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Institutional Holdings

VMI

Ownership Summary

Institutions Holding
510
Total Shares Held
18,161,046
Total Value Held
$7,003,464,541
Quarter
2025-12-31

Active Positions

Increased Positions
5
32,168 shares
Decreased Positions
9
638,926 shares
Held Positions
11
290,655 shares
New Positions
478
17,199,297 shares
Sold Out Positions
7
23,541 shares
Institution Shares Value Change % of Portfolio Reported
Neuberger Berman Group LLC 674,599 $271,404,638 New position 2025-12-31
GEODE CAPITAL MANAGEMENT, LLC 369,059 $148,509,262 New position 2025-12-31
Robert B. Daugherty Foundation 250,000 $144,400,000 Unchanged 100.00% 2026-06-30
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 247,458 $142,931,741 ▼ -5,147 1.26% 2026-06-30
Impax Asset Management Group plc 260,738 $104,900,112 New position 2025-12-31
Ninety One UK Ltd 164,305 $66,103,178 New position 2025-12-31
Bank of New York Mellon Corp 156,250 $62,862,407 New position 2025-12-31
KENNEDY CAPITAL MANAGEMENT LLC 163,754 $65,881,485 New position 2025-12-31
Boston Trust Walden Corp 107,039 $43,063,930 New position 2025-12-31
CONGRESS ASSET MANAGEMENT CO 87,143 $50,333,715 ▼ -2,741 0.31% 2026-06-30
GAMCO INVESTORS, INC. ET AL 59,365 $23,883,727 New position 2025-12-31
GABELLI FUNDS LLC 63,629 $25,599,219 New position 2025-12-31
PANAGORA ASSET MANAGEMENT INC 58,100 $23,374,792 New position 2025-12-31
AMERIPRISE FINANCIAL INC 73,577 $29,618,364 New position 2025-12-31
Clearbridge Investments, LLC 51,915 $20,886,443 New position 2025-12-31
Ninety One North America, Inc. 23,228 $9,345,091 New position 2025-12-31
De Lisle Partners LLP 22,800 $9,170,502 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 18,897 $7,602,641 New position 2025-12-31
Pier Capital, LLC 19,026 $7,654,540 New position 2025-12-31
AGF MANAGEMENT LTD 20,472 $8,236,295 New position 2025-12-31
Raiffeisen Bank International AG 20,000 $8,149,400 New position 2025-12-31
DANSKE BANK A/S 13,142 $5,287,290 New position 2025-12-31
Defiance ETFs, LLC 14,886 $8,321,572 ▲ +8,667 0.11% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 4,172 $1,722,827 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 13,706 $7,927,178 ▲ +181 0.02% 2026-06-30
SOUTHERNSUN ASSET MANAGEMENT, LLC 20,228 $8,138,129 New position 2025-12-31
MARTINGALE ASSET MANAGEMENT L P 15,747 $6,335,334 New position 2025-12-31
Moran Wealth Management, LLC 29,656 $11,931,202 New position 2025-12-31
FCA CORP /TX 12,097 $4,867,059 New position 2025-12-31
Hillsdale Investment Management Inc. 11,425 $4,596,506 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 3,176 $1,277,768 New position 2025-12-31
LEUTHOLD GROUP, LLC 11,498 $4,625,875 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 10,866 $4,371,609 New position 2025-12-31
Informed Momentum Co LLC 10,532 $6,083,283 New position 0.54% 2026-06-30
Russell Investments Group, Ltd. 12,708 $5,114,996 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 8,442 $3,396,385 New position 2025-12-31
WEDGE CAPITAL MANAGEMENT L L P/NC 7,624 $4,403,622 ▼ -377 0.07% 2026-06-30
Livforsakringsbolaget Skandia, Omsesidigt 7,500 $4,336,909 Unchanged 0.14% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 7,186 $2,891,072 New position 2025-12-31
KLP KAPITALFORVALTNING AS 5,340 $2,151,476 New position 2025-12-31
YOUSIF CAPITAL MANAGEMENT, LLC 5,449 $3,147,342 ▼ -423 0.04% 2026-06-30
Verity Asset Management, Inc. 5,071 $2,040,165 New position 2025-12-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,930 $2,202,527 New position 2025-12-31
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 3,868 $1,556,174 New position 2025-12-31
Ethic Inc. 2,841 $1,143,005 New position 2025-12-31
Venturi Wealth Management, LLC 2,652 $1,531,285 ▲ +540 0.06% 2026-06-30
Heritage Trust Co 2,247 $904,013 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 1,871 $752,741 New position 2025-12-31
Cornerstone Investment Partners, LLC 1,356 $783,226 New position 0.03% 2026-06-30
DNB Asset Management AS 977 $564,315 ▼ -93 0.00% 2026-06-30
HANSEATIC MANAGEMENT SERVICES INC 850 $490,960 ▲ +107 0.36% 2026-06-30
ANB BANK 651 $261,910 New position 2025-12-31
Cullen Capital Management, LLC 1,288 $518,188 New position 2025-12-31
STRS OHIO 466 $187,481 New position 2025-12-31
OAK ASSOCIATES LTD /OH/ 546 $315,370 New position 0.02% 2026-06-30
Argent Trust Co 525 $211,218 New position 2025-12-31
INNEALTA CAPITAL, LLC 476 $274,938 New position 0.15% 2026-06-30
TRUST POINT INC. 354 $204,470 New position 0.02% 2026-06-30
TORONTO DOMINION BANK 247 $143,000 New position 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 136 $54,716 New position 2025-12-31
ATLAS CAPITAL ADVISORS INC. 112 $45,059 New position 2025-12-31
NATIXIS ADVISORS, LLC 104,718 $42,130 New position 2025-12-31
Provenance Wealth Advisors, LLC 166 $66,786 New position 2025-12-31
TRUST CO OF TOLEDO NA /OH/ 66 $38,122 New position 0.00% 2026-06-30
Community Bank, N.A. 65 $26,150 New position 2025-12-31
Millstone Evans Group, LLC 60 $24,139 New position 2025-12-31
YANKCOM Partnership 40 $23,104 Unchanged 0.01% 2026-06-30
Kennebec Savings Bank 37 $21,371 Unchanged 0.02% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 18 $7,242 New position 2025-12-31
VALUE HOLDINGS MANAGEMENT CO. LLC 33,000 $19,061 Unchanged 3.19% 2026-06-30
Strengthening Families & Communities, LLC 32 $18,546 Unchanged 0.00% 2026-06-30
Tanglewood Legacy Advisors, LLC 25 $14,440 New position 0.00% 2026-06-30
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 22,640 $9,109 New position 2025-12-31
FARMERS & MERCHANTS INVESTMENTS INC 17 $6,839 New position 2025-12-31
Private Wealth Asset Management, LLC 17 $6,839 New position 2025-12-31
SBI Securities Co., Ltd. 16 $9,242 Unchanged 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 12 $6,931 Unchanged 0.00% 2026-06-30
Synergy Investment Management, LLC 15 $6,844 New position 0.00% 2026-06-30
Richardson Capital Management LLC 11 $6,354 Unchanged 0.00% 2026-06-30
AMALGAMATED BANK 8,849 $3,560 New position 2025-12-31
WHITTIER TRUST CO OF NEVADA INC 22 $9,258 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 6,754 $2,717 New position 2025-12-31
First Command Advisory Services, Inc. 5 $2,012 New position 2025-12-31
Westside Investment Management, Inc. 4 $2,310 Unchanged 0.00% 2026-06-30
PRIVATE TRUST CO NA 8 $3,218 New position 2025-12-31
MARSHALL INVESTMENT MANAGEMENT, LLC 3 $1,733 New position 0.00% 2026-06-30
Basecamp Wealth Advisors LLC 3 $1,733 Unchanged 0.00% 2026-06-30
Pacer Advisors, Inc. 2,363 $950,682 New position 2025-12-31
Jackson Creek Investment Advisors LLC 4,187 $1,685 New position 2025-12-31
Redwood Investment Management, LLC 2,721 $1,095 New position 2025-12-31
AMERIFLEX GROUP, INC. 19 $7,644 New position 2025-12-31
HARBOR CAPITAL ADVISORS, INC. 1,978 $1,142 ▼ -495 0.08% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,033 $818 New position 2025-12-31
Janney Montgomery Scott LLC 1,562 $628 New position 2025-12-31
TSFG, LLC 629 $363 New position 0.05% 2026-06-30
LSV ASSET MANAGEMENT 600 $241 New position 2025-12-31
Covestor Ltd 59 $24 New position 2025-12-31
Quantbot Technologies LP 0 $0 Sold out 2026-06-30
VAN ECK ASSOCIATES CORP 16,032 $6,450 New position 2025-12-31
SEIZERT CAPITAL PARTNERS, LLC 10,027 $4,034,063 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 1,808 $727,395 New position 2025-12-31
LANARK FINANCIAL, INC. 0 $0 Sold out 2026-06-30
Corient IA LP 0 $0 Sold out 2026-06-30
CHESAPEAKE ASSET MANAGEMENT LLC 0 $0 Sold out 2026-06-30
V-Square Quantitative Management LLC 0 $0 Sold out 2026-06-30
Bravera Wealth 0 $0 Sold out 2026-06-30
CURIO WEALTH, LLC 0 $0 Sold out 2026-06-30
VANGUARD GROUP INC 1,911,803 $769,156,582 New position 2025-12-31
BlackRock, Inc. 1,872,648 $753,403,946 New position 2025-12-31
STATE STREET CORP 638,823 $257,442,116 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 399,532 $160,744,803 New position 2025-12-31
FRANKLIN RESOURCES INC 398,989 $160,521,255 New position 2025-12-31
EARNEST PARTNERS LLC 398,354 $160,265,781 New position 2025-12-31
KING LUTHER CAPITAL MANAGEMENT CORP 373,284 $150,179,619 New position 2025-12-31
Invesco Ltd. 366,626 $147,500,973 New position 2025-12-31
SEI INVESTMENTS CO 294,462 $118,468,201 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 285,480 $114,854,315 ▼ -6,517 2025-12-31
SEGALL BRYANT & HAMILL, LLC 279,410 $112,412,231 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 274,478 $110,427,943 New position 2025-12-31
Allianz Asset Management GmbH 255,653 $102,854,315 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 249,044 $100,195,382 New position 2025-12-31
NORGES BANK 248,058 $99,798,695 New position 2025-12-31
FMR LLC 223,790 $90,035,309 New position 2025-12-31
BROWN ADVISORY INC 210,659 $84,752,625 New position 2025-12-31
Copeland Capital Management, LLC 210,433 $84,661,880 New position 2025-12-31
Greenhouse Funds LLLP 204,124 $82,123,168 New position 2025-12-31
NORTHERN TRUST CORP 188,054 $75,657,886 New position 2025-12-31
FIRST TRUST ADVISORS LP 168,286 $67,704,823 New position 2025-12-31
JPMORGAN CHASE & CO 163,606 $65,821,975 New position 2025-12-31
MORGAN STANLEY 157,885 $63,521,132 New position 2025-12-31
HighTower Advisors, LLC 156,488 $62,958,357 New position 2025-12-31
ROYCE & ASSOCIATES LP 155,893 $62,718,872 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 152,379 $61,305,119 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 136,886 $55,072,913 New position 2025-12-31
Amundi 125,142 $50,334,288 New position 2025-12-31
Quantinno Capital Management LP 118,054 $47,495,880 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 111,423 $44,827,701 New position 2025-12-31
UBS Group AG 103,656 $41,702,882 New position 2025-12-31
JANUS HENDERSON GROUP PLC 95,471 $38,399,881 New position 2025-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 93,022 $37,903,674 New position 2025-12-31
DUFF & PHELPS INVESTMENT MANAGEMENT CO 93,806 $37,740,030 New position 2025-12-31
Gotham Asset Management, LLC 63,969 $25,736,008 New position 2025-12-31
Qube Research & Technologies Ltd 63,208 $25,429,843 New position 2025-12-31
Leeward Investments, LLC - MA 58,423 $23,504,741 New position 2025-12-31
Arbejdsmarkedets Tillaegspension 56,205 $22,612,396 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 54,659 $21,990,409 New position 2025-12-31
Nitorum Capital, L.P. 53,937 $21,699,934 New position 2025-12-31
GOLDMAN SACHS GROUP INC 53,664 $21,590,185 New position 2025-12-31
RHUMBLINE ADVISERS 50,511 $20,321,532 New position 2025-12-31
TRILLIUM ASSET MANAGEMENT, LLC 49,474 $20,281,985 New position 2025-12-31
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 49,112 $19,758,740 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 47,166 $18,975,943 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 46,787 $18,823,346 New position 2025-12-31
PIONEER TRUST BANK N A/OR 45,375 $18,255,270 New position 2025-12-31
LAZARD ASSET MANAGEMENT LLC 43,333 $17,433,733 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 42,834 $17,232,975 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 39,706 $15,974,518 New position 2025-12-31
Avalon Trust Co 39,587 $15,926,642 New position 2025-12-31
Grantham, Mayo, Van Otterloo & Co. LLC 39,162 $15,755,656 New position 2025-12-31
Swiss National Bank 38,900 $15,650,248 New position 2025-12-31
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 38,593 $15,526,736 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 38,478 $15,480,469 New position 2025-12-31
BLAIR WILLIAM & CO/IL 37,938 $15,263,394 New position 2025-12-31
JUPITER ASSET MANAGEMENT LTD 37,449 $15,066,482 New position 2025-12-31
OPPENHEIMER & CO INC 37,325 $15,016,594 New position 2025-12-31
Congruence Capital, LLC 37,311 $15,010,962 New position 2025-12-31
JANE STREET GROUP, LLC 34,740 $13,976,596 New position 2025-12-31
D.A. DAVIDSON & CO. 33,638 $13,533,280 New position 2025-12-31
Robeco Schweiz AG 33,471 $13,466,052 New position 2025-12-31
Pennant Investors, LP 33,120 $13,324,838 New position 2025-12-31
Ceredex Value Advisors LLC 33,000 $13,276,560 New position 2025-12-31
Pennant Select, LLC 33,000 $13,276,560 New position 2025-12-31
Legal & General Group Plc 31,405 $12,634,860 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 31,040 $12,488,013 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,200 $12,150,064 New position 2025-12-31
Nuveen, LLC 29,787 $11,983,906 New position 2025-12-31
IEQ CAPITAL, LLC 28,624 $11,515,854 New position 2025-12-31
ROYAL BANK OF CANADA 26,085 $10,495,000 New position 2025-12-31
RENAISSANCE TECHNOLOGIES LLC 25,960 $10,444,227 New position 2025-12-31
UniSuper Management Pty Ltd 25,847 $10,398,765 New position 2025-12-31
CRAWFORD INVESTMENT COUNSEL INC 24,982 $10,050,939 New position 2025-12-31
WealthPlan Investment Management, LLC 24,551 $9,877,223 New position 2025-12-31
Advisors Asset Management, Inc. 23,127 $9,304,455 New position 2025-12-31
CITADEL ADVISORS LLC 22,559 $9,075,937 New position 2025-12-31
Edgestream Partners, L.P. 20,952 $8,429,409 New position 2025-12-31
TEACHER RETIREMENT SYSTEM OF TEXAS 20,356 $8,189,626 New position 2025-12-31
CASTLEARK MANAGEMENT LLC 19,706 $7,928,118 New position 2025-12-31
Clean Yield Group 19,092 $7,681,094 New position 2025-12-31
AXON CAPITAL LP 18,880 $7,595,802 New position 2025-12-31
EDENTREE ASSET MANAGEMENT Ltd 18,360 $7,384,576 New position 2025-12-31
OSAIC HOLDINGS, INC. 18,320 $7,370,502 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,117 $7,288,831 New position 2025-12-31
D. E. Shaw & Co., Inc. 17,976 $7,232,104 New position 2025-12-31
Mirae Asset Global Investments Co., Ltd. 17,706 $7,123,478 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 17,344 $6,977,838 New position 2025-12-31
Abacus FCF Advisors LLC 16,823 $6,768,229 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 16,314 $6,563,448 New position 2025-12-31
WELLS FARGO & COMPANY/MN 16,180 $6,509,391 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 15,214 $6,120,945 New position 2025-12-31
BARCLAYS PLC 14,576 $5,864,217 New position 2025-12-31
L. Roy Papp & Associates, LLP 14,506 $5,836,054 New position 2025-12-31
Man Group plc 14,341 $5,769,671 New position 2025-12-31
MERITAGE PORTFOLIO MANAGEMENT 12,977 $5,220,907 New position 2025-12-31
Illinois Municipal Retirement Fund 12,740 $5,125,557 New position 2025-12-31
Twin Tree Management, LP 12,600 $5,069,232 New position 2025-12-31
Global Alpha Capital Management Ltd. 12,058 $4,851,175 New position 2025-12-31
EFG International AG 11,805 $4,748,148 New position 2025-12-31
STIFEL FINANCIAL CORP 11,641 $4,683,449 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 11,603 $4,668,119 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 11,561 $4,651,070 New position 2025-12-31
Creative Planning 11,307 $4,549,020 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 11,258 $4,529,319 New position 2025-12-31
Trexquant Investment LP 11,241 $4,522,479 New position 2025-12-31
Security National Bank 11,240 $4,522,077 New position 2025-12-31
AlphaQuest LLC 10,970 $4,413,450 New position 2025-12-31
SMART Wealth LLC 10,692 $4,301,674 New position 2025-12-31
Pinnacle Financial Partners, Inc. 10,526 $4,234,820 New position 2025-12-31
SCOPUS ASSET MANAGEMENT, L.P. 10,450 $4,204,244 New position 2025-12-31
Bridgewater Associates, LP 10,239 $4,119,354 New position 2025-12-31
Nabity-Jensen Investment Management Inc 10,192 $4,100,446 New position 2025-12-31
Cetera Investment Advisers 9,897 $3,981,697 New position 2025-12-31
ExodusPoint Capital Management, LP 9,867 $3,969,691 New position 2025-12-31
State of Tennessee, Department of Treasury 8,901 $3,965,930 New position 2025-12-31
Vident Advisory, LLC 9,762 $3,927,450 New position 2025-12-31
MetLife Investment Management, LLC 9,623 $3,871,525 New position 2025-12-31
COMERICA BANK 8,967 $3,607,700 New position 2025-12-31
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 8,876 $3,570,988 New position 2025-12-31
MARSHALL WACE, LLP 8,840 $3,556,508 New position 2025-12-31
Mitsubishi UFJ Trust & Banking Corp 8,783 $3,533,577 New position 2025-12-31
Holocene Advisors, LP 8,584 $3,453,515 New position 2025-12-31
Horizon Investments, LLC 8,568 $3,447,078 New position 2025-12-31
Tidal Investments LLC 8,550 $3,439,836 New position 2025-12-31
VIRGINIA RETIREMENT SYSTEMS ET Al 8,500 $3,419,720 New position 2025-12-31
US BANCORP \DE\ 8,462 $3,404,579 New position 2025-12-31
Midwest Trust Co 8,219 $3,306,668 New position 2025-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 8,199 $3,298,622 New position 2025-12-31
CANADA PENSION PLAN INVESTMENT BOARD 8,160 $3,282,931 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 7,863 $3,174,700 New position 2025-12-31
Vestmark Advisory Solutions, Inc. 7,768 $3,125,240 New position 2025-12-31
TWO SIGMA ADVISERS, LP 7,600 $3,057,632 New position 2025-12-31
Cerity Partners LLC 7,148 $2,875,802 New position 2025-12-31
Arjuna Capital 7,116 $2,862,910 New position 2025-12-31
Kingsview Wealth Management, LLC 7,086 $2,850,840 New position 2025-12-31
Inspire Investing, LLC 7,024 $2,825,806 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 6,606 $2,657,726 New position 2025-12-31
Cannell & Spears LLC 6,591 $2,651,691 New position 2025-12-31
Mariner, LLC 6,487 $2,614,171 New position 2025-12-31
State of New Jersey Common Pension Fund D 6,207 $2,497,200 New position 2025-12-31
Aptus Capital Advisors, LLC 6,144 $2,471,854 New position 2025-12-31
GUARDIAN WEALTH ADVISORS, LLC / NC 6,089 $2,449,726 New position 2025-12-31
Focus Partners Wealth 6,058 $2,437,999 New position 2025-12-31
Quadrature Capital Ltd 5,984 $2,407,483 New position 2025-12-31
Sterling Capital Management LLC 5,919 $2,381,332 New position 2025-12-31
PRUDENTIAL PLC 5,841 $2,349,951 New position 2025-12-31
Carmel Capital Partners, LLC 5,798 $2,332,652 New position 2025-12-31
NATIXIS 5,655 $2,275,120 New position 2025-12-31
Summit Trail Advisors, LLC 5,554 $2,238,236 New position 2025-12-31
Pathstone Holdings, LLC 5,552 $2,235,354 New position 2025-12-31
Arizona State Retirement System 5,489 $2,208,334 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 5,485 $2,206,542 New position 2025-12-31
Corient Private Wealth LLC 78,040 $2,177,103 New position 2025-12-31
Entropy Technologies, LP 5,320 $2,140,342 New position 2025-12-31
LPL Financial LLC 5,268 $2,119,618 New position 2025-12-31
Patriot Financial Group Insurance Agency, LLC 4,958 $1,994,702 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 4,930 $1,983,438 New position 2025-12-31
M&T BANK CORP 8,633 $1,908,015 New position 2025-12-31
SHELTON CAPITAL MANAGEMENT 4,728 $1,902,169 New position 2025-12-31
STATE OF MICHIGAN RETIREMENT SYSTEM 4,688 $1,886,076 New position 2025-12-31
BANK OF MONTREAL /CAN/ 4,685 $1,884,868 New position 2025-12-31
Callan Family Office, LLC 4,671 $1,879,237 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 4,592 $1,847,480 New position 2025-12-31
CITIGROUP INC 4,557 $1,833,372 New position 2025-12-31
DIVERSIFY WEALTH MANAGEMENT, LLC 4,190 $1,823,009 New position 2025-12-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 4,408 $1,773,427 New position 2025-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,300 $1,729,976 New position 2025-12-31
Caprock Group, LLC 4,167 $1,679,857 New position 2025-12-31
SANDLER CAPITAL MANAGEMENT 4,047 $1,628,189 New position 2025-12-31
FIFTH THIRD BANCORP 3,965 $1,595,199 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 3,909 $1,572,669 New position 2025-12-31
ESSEX INVESTMENT MANAGEMENT CO LLC 3,877 $1,559,795 New position 2025-12-31
CREDIT AGRICOLE S A 3,808 $1,532,035 New position 2025-12-31
TBH Global Asset Management, LLC 3,785 $1,522,781 New position 2025-12-31
Vest Financial, LLC 3,738 $1,503,872 New position 2025-12-31
Riverwater Partners LLC 3,675 $1,478,526 New position 2025-12-31
Ameritas Investment Partners, Inc. 3,610 $1,452,375 New position 2025-12-31
ING GROEP NV 3,600 $1,448,352 New position 2025-12-31
Curi Capital, LLC 3,573 $1,437,458 New position 2025-12-31
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 3,510 $1,412,143 New position 2025-12-31
Summit Financial, LLC 3,454 $1,391,908 New position 2025-12-31
Atria Investments, Inc 3,451 $1,388,569 New position 2025-12-31
PINEBRIDGE INVESTMENTS LLC 3,314 $1,333,288 New position 2025-12-31
DEUTSCHE BANK AG\ 3,138 $1,262,481 New position 2025-12-31
Inscription Capital, LLC 3,121 $1,255,641 New position 2025-12-31
Pictet Asset Management Holding SA 2,894 $1,164,314 New position 2025-12-31
Merit Financial Group, LLC 2,884 $1,160,304 New position 2025-12-31
SummitTX Capital, L.P. 2,837 $1,141,382 New position 2025-12-31
Baird Financial Group, Inc. 2,836 $1,140,980 New position 2025-12-31
Ensign Peak Advisors, Inc 2,676 $1,076,608 New position 2025-12-31
ALPS ADVISORS INC 2,675 $1,076,206 New position 2025-12-31
Federation des caisses Desjardins du Quebec 2,665 $1,072,183 New position 2025-12-31
Sanctuary Advisors, LLC 2,651 $1,066,386 New position 2025-12-31
Vontobel Holding Ltd. 2,558 $1,029,134 New position 2025-12-31
FOX RUN MANAGEMENT, L.L.C. 2,536 $1,020,284 New position 2025-12-31
CHESAPEAKE CAPITAL CORP /IL/ 2,535 $1,019,881 New position 2025-12-31
FIRST NATIONAL BANK OF OMAHA 2,500 $1,005,800 ▼ -1,050 2025-12-31
Aquatic Capital Management LLC 2,484 $999,363 New position 2025-12-31
FEDERATED HERMES, INC. 2,439 $981,258 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 2,433 $978,845 New position 2025-12-31
Jefferies Financial Group Inc. 2,403 $966,775 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 2,303 $926,543 New position 2025-12-31
LECAP ASSET MANAGEMENT LTD 2,254 $906,829 New position 2025-12-31
FIRST MANHATTAN CO. LLC. 2,229 $896,771 New position 2025-12-31
BRIDGES INVESTMENT MANAGEMENT INC 2,227 $895,967 New position 2025-12-31
Welch Group, LLC 2,200 $885,104 New position 2025-12-31
Alliance Wealth Advisors, LLC /UT 2,186 $879,472 New position 2025-12-31
Avidian Wealth Enterprises, LLC 2,106 $847,291 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 2,070 $832,802 New position 2025-12-31
NewEdge Advisors, LLC 2,028 $815,884 New position 2025-12-31
Beverly Hills Private Wealth, LLC 2,040 $805,807 New position 2025-12-31
MEEDER ASSET MANAGEMENT INC 1,894 $761,994 New position 2025-12-31
D.B. Root & Company, LLC 1,853 $745,499 New position 2025-12-31
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1,841 $740,671 New position 2025-12-31
XPONANCE LLC 1,810 $728,199 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 1,723 $693,197 New position 2025-12-31
NBC SECURITIES, INC. 1,712 $688,771 New position 2025-12-31
SYON CAPITAL LLC 1,684 $677,507 New position 2025-12-31
Gladstone Institutional Advisory LLC 1,661 $668,254 New position 2025-12-31
JOHNSON INVESTMENT COUNSEL INC 1,657 $666,644 New position 2025-12-31
OSTRUM ASSET MANAGEMENT 1,655 $665,840 New position 2025-12-31
Chicago Partners Investment Group LLC 1,504 $661,950 New position 2025-12-31
Orion Porfolio Solutions, LLC 1,633 $657,117 New position 2025-12-31
Magnetar Financial LLC 1,623 $652,966 New position 2025-12-31
Snowden Capital Advisors LLC 1,566 $631,098 New position 2025-12-31
DELTA ASSET MANAGEMENT LLC/TN 1,522 $612,331 New position 2025-12-31
Swiss Life Asset Management Ltd 1,516 $609,917 New position 2025-12-31
Focus Partners Advisor Solutions, LLC 1,513 $608,937 New position 2025-12-31
Sequoia Financial Advisors, LLC 1,506 $605,771 New position 2025-12-31
Corient IA LLC 1,500 $603,480 New position 2025-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 1,496 $601,871 New position 2025-12-31
AVIVA PLC 1,452 $584,169 New position 2025-12-31
Tower Research Capital LLC (TRC) 1,448 $582,559 New position 2025-12-31
SECURIAN ASSET MANAGEMENT, INC 1,436 $577,732 New position 2025-12-31
Schonfeld Strategic Advisors LLC 1,324 $532,670 New position 2025-12-31
HAMEL ASSOCIATES, INC. 1,320 $531,062 New position 2025-12-31
HORIZON KINETICS ASSET MANAGEMENT LLC 1,301 $523,418 New position 2025-12-31
BAILARD, INC. 1,300 $523,016 New position 2025-12-31
Shay Capital LLC 1,300 $523,016 New position 2025-12-31
WBI INVESTMENTS, LLC 1,291 $519,234 New position 2025-12-31
Massar Capital Management, LP 1,275 $512,958 New position 2025-12-31
CHILDRESS CAPITAL ADVISORS, LLC 1,268 $510,142 New position 2025-12-31
SHUFRO ROSE & CO LLC 1,200 $482,784 New position 2025-12-31
Brooklyn Investment Group 1,167 $477,420 New position 2025-12-31
WORLDQUANT MILLENNIUM ADVISORS LLC 1,135 $456,633 New position 2025-12-31
Allen Capital Group, LLC 1,130 $454,622 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 1,100 $452,881 New position 2025-12-31
PITTENGER & ANDERSON INC 1,123 $451,806 New position 2025-12-31
Impact Partnership Wealth, LLC 1,116 $449,174 New position 2025-12-31
ProShare Advisors LLC 1,085 $436,517 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 1,082 $435,930 New position 2025-12-31
Crossmark Global Holdings, Inc. 1,083 $435,712 New position 2025-12-31
&PARTNERS 1,079 $434,032 New position 2025-12-31
MAI Capital Management 1,060 $426,460 New position 2025-12-31
R Squared Ltd 1,059 $426,057 New position 2025-12-31
Utah Retirement Systems 1,037 $417,206 New position 2025-12-31
Global Retirement Partners, LLC 1,025 $412,378 New position 2025-12-31
MQS Management LLC 1,021 $410,769 New position 2025-12-31
Steward Partners Investment Advisory, LLC 1,005 $404,332 New position 2025-12-31
Baker Avenue Asset Management, LP 1,004 $403,929 New position 2025-12-31
K.J. Harrison & Partners Inc 1,000 $402,320 New position 2025-12-31
TRANSATLANTIQUE PRIVATE WEALTH LLC 982 $395,078 New position 2025-12-31
EP Wealth Advisors, LLC 960 $386,227 New position 2025-12-31
HUB Investment Partners, LLC 957 $385,020 New position 2025-12-31
RWC Asset Management LLP 931 $374,560 New position 2025-12-31
Maryland State Retirement & Pension System 930 $374,158 New position 2025-12-31
Morey & Quinn Wealth Partners, LLC 920 $370,134 New position 2025-12-31
Chevy Chase Trust Holdings, LLC 920 $370,134 New position 2025-12-31
BOOTHBAY FUND MANAGEMENT, LLC 916 $368,525 New position 2025-12-31
Empowered Funds, LLC 914 $367,720 New position 2025-12-31
Carnegie Lake Advisors LLC 900 $362,088 New position 2025-12-31
Asset Management One Co., Ltd. 849 $347,326 New position 2025-12-31
Scientech Research LLC 845 $339,960 New position 2025-12-31
CAXTON ASSOCIATES LLP 844 $339,558 New position 2025-12-31
Arax Advisory Partners 801 $322,354 New position 2025-12-31
Bayforest Capital Ltd 783 $315,017 New position 2025-12-31
Horizon Investment Services, LLC 783 $315,017 New position 2025-12-31
Farringdon Capital, Ltd. 774 $311,396 New position 2025-12-31
Cambria Investment Management, L.P. 762 $306,568 New position 2025-12-31
NewEdge Wealth, LLC 743 $298,933 New position 2025-12-31
CreativeOne Wealth, LLC 702 $282,249 New position 2025-12-31
Polymer Capital Management (US) LLC 701 $282,026 New position 2025-12-31
Segment Wealth Management, LLC 700 $281,624 New position 2025-12-31
Lighthouse Investment Partners, LLC 700 $281,624 New position 2025-12-31
North Dakota State Investment Board 697 $280,417 New position 2025-12-31
Krilogy Financial LLC 627 $279,404 New position 2025-12-31
Forum Financial Management, LP 694 $279,210 New position 2025-12-31
Banque Cantonale Vaudoise 675 $272,000 New position 2025-12-31
Cresset Asset Management, LLC 672 $270,816 New position 2025-12-31
PharVision Advisers, LLC 666 $267,945 New position 2025-12-31
MML INVESTORS SERVICES, LLC 665 $267,550 New position 2025-12-31
Caerus Investment Advisors, LLC 664 $267,140 New position 2025-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 657 $264,329 New position 2025-12-31
CERTUITY, LLC 652 $262,313 New position 2025-12-31
CIBC Asset Management Inc 648 $260,703 New position 2025-12-31
ELCO Management Co., LLC 645 $259,496 New position 2025-12-31
HB Wealth Management, LLC 640 $257,485 New position 2025-12-31
EVOLVE PRIVATE WEALTH, LLC 635 $255,904 New position 2025-12-31
Simplicity Wealth,LLC 610 $245,450 New position 2025-12-31
Waverly Advisors, LLC 607 $244,208 New position 2025-12-31
MIRABELLA FINANCIAL SERVICES LLP 606 $243,806 New position 2025-12-31
Freestone Grove Partners LP 601 $241,794 New position 2025-12-31
CAPSTONE INVESTMENT ADVISORS, LLC 600 $241,392 New position 2025-12-31
Rockefeller Capital Management L.P. 591 $238,308 New position 2025-12-31
RMR Wealth Builders 588 $236,564 New position 2025-12-31
Envestnet Portfolio Solutions, Inc. 570 $229,326 New position 2025-12-31
Knollwood Investment Advisory, LLC 556 $223,690 New position 2025-12-31
Penobscot Investment Management Company, Inc. 550 $221,276 New position 2025-12-31
Capula Management Ltd 546 $219,667 New position 2025-12-31
TRUIST FINANCIAL CORP 531 $213,632 New position 2025-12-31
Hilltop Holdings Inc. 526 $211,620 New position 2025-12-31
Arkadios Wealth Advisors 511 $205,692 New position 2025-12-31
PRINCIPAL SECURITIES, INC. 505 $203,172 New position 2025-12-31
NDVR, Inc. 502 $201,965 New position 2025-12-31
EverSource Wealth Advisors, LLC 459 $184,700 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 453 $182,251 New position 2025-12-31
Bank Julius Baer & Co. Ltd, Zurich 400 $160,927 New position 2025-12-31
Parkside Financial Bank & Trust 328 $131,962 New position 2025-12-31
Allworth Financial LP 327 $131,559 New position 2025-12-31
T. Rowe Price Investment Management, Inc. 325,333 $130,889 New position 2025-12-31
Kestra Advisory Services, LLC 322 $129,702 New position 2025-12-31
IFP Advisors, Inc 317 $127,535 ▼ -454 2025-12-31
Kingdom Financial Group LLC. 292 $117,477 New position 2025-12-31
SIMPLEX TRADING, LLC 272 $109,431 New position 2025-12-31
Parallel Advisors, LLC 218 $87,706 New position 2025-12-31
Ancora Advisors LLC 211 $84,890 New position 2025-12-31
CULLEN/FROST BANKERS, INC. 208 $83,683 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 185 $74,293 New position 2025-12-31
UMB Bank, n.a. 174 $70,004 New position 2025-12-31
Quarry LP 165 $66,382 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 161,143 $64,832 New position 2025-12-31
Quent Capital, LLC 149 $59,975 New position 2025-12-31
Measured Wealth Private Client Group, LLC 136 $54,716 New position 2025-12-31
CIBC Private Wealth Group LLC 133 $53,509 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 126 $50,692 New position 2025-12-31
Smartleaf Asset Management LLC 115 $46,867 New position 2025-12-31
CWM, LLC 113,014 $45,468 New position 2025-12-31
Torren Management, LLC 110 $44,255 New position 2025-12-31
MONTAG A & ASSOCIATES INC 107 $42,965 New position 2025-12-31
CBIZ Investment Advisory Services, LLC 105 $42,150 New position 2025-12-31
Clearstead Advisors, LLC 89 $35,807 New position 2025-12-31
State of Wyoming 85 $34,197 New position 2025-12-31
FIRST HORIZON CORP 75 $30,174 New position 2025-12-31
Leonteq Securities AG 74 $29,772 ▲ +11 2025-12-31
Root Financial Partners, LLC 72 $28,967 New position 2025-12-31
Cornerstone Planning Group LLC 63 $28,037 New position 2025-12-31
Elyxium Wealth, LLC 67 $26,955 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 673 $25,713 New position 2025-12-31
Sunbelt Securities, Inc. 49 $19,662 New position 2025-12-31
Handelsbanken Fonder AB 41,147 $16,554 New position 2025-12-31
Caitong International Asset Management Co., Ltd 36 $14,484 New position 2025-12-31
SageView Advisory Group, LLC 30 $12,070 New position 2025-12-31
Annis Gardner Whiting Capital Advisors, LLC 27 $10,881 New position 2025-12-31
WPG Advisers, LLC 26 $10,460 New position 2025-12-31
Treasurer of the State of North Carolina 24,849 $9,997 New position 2025-12-31
Caitlin John, LLC 24 $9,656 New position 2025-12-31
Wilmington Savings Fund Society, FSB 22 $8,851 New position 2025-12-31
McIlrath & Eck, LLC 18 $7,242 New position 2025-12-31
ST GERMAIN D J CO INC 17 $6,839 New position 2025-12-31
Dogwood Wealth Management LLC 17 $6,839 New position 2025-12-31
KBC Group NV 15,076 $6,066 New position 2025-12-31
SouthState Bank Corp 14 $5,633 New position 2025-12-31
High Note Wealth, LLC 14 $5,632 New position 2025-12-31
TD PRIVATE CLIENT WEALTH LLC 14 $5,632 New position 2025-12-31
CSM Advisors, LLC 13,971 $5,620 New position 2025-12-31
CENTRAL TRUST Co 13 $5,231 New position 2025-12-31
MJT & Associates Financial Advisory Group, Inc. 12 $4,828 New position 2025-12-31
CANADA LIFE ASSURANCE Co 11,899 $4,785 New position 2025-12-31
Johnson Financial Group, Inc. 10 $4,030 New position 2025-12-31
Clearstead Trust, LLC 10 $4,024 New position 2025-12-31
Rakuten Securities, Inc. 10 $4,023 New position 2025-12-31
Keating Financial Advisory Services, Inc. 10 $4,023 New position 2025-12-31
Larson Financial Group LLC 9 $3,621 New position 2025-12-31
DekaBank Deutsche Girozentrale 15,250 $3,497 New position 2025-12-31
Battery Global Advisors, LLC 8 $3,219 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 7,848 $3,157 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 7,142 $2,887 New position 2025-12-31
Nicollet Investment Management, Inc. 5,169 $2,080 New position 2025-12-31
Sachetta, LLC 5 $2,012 New position 2025-12-31
Golden State Wealth Management, LLC 5 $2,012 New position 2025-12-31
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 4,400 $1,770 New position 2025-12-31
Signature Equity Partners, LLC 4 $1,610 New position 2025-12-31
TD Waterhouse Canada Inc. 4 $1,609 New position 2025-12-31
Financial Network Wealth Advisors LLC 4 $1,609 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 4 $1,609 New position 2025-12-31
Cornerstone Financial Management LLC 3 $1,207 New position 2025-12-31
Vestcor Inc 2,651 $1,067 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 2,363 $951 New position 2025-12-31
CX Institutional 2,333 $939 New position 2025-12-31
HFM Investment Advisors, LLC 2 $805 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 1,876 $755 New position 2025-12-31
BESSEMER GROUP INC 1,535 $618 New position 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 1,330 $535 New position 2025-12-31
Virtu Financial LLC 1,212 $487 New position 2025-12-31
Physician Wealth Advisors, Inc. 1 $403 New position 2025-12-31
Bay Harbor Wealth Management, LLC 1 $403 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 1 $402 New position 2025-12-31
Rossby Financial, LCC 1 $402 New position 2025-12-31
King Wealth Management Group 500 $201 New position 2025-12-31
Harvest Fund Management Co., Ltd 526 $161 New position 2025-12-31
Centerpoint Advisors, LLC 63 $25 New position 2025-12-31
Smithfield Trust Co 26 $11 New position 2025-12-31