Vertex, Inc.VERXNASDAQ
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| PICTET BANK & TRUST Ltd | -- | Dec 31, 25 | -9.10K | -- |
| TEACHER RETIREMENT SYSTEM OF TEXAS | -- | Dec 31, 25 | -9.49K | -- |
| Y.D. More Investments Ltd | -- | Dec 31, 25 | -41.00K | -- |
| Private Wealth Management Group, LLC | -- | Dec 31, 25 | -47 | -- |
| B. Metzler seel. Sohn & Co. AG | -- | Dec 31, 25 | -35.56K | -- |
| MATHER GROUP, LLC. | -- | Dec 31, 25 | -146 | -- |
| Verdence Capital Advisors LLC | -- | Dec 31, 25 | -11.54K | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | -- | Dec 31, 25 | -11.76K | -- |
| Spence Asset Management | -- | Dec 31, 25 | -337.01K | -- |
| Stephens Consulting, LLC | -- | Dec 31, 25 | -133 | -- |
| ORG Partners LLC | -- | Dec 31, 25 | -9 | -- |
| BlackRock, Inc. | 5.32M | Sep 30, 25 | -507.48K | -- |
| Tensile Capital Management LP | 3.80M | Sep 30, 25 | +160.56K | -- |
| BROWN ADVISORY INC | 3.08M | Sep 30, 25 | +3.08M | -- |
| Neuberger Berman Group LLC | 2.99M | Sep 30, 25 | -177.91K | -- |
| GENEVA CAPITAL MANAGEMENT LLC | 2.93M | Sep 30, 25 | -84.85K | -- |
| WASATCH ADVISORS LP | 2.73M | Sep 30, 25 | +229.77K | -- |
| Conestoga Capital Advisors, LLC | 2.54M | Sep 30, 25 | -855.43K | -- |
| WELLINGTON MANAGEMENT GROUP LLP | 2.16M | Sep 30, 25 | +937.90K | -- |
| Champlain Investment Partners, LLC | 2.05M | Sep 30, 25 | +340.68K | -- |
| JPMORGAN CHASE & CO | 1.79M | Sep 30, 25 | +195.21K | -- |
| STATE STREET CORP | 1.71M | Sep 30, 25 | +146.28K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 1.70M | Sep 30, 25 | +164.31K | -- |
| FRANKLIN RESOURCES INC | 1.47M | Sep 30, 25 | -888.57K | -- |
| BROWN CAPITAL MANAGEMENT LLC | 1.30M | Sep 30, 25 | -125.73K | -- |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.30M | Sep 30, 25 | -116.85K | -- |
| Park West Asset Management LLC | 1.25M | Sep 30, 25 | +1.25M | -- |
| TimesSquare Capital Management, LLC | 1.09M | Sep 30, 25 | +23.44K | -- |
| ShawSpring Partners LLC | 1.08M | Sep 30, 25 | +369.00K | -- |
| DIMENSIONAL FUND ADVISORS LP | 987.26K | Sep 30, 25 | +32.56K | -- |
| MORGAN STANLEY | 973.44K | Sep 30, 25 | +533.16K | -- |
| PRINCIPAL FINANCIAL GROUP INC | 892.95K | Sep 30, 25 | +275.52K | -- |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 854.38K | Sep 30, 25 | +92.79K | -- |
| BARCLAYS PLC | 843.22K | Sep 30, 25 | +160.21K | -- |
| Pembroke Management, LTD | 818.05K | Sep 30, 25 | +60.53K | -- |
| JANUS HENDERSON GROUP PLC | 801.64K | Sep 30, 25 | -17.64K | -- |
| AMERIPRISE FINANCIAL INC | 794.64K | Sep 30, 25 | -291.87K | -- |
| Aperture Investors, LLC | 752.43K | Sep 30, 25 | +31.99K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 728.63K | Sep 30, 25 | +647.95K | -- |
| Artisan Partners Limited Partnership | 728.45K | Sep 30, 25 | -26.65K | -- |
| FRED ALGER MANAGEMENT, LLC | 702.97K | Sep 30, 25 | -987.08K | -- |
| NORTHERN TRUST CORP | 644.53K | Sep 30, 25 | +29.02K | -- |
| PALISADE CAPITAL MANAGEMENT, LP | 618.13K | Sep 30, 25 | -6.49K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 596.45K | Sep 30, 25 | +102.22K | -- |
| Premier Fund Managers Ltd | 573.36K | Sep 30, 25 | -350.56K | -- |
| BANK OF AMERICA CORP /DE/ | 557.62K | Sep 30, 25 | +272.57K | -- |
| Hyperion Capital Advisors LP | 540.00K | Sep 30, 25 | +540.00K | -- |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 466.67K | Sep 30, 25 | -43.60K | -- |
| Rockefeller Capital Management L.P. | 447.77K | Sep 30, 25 | -6.69K | -- |
| GOLDMAN SACHS GROUP INC | 424.29K | Sep 30, 25 | -18.32K | -- |
| Toroso Investments, LLC | 396.25K | Sep 30, 25 | -4.03K | -- |
| MIZUHO MARKETS AMERICAS LLC | 392.93K | Sep 30, 25 | +37.71K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 384.71K | Sep 30, 25 | -493.37K | -- |
| GAGNON SECURITIES LLC | 378.69K | Sep 30, 25 | +108.84K | -- |
| SEI INVESTMENTS CO | 371.32K | Sep 30, 25 | +43.23K | -- |
| BNP PARIBAS ARBITRAGE, SNC | 343.59K | Sep 30, 25 | +113.60K | -- |
| JANE STREET GROUP, LLC | 324.66K | Sep 30, 25 | +277.25K | -- |
| Pier Capital, LLC | 291.86K | Sep 30, 25 | +60.23K | -- |
| Granahan Investment Management, LLC | 289.31K | Sep 30, 25 | +234.88K | -- |
| ROYAL BANK OF CANADA | 281.53K | Sep 30, 25 | +47.32K | -- |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 268.82K | Sep 30, 25 | +7.00K | -- |
| BAMCO INC /NY/ | 248.04K | Sep 30, 25 | +248.04K | -- |
| Gagnon Advisors, LLC | 232.48K | Sep 30, 25 | +70.67K | -- |
| Bank of New York Mellon Corp | 218.60K | Sep 30, 25 | +16.80K | -- |
| CITIGROUP INC | 212.43K | Sep 30, 25 | +103.63K | -- |
| Saba Capital Management, L.P. | 203.47K | Sep 30, 25 | +78.40K | -- |
| Herald Investment Management Ltd | 200.00K | Sep 30, 25 | +200.00K | -- |
| NORTH STAR ASSET MANAGEMENT INC | 195.01K | Sep 30, 25 | +63.06K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 193.52K | Sep 30, 25 | -7.47K | -- |
| Summit Creek Advisors LLC | 189.79K | Sep 30, 25 | -15.54K | -- |
| CITADEL ADVISORS LLC | 185.98K | Sep 30, 25 | -618.52K | -- |
| Banco Santander, S.A. | 177.83K | Sep 30, 25 | -160.17K | -- |
| EFG Asset Management (North America) Corp. | 149.47K | Sep 30, 25 | +42.65K | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 142.97K | Sep 30, 25 | -33.04K | -- |
| Swiss National Bank | 142.00K | Sep 30, 25 | +11.60K | -- |
| KENNEDY CAPITAL MANAGEMENT LLC | 135.29K | Sep 30, 25 | -31.64K | -- |
| Nuveen, LLC | 131.70K | Sep 30, 25 | -- | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 124.18K | Sep 30, 25 | -79.44K | -- |
| Whetstone Capital Advisors, LLC | 113.50K | Sep 30, 25 | +113.50K | -- |
| Bullseye Asset Management LLC | 111.70K | Sep 30, 25 | -- | -- |
| ROYCE & ASSOCIATES LP | 110.53K | Sep 30, 25 | +40.00K | -- |
| FEDERATED HERMES, INC. | 101.36K | Sep 30, 25 | -472.00K | -- |
| RHUMBLINE ADVISERS | 94.64K | Sep 30, 25 | -2.84K | -- |
| Baird Financial Group, Inc. | 94.15K | Sep 30, 25 | -14.23K | -- |
| IVY LANE CAPITAL MANAGEMENT, LLC | 94.00K | Sep 30, 25 | +94.00K | -- |
| Legal & General Group Plc | 82.32K | Sep 30, 25 | +2.74K | -- |
| DARK FOREST CAPITAL MANAGEMENT LP | 81.55K | Sep 30, 25 | +81.55K | -- |
| Bank Julius Baer & Co. Ltd, Zurich | 80.89K | Sep 30, 25 | -19.95K | -- |
| Quantbot Technologies LP | 75.91K | Sep 30, 25 | +75.91K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 74.28K | Sep 30, 25 | -8.77K | -- |
| ALLIANCEBERNSTEIN L.P. | 71.21K | Sep 30, 25 | +411 | -- |
| MACQUARIE GROUP LTD | 71.00K | Sep 30, 25 | -474.13K | -- |
| MILLENNIUM MANAGEMENT LLC | 70.49K | Sep 30, 25 | -322.85K | -- |
| Lazard Freres Gestion S.A.S. | 70.00K | Sep 30, 25 | +50.00K | -- |
| Advantage Alpha Capital Partners LP | 69.23K | Sep 30, 25 | -3.65K | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 68.53K | Sep 30, 25 | +5.52K | -- |
| MARSHALL WACE, LLP | 68.47K | Sep 30, 25 | -105.21K | -- |
| Walleye Trading LLC | 67.79K | Sep 30, 25 | +67.79K | -- |
| 2Xideas AG | 63.27K | Sep 30, 25 | +63.27K | -- |
| Verition Fund Management LLC | 61.81K | Sep 30, 25 | -159 | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 61.03K | Sep 30, 25 | -247.41K | -- |
| Palogic Value Management, L.P. | 60.00K | Sep 30, 25 | +60.00K | -- |
| OPPENHEIMER ASSET MANAGEMENT INC. | 59.72K | Sep 30, 25 | +5.55K | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 56.60K | Sep 30, 25 | +3.76K | -- |
| WELLS FARGO & COMPANY/MN | 54.64K | Sep 30, 25 | +7.44K | -- |
| Invesco Ltd. | 53.30K | Sep 30, 25 | -729.38K | -- |
| DEUTSCHE BANK AG\ | 50.80K | Sep 30, 25 | +6.57K | -- |
| Y-Intercept (Hong Kong) Ltd | 50.79K | Sep 30, 25 | +50.79K | -- |
| Holocene Advisors, LP | 44.62K | Sep 30, 25 | +44.62K | -- |
| CenterBook Partners LP | 42.72K | Sep 30, 25 | +22.67K | -- |
| Caption Management, LLC | 41.16K | Sep 30, 25 | +41.16K | -- |
| MetLife Investment Management, LLC | 39.03K | Sep 30, 25 | -- | -- |
| BESSEMER GROUP INC | 36.99K | Sep 30, 25 | -543.81K | -- |
| Cetera Investment Advisers | 36.48K | Sep 30, 25 | +29.63K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35.65K | Sep 30, 25 | -625 | -- |
| Daiwa Securities Group Inc. | 35.00K | Sep 30, 25 | -3.00K | -- |
| Morningstar Investment Management LLC | 34.24K | Sep 30, 25 | +34.24K | -- |
| Jain Global LLC | 31.26K | Sep 30, 25 | -126.13K | -- |
| DKRT Investments Corp. | 30.00K | Sep 30, 25 | -- | -- |
| Sterling Investment Advisors, Ltd. | 29.47K | Sep 30, 25 | -- | -- |
| INTECH INVESTMENT MANAGEMENT LLC | 27.88K | Sep 30, 25 | -9.65K | -- |
| LPL Financial LLC | 27.86K | Sep 30, 25 | -8.60K | -- |
| Glenmede Investment Management, LP | 23.72K | Sep 30, 25 | -966 | -- |
| Russell Investments Group, Ltd. | 22.60K | Sep 30, 25 | +9.05K | -- |
| AXQ CAPITAL, LP | 20.86K | Sep 30, 25 | +20.86K | -- |
| PEAK6 LLC | 20.58K | Sep 30, 25 | +20.58K | -- |
| XTX Topco Ltd | 20.12K | Sep 30, 25 | -15.98K | -- |
| Greycroft LP | 20.00K | Sep 30, 25 | -18.00K | -- |
| Engineers Gate Manager LP | 19.35K | Sep 30, 25 | -26.95K | -- |
| SummitTX Capital, L.P. | 18.85K | Sep 30, 25 | +9.31K | -- |
| NICOLET ADVISORY SERVICES, LLC | 18.83K | Sep 30, 25 | +3.78K | -- |
| Police & Firemen's Retirement System of New Jersey | 18.00K | Sep 30, 25 | +3.25K | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 17.93K | Sep 30, 25 | +820 | -- |
| Pathstone Holdings, LLC | 16.88K | Sep 30, 25 | +1.90K | -- |
| Campbell & CO Investment Adviser LLC | 16.80K | Sep 30, 25 | -31.94K | -- |
| Illinois Municipal Retirement Fund | 15.05K | Sep 30, 25 | -11.45K | -- |
| Handelsbanken Fonder AB | 14.60K | Sep 30, 25 | -- | -- |
| Neo Ivy Capital Management | 14.17K | Sep 30, 25 | +14.17K | -- |
| Jefferies Financial Group Inc. | 13.81K | Sep 30, 25 | +6.31K | -- |
| SIMPLEX TRADING, LLC | 13.76K | Sep 30, 25 | +13.76K | -- |
| TWO SIGMA ADVISERS, LP | 13.60K | Sep 30, 25 | -4.60K | -- |
| AIGEN INVESTMENT MANAGEMENT, LP | 13.59K | Sep 30, 25 | +13.59K | -- |
| NATIXIS ADVISORS, L.P. | 12.28K | Sep 30, 25 | -2.87K | -- |
| NEXPOINT ASSET MANAGEMENT, L.P. | 11.95K | Sep 30, 25 | +11.95K | -- |
| ProShare Advisors LLC | 11.13K | Sep 30, 25 | -2.22K | -- |
| Quest Partners LLC | 10.73K | Sep 30, 25 | +1.01K | -- |
| TRUIST FINANCIAL CORP | 10.24K | Sep 30, 25 | -2.08K | -- |
| Atom Investors LP | 10.08K | Sep 30, 25 | +10.08K | -- |
| Callan Family Office, LLC | 10.01K | Sep 30, 25 | -462 | -- |
| NOMURA HOLDINGS INC | 9.97K | Sep 30, 25 | +9.97K | -- |
| SUMMITRY LLC | 9.66K | Sep 30, 25 | +1.26K | -- |
| STIFEL FINANCIAL CORP | 8.51K | Sep 30, 25 | -2.00K | -- |
| VICTORY CAPITAL MANAGEMENT INC | 8.35K | Sep 30, 25 | +753 | -- |
| WOLVERINE TRADING, LLC | 8.32K | Sep 30, 25 | +8.32K | -- |
| Harvest Fund Management Co., Ltd | 8.28K | Sep 30, 25 | -- | -- |
| PRUDENTIAL FINANCIAL INC | 8.12K | Sep 30, 25 | +15 | -- |
| D. E. Shaw & Co., Inc. | 8.10K | Sep 30, 25 | -51.87K | -- |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 7.31K | Sep 30, 25 | -- | -- |
| Strategic Advocates LLC | 6.83K | Sep 30, 25 | +365 | -- |
| State of Wyoming | 6.47K | Sep 30, 25 | +1.78K | -- |
| Fairman Group, LLC | 6.13K | Sep 30, 25 | -- | -- |
| Ameritas Investment Partners, Inc. | 5.44K | Sep 30, 25 | -1.21K | -- |
| Johnson Financial Group, Inc. | 5.26K | Sep 30, 25 | +5.26K | -- |
| ADVISOR GROUP HOLDINGS, INC. | 4.90K | Sep 30, 25 | -881 | -- |
| Federation des caisses Desjardins du Quebec | 4.32K | Sep 30, 25 | +4.32K | -- |
| Tower Research Capital LLC (TRC) | 3.05K | Sep 30, 25 | -5.02K | -- |
| Advisors Asset Management, Inc. | 2.42K | Sep 30, 25 | +259 | -- |
| Fulcrum Asset Management LLP | 1.93K | Sep 30, 25 | -11.65K | -- |
| AMALGAMATED BANK | 1.88K | Sep 30, 25 | -- | -- |
| FMR LLC | 1.86K | Sep 30, 25 | -1.57M | -- |
| FIFTH THIRD BANCORP | 1.63K | Sep 30, 25 | +167 | -- |
| Steward Partners Investment Advisory, LLC | 909 | Sep 30, 25 | +199 | -- |
| BNP Paribas Asset Management Holding S.A. | 713 | Sep 30, 25 | +48 | -- |
| LAZARD ASSET MANAGEMENT LLC | 559 | Sep 30, 25 | +384 | -- |
| NewEdge Advisors, LLC | 477 | Sep 30, 25 | -68 | -- |
| BANK OF MONTREAL /CAN/ | 411 | Sep 30, 25 | -554 | -- |
| Optiver Holding B.V. | 402 | Sep 30, 25 | -45 | -- |
| Parkside Financial Bank & Trust | 363 | Sep 30, 25 | -2 | -- |
| Caitong International Asset Management Co., Ltd | 339 | Sep 30, 25 | +339 | -- |
| CIBC Private Wealth Group, LLC | 315 | Sep 30, 25 | -17 | -- |
| T. Rowe Price Investment Management, Inc. | 303 | Sep 30, 25 | +303 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 259 | Sep 30, 25 | -8.11K | -- |
| EverSource Wealth Advisors, LLC | 210 | Sep 30, 25 | -45 | -- |
| Hurley Capital, LLC | 182 | Sep 30, 25 | -- | -- |
| JONES FINANCIAL COMPANIES LLLP | 158 | Sep 30, 25 | +61 | -- |
| Sterling Capital Management LLC | 158 | Sep 30, 25 | -30.45K | -- |
| Quarry LP | 142 | Sep 30, 25 | -486 | -- |
| Allworth Financial LP | 111 | Sep 30, 25 | +66 | -- |
| CI INVESTMENTS INC. | 107 | Sep 30, 25 | -1 | -- |
| HUNTINGTON NATIONAL BANK | 47 | Sep 30, 25 | -- | -- |
| Root Financial Partners, LLC | 43 | Sep 30, 25 | +43 | -- |
| SBI Securities Co., Ltd. | 37 | Sep 30, 25 | -15 | -- |
| Key FInancial Inc | 35 | Sep 30, 25 | -- | -- |
| Wealthspire Advisors, LLC | 7 | Sep 30, 25 | +7 | -- |
| GPS Wealth Strategies Group, LLC | 3 | Sep 30, 25 | -- | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | Sep 30, 25 | +3 | -- |
| Bay Harbor Wealth Management, LLC | 1 | Sep 30, 25 | -4 | -- |
| Parallel Advisors, LLC | -- | Sep 30, 25 | -9 | -- |
| AXIOM INVESTORS LLC /DE | -- | Sep 30, 25 | -86.49K | -- |
| FIRST TRUST ADVISORS LP | -- | Sep 30, 25 | -30.19K | -- |
| INCEPTIONR LLC | -- | Sep 30, 25 | -17.71K | -- |
| MCF Advisors LLC | -- | Sep 30, 25 | -357 | -- |
| Fortress Investment Group LLC | -- | Sep 30, 25 | -40.00K | -- |
| Capital World Investors | -- | Sep 30, 25 | -2.19M | -- |
| SouthState Corp | -- | Sep 30, 25 | -13 | -- |
| Qube Research & Technologies Ltd | -- | Sep 30, 25 | -50.05K | -- |
| PDT Partners, LLC | -- | Sep 30, 25 | -21.70K | -- |
| Woodline Partners LP | -- | Sep 30, 25 | -9.47K | -- |
| Hemington Wealth Management | -- | Sep 30, 25 | -38 | -- |
| ESSEX INVESTMENT MANAGEMENT CO LLC | -- | Sep 30, 25 | -929 | -- |
| Fieldview Capital Management, LLC | -- | Sep 30, 25 | -11.72K | -- |
| FULLER & THALER ASSET MANAGEMENT, INC. | -- | Sep 30, 25 | -311 | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Sep 30, 25 | -1.52K | -- |
| Global Retirement Partners, LLC | -- | Sep 30, 25 | -123 | -- |
| West Tower Group, LLC | -- | Sep 30, 25 | -13.00K | -- |
| RiverPark Advisors, LLC | -- | Sep 30, 25 | -5.56K | -- |
| LOOMIS SAYLES & CO L P | -- | Sep 30, 25 | -1.20M | -- |
| IFP Advisors, Inc | -- | Sep 30, 25 | -2.70K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Sep 30, 25 | -10.50K | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -76 | -- |
| TWINBEECH CAPITAL LP | -- | Sep 30, 25 | -90.11K | -- |
| Aquatic Capital Management LLC | -- | Sep 30, 25 | -19.24K | -- |
| ROTHSCHILD INVESTMENT LLC | -- | Sep 30, 25 | -40 | -- |
| ExodusPoint Capital Management, LP | -- | Sep 30, 25 | -50.32K | -- |
| Vident Advisory, LLC | -- | Sep 30, 25 | -12.24K | -- |
| Elequin Securities, LLC | -- | Sep 30, 25 | -71 | -- |
| Larson Financial Group LLC | -- | Sep 30, 25 | -447 | -- |
| CAPSTONE INVESTMENT ADVISORS, LLC | -- | Sep 30, 25 | -7.00K | -- |
| NEXT CENTURY GROWTH INVESTORS LLC | -- | Sep 30, 25 | -331.38K | -- |
| NATIXIS | -- | Sep 30, 25 | -7.20K | -- |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | -- | Sep 30, 25 | -550.67K | -- |
| OSTERWEIS CAPITAL MANAGEMENT INC | -- | Sep 30, 25 | -185.64K | -- |
| Squarepoint Ops LLC | -- | Sep 30, 25 | -13.76K | -- |
| HighTower Advisors, LLC | -- | Sep 30, 25 | -8.71K | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Sep 30, 25 | -14.88K | -- |
| DLD Asset Management, LP | -- | Sep 30, 25 | -8.50M | -- |
| Connor, Clark & Lunn Investment Management Ltd. | -- | Sep 30, 25 | -18.58K | -- |
| Freestone Grove Partners LP | -- | Sep 30, 25 | -13.99K | -- |
| Monashee Investment Management LLC | -- | Sep 30, 25 | -130.00K | -- |
| ABN AMRO INVESTMENT SOLUTIONS | -- | Sep 30, 25 | -91.17K | -- |
| STRS OHIO | -- | Sep 30, 25 | -10.30K | -- |
| LGT Fund Management Co Ltd. | -- | Sep 30, 25 | -101.36K | -- |
| Petrus Trust Company, LTA | -- | Sep 30, 25 | -7.19K | -- |
| SIERRA OCEAN, LLC | -- | Sep 30, 25 | -29 | -- |
| PANAGORA ASSET MANAGEMENT INC | -- | Sep 30, 25 | -15.52K | -- |
| Brevan Howard Capital Management LP | -- | Sep 30, 25 | -14.12K | -- |
| HFM Investment Advisors, LLC | -- | Sep 30, 25 | -3 | -- |
| Atlantic Union Bankshares Corp | -- | Sep 30, 25 | -127 | -- |
| PRINCIPAL SECURITIES, INC. | -- | Sep 30, 25 | -10 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 26.78K | Jun 30, 25 | +7.20K | -- |
| CIBC WORLD MARKETS CORP | 8.02K | Jun 30, 25 | -4.23K | -- |
| Parkworth Wealth Management, Inc. | 1 | Jun 30, 25 | -- | -- |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -514 | -- |
| Redwood Investments, LLC | 32.16K | Mar 31, 25 | -1.28K | -- |
| Orion Portfolio Solutions, LLC | 24.76K | Mar 31, 25 | +24.76K | -- |
| GLENMEDE TRUST CO NA | 20.31K | Mar 31, 25 | +2.58K | -- |
| Lindbrook Capital, LLC | 21 | Mar 31, 25 | -- | -- |
| Sandy Spring Bank | 15 | Mar 31, 25 | +15 | -- |
| Nuveen Asset Management, LLC | 153.99K | Dec 31, 24 | +7.36K | -- |
| RAYMOND JAMES & ASSOCIATES | 10.82K | Sep 30, 24 | +1.10K | -- |
| nVerses Capital, LLC | 5.40K | Sep 30, 24 | +5.40K | -- |
| Eisler Capital (US) LLC | -- | Sep 30, 24 | -23.02K | -- |
| BlackRock Inc. | 4.66M | Jun 30, 24 | +3.41M | -- |
| BANK PICTET & CIE (ASIA) LTD | 10.80K | Jun 30, 24 | +10.80K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 435 | Jun 30, 24 | +249 | -- |
| CREDIT SUISSE AG/ | 58.98K | Mar 31, 24 | +872 | -- |
| Cetera Advisor Networks LLC | 8.78K | Mar 31, 24 | -2.35K | -- |
| Cetera Advisors LLC | 7.52K | Mar 31, 24 | +7.52K | -- |
| PUTNAM INVESTMENTS LLC | 834.03K | Dec 31, 23 | +148.96K | -- |
| PATHSTONE FAMILY OFFICE, LLC | 14.90K | Sep 30, 23 | +14.90K | -- |
| Veritable, L.P. | 14.90K | Jun 30, 23 | -- | -- |
| Monarch Partners Asset Management LLC | 95.25K | Dec 31, 22 | +95.25K | -- |
| Gyon Technologies Capital Management, LP | 14 | Dec 31, 22 | +14 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 47.06K | Mar 31, 22 | -9.92K | -- |
| Hoover Financial Advisors, Inc. | 105 | Jun 30, 21 | -- | -- |
| Polar Capital LLP | 121.00K | Sep 30, 20 | +121.00K | -- |