← All institutions
Institutional Holdings
BTMDOwnership Summary
Institutions Holding
96
Total Shares Held
13,158,450
Total Value Held
$23,675,392
Quarter
2026-06-30
Active Positions
Increased Positions
25
1,448,956 shares
Decreased Positions
18
2,484,602 shares
Held Positions
11
6,702,264 shares
New Positions
18
2,522,628 shares
Sold Out Positions
24
900,230 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| 325 CAPITAL LLC | 4,548,127 | $8,595,960 | Unchanged | 2.05% | 2026-06-30 |
| Bandera Partners LLC | 2,065,482 | $3,903,761 | Unchanged | 1.37% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,102,753 | $2,084,203 | New position | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 436,088 | $824,206 | New position | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 431,962 | $816,058 | ▼ -111,532 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 365,945 | $691,636 | ▼ -1,373,299 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 301,310 | $569,476 | New position | 0.00% | 2026-06-30 |
| RICE HALL JAMES & ASSOCIATES, LLC | 262,842 | $496,771 | ▲ +12,823 | 0.02% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 260,488 | $492,587 | ▼ -355,174 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 253,313 | $478,761 | New position | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 251,619 | $475,561 | ▲ +197,960 | 0.00% | 2026-06-30 |
| UBS Group AG | 244,224 | $461,583 | ▲ +218,496 | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 229,994 | $434,689 | ▼ -35,922 | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 215,384 | $407,076 | ▲ +114,775 | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 168,611 | $318,677 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 153,907 | $290,884 | ▼ -34,293 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 142,964 | $270,202 | New position | 0.00% | 2026-06-30 |
| STATE STREET CORP | 112,244 | $212,141 | ▼ -534,710 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 111,605 | $199,773 | ▲ +64,877 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 103,307 | $195,250 | ▲ +92,375 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 71,418 | $134,980 | ▼ -197,695 | 0.00% | 2026-06-30 |
| Man Group plc | 70,145 | $132,574 | ▲ +5,322 | 0.00% | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | 52,753 | $99,703 | ▲ +3,810 | 0.00% | 2026-06-30 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 42,916 | $81,111 | ▼ -108,133 | 0.00% | 2026-06-30 |
| GDS Wealth Management | 42,789 | $80,871 | Unchanged | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 39,038 | $73,783 | ▼ -3,681 | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 35,000 | $66,150 | ▼ -18,358 | 0.00% | 2026-06-30 |
| Rothschild Wealth LLC | 34,119 | $64,485 | ▼ -1,746 | 0.01% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 33,353 | $63,037 | ▼ -25,493 | 0.00% | 2026-06-30 |
| FMR LLC | 31,076 | $58,734 | ▲ +1,435 | 0.00% | 2026-06-30 |
| Abel Hall, LLC | 30,427 | $57,507 | ▲ +2,506 | 0.01% | 2026-06-30 |
| Mariner, LLC | 29,716 | $56,141 | ▲ +9,070 | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 29,188 | $55,165 | New position | 0.00% | 2026-06-30 |
| First Heartland Consultants, Inc. | 24,500 | $46,305 | Unchanged | 0.00% | 2026-06-30 |
| Quadrature Capital Ltd | 23,741 | $44,870 | New position | 0.00% | 2026-06-30 |
| Williams & Novak, LLC | 22,910 | $43,300 | ▼ -8,500 | 0.03% | 2026-06-30 |
| Squarepoint Ops LLC | 19,736 | $37,301 | New position | 0.00% | 2026-06-30 |
| Cerity Partners LLC | 17,992 | $34,007 | New position | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 17,347 | $32,786 | ▲ +11,665 | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 15,272 | $28,864 | ▼ -22,282 | 0.00% | 2026-06-30 |
| Point72 Asset Management, L.P. | 14,565 | $27,528 | New position | 0.00% | 2026-06-30 |
| ZWJ INVESTMENT COUNSEL INC | 12,746 | $24,090 | Unchanged | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 12,250 | $23,153 | ▲ +2,000 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 11,727 | $22,000 | ▲ +5,316 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 8,765 | $14,637 | ▼ -10,687 | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6,274 | $11,858 | Unchanged | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 5,880 | $11,113 | New position | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 5,414 | $10,233 | New position | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 2,626 | $4,963 | ▲ +238 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,563 | $2,954 | ▼ -11,798 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,295 | $2,447 | Unchanged | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 806 | $1,525 | New position | 0.00% | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT LLC | 625,390 | $1,177 | ▼ -72,465 | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 500 | $945 | Unchanged | 0.00% | 2026-06-30 |
| Allworth Financial LP | 484 | $915 | ▲ +433 | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 480 | $907 | Unchanged | 0.00% | 2026-06-30 |
| Essential Partners LLC | 365 | $690 | ▲ +297 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 318 | $601 | ▼ -5,831 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 313 | $592 | ▲ +265 | 0.00% | 2026-06-30 |
| Cornerstone Planning Group LLC | 213 | $501 | New position | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 215 | $393 | ▲ +203 | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 197 | $372 | ▲ +20 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 125 | $236 | ▲ +103 | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 109 | $207 | ▲ +82 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 53 | $100 | ▲ +46 | 0.00% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 51 | $96 | Unchanged | 0.00% | 2026-06-30 |
| Fortitude Family Office, LLC | 45 | $85 | New position | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 31 | $59 | ▲ +28 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 20 | $38 | Unchanged | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 16 | $30 | ▲ +13 | 0.00% | 2026-06-30 |
| JPL Wealth Management, LLC | 5 | $10 | New position | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 4 | $8 | New position | 0.00% | 2026-06-30 |
| GLOBEFLEX CAPITAL L P | 0 | $0 | Sold out | 2026-06-30 | |
| STRS OHIO | 0 | $0 | Sold out | 2026-06-30 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bank of New York Mellon Corp | 0 | $0 | Sold out | 2026-06-30 | |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 0 | $0 | Sold out | 2026-06-30 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0 | $0 | Sold out | 2026-06-30 | |
| Nuveen, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| FRANKLIN RESOURCES INC | 0 | $0 | Sold out | 2026-06-30 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0 | $0 | Sold out | 2026-06-30 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| ALLIANCEBERNSTEIN L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| SEI INVESTMENTS CO | 0 | $0 | Sold out | 2026-06-30 | |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | Sold out | 2026-06-30 | |
| WELLS FARGO & COMPANY/MN | 0 | $0 | Sold out | 2026-06-30 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| Legal & General Group Plc | 0 | $0 | Sold out | 2026-06-30 | |
| Ameritas Investment Partners, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Sterling Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Optiver Holding B.V. | 0 | $0 | Sold out | 2026-06-30 | |
| GAMMA Investing LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Wealth Preservation Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 |