← All institutions
Institutional Holdings
PSMTOwnership Summary
Institutions Holding
451
Total Shares Held
30,969,693
Total Value Held
$4,061,416,783
Quarter
2025-12-31
Active Positions
Increased Positions
45
947,849 shares
Decreased Positions
24
582,517 shares
Held Positions
15
45,138 shares
New Positions
350
29,394,189 shares
Sold Out Positions
17
35,896 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,849,093 | $472,168,284 | New position | 2025-12-31 | |
| FMR LLC | 1,428,003 | $175,173,149 | New position | 2025-12-31 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,755,414 | $342,902,571 | New position | 0.02% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 1,260,660 | $154,645,724 | New position | 2025-12-31 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,172,423 | $229,021,109 | New position | 0.00% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 1,337,927 | $164,123,872 | New position | 2025-12-31 | |
| STATE STREET CORP | 1,019,547 | $125,067,830 | New position | 2025-12-31 | |
| Black Creek Investment Management Inc. | 1,638,619 | $201,009,393 | New position | 2025-12-31 | |
| GEODE CAPITAL MANAGEMENT, LLC | 763,261 | $93,640,336 | New position | 2025-12-31 | |
| MORGAN STANLEY | 495,799 | $60,819,704 | New position | 2025-12-31 | |
| FIRST TRUST ADVISORS LP | 772,596 | $94,774,351 | New position | 2025-12-31 | |
| Pertento Partners LLP | 488,387 | $59,910,433 | New position | 2025-12-31 | |
| Copeland Capital Management, LLC | 653,408 | $80,153,687 | New position | 2025-12-31 | |
| Invesco Ltd. | 523,259 | $64,188,182 | New position | 2025-12-31 | |
| FRANKLIN RESOURCES INC | 10,538 | $1,292,696 | New position | 2025-12-31 | |
| River Road Asset Management, LLC | 391,455 | $76,466,820 | ▼ -209,723 | 0.85% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 405,692 | $49,766,238 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 321,824 | $39,478,151 | New position | 2025-12-31 | |
| Fisher Asset Management, LLC | 217,000 | $26,619,388 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 185,641 | $22,785,826 | New position | 2025-12-31 | |
| VICTORY CAPITAL MANAGEMENT INC | 574,263 | $70,444,842 | New position | 2025-12-31 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 272,127 | $53,157,288 | ▲ +219,136 | 0.16% | 2026-06-30 |
| Progeny 3, Inc. | 229,600 | $28,165,032 | New position | 2025-12-31 | |
| Grantham, Mayo, Van Otterloo & Co. LLC | 293,188 | $35,965,372 | New position | 2025-12-31 | |
| VOYA INVESTMENT MANAGEMENT LLC | 4,607 | $565,141 | New position | 2025-12-31 | |
| Boston Trust Walden Corp | 258,250 | $31,679,527 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 205,986 | $25,268,281 | New position | 2025-12-31 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 176,347 | $21,632,486 | New position | 2025-12-31 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 205,337 | $25,189,000 | New position | 2025-12-31 | |
| VANGUARD FIDUCIARY TRUST CO | 182,938 | $35,735,109 | New position | 0.01% | 2026-06-30 |
| LONDON CO OF VIRGINIA | 190,017 | $23,309,714 | New position | 2025-12-31 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 259,629 | $31,848,799 | New position | 2025-12-31 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 159,625 | $19,581,240 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 129,606 | $15,898,769 | ▲ +44,346 | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 173,477 | $21,280,471 | New position | 2025-12-31 | |
| E. Ohman J:or Asset Management AB | 156,929 | $30,654,511 | ▲ +24,939 | 0.71% | 2026-06-30 |
| ROYAL BANK OF CANADA | 223,305 | $27,392,000 | New position | 2025-12-31 | |
| UBS Group AG | 74,679 | $9,160,873 | New position | 2025-12-31 | |
| PRINCIPAL FINANCIAL GROUP INC | 139,453 | $17,106,700 | New position | 2025-12-31 | |
| Boston Partners | 247,568 | $31,130,907 | New position | 2025-12-31 | |
| Calamos Advisors LLC | 107,401 | $20,979,711 | ▲ +79,726 | 0.07% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 117,054 | $14,358,997 | New position | 2025-12-31 | |
| MARSHALL WACE, LLP | 82,096 | $10,070,717 | New position | 2025-12-31 | |
| Neuberger Berman Group LLC | 7,189 | $881,875 | New position | 2025-12-31 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 87,592 | $10,744,911 | New position | 2025-12-31 | |
| Vontobel Holding Ltd. | 100,403 | $12,316,436 | New position | 2025-12-31 | |
| Aptus Capital Advisors, LLC | 80,657 | $9,894,194 | New position | 2025-12-31 | |
| WELLINGTON MANAGEMENT GROUP LLP | 77,797 | $15,196,867 | New position | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 63,059 | $7,735,448 | New position | 2025-12-31 | |
| BURNEY CO/ | 62,133 | $12,137,061 | ▼ -1,203 | 0.33% | 2026-06-30 |
| PRUDENTIAL FINANCIAL INC | 23,530 | $2,886,425 | New position | 2025-12-31 | |
| Legal & General Group Plc | 67,776 | $8,314,080 | New position | 2025-12-31 | |
| STANSBERRY ASSET MANAGEMENT, LLC | 129,227 | $15,852,233 | New position | 2025-12-31 | |
| Nuveen, LLC | 52,535 | $6,444,468 | New position | 2025-12-31 | |
| Creative Planning | 27,952 | $3,428,880 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 57,074 | $7,001,204 | New position | 2025-12-31 | |
| SEI INVESTMENTS CO | 55,359 | $6,790,498 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 49,703 | $6,097,066 | New position | 2025-12-31 | |
| Vest Financial, LLC | 55,787 | $6,843,391 | New position | 2025-12-31 | |
| Swiss National Bank | 51,600 | $6,329,772 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 67,661 | $8,299,984 | New position | 2025-12-31 | |
| ALGERT GLOBAL LLC | 10,597 | $1,300 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,200 | $1,128,564 | New position | 2025-12-31 | |
| Aubrey Capital Management Ltd | 41,400 | $8,087,300 | ▲ +28,100 | 5.07% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 41,300 | $8,065,477 | New position | 0.01% | 2026-06-30 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 49,928 | $6,124,668 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 36,179 | $4,438,143 | New position | 2025-12-31 | |
| Informed Momentum Co LLC | 40,283 | $7,868,881 | New position | 0.70% | 2026-06-30 |
| Caption Management, LLC | 40,000 | $7,813,600 | Unchanged | 0.04% | 2026-06-30 |
| TRUIST FINANCIAL CORP | 35,813 | $4,393,181 | New position | 2025-12-31 | |
| Man Group plc | 32,250 | $3,956,107 | New position | 2025-12-31 | |
| Susquehanna Portfolio Strategies, LLC | 19,195 | $2,354,651 | New position | 2025-12-31 | |
| Empowered Funds, LLC | 35,456 | $6,925,975 | ▲ +1,135 | 0.04% | 2026-06-30 |
| Nitorum Capital, L.P. | 160,976 | $19,746,926 | New position | 2025-12-31 | |
| Calamos Wealth Management LLC | 31,491 | $6,151,452 | New position | 0.19% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 32,946 | $4,041,453 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 12,400 | $1,521,108 | New position | 2025-12-31 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 25,040 | $3,071,657 | New position | 2025-12-31 | |
| XTX Topco Ltd | 29,398 | $5,742,605 | ▲ +23,321 | 0.07% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 27,456 | $5,363,255 | ▲ +4,040 | 0.00% | 2026-06-30 |
| PEAK6 LLC | 26,283 | $5,134,121 | New position | 0.01% | 2026-06-30 |
| VANGUARD ASSET MANAGEMENT, Ltd | 25,578 | $4,996,407 | New position | 0.00% | 2026-06-30 |
| OAK RIDGE INVESTMENTS LLC | 24,481 | $4,782,119 | ▲ +604 | 0.27% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 23,100 | $2,833,677 | New position | 2025-12-31 | |
| MIRABELLA FINANCIAL SERVICES LLP | 31,383 | $3,849,753 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 29,049 | $3,563,441 | New position | 2025-12-31 | |
| Hodges Capital Management Inc. | 21,200 | $4,141,208 | New position | 0.27% | 2026-06-30 |
| FIFTH THIRD BANCORP | 482 | $59,127 | New position | 2025-12-31 | |
| Russell Investments Group, Ltd. | 24,205 | $2,969,284 | New position | 2025-12-31 | |
| MARTINGALE ASSET MANAGEMENT L P | 24,537 | $3,009,955 | New position | 2025-12-31 | |
| DDD Partners, LLC | 18,906 | $3,693,098 | ▲ +48 | 0.23% | 2026-06-30 |
| Hedeker Wealth, LLC | 18,869 | $3,685,870 | ▼ -496 | 0.70% | 2026-06-30 |
| CITIGROUP INC | 11,628 | $1,426,406 | New position | 2025-12-31 | |
| Linden Thomas Advisory Services, LLC | 18,718 | $3,656,374 | ▲ +2,046 | 0.29% | 2026-06-30 |
| Edgestream Partners, L.P. | 18,709 | $3,654,616 | ▼ -21,656 | 0.11% | 2026-06-30 |
| PANAGORA ASSET MANAGEMENT INC | 18,021 | $2,210,636 | New position | 2025-12-31 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 19,964 | $2,448,984 | New position | 2025-12-31 | |
| MetLife Investment Management, LLC | 14,381 | $1,764,117 | New position | 2025-12-31 | |
| Cerity Partners LLC | 14,051 | $1,723,668 | New position | 2025-12-31 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11,913 | $1,461,368 | New position | 2025-12-31 | |
| FEDERATED HERMES, INC. | 44 | $5,397 | New position | 2025-12-31 | |
| D. E. Shaw & Co., Inc. | 4,300 | $527,481 | New position | 2025-12-31 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12,934 | $2,526,528 | New position | 0.00% | 2026-06-30 |
| Illinois Municipal Retirement Fund | 13,205 | $1,619,857 | New position | 2025-12-31 | |
| Bahl & Gaynor LLC | 12,696 | $2,480,037 | New position | 0.01% | 2026-06-30 |
| JANE STREET GROUP, LLC | 2,219 | $272,204 | New position | 2025-12-31 | |
| Cumberland Partners Ltd | 12,310 | $2,404,635 | New position | 0.16% | 2026-06-30 |
| Jupiter Topco LLC | 12,197 | $2,384,270 | New position | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 7,264 | $891,119 | New position | 2025-12-31 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,886 | $1,458,056 | New position | 2025-12-31 | |
| Baird Financial Group, Inc. | 11,895 | $1,459,160 | New position | 2025-12-31 | |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 13,364 | $1,639,363 | New position | 2025-12-31 | |
| PITTENGER & ANDERSON INC | 11,775 | $2,300,129 | New position | 0.08% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 11,730 | $2,291,338 | New position | 0.00% | 2026-06-30 |
| Louisiana State Employees Retirement System | 11,100 | $2,168,274 | ▼ -100 | 0.03% | 2026-06-30 |
| OPPENHEIMER & CO INC | 12,172 | $1,493,139 | New position | 2025-12-31 | |
| BARCLAYS PLC | 40,048 | $4,912,688 | New position | 2025-12-31 | |
| State of New Jersey Common Pension Fund D | 18,587 | $2,280,067 | New position | 2025-12-31 | |
| Kendall Capital Management | 10,535 | $2,057,907 | ▼ -755 | 0.34% | 2026-06-30 |
| LPL Financial LLC | 6,392 | $784,087 | New position | 2025-12-31 | |
| STATE OF WISCONSIN INVESTMENT BOARD | 7,923 | $971,914 | New position | 2025-12-31 | |
| Graham Capital Management, L.P. | 9,227 | $1,802,402 | New position | 0.03% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 11,839 | $1,452,297 | New position | 2025-12-31 | |
| STRS OHIO | 6,700 | $821,889 | New position | 2025-12-31 | |
| TECTONIC ADVISORS LLC | 8,059 | $1,574,245 | New position | 0.08% | 2026-06-30 |
| State of Tennessee, Department of Treasury | 5,724 | $814,011 | New position | 2025-12-31 | |
| Police & Firemen's Retirement System of New Jersey | 6,806 | $834,892 | New position | 2025-12-31 | |
| ALPS ADVISORS INC | 7,836 | $961,242 | New position | 2025-12-31 | |
| Alan B Lancz & Associates, Inc. | 10,060 | $1,234,061 | New position | 2025-12-31 | |
| JAMES INVESTMENT RESEARCH, INC. | 7,546 | $925,668 | New position | 2025-12-31 | |
| Koa Wealth Management, LLC | 7,630 | $936,015 | New position | 2025-12-31 | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,350 | $656,285 | New position | 2025-12-31 | |
| Arizona State Retirement System | 7,282 | $893,283 | New position | 2025-12-31 | |
| Ethic Inc. | 2,725 | $334,316 | New position | 2025-12-31 | |
| Oliver Luxxe Assets LLC | 6,893 | $1,346,479 | ▼ -5,941 | 0.20% | 2026-06-30 |
| Round Rock Advisors LLC | 6,848 | $840,044 | New position | 2025-12-31 | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 6,770 | $1,322,452 | ▲ +33 | 0.01% | 2026-06-30 |
| Cetera Investment Advisers | 6,877 | $843,616 | New position | 2025-12-31 | |
| Vanguard Investments Australia, Ltd. | 6,581 | $1,285,533 | New position | 0.00% | 2026-06-30 |
| KLP KAPITALFORVALTNING AS | 5,600 | $686,952 | New position | 2025-12-31 | |
| Polymer Capital Management (US) LLC | 6,391 | $1,248,418 | New position | 0.17% | 2026-06-30 |
| EXCHANGE TRADED CONCEPTS, LLC | 6,251 | $1,221,070 | ▲ +33 | 0.01% | 2026-06-30 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6,265 | $768,528 | New position | 2025-12-31 | |
| Pathstone Holdings, LLC | 5,940 | $1,160,321 | ▲ +219 | 0.00% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 5,724 | $702,163 | New position | 2025-12-31 | |
| Trexquant Investment LP | 5,807 | $1,134,339 | ▼ -14,932 | 0.01% | 2026-06-30 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5,812 | $712,958 | New position | 2025-12-31 | |
| Advisory Services Network, LLC | 2,968 | $364,113 | New position | 2025-12-31 | |
| TD ASSET MANAGEMENT INC | 5,740 | $704,126 | New position | 2025-12-31 | |
| FRED ALGER MANAGEMENT, LLC | 8,531 | $1,046,498 | New position | 2025-12-31 | |
| BNP PARIBAS FINANCIAL MARKETS | 45,292 | $5,555,970 | New position | 2025-12-31 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,388 | $660,946 | New position | 2025-12-31 | |
| INTECH INVESTMENT MANAGEMENT LLC | 14,588 | $1,789,510 | New position | 2025-12-31 | |
| Engineers Gate Manager LP | 5,329 | $1,040,967 | ▲ +3,524 | 0.01% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 4,089 | $501,598 | New position | 2025-12-31 | |
| QUADRANT CAPITAL GROUP LLC | 4,782 | $586,608 | New position | 2025-12-31 | |
| BOOTHBAY FUND MANAGEMENT, LLC | 4,626 | $903,643 | ▲ +1,923 | 0.01% | 2026-06-30 |
| Directional Asset Management | 2,477 | $303,798 | New position | 2025-12-31 | |
| QRG CAPITAL MANAGEMENT, INC. | 3,548 | $435,265 | New position | 2025-12-31 | |
| DIVERSIFIED TRUST CO | 4,384 | $856,370 | ▲ +244 | 0.01% | 2026-06-30 |
| PFG Investments, LLC | 9,026 | $1,107,144 | New position | 2025-12-31 | |
| Pictet Asset Management Holding SA | 4,239 | $519,998 | New position | 2025-12-31 | |
| US BANCORP DE U.S. BANCORP | 4,201 | $820,623 | ▲ +23 | 0.00% | 2026-06-30 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,020 | $616,461 | New position | 2025-12-31 | |
| CIBC Bancorp USA Inc. | 4,037 | $788,587 | ▲ +1,274 | 0.00% | 2026-06-30 |
| TWO SIGMA SECURITIES, LLC | 4,007 | $782,727 | New position | 0.07% | 2026-06-30 |
| Corient Private Wealth LP | 4,005 | $782,339 | ▲ +1,394 | 0.00% | 2026-06-30 |
| GUGGENHEIM CAPITAL LLC | 6,850 | $840,290 | New position | 2025-12-31 | |
| ProShare Advisors LLC | 4,985 | $611,510 | New position | 2025-12-31 | |
| Vident Advisory, LLC | 2,600 | $318,942 | New position | 2025-12-31 | |
| Maryland State Retirement & Pension System | 3,699 | $453,756 | New position | 2025-12-31 | |
| Tidal Investments LLC | 7,170 | $879,544 | New position | 2025-12-31 | |
| Abel Hall, LLC | 2,567 | $314,894 | New position | 2025-12-31 | |
| Daiwa Securities Group Inc. | 5,004 | $614 | New position | 2025-12-31 | |
| Portside Wealth Group, LLC | 3,282 | $641,106 | ▲ +1,729 | 0.07% | 2026-06-30 |
| Bridgewater Associates, LP | 6,499 | $797,232 | New position | 2025-12-31 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,154 | $619,206 | ▲ +165 | 0.00% | 2026-06-30 |
| Savant Capital, LLC | 1,805 | $221,427 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 4,039 | $495,465 | New position | 2025-12-31 | |
| Snowden Capital Advisors LLC | 4,750 | $582,683 | New position | 2025-12-31 | |
| SIMPLEX TRADING, LLC | 2,958 | $577,815 | ▲ +2,158 | 0.00% | 2026-06-30 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 2,957 | $577,620 | ▲ +972 | 0.00% | 2026-06-30 |
| Ensign Peak Advisors, Inc | 2,952 | $362,122 | New position | 2025-12-31 | |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,892 | $354,762 | New position | 2025-12-31 | |
| Focus Partners Wealth | 2,812 | $345,045 | New position | 2025-12-31 | |
| Gotham Asset Management, LLC | 5,008 | $614,331 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 2,447 | $252,335 | New position | 2025-12-31 | |
| TWO SIGMA INVESTMENTS, LP | 2,800 | $546,952 | ▲ +200 | 0.00% | 2026-06-30 |
| PERSONAL CFO SOLUTIONS, LLC | 2,763 | $539,655 | ▲ +15 | 0.08% | 2026-06-30 |
| XPONANCE LLC | 2,026 | $248,529 | New position | 2025-12-31 | |
| Legacy Wealth Asset Management, LLC | 2,594 | $506,712 | New position | 0.11% | 2026-06-30 |
| RBF Capital, LLC | 5,000 | $613,350 | New position | 2025-12-31 | |
| CHOREO, LLC | 2,433 | $475,255 | ▲ +5 | 0.01% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 2,279 | $279,524 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 2,146 | $263,250 | New position | 2025-12-31 | |
| KEYBANK NATIONAL ASSOCIATION/OH | 3,835 | $470,439 | New position | 2025-12-31 | |
| Morse Asset Management, Inc | 2,226 | $434,827 | New position | 0.07% | 2026-06-30 |
| &PARTNERS | 2,999 | $367,926 | New position | 2025-12-31 | |
| Mariner, LLC | 3,668 | $450,312 | New position | 2025-12-31 | |
| WINTON GROUP Ltd | 2,100 | $410,214 | New position | 0.01% | 2026-06-30 |
| HANCOCK WHITNEY CORP | 4,068 | $499,018 | New position | 2025-12-31 | |
| Triad Wealth Partners, LLC | 1,983 | $390,815 | ▼ -3,842 | 0.02% | 2026-06-30 |
| VIRTUS ADVISERS, LLC | 1,990 | $388,727 | New position | 0.15% | 2026-06-30 |
| Clearstead Advisors, LLC | 2,482 | $304,439 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 1,693 | $207,680 | New position | 2025-12-31 | |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,956 | $239,943 | New position | 2025-12-31 | |
| GREAT LAKES ADVISORS, LLC | 2,281 | $279,811 | New position | 2025-12-31 | |
| Rafferty Asset Management, LLC | 2,900 | $355,743 | New position | 2025-12-31 | |
| Nykredit A/S | 1,865 | $364,309 | New position | 0.00% | 2026-06-30 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1,855 | $362,404 | ▼ -24 | 0.01% | 2026-06-30 |
| CHICAGO TRUST Co NA | 2,168 | $265,948 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 6,372 | $781,653 | New position | 2025-12-31 | |
| Walleye Capital LLC | 1,720 | $335,985 | ▲ +20 | 0.00% | 2026-06-30 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1,700 | $332,078 | New position | 0.00% | 2026-06-30 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,676 | $205,596 | New position | 2025-12-31 | |
| Sequoia Financial Advisors, LLC | 2,392 | $293,427 | New position | 2025-12-31 | |
| GAMMA Investing LLC | 1,651 | $322,506 | ▲ +349 | 0.01% | 2026-06-30 |
| Swiss Life Asset Management Ltd | 2,633 | $322,990 | New position | 2025-12-31 | |
| Ironwood Financial, llc | 1,664 | $318,040 | Unchanged | 0.05% | 2026-06-30 |
| SAWGRASS ASSET MANAGEMENT LLC | 1,603 | $313,130 | ▲ +34 | 0.04% | 2026-06-30 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,657 | $203,219 | New position | 2025-12-31 | |
| Storgate, LLC | 1,563 | $305,316 | New position | 0.06% | 2026-06-30 |
| Atria Investments, Inc | 2,197 | $269,545 | New position | 2025-12-31 | |
| Callan Family Office, LLC | 1,778 | $218,107 | New position | 2025-12-31 | |
| REGIONS FINANCIAL CORP | 1,840 | $225,712 | New position | 2025-12-31 | |
| M&T BANK CORP | 220,789 | $17,918,945 | New position | 2025-12-31 | |
| Jefferies Financial Group Inc. | 2,007 | $246,199 | New position | 2025-12-31 | |
| PROFUND ADVISORS LLC | 1,443 | $281,876 | New position | 0.01% | 2026-06-30 |
| Venture Visionary Partners LLC | 1,433 | $279,952 | Unchanged | 0.01% | 2026-06-30 |
| DNB Asset Management AS | 1,427 | $278,750 | ▼ -301 | 0.00% | 2026-06-30 |
| Hennion & Walsh Asset Management, Inc. | 1,363 | $266,248 | ▼ -1,090 | 0.01% | 2026-06-30 |
| Advisors Asset Management, Inc. | 1,638 | $200,933 | New position | 2025-12-31 | |
| BANQUE PICTET & CIE SA | 1,252 | $244,566 | ▼ -379 | 0.00% | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | 1,234 | $241,099 | New position | 0.00% | 2026-06-30 |
| Enhancing Capital LLC | 1,231 | $240,464 | New position | 0.17% | 2026-06-30 |
| Bayforest Capital Ltd | 1,221 | $238,510 | ▼ -624 | 0.22% | 2026-06-30 |
| Ellevest, Inc. | 1,171 | $228,743 | New position | 0.03% | 2026-06-30 |
| LVW Advisors, LLC | 1,166 | $227,767 | New position | 0.02% | 2026-06-30 |
| HB Wealth Management, LLC | 1,164 | $227,376 | New position | 0.00% | 2026-06-30 |
| HUB Investment Partners, LLC | 1,153 | $225,227 | New position | 0.00% | 2026-06-30 |
| Fifth Third Wealth Advisors LLC | 1,106 | $216,046 | New position | 0.01% | 2026-06-30 |
| Global Retirement Partners, LLC | 1,088 | $133,465 | New position | 2025-12-31 | |
| Atlantic Union Bankshares Corp | 1,084 | $132,974 | New position | 2025-12-31 | |
| CERTUITY, LLC | 3,090 | $379,083 | New position | 2025-12-31 | |
| Vise Technologies, Inc. | 1,052 | $205,569 | New position | 0.00% | 2026-06-30 |
| Concurrent Investment Advisors, LLC | 1,029 | $201,004 | New position | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 1,004 | $123,123 | New position | 2025-12-31 | |
| CENTRAL TRUST Co | 260 | $31,895 | New position | 2025-12-31 | |
| Arax Advisory Partners | 454 | $55,700 | New position | 2025-12-31 | |
| Horizon Investments, LLC | 4,917 | $603,168 | New position | 2025-12-31 | |
| 1620 INVESTMENT ADVISORS, INC. | 781 | $95,805 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 1,381 | $169,835 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 670 | $82,189 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 575 | $70,535 | New position | 2025-12-31 | |
| Parallel Advisors, LLC | 590 | $72,375 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 523 | $64,152 | New position | 2025-12-31 | |
| Integrated Wealth Concepts LLC | 588 | $114,876 | New position | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 541 | $105,679 | ▼ -31 | 0.00% | 2026-06-30 |
| Coppell Advisory Solutions LLC | 27,845 | $3,424,378 | New position | 2025-12-31 | |
| SIGNATUREFD, LLC | 515 | $100,603 | ▲ +163 | 0.00% | 2026-06-30 |
| State of Wyoming | 473 | $92,396 | ▼ -689 | 0.01% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 222,741 | $27,324 | New position | 2025-12-31 | |
| Graticule Asia Macro Advisors LLC | 429 | $83,801 | New position | 0.01% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 402 | $78,527 | ▼ -29 | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36,449 | $6,362,047 | New position | 2025-12-31 | |
| BNP Paribas Asset Management Holding S.A. | 314 | $39 | New position | 2025-12-31 | |
| Blue Trust, Inc. | 333 | $65,048 | ▼ -31 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 97 | $11,899 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 342 | $41,953 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 531 | $65,138 | New position | 2025-12-31 | |
| Versant Capital Management, Inc | 277 | $54,109 | ▲ +42 | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 266 | $51,960 | ▲ +16 | 0.00% | 2026-06-30 |
| Salomon & Ludwin, LLC | 164 | $20,854 | New position | 2025-12-31 | |
| FIRST HORIZON CORP | 248 | $30,422 | New position | 2025-12-31 | |
| UMB Bank, n.a. | 227 | $27,846 | New position | 2025-12-31 | |
| NOMURA ASSET MANAGEMENT CO LTD | 230 | $28,214 | New position | 2025-12-31 | |
| Optiver Holding B.V. | 18 | $2,208 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 216 | $26,497 | New position | 2025-12-31 | |
| Bell Investment Advisors, Inc | 207 | $40,436 | ▼ -3 | 0.01% | 2026-06-30 |
| Farther Finance Advisors, LLC | 206 | $40,246 | ▲ +15 | 0.00% | 2026-06-30 |
| Eurizon Capital SGR S.p.A. | 128 | $15,723 | New position | 2025-12-31 | |
| Cornerstone Planning Group LLC | 198 | $28,116 | New position | 2025-12-31 | |
| Kemnay Advisory Services Inc. | 56 | $6,870 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 145 | $17,823 | New position | 2025-12-31 | |
| Bare Financial Services, Inc | 93 | $11,408 | New position | 2025-12-31 | |
| T. Rowe Price Investment Management, Inc. | 176,141 | $21,609 | New position | 2025-12-31 | |
| MATHER GROUP, LLC. | 165 | $32,231 | Unchanged | 0.00% | 2026-06-30 |
| BESSEMER GROUP INC | 4,661 | $571 | New position | 2025-12-31 | |
| Retirement Wealth Solutions LLC | 135 | $26,371 | Unchanged | 0.01% | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 415 | $51,008 | New position | 2025-12-31 | |
| Allworth Financial LP | 51 | $6,257 | New position | 2025-12-31 | |
| Pinnacle Holdings, LLC | 100 | $12,267 | New position | 2025-12-31 | |
| Sterling Capital Management LLC | 167 | $20,486 | New position | 2025-12-31 | |
| Transamerica Financial Advisors, LLC | 92 | $18,023 | ▲ +74 | 0.00% | 2026-06-30 |
| BROWN BROTHERS HARRIMAN & CO | 32 | $3,925 | New position | 2025-12-31 | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 80 | $9,866 | New position | 2025-12-31 | |
| WPG Advisers, LLC | 75 | $9,200 | New position | 2025-12-31 | |
| ASSETMARK, INC | 68 | $13,283 | Unchanged | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 45 | $5,520 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3,767 | $462 | New position | 2025-12-31 | |
| Valued Wealth Advisors LLC | 58 | $11,330 | New position | 0.00% | 2026-06-30 |
| Migdal Insurance & Financial Holdings Ltd. | 56 | $10,939 | New position | 0.00% | 2026-06-30 |
| LORD, ABBETT & CO. LLC | 56,450 | $6,925 | New position | 2025-12-31 | |
| CVA Family Office, LLC | 50 | $9,767 | ▲ +8 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 42 | $5,152 | New position | 2025-12-31 | |
| High Note Wealth, LLC | 47 | $5,765 | New position | 2025-12-31 | |
| Keating Financial Advisory Services, Inc. | 16 | $1,963 | New position | 2025-12-31 | |
| JFS WEALTH ADVISORS, LLC | 41 | $8,009 | ▲ +5 | 0.00% | 2026-06-30 |
| Synergy Investment Management, LLC | 41 | $7,895 | New position | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 45 | $5,520 | Unchanged | 2025-12-31 | |
| South Dakota Investment Council | 37,708 | $4,626 | New position | 2025-12-31 | |
| TD PRIVATE CLIENT WEALTH LLC | 32 | $3,925 | New position | 2025-12-31 | |
| SJS Investment Consulting Inc. | 35 | $6,837 | ▲ +29 | 0.00% | 2026-06-30 |
| AMERIFLEX GROUP, INC. | 34 | $6,642 | New position | 0.00% | 2026-06-30 |
| MCGUIRE CAPITAL ADVISORS INC | 34 | $4,171 | New position | 2025-12-31 | |
| IMA Advisory Services, Inc. | 21 | $2,576 | New position | 2025-12-31 | |
| Fortitude Family Office, LLC | 28 | $5,470 | ▲ +2 | 0.00% | 2026-06-30 |
| HARBOR CAPITAL ADVISORS, INC. | 27,431 | $5,358 | ▼ -167 | 0.37% | 2026-06-30 |
| Buck Wealth Strategies, LLC | 22 | $4,297 | New position | 0.00% | 2026-06-30 |
| CANADA LIFE ASSURANCE Co | 22,999 | $2,814 | New position | 2025-12-31 | |
| Essential Partners LLC | 20 | $3,907 | Unchanged | 0.00% | 2026-06-30 |
| MANNING & NAPIER ADVISORS LLC | 18 | $3,524 | New position | 0.00% | 2026-06-30 |
| RAFFA WEALTH MANAGEMENT, LLC | 18 | $3,516 | ▲ +7 | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 19 | $3,516 | New position | 0.00% | 2026-06-30 |
| Janney Montgomery Scott LLC | 17,580 | $2,157 | New position | 2025-12-31 | |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 11 | $1,349 | New position | 2025-12-31 | |
| WOLFF WIESE MAGANA LLC | 17 | $3,321 | Unchanged | 0.00% | 2026-06-30 |
| THRIVENT FINANCIAL FOR LUTHERANS | 17,390 | $2,133 | New position | 2025-12-31 | |
| FARMERS & MERCHANTS INVESTMENTS INC | 15 | $1,840 | New position | 2025-12-31 | |
| NATIONAL BANK OF CANADA /FI/ | 46 | $5,615 | New position | 2025-12-31 | |
| Marquette Asset Management, LLC | 14 | $2,735 | Unchanged | 0.00% | 2026-06-30 |
| WealthCollab, LLC | 13 | $1,595 | New position | 2025-12-31 | |
| Fortis Group Advisors, LLC | 12 | $1,472 | New position | 2025-12-31 | |
| NATIXIS ADVISORS, LLC | 11,279 | $1,384 | New position | 2025-12-31 | |
| Lummis Asset Management, LP | 11 | $1,349 | New position | 2025-12-31 | |
| SG Americas Securities, LLC | 10,766 | $2,103 | ▲ +3,392 | 0.00% | 2026-06-30 |
| Creative Capital Management Investments LLC | 10 | $1,953 | New position | 0.00% | 2026-06-30 |
| State of Alaska, Department of Revenue | 9,551 | $1,865 | ▼ -4,126 | 0.02% | 2026-06-30 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10,216 | $1,253 | New position | 2025-12-31 | |
| Rialto Wealth Management, LLC | 9 | $1,759 | ▲ +4 | 0.00% | 2026-06-30 |
| DecisionPoint Financial, LLC | 8 | $982 | New position | 2025-12-31 | |
| Handelsbanken Fonder AB | 8,058 | $988 | New position | 2025-12-31 | |
| HFM Investment Advisors, LLC | 3 | $369 | New position | 2025-12-31 | |
| FOSTER & MOTLEY INC | 7,550 | $1,475 | ▼ -3,144 | 0.07% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 7 | $1,368 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 7 | $1,367 | New position | 0.00% | 2026-06-30 |
| AMALGAMATED BANK | 7,334 | $900 | New position | 2025-12-31 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 6,316 | $774 | New position | 2025-12-31 | |
| DiNuzzo Private Wealth, Inc. | 6 | $1,173 | Unchanged | 0.00% | 2026-06-30 |
| Bay Harbor Wealth Management, LLC | 2 | $245 | New position | 2025-12-31 | |
| CHASE INVESTMENT COUNSEL CORP | 5,526 | $1,079 | New position | 0.23% | 2026-06-30 |
| Manchester Capital Management LLC | 5 | $614 | New position | 2025-12-31 | |
| Plante Moran Financial Advisors, LLC | 75 | $9,200 | New position | 2025-12-31 | |
| Prestige Wealth Management Group LLC | 5 | $977 | ▲ +3 | 0.00% | 2026-06-30 |
| Atlantic Private Wealth, LLC | 5 | $613 | New position | 2025-12-31 | |
| Bruce G. Allen Investments, LLC | 8 | $981 | New position | 2025-12-31 | |
| Hughes Financial Services, LLC | 5 | $977 | ▲ +3 | 0.00% | 2026-06-30 |
| Cornerstone Financial Management LLC | 10 | $1,227 | New position | 2025-12-31 | |
| Silver Grove Financial Group, Inc. | 5 | $977 | New position | 0.00% | 2026-06-30 |
| Trust Co | 4 | $785 | Unchanged | 0.00% | 2026-06-30 |
| Breakwater Investment Management | 4 | $782 | New position | 0.00% | 2026-06-30 |
| GILPIN WEALTH MANAGEMENT, LLC | 2 | $246 | New position | 2025-12-31 | |
| Ankerstar Wealth, LLC | 4 | $491 | New position | 2025-12-31 | |
| LRI Investments, LLC | 3 | $586 | New position | 0.00% | 2026-06-30 |
| C WorldWide Group Holding A/S | 2,794 | $546 | ▲ +920 | 0.01% | 2026-06-30 |
| SHP Wealth Management | 2 | $391 | New position | 0.00% | 2026-06-30 |
| PRAXIS INVESTMENT MANAGEMENT INC | 1,550 | $303 | Unchanged | 0.02% | 2026-06-30 |
| PARK AVENUE SECURITIES LLC | 1,426 | $279 | ▼ -23 | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 1 | $196 | ▼ -7 | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 1 | $123 | New position | 2025-12-31 | |
| Davis Capital Management | 1 | $195 | New position | 0.00% | 2026-06-30 |
| KBC Group NV | 1,842 | $226 | New position | 2025-12-31 | |
| HANTZ FINANCIAL SERVICES, INC. | 745 | $91 | New position | 2025-12-31 | |
| Smithfield Trust Co | 764 | $94 | New position | 2025-12-31 | |
| Centerpoint Advisors, LLC | 178 | $22 | New position | 2025-12-31 | |
| Covestor Ltd | 194 | $23 | New position | 2025-12-31 | |
| Capital Advisors, Ltd. LLC | 10 | $2 | Unchanged | 0.00% | 2026-06-30 |
| CX Institutional | 12 | $1 | New position | 2025-12-31 | |
| Avion Wealth | 3 | $0 | New position | 0.00% | 2026-06-30 |
| Evolution Advisers, Inc. | 3 | $0 | New position | 0.00% | 2026-06-30 |
| Navigoe, LLC | 3 | $0 | New position | 0.00% | 2026-06-30 |
| MANAGED ASSET PORTFOLIOS, LLC | 149,877 | $18,385,411 | New position | 2025-12-31 | |
| HENNESSY ADVISORS INC | 85,500 | $10,488,285 | New position | 2025-12-31 | |
| Qube Research & Technologies Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Bleakley Financial Group, LLC | 21,849 | $2,680,220 | New position | 2025-12-31 | |
| PICTON MAHONEY ASSET MANAGEMENT | 13 | $1,595 | New position | 2025-12-31 | |
| ROYCE & ASSOCIATES LP | 13,148 | $1,612,865 | New position | 2025-12-31 | |
| Catalyst Capital Advisors LLC | 12,339 | $1,513,625 | New position | 2025-12-31 | |
| Y-Intercept (Hong Kong) Ltd | 5,401 | $662,541 | New position | 2025-12-31 | |
| NATIXIS | 841 | $103,165 | New position | 2025-12-31 | |
| Squarepoint Ops LLC | 6,511 | $798,704 | New position | 2025-12-31 | |
| Cambridge Investment Research Advisors, Inc. | 6,181 | $758 | New position | 2025-12-31 | |
| DODGE & COX | 6,156 | $755,157 | New position | 2025-12-31 | |
| FOX RUN MANAGEMENT, L.L.C. | 2,625 | $322,009 | New position | 2025-12-31 | |
| Freestone Grove Partners LP | 0 | $0 | Sold out | 2026-06-30 | |
| Regal Investment Advisors LLC | 3,108 | $381,259 | New position | 2025-12-31 | |
| Cynosure Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Quadrature Capital Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| ANCHYRA PARTNERS LLC | 2,300 | $282,141 | New position | 2025-12-31 | |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Crossmark Global Holdings, Inc. | 1,639 | $201,056 | New position | 2025-12-31 | |
| Ausdal Financial Partners, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| EMC Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Wellington Grp LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 131 | $16,070 | New position | 2025-12-31 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bank of New Hampshire | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Whipplewood Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $1,105 | New position | 2025-12-31 | |
| Basecamp Wealth Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Vermillion Wealth Management, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| CURIO WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| VANGUARD GROUP INC | 3,205,640 | $393,235,859 | New position | 2025-12-31 | |
| RHUMBLINE ADVISERS | 71,188 | $8,732,608 | New position | 2025-12-31 | |
| Lombard Odier Asset Management (Europe) Ltd | 60,785 | $7,456,496 | New position | 2025-12-31 | |
| COMERICA BANK | 33,224 | $4,075,586 | New position | 2025-12-31 | |
| Kingsview Wealth Management, LLC | 27,940 | $3,427,400 | New position | 2025-12-31 | |
| Cinctive Capital Management LP | 25,047 | $3,072,515 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 20,958 | $2,570,918 | New position | 2025-12-31 | |
| JANUS HENDERSON GROUP PLC | 12,197 | $1,494,437 | New position | 2025-12-31 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,815 | $1,081,336 | New position | 2025-12-31 | |
| Dynamic Technology Lab Private Ltd | 7,918 | $971,000 | New position | 2025-12-31 | |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6,507 | $798,214 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 5,308 | $651,183 | New position | 2025-12-31 | |
| AlphaQuest LLC | 5,001 | $613,473 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 4,968 | $609,425 | New position | 2025-12-31 | |
| Empirical Finance, LLC | 3,819 | $468,477 | New position | 2025-12-31 | |
| Magnetar Financial LLC | 2,257 | $276,867 | New position | 2025-12-31 | |
| Corient Private Wealth LLC | 2,045 | $249,180 | New position | 2025-12-31 | |
| Brevan Howard Capital Management LP | 1,825 | $223,873 | New position | 2025-12-31 | |
| DRW Securities, LLC | 1,815 | $222,646 | New position | 2025-12-31 | |
| CIBC WORLD MARKETS CORP | 1,699 | $208,416 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 1,460 | $179,098 | New position | 2025-12-31 | |
| Parkside Financial Bank & Trust | 1,109 | $136,043 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 778 | $95,482 | New position | 2025-12-31 | |
| SageView Advisory Group, LLC | 360 | $44,061 | New position | 2025-12-31 | |
| CBIZ Investment Advisory Services, LLC | 294 | $36,118 | New position | 2025-12-31 | |
| DANSKE BANK A/S | 200 | $24,534 | New position | 2025-12-31 | |
| McIlrath & Eck, LLC | 191 | $23,430 | New position | 2025-12-31 | |
| Quarry LP | 91 | $11,163 | New position | 2025-12-31 | |
| Acumen Wealth Advisors, LLC | 20 | $2,454 | New position | 2025-12-31 | |
| Aster Capital Management (DIFC) Ltd | 17 | $2,085 | New position | 2025-12-31 | |
| Sunbelt Securities, Inc. | 13 | $1,595 | New position | 2025-12-31 | |
| TUCKER ASSET MANAGEMENT LLC | 11 | $1,349 | New position | 2025-12-31 | |
| Arete Wealth Advisors, LLC | 5,479 | $672 | New position | 2025-12-31 | |
| CWM, LLC | 4,340 | $532 | New position | 2025-12-31 | |
| DekaBank Deutsche Girozentrale | 4,280 | $379 | New position | 2025-12-31 | |
| Dunhill Financial, LLC | 1 | $65 | New position | 2025-12-31 |