← All institutions

Institutional Holdings

UBSI

Ownership Summary

Institutions Holding
332
Total Shares Held
100,409,673
Total Value Held
$3,794,710,963
Quarter
2026-06-30

Active Positions

Increased Positions
3
14,880 shares
Decreased Positions
1
1,354,058 shares
Held Positions
5
191,801 shares
New Positions
323
98,848,934 shares
Sold Out Positions
0
0 shares
Institution Shares Value Change % of Portfolio Reported
NTV Asset Management LLC 172,525 $7,906,821 Unchanged 0.77% 2026-06-30
KLP KAPITALFORVALTNING AS 30,303 $1,173,423 New position 2025-12-31
CITY HOLDING CO 9,258 $424,199 Unchanged 0.05% 2026-06-30
Campbell & CO Investment Adviser LLC 8,983 $411,691 New position 0.02% 2026-06-30
DNB Asset Management AS 7,549 $345,971 Unchanged 0.00% 2026-06-30
Peak Retirement Planning, Inc. 4,563 $209,144 New position 0.03% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 3,916 $180,719 ▲ +1,467 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 1,518 $69,570 Unchanged 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 1,385 $49,541 New position 2025-12-31
DANSKE BANK A/S 3,600 $138,240 New position 2025-12-31
Janney Montgomery Scott LLC 48,223 $1,852 New position 2025-12-31
Pacer Advisors, Inc. 16,752 $643,277 New position 2025-12-31
HARBOR CAPITAL ADVISORS, INC. 951 $44 Unchanged 0.00% 2026-06-30
BlackRock, Inc. 20,080,079 $771,075,029 New position 2025-12-31
VANGUARD GROUP INC 14,542,040 $558,414,336 New position 2025-12-31
STATE STREET CORP 7,949,226 $308,278,396 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 7,604,523 $292,016,176 New position 2025-12-31
EARNEST PARTNERS LLC 4,240,128 $162,820,915 New position 2025-12-31
GEODE CAPITAL MANAGEMENT, LLC 3,802,338 $146,029,567 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 3,299,388 $126,696,499 New position 2025-12-31
FULLER & THALER ASSET MANAGEMENT, INC. 2,751,492 $105,657,274 New position 2025-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 1,852,582 $71,139,260 New position 2025-12-31
NORGES BANK 1,780,352 $68,365,517 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,678,119 $64,439,770 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 1,625,205 $62,407,877 New position 2025-12-31
NORTHERN TRUST CORP 1,591,639 $61,118,937 New position 2025-12-31
MORGAN STANLEY 1,403,141 $53,880,656 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 1,354,058 $51,995,838 ▼ -13,261 2025-12-31
Bank of New York Mellon Corp 1,351,608 $51,901,730 New position 2025-12-31
Fisher Asset Management, LLC 1,182,941 $45,424,953 New position 2025-12-31
GOLDMAN SACHS GROUP INC 1,177,051 $45,198,741 New position 2025-12-31
ProShare Advisors LLC 1,111,456 $42,679,910 New position 2025-12-31
Invesco Ltd. 1,029,983 $39,551,347 New position 2025-12-31
Nuveen, LLC 940,484 $36,114,585 New position 2025-12-31
UNITED BANK 713,288 $27,390,258 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 635,037 $24,385,421 New position 2025-12-31
WELLS FARGO & COMPANY/MN 533,027 $20,468,254 New position 2025-12-31
FIRST TRUST ADVISORS LP 531,249 $20,399,961 New position 2025-12-31
JPMORGAN CHASE & CO 483,081 $18,550,310 New position 2025-12-31
SYSTEMATIC FINANCIAL MANAGEMENT LP 435,530 $16,724,410 New position 2025-12-31
RHUMBLINE ADVISERS 430,467 $16,529,904 New position 2025-12-31
AMERIPRISE FINANCIAL INC 419,987 $16,136,907 New position 2025-12-31
BARCLAYS PLC 350,077 $13,442,956 New position 2025-12-31
UBS Group AG 349,835 $13,433,664 New position 2025-12-31
SEI INVESTMENTS CO 341,162 $13,100,622 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 303,443 $11,652,211 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 287,982 $11,058,509 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 286,544 $11,003,290 New position 2025-12-31
Swiss National Bank 279,163 $10,719,859 New position 2025-12-31
SEGALL BRYANT & HAMILL, LLC 272,992 $10,482,888 New position 2025-12-31
Verition Fund Management LLC 271,648 $10,431,283 New position 2025-12-31
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 270,754 $10,396,954 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 266,269 $10,224,735 New position 2025-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC 240,516 $9,235,814 New position 2025-12-31
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 233,034 $8,948,506 New position 2025-12-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 230,763 $8,861,299 New position 2025-12-31
Legal & General Group Plc 212,239 $8,149,978 New position 2025-12-31
FMR LLC 209,253 $8,035,301 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 209,181 $8,032,562 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 170,538 $6,548,659 New position 2025-12-31
AXXCESS WEALTH MANAGEMENT, LLC 167,134 $6,417,980 New position 2025-12-31
Nicholson Wealth Management Group, LLC 152,490 $5,855,616 New position 2025-12-31
MetLife Investment Management, LLC 143,220 $5,499,648 New position 2025-12-31
MALTESE CAPITAL MANAGEMENT LLC 142,500 $5,472,000 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 138,931 $5,334,950 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 133,185 $5,114,304 New position 2025-12-31
OLD NATIONAL BANCORP /IN/ 127,461 $4,894,501 New position 2025-12-31
Brandywine Global Investment Management, LLC 117,542 $4,513,613 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 117,378 $4,507,315 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 115,891 $4,450,214 New position 2025-12-31
WESBANCO BANK INC 114,719 $4,405,210 New position 2025-12-31
DEUTSCHE BANK AG\ 114,010 $4,377,984 New position 2025-12-31
Focus Partners Wealth 111,607 $4,285,754 New position 2025-12-31
Rafferty Asset Management, LLC 102,821 $3,948,326 New position 2025-12-31
CITIGROUP INC 101,820 $3,909,888 New position 2025-12-31
ROYAL BANK OF CANADA 99,855 $3,835,000 New position 2025-12-31
JANE STREET GROUP, LLC 99,834 $3,833,626 New position 2025-12-31
1834 INVESTMENT ADVISORS CO 96,344 $3,700,065 New position 2025-12-31
Fieldview Capital Management, LLC 92,201 $3,540,518 New position 2025-12-31
GUGGENHEIM CAPITAL LLC 91,017 $3,495,053 New position 2025-12-31
CITADEL ADVISORS LLC 90,714 $3,483,418 New position 2025-12-31
EP Wealth Advisors, LLC 85,363 $3,277,939 New position 2025-12-31
FRANKLIN RESOURCES INC 84,765 $3,254,976 New position 2025-12-31
BROWN ADVISORY INC 83,276 $3,197,798 New position 2025-12-31
Pinnacle Financial Partners, Inc. 82,112 $3,153,102 New position 2025-12-31
Ruffer LLP 81,408 $3,130,871 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 78,007 $2,995,473 New position 2025-12-31
LPL Financial LLC 77,694 $2,983,446 New position 2025-12-31
Holocene Advisors, LP 75,272 $2,890,445 New position 2025-12-31
Dana Investment Advisors, Inc. 75,251 $2,889,638 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 75,050 $2,881,904 New position 2025-12-31
Arkadios Wealth Advisors 73,559 $2,824,681 New position 2025-12-31
Qube Research & Technologies Ltd 71,521 $2,746,406 New position 2025-12-31
Sterling Capital Management LLC 69,596 $2,672,486 New position 2025-12-31
State of Tennessee, Department of Treasury 59,404 $2,514,572 New position 2025-12-31
JANUS HENDERSON GROUP PLC 61,534 $2,362,598 New position 2025-12-31
State of New Jersey Common Pension Fund D 60,997 $2,342,285 New position 2025-12-31
Elo Mutual Pension Insurance Co 60,823 $2,335,603 New position 2025-12-31
Weiss Asset Management LP 58,898 $2,261,683 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 58,687 $2,253,581 New position 2025-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 58,301 $2,238,758 New position 2025-12-31
Creative Planning 57,635 $2,213,191 New position 2025-12-31
STALEY CAPITAL ADVISERS INC 56,541 $2,171,188 New position 2025-12-31
Quantinno Capital Management LP 56,456 $2,167,928 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 56,105 $2,154,432 New position 2025-12-31
BRIDGEWAY CAPITAL MANAGEMENT, LLC 55,646 $2,136,806 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 54,709 $2,100,826 New position 2025-12-31
Foster Victor Wealth Advisors, LLC 49,918 $2,057,620 New position 2025-12-31
ANCHOR CAPITAL ADVISORS LLC 53,268 $2,045,491 New position 2025-12-31
CrossGen Wealth, LLC 51,772 $1,988,058 New position 2025-12-31
OSAIC HOLDINGS, INC. 51,486 $1,977,116 New position 2025-12-31
COMERICA BANK 49,316 $1,893,708 New position 2025-12-31
Main Street Group, LTD 47,740 $1,833,216 New position 2025-12-31
DOVER ADVISORS, LLC 47,027 $1,825,451 New position 2025-12-31
NewEdge Advisors, LLC 47,074 $1,807,654 New position 2025-12-31
Mariner, LLC 46,982 $1,804,753 New position 2025-12-31
Artemis Investment Management LLP 46,894 $1,800,730 New position 2025-12-31
MEEDER ASSET MANAGEMENT INC 45,659 $1,753,306 New position 2025-12-31
Cerity Partners LLC 45,469 $1,746,004 New position 2025-12-31
IEQ CAPITAL, LLC 44,128 $1,694,507 New position 2025-12-31
Graham Capital Management, L.P. 40,231 $1,544,870 New position 2025-12-31
Atria Investments, Inc 40,085 $1,539,269 New position 2025-12-31
BW Gestao de Investimentos Ltda. 40,000 $1,536,000 New position 2025-12-31
Commonwealth Financial Services, LLC 39,529 $1,517,898 New position 2025-12-31
Arizona State Retirement System 39,480 $1,516,032 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 38,525 $1,479,360 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 38,144 $1,464,730 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 38,109 $1,463,385 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 37,096 $1,424,486 New position 2025-12-31
Ameritas Investment Partners, Inc. 37,034 $1,422,106 New position 2025-12-31
RENAISSANCE TECHNOLOGIES LLC 36,403 $1,397,875 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 35,056 $1,346,150 New position 2025-12-31
BANK OF MONTREAL /CAN/ 34,633 $1,329,907 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 34,458 $1,323,187 New position 2025-12-31
Brooklyn Investment Group 33,607 $1,312,018 New position 2025-12-31
Snowden Capital Advisors LLC 33,564 $1,301,628 New position 2025-12-31
Trexquant Investment LP 33,120 $1,271,808 New position 2025-12-31
STATE OF MICHIGAN RETIREMENT SYSTEM 33,113 $1,271,539 New position 2025-12-31
Crown Wealth Group, LLC 33,031 $1,268,390 New position 2025-12-31
Kestra Advisory Services, LLC 32,326 $1,241,322 New position 2025-12-31
PICTON MAHONEY ASSET MANAGEMENT 31,353 $1,203,955 New position 2025-12-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 31,343 $1,203,571 New position 2025-12-31
Verity Asset Management, Inc. 31,135 $1,195,584 New position 2025-12-31
McKinley Carter Wealth Services, Inc. 30,973 $1,189,371 New position 2025-12-31
Klingman & Associates, LLC 30,692 $1,178,573 New position 2025-12-31
Atlantic Union Bankshares Corp 28,248 $1,084,723 New position 2025-12-31
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 28,012 $1,075,661 New position 2025-12-31
Advisory Services Network, LLC 27,753 $1,065,710 New position 2025-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 27,609 $1,060,196 New position 2025-12-31
STRS OHIO 26,400 $1,013,760 New position 2025-12-31
Kingsview Wealth Management, LLC 25,067 $962,578 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 24,521 $941,606 New position 2025-12-31
STIFEL FINANCIAL CORP 24,298 $933,032 New position 2025-12-31
Papamarkou Wellner Asset Management inc. 23,198 $890,803 New position 2025-12-31
UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,532 $865,229 New position 2025-12-31
HighTower Advisors, LLC 22,453 $862,213 New position 2025-12-31
TRUIST FINANCIAL CORP 21,837 $838,551 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 21,404 $821,914 New position 2025-12-31
Sequoia Financial Advisors, LLC 20,909 $802,902 New position 2025-12-31
Pictet Asset Management Holding SA 20,094 $771,610 New position 2025-12-31
Point72 Asset Management, L.P. 19,798 $760,243 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,360 $743,424 New position 2025-12-31
KEYBANK NATIONAL ASSOCIATION/OH 19,006 $729,831 New position 2025-12-31
Tranquility Partners, LLC 18,816 $722,534 New position 2025-12-31
US BANCORP \DE\ 18,575 $713,310 New position 2025-12-31
ZACKS INVESTMENT MANAGEMENT 18,307 $702,977 New position 2025-12-31
Rockefeller Capital Management L.P. 17,657 $678,035 New position 2025-12-31
Gallagher Fiduciary Advisors, LLC 17,338 $665,797 New position 2025-12-31
XPONANCE LLC 17,064 $655,258 New position 2025-12-31
Russell Investments Group, Ltd. 16,555 $636,577 New position 2025-12-31
VIRGINIA RETIREMENT SYSTEMS ET Al 16,500 $633,600 New position 2025-12-31
CONNABLE OFFICE INC 16,441 $631,334 New position 2025-12-31
Amundi 16,363 $628,339 New position 2025-12-31
Pathstone Holdings, LLC 16,156 $620,454 New position 2025-12-31
Squarepoint Ops LLC 16,072 $617,165 New position 2025-12-31
Aquatic Capital Management LLC 15,510 $595,584 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 15,461 $593,702 New position 2025-12-31
DRW Securities, LLC 14,580 $559,872 New position 2025-12-31
FEDERATED HERMES, INC. 14,489 $556,378 New position 2025-12-31
Cetera Investment Advisers 14,465 $555,445 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 14,410 $553,328 New position 2025-12-31
AXQ CAPITAL, LP 14,392 $552,653 New position 2025-12-31
M&T BANK CORP 10,340 $548,581 New position 2025-12-31
Summit Financial, LLC 14,112 $547,259 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,851 $538,770 New position 2025-12-31
EMERALD MUTUAL FUND ADVISERS TRUST 13,818 $530,611 New position 2025-12-31
Millstone Evans Group, LLC 13,328 $511,795 New position 2025-12-31
Heritage Wealth Advisors 13,237 $508,315 New position 2025-12-31
Moors & Cabot, Inc. 13,185 $506,293 New position 2025-12-31
Goldstone Financial Group, LLC 12,954 $497,448 New position 2025-12-31
Man Group plc 12,640 $485,376 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 12,632 $485,079 New position 2025-12-31
Ensign Peak Advisors, Inc 12,397 $476,045 New position 2025-12-31
ALPS ADVISORS INC 12,313 $472,819 New position 2025-12-31
Inspire Investing, LLC 12,144 $466,330 New position 2025-12-31
Connor, Clark & Lunn Investment Management Ltd. 11,634 $446,746 New position 2025-12-31
AlTi Global, Inc. 11,355 $440,347 New position 2025-12-31
NATIXIS 11,100 $426,240 New position 2025-12-31
GAMCO INVESTORS, INC. ET AL 11,000 $422,400 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 10,988 $421,939 New position 2025-12-31
IFP Advisors, Inc 10,897 $418,445 ▲ +1,035 2025-12-31
Prospera Financial Services Inc 10,832 $415,959 New position 2025-12-31
&PARTNERS 10,801 $414,743 New position 2025-12-31
D. E. Shaw & Co., Inc. 10,767 $413,453 New position 2025-12-31
AE Wealth Management LLC 10,696 $410,726 New position 2025-12-31
SECURIAN ASSET MANAGEMENT, INC 10,209 $392,026 New position 2025-12-31
Lynx Investment Advisory 10,178 $390,847 New position 2025-12-31
Belpointe Asset Management LLC 9,783 $375,667 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 9,621 $369,446 New position 2025-12-31
Facet Wealth, Inc. 8,627 $360,091 New position 2025-12-31
CIBC WORLD MARKETS CORP 9,258 $355,507 New position 2025-12-31
Wealthspire Advisors, LLC 9,082 $349,024 New position 2025-12-31
MACKENZIE FINANCIAL CORP 8,873 $342,532 New position 2025-12-31
Integrated Investment Consultants, LLC 8,765 $336,576 New position 2025-12-31
PROFUND ADVISORS LLC 8,639 $331,738 New position 2025-12-31
High Point Wealth Management, LLC 8,218 $315,584 New position 2025-12-31
Riverbend Wealth Management, LLC 8,202 $314,956 New position 2025-12-31
Vise Technologies, Inc. 8,093 $310,777 New position 2025-12-31
Neuberger Berman Group LLC 7,940 $304,896 New position 2025-12-31
Crossmark Global Holdings, Inc. 7,818 $300,211 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 7,767 $298,253 New position 2025-12-31
Corient Private Wealth LLC 7,730 $296,800 New position 2025-12-31
BROWN BROTHERS HARRIMAN & CO 7,316 $280,934 New position 2025-12-31
Engineers Gate Manager LP 7,248 $278,323 New position 2025-12-31
Abel Hall, LLC 7,240 $278,016 New position 2025-12-31
Mutual Advisors, LLC 7,045 $270,530 New position 2025-12-31
Concurrent Investment Advisors, LLC 7,014 $269,321 New position 2025-12-31
Teton Advisors, LLC 7,000 $268,800 New position 2025-12-31
Brevan Howard Capital Management LP 6,958 $267,187 New position 2025-12-31
D.A. DAVIDSON & CO. 6,782 $260,429 New position 2025-12-31
Mitsubishi UFJ Trust & Banking Corp 6,773 $260,083 New position 2025-12-31
HB Wealth Management, LLC 6,647 $255,245 New position 2025-12-31
Swiss Life Asset Management Ltd 6,441 $247,334 New position 2025-12-31
Salomon & Ludwin, LLC 6,020 $235,081 New position 2025-12-31
Sivia Capital Partners, LLC 6,044 $232,090 New position 2025-12-31
Bayforest Capital Ltd 6,000 $230,400 New position 2025-12-31
Cassaday & Co Wealth Management LLC 5,946 $228,327 New position 2025-12-31
COURIER CAPITAL LLC 5,789 $222,298 New position 2025-12-31
PEOPLES BANK /OH 5,735 $220,224 New position 2025-12-31
BEACON INVESTMENT ADVISORS LLC 5,716 $219,507 New position 2025-12-31
Marathon Strategic Advisors, LLC 5,565 $213,696 New position 2025-12-31
Forum Financial Management, LP 5,557 $213,389 New position 2025-12-31
MILESTONE ASSET MANAGEMENT, LLC 5,353 $205,555 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 5,140 $197,376 New position 2025-12-31
Empowered Funds, LLC 4,934 $189,466 New position 2025-12-31
Tower Research Capital LLC (TRC) 4,665 $179,136 New position 2025-12-31
Granite FO LLC 4,619 $177,369 New position 2025-12-31
HUNTINGTON NATIONAL BANK 4,249 $163,157 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 3,438 $132,020 New position 2025-12-31
AlphaQuest LLC 3,299 $126,682 New position 2025-12-31
Cape Investment Advisory, Inc. 3,010 $115,575 New position 2025-12-31
Horizon Investments, LLC 2,369 $90,970 New position 2025-12-31
MAI Capital Management 2,160 $82,944 New position 2025-12-31
Steward Partners Investment Advisory, LLC 2,090 $80,249 New position 2025-12-31
Hillsdale Investment Management Inc. 1,900 $72,960 New position 2025-12-31
SageView Advisory Group, LLC 1,841 $70,695 New position 2025-12-31
Key FInancial Inc 1,830 $70,272 New position 2025-12-31
Hughes Financial Services, LLC 1,737 $66,701 New position 2025-12-31
PRIVATE TRUST CO NA 1,714 $65,818 New position 2025-12-31
UMB Bank, n.a. 1,672 $64,205 New position 2025-12-31
EverSource Wealth Advisors, LLC 1,492 $57,292 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 1,480 $56,832 New position 2025-12-31
FIFTH THIRD BANCORP 1,361 $52,262 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 1,236 $47,462 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 922,918 $35,440 New position 2025-12-31
Clarity Asset Management, Inc. 846 $32,491 New position 2025-12-31
Bogart Wealth, LLC 763 $29,299 New position 2025-12-31
SBI Securities Co., Ltd. 681 $26,150 New position 2025-12-31
Eurizon Capital SGR S.p.A. 666 $25,574 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 583 $22,387 New position 2025-12-31
Root Financial Partners, LLC 478 $18,355 New position 2025-12-31
Clearstead Advisors, LLC 458 $17,588 New position 2025-12-31
Manchester Capital Management LLC 453 $17,396 New position 2025-12-31
Kemnay Advisory Services Inc. 413 $15,859 New position 2025-12-31
Smartleaf Asset Management LLC 388 $15,008 New position 2025-12-31
CIBC Private Wealth Group LLC 302 $11,597 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 280 $10,752 New position 2025-12-31
Allworth Financial LP 274 $10,522 New position 2025-12-31
Hilton Head Capital Partners, LLC 250 $9,598 New position 2025-12-31
Parallel Advisors, LLC 246 $9,446 New position 2025-12-31
Optiver Holding B.V. 227 $8,717 New position 2025-12-31
Clearstead Trust, LLC 217 $8,333 New position 2025-12-31
Tripletail Wealth Management, LLC 200 $7,680 New position 2025-12-31
Wealth Watch Advisors, INC 200 $7,680 New position 2025-12-31
Global Retirement Partners, LLC 178 $6,829 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 140,932 $5,412 New position 2025-12-31
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 140,581 $5,398 New position 2025-12-31
CENTRAL TRUST Co 139 $5,338 New position 2025-12-31
Morton Brown Family Wealth, LLC 124 $4,762 New position 2025-12-31
FARMERS & MERCHANTS INVESTMENTS INC 122 $4,685 New position 2025-12-31
HOLLENCREST CAPITAL MANAGEMENT 121 $4,646 New position 2025-12-31
Parkside Financial Bank & Trust 117 $4,493 New position 2025-12-31
Quent Capital, LLC 108 $4,147 New position 2025-12-31
Atlantic Edge Private Wealth Management, LLC 105 $4,032 New position 2025-12-31
Triumph Capital Management 102 $3,917 New position 2025-12-31
Colonial Trust Advisors 100 $3,840 New position 2025-12-31
Ares Financial Consulting, LLC 97 $3,725 New position 2025-12-31
Arax Advisory Partners 96 $3,687 New position 2025-12-31
Keating Financial Advisory Services, Inc. 92 $3,533 New position 2025-12-31
Elyxium Wealth, LLC 91 $3,494 New position 2025-12-31
CANADA LIFE ASSURANCE Co 86,507 $3,322 New position 2025-12-31
Kilter Group LLC 67 $2,573 ▲ +18 2025-12-31
Activest Wealth Management 59 $2,266 New position 2025-12-31
AMALGAMATED BANK 58,984 $2,265 New position 2025-12-31
Strive Financial Group ,LLC 42 $1,613 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 41,814 $1,605 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 40,747 $1,565 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 38,500 $1,478 New position 2025-12-31
Rossby Financial, LCC 38 $1,459 New position 2025-12-31
Handelsbanken Fonder AB 35,946 $1,380 New position 2025-12-31
CWM, LLC 35,182 $1,350 New position 2025-12-31
Torren Management, LLC 35 $1,348 New position 2025-12-31
Cornerstone Financial Management LLC 35 $1,344 New position 2025-12-31
Physician Wealth Advisors, Inc. 28 $1,076 New position 2025-12-31
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 27,400 $1,052 New position 2025-12-31
HAZLETT, BURT & WATSON, INC. 25,832 $992 New position 2025-12-31
NATIXIS ADVISORS, LLC 21,449 $824 New position 2025-12-31
Larson Financial Group LLC 14 $538 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 13,507 $519 New position 2025-12-31
Daiwa Securities Group Inc. 11,678 $448 New position 2025-12-31
Bay Harbor Wealth Management, LLC 11 $426 New position 2025-12-31
Jackson Creek Investment Advisors LLC 10,590 $407 New position 2025-12-31
Janney Capital Management LLC 10,207 $392 New position 2025-12-31
HFM Investment Advisors, LLC 9 $346 New position 2025-12-31
KBC Group NV 8,468 $326 New position 2025-12-31
Smithfield Trust Co 3,520 $135 New position 2025-12-31
Dunhill Financial, LLC 3 $110 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 2,172 $83 New position 2025-12-31
Dogwood Wealth Management LLC 2 $78 New position 2025-12-31
Covestor Ltd 1,898 $73 New position 2025-12-31
BESSEMER GROUP INC 421 $16 New position 2025-12-31
Farmers & Merchants Trust Co of Chambersburg PA 186 $7 New position 2025-12-31