URTH(URTH)
URTH
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 2.16M | Mar 31, 26 | +128.69K | 5.42% |
| Federation des caisses Desjardins du Quebec | 1.60M | Mar 31, 26 | +521.89K | 4.02% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.17M | Mar 31, 26 | +1.17M | 2.93% |
| TORONTO DOMINION BANK | 998.28K | Mar 31, 26 | +998.28K | 2.51% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 638.47K | Mar 31, 26 | +638.47K | 1.60% |
| GOLDMAN SACHS GROUP INC | 590.84K | Mar 31, 26 | +48.29K | 1.48% |
| BANK OF AMERICA CORP /DE/ | 562.43K | Mar 31, 26 | -4.56K | 1.41% |
| Banco Santander, S.A. | 440.26K | Mar 31, 26 | +134.43K | 1.11% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 407.99K | Mar 31, 26 | -83.25K | 1.03% |
| MORGAN STANLEY | 365.84K | Mar 31, 26 | -332.87K | 0.92% |
| PRUDENTIAL PLC | 350.37K | Mar 31, 26 | -115.13K | 0.88% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 350.00K | Mar 31, 26 | -3.02K | 0.88% |
| BANK OF MONTREAL /CAN/ | 323.71K | Mar 31, 26 | +47.48K | 0.81% |
| Evensky & Katz LLC | 287.98K | Mar 31, 26 | -365 | 0.72% |
| BARINGS LLC | 265.38K | Mar 31, 26 | -23.55K | 0.67% |
| JPMORGAN CHASE & CO | 253.77K | Mar 31, 26 | -7.46K | 0.64% |
| Mirae Asset Global Investments Co., Ltd. | 246.52K | Mar 31, 26 | +26.91K | 0.62% |
| LPL Financial LLC | 243.88K | Mar 31, 26 | +9.99K | 0.61% |
| BlackRock, Inc. | 222.13K | Mar 31, 26 | +2.22K | 0.56% |
| BROWN ADVISORY INC | 186.04K | Mar 31, 26 | +100.28K | 0.47% |
| CI INVESTMENTS INC. | 183.61K | Mar 31, 26 | -207.79K | 0.46% |
| UBS Group AG | 181.84K | Mar 31, 26 | +1.10K | 0.46% |
| ENVESTNET ASSET MANAGEMENT INC | 181.80K | Mar 31, 26 | -136.55K | 0.46% |
| JANE STREET GROUP, LLC | 180.99K | Mar 31, 26 | +180.99K | 0.45% |
| PRINCIPAL FINANCIAL GROUP INC | 170.38K | Mar 31, 26 | +10.19K | 0.43% |
| Pictet North America Advisors SA | 160.10K | Mar 31, 26 | +138.30K | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 154.54K | Mar 31, 26 | +10.86K | 0.39% |
| ANGELES WEALTH MANAGEMENT, LLC | 117.70K | Mar 31, 26 | -4.68K | 0.30% |
| Evelyn Partners Investment Management (Europe) Ltd | 104.94K | Mar 31, 26 | +797 | 0.26% |
| Gerber Kawasaki Wealth & Investment Management | 103.33K | Mar 31, 26 | +50 | 0.26% |
| Marex Group plc | 89.25K | Mar 31, 26 | +83.80K | 0.22% |
| Cetera Investment Advisers | 80.45K | Mar 31, 26 | -7.35K | 0.20% |
| Empire Life Investments Inc. | 77.14K | Mar 31, 26 | -5.60K | 0.19% |
| WELLS FARGO & COMPANY/MN | 68.72K | Mar 31, 26 | +4.43K | 0.17% |
| Silphium Asset Management Ltd | 68.20K | Mar 31, 26 | +68.20K | 0.17% |
| PRUDENTIAL FINANCIAL INC | 67.25K | Mar 31, 26 | +10.10K | 0.17% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 67.23K | Mar 31, 26 | +12.27K | 0.17% |
| Bank Julius Baer & Co. Ltd, Zurich | 65.20K | Mar 31, 26 | -4.58K | 0.16% |
| FLOW TRADERS U.S. LLC | 60.70K | Mar 31, 26 | +60.70K | 0.15% |
| Inherent Management Corp. | 60.65K | Mar 31, 26 | -- | 0.15% |
| MACKENZIE FINANCIAL CORP | 60.34K | Mar 31, 26 | +20.80K | 0.15% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 57.70K | Mar 31, 26 | +8.70K | 0.14% |
| Investments & Financial Planning, LLC | 55.85K | Mar 31, 26 | +1.51K | 0.14% |
| Bleakley Financial Group, LLC | 55.27K | Mar 31, 26 | +2 | 0.14% |
| Compagnie Lombard Odier SCmA | 53.86K | Mar 31, 26 | -3.54K | 0.14% |
| Keystone Global Partners, LLC | 50.42K | Mar 31, 26 | +17.54K | 0.13% |
| Fulcrum Equity Management | 46.19K | Mar 31, 26 | -- | 0.12% |
| Lido Advisors, LLC | 46.08K | Mar 31, 26 | -27.35K | 0.12% |
| HSBC HOLDINGS PLC | 42.99K | Mar 31, 26 | +12.69K | 0.11% |
| B. Riley Wealth Advisors, Inc. | 35.70K | Mar 31, 26 | +35.70K | 0.09% |
| BANQUE PICTET & CIE SA | 34.90K | Mar 31, 26 | +8.54K | 0.09% |
| BARCLAYS PLC | 32.73K | Mar 31, 26 | +32.73K | 0.08% |
| DRW Securities, LLC | 31.52K | Mar 31, 26 | +31.52K | 0.08% |
| ICONIQ Capital, LLC | 29.11K | Mar 31, 26 | -- | 0.07% |
| Evelyn Partners Asset Management Ltd | 28.83K | Mar 31, 26 | +65 | 0.07% |
| NewEdge Advisors, LLC | 28.42K | Mar 31, 26 | +571 | 0.07% |
| TD Waterhouse Canada Inc. | 27.93K | Mar 31, 26 | -909 | 0.07% |
| AMERIPRISE FINANCIAL INC | 27.29K | Mar 31, 26 | -116 | 0.07% |
| HRT FINANCIAL LP | 25.64K | Mar 31, 26 | +25.64K | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.50K | Mar 31, 26 | -179 | 0.06% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 25.43K | Mar 31, 26 | -990 | 0.06% |
| PKO Investment Management Joint-Stock Co | 24.80K | Mar 31, 26 | -- | 0.06% |
| MML INVESTORS SERVICES, LLC | 24.25K | Mar 31, 26 | -25.08K | 0.06% |
| Mount Capital Ltd | 23.73K | Mar 31, 26 | -- | 0.06% |
| BBR PARTNERS, LLC | 21.42K | Mar 31, 26 | -1.02K | 0.05% |
| BEAM WEALTH ADVISORS, INC. | 21.03K | Mar 31, 26 | -1.50K | 0.05% |
| Sequoia Financial Advisors, LLC | 20.66K | Mar 31, 26 | -1.26K | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 18.93K | Mar 31, 26 | -- | 0.05% |
| WBH ADVISORY INC | 18.06K | Mar 31, 26 | -117 | 0.05% |
| FISCHER INVESTMENT STRATEGIES, LLC | 18.00K | Mar 31, 26 | -6.01K | 0.05% |
| FIRST TRUST ADVISORS LP | 17.76K | Mar 31, 26 | -- | 0.04% |
| Cresset Asset Management, LLC | 17.29K | Mar 31, 26 | -901 | 0.04% |
| Avestar Capital, LLC | 17.14K | Mar 31, 26 | -- | 0.04% |
| FIFTH THIRD SECURITIES, INC. | 16.61K | Mar 31, 26 | +1.09K | 0.04% |
| Auxano Advisors, LLC | 16.31K | Mar 31, 26 | +14.04K | 0.04% |
| Main Street Research LLC | 14.74K | Mar 31, 26 | -396 | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 14.68K | Mar 31, 26 | -1.87K | 0.04% |
| Sheridan Capital Management, LLC | 13.42K | Mar 31, 26 | -199 | 0.03% |
| 1832 Asset Management L.P. | 13.04K | Mar 31, 26 | -346 | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 12.90K | Mar 31, 26 | -11 | 0.03% |
| TD PRIVATE CLIENT WEALTH LLC | 12.65K | Mar 31, 26 | -10.27K | 0.03% |
| UBS ASSET MANAGEMENT AMERICAS INC | 12.60K | Mar 31, 26 | +9.39K | 0.03% |
| Evelyn Partners Investment Management LLP | 11.53K | Mar 31, 26 | +1.46K | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 11.24K | Mar 31, 26 | +5.62K | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 11.08K | Mar 31, 26 | +3.43K | 0.03% |
| Sierra Capital LLC | 10.80K | Mar 31, 26 | -- | 0.03% |
| CITADEL ADVISORS LLC | 10.29K | Mar 31, 26 | -459 | 0.03% |
| Vontobel Holding Ltd. | 10.21K | Mar 31, 26 | -1.01K | 0.03% |
| VICTORY CAPITAL MANAGEMENT INC | 9.66K | Mar 31, 26 | -- | 0.02% |
| Capital Investment Advisors, LLC | 8.93K | Mar 31, 26 | -- | 0.02% |
| Sanctuary Advisors, LLC | 8.84K | Mar 31, 26 | -453 | 0.02% |
| Jefferies Financial Group Inc. | 8.33K | Mar 31, 26 | +8.33K | 0.02% |
| Resources Investment Advisors, LLC. | 7.59K | Mar 31, 26 | +1.23K | 0.02% |
| FMR LLC | 7.52K | Mar 31, 26 | +488 | 0.02% |
| Beacon Pointe Advisors, LLC | 7.48K | Mar 31, 26 | +7.48K | 0.02% |
| BLAIR WILLIAM & CO/IL | 7.43K | Mar 31, 26 | +415 | 0.02% |
| Retirement Planning Group | 7.23K | Mar 31, 26 | -9 | 0.02% |
| SYM FINANCIAL Corp | 7.07K | Mar 31, 26 | +5.26K | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 6.93K | Mar 31, 26 | -7.44K | 0.02% |
| Squarepoint Ops LLC | 6.84K | Mar 31, 26 | +6.84K | 0.02% |
| Lorne Steinberg Wealth Management Inc. | 6.64K | Mar 31, 26 | -272 | 0.02% |
| CIDEL ASSET MANAGEMENT INC | 6.56K | Mar 31, 26 | -845 | 0.02% |
| Mariner, LLC | 6.54K | Mar 31, 26 | -158 | 0.02% |
| Union Bancaire Privee, UBP SA | 6.50K | Mar 31, 26 | +335 | 0.02% |
| LOM Asset Management Ltd | 6.24K | Mar 31, 26 | +1.00K | 0.02% |
| Cartesian Growth Corp | 6.13K | Mar 31, 26 | -- | 0.02% |
| PARK AVENUE SECURITIES LLC | 6.06K | Mar 31, 26 | +1.75K | 0.02% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 6.03K | Mar 31, 26 | -137 | 0.02% |
| Atomi Financial Group, Inc. | 5.96K | Mar 31, 26 | +497 | 0.01% |
| Colony Group, LLC | 5.52K | Mar 31, 26 | +21 | 0.01% |
| Schusterman Interests, LLC | 5.38K | Mar 31, 26 | -- | 0.01% |
| Cerity Partners LLC | 5.38K | Mar 31, 26 | -- | 0.01% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5.31K | Mar 31, 26 | -90 | 0.01% |
| Fundamentum, LLC | 5.27K | Mar 31, 26 | +374 | 0.01% |
| Pekin Hardy Strauss, Inc. | 5.10K | Mar 31, 26 | -3.70K | 0.01% |
| CITIGROUP INC | 4.86K | Mar 31, 26 | +3.77K | 0.01% |
| Waverly Advisors, LLC | 4.35K | Mar 31, 26 | +529 | 0.01% |
| CX Institutional | 4.30K | Mar 31, 26 | -15 | 0.01% |
| Strategic Blueprint, LLC | 4.08K | Mar 31, 26 | -- | 0.01% |
| Valeo Financial Advisors, LLC | 4.07K | Mar 31, 26 | -- | 0.01% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4.05K | Mar 31, 26 | +4.05K | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.04K | Mar 31, 26 | +4.04K | 0.01% |
| RETIREMENT INCOME SOLUTIONS, INC | 3.98K | Mar 31, 26 | -- | 0.01% |
| Equitable Holdings, Inc. | 3.97K | Mar 31, 26 | +82 | 0.01% |
| Wealthspire Advisors, LLC | 3.96K | Mar 31, 26 | +43 | 0.01% |
| GLENMEDE TRUST CO NA | 3.93K | Mar 31, 26 | -- | 0.01% |
| CIBC WORLD MARKET INC. | 3.86K | Mar 31, 26 | +1.61K | 0.01% |
| Snowden Capital Advisors LLC | 3.70K | Mar 31, 26 | -311 | 0.01% |
| HighTower Advisors, LLC | 3.64K | Mar 31, 26 | +373 | 0.01% |
| Joel Isaacson & Co., LLC | 3.56K | Mar 31, 26 | -529 | 0.01% |
| Belvedere Trading LLC | 3.55K | Mar 31, 26 | +3.55K | 0.01% |
| Modern Wealth Management, LLC | 3.36K | Mar 31, 26 | +3.36K | 0.01% |
| Robertson Stephens Wealth Management, LLC | 3.30K | Mar 31, 26 | +1 | 0.01% |
| SAGESPRING WEALTH PARTNERS, LLC | 3.24K | Mar 31, 26 | -187 | 0.01% |
| KDT Advisors, LLC | 3.10K | Mar 31, 26 | -- | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.05K | Mar 31, 26 | -- | 0.01% |
| Advisory Services Network, LLC | 3.02K | Mar 31, 26 | +70 | 0.01% |
| SIMPLEX TRADING, LLC | 3.01K | Mar 31, 26 | +2.27K | 0.01% |
| Arlington Financial Advisors, LLC | 2.98K | Mar 31, 26 | -- | 0.01% |
| Chicago Partners Investment Group LLC | 2.91K | Mar 31, 26 | +82 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 2.86K | Mar 31, 26 | +100 | 0.01% |
| M&T BANK CORP | 2.75K | Mar 31, 26 | -5.63K | 0.01% |
| TRUIST FINANCIAL CORP | 2.69K | Mar 31, 26 | -838 | 0.01% |
| Ausdal Financial Partners, Inc. | 2.66K | Mar 31, 26 | -- | 0.01% |
| Jaffetilchin Investment Partners, LLC | 2.65K | Mar 31, 26 | -- | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 2.64K | Mar 31, 26 | -- | 0.01% |
| SG Americas Securities, LLC | 2.62K | Mar 31, 26 | -- | 0.01% |
| Independent Advisor Alliance | 2.61K | Mar 31, 26 | +2.61K | 0.01% |
| Perigon Wealth Management, LLC | 2.56K | Mar 31, 26 | -- | 0.01% |
| London & Capital Asset Management Ltd | 2.54K | Mar 31, 26 | -- | 0.01% |
| Allie Family Office LLC | 2.48K | Mar 31, 26 | -- | 0.01% |
| Arbor Investment Advisors, LLC | 2.48K | Mar 31, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.41K | Mar 31, 26 | -- | 0.01% |
| IEQ CAPITAL, LLC | 2.36K | Mar 31, 26 | -- | 0.01% |
| Rehmann Capital Advisory Group | 2.33K | Mar 31, 26 | -- | 0.01% |
| GTS SECURITIES LLC | 2.32K | Mar 31, 26 | +28 | 0.01% |
| StoneX Group Inc. | 2.28K | Mar 31, 26 | -702 | 0.01% |
| Bank of New York Mellon Corp | 2.27K | Mar 31, 26 | -6.63K | 0.01% |
| Farther Finance Advisors, LLC | 2.23K | Mar 31, 26 | +1.80K | 0.01% |
| BridgePort Financial Solutions, LLC | 2.17K | Mar 31, 26 | -- | 0.01% |
| Beaumont Financial Advisors, LLC | 2.07K | Mar 31, 26 | -- | 0.01% |
| Allworth Financial LP | 2.04K | Mar 31, 26 | -- | 0.01% |
| BlackDiamond Wealth Management Inc. | 1.92K | Mar 31, 26 | +71 | 0.00% |
| MidAtlantic Capital Management, Inc. | 1.90K | Mar 31, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 1.88K | Mar 31, 26 | -28 | 0.00% |
| Smartleaf Asset Management LLC | 1.88K | Mar 31, 26 | -92 | 0.00% |
| BFI Infinity Ltd. | 1.79K | Mar 31, 26 | -265 | 0.00% |
| SEEDS INVESTOR LLC | 1.72K | Mar 31, 26 | -3.76K | 0.00% |
| WHITTIER TRUST CO | 1.71K | Mar 31, 26 | -- | 0.00% |
| WEALTHGARDEN F.S. LLC | 1.66K | Mar 31, 26 | -13 | 0.00% |
| EP Wealth Advisors, LLC | 1.66K | Mar 31, 26 | -- | 0.00% |
| Horst & Graben Wealth Management LLC | 1.61K | Mar 31, 26 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.60K | Mar 31, 26 | +96 | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 1.60K | Mar 31, 26 | -307 | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.59K | Mar 31, 26 | -- | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 1.50K | Mar 31, 26 | -- | 0.00% |
| Summit Financial, LLC | 1.46K | Mar 31, 26 | -5 | 0.00% |
| JDM Financial Group LLC | 1.46K | Mar 31, 26 | -- | 0.00% |
| Sovran Advisors, LLC | 1.43K | Mar 31, 26 | +270 | 0.00% |
| North Berkeley Wealth Management, LLC | 1.40K | Mar 31, 26 | +1.40K | 0.00% |
| CHOREO, LLC | 1.33K | Mar 31, 26 | -35 | 0.00% |
| J.Safra Asset Management Corp | 1.27K | Mar 31, 26 | -- | 0.00% |
| Rathbones Group PLC | 1.25K | Mar 31, 26 | +1.25K | 0.00% |
| Kestra Advisory Services, LLC | 1.23K | Mar 31, 26 | -619 | 0.00% |
| Prosperity Consulting Group, LLC | 1.22K | Mar 31, 26 | +1.22K | 0.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.21K | Mar 31, 26 | -186 | 0.00% |
| Dash Acquisitions Inc. | 1.20K | Mar 31, 26 | -6 | 0.00% |
| CI Private Wealth, LLC | 1.18K | Mar 31, 26 | -120 | 0.00% |
| PRINCIPAL SECURITIES, INC. | 1.18K | Mar 31, 26 | -175 | 0.00% |
| ASPIRIANT, LLC | 1.18K | Mar 31, 26 | -121 | 0.00% |
| Allegheny Financial Group LTD | 1.15K | Mar 31, 26 | -- | 0.00% |
| Creative Planning | 1.15K | Mar 31, 26 | +1.15K | 0.00% |
| Compass Ion Advisors, LLC | 1.15K | Mar 31, 26 | -- | 0.00% |
| Paulson Wealth Management Inc. | 1.13K | Mar 31, 26 | +1.13K | 0.00% |
| Holos Integrated Wealth LLC | 1.11K | Mar 31, 26 | -176 | 0.00% |
| FAS Wealth Partners, Inc. | 1.07K | Mar 31, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 1.06K | Mar 31, 26 | -2.83K | 0.00% |
| US BANCORP \DE\ | 1.05K | Mar 31, 26 | -1.17K | 0.00% |
| Geneos Wealth Management Inc. | 1.01K | Mar 31, 26 | -- | 0.00% |
| JTC Employer Solutions Trustee Ltd | 878 | Mar 31, 26 | -- | 0.00% |
| LFA - Lugano Financial Advisors SA | 723 | Mar 31, 26 | +124 | 0.00% |
| Gen-Wealth Partners Inc | 617 | Mar 31, 26 | -- | 0.00% |
| CENTAURUS FINANCIAL, INC. | 614 | Mar 31, 26 | -- | 0.00% |
| WealthShield Partners, LLC | 600 | Mar 31, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 515 | Mar 31, 26 | -693 | 0.00% |
| Activest Wealth Management | 447 | Mar 31, 26 | -- | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 439 | Mar 31, 26 | -- | 0.00% |
| TSFG, LLC | 403 | Mar 31, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 400 | Mar 31, 26 | -- | 0.00% |
| Washington Trust Advisors, Inc. | 394 | Mar 31, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 339 | Mar 31, 26 | -736 | 0.00% |
| FIFTH THIRD BANCORP | 318 | Mar 31, 26 | +318 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 310 | Mar 31, 26 | +310 | 0.00% |
| Close Asset Management Ltd | 300 | Mar 31, 26 | -- | 0.00% |
| WEBSTER BANK, N. A. | 300 | Mar 31, 26 | -- | 0.00% |
| Guardian Partners Inc. | 293 | Mar 31, 26 | +293 | 0.00% |
| MAI Capital Management | 281 | Mar 31, 26 | -328 | 0.00% |
| PRIVATE TRUST CO NA | 238 | Mar 31, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 231 | Mar 31, 26 | +205 | 0.00% |
| Y.D. More Investments Ltd | 215 | Mar 31, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 200 | Mar 31, 26 | -- | 0.00% |
| ASSETMARK, INC | 186 | Mar 31, 26 | +186 | 0.00% |
| Sunbelt Securities, Inc. | 173 | Mar 31, 26 | -- | 0.00% |
| Archer Investment Corp | 170 | Mar 31, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 147 | Mar 31, 26 | -- | 0.00% |
| Ameliora Wealth Management Ltd. | 136 | Mar 31, 26 | -64 | 0.00% |
| Clearstead Advisors, LLC | 125 | Mar 31, 26 | -137 | 0.00% |
| Investors Research Corp | 121 | Mar 31, 26 | -130 | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 106 | Mar 31, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 103 | Mar 31, 26 | +28 | 0.00% |
| SIGNATUREFD, LLC | 74 | Mar 31, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 62 | Mar 31, 26 | +10 | 0.00% |
| Westside Investment Management, Inc. | 60 | Mar 31, 26 | -- | 0.00% |
| Stone House Investment Management, LLC | 39 | Mar 31, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 35 | Mar 31, 26 | +35 | 0.00% |
| VANGUARD ADVISERS INC | 26 | Mar 31, 26 | +26 | 0.00% |
| HighMark Wealth Management LLC | 25 | Mar 31, 26 | +25 | 0.00% |
| Larson Financial Group LLC | 25 | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 22 | Mar 31, 26 | +22 | 0.00% |
| IFP Advisors, Inc | 21 | Mar 31, 26 | +10 | 0.00% |
| Roble, Belko & Company, Inc | 14 | Mar 31, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 6 | Mar 31, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 1 | Mar 31, 26 | -- | 0.00% |
| AE Wealth Management LLC | 1 | Mar 31, 26 | -- | 0.00% |
| EXCHANGE TRADED CONCEPTS, LLC | -- | Mar 31, 26 | -14 | -- |
| Moneda S.A. Administradora General de Fondos | -- | Mar 31, 26 | -2.58K | -- |
| Brevan Howard Capital Management LP | -- | Mar 31, 26 | -1.82K | -- |
| PERSONAL CFO SOLUTIONS, LLC | -- | Mar 31, 26 | -2.42K | -- |
| Buckingham Strategic Partners | -- | Mar 31, 26 | -1.65K | -- |
| TIFF ADVISORY SERVICES INC | -- | Mar 31, 26 | -202 | -- |
| NBC SECURITIES, INC. | -- | Mar 31, 26 | -44 | -- |
| First Heartland Consultants, Inc. | -- | Mar 31, 26 | -1.60K | -- |
| TUDOR INVESTMENT CORP ET AL | -- | Mar 31, 26 | -2.10K | -- |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Mar 31, 26 | -2.15K | -- |
| LWM Advisory Services, LLC | -- | Mar 31, 26 | -3.90K | -- |
| QRG CAPITAL MANAGEMENT, INC. | -- | Mar 31, 26 | -1.98K | -- |
| BTG Pactual Asset Management US LLC | -- | Mar 31, 26 | -3.57K | -- |
| CAUSEWAY CAPITAL MANAGEMENT LLC | -- | Mar 31, 26 | -10.63K | -- |
| Atria Investments, Inc | -- | Mar 31, 26 | -1.78K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Mar 31, 26 | -8.50K | -- |
| Arizona PSPRS Trust | -- | Mar 31, 26 | -118.58K | -- |
| Financial Engines Advisors L.L.C. | -- | Mar 31, 26 | -1.08K | -- |
| STATE STREET CORP | -- | Mar 31, 26 | -48.46K | -- |
| FWL INVESTMENT MANAGEMENT, LLC | -- | Mar 31, 26 | -20 | -- |
| Magnus Financial Group LLC | -- | Mar 31, 26 | -1.53K | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Mar 31, 26 | -4.18K | -- |
| GAM Holding AG | 137.30K | Dec 31, 25 | +241 | 0.34% |
| Litman Gregory Wealth Management LLC | 7.95K | Dec 31, 25 | -1.40K | 0.02% |
| Main Street Financial Solutions, LLC | 3.03K | Dec 31, 25 | -- | 0.01% |
| COMERICA BANK | 1.58K | Dec 31, 25 | +1.29K | 0.00% |
| LM Advisors LLC | 218 | Dec 31, 25 | -953 | 0.00% |
| CIBC Private Wealth Group, LLC | 50 | Dec 31, 25 | -- | 0.00% |
| TRUST CO OF VERMONT | 20 | Dec 31, 25 | +20 | 0.00% |
| Global Retirement Partners, LLC | -- | Dec 31, 25 | -1 | -- |
| PineBridge Investments, L.P. | 114.75K | Sep 30, 25 | +55.65K | 0.29% |
| Glenmede Investment Management, LP | 3.93K | Sep 30, 25 | -- | 0.01% |
| WOLVERINE TRADING, LLC | 1.99K | Sep 30, 25 | +1.99K | 0.00% |
| CHB Investment Group, LLC | 7.59K | Jun 30, 25 | -117 | 0.02% |
| Atria Wealth Solutions, Inc. | 1.26K | Jun 30, 25 | +1.26K | 0.00% |
| Centricity Wealth Management, LLC | 450 | Jun 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | -- | Jun 30, 25 | -7.19K | -- |
| BluePointe Capital Management, LLC | 41.55K | Mar 31, 25 | +8.44K | 0.10% |
| TAP Consulting, LLC | 1.45K | Dec 31, 24 | +11 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 84.59K | Sep 30, 24 | +25.01K | 0.21% |
| RAYMOND JAMES & ASSOCIATES | 22.37K | Sep 30, 24 | -174 | 0.06% |
| Family Asset Management, LLC | 12.92K | Sep 30, 24 | -177 | 0.03% |
| BlackRock Inc. | 30.42K | Jun 30, 24 | -1.13K | 0.08% |
| ICA Group Wealth Management, LLC | 20.55K | Jun 30, 24 | +1.64K | 0.05% |
| Unique Wealth Strategies, LLC | 3.50K | Jun 30, 24 | -- | 0.01% |
| Rain Capital Management, LLC | 3.20K | Jun 30, 24 | -- | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 90 | Jun 30, 24 | +1 | 0.00% |
| Cetera Advisor Networks LLC | 16.94K | Mar 31, 24 | -785 | 0.04% |
| CREDIT SUISSE AG/ | 12.23K | Mar 31, 24 | +10.70K | 0.03% |
| Cetera Advisors LLC | 3.11K | Mar 31, 24 | +3.11K | 0.01% |
| Retirement Group, LLC | 75 | Mar 31, 24 | -- | 0.00% |
| Simplicity Solutions, LLC | 58.66K | Dec 31, 23 | +414 | 0.15% |
| WADE G W & INC | 4.14K | Dec 31, 23 | -375 | 0.01% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 8.39K | Sep 30, 23 | -605 | 0.02% |
| TIEDEMANN ADVISORS, LLC | 6.16K | Sep 30, 23 | -- | 0.02% |
| UBP Investment Advisors SA | 42.70K | Sep 30, 22 | -25.66K | 0.11% |
| 55I, LLC | 8.31K | Sep 30, 22 | +2.01K | 0.02% |
| DRW SECURITIES, L.L.C. | 5.41K | Sep 30, 22 | +5.41K | 0.01% |
| Beaumont Financial Partners, LLC | 2.85K | Sep 30, 22 | -- | 0.01% |
| American Portfolios Advisors | 812 | Sep 30, 22 | -2.36K | 0.00% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 750 | Jun 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5.13K | Mar 31, 22 | -2.20K | 0.01% |
| NEXT Financial Group, Inc | 339 | Dec 31, 21 | +339 | 0.00% |
| OLD MISSION CAPITAL, LLC | 6.37K | Dec 31, 20 | +6.37K | 0.02% |
| Advisor Group, Inc. | 8.27K | Dec 31, 19 | +2.16K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.34K | Dec 31, 19 | +1.09K | 0.01% |
| CXI Advisors | 909 | Dec 31, 19 | +909 | 0.00% |
| BB&T SECURITIES, LLC | 7.17K | Sep 30, 19 | +70 | 0.02% |
| Guidant Wealth Advisors | 1.30K | Sep 30, 19 | -- | 0.00% |
| Daiwa SB Investments Ltd. | 7.52K | Mar 31, 19 | +5.32K | 0.02% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 32.88K | Sep 30, 18 | +1.00K | 0.08% |
| Hefty Wealth Partners | 74.86K | Mar 31, 18 | +29.47K | 0.19% |
| Oak Point Wealth Management | 27.95K | Mar 31, 18 | +14.87K | 0.07% |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 3.88K | Sep 30, 17 | -- | 0.01% |
| Commonwealth Equity Services, Inc | 20.97K | Jun 30, 17 | +142 | 0.05% |
| Clarity Capital KCPS Ltd. | 9.23K | Mar 31, 17 | +9.23K | 0.02% |
| TIEDEMANN TRUST CO | 132.86K | Jun 30, 16 | -9.20K | 0.33% |
| CITY NATIONAL BANK | 205.56K | Sep 30, 15 | -40.53K | 0.52% |
| MANAGED ACCOUNT ADVISORS LLC | 576 | Jun 30, 15 | +576 | 0.00% |
| Jane Street Holding, LLC | 4.81K | Dec 31, 13 | -45.95K | 0.01% |