← All institutions
Institutional Holdings
IPGPOwnership Summary
Institutions Holding
438
Total Shares Held
33,903,657
Total Value Held
$2,735,019,714
Quarter
2025-12-31
Active Positions
Increased Positions
45
3,141,226 shares
Decreased Positions
34
476,812 shares
Held Positions
14
69,726 shares
New Positions
310
30,215,893 shares
Sold Out Positions
35
218,816 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 4,487,103 | $321,276,557 | New position | 2025-12-31 | |
| BlackRock, Inc. | 2,457,691 | $175,970,675 | New position | 2025-12-31 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,646,072 | $193,117,167 | New position | 0.01% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 1,815,042 | $129,960,439 | New position | 2025-12-31 | |
| LAZARD ASSET MANAGEMENT LLC | 1,769,283 | $126,680,663 | New position | 2025-12-31 | |
| Sumitomo Mitsui Trust Group, Inc. | 1,362,115 | $159,803,332 | ▲ +11,787 | 0.09% | 2026-06-30 |
| VICTORY CAPITAL MANAGEMENT INC | 3,765 | $269,574 | New position | 2025-12-31 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,151,301 | $135,070,633 | New position | 0.00% | 2026-06-30 |
| Neuberger Berman Group LLC | 709,783 | $50,854,912 | New position | 2025-12-31 | |
| STATE STREET CORP | 805,435 | $57,669,146 | New position | 2025-12-31 | |
| WESTWOOD HOLDINGS GROUP INC | 901,541 | $105,768,790 | ▲ +122,013 | 0.80% | 2026-06-30 |
| M&G Plc | 620,845 | $44,700,840 | New position | 2025-12-31 | |
| DISCIPLINED GROWTH INVESTORS INC /MN | 566,734 | $40,578,154 | New position | 2025-12-31 | |
| GEODE CAPITAL MANAGEMENT, LLC | 485,155 | $34,744,407 | New position | 2025-12-31 | |
| SEGALL BRYANT & HAMILL, LLC | 422,536 | $30,253,578 | New position | 2025-12-31 | |
| MORGAN STANLEY | 745,246 | $53,359,701 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 698,405 | $50,005,798 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 175,688 | $12,579,261 | New position | 2025-12-31 | |
| Invesco Ltd. | 288,507 | $20,657,101 | New position | 2025-12-31 | |
| Allianz Asset Management GmbH | 254,566 | $18,226,926 | New position | 2025-12-31 | |
| EMERALD ADVISERS, LLC | 204,050 | $14,609,980 | New position | 2025-12-31 | |
| EXCHANGE TRADED CONCEPTS, LLC | 304,496 | $35,723,470 | ▲ +88,702 | 0.16% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 337,846 | $24,189,774 | New position | 2025-12-31 | |
| Legal & General Group Plc | 199,766 | $14,303,248 | New position | 2025-12-31 | |
| NEXT CENTURY GROWTH INVESTORS LLC | 270,752 | $31,764,624 | New position | 1.68% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 218,929 | $15,675,316 | ▲ +25,700 | 2025-12-31 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 225,000 | $16,110,000 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 64,562 | $4,622,639 | New position | 2025-12-31 | |
| NORGES BANK | 176,632 | $12,646,851 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 194,884 | $13,953,695 | New position | 2025-12-31 | |
| EMERALD MUTUAL FUND ADVISERS TRUST | 122,225 | $8,751,310 | New position | 2025-12-31 | |
| AMERICAN CAPITAL MANAGEMENT INC | 235,554 | $16,865,666 | New position | 2025-12-31 | |
| SEI INVESTMENTS CO | 35,296 | $2,527,128 | New position | 2025-12-31 | |
| FULLER & THALER ASSET MANAGEMENT, INC. | 189,340 | $13,556,722 | New position | 2025-12-31 | |
| S Squared Technology, LLC | 143,916 | $10,304,386 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 128,927 | $9,231,170 | New position | 2025-12-31 | |
| VANGUARD FIDUCIARY TRUST CO | 160,985 | $18,886,760 | New position | 0.00% | 2026-06-30 |
| ROYCE & ASSOCIATES LP | 170,180 | $12,184,888 | New position | 2025-12-31 | |
| BAILLIE GIFFORD & CO | 160,499 | $18,829,743 | ▼ -108,856 | 0.02% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 44,955 | $3,218,778 | New position | 2025-12-31 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 126,157 | $9,032,963 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 152,210 | $10,898,222 | New position | 2025-12-31 | |
| RENAISSANCE TECHNOLOGIES LLC | 31,300 | $2,241,080 | New position | 2025-12-31 | |
| Quantinno Capital Management LP | 110,269 | $7,895,260 | New position | 2025-12-31 | |
| BRANDES INVESTMENT PARTNERS, LP | 151,148 | $10,822,197 | New position | 2025-12-31 | |
| Clear Street Group Inc. | 102,540 | $12,029,993 | New position | 0.03% | 2026-06-30 |
| UBS Group AG | 76,792 | $5,498,307 | New position | 2025-12-31 | |
| Hodges Capital Management Inc. | 22,600 | $1,618,160 | New position | 2025-12-31 | |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 95,904 | $11,251,457 | ▼ -758 | 0.75% | 2026-06-30 |
| CONGRUENCE CAPITAL, LLC | 94,830 | $11,125,456 | New position | 2.91% | 2026-06-30 |
| Tuttle Capital Management, LLC | 91,425 | $10,725,981 | New position | 7.23% | 2026-06-30 |
| Aristotle Capital Boston, LLC | 15,964 | $1,143,052 | New position | 2025-12-31 | |
| LHM, INC. | 108,085 | $7,738,886 | New position | 2025-12-31 | |
| Old West Investment Management, LLC | 38,512 | $2,757,459 | New position | 2025-12-31 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 72,111 | $5,163,147 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 138,341 | $9,905,215 | New position | 2025-12-31 | |
| WESTPORT ASSET MANAGEMENT INC | 77,500 | $6,137,225 | New position | 2025-12-31 | |
| Nuveen, LLC | 42,946 | $3,074,934 | New position | 2025-12-31 | |
| RHUMBLINE ADVISERS | 65,132 | $4,663,424 | New position | 2025-12-31 | |
| FIRST TRUST ADVISORS LP | 64,298 | $7,543,441 | ▼ -66,194 | 0.00% | 2026-06-30 |
| STOREBRAND ASSET MANAGEMENT AS | 62,690 | $7,354,791 | Unchanged | 0.02% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 5,652 | $404,683 | New position | 2025-12-31 | |
| PRINCIPAL FINANCIAL GROUP INC | 54,340 | $3,890,744 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 17,959 | $1,286,000 | New position | 2025-12-31 | |
| PINNACLE ASSOCIATES LTD | 66,152 | $4,736,483 | New position | 2025-12-31 | |
| Swiss National Bank | 50,000 | $3,580,000 | New position | 2025-12-31 | |
| AMERICAN CENTURY COMPANIES INC | 82,745 | $5,924,542 | New position | 2025-12-31 | |
| Tidal Investments LLC | 13,574 | $971,899 | New position | 2025-12-31 | |
| Pier Capital, LLC | 41,609 | $4,881,568 | ▲ +689 | 0.65% | 2026-06-30 |
| Kerrisdale Advisers, LLC | 41,450 | $4,862,914 | ▲ +18,010 | 1.22% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 23,277 | $1,666,633 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 44,176 | $3,163,002 | New position | 2025-12-31 | |
| IMC-Chicago, LLC | 40,241 | $4,721,074 | ▲ +11,532 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,085 | $2,368,886 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8,226 | $588,982 | New position | 2025-12-31 | |
| TRILLIUM ASSET MANAGEMENT, LLC | 33,562 | $3,937,519 | New position | 0.12% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 34,610 | $2,520,646 | New position | 2025-12-31 | |
| Raiffeisen Bank International AG | 35,000 | $2,549,050 | New position | 2025-12-31 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 10,155 | $727,098 | New position | 2025-12-31 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 24,181 | $1,731,360 | New position | 2025-12-31 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 30,711 | $2,198,908 | New position | 2025-12-31 | |
| RICE HALL JAMES & ASSOCIATES, LLC | 29,424 | $2,106,758 | New position | 2025-12-31 | |
| GREATMARK INVESTMENT PARTNERS, INC. | 30,441 | $2,179,576 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 1,363,627 | $97,635,693 | New position | 2025-12-31 | |
| CITIGROUP INC | 25,180 | $1,802,888 | New position | 2025-12-31 | |
| OCCUDO QUANTITATIVE STRATEGIES LP | 26,393 | $3,096,427 | ▼ -243 | 0.16% | 2026-06-30 |
| Retirement Systems of Alabama | 26,338 | $3,089,974 | ▼ -52,981 | 0.01% | 2026-06-30 |
| Ballast Asset Management, LP | 33,814 | $2,421,082 | New position | 2025-12-31 | |
| Holocene Advisors, LP | 17,387 | $1,244,909 | New position | 2025-12-31 | |
| ALGERT GLOBAL LLC | 24,080 | $2,825,066 | ▲ +17,550 | 0.03% | 2026-06-30 |
| MOODY NATIONAL BANK TRUST DIVISION | 22,494 | $2,638,996 | ▲ +2,226 | 0.22% | 2026-06-30 |
| LOGAN CAPITAL MANAGEMENT INC | 26,239 | $1,878,712 | New position | 2025-12-31 | |
| Assenagon Asset Management S.A. | 21,276 | $2,496,100 | New position | 0.00% | 2026-06-30 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 21,000 | $2,463,720 | New position | 0.57% | 2026-06-30 |
| VANGUARD ASSET MANAGEMENT, Ltd | 20,851 | $2,446,239 | New position | 0.00% | 2026-06-30 |
| Summit Trail Advisors, LLC | 24,345 | $1,743,102 | New position | 2025-12-31 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,636 | $2,303,697 | ▲ +10,895 | 0.00% | 2026-06-30 |
| Creative Planning | 15,943 | $1,141,519 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 14,809 | $1,060,328 | New position | 2025-12-31 | |
| Waterfront Wealth Inc. | 26,409 | $2,287,944 | New position | 2025-12-31 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18,543 | $1,327,679 | New position | 2025-12-31 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18,207 | $1,961,440 | ▲ +35 | 0.00% | 2026-06-30 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 15,586 | $1,828,550 | ▼ -870 | 0.03% | 2026-06-30 |
| Man Group plc | 37,523 | $2,686,646 | New position | 2025-12-31 | |
| LPL Financial LLC | 10,695 | $765,726 | New position | 2025-12-31 | |
| FIFTH THIRD BANCORP | 322 | $23,055 | New position | 2025-12-31 | |
| Motley Fool Asset Management LLC | 22,472 | $1,608,995 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 3,108 | $222,533 | New position | 2025-12-31 | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,898 | $637,097 | New position | 2025-12-31 | |
| Orion Porfolio Solutions, LLC | 11,039 | $790,372 | New position | 2025-12-31 | |
| Pathstone Holdings, LLC | 24,875 | $1,781,067 | New position | 2025-12-31 | |
| Arax Advisory Partners | 98 | $7,018 | New position | 2025-12-31 | |
| MetLife Investment Management, LLC | 12,339 | $883,472 | New position | 2025-12-31 | |
| INTECH INVESTMENT MANAGEMENT LLC | 89,053 | $6,376,195 | New position | 2025-12-31 | |
| Jupiter Topco LLC | 12,206 | $1,432,313 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 32,149 | $2,301,869 | New position | 2025-12-31 | |
| Cerity Partners LLC | 9,156 | $655,570 | New position | 2025-12-31 | |
| Edgestream Partners, L.P. | 11,585 | $1,359,152 | New position | 0.04% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 10,763 | $770,631 | New position | 2025-12-31 | |
| D.A. DAVIDSON & CO. | 11,144 | $1,307,414 | ▲ +937 | 0.01% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 10,694 | $1,254,620 | New position | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 6,891 | $493,379 | New position | 2025-12-31 | |
| HSBC HOLDINGS PLC | 10,502 | $1,221,659 | ▼ -922 | 0.00% | 2026-06-30 |
| State of Tennessee, Department of Treasury | 10,416 | $962,543 | New position | 2025-12-31 | |
| Integrated Advisors Network LLC | 10,230 | $1,200,184 | New position | 0.06% | 2026-06-30 |
| State of New Jersey Common Pension Fund D | 10,184 | $1,194,787 | ▼ -7,111 | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,702 | $623,040 | New position | 2025-12-31 | |
| CAPTRUST FINANCIAL ADVISORS | 9,660 | $691,656 | New position | 2025-12-31 | |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 10,519 | $753,160 | New position | 2025-12-31 | |
| Eaton Financial Holdings Company, LLC | 7,886 | $564,638 | New position | 2025-12-31 | |
| Concentric Capital Strategies, LP | 9,204 | $1,079,813 | New position | 0.06% | 2026-06-30 |
| State of Wyoming | 8,823 | $1,035,114 | New position | 0.10% | 2026-06-30 |
| Gotham Asset Management, LLC | 8,916 | $638,386 | New position | 2025-12-31 | |
| LANARK FINANCIAL, INC. | 8,763 | $1,028,075 | ▲ +5,885 | 0.07% | 2026-06-30 |
| JANE STREET GROUP, LLC | 26,093 | $1,868,259 | New position | 2025-12-31 | |
| Oakmont Investment Advisors, Inc. | 8,450 | $991,354 | ▼ -850 | 0.69% | 2026-06-30 |
| New Age Alpha Advisors, LLC | 8,086 | $948,650 | New position | 0.04% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 8,035 | $942,666 | ▲ +7,283 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 7,973 | $935,392 | ▼ -1,737 | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 3,171 | $227,044 | New position | 2025-12-31 | |
| Louisiana State Employees Retirement System | 7,500 | $879,900 | ▲ +200 | 0.01% | 2026-06-30 |
| Arizona State Retirement System | 7,094 | $507,930 | New position | 2025-12-31 | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 7,011 | $822,531 | ▼ -349 | 0.01% | 2026-06-30 |
| First Dallas Securities Inc. | 6,925 | $812,441 | ▲ +3,585 | 0.27% | 2026-06-30 |
| Inspire Investing, LLC | 7,799 | $558,395 | New position | 2025-12-31 | |
| Atria Investments, Inc | 4,420 | $316,472 | New position | 2025-12-31 | |
| Aquatic Capital Management LLC | 8,155 | $583,898 | New position | 2025-12-31 | |
| Brevan Howard Capital Management LP | 4,575 | $327,570 | New position | 2025-12-31 | |
| Russell Investments Group, Ltd. | 17,916 | $1,282,837 | New position | 2025-12-31 | |
| Neo Ivy Capital Management | 6,421 | $753,311 | New position | 0.17% | 2026-06-30 |
| Vanguard Investments Australia, Ltd. | 6,381 | $748,619 | New position | 0.00% | 2026-06-30 |
| Kestra Investment Management, LLC | 11,161 | $799,128 | New position | 2025-12-31 | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6,325 | $452,870 | New position | 2025-12-31 | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 6,342 | $474,635 | New position | 2025-12-31 | |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 6,000 | $429,600 | New position | 2025-12-31 | |
| KLP KAPITALFORVALTNING AS | 5,400 | $386,640 | New position | 2025-12-31 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,918 | $694,300 | New position | 0.00% | 2026-06-30 |
| Empowered Funds, LLC | 15,390 | $1,101,924 | New position | 2025-12-31 | |
| Equitable Holdings, Inc. | 5,861 | $687,613 | New position | 0.00% | 2026-06-30 |
| Williams Jones Wealth Management, LLC. | 5,800 | $680,456 | ▲ +3,246 | 0.01% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 5,291 | $378,835 | New position | 2025-12-31 | |
| L2 Asset Management, LLC | 10,084 | $722,041 | New position | 2025-12-31 | |
| NATIXIS | 5,746 | $674,121 | New position | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5,655 | $404,898 | New position | 2025-12-31 | |
| Pallas Capital Advisors LLC | 5,489 | $643,969 | ▼ -357 | 0.02% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 6,695 | $479,362 | New position | 2025-12-31 | |
| Blackstone Inc. | 5,414 | $635,170 | New position | 0.00% | 2026-06-30 |
| Calamos Wealth Management LLC | 6,286 | $450,078 | New position | 2025-12-31 | |
| FMR LLC | 4,384 | $313,916 | New position | 2025-12-31 | |
| Vident Advisory, LLC | 5,391 | $632,472 | ▲ +2,832 | 0.00% | 2026-06-30 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5,039 | $360,792 | New position | 2025-12-31 | |
| Quadrature Capital Ltd | 4,963 | $582,259 | New position | 0.00% | 2026-06-30 |
| Sanctuary Advisors, LLC | 3,555 | $254,538 | New position | 2025-12-31 | |
| Verdence Capital Advisors LLC | 4,865 | $570,762 | ▼ -201 | 0.03% | 2026-06-30 |
| EntryPoint Capital, LLC | 13,758 | $985,073 | New position | 2025-12-31 | |
| Schonfeld Strategic Advisors LLC | 4,806 | $563,839 | ▼ -574 | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 4,634 | $331,794 | New position | 2025-12-31 | |
| OPPENHEIMER & CO INC | 5,900 | $422,440 | New position | 2025-12-31 | |
| Kera Capital Partners, Inc. | 4,272 | $501,191 | ▼ -527 | 0.05% | 2026-06-30 |
| Corient Private Wealth LP | 4,192 | $491,807 | New position | 0.00% | 2026-06-30 |
| Marex Group Ltd | 4,000 | $469,280 | New position | 0.00% | 2026-06-30 |
| FORTRESS PRIVATE LEDGER, LLC | 3,986 | $467,638 | ▲ +1,188 | 0.13% | 2026-06-30 |
| GLENMEDE TRUST CO NA | 3,983 | $467,285 | ▲ +1,572 | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 552 | $39,523 | New position | 2025-12-31 | |
| Pictet Asset Management Holding SA | 3,737 | $267,569 | New position | 2025-12-31 | |
| Merit Financial Group, LLC | 8,054 | $576,668 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 3,618 | $424,464 | New position | 0.02% | 2026-06-30 |
| STATE OF WISCONSIN INVESTMENT BOARD | 3,560 | $417,659 | ▲ +1,094 | 0.00% | 2026-06-30 |
| Ethic Inc. | 4,575 | $327,570 | New position | 2025-12-31 | |
| M.E. ALLISON & CO., INC. | 3,410 | $400,061 | Unchanged | 0.23% | 2026-06-30 |
| Walleye Capital LLC | 3,400 | $398,888 | New position | 0.00% | 2026-06-30 |
| Huntleigh Advisors, Inc. | 3,307 | $387,978 | ▼ -11 | 0.05% | 2026-06-30 |
| TRANSCEND CAPITAL ADVISORS, LLC | 3,272 | $383,871 | ▼ -12 | 0.03% | 2026-06-30 |
| Engineers Gate Manager LP | 3,054 | $218,666 | New position | 2025-12-31 | |
| ANGELES WEALTH MANAGEMENT, LLC | 3,157 | $370,379 | ▲ +7 | 0.02% | 2026-06-30 |
| XPONANCE LLC | 3,156 | $370,262 | ▲ +40 | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 3,902 | $279,383 | New position | 2025-12-31 | |
| Integrated Wealth Concepts LLC | 4,795 | $343,320 | New position | 2025-12-31 | |
| BENJAMIN EDWARDS INC | 3,006 | $352,536 | ▲ +493 | 0.00% | 2026-06-30 |
| Fieldview Capital Management, LLC | 2,999 | $351,843 | New position | 0.10% | 2026-06-30 |
| DIVERSIFIED TRUST CO | 2,930 | $343,747 | New position | 0.01% | 2026-06-30 |
| PRINCETON CAPITAL MANAGEMENT LLC | 2,895 | $207,282 | New position | 2025-12-31 | |
| Destination Wealth Management | 2,800 | $200,480 | New position | 2025-12-31 | |
| Bayforest Capital Ltd | 2,781 | $326,267 | New position | 0.30% | 2026-06-30 |
| Asset Management One Co., Ltd. | 2,012 | $146,715 | New position | 2025-12-31 | |
| Blueshift Asset Management, LLC | 2,665 | $312,658 | New position | 0.07% | 2026-06-30 |
| BRIGHTON JONES LLC | 2,543 | $298,345 | ▲ +34 | 0.01% | 2026-06-30 |
| ASSETMARK, INC | 2,535 | $297,406 | ▲ +618 | 0.00% | 2026-06-30 |
| Krilogy Financial LLC | 2,502 | $293,535 | ▲ +299 | 0.01% | 2026-06-30 |
| Advisory Services Network, LLC | 2,500 | $293,300 | ▼ -652 | 0.00% | 2026-06-30 |
| BOOTHBAY FUND MANAGEMENT, LLC | 2,485 | $291,540 | New position | 0.00% | 2026-06-30 |
| Walleye Trading LLC | 2,433 | $285,440 | ▼ -67 | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 2,432 | $285,322 | ▲ +124 | 0.00% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 3,361 | $240,648 | New position | 2025-12-31 | |
| Phoenix Financial Ltd. | 2,300 | $269,030 | Unchanged | 0.00% | 2026-06-30 |
| Savant Capital, LLC | 2,267 | $265,803 | ▼ -211 | 0.00% | 2026-06-30 |
| Claro Advisors Inc. | 2,242 | $262,982 | New position | 0.03% | 2026-06-30 |
| GUGGENHEIM CAPITAL LLC | 4,513 | $323,131 | New position | 2025-12-31 | |
| FRANKLIN RESOURCES INC | 2,823 | $202,127 | New position | 2025-12-31 | |
| TRUIST FINANCIAL CORP | 2,201 | $258,221 | New position | 0.00% | 2026-06-30 |
| GTS SECURITIES LLC | 2,035 | $238,746 | New position | 0.01% | 2026-06-30 |
| RiverPark Advisors, LLC | 2,015 | $236,400 | New position | 0.11% | 2026-06-30 |
| ZWJ INVESTMENT COUNSEL INC | 2,002 | $234,875 | ▲ +85 | 0.01% | 2026-06-30 |
| FEDERATED HERMES, INC. | 2,111 | $151,148 | New position | 2025-12-31 | |
| BAILARD, INC. | 2,000 | $234,640 | New position | 0.00% | 2026-06-30 |
| Millstone Evans Group, LLC | 2,000 | $143,200 | New position | 2025-12-31 | |
| VOYA INVESTMENT MANAGEMENT LLC | 1,964 | $230,416 | ▲ +164 | 0.00% | 2026-06-30 |
| Legacy Wealth Asset Management, LLC | 1,831 | $214,813 | ▼ -362 | 0.05% | 2026-06-30 |
| GAMMA Investing LLC | 1,763 | $206,835 | ▲ +27 | 0.01% | 2026-06-30 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,833 | $131,242 | New position | 2025-12-31 | |
| Inspire Advisors, LLC | 1,758 | $205,572 | ▼ -697 | 0.01% | 2026-06-30 |
| Martin Capital Advisors, LLP | 1,741 | $204,313 | ▼ -14 | 0.11% | 2026-06-30 |
| Bull Harbor Capital LLC | 1,720 | $201,790 | New position | 0.04% | 2026-06-30 |
| Inscription Capital, LLC | 1,707 | $200,265 | New position | 0.02% | 2026-06-30 |
| SECURIAN ASSET MANAGEMENT, INC | 1,840 | $131,744 | New position | 2025-12-31 | |
| Twin Tree Management, LP | 1,518 | $178,092 | New position | 0.00% | 2026-06-30 |
| Nykredit A/S | 1,437 | $168,589 | New position | 0.00% | 2026-06-30 |
| Allworth Financial LP | 1,403 | $100,455 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 1,372 | $98,235 | New position | 2025-12-31 | |
| Atlantic Union Bankshares Corp | 1,300 | $93,080 | New position | 2025-12-31 | |
| Blue Trust, Inc. | 1,233 | $144,655 | ▲ +471 | 0.00% | 2026-06-30 |
| Mitsubishi UFJ Trust & Banking Corp | 6,396 | $457,954 | New position | 2025-12-31 | |
| Byrne Asset Management LLC | 1,185 | $139,024 | New position | 0.08% | 2026-06-30 |
| Freestone Grove Partners LP | 1,102 | $129,287 | New position | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 1,123 | $80,407 | New position | 2025-12-31 | |
| GROUP ONE TRADING LLC | 1,000 | $117,320 | New position | 0.00% | 2026-06-30 |
| Ensign Peak Advisors, Inc | 962 | $68,879 | New position | 2025-12-31 | |
| Essential Partners LLC | 913 | $107,113 | ▼ -391 | 0.05% | 2026-06-30 |
| Global Retirement Partners, LLC | 677 | $48,473 | New position | 2025-12-31 | |
| SIGNATUREFD, LLC | 861 | $101,013 | ▲ +41 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 1,461 | $104,608 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | $1,289 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 152 | $10,882 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 782 | $55,992 | New position | 2025-12-31 | |
| Quantum Portfolio Management LLC | 681 | $79,895 | New position | 0.03% | 2026-06-30 |
| STRS OHIO | 591 | $42,316 | New position | 2025-12-31 | |
| UMB Bank, n.a. | 538 | $38,521 | New position | 2025-12-31 | |
| True Wealth Design, LLC | 450 | $52,794 | Unchanged | 0.01% | 2026-06-30 |
| BNP Paribas Asset Management Holding S.A. | 339 | $24 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 35 | $2,506 | New position | 2025-12-31 | |
| NATIONAL BANK OF CANADA /FI/ | 2 | $143 | New position | 2025-12-31 | |
| Union Bancaire Privee, UBP SA | 500 | $44,829 | New position | 0.00% | 2026-06-30 |
| SUMMIT SECURITIES GROUP LLC | 376 | $44,112 | New position | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 348 | $40,827 | ▲ +5 | 0.00% | 2026-06-30 |
| MCF Advisors LLC | 328 | $38,481 | New position | 0.00% | 2026-06-30 |
| Crewe Advisors LLC | 325 | $38,129 | Unchanged | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 387 | $27,709 | New position | 2025-12-31 | |
| Farther Finance Advisors, LLC | 285 | $33,333 | ▼ -6 | 0.00% | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 131 | $11,018 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 248 | $17,757 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 237 | $27,805 | ▲ +17 | 0.00% | 2026-06-30 |
| Fortitude Family Office, LLC | 236 | $27,688 | ▲ +205 | 0.01% | 2026-06-30 |
| IFP Advisors, Inc | 150 | $10,740 | ▲ +2 | 2025-12-31 | |
| BELLEVUE ASSET MANAGEMENT, LLC | 220 | $25,810 | Unchanged | 0.01% | 2026-06-30 |
| GHP Investment Advisors, Inc. | 200 | $23,464 | New position | 0.00% | 2026-06-30 |
| NOMURA ASSET MANAGEMENT CO LTD | 430 | $30,788 | New position | 2025-12-31 | |
| MassMutual Private Wealth & Trust, FSB | 149 | $17,481 | ▼ -2 | 0.00% | 2026-06-30 |
| First Bancorp, Inc /ME/ | 131 | $15,369 | New position | 0.01% | 2026-06-30 |
| AdvisorNet Financial, Inc | 106 | $12,436 | ▼ -149 | 0.00% | 2026-06-30 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 100 | $11,732 | Unchanged | 0.01% | 2026-06-30 |
| Abound Wealth Management | 90 | $10,559 | Unchanged | 0.00% | 2026-06-30 |
| Clearstead Trust, LLC | 84 | $6,015 | New position | 2025-12-31 | |
| HUNTINGTON NATIONAL BANK | 39 | $2,792 | New position | 2025-12-31 | |
| ACADIAN ASSET MANAGEMENT LLC | 2,115 | $150 | New position | 2025-12-31 | |
| Quent Capital, LLC | 68 | $4,869 | New position | 2025-12-31 | |
| Winch Advisory Services, LLC | 75 | $5,370 | New position | 2025-12-31 | |
| First Pacific Financial | 71 | $8,330 | ▼ -22 | 0.00% | 2026-06-30 |
| CVA Family Office, LLC | 69 | $8,095 | ▲ +22 | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 14 | $1,002 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 57 | $4,151 | New position | 2025-12-31 | |
| Caitlin John, LLC | 47 | $3,365 | New position | 2025-12-31 | |
| SBI Securities Co., Ltd. | 32 | $2,291 | New position | 2025-12-31 | |
| Strategic Wealth Partners, Ltd. | 40 | $4,693 | New position | 0.00% | 2026-06-30 |
| JFS WEALTH ADVISORS, LLC | 36 | $4,224 | Unchanged | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 36 | $2,578 | New position | 2025-12-31 | |
| HHM Wealth Advisors, LLC | 35 | $4,107 | Unchanged | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 98 | $7,017 | New position | 2025-12-31 | |
| Cassaday & Co Wealth Management LLC | 34 | $3,989 | Unchanged | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 31,804 | $3,731 | ▲ +6,431 | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 29 | $3,402 | ▼ -3 | 0.00% | 2026-06-30 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 28,442 | $2,036 | New position | 2025-12-31 | |
| Silver Grove Financial Group, Inc. | 28 | $3,285 | New position | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 25,007 | $1,791 | New position | 2025-12-31 | |
| Kilter Group LLC | 29 | $2,077 | ▼ -1 | 2025-12-31 | |
| Wealth Enhancement Trust Services, Inc. | 25 | $2,933 | New position | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 24 | $2,816 | Unchanged | 0.00% | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | 21 | $1,504 | New position | 2025-12-31 | |
| Main Management ETF Advisors, LLC | 23,606 | $2,769 | New position | 0.08% | 2026-06-30 |
| WHITTIER TRUST CO OF NEVADA INC | 22 | $1,748 | New position | 2025-12-31 | |
| FIDUCIARY FINANCIAL ADVISORS | 24 | $2,699 | New position | 0.00% | 2026-06-30 |
| RAFFA WEALTH MANAGEMENT, LLC | 22 | $2,581 | ▲ +1 | 0.00% | 2026-06-30 |
| FARMERS & MERCHANTS INVESTMENTS INC | 21 | $1,504 | New position | 2025-12-31 | |
| MidFirst Bank | 21 | $2,464 | New position | 0.00% | 2026-06-30 |
| Vestcor Inc | 20,000 | $2,346 | New position | 0.06% | 2026-06-30 |
| Torren Management, LLC | 109 | $7,804 | New position | 2025-12-31 | |
| PRIVATE TRUST CO NA | 34 | $2,434 | New position | 2025-12-31 | |
| Creative Capital Management Investments LLC | 15 | $1,760 | New position | 0.00% | 2026-06-30 |
| CANADA LIFE ASSURANCE Co | 15,791 | $1,129 | New position | 2025-12-31 | |
| SJS Investment Consulting Inc. | 13 | $1,526 | ▲ +6 | 0.00% | 2026-06-30 |
| Rialto Wealth Management, LLC | 12 | $1,408 | ▲ +5 | 0.00% | 2026-06-30 |
| AMALGAMATED BANK | 11,051 | $791 | New position | 2025-12-31 | |
| Eukles Asset Management | 27 | $1,933 | New position | 2025-12-31 | |
| Treasurer of the State of North Carolina | 10,345 | $741 | New position | 2025-12-31 | |
| GSA CAPITAL PARTNERS LLP | 10,390 | $1,219 | ▲ +5,929 | 0.08% | 2026-06-30 |
| Bay Harbor Wealth Management, LLC | 5 | $358 | New position | 2025-12-31 | |
| Hughes Financial Services, LLC | 9 | $644 | New position | 2025-12-31 | |
| Handelsbanken Fonder AB | 8,800 | $630 | New position | 2025-12-31 | |
| Manchester Capital Management LLC | 9 | $645 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 2 | $143 | New position | 2025-12-31 | |
| HFM Investment Advisors, LLC | 3 | $215 | New position | 2025-12-31 | |
| DiNuzzo Private Wealth, Inc. | 7 | $822 | ▼ -2 | 0.00% | 2026-06-30 |
| Bare Financial Services, Inc | 7 | $501 | New position | 2025-12-31 | |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 6,600 | $473 | New position | 2025-12-31 | |
| State of Alaska, Department of Revenue | 6,458 | $756 | ▲ +1,931 | 0.01% | 2026-06-30 |
| THRIVENT FINANCIAL FOR LUTHERANS | 5,691 | $407 | New position | 2025-12-31 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | $358 | New position | 2025-12-31 | |
| Optiver Holding B.V. | 5 | $587 | New position | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 4,448 | $522 | ▲ +549 | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3,528 | $253 | New position | 2025-12-31 | |
| MV CAPITAL MANAGEMENT, INC. | 3 | $352 | ▼ -1 | 0.00% | 2026-06-30 |
| LRI Investments, LLC | 3 | $352 | New position | 0.00% | 2026-06-30 |
| Rossby Financial, LCC | 3 | $352 | New position | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 2,844 | $334 | ▼ -66 | 0.00% | 2026-06-30 |
| TD PRIVATE CLIENT WEALTH LLC | 2 | $143 | New position | 2025-12-31 | |
| Quarry LP | 2 | $235 | New position | 0.00% | 2026-06-30 |
| KBC Group NV | 2,210 | $158 | New position | 2025-12-31 | |
| Rakuten Securities, Inc. | 20 | $1,432 | New position | 2025-12-31 | |
| DecisionPoint Financial, LLC | 1 | $115 | New position | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 1 | $72 | New position | 2025-12-31 | |
| HANTZ FINANCIAL SERVICES, INC. | 684 | $49 | New position | 2025-12-31 | |
| Premier Fund Managers Ltd | 697 | $77 | ▼ -696 | 0.01% | 2026-06-30 |
| Covestor Ltd | 245 | $18 | New position | 2025-12-31 | |
| BESSEMER GROUP INC | 69 | $5 | New position | 2025-12-31 | |
| Winthrop Capital Management, LLC | 25 | $3 | New position | 0.00% | 2026-06-30 |
| Avion Wealth | 9 | $1 | Unchanged | 0.00% | 2026-06-30 |
| Capital Advisors, Ltd. LLC | 3 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Navigoe, LLC | 3 | $0 | New position | 0.00% | 2026-06-30 |
| CASTLEARK MANAGEMENT LLC | 38,690 | $2,770,204 | New position | 2025-12-31 | |
| QSM Asset Management Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Concurrent Investment Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Decker Retirement Planning Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| XTX Topco Ltd | 20,445 | $1,463,862 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 18,281 | $1,308,920 | New position | 2025-12-31 | |
| PRUDENTIAL FINANCIAL INC | 0 | $0 | Sold out | 2026-06-30 | |
| Trexquant Investment LP | 0 | $0 | Sold out | 2026-06-30 | |
| MARSHALL WACE, LLP | 18,104 | $1,296,247 | New position | 2025-12-31 | |
| Prospera Financial Services Inc | 0 | $0 | Sold out | 2026-06-30 | |
| FRED ALGER MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Paloma Partners Management Co | 0 | $0 | Sold out | 2026-06-30 | |
| Calamos Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ALTFEST L J & CO INC | 0 | $0 | Sold out | 2026-06-30 | |
| Caprock Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bridgewater Associates, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Belpointe Asset Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Claret Asset Management Corp | 3,340 | $239 | New position | 2025-12-31 | |
| SCOTIA CAPITAL INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Hilltop Holdings Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Campbell & CO Investment Adviser LLC | 0 | $0 | Sold out | 2026-06-30 | |
| FORA Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Archer Investment Corp | 0 | $0 | Sold out | 2026-06-30 | |
| CHOREO, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Headlands Technologies LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0 | $0 | Sold out | 2026-06-30 | |
| WINTON GROUP Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| EVOLVE PRIVATE WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| DNB Asset Management AS | 0 | $0 | Sold out | 2026-06-30 | |
| ARMISTICE CAPITAL, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 812 | $58,140 | New position | 2025-12-31 | |
| Root Financial Partners, LLC | 162 | $11,599 | New position | 2025-12-31 | |
| MAI Capital Management | 177 | $12,674 | New position | 2025-12-31 | |
| Caitong International Asset Management Co., Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Ancora Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Capital Analysts, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Hilton Head Capital Partners, LLC | 19 | $1,360 | New position | 2025-12-31 | |
| Raleigh Capital Management Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Evergreen Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 0 | $0 | Sold out | 2026-06-30 | |
| Vermillion Wealth Management, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Activest Wealth Management | 0 | $0 | Sold out | 0.00% | 2026-06-30 |
| VANGUARD GROUP INC | 2,802,047 | $200,626,565 | New position | 2025-12-31 | |
| D. E. Shaw & Co., Inc. | 98,599 | $7,059,688 | New position | 2025-12-31 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 89,482 | $6,406,911 | New position | 2025-12-31 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 59,529 | $4,262,276 | New position | 2025-12-31 | |
| Polar Asset Management Partners Inc. | 37,039 | $2,651,992 | New position | 2025-12-31 | |
| BALYASNY ASSET MANAGEMENT L.P. | 26,029 | $1,863,676 | New position | 2025-12-31 | |
| Verition Fund Management LLC | 23,684 | $1,695,774 | New position | 2025-12-31 | |
| TWO SIGMA ADVISERS, LP | 22,800 | $1,632,480 | New position | 2025-12-31 | |
| Federation des caisses Desjardins du Quebec | 21,110 | $1,511,476 | New position | 2025-12-31 | |
| CAXTON ASSOCIATES LLP | 18,277 | $1,308,633 | New position | 2025-12-31 | |
| AlphaQuest LLC | 17,675 | $1,265,530 | New position | 2025-12-31 | |
| COMERICA BANK | 15,105 | $1,081,503 | New position | 2025-12-31 | |
| Connor, Clark & Lunn Investment Management Ltd. | 12,278 | $879,105 | New position | 2025-12-31 | |
| JANUS HENDERSON GROUP PLC | 10,306 | $737,394 | New position | 2025-12-31 | |
| Point72 Asset Management, L.P. | 10,013 | $716,931 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 9,735 | $697,025 | New position | 2025-12-31 | |
| Squarepoint Ops LLC | 7,183 | $514,303 | New position | 2025-12-31 | |
| CAPSTONE INVESTMENT ADVISORS, LLC | 5,722 | $409,695 | New position | 2025-12-31 | |
| TWINBEECH CAPITAL LP | 3,600 | $257,760 | New position | 2025-12-31 | |
| DRW Securities, LLC | 3,356 | $240,289 | New position | 2025-12-31 | |
| Corient Private Wealth LLC | 2,890 | $209,078 | New position | 2025-12-31 | |
| Entropy Technologies, LP | 2,796 | $200,194 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 2,214 | $158,522 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 1,145 | $81,982 | New position | 2025-12-31 | |
| Eurizon Capital SGR S.p.A. | 938 | $67,161 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 50 | $3,580 | New position | 2025-12-31 | |
| CWM, LLC | 47,382 | $3,392 | New position | 2025-12-31 | |
| Parkside Financial Bank & Trust | 47 | $3,366 | New position | 2025-12-31 | |
| SageView Advisory Group, LLC | 45 | $3,222 | New position | 2025-12-31 | |
| HRT FINANCIAL LP | 32,064 | $2,295 | New position | 2025-12-31 | |
| Sunbelt Securities, Inc. | 18 | $1,289 | New position | 2025-12-31 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8,172 | $585 | New position | 2025-12-31 | |
| Elyxium Wealth, LLC | 5 | $358 | New position | 2025-12-31 | |
| Virtu Financial LLC | 3,928 | $281 | New position | 2025-12-31 | |
| Wealth Watch Advisors, INC | 3 | $215 | New position | 2025-12-31 | |
| Private Wealth Asset Management, LLC | 2 | $143 | New position | 2025-12-31 | |
| Transamerica Financial Advisors, LLC | 1 | $72 | New position | 2025-12-31 |