← All institutions
Institutional Holdings
YORWOwnership Summary
Institutions Holding
143
Total Shares Held
8,892,863
Total Value Held
$280,721,202
Quarter
2025-12-31
Active Positions
Increased Positions
3
111,222 shares
Decreased Positions
3
22,193 shares
Held Positions
1
198 shares
New Positions
135
8,759,250 shares
Sold Out Positions
1
9,110 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 351,054 | $11,180,014 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 144,360 | $4,596,429 | New position | 2025-12-31 | |
| GABELLI FUNDS LLC | 133,643 | $4,255,193 | New position | 2025-12-31 | |
| JOHN G ULLMAN & ASSOCIATES INC | 37,050 | $1,179,672 | New position | 2025-12-31 | |
| Empire Financial Management Company, LLC | 72,366 | $2,218,017 | New position | 0.88% | 2026-06-30 |
| MARSHALL WACE, LLP | 47,012 | $1,440,917 | ▲ +5,526 | 0.00% | 2026-06-30 |
| GAMCO INVESTORS, INC. ET AL | 43,500 | $1,385,040 | New position | 2025-12-31 | |
| Teton Advisors, LLC | 32,670 | $1,040,213 | New position | 2025-12-31 | |
| Jump Financial, LLC | 25,200 | $772,380 | New position | 0.01% | 2026-06-30 |
| Campbell & CO Investment Adviser LLC | 22,030 | $675,220 | ▼ -3,266 | 0.04% | 2026-06-30 |
| MARTINGALE ASSET MANAGEMENT L P | 6,659 | $212,023 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 9,063 | $288,691 | New position | 2025-12-31 | |
| MetLife Investment Management, LLC | 8,495 | $270,481 | New position | 2025-12-31 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,066 | $193,141 | New position | 2025-12-31 | |
| Police & Firemen's Retirement System of New Jersey | 3,657 | $116,439 | New position | 2025-12-31 | |
| NISA INVESTMENT ADVISORS, LLC | 2,097 | $64,614 | ▲ +1,711 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 861 | $27,410 | New position | 2025-12-31 | |
| Sterling Capital Management LLC | 715 | $22,766 | New position | 2025-12-31 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 888 | $28,274 | New position | 2025-12-31 | |
| Eukles Asset Management | 150 | $4,776 | New position | 2025-12-31 | |
| MassMutual Private Wealth & Trust, FSB | 128 | $3,923 | ▼ -122 | 0.00% | 2026-06-30 |
| Godfrey Financial Associates, Inc. | 30 | $955 | New position | 2025-12-31 | |
| SBI Securities Co., Ltd. | 20 | $637 | New position | 2025-12-31 | |
| Janney Montgomery Scott LLC | 10,676 | $340 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5,539 | $176 | New position | 2025-12-31 | |
| HARBOR CAPITAL ADVISORS, INC. | 198 | $6 | Unchanged | 0.00% | 2026-06-30 |
| Covestor Ltd | 10 | $0 | New position | 2025-12-31 | |
| Quantbot Technologies LP | 0 | $0 | Sold out | 2026-06-30 | |
| BNP PARIBAS FINANCIAL MARKETS | 3,142 | $100,041 | New position | 2025-12-31 | |
| Ancora Advisors LLC | 600 | $19,104 | New position | 2025-12-31 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 128 | $3,951 | New position | 2025-12-31 | |
| BlackRock, Inc. | 1,873,122 | $59,640,192 | New position | 2025-12-31 | |
| VANGUARD GROUP INC | 1,081,959 | $34,449,575 | New position | 2025-12-31 | |
| Zimmer Partners, LP | 741,849 | $23,620,472 | New position | 2025-12-31 | |
| MORGAN STANLEY | 642,716 | $20,464,153 | New position | 2025-12-31 | |
| Legal & General Group Plc | 393,352 | $12,524,328 | New position | 2025-12-31 | |
| STATE STREET CORP | 335,018 | $10,742,291 | New position | 2025-12-31 | |
| DIMENSIONAL FUND ADVISORS LP | 300,429 | $9,566,053 | New position | 2025-12-31 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 239,813 | $7,635,646 | New position | 2025-12-31 | |
| ProShare Advisors LLC | 181,341 | $5,773,897 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 154,490 | $4,918,966 | New position | 2025-12-31 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 118,467 | $3,771,989 | New position | 2025-12-31 | |
| TWO SIGMA INVESTMENTS, LP | 116,985 | $3,724,802 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 115,801 | $3,687,104 | New position | 2025-12-31 | |
| RENAISSANCE TECHNOLOGIES LLC | 112,836 | $3,592,698 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 108,245 | $3,446,524 | New position | 2025-12-31 | |
| Invesco Ltd. | 97,941 | $3,118,441 | New position | 2025-12-31 | |
| Penn Capital Management Company, LLC | 89,386 | $2,846,050 | New position | 2025-12-31 | |
| CenterBook Partners LP | 88,060 | $2,803,830 | New position | 2025-12-31 | |
| State of New Jersey Common Pension Fund D | 82,029 | $2,611,803 | New position | 2025-12-31 | |
| PRINCIPAL FINANCIAL GROUP INC | 65,527 | $2,086,379 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 62,113 | $1,977,692 | ▲ +5,255 | 2025-12-31 | |
| Quantinno Capital Management LP | 50,746 | $1,615,753 | New position | 2025-12-31 | |
| LPL Financial LLC | 46,692 | $1,486,659 | New position | 2025-12-31 | |
| Nuveen, LLC | 44,579 | $1,419,396 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 41,088 | $1,308,232 | New position | 2025-12-31 | |
| UBS Group AG | 38,810 | $1,235,711 | New position | 2025-12-31 | |
| FMR LLC | 35,691 | $1,136,393 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 32,157 | $1,023,888 | New position | 2025-12-31 | |
| Merit Financial Group, LLC | 31,882 | $1,015,124 | New position | 2025-12-31 | |
| Creative Planning | 28,438 | $905,455 | New position | 2025-12-31 | |
| North Star Investment Management Corp. | 28,000 | $891,520 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 23,071 | $734,580 | New position | 2025-12-31 | |
| BARCLAYS PLC | 22,544 | $717,801 | New position | 2025-12-31 | |
| Johnson & White Wealth Management, LLC | 21,397 | $681,274 | New position | 2025-12-31 | |
| RHUMBLINE ADVISERS | 19,244 | $612,718 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 18,983 | $604,419 | New position | 2025-12-31 | |
| Russell Investments Group, Ltd. | 18,853 | $600,268 | New position | 2025-12-31 | |
| Ballentine Partners, LLC | 18,171 | $578,565 | New position | 2025-12-31 | |
| FIRST MANHATTAN CO. LLC. | 16,400 | $525,915 | New position | 2025-12-31 | |
| Inspire Investing, LLC | 14,699 | $468,016 | New position | 2025-12-31 | |
| RKL Wealth Management LLC | 13,756 | $437,992 | New position | 2025-12-31 | |
| Sageworth Trust Co | 13,657 | $434,839 | New position | 2025-12-31 | |
| Clear Harbor Asset Management, LLC | 13,325 | $424,268 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 12,892 | $410,489 | New position | 2025-12-31 | |
| INCEPTIONR LLC | 12,398 | $394,752 | New position | 2025-12-31 | |
| Odyssean, LLC | 12,300 | $391,632 | New position | 2025-12-31 | |
| TWO SIGMA ADVISERS, LP | 12,300 | $391,632 | New position | 2025-12-31 | |
| Mariner, LLC | 12,176 | $388,810 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 11,580 | $368,707 | New position | 2025-12-31 | |
| ELCO Management Co., LLC | 11,401 | $363,008 | New position | 2025-12-31 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,050 | $351,832 | New position | 2025-12-31 | |
| Cullen Capital Management, LLC | 10,868 | $346,037 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 10,708 | $340,943 | New position | 2025-12-31 | |
| Atria Investments, Inc | 10,339 | $329,201 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 9,669 | $307,892 | New position | 2025-12-31 | |
| SYON CAPITAL LLC | 9,027 | $287,420 | New position | 2025-12-31 | |
| Cerity Partners LLC | 8,753 | $278,696 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 8,235 | $262,213 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 8,100 | $257,904 | New position | 2025-12-31 | |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,885 | $252,857 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 7,821 | $249,021 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,748 | $246,696 | New position | 2025-12-31 | |
| Retirement Planning Co of New England, Inc. | 7,729 | $246,098 | New position | 2025-12-31 | |
| Midwest Trust Co | 7,651 | $243,608 | New position | 2025-12-31 | |
| QUADRANT CAPITAL GROUP LLC | 7,222 | $229,949 | New position | 2025-12-31 | |
| INTECH INVESTMENT MANAGEMENT LLC | 7,122 | $226,764 | New position | 2025-12-31 | |
| Brooklyn Investment Group | 6,813 | $221,832 | New position | 2025-12-31 | |
| SEI INVESTMENTS CO | 6,634 | $211,227 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 6,166 | $196,000 | New position | 2025-12-31 | |
| Aquatic Capital Management LLC | 5,026 | $160,028 | New position | 2025-12-31 | |
| Arax Advisory Partners | 3,928 | $125,068 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 3,429 | $109,450 | New position | 2025-12-31 | |
| Parallel Advisors, LLC | 2,698 | $85,904 | New position | 2025-12-31 | |
| Costello Asset Management, INC | 2,227 | $70,908 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 2,118 | $67,450 | New position | 2025-12-31 | |
| CITIGROUP INC | 1,637 | $52,122 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 1,547 | $49,256 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 1,406 | $44,767 | New position | 2025-12-31 | |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 800 | $25,476 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 799 | $25,440 | New position | 2025-12-31 | |
| DELTA ASSET MANAGEMENT LLC/TN | 613 | $19,518 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 585 | $18,626 | New position | 2025-12-31 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 437 | $13,914 | New position | 2025-12-31 | |
| Wilmington Savings Fund Society, FSB | 375 | $11,940 | New position | 2025-12-31 | |
| CENTRAL TRUST Co | 340 | $10,826 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,533 | $9,765 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 300 | $9,552 | New position | 2025-12-31 | |
| Allworth Financial LP | 274 | $8,725 | New position | 2025-12-31 | |
| Cornerstone Planning Group LLC | 218 | $7,120 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 218 | $6,941 | New position | 2025-12-31 | |
| City State Bank | 190 | $6,050 | New position | 2025-12-31 | |
| Optiver Holding B.V. | 170 | $5,413 | New position | 2025-12-31 | |
| Glen Eagle Advisors, LLC | 170 | $5,409 | New position | 2025-12-31 | |
| HUNTINGTON NATIONAL BANK | 83 | $2,643 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 78 | $2,484 | New position | 2025-12-31 | |
| WealthCollab, LLC | 69 | $2,197 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 35 | $1,114 | ▼ -34 | 2025-12-31 | |
| Physician Wealth Advisors, Inc. | 30 | $956 | New position | 2025-12-31 | |
| Transamerica Financial Advisors, LLC | 21 | $673 | New position | 2025-12-31 | |
| TD PRIVATE CLIENT WEALTH LLC | 20 | $637 | New position | 2025-12-31 | |
| HRT FINANCIAL LP | 19,751 | $628 | New position | 2025-12-31 | |
| CWM, LLC | 15,632 | $498 | New position | 2025-12-31 | |
| Bare Financial Services, Inc | 15 | $478 | New position | 2025-12-31 | |
| Sunbelt Securities, Inc. | 15 | $478 | New position | 2025-12-31 | |
| Cambridge Investment Research Advisors, Inc. | 8,673 | $276 | New position | 2025-12-31 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 8,609 | $275 | New position | 2025-12-31 | |
| Legacy Wealth Managment, LLC/ID | 8 | $255 | New position | 2025-12-31 | |
| CANADA LIFE ASSURANCE Co | 2,073 | $66 | New position | 2025-12-31 | |
| Clearstead Advisors, LLC | 2 | $64 | New position | 2025-12-31 | |
| AlphaQuest LLC | 1 | $32 | New position | 2025-12-31 | |
| Hughes Financial Services, LLC | 1 | $32 | New position | 2025-12-31 | |
| AMALGAMATED BANK | 453 | $14 | New position | 2025-12-31 |