← All institutions

Institutional Holdings

WTFC

Ownership Summary

Institutions Holding
470
Total Shares Held
65,068,751
Total Value Held
$8,813,630,080
Quarter
2025-12-31

Active Positions

Increased Positions
10
683,448 shares
Decreased Positions
11
1,148,936 shares
Held Positions
6
8,857 shares
New Positions
438
63,227,510 shares
Sold Out Positions
5
9,146 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 1,273,042 $178,038,098 New position 2025-12-31
Clearbridge Investments, LLC 874,770 $122,310,393 New position 2025-12-31
Bank of New York Mellon Corp 526,386 $73,599,313 New position 2025-12-31
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 336,435 $54,071,833 ▲ +89,770 0.48% 2026-06-30
KENNEDY CAPITAL MANAGEMENT LLC 236,060 $33,005,909 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 741 $103,561 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 335,452 $46,902,899 New position 2025-12-31
AMERIPRISE FINANCIAL INC 84,346 $11,793,292 New position 2025-12-31
Lightrock Netherlands B.V. 363,000 $50,754,660 New position 2025-12-31
Neuberger Berman Group LLC 81,222 $11,356,460 New position 2025-12-31
SEGALL BRYANT & HAMILL, LLC 114,548 $18,410,155 ▲ +20,456 0.22% 2026-06-30
CONGRESS ASSET MANAGEMENT CO 108,377 $17,418,378 ▲ +1,188 0.11% 2026-06-30
LOOMIS SAYLES & CO L P 155,402 $21,728,308 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 63,417 $8,866,965 New position 2025-12-31
STRS OHIO 78,281 $10,945,249 New position 2025-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 85,797 $11,996,137 New position 2025-12-31
Sterling Capital Management LLC 70,956 $9,921,068 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 63,688 $8,904,856 New position 2025-12-31
GABELLI FUNDS LLC 55,465 $7,755,116 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 8,800 $1,230,416 New position 2025-12-31
Campbell & CO Investment Adviser LLC 7,261 $1,015,233 New position 2025-12-31
MetLife Investment Management, LLC 32,708 $4,573,233 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 28,064 $3,923,908 New position 2025-12-31
BROWN BROTHERS HARRIMAN & CO 74 $10,347 New position 2025-12-31
SHAKER INVESTMENTS LLC/OH 26,894 $4,322,404 ▼ -185 1.55% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 25,668 $4,125,361 ▼ -2,391 0.01% 2026-06-30
Siena Capital Partners GP, LLC 24,284 $3,395,389 New position 2025-12-31
One Capital Management, LLC 19,559 $2,734,739 New position 2025-12-31
Legato Capital Management LLC 20,636 $3,316,618 ▲ +525 0.27% 2026-06-30
YOUSIF CAPITAL MANAGEMENT, LLC 18,636 $2,995,135 ▼ -1,076 0.03% 2026-06-30
HENNESSY ADVISORS INC 18,000 $2,516,760 New position 2025-12-31
WEDGE CAPITAL MANAGEMENT L L P/NC 17,551 $2,820,797 ▼ -1,249 0.05% 2026-06-30
KLP KAPITALFORVALTNING AS 14,300 $1,999,426 New position 2025-12-31
ALBERT D MASON INC 14,761 $2,372,335 ▲ +113 1.35% 2026-06-30
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 13,365 $1,868,694 New position 2025-12-31
Russell Investments Group, Ltd. 13,180 $1,843,972 New position 2025-12-31
PANAGORA ASSET MANAGEMENT INC 12,280 $1,973,642 New position 0.01% 2026-06-30
GAMCO INVESTORS, INC. ET AL 10,706 $1,496,913 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 8,914 $1,246,356 New position 2025-12-31
EMERALD MUTUAL FUND ADVISERS TRUST 8,733 $1,221,048 New position 2025-12-31
Abacus Wealth Partners, LLC 5,684 $794,737 New position 2025-12-31
GREENLEAF TRUST 5,641 $906,622 ▲ +847 0.01% 2026-06-30
Ethic Inc. 3,200 $447,440 New position 2025-12-31
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,387 $1,172,670 New position 2025-12-31
Sound Capital Solutions LLC 3,438 $552,555 New position 0.13% 2026-06-30
DNB Asset Management AS 3,275 $526,358 Unchanged 0.00% 2026-06-30
Argent Trust Co 2,700 $377,517 New position 2025-12-31
BARR E S & CO 2,774 $445,838 ▼ -600 0.02% 2026-06-30
MeadowBrook Investment Advisors LLC 2,545 $409,032 Unchanged 0.32% 2026-06-30
HUNTINGTON NATIONAL BANK 2,137 $298,795 New position 2025-12-31
Hamilton Capital Partners Inc. 2,129 $342,173 ▼ -474 0.01% 2026-06-30
Venturi Wealth Management, LLC 2,107 $338,638 ▼ -26 0.01% 2026-06-30
NewEdge Advisors, LLC 1,964 $274,631 New position 2025-12-31
PARK NATIONAL CORP /OH/ 1,745 $280,456 ▼ -213 0.01% 2026-06-30
WHITTIER TRUST CO OF NEVADA INC 1,792 $264,552 New position 2025-12-31
Operose Advisors LLC 626 $100,531 ▲ +3 0.02% 2026-06-30
PNC FINANCIAL SERVICES GROUP, INC. 9,096 $1,271,820 New position 2025-12-31
RICHARDSON FINANCIAL SERVICES INC. 439 $70,557 ▲ +34 0.04% 2026-06-30
GW&K Investment Management, LLC 411,213 $57,497 New position 2025-12-31
FIRST HORIZON CORP 93 $13,003 New position 2025-12-31
WHITTIER TRUST CO 510 $75,292 New position 2025-12-31
MassMutual Private Wealth & Trust, FSB 198 $31,823 ▼ -27 0.00% 2026-06-30
PEREGRINE CAPITAL MANAGEMENT LLC 126 $17,617 New position 2025-12-31
PRIVATE TRUST CO NA 552 $77,180 New position 2025-12-31
TRUST CO OF TOLEDO NA /OH/ 158 $25,394 New position 0.00% 2026-06-30
V-Square Quantitative Management LLC 127 $20,411 New position 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 319 $40,724 New position 2025-12-31
Private Wealth Asset Management, LLC 114 $15,939 New position 2025-12-31
DANSKE BANK A/S 800 $111,856 New position 2025-12-31
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 96,109 $13,438 New position 2025-12-31
Basecamp Wealth Advisors LLC 85 $13,661 Unchanged 0.00% 2026-06-30
FARMERS & MERCHANTS INVESTMENTS INC 59 $8,249 New position 2025-12-31
AMALGAMATED BANK 29,971 $4,191 New position 2025-12-31
VESTOR CAPITAL, LLC 48 $3,173 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 18,295 $2,558 New position 2025-12-31
Park Square Financial Group, LLC 15 $2,411 ▼ -15 0.02% 2026-06-30
HARBOR CAPITAL ADVISORS, INC. 14,061 $2,260 ▲ +46 0.15% 2026-06-30
First Command Advisory Services, Inc. 12 $1,678 New position 2025-12-31
Janney Montgomery Scott LLC 10,836 $1,515 New position 2025-12-31
ATLAS CAPITAL ADVISORS INC. 10 $1,398 New position 2025-12-31
Pacer Advisors, Inc. 8,012 $1,120,238 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,843 $677 New position 2025-12-31
WEDBUSH SECURITIES INC 2,564 $358 New position 2025-12-31
IMA Advisory Services, Inc. 4 $559 New position 2025-12-31
TSFG, LLC 1,560 $218 New position 2025-12-31
BOSTON FAMILY OFFICE LLC 1,500 $210 New position 2025-12-31
SBI Securities Co., Ltd. 5 $699 New position 2025-12-31
BESSEMER GROUP INC 1,703 $239 New position 2025-12-31
Harvest Fund Management Co., Ltd 6,712 $809 New position 2025-12-31
FNY Investment Advisers, LLC 311 $49 New position 0.02% 2026-06-30
Covestor Ltd 276 $39 New position 2025-12-31
GLENMEDE TRUST CO NA 11,569 $1,617,577 New position 2025-12-31
Entropy Technologies, LP 0 $0 Sold out 2026-06-30
Jackson Creek Investment Advisors LLC 3,676 $514 New position 2025-12-31
Integrated Wealth Concepts LLC 1,778 $248,550 New position 2025-12-31
OPTIMIZE FINANCIAL INC. 0 $0 Sold out 2026-06-30
NAVELLIER & ASSOCIATES INC 3,305 $462,105 New position 2025-12-31
LANARK FINANCIAL, INC. 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 6,747,204 $943,394,063 New position 2025-12-31
BlackRock, Inc. 6,164,854 $861,969,949 New position 2025-12-31
FMR LLC 5,384,767 $752,898,193 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 2,707,677 $378,592,640 New position 2025-12-31
STATE STREET CORP 2,674,616 $373,964,809 New position 2025-12-31
FIRST TRUST ADVISORS LP 1,445,199 $202,067,724 New position 2025-12-31
EARNEST PARTNERS LLC 1,440,105 $201,355,481 New position 2025-12-31
Capital International Investors 1,334,466 $186,585,036 New position 2025-12-31
FULLER & THALER ASSET MANAGEMENT, INC. 1,302,852 $182,164,806 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 1,272,857 $177,975,015 New position 2025-12-31
Invesco Ltd. 1,139,120 $159,271,726 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 1,051,219 $146,981,488 ▼ -20,544 2025-12-31
JENNISON ASSOCIATES LLC 993,304 $138,883,767 New position 2025-12-31
WELLINGTON MANAGEMENT GROUP LLP 832,352 $116,379,457 New position 2025-12-31
NORGES BANK 800,487 $111,924,092 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 774,529 $108,294,645 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 772,705 $108,039,613 New position 2025-12-31
NORTHERN TRUST CORP 768,671 $107,475,579 New position 2025-12-31
JPMORGAN CHASE & CO 763,093 $106,695,723 New position 2025-12-31
SEI INVESTMENTS CO 748,389 $104,640,472 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 731,328 $102,254,281 New position 2025-12-31
Channing Capital Management, LLC 651,364 $91,073,714 New position 2025-12-31
JANUS HENDERSON GROUP PLC 609,427 $85,212,726 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 600,070 $83,901,787 New position 2025-12-31
Clark Capital Management Group, Inc. 589,731 $82,456,136 New position 2025-12-31
WESTFIELD CAPITAL MANAGEMENT CO LP 559,762 $78,265,923 New position 2025-12-31
FRONTIER CAPITAL MANAGEMENT CO LLC 543,048 $75,929,022 New position 2025-12-31
Fiera Capital Corp 534,954 $74,797,269 New position 2025-12-31
REINHART PARTNERS, LLC. 524,571 $73,347,837 New position 2025-12-31
MORGAN STANLEY 481,144 $67,273,771 New position 2025-12-31
Fisher Asset Management, LLC 470,458 $65,779,497 New position 2025-12-31
FEDERATED HERMES, INC. 469,817 $65,689,814 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 450,835 $63,035,901 New position 2025-12-31
Artemis Investment Management LLP 424,026 $59,287,315 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 386,699 $54,068,317 New position 2025-12-31
FIL Ltd 357,847 $50,034,167 New position 2025-12-31
GOLDMAN SACHS GROUP INC 343,366 $48,009,422 New position 2025-12-31
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 330,524 $46,213,866 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 325,574 $45,521,704 New position 2025-12-31
M&T BANK CORP 156,160 $45,071,527 New position 2025-12-31
Holocene Advisors, LP 261,838 $36,610,189 New position 2025-12-31
Nuveen, LLC 258,754 $36,178,984 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 254,329 $35,560,281 New position 2025-12-31
Junto Capital Management LP 253,488 $35,442,692 New position 2025-12-31
Boston Partners 250,915 $35,257,257 New position 2025-12-31
Phocas Financial Corp. 246,628 $34,483,526 New position 2025-12-31
Global Alpha Capital Management Ltd. 236,284 $33,037,229 New position 2025-12-31
UBS Group AG 219,533 $30,695,103 New position 2025-12-31
WESTWOOD HOLDINGS GROUP INC 215,960 $30,195,527 New position 2025-12-31
Verition Fund Management LLC 203,554 $28,460,920 New position 2025-12-31
RHUMBLINE ADVISERS 195,049 $27,271,703 New position 2025-12-31
Leeward Investments, LLC - MA 172,260 $24,085,393 New position 2025-12-31
BANK OF NOVA SCOTIA 172,100 $24,063,022 New position 2025-12-31
Quantinno Capital Management LP 167,281 $23,389,275 New position 2025-12-31
Granite Investment Partners, LLC 162,988 $22,788,982 New position 2025-12-31
Alberta Investment Management Corp 159,100 $22,245,362 New position 2025-12-31
MEEDER ASSET MANAGEMENT INC 154,975 $21,668,604 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 153,934 $21,523,052 New position 2025-12-31
Amundi 147,754 $20,658,964 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 144,143 $20,154,074 New position 2025-12-31
WELLS FARGO & COMPANY/MN 136,803 $19,127,859 New position 2025-12-31
Swiss National Bank 132,167 $18,479,590 New position 2025-12-31
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 129,993 $18,175,621 New position 2025-12-31
Ceredex Value Advisors LLC 127,050 $17,764,131 New position 2025-12-31
Stieven Capital Advisors, L.P. 123,983 $17,335,303 New position 2025-12-31
CHICAGO TRUST Co NA 119,738 $16,741,766 New position 2025-12-31
Nicholas Investment Partners, LP 117,590 $16,441,434 New position 2025-12-31
ROYAL BANK OF CANADA 111,688 $15,617,000 New position 2025-12-31
Curi Capital, LLC 108,866 $15,221,567 New position 2025-12-31
ZACKS INVESTMENT MANAGEMENT 106,781 $14,930,021 New position 2025-12-31
LPL Financial LLC 106,254 $14,856,378 New position 2025-12-31
ADAGE CAPITAL PARTNERS GP, L.L.C. 104,200 $14,569,244 New position 2025-12-31
Legal & General Group Plc 99,742 $13,945,927 New position 2025-12-31
Aptus Capital Advisors, LLC 87,230 $12,196,499 New position 2025-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 83,448 $11,667,699 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 78,917 $11,034,162 New position 2025-12-31
JANE STREET GROUP, LLC 75,459 $10,550,677 New position 2025-12-31
F/m Investments LLC 70,857 $9,907,226 New position 2025-12-31
TUDOR INVESTMENT CORP ET AL 67,924 $9,497,134 ▲ +43,189 2025-12-31
Jefferies Financial Group Inc. 67,585 $9,449,735 New position 2025-12-31
BARCLAYS PLC 66,704 $9,326,552 New position 2025-12-31
MOODY ALDRICH PARTNERS LLC 65,833 $9,204,770 New position 2025-12-31
LAZARD ASSET MANAGEMENT LLC 65,738 $9,191,487 New position 2025-12-31
Longaeva Partners L.P. 64,715 $9,048,451 New position 2025-12-31
CITIGROUP INC 64,153 $8,969,828 New position 2025-12-31
Rafferty Asset Management, LLC 59,858 $8,369,346 New position 2025-12-31
Petiole USA ltd 59,500 $8,319,290 New position 2025-12-31
Interval Partners, LP 59,269 $8,286,992 New position 2025-12-31
STIFEL FINANCIAL CORP 55,520 $7,763,554 New position 2025-12-31
PUBLIC SECTOR PENSION INVESTMENT BOARD 49,100 $6,865,162 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 47,711 $6,670,952 New position 2025-12-31
MAIRS & POWER INC 46,633 $6,520,226 New position 2025-12-31
Qube Research & Technologies Ltd 46,492 $6,500,511 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 46,263 $6,468,493 New position 2025-12-31
Vest Financial, LLC 45,975 $6,428,225 New position 2025-12-31
Susquehanna Portfolio Strategies, LLC 43,499 $6,082,030 New position 2025-12-31
Allianz Asset Management GmbH 42,491 $5,941,092 New position 2025-12-31
Lighthouse Investment Partners, LLC 40,294 $5,633,907 New position 2025-12-31
Orion Porfolio Solutions, LLC 40,083 $5,604,499 New position 2025-12-31
Pathstone Holdings, LLC 39,902 $5,579,223 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 38,975 $5,449,484 New position 2025-12-31
Cetera Investment Advisers 38,734 $5,415,775 New position 2025-12-31
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 36,890 $5,157,960 New position 2025-12-31
GUGGENHEIM CAPITAL LLC 36,436 $5,094,481 New position 2025-12-31
Rosenthal | Henry Capital Advisors, Inc. 35,803 $5,005,974 New position 2025-12-31
COMERICA BANK 35,279 $4,932,714 New position 2025-12-31
US BANCORP \DE\ 33,556 $4,691,772 New position 2025-12-31
Horizon Investments, LLC 33,287 $4,654,188 New position 2025-12-31
ExodusPoint Capital Management, LP 32,904 $4,600,637 New position 2025-12-31
BANK OF MONTREAL /CAN/ 31,666 $4,427,540 New position 2025-12-31
MML INVESTORS SERVICES, LLC 30,721 $4,295,345 New position 2025-12-31
EFG International AG 27,621 $3,864,454 New position 2025-12-31
North Star Investment Management Corp. 27,209 $3,804,356 New position 2025-12-31
State of Tennessee, Department of Treasury 25,705 $3,791,231 New position 2025-12-31
Federation des caisses Desjardins du Quebec 26,694 $3,732,355 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,458 $3,699,358 New position 2025-12-31
Elizabeth Park Capital Advisors, Ltd. 24,392 $3,410,489 New position 2025-12-31
TRUIST FINANCIAL CORP 23,707 $3,314,726 New position 2025-12-31
REGIONS FINANCIAL CORP 23,639 $3,305,205 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 23,146 $3,236,274 New position 2025-12-31
Cerity Partners LLC 21,898 $3,061,819 New position 2025-12-31
FIFTH THIRD BANCORP 21,655 $3,027,802 New position 2025-12-31
Advisors Capital Management, LLC 20,719 $2,896,938 New position 2025-12-31
Future Fund LLC 19,552 $2,733,761 New position 2025-12-31
MALTESE CAPITAL MANAGEMENT LLC 19,000 $2,656,580 New position 2025-12-31
Creative Planning 18,910 $2,643,999 New position 2025-12-31
BLAIR WILLIAM & CO/IL 18,752 $2,621,946 New position 2025-12-31
Arizona State Retirement System 18,611 $2,602,190 New position 2025-12-31
Squarepoint Ops LLC 18,189 $2,543,186 New position 2025-12-31
Access Investment Management LLC 18,235 $2,415,044 New position 2025-12-31
State of New Jersey Common Pension Fund D 17,226 $2,408,539 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 16,758 $2,343,104 New position 2025-12-31
Vestmark Advisory Solutions, Inc. 16,751 $2,342,170 New position 2025-12-31
HighTower Advisors, LLC 16,632 $2,325,529 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 16,366 $2,288,294 New position 2025-12-31
IEQ CAPITAL, LLC 16,042 $2,243,008 New position 2025-12-31
Sanctuary Advisors, LLC 16,013 $2,238,947 New position 2025-12-31
STATE OF MICHIGAN RETIREMENT SYSTEM 15,863 $2,217,965 New position 2025-12-31
JOHNSON INVESTMENT COUNSEL INC 15,594 $2,180,353 New position 2025-12-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 14,984 $2,095,063 New position 2025-12-31
Dana Investment Advisors, Inc. 13,296 $1,859,047 New position 2025-12-31
one8zero8, LLC 12,925 $1,807,174 New position 2025-12-31
Ameritas Investment Partners, Inc. 12,274 $1,716,151 New position 2025-12-31
TEACHER RETIREMENT SYSTEM OF TEXAS 12,096 $1,691,262 New position 2025-12-31
Mariner, LLC 11,725 $1,639,943 New position 2025-12-31
Corient Private Wealth LLC 36,015 $1,567,088 New position 2025-12-31
Concurrent Investment Advisors, LLC 10,956 $1,531,884 New position 2025-12-31
Atria Investments, Inc 10,516 $1,470,366 New position 2025-12-31
Pictet Asset Management Holding SA 9,958 $1,392,328 New position 2025-12-31
PRINCIPAL SECURITIES, INC. 9,845 $1,376,505 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 9,747 $1,362,770 New position 2025-12-31
TWO SIGMA SECURITIES, LLC 9,611 $1,343,810 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,431 $1,300,437 New position 2025-12-31
&PARTNERS 9,087 $1,270,569 New position 2025-12-31
DEUTSCHE BANK AG\ 8,997 $1,257,960 New position 2025-12-31
Advisors Asset Management, Inc. 8,686 $1,214,477 New position 2025-12-31
Calamos Advisors LLC 8,300 $1,160,506 New position 2025-12-31
Summit Trail Advisors, LLC 8,145 $1,138,834 New position 2025-12-31
Brevan Howard Capital Management LP 7,888 $1,102,900 New position 2025-12-31
Merit Financial Group, LLC 7,824 $1,094,180 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 7,665 $1,071,720 New position 2025-12-31
CIBC Private Wealth Group LLC 7,107 $993,683 New position 2025-12-31
DRW Securities, LLC 7,067 $988,107 New position 2025-12-31
Trexquant Investment LP 7,018 $981,257 New position 2025-12-31
Rockefeller Capital Management L.P. 7,012 $980,509 New position 2025-12-31
KEYBANK NATIONAL ASSOCIATION/OH 6,801 $950,917 New position 2025-12-31
Savant Capital, LLC 6,748 $943,521 New position 2025-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 6,712 $938,450 New position 2025-12-31
CANADA PENSION PLAN INVESTMENT BOARD 6,700 $936,794 New position 2025-12-31
Forum Financial Management, LP 6,516 $911,067 New position 2025-12-31
EP Wealth Advisors, LLC 6,405 $895,578 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,287 $879,048 New position 2025-12-31
Steward Partners Investment Advisory, LLC 6,217 $869,271 New position 2025-12-31
XPONANCE LLC 6,152 $860,173 New position 2025-12-31
Inspire Advisors, LLC 6,130 $857,160 New position 2025-12-31
Focus Partners Wealth 6,099 $852,753 New position 2025-12-31
Caprock Group, LLC 5,969 $834,693 New position 2025-12-31
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 5,876 $821,582 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 5,859 $819,205 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 5,769 $806,622 New position 2025-12-31
Simplicity Wealth,LLC 5,282 $738,540 New position 2025-12-31
Alyeska Investment Group, L.P. 5,097 $712,663 New position 2025-12-31
Man Group plc 5,022 $702,176 New position 2025-12-31
MARSHALL WACE, LLP 5,013 $700,917 New position 2025-12-31
World Investment Advisors 5,154 $695,605 New position 2025-12-31
SECURIAN ASSET MANAGEMENT, INC 4,898 $684,838 New position 2025-12-31
CSS LLC/IL 4,884 $682,881 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 4,870 $680,923 New position 2025-12-31
Pekin Hardy Strauss, Inc. 4,750 $664,145 New position 2025-12-31
Tidal Investments LLC 4,735 $662,048 New position 2025-12-31
Sapience Investments, LLC 4,726 $660,789 New position 2025-12-31
OneDigital Investment Advisors LLC 4,704 $657,772 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 4,699 $656,948 New position 2025-12-31
INTRUST BANK NA 4,680 $654,357 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 4,332 $605,700 New position 2025-12-31
Mach-1 Financial Group, LLC 4,305 $601,926 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 4,279 $598,316 New position 2025-12-31
Western Pacific Wealth Management, LP 4,237 $592,393 New position 2025-12-31
EJF Capital LP 4,208 $588,363 New position 2025-12-31
Ensign Peak Advisors, Inc 4,147 $579,834 New position 2025-12-31
UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,062 $567,952 New position 2025-12-31
NATIXIS 4,059 $567,529 New position 2025-12-31
Chicago Capital, LLC 4,048 $565,992 New position 2025-12-31
Snowden Capital Advisors LLC 4,029 $563,335 New position 2025-12-31
Ameritas Advisory Services, LLC 3,921 $548,234 New position 2025-12-31
Beverly Hills Private Wealth, LLC 4,023 $547,514 New position 2025-12-31
HighPoint Advisor Group LLC 3,898 $544,984 New position 2025-12-31
Clearstead Advisors, LLC 3,860 $539,706 New position 2025-12-31
Envestnet Portfolio Solutions, Inc. 3,808 $532,398 New position 2025-12-31
Callan Family Office, LLC 3,620 $506,148 New position 2025-12-31
Tower Research Capital LLC (TRC) 3,616 $505,589 New position 2025-12-31
Vise Technologies, Inc. 3,589 $501,834 New position 2025-12-31
Schonfeld Strategic Advisors LLC 3,585 $501,253 New position 2025-12-31
PRINCETON CAPITAL MANAGEMENT LLC 3,472 $485,455 New position 2025-12-31
Utah Retirement Systems 3,450 $482,379 New position 2025-12-31
ALPS ADVISORS INC 3,397 $474,969 New position 2025-12-31
LECAP ASSET MANAGEMENT LTD 3,283 $459,029 New position 2025-12-31
Swiss Life Asset Management Ltd 3,152 $440,713 New position 2025-12-31
Cresset Asset Management, LLC 3,118 $435,934 New position 2025-12-31
Bayforest Capital Ltd 3,111 $434,980 New position 2025-12-31
Global Retirement Partners, LLC 3,061 $428,012 New position 2025-12-31
LVZ, Inc. 3,046 $425,892 New position 2025-12-31
Maryland State Retirement & Pension System 3,032 $423,934 New position 2025-12-31
CAMBIENT FAMILY OFFICE, LLC 2,957 $413,448 New position 2025-12-31
Coyle Financial Counsel LLC 2,919 $408,135 New position 2025-12-31
VAN STRUM & TOWNE INC. 2,870 $401,284 New position 2025-12-31
VIRGINIA RETIREMENT SYSTEMS ET Al 2,843 $397,508 New position 2025-12-31
Headlands Technologies LLC 2,814 $393,453 New position 2025-12-31
Sequoia Financial Advisors, LLC 2,785 $389,400 New position 2025-12-31
SYON CAPITAL LLC 2,759 $385,763 New position 2025-12-31
Gallagher Fiduciary Advisors, LLC 2,713 $379,347 New position 2025-12-31
ProShare Advisors LLC 2,684 $375,277 New position 2025-12-31
Jump Financial, LLC 2,606 $364,371 New position 2025-12-31
PICTON MAHONEY ASSET MANAGEMENT 2,579 $360,596 New position 2025-12-31
COMMERCE BANK 2,578 $360,455 New position 2025-12-31
JOURNEY STRATEGIC WEALTH LLC 2,500 $349,549 New position 2025-12-31
Paulson Wealth Management Inc. 2,454 $343,118 New position 2025-12-31
PRUDENTIAL PLC 2,452 $342,839 New position 2025-12-31
Crossmark Global Holdings, Inc. 2,408 $336,686 New position 2025-12-31
SHELTON CAPITAL MANAGEMENT 2,358 $329,696 New position 2025-12-31
North Dakota State Investment Board 2,334 $326,340 New position 2025-12-31
Capstone Financial Advisors, Inc. 2,299 $321,447 New position 2025-12-31
XTX Topco Ltd 2,298 $321,306 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 2,259 $315,854 New position 2025-12-31
OSAIC HOLDINGS, INC. 2,230 $311,873 New position 2025-12-31
Laird Norton Wetherby Trust Company, LLC 2,221 $310,540 New position 2025-12-31
PROFUND ADVISORS LLC 2,216 $309,841 New position 2025-12-31
WEST MICHIGAN ADVISORS, LLC 2,211 $309,209 New position 2025-12-31
Chicago Wealth Management, Inc. 2,161 $302,151 New position 2025-12-31
QRG CAPITAL MANAGEMENT, INC. 2,149 $300,523 New position 2025-12-31
Beacon Pointe Advisors, LLC 2,083 $291,257 New position 2025-12-31
Csenge Advisory Group 1,996 $279,016 New position 2025-12-31
Westover Capital Advisors, LLC 1,956 $273,488 New position 2025-12-31
OPPENHEIMER & CO INC 1,949 $272,509 New position 2025-12-31
CIBC Asset Management Inc 1,920 $268,454 New position 2025-12-31
DB&C Advisors, LLC 1,910 $267,117 New position 2025-12-31
Arax Advisory Partners 1,855 $259,363 New position 2025-12-31
FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,830 $255,871 New position 2025-12-31
Compound Planning, Inc. 1,774 $248,047 New position 2025-12-31
HB Wealth Management, LLC 1,768 $247,203 New position 2025-12-31
American Trust 1,731 $242,028 New position 2025-12-31
Fort Sheridan Advisors LLC 1,716 $239,931 New position 2025-12-31
CITADEL ADVISORS LLC 1,703 $238,113 New position 2025-12-31
SummitTX Capital, L.P. 1,697 $237,275 New position 2025-12-31
Phillips Wealth Planners LLC 1,560 $236,402 New position 2025-12-31
Hilltop Holdings Inc. 1,645 $229,894 New position 2025-12-31
DRIVE WEALTH MANAGEMENT, LLC 1,639 $229,164 New position 2025-12-31
Blue Water Asset Management 1,623 $226,868 New position 2025-12-31
Riverpoint Wealth Management Holdings, LLC 1,605 $224,431 New position 2025-12-31
Financial Advisory Corp 1,600 $223,712 New position 2025-12-31
Optas, LLC 1,585 $221,615 New position 2025-12-31
Meiji Yasuda Asset Management Co Ltd. 1,556 $217,560 New position 2025-12-31
Brooklyn Investment Group 1,507 $213,078 New position 2025-12-31
Cornerstone National Bank & Trust Co 1,500 $209,730 Unchanged 2025-12-31
HARTLINE INVESTMENT CORP/ 1,500 $209,730 New position 2025-12-31
Stonebridge Capital Advisors LLC 1,500 $209,730 New position 2025-12-31
NewEdge Wealth, LLC 1,499 $209,612 New position 2025-12-31
Clearwater Capital Advisors, LLC 1,487 $207,913 New position 2025-12-31
Baker Avenue Asset Management, LP 1,481 $207,073 New position 2025-12-31
Chicago Partners Investment Group LLC 1,406 $205,320 New position 2025-12-31
HM PAYSON & CO 1,450 $202,739 New position 2025-12-31
OpenArc Corporate Advisory, LLC 1,450 $202,739 New position 2025-12-31
IFP Advisors, Inc 1,445 $202,040 Unchanged 2025-12-31
Empowered Funds, LLC 1,403 $196,167 New position 2025-12-31
Kestra Advisory Services, LLC 1,300 $181,763 New position 2025-12-31
Aster Capital Management (DIFC) Ltd 1,138 $159,115 New position 2025-12-31
TD PRIVATE CLIENT WEALTH LLC 1,137 $158,975 New position 2025-12-31
Reyes Financial Architecture, Inc. 1,116 $156,040 New position 2025-12-31
MAI Capital Management 1,099 $153,663 New position 2025-12-31
UMB Bank, n.a. 1,021 $142,756 New position 2025-12-31
Parallel Advisors, LLC 906 $126,754 New position 2025-12-31
Parkside Financial Bank & Trust 847 $118,428 New position 2025-12-31
AlphaQuest LLC 819 $114,513 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 718 $100,391 New position 2025-12-31
Plante Moran Financial Advisors, LLC 685 $95,777 New position 2025-12-31
Smartleaf Asset Management LLC 662 $93,388 New position 2025-12-31
Allworth Financial LP 579 $80,956 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 520 $72,706 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 505,328 $70,655 New position 2025-12-31
Quent Capital, LLC 479 $66,974 New position 2025-12-31
Torren Management, LLC 381 $53,283 New position 2025-12-31
REAP Financial Group, LLC 373 $52,115 New position 2025-12-31
Millstone Evans Group, LLC 348 $48,657 New position 2025-12-31
EverSource Wealth Advisors, LLC 326 $45,581 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 299,692 $41,903 New position 2025-12-31
Strive Financial Group ,LLC 279 $39,010 New position 2025-12-31
Premier Fund Managers Ltd 257,271 $36,305 New position 2025-12-31
Keating Financial Advisory Services, Inc. 250 $34,955 New position 2025-12-31
Root Financial Partners, LLC 245 $34,275 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 240 $33,557 New position 2025-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 229 $32,019 New position 2025-12-31
Elyxium Wealth, LLC 225 $31,459 New position 2025-12-31
LORD, ABBETT & CO. LLC 216,732 $30,303 New position 2025-12-31
NBC SECURITIES, INC. 187 $26,146 New position 2025-12-31
NATIXIS ADVISORS, LLC 181,033 $25,312 New position 2025-12-31
BARROW HANLEY MEWHINNEY & STRAUSS LLC 173 $24,189 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 169 $24,110 New position 2025-12-31
Hilton Head Capital Partners, LLC 168 $23,490 New position 2025-12-31
Gen-Wealth Partners Inc 150 $20,973 New position 2025-12-31
Key FInancial Inc 139 $19,435 New position 2025-12-31
Salomon & Ludwin, LLC 133 $19,338 New position 2025-12-31
SageView Advisory Group, LLC 136 $19,018 New position 2025-12-31
CULLEN/FROST BANKERS, INC. 133 $18,658 New position 2025-12-31
Basepoint Wealth LLC 133 $18,596 New position 2025-12-31
WPG Advisers, LLC 120 $16,778 New position 2025-12-31
Cornerstone Planning Group LLC 105 $15,287 New position 2025-12-31
Transamerica Financial Advisors, LLC 91 $12,784 New position 2025-12-31
Kilter Group LLC 66 $9,229 New position 2025-12-31
HRT FINANCIAL LP 61,025 $8,532 New position 2025-12-31
Signature Equity Partners, LLC 52 $7,321 New position 2025-12-31
Cape Investment Advisory, Inc. 51 $7,131 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 50,928 $7,121 New position 2025-12-31
Elevated Capital Advisors, LLC 47 $6,572 New position 2025-12-31
Larson Financial Group LLC 47 $6,572 New position 2025-12-31
High Note Wealth, LLC 46 $6,432 New position 2025-12-31
AMERIFLEX GROUP, INC. 45 $6,292 New position 2025-12-31
N.E.W. Advisory Services LLC 44 $6,152 New position 2025-12-31
Glen Eagle Advisors, LLC 39 $5,498 New position 2025-12-31
CANADA LIFE ASSURANCE Co 37,572 $5,254 New position 2025-12-31
Sachetta, LLC 37 $5,174 New position 2025-12-31
Geneos Wealth Management Inc. 35 $4,894 New position 2025-12-31
Treasurer of the State of North Carolina 27,655 $3,867 New position 2025-12-31
Bogart Wealth, LLC 22 $3,076 New position 2025-12-31
Sunrise Financial Services, LLC 18 $2,517 New position 2025-12-31
Handelsbanken Fonder AB 15,623 $2,184 New position 2025-12-31
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 13,700 $1,916 New position 2025-12-31
Rossby Financial, LCC 13 $1,818 New position 2025-12-31
Cornerstone Financial Management LLC 12 $1,678 New position 2025-12-31
Hughes Financial Services, LLC 11 $1,538 New position 2025-12-31
Bruce G. Allen Investments, LLC 8 $1,119 New position 2025-12-31
Physician Wealth Advisors, Inc. 7 $979 New position 2025-12-31
Principia Wealth Advisory, LLC 7 $979 Unchanged 2025-12-31
Bay Harbor Wealth Management, LLC 7 $978 New position 2025-12-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6 $839 New position 2025-12-31
Cedar Mountain Advisors, LLC 6 $839 New position 2025-12-31
HFM Investment Advisors, LLC 5 $700 New position 2025-12-31
SouthState Bank Corp 5 $700 New position 2025-12-31
Bare Financial Services, Inc 5 $699 New position 2025-12-31
Vestcor Inc 4,207 $588 New position 2025-12-31
KBC Group NV 4,014 $562 New position 2025-12-31
Anfield Capital Management, LLC 4 $559 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 3,869 $541 New position 2025-12-31
CWM, LLC 3,408 $476 New position 2025-12-31
ROSS\JOHNSON & Associates LLC 3 $419 New position 2025-12-31
Dunhill Financial, LLC 1 $187 New position 2025-12-31
Activest Wealth Management 1 $140 New position 2025-12-31
Nemes Rush Group LLC 1 $140 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 555 $78 New position 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 433 $60 New position 2025-12-31
Motiv8 Investments LLC 32 $4 New position 2025-12-31