UPST(UPST)
UPST
Institutional Ownership
Top 509 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 7.40M | Mar 31, 26 | +314.32K | 7.73% |
| MORGAN STANLEY | 3.98M | Mar 31, 26 | -231.56K | 4.15% |
| MARSHALL WACE, LLP | 3.28M | Mar 31, 26 | +2.73M | 3.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.12M | Mar 31, 26 | +55.56K | 2.22% |
| STATE STREET CORP | 2.05M | Mar 31, 26 | +52.03K | 2.15% |
| GOLDMAN SACHS GROUP INC | 1.56M | Mar 31, 26 | -93.14K | 1.63% |
| Clear Street Group Inc. | 1.56M | Mar 31, 26 | -506.51K | 1.62% |
| Halter Ferguson Financial Inc. | 1.47M | Mar 31, 26 | +1.05M | 1.53% |
| BARCLAYS PLC | 1.27M | Mar 31, 26 | +408.18K | 1.33% |
| BAILLIE GIFFORD & CO | 1.11M | Mar 31, 26 | +349.37K | 1.16% |
| DIMENSIONAL FUND ADVISORS LP | 1.02M | Mar 31, 26 | +744.19K | 1.07% |
| UBS Group AG | 881.87K | Mar 31, 26 | +239.73K | 0.92% |
| COATUE MANAGEMENT LLC | 870.95K | Mar 31, 26 | +870.95K | 0.91% |
| BALYASNY ASSET MANAGEMENT L.P. | 869.42K | Mar 31, 26 | +849.70K | 0.91% |
| CAPITAL FUND MANAGEMENT S.A. | 846.78K | Mar 31, 26 | +175.43K | 0.88% |
| CITIGROUP INC | 806.34K | Mar 31, 26 | +242.70K | 0.84% |
| NORTHERN TRUST CORP | 758.89K | Mar 31, 26 | +14.70K | 0.79% |
| Point72 Asset Management, L.P. | 756.06K | Mar 31, 26 | +385.88K | 0.79% |
| JANE STREET GROUP, LLC | 740.82K | Mar 31, 26 | +552.34K | 0.77% |
| MILLENNIUM MANAGEMENT LLC | 668.06K | Mar 31, 26 | +449.31K | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 656.02K | Mar 31, 26 | -89.82K | 0.69% |
| CITADEL ADVISORS LLC | 631.16K | Mar 31, 26 | -474.60K | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 597.31K | Mar 31, 26 | +597.31K | 0.62% |
| KADENSA CAPITAL Ltd | 589.87K | Mar 31, 26 | +68.89K | 0.62% |
| FRED ALGER MANAGEMENT, LLC | 559.52K | Mar 31, 26 | -446.61K | 0.58% |
| Squarepoint Ops LLC | 531.39K | Mar 31, 26 | +531.39K | 0.56% |
| BANK OF AMERICA CORP /DE/ | 505.98K | Mar 31, 26 | -2.03M | 0.53% |
| FIRST TRUST ADVISORS LP | 373.45K | Mar 31, 26 | +54.91K | 0.39% |
| Catalytic Wealth RIA, LLC | 344.65K | Mar 31, 26 | +95.17K | 0.36% |
| Pathstone Holdings, LLC | 337.29K | Mar 31, 26 | +1.10K | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 326.11K | Mar 31, 26 | -960.98K | 0.34% |
| HSBC HOLDINGS PLC | 288.04K | Mar 31, 26 | +77.90K | 0.30% |
| Bank of New York Mellon Corp | 267.34K | Mar 31, 26 | -1.87K | 0.28% |
| D. E. Shaw & Co., Inc. | 267.08K | Mar 31, 26 | -6.41K | 0.28% |
| PEAK6 LLC | 242.03K | Mar 31, 26 | +154.41K | 0.25% |
| Trexquant Investment LP | 226.20K | Mar 31, 26 | +226.20K | 0.24% |
| BNP PARIBAS ARBITRAGE, SNC | 216.52K | Mar 31, 26 | +156.46K | 0.23% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 215.34K | Mar 31, 26 | -132.54K | 0.22% |
| Maxi Investments CY Ltd | 193.40K | Mar 31, 26 | -- | 0.20% |
| Nuveen, LLC | 188.34K | Mar 31, 26 | -1.29K | 0.20% |
| SG Americas Securities, LLC | 183.64K | Mar 31, 26 | -902.21K | 0.19% |
| Connor, Clark & Lunn Investment Management Ltd. | 180.61K | Mar 31, 26 | -670.23K | 0.19% |
| UBS ASSET MANAGEMENT AMERICAS INC | 178.98K | Mar 31, 26 | +21.55K | 0.19% |
| Swiss National Bank | 173.20K | Mar 31, 26 | +2.40K | 0.18% |
| Qube Research & Technologies Ltd | 167.38K | Mar 31, 26 | +39.18K | 0.17% |
| WELLS FARGO & COMPANY/MN | 161.77K | Mar 31, 26 | -48.39K | 0.17% |
| JPMORGAN CHASE & CO | 152.06K | Mar 31, 26 | -258.55K | 0.16% |
| BANK OF NOVA SCOTIA | 150.47K | Mar 31, 26 | +8.92K | 0.16% |
| Holocene Advisors, LP | 134.93K | Mar 31, 26 | +125.89K | 0.14% |
| Marex Group plc | 116.31K | Mar 31, 26 | -1.06M | 0.12% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 115.01K | Mar 31, 26 | -1.09M | 0.12% |
| Banco Santander, S.A. | 109.30K | Mar 31, 26 | +68.78K | 0.11% |
| RHUMBLINE ADVISERS | 108.06K | Mar 31, 26 | -945 | 0.11% |
| Invesco Ltd. | 107.29K | Mar 31, 26 | +16.30K | 0.11% |
| Quantbot Technologies LP | 106.09K | Mar 31, 26 | +35.78K | 0.11% |
| BNP Paribas Asset Management Holding S.A. | 105.39K | Mar 31, 26 | -4.24K | 0.11% |
| Quantinno Capital Management LP | 103.86K | Mar 31, 26 | +24.49K | 0.11% |
| Neo Ivy Capital Management | 102.95K | Mar 31, 26 | -37.32K | 0.11% |
| LPL Financial LLC | 100.87K | Mar 31, 26 | -5.81K | 0.11% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 100.69K | Mar 31, 26 | +17.68K | 0.11% |
| Man Group plc | 100.19K | Mar 31, 26 | +29.96K | 0.10% |
| PDT Partners, LLC | 100.04K | Mar 31, 26 | -- | 0.10% |
| ALLIANCEBERNSTEIN L.P. | 99.99K | Mar 31, 26 | +1.18K | 0.10% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 97.60K | Mar 31, 26 | +17.23K | 0.10% |
| CREDIT AGRICOLE S A | 97.27K | Mar 31, 26 | -18.53K | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 93.02K | Mar 31, 26 | -542 | 0.10% |
| Divisadero Street Capital Management, LP | 89.59K | Mar 31, 26 | -280.41K | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 86.67K | Mar 31, 26 | +26.36K | 0.09% |
| Bank Julius Baer & Co. Ltd, Zurich | 83.94K | Mar 31, 26 | +2.35K | 0.09% |
| NORDEA INVESTMENT MANAGEMENT AB | 83.50K | Mar 31, 26 | -4.44K | 0.09% |
| HRT FINANCIAL LP | 83.45K | Mar 31, 26 | +83.45K | 0.09% |
| ALGERT GLOBAL LLC | 81.80K | Mar 31, 26 | +62.01K | 0.09% |
| BANK OF MONTREAL /CAN/ | 81.49K | Mar 31, 26 | -9.16K | 0.09% |
| DEUTSCHE BANK AG\ | 80.99K | Mar 31, 26 | +6.98K | 0.08% |
| VANGUARD ASSET MANAGEMENT, Ltd | 79.69K | Mar 31, 26 | +79.69K | 0.08% |
| Headlands Technologies LLC | 79.50K | Mar 31, 26 | +79.50K | 0.08% |
| CONGRESS ASSET MANAGEMENT CO /MA | 76.41K | Mar 31, 26 | +76.41K | 0.08% |
| WINTON GROUP Ltd | 75.90K | Mar 31, 26 | +75.90K | 0.08% |
| Liontrust Investment Partners LLP | 71.52K | Mar 31, 26 | -- | 0.07% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 70.80K | Mar 31, 26 | +20.41K | 0.07% |
| Legal & General Group Plc | 69.69K | Mar 31, 26 | -14.55K | 0.07% |
| Brevan Howard Capital Management LP | 69.34K | Mar 31, 26 | +69.34K | 0.07% |
| Private Advisor Group, LLC | 68.05K | Mar 31, 26 | -3.27K | 0.07% |
| Schonfeld Strategic Advisors LLC | 67.53K | Mar 31, 26 | -152.53K | 0.07% |
| MML INVESTORS SERVICES, LLC | 63.44K | Mar 31, 26 | -12.26K | 0.07% |
| SummitTX Capital, L.P. | 59.50K | Mar 31, 26 | -25.72K | 0.06% |
| Havemeyer Place LP | 59.22K | Mar 31, 26 | +59.22K | 0.06% |
| IMC-Chicago, LLC | 54.84K | Mar 31, 26 | +8.13K | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 54.17K | Mar 31, 26 | +1.79K | 0.06% |
| Creative Planning | 53.91K | Mar 31, 26 | +8.52K | 0.06% |
| Engineers Gate Manager LP | 48.71K | Mar 31, 26 | +28.60K | 0.05% |
| TCI Wealth Advisors, Inc. | 48.39K | Mar 31, 26 | +4.00K | 0.05% |
| MetLife Investment Management, LLC | 47.53K | Mar 31, 26 | +639 | 0.05% |
| DARK FOREST CAPITAL MANAGEMENT LP | 45.84K | Mar 31, 26 | -38.24K | 0.05% |
| NOMURA HOLDINGS INC | 45.06K | Mar 31, 26 | +363 | 0.05% |
| Manchester Capital Management LLC | 44.93K | Mar 31, 26 | +1.81K | 0.05% |
| GSA CAPITAL PARTNERS LLP | 44.76K | Mar 31, 26 | +37.92K | 0.05% |
| GMT CAPITAL CORP | 42.00K | Mar 31, 26 | +42.00K | 0.04% |
| Walleye Trading LLC | 41.24K | Mar 31, 26 | -57.73K | 0.04% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 41.05K | Mar 31, 26 | -2.81K | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 38.28K | Mar 31, 26 | +24.27K | 0.04% |
| Miracle Mile Advisors, LLC | 38.22K | Mar 31, 26 | -2.25K | 0.04% |
| Altshuler Shaham Ltd | 37.80K | Mar 31, 26 | +10.80K | 0.04% |
| Mariner, LLC | 36.90K | Mar 31, 26 | +11.88K | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 36.80K | Mar 31, 26 | -8.36K | 0.04% |
| Jefferies Financial Group Inc. | 36.14K | Mar 31, 26 | +19.61K | 0.04% |
| TWO SIGMA INVESTMENTS, LP | 35.99K | Mar 31, 26 | +35.99K | 0.04% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35.71K | Mar 31, 26 | +5.50K | 0.04% |
| Coastal Bridge Advisors, LLC | 35.69K | Mar 31, 26 | -2.00K | 0.04% |
| Vanguard Global Advisers, LLC | 35.55K | Mar 31, 26 | +35.55K | 0.04% |
| SCS Capital Management LLC | 35.14K | Mar 31, 26 | -- | 0.04% |
| Sepio Capital, LP | 33.41K | Mar 31, 26 | -- | 0.03% |
| Apollon Wealth Management, LLC | 30.91K | Mar 31, 26 | -3.95K | 0.03% |
| Falcon Wealth Planning | 30.11K | Mar 31, 26 | -260 | 0.03% |
| Caption Management, LLC | 30.00K | Mar 31, 26 | +15.00K | 0.03% |
| REX ADVISERS LLC | 28.30K | Mar 31, 26 | +28.30K | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 27.59K | Mar 31, 26 | -6.21K | 0.03% |
| Intellectus Partners, LLC | 27.25K | Mar 31, 26 | +550 | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 27.13K | Mar 31, 26 | -- | 0.03% |
| ALLSTATE CORP | 26.70K | Mar 31, 26 | +26.70K | 0.03% |
| Centiva Capital, LP | 26.18K | Mar 31, 26 | +10.99K | 0.03% |
| Cetera Investment Advisers | 26.06K | Mar 31, 26 | +1.21K | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 26.06K | Mar 31, 26 | +5.75K | 0.03% |
| WMG Financial Advisors, LLC | 25.73K | Mar 31, 26 | +8.27K | 0.03% |
| Gemmer Asset Management LLC | 25.39K | Mar 31, 26 | +1.38K | 0.03% |
| Bridgefront Capital, LLC | 25.04K | Mar 31, 26 | +25.04K | 0.03% |
| Vontobel Holding Ltd. | 24.93K | Mar 31, 26 | +3.68K | 0.03% |
| JANUS HENDERSON GROUP PLC | 24.72K | Mar 31, 26 | +3.24K | 0.03% |
| Jain Global LLC | 24.54K | Mar 31, 26 | +24.54K | 0.03% |
| NATIXIS ADVISORS, L.P. | 24.12K | Mar 31, 26 | +5.13K | 0.03% |
| Arizona State Retirement System | 24.05K | Mar 31, 26 | -305 | 0.03% |
| INTECH INVESTMENT MANAGEMENT LLC | 24.01K | Mar 31, 26 | -17.68K | 0.03% |
| BAILARD, INC. | 23.91K | Mar 31, 26 | -- | 0.02% |
| Handelsbanken Fonder AB | 23.80K | Mar 31, 26 | -- | 0.02% |
| Police & Firemen's Retirement System of New Jersey | 23.14K | Mar 31, 26 | -- | 0.02% |
| Kera Capital Partners, Inc. | 22.95K | Mar 31, 26 | +9.43K | 0.02% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 21.35K | Mar 31, 26 | -- | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 21.29K | Mar 31, 26 | -6.85K | 0.02% |
| Vanguard Investments Australia, Ltd. | 20.91K | Mar 31, 26 | +20.91K | 0.02% |
| Skopos Labs, Inc. | 20.34K | Mar 31, 26 | +20.34K | 0.02% |
| Gator Capital Management, LLC | 20.00K | Mar 31, 26 | +20.00K | 0.02% |
| AMERIPRISE FINANCIAL INC | 19.78K | Mar 31, 26 | -17.93K | 0.02% |
| KLP KAPITALFORVALTNING AS | 19.30K | Mar 31, 26 | +800 | 0.02% |
| Kestra Advisory Services, LLC | 18.76K | Mar 31, 26 | -9.04K | 0.02% |
| Janney Montgomery Scott LLC | 18.64K | Mar 31, 26 | +5.53K | 0.02% |
| CANADA PENSION PLAN INVESTMENT BOARD | 18.30K | Mar 31, 26 | +7.20K | 0.02% |
| Simplicity Wealth,LLC | 18.21K | Mar 31, 26 | -3.37K | 0.02% |
| SHELTON CAPITAL MANAGEMENT | 18.00K | Mar 31, 26 | -- | 0.02% |
| SBI Securities Co., Ltd. | 17.75K | Mar 31, 26 | -217 | 0.02% |
| AIGEN INVESTMENT MANAGEMENT, LP | 16.47K | Mar 31, 26 | +8.99K | 0.02% |
| Prospera Financial Services Inc | 15.98K | Mar 31, 26 | +8.10K | 0.02% |
| Russell Investments Group, Ltd. | 15.63K | Mar 31, 26 | +1.71K | 0.02% |
| Kercheville Advisors, LLC | 15.00K | Mar 31, 26 | +10.00K | 0.02% |
| Entropy Technologies, LP | 14.96K | Mar 31, 26 | +14.96K | 0.02% |
| Vanguard Personalized Indexing Management, LLC | 14.94K | Mar 31, 26 | +2.60K | 0.02% |
| Catalyst Funds Management Pty Ltd | 14.80K | Mar 31, 26 | +14.80K | 0.02% |
| VOYA INVESTMENT MANAGEMENT LLC | 14.79K | Mar 31, 26 | -458 | 0.02% |
| FMR LLC | 14.74K | Mar 31, 26 | +2.73K | 0.02% |
| Rockefeller Capital Management L.P. | 14.60K | Mar 31, 26 | -2.72K | 0.02% |
| Atom Investors LP | 14.55K | Mar 31, 26 | -38.15K | 0.02% |
| Pictet Asset Management Holding SA | 14.53K | Mar 31, 26 | +1.02K | 0.02% |
| PRUDENTIAL FINANCIAL INC | 13.63K | Mar 31, 26 | +8.29K | 0.01% |
| TUDOR INVESTMENT CORP ET AL | 13.51K | Mar 31, 26 | +13.51K | 0.01% |
| SEI INVESTMENTS CO | 13.41K | Mar 31, 26 | +523 | 0.01% |
| PFG Investments, LLC | 12.90K | Mar 31, 26 | -- | 0.01% |
| Fairbanks Capital Management, Inc. | 12.80K | Mar 31, 26 | -- | 0.01% |
| Graham Capital Management, L.P. | 12.62K | Mar 31, 26 | +3.39K | 0.01% |
| ProShare Advisors LLC | 12.49K | Mar 31, 26 | -3.08K | 0.01% |
| Phoenix Holdings Ltd. | 12.31K | Mar 31, 26 | +3.83K | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 11.90K | Mar 31, 26 | -10.96K | 0.01% |
| Walleye Capital LLC | 11.81K | Mar 31, 26 | -137.95K | 0.01% |
| Portman Square Capital LLP | 11.81K | Mar 31, 26 | +2.71K | 0.01% |
| Capital Advantage, Inc. | 11.63K | Mar 31, 26 | -- | 0.01% |
| Advisors Asset Management, Inc. | 11.49K | Mar 31, 26 | -1.73K | 0.01% |
| Pensionmark Financial Group, LLC | 11.18K | Mar 31, 26 | +1.26K | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.01K | Mar 31, 26 | -80 | 0.01% |
| US BANCORP \DE\ | 10.31K | Mar 31, 26 | +669 | 0.01% |
| Inspire Advisors, LLC | 9.85K | Mar 31, 26 | +2.11K | 0.01% |
| VICTORY CAPITAL MANAGEMENT INC | 9.78K | Mar 31, 26 | +25 | 0.01% |
| nVerses Capital, LLC | 9.38K | Mar 31, 26 | +9.38K | 0.01% |
| Galvin, Gaustad & Stein, LLC | 9.22K | Mar 31, 26 | +9.22K | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 9.12K | Mar 31, 26 | +358 | 0.01% |
| Prime Capital Investment Advisors, LLC | 8.95K | Mar 31, 26 | -917 | 0.01% |
| AMI ASSET MANAGEMENT CORP | 8.79K | Mar 31, 26 | -210 | 0.01% |
| Tower Research Capital LLC (TRC) | 8.74K | Mar 31, 26 | -2.28K | 0.01% |
| STATE OF WISCONSIN INVESTMENT BOARD | 8.56K | Mar 31, 26 | +3.86K | 0.01% |
| Beacon Pointe Advisors, LLC | 8.40K | Mar 31, 26 | -300 | 0.01% |
| Aquatic Capital Management LLC | 8.35K | Mar 31, 26 | -69.24K | 0.01% |
| Newbridge Financial Services Group, Inc. | 8.09K | Mar 31, 26 | -1.33K | 0.01% |
| XPONANCE, INC. | 8.08K | Mar 31, 26 | +1.31K | 0.01% |
| Strategic Family Wealth Counselors, L.L.C. | 8.02K | Mar 31, 26 | +29 | 0.01% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 7.95K | Mar 31, 26 | -19.22K | 0.01% |
| EP Wealth Advisors, LLC | 7.88K | Mar 31, 26 | +7.88K | 0.01% |
| TCG Advisory Services, LLC | 7.84K | Mar 31, 26 | +2.84K | 0.01% |
| Ameritas Investment Partners, Inc. | 7.04K | Mar 31, 26 | -- | 0.01% |
| State of Wyoming | 6.90K | Mar 31, 26 | +674 | 0.01% |
| ROYAL BANK OF CANADA | 6.51K | Mar 31, 26 | -29.05K | 0.01% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6.33K | Mar 31, 26 | -116 | 0.01% |
| Caitong International Asset Management Co., Ltd | 6.33K | Mar 31, 26 | +3.45K | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5.52K | Mar 31, 26 | -- | 0.01% |
| Ensign Peak Advisors, Inc | 5.15K | Mar 31, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 4.96K | Mar 31, 26 | +4.36K | 0.01% |
| Advisory Services Network, LLC | 4.65K | Mar 31, 26 | -553 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 4.34K | Mar 31, 26 | -5.94K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.88K | Mar 31, 26 | +1.19K | 0.00% |
| Farther Finance Advisors, LLC | 3.57K | Mar 31, 26 | +1.85K | 0.00% |
| KBC Group NV | 3.51K | Mar 31, 26 | +1.10K | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 3.40K | Mar 31, 26 | +3.40K | 0.00% |
| Federation des caisses Desjardins du Quebec | 3.11K | Mar 31, 26 | +925 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 2.89K | Mar 31, 26 | -6.86K | 0.00% |
| CWM, LLC | 2.71K | Mar 31, 26 | -738 | 0.00% |
| Orion Capital Management LLC | 2.70K | Mar 31, 26 | -- | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.60K | Mar 31, 26 | +2.60K | 0.00% |
| Westside Investment Management, Inc. | 2.50K | Mar 31, 26 | -- | 0.00% |
| Kemnay Advisory Services Inc. | 2.36K | Mar 31, 26 | +2.15K | 0.00% |
| Versant Capital Management, Inc | 2.29K | Mar 31, 26 | +1.89K | 0.00% |
| GAMMA Investing LLC | 2.17K | Mar 31, 26 | +361 | 0.00% |
| Holos Integrated Wealth LLC | 2.04K | Mar 31, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 2.00K | Mar 31, 26 | +2.00K | 0.00% |
| Rakuten Securities, Inc. | 1.95K | Mar 31, 26 | -2.25K | 0.00% |
| Geneos Wealth Management Inc. | 1.84K | Mar 31, 26 | +1.35K | 0.00% |
| Allworth Financial LP | 1.82K | Mar 31, 26 | +215 | 0.00% |
| Asset Management One Co., Ltd. | 1.80K | Mar 31, 26 | +39 | 0.00% |
| Clearstead Advisors, LLC | 1.50K | Mar 31, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 1.46K | Mar 31, 26 | +233 | 0.00% |
| Anfield Capital Management, LLC | 1.42K | Mar 31, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.25K | Mar 31, 26 | +673 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 1.14K | Mar 31, 26 | +844 | 0.00% |
| Osbon Capital Management LLC | 1.13K | Mar 31, 26 | -- | 0.00% |
| Larson Financial Group LLC | 1.12K | Mar 31, 26 | -10.58K | 0.00% |
| Bogart Wealth, LLC | 1.06K | Mar 31, 26 | +61 | 0.00% |
| Parallel Advisors, LLC | 1.01K | Mar 31, 26 | +68 | 0.00% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 756 | Mar 31, 26 | +756 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 601 | Mar 31, 26 | +123 | 0.00% |
| Sterling Capital Management LLC | 558 | Mar 31, 26 | -7 | 0.00% |
| Plante Moran Financial Advisors, LLC | 512 | Mar 31, 26 | +76 | 0.00% |
| Bank of Jackson Hole Trust | 414 | Mar 31, 26 | +258 | 0.00% |
| Steward Partners Investment Advisory, LLC | 409 | Mar 31, 26 | -610 | 0.00% |
| IFP Advisors, Inc | 406 | Mar 31, 26 | +15 | 0.00% |
| Ancora Advisors, LLC | 375 | Mar 31, 26 | -- | 0.00% |
| Y.D. More Investments Ltd | 370 | Mar 31, 26 | -- | 0.00% |
| Quent Capital, LLC | 334 | Mar 31, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 329 | Mar 31, 26 | +132 | 0.00% |
| Rosenberg Matthew Hamilton | 300 | Mar 31, 26 | -- | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 300 | Mar 31, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 295 | Mar 31, 26 | -1.19K | 0.00% |
| Mirae Asset Global Investments Co., Ltd. | 253 | Mar 31, 26 | -18.07K | 0.00% |
| Triumph Capital Management | 212 | Mar 31, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 212 | Mar 31, 26 | -55 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 204 | Mar 31, 26 | -20 | 0.00% |
| City State Bank | 200 | Mar 31, 26 | -- | 0.00% |
| BRYN MAWR TRUST Co | 200 | Mar 31, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | 200 | Mar 31, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 167 | Mar 31, 26 | +60 | 0.00% |
| Dogwood Wealth Management LLC | 165 | Mar 31, 26 | -- | 0.00% |
| Elequin Securities, LLC | 162 | Mar 31, 26 | -311 | 0.00% |
| AdvisorNet Financial, Inc | 155 | Mar 31, 26 | +5 | 0.00% |
| ADIRONDACK TRUST CO | 150 | Mar 31, 26 | -- | 0.00% |
| MAI Capital Management | 137 | Mar 31, 26 | +123 | 0.00% |
| Golden State Equity Partners | 135 | Mar 31, 26 | +135 | 0.00% |
| Hanson & Doremus Investment Management | 125 | Mar 31, 26 | +125 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 120 | Mar 31, 26 | +10 | 0.00% |
| Covestor Ltd | 113 | Mar 31, 26 | -88 | 0.00% |
| EverSource Wealth Advisors, LLC | 104 | Mar 31, 26 | -57 | 0.00% |
| Cedar Mountain Advisors, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 100 | Mar 31, 26 | -65 | 0.00% |
| Frazier Financial Advisors, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| Main Street Group, LTD | 100 | Mar 31, 26 | +100 | 0.00% |
| Rossby Financial, LCC | 100 | Mar 31, 26 | +100 | 0.00% |
| Physician Wealth Advisors, Inc. | 93 | Mar 31, 26 | +93 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 90 | Mar 31, 26 | +90 | 0.00% |
| Mosley Wealth Management | 86 | Mar 31, 26 | +86 | 0.00% |
| TD Waterhouse Canada Inc. | 83 | Mar 31, 26 | +27 | 0.00% |
| Fortitude Family Office, LLC | 77 | Mar 31, 26 | -35 | 0.00% |
| Centerpoint Advisors, LLC | 75 | Mar 31, 26 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 70 | Mar 31, 26 | -- | 0.00% |
| Vanguard National Trust Co | 68 | Mar 31, 26 | +68 | 0.00% |
| TORONTO DOMINION BANK | 67 | Mar 31, 26 | +61 | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 53 | Mar 31, 26 | -- | 0.00% |
| Avion Wealth | 51 | Mar 31, 26 | -12 | 0.00% |
| Prestige Wealth Management Group LLC | 50 | Mar 31, 26 | -- | 0.00% |
| Financial Freedom, LLC | 50 | Mar 31, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 50 | Mar 31, 26 | +6 | 0.00% |
| YANKCOM Partnership | 48 | Mar 31, 26 | -- | 0.00% |
| NVWM, LLC | 43 | Mar 31, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 41 | Mar 31, 26 | -- | 0.00% |
| PayPay Securities Corp | 39 | Mar 31, 26 | +13 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 37 | Mar 31, 26 | -346 | 0.00% |
| N.E.W. Advisory Services LLC | 34 | Mar 31, 26 | -136 | 0.00% |
| Kohmann Bosshard Financial Services, LLC | 34 | Mar 31, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 29 | Mar 31, 26 | -11 | 0.00% |
| ASSETMARK, INC | 25 | Mar 31, 26 | -2 | 0.00% |
| Missouri Trust & Investment Co | 22 | Mar 31, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 18 | Mar 31, 26 | +2 | 0.00% |
| Sawyer & Company, Inc | 17 | Mar 31, 26 | -- | 0.00% |
| Retirement Wealth Solutions LLC | 15 | Mar 31, 26 | -5 | 0.00% |
| Quaker Wealth Management, LLC | 14 | Mar 31, 26 | +14 | 0.00% |
| IMA Wealth, Inc. | 13 | Mar 31, 26 | -3 | 0.00% |
| True Wealth Design, LLC | 13 | Mar 31, 26 | -56 | 0.00% |
| Fairscale Capital, LLC | 12 | Mar 31, 26 | -- | 0.00% |
| NBT BANK N A /NY | 11 | Mar 31, 26 | +11 | 0.00% |
| JNBA Financial Advisors | 10 | Mar 31, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 10 | Mar 31, 26 | -798 | 0.00% |
| CURIO WEALTH, LLC | 6 | Mar 31, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 6 | Mar 31, 26 | +6 | 0.00% |
| MBM Wealth Consultants, LLC | 5 | Mar 31, 26 | +5 | 0.00% |
| Addison Advisors LLC | 4 | Mar 31, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 4 | Mar 31, 26 | -- | 0.00% |
| Investors Research Corp | 4 | Mar 31, 26 | +4 | 0.00% |
| Transamerica Financial Advisors, Inc. | 2 | Mar 31, 26 | -5 | 0.00% |
| WPG Advisers, LLC | 2 | Mar 31, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 1 | Mar 31, 26 | +1 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Mar 31, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 1 | Mar 31, 26 | -10 | 0.00% |
| Dunhill Financial, LLC | 1 | Mar 31, 26 | -1 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 1 | Mar 31, 26 | -12 | 0.00% |
| DiNuzzo Private Wealth, Inc. | 1 | Mar 31, 26 | -- | 0.00% |
| Daiwa Securities Group Inc. | -- | Mar 31, 26 | -1.37K | -- |
| STRS OHIO | -- | Mar 31, 26 | -3.90K | -- |
| Main Management ETF Advisors, LLC | -- | Mar 31, 26 | -23.49K | -- |
| Annex Advisory Services, LLC | -- | Mar 31, 26 | -421.37K | -- |
| Nishkama Capital, LLC | -- | Mar 31, 26 | -487.06K | -- |
| Wealthfront Advisers LLC | -- | Mar 31, 26 | -8.03K | -- |
| Verition Fund Management LLC | -- | Mar 31, 26 | -69.02K | -- |
| Jericho Capital Asset Management L.P. | -- | Mar 31, 26 | -5.01M | -- |
| CSS LLC/IL | -- | Mar 31, 26 | -497 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Mar 31, 26 | -10.07K | -- |
| Anson Funds Management LP | -- | Mar 31, 26 | -7.83K | -- |
| Perbak Capital Partners LLP | -- | Mar 31, 26 | -7.22K | -- |
| DV Trading LLC | -- | Mar 31, 26 | -25 | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -1.85K | -- |
| Symmetry Partners, LLC | -- | Mar 31, 26 | -6.50K | -- |
| Optiver Holding B.V. | -- | Mar 31, 26 | -172.31K | -- |
| ALBION FINANCIAL GROUP /UT | -- | Mar 31, 26 | -1.00K | -- |
| Azora Capital LP | -- | Mar 31, 26 | -882.23K | -- |
| AMALGAMATED BANK | -- | Mar 31, 26 | -2.68K | -- |
| TRUIST FINANCIAL CORP | -- | Mar 31, 26 | -10.72K | -- |
| SLT Holdings LLC | -- | Mar 31, 26 | -7.00K | -- |
| Twin Tree Management, LP | -- | Mar 31, 26 | -31.82K | -- |
| Gotham Asset Management, LLC | -- | Mar 31, 26 | -5.10K | -- |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | -- | Mar 31, 26 | -21.05K | -- |
| Sequoia Financial Advisors, LLC | -- | Mar 31, 26 | -6.01K | -- |
| Neuberger Berman Group LLC | -- | Mar 31, 26 | -6.53K | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Mar 31, 26 | -32 | -- |
| Polar Asset Management Partners Inc. | -- | Mar 31, 26 | -74.70K | -- |
| Dynamic Technology Lab Private Ltd | -- | Mar 31, 26 | -8.62K | -- |
| Virtus ETF Advisers LLC | -- | Mar 31, 26 | -5.67K | -- |
| XTX Topco Ltd | -- | Mar 31, 26 | -30.52K | -- |
| Gerber Kawasaki Wealth & Investment Management | -- | Mar 31, 26 | -5.33K | -- |
| NewEdge Advisors, LLC | -- | Mar 31, 26 | -410 | -- |
| Carnegie Capital Asset Management, LLC | -- | Mar 31, 26 | -238.16K | -- |
| Elyxium Wealth, LLC | -- | Mar 31, 26 | -539 | -- |
| SHELTON WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -1.00K | -- |
| ZACKS INVESTMENT MANAGEMENT | -- | Mar 31, 26 | -36.45K | -- |
| Sciencast Management LP | -- | Mar 31, 26 | -39.95K | -- |
| ExodusPoint Capital Management, LP | -- | Mar 31, 26 | -25.76K | -- |
| State of New Jersey Common Pension Fund D | -- | Mar 31, 26 | -56.89K | -- |
| BOOTHBAY FUND MANAGEMENT, LLC | -- | Mar 31, 26 | -9.39K | -- |
| Synergy Financial Group, LTD | -- | Mar 31, 26 | -6.23K | -- |
| Carolina Wealth Advisors, LLC | -- | Mar 31, 26 | -4 | -- |
| LAZARD ASSET MANAGEMENT LLC | -- | Mar 31, 26 | -23.45K | -- |
| PRINCIPAL FINANCIAL GROUP INC | -- | Mar 31, 26 | -5.04K | -- |
| Quarry LP | -- | Mar 31, 26 | -58 | -- |
| Foundations Investment Advisors, LLC | -- | Mar 31, 26 | -8.89K | -- |
| Inlight Wealth Management, LLC | -- | Mar 31, 26 | -52 | -- |
| EVERGREEN CAPITAL MANAGEMENT LLC | -- | Mar 31, 26 | -5.55K | -- |
| Empowered Funds, LLC | -- | Mar 31, 26 | -924 | -- |
| Blueshift Asset Management, LLC | -- | Mar 31, 26 | -9.38K | -- |
| Traynor Capital Management, Inc. | -- | Mar 31, 26 | -5.96K | -- |
| Sunbelt Securities, Inc. | -- | Mar 31, 26 | -10 | -- |
| Lighthouse Investment Partners, LLC | -- | Mar 31, 26 | -21.00K | -- |
| Bare Financial Services, Inc | -- | Mar 31, 26 | -57 | -- |
| Susquehanna Portfolio Strategies, LLC | -- | Mar 31, 26 | -7.30K | -- |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | -- | Mar 31, 26 | -6.01K | -- |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Mar 31, 26 | -5.83K | -- |
| PRAKASH INVESTMENT ADVISORS LLC | -- | Mar 31, 26 | -5.24K | -- |
| Merit Financial Group, LLC | -- | Mar 31, 26 | -4.99K | -- |
| Castle Hook Partners LP | -- | Mar 31, 26 | -48.55K | -- |
| Vermillion & White Wealth Management Group, LLC | -- | Mar 31, 26 | -31 | -- |
| Murphy & Mullick Capital Management Corp | -- | Mar 31, 26 | -10 | -- |
| INCEPTIONR LLC | -- | Mar 31, 26 | -4.61K | -- |
| WELLINGTON MANAGEMENT GROUP LLP | -- | Mar 31, 26 | -489.22K | -- |
| Fieldview Capital Management, LLC | -- | Mar 31, 26 | -6.74K | -- |
| Nova Wealth Management, Inc. | -- | Mar 31, 26 | -195 | -- |
| Atlantic Union Bankshares Corp | -- | Mar 31, 26 | -27 | -- |
| Interval Partners, LP | -- | Mar 31, 26 | -112.29K | -- |
| MIRABELLA FINANCIAL SERVICES LLP | -- | Mar 31, 26 | -12.32K | -- |
| Jump Financial, LLC | -- | Mar 31, 26 | -66.39K | -- |
| Stone House Investment Management, LLC | -- | Mar 31, 26 | -12 | -- |
| SIMPLEX TRADING, LLC | -- | Mar 31, 26 | -48.17K | -- |
| Firsthand Capital Management, Inc. | -- | Mar 31, 26 | -10.00K | -- |
| DANSKE BANK A/S | -- | Mar 31, 26 | -200 | -- |
| Bayforest Capital Ltd | -- | Mar 31, 26 | -562 | -- |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | -- | Mar 31, 26 | -110.69K | -- |
| KLCM Advisors, Inc. | -- | Mar 31, 26 | -5.25K | -- |
| J. Goldman & Co LP | -- | Mar 31, 26 | -211.15K | -- |
| OMERS ADMINISTRATION Corp | -- | Mar 31, 26 | -26.84K | -- |
| Resources Investment Advisors, LLC. | -- | Mar 31, 26 | -6.77K | -- |
| Caprock Group, LLC | -- | Mar 31, 26 | -7.72K | -- |
| Strategic Advocates LLC | -- | Mar 31, 26 | -21 | -- |
| Hidden Lake Asset Management LP | -- | Mar 31, 26 | -316.59K | -- |
| Hughes Financial Services, LLC | -- | Mar 31, 26 | -4 | -- |
| Private Wealth Management Group, LLC | -- | Mar 31, 26 | -39 | -- |
| VANGUARD GROUP INC | 8.07M | Dec 31, 25 | -167.06K | 8.44% |
| NORGES BANK | 1.14M | Dec 31, 25 | +1.14M | 1.19% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 83.02K | Dec 31, 25 | -11 | 0.09% |
| TWO SIGMA ADVISERS, LP | 33.00K | Dec 31, 25 | -269.90K | 0.03% |
| Altshuler Shaham Ltd | 27.00K | Dec 31, 25 | +17.35K | 0.03% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 17.19K | Dec 31, 25 | +17.19K | 0.02% |
| Royal Fund Management, LLC | 16.74K | Dec 31, 25 | -8.84K | 0.02% |
| EMC Capital Management | 11.05K | Dec 31, 25 | +1.20K | 0.01% |
| CTC LLC | 9.29K | Dec 31, 25 | -6.20K | 0.01% |
| CIBC WORLD MARKETS CORP | 5.64K | Dec 31, 25 | +5.64K | 0.01% |
| Western Wealth Management, LLC | 5.03K | Dec 31, 25 | +5.03K | 0.01% |
| COMERICA BANK | 4.46K | Dec 31, 25 | -16.89K | 0.00% |
| Quest Partners LLC | 4.20K | Dec 31, 25 | -11.69K | 0.00% |
| SageView Advisory Group, LLC | 259 | Dec 31, 25 | +259 | 0.00% |
| Global Retirement Partners, LLC | 114 | Dec 31, 25 | -136 | 0.00% |
| Heritage Wealth Advisors | 100 | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 31 | Dec 31, 25 | +24 | 0.00% |
| Sunbelt Securities, Inc. | 10 | Dec 31, 25 | -52 | 0.00% |
| Silicon Valley Capital Partners | 10 | Dec 31, 25 | -- | 0.00% |
| Asset Dedication, LLC | 8 | Dec 31, 25 | -- | 0.00% |
| GROUPAMA ASSET MANAGMENT | -- | Dec 31, 25 | -500.00K | -- |
| Groupe la Francaise | -- | Dec 31, 25 | -850 | -- |
| VIRGINIA RETIREMENT SYSTEMS ET AL | -- | Dec 31, 25 | -7.50K | -- |
| Edgestream Partners, L.P. | -- | Dec 31, 25 | -89.84K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -31 | -- |
| Pine Valley Investments Ltd Liability Co | -- | Dec 31, 25 | -162 | -- |
| AXA Investment Managers S.A. | 92.47K | Sep 30, 25 | +92.47K | 0.10% |
| WOLVERINE TRADING, LLC | 13.48K | Sep 30, 25 | -36.53K | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 410 | Sep 30, 25 | -100 | 0.00% |
| SHELL ASSET MANAGEMENT CO | 228 | Sep 30, 25 | -486 | 0.00% |
| Hemington Wealth Management | 46 | Sep 30, 25 | -- | 0.00% |
| West Oak Capital, LLC | 25 | Sep 30, 25 | -- | 0.00% |
| Guerra Advisors Inc | 5 | Sep 30, 25 | +5 | 0.00% |
| Point72 (DIFC) Ltd | -- | Sep 30, 25 | -1.07K | -- |
| Cubist Systematic Strategies, LLC | -- | Sep 30, 25 | -194.85K | -- |
| Nebula Research & Development LLC | 60.69K | Jun 30, 25 | +51.75K | 0.06% |
| Tyler-Stone Wealth Management | 39.63K | Jun 30, 25 | -15.20K | 0.04% |
| Atria Wealth Solutions, Inc. | 8.93K | Jun 30, 25 | +964 | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 4.17K | Jun 30, 25 | +4.17K | 0.00% |
| PrairieView Partners, LLC | 300 | Jun 30, 25 | -- | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | Jun 30, 25 | +1 | 0.00% |
| Lindbrook Capital, LLC | 254 | Mar 31, 25 | -26 | 0.00% |
| Nuveen Asset Management, LLC | 440.29K | Dec 31, 24 | -26.44K | 0.46% |
| Cassady Schiller Wealth Management, LLC | 5.01K | Dec 31, 24 | -189 | 0.01% |
| Virtus Fund Advisers, LLC | 518 | Dec 31, 24 | +518 | 0.00% |
| WR Wealth Planners, LLC | 27 | Dec 31, 24 | -187 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 86.36K | Sep 30, 24 | -9.36K | 0.09% |
| SEVEN EIGHT CAPITAL, LP | 56.23K | Sep 30, 24 | -167.38K | 0.06% |
| LifePro Asset Management | 50.18K | Sep 30, 24 | +50.18K | 0.05% |
| PEAK6 Investments LLC | 18.04K | Sep 30, 24 | +18.04K | 0.02% |
| RAYMOND JAMES & ASSOCIATES | 6.73K | Sep 30, 24 | +6.73K | 0.01% |
| Carmichael Hill & Associates, Inc. | -- | Sep 30, 24 | -18 | -- |
| BlackRock Inc. | 5.66M | Jun 30, 24 | +319.34K | 5.92% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 3.42K | Jun 30, 24 | +1.68K | 0.00% |
| ICA Group Wealth Management, LLC | 90 | Jun 30, 24 | -1.45K | 0.00% |
| Custom Portfolio Group LLC | -- | Jun 30, 24 | -482 | -- |
| CREDIT SUISSE AG/ | 71.57K | Mar 31, 24 | -223 | 0.07% |
| Cetera Advisors LLC | 17.26K | Mar 31, 24 | +6.90K | 0.02% |
| Cutler Group LLC / CA | 813 | Mar 31, 24 | +713 | 0.00% |
| Cipher Capital LP | -- | Mar 31, 24 | -17.71K | -- |
| DUALITY ADVISERS, LP | -- | Mar 31, 24 | -9.86K | -- |
| AtonRa Partners | 3.96K | Dec 31, 23 | -1.23K | 0.00% |
| Rollins Financial | -- | Dec 31, 23 | -37.69K | -- |
| PATHSTONE FAMILY OFFICE, LLC | 397.06K | Sep 30, 23 | +4.39K | 0.41% |
| Column Capital Advisors, LLC | 610 | Sep 30, 23 | -- | 0.00% |
| Ergoteles LLC | -- | Sep 30, 23 | -43.92K | -- |
| Quantamental Technologies LLC | -- | Sep 30, 23 | -9.40K | -- |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -6.74K | -- |
| PICTET ASSET MANAGEMENT SA | 94.94K | Jun 30, 23 | -100.88K | 0.10% |
| Brainard Capital Management LLC | 391.67K | Mar 31, 23 | -- | 0.41% |
| Cribstone Capital Management, LLC | 300 | Dec 31, 22 | -- | 0.00% |
| SEEYOND | -- | Dec 31, 22 | -1.19K | -- |
| Alpha Paradigm Partners, LLC | -- | Dec 31, 22 | -382 | -- |
| American Portfolios Advisors | 54.39K | Sep 30, 22 | +52.08K | 0.06% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17.88K | Sep 30, 22 | +5.39K | 0.02% |
| EATON VANCE MANAGEMENT | 15.66K | Sep 30, 22 | +1.69K | 0.02% |
| WIPFLI FINANCIAL ADVISORS LLC, | 444 | Sep 30, 22 | +444 | 0.00% |
| MUFG Americas Holdings Corp | 125 | Sep 30, 22 | +125 | 0.00% |
| Covington Capital Management | 50 | Sep 30, 22 | -- | 0.00% |
| Surevest, LLC | -- | Sep 30, 22 | -5 | -- |
| ACG Wealth | -- | Sep 30, 22 | -205 | -- |
| Kore Private Wealth LLC | -- | Sep 30, 22 | -17.50K | -- |
| Private Capital Group, LLC | 41 | Jun 30, 22 | -- | 0.00% |
| Lake Point Wealth Management | 35 | Jun 30, 22 | -- | 0.00% |
| BREWIN DOLPHIN LTD | 14 | Jun 30, 22 | +14 | 0.00% |
| Titus Wealth Management | -- | Jun 30, 22 | -3.77K | -- |
| Intersect Capital LLC | -- | Jun 30, 22 | -1.88K | -- |
| HC FINANCIAL ADVISORS INC | -- | Jun 30, 22 | -180 | -- |
| B. Riley Wealth Management, Inc. | -- | Jun 30, 22 | -5.73K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 105.62K | Mar 31, 22 | +81.20K | 0.11% |
| Amalgamated Financial Corp. | 10.88K | Mar 31, 22 | +10.88K | 0.01% |
| Holloway Wealth Management, LLC | 82 | Mar 31, 22 | -- | 0.00% |
| Myriad Asset Management Ltd. | -- | Mar 31, 22 | -40.00K | -- |
| Lenox Wealth Advisors, LLC | -- | Mar 31, 22 | -5 | -- |
| NEXT Financial Group, Inc | 3.90K | Dec 31, 21 | +587 | 0.00% |
| VIVID FINANCIAL MANAGEMENT, INC. | 2.04K | Dec 31, 21 | -444 | 0.00% |
| Paradigm Financial Advisors, LLC | 1.87K | Dec 31, 21 | +429 | 0.00% |
| Carroll Financial Associates, Inc. | 106 | Dec 31, 21 | +6 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 17 | Dec 31, 21 | +17 | 0.00% |
| LEVEL FOUR FINANCIAL, LLC | 6.63K | Sep 30, 21 | +6.63K | 0.01% |
| World Asset Management Inc | 644 | Sep 30, 21 | +644 | 0.00% |
| Berman Capital Advisors, LLC | 134 | Sep 30, 21 | +134 | 0.00% |
| Homrich & Berg | -- | Sep 30, 21 | -1.27K | -- |
| PICTET ASSET MANAGEMENT LTD | 148.78K | Jun 30, 21 | -48.44K | 0.16% |
| Stone Ridge Asset Management LLC | 3.69M | Mar 31, 21 | -- | 3.85% |
| AMUNDI ASSET MANAGEMENT US, INC. | 266.90K | Mar 31, 21 | +266.90K | 0.28% |