← All institutions
Institutional Holdings
UMBFOwnership Summary
Institutions Holding
381
Total Shares Held
69,473,559
Total Value Held
$7,786,063,118
Quarter
2025-12-31
Active Positions
Increased Positions
5
798,432 shares
Decreased Positions
10
845,956 shares
Held Positions
6
9,155 shares
New Positions
353
67,820,016 shares
Sold Out Positions
7
73,502 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 1,907,978 | $219,529,420 | New position | 2025-12-31 | |
| Neuberger Berman Group LLC | 1,743,903 | $200,618,619 | New position | 2025-12-31 | |
| Clearbridge Investments, LLC | 614,037 | $70,638,846 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 553,541 | $63,679,359 | New position | 2025-12-31 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 336,712 | $38,735,348 | New position | 2025-12-31 | |
| CONGRESS ASSET MANAGEMENT CO | 396,647 | $56,625,272 | ▲ +245,296 | 0.35% | 2026-06-30 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 364,287 | $52,005,611 | ▲ +69,407 | 0.46% | 2026-06-30 |
| EMERALD ADVISERS, LLC | 275,296 | $31,670,044 | New position | 2025-12-31 | |
| EMERALD MUTUAL FUND ADVISERS TRUST | 158,617 | $18,247,300 | New position | 2025-12-31 | |
| Boston Trust Walden Corp | 237,130 | $27,279,435 | New position | 2025-12-31 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 193,936 | $22,310,397 | New position | 2025-12-31 | |
| STRS OHIO | 102,000 | $11,734,080 | New position | 2025-12-31 | |
| KENNEDY CAPITAL MANAGEMENT LLC | 49,145 | $5,653,641 | New position | 2025-12-31 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 71,181 | $8,188,662 | New position | 2025-12-31 | |
| THIRD AVENUE MANAGEMENT LLC | 78,245 | $9,001,305 | New position | 2025-12-31 | |
| MetLife Investment Management, LLC | 73,741 | $8,483,165 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 80,763 | $9,292,592 | New position | 2025-12-31 | |
| Russell Investments Group, Ltd. | 31,012 | $3,569,304 | New position | 2025-12-31 | |
| Hillsdale Investment Management Inc. | 60 | $6,902 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 5,372 | $618,014 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42,592 | $4,899,784 | New position | 2025-12-31 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 33,579 | $4,793,738 | ▼ -3,483 | 0.08% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 19,940 | $2,293,898 | New position | 2025-12-31 | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 19,789 | $2,825,078 | ▼ -1,083 | 0.03% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 21,201 | $2,438,963 | New position | 2025-12-31 | |
| QUADRANT CAPITAL GROUP LLC | 17,688 | $2,034,828 | New position | 2025-12-31 | |
| KLP KAPITALFORVALTNING AS | 17,095 | $1,972,528 | New position | 2025-12-31 | |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 14,216 | $1,635,409 | New position | 2025-12-31 | |
| GREAT LAKES ADVISORS, LLC | 21,406 | $2,462,546 | New position | 2025-12-31 | |
| MACKENZIE FINANCIAL CORP | 4,556 | $530,548 | New position | 2025-12-31 | |
| Legato Capital Management LLC | 9,553 | $1,363,786 | New position | 0.11% | 2026-06-30 |
| Sterling Capital Management LLC | 10,768 | $1,238,751 | New position | 2025-12-31 | |
| NISA INVESTMENT ADVISORS, LLC | 4,857 | $695,396 | ▲ +536 | 0.00% | 2026-06-30 |
| Florida Trust Wealth Management Co | 4,748 | $677,824 | ▼ -20 | 0.02% | 2026-06-30 |
| DNB Asset Management AS | 3,828 | $546,485 | Unchanged | 0.00% | 2026-06-30 |
| Sumitomo Mitsui Trust Group, Inc. | 3,759 | $536,635 | ▲ +109 | 0.00% | 2026-06-30 |
| CONNABLE OFFICE INC | 4,732 | $544,369 | New position | 2025-12-31 | |
| Hamilton Capital Partners Inc. | 3,565 | $508,939 | ▼ -1,450 | 0.01% | 2026-06-30 |
| FIRST COMMUNITY TRUST NA | 3,180 | $453,977 | Unchanged | 0.21% | 2026-06-30 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 2,800 | $322,112 | New position | 2025-12-31 | |
| Ethic Inc. | 2,955 | $339,937 | New position | 2025-12-31 | |
| ALLSTATE CORP | 2,360 | $336,914 | ▼ -22,027 | 0.00% | 2026-06-30 |
| TRUST POINT INC. | 2,191 | $312,787 | ▼ -1,615 | 0.03% | 2026-06-30 |
| Yorktown Management & Research Co Inc | 2,100 | $299,796 | Unchanged | 0.18% | 2026-06-30 |
| PANAGORA ASSET MANAGEMENT INC | 2,032 | $233,761 | New position | 2025-12-31 | |
| Ellenbecker Investment Group | 1,874 | $215,598 | New position | 2025-12-31 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1,396 | $150,091 | New position | 2025-12-31 | |
| GW&K Investment Management, LLC | 718,277 | $82,631 | New position | 2025-12-31 | |
| V-Square Quantitative Management LLC | 409 | $58,389 | New position | 0.01% | 2026-06-30 |
| Amova Asset Management Americas, Inc. | 309 | $44,113 | New position | 0.00% | 2026-06-30 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 48,851 | $5,619,819 | New position | 2025-12-31 | |
| MassMutual Private Wealth & Trust, FSB | 124 | $17,702 | ▼ -11 | 0.00% | 2026-06-30 |
| DANSKE BANK A/S | 1,310 | $150,702 | New position | 2025-12-31 | |
| BROWN BROTHERS HARRIMAN & CO | 90 | $10,354 | New position | 2025-12-31 | |
| BESSEMER GROUP INC | 453 | $52 | New position | 2025-12-31 | |
| FIRST HORIZON CORP | 73 | $10,421 | New position | 0.00% | 2026-06-30 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 60,476 | $6,957 | New position | 2025-12-31 | |
| PRIVATE TRUST CO NA | 446 | $51,308 | New position | 2025-12-31 | |
| AMALGAMATED BANK | 30,106 | $3,463 | New position | 2025-12-31 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 21,197 | $2,439 | New position | 2025-12-31 | |
| NBT BANK, N.A. | 12 | $1,713 | Unchanged | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 8,541 | $982,557 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5,486 | $631 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 8,805 | $1,012,957 | New position | 2025-12-31 | |
| PRAXIS INVESTMENT MANAGEMENT INC | 2,320 | $267 | New position | 2025-12-31 | |
| Basecamp Wealth Advisors LLC | 2 | $286 | Unchanged | 0.00% | 2026-06-30 |
| Covestor Ltd | 1,142 | $131 | New position | 2025-12-31 | |
| HARBOR CAPITAL ADVISORS, INC. | 341 | $49 | ▼ -12 | 0.00% | 2026-06-30 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 345,835 | $39,784,957 | New position | 2025-12-31 | |
| Campbell & CO Investment Adviser LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Diversified Portfolios, Inc. | 21,106 | $2,428,034 | New position | 2025-12-31 | |
| Entropy Technologies, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Tributary Capital Management, LLC | 129,530 | $14,901,136 | ▼ -9,347 | 2025-12-31 | |
| MARSHALL WACE, LLP | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| FNY Investment Advisers, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| CURIO WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BlackRock, Inc. | 9,116,360 | $1,048,746,108 | New position | 2025-12-31 | |
| VANGUARD GROUP INC | 7,684,774 | $884,056,401 | New position | 2025-12-31 | |
| UMB Bank, n.a. | 4,809,824 | $553,322,153 | New position | 2025-12-31 | |
| STATE STREET CORP | 4,182,520 | $482,907,334 | New position | 2025-12-31 | |
| DIMENSIONAL FUND ADVISORS LP | 2,854,927 | $328,439,228 | New position | 2025-12-31 | |
| FMR LLC | 2,635,503 | $303,188,302 | New position | 2025-12-31 | |
| WELLINGTON MANAGEMENT GROUP LLP | 2,590,780 | $298,043,332 | New position | 2025-12-31 | |
| AMERICAN CENTURY COMPANIES INC | 1,511,248 | $173,853,997 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 1,442,873 | $165,988,110 | New position | 2025-12-31 | |
| EARNEST PARTNERS LLC | 1,306,642 | $150,316,096 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 1,241,165 | $142,783,622 | New position | 2025-12-31 | |
| VICTORY CAPITAL MANAGEMENT INC | 1,103,086 | $126,899,014 | New position | 2025-12-31 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 960,831 | $110,533,998 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 853,298 | $98,163,401 | New position | 2025-12-31 | |
| MORGAN STANLEY | 816,382 | $93,916,720 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 806,423 | $92,770,856 | New position | 2025-12-31 | |
| FIRST TRUST ADVISORS LP | 803,251 | $92,405,995 | New position | 2025-12-31 | |
| Nuveen, LLC | 790,745 | $90,967,305 | New position | 2025-12-31 | |
| NORGES BANK | 746,569 | $85,885,298 | New position | 2025-12-31 | |
| PRINCIPAL FINANCIAL GROUP INC | 727,019 | $83,636,267 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 649,729 | $74,744,814 | ▼ -63,928 | 2025-12-31 | |
| Global Alpha Capital Management Ltd. | 632,216 | $72,730,129 | New position | 2025-12-31 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 480,513 | $56,066,257 | New position | 2025-12-31 | |
| CAPTRUST FINANCIAL ADVISORS | 459,419 | $52,851,560 | New position | 2025-12-31 | |
| BALYASNY ASSET MANAGEMENT L.P. | 422,065 | $48,554,358 | New position | 2025-12-31 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 380,211 | $43,739,473 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 369,059 | $42,456,547 | New position | 2025-12-31 | |
| JOHNSON INVESTMENT COUNSEL INC | 362,118 | $41,658,055 | New position | 2025-12-31 | |
| UBS Group AG | 352,785 | $40,584,386 | New position | 2025-12-31 | |
| NFJ INVESTMENT GROUP, LLC | 348,236 | $40,061,070 | New position | 2025-12-31 | |
| FRANKLIN RESOURCES INC | 346,704 | $39,884,828 | New position | 2025-12-31 | |
| ProShare Advisors LLC | 309,657 | $35,622,941 | New position | 2025-12-31 | |
| Invesco Ltd. | 283,113 | $32,569,320 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 275,603 | $31,705,366 | New position | 2025-12-31 | |
| Fisher Asset Management, LLC | 266,751 | $30,687,034 | New position | 2025-12-31 | |
| Stieven Capital Advisors, L.P. | 229,589 | $26,411,919 | New position | 2025-12-31 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 225,846 | $25,981,324 | New position | 2025-12-31 | |
| RHUMBLINE ADVISERS | 224,506 | $25,827,135 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 205,651 | $23,658,145 | New position | 2025-12-31 | |
| SEI INVESTMENTS CO | 194,472 | $22,374,553 | New position | 2025-12-31 | |
| WCM INVESTMENT MANAGEMENT, LLC | 185,085 | $21,595,718 | New position | 2025-12-31 | |
| BARCLAYS PLC | 184,957 | $21,277,454 | New position | 2025-12-31 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 184,522 | $21,227,410 | New position | 2025-12-31 | |
| Ceredex Value Advisors LLC | 162,175 | $18,656,612 | New position | 2025-12-31 | |
| FEDERATED HERMES, INC. | 160,990 | $18,520,290 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 156,448 | $17,997,799 | New position | 2025-12-31 | |
| Swiss National Bank | 149,820 | $17,235,293 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 149,473 | $17,195,420 | New position | 2025-12-31 | |
| RENAISSANCE TECHNOLOGIES LLC | 139,270 | $16,021,621 | New position | 2025-12-31 | |
| Gator Capital Management, LLC | 136,130 | $15,660,395 | New position | 2025-12-31 | |
| Verition Fund Management LLC | 133,999 | $15,415,245 | New position | 2025-12-31 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 127,893 | $14,712,811 | New position | 2025-12-31 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 115,120 | $13,243,405 | New position | 2025-12-31 | |
| Legal & General Group Plc | 113,677 | $13,077,403 | New position | 2025-12-31 | |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 100,127 | $11,518,610 | New position | 2025-12-31 | |
| Qube Research & Technologies Ltd | 96,625 | $11,115,740 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 89,725 | $10,321,964 | New position | 2025-12-31 | |
| Phocas Financial Corp. | 86,808 | $9,986,392 | New position | 2025-12-31 | |
| Creative Planning | 83,977 | $9,660,723 | New position | 2025-12-31 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 72,642 | $8,356,736 | New position | 2025-12-31 | |
| Rafferty Asset Management, LLC | 71,101 | $8,179,459 | New position | 2025-12-31 | |
| TWO SIGMA INVESTMENTS, LP | 69,930 | $8,044,747 | New position | 2025-12-31 | |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 68,740 | $7,907,850 | New position | 2025-12-31 | |
| MALTESE CAPITAL MANAGEMENT LLC | 65,000 | $7,477,600 | New position | 2025-12-31 | |
| CITIGROUP INC | 61,925 | $7,123,852 | New position | 2025-12-31 | |
| Allianz Asset Management GmbH | 60,523 | $6,962,566 | New position | 2025-12-31 | |
| MidWestOne Financial Group, Inc. | 55,956 | $6,437,178 | New position | 2025-12-31 | |
| BROWN ADVISORY INC | 55,752 | $6,413,756 | New position | 2025-12-31 | |
| KING LUTHER CAPITAL MANAGEMENT CORP | 55,276 | $6,358,951 | New position | 2025-12-31 | |
| Vest Financial, LLC | 53,104 | $6,109,084 | New position | 2025-12-31 | |
| Karl Kapital LLC | 51,728 | $5,950,789 | New position | 2025-12-31 | |
| Triveni Capital Investments LP | 50,932 | $5,859,217 | New position | 2025-12-31 | |
| Midwest Trust Co | 49,656 | $5,712,426 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 48,264 | $5,552,284 | New position | 2025-12-31 | |
| Petiole USA ltd | 48,244 | $5,549,990 | New position | 2025-12-31 | |
| GHP Investment Advisors, Inc. | 46,745 | $5,377,581 | New position | 2025-12-31 | |
| Federation des caisses Desjardins du Quebec | 46,131 | $5,306,911 | New position | 2025-12-31 | |
| FIL Ltd | 45,000 | $5,176,800 | New position | 2025-12-31 | |
| OPPENHEIMER ASSET MANAGEMENT INC. | 44,715 | $5,144,014 | New position | 2025-12-31 | |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 44,054 | $5,067,972 | New position | 2025-12-31 | |
| LPL Financial LLC | 41,703 | $4,797,535 | New position | 2025-12-31 | |
| B. Metzler seel. Sohn & Co. AG | 38,261 | $4,401,545 | New position | 2025-12-31 | |
| Mariner, LLC | 36,461 | $4,193,082 | New position | 2025-12-31 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 33,783 | $3,886,396 | New position | 2025-12-31 | |
| Squarepoint Ops LLC | 33,776 | $3,885,591 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 33,738 | $3,881,000 | New position | 2025-12-31 | |
| COMERICA BANK | 33,627 | $3,868,435 | New position | 2025-12-31 | |
| JANUS HENDERSON GROUP PLC | 33,001 | $3,795,280 | New position | 2025-12-31 | |
| State of Tennessee, Department of Treasury | 28,248 | $3,591,451 | New position | 2025-12-31 | |
| Holocene Advisors, LP | 30,826 | $3,546,223 | New position | 2025-12-31 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,593 | $3,519,419 | New position | 2025-12-31 | |
| INTECH INVESTMENT MANAGEMENT LLC | 30,442 | $3,502,048 | New position | 2025-12-31 | |
| COMMERCE BANK | 29,901 | $3,439,810 | New position | 2025-12-31 | |
| FIRST NATIONAL BANK OF OMAHA | 28,882 | $3,340,401 | ▲ +9,264 | 2025-12-31 | |
| NATIXIS | 27,900 | $3,209,616 | New position | 2025-12-31 | |
| FJ Capital Management LLC | 26,549 | $3,054,197 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,416 | $3,038,897 | New position | 2025-12-31 | |
| Focus Partners Advisor Solutions, LLC | 26,277 | $3,023,000 | New position | 2025-12-31 | |
| PRUDENTIAL FINANCIAL INC | 26,251 | $3,019,915 | New position | 2025-12-31 | |
| Integrated Advisors Network LLC | 25,144 | $2,892,633 | New position | 2025-12-31 | |
| Pathstone Holdings, LLC | 24,876 | $2,863,251 | New position | 2025-12-31 | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,919 | $2,751,642 | New position | 2025-12-31 | |
| Cerity Partners LLC | 23,164 | $2,664,760 | New position | 2025-12-31 | |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $2,638,097 | New position | 2025-12-31 | |
| Ensign Peak Advisors, Inc | 22,877 | $2,631,770 | New position | 2025-12-31 | |
| Arizona State Retirement System | 21,054 | $2,422,052 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 21,036 | $2,419,981 | New position | 2025-12-31 | |
| State of New Jersey Common Pension Fund D | 20,705 | $2,381,903 | New position | 2025-12-31 | |
| OLD NATIONAL BANCORP /IN/ | 20,572 | $2,366,602 | New position | 2025-12-31 | |
| Fieldview Capital Management, LLC | 19,692 | $2,265,368 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 19,606 | $2,255,715 | New position | 2025-12-31 | |
| Paragon Capital Management LLC | 19,272 | $2,217,051 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 19,089 | $2,195,999 | New position | 2025-12-31 | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 17,867 | $2,055,420 | New position | 2025-12-31 | |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 16,841 | $1,937,389 | New position | 2025-12-31 | |
| Atria Investments, Inc | 16,802 | $1,932,935 | New position | 2025-12-31 | |
| STATE OF WISCONSIN INVESTMENT BOARD | 16,752 | $1,927,150 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 15,974 | $1,837,649 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 15,550 | $1,788,888 | New position | 2025-12-31 | |
| GAMCO INVESTORS, INC. ET AL | 13,866 | $1,595,145 | New position | 2025-12-31 | |
| Angel Oak Capital Advisors, LLC | 13,600 | $1,564,544 | New position | 2025-12-31 | |
| Orion Porfolio Solutions, LLC | 13,115 | $1,508,805 | New position | 2025-12-31 | |
| VOYA INVESTMENT MANAGEMENT LLC | 12,843 | $1,477,459 | New position | 2025-12-31 | |
| Steele Capital Management, Inc. | 12,367 | $1,428,026 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 11,995 | $1,379,976 | New position | 2025-12-31 | |
| CenterBook Partners LP | 11,818 | $1,359,543 | New position | 2025-12-31 | |
| IEQ CAPITAL, LLC | 11,648 | $1,340,001 | New position | 2025-12-31 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 11,601 | $1,334,579 | New position | 2025-12-31 | |
| Pictet Asset Management Holding SA | 11,420 | $1,313,757 | New position | 2025-12-31 | |
| M&T BANK CORP | 19,350 | $1,243,580 | New position | 2025-12-31 | |
| ATWOOD & PALMER INC | 10,729 | $1,234,265 | New position | 2025-12-31 | |
| MERITAGE PORTFOLIO MANAGEMENT | 10,410 | $1,197,566 | New position | 2025-12-31 | |
| Bayview Asset Management, LLC | 10,000 | $1,150,400 | New position | 2025-12-31 | |
| Accredited Investors Inc. | 9,939 | $1,143,383 | New position | 2025-12-31 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 9,869 | $1,135,330 | New position | 2025-12-31 | |
| Envestnet Portfolio Solutions, Inc. | 9,749 | $1,121,571 | New position | 2025-12-31 | |
| NewEdge Advisors, LLC | 9,713 | $1,117,369 | New position | 2025-12-31 | |
| HANCOCK WHITNEY CORP | 9,644 | $1,109,444 | New position | 2025-12-31 | |
| Aquatic Capital Management LLC | 9,604 | $1,104,844 | New position | 2025-12-31 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9,388 | $1,079,996 | New position | 2025-12-31 | |
| XPONANCE LLC | 8,831 | $1,015,918 | New position | 2025-12-31 | |
| Merit Financial Group, LLC | 8,498 | $977,634 | New position | 2025-12-31 | |
| IHT Wealth Management, LLC | 8,378 | $963,843 | New position | 2025-12-31 | |
| Gallagher Fiduciary Advisors, LLC | 8,187 | $941,835 | New position | 2025-12-31 | |
| TRUIST FINANCIAL CORP | 7,976 | $917,559 | New position | 2025-12-31 | |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,800 | $897,312 | New position | 2025-12-31 | |
| FIDUCIARY TRUST CO | 7,641 | $879,021 | New position | 2025-12-31 | |
| DRW Securities, LLC | 7,568 | $870,622 | New position | 2025-12-31 | |
| Quantinno Capital Management LP | 7,556 | $869,257 | New position | 2025-12-31 | |
| Elizabeth Park Capital Advisors, Ltd. | 7,302 | $840,022 | New position | 2025-12-31 | |
| FIRST CITIZENS BANK & TRUST CO | 7,147 | $822,190 | New position | 2025-12-31 | |
| BANK OF MONTREAL /CAN/ | 7,050 | $811,075 | New position | 2025-12-31 | |
| Gerber Kawasaki Wealth & Investment Management | 6,946 | $799,125 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 6,907 | $794,581 | New position | 2025-12-31 | |
| Focus Partners Wealth | 6,816 | $784,217 | New position | 2025-12-31 | |
| Concurrent Investment Advisors, LLC | 6,424 | $739,017 | New position | 2025-12-31 | |
| Sequoia Financial Advisors, LLC | 6,351 | $730,619 | New position | 2025-12-31 | |
| Vanguard Personalized Indexing Management, LLC | 6,070 | $698,293 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 5,856 | $673,684 | New position | 2025-12-31 | |
| Man Group plc | 5,770 | $663,781 | New position | 2025-12-31 | |
| Cambria Investment Management, L.P. | 5,562 | $639,852 | New position | 2025-12-31 | |
| EP Wealth Advisors, LLC | 5,181 | $596,022 | New position | 2025-12-31 | |
| KEYBANK NATIONAL ASSOCIATION/OH | 5,140 | $591,305 | New position | 2025-12-31 | |
| SECURIAN ASSET MANAGEMENT, INC | 5,135 | $590,730 | New position | 2025-12-31 | |
| Whelan Financial | 5,007 | $576,009 | New position | 2025-12-31 | |
| FAS Wealth Partners, Inc. | 4,968 | $571,486 | New position | 2025-12-31 | |
| KLCM Advisors, Inc. | 4,878 | $561,165 | New position | 2025-12-31 | |
| CIBC WORLD MARKETS CORP | 4,811 | $553,457 | New position | 2025-12-31 | |
| &PARTNERS | 4,823 | $550,166 | New position | 2025-12-31 | |
| WealthPlan Investment Management, LLC | 4,465 | $513,600 | New position | 2025-12-31 | |
| Abel Hall, LLC | 4,364 | $502,035 | New position | 2025-12-31 | |
| Verdence Capital Advisors LLC | 4,342 | $499,519 | New position | 2025-12-31 | |
| Stembrook Asset Management, LLC | 4,269 | $491,106 | New position | 2025-12-31 | |
| Douglass Winthrop Advisors, LLC | 4,140 | $476,266 | New position | 2025-12-31 | |
| FARMERS & MERCHANTS INVESTMENTS INC | 4,058 | $466,832 | New position | 2025-12-31 | |
| EVERGREEN CAPITAL MANAGEMENT LLC | 4,019 | $464,041 | New position | 2025-12-31 | |
| L. Roy Papp & Associates, LLP | 4,030 | $463,612 | New position | 2025-12-31 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,908 | $449,560 | New position | 2025-12-31 | |
| PROFUND ADVISORS LLC | 3,883 | $446,700 | New position | 2025-12-31 | |
| N.E.W. Advisory Services LLC | 3,799 | $437,037 | New position | 2025-12-31 | |
| MML INVESTORS SERVICES, LLC | 3,770 | $433,696 | New position | 2025-12-31 | |
| TWO SIGMA SECURITIES, LLC | 3,752 | $431,630 | New position | 2025-12-31 | |
| JNBA Financial Advisors | 3,682 | $423,578 | New position | 2025-12-31 | |
| Optimize Financial Inc | 3,679 | $423,232 | New position | 2025-12-31 | |
| First National Advisers, LLC | 3,569 | $410,578 | New position | 2025-12-31 | |
| Swiss Life Asset Management Ltd | 3,480 | $400,339 | New position | 2025-12-31 | |
| Vontobel Holding Ltd. | 3,395 | $390,561 | New position | 2025-12-31 | |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $389,641 | New position | 2025-12-31 | |
| OPPENHEIMER & CO INC | 3,313 | $381,128 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 3,210 | $369,278 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 3,066 | $352,713 | New position | 2025-12-31 | |
| Integrated Investment Consultants, LLC | 2,959 | $340,403 | New position | 2025-12-31 | |
| Moors & Cabot, Inc. | 2,943 | $338,581 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 2,910 | $334,766 | New position | 2025-12-31 | |
| MQS Management LLC | 2,789 | $320,847 | New position | 2025-12-31 | |
| Forum Financial Management, LP | 2,722 | $313,138 | New position | 2025-12-31 | |
| High Note Wealth, LLC | 2,623 | $301,750 | New position | 2025-12-31 | |
| OneDigital Investment Advisors LLC | 2,620 | $301,419 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 2,563 | $294,861 | New position | 2025-12-31 | |
| PCM Encore, LLC | 2,431 | $279,662 | New position | 2025-12-31 | |
| SHELTON CAPITAL MANAGEMENT | 2,414 | $277,707 | New position | 2025-12-31 | |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,400 | $276,096 | New position | 2025-12-31 | |
| 1832 Asset Management L.P. | 2,398 | $275,866 | New position | 2025-12-31 | |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,395 | $275,522 | New position | 2025-12-31 | |
| Keating Financial Advisory Services, Inc. | 2,365 | $272,070 | New position | 2025-12-31 | |
| CIBC Asset Management Inc | 2,278 | $262,061 | New position | 2025-12-31 | |
| REGIONS FINANCIAL CORP | 2,167 | $249,292 | New position | 2025-12-31 | |
| HighPoint Advisor Group LLC | 2,163 | $248,832 | New position | 2025-12-31 | |
| Aptus Capital Advisors, LLC | 2,140 | $246,186 | New position | 2025-12-31 | |
| Equitable Holdings, Inc. | 2,134 | $245,495 | New position | 2025-12-31 | |
| Amundi | 2,090 | $240,434 | New position | 2025-12-31 | |
| Ashton Thomas Private Wealth, LLC | 2,080 | $240,153 | New position | 2025-12-31 | |
| B. Riley Wealth Advisors, Inc. | 2,035 | $234,137 | New position | 2025-12-31 | |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,002 | $231,281 | New position | 2025-12-31 | |
| Avantax Planning Partners, Inc. | 1,986 | $228,475 | New position | 2025-12-31 | |
| Sanctuary Advisors, LLC | 1,974 | $227,114 | New position | 2025-12-31 | |
| Bridgewealth Advisory Group, LLC | 1,938 | $222,948 | New position | 2025-12-31 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,844 | $212,134 | New position | 2025-12-31 | |
| Brevan Howard Capital Management LP | 1,821 | $209,488 | New position | 2025-12-31 | |
| Aprio Wealth Management, LLC | 1,812 | $208,453 | New position | 2025-12-31 | |
| Elevated Capital Advisors, LLC | 1,667 | $191,772 | New position | 2025-12-31 | |
| State of Wyoming | 1,666 | $191,657 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 1,628 | $187,290 | New position | 2025-12-31 | |
| PINNEY & SCOFIELD, INC. | 1,346 | $154,875 | New position | 2025-12-31 | |
| Horizon Investments, LLC | 1,339 | $154,039 | New position | 2025-12-31 | |
| Bayforest Capital Ltd | 1,319 | $151,738 | New position | 2025-12-31 | |
| Parallel Advisors, LLC | 1,217 | $140,004 | New position | 2025-12-31 | |
| Quantbot Technologies LP | 1,212 | $139,428 | New position | 2025-12-31 | |
| AlphaQuest LLC | 1,175 | $135,172 | New position | 2025-12-31 | |
| 1620 INVESTMENT ADVISORS, INC. | 978 | $112,509 | New position | 2025-12-31 | |
| MAI Capital Management | 927 | $106,677 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 888 | $103,612 | New position | 2025-12-31 | |
| Eurizon Capital SGR S.p.A. | 763 | $88,248 | New position | 2025-12-31 | |
| Empowered Funds, LLC | 656 | $75,466 | New position | 2025-12-31 | |
| Clarity Asset Management, Inc. | 648 | $74,540 | New position | 2025-12-31 | |
| Aster Capital Management (DIFC) Ltd | 638 | $73,396 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 599 | $68,924 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 588 | $67,644 | New position | 2025-12-31 | |
| FIFTH THIRD BANCORP | 576 | $66,263 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 512 | $57,649 | New position | 2025-12-31 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 486,066 | $55,919 | New position | 2025-12-31 | |
| T. Rowe Price Investment Management, Inc. | 446,704 | $51,390 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 405 | $46,607 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 379 | $43,600 | New position | 2025-12-31 | |
| Optiver Holding B.V. | 366 | $42,105 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 341 | $39,229 | New position | 2025-12-31 | |
| Torren Management, LLC | 321 | $36,955 | New position | 2025-12-31 | |
| City State Bank | 300 | $34,512 | New position | 2025-12-31 | |
| NOMURA ASSET MANAGEMENT CO LTD | 300 | $34,512 | New position | 2025-12-31 | |
| Hilton Head Capital Partners, LLC | 296 | $34,052 | New position | 2025-12-31 | |
| Arax Advisory Partners | 295 | $33,938 | New position | 2025-12-31 | |
| McIlrath & Eck, LLC | 291 | $33,477 | New position | 2025-12-31 | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 266 | $30,984 | New position | 2025-12-31 | |
| Clearstead Advisors, LLC | 265 | $30,486 | New position | 2025-12-31 | |
| CENTRAL TRUST Co | 238 | $27,380 | New position | 2025-12-31 | |
| Kemnay Advisory Services Inc. | 234 | $26,919 | New position | 2025-12-31 | |
| KERR FINANCIAL PLANNING Corp | 203 | $26,649 | New position | 2025-12-31 | |
| Allworth Financial LP | 231 | $26,575 | New position | 2025-12-31 | |
| Fairman Group, LLC | 226 | $26,096 | New position | 2025-12-31 | |
| Root Financial Partners, LLC | 168 | $19,327 | New position | 2025-12-31 | |
| Acumen Wealth Advisors, LLC | 156 | $17,996 | New position | 2025-12-31 | |
| Accent Capital Management, LLC | 150 | $17,321 | New position | 2025-12-31 | |
| Quent Capital, LLC | 149 | $17,141 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 139 | $16,024 | New position | 2025-12-31 | |
| DV Trading LLC | 100 | $11,504 | New position | 2025-12-31 | |
| HUNTINGTON NATIONAL BANK | 78 | $8,973 | New position | 2025-12-31 | |
| Key FInancial Inc | 63 | $7,248 | New position | 2025-12-31 | |
| NATIXIS ADVISORS, LLC | 58,833 | $6,768 | New position | 2025-12-31 | |
| THRIVENT FINANCIAL FOR LUTHERANS | 55,276 | $6,359 | New position | 2025-12-31 | |
| SageView Advisory Group, LLC | 45 | $5,177 | New position | 2025-12-31 | |
| CANADA LIFE ASSURANCE Co | 40,597 | $4,668 | New position | 2025-12-31 | |
| Salomon & Ludwin, LLC | 35 | $4,191 | New position | 2025-12-31 | |
| Manchester Capital Management LLC | 36 | $4,142 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 33 | $3,796 | Unchanged | 2025-12-31 | |
| Sunbelt Securities, Inc. | 33 | $3,796 | New position | 2025-12-31 | |
| Washington Trust Advisors, Inc. | 30 | $3,479 | New position | 2025-12-31 | |
| CWM, LLC | 27,748 | $3,192 | New position | 2025-12-31 | |
| J.Safra Asset Management Corp | 22 | $2,531 | New position | 2025-12-31 | |
| Parkside Financial Bank & Trust | 22 | $2,531 | New position | 2025-12-31 | |
| Ares Financial Consulting, LLC | 21 | $2,416 | New position | 2025-12-31 | |
| Handelsbanken Fonder AB | 20,790 | $2,392 | New position | 2025-12-31 | |
| NBC SECURITIES, INC. | 20 | $2,300 | New position | 2025-12-31 | |
| Wealth Watch Advisors, INC | 18 | $2,071 | New position | 2025-12-31 | |
| Turning Point Benefit Group, Inc. | 17 | $1,956 | New position | 2025-12-31 | |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 13,900 | $1,599 | New position | 2025-12-31 | |
| Physician Wealth Advisors, Inc. | 12 | $1,381 | New position | 2025-12-31 | |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $1,381 | New position | 2025-12-31 | |
| HRT FINANCIAL LP | 10,662 | $1,226 | New position | 2025-12-31 | |
| Cambridge Investment Research Advisors, Inc. | 10,125 | $1,165 | New position | 2025-12-31 | |
| Rossby Financial, LCC | 9 | $1,035 | New position | 2025-12-31 | |
| Bay Harbor Wealth Management, LLC | 7 | $807 | New position | 2025-12-31 | |
| WPG Advisers, LLC | 7 | $805 | New position | 2025-12-31 | |
| HFM Investment Advisors, LLC | 5 | $576 | New position | 2025-12-31 | |
| Rakuten Securities, Inc. | 5 | $575 | New position | 2025-12-31 | |
| KBC Group NV | 4,468 | $514 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 3 | $345 | New position | 2025-12-31 | |
| HANTZ FINANCIAL SERVICES, INC. | 2,067 | $238 | New position | 2025-12-31 | |
| Janney Montgomery Scott LLC | 2,045 | $235 | New position | 2025-12-31 | |
| Dunhill Financial, LLC | 1 | $168 | New position | 2025-12-31 | |
| BNP Paribas Asset Management Holding S.A. | 1,092 | $126 | New position | 2025-12-31 | |
| Elyxium Wealth, LLC | 1 | $115 | New position | 2025-12-31 | |
| Principia Wealth Advisory, LLC | 1 | $115 | New position | 2025-12-31 | |
| Nemes Rush Group LLC | 1 | $115 | New position | 2025-12-31 |