← All institutions
Institutional Holdings
RROwnership Summary
Institutions Holding
212
Total Shares Held
78,158,887
Total Value Held
$164,170,326
Quarter
2026-06-30
Active Positions
Increased Positions
66
44,270,371 shares
Decreased Positions
43
16,087,842 shares
Held Positions
31
276,376 shares
New Positions
39
17,524,298 shares
Sold Out Positions
33
4,117,488 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,177,129 | $32,023,742 | ▲ +2,713,788 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,576,161 | $13,875,700 | New position | 0.00% | 2026-06-30 |
| STATE STREET CORP | 6,007,899 | $12,676,667 | ▲ +1,465,296 | 0.00% | 2026-06-30 |
| Davidson Kempner Capital Management LP | 5,000,000 | $10,550,000 | New position | 0.13% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 4,585,654 | $9,677,886 | ▲ +701,428 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,694,512 | $7,795,420 | ▼ -2,625,548 | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 3,067,710 | $6,472,868 | ▼ -124,382 | 0.00% | 2026-06-30 |
| UBS Group AG | 1,664,078 | $3,511,205 | ▲ +766,126 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 1,645,100 | $3,471,161 | ▼ -831,660 | 0.00% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,635,961 | $3,444,084 | ▲ +115,306 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 1,598,954 | $3,373,793 | ▼ -248,822 | 0.00% | 2026-06-30 |
| ExodusPoint Capital Management, LP | 1,492,556 | $3,156,824 | New position | 0.02% | 2026-06-30 |
| NORTHERN TRUST CORP | 1,470,681 | $3,103,138 | ▲ +179,536 | 0.00% | 2026-06-30 |
| Walleye Trading LLC | 1,350,540 | $2,849,639 | ▲ +636,022 | 0.00% | 2026-06-30 |
| Themes Management Co LLC | 1,332,890 | $2,812,398 | ▲ +865,860 | 1.86% | 2026-06-30 |
| JANE STREET GROUP, LLC | 1,307,700 | $2,759,247 | ▲ +1,122,900 | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,255,045 | $2,648,145 | New position | 0.00% | 2026-06-30 |
| IMC-Chicago, LLC | 1,164,989 | $2,458,127 | ▲ +360,454 | 0.00% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 1,124,240 | $2,372,146 | ▼ -1,113,741 | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 1,053,737 | $2,223,385 | ▼ -649,755 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 1,044,453 | $2,203,796 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 1,015,657 | $2,143,036 | ▼ -214,152 | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 903,101 | $1,905,543 | ▲ +162,600 | 0.00% | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | 758,967 | $1,601,420 | New position | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 713,462 | $1,505,405 | ▲ +586,179 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 713,205 | $1,504,863 | ▲ +13,457 | 0.00% | 2026-06-30 |
| Bank of New York Mellon Corp | 590,288 | $1,245,509 | ▲ +182,264 | 0.00% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 553,356 | $1,167,581 | ▲ +82,897 | 0.00% | 2026-06-30 |
| PEAK6 LLC | 457,780 | $965,916 | ▼ -418,581 | 0.00% | 2026-06-30 |
| LPL Financial LLC | 447,771 | $944,797 | ▲ +269,634 | 0.00% | 2026-06-30 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 445,404 | $939,802 | ▲ +154,897 | 0.00% | 2026-06-30 |
| Vontobel Holding Ltd. | 417,362 | $880,634 | ▲ +59,013 | 0.00% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 202,879 | $845,855 | ▲ +199 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 380,089 | $801,988 | ▼ -695,858 | 0.00% | 2026-06-30 |
| Swiss National Bank | 368,500 | $777,535 | ▲ +56,200 | 0.00% | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 342,715 | $723,129 | New position | 0.00% | 2026-06-30 |
| Headlands Technologies LLC | 333,309 | $703,282 | ▼ -121,227 | 0.07% | 2026-06-30 |
| AlphaCentric Advisors LLC | 300,000 | $633,000 | ▲ +50,000 | 0.54% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 276,484 | $583,382 | ▼ -273,789 | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 263,317 | $555,599 | ▼ -92,583 | 0.00% | 2026-06-30 |
| Point72 Asset Management, L.P. | 252,800 | $533,408 | ▼ -302,966 | 0.00% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 251,542 | $525,723 | ▲ +213,200 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 200,661 | $423,394 | ▲ +91,890 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 195,588 | $412,691 | ▲ +126,690 | 0.01% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 192,267 | $405,683 | ▲ +37,348 | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 187,741 | $396,127 | ▲ +40,666 | 0.00% | 2026-06-30 |
| Engineers Gate Manager LP | 160,633 | $338,936 | New position | 0.00% | 2026-06-30 |
| CITIGROUP INC | 158,479 | $334,391 | ▼ -29,126 | 0.00% | 2026-06-30 |
| Voleon Capital Management LP | 139,747 | $294,866 | New position | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 136,302 | $269,878 | ▲ +18,337 | 0.00% | 2026-06-30 |
| CHILDRESS CAPITAL ADVISORS, LLC | 120,438 | $254,124 | ▲ +438 | 0.04% | 2026-06-30 |
| MetLife Investment Management, LLC | 116,319 | $245,433 | ▲ +60,752 | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 110,628 | $233,425 | ▼ -19,816 | 0.00% | 2026-06-30 |
| VANGUARD ASSET MANAGEMENT, Ltd | 105,132 | $221,829 | New position | 0.00% | 2026-06-30 |
| Walleye Capital LLC | 99,147 | $209,200 | New position | 0.00% | 2026-06-30 |
| Invesco Ltd. | 99,025 | $208,942 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 88,059 | $185,792 | ▲ +759 | 0.00% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 84,765 | $178,854 | ▲ +5,325 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 83,066 | $175,269 | ▲ +14,095 | 0.02% | 2026-06-30 |
| Jupiter Topco LLC | 77,500 | $163,913 | New position | 0.00% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 73,841 | $155,805 | ▲ +17,258 | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 72,487 | $152,948 | ▲ +52,480 | 0.01% | 2026-06-30 |
| Russell Investments Group, Ltd. | 65,551 | $138,312 | ▲ +36,087 | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 63,396 | $133,766 | ▲ +23,455 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 62,703 | $132,303 | New position | 0.00% | 2026-06-30 |
| Wealthfront Advisers LLC | 61,961 | $130,738 | ▲ +25,092 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 56,519 | $119,255 | ▲ +16,444 | 0.00% | 2026-06-30 |
| Squarepoint Ops LLC | 56,387 | $118,977 | ▼ -70,026 | 0.00% | 2026-06-30 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,200 | $116,472 | ▼ -41,509 | 0.00% | 2026-06-30 |
| ARIZONA STATE RETIREMENT SYSTEM | 50,678 | $106,931 | ▲ +7,169 | 0.00% | 2026-06-30 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 49,140 | $103,685 | ▲ +3,996 | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 48,300 | $101,913 | Unchanged | 0.00% | 2026-06-30 |
| INTECH INVESTMENT MANAGEMENT LLC | 45,735 | $96,501 | ▲ +5,425 | 0.00% | 2026-06-30 |
| J.W. COLE ADVISORS, INC. | 44,100 | $93,051 | New position | 0.00% | 2026-06-30 |
| Vanguard Investments Australia, Ltd. | 40,809 | $86,107 | New position | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 40,444 | $85,337 | ▼ -240,538 | 0.00% | 2026-06-30 |
| Creative Planning | 35,979 | $75,915 | ▲ +7,361 | 0.00% | 2026-06-30 |
| VOYA INVESTMENT MANAGEMENT LLC | 35,814 | $75,568 | ▲ +7,672 | 0.00% | 2026-06-30 |
| KLP KAPITALFORVALTNING AS | 34,000 | $71,740 | Unchanged | 0.00% | 2026-06-30 |
| SEI INVESTMENTS CO | 33,760 | $71,239 | ▼ -79 | 0.00% | 2026-06-30 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 31,166 | $65,760 | Unchanged | 0.00% | 2026-06-30 |
| Independent Advisor Alliance | 29,970 | $63,237 | ▲ +5,600 | 0.00% | 2026-06-30 |
| PRUDENTIAL FINANCIAL INC | 28,645 | $60,441 | ▲ +4,210 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 28,537 | $60,213 | ▼ -7,388 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 28,674 | $60,000 | ▲ +7,577 | 0.00% | 2026-06-30 |
| Private Advisor Group, LLC | 28,308 | $59,731 | ▼ -6,844 | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 28,083 | $59,254 | ▼ -16,138 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 29,782 | $57,777 | ▲ +2,779 | 0.00% | 2026-06-30 |
| R Squared Ltd | 27,108 | $57,198 | ▲ +15,301 | 0.03% | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | 26,764 | $56,472 | ▲ +1,942 | 0.00% | 2026-06-30 |
| Pictet Asset Management Holding SA | 26,481 | $55,875 | Unchanged | 0.00% | 2026-06-30 |
| KINGSWOOD WEALTH ADVISORS, LLC | 25,600 | $54,016 | New position | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 25,203 | $53,179 | ▲ +625 | 0.00% | 2026-06-30 |
| ProShare Advisors LLC | 24,498 | $51,691 | ▼ -68 | 0.00% | 2026-06-30 |
| STATE OF WISCONSIN INVESTMENT BOARD | 22,734 | $47,969 | ▲ +7,878 | 0.00% | 2026-06-30 |
| Murphy & Mullick Capital Management Corp | 21,750 | $45,894 | Unchanged | 0.03% | 2026-06-30 |
| Marex Group Ltd | 21,700 | $45,787 | ▼ -1,044 | 0.00% | 2026-06-30 |
| VICTORY CAPITAL MANAGEMENT INC | 21,005 | $44,321 | ▲ +416 | 0.00% | 2026-06-30 |
| Valeo Financial Advisors, LLC | 21,000 | $44,310 | New position | 0.00% | 2026-06-30 |
| WealthPlan Investment Management, LLC | 20,828 | $43,947 | Unchanged | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 22,927 | $43,426 | ▼ -5,211 | 0.00% | 2026-06-30 |
| Centiva Capital, LP | 20,000 | $42,200 | ▼ -9,483 | 0.00% | 2026-06-30 |
| ONCE CAPITAL MANAGEMENT, LLC | 20,000 | $42,200 | Unchanged | 0.00% | 2026-06-30 |
| CHOREO, LLC | 19,257 | $40,633 | New position | 0.00% | 2026-06-30 |
| XPONANCE LLC | 17,962 | $37,900 | ▲ +3,095 | 0.00% | 2026-06-30 |
| NorthCrest Asset Manangement, LLC | 21,179 | $37,699 | New position | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 17,182 | $36,250 | ▼ -14,175 | 0.00% | 2026-06-30 |
| Jain Global LLC | 17,148 | $36,182 | New position | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 16,982 | $35,832 | ▲ +4,542 | 0.00% | 2026-06-30 |
| CAPITAL ADVISORS INC/OK | 16,398 | $34,600 | ▲ +482 | 0.00% | 2026-06-30 |
| FMR LLC | 15,827 | $33,395 | ▼ -4,805 | 0.00% | 2026-06-30 |
| Key Client Fiduciary Advisors, LLC | 15,190 | $32,051 | ▲ +1,648 | 0.01% | 2026-06-30 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 15,000 | $31,650 | Unchanged | 0.01% | 2026-06-30 |
| Straight Path Wealth Management | 14,200 | $29,962 | Unchanged | 0.01% | 2026-06-30 |
| GRIFFIN ASSET MANAGEMENT, INC. | 14,010 | $29,561 | Unchanged | 0.00% | 2026-06-30 |
| AXQ CAPITAL, LP | 13,890 | $29,308 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 13,832 | $29,186 | ▼ -498 | 0.00% | 2026-06-30 |
| LAZARI CAPITAL MANAGEMENT, INC. | 13,500 | $28,485 | New position | 0.01% | 2026-06-30 |
| Cerity Partners LLC | 12,410 | $26,186 | New position | 0.00% | 2026-06-30 |
| Concurrent Investment Advisors, LLC | 12,081 | $25,491 | ▼ -1,734 | 0.00% | 2026-06-30 |
| M&T Bank Corp | 11,811 | $24,921 | New position | 0.00% | 2026-06-30 |
| HSBC HOLDINGS PLC | 11,370 | $23,877 | ▼ -386 | 0.00% | 2026-06-30 |
| Quantbot Technologies LP | 11,129 | $23,482 | ▼ -32,133 | 0.00% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11,200 | $23,072 | ▼ -20,000 | 0.00% | 2026-06-30 |
| IHT Wealth Management, LLC | 10,506 | $22,168 | ▼ -1,030 | 0.00% | 2026-06-30 |
| CIBC Bancorp USA Inc. | 10,431 | $22,009 | ▼ -2,447 | 0.00% | 2026-06-30 |
| Virtue Capital Management, LLC | 10,000 | $21,100 | Unchanged | 0.00% | 2026-06-30 |
| Venture Visionary Partners LLC | 10,000 | $21,100 | New position | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 8,000 | $16,880 | ▼ -680 | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 7,388 | $15,589 | ▲ +3,522 | 0.00% | 2026-06-30 |
| Luminist Capital LLC | 4,500 | $9,495 | Unchanged | 0.01% | 2026-06-30 |
| NFSG Corp | 4,120 | $8,693 | ▼ -1,580 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 4,063 | $8,573 | ▲ +2,893 | 0.00% | 2026-06-30 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,045 | $8,535 | New position | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 4,000 | $8,440 | New position | 0.00% | 2026-06-30 |
| Transce3nd, LLC | 4,746 | $8,163 | Unchanged | 0.07% | 2026-06-30 |
| Sterling Capital Management LLC | 3,771 | $7,957 | ▲ +2,671 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 3,306 | $6,977 | ▲ +2,849 | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 3,212 | $6,773 | New position | 0.00% | 2026-06-30 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3,000 | $6,330 | Unchanged | 0.00% | 2026-06-30 |
| Financial Life Planners | 3,000 | $6,330 | ▲ +1,000 | 0.00% | 2026-06-30 |
| Investors Research Corp | 2,189 | $4,619 | Unchanged | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 2,055 | $4,336 | ▲ +705 | 0.00% | 2026-06-30 |
| HOLLENCREST CAPITAL MANAGEMENT | 2,000 | $4,220 | Unchanged | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 1,410 | $2,975 | ▼ -3,090 | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 1,288 | $2,718 | New position | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 1,228 | $2,591 | ▲ +1,015 | 0.00% | 2026-06-30 |
| Hurley Capital, LLC | 1,210 | $2,553 | Unchanged | 0.00% | 2026-06-30 |
| BARRETT & COMPANY, INC. | 700 | $1,477 | New position | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 545 | $1,150 | Unchanged | 0.00% | 2026-06-30 |
| Atlantic Edge Private Wealth Management, LLC | 400 | $844 | Unchanged | 0.00% | 2026-06-30 |
| Cornerstone Planning Group LLC | 500 | $840 | Unchanged | 0.00% | 2026-06-30 |
| MCF Advisors LLC | 350 | $739 | Unchanged | 0.00% | 2026-06-30 |
| TD Capital Management LLC | 310 | $654 | Unchanged | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 307 | $648 | ▼ -822 | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 270 | $570 | New position | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 209,030 | $442 | ▲ +38,882 | 0.00% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 200 | $422 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 160 | $338 | Unchanged | 0.00% | 2026-06-30 |
| NVWM, LLC | 140 | $295 | Unchanged | 0.00% | 2026-06-30 |
| North Star Investment Management Corp. | 110 | $232 | Unchanged | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 109,400 | $230 | ▲ +49,500 | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 106 | $224 | Unchanged | 0.00% | 2026-06-30 |
| Institute for Wealth Management, LLC. | 100 | $211 | New position | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 95,512 | $202 | ▼ -10,605 | 0.00% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 90 | $190 | New position | 0.00% | 2026-06-30 |
| HOEY INVESTMENTS, INC | 89 | $188 | Unchanged | 0.00% | 2026-06-30 |
| Millstone Evans Group, LLC | 70 | $148 | Unchanged | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 53,075 | $112 | ▼ -300 | 0.00% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 29 | $61 | New position | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 24,257 | $51 | New position | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 20 | $42 | New position | 0.00% | 2026-06-30 |
| Triumph Capital Management | 20 | $42 | ▼ -60 | 0.00% | 2026-06-30 |
| CENTAURUS FINANCIAL, INC. | 19,200 | $41 | ▼ -5,700 | 0.00% | 2026-06-30 |
| ISLAY CAPITAL MANAGEMENT, LLC | 16 | $34 | New position | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 15 | $32 | ▲ +11 | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 15 | $32 | Unchanged | 0.00% | 2026-06-30 |
| Freestone Grove Partners LP | 1 | $2 | Unchanged | 0.00% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,783 | $0 | New position | 0.00% | 2026-06-30 |
| Jump Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Virtu Financial LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Clear Creek Financial Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Oasis Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| STONERIDGE INVESTMENT PARTNERS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| EntryPoint Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Scientech Research LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Activest Wealth Management | 0 | $0 | Sold out | 0.00% | 2026-06-30 |
| CARY STREET PARTNERS FINANCIAL LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Atom Investors LP | 0 | $0 | Sold out | 2026-06-30 | |
| D. E. Shaw & Co., Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| TWO SIGMA SECURITIES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CAPTRUST FINANCIAL ADVISORS | 0 | $0 | Sold out | 2026-06-30 | |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| nVerses Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PRINCIPAL FINANCIAL GROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| Swiss Life Asset Management Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Orion Porfolio Solutions, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NEUBERGER BERMAN GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Global Retirement Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Rossby Financial, LCC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| US BANCORP DE U.S. BANCORP | 0 | $0 | Sold out | 2026-06-30 | |
| Roble, Belko & Company, Inc | 0 | $0 | Sold out | 2026-06-30 | |
| GAMMA Investing LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Coston, McIsaac & Partners | 0 | $0 | Sold out | 2026-06-30 | |
| ROTHSCHILD INVESTMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Truvestments Capital LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SALEM INVESTMENT COUNSELORS INC | 0 | $0 | Sold out | 2026-06-30 |