← All institutions

Institutional Holdings

ING

Ownership Summary

Institutions Holding
429
Total Shares Held
168,558,365
Total Value Held
$4,593,662,767
Quarter
2025-12-31

Active Positions

Increased Positions
5
339,178 shares
Decreased Positions
7
6,532,042 shares
Held Positions
9
73,971 shares
New Positions
406
161,613,174 shares
Sold Out Positions
2
15,875 shares
Institution Shares Value Change % of Portfolio Reported
Fisher Asset Management, LLC 53,221,109 $1,490,191,059 New position 2025-12-31
CAUSEWAY CAPITAL MANAGEMENT LLC 982,006 $27,496,176 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 360,161 $10,084,508 New position 2025-12-31
ABC ARBITRAGE SA 556,894 $15,593,032 New position 2025-12-31
Capricorn Fund Managers Ltd 900,000 $28,242,000 New position 2.23% 2026-06-30
BRIDGES INVESTMENT MANAGEMENT INC 277,987 $7,783,636 New position 2025-12-31
Generali Investments CEE, investicni spolecnost, a.s. 236,253 $7,467,007 ▲ +11,771 0.35% 2026-06-30
Campbell & CO Investment Adviser LLC 228,282 $6,391,896 New position 2025-12-31
JPL Wealth Management, LLC 133,999 $3,751,973 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 14,843 $415,604 New position 2025-12-31
Dorsey & Whitney Trust CO LLC 41,184 $1,153,152 New position 2025-12-31
Iowa State Bank 31,507 $988,690 Unchanged 0.17% 2026-06-30
HUNTINGTON NATIONAL BANK 34,560 $967,680 New position 2025-12-31
MARSHALL WACE, LLP 26,228 $823,035 ▼ -26,505 0.00% 2026-06-30
Parallel Advisors, LLC 20,834 $583,371 New position 2025-12-31
Collaborative Fund Advisors, LLC 23,282 $730,589 ▼ -57,827 0.43% 2026-06-30
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 21,076 $661,365 Unchanged 0.01% 2026-06-30
Ethos Financial Group, LLC 18,317 $595,486 New position 0.04% 2026-06-30
TRUST POINT INC. 13,371 $419,581 Unchanged 0.04% 2026-06-30
Valeo Financial Advisors, LLC 16,749 $468,972 New position 2025-12-31
First Command Advisory Services, Inc. 79 $2,212 New position 2025-12-31
Lorne Steinberg Wealth Management Inc. 10,250 $287,000 New position 2025-12-31
VIKING FUND MANAGEMENT LLC 10,000 $313,800 New position 0.03% 2026-06-30
ALTA CAPITAL MANAGEMENT LLC/ 9,702 $304,448 ▼ -177 0.02% 2026-06-30
ATLAS CAPITAL ADVISORS INC. 1,560 $43,680 New position 2025-12-31
YOUSIF CAPITAL MANAGEMENT, LLC 8,604 $269,994 ▼ -22,410 0.00% 2026-06-30
V-Square Quantitative Management LLC 6,023 $189,002 ▲ +77 0.02% 2026-06-30
SBI Securities Co., Ltd. 1,596 $44,688 New position 2025-12-31
PRIVATE TRUST CO NA 3,352 $93,856 New position 2025-12-31
Seneschal Advisors, LLC 1,167 $32,676 New position 2025-12-31
Financial Management Professionals, Inc. 1,624 $45,472 New position 2025-12-31
Fourth Dimension Wealth, LLC 900 $25,200 New position 2025-12-31
Golden State Wealth Management, LLC 614 $17,192 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 528 $16,569 ▲ +115 0.00% 2026-06-30
Synergy Investment Management, LLC 466 $15,149 New position 0.00% 2026-06-30
First Bancorp, Inc /ME/ 450 $14,121 New position 0.01% 2026-06-30
AdvisorNet Financial, Inc 323 $10,136 Unchanged 0.00% 2026-06-30
YANKCOM Partnership 319 $10,010 Unchanged 0.00% 2026-06-30
Ninepoint Partners LP 194 $5,432 New position 2025-12-31
Arlington Trust Co LLC 270 $8,473 Unchanged 0.00% 2026-06-30
IMA Advisory Services, Inc. 97 $2,716 New position 2025-12-31
AMERIFLEX GROUP, INC. 249 $7,814 New position 0.00% 2026-06-30
Burk Holdings LLC 154 $4,833 New position 0.00% 2026-06-30
North Star Investment Management Corp. 131 $3,668 New position 2025-12-31
Creative Capital Management Investments LLC 115 $3,609 New position 0.00% 2026-06-30
Wiser Advisor Group LLC 98 $2,756 New position 2025-12-31
Pacer Advisors, Inc. 34,644 $1,095 ▼ -594 0.00% 2026-06-30
MARSHALL INVESTMENT MANAGEMENT, LLC 29 $910 New position 0.00% 2026-06-30
LSV ASSET MANAGEMENT 4,600 $144 Unchanged 0.00% 2026-06-30
CX Institutional 84 $2 New position 2025-12-31
Integrated Wealth Concepts LLC 23,251 $651,035 New position 2025-12-31
GAMMA Investing LLC 0 $0 Sold out 2026-06-30
LANARK FINANCIAL, INC. 0 $0 Sold out 2026-06-30
MORGAN STANLEY 12,749,112 $356,975,220 New position 2025-12-31
GOLDMAN SACHS GROUP INC 7,804,829 $218,535,213 New position 2025-12-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 6,815,183 $190,825,124 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 6,389,218 $178,898,115 ▼ -896,002 2025-12-31
FMR LLC 6,363,732 $178,184,512 New position 2025-12-31
BlackRock, Inc. 5,177,240 $144,962,725 New position 2025-12-31
Aristotle Capital Management, LLC 5,168,938 $144,730,978 New position 2025-12-31
NORTHERN TRUST CORP 4,048,638 $113,361,864 New position 2025-12-31
ROYAL BANK OF CANADA 3,650,790 $102,222,000 New position 2025-12-31
LAZARD ASSET MANAGEMENT LLC 2,915,827 $81,643,167 New position 2025-12-31
TODD ASSET MANAGEMENT LLC 2,763,710 $77,384,000 New position 2025-12-31
WELLS FARGO & COMPANY/MN 2,700,573 $75,616,046 New position 2025-12-31
CITADEL ADVISORS LLC 2,414,525 $67,606,700 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 1,963,509 $54,978,252 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 932,380 $52,636,389 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 1,648,706 $46,163,771 New position 2025-12-31
Quantinno Capital Management LP 1,647,209 $46,121,859 New position 2025-12-31
JPMORGAN CHASE & CO 1,381,214 $38,674,038 New position 2025-12-31
HighTower Advisors, LLC 835,381 $23,390,660 New position 2025-12-31
Guardian Partners Inc. 718,678 $21,942,658 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 760,662 $21,301,510 New position 2025-12-31
SEI INVESTMENTS CO 730,761 $20,461,180 New position 2025-12-31
AMERIPRISE FINANCIAL INC 710,924 $19,905,872 New position 2025-12-31
Qube Research & Technologies Ltd 692,167 $19,380,676 New position 2025-12-31
THORNBURG INVESTMENT MANAGEMENT INC 632,753 $17,717,084 New position 2025-12-31
LPL Financial LLC 575,314 $16,108,804 New position 2025-12-31
Point72 Asset Management, L.P. 557,815 $15,618,820 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 542,264 $15,183,392 New position 2025-12-31
STIFEL FINANCIAL CORP 540,563 $15,135,773 New position 2025-12-31
Neuberger Berman Group LLC 534,231 $14,973,414 New position 2025-12-31
UBS Group AG 486,662 $13,626,536 New position 2025-12-31
Connor, Clark & Lunn Investment Management Ltd. 480,527 $13,454,756 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 462,155 $12,940,340 New position 2025-12-31
Bank of New York Mellon Corp 456,395 $12,779,044 New position 2025-12-31
CIBC WORLD MARKET INC. 453,769 $12,705,534 New position 2025-12-31
Pathstone Holdings, LLC 434,215 $12,158,022 New position 2025-12-31
US BANCORP \DE\ 429,176 $12,016,924 New position 2025-12-31
CAPITAL FUND MANAGEMENT S.A. 419,281 $11,739,868 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 418,028 $11,704,784 New position 2025-12-31
NATIONAL BANK OF CANADA /FI/ 416,814 $11,670,792 New position 2025-12-31
Creative Planning 385,715 $10,800,004 New position 2025-12-31
BANK OF MONTREAL /CAN/ 375,799 $10,522,372 New position 2025-12-31
CITIGROUP INC 375,203 $10,505,684 New position 2025-12-31
Curi Capital, LLC 355,822 $9,963,001 New position 2025-12-31
Pinnacle Financial Partners, Inc. 324,086 $9,074,418 New position 2025-12-31
FIRST TRUST ADVISORS LP 320,631 $8,977,658 New position 2025-12-31
Cerity Partners LLC 317,841 $8,899,527 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 312,033 $8,736,911 New position 2025-12-31
UMB Bank, n.a. 309,114 $8,655,192 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 286,547 $8,023,317 New position 2025-12-31
Vestmark Advisory Solutions, Inc. 276,993 $7,755,795 New position 2025-12-31
LOGAN CAPITAL MANAGEMENT INC 276,801 $7,750,441 New position 2025-12-31
Capital Investment Counsel, LLC 272,776 $7,637,728 New position 2025-12-31
Federation des caisses Desjardins du Quebec 272,046 $7,617,288 New position 2025-12-31
FRANKLIN RESOURCES INC 261,134 $7,311,749 New position 2025-12-31
Mariner, LLC 258,692 $7,244,305 New position 2025-12-31
Tower Research Capital LLC (TRC) 256,336 $7,177,408 New position 2025-12-31
Crossmark Global Holdings, Inc. 247,804 $6,938,512 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 231,061 $6,469,708 New position 2025-12-31
Boston Partners 229,679 $6,445,888 New position 2025-12-31
M&T BANK CORP 73,612 $6,354,010 New position 2025-12-31
Cetera Investment Advisers 220,253 $6,167,102 New position 2025-12-31
Capital Research Global Investors 217,394 $6,108,791 New position 2025-12-31
JANE STREET GROUP, LLC 215,381 $6,030,668 New position 2025-12-31
1832 Asset Management L.P. 212,752 $5,957,056 New position 2025-12-31
Orion Porfolio Solutions, LLC 209,965 $5,879,010 New position 2025-12-31
Laird Norton Wetherby Trust Company, LLC 198,846 $5,567,688 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 193,719 $5,424,132 New position 2025-12-31
Rockefeller Capital Management L.P. 190,007 $5,320,409 New position 2025-12-31
&PARTNERS 188,564 $5,280,942 New position 2025-12-31
QRG CAPITAL MANAGEMENT, INC. 178,924 $5,009,868 New position 2025-12-31
WASATCH ADVISORS LP 175,000 $4,900,000 New position 2025-12-31
EAGLE GLOBAL ADVISORS LLC 174,948 $4,898,557 New position 2025-12-31
Callan Family Office, LLC 168,388 $4,714,875 New position 2025-12-31
Ethic Inc. 160,266 $4,487,458 New position 2025-12-31
TRUIST FINANCIAL CORP 149,565 $4,187,814 New position 2025-12-31
Meridian Wealth Management, LLC 147,724 $4,136,273 New position 2025-12-31
Aquatic Capital Management LLC 138,447 $3,876,516 New position 2025-12-31
Russell Investments Group, Ltd. 131,574 $3,684,064 New position 2025-12-31
Sanders Capital, LLC 128,385 $3,569,180 New position 2025-12-31
Abundance Wealth Counselors 124,840 $3,495,520 New position 2025-12-31
Nuveen, LLC 119,297 $3,340,316 New position 2025-12-31
MARIETTA INVESTMENT PARTNERS LLC 114,934 $3,218,152 New position 2025-12-31
XTX Topco Ltd 114,044 $3,193,232 New position 2025-12-31
Schonfeld Strategic Advisors LLC 112,975 $3,163,300 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 112,113 $3,139,153 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 110,516 $3,094,454 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 106,170 $2,972,762 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 106,170 $2,972,760 New position 2025-12-31
Covenant Partners, LLC 98,262 $2,751,336 New position 2025-12-31
Vident Advisory, LLC 98,140 $2,747,946 New position 2025-12-31
OSAIC HOLDINGS, INC. 96,832 $2,711,379 New position 2025-12-31
TUDOR INVESTMENT CORP ET AL 96,202 $2,693,656 ▲ +72,868 2025-12-31
ICON ADVISERS INC/CO 93,403 $2,615,284 New position 2025-12-31
STATE STREET CORP 92,705 $2,595,740 New position 2025-12-31
HIGHLAND CAPITAL MANAGEMENT, LLC 88,660 $2,482,480 New position 2025-12-31
Sanctuary Advisors, LLC 88,169 $2,468,746 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 87,172 $2,440,816 New position 2025-12-31
Grantham, Mayo, Van Otterloo & Co. LLC 86,660 $2,426,480 New position 2025-12-31
INTRUST BANK NA 85,125 $2,383,500 New position 2025-12-31
RHUMBLINE ADVISERS 82,401 $2,307,228 New position 2025-12-31
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 81,158 $2,272,424 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 81,002 $2,268,051 New position 2025-12-31
EXENCIAL WEALTH ADVISORS, LLC 79,810 $2,234,674 New position 2025-12-31
Corient Private Wealth LLC 78,190 $2,189,351 New position 2025-12-31
Brooklyn Investment Group 75,374 $2,106,691 New position 2025-12-31
Walleye Capital LLC 73,872 $2,068,416 New position 2025-12-31
Wealthstar Advisors, LLC 71,925 $2,013,897 New position 2025-12-31
Caprock Group, LLC 70,814 $1,982,809 New position 2025-12-31
Merit Financial Group, LLC 70,038 $1,961,060 New position 2025-12-31
PZENA INVESTMENT MANAGEMENT LLC 68,962 $1,930,932 New position 2025-12-31
MML INVESTORS SERVICES, LLC 67,839 $1,899,491 New position 2025-12-31
NewEdge Advisors, LLC 66,540 $1,863,132 New position 2025-12-31
UNITED CAPITAL FINANCIAL ADVISORS, LLC 66,368 $1,858,310 New position 2025-12-31
Ballentine Partners, LLC 66,010 $1,848,280 New position 2025-12-31
IEQ CAPITAL, LLC 63,963 $1,790,965 New position 2025-12-31
Sequoia Financial Advisors, LLC 62,675 $1,754,907 New position 2025-12-31
Walleye Trading LLC 61,100 $1,710,800 New position 2025-12-31
Northwest & Ethical Investments L.P. 60,782 $1,701,896 New position 2025-12-31
Trexquant Investment LP 59,831 $1,675,268 New position 2025-12-31
Compound Planning, Inc. 58,377 $1,634,569 New position 2025-12-31
LFG Wealth Partners, LLC 54,631 $1,529,679 New position 2025-12-31
Waverly Advisors, LLC 54,401 $1,523,228 New position 2025-12-31
Invesco Ltd. 54,220 $1,518,160 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 54,124 $1,515,472 New position 2025-12-31
HANCOCK WHITNEY CORP 53,742 $1,504,776 New position 2025-12-31
XY Capital Ltd 52,989 $1,483,692 New position 2025-12-31
BENJAMIN EDWARDS INC 51,803 $1,450,501 New position 2025-12-31
TD Waterhouse Canada Inc. 51,756 $1,449,168 New position 2025-12-31
Focus Partners Wealth 51,814 $1,446,977 New position 2025-12-31
DEUTSCHE BANK AG\ 50,760 $1,421,280 New position 2025-12-31
GUGGENHEIM CAPITAL LLC 50,490 $1,413,720 New position 2025-12-31
Advisors Asset Management, Inc. 50,175 $1,404,900 New position 2025-12-31
FIFTH THIRD BANCORP 49,836 $1,395,408 New position 2025-12-31
Verdence Capital Advisors LLC 49,284 $1,379,959 New position 2025-12-31
Abacus Wealth Partners, LLC 49,211 $1,377,920 New position 2025-12-31
Forum Financial Management, LP 49,021 $1,372,588 New position 2025-12-31
LETKO, BROSSEAU & ASSOCIATES INC 48,925 $1,369,900 New position 2025-12-31
EVOLVE PRIVATE WEALTH, LLC 46,955 $1,314,731 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 46,107 $1,290,996 New position 2025-12-31
Qtron Investments LLC 45,734 $1,280,552 New position 2025-12-31
NewEdge Wealth, LLC 45,733 $1,280,524 New position 2025-12-31
GUARDIAN CAPITAL LP 44,883 $1,256,724 New position 2025-12-31
Lido Advisors, LLC 47,377 $1,237,786 New position 2025-12-31
Voleon Capital Management LP 43,128 $1,207,584 New position 2025-12-31
Global Retirement Partners, LLC 42,438 $1,188,270 New position 2025-12-31
FIDUCIARY TRUST CO 42,051 $1,177,428 New position 2025-12-31
Savant Capital, LLC 41,222 $1,154,209 New position 2025-12-31
Smartleaf Asset Management LLC 41,049 $1,153,505 New position 2025-12-31
Optiver Holding B.V. 41,182 $1,153,096 New position 2025-12-31
ELEVATION POINT WEALTH PARTNERS, LLC 40,364 $1,130,192 ▼ -6,672 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 40,000 $1,120,000 New position 2025-12-31
REGIONS FINANCIAL CORP 36,177 $1,012,956 New position 2025-12-31
AlphaCore Capital LLC 35,915 $1,005,620 New position 2025-12-31
Hilltop Holdings Inc. 35,608 $997,001 New position 2025-12-31
AE Wealth Management LLC 34,718 $972,086 New position 2025-12-31
EARNEST PARTNERS LLC 34,347 $961,716 New position 2025-12-31
GLENMEDE TRUST CO NA 34,339 $961,492 New position 2025-12-31
Themes Management Co LLC 33,650 $942,200 New position 2025-12-31
PDS Planning, Inc 32,958 $922,824 New position 2025-12-31
BAILARD, INC. 32,007 $896,196 New position 2025-12-31
Dynasty Wealth Management, LLC 31,606 $884,968 New position 2025-12-31
Vise Technologies, Inc. 31,334 $877,366 New position 2025-12-31
SYON CAPITAL LLC 31,257 $875,196 New position 2025-12-31
PEAK6 LLC 30,600 $856,800 New position 2025-12-31
Optas, LLC 30,363 $850,164 New position 2025-12-31
HB Wealth Management, LLC 29,341 $821,559 New position 2025-12-31
Atria Investments, Inc 29,222 $818,229 New position 2025-12-31
Verition Fund Management LLC 28,023 $784,644 New position 2025-12-31
GeoWealth Management, LLC 26,733 $748,524 New position 2025-12-31
Sivia Capital Partners, LLC 25,693 $719,404 New position 2025-12-31
PROFUND ADVISORS LLC 25,619 $717,332 New position 2025-12-31
Gallacher Capital Management LLC 25,431 $712,067 New position 2025-12-31
DRW Securities, LLC 25,349 $709,772 New position 2025-12-31
GC Wealth Management RIA, LLC 25,348 $709,744 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 25,030 $700,850 New position 2025-12-31
SIH Partners, LLLP 24,800 $694,400 New position 2025-12-31
Headlands Technologies LLC 24,281 $679,868 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 24,130 $675,640 New position 2025-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 23,713 $663,962 New position 2025-12-31
Private Advisor Group, LLC 23,701 $663,628 New position 2025-12-31
Camelot Portfolios, LLC 23,674 $662,876 New position 2025-12-31
Aprio Wealth Management, LLC 23,240 $650,711 New position 2025-12-31
JEPPSON WEALTH MANAGEMENT, LLC 23,075 $646,100 New position 2025-12-31
Kestra Advisory Services, LLC 21,132 $591,683 New position 2025-12-31
Arista Wealth Management, LLC 21,091 $590,548 New position 2025-12-31
Graham Capital Management, L.P. 20,608 $577,024 New position 2025-12-31
KEYBANK NATIONAL ASSOCIATION/OH 20,082 $562,296 New position 2025-12-31
Abel Hall, LLC 20,071 $561,988 New position 2025-12-31
FOX RUN MANAGEMENT, L.L.C. 19,913 $557,564 New position 2025-12-31
Ellevest, Inc. 19,547 $547,316 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 19,241 $538,748 New position 2025-12-31
Concurrent Investment Advisors, LLC 19,144 $536,036 New position 2025-12-31
Checchi Capital Advisers, LLC 18,961 $530,908 New position 2025-12-31
Ashton Thomas Private Wealth, LLC 18,556 $519,568 New position 2025-12-31
INVESTED ADVISORS 18,520 $518,560 New position 2025-12-31
Rathbones Group PLC 18,100 $506,800 New position 2025-12-31
Simplicity Wealth,LLC 18,006 $504,164 New position 2025-12-31
FIRST NATIONAL TRUST CO 17,583 $492,324 New position 2025-12-31
Cetera Trust Company, N.A 17,430 $488,040 New position 2025-12-31
SAGE RHINO CAPITAL LLC 17,155 $480,340 New position 2025-12-31
Samalin Investment Counsel, LLC 17,021 $476,593 New position 2025-12-31
OpenArc Corporate Advisory, LLC 17,006 $476,168 New position 2025-12-31
Resonant Capital Advisors, LLC 16,935 $474,180 New position 2025-12-31
Bleakley Financial Group, LLC 16,794 $470,229 New position 2025-12-31
RD Lewis Holdings, Inc. 15,176 $469,090 New position 2025-12-31
OneDigital Investment Advisors LLC 16,735 $468,586 New position 2025-12-31
KING LUTHER CAPITAL MANAGEMENT CORP 15,903 $445,284 New position 2025-12-31
Hyperion Capital Advisors LP 15,791 $442,148 New position 2025-12-31
TWO SIGMA SECURITIES, LLC 15,705 $439,740 New position 2025-12-31
Envestnet Portfolio Solutions, Inc. 15,628 $437,596 New position 2025-12-31
Canopy Partners, LLC 15,497 $433,916 New position 2025-12-31
Snowden Capital Advisors LLC 15,450 $432,600 New position 2025-12-31
Investment Research Partners LLC 15,258 $427,224 New position 2025-12-31
Prospera Financial Services Inc 15,163 $424,635 New position 2025-12-31
EP Wealth Advisors, LLC 15,097 $422,720 New position 2025-12-31
BARCLAYS PLC 15,000 $420,000 New position 2025-12-31
TD PRIVATE CLIENT WEALTH LLC 14,621 $409,391 New position 2025-12-31
Aviso Financial Inc. 14,232 $398,496 New position 2025-12-31
New Republic Capital, LLC 14,006 $392,170 New position 2025-12-31
DRIVE WEALTH MANAGEMENT, LLC 13,965 $391,014 New position 2025-12-31
PALLADIEM, LLC 13,559 $381,016 New position 2025-12-31
TWO SIGMA ADVISERS, LP 13,500 $378,000 New position 2025-12-31
Sterling Capital Management LLC 13,244 $370,832 New position 2025-12-31
Keel Point, LLC 12,887 $360,836 New position 2025-12-31
EverSource Wealth Advisors, LLC 12,738 $356,666 New position 2025-12-31
Financial Engines Advisors L.L.C. 12,722 $356,216 New position 2025-12-31
RiverFront Investment Group, LLC 12,587 $352,436 New position 2025-12-31
OLD NATIONAL BANCORP /IN/ 12,505 $350,140 New position 2025-12-31
PCM Encore, LLC 12,397 $347,116 New position 2025-12-31
PRINCIPAL SECURITIES, INC. 12,318 $344,908 New position 2025-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 12,107 $338,998 New position 2025-12-31
Wealthspire Advisors, LLC 11,890 $332,920 New position 2025-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 11,713 $327,964 New position 2025-12-31
Entropy Technologies, LP 11,554 $323,512 New position 2025-12-31
Knights of Columbus Asset Advisors LLC 11,410 $319,480 New position 2025-12-31
MGO ONE SEVEN LLC 11,360 $318,090 New position 2025-12-31
Advisory Services Network, LLC 11,230 $314,440 New position 2025-12-31
Scientech Research LLC 11,099 $310,772 New position 2025-12-31
Bruce G. Allen Investments, LLC 10,922 $305,816 New position 2025-12-31
ANCHYRA PARTNERS LLC 10,797 $302,316 New position 2025-12-31
COMMERCE BANK 10,767 $301,476 New position 2025-12-31
Arax Advisory Partners 10,744 $300,852 New position 2025-12-31
Greenspring Advisors, LLC 10,697 $299,508 New position 2025-12-31
Mutual Advisors, LLC 10,650 $298,209 New position 2025-12-31
Hardy Reed LLC 10,627 $297,556 New position 2025-12-31
SmartHarvest Portfolios, LLC 10,552 $295,461 New position 2025-12-31
Focus Partners Advisor Solutions, LLC 10,483 $293,529 New position 2025-12-31
Glenview Trust Co 10,398 $291,144 New position 2025-12-31
Werba Rubin Papier Wealth Management 10,350 $289,787 New position 2025-12-31
Moors & Cabot, Inc. 10,305 $288,539 New position 2025-12-31
OXFORD FINANCIAL GROUP, LTD. LLC 10,282 $287,896 New position 2025-12-31
Legacy Capital Group California, Inc. 10,188 $285,264 New position 2025-12-31
OPPENHEIMER & CO INC 9,984 $279,552 New position 2025-12-31
Diversified Enterprises, LLC 9,931 $278,068 New position 2025-12-31
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 9,632 $269,696 New position 2025-12-31
IHT Wealth Management, LLC 9,575 $268,112 New position 2025-12-31
Vontobel Holding Ltd. 9,440 $264,320 New position 2025-12-31
Argos Wealth Advisors, LLC 9,057 $253,596 New position 2025-12-31
Allworth Financial LP 8,981 $251,465 New position 2025-12-31
HighPoint Advisor Group LLC 8,934 $250,145 New position 2025-12-31
SCOTIA CAPITAL INC. 8,884 $248,687 New position 2025-12-31
BLAIR WILLIAM & CO/IL 8,859 $248,039 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 8,778 $245,784 New position 2025-12-31
CIBC Private Wealth Group LLC 8,734 $244,552 New position 2025-12-31
Kohmann Bosshard Financial Services, LLC 8,725 $244,300 New position 2025-12-31
Syverson Strege & Co 8,703 $243,684 New position 2025-12-31
Integrated Quantitative Investments LLC 8,686 $243,208 New position 2025-12-31
Emerald Advisors, LLC 8,680 $243,040 New position 2025-12-31
GABELLI FUNDS LLC 8,652 $242,256 New position 2025-12-31
Choate Investment Advisors 8,592 $240,576 New position 2025-12-31
Belpointe Asset Management LLC 8,412 $235,536 New position 2025-12-31
Connecticut Capital Management Group, LLC 8,352 $233,856 New position 2025-12-31
West Family Investments, Inc. 8,212 $229,936 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 7,834 $225,306 New position 2025-12-31
Engineers Gate Manager LP 7,875 $220,500 New position 2025-12-31
one8zero8, LLC 7,760 $217,280 New position 2025-12-31
Badgley Phelps Wealth Managers, LLC 7,600 $212,800 New position 2025-12-31
Beacon Pointe Advisors, LLC 7,599 $212,760 New position 2025-12-31
a16z Perennial Management, L.P. 7,452 $208,656 New position 2025-12-31
Bridgefront Capital, LLC 7,407 $207,396 New position 2025-12-31
KINTRA WEALTH, LLC 7,370 $206,360 New position 2025-12-31
May Hill Capital, LLC 7,226 $202,328 New position 2025-12-31
United Financial Planning Group LLC 6,330 $177,240 New position 2025-12-31
BROWN BROTHERS HARRIMAN & CO 5,886 $164,808 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 5,450 $152,600 New position 2025-12-31
Manchester Capital Management LLC 5,373 $150,444 New position 2025-12-31
PARADIGM ASSET MANAGEMENT CO LLC 5,200 $145,600 New position 2025-12-31
Larson Financial Group LLC 4,617 $129,276 New position 2025-12-31
Steward Partners Investment Advisory, LLC 4,470 $125,170 New position 2025-12-31
Parkside Financial Bank & Trust 3,779 $105,812 New position 2025-12-31
MAI Capital Management 3,550 $99,414 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 3,167 $88,676 New position 2025-12-31
NATIXIS ADVISORS, LLC 2,940,579 $82,336 New position 2025-12-31
IFP Advisors, Inc 2,287 $64,036 Unchanged 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1,784,650 $49,970 New position 2025-12-31
Root Financial Partners, LLC 1,534 $42,952 New position 2025-12-31
REXFORD CAPITAL INC 1,489 $41,692 New position 2025-12-31
Caitong International Asset Management Co., Ltd 1,431 $40,068 New position 2025-12-31
Fairscale Capital, LLC 1,414 $39,592 New position 2025-12-31
Salomon & Ludwin, LLC 1,314 $38,001 New position 2025-12-31
Transamerica Financial Advisors, LLC 1,113 $31,164 New position 2025-12-31
SouthState Bank Corp 1,047 $29,316 New position 2025-12-31
WPG Advisers, LLC 957 $26,796 New position 2025-12-31
Physician Wealth Advisors, Inc. 941 $26,347 New position 2025-12-31
SageView Advisory Group, LLC 875 $24,500 New position 2025-12-31
Bogart Wealth, LLC 854 $23,912 New position 2025-12-31
Murphy & Mullick Capital Management Corp 743 $20,804 New position 2025-12-31
Geneos Wealth Management Inc. 722 $20,216 New position 2025-12-31
Annis Gardner Whiting Capital Advisors, LLC 616 $17,248 New position 2025-12-31
Triumph Capital Management 568 $15,904 New position 2025-12-31
Cornerstone Planning Group LLC 525 $15,582 New position 2025-12-31
Private Wealth Asset Management, LLC 552 $15,456 New position 2025-12-31
Ancora Advisors LLC 480 $13,440 New position 2025-12-31
Glen Eagle Advisors, LLC 441 $12,339 New position 2025-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 411 $11,514 New position 2025-12-31
Atlantic Edge Private Wealth Management, LLC 400 $11,200 New position 2025-12-31
Acumen Wealth Advisors, LLC 398 $11,144 New position 2025-12-31
Elyxium Wealth, LLC 354 $9,912 New position 2025-12-31
NBC SECURITIES, INC. 342 $9,576 New position 2025-12-31
HRT FINANCIAL LP 303,498 $8,497 New position 2025-12-31
Cornerstone Financial Management LLC 303 $8,484 New position 2025-12-31
REDMONT WEALTH ADVISORS LLC 299 $8,372 New position 2025-12-31
Valued Wealth Advisors LLC 297 $8,316 New position 2025-12-31
Wilmington Savings Fund Society, FSB 290 $8,120 New position 2025-12-31
High Note Wealth, LLC 287 $8,036 New position 2025-12-31
JNBA Financial Advisors 278 $7,784 New position 2025-12-31
MOTCO 265 $7,420 New position 2025-12-31
Nemes Rush Group LLC 264 $7,392 New position 2025-12-31
WealthCollab, LLC 254 $7,112 New position 2025-12-31
McIlrath & Eck, LLC 246 $6,888 New position 2025-12-31
Bare Financial Services, Inc 223 $6,244 New position 2025-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 222 $6,216 New position 2025-12-31
Godfrey Financial Associates, Inc. 219 $6,132 New position 2025-12-31
Boreal Capital Management LLC 218 $6,104 Unchanged 2025-12-31
TUCKER ASSET MANAGEMENT LLC 213 $5,964 New position 2025-12-31
LINCLUDEN MANAGEMENT LTD 208,280 $5,832 New position 2025-12-31
FEDERATED HERMES, INC. 195 $5,460 New position 2025-12-31
Financial Network Wealth Advisors LLC 194 $5,432 New position 2025-12-31
MANNING & NAPIER ADVISORS LLC 189 $5,311 New position 2025-12-31
HighMark Wealth Management LLC 179 $5,000 New position 2025-12-31
CENTRAL TRUST Co 177 $4,948 New position 2025-12-31
Principia Wealth Advisory, LLC 172 $4,816 ▲ +5 2025-12-31
Signature Equity Partners, LLC 172 $4,816 New position 2025-12-31
Asset Dedication, LLC 170 $4,760 New position 2025-12-31
BESSEMER GROUP INC 152,912 $4,282 New position 2025-12-31
Quaker Wealth Management, LLC 150 $4,200 New position 2025-12-31
Sunbelt Securities, Inc. 145 $4,060 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 121,500 $3,402 New position 2025-12-31
Whipplewood Advisors, LLC 121 $3,388 New position 2025-12-31
Anfield Capital Management, LLC 110 $3,080 New position 2025-12-31
Elevated Capital Advisors, LLC 102 $2,856 New position 2025-12-31
MCF Advisors LLC 101 $2,828 New position 2025-12-31
CULLEN/FROST BANKERS, INC. 100 $2,809 New position 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 100,048 $2,800 New position 2025-12-31
Wealth Watch Advisors, INC 81 $2,268 New position 2025-12-31
Dunhill Financial, LLC 78 $2,184 New position 2025-12-31
Frazier Financial Advisors, LLC 74 $2,072 New position 2025-12-31
HM PAYSON & CO 71 $1,988 New position 2025-12-31
Janney Montgomery Scott LLC 55,645 $1,558 New position 2025-12-31
Benson Wealth Management INC 46 $1,288 New position 2025-12-31
American Capital Advisory, LLC 39 $1,092 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 34,528 $967 New position 2025-12-31
ST GERMAIN D J CO INC 32 $896 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 31,912 $894 New position 2025-12-31
CWM, LLC 25,964 $728 New position 2025-12-31
Rossby Financial, LCC 26 $728 New position 2025-12-31
Kilter Group LLC 25 $700 New position 2025-12-31
Horizon Investments, LLC 23 $639 New position 2025-12-31
Summit Global Investments 14,707 $412 New position 2025-12-31
Addison Advisors LLC 9 $252 New position 2025-12-31
FLOW TRADERS U.S. LLC 8,310 $233 New position 2025-12-31
Employees Retirement System of Texas 7,699 $216 New position 2025-12-31
Capital Analysts, LLC 633 $18 New position 2025-12-31
GW&K Investment Management, LLC 506 $14 New position 2025-12-31
Smithfield Trust Co 157 $4 New position 2025-12-31