | Jun 30, 26 | +3 | 0.00% |
| Sequoia Financial Advisors, LLC | 3.67K | Jun 30, 26 | +3.67K | 0.00% |
| PRUDENTIAL FINANCIAL INC | 3.51K | Jun 30, 26 | +3.51K | 0.00% |
| M&T BANK CORP | 3.51K | Jun 30, 26 | +3.51K | 0.00% |
| GAMMA Investing LLC | 3.44K | Jun 30, 26 | +145 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 3.44K | Jun 30, 26 | +1.34K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.38K | Jun 30, 26 | -687 | 0.00% |
| US BANCORP \DE\ | 3.22K | Jun 30, 26 | -- | 0.00% |
| Sterling Capital Management LLC | 2.92K | Jun 30, 26 | +543 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 2.53K | Jun 30, 26 | +144 | 0.00% |
| FINANCIAL CONSULATE, INC | 2.32K | Jun 30, 26 | -- | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 2.24K | Jun 30, 26 | +2.24K | 0.00% |
| STRS OHIO | 2.13K | Jun 30, 26 | -287 | 0.00% |
| Eurizon Capital SGR S.p.A. | 2.07K | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 1.88K | Jun 30, 26 | +379 | 0.00% |
| MetLife Investment Management, LLC | 1.86K | Jun 30, 26 | -1.54K | 0.00% |
| Parallel Advisors, LLC | 1.82K | Jun 30, 26 | +82 | 0.00% |
| Colonial Trust Co / SC | 1.60K | Jun 30, 26 | +1 | 0.00% |
| ASSETMARK, INC | 1.40K | Jun 30, 26 | -454 | 0.00% |
| SIGNATUREFD, LLC | 1.33K | Jun 30, 26 | -36 | 0.00% |
| CVA Family Office, LLC | 1.21K | Jun 30, 26 | +70 | 0.00% |
| BNP Paribas Asset Management Holding S.A. | 1.15K | Jun 30, 26 | -204 | 0.00% |
| IFG Advisory, LLC | 1.09K | Jun 30, 26 | +1.09K | 0.00% |
| Financial Perspectives, Inc | 855 | Jun 30, 26 | -- | 0.00% |
| Mitsubishi UFJ Trust & Banking Corp | 806 | Jun 30, 26 | +806 | 0.00% |
| Rockefeller Capital Management L.P. | 772 | Jun 30, 26 | -345 | 0.00% |
| Aster Capital Management (DIFC) Ltd | 729 | Jun 30, 26 | -1.05K | 0.00% |
| Farther Finance Advisors, LLC | 644 | Jun 30, 26 | +23 | 0.00% |
| Tower Research Capital LLC (TRC) | 643 | Jun 30, 26 | +483 | 0.00% |
| NOMURA ASSET MANAGEMENT CO LTD | 630 | Jun 30, 26 | -870 | 0.00% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 615 | Jun 30, 26 | -- | 0.00% |
| Nykredit A/S | 538 | Jun 30, 26 | +538 | 0.00% |
| EverSource Wealth Advisors, LLC | 535 | Jun 30, 26 | -352 | 0.00% |
| SRS Capital Advisors, Inc. | 427 | Jun 30, 26 | +349 | 0.00% |
| Kennebec Savings Bank | 411 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 363 | Jun 30, 26 | -- | 0.00% |
| Daytona Street Capital LLC | 360 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 352 | Jun 30, 26 | +92 | 0.00% |
| Private Wealth Asset Management, LLC | 324 | Jun 30, 26 | -63 | 0.00% |
| BRYN MAWR TRUST Co | 297 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 288 | Jun 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 257 | Jun 30, 26 | +209 | 0.00% |
| Mirae Asset Global Investments Co., Ltd. | 228 | Jun 30, 26 | +228 | 0.00% |
| YANKCOM Partnership | 220 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 209 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 207 | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 180 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 169 | Jun 30, 26 | +169 | 0.00% |
| Golden State Wealth Management, LLC | 157 | Jun 30, 26 | +1 | 0.00% |
| Fortitude Family Office, LLC | 148 | Jun 30, 26 | +68 | 0.00% |
| SJS Investment Consulting Inc. | 145 | Jun 30, 26 | +120 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 132 | Jun 30, 26 | +34 | 0.00% |
| BOKF, NA | 130 | Jun 30, 26 | +130 | 0.00% |
| Private Wealth Management Group, LLC | 119 | Jun 30, 26 | +37 | 0.00% |
| Pinnacle Bancorp, Inc. | 116 | Jun 30, 26 | -60 | 0.00% |
| Ronald Blue Trust, Inc. | 113 | Jun 30, 26 | -612 | 0.00% |
| Sachetta, LLC | 108 | Jun 30, 26 | +108 | 0.00% |
| Covestor Ltd | 105 | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 99 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 94 | Jun 30, 26 | +94 | 0.00% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 90 | Jun 30, 26 | -- | 0.00% |
| Clearstead Trust, LLC | 80 | Jun 30, 26 | +9 | 0.00% |
| Owl Creek Wealth Partners LLC | 75 | Jun 30, 26 | +75 | 0.00% |
| High Note Wealth, LLC | 71 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 71 | Jun 30, 26 | +60 | 0.00% |
| Parkside Financial Bank & Trust | 67 | Jun 30, 26 | -44 | 0.00% |
| Keating Financial Advisory Services, Inc. | 66 | Jun 30, 26 | +48 | 0.00% |
| Rialto Wealth Management, LLC | 65 | Jun 30, 26 | +48 | 0.00% |
| LifeSteps Financial, Inc. | 63 | Jun 30, 26 | +63 | 0.00% |
| Westfuller Advisors, LLC | 63 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 60 | Jun 30, 26 | +60 | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 56 | Jun 30, 26 | -- | 0.00% |
| Strengthening Families & Communities, LLC | 54 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 48 | Jun 30, 26 | -- | 0.00% |
| Creative Capital Management Investments LLC | 47 | Jun 30, 26 | +47 | 0.00% |
| Ares Financial Consulting, LLC | 45 | Jun 30, 26 | -- | 0.00% |
| Bay Harbor Wealth Management, LLC | 35 | Jun 30, 26 | +10 | 0.00% |
| DiNuzzo Private Wealth, Inc. | 33 | Jun 30, 26 | +5 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 31 | Jun 30, 26 | -57 | 0.00% |
| Activest Wealth Management | 29 | Jun 30, 26 | +27 | 0.00% |
| Bare Financial Services, Inc | 28 | Jun 30, 26 | -52 | 0.00% |
| Atlantic Union Bankshares Corp | 26 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 25 | Jun 30, 26 | +25 | 0.00% |
| Avion Wealth | 23 | Jun 30, 26 | +23 | 0.00% |
| HFM Investment Advisors, LLC | 23 | Jun 30, 26 | +14 | 0.00% |
| Cornerstone Planning Group LLC | 22 | Jun 30, 26 | -- | 0.00% |
| Cromwell Holdings LLC | 22 | Jun 30, 26 | +10 | 0.00% |
| Bell Investment Advisors, Inc | 22 | Jun 30, 26 | +2 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 18 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 14 | Jun 30, 26 | +14 | 0.00% |
| Quaker Wealth Management, LLC | 14 | Jun 30, 26 | +5 | 0.00% |
| Prestige Wealth Management Group LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 12 | Jun 30, 26 | -- | 0.00% |
| Basecamp Wealth Advisors LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 11 | Jun 30, 26 | +11 | 0.00% |
| Marquette Asset Management, LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 9 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 9 | Jun 30, 26 | +9 | 0.00% |
| Clearstead Advisors, LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| DecisionPoint Financial, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| American Capital Advisory, LLC | 5 | Jun 30, 26 | +3 | 0.00% |
| Bruce G. Allen Investments, LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| True Wealth Design, LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 4 | Jun 30, 26 | +2 | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 4 | Jun 30, 26 | +4 | 0.00% |
| IFP Advisors, Inc | 4 | Jun 30, 26 | +3 | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 3 | Jun 30, 26 | -1 | 0.00% |
| Hughes Financial Services, LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 2 | Jun 30, 26 | +2 | 0.00% |
| Valued Wealth Advisors LLC | 2 | Jun 30, 26 | -- | 0.00% |
| Principia Wealth Advisory, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| TWINBEECH CAPITAL LP | -- | Jun 30, 26 | -28.25K | -- |
| Ruffer LLP | -- | Jun 30, 26 | -299.13K | -- |
| Amundi | -- | Jun 30, 26 | -5.92K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -488 | -- |
| MIRABELLA FINANCIAL SERVICES LLP | -- | Jun 30, 26 | -11.65K | -- |
| UMB Bank, n.a. | -- | Jun 30, 26 | -120 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -345 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -3 | -- |
| Harspring Capital Management, LLC | -- | Jun 30, 26 | -145.00K | -- |
| Entropy Technologies, LP | -- | Jun 30, 26 | -9.12K | -- |
| Estuary Capital Management LP | -- | Jun 30, 26 | -64.80K | -- |
| LECAP ASSET MANAGEMENT LTD | -- | Jun 30, 26 | -4.77K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -164 | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -3 | -- |
| Southpoint Capital Advisors LP | -- | Jun 30, 26 | -1.14M | -- |
| AdvisorNet Financial, Inc | -- | Jun 30, 26 | -360 | -- |
| Vermillion Wealth Management, Inc. | -- | Jun 30, 26 | -4 | -- |
| Point72 Asset Management, L.P. | -- | Jun 30, 26 | -62.63K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -1.81K | -- |
| Holocene Advisors, LP | -- | Jun 30, 26 | -4.65K | -- |
| HSBC HOLDINGS PLC | -- | Jun 30, 26 | -24.87K | -- |
| FOX RUN MANAGEMENT, L.L.C. | -- | Jun 30, 26 | -16.77K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -38 | -- |
| Janus Henderson Group Ltd. | 47.10K | Mar 31, 26 | -- | 0.02% |
| CWM, LLC | 581 | Mar 31, 26 | -399 | 0.00% |
| Richard Bernstein Advisors LLC | -- | Mar 31, 26 | -16.69K | -- |
| VANGUARD GROUP INC | 8.84M | Dec 31, 25 | -165.47K | 4.52% |
| RK Asset Management, LLC | 51.83K | Dec 31, 25 | -1.08K | 0.03% |
| Janney Capital Management LLC | 5.85K | Dec 31, 25 | +98 | 0.00% |
| COMERICA BANK | 1.63K | Dec 31, 25 | -536 | 0.00% |
| CIBC Private Wealth Group, LLC | 954 | Dec 31, 25 | +13 | 0.00% |
| Quest Partners LLC | 1 | Dec 31, 25 | -- | 0.00% |
| Brandywine Global Investment Management, LLC | -- | Dec 31, 25 | -116.44K | -- |
| Yost Capital Management, LP | -- | Dec 31, 25 | -94.80K | -- |
| Hemington Wealth Management | 106 | Sep 30, 25 | -77 | 0.00% |
| Guerra Advisors Inc | 15 | Sep 30, 25 | +15 | 0.00% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -234 | -- |
| First Horizon Advisors, Inc. | 517 | Jun 30, 25 | -18 | 0.00% |
| Parkworth Wealth Management, Inc. | 11 | Jun 30, 25 | +5 | 0.00% |
| Keeley-Teton Advisors, LLC | 89.03K | Mar 31, 25 | -7.80K | 0.05% |
| Orion Portfolio Solutions, LLC | 15.97K | Mar 31, 25 | +200 | 0.01% |
| Lindbrook Capital, LLC | 234 | Mar 31, 25 | -- | 0.00% |
| Nuveen Asset Management, LLC | 164.94K | Dec 31, 24 | -94.39K | 0.08% |
| Zions Bancorporation, N.A. | 45 | Dec 31, 24 | -- | 0.00% |
| Cassady Schiller Wealth Management, LLC | 9 | Dec 31, 24 | +9 | 0.00% |
| SCOUT INVESTMENTS, INC. | 321.30K | Sep 30, 24 | +1.54K | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 60.26K | Sep 30, 24 | +47.47K | 0.03% |
| RAYMOND JAMES TRUST N.A. | 3.94K | Sep 30, 24 | +3.94K | 0.00% |
| First Personal Financial Services | 2 | Sep 30, 24 | +2 | 0.00% |
| BlackRock Inc. | 5.49M | Jun 30, 24 | -92.08K | 2.81% |
| JANICZEK WEALTH MANAGEMENT, LLC | 495 | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 144 | Jun 30, 24 | -- | 0.00% |
| CREDIT SUISSE AG/ | 127.18K | Mar 31, 24 | -3.65K | 0.07% |
| Highlander Capital Management, LLC | 29.98K | Mar 31, 24 | -- | 0.02% |
| Cetera Advisor Networks LLC | 6.47K | Mar 31, 24 | -964 | 0.00% |
| Cetera Advisors LLC | 3.28K | Mar 31, 24 | +3.28K | 0.00% |
| Degroof Petercam Asset Management | 2.40K | Mar 31, 24 | -- | 0.00% |
| WADE G W & INC | 13.13K | Dec 31, 23 | +1.33K | 0.01% |
| Desjardins Global Asset Management Inc. | 882 | Dec 31, 23 | +13 | 0.00% |
| ADVISOR PARTNERS II, LLC | 4.08K | Sep 30, 23 | +4.08K | 0.00% |
| Steward Financial Group LLC | 129 | Sep 30, 23 | +129 | 0.00% |
| Ergoteles LLC | -- | Sep 30, 23 | -25.46K | -- |
| PICTET ASSET MANAGEMENT SA | 32.67K | Jun 30, 23 | -23.26K | 0.02% |
| Lumature Wealth Partners, LLC | 900 | Jun 30, 23 | -- | 0.00% |
| First Capital Advisors Group, LLC. | 98 | Jun 30, 23 | +98 | 0.00% |
| BerganKDV Wealth Management, LLC | -- | Jun 30, 23 | -27 | -- |
| ETF MANAGERS GROUP, LLC | 10.90K | Mar 31, 23 | +162 | 0.01% |
| ALLSTATE INVESTMENT MANAGEMENT CO | 3.73K | Dec 31, 22 | +3.73K | 0.00% |
| SEEYOND | 2.20K | Dec 31, 22 | +2.20K | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Explore More
Stock Comparison
Compare equities side by side
52-Week Highs Breakout
Stocks breaking to new annual highs
52-Week Lows Oversold
S&P 500 oversold value screener
Trending Momentum
Relative strength momentum leaders
Earnings Calendar
Upcoming earnings dates & reports
S&P 500 Screener
Filter and sort all 500 stocks
Strategy Focus List
Continuous multi-factor scoring & catalyst forensics
Market Movers
Today's biggest gainers and losers
