White Mountains Insurance Group, Ltd.WTMNYSE
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| National Wealth Management Group, LLC | -- | Dec 31, 25 | -208 | -- |
| Perpetual Ltd | -- | Dec 31, 25 | -8.13K | -- |
| Spire Wealth Management | -- | Dec 31, 25 | -3 | -- |
| NEVILLE RODIE & SHAW INC | -- | Dec 31, 25 | -200 | -- |
| QRG CAPITAL MANAGEMENT, INC. | -- | Dec 31, 25 | -369 | -- |
| SBI Securities Co., Ltd. | -- | Dec 31, 25 | -1 | -- |
| NBC SECURITIES, INC. | -- | Dec 31, 25 | -7 | -- |
| PROFFITT & GOODSON INC | -- | Dec 31, 25 | -6 | -- |
| Premier Fund Managers Ltd | -- | Dec 31, 25 | -5 | -- |
| Bayforest Capital Ltd | -- | Dec 31, 25 | -9 | -- |
| TEACHER RETIREMENT SYSTEM OF TEXAS | -- | Dec 31, 25 | -337 | -- |
| DIMENSIONAL FUND ADVISORS LP | 157.22K | Sep 30, 25 | +1.46K | -- |
| MORGAN STANLEY | 138.86K | Sep 30, 25 | -26.20K | -- |
| Neuberger Berman Group LLC | 115.02K | Sep 30, 25 | +31.32K | -- |
| BlackRock, Inc. | 112.58K | Sep 30, 25 | -579 | -- |
| River Road Asset Management, LLC | 109.59K | Sep 30, 25 | -304 | -- |
| FULLER & THALER ASSET MANAGEMENT, INC. | 108.09K | Sep 30, 25 | +7.11K | -- |
| COOKE & BIELER LP | 107.85K | Sep 30, 25 | +31.07K | -- |
| FIDUCIARY MANAGEMENT INC /WI/ | 94.38K | Sep 30, 25 | +22.91K | -- |
| Boston Partners | 84.44K | Sep 30, 25 | -4.95K | -- |
| Wallace Capital Management Inc. | 81.49K | Sep 30, 25 | +2.45K | -- |
| LONDON CO OF VIRGINIA | 66.80K | Sep 30, 25 | -1.97K | -- |
| STATE STREET CORP | 54.44K | Sep 30, 25 | -2.80K | -- |
| T. Rowe Price Investment Management, Inc. | 47.77K | Sep 30, 25 | -15.17K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 42.09K | Sep 30, 25 | -439 | -- |
| REINHART PARTNERS, INC. | 41.61K | Sep 30, 25 | -85 | -- |
| BANK OF AMERICA CORP /DE/ | 38.81K | Sep 30, 25 | -597 | -- |
| LORD, ABBETT & CO. LLC | 36.92K | Sep 30, 25 | +4.69K | -- |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 31.65K | Sep 30, 25 | +10.56K | -- |
| RAYMOND JAMES FINANCIAL INC | 29.39K | Sep 30, 25 | -1.28K | -- |
| Spears Abacus Advisors LLC | 28.29K | Sep 30, 25 | -59 | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24.23K | Sep 30, 25 | +49 | -- |
| Mraz, Amerine & Associates, Inc. | 22.61K | Sep 30, 25 | +1.03K | -- |
| BROWN ADVISORY INC | 20.33K | Sep 30, 25 | -522 | -- |
| WELLINGTON MANAGEMENT GROUP LLP | 19.21K | Sep 30, 25 | -5.44K | -- |
| NORTHERN TRUST CORP | 17.76K | Sep 30, 25 | +352 | -- |
| ENVESTNET ASSET MANAGEMENT INC | 17.59K | Sep 30, 25 | +80 | -- |
| Select Equity Group, L.P. | 16.95K | Sep 30, 25 | -926 | -- |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 14.81K | Sep 30, 25 | -90 | -- |
| WCM INVESTMENT MANAGEMENT, LLC | 13.23K | Sep 30, 25 | +138 | -- |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 13.08K | Sep 30, 25 | +2.11K | -- |
| Bank of New York Mellon Corp | 10.10K | Sep 30, 25 | -758 | -- |
| WELLS FARGO & COMPANY/MN | 9.35K | Sep 30, 25 | -235 | -- |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9.23K | Sep 30, 25 | -1.16K | -- |
| THOMPSON SIEGEL & WALMSLEY LLC | 8.65K | Sep 30, 25 | +347 | -- |
| VICTORY CAPITAL MANAGEMENT INC | 8.53K | Sep 30, 25 | -9.11K | -- |
| GW&K Investment Management, LLC | 8.01K | Sep 30, 25 | -262 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.36K | Sep 30, 25 | +7.07K | -- |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 7.11K | Sep 30, 25 | +237 | -- |
| Gotham Asset Management, LLC | 6.90K | Sep 30, 25 | +5.94K | -- |
| ROYCE & ASSOCIATES LP | 6.30K | Sep 30, 25 | -301 | -- |
| Quantinno Capital Management LP | 6.05K | Sep 30, 25 | +1.76K | -- |
| AQR CAPITAL MANAGEMENT LLC | 5.91K | Sep 30, 25 | -2.17K | -- |
| GOLDMAN SACHS GROUP INC | 5.91K | Sep 30, 25 | -974 | -- |
| BRADLEY FOSTER & SARGENT INC/CT | 5.55K | Sep 30, 25 | +24 | -- |
| SEI INVESTMENTS CO | 5.39K | Sep 30, 25 | +481 | -- |
| Williams Jones Wealth Management, LLC. | 5.19K | Sep 30, 25 | -- | -- |
| Swiss National Bank | 4.95K | Sep 30, 25 | -- | -- |
| JANE STREET GROUP, LLC | 4.82K | Sep 30, 25 | -1.25K | -- |
| JPMORGAN CHASE & CO | 4.32K | Sep 30, 25 | +2.00K | -- |
| RHUMBLINE ADVISERS | 4.23K | Sep 30, 25 | -48 | -- |
| Legal & General Group Plc | 4.05K | Sep 30, 25 | -260 | -- |
| PROSPECTOR PARTNERS LLC | 3.78K | Sep 30, 25 | -293 | -- |
| HRT FINANCIAL LP | 3.59K | Sep 30, 25 | -1.50K | -- |
| Nuveen, LLC | 3.46K | Sep 30, 25 | -- | -- |
| Brandywine Global Investment Management, LLC | 3.33K | Sep 30, 25 | -200 | -- |
| Invesco Ltd. | 3.32K | Sep 30, 25 | -329 | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 3.14K | Sep 30, 25 | +529 | -- |
| Creative Planning | 3.10K | Sep 30, 25 | +260 | -- |
| AMERIPRISE FINANCIAL INC | 3.03K | Sep 30, 25 | -454 | -- |
| Lighthouse Investment Partners, LLC | 2.94K | Sep 30, 25 | +2.94K | -- |
| MML INVESTORS SERVICES, LLC | 2.85K | Sep 30, 25 | +118 | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 2.52K | Sep 30, 25 | -- | -- |
| D. E. Shaw & Co., Inc. | 2.51K | Sep 30, 25 | +76 | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2.43K | Sep 30, 25 | +61 | -- |
| LPL Financial LLC | 2.31K | Sep 30, 25 | +321 | -- |
| AMERICAN CENTURY COMPANIES INC | 2.24K | Sep 30, 25 | -4.12K | -- |
| Cerity Partners LLC | 1.94K | Sep 30, 25 | +40 | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.88K | Sep 30, 25 | +131 | -- |
| RENAISSANCE TECHNOLOGIES LLC | 1.85K | Sep 30, 25 | +1.85K | -- |
| AGF MANAGEMENT LTD | 1.78K | Sep 30, 25 | +448 | -- |
| ROYAL BANK OF CANADA | 1.77K | Sep 30, 25 | -420 | -- |
| BNP PARIBAS ARBITRAGE, SNC | 1.54K | Sep 30, 25 | +1.35K | -- |
| CITIGROUP INC | 1.49K | Sep 30, 25 | +127 | -- |
| HighTower Advisors, LLC | 1.47K | Sep 30, 25 | +1 | -- |
| Edgestream Partners, L.P. | 1.37K | Sep 30, 25 | -6.44K | -- |
| Colony Group, LLC | 1.35K | Sep 30, 25 | -243 | -- |
| STIFEL FINANCIAL CORP | 1.32K | Sep 30, 25 | -28 | -- |
| Main Street Financial Solutions, LLC | 1.26K | Sep 30, 25 | -32 | -- |
| LEUTHOLD GROUP, LLC | 1.21K | Sep 30, 25 | +41 | -- |
| PECAUT & CO. | 1.17K | Sep 30, 25 | -- | -- |
| TD ASSET MANAGEMENT INC | 1.17K | Sep 30, 25 | -452 | -- |
| Treasurer of the State of North Carolina | 1.13K | Sep 30, 25 | -37 | -- |
| JANUS HENDERSON GROUP PLC | 1.12K | Sep 30, 25 | -- | -- |
| Police & Firemen's Retirement System of New Jersey | 1.12K | Sep 30, 25 | +183 | -- |
| Handelsbanken Fonder AB | 1.10K | Sep 30, 25 | +500 | -- |
| Cove Street Capital, LLC | 1.08K | Sep 30, 25 | +609 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 983 | Sep 30, 25 | +44 | -- |
| ALLIANCEBERNSTEIN L.P. | 955 | Sep 30, 25 | -172 | -- |
| BARCLAYS PLC | 952 | Sep 30, 25 | -2.43K | -- |
| MILLENNIUM MANAGEMENT LLC | 934 | Sep 30, 25 | -458 | -- |
| ODDO BHF ASSET MANAGEMENT SAS | 930 | Sep 30, 25 | -34 | -- |
| Magnetar Financial LLC | 881 | Sep 30, 25 | +881 | -- |
| Holocene Advisors, LP | 839 | Sep 30, 25 | +839 | -- |
| Summit Trail Advisors, LLC | 828 | Sep 30, 25 | +456 | -- |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 814 | Sep 30, 25 | +4 | -- |
| Regency Capital Management Inc.\DE | 811 | Sep 30, 25 | +811 | -- |
| Aquatic Capital Management LLC | 765 | Sep 30, 25 | +765 | -- |
| CAPTRUST FINANCIAL ADVISORS | 707 | Sep 30, 25 | -52 | -- |
| Texas Yale Capital Corp. | 680 | Sep 30, 25 | +680 | -- |
| Qube Research & Technologies Ltd | 636 | Sep 30, 25 | -1.16K | -- |
| FMR LLC | 625 | Sep 30, 25 | +64 | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | 623 | Sep 30, 25 | -14 | -- |
| Midwest Professional Planners, LTD. | 622 | Sep 30, 25 | -6 | -- |
| BRANDES INVESTMENT PARTNERS, LP | 614 | Sep 30, 25 | +44 | -- |
| Toroso Investments, LLC | 608 | Sep 30, 25 | +608 | -- |
| CI Private Wealth, LLC | 598 | Sep 30, 25 | -251 | -- |
| KING LUTHER CAPITAL MANAGEMENT CORP | 560 | Sep 30, 25 | -40 | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 534 | Sep 30, 25 | +10 | -- |
| SRS Capital Advisors, Inc. | 508 | Sep 30, 25 | +327 | -- |
| Parker Investment Management, LLC | 500 | Sep 30, 25 | -- | -- |
| Ensign Peak Advisors, Inc | 500 | Sep 30, 25 | -400 | -- |
| Janney Montgomery Scott LLC | 462 | Sep 30, 25 | +16 | -- |
| Resona Asset Management Co.,Ltd. | 452 | Sep 30, 25 | -35 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 438 | Sep 30, 25 | +4 | -- |
| BANK OF MONTREAL /CAN/ | 432 | Sep 30, 25 | -- | -- |
| Tower Research Capital LLC (TRC) | 420 | Sep 30, 25 | +230 | -- |
| ADVISOR GROUP HOLDINGS, INC. | 413 | Sep 30, 25 | +23 | -- |
| ExodusPoint Capital Management, LP | 401 | Sep 30, 25 | +45 | -- |
| Walleye Capital LLC | 396 | Sep 30, 25 | +96 | -- |
| FRANKLIN RESOURCES INC | 396 | Sep 30, 25 | -38 | -- |
| Pathstone Holdings, LLC | 392 | Sep 30, 25 | +8 | -- |
| KLINGENSTEIN FIELDS & CO LP | 380 | Sep 30, 25 | -- | -- |
| Roundview Capital LLC | 373 | Sep 30, 25 | -2 | -- |
| CAPSTONE INVESTMENT ADVISORS, LLC | 368 | Sep 30, 25 | +368 | -- |
| Cetera Investment Advisers | 364 | Sep 30, 25 | +103 | -- |
| Glenmede Investment Management, LP | 362 | Sep 30, 25 | -12 | -- |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 353 | Sep 30, 25 | -- | -- |
| Russell Investments Group, Ltd. | 351 | Sep 30, 25 | +234 | -- |
| Global Retirement Partners, LLC | 343 | Sep 30, 25 | +15 | -- |
| Kathleen S. Wright Associates Inc. | 340 | Sep 30, 25 | -40 | -- |
| Lummis Asset Management, LP | 325 | Sep 30, 25 | -- | -- |
| Farringdon Capital, Ltd. | 310 | Sep 30, 25 | +310 | -- |
| Virtu Financial LLC | 309 | Sep 30, 25 | +309 | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 300 | Sep 30, 25 | -24 | -- |
| Jain Global LLC | 299 | Sep 30, 25 | -1 | -- |
| BALYASNY ASSET MANAGEMENT L.P. | 298 | Sep 30, 25 | +298 | -- |
| Cresset Asset Management, LLC | 284 | Sep 30, 25 | +2 | -- |
| CITADEL ADVISORS LLC | 281 | Sep 30, 25 | -890 | -- |
| Envestnet Portfolio Solutions, Inc. | 254 | Sep 30, 25 | -73 | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 249 | Sep 30, 25 | +7 | -- |
| Vanguard Personalized Indexing Management, LLC | 240 | Sep 30, 25 | +7 | -- |
| DEUTSCHE BANK AG\ | 234 | Sep 30, 25 | +24 | -- |
| Athena Investment Management | 229 | Sep 30, 25 | -- | -- |
| WEDBUSH SECURITIES INC | 224 | Sep 30, 25 | +13 | -- |
| Rockefeller Capital Management L.P. | 220 | Sep 30, 25 | +220 | -- |
| Mariner, LLC | 214 | Sep 30, 25 | -528 | -- |
| NICOLET ADVISORY SERVICES, LLC | 213 | Sep 30, 25 | +213 | -- |
| Private Advisor Group, LLC | 211 | Sep 30, 25 | -- | -- |
| PRINCIPAL SECURITIES, INC. | 210 | Sep 30, 25 | +10 | -- |
| BRYN MAWR TRUST Co | 209 | Sep 30, 25 | +69 | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 208 | Sep 30, 25 | -71 | -- |
| BANK OF NOVA SCOTIA | 202 | Sep 30, 25 | +6 | -- |
| Evercore Wealth Management, LLC | 200 | Sep 30, 25 | -- | -- |
| SummitTX Capital, L.P. | 200 | Sep 30, 25 | -99 | -- |
| TWO SIGMA SECURITIES, LLC | 194 | Sep 30, 25 | +24 | -- |
| Vise Technologies, Inc. | 190 | Sep 30, 25 | -6 | -- |
| Riverwater Partners LLC | 190 | Sep 30, 25 | +48 | -- |
| Savant Capital, LLC | 188 | Sep 30, 25 | -4 | -- |
| Atria Investments, Inc | 187 | Sep 30, 25 | -82 | -- |
| Susquehanna Portfolio Strategies, LLC | 187 | Sep 30, 25 | +187 | -- |
| INCEPTIONR LLC | 185 | Sep 30, 25 | +185 | -- |
| Squarepoint Ops LLC | 178 | Sep 30, 25 | -101 | -- |
| NewEdge Advisors, LLC | 170 | Sep 30, 25 | -- | -- |
| Marex Group plc | 163 | Sep 30, 25 | +163 | -- |
| TCG Advisory Services, LLC | 160 | Sep 30, 25 | +160 | -- |
| Mount Yale Investment Advisors, LLC | 157 | Sep 30, 25 | +81 | -- |
| ZACKS INVESTMENT MANAGEMENT | 157 | Sep 30, 25 | +9 | -- |
| Vestmark Advisory Solutions, Inc. | 157 | Sep 30, 25 | +157 | -- |
| PRUDENTIAL FINANCIAL INC | 156 | Sep 30, 25 | +6 | -- |
| Sterling Capital Management LLC | 154 | Sep 30, 25 | -13 | -- |
| Evelyn Partners Asset Management Ltd | 154 | Sep 30, 25 | -- | -- |
| CreativeOne Wealth, LLC | 150 | Sep 30, 25 | +2 | -- |
| Douglass Winthrop Advisors, LLC | 150 | Sep 30, 25 | -5 | -- |
| MONETA GROUP INVESTMENT ADVISORS LLC | 150 | Sep 30, 25 | -- | -- |
| Kestra Advisory Services, LLC | 149 | Sep 30, 25 | +21 | -- |
| MERCER GLOBAL ADVISORS INC /ADV | 147 | Sep 30, 25 | +29 | -- |
| Freestone Grove Partners LP | 144 | Sep 30, 25 | +144 | -- |
| Utah Retirement Systems | 134 | Sep 30, 25 | -- | -- |
| QUADRANT CAPITAL GROUP LLC | 133 | Sep 30, 25 | -- | -- |
| Requisite Capital Management, LLC | 129 | Sep 30, 25 | +129 | -- |
| PINNACLE ASSOCIATES LTD | 127 | Sep 30, 25 | -- | -- |
| AMALGAMATED BANK | 125 | Sep 30, 25 | -5 | -- |
| XPONANCE, INC. | 120 | Sep 30, 25 | -- | -- |
| MACQUARIE GROUP LTD | 107 | Sep 30, 25 | +107 | -- |
| BESSEMER GROUP INC | 94 | Sep 30, 25 | -- | -- |
| State of Wyoming | 76 | Sep 30, 25 | -- | -- |
| Parkside Financial Bank & Trust | 68 | Sep 30, 25 | -3 | -- |
| Smithfield Trust Co | 64 | Sep 30, 25 | -- | -- |
| MAI Capital Management | 62 | Sep 30, 25 | -1 | -- |
| Colonial Trust Co / SC | 61 | Sep 30, 25 | -- | -- |
| Federation des caisses Desjardins du Quebec | 50 | Sep 30, 25 | -- | -- |
| Anchor Investment Management, LLC | 50 | Sep 30, 25 | -- | -- |
| Steward Partners Investment Advisory, LLC | 47 | Sep 30, 25 | -58 | -- |
| Parallel Advisors, LLC | 45 | Sep 30, 25 | -1 | -- |
| Advisory Services Network, LLC | 45 | Sep 30, 25 | +45 | -- |
| MetLife Investment Management, LLC | 42 | Sep 30, 25 | -- | -- |
| Allworth Financial LP | 35 | Sep 30, 25 | +7 | -- |
| Clearstead Advisors, LLC | 31 | Sep 30, 25 | -23 | -- |
| Quarry LP | 31 | Sep 30, 25 | +31 | -- |
| EverSource Wealth Advisors, LLC | 30 | Sep 30, 25 | -13 | -- |
| Covestor Ltd | 28 | Sep 30, 25 | +22 | -- |
| CIBC Private Wealth Group, LLC | 25 | Sep 30, 25 | -- | -- |
| AMERIFLEX GROUP, INC. | 20 | Sep 30, 25 | +20 | -- |
| DELTA ASSET MANAGEMENT LLC/TN | 19 | Sep 30, 25 | -- | -- |
| TD PRIVATE CLIENT WEALTH LLC | 18 | Sep 30, 25 | -14 | -- |
| HUNTINGTON NATIONAL BANK | 16 | Sep 30, 25 | -- | -- |
| GABLES CAPITAL MANAGEMENT INC. | 15 | Sep 30, 25 | -- | -- |
| Hemington Wealth Management | 14 | Sep 30, 25 | +8 | -- |
| Caitong International Asset Management Co., Ltd | 14 | Sep 30, 25 | +14 | -- |
| NOMURA ASSET MANAGEMENT CO LTD | 12 | Sep 30, 25 | -- | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | Sep 30, 25 | -1 | -- |
| JONES FINANCIAL COMPANIES LLLP | 11 | Sep 30, 25 | -8 | -- |
| Wealthspire Advisors, LLC | 9 | Sep 30, 25 | +9 | -- |
| Bell Investment Advisors, Inc | 8 | Sep 30, 25 | -- | -- |
| Root Financial Partners, LLC | 8 | Sep 30, 25 | +8 | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 7 | Sep 30, 25 | -12.27K | -- |
| Binnacle Investments Inc | 7 | Sep 30, 25 | -- | -- |
| Private Wealth Asset Management, LLC | 7 | Sep 30, 25 | -- | -- |
| Smartleaf Asset Management LLC | 7 | Sep 30, 25 | -- | -- |
| 1620 INVESTMENT ADVISORS, INC. | 6 | Sep 30, 25 | -- | -- |
| CoreFirst Bank & Trust | 4 | Sep 30, 25 | -- | -- |
| SouthState Corp | 3 | Sep 30, 25 | -- | -- |
| TD Capital Management LLC | 2 | Sep 30, 25 | -- | -- |
| Bruce G. Allen Investments, LLC | 1 | Sep 30, 25 | -- | -- |
| Financial Network Wealth Advisors LLC | 1 | Sep 30, 25 | -- | -- |
| Tortoise Investment Management, LLC | 1 | Sep 30, 25 | -- | -- |
| ROTHSCHILD INVESTMENT LLC | 1 | Sep 30, 25 | +1 | -- |
| Clearstead Trust, LLC | 1 | Sep 30, 25 | +1 | -- |
| Cloud Capital Management, LLC | 1 | Sep 30, 25 | +1 | -- |
| MARTINGALE ASSET MANAGEMENT L P | -- | Sep 30, 25 | -191 | -- |
| Whipplewood Advisors, LLC | -- | Sep 30, 25 | -3 | -- |
| Symphony Financial, Ltd. Co. | -- | Sep 30, 25 | -1.83K | -- |
| Quadrature Capital Ltd | -- | Sep 30, 25 | -548 | -- |
| ISTHMUS PARTNERS, LLC | -- | Sep 30, 25 | -164 | -- |
| Larson Financial Group LLC | -- | Sep 30, 25 | -1 | -- |
| FIRST TRUST ADVISORS LP | -- | Sep 30, 25 | -5.67K | -- |
| FIRST MANHATTAN CO. LLC. | -- | Sep 30, 25 | -401 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Sep 30, 25 | -1 | -- |
| Petrus Trust Company, LTA | -- | Sep 30, 25 | -238 | -- |
| Integrated Wealth Concepts LLC | -- | Sep 30, 25 | -140 | -- |
| ACADIAN ASSET MANAGEMENT LLC | -- | Sep 30, 25 | -10 | -- |
| JOHNSON INVESTMENT COUNSEL INC | -- | Sep 30, 25 | -185 | -- |
| Vident Advisory, LLC | -- | Sep 30, 25 | -120 | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -4 | -- |
| BNP Paribas Asset Management Holding S.A. | -- | Sep 30, 25 | -22 | -- |
| ALGERT GLOBAL LLC | -- | Sep 30, 25 | -233 | -- |
| IFP Advisors, Inc | -- | Sep 30, 25 | -1 | -- |
| Verition Fund Management LLC | -- | Sep 30, 25 | -571 | -- |
| SIERRA OCEAN, LLC | -- | Sep 30, 25 | -12 | -- |
| NORGES BANK | 30.49K | Jun 30, 25 | +30.49K | -- |
| Atria Wealth Solutions, Inc. | 229 | Jun 30, 25 | +18 | -- |
| Nebula Research & Development LLC | 201 | Jun 30, 25 | -561 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 121 | Jun 30, 25 | +121 | -- |
| First Horizon Advisors, Inc. | 48 | Jun 30, 25 | -1 | -- |
| Kilter Group LLC | 2 | Jun 30, 25 | +2 | -- |
| MV CAPITAL MANAGEMENT, INC. | 1 | Jun 30, 25 | -1 | -- |
| GLENMEDE TRUST CO NA | 370 | Mar 31, 25 | -40 | -- |
| Lindbrook Capital, LLC | 108 | Mar 31, 25 | -14 | -- |
| Orion Portfolio Solutions, LLC | 108 | Mar 31, 25 | +108 | -- |
| Nuveen Asset Management, LLC | 7.75K | Dec 31, 24 | -5 | -- |
| RAYMOND JAMES & ASSOCIATES | 21.74K | Sep 30, 24 | -945 | -- |
| SCOUT INVESTMENTS, INC. | 12.84K | Sep 30, 24 | -2.13K | -- |
| Raymond James Financial Services Advisors, Inc. | 587 | Sep 30, 24 | +2 | -- |
| New Potomac Partners, LLC | 130 | Sep 30, 24 | -- | -- |
| RAYMOND JAMES TRUST N.A. | 120 | Sep 30, 24 | -11 | -- |
| Planning Capital Management Corp | 10 | Sep 30, 24 | +10 | -- |
| EAGLE ASSET MANAGEMENT INC | -- | Sep 30, 24 | -3.62K | -- |
| BlackRock Inc. | 116.45K | Jun 30, 24 | +1.48K | -- |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 721 | Jun 30, 24 | +165 | -- |
| KARPAS STRATEGIES, LLC | 659 | Jun 30, 24 | -- | -- |
| Gratus Capital LLC | 608 | Jun 30, 24 | -- | -- |
| HYMAN CHARLES D | 305 | Jun 30, 24 | -- | -- |
| CREDIT SUISSE AG/ | 4.59K | Mar 31, 24 | +93 | -- |
| Cetera Advisor Networks LLC | 134 | Mar 31, 24 | -27 | -- |
| Cannell & Co. | 30.27K | Dec 31, 23 | -125 | -- |
| Bartlett & Co. LLC | 8 | Dec 31, 23 | -- | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 566 | Sep 30, 23 | +17 | -- |
| Icon Wealth Partners, LLC | 222 | Sep 30, 23 | -- | -- |
| PATHSTONE FAMILY OFFICE, LLC | 213 | Sep 30, 23 | +213 | -- |
| Steward Financial Group LLC | 4 | Sep 30, 23 | +4 | -- |
| PICTET ASSET MANAGEMENT SA | 300 | Jun 30, 23 | -50 | -- |
| First Capital Advisors Group, LLC. | 10 | Jun 30, 23 | +10 | -- |
| Avalon Investment & Advisory | 780 | Mar 31, 23 | -277 | -- |
| Kula Investments, LLC | 387 | Mar 31, 23 | +149 | -- |
| Acrisure Capital Management, LLC | 244 | Mar 31, 23 | -242 | -- |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC | 181 | Mar 31, 23 | -- | -- |
| Pendal Group Ltd | 17.79K | Dec 31, 22 | -- | -- |
| ZEKE CAPITAL ADVISORS, LLC | 370 | Dec 31, 22 | -6 | -- |
| Personal Capital Advisors Corp | 151 | Dec 31, 22 | +151 | -- |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 127.47K | Sep 30, 22 | -7.72K | -- |
| EATON VANCE MANAGEMENT | 1.48K | Sep 30, 22 | +10 | -- |
| AGF Investments LLC | 1.21K | Sep 30, 22 | +332 | -- |
| REGENTATLANTIC CAPITAL LLC | 650 | Sep 30, 22 | +316 | -- |
| Forager Funds Management Pty Ltd | 270 | Sep 30, 22 | +270 | -- |
| Strategic Asset Management, LLC | 28 | Sep 30, 22 | -- | -- |
| American Portfolios Advisors | 8 | Sep 30, 22 | -1 | -- |
| WIPFLI FINANCIAL ADVISORS LLC, | 5 | Sep 30, 22 | +5 | -- |
| Private Capital Group, LLC | 23 | Jun 30, 22 | -- | -- |
| Cordasco Financial Network | 10 | Jun 30, 22 | -- | -- |
| Fieldpoint Private Securities, LLC | 1 | Jun 30, 22 | +1 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12.51K | Mar 31, 22 | +405 | -- |
| Amalgamated Financial Corp. | 605 | Mar 31, 22 | +605 | -- |
| MARKSTON INTERNATIONAL LLC | 170 | Dec 31, 21 | -- | -- |
| NEXT Financial Group, Inc | 11 | Dec 31, 21 | +11 | -- |
| Marshall Wace North America L.P. | 326 | Sep 30, 21 | +326 | -- |
| FIRST MERCANTILE TRUST CO | 181 | Sep 30, 21 | -3 | -- |
| QS Investors, LLC | 4.95K | Jun 30, 21 | +4.70K | -- |
| PICTET ASSET MANAGEMENT LTD | 200 | Jun 30, 21 | -50 | -- |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | -- | Jun 30, 21 | -20 | -- |
| CARILLON TOWER ADVISERS, INC. | 10.38K | Dec 31, 20 | +3.30K | -- |
| Aperio Group, LLC | 3.83K | Dec 31, 20 | +461 | -- |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 574 | Dec 31, 20 | -47 | -- |
| OLD MISSION CAPITAL, LLC | 404 | Dec 31, 20 | +404 | -- |
| XTX MARKETS LLC | -- | Dec 31, 20 | -327 | -- |
| SHINE INVESTMENT ADVISORY SERVICES INC | 106 | Sep 30, 20 | -- | -- |
| Xact Kapitalforvaltning AB | 393 | Mar 31, 20 | -- | -- |
| CHICAGO EQUITY PARTNERS LLC | -- | Mar 31, 20 | -192 | -- |
| SCHALLER INVESTMENT GROUP INC | 1.40K | Dec 31, 19 | -- | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 472 | Dec 31, 19 | -13 | -- |
| Advisor Group, Inc. | 401 | Dec 31, 19 | -493 | -- |
| Highstreet Asset Management Inc. | 284 | Dec 31, 19 | +284 | -- |
| Signition LP | 200 | Dec 31, 19 | -- | -- |
| SUNTRUST BANKS INC | 354 | Sep 30, 19 | +14 | -- |
| Elkfork Partners LLC | 340 | Sep 30, 19 | -1.26K | -- |
| Glen Harbor Capital Management LLC | 280 | Sep 30, 19 | -1.04K | -- |
| Meadow Creek Investment Management LLC | 220 | Sep 30, 19 | -814 | -- |
| RIVERHEAD CAPITAL MANAGEMENT LLC | 200 | Sep 30, 19 | -940 | -- |
| Flinton Capital Management LLC | 160 | Sep 30, 19 | -592 | -- |
| WILLIAMS JONES & ASSOCIATES LLC | 5.69K | Jun 30, 19 | -- | -- |
| COMMONWEALTH BANK OF AUSTRALIA | 1.00K | Jun 30, 19 | +300 | -- |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 12.17K | Mar 31, 19 | +4.35K | -- |
| TEACHERS ADVISORS, LLC | 6.24K | Mar 31, 19 | -479 | -- |
| OppenheimerFunds, Inc. | 666 | Mar 31, 19 | +417 | -- |
| McQueen, Ball & Associates Inc. | 3.36K | Dec 31, 18 | -- | -- |
| Horizon Kinetics LLC | 532 | Dec 31, 18 | -- | -- |
| Zions Bancorporation | -- | Sep 30, 18 | -10 | -- |
| HERMES INVESTMENT MANAGEMENT LTD | 28.14K | Jun 30, 18 | +635 | -- |
| IMPAX ASSET MANAGEMENT LLC | 23.83K | Jun 30, 18 | -10.00K | -- |
| Numeric Investors LLC | 4.98K | Dec 31, 17 | +2.00K | -- |
| Virtu KCG Holdings LLC | 577 | Jun 30, 17 | -1.31K | -- |
| Commonwealth Equity Services, Inc | 265 | Jun 30, 17 | +29 | -- |
| Airain ltd | 253 | Jun 30, 17 | +253 | -- |
| JANUS HENDERSON INVESTORS US LLC | 7.30K | Mar 31, 17 | +900 | -- |
| R&F Capital Advisors LP | 624 | Mar 31, 17 | -6 | -- |
| BlackRock Institutional Trust Company, N.A. | 121.06K | Dec 31, 16 | -9.94K | -- |
| BlackRock Fund Advisors | 47.65K | Dec 31, 16 | -1.00K | -- |
| BlackRock Group LTD | 4.10K | Dec 31, 16 | +418 | -- |
| BLACKROCK ADVISORS LLC | 2.69K | Dec 31, 16 | +153 | -- |
| BlackRock Investment Management, LLC | 2.45K | Dec 31, 16 | +8 | -- |
| Calvert Investment Management, Inc. | 319 | Dec 31, 16 | -36 | -- |
| MSI Financial Services Inc | 220 | Dec 31, 16 | -- | -- |
| BlackRock Japan Co. Ltd | 42 | Dec 31, 16 | -- | -- |
| Emerald Acquisition Ltd. | 6.98K | Sep 30, 16 | +1.27K | -- |
| ANALYTIC INVESTORS, LLC | 5.62K | Sep 30, 16 | +5.04K | -- |
| SOCIETE GENERALE | 240 | Jun 30, 16 | +240 | -- |
| RUSSELL FRANK CO/ | 5.06K | Mar 31, 16 | +981 | -- |
| SPECTRUM ADVISORY SERVICES INC | 2.58K | Mar 31, 16 | -- | -- |
| CURIAN CAPITAL LLC | 668 | Dec 31, 15 | -1.42K | -- |
| Absolute Return Capital, LLC | 2.98K | Sep 30, 15 | -853 | -- |
| MANAGED ACCOUNT ADVISORS LLC | 50.24K | Jun 30, 15 | +2.66K | -- |
| Bank of Kentucky, Inc. | 50 | Mar 31, 15 | -8 | -- |
| BOSTON PRIVATE BANK & TRUST CO | 3 | Mar 31, 15 | -- | -- |
| Placemark Investments, Inc. | 2.67K | Dec 31, 14 | -81 | -- |
| UBS AG | 863 | Sep 30, 14 | -647 | -- |
| COMMUNITY BANK SYSTEM, INC. | -- | Sep 30, 14 | -100 | -- |
| WILMINGTON TRUST CO | 772 | Jun 30, 14 | -288 | -- |
| Wilmington Trust, National Association | -- | Jun 30, 14 | -515 | -- |
| FENIMORE ASSET MANAGEMENT TRUST | 86.55K | Sep 30, 13 | +86.55K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 1.11K | Sep 30, 13 | -119 | -- |
| SILCHESTER PARTNERS LTD | 2.70K | Sep 30, 11 | +900 | -- |
| NOLLENBERGER CAPITAL PARTNERS INC | 106 | Dec 31, 10 | -- | -- |
| BROWN INVESTMENT ADVISORY & TRUST CO | 1.14K | Mar 31, 10 | -- | -- |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | 839 | Jun 30, 08 | +142 | -- |
| MFP INVESTORS LLC | 11.20K | Dec 31, 07 | +11.20K | -- |
| MERCANTILE BANKSHARES CORP | 2.57K | Dec 31, 06 | +2.57K | -- |
| Meehan Mutual Funds, Inc. | 40 | Mar 31, 06 | +40 | -- |
| PRINCIPAL LIFE INSURANCE CO | 7.87K | Sep 30, 01 | +30 | -- |
| PRINCIPAL GLOBAL INVESTORS | 7.87K | Sep 30, 01 | +30 | -- |
| PRUDENTIAL INSURANCE CO OF AMERICA | 896 | Sep 30, 01 | -- | -- |