← All institutions
Institutional Holdings
CYDOwnership Summary
Institutions Holding
135
Total Shares Held
8,509,378
Total Value Held
$321,799,841
Quarter
2026-06-30
Active Positions
Increased Positions
37
3,960,949 shares
Decreased Positions
31
3,172,782 shares
Held Positions
21
87,329 shares
New Positions
30
1,288,318 shares
Sold Out Positions
16
251,662 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| SHAH CAPITAL MANAGEMENT | 1,341,057 | $63,579,512 | ▼ -277,384 | 12.08% | 2026-06-30 |
| Aberdeen Group plc | 535,575 | $25,391,611 | New position | 0.04% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 442,817 | $20,993,964 | ▲ +410,312 | 0.00% | 2026-06-30 |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | 347,134 | $16,457,623 | New position | 4.96% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 319,870 | $15,165,037 | ▼ -5,159 | 0.01% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 308,510 | $14,626,460 | ▲ +44,615 | 0.03% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 245,003 | $11,615,592 | ▼ -98,600 | 0.02% | 2026-06-30 |
| BARCLAYS PLC | 241,022 | $11,426,853 | ▲ +14,914 | 0.00% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 226,219 | $10,725,043 | ▼ -2,579 | 0.01% | 2026-06-30 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 214,620 | $10,175,134 | ▼ -109,414 | 3.49% | 2026-06-30 |
| WELLINGTON MANAGEMENT GROUP LLP | 179,729 | $8,520,952 | ▼ -271,712 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 176,169 | $8,352,172 | ▲ +57,656 | 0.00% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 175,353 | $8,313,486 | ▲ +43,876 | 0.04% | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | 167,883 | $7,959,333 | New position | 0.01% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 121,313 | $5,751,449 | ▼ -543,064 | 0.00% | 2026-06-30 |
| Qube Research & Technologies Ltd | 105,203 | $4,987,674 | ▲ +34,113 | 0.00% | 2026-06-30 |
| UBS Group AG | 85,557 | $4,056,258 | ▼ -8,081 | 0.00% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 85,038 | $4,031,652 | ▲ +1,552 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 82,035 | $3,889,279 | ▲ +61,554 | 0.00% | 2026-06-30 |
| Diversify Advisory Services, LLC | 77,113 | $3,592,685 | New position | 0.06% | 2026-06-30 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 77,113 | $3,592,685 | ▲ +701 | 0.06% | 2026-06-30 |
| Man Group plc | 72,000 | $3,413,520 | ▲ +66,163 | 0.01% | 2026-06-30 |
| CWA Asset Management Group, LLC | 71,366 | $3,383,480 | ▼ -481 | 0.10% | 2026-06-30 |
| LPL Financial LLC | 70,059 | $3,321,497 | ▲ +3,339 | 0.00% | 2026-06-30 |
| Dorsey Wright & Associates | 63,803 | $3,024,900 | ▼ -26,405 | 0.51% | 2026-06-30 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,943 | $2,462,619 | ▲ +17,083 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,800 | $2,408,428 | ▲ +15,600 | 0.00% | 2026-06-30 |
| SEI INVESTMENTS CO | 50,408 | $2,389,843 | ▲ +5,185 | 0.00% | 2026-06-30 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 43,387 | $2,056,978 | ▼ -5,977 | 0.42% | 2026-06-30 |
| AdvisorShares Investments LLC | 39,274 | $1,861,980 | ▼ -693 | 0.22% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 37,435 | $1,774,793 | ▼ -75,033 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 37,092 | $1,758,532 | ▲ +5,464 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 35,587 | $1,687,182 | ▼ -24,724 | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 34,843 | $1,651,907 | ▼ -343 | 0.00% | 2026-06-30 |
| Numerai GP LLC | 32,568 | $1,544,049 | New position | 0.13% | 2026-06-30 |
| Engineers Gate Manager LP | 32,487 | $1,540,209 | ▲ +6,647 | 0.02% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 31,836 | $1,509,345 | ▲ +9,447 | 0.00% | 2026-06-30 |
| RITHOLTZ WEALTH MANAGEMENT | 31,509 | $1,493,842 | ▲ +6,922 | 0.02% | 2026-06-30 |
| Allianz Asset Management GmbH | 35,453 | $1,364,941 | ▼ -1,231 | 0.00% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 27,381 | $1,298,136 | ▲ +255 | 0.00% | 2026-06-30 |
| Chou Associates Management Inc. | 23,364 | $1,107,687 | Unchanged | 0.51% | 2026-06-30 |
| NORTHERN TRUST CORP | 21,101 | $1,000,399 | ▲ +6,895 | 0.00% | 2026-06-30 |
| Burns Matteson Capital Management, LLC | 19,254 | $912,832 | ▲ +280 | 0.29% | 2026-06-30 |
| POLEN CAPITAL MANAGEMENT LLC | 19,146 | $907,712 | New position | 0.01% | 2026-06-30 |
| Squarepoint Ops LLC | 18,630 | $883,248 | ▼ -571 | 0.00% | 2026-06-30 |
| Caprock Group, LLC | 17,392 | $824,555 | ▲ +3,179 | 0.02% | 2026-06-30 |
| Atria Investments, Inc | 16,880 | $800,281 | ▲ +1,065 | 0.01% | 2026-06-30 |
| Y-Intercept (Hong Kong) Ltd | 12,698 | $602,012 | ▼ -4,519 | 0.01% | 2026-06-30 |
| Cetera Investment Advisers | 12,602 | $597,461 | ▼ -1,263 | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 11,038 | $523,312 | Unchanged | 0.00% | 2026-06-30 |
| PERSONAL CFO SOLUTIONS, LLC | 10,830 | $513,450 | ▲ +262 | 0.07% | 2026-06-30 |
| XTX Topco Ltd | 10,731 | $508,757 | ▼ -1,366 | 0.01% | 2026-06-30 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9,605 | $455,373 | New position | 0.01% | 2026-06-30 |
| Kathmere Capital Management, LLC | 9,494 | $450,111 | ▲ +1,627 | 0.02% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 9,038 | $428,490 | ▼ -366 | 0.00% | 2026-06-30 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 9,270 | $428,274 | New position | 0.00% | 2026-06-30 |
| NOMURA HOLDINGS INC | 8,829 | $418,583 | Unchanged | 0.00% | 2026-06-30 |
| Vident Advisory, LLC | 8,715 | $413,178 | New position | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 8,498 | $402,890 | Unchanged | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 7,860 | $372,642 | New position | 0.00% | 2026-06-30 |
| Baron Wealth Management LLC | 7,783 | $368,992 | ▲ +1,898 | 0.10% | 2026-06-30 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 7,317 | $346,899 | Unchanged | 0.00% | 2026-06-30 |
| WORLD EQUITY GROUP, INC. | 6,642 | $314,901 | New position | 0.07% | 2026-06-30 |
| Nuveen, LLC | 6,604 | $313,096 | Unchanged | 0.00% | 2026-06-30 |
| D'Orazio & Associates, Inc. | 6,388 | $302,856 | ▼ -321 | 0.04% | 2026-06-30 |
| Susquehanna Portfolio Strategies, LLC | 6,368 | $301,907 | Unchanged | 0.00% | 2026-06-30 |
| Ameritas Advisory Services, LLC | 5,901 | $279,787 | New position | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 5,874 | $271,378 | ▼ -18,593 | 0.00% | 2026-06-30 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 5,515 | $261,466 | ▲ +270 | 0.00% | 2026-06-30 |
| China Universal Asset Management Co., Ltd. | 5,500 | $260,755 | Unchanged | 0.02% | 2026-06-30 |
| Qtron Investments LLC | 5,378 | $254,971 | New position | 0.03% | 2026-06-30 |
| BINGHAM PRIVATE WEALTH, LLC | 5,288 | $250,704 | New position | 0.17% | 2026-06-30 |
| Savant Capital, LLC | 4,897 | $232,181 | New position | 0.00% | 2026-06-30 |
| LVW Advisors, LLC | 4,812 | $228,137 | New position | 0.02% | 2026-06-30 |
| Creative Planning | 4,763 | $225,814 | New position | 0.00% | 2026-06-30 |
| Empowered Funds, LLC | 4,644 | $220,172 | New position | 0.00% | 2026-06-30 |
| BTG Pactual Asset Management US LLC | 4,446 | $210,785 | New position | 0.01% | 2026-06-30 |
| Quadrature Capital Ltd | 4,316 | $204,622 | New position | 0.00% | 2026-06-30 |
| Ballentine Partners, LLC | 4,258 | $201,872 | New position | 0.00% | 2026-06-30 |
| QUADRANT CAPITAL GROUP LLC | 4,092 | $194,002 | Unchanged | 0.01% | 2026-06-30 |
| ASSETMARK, INC | 2,287 | $108,427 | ▲ +139 | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 2,143 | $101,599 | New position | 0.01% | 2026-06-30 |
| Blue Trust, Inc. | 1,790 | $84,864 | Unchanged | 0.00% | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT LLC | 1,258,367 | $59,598 | ▲ +130,178 | 0.07% | 2026-06-30 |
| Global Retirement Partners, LLC | 1,232 | $58,409 | ▲ +180 | 0.00% | 2026-06-30 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,200 | $56,892 | Unchanged | 0.02% | 2026-06-30 |
| State of Wyoming | 1,071 | $50,776 | ▼ -992 | 0.01% | 2026-06-30 |
| SIGNATUREFD, LLC | 780 | $36,980 | Unchanged | 0.00% | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | 670 | $31,765 | Unchanged | 0.00% | 2026-06-30 |
| First Command Advisory Services, Inc. | 610 | $28,920 | ▲ +442 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 588 | $27,877 | ▼ -351 | 0.00% | 2026-06-30 |
| LOOMIS SAYLES & CO L P | 474 | $22,472 | ▲ +233 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 439 | $20,808 | ▼ -55 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 417 | $19,769 | ▲ +78 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 372 | $17,637 | Unchanged | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 365 | $16,863 | Unchanged | 0.00% | 2026-06-30 |
| Cederberg Capital Ltd | 344,928 | $16,353 | ▲ +22,015 | 16.29% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 310 | $14,697 | New position | 0.00% | 2026-06-30 |
| Founders Capital Management | 300 | $14,223 | Unchanged | 0.01% | 2026-06-30 |
| Parallel Advisors, LLC | 256 | $12,137 | ▲ +13 | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 200 | $9,482 | New position | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 193 | $9,150 | ▲ +50 | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 128 | $6,068 | Unchanged | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 95,161 | $4,511 | ▲ +25,129 | 0.01% | 2026-06-30 |
| Dogwood Wealth Management LLC | 71 | $3,366 | Unchanged | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 56 | $2,655 | ▼ -33 | 0.00% | 2026-06-30 |
| KELLEHER FINANCIAL ADVISORS | 56 | $2,655 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 54 | $2,544 | ▼ -13,894 | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 53 | $2,513 | New position | 0.00% | 2026-06-30 |
| Allworth Financial LP | 52 | $2,466 | ▼ -78 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 32 | $2,000 | ▼ -93 | 0.00% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 18 | $853 | Unchanged | 0.00% | 2026-06-30 |
| Thrivent Financial for Lutherans | 15,325 | $726 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 13 | $616 | ▼ -7 | 0.00% | 2026-06-30 |
| Bare Financial Services, Inc | 13 | $616 | Unchanged | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 12 | $569 | New position | 0.00% | 2026-06-30 |
| Bell Investment Advisors, Inc | 12 | $569 | Unchanged | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 3 | $142 | New position | 0.00% | 2026-06-30 |
| Stone House Investment Management, LLC | 2 | $95 | New position | 0.00% | 2026-06-30 |
| Point72 Asset Management, L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| Robeco Institutional Asset Management B.V. | 0 | $0 | Sold out | 2026-06-30 | |
| PRUDENTIAL FINANCIAL INC | 0 | $0 | Sold out | 2026-06-30 | |
| Russell Investments Group, Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | Sold out | 2026-06-30 | |
| MANGROVE PARTNERS IM, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| IMC-Chicago, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Beverly Hills Private Wealth, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Quantbot Technologies LP | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GROUP ONE TRADING LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TD PRIVATE CLIENT WEALTH LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Intentional Wealth Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| Frazier Financial Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 |