← All institutions
Institutional Holdings
PSIXOwnership Summary
Institutions Holding
216
Total Shares Held
8,436,285
Total Value Held
$320,876,993
Quarter
2026-06-30
Active Positions
Increased Positions
57
4,969,669 shares
Decreased Positions
46
1,297,999 shares
Held Positions
17
167,158 shares
New Positions
33
2,001,459 shares
Sold Out Positions
63
1,581,458 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 1,497,155 | $58,224,358 | ▲ +1,488,505 | 0.06% | 2026-06-30 |
| BlackRock, Inc. | 818,968 | $31,849,666 | ▲ +103,412 | 0.00% | 2026-06-30 |
| Newtyn Management, LLC | 600,890 | $23,368,612 | New position | 2.92% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 340,634 | $13,247,256 | New position | 0.00% | 2026-06-30 |
| Yunqi Capital Ltd | 339,000 | $13,183,710 | New position | 10.55% | 2026-06-30 |
| BARCLAYS PLC | 311,110 | $12,099,068 | ▲ +72,064 | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 296,812 | $11,540,874 | ▲ +13,571 | 0.00% | 2026-06-30 |
| OLP CAPITAL MANAGEMENT Ltd | 283,940 | $11,042,427 | New position | 2.76% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 248,307 | $9,656,659 | ▼ -10,180 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 228,017 | $8,867,581 | ▲ +93,458 | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 206,942 | $8,047,974 | ▲ +109,062 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 184,855 | $7,189,011 | ▲ +14,108 | 0.00% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 98,700 | $6,008,856 | ▲ +65,260 | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 147,333 | $5,729,781 | ▲ +103,027 | 0.00% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 146,750 | $5,707,107 | ▲ +60,627 | 0.00% | 2026-06-30 |
| Yiheng Capital Management, L.P. | 133,500 | $5,191,815 | New position | 1.78% | 2026-06-30 |
| Meros Investment Management, LP | 129,266 | $5,027,155 | ▲ +90,000 | 1.60% | 2026-06-30 |
| MORGAN STANLEY | 113,003 | $4,394,686 | ▼ -54,034 | 0.00% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 108,961 | $4,237,493 | ▲ +62,590 | 0.00% | 2026-06-30 |
| Hel Ved Capital Management Ltd | 100,876 | $3,923,068 | Unchanged | 0.29% | 2026-06-30 |
| Valiant Capital Management, L.P. | 81,674 | $3,176,302 | ▲ +12,286 | 0.13% | 2026-06-30 |
| IMC-Chicago, LLC | 78,000 | $3,033,420 | ▼ -18,200 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 74,796 | $2,908,817 | ▼ -5,303 | 0.00% | 2026-06-30 |
| Tidal Investments LLC | 72,447 | $2,817,464 | ▲ +43,068 | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 70,150 | $2,728,134 | New position | 0.00% | 2026-06-30 |
| Defiance ETFs, LLC | 72,881 | $2,676,190 | ▲ +52,013 | 0.04% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 68,591 | $2,667,504 | ▼ -6,162 | 0.00% | 2026-06-30 |
| CAPITAL FUND MANAGEMENT S.A. | 63,068 | $2,452,714 | ▲ +15,755 | 0.01% | 2026-06-30 |
| JANE STREET GROUP, LLC | 61,300 | $2,383,957 | ▼ -23,796 | 0.00% | 2026-06-30 |
| LPL Financial LLC | 57,706 | $2,244,186 | ▼ -98,479 | 0.00% | 2026-06-30 |
| CITIGROUP INC | 53,989 | $2,099,632 | ▲ +52,460 | 0.00% | 2026-06-30 |
| OnyxPoint Global Management LP | 53,458 | $2,078,982 | ▼ -24,461 | 0.47% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 50,986 | $1,982,846 | New position | 0.00% | 2026-06-30 |
| VICTORY CAPITAL MANAGEMENT INC | 45,761 | $1,779,645 | ▲ +8,445 | 0.00% | 2026-06-30 |
| Bridge City Capital, LLC | 40,658 | $1,581,190 | ▲ +7,865 | 0.36% | 2026-06-30 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 37,637 | $1,463,703 | ▼ -34,993 | 0.01% | 2026-06-30 |
| ExodusPoint Capital Management, LP | 37,020 | $1,439,708 | New position | 0.01% | 2026-06-30 |
| Man Group plc | 34,788 | $1,352,905 | ▼ -53,879 | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 30,479 | $1,185,329 | ▼ -2,385 | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 29,658 | $1,153,400 | ▲ +1,530 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 29,644 | $1,152,855 | ▼ -14,208 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 27,479 | $1,068,658 | ▲ +15,916 | 0.01% | 2026-06-30 |
| Capstone Capital Management Ltd | 26,718 | $1,039,063 | New position | 0.46% | 2026-06-30 |
| Balyasny Asset Management L.P. | 26,201 | $1,018,957 | ▲ +17,802 | 0.00% | 2026-06-30 |
| Qube Research & Technologies Ltd | 25,845 | $1,005,112 | ▲ +13,307 | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 25,627 | $996,634 | ▼ -7,881 | 0.00% | 2026-06-30 |
| Kerrisdale Advisers, LLC | 25,175 | $979,056 | ▲ +13,510 | 0.25% | 2026-06-30 |
| Persistent Asset Partners Ltd | 21,864 | $850,291 | ▲ +17,569 | 0.25% | 2026-06-30 |
| Hennion & Walsh Asset Management, Inc. | 21,546 | $837,924 | ▲ +5,396 | 0.02% | 2026-06-30 |
| De Lisle Partners LLP | 21,000 | $817,320 | Unchanged | 0.09% | 2026-06-30 |
| WORLD EQUITY GROUP, INC. | 20,681 | $804,288 | ▲ +2,873 | 0.18% | 2026-06-30 |
| Freestone Grove Partners LP | 20,286 | $788,923 | New position | 0.01% | 2026-06-30 |
| Nuveen, LLC | 20,071 | $780,561 | ▲ +3,401 | 0.00% | 2026-06-30 |
| Brevan Howard Capital Management LP | 19,608 | $762,555 | New position | 0.01% | 2026-06-30 |
| Belpointe Asset Management LLC | 18,795 | $730,938 | New position | 0.02% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 17,835 | $693,603 | ▼ -21,309 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 17,762 | $690,764 | ▼ -13,733 | 0.00% | 2026-06-30 |
| Swiss National Bank | 17,300 | $672,797 | ▼ -900 | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 16,126 | $627,140 | ▲ +2,592 | 0.00% | 2026-06-30 |
| Gotham Asset Management, LLC | 15,072 | $586,150 | ▼ -845 | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 14,770 | $574,405 | ▼ -230 | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 13,744 | $534,504 | Unchanged | 0.00% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11,865 | $461,430 | ▼ -6,468 | 0.00% | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | 10,534 | $409,667 | New position | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 10,328 | $401,646 | ▲ +459 | 0.00% | 2026-06-30 |
| NAVELLIER & ASSOCIATES INC | 10,224 | $397,611 | ▼ -97,278 | 0.03% | 2026-06-30 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9,760 | $379,567 | ▼ -392 | 0.00% | 2026-06-30 |
| CREDIT AGRICOLE S A | 9,500 | $369,455 | Unchanged | 0.00% | 2026-06-30 |
| Creative Planning | 9,209 | $358,139 | ▲ +1,458 | 0.00% | 2026-06-30 |
| Bay Rivers Group | 9,141 | $355,493 | ▼ -45 | 0.12% | 2026-06-30 |
| ALPS ADVISORS INC | 8,840 | $343,788 | ▲ +116 | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 8,696 | $338,188 | ▲ +1,883 | 0.00% | 2026-06-30 |
| FOX RUN MANAGEMENT, L.L.C. | 8,449 | $328,582 | New position | 0.05% | 2026-06-30 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 8,300 | $322,787 | ▲ +3,300 | 0.00% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 7,782 | $302,642 | ▼ -293,386 | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 7,631 | $296,770 | ▲ +2,680 | 0.00% | 2026-06-30 |
| RITHOLTZ WEALTH MANAGEMENT | 7,532 | $292,919 | ▼ -3,079 | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 6,945 | $269,599 | ▲ +1,442 | 0.00% | 2026-06-30 |
| EXCHANGE TRADED CONCEPTS, LLC | 6,812 | $264,919 | New position | 0.00% | 2026-06-30 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 6,639 | $258,191 | Unchanged | 0.03% | 2026-06-30 |
| Legato Capital Management LLC | 6,574 | $255,663 | ▲ +1,377 | 0.02% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 6,550 | $254,730 | ▼ -6,611 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 6,107 | $237,354 | ▲ +45 | 0.00% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 6,087 | $236,723 | ▼ -5,284 | 0.00% | 2026-06-30 |
| D.A. DAVIDSON & CO. | 6,051 | $235,323 | ▲ +756 | 0.00% | 2026-06-30 |
| Sequent Planning LLC | 5,973 | $232,290 | ▼ -450 | 0.05% | 2026-06-30 |
| ROYAL BANK OF CANADA | 5,835 | $227,000 | ▲ +410 | 0.00% | 2026-06-30 |
| Invesco Ltd. | 5,639 | $219,301 | New position | 0.00% | 2026-06-30 |
| VANGUARD ASSET MANAGEMENT, Ltd | 5,619 | $218,523 | New position | 0.00% | 2026-06-30 |
| AlphaGrep UK Ltd | 5,595 | $217,590 | ▲ +1,991 | 0.06% | 2026-06-30 |
| Quantinno Capital Management LP | 5,481 | $213,156 | New position | 0.00% | 2026-06-30 |
| Inspire Advisors, LLC | 5,380 | $209,230 | ▲ +1,338 | 0.01% | 2026-06-30 |
| Truvestments Capital LLC | 5,347 | $207,945 | ▲ +1,333 | 0.03% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 5,221 | $203,023 | ▼ -8,152 | 0.00% | 2026-06-30 |
| INDEPENDENT FINANCIAL GROUP, LLC | 5,163 | $200,789 | ▼ -3,610 | 0.00% | 2026-06-30 |
| Triumph Capital Management | 4,924 | $191,494 | ▲ +1,219 | 0.03% | 2026-06-30 |
| MetLife Investment Management, LLC | 4,766 | $185,350 | Unchanged | 0.00% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,985 | $154,977 | ▼ -137 | 0.00% | 2026-06-30 |
| Spire Wealth Management | 2,946 | $114,579 | ▲ +700 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 2,535 | $98,586 | New position | 0.00% | 2026-06-30 |
| Vanguard Investments Australia, Ltd. | 2,462 | $95,747 | New position | 0.00% | 2026-06-30 |
| M&G PLC | 2,426 | $94,614 | ▲ +172 | 0.00% | 2026-06-30 |
| State of Wyoming | 2,265 | $88,086 | New position | 0.01% | 2026-06-30 |
| KLP KAPITALFORVALTNING AS | 1,900 | $73,891 | Unchanged | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 1,611 | $62,652 | New position | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 1,189 | $46,240 | ▲ +29 | 0.00% | 2026-06-30 |
| FEDERATED HERMES, INC. | 1,052 | $40,912 | ▼ -25,797 | 0.00% | 2026-06-30 |
| Indiana Trust & Investment Management Co | 1,000 | $38,890 | Unchanged | 0.01% | 2026-06-30 |
| MEEDER ASSET MANAGEMENT INC | 984 | $38,268 | ▼ -361 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 895 | $34,807 | ▲ +178 | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 850 | $33,057 | New position | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 695 | $27,029 | Unchanged | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 655 | $24,883 | ▲ +149 | 0.00% | 2026-06-30 |
| FMR LLC | 591 | $22,997 | ▼ -1,969 | 0.00% | 2026-06-30 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 585 | $22,751 | ▼ -1,900 | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 401 | $15,595 | ▲ +101 | 0.01% | 2026-06-30 |
| Founders Capital Management | 300 | $11,667 | New position | 0.01% | 2026-06-30 |
| Russell Investments Group, Ltd. | 279 | $10,850 | ▼ -571 | 0.00% | 2026-06-30 |
| SUMMIT SECURITIES GROUP LLC | 260 | $10,111 | New position | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 205 | $7,972 | Unchanged | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 194,930 | $7,581 | ▼ -21,465 | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 185 | $7,195 | New position | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 172 | $6,689 | ▼ -9 | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 150 | $5,834 | ▼ -55 | 0.00% | 2026-06-30 |
| Strive Financial Group ,LLC | 126 | $4,900 | ▼ -274 | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 95 | $3,656 | New position | 0.00% | 2026-06-30 |
| Bullock Wealth Management Group | 91 | $3,342 | New position | 0.00% | 2026-06-30 |
| Stone House Investment Management, LLC | 69 | $2,683 | ▲ +4 | 0.00% | 2026-06-30 |
| Geneos Wealth Management Inc. | 64 | $2,489 | Unchanged | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 55 | $2,020 | ▼ -60 | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 30 | $1,167 | ▲ +16 | 0.00% | 2026-06-30 |
| Ameritas Advisory Services, LLC | 27 | $1,050 | New position | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 24 | $933 | ▲ +7 | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 20 | $778 | Unchanged | 0.00% | 2026-06-30 |
| Hughes Financial Services, LLC | 18 | $700 | ▼ -756 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 16 | $623 | ▼ -6 | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 14 | $545 | New position | 0.00% | 2026-06-30 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 13,588 | $528 | ▼ -10,466 | 0.03% | 2026-06-30 |
| Parallel Advisors, LLC | 12 | $467 | ▲ +3 | 0.00% | 2026-06-30 |
| State of Alaska, Department of Revenue | 8,154 | $317 | ▲ +2,500 | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 8 | $311 | ▲ +7 | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7,105 | $277 | ▲ +1,178 | 0.00% | 2026-06-30 |
| Vestcor Inc | 6,741 | $262 | Unchanged | 0.01% | 2026-06-30 |
| HRT FINANCIAL LP | 6,700 | $260 | New position | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 5 | $194 | ▼ -47 | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 4 | $156 | Unchanged | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 2 | $78 | New position | 0.00% | 2026-06-30 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2 | $78 | Unchanged | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 1 | $39 | Unchanged | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 1 | $39 | New position | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 1 | $39 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 1 | $39 | ▼ -4,006 | 0.00% | 2026-06-30 |
| HARBOR CAPITAL ADVISORS, INC. | 89 | $3 | ▼ -12 | 0.00% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0 | $0 | Sold out | 2026-06-30 | |
| Situational Awareness LP | 0 | $0 | Sold out | 2026-06-30 | |
| DANSKE BANK A/S | 0 | $0 | Sold out | 2026-06-30 | |
| HUSSMAN STRATEGIC ADVISORS, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| CVFG LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SEI INVESTMENTS CO | 0 | $0 | Sold out | 2026-06-30 | |
| ANTIPODES PARTNERS Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| BURNEY CO/ | 0 | $0 | Sold out | 2026-06-30 | |
| Polymer Capital Management (HK) LTD | 0 | $0 | Sold out | 2026-06-30 | |
| Moran Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Clear Creek Financial Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| D. E. Shaw & Co., Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| CenterStar Asset Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ALGERT GLOBAL LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Squarepoint Ops LLC | 0 | $0 | Sold out | 2026-06-30 | |
| OAK RIDGE INVESTMENTS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| STEPHENS INC /AR/ | 0 | $0 | Sold out | 2026-06-30 | |
| Kassira Wealth Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Maxi Investments CY Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| GREAT VALLEY ADVISOR GROUP, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Formidable Asset Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bridgefront Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Cullen Capital Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MARTINGALE ASSET MANAGEMENT L P | 0 | $0 | Sold out | 2026-06-30 | |
| Swiss Life Asset Management Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Kestra Advisory Services, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| North Star Investment Management Corp. | 0 | $0 | Sold out | 2026-06-30 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0 | $0 | Sold out | 2026-06-30 | |
| Sigma Planning Corp | 0 | $0 | Sold out | 2026-06-30 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0 | $0 | Sold out | 2026-06-30 | |
| D'Orazio & Associates, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | Sold out | 2026-06-30 | |
| MINDSET WEALTH MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ADAPT WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWO SIGMA SECURITIES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Diametric Capital, LP | 0 | $0 | Sold out | 2026-06-30 | |
| ALLSTATE CORP | 0 | $0 | Sold out | 2026-06-30 | |
| FINANCIAL CONSULATE, INC | 0 | $0 | Sold out | 2026-06-30 | |
| Compagnie Lombard Odier SCmA | 0 | $0 | Sold out | 2026-06-30 | |
| NISA INVESTMENT ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Global Assets Advisory, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| KBC Group NV | 0 | $0 | Sold out | 2026-06-30 | |
| Financial Freedom, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | Sold out | 2026-06-30 | |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| AdvisorNet Financial, Inc | 0 | $0 | Sold out | 2026-06-30 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0 | $0 | Sold out | 2026-06-30 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| FIFTH THIRD BANCORP | 0 | $0 | Sold out | 2026-06-30 | |
| HHM Wealth Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| HARBOUR INVESTMENTS, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| SIGNATUREFD, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Federation des caisses Desjardins du Quebec | 0 | $0 | Sold out | 2026-06-30 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ARMSTRONG ADVISORY GROUP, INC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| CENTRAL TRUST Co | 0 | $0 | Sold out | 2026-06-30 |