← All institutions

Institutional Holdings

AMX

Ownership Summary

Institutions Holding
306
Total Shares Held
172,232,258
Total Value Held
$4,461,283,781
Quarter
2026-06-30

Active Positions

Increased Positions
93
80,513,423 shares
Decreased Positions
81
82,223,578 shares
Held Positions
64
1,721,993 shares
New Positions
47
7,773,264 shares
Sold Out Positions
21
3,809,150 shares
Institution Shares Value Change % of Portfolio Reported
FMR LLC 24,474,821 $636,100,610 ▼ -452,209 0.03% 2026-06-30
LAZARD ASSET MANAGEMENT LLC 20,859,778 $542,145,617 ▲ +51,863 0.82% 2026-06-30
Capital World Investors 13,893,568 $361,322,766 ▲ +21,055 0.04% 2026-06-30
Westwood Global Investments, LLC 13,194,202 $342,917,310 ▲ +850,272 12.04% 2026-06-30
Northcape Capital Pty Ltd 9,631,955 $250,334,510 ▼ -2,324,864 33.75% 2026-06-30
Robeco Institutional Asset Management B.V. 7,223,875 $187,748,510 ▼ -713,390 0.23% 2026-06-30
Boston Partners 6,636,318 $172,477,900 ▼ -552,016 0.15% 2026-06-30
BANK OF AMERICA CORP /DE/ 6,312,425 $164,059,923 ▲ +4,040,019 0.01% 2026-06-30
Capital International Investors 5,824,597 $151,387,632 ▼ -4,394,190 0.03% 2026-06-30
MORGAN STANLEY 5,169,238 $134,348,518 ▲ +796,250 0.01% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 4,190,435 $108,914,615 ▼ -114,944 0.02% 2026-06-30
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3,988,067 $103,649,861 ▼ -456,116 4.30% 2026-06-30
AMERICAN CENTURY COMPANIES INC 3,382,229 $87,904,132 ▼ -62,400 0.04% 2026-06-30
BRANDES INVESTMENT PARTNERS, LP 3,093,426 $80,398,654 ▲ +77,538 0.56% 2026-06-30
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 2,704,122 $70,280,000 ▲ +493,870 0.11% 2026-06-30
Allspring Global Investments Holdings, LLC 2,240,903 $57,389,526 ▼ -228,025 0.09% 2026-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 2,200,300 $57,185,797 ▼ -470,000 0.15% 2026-06-30
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2,010,385 $52,246,855 New position 0.16% 2026-06-30
FIRST TRUST ADVISORS LP 2,006,212 $52,141,426 ▼ -93,048 0.03% 2026-06-30
Itau Unibanco Holding S.A. 1,990,963 $52,026,312 ▼ -1,345,073 0.99% 2026-06-30
Capital Wealth Planning, LLC 1,493,364 $38,812,530 ▲ +449,183 0.19% 2026-06-30
AXIOM INVESTORS LLC /DE 1,408,480 $36,606,395 New position 0.32% 2026-06-30
GLENMEDE TRUST CO NA 1,314,391 $34,161,022 New position 0.15% 2026-06-30
WELLINGTON MANAGEMENT GROUP LLP 1,256,073 $32,645,338 ▲ +6,521 0.01% 2026-06-30
Rockefeller Capital Management L.P. 1,233,279 $32,052,957 ▲ +6,527 0.05% 2026-06-30
INCA Investments LLC 1,232,789 $32,040,186 New position 9.07% 2026-06-30
GOLDMAN SACHS GROUP INC 1,115,185 $28,983,665 ▼ -158,735 0.00% 2026-06-30
NAN FUNG TRINITY (HK) LTD 1,055,500 $27,432,445 ▼ -267,300 2.71% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 1,049,867 $27,286,030 ▲ +32,994 0.01% 2026-06-30
NORTHERN TRUST CORP 947,318 $24,620,795 ▼ -13,496 0.00% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 934,758 $24,294,360 ▲ +375,640 0.05% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 820,228 $21,317,726 ▼ -371,400 0.03% 2026-06-30
UBS Group AG 799,181 $20,770,713 ▲ +64,817 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 684,787 $17,797,621 ▼ -25,006 0.00% 2026-06-30
Capital International, Inc./CA/ 656,615 $17,065,424 ▼ -353,531 0.12% 2026-06-30
CAPITAL INTERNATIONAL SARL 648,782 $16,861,844 ▼ -29,142 0.24% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 646,054 $16,790,943 ▼ -372,723 0.01% 2026-06-30
BlackRock, Inc. 601,929 $15,644,130 ▲ +93,880 0.00% 2026-06-30
SEI INVESTMENTS CO 578,707 $15,040,596 ▲ +351,898 0.01% 2026-06-30
JPMORGAN CHASE & CO 539,088 $14,420,605 ▲ +238,444 0.00% 2026-06-30
Invesco Ltd. 542,487 $14,099,238 New position 0.00% 2026-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 534,464 $13,890,719 ▲ +199,293 0.01% 2026-06-30
ABC ARBITRAGE SA 512,433 $13,318,134 ▲ +95,519 1.44% 2026-06-30
Qube Research & Technologies Ltd 474,925 $12,343,301 ▲ +271,720 0.01% 2026-06-30
Tidal Investments LLC 436,962 $11,356,642 ▲ +20,371 0.02% 2026-06-30
CITIGROUP INC 423,442 $11,005,258 ▲ +49,750 0.00% 2026-06-30
ROYAL BANK OF CANADA 397,912 $10,342,000 ▲ +10,245 0.00% 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 364,262 $9,467,169 New position 0.00% 2026-06-30
State of New Jersey Common Pension Fund D 329,100 $8,553,309 Unchanged 0.03% 2026-06-30
CAPITAL INTERNATIONAL LTD /CA/ 308,635 $8,021,424 ▲ +1,154 0.26% 2026-06-30
GABELLI FUNDS LLC 294,500 $7,654,055 Unchanged 0.05% 2026-06-30
LPL Financial LLC 221,569 $5,758,579 ▼ -19,458 0.00% 2026-06-30
ASSETMARK, INC 204,067 $5,303,708 ▲ +8,374 0.01% 2026-06-30
RAYMOND JAMES FINANCIAL INC 193,004 $5,016,169 ▲ +66,195 0.00% 2026-06-30
TSP Capital Management Group, LLC 189,121 $4,915,270 Unchanged 1.18% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 188,392 $4,896,308 New position 0.01% 2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 179,050 $4,653,499 ▲ +45,145 0.02% 2026-06-30
Creative Planning 173,099 $4,498,832 ▲ +14,944 0.00% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 171,455 $4,456,115 New position 0.00% 2026-06-30
TrueMark Investments, LLC 167,984 $4,365,904 ▲ +21,320 0.55% 2026-06-30
OPAL CAPITAL LLC 167,984 $4,365,904 ▲ +21,320 0.78% 2026-06-30
CITADEL ADVISORS LLC 164,726 $4,281,229 ▲ +137,826 0.00% 2026-06-30
M&T Bank Corp 164,510 $4,275,615 ▼ -1,000 0.01% 2026-06-30
Raiffeisen Bank International AG 155,320 $4,154,810 ▲ +37,700 0.05% 2026-06-30
AMERIPRISE FINANCIAL INC 149,580 $3,887,584 New position 0.00% 2026-06-30
Cetera Investment Advisers 143,906 $3,740,130 ▲ +3,332 0.00% 2026-06-30
GAM Holding AG 128,322 $3,335,089 Unchanged 0.26% 2026-06-30
AIA Group Ltd 121,772 $3,164,854 Unchanged 0.04% 2026-06-30
Crossmark Global Holdings, Inc. 114,407 $2,973,438 ▲ +3,371 0.04% 2026-06-30
US BANCORP DE U.S. BANCORP 113,860 $2,959,221 ▼ -102,300 0.00% 2026-06-30
STIFEL FINANCIAL CORP 109,577 $2,847,880 ▲ +2,562 0.00% 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 101,796 $2,645,680 ▼ -3,106 0.00% 2026-06-30
American Trust Investment Advisors, LLC 98,183 $2,551,776 ▼ -6,357 1.26% 2026-06-30
Quantinno Capital Management LP 95,507 $2,482,228 ▲ +21,534 0.00% 2026-06-30
Advisors Asset Management, Inc. 95,383 $2,479,004 ▲ +9,202 0.04% 2026-06-30
Asset Management One Co., Ltd. 87,252 $2,267,679 Unchanged 0.01% 2026-06-30
XTX Topco Ltd 85,635 $2,225,654 ▼ -15,630 0.03% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 78,684 $2,044,992 ▲ +1,604 0.00% 2026-06-30
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 77,927 $2,025,323 Unchanged 0.31% 2026-06-30
Northwest & Ethical Investments L.P. 75,638 $1,965,832 ▲ +41,199 0.05% 2026-06-30
BANK OF MONTREAL /CAN/ 73,867 $1,919,803 ▼ -1,189,059 0.00% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 73,398 $1,907,614 ▲ +26,923 0.00% 2026-06-30
Vest Financial, LLC 71,588 $1,860,572 ▲ +28,401 0.02% 2026-06-30
Corient Private Wealth LP 68,071 $1,769,173 ▼ -4,312 0.00% 2026-06-30
Faithward Advisors, LLC 68,043 $1,768,438 ▼ -6,437 0.22% 2026-06-30
OSAIC HOLDINGS, INC. 60,305 $1,567,451 ▲ +5,510 0.00% 2026-06-30
STATE STREET CORP 59,194 $1,538,452 ▲ +24,301 0.00% 2026-06-30
Mariner, LLC 58,344 $1,516,363 ▲ +17,913 0.00% 2026-06-30
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 57,155 $1,485,458 ▼ -2,463 0.77% 2026-06-30
Essex Financial Services, Inc. 53,340 $1,386,301 Unchanged 0.07% 2026-06-30
MML INVESTORS SERVICES, LLC 50,193 $1,304,523 ▲ +11,782 0.00% 2026-06-30
NewEdge Advisors, LLC 48,150 $1,251,411 ▲ +23,025 0.00% 2026-06-30
PROFUND ADVISORS LLC 48,042 $1,248,612 ▼ -11,432 0.03% 2026-06-30
Callan Family Office, LLC 47,153 $1,225,503 ▼ -7,798 0.02% 2026-06-30
Banque Cantonale Vaudoise 45,300 $1,177,000 Unchanged 0.16% 2026-06-30
Y-Intercept (Hong Kong) Ltd 42,801 $1,112,398 New position 0.02% 2026-06-30
MAI Capital Management 42,702 $1,109,831 ▲ +2,329 0.00% 2026-06-30
Sanctuary Advisors, LLC 42,619 $1,107,670 ▼ -12,245 0.01% 2026-06-30
TD Asset Management Inc 40,614 $1,055,558 ▲ +13,596 0.00% 2026-06-30
BAILARD, INC. 40,285 $1,047,007 ▼ -10,000 0.02% 2026-06-30
JANE STREET GROUP, LLC 39,500 $1,026,605 ▼ -284,316 0.00% 2026-06-30
CHESAPEAKE CAPITAL CORP /IL/ 38,276 $994,793 ▲ +1,233 0.52% 2026-06-30
Cerity Partners LLC 37,267 $968,585 ▲ +372 0.00% 2026-06-30
AXXCESS WEALTH MANAGEMENT, LLC 36,476 $948,014 New position 0.02% 2026-06-30
RITHOLTZ WEALTH MANAGEMENT 35,153 $913,618 ▲ +15,446 0.01% 2026-06-30
Eurizon Capital SGR S.p.A. 34,330 $892,237 ▲ +3,360 0.00% 2026-06-30
Sequoia Financial Advisors, LLC 33,945 $882,241 ▼ -239 0.00% 2026-06-30
Allworth Financial LP 32,967 $856,813 ▼ -1,295 0.00% 2026-06-30
Bank of New York Mellon Corp 32,677 $849,262 ▼ -1,372 0.00% 2026-06-30
Capital Group Private Client Services, Inc. 29,911 $777,387 ▼ -180,293 0.01% 2026-06-30
TRUIST FINANCIAL CORP 29,407 $764,288 ▼ -1,127 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,300 $761,507 ▼ -36,804 0.00% 2026-06-30
Compound Planning, Inc. 29,276 $760,881 ▲ +2,908 0.02% 2026-06-30
PNC Financial Services Group, Inc. 27,991 $727,486 ▲ +5,534 0.00% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 27,211 $707,214 ▲ +1,904 0.00% 2026-06-30
Generali Investments CEE, investicni spolecnost, a.s. 26,791 $696,298 ▼ -3,521 0.03% 2026-06-30
Global Retirement Partners, LLC 25,445 $661,317 ▲ +14,998 0.01% 2026-06-30
OPPENHEIMER ASSET MANAGEMENT INC. 25,014 $650,114 ▼ -115 0.01% 2026-06-30
NLB Skladi, upravljanje premozenja, d.o.o. 25,000 $649,750 Unchanged 0.02% 2026-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 24,352 $632,910 Unchanged 0.01% 2026-06-30
&PARTNERS 24,298 $630,947 ▼ -661 0.00% 2026-06-30
QRG CAPITAL MANAGEMENT, INC. 24,007 $623,944 ▲ +6,493 0.01% 2026-06-30
UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,249 $604,242 ▲ +457 0.00% 2026-06-30
NATIXIS 22,449 $583,450 ▼ -1,424 0.00% 2026-06-30
Quadrature Capital Ltd 22,371 $581,422 New position 0.00% 2026-06-30
Limestone Investment Advisors LP 21,248 $552,236 Unchanged 0.04% 2026-06-30
Diversify Advisory Services, LLC 20,948 $538,373 New position 0.01% 2026-06-30
DIVERSIFY WEALTH MANAGEMENT, LLC 20,948 $538,373 ▼ -761 0.01% 2026-06-30
Kestra Advisory Services, LLC 20,155 $523,834 ▲ +11,102 0.00% 2026-06-30
Bluespring Wealth Management, LLC 20,114 $522,763 New position 0.01% 2026-06-30
Sava Infond d.o.o. 20,000 $519,800 Unchanged 0.04% 2026-06-30
LANARK FINANCIAL, INC. 19,946 $518,396 New position 0.04% 2026-06-30
IEQ CAPITAL, LLC 19,705 $512,143 ▲ +161 0.00% 2026-06-30
Mirae Asset Global Investments Co., Ltd. 19,411 $504,492 New position 0.00% 2026-06-30
Laird Norton Wetherby Trust Company, LLC 19,282 $501,139 ▲ +4,772 0.01% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,655 $485,228 ▲ +4,092 0.00% 2026-06-30
Squarepoint Ops LLC 18,620 $483,934 New position 0.00% 2026-06-30
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 18,206 $473,184 Unchanged 0.37% 2026-06-30
Vident Advisory, LLC 17,602 $457,476 ▼ -292 0.00% 2026-06-30
Bleakley Financial Group, LLC 17,519 $455,313 ▲ +1,278 0.01% 2026-06-30
Sigma Planning Corp 17,458 $453,733 New position 0.01% 2026-06-30
BARCLAYS PLC 17,441 $453,292 ▲ +16,476 0.00% 2026-06-30
Vanguard Personalized Indexing Management, LLC 17,402 $452,278 ▲ +1,252 0.00% 2026-06-30
Qtron Investments LLC 15,529 $403,599 ▼ -1,962 0.05% 2026-06-30
Silverberg Bernstein Capital Management LLC 15,492 $402,637 Unchanged 0.15% 2026-06-30
Focus Partners Wealth 15,374 $399,574 ▲ +6,363 0.00% 2026-06-30
FRANKLIN RESOURCES INC 14,838 $385,645 ▼ -250 0.00% 2026-06-30
PDS Planning, Inc 14,478 $376,283 Unchanged 0.02% 2026-06-30
Ashton Thomas Private Wealth, LLC 14,336 $372,593 ▲ +90 0.01% 2026-06-30
NewEdge Wealth, LLC 14,195 $368,928 ▼ -171 0.00% 2026-06-30
KEYBANK NATIONAL ASSOCIATION/OH 14,066 $365,576 ▲ +2,414 0.00% 2026-06-30
Genus Capital Management Inc. 13,279 $345,121 ▼ -800 0.03% 2026-06-30
TWO SIGMA SECURITIES, LLC 13,253 $344,445 New position 0.03% 2026-06-30
Savant Capital, LLC 13,152 $341,802 ▼ -104 0.00% 2026-06-30
FIRST FOUNDATION ADVISORS 13,095 $340,339 Unchanged 0.01% 2026-06-30
Wealthspire Advisors, LLC 13,064 $339,529 Unchanged 0.00% 2026-06-30
BROWN ADVISORY INC 13,042 $338,962 ▲ +9 0.00% 2026-06-30
IMC-Chicago, LLC 13,000 $337,870 New position 0.00% 2026-06-30
ABS Investment Management LLC 13,000 $337,870 New position 0.21% 2026-06-30
ABS Direct Equity Fund LLC 13,000 $337,870 ▼ -24,800 0.21% 2026-06-30
GUGGENHEIM CAPITAL LLC 12,975 $337,220 ▲ +3,760 0.00% 2026-06-30
Pathstone Holdings, LLC 12,947 $336,492 ▼ -342 0.00% 2026-06-30
Valmark Advisers, Inc. 12,840 $333,712 Unchanged 0.00% 2026-06-30
Vise Technologies, Inc. 12,584 $327,061 New position 0.00% 2026-06-30
GATEWAY INVESTMENT ADVISERS LLC 12,494 $324,719 ▲ +234 0.00% 2026-06-30
Investment Partners Asset Management, Inc. 12,247 $318,300 Unchanged 0.18% 2026-06-30
May Hill Capital, LLC 12,095 $314,349 ▲ +337 0.07% 2026-06-30
Orion Porfolio Solutions, LLC 12,092 $314,265 ▼ -514 0.00% 2026-06-30
Larry Mathis Financial Planning, LLC 11,989 $311,594 ▼ -1,206 0.24% 2026-06-30
Performance Wealth Partners, LLC 11,800 $306,682 Unchanged 0.01% 2026-06-30
Atria Investments, Inc 11,799 $306,658 ▲ +1,266 0.00% 2026-06-30
Harbour Capital Advisors, LLC 11,640 $302,756 New position 0.06% 2026-06-30
J.W. COLE ADVISORS, INC. 11,594 $301,336 Unchanged 0.01% 2026-06-30
MONETA GROUP INVESTMENT ADVISORS LLC 11,182 $290,620 ▲ +68 0.00% 2026-06-30
Walleye Capital LLC 10,855 $282,121 ▲ +915 0.00% 2026-06-30
MGO ONE SEVEN LLC 10,662 $277,105 ▲ +130 0.00% 2026-06-30
Ballentine Partners, LLC 10,612 $275,806 ▼ -1,718 0.00% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 10,487 $272,549 ▲ +2,240 0.00% 2026-06-30
TOCQUEVILLE ASSET MANAGEMENT L.P. 10,272 $266,969 ▲ +88 0.00% 2026-06-30
Modera Wealth Management, LLC 10,118 $262,967 ▲ +198 0.00% 2026-06-30
Blueshift Asset Management, LLC 10,012 $260,212 New position 0.06% 2026-06-30
FCA CORP /TX 10,000 $259,900 Unchanged 0.06% 2026-06-30
Checchi Capital Advisers, LLC 9,917 $257,743 ▼ -373 0.01% 2026-06-30
Calamos Wealth Management LLC 9,600 $249,504 New position 0.01% 2026-06-30
3Chopt Investment Partners, LLC 9,600 $249,504 Unchanged 0.05% 2026-06-30
Waverly Advisors, LLC 9,510 $247,165 ▼ -1,036 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 9,473 $246,203 ▲ +9,434 0.03% 2026-06-30
Carrera Capital Advisors 9,445 $245,465 ▼ -300 0.04% 2026-06-30
Merit Financial Group, LLC 9,403 $244,391 ▼ -1,144 0.00% 2026-06-30
SIGNATUREFD, LLC 9,289 $241,421 ▼ -613 0.00% 2026-06-30
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 9,232 $239,940 ▼ -14 0.00% 2026-06-30
Caprock Group, LLC 9,195 $238,978 ▼ -445 0.00% 2026-06-30
Sowell Financial Services LLC 9,018 $234,390 ▲ +211 0.01% 2026-06-30
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 8,850 $230,012 Unchanged 0.00% 2026-06-30
First Interstate Bank 8,783 $228,270 Unchanged 0.01% 2026-06-30
PFG Investments, LLC 8,741 $227,173 Unchanged 0.01% 2026-06-30
WEALTH ALLIANCE, LLC 8,723 $226,703 ▼ -392 0.02% 2026-06-30
BSW Wealth Partners 8,633 $224,372 ▼ -1,151 0.02% 2026-06-30
JOHNSON INVESTMENT COUNSEL INC 8,349 $216,991 Unchanged 0.00% 2026-06-30
CHOREO, LLC 8,349 $216,991 ▼ -9,065 0.00% 2026-06-30
VestGen Advisors, LLC 8,264 $214,781 ▼ -461 0.01% 2026-06-30
COMMERCE BANK 8,237 $214,080 ▲ +48 0.00% 2026-06-30
MJP ASSOCIATES INC /ADV 7,981 $207,426 New position 0.02% 2026-06-30
Advisor OS, LLC 7,981 $207,426 ▼ -30 0.01% 2026-06-30
B. Metzler seel. Sohn & Co. AG 7,761 $201,708 New position 0.00% 2026-06-30
EP Wealth Advisors, LLC 7,758 $201,621 New position 0.00% 2026-06-30
UMB Bank, n.a. 6,485 $168,545 ▼ -600 0.00% 2026-06-30
DELTA ASSET MANAGEMENT LLC/TN 5,800 $150,742 Unchanged 0.01% 2026-06-30
Arax Advisory Partners 4,863 $126,390 New position 0.00% 2026-06-30
ARMSTRONG ADVISORY GROUP, INC 4,706 $122,309 ▼ -76 0.01% 2026-06-30
Clearstead Advisors, LLC 4,485 $116,566 Unchanged 0.00% 2026-06-30
IFP Advisors, Inc 4,414 $114,720 Unchanged 0.00% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4,398 $114,304 Unchanged 0.00% 2026-06-30
Vanguard Global Advisers, LLC 4,317 $112,199 New position 0.00% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 4,109 $108,561 ▼ -1,490 0.00% 2026-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 3,940 $102,401 Unchanged 0.00% 2026-06-30
TD Waterhouse Canada Inc. 3,462 $88,627 ▼ -34 0.00% 2026-06-30
Steward Partners Investment Advisory, LLC 3,195 $83,038 ▲ +603 0.00% 2026-06-30
Integrated Wealth Concepts LLC 3,159 $82,103 New position 0.00% 2026-06-30
Geneos Wealth Management Inc. 3,005 $78,100 Unchanged 0.00% 2026-06-30
MASECO LLP 3,000 $77,985 Unchanged 0.00% 2026-06-30
CENTRAL TRUST Co 2,487 $64,638 New position 0.00% 2026-06-30
Spire Wealth Management 2,146 $55,775 ▼ -52 0.00% 2026-06-30
Beacon Financial Strategies CORP 2,100 $54,579 Unchanged 0.03% 2026-06-30
MONTAG A & ASSOCIATES INC 1,962 $50,993 Unchanged 0.00% 2026-06-30
SIMPLEX TRADING, LLC 1,907 $49,561 ▲ +1,207 0.00% 2026-06-30
Hilltop National Bank 1,498 $38,933 Unchanged 0.01% 2026-06-30
Glass Jacobson Investment Advisors llc 1,493 $38,804 Unchanged 0.01% 2026-06-30
EASTERN BANK 1,342 $34,879 Unchanged 0.00% 2026-06-30
BIRCHBROOK, INC. 1,200 $31,188 Unchanged 0.01% 2026-06-30
Blue Trust, Inc. 1,002 $26,042 ▼ -321 0.00% 2026-06-30
Burk Holdings LLC 968 $25,158 Unchanged 0.01% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 932 $24,223 Unchanged 0.00% 2026-06-30
DiNuzzo Private Wealth, Inc. 748 $19,441 Unchanged 0.00% 2026-06-30
FIFTH THIRD BANCORP 698 $18,141 ▼ -314 0.00% 2026-06-30
IFG Advisory, LLC 621 $16,140 New position 0.00% 2026-06-30
Atlantic Union Bankshares Corp 600 $15,594 Unchanged 0.00% 2026-06-30
FINANCIAL CONSULATE, INC 561 $14,581 ▲ +233 0.00% 2026-06-30
Larson Financial Group LLC 455 $11,820 ▲ +17 0.00% 2026-06-30
EFG International AG 439 $11,410 Unchanged 0.00% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 386 $10,032 Unchanged 0.00% 2026-06-30
JFS WEALTH ADVISORS, LLC 354 $9,201 Unchanged 0.00% 2026-06-30
Federation des caisses Desjardins du Quebec 314 $8,158 ▼ -60 0.00% 2026-06-30
West Branch Capital LLC 300 $7,797 Unchanged 0.00% 2026-06-30
PROFFITT & GOODSON INC 292 $7,590 Unchanged 0.00% 2026-06-30
Elevated Capital Advisors, LLC 264 $6,861 Unchanged 0.00% 2026-06-30
Medallion Wealth Advisors, LLC 260 $6,757 Unchanged 0.00% 2026-06-30
Cape Investment Advisory, Inc. 229 $5,952 New position 0.00% 2026-06-30
FIDUCIARY FINANCIAL ADVISORS 221 $5,718 New position 0.00% 2026-06-30
TD Capital Management LLC 200 $5,198 Unchanged 0.00% 2026-06-30
Institute for Wealth Management, LLC. 177 $4,605 New position 0.00% 2026-06-30
Dogwood Wealth Management LLC 172 $4,470 Unchanged 0.00% 2026-06-30
NFSG Corp 155 $4,028 Unchanged 0.00% 2026-06-30
Thrivent Financial for Lutherans 151,067 $3,927 ▲ +8,127 0.01% 2026-06-30
HANTZ FINANCIAL SERVICES, INC. 135,147 $3,512 ▲ +410 0.05% 2026-06-30
GROUP ONE TRADING LLC 126 $3,275 ▼ -304 0.00% 2026-06-30
TIAA Wealth Investment Management LLC 126 $3,275 Unchanged 0.00% 2026-06-30
ELEVATION WEALTH PARTNERS, LLC 125 $3,249 New position 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 120 $3,119 Unchanged 0.00% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 114 $2,963 ▼ -24,586 0.00% 2026-06-30
BOK Financial Private Wealth, Inc. 100 $2,599 New position 0.00% 2026-06-30
True Wealth Design, LLC 95 $2,470 ▼ -2 0.00% 2026-06-30
Bell Investment Advisors, Inc 89 $2,314 ▲ +19 0.00% 2026-06-30
Rossby Financial, LCC 87 $2,261 New position 0.00% 2026-06-30
NATIXIS ADVISORS, LLC 85,391 $2,219 ▲ +12,876 0.00% 2026-06-30
IMA Advisory Services, Inc. 84 $2,183 ▲ +29 0.00% 2026-06-30
Kilter Group LLC 60 $1,560 New position 0.00% 2026-06-30
HERITAGE INVESTORS MANAGEMENT CORP 58,256 $1,514 Unchanged 0.04% 2026-06-30
HRT FINANCIAL LP 55,307 $1,437 ▲ +46,311 0.00% 2026-06-30
Buck Wealth Strategies, LLC 39 $1,014 New position 0.00% 2026-06-30
Lester Murray Antman dba SimplyRich 36,367 $945 New position 0.22% 2026-06-30
SHP Wealth Management 33 $858 Unchanged 0.00% 2026-06-30
SJS Investment Consulting Inc. 25 $650 New position 0.00% 2026-06-30
Physician Wealth Advisors, Inc. 20 $520 New position 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 18 $468 Unchanged 0.00% 2026-06-30
PEAPACK GLADSTONE FINANCIAL CORP 15,358 $399 ▲ +504 0.00% 2026-06-30
Summit Global Investments 13,399 $348 New position 0.02% 2026-06-30
BESSEMER GROUP INC 12,992 $337 Unchanged 0.00% 2026-06-30
Smartleaf Asset Management LLC 12 $321 Unchanged 0.00% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 11,411 $298 ▲ +101 0.00% 2026-06-30
COMMERZBANK AKTIENGESELLSCHAFT /FI 10,750 $279 Unchanged 0.01% 2026-06-30
Optiver Holding B.V. 8 $208 New position 0.00% 2026-06-30
Abound Wealth Management 6 $156 ▼ -1 0.00% 2026-06-30
Stone House Investment Management, LLC 5 $130 New position 0.00% 2026-06-30
Smithfield Trust Co 606 $18 Unchanged 0.00% 2026-06-30
Pacer Advisors, Inc. 0 $0 Sold out 2026-06-30
MILLENNIUM MANAGEMENT LLC 0 $0 Sold out 2026-06-30
WEXFORD CAPITAL LP 0 $0 Sold out 2026-06-30
Element Squared LLC 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
Point Nemo Capital, LLC 0 $0 Sold out 2026-06-30
Dalton Investments, Inc. 0 $0 Sold out 2026-06-30
Aquatic Capital Management LLC 0 $0 Sold out 2026-06-30
Engineers Gate Manager LP 0 $0 Sold out 2026-06-30
SG Americas Securities, LLC 0 $0 Sold out 2026-06-30
BBR PARTNERS, LLC 0 $0 Sold out 2026-06-30
R Squared Ltd 0 $0 Sold out 2026-06-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 $0 Sold out 2026-06-30
Walleye Trading LLC 0 $0 Sold out 2026-06-30
Adelphi Trust Co 0 $0 Sold out 2026-06-30
ACADIAN ASSET MANAGEMENT LLC 0 $0 Sold out 2026-06-30
Financial Freedom, LLC 0 $0 Sold out 2026-06-30
MOTCO 0 $0 Sold out 2026-06-30
Center for Financial Planning, Inc. 0 $0 Sold out 2026-06-30
Wealth Science Advisors LLC 0 $0 Sold out 2026-06-30
SALEM INVESTMENT COUNSELORS INC 0 $0 Sold out 2026-06-30