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About 1.9% of LPL shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 10.69M shares valued at $44.99M. A 1.07% stake in LG Display Co., Ltd. is owned by the company. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP owns 1.61M shares valued at $6.79M, which translates its holding of 0.16% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | MORGAN STANLEY | 1.07% | 10.69M | 44.99M | 1.99M | +22.83% |
| Dec 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.16% | 1.61M | 6.79M | 107.57K | +7.14% |
| Dec 31, 2025 | STATE STREET CORP | 0.08% | 804.27K | 3.39M | 38.76K | +5.06% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.08% | 776.35K | 3.27M | 372.2K | +92.09% |
| Dec 31, 2025 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.04% | 444.14K | 1.87M | 43.89K | +10.96% |
| Dec 31, 2025 | RHUMBLINE ADVISERS | 0.03% | 302.7K | 1.27M | 7.29K | +2.47% |
| Dec 31, 2025 | UBS GROUP AG | 0.03% | 288.35K | 1.21M | 120.48K | +71.76% |
| Dec 31, 2025 | CERITY PARTNERS LLC | 0.02% | 169.41K | 713.22K | 27.07K | +19.02% |
| Dec 31, 2025 | BLACKROCK, INC. | 0.02% | 160.23K | 674.55K | -16.34K | -9.25% |
| Dec 31, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.01% | 149K | 627.29K | -1K | -0.67% |
| Dec 31, 2025 | TWO SIGMA ADVISERS, LP | 0.01% | 133.1K | 560.35K | 98.5K | +284.68% |
| Dec 31, 2025 | IEQ CAPITAL, LLC | 0.01% | 120.99K | 509.35K | 4.87K | +4.19% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 110.82K | 466.55K | 31.38K | +39.50% |
| Dec 31, 2025 | QUADRANT CAPITAL GROUP LLC | 0.01% | 88K | 370.46K | 0 | 0 |
| Dec 31, 2025 | GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S. | 0.01% | 81.74K | 344.12K | -57.54K | -41.31% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.01% | 66.67K | 280.7K | -35.88K | -34.98% |
| Dec 31, 2025 | GAMMA INVESTING LLC | 0.01% | 79.98K | 336.7K | 6.05K | +8.19% |
| Dec 31, 2025 | CAPROCK GROUP, LLC | 0.01% | 83.2K | 350.27K | 28.87K | +53.14% |
| Dec 31, 2025 | CITIGROUP INC | 0.01% | 97.15K | 408.99K | 2.14K | +2.25% |
| Dec 31, 2025 | VIDENT ADVISORY, LLC | 0.01% | 148.56K | 625.43K | -38.93K | -20.76% |
| Dec 31, 2025 | SLT HOLDINGS LLC | 0.01% | 149K | 627.29K | -1K | -0.67% |
| Dec 31, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.01% | 149.36K | 628.82K | 25.31K | +20.40% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.01% | 61.73K | 259.88K | 25.02K | +68.14% |
| Dec 31, 2025 | 0.01% | 88.76K | 373.7K | 88.76K | +100.00% | |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.01% | 90.5K | 381.01K | 28.1K | +45.03% |
| Dec 31, 2025 | MARINER, LLC | 0.03% | 258.58K | 1.09M | 51.18K | +24.68% |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.05% | 503.2K | 2.12M | 327.37K | +186.17% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.05% | 540.1K | 2.27M | -17K | -3.05% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.02% | 170.14K | 716.29K | 168.73K | +12,009.54% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | 233.19K | 981.73K | 39.39K | +20.33% |
| Dec 31, 2025 | MARSHALL WACE, LLP | 0.06% | 592.69K | 2.5M | -265.61K | -30.95% |
| Dec 31, 2025 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0% | 19.72K | 83.03K | 173 | +0.88% |
| Dec 31, 2025 | SRS CAPITAL ADVISORS, INC. | 0% | 31.08K | 130.85K | 19.52K | +168.89% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 31.97K | 134.59K | -96.18K | -75.05% |
| Dec 31, 2025 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0% | 35.17K | 148K | 11.46K | +48.34% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0% | 38.1K | 160.41K | 9.59K | +33.63% |
| Dec 31, 2025 | GREENSPRING ADVISORS, LLC | 0% | 43.69K | 183.95K | 43.69K | +100.00% |
| Dec 31, 2025 | BSW WEALTH PARTNERS | 0% | 46.41K | 195.39K | 1.29K | +2.86% |
| Dec 31, 2025 | RONALD BLUE TRUST, INC. | 0% | 46.55K | 195.97K | 2.12K | +4.77% |
| Dec 31, 2025 | SCHRODER INVESTMENT MANAGEMENT GROUP | 0% | 47.93K | 202.25K | 47.93K | +100.00% |
| Dec 31, 2025 | CRESTWOOD ADVISORS GROUP LLC | 0% | 22.03K | 92.75K | 9.5K | +75.84% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 22.57K | 95K | 22.57K | +100.00% |
| Dec 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0% | 23.62K | 99.42K | -66.01K | -73.65% |
| Dec 31, 2025 | INSPIRE ADVISORS, LLC | 0% | 27.5K | 115.76K | -11.43K | -29.36% |
| Dec 31, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 27.52K | 115.87K | -22.75K | -45.25% |
| Dec 31, 2025 | CWM, LLC | 0% | 27.62K | 116K | 3.47K | +14.37% |
| Dec 31, 2025 | QRG CAPITAL MANAGEMENT, INC. | 0% | 27.95K | 117.67K | 27.95K | +100.00% |
| Dec 31, 2025 | PATHSTONE HOLDINGS, LLC | 0% | 28.21K | 118.77K | 5.8K | +25.86% |
| Dec 31, 2025 | ETHIC INC. | 0.05% | 461.14K | 1.94M | 58.47K | +14.52% |
| Dec 31, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.01% | 83.69K | 352.35K | 83.69K | +100.00% |
| Dec 31, 2025 | PDS PLANNING, INC | 0.01% | 85.41K | 359.56K | 7.61K | +9.78% |
| Dec 31, 2025 | VOLEON CAPITAL MANAGEMENT LP | 0.01% | 65.25K | 274.72K | 65.25K | +100.00% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.01% | 86.4K | 363.76K | -4.85K | -5.31% |
| Dec 31, 2025 | FIRST TRUST ADVISORS LP | 0.01% | 97.62K | 410.98K | 10.76K | +12.39% |
| Dec 31, 2025 | FMR LLC | 0.01% | 130.84K | 550.82K | 19.15K | +17.14% |
| Dec 31, 2025 | LAIRD NORTON TRUST COMPANY, LLC | 0.02% | 151.71K | 638.72K | 126.38K | +498.74% |
| Dec 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.03% | 265.46K | 1.12M | 265.46K | +100.00% |
| Dec 31, 2025 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.03% | 320.52K | 1.35M | 97.8K | +43.91% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.04% | 359.94K | 1.52M | -8.59K | -2.33% |
| Dec 31, 2025 | POINT72 ASSET MANAGEMENT, L.P. | 0.04% | 386.16K | 1.63M | 386.16K | +100.00% |
| Dec 31, 2025 | CI PRIVATE WEALTH, LLC | 0.04% | 357.16K | 1.5M | 75.44K | +26.78% |
| Dec 31, 2025 | EDGEROCK CAPITAL LLC | 0% | 18.9K | 79.58K | 18.9K | +100.00% |
| Dec 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.2% | 2.01M | 8.46M | 327.57K | +19.48% |
| Dec 31, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.24% | 2.44M | 10.26M | 487.33K | +25.00% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.37% | 3.68M | 15.5M | -143.34K | -3.75% |
| Dec 31, 2025 | XTX TOPCO LTD | 0.01% | 53.66K | 225.91K | 7.98K | +17.47% |
| Sep 30, 2025 | PATHSTONE HOLDINGS, LLC | 0% | 22.42K | 117.01K | 22.42K | +100.00% |
| Sep 30, 2025 | PDS PLANNING, INC | 0.01% | 77.8K | 406.1K | 11.12K | +16.68% |
| Sep 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.01% | 89.62K | 467.82K | 7.9K | +9.66% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.01% | 91.25K | 476.33K | 7.44K | +8.87% |
| Sep 30, 2025 | CITIGROUP INC | 0.01% | 95.01K | 495.96K | 42.94K | +82.47% |
| Sep 30, 2025 | VIDENT ADVISORY, LLC | 0.02% | 187.49K | 978.69K | -137.3K | -42.27% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | 193.8K | 1.01M | 51.66K | +36.34% |
| Sep 30, 2025 | IEQ CAPITAL, LLC | 0.01% | 116.12K | 606.12K | 56.63K | +95.19% |
| Sep 30, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.01% | 124.05K | 647.56K | 15.13K | +13.89% |
| Sep 30, 2025 | CI PRIVATE WEALTH, LLC | 0.03% | 281.72K | 1.47M | 101.02K | +55.91% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.03% | 295.41K | 1.54M | -80.13K | -21.34% |
| Sep 30, 2025 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.02% | 222.72K | 1.16M | 77.36K | +53.22% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.04% | 404.16K | 2.11M | 363.67K | +898.36% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.17% | 1.68M | 8.78M | 171.33K | +11.34% |
| Sep 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.19% | 1.95M | 10.17M | 1.04M | +114.61% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.38% | 3.83M | 19.97M | 15.77K | +0.41% |
| Sep 30, 2025 | RESONANT CAPITAL ADVISORS, LLC | 0% | 14.2K | 74.13K | 331 | +2.39% |
| Sep 30, 2025 | VERDENCE CAPITAL ADVISORS LLC | 0% | 16.13K | 80.46K | 2.06K | +14.65% |
| Sep 30, 2025 | SAGE MOUNTAIN ADVISORS LLC | 0% | 16.28K | 85K | 16.28K | +100.00% |
| Sep 30, 2025 | BLAIR WILLIAM & CO/IL | 0% | 16.32K | 85.16K | 16.32K | +100.00% |
| Sep 30, 2025 | XPONANCE, INC. | 0% | 16.32K | 85.18K | 0 | 0 |
| Sep 30, 2025 | YOUSIF CAPITAL MANAGEMENT, LLC | 0% | 16.34K | 85.3K | 0 | 0 |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.04% | 368.54K | 1.92M | 201.67K | +120.86% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.01% | 102.55K | 535.31K | 36.8K | +55.97% |
| Sep 30, 2025 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0% | 17.13K | 89.42K | 612 | +3.71% |
| Sep 30, 2025 | SIMPLEX TRADING, LLC | 0% | 18.78K | 98K | 18.78K | +100.00% |
| Sep 30, 2025 | INSPIRE INVESTING, LLC | 0% | 19.38K | 101.17K | 691 | +3.70% |
| Sep 30, 2025 | BARCLAYS PLC | 0.01% | 76.37K | 398.66K | 76.37K | +100.00% |
| Sep 30, 2025 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0% | 23.71K | 124K | 23.71K | +100.00% |
| Sep 30, 2025 | CWM, LLC | 0% | 24.15K | 126K | 1.71K | +7.62% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 0% | 28.51K | 148.84K | 13.39K | +88.58% |
| Sep 30, 2025 | GLENMEDE INVESTMENT MANAGEMENT, LP | 0% | 31.84K | 166.21K | -6.04K | -15.94% |
| Sep 30, 2025 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.04% | 400.26K | 2.09M | 142.09K | +55.04% |
| Sep 30, 2025 | CUBIST SYSTEMATIC STRATEGIES, LLC | 0% | 35.28K | 184.14K | 35.28K | +100.00% |
| Sep 30, 2025 | INSPIRE ADVISORS, LLC | 0% | 38.93K | 203.2K | -1.81K | -4.45% |
| Sep 30, 2025 | CENTIVA CAPITAL, LP | 0% | 40.09K | 209.25K | 40.09K | +100.00% |
| Sep 30, 2025 | WEALTHSTREAM ADVISORS, INC. | 0% | 40.53K | 211.56K | 12.17K | +42.90% |
| Sep 30, 2025 | QUADRATURE CAPITAL LTD | 0% | 41.42K | 215.18K | 41.42K | +100.00% |
| Sep 30, 2025 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0% | 43.94K | 229.38K | 13.78K | +45.69% |
| Sep 30, 2025 | MARINER, LLC | 0.02% | 207.4K | 1.08M | 9.42K | +4.76% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.01% | 142.34K | 743.03K | 5.81K | +4.26% |
| Sep 30, 2025 | ETHIC INC. | 0.04% | 402.68K | 2.1M | 143K | +55.07% |
| Sep 30, 2025 | GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S. | 0.01% | 139.28K | 727.03K | 0 | 0 |
| Sep 30, 2025 | MORGAN STANLEY | 0.87% | 8.7M | 45.42M | 1.18M | +15.71% |
| Sep 30, 2025 | SLT HOLDINGS LLC | 0.02% | 150K | 783K | 150K | +100.00% |
| Sep 30, 2025 | STATE STREET CORP | 0.08% | 765.51K | 4M | 41.36K | +5.71% |
| Sep 30, 2025 | MARSHALL WACE, LLP | 0.09% | 858.29K | 4.48M | 842.55K | +5,351.22% |
| Sep 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.15% | 1.51M | 7.86M | 1.51M | +100.00% |
| Sep 30, 2025 | FMR LLC | 0.01% | 111.69K | 583.01K | 3.03K | +2.78% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.06% | 557.1K | 2.91M | 513.5K | +1,177.75% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 79.44K | 414.69K | 47.09K | +145.54% |
| Sep 30, 2025 | FIRST TRUST ADVISORS LP | 0.01% | 86.86K | 453.39K | 18.45K | +26.97% |
| Sep 30, 2025 | QUADRANT CAPITAL GROUP LLC | 0.01% | 88K | 459.33K | -87.95K | -49.99% |
| Sep 30, 2025 | D. E. SHAW & CO., INC. | 0.01% | 101.22K | 528.38K | 101.22K | +100.00% |
| Sep 30, 2025 | RONALD BLUE TRUST, INC. | 0% | 44.43K | 231.93K | -12.15K | -21.47% |
| Sep 30, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.02% | 150K | 783K | 150K | +100.00% |
| Sep 30, 2025 | HRT FINANCIAL LP | 0.02% | 160.65K | 838K | 160.65K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.02% | 167.88K | 876.33K | 73.97K | +78.77% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.02% | 175.84K | 917.88K | 156.13K | +792.00% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.02% | 176.56K | 921.66K | 108.4K | +159.03% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 128.15K | 668.94K | 128.15K | +100.00% |
| Sep 30, 2025 | BSW WEALTH PARTNERS | 0% | 45.12K | 235.53K | 27.42K | +154.96% |
| Sep 30, 2025 | XTX TOPCO LTD | 0% | 45.68K | 238.45K | 32.36K | +243.02% |
| Sep 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0.01% | 50.27K | 262.43K | 23.56K | +88.21% |
| Sep 30, 2025 | NATIXIS ADVISORS, L.P. | 0.01% | 51.31K | 268K | 51.31K | +100.00% |
| Sep 30, 2025 | CAPROCK GROUP, LLC | 0.01% | 54.33K | 239.6K | 54.33K | +100.00% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.01% | 56.38K | 294.3K | 56.38K | +100.00% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.01% | 62.4K | 325.73K | 62.4K | +100.00% |
| Sep 30, 2025 | WALLEYE CAPITAL LLC | 0.01% | 68.98K | 360.1K | 68.98K | +100.00% |
| Sep 30, 2025 | GAMMA INVESTING LLC | 0.01% | 73.92K | 385.88K | 8.29K | +12.63% |
| Jun 30, 2025 | FMR LLC | 0.02% | 108.66K | 371.63K | -9.65K | -8.15% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.02% | 83.82K | 286.65K | 2.64K | +3.25% |
| Jun 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.02% | 81.72K | 279.5K | -852 | -1.03% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.01% | 40.48K | 138.45K | 40.48K | +100.00% |
| Jun 30, 2025 | GLENMEDE INVESTMENT MANAGEMENT, LP | 0.01% | 37.88K | 129.55K | 37.88K | +100.00% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 200 | 684 | 0 | 0 |
| Jun 30, 2025 | GLEN EAGLE ADVISORS, LLC | 0% | 14 | 48 | 0 | 0 |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -28 | -100.00% |
| Jun 30, 2025 | BARCLAYS PLC | 0% | 0 | - | -36K | -100.00% |
| Jun 30, 2025 | CRESTWOOD ADVISORS GROUP LLC | 0% | 0 | - | -14.62K | -100.00% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | 142.14K | 486.12K | 35.44K | +33.22% |
| Jun 30, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.02% | 108.92K | 372.51K | 8.98K | +8.98% |
| Jun 30, 2025 | WEALTHSTREAM ADVISORS, INC. | 0.01% | 28.36K | 97K | 10.76K | +61.11% |
| Jun 30, 2025 | SAVANT CAPITAL, LLC | 0% | 0 | - | -11.49K | -100.00% |
| Jun 30, 2025 | SIMPLEX TRADING, LLC | 0% | 0 | - | -336 | -100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -58.65K | -100.00% |
| Jun 30, 2025 | VERDENCE CAPITAL ADVISORS LLC | 0% | 14.07K | 48.1K | 14.07K | +100.00% |
| Jun 30, 2025 | RESONANT CAPITAL ADVISORS, LLC | 0% | 13.87K | 47.44K | 13.87K | +100.00% |
| Jun 30, 2025 | VIDENT ADVISORY, LLC | 0.07% | 324.79K | 1.11M | -67.56K | -17.22% |
| Jun 30, 2025 | MARINER, LLC | 0.04% | 197.98K | 677.12K | 90.78K | +84.68% |
| Jun 30, 2025 | QUADRANT CAPITAL GROUP LLC | 0.04% | 175.95K | 601.74K | 134.43K | +323.82% |
| Jun 30, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 56.58K | 193.49K | -10.9K | -16.15% |
| Jun 30, 2025 | MARSHALL WACE, LLP | 0% | 15.75K | 53.85K | 15.75K | +100.00% |
| Jun 30, 2025 | SRS CAPITAL ADVISORS, INC. | 0% | 3.06K | 10.47K | 3.06K | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 1.63K | 5.59K | 1.63K | +100.00% |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0% | 1.24K | 4.25K | 1.24K | +100.00% |
| Jun 30, 2025 | PHYSICIAN WEALTH ADVISORS, INC. | 0% | 700 | 2.39K | 700 | +100.00% |
| Jun 30, 2025 | SYVERSON STREGE & CO | 0% | 13.72K | 46.92K | 13.72K | +100.00% |
| Jun 30, 2025 | XTX TOPCO LTD | 0% | 13.32K | 45.54K | 13.32K | +100.00% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 12.85K | 43.94K | -3.83K | -22.95% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0% | 12.8K | 44K | 12.8K | +100.00% |
| Jun 30, 2025 | MGO ONE SEVEN LLC | 0% | 11.81K | 40.38K | 11.81K | +100.00% |
| Jun 30, 2025 | NEWSQUARE CAPITAL LLC | 0% | 5K | 17.11K | 3.82K | +321.40% |
| Jun 30, 2025 | IFS ADVISORS, LLC | 0% | 3.04K | 10.4K | 0 | 0 |
| Jun 30, 2025 | WEALTHCOLLAB, LLC | 0% | 1.73K | 5.9K | 643 | +59.43% |
| Jun 30, 2025 | UBS GROUP AG | 0.02% | 93.91K | 321.17K | -32.69K | -25.82% |
| Jun 30, 2025 | LAIRD NORTON TRUST COMPANY, LLC | 0.01% | 37.09K | 126.85K | -17.2K | -31.68% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 32.36K | 110.65K | 12.19K | +60.48% |
| Jun 30, 2025 | CI PRIVATE WEALTH, LLC | 0.04% | 180.7K | 618K | 44.74K | +32.91% |
| Jun 30, 2025 | 0.03% | 139.28K | 476.33K | 0 | 0 | |
| Jun 30, 2025 | FIRST TRUST ADVISORS LP | 0.01% | 68.41K | 233.95K | 17.96K | +35.60% |
| Jun 30, 2025 | PDS PLANNING, INC | 0.01% | 66.68K | 228.03K | 19.41K | +41.07% |
| Jun 30, 2025 | CITIGROUP INC | 0.01% | 52.07K | 178.08K | -7.4K | -12.45% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.01% | 43.6K | 149.11K | 43.6K | +100.00% |
| Jun 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0.01% | 26.71K | 91.35K | 5.92K | +28.48% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.01% | 26.63K | 91.07K | -8.11K | -23.34% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0% | 19.71K | 67.42K | 19.71K | +100.00% |
| Jun 30, 2025 | DIVERSIFIED TRUST CO | 0% | 16.38K | 56.03K | 16.38K | +100.00% |
| Jun 30, 2025 | YOUSIF CAPITAL MANAGEMENT, LLC | 0% | 16.34K | 55.88K | 5.26K | +47.41% |
| Jun 30, 2025 | XPONANCE, INC. | 0% | 16.32K | 55.8K | 0 | 0 |
| Jun 30, 2025 | CWM, LLC | 0% | 22.44K | 77K | 891 | +4.14% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.01% | 65.75K | 224.87K | 1.43K | +2.22% |
| Jun 30, 2025 | GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S. | 0.03% | 139.28K | 476.33K | 0 | 0 |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0.01% | 65.64K | 224.47K | 43.63K | +198.33% |
| Jun 30, 2025 | IEQ CAPITAL, LLC | 0.01% | 59.49K | 203.45K | 38.66K | +185.57% |
| Jun 30, 2025 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0% | 19.55K | 66.86K | 19.55K | +100.00% |
| Jun 30, 2025 | BSW WEALTH PARTNERS | 0% | 17.7K | 60.52K | 4.3K | +32.08% |
| Jun 30, 2025 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0% | 16.41K | 56.12K | 16.41K | +100.00% |
| Jun 30, 2025 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0% | 16.52K | 56.49K | 16.52K | +100.00% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0% | 12.7K | 43.44M | 12.7K | +100.00% |
| Jun 30, 2025 | MORGAN STANLEY | 1.5% | 7.52M | 25.72M | 916.65K | +13.88% |
| Jun 30, 2025 | INSPIRE INVESTING, LLC | 0% | 18.69K | 63.92K | 4.26K | +29.51% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.76% | 3.81M | 13.04M | -16.2K | -0.42% |
| Jun 30, 2025 | INVESTORS RESEARCH CORP | 0% | 5.3K | 18.13K | 0 | 0 |
| Jun 30, 2025 | BLACKROCK, INC. | 0.01% | 68.16K | 233.12K | 41.39K | +154.55% |
| Jun 30, 2025 | INSPIRE ADVISORS, LLC | 0.01% | 40.74K | 139.33K | 462 | +1.15% |
| Jun 30, 2025 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.01% | 30.16K | 103.16K | 16.01K | +113.11% |
| Jun 30, 2025 | BELL INVESTMENT ADVISORS, INC | 0% | 564 | 1.93K | 0 | 0 |
| Jun 30, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0% | 560 | 1.92K | -32 | -5.41% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0% | 545 | 1.86K | 226 | +70.85% |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.3% | 1.51M | 5.17M | 161.41K | +11.96% |
| Jun 30, 2025 | ABOUND WEALTH MANAGEMENT | 0% | 264 | 903 | 64 | +32.00% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 200 | 684 | 0 | 0 |
| Jun 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.18% | 908.15K | 3.11M | -459.04K | -33.58% |
| Jun 30, 2025 | STATE STREET CORP | 0.14% | 724.15K | 2.48M | 19.36K | +2.75% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0.08% | 375.54K | 1.28M | 12.2K | +3.36% |
| Jun 30, 2025 | ETHIC INC. | 0.05% | 259.67K | 903.66K | 95.68K | +58.34% |
| Jun 30, 2025 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.05% | 258.16K | 882.91K | 82.21K | +46.72% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.03% | 166.87K | 570.69K | 9.69K | +6.17% |
| Jun 30, 2025 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.03% | 145.36K | 497.12K | -67.78K | -31.80% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.03% | 136.53K | 466.93K | 7.87K | +6.11% |
| Mar 31, 2025 | UBS GROUP AG | 0.03% | 126.6K | 393.73K | 123.3K | +3,737.56% |
| Mar 31, 2025 | CWM, LLC | 0% | 21.55K | 67K | 870 | +4.21% |
| Mar 31, 2025 | INSPIRE ADVISORS, LLC | 0.01% | 40.28K | 125.26K | 370 | +0.93% |
| Mar 31, 2025 | MARINER, LLC | 0.02% | 107.2K | 333.57K | 27.15K | +33.91% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.01% | 34.74K | 108.03K | 197 | +0.57% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.77% | 3.83M | 11.9M | -21.4K | -0.56% |
| Mar 31, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.27% | 1.37M | 4.25M | -4.1K | -0.30% |
| Mar 31, 2025 | ETHIC INC. | 0.03% | 164K | 505.11K | 76.63K | +87.72% |
| Mar 31, 2025 | CERITY PARTNERS LLC | 0.03% | 128.66K | 400.14K | 107.17K | +498.57% |
| Mar 31, 2025 | 0.03% | 139.28K | 433.15K | 0 | 0 | |
| Mar 31, 2025 | CI PRIVATE WEALTH, LLC | 0.03% | 135.96K | 422.83K | -12.43K | -8.37% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.27% | 1.35M | 4.2M | 33.87K | +2.58% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.02% | 81.18K | 252.46K | 12.55K | +18.28% |
| Mar 31, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 67.47K | 209.85K | 12.57K | +22.90% |
| Mar 31, 2025 | FIRST TRUST ADVISORS LP | 0.01% | 50.45K | 156.89K | 16.04K | +46.62% |
| Mar 31, 2025 | PDS PLANNING, INC | 0.01% | 47.26K | 146.99K | 23.48K | +98.74% |
| Mar 31, 2025 | QUADRANT CAPITAL GROUP LLC | 0.01% | 41.52K | 129.11K | 16.77K | +67.78% |
| Mar 31, 2025 | BARCLAYS PLC | 0.01% | 36K | 112K | 36K | +100.00% |
| Mar 31, 2025 | NATURAL INVESTMENTS, LLC | 0.01% | 30.87K | 96K | 0 | 0 |
| Mar 31, 2025 | BLACKROCK, INC. | 0.01% | 26.78K | 83.28K | -8.03K | -23.07% |
| Mar 31, 2025 | TOWNSQUARE CAPITAL LLC | 0% | 23.08K | 71.76K | 12.08K | +109.83% |
| Mar 31, 2025 | GAMMA INVESTING LLC | 0% | 22K | 68.42K | 17.38K | +376.11% |
| Mar 31, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 20.79K | 64.66K | -1.07K | -4.89% |
| Mar 31, 2025 | SIVIA CAPITAL PARTNERS, LLC | 0% | 18.1K | 56.29K | -2.03K | -10.07% |
| Mar 31, 2025 | WEALTHSTREAM ADVISORS, INC. | 0% | 17.6K | 54.75K | 17.6K | +100.00% |
| Mar 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 16.67K | 51.86K | 4.58K | +37.81% |
| Mar 31, 2025 | XPONANCE, INC. | 0% | 16.32K | 50.75K | 16.32K | +100.00% |
| Mar 31, 2025 | CRESTWOOD ADVISORS GROUP LLC | 0% | 14.62K | 45.47K | 14.62K | +100.00% |
| Mar 31, 2025 | STATE STREET CORP | 0.14% | 704.79K | 2.19M | 64.46K | +10.07% |
| Mar 31, 2025 | VIDENT ADVISORY, LLC | 0.08% | 392.35K | 1.22M | 123.99K | +46.20% |
| Mar 31, 2025 | IEQ CAPITAL, LLC | 0% | 20.83K | 64.78K | 20.83K | +100.00% |
| Mar 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 20.16K | 62.7K | 6.88K | +51.79% |
| Mar 31, 2025 | CAPROCK GROUP, LLC | 0% | 19.92K | 61.94K | 2.77K | +16.17% |
| Mar 31, 2025 | SCHECHTER INVESTMENT ADVISORS, LLC | 0% | 19.77K | 61.48K | -16.29K | -45.18% |
| Mar 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.02% | 82.58K | 256.81K | 1.59K | +1.96% |
| Mar 31, 2025 | FMR LLC | 0.02% | 118.31K | 367.94K | 82.25K | +228.07% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.01% | 64.32K | 200.04K | -13.32K | -17.16% |
| Mar 31, 2025 | CITIGROUP INC | 0.01% | 59.47K | 184.96K | 27.1K | +83.73% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.01% | 58.65K | 182.4K | 20.29K | +52.88% |
| Mar 31, 2025 | LAIRD NORTON TRUST COMPANY, LLC | 0.01% | 54.29K | 168.84K | 12.12K | +28.73% |
| Mar 31, 2025 | MORGAN STANLEY | 1.32% | 6.6M | 20.53M | 1.48M | +28.94% |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.07% | 363.34K | 1.13M | 8.14K | +2.29% |
| Mar 31, 2025 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.04% | 213.14K | 662.85K | 0 | 0 |
| Mar 31, 2025 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.04% | 175.95K | 547.22K | 80.03K | +83.43% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.03% | 157.17K | 488.81K | 328 | +0.21% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | 106.7K | 331.82K | 18.61K | +21.13% |
| Mar 31, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.02% | 99.94K | 310.83K | 61.68K | +161.19% |
| Mar 31, 2025 | ORION PORTFOLIO SOLUTIONS, LLC | 0.02% | 82.58K | 256.81K | 1.59K | +1.96% |
| Mar 31, 2025 | GLENMEDE TRUST CO NA | 0.01% | 33.63K | 104.59K | -14.57K | -30.22% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0% | 17.9K | 55.67K | 11K | +159.42% |
| Mar 31, 2024 | WEALTHSTREAM ADVISORS, INC. | 0.01% | 26.37K | 108.12K | 15.37K | +139.76% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.03% | 114.05K | 467.59K | 7.77K | +7.31% |
| Mar 31, 2024 | BARCLAYS PLC | 0.05% | 183.5K | 752K | 183.5K | +100.00% |
| Mar 31, 2024 | STATE STREET CORP | 0.16% | 606.25K | 2.49M | 162.77K | +36.70% |
| Mar 31, 2024 | MORGAN STANLEY | 1.89% | 7.36M | 30.19M | 2.01M | +37.62% |
| Mar 31, 2024 | MERCER GLOBAL ADVISORS INC /ADV | 0% | 13.44K | 55K | 2.69K | +25.00% |
| Mar 31, 2024 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 13.59K | 54.91K | 6.84K | +101.18% |
| Mar 31, 2024 | CWM, LLC | 0% | 18.07K | 74K | 7.21K | +66.39% |
| Mar 31, 2024 | TWO SIGMA ADVISERS, LP | 0% | 18.9K | 77.49K | 700 | +3.85% |
| Mar 31, 2024 | ETHIC INC. | 0.02% | 80.56K | 330.31K | -20.79K | -20.51% |
| Mar 31, 2024 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.02% | 83.65K | 342.98K | 48.64K | +138.94% |
| Mar 31, 2024 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.02% | 88.76K | 363.92K | 36.48K | +69.79% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | 105.23K | 431.42K | 40.69K | +63.06% |
| Mar 31, 2024 | BLACKROCK INC. | 0.03% | 116.47K | 477.51K | -699 | -0.60% |
| Mar 31, 2024 | VIDENT ADVISORY, LLC | 0.04% | 148.82K | 610.15K | 11.32K | +8.24% |
| Mar 31, 2024 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.15% | 567.02K | 2.32M | 281.68K | +98.71% |
| Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 0.28% | 1.11M | 4.54M | 301.18K | +37.34% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 0.99% | 3.87M | 15.89M | -10.19K | -0.26% |
| Mar 31, 2024 | HRT FINANCIAL LP | 0% | 14.29K | 58K | 14.29K | +100.00% |
| Mar 31, 2024 | ALERA INVESTMENT ADVISORS, LLC | 0% | 14.43K | 59.17K | 3.52K | +32.22% |
| Mar 31, 2024 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 16.43K | 67.38K | 3.57K | +27.78% |
| Mar 31, 2024 | CITIGROUP INC | 0.01% | 20.73K | 82.83K | 14.06K | +210.79% |
| Mar 31, 2024 | ORION PORTFOLIO SOLUTIONS, LLC | 0.01% | 23.97K | 98.26K | -5.81K | -19.50% |
| Mar 31, 2024 | FIRST TRUST DIRECT INDEXING L.P. | 0.01% | 24.21K | 99.26K | -249.36K | -91.15% |
| Mar 31, 2024 | FLOW TRADERS U.S. LLC | 0.01% | 25.39K | 104K | 25.39K | +100.00% |
| Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 0.01% | 26.3K | 107.83K | -7.07K | -21.18% |
| Mar 31, 2024 | FMR LLC | 0.01% | 27.99K | 114.74K | -34.65K | -55.32% |
| Mar 31, 2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.01% | 28.3K | 116.03K | 28.3K | +100.00% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.01% | 29.02K | 118.97K | -8.5K | -22.65% |
| Mar 31, 2024 | PDS PLANNING, INC | 0.01% | 31.33K | 128.47K | 5.29K | +20.31% |
| Mar 31, 2024 | INTELLIGENCE DRIVEN ADVISERS, LLC | 0.01% | 31.44K | 128.88K | 11.83K | +60.32% |
| Mar 31, 2024 | SIVIA CAPITAL PARTNERS, LLC | 0.01% | 35.19K | 144.26K | 8.73K | +33.01% |
| Mar 31, 2024 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.01% | 38.58K | 158.16K | 19.39K | +101.03% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.01% | 41.01K | 168.13K | -778 | -1.86% |
| Mar 31, 2024 | SEEDS INVESTOR LLC | 0.01% | 47.28K | 193.85K | 47.28K | +100.00% |
| Mar 31, 2024 | MARINER, LLC | 0.01% | 56.29K | 230.8K | 1.57K | +2.87% |
| Mar 31, 2024 | CERITY PARTNERS LLC | 0.02% | 63.94K | 262.17K | 2.27K | +3.68% |
| Mar 31, 2024 | POINT72 ASSET MANAGEMENT, L.P. | 0.02% | 70.8K | 290.28K | 33K | +87.30% |
| Mar 31, 2024 | MARSHALL WACE, LLP | 0.02% | 82.04K | 336.38K | 15.43K | +23.16% |
| Mar 31, 2024 | SCHONFELD STRATEGIC ADVISORS LLC | 0.04% | 144.09K | 590.76K | 115.59K | +405.57% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.04% | 150.59K | 617.43K | 44.96K | +42.57% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.03% | 110.24K | 451.98K | -106K | -49.02% |
| Mar 31, 2024 | QRG CAPITAL MANAGEMENT, INC. | 0% | 13.07K | 53.58K | 1.4K | +12.01% |
| Mar 31, 2024 | BNP PARIBAS ARBITRAGE, SNC | 0.02% | 79.58K | 326.29K | 40.04K | +101.23% |
| Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 0.05% | 201.73K | 827.11K | 54.5K | +37.01% |
| Mar 31, 2024 | SIMPLEX TRADING, LLC | 0% | 953 | 3K | -707 | -42.59% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 1.28K | 5.23K | 101 | +8.60% |
| Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0% | 2K | 8.2K | 2K | +100.00% |
| Mar 31, 2024 | UBS GROUP AG | 0% | 3.54K | 14.52K | 827 | +30.47% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 4.51K | 18.47K | 1 | +0.02% |
| Mar 31, 2024 | RISE ADVISORS, LLC | 0% | 4.74K | 19.41K | 4.74K | +100.00% |
| Mar 31, 2024 | GAMMA INVESTING LLC | 0% | 5.15K | 21.1K | 2.97K | +136.01% |
| Mar 31, 2024 | GROUP ONE TRADING, L.P. | 0% | 5.8K | 23.8K | 5.8K | +100.00% |
| Mar 31, 2024 | INVESTORS RESEARCH CORP | 0% | 6.1K | 25.01K | 1.7K | +38.64% |
| Mar 31, 2024 | RONALD BLUE TRUST, INC. | 0% | 7.7K | 31.57K | -7.1K | -47.97% |
| Mar 31, 2024 | SUNBELT SECURITIES, INC. | 0% | 7.89K | 32.33K | 7.89K | +100.00% |
| Mar 31, 2024 | XPONANCE, INC. | 0% | 10.19K | 41.78K | 18 | +0.18% |
| Mar 31, 2024 | YOUSIF CAPITAL MANAGEMENT, LLC | 0% | 11.09K | 45.45K | 0 | 0 |
| Mar 31, 2024 | HB WEALTH MANAGEMENT, LLC | 0% | 11.12K | 45.6K | 11.12K | +100.00% |
| Mar 31, 2024 | XTX TOPCO LTD | 0% | 12.23K | 50.15K | -8.5K | -40.99% |
| Mar 31, 2024 | IEQ CAPITAL, LLC | 0% | 14.61K | 59.88K | 14.61K | +100.00% |
| Mar 31, 2024 | INSPIRE ADVISORS, LLC | 0.01% | 33.08K | 135.62K | 5.88K | +21.60% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.01% | 43.33K | 177.65K | -6.2K | -12.52% |
| Mar 31, 2024 | RHUMBLINE ADVISERS | 0.13% | 515.64K | 2.11M | -8.47K | -1.62% |
| Dec 31, 2023 | OLD MISSION CAPITAL LLC | 0.01% | 44.54K | 214.66K | 13.11K | +41.73% |
| Dec 31, 2023 | XTX TOPCO LTD | 0% | 20.73K | 99.91K | 20.73K | +100.00% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.01% | 49.53K | 238.74K | 2.92K | +6.26% |
| Dec 31, 2023 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.01% | 52.28K | 251.98K | -9.2K | -14.96% |
| Dec 31, 2023 | TWO SIGMA INVESTMENTS, LP | 0.01% | 53.35K | 257.16K | 37.15K | +229.34% |
| Dec 31, 2023 | MARINER, LLC | 0.01% | 54.72K | 263.76K | -11.49K | -17.36% |
| Dec 31, 2023 | CERITY PARTNERS LLC | 0.01% | 61.68K | 297.28K | -27.03K | -30.47% |
| Dec 31, 2023 | FMR LLC | 0.01% | 62.63K | 301.88K | 18.48K | +41.86% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 64.53K | 311.05K | -3.37K | -4.97% |
| Dec 31, 2023 | D. E. SHAW & CO., INC. | 0.01% | 46.05K | 221.97K | 46.05K | +100.00% |
| Dec 31, 2023 | MARSHALL WACE, LLP | 0.01% | 66.62K | 321.09K | 66.62K | +100.00% |
| Dec 31, 2023 | ETHIC INC. | 0.01% | 101.35K | 488.52K | -22.18K | -17.95% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.01% | 105.63K | 509.13K | -21.72K | -17.05% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.01% | 106.28K | 512.27K | 8.26K | +8.42% |
| Dec 31, 2023 | BLACKROCK INC. | 0.02% | 117.17K | 564.74K | 426 | +0.36% |
| Dec 31, 2023 | VIDENT ADVISORY, LLC | 0.02% | 137.49K | 662.73K | -42.24K | -23.50% |
| Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 0.02% | 147.24K | 709.69K | -7.45K | -4.81% |
| Dec 31, 2023 | MILLENNIUM MANAGEMENT LLC | 0.02% | 144.1K | 694.56K | 144.1K | +100.00% |
| Dec 31, 2023 | FIRST TRUST DIRECT INDEXING L.P. | 0.04% | 273.57K | 1.32M | -102.67K | -27.29% |
| Dec 31, 2023 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.04% | 285.35K | 1.38M | 79.64K | +38.72% |
| Dec 31, 2023 | STATE STREET CORP | 0.06% | 443.48K | 2.14M | 12.17K | +2.82% |
| Dec 31, 2023 | RHUMBLINE ADVISERS | 0.07% | 524.1K | 2.53M | 61.55K | +13.31% |
| Dec 31, 2023 | AMERICAN CENTURY COMPANIES INC | 0.11% | 806.54K | 3.89M | 65.86K | +8.89% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 0.54% | 3.89M | 18.74M | -37K | -0.94% |
| Dec 31, 2023 | MORGAN STANLEY | 0.75% | 5.35M | 25.79M | -128.73K | -2.35% |
| Dec 31, 2023 | YOUSIF CAPITAL MANAGEMENT, LLC | 0% | 11.09K | 53.43K | 0 | 0 |
| Dec 31, 2023 | CAPROCK GROUP, LLC | 0% | 11.5K | 55.44K | -918 | -7.39% |
| Dec 31, 2023 | 0% | 11.67K | 56.23K | -17.03K | -59.34% | |
| Dec 31, 2023 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0% | 12.72K | 61.3K | -17.59K | -58.03% |
| Dec 31, 2023 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 12.86K | 61.99K | 1.11K | +9.43% |
| Dec 31, 2023 | VIRTU FINANCIAL LLC | 0% | 13.14K | 63K | 13.14K | +100.00% |
| Dec 31, 2023 | DRIVE WEALTH MANAGEMENT, LLC | 0% | 13.39K | 64.54K | 13.39K | +100.00% |
| Dec 31, 2023 | RONALD BLUE TRUST, INC. | 0% | 14.8K | 72K | 6.17K | +71.46% |
| Dec 31, 2023 | TWO SIGMA ADVISERS, LP | 0% | 18.2K | 87.72K | 5.4K | +42.19% |
| Dec 31, 2023 | MQS MANAGEMENT LLC | 0% | 18.37K | 88.55K | 18.37K | +100.00% |
| Dec 31, 2023 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0% | 19.19K | 92.49K | 3.2K | +19.98% |
| Dec 31, 2023 | INTELLIGENCE DRIVEN ADVISERS, LLC | 0% | 19.61K | 84.51K | 5.94K | +43.41% |
| Dec 31, 2023 | PDS PLANNING, INC | 0% | 26.04K | 125.53K | -13.46K | -34.07% |
| Dec 31, 2023 | SCHECHTER INVESTMENT ADVISORS, LLC | 0% | 27.11K | 130.67K | 27.11K | +100.00% |
| Dec 31, 2023 | INSPIRE ADVISORS, LLC | 0% | 27.2K | 131.12K | 9.73K | +55.64% |
| Dec 31, 2023 | SCHONFELD STRATEGIC ADVISORS LLC | 0% | 28.5K | 137.37K | -7.3K | -20.39% |
| Dec 31, 2023 | ORION PORTFOLIO SOLUTIONS, LLC | 0% | 29.77K | 161.35K | -3.43K | -10.33% |
| Dec 31, 2023 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0% | 35.01K | 168.75K | -17.14K | -32.87% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.01% | 37.52K | 180.83K | -18.75K | -33.32% |
| Dec 31, 2023 | POINT72 ASSET MANAGEMENT, L.P. | 0.01% | 37.8K | 182.2K | 37.8K | +100.00% |
| Dec 31, 2023 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 39.55K | 190.62K | 9.6K | +32.03% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.01% | 41.79K | 201.41K | -5.7K | -12.00% |