← All institutions

Institutional Holdings

AFRM

Ownership Summary

Institutions Holding
548
Total Shares Held
398,676,262
Total Value Held
$19,987,386,022
Quarter
2026-06-30

Active Positions

Increased Positions
11
42,176,307 shares
Decreased Positions
14
95,436,545 shares
Held Positions
8
16,680 shares
New Positions
508
261,046,730 shares
Sold Out Positions
7
67,797 shares
Institution Shares Value Change % of Portfolio Reported
BAILLIE GIFFORD & CO 5,856,569 $477,603,203 ▲ +554,272 0.43% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 5,501,387 $408,433,329 New position 2025-12-31
Winslow Capital Management, LLC 4,577,562 $373,300,181 New position 1.28% 2026-06-30
MARSHALL WACE, LLP 4,334,052 $322,583,489 New position 2025-12-31
Bank of New York Mellon Corp 1,047,132 $77,938,027 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 473,955 $52,017,862 New position 2025-12-31
AMERIPRISE FINANCIAL INC 649,584 $48,348,536 New position 2025-12-31
ARISTEIA CAPITAL, L.L.C. 57,109,000 $57,046,790 ▼ -11,700,000 0.74% 2026-06-30
Neuberger Berman Group LLC 1,104,068 $82,175,770 New position 2025-12-31
DRIEHAUS CAPITAL MANAGEMENT LLC 217,252 $16,170,066 New position 2025-12-31
Sumitomo Mitsui Trust Group, Inc. 515,298 $42,022,552 ▼ -13,060 0.02% 2026-06-30
ADVENT CAPITAL MANAGEMENT /DE/ 35,372,000 $41,388,136 ▼ -30,946,000 0.93% 2026-06-30
CONGRESS ASSET MANAGEMENT CO 426,470 $34,778,629 ▲ +417,470 0.21% 2026-06-30
OAKTREE CAPITAL MANAGEMENT LP 34,815,000 $34,292,775 ▲ +23,278,000 0.48% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 379,803 $28,268,737 New position 2025-12-31
RHUMBLINE ADVISERS 315,881 $23,510,967 New position 2025-12-31
Russell Investments Group, Ltd. 97,531 $7,261,134 New position 2025-12-31
RJA Asset Management LLC 85,500 $6,363,765 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 143,415 $10,674,378 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 116,330 $8,658,442 New position 2025-12-31
DANSKE BANK A/S 113,900 $8,477,577 New position 2025-12-31
Mitsubishi UFJ Trust & Banking Corp 116,451 $8,667,448 New position 2025-12-31
KLP KAPITALFORVALTNING AS 98,700 $7,346,241 New position 2025-12-31
Catalyst Funds Management Pty Ltd 27,100 $2,017,053 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 82,729 $6,157,519 New position 2025-12-31
GLOBEFLEX CAPITAL L P 73,405 $5,986,178 ▲ +17,366 0.76% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 21,419 $1,475,770 New position 2025-12-31
DnB Asset Management AS 50,782 $3,779,704 New position 2025-12-31
Jump Financial, LLC 43,300 $3,531,115 New position 0.03% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 29,378 $2,395,776 ▼ -3,601 0.01% 2026-06-30
Neo Ivy Capital Management 48,042 $3,575,766 New position 2025-12-31
ALLSTATE CORP 19,740 $1,469,248 New position 2025-12-31
O'Neil Global Advisors, Inc. 26,576 $2,167,273 New position 0.48% 2026-06-30
Sciencast Management LP 21,056 $1,717,117 New position 0.36% 2026-06-30
MACKENZIE FINANCIAL CORP 15,930 $1,205,913 New position 2025-12-31
Saudi Central Bank 19,445 $1,585,740 ▲ +9,298 0.02% 2026-06-30
J.Safra Asset Management Corp 9,139 $680,216 New position 2025-12-31
AGF MANAGEMENT LTD 137,948 $10,267,470 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 60,668 $4,515,519 New position 2025-12-31
Mediolanum International Funds Ltd 17,813 $1,456,925 New position 0.01% 2026-06-30
MetLife Investment Management, LLC 12,380 $921,443 New position 2025-12-31
SBI Securities Co., Ltd. 48,504 $3,610,153 New position 2025-12-31
GAMCO INVESTORS, INC. ET AL 12,000 $893,160 New position 2025-12-31
Ethic Inc. 3,564 $265,269 New position 2025-12-31
E. Ohman J:or Asset Management AB 6,760 $551,278 Unchanged 0.01% 2026-06-30
EMERALD MUTUAL FUND ADVISERS TRUST 6,520 $485,284 New position 2025-12-31
STRS OHIO 24,884 $1,852,116 New position 2025-12-31
Ancora Advisors LLC 5,500 $448,525 ▲ +2,000 0.01% 2026-06-30
YOUSIF CAPITAL MANAGEMENT, LLC 3,775 $307,851 New position 0.00% 2026-06-30
Sterling Capital Management LLC 7,774 $578,619 New position 2025-12-31
Livforsakringsbolaget Skandia, Omsesidigt 1,800 $133,956 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 10,186 $758,143 New position 2025-12-31
Westside Investment Management, Inc. 1,170 $95,414 Unchanged 0.01% 2026-06-30
HUNTINGTON NATIONAL BANK 48 $3,572 New position 2025-12-31
Osbon Capital Management LLC 661 $53,904 Unchanged 0.04% 2026-06-30
V-Square Quantitative Management LLC 439 $35,800 ▼ -78 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 299 $24,383 ▼ -36 0.00% 2026-06-30
BOKF, NA 243 $19,817 New position 0.00% 2026-06-30
Basecamp Wealth Advisors LLC 157 $12,803 ▼ -37 0.00% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 157 $11,686 New position 2025-12-31
BAYBAN 100 $8,155 Unchanged 0.01% 2026-06-30
Raiffeisen Bank International AG 195 $14,791 New position 2025-12-31
ABOUND FINANCIAL, LLC 85 $6,327 New position 2025-12-31
Mn Services Vermogensbeheer B.V. 80,900 $6,597 New position 0.05% 2026-06-30
Vision Retirement, LLC 73 $5,953 ▼ -50 0.00% 2026-06-30
Arlington Trust Co LLC 53 $4,322 Unchanged 0.00% 2026-06-30
IMA Advisory Services, Inc. 34 $2,530 New position 2025-12-31
MOUNT VERNON ASSOCIATES INC /MD/ 42,575 $3,472 ▼ -900 2.26% 2026-06-30
AMERIFLEX GROUP, INC. 40 $3,262 New position 0.00% 2026-06-30
MANNING & NAPIER ADVISORS LLC 30 $2,454 New position 0.00% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 23,329 $1,736 New position 2025-12-31
NBT BANK, N.A. 16 $1,305 Unchanged 0.00% 2026-06-30
FIRST HORIZON CORP 27 $2,010 New position 2025-12-31
BERKSHIRE CAPITAL HOLDINGS INC 10 $816 Unchanged 0.00% 2026-06-30
Janney Montgomery Scott LLC 9,608 $784 New position 0.00% 2026-06-30
PRAXIS INVESTMENT MANAGEMENT INC 7,910 $645 Unchanged 0.03% 2026-06-30
F&V Capital Management, LLC 3,426 $279 New position 0.05% 2026-06-30
CIGNA INVESTMENTS INC /NEW 2,640 $215 New position 0.03% 2026-06-30
CX Institutional 1,045 $85 ▲ +1,008 0.00% 2026-06-30
BESSEMER GROUP INC 36,328 $62 ▼ -2 0.00% 2026-06-30
Covestor Ltd 126 $10 ▲ +1 0.01% 2026-06-30
Pacer Advisors, Inc. 7 $1 ▼ -1 0.00% 2026-06-30
CKW FINANCIAL GROUP 5 $0 New position 0.00% 2026-06-30
Capital Impact Advisors, LLC 731,252 $54,427,086 New position 2025-12-31
Twin Tree Management, LP 171,443 $12,760,503 New position 2025-12-31
Capelight Capital Asset Management LP 198,000 $14,737,140 New position 2025-12-31
Quantitative Investment Management, LLC 0 $0 Sold out 2026-06-30
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0 $0 Sold out 2026-06-30
Campbell & CO Investment Adviser LLC 0 $0 Sold out 2026-06-30
GraniteShares Advisors LLC 7,905 $588,369 New position 2025-12-31
Integrated Wealth Concepts LLC 0 $0 Sold out 2026-06-30
Plato Investment Management Ltd 5,440 $406,873 New position 2025-12-31
Ares Systematic Credit Ltd 0 $0 Sold out 2026-06-30
PARADIGM ASSET MANAGEMENT CO LLC 2,700 $200,961 New position 2025-12-31
LANARK FINANCIAL, INC. 0 $0 Sold out 2026-06-30
SouthState Bank Corp 377 $28,061 New position 2025-12-31
Heritage Wealth Advisors 15 $1,116 New position 2025-12-31
CURIO WEALTH, LLC 0 $0 Sold out 2026-06-30
VANGUARD GROUP INC 24,847,206 $1,849,377,542 New position 2025-12-31
Capital Research Global Investors 23,145,942 $1,722,797,401 New position 2025-12-31
MORGAN STANLEY 23,010,300 $1,712,656,868 New position 2025-12-31
Capital World Investors 21,710,914 $1,615,952,744 New position 2025-12-31
BlackRock, Inc. 18,873,925 $1,404,786,246 New position 2025-12-31
FMR LLC 13,675,838 $1,017,892,644 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,580,712 $713,092,394 New position 2025-12-31
STATE STREET CORP 5,847,566 $435,234,337 New position 2025-12-31
CITADEL ADVISORS LLC 4,852,282 $361,155,349 New position 2025-12-31
Invesco Ltd. 4,071,571 $303,047,027 New position 2025-12-31
LONE PINE CAPITAL LLC 3,817,170 $284,111,963 New position 2025-12-31
NORGES BANK 3,788,266 $281,960,638 New position 2025-12-31
JANE STREET GROUP, LLC 3,690,375 $274,674,611 New position 2025-12-31
Durable Capital Partners LP 3,681,173 $273,989,706 New position 2025-12-31
Jericho Capital Asset Management L.P. 3,601,248 $268,040,888 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 2,153,730 $160,302,141 ▼ -111,387 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,190,000 $159,141,816 New position 2025-12-31
UBS Group AG 2,086,454 $155,294,771 New position 2025-12-31
Foxhaven Asset Management, LP 1,906,882 $141,929,227 New position 2025-12-31
JPMORGAN CHASE & CO 1,855,883 $138,133,426 New position 2025-12-31
D. E. Shaw & Co., Inc. 1,819,140 $135,398,590 New position 2025-12-31
1832 Asset Management L.P. 1,782,700 $132,686,361 New position 2025-12-31
NORTHERN TRUST CORP 1,647,608 $122,631,464 New position 2025-12-31
WELLINGTON MANAGEMENT GROUP LLP 1,504,709 $111,995,491 New position 2025-12-31
GOLDMAN SACHS GROUP INC 1,497,658 $111,470,712 New position 2025-12-31
Spyglass Capital Management LLC 1,443,580 $107,445,659 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 1,408,408 $104,853,482 New position 2025-12-31
FRANKLIN RESOURCES INC 1,405,089 $104,580,756 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,396,929 $103,973,425 New position 2025-12-31
Atreides Management, LP 1,384,941 $103,081,159 New position 2025-12-31
Qube Research & Technologies Ltd 1,295,987 $96,460,312 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 1,284,313 $95,591,417 New position 2025-12-31
Parallax Volatility Advisers, L.P. 1,241,871 $92,432,459 New position 2025-12-31
PEAK6 LLC 1,145,900 $85,289,337 New position 2025-12-31
Walleye Trading LLC 1,069,300 $79,587,999 New position 2025-12-31
TREMBLANT CAPITAL GROUP 1,060,440 $78,928,549 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,049,886 $78,143,017 New position 2025-12-31
GILDER GAGNON HOWE & CO LLC 952,909 $70,925,017 New position 2025-12-31
CITIGROUP INC 938,081 $69,821,368 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 908,435 $67,614,817 New position 2025-12-31
Amundi 895,703 $66,667,175 New position 2025-12-31
WESTFIELD CAPITAL MANAGEMENT CO LP 851,834 $63,402,005 New position 2025-12-31
BARCLAYS PLC 830,528 $61,816,199 New position 2025-12-31
Hudson Bay Capital Management LP 830,000 $61,776,900 ▲ +430,000 2025-12-31
D1 Capital Partners L.P. 820,000 $61,032,600 New position 2025-12-31
CAPITAL FUND MANAGEMENT S.A. 814,980 $60,658,961 New position 2025-12-31
Artemis Investment Management LLP 793,941 $59,093,029 New position 2025-12-31
ThornTree Capital Partners LP 767,754 $57,143,930 New position 2025-12-31
Swiss National Bank 741,800 $55,212,174 New position 2025-12-31
ALLEN OPERATIONS LLC 721,382 $53,692,462 New position 2025-12-31
Nuveen, LLC 628,194 $46,756,479 New position 2025-12-31
AustralianSuper Pty Ltd 622,756 $46,351,729 New position 2025-12-31
Legal & General Group Plc 605,521 $45,068,926 New position 2025-12-31
Quantinno Capital Management LP 590,954 $43,984,763 New position 2025-12-31
MANE GLOBAL CAPITAL MANAGEMENT LP 535,577 $39,862,996 New position 2025-12-31
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 525,000 $39,075,750 New position 2025-12-31
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 494,911 $36,836,226 New position 2025-12-31
Capital International Investors 489,264 $36,415,920 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 437,143 $32,536,553 New position 2025-12-31
Glendon Capital Management LP 417,100 $31,044,753 New position 2025-12-31
Polar Capital Holdings Plc 411,776 $30,648,488 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 411,681 $30,476,744 New position 2025-12-31
DEUTSCHE BANK AG\ 408,584 $30,410,907 New position 2025-12-31
Schonfeld Strategic Advisors LLC 383,433 $28,538,917 New position 2025-12-31
SEI INVESTMENTS CO 381,596 $28,402,325 New position 2025-12-31
NZS Capital, LLC 360,091 $26,801,573 New position 2025-12-31
12 West Capital Management LP 350,000 $26,050,500 New position 2025-12-31
FIRST TRUST ADVISORS LP 338,771 $25,214,830 New position 2025-12-31
Walleye Capital LLC 334,590 $24,903,534 New position 2025-12-31
Islander Capital Partners, L.P. 326,355 $24,290,603 New position 2025-12-31
MOORE CAPITAL MANAGEMENT, LP 323,872 $24,105,793 New position 2025-12-31
BLAIR WILLIAM & CO/IL 320,683 $23,868,437 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 310,935 $23,142,892 New position 2025-12-31
ROYAL BANK OF CANADA 294,200 $21,897,000 New position 2025-12-31
M&T BANK CORP 92,830 $21,842,297 New position 2025-12-31
WELLS FARGO & COMPANY/MN 273,805 $20,379,275 New position 2025-12-31
BANK OF MONTREAL /CAN/ 271,485 $20,206,628 New position 2025-12-31
Flat Footed LLC 254,000 $18,905,220 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 243,943 $18,156,677 New position 2025-12-31
Allianz Asset Management GmbH 242,948 $18,082,620 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 237,176 $17,653,030 New position 2025-12-31
Squarepoint Ops LLC 236,008 $17,566,075 New position 2025-12-31
Trexquant Investment LP 235,524 $17,530,051 New position 2025-12-31
ALLEN HOLDING INC /NY 230,000 $17,118,900 New position 2025-12-31
Steadview Capital Management LLC 227,705 $16,948,083 New position 2025-12-31
Dilation Capital Management LP 215,688 $16,053,658 New position 2025-12-31
Crawford Fund Management, LLC 202,100 $15,042,303 New position 2025-12-31
INTERCAPITAL, LLC 198,262 $14,756,641 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 197,904 $14,729,995 New position 2025-12-31
AVIVA PLC 196,808 $14,648,419 New position 2025-12-31
Science & Technology Partners, L.P. 188,100 $14,000,283 New position 2025-12-31
Sculptor Capital LP 186,300 $13,866,309 New position 2025-12-31
PICTON MAHONEY ASSET MANAGEMENT 185,978 $13,842,343 New position 2025-12-31
Point72 Asset Management, L.P. 184,300 $13,717,449 New position 2025-12-31
Laurion Capital Management LP 181,328 $13,496,242 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 176,696 $13,151,482 New position 2025-12-31
TUDOR INVESTMENT CORP ET AL 173,300 $12,898,719 ▼ -346,700 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 163,242 $12,151,029 New position 2025-12-31
LPL Financial LLC 157,375 $11,713,421 New position 2025-12-31
OGBORNE CAPITAL MANAGEMENT, LLC 150,000 $11,164,500 New position 2025-12-31
NOMURA HOLDINGS INC 147,302 $10,963,688 New position 2025-12-31
Abdiel Capital Advisors, LP 144,046 $10,721,344 New position 2025-12-31
Alberta Investment Management Corp 141,800 $10,554,174 ▲ +120,600 2025-12-31
Korea Investment CORP 140,254 $10,439,105 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 139,083 $10,351,948 New position 2025-12-31
ZACKS INVESTMENT MANAGEMENT 138,574 $10,314,095 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 136,376 $10,150,466 New position 2025-12-31
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 134,385 $10,002,275 New position 2025-12-31
Verition Fund Management LLC 133,923 $9,967,889 New position 2025-12-31
Woodson Capital Management, LP 130,000 $9,675,900 New position 2025-12-31
Aquatic Capital Management LLC 128,711 $9,579,960 New position 2025-12-31
Ilex Capital Partners (UK) LLP 128,675 $9,577,280 New position 2025-12-31
Susquehanna Portfolio Strategies, LLC 128,560 $9,568,721 New position 2025-12-31
Elyxium Wealth, LLC 123,827 $9,216,443 New position 2025-12-31
Gotham Asset Management, LLC 122,915 $9,148,563 New position 2025-12-31
Allen Investment Management, LLC 116,683 $8,684,716 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 115,670 $8,609,320 New position 2025-12-31
Optiver Holding B.V. 114,987 $8,558,482 New position 2025-12-31
Paloma Partners Management Co 110,002 $8,187,449 New position 2025-12-31
PFA Pension, Forsikringsaktieselskab 106,844 $8,104,129 New position 2025-12-31
Jain Global LLC 108,366 $8,065,681 New position 2025-12-31
Pictet Asset Management Holding SA 106,793 $7,948,603 New position 2025-12-31
Omega Financial Group, LLC 103,627 $7,712,958 New position 2025-12-31
a16z Perennial Management, L.P. 103,220 $7,682,665 New position 2025-12-31
Asset Management One Co., Ltd. 101,420 $7,656,615 New position 2025-12-31
GREAT LAKES ADVISORS, LLC 102,370 $7,619,399 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 95,986 $7,144,238 New position 2025-12-31
State of New Jersey Common Pension Fund D 94,804 $7,056,262 New position 2025-12-31
Lansforsakringar Fondforvaltning AB (publ) 89,095 $6,631,341 New position 2025-12-31
Jefferies Financial Group Inc. 86,140 $6,411,400 New position 2025-12-31
Maytus Capital Management, LLC 85,000 $6,326,550 New position 2025-12-31
WINTON GROUP Ltd 82,304 $6,125,887 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 80,120 $5,963,332 New position 2025-12-31
Ensign Peak Advisors, Inc 77,180 $5,744,507 New position 2025-12-31
Resona Asset Management Co.,Ltd. 76,300 $5,690,604 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 75,555 $5,665,481 New position 2025-12-31
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 75,609 $5,628,000 New position 2025-12-31
Faithward Advisors, LLC 75,311 $5,605,398 New position 2025-12-31
Arizona State Retirement System 74,327 $5,532,159 New position 2025-12-31
Andra AP-fonden 72,000 $5,358,960 New position 2025-12-31
FORSTA AP-FONDEN 70,300 $5,232,429 New position 2025-12-31
Ballentine Partners, LLC 69,765 $5,192,609 New position 2025-12-31
Liberty Mutual Group Asset Management Inc. 69,374 $5,163,507 New position 2025-12-31
BlueCrest Capital Management Ltd 67,100 $4,994,253 New position 2025-12-31
G2 Investment Partners Management LLC 66,892 $4,978,772 New position 2025-12-31
MAVERICK CAPITAL LTD 66,024 $4,914,166 New position 2025-12-31
Clear Street Group Inc. 63,478 $4,724,668 New position 2025-12-31
Ardmore Road Asset Management LP 63,186 $4,702,934 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 62,069 $4,619,796 New position 2025-12-31
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 62,000 $4,614,660 New position 2025-12-31
SUMITOMO LIFE INSURANCE CO 61,100 $4,547,673 New position 2025-12-31
Carlson Capital, L.P. 60,000 $4,465,800 New position 2025-12-31
TRUIST FINANCIAL CORP 59,825 $4,452,783 New position 2025-12-31
Cetera Investment Advisers 59,486 $4,427,570 New position 2025-12-31
OSAIC HOLDINGS, INC. 59,293 $4,413,222 New position 2025-12-31
Osmosis Investment Management UK Ltd 56,803 $4,227,847 New position 2025-12-31
NLB Skladi, upravljanje premozenja, d.o.o. 55,974 $4,166,145 New position 2025-12-31
Centiva Capital, LP 54,900 $4,086,207 New position 2025-12-31
Liontrust Investment Partners LLP 54,743 $4,074,521 New position 2025-12-31
Skandinaviska Enskilda Banken AB (publ) 52,441 $3,903,184 New position 2025-12-31
Baird Financial Group, Inc. 51,794 $3,855,027 New position 2025-12-31
Militia Capital Partners, LP 599,543 $3,701,267 New position 2025-12-31
TORONTO DOMINION BANK 48,936 $3,642,307 New position 2025-12-31
Compound Planning, Inc. 47,992 $3,572,045 New position 2025-12-31
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 47,934 $3,567,728 New position 2025-12-31
XPONANCE LLC 47,223 $3,514,808 New position 2025-12-31
TD ASSET MANAGEMENT INC 47,016 $3,499,401 New position 2025-12-31
OSTERWEIS CAPITAL MANAGEMENT INC 46,209 $3,439,336 New position 2025-12-31
Panoramic Capital, LLC 45,377 $3,377,410 New position 2025-12-31
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 41,500 $3,088,845 New position 2025-12-31
Alphadyne Asset Management LP 40,800 $3,036,744 New position 2025-12-31
Mariner, LLC 40,365 $3,006,821 New position 2025-12-31
Polar Asset Management Partners Inc. 38,750 $2,884,163 New position 2025-12-31
Jasper Ridge Partners, L.P. 38,086 $2,834,741 New position 2025-12-31
GROUP ONE TRADING LLC 37,846 $2,816,878 New position 2025-12-31
SHELTON WEALTH MANAGEMENT, LLC 37,750 $2,809,732 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 35,887 $2,671,069 New position 2025-12-31
Silvant Capital Management LLC 35,570 $2,647,475 New position 2025-12-31
Capula Management Ltd 35,141 $2,615,545 New position 2025-12-31
Brevan Howard Capital Management LP 35,000 $2,605,050 New position 2025-12-31
READYSTATE ASSET MANAGEMENT LP 34,647 $2,578,776 New position 2025-12-31
NISSAY ASSET MANAGEMENT CORP /JAPAN 34,321 $2,554,512 New position 2025-12-31
Connor, Clark & Lunn Investment Management Ltd. 33,550 $2,497,127 New position 2025-12-31
Evolutionary Tree Capital Management, LLC 33,313 $2,479,487 New position 2025-12-31
POLEN CAPITAL MANAGEMENT LLC 32,969 $2,453,883 New position 2025-12-31
Creative Planning 32,645 $2,429,788 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 32,616 $2,393,371 New position 2025-12-31
Vontobel Holding Ltd. 32,130 $2,391,436 New position 2025-12-31
BOOTHBAY FUND MANAGEMENT, LLC 30,647 $2,281,056 New position 2025-12-31
Belpointe Asset Management LLC 29,693 $2,210,050 New position 2025-12-31
CSS LLC/IL 29,040 $2,161,447 New position 2025-12-31
Wakefield Asset Management LLLP 28,819 $2,144,999 New position 2025-12-31
Blueshift Asset Management, LLC 27,859 $2,073,545 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 27,680 $2,060,232 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 27,600 $2,054,268 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 27,530 $2,049,058 New position 2025-12-31
Fieldview Capital Management, LLC 27,466 $2,044,294 New position 2025-12-31
Laird Norton Wetherby Trust Company, LLC 26,714 $1,988,323 New position 2025-12-31
Empowered Funds, LLC 26,616 $1,981,029 New position 2025-12-31
Sumitomo Mitsui DS Asset Management Company, Ltd 26,603 $1,980,061 New position 2025-12-31
WOLVERINE ASSET MANAGEMENT LLC 26,500 $1,972,395 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 26,367 $1,962,472 New position 2025-12-31
HighTower Advisors, LLC 25,962 $1,932,352 New position 2025-12-31
XTX Topco Ltd 25,919 $1,929,151 New position 2025-12-31
Dockside LLC 25,067 $1,865,737 New position 2025-12-31
GF FUND MANAGEMENT CO. LTD. 24,491 $1,822,865 New position 2025-12-31
MML INVESTORS SERVICES, LLC 24,230 $1,803,431 New position 2025-12-31
Investment Management Corp of Ontario 23,883 $1,777,612 New position 2025-12-31
NewEdge Advisors, LLC 23,246 $1,730,150 New position 2025-12-31
Simplicity Wealth,LLC 22,930 $1,706,680 New position 2025-12-31
JANUS HENDERSON GROUP PLC 22,800 $1,697,347 New position 2025-12-31
CREDIT AGRICOLE S A 22,774 $1,695,069 New position 2025-12-31
Nicholas Hoffman & Company, LLC. 22,571 $1,679,960 New position 2025-12-31
Swiss Life Asset Management Ltd 22,296 $1,659,491 New position 2025-12-31
US BANCORP \DE\ 22,192 $1,651,750 New position 2025-12-31
Eurizon Capital SGR S.p.A. 21,656 $1,615,607 New position 2025-12-31
Pathstone Holdings, LLC 21,032 $1,565,425 New position 2025-12-31
ARDSLEY ADVISORY PARTNERS LP 21,000 $1,556,312 New position 2025-12-31
World Investment Advisors 20,588 $1,528,346 New position 2025-12-31
Financiere des Professionnels - Fonds d'investissement inc. 20,486 $1,524,773 New position 2025-12-31
Summit Trail Advisors, LLC 20,400 $1,518,372 New position 2025-12-31
MISSION WEALTH MANAGEMENT, LP 19,521 $1,452,949 New position 2025-12-31
Corient Private Wealth LLC 39,918 $1,418,935 New position 2025-12-31
AG2R LA MONDIALE GESTION D'ACTIFS 18,484 $1,375,764 New position 2025-12-31
PRELUDE CAPITAL MANAGEMENT, LLC 18,400 $1,369,512 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 18,373 $1,367,503 New position 2025-12-31
GATEWAY INVESTMENT ADVISERS LLC 18,000 $1,339,740 New position 2025-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 17,623 $1,330,100 New position 2025-12-31
Gladstone Institutional Advisory LLC 17,859 $1,329,245 New position 2025-12-31
Cerity Partners LLC 17,782 $1,323,555 New position 2025-12-31
CIM INVESTMENT MANAGEMENT INC 17,631 $1,312,275 New position 2025-12-31
Candriam S.C.A. 17,526 $1,304,516 New position 2025-12-31
MGO ONE SEVEN LLC 17,479 $1,300,962 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 17,435 $1,297,687 New position 2025-12-31
Northwest & Ethical Investments L.P. 16,850 $1,278,240 New position 2025-12-31
Dynamic Technology Lab Private Ltd 16,640 $1,239,000 New position 2025-12-31
Rakuten Securities, Inc. 16,622 $1,237,175 New position 2025-12-31
Savant Capital, LLC 16,481 $1,226,704 New position 2025-12-31
Vident Advisory, LLC 15,874 $1,181,501 New position 2025-12-31
RFG Advisory, LLC 15,815 $1,177,122 New position 2025-12-31
Rockefeller Capital Management L.P. 15,503 $1,153,951 New position 2025-12-31
BANK OF NOVA SCOTIA 15,443 $1,149,422 New position 2025-12-31
BloombergSen Inc. 15,292 $1,138,184 New position 2025-12-31
Utah Retirement Systems 14,580 $1,085,189 New position 2025-12-31
BIT Capital GmbH 14,482 $1,077,895 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14,121 $1,051,026 New position 2025-12-31
&PARTNERS 14,023 $1,043,765 New position 2025-12-31
Swedbank AB 13,856 $1,031,302 New position 2025-12-31
Alta Wealth Advisors LLC 13,763 $1,024,382 New position 2025-12-31
Baker Avenue Asset Management, LP 13,656 $1,016,438 New position 2025-12-31
Maryland State Retirement & Pension System 13,650 $1,015,970 New position 2025-12-31
Sequoia Financial Advisors, LLC 13,507 $1,005,327 New position 2025-12-31
Capstone Capital Management Ltd 13,241 $985,528 New position 2025-12-31
CAPSTONE INVESTMENT ADVISORS, LLC 13,200 $982,476 New position 2025-12-31
HighVista Strategies LLC 13,086 $973,991 New position 2025-12-31
Caprock Group, LLC 12,746 $948,685 New position 2025-12-31
Cresset Asset Management, LLC 12,619 $939,232 New position 2025-12-31
HB Wealth Management, LLC 12,367 $920,476 New position 2025-12-31
LAZARD ASSET MANAGEMENT LLC 12,353 $919,434 New position 2025-12-31
CIBC Asset Management Inc 12,257 $912,289 New position 2025-12-31
Fortis Capital Advisors, LLC 12,210 $908,790 New position 2025-12-31
Mason & Associates Inc 12,117 $901,868 New position 2025-12-31
STIFEL FINANCIAL CORP 11,870 $883,486 New position 2025-12-31
Bluebird Wealth Management LLC 11,681 $869,417 New position 2025-12-31
Rakuten Investment Management, Inc. 11,466 $865,797 New position 2025-12-31
ROYAL LONDON ASSET MANAGEMENT LTD 11,029 $820,889 New position 2025-12-31
PCM Encore, LLC 11,025 $820,587 New position 2025-12-31
MACQUARIE GROUP LTD 10,841 $806,896 New position 2025-12-31
Orion Porfolio Solutions, LLC 10,661 $793,486 New position 2025-12-31
ABN AMRO INVESTMENT SOLUTIONS 10,553 $785,460 New position 2025-12-31
Federation des caisses Desjardins du Quebec 10,256 $763,349 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 10,035 $761,155 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 10,076 $749,958 New position 2025-12-31
Odyssean, LLC 10,026 $746,235 New position 2025-12-31
Mirae Asset Global Investments Co., Ltd. 10,016 $745,490 New position 2025-12-31
North Dakota State Investment Board 9,447 $703,140 New position 2025-12-31
CIBC WORLD MARKETS CORP 9,392 $699,047 New position 2025-12-31
QRG CAPITAL MANAGEMENT, INC. 9,344 $695,486 New position 2025-12-31
TEACHER RETIREMENT SYSTEM OF TEXAS 8,936 $665,107 New position 2025-12-31
Man Group plc 8,924 $664,213 New position 2025-12-31
TD Waterhouse Canada Inc. 8,902 $662,487 New position 2025-12-31
Cravens & Co Advisors, LLC 8,695 $660,559 New position 2025-12-31
B. Metzler seel. Sohn & Co. AG 8,863 $659,673 New position 2025-12-31
Garden State Investment Advisory Services LLC 8,854 $659,003 New position 2025-12-31
Lighthouse Investment Partners, LLC 8,820 $656,473 New position 2025-12-31
Nicholas Investment Partners, LP 8,495 $632,283 New position 2025-12-31
UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,320 $619,258 New position 2025-12-31
Geneos Wealth Management Inc. 8,256 $614,494 New position 2025-12-31
JENNISON ASSOCIATES LLC 8,151 $606,679 New position 2025-12-31
Ellevest, Inc. 8,053 $599,385 New position 2025-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 8,028 $597,524 New position 2025-12-31
Cannon Global Investment Management, LLC 8,000 $595,440 New position 2025-12-31
Institute for Wealth Management, LLC. 7,810 $581,299 New position 2025-12-31
Engineers Gate Manager LP 7,626 $567,603 New position 2025-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 7,549 $561,847 New position 2025-12-31
Vestmark Advisory Solutions, Inc. 7,412 $551,675 New position 2025-12-31
White Lighthouse Investment Management Inc. 7,111 $529,272 New position 2025-12-31
Atria Investments, Inc 7,088 $527,560 New position 2025-12-31
Leonteq Securities AG 6,947 $517,065 ▲ +881 2025-12-31
Quadcap Wealth Management, LLC 6,853 $510,067 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 6,782 $504,784 New position 2025-12-31
ASHFORD CAPITAL MANAGEMENT INC 6,775 $504,263 New position 2025-12-31
Chicago Partners Investment Group LLC 6,966 $497,581 New position 2025-12-31
Oder Investment Management, LLC 6,665 $496,076 New position 2025-12-31
LECAP ASSET MANAGEMENT LTD 6,657 $495,481 New position 2025-12-31
PFG Investments, LLC 6,570 $489,006 New position 2025-12-31
PMC FIG Opportunities LLC 6,548 $487,368 New position 2025-12-31
Focus Partners Wealth 6,466 $481,322 New position 2025-12-31
TWO SIGMA SECURITIES, LLC 6,458 $480,669 New position 2025-12-31
Meeder Advisory Services, Inc. 6,448 $479,925 New position 2025-12-31
IEQ CAPITAL, LLC 6,410 $477,081 New position 2025-12-31
Biltmore Family Office, LLC 6,380 $474,863 New position 2025-12-31
Huntleigh Advisors, Inc. 6,183 $460,199 New position 2025-12-31
Tower Research Capital LLC (TRC) 6,073 $452,014 New position 2025-12-31
Steward Partners Investment Advisory, LLC 6,039 $449,483 New position 2025-12-31
Wealthfront Advisers LLC 5,976 $444,794 New position 2025-12-31
Private Advisor Group, LLC 5,932 $441,520 New position 2025-12-31
COMERICA BANK 5,819 $433,174 New position 2025-12-31
NATIONAL BANK OF CANADA /FI/ 5,728 $425,855 New position 2025-12-31
Choate Investment Advisors 5,552 $413,235 New position 2025-12-31
CHILDRESS CAPITAL ADVISORS, LLC 5,442 $405,048 New position 2025-12-31
Forum Financial Management, LP 5,438 $404,750 New position 2025-12-31
GC Wealth Management RIA, LLC 5,416 $403,113 New position 2025-12-31
Vinva Investment Management Ltd 5,247 $397,985 New position 2025-12-31
Dai-ichi Life Insurance Company, Ltd 5,190 $386,292 New position 2025-12-31
AlphaQuest LLC 4,996 $371,852 New position 2025-12-31
Woodline Partners LP 4,988 $371,257 New position 2025-12-31
Andina Capital Management, LLC 4,926 $366,643 New position 2025-12-31
Tidal Investments LLC 4,861 $361,804 New position 2025-12-31
PRUDENTIAL PLC 4,858 $361,581 New position 2025-12-31
Callan Family Office, LLC 4,637 $345,132 New position 2025-12-31
UniSuper Management Pty Ltd 4,600 $342,378 New position 2025-12-31
Vise Technologies, Inc. 4,596 $342,073 New position 2025-12-31
COMMERCE BANK 4,298 $319,900 New position 2025-12-31
Lido Advisors, LLC 4,295 $315,031 New position 2025-12-31
FOUNDATIONS INVESTMENT ADVISORS, LLC 4,222 $314,230 New position 2025-12-31
TCW GROUP INC 4,207 $313,127 New position 2025-12-31
SLT Holdings LLC 4,205 $312,978 New position 2025-12-31
Arista Wealth Management, LLC 4,018 $299,060 New position 2025-12-31
Parallel Advisors, LLC 4,017 $299,032 New position 2025-12-31
IFP Advisors, Inc 3,961 $294,817 ▼ -890 2025-12-31
Siemens Fonds Invest GmbH 3,734 $283,224 New position 2025-12-31
Western Wealth Management, LLC 3,805 $283,206 New position 2025-12-31
CreativeOne Wealth, LLC 3,768 $280,452 New position 2025-12-31
Sanctuary Advisors, LLC 3,710 $276,111 New position 2025-12-31
Bayforest Capital Ltd 3,662 $272,563 New position 2025-12-31
Brooklyn Investment Group 3,591 $271,151 New position 2025-12-31
Vantage Financial Partners, LLC 3,527 $262,515 New position 2025-12-31
Kestra Advisory Services, LLC 3,441 $256,114 New position 2025-12-31
Arax Advisory Partners 3,379 $251,499 New position 2025-12-31
MAI Capital Management 3,362 $250,251 New position 2025-12-31
Rareview Capital LLC 3,541 $244,825 New position 2025-12-31
Advisors Asset Management, Inc. 3,181 $236,762 New position 2025-12-31
Advisory Services Network, LLC 3,116 $231,953 New position 2025-12-31
HighPoint Advisor Group LLC 3,080 $229,244 New position 2025-12-31
OpenArc Corporate Advisory, LLC 3,072 $228,649 New position 2025-12-31
OSSIAM 3,031 $225,597 New position 2025-12-31
Intellectus Partners, LLC 2,986 $222,248 New position 2025-12-31
LEIGH BALDWIN & CO., LLC 2,903 $216,000 New position 2025-12-31
Envestnet Portfolio Solutions, Inc. 2,883 $214,582 New position 2025-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 2,831 $210,712 New position 2025-12-31
PFG Advisors 2,818 $209,744 New position 2025-12-31
EverSource Wealth Advisors, LLC 2,796 $208,106 New position 2025-12-31
DRW Securities, LLC 2,782 $207,064 New position 2025-12-31
Metis Global Partners, LLC 2,774 $206,469 New position 2025-12-31
PDT Partners, LLC 2,709 $201,631 New position 2025-12-31
Global Retirement Partners, LLC 2,618 $194,858 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 2,605 $193,890 New position 2025-12-31
Smartleaf Asset Management LLC 2,416 $183,254 New position 2025-12-31
Persistent Asset Partners Ltd 2,339 $174,092 New position 2025-12-31
ASR Vermogensbeheer N.V. 2,315 $172,302 New position 2025-12-31
LORD, ABBETT & CO. LLC 2,159,982 $160,767 New position 2025-12-31
SageView Advisory Group, LLC 1,933 $143,874 New position 2025-12-31
Twin Lakes Capital Management, LLC 1,811 $134,793 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 1,697,500 $126,346 New position 2025-12-31
Torren Management, LLC 1,671 $124,373 New position 2025-12-31
Transamerica Financial Advisors, LLC 1,606 $119,564 New position 2025-12-31
OSTRUM ASSET MANAGEMENT 1,182 $87,976 New position 2025-12-31
CULLEN/FROST BANKERS, INC. 1,004 $74,728 New position 2025-12-31
Allworth Financial LP 898 $66,871 New position 2025-12-31
UMB Bank, n.a. 783 $58,279 New position 2025-12-31
CIBC Private Wealth Group LLC 775 $57,683 New position 2025-12-31
HOLLENCREST CAPITAL MANAGEMENT 700 $52,101 New position 2025-12-31
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $44,658 New position 2025-12-31
Blume Capital Management, Inc. 530 $39,448 New position 2025-12-31
Quent Capital, LLC 529 $39,373 New position 2025-12-31
FIFTH THIRD BANCORP 522 $38,852 New position 2025-12-31
Bogart Wealth, LLC 521 $38,778 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 520 $38,704 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 502 $37,364 New position 2025-12-31
Strive Financial Group ,LLC 450 $33,494 New position 2025-12-31
Root Financial Partners, LLC 434 $32,303 New position 2025-12-31
Triumph Capital Management 428 $31,856 New position 2025-12-31
Copia Wealth Management 415 $30,888 New position 2025-12-31
SWAN Capital LLC 400 $29,772 New position 2025-12-31
KBC Group NV 388,812 $28,940 New position 2025-12-31
Greenline Wealth Management LLC 347 $25,831 New position 2025-12-31
Larson Financial Group LLC 274 $20,394 New position 2025-12-31
MCGUIRE CAPITAL ADVISORS INC 269 $20,022 New position 2025-12-31
Gillson Capital LP 265,072 $19,729 New position 2025-12-31
FIL Ltd 254 $18,905 New position 2025-12-31
HM PAYSON & CO 253 $18,831 New position 2025-12-31
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 202 $15,035 New position 2025-12-31
Tacita Capital Inc 200 $14,886 New position 2025-12-31
Penserra Capital Management LLC 195,031 $14,515 New position 2025-12-31
Manchester Capital Management LLC 171 $12,728 New position 2025-12-31
Sachetta, LLC 169 $12,579 New position 2025-12-31
JDM Financial Group LLC 167 $12,430 New position 2025-12-31
Salomon & Ludwin, LLC 153 $12,362 New position 2025-12-31
Elequin Capital, LP 158 $11,760 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 135,852 $10,111 New position 2025-12-31
Keating Financial Advisory Services, Inc. 123 $9,155 New position 2025-12-31
Bruce G. Allen Investments, LLC 123 $9,155 New position 2025-12-31
Treasurer of the State of North Carolina 115,160 $8,571 New position 2025-12-31
Clearstead Advisors, LLC 109 $8,113 New position 2025-12-31
TD PRIVATE CLIENT WEALTH LLC 105 $7,815 New position 2025-12-31
BI Asset Management Fondsmaeglerselskab A/S 74,614 $5,554 New position 2025-12-31
Rachor Investment Advisory Services, LLC 74 $5,508 New position 2025-12-31
Handelsbanken Fonder AB 72,200 $5,374 New position 2025-12-31
MEEDER ASSET MANAGEMENT INC 68 $5,061 New position 2025-12-31
Truvestments Capital LLC 64 $4,764 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 61,236 $4,564 New position 2025-12-31
Parkside Financial Bank & Trust 58 $4,318 New position 2025-12-31
Quarry LP 58 $4,317 New position 2025-12-31
City State Bank 55 $4,094 New position 2025-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 55 $4,094 New position 2025-12-31
Atlantic Union Bankshares Corp 52 $3,871 New position 2025-12-31
IFM Investors Pty Ltd 50,811 $3,782 New position 2025-12-31
Signature Equity Partners, LLC 44 $3,284 New position 2025-12-31
Asset Dedication, LLC 44 $3,276 New position 2025-12-31
Wealth Watch Advisors, INC 41 $3,052 New position 2025-12-31
NBC SECURITIES, INC. 40 $2,977 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 36 $2,679 New position 2025-12-31
Employees Retirement System of Texas 35,771 $2,662 New position 2025-12-31
PayPay Securities Corp 34 $2,530 New position 2025-12-31
Rossby Financial, LCC 33 $2,456 New position 2025-12-31
Physician Wealth Advisors, Inc. 31 $2,308 New position 2025-12-31
POM Investment Strategies, LLC 31 $2,307 New position 2025-12-31
Daiwa Securities Group Inc. 27,675 $2,060 New position 2025-12-31
Cornerstone Planning Group LLC 29 $1,895 New position 2025-12-31
WPG Advisers, LLC 25 $1,861 New position 2025-12-31
Ankerstar Wealth, LLC 25 $1,861 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 24,701 $1,857 New position 2025-12-31
Dogwood Wealth Management LLC 24 $1,786 New position 2025-12-31
Hilton Head Capital Partners, LLC 23 $1,712 New position 2025-12-31
Hughes Financial Services, LLC 23 $1,712 New position 2025-12-31
Clearstead Trust, LLC 21 $1,564 New position 2025-12-31
AMALGAMATED BANK 20,794 $1,548 New position 2025-12-31
Bay Harbor Wealth Management, LLC 17 $1,265 New position 2025-12-31
Vermillion & White Wealth Management Group, LLC 15 $1,116 New position 2025-12-31