← All institutions
Institutional Holdings
HLNOwnership Summary
Institutions Holding
553
Total Shares Held
597,441,902
Total Value Held
$5,415,255,421
Quarter
2026-06-30
Active Positions
Increased Positions
180
446,370,687 shares
Decreased Positions
176
136,213,364 shares
Held Positions
72
2,013,175 shares
New Positions
72
12,844,676 shares
Sold Out Positions
53
7,213,263 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Dodge & Cox | 149,934,507 | $1,398,888,950 | ▲ +3,394,844 | 0.73% | 2026-06-30 |
| FMR LLC | 120,991,250 | $1,128,848,360 | ▲ +7,022,091 | 0.05% | 2026-06-30 |
| Clearbridge Investments, LLC | 32,342,126 | $301,752,032 | ▲ +623,401 | 0.25% | 2026-06-30 |
| MORGAN STANLEY | 19,461,762 | $181,578,262 | ▲ +295,509 | 0.01% | 2026-06-30 |
| HARRIS ASSOCIATES L P | 16,833,252 | $157,054,241 | ▲ +1,801,211 | 0.21% | 2026-06-30 |
| Harding Loevner LP | 15,414,796 | $147,817,757 | ▼ -297,754 | 1.39% | 2026-06-30 |
| Nuveen, LLC | 15,332,859 | $143,055,570 | ▲ +6,633,766 | 0.03% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14,181,817 | $132,316,353 | ▼ -492,701 | 0.06% | 2026-06-30 |
| Aristotle Capital Management, LLC | 19,005,740 | $121,141,294 | ▼ -1,172,860 | 0.25% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 10,850,097 | $101,231,407 | ▼ -84,131 | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 10,824,395 | $100,991,616 | ▲ +2,544,927 | 0.01% | 2026-06-30 |
| Point72 Asset Management, L.P. | 9,264,255 | $86,435,499 | ▲ +2,690,217 | 0.10% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 7,278,875 | $67,911,909 | ▲ +1,014,834 | 0.02% | 2026-06-30 |
| NORGES BANK | 7,175,000 | $66,942,750 | New position | 0.01% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 7,116,095 | $65,752,882 | ▼ -1,970,433 | 0.03% | 2026-06-30 |
| Douglas Lane & Associates, LLC | 6,692,390 | $62,439,995 | ▼ -1,393 | 0.85% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 6,276,154 | $58,555,920 | ▼ -758,624 | 0.01% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 5,394,442 | $50,330,141 | ▼ -733,010 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 4,924,330 | $45,944,004 | ▲ +901,581 | 0.01% | 2026-06-30 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4,783,989 | $44,634,617 | ▲ +3,116,495 | 0.19% | 2026-06-30 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,481,615 | $41,842,598 | ▲ +125,239 | 0.11% | 2026-06-30 |
| First Eagle Investment Management, LLC | 4,224,856 | $39,417,910 | ▲ +192,213 | 0.06% | 2026-06-30 |
| BlackRock, Inc. | 3,977,539 | $37,110,438 | ▼ -1,273,418 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 3,965,011 | $36,993,552 | ▼ -916,326 | 0.00% | 2026-06-30 |
| CIBC Bancorp USA Inc. | 3,856,063 | $35,986,757 | ▼ -97,450 | 0.04% | 2026-06-30 |
| JANE STREET GROUP, LLC | 3,669,116 | $34,232,852 | ▲ +1,377,348 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 3,385,489 | $31,587,000 | ▲ +321,573 | 0.00% | 2026-06-30 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,273,583 | $30,542,528 | ▼ -1,555,065 | 0.01% | 2026-06-30 |
| Bank of New York Mellon Corp | 3,272,543 | $30,532,830 | ▲ +676,089 | 0.01% | 2026-06-30 |
| VAN ECK ASSOCIATES CORP | 3,095,451 | $28,880,558 | ▼ -1,543,986 | 0.02% | 2026-06-30 |
| WCM INVESTMENT MANAGEMENT, LLC | 2,623,246 | $24,474,885 | ▲ +898,187 | 0.04% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 2,604,559 | $24,300,563 | ▲ +422,651 | 0.02% | 2026-06-30 |
| D. E. Shaw & Co., Inc. | 2,525,293 | $23,560,984 | ▲ +2,316,228 | 0.01% | 2026-06-30 |
| PRINCIPAL FINANCIAL GROUP INC | 2,124,667 | $19,823,143 | ▼ -678,863 | 0.01% | 2026-06-30 |
| LPL Financial LLC | 2,036,156 | $18,997,330 | ▲ +286,069 | 0.00% | 2026-06-30 |
| Night Squared LP | 1,726,555 | $16,108,758 | New position | 1.73% | 2026-06-30 |
| CLARK ESTATES INC/NY | 1,700,000 | $15,861,000 | ▲ +300,000 | 3.66% | 2026-06-30 |
| CITADEL ADVISORS LLC | 1,674,632 | $15,624,317 | ▲ +655,467 | 0.00% | 2026-06-30 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,562,134 | $14,574,715 | ▼ -21,596 | 0.05% | 2026-06-30 |
| CITIGROUP INC | 1,507,538 | $14,065,333 | ▲ +177,604 | 0.00% | 2026-06-30 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,486,022 | $13,864,588 | ▼ -411,672 | 0.03% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 1,295,541 | $12,087,393 | ▼ -229,491 | 0.00% | 2026-06-30 |
| UBS Group AG | 1,225,674 | $11,435,539 | ▲ +129,551 | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 1,151,189 | $10,740,595 | ▼ -70,310 | 0.01% | 2026-06-30 |
| ABC ARBITRAGE SA | 1,109,295 | $10,349,722 | ▲ +631,918 | 1.12% | 2026-06-30 |
| Russell Investments Group, Ltd. | 1,108,033 | $10,337,943 | ▲ +68,356 | 0.01% | 2026-06-30 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,101,870 | $10,280,447 | ▼ -29,533 | 0.01% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 992,921 | $9,263,953 | ▼ -141,610 | 0.00% | 2026-06-30 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 957,121 | $8,929,939 | ▲ +161,718 | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 932,186 | $8,697,295 | New position | 0.00% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 908,864 | $8,479,701 | ▼ -37,769 | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 773,503 | $7,216,783 | ▲ +550,795 | 0.02% | 2026-06-30 |
| Mariner, LLC | 771,516 | $7,198,251 | ▲ +134,729 | 0.01% | 2026-06-30 |
| SEI INVESTMENTS CO | 757,480 | $7,067,191 | ▼ -528,005 | 0.01% | 2026-06-30 |
| Crossmark Global Holdings, Inc. | 749,194 | $6,989,980 | ▼ -171 | 0.09% | 2026-06-30 |
| Callan Family Office, LLC | 705,978 | $6,586,779 | ▼ -28,592 | 0.13% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 702,611 | $6,555,360 | ▲ +18,053 | 0.00% | 2026-06-30 |
| Darwins River Capital, LP | 676,329 | $6,310,150 | New position | 3.46% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 663,207 | $6,187,721 | ▼ -68 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 650,820 | $6,072,151 | ▼ -53,648 | 0.01% | 2026-06-30 |
| Welch & Forbes LLC | 643,501 | $6,003,864 | Unchanged | 0.07% | 2026-06-30 |
| Creative Planning | 567,208 | $5,292,055 | ▼ -63,789 | 0.00% | 2026-06-30 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 512,009 | $4,777,044 | ▲ +35,746 | 0.05% | 2026-06-30 |
| Quadrature Capital Ltd | 509,864 | $4,757,031 | ▲ +460,302 | 0.04% | 2026-06-30 |
| TRUIST FINANCIAL CORP | 504,080 | $4,703,067 | ▲ +5,187 | 0.01% | 2026-06-30 |
| Scharf Investments, LLC | 485,251 | $4,527,392 | ▼ -665,499 | 0.15% | 2026-06-30 |
| Orion Porfolio Solutions, LLC | 478,177 | $4,461,391 | ▲ +90,018 | 0.03% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 463,150 | $4,321,185 | ▼ -1,574 | 0.00% | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | 443,519 | $4,138,041 | ▲ +9,626 | 0.03% | 2026-06-30 |
| Cerity Partners LLC | 443,467 | $4,137,549 | ▼ -15,738 | 0.01% | 2026-06-30 |
| CIDEL ASSET MANAGEMENT INC | 423,205 | $3,948,500 | ▼ -50,487 | 0.19% | 2026-06-30 |
| BARCLAYS PLC | 412,788 | $3,851,312 | ▲ +389,425 | 0.00% | 2026-06-30 |
| Third View Private Wealth, LLC | 412,429 | $3,847,961 | ▲ +50,007 | 0.47% | 2026-06-30 |
| Savant Capital, LLC | 391,297 | $3,767,811 | ▲ +271,059 | 0.01% | 2026-06-30 |
| Bridgewater Associates, LP | 403,127 | $3,761,175 | New position | 0.02% | 2026-06-30 |
| Tidal Investments LLC | 390,259 | $3,641,116 | ▼ -779,210 | 0.01% | 2026-06-30 |
| QRG CAPITAL MANAGEMENT, INC. | 383,552 | $3,578,545 | ▲ +4,035 | 0.03% | 2026-06-30 |
| Schonfeld Strategic Advisors LLC | 363,872 | $3,394,925 | New position | 0.01% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 342,734 | $3,197,712 | ▲ +145,113 | 0.00% | 2026-06-30 |
| Sanctuary Advisors, LLC | 340,028 | $3,172,466 | ▲ +44,903 | 0.01% | 2026-06-30 |
| GAM Holding AG | 330,494 | $3,083,509 | Unchanged | 0.24% | 2026-06-30 |
| Fisher Asset Management, LLC | 329,891 | $3,077,884 | ▲ +2,760 | 0.00% | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | 314,017 | $2,929,776 | ▼ -11,141 | 0.03% | 2026-06-30 |
| LGT Group Foundation | 307,275 | $2,866,876 | ▲ +9,906 | 0.03% | 2026-06-30 |
| MANNING & NAPIER ADVISORS LLC | 300,561 | $2,804,234 | ▼ -5,948 | 0.04% | 2026-06-30 |
| BENJAMIN EDWARDS INC | 280,008 | $2,612,216 | ▲ +48,902 | 0.02% | 2026-06-30 |
| FOUNDERS FINANCIAL SECURITIES LLC | 275,444 | $2,569,893 | ▲ +72,398 | 0.13% | 2026-06-30 |
| EAGLE GLOBAL ADVISORS LLC | 268,302 | $2,503,256 | ▼ -49,698 | 0.08% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 259,261 | $2,418,901 | ▼ -34,704 | 0.00% | 2026-06-30 |
| TRILLIUM ASSET MANAGEMENT, LLC | 245,427 | $2,289,837 | ▼ -4,369 | 0.07% | 2026-06-30 |
| DAVENPORT & Co LLC | 244,030 | $2,276,798 | ▼ -5,611 | 0.01% | 2026-06-30 |
| Cetera Investment Advisers | 241,966 | $2,257,544 | ▼ -5,775 | 0.00% | 2026-06-30 |
| Focus Partners Wealth | 221,287 | $2,064,628 | ▲ +25,739 | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 217,576 | $2,029,984 | ▲ +420 | 0.00% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 215,694 | $2,012,422 | New position | 0.00% | 2026-06-30 |
| KEYBANK NATIONAL ASSOCIATION/OH | 214,267 | $1,999,113 | ▲ +6,744 | 0.01% | 2026-06-30 |
| Vident Advisory, LLC | 214,226 | $1,998,729 | ▼ -21,296 | 0.01% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 208,336 | $1,943,775 | ▼ -344,916 | 0.01% | 2026-06-30 |
| Engineers Gate Manager LP | 200,344 | $1,869,210 | New position | 0.02% | 2026-06-30 |
| 1832 Asset Management L.P. | 197,025 | $1,838,243 | ▼ -1,850 | 0.00% | 2026-06-30 |
| FACTORY MUTUAL INSURANCE CO | 196,537 | $1,833,690 | Unchanged | 0.02% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 195,825 | $1,827,048 | ▲ +2,075 | 0.00% | 2026-06-30 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 192,126 | $1,792,536 | Unchanged | 0.01% | 2026-06-30 |
| Altshuler Shaham Ltd | 187,252 | $1,747,061 | ▼ -9,126 | 0.02% | 2026-06-30 |
| CHOREO, LLC | 184,502 | $1,721,403 | ▼ -13,505 | 0.02% | 2026-06-30 |
| 2Xideas AG | 370,389 | $1,708,694 | ▼ -67,080 | 0.74% | 2026-06-30 |
| MILFORD FUNDS LTD | 180,000 | $1,679,400 | Unchanged | 0.03% | 2026-06-30 |
| Atria Investments, Inc | 178,931 | $1,669,427 | ▲ +12,323 | 0.02% | 2026-06-30 |
| Pathstone Holdings, LLC | 178,766 | $1,667,900 | ▲ +23,018 | 0.00% | 2026-06-30 |
| PARADIGM ASSET MANAGEMENT CO LLC | 357,400 | $1,649,346 | ▲ +280 | 0.35% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 174,951 | $1,632,293 | ▼ -33,464 | 0.01% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 171,389 | $1,599,060 | ▼ -14,210 | 0.00% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 167,556 | $1,563,301 | ▼ -21,329 | 0.00% | 2026-06-30 |
| PRINCIPAL SECURITIES, INC. | 148,878 | $1,389,030 | ▲ +202 | 0.02% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 142,972 | $1,334,051 | ▲ +13,819 | 0.00% | 2026-06-30 |
| Corient Private Wealth LP | 139,388 | $1,300,493 | ▲ +609 | 0.00% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 138,185 | $1,289,262 | ▲ +18,399 | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 133,508 | $1,245,631 | ▲ +21,693 | 0.00% | 2026-06-30 |
| HB Wealth Management, LLC | 133,227 | $1,243,008 | ▼ -5,045 | 0.01% | 2026-06-30 |
| Squarepoint Ops LLC | 127,143 | $1,186,244 | New position | 0.00% | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | 126,415 | $1,179,452 | ▼ -20,288 | 0.02% | 2026-06-30 |
| Havemeyer Place LP | 124,409 | $1,160,736 | New position | 0.11% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 122,399 | $1,142,002 | ▼ -4,981,110 | 0.00% | 2026-06-30 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 119,876 | $1,118,444 | ▲ +7,181 | 0.02% | 2026-06-30 |
| GUGGENHEIM CAPITAL LLC | 111,972 | $1,044,699 | ▲ +32,851 | 0.01% | 2026-06-30 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 106,258 | $991,387 | ▲ +1,869 | 0.02% | 2026-06-30 |
| REGIONS FINANCIAL CORP | 105,546 | $984,744 | ▼ -27,166 | 0.01% | 2026-06-30 |
| Merit Financial Group, LLC | 101,892 | $950,656 | ▲ +25,188 | 0.01% | 2026-06-30 |
| STEPHENS INC /AR/ | 101,287 | $945,009 | ▲ +8,202 | 0.01% | 2026-06-30 |
| American Assets Investment Management, LLC | 100,000 | $933,000 | Unchanged | 0.06% | 2026-06-30 |
| Blue Trust, Inc. | 98,875 | $922,502 | ▲ +11,319 | 0.01% | 2026-06-30 |
| Archford Capital Strategies, LLC | 98,570 | $919,654 | ▼ -52,425 | 0.09% | 2026-06-30 |
| ExodusPoint Capital Management, LP | 98,433 | $918,380 | New position | 0.01% | 2026-06-30 |
| SIGNATUREFD, LLC | 95,033 | $886,655 | ▼ -3,575 | 0.01% | 2026-06-30 |
| SmartHarvest Portfolios, LLC | 94,892 | $885,342 | ▲ +33,118 | 0.29% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 84,203 | $821,819 | ▲ +8,704 | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 86,582 | $807,810 | ▼ -184,992 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 86,415 | $806,252 | ▼ -7,768 | 0.01% | 2026-06-30 |
| XTX Topco Ltd | 84,547 | $788,824 | ▼ -294,803 | 0.01% | 2026-06-30 |
| NewEdge Wealth, LLC | 84,393 | $787,389 | ▲ +3,634 | 0.01% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 83,638 | $780,343 | New position | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 81,966 | $762,547 | ▲ +79,039 | 0.01% | 2026-06-30 |
| BROWN ADVISORY INC | 79,244 | $739,348 | ▼ -132 | 0.00% | 2026-06-30 |
| M&T Bank Corp | 78,524 | $732,477 | ▲ +12,070 | 0.00% | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | 78,495 | $732,356 | ▼ -1,449 | 0.02% | 2026-06-30 |
| Ascent Group, LLC | 76,122 | $710,213 | ▲ +11,684 | 0.02% | 2026-06-30 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 75,364 | $703,144 | ▲ +758 | 0.15% | 2026-06-30 |
| IEQ CAPITAL, LLC | 72,543 | $676,824 | ▼ -11,134 | 0.00% | 2026-06-30 |
| AXXCESS WEALTH MANAGEMENT, LLC | 72,402 | $675,510 | ▲ +13,294 | 0.01% | 2026-06-30 |
| Naviter Wealth, LLC | 72,071 | $672,419 | ▲ +17,215 | 0.06% | 2026-06-30 |
| Tweedy, Browne Co LLC | 72,035 | $672,087 | ▼ -715 | 0.05% | 2026-06-30 |
| Future Fund LLC | 70,144 | $654,444 | ▲ +894 | 0.19% | 2026-06-30 |
| EntryPoint Capital, LLC | 69,665 | $649,974 | ▲ +31,766 | 0.16% | 2026-06-30 |
| MGO ONE SEVEN LLC | 68,903 | $642,861 | ▼ -966 | 0.01% | 2026-06-30 |
| Legacy Wealth Asset Management, LLC | 67,871 | $633,236 | ▼ -31 | 0.14% | 2026-06-30 |
| One Wealth Advisors, LLC | 66,077 | $616,498 | ▼ -1,301 | 0.07% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 59,667 | $597,267 | ▼ -3,891 | 0.00% | 2026-06-30 |
| GLENMEDE TRUST CO NA | 63,613 | $593,509 | ▼ -6,534 | 0.00% | 2026-06-30 |
| Argent Trust Co | 63,215 | $589,795 | ▼ -1,065 | 0.02% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,815 | $586,064 | ▼ -96,479 | 0.00% | 2026-06-30 |
| Fiduciary Trust Co | 60,765 | $566,938 | ▼ -7,200 | 0.01% | 2026-06-30 |
| CIBC Asset Management Inc | 60,500 | $564,465 | ▲ +7,035 | 0.00% | 2026-06-30 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 60,240 | $562,040 | ▼ -1,879 | 0.01% | 2026-06-30 |
| &PARTNERS | 59,800 | $557,930 | ▲ +121 | 0.00% | 2026-06-30 |
| Dynasty Wealth Management, LLC | 59,656 | $556,592 | ▼ -7,721 | 0.00% | 2026-06-30 |
| Waverly Advisors, LLC | 58,722 | $547,881 | ▲ +3,237 | 0.00% | 2026-06-30 |
| KAHN BROTHERS GROUP INC | 58,341 | $544,321 | ▲ +1,910 | 0.09% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 56,182 | $520,842 | ▼ -45,880 | 0.00% | 2026-06-30 |
| Graham Capital Management, L.P. | 55,057 | $513,682 | ▲ +6,802 | 0.01% | 2026-06-30 |
| Aaron Wealth Advisors LLC | 54,977 | $512,935 | ▲ +8,101 | 0.03% | 2026-06-30 |
| SUMMITRY LLC | 54,132 | $505,050 | ▲ +1,181 | 0.02% | 2026-06-30 |
| TRUST POINT INC. | 53,903 | $502,916 | ▼ -2,182 | 0.04% | 2026-06-30 |
| Blueshift Asset Management, LLC | 53,842 | $502,346 | ▲ +20,892 | 0.12% | 2026-06-30 |
| Vise Technologies, Inc. | 53,589 | $499,982 | ▼ -8,409 | 0.01% | 2026-06-30 |
| WINTON GROUP Ltd | 53,000 | $494,490 | New position | 0.02% | 2026-06-30 |
| FORTRESS PRIVATE LEDGER, LLC | 52,974 | $494,248 | ▲ +11,391 | 0.13% | 2026-06-30 |
| NorthRock Partners, LLC | 52,244 | $487,441 | ▲ +12,500 | 0.01% | 2026-06-30 |
| RHUMBLINE ADVISERS | 51,017 | $475,981 | ▼ -40,068 | 0.00% | 2026-06-30 |
| Cardinal Capital Management | 50,939 | $475,261 | ▲ +1,778 | 0.06% | 2026-06-30 |
| R Squared Ltd | 50,307 | $469,365 | ▲ +37,834 | 0.25% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 47,788 | $464,982 | ▲ +4,074 | 0.00% | 2026-06-30 |
| PROFUND ADVISORS LLC | 49,171 | $458,765 | ▼ -1,418 | 0.01% | 2026-06-30 |
| Keystone Financial Planning, Inc. | 49,145 | $458,519 | ▼ -3,360 | 0.12% | 2026-06-30 |
| BLAIR WILLIAM & CO/IL | 48,903 | $456,262 | ▼ -2,566 | 0.00% | 2026-06-30 |
| CAMBIAR INVESTORS LLC | 48,486 | $452,374 | ▼ -2,531 | 0.02% | 2026-06-30 |
| Caprock Group, LLC | 48,140 | $449,154 | New position | 0.01% | 2026-06-30 |
| WealthTrust Axiom LLC | 46,927 | $437,829 | ▼ -159 | 0.10% | 2026-06-30 |
| Summit Trail Advisors, LLC | 46,539 | $434,210 | ▲ +1,481 | 0.01% | 2026-06-30 |
| AIMZ Investment Advisors, LLC | 46,428 | $433,173 | ▼ -5,700 | 0.12% | 2026-06-30 |
| Compound Planning, Inc. | 45,768 | $427,019 | ▼ -4,517 | 0.01% | 2026-06-30 |
| Legacy Capital Wealth Partners, LLC | 44,137 | $411,797 | ▲ +9,254 | 0.08% | 2026-06-30 |
| Central Pacific Bank - Trust Division | 42,940 | $400,630 | Unchanged | 0.04% | 2026-06-30 |
| Bleakley Financial Group, LLC | 40,539 | $378,229 | ▲ +10,615 | 0.00% | 2026-06-30 |
| INSIGNEO ADVISORY SERVICES, LLC | 39,604 | $369,505 | ▲ +5,923 | 0.01% | 2026-06-30 |
| Aspen Grove Capital, LLC | 39,180 | $365,572 | ▲ +757 | 0.05% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 39,157 | $365,334 | ▲ +29,935 | 0.00% | 2026-06-30 |
| Lido Advisors, LLC | 38,967 | $363,566 | ▼ -20,941 | 0.00% | 2026-06-30 |
| Advisors Preferred, LLC | 36,961 | $362,957 | New position | 0.06% | 2026-06-30 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 38,699 | $361,060 | ▼ -1,697 | 0.01% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 38,318 | $357,511 | ▲ +596 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 37,625 | $351,041 | ▲ +1,147 | 0.01% | 2026-06-30 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 37,192 | $347,001 | ▲ +7,464 | 0.00% | 2026-06-30 |
| AUXIER ASSET MANAGEMENT LLC | 36,442 | $340,004 | ▼ -434 | 0.05% | 2026-06-30 |
| Meadowbrook Advisors Group, LLC | 36,003 | $335,908 | New position | 0.18% | 2026-06-30 |
| Advisory Services Network, LLC | 34,165 | $318,756 | New position | 0.00% | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | 33,899 | $316,282 | ▲ +1,093 | 0.00% | 2026-06-30 |
| Ballentine Partners, LLC | 33,797 | $315,325 | ▼ -9,480 | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 33,747 | $314,863 | Unchanged | 0.01% | 2026-06-30 |
| Rehmann Capital Advisory Group | 33,176 | $309,540 | ▼ -6,815 | 0.01% | 2026-06-30 |
| Martin Investment Management, LLC | 33,170 | $309,476 | Unchanged | 0.10% | 2026-06-30 |
| OpenArc Corporate Advisory, LLC | 32,099 | $299,487 | ▲ +912 | 0.00% | 2026-06-30 |
| Concurrent Investment Advisors, LLC | 31,866 | $297,314 | ▲ +3,971 | 0.00% | 2026-06-30 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 31,334 | $292,346 | ▼ -7,932 | 0.00% | 2026-06-30 |
| DIVERSIFIED TRUST CO | 30,794 | $287,308 | ▼ -1,330 | 0.00% | 2026-06-30 |
| Private Advisor Group, LLC | 29,818 | $278,207 | ▼ -189,369 | 0.00% | 2026-06-30 |
| KINTRA WEALTH, LLC | 28,145 | $275,817 | New position | 0.01% | 2026-06-30 |
| Simplicity Wealth,LLC | 29,452 | $274,792 | ▼ -1,071 | 0.01% | 2026-06-30 |
| MAI Capital Management | 29,413 | $274,423 | ▲ +9,731 | 0.00% | 2026-06-30 |
| DEFINED WEALTH MANAGEMENT, LLC | 29,230 | $272,716 | ▼ -41 | 0.14% | 2026-06-30 |
| Lafayette Investments, Inc. | 28,804 | $268,742 | Unchanged | 0.05% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28,683 | $267,612 | ▲ +43 | 0.00% | 2026-06-30 |
| Baird Financial Group, Inc. | 28,551 | $266,380 | ▲ +843 | 0.00% | 2026-06-30 |
| Alvarez & Marsal Private Wealth Partners, LLC | 28,464 | $265,569 | Unchanged | 0.04% | 2026-06-30 |
| STATE STREET CORP | 28,414 | $265,103 | ▲ +8,850 | 0.00% | 2026-06-30 |
| Magnetar Financial LLC | 28,201 | $263,115 | New position | 0.00% | 2026-06-30 |
| Marks Group Wealth Management, Inc | 28,009 | $261,324 | ▼ -2,778 | 0.02% | 2026-06-30 |
| Beacon Pointe Advisors, LLC | 27,933 | $260,618 | ▼ -20,566 | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 27,398 | $255,622 | ▼ -13,854 | 0.00% | 2026-06-30 |
| Seed Wealth Management, Inc. | 26,580 | $247,991 | Unchanged | 0.16% | 2026-06-30 |
| PDS Planning, Inc | 26,196 | $244,409 | ▲ +9,542 | 0.01% | 2026-06-30 |
| Global Retirement Partners, LLC | 25,690 | $239,690 | ▲ +6,637 | 0.00% | 2026-06-30 |
| Equitable Holdings, Inc. | 25,321 | $236,245 | ▲ +191 | 0.00% | 2026-06-30 |
| DRIVE WEALTH MANAGEMENT, LLC | 24,972 | $232,991 | ▼ -73,541 | 0.04% | 2026-06-30 |
| BRIGHTON JONES LLC | 24,732 | $230,753 | ▲ +5,938 | 0.00% | 2026-06-30 |
| EP Wealth Advisors, LLC | 24,572 | $229,255 | ▲ +2,012 | 0.00% | 2026-06-30 |
| Haverford Trust Co | 24,485 | $228,445 | ▲ +31 | 0.00% | 2026-06-30 |
| Kestra Advisory Services, LLC | 24,395 | $227,602 | ▼ -18,189 | 0.00% | 2026-06-30 |
| Resonant Capital Advisors, LLC | 24,376 | $227,428 | ▼ -7,498 | 0.01% | 2026-06-30 |
| Dorsey & Whitney Trust CO LLC | 23,801 | $222,063 | ▼ -4,308 | 0.01% | 2026-06-30 |
| Diversify Advisory Services, LLC | 22,312 | $221,779 | New position | 0.00% | 2026-06-30 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 22,312 | $221,779 | ▲ +6,221 | 0.00% | 2026-06-30 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 22,545 | $210,345 | ▲ +150 | 0.01% | 2026-06-30 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 22,355 | $210,134 | Unchanged | 0.04% | 2026-06-30 |
| Heritage Family Offices, LLP | 22,348 | $208,508 | ▼ -21,341 | 0.08% | 2026-06-30 |
| Pacific Excel Wealth Advisors, Inc. | 22,348 | $208,507 | New position | 0.08% | 2026-06-30 |
| OneDigital Investment Advisors LLC | 22,327 | $208,306 | ▼ -195 | 0.00% | 2026-06-30 |
| Modern Wealth Management, LLC | 22,115 | $206,337 | ▲ +11,918 | 0.00% | 2026-06-30 |
| Independent Advisor Alliance | 22,091 | $206,106 | ▼ -8,282 | 0.00% | 2026-06-30 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 21,877 | $204,112 | ▲ +2,450 | 0.01% | 2026-06-30 |
| OPPENHEIMER & CO INC | 21,314 | $198,860 | ▼ -984 | 0.00% | 2026-06-30 |
| Fielder Capital Group LLC | 21,277 | $198,514 | ▼ -1,233 | 0.04% | 2026-06-30 |
| Larry Mathis Financial Planning, LLC | 21,184 | $197,647 | ▲ +1,400 | 0.15% | 2026-06-30 |
| BAILARD, INC. | 20,979 | $195,734 | Unchanged | 0.00% | 2026-06-30 |
| OLD NATIONAL BANCORP /IN/ | 20,910 | $195,090 | ▲ +1,491 | 0.00% | 2026-06-30 |
| Ariston Services Group | 20,721 | $193,327 | New position | 0.11% | 2026-06-30 |
| Keystone Financial Group | 20,690 | $193,048 | ▲ +109 | 0.01% | 2026-06-30 |
| Apollon Wealth Management, LLC | 20,563 | $191,855 | ▼ -708 | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 20,447 | $190,767 | ▼ -86,458 | 0.00% | 2026-06-30 |
| Acumen Wealth Advisors, LLC | 20,339 | $189,763 | ▼ -271,024 | 0.04% | 2026-06-30 |
| Aptus Capital Advisors, LLC | 20,330 | $189,680 | New position | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 20,247 | $188,898 | ▲ +8,713 | 0.00% | 2026-06-30 |
| COMMERCE BANK | 20,213 | $188,587 | ▲ +534 | 0.00% | 2026-06-30 |
| South Shore Capital Advisors | 20,157 | $188,061 | ▲ +16 | 0.13% | 2026-06-30 |
| Frec Markets, Inc. | 20,035 | $186,927 | ▲ +5,232 | 0.02% | 2026-06-30 |
| Quotient Wealth Partners, LLC | 19,935 | $185,992 | ▲ +3,528 | 0.00% | 2026-06-30 |
| New Republic Capital, LLC | 19,296 | $180,030 | ▲ +342 | 0.04% | 2026-06-30 |
| Aviso Financial Inc. | 18,985 | $177,130 | ▲ +10,515 | 0.01% | 2026-06-30 |
| May Hill Capital, LLC | 18,772 | $175,143 | ▼ -5,603 | 0.04% | 2026-06-30 |
| Invesco Ltd. | 18,708 | $174,548 | New position | 0.00% | 2026-06-30 |
| Ameritas Advisory Services, LLC | 18,641 | $173,917 | ▲ +2,573 | 0.00% | 2026-06-30 |
| RITHOLTZ WEALTH MANAGEMENT | 18,611 | $173,641 | ▼ -78,458 | 0.00% | 2026-06-30 |
| PFG Investments, LLC | 18,560 | $173,160 | ▲ +86 | 0.01% | 2026-06-30 |
| Triad Wealth Partners, LLC | 17,425 | $170,766 | New position | 0.01% | 2026-06-30 |
| West Family Investments, Inc. | 18,226 | $170,049 | ▲ +4,966 | 0.05% | 2026-06-30 |
| MQS Management LLC | 18,222 | $170,011 | New position | 0.21% | 2026-06-30 |
| Snowden Capital Advisors LLC | 17,835 | $166,401 | ▲ +342 | 0.00% | 2026-06-30 |
| DIMENSION CAPITAL MANAGEMENT LLC | 17,698 | $165,122 | ▲ +2,165 | 0.02% | 2026-06-30 |
| Capital Investment Advisory Services, LLC | 17,603 | $164,239 | New position | 0.01% | 2026-06-30 |
| Werba Rubin Papier Wealth Management | 17,592 | $164,134 | New position | 0.02% | 2026-06-30 |
| RIVERBRIDGE PARTNERS LLC | 17,477 | $163,060 | Unchanged | 0.00% | 2026-06-30 |
| Beacon Financial Strategies CORP | 19,888 | $159,472 | Unchanged | 0.08% | 2026-06-30 |
| Kathmere Capital Management, LLC | 17,050 | $159,077 | ▼ -17,850 | 0.01% | 2026-06-30 |
| Keel Point, LLC | 16,985 | $158,468 | New position | 0.01% | 2026-06-30 |
| J.W. COLE ADVISORS, INC. | 16,668 | $155,510 | New position | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 16,496 | $153,908 | ▲ +4,272 | 0.00% | 2026-06-30 |
| PERSONAL CFO SOLUTIONS, LLC | 16,434 | $153,333 | ▲ +761 | 0.02% | 2026-06-30 |
| AE Wealth Management LLC | 16,380 | $152,827 | ▼ -833 | 0.00% | 2026-06-30 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 16,194 | $151,090 | ▲ +3,121 | 0.00% | 2026-06-30 |
| Portside Wealth Group, LLC | 16,047 | $149,718 | New position | 0.02% | 2026-06-30 |
| AlphaCore Capital LLC | 16,025 | $149,513 | ▲ +4,369 | 0.00% | 2026-06-30 |
| Choate Investment Advisors | 15,821 | $147,610 | ▼ -1,195 | 0.00% | 2026-06-30 |
| Hilltop National Bank | 15,672 | $146,220 | ▲ +1,771 | 0.03% | 2026-06-30 |
| FIRST NATIONAL BANK OF OMAHA | 15,598 | $145,529 | ▲ +1,271 | 0.00% | 2026-06-30 |
| SEEDS INVESTOR LLC | 15,583 | $145,389 | ▼ -1,326 | 0.01% | 2026-06-30 |
| SAGE RHINO CAPITAL LLC | 15,549 | $145,072 | ▼ -815 | 0.02% | 2026-06-30 |
| Dynamic Technology Lab Private Ltd | 15,339 | $143,000 | New position | 0.03% | 2026-06-30 |
| D.A. DAVIDSON & CO. | 15,132 | $141,182 | ▼ -3,468 | 0.00% | 2026-06-30 |
| CARDIFF PARK ADVISORS, LLC | 14,725 | $137,384 | ▼ -160 | 0.01% | 2026-06-30 |
| Allen Capital Group, LLC | 14,712 | $137,263 | ▲ +1,084 | 0.01% | 2026-06-30 |
| Pitcairn Wealth Advisors LLC | 14,615 | $136,357 | ▲ +276 | 0.01% | 2026-06-30 |
| Composition Wealth, LLC | 14,560 | $135,843 | ▲ +1,578 | 0.00% | 2026-06-30 |
| SAGESPRING WEALTH PARTNERS, LLC | 14,537 | $135,629 | ▼ -385 | 0.00% | 2026-06-30 |
| VestGen Advisors, LLC | 14,298 | $133,397 | ▲ +3,550 | 0.00% | 2026-06-30 |
| WRAPMANAGER INC | 14,273 | $133,167 | New position | 0.04% | 2026-06-30 |
| MISSION WEALTH MANAGEMENT, LP | 14,194 | $132,431 | New position | 0.00% | 2026-06-30 |
| Pure Financial Advisors, LLC | 14,133 | $131,861 | New position | 0.00% | 2026-06-30 |
| Greenspring Advisors, LLC | 14,121 | $131,752 | ▲ +2,373 | 0.01% | 2026-06-30 |
| EWA, LLC | 14,110 | $131,649 | ▼ -4,057 | 0.02% | 2026-06-30 |
| GTS SECURITIES LLC | 13,807 | $128,819 | ▼ -2,369 | 0.00% | 2026-06-30 |
| Drucker Wealth 3.0, LLC | 13,520 | $126,138 | ▼ -2,642 | 0.02% | 2026-06-30 |
| Checchi Capital Advisers, LLC | 13,513 | $126,076 | ▼ -362 | 0.01% | 2026-06-30 |
| FLAGSHIP HARBOR ADVISORS, LLC | 13,415 | $125,164 | ▲ +71 | 0.00% | 2026-06-30 |
| Abel Hall, LLC | 13,405 | $125,069 | ▲ +1,467 | 0.02% | 2026-06-30 |
| 71 West Capital Partners | 13,380 | $124,835 | New position | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 13,071 | $122,881 | ▼ -1,745 | 0.00% | 2026-06-30 |
| Ballew Advisors, Inc | 12,413 | $121,897 | ▲ +2 | 0.06% | 2026-06-30 |
| GABELLI FUNDS LLC | 13,000 | $121,290 | Unchanged | 0.00% | 2026-06-30 |
| UMB Bank, n.a. | 12,835 | $119,751 | ▼ -412 | 0.00% | 2026-06-30 |
| Prosperity Consulting Group, LLC | 12,823 | $119,635 | New position | 0.00% | 2026-06-30 |
| Allworth Financial LP | 12,903 | $117,558 | ▼ -1,680 | 0.00% | 2026-06-30 |
| IHT Wealth Management, LLC | 12,495 | $116,582 | ▼ -3,612 | 0.00% | 2026-06-30 |
| Prospect Financial Group LLC | 12,479 | $116,429 | ▲ +1,362 | 0.09% | 2026-06-30 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 12,434 | $116,009 | ▼ -466 | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 12,379 | $115,439 | ▼ -1,280 | 0.00% | 2026-06-30 |
| Kingsview Wealth Management, LLC | 12,302 | $114,780 | New position | 0.00% | 2026-06-30 |
| HANCOCK WHITNEY CORP | 12,259 | $114,376 | ▼ -1,146 | 0.00% | 2026-06-30 |
| Keebeck Wealth Management | 12,089 | $112,790 | ▼ -3,260 | 0.01% | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | 12,000 | $111,960 | Unchanged | 0.00% | 2026-06-30 |
| Cornerstone Wealth Management, LLC | 11,904 | $111,062 | ▼ -10 | 0.00% | 2026-06-30 |
| PCM Encore, LLC | 11,883 | $110,868 | ▼ -30 | 0.02% | 2026-06-30 |
| Wallace Capital Management Inc. | 11,836 | $110,428 | ▼ -8,375 | 0.01% | 2026-06-30 |
| EVOLVE PRIVATE WEALTH, LLC | 11,773 | $109,842 | ▼ -5,077 | 0.01% | 2026-06-30 |
| Tepp RIA, LLC | 11,751 | $109,637 | ▲ +261 | 0.07% | 2026-06-30 |
| Marotta Asset Management | 11,291 | $106,135 | ▼ -339 | 0.02% | 2026-06-30 |
| Holistic Financial Partners | 11,238 | $104,851 | ▼ -1,324 | 0.06% | 2026-06-30 |
| Procyon Advisors, LLC | 11,110 | $103,656 | New position | 0.00% | 2026-06-30 |
| Aureus Asset Management, LLC | 11,001 | $102,639 | New position | 0.01% | 2026-06-30 |
| Legacy Wealth Advisors, LLC | 10,943 | $102,099 | New position | 0.04% | 2026-06-30 |
| HUB Investment Partners, LLC | 10,941 | $102,080 | ▲ +8 | 0.00% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 10,926 | $101,940 | ▼ -1,078 | 0.01% | 2026-06-30 |
| Atala Financial Inc | 10,871 | $101,426 | Unchanged | 0.06% | 2026-06-30 |
| Savvy Advisors, Inc. | 10,719 | $100,013 | ▼ -2,241 | 0.00% | 2026-06-30 |
| HSBC HOLDINGS PLC | 10,719 | $100,008 | New position | 0.00% | 2026-06-30 |
| Moors & Cabot, Inc. | 10,693 | $99,766 | ▼ -2,066 | 0.00% | 2026-06-30 |
| Resurgent Financial Advisors LLC | 10,622 | $99,103 | New position | 0.03% | 2026-06-30 |
| Modera Wealth Management, LLC | 10,571 | $98,626 | New position | 0.00% | 2026-06-30 |
| Perigon Wealth Management, LLC | 10,544 | $98,374 | ▼ -970 | 0.00% | 2026-06-30 |
| ANCHYRA PARTNERS LLC | 10,539 | $98,329 | New position | 0.02% | 2026-06-30 |
| FIDUCIARY FINANCIAL GROUP, LLC | 10,429 | $97,303 | New position | 0.01% | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | 10,400 | $97,030 | ▲ +323 | 0.01% | 2026-06-30 |
| McAdam, LLC | 10,367 | $96,724 | ▲ +18 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 10,324 | $96,323 | ▲ +10,209 | 0.00% | 2026-06-30 |
| Aigen Investment Management, LP | 10,318 | $96,267 | New position | 0.03% | 2026-06-30 |
| Stratos Wealth Partners, LTD. | 10,278 | $95,898 | ▲ +147 | 0.00% | 2026-06-30 |
| Wealthspire Advisors, LLC | 10,230 | $95,448 | New position | 0.00% | 2026-06-30 |
| SALEM INVESTMENT COUNSELORS INC | 9,114 | $85,034 | Unchanged | 0.00% | 2026-06-30 |
| McMillan Office, Inc. | 9,055 | $84,483 | Unchanged | 0.01% | 2026-06-30 |
| Wilmington Savings Fund Society, FSB | 8,217 | $76,664 | ▲ +650 | 0.00% | 2026-06-30 |
| Cromwell Holdings LLC | 7,663 | $71,496 | ▼ -4,397 | 0.03% | 2026-06-30 |
| ASSETMARK, INC | 7,586 | $70,780 | ▲ +1,094 | 0.00% | 2026-06-30 |
| Golden State Wealth Management, LLC | 7,280 | $67,925 | ▼ -2,368 | 0.01% | 2026-06-30 |
| CENTRAL TRUST Co | 7,257 | $67,709 | ▼ -639 | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 7,015 | $65,450 | ▼ -1,628 | 0.01% | 2026-06-30 |
| NATIXIS ADVISORS, LLC | 6,652,349 | $62,066 | ▼ -2,545,950 | 0.07% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 6,182 | $57,616 | ▲ +151 | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 6,003 | $56,008 | ▲ +5,746 | 0.03% | 2026-06-30 |
| IFG Advisory, LLC | 5,494 | $51,262 | New position | 0.00% | 2026-06-30 |
| MATHER GROUP, LLC. | 5,433 | $50,690 | ▼ -225 | 0.00% | 2026-06-30 |
| Elequin Capital, LP | 5,397 | $50,354 | New position | 0.00% | 2026-06-30 |
| FIL Ltd | 4,582 | $42,750 | ▲ +41 | 0.00% | 2026-06-30 |
| Spire Wealth Management | 4,358 | $40,664 | ▲ +344 | 0.00% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 4,174 | $38,946 | ▲ +1,359 | 0.00% | 2026-06-30 |
| Atlantic Union Bankshares Corp | 3,724 | $34,745 | Unchanged | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 3,683 | $34,362 | ▼ -1,062 | 0.00% | 2026-06-30 |
| Grove Bank & Trust | 3,009 | $28,074 | Unchanged | 0.00% | 2026-06-30 |
| EFG International AG | 2,954 | $27,561 | Unchanged | 0.00% | 2026-06-30 |
| BARRETT & COMPANY, INC. | 2,511 | $23,428 | ▼ -989 | 0.01% | 2026-06-30 |
| City State Bank | 2,483 | $23,166 | Unchanged | 0.01% | 2026-06-30 |
| Vision Retirement, LLC | 2,426 | $22,631 | ▲ +8 | 0.01% | 2026-06-30 |
| TIAA Wealth Investment Management LLC | 2,238 | $20,877 | ▲ +526 | 0.00% | 2026-06-30 |
| EASTERN BANK | 2,235 | $20,853 | Unchanged | 0.00% | 2026-06-30 |
| Owl Creek Wealth Partners LLC | 2,230 | $20,806 | ▼ -889 | 0.01% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 2,103 | $19,621 | ▲ +1,001 | 0.00% | 2026-06-30 |
| ATLAS CAPITAL ADVISORS INC. | 2,069 | $19,303 | Unchanged | 0.00% | 2026-06-30 |
| Graney & King, LLC | 2,031 | $18,945 | ▲ +28 | 0.01% | 2026-06-30 |
| MONTAG A & ASSOCIATES INC | 2,000 | $18,660 | Unchanged | 0.00% | 2026-06-30 |
| Measured Wealth Private Client Group, LLC | 1,997 | $18,632 | Unchanged | 0.00% | 2026-06-30 |
| Institute for Wealth Management, LLC. | 1,944 | $18,135 | New position | 0.00% | 2026-06-30 |
| E Fund Management (Hong Kong) Co., Ltd. | 1,882 | $17,559 | ▲ +480 | 0.01% | 2026-06-30 |
| West Branch Capital LLC | 1,714 | $15,991 | Unchanged | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 1,710 | $15,954 | ▼ -2,845 | 0.00% | 2026-06-30 |
| Glen Eagle Advisors, LLC | 1,685 | $15,723 | ▲ +400 | 0.00% | 2026-06-30 |
| First Command Advisory Services, Inc. | 1,611 | $15,031 | ▲ +964 | 0.00% | 2026-06-30 |
| Signature Equity Partners, LLC | 1,416 | $13,211 | ▲ +216 | 0.01% | 2026-06-30 |
| Costello Asset Management, INC | 1,400 | $13,062 | Unchanged | 0.00% | 2026-06-30 |
| Providence Capital Advisors, LLC | 1,292 | $12,055 | New position | 0.00% | 2026-06-30 |
| Janney Montgomery Scott LLC | 1,254,616 | $11,706 | ▲ +190,923 | 0.02% | 2026-06-30 |
| True Wealth Design, LLC | 1,239 | $11,560 | ▲ +655 | 0.00% | 2026-06-30 |
| Independence Bank of Kentucky | 1,230 | $11,476 | Unchanged | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 1,197 | $11,150 | New position | 0.00% | 2026-06-30 |
| JTC Employer Solutions Trustee Ltd | 1,050,907 | $9,800 | ▼ -559,814 | 0.79% | 2026-06-30 |
| FINANCIAL CONSULATE, INC | 1,032 | $9,633 | ▲ +168 | 0.00% | 2026-06-30 |
| VALLEY NATIONAL ADVISERS INC | 1,017 | $9,489 | Unchanged | 0.00% | 2026-06-30 |
| ALTRINSIC GLOBAL ADVISORS LLC | 1,007 | $9,395 | New position | 0.00% | 2026-06-30 |
| Key Financial Inc | 1,000 | $9,330 | Unchanged | 0.00% | 2026-06-30 |
| Guardian Partners Inc. | 1,000 | $9,330 | New position | 0.00% | 2026-06-30 |
| MV CAPITAL MANAGEMENT, INC. | 992 | $9,256 | ▲ +65 | 0.00% | 2026-06-30 |
| Evelyn Partners Group Ltd | 971 | $9,059 | New position | 0.00% | 2026-06-30 |
| CALDWELL SUTTER CAPITAL, INC. | 968 | $9,031 | ▼ -10 | 0.00% | 2026-06-30 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 950 | $8,864 | Unchanged | 0.00% | 2026-06-30 |
| ELEVATION WEALTH PARTNERS, LLC | 924 | $8,621 | New position | 0.00% | 2026-06-30 |
| WOLFF WIESE MAGANA LLC | 916 | $8,547 | Unchanged | 0.00% | 2026-06-30 |
| SHP Wealth Management | 913 | $8,520 | ▼ -98 | 0.00% | 2026-06-30 |
| CNB Bank | 910 | $8,490 | Unchanged | 0.00% | 2026-06-30 |
| Napier Financial, LLC | 910 | $8,490 | Unchanged | 0.00% | 2026-06-30 |
| Markowski Investments | 905 | $8,444 | New position | 0.00% | 2026-06-30 |
| Rossby Financial, LCC | 885 | $8,257 | New position | 0.00% | 2026-06-30 |
| Addison Advisors LLC | 883 | $8,239 | ▼ -2,735 | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 882 | $8,229 | Unchanged | 0.00% | 2026-06-30 |
| JFS WEALTH ADVISORS, LLC | 858 | $8,001 | ▼ -1,537 | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 852,184 | $7,951 | ▲ +32,113 | 0.11% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 850 | $7,931 | ▼ -391 | 0.00% | 2026-06-30 |
| MCDONALD PARTNERS LLC | 750 | $6,998 | New position | 0.00% | 2026-06-30 |
| Vanguard National Trust Co | 738 | $6,886 | Unchanged | 0.00% | 2026-06-30 |
| DT Investment Partners, LLC | 730 | $6,811 | Unchanged | 0.00% | 2026-06-30 |
| Geneos Wealth Management Inc. | 713 | $6,655 | ▲ +8 | 0.00% | 2026-06-30 |
| TOTH FINANCIAL ADVISORY CORP | 705 | $6,578 | ▼ -68 | 0.00% | 2026-06-30 |
| Asset Dedication, LLC | 695 | $6,485 | ▲ +439 | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 682,281 | $6,365 | ▼ -417,909 | 0.01% | 2026-06-30 |
| Piscataqua Savings Bank | 682 | $6,363 | Unchanged | 0.00% | 2026-06-30 |
| SITTNER & NELSON, LLC | 681 | $6,354 | ▼ -100 | 0.00% | 2026-06-30 |
| Cape Investment Advisory, Inc. | 650 | $6,065 | New position | 0.00% | 2026-06-30 |
| Cranbrook Wealth Management, LLC | 636 | $5,934 | Unchanged | 0.00% | 2026-06-30 |
| Financial Perspectives, Inc | 628 | $5,858 | Unchanged | 0.00% | 2026-06-30 |
| EVERMAY WEALTH MANAGEMENT LLC | 619 | $5,776 | New position | 0.00% | 2026-06-30 |
| MidFirst Bank | 597 | $5,570 | Unchanged | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 590 | $5,503 | ▼ -48 | 0.00% | 2026-06-30 |
| MOTCO | 569 | $5,309 | ▲ +161 | 0.00% | 2026-06-30 |
| Bell Investment Advisors, Inc | 550 | $5,132 | ▼ -110 | 0.00% | 2026-06-30 |
| SOUTHERN MICHIGAN BANK & TRUST | 540 | $5,038 | ▲ +40 | 0.00% | 2026-06-30 |
| ARMSTRONG ADVISORY GROUP, INC | 962 | $5,003 | Unchanged | 0.00% | 2026-06-30 |
| Aberdeen Wealth Management LLC | 500 | $4,665 | New position | 0.00% | 2026-06-30 |
| MCF Advisors LLC | 480 | $4,479 | Unchanged | 0.00% | 2026-06-30 |
| Medallion Wealth Advisors, LLC | 460 | $4,291 | ▲ +350 | 0.00% | 2026-06-30 |
| FARMERS & MERCHANTS INVESTMENTS INC | 458 | $4,273 | Unchanged | 0.00% | 2026-06-30 |
| Stone House Investment Management, LLC | 450 | $4,199 | ▼ -213 | 0.00% | 2026-06-30 |
| Community Financial Services Group, LLC | 443 | $4,164 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 445 | $4,152 | Unchanged | 0.00% | 2026-06-30 |
| GHP Investment Advisors, Inc. | 441 | $4,115 | Unchanged | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 422 | $3,938 | ▼ -5,210 | 0.00% | 2026-06-30 |
| TRUST CO OF VERMONT | 400 | $3,732 | ▼ -163 | 0.00% | 2026-06-30 |
| Retirement Wealth Solutions LLC | 385 | $3,593 | ▼ -8 | 0.00% | 2026-06-30 |
| BROADWATER CAPITAL MANAGEMENT LLC | 375 | $3,499 | New position | 0.00% | 2026-06-30 |
| Archer Investment Corp | 370 | $3,452 | ▼ -520 | 0.00% | 2026-06-30 |
| BOK Financial Private Wealth, Inc. | 359 | $3,350 | New position | 0.00% | 2026-06-30 |
| WEBSTER BANK, N. A. | 348 | $3,247 | Unchanged | 0.00% | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | 316 | $2,952 | ▼ -1 | 0.00% | 2026-06-30 |
| HM PAYSON & CO | 300 | $2,799 | ▼ -2,110 | 0.00% | 2026-06-30 |
| WealthCollab, LLC | 300 | $2,799 | Unchanged | 0.00% | 2026-06-30 |
| Synergy Investment Management, LLC | 267 | $2,745 | New position | 0.00% | 2026-06-30 |
| Truvestments Capital LLC | 291 | $2,715 | Unchanged | 0.00% | 2026-06-30 |
| Beaird Harris Wealth Management, LLC | 282 | $2,632 | Unchanged | 0.00% | 2026-06-30 |
| Kilter Group LLC | 271 | $2,529 | ▲ +178 | 0.00% | 2026-06-30 |
| First Pacific Financial | 263 | $2,454 | ▲ +59 | 0.00% | 2026-06-30 |
| N.E.W. Advisory Services LLC | 257 | $2,398 | New position | 0.00% | 2026-06-30 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 229 | $2,137 | Unchanged | 0.00% | 2026-06-30 |
| American Capital Advisory, LLC | 219 | $2,044 | ▲ +163 | 0.00% | 2026-06-30 |
| Union Bancaire Privee, UBP SA | 250 | $2,042 | Unchanged | 0.00% | 2026-06-30 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 211 | $1,969 | Unchanged | 0.00% | 2026-06-30 |
| HighMark Wealth Management LLC | 207 | $1,926 | ▼ -139 | 0.00% | 2026-06-30 |
| Oakmont Advisory Group, LLC | 205 | $1,913 | New position | 0.00% | 2026-06-30 |
| Harbor Asset Planning, Inc. | 200 | $1,866 | Unchanged | 0.00% | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT LLC | 176,742 | $1,648 | ▼ -274,907 | 0.00% | 2026-06-30 |
| Bank & Trust Co | 163 | $1,521 | Unchanged | 0.00% | 2026-06-30 |
| AMERIFLEX GROUP, INC. | 161 | $1,502 | New position | 0.00% | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | 156 | $1,456 | ▼ -258 | 0.00% | 2026-06-30 |
| Burk Holdings LLC | 155 | $1,446 | ▼ -120 | 0.00% | 2026-06-30 |
| Whipplewood Advisors, LLC | 147 | $1,372 | ▼ -429 | 0.00% | 2026-06-30 |
| Financial Network Wealth Advisors LLC | 146 | $1,362 | ▲ +66 | 0.00% | 2026-06-30 |
| Pacific Center for Financial Services | 144 | $1,344 | Unchanged | 0.00% | 2026-06-30 |
| Euro Pacific Asset Management, LLC | 86,513 | $1,340 | ▼ -1,384 | 0.15% | 2026-06-30 |
| TD Capital Management LLC | 142 | $1,329 | ▲ +2 | 0.00% | 2026-06-30 |
| NFSG Corp | 126 | $1,176 | Unchanged | 0.00% | 2026-06-30 |
| CVA Family Office, LLC | 114 | $1,064 | ▼ -111 | 0.00% | 2026-06-30 |
| PARK AVENUE SECURITIES LLC | 111,923 | $1,044 | ▼ -1,224 | 0.01% | 2026-06-30 |
| Meramec Financial Planners, LLC | 100 | $994 | Unchanged | 0.00% | 2026-06-30 |
| LOGAN CAPITAL MANAGEMENT INC | 101 | $942 | New position | 0.00% | 2026-06-30 |
| Walsh & Associates, LLC | 100 | $934 | Unchanged | 0.00% | 2026-06-30 |
| Towne Trust Company, N.A | 100 | $933 | Unchanged | 0.00% | 2026-06-30 |
| OAKWORTH CAPITAL, INC. | 100 | $933 | Unchanged | 0.00% | 2026-06-30 |
| Pflug Koory, LLC | 100 | $933 | Unchanged | 0.00% | 2026-06-30 |
| Prestige Wealth Management Group LLC | 100 | $933 | Unchanged | 0.00% | 2026-06-30 |
| Buck Wealth Strategies, LLC | 99 | $924 | New position | 0.00% | 2026-06-30 |
| NATURAL INVESTMENTS, LLC | 89,579 | $835 | ▼ -83,397 | 0.18% | 2026-06-30 |
| Downshift Financial, LLC | 85 | $793 | New position | 0.00% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 83,938 | $783 | ▲ +20,491 | 0.03% | 2026-06-30 |
| Elevated Capital Advisors, LLC | 78 | $728 | Unchanged | 0.00% | 2026-06-30 |
| Centennial Bank/AR/ | 71 | $662 | Unchanged | 0.00% | 2026-06-30 |
| FIRST UNITED BANK & TRUST | 70 | $653 | Unchanged | 0.00% | 2026-06-30 |
| WPG Advisers, LLC | 70 | $653 | Unchanged | 0.00% | 2026-06-30 |
| Sculptor Capital LP | 0 | $0 | Sold out | 2026-06-30 | |
| Qube Research & Technologies Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Trexquant Investment LP | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| WCG Wealth Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| OLD MISSION CAPITAL LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Calamos Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Campbell & CO Investment Adviser LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Tempus Wealth Planning, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Torrey Growth & Income Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| SANDERS MORRIS HARRIS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bridgefront Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PATRICK M SWEENEY & ASSOCIATES, INC | 0 | $0 | Sold out | 2026-06-30 | |
| TD PRIVATE CLIENT WEALTH LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Headlands Technologies LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Tanager Wealth Management LLP | 0 | $0 | Sold out | 2026-06-30 | |
| Walleye Capital LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MOODY NATIONAL BANK TRUST DIVISION | 0 | $0 | Sold out | 2026-06-30 | |
| Aprio Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PharVision Advisers, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Stratos Investment Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Summit Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Scientech Research LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NWF Advisory Services Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Gryphon Financial Partners LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Endowment Wealth Management, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Bollard Group LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CARY STREET PARTNERS FINANCIAL LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Opal Wealth Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Western Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GROUP ONE TRADING LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Destiny Wealth Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Intentional Wealth Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| COUNTRY TRUST BANK | 0 | $0 | Sold out | 2026-06-30 | |
| Abound Wealth Management | 0 | $0 | Sold out | 2026-06-30 | |
| Scarborough Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Caitong International Asset Management Co., Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Raleigh Capital Management Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| GAMMA Investing LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Godfrey Financial Associates, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Pacifica Partners Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| MBM WEALTH CONSULTANTS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Manchester Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PITTENGER & ANDERSON INC | 0 | $0 | Sold out | 2026-06-30 | |
| POM Investment Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ameritas Investment Partners, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Activest Wealth Management | 0 | $0 | Sold out | 2026-06-30 | |
| TOUNJIAN ADVISORY PARTNERS, LLC | 0 | $5 | Sold out | 0.00% | 2026-06-30 |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0 | Sold out | 0.00% | 2026-06-30 |