U-Haul Holding Company(UHAL)

$73.76—

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U-Haul Holding Company(UHAL)

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$73.76—

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UHAL(UHAL)

UHAL

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Institutional Ownership

Top 374 Institutional Holders

Holder	Shares	Date	Change	% Held
DIMENSIONAL FUND ADVISORS LP	664.39K	Jun 30, 26	+154.30K	0.34%
TWO SIGMA INVESTMENTS, LP	583.93K	Jun 30, 26	+374.65K	0.30%
NORGES BANK	546.48K	Jun 30, 26	+546.48K	0.28%
D. E. Shaw & Co., Inc.	489.81K	Jun 30, 26	+197.54K	0.25%
BlackRock, Inc.	478.75K	Jun 30, 26	+4.51K	0.24%
VANGUARD CAPITAL MANAGEMENT LLC	425.55K	Jun 30, 26	+20.85K	0.22%
MILLENNIUM MANAGEMENT LLC	415.46K	Jun 30, 26	+94.17K	0.21%
SCHARF INVESTMENTS, LLC	412.08K	Jun 30, 26	+90.08K	0.21%
JACOBS LEVY EQUITY MANAGEMENT, INC	351.02K	Jun 30, 26	+119.38K	0.18%
Quantinno Capital Management LP	327.78K	Jun 30, 26	+83.48K	0.17%
YACKTMAN ASSET MANAGEMENT LP	325.38K	Jun 30, 26	+7	0.17%
Gotham Asset Management, LLC	221.81K	Jun 30, 26	+178.33K	0.11%
STATE STREET CORP	206.09K	Jun 30, 26	+29.57K	0.11%
Trexquant Investment LP	205.09K	Jun 30, 26	+163.70K	0.10%
CITADEL ADVISORS LLC	162.16K	Jun 30, 26	+94.41K	0.08%
HRT FINANCIAL LP	159.88K	Jun 30, 26	+49.23K	0.08%
ArrowMark Colorado Holdings LLC	155.00K	Jun 30, 26	-28.80K	0.08%
MORGAN STANLEY	133.19K	Jun 30, 26	-46.36K	0.07%
GEODE CAPITAL MANAGEMENT, LLC	128.22K	Jun 30, 26	-20.77K	0.07%
GOLDMAN SACHS GROUP INC	103.05K	Jun 30, 26	+50.36K	0.05%
UBS Group AG	99.91K	Jun 30, 26	-13.78K	0.05%
Russell Investments Group, Ltd.	84.52K	Jun 30, 26	+50.99K	0.04%
LOS ANGELES CAPITAL MANAGEMENT LLC	81.23K	Jun 30, 26	+81.23K	0.04%
Point72 Asset Management, L.P.	77.15K	Jun 30, 26	+49.53K	0.04%
ENVESTNET ASSET MANAGEMENT INC	73.12K	Jun 30, 26	-20.25K	0.04%
Bruce & Co., Inc.	72.60K	Jun 30, 26	-1.30K	0.04%
Nuveen, LLC	68.53K	Jun 30, 26	+46.05K	0.04%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	61.24K	Jun 30, 26	+61.24K	0.03%
VANGUARD FIDUCIARY TRUST CO	59.20K	Jun 30, 26	-549	0.03%
ALGERT GLOBAL LLC	53.16K	Jun 30, 26	+53.16K	0.03%
OCCUDO QUANTITATIVE STRATEGIES LP	52.99K	Jun 30, 26	+18.52K	0.03%
Orvieto Partners, L.P.	51.42K	Jun 30, 26	-27.79K	0.03%
BANK OF AMERICA CORP /DE/	46.53K	Jun 30, 26	-4.87K	0.02%
NORTHERN TRUST CORP	46.20K	Jun 30, 26	+672	0.02%
Wallace Capital Management Inc.	45.17K	Jun 30, 26	-1.48K	0.02%
BNP PARIBAS ARBITRAGE, SNC	43.59K	Jun 30, 26	+38.22K	0.02%
BARCLAYS PLC	42.94K	Jun 30, 26	+33.84K	0.02%
AQR CAPITAL MANAGEMENT LLC	42.30K	Jun 30, 26	-5.26K	0.02%
IEQ CAPITAL, LLC	40.21K	Jun 30, 26	+26.49K	0.02%
BALYASNY ASSET MANAGEMENT L.P.	38.96K	Jun 30, 26	+38.96K	0.02%
JANE STREET GROUP, LLC	38.04K	Jun 30, 26	+7.27K	0.02%
Schonfeld Strategic Advisors LLC	36.93K	Jun 30, 26	-9.17K	0.02%
ABRAMS CAPITAL MANAGEMENT, L.P.	36.40K	Jun 30, 26	--	0.02%
XTX Topco Ltd	35.02K	Jun 30, 26	+17.39K	0.02%
ROYAL BANK OF CANADA	31.58K	Jun 30, 26	-2.68K	0.02%
TUDOR INVESTMENT CORP ET AL	31.09K	Jun 30, 26	+11.10K	0.02%
MARSHALL WACE, LLP	30.61K	Jun 30, 26	-106.94K	0.02%
WORLDQUANT MILLENNIUM ADVISORS LLC	29.56K	Jun 30, 26	+23.87K	0.02%
Lighthouse Investment Partners, LLC	27.54K	Jun 30, 26	-61.00K	0.01%
Creative Planning	25.71K	Jun 30, 26	+5.23K	0.01%
Summit Trail Advisors, LLC	24.67K	Jun 30, 26	-5.24K	0.01%
SEI INVESTMENTS CO	24.28K	Jun 30, 26	-2.63K	0.01%
Bank of New York Mellon Corp	24.25K	Jun 30, 26	+3.65K	0.01%
CITIGROUP INC	24.23K	Jun 30, 26	-1.58K	0.01%
Squarepoint Ops LLC	21.32K	Jun 30, 26	+7.15K	0.01%
Virtu Financial LLC	19.40K	Jun 30, 26	-18.61K	0.01%
AMERICAN CENTURY COMPANIES INC	19.29K	Jun 30, 26	+11.64K	0.01%
JPMORGAN CHASE & CO	16.72K	Jun 30, 26	+4.36K	0.01%
VOYA INVESTMENT MANAGEMENT LLC	15.95K	Jun 30, 26	-46	0.01%
Swiss National Bank	15.50K	Jun 30, 26	--	0.01%
CI Private Wealth, LLC	15.30K	Jun 30, 26	+3.25K	0.01%
VANGUARD ASSET MANAGEMENT, Ltd	15.05K	Jun 30, 26	-63.18K	0.01%
MCDONALD PARTNERS LLC	14.28K	Jun 30, 26	-150	0.01%
ADVISOR GROUP HOLDINGS, INC.	13.48K	Jun 30, 26	+2.62K	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	13.04K	Jun 30, 26	+2.87K	0.01%
Kerrisdale Advisers, LLC	12.71K	Jun 30, 26	--	0.01%
Private Capital Management, LLC	12.59K	Jun 30, 26	-610	0.01%
CAXTON ASSOCIATES LLP	12.03K	Jun 30, 26	+1.65K	0.01%
NEW YORK STATE COMMON RETIREMENT FUND	11.37K	Jun 30, 26	--	0.01%
Colony Group, LLC	11.25K	Jun 30, 26	+4.76K	0.01%
FMR LLC	11.20K	Jun 30, 26	+6.42K	0.01%
Engineers Gate Manager LP	11.07K	Jun 30, 26	+2.48K	0.01%
AMERIPRISE FINANCIAL INC	10.98K	Jun 30, 26	-1.22K	0.01%
Clearbridge Investments, LLC	10.00K	Jun 30, 26	--	0.01%
AXQ CAPITAL, LP	9.98K	Jun 30, 26	+2.56K	0.01%
Inspire Investing, LLC	9.41K	Jun 30, 26	+9.41K	0.00%
Blueshift Asset Management, LLC	9.21K	Jun 30, 26	-485	0.00%
LPL Financial LLC	8.95K	Jun 30, 26	+235	0.00%
GSA CAPITAL PARTNERS LLP	8.17K	Jun 30, 26	+8.17K	0.00%
Diversified Investment Strategies, LLC	8.04K	Jun 30, 26	--	0.00%
Man Group plc	7.84K	Jun 30, 26	+7.84K	0.00%
PRICE T ROWE ASSOCIATES INC /MD/	7.49K	Jun 30, 26	+1.01K	0.00%
MGO ONE SEVEN LLC	7.43K	Jun 30, 26	-1.05K	0.00%
Carnegie Lake Advisors LLC	7.42K	Jun 30, 26	-125	0.00%
GAMCO INVESTORS, INC. ET AL	7.34K	Jun 30, 26	--	0.00%
RHUMBLINE ADVISERS	7.24K	Jun 30, 26	-189	0.00%
MERCER GLOBAL ADVISORS INC /ADV	6.67K	Jun 30, 26	-1.13K	0.00%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	6.61K	Jun 30, 26	-970	0.00%
Ethic Inc.	6.14K	Jun 30, 26	-34.24K	0.00%
Oppenheimer & Close, LLC	5.99K	Jun 30, 26	--	0.00%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	5.82K	Jun 30, 26	-102	0.00%
Intellectus Partners, LLC	5.26K	Jun 30, 26	--	0.00%
Legal & General Group Plc	5.23K	Jun 30, 26	+1.31K	0.00%
INGALLS & SNYDER LLC	4.95K	Jun 30, 26	-9	0.00%
HighTower Advisors, LLC	4.89K	Jun 30, 26	-2.20K	0.00%
Connor, Clark & Lunn Investment Management Ltd.	4.66K	Jun 30, 26	+4.66K	0.00%
Invesco Ltd.	4.64K	Jun 30, 26	-1.28K	0.00%
RAYMOND JAMES FINANCIAL INC	4.41K	Jun 30, 26	-505	0.00%
Jain Global LLC	4.21K	Jun 30, 26	+4.21K	0.00%
Mraz, Amerine & Associates, Inc.	4.08K	Jun 30, 26	+4.08K	0.00%
Net Worth Advisory Group	4.07K	Jun 30, 26	-270	0.00%
Marex Group plc	4.05K	Jun 30, 26	+4.05K	0.00%
Graham Capital Management, L.P.	4.03K	Jun 30, 26	+4.03K	0.00%
TCG Advisory Services, LLC	3.78K	Jun 30, 26	+3.78K	0.00%
Optas, LLC	3.72K	Jun 30, 26	+3.72K	0.00%
Police & Firemen's Retirement System of New Jersey	3.61K	Jun 30, 26	--	0.00%
Quadcap Wealth Management, LLC	3.58K	Jun 30, 26	+3.58K	0.00%
Chicago Partners Investment Group LLC	3.48K	Jun 30, 26	+3.48K	0.00%
Baker Ellis Asset Management LLC	3.46K	Jun 30, 26	+3.46K	0.00%
Vanguard Global Advisers, LLC	3.46K	Jun 30, 26	+2.08K	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.31K	Jun 30, 26	+3.31K	0.00%
Mariner, LLC	3.31K	Jun 30, 26	+3.31K	0.00%
Treasurer of the State of North Carolina	3.30K	Jun 30, 26	+3.30K	0.00%
Cerity Partners LLC	3.28K	Jun 30, 26	+3.28K	0.00%
WELLS FARGO & COMPANY/MN	3.01K	Jun 30, 26	-200	0.00%
JONES FINANCIAL COMPANIES LLLP	2.74K	Jun 30, 26	+1.41K	0.00%
State of Wyoming	2.73K	Jun 30, 26	-5.13K	0.00%
Skylands Capital, LLC	2.04K	Jun 30, 26	--	0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)	1.98K	Jun 30, 26	--	0.00%
GREAT WEST LIFE ASSURANCE CO /CAN/	1.93K	Jun 30, 26	--	0.00%
KLP KAPITALFORVALTNING AS	1.70K	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	1.67K	Jun 30, 26	+845	0.00%
Daiwa Securities Group Inc.	1.55K	Jun 30, 26	+1.55K	0.00%
PICTON MAHONEY ASSET MANAGEMENT	1.54K	Jun 30, 26	+61	0.00%
ACADIAN ASSET MANAGEMENT LLC	1.44K	Jun 30, 26	+1.44K	0.00%
SRS Capital Advisors, Inc.	1.39K	Jun 30, 26	+1.06K	0.00%
Institute for Wealth Management, LLC.	1.37K	Jun 30, 26	+1.37K	0.00%
Federation des caisses Desjardins du Quebec	1.17K	Jun 30, 26	+619	0.00%
Allworth Financial LP	1.09K	Jun 30, 26	+122	0.00%
Colonial Trust Co / SC	1.04K	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	978	Jun 30, 26	+156	0.00%
CX Institutional	863	Jun 30, 26	+863	0.00%
US BANCORP \DE\	857	Jun 30, 26	+168	0.00%
NISA INVESTMENT ADVISORS, LLC	728	Jun 30, 26	--	0.00%
GAMMA Investing LLC	719	Jun 30, 26	+138	0.00%
Farther Finance Advisors, LLC	708	Jun 30, 26	+595	0.00%
FIFTH THIRD BANCORP	532	Jun 30, 26	+159	0.00%
NBC SECURITIES, INC.	458	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	447	Jun 30, 26	-257	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	425	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	383	Jun 30, 26	+108	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	348	Jun 30, 26	-29	0.00%
Global Retirement Partners, LLC	339	Jun 30, 26	+339	0.00%
Larson Financial Group LLC	323	Jun 30, 26	+149	0.00%
SIGNATUREFD, LLC	315	Jun 30, 26	+19	0.00%
DEUTSCHE BANK AG\	308	Jun 30, 26	+37	0.00%
ZRC WEALTH MANAGEMENT, LLC	295	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	288	Jun 30, 26	+58	0.00%
Tower Research Capital LLC (TRC)	276	Jun 30, 26	-1.40K	0.00%
FINANCIAL CONSULATE, INC	258	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	224	Jun 30, 26	+42	0.00%
EverSource Wealth Advisors, LLC	221	Jun 30, 26	-167	0.00%
BNP Paribas Asset Management Holding S.A.	210	Jun 30, 26	+210	0.00%
True Wealth Design, LLC	193	Jun 30, 26	+46	0.00%
BLAIR WILLIAM & CO/IL	181	Jun 30, 26	+131	0.00%
STRS OHIO	163	Jun 30, 26	-21	0.00%
MV CAPITAL MANAGEMENT, INC.	142	Jun 30, 26	+22	0.00%
MetLife Investment Management, LLC	141	Jun 30, 26	-116	0.00%
SJS Investment Consulting Inc.	141	Jun 30, 26	+38	0.00%
Integrated Wealth Concepts LLC	132	Jun 30, 26	+132	0.00%
CVA Family Office, LLC	130	Jun 30, 26	+3	0.00%
Pinnacle Bancorp, Inc.	112	Jun 30, 26	--	0.00%
Cedar Mountain Advisors, LLC	104	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	99	Jun 30, 26	+99	0.00%
Financial Perspectives, Inc	95	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	90	Jun 30, 26	--	0.00%
Covestor Ltd	80	Jun 30, 26	+10	0.00%
Plato Investment Management Ltd	72	Jun 30, 26	+72	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	61	Jun 30, 26	+61	0.00%
Smartleaf Asset Management LLC	41	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	36	Jun 30, 26	--	0.00%
Crewe Advisors LLC	25	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	25	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	22	Jun 30, 26	+9	0.00%
Fortitude Family Office, LLC	21	Jun 30, 26	+8	0.00%
Pinnacle Wealth Planning Services, Inc.	21	Jun 30, 26	--	0.00%
Quent Capital, LLC	19	Jun 30, 26	+19	0.00%
Rockefeller Capital Management L.P.	19	Jun 30, 26	-1.67K	0.00%
Spire Wealth Management	17	Jun 30, 26	-45	0.00%
Golden State Wealth Management, LLC	17	Jun 30, 26	--	0.00%
SYSTEMATIC FINANCIAL MANAGEMENT LP	15	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	12	Jun 30, 26	+12	0.00%
SIMPLEX TRADING, LLC	11	Jun 30, 26	+11	0.00%
Optiver Holding B.V.	8	Jun 30, 26	+8	0.00%
Prestige Wealth Management Group LLC	8	Jun 30, 26	--	0.00%
HFM Investment Advisors, LLC	8	Jun 30, 26	+5	0.00%
LifeSteps Financial, Inc.	7	Jun 30, 26	+7	0.00%
DiNuzzo Private Wealth, Inc.	7	Jun 30, 26	+1	0.00%
Westfuller Advisors, LLC	7	Jun 30, 26	--	0.00%
Creative Capital Management Investments LLC	7	Jun 30, 26	+7	0.00%
Clearstead Trust, LLC	6	Jun 30, 26	+6	0.00%
Strengthening Families & Communities, LLC	6	Jun 30, 26	--	0.00%
Bell Investment Advisors, Inc	5	Jun 30, 26	--	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	5	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3	Jun 30, 26	+1	0.00%
Kennebec Savings Bank	3	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	3	Jun 30, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	3	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	3	Jun 30, 26	--	0.00%
Activest Wealth Management	2	Jun 30, 26	--	0.00%
Rialto Wealth Management, LLC	2	Jun 30, 26	+2	0.00%
Bay Harbor Wealth Management, LLC	2	Jun 30, 26	+1	0.00%
SBI Securities Co., Ltd.	2	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	2	Jun 30, 26	-21	0.00%
DecisionPoint Financial, LLC	1	Jun 30, 26	+1	0.00%
Sachetta, LLC	1	Jun 30, 26	+1	0.00%
Private Wealth Management Group, LLC	1	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1	Jun 30, 26	-1	0.00%
LRI Investments, LLC	1	Jun 30, 26	+1	0.00%
MAVERICK CAPITAL LTD	--	Jun 30, 26	-13.62K	--
Dynamic Technology Lab Private Ltd	--	Jun 30, 26	-5.53K	--
CURIO WEALTH, LLC	--	Jun 30, 26	-1	--
Caitong International Asset Management Co., Ltd	--	Jun 30, 26	-8	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-153	--
MIRABELLA FINANCIAL SERVICES LLP	--	Jun 30, 26	-11.27K	--
Southpoint Capital Advisors LP	--	Jun 30, 26	-362.00K	--
BROWN BROTHERS HARRIMAN & CO	--	Jun 30, 26	-11	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-1.06K	--
Old West Investment Management, LLC	--	Jun 30, 26	-79.32K	--
Root Financial Partners, LLC	--	Jun 30, 26	-76	--
Verition Fund Management LLC	--	Jun 30, 26	-6.22K	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-4.60K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-5.91K	--
Mirae Asset Global Investments Co., Ltd.	--	Jun 30, 26	-228	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-108.75K	--
Farringdon Capital, Ltd.	--	Jun 30, 26	-9.26K	--
INCEPTIONR LLC	--	Jun 30, 26	-14.84K	--
Universal- Beteiligungs- und Servicegesellschaft mbH	--	Jun 30, 26	-5.40K	--
MAI Capital Management	--	Jun 30, 26	-53	--
UMB Bank, n.a.	--	Jun 30, 26	-30	--
Sequoia Financial Advisors, LLC	--	Jun 30, 26	-4.92K	--
JACOBS LEVY EQUITY MANAGEMENT, INC	231.63K	Mar 31, 26	+155.92K	0.12%
TWO SIGMA INVESTMENTS, LP	209.28K	Mar 31, 26	+38.51K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	108.75K	Mar 31, 26	+40.31K	0.06%
BANK OF AMERICA CORP /DE/	51.40K	Mar 31, 26	+12.48K	0.03%
Schonfeld Strategic Advisors LLC	46.11K	Mar 31, 26	-13.04K	0.02%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12.49K	Mar 31, 26	-58	0.01%
PRICE T ROWE ASSOCIATES INC /MD/	6.49K	Mar 31, 26	+701	0.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	5.71K	Mar 31, 26	+3.39K	0.00%
JANUS HENDERSON GROUP PLC	4.40K	Mar 31, 26	--	0.00%
CWM, LLC	405	Mar 31, 26	+122	0.00%
QUADRANT CAPITAL GROUP LLC	153	Mar 31, 26	-7.50K	0.00%
Transamerica Financial Advisors, Inc.	76	Mar 31, 26	+62	0.00%
Parkside Financial Bank & Trust	20	Mar 31, 26	+5	0.00%
Red Tortoise LLC	3	Mar 31, 26	--	0.00%
VANGUARD GROUP INC	867.15K	Dec 31, 25	+16.56K	0.44%
TWO SIGMA ADVISERS, LP	174.40K	Dec 31, 25	-15.30K	0.09%
Quest Partners LLC	6.37K	Dec 31, 25	-6.60K	0.00%
RK Asset Management, LLC	2.85K	Dec 31, 25	+1	0.00%
COMERICA BANK	1.26K	Dec 31, 25	-99	0.00%
CIBC Private Wealth Group, LLC	106	Dec 31, 25	-11	0.00%
REDMONT WEALTH ADVISORS LLC	81	Dec 31, 25	-5.77K	0.00%
ORG Partners LLC	15	Dec 31, 25	+15	0.00%
Brandywine Global Investment Management, LLC	--	Dec 31, 25	-9.03K	--
Corton Capital Inc.	5.56K	Sep 30, 25	+5.56K	0.00%
Point72 (DIFC) Ltd	1.42K	Sep 30, 25	-1.17K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	981	Sep 30, 25	+981	0.00%
Hemington Wealth Management	38	Sep 30, 25	-9	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-54	--
Cubist Systematic Strategies, LLC	--	Sep 30, 25	-6.25K	--
OLIVER LAGORE VANVALIN INVESTMENT GROUP	10.32K	Jun 30, 25	+10.32K	0.01%
Parkworth Wealth Management, Inc.	1	Jun 30, 25	--	0.00%
Keeley-Teton Advisors, LLC	9.04K	Mar 31, 25	-580	0.00%
Lindbrook Capital, LLC	69	Mar 31, 25	-22	0.00%
Nuveen Asset Management, LLC	16.95K	Dec 31, 24	-11.28K	0.01%
Zions Bancorporation, N.A.	5	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	8.34K	Sep 30, 24	-5	0.00%
BlackRock Inc.	416.54K	Jun 30, 24	+2.70K	0.21%
JANICZEK WEALTH MANAGEMENT, LLC	53	Jun 30, 24	--	0.00%
Spotlight Asset Group, Inc.	51	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	16	Jun 30, 24	--	0.00%
Highlander Capital Management, LLC	8.57K	Mar 31, 24	--	0.00%
Steward Financial Group LLC	19	Sep 30, 23	+19	0.00%
Ergoteles LLC	--	Sep 30, 23	-5.97K	--
Lumature Wealth Partners, LLC	--	Jun 30, 23	-100	--
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-3	--
ETF MANAGERS GROUP, LLC	1.21K	Mar 31, 23	+1.21K	0.00%
ZEKE CAPITAL ADVISORS, LLC	--	Dec 31, 22	-1.31K	--
SEEYOND	--	Dec 31, 22	-2.40K	--
WILEN INVESTMENT MANAGEMENT CORP.	19.86K	Sep 30, 22	-50	0.01%
Corient Capital Partners, LLC	577	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	80	Sep 30, 22	+80	0.00%
FourThought Financial, LLC	14	Sep 30, 22	-19	0.00%
Surevest, LLC	9	Sep 30, 22	--	0.00%
Private Capital Group, LLC	33	Jun 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	26.29K	Mar 31, 22	-738	0.01%
Amalgamated Financial Corp.	1.57K	Mar 31, 22	+1.57K	0.00%
FIRST QUADRANT LLC/CA	--	Mar 31, 22	-55	--
MD Financial Management Inc.	1.29K	Dec 31, 21	+124	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-3	--
Optimal Asset Management, Inc.	2.40K	Sep 30, 21	--	0.00%
NorthCoast Asset Management LLC	1.34K	Sep 30, 21	+1.34K	0.00%
Berman Capital Advisors, LLC	67	Sep 30, 21	+18	0.00%
FIRST MERCANTILE TRUST CO	53	Sep 30, 21	-3	0.00%
PICTET ASSET MANAGEMENT LTD	4.12K	Jun 30, 21	+420	0.00%
AMUNDI ASSET MANAGEMENT US, INC.	8.77K	Mar 31, 21	+563	0.00%
WealthStone, Inc.	380	Mar 31, 21	+380	0.00%
CARILLON TOWER ADVISERS, INC.	41.03K	Dec 31, 20	+4.78K	0.02%
Aperio Group, LLC	6.74K	Dec 31, 20	+1.22K	0.00%
National Investment Services of America, LLC	1.41K	Dec 31, 20	-830	0.00%
PA Capital LLC	1.34K	Sep 30, 20	-600	0.00%
AIA Investment Management Private Ltd	182	Sep 30, 20	+81	0.00%
BRINKER CAPITAL INC	2.87K	Jun 30, 20	+191	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.37K	Dec 31, 19	--	0.00%
Beacon Pointe Wealth Advisors, LLC	1.00K	Dec 31, 19	--	0.00%
Highstreet Asset Management Inc.	994	Dec 31, 19	+994	0.00%
Advisor Group, Inc.	413	Dec 31, 19	+53	0.00%
NATIONAL INVESTMENT SERVICES INC /WI	4.69K	Sep 30, 19	-163	0.00%
Meadow Creek Investment Management LLC	1.09K	Sep 30, 19	+1.09K	0.00%
Elkfork Partners LLC	896	Sep 30, 19	+896	0.00%
Glen Harbor Capital Management LLC	704	Sep 30, 19	+704	0.00%
RIVERHEAD CAPITAL MANAGEMENT LLC	680	Sep 30, 19	+680	0.00%
Neuburgh Advisers LLC	512	Sep 30, 19	+512	0.00%
MIDAS MANAGEMENT CORP	8.30K	Jun 30, 19	--	0.00%
TIAA CREF INVESTMENT MANAGEMENT LLC	18.48K	Mar 31, 19	-1.53K	0.01%
TEACHERS ADVISORS, LLC	11.56K	Mar 31, 19	+66	0.01%
Steinberg Global Asset Management	3.25K	Mar 31, 19	+152	0.00%
NEXT Financial Holdings	2	Mar 31, 19	+2	0.00%
Watermark Asset Management, Inc.	173	Dec 31, 18	--	0.00%
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD	300	Jun 30, 18	--	0.00%
Edge Advisors, LLC	80	Jun 30, 18	+42	0.00%
Tahithromos, L.L.C.	16.31K	Mar 31, 18	--	0.01%
DREMAN VALUE MANAGEMENT, L L C	478	Mar 31, 18	--	0.00%
GENESEE VALLEY TRUST CO	--	Mar 31, 18	-569	--
Delpha Capital Management, LLC	--	Mar 31, 18	-96	--
COLUMBIA WANGER ASSET MANAGEMENT LLC	32.71K	Dec 31, 17	-10.89K	0.02%
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	9.26K	Dec 31, 17	+9.26K	0.00%
Numeric Investors LLC	--	Dec 31, 17	-1.01K	--
Century Capital Management, LLC	8.26K	Jun 30, 17	-404	0.00%
Commonwealth Equity Services, Inc	864	Jun 30, 17	-1	0.00%
WFG Advisors, LP	38	Jun 30, 17	-6	0.00%
JANUS HENDERSON INVESTORS US LLC	66.18K	Mar 31, 17	-300	0.03%
Perkins Investment Management, LLC	18.58K	Mar 31, 17	+3.71K	0.01%
BlackRock Institutional Trust Company, N.A.	154.58K	Dec 31, 16	+3.49K	0.08%
BlackRock Fund Advisors	65.25K	Dec 31, 16	+7.25K	0.03%
BlackRock Group LTD	29.83K	Dec 31, 16	+890	0.02%
BLACKROCK ADVISORS LLC	12.15K	Dec 31, 16	-1.17K	0.01%
BlackRock Japan Co. Ltd	8.95K	Dec 31, 16	+97	0.00%
BlackRock Investment Management, LLC	3.96K	Dec 31, 16	+565	0.00%
Calvert Investment Management, Inc.	687	Dec 31, 16	-1	0.00%
MSI Financial Services Inc	155	Dec 31, 16	-103	0.00%
Emerald Acquisition Ltd.	10.99K	Sep 30, 16	-9.46K	0.01%
ADVANCE CAPITAL I INC	1.00K	Sep 30, 16	+100	0.00%
Mizuho Asset Management Co.,Ltd.	123	Sep 30, 16	--	0.00%
Shinko Asset Management Co., Ltd.	22	Sep 30, 16	--	0.00%
ANALYTIC INVESTORS, LLC	--	Sep 30, 16	-4.63K	--
Visium Asset Management, LP	--	Sep 30, 16	-1.98K	--
Gerstein Fisher	--	Sep 30, 16	-3.10K	--
Visium Asset Management, LP	1.98K	Jun 30, 16	+1.98K	0.00%
SOCIETE GENERALE	1.22K	Jun 30, 16	+1.22K	0.00%
RUSSELL FRANK CO/	20.51K	Mar 31, 16	+9.31K	0.01%
VIRGINIA RETIREMENT SYSTEM	11.53K	Mar 31, 16	+11.53K	0.01%
Ada Investment Management, LP	1.16K	Dec 31, 15	+102	0.00%
Independence Capital Asset Partners, LLC	1.09K	Dec 31, 15	-12.03K	0.00%
Absolute Return Capital, LLC	980	Sep 30, 15	-2.06K	0.00%
Invictus RG Pte. Ltd.	126	Sep 30, 15	+126	0.00%
MANAGED ACCOUNT ADVISORS LLC	14.73K	Jun 30, 15	+2.51K	0.01%
ICC CAPITAL MANAGEMENT INC/	8.22K	Mar 31, 15	-215	0.00%
RAPTOR CAPITAL MANAGEMENT LP	5.00K	Dec 31, 14	--	0.00%
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC	19.03K	Sep 30, 14	-8.55K	0.01%
Perennial Investment Partners LTD	10.39K	Sep 30, 14	+3.59K	0.01%
UBS AG	3.58K	Sep 30, 14	+3.42K	0.00%
Perimeter Capital Partners, LLC	--	Sep 30, 14	-6.92K	--
WILMINGTON TRUST CO	2.88K	Jun 30, 14	+2.88K	0.00%
Wilmington Trust, National Association	1.85K	Jun 30, 14	+1.85K	0.00%
Hatteras Alternative Mutual Funds, LLC	--	Jun 30, 14	-14.90K	--
SAC Capital Advisors LP	1.10K	Mar 31, 14	+1.10K	0.00%
ISZO CAPITAL LP	37.32K	Dec 31, 13	+37.32K	0.02%
NORTHERN TRUST CO OF CONNECTICUT	--	Dec 31, 13	-7.30K	--
KNIGHT CAPITAL GROUP LLC	4.48K	Jun 30, 13	+1.51K	0.00%
Irish Life Investment Managers Ltd.	392	Jun 30, 13	--	0.00%
MANULIFE INVESTMENT MANAGEMENT (US) LLC	4.01K	Mar 31, 13	-136	0.00%
Manulife Investment Management (North America) Ltd	3.09K	Mar 31, 13	+83	0.00%
FEDERATED MDTA LLC	57.80K	Jun 30, 06	-18.35K	0.03%

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Holder

Date

Change

% Held

DIMENSIONAL FUND ADVISORS LP

664.39K

Jun 30, 26

+154.30K

0.34%

TWO SIGMA INVESTMENTS, LP

583.93K

Jun 30, 26

+374.65K

0.30%

NORGES BANK

546.48K

Jun 30, 26

+546.48K

0.28%

D. E. Shaw & Co., Inc.

489.81K

Jun 30, 26

+197.54K

0.25%

BlackRock, Inc.

478.75K

Jun 30, 26

+4.51K

0.24%

VANGUARD CAPITAL MANAGEMENT LLC

425.55K

Jun 30, 26

+20.85K

0.22%

MILLENNIUM MANAGEMENT LLC

415.46K

Jun 30, 26

+94.17K

0.21%

SCHARF INVESTMENTS, LLC

412.08K

Jun 30, 26

+90.08K

0.21%

JACOBS LEVY EQUITY MANAGEMENT, INC

351.02K

Jun 30, 26

+119.38K

0.18%

Quantinno Capital Management LP

327.78K

Jun 30, 26

+83.48K

0.17%

YACKTMAN ASSET MANAGEMENT LP

325.38K

Jun 30, 26

0.17%

Gotham Asset Management, LLC

221.81K

Jun 30, 26

+178.33K

0.11%

STATE STREET CORP

206.09K

Jun 30, 26

+29.57K

0.11%

Trexquant Investment LP

205.09K

Jun 30, 26

+163.70K

0.10%

CITADEL ADVISORS LLC

162.16K

Jun 30, 26

+94.41K

0.08%

HRT FINANCIAL LP

159.88K

Jun 30, 26

+49.23K

0.08%

ArrowMark Colorado Holdings LLC

155.00K

Jun 30, 26

-28.80K

0.08%

MORGAN STANLEY

133.19K

Jun 30, 26

-46.36K

0.07%

GEODE CAPITAL MANAGEMENT, LLC

128.22K

Jun 30, 26

-20.77K

0.07%

GOLDMAN SACHS GROUP INC

103.05K

Jun 30, 26

+50.36K

0.05%

UBS Group AG

99.91K

Jun 30, 26

-13.78K

0.05%

Russell Investments Group, Ltd.

84.52K

Jun 30, 26

+50.99K

0.04%

LOS ANGELES CAPITAL MANAGEMENT LLC

81.23K

Jun 30, 26

+81.23K

0.04%

Point72 Asset Management, L.P.

77.15K

Jun 30, 26

+49.53K

0.04%

ENVESTNET ASSET MANAGEMENT INC

73.12K

Jun 30, 26

-20.25K

0.04%

Bruce & Co., Inc.

72.60K

Jun 30, 26

-1.30K

0.04%

Nuveen, LLC

68.53K

Jun 30, 26

+46.05K

0.04%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

61.24K

Jun 30, 26

+61.24K

0.03%

VANGUARD FIDUCIARY TRUST CO

59.20K

Jun 30, 26

-549

0.03%

ALGERT GLOBAL LLC

53.16K

Jun 30, 26

+53.16K

0.03%

OCCUDO QUANTITATIVE STRATEGIES LP

52.99K

Jun 30, 26

+18.52K

0.03%

Orvieto Partners, L.P.

51.42K

Jun 30, 26

-27.79K

0.03%

BANK OF AMERICA CORP /DE/

46.53K

Jun 30, 26

-4.87K

0.02%

NORTHERN TRUST CORP

46.20K

Jun 30, 26

+672

0.02%

Wallace Capital Management Inc.

45.17K

Jun 30, 26

-1.48K

0.02%

BNP PARIBAS ARBITRAGE, SNC

43.59K

Jun 30, 26

+38.22K

0.02%

BARCLAYS PLC

42.94K

Jun 30, 26

+33.84K

0.02%

AQR CAPITAL MANAGEMENT LLC

42.30K

Jun 30, 26

-5.26K

0.02%

IEQ CAPITAL, LLC

40.21K

Jun 30, 26

+26.49K

0.02%

BALYASNY ASSET MANAGEMENT L.P.

38.96K

Jun 30, 26

+38.96K

0.02%

JANE STREET GROUP, LLC

38.04K

Jun 30, 26

+7.27K

0.02%

Schonfeld Strategic Advisors LLC

36.93K

Jun 30, 26

-9.17K

0.02%

ABRAMS CAPITAL MANAGEMENT, L.P.

36.40K

Jun 30, 26

0.02%

XTX Topco Ltd

35.02K

Jun 30, 26

+17.39K

0.02%

ROYAL BANK OF CANADA

31.58K

Jun 30, 26

-2.68K

0.02%

TUDOR INVESTMENT CORP ET AL

31.09K

Jun 30, 26

+11.10K

0.02%

MARSHALL WACE, LLP

30.61K

Jun 30, 26

-106.94K

0.02%

WORLDQUANT MILLENNIUM ADVISORS LLC

29.56K

Jun 30, 26

+23.87K

0.02%

Lighthouse Investment Partners, LLC

27.54K

Jun 30, 26

-61.00K

0.01%

Creative Planning

25.71K

Jun 30, 26

+5.23K

0.01%

Summit Trail Advisors, LLC

24.67K

Jun 30, 26

-5.24K

0.01%

SEI INVESTMENTS CO

24.28K

Jun 30, 26

-2.63K

0.01%

Bank of New York Mellon Corp

24.25K

Jun 30, 26

+3.65K

0.01%

CITIGROUP INC

24.23K

Jun 30, 26

-1.58K

0.01%

Squarepoint Ops LLC

21.32K

Jun 30, 26

+7.15K

0.01%

Virtu Financial LLC

19.40K

Jun 30, 26

-18.61K

0.01%

AMERICAN CENTURY COMPANIES INC

19.29K

Jun 30, 26

+11.64K

0.01%

JPMORGAN CHASE & CO

16.72K

Jun 30, 26

+4.36K

0.01%

VOYA INVESTMENT MANAGEMENT LLC

15.95K

Jun 30, 26

-46

0.01%

Swiss National Bank

15.50K

Jun 30, 26

0.01%

CI Private Wealth, LLC

15.30K

Jun 30, 26

+3.25K

0.01%

VANGUARD ASSET MANAGEMENT, Ltd

15.05K

Jun 30, 26

-63.18K

0.01%

MCDONALD PARTNERS LLC

14.28K

Jun 30, 26

-150

0.01%

ADVISOR GROUP HOLDINGS, INC.

13.48K

Jun 30, 26

+2.62K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

13.04K

Jun 30, 26

+2.87K

0.01%

Kerrisdale Advisers, LLC

12.71K

Jun 30, 26

0.01%

Private Capital Management, LLC

12.59K

Jun 30, 26

-610

0.01%

CAXTON ASSOCIATES LLP

12.03K

Jun 30, 26

+1.65K

0.01%

NEW YORK STATE COMMON RETIREMENT FUND

11.37K

Jun 30, 26

0.01%

Colony Group, LLC

11.25K

Jun 30, 26

+4.76K

0.01%

FMR LLC

11.20K

Jun 30, 26

+6.42K

0.01%

Engineers Gate Manager LP

11.07K

Jun 30, 26

+2.48K

0.01%

AMERIPRISE FINANCIAL INC

10.98K

Jun 30, 26

-1.22K

0.01%

Clearbridge Investments, LLC

10.00K

Jun 30, 26

0.01%

AXQ CAPITAL, LP

9.98K

Jun 30, 26

+2.56K

0.01%

Inspire Investing, LLC

9.41K

Jun 30, 26

+9.41K

0.00%

Blueshift Asset Management, LLC

9.21K

Jun 30, 26

-485

0.00%

LPL Financial LLC

8.95K

Jun 30, 26

+235

0.00%

GSA CAPITAL PARTNERS LLP

8.17K

Jun 30, 26

+8.17K

0.00%

Diversified Investment Strategies, LLC

8.04K

Jun 30, 26

0.00%

Man Group plc

7.84K

Jun 30, 26

+7.84K

0.00%

PRICE T ROWE ASSOCIATES INC /MD/

7.49K

Jun 30, 26

+1.01K

0.00%

MGO ONE SEVEN LLC

7.43K

Jun 30, 26

-1.05K

0.00%

Carnegie Lake Advisors LLC

7.42K

Jun 30, 26

-125

0.00%

GAMCO INVESTORS, INC. ET AL

7.34K

Jun 30, 26

0.00%

RHUMBLINE ADVISERS

7.24K

Jun 30, 26

-189

0.00%

MERCER GLOBAL ADVISORS INC /ADV

6.67K

Jun 30, 26

-1.13K

0.00%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

6.61K

Jun 30, 26

-970

0.00%

Ethic Inc.

6.14K

Jun 30, 26

-34.24K

0.00%

Oppenheimer & Close, LLC

5.99K

Jun 30, 26

0.00%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

5.82K

Jun 30, 26

-102

0.00%

Intellectus Partners, LLC

5.26K

Jun 30, 26

0.00%

Legal & General Group Plc

5.23K

Jun 30, 26

+1.31K

0.00%

INGALLS & SNYDER LLC

4.95K

Jun 30, 26

-9

0.00%

HighTower Advisors, LLC

4.89K

Jun 30, 26

-2.20K

0.00%

Connor, Clark & Lunn Investment Management Ltd.

4.66K

Jun 30, 26

+4.66K

0.00%

Invesco Ltd.

4.64K

Jun 30, 26

-1.28K

0.00%

RAYMOND JAMES FINANCIAL INC

4.41K

Jun 30, 26

-505

0.00%

Jain Global LLC

4.21K

Jun 30, 26

+4.21K

0.00%

Mraz, Amerine & Associates, Inc.

4.08K

Jun 30, 26

+4.08K

0.00%

Net Worth Advisory Group

4.07K

Jun 30, 26

-270

0.00%

Marex Group plc

4.05K

Jun 30, 26

+4.05K

0.00%

Graham Capital Management, L.P.

4.03K

Jun 30, 26

+4.03K

0.00%

TCG Advisory Services, LLC

3.78K

Jun 30, 26

+3.78K

0.00%

Optas, LLC

3.72K

Jun 30, 26

+3.72K

0.00%

Police & Firemen's Retirement System of New Jersey

3.61K

Jun 30, 26

0.00%

Quadcap Wealth Management, LLC

3.58K

Jun 30, 26

+3.58K

0.00%

Chicago Partners Investment Group LLC

3.48K

Jun 30, 26

+3.48K

0.00%

Baker Ellis Asset Management LLC

3.46K

Jun 30, 26

+3.46K

0.00%

Vanguard Global Advisers, LLC

3.46K

Jun 30, 26

+2.08K

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.31K

Jun 30, 26

+3.31K

0.00%

Mariner, LLC

3.31K

Jun 30, 26

+3.31K

0.00%

Treasurer of the State of North Carolina

3.30K

Jun 30, 26

+3.30K

0.00%

Cerity Partners LLC

3.28K

Jun 30, 26

+3.28K

0.00%

WELLS FARGO & COMPANY/MN

3.01K

Jun 30, 26

-200

0.00%

JONES FINANCIAL COMPANIES LLLP

2.74K

Jun 30, 26

+1.41K

0.00%

State of Wyoming

2.73K

Jun 30, 26

-5.13K

0.00%

Skylands Capital, LLC

2.04K

Jun 30, 26

0.00%

Zurcher Kantonalbank (Zurich Cantonalbank)

1.98K

Jun 30, 26

0.00%

GREAT WEST LIFE ASSURANCE CO /CAN/

1.93K

Jun 30, 26

0.00%

KLP KAPITALFORVALTNING AS

1.70K

Jun 30, 26

0.00%

Parallel Advisors, LLC

1.67K

Jun 30, 26

+845

0.00%

Daiwa Securities Group Inc.

1.55K

Jun 30, 26

+1.55K

0.00%

PICTON MAHONEY ASSET MANAGEMENT

1.54K

Jun 30, 26

+61

0.00%

ACADIAN ASSET MANAGEMENT LLC

1.44K

Jun 30, 26

+1.44K

0.00%

SRS Capital Advisors, Inc.

1.39K

Jun 30, 26

+1.06K

0.00%

Institute for Wealth Management, LLC.

1.37K

Jun 30, 26

+1.37K

0.00%

Federation des caisses Desjardins du Quebec

1.17K

Jun 30, 26

+619

0.00%

Allworth Financial LP

1.09K

Jun 30, 26

+122

0.00%

Colonial Trust Co / SC

1.04K

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

978

Jun 30, 26

+156

0.00%

CX Institutional

863

Jun 30, 26

+863

0.00%

US BANCORP \DE\

857

Jun 30, 26

+168

0.00%

NISA INVESTMENT ADVISORS, LLC

728

Jun 30, 26

0.00%

GAMMA Investing LLC

719

Jun 30, 26

+138

0.00%

Farther Finance Advisors, LLC

708

Jun 30, 26

+595

0.00%

FIFTH THIRD BANCORP

532

Jun 30, 26

+159

0.00%

NBC SECURITIES, INC.

458

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

447

Jun 30, 26

-257

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

425

Jun 30, 26

0.00%

Versant Capital Management, Inc

383

Jun 30, 26

+108

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

348

Jun 30, 26

-29

0.00%

Global Retirement Partners, LLC

339

Jun 30, 26

+339

0.00%

Larson Financial Group LLC

323

Jun 30, 26

+149

0.00%

SIGNATUREFD, LLC

315

Jun 30, 26

+19

0.00%

DEUTSCHE BANK AG\

308

Jun 30, 26

+37

0.00%

ZRC WEALTH MANAGEMENT, LLC

295

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

288

Jun 30, 26

+58

0.00%

Tower Research Capital LLC (TRC)

276

Jun 30, 26

-1.40K

0.00%

FINANCIAL CONSULATE, INC

258

Jun 30, 26

0.00%

Sterling Capital Management LLC

224

Jun 30, 26

+42

0.00%

EverSource Wealth Advisors, LLC

221

Jun 30, 26

-167

0.00%

BNP Paribas Asset Management Holding S.A.

210

Jun 30, 26

+210

0.00%

True Wealth Design, LLC

193

Jun 30, 26

+46

0.00%

BLAIR WILLIAM & CO/IL

181

Jun 30, 26

+131

0.00%

STRS OHIO

163

Jun 30, 26

-21

0.00%

MV CAPITAL MANAGEMENT, INC.

142

Jun 30, 26

+22

0.00%

MetLife Investment Management, LLC

141

Jun 30, 26

-116

0.00%

SJS Investment Consulting Inc.

141

Jun 30, 26

+38

0.00%

Integrated Wealth Concepts LLC

132

Jun 30, 26

+132

0.00%

CVA Family Office, LLC

130

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

112

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

104

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

Jun 30, 26

+99

0.00%

Financial Perspectives, Inc

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Covestor Ltd

Jun 30, 26

+10

0.00%

Plato Investment Management Ltd

Jun 30, 26

+72

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

Jun 30, 26

+61

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

0.00%

Crewe Advisors LLC

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

Fortitude Family Office, LLC

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

Quent Capital, LLC

Jun 30, 26

+19

0.00%

Rockefeller Capital Management L.P.

Jun 30, 26

-1.67K

0.00%

Spire Wealth Management

Jun 30, 26

-45

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

SYSTEMATIC FINANCIAL MANAGEMENT LP

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

+12

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

+11

0.00%

Optiver Holding B.V.

Jun 30, 26

0.00%

Prestige Wealth Management Group LLC

Jun 30, 26

0.00%

HFM Investment Advisors, LLC

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

Jun 30, 26

0.00%

Westfuller Advisors, LLC

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

Jun 30, 26

0.00%

Clearstead Trust, LLC

Jun 30, 26

0.00%

Strengthening Families & Communities, LLC

Jun 30, 26

0.00%

Bell Investment Advisors, Inc

Jun 30, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

Kennebec Savings Bank

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

0.00%

Activest Wealth Management

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

Jun 30, 26

0.00%

Bay Harbor Wealth Management, LLC

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

-21

0.00%

DecisionPoint Financial, LLC

Jun 30, 26

0.00%

Sachetta, LLC

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

-1

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

MAVERICK CAPITAL LTD

Jun 30, 26

-13.62K

Dynamic Technology Lab Private Ltd

Jun 30, 26

-5.53K

CURIO WEALTH, LLC

Jun 30, 26

-1

Caitong International Asset Management Co., Ltd

Jun 30, 26

-8

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-153

MIRABELLA FINANCIAL SERVICES LLP

Jun 30, 26

-11.27K

Southpoint Capital Advisors LP

Jun 30, 26

-362.00K

BROWN BROTHERS HARRIMAN & CO

Jun 30, 26

-11

Opal Wealth Advisors, LLC

Jun 30, 26

-1.06K

Old West Investment Management, LLC

Jun 30, 26

-79.32K

Root Financial Partners, LLC

Jun 30, 26

-76

Verition Fund Management LLC

Jun 30, 26

-6.22K

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-4.60K

FLOW TRADERS U.S. LLC

Jun 30, 26

-5.91K

Mirae Asset Global Investments Co., Ltd.

Jun 30, 26

-228

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-108.75K

Farringdon Capital, Ltd.

Jun 30, 26

-9.26K

INCEPTIONR LLC

Jun 30, 26

-14.84K

Universal- Beteiligungs- und Servicegesellschaft mbH

Jun 30, 26

-5.40K

MAI Capital Management

Jun 30, 26

-53

UMB Bank, n.a.

Jun 30, 26

-30

Sequoia Financial Advisors, LLC

Jun 30, 26

-4.92K

JACOBS LEVY EQUITY MANAGEMENT, INC

231.63K

Mar 31, 26

+155.92K

0.12%

TWO SIGMA INVESTMENTS, LP

209.28K

Mar 31, 26

+38.51K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

108.75K

Mar 31, 26

+40.31K

0.06%

BANK OF AMERICA CORP /DE/

51.40K

Mar 31, 26

+12.48K

0.03%

Schonfeld Strategic Advisors LLC

46.11K

Mar 31, 26

-13.04K

0.02%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

12.49K

Mar 31, 26

-58

0.01%

PRICE T ROWE ASSOCIATES INC /MD/

6.49K

Mar 31, 26

+701

0.00%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

5.71K

Mar 31, 26

+3.39K

0.00%

JANUS HENDERSON GROUP PLC

4.40K

Mar 31, 26

0.00%

CWM, LLC

405

Mar 31, 26

+122

0.00%

QUADRANT CAPITAL GROUP LLC

153

Mar 31, 26

-7.50K

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

+62

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

Red Tortoise LLC

Mar 31, 26

0.00%

VANGUARD GROUP INC

867.15K

Dec 31, 25

+16.56K

0.44%

TWO SIGMA ADVISERS, LP

174.40K

Dec 31, 25

-15.30K

0.09%

Quest Partners LLC

6.37K

Dec 31, 25

-6.60K

0.00%

RK Asset Management, LLC

2.85K

Dec 31, 25

0.00%

COMERICA BANK

1.26K

Dec 31, 25

-99

0.00%

CIBC Private Wealth Group, LLC

106

Dec 31, 25

-11

0.00%

REDMONT WEALTH ADVISORS LLC

Dec 31, 25

-5.77K

0.00%

ORG Partners LLC

Dec 31, 25

+15

0.00%

Brandywine Global Investment Management, LLC

Dec 31, 25

-9.03K

Corton Capital Inc.

5.56K

Sep 30, 25

+5.56K

0.00%

Point72 (DIFC) Ltd

1.42K

Sep 30, 25

-1.17K

0.00%

Point72 Asia (Singapore) Pte. Ltd.

981

Sep 30, 25

+981

0.00%

Hemington Wealth Management

Sep 30, 25

-9

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-54

Cubist Systematic Strategies, LLC

Sep 30, 25

-6.25K

OLIVER LAGORE VANVALIN INVESTMENT GROUP

10.32K

Jun 30, 25

+10.32K

0.01%

Parkworth Wealth Management, Inc.

Jun 30, 25

0.00%

Keeley-Teton Advisors, LLC

9.04K

Mar 31, 25

-580

0.00%

Lindbrook Capital, LLC

Mar 31, 25

-22

0.00%

Nuveen Asset Management, LLC

16.95K

Dec 31, 24

-11.28K

0.01%

Zions Bancorporation, N.A.

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

8.34K

Sep 30, 24

-5

0.00%

BlackRock Inc.

416.54K

Jun 30, 24

+2.70K

0.21%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

0.00%

Highlander Capital Management, LLC

8.57K

Mar 31, 24

0.00%

Steward Financial Group LLC

Sep 30, 23

+19

0.00%

Ergoteles LLC

Sep 30, 23

-5.97K

Lumature Wealth Partners, LLC

Jun 30, 23

-100

BerganKDV Wealth Management, LLC

Jun 30, 23

-3

ETF MANAGERS GROUP, LLC

1.21K

Mar 31, 23

+1.21K

0.00%

ZEKE CAPITAL ADVISORS, LLC

Dec 31, 22

-1.31K

SEEYOND

Dec 31, 22

-2.40K

WILEN INVESTMENT MANAGEMENT CORP.

19.86K

Sep 30, 22

-50

0.01%

Corient Capital Partners, LLC

577

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+80

0.00%

FourThought Financial, LLC

Sep 30, 22

-19

0.00%

Surevest, LLC

Sep 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

26.29K

Mar 31, 22

-738

0.01%

Amalgamated Financial Corp.

1.57K

Mar 31, 22

+1.57K

0.00%

FIRST QUADRANT LLC/CA

Mar 31, 22

-55

MD Financial Management Inc.

1.29K

Dec 31, 21

+124

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-3

Optimal Asset Management, Inc.

2.40K

Sep 30, 21

0.00%

NorthCoast Asset Management LLC

1.34K

Sep 30, 21

+1.34K

0.00%

Berman Capital Advisors, LLC

Sep 30, 21

+18

0.00%

FIRST MERCANTILE TRUST CO

Sep 30, 21

-3

0.00%

PICTET ASSET MANAGEMENT LTD

4.12K

Jun 30, 21

+420

0.00%

AMUNDI ASSET MANAGEMENT US, INC.

8.77K

Mar 31, 21

+563

0.00%

WealthStone, Inc.

380

Mar 31, 21

+380

0.00%

CARILLON TOWER ADVISERS, INC.

41.03K

Dec 31, 20

+4.78K

0.02%

Aperio Group, LLC

6.74K

Dec 31, 20

+1.22K

0.00%

National Investment Services of America, LLC

1.41K

Dec 31, 20

-830

0.00%

PA Capital LLC

1.34K

Sep 30, 20

-600

0.00%

AIA Investment Management Private Ltd

182

Sep 30, 20

+81

0.00%

BRINKER CAPITAL INC

2.87K

Jun 30, 20

+191

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.37K

Dec 31, 19

0.00%

Beacon Pointe Wealth Advisors, LLC

1.00K

Dec 31, 19

0.00%

Highstreet Asset Management Inc.

994

Dec 31, 19

+994

0.00%

Advisor Group, Inc.

413

Dec 31, 19

+53

0.00%

NATIONAL INVESTMENT SERVICES INC /WI

4.69K

Sep 30, 19

-163

0.00%

Meadow Creek Investment Management LLC

1.09K

Sep 30, 19

+1.09K

0.00%

Elkfork Partners LLC

896

Sep 30, 19

+896

0.00%

Glen Harbor Capital Management LLC

704

Sep 30, 19

+704

0.00%

RIVERHEAD CAPITAL MANAGEMENT LLC

680

Sep 30, 19

+680

0.00%

Neuburgh Advisers LLC

512

Sep 30, 19

+512

0.00%

MIDAS MANAGEMENT CORP

8.30K

Jun 30, 19

0.00%

TIAA CREF INVESTMENT MANAGEMENT LLC

18.48K

Mar 31, 19

-1.53K

0.01%

TEACHERS ADVISORS, LLC

11.56K

Mar 31, 19

+66

0.01%

Steinberg Global Asset Management

3.25K

Mar 31, 19

+152

0.00%

NEXT Financial Holdings

Mar 31, 19

0.00%

Watermark Asset Management, Inc.

173

Dec 31, 18

0.00%

OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD

300

Jun 30, 18

0.00%

Edge Advisors, LLC

Jun 30, 18

+42

0.00%

Tahithromos, L.L.C.

16.31K

Mar 31, 18

0.01%

DREMAN VALUE MANAGEMENT, L L C

478

Mar 31, 18

0.00%

GENESEE VALLEY TRUST CO

Mar 31, 18

-569

Delpha Capital Management, LLC

Mar 31, 18

-96

COLUMBIA WANGER ASSET MANAGEMENT LLC

32.71K

Dec 31, 17

-10.89K

0.02%

CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.

9.26K

Dec 31, 17

+9.26K

0.00%

Numeric Investors LLC

Dec 31, 17

-1.01K

Century Capital Management, LLC

8.26K

Jun 30, 17

-404

0.00%

Commonwealth Equity Services, Inc

864

Jun 30, 17

-1

0.00%

WFG Advisors, LP

Jun 30, 17

-6

0.00%

JANUS HENDERSON INVESTORS US LLC

66.18K

Mar 31, 17

-300

0.03%

Perkins Investment Management, LLC

18.58K

Mar 31, 17

+3.71K

0.01%

BlackRock Institutional Trust Company, N.A.

154.58K

Dec 31, 16

+3.49K

0.08%

BlackRock Fund Advisors

65.25K

Dec 31, 16

+7.25K

0.03%

BlackRock Group LTD

29.83K

Dec 31, 16

+890

0.02%

BLACKROCK ADVISORS LLC

12.15K

Dec 31, 16

-1.17K

0.01%

BlackRock Japan Co. Ltd

8.95K

Dec 31, 16

+97

0.00%

BlackRock Investment Management, LLC

3.96K

Dec 31, 16

+565

0.00%

Calvert Investment Management, Inc.

687

Dec 31, 16

-1

0.00%

MSI Financial Services Inc

155

Dec 31, 16

-103

0.00%

Emerald Acquisition Ltd.

10.99K

Sep 30, 16

-9.46K

0.01%

ADVANCE CAPITAL I INC

1.00K

Sep 30, 16

+100

0.00%

Mizuho Asset Management Co.,Ltd.

123

Sep 30, 16

0.00%

Shinko Asset Management Co., Ltd.

Sep 30, 16

0.00%

ANALYTIC INVESTORS, LLC

Sep 30, 16

-4.63K

Visium Asset Management, LP

Sep 30, 16

-1.98K

Gerstein Fisher

Sep 30, 16

-3.10K

Visium Asset Management, LP

1.98K

Jun 30, 16

+1.98K

0.00%

SOCIETE GENERALE

1.22K

Jun 30, 16

+1.22K

0.00%

RUSSELL FRANK CO/

20.51K

Mar 31, 16

+9.31K

0.01%

VIRGINIA RETIREMENT SYSTEM

11.53K

Mar 31, 16

+11.53K

0.01%

Ada Investment Management, LP

1.16K

Dec 31, 15

+102

0.00%

Independence Capital Asset Partners, LLC

1.09K

Dec 31, 15

-12.03K

0.00%

Absolute Return Capital, LLC

980

Sep 30, 15

-2.06K

0.00%

Invictus RG Pte. Ltd.

126

Sep 30, 15

+126

0.00%

MANAGED ACCOUNT ADVISORS LLC

14.73K

Jun 30, 15

+2.51K

0.01%

ICC CAPITAL MANAGEMENT INC/

8.22K

Mar 31, 15

-215

0.00%

RAPTOR CAPITAL MANAGEMENT LP

5.00K

Dec 31, 14

0.00%

QS BATTERYMARCH FINANCIAL MANAGEMENT, INC

19.03K

Sep 30, 14

-8.55K

0.01%

Perennial Investment Partners LTD

10.39K

Sep 30, 14

+3.59K

0.01%

UBS AG

3.58K

Sep 30, 14

+3.42K

0.00%

Perimeter Capital Partners, LLC

Sep 30, 14

-6.92K

WILMINGTON TRUST CO

2.88K

Jun 30, 14

+2.88K

0.00%

Wilmington Trust, National Association

1.85K

Jun 30, 14

+1.85K

0.00%

Hatteras Alternative Mutual Funds, LLC

Jun 30, 14

-14.90K

SAC Capital Advisors LP

1.10K

Mar 31, 14

+1.10K

0.00%

ISZO CAPITAL LP

37.32K

Dec 31, 13

+37.32K

0.02%

NORTHERN TRUST CO OF CONNECTICUT

Dec 31, 13

-7.30K

KNIGHT CAPITAL GROUP LLC

4.48K

Jun 30, 13

+1.51K

0.00%

Irish Life Investment Managers Ltd.

392

Jun 30, 13

0.00%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

4.01K

Mar 31, 13

-136

0.00%

Manulife Investment Management (North America) Ltd

3.09K

Mar 31, 13

+83

0.00%

FEDERATED MDTA LLC

57.80K

Jun 30, 06

-18.35K

0.03%