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About 4.56% of LYG shares are held by financial institutions. ASSETMARK, INC is the top corporate investor, holding 2.76M shares valued at $12.51M. A 0.02% stake in Lloyds Banking Group plc is owned by the company. owns 14.08M shares valued at $63.93M, which translates its holding of 0.09% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Sep 30, 2025 | ASSETMARK, INC | 0.02% | 2.76M | 12.51M | 727.21K | +35.85% |
| Sep 30, 2025 | 0.09% | 14.08M | 63.93M | 14.08M | +100.00% | |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.01% | 2.13M | 9.69M | 622.06K | +41.13% |
| Sep 30, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.02% | 2.86M | 12.98M | 139.38K | +5.13% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.09% | 14.28M | 64.83M | 541.5K | +3.94% |
| Sep 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.14% | 21.62M | 98.17M | -1.47M | -6.37% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.07% | 9.88M | 44.87M | -381.17K | -3.71% |
| Sep 30, 2025 | MORGAN STANLEY | 0.17% | 25.46M | 115.6M | 818.61K | +3.32% |
| Sep 30, 2025 | HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 0.01% | 832.33K | 3.78M | -236 | -0.03% |
| Sep 30, 2025 | CITIGROUP INC | 0.01% | 861.31K | 3.91M | -894 | -0.10% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.01% | 867.1K | 3.94M | 18.43K | +2.17% |
| Sep 30, 2025 | TIMBER CREEK CAPITAL MANAGEMENT LLC | 0.01% | 872.42K | 3.96M | -4.86K | -0.55% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 914.13K | 4.15M | -2.7M | -74.74% |
| Sep 30, 2025 | EAGLE GLOBAL ADVISORS LLC | 0.01% | 930K | 4.22M | 230K | +32.86% |
| Sep 30, 2025 | MARINER, LLC | 0.01% | 891.51K | 4.05M | 40.04K | +4.70% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.01% | 1.07M | 4.86M | -4.18M | -79.59% |
| Sep 30, 2025 | NATIXIS ADVISORS, L.P. | 0.01% | 1.63M | 7.39M | -5.86K | -0.36% |
| Sep 30, 2025 | BARD FINANCIAL SERVICES, INC. | 0.01% | 1.65M | 7.49M | -403.47K | -19.65% |
| Sep 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.01% | 1.76M | 7.97M | 548.01K | +45.40% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.01% | 1.85M | 8.4M | 701.99K | +61.13% |
| Sep 30, 2025 | CIBC WORLD MARKET INC. | 0.02% | 3.47M | 15.74M | -61.91K | -1.75% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.01% | 962.07K | 4.37M | -1.3M | -57.45% |
| Sep 30, 2025 | RITHOLTZ WEALTH MANAGEMENT | 0.01% | 969.55K | 4.4M | 37.47K | +4.02% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.01% | 991.34K | 4.5M | 62.92K | +6.78% |
| Sep 30, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 1.02M | 4.62M | -39.82K | -3.76% |
| Sep 30, 2025 | CREATIVE PLANNING | 0.01% | 1.46M | 6.61M | 83.61K | +6.10% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.01% | 1.98M | 9M | 320.91K | +19.32% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.01% | 1.98M | 9M | 180.28K | +10.00% |
| Sep 30, 2025 | CLEARBRIDGE INVESTMENTS, LLC | 0.01% | 2.08M | 9.45M | -197.93K | -8.68% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.02% | 2.28M | 10.35M | 440.14K | +23.92% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.07% | 11.23M | 51M | 896.21K | +8.67% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.09% | 13.45M | 61.05M | -488.71K | -3.51% |
| Sep 30, 2025 | FMR LLC | 0.26% | 39.04M | 177.26M | 3.94M | +11.22% |
| Sep 30, 2025 | MONDRIAN INVESTMENT PARTNERS LTD | 0.41% | 62.78M | 285M | 62.78M | +100.00% |
| Sep 30, 2025 | FISHER ASSET MANAGEMENT, LLC | 0.99% | 149.96M | 680.81M | 1.13M | +0.76% |
| Sep 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 408.81K | 1.86M | -18.53K | -4.34% |
| Sep 30, 2025 | CAPROCK GROUP, LLC | 0% | 428.95K | 1.88M | 428.95K | +100.00% |
| Sep 30, 2025 | AMG NATIONAL TRUST BANK | 0% | 455.94K | 2.07M | -11.48K | -2.46% |
| Sep 30, 2025 | VESTMARK ADVISORY SOLUTIONS, INC. | 0% | 465.19K | 2.11M | -82.65K | -15.09% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0% | 490.38K | 2.23M | 8.63K | +1.79% |
| Sep 30, 2025 | FIRST TRUST ADVISORS LP | 0% | 496.84K | 2.26M | -82.2K | -14.20% |
| Sep 30, 2025 | ABC ARBITRAGE SA | 0% | 497.7K | 2.26M | 100.26K | +25.23% |
| Sep 30, 2025 | NEWEDGE WEALTH, LLC | 0% | 513.33K | 2.42M | 83.59K | +19.45% |
| Sep 30, 2025 | PATHSTONE HOLDINGS, LLC | 0% | 540.48K | 2.45M | 20.1K | +3.86% |
| Sep 30, 2025 | COOKSON PEIRCE & CO INC | 0% | 543.68K | 2.47M | 11.08K | +2.08% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0% | 591.8K | 2.69M | 13.11K | +2.27% |
| Sep 30, 2025 | INSPIRE INVESTING, LLC | 0% | 628.31K | 2.85M | 5.07K | +0.81% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 0% | 634.17K | 2.88M | 32.9K | +5.47% |
| Sep 30, 2025 | OPPENHEIMER ASSET MANAGEMENT INC. | 0% | 724.85K | 3.29M | 35.39K | +5.13% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.01% | 755.41K | 3.43M | 70.75K | +10.33% |
| Sep 30, 2025 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.01% | 822.76K | 3.74M | 48.61K | +6.28% |
| Sep 30, 2025 | US BANCORP \DE\ | 0.01% | 1.05M | 4.76M | 213.88K | +25.66% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 1.05M | 4.77M | 940.41K | +850.80% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.01% | 1.11M | 5.04M | -75.23K | -6.35% |
| Sep 30, 2025 | LOGAN CAPITAL MANAGEMENT INC | 0.01% | 1.15M | 5.2M | -66.05K | -5.45% |
| Sep 30, 2025 | BECK BODE, LLC | 0.01% | 1.27M | 5.75M | 30.94K | +2.50% |
| Sep 30, 2025 | QRG CAPITAL MANAGEMENT, INC. | 0.01% | 1.34M | 6.07M | -849.15K | -38.83% |
| Sep 30, 2025 | ETHIC INC. | 0.01% | 1.42M | 6.46M | 108.6K | +8.26% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.03% | 4.28M | 19.41M | -45.92K | -1.06% |
| Sep 30, 2025 | CROSSMARK GLOBAL HOLDINGS, INC. | 0.03% | 5.08M | 23.06M | 211.92K | +4.35% |
| Sep 30, 2025 | UBS GROUP AG | 0.04% | 6.61M | 30.03M | 2.32M | +53.95% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.06% | 8.41M | 38.16M | -144.46K | -1.69% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.06% | 8.82M | 40.02M | 1.31M | +17.44% |
| Sep 30, 2025 | AQUATIC CAPITAL MANAGEMENT LLC | 0.01% | 1.45M | 6.6M | -257.72K | -15.07% |
| Sep 30, 2025 | JANNEY CAPITAL MANAGEMENT LLC | 0.02% | 3.07M | 13.93M | -48.33K | -1.55% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.03% | 5.17M | 23.47M | -6M | -53.73% |
| Sep 30, 2025 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.04% | 6.33M | 28.73M | -487.91K | -7.16% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.05% | 8.11M | 36.83M | 1.31M | +19.19% |
| Sep 30, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.09% | 14.13M | 64.15M | 622.55K | +4.61% |
| Sep 30, 2025 | COLONY GROUP, LLC | 0.01% | 937.41K | 4.26M | 37.91K | +4.21% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.17% | 25.43M | 115.47M | -1.31M | -4.92% |
| Jun 30, 2025 | QUADRANT CAPITAL GROUP LLC | 0% | 335.93K | 1.43M | -144.56K | -30.09% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0% | 1.15M | 4.88M | 18.54K | +1.64% |
| Jun 30, 2025 | COLONY GROUP, LLC | 0% | 899.5K | 3.82M | 82.01K | +10.03% |
| Jun 30, 2025 | NEWEDGE WEALTH, LLC | 0% | 429.74K | 1.87M | 8.71K | +2.07% |
| Jun 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 427.34K | 1.82B | 427.34K | +100.00% |
| Jun 30, 2025 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 0% | 420.06K | 1.79M | 0 | 0 |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 8.55M | 36.34M | -1.94M | -18.52% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.01% | 7.51M | 31.9M | -692.98K | -8.45% |
| Jun 30, 2025 | CROSSMARK GLOBAL HOLDINGS, INC. | 0.01% | 4.87M | 20.69M | 35.72K | +0.74% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 4.32M | 18.37M | -2.4M | -35.75% |
| Jun 30, 2025 | CIBC WORLD MARKET INC. | 0.01% | 3.53M | 15M | -51.86K | -1.45% |
| Jun 30, 2025 | JANNEY CAPITAL MANAGEMENT LLC | 0.01% | 3.12M | 13.24M | -58.33K | -1.84% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0% | 2.26M | 9.61M | 1.45M | +178.32% |
| Jun 30, 2025 | BARD FINANCIAL SERVICES, INC. | 0% | 2.05M | 8.73M | -215.7K | -9.51% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0% | 1.8M | 7.66M | -205.36K | -10.23% |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0% | 1.18M | 5.04M | -533.18K | -31.04% |
| Jun 30, 2025 | RITHOLTZ WEALTH MANAGEMENT | 0% | 932.08K | 3.96M | -254.26K | -21.43% |
| Jun 30, 2025 | TIMBER CREEK CAPITAL MANAGEMENT LLC | 0% | 877.28K | 3.8M | -307.17K | -25.93% |
| Jun 30, 2025 | CITIGROUP INC | 0% | 862.21K | 3.66M | -312.02K | -26.57% |
| Jun 30, 2025 | UBS GROUP AG | 0.01% | 4.3M | 18.26M | 3.05M | +245.34% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 3.62M | 15.38M | 1.17M | +48.00% |
| Jun 30, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0% | 2.72M | 11.56M | -1.06M | -28.08% |
| Jun 30, 2025 | VIDENT ADVISORY, LLC | 0% | 461K | 1.96M | 25.26K | +5.80% |
| Jun 30, 2025 | FISHER ASSET MANAGEMENT, LLC | 0.25% | 148.83M | 632.52M | 16.71M | +12.64% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.02% | 10.34M | 43.94M | 1.23M | +13.49% |
| Jun 30, 2025 | 0% | 397.45K | 1.69M | 397.45K | +100.00% | |
| Jun 30, 2025 | SYMMETRY INVESTMENTS LP | 0% | 389.9K | 1.66M | 389.9K | +100.00% |
| Jun 30, 2025 | TWO SIGMA SECURITIES, LLC | 0% | 386.58K | 1.64M | 386.58K | +100.00% |
| Jun 30, 2025 | TWIN CITY PRIVATE WEALTH, LLC | 0% | 386.1K | 1.64M | 118.11K | +44.07% |
| Jun 30, 2025 | HF ADVISORY GROUP, LLC | 0% | 384.37K | 1.63M | 29.62K | +8.35% |
| Jun 30, 2025 | PARK AVENUE SECURITIES LLC | 0% | 355.85K | 1.51M | -122.48K | -25.61% |
| Jun 30, 2025 | ATOMI FINANCIAL GROUP, INC. | 0% | 349.02K | 1.48M | 169.35K | +94.25% |
| Jun 30, 2025 | MARSHALL WACE, LLP | 0% | 341.76K | 1.45M | -305.65K | -47.21% |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 306.84K | 1.3M | 18.06K | +6.26% |
| Jun 30, 2025 | KOSS-OLINGER CONSULTING, LLC | 0% | 304.05K | 1.29M | -3.3K | -1.07% |
| Jun 30, 2025 | CALLAN FAMILY OFFICE, LLC | 0% | 254.05K | 1.08M | 183.1K | +258.04% |
| Jun 30, 2025 | RMB CAPITAL MANAGEMENT, LLC | 0% | 252K | 1.07M | -37.77K | -13.03% |
| Jun 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0% | 245.52K | 1.04M | -9.44K | -3.70% |
| Jun 30, 2025 | VOYA FINANCIAL ADVISORS, INC. | 0% | 240.89K | 1.02M | 15.52K | +6.89% |
| Jun 30, 2025 | ATRIA INVESTMENTS, INC | 0% | 237.79K | 1.01M | -55.75K | -18.99% |
| Jun 30, 2025 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.01% | 6.82M | 28.97M | 612.52K | +9.87% |
| Jun 30, 2025 | LOGAN CAPITAL MANAGEMENT INC | 0% | 1.21M | 5.15M | 119.49K | +10.94% |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0% | 1.16M | 4.91M | -2.04M | -63.84% |
| Jun 30, 2025 | L1 CAPITAL PTY LTD | 0.21% | 129.08M | 135.95M | 129.08M | +100.00% |
| Jun 30, 2025 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0% | 774.15K | 3.29M | 71.1K | +10.11% |
| Jun 30, 2025 | SEMMAX FINANCIAL ADVISORS INC. | 0% | 645.73K | 2.88M | 4.24K | +0.66% |
| Jun 30, 2025 | VESTMARK ADVISORY SOLUTIONS, INC. | 0% | 547.84K | 2.33M | -298.75K | -35.29% |
| Jun 30, 2025 | PATHSTONE HOLDINGS, LLC | 0% | 520.38K | 2.21M | -5.27K | -1.00% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0% | 481.75K | 2.05M | -209.93K | -30.35% |
| Jun 30, 2025 | QUANTBOT TECHNOLOGIES LP | 0% | 479.67K | 2.04M | 389.26K | +430.50% |
| Jun 30, 2025 | FMR LLC | 0.06% | 35.1M | 149.19M | 3.28M | +10.32% |
| Jun 30, 2025 | MORGAN STANLEY | 0.04% | 24.64M | 104.74B | 4.05M | +19.69% |
| Jun 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.04% | 23.09M | 98.15M | -10.27M | -30.79% |
| Jun 30, 2025 | POINT72 ASSET MANAGEMENT, L.P. | 0% | 2.57M | 10.92M | 2.57M | +100.00% |
| Jun 30, 2025 | CLEARBRIDGE INVESTMENTS, LLC | 0% | 2.28M | 9.69M | -24.23M | -91.40% |
| Jun 30, 2025 | QRG CAPITAL MANAGEMENT, INC. | 0% | 2.19M | 9.29M | -204.1K | -8.54% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 1.84M | 7.82M | -2.51M | -57.70% |
| Jun 30, 2025 | AQUATIC CAPITAL MANAGEMENT LLC | 0% | 1.71M | 7.27M | 1.71M | +100.00% |
| Jun 30, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0% | 1.06M | 4.5M | -276.29K | -20.70% |
| Jun 30, 2025 | EAGLE GLOBAL ADVISORS LLC | 0% | 700K | 2.98M | 200K | +40.00% |
| Jun 30, 2025 | OPPENHEIMER ASSET MANAGEMENT INC. | 0% | 689.46K | 2.93M | -336.91K | -32.83% |
| Jun 30, 2025 | XTX TOPCO LTD | 0% | 681.03K | 2.89M | 475.91K | +232.02% |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0% | 670.42K | 2.85M | -48.81K | -6.79% |
| Jun 30, 2025 | INSPIRE INVESTING, LLC | 0% | 623.24K | 2.65M | 623.24K | +100.00% |
| Jun 30, 2025 | COOKSON PEIRCE & CO INC | 0% | 532.6K | 2.26M | 532.6K | +100.00% |
| Jun 30, 2025 | DRUCKER WEALTH 3.0, LLC | 0% | 495.27K | 2.07M | -228.86K | -31.61% |
| Jun 30, 2025 | AMG NATIONAL TRUST BANK | 0% | 467.42K | 1.99M | -125.09K | -21.11% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0% | 1.66M | 7.06M | 309.67K | +22.91% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 1.51M | 6.43M | 1.11M | +277.69% |
| Jun 30, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.02% | 13.51M | 57.4M | 441.68K | +3.38% |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.01% | 6.81M | 28.93M | -205.6K | -2.93% |
| Jun 30, 2025 | ASSETMARK, INC | 0% | 2.03M | 8.62M | 1.21M | +147.18% |
| Jun 30, 2025 | NATIXIS ADVISORS, L.P. | 0% | 1.63M | 6.95M | 238.43K | +17.08% |
| Jun 30, 2025 | CREATIVE PLANNING | 0% | 1.37M | 5.83M | 179.9K | +15.10% |
| Jun 30, 2025 | ETHIC INC. | 0% | 1.31M | 5.56M | -76.1K | -5.47% |
| Jun 30, 2025 | BECK BODE, LLC | 0% | 1.24M | 5.25M | 1.24M | +100.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0% | 928.43K | 3.95M | -198.31K | -17.60% |
| Jun 30, 2025 | MARINER, LLC | 0% | 851.47K | 3.62M | 58.86K | +7.43% |
| Jun 30, 2025 | HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 0% | 832.56K | 3.54M | -76.7K | -8.44% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.04% | 26.75M | 113.68B | 2.59M | +10.74% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.02% | 13.94M | 59.23M | -104.57K | -0.74% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.01% | 5.25M | 22.31B | 4.95M | +1,648.64% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0% | 1.21M | 5.13B | 943.85K | +358.54% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.02% | 13.74M | 58.39M | -1.75M | -11.30% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.02% | 11.17M | 47.48M | 10.16M | +998.71% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.02% | 10.26M | 43.62M | -2.44M | -19.19% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0% | 848.67K | 3.61M | -143.63K | -14.47% |
| Jun 30, 2025 | US BANCORP \DE\ | 0% | 833.48K | 3.54M | 1.96K | +0.24% |
| Mar 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.06% | 33.37M | 127.47M | 6.7M | +25.12% |
| Mar 31, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.01% | 3.2M | 12.21M | 3.18M | +18,804.74% |
| Mar 31, 2025 | FMR LLC | 0.05% | 31.82M | 121.55M | 6.97M | +28.04% |
| Mar 31, 2025 | CIBC WORLD MARKET INC. | 0.01% | 3.58M | 13.68M | -36.81K | -1.02% |
| Mar 31, 2025 | BLACKROCK, INC. | 0.02% | 9.11M | 34.8M | 1.14M | +14.27% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.02% | 10.49M | 40.08M | 863.35K | +8.97% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.02% | 14.04M | 53.64M | -2.36M | -14.41% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.03% | 15.49M | 59.16M | -116.69K | -0.75% |
| Mar 31, 2025 | MORGAN STANLEY | 0.03% | 20.59M | 78.65M | -1.17M | -5.37% |
| Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0% | 2.45M | 9.34M | 1.53M | +167.92% |
| Mar 31, 2025 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.01% | 6.2M | 23.7M | 602.18K | +10.75% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.02% | 12.7M | 48.52M | 1.59M | +14.28% |
| Mar 31, 2025 | RITHOLTZ WEALTH MANAGEMENT | 0% | 1.19M | 4.53M | -61.38K | -4.92% |
| Mar 31, 2025 | QRG CAPITAL MANAGEMENT, INC. | 0% | 2.39M | 9.13M | 18.23K | +0.77% |
| Mar 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.02% | 13.07M | 43.38M | 669.74K | +5.40% |
| Mar 31, 2025 | VESTMARK ADVISORY SOLUTIONS, INC. | 0% | 846.59K | 3.23M | 390.37K | +85.57% |
| Mar 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0% | 902.44K | 3.45M | 902.44K | +100.00% |
| Mar 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0% | 935.95K | 3.58M | 83.32K | +9.77% |
| Mar 31, 2025 | CREATIVE PLANNING | 0% | 1.19M | 4.55M | 215.51K | +22.07% |
| Mar 31, 2025 | ETHIC INC. | 0% | 1.39M | 5.3M | -40.62K | -2.84% |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0% | 1.35M | 5.16M | 225.11K | +19.98% |
| Mar 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0% | 1.33M | 5.1M | 12.61K | +0.95% |
| Mar 31, 2025 | UBS GROUP AG | 0% | 1.24M | 4.75M | 201.37K | +19.31% |
| Mar 31, 2025 | OPPENHEIMER ASSET MANAGEMENT INC. | 0% | 1.03M | 3.92M | 34.4K | +3.47% |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0% | 1.02M | 3.88M | 254.56K | +33.39% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0% | 992.3K | 3.79M | 190.59K | +23.77% |
| Mar 31, 2025 | CROSSMARK GLOBAL HOLDINGS, INC. | 0.01% | 4.83M | 18.46M | 18.77K | +0.39% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.01% | 4.35M | 16.61M | 222.18K | +5.38% |
| Mar 31, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.01% | 3.78M | 14.44M | -589.83K | -13.50% |
| Mar 31, 2025 | NATIXIS ADVISORS, L.P. | 0% | 1.4M | 5.33M | -78.39K | -5.32% |
| Mar 31, 2025 | ORION PORTFOLIO SOLUTIONS, LLC | 0% | 935.95K | 3.58M | 83.32K | +9.77% |
| Mar 31, 2025 | FRANKLIN RESOURCES INC | 0% | 907.04K | 3.46M | -132.95K | -12.78% |
| Mar 31, 2025 | HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 0% | 909.26K | 3.47M | 3.39K | +0.37% |
| Mar 31, 2025 | LOGAN CAPITAL MANAGEMENT INC | 0% | 1.09M | 4.17M | 14.45K | +1.34% |
| Mar 31, 2025 | FISHER ASSET MANAGEMENT, LLC | 0.22% | 132.12M | 504.71M | 132.12M | +100.00% |
| Mar 31, 2025 | MONDRIAN INVESTMENT PARTNERS LTD | 0.11% | 66.05M | 252.31M | -6.68M | -9.19% |
| Mar 31, 2025 | CLEARBRIDGE INVESTMENTS, LLC | 0.04% | 26.51M | 101.27M | 4.76M | +21.87% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.04% | 24.15M | 92.27M | 1.4M | +6.14% |
| Mar 31, 2025 | BARD FINANCIAL SERVICES, INC. | 0% | 2.27M | 8.67M | -157.5K | -6.49% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0% | 1.13M | 4.31M | 108.1K | +10.61% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0% | 1.13M | 4.32M | -108.78K | -8.78% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0% | 2.01M | 7.67M | 127.9K | +6.80% |
| Mar 31, 2025 | CITIGROUP INC | 0% | 1.17M | 4.49M | -21.57K | -1.80% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 6.73M | 25.7M | 635.76K | +10.44% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.01% | 7.01M | 26.78M | 399.87K | +6.05% |
| Mar 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.01% | 8.2M | 31.32M | 1.1M | +15.50% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0% | 1.01M | 3.86M | -90.62K | -8.24% |
| Mar 31, 2025 | TIMBER CREEK CAPITAL MANAGEMENT LLC | 0% | 1.18M | 4.52M | -8.22K | -0.69% |
| Mar 31, 2025 | TOWNSQUARE CAPITAL LLC | 0% | 1.6M | 6.1M | 64.95K | +4.24% |
| Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 0% | 1.72M | 6.56M | 241.61K | +16.37% |
| Mar 31, 2025 | JANNEY CAPITAL MANAGEMENT LLC | 0.01% | 3.17M | 12.13M | -1.51M | -32.26% |
| Mar 31, 2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.03% | 20.33M | 52.65M | 6.06M | +42.49% |
| Mar 31, 2024 | LOGAN CAPITAL MANAGEMENT INC | 0% | 1.05M | 2.72M | 1.05M | +100.00% |
| Mar 31, 2024 | ADVISORS MANAGEMENT GROUP INC /ADV | 0% | 1.07M | 2.77M | -8.7K | -0.81% |
| Mar 31, 2024 | OLD MISSION CAPITAL LLC | 0% | 1.62M | 4.2M | -622.33K | -27.74% |
| Mar 31, 2024 | OPPENHEIMER ASSET MANAGEMENT INC. | 0% | 643.24K | 1.67M | -11.17K | -1.71% |
| Mar 31, 2024 | CREATIVE PLANNING | 0% | 659.94K | 1.71M | 75.97K | +13.01% |
| Mar 31, 2024 | SEI INVESTMENTS CO | 0% | 663.75K | 1.72B | 32.3K | +5.12% |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0% | 668.17K | 1.73M | -40.99K | -5.78% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0% | 694.91K | 1.8M | 82.52K | +13.48% |
| Mar 31, 2024 | GROUPAMA ASSET MANAGMENT | 0% | 711.14K | 464.98K | 711.14K | +100.00% |
| Mar 31, 2024 | RITHOLTZ WEALTH MANAGEMENT | 0% | 751.35K | 1.95M | 406.65K | +117.97% |
| Mar 31, 2024 | FMR LLC | 0.03% | 16.35M | 42.34M | -271.51K | -1.63% |
| Mar 31, 2024 | MACQUARIE GROUP LTD | 0.02% | 15.55M | 40.26M | -1.81M | -10.43% |
| Mar 31, 2024 | MONDRIAN INVESTMENT PARTNERS LTD | 0.14% | 89.95M | 232.97M | 25.35M | +39.25% |
| Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 0.01% | 4.67M | 12.09M | 398.88K | +9.34% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 0.03% | 17.87M | 46.29M | -751.2K | -4.03% |
| Mar 31, 2024 | CIBC PRIVATE WEALTH GROUP, LLC | 0.02% | 12.26M | 31.51M | -17.44M | -58.72% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.01% | 8.58M | 22.23M | -519.03K | -5.70% |
| Mar 31, 2024 | BLACKROCK INC. | 0.01% | 6.92M | 17.91M | 305.17K | +4.62% |
| Mar 31, 2024 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.01% | 4.06M | 10.52M | 343.75K | +9.25% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.01% | 3.85M | 9.98M | -265.9K | -6.46% |
| Mar 31, 2024 | CIBC WORLD MARKET INC. | 0.01% | 3.46M | 8.97M | 77.97K | +2.30% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0% | 3.16M | 8.2M | 241.89K | +8.28% |
| Mar 31, 2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0% | 2.83M | 7.34M | 1.88M | +195.82% |
| Mar 31, 2024 | NEUBERGER BERMAN GROUP LLC | 0% | 2.78M | 7.24M | 47.13K | +1.72% |
| Mar 31, 2024 | BARD FINANCIAL SERVICES, INC. | 0% | 2.54M | 6.57M | 128.34K | +5.33% |
| Mar 31, 2024 | OPTIVER HOLDING B.V. | 0% | 2.25M | 5.89M | -115.71K | -4.89% |
| Mar 31, 2024 | UBS GROUP AG | 0% | 1.94M | 5.02M | -357.05K | -15.55% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0% | 1.65M | 4.27M | -607.13K | -26.91% |
| Mar 31, 2024 | ETHIC INC. | 0% | 1.6M | 4.14M | -151.11K | -8.65% |
| Mar 31, 2024 | FRANKLIN RESOURCES INC | 0% | 1.59M | 4.12M | 84.68K | +5.62% |
| Mar 31, 2024 | QRG CAPITAL MANAGEMENT, INC. | 0% | 1.54M | 3.99M | 2.03K | +0.13% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0% | 1.47M | 3.82M | 75.84K | +5.42% |
| Mar 31, 2024 | NATIXIS ADVISORS, L.P. | 0% | 1.39M | 3.61M | -5.73M | -80.44% |
| Mar 31, 2024 | TIMBER CREEK CAPITAL MANAGEMENT LLC | 0% | 1.37M | 3.54M | 47.02K | +3.56% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0% | 1.37M | 3.56M | 238.39K | +20.99% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0% | 1.21M | 3.15M | 1.15M | +1,653.71% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0% | 1.16M | 3M | -1.28M | -52.56% |
| Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0% | 1.02M | 2.65M | -16.6K | -1.59% |
| Mar 31, 2024 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0% | 1M | 2.6M | 2.11K | +0.21% |
| Mar 31, 2024 | AMG NATIONAL TRUST BANK | 0% | 997.1K | 2.58M | 997.1K | +100.00% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0% | 1M | 2.59M | 410.24K | +69.41% |
| Mar 31, 2024 | HRT FINANCIAL LP | 0% | 958.76K | 2.48M | 547.42K | +133.08% |
| Mar 31, 2024 | CITIGROUP INC | 0% | 948.05K | 2.46M | 151.15K | +18.97% |
| Mar 31, 2024 | HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 0% | 919.04K | 2.38M | 1.37K | +0.15% |
| Mar 31, 2024 | MERCER GLOBAL ADVISORS INC /ADV | 0% | 901.87K | 2.34M | -102.6K | -10.21% |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0% | 899.79K | 2.33M | 13.4K | +1.51% |
| Mar 31, 2024 | VIRTU FINANCIAL LLC | 0% | 895.22K | 2.32M | 758.23K | +553.48% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.01% | 5.74M | 14.86M | -254.04K | -4.24% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.03% | 22.19M | 57.48M | 26.85K | +0.12% |
| Mar 31, 2024 | MORGAN STANLEY | 0.03% | 17.2M | 44.54M | -2M | -10.42% |
| Mar 31, 2024 | MORNINGSTAR INVESTMENT SERVICES LLC | 0.02% | 9.95M | 26.16M | -11.2M | -52.96% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.02% | 9.84M | 25.48M | 5.62K | +0.06% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.01% | 4.82M | 12.49M | 541.63K | +12.65% |
| Mar 31, 2024 | CROSSMARK GLOBAL HOLDINGS, INC. | 0.01% | 4.96M | 12.84M | -141.51K | -2.77% |
| Mar 31, 2024 | JANNEY CAPITAL MANAGEMENT LLC | 0.01% | 5.02M | 13.01M | 100.66K | +2.04% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 5.74M | 14.85M | 66.36K | +1.17% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0% | 597.06K | 1.55M | 197.88K | +49.57% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0% | 623.71K | 1.62M | -61.98K | -9.04% |
| Mar 31, 2024 | ENGLISH CAPITAL MANAGEMENT LLC | 0% | 629.12K | 1.63M | 0 | 0 |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0% | 685.68K | 1.64M | -22.32K | -3.15% |
| Dec 31, 2023 | NORGES BANK | 0.01% | 2M | 4.78M | 2M | +100.00% |
| Dec 31, 2023 | NEUBERGER BERMAN GROUP LLC | 0.01% | 2.73M | 6.55M | 37.21K | +1.38% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.01% | 2.44M | 5.84M | 471.66K | +23.92% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.01% | 2.92M | 6.99M | 121.34K | +4.34% |
| Dec 31, 2023 | CIBC WORLD MARKET INC. | 0.01% | 3.39M | 8.09M | 576.9K | +20.54% |
| Dec 31, 2023 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.02% | 3.72M | 8.88M | 336.58K | +9.96% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.02% | 4.12M | 9.84M | -171.33K | -3.99% |
| Dec 31, 2023 | AMERICAN CENTURY COMPANIES INC | 0.02% | 4.27M | 10.2M | 282.83K | +7.09% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.02% | 4.28M | 10.24M | 373.41K | +9.55% |
| Dec 31, 2023 | JANNEY CAPITAL MANAGEMENT LLC | 0.02% | 4.92M | 11.77M | -433.73K | -8.10% |
| Dec 31, 2023 | CROSSMARK GLOBAL HOLDINGS, INC. | 0.02% | 5.1M | 12.19M | -159.73K | -3.04% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.02% | 5.67M | 13.55M | 1.39M | +32.42% |
| Dec 31, 2023 | MILLENNIUM MANAGEMENT LLC | 0.03% | 5.99M | 14.32M | 1.82M | +43.80% |
| Dec 31, 2023 | BLACKROCK INC. | 0.03% | 6.61M | 15.8M | 695.01K | +11.75% |
| Dec 31, 2023 | NATIXIS ADVISORS, L.P. | 0.03% | 7.12M | 17.02M | 1.84M | +34.84% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.04% | 9.1M | 21.76M | 120.2K | +1.34% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.04% | 9.83M | 23.5M | 85.33K | +0.88% |
| Dec 31, 2023 | BARD FINANCIAL SERVICES, INC. | 0.01% | 2.41M | 5.76M | 44.15K | +1.87% |
| Dec 31, 2023 | OPTIVER HOLDING B.V. | 0.01% | 2.37M | 5.75M | -4.17M | -63.78% |
| Dec 31, 2023 | UBS GROUP AG | 0.01% | 2.3M | 5.49M | 11.43K | +0.50% |
| Dec 31, 2023 | ETHIC INC. | 0.01% | 1.75M | 4.18M | 378.77K | +27.67% |
| Dec 31, 2023 | 0.01% | 1.54M | 3.67M | 688.57K | +81.15% | |
| Dec 31, 2023 | CIBC PRIVATE WEALTH GROUP, LLC | 0.12% | 29.7M | 39.81M | 17.81M | +149.93% |
| Dec 31, 2023 | FRANKLIN RESOURCES INC | 0.01% | 1.51M | 3.6M | 7.36K | +0.49% |
| Dec 31, 2023 | MONDRIAN INVESTMENT PARTNERS LTD | 0.27% | 64.6M | 154.39M | 35.47M | +121.74% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.09% | 22.17M | 52.98M | 1.18M | +5.63% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.01% | 2.26M | 5.39M | -749.57K | -24.94% |
| Dec 31, 2023 | OLD MISSION CAPITAL LLC | 0.01% | 2.24M | 5.36M | 1.36M | +153.55% |
| Dec 31, 2023 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.01% | 1.48M | 3.54M | 95.47K | +6.89% |
| Dec 31, 2023 | MERITAGE PORTFOLIO MANAGEMENT | 0.01% | 1.45M | 3.47M | 1.45M | +100.00% |
| Dec 31, 2023 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.06% | 14.27M | 34.1M | -2.71M | -15.97% |
| Dec 31, 2023 | FMR LLC | 0.07% | 16.62M | 39.72M | 1.68M | +11.24% |
| Dec 31, 2023 | MACQUARIE GROUP LTD | 0.07% | 17.36M | 41.48M | -8.7M | -33.40% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 0.08% | 18.63M | 44.53M | 439.01K | +2.41% |
| Dec 31, 2023 | MORGAN STANLEY | 0.08% | 19.2M | 45.89M | -161.93K | -0.84% |
| Dec 31, 2023 | MORNINGSTAR INVESTMENT SERVICES LLC | 0.09% | 21.15M | 50.97M | 10.41M | +96.89% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.01% | 1.4M | 3.34M | 1.23M | +722.52% |
| Dec 31, 2023 | TIMBER CREEK CAPITAL MANAGEMENT LLC | 0.01% | 1.32M | 3.15M | -1.37K | -0.10% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0% | 1.14M | 2.71M | 146.3K | +14.79% |
| Dec 31, 2023 | ADVISORS MANAGEMENT GROUP INC /ADV | 0% | 1.08M | 2.57M | -19.74K | -1.80% |
| Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0% | 1.04M | 2.49M | 272.55K | +35.48% |
| Dec 31, 2023 | MERCER GLOBAL ADVISORS INC /ADV | 0% | 1M | 2.4M | 549.42K | +120.74% |
| Dec 31, 2023 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0% | 1M | 2.39M | 1M | +100.00% |
| Dec 31, 2023 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0% | 957.86K | 2.29M | 421.09K | +78.45% |
| Dec 31, 2023 | SEMMAX FINANCIAL ADVISORS INC. | 0% | 920.47K | 1.86M | -103.56K | -10.11% |
| Dec 31, 2023 | HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 0% | 917.67K | 2.19M | -18.51K | -1.98% |
| Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0% | 886.39K | 2.12M | -20.41K | -2.25% |
| Dec 31, 2023 | CITIGROUP INC | 0% | 796.91K | 1.9M | -83.16K | -9.45% |
| Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0% | 709.16K | 1.69M | -54.47K | -7.13% |