← All institutions
Institutional Holdings
EFSCOwnership Summary
Institutions Holding
217
Total Shares Held
29,370,084
Total Value Held
$1,524,433,320
Quarter
2025-12-31
Active Positions
Increased Positions
3
449,765 shares
Decreased Positions
1
81 shares
Held Positions
2
518 shares
New Positions
211
28,919,720 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| KENNEDY CAPITAL MANAGEMENT LLC | 218,512 | $11,799,648 | New position | 2025-12-31 | |
| Russell Investments Group, Ltd. | 140,629 | $7,593,993 | New position | 2025-12-31 | |
| PEREGRINE CAPITAL MANAGEMENT LLC | 92,453 | $4,992,462 | New position | 2025-12-31 | |
| MetLife Investment Management, LLC | 20,872 | $1,127,088 | New position | 2025-12-31 | |
| BNP PARIBAS FINANCIAL MARKETS | 8,038 | $434,052 | New position | 2025-12-31 | |
| Busey Bank | 15,341 | $828,414 | New position | 2025-12-31 | |
| JAG CAPITAL MANAGEMENT, LLC | 12,185 | $658,011 | New position | 2025-12-31 | |
| KLP KAPITALFORVALTNING AS | 7,900 | $426,600 | New position | 2025-12-31 | |
| CONNABLE OFFICE INC | 7,906 | $426,924 | New position | 2025-12-31 | |
| Cullen Capital Management, LLC | 6,681 | $360,774 | New position | 2025-12-31 | |
| Jump Financial, LLC | 4,639 | $250,506 | New position | 2025-12-31 | |
| NEUBERGER BERMAN GROUP LLC | 3,570 | $235,164 | New position | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 772 | $50,859 | ▲ +500 | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 511 | $33,665 | Unchanged | 0.00% | 2026-06-30 |
| FIRST HORIZON CORP | 708 | $38,232 | New position | 2025-12-31 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 202 | $10,603 | New position | 2025-12-31 | |
| MassMutual Private Wealth & Trust, FSB | 7 | $461 | Unchanged | 0.00% | 2026-06-30 |
| Campbell & CO Investment Adviser LLC | 58,675 | $3,168,450 | New position | 2025-12-31 | |
| Entropy Technologies, LP | 4,600 | $248,400 | New position | 2025-12-31 | |
| BlackRock, Inc. | 3,423,887 | $184,889,913 | New position | 2025-12-31 | |
| WELLINGTON MANAGEMENT GROUP LLP | 2,952,106 | $159,413,724 | New position | 2025-12-31 | |
| VANGUARD GROUP INC | 2,371,519 | $128,062,026 | New position | 2025-12-31 | |
| DIMENSIONAL FUND ADVISORS LP | 2,122,854 | $114,636,165 | New position | 2025-12-31 | |
| EARNEST PARTNERS LLC | 1,488,421 | $80,374,734 | New position | 2025-12-31 | |
| FIRST TRUST ADVISORS LP | 1,471,244 | $79,447,176 | New position | 2025-12-31 | |
| STATE STREET CORP | 1,271,888 | $68,681,952 | New position | 2025-12-31 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,057,697 | $57,116,000 | New position | 2025-12-31 | |
| GEODE CAPITAL MANAGEMENT, LLC | 946,996 | $51,146,218 | New position | 2025-12-31 | |
| AMERICAN CENTURY COMPANIES INC | 936,856 | $50,590,244 | New position | 2025-12-31 | |
| PL Capital Advisors, LLC | 733,329 | $39,599,766 | New position | 2025-12-31 | |
| JENNISON ASSOCIATES LLC | 621,824 | $33,578,496 | New position | 2025-12-31 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 435,528 | $23,518,512 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 376,088 | $20,308,752 | ▲ +12,501 | 2025-12-31 | |
| JPMORGAN CHASE & CO | 363,088 | $19,606,752 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 355,909 | $19,219,086 | New position | 2025-12-31 | |
| Qube Research & Technologies Ltd | 321,732 | $17,373,528 | New position | 2025-12-31 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 316,875 | $17,111,250 | New position | 2025-12-31 | |
| Phocas Financial Corp. | 267,010 | $14,418,540 | New position | 2025-12-31 | |
| Nuveen, LLC | 250,484 | $13,526,136 | New position | 2025-12-31 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 246,029 | $13,285,566 | New position | 2025-12-31 | |
| Aptus Capital Advisors, LLC | 234,247 | $12,649,338 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 187,911 | $10,147,211 | New position | 2025-12-31 | |
| ENDEAVOUR CAPITAL ADVISORS INC | 185,240 | $10,002,960 | New position | 2025-12-31 | |
| NFJ INVESTMENT GROUP, LLC | 178,250 | $9,625,500 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 167,837 | $9,063,201 | New position | 2025-12-31 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 165,454 | $8,934,516 | New position | 2025-12-31 | |
| Empowered Funds, LLC | 152,610 | $8,240,940 | New position | 2025-12-31 | |
| DENALI ADVISORS LLC | 140,800 | $7,603,200 | New position | 2025-12-31 | |
| MORGAN STANLEY | 136,479 | $7,369,904 | New position | 2025-12-31 | |
| Fisher Asset Management, LLC | 133,166 | $7,190,964 | New position | 2025-12-31 | |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 130,038 | $7,022,052 | New position | 2025-12-31 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 126,717 | $6,842,718 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 109,430 | $5,909,209 | New position | 2025-12-31 | |
| Boston Partners | 108,294 | $5,847,880 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 105,077 | $5,674,158 | New position | 2025-12-31 | |
| Vest Financial, LLC | 104,206 | $5,627,124 | New position | 2025-12-31 | |
| MONETA GROUP INVESTMENT ADVISORS LLC | 95,617 | $5,163,304 | New position | 2025-12-31 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 93,202 | $5,032,908 | New position | 2025-12-31 | |
| Plancorp, LLC | 92,514 | $4,995,767 | New position | 2025-12-31 | |
| F/m Investments LLC | 86,597 | $4,676,238 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 81,736 | $4,477,700 | New position | 2025-12-31 | |
| RBF Capital, LLC | 81,400 | $4,395,600 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 80,875 | $4,367,228 | New position | 2025-12-31 | |
| BARCLAYS PLC | 78,182 | $4,221,828 | New position | 2025-12-31 | |
| Swiss National Bank | 72,964 | $3,940,056 | New position | 2025-12-31 | |
| TUDOR INVESTMENT CORP ET AL | 72,905 | $3,936,870 | ▲ +31,137 | 2025-12-31 | |
| UBS Group AG | 72,012 | $3,888,648 | New position | 2025-12-31 | |
| SEI INVESTMENTS CO | 69,068 | $3,729,672 | New position | 2025-12-31 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 68,451 | $3,696,354 | New position | 2025-12-31 | |
| Brandywine Global Investment Management, LLC | 66,111 | $3,569,994 | New position | 2025-12-31 | |
| MALTESE CAPITAL MANAGEMENT LLC | 55,559 | $3,000,186 | New position | 2025-12-31 | |
| FRANKLIN RESOURCES INC | 54,564 | $2,946,456 | New position | 2025-12-31 | |
| Invesco Ltd. | 52,887 | $2,855,898 | New position | 2025-12-31 | |
| RHUMBLINE ADVISERS | 52,296 | $2,823,984 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 50,952 | $2,751,383 | New position | 2025-12-31 | |
| Creative Planning | 50,425 | $2,722,943 | New position | 2025-12-31 | |
| AlphaQuest LLC | 49,847 | $2,691,738 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 48,607 | $2,624,778 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29,316 | $2,506,431 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 41,077 | $2,218,158 | New position | 2025-12-31 | |
| MAI Capital Management | 40,276 | $2,174,917 | New position | 2025-12-31 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 39,875 | $2,153,250 | New position | 2025-12-31 | |
| FIRST MANHATTAN CO. LLC. | 38,785 | $2,094,390 | New position | 2025-12-31 | |
| Midwest Trust Co | 38,647 | $2,086,938 | New position | 2025-12-31 | |
| Visionary Wealth Advisors | 38,484 | $2,078,150 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 37,343 | $2,016,522 | New position | 2025-12-31 | |
| PRINCIPAL FINANCIAL GROUP INC | 36,225 | $1,956,150 | New position | 2025-12-31 | |
| Legal & General Group Plc | 36,109 | $1,949,885 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,595 | $1,922,130 | New position | 2025-12-31 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 35,498 | $1,916,892 | New position | 2025-12-31 | |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 32,696 | $1,765,584 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 29,635 | $1,600,290 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 29,034 | $1,567,836 | New position | 2025-12-31 | |
| Verition Fund Management LLC | 28,755 | $1,552,770 | New position | 2025-12-31 | |
| PRUDENTIAL FINANCIAL INC | 27,257 | $1,471,878 | New position | 2025-12-31 | |
| LAZARD ASSET MANAGEMENT LLC | 24,852 | $1,342,008 | New position | 2025-12-31 | |
| CITIGROUP INC | 24,687 | $1,333,098 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 24,075 | $1,300,115 | New position | 2025-12-31 | |
| Mutual Advisors, LLC | 24,067 | $1,299,632 | New position | 2025-12-31 | |
| OPPENHEIMER ASSET MANAGEMENT INC. | 23,843 | $1,287,522 | New position | 2025-12-31 | |
| Susquehanna Portfolio Strategies, LLC | 23,729 | $1,281,366 | New position | 2025-12-31 | |
| Rafferty Asset Management, LLC | 23,474 | $1,267,596 | New position | 2025-12-31 | |
| PANAGORA ASSET MANAGEMENT INC | 23,195 | $1,252,530 | New position | 2025-12-31 | |
| COMMERCE BANK | 21,465 | $1,159,110 | New position | 2025-12-31 | |
| Connor, Clark & Lunn Investment Management Ltd. | 20,665 | $1,115,910 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 20,613 | $1,113,104 | New position | 2025-12-31 | |
| ExodusPoint Capital Management, LP | 20,396 | $1,101,384 | New position | 2025-12-31 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 19,715 | $1,064,610 | New position | 2025-12-31 | |
| Knights of Columbus Asset Advisors LLC | 19,488 | $1,052,352 | New position | 2025-12-31 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17,983 | $971,082 | New position | 2025-12-31 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,058 | $921,132 | New position | 2025-12-31 | |
| JANUS HENDERSON GROUP PLC | 16,575 | $894,553 | New position | 2025-12-31 | |
| INTECH INVESTMENT MANAGEMENT LLC | 15,988 | $863,352 | New position | 2025-12-31 | |
| GLOBEFLEX CAPITAL L P | 14,579 | $787,266 | New position | 2025-12-31 | |
| Cornerstone Wealth Management, LLC | 13,547 | $731,534 | New position | 2025-12-31 | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,490 | $728,460 | New position | 2025-12-31 | |
| Cambria Investment Management, L.P. | 11,697 | $631,638 | New position | 2025-12-31 | |
| Quantbot Technologies LP | 11,463 | $619,002 | New position | 2025-12-31 | |
| Mariner, LLC | 11,413 | $616,047 | New position | 2025-12-31 | |
| STRS OHIO | 10,700 | $577,800 | New position | 2025-12-31 | |
| Sterling Capital Management LLC | 10,646 | $574,884 | New position | 2025-12-31 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 10,557 | $570,078 | New position | 2025-12-31 | |
| Arizona State Retirement System | 10,338 | $558,252 | New position | 2025-12-31 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 10,275 | $554,850 | New position | 2025-12-31 | |
| Police & Firemen's Retirement System of New Jersey | 10,181 | $549,774 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 9,442 | $509,869 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 9,101 | $491,441 | New position | 2025-12-31 | |
| Aquatic Capital Management LLC | 9,073 | $489,942 | New position | 2025-12-31 | |
| Quantinno Capital Management LP | 8,750 | $472,542 | New position | 2025-12-31 | |
| Y-Intercept (Hong Kong) Ltd | 8,133 | $439,182 | New position | 2025-12-31 | |
| KEYBANK NATIONAL ASSOCIATION/OH | 8,001 | $432,054 | New position | 2025-12-31 | |
| ALPS ADVISORS INC | 7,598 | $410,292 | New position | 2025-12-31 | |
| MIRABELLA FINANCIAL SERVICES LLP | 7,564 | $408,456 | New position | 2025-12-31 | |
| FMR LLC | 7,465 | $403,118 | New position | 2025-12-31 | |
| MARSHALL WACE, LLP | 7,277 | $392,958 | New position | 2025-12-31 | |
| Squarepoint Ops LLC | 7,080 | $382,320 | New position | 2025-12-31 | |
| Lido Advisors, LLC | 6,369 | $369,275 | New position | 2025-12-31 | |
| VOYA INVESTMENT MANAGEMENT LLC | 6,798 | $367,092 | New position | 2025-12-31 | |
| Focus Partners Wealth | 6,716 | $362,664 | New position | 2025-12-31 | |
| ProShare Advisors LLC | 6,707 | $362,178 | New position | 2025-12-31 | |
| Meramec Financial Planners, LLC | 6,036 | $361,497 | New position | 2025-12-31 | |
| TWO SIGMA INVESTMENTS, LP | 6,680 | $360,720 | New position | 2025-12-31 | |
| COURIER CAPITAL LLC | 6,416 | $346,464 | New position | 2025-12-31 | |
| LPL Financial LLC | 6,296 | $339,990 | New position | 2025-12-31 | |
| Pure Financial Advisors, LLC | 6,112 | $330,072 | New position | 2025-12-31 | |
| Corient Private Wealth LLC | 6,096 | $329,184 | New position | 2025-12-31 | |
| MQS Management LLC | 6,071 | $327,834 | New position | 2025-12-31 | |
| CANADA PENSION PLAN INVESTMENT BOARD | 6,000 | $324,000 | New position | 2025-12-31 | |
| FIRST FOUNDATION ADVISORS | 5,870 | $316,980 | New position | 2025-12-31 | |
| Weaver Consulting Group | 5,612 | $303,048 | New position | 2025-12-31 | |
| EP Wealth Advisors, LLC | 5,600 | $302,400 | New position | 2025-12-31 | |
| Pictet Asset Management Holding SA | 5,264 | $284,256 | New position | 2025-12-31 | |
| Cerity Partners LLC | 5,103 | $275,574 | New position | 2025-12-31 | |
| BAILARD, INC. | 5,000 | $270,000 | New position | 2025-12-31 | |
| Parkside Financial Bank & Trust | 4,874 | $263,197 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4,810 | $259,740 | New position | 2025-12-31 | |
| Integrated Investment Consultants, LLC | 4,678 | $252,612 | New position | 2025-12-31 | |
| Chicago Partners Investment Group LLC | 4,440 | $246,922 | New position | 2025-12-31 | |
| Atria Investments, Inc | 4,191 | $226,297 | New position | 2025-12-31 | |
| VICTORY CAPITAL MANAGEMENT INC | 4,177 | $225,558 | New position | 2025-12-31 | |
| MERITAGE PORTFOLIO MANAGEMENT | 4,070 | $219,780 | New position | 2025-12-31 | |
| Advisors Asset Management, Inc. | 4,043 | $218,322 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 3,974 | $214,596 | New position | 2025-12-31 | |
| BALYASNY ASSET MANAGEMENT L.P. | 3,966 | $214,164 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 3,066 | $165,564 | New position | 2025-12-31 | |
| FEDERATED HERMES, INC. | 2,890 | $156,060 | New position | 2025-12-31 | |
| ATWOOD & PALMER INC | 2,460 | $132,840 | New position | 2025-12-31 | |
| QUADRANT CAPITAL GROUP LLC | 2,317 | $125,118 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 2,089 | $113,000 | New position | 2025-12-31 | |
| COMERICA BANK | 1,995 | $107,760 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 1,838 | $99,244 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 1,250 | $67,500 | New position | 2025-12-31 | |
| DUNCKER STREETT & CO INC | 1,100 | $59,400 | New position | 2025-12-31 | |
| THRIVENT FINANCIAL FOR LUTHERANS | 995,541 | $53,759 | New position | 2025-12-31 | |
| EMERALD ADVISERS, LLC | 530 | $28,620 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 470 | $25,380 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 392 | $21,156 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 374 | $20,204 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 338 | $18,519 | New position | 2025-12-31 | |
| FIDUCIARY ADVISORS, INC. | 299 | $16,164 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 299 | $16,146 | New position | 2025-12-31 | |
| TD Waterhouse Canada Inc. | 265 | $14,294 | New position | 2025-12-31 | |
| UMB Bank, n.a. | 214 | $11,556 | New position | 2025-12-31 | |
| LM Advisors LLC | 585 | $10,832 | New position | 2025-12-31 | |
| Eurizon Capital SGR S.p.A. | 147 | $7,938 | New position | 2025-12-31 | |
| Quarry LP | 108 | $5,832 | New position | 2025-12-31 | |
| Optiver Holding B.V. | 104 | $5,616 | New position | 2025-12-31 | |
| DANSKE BANK A/S | 100 | $5,400 | New position | 2025-12-31 | |
| BROWN BROTHERS HARRIMAN & CO | 89 | $4,806 | New position | 2025-12-31 | |
| Arax Advisory Partners | 83 | $4,482 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 81 | $4,374 | ▼ -4 | 2025-12-31 | |
| Parallel Advisors, LLC | 54 | $2,916 | New position | 2025-12-31 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 46,519 | $2,512 | New position | 2025-12-31 | |
| Sunbelt Securities, Inc. | 45 | $2,430 | New position | 2025-12-31 | |
| Root Financial Partners, LLC | 44 | $2,376 | New position | 2025-12-31 | |
| GW&K Investment Management, LLC | 41,759 | $2,255 | New position | 2025-12-31 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 36,767 | $1,986 | New position | 2025-12-31 | |
| Allworth Financial LP | 31 | $1,674 | New position | 2025-12-31 | |
| Bogart Wealth, LLC | 30 | $1,620 | New position | 2025-12-31 | |
| Bare Financial Services, Inc | 23 | $1,242 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 22 | $1,188 | New position | 2025-12-31 | |
| Torren Management, LLC | 11 | $617 | New position | 2025-12-31 | |
| CSM Advisors, LLC | 11,341 | $613 | New position | 2025-12-31 | |
| DekaBank Deutsche Girozentrale | 10,317 | $430 | New position | 2025-12-31 | |
| Handelsbanken Fonder AB | 7,337 | $396 | New position | 2025-12-31 | |
| Keating Financial Advisory Services, Inc. | 5 | $270 | New position | 2025-12-31 | |
| TD PRIVATE CLIENT WEALTH LLC | 4 | $216 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 4 | $216 | New position | 2025-12-31 | |
| CWM, LLC | 3,478 | $188 | New position | 2025-12-31 | |
| CANADA LIFE ASSURANCE Co | 3,276 | $177 | New position | 2025-12-31 | |
| KBC Group NV | 3,084 | $166 | New position | 2025-12-31 | |
| AMALGAMATED BANK | 1,153 | $62 | New position | 2025-12-31 | |
| Orion Capital Management LLC | 1 | $54 | New position | 2025-12-31 | |
| HFM Investment Advisors, LLC | 1 | $54 | New position | 2025-12-31 | |
| BNP Paribas Asset Management Holding S.A. | 617 | $33 | New position | 2025-12-31 | |
| Covestor Ltd | 155 | $9 | New position | 2025-12-31 | |
| HANTZ FINANCIAL SERVICES, INC. | 76 | $4 | New position | 2025-12-31 |