UHT(UHT)
UHT
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 1.49M | Jun 30, 26 | -768.36K | 10.75% |
| VANGUARD CAPITAL MANAGEMENT LLC | 560.95K | Jun 30, 26 | -34.30K | 4.04% |
| STATE STREET CORP | 377.50K | Jun 30, 26 | -181.76K | 2.72% |
| GEODE CAPITAL MANAGEMENT, LLC | 375.67K | Jun 30, 26 | +22.57K | 2.71% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 353.54K | Jun 30, 26 | +13.41K | 2.55% |
| JANE STREET GROUP, LLC | 267.49K | Jun 30, 26 | +254.57K | 1.93% |
| TWO SIGMA INVESTMENTS, LP | 229.24K | Jun 30, 26 | +100.61K | 1.65% |
| Qube Research & Technologies Ltd | 206.73K | Jun 30, 26 | +75.96K | 1.49% |
| CITADEL ADVISORS LLC | 200.67K | Jun 30, 26 | +127.28K | 1.45% |
| RENAISSANCE TECHNOLOGIES LLC | 196.51K | Jun 30, 26 | -23.60K | 1.42% |
| DIMENSIONAL FUND ADVISORS LP | 187.83K | Jun 30, 26 | -2.76K | 1.35% |
| Bank of New York Mellon Corp | 171.06K | Jun 30, 26 | -35.87K | 1.23% |
| Nuveen, LLC | 169.85K | Jun 30, 26 | +144.17K | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 152.91K | Jun 30, 26 | +2.69K | 1.10% |
| Sixth Street Partners Management Company, L.P. | 152.91K | Jun 30, 26 | +152.91K | 1.10% |
| AQR CAPITAL MANAGEMENT LLC | 145.26K | Jun 30, 26 | -1.35K | 1.05% |
| HRT FINANCIAL LP | 132.13K | Jun 30, 26 | +120.73K | 0.95% |
| MILLENNIUM MANAGEMENT LLC | 125.08K | Jun 30, 26 | +83.30K | 0.90% |
| D. E. Shaw & Co., Inc. | 116.83K | Jun 30, 26 | +110.86K | 0.84% |
| NORTHERN TRUST CORP | 115.84K | Jun 30, 26 | -1.74K | 0.83% |
| MORGAN STANLEY | 112.92K | Jun 30, 26 | -50.41K | 0.81% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108.94K | Jun 30, 26 | +103.74K | 0.79% |
| STIFEL FINANCIAL CORP | 94.93K | Jun 30, 26 | +1.30K | 0.68% |
| VANGUARD FIDUCIARY TRUST CO | 91.25K | Jun 30, 26 | +540 | 0.66% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 73.95K | Jun 30, 26 | +5.20K | 0.53% |
| GOLDMAN SACHS GROUP INC | 72.23K | Jun 30, 26 | +3.69K | 0.52% |
| Atom Investors LP | 67.30K | Jun 30, 26 | +57.40K | 0.49% |
| PANAGORA ASSET MANAGEMENT INC | 66.50K | Jun 30, 26 | -8.97K | 0.48% |
| UBS Group AG | 61.11K | Jun 30, 26 | +3.84K | 0.44% |
| TUDOR INVESTMENT CORP ET AL | 60.85K | Jun 30, 26 | +60.85K | 0.44% |
| BANK OF AMERICA CORP /DE/ | 55.05K | Jun 30, 26 | +14.21K | 0.40% |
| LPL Financial LLC | 53.24K | Jun 30, 26 | +2.78K | 0.38% |
| Point72 Asset Management, L.P. | 52.97K | Jun 30, 26 | +44.12K | 0.38% |
| EXCHANGE TRADED CONCEPTS, LLC | 52.07K | Jun 30, 26 | +688 | 0.38% |
| Jain Global LLC | 49.43K | Jun 30, 26 | +49.43K | 0.36% |
| Quantinno Capital Management LP | 41.05K | Jun 30, 26 | +12.60K | 0.30% |
| JPMORGAN CHASE & CO | 34.09K | Jun 30, 26 | +4.92K | 0.25% |
| WealthTrust Axiom LLC | 32.80K | Jun 30, 26 | -1.94K | 0.24% |
| MARTINGALE ASSET MANAGEMENT L P | 32.62K | Jun 30, 26 | +6.70K | 0.24% |
| IEQ CAPITAL, LLC | 31.45K | Jun 30, 26 | -1.05K | 0.23% |
| FMR LLC | 29.66K | Jun 30, 26 | +2.76K | 0.21% |
| Penserra Capital Management LLC | 29.09K | Jun 30, 26 | +77 | 0.21% |
| Y-Intercept (Hong Kong) Ltd | 28.63K | Jun 30, 26 | +28.63K | 0.21% |
| ALGERT GLOBAL LLC | 25.14K | Jun 30, 26 | +2.54K | 0.18% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 24.20K | Jun 30, 26 | +6.62K | 0.17% |
| ALTFEST L J & CO INC | 22.45K | Jun 30, 26 | -- | 0.16% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 22.34K | Jun 30, 26 | -- | 0.16% |
| MACQUARIE GROUP LTD | 22.34K | Jun 30, 26 | -- | 0.16% |
| WELLS FARGO & COMPANY/MN | 21.74K | Jun 30, 26 | +9.23K | 0.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 21.32K | Jun 30, 26 | +1.89K | 0.15% |
| Squarepoint Ops LLC | 20.66K | Jun 30, 26 | +14.98K | 0.15% |
| Invesco Ltd. | 20.59K | Jun 30, 26 | -108.46K | 0.15% |
| NOMURA ASSET MANAGEMENT CO LTD | 20.55K | Jun 30, 26 | +1.83K | 0.15% |
| Horizon Investments, LLC | 19.04K | Jun 30, 26 | +2.02K | 0.14% |
| RHUMBLINE ADVISERS | 18.00K | Jun 30, 26 | -12.43K | 0.13% |
| Quantbot Technologies LP | 17.92K | Jun 30, 26 | +17.92K | 0.13% |
| PRINCIPAL FINANCIAL GROUP INC | 17.56K | Jun 30, 26 | -60.10K | 0.13% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 17.30K | Jun 30, 26 | +2.90K | 0.12% |
| Wilkinson Global Asset Management LLC | 17.00K | Jun 30, 26 | -- | 0.12% |
| Asset Management One Co., Ltd. | 16.99K | Jun 30, 26 | -428 | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 16.16K | Jun 30, 26 | -9.62K | 0.12% |
| Total Wealth Planning & Management, Inc. | 16.03K | Jun 30, 26 | +36 | 0.12% |
| Independent Wealth Network Inc. | 16.03K | Jun 30, 26 | +948 | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 15.61K | Jun 30, 26 | +3.70K | 0.11% |
| CITIGROUP INC | 14.12K | Jun 30, 26 | +1.61K | 0.10% |
| Quadrature Capital Ltd | 14.10K | Jun 30, 26 | +7.26K | 0.10% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 13.60K | Jun 30, 26 | +13.60K | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 13.45K | Jun 30, 26 | -369 | 0.10% |
| BARCLAYS PLC | 13.20K | Jun 30, 26 | -367 | 0.10% |
| DEUTSCHE BANK AG\ | 13.12K | Jun 30, 26 | +2.56K | 0.09% |
| Sumitomo Mitsui Trust Group, Inc. | 12.82K | Jun 30, 26 | -- | 0.09% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10.74K | Jun 30, 26 | -- | 0.08% |
| LSV ASSET MANAGEMENT | 10.60K | Jun 30, 26 | +3.60K | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 10.31K | Jun 30, 26 | +909 | 0.07% |
| ExodusPoint Capital Management, LP | 10.29K | Jun 30, 26 | +10.29K | 0.07% |
| Crestwood Advisors Group LLC | 10.18K | Jun 30, 26 | +48 | 0.07% |
| Spears Abacus Advisors LLC | 9.98K | Jun 30, 26 | -- | 0.07% |
| Truvestments Capital LLC | 9.42K | Jun 30, 26 | -- | 0.07% |
| FJ Capital Management LLC | 9.41K | Jun 30, 26 | -- | 0.07% |
| Fifth Third Wealth Advisors LLC | 9.27K | Jun 30, 26 | +9.27K | 0.07% |
| Creative Planning | 9.25K | Jun 30, 26 | -557 | 0.07% |
| GUGGENHEIM CAPITAL LLC | 8.86K | Jun 30, 26 | +1.01K | 0.06% |
| State of Alaska, Department of Revenue | 8.81K | Jun 30, 26 | -6.39K | 0.06% |
| HighTower Advisors, LLC | 8.37K | Jun 30, 26 | -1.94K | 0.06% |
| Mariner, LLC | 8.15K | Jun 30, 26 | -936 | 0.06% |
| HSBC HOLDINGS PLC | 8.03K | Jun 30, 26 | +8.03K | 0.06% |
| XTX Topco Ltd | 8.02K | Jun 30, 26 | +8.02K | 0.06% |
| MetLife Investment Management, LLC | 7.93K | Jun 30, 26 | +408 | 0.06% |
| BNP PARIBAS ARBITRAGE, SNC | 7.75K | Jun 30, 26 | +4.84K | 0.06% |
| FRANKLIN RESOURCES INC | 7.67K | Jun 30, 26 | +7.67K | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.26K | Jun 30, 26 | +554 | 0.05% |
| Catalyst Funds Management Pty Ltd | 7.20K | Jun 30, 26 | +7.20K | 0.05% |
| Susquehanna Portfolio Strategies, LLC | 6.88K | Jun 30, 26 | -2.38K | 0.05% |
| TCG Advisory Services, LLC | 6.76K | Jun 30, 26 | +6.76K | 0.05% |
| MARSHALL WACE, LLP | 6.63K | Jun 30, 26 | +6.63K | 0.05% |
| ALPS ADVISORS INC | 6.27K | Jun 30, 26 | -18.14K | 0.05% |
| Symmetry Partners, LLC | 5.95K | Jun 30, 26 | +5.95K | 0.04% |
| Louisiana State Employees Retirement System | 5.70K | Jun 30, 26 | -- | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 5.61K | Jun 30, 26 | -- | 0.04% |
| CAPTRUST FINANCIAL ADVISORS | 5.60K | Jun 30, 26 | +5.60K | 0.04% |
| Resona Asset Management Co.,Ltd. | 5.52K | Jun 30, 26 | -- | 0.04% |
| Joel Isaacson & Co., LLC | 5.13K | Jun 30, 26 | -- | 0.04% |
| ROTHSCHILD INVESTMENT LLC | 5.06K | Jun 30, 26 | -17 | 0.04% |
| Russell Investments Group, Ltd. | 5.05K | Jun 30, 26 | +2.83K | 0.04% |
| Jump Financial, LLC | 4.96K | Jun 30, 26 | +4.96K | 0.04% |
| AMERIPRISE FINANCIAL INC | 4.95K | Jun 30, 26 | -18.79K | 0.04% |
| Daiwa Securities Group Inc. | 4.91K | Jun 30, 26 | -75 | 0.04% |
| Vanguard Global Advisers, LLC | 4.89K | Jun 30, 26 | -- | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.08K | Jun 30, 26 | -1.51K | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 4.00K | Jun 30, 26 | +291 | 0.03% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3.80K | Jun 30, 26 | -- | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 3.78K | Jun 30, 26 | -- | 0.03% |
| State of Tennessee, Treasury Department | 2.92K | Jun 30, 26 | -2.14K | 0.02% |
| Vinva Investment Management Ltd | 2.91K | Jun 30, 26 | -44.06K | 0.02% |
| STRS OHIO | 2.60K | Jun 30, 26 | +400 | 0.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.48K | Jun 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 2.37K | Jun 30, 26 | +1.12K | 0.02% |
| ROYAL BANK OF CANADA | 2.33K | Jun 30, 26 | -273 | 0.02% |
| SRS Capital Advisors, Inc. | 2.11K | Jun 30, 26 | +1.87K | 0.02% |
| Coastline Trust Co | 2.00K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 1.96K | Jun 30, 26 | +1.96K | 0.01% |
| Parallel Advisors, LLC | 1.81K | Jun 30, 26 | +1.20K | 0.01% |
| SIGNATUREFD, LLC | 1.70K | Jun 30, 26 | -99 | 0.01% |
| GAMMA Investing LLC | 1.60K | Jun 30, 26 | -966 | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 1.59K | Jun 30, 26 | -48 | 0.01% |
| Legal & General Group Plc | 1.29K | Jun 30, 26 | -19.48K | 0.01% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1.23K | Jun 30, 26 | -10.29K | 0.01% |
| EverSource Wealth Advisors, LLC | 1.23K | Jun 30, 26 | +920 | 0.01% |
| Ameritas Investment Partners, Inc. | 1.08K | Jun 30, 26 | -- | 0.01% |
| NISA INVESTMENT ADVISORS, LLC | 1.01K | Jun 30, 26 | -4.84K | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 1.00K | Jun 30, 26 | +15 | 0.01% |
| TRUST CO OF VERMONT | 932 | Jun 30, 26 | +932 | 0.01% |
| BESSEMER GROUP INC | 759 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 642 | Jun 30, 26 | +4 | 0.00% |
| US BANCORP \DE\ | 626 | Jun 30, 26 | +155 | 0.00% |
| Larson Financial Group LLC | 550 | Jun 30, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 500 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 491 | Jun 30, 26 | -1.05K | 0.00% |
| Institute for Wealth Management, LLC. | 489 | Jun 30, 26 | +489 | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 307 | Jun 30, 26 | -- | 0.00% |
| Altshuler Shaham Ltd | 224 | Jun 30, 26 | +224 | 0.00% |
| Salomon & Ludwin, LLC | 213 | Jun 30, 26 | -- | 0.00% |
| Gould Capital, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 167 | Jun 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 154 | Jun 30, 26 | -20 | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 151 | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 140 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| JPL Wealth Management, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 99 | Jun 30, 26 | -12 | 0.00% |
| Quarry LP | 88 | Jun 30, 26 | +88 | 0.00% |
| FIFTH THIRD BANCORP | 86 | Jun 30, 26 | -105 | 0.00% |
| Gen-Wealth Partners Inc | 80 | Jun 30, 26 | -- | 0.00% |
| Sterling Capital Management LLC | 73 | Jun 30, 26 | -57 | 0.00% |
| Smartleaf Asset Management LLC | 73 | Jun 30, 26 | -- | 0.00% |
| Westend Capital Management, LLC | 73 | Jun 30, 26 | +73 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 72 | Jun 30, 26 | +2 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 71 | Jun 30, 26 | -320 | 0.00% |
| True Wealth Design, LLC | 51 | Jun 30, 26 | -8 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 49 | Jun 30, 26 | -142 | 0.00% |
| High Note Wealth, LLC | 43 | Jun 30, 26 | +43 | 0.00% |
| Holos Integrated Wealth LLC | 33 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 30 | Jun 30, 26 | +30 | 0.00% |
| Optiver Holding B.V. | 30 | Jun 30, 26 | -48 | 0.00% |
| Cornerstone Planning Group LLC | 30 | Jun 30, 26 | -- | 0.00% |
| Cedar Mountain Advisors, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 16 | Jun 30, 26 | -297 | 0.00% |
| Clearstead Advisors, LLC | 12 | Jun 30, 26 | +12 | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 9 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 9 | Jun 30, 26 | +1 | 0.00% |
| Steward Partners Investment Advisory, LLC | 6 | Jun 30, 26 | +1 | 0.00% |
| Davis Capital Management | 1 | Jun 30, 26 | +1 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 1 | Jun 30, 26 | +1 | 0.00% |
| Caitong International Asset Management Co., Ltd | 1 | Jun 30, 26 | +1 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -737 | -- |
| NewEdge Advisors, LLC | -- | Jun 30, 26 | -121 | -- |
| Cambria Investment Management, L.P. | -- | Jun 30, 26 | -15.89K | -- |
| Cerity Partners LLC | -- | Jun 30, 26 | -4.99K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -17 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -58 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -306 | -- |
| POM Investment Strategies, LLC | -- | Jun 30, 26 | -151 | -- |
| PRUDENTIAL FINANCIAL INC | -- | Jun 30, 26 | -13.31K | -- |
| GSA CAPITAL PARTNERS LLP | -- | Jun 30, 26 | -6.61K | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | -- | Jun 30, 26 | -9.25K | -- |
| UMB Bank, n.a. | -- | Jun 30, 26 | -97 | -- |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | -- | Jun 30, 26 | -59.68K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -24 | -- |
| VICTORY CAPITAL MANAGEMENT INC | -- | Jun 30, 26 | -5.35K | -- |
| ProShare Advisors LLC | -- | Jun 30, 26 | -147.09K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -630 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -912 | -- |
| Illinois Municipal Retirement Fund | -- | Jun 30, 26 | -6.76K | -- |
| ACADIAN ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -14.71K | -- |
| Engineers Gate Manager LP | -- | Jun 30, 26 | -5.17K | -- |
| MACKENZIE FINANCIAL CORP | -- | Jun 30, 26 | -19.35K | -- |
| Physician Wealth Advisors, Inc. | -- | Jun 30, 26 | -33 | -- |
| SG Americas Securities, LLC | -- | Jun 30, 26 | -2.47K | -- |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | -- | Jun 30, 26 | -3.17K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -10.24K | -- |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | -- | Jun 30, 26 | -2.94K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -1 | -- |
| TWO SIGMA INVESTMENTS, LP | 128.63K | Mar 31, 26 | +89.34K | 0.93% |
| BANK OF AMERICA CORP /DE/ | 40.84K | Mar 31, 26 | +2.40K | 0.29% |
| AMERIPRISE FINANCIAL INC | 23.74K | Mar 31, 26 | -1.38K | 0.17% |
| MACQUARIE GROUP LTD | 22.34K | Mar 31, 26 | -- | 0.16% |
| Legal & General Group Plc | 20.77K | Mar 31, 26 | -612 | 0.15% |
| Skopos Labs, Inc. | 19.55K | Mar 31, 26 | +19.55K | 0.14% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 19.43K | Mar 31, 26 | -1.19K | 0.14% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14.71K | Mar 31, 26 | -2.84K | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 11.91K | Mar 31, 26 | -1.80K | 0.09% |
| QUADRANT CAPITAL GROUP LLC | 10.24K | Mar 31, 26 | +61 | 0.07% |
| THRIVENT FINANCIAL FOR LUTHERANS | 9.25K | Mar 31, 26 | +482 | 0.07% |
| CWM, LLC | 8.78K | Mar 31, 26 | +585 | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.20K | Mar 31, 26 | -1.80K | 0.04% |
| State of Tennessee, Treasury Department | 5.05K | Mar 31, 26 | -- | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 985 | Mar 31, 26 | -7 | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 698 | Mar 31, 26 | -97 | 0.01% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 24 | Mar 31, 26 | +24 | 0.00% |
| Sunbelt Securities, Inc. | 2 | Mar 31, 26 | -1 | 0.00% |
| MOORE CAPITAL MANAGEMENT, LP | -- | Mar 31, 26 | -50.94K | -- |
| VANGUARD GROUP INC | 1.61M | Dec 31, 25 | -10.45K | 11.60% |
| TWO SIGMA ADVISERS, LP | 15.20K | Dec 31, 25 | +15.20K | 0.11% |
| Quest Partners LLC | 5.45K | Dec 31, 25 | -77 | 0.04% |
| CIBC Private Wealth Group, LLC | 3 | Dec 31, 25 | +3 | 0.00% |
| Point72 Asia (Singapore) Pte. Ltd. | -- | Sep 30, 25 | -979 | -- |
| Lindbrook Capital, LLC | 616 | Mar 31, 25 | -37 | 0.00% |
| Sandy Spring Bank | -- | Mar 31, 25 | -242 | -- |
| Nuveen Asset Management, LLC | 31.44K | Dec 31, 24 | -12.54K | 0.23% |
| Raymond James Financial Services Advisors, Inc. | 11.64K | Sep 30, 24 | +1.40K | 0.08% |
| M&R CAPITAL MANAGEMENT INC | 1.39K | Sep 30, 24 | -168 | 0.01% |
| BlackRock Inc. | 2.11M | Jun 30, 24 | +10.55K | 15.22% |
| CREDIT SUISSE AG/ | 21.89K | Mar 31, 24 | -4.30K | 0.16% |
| Highlander Capital Management, LLC | 500 | Mar 31, 24 | -- | 0.00% |
| Cannell & Co. | 22.98K | Dec 31, 23 | -3.30K | 0.17% |
| GOODWIN DANIEL L | 11.41K | Sep 30, 23 | -- | 0.08% |
| ROTHSCHILD INVESTMENT CORP /IL | 9.45K | Sep 30, 23 | -- | 0.07% |
| Tekla Capital Management LLC | 11.26K | Jun 30, 23 | -- | 0.08% |
| Endurance Wealth Management, Inc. | 6.66K | Jun 30, 23 | -- | 0.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 100 | Jun 30, 23 | -- | 0.00% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -190 | -- |
| PICTET ASSET MANAGEMENT SA | -- | Jun 30, 23 | -4.33K | -- |
| BOENNING & SCATTERGOOD, INC. | 3.95K | Dec 31, 22 | +3.95K | 0.03% |
| Hightower 6M Holding, LLC | 7.29K | Sep 30, 22 | +7.29K | 0.05% |
| WIPFLI FINANCIAL ADVISORS LLC, | 134 | Sep 30, 22 | +134 | 0.00% |
| Fieldpoint Private Securities, LLC | 26 | Jun 30, 22 | -128 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 91.83K | Mar 31, 22 | +8.68K | 0.66% |
| Amalgamated Financial Corp. | 6.21K | Mar 31, 22 | +6.21K | 0.04% |
| NEXT Financial Group, Inc | 272 | Dec 31, 21 | +272 | 0.00% |
| EII CAPITAL MANAGEMENT, INC. | -- | Dec 31, 21 | -1.24K | -- |
| Marshall Wace North America L.P. | 5.28K | Sep 30, 21 | +5.28K | 0.04% |
| Sonora Investment Management, LLC | 395 | Sep 30, 21 | -- | 0.00% |
| Berman Capital Advisors, LLC | 42 | Sep 30, 21 | +42 | 0.00% |
| PICTET ASSET MANAGEMENT LTD | 4.84K | Jun 30, 21 | +4.84K | 0.03% |
| FIRST HORIZON CORP | 5 | Jun 30, 21 | -- | 0.00% |
| AMUNDI ASSET MANAGEMENT US, INC. | 8.28K | Mar 31, 21 | +20 | 0.06% |
| Aperio Group, LLC | 8.97K | Dec 31, 20 | -3.19K | 0.06% |
| Watson Rebecca | -- | Sep 30, 20 | -619 | -- |
| Xact Kapitalforvaltning AB | 4.67K | Mar 31, 20 | -- | 0.03% |
| Advisor Group, Inc. | 5.85K | Dec 31, 19 | -168 | 0.04% |
| Whitnell & Co. | 2.79K | Dec 31, 19 | -- | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.17K | Dec 31, 19 | -449 | 0.01% |
| BB&T SECURITIES, LLC | 2.00K | Sep 30, 19 | +2.00K | 0.01% |
| Julex Capital Management, LLC | 4 | Sep 30, 19 | -- | 0.00% |
| TEACHERS ADVISORS, LLC | 26.39K | Mar 31, 19 | +1.20K | 0.19% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 25.14K | Mar 31, 19 | -769 | 0.18% |
| Hutchin Hill Capital, LP | -- | Dec 31, 17 | -3.40K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -8.09K | -- |
| DAVIDSON & GARRARD INC | 13.15K | Sep 30, 17 | -1.19K | 0.09% |
| Commonwealth Equity Services, Inc | 4.98K | Jun 30, 17 | +366 | 0.04% |
| CAPSTONE ASSET MANAGEMENT CO | 2.63K | Jun 30, 17 | +2.63K | 0.02% |
| WFG Advisors, LP | -- | Jun 30, 17 | -208 | -- |
| Perkins Investment Management, LLC | 6.10K | Mar 31, 17 | -- | 0.04% |
| BlackRock Fund Advisors | 713.84K | Dec 31, 16 | -- | 5.14% |
| BlackRock Institutional Trust Company, N.A. | 460.00K | Dec 31, 16 | -- | 3.32% |
| BlackRock Group LTD | 70.56K | Dec 31, 16 | -783 | 0.51% |
| BlackRock Investment Management, LLC | 38.79K | Dec 31, 16 | -251 | 0.28% |
| BLACKROCK ADVISORS LLC | 4.44K | Dec 31, 16 | -- | 0.03% |
| MSI Financial Services Inc | 467 | Dec 31, 16 | -- | 0.00% |
| BlackRock Japan Co. Ltd | 285 | Dec 31, 16 | -- | 0.00% |
| Emerald Acquisition Ltd. | 5.48K | Sep 30, 16 | -455 | 0.04% |
| Shinko Asset Management Co., Ltd. | 400 | Sep 30, 16 | -100 | 0.00% |
| WESTPORT RESOURCES MANAGEMENT INC | -- | Sep 30, 16 | -325 | -- |
| SOCIETE GENERALE | 2.35K | Jun 30, 16 | +2.35K | 0.02% |
| RUSSELL FRANK CO/ | 15.35K | Mar 31, 16 | +298 | 0.11% |
| VIRGINIA RETIREMENT SYSTEM | 7.80K | Mar 31, 16 | +7.80K | 0.06% |
| Pinnacle Summer Investments, Inc. | 140 | Dec 31, 15 | +140 | 0.00% |
| OFI Advisors LLC | 820 | Sep 30, 15 | +155 | 0.01% |
| MANAGED ACCOUNT ADVISORS LLC | 49.64K | Jun 30, 15 | -1.94K | 0.36% |
| NEW ENGLAND SECURITIES CORP /MA/ | 31 | Dec 31, 14 | +31 | 0.00% |
| UBS AG | 29.82K | Sep 30, 14 | -6.10K | 0.21% |
| 1919 Investment Counsel, LLC | 500 | Sep 30, 14 | -- | 0.00% |
| Daiwa Capital Markets America Inc. | 300 | Dec 31, 13 | +300 | 0.00% |
| Fiera Capital Inc. | 27.50K | Sep 30, 13 | -- | 0.20% |
| Irish Life Investment Managers Ltd. | 550 | Jun 30, 13 | -- | 0.00% |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 5.82K | Mar 31, 13 | +75 | 0.04% |
| First Allied Securities, Inc. | 13.85K | Jun 30, 12 | -1.20K | 0.10% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | -- | Dec 31, 04 | -11.50K | -- |