UMC

Institutional Ownership

Top 382 Institutional Holders
HolderSharesDateChange% Held
Moran Wealth Management, LLC910.42KMar 31, 26+118.05K0.04%
Ethic Inc.443.70KMar 31, 26-51.89K0.02%
North of South Capital LLP405.07KMar 31, 26+203.07K0.02%
Robeco Institutional Asset Management B.V.311.53KMar 31, 26+66.76K0.01%
SIGNATUREFD, LLC230.85KMar 31, 26+7500.01%
Sequoia Financial Advisors, LLC207.05KMar 31, 26+9.06K0.01%
Skopos Labs, Inc.176.55KMar 31, 26+42.94K0.01%
GREENLEAF TRUST143.00KMar 31, 26-9.04K0.01%
Vise Technologies, Inc.142.23KMar 31, 26--0.01%
PROFUND ADVISORS LLC124.34KMar 31, 26-1.46K0.00%
Frank, Rimerman Advisors LLC123.03KMar 31, 26--0.00%
Generali Investments CEE, investicni spolecnost, a.s.101.42KMar 31, 26--0.00%
SG Americas Securities, LLC99.95KMar 31, 26+99.95K0.00%
DGS Capital Management, LLC95.30KMar 31, 26+2.36K0.00%
QRG CAPITAL MANAGEMENT, INC.86.93KMar 31, 26+46.55K0.00%
RITHOLTZ WEALTH MANAGEMENT83.71KMar 31, 26+5800.00%
Ignite Planners, LLC81.50KMar 31, 26-3.43K0.00%
Ronald Blue Trust, Inc.75.49KMar 31, 26-10.00K0.00%
PDS Planning, Inc72.03KMar 31, 26-1.85K0.00%
Cambridge Investment Research Advisors, Inc.72.02KMar 31, 26-3.49K0.00%
HANTZ FINANCIAL SERVICES, INC.66.64KMar 31, 26+2.55K0.00%
Abacus Wealth Partners, LLC55.86KMar 31, 26-7650.00%
RFG Advisory, LLC55.23KMar 31, 26+55.23K0.00%
Ridgewood Investments LLC50.69KMar 31, 26+50.69K0.00%
Artemis Investment Management LLP44.48KMar 31, 26+44.48K0.00%
Foster Victor Wealth Advisors, LLC39.96KMar 31, 26+1.33K0.00%
YOUSIF CAPITAL MANAGEMENT, LLC39.94KMar 31, 26--0.00%
Foster Group, Inc.39.63KMar 31, 26+620.00%
BSW Wealth Partners39.28KMar 31, 26-12.30K0.00%
Aaron Wealth Advisors LLC35.93KMar 31, 26+35.93K0.00%
CogentBlue Wealth Advisors, LLC29.76KMar 31, 26+5520.00%
Candriam S.C.A.28.76KMar 31, 26--0.00%
KEYBANK NATIONAL ASSOCIATION/OH24.52KMar 31, 26+24.52K0.00%
HB Wealth Management, LLC24.15KMar 31, 26+4.71K0.00%
CBOE Vest Financial, LLC23.69KMar 31, 26+2.43K0.00%
HSBC HOLDINGS PLC21.50KMar 31, 26+21.50K0.00%
Resonant Capital Advisors, LLC21.34KMar 31, 26+5390.00%
NATURAL INVESTMENTS, LLC16.95KMar 31, 26-2.33K0.00%
HENNESSY ADVISORS INC16.87KMar 31, 26-1.35K0.00%
Mount Yale Investment Advisors, LLC16.21KMar 31, 26+16.21K0.00%
Venturi Wealth Management, LLC15.04KMar 31, 26+4270.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14.60KMar 31, 26-4710.00%
Farther Finance Advisors, LLC14.06KMar 31, 26+2.72K0.00%
COMMONWEALTH EQUITY SERVICES, LLC13.90KMar 31, 26+2.30K0.00%
V-Square Quantitative Management LLC13.39KMar 31, 26+13.39K0.00%
Diversified Trust Co13.32KMar 31, 26-1.52K0.00%
GAMMA Investing LLC12.78KMar 31, 26+5330.00%
Miracle Mile Advisors, LLC12.50KMar 31, 26+12.50K0.00%
Merit Financial Group, LLC12.36KMar 31, 26+1.97K0.00%
Dynamic Advisor Solutions LLC12.03KMar 31, 26+3700.00%
Verdence Capital Advisors LLC11.71KMar 31, 26-1.37K0.00%
Hardy Reed LLC11.34KMar 31, 26+1100.00%
PARK AVENUE SECURITIES LLC11.26KMar 31, 26+11.26K0.00%
Inspire Investing, LLC10.78KMar 31, 26-156.13K0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC10.44KMar 31, 26+8820.00%
SBI Securities Co., Ltd.7.41KMar 31, 26-2.33K0.00%
TD PRIVATE CLIENT WEALTH LLC6.48KMar 31, 26+2.38K0.00%
Bayforest Capital Ltd5.49KMar 31, 26-64.75K0.00%
E Fund Management (Hong Kong) Co., Ltd.3.11KMar 31, 26+3.11K0.00%
NISA INVESTMENT ADVISORS, LLC2.25KMar 31, 26+1750.00%
JFS WEALTH ADVISORS, LLC2.19KMar 31, 26-6380.00%
Bell Investment Advisors, Inc1.82KMar 31, 26+2040.00%
Banque Cantonale Vaudoise1.55KMar 31, 26--0.00%
Wiser Advisor Group LLC1.47KMar 31, 26--0.00%
Key FInancial Inc1.20KMar 31, 26--0.00%
LRI Investments, LLC1.15KMar 31, 26+7820.00%
CARY STREET PARTNERS FINANCIAL LLC1.00KMar 31, 26--0.00%
Cedar Mountain Advisors, LLC1.00KMar 31, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC960Mar 31, 26+1650.00%
True Wealth Design, LLC914Mar 31, 26+250.00%
North Star Investment Management Corp.826Mar 31, 26+470.00%
FINANCIAL CONSULATE, INC708Mar 31, 26+6050.00%
Physician Wealth Advisors, Inc.559Mar 31, 26-600.00%
FIFTH THIRD BANCORP553Mar 31, 26--0.00%
IFP Advisors, Inc535Mar 31, 26--0.00%
Elevated Capital Advisors, LLC500Mar 31, 26--0.00%
PRIVATE TRUST CO NA499Mar 31, 26+4990.00%
Stone House Investment Management, LLC495Mar 31, 26--0.00%
Valued Wealth Advisors LLC423Mar 31, 26--0.00%
CoreCap Advisors, LLC369Mar 31, 26--0.00%
Versant Capital Management, Inc318Mar 31, 26+3180.00%
Root Financial Partners, LLC285Mar 31, 26+2850.00%
Clean Yield Group218Mar 31, 26--0.00%
Golden State Wealth Management, LLC201Mar 31, 26--0.00%
Trust Co158Mar 31, 26--0.00%
Sound Income Strategies, LLC100Mar 31, 26--0.00%
Abound Wealth Management70Mar 31, 26-900.00%
CVA Family Office, LLC69Mar 31, 26--0.00%
Bogart Wealth, LLC4Mar 31, 26--0.00%
Kestra Advisory Services, LLC--Mar 31, 26-6.68K--
R Squared Ltd--Mar 31, 26-27.93K--
Henry James International Management Inc.--Mar 31, 26-13.75K--
CLEAR STREET MARKETS LLC--Mar 31, 26-363--
Wealthspire Advisors, LLC--Mar 31, 26-10.01K--
BlackRock, Inc.26.98MDec 31, 25+2.84M1.08%
VANGUARD GROUP INC13.52MDec 31, 25-728.40K0.54%
AQR CAPITAL MANAGEMENT LLC9.46MDec 31, 25+8.49M0.38%
MORGAN STANLEY7.67MDec 31, 25-14.18M0.31%
Rafferty Asset Management, LLC6.48MDec 31, 25+257.13K0.26%
TWO SIGMA INVESTMENTS, LP5.68MDec 31, 25+2.14M0.23%
BANK OF AMERICA CORP /DE/5.60MDec 31, 25-1.79M0.22%
BARCLAYS PLC5.51MDec 31, 25+1.44M0.22%
STATE STREET CORP4.83MDec 31, 25+298.31K0.19%
MARSHALL WACE, LLP4.74MDec 31, 25+1.94M0.19%
GOLDMAN SACHS GROUP INC4.73MDec 31, 25+314.06K0.19%
UBS Group AG4.57MDec 31, 25+808.41K0.18%
SCHRODER INVESTMENT MANAGEMENT GROUP4.10MDec 31, 25-47.95K0.16%
TWO SIGMA ADVISERS, LP3.45MDec 31, 25+1.84M0.14%
NORTHERN TRUST CORP3.22MDec 31, 25-211.10K0.13%
CITIGROUP INC3.01MDec 31, 25+713.11K0.12%
DIMENSIONAL FUND ADVISORS LP2.52MDec 31, 25+432.14K0.10%
ACADIAN ASSET MANAGEMENT LLC2.30MDec 31, 25+2.27M0.09%
Creative Planning2.16MDec 31, 25+314.21K0.09%
Man Group plc2.12MDec 31, 25+1.64M0.09%
BALYASNY ASSET MANAGEMENT L.P.1.98MDec 31, 25+1.89M0.08%
Empowered Funds, LLC1.53MDec 31, 25+1.53M0.06%
BNP PARIBAS ARBITRAGE, SNC1.47MDec 31, 25-22.11K0.06%
KADENSA CAPITAL Ltd1.34MDec 31, 25+1.34M0.05%
CITADEL ADVISORS LLC1.12MDec 31, 25+1.07M0.05%
D. E. Shaw & Co., Inc.870.26KDec 31, 25+870.26K0.03%
Aquatic Capital Management LLC767.63KDec 31, 25+482.62K0.03%
RHUMBLINE ADVISERS729.33KDec 31, 25+6.81K0.03%
MILLENNIUM MANAGEMENT LLC695.40KDec 31, 25+383.49K0.03%
LSV ASSET MANAGEMENT694.21KDec 31, 25+128.60K0.03%
B. Metzler seel. Sohn & Co. AG658.82KDec 31, 25+658.82K0.03%
Quantinno Capital Management LP602.55KDec 31, 25+203.87K0.02%
US BANCORP \DE\579.53KDec 31, 25+38.49K0.02%
Vident Advisory, LLC557.28KDec 31, 25-26.70K0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP470.07KDec 31, 25+33.81K0.02%
JANE STREET GROUP, LLC459.15KDec 31, 25+209.29K0.02%
LAIRD NORTON TRUST COMPANY, LLC455.05KDec 31, 25+455.05K0.02%
FIRST TRUST ADVISORS LP433.65KDec 31, 25+16.00K0.02%
Vanguard Personalized Indexing Management, LLC412.38KDec 31, 25+79.03K0.02%
GUGGENHEIM CAPITAL LLC412.33KDec 31, 25+26.29K0.02%
Baird Financial Group, Inc.409.70KDec 31, 25-118.46K0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC383.11KDec 31, 25+13.80K0.02%
QUADRANT CAPITAL GROUP LLC329.43KDec 31, 25-3.18K0.01%
BNP Paribas Asset Management Holding S.A.309.66KDec 31, 25+309.66K0.01%
Advisors Asset Management, Inc.306.52KDec 31, 25+29.90K0.01%
Qube Research & Technologies Ltd263.12KDec 31, 25+263.12K0.01%
Summit Global Investments261.12KDec 31, 25+116.46K0.01%
MACKENZIE FINANCIAL CORP252.15KDec 31, 25+2340.01%
CAPITAL FUND MANAGEMENT S.A.245.56KDec 31, 25+209.46K0.01%
Cerity Partners LLC241.62KDec 31, 25-1.47K0.01%
Crossmark Global Holdings, Inc.235.32KDec 31, 25-24.64K0.01%
FMR LLC213.69KDec 31, 25-1.74K0.01%
IEQ CAPITAL, LLC210.41KDec 31, 25+24.20K0.01%
Tower Research Capital LLC (TRC)199.68KDec 31, 25+199.44K0.01%
NATIXIS ADVISORS, L.P.177.45KDec 31, 25+20.01K0.01%
Mariner, LLC173.10KDec 31, 25+29.19K0.01%
Mirae Asset Global Investments Co., Ltd.168.65KDec 31, 25+164.38K0.01%
PNC FINANCIAL SERVICES GROUP, INC.166.56KDec 31, 25+21.43K0.01%
Ballentine Partners, LLC155.10KDec 31, 25-8.03K0.01%
West Family Investments, Inc.152.58KDec 31, 25-20.67K0.01%
Toroso Investments, LLC147.03KDec 31, 25+25.52K0.01%
CI Private Wealth, LLC146.97KDec 31, 25+11.44K0.01%
JPMORGAN CHASE & CO141.34KDec 31, 25-466.69K0.01%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP128.82KDec 31, 25+128.82K0.01%
Parallel Advisors, LLC121.13KDec 31, 25-4610.00%
Caprock Group, LLC104.12KDec 31, 25-2.27K0.00%
ENVESTNET ASSET MANAGEMENT INC100.81KDec 31, 25+52.80K0.00%
Pathstone Holdings, LLC100.42KDec 31, 25+6.81K0.00%
Jump Financial, LLC94.28KDec 31, 25-129.07K0.00%
Invesco Ltd.89.94KDec 31, 25+7410.00%
FIL Ltd78.85KDec 31, 25+78.85K0.00%
Bridgewater Advisors Inc.78.35KDec 31, 25+3650.00%
Vestmark Advisory Solutions, Inc.75.83KDec 31, 25+75.83K0.00%
TCW GROUP INC73.38KDec 31, 25--0.00%
Callan Family Office, LLC72.82KDec 31, 25+35.35K0.00%
LPL Financial LLC66.94KDec 31, 25-1.24K0.00%
GTS SECURITIES LLC64.66KDec 31, 25+33.50K0.00%
VERUS CAPITAL PARTNERS, LLC57.30KDec 31, 25+11.80K0.00%
Neuberger Berman Group LLC56.90KDec 31, 25+24.62K0.00%
Quantbot Technologies LP56.13KDec 31, 25-179.48K0.00%
BANK OF MONTREAL /CAN/55.96KDec 31, 25+37.14K0.00%
Bridgefront Capital, LLC54.43KDec 31, 25+41.87K0.00%
Atomi Financial Group, Inc.53.14KDec 31, 25+8.37K0.00%
Buckingham Strategic Partners45.92KDec 31, 25+12.08K0.00%
Colony Group, LLC42.36KDec 31, 25+15.40K0.00%
Ariadne Wealth Management, LP42.01KDec 31, 25+1080.00%
MERCER GLOBAL ADVISORS INC /ADV39.70KDec 31, 25-1.03K0.00%
EVERGREEN CAPITAL MANAGEMENT LLC37.22KDec 31, 25+8.57K0.00%
Engineers Gate Manager LP32.13KDec 31, 25+3.93K0.00%
FourThought Financial Partners, LLC31.36KDec 31, 25--0.00%
Vontobel Holding Ltd.30.39KDec 31, 25+30.39K0.00%
ROYAL BANK OF CANADA29.09KDec 31, 25+24.25K0.00%
GLENMEDE TRUST CO NA29.05KDec 31, 25+29.05K0.00%
May Hill Capital, LLC28.18KDec 31, 25+16.11K0.00%
SEI INVESTMENTS CO27.80KDec 31, 25+4.72K0.00%
AMERIPRISE FINANCIAL INC26.58KDec 31, 25+7260.00%
Greenspring Advisors, LLC26.01KDec 31, 25+26.01K0.00%
UBS ASSET MANAGEMENT AMERICAS INC25.89KDec 31, 25+25.89K0.00%
Trek Financial, LLC25.65KDec 31, 25+5.31K0.00%
Canopy Partners, LLC25.29KDec 31, 25--0.00%
Sivia Capital Partners, LLC24.79KDec 31, 25-2.54K0.00%
Pinnacle Wealth Planning Services, Inc.24.62KDec 31, 25-6980.00%
CWM, LLC24.30KDec 31, 25+2.20K0.00%
SILVERCREST ASSET MANAGEMENT GROUP LLC24.07KDec 31, 25+5.39K0.00%
Aprio Wealth Management, LLC23.61KDec 31, 25+1.56K0.00%
PRUDENTIAL FINANCIAL INC23.57KDec 31, 25--0.00%
FRANKLIN RESOURCES INC23.17KDec 31, 25-2020.00%
ABN AMRO INVESTMENT SOLUTIONS21.90KDec 31, 25+21.90K0.00%
ADVISOR GROUP HOLDINGS, INC.21.79KDec 31, 25+9.79K0.00%
Savant Capital, LLC20.88KDec 31, 25-1.20K0.00%
XPONANCE, INC.20.49KDec 31, 25+1.38K0.00%
HighTower Advisors, LLC20.10KDec 31, 25+2.85K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management19.89KDec 31, 25+19.89K0.00%
Crestwood Advisors Group LLC19.50KDec 31, 25+6.41K0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC19.40KDec 31, 25+1.88K0.00%
COLDSTREAM CAPITAL MANAGEMENT INC19.33KDec 31, 25-6.75K0.00%
NATURAL INVESTMENTS, LLC19.27KDec 31, 25-5940.00%
Inspire Advisors, LLC18.87KDec 31, 25+2330.00%
FLOW TRADERS U.S. LLC18.51KDec 31, 25+18.51K0.00%
EverSource Wealth Advisors, LLC17.98KDec 31, 25-3860.00%
RAYMOND JAMES FINANCIAL INC17.42KDec 31, 25-18.08K0.00%
Allspring Global Investments Holdings, LLC17.16KDec 31, 25+4.22K0.00%
EP Wealth Advisors, LLC17.11KDec 31, 25+17.11K0.00%
Prime Capital Investment Advisors, LLC16.53KDec 31, 25-4590.00%
Walleye Capital LLC16.24KDec 31, 25+16.24K0.00%
Atria Investments, Inc15.97KDec 31, 25-970.00%
Cetera Investment Advisers15.47KDec 31, 25+1.10K0.00%
ASSETMARK, INC15.19KDec 31, 25+12.71K0.00%
Wealth Architects, LLC14.98KDec 31, 25--0.00%
Leo Wealth, LLC14.95KDec 31, 25+4300.00%
Euro Pacific Asset Management, LLC14.72KDec 31, 25+4.70K0.00%
Connor, Clark & Lunn Investment Management Ltd.14.47KDec 31, 25+14.47K0.00%
Ascent Group, LLC14.37KDec 31, 25+3260.00%
COZAD ASSET MANAGEMENT INC14.13KDec 31, 25--0.00%
AVIVA PLC13.81KDec 31, 25--0.00%
GeoWealth Management, LLC13.78KDec 31, 25-1.93K0.00%
Tuttle Capital Management, LLC13.66KDec 31, 25+13.66K0.00%
Centiva Capital, LP13.27KDec 31, 25+13.27K0.00%
Sepio Capital, LP13.17KDec 31, 25-2.12K0.00%
SYON CAPITAL LLC13.07KDec 31, 25+13.07K0.00%
Lido Advisors, LLC12.98KDec 31, 25--0.00%
Choate Investment Advisors12.86KDec 31, 25+12.86K0.00%
Scientech Research LLC12.74KDec 31, 25+12.74K0.00%
BESSEMER GROUP INC12.56KDec 31, 25+6240.00%
ENTERPRISE FINANCIAL SERVICES CORP12.21KDec 31, 25+12.21K0.00%
Caitong International Asset Management Co., Ltd11.96KDec 31, 25+11.32K0.00%
Graham Capital Management, L.P.11.21KDec 31, 25+11.21K0.00%
CHOREO, LLC10.49KDec 31, 25+10.49K0.00%
MGO ONE SEVEN LLC10.24KDec 31, 25+660.00%
Wealthspire Advisors, LLC10.01KDec 31, 25+9.53K0.00%
Allworth Financial LP8.82KDec 31, 25+1.50K0.00%
SRS Capital Advisors, Inc.8.66KDec 31, 25+7.39K0.00%
Bank Julius Baer & Co. Ltd, Zurich8.11KDec 31, 25--0.00%
Global Retirement Partners, LLC7.84KDec 31, 25-1.55K0.00%
MAI Capital Management7.19KDec 31, 25+2.85K0.00%
Smartleaf Asset Management LLC6.83KDec 31, 25+2.39K0.00%
Parvin Asset Management, LLC6.60KDec 31, 25+6.60K0.00%
JONES FINANCIAL COMPANIES LLLP4.47KDec 31, 25+410.00%
Federation des caisses Desjardins du Quebec3.30KDec 31, 25--0.00%
WELLS FARGO & COMPANY/MN3.27KDec 31, 25+4510.00%
Parallax Volatility Advisers, L.P.2.55KDec 31, 25-3.98K0.00%
SageView Advisory Group, LLC2.47KDec 31, 25+2.47K0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.08KDec 31, 25+470.00%
Westside Investment Management, Inc.1.59KDec 31, 25--0.00%
WealthCollab, LLC1.07KDec 31, 25--0.00%
Parkside Financial Bank & Trust1.02KDec 31, 25--0.00%
Beaird Harris Wealth Management, LLC1.00KDec 31, 25--0.00%
Mizuho Securities Co. Ltd.782Dec 31, 25--0.00%
Larson Financial Group LLC758Dec 31, 25+80.00%
NewEdge Advisors, LLC663Dec 31, 25-370.00%
Prestige Wealth Management Group LLC661Dec 31, 25--0.00%
FIFTH THIRD BANCORP553Dec 31, 25--0.00%
Ancora Advisors, LLC480Dec 31, 25+990.00%
BROWN BROTHERS HARRIMAN & CO458Dec 31, 25+4580.00%
CIBC Private Wealth Group, LLC372Dec 31, 25-1.00K0.00%
Safe Harbor Fiduciary, LLC300Dec 31, 25+3000.00%
AMERIFLEX GROUP, INC.267Dec 31, 25-2670.00%
Rossby Financial, LCC92Dec 31, 25--0.00%
Russell Investments Group, Ltd.81Dec 31, 25-10.00%
Transamerica Financial Advisors, Inc.49Dec 31, 25+490.00%
Ameritas Investment Partners, Inc.2Dec 31, 25--0.00%
Financial Gravity Asset Management, Inc.1Dec 31, 25+10.00%
Mitsubishi UFJ Trust & Banking Corp--Dec 31, 25-10.30K--
UMB Bank, n.a.--Dec 31, 25-1.73K--
GPS Wealth Strategies Group, LLC--Dec 31, 25-786--
Squarepoint Ops LLC--Dec 31, 25-234.18K--
EntryPoint Capital, LLC--Dec 31, 25-20.40K--
Diametric Capital, LP--Dec 31, 25-17.24K--
Groupe la Francaise--Dec 31, 25-1.40K--
Optiver Holding B.V.--Dec 31, 25-1--
BAROMETER CAPITAL MANAGEMENT INC.--Dec 31, 25-15.45K--
XTX Topco Ltd--Dec 31, 25-16.74K--
AIGEN INVESTMENT MANAGEMENT, LP--Dec 31, 25-53.91K--
Rockefeller Capital Management L.P.--Dec 31, 25-2.83K--
Advisory Services Network, LLC--Dec 31, 25-419--
Hennion & Walsh Asset Management, Inc.--Dec 31, 25-86.57K--
Arete Wealth Advisors, LLC--Dec 31, 25-12.86K--
PRINCIPAL SECURITIES, INC.--Dec 31, 25-278--
Verition Fund Management LLC--Dec 31, 25-46.15K--
Legal & General Group Plc--Dec 31, 25-14.13K--
CIBC WORLD MARKET INC.--Dec 31, 25-19.31K--
SIMPLEX TRADING, LLC--Dec 31, 25-2.43K--
WETHERBY ASSET MANAGEMENT INC320.16KSep 30, 25-6.65K0.01%
AXA Investment Managers S.A.71.78KSep 30, 25+71.78K0.00%
First Affirmative Financial Network45.58KSep 30, 25+1.35K0.00%
Glenmede Investment Management, LP27.38KSep 30, 25-3280.00%
Wealthstream Advisors, Inc.23.59KSep 30, 25-1.62K0.00%
Creekmur Asset Management LLC1Sep 30, 25--0.00%
Atria Wealth Solutions, Inc.23.55KJun 30, 25+11.00K0.00%
Capital A Wealth Management, LLC--Jun 30, 25-504--
Lindbrook Capital, LLC28.05KMar 31, 25+3.07K0.00%
Schechter Investment Advisors, LLC15.63KMar 31, 25-5.39K0.00%
Vista Wealth Management Group, LLC12.43KMar 31, 25+12.43K0.00%
Genesis Investment Management, LLP1.01MDec 31, 24-3.34M0.04%
Chiron Investment Management, LLC--Dec 31, 24-89.66K--
First Trust Direct Indexing L.P.178.09KSep 30, 24+4.54K0.01%
SEVEN EIGHT CAPITAL, LP36.00KSep 30, 24-58.32K0.00%
RAYMOND JAMES & ASSOCIATES31.04KSep 30, 24+8910.00%
Alera Investment Advisors, LLC15.25KSep 30, 24-1.24K0.00%
SpiderRock Advisors, LLC10.57KSep 30, 24--0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC1.90KSep 30, 24+1.90K0.00%
ClariVest Asset Management LLC255Sep 30, 24--0.00%
BlackRock Inc.23.11MJun 30, 24+980.05K0.93%
JANICZEK WEALTH MANAGEMENT, LLC53.09KJun 30, 24-4.40K0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.1.17KJun 30, 24--0.00%
CREDIT SUISSE AG/353.04KMar 31, 24-2.56M0.01%
Grey Street Capital, LLC72.92KMar 31, 24+72.92K0.00%
Cetera Advisors LLC28.96KMar 31, 24+28.96K0.00%
Cetera Advisor Networks LLC13.01KMar 31, 24+13.01K0.00%
Desjardins Global Asset Management Inc.33.68KDec 31, 23-2.49K0.00%
Simplicity Solutions, LLC14.64KDec 31, 23+620.00%
ADVISOR PARTNERS II, LLC93.02KSep 30, 23+29.86K0.00%
Quantamental Technologies LLC48.39KSep 30, 23+48.39K0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.12.06KSep 30, 23+12.06K0.00%
Vident Investment Advisory, LLC140.15KJun 30, 23+43.01K0.01%
LEO BROKERAGE, LLC11.21KJun 30, 23+700.00%
Kistler-Tiffany Companies, LLC8.05KJun 30, 23-4770.00%
BDO Wealth Advisors, LLC--Jun 30, 23-400--
Telemetry Investments, L.L.C.12.33KDec 31, 22+12.33K0.00%
Gyon Technologies Capital Management, LP--Dec 31, 22-59.11K--
WIPFLI FINANCIAL ADVISORS LLC,53.60KSep 30, 22+53.60K0.00%
Corient Capital Partners, LLC45.83KSep 30, 22--0.00%
American Portfolios Advisors2.30KSep 30, 22-1.03K0.00%
ACG Wealth--Sep 30, 22-980--
Intersect Capital LLC29.13KJun 30, 22-7.47K0.00%
ADVISOR PARTNERS LLC10.64KJun 30, 22-1.44K0.00%
Fieldpoint Private Securities, LLC905Jun 30, 22-2.56K0.00%
Lake Point Wealth Management713Jun 30, 22--0.00%
Private Capital Group, LLC663Jun 30, 22--0.00%
DIXON HUBARD FEINOUR & BROWN INC/VA--Jun 30, 22-10.66K--
BIVIN & ASSOCIATES, INC.--Jun 30, 22-360--
PARAMETRIC PORTFOLIO ASSOCIATES LLC4.14MMar 31, 22+248.35K0.17%
Dixon Hughes Goodman Wealth Advisors LLC111Mar 31, 22--0.00%
Livingston Group Asset Management CO (operating as Southport Capital Management)--Mar 31, 22-129.59K--
Carroll Financial Associates, Inc.1.90KDec 31, 21+1.90K0.00%
NEXT Financial Group, Inc1.04KDec 31, 21--0.00%
Hexavest Inc.19.84KSep 30, 21+19.84K0.00%
Berman Capital Advisors, LLC4.38KSep 30, 21-630.00%
Sonora Investment Management, LLC100Sep 30, 21--0.00%
AMUNDI ASSET MANAGEMENT US, INC.193.07KMar 31, 21+193.07K0.01%
WealthStone, Inc.35.26KMar 31, 21-1.09K0.00%
Aperio Group, LLC7.56MDec 31, 20-554.87K0.30%
BOGLE INVESTMENT MANAGEMENT L P /DE/26.71KDec 31, 20-258.00K0.00%
AIA Investment Management Private Ltd105.57KSep 30, 20+105.57K0.00%
Cornerstone Advisors, Inc.53.35KSep 30, 20-8.32K0.00%
Wealthspire Advisors, L.P.15.49KSep 30, 20+15.49K0.00%
Advisor Group, Inc.19.07KDec 31, 19+1.17K0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.07KDec 31, 19-90.00%
CQS Cayman LP2.03MSep 30, 19--0.08%
NEXT Financial Holdings52.64KMar 31, 19+52.64K0.00%
Cypress Wealth Advisors LLC10.04KMar 31, 19-2.29K0.00%
CAPSTONE ASSET MANAGEMENT CO187.08KJun 30, 17-3.10K0.01%
RONALD BLUE & CO LLC70.48KJun 30, 17-1.66K0.00%
Virtu KCG Holdings LLC14.06KJun 30, 17-55.25K0.00%
Independent Portfolio Consultants, Inc.3.35KJun 30, 17-6.11K0.00%
R&F Capital Advisors LP57.87KMar 31, 17-9.01K0.00%
BlackRock Institutional Trust Company, N.A.57.91KDec 31, 16+28.88K0.00%
BlackRock Group LTD8.65KDec 31, 16-16.35K0.00%
MSI Financial Services Inc--Dec 31, 16-14--
Emerald Acquisition Ltd.4.03MSep 30, 16-57.52K0.16%
ANALYTIC INVESTORS, LLC618.60KSep 30, 16+18.40K0.02%
Neon Liberty Capital Management LLC1.34MJun 30, 16--0.05%
RUSSELL FRANK CO/4.02MMar 31, 16-306.52K0.16%
UBS AG1.50MSep 30, 14-1.16M0.06%
Jane Street Holding, LLC984.68KDec 31, 13-2.03M0.04%
Daiwa Capital Markets America Inc.11.10KDec 31, 13+11.10K0.00%
KNIGHT CAPITAL GROUP LLC--Jun 30, 13-22.91K--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC17.72KJun 30, 10+2290.00%