White Mountains Insurance Group, Ltd.(WTM)

$2136.23—

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White Mountains Insurance Group, Ltd.(WTM)

NYSE

$2136.23—

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WTM(WTM)

WTM

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Institutional Ownership

Top 539 Institutional Holders

Holder	Shares	Date	Change	% Held
DIMENSIONAL FUND ADVISORS LP	158.95K	Jun 30, 26	+2.34K	6.42%
Neuberger Berman Group LLC	119.14K	Jun 30, 26	-5.57K	4.81%
BlackRock, Inc.	117.87K	Jun 30, 26	+4.54K	4.76%
River Road Asset Management, LLC	115.88K	Jun 30, 26	-4.64K	4.68%
VANGUARD CAPITAL MANAGEMENT LLC	107.48K	Jun 30, 26	-1.68K	4.34%
FULLER & THALER ASSET MANAGEMENT, INC.	101.89K	Jun 30, 26	-2.67K	4.11%
COOKE & BIELER LP	85.12K	Jun 30, 26	-19.74K	3.44%
Wallace Capital Management Inc.	80.07K	Jun 30, 26	+1.27K	3.23%
FIDUCIARY MANAGEMENT INC /WI/	66.55K	Jun 30, 26	-18.52K	2.69%
GENDELL JEFFREY L	59.24K	Jun 30, 26	+21.43K	2.39%
Boston Partners	55.57K	Jun 30, 26	-1.89K	2.24%
LONDON CO OF VIRGINIA	54.02K	Jun 30, 26	-3.11K	2.18%
STATE STREET CORP	50.26K	Jun 30, 26	+1.10K	2.03%
GEODE CAPITAL MANAGEMENT, LLC	49.41K	Jun 30, 26	+7.29K	2.00%
MORGAN STANLEY	46.87K	Jun 30, 26	-12.43K	1.89%
REINHART PARTNERS, INC.	44.48K	Jun 30, 26	+7.11K	1.80%
T. Rowe Price Investment Management, Inc.	34.24K	Jun 30, 26	-7.28K	1.38%
LORD, ABBETT & CO. LLC	32.83K	Jun 30, 26	-281	1.33%
AMERICAN CENTURY COMPANIES INC	31.11K	Jun 30, 26	+22.80K	1.26%
NORGES BANK	27.96K	Jun 30, 26	+27.96K	1.13%
Spears Abacus Advisors LLC	27.58K	Jun 30, 26	-450	1.11%
BANK OF AMERICA CORP /DE/	25.03K	Jun 30, 26	-3.33K	1.01%
Sixth Street Partners Management Company, L.P.	23.50K	Jun 30, 26	+23.50K	0.95%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	23.50K	Jun 30, 26	-736	0.95%
Mraz, Amerine & Associates, Inc.	22.22K	Jun 30, 26	+39	0.90%
Allspring Global Investments Holdings, LLC	18.12K	Jun 30, 26	-496	0.73%
Gotham Asset Management, LLC	17.94K	Jun 30, 26	+8.89K	0.72%
BROWN ADVISORY INC	17.72K	Jun 30, 26	-122	0.72%
JANE STREET GROUP, LLC	17.23K	Jun 30, 26	+3.42K	0.70%
SOUTHEASTERN ASSET MANAGEMENT INC/TN/	17.10K	Jun 30, 26	-1.76K	0.69%
UBS Group AG	16.20K	Jun 30, 26	+5.76K	0.65%
VANGUARD FIDUCIARY TRUST CO	15.32K	Jun 30, 26	+133	0.62%
RAYMOND JAMES FINANCIAL INC	14.83K	Jun 30, 26	-9.12K	0.60%
NORTHERN TRUST CORP	14.57K	Jun 30, 26	-924	0.59%
WELLINGTON MANAGEMENT GROUP LLP	14.53K	Jun 30, 26	-352	0.59%
ENVESTNET ASSET MANAGEMENT INC	13.84K	Jun 30, 26	-1.73K	0.56%
Quantinno Capital Management LP	12.62K	Jun 30, 26	+2.84K	0.51%
ELKHORN PARTNERS LIMITED PARTNERSHIP	12.32K	Jun 30, 26	-380	0.50%
HORIZON KINETICS ASSET MANAGEMENT LLC	12.21K	Jun 30, 26	-906	0.49%
GOLDMAN SACHS GROUP INC	12.15K	Jun 30, 26	-3.63K	0.49%
VICTORY CAPITAL MANAGEMENT INC	10.68K	Jun 30, 26	-461	0.43%
FIRST TRUST ADVISORS LP	10.60K	Jun 30, 26	+7.55K	0.43%
Qube Research & Technologies Ltd	9.67K	Jun 30, 26	+8.66K	0.39%
SPEECE THORSON CAPITAL GROUP INC	9.21K	Jun 30, 26	-182	0.37%
WELLS FARGO & COMPANY/MN	8.71K	Jun 30, 26	-72	0.35%
Bank of New York Mellon Corp	8.41K	Jun 30, 26	-32	0.34%
SEI INVESTMENTS CO	8.11K	Jun 30, 26	-2.99K	0.33%
GW&K Investment Management, LLC	7.84K	Jun 30, 26	-87	0.32%
THOMPSON SIEGEL & WALMSLEY LLC	7.66K	Jun 30, 26	+447	0.31%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	7.28K	Jun 30, 26	+5.37K	0.29%
CITADEL ADVISORS LLC	7.14K	Jun 30, 26	+4.53K	0.29%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	6.79K	Jun 30, 26	+740	0.27%
ROYCE & ASSOCIATES LP	6.78K	Jun 30, 26	+321	0.27%
HRT FINANCIAL LP	6.76K	Jun 30, 26	+4.38K	0.27%
D. E. Shaw & Co., Inc.	6.62K	Jun 30, 26	-2.29K	0.27%
Edgestream Partners, L.P.	6.58K	Jun 30, 26	+3.45K	0.27%
AQR CAPITAL MANAGEMENT LLC	5.45K	Jun 30, 26	-2.29K	0.22%
JPMORGAN CHASE & CO	5.41K	Jun 30, 26	+2.84K	0.22%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	5.25K	Jun 30, 26	-1.17K	0.21%
Williams Jones Wealth Management, LLC.	5.19K	Jun 30, 26	-1	0.21%
Swiss National Bank	4.83K	Jun 30, 26	-210	0.19%
WINMILL & CO. INC	4.80K	Jun 30, 26	+4.80K	0.19%
FRANKLIN RESOURCES INC	4.18K	Jun 30, 26	-620	0.17%
Phocas Financial Corp.	4.08K	Jun 30, 26	-214	0.16%
RHUMBLINE ADVISERS	3.90K	Jun 30, 26	-234	0.16%
Creative Planning	3.86K	Jun 30, 26	-188	0.16%
Nuveen, LLC	3.68K	Jun 30, 26	-630	0.15%
Invesco Ltd.	3.50K	Jun 30, 26	+530	0.14%
LEE DANNER & BASS INC	3.25K	Jun 30, 26	+50	0.13%
AMERIPRISE FINANCIAL INC	2.85K	Jun 30, 26	-14	0.12%
NEW YORK STATE COMMON RETIREMENT FUND	2.53K	Jun 30, 26	+19	0.10%
Triad Investment Management	2.47K	Jun 30, 26	-42	0.10%
VANGUARD ASSET MANAGEMENT, Ltd	2.39K	Jun 30, 26	+67	0.10%
Russell Investments Group, Ltd.	2.37K	Jun 30, 26	+1.23K	0.10%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	2.35K	Jun 30, 26	+90	0.09%
PRICE T ROWE ASSOCIATES INC /MD/	2.33K	Jun 30, 26	+124	0.09%
Legal & General Group Plc	2.26K	Jun 30, 26	-151	0.09%
Robeco Institutional Asset Management B.V.	2.18K	Jun 30, 26	+5	0.09%
Regency Capital Management Inc.\DE	2.15K	Jun 30, 26	+611	0.09%
DAVENPORT & Co LLC	2.12K	Jun 30, 26	--	0.09%
BRADLEY FOSTER & SARGENT INC/CT	1.90K	Jun 30, 26	-103	0.08%
PARSONS CAPITAL MANAGEMENT INC/RI	1.89K	Jun 30, 26	-1	0.08%
Lighthouse Investment Partners, LLC	1.87K	Jun 30, 26	+1.87K	0.08%
Cerity Partners LLC	1.80K	Jun 30, 26	-70	0.07%
Atlantic Union Bankshares Corp	1.76K	Jun 30, 26	--	0.07%
MML INVESTORS SERVICES, LLC	1.74K	Jun 30, 26	-718	0.07%
AGF MANAGEMENT LTD	1.70K	Jun 30, 26	-7	0.07%
XTX Topco Ltd	1.64K	Jun 30, 26	+1.39K	0.07%
Toroso Investments, LLC	1.58K	Jun 30, 26	+230	0.06%
Colony Group, LLC	1.55K	Jun 30, 26	+424	0.06%
ExodusPoint Capital Management, LP	1.44K	Jun 30, 26	+832	0.06%
OPPENHEIMER ASSET MANAGEMENT INC.	1.36K	Jun 30, 26	-124	0.05%
LPL Financial LLC	1.32K	Jun 30, 26	-77	0.05%
HighTower Advisors, LLC	1.32K	Jun 30, 26	-131	0.05%
ROYAL BANK OF CANADA	1.24K	Jun 30, 26	+42	0.05%
STIFEL FINANCIAL CORP	1.24K	Jun 30, 26	-59	0.05%
WCM INVESTMENT MANAGEMENT, LLC	1.20K	Jun 30, 26	-4.80K	0.05%
1834 INVESTMENT ADVISORS CO	1.18K	Jun 30, 26	--	0.05%
BNP PARIBAS ARBITRAGE, SNC	1.17K	Jun 30, 26	-5.45K	0.05%
Midwest Professional Planners, LTD.	1.16K	Jun 30, 26	+769	0.05%
PECAUT & CO.	1.14K	Jun 30, 26	-30	0.05%
Walleye Capital LLC	1.13K	Jun 30, 26	+1.13K	0.05%
Police & Firemen's Retirement System of New Jersey	1.11K	Jun 30, 26	+30	0.04%
LEUTHOLD GROUP, LLC	1.10K	Jun 30, 26	+52	0.04%
Autumn Glory Partners, LLC	1.08K	Jun 30, 26	--	0.04%
HARBOR CAPITAL ADVISORS, INC.	1.08K	Jun 30, 26	+41	0.04%
MERCER GLOBAL ADVISORS INC /ADV	1.05K	Jun 30, 26	+189	0.04%
Treasurer of the State of North Carolina	1.03K	Jun 30, 26	-30	0.04%
ALLIANCEBERNSTEIN L.P.	944	Jun 30, 26	-9	0.04%
Vanguard Global Advisers, LLC	940	Jun 30, 26	-62	0.04%
CAPTRUST FINANCIAL ADVISORS	927	Jun 30, 26	-308	0.04%
BRAVE ASSET MANAGEMENT INC	924	Jun 30, 26	--	0.04%
State of New Jersey Common Pension Fund D	914	Jun 30, 26	-221	0.04%
Squarepoint Ops LLC	905	Jun 30, 26	+905	0.04%
Handelsbanken Fonder AB	880	Jun 30, 26	--	0.04%
Ethic Inc.	860	Jun 30, 26	+60	0.03%
Quadrature Capital Ltd	859	Jun 30, 26	-354	0.03%
Zurcher Kantonalbank (Zurich Cantonalbank)	851	Jun 30, 26	-62	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	841	Jun 30, 26	-169	0.03%
Summit Trail Advisors, LLC	817	Jun 30, 26	+57	0.03%
Sequoia Financial Advisors, LLC	810	Jun 30, 26	-14	0.03%
PRIVATE MANAGEMENT GROUP INC	806	Jun 30, 26	-17	0.03%
CI Private Wealth, LLC	792	Jun 30, 26	-606	0.03%
FMR LLC	786	Jun 30, 26	-119	0.03%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	767	Jun 30, 26	--	0.03%
NISA INVESTMENT ADVISORS, LLC	754	Jun 30, 26	+16	0.03%
Farther Finance Advisors, LLC	723	Jun 30, 26	+67	0.03%
TRUIST FINANCIAL CORP	716	Jun 30, 26	+32	0.03%
BRANDES INVESTMENT PARTNERS, LP	701	Jun 30, 26	+3	0.03%
Texas Yale Capital Corp.	687	Jun 30, 26	--	0.03%
PARK AVENUE SECURITIES LLC	674	Jun 30, 26	-29	0.03%
Arizona State Retirement System	664	Jun 30, 26	-35	0.03%
ADVISOR GROUP HOLDINGS, INC.	652	Jun 30, 26	+2	0.03%
VOYA INVESTMENT MANAGEMENT LLC	645	Jun 30, 26	+408	0.03%
Vident Advisory, LLC	635	Jun 30, 26	+635	0.03%
Vanguard Investments Australia, Ltd.	622	Jun 30, 26	-1	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	619	Jun 30, 26	+2	0.02%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	617	Jun 30, 26	+3	0.02%
WORLDQUANT MILLENNIUM ADVISORS LLC	591	Jun 30, 26	+591	0.02%
BARCLAYS PLC	583	Jun 30, 26	+48	0.02%
KLP KAPITALFORVALTNING AS	565	Jun 30, 26	--	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	551	Jun 30, 26	-47	0.02%
B.O.S.S. Retirement Advisors, LLC	533	Jun 30, 26	--	0.02%
Chicago Partners Investment Group LLC	523	Jun 30, 26	+56	0.02%
REGIONS FINANCIAL CORP	517	Jun 30, 26	--	0.02%
TD ASSET MANAGEMENT INC	512	Jun 30, 26	-420	0.02%
MIRABELLA FINANCIAL SERVICES LLP	495	Jun 30, 26	+495	0.02%
CITIGROUP INC	483	Jun 30, 26	-917	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	482	Jun 30, 26	-64	0.02%
Sendero Wealth Management, LLC	481	Jun 30, 26	-81	0.02%
BANK OF MONTREAL /CAN/	481	Jun 30, 26	+48	0.02%
Janney Montgomery Scott LLC	476	Jun 30, 26	-34	0.02%
Parker Investment Management, LLC	475	Jun 30, 26	--	0.02%
Jain Global LLC	467	Jun 30, 26	+71	0.02%
Pathstone Holdings, LLC	458	Jun 30, 26	-2	0.02%
Legacy Advisors, LLC	448	Jun 30, 26	-2	0.02%
SRS Capital Advisors, Inc.	447	Jun 30, 26	+172	0.02%
Rockefeller Capital Management L.P.	433	Jun 30, 26	+173	0.02%
ALLSTATE CORP	433	Jun 30, 26	-148	0.02%
DEUTSCHE BANK AG\	427	Jun 30, 26	+172	0.02%
Amundi	425	Jun 30, 26	-190	0.02%
Resona Asset Management Co.,Ltd.	394	Jun 30, 26	-49	0.02%
TEACHER RETIREMENT SYSTEM OF TEXAS	389	Jun 30, 26	+220	0.02%
Savant Capital, LLC	387	Jun 30, 26	+188	0.02%
Sanctuary Advisors, LLC	387	Jun 30, 26	-31	0.02%
MPS Loria Financial Planners, LLC	383	Jun 30, 26	+383	0.02%
Pictet Asset Management Holding SA	380	Jun 30, 26	-50	0.02%
KLINGENSTEIN FIELDS & CO LP	380	Jun 30, 26	--	0.02%
Cetera Investment Advisers	363	Jun 30, 26	+17	0.01%
Aquatic Capital Management LLC	361	Jun 30, 26	-551	0.01%
Roundview Capital LLC	358	Jun 30, 26	--	0.01%
US BANCORP \DE\	354	Jun 30, 26	+217	0.01%
Atria Investments, Inc	349	Jun 30, 26	+123	0.01%
Bryant Woods Investment Advisors, LLC	340	Jun 30, 26	--	0.01%
GLENMEDE TRUST CO NA	340	Jun 30, 26	-14	0.01%
American Capital Advisory, LLC	338	Jun 30, 26	-4	0.01%
Universal- Beteiligungs- und Servicegesellschaft mbH	332	Jun 30, 26	-73	0.01%
Legacy Wealth Asset Management, LLC	329	Jun 30, 26	+8	0.01%
Lummis Asset Management, LP	325	Jun 30, 26	--	0.01%
STATE OF WISCONSIN INVESTMENT BOARD	323	Jun 30, 26	+77	0.01%
Brown Miller Wealth Management, LLC	298	Jun 30, 26	--	0.01%
Mount Yale Investment Advisors, LLC	294	Jun 30, 26	-3	0.01%
CHOREO, LLC	294	Jun 30, 26	-52	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	289	Jun 30, 26	+113	0.01%
BTG Pactual Asset Management US LLC	289	Jun 30, 26	+289	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	281	Jun 30, 26	+7	0.01%
Essex Savings Bank	275	Jun 30, 26	--	0.01%
SG Americas Securities, LLC	266	Jun 30, 26	+65	0.01%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	263	Jun 30, 26	-90	0.01%
Vanguard Personalized Indexing Management, LLC	257	Jun 30, 26	-57	0.01%
Vestcor Inc	255	Jun 30, 26	--	0.01%
OneAscent Financial Services LLC	253	Jun 30, 26	+25	0.01%
GAMMA Investing LLC	249	Jun 30, 26	+47	0.01%
EQUITABLE TRUST CO	242	Jun 30, 26	-588	0.01%
Cresset Asset Management, LLC	241	Jun 30, 26	-58	0.01%
Freestone Grove Partners LP	240	Jun 30, 26	+240	0.01%
Shotwell Rutter Baer Inc	231	Jun 30, 26	-11	0.01%
Annis Gardner Whiting Capital Advisors, LLC	228	Jun 30, 26	+228	0.01%
WEDBUSH SECURITIES INC	226	Jun 30, 26	-2	0.01%
MEEDER ASSET MANAGEMENT INC	217	Jun 30, 26	+217	0.01%
HSBC HOLDINGS PLC	217	Jun 30, 26	+123	0.01%
Vestmark Advisory Solutions, Inc.	215	Jun 30, 26	-8	0.01%
INCEPTIONR LLC	213	Jun 30, 26	+213	0.01%
Venturi Wealth Management, LLC	213	Jun 30, 26	-30	0.01%
Hudson Value Partners, LLC	206	Jun 30, 26	--	0.01%
Ensign Peak Advisors, Inc	200	Jun 30, 26	--	0.01%
PRINCIPAL SECURITIES, INC.	200	Jun 30, 26	-15	0.01%
Sage Investment Counsel LLC	200	Jun 30, 26	--	0.01%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	199	Jun 30, 26	--	0.01%
M&T BANK CORP	199	Jun 30, 26	+29	0.01%
MGO ONE SEVEN LLC	193	Jun 30, 26	-15	0.01%
BRYN MAWR TRUST Co	187	Jun 30, 26	--	0.01%
Virtu Financial LLC	182	Jun 30, 26	+182	0.01%
Frank, Rimerman Advisors LLC	177	Jun 30, 26	-1	0.01%
NewEdge Advisors, LLC	174	Jun 30, 26	-17	0.01%
XPONANCE, INC.	172	Jun 30, 26	-10	0.01%
TCG Advisory Services, LLC	170	Jun 30, 26	+20	0.01%
NICOLET BANKSHARES INC	167	Jun 30, 26	-56	0.01%
Riverwater Partners LLC	158	Jun 30, 26	-26	0.01%
BANK OF NOVA SCOTIA	158	Jun 30, 26	-20	0.01%
SYON CAPITAL LLC	153	Jun 30, 26	-11	0.01%
CONNABLE OFFICE INC	152	Jun 30, 26	--	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	150	Jun 30, 26	--	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	150	Jun 30, 26	-52	0.01%
Douglass Winthrop Advisors, LLC	150	Jun 30, 26	--	0.01%
HB Wealth Management, LLC	149	Jun 30, 26	-2	0.01%
AMALGAMATED BANK	144	Jun 30, 26	+12	0.01%
MILLENNIUM MANAGEMENT LLC	143	Jun 30, 26	-244	0.01%
Kestra Advisory Services, LLC	142	Jun 30, 26	+20	0.01%
QUADRANT CAPITAL GROUP LLC	129	Jun 30, 26	--	0.01%
PINNACLE ASSOCIATES LTD	129	Jun 30, 26	+1	0.01%
Utah Retirement Systems	126	Jun 30, 26	-8	0.01%
RITHOLTZ WEALTH MANAGEMENT	126	Jun 30, 26	-70	0.01%
Columbia Asset Management	125	Jun 30, 26	--	0.01%
Kera Capital Partners, Inc.	125	Jun 30, 26	--	0.01%
Numerai GP LLC	123	Jun 30, 26	+123	0.00%
Merit Financial Group, LLC	123	Jun 30, 26	-2	0.00%
State of Alaska, Department of Revenue	119	Jun 30, 26	--	0.00%
Stratos Wealth Partners, LTD.	114	Jun 30, 26	+114	0.00%
Athena Investment Management	114	Jun 30, 26	-110	0.00%
Quantbot Technologies LP	112	Jun 30, 26	+99	0.00%
HENGEHOLD CAPITAL MANAGEMENT LLC	111	Jun 30, 26	-13	0.00%
One Wealth Advisors, LLC	111	Jun 30, 26	--	0.00%
GREAT LAKES ADVISORS, LLC	110	Jun 30, 26	--	0.00%
Perigon Wealth Management, LLC	110	Jun 30, 26	+8	0.00%
Mission Creek Capital Partners, Inc.	110	Jun 30, 26	+110	0.00%
Eagle Bay Advisors LLC	109	Jun 30, 26	+5	0.00%
DnB Asset Management AS	105	Jun 30, 26	--	0.00%
NewEdge Wealth, LLC	104	Jun 30, 26	-1	0.00%
Vise Technologies, Inc.	101	Jun 30, 26	+1	0.00%
Ackerman Asset Management, LLC	100	Jun 30, 26	--	0.00%
Citadel Investment Advisory, Inc.	100	Jun 30, 26	--	0.00%
EASTERN BANK	100	Jun 30, 26	--	0.00%
FIRST MANHATTAN CO. LLC.	100	Jun 30, 26	-15	0.00%
BALDWIN BROTHERS LLC/MA	100	Jun 30, 26	--	0.00%
NovaPoint Capital, LLC	100	Jun 30, 26	+100	0.00%
Ballentine Partners, LLC	100	Jun 30, 26	-1	0.00%
Gladstone Institutional Advisory LLC	100	Jun 30, 26	-1	0.00%
Clearbridge Investments, LLC	100	Jun 30, 26	--	0.00%
CHICAGO TRUST Co NA	100	Jun 30, 26	--	0.00%
EQUITY INVESTMENT CORP	99	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	85	Jun 30, 26	+85	0.00%
STRS OHIO	80	Jun 30, 26	+21	0.00%
KBC Group NV	72	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	72	Jun 30, 26	-11	0.00%
SIGNATUREFD, LLC	67	Jun 30, 26	-8	0.00%
Federation des caisses Desjardins du Quebec	65	Jun 30, 26	--	0.00%
Smithfield Trust Co	64	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	62	Jun 30, 26	-15	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	61	Jun 30, 26	-7.76K	0.00%
CUSTOM INDEX SYSTEMS, LLC	60	Jun 30, 26	-36	0.00%
JONES FINANCIAL COMPANIES LLLP	60	Jun 30, 26	+44	0.00%
STEPH & CO	58	Jun 30, 26	+9	0.00%
Covestor Ltd	58	Jun 30, 26	+54	0.00%
Tower Research Capital LLC (TRC)	54	Jun 30, 26	+29	0.00%
Parallel Advisors, LLC	54	Jun 30, 26	+1	0.00%
Allworth Financial LP	45	Jun 30, 26	-8	0.00%
Quent Capital, LLC	41	Jun 30, 26	-1	0.00%
VALLEY NATIONAL ADVISERS INC	40	Jun 30, 26	--	0.00%
MetLife Investment Management, LLC	40	Jun 30, 26	-1	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	40	Jun 30, 26	--	0.00%
Davis Capital Management	37	Jun 30, 26	+37	0.00%
Steward Partners Investment Advisory, LLC	36	Jun 30, 26	-19	0.00%
BNP Paribas Asset Management Holding S.A.	35	Jun 30, 26	-4	0.00%
WPG Advisers, LLC	25	Jun 30, 26	-5	0.00%
Versant Capital Management, Inc	24	Jun 30, 26	-25	0.00%
Caitong International Asset Management Co., Ltd	23	Jun 30, 26	+23	0.00%
NOMURA ASSET MANAGEMENT CO LTD	22	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	20	Jun 30, 26	--	0.00%
Fortitude Family Office, LLC	20	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	20	Jun 30, 26	-1	0.00%
DELTA ASSET MANAGEMENT LLC/TN	19	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	19	Jun 30, 26	--	0.00%
LRI Investments, LLC	17	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	15	Jun 30, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	15	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	14	Jun 30, 26	--	0.00%
Larson Financial Group LLC	14	Jun 30, 26	+11	0.00%
SJS Investment Consulting Inc.	13	Jun 30, 26	+3	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	12	Jun 30, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	12	Jun 30, 26	+1	0.00%
Capital Advisors, Ltd. LLC	12	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	11	Jun 30, 26	+3	0.00%
Colonial Trust Co / SC	11	Jun 30, 26	-50	0.00%
CoreFirst Bank & Trust	9	Jun 30, 26	+2	0.00%
BFSG, LLC	9	Jun 30, 26	--	0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	9	Jun 30, 26	--	0.00%
Bell Investment Advisors, Inc	8	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	8	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	7	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	6	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	6	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	6	Jun 30, 26	+6	0.00%
Clearstead Advisors, LLC	5	Jun 30, 26	+1	0.00%
MATHER GROUP, LLC.	5	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	4	Jun 30, 26	-2	0.00%
ASSETMARK, INC	4	Jun 30, 26	+2	0.00%
SouthState Corp	3	Jun 30, 26	--	0.00%
TRUST CO OF VERMONT	3	Jun 30, 26	+3	0.00%
ROTHSCHILD INVESTMENT LLC	3	Jun 30, 26	-5	0.00%
EverSource Wealth Advisors, LLC	3	Jun 30, 26	-8	0.00%
MV CAPITAL MANAGEMENT, INC.	3	Jun 30, 26	-1	0.00%
Hughes Financial Services, LLC	2	Jun 30, 26	+2	0.00%
Sachetta, LLC	2	Jun 30, 26	+2	0.00%
TD Capital Management LLC	2	Jun 30, 26	--	0.00%
Marquette Asset Management, LLC	2	Jun 30, 26	-1	0.00%
Private Wealth Management Group, LLC	2	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	2	Jun 30, 26	+2	0.00%
Kilter Group LLC	1	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	1	Jun 30, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	1	Jun 30, 26	+1	0.00%
Burk Holdings LLC	1	Jun 30, 26	--	0.00%
True Wealth Design, LLC	1	Jun 30, 26	-1	0.00%
Whipplewood Advisors, LLC	1	Jun 30, 26	-2	0.00%
ZRC WEALTH MANAGEMENT, LLC	1	Jun 30, 26	--	0.00%
Quarry LP	1	Jun 30, 26	+1	0.00%
CVA Family Office, LLC	1	Jun 30, 26	-1	0.00%
Creative Capital Management Investments LLC	1	Jun 30, 26	+1	0.00%
SAGESPRING WEALTH PARTNERS, LLC	--	Jun 30, 26	-101	--
Capula Management Ltd	--	Jun 30, 26	-921	--
Main Street Financial Solutions, LLC	--	Jun 30, 26	-439	--
Weiss Asset Management LP	--	Jun 30, 26	-120	--
Hillsdale Investment Management Inc.	--	Jun 30, 26	-8	--
Fieldview Capital Management, LLC	--	Jun 30, 26	-729	--
Root Financial Partners, LLC	--	Jun 30, 26	-4	--
Private Advisor Group, LLC	--	Jun 30, 26	-213	--
Bare Financial Services, Inc	--	Jun 30, 26	-1	--
Entropy Technologies, LP	--	Jun 30, 26	-470	--
MAI Capital Management	--	Jun 30, 26	-81	--
DARK FOREST CAPITAL MANAGEMENT LP	--	Jun 30, 26	-2.25K	--
AMG National Trust Bank	--	Jun 30, 26	-571	--
NATIXIS	--	Jun 30, 26	-356	--
Buckingham Strategic Partners	--	Jun 30, 26	-99	--
Caprock Group, LLC	--	Jun 30, 26	-340	--
CreativeOne Wealth, LLC	--	Jun 30, 26	-150	--
CX Institutional	--	Jun 30, 26	-19	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-3	--
Mariner, LLC	--	Jun 30, 26	-607	--
Global Assets Advisory, LLC	--	Jun 30, 26	-15	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-2.61K	--
State of Wyoming	--	Jun 30, 26	-179	--
Catalyst Funds Management Pty Ltd	--	Jun 30, 26	-110	--
IEQ CAPITAL, LLC	--	Jun 30, 26	-198	--
Crewe Advisors LLC	--	Jun 30, 26	-3	--
CIBC Asset Management Inc	--	Jun 30, 26	-124	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-20	--
Ancora Advisors, LLC	--	Jun 30, 26	-16	--
Evercore Wealth Management, LLC	--	Jun 30, 26	-200	--
FIRST HORIZON CORP	--	Jun 30, 26	-1	--
Select Equity Group, L.P.	--	Jun 30, 26	-10.56K	--
BROWN BROTHERS HARRIMAN & CO	--	Jun 30, 26	-199	--
Advisory Services Network, LLC	--	Jun 30, 26	-37	--
ZACKS INVESTMENT MANAGEMENT	--	Jun 30, 26	-157	--
Chapman Investment Management, LLC	--	Jun 30, 26	-143	--
MARSHALL WACE, LLP	--	Jun 30, 26	-3.88K	--
KEYBANK NATIONAL ASSOCIATION/OH	--	Jun 30, 26	-161	--
Bridgewater Associates, LP	--	Jun 30, 26	-414	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-10.96K	--
BANK OF AMERICA CORP /DE/	28.36K	Mar 31, 26	-451	1.15%
Boussard & Gavaudan Investment Management LLP	13.97K	Mar 31, 26	+13.97K	0.56%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.96K	Mar 31, 26	+10.83K	0.44%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	6.41K	Mar 31, 26	-302	0.26%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	2.89K	Mar 31, 26	+430	0.12%
AMERIPRISE FINANCIAL INC	2.87K	Mar 31, 26	-187	0.12%
Legal & General Group Plc	2.41K	Mar 31, 26	-629	0.10%
PRICE T ROWE ASSOCIATES INC /MD/	2.21K	Mar 31, 26	+221	0.09%
BRADLEY FOSTER & SARGENT INC/CT	2.00K	Mar 31, 26	-3.45K	0.08%
Empowered Funds, LLC	1.28K	Mar 31, 26	+1.20K	0.05%
JANUS HENDERSON GROUP PLC	1.12K	Mar 31, 26	--	0.05%
ALLIANCEBERNSTEIN L.P.	953	Mar 31, 26	+146	0.04%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	751	Mar 31, 26	-25	0.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	614	Mar 31, 26	+59	0.02%
Skopos Labs, Inc.	295	Mar 31, 26	+295	0.01%
Evercore Wealth Management, LLC	200	Mar 31, 26	--	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	166	Mar 31, 26	+166	0.01%
Evelyn Partners Asset Management Ltd	154	Mar 31, 26	--	0.01%
QUADRANT CAPITAL GROUP LLC	129	Mar 31, 26	+1	0.01%
CWM, LLC	92	Mar 31, 26	+74	0.00%
Anchor Investment Management, LLC	50	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	16	Mar 31, 26	+1	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	3	Mar 31, 26	+3	0.00%
Parkside Financial Bank & Trust	3	Mar 31, 26	-59	0.00%
Holocene Advisors, LP	--	Mar 31, 26	-998	--
Jefferies Financial Group Inc.	--	Mar 31, 26	-112	--
VANGUARD GROUP INC	235.70K	Dec 31, 25	-11.31K	9.52%
Brandywine Global Investment Management, LLC	3.23K	Dec 31, 25	-100	0.13%
PROSPECTOR PARTNERS LLC	490	Dec 31, 25	-3.29K	0.02%
NICOLET ADVISORY SERVICES, LLC	230	Dec 31, 25	+17	0.01%
CIBC Private Wealth Group, LLC	26	Dec 31, 25	+1	0.00%
Cove Street Capital, LLC	1.08K	Sep 30, 25	+609	0.04%
Glenmede Investment Management, LP	362	Sep 30, 25	-12	0.01%
Kathleen S. Wright Associates Inc.	340	Sep 30, 25	-40	0.01%
Hemington Wealth Management	14	Sep 30, 25	+8	0.00%
Binnacle Investments Inc	7	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	229	Jun 30, 25	+18	0.01%
Nebula Research & Development LLC	201	Jun 30, 25	-561	0.01%
AVANTAX ADVISORY SERVICES, INC.	121	Jun 30, 25	+121	0.00%
First Horizon Advisors, Inc.	48	Jun 30, 25	-1	0.00%
Orion Portfolio Solutions, LLC	108	Mar 31, 25	+108	0.00%
Lindbrook Capital, LLC	108	Mar 31, 25	-14	0.00%
Nuveen Asset Management, LLC	7.75K	Dec 31, 24	-5	0.31%
RAYMOND JAMES & ASSOCIATES	21.74K	Sep 30, 24	-945	0.88%
SCOUT INVESTMENTS, INC.	12.84K	Sep 30, 24	-2.13K	0.52%
Raymond James Financial Services Advisors, Inc.	587	Sep 30, 24	+2	0.02%
New Potomac Partners, LLC	130	Sep 30, 24	--	0.01%
RAYMOND JAMES TRUST N.A.	120	Sep 30, 24	-11	0.00%
Planning Capital Management Corp	10	Sep 30, 24	+10	0.00%
EAGLE ASSET MANAGEMENT INC	--	Sep 30, 24	-3.62K	--
BlackRock Inc.	116.45K	Jun 30, 24	+1.48K	4.70%
BUCKINGHAM STRATEGIC WEALTH, LLC	721	Jun 30, 24	+165	0.03%
KARPAS STRATEGIES, LLC	659	Jun 30, 24	--	0.03%
Gratus Capital LLC	608	Jun 30, 24	--	0.02%
HYMAN CHARLES D	305	Jun 30, 24	--	0.01%
CREDIT SUISSE AG/	4.59K	Mar 31, 24	+93	0.19%
Cetera Advisor Networks LLC	134	Mar 31, 24	-27	0.01%
Cannell & Co.	30.27K	Dec 31, 23	-125	1.22%
Bartlett & Co. LLC	8	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	566	Sep 30, 23	+17	0.02%
Icon Wealth Partners, LLC	222	Sep 30, 23	--	0.01%
PATHSTONE FAMILY OFFICE, LLC	213	Sep 30, 23	+213	0.01%
Steward Financial Group LLC	4	Sep 30, 23	+4	0.00%
PICTET ASSET MANAGEMENT SA	300	Jun 30, 23	-50	0.01%
First Capital Advisors Group, LLC.	10	Jun 30, 23	+10	0.00%
Avalon Investment & Advisory	780	Mar 31, 23	-277	0.03%
Kula Investments, LLC	387	Mar 31, 23	+149	0.02%
Acrisure Capital Management, LLC	244	Mar 31, 23	-242	0.01%
INVESTMENT MANAGEMENT OF VIRGINIA LLC	181	Mar 31, 23	--	0.01%
Pendal Group Ltd	17.79K	Dec 31, 22	--	0.72%
ZEKE CAPITAL ADVISORS, LLC	370	Dec 31, 22	-6	0.01%
Personal Capital Advisors Corp	151	Dec 31, 22	+151	0.01%
ATLANTA CAPITAL MANAGEMENT CO L L C	127.47K	Sep 30, 22	-7.72K	5.15%
EATON VANCE MANAGEMENT	1.48K	Sep 30, 22	+10	0.06%
AGF Investments LLC	1.21K	Sep 30, 22	+332	0.05%
REGENTATLANTIC CAPITAL LLC	650	Sep 30, 22	+316	0.03%
Forager Funds Management Pty Ltd	270	Sep 30, 22	+270	0.01%
Strategic Asset Management, LLC	28	Sep 30, 22	--	0.00%
American Portfolios Advisors	8	Sep 30, 22	-1	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	5	Sep 30, 22	+5	0.00%
Private Capital Group, LLC	23	Jun 30, 22	--	0.00%
Cordasco Financial Network	10	Jun 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	1	Jun 30, 22	+1	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	12.51K	Mar 31, 22	+405	0.51%
Amalgamated Financial Corp.	605	Mar 31, 22	+605	0.02%
MARKSTON INTERNATIONAL LLC	170	Dec 31, 21	--	0.01%
NEXT Financial Group, Inc	11	Dec 31, 21	+11	0.00%
Marshall Wace North America L.P.	326	Sep 30, 21	+326	0.01%
FIRST MERCANTILE TRUST CO	181	Sep 30, 21	-3	0.01%
QS Investors, LLC	4.95K	Jun 30, 21	+4.70K	0.20%
PICTET ASSET MANAGEMENT LTD	200	Jun 30, 21	-50	0.01%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	--	Jun 30, 21	-20	--
CARILLON TOWER ADVISERS, INC.	10.38K	Dec 31, 20	+3.30K	0.42%
Aperio Group, LLC	3.83K	Dec 31, 20	+461	0.15%
ROWLAND CARMICHAEL ADVISORS INC /ADV	574	Dec 31, 20	-47	0.02%
OLD MISSION CAPITAL, LLC	404	Dec 31, 20	+404	0.02%
XTX MARKETS LLC	--	Dec 31, 20	-327	--
SHINE INVESTMENT ADVISORY SERVICES INC	106	Sep 30, 20	--	0.00%
Xact Kapitalforvaltning AB	393	Mar 31, 20	--	0.02%
CHICAGO EQUITY PARTNERS LLC	--	Mar 31, 20	-192	--
SCHALLER INVESTMENT GROUP INC	1.40K	Dec 31, 19	--	0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.	472	Dec 31, 19	-13	0.02%
Advisor Group, Inc.	401	Dec 31, 19	-493	0.02%
Highstreet Asset Management Inc.	284	Dec 31, 19	+284	0.01%
Signition LP	200	Dec 31, 19	--	0.01%
SUNTRUST BANKS INC	354	Sep 30, 19	+14	0.01%
Elkfork Partners LLC	340	Sep 30, 19	-1.26K	0.01%
Glen Harbor Capital Management LLC	280	Sep 30, 19	-1.04K	0.01%
Meadow Creek Investment Management LLC	220	Sep 30, 19	-814	0.01%
RIVERHEAD CAPITAL MANAGEMENT LLC	200	Sep 30, 19	-940	0.01%
Flinton Capital Management LLC	160	Sep 30, 19	-592	0.01%
WILLIAMS JONES & ASSOCIATES LLC	5.69K	Jun 30, 19	--	0.23%
TIAA CREF INVESTMENT MANAGEMENT LLC	12.17K	Mar 31, 19	+4.35K	0.49%
TEACHERS ADVISORS, LLC	6.24K	Mar 31, 19	-479	0.25%
OppenheimerFunds, Inc.	666	Mar 31, 19	+417	0.03%
McQueen, Ball & Associates Inc.	3.36K	Dec 31, 18	--	0.14%
Horizon Kinetics LLC	532	Dec 31, 18	--	0.02%
Zions Bancorporation	--	Sep 30, 18	-10	--
HERMES INVESTMENT MANAGEMENT LTD	28.14K	Jun 30, 18	+635	1.14%
IMPAX ASSET MANAGEMENT LLC	23.83K	Jun 30, 18	-10.00K	0.96%
Numeric Investors LLC	4.98K	Dec 31, 17	+2.00K	0.20%
Virtu KCG Holdings LLC	577	Jun 30, 17	-1.31K	0.02%
Commonwealth Equity Services, Inc	265	Jun 30, 17	+29	0.01%
Airain ltd	253	Jun 30, 17	+253	0.01%
JANUS HENDERSON INVESTORS US LLC	7.30K	Mar 31, 17	+900	0.29%
R&F Capital Advisors LP	624	Mar 31, 17	-6	0.03%
BlackRock Institutional Trust Company, N.A.	121.06K	Dec 31, 16	-9.94K	4.89%
BlackRock Fund Advisors	47.65K	Dec 31, 16	-1.00K	1.92%
BlackRock Group LTD	4.10K	Dec 31, 16	+418	0.17%
BLACKROCK ADVISORS LLC	2.69K	Dec 31, 16	+153	0.11%
BlackRock Investment Management, LLC	2.45K	Dec 31, 16	+8	0.10%
Calvert Investment Management, Inc.	319	Dec 31, 16	-36	0.01%
MSI Financial Services Inc	220	Dec 31, 16	--	0.01%
BlackRock Japan Co. Ltd	42	Dec 31, 16	--	0.00%
Emerald Acquisition Ltd.	6.98K	Sep 30, 16	+1.27K	0.28%
ANALYTIC INVESTORS, LLC	5.62K	Sep 30, 16	+5.04K	0.23%
SOCIETE GENERALE	240	Jun 30, 16	+240	0.01%
RUSSELL FRANK CO/	5.06K	Mar 31, 16	+981	0.20%
SPECTRUM ADVISORY SERVICES INC	2.58K	Mar 31, 16	--	0.10%
CURIAN CAPITAL LLC	668	Dec 31, 15	-1.42K	0.03%
Absolute Return Capital, LLC	2.98K	Sep 30, 15	-853	0.12%
MANAGED ACCOUNT ADVISORS LLC	50.24K	Jun 30, 15	+2.66K	2.03%
Bank of Kentucky, Inc.	50	Mar 31, 15	-8	0.00%
BOSTON PRIVATE BANK & TRUST CO	3	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	2.67K	Dec 31, 14	-81	0.11%
UBS AG	863	Sep 30, 14	-647	0.03%
COMMUNITY BANK SYSTEM, INC.	--	Sep 30, 14	-100	--
WILMINGTON TRUST CO	772	Jun 30, 14	-288	0.03%
Wilmington Trust, National Association	--	Jun 30, 14	-515	--
FENIMORE ASSET MANAGEMENT TRUST	86.55K	Sep 30, 13	+86.55K	3.49%
STIFEL NICOLAUS & CO INC \MO\	1.11K	Sep 30, 13	-119	0.04%
SILCHESTER PARTNERS LTD	2.70K	Sep 30, 11	+900	0.11%
NOLLENBERGER CAPITAL PARTNERS INC	106	Dec 31, 10	--	0.00%
BROWN INVESTMENT ADVISORY & TRUST CO	1.14K	Mar 31, 10	--	0.05%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST	839	Jun 30, 08	+142	0.03%
MFP INVESTORS LLC	11.20K	Dec 31, 07	+11.20K	0.45%
MERCANTILE BANKSHARES CORP	2.57K	Dec 31, 06	+2.57K	0.10%
Meehan Mutual Funds, Inc.	40	Mar 31, 06	+40	0.00%
PRINCIPAL LIFE INSURANCE CO	7.87K	Sep 30, 01	+30	0.32%
PRINCIPAL GLOBAL INVESTORS	7.87K	Sep 30, 01	+30	0.32%
PRUDENTIAL INSURANCE CO OF AMERICA	896	Sep 30, 01	--	0.04%

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Holder

Date

Change

% Held

DIMENSIONAL FUND ADVISORS LP

158.95K

Jun 30, 26

+2.34K

6.42%

Neuberger Berman Group LLC

119.14K

Jun 30, 26

-5.57K

4.81%

BlackRock, Inc.

117.87K

Jun 30, 26

+4.54K

4.76%

River Road Asset Management, LLC

115.88K

Jun 30, 26

-4.64K

4.68%

VANGUARD CAPITAL MANAGEMENT LLC

107.48K

Jun 30, 26

-1.68K

4.34%

FULLER & THALER ASSET MANAGEMENT, INC.

101.89K

Jun 30, 26

-2.67K

4.11%

COOKE & BIELER LP

85.12K

Jun 30, 26

-19.74K

3.44%

Wallace Capital Management Inc.

80.07K

Jun 30, 26

+1.27K

3.23%

FIDUCIARY MANAGEMENT INC /WI/

66.55K

Jun 30, 26

-18.52K

2.69%

GENDELL JEFFREY L

59.24K

Jun 30, 26

+21.43K

2.39%

Boston Partners

55.57K

Jun 30, 26

-1.89K

2.24%

LONDON CO OF VIRGINIA

54.02K

Jun 30, 26

-3.11K

2.18%

STATE STREET CORP

50.26K

Jun 30, 26

+1.10K

2.03%

GEODE CAPITAL MANAGEMENT, LLC

49.41K

Jun 30, 26

+7.29K

2.00%

MORGAN STANLEY

46.87K

Jun 30, 26

-12.43K

1.89%

REINHART PARTNERS, INC.

44.48K

Jun 30, 26

+7.11K

1.80%

T. Rowe Price Investment Management, Inc.

34.24K

Jun 30, 26

-7.28K

1.38%

LORD, ABBETT & CO. LLC

32.83K

Jun 30, 26

-281

1.33%

AMERICAN CENTURY COMPANIES INC

31.11K

Jun 30, 26

+22.80K

1.26%

NORGES BANK

27.96K

Jun 30, 26

+27.96K

1.13%

Spears Abacus Advisors LLC

27.58K

Jun 30, 26

-450

1.11%

BANK OF AMERICA CORP /DE/

25.03K

Jun 30, 26

-3.33K

1.01%

Sixth Street Partners Management Company, L.P.

23.50K

Jun 30, 26

+23.50K

0.95%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

23.50K

Jun 30, 26

-736

0.95%

Mraz, Amerine & Associates, Inc.

22.22K

Jun 30, 26

+39

0.90%

Allspring Global Investments Holdings, LLC

18.12K

Jun 30, 26

-496

0.73%

Gotham Asset Management, LLC

17.94K

Jun 30, 26

+8.89K

0.72%

BROWN ADVISORY INC

17.72K

Jun 30, 26

-122

0.72%

JANE STREET GROUP, LLC

17.23K

Jun 30, 26

+3.42K

0.70%

SOUTHEASTERN ASSET MANAGEMENT INC/TN/

17.10K

Jun 30, 26

-1.76K

0.69%

UBS Group AG

16.20K

Jun 30, 26

+5.76K

0.65%

VANGUARD FIDUCIARY TRUST CO

15.32K

Jun 30, 26

+133

0.62%

RAYMOND JAMES FINANCIAL INC

14.83K

Jun 30, 26

-9.12K

0.60%

NORTHERN TRUST CORP

14.57K

Jun 30, 26

-924

0.59%

WELLINGTON MANAGEMENT GROUP LLP

14.53K

Jun 30, 26

-352

0.59%

ENVESTNET ASSET MANAGEMENT INC

13.84K

Jun 30, 26

-1.73K

0.56%

Quantinno Capital Management LP

12.62K

Jun 30, 26

+2.84K

0.51%

ELKHORN PARTNERS LIMITED PARTNERSHIP

12.32K

Jun 30, 26

-380

0.50%

HORIZON KINETICS ASSET MANAGEMENT LLC

12.21K

Jun 30, 26

-906

0.49%

GOLDMAN SACHS GROUP INC

12.15K

Jun 30, 26

-3.63K

0.49%

VICTORY CAPITAL MANAGEMENT INC

10.68K

Jun 30, 26

-461

0.43%

FIRST TRUST ADVISORS LP

10.60K

Jun 30, 26

+7.55K

0.43%

Qube Research & Technologies Ltd

9.67K

Jun 30, 26

+8.66K

0.39%

SPEECE THORSON CAPITAL GROUP INC

9.21K

Jun 30, 26

-182

0.37%

WELLS FARGO & COMPANY/MN

8.71K

Jun 30, 26

-72

0.35%

Bank of New York Mellon Corp

8.41K

Jun 30, 26

-32

0.34%

SEI INVESTMENTS CO

8.11K

Jun 30, 26

-2.99K

0.33%

GW&K Investment Management, LLC

7.84K

Jun 30, 26

-87

0.32%

THOMPSON SIEGEL & WALMSLEY LLC

7.66K

Jun 30, 26

+447

0.31%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

7.28K

Jun 30, 26

+5.37K

0.29%

CITADEL ADVISORS LLC

7.14K

Jun 30, 26

+4.53K

0.29%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

6.79K

Jun 30, 26

+740

0.27%

ROYCE & ASSOCIATES LP

6.78K

Jun 30, 26

+321

0.27%

HRT FINANCIAL LP

6.76K

Jun 30, 26

+4.38K

0.27%

D. E. Shaw & Co., Inc.

6.62K

Jun 30, 26

-2.29K

0.27%

Edgestream Partners, L.P.

6.58K

Jun 30, 26

+3.45K

0.27%

AQR CAPITAL MANAGEMENT LLC

5.45K

Jun 30, 26

-2.29K

0.22%

JPMORGAN CHASE & CO

5.41K

Jun 30, 26

+2.84K

0.22%

CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

5.25K

Jun 30, 26

-1.17K

0.21%

Williams Jones Wealth Management, LLC.

5.19K

Jun 30, 26

-1

0.21%

Swiss National Bank

4.83K

Jun 30, 26

-210

0.19%

WINMILL & CO. INC

4.80K

Jun 30, 26

+4.80K

0.19%

FRANKLIN RESOURCES INC

4.18K

Jun 30, 26

-620

0.17%

Phocas Financial Corp.

4.08K

Jun 30, 26

-214

0.16%

RHUMBLINE ADVISERS

3.90K

Jun 30, 26

-234

0.16%

Creative Planning

3.86K

Jun 30, 26

-188

0.16%

Nuveen, LLC

3.68K

Jun 30, 26

-630

0.15%

Invesco Ltd.

3.50K

Jun 30, 26

+530

0.14%

LEE DANNER & BASS INC

3.25K

Jun 30, 26

+50

0.13%

AMERIPRISE FINANCIAL INC

2.85K

Jun 30, 26

-14

0.12%

NEW YORK STATE COMMON RETIREMENT FUND

2.53K

Jun 30, 26

+19

0.10%

Triad Investment Management

2.47K

Jun 30, 26

-42

0.10%

VANGUARD ASSET MANAGEMENT, Ltd

2.39K

Jun 30, 26

+67

0.10%

Russell Investments Group, Ltd.

2.37K

Jun 30, 26

+1.23K

0.10%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

2.35K

Jun 30, 26

+90

0.09%

PRICE T ROWE ASSOCIATES INC /MD/

2.33K

Jun 30, 26

+124

0.09%

Legal & General Group Plc

2.26K

Jun 30, 26

-151

0.09%

Robeco Institutional Asset Management B.V.

2.18K

Jun 30, 26

0.09%

Regency Capital Management Inc.\DE

2.15K

Jun 30, 26

+611

0.09%

DAVENPORT & Co LLC

2.12K

Jun 30, 26

0.09%

BRADLEY FOSTER & SARGENT INC/CT

1.90K

Jun 30, 26

-103

0.08%

PARSONS CAPITAL MANAGEMENT INC/RI

1.89K

Jun 30, 26

-1

0.08%

Lighthouse Investment Partners, LLC

1.87K

Jun 30, 26

+1.87K

0.08%

Cerity Partners LLC

1.80K

Jun 30, 26

-70

0.07%

Atlantic Union Bankshares Corp

1.76K

Jun 30, 26

0.07%

MML INVESTORS SERVICES, LLC

1.74K

Jun 30, 26

-718

0.07%

AGF MANAGEMENT LTD

1.70K

Jun 30, 26

-7

0.07%

XTX Topco Ltd

1.64K

Jun 30, 26

+1.39K

0.07%

Toroso Investments, LLC

1.58K

Jun 30, 26

+230

0.06%

Colony Group, LLC

1.55K

Jun 30, 26

+424

0.06%

ExodusPoint Capital Management, LP

1.44K

Jun 30, 26

+832

0.06%

OPPENHEIMER ASSET MANAGEMENT INC.

1.36K

Jun 30, 26

-124

0.05%

LPL Financial LLC

1.32K

Jun 30, 26

-77

0.05%

HighTower Advisors, LLC

1.32K

Jun 30, 26

-131

0.05%

ROYAL BANK OF CANADA

1.24K

Jun 30, 26

+42

0.05%

STIFEL FINANCIAL CORP

1.24K

Jun 30, 26

-59

0.05%

WCM INVESTMENT MANAGEMENT, LLC

1.20K

Jun 30, 26

-4.80K

0.05%

1834 INVESTMENT ADVISORS CO

1.18K

Jun 30, 26

0.05%

BNP PARIBAS ARBITRAGE, SNC

1.17K

Jun 30, 26

-5.45K

0.05%

Midwest Professional Planners, LTD.

1.16K

Jun 30, 26

+769

0.05%

PECAUT & CO.

1.14K

Jun 30, 26

-30

0.05%

Walleye Capital LLC

1.13K

Jun 30, 26

+1.13K

0.05%

Police & Firemen's Retirement System of New Jersey

1.11K

Jun 30, 26

+30

0.04%

LEUTHOLD GROUP, LLC

1.10K

Jun 30, 26

+52

0.04%

Autumn Glory Partners, LLC

1.08K

Jun 30, 26

0.04%

HARBOR CAPITAL ADVISORS, INC.

1.08K

Jun 30, 26

+41

0.04%

MERCER GLOBAL ADVISORS INC /ADV

1.05K

Jun 30, 26

+189

0.04%

Treasurer of the State of North Carolina

1.03K

Jun 30, 26

-30

0.04%

ALLIANCEBERNSTEIN L.P.

944

Jun 30, 26

-9

0.04%

Vanguard Global Advisers, LLC

940

Jun 30, 26

-62

0.04%

CAPTRUST FINANCIAL ADVISORS

927

Jun 30, 26

-308

0.04%

BRAVE ASSET MANAGEMENT INC

924

Jun 30, 26

0.04%

State of New Jersey Common Pension Fund D

914

Jun 30, 26

-221

0.04%

Squarepoint Ops LLC

905

Jun 30, 26

+905

0.04%

Handelsbanken Fonder AB

880

Jun 30, 26

0.04%

Ethic Inc.

860

Jun 30, 26

+60

0.03%

Quadrature Capital Ltd

859

Jun 30, 26

-354

0.03%

Zurcher Kantonalbank (Zurich Cantonalbank)

851

Jun 30, 26

-62

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

841

Jun 30, 26

-169

0.03%

Summit Trail Advisors, LLC

817

Jun 30, 26

+57

0.03%

Sequoia Financial Advisors, LLC

810

Jun 30, 26

-14

0.03%

PRIVATE MANAGEMENT GROUP INC

806

Jun 30, 26

-17

0.03%

CI Private Wealth, LLC

792

Jun 30, 26

-606

0.03%

FMR LLC

786

Jun 30, 26

-119

0.03%

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

767

Jun 30, 26

0.03%

NISA INVESTMENT ADVISORS, LLC

754

Jun 30, 26

+16

0.03%

Farther Finance Advisors, LLC

723

Jun 30, 26

+67

0.03%

TRUIST FINANCIAL CORP

716

Jun 30, 26

+32

0.03%

BRANDES INVESTMENT PARTNERS, LP

701

Jun 30, 26

0.03%

Texas Yale Capital Corp.

687

Jun 30, 26

0.03%

PARK AVENUE SECURITIES LLC

674

Jun 30, 26

-29

0.03%

Arizona State Retirement System

664

Jun 30, 26

-35

0.03%

ADVISOR GROUP HOLDINGS, INC.

652

Jun 30, 26

0.03%

VOYA INVESTMENT MANAGEMENT LLC

645

Jun 30, 26

+408

0.03%

Vident Advisory, LLC

635

Jun 30, 26

+635

0.03%

Vanguard Investments Australia, Ltd.

622

Jun 30, 26

-1

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

619

Jun 30, 26

0.02%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

617

Jun 30, 26

0.02%

WORLDQUANT MILLENNIUM ADVISORS LLC

591

Jun 30, 26

+591

0.02%

BARCLAYS PLC

583

Jun 30, 26

+48

0.02%

KLP KAPITALFORVALTNING AS

565

Jun 30, 26

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

551

Jun 30, 26

-47

0.02%

B.O.S.S. Retirement Advisors, LLC

533

Jun 30, 26

0.02%

Chicago Partners Investment Group LLC

523

Jun 30, 26

+56

0.02%

REGIONS FINANCIAL CORP

517

Jun 30, 26

0.02%

TD ASSET MANAGEMENT INC

512

Jun 30, 26

-420

0.02%

MIRABELLA FINANCIAL SERVICES LLP

495

Jun 30, 26

+495

0.02%

CITIGROUP INC

483

Jun 30, 26

-917

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

482

Jun 30, 26

-64

0.02%

Sendero Wealth Management, LLC

481

Jun 30, 26

-81

0.02%

BANK OF MONTREAL /CAN/

481

Jun 30, 26

+48

0.02%

Janney Montgomery Scott LLC

476

Jun 30, 26

-34

0.02%

Parker Investment Management, LLC

475

Jun 30, 26

0.02%

Jain Global LLC

467

Jun 30, 26

+71

0.02%

Pathstone Holdings, LLC

458

Jun 30, 26

-2

0.02%

Legacy Advisors, LLC

448

Jun 30, 26

-2

0.02%

SRS Capital Advisors, Inc.

447

Jun 30, 26

+172

0.02%

Rockefeller Capital Management L.P.

433

Jun 30, 26

+173

0.02%

ALLSTATE CORP

433

Jun 30, 26

-148

0.02%

DEUTSCHE BANK AG\

427

Jun 30, 26

+172

0.02%

Amundi

425

Jun 30, 26

-190

0.02%

Resona Asset Management Co.,Ltd.

394

Jun 30, 26

-49

0.02%

TEACHER RETIREMENT SYSTEM OF TEXAS

389

Jun 30, 26

+220

0.02%

Savant Capital, LLC

387

Jun 30, 26

+188

0.02%

Sanctuary Advisors, LLC

387

Jun 30, 26

-31

0.02%

MPS Loria Financial Planners, LLC

383

Jun 30, 26

+383

0.02%

Pictet Asset Management Holding SA

380

Jun 30, 26

-50

0.02%

KLINGENSTEIN FIELDS & CO LP

380

Jun 30, 26

0.02%

Cetera Investment Advisers

363

Jun 30, 26

+17

0.01%

Aquatic Capital Management LLC

361

Jun 30, 26

-551

0.01%

Roundview Capital LLC

358

Jun 30, 26

0.01%

US BANCORP \DE\

354

Jun 30, 26

+217

0.01%

Atria Investments, Inc

349

Jun 30, 26

+123

0.01%

Bryant Woods Investment Advisors, LLC

340

Jun 30, 26

0.01%

GLENMEDE TRUST CO NA

340

Jun 30, 26

-14

0.01%

American Capital Advisory, LLC

338

Jun 30, 26

-4

0.01%

Universal- Beteiligungs- und Servicegesellschaft mbH

332

Jun 30, 26

-73

0.01%

Legacy Wealth Asset Management, LLC

329

Jun 30, 26

0.01%

Lummis Asset Management, LP

325

Jun 30, 26

0.01%

STATE OF WISCONSIN INVESTMENT BOARD

323

Jun 30, 26

+77

0.01%

Brown Miller Wealth Management, LLC

298

Jun 30, 26

0.01%

Mount Yale Investment Advisors, LLC

294

Jun 30, 26

-3

0.01%

CHOREO, LLC

294

Jun 30, 26

-52

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

289

Jun 30, 26

+113

0.01%

BTG Pactual Asset Management US LLC

289

Jun 30, 26

+289

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

281

Jun 30, 26

0.01%

Essex Savings Bank

275

Jun 30, 26

0.01%

SG Americas Securities, LLC

266

Jun 30, 26

+65

0.01%

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

263

Jun 30, 26

-90

0.01%

Vanguard Personalized Indexing Management, LLC

257

Jun 30, 26

-57

0.01%

Vestcor Inc

255

Jun 30, 26

0.01%

OneAscent Financial Services LLC

253

Jun 30, 26

+25

0.01%

GAMMA Investing LLC

249

Jun 30, 26

+47

0.01%

EQUITABLE TRUST CO

242

Jun 30, 26

-588

0.01%

Cresset Asset Management, LLC

241

Jun 30, 26

-58

0.01%

Freestone Grove Partners LP

240

Jun 30, 26

+240

0.01%

Shotwell Rutter Baer Inc

231

Jun 30, 26

-11

0.01%

Annis Gardner Whiting Capital Advisors, LLC

228

Jun 30, 26

+228

0.01%

WEDBUSH SECURITIES INC

226

Jun 30, 26

-2

0.01%

MEEDER ASSET MANAGEMENT INC

217

Jun 30, 26

+217

0.01%

HSBC HOLDINGS PLC

217

Jun 30, 26

+123

0.01%

Vestmark Advisory Solutions, Inc.

215

Jun 30, 26

-8

0.01%

INCEPTIONR LLC

213

Jun 30, 26

+213

0.01%

Venturi Wealth Management, LLC

213

Jun 30, 26

-30

0.01%

Hudson Value Partners, LLC

206

Jun 30, 26

0.01%

Ensign Peak Advisors, Inc

200

Jun 30, 26

0.01%

PRINCIPAL SECURITIES, INC.

200

Jun 30, 26

-15

0.01%

Sage Investment Counsel LLC

200

Jun 30, 26

0.01%

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

199

Jun 30, 26

0.01%

M&T BANK CORP

199

Jun 30, 26

+29

0.01%

MGO ONE SEVEN LLC

193

Jun 30, 26

-15

0.01%

BRYN MAWR TRUST Co

187

Jun 30, 26

0.01%

Virtu Financial LLC

182

Jun 30, 26

+182

0.01%

Frank, Rimerman Advisors LLC

177

Jun 30, 26

-1

0.01%

NewEdge Advisors, LLC

174

Jun 30, 26

-17

0.01%

XPONANCE, INC.

172

Jun 30, 26

-10

0.01%

TCG Advisory Services, LLC

170

Jun 30, 26

+20

0.01%

NICOLET BANKSHARES INC

167

Jun 30, 26

-56

0.01%

Riverwater Partners LLC

158

Jun 30, 26

-26

0.01%

BANK OF NOVA SCOTIA

158

Jun 30, 26

-20

0.01%

SYON CAPITAL LLC

153

Jun 30, 26

-11

0.01%

CONNABLE OFFICE INC

152

Jun 30, 26

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

150

Jun 30, 26

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

150

Jun 30, 26

-52

0.01%

Douglass Winthrop Advisors, LLC

150

Jun 30, 26

0.01%

HB Wealth Management, LLC

149

Jun 30, 26

-2

0.01%

AMALGAMATED BANK

144

Jun 30, 26

+12

0.01%

MILLENNIUM MANAGEMENT LLC

143

Jun 30, 26

-244

0.01%

Kestra Advisory Services, LLC

142

Jun 30, 26

+20

0.01%

QUADRANT CAPITAL GROUP LLC

129

Jun 30, 26

0.01%

PINNACLE ASSOCIATES LTD

129

Jun 30, 26

0.01%

Utah Retirement Systems

126

Jun 30, 26

-8

0.01%

RITHOLTZ WEALTH MANAGEMENT

126

Jun 30, 26

-70

0.01%

Columbia Asset Management

125

Jun 30, 26

0.01%

Kera Capital Partners, Inc.

125

Jun 30, 26

0.01%

Numerai GP LLC

123

Jun 30, 26

+123

0.00%

Merit Financial Group, LLC

123

Jun 30, 26

-2

0.00%

State of Alaska, Department of Revenue

119

Jun 30, 26

0.00%

Stratos Wealth Partners, LTD.

114

Jun 30, 26

+114

0.00%

Athena Investment Management

114

Jun 30, 26

-110

0.00%

Quantbot Technologies LP

112

Jun 30, 26

+99

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

111

Jun 30, 26

-13

0.00%

One Wealth Advisors, LLC

111

Jun 30, 26

0.00%

GREAT LAKES ADVISORS, LLC

110

Jun 30, 26

0.00%

Perigon Wealth Management, LLC

110

Jun 30, 26

0.00%

Mission Creek Capital Partners, Inc.

110

Jun 30, 26

+110

0.00%

Eagle Bay Advisors LLC

109

Jun 30, 26

0.00%

DnB Asset Management AS

105

Jun 30, 26

0.00%

NewEdge Wealth, LLC

104

Jun 30, 26

-1

0.00%

Vise Technologies, Inc.

101

Jun 30, 26

0.00%

Ackerman Asset Management, LLC

100

Jun 30, 26

0.00%

Citadel Investment Advisory, Inc.

100

Jun 30, 26

0.00%

EASTERN BANK

100

Jun 30, 26

0.00%

FIRST MANHATTAN CO. LLC.

100

Jun 30, 26

-15

0.00%

BALDWIN BROTHERS LLC/MA

100

Jun 30, 26

0.00%

NovaPoint Capital, LLC

100

Jun 30, 26

+100

0.00%

Ballentine Partners, LLC

100

Jun 30, 26

-1

0.00%

Gladstone Institutional Advisory LLC

100

Jun 30, 26

-1

0.00%

Clearbridge Investments, LLC

100

Jun 30, 26

0.00%

CHICAGO TRUST Co NA

100

Jun 30, 26

0.00%

EQUITY INVESTMENT CORP

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+85

0.00%

STRS OHIO

Jun 30, 26

+21

0.00%

KBC Group NV

Jun 30, 26

0.00%

Sterling Capital Management LLC

Jun 30, 26

-11

0.00%

SIGNATUREFD, LLC

Jun 30, 26

-8

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

0.00%

Smithfield Trust Co

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

-15

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-7.76K

0.00%

CUSTOM INDEX SYSTEMS, LLC

Jun 30, 26

-36

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

+44

0.00%

STEPH & CO

Jun 30, 26

0.00%

Covestor Ltd

Jun 30, 26

+54

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+29

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

-8

0.00%

Quent Capital, LLC

Jun 30, 26

-1

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

0.00%

MetLife Investment Management, LLC

Jun 30, 26

-1

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

+37

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

-19

0.00%

BNP Paribas Asset Management Holding S.A.

Jun 30, 26

-4

0.00%

WPG Advisers, LLC

Jun 30, 26

-5

0.00%

Versant Capital Management, Inc

Jun 30, 26

-25

0.00%

Caitong International Asset Management Co., Ltd

Jun 30, 26

+23

0.00%

NOMURA ASSET MANAGEMENT CO LTD

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

Jun 30, 26

0.00%

Fortitude Family Office, LLC

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

Jun 30, 26

-1

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

0.00%

BESSEMER GROUP INC

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

+11

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

Jun 30, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Colonial Trust Co / SC

Jun 30, 26

-50

0.00%

CoreFirst Bank & Trust

Jun 30, 26

0.00%

BFSG, LLC

Jun 30, 26

0.00%

Mitsubishi UFJ Kokusai Asset Management Co., Ltd.

Jun 30, 26

0.00%

Bell Investment Advisors, Inc

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

Jun 30, 26

0.00%

CENTRAL TRUST Co

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

-2

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

SouthState Corp

Jun 30, 26

0.00%

TRUST CO OF VERMONT

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

-5

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

-8

0.00%

MV CAPITAL MANAGEMENT, INC.

Jun 30, 26

-1

0.00%

Hughes Financial Services, LLC

Jun 30, 26

0.00%

Sachetta, LLC

Jun 30, 26

0.00%

TD Capital Management LLC

Jun 30, 26

0.00%

Marquette Asset Management, LLC

Jun 30, 26

-1

0.00%

Private Wealth Management Group, LLC

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

0.00%

Burk Holdings LLC

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

-1

0.00%

Whipplewood Advisors, LLC

Jun 30, 26

-2

0.00%

ZRC WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

Quarry LP

Jun 30, 26

0.00%

CVA Family Office, LLC

Jun 30, 26

-1

0.00%

Creative Capital Management Investments LLC

Jun 30, 26

0.00%

SAGESPRING WEALTH PARTNERS, LLC

Jun 30, 26

-101

Capula Management Ltd

Jun 30, 26

-921

Main Street Financial Solutions, LLC

Jun 30, 26

-439

Weiss Asset Management LP

Jun 30, 26

-120

Hillsdale Investment Management Inc.

Jun 30, 26

-8

Fieldview Capital Management, LLC

Jun 30, 26

-729

Root Financial Partners, LLC

Jun 30, 26

-4

Private Advisor Group, LLC

Jun 30, 26

-213

Bare Financial Services, Inc

Jun 30, 26

-1

Entropy Technologies, LP

Jun 30, 26

-470

MAI Capital Management

Jun 30, 26

-81

DARK FOREST CAPITAL MANAGEMENT LP

Jun 30, 26

-2.25K

AMG National Trust Bank

Jun 30, 26

-571

NATIXIS

Jun 30, 26

-356

Buckingham Strategic Partners

Jun 30, 26

-99

Caprock Group, LLC

Jun 30, 26

-340

CreativeOne Wealth, LLC

Jun 30, 26

-150

CX Institutional

Jun 30, 26

-19

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-3

Mariner, LLC

Jun 30, 26

-607

Global Assets Advisory, LLC

Jun 30, 26

-15

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-2.61K

State of Wyoming

Jun 30, 26

-179

Catalyst Funds Management Pty Ltd

Jun 30, 26

-110

IEQ CAPITAL, LLC

Jun 30, 26

-198

Crewe Advisors LLC

Jun 30, 26

-3

CIBC Asset Management Inc

Jun 30, 26

-124

Opal Wealth Advisors, LLC

Jun 30, 26

-20

Ancora Advisors, LLC

Jun 30, 26

-16

Evercore Wealth Management, LLC

Jun 30, 26

-200

FIRST HORIZON CORP

Jun 30, 26

-1

Select Equity Group, L.P.

Jun 30, 26

-10.56K

BROWN BROTHERS HARRIMAN & CO

Jun 30, 26

-199

Advisory Services Network, LLC

Jun 30, 26

-37

ZACKS INVESTMENT MANAGEMENT

Jun 30, 26

-157

Chapman Investment Management, LLC

Jun 30, 26

-143

MARSHALL WACE, LLP

Jun 30, 26

-3.88K

KEYBANK NATIONAL ASSOCIATION/OH

Jun 30, 26

-161

Bridgewater Associates, LP

Jun 30, 26

-414

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-10.96K

BANK OF AMERICA CORP /DE/

28.36K

Mar 31, 26

-451

1.15%

Boussard & Gavaudan Investment Management LLP

13.97K

Mar 31, 26

+13.97K

0.56%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.96K

Mar 31, 26

+10.83K

0.44%

CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

6.41K

Mar 31, 26

-302

0.26%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

2.89K

Mar 31, 26

+430

0.12%

AMERIPRISE FINANCIAL INC

2.87K

Mar 31, 26

-187

0.12%

Legal & General Group Plc

2.41K

Mar 31, 26

-629

0.10%

PRICE T ROWE ASSOCIATES INC /MD/

2.21K

Mar 31, 26

+221

0.09%

BRADLEY FOSTER & SARGENT INC/CT

2.00K

Mar 31, 26

-3.45K

0.08%

Empowered Funds, LLC

1.28K

Mar 31, 26

+1.20K

0.05%

JANUS HENDERSON GROUP PLC

1.12K

Mar 31, 26

0.05%

ALLIANCEBERNSTEIN L.P.

953

Mar 31, 26

+146

0.04%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

751

Mar 31, 26

-25

0.03%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

614

Mar 31, 26

+59

0.02%

Skopos Labs, Inc.

295

Mar 31, 26

+295

0.01%

Evercore Wealth Management, LLC

200

Mar 31, 26

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

166

Mar 31, 26

+166

0.01%

Evelyn Partners Asset Management Ltd

154

Mar 31, 26

0.01%

QUADRANT CAPITAL GROUP LLC

129

Mar 31, 26

0.01%

CWM, LLC

Mar 31, 26

+74

0.00%

Anchor Investment Management, LLC

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

-59

0.00%

Holocene Advisors, LP

Mar 31, 26

-998

Jefferies Financial Group Inc.

Mar 31, 26

-112

VANGUARD GROUP INC

235.70K

Dec 31, 25

-11.31K

9.52%

Brandywine Global Investment Management, LLC

3.23K

Dec 31, 25

-100

0.13%

PROSPECTOR PARTNERS LLC

490

Dec 31, 25

-3.29K

0.02%

NICOLET ADVISORY SERVICES, LLC

230

Dec 31, 25

+17

0.01%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

Cove Street Capital, LLC

1.08K

Sep 30, 25

+609

0.04%

Glenmede Investment Management, LP

362

Sep 30, 25

-12

0.01%

Kathleen S. Wright Associates Inc.

340

Sep 30, 25

-40

0.01%

Hemington Wealth Management

Sep 30, 25

0.00%

Binnacle Investments Inc

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

229

Jun 30, 25

+18

0.01%

Nebula Research & Development LLC

201

Jun 30, 25

-561

0.01%

AVANTAX ADVISORY SERVICES, INC.

121

Jun 30, 25

+121

0.00%

First Horizon Advisors, Inc.

Jun 30, 25

-1

0.00%

Orion Portfolio Solutions, LLC

108

Mar 31, 25

+108

0.00%

Lindbrook Capital, LLC

108

Mar 31, 25

-14

0.00%

Nuveen Asset Management, LLC

7.75K

Dec 31, 24

-5

0.31%

RAYMOND JAMES & ASSOCIATES

21.74K

Sep 30, 24

-945

0.88%

SCOUT INVESTMENTS, INC.

12.84K

Sep 30, 24

-2.13K

0.52%

Raymond James Financial Services Advisors, Inc.

587

Sep 30, 24

0.02%

New Potomac Partners, LLC

130

Sep 30, 24

0.01%

RAYMOND JAMES TRUST N.A.

120

Sep 30, 24

-11

0.00%

Planning Capital Management Corp

Sep 30, 24

+10

0.00%

EAGLE ASSET MANAGEMENT INC

Sep 30, 24

-3.62K

BlackRock Inc.

116.45K

Jun 30, 24

+1.48K

4.70%

BUCKINGHAM STRATEGIC WEALTH, LLC

721

Jun 30, 24

+165

0.03%

KARPAS STRATEGIES, LLC

659

Jun 30, 24

0.03%

Gratus Capital LLC

608

Jun 30, 24

0.02%

HYMAN CHARLES D

305

Jun 30, 24

0.01%

CREDIT SUISSE AG/

4.59K

Mar 31, 24

+93

0.19%

Cetera Advisor Networks LLC

134

Mar 31, 24

-27

0.01%

Cannell & Co.

30.27K

Dec 31, 23

-125

1.22%

Bartlett & Co. LLC

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

566

Sep 30, 23

+17

0.02%

Icon Wealth Partners, LLC

222

Sep 30, 23

0.01%

PATHSTONE FAMILY OFFICE, LLC

213

Sep 30, 23

+213

0.01%

Steward Financial Group LLC

Sep 30, 23

0.00%

PICTET ASSET MANAGEMENT SA

300

Jun 30, 23

-50

0.01%

First Capital Advisors Group, LLC.

Jun 30, 23

+10

0.00%

Avalon Investment & Advisory

780

Mar 31, 23

-277

0.03%

Kula Investments, LLC

387

Mar 31, 23

+149

0.02%

Acrisure Capital Management, LLC

244

Mar 31, 23

-242

0.01%

INVESTMENT MANAGEMENT OF VIRGINIA LLC

181

Mar 31, 23

0.01%

Pendal Group Ltd

17.79K

Dec 31, 22

0.72%

ZEKE CAPITAL ADVISORS, LLC

370

Dec 31, 22

-6

0.01%

Personal Capital Advisors Corp

151

Dec 31, 22

+151

0.01%

ATLANTA CAPITAL MANAGEMENT CO L L C

127.47K

Sep 30, 22

-7.72K

5.15%

EATON VANCE MANAGEMENT

1.48K

Sep 30, 22

+10

0.06%

AGF Investments LLC

1.21K

Sep 30, 22

+332

0.05%

REGENTATLANTIC CAPITAL LLC

650

Sep 30, 22

+316

0.03%

Forager Funds Management Pty Ltd

270

Sep 30, 22

+270

0.01%

Strategic Asset Management, LLC

Sep 30, 22

0.00%

American Portfolios Advisors

Sep 30, 22

-1

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

0.00%

Cordasco Financial Network

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

12.51K

Mar 31, 22

+405

0.51%

Amalgamated Financial Corp.

605

Mar 31, 22

+605

0.02%

MARKSTON INTERNATIONAL LLC

170

Dec 31, 21

0.01%

NEXT Financial Group, Inc

Dec 31, 21

+11

0.00%

Marshall Wace North America L.P.

326

Sep 30, 21

+326

0.01%

FIRST MERCANTILE TRUST CO

181

Sep 30, 21

-3

0.01%

QS Investors, LLC

4.95K

Jun 30, 21

+4.70K

0.20%

PICTET ASSET MANAGEMENT LTD

200

Jun 30, 21

-50

0.01%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

Jun 30, 21

-20

CARILLON TOWER ADVISERS, INC.

10.38K

Dec 31, 20

+3.30K

0.42%

Aperio Group, LLC

3.83K

Dec 31, 20

+461

0.15%

ROWLAND CARMICHAEL ADVISORS INC /ADV

574

Dec 31, 20

-47

0.02%

OLD MISSION CAPITAL, LLC

404

Dec 31, 20

+404

0.02%

XTX MARKETS LLC

Dec 31, 20

-327

SHINE INVESTMENT ADVISORY SERVICES INC

106

Sep 30, 20

0.00%

Xact Kapitalforvaltning AB

393

Mar 31, 20

0.02%

CHICAGO EQUITY PARTNERS LLC

Mar 31, 20

-192

SCHALLER INVESTMENT GROUP INC

1.40K

Dec 31, 19

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

472

Dec 31, 19

-13

0.02%

Advisor Group, Inc.

401

Dec 31, 19

-493

0.02%

Highstreet Asset Management Inc.

284

Dec 31, 19

+284

0.01%

Signition LP

200

Dec 31, 19

0.01%

SUNTRUST BANKS INC

354

Sep 30, 19

+14

0.01%

Elkfork Partners LLC

340

Sep 30, 19

-1.26K

0.01%

Glen Harbor Capital Management LLC

280

Sep 30, 19

-1.04K

0.01%

Meadow Creek Investment Management LLC

220

Sep 30, 19

-814

0.01%

RIVERHEAD CAPITAL MANAGEMENT LLC

200

Sep 30, 19

-940

0.01%

Flinton Capital Management LLC

160

Sep 30, 19

-592

0.01%

WILLIAMS JONES & ASSOCIATES LLC

5.69K

Jun 30, 19

0.23%

TIAA CREF INVESTMENT MANAGEMENT LLC

12.17K

Mar 31, 19

+4.35K

0.49%

TEACHERS ADVISORS, LLC

6.24K

Mar 31, 19

-479

0.25%

OppenheimerFunds, Inc.

666

Mar 31, 19

+417

0.03%

McQueen, Ball & Associates Inc.

3.36K

Dec 31, 18

0.14%

Horizon Kinetics LLC

532

Dec 31, 18

0.02%

Zions Bancorporation

Sep 30, 18

-10

HERMES INVESTMENT MANAGEMENT LTD

28.14K

Jun 30, 18

+635

1.14%

IMPAX ASSET MANAGEMENT LLC

23.83K

Jun 30, 18

-10.00K

0.96%

Numeric Investors LLC

4.98K

Dec 31, 17

+2.00K

0.20%

Virtu KCG Holdings LLC

577

Jun 30, 17

-1.31K

0.02%

Commonwealth Equity Services, Inc

265

Jun 30, 17

+29

0.01%

Airain ltd

253

Jun 30, 17

+253

0.01%

JANUS HENDERSON INVESTORS US LLC

7.30K

Mar 31, 17

+900

0.29%

R&F Capital Advisors LP

624

Mar 31, 17

-6

0.03%

BlackRock Institutional Trust Company, N.A.

121.06K

Dec 31, 16

-9.94K

4.89%

BlackRock Fund Advisors

47.65K

Dec 31, 16

-1.00K

1.92%

BlackRock Group LTD

4.10K

Dec 31, 16

+418

0.17%

BLACKROCK ADVISORS LLC

2.69K

Dec 31, 16

+153

0.11%

BlackRock Investment Management, LLC

2.45K

Dec 31, 16

0.10%

Calvert Investment Management, Inc.

319

Dec 31, 16

-36

0.01%

MSI Financial Services Inc

220

Dec 31, 16

0.01%

BlackRock Japan Co. Ltd

Dec 31, 16

0.00%

Emerald Acquisition Ltd.

6.98K

Sep 30, 16

+1.27K

0.28%

ANALYTIC INVESTORS, LLC

5.62K

Sep 30, 16

+5.04K

0.23%

SOCIETE GENERALE

240

Jun 30, 16

+240

0.01%

RUSSELL FRANK CO/

5.06K

Mar 31, 16

+981

0.20%

SPECTRUM ADVISORY SERVICES INC

2.58K

Mar 31, 16

0.10%

CURIAN CAPITAL LLC

668

Dec 31, 15

-1.42K

0.03%

Absolute Return Capital, LLC

2.98K

Sep 30, 15

-853

0.12%

MANAGED ACCOUNT ADVISORS LLC

50.24K

Jun 30, 15

+2.66K

2.03%

Bank of Kentucky, Inc.

Mar 31, 15

-8

0.00%

BOSTON PRIVATE BANK & TRUST CO

Mar 31, 15

0.00%

Placemark Investments, Inc.

2.67K

Dec 31, 14

-81

0.11%

UBS AG

863

Sep 30, 14

-647

0.03%

COMMUNITY BANK SYSTEM, INC.

Sep 30, 14

-100

WILMINGTON TRUST CO

772

Jun 30, 14

-288

0.03%

Wilmington Trust, National Association

Jun 30, 14

-515

FENIMORE ASSET MANAGEMENT TRUST

86.55K

Sep 30, 13

+86.55K

3.49%

STIFEL NICOLAUS & CO INC \MO\

1.11K

Sep 30, 13

-119

0.04%

SILCHESTER PARTNERS LTD

2.70K

Sep 30, 11

+900

0.11%

NOLLENBERGER CAPITAL PARTNERS INC

106

Dec 31, 10

0.00%

BROWN INVESTMENT ADVISORY & TRUST CO

1.14K

Mar 31, 10

0.05%

LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST

839

Jun 30, 08

+142

0.03%

MFP INVESTORS LLC

11.20K

Dec 31, 07

+11.20K

0.45%

MERCANTILE BANKSHARES CORP

2.57K

Dec 31, 06

+2.57K

0.10%

Meehan Mutual Funds, Inc.

Mar 31, 06

+40

0.00%

PRINCIPAL LIFE INSURANCE CO

7.87K

Sep 30, 01

+30

0.32%

PRINCIPAL GLOBAL INVESTORS

7.87K

Sep 30, 01

+30

0.32%

PRUDENTIAL INSURANCE CO OF AMERICA

896

Sep 30, 01

0.04%