← All institutions

Institutional Holdings

FMS

Ownership Summary

Institutions Holding
241
Total Shares Held
39,609,886
Total Value Held
$861,371,950
Quarter
2026-06-30

Active Positions

Increased Positions
89
15,517,106 shares
Decreased Positions
42
18,608,041 shares
Held Positions
38
4,837,057 shares
New Positions
45
647,682 shares
Sold Out Positions
27
1,765,171 shares
Institution Shares Value Change % of Portfolio Reported
PZENA INVESTMENT MANAGEMENT LLC 14,992,081 $338,970,952 ▼ -60,741 1.00% 2026-06-30
MORGAN STANLEY 4,347,748 $98,302,636 ▲ +1,862,938 0.01% 2026-06-30
Dodge & Cox 3,826,910 $86,526,435 Unchanged 0.05% 2026-06-30
BRANDES INVESTMENT PARTNERS, LP 1,916,090 $43,323,176 ▲ +305,241 0.30% 2026-06-30
MILLENNIUM MANAGEMENT LLC 1,571,805 $35,538,511 ▼ -69,496 0.01% 2026-06-30
TODD ASSET MANAGEMENT LLC 1,305,386 $29,514,940 ▲ +8,843 0.52% 2026-06-30
GOLDMAN SACHS GROUP INC 898,668 $20,318,888 ▲ +80,666 0.00% 2026-06-30
BlackRock, Inc. 860,302 $19,451,429 ▲ +232,633 0.00% 2026-06-30
Quantinno Capital Management LP 527,966 $11,937,327 ▲ +186,623 0.01% 2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 465,587 $10,526,922 ▲ +259,711 0.05% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 428,696 $9,692,471 ▲ +44,925 0.00% 2026-06-30
NORTHERN TRUST CORP 384,960 $8,703,946 ▲ +5,176 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 381,361 $8,622,583 ▲ +46,506 0.00% 2026-06-30
RAYMOND JAMES FINANCIAL INC 364,770 $8,247,454 ▼ -57,654 0.00% 2026-06-30
Creative Planning 297,333 $6,722,694 ▲ +113,515 0.00% 2026-06-30
ROYAL BANK OF CANADA 262,797 $5,942,000 ▲ +45,936 0.00% 2026-06-30
FMR LLC 245,682 $5,554,864 ▼ -49,707 0.00% 2026-06-30
ABC ARBITRAGE SA 239,751 $5,420,770 New position 0.59% 2026-06-30
JPMORGAN CHASE & CO 222,165 $5,043,147 ▲ +105,671 0.00% 2026-06-30
UBS Group AG 219,748 $4,968,502 ▲ +106,231 0.00% 2026-06-30
D. E. Shaw & Co., Inc. 210,747 $4,764,990 ▼ -218,585 0.00% 2026-06-30
ASSETMARK, INC 182,569 $4,127,878 ▲ +50,249 0.01% 2026-06-30
Trexquant Investment LP 179,887 $4,067,245 ▲ +146,297 0.02% 2026-06-30
Cinctive Capital Management LP 167,016 $3,776,232 ▲ +68,012 0.14% 2026-06-30
NIA IMPACT ADVISORS, LLC 136,769 $3,092,356 ▼ -10,828 1.28% 2026-06-30
JANE STREET GROUP, LLC 131,278 $2,968,196 ▲ +39,466 0.00% 2026-06-30
RITHOLTZ WEALTH MANAGEMENT 128,403 $2,903,193 ▲ +43,745 0.04% 2026-06-30
Tidal Investments LLC 99,790 $2,256,252 ▲ +48,885 0.00% 2026-06-30
STIFEL FINANCIAL CORP 95,180 $2,152,041 ▲ +14,516 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 93,700 $2,118,557 ▼ -7,192 0.00% 2026-06-30
QRG CAPITAL MANAGEMENT, INC. 89,267 $2,018,326 ▲ +12,139 0.02% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 89,122 $2,015,048 ▼ -246,668 0.00% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 84,703 $1,915,142 ▲ +45,967 0.00% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 83,644 $1,891,191 ▼ -1,189 0.00% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 82,048 $1,855,101 ▲ +18,053 0.00% 2026-06-30
SEARLE & CO. 80,725 $1,825,192 Unchanged 0.41% 2026-06-30
CITADEL ADVISORS LLC 78,748 $1,780,492 ▼ -24,130 0.00% 2026-06-30
Point72 Asset Management, L.P. 76,829 $1,737,104 ▼ -433,078 0.00% 2026-06-30
SEI INVESTMENTS CO 71,001 $1,605,420 ▼ -49,703 0.00% 2026-06-30
SIMPLEX TRADING, LLC 70,500 $1,594,005 ▼ -5,521 0.00% 2026-06-30
Pathstone Holdings, LLC 69,638 $1,574,508 ▲ +2,553 0.00% 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 66,897 $1,512,541 New position 0.00% 2026-06-30
XTX Topco Ltd 66,073 $1,493,911 New position 0.02% 2026-06-30
BANK OF MONTREAL /CAN/ 62,368 $1,410,140 ▲ +17,150 0.00% 2026-06-30
Advisors Asset Management, Inc. 60,931 $1,377,650 ▼ -5,093 0.02% 2026-06-30
BANK OF AMERICA CORP /DE/ 59,517 $1,345,691 ▼ -22,949 0.00% 2026-06-30
BAROMETER CAPITAL MANAGEMENT INC. 58,200 $1,315,902 ▲ +12,000 0.37% 2026-06-30
Crossmark Global Holdings, Inc. 57,893 $1,308,961 ▲ +1,270 0.02% 2026-06-30
TWO SIGMA INVESTMENTS, LP 57,673 $1,303,987 ▼ -156,701 0.00% 2026-06-30
MML INVESTORS SERVICES, LLC 57,365 $1,297,015 ▲ +22,629 0.00% 2026-06-30
LPL Financial LLC 56,890 $1,286,292 ▲ +3,558 0.00% 2026-06-30
Balyasny Asset Management L.P. 56,827 $1,284,858 New position 0.00% 2026-06-30
Mariner, LLC 45,425 $1,027,080 ▼ -4,681 0.00% 2026-06-30
Optiver Holding B.V. 44,664 $1,009,853 ▼ -41,636 0.00% 2026-06-30
Cerity Partners LLC 43,841 $991,254 ▲ +3,196 0.00% 2026-06-30
Callan Family Office, LLC 42,231 $954,842 ▲ +20,544 0.02% 2026-06-30
Vident Advisory, LLC 40,709 $920,428 ▼ -4,391 0.01% 2026-06-30
Uncommon Cents Investing LLC 40,545 $916,722 ▲ +50 0.20% 2026-06-30
Sequoia Financial Advisors, LLC 39,527 $893,708 ▲ +19,252 0.00% 2026-06-30
AMERICAN CENTURY COMPANIES INC 38,751 $876,160 ▲ +138 0.00% 2026-06-30
Summit Trail Advisors, LLC 37,189 $840,843 ▼ -305 0.01% 2026-06-30
OPPENHEIMER ASSET MANAGEMENT INC. 30,010 $678,526 ▲ +3,220 0.01% 2026-06-30
IEQ CAPITAL, LLC 28,855 $652,408 New position 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 28,469 $647,773 New position 0.00% 2026-06-30
Summit Financial, LLC 28,228 $638,239 ▲ +131 0.01% 2026-06-30
Bank of New York Mellon Corp 28,081 $634,909 ▲ +7,412 0.00% 2026-06-30
Orion Porfolio Solutions, LLC 28,057 $634,383 ▲ +5,521 0.00% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 27,642 $624,986 New position 0.00% 2026-06-30
Vanguard Personalized Indexing Management, LLC 27,587 $623,742 ▲ +4,205 0.01% 2026-06-30
Caprock Group, LLC 26,305 $594,760 ▲ +4,036 0.01% 2026-06-30
LANARK FINANCIAL, INC. 24,007 $542,798 ▲ +2,913 0.04% 2026-06-30
GLENMEDE TRUST CO NA 21,763 $492,061 ▲ +929 0.00% 2026-06-30
GAMMA Investing LLC 21,695 $490,524 ▲ +13,687 0.02% 2026-06-30
DMC Group, LLC 21,588 $488,105 ▼ -872 0.33% 2026-06-30
GUGGENHEIM CAPITAL LLC 21,586 $488,059 ▼ -84 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 21,069 $476,370 ▼ -1,939 0.00% 2026-06-30
Steward Partners Investment Advisory, LLC 20,853 $471,476 ▲ +20,809 0.00% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 20,729 $468,677 ▲ +1,266 0.00% 2026-06-30
Cetera Investment Advisers 19,651 $444,308 ▲ +3,734 0.00% 2026-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 18,485 $417,946 ▼ -4,436 0.01% 2026-06-30
FIFTH THIRD BANCORP 18,375 $415,459 ▼ -390 0.00% 2026-06-30
Aaron Wealth Advisors LLC 18,099 $409,218 ▲ +1,683 0.02% 2026-06-30
Schonfeld Strategic Advisors LLC 17,122 $387,127 ▼ -51,442 0.00% 2026-06-30
Laird Norton Wetherby Trust Company, LLC 16,716 $377,949 ▲ +1,291 0.01% 2026-06-30
Kathmere Capital Management, LLC 16,013 $362,054 ▲ +6,323 0.02% 2026-06-30
MEYER HANDELMAN CO 16,000 $361,760 Unchanged 0.01% 2026-06-30
Versant Capital Management, Inc 15,507 $350,613 ▲ +5,829 0.03% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 14,925 $346,858 ▲ +258 0.00% 2026-06-30
Riverwater Partners LLC 15,306 $346,069 Unchanged 0.10% 2026-06-30
UMB Bank, n.a. 15,209 $343,876 ▲ +59 0.00% 2026-06-30
PING CAPITAL MANAGEMENT, INC. 15,000 $339,150 Unchanged 0.08% 2026-06-30
Baron Wealth Management LLC 14,860 $335,987 New position 0.09% 2026-06-30
OSAIC HOLDINGS, INC. 14,547 $328,939 ▲ +1,538 0.00% 2026-06-30
LODESTAR PRIVATE ASSET MANAGEMENT LLC 13,532 $305,959 Unchanged 0.03% 2026-06-30
D'Orazio & Associates, Inc. 13,511 $305,484 ▲ +4,606 0.04% 2026-06-30
Focus Partners Wealth 13,298 $300,691 New position 0.00% 2026-06-30
Transmarket Holdings LP 12,979 $293,455 New position 0.22% 2026-06-30
SYON CAPITAL LLC 12,902 $291,714 New position 0.01% 2026-06-30
NEUBERGER BERMAN GROUP LLC 12,804 $289,489 New position 0.00% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 12,784 $289,046 Unchanged 0.00% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 12,711 $287,395 ▼ -2,815 0.00% 2026-06-30
TRUIST FINANCIAL CORP 12,667 $286,394 ▲ +1,743 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 12,588 $284,614 ▼ -2,713 0.00% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,706 $281,172 New position 0.00% 2026-06-30
UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,586 $261,953 ▲ +1,487 0.00% 2026-06-30
Trek Financial, LLC 11,310 $255,719 ▲ +198 0.01% 2026-06-30
LVW Advisors, LLC 10,627 $240,277 ▼ -2,719 0.02% 2026-06-30
TWO SIGMA SECURITIES, LLC 10,479 $236,930 New position 0.02% 2026-06-30
One Capital Management, LLC 10,482 $236,473 Unchanged 0.01% 2026-06-30
SIGNATUREFD, LLC 9,947 $224,910 ▲ +2,302 0.00% 2026-06-30
PKS Advisory Services, LLC 9,885 $223,505 New position 0.04% 2026-06-30
Kimelman & Baird, LLC 9,734 $220,086 Unchanged 0.02% 2026-06-30
PNC Financial Services Group, Inc. 9,336 $211,087 ▼ -583 0.00% 2026-06-30
HUB Investment Partners, LLC 9,147 $206,814 New position 0.00% 2026-06-30
COMMONS CAPITAL, LLC 8,895 $201,116 Unchanged 0.14% 2026-06-30
Arbor Investment Advisors, LLC 8,874 $200,641 New position 0.02% 2026-06-30
Parallel Advisors, LLC 4,195 $94,849 ▼ -437 0.00% 2026-06-30
Integrated Wealth Concepts LLC 4,006 $90,568 New position 0.00% 2026-06-30
Blue Trust, Inc. 3,884 $87,820 ▲ +330 0.00% 2026-06-30
Allworth Financial LP 3,552 $80,311 ▲ +850 0.00% 2026-06-30
Quantbot Technologies LP 2,563 $57,949 New position 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 2,541 $57,453 ▲ +218 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 2,413 $54,558 ▼ -1,722 0.00% 2026-06-30
Cromwell Holdings LLC 2,275 $51,438 Unchanged 0.02% 2026-06-30
Rockefeller Capital Management L.P. 2,077 $46,965 ▲ +327 0.00% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,060 $46,580 ▲ +322 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 1,808 $40,879 New position 0.00% 2026-06-30
Arax Advisory Partners 1,760 $39,794 ▲ +894 0.00% 2026-06-30
Cape Investment Advisory, Inc. 1,722 $38,935 New position 0.01% 2026-06-30
Clearstead Advisors, LLC 1,613 $36,470 New position 0.00% 2026-06-30
Hartford Financial Management Inc. 1,508 $34,096 ▼ -477 0.01% 2026-06-30
Atlantic Union Bankshares Corp 1,500 $33,915 Unchanged 0.00% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 1,473 $33,305 ▲ +536 0.00% 2026-06-30
PARADIGM ASSET MANAGEMENT CO LLC 697 $31,477 Unchanged 0.01% 2026-06-30
Farther Finance Advisors, LLC 1,377 $31,134 ▼ -530 0.00% 2026-06-30
VALLEY NATIONAL ADVISERS INC 1,324 $29,936 ▼ -73 0.00% 2026-06-30
Davis Capital Management 1,292 $29,212 New position 0.02% 2026-06-30
TD Waterhouse Canada Inc. 1,256 $28,740 Unchanged 0.00% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 1,100 $24,871 ▼ -15 0.00% 2026-06-30
Smartleaf Asset Management LLC 1,073 $24,357 Unchanged 0.00% 2026-06-30
Guardian Partners Inc. 1,000 $22,610 New position 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 945 $21,366 ▲ +76 0.00% 2026-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 926 $20,937 Unchanged 0.00% 2026-06-30
CITIGROUP INC 850 $19,218 ▼ -638 0.00% 2026-06-30
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 816,200 $18,454 Unchanged 0.13% 2026-06-30
Pacer Advisors, Inc. 387,540 $17,535 ▲ +112,540 0.04% 2026-06-30
Leonteq Securities AG 750 $16,958 Unchanged 0.00% 2026-06-30
Larson Financial Group LLC 669 $15,126 ▲ +349 0.00% 2026-06-30
Global Retirement Partners, LLC 669 $15,126 ▲ +69 0.00% 2026-06-30
EASTERN BANK 591 $13,365 ▲ +382 0.00% 2026-06-30
MONTAG A & ASSOCIATES INC 586 $13,250 ▲ +77 0.00% 2026-06-30
Owl Creek Wealth Partners LLC 540 $12,210 ▲ +445 0.00% 2026-06-30
MB, LEVIS & ASSOCIATES, LLC 478 $10,808 Unchanged 0.00% 2026-06-30
IFP Advisors, Inc 464 $10,491 Unchanged 0.00% 2026-06-30
FINANCIAL CONSULATE, INC 460 $10,401 ▲ +128 0.00% 2026-06-30
Transamerica Financial Advisors, LLC 413 $9,337 ▲ +314 0.00% 2026-06-30
Markowski Investments 409 $9,258 New position 0.00% 2026-06-30
True Wealth Design, LLC 338 $7,643 ▲ +139 0.00% 2026-06-30
Silver Grove Financial Group, Inc. 330 $7,461 New position 0.00% 2026-06-30
JNBA Financial Advisors 301 $6,815 Unchanged 0.00% 2026-06-30
ELEVATION WEALTH PARTNERS, LLC 259 $5,856 New position 0.00% 2026-06-30
WealthCollab, LLC 219 $4,952 Unchanged 0.00% 2026-06-30
HRT FINANCIAL LP 205,722 $4,651 ▲ +119,885 0.01% 2026-06-30
Glen Eagle Advisors, LLC 204 $4,619 ▲ +95 0.00% 2026-06-30
LifeSteps Financial, Inc. 200 $4,522 New position 0.00% 2026-06-30
Quest 10 Wealth Builders, Inc. 200 $4,522 New position 0.00% 2026-06-30
Bruce G. Allen Investments, LLC 193 $4,364 ▼ -1,336 0.00% 2026-06-30
MATHER GROUP, LLC. 150 $3,392 New position 0.00% 2026-06-30
KELLEHER FINANCIAL ADVISORS 143 $3,234 New position 0.00% 2026-06-30
Cornerstone Planning Group LLC 116 $2,819 ▲ +83 0.00% 2026-06-30
FIDUCIARY FINANCIAL ADVISORS 112 $2,510 New position 0.00% 2026-06-30
Signature Equity Partners, LLC 104 $2,351 ▲ +20 0.00% 2026-06-30
MANNING & NAPIER ADVISORS LLC 100 $2,270 ▲ +19 0.00% 2026-06-30
RAFFA WEALTH MANAGEMENT, LLC 88 $1,990 Unchanged 0.00% 2026-06-30
HIGHLINE WEALTH PARTNERS LLC 85 $1,922 Unchanged 0.00% 2026-06-30
Bell Investment Advisors, Inc 84 $1,900 New position 0.00% 2026-06-30
HANTZ FINANCIAL SERVICES, INC. 82,644 $1,869 ▲ +228 0.03% 2026-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 82 $1,854 ▲ +20 0.00% 2026-06-30
JFS WEALTH ADVISORS, LLC 79 $1,787 Unchanged 0.00% 2026-06-30
Physician Wealth Advisors, Inc. 74 $1,674 Unchanged 0.00% 2026-06-30
First Command Advisory Services, Inc. 71 $1,605 New position 0.00% 2026-06-30
Elequin Capital, LP 68 $1,537 New position 0.00% 2026-06-30
CVA Family Office, LLC 67 $1,515 Unchanged 0.00% 2026-06-30
Arlington Trust Co LLC 61 $1,379 Unchanged 0.00% 2026-06-30
JPL Wealth Management, LLC 53 $1,199 New position 0.00% 2026-06-30
Kilter Group LLC 50 $1,131 New position 0.00% 2026-06-30
Cornerstone Financial Management LLC 49 $1,108 ▲ +23 0.00% 2026-06-30
Principia Wealth Advisory, LLC 43 $972 ▲ +5 0.00% 2026-06-30
GROUP ONE TRADING LLC 35 $791 Unchanged 0.00% 2026-06-30
Retirement Wealth Solutions LLC 33 $747 ▼ -45 0.00% 2026-06-30
American Capital Advisory, LLC 26 $588 ▼ -48 0.00% 2026-06-30
Stone House Investment Management, LLC 25 $565 Unchanged 0.00% 2026-06-30
GHP Investment Advisors, Inc. 24 $543 Unchanged 0.00% 2026-06-30
SHP Wealth Management 24 $543 New position 0.00% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 22 $497 New position 0.00% 2026-06-30
Investors Research Corp 21 $475 Unchanged 0.00% 2026-06-30
Burk Holdings LLC 20 $452 Unchanged 0.00% 2026-06-30
MV CAPITAL MANAGEMENT, INC. 19 $430 ▼ -2 0.00% 2026-06-30
Plante Moran Financial Advisors, LLC 17 $384 New position 0.00% 2026-06-30
LRI Investments, LLC 17 $384 New position 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 15 $339 Unchanged 0.00% 2026-06-30
NATIXIS ADVISORS, LLC 14,314 $323 ▲ +1,042 0.00% 2026-06-30
SG Americas Securities, LLC 10,341 $234 ▲ +120 0.00% 2026-06-30
SJS Investment Consulting Inc. 10 $227 ▼ -96 0.00% 2026-06-30
Highland Investment Advisors LLC 9 $203 New position 0.00% 2026-06-30
Bogart Wealth, LLC 8 $181 ▲ +7 0.00% 2026-06-30
WHITTIER TRUST CO 6 $142 New position 0.00% 2026-06-30
Abound Wealth Management 6 $136 Unchanged 0.00% 2026-06-30
Monetary Solutions, Ltd 4 $90 New position 0.00% 2026-06-30
Triumph Capital Management 3 $68 Unchanged 0.00% 2026-06-30
Cassaday & Co Wealth Management LLC 3 $68 Unchanged 0.00% 2026-06-30
Axiom Investment Management LLC 2 $45 New position 0.00% 2026-06-30
Centerpoint Advisors, LLC 944 $21 Unchanged 0.01% 2026-06-30
GW&K Investment Management, LLC 81 $2 ▲ +1 0.00% 2026-06-30
Integral Health Asset Management, LLC 0 $0 Sold out 2026-06-30
Moran Wealth Management, LLC 0 $0 Sold out 2026-06-30
HENNESSY ADVISORS INC 0 $0 Sold out 2026-06-30
DIVERSIFIED MANAGEMENT INC 0 $0 Sold out 2026-06-30
Engineers Gate Manager LP 0 $0 Sold out 2026-06-30
Nuveen, LLC 0 $0 Sold out 2026-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
Qube Research & Technologies Ltd 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
Squarepoint Ops LLC 0 $0 Sold out 2026-06-30
Aquatic Capital Management LLC 0 $0 Sold out 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 0 $0 Sold out 2026-06-30
AXQ CAPITAL, LP 0 $0 Sold out 2026-06-30
MAI Capital Management 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
Autumn Glory Partners, LLC 0 $0 Sold out 2026-06-30
Intentional Wealth Strategies, LLC 0 $0 Sold out 2026-06-30
TD PRIVATE CLIENT WEALTH LLC 0 $0 Sold out 2026-06-30
TWIN PEAKS WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
Annis Gardner Whiting Capital Advisors, LLC 0 $0 Sold out 2026-06-30
Federation des caisses Desjardins du Quebec 0 $0 Sold out 2026-06-30
Frazier Financial Advisors, LLC 0 $0 Sold out 2026-06-30
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0 $0 Sold out 2026-06-30
Innovative Asset Advisors Group, LLC 0 $0 Sold out 2026-06-30
SALEM INVESTMENT COUNSELORS INC 0 $0 Sold out 2026-06-30
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30