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Institutional Holdings

SUI

Ownership Summary

Institutions Holding
476
Total Shares Held
121,764,308
Total Value Held
$13,054,214,856
Quarter
2025-12-31

Active Positions

Increased Positions
6
567,783 shares
Decreased Positions
10
706,140 shares
Held Positions
4
13,366 shares
New Positions
452
120,477,019 shares
Sold Out Positions
4
33,613 shares
Institution Shares Value Change % of Portfolio Reported
DODGE & COX 14,491,865 $1,795,686,992 New position 2025-12-31
GEODE CAPITAL MANAGEMENT, LLC 2,338,358 $288,936,587 New position 2025-12-31
Russell Investments Group, Ltd. 798,380 $98,928,829 New position 2025-12-31
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 262,148 $32,482,759 New position 2025-12-31
Bank of New York Mellon Corp 692,017 $85,747,889 New position 2025-12-31
Sumitomo Mitsui Trust Group, Inc. 456,746 $54,768,413 ▲ +21,358 0.03% 2026-06-30
CENTERSQUARE INVESTMENT MANAGEMENT LLC 51,323 $6,359,433 New position 2025-12-31
Land & Buildings Investment Management, LLC 285,481 $35,373,951 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 190,643 $23,622,574 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 198,628 $24,611,995 New position 2025-12-31
AMERIPRISE FINANCIAL INC 96,765 $11,999,577 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 162,403 $20,123,356 New position 2025-12-31
RHUMBLINE ADVISERS 152,941 $18,950,858 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 4,122 $510,735 New position 2025-12-31
Clearbridge Investments, LLC 102,340 $12,271,589 New position 0.01% 2026-06-30
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 53,134 $6,583,834 New position 2025-12-31
THIRD AVENUE MANAGEMENT LLC 96,922 $12,009,605 New position 2025-12-31
Uniplan Investment Counsel, Inc. 65,130 $8,070,286 New position 2025-12-31
Mitsubishi UFJ Trust & Banking Corp 158,294 $19,614,209 New position 2025-12-31
DANSKE BANK A/S 73,303 $9,082,975 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 73,147 $9,063,645 New position 2025-12-31
DnB Asset Management AS 77,034 $9,545,283 New position 2025-12-31
LOS ANGELES CAPITAL MANAGEMENT LLC 67,271 $8,066,466 ▲ +45,268 0.03% 2026-06-30
KLP KAPITALFORVALTNING AS 46,900 $5,852,838 New position 2025-12-31
KENNEDY CAPITAL MANAGEMENT LLC 44,994 $5,575,153 New position 2025-12-31
DAVIS SELECTED ADVISERS 42,840 $5,308,304 New position 2025-12-31
MACKENZIE FINANCIAL CORP 18,183 $2,276,933 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 24,691 $2,995,651 ▼ -717 0.01% 2026-06-30
Anson Funds Management LP 23,000 $2,849,930 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 18,847 $2,335,332 New position 2025-12-31
Knights of Columbus Asset Advisors LLC 19,758 $2,448,214 New position 2025-12-31
COHEN & STEERS, INC. 10,059,770 $1,246,603 New position 2025-12-31
GAMCO INVESTORS, INC. ET AL 12,065 $1,494,974 New position 2025-12-31
Catalyst Funds Management Pty Ltd 4,800 $594,768 New position 2025-12-31
SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,950 $1,073,195 Unchanged 0.20% 2026-06-30
Burns Matteson Capital Management, LLC 8,829 $1,058,667 ▼ -425 0.33% 2026-06-30
Saudi Central Bank 8,626 $1,034,344 ▲ +4,061 0.01% 2026-06-30
Ethic Inc. 7,976 $988,286 New position 2025-12-31
YOUSIF CAPITAL MANAGEMENT, LLC 6,210 $744,641 ▼ -106 0.01% 2026-06-30
One Capital Management, LLC 5,688 $704,907 New position 2025-12-31
E. Ohman J:or Asset Management AB 4,277 $512,855 Unchanged 0.01% 2026-06-30
Sterling Capital Management LLC 6,038 $748,169 New position 2025-12-31
Wahed Invest LLC 3,220 $398,990 New position 2025-12-31
PANAGORA ASSET MANAGEMENT INC 2,220 $275,080 New position 2025-12-31
NIXON PEABODY TRUST CO 2,000 $247,820 New position 2025-12-31
GF FUND MANAGEMENT CO. LTD. 2,074 $256,989 New position 2025-12-31
Oslo Pensjonsforsikring AS 1,142 $136,937 ▲ +752 0.02% 2026-06-30
HUNTINGTON NATIONAL BANK 719 $89,091 New position 2025-12-31
Livforsakringsbolaget Skandia, Omsesidigt 700 $87,314 New position 2025-12-31
GW&K Investment Management, LLC 398,019 $49,319 New position 2025-12-31
Wiser Advisor Group LLC 357 $44,273 New position 2025-12-31
Basecamp Wealth Advisors LLC 281 $33,695 ▼ -72 0.01% 2026-06-30
Fulcrum Asset Management LLP 8,409 $2,749,522 New position 2025-12-31
TRUST CO OF TOLEDO NA /OH/ 170 $20,385 New position 0.00% 2026-06-30
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 170 $20,381 ▼ -13 0.01% 2026-06-30
Raiffeisen Bank International AG 121 $15,182 New position 2025-12-31
Arlington Trust Co LLC 137 $16,428 Unchanged 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 98 $11,751 ▼ -45 0.00% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 44 $5,452 New position 2025-12-31
Redwood Investment Management, LLC 19,395 $2,403 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 12,598 $1,561 New position 2025-12-31
iA Global Asset Management Inc. 4,747 $588 New position 2025-12-31
AMALGAMATED BANK 6,931 $859 New position 2025-12-31
COMMERZBANK AKTIENGESELLSCHAFT /FI 8,378 $1,038 New position 2025-12-31
Janney Montgomery Scott LLC 3,042 $365 New position 0.00% 2026-06-30
BESSEMER GROUP INC 192 $24 New position 2025-12-31
Covestor Ltd 74 $9 New position 2025-12-31
CX Institutional 29 $4 New position 2025-12-31
Pacer Advisors, Inc. 3 $372 New position 2025-12-31
MARSHALL WACE, LLP 8,384 $1,038,862 New position 2025-12-31
STRS OHIO 77,037 $9,545,655 New position 2025-12-31
VAN ECK ASSOCIATES CORP 69,111 $8,564 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 49,155 $6,090,796 New position 2025-12-31
Adelante Capital Management LLC 0 $0 Sold out 2026-06-30
Plato Investment Management Ltd 4,674 $581,978 New position 2025-12-31
PRAXIS INVESTMENT MANAGEMENT INC 4,437 $550 New position 2025-12-31
NewEdge Advisors, LLC 1,497 $185,538 New position 2025-12-31
Harvest Fund Management Co., Ltd 588 $73 New position 2025-12-31
V-Square Quantitative Management LLC 0 $0 Sold out 2026-06-30
Ancora Advisors LLC 187 $23,171 New position 2025-12-31
Independence Bank of Kentucky 0 $0 Sold out 2026-06-30
VANGUARD GROUP INC 16,664,977 $2,064,957,300 New position 2025-12-31
BlackRock, Inc. 10,663,302 $1,321,289,727 New position 2025-12-31
NORGES BANK 6,079,930 $753,364,126 New position 2025-12-31
STATE STREET CORP 5,302,747 $662,472,381 New position 2025-12-31
WELLINGTON MANAGEMENT GROUP LLP 5,039,870 $624,490,291 New position 2025-12-31
FMR LLC 4,868,784 $603,291,007 New position 2025-12-31
M&T BANK CORP 512,955 $330,516,721 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 1,760,713 $218,176,525 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,474,162 $182,663,412 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,470,652 $182,228,489 New position 2025-12-31
CITADEL ADVISORS LLC 1,269,423 $157,294,204 New position 2025-12-31
DEUTSCHE BANK AG\ 1,243,927 $154,134,995 New position 2025-12-31
Legal & General Group Plc 1,080,585 $133,895,292 New position 2025-12-31
NORTHERN TRUST CORP 1,038,722 $128,708,043 New position 2025-12-31
CANADA PENSION PLAN INVESTMENT BOARD 1,030,991 $127,750,095 New position 2025-12-31
JANE STREET GROUP, LLC 1,012,835 $125,500,385 New position 2025-12-31
Nuveen, LLC 982,857 $121,785,811 New position 2025-12-31
MORGAN STANLEY 954,742 $118,302,396 New position 2025-12-31
Capital International Investors 882,808 $109,388,739 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 773,961 $95,901,508 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 767,190 $95,062,513 New position 2025-12-31
JPMORGAN CHASE & CO 650,439 $80,596,044 New position 2025-12-31
SEI INVESTMENTS CO 580,005 $71,868,417 New position 2025-12-31
WHITTIER TRUST CO 529,022 $64,990,422 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 519,864 $64,416,333 ▼ -22,043 2025-12-31
Qube Research & Technologies Ltd 469,888 $58,223,822 New position 2025-12-31
FRANKLIN RESOURCES INC 420,047 $52,048,023 New position 2025-12-31
Alyeska Investment Group, L.P. 409,461 $50,736,313 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 349,813 $43,345,329 New position 2025-12-31
Swiss National Bank 342,960 $42,496,174 New position 2025-12-31
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 337,013 $41,759,281 New position 2025-12-31
Swedbank AB 314,226 $38,935,744 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 310,750 $38,505,033 New position 2025-12-31
FIRST TRUST ADVISORS LP 307,169 $38,061,337 New position 2025-12-31
APG Asset Management US Inc. 304,084 $37,679,048 New position 2025-12-31
Vision Capital Corp 283,334 $35,107,916 New position 2025-12-31
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 281,983 $34,940,514 New position 2025-12-31
GOLDMAN SACHS GROUP INC 271,516 $33,643,569 New position 2025-12-31
Invesco Ltd. 264,235 $32,741,366 New position 2025-12-31
Amundi 260,834 $32,319,941 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 254,925 $31,618,933 New position 2025-12-31
CRAMER ROSENTHAL MCGLYNN LLC 254,316 $31,512,296 New position 2025-12-31
Asset Management One Co., Ltd. 235,582 $29,404,373 New position 2025-12-31
CITIGROUP INC 233,129 $28,887,015 New position 2025-12-31
WHITTIER TRUST CO OF NEVADA INC 220,830 $27,128,966 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 212,647 $26,349,090 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 209,699 $25,610,539 New position 2025-12-31
BARCLAYS PLC 203,893 $25,264,383 New position 2025-12-31
Neuberger Berman Group LLC 203,015 $25,155,617 New position 2025-12-31
UBS Group AG 198,300 $24,571,353 New position 2025-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 197,207 $24,538,467 New position 2025-12-31
PRIVATE MANAGEMENT GROUP INC 190,733 $23,633,726 New position 2025-12-31
Arbejdsmarkedets Tillaegspension 189,036 $23,423,451 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 186,330 $23,088,150 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 183,282 $22,710,473 New position 2025-12-31
ROYAL BANK OF CANADA 182,165 $22,572,000 New position 2025-12-31
State of New Jersey Common Pension Fund D 165,011 $20,446,513 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 163,339 $20,239,283 New position 2025-12-31
LMR Partners LLP 158,668 $19,660,552 New position 2025-12-31
Quantinno Capital Management LP 158,605 $19,652,795 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 152,462 $18,891,637 New position 2025-12-31
Point72 Asset Management, L.P. 151,440 $18,764,930 New position 2025-12-31
WELLS FARGO & COMPANY/MN 149,266 $18,495,528 New position 2025-12-31
Hudson Bay Capital Management LP 126,426 $15,665,446 ▼ -5,546 2025-12-31
Allianz Asset Management GmbH 121,942 $15,109,833 New position 2025-12-31
CI INVESTMENTS INC. 120,577 $14,940,696 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 118,825 $14,723,635 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 114,786 $14,223,192 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 114,483 $14,185,589 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 110,176 $13,651,908 New position 2025-12-31
Korea Investment CORP 109,978 $13,627,374 New position 2025-12-31
TEACHER RETIREMENT SYSTEM OF TEXAS 109,675 $13,589,829 New position 2025-12-31
MACQUARIE GROUP LTD 106,912 $13,247,466 New position 2025-12-31
AVIVA PLC 101,719 $12,604,001 New position 2025-12-31
CHILTON CAPITAL MANAGEMENT LLC 99,536 $12,424,972 New position 2025-12-31
Corient Private Wealth LLC 93,608 $11,581,605 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 91,407 $11,326,241 New position 2025-12-31
Taproot Management LP 78,584 $9,737,343 New position 2025-12-31
Tidal Investments LLC 78,265 $9,697,816 New position 2025-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 73,598 $9,119,528 New position 2025-12-31
HEITMAN REAL ESTATE SECURITIES LLC 71,360 $8,842,218 New position 2025-12-31
Resona Asset Management Co.,Ltd. 66,998 $8,346,956 New position 2025-12-31
MEEDER ASSET MANAGEMENT INC 67,242 $8,331,956 New position 2025-12-31
TD ASSET MANAGEMENT INC 63,984 $7,928,257 New position 2025-12-31
1832 Asset Management L.P. 62,645 $7,762,342 New position 2025-12-31
ArrowMark Colorado Holdings LLC 60,312 $7,473,260 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 60,159 $7,454,302 New position 2025-12-31
Lighthouse Investment Partners, LLC 56,804 $7,038,584 New position 2025-12-31
Gotham Asset Management, LLC 56,010 $6,940,199 New position 2025-12-31
APG Asset Management N.V. 62,571 $6,601,535 New position 2025-12-31
Pictet Asset Management Holding SA 51,752 $6,412,590 New position 2025-12-31
Andra AP-fonden 51,700 $6,406,147 New position 2025-12-31
ExodusPoint Capital Management, LP 51,126 $6,335,023 New position 2025-12-31
AEW CAPITAL MANAGEMENT L P 48,650 $6,028,222 New position 2025-12-31
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 46,760 $5,794,002 New position 2025-12-31
ROYAL LONDON ASSET MANAGEMENT LTD 46,341 $5,742,113 New position 2025-12-31
Engineers Gate Manager LP 46,290 $5,735,794 New position 2025-12-31
Utah Retirement Systems 43,673 $5,411,521 New position 2025-12-31
SummitTX Capital, L.P. 42,893 $5,314,872 New position 2025-12-31
HEARTLAND ADVISORS INC 42,367 $5,249,695 New position 2025-12-31
Investment Management Corp of Ontario 40,715 $5,044,996 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 40,053 $4,962,967 New position 2025-12-31
Sumitomo Mitsui DS Asset Management Company, Ltd 39,234 $4,861,485 New position 2025-12-31
Delta Global Management LP 38,790 $4,806,468 New position 2025-12-31
NATIXIS 38,426 $4,761,366 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 37,274 $4,618,622 New position 2025-12-31
ANCHOR CAPITAL ADVISORS LLC 36,803 $4,560,303 New position 2025-12-31
Entropy Technologies, LP 36,449 $4,516,396 New position 2025-12-31
Presima Securities ULC 36,178 $4,482,816 New position 2025-12-31
Arizona State Retirement System 34,358 $4,257,300 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 33,858 $4,195,326 New position 2025-12-31
NISSAY ASSET MANAGEMENT CORP /JAPAN 33,820 $4,190,636 New position 2025-12-31
CIBC WORLD MARKETS CORP 33,572 $4,159,907 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 33,060 $4,096,465 New position 2025-12-31
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 32,408 $4,015,675 New position 2025-12-31
CAPSTONE INVESTMENT ADVISORS, LLC 32,384 $4,012,701 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 31,868 $3,978,574 New position 2025-12-31
ONTARIO TEACHERS PENSION PLAN BOARD 31,096 $3,853,105 ▲ +20,722 2025-12-31
Schonfeld Strategic Advisors LLC 30,584 $3,789,662 New position 2025-12-31
Cerity Partners LLC 30,579 $3,789,195 New position 2025-12-31
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 29,739 $3,685,000 New position 2025-12-31
Magnetar Financial LLC 28,906 $3,581,743 New position 2025-12-31
Eurizon Capital SGR S.p.A. 28,745 $3,566,135 New position 2025-12-31
Metis Global Partners, LLC 28,777 $3,565,759 New position 2025-12-31
Squarepoint Ops LLC 28,492 $3,530,444 New position 2025-12-31
JANUS HENDERSON GROUP PLC 28,294 $3,504,496 New position 2025-12-31
LPL Financial LLC 27,957 $3,464,207 New position 2025-12-31
UniSuper Management Pty Ltd 27,500 $3,407,525 New position 2025-12-31
Wealthfront Advisers LLC 27,133 $3,362,050 New position 2025-12-31
Illinois Municipal Retirement Fund 26,525 $3,286,713 New position 2025-12-31
VIRGINIA RETIREMENT SYSTEMS ET Al 25,180 $3,120,054 New position 2025-12-31
FIL Ltd 24,655 $3,055,001 New position 2025-12-31
Harvest Portfolios Group Inc. 24,390 $3,022,165 New position 2025-12-31
Skandinaviska Enskilda Banken AB (publ) 24,068 $2,982,266 New position 2025-12-31
Ensign Peak Advisors, Inc 24,040 $2,978,796 New position 2025-12-31
AGF MANAGEMENT LTD 24,018 $2,976,070 New position 2025-12-31
BANK OF MONTREAL /CAN/ 23,705 $2,937,287 New position 2025-12-31
LANDMARK INVESTMENT PARTNERS, L.P. 23,500 $2,911,885 New position 2025-12-31
Cander Asset Management LP 23,200 $2,874,712 New position 2025-12-31
Bridgefront Capital, LLC 22,469 $2,784,134 New position 2025-12-31
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 22,174 $2,747,580 New position 2025-12-31
Capula Management Ltd 21,451 $2,657,993 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 20,703 $2,565,308 New position 2025-12-31
Steward Partners Investment Advisory, LLC 20,662 $2,560,206 New position 2025-12-31
New Age Alpha Advisors, LLC 20,042 $2,483,404 New position 2025-12-31
TORONTO DOMINION BANK 20,031 $2,482,041 New position 2025-12-31
WBH ADVISORY INC 19,870 $2,462,214 New position 2025-12-31
Advisors Asset Management, Inc. 19,453 $2,410,421 New position 2025-12-31
FORSTA AP-FONDEN 19,100 $2,366,681 New position 2025-12-31
Federation des caisses Desjardins du Quebec 19,101 $2,366,008 New position 2025-12-31
Vestmark Advisory Solutions, Inc. 18,938 $2,346,656 New position 2025-12-31
FIRST NATIONAL BANK OF OMAHA 17,341 $2,148,722 ▼ -5,674 2025-12-31
Mariner, LLC 17,254 $2,141,173 New position 2025-12-31
NEOS Investment Management LLC 16,484 $2,042,532 New position 2025-12-31
XPONANCE LLC 16,161 $2,002,510 New position 2025-12-31
ALLSTATE CORP 16,113 $1,996,562 New position 2025-12-31
Paralel Advisors LLC 16,094 $1,994,208 New position 2025-12-31
Inspire Investing, LLC 14,431 $1,788,172 New position 2025-12-31
First National Advisers, LLC 14,425 $1,787,402 New position 2025-12-31
Greenland Capital Management LP 14,000 $1,734,740 New position 2025-12-31
Tacita Capital Inc 13,962 $1,730,031 New position 2025-12-31
WORLDQUANT MILLENNIUM ADVISORS LLC 13,730 $1,701,284 New position 2025-12-31
Quantbot Technologies LP 13,532 $1,676,750 New position 2025-12-31
Tredje AP-fonden 13,472 $1,669,316 New position 2025-12-31
Integrated Investment Consultants, LLC 13,383 $1,658,288 New position 2025-12-31
AMG National Trust Bank 13,323 $1,650,854 New position 2025-12-31
OVERSEA-CHINESE BANKING Corp Ltd 12,863 $1,593,854 New position 2025-12-31
Sophron Capital Management L.P. 12,482 $1,546,645 New position 2025-12-31
Mirae Asset Global Investments Co., Ltd. 12,284 $1,522,110 New position 2025-12-31
Candriam S.C.A. 12,279 $1,521,556 New position 2025-12-31
LRT Capital Management, LLC 12,085 $1,497,452 New position 2025-12-31
Focus Partners Advisor Solutions, LLC 11,868 $1,470,584 New position 2025-12-31
&PARTNERS 11,703 $1,450,167 New position 2025-12-31
Creative Planning 10,978 $1,360,256 New position 2025-12-31
Pathstone Holdings, LLC 10,858 $1,346,259 New position 2025-12-31
BROOKFIELD Corp /ON/ 10,590 $1,312,207 New position 2025-12-31
Cetera Investment Advisers 10,430 $1,292,357 New position 2025-12-31
Rare Wolf Capital LLC 9,714 $1,203,662 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 9,619 $1,191,890 New position 2025-12-31
Summit Trail Advisors, LLC 9,405 $1,175,155 New position 2025-12-31
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 9,331 $1,156,204 New position 2025-12-31
Verition Fund Management LLC 9,100 $1,127,581 New position 2025-12-31
TRUIST FINANCIAL CORP 8,980 $1,112,714 New position 2025-12-31
Orion Porfolio Solutions, LLC 8,681 $1,075,606 New position 2025-12-31
Capital Square, LLC 8,638 $1,070,398 New position 2025-12-31
Sanctuary Advisors, LLC 8,574 $1,062,424 New position 2025-12-31
OSAIC HOLDINGS, INC. 8,548 $1,059,489 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 8,460 $1,048,309 New position 2025-12-31
Swiss Life Asset Management Ltd 8,380 $1,038,366 New position 2025-12-31
Focus Partners Wealth 8,200 $1,016,020 New position 2025-12-31
BANK OF NOVA SCOTIA 8,174 $1,013,394 New position 2025-12-31
FEDERATED HERMES, INC. 8,165 $1,011,725 New position 2025-12-31
AIA Group Ltd 7,966 $987,067 New position 2025-12-31
Kentucky Retirement Systems 7,932 $982,854 New position 2025-12-31
OSTRUM ASSET MANAGEMENT 7,787 $964,887 New position 2025-12-31
Arkadios Wealth Advisors 7,683 $952,025 New position 2025-12-31
DoubleLine ETF Adviser LP 7,608 $942,707 New position 2025-12-31
CRAWFORD INVESTMENT COUNSEL INC 7,574 $938,511 New position 2025-12-31
MARTINGALE ASSET MANAGEMENT L P 7,036 $871,831 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 6,970 $863,653 New position 2025-12-31
Rockefeller Capital Management L.P. 6,940 $860,742 New position 2025-12-31
Man Group plc 6,900 $854,979 New position 2025-12-31
MetLife Investment Management, LLC 6,368 $789,059 New position 2025-12-31
BLAIR WILLIAM & CO/IL 6,247 $774,066 New position 2025-12-31
Maryland State Retirement & Pension System 6,141 $760,931 New position 2025-12-31
GeoWealth Management, LLC 6,104 $756,347 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 6,100 $755,851 New position 2025-12-31
Campbell & CO Investment Adviser LLC 6,027 $746,806 New position 2025-12-31
National Pension Service 5,914 $732,804 New position 2025-12-31
STIFEL FINANCIAL CORP 5,850 $724,906 New position 2025-12-31
Van Hulzen Asset Management, LLC 5,835 $723,015 New position 2025-12-31
TOKIO MARINE ASSET MANAGEMENT CO LTD 5,828 $722,147 New position 2025-12-31
Discipline Wealth Solutions, LLC 5,756 $713,214 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 5,661 $701,455 New position 2025-12-31
HB Wealth Management, LLC 5,586 $692,161 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 5,560,075 $688,952 New position 2025-12-31
QRG CAPITAL MANAGEMENT, INC. 5,481 $679,202 New position 2025-12-31
CIBC Asset Management Inc 5,467 $677,416 New position 2025-12-31
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 5,438 $673,820 New position 2025-12-31
Norinchukin Bank, The 5,390 $667,875 New position 2025-12-31
Rakuten Investment Management, Inc. 5,302 $661,795 New position 2025-12-31
Vident Advisory, LLC 4,951 $613,513 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 4,669 $578,527 New position 2025-12-31
Cambria Investment Management, L.P. 4,653 $576,553 New position 2025-12-31
BRASADA CAPITAL MANAGEMENT, LP 4,680 $571,568 New position 2025-12-31
SkyOak Wealth, LLC 4,589 $568,623 New position 2025-12-31
OMERS ADMINISTRATION Corp 4,500 $557,595 New position 2025-12-31
North Dakota State Investment Board 4,448 $551,152 New position 2025-12-31
MML INVESTORS SERVICES, LLC 4,437 $549,792 New position 2025-12-31
Banco Santander, S.A. 4,432 $549,169 New position 2025-12-31
Cresset Asset Management, LLC 4,363 $545,203 New position 2025-12-31
Baird Financial Group, Inc. 4,357 $539,876 New position 2025-12-31
ABN AMRO INVESTMENT SOLUTIONS 4,340 $537,769 New position 2025-12-31
Havemeyer Place LP 4,150 $514,227 New position 2025-12-31
Baader Bank Aktiengesellschaft 4,030 $499,357 New position 2025-12-31
US BANCORP \DE\ 4,026 $498,864 New position 2025-12-31
PURSUE WEALTH PARTNERS LLC 3,984 $494,000 New position 2025-12-31
FIFTH THIRD BANCORP 3,985 $493,781 New position 2025-12-31
D.A. DAVIDSON & CO. 3,914 $484,986 New position 2025-12-31
Summit Wealth Group, LLC 3,887 $481,638 New position 2025-12-31
Hunting Hill Global Capital, LLC 3,825 $473,956 New position 2025-12-31
PRUDENTIAL PLC 3,769 $467,017 New position 2025-12-31
IEQ CAPITAL, LLC 3,467 $429,612 New position 2025-12-31
Braeburn Wealth Management LLC 3,326 $412,125 New position 2025-12-31
Kentucky Retirement Systems Insurance Trust Fund 3,325 $412,001 New position 2025-12-31
Empowered Funds, LLC 3,281 $406,548 New position 2025-12-31
Holocene Advisors, LP 3,144 $389,573 New position 2025-12-31
Brevan Howard Capital Management LP 3,110 $385,360 New position 2025-12-31
COMMERCE BANK 3,102 $384,368 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,564 $380,677 New position 2025-12-31
Capital International, Inc./CA/ 3,027 $375,076 New position 2025-12-31
Advisory Alpha, LLC 3,000 $371,730 New position 2025-12-31
IFP Advisors, Inc 2,902 $359,587 ▲ +89 2025-12-31
GATEWAY INVESTMENT ADVISERS LLC 2,874 $356,061 New position 2025-12-31
B. Metzler seel. Sohn & Co. AG 2,841 $352,028 New position 2025-12-31
Lantern Wealth Advisors, LLC 2,800 $346,948 New position 2025-12-31
ASR Vermogensbeheer N.V. 2,760 $341,969 New position 2025-12-31
Jump Financial, LLC 2,644 $327,618 New position 2025-12-31
CREDIT AGRICOLE S A 2,534 $313,988 New position 2025-12-31
NOMURA HOLDINGS INC 2,501 $309,899 New position 2025-12-31
Callan Family Office, LLC 2,500 $309,775 New position 2025-12-31
MITCHELL MCLEOD PUGH & WILLIAMS INC 2,438 $306,432 New position 2025-12-31
Sequoia Financial Advisors, LLC 2,433 $301,473 New position 2025-12-31
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,397 $297,057 New position 2025-12-31
Safe Harbor Family Capital, LLC 2,343 $290,321 New position 2025-12-31
Woodline Partners LP 2,306 $285,736 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 2,295 $284,374 New position 2025-12-31
SYON CAPITAL LLC 2,247 $278,426 New position 2025-12-31
Tributary Capital Management, LLC 2,230 $276,319 ▼ -40 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,172 $269,133 New position 2025-12-31
REGIONS FINANCIAL CORP 2,169 $268,761 New position 2025-12-31
Osmosis Investment Management UK Ltd 2,148 $268,393 New position 2025-12-31
Private Advisor Group, LLC 2,159 $267,477 New position 2025-12-31
HighTower Advisors, LLC 2,050 $254,030 New position 2025-12-31
Tower Research Capital LLC (TRC) 2,027 $251,166 New position 2025-12-31
Americana Partners, LLC 2,020 $250,298 New position 2025-12-31
Fairtree Asset Management (Pty) Ltd 1,990 $246,581 New position 2025-12-31
111 Capital 1,982 $245,590 New position 2025-12-31
Cetera Trust Company, N.A 1,965 $243,483 New position 2025-12-31
Machina Capital S.A.S. 1,961 $242,988 New position 2025-12-31
Chicago Partners Investment Group LLC 1,921 $242,930 New position 2025-12-31
World Investment Advisors 1,919 $236,827 New position 2025-12-31
RB Capital Management, LLC 1,891 $234,302 New position 2025-12-31
Pasadena Private Wealth, LLC 1,799 $222,927 New position 2025-12-31
Siemens Fonds Invest GmbH 1,751 $219,698 New position 2025-12-31
NATIONAL BANK OF CANADA /FI/ 1,763 $218,142 New position 2025-12-31
TCW GROUP INC 1,736 $215,108 New position 2025-12-31
HighPoint Advisor Group LLC 1,730 $214,364 New position 2025-12-31
Arax Advisory Partners 1,727 $213,993 New position 2025-12-31
Interchange Capital Partners, LLC 1,714 $212,319 New position 2025-12-31
CAXTON ASSOCIATES LLP 1,676 $207,673 New position 2025-12-31
CIBC Private Wealth Group LLC 1,635 $202,593 New position 2025-12-31
Envestnet Portfolio Solutions, Inc. 1,623 $201,097 New position 2025-12-31
Smartleaf Asset Management LLC 1,554 $194,980 New position 2025-12-31
Daiwa Securities Group Inc. 1,511,146 $187,246 New position 2025-12-31
SIMPLEX TRADING, LLC 1,416 $175,456 New position 2025-12-31
AlphaQuest LLC 1,319 $163,437 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,151 $142,621 New position 2025-12-31
Global Retirement Partners, LLC 924 $114,493 New position 2025-12-31
EverSource Wealth Advisors, LLC 773 $95,779 New position 2025-12-31
Parallel Advisors, LLC 718 $88,967 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 604 $74,842 New position 2025-12-31
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 590 $73,107 New position 2025-12-31
Bank Julius Baer & Co. Ltd, Zurich 566 $70,132 New position 2025-12-31
Kestra Advisory Services, LLC 550 $68,155 New position 2025-12-31
Plante Moran Financial Advisors, LLC 509 $63,056 New position 2025-12-31
Avalon Trust Co 507 $62,823 New position 2025-12-31
Eurizon SLJ Capital Ltd 451 $55,883 New position 2025-12-31
Allworth Financial LP 430 $53,308 New position 2025-12-31
PROSPERITY BANCSHARES INC 391 $48,449 New position 2025-12-31
DV Trading LLC 300 $37,173 New position 2025-12-31
Salomon & Ludwin, LLC 238 $28,831 New position 2025-12-31
CANADA LIFE ASSURANCE Co 225,711 $27,960 New position 2025-12-31
Key FInancial Inc 195 $24,162 New position 2025-12-31
Dynamic Wealth Strategies, LLC 171 $21,189 New position 2025-12-31
BLUELINE ADVISORS LLC 165 $20,446 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 164,562 $20,393 New position 2025-12-31
Financial Network Wealth Advisors LLC 146 $18,061 New position 2025-12-31
Quent Capital, LLC 142 $17,637 New position 2025-12-31
1620 INVESTMENT ADVISORS, INC. 142 $17,595 New position 2025-12-31
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 140 $17,347 New position 2025-12-31
HRT FINANCIAL LP 137,697 $17,062 New position 2025-12-31
MAI Capital Management 131 $16,220 New position 2025-12-31
Community Bank, N.A. 125 $15,488 New position 2025-12-31
GROUP ONE TRADING LLC 113 $14,002 New position 2025-12-31
DekaBank Deutsche Girozentrale 110,373 $13,931 New position 2025-12-31
Measured Wealth Private Client Group, LLC 110 $13,630 New position 2025-12-31
Larson Financial Group LLC 106 $13,134 New position 2025-12-31
Aster Capital Management (DIFC) Ltd 84 $10,408 New position 2025-12-31
Valued Wealth Advisors LLC 77 $9,622 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 69 $8,592 New position 2025-12-31
Parkside Financial Bank & Trust 63 $7,807 New position 2025-12-31
North Star Investment Management Corp. 55 $6,815 New position 2025-12-31
Gen-Wealth Partners Inc 55 $6,815 New position 2025-12-31
KBC Group NV 53,172 $6,588 New position 2025-12-31
Clearstead Trust, LLC 52 $6,444 New position 2025-12-31
Treasurer of the State of North Carolina 51,314 $6,358 New position 2025-12-31
SageView Advisory Group, LLC 47 $5,824 New position 2025-12-31
Wealth Enhancement Trust Services, Inc. 45 $5,576 New position 2025-12-31
TCTC Holdings, LLC 45 $5,576 New position 2025-12-31
Handelsbanken Fonder AB 44,498 $5,514 New position 2025-12-31
IMG Wealth Management, Inc. 44 $5,452 New position 2025-12-31
IFM Investors Pty Ltd 43,843 $5,433 New position 2025-12-31
Cornerstone Planning Group LLC 41 $5,083 New position 2025-12-31
Clearstead Advisors, LLC 36 $4,461 New position 2025-12-31
Truvestments Capital LLC 32 $3,965 New position 2025-12-31
Activest Wealth Management 31 $3,841 New position 2025-12-31
UMB Bank, n.a. 24 $2,974 New position 2025-12-31
Physician Wealth Advisors, Inc. 23 $2,850 New position 2025-12-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21 $2,602 New position 2025-12-31
Leonteq Securities AG 21 $2,602 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 20,749 $2,571 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 20 $2,478 New position 2025-12-31
CENTRAL TRUST Co 19 $2,355 New position 2025-12-31
CWM, LLC 18,610 $2,306 New position 2025-12-31
Provenance Wealth Advisors, LLC 18 $2,230 New position 2025-12-31
Sachetta, LLC 17 $2,107 New position 2025-12-31
Rossby Financial, LCC 16 $1,983 New position 2025-12-31
Quarry LP 16 $1,983 New position 2025-12-31
CBIZ Investment Advisory Services, LLC 15 $1,874 New position 2025-12-31
Transamerica Financial Advisors, LLC 14 $1,749 New position 2025-12-31
LINCLUDEN MANAGEMENT LTD 13,407 $1,661 New position 2025-12-31
Ilmarinen Mutual Pension Insurance Co 12,500 $1,549 New position 2025-12-31
Bruce G. Allen Investments, LLC 12 $1,487 New position 2025-12-31
Wealth Watch Advisors, INC 12 $1,487 New position 2025-12-31
Annis Gardner Whiting Capital Advisors, LLC 11 $1,364 New position 2025-12-31
NATIXIS ADVISORS, LLC 10,879 $1,348 New position 2025-12-31
Johnson Financial Group, Inc. 9 $1,125 New position 2025-12-31
Manchester Capital Management LLC 7 $868 New position 2025-12-31
BI Asset Management Fondsmaeglerselskab A/S 6,588 $816 New position 2025-12-31
PEAPACK GLADSTONE FINANCIAL CORP 6,468 $802 New position 2025-12-31
Elyxium Wealth, LLC 6 $744 New position 2025-12-31
CALDWELL SUTTER CAPITAL, INC. 6 $743 New position 2025-12-31
Root Financial Partners, LLC 6 $743 New position 2025-12-31
Dunhill Financial, LLC 6 $716 New position 2025-12-31
Gulf International Bank (UK) Ltd 5,657 $701 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 5,047 $625 New position 2025-12-31
FIRST HORIZON CORP 5 $620 New position 2025-12-31
Fideuram Asset Management (Ireland) dac 5 $611 New position 2025-12-31
Penserra Capital Management LLC 4,737 $586 New position 2025-12-31
Bogart Wealth, LLC 4 $496 New position 2025-12-31
Hughes Financial Services, LLC 4 $496 New position 2025-12-31
SouthState Bank Corp 4 $496 New position 2025-12-31
Cornerstone Financial Management LLC 4 $496 New position 2025-12-31
Ares Financial Consulting, LLC 3 $408 New position 2025-12-31
United Financial Planning Group LLC 3 $372 New position 2025-12-31
Vestcor Inc 2,881 $357 New position 2025-12-31
TD PRIVATE CLIENT WEALTH LLC 2 $248 New position 2025-12-31
Principia Wealth Advisory, LLC 2 $248 Unchanged 2025-12-31
Keating Financial Advisory Services, Inc. 1 $124 New position 2025-12-31
Nemes Rush Group LLC 1 $124 New position 2025-12-31
WINNOW WEALTH LLC 1 $124 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 280 $35 New position 2025-12-31
Capital Analysts, LLC 136 $17 New position 2025-12-31
Dogwood Wealth Management LLC 0 $0 Sold out 2025-12-31