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Institutional Holdings

ACCO

Ownership Summary

Institutions Holding
252
Total Shares Held
81,216,938
Total Value Held
$293,103,902
Quarter
2025-12-31

Active Positions

Increased Positions
10
664,546 shares
Decreased Positions
15
8,607,857 shares
Held Positions
9
36,827 shares
New Positions
206
71,907,708 shares
Sold Out Positions
12
89,043 shares
Institution Shares Value Change % of Portfolio Reported
BlackRock, Inc. 7,318,461 $27,297,860 New position 2025-12-31
Allspring Global Investments Holdings, LLC 7,015,927 $30,519,282 ▼ -701,474 0.05% 2026-06-30
CAPITAL MANAGEMENT CORP /VA 5,528,221 $20,620,264 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 4,357,170 $16,252,253 New position 2025-12-31
VANGUARD CAPITAL MANAGEMENT LLC 3,918,074 $16,299,188 New position 0.00% 2026-06-30
AMERICAN CENTURY COMPANIES INC 3,241,705 $12,091,560 New position 2025-12-31
GOLDMAN SACHS GROUP INC 1,654,306 $6,170,560 New position 2025-12-31
GEODE CAPITAL MANAGEMENT, LLC 2,171,280 $8,101,026 New position 2025-12-31
STATE STREET CORP 1,885,975 $7,034,687 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,148,160 $11,742,637 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 2,667,285 $9,948,971 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 668,335 $2,492,890 New position 2025-12-31
VANGUARD PORTFOLIO MANAGEMENT LLC 1,498,383 $6,233,273 New position 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 1,120,312 $4,178,764 New position 2025-12-31
MORGAN STANLEY 864,736 $3,225,465 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 989,763 $3,691,817 ▼ -189,644 2025-12-31
Bank of New York Mellon Corp 745,467 $2,780,591 New position 2025-12-31
RENAISSANCE TECHNOLOGIES LLC 1,313,447 $4,899,157 New position 2025-12-31
READYSTATE ASSET MANAGEMENT LP 1,517,338 $5,659,671 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 756,003 $2,819,891 New position 2025-12-31
BRIDGEWAY CAPITAL MANAGEMENT, LLC 723,858 $2,699,990 New position 2025-12-31
NORTHERN TRUST CORP 714,267 $2,664,217 New position 2025-12-31
D. E. Shaw & Co., Inc. 701,532 $2,616,714 New position 2025-12-31
VANGUARD FIDUCIARY TRUST CO 608,002 $2,529,288 New position 0.00% 2026-06-30
Empowered Funds, LLC 1,025,116 $3,823,682 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 532,998 $1,988,083 New position 2025-12-31
Vanguard Global Advisers, LLC 465,800 $1,937,728 New position 0.00% 2026-06-30
Assenagon Asset Management S.A. 464,056 $1,930,473 ▲ +270,877 0.00% 2026-06-30
Creative Planning 101,210 $377,513 New position 2025-12-31
STIFEL FINANCIAL CORP 442,348 $1,649,978 New position 2025-12-31
SEI INVESTMENTS CO 304,759 $1,136,767 New position 2025-12-31
Robeco Institutional Asset Management B.V. 418,745 $1,741,979 ▼ -115,332 0.00% 2026-06-30
Universal- Beteiligungs- und Servicegesellschaft mbH 336,000 $1,253,280 New position 2025-12-31
SEGALL BRYANT & HAMILL, LLC 382,226 $1,590,060 New position 0.02% 2026-06-30
JPMORGAN CHASE & CO 489,005 $1,823,988 New position 2025-12-31
LPL Financial LLC 171,445 $639,488 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 394,711 $1,472,274 New position 2025-12-31
UBS Group AG 461,868 $1,722,768 New position 2025-12-31
North Star Investment Management Corp. 418,525 $1,561,098 New position 2025-12-31
Squarepoint Ops LLC 282,892 $1,176,831 New position 0.00% 2026-06-30
Russell Investments Group, Ltd. 241,648 $901,346 New position 2025-12-31
Pacific Ridge Capital Partners, LLC 251,123 $936,689 New position 2025-12-31
Nuveen, LLC 208,100 $776,213 New position 2025-12-31
Indivisible Partners 107,297 $400,217 New position 2025-12-31
Advyzon Investment Management, LLC 96,557 $360,159 New position 2025-12-31
Invesco Ltd. 202,722 $756,153 New position 2025-12-31
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 146,000 $545,000 New position 2025-12-31
FEDERATED HERMES, INC. 119,011 $443,912 New position 2025-12-31
Aquatic Capital Management LLC 34,080 $127,118 New position 2025-12-31
Cetera Investment Advisers 53,795 $200,657 New position 2025-12-31
ARISTEIA CAPITAL, L.L.C. 176,209 $657,260 New position 2025-12-31
RHUMBLINE ADVISERS 118,938 $443,624 New position 2025-12-31
WELLS FARGO & COMPANY/MN 128,232 $478,307 New position 2025-12-31
PRELUDE CAPITAL MANAGEMENT, LLC 30,400 $113,392 New position 2025-12-31
Qube Research & Technologies Ltd 49,154 $183,344 New position 2025-12-31
GAMCO INVESTORS, INC. ET AL 357,841 $1,334,747 New position 2025-12-31
Mork Capital Management, LLC 100,000 $373,000 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 54,191 $202,132 New position 2025-12-31
MACKENZIE FINANCIAL CORP 62,237 $232,308 New position 2025-12-31
KLP KAPITALFORVALTNING AS 91,500 $341,295 New position 2025-12-31
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 89,984 $374,333 ▲ +20,415 0.00% 2026-06-30
STRS OHIO 126,100 $470,353 New position 2025-12-31
FRANKLIN RESOURCES INC 69,297 $258,478 New position 2025-12-31
WINTON GROUP Ltd 79,676 $331,452 New position 0.01% 2026-06-30
Abacus Wealth Partners, LLC 33,421 $124,660 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 265,884 $991,747 New position 2025-12-31
EASTERLY INVESTMENT PARTNERS LLC 70,400 $262,592 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 38,082 $142,044 New position 2025-12-31
Cambria Investment Management, L.P. 43,026 $160,487 New position 2025-12-31
Dynamic Technology Lab Private Ltd 65,308 $272,000 ▼ -1,280 0.06% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 41,509 $154,829 New position 2025-12-31
Vident Advisory, LLC 10,363 $38,657 New position 2025-12-31
CITIGROUP INC 18,579 $69,299 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 54,976 $205,060 New position 2025-12-31
MetLife Investment Management, LLC 30,546 $113,937 New position 2025-12-31
XTX Topco Ltd 13,840 $51,623 New position 2025-12-31
IEQ CAPITAL, LLC 215,706 $804,583 New position 2025-12-31
Quantinno Capital Management LP 44,649 $185,742 ▲ +24,485 0.00% 2026-06-30
CITADEL ADVISORS LLC 42,674 $159,174 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 40,593 $151,412 New position 2025-12-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,010 $174,638 ▼ -792 0.00% 2026-06-30
NewEdge Advisors, LLC 28,891 $107,762 New position 2025-12-31
Mariner, LLC 46,175 $172,321 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 67,100 $250,283 New position 2025-12-31
FIDELIS CAPITAL PARTNERS, LLC 31,401 $130,628 New position 0.01% 2026-06-30
Graham Capital Management, L.P. 27,029 $100,818 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 18,949 $70,680 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 27,834 $103,819 New position 2025-12-31
Wealth Architects, LLC 29,588 $123,086 New position 0.01% 2026-06-30
&PARTNERS 26,794 $99,942 New position 2025-12-31
Compound Planning, Inc. 28,040 $104,589 New position 2025-12-31
Cerity Partners LLC 30,012 $111,945 New position 2025-12-31
XPONANCE LLC 25,335 $94,500 New position 2025-12-31
Investors Research Corp 25,615 $106,558 Unchanged 0.02% 2026-06-30
Parallel Advisors, LLC 25,474 $105,972 ▲ +25,328 0.00% 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 28,051 $104,630 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 23,886 $99,366 New position 0.00% 2026-06-30
Mitsubishi UFJ Trust & Banking Corp 21,923 $81,773 New position 2025-12-31
ROYCE & ASSOCIATES LP 28,275 $105,466 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 45,904 $171,222 New position 2025-12-31
Sequoia Financial Advisors, LLC 21,311 $88,654 ▲ +8,877 0.00% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 20,891 $86,907 New position 0.00% 2026-06-30
Mutual Advisors, LLC 20,000 $74,600 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 19,379 $72,284 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,051 $79,252 ▼ -101,920 0.00% 2026-06-30
VOYA INVESTMENT MANAGEMENT LLC 16,603 $61,929 New position 2025-12-31
BARCLAYS PLC 136,080 $507,579 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 21,508 $80,225 New position 2025-12-31
Merit Financial Group, LLC 34,138 $127,334 New position 2025-12-31
AXQ CAPITAL, LP 14,242 $59,247 New position 0.01% 2026-06-30
OXFORD ASSET MANAGEMENT LLP 14,114 $58,714 New position 0.03% 2026-06-30
FMR LLC 13,079 $48,784 New position 2025-12-31
BOOTHBAY FUND MANAGEMENT, LLC 12,290 $51,126 New position 0.00% 2026-06-30
ProShare Advisors LLC 15,972 $59,575 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 11,946 $49,696 New position 0.00% 2026-06-30
BRIGHTON JONES LLC 11,038 $45,919 ▼ -1,901 0.00% 2026-06-30
SIGNATUREFD, LLC 10,614 $44,154 ▲ +6,400 0.00% 2026-06-30
Ullmann Wealth Partners Group, LLC 10,041 $41,771 New position 0.00% 2026-06-30
Hexagon Capital Partners LLC 10,010 $41,642 New position 0.01% 2026-06-30
Pacifica Capital Investments, LLC 10,000 $37,300 New position 2025-12-31
Legal & General Group Plc 7,216 $26,916 New position 2025-12-31
GROUP ONE TRADING LLC 2,183 $8,143 New position 2025-12-31
Ameritas Investment Partners, Inc. 9,262 $34,547 New position 2025-12-31
ROYAL BANK OF CANADA 2,531 $9,000 New position 2025-12-31
Caitong International Asset Management Co., Ltd 3 $11 New position 2025-12-31
Tower Research Capital LLC (TRC) 8,040 $29,989 New position 2025-12-31
Arax Advisory Partners 4,042 $16,814 ▲ +3,611 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 3,305 $12,329 New position 2025-12-31
LSV ASSET MANAGEMENT 2,951,100 $11,008 New position 2025-12-31
McMillan Office, Inc. 2,820 $10,519 New position 2025-12-31
Triumph Capital Management 2,156 $8,042 New position 2025-12-31
Allworth Financial LP 2,025 $7,554 New position 2025-12-31
Larson Financial Group LLC 2,500 $9,325 New position 2025-12-31
Integrated Wealth Concepts LLC 2,290 $9,526 New position 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 2,285 $9,506 ▲ +2,186 0.00% 2026-06-30
Sterling Capital Management LLC 5,037 $18,788 New position 2025-12-31
Private Wealth Asset Management, LLC 1,598 $5,961 New position 2025-12-31
WealthCollab, LLC 1,473 $6,128 New position 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 3,355 $12,515 New position 2025-12-31
SBI Securities Co., Ltd. 333 $1,242 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 1,631 $6,084 New position 2025-12-31
SIMPLEX TRADING, LLC 1,268 $5,274 ▼ -1,905 0.00% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 5,379 $20,064 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 1,064 $3,969 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 740 $2,760 New position 2025-12-31
IFP Advisors, Inc 1,910 $7,124 ▲ +444 2025-12-31
CSM Advisors, LLC 1,118,591 $4,172 New position 2025-12-31
Essential Partners LLC 628 $2,612 ▼ -1,591 0.00% 2026-06-30
Steward Partners Investment Advisory, LLC 250 $933 New position 2025-12-31
Oakworth Capital, Inc. 403 $1,503 New position 2025-12-31
Minot DeBlois Advisors LLC 420 $1,747 New position 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 400 $1,664 ▼ -128 0.00% 2026-06-30
Farther Finance Advisors, LLC 349 $1,479 ▼ -502 0.00% 2026-06-30
JPL Wealth Management, LLC 353 $1,469 New position 0.00% 2026-06-30
Global Retirement Partners, LLC 610 $2,275 New position 2025-12-31
Cullen/Frost Bankers, Inc. 274 $1,140 New position 0.00% 2026-06-30
Cornerstone Financial Management LLC 136 $507 New position 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 223,690 $928 New position 0.00% 2026-06-30
SJS Investment Consulting Inc. 221 $920 ▲ +199 0.00% 2026-06-30
True Wealth Design, LLC 215 $895 ▼ -362 0.00% 2026-06-30
Strategic Wealth Partners, Ltd. 211 $878 Unchanged 0.00% 2026-06-30
Optiver Holding B.V. 792 $2,954 New position 2025-12-31
BARTLETT & CO. WEALTH MANAGEMENT LLC 188 $782 Unchanged 0.00% 2026-06-30
Clearstead Advisors, LLC 32 $120 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 95,615 $357 New position 2025-12-31
LGT Financial Advisors LLC 125 $466 New position 2025-12-31
Physician Wealth Advisors, Inc. 7 $28 New position 2025-12-31
New England Capital Financial Advisors LLC 100 $373 New position 2025-12-31
TRUST CO OF TOLEDO NA /OH/ 84 $349 New position 0.00% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 82 $341 Unchanged 0.00% 2026-06-30
FIFTH THIRD BANCORP 53 $198 New position 2025-12-31
GAMMA Investing LLC 70 $291 ▼ -629 0.00% 2026-06-30
Fortitude Family Office, LLC 69 $287 New position 0.00% 2026-06-30
GSA CAPITAL PARTNERS LLP 41,218 $154 New position 2025-12-31
EASTERN BANK 65 $270 Unchanged 0.00% 2026-06-30
EVERMAY WEALTH MANAGEMENT LLC 64 $267 New position 0.00% 2026-06-30
Atlantic Edge Private Wealth Management, LLC 43 $161 New position 2025-12-31
INGALLS & SNYDER LLC 38,524 $160 ▼ -7,746 0.00% 2026-06-30
Cassaday & Co Wealth Management LLC 35 $146 Unchanged 0.00% 2026-06-30
Rockefeller Capital Management L.P. 1,328 $4,954 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 93 $347 New position 2025-12-31
Salomon & Ludwin, LLC 25 $92 New position 2025-12-31
Truvestments Capital LLC 23 $86 New position 2025-12-31
Leo H. Evart, Inc. 23 $96 Unchanged 0.00% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 18,743 $70 New position 2025-12-31
Virtu Financial LLC 32,649 $122 New position 2025-12-31
IAG Wealth Partners, LLC 18 $67 New position 2025-12-31
Fruth Investment Management 27,000 $100 New position 2025-12-31
State of Alaska, Department of Revenue 10,605 $44 Unchanged 0.00% 2026-06-30
CANADA LIFE ASSURANCE Co 9,618 $36 New position 2025-12-31
Atlantic Union Bankshares Corp 3 $12 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3 $12 Unchanged 0.00% 2026-06-30
HARBOR CAPITAL ADVISORS, INC. 1,561 $6 ▼ -1,060 0.00% 2026-06-30
Covestor Ltd 259 $1 New position 2025-12-31
Coston, McIsaac & Partners 416 $1 New position 2025-12-31
Avion Wealth 128 $0 New position 0.00% 2026-06-30
First Eagle Investment Management, LLC 862,369 $3,216,636 New position 2025-12-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 417,313 $1,556,577 New position 2025-12-31
Susquehanna Portfolio Strategies, LLC 141,461 $527,650 New position 2025-12-31
Odyssean, LLC 36,757 $137,104 New position 2025-12-31
PANAGORA ASSET MANAGEMENT INC 53,912 $201,092 New position 2025-12-31
Jump Financial, LLC 31,949 $119,170 New position 2025-12-31
Brevan Howard Capital Management LP 35,448 $132,221 New position 2025-12-31
Calder Financial LLC 0 $0 Sold out 2026-06-30
Focus Partners Wealth 33,174 $123,741 New position 2025-12-31
EP Wealth Advisors, LLC 25,023 $93,336 New position 2025-12-31
EMC Capital Management 0 $0 Sold out 2026-06-30
Savant Capital, LLC 0 $0 Sold out 2026-06-30
Hamrick Investment Counsel, llc 0 $0 Sold out 2026-06-30
GABELLI FUNDS LLC 13,000 $48,490 New position 2025-12-31
HIGHLINE WEALTH PARTNERS LLC 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
MAI Capital Management 490 $1,828 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 1,235 $4,607 New position 2025-12-31
LOS ANGELES CAPITAL MANAGEMENT LLC 825 $3,226 New position 2025-12-31
Advocate Investing Services LLC 264 $985 New position 2025-12-31
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30
Hilltop National Bank 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
HM PAYSON & CO 0 $0 Sold out 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0 $0 Sold out 2026-06-30
NATIONAL BANK OF CANADA /FI/ 0 $0 Sold out 2026-06-30
VANGUARD GROUP INC 6,185,383 $23,071,478 New position 2025-12-31
TWO SIGMA ADVISERS, LP 693,665 $2,587,370 New position 2025-12-31
Verition Fund Management LLC 157,865 $588,836 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 154,142 $574,950 New position 2025-12-31
Verdad Advisers, LP 100,000 $373,000 New position 2025-12-31
Engineers Gate Manager LP 94,553 $352,683 New position 2025-12-31
BAILARD, INC. 75,189 $280,455 New position 2025-12-31
DEUTSCHE BANK AG\ 54,356 $202,748 New position 2025-12-31
Jain Global LLC 44,795 $167,085 New position 2025-12-31
Quantbot Technologies LP 34,046 $126,992 New position 2025-12-31
SAXON INTERESTS, INC. 30,465 $113,634 New position 2025-12-31
World Investment Advisors 25,178 $93,914 New position 2025-12-31
Skylands Capital, LLC 18,000 $67,140 New position 2025-12-31
Grantham, Mayo, Van Otterloo & Co. LLC 17,102 $63,790 New position 2025-12-31
AIGEN INVESTMENT MANAGEMENT, LP 15,500 $57,815 New position 2025-12-31
Sagewood Asset Management LP 13,897 $51,836 New position 2025-12-31
Focus Partners Advisor Solutions, LLC 12,991 $48,456 New position 2025-12-31
Modern Wealth Management, LLC 11,533 $43,018 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10,574 $39,441 New position 2025-12-31
ExodusPoint Capital Management, LP 10,041 $37,453 New position 2025-12-31
US BANCORP \DE\ 340 $1,268 New position 2025-12-31
CWM, LLC 204,172 $762 New position 2025-12-31
Sunbelt Securities, Inc. 95 $354 New position 2025-12-31
Transamerica Financial Advisors, LLC 72 $269 New position 2025-12-31
Kilter Group LLC 37 $139 New position 2025-12-31
MCF Advisors LLC 30 $112 New position 2025-12-31
COMERICA BANK 23 $86 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 16,740 $62 New position 2025-12-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,278 $42 New position 2025-12-31
AMALGAMATED BANK 2,746 $10 New position 2025-12-31