← All institutions

Institutional Holdings

IMO

Ownership Summary

Institutions Holding
458
Total Shares Held
128,382,739
Total Value Held
$14,388,184,732
Quarter
2026-06-30

Active Positions

Increased Positions
113
33,803,063 shares
Decreased Positions
137
87,067,393 shares
Held Positions
75
234,237 shares
New Positions
70
7,278,046 shares
Sold Out Positions
63
1,873,712 shares
Institution Shares Value Change % of Portfolio Reported
FMR LLC 52,762,117 $5,924,172,867 ▼ -2,906,592 0.26% 2026-06-30
First Eagle Investment Management, LLC 13,590,697 $1,524,485,876 ▼ -381,608 2.51% 2026-06-30
GOLDMAN SACHS GROUP INC 10,649,913 $1,193,003,248 ▲ +8,515,085 0.10% 2026-06-30
FIL Ltd 5,110,625 $573,889,044 ▲ +1,428,056 0.41% 2026-06-30
ROYAL BANK OF CANADA 3,987,048 $446,629,000 ▼ -1,201,290 0.07% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 3,836,380 $430,798,619 New position 0.01% 2026-06-30
UBS Group AG 3,592,655 $402,449,213 ▲ +2,589,141 0.05% 2026-06-30
TD Asset Management Inc 3,060,928 $343,600,630 ▼ -381,288 0.30% 2026-06-30
BANK OF MONTREAL /CAN/ 2,815,122 $315,802,737 ▲ +96,044 0.10% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 1,721,476 $200,529,720 ▲ +5,652 0.01% 2026-06-30
MORGAN STANLEY 1,571,125 $175,997,650 ▼ -63,561 0.01% 2026-06-30
BANK OF AMERICA CORP /DE/ 1,362,053 $152,577,129 ▼ -821,857 0.01% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 1,213,822 $151,856,919 ▲ +474,523 0.11% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 1,147,483 $128,854,309 New position 0.03% 2026-06-30
JPMORGAN CHASE & CO 1,121,868 $127,051,669 ▼ -22,675 0.01% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 1,089,379 $122,207,453 ▼ -117,509 0.23% 2026-06-30
CIBC WORLD MARKET INC. 1,052,335 $118,066,130 ▼ -78,460 0.19% 2026-06-30
Legal & General Group Plc 818,361 $91,863,797 ▼ -64,777 0.02% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 741,411 $83,057,415 ▼ -55,710 0.02% 2026-06-30
TD Waterhouse Canada Inc. 711,032 $78,964,343 ▼ -45,283 0.21% 2026-06-30
BARCLAYS PLC 663,596 $74,336,024 ▲ +655,616 0.01% 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 653,857 $73,278,579 ▲ +1,065 0.06% 2026-06-30
BANK OF NOVA SCOTIA 576,667 $64,751,286 ▲ +77,455 0.10% 2026-06-30
TORONTO DOMINION BANK 562,254 $63,072,690 ▲ +47,741 0.07% 2026-06-30
Vanguard Global Advisers, LLC 553,952 $62,204,932 New position 0.03% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 526,438 $59,094,637 ▲ +11,260 0.01% 2026-06-30
BlackRock, Inc. 520,844 $58,345,006 ▲ +63,616 0.00% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 473,146 $53,001,815 ▼ -21,951 0.02% 2026-06-30
Swiss National Bank 468,876 $52,498,026 ▼ -100,800 0.03% 2026-06-30
CITADEL ADVISORS LLC 465,238 $52,115,961 ▲ +158,144 0.01% 2026-06-30
D. E. Shaw & Co., Inc. 379,898 $42,612,543 ▲ +123,352 0.02% 2026-06-30
Fiera Capital Corp 313,781 $35,172,271 ▼ -32,037 0.13% 2026-06-30
VANGUARD ASSET MANAGEMENT, Ltd 301,106 $33,812,096 New position 0.02% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 283,586 $31,798,859 ▲ +16,905 0.01% 2026-06-30
CANADA PENSION PLAN INVESTMENT BOARD 279,074 $31,306,756 ▲ +105,985 0.02% 2026-06-30
AustralianSuper Pty Ltd 251,388 $28,200,917 New position 0.12% 2026-06-30
Invesco Ltd. 248,872 $27,878,587 New position 0.00% 2026-06-30
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 230,701 $25,880,232 ▼ -93,655 0.16% 2026-06-30
Capital Wealth Planning, LLC 227,592 $25,494,856 ▲ +60,792 0.13% 2026-06-30
CIBC Asset Management Inc 223,122 $25,005,566 ▲ +61,205 0.05% 2026-06-30
NORTHERN TRUST CORP 220,337 $24,682,151 ▼ -2,814 0.00% 2026-06-30
Bank of New York Mellon Corp 214,703 $24,050,985 ▼ -12,732 0.00% 2026-06-30
MUFG SECURITIES (CANADA), LTD. 212,062 $23,775,039 ▼ -10,306 0.64% 2026-06-30
FRANKLIN RESOURCES INC 209,510 $23,502,124 ▲ +6,851 0.01% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 197,434 $22,116,557 ▲ +116,634 0.00% 2026-06-30
SCOTIA CAPITAL INC. 183,650 $20,551,389 ▼ -21,149 0.08% 2026-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 181,210 $20,341,500 ▲ +39,488 0.04% 2026-06-30
Nuveen, LLC 167,114 $18,758,539 ▼ -12,628 0.00% 2026-06-30
RAYMOND JAMES FINANCIAL INC 163,907 $18,360,883 ▲ +7,950 0.00% 2026-06-30
Hillsdale Investment Management Inc. 160,774 $18,034,789 New position 0.41% 2026-06-30
Public Sector Pension Investment Board 158,004 $17,725,022 ▲ +142,789 0.05% 2026-06-30
AVIVA PLC 146,211 $16,391,165 ▲ +774 0.02% 2026-06-30
MILLENNIUM MANAGEMENT LLC 144,259 $16,159,893 ▲ +117,601 0.01% 2026-06-30
Guardian Partners Inc. 140,984 $15,825,982 ▼ -13,772 1.43% 2026-06-30
Waratah Capital Advisors Ltd. 138,623 $15,528,548 New position 0.53% 2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 135,360 $15,163,026 ▼ -3,832 0.07% 2026-06-30
PNC Financial Services Group, Inc. 134,286 $15,042,718 ▲ +168 0.01% 2026-06-30
Balyasny Asset Management L.P. 131,539 $14,764,065 ▲ +127,638 0.02% 2026-06-30
SIG North Trading, ULC 130,658 $14,636,309 ▼ -77,091 0.27% 2026-06-30
NEUBERGER BERMAN GROUP LLC 123,262 $13,836,049 ▲ +9,221 0.01% 2026-06-30
SIR Capital Management, L.P. 119,300 $13,363,986 New position 1.54% 2026-06-30
JANE STREET GROUP, LLC 110,862 $12,418,761 ▼ -13,708 0.00% 2026-06-30
AMERICAN CENTURY COMPANIES INC 109,497 $12,295,776 ▲ +12,477 0.01% 2026-06-30
CITIGROUP INC 109,293 $12,268,549 ▲ +25,512 0.00% 2026-06-30
ALLIANCEBERNSTEIN L.P. 92,062 $12,043,551 ▲ +61,229 0.00% 2026-06-30
LPL Financial LLC 107,133 $12,001,040 ▲ +7,910 0.00% 2026-06-30
Universal- Beteiligungs- und Servicegesellschaft mbH 104,858 $11,772,262 ▼ -23,185 0.02% 2026-06-30
Federation des caisses Desjardins du Quebec 103,933 $11,630,050 ▲ +595 0.04% 2026-06-30
Guinness Asset Management LTD 102,697 $11,520,831 ▼ -20,133 0.19% 2026-06-30
ExodusPoint Capital Management, LP 100,423 $11,249,384 New position 0.07% 2026-06-30
Cerity Partners LLC 99,082 $11,099,085 ▲ +308 0.01% 2026-06-30
ROYAL LONDON ASSET MANAGEMENT LTD 97,924 $10,969,446 ▼ -1,290 0.02% 2026-06-30
BAROMETER CAPITAL MANAGEMENT INC. 68,070 $10,840,828 ▲ +2,200 3.01% 2026-06-30
Aventail Capital Group, LP 90,600 $10,149,012 ▼ -66,306 0.58% 2026-06-30
State of Tennessee, Department of Treasury 85,254 $9,570,081 ▼ -5,750 0.03% 2026-06-30
Murchinson Ltd. 80,212 $8,985,348 ▲ +62,412 1.24% 2026-06-30
Northwest & Ethical Investments L.P. 73,762 $8,273,529 ▼ -21,530 0.19% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 73,056 $8,183,706 ▼ -10,647 0.00% 2026-06-30
Vanguard Investments Australia, Ltd. 70,197 $7,882,632 New position 0.02% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 69,595 $7,796,032 ▲ +67,795 0.01% 2026-06-30
WELLINGTON MANAGEMENT GROUP LLP 67,035 $7,524,927 ▼ -6,447 0.00% 2026-06-30
Pictet Asset Management Holding SA 65,341 $7,334,772 ▼ -24,788 0.01% 2026-06-30
STATE OF WISCONSIN INVESTMENT BOARD 63,769 $7,158,309 ▲ +9,400 0.01% 2026-06-30
Korea Investment CORP 61,924 $6,951,201 ▼ -149,063 0.01% 2026-06-30
NewEdge Wealth, LLC 60,695 $6,799,099 ▼ -26,508 0.07% 2026-06-30
Mitsubishi UFJ Trust & Banking Corp 59,019 $6,621,224 ▼ -9,187 0.01% 2026-06-30
TWO SIGMA INVESTMENTS, LP 55,800 $6,250,716 ▲ +15,800 0.00% 2026-06-30
Creative Planning 55,365 $6,202,031 ▼ -2,430 0.00% 2026-06-30
RITHOLTZ WEALTH MANAGEMENT 54,350 $6,088,328 ▼ -449 0.09% 2026-06-30
Turas Capital Management LP 53,900 $6,037,878 New position 2.77% 2026-06-30
WELLS FARGO & COMPANY/MN 52,834 $5,923,515 ▲ +4,996 0.00% 2026-06-30
Triasima Portfolio Management inc. 50,745 $5,696,316 ▼ -22,000 0.77% 2026-06-30
1832 Asset Management L.P. 47,942 $5,370,463 ▲ +4,230 0.00% 2026-06-30
Quantinno Capital Management LP 47,465 $5,317,118 ▼ -11,164 0.01% 2026-06-30
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 46,800 $5,242,536 ▼ -19,000 0.10% 2026-06-30
Tidal Investments LLC 45,356 $5,090,925 ▼ -12,321 0.01% 2026-06-30
IMC-Chicago, LLC 42,717 $4,785,158 ▲ +10,417 0.00% 2026-06-30
Plancorp, LLC 36,951 $4,568,622 ▼ -428 0.11% 2026-06-30
Alberta Investment Management Corp 40,581 $4,552,411 ▲ +376 0.03% 2026-06-30
STIFEL FINANCIAL CORP 39,843 $4,462,890 ▼ -3,042 0.00% 2026-06-30
Investment Management Corp of Ontario 37,071 $4,152,693 ▲ +75 0.05% 2026-06-30
BURNEY CO/ 36,824 $4,125,024 ▲ +1,057 0.11% 2026-06-30
AZZAD ASSET MANAGEMENT INC /ADV 34,452 $3,859,346 ▲ +332 0.34% 2026-06-30
Maryland State Retirement & Pension System 32,977 $3,698,794 ▼ -25,565 0.06% 2026-06-30
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 32,894 $3,686,996 ▼ -1,639 0.00% 2026-06-30
Lansforsakringar Fondforvaltning AB (publ) 31,778 $3,567,199 New position 0.02% 2026-06-30
Genus Capital Management Inc. 30,478 $3,421,270 ▲ +13,311 0.34% 2026-06-30
IFG Advisory, LLC 30,411 $3,406,689 New position 0.12% 2026-06-30
Swiss Life Asset Management Ltd 29,828 $3,342,061 ▼ -3,510 0.01% 2026-06-30
AGF MANAGEMENT LTD 27,870 $3,245,388 ▲ +19,195 0.01% 2026-06-30
Gold Investment Management Ltd. 28,408 $3,188,567 ▼ -143 0.86% 2026-06-30
Argent Trust Co 27,705 $3,103,507 ▲ +202 0.09% 2026-06-30
OMERS ADMINISTRATION Corp 27,396 $3,075,304 ▼ -135,252 0.02% 2026-06-30
GUARDIAN CAPITAL LP 24,653 $2,767,392 ▼ -1,810 0.07% 2026-06-30
INTECH INVESTMENT MANAGEMENT LLC 23,370 $2,623,371 ▲ +19,234 0.02% 2026-06-30
Vanguard Personalized Indexing Management, LLC 22,451 $2,514,961 ▲ +1,205 0.02% 2026-06-30
Purpose Unlimited Inc. 22,095 $2,489,181 ▲ +4,474 0.10% 2026-06-30
Laird Norton Wetherby Trust Company, LLC 20,250 $2,280,792 ▼ -917 0.04% 2026-06-30
Vise Technologies, Inc. 19,612 $2,196,915 ▲ +2,484 0.02% 2026-06-30
Police & Firemen's Retirement System of New Jersey 19,474 $2,186,029 ▼ -2,711 0.02% 2026-06-30
PRINCIPAL FINANCIAL GROUP INC 17,665 $1,982,962 ▼ -2,739 0.00% 2026-06-30
Anson Funds Management LP 17,200 $1,926,744 New position 0.11% 2026-06-30
Mariner, LLC 16,860 $1,888,841 ▲ +699 0.00% 2026-06-30
Caprock Group, LLC 16,151 $1,819,114 ▲ +385 0.03% 2026-06-30
US BANCORP DE U.S. BANCORP 15,516 $1,738,102 ▼ -71 0.00% 2026-06-30
Walleye Trading LLC 15,289 $1,712,674 ▲ +5,499 0.00% 2026-06-30
Corient Private Wealth LP 15,282 $1,712,024 ▼ -233 0.00% 2026-06-30
USS Investment Management Ltd 14,827 $1,670,512 ▼ -6,081 0.01% 2026-06-30
Fideuram Asset Management (Ireland) dac 10,244 $1,668,050 New position 0.03% 2026-06-30
EVOLVE PRIVATE WEALTH, LLC 14,522 $1,635,783 ▲ +839 0.10% 2026-06-30
DRW Securities, LLC 10,137 $1,582,011 New position 0.04% 2026-06-30
SIMPLEX TRADING, LLC 14,091 $1,578,473 ▼ -1,909 0.00% 2026-06-30
Woodbridge Co Ltd 13,809 $1,546,884 Unchanged 0.01% 2026-06-30
SYON CAPITAL LLC 13,326 $1,492,779 ▼ -47 0.07% 2026-06-30
PICTON MAHONEY ASSET MANAGEMENT 13,276 $1,487,084 New position 0.01% 2026-06-30
Mediolanum International Funds Ltd 12,954 $1,464,812 ▼ -259 0.01% 2026-06-30
Utah Retirement Systems 12,911 $1,449,308 ▼ -1,269 0.01% 2026-06-30
XTX Topco Ltd 12,885 $1,443,378 New position 0.02% 2026-06-30
SUMMIT SECURITIES GROUP LLC 12,500 $1,400,250 New position 0.13% 2026-06-30
Hara Capital LLC 12,330 $1,388,768 Unchanged 0.73% 2026-06-30
Aviso Financial Inc. 12,116 $1,359,922 ▼ -386 0.05% 2026-06-30
Jupiter Topco LLC 11,840 $1,334,833 New position 0.00% 2026-06-30
CHELSEA COUNSEL CO 11,839 $1,333,466 Unchanged 0.56% 2026-06-30
STEPHENS INC /AR/ 11,656 $1,305,748 ▼ -2,101 0.01% 2026-06-30
Blue Trust, Inc. 11,488 $1,286,945 ▼ -1,139 0.01% 2026-06-30
IEQ CAPITAL, LLC 11,444 $1,282,013 ▼ -731 0.01% 2026-06-30
Orion Porfolio Solutions, LLC 10,998 $1,232,046 ▼ -112 0.01% 2026-06-30
NewEdge Advisors, LLC 10,758 $1,205,030 ▼ -2,308 0.00% 2026-06-30
Jain Global LLC 10,617 $1,192,549 New position 0.00% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10,508 $1,179,521 ▼ -16,251 0.00% 2026-06-30
Callan Family Office, LLC 10,451 $1,170,721 ▲ +580 0.02% 2026-06-30
FORTRESS PRIVATE LEDGER, LLC 10,432 $1,168,593 ▼ -553 0.32% 2026-06-30
OSAIC HOLDINGS, INC. 10,306 $1,155,788 ▼ -1,691 0.00% 2026-06-30
Metis Global Partners, LLC 10,283 $1,154,264 ▼ -4,220 0.03% 2026-06-30
SEARLE & CO. 10,000 $1,120,200 Unchanged 0.25% 2026-06-30
Texas Capital Bank Wealth Management Services Inc 10,000 $1,120,200 Unchanged 0.06% 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 9,930 $1,112,314 ▼ -21 0.00% 2026-06-30
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 9,334 $1,045,595 ▲ +83 0.54% 2026-06-30
Atria Investments, Inc 9,321 $1,044,161 ▼ -69 0.01% 2026-06-30
Nykredit A/S 9,263 $1,039,806 New position 0.00% 2026-06-30
Ashton Thomas Private Wealth, LLC 9,241 $1,035,177 ▼ -354 0.02% 2026-06-30
CIDEL ASSET MANAGEMENT INC 9,000 $1,010,280 Unchanged 0.05% 2026-06-30
Indivisible Partners 8,843 $990,596 New position 0.06% 2026-06-30
PATTEN & PATTEN INC/TN 8,750 $980,175 Unchanged 0.05% 2026-06-30
Mraz, Amerine & Associates, Inc. 8,435 $944,889 ▼ -195 0.14% 2026-06-30
Westerkirk Capital Inc. 8,220 $920,804 Unchanged 0.09% 2026-06-30
Pathstone Holdings, LLC 8,215 $920,504 ▲ +40 0.00% 2026-06-30
SIGNATUREFD, LLC 8,084 $905,547 ▲ +297 0.01% 2026-06-30
AMERIPRISE FINANCIAL INC 7,432 $895,789 New position 0.00% 2026-06-30
Kestra Advisory Services, LLC 7,851 $884,357 ▼ -1,056 0.00% 2026-06-30
PCM Encore, LLC 7,745 $867,546 ▲ +34 0.15% 2026-06-30
Ensign Peak Advisors, Inc 7,724 $867,048 Unchanged 0.00% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 7,501 $840,265 ▼ -445 0.00% 2026-06-30
MAI Capital Management 7,260 $813,422 ▼ -1,199 0.00% 2026-06-30
Vident Advisory, LLC 7,064 $791,273 ▲ +660 0.01% 2026-06-30
Pacifica Partners Inc. 7,030 $789,292 ▼ -355 0.24% 2026-06-30
BENJAMIN EDWARDS INC 7,042 $788,857 ▲ +1,125 0.01% 2026-06-30
TRANSCEND CAPITAL ADVISORS, LLC 7,041 $788,703 ▲ +180 0.05% 2026-06-30
Integrated Wealth Concepts LLC 7,013 $785,586 ▲ +262 0.00% 2026-06-30
FOUNDATION RESOURCE MANAGEMENT INC 6,945 $777,979 Unchanged 0.09% 2026-06-30
Summit Financial, LLC 6,822 $768,370 New position 0.01% 2026-06-30
Cetera Investment Advisers 6,712 $751,883 ▼ -594 0.00% 2026-06-30
Qube Research & Technologies Ltd 6,607 $740,512 ▼ -14,883 0.00% 2026-06-30
Walleye Capital LLC 6,510 $729,250 ▼ -9,490 0.00% 2026-06-30
Kathmere Capital Management, LLC 6,480 $725,890 ▲ +17 0.04% 2026-06-30
Private Advisory Group LLC 6,433 $720,625 New position 0.04% 2026-06-30
Qtron Investments LLC 6,356 $713,485 Unchanged 0.10% 2026-06-30
FIRST TRUST ADVISORS LP 6,249 $700,016 ▼ -54,477 0.00% 2026-06-30
FIRST HORIZON CORP 6,074 $680,410 Unchanged 0.03% 2026-06-30
CIBC Bancorp USA Inc. 4,405 $679,432 New position 0.00% 2026-06-30
D.A. DAVIDSON & CO. 5,868 $657,379 ▼ -45 0.00% 2026-06-30
IFP Advisors, Inc 5,326 $596,619 ▲ +1,254 0.01% 2026-06-30
Diversified Enterprises, LLC 5,320 $595,946 Unchanged 0.03% 2026-06-30
Meixler Investment Management, Ltd. 5,263 $589,561 ▼ -1,788 0.33% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 5,213 $583,960 ▼ -136,119 0.00% 2026-06-30
Farther Finance Advisors, LLC 5,111 $572,679 ▲ +113 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 5,020 $562,335 ▲ +393 0.00% 2026-06-30
Chou Associates Management Inc. 5,000 $561,466 Unchanged 0.26% 2026-06-30
UniSuper Management Pty Ltd 3,488 $555,499 ▲ +488 0.00% 2026-06-30
Sequoia Financial Advisors, LLC 4,851 $543,465 ▼ -60 0.00% 2026-06-30
Fielder Capital Group LLC 4,700 $526,479 ▼ -914 0.11% 2026-06-30
Aprio Wealth Management, LLC 4,689 $525,262 ▼ -65 0.03% 2026-06-30
Fisher Asset Management, LLC 4,631 $518,838 ▲ +1,443 0.00% 2026-06-30
Lombard Odier Asset Management (Switzerland) SA 4,460 $500,335 ▼ -1,000 0.02% 2026-06-30
Baker Ellis Asset Management LLC 4,450 $498,489 Unchanged 0.05% 2026-06-30
Belpointe Asset Management LLC 4,441 $497,526 ▲ +399 0.02% 2026-06-30
Clearstead Advisors, LLC 4,427 $495,913 New position 0.00% 2026-06-30
Lido Advisors, LLC 4,399 $495,222 ▲ +678 0.00% 2026-06-30
Stirlingshire Investments, Inc. 4,311 $484,481 ▲ +2,069 0.36% 2026-06-30
Addenda Capital Inc. 2,990 $478,937 ▼ -170 0.01% 2026-06-30
Focus Partners Wealth 4,193 $469,889 ▲ +352 0.00% 2026-06-30
Advyzon Investment Management, LLC 4,126 $462,232 ▲ +2,045 0.03% 2026-06-30
WESTWOOD HOLDINGS GROUP INC 4,066 $456,424 ▼ -3,712 0.00% 2026-06-30
Financial & Tax Architects, LLC 4,036 $452,113 New position 0.10% 2026-06-30
Baron Wealth Management LLC 4,024 $450,737 ▼ -6 0.12% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4,017 $449,984 Unchanged 0.00% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,719 $448,202 ▲ +733 0.00% 2026-06-30
Guinness Atkinson Asset Management Inc 3,991 $447,721 ▼ -347 0.20% 2026-06-30
Ballentine Partners, LLC 3,971 $444,831 Unchanged 0.01% 2026-06-30
Wealth Architects, LLC 3,971 $444,831 ▼ -177 0.04% 2026-06-30
Holistic Financial Partners 3,954 $442,928 Unchanged 0.27% 2026-06-30
Generali Asset Management SPA SGR 2,707 $431,117 ▼ -13,462 0.01% 2026-06-30
CAPSTONE INVESTMENT ADVISORS, LLC 3,825 $428,477 New position 0.00% 2026-06-30
WORLDQUANT MILLENNIUM ADVISORS LLC 3,740 $419,353 ▼ -10,324 0.00% 2026-06-30
Rockefeller Capital Management L.P. 3,719 $416,692 ▲ +958 0.00% 2026-06-30
Fractal Investments LLC 3,710 $415,594 Unchanged 0.05% 2026-06-30
BCV Asset Management Inc. 3,554 $402,532 ▲ +161 0.01% 2026-06-30
Baader Bank Aktiengesellschaft 3,303 $370,526 ▼ -3,204 0.03% 2026-06-30
Caitong International Asset Management Co., Ltd 3,206 $359,136 New position 0.05% 2026-06-30
D'Orazio & Associates, Inc. 3,148 $352,639 ▲ +26 0.04% 2026-06-30
TABR Capital Management, LLC 3,143 $352,079 New position 0.30% 2026-06-30
Checchi Capital Advisers, LLC 3,062 $343,005 ▼ -105 0.02% 2026-06-30
Rempart Asset Management Inc. 3,050 $341,817 Unchanged 0.07% 2026-06-30
Brevan Howard Capital Management LP 3,032 $339,645 New position 0.00% 2026-06-30
Polar Asset Management Partners Inc. 2,995 $335,809 New position 0.01% 2026-06-30
CONTINUUM WEALTH ADVISORS, LLC 2,950 $330,459 Unchanged 0.11% 2026-06-30
Y-Intercept (Hong Kong) Ltd 2,907 $325,642 New position 0.01% 2026-06-30
Henry James International Management Inc. 2,900 $324,858 ▲ +26 0.10% 2026-06-30
Corps Capital Advisors, LLC 2,900 $324,858 Unchanged 0.26% 2026-06-30
PDS Planning, Inc 2,804 $314,104 ▲ +2 0.02% 2026-06-30
WATERS PARKERSON & CO., LLC 2,710 $303,574 Unchanged 0.01% 2026-06-30
Wilkinson Global Asset Management LLC 2,695 $301,894 Unchanged 0.02% 2026-06-30
Compound Planning, Inc. 2,680 $300,213 ▲ +83 0.01% 2026-06-30
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,599 $291,140 ▲ +67 0.05% 2026-06-30
Legacy Capital Group California, Inc. 2,575 $288,452 ▲ +67 0.09% 2026-06-30
Quantbot Technologies LP 2,530 $283,411 New position 0.01% 2026-06-30
EverSource Wealth Advisors, LLC 2,516 $281,841 ▼ -1,820 0.01% 2026-06-30
CREDIT AGRICOLE S A 2,477 $277,474 ▼ -358 0.00% 2026-06-30
Mirador Capital Partners LP 2,322 $260,110 Unchanged 0.03% 2026-06-30
KLCM Advisors, Inc. 2,295 $257,086 ▲ +24 0.02% 2026-06-30
J. Safra Sarasin Holding AG 4,474 $252,044 New position 0.00% 2026-06-30
&PARTNERS 2,220 $248,633 ▼ -216 0.00% 2026-06-30
Ascent Group, LLC 2,203 $246,803 ▼ -14 0.01% 2026-06-30
Candriam S.C.A. 2,200 $246,722 New position 0.00% 2026-06-30
Argyle Capital Management, LLC 2,200 $246,444 Unchanged 0.07% 2026-06-30
ANGELES WEALTH MANAGEMENT, LLC 2,144 $241,497 ▼ -26 0.01% 2026-06-30
Allworth Financial LP 2,142 $239,925 ▼ -46 0.00% 2026-06-30
QRG CAPITAL MANAGEMENT, INC. 2,141 $239,835 ▲ +215 0.00% 2026-06-30
SEI INVESTMENTS CO 2,138 $239,470 New position 0.00% 2026-06-30
BTG Pactual Asset Management US LLC 2,115 $236,922 Unchanged 0.01% 2026-06-30
Bridgewater Advisors Inc. 1,838 $232,244 ▲ +18 0.01% 2026-06-30
MISSION WEALTH MANAGEMENT, LP 2,066 $231,408 New position 0.00% 2026-06-30
Sanctuary Advisors, LLC 2,043 $228,875 ▲ +13 0.00% 2026-06-30
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,037 $228,189 ▼ -12 0.00% 2026-06-30
Meeder Advisory Services, Inc. 2,028 $227,177 Unchanged 0.01% 2026-06-30
WealthTrust Axiom LLC 2,000 $224,040 Unchanged 0.05% 2026-06-30
GLENMEDE TRUST CO NA 1,987 $222,583 ▼ -514 0.00% 2026-06-30
Cumberland Partners Ltd 1,970 $220,780 New position 0.01% 2026-06-30
Graham Capital Management, L.P. 1,962 $219,783 ▼ -2,863 0.00% 2026-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 1,944 $218,971 ▼ -19 0.00% 2026-06-30
Quantum Portfolio Management LLC 1,950 $218,439 Unchanged 0.08% 2026-06-30
WIMMER ASSOCIATES 1, LLC 1,935 $216,759 Unchanged 0.10% 2026-06-30
HUNTINGTON NATIONAL BANK 1,928 $215,975 Unchanged 0.00% 2026-06-30
Russell Investments Group, Ltd. 1,921 $215,190 ▲ +1,814 0.00% 2026-06-30
Nicholas Hoffman & Company, LLC. 1,901 $212,950 Unchanged 0.00% 2026-06-30
Jefferies Financial Group Inc. 1,882 $211,016 ▼ -44,450 0.00% 2026-06-30
AE Wealth Management LLC 1,883 $210,939 ▲ +132 0.00% 2026-06-30
NATIXIS 1,860 $208,357 ▼ -3,486 0.00% 2026-06-30
Engineers Gate Manager LP 1,840 $206,117 ▼ -10,571 0.00% 2026-06-30
Crossmark Global Holdings, Inc. 1,811 $202,868 ▲ +132 0.00% 2026-06-30
CITIZENS & NORTHERN CORP 1,800 $201,636 Unchanged 0.05% 2026-06-30
Wilmington Savings Fund Society, FSB 1,800 $201,636 Unchanged 0.00% 2026-06-30
SANDERS MORRIS HARRIS LLC 1,800 $201,636 Unchanged 0.12% 2026-06-30
Safir Wealth Advisors, LLC 1,800 $201,636 Unchanged 0.13% 2026-06-30
State of Wyoming 1,780 $199,812 New position 0.02% 2026-06-30
Nova Wealth Management, Inc. 1,754 $196,483 ▼ -46 0.11% 2026-06-30
Siemens Fonds Invest GmbH 1,224 $194,934 ▼ -881 0.01% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 1,657 $187,599 ▲ +349 0.00% 2026-06-30
Atlantic Union Bankshares Corp 1,358 $152,123 Unchanged 0.00% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,311 $146,858 ▲ +129 0.00% 2026-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,300 $145,842 Unchanged 0.00% 2026-06-30
OAKWORTH CAPITAL, INC. 1,300 $145,626 Unchanged 0.01% 2026-06-30
Cromwell Holdings LLC 1,141 $128,544 Unchanged 0.06% 2026-06-30
Corient IA LP 1,100 $123,222 ▼ -2,220 0.11% 2026-06-30
EASTERN BANK 1,000 $112,020 ▲ +500 0.00% 2026-06-30
CoreCap Advisors, LLC 954 $106,867 ▲ +162 0.00% 2026-06-30
Arax Advisory Partners 879 $98,519 ▲ +232 0.00% 2026-06-30
SHP Wealth Management 873 $97,752 ▲ +5 0.01% 2026-06-30
Tacita Capital Inc 856 $95,933 ▼ -171 0.05% 2026-06-30
Washington Trust Advisors, Inc. 780 $87,376 Unchanged 0.01% 2026-06-30
Spire Wealth Management 735 $82,360 ▲ +2 0.00% 2026-06-30
ASSETMARK, INC 657 $73,614 ▼ -8 0.00% 2026-06-30
Evelyn Partners Group Ltd 630 $70,675 New position 0.00% 2026-06-30
Steward Partners Investment Advisory, LLC 619 $69,304 Unchanged 0.00% 2026-06-30
Measured Wealth Private Client Group, LLC 600 $67,212 Unchanged 0.02% 2026-06-30
AdvisorNet Financial, Inc 575 $64,412 Unchanged 0.00% 2026-06-30
Smartleaf Asset Management LLC 551 $62,401 Unchanged 0.00% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 502 $56,234 Unchanged 0.00% 2026-06-30
Aberdeen Wealth Management LLC 500 $56,010 New position 0.03% 2026-06-30
Winch Advisory Services, LLC 430 $48,140 ▲ +2 0.01% 2026-06-30
Mondrian Investment Partners LTD 281 $44,752 New position 0.00% 2026-06-30
Transamerica Financial Advisors, LLC 376 $42,372 ▲ +45 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 348 $38,983 ▲ +3 0.00% 2026-06-30
WealthCollab, LLC 328 $36,743 ▼ -19 0.01% 2026-06-30
PFS Partners, LLC 300 $33,606 New position 0.01% 2026-06-30
Global Retirement Partners, LLC 300 $33,584 ▲ +14 0.00% 2026-06-30
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $33,568 ▼ -240 0.01% 2026-06-30
HARBOUR INVESTMENTS, INC. 287 $32,188 ▲ +38 0.00% 2026-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 261 $29,251 ▲ +11 0.00% 2026-06-30
Sawyer & Company, Inc 222 $24,868 ▼ -140 0.01% 2026-06-30
GROUP ONE TRADING LLC 200 $22,404 ▼ -2,400 0.00% 2026-06-30
Institute for Wealth Management, LLC. 174 $19,501 New position 0.00% 2026-06-30
FIFTH THIRD BANCORP 168 $18,819 ▲ +7 0.00% 2026-06-30
QV Investors Inc. 156,597 $17,579 ▼ -42,829 1.35% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 149 $16,691 ▼ -4 0.00% 2026-06-30
Continuum Advisory, LLC 124 $13,890 New position 0.00% 2026-06-30
MJT & Associates Financial Advisory Group, Inc. 116 $12,995 Unchanged 0.01% 2026-06-30
UMB Bank, n.a. 100 $11,202 Unchanged 0.00% 2026-06-30
FINANCIAL CONSULATE, INC 97 $10,899 ▼ -6 0.00% 2026-06-30
Asset Dedication, LLC 89 $9,970 New position 0.00% 2026-06-30
FIDUCIARY FINANCIAL ADVISORS 91 $9,857 New position 0.00% 2026-06-30
JFS WEALTH ADVISORS, LLC 87 $9,746 Unchanged 0.00% 2026-06-30
Geneos Wealth Management Inc. 86 $9,634 Unchanged 0.00% 2026-06-30
MONTAG A & ASSOCIATES INC 83 $9,349 New position 0.00% 2026-06-30
Gen-Wealth Partners Inc 72 $8,065 Unchanged 0.00% 2026-06-30
LORD, ABBETT & CO. LLC 66,021 $7,414 ▲ +12,115 0.02% 2026-06-30
ATLAS CAPITAL ADVISORS INC. 64 $7,169 Unchanged 0.00% 2026-06-30
Moisand Fitzgerald Tamayo, LLC 60 $6,722 New position 0.00% 2026-06-30
MATHER GROUP, LLC. 56 $6,282 Unchanged 0.00% 2026-06-30
Bell Investment Advisors, Inc 56 $6,274 Unchanged 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 51 $5,738 ▲ +37 0.00% 2026-06-30
Larson Financial Group LLC 50 $5,601 Unchanged 0.00% 2026-06-30
Bogart Wealth, LLC 41 $4,593 ▼ -13 0.00% 2026-06-30
PRIVATE TRUST CO NA 40 $4,481 Unchanged 0.00% 2026-06-30
North Star Investment Management Corp. 39 $4,369 Unchanged 0.00% 2026-06-30
DekaBank Deutsche Girozentrale 30,782 $4,011 Unchanged 0.01% 2026-06-30
Bare Financial Services, Inc 34 $3,808 Unchanged 0.00% 2026-06-30
CANADA LIFE ASSURANCE Co 32,293 $3,605 ▼ -12,798 0.01% 2026-06-30
CENTRAL TRUST Co 31 $3,473 ▲ +26 0.00% 2026-06-30
Cornerstone Financial Management LLC 31 $3,473 ▲ +4 0.00% 2026-06-30
True Wealth Design, LLC 30 $3,361 ▼ -2 0.00% 2026-06-30
Kilter Group LLC 30 $3,361 ▲ +10 0.00% 2026-06-30
Physician Wealth Advisors, Inc. 29 $3,249 New position 0.00% 2026-06-30
Bruce G. Allen Investments, LLC 29 $3,249 Unchanged 0.00% 2026-06-30
MANNING & NAPIER ADVISORS LLC 26 $2,945 ▼ -37,961 0.00% 2026-06-30
Abound Wealth Management 25 $2,810 Unchanged 0.00% 2026-06-30
Aventura Private Wealth, LLC 25 $2,801 Unchanged 0.00% 2026-06-30
Beutel, Goodman & Co Ltd. 23,717 $2,662 ▼ -5,118 0.02% 2026-06-30
BESSEMER GROUP INC 23,235 $2,604 ▼ -6 0.00% 2026-06-30
Trifecta Capital Advisors, LLC 23 $2,577 New position 0.00% 2026-06-30
TD PRIVATE CLIENT WEALTH LLC 23 $2,576 New position 0.00% 2026-06-30
Thrivent Financial for Lutherans 19,504 $2,189 ▲ +4,666 0.00% 2026-06-30
Lester Murray Antman dba SimplyRich 17,166 $1,922 New position 0.45% 2026-06-30
JNBA Financial Advisors 16 $1,793 Unchanged 0.00% 2026-06-30
BOK Financial Private Wealth, Inc. 15 $1,690 New position 0.00% 2026-06-30
Dogwood Wealth Management LLC 15 $1,680 Unchanged 0.00% 2026-06-30
KELLEHER FINANCIAL ADVISORS 14 $1,569 New position 0.00% 2026-06-30
HRT FINANCIAL LP 13,613 $1,524 New position 0.00% 2026-06-30
GAMMA Investing LLC 11 $1,232 Unchanged 0.00% 2026-06-30
Fruth Investment Management 8,400 $940 Unchanged 0.22% 2026-06-30
RAFFA WEALTH MANAGEMENT, LLC 8 $896 New position 0.00% 2026-06-30
Mosley Wealth Management 8 $896 New position 0.00% 2026-06-30
Decker Retirement Planning Inc. 7 $798 New position 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 7 $784 ▼ -2,693 0.00% 2026-06-30
Janney Montgomery Scott LLC 6,010 $673 New position 0.00% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 5,779 $648 New position 0.00% 2026-06-30
Cornerstone Planning Group LLC 4 $503 New position 0.00% 2026-06-30
Nvest Wealth Strategies, Inc. 4 $449 Unchanged 0.00% 2026-06-30
Horizon Investments, LLC 4 $448 ▼ -4 0.00% 2026-06-30
LRI Investments, LLC 4 $448 New position 0.00% 2026-06-30
HIGHLINE WEALTH PARTNERS LLC 4 $448 Unchanged 0.00% 2026-06-30
PEAPACK GLADSTONE FINANCIAL CORP 3,723 $417 Unchanged 0.00% 2026-06-30
Financial Gravity Companies, Inc. 3 $336 ▼ -9 0.00% 2026-06-30
CIGNA INVESTMENTS INC /NEW 2,701 $303 ▼ -307 0.04% 2026-06-30
SG Americas Securities, LLC 1,796 $248 New position 0.00% 2026-06-30
Hanson & Doremus Investment Management 1,822 $204 ▼ -1,204 0.02% 2026-06-30
Pacer Advisors, Inc. 1,201 $135 ▼ -239,090 0.00% 2026-06-30
RHUMBLINE ADVISERS 1 $112 ▼ -6 0.00% 2026-06-30
SBI Securities Co., Ltd. 1 $112 Unchanged 0.00% 2026-06-30
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $97 New position 0.00% 2026-06-30
TOUNJIAN ADVISORY PARTNERS, LLC 1 $76 New position 0.00% 2026-06-30
Capital Analysts, LLC 155 $17 Unchanged 0.00% 2026-06-30
Harvest Fund Management Co., Ltd 111 $12 Unchanged 0.00% 2026-06-30
FNY Investment Advisers, LLC 50 $5 Unchanged 0.00% 2026-06-30
HANTZ FINANCIAL SERVICES, INC. 7 $1 Unchanged 0.00% 2026-06-30
MACKENZIE FINANCIAL CORP 0 $0 Sold out 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0 $0 Sold out 2026-06-30
Point72 Asset Management, L.P. 0 $0 Sold out 2026-06-30
Twin Tree Management, LP 0 $0 Sold out 2026-06-30
CWA Asset Management Group, LLC 0 $0 Sold out 2026-06-30
SUSQUEHANNA ADVISORS GROUP, INC. 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
PEAK6 LLC 0 $0 Sold out 2026-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
Erste Asset Management GmbH 0 $0 Sold out 2026-06-30
MQS Management LLC 0 $0 Sold out 2026-06-30
PDT Partners, LLC 0 $0 Sold out 2026-06-30
111 Capital 0 $0 Sold out 2026-06-30
Man Group plc 0 $0 Sold out 2026-06-30
Osmosis Investment Management UK Ltd 0 $0 Sold out 2026-06-30
GTS SECURITIES LLC 0 $0 Sold out 2026-06-30
ACADIAN ASSET MANAGEMENT LLC 0 $0 Sold out 2026-06-30
GSA CAPITAL PARTNERS LLP 0 $0 Sold out 2026-06-30
Avior Wealth Management, LLC 0 $0 Sold out 2026-06-30
FORA Capital, LLC 0 $0 Sold out 2026-06-30
Assenagon Asset Management S.A. 0 $0 Sold out 2026-06-30
YOUSIF CAPITAL MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
LOUISBOURG INVESTMENTS INC. 0 $0 Sold out 2026-06-30
Larry Mathis Financial Planning, LLC 0 $0 Sold out 2026-06-30
INTACT INVESTMENT MANAGEMENT INC. 0 $0 Sold out 2026-06-30
Cresset Asset Management, LLC 0 $0 Sold out 2026-06-30
CoreCommodity Management, LLC 0 $0 Sold out 2026-06-30
Stronghold Wealth Management L.L.C. 0 $0 Sold out 2026-06-30
HUB Investment Partners, LLC 0 $0 Sold out 2026-06-30
Breakwater Capital Group 0 $0 Sold out 2026-06-30
Aigen Investment Management, LP 0 $0 Sold out 2026-06-30
Venture Visionary Partners LLC 0 $0 Sold out 2026-06-30
BUILDER INVESTMENT GROUP INC /ADV 0 $0 Sold out 2026-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 0 $0 Sold out 2026-06-30
KEYBANK NATIONAL ASSOCIATION/OH 0 $0 Sold out 2026-06-30
LAZARI CAPITAL MANAGEMENT, INC. 0 $0 Sold out 2026-06-30
Syverson Strege & Co 0 $0 Sold out 2026-06-30
Pure Financial Advisors, LLC 0 $0 Sold out 2026-06-30
GREAT VALLEY ADVISOR GROUP, INC. 0 $0 Sold out 2026-06-30
Sigma Planning Corp 0 $0 Sold out 2026-06-30
WEST MICHIGAN ADVISORS, LLC 0 $0 Sold out 2026-06-30
GeoWealth Management, LLC 0 $0 Sold out 2026-06-30
BNP PARIBAS 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
Longview Financial Advisors, Inc. 0 $0 Sold out 2026-06-30
TWIN PEAKS WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30
First Pacific Financial 0 $0 Sold out 2026-06-30
Innovative Asset Advisors Group, LLC 0 $0 Sold out 2026-06-30
Elequin Capital, LP 0 $0 Sold out 2026-06-30
Grove Bank & Trust 0 $0 Sold out 2026-06-30
Intentional Wealth Strategies, LLC 0 $0 Sold out 2026-06-30
BALLAST ADVISORS LLC 0 $0 Sold out 2026-06-30
GoalVest Advisory LLC 0 $0 Sold out 2026-06-30
Raleigh Capital Management Inc. 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
Cassaday & Co Wealth Management LLC 0 $0 Sold out 2026-06-30
Strategic Wealth Partners, Ltd. 0 $0 Sold out 2026-06-30
TOTH FINANCIAL ADVISORY CORP 0 $0 Sold out 2026-06-30
Godfrey Financial Associates, Inc. 0 $0 Sold out 2026-06-30
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30
MV CAPITAL MANAGEMENT, INC. 0 $0 Sold out 2026-06-30
NOMURA ASSET MANAGEMENT CO LTD 0 $0 Sold out 0.00% 2026-06-30
Darwin Wealth Management, LLC 0 $35 Sold out 0.00% 2026-06-30