UTL(UTL)
UTL
Institutional Ownership
Top 307 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Boston Trust Walden Corp | 340.19K | Mar 31, 26 | -45.04K | 1.89% |
| Nuveen, LLC | 137.27K | Mar 31, 26 | +26.78K | 0.76% |
| ProShare Advisors LLC | 121.17K | Mar 31, 26 | -7.67K | 0.67% |
| PRINCIPAL FINANCIAL GROUP INC | 87.40K | Mar 31, 26 | +2.03K | 0.49% |
| JOHNSON INVESTMENT COUNSEL INC | 63.00K | Mar 31, 26 | -6.77K | 0.35% |
| Skopos Labs, Inc. | 49.23K | Mar 31, 26 | +49.23K | 0.27% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 45.73K | Mar 31, 26 | -- | 0.25% |
| Wernau Asset Management Inc. | 43.33K | Mar 31, 26 | +75 | 0.24% |
| EXCHANGE TRADED CONCEPTS, LLC | 41.87K | Mar 31, 26 | -2.62K | 0.23% |
| THRIVENT FINANCIAL FOR LUTHERANS | 34.73K | Mar 31, 26 | +5.18K | 0.19% |
| North Star Investment Management Corp. | 33.50K | Mar 31, 26 | -- | 0.19% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 27.71K | Mar 31, 26 | -9.72K | 0.15% |
| HSBC HOLDINGS PLC | 21.37K | Mar 31, 26 | +7.65K | 0.12% |
| FIFTH THIRD BANCORP | 21.08K | Mar 31, 26 | +20.96K | 0.12% |
| Maryland State Retirement & Pension System | 18.23K | Mar 31, 26 | -776 | 0.10% |
| Cambridge Investment Research Advisors, Inc. | 17.20K | Mar 31, 26 | +6.51K | 0.10% |
| HENNESSY ADVISORS INC | 13.60K | Mar 31, 26 | -1.00K | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 11.11K | Mar 31, 26 | -78 | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.32K | Mar 31, 26 | -199 | 0.06% |
| Inspire Investing, LLC | 9.86K | Mar 31, 26 | +164 | 0.05% |
| State of Alaska, Department of Revenue | 9.38K | Mar 31, 26 | -244 | 0.05% |
| Louisiana State Employees Retirement System | 8.00K | Mar 31, 26 | -200 | 0.04% |
| KLP KAPITALFORVALTNING AS | 7.50K | Mar 31, 26 | -- | 0.04% |
| Envestnet Portfolio Solutions, Inc. | 7.09K | Mar 31, 26 | -395 | 0.04% |
| Janney Montgomery Scott LLC | 7.05K | Mar 31, 26 | -198 | 0.04% |
| New Hampshire Trust | 6.38K | Mar 31, 26 | -- | 0.04% |
| Midwest Trust Co | 6.38K | Mar 31, 26 | -- | 0.04% |
| Signature Wealth Management Partners, LLC | 5.88K | Mar 31, 26 | -- | 0.03% |
| Sterling Capital Management LLC | 5.55K | Mar 31, 26 | +4.53K | 0.03% |
| GAMMA Investing LLC | 5.25K | Mar 31, 26 | +3.43K | 0.03% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5.01K | Mar 31, 26 | +1.17K | 0.03% |
| Arizona State Retirement System | 4.92K | Mar 31, 26 | -13 | 0.03% |
| Pictet Asset Management Holding SA | 4.90K | Mar 31, 26 | +4.90K | 0.03% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 4.77K | Mar 31, 26 | -12 | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 4.46K | Mar 31, 26 | -- | 0.02% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 4.45K | Mar 31, 26 | +12 | 0.02% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4.13K | Mar 31, 26 | +49 | 0.02% |
| OPPENHEIMER & CO INC | 3.92K | Mar 31, 26 | +3.92K | 0.02% |
| SG Americas Securities, LLC | 3.17K | Mar 31, 26 | +816 | 0.02% |
| Cedar Mountain Advisors, LLC | 2.69K | Mar 31, 26 | +2.69K | 0.01% |
| CX Institutional | 914 | Mar 31, 26 | -- | 0.01% |
| SIGNATUREFD, LLC | 820 | Mar 31, 26 | -224 | 0.00% |
| Farther Finance Advisors, LLC | 734 | Mar 31, 26 | +435 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 697 | Mar 31, 26 | +141 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 616 | Mar 31, 26 | +336 | 0.00% |
| Piscataqua Savings Bank | 300 | Mar 31, 26 | -- | 0.00% |
| EASTERN BANK | 176 | Mar 31, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 168 | Mar 31, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 150 | Mar 31, 26 | -- | 0.00% |
| HM PAYSON & CO | 142 | Mar 31, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 123 | Mar 31, 26 | -59 | 0.00% |
| Versant Capital Management, Inc | 113 | Mar 31, 26 | -- | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 85 | Mar 31, 26 | +85 | 0.00% |
| Capital Advisors, Ltd. LLC | 40 | Mar 31, 26 | -- | 0.00% |
| Sachetta, LLC | 38 | Mar 31, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 34 | Mar 31, 26 | +34 | 0.00% |
| Physician Wealth Advisors, Inc. | 21 | Mar 31, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 11 | Mar 31, 26 | -- | 0.00% |
| IFP Advisors, Inc | 5 | Mar 31, 26 | +2 | 0.00% |
| Hughes Financial Services, LLC | 3 | Mar 31, 26 | +3 | 0.00% |
| SBI Securities Co., Ltd. | 2 | Mar 31, 26 | -- | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -991 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Mar 31, 26 | -530 | -- |
| BlackRock, Inc. | 3.26M | Dec 31, 25 | +180.49K | 18.14% |
| VANGUARD GROUP INC | 1.54M | Dec 31, 25 | +67.46K | 8.55% |
| STATE STREET CORP | 721.28K | Dec 31, 25 | +31.19K | 4.01% |
| WELLINGTON MANAGEMENT GROUP LLP | 601.26K | Dec 31, 25 | +291.32K | 3.34% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 561.17K | Dec 31, 25 | +97.68K | 3.12% |
| JPMORGAN CHASE & CO | 557.82K | Dec 31, 25 | -50.27K | 3.10% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 526.56K | Dec 31, 25 | -184.73K | 2.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 424.16K | Dec 31, 25 | +24.49K | 2.36% |
| RENAISSANCE TECHNOLOGIES LLC | 396.94K | Dec 31, 25 | -87.10K | 2.21% |
| DIMENSIONAL FUND ADVISORS LP | 348.76K | Dec 31, 25 | -20.76K | 1.94% |
| REAVES W H & CO INC | 275.00K | Dec 31, 25 | -- | 1.53% |
| Aristotle Capital Boston, LLC | 274.30K | Dec 31, 25 | -26.29K | 1.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 268.21K | Dec 31, 25 | +46.80K | 1.49% |
| MORGAN STANLEY | 268.05K | Dec 31, 25 | +82.27K | 1.49% |
| NORTHERN TRUST CORP | 223.56K | Dec 31, 25 | -3.45K | 1.24% |
| HITE Hedge Asset Management LLC | 182.22K | Dec 31, 25 | +8.00K | 1.01% |
| FMR LLC | 170.88K | Dec 31, 25 | +167.80K | 0.95% |
| GOLDMAN SACHS GROUP INC | 146.98K | Dec 31, 25 | +72.96K | 0.82% |
| CSM Advisors, LLC | 134.25K | Dec 31, 25 | -7.08K | 0.75% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 131.13K | Dec 31, 25 | -1.40K | 0.73% |
| TWO SIGMA INVESTMENTS, LP | 129.25K | Dec 31, 25 | +34.18K | 0.72% |
| Invesco Ltd. | 106.78K | Dec 31, 25 | -3.55K | 0.59% |
| Bank of New York Mellon Corp | 105.85K | Dec 31, 25 | -85.07K | 0.59% |
| TWO SIGMA ADVISERS, LP | 101.50K | Dec 31, 25 | +35.90K | 0.56% |
| Russell Investments Group, Ltd. | 89.41K | Dec 31, 25 | +5.78K | 0.50% |
| PANAGORA ASSET MANAGEMENT INC | 80.12K | Dec 31, 25 | +24.86K | 0.45% |
| BANK OF AMERICA CORP /DE/ | 77.54K | Dec 31, 25 | -15.32K | 0.43% |
| SEI INVESTMENTS CO | 77.28K | Dec 31, 25 | -18.29K | 0.43% |
| GABELLI FUNDS LLC | 71.50K | Dec 31, 25 | -- | 0.40% |
| ROYAL BANK OF CANADA | 65.30K | Dec 31, 25 | -29.93K | 0.36% |
| UBS ASSET MANAGEMENT AMERICAS INC | 64.78K | Dec 31, 25 | +7.62K | 0.36% |
| UBS Group AG | 64.69K | Dec 31, 25 | -10.65K | 0.36% |
| Aventail Capital Group, LP | 64.36K | Dec 31, 25 | +1.03K | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 61.98K | Dec 31, 25 | -6.96K | 0.34% |
| RHUMBLINE ADVISERS | 54.00K | Dec 31, 25 | +282 | 0.30% |
| AMERIPRISE FINANCIAL INC | 52.91K | Dec 31, 25 | -6.12K | 0.29% |
| GREAT LAKES ADVISORS, LLC | 48.89K | Dec 31, 25 | -14 | 0.27% |
| AMERICAN CENTURY COMPANIES INC | 46.82K | Dec 31, 25 | -1.33K | 0.26% |
| Legal & General Group Plc | 46.74K | Dec 31, 25 | -2.09K | 0.26% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 45.73K | Dec 31, 25 | -265 | 0.25% |
| State of New Jersey Common Pension Fund D | 44.97K | Dec 31, 25 | -585 | 0.25% |
| CITADEL ADVISORS LLC | 42.36K | Dec 31, 25 | -22.60K | 0.24% |
| ANCHOR CAPITAL ADVISORS LLC | 40.96K | Dec 31, 25 | +2.06K | 0.23% |
| DEUTSCHE BANK AG\ | 39.52K | Dec 31, 25 | -257 | 0.22% |
| VICTORY CAPITAL MANAGEMENT INC | 36.27K | Dec 31, 25 | -12.39K | 0.20% |
| BARCLAYS PLC | 35.97K | Dec 31, 25 | +6.30K | 0.20% |
| Swiss National Bank | 34.80K | Dec 31, 25 | +3.30K | 0.19% |
| MARTINGALE ASSET MANAGEMENT L P | 34.71K | Dec 31, 25 | +420 | 0.19% |
| DC Investments Management, LLC | 32.85K | Dec 31, 25 | -- | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 32.66K | Dec 31, 25 | -11.49K | 0.18% |
| FIRST MANHATTAN CO. LLC. | 32.18K | Dec 31, 25 | -42 | 0.18% |
| Advisors Asset Management, Inc. | 28.85K | Dec 31, 25 | +3.08K | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 28.21K | Dec 31, 25 | -2.17K | 0.16% |
| Squarepoint Ops LLC | 28.11K | Dec 31, 25 | -637 | 0.16% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 27.49K | Dec 31, 25 | +116 | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 27.39K | Dec 31, 25 | +21.34K | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 26.11K | Dec 31, 25 | +12.93K | 0.15% |
| WELLS FARGO & COMPANY/MN | 25.22K | Dec 31, 25 | +9.46K | 0.14% |
| COMERICA BANK | 23.56K | Dec 31, 25 | -1.22K | 0.13% |
| Qube Research & Technologies Ltd | 23.33K | Dec 31, 25 | -97.29K | 0.13% |
| VOYA INVESTMENT MANAGEMENT LLC | 23.14K | Dec 31, 25 | +387 | 0.13% |
| Quantinno Capital Management LP | 21.59K | Dec 31, 25 | +8.93K | 0.12% |
| M&T BANK CORP | 21.50K | Dec 31, 25 | +1.86K | 0.12% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 19.27K | Dec 31, 25 | +5.09K | 0.11% |
| Connor, Clark & Lunn Investment Management Ltd. | 19.20K | Dec 31, 25 | +1.89K | 0.11% |
| Maryland State Retirement & Pension System | 19.00K | Dec 31, 25 | +67 | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 17.10K | Dec 31, 25 | +1.70K | 0.10% |
| PRUDENTIAL FINANCIAL INC | 16.81K | Dec 31, 25 | -1.04K | 0.09% |
| BNP PARIBAS ARBITRAGE, SNC | 16.61K | Dec 31, 25 | +3.94K | 0.09% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 15.03K | Dec 31, 25 | +86 | 0.08% |
| Susquehanna Portfolio Strategies, LLC | 12.50K | Dec 31, 25 | +12.50K | 0.07% |
| Rockefeller Capital Management L.P. | 12.32K | Dec 31, 25 | +183 | 0.07% |
| Creative Planning | 12.25K | Dec 31, 25 | +2.79K | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.96K | Dec 31, 25 | +11.96K | 0.07% |
| HighTower Advisors, LLC | 11.84K | Dec 31, 25 | -55 | 0.07% |
| HRT FINANCIAL LP | 11.30K | Dec 31, 25 | -152 | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 11.19K | Dec 31, 25 | -1.26K | 0.06% |
| Boston Partners | 10.58K | Dec 31, 25 | -1.30K | 0.06% |
| State of Tennessee, Treasury Department | 10.09K | Dec 31, 25 | -293 | 0.06% |
| Quest Partners LLC | 9.84K | Dec 31, 25 | +4.74K | 0.05% |
| STIFEL FINANCIAL CORP | 9.84K | Dec 31, 25 | +52 | 0.05% |
| Illinois Municipal Retirement Fund | 9.81K | Dec 31, 25 | +1.21K | 0.05% |
| MetLife Investment Management, LLC | 9.63K | Dec 31, 25 | +82 | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 8.81K | Dec 31, 25 | +312 | 0.05% |
| Cerity Partners LLC | 8.29K | Dec 31, 25 | +848 | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8.24K | Dec 31, 25 | +751 | 0.05% |
| PDT Partners, LLC | 7.99K | Dec 31, 25 | -- | 0.04% |
| LPL Financial LLC | 7.88K | Dec 31, 25 | -834 | 0.04% |
| FIRST CITIZENS BANK & TRUST CO | 7.77K | Dec 31, 25 | +2.53K | 0.04% |
| Quantbot Technologies LP | 7.34K | Dec 31, 25 | -5.57K | 0.04% |
| INTECH INVESTMENT MANAGEMENT LLC | 7.22K | Dec 31, 25 | +1.11K | 0.04% |
| BANK OF MONTREAL /CAN/ | 7.15K | Dec 31, 25 | -405 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.89K | Dec 31, 25 | +584 | 0.04% |
| JANUS HENDERSON GROUP PLC | 6.86K | Dec 31, 25 | -- | 0.04% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6.67K | Dec 31, 25 | +1.47K | 0.04% |
| GUGGENHEIM CAPITAL LLC | 6.40K | Dec 31, 25 | -81 | 0.04% |
| TUDOR INVESTMENT CORP ET AL | 6.34K | Dec 31, 25 | -83.52K | 0.04% |
| Aurora Investment Counsel | 6.30K | Dec 31, 25 | -80 | 0.04% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5.95K | Dec 31, 25 | +5.95K | 0.03% |
| Ballentine Partners, LLC | 5.89K | Dec 31, 25 | +5.89K | 0.03% |
| AMALGAMATED BANK | 5.12K | Dec 31, 25 | +354 | 0.03% |
| CITIGROUP INC | 5.02K | Dec 31, 25 | -1.59K | 0.03% |
| EP Wealth Advisors, LLC | 4.86K | Dec 31, 25 | +4.86K | 0.03% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 4.84K | Dec 31, 25 | -- | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 4.83K | Dec 31, 25 | -- | 0.03% |
| AIGEN INVESTMENT MANAGEMENT, LP | 4.77K | Dec 31, 25 | +500 | 0.03% |
| 1620 INVESTMENT ADVISORS, INC. | 4.65K | Dec 31, 25 | -506 | 0.03% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4.49K | Dec 31, 25 | -- | 0.02% |
| STATE OF WISCONSIN INVESTMENT BOARD | 4.49K | Dec 31, 25 | -2.25K | 0.02% |
| Virtus ETF Advisers LLC | 4.18K | Dec 31, 25 | -- | 0.02% |
| BOKF, NA | 3.94K | Dec 31, 25 | -250 | 0.02% |
| Aquatic Capital Management LLC | 3.47K | Dec 31, 25 | -7.33K | 0.02% |
| Federation des caisses Desjardins du Quebec | 3.36K | Dec 31, 25 | +690 | 0.02% |
| CWM, LLC | 1.58K | Dec 31, 25 | +799 | 0.01% |
| Daiwa Securities Group Inc. | 1.40K | Dec 31, 25 | -191 | 0.01% |
| State of Wyoming | 1.35K | Dec 31, 25 | -1.16K | 0.01% |
| Ameritas Investment Partners, Inc. | 1.35K | Dec 31, 25 | -- | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 825 | Dec 31, 25 | +825 | 0.00% |
| Tower Research Capital LLC (TRC) | 623 | Dec 31, 25 | -701 | 0.00% |
| Caitong International Asset Management Co., Ltd | 619 | Dec 31, 25 | +19 | 0.00% |
| Larson Financial Group LLC | 594 | Dec 31, 25 | +594 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 586 | Dec 31, 25 | +18 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 540 | Dec 31, 25 | +171 | 0.00% |
| BNP Paribas Asset Management Holding S.A. | 514 | Dec 31, 25 | +514 | 0.00% |
| Addison Advisors LLC | 430 | Dec 31, 25 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 389 | Dec 31, 25 | +55 | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 358 | Dec 31, 25 | +4 | 0.00% |
| UMB Bank, n.a. | 300 | Dec 31, 25 | +16 | 0.00% |
| Wealth Preservation Advisors, LLC | 300 | Dec 31, 25 | -- | 0.00% |
| Parallel Advisors, LLC | 266 | Dec 31, 25 | +257 | 0.00% |
| CIBC Private Wealth Group, LLC | 258 | Dec 31, 25 | -5 | 0.00% |
| Smartleaf Asset Management LLC | 250 | Dec 31, 25 | +182 | 0.00% |
| Quarry LP | 244 | Dec 31, 25 | -426 | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 214 | Dec 31, 25 | +214 | 0.00% |
| Steward Partners Investment Advisory, LLC | 209 | Dec 31, 25 | -250 | 0.00% |
| BESSEMER GROUP INC | 206 | Dec 31, 25 | +63 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 200 | Dec 31, 25 | -36 | 0.00% |
| Salomon & Ludwin, LLC | 199 | Dec 31, 25 | -- | 0.00% |
| Gen-Wealth Partners Inc | 168 | Dec 31, 25 | -- | 0.00% |
| TRUST CO OF VERMONT | 150 | Dec 31, 25 | -- | 0.00% |
| US BANCORP \DE\ | 126 | Dec 31, 25 | +99 | 0.00% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 106 | Dec 31, 25 | +106 | 0.00% |
| Bradley & Co. Private Wealth Management, LLC | 106 | Dec 31, 25 | -- | 0.00% |
| Allworth Financial LP | 101 | Dec 31, 25 | +71 | 0.00% |
| Optiver Holding B.V. | 72 | Dec 31, 25 | -16 | 0.00% |
| Parkside Financial Bank & Trust | 68 | Dec 31, 25 | +53 | 0.00% |
| Cornerstone Planning Group LLC | 58 | Dec 31, 25 | -55 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 47 | Dec 31, 25 | +22 | 0.00% |
| SRS Capital Advisors, Inc. | 33 | Dec 31, 25 | -228 | 0.00% |
| Bare Financial Services, Inc | 31 | Dec 31, 25 | +31 | 0.00% |
| MAI Capital Management | 29 | Dec 31, 25 | -- | 0.00% |
| Aster Capital Management (DIFC) Ltd | 20 | Dec 31, 25 | +20 | 0.00% |
| Financial Network Wealth Advisors LLC | 16 | Dec 31, 25 | -- | 0.00% |
| Rialto Wealth Management, LLC | 10 | Dec 31, 25 | +10 | 0.00% |
| Transamerica Financial Advisors, Inc. | 2 | Dec 31, 25 | +2 | 0.00% |
| Sunbelt Securities, Inc. | 2 | Dec 31, 25 | +2 | 0.00% |
| OPTIMA CAPITAL LLC | 1 | Dec 31, 25 | +1 | 0.00% |
| JANE STREET GROUP, LLC | -- | Dec 31, 25 | -13.98K | -- |
| MERITAGE PORTFOLIO MANAGEMENT | -- | Dec 31, 25 | -4.24K | -- |
| SIMPLEX TRADING, LLC | -- | Dec 31, 25 | -100 | -- |
| READYSTATE ASSET MANAGEMENT LP | -- | Dec 31, 25 | -15.00K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -350 | -- |
| Quadrature Capital Ltd | -- | Dec 31, 25 | -11.40K | -- |
| Clearstead Advisors, LLC | -- | Dec 31, 25 | -24 | -- |
| D. E. Shaw & Co., Inc. | -- | Dec 31, 25 | -5.69K | -- |
| Walleye Capital LLC | -- | Dec 31, 25 | -17.32K | -- |
| Alyeska Investment Group, L.P. | -- | Dec 31, 25 | -60.00K | -- |
| MACKENZIE FINANCIAL CORP | -- | Dec 31, 25 | -4.43K | -- |
| Man Group plc | -- | Dec 31, 25 | -5.43K | -- |
| Clearstead Trust, LLC | -- | Dec 31, 25 | -8 | -- |
| Verition Fund Management LLC | -- | Dec 31, 25 | -17.89K | -- |
| Pathstone Holdings, LLC | -- | Dec 31, 25 | -10.30K | -- |
| FRANKLIN RESOURCES INC | -- | Dec 31, 25 | -44.16K | -- |
| SHELL ASSET MANAGEMENT CO | 998 | Sep 30, 25 | -1.48K | 0.01% |
| Hemington Wealth Management | 26 | Sep 30, 25 | -18 | 0.00% |
| Nebula Research & Development LLC | 6.77K | Jun 30, 25 | +6.77K | 0.04% |
| Parkworth Wealth Management, Inc. | 5 | Jun 30, 25 | +5 | 0.00% |
| Teton Advisors, Inc. | -- | Jun 30, 25 | -3.50K | -- |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -144 | -- |
| Foundry Partners, LLC | 115.88K | Mar 31, 25 | +22.22K | 0.64% |
| Lindbrook Capital, LLC | 34 | Mar 31, 25 | -- | 0.00% |
| Nuveen Asset Management, LLC | 129.86K | Dec 31, 24 | +144 | 0.72% |
| WR Wealth Planners, LLC | 2.20K | Dec 31, 24 | -- | 0.01% |
| RE Dickinson Investment Advisors, LLC | 7 | Dec 31, 24 | +7 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 35.11K | Sep 30, 24 | +3.06K | 0.20% |
| ClariVest Asset Management LLC | 12 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 2.90M | Jun 30, 24 | +2.79K | 16.13% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.46K | Jun 30, 24 | -- | 0.01% |
| CREDIT SUISSE AG/ | 27.04K | Mar 31, 24 | -4.21K | 0.15% |
| CAMBRIDGE TRUST CO | 176 | Mar 31, 24 | -- | 0.00% |
| PUTNAM INVESTMENTS LLC | 80.03K | Dec 31, 23 | +5.77K | 0.44% |
| Steward Financial Group LLC | 2.42K | Sep 30, 23 | -- | 0.01% |
| PICTET ASSET MANAGEMENT SA | 4.97K | Jun 30, 23 | +824 | 0.03% |
| TimeScale Financial, Inc. | 366 | Jun 30, 23 | +2 | 0.00% |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 184.26K | Dec 31, 22 | -1.14K | 1.02% |
| Monarch Partners Asset Management LLC | 86.05K | Dec 31, 22 | -35.38K | 0.48% |
| Hightower 6M Holding, LLC | 7.01K | Sep 30, 22 | -1.02K | 0.04% |
| American Research & Management Co. | 1.00K | Sep 30, 22 | -- | 0.01% |
| WIPFLI FINANCIAL ADVISORS LLC, | 47 | Sep 30, 22 | +47 | 0.00% |
| Private Capital Group, LLC | 10 | Jun 30, 22 | -10 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 83.25K | Mar 31, 22 | +18.01K | 0.46% |
| IndexIQ Advisors LLC | 8.16K | Mar 31, 22 | -1.08K | 0.05% |
| Amalgamated Financial Corp. | 7.07K | Mar 31, 22 | +7.07K | 0.04% |
| PALLADIUM PARTNERS LLC | 6.37K | Mar 31, 22 | +6.37K | 0.04% |
| 6 Meridian | 8.54K | Dec 31, 21 | +141 | 0.05% |
| NEXT Financial Group, Inc | 766 | Dec 31, 21 | -- | 0.00% |
| Berman Capital Advisors, LLC | 36 | Sep 30, 21 | -- | 0.00% |
| DALTON GREINER HARTMAN MAHER & CO | 7.68K | Mar 31, 21 | -6.61K | 0.04% |
| Aperio Group, LLC | 17.91K | Dec 31, 20 | -11.87K | 0.10% |
| CHICAGO EQUITY PARTNERS LLC | -- | Mar 31, 20 | -4.76K | -- |
| Advisor Group, Inc. | 55.98K | Dec 31, 19 | -1.11K | 0.31% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.72K | Dec 31, 19 | +303 | 0.02% |
| BOSTON ADVISORS LLC | 36.28K | Sep 30, 19 | +36.28K | 0.20% |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC | 21.62K | Jun 30, 19 | -66 | 0.12% |
| MENTA CAPITAL LLC | 3.35K | Jun 30, 19 | +3.35K | 0.02% |
| TEACHERS ADVISORS, LLC | 76.99K | Mar 31, 19 | +44.68K | 0.43% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 27.50K | Mar 31, 19 | -1.57K | 0.15% |
| NEXT Financial Holdings | 1.00K | Mar 31, 19 | +1.00K | 0.01% |
| IMPAX ASSET MANAGEMENT LLC | 500.95K | Jun 30, 18 | +1.41K | 2.78% |
| FNY Managed Accounts LLC | -- | Mar 31, 18 | -20 | -- |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -777 | -- |
| Numeric Investors LLC | 76.90K | Dec 31, 17 | +10.90K | 0.43% |
| BB&T INVESTMENT SERVICES, INC. | 753 | Dec 31, 17 | -359 | 0.00% |
| Hutchin Hill Capital, LP | -- | Dec 31, 17 | -7.80K | -- |
| I.G. INVESTMENT MANAGEMENT, LTD. | 13.53K | Sep 30, 17 | +13.53K | 0.08% |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -836 | -- |
| Commonwealth Equity Services, Inc | 9.85K | Jun 30, 17 | -8.82K | 0.05% |
| TFS CAPITAL LLC | -- | Jun 30, 17 | -7.73K | -- |
| BlackRock Institutional Trust Company, N.A. | 512.11K | Dec 31, 16 | +6.54K | 2.85% |
| BlackRock Fund Advisors | 459.37K | Dec 31, 16 | +67.46K | 2.55% |
| BlackRock Investment Management, LLC | 58.76K | Dec 31, 16 | -364 | 0.33% |
| BLACKROCK ADVISORS LLC | 7.77K | Dec 31, 16 | -147 | 0.04% |
| BlackRock Group LTD | 6.37K | Dec 31, 16 | +483 | 0.04% |
| MSI Financial Services Inc | -- | Dec 31, 16 | -2 | -- |
| Emerald Acquisition Ltd. | 193.02K | Sep 30, 16 | -40.48K | 1.07% |
| ANALYTIC INVESTORS, LLC | 68.14K | Sep 30, 16 | -- | 0.38% |
| RUSSELL FRANK CO/ | 273.09K | Mar 31, 16 | +9.95K | 1.52% |
| BOSTON PRIVATE BANK & TRUST CO | 25 | Mar 31, 15 | -- | 0.00% |
| BAIRD ROBERT W & CO INC /WI/ | -- | Mar 31, 15 | -13.60K | -- |
| UBS AG | 6.17K | Sep 30, 14 | -1.67K | 0.03% |
| SEI TRUST CO | 1.70K | Sep 30, 14 | +1.70K | 0.01% |
| KMS FINANCIAL SERVICES, INC | 23.86K | Jun 30, 14 | -49.54K | 0.13% |
| NORTHERN TRUST CO OF CONNECTICUT | -- | Dec 31, 13 | -2.10K | -- |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 7.27K | Mar 31, 13 | +7.27K | 0.04% |