UTI(UTI)
UTI
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO /MA | 2.15M | Mar 31, 26 | +458.81K | 3.91% |
| Spence Asset Management | 292.73K | Mar 31, 26 | -15.08K | 0.53% |
| Fortitude Family Office, LLC | 140.82K | Mar 31, 26 | -- | 0.26% |
| SG Americas Securities, LLC | 80.88K | Mar 31, 26 | +75.93K | 0.15% |
| Pullen Investment Management, LLC | 51.69K | Mar 31, 26 | +635 | 0.09% |
| Annex Advisory Services, LLC | 29.96K | Mar 31, 26 | -900 | 0.05% |
| Register Financial Advisors LLC | 25.73K | Mar 31, 26 | -4.63K | 0.05% |
| Whalen Wealth Management Inc. | 21.18K | Mar 31, 26 | +10.19K | 0.04% |
| MOODY NATIONAL BANK TRUST DIVISION | 17.04K | Mar 31, 26 | +17.04K | 0.03% |
| NORDEN GROUP LLC | 7.15K | Mar 31, 26 | +7.15K | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.16K | Mar 31, 26 | +6.16K | 0.01% |
| NorthCrest Asset Manangement, LLC | 5.87K | Mar 31, 26 | +5.87K | 0.01% |
| Brady Martz Wealth Solutions, LLC | 5.62K | Mar 31, 26 | +5.62K | 0.01% |
| GAMMA Investing LLC | 543 | Mar 31, 26 | +91 | 0.00% |
| Versant Capital Management, Inc | 312 | Mar 31, 26 | +312 | 0.00% |
| West Financial Advisors, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| IFP Advisors, Inc | 75 | Mar 31, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 20 | Mar 31, 26 | +10 | 0.00% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | -- | Mar 31, 26 | -63.33K | -- |
| SIGNATUREFD, LLC | -- | Mar 31, 26 | -19 | -- |
| Coliseum Capital Management, LLC | 3.97M | Dec 31, 25 | +1.26M | 7.22% |
| BlackRock, Inc. | 3.63M | Dec 31, 25 | -355.97K | 6.60% |
| VANGUARD GROUP INC | 3.41M | Dec 31, 25 | -48.53K | 6.19% |
| THRIVENT FINANCIAL FOR LUTHERANS | 2.00M | Dec 31, 25 | +1.14M | 3.63% |
| WASATCH ADVISORS LP | 1.75M | Dec 31, 25 | -606.14K | 3.19% |
| Hood River Capital Management LLC | 1.62M | Dec 31, 25 | +160.49K | 2.94% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.60M | Dec 31, 25 | +631.07K | 2.91% |
| AMERICAN CENTURY COMPANIES INC | 1.60M | Dec 31, 25 | +17.45K | 2.90% |
| DIMENSIONAL FUND ADVISORS LP | 1.29M | Dec 31, 25 | -3.76K | 2.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.18M | Dec 31, 25 | +12.01K | 2.15% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.17M | Dec 31, 25 | +7.57K | 2.13% |
| NEXT CENTURY GROWTH INVESTORS LLC | 1.12M | Dec 31, 25 | +15.26K | 2.04% |
| LORD, ABBETT & CO. LLC | 1.07M | Dec 31, 25 | -8.85K | 1.95% |
| STATE STREET CORP | 1.01M | Dec 31, 25 | +1.95K | 1.84% |
| Nuveen, LLC | 995.32K | Dec 31, 25 | +625.10K | 1.81% |
| Point72 Asset Management, L.P. | 977.91K | Dec 31, 25 | +813.15K | 1.78% |
| Alyeska Investment Group, L.P. | 878.55K | Dec 31, 25 | +56.02K | 1.60% |
| WELLINGTON MANAGEMENT GROUP LLP | 807.76K | Dec 31, 25 | +88.25K | 1.47% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 807.50K | Dec 31, 25 | +257.50K | 1.47% |
| RENAISSANCE TECHNOLOGIES LLC | 724.63K | Dec 31, 25 | -216.56K | 1.32% |
| ROYCE & ASSOCIATES LP | 683.53K | Dec 31, 25 | -- | 1.24% |
| LOOMIS SAYLES & CO L P | 611.03K | Dec 31, 25 | +16.09K | 1.11% |
| BAILLIE GIFFORD & CO | 594.82K | Dec 31, 25 | +14.15K | 1.08% |
| FMR LLC | 579.69K | Dec 31, 25 | +271.01K | 1.05% |
| ROYAL BANK OF CANADA | 571.50K | Dec 31, 25 | +395.36K | 1.04% |
| Clearbridge Investments, LLC | 555.57K | Dec 31, 25 | +193.02K | 1.01% |
| MORGAN STANLEY | 553.42K | Dec 31, 25 | -140.18K | 1.01% |
| Park West Asset Management LLC | 496.92K | Dec 31, 25 | +29.65K | 0.90% |
| GILDER GAGNON HOWE & CO LLC | 491.17K | Dec 31, 25 | -14.03K | 0.89% |
| Rockefeller Capital Management L.P. | 490.18K | Dec 31, 25 | -245.99K | 0.89% |
| RBF Capital, LLC | 475.84K | Dec 31, 25 | -- | 0.86% |
| GOLDMAN SACHS GROUP INC | 475.38K | Dec 31, 25 | +91.63K | 0.86% |
| First Eagle Investment Management, LLC | 447.23K | Dec 31, 25 | +9.75K | 0.81% |
| Granahan Investment Management, LLC | 439.25K | Dec 31, 25 | +315.01K | 0.80% |
| AWM Investment Company, Inc. | 434.10K | Dec 31, 25 | -- | 0.79% |
| MARSHALL WACE, LLP | 432.45K | Dec 31, 25 | +432.45K | 0.79% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 409.66K | Dec 31, 25 | -23.18K | 0.74% |
| NORTHERN TRUST CORP | 395.65K | Dec 31, 25 | -14.60K | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 369.03K | Dec 31, 25 | +143.79K | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 354.45K | Dec 31, 25 | -95.86K | 0.64% |
| KENNEDY CAPITAL MANAGEMENT LLC | 305.70K | Dec 31, 25 | +738 | 0.56% |
| Pembroke Management, LTD | 283.15K | Dec 31, 25 | -12.85K | 0.51% |
| BARCLAYS PLC | 270.71K | Dec 31, 25 | -168.51K | 0.49% |
| Manatuck Hill Partners, LLC | 264.80K | Dec 31, 25 | +205.00K | 0.48% |
| Pier Capital, LLC | 237.33K | Dec 31, 25 | -3.17K | 0.43% |
| UBS Group AG | 231.72K | Dec 31, 25 | +109.10K | 0.42% |
| Uniplan Investment Counsel, Inc. | 213.34K | Dec 31, 25 | +13.20K | 0.39% |
| Atom Investors LP | 207.03K | Dec 31, 25 | +207.03K | 0.38% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 206.30K | Dec 31, 25 | +10.34K | 0.37% |
| GAMCO INVESTORS, INC. ET AL | 205.50K | Dec 31, 25 | +11.50K | 0.37% |
| GREAT LAKES ADVISORS, LLC | 180.53K | Dec 31, 25 | +32.73K | 0.33% |
| FIRST TRUST ADVISORS LP | 177.87K | Dec 31, 25 | -9.27K | 0.32% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 175.93K | Dec 31, 25 | +175.93K | 0.32% |
| 4D Advisors, LLC | 175.00K | Dec 31, 25 | +175.00K | 0.32% |
| BANK OF AMERICA CORP /DE/ | 154.02K | Dec 31, 25 | -87.80K | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 153.16K | Dec 31, 25 | -108.57K | 0.28% |
| Boston Partners | 146.48K | Dec 31, 25 | +16.10K | 0.27% |
| Bank of New York Mellon Corp | 146.32K | Dec 31, 25 | +1.49K | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 143.79K | Dec 31, 25 | -8.71K | 0.26% |
| LEUTHOLD GROUP, LLC | 141.75K | Dec 31, 25 | +439 | 0.26% |
| Fortitude Family Office, LLC | 140.82K | Dec 31, 25 | -285 | 0.26% |
| Guardian Wealth Management, Inc. | 137.69K | Dec 31, 25 | -4.65K | 0.25% |
| Trexquant Investment LP | 131.34K | Dec 31, 25 | +51.27K | 0.24% |
| HARBOR CAPITAL ADVISORS, INC. | 127.11K | Dec 31, 25 | +19.19K | 0.23% |
| WELLS FARGO & COMPANY/MN | 123.09K | Dec 31, 25 | +20.13K | 0.22% |
| DEUTSCHE BANK AG\ | 120.54K | Dec 31, 25 | +4.05K | 0.22% |
| CITADEL ADVISORS LLC | 111.41K | Dec 31, 25 | +64.50K | 0.20% |
| Squarepoint Ops LLC | 108.81K | Dec 31, 25 | -93.36K | 0.20% |
| Swiss National Bank | 107.30K | Dec 31, 25 | +12.40K | 0.20% |
| G2 Investment Partners Management LLC | 103.00K | Dec 31, 25 | -132.00K | 0.19% |
| FRED ALGER MANAGEMENT, LLC | 102.98K | Dec 31, 25 | -57 | 0.19% |
| NEW YORK STATE COMMON RETIREMENT FUND | 100.02K | Dec 31, 25 | +3.17K | 0.18% |
| ExodusPoint Capital Management, LP | 95.18K | Dec 31, 25 | +61.23K | 0.17% |
| UBS ASSET MANAGEMENT AMERICAS INC | 92.23K | Dec 31, 25 | -4.63K | 0.17% |
| GENDELL JEFFREY L | 91.58K | Dec 31, 25 | +91.58K | 0.17% |
| Resolute Capital Asset Partners LLC | 90.00K | Dec 31, 25 | +90.00K | 0.16% |
| ISTHMUS PARTNERS, LLC | 88.75K | Dec 31, 25 | +88.75K | 0.16% |
| Conestoga Capital Advisors, LLC | 88.14K | Dec 31, 25 | +4.97K | 0.16% |
| PRINCIPAL FINANCIAL GROUP INC | 82.16K | Dec 31, 25 | +29.73K | 0.15% |
| CHATHAM CAPITAL GROUP, INC. | 68.51K | Dec 31, 25 | +28.97K | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 66.83K | Dec 31, 25 | -21.12K | 0.12% |
| VICTORY CAPITAL MANAGEMENT INC | 66.79K | Dec 31, 25 | -362.39K | 0.12% |
| Invesco Ltd. | 65.42K | Dec 31, 25 | -15.78K | 0.12% |
| Militia Capital Partners, LP | 64.94K | Dec 31, 25 | +19.70K | 0.12% |
| Legal & General Group Plc | 61.74K | Dec 31, 25 | +2.63K | 0.11% |
| RHUMBLINE ADVISERS | 57.94K | Dec 31, 25 | -10.80K | 0.11% |
| PDT Partners, LLC | 55.05K | Dec 31, 25 | -66.59K | 0.10% |
| STATE OF WISCONSIN INVESTMENT BOARD | 53.14K | Dec 31, 25 | -7.73K | 0.10% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 51.20K | Dec 31, 25 | +5.53K | 0.09% |
| MYDA Advisors LLC | 50.58K | Dec 31, 25 | +50.58K | 0.09% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 47.88K | Dec 31, 25 | +3.75K | 0.09% |
| BNP PARIBAS ARBITRAGE, SNC | 47.66K | Dec 31, 25 | -319.47K | 0.09% |
| Steward Partners Investment Advisory, LLC | 46.51K | Dec 31, 25 | +6.51K | 0.08% |
| Montanaro Asset Management Ltd | 44.30K | Dec 31, 25 | +44.30K | 0.08% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 43.72K | Dec 31, 25 | -2.25K | 0.08% |
| STIFEL FINANCIAL CORP | 42.72K | Dec 31, 25 | +2.65K | 0.08% |
| SkyView Investment Advisors, LLC | 42.25K | Dec 31, 25 | -357 | 0.08% |
| ALLIANCEBERNSTEIN L.P. | 40.33K | Dec 31, 25 | +29 | 0.07% |
| ROTHSCHILD INVESTMENT LLC | 36.72K | Dec 31, 25 | +26 | 0.07% |
| BALYASNY ASSET MANAGEMENT L.P. | 36.57K | Dec 31, 25 | -38.26K | 0.07% |
| AMERIPRISE FINANCIAL INC | 34.73K | Dec 31, 25 | -101.09K | 0.06% |
| XTX Topco Ltd | 34.60K | Dec 31, 25 | +34.60K | 0.06% |
| Man Group plc | 34.32K | Dec 31, 25 | -5.25K | 0.06% |
| GLOBEFLEX CAPITAL L P | 33.04K | Dec 31, 25 | -- | 0.06% |
| FOX RUN MANAGEMENT, L.L.C. | 32.10K | Dec 31, 25 | +32.10K | 0.06% |
| Annex Advisory Services, LLC | 30.86K | Dec 31, 25 | -26.13K | 0.06% |
| SEI INVESTMENTS CO | 29.63K | Dec 31, 25 | +12.60K | 0.05% |
| B. Metzler seel. Sohn & Co. AG | 29.28K | Dec 31, 25 | -8.36K | 0.05% |
| Arcadia Wealth Management, Inc. | 28.95K | Dec 31, 25 | +2.00K | 0.05% |
| MetLife Investment Management, LLC | 27.23K | Dec 31, 25 | -- | 0.05% |
| Resources Investment Advisors, LLC. | 26.93K | Dec 31, 25 | -266 | 0.05% |
| STRS OHIO | 26.70K | Dec 31, 25 | -- | 0.05% |
| Moran Wealth Management, LLC | 26.52K | Dec 31, 25 | +2.35K | 0.05% |
| US BANCORP \DE\ | 26.36K | Dec 31, 25 | +31 | 0.05% |
| PERRITT CAPITAL MANAGEMENT INC | 25.70K | Dec 31, 25 | -500 | 0.05% |
| Sentinus, LLC | 25.70K | Dec 31, 25 | +25.70K | 0.05% |
| Jump Financial, LLC | 25.31K | Dec 31, 25 | -11.98K | 0.05% |
| BOOTHBAY FUND MANAGEMENT, LLC | 25.04K | Dec 31, 25 | -26.21K | 0.05% |
| Laurion Capital Management LP | 24.37K | Dec 31, 25 | +24.37K | 0.04% |
| Lumbard & Kellner, LLC | 24.22K | Dec 31, 25 | -604 | 0.04% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23.94K | Dec 31, 25 | +2.73K | 0.04% |
| BANK OF MONTREAL /CAN/ | 23.12K | Dec 31, 25 | +24 | 0.04% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22.87K | Dec 31, 25 | -2.74K | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 21.64K | Dec 31, 25 | -52 | 0.04% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 21.36K | Dec 31, 25 | +2.25K | 0.04% |
| FEDERATED HERMES, INC. | 20.71K | Dec 31, 25 | -191.33K | 0.04% |
| COMERICA BANK | 20.66K | Dec 31, 25 | +3.07K | 0.04% |
| LPL Financial LLC | 19.85K | Dec 31, 25 | +4.13K | 0.04% |
| Verition Fund Management LLC | 19.80K | Dec 31, 25 | -1.23K | 0.04% |
| JANUS HENDERSON GROUP PLC | 19.80K | Dec 31, 25 | -- | 0.04% |
| Gibbs Wealth Management | 19.78K | Dec 31, 25 | -1.52K | 0.04% |
| JPMORGAN CHASE & CO | 18.88K | Dec 31, 25 | -242 | 0.03% |
| Dauntless Investment Group, LLC | 17.92K | Dec 31, 25 | +17.92K | 0.03% |
| Inspire Investing, LLC | 17.84K | Dec 31, 25 | +3.87K | 0.03% |
| Cetera Investment Advisers | 17.48K | Dec 31, 25 | -3.92K | 0.03% |
| ALPS ADVISORS INC | 16.95K | Dec 31, 25 | +186 | 0.03% |
| Premier Fund Managers Ltd | 16.86K | Dec 31, 25 | -- | 0.03% |
| INTECH INVESTMENT MANAGEMENT LLC | 16.54K | Dec 31, 25 | +337 | 0.03% |
| Round Rock Advisors, LLC | 15.49K | Dec 31, 25 | +5.22K | 0.03% |
| Arizona State Retirement System | 15.09K | Dec 31, 25 | +604 | 0.03% |
| CenterBook Partners LP | 14.60K | Dec 31, 25 | +14.60K | 0.03% |
| Dynamic Technology Lab Private Ltd | 14.37K | Dec 31, 25 | +14.37K | 0.03% |
| Kestra Advisory Services, LLC | 13.41K | Dec 31, 25 | -14 | 0.02% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13.40K | Dec 31, 25 | +13.40K | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 12.93K | Dec 31, 25 | +2.78K | 0.02% |
| GABELLI FUNDS LLC | 12.70K | Dec 31, 25 | -- | 0.02% |
| Versor Investments LP | 12.55K | Dec 31, 25 | -19.05K | 0.02% |
| Police & Firemen's Retirement System of New Jersey | 12.05K | Dec 31, 25 | -1.06K | 0.02% |
| KLP KAPITALFORVALTNING AS | 11.60K | Dec 31, 25 | +2.10K | 0.02% |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 11.15K | Dec 31, 25 | +11.15K | 0.02% |
| HighTower Advisors, LLC | 9.92K | Dec 31, 25 | +979 | 0.02% |
| PEAK6 LLC | 9.71K | Dec 31, 25 | +9.71K | 0.02% |
| TWO SIGMA ADVISERS, LP | 9.70K | Dec 31, 25 | -- | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 9.60K | Dec 31, 25 | -4.78K | 0.02% |
| Quantinno Capital Management LP | 9.52K | Dec 31, 25 | +9.52K | 0.02% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 9.39K | Dec 31, 25 | -- | 0.02% |
| Cornerstone Investment Partners, LLC | 9.29K | Dec 31, 25 | +6 | 0.02% |
| Riverwater Partners LLC | 9.20K | Dec 31, 25 | -- | 0.02% |
| BAILARD, INC. | 9.18K | Dec 31, 25 | +9.18K | 0.02% |
| Yorktown Management & Research Co Inc | 9.10K | Dec 31, 25 | +9.10K | 0.02% |
| D. E. Shaw & Co., Inc. | 9.04K | Dec 31, 25 | -12.85K | 0.02% |
| MML INVESTORS SERVICES, LLC | 8.69K | Dec 31, 25 | +1.04K | 0.02% |
| ProShare Advisors LLC | 8.53K | Dec 31, 25 | +549 | 0.02% |
| ANB BANK | 8.47K | Dec 31, 25 | -3.24K | 0.02% |
| VOYA INVESTMENT MANAGEMENT LLC | 8.34K | Dec 31, 25 | -- | 0.02% |
| INCEPTIONR LLC | 8.28K | Dec 31, 25 | +8.28K | 0.02% |
| CANADA PENSION PLAN INVESTMENT BOARD | 8.10K | Dec 31, 25 | +7.60K | 0.01% |
| Independent Advisor Alliance | 7.83K | Dec 31, 25 | -26.84K | 0.01% |
| RiverPark Advisors, LLC | 7.78K | Dec 31, 25 | +115 | 0.01% |
| Russell Investments Group, Ltd. | 7.34K | Dec 31, 25 | -216 | 0.01% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 7.02K | Dec 31, 25 | -19.48K | 0.01% |
| Parallel Advisors, LLC | 6.88K | Dec 31, 25 | -8 | 0.01% |
| CITIGROUP INC | 6.66K | Dec 31, 25 | -51.57K | 0.01% |
| SBI Securities Co., Ltd. | 5.43K | Dec 31, 25 | +5.31K | 0.01% |
| State of Wyoming | 5.08K | Dec 31, 25 | -1.93K | 0.01% |
| Tower Research Capital LLC (TRC) | 4.97K | Dec 31, 25 | +3.30K | 0.01% |
| SG Americas Securities, LLC | 4.95K | Dec 31, 25 | -10.33K | 0.01% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 4.05K | Dec 31, 25 | -- | 0.01% |
| Ameritas Investment Partners, Inc. | 3.90K | Dec 31, 25 | -- | 0.01% |
| Quest Partners LLC | 3.35K | Dec 31, 25 | -- | 0.01% |
| State of Alaska, Department of Revenue | 2.84K | Dec 31, 25 | -- | 0.01% |
| KBC Group NV | 2.14K | Dec 31, 25 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.69K | Dec 31, 25 | +1.29K | 0.00% |
| MEEDER ASSET MANAGEMENT INC | 1.51K | Dec 31, 25 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 1.50K | Dec 31, 25 | -- | 0.00% |
| AMALGAMATED BANK | 1.47K | Dec 31, 25 | -139 | 0.00% |
| Clearstead Advisors, LLC | 1.45K | Dec 31, 25 | +943 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.30K | Dec 31, 25 | -- | 0.00% |
| MCF Advisors LLC | 1.28K | Dec 31, 25 | +21 | 0.00% |
| McIlrath & Eck, LLC | 1.14K | Dec 31, 25 | -- | 0.00% |
| GROUP ONE TRADING, L.P. | 1.13K | Dec 31, 25 | -497 | 0.00% |
| BNP Paribas Asset Management Holding S.A. | 854 | Dec 31, 25 | +854 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 612 | Dec 31, 25 | +28 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 575 | Dec 31, 25 | +575 | 0.00% |
| Covestor Ltd | 481 | Dec 31, 25 | -993 | 0.00% |
| Crewe Advisors LLC | 423 | Dec 31, 25 | +53 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 402 | Dec 31, 25 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 343 | Dec 31, 25 | +279 | 0.00% |
| Sterling Capital Management LLC | 310 | Dec 31, 25 | +197 | 0.00% |
| Plante Moran Financial Advisors, LLC | 300 | Dec 31, 25 | +300 | 0.00% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 300 | Dec 31, 25 | -9.88K | 0.00% |
| LRI Investments, LLC | 275 | Dec 31, 25 | -- | 0.00% |
| CWM, LLC | 227 | Dec 31, 25 | -370 | 0.00% |
| Allworth Financial LP | 200 | Dec 31, 25 | -58 | 0.00% |
| Aster Capital Management (DIFC) Ltd | 197 | Dec 31, 25 | -4 | 0.00% |
| Colonial Trust Co / SC | 168 | Dec 31, 25 | +21 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 138 | Dec 31, 25 | -363 | 0.00% |
| Financial Network Wealth Advisors LLC | 78 | Dec 31, 25 | -- | 0.00% |
| Quarry LP | 61 | Dec 31, 25 | +61 | 0.00% |
| Optiver Holding B.V. | 55 | Dec 31, 25 | -152 | 0.00% |
| CENTRAL TRUST Co | 27 | Dec 31, 25 | +27 | 0.00% |
| Lodestone Wealth Management LLC | 16 | Dec 31, 25 | +16 | 0.00% |
| Caitong International Asset Management Co., Ltd | 7 | Dec 31, 25 | -369 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 2 | Dec 31, 25 | +2 | 0.00% |
| Smartleaf Asset Management LLC | 1 | Dec 31, 25 | +1 | 0.00% |
| HSBC HOLDINGS PLC | -- | Dec 31, 25 | -12.32K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Dec 31, 25 | -10.98K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Dec 31, 25 | -6.59K | -- |
| POLEN CAPITAL MANAGEMENT LLC | -- | Dec 31, 25 | -25.25K | -- |
| LAZARD ASSET MANAGEMENT LLC | -- | Dec 31, 25 | -52.08K | -- |
| Parkside Financial Bank & Trust | -- | Dec 31, 25 | -20 | -- |
| Integrated Quantitative Investments LLC | -- | Dec 31, 25 | -42.99K | -- |
| SUMMIT WEALTH GROUP LLC / CO | -- | Dec 31, 25 | -8.29K | -- |
| SIMPLEX TRADING, LLC | -- | Dec 31, 25 | -43.49K | -- |
| Stone House Investment Management, LLC | -- | Dec 31, 25 | -650 | -- |
| Verdence Capital Advisors LLC | -- | Dec 31, 25 | -11.26K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Dec 31, 25 | -269.98K | -- |
| DRW Securities, LLC | -- | Dec 31, 25 | -15.09K | -- |
| Zweig-DiMenna Associates LLC | -- | Dec 31, 25 | -141.00K | -- |
| CANNELL CAPITAL LLC | -- | Dec 31, 25 | -169.27K | -- |
| Ameritas Advisory Services, LLC | -- | Dec 31, 25 | -497 | -- |
| ALGERT GLOBAL LLC | -- | Dec 31, 25 | -57.05K | -- |
| CIBC Private Wealth Group, LLC | -- | Dec 31, 25 | -252 | -- |
| Engineers Gate Manager LP | -- | Dec 31, 25 | -14.80K | -- |
| Qube Research & Technologies Ltd | -- | Dec 31, 25 | -169.17K | -- |
| NAVELLIER & ASSOCIATES INC | -- | Dec 31, 25 | -142.42K | -- |
| MACQUARIE GROUP LTD | -- | Dec 31, 25 | -1.27M | -- |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -- | Dec 31, 25 | -14.17K | -- |
| HRT FINANCIAL LP | -- | Dec 31, 25 | -94.93K | -- |
| AXQ CAPITAL, LP | -- | Dec 31, 25 | -8.05K | -- |
| FRANKLIN RESOURCES INC | -- | Dec 31, 25 | -22.58K | -- |
| Skandinaviska Enskilda Banken AB (publ) | -- | Dec 31, 25 | -4.04K | -- |
| Sanctuary Advisors, LLC | -- | Dec 31, 25 | -20.78K | -- |
| OMERS ADMINISTRATION Corp | -- | Dec 31, 25 | -8.30K | -- |
| Sunbelt Securities, Inc. | -- | Dec 31, 25 | -4 | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -822 | -- |
| CREDIT AGRICOLE S A | -- | Dec 31, 25 | -75.78K | -- |
| Freestone Grove Partners LP | -- | Dec 31, 25 | -8.65K | -- |
| TUDOR INVESTMENT CORP ET AL | -- | Dec 31, 25 | -140.24K | -- |
| DARK FOREST CAPITAL MANAGEMENT LP | -- | Dec 31, 25 | -11.37K | -- |
| Atria Investments, Inc | -- | Dec 31, 25 | -9.21K | -- |
| Creative Planning | -- | Dec 31, 25 | -7.81K | -- |
| CUSTOM INDEX SYSTEMS, LLC | -- | Dec 31, 25 | -55.89K | -- |
| Cynosure Group, LLC | -- | Dec 31, 25 | -12.62K | -- |
| ASSETMARK, INC | -- | Dec 31, 25 | -102 | -- |
| Ashton Thomas Private Wealth, LLC | -- | Dec 31, 25 | -9.79K | -- |
| Advantage Alpha Capital Partners LP | 101.95K | Sep 30, 25 | +101.95K | 0.19% |
| AXA Investment Managers S.A. | 32.88K | Sep 30, 25 | +32.88K | 0.06% |
| WOLVERINE TRADING, LLC | 17.09K | Sep 30, 25 | +8.44K | 0.03% |
| Congress Wealth Management LLC / DE / | 251.65K | Jun 30, 25 | +251.65K | 0.46% |
| Scott Marsh Financial, LLC | 19.82K | Jun 30, 25 | +19.82K | 0.04% |
| Teton Advisors, Inc. | 14.00K | Jun 30, 25 | -29.00K | 0.03% |
| Lindbrook Capital, LLC | 10 | Mar 31, 25 | +1 | 0.00% |
| Nuveen Asset Management, LLC | 191.76K | Dec 31, 24 | +97.31K | 0.35% |
| ClariVest Asset Management LLC | 77.23K | Sep 30, 24 | -- | 0.14% |
| Millrace Asset Group, Inc. | 67.31K | Sep 30, 24 | +17.16K | 0.12% |
| AJOVista, LLC | 11.59K | Sep 30, 24 | +11.59K | 0.02% |
| BlackRock Inc. | 3.09M | Jun 30, 24 | +113.52K | 5.62% |
| PUTNAM INVESTMENTS LLC | 393.35K | Dec 31, 23 | -152.14K | 0.71% |
| ROTHSCHILD INVESTMENT CORP /IL | 38.05K | Sep 30, 23 | -462 | 0.07% |
| EA Series Trust | 145.89K | Jun 30, 23 | +145.89K | 0.27% |
| Monarch Partners Asset Management LLC | 357.01K | Dec 31, 22 | -96.28K | 0.65% |
| Walthausen & Co., LLC | 242.04K | Sep 30, 22 | -- | 0.44% |
| B. Riley Wealth Management, Inc. | 1.18K | Jun 30, 22 | +1.18K | 0.00% |
| SPHINX TRADING, LP | 1.00K | Dec 31, 21 | -- | 0.00% |
| THB ASSET MANAGEMENT | 479.86K | Dec 31, 20 | -53.18K | 0.87% |
| National Investment Services of America, LLC | 56.64K | Dec 31, 20 | -33.99K | 0.10% |
| FALCON POINT CAPITAL, LLC | -- | Dec 31, 20 | -15.42K | -- |
| Alambic Investment Management, L.P. | -- | Sep 30, 20 | -23.19K | -- |
| McClain Value Management LLC | 136.79K | Jun 30, 20 | -18.63K | 0.25% |
| Advisor Group, Inc. | 1.50K | Dec 31, 19 | -1.30K | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 450 | Dec 31, 19 | -- | 0.00% |
| PACIFIC VIEW ASSET MANAGEMENT, LLC | 2.29M | Sep 30, 19 | -- | 4.17% |
| MENTA CAPITAL LLC | 67.10K | Jun 30, 19 | -600 | 0.12% |
| Nine Chapters Capital Management LLC | -- | Sep 30, 17 | -10.10K | -- |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -2.35K | -- |
| TFS CAPITAL LLC | 12.95K | Jun 30, 17 | +12.95K | 0.02% |
| Virtu KCG Holdings LLC | 10.55K | Jun 30, 17 | +10.55K | 0.02% |
| BlackRock Institutional Trust Company, N.A. | 461.07K | Dec 31, 16 | +49.19K | 0.84% |
| BlackRock Fund Advisors | 58.69K | Dec 31, 16 | -254.66K | 0.11% |
| BlackRock Investment Management, LLC | 3.74K | Dec 31, 16 | -9.00K | 0.01% |
| BLACKROCK ADVISORS LLC | 3.38K | Dec 31, 16 | -- | 0.01% |
| MSI Financial Services Inc | 300 | Dec 31, 16 | -- | 0.00% |
| BlackRock Group LTD | -- | Dec 31, 16 | -14.26K | -- |
| Emerald Acquisition Ltd. | -- | Sep 30, 16 | -16.11K | -- |
| RUSSELL FRANK CO/ | 11.41K | Mar 31, 16 | +11.41K | 0.02% |
| Ada Investment Management, LP | 20.38K | Dec 31, 15 | +20.38K | 0.04% |
| OFI Advisors LLC | 45.74K | Sep 30, 15 | +19.39K | 0.08% |
| UBS AG | 1.76K | Sep 30, 14 | -- | 0.00% |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 15.30K | Dec 31, 13 | +15.30K | 0.03% |
| Irish Life Investment Managers Ltd. | 4.48K | Jun 30, 13 | +4.48K | 0.01% |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 10.73K | Mar 31, 13 | +316 | 0.02% |
| Boston Trust Walden Co | -- | Dec 31, 11 | -498.11K | -- |
| RBC CMA LLC | 1.80K | Jun 30, 06 | +100 | 0.00% |