← All institutions

Institutional Holdings

APAM

Ownership Summary

Institutions Holding
328
Total Shares Held
63,238,582
Total Value Held
$2,529,895,704
Quarter
2026-06-30

Active Positions

Increased Positions
6
378,327 shares
Decreased Positions
2
61,803 shares
Held Positions
1
7 shares
New Positions
318
62,798,445 shares
Sold Out Positions
1
91,072 shares
Institution Shares Value Change % of Portfolio Reported
Jump Financial, LLC 266,952 $9,217,853 New position 0.07% 2026-06-30
NAVELLIER & ASSOCIATES INC 85,669 $3,490,155 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 55,837 $2,274,799 New position 2025-12-31
Operose Advisors LLC 42,878 $1,746,852 New position 2025-12-31
MetLife Investment Management, LLC 34,596 $1,409,441 New position 2025-12-31
Russell Investments Group, Ltd. 16,433 $670,298 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 35,455 $1,224,261 ▲ +7,965 0.00% 2026-06-30
KLP KAPITALFORVALTNING AS 25,100 $1,022,574 New position 2025-12-31
Provident Investment Management, Inc. 22,895 $932,742 New position 2025-12-31
NEUBERGER BERMAN GROUP LLC 14,951 $516,258 ▲ +6,640 0.00% 2026-06-30
SBI Securities Co., Ltd. 1,496 $60,947 New position 2025-12-31
Community Bank, N.A. 763 $31,076 New position 2025-12-31
MassMutual Private Wealth & Trust, FSB 678 $23,411 ▲ +5 0.00% 2026-06-30
Core Alternative Capital 300 $12,222 New position 2025-12-31
IMA Advisory Services, Inc. 106 $4,318 New position 2025-12-31
FARMERS & MERCHANTS INVESTMENTS INC 45 $1,833 New position 2025-12-31
PRIVATE TRUST CO NA 40 $1,630 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 8,089 $330 New position 2025-12-31
Arlington Trust Co LLC 7 $242 Unchanged 0.00% 2026-06-30
ISTHMUS PARTNERS, LLC 0 $0 Sold out 2026-06-30
Atlantic Union Bankshares Corp 1,275 $51,944 New position 2025-12-31
BlackRock, Inc. 10,173,016 $414,448,701 New position 2025-12-31
VANGUARD GROUP INC 7,663,975 $312,230,341 New position 2025-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,715,267 $232,839,996 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,048,225 $124,184,686 New position 2025-12-31
STATE STREET CORP 2,850,589 $116,132,996 New position 2025-12-31
MORGAN STANLEY 2,022,630 $82,401,986 New position 2025-12-31
GEODE CAPITAL MANAGEMENT, LLC 1,970,645 $80,293,629 New position 2025-12-31
Channing Capital Management, LLC 1,967,732 $80,165,402 New position 2025-12-31
WASATCH ADVISORS LP 1,659,336 $67,601,349 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 1,639,517 $66,795,125 New position 2025-12-31
Fisher Asset Management, LLC 1,440,480 $58,685,187 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 1,312,777 $53,482,534 New position 2025-12-31
ROYCE & ASSOCIATES LP 1,031,344 $42,016,955 New position 2025-12-31
Capital World Investors 910,522 $37,094,666 New position 2025-12-31
NORTHERN TRUST CORP 836,360 $34,073,307 New position 2025-12-31
WELLS FARGO & COMPANY/MN 689,015 $28,070,471 New position 2025-12-31
FEDERATED HERMES, INC. 678,894 $27,658,141 New position 2025-12-31
BARCLAYS PLC 629,430 $25,642,978 New position 2025-12-31
PUBLIC SECTOR PENSION INVESTMENT BOARD 535,298 $21,808,041 New position 2025-12-31
CRAWFORD INVESTMENT COUNSEL INC 517,768 $21,093,866 New position 2025-12-31
Qube Research & Technologies Ltd 514,635 $20,966,230 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 498,369 $20,303,553 New position 2025-12-31
Invesco Ltd. 468,800 $19,098,912 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 446,726 $18,199,617 New position 2025-12-31
GOLDMAN SACHS GROUP INC 437,853 $17,838,134 New position 2025-12-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 437,845 $17,837,787 New position 2025-12-31
Bank of New York Mellon Corp 432,806 $17,632,510 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 429,374 $17,492,699 New position 2025-12-31
Nuveen, LLC 375,530 $15,299,092 New position 2025-12-31
SPROTT INC. 362,095 $14,751,750 New position 2025-12-31
RENAISSANCE TECHNOLOGIES LLC 339,148 $13,816,890 New position 2025-12-31
JANUS HENDERSON GROUP PLC 330,246 $13,453,475 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 309,599 $12,613,054 ▲ +8,053 2025-12-31
UBS Group AG 279,067 $11,369,190 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 269,490 $10,979,023 New position 2025-12-31
CITADEL ADVISORS LLC 260,653 $10,619,003 New position 2025-12-31
Phocas Financial Corp. 233,272 $9,503,502 New position 2025-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 228,583 $9,312,471 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 226,035 $9,208,666 New position 2025-12-31
ROYAL BANK OF CANADA 200,893 $8,184,000 New position 2025-12-31
Legal & General Group Plc 196,532 $8,006,715 New position 2025-12-31
RHUMBLINE ADVISERS 179,596 $7,316,718 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 166,577 $6,786,348 New position 2025-12-31
AMERIPRISE FINANCIAL INC 164,954 $6,720,227 New position 2025-12-31
D. E. Shaw & Co., Inc. 154,646 $6,300,278 New position 2025-12-31
ALPS ADVISORS INC 148,158 $6,035,957 New position 2025-12-31
Swiss National Bank 139,100 $5,666,934 New position 2025-12-31
Man Group plc 134,514 $5,480,100 New position 2025-12-31
Mirae Asset Global Investments Co., Ltd. 127,406 $5,190,520 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 120,596 $4,913,086 New position 2025-12-31
MOODY ALDRICH PARTNERS LLC 113,059 $4,606,024 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 111,071 $4,525,033 New position 2025-12-31
JPMORGAN CHASE & CO 109,309 $4,453,248 New position 2025-12-31
SEI INVESTMENTS CO 108,815 $4,433,095 New position 2025-12-31
Edgestream Partners, L.P. 108,087 $4,403,464 New position 2025-12-31
Brandywine Global Investment Management, LLC 104,950 $4,275,663 New position 2025-12-31
MERITAGE PORTFOLIO MANAGEMENT 104,939 $4,275,215 New position 2025-12-31
Squarepoint Ops LLC 101,441 $4,132,706 New position 2025-12-31
REGIONS FINANCIAL CORP 96,511 $3,931,858 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 96,177 $3,918,268 New position 2025-12-31
MARTINGALE ASSET MANAGEMENT L P 94,357 $3,844,105 New position 2025-12-31
FRANKLIN RESOURCES INC 90,529 $3,688,151 New position 2025-12-31
JANE STREET GROUP, LLC 83,555 $3,404,031 New position 2025-12-31
Moran Wealth Management, LLC 80,134 $3,264,660 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 78,230 $3,187,090 New position 2025-12-31
FIRST TRUST ADVISORS LP 77,499 $3,157,309 New position 2025-12-31
Campbell & CO Investment Adviser LLC 71,989 $2,932,832 New position 2025-12-31
DIVERSIFIED MANAGEMENT INC 71,960 $2,931,650 New position 2025-12-31
Callan Family Office, LLC 71,022 $2,893,436 New position 2025-12-31
Pathstone Holdings, LLC 69,069 $2,813,871 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 68,700 $2,798,838 New position 2025-12-31
Orion Porfolio Solutions, LLC 67,983 $2,769,620 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 66,507 $2,709,495 New position 2025-12-31
VIRGINIA RETIREMENT SYSTEMS ET Al 65,250 $2,658,285 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 61,971 $2,524,684 New position 2025-12-31
TUDOR INVESTMENT CORP ET AL 61,071 $2,488,033 ▼ -107,269 2025-12-31
Kestra Investment Management, LLC 60,995 $2,484,936 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 60,423 $2,461,633 New position 2025-12-31
Connor, Clark & Lunn Investment Management Ltd. 59,760 $2,434,622 New position 2025-12-31
DEUTSCHE BANK AG\ 56,121 $2,286,370 New position 2025-12-31
CITIGROUP INC 56,021 $2,282,295 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 55,400 $2,256,996 New position 2025-12-31
ZACKS INVESTMENT MANAGEMENT 55,349 $2,254,916 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 55,200 $2,250,917 New position 2025-12-31
STIFEL FINANCIAL CORP 55,077 $2,243,898 New position 2025-12-31
State of New Jersey Common Pension Fund D 52,237 $2,128,135 New position 2025-12-31
LPL Financial LLC 51,727 $2,107,360 New position 2025-12-31
Elo Mutual Pension Insurance Co 51,230 $2,087,110 New position 2025-12-31
JENNISON ASSOCIATES LLC 48,780 $1,987,297 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 48,199 $1,963,627 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 47,836 $1,948,839 New position 2025-12-31
ExodusPoint Capital Management, LP 47,808 $1,947,698 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 47,802 $1,947,453 New position 2025-12-31
MACKENZIE FINANCIAL CORP 47,014 $1,925,189 New position 2025-12-31
OSAIC HOLDINGS, INC. 46,671 $1,902,966 New position 2025-12-31
State of Tennessee, Department of Treasury 42,627 $1,897,755 New position 2025-12-31
Rockefeller Capital Management L.P. 46,209 $1,882,585 New position 2025-12-31
Cresset Asset Management, LLC 43,903 $1,788,590 New position 2025-12-31
NewEdge Wealth, LLC 40,869 $1,665,003 New position 2025-12-31
Vestmark Advisory Solutions, Inc. 40,728 $1,659,259 New position 2025-12-31
Holocene Advisors, LP 40,523 $1,650,907 New position 2025-12-31
MACQUARIE GROUP LTD 40,477 $1,649,033 New position 2025-12-31
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 40,477 $1,649,000 New position 2025-12-31
Creative Planning 40,343 $1,643,590 New position 2025-12-31
TEACHER RETIREMENT SYSTEM OF TEXAS 39,785 $1,620,841 New position 2025-12-31
Integrated Quantitative Investments LLC 39,754 $1,619,578 New position 2025-12-31
QRG CAPITAL MANAGEMENT, INC. 39,649 $1,615,299 New position 2025-12-31
&PARTNERS 39,470 $1,608,211 New position 2025-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 38,489 $1,579,204 New position 2025-12-31
Illinois Municipal Retirement Fund 38,375 $1,563,398 New position 2025-12-31
B. Metzler seel. Sohn & Co. AG 38,044 $1,549,913 New position 2025-12-31
MARSHALL WACE, LLP 37,300 $1,519,602 New position 2025-12-31
Epoch Investment Partners, Inc. 36,943 $1,505,058 New position 2025-12-31
Point72 Asset Management, L.P. 36,318 $1,479,595 New position 2025-12-31
Measured Risk Portfolios, Inc. 35,038 $1,427,448 New position 2025-12-31
Cetera Investment Advisers 33,787 $1,376,489 New position 2025-12-31
COMERICA BANK 33,319 $1,357,416 New position 2025-12-31
TWINBEECH CAPITAL LP 33,194 $1,352,324 New position 2025-12-31
Aviance Capital Partners, LLC 33,159 $1,350,888 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 31,709 $1,291,825 New position 2025-12-31
Asset Management One Co., Ltd. 30,301 $1,263,552 New position 2025-12-31
Tidal Investments LLC 30,596 $1,246,481 New position 2025-12-31
BRIDGEWAY CAPITAL MANAGEMENT, LLC 30,200 $1,230,348 New position 2025-12-31
WINTON GROUP Ltd 29,793 $1,213,767 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 29,505 $1,202,034 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 29,074 $1,184,475 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 25,487 $1,038,340 New position 2025-12-31
FJ Capital Management LLC 25,129 $1,023,755 New position 2025-12-31
Keystone Financial Group 24,791 $1,009,985 New position 2025-12-31
Quantinno Capital Management LP 24,766 $1,008,981 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 24,201 $985,949 New position 2025-12-31
Bridgewater Associates, LP 23,411 $953,764 New position 2025-12-31
Hendershot Investments Inc. 22,950 $935,020 New position 2025-12-31
STRS OHIO 22,700 $924,798 New position 2025-12-31
Vident Advisory, LLC 22,593 $920,439 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 21,597 $879,862 New position 2025-12-31
Optimist Retirement Group LLC 20,662 $841,770 New position 2025-12-31
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 20,564 $837,777 New position 2025-12-31
Envestnet Portfolio Solutions, Inc. 20,383 $830,392 New position 2025-12-31
CANADA PENSION PLAN INVESTMENT BOARD 20,100 $818,874 New position 2025-12-31
Arizona State Retirement System 19,639 $800,093 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 19,339 $787,871 New position 2025-12-31
Atria Investments, Inc 19,223 $783,146 New position 2025-12-31
Mariner, LLC 18,347 $747,297 New position 2025-12-31
TWO SIGMA ADVISERS, LP 17,700 $721,098 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 17,444 $710,669 New position 2025-12-31
GREATMARK INVESTMENT PARTNERS, INC. 16,725 $681,377 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 16,538 $673,758 New position 2025-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,292 $663,736 New position 2025-12-31
Corient Private Wealth LLC 16,219 $660,776 New position 2025-12-31
Continuum Advisory, LLC 16,156 $658,195 New position 2025-12-31
Guinness Asset Management LTD 15,757 $657,067 New position 2025-12-31
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 16,102 $655,995 New position 2025-12-31
OAK ASSOCIATES LTD /OH/ 15,962 $650,292 New position 2025-12-31
Baird Financial Group, Inc. 15,716 $640,270 New position 2025-12-31
Bramshill Investments, LLC 15,590 $635,137 New position 2025-12-31
AlphaQuest LLC 15,403 $627,518 New position 2025-12-31
Amundi 15,121 $616,030 New position 2025-12-31
FMR LLC 15,070 $613,970 New position 2025-12-31
MQS Management LLC 14,883 $606,333 New position 2025-12-31
Drucker Wealth 3.0, LLC 14,146 $576,317 New position 2025-12-31
FIRST CITIZENS BANK & TRUST CO 13,969 $569,097 New position 2025-12-31
BRADLEY FOSTER & SARGENT INC/CT 13,798 $562,131 New position 2025-12-31
Entropy Technologies, LP 13,359 $544,246 New position 2025-12-31
IRONWOOD INVESTMENT MANAGEMENT LLC 13,286 $541,272 New position 2025-12-31
BANK OF MONTREAL /CAN/ 12,715 $518,010 New position 2025-12-31
Merit Financial Group, LLC 12,622 $514,206 New position 2025-12-31
NATIONAL BANK OF CANADA /FI/ 12,356 $503,009 New position 2025-12-31
Smith Group Asset Management, LLC 12,268 $499,798 New position 2025-12-31
ProShare Advisors LLC 12,266 $499,718 New position 2025-12-31
OneDigital Investment Advisors LLC 12,224 $497,995 New position 2025-12-31
HighTower Advisors, LLC 12,075 $491,951 New position 2025-12-31
Quantbot Technologies LP 11,948 $486,762 New position 2025-12-31
JUNCTURE WEALTH STRATEGIES, LLC 11,800 $480,732 New position 2025-12-31
AVIVA PLC 11,677 $475,721 New position 2025-12-31
MML INVESTORS SERVICES, LLC 11,564 $471,132 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 11,291 $460,000 New position 2025-12-31
B. Riley Wealth Advisors, Inc. 10,907 $444,348 New position 2025-12-31
Parallel Advisors, LLC 10,872 $442,928 New position 2025-12-31
LOS ANGELES CAPITAL MANAGEMENT LLC 9,790 $424,985 New position 2025-12-31
AE Wealth Management LLC 10,288 $419,168 New position 2025-12-31
Maryland State Retirement & Pension System 10,263 $418,115 New position 2025-12-31
MIRABELLA FINANCIAL SERVICES LLP 10,233 $416,893 New position 2025-12-31
Pictet Asset Management Holding SA 10,131 $412,737 New position 2025-12-31
WESBANCO BANK INC 10,131 $412,737 New position 2025-12-31
Sanctuary Advisors, LLC 9,829 $400,427 New position 2025-12-31
Advisory Services Network, LLC 9,283 $378,176 New position 2025-12-31
Dana Investment Advisors, Inc. 9,109 $371,101 New position 2025-12-31
Ariadne Wealth Management, LP 8,459 $370,589 New position 2025-12-31
ARGA Investment Management, LP 8,885 $361,975 New position 2025-12-31
Brooklyn Investment Group 8,408 $350,614 New position 2025-12-31
Cerity Partners LLC 8,520 $347,089 New position 2025-12-31
Kestra Advisory Services, LLC 8,441 $343,889 New position 2025-12-31
Morse Asset Management, Inc 8,435 $343,642 New position 2025-12-31
EntryPoint Capital, LLC 8,282 $337,409 New position 2025-12-31
FourThought Financial Partners, LLC 8,135 $331,420 New position 2025-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 8,053 $328,079 New position 2025-12-31
IFG Advisory, LLC 8,042 $327,645 New position 2025-12-31
Quantum Private Wealth, LLC 8,029 $327,089 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 7,795 $317,569 New position 2025-12-31
Swiss Life Asset Management Ltd 7,370 $300,254 New position 2025-12-31
MOSAIC FAMILY WEALTH PARTNERS, LLC 7,262 $295,854 New position 2025-12-31
Ausdal Financial Partners, Inc. 7,203 $293,451 New position 2025-12-31
Steward Partners Investment Advisory, LLC 7,106 $289,499 New position 2025-12-31
Belpointe Asset Management LLC 7,028 $286,321 New position 2025-12-31
D.A. DAVIDSON & CO. 6,860 $279,476 New position 2025-12-31
World Investment Advisors 7,251 $261,959 New position 2025-12-31
Caprock Group, LLC 6,308 $257,011 New position 2025-12-31
Hudson Bay Capital Management LP 6,130 $249,736 New position 2025-12-31
Dogwood Wealth Management LLC 6,018 $245,173 New position 2025-12-31
Crescent Grove Advisors, LLC 6,000 $244,440 New position 2025-12-31
PROFUND ADVISORS LLC 5,520 $224,885 New position 2025-12-31
OPPENHEIMER & CO INC 5,322 $216,818 New position 2025-12-31
HANCOCK WHITNEY CORP 5,310 $216,330 New position 2025-12-31
TRUIST FINANCIAL CORP 5,261 $214,333 New position 2025-12-31
Ameritas Investment Partners, Inc. 5,232 $213,152 New position 2025-12-31
XPONANCE LLC 4,967 $202,356 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 4,948 $201,600 New position 2025-12-31
State of Wyoming 4,815 $196,163 New position 2025-12-31
EverSource Wealth Advisors, LLC 3,999 $162,906 New position 2025-12-31
US BANCORP \DE\ 3,446 $140,425 New position 2025-12-31
Ensign Peak Advisors, Inc 3,172 $129,227 New position 2025-12-31
Parkside Financial Bank & Trust 3,072 $125,154 New position 2025-12-31
Aquatic Capital Management LLC 2,890 $117,739 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 2,861 $116,559 New position 2025-12-31
Allworth Financial LP 2,639 $107,513 New position 2025-12-31
WHITTIER TRUST CO OF NEVADA INC 2,424 $104,886 New position 2025-12-31
NBC SECURITIES, INC. 2,376 $96,798 New position 2025-12-31
Sterling Capital Management LLC 1,854 $75,532 New position 2025-12-31
Smartleaf Asset Management LLC 1,806 $74,100 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,880 $73,757 New position 2025-12-31
Measured Wealth Private Client Group, LLC 1,762 $71,784 New position 2025-12-31
WealthCollab, LLC 1,700 $69,258 New position 2025-12-31
Global Retirement Partners, LLC 1,354 $55,162 New position 2025-12-31
HUNTINGTON NATIONAL BANK 1,254 $51,089 New position 2025-12-31
Aster Capital Management (DIFC) Ltd 1,241 $50,558 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 1,214 $49,458 New position 2025-12-31
MCF Advisors LLC 1,109 $45,201 New position 2025-12-31
IFP Advisors, Inc 1,060 $43,184 ▲ +29 2025-12-31
Cranbrook Wealth Management, LLC 1,000 $40,740 New position 2025-12-31
Garton & Associates Financial Advisors LLC 910 $37,073 New position 2025-12-31
MJT & Associates Financial Advisory Group, Inc. 900 $36,666 New position 2025-12-31
Triumph Capital Management 850 $34,629 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 787 $32,044 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 770 $31,370 New position 2025-12-31
Scarborough Advisors, LLC 732 $29,829 ▼ -6 2025-12-31
Tower Research Capital LLC (TRC) 692 $28,192 New position 2025-12-31
SIMPLEX TRADING, LLC 678 $27,621 New position 2025-12-31
HM PAYSON & CO 676 $27,541 New position 2025-12-31
Sunbelt Securities, Inc. 638 $25,993 New position 2025-12-31
CULLEN/FROST BANKERS, INC. 594 $24,193 New position 2025-12-31
Richardson Capital Management LLC 520 $21,197 New position 2025-12-31
Torren Management, LLC 425 $17,315 New position 2025-12-31
NATIXIS ADVISORS, LLC 422,647 $17,219 New position 2025-12-31
Larson Financial Group LLC 414 $16,854 New position 2025-12-31
CoreFirst Bank & Trust 395 $16,092 New position 2025-12-31
Salomon & Ludwin, LLC 375 $15,885 New position 2025-12-31
FIFTH THIRD BANCORP 347 $14,137 New position 2025-12-31
SageView Advisory Group, LLC 334 $13,608 New position 2025-12-31
UMB Bank, n.a. 291 $11,855 New position 2025-12-31
Geneos Wealth Management Inc. 231 $9,419 New position 2025-12-31
CALDWELL SUTTER CAPITAL, INC. 226 $9,207 New position 2025-12-31
Bare Financial Services, Inc 213 $8,678 New position 2025-12-31
Plante Moran Financial Advisors, LLC 205 $8,352 New position 2025-12-31
Arax Advisory Partners 200 $8,148 New position 2025-12-31
Quarry LP 191 $7,782 New position 2025-12-31
Root Financial Partners, LLC 177 $7,211 New position 2025-12-31
MAI Capital Management 150 $6,124 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 148,866 $6,065 New position 2025-12-31
BROWN BROTHERS HARRIMAN & CO 138 $5,622 New position 2025-12-31
GABLES CAPITAL MANAGEMENT INC. 137 $5,581 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 121 $5,011 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 87 $3,544 New position 2025-12-31
Caitlin John, LLC 83 $3,376 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 74,024 $3,016 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 68,061 $2,773 New position 2025-12-31
CANADA LIFE ASSURANCE Co 62,514 $2,545 New position 2025-12-31
Keating Financial Advisory Services, Inc. 62 $2,526 New position 2025-12-31
Ares Financial Consulting, LLC 55 $2,241 New position 2025-12-31
Cornerstone Financial Management LLC 54 $2,200 New position 2025-12-31
Vestcor Inc 45,733 $1,863 New position 2025-12-31
SIT INVESTMENT ASSOCIATES INC 43,725 $1,781 New position 2025-12-31
GLOBEFLEX CAPITAL L P 38 $1,548 New position 2025-12-31
Jackson Creek Investment Advisors LLC 35,528 $1,447 New position 2025-12-31
Morningstar Investment Management LLC 35,162 $1,432 New position 2025-12-31
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 34,915 $1,422 New position 2025-12-31
Transamerica Financial Advisors, LLC 34 $1,385 New position 2025-12-31
CIBC Private Wealth Group LLC 30 $1,222 New position 2025-12-31
Handelsbanken Fonder AB 22,223 $905 New position 2025-12-31
HRT FINANCIAL LP 21,329 $868 New position 2025-12-31
AMALGAMATED BANK 20,229 $824 New position 2025-12-31
Bruce G. Allen Investments, LLC 19 $774 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 17,489 $713 New position 2025-12-31
SkyView Investment Advisors, LLC 16,584 $676 ▲ +147 2025-12-31
Ankerstar Wealth, LLC 15 $611 New position 2025-12-31
NewEdge Advisors, LLC 11 $448 New position 2025-12-31
CWM, LLC 9,454 $386 New position 2025-12-31
Bay Harbor Wealth Management, LLC 8 $325 New position 2025-12-31
GILPIN WEALTH MANAGEMENT, LLC 6 $245 New position 2025-12-31
Virtu Financial LLC 5,820 $237 New position 2025-12-31
KBC Group NV 4,516 $184 New position 2025-12-31
AMERIFLEX GROUP, INC. 4 $163 New position 2025-12-31
HFM Investment Advisors, LLC 3 $123 New position 2025-12-31
Dunhill Financial, LLC 2 $62 New position 2025-12-31
Covestor Ltd 621 $25 New position 2025-12-31
BESSEMER GROUP INC 550 $23 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 220 $9 New position 2025-12-31