← All institutions
Institutional Holdings
SGOLOwnership Summary
Institutions Holding
343
Total Shares Held
55,848,258
Total Value Held
$2,217,459,756
Quarter
2025-12-31
Active Positions
Increased Positions
2
3,819,395 shares
Decreased Positions
5
462,785 shares
Held Positions
2
683 shares
New Positions
333
51,565,395 shares
Sold Out Positions
1
645 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 11,561 | $474,926 | New position | 2025-12-31 | |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 500 | $19,115 | Unchanged | 0.01% | 2026-06-30 |
| BESSEMER GROUP INC | 94,241 | $3,871 | New position | 2025-12-31 | |
| HANTZ FINANCIAL SERVICES, INC. | 2,522 | $96 | New position | 0.00% | 2026-06-30 |
| WCG Wealth Advisors LLC | 96,121 | $3,948,651 | New position | 2025-12-31 | |
| CHANNING GLOBAL ADVISORS, LLC | 47,220 | $1,939,798 | New position | 2025-12-31 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Metis Global Partners, LLC | 6,150,494 | $252,662,294 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 4,367,518 | $179,417,640 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 3,819,302 | $156,896,933 | ▲ +75,754 | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 3,026,827 | $124,342,066 | New position | 2025-12-31 | |
| MORGAN STANLEY | 2,319,730 | $95,294,522 | New position | 2025-12-31 | |
| LPL Financial LLC | 2,059,659 | $84,610,805 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 1,833,770 | $75,331,283 | New position | 2025-12-31 | |
| UBS Group AG | 1,736,674 | $71,342,568 | New position | 2025-12-31 | |
| GUARDIAN POINT CAPITAL, LP | 1,300,000 | $53,404,000 | New position | 2025-12-31 | |
| Mirae Asset Global Investments Co., Ltd. | 1,243,100 | $51,066,548 | New position | 2025-12-31 | |
| PURE PORTFOLIOS HOLDINGS LLC | 1,013,425 | $41,631,494 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 1,007,320 | $41,380,707 | New position | 2025-12-31 | |
| Almanack Investment Partners, LLC. | 1,005,236 | $41,295,095 | New position | 2025-12-31 | |
| Merit Financial Group, LLC | 752,008 | $30,892,488 | New position | 2025-12-31 | |
| MRWM Advisors, LLC | 680,690 | $27,962,746 | New position | 2025-12-31 | |
| Jain Global LLC | 644,220 | $26,464,558 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 628,244 | $25,809,000 | New position | 2025-12-31 | |
| London & Capital Asset Management Ltd | 616,575 | $25,325,818 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 591,665 | $24,305,598 | New position | 2025-12-31 | |
| Towneley Capital Management, Inc / DE | 584,802 | $24,023,677 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 580,336 | $23,840,206 | New position | 2025-12-31 | |
| MAI Capital Management | 549,620 | $22,578,390 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 540,318 | $22,196,266 | New position | 2025-12-31 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 496,382 | $20,391,374 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 470,736 | $19,337,835 | New position | 2025-12-31 | |
| Allen Capital Group, LLC | 464,245 | $19,071,185 | New position | 2025-12-31 | |
| MML INVESTORS SERVICES, LLC | 460,084 | $18,900,254 | New position | 2025-12-31 | |
| WT Wealth Management | 452,444 | $18,586,389 | New position | 2025-12-31 | |
| Baird Financial Group, Inc. | 431,346 | $17,719,694 | New position | 2025-12-31 | |
| BCM ADVISORS, LLC | 342,534 | $16,260,088 | New position | 2025-12-31 | |
| TUDOR INVESTMENT CORP ET AL | 392,008 | $16,103,689 | ▼ -169,690 | 2025-12-31 | |
| Encompass More Asset Management | 371,305 | $15,253,209 | New position | 2025-12-31 | |
| Mountain Lake Investment Management LLC | 362,721 | $14,900,579 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 355,082 | $14,586,748 | New position | 2025-12-31 | |
| Choate Investment Advisors | 346,383 | $14,229,414 | New position | 2025-12-31 | |
| Cypress Capital, LLC | 319,126 | $13,109,696 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 296,657 | $12,186,537 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 294,636 | $12,103,647 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 293,747 | $12,067,127 | New position | 2025-12-31 | |
| FULCRUM WEALTH ADVISORS, LLC | 282,368 | $11,599,677 | New position | 2025-12-31 | |
| Kensington Asset Management, LLC | 278,002 | $11,500,943 | New position | 2025-12-31 | |
| Mariner, LLC | 277,396 | $11,395,428 | New position | 2025-12-31 | |
| Inspire Advisors, LLC | 270,661 | $11,118,790 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 268,556 | $11,032,280 | New position | 2025-12-31 | |
| FRANKLIN RESOURCES INC | 258,247 | $10,608,786 | New position | 2025-12-31 | |
| NewEdge Advisors, LLC | 231,133 | $9,494,923 | New position | 2025-12-31 | |
| Avestar Capital, LLC | 227,857 | $9,360,366 | New position | 2025-12-31 | |
| Pinnacle Financial Partners, Inc. | 215,874 | $8,868,104 | New position | 2025-12-31 | |
| Empirical Asset Management, LLC | 205,971 | $8,461,289 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 199,106 | $8,406,062 | New position | 2025-12-31 | |
| China Universal Asset Management Co., Ltd. | 203,500 | $8,359,780 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 202,896 | $8,334,968 | New position | 2025-12-31 | |
| Evelyn Partners Asset Management Ltd | 202,330 | $8,311,716 | New position | 2025-12-31 | |
| Avos Capital Management, LLC | 188,530 | $7,744,806 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 180,370 | $7,409,600 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 177,254 | $7,306,225 | New position | 2025-12-31 | |
| MONECO ADVISORS, LLC | 152,806 | $6,277,270 | New position | 2025-12-31 | |
| CAPTRUST FINANCIAL ADVISORS | 149,387 | $6,136,819 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 147,788 | $6,071,130 | New position | 2025-12-31 | |
| Luminist Capital LLC | 133,097 | $5,466,926 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 133,037 | $5,465,160 | New position | 2025-12-31 | |
| Focus Partners Wealth | 128,748 | $5,285,560 | New position | 2025-12-31 | |
| Equitable Holdings, Inc. | 122,575 | $5,035,381 | New position | 2025-12-31 | |
| Proficio Capital Partners LLC | 120,423 | $4,946,977 | New position | 2025-12-31 | |
| Narwhal Capital Management | 116,026 | $4,766,348 | New position | 2025-12-31 | |
| SYON CAPITAL LLC | 115,136 | $4,729,787 | New position | 2025-12-31 | |
| Xcel Wealth Management, LLC | 111,058 | $4,562,262 | New position | 2025-12-31 | |
| Cresset Asset Management, LLC | 109,062 | $4,480,267 | New position | 2025-12-31 | |
| Arkadios Wealth Advisors | 104,477 | $4,291,915 | New position | 2025-12-31 | |
| Kastel Capital Advisors, LLC | 103,347 | $4,245,477 | New position | 2025-12-31 | |
| Wealth Watch Advisors, INC | 99,193 | $4,074,848 | New position | 2025-12-31 | |
| WorthPointe, LLC | 99,186 | $4,074,550 | New position | 2025-12-31 | |
| OneDigital Investment Advisors LLC | 93,950 | $3,859,466 | New position | 2025-12-31 | |
| Pekin Hardy Strauss, Inc. | 85,085 | $3,495,292 | New position | 2025-12-31 | |
| Compound Planning, Inc. | 85,044 | $3,493,592 | New position | 2025-12-31 | |
| Global Assets Advisory, LLC | 82,804 | $3,401,588 | New position | 2025-12-31 | |
| AMARA FINANCIAL, LLC. | 81,712 | $3,356,729 | New position | 2025-12-31 | |
| Creative Planning | 78,951 | $3,243,323 | New position | 2025-12-31 | |
| Jump Financial, LLC | 78,641 | $3,230,572 | New position | 2025-12-31 | |
| Castle Rock Wealth Management, LLC | 61,002 | $2,851,233 | New position | 2025-12-31 | |
| WHITTIER TRUST CO | 60,600 | $2,595,498 | New position | 2025-12-31 | |
| Wealth Alliance Advisory Group, LLC | 62,017 | $2,547,658 | New position | 2025-12-31 | |
| Evelyn Partners Investment Management Services Ltd | 61,980 | $2,546,138 | New position | 2025-12-31 | |
| Mutual Advisors, LLC | 61,259 | $2,516,520 | New position | 2025-12-31 | |
| CAPE COD FIVE CENTS SAVINGS BANK | 100,068 | $2,514,708 | New position | 2025-12-31 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 58,945 | $2,421,461 | New position | 2025-12-31 | |
| Lifeworks Advisors, LLC | 58,243 | $2,392,608 | New position | 2025-12-31 | |
| ROMAN BUTLER FULLERTON & CO | 50,840 | $2,357,674 | New position | 2025-12-31 | |
| Marble Harbor Investment Counsel, LLC | 54,600 | $2,242,968 | New position | 2025-12-31 | |
| IHT Wealth Management, LLC | 54,002 | $2,218,402 | New position | 2025-12-31 | |
| Resonant Capital Advisors, LLC | 53,010 | $2,177,651 | New position | 2025-12-31 | |
| Plan Group Financial, LLC | 52,600 | $2,160,808 | New position | 2025-12-31 | |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 52,027 | $2,137,285 | New position | 2025-12-31 | |
| Headlands Technologies LLC | 51,571 | $2,118,537 | New position | 2025-12-31 | |
| PFG Investments, LLC | 51,546 | $2,117,510 | New position | 2025-12-31 | |
| RENAISSANCE TECHNOLOGIES LLC | 49,500 | $2,033,460 | New position | 2025-12-31 | |
| Chicago Capital, LLC | 49,480 | $2,032,638 | New position | 2025-12-31 | |
| Anson Capital, Inc. | 48,520 | $1,993,202 | New position | 2025-12-31 | |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 48,150 | $1,978,002 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 48,141 | $1,977,632 | ▼ -4,645 | 2025-12-31 | |
| Cerity Partners LLC | 47,029 | $1,962,517 | New position | 2025-12-31 | |
| TWO SIGMA SECURITIES, LLC | 47,340 | $1,944,727 | New position | 2025-12-31 | |
| COMMERCE BANK | 47,097 | $1,934,744 | New position | 2025-12-31 | |
| Belpointe Asset Management LLC | 47,058 | $1,933,142 | New position | 2025-12-31 | |
| Pathstone Holdings, LLC | 46,874 | $1,925,584 | New position | 2025-12-31 | |
| Atria Investments, Inc | 46,287 | $1,901,474 | New position | 2025-12-31 | |
| PRINCIPAL SECURITIES, INC. | 45,334 | $1,862,330 | New position | 2025-12-31 | |
| AXXCESS WEALTH MANAGEMENT, LLC | 43,380 | $1,782,051 | New position | 2025-12-31 | |
| Hilltop Holdings Inc. | 42,869 | $1,761,059 | New position | 2025-12-31 | |
| Beacon Pointe Advisors, LLC | 42,275 | $1,736,657 | New position | 2025-12-31 | |
| Decker Retirement Planning Inc. | 41,204 | $1,692,660 | New position | 2025-12-31 | |
| Vident Advisory, LLC | 38,939 | $1,599,614 | New position | 2025-12-31 | |
| GROUP ONE TRADING LLC | 38,626 | $1,586,756 | New position | 2025-12-31 | |
| Cauble & Harre Wealth Management, Inc. | 38,393 | $1,577,185 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 36,479 | $1,498,557 | New position | 2025-12-31 | |
| COMERICA BANK | 35,982 | $1,478,141 | New position | 2025-12-31 | |
| Wealthfront Advisers LLC | 34,759 | $1,427,900 | New position | 2025-12-31 | |
| White Lighthouse Investment Management Inc. | 34,590 | $1,420,957 | New position | 2025-12-31 | |
| HARBOUR INVESTMENT MANAGEMENT LLC | 34,550 | $1,419,314 | New position | 2025-12-31 | |
| AE Wealth Management LLC | 34,180 | $1,404,114 | New position | 2025-12-31 | |
| Paragon Private Wealth Management, LLC | 32,122 | $1,319,572 | New position | 2025-12-31 | |
| World Investment Advisors | 32,012 | $1,303,880 | New position | 2025-12-31 | |
| HB Wealth Management, LLC | 31,310 | $1,286,215 | New position | 2025-12-31 | |
| Private Advisor Group, LLC | 30,729 | $1,262,350 | New position | 2025-12-31 | |
| Premier Private Wealth Management LLC | 27,970 | $1,240,190 | New position | 2025-12-31 | |
| Fielder Capital Group LLC | 30,098 | $1,236,426 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 30,030 | $1,233,632 | New position | 2025-12-31 | |
| BOOTHBAY FUND MANAGEMENT, LLC | 29,200 | $1,199,536 | New position | 2025-12-31 | |
| CWC Advisors, LLC. | 29,094 | $1,195,182 | New position | 2025-12-31 | |
| Corient Private Wealth LLC | 28,523 | $1,156,638 | New position | 2025-12-31 | |
| Sigma Planning Corp | 27,559 | $1,127,650 | New position | 2025-12-31 | |
| Sequoia Financial Advisors, LLC | 27,385 | $1,124,976 | New position | 2025-12-31 | |
| BlackRock, Inc. | 27,320 | $1,122,306 | New position | 2025-12-31 | |
| Waverly Advisors, LLC | 26,975 | $1,108,133 | New position | 2025-12-31 | |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 26,301 | $1,080,445 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 26,191 | $1,075,926 | New position | 2025-12-31 | |
| Resurgent Financial Advisors LLC | 26,073 | $1,071,079 | New position | 2025-12-31 | |
| Valmark Advisers, Inc. | 25,820 | $1,060,686 | New position | 2025-12-31 | |
| SCOTIA CAPITAL INC. | 25,801 | $1,059,905 | New position | 2025-12-31 | |
| EPG Wealth Management LLC | 25,208 | $1,035,545 | New position | 2025-12-31 | |
| Western Wealth Management, LLC | 24,417 | $1,003,035 | New position | 2025-12-31 | |
| Cordoba Advisory Partners LLC | 22,758 | $934,899 | New position | 2025-12-31 | |
| Tradition Wealth Management, LLC | 22,247 | $913,907 | New position | 2025-12-31 | |
| Safeguard Investment Advisory Group, LLC | 21,915 | $900,268 | New position | 2025-12-31 | |
| XML Financial, LLC | 21,900 | $899,652 | New position | 2025-12-31 | |
| OPPENHEIMER & CO INC | 21,854 | $897,762 | New position | 2025-12-31 | |
| BNP PARIBAS FINANCIAL MARKETS | 21,736 | $892,915 | New position | 2025-12-31 | |
| LFG Wealth Partners, LLC | 21,665 | $890,010 | New position | 2025-12-31 | |
| Madden Advisory Services, Inc. | 20,500 | $842,140 | New position | 2025-12-31 | |
| Claris Financial LLC | 20,139 | $827,310 | New position | 2025-12-31 | |
| J.W. COLE ADVISORS, INC. | 20,940 | $823,942 | New position | 2025-12-31 | |
| American Money Management, LLC | 18,123 | $744,493 | New position | 2025-12-31 | |
| Swan Global Investments, LLC | 17,912 | $735,825 | New position | 2025-12-31 | |
| Acorn Wealth Advisors, LLC | 17,907 | $735,620 | New position | 2025-12-31 | |
| SCS Capital Management LLC | 17,572 | $721,858 | New position | 2025-12-31 | |
| Ausdal Financial Partners, Inc. | 17,460 | $717,241 | New position | 2025-12-31 | |
| FAS Wealth Partners, Inc. | 17,164 | $705,098 | New position | 2025-12-31 | |
| Leelyn Smith, LLC | 17,129 | $703,659 | New position | 2025-12-31 | |
| PACIFIC FINANCIAL GROUP INC | 17,117 | $703,166 | New position | 2025-12-31 | |
| Lido Advisors, LLC | 18,623 | $685,513 | New position | 2025-12-31 | |
| D.A. DAVIDSON & CO. | 16,628 | $683,078 | New position | 2025-12-31 | |
| CUTLER INVESTMENT COUNSEL LLC | 16,586 | $681,353 | New position | 2025-12-31 | |
| BROWN BROTHERS HARRIMAN & CO | 16,468 | $676,505 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 15,768 | $647,749 | New position | 2025-12-31 | |
| Snowden Capital Advisors LLC | 15,635 | $642,286 | New position | 2025-12-31 | |
| Seven Post Investment Office LP | 15,487 | $636,206 | New position | 2025-12-31 | |
| NWAM LLC | 13,176 | $634,694 | ▼ -1,442 | 2025-12-31 | |
| AMG National Trust Bank | 15,000 | $616,200 | New position | 2025-12-31 | |
| Pegasus Asset Management, Inc. | 14,938 | $613,654 | New position | 2025-12-31 | |
| Independent Wealth Network Inc. | 14,914 | $612,668 | New position | 2025-12-31 | |
| Advisory Services Network, LLC | 14,689 | $603,424 | New position | 2025-12-31 | |
| Allworth Financial LP | 14,524 | $596,646 | New position | 2025-12-31 | |
| CITIGROUP INC | 14,289 | $586,992 | New position | 2025-12-31 | |
| Avidian Wealth Enterprises, LLC | 14,128 | $580,378 | New position | 2025-12-31 | |
| Argyle Capital Partners, LLC | 14,095 | $579,023 | New position | 2025-12-31 | |
| Empower Advisory Group, LLC | 14,000 | $575,120 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 13,853 | $569,081 | New position | 2025-12-31 | |
| WealthPlan Investment Management, LLC | 13,783 | $566,206 | New position | 2025-12-31 | |
| CreativeOne Wealth, LLC | 13,559 | $556,997 | New position | 2025-12-31 | |
| PINKERTON WEALTH, LLC | 13,556 | $556,880 | New position | 2025-12-31 | |
| M&T BANK CORP | 13,210 | $552,164 | New position | 2025-12-31 | |
| Key Client Fiduciary Advisors, LLC | 13,025 | $535,067 | New position | 2025-12-31 | |
| Syntegra Private Wealth Group, LLC | 13,018 | $534,779 | New position | 2025-12-31 | |
| Finhabits Advisors LLC | 12,831 | $527,116 | New position | 2025-12-31 | |
| AWM CAPITAL, LLC | 12,794 | $525,578 | New position | 2025-12-31 | |
| Cambria Investment Management, L.P. | 12,597 | $517,488 | New position | 2025-12-31 | |
| Berkeley Capital Partners, LLC | 12,383 | $508,694 | New position | 2025-12-31 | |
| Cascade Financial Partners, LLC | 12,370 | $508,160 | New position | 2025-12-31 | |
| Strategic Financial Concepts, LLC | 12,346 | $507,174 | New position | 2025-12-31 | |
| Family Capital Trust Co | 12,100 | $496,947 | New position | 2025-12-31 | |
| Timonier Family Office, LTD. | 12,084 | $496,411 | New position | 2025-12-31 | |
| Concurrent Investment Advisors, LLC | 11,952 | $490,988 | New position | 2025-12-31 | |
| GM Advisory Group, LLC | 11,904 | $489,016 | New position | 2025-12-31 | |
| Cassaday & Co Wealth Management LLC | 11,843 | $486,511 | New position | 2025-12-31 | |
| Cardinal Point Capital Management ULC | 11,742 | $482,361 | New position | 2025-12-31 | |
| Envestnet Portfolio Solutions, Inc. | 11,630 | $477,760 | New position | 2025-12-31 | |
| BROWN ADVISORY INC | 11,592 | $476,199 | New position | 2025-12-31 | |
| Pacific Park Financial, Inc. | 11,400 | $468,312 | New position | 2025-12-31 | |
| Capital Wealth Alliance, LLC | 9,645 | $466,818 | New position | 2025-12-31 | |
| Parallel Advisors, LLC | 11,331 | $465,481 | New position | 2025-12-31 | |
| Essex Financial Services, Inc. | 11,301 | $464,251 | New position | 2025-12-31 | |
| Orion Porfolio Solutions, LLC | 11,004 | $452,044 | New position | 2025-12-31 | |
| LB Partners LLC | 11,000 | $451,880 | New position | 2025-12-31 | |
| Savant Capital, LLC | 10,766 | $442,268 | New position | 2025-12-31 | |
| Ashton Thomas Private Wealth, LLC | 10,583 | $434,750 | New position | 2025-12-31 | |
| Evelyn Partners Investment Management LLP | 10,540 | $432,983 | New position | 2025-12-31 | |
| Sanctuary Advisors, LLC | 10,511 | $431,792 | New position | 2025-12-31 | |
| FMR LLC | 10,366 | $425,822 | New position | 2025-12-31 | |
| Cypress Point Wealth Management, LLC | 10,318 | $423,864 | New position | 2025-12-31 | |
| Apriem Advisors | 10,229 | $420,207 | New position | 2025-12-31 | |
| TRUIST FINANCIAL CORP | 10,161 | $417,414 | New position | 2025-12-31 | |
| Prospera Financial Services Inc | 10,059 | $413,222 | New position | 2025-12-31 | |
| StoneX Group Inc. | 10,052 | $412,936 | New position | 2025-12-31 | |
| SFMG, LLC | 10,000 | $410,800 | New position | 2025-12-31 | |
| BARCLAYS PLC | 10,000 | $410,800 | New position | 2025-12-31 | |
| Tolleson Wealth Management, Inc. | 9,875 | $405,665 | New position | 2025-12-31 | |
| COOPER/HAIMS ADVISORS, LLC | 9,669 | $397,203 | New position | 2025-12-31 | |
| Callan Family Office, LLC | 9,663 | $396,956 | New position | 2025-12-31 | |
| Alpha Cubed Investments, LLC | 9,618 | $395,107 | New position | 2025-12-31 | |
| Modern Wealth Management, LLC | 9,519 | $391,041 | New position | 2025-12-31 | |
| Northeast Financial Group, Inc. | 8,953 | $367,789 | New position | 2025-12-31 | |
| KCM INVESTMENT ADVISORS LLC | 8,850 | $363,558 | New position | 2025-12-31 | |
| TCFG WEALTH MANAGEMENT, LLC | 8,801 | $361,545 | New position | 2025-12-31 | |
| &PARTNERS | 8,681 | $356,615 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 8,476 | $348,194 | New position | 2025-12-31 | |
| B & T Capital Management DBA Alpha Capital Management | 8,443 | $346,839 | New position | 2025-12-31 | |
| GeoWealth Management, LLC | 8,433 | $346,429 | New position | 2025-12-31 | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 8,402 | $345,154 | New position | 2025-12-31 | |
| XTX Topco Ltd | 8,045 | $330,489 | New position | 2025-12-31 | |
| Hedges Asset Management LLC | 8,000 | $328,640 | New position | 2025-12-31 | |
| Parker Investment Management, LLC | 7,991 | $328,305 | New position | 2025-12-31 | |
| FORTRESS PRIVATE LEDGER, LLC | 7,930 | $325,764 | New position | 2025-12-31 | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7,922 | $325,436 | New position | 2025-12-31 | |
| Main Street Financial Solutions, LLC | 7,888 | $324,039 | New position | 2025-12-31 | |
| Koshinski Asset Management, Inc. | 7,831 | $321,697 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 7,823 | $321,373 | New position | 2025-12-31 | |
| Arax Advisory Partners | 7,800 | $320,424 | New position | 2025-12-31 | |
| Iron Gate Global Advisors LLC | 7,790 | $320,013 | New position | 2025-12-31 | |
| Hudock, Inc. | 7,705 | $316,521 | New position | 2025-12-31 | |
| Principia Wealth Advisory, LLC | 7,695 | $316,111 | ▼ -950 | 2025-12-31 | |
| Strategic Blueprint, LLC | 7,598 | $312,126 | New position | 2025-12-31 | |
| Advisor OS, LLC | 7,598 | $312,126 | New position | 2025-12-31 | |
| MJP ASSOCIATES INC /ADV | 7,598 | $312,126 | New position | 2025-12-31 | |
| Valeo Financial Advisors, LLC | 7,561 | $310,601 | New position | 2025-12-31 | |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 7,450 | $306,046 | New position | 2025-12-31 | |
| Quadrature Capital Ltd | 7,360 | $302,349 | New position | 2025-12-31 | |
| SHERMAN PORFOLIOS, LLC | 7,349 | $301,897 | New position | 2025-12-31 | |
| Nemes Rush Group LLC | 7,184 | $295,119 | New position | 2025-12-31 | |
| STEPHENS INC /AR/ | 7,100 | $291,668 | New position | 2025-12-31 | |
| Greenline Partners, LLC | 7,056 | $289,860 | New position | 2025-12-31 | |
| GLENMEDE TRUST CO NA | 6,928 | $284,602 | New position | 2025-12-31 | |
| Clearstead Advisors, LLC | 6,655 | $273,387 | New position | 2025-12-31 | |
| Simplicity Wealth,LLC | 6,649 | $273,141 | New position | 2025-12-31 | |
| Vestmark Advisory Solutions, Inc. | 6,545 | $268,869 | New position | 2025-12-31 | |
| ELEVATION POINT WEALTH PARTNERS, LLC | 6,545 | $268,869 | New position | 2025-12-31 | |
| SAGE RHINO CAPITAL LLC | 6,425 | $263,939 | New position | 2025-12-31 | |
| SOUTHERN CAPITAL ADVISORS, LLC | 6,400 | $262,912 | New position | 2025-12-31 | |
| Urban Wealth Management, LLC | 6,337 | $260,324 | New position | 2025-12-31 | |
| Everstar Asset Management, LLC | 6,273 | $257,695 | New position | 2025-12-31 | |
| Elevated Capital Advisors, LLC | 6,140 | $252,231 | New position | 2025-12-31 | |
| Fortitude Advisory Group L.L.C. | 6,075 | $249,561 | New position | 2025-12-31 | |
| Aptus Capital Advisors, LLC | 5,851 | $240,359 | New position | 2025-12-31 | |
| GREAT VALLEY ADVISOR GROUP, INC. | 5,849 | $239,873 | New position | 2025-12-31 | |
| JOURNEY STRATEGIC WEALTH LLC | 5,801 | $238,305 | New position | 2025-12-31 | |
| MGO ONE SEVEN LLC | 5,666 | $232,759 | New position | 2025-12-31 | |
| PATRON PARTNERS, LLC | 5,655 | $232,307 | New position | 2025-12-31 | |
| Curi Capital, LLC | 5,515 | $226,557 | New position | 2025-12-31 | |
| Client First Investment Management LLC | 5,500 | $225,940 | New position | 2025-12-31 | |
| Soltis Investment Advisors LLC | 5,430 | $223,062 | New position | 2025-12-31 | |
| RCW Management, LLC | 5,417 | $222,530 | New position | 2025-12-31 | |
| MERITAGE PORTFOLIO MANAGEMENT | 5,280 | $216,902 | New position | 2025-12-31 | |
| AlphaCore Capital LLC | 5,170 | $212,384 | New position | 2025-12-31 | |
| Asset Dedication, LLC | 5,122 | $210,412 | New position | 2025-12-31 | |
| Verity Asset Management, Inc. | 5,115 | $210,124 | New position | 2025-12-31 | |
| American Trust | 5,107 | $209,786 | New position | 2025-12-31 | |
| FIRST FINANCIAL BANKSHARES INC | 5,100 | $209,508 | New position | 2025-12-31 | |
| BEARING POINT CAPITAL, LLC | 5,007 | $205,688 | New position | 2025-12-31 | |
| Crestwood Advisors Group, LLC | 4,952 | $203,428 | New position | 2025-12-31 | |
| SouthState Bank Corp | 4,899 | $201,251 | New position | 2025-12-31 | |
| Sunbelt Securities, Inc. | 4,660 | $191,433 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 4,619 | $189,748 | New position | 2025-12-31 | |
| LGT Financial Advisors LLC | 4,000 | $164,320 | New position | 2025-12-31 | |
| Sachetta, LLC | 2,925 | $120,159 | New position | 2025-12-31 | |
| SageView Advisory Group, LLC | 2,893 | $118,845 | New position | 2025-12-31 | |
| Security National Bank | 2,750 | $112,970 | New position | 2025-12-31 | |
| Geneos Wealth Management Inc. | 2,712 | $111,409 | New position | 2025-12-31 | |
| Costello Asset Management, INC | 2,651 | $108,903 | New position | 2025-12-31 | |
| GHP Investment Advisors, Inc. | 2,647 | $108,739 | New position | 2025-12-31 | |
| Garton & Associates Financial Advisors LLC | 2,536 | $104,179 | New position | 2025-12-31 | |
| Center for Financial Planning, Inc. | 2,100 | $86,268 | New position | 2025-12-31 | |
| High Point Wealth Management, LLC | 2,000 | $82,160 | New position | 2025-12-31 | |
| WFA of San Diego, LLC | 1,765 | $72,506 | ▼ -817 | 2025-12-31 | |
| Root Financial Partners, LLC | 1,500 | $61,620 | New position | 2025-12-31 | |
| UMB Bank, n.a. | 1,303 | $53,527 | New position | 2025-12-31 | |
| FARMERS & MERCHANTS INVESTMENTS INC | 1,255 | $51,555 | New position | 2025-12-31 | |
| Nvest Wealth Strategies, Inc. | 1,250 | $51,350 | New position | 2025-12-31 | |
| Signature Equity Partners, LLC | 1,198 | $49,214 | New position | 2025-12-31 | |
| Federation des caisses Desjardins du Quebec | 1,100 | $45,188 | New position | 2025-12-31 | |
| NATIONAL BANK OF CANADA /FI/ | 1,020 | $41,891 | New position | 2025-12-31 | |
| Anfield Capital Management, LLC | 1,000 | $41,080 | New position | 2025-12-31 | |
| CWM, LLC | 817,418 | $33,580 | New position | 2025-12-31 | |
| Plante Moran Financial Advisors, LLC | 758 | $31,139 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 642 | $26,560 | New position | 2025-12-31 | |
| NBC SECURITIES, INC. | 645 | $26,496 | New position | 2025-12-31 | |
| WHITTIER TRUST CO OF NEVADA INC | 418 | $17,902 | New position | 2025-12-31 | |
| New England Capital Financial Advisors LLC | 413 | $16,967 | New position | 2025-12-31 | |
| BOK Financial Private Wealth, Inc. | 400 | $16,432 | New position | 2025-12-31 | |
| Modus Advisors, LLC | 370 | $15,200 | New position | 2025-12-31 | |
| PITTENGER & ANDERSON INC | 350 | $14,378 | New position | 2025-12-31 | |
| Cambridge Investment Research Advisors, Inc. | 326,352 | $13,407 | New position | 2025-12-31 | |
| Harvest Fund Management Co., Ltd | 247,904 | $10,181 | New position | 2025-12-31 | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 197 | $8,093 | New position | 2025-12-31 | |
| EVOLUTION WEALTH MANAGEMENT INC. | 183 | $7,518 | Unchanged | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 123 | $5,053 | New position | 2025-12-31 | |
| Arete Wealth Advisors, LLC | 114,989 | $4,724 | New position | 2025-12-31 | |
| Virtu Financial LLC | 100,320 | $4,121 | New position | 2025-12-31 | |
| Scarborough Advisors, LLC | 93 | $3,820 | ▲ +15 | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 75 | $3,081 | New position | 2025-12-31 | |
| DT Investment Partners, LLC | 55 | $2,260 | New position | 2025-12-31 | |
| Elite Financial, Inc. | 40,851 | $1,678 | New position | 2025-12-31 | |
| INGALLS & SNYDER LLC | 32,440 | $1,333 | New position | 2025-12-31 | |
| Atlantic Union Bankshares Corp | 30 | $1,233 | New position | 2025-12-31 | |
| Cape Investment Advisory, Inc. | 30 | $1,232 | New position | 2025-12-31 | |
| Betterment LLC | 29,472 | $1,211 | New position | 2025-12-31 | |
| HRT FINANCIAL LP | 27,939 | $1,147 | New position | 2025-12-31 | |
| American Capital Advisory, LLC | 27 | $1,110 | New position | 2025-12-31 | |
| Capital Analysts, LLC | 25,861 | $1,062 | New position | 2025-12-31 | |
| Janney Montgomery Scott LLC | 22,772 | $935 | New position | 2025-12-31 | |
| Financial Gravity Asset Management, Inc. | 19 | $781 | New position | 2025-12-31 | |
| WEDBUSH SECURITIES INC | 17,729 | $728 | New position | 2025-12-31 | |
| TCTC Holdings, LLC | 13 | $534 | New position | 2025-12-31 | |
| THRIVENT FINANCIAL FOR LUTHERANS | 7,952 | $327 | New position | 2025-12-31 | |
| Meramec Financial Planners, LLC | 5 | $236 | New position | 2025-12-31 | |
| Centerpoint Advisors, LLC | 3,224 | $132 | New position | 2025-12-31 | |
| Coston, McIsaac & Partners | 2,414 | $99 | New position | 2025-12-31 | |
| TSFG, LLC | 200 | $8 | New position | 2025-12-31 |