← All institutions

Institutional Holdings

PLMR

Ownership Summary

Institutions Holding
309
Total Shares Held
24,621,932
Total Value Held
$3,141,324,970
Quarter
2025-12-31

Active Positions

Increased Positions
7
717,801 shares
Decreased Positions
5
863,921 shares
Held Positions
2
1,915 shares
New Positions
291
23,038,295 shares
Sold Out Positions
4
14,942 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 661,900 $89,211,980 New position 2025-12-31
Sumitomo Mitsui Trust Group, Inc. 713,127 $90,132,122 ▼ -3,208 0.05% 2026-06-30
Hood River Capital Management LLC 682,283 $86,233,748 ▲ +256,237 0.63% 2026-06-30
EMERALD ADVISERS, LLC 301,964 $40,692,669 New position 2025-12-31
Bank of New York Mellon Corp 178,673 $24,078,025 New position 2025-12-31
GENEVA CAPITAL MANAGEMENT LLC 231,499 $31,196,771 New position 2025-12-31
EMERALD MUTUAL FUND ADVISERS TRUST 161,717 $21,792,983 New position 2025-12-31
DANSKE BANK A/S 138,295 $18,636,635 New position 2025-12-31
PEREGRINE CAPITAL MANAGEMENT LLC 74,906 $10,094,333 New position 2025-12-31
LOS ANGELES CAPITAL MANAGEMENT LLC 19,131 $2,152,238 New position 2025-12-31
AMERIPRISE FINANCIAL INC 69,312 $9,340,507 New position 2025-12-31
KORNITZER CAPITAL MANAGEMENT INC /KS 64,843 $8,738,243 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 25,501 $3,436,515 New position 2025-12-31
CONNORS INVESTOR SERVICES INC 26,276 $3,321,024 ▲ +9,629 0.29% 2026-06-30
SCHOLTZ & COMPANY, LLC 21,246 $2,863,111 New position 2025-12-31
Moran Wealth Management, LLC 36,706 $4,946,500 New position 2025-12-31
MetLife Investment Management, LLC 14,629 $1,971,404 New position 2025-12-31
One Capital Management, LLC 12,033 $1,621,567 New position 2025-12-31
MARTINGALE ASSET MANAGEMENT L P 13,012 $1,753,498 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 14,221 $1,916,422 New position 2025-12-31
STRS OHIO 8,700 $1,172,412 New position 2025-12-31
FRED ALGER MANAGEMENT, LLC 176,316 $23,760,344 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 8,506 $1,146,269 New position 2025-12-31
ALLSTATE CORP 8,940 $1,129,927 New position 0.01% 2026-06-30
Russell Investments Group, Ltd. 27,789 $3,744,955 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 6,989 $941,838 New position 2025-12-31
YOUSIF CAPITAL MANAGEMENT, LLC 7,095 $896,737 ▲ +28 0.01% 2026-06-30
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 6,045 $814,624 New position 2025-12-31
KLP KAPITALFORVALTNING AS 5,700 $768,132 New position 2025-12-31
Hamilton Capital Partners Inc. 3,760 $475,226 ▼ -1,321 0.01% 2026-06-30
Neuberger Berman Group LLC 1,726 $232,596 New position 2025-12-31
GLOBEFLEX CAPITAL L P 1,909 $241,279 Unchanged 0.03% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 1,005 $127,022 ▲ +561 0.00% 2026-06-30
RICHARDSON FINANCIAL SERVICES INC. 416 $52,577 ▲ +40 0.03% 2026-06-30
WHITTIER TRUST CO OF NEVADA INC 420 $54,894 New position 2025-12-31
SBI Securities Co., Ltd. 170 $22,909 New position 2025-12-31
BESSEMER GROUP INC 153,905 $20,739 New position 2025-12-31
Sterling Capital Management LLC 171 $23,044 New position 2025-12-31
PRIVATE TRUST CO NA 162 $21,832 New position 2025-12-31
MassMutual Private Wealth & Trust, FSB 62 $7,836 ▲ +1 0.00% 2026-06-30
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 22,329 $3,009 New position 2025-12-31
FARMERS & MERCHANTS INVESTMENTS INC 16 $2,156 New position 2025-12-31
Golden State Wealth Management, LLC 20 $2,695 New position 2025-12-31
AMALGAMATED BANK 7,699 $1,038 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,363 $318 New position 2025-12-31
Janney Montgomery Scott LLC 2,055 $260 ▼ -948 0.00% 2026-06-30
Covestor Ltd 1,254 $169 New position 2025-12-31
HARBOR CAPITAL ADVISORS, INC. 102 $13 ▼ -11 0.00% 2026-06-30
ATLAS CAPITAL ADVISORS INC. 181,634 $24,476,997 New position 2025-12-31
CONGRESS ASSET MANAGEMENT CO 0 $0 Sold out 2026-06-30
Jackson Creek Investment Advisors LLC 11,778 $1,587 New position 2025-12-31
Hillsdale Investment Management Inc. 50 $6,738 New position 2025-12-31
NAVELLIER & ASSOCIATES INC 4,254 $573,269 New position 2025-12-31
Yorktown Management & Research Co Inc 0 $0 Sold out 2026-06-30
Systematic Alpha Investments, LLC 2,000 $269,520 New position 2025-12-31
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 0 $0 Sold out 2026-06-30
CURIO WEALTH, LLC 0 $0 Sold out 2026-06-30
BlackRock, Inc. 4,403,417 $593,404,474 New position 2025-12-31
VANGUARD GROUP INC 2,698,278 $363,619,943 New position 2025-12-31
STATE STREET CORP 1,061,350 $143,027,526 New position 2025-12-31
WESTFIELD CAPITAL MANAGEMENT CO LP 840,226 $113,228,856 New position 2025-12-31
JANUS HENDERSON GROUP PLC 795,625 $107,236,563 New position 2025-12-31
Stephens Investment Management Group LLC 694,317 $93,566,159 New position 2025-12-31
Invesco Ltd. 677,937 $91,358,791 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 629,447 $84,824,654 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 459,009 $61,856,055 New position 2025-12-31
Champlain Investment Partners, LLC 332,544 $44,813,629 New position 2025-12-31
FEDERATED HERMES, INC. 328,415 $44,257,205 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 308,734 $41,604,994 New position 2025-12-31
NORTHERN TRUST CORP 281,742 $37,967,553 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 260,938 $35,164,005 New position 2025-12-31
VILLERE ST DENIS J & CO LLC 260,362 $35,086,383 New position 2025-12-31
MORGAN STANLEY 259,484 $34,968,178 New position 2025-12-31
GOLDMAN SACHS GROUP INC 247,207 $33,313,615 New position 2025-12-31
AustralianSuper Pty Ltd 241,510 $32,545,888 New position 2025-12-31
Freestone Grove Partners LP 240,887 $32,461,932 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 239,602 $32,288,765 New position 2025-12-31
Artemis Investment Management LLP 212,279 $28,606,718 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 207,703 $27,990,056 New position 2025-12-31
Point72 Asset Management, L.P. 202,220 $27,251,167 New position 2025-12-31
Nuveen, LLC 157,801 $21,265,262 New position 2025-12-31
BARCLAYS PLC 149,826 $20,190,551 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 144,877 $19,523,625 ▼ -9,563 2025-12-31
CITADEL ADVISORS LLC 131,387 $17,705,712 New position 2025-12-31
BLAIR WILLIAM & CO/IL 127,421 $17,171,254 New position 2025-12-31
Woodline Partners LP 126,146 $16,999,435 New position 2025-12-31
Qube Research & Technologies Ltd 117,467 $15,829,853 New position 2025-12-31
Clark Capital Management Group, Inc. 113,942 $15,354,824 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 97,826 $13,183,032 New position 2025-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 96,995 $13,071,046 New position 2025-12-31
PUBLIC SECTOR PENSION INVESTMENT BOARD 91,708 $12,358,570 New position 2025-12-31
JPMORGAN CHASE & CO 86,809 $11,698,437 New position 2025-12-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 86,540 $11,662,130 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 73,701 $9,931,947 New position 2025-12-31
Man Group plc 73,640 $9,923,726 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 73,563 $9,913,350 New position 2025-12-31
Waverly Advisors, LLC 72,827 $9,814,167 New position 2025-12-31
Legal & General Group Plc 68,656 $9,252,082 New position 2025-12-31
RHUMBLINE ADVISERS 68,154 $9,184,418 New position 2025-12-31
RENAISSANCE GROUP LLC 66,895 $9,014,770 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 66,610 $8,976,363 New position 2025-12-31
KING LUTHER CAPITAL MANAGEMENT CORP 59,521 $8,021,050 New position 2025-12-31
OSTERWEIS CAPITAL MANAGEMENT INC 57,510 $7,750,048 New position 2025-12-31
Cerity Partners LLC 55,495 $7,478,506 New position 2025-12-31
SEI INVESTMENTS CO 54,240 $7,309,049 New position 2025-12-31
Swiss National Bank 52,900 $7,128,804 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 52,233 $7,038,919 New position 2025-12-31
F/m Investments LLC 49,665 $6,692,855 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 36,570 $4,928,173 New position 2025-12-31
WELLS FARGO & COMPANY/MN 36,282 $4,889,362 New position 2025-12-31
Connor, Clark & Lunn Investment Management Ltd. 32,642 $4,398,836 New position 2025-12-31
Robeco Schweiz AG 32,500 $4,379,700 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 32,453 $4,373,299 New position 2025-12-31
DEUTSCHE BANK AG\ 32,077 $4,322,697 New position 2025-12-31
UBS Group AG 28,373 $3,823,545 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 28,027 $3,776,919 New position 2025-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 26,488 $3,569,523 New position 2025-12-31
TRILLIUM ASSET MANAGEMENT, LLC 25,199 $3,531,802 New position 2025-12-31
Trexquant Investment LP 26,098 $3,516,966 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 24,804 $3,342,587 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 23,641 $3,185,862 New position 2025-12-31
HUSSMAN STRATEGIC ADVISORS, INC. 21,000 $2,829,960 New position 2025-12-31
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 20,718 $2,792,000 New position 2025-12-31
Conestoga Capital Advisors, LLC 20,635 $2,780,773 New position 2025-12-31
OSSIAM 20,200 $2,722,152 New position 2025-12-31
Creative Planning 19,099 $2,573,781 New position 2025-12-31
Riverwater Partners LLC 18,050 $2,432,418 New position 2025-12-31
FMR LLC 17,866 $2,407,531 New position 2025-12-31
HighTower Advisors, LLC 17,613 $2,373,528 New position 2025-12-31
Pathstone Holdings, LLC 17,589 $2,370,295 New position 2025-12-31
Calamos Advisors LLC 17,396 $2,344,285 New position 2025-12-31
Aubrey Capital Management Ltd 17,200 $2,318,412 New position 2025-12-31
State of New Jersey Common Pension Fund D 16,640 $2,242,406 New position 2025-12-31
FIRST TRUST ADVISORS LP 16,275 $2,193,219 New position 2025-12-31
TEACHER RETIREMENT SYSTEM OF TEXAS 15,759 $2,123,683 New position 2025-12-31
Illinois Municipal Retirement Fund 15,212 $2,049,969 New position 2025-12-31
Allianz Asset Management GmbH 14,661 $1,975,716 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,600 $1,967,496 New position 2025-12-31
STIFEL FINANCIAL CORP 14,136 $1,904,972 New position 2025-12-31
State of Tennessee, Department of Treasury 15,275 $1,887,838 New position 2025-12-31
Advisors Asset Management, Inc. 12,469 $1,680,322 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 12,235 $1,648,789 New position 2025-12-31
Cetera Investment Advisers 12,217 $1,646,362 New position 2025-12-31
Future Fund LLC 12,020 $1,619,815 New position 2025-12-31
ExodusPoint Capital Management, LP 11,135 $1,500,553 New position 2025-12-31
Laurion Capital Management LP 10,856 $1,462,954 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 10,775 $1,452,040 New position 2025-12-31
Tidal Investments LLC 10,757 $1,449,613 New position 2025-12-31
Integrated Quantitative Investments LLC 10,527 $1,418,619 New position 2025-12-31
LPL Financial LLC 9,596 $1,293,157 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 9,512 $1,281,837 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 9,448 $1,273,213 New position 2025-12-31
Crestwood Advisors Group, LLC 9,178 $1,236,827 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 9,174 $1,236,288 New position 2025-12-31
Quantinno Capital Management LP 8,869 $1,195,186 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 8,641 $1,164,461 New position 2025-12-31
FRANKLIN RESOURCES INC 8,090 $1,090,208 New position 2025-12-31
PICTON MAHONEY ASSET MANAGEMENT 7,980 $1,075,385 New position 2025-12-31
CITIGROUP INC 7,575 $1,020,807 New position 2025-12-31
Arizona State Retirement System 7,489 $1,009,218 New position 2025-12-31
COMERICA BANK 7,145 $962,864 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 6,914 $931,731 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 6,561 $884,160 New position 2025-12-31
MACKENZIE FINANCIAL CORP 6,341 $853,845 New position 2025-12-31
Bridgewater Associates, LP 5,661 $762,876 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 5,629 $758,565 New position 2025-12-31
ProShare Advisors LLC 5,130 $691,319 New position 2025-12-31
US BANCORP \DE\ 4,920 $663,019 New position 2025-12-31
Keebeck Wealth Management 4,751 $640,245 New position 2025-12-31
Gotham Asset Management, LLC 4,737 $638,358 New position 2025-12-31
Amundi 4,658 $627,712 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 4,651 $626,769 New position 2025-12-31
Quantbot Technologies LP 4,588 $618,279 New position 2025-12-31
AIA Group Ltd 4,532 $610,732 New position 2025-12-31
Gallacher Capital Management LLC 4,475 $602,990 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 4,464 $601,569 New position 2025-12-31
Pictet Asset Management Holding SA 4,440 $598,334 New position 2025-12-31
MML INVESTORS SERVICES, LLC 4,427 $596,583 New position 2025-12-31
VARCOV Co. 4,128 $556,289 New position 2025-12-31
ALPS ADVISORS INC 3,942 $531,224 New position 2025-12-31
Maryland State Retirement & Pension System 3,874 $522,060 New position 2025-12-31
FJ Capital Management LLC 3,864 $520,713 New position 2025-12-31
Atria Investments, Inc 3,415 $460,205 New position 2025-12-31
Ameritas Advisory Services, LLC 3,287 $442,956 New position 2025-12-31
AE Wealth Management LLC 3,244 $437,164 New position 2025-12-31
MIRABELLA FINANCIAL SERVICES LLP 3,147 $424,089 New position 2025-12-31
Mariner, LLC 3,076 $414,371 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 3,060 $412,383 New position 2025-12-31
TRUIST FINANCIAL CORP 3,030 $408,323 New position 2025-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 3,029 $408,188 New position 2025-12-31
ROYAL BANK OF CANADA 3,012 $406,000 New position 2025-12-31
Abacus Wealth Partners, LLC 2,903 $391,208 New position 2025-12-31
Swiss Life Asset Management Ltd 2,627 $354,015 New position 2025-12-31
TWO SIGMA ADVISERS, LP 2,500 $336,900 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 2,383 $321,133 New position 2025-12-31
&PARTNERS 2,350 $316,686 New position 2025-12-31
KICKSTAND VENTURES, LLC. 2,335 $314,665 New position 2025-12-31
Ameritas Investment Partners, Inc. 2,204 $297,011 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 2,203 $296,877 New position 2025-12-31
CIBC Asset Management Inc 2,201 $296,607 New position 2025-12-31
Versor Investments LP 2,197 $296,068 New position 2025-12-31
ARMISTICE CAPITAL, LLC 2,192 $295,394 New position 2025-12-31
Brevan Howard Capital Management LP 2,138 $288,117 New position 2025-12-31
D. E. Shaw & Co., Inc. 2,115 $285,017 New position 2025-12-31
XPONANCE LLC 2,086 $281,109 New position 2025-12-31
MINDSET WEALTH MANAGEMENT, LLC 2,049 $276,123 New position 2025-12-31
Outlook Wealth Advisors, LLC 1,987 $267,768 New position 2025-12-31
BANK OF MONTREAL /CAN/ 1,977 $266,421 New position 2025-12-31
JOURNEY STRATEGIC WEALTH LLC 1,944 $261,974 New position 2025-12-31
Caitlin John, LLC 1,919 $258,604 New position 2025-12-31
Ensign Peak Advisors, Inc 1,902 $256,314 New position 2025-12-31
JANE STREET GROUP, LLC 1,900 $256,044 New position 2025-12-31
Crossmark Global Holdings, Inc. 1,829 $246,476 New position 2025-12-31
Jain Global LLC 1,771 $238,660 New position 2025-12-31
CIBC WORLD MARKETS CORP 1,745 $235,156 New position 2025-12-31
AlphaQuest LLC 1,684 $226,936 New position 2025-12-31
PVG ASSET MANAGEMENT CORP 1,620 $218,311 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 1,595 $214,920 New position 2025-12-31
PRINCIPAL SECURITIES, INC. 1,590 $214,268 New position 2025-12-31
AlphaCore Capital LLC 1,526 $205,644 New position 2025-12-31
Jump Financial, LLC 1,490 $200,792 New position 2025-12-31
Clearstead Advisors, LLC 1,401 $188,799 New position 2025-12-31
Tower Research Capital LLC (TRC) 1,312 $176,805 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,353 $176,475 New position 2025-12-31
New Age Alpha Advisors, LLC 1,142 $153,896 New position 2025-12-31
Aquatic Capital Management LLC 923 $124,383 New position 2025-12-31
Global Retirement Partners, LLC 859 $115,759 New position 2025-12-31
Horizon Investments, LLC 824 $111,042 New position 2025-12-31
NATIONAL BANK OF CANADA /FI/ 749 $100,910 New position 2025-12-31
Measured Wealth Private Client Group, LLC 746 $100,531 New position 2025-12-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 709 $95,545 New position 2025-12-31
Smartleaf Asset Management LLC 672 $90,666 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 672 $90,559 New position 2025-12-31
IFP Advisors, Inc 664 $89,481 ▲ +150 2025-12-31
Pinnacle Wealth Planning Services, Inc. 497 $66,976 New position 2025-12-31
OSAIC HOLDINGS, INC. 495 $66,768 New position 2025-12-31
Frazier Financial Advisors, LLC 400 $53,904 New position 2025-12-31
Rockefeller Capital Management L.P. 294 $39,620 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 281,603 $37,950 New position 2025-12-31
Kestra Advisory Services, LLC 247 $33,218 New position 2025-12-31
Geneos Wealth Management Inc. 240 $32,342 New position 2025-12-31
Handelsbanken Fonder AB 231,346 $31,176 New position 2025-12-31
SIMPLEX TRADING, LLC 188 $25,334 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 187,345 $25,247 New position 2025-12-31
Salomon & Ludwin, LLC 184 $25,037 New position 2025-12-31
T. Rowe Price Investment Management, Inc. 181,247 $24,426 New position 2025-12-31
Steward Partners Investment Advisory, LLC 179 $24,122 New position 2025-12-31
TCTC Holdings, LLC 176 $23,718 New position 2025-12-31
UMB Bank, n.a. 156 $21,023 New position 2025-12-31
ATWOOD & PALMER INC 150 $20,214 New position 2025-12-31
FIFTH THIRD BANCORP 146 $19,675 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 121 $15,950 New position 2025-12-31
EverSource Wealth Advisors, LLC 114 $15,363 New position 2025-12-31
Leonteq Securities AG 100 $13,476 New position 2025-12-31
Quarry LP 77 $10,377 New position 2025-12-31
Kingdom Financial Group LLC. 73 $9,837 New position 2025-12-31
HOLLENCREST CAPITAL MANAGEMENT 70 $9,433 New position 2025-12-31
Arax Advisory Partners 68 $9,164 New position 2025-12-31
Root Financial Partners, LLC 63 $8,490 New position 2025-12-31
GROUP ONE TRADING LLC 63 $8,490 New position 2025-12-31
Parallel Advisors, LLC 60 $8,086 New position 2025-12-31
Wilmington Savings Fund Society, FSB 60 $8,086 New position 2025-12-31
Allworth Financial LP 56 $7,547 New position 2025-12-31
Bare Financial Services, Inc 54 $7,277 New position 2025-12-31
Accent Capital Management, LLC 54 $7,277 New position 2025-12-31
SageView Advisory Group, LLC 45 $6,065 New position 2025-12-31
CIBC Private Wealth Group LLC 45 $6,064 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 43 $5,795 New position 2025-12-31
Parkside Financial Bank & Trust 39 $5,256 New position 2025-12-31
ALGERT GLOBAL LLC 30,288 $4,082 New position 2025-12-31
Atlantic Union Bankshares Corp 30 $4,043 New position 2025-12-31
Vermillion & White Wealth Management Group, LLC 28 $3,773 New position 2025-12-31
Caitong International Asset Management Co., Ltd 23 $3,099 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 22,799 $3,072 New position 2025-12-31
CANADA LIFE ASSURANCE Co 22,479 $3,029 New position 2025-12-31
South Dakota Investment Council 21,319 $2,873 New position 2025-12-31
Bogart Wealth, LLC 20 $2,695 New position 2025-12-31
Larson Financial Group LLC 17 $2,291 New position 2025-12-31
High Note Wealth, LLC 16 $2,156 New position 2025-12-31
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 16 $2,156 New position 2025-12-31
Optiver Holding B.V. 16 $2,156 New position 2025-12-31
SouthState Bank Corp 14 $1,887 New position 2025-12-31
NATIXIS ADVISORS, LLC 12,310 $1,659 New position 2025-12-31
Keating Financial Advisory Services, Inc. 11 $1,482 New position 2025-12-31
Godfrey Financial Associates, Inc. 10 $1,348 New position 2025-12-31
MAI Capital Management 9 $1,213 New position 2025-12-31
Bayforest Capital Ltd 8 $1,078 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 6,695 $902 New position 2025-12-31
Prestige Wealth Management Group LLC 6 $809 Unchanged 2025-12-31
TD PRIVATE CLIENT WEALTH LLC 5 $674 New position 2025-12-31
Ankerstar Wealth, LLC 5 $674 New position 2025-12-31
Sunbelt Securities, Inc. 5 $674 New position 2025-12-31
Summit Global Investments 4,646 $626 New position 2025-12-31
Premier Fund Managers Ltd 4,563 $615 New position 2025-12-31
DecisionPoint Financial, LLC 3 $405 New position 2025-12-31
Physician Wealth Advisors, Inc. 3 $405 New position 2025-12-31
Hughes Financial Services, LLC 3 $404 New position 2025-12-31
CWM, LLC 2,888 $390 New position 2025-12-31
Janney Capital Management LLC 2,442 $329 New position 2025-12-31
WPG Advisers, LLC 2 $270 New position 2025-12-31
HFM Investment Advisors, LLC 2 $270 New position 2025-12-31
GILPIN WEALTH MANAGEMENT, LLC 2 $270 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 1,922 $259 New position 2025-12-31
KBC Group NV 1,474 $198 New position 2025-12-31
DekaBank Deutsche Girozentrale 1,779 $155 New position 2025-12-31
Bay Harbor Wealth Management, LLC 1 $134 New position 2025-12-31
Vestcor Inc 943 $127 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 57 $8 New position 2025-12-31
Harvest Fund Management Co., Ltd 32 $4 New position 2025-12-31