← All institutions

Institutional Holdings

PUK

Ownership Summary

Institutions Holding
299
Total Shares Held
36,778,646
Total Value Held
$975,179,214
Quarter
2026-06-30

Active Positions

Increased Positions
96
12,408,496 shares
Decreased Positions
91
22,179,093 shares
Held Positions
30
27,263 shares
New Positions
53
2,163,794 shares
Sold Out Positions
29
915,417 shares
Institution Shares Value Change % of Portfolio Reported
MORGAN STANLEY 5,008,698 $134,283,268 ▼ -95,859 0.01% 2026-06-30
FMR LLC 3,461,802 $92,810,933 ▼ -599,561 0.00% 2026-06-30
BANK OF AMERICA CORP /DE/ 3,297,386 $88,402,911 ▼ -1,173,244 0.01% 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,685,352 $71,994,287 ▲ +288,000 0.03% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 2,653,708 $71,125,557 ▼ -172,393 0.01% 2026-06-30
GOLDMAN SACHS GROUP INC 2,644,705 $70,904,534 ▼ -106,608 0.01% 2026-06-30
CAUSEWAY CAPITAL MANAGEMENT LLC 1,689,218 $45,287,940 ▲ +368,067 0.49% 2026-06-30
NORTHERN TRUST CORP 1,408,777 $37,769,311 ▲ +100,784 0.00% 2026-06-30
Clearbridge Investments, LLC 1,242,524 $33,312,079 New position 0.03% 2026-06-30
BlackRock, Inc. 1,149,155 $30,808,839 ▼ -239,525 0.00% 2026-06-30
MARSHALL WACE, LLP 898,196 $24,080,637 ▲ +774,617 0.02% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 671,208 $17,994,145 ▲ +170,935 0.00% 2026-06-30
AMERICAN CENTURY COMPANIES INC 633,220 $16,976,628 ▼ -20,495 0.01% 2026-06-30
Quantinno Capital Management LP 520,734 $13,960,900 ▼ -117,782 0.02% 2026-06-30
UBS Group AG 366,008 $9,812,675 ▲ +298,080 0.00% 2026-06-30
RAYMOND JAMES FINANCIAL INC 322,457 $8,645,078 ▲ +182,239 0.00% 2026-06-30
Optiver Holding B.V. 311,826 $8,360,055 ▲ +311,144 0.00% 2026-06-30
JPMORGAN CHASE & CO 304,608 $8,111,740 ▼ -499,401 0.00% 2026-06-30
ABC ARBITRAGE SA 288,740 $7,741,119 New position 0.84% 2026-06-30
SEI INVESTMENTS CO 276,366 $7,409,310 ▲ +23,189 0.01% 2026-06-30
ASSETMARK, INC 245,676 $6,586,566 ▼ -5,373 0.01% 2026-06-30
Pathstone Holdings, LLC 241,885 $6,484,923 ▲ +23,007 0.02% 2026-06-30
ROYAL BANK OF CANADA 234,781 $6,295,000 ▲ +3,588 0.00% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 218,934 $5,869,621 ▼ -15,517 0.00% 2026-06-30
JANE STREET GROUP, LLC 210,711 $5,649,162 ▲ +17,986 0.00% 2026-06-30
Creative Planning 209,476 $5,616,057 ▼ -47,580 0.00% 2026-06-30
Point72 Asset Management, L.P. 206,351 $5,532,270 New position 0.01% 2026-06-30
WELLS FARGO & COMPANY/MN 202,932 $5,440,590 ▼ -36,344 0.00% 2026-06-30
Gradient Investments LLC 184,961 $4,958,804 ▲ +12,388 0.07% 2026-06-30
XTX Topco Ltd 157,062 $4,210,832 ▲ +35,905 0.05% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 156,522 $4,196,359 ▲ +15,594 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 155,657 $4,173,164 ▲ +92,016 0.00% 2026-06-30
QRG CAPITAL MANAGEMENT, INC. 153,633 $4,118,904 ▼ -38,570 0.03% 2026-06-30
Vident Advisory, LLC 144,558 $3,875,596 ▲ +119,403 0.03% 2026-06-30
Balyasny Asset Management L.P. 141,126 $3,783,588 ▲ +108,970 0.00% 2026-06-30
Nuveen, LLC 118,987 $3,190,034 ▲ +55,935 0.00% 2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 114,902 $3,080,523 ▼ -4,362 0.01% 2026-06-30
OPPENHEIMER ASSET MANAGEMENT INC. 108,449 $2,907,517 ▲ +36,534 0.03% 2026-06-30
Mondrian Investment Partners LTD 102,721 $2,753,958 ▲ +58,445 0.04% 2026-06-30
Crossmark Global Holdings, Inc. 101,451 $2,719,901 ▼ -741 0.04% 2026-06-30
Bank of New York Mellon Corp 100,445 $2,692,923 ▲ +8,958 0.00% 2026-06-30
Integrated Quantitative Investments LLC 86,423 $2,317,001 ▲ +52,521 0.38% 2026-06-30
Vestmark Advisory Solutions, Inc. 84,420 $2,263,300 ▲ +12,572 0.02% 2026-06-30
Mariner, LLC 82,033 $2,199,160 ▼ -13,971 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 81,976 $2,197,788 New position 0.00% 2026-06-30
ALLIANCEBERNSTEIN L.P. 76,144 $2,164,774 New position 0.00% 2026-06-30
MML INVESTORS SERVICES, LLC 78,318 $2,099,700 ▲ +37,048 0.00% 2026-06-30
BANK OF MONTREAL /CAN/ 76,754 $2,057,774 ▲ +37,473 0.00% 2026-06-30
Ethic Inc. 74,979 $2,010,180 ▲ +13,568 0.03% 2026-06-30
WINTON GROUP Ltd 70,500 $1,890,105 ▲ +55,600 0.06% 2026-06-30
LPL Financial LLC 67,912 $1,820,710 ▲ +28,933 0.00% 2026-06-30
Orion Porfolio Solutions, LLC 64,881 $1,739,465 ▲ +27,298 0.01% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 57,789 $1,549,317 ▼ -15,765 0.00% 2026-06-30
DAVENPORT & Co LLC 55,165 $1,478,980 ▼ -3,459 0.01% 2026-06-30
Russell Investments Group, Ltd. 52,806 $1,415,745 ▲ +196 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 51,421 $1,378,595 ▲ +18,552 0.00% 2026-06-30
Callan Family Office, LLC 48,797 $1,308,251 ▼ -222 0.03% 2026-06-30
Cerity Partners LLC 48,685 $1,305,269 ▲ +7,394 0.00% 2026-06-30
Vanguard Personalized Indexing Management, LLC 47,808 $1,281,732 ▼ -920 0.01% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 46,150 $1,228,513 ▲ +6,877 0.00% 2026-06-30
Advisory Resource Group 45,065 $1,208,193 New position 0.18% 2026-06-30
Stratos Wealth Partners, LTD. 41,869 $1,122,508 ▲ +9,604 0.01% 2026-06-30
Manske Wealth Management 41,334 $1,108,165 ▲ +521 0.28% 2026-06-30
Savant Capital, LLC 38,234 $1,059,551 ▲ +16,710 0.00% 2026-06-30
Atria Investments, Inc 35,433 $949,969 ▲ +4,222 0.01% 2026-06-30
Cetera Investment Advisers 35,013 $938,702 ▲ +7,552 0.00% 2026-06-30
OLD MISSION CAPITAL LLC 33,329 $893,550 New position 0.01% 2026-06-30
RITHOLTZ WEALTH MANAGEMENT 33,314 $893,143 ▼ -8,698 0.01% 2026-06-30
GeoWealth Management, LLC 33,035 $885,668 ▼ -173 0.03% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,812 $879,677 ▲ +4,490 0.00% 2026-06-30
GC Wealth Management RIA, LLC 32,683 $876,231 ▼ -106 0.05% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 32,568 $873,148 ▼ -21 0.00% 2026-06-30
NewEdge Wealth, LLC 30,202 $809,705 ▲ +5,047 0.01% 2026-06-30
SIGNATUREFD, LLC 29,920 $802,151 ▼ -7 0.01% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,017 $759,987 ▲ +282 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 28,000 $750,680 ▼ -4,000 0.00% 2026-06-30
Focus Partners Wealth 27,661 $741,614 ▼ -6,049 0.00% 2026-06-30
Legacy Wealth Asset Management, LLC 27,087 $726,202 ▼ -227 0.16% 2026-06-30
PNC Financial Services Group, Inc. 26,879 $720,625 ▼ -638 0.00% 2026-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 25,667 $688,133 ▼ -6,731 0.01% 2026-06-30
Centiva Capital, LP 24,439 $655,210 New position 0.01% 2026-06-30
Naviter Wealth, LLC 23,927 $641,494 ▲ +5,538 0.06% 2026-06-30
WEALTH ALLIANCE, LLC 23,663 $634,417 ▲ +1,810 0.05% 2026-06-30
Engineers Gate Manager LP 23,020 $617,166 ▼ -48,716 0.01% 2026-06-30
Laird Norton Wetherby Trust Company, LLC 22,433 $601,429 ▲ +2,542 0.01% 2026-06-30
Compound Planning, Inc. 22,285 $597,461 ▼ -2,376 0.02% 2026-06-30
SYON CAPITAL LLC 21,291 $570,812 ▼ -2,556 0.02% 2026-06-30
Squarepoint Ops LLC 21,227 $569,096 New position 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 21,105 $565,825 ▲ +8,029 0.00% 2026-06-30
Vise Technologies, Inc. 20,951 $561,691 ▼ -1,794 0.01% 2026-06-30
TRUIST FINANCIAL CORP 20,804 $557,755 ▲ +9,948 0.00% 2026-06-30
Sterling Capital Management LLC 19,878 $532,929 ▲ +2,463 0.01% 2026-06-30
Quantbot Technologies LP 19,721 $528,720 New position 0.02% 2026-06-30
Ballentine Partners, LLC 19,627 $526,200 ▼ -1,296 0.01% 2026-06-30
Merit Financial Group, LLC 19,332 $518,306 ▲ +176 0.00% 2026-06-30
Aaron Wealth Advisors LLC 19,174 $514,055 ▼ -6,682 0.03% 2026-06-30
Caprock Group, LLC 18,947 $507,984 ▼ -2,947 0.01% 2026-06-30
FRANKLIN RESOURCES INC 18,867 $505,820 ▼ -8,142 0.00% 2026-06-30
NewEdge Advisors, LLC 18,798 $503,978 ▲ +147 0.00% 2026-06-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18,353 $492,045 ▲ +768 0.01% 2026-06-30
AMG National Trust Bank 18,180 $487,405 ▼ -118,514 0.01% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 17,850 $478,559 ▼ -412,819 0.00% 2026-06-30
FIRST TRUST ADVISORS LP 17,762 $476,199 ▼ -12,306 0.00% 2026-06-30
Allspring Global Investments Holdings, LLC 17,286 $475,970 ▲ +1,370 0.00% 2026-06-30
CITIGROUP INC 17,633 $472,741 ▼ -60,392 0.00% 2026-06-30
Sivia Capital Partners, LLC 17,538 $470,194 ▲ +5,461 0.06% 2026-06-30
EARNEST PARTNERS LLC 17,397 $466,414 ▼ -468 0.00% 2026-06-30
Advisors Asset Management, Inc. 17,107 $458,639 ▲ +1,862 0.01% 2026-06-30
STIFEL FINANCIAL CORP 16,508 $442,585 ▲ +5,043 0.00% 2026-06-30
Corient Private Wealth LP 15,939 $427,309 ▲ +1,276 0.00% 2026-06-30
Versant Capital Management, Inc 15,912 $426,601 ▼ -2,980 0.04% 2026-06-30
&PARTNERS 15,874 $425,579 ▲ +4,004 0.00% 2026-06-30
SHELTON CAPITAL MANAGEMENT 15,657 $419,764 ▲ +458 0.01% 2026-06-30
UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,316 $410,612 ▼ -1,351 0.00% 2026-06-30
CHOREO, LLC 15,187 $407,163 ▼ -84 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 15,113 $405,180 ▲ +391 0.06% 2026-06-30
Gallacher Capital Management LLC 14,507 $388,928 ▼ -5,444 0.22% 2026-06-30
Concurrent Investment Advisors, LLC 14,354 $384,844 ▲ +1,156 0.00% 2026-06-30
DV EQUITIES, LLC 14,285 $382,981 New position 0.05% 2026-06-30
Entropy Technologies, LP 13,983 $374,884 New position 0.01% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 13,045 $349,732 ▲ +2,104 0.00% 2026-06-30
Smartleaf Asset Management LLC 13,103 $348,957 Unchanged 0.01% 2026-06-30
Sequoia Financial Advisors, LLC 12,934 $346,774 ▼ -6,506 0.00% 2026-06-30
Rockefeller Capital Management L.P. 12,863 $344,894 ▲ +348 0.00% 2026-06-30
Sanctuary Advisors, LLC 12,616 $338,232 New position 0.00% 2026-06-30
MAI Capital Management 12,599 $337,774 ▲ +4,644 0.00% 2026-06-30
XPONANCE LLC 12,371 $331,667 ▲ +3,644 0.00% 2026-06-30
KEYBANK NATIONAL ASSOCIATION/OH 11,103 $297,673 ▲ +979 0.00% 2026-06-30
IEQ CAPITAL, LLC 10,884 $291,790 ▼ -22,227 0.00% 2026-06-30
M&T Bank Corp 10,827 $290,204 ▲ +957 0.00% 2026-06-30
Mattson Financial Services, LLC 10,150 $290,087 ▲ +409 0.06% 2026-06-30
Summit Trail Advisors, LLC 10,491 $281,274 ▼ -2,223 0.00% 2026-06-30
Net Worth Advisory Group 9,624 $258,007 ▲ +353 0.07% 2026-06-30
Kathmere Capital Management, LLC 9,470 $253,891 ▼ -585 0.01% 2026-06-30
GAMMA Investing LLC 9,280 $248,797 ▼ -423 0.01% 2026-06-30
Rehmann Capital Advisory Group 9,302 $248,594 New position 0.01% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 9,226 $247,349 ▲ +492 0.02% 2026-06-30
Brown Financial Advisors 9,207 $246,840 ▲ +37 0.09% 2026-06-30
Tower Research Capital LLC (TRC) 9,165 $245,713 ▲ +6,221 0.01% 2026-06-30
EP Wealth Advisors, LLC 8,628 $231,318 New position 0.00% 2026-06-30
Cetera Trust Company, N.A 8,395 $225,070 ▲ +150 0.11% 2026-06-30
TRUST POINT INC. 8,334 $223,433 ▲ +1,045 0.02% 2026-06-30
PDS Planning, Inc 8,155 $218,636 ▼ -1,396 0.01% 2026-06-30
Lido Advisors, LLC 7,851 $210,520 New position 0.00% 2026-06-30
HARRIS ASSOCIATES L P 7,635 $204,694 New position 0.00% 2026-06-30
Dynasty Wealth Management, LLC 7,587 $203,414 ▼ -2,787 0.00% 2026-06-30
May Hill Capital, LLC 7,508 $201,299 New position 0.04% 2026-06-30
GLENMEDE TRUST CO NA 7,475 $200,404 ▼ -438 0.00% 2026-06-30
Farther Finance Advisors, LLC 5,807 $155,571 ▲ +673 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 5,721 $153,380 ▼ -3,718 0.01% 2026-06-30
Global Retirement Partners, LLC 5,446 $146,008 ▼ -270 0.00% 2026-06-30
Strategic Investment Advisors / MI 5,101 $136,767 New position 0.01% 2026-06-30
Allianz SE 5,097 $136,651 Unchanged 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 5,066 $135,834 ▼ -479 0.00% 2026-06-30
Bravera Wealth 1,200 $129,516 Unchanged 0.05% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 4,696 $125,900 ▼ -182 0.00% 2026-06-30
Blue Trust, Inc. 4,115 $110,312 ▲ +29 0.00% 2026-06-30
Rossby Financial, LCC 3,504 $93,942 ▼ -160 0.02% 2026-06-30
Steward Partners Investment Advisory, LLC 3,338 $89,500 ▲ +2,792 0.00% 2026-06-30
Atlatl Advisers LLC 2,603 $69,786 New position 0.02% 2026-06-30
Bruce G. Allen Investments, LLC 2,554 $68,473 ▲ +244 0.04% 2026-06-30
Arax Advisory Partners 2,507 $67,213 ▼ -591 0.00% 2026-06-30
Community Bank, N.A. 2,479 $66,437 Unchanged 0.01% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 2,192 $58,768 ▲ +985 0.00% 2026-06-30
Federation des caisses Desjardins du Quebec 1,900 $50,939 ▼ -6,499 0.00% 2026-06-30
Larson Financial Group LLC 1,644 $44,076 ▼ -593 0.00% 2026-06-30
Owl Creek Wealth Partners LLC 1,472 $39,465 Unchanged 0.01% 2026-06-30
Allworth Financial LP 1,315 $35,245 ▼ -767 0.00% 2026-06-30
Grove Bank & Trust 1,190 $31,904 ▼ -36 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 1,177 $31,549 ▲ +77 0.00% 2026-06-30
Horizon Investments, LLC 1,122 $30,081 ▲ +1,056 0.00% 2026-06-30
Integrated Wealth Concepts LLC 968 $25,968 New position 0.00% 2026-06-30
Silver Grove Financial Group, Inc. 947 $25,389 New position 0.01% 2026-06-30
MCGUIRE CAPITAL ADVISORS INC 929 $24,906 Unchanged 0.01% 2026-06-30
WPG Advisers, LLC 720 $19,303 ▲ +353 0.01% 2026-06-30
Continuum Advisory, LLC 666 $17,855 New position 0.00% 2026-06-30
Bare Financial Services, Inc 646 $17,320 ▲ +213 0.00% 2026-06-30
Quantum Portfolio Management LLC 629 $16,863 New position 0.01% 2026-06-30
GROUP ONE TRADING LLC 500 $13,405 New position 0.00% 2026-06-30
MATHER GROUP, LLC. 477 $12,795 ▼ -1 0.00% 2026-06-30
SOA Wealth Advisors, LLC. 11,792 $11,792 New position 0.00% 2026-06-30
True Wealth Design, LLC 377 $10,108 ▼ -317 0.00% 2026-06-30
Synergy Investment Management, LLC 330 $9,653 New position 0.00% 2026-06-30
Clearstead Advisors, LLC 349 $9,357 New position 0.00% 2026-06-30
Cornerstone Planning Group LLC 313 $9,227 ▼ -74 0.00% 2026-06-30
Cambridge Investment Research Advisors, Inc. 90,152 $8,896 ▼ -2,020 0.02% 2026-06-30
JFS WEALTH ADVISORS, LLC 319 $8,553 ▼ -18 0.00% 2026-06-30
WHITTIER TRUST CO OF NEVADA INC 266 $7,355 New position 0.00% 2026-06-30
Ares Financial Consulting, LLC 262 $7,024 Unchanged 0.01% 2026-06-30
IFP Advisors, Inc 245 $6,568 ▲ +70 0.00% 2026-06-30
RAFFA WEALTH MANAGEMENT, LLC 240 $6,434 ▲ +29 0.00% 2026-06-30
SBI Securities Co., Ltd. 226 $6,059 ▲ +1 0.00% 2026-06-30
AMERIFLEX GROUP, INC. 226 $6,059 New position 0.00% 2026-06-30
Spire Wealth Management 218 $5,845 Unchanged 0.00% 2026-06-30
Signature Equity Partners, LLC 213 $5,711 Unchanged 0.00% 2026-06-30
Aventura Private Wealth, LLC 192 $5,148 New position 0.00% 2026-06-30
Essential Partners LLC 192 $5,148 Unchanged 0.00% 2026-06-30
WealthCollab, LLC 187 $5,014 Unchanged 0.00% 2026-06-30
SJS Investment Consulting Inc. 183 $4,907 ▼ -99 0.00% 2026-06-30
FINANCIAL CONSULATE, INC 182 $4,880 ▼ -88 0.00% 2026-06-30
MANNING & NAPIER ADVISORS LLC 181 $4,820 ▼ -29 0.00% 2026-06-30
Downshift Financial, LLC 169 $4,531 New position 0.00% 2026-06-30
IMA Advisory Services, Inc. 166 $4,450 ▲ +59 0.00% 2026-06-30
First Command Advisory Services, Inc. 163 $4,370 New position 0.00% 2026-06-30
Retirement Wealth Solutions LLC 150 $4,022 ▼ -96 0.00% 2026-06-30
PRIVATE TRUST CO NA 148 $3,968 New position 0.00% 2026-06-30
FIDUCIARY FINANCIAL ADVISORS 146 $3,914 New position 0.00% 2026-06-30
Glen Eagle Advisors, LLC 146 $3,904 ▲ +2 0.00% 2026-06-30
Physician Wealth Advisors, Inc. 145 $3,888 ▼ -8 0.00% 2026-06-30
FEDERATED HERMES, INC. 144 $3,861 ▲ +39 0.00% 2026-06-30
TD Waterhouse Canada Inc. 138 $3,820 ▼ -3 0.00% 2026-06-30
Whipplewood Advisors, LLC 142 $3,807 ▼ -281 0.00% 2026-06-30
BOK Financial Private Wealth, Inc. 140 $3,754 New position 0.00% 2026-06-30
UMB Bank, n.a. 139 $3,727 Unchanged 0.00% 2026-06-30
JNBA Financial Advisors 133 $3,566 Unchanged 0.00% 2026-06-30
Transamerica Financial Advisors, LLC 128 $3,431 ▲ +116 0.00% 2026-06-30
HIGHLINE WEALTH PARTNERS LLC 119 $3,190 Unchanged 0.00% 2026-06-30
HighMark Wealth Management LLC 118 $3,163 ▼ -168 0.00% 2026-06-30
NATIXIS ADVISORS, LLC 114,115 $3,059 ▼ -32,456 0.00% 2026-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 113 $3,030 ▼ -32 0.00% 2026-06-30
HRT FINANCIAL LP 111,517 $2,989 ▲ +58,153 0.01% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 107 $2,869 New position 0.00% 2026-06-30
SIMPLEX TRADING, LLC 100 $2,681 Unchanged 0.00% 2026-06-30
CoreCap Advisors, LLC 100 $2,681 New position 0.00% 2026-06-30
EFG International AG 100 $2,681 Unchanged 0.00% 2026-06-30
Geneos Wealth Management Inc. 99 $2,654 Unchanged 0.00% 2026-06-30
Principia Wealth Advisory, LLC 81 $2,172 ▼ -6 0.00% 2026-06-30
Beaird Harris Wealth Management, LLC 80 $2,135 Unchanged 0.00% 2026-06-30
American Capital Advisory, LLC 73 $1,958 ▲ +53 0.00% 2026-06-30
Kilter Group LLC 73 $1,958 ▲ +21 0.00% 2026-06-30
LRI Investments, LLC 72 $1,930 ▼ -208 0.00% 2026-06-30
FIFTH THIRD BANCORP 69 $1,850 ▼ -213 0.00% 2026-06-30
Manchester Capital Management LLC 66 $1,770 ▼ -728 0.00% 2026-06-30
Bell Investment Advisors, Inc 63 $1,690 Unchanged 0.00% 2026-06-30
GHP Investment Advisors, Inc. 62 $1,663 Unchanged 0.00% 2026-06-30
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 60 $1,609 Unchanged 0.00% 2026-06-30
Stone House Investment Management, LLC 53 $1,421 ▼ -166 0.00% 2026-06-30
HALBERT HARGROVE GLOBAL ADVISORS, LLC 51 $1,376 New position 0.00% 2026-06-30
Cape Investment Advisory, Inc. 48 $1,287 New position 0.00% 2026-06-30
MOTCO 46 $1,233 New position 0.00% 2026-06-30
SHP Wealth Management 43 $1,143 ▼ -78 0.00% 2026-06-30
Quent Capital, LLC 37 $992 New position 0.00% 2026-06-30
Burk Holdings LLC 33 $885 Unchanged 0.00% 2026-06-30
PARK AVENUE SECURITIES LLC 30,784 $825 ▲ +336 0.01% 2026-06-30
Cornerstone Financial Management LLC 30 $804 New position 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 30 $777 ▲ +28 0.00% 2026-06-30
Breakwater Investment Management 28 $751 New position 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 24 $643 ▲ +1 0.00% 2026-06-30
Arlington Trust Co LLC 23 $617 Unchanged 0.00% 2026-06-30
Trust Co 22 $590 Unchanged 0.00% 2026-06-30
HANTZ FINANCIAL SERVICES, INC. 19,511 $523 ▼ -18,980 0.01% 2026-06-30
Crewe Advisors LLC 17 $456 New position 0.00% 2026-06-30
FLOW TRADERS U.S. LLC 16,596 $445 New position 0.02% 2026-06-30
Ameritas Advisory Services, LLC 16 $429 New position 0.00% 2026-06-30
HARBOUR INVESTMENTS, INC. 15 $414 ▲ +3 0.00% 2026-06-30
WHITTIER TRUST CO 13 $366 New position 0.00% 2026-06-30
Bogart Wealth, LLC 13 $349 New position 0.00% 2026-06-30
Abound Wealth Management 11 $295 Unchanged 0.00% 2026-06-30
Monetary Solutions, Ltd 11 $295 New position 0.00% 2026-06-30
Asset Dedication, LLC 10 $269 New position 0.00% 2026-06-30
Pacer Advisors, Inc. 19,305 $257 ▼ -965 0.00% 2026-06-30
Cassaday & Co Wealth Management LLC 9 $242 Unchanged 0.00% 2026-06-30
Plante Moran Financial Advisors, LLC 9 $241 New position 0.00% 2026-06-30
Triumph Capital Management 9 $241 Unchanged 0.00% 2026-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $214 Unchanged 0.00% 2026-06-30
Mosley Wealth Management 5 $134 ▼ -5 0.00% 2026-06-30
Decker Retirement Planning Inc. 3 $69 New position 0.00% 2026-06-30
BESSEMER GROUP INC 806 $22 Unchanged 0.00% 2026-06-30
GW&K Investment Management, LLC 186 $5 ▼ -33 0.00% 2026-06-30
Smithfield Trust Co 35 $0 Unchanged 0.00% 2026-06-30
Solel Partners LP 0 $0 Sold out 2026-06-30
PICTON MAHONEY ASSET MANAGEMENT 0 $0 Sold out 2026-06-30
Transmarket Holdings LP 0 $0 Sold out 2026-06-30
CITADEL ADVISORS LLC 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
AXQ CAPITAL, LP 0 $0 Sold out 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 0 $0 Sold out 2026-06-30
TWO SIGMA SECURITIES, LLC 0 $0 Sold out 2026-06-30
PAX Financial Group, LLC 0 $0 Sold out 2026-06-30
Janney Montgomery Scott LLC 0 $0 Sold out 2026-06-30
Beacon Pointe Advisors, LLC 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
BARCLAYS PLC 0 $0 Sold out 2026-06-30
Destiny Wealth Partners, LLC 0 $0 Sold out 2026-06-30
TWIN PEAKS WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30
V-Square Quantitative Management LLC 0 $0 Sold out 2026-06-30
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30
TD PRIVATE CLIENT WEALTH LLC 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
Intentional Wealth Strategies, LLC 0 $0 Sold out 2026-06-30
JPL Wealth Management, LLC 0 $0 Sold out 2026-06-30
Innovative Asset Advisors Group, LLC 0 $0 Sold out 2026-06-30
Ancora Advisors LLC 0 $0 Sold out 2026-06-30
MV CAPITAL MANAGEMENT, INC. 0 $0 Sold out 2026-06-30
Dogwood Wealth Management LLC 0 $0 Sold out 2026-06-30
Frazier Financial Advisors, LLC 0 $0 Sold out 2026-06-30
Godfrey Financial Associates, Inc. 0 $0 Sold out 2026-06-30
TOTH FINANCIAL ADVISORY CORP 0 $0 Sold out 2026-06-30
NOMURA ASSET MANAGEMENT CO LTD 0 $0 Sold out 0.00% 2026-06-30