← All institutions

Institutional Holdings

SWX

Ownership Summary

Institutions Holding
323
Total Shares Held
68,016,770
Total Value Held
$5,253,985,936
Quarter
2025-12-31

Active Positions

Increased Positions
5
650,154 shares
Decreased Positions
7
1,303,153 shares
Held Positions
8
49,993 shares
New Positions
296
66,013,470 shares
Sold Out Positions
7
91,378 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 1,602,100 $128,219,405 New position 2025-12-31
GABELLI FUNDS LLC 1,014,287 $81,163,246 New position 2025-12-31
River Road Asset Management, LLC 865,242 $76,729,661 ▼ -38,508 0.85% 2026-06-30
Bank of New York Mellon Corp 759,795 $60,798,787 New position 2025-12-31
GAMCO INVESTORS, INC. ET AL 819,286 $65,559,266 New position 2025-12-31
BROOKFIELD Corp /ON/ 338,070 $27,052,361 New position 2025-12-31
Neuberger Berman Group LLC 370,497 $29,647,191 New position 2025-12-31
Russell Investments Group, Ltd. 34,425 $2,754,767 New position 2025-12-31
RHUMBLINE ADVISERS 208,351 $16,672,221 New position 2025-12-31
KENNEDY CAPITAL MANAGEMENT LLC 218,898 $19,411,875 New position 0.34% 2026-06-30
MetLife Investment Management, LLC 66,218 $5,298,764 New position 2025-12-31
AMERIPRISE FINANCIAL INC 124,567 $9,967,842 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 32,627 $2,610,813 New position 2025-12-31
HENNESSY ADVISORS INC 92,217 $7,379,204 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 58,525 $4,683,171 New position 2025-12-31
Sterling Capital Management LLC 78,376 $6,271,648 New position 2025-12-31
PEREGRINE CAPITAL MANAGEMENT LLC 65,318 $5,226,746 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 47,085 $3,767,780 New position 2025-12-31
MARTINGALE ASSET MANAGEMENT L P 36,493 $2,920,171 New position 2025-12-31
Ausbil Investment Management Ltd 39,709 $3,514,644 Unchanged 1.59% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 22,519 $1,801,970 New position 2025-12-31
KLP KAPITALFORVALTNING AS 39,600 $3,168,792 New position 2025-12-31
Ethic Inc. 19,113 $1,529,446 New position 2025-12-31
Knights of Columbus Asset Advisors LLC 22,645 $1,812,053 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 17,170 $1,373,943 New position 2025-12-31
YOUSIF CAPITAL MANAGEMENT, LLC 18,440 $1,635,259 ▼ -1,090 0.02% 2026-06-30
ALLSTATE CORP 14,889 $1,320,357 ▲ +248 0.01% 2026-06-30
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 12,790 $1,023,456 New position 2025-12-31
LOS ANGELES CAPITAL MANAGEMENT LLC 16,831 $1,344,292 New position 2025-12-31
STRS OHIO 9,100 $728,182 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 8,237 $730,457 ▲ +386 0.00% 2026-06-30
SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,400 $478,872 ▲ +600 0.09% 2026-06-30
Nuveen, LLC 334,810 $26,791,497 New position 2025-12-31
DNB Asset Management AS 3,990 $353,833 Unchanged 0.00% 2026-06-30
Ironwood Investment Counsel, LLC 3,474 $277,989 New position 2025-12-31
Sumitomo Mitsui Trust Group, Inc. 3,221 $285,638 Unchanged 0.00% 2026-06-30
Hillsdale Investment Management Inc. 100 $8,002 New position 2025-12-31
CITIZENS FINANCIAL GROUP INC/RI 2,830 $250,964 New position 0.00% 2026-06-30
One Capital Management, LLC 2,500 $217,250 Unchanged 0.01% 2026-06-30
FARMERS & MERCHANTS INVESTMENTS INC 2,129 $170,363 New position 2025-12-31
BOKF, NA 3,667 $293,433 New position 2025-12-31
COHEN & STEERS, INC. 621,124 $55,081 ▲ +158,404 0.09% 2026-06-30
SouthState Bank Corp 406 $32,488 New position 2025-12-31
Bravera Wealth 397 $35,206 Unchanged 0.01% 2026-06-30
PRIVATE TRUST CO NA 674 $53,934 New position 2025-12-31
Alpine Bank Wealth Management 131 $11,617 New position 0.00% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,826 $466 New position 2025-12-31
MassMutual Private Wealth & Trust, FSB 61 $5,409 Unchanged 0.00% 2026-06-30
Crews Bank & Trust 60 $5,321 Unchanged 0.00% 2026-06-30
SBI Securities Co., Ltd. 55 $4,401 New position 2025-12-31
Corsicana & Co. 55 $4,877 Unchanged 0.00% 2026-06-30
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 51,227 $4,099 New position 2025-12-31
BESSEMER GROUP INC 41,003 $3,281 New position 2025-12-31
GW&K Investment Management, LLC 29,408 $2,353 New position 2025-12-31
AMALGAMATED BANK 27,068 $2,166 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 21,298 $1,704 New position 2025-12-31
HUNTINGTON NATIONAL BANK 9 $720 New position 2025-12-31
FIRST HORIZON CORP 16 $1,280 New position 2025-12-31
NATIXIS ADVISORS, LLC 10,887 $871 New position 2025-12-31
Pacer Advisors, Inc. 7,234 $642 ▼ -175 0.00% 2026-06-30
HARBOR CAPITAL ADVISORS, INC. 287 $25 ▼ -39 0.00% 2026-06-30
Covestor Ltd 341 $28 New position 2025-12-31
Campbell & CO Investment Adviser LLC 0 $0 Sold out 2026-06-30
Jump Financial, LLC 0 $0 Sold out 2026-06-30
GLENMEDE TRUST CO NA 11,639 $931,352 New position 2025-12-31
Entropy Technologies, LP 0 $0 Sold out 2026-06-30
DRW Securities, LLC 0 $0 Sold out 2026-06-30
LANARK FINANCIAL, INC. 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
Golden State Wealth Management, LLC 606 $48,492 New position 2025-12-31
CURIO WEALTH, LLC 0 $0 Sold out 2026-06-30
BlackRock, Inc. 10,282,419 $822,799,189 New position 2025-12-31
VANGUARD GROUP INC 7,011,420 $561,053,829 New position 2025-12-31
ICAHN CARL C 6,032,604 $482,728,972 New position 2025-12-31
FMR LLC 5,649,915 $452,106,223 New position 2025-12-31
Corvex Management LP 5,030,556 $402,545,091 New position 2025-12-31
STATE STREET CORP 2,340,214 $187,263,924 New position 2025-12-31
MAVERICK CAPITAL LTD 2,048,053 $163,885,201 New position 2025-12-31
FULLER & THALER ASSET MANAGEMENT, INC. 1,722,216 $137,811,664 New position 2025-12-31
ADAGE CAPITAL PARTNERS GP, L.L.C. 1,648,496 $131,912,650 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 1,083,666 $86,714,954 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 1,060,751 $84,883,454 New position 2025-12-31
Channing Capital Management, LLC 922,053 $73,782,681 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 892,061 $71,382,721 New position 2025-12-31
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 869,765 $69,599,000 New position 2025-12-31
NORGES BANK 836,418 $66,930,168 New position 2025-12-31
NORTHERN TRUST CORP 743,711 $59,511,754 New position 2025-12-31
JPMORGAN CHASE & CO 679,599 $54,381,512 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 604,268 $48,353,464 New position 2025-12-31
FIRST TRUST ADVISORS LP 503,524 $40,291,994 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 481,710 $38,546,435 New position 2025-12-31
GOLDMAN SACHS GROUP INC 466,572 $37,335,090 New position 2025-12-31
MORGAN STANLEY 458,601 $36,697,433 New position 2025-12-31
Invesco Ltd. 379,985 $30,406,400 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 255,464 $20,442,209 ▼ -42,893 2025-12-31
CITADEL ADVISORS LLC 236,466 $18,922,009 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 211,231 $16,902,705 New position 2025-12-31
Sourcerock Group LLC 199,334 $15,950,707 New position 2025-12-31
WELLINGTON MANAGEMENT GROUP LLP 192,450 $15,399,850 New position 2025-12-31
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 190,258 $15,224,445 New position 2025-12-31
UBS Group AG 189,338 $15,150,827 New position 2025-12-31
Zimmer Partners, LP 184,822 $14,789,456 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 178,591 $14,290,852 New position 2025-12-31
BW Gestao de Investimentos Ltda. 174,847 $13,991,257 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 162,224 $12,981,166 New position 2025-12-31
BARCLAYS PLC 139,846 $11,190,477 New position 2025-12-31
Hudson Bay Capital Management LP 139,299 $11,146,706 ▼ -5,413 2025-12-31
PRUDENTIAL FINANCIAL INC 129,225 $10,340,584 New position 2025-12-31
Walleye Capital LLC 122,410 $9,795,248 New position 2025-12-31
Swiss National Bank 120,600 $9,650,412 New position 2025-12-31
RENAISSANCE TECHNOLOGIES LLC 120,400 $9,634,408 New position 2025-12-31
Verbena Value LP 120,371 $9,632,087 New position 2025-12-31
ROYAL BANK OF CANADA 117,632 $9,412,000 New position 2025-12-31
WELLS FARGO & COMPANY/MN 117,306 $9,386,792 New position 2025-12-31
Qube Research & Technologies Ltd 113,025 $9,044,261 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 102,741 $8,221,434 New position 2025-12-31
Legal & General Group Plc 101,536 $8,124,911 New position 2025-12-31
Trexquant Investment LP 100,373 $8,031,847 New position 2025-12-31
Man Group plc 94,901 $7,593,978 New position 2025-12-31
Ensign Peak Advisors, Inc 94,132 $7,532,443 New position 2025-12-31
JACOBS LEVY EQUITY MANAGEMENT, INC 88,694 $7,097,294 New position 2025-12-31
DEUTSCHE BANK AG\ 84,778 $6,783,936 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 84,680 $6,776,050 New position 2025-12-31
COMERICA BANK 84,650 $6,773,696 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 79,459 $6,358,309 New position 2025-12-31
MOODY ALDRICH PARTNERS LLC 74,867 $5,990,857 New position 2025-12-31
BOOTHBAY FUND MANAGEMENT, LLC 68,801 $5,505,456 New position 2025-12-31
FRANKLIN RESOURCES INC 68,589 $5,488,492 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 66,953 $5,357,579 New position 2025-12-31
13D Management LLC 63,798 $5,105,116 New position 2025-12-31
Hartree Partners, LP 61,200 $4,897,224 New position 2025-12-31
Maryland State Retirement & Pension System 60,335 $4,828,007 New position 2025-12-31
JUPITER ASSET MANAGEMENT LTD 55,061 $4,405,981 New position 2025-12-31
M&T BANK CORP 13,922 $4,255,580 New position 2025-12-31
Aventail Capital Group, LP 49,451 $3,957,069 New position 2025-12-31
SEI INVESTMENTS CO 47,550 $3,804,947 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 39,027 $3,122,941 New position 2025-12-31
Cerity Partners LLC 36,897 $2,952,477 New position 2025-12-31
SummitTX Capital, L.P. 35,181 $2,815,184 New position 2025-12-31
State of Tennessee, Department of Treasury 32,577 $2,698,028 New position 2025-12-31
NEXPOINT ASSET MANAGEMENT, L.P. 32,900 $2,632,658 New position 2025-12-31
Pathstone Holdings, LLC 32,238 $2,579,724 New position 2025-12-31
MEEDER ASSET MANAGEMENT INC 30,775 $2,462,616 New position 2025-12-31
ICON ADVISERS INC/CO 30,000 $2,400,600 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 28,581 $2,287,052 New position 2025-12-31
State of New Jersey Common Pension Fund D 27,134 $2,171,263 New position 2025-12-31
JANUS HENDERSON GROUP PLC 26,877 $2,150,563 New position 2025-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 26,737 $2,139,495 New position 2025-12-31
BANK OF MONTREAL /CAN/ 25,387 $2,031,468 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 23,868 $1,909,917 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 21,402 $1,712,588 New position 2025-12-31
ProShare Advisors LLC 20,466 $1,637,689 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 19,569 $1,565,949 New position 2025-12-31
Creative Planning 18,141 $1,451,661 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 18,140 $1,451,563 New position 2025-12-31
IEQ CAPITAL, LLC 17,690 $1,415,559 New position 2025-12-31
ONTARIO TEACHERS PENSION PLAN BOARD 17,187 $1,375,304 ▼ -87,915 2025-12-31
Arizona State Retirement System 17,184 $1,375,064 New position 2025-12-31
Ameritas Investment Partners, Inc. 17,033 $1,362,981 New position 2025-12-31
Horizon Investments, LLC 17,007 $1,360,900 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 16,714 $1,337,454 New position 2025-12-31
Massachusetts Wealth Management 16,210 $1,297,124 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 16,178 $1,294,564 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 16,076 $1,286,402 New position 2025-12-31
D.A. DAVIDSON & CO. 15,696 $1,256,065 New position 2025-12-31
STATE OF MICHIGAN RETIREMENT SYSTEM 15,229 $1,218,625 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 15,075 $1,206,302 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 14,849 $1,188,205 New position 2025-12-31
ALPS ADVISORS INC 14,510 $1,161,090 New position 2025-12-31
LPL Financial LLC 14,500 $1,160,288 New position 2025-12-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 14,373 $1,150,127 New position 2025-12-31
Elo Mutual Pension Insurance Co 14,295 $1,143,886 New position 2025-12-31
Cetera Investment Advisers 14,030 $1,122,707 New position 2025-12-31
JENNISON ASSOCIATES LLC 13,575 $1,086,272 New position 2025-12-31
CITIGROUP INC 13,563 $1,085,311 New position 2025-12-31
Mitsubishi UFJ Trust & Banking Corp 13,033 $1,042,901 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 12,573 $1,006,091 New position 2025-12-31
AlphaQuest LLC 12,540 $1,003,451 New position 2025-12-31
Quantinno Capital Management LP 12,504 $1,000,623 New position 2025-12-31
Magnetar Financial LLC 12,444 $995,769 New position 2025-12-31
Federation des caisses Desjardins du Quebec 12,163 $973,283 New position 2025-12-31
STIFEL FINANCIAL CORP 11,759 $941,018 New position 2025-12-31
CAPSTONE INVESTMENT ADVISORS, LLC 11,613 $929,272 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 11,467 $917,589 New position 2025-12-31
MML INVESTORS SERVICES, LLC 11,199 $896,127 New position 2025-12-31
Bayforest Capital Ltd 11,103 $888,462 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,060 $885,021 New position 2025-12-31
FIRST CITIZENS BANK & TRUST CO 10,934 $874,938 New position 2025-12-31
Envestnet Portfolio Solutions, Inc. 10,837 $867,177 New position 2025-12-31
US BANCORP \DE\ 10,712 $857,174 New position 2025-12-31
Mariner, LLC 10,700 $856,770 New position 2025-12-31
Pictet Asset Management Holding SA 10,467 $837,569 New position 2025-12-31
Illinois Municipal Retirement Fund 10,431 $834,689 New position 2025-12-31
Fieldview Capital Management, LLC 9,281 $742,666 New position 2025-12-31
JANE STREET GROUP, LLC 9,194 $735,704 New position 2025-12-31
Dynamic Technology Lab Private Ltd 8,750 $700,000 New position 2025-12-31
HighTower Advisors, LLC 8,656 $692,636 New position 2025-12-31
MIRABELLA FINANCIAL SERVICES LLP 8,428 $674,408 New position 2025-12-31
XPONANCE LLC 8,138 $651,203 New position 2025-12-31
Sequoia Financial Advisors, LLC 7,986 $639,039 New position 2025-12-31
FEDERATED HERMES, INC. 7,151 $572,223 New position 2025-12-31
AE Wealth Management LLC 6,614 $529,414 New position 2025-12-31
Atria Investments, Inc 6,469 $517,646 New position 2025-12-31
Gallagher Fiduciary Advisors, LLC 6,322 $505,920 New position 2025-12-31
Inspire Investing, LLC 5,888 $471,121 New position 2025-12-31
Jacobsen Capital Management 5,790 $463,302 New position 2025-12-31
NBC SECURITIES, INC. 5,740 $459,314 New position 2025-12-31
Verition Fund Management LLC 5,579 $446,432 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 5,431 $434,587 New position 2025-12-31
Corient Private Wealth LLC 5,273 $421,948 New position 2025-12-31
Greenland Capital Management LP 5,200 $416,104 New position 2025-12-31
Farringdon Capital, Ltd. 5,142 $411,463 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 5,131 $410,583 New position 2025-12-31
Buckley Wealth Management, LLC 5,100 $408,102 New position 2025-12-31
AXQ CAPITAL, LP 4,935 $394,899 New position 2025-12-31
Centiva Capital, LP 4,699 $376,014 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 4,666 $373,390 New position 2025-12-31
SECURIAN ASSET MANAGEMENT, INC 4,597 $367,852 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,526 $362,171 New position 2025-12-31
Jain Global LLC 4,480 $358,490 New position 2025-12-31
MQS Management LLC 4,403 $352,328 New position 2025-12-31
CIBC WORLD MARKETS CORP 4,286 $342,966 New position 2025-12-31
MACKENZIE FINANCIAL CORP 4,127 $332,229 New position 2025-12-31
FIRST MANHATTAN CO. LLC. 4,100 $328,082 New position 2025-12-31
CIBC Private Wealth Group LLC 4,100 $328,044 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 4,067 $325,445 New position 2025-12-31
Crossmark Global Holdings, Inc. 4,019 $321,600 New position 2025-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 3,867 $309,438 New position 2025-12-31
Tower Research Capital LLC (TRC) 3,851 $308,157 New position 2025-12-31
Bridgefront Capital, LLC 3,728 $298,315 New position 2025-12-31
ZACKS INVESTMENT MANAGEMENT 3,725 $298,063 New position 2025-12-31
TTP Investments, Inc. 3,705 $296,506 New position 2025-12-31
Connor, Clark & Lunn Investment Management Ltd. 3,535 $282,871 New position 2025-12-31
NewEdge Advisors, LLC 3,289 $263,195 New position 2025-12-31
Laird Norton Wetherby Trust Company, LLC 3,227 $258,224 New position 2025-12-31
Belpointe Asset Management LLC 3,182 $254,667 New position 2025-12-31
Orion Porfolio Solutions, LLC 3,155 $252,494 New position 2025-12-31
Abel Hall, LLC 3,057 $244,621 New position 2025-12-31
JOHNSON INVESTMENT COUNSEL INC 3,000 $240,060 New position 2025-12-31
ARMISTICE CAPITAL, LLC 2,918 $233,498 New position 2025-12-31
Swiss Life Asset Management Ltd 2,911 $232,938 New position 2025-12-31
Optas, LLC 2,831 $226,535 New position 2025-12-31
Financiere des Professionnels - Fonds d'investissement inc. 2,748 $219,895 New position 2025-12-31
PROFUND ADVISORS LLC 2,562 $205,011 New position 2025-12-31
State of Wyoming 2,506 $200,530 New position 2025-12-31
Rockefeller Capital Management L.P. 2,398 $191,889 New position 2025-12-31
Empowered Funds, LLC 2,178 $174,284 New position 2025-12-31
Global Retirement Partners, LLC 1,901 $152,104 New position 2025-12-31
Allworth Financial LP 1,811 $144,917 New position 2025-12-31
OSAIC HOLDINGS, INC. 1,797 $143,889 New position 2025-12-31
MAI Capital Management 1,621 $129,704 New position 2025-12-31
DANSKE BANK A/S 1,400 $112,028 New position 2025-12-31
T. Rowe Price Investment Management, Inc. 1,343,481 $107,506 New position 2025-12-31
Kestra Advisory Services, LLC 1,241 $99,342 New position 2025-12-31
Trifecta Capital Advisors, LLC 1,000 $80,020 New position 2025-12-31
Parallel Advisors, LLC 918 $73,530 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 834 $66,737 New position 2025-12-31
ST GERMAIN D J CO INC 813 $65,056 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 720 $57,614 New position 2025-12-31
Kingdom Financial Group LLC. 694 $55,566 New position 2025-12-31
EverSource Wealth Advisors, LLC 530 $42,411 New position 2025-12-31
IFP Advisors, Inc 504 $40,330 ▲ +27 2025-12-31
FIFTH THIRD BANCORP 489 $39,130 New position 2025-12-31
Parkside Financial Bank & Trust 472 $37,770 New position 2025-12-31
Optiver Holding B.V. 430 $34,409 New position 2025-12-31
UMB Bank, n.a. 427 $34,169 New position 2025-12-31
Sunrise Financial Services, LLC 286 $22,886 New position 2025-12-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 280 $22,406 New position 2025-12-31
Key FInancial Inc 279 $22,326 New position 2025-12-31
BLUELINE ADVISORS LLC 250 $20,005 New position 2025-12-31
Caitlin John, LLC 242 $19,365 New position 2025-12-31
Steward Partners Investment Advisory, LLC 231 $18,485 New position 2025-12-31
Kemnay Advisory Services Inc. 231 $18,485 New position 2025-12-31
Clearstead Advisors, LLC 206 $16,485 New position 2025-12-31
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 202 $16,164 New position 2025-12-31
HOEY INVESTMENTS, INC 200 $16,004 New position 2025-12-31
Clearstead Trust, LLC 199 $15,924 New position 2025-12-31
Manchester Capital Management LLC 198 $15,844 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 180 $14,427 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 179 $14,324 New position 2025-12-31
Hughes Financial Services, LLC 160 $12,803 New position 2025-12-31
North Star Investment Management Corp. 150 $12,003 New position 2025-12-31
Root Financial Partners, LLC 132 $10,563 New position 2025-12-31
Accent Capital Management, LLC 104 $8,322 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 102 $8,162 New position 2025-12-31
Larson Financial Group LLC 94 $7,522 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 392 $7,373 New position 2025-12-31
CANADA LIFE ASSURANCE Co 87,814 $7,029 New position 2025-12-31
Smartleaf Asset Management LLC 84 $6,775 New position 2025-12-31
Quent Capital, LLC 84 $6,722 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 81,652 $6,534 New position 2025-12-31
SageView Advisory Group, LLC 80 $6,402 New position 2025-12-31
ALGERT GLOBAL LLC 61,581 $4,928 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 60,051 $4,806 New position 2025-12-31
Center for Financial Planning, Inc. 57 $4,562 New position 2025-12-31
DELTA ASSET MANAGEMENT LLC/TN 50 $4,004 New position 2025-12-31
Triumph Capital Management 50 $4,001 New position 2025-12-31
Arax Advisory Partners 49 $3,922 New position 2025-12-31
Bogart Wealth, LLC 35 $2,801 New position 2025-12-31
Camelot Portfolios, LLC 33 $2,630 New position 2025-12-31
Torren Management, LLC 31 $2,500 New position 2025-12-31
Keating Financial Advisory Services, Inc. 24 $1,920 New position 2025-12-31
Kilter Group LLC 23 $1,841 New position 2025-12-31
High Note Wealth, LLC 20 $1,600 New position 2025-12-31
HRT FINANCIAL LP 16,935 $1,355 New position 2025-12-31
CWM, LLC 16,510 $1,322 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 14,466 $1,158 New position 2025-12-31
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 13,300 $1,064 New position 2025-12-31
Bay Harbor Wealth Management, LLC 7 $560 New position 2025-12-31
Rossby Financial, LCC 7 $560 New position 2025-12-31
PRAXIS INVESTMENT MANAGEMENT INC 6,850 $548 New position 2025-12-31
Cornerstone Planning Group LLC 5 $410 New position 2025-12-31
KBC Group NV 4,028 $322 New position 2025-12-31
HFM Investment Advisors, LLC 4 $321 New position 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 3,900 $311 New position 2025-12-31
Strive Financial Group ,LLC 3 $240 New position 2025-12-31
Daiwa Securities Group Inc. 2,798 $224 New position 2025-12-31
Elyxium Wealth, LLC 2 $166 New position 2025-12-31
Dunhill Financial, LLC 1 $109 New position 2025-12-31
American Capital Advisory, LLC 1 $81 New position 2025-12-31
TORONTO DOMINION BANK 1 $80 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 173 $14 New position 2025-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 90 $7 New position 2025-12-31