← All institutions

Institutional Holdings

LMND

Ownership Summary

Institutions Holding
458
Total Shares Held
62,281,725
Total Value Held
$4,407,348,604
Quarter
2025-12-31

Active Positions

Increased Positions
27
1,304,466 shares
Decreased Positions
22
3,991,897 shares
Held Positions
31
823,459 shares
New Positions
353
56,161,903 shares
Sold Out Positions
25
502,290 shares
Institution Shares Value Change % of Portfolio Reported
BlackRock, Inc. 4,949,676 $352,317,903 New position 2025-12-31
JPMORGAN CHASE & CO 4,483,431 $319,130,697 New position 2025-12-31
VANGUARD PORTFOLIO MANAGEMENT LLC 3,140,615 $204,297,006 New position 0.01% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 3,071,174 $199,779,869 New position 0.00% 2026-06-30
JANE STREET GROUP, LLC 1,145,756 $81,554,912 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,914,864 $207,480,019 New position 2025-12-31
BAILLIE GIFFORD & CO 2,751,019 $178,953,786 ▼ -15,407 0.16% 2026-06-30
CITADEL ADVISORS LLC 2,268,460 $161,468,983 New position 2025-12-31
GOLDMAN SACHS GROUP INC 866,476 $61,675,762 New position 2025-12-31
STATE STREET CORP 1,495,841 $106,473,962 New position 2025-12-31
GEODE CAPITAL MANAGEMENT, LLC 1,438,358 $102,400,069 New position 2025-12-31
MORGAN STANLEY 1,381,573 $98,340,405 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 775,242 $55,181,726 New position 2025-12-31
Halter Ferguson Financial Inc. 600,863 $42,769,429 New position 2025-12-31
GROUP ONE TRADING LLC 110,371 $7,856,208 New position 2025-12-31
NORTHERN TRUST CORP 590,729 $42,048,090 New position 2025-12-31
IMC-Chicago, LLC 62,837 $4,472,738 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 224,627 $16,883,896 New position 2025-12-31
FRONTIER CAPITAL MANAGEMENT CO LLC 609,820 $39,668,797 ▼ -62,563 0.37% 2026-06-30
CAPITAL FUND MANAGEMENT S.A. 163,322 $11,625,259 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 522,257 $37,174,253 New position 2025-12-31
VANGUARD FIDUCIARY TRUST CO 476,778 $31,014,409 New position 0.01% 2026-06-30
UBS Group AG 326,307 $23,226,532 New position 2025-12-31
Qube Research & Technologies Ltd 211,401 $15,047,523 New position 2025-12-31
Trexquant Investment LP 420,074 $27,325,814 ▲ +149,050 0.16% 2026-06-30
CITIGROUP INC 68,872 $4,902,309 New position 2025-12-31
Woodline Partners LP 371,755 $24,182,663 ▲ +192,147 0.07% 2026-06-30
Nuveen, LLC 367,261 $26,141,638 New position 2025-12-31
PEAK6 LLC 54,678 $3,891,980 New position 2025-12-31
D. E. Shaw & Co., Inc. 1,949,699 $138,779,575 New position 2025-12-31
WELLS FARGO & COMPANY/MN 149,950 $10,673,427 New position 2025-12-31
Privium Fund Management B.V. 248,259 $17,671,076 New position 2025-12-31
Walleye Trading LLC 280,076 $19,935,810 New position 2025-12-31
SIMPLEX TRADING, LLC 42,906 $3,054,049 New position 2025-12-31
Squarepoint Ops LLC 110,967 $7,898,631 New position 2025-12-31
Bank of New York Mellon Corp 185,643 $13,214,101 New position 2025-12-31
CANADA PENSION PLAN INVESTMENT BOARD 9,100 $647,738 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 236,927 $16,864,464 ▼ -594,145 2025-12-31
FEDERATED HERMES, INC. 219,536 $15,626,573 New position 2025-12-31
PhiloSmith Capital Corp 173,250 $12,331,935 New position 2025-12-31
Point72 Asset Management, L.P. 231,100 $16,449,698 New position 2025-12-31
Man Group plc 364,963 $25,978,066 New position 2025-12-31
CI INVESTMENTS INC. 132,583 $9,437,258 New position 2025-12-31
Swiss National Bank 123,800 $8,812,084 New position 2025-12-31
BARCLAYS PLC 118,510 $8,435,543 New position 2025-12-31
FIRST TRUST ADVISORS LP 156,427 $11,134,473 New position 2025-12-31
AMERIPRISE FINANCIAL INC 135,362 $9,635,601 New position 2025-12-31
GILDER GAGNON HOWE & CO LLC 108,525 $7,724,810 New position 2025-12-31
LPL Financial LLC 75,635 $5,383,682 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 104,694 $7,452,118 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 100,012 $7,118,855 New position 2025-12-31
Ma Investment Partnership, LP 100,000 $6,505,000 Unchanged 1.16% 2026-06-30
RHUMBLINE ADVISERS 75,896 $5,402,265 New position 2025-12-31
Hillsdale Investment Management Inc. 82,800 $5,893,704 New position 2025-12-31
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 78,065 $5,078,129 ▲ +19,469 0.00% 2026-06-30
Walleye Capital LLC 74,171 $5,279,492 New position 2025-12-31
MARSHALL WACE, LLP 40,639 $2,892,685 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 61,694 $4,391,379 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 59,476 $4,233,502 New position 2025-12-31
Invesco Ltd. 144,021 $10,251,416 New position 2025-12-31
PDT Partners, LLC 125,757 $8,951,383 New position 2025-12-31
EFG International AG 77,899 $5,574,203 New position 2025-12-31
Liontrust Investment Partners LLP 93,854 $6,680,528 New position 2025-12-31
Sparta 24 Ltd. 169,338 $12,053,479 New position 2025-12-31
Niles Investment Management, LLC 68,275 $4,441,289 New position 3.60% 2026-06-30
VANGUARD ASSET MANAGEMENT, Ltd 59,661 $3,880,948 New position 0.00% 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 69,900 $4,975,482 New position 2025-12-31
NIA IMPACT ADVISORS, LLC 65,920 $4,692,201 New position 2025-12-31
Amtrust Financial Services, Inc. 56,644 $3,684,692 Unchanged 1.10% 2026-06-30
Baird Financial Group, Inc. 54,257 $3,529,418 New position 0.00% 2026-06-30
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 78,783 $5,607,773 New position 2025-12-31
Legal & General Group Plc 60,942 $4,337,851 New position 2025-12-31
ZACKS INVESTMENT MANAGEMENT 47,477 $3,088,453 New position 0.02% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 21,569 $1,535,281 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 130,208 $9,268,205 New position 2025-12-31
Sender Co & Partners, Inc. 45,000 $2,927,250 New position 0.85% 2026-06-30
Havemeyer Place LP 10,327 $735,076 New position 2025-12-31
DnB Asset Management AS 96,718 $6,884,387 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 156,411 $11,142,920 New position 2025-12-31
Hudson Bay Capital Management LP 43,327 $2,818,421 ▼ -7,493 0.01% 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 32,431 $2,308,439 New position 2025-12-31
MetLife Investment Management, LLC 33,364 $2,374,850 New position 2025-12-31
Axxion S.A. 38,773 $2,522,184 New position 0.18% 2026-06-30
CANTOR FITZGERALD, L. P. 42,467 $3,022,801 ▲ +30,792 2025-12-31
FMR LLC 476,360 $33,907,293 New position 2025-12-31
Marex Group Ltd 35,848 $2,331,912 ▼ -12,578 0.01% 2026-06-30
Tidal Investments LLC 44,269 $3,151,068 New position 2025-12-31
Clear Street Group Inc. 34,391 $2,447,951 New position 2025-12-31
UDINE WEALTH MANAGEMENT, INC. 33,461 $2,176,638 ▲ +2,023 0.90% 2026-06-30
ROYAL BANK OF CANADA 12,607 $897,000 New position 2025-12-31
LMR Partners LLP 30,408 $1,978,040 New position 0.01% 2026-06-30
Jain Global LLC 29,534 $1,921,187 ▲ +5,084 0.01% 2026-06-30
Jupiter Topco LLC 29,077 $1,892,186 New position 0.00% 2026-06-30
NOMURA HOLDINGS INC 76,076 $5,415,089 New position 2025-12-31
XTX Topco Ltd 5,003 $356,114 New position 2025-12-31
Quantinno Capital Management LP 8,619 $613,500 New position 2025-12-31
FIFTH THIRD BANCORP 26,822 $1,744,771 ▼ -1,790 0.00% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 19,428 $1,382,885 New position 2025-12-31
Parallax Volatility Advisers, L.P. 88,727 $6,315,588 New position 2025-12-31
VAN ECK ASSOCIATES CORP 21,915 $1,560 New position 2025-12-31
Vanguard Global Advisers, LLC 24,758 $1,610,508 New position 0.00% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 1,190 $84,713 New position 2025-12-31
Creative Planning 26,795 $1,907,264 New position 2025-12-31
United Capital Management of KS, Inc. 48,314 $3,438,990 New position 2025-12-31
FOX RUN MANAGEMENT, L.L.C. 23,217 $1,510,266 ▲ +16,997 0.25% 2026-06-30
Entropy Technologies, LP 22,821 $1,484,506 New position 0.06% 2026-06-30
State of New Jersey Common Pension Fund D 31,277 $2,226,297 New position 2025-12-31
SANDLER CAPITAL MANAGEMENT 22,200 $1,444,110 New position 0.72% 2026-06-30
Jump Financial, LLC 21,706 $1,411,975 ▲ +16,471 0.01% 2026-06-30
Circle Wealth Management, LLC 15,825 $1,126,424 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 16,299 $1,160,163 New position 2025-12-31
Odyssean, LLC 7,144 $508,510 New position 2025-12-31
Lido Advisors, LLC 20,857 $1,356,748 ▼ -163 0.00% 2026-06-30
Crawford Fund Management, LLC 95,700 $6,811,926 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 15,699 $1,117,455 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 77,031 $5,483,066 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 14,516 $1,033,249 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 78,411 $5,581,295 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 29,795 $2,120,808 New position 2025-12-31
Russell Investments Group, Ltd. 7,601 $541,039 New position 2025-12-31
Engineers Gate Manager LP 24,099 $1,715,367 New position 2025-12-31
Arizona State Retirement System 17,414 $1,239,529 New position 2025-12-31
OSAIC HOLDINGS, INC. 14,691 $1,045,822 New position 2025-12-31
Corient Private Wealth LP 17,210 $1,119,513 ▲ +12,335 0.00% 2026-06-30
SEI INVESTMENTS CO 22,077 $1,571,480 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 13,274 $944,843 New position 2025-12-31
Vanguard Investments Australia, Ltd. 15,579 $1,013,414 New position 0.00% 2026-06-30
Twin Tree Management, LP 15,369 $999,753 ▼ -20,656 0.02% 2026-06-30
TD Asset Management Inc 15,346 $998,257 New position 0.00% 2026-06-30
KLP KAPITALFORVALTNING AS 13,400 $953,812 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 5,458 $388,500 New position 2025-12-31
Sava Infond d.o.o. 7,800 $555,204 New position 2025-12-31
Rare Wolf Capital LLC 13,808 $982,853 New position 2025-12-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,867 $907,252 ▼ -695 0.00% 2026-06-30
VOYA INVESTMENT MANAGEMENT LLC 10,666 $759,206 New position 2025-12-31
Foyston, Gordon & Payne Inc 13,333 $867,312 Unchanged 0.19% 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 19,589 $1,394,350 New position 2025-12-31
Genesis Financial Group, LLC 12,500 $813,125 Unchanged 0.53% 2026-06-30
Dynamic Technology Lab Private Ltd 4,170 $297,000 New position 2025-12-31
HSBC HOLDINGS PLC 12,154 $775,286 New position 0.00% 2026-06-30
PRUDENTIAL FINANCIAL INC 3,735 $265,857 New position 2025-12-31
LOS ANGELES CAPITAL MANAGEMENT LLC 25,169 $1,485,223 New position 2025-12-31
OPPENHEIMER & CO INC 16,124 $1,147,706 New position 2025-12-31
Pictet Asset Management Holding SA 8,911 $634,285 New position 2025-12-31
NAVELLIER & ASSOCIATES INC 10,099 $656,940 ▲ +2,987 0.05% 2026-06-30
Pathstone Holdings, LLC 9,950 $708,241 New position 2025-12-31
Synergy Financial Group, LTD 10,155 $722,833 New position 2025-12-31
Alphadyne Asset Management LP 92,314 $6,570,911 New position 2025-12-31
ProShare Advisors LLC 11,075 $788,320 New position 2025-12-31
Federation des caisses Desjardins du Quebec 9,181 $653,512 New position 2025-12-31
WATERSHED PRIVATE WEALTH LLC 9,210 $599,111 Unchanged 0.17% 2026-06-30
Tradition Wealth Management, LLC 4,783 $340,454 New position 2025-12-31
Magnetar Financial LLC 5,926 $421,813 New position 2025-12-31
Wealthfront Advisers LLC 8,304 $591,079 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 7,393 $526,234 New position 2025-12-31
Cerity Partners LLC 8,138 $579,264 New position 2025-12-31
Johnson & White Wealth Management, LLC 7,981 $568,087 New position 2025-12-31
J. Safra Sarasin Holding AG 7,579 $493,160 New position 0.01% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 7,117 $462,949 ▲ +1,882 0.00% 2026-06-30
Quantbot Technologies LP 7,099 $461,790 ▲ +4,227 0.02% 2026-06-30
XPONANCE LLC 4,811 $342,447 New position 2025-12-31
NewEdge Advisors, LLC 16,116 $1,147,138 New position 2025-12-31
SIH Partners, LLLP 7,015 $456,326 New position 0.00% 2026-06-30
Fermata Advisors, LLC 6,768 $440,258 ▲ +65 0.09% 2026-06-30
Ameritas Investment Partners, Inc. 4,917 $349,992 New position 2025-12-31
ALGERT GLOBAL LLC 46,603 $3,317 New position 2025-12-31
American Assets Investment Management, LLC 6,500 $422,825 ▲ +4,700 0.03% 2026-06-30
Kestra Advisory Services, LLC 5,001 $355,971 New position 2025-12-31
STIFEL FINANCIAL CORP 7,306 $520,044 New position 2025-12-31
TITLEIST ASSET MANAGEMENT, LLC 5,375 $382,593 New position 2025-12-31
Empower Advisory Group, LLC 12,561 $894,092 New position 2025-12-31
Cetera Investment Advisers 10,852 $772,446 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 6,135 $399,082 ▲ +2,230 0.00% 2026-06-30
SIG BROKERAGE, LP 6,000 $390,300 Unchanged 0.01% 2026-06-30
Total Clarity Wealth Management, Inc. 5,725 $372,411 New position 0.07% 2026-06-30
Aspiring Ventures, LLC 5,059 $360,100 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 3,569 $254,041 New position 2025-12-31
Schorn Wealth LLC 5,422 $352,701 ▲ +475 0.09% 2026-06-30
ALLSTATE CORP 5,383 $350,164 New position 0.00% 2026-06-30
VICTORY FINANCIAL GROUP, LLC 5,365 $348,993 ▼ -3,554 0.04% 2026-06-30
Fearless Solutions, LLC dba Best Invest 5,302 $344,895 ▼ -400 0.18% 2026-06-30
SBI Securities Co., Ltd. 5,617 $399,818 New position 2025-12-31
Weiss Asset Management LP 5,275 $343,139 New position 0.00% 2026-06-30
Gotham Asset Management, LLC 11,610 $826,400 New position 2025-12-31
Vontobel Holding Ltd. 5,213 $339,106 New position 0.00% 2026-06-30
Ascent Wealth Partners, LLC 3,952 $281,303 New position 2025-12-31
Parisi Gray Wealth Management 4,988 $324,468 New position 0.07% 2026-06-30
AlphaGrep UK Ltd 4,896 $318,485 New position 0.09% 2026-06-30
Neuberger Berman Group LLC 3,854 $274,327 New position 2025-12-31
Swiss Life Asset Management Ltd 3,016 $214,679 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 3,057 $217,597 New position 2025-12-31
TD Waterhouse Canada Inc. 3,671 $261,338 New position 2025-12-31
EVENTIDE ASSET MANAGEMENT, LLC 4,454 $276,950 New position 0.00% 2026-06-30
&PARTNERS 4,384 $312,053 New position 2025-12-31
CIBC Bancorp USA Inc. 4,129 $268,591 ▲ +858 0.00% 2026-06-30
Worth Venture Partners, LLC 4,042 $287,710 New position 2025-12-31
BANK OF MONTREAL /CAN/ 4,104 $266,965 New position 0.00% 2026-06-30
Bayforest Capital Ltd 4,045 $263,127 New position 0.24% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 3,927 $255,451 ▲ +235 0.00% 2026-06-30
M&T BANK CORP 1,073,038 $344,806,456 New position 2025-12-31
Rockefeller Capital Management L.P. 1,469 $104,563 New position 2025-12-31
Ensign Peak Advisors, Inc 4,850 $345,223 New position 2025-12-31
IHT Wealth Management, LLC 3,727 $242,447 ▼ -443 0.01% 2026-06-30
OneDigital Investment Advisors LLC 3,251 $231,406 New position 2025-12-31
ARS Wealth Advisors Group, LLC 3,640 $236,782 Unchanged 0.02% 2026-06-30
STRS OHIO 4,200 $298,956 New position 2025-12-31
US BANCORP DE U.S. BANCORP 3,481 $226,439 ▲ +126 0.00% 2026-06-30
GAMMA Investing LLC 3,479 $226,309 ▲ +60 0.01% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 10,295 $732,799 New position 2025-12-31
IEQ CAPITAL, LLC 3,386 $220,259 New position 0.00% 2026-06-30
R Squared Ltd 3,196 $227,491 New position 2025-12-31
Garden State Investment Advisory Services LLC 3,178 $206,729 New position 0.04% 2026-06-30
TRUIST FINANCIAL CORP 3,568 $253,970 New position 2025-12-31
NFSG Corp 3,107 $202,110 ▼ -150 0.03% 2026-06-30
Leonteq Securities AG 2,814 $200,301 ▼ -12,608 2025-12-31
Triumph Capital Management 1,191 $84,775 New position 2025-12-31
Nykredit A/S 2,403 $156,315 New position 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 3,198 $227,634 New position 2025-12-31
Activest Wealth Management 2,102 $149,620 New position 2025-12-31
Farther Finance Advisors, LLC 2,042 $132,788 ▲ +344 0.00% 2026-06-30
Integrated Wealth Concepts LLC 1,960 $127,506 New position 0.00% 2026-06-30
Union Bancaire Privee, UBP SA 1,745 $108,504 Unchanged 0.00% 2026-06-30
PNC FINANCIAL SERVICES GROUP, INC. 1,182 $84,135 New position 2025-12-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,154 $153,322 New position 2025-12-31
SIGNATUREFD, LLC 1,208 $78,580 ▼ -67 0.00% 2026-06-30
Nemes Rush Group LLC 1,100 $78,298 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 824 $59 New position 2025-12-31
IFP Advisors, Inc 2,362 $168,127 ▲ +1,350 2025-12-31
Advisors Asset Management, Inc. 910 $59,196 ▲ +478 0.00% 2026-06-30
THOMPSON INVESTMENT MANAGEMENT, INC. 800 $52,040 New position 0.01% 2026-06-30
Asset Management One Co., Ltd. 1,029 $73,388 New position 2025-12-31
Stone House Investment Management, LLC 750 $48,788 Unchanged 0.01% 2026-06-30
Cullen/Frost Bankers, Inc. 658 $42,803 New position 0.00% 2026-06-30
Analyst IMS Investment Management Services Ltd. 617,639 $40,177 Unchanged 0.93% 2026-06-30
Estabrook Capital Management 500 $35,590 New position 2025-12-31
Kemnay Advisory Services Inc. 225 $16,016 New position 2025-12-31
STANCE CAPITAL LLC 465 $30,248 Unchanged 0.01% 2026-06-30
Ameritas Advisory Services, LLC 462 $30,053 New position 0.00% 2026-06-30
T. Rowe Price Investment Management, Inc. 449,104 $29,215 New position 0.02% 2026-06-30
Smartleaf Asset Management LLC 401 $28,792 New position 2025-12-31
TOKIO MARINE ASSET MANAGEMENT CO LTD 433 $28,167 New position 0.00% 2026-06-30
JPL Wealth Management, LLC 351 $22,834 ▲ +1 0.00% 2026-06-30
Strive Financial Group ,LLC 532 $37,868 New position 2025-12-31
Allworth Financial LP 322 $22,920 New position 2025-12-31
Heritage Wealth Advisors 274 $19,503 New position 2025-12-31
Parallel Advisors, LLC 288 $20,500 New position 2025-12-31
Clearstead Advisors, LLC 251 $17,867 New position 2025-12-31
Sterling Capital Management LLC 396 $28,187 New position 2025-12-31
Cornerstone Planning Group LLC 250 $15,855 Unchanged 0.00% 2026-06-30
Arax Advisory Partners 26 $1,851 New position 2025-12-31
Rakuten Securities, Inc. 196 $13,951 New position 2025-12-31
Mirae Asset Global Investments Co., Ltd. 532 $37,868 New position 2025-12-31
HRT FINANCIAL LP 189,325 $12,315 ▲ +127,625 0.02% 2026-06-30
Kilter Group LLC 188 $13,382 ▼ -38 2025-12-31
EverSource Wealth Advisors, LLC 136 $9,681 New position 2025-12-31
DHJJ Financial Advisors, Ltd. 153 $9,953 New position 0.00% 2026-06-30
Versant Capital Management, Inc 148 $9,627 Unchanged 0.00% 2026-06-30
Archer Investment Corp 143 $10,179 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 84 $5,979 New position 2025-12-31
Dogwood Wealth Management LLC 129 $9,182 New position 2025-12-31
TOTH FINANCIAL ADVISORY CORP 120 $7,806 ▼ -600 0.00% 2026-06-30
Global Retirement Partners, LLC 1,596 $113,603 New position 2025-12-31
Towne Trust Company, N.A 200 $14,236 New position 2025-12-31
Field & Main Bank 100 $7,118 New position 2025-12-31
Key Financial Inc 100 $6,505 New position 0.00% 2026-06-30
Private Wealth Management Group, LLC 100 $6,505 Unchanged 0.00% 2026-06-30
Hurley Capital, LLC 98 $6,375 Unchanged 0.00% 2026-06-30
SALEM INVESTMENT COUNSELORS INC 96 $6,245 ▲ +66 0.00% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 1,484,175 $105,644 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 89,262 $6,353 New position 2025-12-31
Larson Financial Group LLC 1,574 $112,037 New position 2025-12-31
Steward Partners Investment Advisory, LLC 1,360 $96,805 New position 2025-12-31
Key Capital Management, INC 77 $5,009 Unchanged 0.00% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 470 $33,455 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 111 $7,901 New position 2025-12-31
HHM Wealth Advisors, LLC 60 $3,903 Unchanged 0.00% 2026-06-30
MB, LEVIS & ASSOCIATES, LLC 60 $3,903 Unchanged 0.00% 2026-06-30
FIDUCIARY FINANCIAL ADVISORS 60 $3,838 New position 0.00% 2026-06-30
Trust Co 50 $3,253 Unchanged 0.00% 2026-06-30
Prestige Wealth Management Group LLC 50 $3,559 Unchanged 2025-12-31
Ancora Advisors LLC 50 $3,252 New position 0.00% 2026-06-30
HARBOUR INVESTMENTS, INC. 3,162 $225,071 New position 2025-12-31
SHP Wealth Management 48 $3,122 Unchanged 0.00% 2026-06-30
Vanguard National Trust Co 45 $2,927 Unchanged 0.00% 2026-06-30
Silver Grove Financial Group, Inc. 43 $2,797 New position 0.00% 2026-06-30
Beaird Harris Wealth Management, LLC 40 $2,602 New position 0.00% 2026-06-30
Kingdom Financial Group LLC. 40 $2,602 Unchanged 0.00% 2026-06-30
Continuum Advisory, LLC 39 $2,537 New position 0.00% 2026-06-30
LifeSteps Financial, Inc. 32 $2,082 New position 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 30 $2,136 New position 2025-12-31
Employees Retirement System of Texas 24,459 $1,741 New position 2025-12-31
GHP Investment Advisors, Inc. 27 $1,922 New position 2025-12-31
Golden State Wealth Management, LLC 25 $1,780 New position 2025-12-31
Copia Wealth Management 25 $1,780 New position 2025-12-31
Torren Management, LLC 498 $35,448 New position 2025-12-31
Hilton Head Capital Partners, LLC 25 $1,780 New position 2025-12-31
Blue Trust, Inc. 23 $1,496 ▼ -4 0.00% 2026-06-30
Handelsbanken Fonder AB 14,300 $1,018 New position 2025-12-31
North Star Investment Management Corp. 20 $1,424 New position 2025-12-31
Spectrum Wealth Advisory Group, LLC 20 $1,301 New position 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 19 $1,236 Unchanged 0.00% 2026-06-30
X-Square Capital, LLC 17,333 $1,234 New position 2025-12-31
Fortitude Family Office, LLC 17 $1,106 Unchanged 0.00% 2026-06-30
IMA Advisory Services, Inc. 16 $1,041 New position 0.00% 2026-06-30
Westside Investment Management, Inc. 15 $976 Unchanged 0.00% 2026-06-30
PayPay Securities Corp 32 $2,278 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 8,612 $613 New position 2025-12-31
Timbuktu Capital Management, LLC 13 $846 New position 0.00% 2026-06-30
Transamerica Financial Advisors, LLC 13 $845 New position 0.00% 2026-06-30
Bare Financial Services, Inc 26 $1,851 New position 2025-12-31
TD PRIVATE CLIENT WEALTH LLC 11 $783 New position 2025-12-31
Atlantic Union Bankshares Corp 62 $4,414 New position 2025-12-31
ASSETMARK, INC 10 $651 ▼ -13 0.00% 2026-06-30
WOLFF WIESE MAGANA LLC 9 $586 Unchanged 0.00% 2026-06-30
SJS Investment Consulting Inc. 9 $586 New position 0.00% 2026-06-30
GSA CAPITAL PARTNERS LLP 7,735 $503 ▲ +1,582 0.03% 2026-06-30
Keating Financial Advisory Services, Inc. 4 $285 New position 2025-12-31
CANADA LIFE ASSURANCE Co 6,768 $482 New position 2025-12-31
Physician Wealth Advisors, Inc. 6 $391 New position 0.00% 2026-06-30
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 16 $1,139 New position 2025-12-31
SG Americas Securities, LLC 5,587 $363 ▼ -7,548 0.00% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,200 $370 New position 2025-12-31
Axiom Investment Management LLC 5 $325 New position 0.00% 2026-06-30
Banque Cantonale Vaudoise 4,468 $291 New position 0.00% 2026-06-30
BFSG, LLC 3 $196 Unchanged 0.00% 2026-06-30
Essential Partners LLC 3 $195 ▼ -81 0.00% 2026-06-30
KBC Group NV 4,140 $294 New position 2025-12-31
ALBION FINANCIAL GROUP /UT 2 $131 Unchanged 0.00% 2026-06-30
True Wealth Design, LLC 2 $131 New position 0.00% 2026-06-30
SWAN Capital LLC 2 $130 New position 0.00% 2026-06-30
JTC Employer Solutions Trustee Ltd 2,500 $124 New position 2025-12-31
TSFG, LLC 1,028 $73 New position 2025-12-31
CHAPMAN FINANCIAL GROUP, LLC 1 $72 New position 2025-12-31
Millstone Evans Group, LLC 1 $71 New position 2025-12-31
Capital Advisors, Ltd. LLC 342 $22 Unchanged 0.00% 2026-06-30
BESSEMER GROUP INC 154 $11 New position 2025-12-31
Covestor Ltd 5 $0 New position 2025-12-31
Avion Wealth 100 $6 Unchanged 0.00% 2026-06-30
FNY Investment Advisers, LLC 65 $3 New position 0.00% 2026-06-30
BIT Capital GmbH 1,856,593 $132,152,290 New position 2025-12-31
Holocene Advisors, LP 782,753 $55,716,359 New position 2025-12-31
TB Alternative Assets Ltd. 0 $0 Sold out 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 89,153 $6,345,911 New position 2025-12-31
Aquatic Capital Management LLC 17,222 $1,225,862 New position 2025-12-31
REX Advisers, LLC 0 $0 Sold out 2026-06-30
NATIXIS 0 $0 Sold out 2026-06-30
Baader Bank Aktiengesellschaft 21,642 $1,536,603 New position 2025-12-31
Bridgewater Associates, LP 66,074 $4,703,147 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 8,246 $586,950 New position 2025-12-31
Timothy G. Youngquist 2020 Irrevocable Trust 0 $0 Sold out 2026-06-30
TWINBEECH CAPITAL LP 55,962 $3,983,375 New position 2025-12-31
Blueshift Asset Management, LLC 16,041 $1,141,798 New position 2025-12-31
Elo Mutual Pension Insurance Co 0 $0 Sold out 2026-06-30
Illumine Investment Management, LLC 30,784 $2,191,205 New position 2025-12-31
Oasis Advisors, LLC 0 $0 Sold out 2026-06-30
Mutual Advisors, LLC 0 $0 Sold out 2026-06-30
Eddie Patel Inc 17,897 $1,273,909 New position 2025-12-31
Jefferies Financial Group Inc. 0 $0 Sold out 2026-06-30
Edgestream Partners, L.P. 0 $0 Sold out 2026-06-30
MAVERICK CAPITAL LTD 69,864 $4,972,920 New position 2025-12-31
MEITAV INVESTMENT HOUSE LTD 6,958 $495,270 New position 2025-12-31
Mariner, LLC 0 $0 Sold out 2026-06-30
Williamson Legacy Group, LLC 14,180 $1,009,332 New position 2025-12-31
POLEN CAPITAL MANAGEMENT LLC 0 $0 Sold out 2026-06-30
CSS LLC/IL 14,500 $1,032,110 New position 2025-12-31
Qsemble Capital Management, LP 0 $0 Sold out 2026-06-30
Private Advisor Group, LLC 22,794 $1,622,477 New position 2025-12-31
Marathon Trading Investment Management LLC 0 $0 Sold out 2026-06-30
Fortis Group Advisors, LLC 12,116 $1,050,821 New position 2025-12-31
Brevan Howard Capital Management LP 0 $0 Sold out 2026-06-30
Virtu Financial LLC 45,145 $3,213 New position 2025-12-31
TWO SIGMA SECURITIES, LLC 0 $0 Sold out 2026-06-30
CIBC Asset Management Inc 4,295 $305,718 New position 2025-12-31
MANGROVE PARTNERS IM, LLC 2,981 $212,188 New position 2025-12-31
PURSUE WEALTH PARTNERS LLC 79,054 $5,628,000 New position 2025-12-31
Kingsview Wealth Management, LLC 3,311 $235,677 New position 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 2,487 $177 New position 2025-12-31
Caitong International Asset Management Co., Ltd 409 $29,113 New position 2025-12-31
LANARK FINANCIAL, INC. 0 $0 Sold out 2026-06-30
State of Wyoming 0 $0 Sold out 2026-06-30
MAI Capital Management 120 $8,542 New position 2025-12-31
Align Financial, LLC 29,611 $29,611 New position 2025-12-31
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
Aster Capital Management (DIFC) Ltd 1 $71 New position 2025-12-31
Root Financial Partners, LLC 208 $14,805 New position 2025-12-31
Truvestments Capital LLC 107 $7,616 New position 2025-12-31
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30
VISION FINANCIAL MARKETS LLC 0 $0 Sold out 2026-06-30
Missouri Trust & Investment Co 46 $3,274 New position 2025-12-31
Lloyd Advisory Services, LLC. 0 $0 Sold out 2026-06-30
N.E.W. Advisory Services LLC 56 $3,986 New position 2025-12-31
Wealth Preservation Advisors, LLC 0 $0 Sold out 2026-06-30
Rachor Investment Advisory Services, LLC 9 $641 New position 2025-12-31
West Branch Capital LLC 0 $0 Sold out 2026-06-30
Basecamp Wealth Advisors LLC 0 $0 Sold out 2026-06-30
Global Wealth Strategies & Associates 0 $0 Sold out 2026-06-30
VANGUARD GROUP INC 6,305,453 $448,822,143 New position 2025-12-31
SOFTBANK GROUP CORP. 925,496 $65,876,805 New position 2025-12-31
DEUTSCHE BANK AG\ 491,778 $35,004,758 New position 2025-12-31
TWO SIGMA ADVISERS, LP 348,898 $24,834,560 New position 2025-12-31
TUDOR INVESTMENT CORP ET AL 211,587 $15,060,763 ▼ -239,561 2025-12-31
NZS Capital, LLC 130,379 $9,280,377 New position 2025-12-31
Atika Capital Management LLC 113,917 $8,108,612 New position 2025-12-31
Informed Momentum Co LLC 64,080 $4,561,214 New position 2025-12-31
Hidden Lake Asset Management LP 63,032 $4,486,618 New position 2025-12-31
Verition Fund Management LLC 54,959 $3,911,982 New position 2025-12-31
BLUE JEAN FINANCIAL LLC 39,549 $2,815,098 New position 2025-12-31
Marex Group plc 29,575 $2,105,149 New position 2025-12-31
JANUS HENDERSON GROUP PLC 29,077 $2,071,155 New position 2025-12-31
Legacy Capital Group California, Inc. 18,280 $1,301,170 New position 2025-12-31
Polymer Capital Management (US) LLC 10,429 $742,336 New position 2025-12-31
K.J. Harrison & Partners Inc 10,000 $711,800 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 9,935 $707,173 New position 2025-12-31
VARCOV Co. 9,430 $671,227 New position 2025-12-31
Corient Private Wealth LLC 6,740 $479,755 New position 2025-12-31
9823 Capital, L.P. 6,208 $441,885 New position 2025-12-31
Suncoast Equity Management 6,000 $427,080 New position 2025-12-31
HighTower Advisors, LLC 5,968 $424,778 New position 2025-12-31
Concurrent Investment Advisors, LLC 5,627 $400,530 New position 2025-12-31
Orion Porfolio Solutions, LLC 5,193 $369,638 New position 2025-12-31
PharVision Advisers, LLC 5,152 $366,719 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,741 $337,464 New position 2025-12-31
INCEPTIONR LLC 4,282 $304,793 New position 2025-12-31
CIBC WORLD MARKETS CORP 4,008 $285,289 New position 2025-12-31
Elm Partners Management LLC 3,800 $270,484 New position 2025-12-31
MACKENZIE FINANCIAL CORP 3,487 $249,874 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 3,350 $238,453 New position 2025-12-31
Optiver Holding B.V. 3,283 $233,684 New position 2025-12-31
CONWAY CAPITAL MANAGEMENT, INC. 3,225 $229,556 New position 2025-12-31
Meridian Wealth Management, LLC 3,172 $225,783 New position 2025-12-31
TFB Advisors LLC 3,162 $225,071 New position 2025-12-31
Forum Financial Management, LP 3,125 $222,438 New position 2025-12-31
Banco Santander, S.A. 2,897 $206,208 New position 2025-12-31
CIBC WORLD MARKET INC. 2,819 $200,656 New position 2025-12-31
US BANCORP \DE\ 2,571 $183,004 New position 2025-12-31
AlphaQuest LLC 1,580 $112,464 New position 2025-12-31
MACQUARIE GROUP LTD 891 $63,421 New position 2025-12-31
Strategic Advocates LLC 610 $43,798 New position 2025-12-31
DV Trading LLC 600 $42,708 New position 2025-12-31
Quarry LP 350 $24,913 New position 2025-12-31
Sarver Vrooman Wealth Advisors 281 $20,002 New position 2025-12-31
CIBC Private Wealth Group LLC 256 $18,222 New position 2025-12-31
COMERICA BANK 237 $16,870 New position 2025-12-31
DANSKE BANK A/S 200 $14,236 New position 2025-12-31
Costello Asset Management, INC 120 $8,542 New position 2025-12-31
Sunbelt Securities, Inc. 109 $7,759 New position 2025-12-31
Operose Advisors LLC 80 $5,694 New position 2025-12-31
Parkside Financial Bank & Trust 40 $2,848 New position 2025-12-31
McIlrath & Eck, LLC 35 $2,491 New position 2025-12-31
GPS Wealth Strategies Group, LLC 28 $1,993 New position 2025-12-31
Atlantic Edge Private Wealth Management, LLC 25 $1,780 New position 2025-12-31
Arete Wealth Advisors, LLC 20,761 $1,478 New position 2025-12-31
Turning Point Benefit Group, Inc. 18 $1,281 New position 2025-12-31
CWM, LLC 5,764 $410 New position 2025-12-31
Penserra Capital Management LLC 5,103 $363 New position 2025-12-31
AMALGAMATED BANK 1,903 $135 New position 2025-12-31
Dunhill Financial, LLC 1 $66 New position 2025-12-31
TrinityBridge Ltd 4 $0 New position 2025-12-31