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Institutional Holdings

SNY

Ownership Summary

Institutions Holding
600
Total Shares Held
190,928,149
Total Value Held
$8,096,027,060
Quarter
2026-06-30

Active Positions

Increased Positions
183
67,649,094 shares
Decreased Positions
224
110,233,980 shares
Held Positions
43
1,234,519 shares
New Positions
50
11,810,556 shares
Sold Out Positions
100
1,271,403 shares
Institution Shares Value Change % of Portfolio Reported
Dodge & Cox 28,088,274 $1,198,245,769 ▼ -1,416,358 0.63% 2026-06-30
MORGAN STANLEY 10,702,527 $456,569,944 ▼ -1,809,340 0.02% 2026-06-30
Fisher Asset Management, LLC 10,627,088 $453,351,578 ▼ -815,075 0.13% 2026-06-30
BANK OF AMERICA CORP /DE/ 8,008,572 $341,645,673 ▼ -1,475,778 0.02% 2026-06-30
JPMORGAN CHASE & CO 6,689,182 $290,511,262 ▲ +972,951 0.02% 2026-06-30
Invesco Ltd. 6,798,961 $290,043,700 New position 0.02% 2026-06-30
Mondrian Investment Partners LTD 5,522,564 $235,592,600 ▲ +482,499 3.63% 2026-06-30
MILLENNIUM MANAGEMENT LLC 4,168,890 $177,844,847 ▲ +460,336 0.06% 2026-06-30
BRANDES INVESTMENT PARTNERS, LP 4,136,417 $176,460,653 ▲ +413,317 1.24% 2026-06-30
FEDERATED HERMES, INC. 3,849,802 $164,232,553 ▼ -904,557 0.24% 2026-06-30
Boston Partners 3,844,844 $164,041,530 ▲ +245,560 0.15% 2026-06-30
FMR LLC 3,678,422 $156,921,511 ▼ -331,739 0.01% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 3,402,765 $145,160,917 ▼ -459,129 0.03% 2026-06-30
WELLS FARGO & COMPANY/MN 3,273,820 $139,661,128 ▼ -141,295 0.02% 2026-06-30
RAYMOND JAMES FINANCIAL INC 3,212,810 $137,058,515 ▼ -599,935 0.04% 2026-06-30
ROYAL BANK OF CANADA 3,170,755 $135,265,000 ▲ +15,675 0.02% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,014,903 $128,615,762 ▲ +682,934 0.01% 2026-06-30
GOLDMAN SACHS GROUP INC 2,994,745 $127,755,834 ▲ +412,289 0.01% 2026-06-30
BARCLAYS PLC 2,683,902 $114,495,258 ▲ +327,343 0.02% 2026-06-30
BARROW HANLEY MEWHINNEY & STRAUSS LLC 2,680,973 $114,370,308 ▼ -3,206,493 0.35% 2026-06-30
Regal Partners Ltd 2,653,974 $113,218,530 ▲ +108,542 6.25% 2026-06-30
EQUITY INVESTMENT CORP 2,601,971 $111,000,095 ▼ -61,083 2.12% 2026-06-30
CITADEL ADVISORS LLC 2,596,507 $110,766,989 ▲ +711,737 0.01% 2026-06-30
Balyasny Asset Management L.P. 2,405,640 $102,624,602 ▲ +1,571,860 0.13% 2026-06-30
AMERICAN CENTURY COMPANIES INC 2,205,301 $94,078,141 ▲ +57,287 0.04% 2026-06-30
LPL Financial LLC 2,128,391 $90,797,168 ▼ -77,846 0.02% 2026-06-30
Alyeska Investment Group, L.P. 2,112,012 $90,098,432 ▼ -194,217 0.23% 2026-06-30
DAVENPORT & Co LLC 2,001,451 $85,787,584 ▼ -93,511 0.42% 2026-06-30
Vestal Point Capital, LP 2,000,000 $85,320,000 ▲ +600,000 1.99% 2026-06-30
BlackRock, Inc. 1,936,502 $82,611,179 ▼ -1,247,098 0.00% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 1,835,859 $78,317,745 ▼ -387,442 0.15% 2026-06-30
VICTORY CAPITAL MANAGEMENT INC 1,824,428 $77,830,111 ▼ -5,687 0.04% 2026-06-30
UBS Group AG 1,693,442 $72,242,237 ▲ +709,596 0.01% 2026-06-30
NORTHERN TRUST CORP 1,690,344 $72,110,075 ▼ -587,595 0.01% 2026-06-30
Capital Research Global Investors 1,677,399 $71,557,841 ▲ +15,562 0.01% 2026-06-30
Optiver Holding B.V. 1,430,661 $61,031,998 ▲ +217,632 0.02% 2026-06-30
AMERIPRISE FINANCIAL INC 1,095,251 $46,693,947 New position 0.01% 2026-06-30
ARMISTICE CAPITAL, LLC 1,064,000 $45,390,240 ▲ +764,000 0.56% 2026-06-30
VAN ECK ASSOCIATES CORP 877,020 $37,413,673 New position 0.02% 2026-06-30
Federation des caisses Desjardins du Quebec 873,273 $37,253,812 ▲ +469,499 0.11% 2026-06-30
Point72 Asset Management, L.P. 820,078 $34,984,527 New position 0.04% 2026-06-30
CAUSEWAY CAPITAL MANAGEMENT LLC 804,056 $34,301,031 ▼ -260,460 0.37% 2026-06-30
STIFEL FINANCIAL CORP 771,821 $32,925,910 ▼ -11,527 0.03% 2026-06-30
FIRST TRUST ADVISORS LP 763,654 $32,577,459 ▼ -4,181 0.02% 2026-06-30
Newport Trust Company, LLC 696,331 $29,705,510 ▼ -41,647 0.07% 2026-06-30
TODD ASSET MANAGEMENT LLC 674,143 $28,759,321 ▼ -9,339 0.51% 2026-06-30
Qube Research & Technologies Ltd 634,794 $27,080,312 New position 0.03% 2026-06-30
Cullen Capital Management, LLC 615,593 $26,261,196 ▲ +22,292 0.26% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 608,746 $26,145,287 ▼ -204,224 0.01% 2026-06-30
TRUIST FINANCIAL CORP 580,182 $24,750,573 ▼ -49,002 0.03% 2026-06-30
Pictet Asset Management Holding SA 511,736 $22,224,694 ▼ -166,356 0.02% 2026-06-30
MANAGED ASSET PORTFOLIOS, LLC 504,024 $21,501,682 ▼ -174,352 2.46% 2026-06-30
CIBC WORLD MARKET INC. 479,078 $20,437,467 ▲ +82,369 0.03% 2026-06-30
Aberdeen Group plc 471,254 $20,103,696 ▲ +13,333 0.03% 2026-06-30
BROWN ADVISORY INC 469,285 $20,019,714 ▼ -153,328 0.03% 2026-06-30
M&T Bank Corp 455,290 $19,423,387 ▲ +28,633 0.06% 2026-06-30
Creative Planning 450,438 $19,215,695 ▲ +16,334 0.01% 2026-06-30
Jupiter Topco LLC 445,400 $19,000,798 New position 0.01% 2026-06-30
CITIGROUP INC 438,812 $18,719,702 ▲ +180,215 0.01% 2026-06-30
Nuveen, LLC 416,308 $17,759,699 ▼ -1,494,918 0.00% 2026-06-30
GRANDFIELD & DODD, LLC 384,643 $16,408,870 ▼ -2,587 0.86% 2026-06-30
Sio Capital Management, LLC 364,200 $15,536,772 ▲ +124,529 2.57% 2026-06-30
BECKER CAPITAL MANAGEMENT INC 346,469 $14,780,368 ▼ -149,925 0.40% 2026-06-30
BANK OF MONTREAL /CAN/ 339,551 $14,485,246 ▲ +13,793 0.00% 2026-06-30
SEI INVESTMENTS CO 338,674 $14,448,633 ▼ -250,055 0.01% 2026-06-30
Bank of New York Mellon Corp 336,168 $14,340,930 ▼ -131,591 0.00% 2026-06-30
MOORE CAPITAL MANAGEMENT, LP 329,779 $14,068,372 ▲ +64,723 0.21% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 307,977 $13,138,299 ▲ +34,631 0.00% 2026-06-30
Russell Investments Group, Ltd. 302,497 $12,904,527 ▼ -224,688 0.01% 2026-06-30
Vident Advisory, LLC 302,447 $12,902,389 ▼ -49,505 0.09% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 291,601 $12,434,437 ▼ -13,159 0.01% 2026-06-30
Grantham, Mayo, Van Otterloo & Co. LLC 285,165 $12,165,139 ▲ +96,094 0.03% 2026-06-30
FOUNDATION RESOURCE MANAGEMENT INC 274,452 $11,708,122 ▲ +1,315 1.36% 2026-06-30
SPHERA FUNDS MANAGEMENT LTD. 269,515 $11,497,510 Unchanged 1.50% 2026-06-30
Cetera Investment Advisers 266,372 $11,363,807 ▼ -95,189 0.01% 2026-06-30
LOGAN CAPITAL MANAGEMENT INC 258,642 $11,033,677 ▲ +95,022 0.41% 2026-06-30
Quantinno Capital Management LP 258,125 $11,011,629 ▼ -12,964 0.01% 2026-06-30
JANE STREET GROUP, LLC 254,648 $10,863,284 ▲ +202,648 0.00% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 246,181 $10,502,079 ▲ +167,252 0.00% 2026-06-30
Altrius Capital Management Inc 238,747 $10,184,977 ▲ +17,235 1.93% 2026-06-30
Walleye Capital LLC 236,351 $10,082,734 ▲ +184,533 0.04% 2026-06-30
EASTERLY INVESTMENT PARTNERS LLC 235,126 $10,030,475 ▲ +43,906 0.51% 2026-06-30
MML INVESTORS SERVICES, LLC 223,048 $9,515,220 ▼ -48,453 0.02% 2026-06-30
Beacon Pointe Advisors, LLC 218,432 $9,318,310 ▲ +23,491 0.04% 2026-06-30
OPPENHEIMER ASSET MANAGEMENT INC. 217,874 $9,294,506 ▼ -18,634 0.10% 2026-06-30
TD Waterhouse Canada Inc. 219,429 $9,139,951 ▼ -21,342 0.02% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 214,142 $9,135,297 ▲ +1,488 0.00% 2026-06-30
ASSETMARK, INC 211,011 $9,001,748 ▼ -298,453 0.02% 2026-06-30
Goodman Financial Corp 208,841 $8,909,221 ▲ +4,753 1.38% 2026-06-30
Rockefeller Capital Management L.P. 208,009 $8,873,664 ▼ -354,912 0.01% 2026-06-30
Bridgewater Associates, LP 206,873 $8,825,202 New position 0.04% 2026-06-30
IMC-Chicago, LLC 206,774 $8,820,979 ▲ +80,074 0.00% 2026-06-30
Walleye Trading LLC 198,300 $8,459,478 ▼ -10,900 0.01% 2026-06-30
OLD MISSION CAPITAL LLC 198,209 $8,455,595 ▼ -336,283 0.13% 2026-06-30
TOCQUEVILLE ASSET MANAGEMENT L.P. 195,567 $8,342,888 ▲ +5,069 0.11% 2026-06-30
Guardian Partners Inc. 181,975 $7,763,054 ▼ -22,111 0.70% 2026-06-30
FRANKLIN RESOURCES INC 176,479 $7,528,584 ▼ -6,988,714 0.00% 2026-06-30
Tidal Investments LLC 165,289 $7,051,229 ▲ +29,283 0.01% 2026-06-30
Pathstone Holdings, LLC 159,684 $6,812,131 ▼ -64,395 0.02% 2026-06-30
Bleakley Financial Group, LLC 159,361 $6,798,334 ▲ +2,097 0.09% 2026-06-30
&PARTNERS 149,234 $6,359,881 ▼ -2,641 0.03% 2026-06-30
NICHOLAS COMPANY, INC. 146,520 $6,250,543 ▼ -1,352,470 0.11% 2026-06-30
Baird Financial Group, Inc. 143,292 $6,112,869 ▲ +2,182 0.01% 2026-06-30
Kestra Advisory Services, LLC 138,739 $5,918,607 ▲ +120,007 0.02% 2026-06-30
QRG CAPITAL MANAGEMENT, INC. 138,522 $5,909,353 ▲ +15,800 0.05% 2026-06-30
GUARDIAN CAPITAL LP 132,378 $5,647,245 ▲ +7,101 0.14% 2026-06-30
Callan Family Office, LLC 130,339 $5,560,263 ▼ -113,203 0.11% 2026-06-30
TrueMark Investments, LLC 125,869 $5,369,572 New position 0.67% 2026-06-30
OPAL CAPITAL LLC 125,869 $5,369,572 New position 0.96% 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 125,461 $5,352,191 ▼ -6,193 0.01% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 124,599 $5,315,407 ▲ +2,809 0.00% 2026-06-30
Cerity Partners LLC 122,510 $5,226,239 ▼ -11,043 0.01% 2026-06-30
ProVise Management Group, LLC 120,829 $5,154,565 ▼ -112,748 0.35% 2026-06-30
Merit Financial Group, LLC 110,651 $4,720,335 ▼ -4,690 0.03% 2026-06-30
Atria Investments, Inc 105,655 $4,507,255 ▼ -40,415 0.05% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 102,210 $4,446,118 ▼ -4,678 0.01% 2026-06-30
Sanctuary Advisors, LLC 99,844 $4,259,347 ▼ -23,216 0.02% 2026-06-30
Thomasville National Bank 99,727 $4,254,354 ▲ +14,080 0.23% 2026-06-30
GQG Partners LLC 97,640 $4,165,322 ▼ -67,065 0.01% 2026-06-30
PRIMECAP MANAGEMENT CO/CA/ 97,168 $4,145,186 Unchanged 0.00% 2026-06-30
Mariner, LLC 94,951 $4,051,532 ▼ -3,804 0.00% 2026-06-30
CIBC Asset Management Inc 94,605 $4,035,849 ▲ +4,294 0.01% 2026-06-30
Northwest Bancshares, Inc. 94,207 $4,018,871 ▲ +12,945 0.72% 2026-06-30
Sound Income Strategies, LLC 90,957 $3,880,226 ▲ +1,314 0.17% 2026-06-30
Synergy Asset Management, LLC 90,688 $3,868,750 ▼ -16,658 0.36% 2026-06-30
Voleon Capital Management LP 89,489 $3,817,601 ▼ -4,188 0.07% 2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 89,202 $3,805,357 ▲ +3,194 0.02% 2026-06-30
Squarepoint Ops LLC 121,857 $3,766,494 ▲ +8,000 0.00% 2026-06-30
Savant Capital, LLC 87,157 $3,752,720 ▲ +80,526 0.01% 2026-06-30
World Investment Advisors 77,119 $3,709,392 ▼ -1,303 0.06% 2026-06-30
Vestmark Advisory Solutions, Inc. 86,842 $3,704,691 ▼ -28,824 0.03% 2026-06-30
Providence Capital Advisors, LLC 85,773 $3,659,077 ▲ +23,153 0.55% 2026-06-30
RENAISSANCE GROUP LLC 85,413 $3,643,711 ▼ -7,043 0.15% 2026-06-30
NewSquare Capital LLC 84,503 $3,604,898 ▲ +3,794 0.27% 2026-06-30
First Bank & Trust 83,933 $3,580,582 ▲ +15,937 0.53% 2026-06-30
NewEdge Wealth, LLC 81,708 $3,485,676 ▼ -6,146 0.03% 2026-06-30
Baker Ellis Asset Management LLC 81,342 $3,470,050 ▼ -1,725 0.36% 2026-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 79,091 $3,434,922 ▼ -25,098 0.00% 2026-06-30
Cardinal Capital Management 80,450 $3,431,997 ▲ +5,423 0.42% 2026-06-30
US BANCORP DE U.S. BANCORP 80,201 $3,421,375 ▼ -6,954 0.00% 2026-06-30
American Assets Investment Management, LLC 80,000 $3,412,800 Unchanged 0.21% 2026-06-30
Catalyst Capital Advisors LLC 79,028 $3,371,334 Unchanged 0.06% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 78,997 $3,370,002 ▼ -27,388 0.01% 2026-06-30
BLAIR WILLIAM & CO/IL 78,850 $3,363,754 ▲ +35,257 0.01% 2026-06-30
OSAIC HOLDINGS, INC. 75,597 $3,225,503 ▼ -106,339 0.00% 2026-06-30
J. Goldman & Co LP 75,000 $3,199,500 Unchanged 0.08% 2026-06-30
Manhattan West Asset Management, LLC 73,420 $3,132,097 ▼ -5,829 0.52% 2026-06-30
Fulton Bank, N.A. 68,196 $2,909,240 ▲ +3,623 0.09% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 67,824 $2,893,356 ▼ -18,193 0.00% 2026-06-30
Verition Fund Management LLC 65,000 $2,772,900 New position 0.01% 2026-06-30
Raleigh Capital Management Inc. 63,394 $2,704,397 ▲ +6,624 0.86% 2026-06-30
Waterfront Wealth Inc. 60,460 $2,629,993 ▲ +418 0.41% 2026-06-30
BENJAMIN EDWARDS INC 61,602 $2,627,830 ▲ +3,493 0.02% 2026-06-30
Quadrature Capital Ltd 60,025 $2,560,667 Unchanged 0.02% 2026-06-30
PNC Financial Services Group, Inc. 59,235 $2,526,964 ▼ -9,533 0.00% 2026-06-30
Generali Investments CEE, investicni spolecnost, a.s. 29,339 $2,516,111 ▲ +564 0.12% 2026-06-30
CWA Asset Management Group, LLC 58,475 $2,494,544 New position 0.08% 2026-06-30
ADAR1 Capital Management, LLC 57,100 $2,435,886 ▼ -259,839 0.11% 2026-06-30
Corient Private Wealth LP 56,982 $2,430,873 ▼ -11,349 0.00% 2026-06-30
SSA SWISS ADVISORS AG 56,555 $2,418,333 Unchanged 0.91% 2026-06-30
Stelac Advisory Services LLC 56,555 $2,417,717 Unchanged 0.45% 2026-06-30
GROUP ONE TRADING LLC 55,127 $2,351,718 ▼ -95,573 0.00% 2026-06-30
Envestnet Portfolio Solutions, Inc. 53,426 $2,279,139 ▲ +351 0.01% 2026-06-30
Campbell & CO Investment Adviser LLC 52,949 $2,258,804 New position 0.12% 2026-06-30
Palouse Capital Management, Inc. 52,316 $2,231,796 ▼ -2,058 1.39% 2026-06-30
MAVERICK CAPITAL LTD 51,572 $2,200,062 ▲ +26,991 0.02% 2026-06-30
Orion Porfolio Solutions, LLC 50,917 $2,172,113 ▼ -10,998 0.02% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 49,939 $2,130,422 ▲ +4,516 0.00% 2026-06-30
Strategic Global Advisors, LLC 47,034 $2,059,075 ▲ +29,166 0.29% 2026-06-30
Old Port Advisors 48,080 $2,051,113 ▲ +1,491 0.40% 2026-06-30
Blume Capital Management, Inc. 47,681 $2,034,072 ▼ -850 0.30% 2026-06-30
Vise Technologies, Inc. 47,584 $2,029,944 ▼ -5,729 0.02% 2026-06-30
Vanguard Personalized Indexing Management, LLC 47,564 $2,029,080 ▼ -10,207 0.02% 2026-06-30
BOOTHBAY FUND MANAGEMENT, LLC 46,970 $2,003,740 ▲ +19,838 0.03% 2026-06-30
NewEdge Advisors, LLC 46,489 $1,983,207 ▼ -31,012 0.01% 2026-06-30
Verdence Capital Advisors LLC 46,110 $1,967,053 ▲ +351 0.10% 2026-06-30
EagleClaw Capital Managment, LLC 45,410 $1,937,191 ▼ -5,425 0.26% 2026-06-30
MidFirst Bank 45,215 $1,928,872 ▲ +45,176 0.14% 2026-06-30
Focus Partners Wealth 44,866 $1,913,989 ▼ -7,239 0.00% 2026-06-30
UNITED CAPITAL FINANCIAL ADVISORS, LLC 44,233 $1,886,978 ▼ -5,442 0.01% 2026-06-30
Glass Wealth Management Co LLC 43,650 $1,862,109 ▲ +4,775 0.62% 2026-06-30
44 WEALTH MANAGEMENT LLC 43,343 $1,849,012 ▼ -12,126 0.61% 2026-06-30
Harvest Portfolios Group Inc. 43,300 $1,847,178 ▼ -7,600 0.03% 2026-06-30
CenterStar Asset Management, LLC 43,262 $1,845,494 ▲ +36,262 0.31% 2026-06-30
BTC Capital Management, Inc. 43,138 $1,840,270 ▲ +747 0.11% 2026-06-30
Great Lakes Retirement, Inc. 42,289 $1,804,068 ▲ +4,661 0.16% 2026-06-30
Crossmark Global Holdings, Inc. 40,788 $1,740,016 ▼ -3,461 0.02% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 40,738 $1,737,883 ▲ +469 0.00% 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 39,831 $1,699,190 ▼ -6,789 0.00% 2026-06-30
Graham Capital Management, L.P. 39,723 $1,694,583 New position 0.03% 2026-06-30
MGO ONE SEVEN LLC 39,668 $1,692,237 ▼ -1,879 0.03% 2026-06-30
PARADIGM ASSET MANAGEMENT CO LLC 19,200 $1,648,108 Unchanged 0.35% 2026-06-30
Advisory Services Network, LLC 38,375 $1,637,066 ▲ +4,185 0.02% 2026-06-30
Cascade Investment Advisors, Inc. 38,343 $1,635,712 ▲ +570 0.89% 2026-06-30
KENNEDY CAPITAL MANAGEMENT LLC 38,067 $1,623,938 ▲ +1,085 0.03% 2026-06-30
Financial Solutions Advisory Group, Inc. 36,624 $1,607,794 New position 0.20% 2026-06-30
HF Advisory Group, LLC 37,289 $1,590,758 ▼ -2,842 0.49% 2026-06-30
China Universal Asset Management Co., Ltd. 37,031 $1,579,742 ▼ -6,402 0.09% 2026-06-30
Jain Global LLC 36,546 $1,559,052 New position 0.01% 2026-06-30
Farther Finance Advisors, LLC 36,313 $1,550,169 ▼ -20,587 0.01% 2026-06-30
Advisors Asset Management, Inc. 35,515 $1,515,070 ▲ +2,907 0.02% 2026-06-30
Sequoia Financial Advisors, LLC 34,965 $1,491,611 ▼ -1,747 0.01% 2026-06-30
denkapparat Operations GmbH 34,572 $1,474,842 Unchanged 0.48% 2026-06-30
AE Wealth Management LLC 34,504 $1,471,957 ▲ +3,966 0.01% 2026-06-30
Stablepoint Partners, LLC 33,442 $1,426,623 ▲ +30 0.20% 2026-06-30
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 33,400 $1,424,844 New position 0.06% 2026-06-30
Arjuna Capital 33,241 $1,418,062 ▼ -23,787 0.32% 2026-06-30
Archford Capital Strategies, LLC 33,227 $1,417,464 New position 0.14% 2026-06-30
Storgate, LLC 33,157 $1,414,478 ▲ +18,669 0.29% 2026-06-30
ELEVATION POINT WEALTH PARTNERS, LLC 33,155 $1,414,404 ▼ -2,524 0.03% 2026-06-30
CSS LLC/IL 32,970 $1,406,500 New position 0.05% 2026-06-30
LANARK FINANCIAL, INC. 32,723 $1,395,985 ▲ +1,141 0.09% 2026-06-30
Steward Partners Investment Advisory, LLC 32,471 $1,385,210 ▼ -50,565 0.01% 2026-06-30
Banco Santander, S.A. 31,551 $1,345,966 ▼ -328 0.01% 2026-06-30
FOURPATH CAPITAL MANAGEMENT, LLC 31,493 $1,343,491 ▲ +5,531 0.18% 2026-06-30
KEYBANK NATIONAL ASSOCIATION/OH 31,247 $1,332,999 ▲ +3,438 0.00% 2026-06-30
CHOREO, LLC 31,223 $1,331,969 ▼ -1,173 0.01% 2026-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 30,929 $1,319,431 New position 0.00% 2026-06-30
RITHOLTZ WEALTH MANAGEMENT 30,805 $1,314,161 ▲ +4,545 0.02% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 30,508 $1,301,471 Unchanged 0.00% 2026-06-30
Aaron Wealth Advisors LLC 29,120 $1,242,259 ▼ -3,371 0.06% 2026-06-30
SIGNATUREFD, LLC 28,737 $1,225,932 ▲ +2,933 0.02% 2026-06-30
Clearstead Advisors, LLC 27,838 $1,187,570 ▲ +13,783 0.01% 2026-06-30
Laird Norton Wetherby Trust Company, LLC 27,342 $1,166,410 ▼ -5,961 0.02% 2026-06-30
Caprock Group, LLC 27,159 $1,158,603 ▲ +8,297 0.02% 2026-06-30
STEPHENS INC /AR/ 26,630 $1,136,057 ▼ -1,699 0.01% 2026-06-30
BAILARD, INC. 26,496 $1,130,319 ▼ -2,295 0.02% 2026-06-30
EVOLVE PRIVATE WEALTH, LLC 26,351 $1,124,134 ▼ -582 0.07% 2026-06-30
Strategic Investment Advisors / MI 25,867 $1,103,485 New position 0.07% 2026-06-30
Arax Advisory Partners 25,469 $1,086,508 ▲ +15,210 0.01% 2026-06-30
PZENA INVESTMENT MANAGEMENT LLC 25,302 $1,079,391 ▲ +6,214 0.00% 2026-06-30
STATE STREET CORP 24,276 $1,038,914 Unchanged 0.00% 2026-06-30
Y-Intercept (Hong Kong) Ltd 24,073 $1,026,954 ▲ +17,581 0.02% 2026-06-30
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 24,003 $1,023,969 ▼ -1,577 0.10% 2026-06-30
Richard C. Young & CO., LTD. 23,848 $1,017,356 ▼ -3,557 0.07% 2026-06-30
Concurrent Investment Advisors, LLC 23,781 $1,014,500 ▲ +1,471 0.01% 2026-06-30
Allspring Global Investments Holdings, LLC 23,555 $1,012,158 ▼ -89,728 0.00% 2026-06-30
Nicholas Hoffman & Company, LLC. 23,535 $1,004,003 ▼ -253 0.02% 2026-06-30
INTRUST BANK NA 23,309 $994,361 ▼ -4,311 0.07% 2026-06-30
Ballentine Partners, LLC 23,224 $990,736 ▲ +10,715 0.01% 2026-06-30
Probity Advisors, Inc. 22,198 $946,967 ▼ -1,481 0.14% 2026-06-30
Arkadios Wealth Advisors 22,071 $941,549 ▼ -14,075 0.01% 2026-06-30
Keystone Financial Planning, Inc. 21,872 $933,081 ▼ -144 0.24% 2026-06-30
Global Retirement Partners, LLC 21,491 $916,808 ▲ +106 0.01% 2026-06-30
FIFTH THIRD BANCORP 21,461 $915,526 ▼ -1,455 0.00% 2026-06-30
ClearAlpha Technologies LP 21,105 $900,339 New position 1.54% 2026-06-30
Snowden Capital Advisors LLC 21,094 $899,875 ▼ -3,066 0.02% 2026-06-30
Smartleaf Asset Management LLC 20,715 $899,652 Unchanged 0.03% 2026-06-30
Pavaki Capital Management LLC 20,000 $853,200 Unchanged 0.30% 2026-06-30
Aviso Financial Inc. 19,416 $828,286 ▼ -35,278 0.03% 2026-06-30
REGATTA CAPITAL GROUP, LLC 18,955 $808,619 ▼ -1,561 0.11% 2026-06-30
Tower Research Capital LLC (TRC) 18,564 $791,940 ▲ +18,538 0.02% 2026-06-30
Mirae Asset Global Investments Co., Ltd. 18,428 $786,138 ▲ +14,752 0.00% 2026-06-30
GTS SECURITIES LLC 18,059 $770,397 New position 0.02% 2026-06-30
PRINCIPAL SECURITIES, INC. 18,034 $769,330 ▼ -21,118 0.01% 2026-06-30
VIKING FUND MANAGEMENT LLC 18,000 $767,880 ▲ +6,000 0.07% 2026-06-30
Abel Hall, LLC 17,821 $760,244 ▲ +3,456 0.13% 2026-06-30
GC Wealth Management RIA, LLC 17,743 $756,916 ▼ -4,401 0.04% 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 17,713 $755,637 ▼ -66,722 0.00% 2026-06-30
Qtron Investments LLC 17,658 $753,290 ▲ +7,716 0.10% 2026-06-30
GeoWealth Management, LLC 17,564 $749,281 ▼ -19,425 0.02% 2026-06-30
WEALTH ALLIANCE, LLC 17,541 $748,299 ▼ -24,491 0.06% 2026-06-30
R Squared Ltd 17,447 $744,289 ▼ -8,583 0.39% 2026-06-30
Investors Research Corp 16,468 $702,525 ▼ -525 0.13% 2026-06-30
Peoples Bank/KS 16,375 $698,558 ▲ +60 0.68% 2026-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 16,279 $694,463 ▼ -19,185 0.01% 2026-06-30
D.A. DAVIDSON & CO. 16,148 $688,874 ▼ -4,189 0.00% 2026-06-30
Sterling Capital Management LLC 16,025 $683,626 ▼ -4,328 0.01% 2026-06-30
MAI Capital Management 15,911 $678,746 ▲ +2,007 0.00% 2026-06-30
Schonfeld Strategic Advisors LLC 15,897 $678,166 New position 0.00% 2026-06-30
IEQ CAPITAL, LLC 15,620 $666,349 ▼ -6,008 0.00% 2026-06-30
HB Wealth Management, LLC 15,572 $664,328 ▼ -4,668 0.00% 2026-06-30
BANK OF HAWAII 15,414 $657,561 ▼ -4,148 0.03% 2026-06-30
Summit Trail Advisors, LLC 15,375 $655,897 ▼ -2,697 0.01% 2026-06-30
Composition Wealth, LLC 15,214 $649,037 ▲ +8,115 0.01% 2026-06-30
Stratos Wealth Partners, LTD. 15,157 $646,628 ▲ +2,199 0.01% 2026-06-30
Regal Investment Advisors LLC 15,113 $644,721 ▼ -858 0.03% 2026-06-30
CHIRON CAPITAL MANAGEMENT, LLC 15,102 $644,251 ▲ +6,500 0.58% 2026-06-30
V-Square Quantitative Management LLC 14,908 $635,975 ▲ +448 0.06% 2026-06-30
Persistent Asset Partners Ltd 14,750 $629,235 ▲ +4,804 0.19% 2026-06-30
NLB Skladi, upravljanje premozenja, d.o.o. 14,740 $628,808 Unchanged 0.02% 2026-06-30
Voya Financial Advisors, Inc. 14,392 $625,066 ▼ -6,383 0.06% 2026-06-30
AlphaCentric Advisors LLC 14,590 $622,409 ▲ +208 0.53% 2026-06-30
Transamerica Financial Advisors, LLC 14,570 $621,585 ▼ -141 0.05% 2026-06-30
PROFUND ADVISORS LLC 14,364 $612,768 ▼ -415 0.02% 2026-06-30
Aigen Investment Management, LP 14,359 $612,555 New position 0.17% 2026-06-30
Keudell/Morrison Wealth Management 14,344 $611,921 ▲ +241 0.12% 2026-06-30
Lantz Financial LLC 14,278 $609,099 ▲ +1,088 0.11% 2026-06-30
Evelyn Partners Group Ltd 14,233 $607,180 New position 0.00% 2026-06-30
Apollon Wealth Management, LLC 14,138 $603,108 ▼ -365 0.01% 2026-06-30
BKM Wealth Management, LLC 14,026 $598,377 ▲ +716 0.21% 2026-06-30
Code Waechter LLC 13,905 $593,187 ▲ +416 0.31% 2026-06-30
Leisure Capital Management 13,726 $585,552 ▲ +1,547 0.18% 2026-06-30
Dorsey & Whitney Trust CO LLC 13,635 $581,669 ▼ -1,386 0.03% 2026-06-30
B. Riley Wealth Advisors, Inc. 13,327 $578,794 ▲ +935 0.03% 2026-06-30
KESTRA PRIVATE WEALTH SERVICES, LLC 13,536 $577,446 ▼ -3,565 0.01% 2026-06-30
Park Place Capital Corp 13,474 $574,801 ▲ +951 0.09% 2026-06-30
Compound Planning, Inc. 13,468 $574,545 ▲ +169 0.01% 2026-06-30
GLENMEDE TRUST CO NA 12,969 $553,256 ▼ -47,210 0.00% 2026-06-30
Ellevest, Inc. 12,764 $547,538 ▼ -27 0.06% 2026-06-30
Inlet Private Wealth, LLC 12,700 $541,782 New position 0.13% 2026-06-30
Mezzasalma Advisors, LLC 12,586 $536,919 ▼ -1,030 0.11% 2026-06-30
REGIONS FINANCIAL CORP 12,554 $535,553 ▲ +4,332 0.00% 2026-06-30
Waverly Advisors, LLC 12,451 $531,160 ▲ +1,811 0.00% 2026-06-30
IFG Advisory, LLC 12,209 $520,836 New position 0.02% 2026-06-30
WCG Wealth Advisors LLC 11,990 $511,477 ▼ -90,954 0.01% 2026-06-30
OPPENHEIMER & CO INC 11,905 $507,867 ▲ +1,294 0.01% 2026-06-30
Argent Trust Co 11,896 $507,486 ▼ -19,336 0.01% 2026-06-30
Cerro Pacific Wealth Advisors LLC 11,855 $505,735 ▲ +256 0.11% 2026-06-30
IFP Advisors, Inc 11,853 $505,649 ▲ +9,558 0.01% 2026-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11,583 $494,131 ▲ +810 0.00% 2026-06-30
Sivia Capital Partners, LLC 11,502 $490,675 ▲ +1,786 0.06% 2026-06-30
Focus Partners Advisor Solutions, LLC 11,354 $484,385 ▼ -971 0.00% 2026-06-30
Equitable Holdings, Inc. 11,296 $481,871 ▼ -20,527 0.00% 2026-06-30
Legacy Capital Wealth Partners, LLC 11,251 $479,968 ▼ -1,038 0.09% 2026-06-30
Hudson Portfolio Management LLC 11,225 $478,859 Unchanged 0.36% 2026-06-30
JOHNSON INVESTMENT COUNSEL INC 11,209 $478,176 ▲ +103 0.00% 2026-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 11,191 $477,409 ▼ -350 0.02% 2026-06-30
Ausdal Financial Partners, Inc. 11,154 $475,818 ▼ -2,174 0.02% 2026-06-30
Cohen Investment Advisors LLC 11,064 $471,990 ▲ +1,584 0.21% 2026-06-30
Manske Wealth Management 11,028 $470,454 ▲ +216 0.12% 2026-06-30
First City Capital Management, Inc. 11,020 $470,113 Unchanged 0.23% 2026-06-30
BEARING POINT CAPITAL, LLC 11,000 $469,260 New position 0.06% 2026-06-30
COURIER CAPITAL LLC 10,758 $458,936 ▼ -420 0.02% 2026-06-30
ADVISORTRUST PARTNERS, LLC 10,694 $456,206 ▲ +571 0.16% 2026-06-30
YOUSIF CAPITAL MANAGEMENT, LLC 10,640 $453,902 ▼ -46,650 0.01% 2026-06-30
Parallel Advisors, LLC 10,436 $445,229 ▲ +3,933 0.01% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 10,433 $445,072 ▼ -764,990 0.00% 2026-06-30
NAPLES GLOBAL ADVISORS, LLC 10,323 $440,380 ▼ -25 0.03% 2026-06-30
Versant Capital Management, Inc 10,275 $438,332 ▼ -2,721 0.04% 2026-06-30
REXFORD CAPITAL INC 10,207 $435,431 ▼ -69 0.27% 2026-06-30
OpenArc Corporate Advisory, LLC 10,192 $434,791 ▲ +4,600 0.01% 2026-06-30
Moors & Cabot, Inc. 10,051 $428,778 ▼ -262 0.02% 2026-06-30
HUNTINGTON NATIONAL BANK 10,049 $428,648 ▼ -260 0.00% 2026-06-30
Portside Wealth Group, LLC 10,008 $426,942 ▲ +4,856 0.05% 2026-06-30
DCF Advisers, LLC 10,000 $426,600 ▲ +4,500 0.08% 2026-06-30
PING CAPITAL MANAGEMENT, INC. 10,000 $426,600 Unchanged 0.11% 2026-06-30
Checchi Capital Advisers, LLC 9,971 $422,363 ▼ -517 0.02% 2026-06-30
Diversify Advisory Services, LLC 9,285 $408,540 ▲ +3,926 0.01% 2026-06-30
DIVERSIFY WEALTH MANAGEMENT, LLC 9,285 $408,540 ▲ +2,148 0.01% 2026-06-30
Hilltop National Bank 9,572 $408,342 ▲ +100 0.09% 2026-06-30
Colonial River Investments, LLC 9,567 $408,128 ▼ -2,085 0.12% 2026-06-30
SEARLE & CO. 9,500 $405,270 ▼ -500 0.09% 2026-06-30
NEW WAVE WEALTH ADVISORS LLC 9,445 $402,924 ▲ +2,442 0.11% 2026-06-30
Sowell Financial Services LLC 9,333 $398,156 ▼ -269 0.01% 2026-06-30
Raab & Moskowitz Asset Management LLC 9,307 $397,037 Unchanged 0.08% 2026-06-30
Allworth Financial LP 9,233 $393,893 ▲ +243 0.00% 2026-06-30
Empowered Funds, LLC 9,100 $388,206 ▲ +242 0.00% 2026-06-30
PINNACLE ASSOCIATES LTD 8,843 $377,260 ▼ -840 0.00% 2026-06-30
WINTON GROUP Ltd 8,800 $375,408 New position 0.01% 2026-06-30
TI-TRUST, INC 8,733 $372,550 Unchanged 0.20% 2026-06-30
AXXCESS WEALTH MANAGEMENT, LLC 8,655 $369,222 New position 0.01% 2026-06-30
GREAT VALLEY ADVISOR GROUP, INC. 8,630 $368,263 ▼ -1,265 0.01% 2026-06-30
Navigation Group, LLC 8,454 $360,653 ▲ +139 0.07% 2026-06-30
HSBC HOLDINGS PLC 8,442 $360,168 ▼ -99,247 0.00% 2026-06-30
MISSION WEALTH MANAGEMENT, LP 8,425 $359,408 ▲ +1,516 0.00% 2026-06-30
FIDUCIARY FINANCIAL GROUP, LLC 8,403 $358,472 ▲ +2,124 0.04% 2026-06-30
ATLANTIC FAMILY WEALTH, LLC 8,402 $358,429 Unchanged 0.23% 2026-06-30
Central Pacific Bank - Trust Division 8,400 $358,344 ▼ -600 0.04% 2026-06-30
Forza Wealth Management, LLC 8,145 $347,466 Unchanged 0.11% 2026-06-30
SIH Partners, LLLP 8,092 $345,205 ▼ -920 0.00% 2026-06-30
J.W. COLE ADVISORS, INC. 8,074 $344,437 ▲ +458 0.01% 2026-06-30
ALLIANCEBERNSTEIN L.P. 7,147 $344,342 New position 0.00% 2026-06-30
Paragon Private Wealth Management, LLC 8,000 $341,280 ▼ -802 0.09% 2026-06-30
Lido Advisors, LLC 7,934 $338,526 ▲ +1,221 0.00% 2026-06-30
Private Advisor Group, LLC 7,834 $334,177 ▼ -89,176 0.00% 2026-06-30
JEPPSON WEALTH MANAGEMENT, LLC 7,776 $331,724 ▼ -499 0.10% 2026-06-30
Pekin Hardy Strauss, Inc. 7,737 $330,060 ▼ -200 0.03% 2026-06-30
Stokes Family Office, LLC 7,732 $329,847 ▼ -772 0.04% 2026-06-30
GENESIS PRIVATE WEALTH, LLC 7,644 $326,093 ▼ -412 0.09% 2026-06-30
ProShare Advisors LLC 7,629 $325,453 ▼ -3,320 0.00% 2026-06-30
Phillips Wealth Planners LLC 7,555 $324,714 ▼ -232 0.24% 2026-06-30
HM PAYSON & CO 7,582 $323,449 ▼ -566 0.00% 2026-06-30
Independent Advisor Alliance 7,572 $323,042 ▲ +462 0.01% 2026-06-30
Prime Capital Investment Advisors, LLC 7,567 $322,808 New position 0.00% 2026-06-30
LAUREL OAK WEALTH MANAGEMENT, LLC 7,565 $322,723 ▲ +583 0.05% 2026-06-30
Sunpointe, LLC 7,549 $322,040 ▲ +554 0.09% 2026-06-30
Bulltick Wealth Management, LLC 7,509 $320,334 ▲ +691 0.07% 2026-06-30
Arista Wealth Management, LLC 7,355 $313,764 ▼ -165 0.03% 2026-06-30
LGT Group Foundation 7,301 $311,461 New position 0.00% 2026-06-30
Cherokee Insurance Co 7,213 $307,707 Unchanged 0.12% 2026-06-30
Wynn Capital, LLC 7,210 $307,579 ▼ -6 0.14% 2026-06-30
Bayesian Capital Management, LP 7,199 $307,109 New position 0.20% 2026-06-30
Greenfield Seitz Capital Management, LLC 7,193 $306,853 ▼ -2 0.09% 2026-06-30
Modern Wealth Management, LLC 7,189 $306,683 ▲ +1,517 0.00% 2026-06-30
SAGE RHINO CAPITAL LLC 7,084 $302,203 ▼ -1,106 0.05% 2026-06-30
J.M. Arbour, LLC 7,019 $299,431 ▲ +305 0.26% 2026-06-30
Cetera Trust Company, N.A 6,910 $294,781 ▲ +120 0.15% 2026-06-30
EAGLE ROCK INVESTMENT COMPANY, LLC 6,800 $290,088 Unchanged 0.04% 2026-06-30
Aspen Grove Capital, LLC 6,792 $289,789 ▼ -933 0.04% 2026-06-30
PCM Encore, LLC 6,790 $289,661 ▼ -2,145 0.05% 2026-06-30
INSIGNEO ADVISORY SERVICES, LLC 6,724 $286,846 ▲ +567 0.01% 2026-06-30
Cooper Financial Group 6,464 $275,763 ▼ -6,896 0.02% 2026-06-30
BSW Wealth Partners 6,431 $274,347 ▼ -1,702 0.03% 2026-06-30
E&G Advisors, LLC 6,398 $272,939 Unchanged 0.05% 2026-06-30
ST GERMAIN D J CO INC 6,385 $272,384 ▼ -620 0.01% 2026-06-30
AssuredPartners Investment Advisors, LLC 6,382 $272,256 ▼ -1,209 0.03% 2026-06-30
Gallacher Capital Management LLC 6,375 $271,968 ▼ -878 0.15% 2026-06-30
DRW Securities, LLC 6,337 $270,336 ▼ -10,964 0.01% 2026-06-30
FOCUSED ALPHA, LLC 6,272 $267,558 ▲ +783 0.07% 2026-06-30
Perigon Wealth Management, LLC 6,199 $264,430 ▲ +339 0.00% 2026-06-30
OLD NATIONAL BANCORP /IN/ 6,184 $263,808 ▼ -6,222 0.01% 2026-06-30
Trek Financial, LLC 6,156 $262,615 ▲ +129 0.01% 2026-06-30
SYON CAPITAL LLC 6,102 $260,311 ▲ +1,112 0.01% 2026-06-30
Avior Wealth Management, LLC 6,093 $259,927 ▲ +1,455 0.01% 2026-06-30
CENTRAL TRUST Co 6,068 $258,861 ▲ +220 0.00% 2026-06-30
Advyzon Investment Management, LLC 6,007 $256,258 ▼ -190 0.02% 2026-06-30
GUGGENHEIM CAPITAL LLC 5,995 $255,747 ▼ -1,005 0.00% 2026-06-30
ALTA CAPITAL MANAGEMENT LLC/ 5,966 $254,509 ▼ -92 0.02% 2026-06-30
Kingsview Wealth Management, LLC 5,958 $254,173 ▼ -399 0.00% 2026-06-30
Prospera Financial Services Inc 5,936 $253,223 ▼ -1,186 0.00% 2026-06-30
Capital Investment Advisory Services, LLC 5,816 $248,114 ▲ +1,326 0.02% 2026-06-30
Ashton Thomas Private Wealth, LLC 5,752 $245,380 ▼ -55,564 0.01% 2026-06-30
Valeo Financial Advisors, LLC 5,730 $244,442 ▲ +568 0.01% 2026-06-30
Integrated Wealth Concepts LLC 5,684 $242,433 ▼ -6,450 0.00% 2026-06-30
HBK Sorce Advisory LLC 5,646 $241,536 ▼ -528 0.00% 2026-06-30
Patten Group, Inc. 5,643 $240,745 ▼ -153 0.04% 2026-06-30
RFG Advisory, LLC 5,639 $240,560 New position 0.00% 2026-06-30
Meridian Wealth Management, LLC 5,615 $239,524 ▼ -1,224 0.01% 2026-06-30
Frec Markets, Inc. 5,511 $235,099 ▲ +289 0.02% 2026-06-30
Johnson Financial Group, LLC 5,501 $234,673 New position 0.01% 2026-06-30
SeaCrest Wealth Management, LLC 5,475 $233,564 ▲ +308 0.03% 2026-06-30
Summit Financial, LLC 5,447 $232,357 New position 0.00% 2026-06-30
HUB Investment Partners, LLC 5,429 $231,601 New position 0.00% 2026-06-30
Prosperity Consulting Group, LLC 5,418 $231,132 ▲ +3 0.01% 2026-06-30
WEATHERLY ASSET MANAGEMENT L. P. 5,403 $230,488 ▼ -1,533 0.02% 2026-06-30
Bruce G. Allen Investments, LLC 5,366 $228,914 ▼ -685 0.15% 2026-06-30
Whetstone Capital Advisors, LLC 5,329 $227,335 ▼ -445 0.06% 2026-06-30
Avidian Wealth Enterprises, LLC 5,325 $227,165 ▼ -450 0.01% 2026-06-30
PERSONAL CFO SOLUTIONS, LLC 5,306 $226,354 ▼ -4,262 0.03% 2026-06-30
Focus Financial Network, Inc. 5,302 $226,183 ▲ +446 0.01% 2026-06-30
EP Wealth Advisors, LLC 5,281 $225,303 ▲ +343 0.00% 2026-06-30
Jacobi Capital Management LLC 5,256 $224,211 ▲ +571 0.01% 2026-06-30
Lloyd Advisory Services, LLC. 5,244 $223,709 New position 0.09% 2026-06-30
GF FUND MANAGEMENT CO. LTD. 5,180 $220,979 ▼ -763 0.00% 2026-06-30
CreativeOne Wealth, LLC 5,152 $219,784 ▼ -4,222 0.00% 2026-06-30
Zhang Financial LLC 5,130 $218,846 Unchanged 0.01% 2026-06-30
WEALTHEDGE INVESTMENT ADVISORS, LLC 5,110 $217,993 New position 0.07% 2026-06-30
XPONANCE LLC 5,082 $216,798 ▲ +532 0.00% 2026-06-30
StoneX Group Inc. 4,884 $214,989 New position 0.01% 2026-06-30
LAZARD ASSET MANAGEMENT LLC 5,000 $213,300 ▼ -5,783 0.00% 2026-06-30
DLD Asset Management, LP 5,000 $213,300 New position 0.01% 2026-06-30
Grove Bank & Trust 5,000 $213,300 ▼ -30 0.02% 2026-06-30
Beacon Bank & Trust 4,987 $212,745 Unchanged 0.04% 2026-06-30
PDS Planning, Inc 4,975 $212,234 ▼ -1,582 0.01% 2026-06-30
SAGESPRING WEALTH PARTNERS, LLC 4,970 $212,021 ▲ +159 0.00% 2026-06-30
Kathmere Capital Management, LLC 4,937 $210,612 ▼ -313 0.01% 2026-06-30
Florida Trust Wealth Management Co 4,797 $204,640 New position 0.01% 2026-06-30
Bridgewater Advisors Inc. 4,762 $204,532 ▼ -1,466 0.01% 2026-06-30
Intrua Financial, LLC 4,791 $204,371 ▲ +458 0.02% 2026-06-30
TOWNSQUARE CAPITAL LLC 4,744 $202,380 New position 0.04% 2026-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 4,728 $201,699 ▼ -2,093 0.00% 2026-06-30
NIA IMPACT ADVISORS, LLC 4,723 $201,483 New position 0.08% 2026-06-30
Aptus Capital Advisors, LLC 4,703 $200,630 New position 0.00% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 4,637 $197,814 ▼ -2,036 0.02% 2026-06-30
Geneos Wealth Management Inc. 4,454 $190,008 ▼ -11,048 0.00% 2026-06-30
GAMMA Investing LLC 4,347 $187,815 ▼ -355 0.01% 2026-06-30
CVA Family Office, LLC 4,200 $179,172 Unchanged 0.02% 2026-06-30
Archer Investment Corp 4,072 $173,712 Unchanged 0.03% 2026-06-30
VALLEY NATIONAL ADVISERS INC 3,884 $165,692 ▼ -546 0.02% 2026-06-30
ROTHSCHILD INVESTMENT LLC 3,570 $152,296 ▼ -339 0.01% 2026-06-30
Hara Capital LLC 3,388 $144,532 Unchanged 0.08% 2026-06-30
Cromwell Holdings LLC 3,128 $133,440 ▼ -786 0.06% 2026-06-30
Aberdeen Wealth Management LLC 2,820 $120,301 New position 0.06% 2026-06-30
Caldwell Trust Co 2,473 $105,498 ▼ -176 0.01% 2026-06-30
Knights of Columbus Asset Advisors LLC 2,405 $102,597 ▼ -1,284 0.01% 2026-06-30
Cullen/Frost Bankers, Inc. 2,337 $99,696 ▲ +10 0.00% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 2,327 $99,270 ▲ +1,149 0.00% 2026-06-30
Pacer Advisors, Inc. 1,156,434 $99,206 ▲ +255,474 0.25% 2026-06-30
JNBA Financial Advisors 2,323 $99,100 Unchanged 0.01% 2026-06-30
Manchester Capital Management LLC 2,261 $96,455 ▲ +654 0.01% 2026-06-30
Corient IA LP 2,120 $90,439 New position 0.08% 2026-06-30
Quintet Private Bank (Europe) S.A. 2,050 $87,453 Unchanged 0.01% 2026-06-30
SITTNER & NELSON, LLC 2,000 $85,320 Unchanged 0.03% 2026-06-30
Indiana Trust & Investment Management Co 1,848 $78,836 Unchanged 0.02% 2026-06-30
CHELSEA COUNSEL CO 1,845 $78,708 Unchanged 0.03% 2026-06-30
PICTON MAHONEY ASSET MANAGEMENT 170,000 $78,200 Unchanged 0.00% 2026-06-30
Spire Wealth Management 1,823 $77,789 ▲ +28 0.00% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 1,788 $76,276 Unchanged 0.00% 2026-06-30
Ritter Daniher Financial Advisory LLC / DE 1,644 $70,125 ▼ -2,682 0.01% 2026-06-30
WealthCollab, LLC 1,469 $62,668 ▲ +416 0.02% 2026-06-30
HARBOUR INVESTMENTS, INC. 1,457 $62,135 ▼ -1,067 0.00% 2026-06-30
MATHER GROUP, LLC. 1,431 $61,046 ▲ +204 0.00% 2026-06-30
Truvestments Capital LLC 1,402 $59,809 ▼ -59 0.01% 2026-06-30
Costello Asset Management, INC 1,400 $59,724 Unchanged 0.02% 2026-06-30
Dunhill Financial, LLC 1,354 $57,761 ▲ +936 0.01% 2026-06-30
Institute for Wealth Management, LLC. 1,239 $52,837 New position 0.00% 2026-06-30
SUMMIT SECURITIES GROUP LLC 1,100 $46,926 New position 0.00% 2026-06-30
Owl Creek Wealth Partners LLC 1,084 $46,244 ▼ -53 0.01% 2026-06-30
Meramec Financial Planners, LLC 1,025 $45,100 Unchanged 0.02% 2026-06-30
WEBSTER BANK, N. A. 1,000 $42,660 Unchanged 0.00% 2026-06-30
UMB Bank, n.a. 978 $41,721 ▲ +226 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 959 $40,908 ▼ -2,324 0.00% 2026-06-30
MONTAG A & ASSOCIATES INC 935 $39,888 ▲ +37 0.00% 2026-06-30
Wilmington Savings Fund Society, FSB 929 $39,631 ▼ -448 0.00% 2026-06-30
Prestige Wealth Management Group LLC 850 $36,261 Unchanged 0.01% 2026-06-30
Leonteq Securities AG 835 $35,629 ▲ +228 0.00% 2026-06-30
First Command Advisory Services, Inc. 782 $33,360 ▲ +730 0.00% 2026-06-30
Brentview Investment Management LLC 763 $32,550 Unchanged 0.01% 2026-06-30
CDKV HOLDINGS LLC 750 $31,995 Unchanged 0.03% 2026-06-30
DV EQUITIES, LLC 0 $0 Sold out 2026-06-30
Fusion Capital, LLC 0 $0 Sold out 2026-06-30
TD PRIVATE CLIENT WEALTH LLC 0 $0 Sold out 2026-06-30
LEUTHOLD GROUP, LLC 0 $0 Sold out 2026-06-30
Redwood Grove Capital, LLC 0 $0 Sold out 2026-06-30
AMG National Trust Bank 0 $0 Sold out 2026-06-30
CGN Advisors LLC 0 $0 Sold out 2026-06-30
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0 $0 Sold out 2026-06-30
Cinctive Capital Management LP 0 $0 Sold out 2026-06-30
CRUX WEALTH ADVISORS 0 $0 Sold out 2026-06-30
EPG Wealth Management LLC 0 $0 Sold out 2026-06-30
Meriwether Wealth & Planning, LLC 0 $0 Sold out 2026-06-30
Unique Wealth Strategies, LLC 0 $0 Sold out 2026-06-30
Keystone Financial Services 0 $0 Sold out 2026-06-30
Beverly Hills Private Wealth, LLC 0 $0 Sold out 2026-06-30
Athena Wealth Management, LLC 0 $0 Sold out 2026-06-30
Avantra Family Wealth, Inc. 0 $0 Sold out 2026-06-30
American State Bank (Iowa) 0 $0 Sold out 2026-06-30
Jefferies Financial Group Inc. 0 $0 Sold out 2026-06-30
TWIN CITY PRIVATE WEALTH, LLC 0 $0 Sold out 2026-06-30
Wealth Enhancement Trust Services, Inc. 0 $0 Sold out 2026-06-30
Tranquilli Financial Advisor LLC 0 $0 Sold out 2026-06-30
SPWM Advisors LLC 0 $0 Sold out 2026-06-30
Gateway Wealth Partners, LLC 0 $0 Sold out 2026-06-30
Cordgrass Capital Advisors, LLC 0 $0 Sold out 2026-06-30
Revisor Wealth Management LLC 0 $0 Sold out 2026-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 $0 Sold out 2026-06-30
GFS Advisors, LLC 0 $0 Sold out 2026-06-30
Clearbridge Investments, LLC 0 $0 Sold out 2026-06-30
IFS Group,LLC 0 $0 Sold out 2026-06-30
Ascentis Independent Advisors 0 $0 Sold out 2026-06-30
Rehmann Capital Advisory Group 0 $0 Sold out 2026-06-30
BINGHAM PRIVATE WEALTH, LLC 0 $0 Sold out 2026-06-30
OneDigital Investment Advisors LLC 0 $0 Sold out 2026-06-30
FLC Capital Advisors 0 $0 Sold out 2026-06-30
Collaborative Fund Advisors, LLC 0 $0 Sold out 2026-06-30
SummitTX Capital, L.P. 0 $0 Sold out 2026-06-30
Old North State Trust, LLC 0 $0 Sold out 2026-06-30
Epoch Investment Partners, Inc. 0 $0 Sold out 2026-06-30
Kestra Investment Management, LLC 0 $0 Sold out 2026-06-30
Cresset Asset Management, LLC 0 $0 Sold out 2026-06-30
Ledyard National Bank 0 $0 Sold out 2026-06-30
Leonard Rickey Investment Advisors P.L.L.C. 0 $0 Sold out 2026-06-30
Foyston, Gordon & Payne Inc 0 $0 Sold out 2026-06-30
Essex Financial Services, Inc. 0 $0 Sold out 2026-06-30
Interchange Capital Partners, LLC 0 $0 Sold out 2026-06-30
INDEPENDENT FINANCIAL GROUP, LLC 0 $0 Sold out 2026-06-30
Nolet Wealth Management, LLC 0 $0 Sold out 2026-06-30
Harrington Investments, INC 0 $0 Sold out 2026-06-30
Bond & Devick Financial Network, Inc. 0 $0 Sold out 2026-06-30
Opal Wealth Advisors, LLC 0 $0 Sold out 2026-06-30
Hennion & Walsh Asset Management, Inc. 0 $0 Sold out 2026-06-30
West Family Investments, Inc. 0 $0 Sold out 2026-06-30
Kendall Capital Management 0 $0 Sold out 2026-06-30
COMMERCE BANK 0 $0 Sold out 2026-06-30
Brookstone Capital Management 0 $0 Sold out 2026-06-30
Symphony Financial, Ltd. Co. 0 $0 Sold out 2026-06-30
Larry Mathis Financial Planning, LLC 0 $0 Sold out 2026-06-30
180 WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30
Net Worth Advisory Group 0 $0 Sold out 2026-06-30
BANK OZK 0 $0 Sold out 2026-06-30
Resonant Capital Advisors, LLC 0 $0 Sold out 2026-06-30
PATTEN & PATTEN INC/TN 0 $0 Sold out 2026-06-30
PARK NATIONAL CORP /OH/ 0 $0 Sold out 2026-06-30
Maia Wealth LLC 0 $0 Sold out 2026-06-30
MONECO ADVISORS, LLC 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
Fairway Wealth LLC 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
AdvisorNet Financial, Inc 0 $0 Sold out 2026-06-30
Pingora Partners LLC 0 $0 Sold out 2026-06-30
Wellington Grp LLC 0 $0 Sold out 2026-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 0 $0 Sold out 2026-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 0 $0 Sold out 2026-06-30
Innovative Asset Advisors Group, LLC 0 $0 Sold out 2026-06-30
Annis Gardner Whiting Capital Advisors, LLC 0 $0 Sold out 2026-06-30
EFG International AG 0 $0 Sold out 2026-06-30
Financial Freedom, LLC 0 $0 Sold out 2026-06-30
MPWM ADVISORY SOLUTIONS, LLC 0 $0 Sold out 2026-06-30
Key Capital Management, INC 0 $0 Sold out 2026-06-30
Wealth Science Advisors LLC 0 $0 Sold out 2026-06-30
TFC Financial Management, Inc. 0 $0 Sold out 2026-06-30
Western Pacific Wealth Management, LP 0 $0 Sold out 2026-06-30
Stone House Investment Management, LLC 0 $0 Sold out 2026-06-30
Napier Financial, LLC 0 $0 Sold out 2026-06-30
Crewe Advisors LLC 0 $0 Sold out 2026-06-30
Intentional Wealth Strategies, LLC 0 $0 Sold out 2026-06-30
Godfrey Financial Associates, Inc. 0 $0 Sold out 2026-06-30
BFSG, LLC 0 $0 Sold out 2026-06-30
ALBION FINANCIAL GROUP /UT 0 $0 Sold out 2026-06-30
Abound Wealth Management 0 $0 Sold out 2026-06-30
MBM WEALTH CONSULTANTS, LLC 0 $0 Sold out 2026-06-30
Goodman Advisory Group, LLC 0 $0 Sold out 2026-06-30
Nvest Wealth Strategies, Inc. 0 $0 Sold out 2026-06-30
PMV Capital Advisers, LLC 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