UHAL(UHAL)
UHAL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| YACKTMAN ASSET MANAGEMENT LP | 325.37K | Mar 31, 26 | -1.91K | 0.17% |
| SCHARF INVESTMENTS, LLC | 322.00K | Mar 31, 26 | -109.25K | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 93.37K | Mar 31, 26 | +2.80K | 0.05% |
| Ethic Inc. | 40.38K | Mar 31, 26 | +40.38K | 0.02% |
| Nuveen, LLC | 22.48K | Mar 31, 26 | +123 | 0.01% |
| Diversified Investment Strategies, LLC | 8.04K | Mar 31, 26 | -- | 0.00% |
| Carnegie Lake Advisors LLC | 7.54K | Mar 31, 26 | -- | 0.00% |
| Intellectus Partners, LLC | 5.26K | Mar 31, 26 | +26 | 0.00% |
| Sequoia Financial Advisors, LLC | 4.92K | Mar 31, 26 | +4.92K | 0.00% |
| Police & Firemen's Retirement System of New Jersey | 3.61K | Mar 31, 26 | -- | 0.00% |
| Skylands Capital, LLC | 2.04K | Mar 31, 26 | -- | 0.00% |
| KLP KAPITALFORVALTNING AS | 1.70K | Mar 31, 26 | -- | 0.00% |
| Opal Wealth Advisors, LLC | 1.06K | Mar 31, 26 | +1.06K | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 728 | Mar 31, 26 | +3 | 0.00% |
| GAMMA Investing LLC | 581 | Mar 31, 26 | +342 | 0.00% |
| NBC SECURITIES, INC. | 458 | Mar 31, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 373 | Mar 31, 26 | +373 | 0.00% |
| SIGNATUREFD, LLC | 296 | Mar 31, 26 | +102 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 295 | Mar 31, 26 | -9 | 0.00% |
| Versant Capital Management, Inc | 275 | Mar 31, 26 | -621 | 0.00% |
| FINANCIAL CONSULATE, INC | 258 | Mar 31, 26 | -- | 0.00% |
| Mirae Asset Global Investments Co., Ltd. | 228 | Mar 31, 26 | +228 | 0.00% |
| STRS OHIO | 184 | Mar 31, 26 | -- | 0.00% |
| Sterling Capital Management LLC | 182 | Mar 31, 26 | -133 | 0.00% |
| True Wealth Design, LLC | 147 | Mar 31, 26 | +26 | 0.00% |
| CVA Family Office, LLC | 127 | Mar 31, 26 | +27 | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 120 | Mar 31, 26 | +120 | 0.00% |
| Farther Finance Advisors, LLC | 113 | Mar 31, 26 | +26 | 0.00% |
| Pinnacle Bancorp, Inc. | 112 | Mar 31, 26 | -- | 0.00% |
| Cedar Mountain Advisors, LLC | 104 | Mar 31, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 103 | Mar 31, 26 | +3 | 0.00% |
| CoreCap Advisors, LLC | 90 | Mar 31, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 76 | Mar 31, 26 | +58 | 0.00% |
| Spire Wealth Management | 62 | Mar 31, 26 | -428 | 0.00% |
| AdvisorNet Financial, Inc | 25 | Mar 31, 26 | -16 | 0.00% |
| Lodestone Wealth Management LLC | 23 | Mar 31, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 17 | Mar 31, 26 | -- | 0.00% |
| Fortitude Family Office, LLC | 13 | Mar 31, 26 | +13 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 13 | Mar 31, 26 | -13 | 0.00% |
| Westfuller Advisors, LLC | 7 | Mar 31, 26 | -- | 0.00% |
| DiNuzzo Private Wealth, Inc. | 6 | Mar 31, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 5 | Mar 31, 26 | -- | 0.00% |
| HFM Investment Advisors, LLC | 3 | Mar 31, 26 | +3 | 0.00% |
| Red Tortoise LLC | 3 | Mar 31, 26 | -- | 0.00% |
| Kennebec Savings Bank | 3 | Mar 31, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | Mar 31, 26 | -38 | 0.00% |
| IFP Advisors, Inc | 2 | Mar 31, 26 | -- | 0.00% |
| Activest Wealth Management | 2 | Mar 31, 26 | +2 | 0.00% |
| SBI Securities Co., Ltd. | 2 | Mar 31, 26 | -- | 0.00% |
| Private Wealth Management Group, LLC | 1 | Mar 31, 26 | -33 | 0.00% |
| Bay Harbor Wealth Management, LLC | 1 | Mar 31, 26 | -1 | 0.00% |
| Quent Capital, LLC | -- | Mar 31, 26 | -81 | -- |
| Sachetta, LLC | -- | Mar 31, 26 | -1 | -- |
| Inscription Capital, LLC | -- | Mar 31, 26 | -4.42K | -- |
| Legacy Capital Group California, Inc. | -- | Mar 31, 26 | -4.80K | -- |
| Optas, LLC | -- | Mar 31, 26 | -8.28K | -- |
| VANGUARD GROUP INC | 867.15K | Dec 31, 25 | +16.56K | 0.46% |
| Southpoint Capital Advisors LP | 600.00K | Dec 31, 25 | -- | 0.32% |
| NORGES BANK | 546.48K | Dec 31, 25 | +546.48K | 0.29% |
| BlackRock, Inc. | 507.27K | Dec 31, 25 | +60.18K | 0.27% |
| DIMENSIONAL FUND ADVISORS LP | 411.61K | Dec 31, 25 | +30.50K | 0.22% |
| Quantinno Capital Management LP | 291.70K | Dec 31, 25 | +178.63K | 0.15% |
| ArrowMark Colorado Holdings LLC | 217.80K | Dec 31, 25 | +60.00K | 0.11% |
| D. E. Shaw & Co., Inc. | 193.72K | Dec 31, 25 | +90.58K | 0.10% |
| MORGAN STANLEY | 191.48K | Dec 31, 25 | +42.62K | 0.10% |
| TWO SIGMA ADVISERS, LP | 174.40K | Dec 31, 25 | -15.30K | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 170.77K | Dec 31, 25 | -3.35K | 0.09% |
| Old West Investment Management, LLC | 153.35K | Dec 31, 25 | +564 | 0.08% |
| STATE STREET CORP | 140.56K | Dec 31, 25 | +34.72K | 0.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 127.95K | Dec 31, 25 | -6.91K | 0.07% |
| Orvieto Partners, L.P. | 127.00K | Dec 31, 25 | +119.00K | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 90.57K | Dec 31, 25 | -30.20K | 0.05% |
| HRT FINANCIAL LP | 76.17K | Dec 31, 25 | -14.89K | 0.04% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 75.72K | Dec 31, 25 | +39.83K | 0.04% |
| Bruce & Co., Inc. | 73.90K | Dec 31, 25 | -- | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 72.72K | Dec 31, 25 | -8.91K | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68.44K | Dec 31, 25 | +52.91K | 0.04% |
| NORTHERN TRUST CORP | 67.56K | Dec 31, 25 | +34.14K | 0.04% |
| Trexquant Investment LP | 60.54K | Dec 31, 25 | +41.60K | 0.03% |
| GOLDMAN SACHS GROUP INC | 59.79K | Dec 31, 25 | +30.00K | 0.03% |
| Schonfeld Strategic Advisors LLC | 59.15K | Dec 31, 25 | +51.33K | 0.03% |
| TUDOR INVESTMENT CORP ET AL | 56.61K | Dec 31, 25 | -38.79K | 0.03% |
| UBS Group AG | 51.54K | Dec 31, 25 | +18.46K | 0.03% |
| BANK OF AMERICA CORP /DE/ | 38.93K | Dec 31, 25 | -6.28K | 0.02% |
| BARCLAYS PLC | 37.77K | Dec 31, 25 | +24.91K | 0.02% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 36.40K | Dec 31, 25 | -- | 0.02% |
| ROYAL BANK OF CANADA | 36.15K | Dec 31, 25 | -545 | 0.02% |
| Tensile Capital Management LP | 35.00K | Dec 31, 25 | +35.00K | 0.02% |
| Virtu Financial LLC | 34.16K | Dec 31, 25 | +19.16K | 0.02% |
| Gotham Asset Management, LLC | 33.94K | Dec 31, 25 | +5.71K | 0.02% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 33.02K | Dec 31, 25 | +3.44K | 0.02% |
| CITIGROUP INC | 29.39K | Dec 31, 25 | -2.56K | 0.02% |
| XTX Topco Ltd | 28.08K | Dec 31, 25 | +28.08K | 0.01% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 27.00K | Dec 31, 25 | +20.88K | 0.01% |
| VOYA INVESTMENT MANAGEMENT LLC | 25.70K | Dec 31, 25 | -21.11K | 0.01% |
| Verition Fund Management LLC | 24.42K | Dec 31, 25 | +2.46K | 0.01% |
| IEQ CAPITAL, LLC | 22.11K | Dec 31, 25 | +22.11K | 0.01% |
| Engineers Gate Manager LP | 21.45K | Dec 31, 25 | +15.96K | 0.01% |
| Creative Planning | 21.23K | Dec 31, 25 | +7.67K | 0.01% |
| Bank of New York Mellon Corp | 19.87K | Dec 31, 25 | +1.38K | 0.01% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 19.15K | Dec 31, 25 | -- | 0.01% |
| Summit Trail Advisors, LLC | 18.23K | Dec 31, 25 | -1.40K | 0.01% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16.90K | Dec 31, 25 | -- | 0.01% |
| Swiss National Bank | 15.50K | Dec 31, 25 | +15.50K | 0.01% |
| MCDONALD PARTNERS LLC | 14.32K | Dec 31, 25 | -200 | 0.01% |
| ExodusPoint Capital Management, LP | 12.88K | Dec 31, 25 | +12.88K | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 12.77K | Dec 31, 25 | +5.64K | 0.01% |
| Kerrisdale Advisers, LLC | 12.71K | Dec 31, 25 | -- | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12.54K | Dec 31, 25 | +11.98K | 0.01% |
| MILLENNIUM MANAGEMENT LLC | 11.97K | Dec 31, 25 | -210.68K | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11.37K | Dec 31, 25 | -- | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 11.35K | Dec 31, 25 | +208 | 0.01% |
| FMR LLC | 11.26K | Dec 31, 25 | +7.78K | 0.01% |
| Squarepoint Ops LLC | 11.26K | Dec 31, 25 | +5.16K | 0.01% |
| CITADEL ADVISORS LLC | 10.93K | Dec 31, 25 | -90.87K | 0.01% |
| AMERIPRISE FINANCIAL INC | 10.63K | Dec 31, 25 | +317 | 0.01% |
| Farringdon Capital, Ltd. | 10.57K | Dec 31, 25 | +10.57K | 0.01% |
| JPMORGAN CHASE & CO | 10.46K | Dec 31, 25 | +831 | 0.01% |
| LPL Financial LLC | 10.44K | Dec 31, 25 | -3.21K | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 10.18K | Dec 31, 25 | -1.84K | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 9.30K | Dec 31, 25 | +9.30K | 0.00% |
| DEUTSCHE BANK AG\ | 8.58K | Dec 31, 25 | +163 | 0.00% |
| Caprock Group, LLC | 8.29K | Dec 31, 25 | +8.29K | 0.00% |
| Cynosure Group, LLC | 8.14K | Dec 31, 25 | +8.14K | 0.00% |
| GABELLI FUNDS LLC | 8.00K | Dec 31, 25 | -26.17K | 0.00% |
| Shay Capital LLC | 8.00K | Dec 31, 25 | +3.50K | 0.00% |
| MGO ONE SEVEN LLC | 7.76K | Dec 31, 25 | -600 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 7.65K | Dec 31, 25 | +7.49K | 0.00% |
| Versor Investments LP | 7.58K | Dec 31, 25 | +7.58K | 0.00% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 7.58K | Dec 31, 25 | -255 | 0.00% |
| RHUMBLINE ADVISERS | 7.45K | Dec 31, 25 | -202 | 0.00% |
| GAMCO INVESTORS, INC. ET AL | 7.04K | Dec 31, 25 | -770 | 0.00% |
| Clearbridge Investments, LLC | 6.70K | Dec 31, 25 | +1.50K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.67K | Dec 31, 25 | -2.35K | 0.00% |
| Quest Partners LLC | 6.37K | Dec 31, 25 | -6.60K | 0.00% |
| Invesco Ltd. | 6.31K | Dec 31, 25 | +25 | 0.00% |
| WELLS FARGO & COMPANY/MN | 6.07K | Dec 31, 25 | -11.97K | 0.00% |
| HighTower Advisors, LLC | 6.01K | Dec 31, 25 | +228 | 0.00% |
| Oppenheimer & Close, LLC | 5.99K | Dec 31, 25 | -- | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.79K | Dec 31, 25 | -1.49K | 0.00% |
| AE Wealth Management LLC | 5.29K | Dec 31, 25 | +5.25K | 0.00% |
| INGALLS & SNYDER LLC | 5.09K | Dec 31, 25 | -315 | 0.00% |
| Legal & General Group Plc | 5.06K | Dec 31, 25 | +3.37K | 0.00% |
| Colony Group, LLC | 4.92K | Dec 31, 25 | +4.92K | 0.00% |
| Net Worth Advisory Group | 4.92K | Dec 31, 25 | -186 | 0.00% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 4.90K | Dec 31, 25 | +4.90K | 0.00% |
| Legacy Capital Group California, Inc. | 4.80K | Dec 31, 25 | +204 | 0.00% |
| JANUS HENDERSON GROUP PLC | 4.40K | Dec 31, 25 | +4.40K | 0.00% |
| SEI INVESTMENTS CO | 4.33K | Dec 31, 25 | +4.33K | 0.00% |
| Mraz, Amerine & Associates, Inc. | 4.16K | Dec 31, 25 | -6 | 0.00% |
| CI Private Wealth, LLC | 4.03K | Dec 31, 25 | +4.03K | 0.00% |
| Russell Investments Group, Ltd. | 3.60K | Dec 31, 25 | +253 | 0.00% |
| RK Asset Management, LLC | 2.85K | Dec 31, 25 | +1 | 0.00% |
| State of Wyoming | 2.49K | Dec 31, 25 | -529 | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2.31K | Dec 31, 25 | -87 | 0.00% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 1.93K | Dec 31, 25 | +1.93K | 0.00% |
| Tower Research Capital LLC (TRC) | 1.68K | Dec 31, 25 | +772 | 0.00% |
| COMERICA BANK | 1.26K | Dec 31, 25 | -99 | 0.00% |
| Colonial Trust Co / SC | 1.04K | Dec 31, 25 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 974 | Dec 31, 25 | +240 | 0.00% |
| US BANCORP \DE\ | 958 | Dec 31, 25 | +19 | 0.00% |
| Allworth Financial LP | 932 | Dec 31, 25 | -56 | 0.00% |
| EverSource Wealth Advisors, LLC | 882 | Dec 31, 25 | +251 | 0.00% |
| Parallel Advisors, LLC | 864 | Dec 31, 25 | +100 | 0.00% |
| Federation des caisses Desjardins du Quebec | 704 | Dec 31, 25 | +99 | 0.00% |
| SRS Capital Advisors, Inc. | 659 | Dec 31, 25 | -9.37K | 0.00% |
| SIMPLEX TRADING, LLC | 623 | Dec 31, 25 | -13.40K | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 568 | Dec 31, 25 | +112 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 528 | Dec 31, 25 | +3 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 513 | Dec 31, 25 | -93 | 0.00% |
| AMALGAMATED BANK | 471 | Dec 31, 25 | +9 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 436 | Dec 31, 25 | -25.67K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 425 | Dec 31, 25 | -- | 0.00% |
| CWM, LLC | 283 | Dec 31, 25 | +122 | 0.00% |
| MetLife Investment Management, LLC | 266 | Dec 31, 25 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 214 | Dec 31, 25 | -178 | 0.00% |
| Covestor Ltd | 121 | Dec 31, 25 | +5 | 0.00% |
| CIBC Private Wealth Group, LLC | 106 | Dec 31, 25 | -11 | 0.00% |
| Camelot Portfolios, LLC | 100 | Dec 31, 25 | +100 | 0.00% |
| Financial Perspectives, Inc | 95 | Dec 31, 25 | -- | 0.00% |
| REDMONT WEALTH ADVISORS LLC | 81 | Dec 31, 25 | -5.77K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44 | Dec 31, 25 | -947 | 0.00% |
| Smartleaf Asset Management LLC | 43 | Dec 31, 25 | -7 | 0.00% |
| Private Wealth Asset Management, LLC | 36 | Dec 31, 25 | -- | 0.00% |
| Larson Financial Group LLC | 33 | Dec 31, 25 | -21 | 0.00% |
| UMB Bank, n.a. | 30 | Dec 31, 25 | -- | 0.00% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 29 | Dec 31, 25 | +29 | 0.00% |
| Crewe Advisors LLC | 25 | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | 19 | Dec 31, 25 | +19 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 19 | Dec 31, 25 | +19 | 0.00% |
| Rockefeller Capital Management L.P. | 17 | Dec 31, 25 | -628 | 0.00% |
| Parkside Financial Bank & Trust | 15 | Dec 31, 25 | -4 | 0.00% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 15 | Dec 31, 25 | -1.13K | 0.00% |
| ORG Partners LLC | 15 | Dec 31, 25 | +15 | 0.00% |
| Transamerica Financial Advisors, Inc. | 14 | Dec 31, 25 | +12 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 11 | Dec 31, 25 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 10 | Dec 31, 25 | +10 | 0.00% |
| Cornerstone Planning Group LLC | 9 | Dec 31, 25 | -285 | 0.00% |
| ASSETMARK, INC | 8 | Dec 31, 25 | -18 | 0.00% |
| Prestige Wealth Management Group LLC | 8 | Dec 31, 25 | -- | 0.00% |
| Strengthening Families & Communities, LLC | 6 | Dec 31, 25 | +6 | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 5 | Dec 31, 25 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 3 | Dec 31, 25 | -12 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | -- | Dec 31, 25 | -8.59K | -- |
| FourThought Financial Partners, LLC | -- | Dec 31, 25 | -3.97K | -- |
| Parkwood LLC | -- | Dec 31, 25 | -135.87K | -- |
| LANDMARK INVESTMENT PARTNERS, L.P. | -- | Dec 31, 25 | -114.39K | -- |
| Capital Analysts, LLC | -- | Dec 31, 25 | -492 | -- |
| DIMENSION CAPITAL MANAGEMENT LLC | -- | Dec 31, 25 | -35.02K | -- |
| Brandywine Global Investment Management, LLC | -- | Dec 31, 25 | -9.03K | -- |
| CI INVESTMENTS INC. | -- | Dec 31, 25 | -14 | -- |
| Ameritas Advisory Services, LLC | -- | Dec 31, 25 | -500 | -- |
| Atria Investments, Inc | -- | Dec 31, 25 | -6.67K | -- |
| Financial Gravity Asset Management, Inc. | -- | Dec 31, 25 | -2 | -- |
| Man Group plc | -- | Dec 31, 25 | -5.24K | -- |
| Quadcap Wealth Management, LLC | -- | Dec 31, 25 | -3.92K | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Dec 31, 25 | -5.12K | -- |
| Brevan Howard Capital Management LP | -- | Dec 31, 25 | -3.82K | -- |
| FRANKLIN RESOURCES INC | -- | Dec 31, 25 | -182.76K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -2 | -- |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | -- | Dec 31, 25 | -29.24K | -- |
| Estuary Capital Management LP | -- | Dec 31, 25 | -214.20K | -- |
| AXQ CAPITAL, LP | -- | Dec 31, 25 | -4.21K | -- |
| JANE STREET GROUP, LLC | -- | Dec 31, 25 | -16.45K | -- |
| Point72 Asset Management, L.P. | -- | Dec 31, 25 | -46.22K | -- |
| Rialto Wealth Management, LLC | -- | Dec 31, 25 | -1 | -- |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 5.98K | Sep 30, 25 | -65 | 0.00% |
| 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% |
| Cubist Systematic Strategies, LLC | -- | Sep 30, 25 | -6.25K | -- |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -54 | -- |
| 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 | 0.22% |
| 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 | -- |
| BerganKDV Wealth Management, LLC | -- | Jun 30, 23 | -3 | -- |
| Lumature Wealth Partners, LLC | -- | Jun 30, 23 | -100 | -- |
| ETF MANAGERS GROUP, LLC | 1.21K | Mar 31, 23 | +1.21K | 0.00% |
| SEEYOND | -- | Dec 31, 22 | -2.40K | -- |
| ZEKE CAPITAL ADVISORS, LLC | -- | Dec 31, 22 | -1.31K | -- |
| 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% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -96 | -- |
| GENESEE VALLEY TRUST CO | -- | Mar 31, 18 | -569 | -- |
| 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 | -- |
| Gerstein Fisher | -- | Sep 30, 16 | -3.10K | -- |
| Visium Asset Management, LP | -- | Sep 30, 16 | -1.98K | -- |
| 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% |