← All institutions
Institutional Holdings
PMIOwnership Summary
Institutions Holding
59
Total Shares Held
7,606,248
Total Value Held
$1,244,225
Quarter
2026-06-30
Active Positions
Increased Positions
15
2,648,678 shares
Decreased Positions
4
6,548 shares
Held Positions
0
0 shares
New Positions
22
4,951,022 shares
Sold Out Positions
18
223,756 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 2,518,400 | $413,018 | New position | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 2,144,986 | $350,706 | ▲ +2,089,724 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 1,377,216 | $225,175 | New position | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 290,575 | $47,510 | New position | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 172,381 | $28,184 | New position | 0.00% | 2026-06-30 |
| FMR LLC | 151,010 | $24,690 | ▲ +143,994 | 0.00% | 2026-06-30 |
| UBS Group AG | 125,200 | $20,533 | ▲ +122,475 | 0.00% | 2026-06-30 |
| Cerity Partners LLC | 115,528 | $18,891 | New position | 0.00% | 2026-06-30 |
| Mariner, LLC | 75,997 | $12,426 | New position | 0.00% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75,833 | $11,678 | New position | 0.00% | 2026-06-30 |
| Hudson Bay Capital Management LP | 67,935 | $11,107 | ▲ +57,321 | 0.00% | 2026-06-30 |
| Ground Swell Capital, LLC | 66,334 | $10,846 | ▲ +51,513 | 0.01% | 2026-06-30 |
| Pallas Capital Advisors LLC | 54,751 | $8,952 | New position | 0.00% | 2026-06-30 |
| Wealth Management Partners, LLC | 50,116 | $8,194 | ▲ +22,000 | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 42,738 | $6,988 | New position | 0.00% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 38,596 | $6,310 | New position | 0.00% | 2026-06-30 |
| Perigon Wealth Management, LLC | 37,207 | $6,083 | New position | 0.00% | 2026-06-30 |
| Creative Planning | 26,832 | $4,387 | New position | 0.00% | 2026-06-30 |
| JMN Financial LLC | 23,888 | $3,906 | New position | 0.00% | 2026-06-30 |
| BRIGHTON JONES LLC | 22,707 | $3,713 | New position | 0.00% | 2026-06-30 |
| Merit Financial Group, LLC | 21,389 | $3,497 | New position | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 18,845 | $3,081 | ▲ +18,837 | 0.00% | 2026-06-30 |
| HB Wealth Management, LLC | 18,113 | $2,961 | New position | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 16,295 | $2,664 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 11,896 | $1,945 | ▲ +8,987 | 0.00% | 2026-06-30 |
| Parcion Private Wealth LLC | 11,461 | $1,874 | New position | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 5,394 | $882 | ▲ +5,146 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 5,011 | $820 | New position | 0.00% | 2026-06-30 |
| Fortitude Family Office, LLC | 4,652 | $761 | New position | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 3,822 | $625 | ▲ +3,794 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 2,224 | $364 | ▼ -122 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 1,653 | $271 | ▼ -4,723 | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 1,417 | $232 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 1,400 | $229 | ▼ -1,040 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 1,271 | $208 | ▼ -820 | 0.00% | 2026-06-30 |
| Essential Partners LLC | 982 | $161 | ▲ +778 | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 917 | $150 | ▲ +914 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 825 | $135 | ▲ +813 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 377 | $62 | ▲ +350 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 39 | $6 | ▲ +24 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 35 | $0 | New position | 0.00% | 2026-06-30 |
| STATE STREET CORP | 0 | $0 | Sold out | 2026-06-30 | |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NORTHERN TRUST CORP | 0 | $0 | Sold out | 2026-06-30 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | $0 | Sold out | 2026-06-30 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0 | $0 | Sold out | 2026-06-30 | |
| BlackRock, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| RHUMBLINE ADVISERS | 0 | $0 | Sold out | 2026-06-30 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| JPMORGAN CHASE & CO | 0 | $0 | Sold out | 2026-06-30 | |
| Russell Investments Group, Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| Ameritas Investment Partners, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| Sterling Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Transamerica Financial Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Legacy Wealth Managment, LLC/ID | 0 | $0 | Sold out | 2026-06-30 | |
| Allworth Financial LP | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 |