← All institutions

Institutional Holdings

RELX

Ownership Summary

Institutions Holding
466
Total Shares Held
84,294,847
Total Value Held
$2,593,682,481
Quarter
2026-06-30

Active Positions

Increased Positions
148
38,501,907 shares
Decreased Positions
144
41,307,829 shares
Held Positions
52
397,580 shares
New Positions
57
4,087,531 shares
Sold Out Positions
65
1,576,300 shares
Institution Shares Value Change % of Portfolio Reported
Capital International Investors 8,778,272 $276,902,346 ▲ +47,671 0.06% 2026-06-30
MORGAN STANLEY 6,573,937 $208,196,660 ▲ +274,528 0.01% 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 6,275,899 $198,757,721 ▲ +2,023,855 0.09% 2026-06-30
BANK OF AMERICA CORP /DE/ 3,884,884 $123,034,268 ▼ -295,150 0.01% 2026-06-30
GOLDMAN SACHS GROUP INC 3,578,684 $113,336,914 ▼ -170,555 0.01% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 3,284,284 $104,007,668 ▼ -12,763 0.02% 2026-06-30
LAZARD ASSET MANAGEMENT LLC 3,008,847 $95,290,196 ▼ -31,370 0.14% 2026-06-30
NORTHERN TRUST CORP 2,539,509 $80,426,250 ▼ -488,939 0.01% 2026-06-30
BlackRock, Inc. 2,302,990 $72,935,692 ▼ -107,627 0.00% 2026-06-30
FMR LLC 2,186,039 $69,231,887 ▼ -1,275,057 0.00% 2026-06-30
RAYMOND JAMES FINANCIAL INC 2,025,642 $64,152,097 ▼ -146,134 0.02% 2026-06-30
Aviso Financial Inc. 1,791,223 $56,728,032 ▼ -5,990 1.97% 2026-06-30
CAUSEWAY CAPITAL MANAGEMENT LLC 1,762,329 $55,812,945 ▼ -544,080 0.60% 2026-06-30
ROYAL BANK OF CANADA 1,728,027 $54,727,000 ▼ -8,268 0.01% 2026-06-30
CAPITAL COUNSEL LLC/NY 1,526,040 $48,329,687 New position 1.89% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 1,498,208 $47,447,581 ▼ -123,548 0.01% 2026-06-30
WELLS FARGO & COMPANY/MN 1,383,890 $43,827,795 ▲ +12,366 0.01% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 1,322,800 $41,456,994 ▲ +124,667 0.02% 2026-06-30
MILLENNIUM MANAGEMENT LLC 1,267,235 $40,133,332 ▼ -8,651 0.01% 2026-06-30
1832 Asset Management L.P. 1,198,809 $37,966,281 ▼ -55,297 0.02% 2026-06-30
JPMORGAN CHASE & CO 1,147,489 $35,904,995 ▼ -44,014 0.00% 2026-06-30
ALLIANCEBERNSTEIN L.P. 1,064,978 $35,304,021 ▲ +17,711 0.01% 2026-06-30
First Eagle Investment Management, LLC 1,040,886 $32,964,875 ▲ +238,750 0.05% 2026-06-30
JANE STREET GROUP, LLC 926,993 $29,357,868 ▲ +875,109 0.00% 2026-06-30
Optiver Holding B.V. 903,778 $28,622,649 ▲ +717,307 0.01% 2026-06-30
TWO SIGMA INVESTMENTS, LP 886,341 $28,070,419 ▼ -437,470 0.02% 2026-06-30
AMERICAN CENTURY COMPANIES INC 802,113 $25,402,919 ▲ +103,158 0.01% 2026-06-30
CITADEL ADVISORS LLC 773,123 $24,484,806 ▼ -83,250 0.00% 2026-06-30
Invesco Ltd. 665,508 $21,076,627 New position 0.00% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 506,130 $16,029,137 ▼ -482,200 0.02% 2026-06-30
SEI INVESTMENTS CO 463,314 $14,675,852 ▼ -65,540 0.01% 2026-06-30
Quantinno Capital Management LP 450,539 $14,268,599 ▲ +92,314 0.02% 2026-06-30
Point72 Asset Management, L.P. 416,283 $13,183,683 ▲ +232,687 0.01% 2026-06-30
TD Waterhouse Canada Inc. 352,742 $11,071,831 ▼ -20,566 0.03% 2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 345,285 $10,935,176 ▲ +45,506 0.05% 2026-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 343,794 $10,887,969 ▲ +72,312 0.00% 2026-06-30
MARSHALL WACE, LLP 343,547 $10,880,133 ▲ +25,311 0.01% 2026-06-30
Pathstone Holdings, LLC 339,641 $10,756,437 ▼ -107,267 0.03% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 320,613 $10,153,814 ▲ +12,732 0.00% 2026-06-30
UBS Group AG 317,874 $10,067,069 ▲ +25,422 0.00% 2026-06-30
Northwest & Ethical Investments L.P. 281,698 $8,921,376 ▲ +18,058 0.21% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 270,941 $8,580,701 ▲ +207,135 0.00% 2026-06-30
ASSETMARK, INC 260,559 $8,251,899 ▲ +76,440 0.01% 2026-06-30
River Road Asset Management, LLC 242,449 $7,678,360 ▼ -10,374 0.09% 2026-06-30
Creative Planning 239,729 $7,592,227 ▼ -6,729 0.00% 2026-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC 238,080 $7,539,994 ▼ -221,985 0.03% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 220,441 $6,981,358 ▲ +84,862 0.00% 2026-06-30
NewEdge Wealth, LLC 217,919 $6,901,484 ▲ +2,237 0.07% 2026-06-30
LPL Financial LLC 211,154 $6,687,252 ▲ +8,091 0.00% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 206,979 $6,555,025 ▲ +6,708 0.00% 2026-06-30
FIRST TRUST ADVISORS LP 184,079 $5,829,775 ▲ +25,669 0.00% 2026-06-30
Pictet North America Advisors SA 180,566 $5,718,525 New position 0.50% 2026-06-30
Narwhal Capital Management 177,412 $5,618,638 ▲ +8,469 0.39% 2026-06-30
XTX Topco Ltd 172,858 $5,474,413 New position 0.07% 2026-06-30
Capital International, Inc./CA/ 171,423 $5,428,966 Unchanged 0.04% 2026-06-30
Crossmark Global Holdings, Inc. 166,930 $5,286,673 ▼ -2,732 0.07% 2026-06-30
Militia Capital Management LLC 160,000 $5,067,200 New position 0.15% 2026-06-30
LOGAN CAPITAL MANAGEMENT INC 155,883 $4,936,825 ▲ +29,458 0.18% 2026-06-30
Hamilton Point Investment Advisors, LLC 155,476 $4,923,916 ▼ -1,091 0.69% 2026-06-30
Evelyn Partners Group Ltd 153,281 $4,854,409 New position 0.01% 2026-06-30
Allspring Global Investments Holdings, LLC 154,167 $4,837,761 ▼ -5,514 0.01% 2026-06-30
TODD ASSET MANAGEMENT LLC 151,660 $4,803,072 New position 0.09% 2026-06-30
Blue Zone Wealth Advisors, LLC 133,796 $4,237,319 ▼ -1,059 0.74% 2026-06-30
Timber Creek Capital Management LLC 133,407 $4,224,987 ▼ -4,362 0.86% 2026-06-30
STIFEL FINANCIAL CORP 132,467 $4,195,077 ▼ -2,042 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 129,214 $4,092,212 ▼ -253,731 0.01% 2026-06-30
RITHOLTZ WEALTH MANAGEMENT 127,712 $4,044,647 ▲ +2,738 0.06% 2026-06-30
QRG CAPITAL MANAGEMENT, INC. 120,475 $3,815,457 ▲ +17,550 0.03% 2026-06-30
Vestmark Advisory Solutions, Inc. 120,041 $3,801,683 ▼ -47,430 0.04% 2026-06-30
Vident Advisory, LLC 117,654 $3,726,106 ▲ +82,436 0.03% 2026-06-30
Advisors Capital Management, LLC 117,448 $3,719,582 ▼ -35,371 0.04% 2026-06-30
OPPENHEIMER ASSET MANAGEMENT INC. 116,951 $3,703,839 ▼ -40,085 0.04% 2026-06-30
Cerity Partners LLC 115,591 $3,660,732 ▼ -8,646 0.00% 2026-06-30
Orion Porfolio Solutions, LLC 112,750 $3,570,790 ▼ -3,853 0.03% 2026-06-30
US BANCORP DE U.S. BANCORP 111,231 $3,522,686 ▼ -8,512 0.00% 2026-06-30
LMR Partners LLP 105,500 $3,341,185 New position 0.01% 2026-06-30
Nuveen, LLC 103,792 $3,287,084 New position 0.00% 2026-06-30
CAPITAL FUND MANAGEMENT S.A. 102,872 $3,257,956 ▼ -58,779 0.01% 2026-06-30
MML INVESTORS SERVICES, LLC 100,980 $3,198,022 ▲ +27,486 0.01% 2026-06-30
BANK OF MONTREAL /CAN/ 100,631 $3,186,984 ▼ -486,011 0.00% 2026-06-30
Vanguard Personalized Indexing Management, LLC 100,105 $3,170,325 ▲ +2,474 0.03% 2026-06-30
DV EQUITIES, LLC 97,209 $3,078,609 ▲ +97,192 0.44% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 96,301 $3,049,853 ▲ +6,860 0.00% 2026-06-30
ABC ARBITRAGE SA 90,026 $2,851,123 New position 0.31% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 82,729 $2,620,025 ▲ +37,745 0.00% 2026-06-30
PNC Financial Services Group, Inc. 82,387 $2,609,195 ▼ -5,410 0.00% 2026-06-30
Motley Fool Asset Management LLC 82,000 $2,596,940 ▼ -3,600 0.10% 2026-06-30
Laird Norton Wetherby Trust Company, LLC 81,498 $2,581,041 ▼ -3,948 0.05% 2026-06-30
Cetera Investment Advisers 81,398 $2,577,865 ▼ -15,932 0.00% 2026-06-30
Callan Family Office, LLC 80,400 $2,546,277 ▲ +7,476 0.05% 2026-06-30
Sanctuary Advisors, LLC 77,771 $2,463,021 ▲ +5,725 0.01% 2026-06-30
SIMPLEX TRADING, LLC 77,754 $2,462,469 ▲ +19,408 0.00% 2026-06-30
Mariner, LLC 77,517 $2,454,783 ▼ -20,502 0.00% 2026-06-30
Rockefeller Capital Management L.P. 74,808 $2,369,235 ▼ -416,395 0.00% 2026-06-30
Cresset Asset Management, LLC 70,058 $2,201,973 ▲ +62,912 0.01% 2026-06-30
Apollon Wealth Management, LLC 69,524 $2,201,840 ▲ +59,345 0.03% 2026-06-30
LGT Group Foundation 69,066 $2,187,320 ▼ -4,982 0.02% 2026-06-30
Tower Research Capital LLC (TRC) 66,760 $2,114,290 ▲ +63,752 0.05% 2026-06-30
Quadrature Capital Ltd 63,887 $2,023,301 ▼ -34,603 0.02% 2026-06-30
Vise Technologies, Inc. 60,270 $1,908,761 ▲ +15,305 0.02% 2026-06-30
Summerhill Capital Management lnc. 59,648 $1,889,052 ▲ +2,941 1.51% 2026-06-30
Focus Partners Wealth 59,234 $1,875,969 ▲ +6,738 0.00% 2026-06-30
Russell Investments Group, Ltd. 58,900 $1,865,370 ▲ +29,162 0.00% 2026-06-30
EAGLE GLOBAL ADVISORS LLC 54,007 $1,710,402 ▼ -295 0.06% 2026-06-30
OSAIC HOLDINGS, INC. 51,726 $1,638,237 ▼ -23,026 0.00% 2026-06-30
Henshaw Capital LLC 51,643 $1,632,102 ▲ +24,985 0.05% 2026-06-30
Kathmere Capital Management, LLC 49,199 $1,558,132 ▲ +15,695 0.08% 2026-06-30
NewEdge Advisors, LLC 47,604 $1,507,602 ▼ -18,345 0.00% 2026-06-30
Broad Run Investment Management, LLC 47,000 $1,488,490 Unchanged 0.23% 2026-06-30
&PARTNERS 46,777 $1,481,398 ▼ -13,369 0.01% 2026-06-30
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 46,354 $1,468,031 New position 0.17% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,138 $1,464,285 ▼ -11,056 0.00% 2026-06-30
GeoWealth Management, LLC 46,022 $1,457,525 ▲ +949 0.05% 2026-06-30
GC Wealth Management RIA, LLC 44,881 $1,421,381 ▲ +2,180 0.08% 2026-06-30
Arkadios Wealth Advisors 44,150 $1,398,221 ▲ +6,338 0.02% 2026-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 43,987 $1,393,069 ▲ +12,305 0.02% 2026-06-30
RHUMBLINE ADVISERS 43,914 $1,390,738 ▲ +2,508 0.00% 2026-06-30
Atria Investments, Inc 43,463 $1,376,478 ▼ -3,805 0.01% 2026-06-30
Henry James International Management Inc. 43,286 $1,370,868 ▼ -7 0.41% 2026-06-30
Maridea Wealth Management LLC 40,825 $1,292,924 ▲ +8,212 0.14% 2026-06-30
OLD MISSION CAPITAL LLC 40,788 $1,291,755 New position 0.02% 2026-06-30
Prime Capital Investment Advisors, LLC 40,668 $1,287,960 ▼ -1,261 0.01% 2026-06-30
SIGNATUREFD, LLC 40,524 $1,283,394 ▼ -1,949 0.02% 2026-06-30
Naviter Wealth, LLC 40,128 $1,270,841 ▲ +3,212 0.12% 2026-06-30
UNITED CAPITAL FINANCIAL ADVISORS, LLC 39,383 $1,247,255 ▼ -6,038 0.01% 2026-06-30
EARNEST PARTNERS LLC 39,233 $1,242,509 ▼ -914 0.00% 2026-06-30
Verdence Capital Advisors LLC 39,076 $1,237,547 ▼ -1,816 0.06% 2026-06-30
SCOTIA CAPITAL INC. 38,798 $1,228,757 ▼ -23,432 0.00% 2026-06-30
IEQ CAPITAL, LLC 38,486 $1,218,843 ▲ +5,088 0.01% 2026-06-30
ELEVATION POINT WEALTH PARTNERS, LLC 38,210 $1,210,116 ▼ -3,922 0.02% 2026-06-30
Demars Financial Group, LLC 38,053 $1,205,139 ▲ +21,403 0.33% 2026-06-30
GUARDCAP ASSET MANAGEMENT Ltd 38,023 $1,204,188 ▲ +148 0.09% 2026-06-30
Corient Private Wealth LP 37,744 $1,195,366 ▼ -2,446 0.00% 2026-06-30
TORONTO DOMINION BANK 37,680 $1,192,000 ▲ +2,150 0.00% 2026-06-30
Aaron Wealth Advisors LLC 36,976 $1,171,030 ▲ +2,161 0.06% 2026-06-30
STATE STREET CORP 36,340 $1,150,888 Unchanged 0.00% 2026-06-30
Caprock Group, LLC 35,613 $1,127,887 ▼ -2,192 0.02% 2026-06-30
M&T Bank Corp 34,858 $1,104,270 ▲ +1,529 0.00% 2026-06-30
GTS SECURITIES LLC 33,939 $1,074,848 New position 0.02% 2026-06-30
KEYBANK NATIONAL ASSOCIATION/OH 31,702 $1,003,995 ▲ +10,182 0.00% 2026-06-30
Sequoia Financial Advisors, LLC 31,401 $994,467 ▼ -19,261 0.00% 2026-06-30
IMC-Chicago, LLC 31,040 $983,037 ▲ +21,640 0.00% 2026-06-30
CITIGROUP INC 29,639 $938,661 ▲ +9,560 0.00% 2026-06-30
REGIONS FINANCIAL CORP 29,571 $936,514 ▼ -2,829 0.01% 2026-06-30
Fiera Capital Corp 28,316 $896,768 ▲ +3,154 0.00% 2026-06-30
GUGGENHEIM CAPITAL LLC 28,108 $890,180 ▼ -2,917 0.01% 2026-06-30
MATHER GROUP, LLC. 27,687 $876,847 ▼ -16 0.01% 2026-06-30
Ballentine Partners, LLC 27,222 $862,121 ▲ +6,765 0.01% 2026-06-30
Merit Financial Group, LLC 26,566 $841,354 ▼ -412 0.01% 2026-06-30
Caitong International Asset Management Co., Ltd 26,384 $835,581 ▲ +18,587 0.11% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 26,066 $825,510 ▼ -32 0.00% 2026-06-30
DKRT Investments Corp. 25,000 $791,750 Unchanged 0.19% 2026-06-30
Carnegie Investment Counsel 24,665 $781,141 ▼ -4,059 0.02% 2026-06-30
Investors Research Corp 24,450 $774,332 ▼ -775 0.14% 2026-06-30
BAILARD, INC. 23,994 $759,890 ▼ -1,779 0.02% 2026-06-30
Concurrent Investment Advisors, LLC 23,822 $754,419 ▲ +2,948 0.01% 2026-06-30
Savant Capital, LLC 22,904 $752,954 ▲ +10,089 0.00% 2026-06-30
CHOREO, LLC 22,975 $727,630 ▼ -4,465 0.01% 2026-06-30
MITCHELL & PAHL PRIVATE WEALTH, LLC 22,883 $724,707 ▲ +742 0.27% 2026-06-30
FRANKLIN RESOURCES INC 22,236 $704,218 ▲ +495 0.00% 2026-06-30
Dynamic Technology Lab Private Ltd 22,018 $698,000 ▼ -2,845 0.16% 2026-06-30
Smartleaf Asset Management LLC 22,136 $692,635 Unchanged 0.02% 2026-06-30
Compound Planning, Inc. 21,389 $677,391 ▲ +919 0.02% 2026-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21,232 $672,436 ▲ +7,928 0.00% 2026-06-30
ALPS ADVISORS INC 20,149 $638,119 ▼ -446 0.00% 2026-06-30
BENJAMIN EDWARDS INC 19,921 $630,808 ▲ +2,098 0.01% 2026-06-30
MISSION WEALTH MANAGEMENT, LP 19,494 $617,370 ▲ +1,231 0.01% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 19,263 $612,826 ▼ -748 0.00% 2026-06-30
BAROMETER CAPITAL MANAGEMENT INC. 18,900 $598,563 ▲ +1,100 0.17% 2026-06-30
Farther Finance Advisors, LLC 18,208 $576,270 ▼ -634 0.00% 2026-06-30
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 18,150 $574,797 ▲ +2,191 0.14% 2026-06-30
Ascent Group, LLC 18,023 $570,773 ▲ +1,539 0.02% 2026-06-30
Tidal Investments LLC 17,289 $547,543 ▲ +3,598 0.00% 2026-06-30
Vest Financial, LLC 17,114 $542,000 ▲ +7,808 0.01% 2026-06-30
Bleakley Financial Group, LLC 17,108 $541,800 ▲ +690 0.01% 2026-06-30
SYON CAPITAL LLC 16,920 $535,856 ▲ +3,107 0.02% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 16,713 $529,301 New position 0.00% 2026-06-30
Squarepoint Ops LLC 16,634 $526,799 New position 0.00% 2026-06-30
Ellevest, Inc. 16,489 $521,603 ▼ -4,073 0.06% 2026-06-30
Blue Trust, Inc. 16,089 $509,563 ▲ +3,152 0.01% 2026-06-30
Dorsey & Whitney Trust CO LLC 15,807 $500,607 ▼ -728 0.02% 2026-06-30
TRUIST FINANCIAL CORP 15,735 $498,335 ▼ -523 0.00% 2026-06-30
Jump Financial, LLC 15,451 $489,333 New position 0.00% 2026-06-30
Aprio Wealth Management, LLC 15,363 $486,538 ▲ +2,918 0.02% 2026-06-30
Summit Trail Advisors, LLC 15,078 $477,505 ▼ -2,563 0.01% 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 14,978 $474,346 ▼ -2,792 0.00% 2026-06-30
Legacy Wealth Asset Management, LLC 14,723 $466,277 ▲ +457 0.10% 2026-06-30
GLENMEDE TRUST CO NA 14,496 $459,088 ▼ -2 0.00% 2026-06-30
Investment Research Partners LLC 14,403 $456,143 ▲ +2,292 0.15% 2026-06-30
Lido Advisors, LLC 14,308 $453,144 ▼ -3,032 0.00% 2026-06-30
STEPHENS INC /AR/ 14,307 $453,090 ▲ +2,425 0.01% 2026-06-30
Global Retirement Partners, LLC 14,201 $449,739 ▼ -339 0.01% 2026-06-30
Plan A Wealth LLC 14,168 $448,701 ▲ +2,292 0.19% 2026-06-30
Diversify Advisory Services, LLC 12,585 $448,668 New position 0.01% 2026-06-30
DIVERSIFY WEALTH MANAGEMENT, LLC 12,585 $448,668 ▼ -2,332 0.01% 2026-06-30
Snowden Capital Advisors LLC 14,115 $447,022 ▼ -747 0.01% 2026-06-30
PROFUND ADVISORS LLC 13,996 $443,253 ▼ -404 0.01% 2026-06-30
Checchi Capital Advisers, LLC 13,902 $440,276 ▼ -105 0.02% 2026-06-30
Steward Partners Investment Advisory, LLC 13,803 $437,152 ▲ +8,019 0.00% 2026-06-30
Unique Wealth Strategies, LLC 13,239 $419,279 ▲ +141 0.15% 2026-06-30
Abel Hall, LLC 13,233 $419,089 ▲ +1,650 0.07% 2026-06-30
Gallacher Capital Management LLC 12,815 $405,864 ▼ -697 0.23% 2026-06-30
Bridgewater Advisors Inc. 11,059 $399,893 ▼ -345 0.02% 2026-06-30
Versant Capital Management, Inc 12,544 $397,268 ▲ +931 0.04% 2026-06-30
Advisors Asset Management, Inc. 12,534 $396,952 ▲ +1,725 0.01% 2026-06-30
Gotham Asset Management, LLC 12,337 $390,713 Unchanged 0.00% 2026-06-30
AMG National Trust Bank 12,181 $385,773 New position 0.01% 2026-06-30
OneDigital Investment Advisors LLC 12,073 $382,362 ▲ +363 0.00% 2026-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 12,006 $380,233 ▼ -1,071 0.00% 2026-06-30
HB Wealth Management, LLC 11,864 $375,758 ▼ -8,280 0.00% 2026-06-30
TRANSCEND CAPITAL ADVISORS, LLC 11,513 $364,617 ▲ +117 0.02% 2026-06-30
Qtron Investments LLC 11,240 $355,971 Unchanged 0.05% 2026-06-30
Phillips Wealth Planners LLC 10,720 $351,723 ▼ -58 0.26% 2026-06-30
Independent Advisor Alliance 10,766 $340,947 ▲ +524 0.01% 2026-06-30
Optas, LLC 10,727 $339,722 ▲ +632 0.05% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 10,676 $338,093 ▼ -4,658 0.03% 2026-06-30
Vontobel Holding Ltd. 10,384 $329,069 Unchanged 0.00% 2026-06-30
GAMMA Investing LLC 10,191 $322,749 ▲ +681 0.01% 2026-06-30
Pure Financial Advisors, LLC 10,129 $320,770 ▲ +3,935 0.00% 2026-06-30
MAI Capital Management 9,912 $313,912 ▲ +4,813 0.00% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,737 $308,363 ▲ +2,046 0.00% 2026-06-30
D'Orazio & Associates, Inc. 9,613 $304,444 ▲ +1,353 0.04% 2026-06-30
Keebeck Wealth Management 9,582 $303,462 ▲ +2,252 0.03% 2026-06-30
Parallel Advisors, LLC 9,416 $298,217 ▲ +3,632 0.00% 2026-06-30
PDS Planning, Inc 9,302 $294,594 ▲ +1,878 0.02% 2026-06-30
Prosperity Consulting Group, LLC 9,235 $292,472 ▼ -53,606 0.01% 2026-06-30
Arax Advisory Partners 9,176 $290,605 ▲ +7,047 0.00% 2026-06-30
XPONANCE LLC 8,735 $276,641 New position 0.00% 2026-06-30
Bayesian Capital Management, LP 8,700 $275,529 New position 0.18% 2026-06-30
Beacon Pointe Advisors, LLC 8,424 $266,788 ▼ -6,000 0.00% 2026-06-30
GROUP ONE TRADING LLC 8,072 $255,640 ▼ -33,831 0.00% 2026-06-30
Valeo Financial Advisors, LLC 8,011 $253,715 New position 0.01% 2026-06-30
Frank, Rimerman Advisors LLC 7,993 $253,138 ▲ +31 0.01% 2026-06-30
ANCHYRA PARTNERS LLC 7,854 $248,736 ▼ -70 0.06% 2026-06-30
Martin Investment Management, LLC 7,815 $247,501 Unchanged 0.08% 2026-06-30
Envestnet Portfolio Solutions, Inc. 7,780 $246,395 ▼ -1,390 0.00% 2026-06-30
Roehl & Yi Investment Advisors, LLC 7,741 $245,157 ▲ +254 0.08% 2026-06-30
Quantbot Technologies LP 7,562 $239,489 New position 0.01% 2026-06-30
Rock Point Advisors, LLC 7,560 $239,425 Unchanged 0.06% 2026-06-30
Rehmann Capital Advisory Group 7,523 $238,281 ▼ -1,362 0.01% 2026-06-30
EP Wealth Advisors, LLC 7,470 $236,565 New position 0.00% 2026-06-30
Expressive Wealth LLC 7,451 $235,973 New position 0.22% 2026-06-30
Arlington Partners LLC 7,371 $233,440 Unchanged 0.42% 2026-06-30
Five Oceans Advisors 7,351 $232,806 Unchanged 0.07% 2026-06-30
Hemenway Trust Co LLC 7,341 $232,476 ▼ -41,474 0.02% 2026-06-30
PRINCIPAL SECURITIES, INC. 6,861 $217,288 New position 0.00% 2026-06-30
Net Worth Advisory Group 6,807 $215,586 ▲ +169 0.05% 2026-06-30
PARNASSUS INVESTMENTS, LLC 6,791 $215,071 ▼ -1,943 0.00% 2026-06-30
PERSONAL CFO SOLUTIONS, LLC 6,707 $212,409 ▼ -931 0.03% 2026-06-30
FORTRESS PRIVATE LEDGER, LLC 6,661 $210,954 New position 0.06% 2026-06-30
NerdWallet Wealth Partners, LLC 6,656 $210,796 Unchanged 0.07% 2026-06-30
Clearstead Advisors, LLC 6,594 $208,833 ▼ -6,220 0.00% 2026-06-30
Tranquilli Financial Advisor LLC 6,573 $208,167 New position 0.11% 2026-06-30
Ashton Thomas Private Wealth, LLC 6,529 $206,773 ▼ -1,781 0.00% 2026-06-30
Portside Wealth Group, LLC 6,410 $203,005 New position 0.02% 2026-06-30
SAGE RHINO CAPITAL LLC 6,371 $201,770 ▼ -168 0.03% 2026-06-30
EverSource Wealth Advisors, LLC 6,260 $198,284 ▼ -1,835 0.01% 2026-06-30
PARK CIRCLE Co 4,900 $155,183 New position 0.13% 2026-06-30
BARCLAYS PLC 4,055 $128,422 New position 0.00% 2026-06-30
Grove Bank & Trust 3,581 $113,410 ▲ +708 0.01% 2026-06-30
Cromwell Holdings LLC 3,580 $113,379 Unchanged 0.05% 2026-06-30
FIFTH THIRD BANCORP 3,465 $109,737 ▼ -4,935 0.00% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 3,399 $107,646 Unchanged 0.00% 2026-06-30
Federation des caisses Desjardins du Quebec 3,181 $100,751 ▲ +1,340 0.00% 2026-06-30
Elequin Capital, LP 3,017 $95,548 ▼ -240 0.00% 2026-06-30
Axiom Investment Management LLC 3,003 $95,105 Unchanged 0.06% 2026-06-30
Colonial Trust Co / SC 2,915 $92,318 ▼ -235 0.01% 2026-06-30
GHP Investment Advisors, Inc. 2,797 $88,581 Unchanged 0.00% 2026-06-30
Allworth Financial LP 2,641 $83,646 ▼ -145 0.00% 2026-06-30
TD PRIVATE CLIENT WEALTH LLC 2,562 $81,130 ▲ +268 0.00% 2026-06-30
AMERICAN NATIONAL BANK & TRUST 2,507 $79,396 Unchanged 0.01% 2026-06-30
Integrated Wealth Concepts LLC 2,436 $77,182 New position 0.00% 2026-06-30
SBI Securities Co., Ltd. 2,411 $76,356 ▲ +328 0.00% 2026-06-30
IFP Advisors, Inc 2,301 $72,873 ▼ -362 0.00% 2026-06-30
Dunhill Financial, LLC 2,258 $71,510 New position 0.01% 2026-06-30
Owl Creek Wealth Partners LLC 2,127 $67,363 ▲ +989 0.02% 2026-06-30
V-Square Quantitative Management LLC 1,910 $60,490 ▲ +572 0.01% 2026-06-30
CVA Family Office, LLC 1,830 $57,956 ▼ -32 0.01% 2026-06-30
Cape Investment Advisory, Inc. 1,767 $55,961 New position 0.01% 2026-06-30
STANCE CAPITAL LLC 1,741 $55,149 Unchanged 0.02% 2026-06-30
ROTHSCHILD INVESTMENT LLC 1,684 $53,332 ▲ +271 0.00% 2026-06-30
NATIXIS ADVISORS, LLC 1,429,378 $45,268 ▲ +23,458 0.05% 2026-06-30
PRIVATE TRUST CO NA 1,233 $39,049 ▲ +56 0.00% 2026-06-30
Bruce G. Allen Investments, LLC 1,165 $36,896 ▼ -111 0.02% 2026-06-30
Indiana Trust & Investment Management Co 1,126 $35,660 Unchanged 0.01% 2026-06-30
HARBOUR INVESTMENTS, INC. 1,083 $34,306 ▲ +218 0.00% 2026-06-30
PALLADIEM, LLC 1,080 $34,204 Unchanged 0.03% 2026-06-30
Manchester Capital Management LLC 978 $30,974 ▼ -40 0.00% 2026-06-30
Cornerstone Planning Group LLC 893 $29,237 ▲ +154 0.00% 2026-06-30
IFG Advisory, LLC 757 $23,974 New position 0.00% 2026-06-30
UMB Bank, n.a. 744 $23,563 ▼ -15 0.00% 2026-06-30
EFG International AG 687 $21,757 ▼ -13 0.00% 2026-06-30
Ares Financial Consulting, LLC 680 $21,536 Unchanged 0.02% 2026-06-30
Harbor Asset Planning, Inc. 676 $21,409 Unchanged 0.02% 2026-06-30
Bare Financial Services, Inc 672 $21,283 ▲ +294 0.00% 2026-06-30
Heritage Wealth Advisors 627 $19,689 Unchanged 0.00% 2026-06-30
Measured Wealth Private Client Group, LLC 570 $18,052 ▼ -958 0.00% 2026-06-30
Physician Wealth Advisors, Inc. 528 $16,722 ▲ +10 0.00% 2026-06-30
True Wealth Design, LLC 513 $16,247 ▲ +338 0.00% 2026-06-30
Synergy Investment Management, LLC 429 $15,430 ▲ +341 0.00% 2026-06-30
Frazier Financial Advisors, LLC 478 $15,139 ▼ -322 0.01% 2026-06-30
Cullen/Frost Bankers, Inc. 454 $14,378 ▼ -52 0.00% 2026-06-30
Continuum Advisory, LLC 451 $14,283 New position 0.00% 2026-06-30
Silver Grove Financial Group, Inc. 440 $13,935 New position 0.01% 2026-06-30
OAKWORTH CAPITAL, INC. 439 $13,903 Unchanged 0.00% 2026-06-30
EASTERN BANK 424 $13,428 New position 0.00% 2026-06-30
LANARK FINANCIAL, INC. 417 $13,206 ▼ -2 0.00% 2026-06-30
Rossby Financial, LCC 408 $12,921 ▼ -4 0.00% 2026-06-30
HHM Wealth Advisors, LLC 406 $12,859 Unchanged 0.00% 2026-06-30
RAFFA WEALTH MANAGEMENT, LLC 384 $12,161 ▲ +24 0.00% 2026-06-30
TD Capital Management LLC 379 $12,010 ▲ +2 0.00% 2026-06-30
WPG Advisers, LLC 377 $11,940 ▼ -63 0.01% 2026-06-30
Bogart Wealth, LLC 347 $10,989 ▲ +21 0.00% 2026-06-30
Kilter Group LLC 343 $10,863 ▲ +252 0.00% 2026-06-30
JFS WEALTH ADVISORS, LLC 342 $10,832 Unchanged 0.00% 2026-06-30
Cornerstone Financial Management LLC 331 $10,483 ▲ +175 0.01% 2026-06-30
HRT FINANCIAL LP 303,784 $9,620 ▲ +83,334 0.02% 2026-06-30
Golden State Wealth Management, LLC 299 $9,501 ▲ +5 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 297 $9,406 ▲ +71 0.00% 2026-06-30
AMERIFLEX GROUP, INC. 293 $9,279 ▲ +205 0.00% 2026-06-30
Larson Financial Group LLC 276 $8,741 ▲ +24 0.00% 2026-06-30
Financial Network Wealth Advisors LLC 276 $8,741 ▲ +157 0.01% 2026-06-30
LRI Investments, LLC 257 $8,139 ▼ -7 0.00% 2026-06-30
Fairman Group, LLC 248 $7,854 Unchanged 0.01% 2026-06-30
CoreCap Advisors, LLC 240 $7,601 ▼ -4 0.00% 2026-06-30
Signature Equity Partners, LLC 232 $7,347 Unchanged 0.00% 2026-06-30
SOA Wealth Advisors, LLC. 7,148 $7,148 New position 0.00% 2026-06-30
BI Asset Management Fondsmaeglerselskab A/S 223,566 $7,080 New position 0.06% 2026-06-30
CITY HOLDING CO 223 $7,060 Unchanged 0.00% 2026-06-30
SHP Wealth Management 222 $7,031 ▼ -16 0.00% 2026-06-30
FIDUCIARY FINANCIAL ADVISORS 226 $7,031 New position 0.00% 2026-06-30
Transamerica Financial Advisors, LLC 216 $6,868 ▲ +31 0.00% 2026-06-30
FINANCIAL CONSULATE, INC 215 $6,810 ▼ -238 0.00% 2026-06-30
Whipplewood Advisors, LLC 197 $6,239 ▼ -779 0.00% 2026-06-30
BOK Financial Private Wealth, Inc. 196 $6,208 New position 0.00% 2026-06-30
Geneos Wealth Management Inc. 193 $6,112 Unchanged 0.00% 2026-06-30
Plante Moran Financial Advisors, LLC 190 $6,017 ▲ +103 0.00% 2026-06-30
Hughes Financial Services, LLC 184 $5,827 Unchanged 0.00% 2026-06-30
Bell Investment Advisors, Inc 181 $5,733 ▼ -129 0.00% 2026-06-30
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 150,590 $4,769 New position 0.03% 2026-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 146 $4,624 ▲ +90 0.00% 2026-06-30
PlanVest Financial, Inc 143 $4,529 Unchanged 0.00% 2026-06-30
First Command Advisory Services, Inc. 138 $4,371 ▲ +52 0.00% 2026-06-30
Retirement Wealth Solutions LLC 138 $4,371 ▼ -21 0.00% 2026-06-30
Wilmington Savings Fund Society, FSB 133 $4,212 Unchanged 0.00% 2026-06-30
Fortitude Family Office, LLC 132 $4,180 ▼ -4 0.00% 2026-06-30
Principia Wealth Advisory, LLC 131 $4,149 ▲ +5 0.00% 2026-06-30
Cassaday & Co Wealth Management LLC 121 $3,833 ▼ -535 0.00% 2026-06-30
MV CAPITAL MANAGEMENT, INC. 118 $3,738 ▲ +62 0.00% 2026-06-30
CALDWELL SUTTER CAPITAL, INC. 114 $3,610 Unchanged 0.00% 2026-06-30
WealthCollab, LLC 106 $3,358 ▼ -28 0.00% 2026-06-30
Addison Advisors LLC 101 $3,199 ▼ -3,735 0.00% 2026-06-30
Atlantic Union Bankshares Corp 100 $3,167 ▼ -339 0.00% 2026-06-30
Essential Partners LLC 99 $3,135 Unchanged 0.00% 2026-06-30
Strategic Wealth Partners, Ltd. 98 $3,104 Unchanged 0.00% 2026-06-30
HighMark Wealth Management LLC 97 $3,064 ▲ +19 0.00% 2026-06-30
Bayforest Capital Ltd 91 $2,882 ▲ +67 0.00% 2026-06-30
Beaird Harris Wealth Management, LLC 90 $2,851 Unchanged 0.00% 2026-06-30
Arlington Trust Co LLC 89 $2,819 Unchanged 0.00% 2026-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 85 $2,692 ▲ +31 0.00% 2026-06-30
American Capital Advisory, LLC 84 $2,661 ▲ +60 0.00% 2026-06-30
Downshift Financial, LLC 84 $2,660 New position 0.00% 2026-06-30
Aventura Private Wealth, LLC 82 $2,597 New position 0.00% 2026-06-30
Lester Murray Antman dba SimplyRich 74,441 $2,357 New position 0.55% 2026-06-30
Glen Eagle Advisors, LLC 70 $2,217 New position 0.00% 2026-06-30
Asset Dedication, LLC 66 $2,091 Unchanged 0.00% 2026-06-30
SIT INVESTMENT ASSOCIATES INC 64,134 $2,031 ▼ -1,404 0.04% 2026-06-30
Pacifica Partners Inc. 63 $2,012 Unchanged 0.00% 2026-06-30
Lodestone Wealth Management LLC 60 $1,900 Unchanged 0.00% 2026-06-30
HIGHLINE WEALTH PARTNERS LLC 57 $1,805 ▲ +10 0.00% 2026-06-30
HM PAYSON & CO 56 $1,774 Unchanged 0.00% 2026-06-30
Quent Capital, LLC 55 $1,742 ▲ +48 0.00% 2026-06-30
Key Financial Inc 49 $1,552 Unchanged 0.00% 2026-06-30
Highland Investment Advisors LLC 48 $1,520 New position 0.00% 2026-06-30
HANTZ FINANCIAL SERVICES, INC. 46,856 $1,484 ▼ -1,472 0.02% 2026-06-30
Ancora Advisors LLC 44 $1,393 ▼ -541 0.00% 2026-06-30
Keating Financial Advisory Services, Inc. 44 $1,393 New position 0.00% 2026-06-30
HARBOR INVESTMENT ADVISORY, LLC 43 $1,362 Unchanged 0.00% 2026-06-30
Burk Holdings LLC 36 $1,140 Unchanged 0.00% 2026-06-30
Allied Private Wealth LLC 34 $1,089 New position 0.00% 2026-06-30
HALBERT HARGROVE GLOBAL ADVISORS, LLC 30 $966 New position 0.00% 2026-06-30
FLOW TRADERS U.S. LLC 28,576 $905 New position 0.04% 2026-06-30
CENTRAL TRUST Co 26 $824 Unchanged 0.00% 2026-06-30
PARK AVENUE SECURITIES LLC 24,295 $769 ▼ -8,727 0.00% 2026-06-30
Caldwell Trust Co 20 $633 New position 0.00% 2026-06-30
JPL Wealth Management, LLC 19 $602 ▲ +11 0.00% 2026-06-30
Trifecta Capital Advisors, LLC 18 $571 New position 0.00% 2026-06-30
Caitlin John, LLC 18 $570 Unchanged 0.00% 2026-06-30
Buck Wealth Strategies, LLC 17 $538 New position 0.00% 2026-06-30
North Star Investment Management Corp. 16 $507 ▼ -59 0.00% 2026-06-30
Pacer Advisors, Inc. 14,311 $449 ▼ -223 0.00% 2026-06-30
Monetary Solutions, Ltd 14 $443 New position 0.00% 2026-06-30
Rosenberg Matthew Hamilton 13 $412 Unchanged 0.00% 2026-06-30
Cambridge Investment Research Advisors, Inc. 9,659 $306 ▲ +144 0.00% 2026-06-30
Virtu Financial LLC 6,526 $207 New position 0.01% 2026-06-30
SG Americas Securities, LLC 5,711 $181 ▼ -3,838 0.00% 2026-06-30
Abound Wealth Management 3 $96 Unchanged 0.00% 2026-06-30
Mosley Wealth Management 3 $95 New position 0.00% 2026-06-30
Cheviot Value Management, LLC 2 $63 Unchanged 0.00% 2026-06-30
Capital Analysts, LLC 283 $9 Unchanged 0.00% 2026-06-30
CX Institutional 42 $1 ▼ -161 0.00% 2026-06-30
SCS Capital Management LLC 0 $0 Sold out 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0 $0 Sold out 2026-06-30
Aquatic Capital Management LLC 0 $0 Sold out 2026-06-30
Motley Fool Wealth Management, LLC 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
CenterStar Asset Management, LLC 0 $0 Sold out 2026-06-30
TEALWOOD ASSET MANAGEMENT INC 0 $0 Sold out 2026-06-30
Fiduciary Trust Co 0 $0 Sold out 2026-06-30
Graham Capital Management, L.P. 0 $0 Sold out 2026-06-30
NOVEM GROUP 0 $0 Sold out 2026-06-30
AKO CAPITAL LLP 0 $0 Sold out 2026-06-30
Marshall Financial Group, LLC 0 $0 Sold out 2026-06-30
LMCG INVESTMENTS, LLC 0 $0 Sold out 2026-06-30
PINEBRIDGE INVESTMENTS LLC 0 $0 Sold out 2026-06-30
Engineers Gate Manager LP 0 $0 Sold out 2026-06-30
YOUSIF CAPITAL MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
Campbell & CO Investment Adviser LLC 0 $0 Sold out 2026-06-30
Strategic Global Advisors, LLC 0 $0 Sold out 2026-06-30
Private Advisor Group, LLC 0 $0 Sold out 2026-06-30
AXQ CAPITAL, LP 0 $0 Sold out 2026-06-30
Calamos Advisors LLC 0 $0 Sold out 2026-06-30
KESTRA PRIVATE WEALTH SERVICES, LLC 0 $0 Sold out 2026-06-30
NATURAL INVESTMENTS, LLC 0 $0 Sold out 2026-06-30
CIDEL ASSET MANAGEMENT INC 0 $0 Sold out 2026-06-30
Bridgefront Capital, LLC 0 $0 Sold out 2026-06-30
Baker Chad R 0 $0 Sold out 2026-06-30
Whalen Wealth Management Inc. 0 $0 Sold out 2026-06-30
Heritage Family Offices, LLP 0 $0 Sold out 2026-06-30
CERTIOR FINANCIAL GROUP, LLC 0 $0 Sold out 2026-06-30
OpenArc Corporate Advisory, LLC 0 $0 Sold out 2026-06-30
R Squared Ltd 0 $0 Sold out 2026-06-30
SmartHarvest Portfolios, LLC 0 $0 Sold out 2026-06-30
DEARBORN PARTNERS LLC 0 $0 Sold out 2026-06-30
May Hill Capital, LLC 0 $0 Sold out 2026-06-30
PANAGORA ASSET MANAGEMENT INC 0 $0 Sold out 2026-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 $0 Sold out 2026-06-30
SAGESPRING WEALTH PARTNERS, LLC 0 $0 Sold out 2026-06-30
Voleon Capital Management LP 0 $0 Sold out 2026-06-30
Diversified Enterprises, LLC 0 $0 Sold out 2026-06-30
ACORN CREEK CAPITAL LLC 0 $0 Sold out 2026-06-30
FLPUTNAM INVESTMENT MANAGEMENT CO 0 $0 Sold out 2026-06-30
HANCOCK WHITNEY CORP 0 $0 Sold out 2026-06-30
Fulton Bank, N.A. 0 $0 Sold out 2026-06-30
Nilsine Partners, LLC 0 $0 Sold out 2026-06-30
Kestra Advisory Services, LLC 0 $0 Sold out 2026-06-30
PUZO MICHAEL J 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
TFC Financial Management, Inc. 0 $0 Sold out 2026-06-30
HOLLENCREST CAPITAL MANAGEMENT 0 $0 Sold out 2026-06-30
C WorldWide Group Holding A/S 0 $0 Sold out 2026-06-30
TWIN PEAKS WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30
Destiny Wealth Partners, LLC 0 $0 Sold out 2026-06-30
Annis Gardner Whiting Capital Advisors, LLC 0 $0 Sold out 2026-06-30
Intentional Wealth Strategies, LLC 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
Innovative Asset Advisors Group, LLC 0 $0 Sold out 2026-06-30
SJS Investment Consulting Inc. 0 $0 Sold out 2026-06-30
Godfrey Financial Associates, Inc. 0 $0 Sold out 2026-06-30
Raleigh Capital Management Inc. 0 $0 Sold out 2026-06-30
Wealth Science Advisors LLC 0 $0 Sold out 2026-06-30
Stone House Investment Management, LLC 0 $0 Sold out 2026-06-30
ALBION FINANCIAL GROUP /UT 0 $0 Sold out 2026-06-30
Trust Co 0 $0 Sold out 2026-06-30
Triumph Capital Management 0 $0 Sold out 2026-06-30
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30