← All institutions
Institutional Holdings
PSOOwnership Summary
Institutions Holding
212
Total Shares Held
26,840,127
Total Value Held
$412,493,464
Quarter
2026-06-30
Active Positions
Increased Positions
98
20,668,616 shares
Decreased Positions
34
2,885,079 shares
Held Positions
34
1,982,134 shares
New Positions
31
1,304,298 shares
Sold Out Positions
15
429,588 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4,832,707 | $76,791,732 | ▲ +833,894 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 2,831,013 | $44,984,798 | ▲ +147,778 | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 2,516,608 | $39,988,895 | ▲ +104,461 | 0.00% | 2026-06-30 |
| LMR Partners LLP | 1,373,260 | $21,821,101 | Unchanged | 0.08% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 1,012,867 | $16,094,444 | ▲ +2,720 | 0.00% | 2026-06-30 |
| Invesco Ltd. | 834,389 | $13,258,441 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 816,368 | $12,972,088 | ▲ +21,908 | 0.00% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 675,775 | $10,738,065 | ▲ +333,458 | 0.02% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 663,777 | $10,547,417 | ▲ +136,513 | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 644,378 | $10,239,175 | ▲ +131,524 | 0.01% | 2026-06-30 |
| JANE STREET GROUP, LLC | 587,977 | $9,342,954 | ▲ +103,663 | 0.00% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 513,204 | $8,154,812 | ▼ -1,132,257 | 0.00% | 2026-06-30 |
| FMR LLC | 490,355 | $7,791,750 | ▲ +56,170 | 0.00% | 2026-06-30 |
| Point72 Asset Management, L.P. | 467,571 | $7,429,703 | ▲ +158,437 | 0.01% | 2026-06-30 |
| 13D Management LLC | 458,338 | $7,282,991 | Unchanged | 10.21% | 2026-06-30 |
| RENAISSANCE GROUP LLC | 454,127 | $7,216,081 | ▲ +84,385 | 0.29% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 542,055 | $7,117,182 | ▼ -2,093 | 0.00% | 2026-06-30 |
| Creative Planning | 384,989 | $6,117,473 | ▲ +119,339 | 0.00% | 2026-06-30 |
| Optiver Holding B.V. | 308,966 | $4,909,470 | ▼ -305,960 | 0.00% | 2026-06-30 |
| UBS Group AG | 295,130 | $4,689,616 | ▲ +215,661 | 0.00% | 2026-06-30 |
| ABC ARBITRAGE SA | 281,169 | $4,467,775 | ▲ +56,169 | 0.48% | 2026-06-30 |
| Schonfeld Strategic Advisors LLC | 226,746 | $3,602,992 | ▲ +86,535 | 0.01% | 2026-06-30 |
| QRG CAPITAL MANAGEMENT, INC. | 224,809 | $3,572,213 | ▲ +47,023 | 0.03% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 219,863 | $3,493,623 | ▲ +66,435 | 0.09% | 2026-06-30 |
| D. E. Shaw & Co., Inc. | 214,774 | $3,412,759 | ▼ -614,157 | 0.00% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 197,219 | $3,133,810 | ▲ +22,336 | 0.00% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 168,254 | $2,673,556 | ▼ -4,901 | 0.00% | 2026-06-30 |
| Pathstone Holdings, LLC | 158,721 | $2,522,071 | ▲ +30,085 | 0.01% | 2026-06-30 |
| Mariner, LLC | 158,202 | $2,513,788 | ▲ +15,870 | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 151,566 | $2,408,382 | ▲ +32,224 | 0.00% | 2026-06-30 |
| Campbell & CO Investment Adviser LLC | 148,238 | $2,355,502 | ▲ +6,172 | 0.12% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 147,482 | $2,343,489 | ▲ +85,104 | 0.00% | 2026-06-30 |
| Cerity Partners LLC | 140,339 | $2,229,975 | ▲ +3,641 | 0.00% | 2026-06-30 |
| Crossmark Global Holdings, Inc. | 139,170 | $2,211,411 | ▼ -140 | 0.03% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 132,856 | $2,111,082 | ▲ +20,235 | 0.02% | 2026-06-30 |
| BARCLAYS PLC | 124,608 | $1,980,022 | ▲ +62,304 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 107,879 | $1,714,182 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 91,642 | $1,428,699 | ▼ -17,161 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 80,281 | $1,275,667 | ▲ +8,994 | 0.00% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 79,604 | $1,264,908 | ▲ +2,120 | 0.00% | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | 75,835 | $1,205,018 | ▼ -7,981 | 0.02% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 73,671 | $1,170,640 | ▲ +11,365 | 0.00% | 2026-06-30 |
| CAPITAL FUND MANAGEMENT S.A. | 71,671 | $1,138,852 | New position | 0.01% | 2026-06-30 |
| OLD MISSION CAPITAL LLC | 69,610 | $1,106,102 | ▲ +46,051 | 0.02% | 2026-06-30 |
| Bank of New York Mellon Corp | 62,075 | $986,368 | ▲ +5,695 | 0.00% | 2026-06-30 |
| Quantbot Technologies LP | 59,204 | $940,752 | ▲ +45,763 | 0.04% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 56,277 | $894,241 | ▼ -1,029 | 0.00% | 2026-06-30 |
| Vident Advisory, LLC | 54,046 | $858,786 | ▼ -3,992 | 0.01% | 2026-06-30 |
| Corient Private Wealth LP | 50,742 | $806,290 | ▼ -872 | 0.00% | 2026-06-30 |
| Farringdon Capital, Ltd. | 45,260 | $719,181 | ▲ +6,535 | 0.36% | 2026-06-30 |
| Orion Porfolio Solutions, LLC | 43,329 | $688,503 | ▲ +5,102 | 0.01% | 2026-06-30 |
| Engineers Gate Manager LP | 42,133 | $669,493 | ▼ -31,766 | 0.01% | 2026-06-30 |
| IEQ CAPITAL, LLC | 41,459 | $658,781 | ▲ +628 | 0.00% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 40,867 | $649,385 | ▲ +1,334 | 0.00% | 2026-06-30 |
| Aaron Wealth Advisors LLC | 40,355 | $641,241 | ▲ +943 | 0.03% | 2026-06-30 |
| Balyasny Asset Management L.P. | 37,437 | $594,874 | New position | 0.00% | 2026-06-30 |
| Atria Investments, Inc | 35,504 | $564,151 | ▼ -2,722 | 0.01% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 34,700 | $551,386 | ▲ +11,352 | 0.00% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 32,849 | $521,971 | ▼ -3,621 | 0.00% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 31,909 | $506,520 | ▲ +6,194 | 0.00% | 2026-06-30 |
| Focus Partners Wealth | 30,521 | $485,003 | ▲ +13,596 | 0.00% | 2026-06-30 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 30,087 | $478,083 | ▲ +2,096 | 0.01% | 2026-06-30 |
| CITADEL ADVISORS LLC | 28,349 | $450,466 | ▼ -34,697 | 0.00% | 2026-06-30 |
| SYON CAPITAL LLC | 28,322 | $450,041 | ▲ +3,654 | 0.02% | 2026-06-30 |
| Prospera Financial Services Inc | 27,482 | $436,658 | New position | 0.01% | 2026-06-30 |
| Cordatus Wealth Management LLC | 27,482 | $436,658 | New position | 0.10% | 2026-06-30 |
| GLENMEDE TRUST CO NA | 27,251 | $433,017 | ▲ +13,683 | 0.00% | 2026-06-30 |
| Tidal Investments LLC | 27,102 | $430,651 | ▲ +620 | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 26,922 | $427,788 | ▲ +6,897 | 0.00% | 2026-06-30 |
| ATLAS CAPITAL ADVISORS INC. | 26,872 | $426,996 | Unchanged | 0.05% | 2026-06-30 |
| Ballentine Partners, LLC | 26,819 | $426,154 | ▲ +3,241 | 0.01% | 2026-06-30 |
| Vise Technologies, Inc. | 26,544 | $421,780 | ▲ +16,347 | 0.00% | 2026-06-30 |
| Entropy Technologies, LP | 24,784 | $393,818 | New position | 0.02% | 2026-06-30 |
| Savant Capital, LLC | 25,507 | $387,692 | New position | 0.00% | 2026-06-30 |
| WINTON GROUP Ltd | 24,200 | $384,538 | ▲ +7,500 | 0.01% | 2026-06-30 |
| XTX Topco Ltd | 23,898 | $379,739 | New position | 0.00% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 23,346 | $370,967 | ▲ +4,975 | 0.00% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 22,540 | $358,163 | New position | 0.00% | 2026-06-30 |
| JNBA Financial Advisors | 21,252 | $337,695 | Unchanged | 0.03% | 2026-06-30 |
| Keebeck Wealth Management | 21,205 | $336,947 | ▲ +7,147 | 0.03% | 2026-06-30 |
| Versant Capital Management, Inc | 21,176 | $336,487 | ▲ +9,275 | 0.03% | 2026-06-30 |
| Formidable Asset Management, LLC | 20,929 | $332,562 | ▼ -654 | 0.05% | 2026-06-30 |
| SIGNATUREFD, LLC | 20,809 | $330,651 | ▲ +3,586 | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 20,074 | $318,977 | ▼ -3,236 | 0.00% | 2026-06-30 |
| TRUIST FINANCIAL CORP | 20,037 | $318,388 | ▲ +4,240 | 0.00% | 2026-06-30 |
| FCA CORP /TX | 20,000 | $317,800 | Unchanged | 0.08% | 2026-06-30 |
| Johnson Financial Group, LLC | 19,903 | $316,259 | ▲ +7,899 | 0.02% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 19,400 | $308,266 | ▲ +600 | 0.00% | 2026-06-30 |
| KEYBANK NATIONAL ASSOCIATION/OH | 19,015 | $302,150 | ▲ +7,835 | 0.00% | 2026-06-30 |
| Joel Isaacson & Co., LLC | 18,979 | $301,576 | New position | 0.01% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,617 | $279,938 | ▲ +1,414 | 0.00% | 2026-06-30 |
| Perigon Wealth Management, LLC | 17,379 | $276,146 | ▼ -217 | 0.00% | 2026-06-30 |
| Caprock Group, LLC | 17,234 | $273,848 | ▲ +2,202 | 0.01% | 2026-06-30 |
| Great Waters Wealth Management | 16,800 | $266,952 | Unchanged | 0.02% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 16,001 | $254,256 | Unchanged | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 15,678 | $249,135 | ▼ -2,285 | 0.00% | 2026-06-30 |
| CHOREO, LLC | 15,254 | $242,386 | ▲ +79 | 0.00% | 2026-06-30 |
| MATHER GROUP, LLC. | 14,745 | $234,298 | Unchanged | 0.00% | 2026-06-30 |
| Crane Advisory, LLC | 13,705 | $231,477 | Unchanged | 0.03% | 2026-06-30 |
| Bridgewater Advisors Inc. | 13,709 | $229,761 | New position | 0.01% | 2026-06-30 |
| Promethos Capital, LLC | 14,380 | $228,498 | New position | 0.06% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 13,875 | $220,469 | ▼ -10,123 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 14,032 | $218,057 | ▲ +9,482 | 0.00% | 2026-06-30 |
| M&T Bank Corp | 13,615 | $216,552 | ▼ -169 | 0.00% | 2026-06-30 |
| LPL Financial LLC | 13,514 | $214,739 | New position | 0.00% | 2026-06-30 |
| Ellevest, Inc. | 13,451 | $213,736 | ▼ -1,769 | 0.03% | 2026-06-30 |
| SmartHarvest Portfolios, LLC | 13,403 | $212,978 | ▲ +3,167 | 0.07% | 2026-06-30 |
| Genus Capital Management Inc. | 13,260 | $210,701 | New position | 0.02% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 12,564 | $208,936 | ▲ +1,013 | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 12,363 | $196,440 | ▲ +94 | 0.00% | 2026-06-30 |
| Summit Trail Advisors, LLC | 12,259 | $194,790 | ▲ +1,287 | 0.00% | 2026-06-30 |
| Callan Family Office, LLC | 11,890 | $188,932 | ▼ -1,136 | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,701 | $170,040 | New position | 0.00% | 2026-06-30 |
| Modern Wealth Management, LLC | 10,546 | $167,583 | New position | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 8,880 | $141,103 | ▲ +2,727 | 0.01% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 8,082 | $128,419 | ▼ -5,268 | 0.00% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 7,459 | $118,524 | ▲ +220 | 0.01% | 2026-06-30 |
| Smartleaf Asset Management LLC | 7,502 | $116,956 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 6,515 | $104,000 | ▲ +902 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 6,418 | $101,611 | ▲ +2,520 | 0.00% | 2026-06-30 |
| Hilltop National Bank | 5,585 | $88,746 | Unchanged | 0.02% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 5,116 | $81,327 | ▲ +2,416 | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 3,869 | $61,478 | ▼ -172 | 0.00% | 2026-06-30 |
| Cromwell Holdings LLC | 3,761 | $59,762 | Unchanged | 0.03% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 3,635 | $57,761 | ▼ -509 | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 3,086 | $49,037 | New position | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 2,382 | $37,850 | ▲ +1,290 | 0.00% | 2026-06-30 |
| BROWN BROTHERS HARRIMAN & CO | 1,974 | $31,367 | ▲ +403 | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 1,934 | $30,731 | ▲ +241 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 1,841 | $29,254 | ▲ +1,767 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 1,694 | $26,918 | ▲ +72 | 0.00% | 2026-06-30 |
| WealthCollab, LLC | 1,653 | $26,267 | ▼ -89 | 0.01% | 2026-06-30 |
| ASSETMARK, INC | 1,568 | $24,916 | ▲ +388 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 1,223 | $19,437 | New position | 0.00% | 2026-06-30 |
| CITIGROUP INC | 1,166 | $18,528 | ▲ +169 | 0.00% | 2026-06-30 |
| Addison Advisors LLC | 1,100 | $17,479 | ▼ -5,532 | 0.01% | 2026-06-30 |
| Park Place Capital Corp | 982 | $15,604 | ▲ +284 | 0.00% | 2026-06-30 |
| Princeton Global Asset Management LLC | 767 | $12,188 | Unchanged | 0.00% | 2026-06-30 |
| GHP Investment Advisors, Inc. | 741 | $11,772 | ▲ +11 | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 725 | $11,520 | New position | 0.01% | 2026-06-30 |
| TD PRIVATE CLIENT WEALTH LLC | 651 | $10,344 | ▲ +94 | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 607 | $9,645 | ▼ -35 | 0.00% | 2026-06-30 |
| Owl Creek Wealth Partners LLC | 605 | $9,614 | ▲ +393 | 0.00% | 2026-06-30 |
| Ares Financial Consulting, LLC | 568 | $9,026 | Unchanged | 0.01% | 2026-06-30 |
| Bell Investment Advisors, Inc | 540 | $8,581 | Unchanged | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 480 | $7,627 | New position | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 464 | $7,372 | ▼ -18 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 418 | $6,645 | ▼ -1 | 0.00% | 2026-06-30 |
| UMB Bank, n.a. | 413 | $6,563 | Unchanged | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 384,414 | $6,098 | ▼ -31,180 | 0.02% | 2026-06-30 |
| FINANCIAL CONSULATE, INC | 380 | $6,039 | ▲ +61 | 0.00% | 2026-06-30 |
| Manchester Capital Management LLC | 367 | $5,832 | Unchanged | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 291 | $4,623 | New position | 0.00% | 2026-06-30 |
| ALBION FINANCIAL GROUP /UT | 252 | $4,005 | Unchanged | 0.00% | 2026-06-30 |
| Bruce G. Allen Investments, LLC | 249 | $3,957 | Unchanged | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 230,275 | $3,659 | ▲ +81,589 | 0.01% | 2026-06-30 |
| MANNING & NAPIER ADVISORS LLC | 229 | $3,570 | ▲ +212 | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 204 | $3,242 | Unchanged | 0.00% | 2026-06-30 |
| IMA Advisory Services, Inc. | 176 | $2,797 | ▲ +57 | 0.00% | 2026-06-30 |
| Retirement Wealth Solutions LLC | 172 | $2,734 | ▲ +29 | 0.00% | 2026-06-30 |
| JFS WEALTH ADVISORS, LLC | 135 | $2,146 | Unchanged | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 135 | $2,146 | ▲ +8 | 0.00% | 2026-06-30 |
| First Command Advisory Services, Inc. | 129 | $2,050 | New position | 0.00% | 2026-06-30 |
| Signature Equity Partners, LLC | 127 | $2,018 | ▲ +15 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 125 | $1,986 | ▼ -1,500 | 0.00% | 2026-06-30 |
| Cornerstone Financial Management LLC | 118 | $1,875 | Unchanged | 0.00% | 2026-06-30 |
| NATIXIS ADVISORS, LLC | 102,397 | $1,627 | ▲ +16,013 | 0.00% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 101 | $1,604 | ▲ +84 | 0.00% | 2026-06-30 |
| CVA Family Office, LLC | 96 | $1,525 | Unchanged | 0.00% | 2026-06-30 |
| Essential Partners LLC | 87 | $1,382 | Unchanged | 0.00% | 2026-06-30 |
| MV CAPITAL MANAGEMENT, INC. | 86 | $1,367 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 85 | $1,351 | Unchanged | 0.00% | 2026-06-30 |
| American Capital Advisory, LLC | 82 | $1,303 | Unchanged | 0.00% | 2026-06-30 |
| Cornerstone Planning Group LLC | 80 | $1,287 | ▲ +27 | 0.00% | 2026-06-30 |
| Principia Wealth Advisory, LLC | 75 | $1,192 | ▲ +9 | 0.00% | 2026-06-30 |
| Arlington Trust Co LLC | 72 | $1,144 | Unchanged | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 66 | $1,049 | New position | 0.00% | 2026-06-30 |
| Plante Moran Financial Advisors, LLC | 60 | $953 | New position | 0.00% | 2026-06-30 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 54 | $858 | Unchanged | 0.00% | 2026-06-30 |
| Burk Holdings LLC | 54 | $858 | Unchanged | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 52,601 | $836 | ▲ +18,655 | 0.01% | 2026-06-30 |
| SHP Wealth Management | 51 | $810 | Unchanged | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 45 | $715 | ▲ +14 | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 39 | $620 | ▲ +38 | 0.00% | 2026-06-30 |
| Kilter Group LLC | 37 | $588 | ▲ +36 | 0.00% | 2026-06-30 |
| BOK Financial Private Wealth, Inc. | 35 | $557 | New position | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 21 | $334 | ▼ -9 | 0.00% | 2026-06-30 |
| MidFirst Bank | 20 | $318 | Unchanged | 0.00% | 2026-06-30 |
| PARK AVENUE SECURITIES LLC | 16,494 | $262 | ▲ +3,213 | 0.00% | 2026-06-30 |
| Stone House Investment Management, LLC | 14 | $222 | New position | 0.00% | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | 10 | $159 | Unchanged | 0.00% | 2026-06-30 |
| Highland Investment Advisors LLC | 10 | $159 | New position | 0.00% | 2026-06-30 |
| LRI Investments, LLC | 9 | $143 | New position | 0.00% | 2026-06-30 |
| WHITTIER TRUST CO | 6 | $99 | New position | 0.00% | 2026-06-30 |
| Monetary Solutions, Ltd | 6 | $95 | New position | 0.00% | 2026-06-30 |
| Key Financial Inc | 3 | $48 | Unchanged | 0.00% | 2026-06-30 |
| GW&K Investment Management, LLC | 158 | $3 | ▲ +16 | 0.00% | 2026-06-30 |
| Aquatic Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Verition Fund Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| RENAISSANCE TECHNOLOGIES LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWO SIGMA SECURITIES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GREENLEAF TRUST | 0 | $0 | Sold out | 2026-06-30 | |
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | $0 | Sold out | 2026-06-30 | |
| Ancora Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MASECO LLP | 0 | $0 | Sold out | 2026-06-30 | |
| Godfrey Financial Associates, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 |