How many institutions own MUFG stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own MUFG shares is 566, representing 3.15% of the company's common stock.

Who are the major shareholders selling Mitsubishi UFJ Financial Group, Inc. stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in MUFG by -7.12% restricting it's holding to 12.23 million shares of worth nearly $207.52M. ARISTOTLE CAPITAL MANAGEMENT, LLC also lessened -4.5% of the MUFG shares from its portfolio, reducing its holding to 51.46 million shares of worth $873.21M. UBS GROUP AG also shunned MUFG shares holding by -3.46% last quarter which brought its holding to 2.27 million shares worth $38.51M.

Investors who are buying MUFG stock?

As per its latest 13F filing, CERITY PARTNERS LLC increased its stake in MUFG by 5.1% in the last quarter. The institutional holder raised its holding to 792.47 thousand shares having worth more than $13.45M. FEDERATION DES CAISSES DESJARDINS DU QUEBEC also added 6.52% more shares of MUFG to its portfolio, raising its holding to 911 thousand shares of worth $15.46M. LPL FINANCIAL LLC also increased its MUFG shares holding by 25.62% which brought its holding to 927.44 thousand shares worth $15.74M.

MUFG's major insiders: who are they?

The insider with the most stakes in MUFG is N/A , N/A at the company. Additionally, MUFG stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell MUFG stock?

Company executives, directors, and other insiders own 0% percent of Mitsubishi UFJ Financial Group, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which MUFG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MUFG stock?

There have been 0 transaction(s) during the past 6-months in which Mitsubishi UFJ Financial Group, Inc. insiders have bought stock, totalling 0 shares

How much of MUFG does insiders own?

Around 0 Mitsubishi UFJ Financial Group, Inc. shares are held by insiders, which represents about 0% of MUFG stock.

Who is the insider with the largest stake?

MUFG N/A, N/A holds the largest portfolio of the company's shares. MUFG shares owned by N/A total nearly -.

Which institution holds the most shares in MUFG?

CERITY PARTNERS LLC is the largest institutional owner in MUFG which holds 792.47 thousand shares worth $13.45M or 0.01% of the total MUFG shares outstanding followed by FEDERATION DES CAISSES DESJARDINS DU QUEBEC with ownership of 911 thousand shares representing 0.01% of the MUFG ownership. LPL FINANCIAL LLC is the third largest stakeholder with 927.44 thousand shares or 0.01% of the ownership worth more than $15.74M.

Is Mitsubishi UFJ Financial Group, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the MUFG is concerned, it is a stock which is optionable.

Is there a short position on MUFG's shares?

Number of MUFG shares short is 7.87M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding MUFG shares are there?

As of today, 11.31B shares of MUFG are outstanding.

Is there many float in MUFG stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, MUFG has 11.23B shares in float.

MUFG short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for MUFG is 2.22.

Mitsubishi UFJ Financial Group (MUFG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.07

Short Percent Of Float0.08

Shares Outstanding11.31B

Shares Float11.23B

Shares Short7.87M

Short Ratio2.22

0.08%

Short % of Float

0.07%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0% Percentage of Shares held by All Insiders

3.15% Percentage of Shares held by All Institutions

3.15% Percentage of Float held by Institutions

566

Number of Institutions Holding Shares

Institutional Ownership

About 3.15% of MUFG shares are held by financial institutions. CERITY PARTNERS LLC is the top corporate investor, holding 792.47K shares valued at $13.45M. A 0.01% stake in Mitsubishi UFJ Financial Group, Inc. is owned by the company. FEDERATION DES CAISSES DESJARDINS DU QUEBEC owns 911K shares valued at $15.46M, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CERITY PARTNERS LLC	0.01%	792.47K	13.45M	38.46K	+5.10%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	911K	15.46M	55.74K	+6.52%
Mar 31, 2026	LPL FINANCIAL LLC	0.01%	927.44K	15.74M	189.15K	+25.62%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.03%	3.37M	57.26M	420.24K	+14.23%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.11%	12.23M	207.52M	-937.55K	-7.12%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.13%	14.38M	244.09M	361.37K	+2.58%
Mar 31, 2026	ARISTOTLE CAPITAL MANAGEMENT, LLC	0.45%	51.46M	873.21M	-2.42M	-4.50%
Mar 31, 2026	JANE STREET GROUP, LLC	0.02%	2.12M	35.94M	1M	+90.14%
Mar 31, 2026	UBS GROUP AG	0.02%	2.27M	38.51M	-81.44K	-3.46%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	2.4M	40.72M	423.06K	+21.40%
Mar 31, 2026	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.02%	2.51M	42.53M	0	0
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.01%	824.09K	13.98M	-285.43K	-25.73%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.01%	839.5K	14.25M	-947.1K	-53.01%
Mar 31, 2026	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	855.14K	14.47M	59.47K	+7.47%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	1.28M	21.72M	165.18K	+14.81%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.02%	2.54M	43.16M	133.92K	+5.56%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.02%	2.71M	45.95M	187.36K	+7.43%
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	2.84M	46.31M	348.68K	+14.01%
Mar 31, 2026	AVISO FINANCIAL INC.	0.03%	3.45M	58.49M	3.45M	+100.00%
Mar 31, 2026	SEI INVESTMENTS CO	0.03%	3.69M	62.63M	-173.71K	-4.50%
Mar 31, 2026	MARINER, LLC	0%	359.51K	6.1M	30.39K	+9.23%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0%	374.17K	6.35M	-51.12K	-12.02%
Mar 31, 2026	QUADRANT CAPITAL GROUP LLC	0%	389.47K	6.61M	22.72K	+6.20%
Mar 31, 2026	FACTORY MUTUAL INSURANCE CO	0%	394.33K	6.69M	0	0
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	0.02%	1.94M	32.94M	-32.93K	-1.67%
Mar 31, 2026	TORONTO DOMINION BANK	0.03%	3.45M	58.61M	-1.36M	-28.30%
Mar 31, 2026	ALPHADYNE ASSET MANAGEMENT LP	0.01%	1.65M	28.03M	1.65M	+100.00%
Mar 31, 2026	CITIGROUP INC	0%	396.18K	6.72M	-2.01K	-0.51%
Mar 31, 2026	XY CAPITAL LTD	0%	411.43K	6.98M	360.67K	+710.61%
Mar 31, 2026	TRUIST FINANCIAL CORP	0%	423.98K	7.2M	1.1K	+0.26%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0%	437.32K	7.42M	52.54K	+13.65%
Mar 31, 2026	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	469.77K	7.97M	-36.39K	-7.19%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0%	475.09K	8.06M	19.39K	+4.25%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0%	476.45K	8.09M	164.08K	+52.53%
Mar 31, 2026	WESTFIELD CAPITAL MANAGEMENT CO LP	0%	516.05K	8.76M	5.34K	+1.05%
Mar 31, 2026	TD ASSET MANAGEMENT INC	0%	525.37K	8.92M	14.04K	+2.75%
Mar 31, 2026	MORAN WEALTH MANAGEMENT, LLC	0%	528.1K	8.96M	41.64K	+8.56%
Mar 31, 2026	BOSTON COMMON ASSET MANAGEMENT, LLC	0.01%	566.85K	9.62M	-26.34K	-4.44%
Mar 31, 2026	CIBC WORLD MARKET INC.	0.01%	568.17K	9.64M	-5.44K	-0.95%
Mar 31, 2026	TODD ASSET MANAGEMENT LLC	0.04%	4.06M	68.93M	8.45K	+0.21%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.04%	5.09M	86.31M	933.09K	+22.47%
Mar 31, 2026	CLEARBRIDGE INVESTMENTS, LLC	0.06%	6.95M	117.99M	222.91K	+3.31%
Mar 31, 2026	BLACKROCK, INC.	0.1%	11.12M	188.65M	857.75K	+8.36%
Mar 31, 2026	NORTHERN TRUST CORP	0.1%	11.42M	193.73M	77.76K	+0.69%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.84%	95.69M	1.62B	2.41M	+2.59%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.01%	578.09K	9.81M	1.1K	+0.19%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	1.09M	18.56M	96.96K	+9.73%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	0.01%	1.19M	19.98M	120.01K	+11.23%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	1.22M	20.66M	1.16M	+1,912.77%
Mar 31, 2026	CREATIVE PLANNING	0.01%	1.32M	22.33M	147.39K	+12.62%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.01%	1.36M	23.14M	80.48K	+6.27%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.01%	1.41M	23.01M	1.3M	+1,156.20%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.01%	1.43M	24.29M	126.5K	+9.68%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.01%	1.55M	26.3M	377.98K	+32.25%
Mar 31, 2026	CAPITAL WEALTH PLANNING, LLC	0.02%	1.7M	28.83M	599.99K	+54.60%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	1.95M	33.06M	311.97K	+19.07%
Mar 31, 2026	MORGAN STANLEY	0.06%	6.9M	117.1M	-4.54K	-0.07%
Mar 31, 2026	QRG CAPITAL MANAGEMENT, INC.	0.01%	635.59K	10.79M	45.97K	+7.80%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	0.01%	966.38K	16.4M	611	+0.06%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.01M	17.08M	889.94K	+765.14%
Mar 31, 2026	THORNBURG INVESTMENT MANAGEMENT INC	0.01%	1.08M	18.28M	49.59K	+4.83%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.01%	895.77K	15.84M	570.74K	+175.59%
Mar 31, 2026	FIL LTD	0.04%	4.85M	82.23M	-181.21K	-3.60%
Mar 31, 2026	FMR LLC	0.07%	8.37M	142.09M	2.31M	+38.03%
Mar 31, 2026	CHEVY CHASE TRUST HOLDINGS, LLC	0.05%	6.19M	105.03M	172.44K	+2.87%
Mar 31, 2026	INVESCO LTD.	0.01%	838.17K	14.22M	-255.35K	-23.35%
Mar 31, 2026	ROYAL BANK OF CANADA	0.06%	6.32M	107.18M	338.88K	+5.67%
Dec 31, 2025	UBS GROUP AG	0.02%	2.35M	37.28M	772.27K	+48.92%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	2.49M	39.48M	326.68K	+15.11%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.02%	2.52M	39.97M	-10.72M	-80.97%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.12%	13.17M	208.81M	-1.06M	-7.43%
Dec 31, 2025	THORNBURG INVESTMENT MANAGEMENT INC	0.01%	1.03M	16.3M	-78.98K	-7.14%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.01%	1.28M	20.35M	-120.85K	-8.61%
Dec 31, 2025	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.02%	2.51M	39.75M	0	0
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.03%	2.95M	46.85M	375.8K	+14.58%
Dec 31, 2025	SEI INVESTMENTS CO	0.03%	3.86M	61.29M	21.42K	+0.56%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	4.15M	65.87M	-788.76K	-15.96%
Dec 31, 2025	TORONTO DOMINION BANK	0.04%	4.82M	76.39M	3.45M	+251.73%
Dec 31, 2025	ROYAL BANK OF CANADA	0.05%	5.98M	94.8M	-1.94M	-24.55%
Dec 31, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.05%	6.02M	95.43M	-205.36K	-3.30%
Dec 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.06%	6.73M	106.74M	1.12M	+19.99%
Dec 31, 2025	MORGAN STANLEY	0.06%	6.9M	109.51M	-77.69K	-1.11%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.12%	14.02M	222.39M	114.8K	+0.83%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.82%	93.28M	1.48B	1.79M	+1.96%
Dec 31, 2025	ABN AMRO INVESTMENT SOLUTIONS	0%	398.8K	6.32M	-53.2K	-11.77%
Dec 31, 2025	US BANCORP \DE\	0%	417.28K	6.62M	31.23K	+8.09%
Dec 31, 2025	TRUIST FINANCIAL CORP	0%	422.89K	6.71M	15.54K	+3.81%
Dec 31, 2025	BAMCO INC /NY/	0%	422.96K	6.71M	-28.86K	-6.39%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0%	425.28K	6.74M	69.74K	+19.61%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	2.41M	38.22M	-484.07K	-16.73%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0%	455.7K	7.23M	-10.59K	-2.27%
Dec 31, 2025	BLACKROCK, INC.	0.09%	10.26M	162.7M	1.38M	+15.49%
Dec 31, 2025	CREATIVE PLANNING	0.01%	1.17M	18.53M	101.6K	+9.52%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.01%	622.81K	9.88M	107.52K	+20.87%
Dec 31, 2025	CITADEL ADVISORS LLC	0.01%	928.02K	14.72M	892.5K	+2,512.52%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	983.29K	15.59M	729.43K	+287.34%
Dec 31, 2025	INVESCO LTD.	0.01%	1.09M	17.34M	-37.78K	-3.34%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.01%	1.44M	22.81M	1.44M	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	1.98M	31.35M	393.48K	+24.86%
Dec 31, 2025	FIL LTD	0.04%	5.03M	79.73M	521.83K	+11.58%
Dec 31, 2025	FMR LLC	0.05%	6.07M	96.21M	299.18K	+5.19%
Dec 31, 2025	NORTHERN TRUST CORP	0.1%	11.34M	179.83M	-59.33K	-0.52%
Dec 31, 2025	ARISTOTLE CAPITAL MANAGEMENT, LLC	0.47%	53.88M	854.54M	-2.5M	-4.43%
Dec 31, 2025	TODD ASSET MANAGEMENT LLC	0.04%	4.05M	64.28M	-56.74K	-1.38%
Dec 31, 2025	AUGUSTINE ASSET MANAGEMENT INC	0%	351.35K	5.57M	431	+0.12%
Dec 31, 2025	EAGLE GLOBAL ADVISORS LLC	0%	353.32K	5.6M	-5.92K	-1.65%
Dec 31, 2025	QUADRANT CAPITAL GROUP LLC	0%	366.75K	5.82M	16.84K	+4.81%
Dec 31, 2025	FACTORY MUTUAL INSURANCE CO	0%	394.33K	6.25M	0	0
Dec 31, 2025	CITIGROUP INC	0%	398.2K	6.32M	-422.96K	-51.51%
Dec 31, 2025	BOSTON COMMON ASSET MANAGEMENT, LLC	0.01%	593.18K	9.41M	21.36K	+3.74%
Dec 31, 2025	CERITY PARTNERS LLC	0.01%	754.01K	11.96M	4.79K	+0.64%
Dec 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	589.63K	9.35M	7.29K	+1.25%
Dec 31, 2025	LPL FINANCIAL LLC	0.01%	738.28K	11.71M	48.91K	+7.09%
Dec 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	795.67K	12.62M	-125.48K	-13.62%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	855.26K	13.56M	35.76K	+4.36%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	996.96K	15.81M	80.01K	+8.73%
Dec 31, 2025	CAPITAL WEALTH PLANNING, LLC	0.01%	1.1M	17.55M	32.31K	+3.03%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.01%	1.11M	17.6M	-2.08K	-0.19%
Dec 31, 2025	JANE STREET GROUP, LLC	0.01%	1.11M	17.66M	976.55K	+712.05%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.02%	1.79M	28.34M	-33.57K	-1.84%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	1.17M	18.59M	234.58K	+25.02%
Dec 31, 2025	RAMIREZ ASSET MANAGEMENT, INC.	0%	472.78K	7.5M	16K	+3.50%
Dec 31, 2025	MORAN WEALTH MANAGEMENT, LLC	0%	486.47K	7.72M	132.84K	+37.57%
Dec 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	506.15K	8.03M	-2.89K	-0.57%
Dec 31, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0%	510.71K	8.1M	-6.52K	-1.26%
Dec 31, 2025	TD ASSET MANAGEMENT INC	0%	511.32K	8.11M	-25.36K	-4.72%
Dec 31, 2025	JOURNEY ADVISORY GROUP, LLC	0%	512.74K	8.13M	-3.61K	-0.70%
Dec 31, 2025	XTX TOPCO LTD	0%	526.86K	8.36M	462.15K	+714.21%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.01%	568.94K	9.02M	34.82K	+6.52%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.01%	573.61K	9.1M	-1.05K	-0.18%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.01%	576.99K	9.15M	65.8K	+12.87%
Dec 31, 2025	DV EQUITIES, LLC	0.01%	853.93K	13.54M	853.93K	+100.00%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	0.01%	965.77K	15.32M	279.17K	+40.66%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	1.12M	17.68M	83.95K	+8.14%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.01%	1.07M	16.97M	23.35K	+2.23%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	1.31M	20.73M	-1.53M	-53.95%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	1.64M	25.95M	207.16K	+14.50%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.02%	1.97M	31.31M	-8.46K	-0.43%
Sep 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0%	517.23K	8.24M	-92.77K	-15.21%
Sep 30, 2025	GUARDIAN PARTNERS INC.	0%	565.08K	8.84M	2.15K	+0.38%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0%	536.68K	8.55M	-84.22K	-13.56%
Sep 30, 2025	BOSTON COMMON ASSET MANAGEMENT, LLC	0.01%	571.82K	9.11M	102.5K	+21.84%
Sep 30, 2025	THORNBURG INVESTMENT MANAGEMENT INC	0.01%	1.11M	17.64M	25.5K	+2.36%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	921.14K	14.69M	29	0.00%
Sep 30, 2025	UBS GROUP AG	0.01%	1.58M	25.16M	702.46K	+80.18%
Sep 30, 2025	CREATIVE PLANNING	0.01%	1.07M	17M	175.58K	+19.70%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	582.34K	9.28M	-222.22K	-27.62%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	819.5K	13.06M	38.82K	+4.97%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	2.58M	41.09M	419.19K	+19.42%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	0.01%	686.6K	10.94M	-13.4K	-1.91%
Sep 30, 2025	NORTHERN TRUST CORP	0.1%	11.4M	181.68M	211.27K	+1.89%
Sep 30, 2025	ROYAL BANK OF CANADA	0.07%	7.92M	126.27M	257.11K	+3.35%
Sep 30, 2025	MORGAN STANLEY	0.06%	6.98M	111.3M	-210.44K	-2.93%
Sep 30, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.05%	6.22M	99.18M	59.24K	+0.96%
Sep 30, 2025	FMR LLC	0.05%	5.77M	91.92M	270.43K	+4.92%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.05%	5.61M	89.41M	78.6K	+1.42%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	4.94M	78.77M	93.05K	+1.92%
Sep 30, 2025	FIL LTD	0.04%	4.51M	71.81M	1.34M	+42.14%
Sep 30, 2025	TODD ASSET MANAGEMENT LLC	0.04%	4.11M	65.51M	10.82K	+0.26%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	2.89M	46.12M	104.56K	+3.75%
Sep 30, 2025	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.02%	2.51M	39.95M	-3.4K	-0.14%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.02%	1.98M	31.6M	-145.62K	-6.84%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	1.4M	22.38M	316.05K	+29.05%
Sep 30, 2025	TORONTO DOMINION BANK	0.01%	1.37M	21.83M	1.36M	+10,964.12%
Sep 30, 2025	INVESCO LTD.	0.01%	1.13M	18.03M	276.61K	+32.36%
Sep 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.01%	1.07M	17M	256.57K	+31.67%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.01%	1.05M	16.65M	44.25K	+4.42%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	1.03M	16.44M	63.44K	+6.55%
Sep 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.01%	951.62K	15.17M	44.27K	+4.88%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	937.45K	14.94M	296.45K	+46.25%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.01%	892.58K	14.23M	711.98K	+394.23%
Sep 30, 2025	CITIGROUP INC	0.01%	821.16K	13.09M	-235.39K	-22.28%
Sep 30, 2025	CERITY PARTNERS LLC	0.01%	749.22K	11.94M	-28.62K	-3.68%
Sep 30, 2025	BLACKROCK, INC.	0.08%	8.88M	141.59M	895.69K	+11.21%
Sep 30, 2025	JOURNEY ADVISORY GROUP, LLC	0%	516.34K	8.23M	-5.74K	-1.10%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0%	511.19K	8.15M	22.4K	+4.58%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	509.04K	8.11M	25.42K	+5.26%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	466.29K	7.43M	19.11K	+4.27%
Sep 30, 2025	RAMIREZ ASSET MANAGEMENT, INC.	0%	456.78K	7.28M	-23.44K	-4.88%
Sep 30, 2025	ABN AMRO INVESTMENT SOLUTIONS	0%	452K	7.2M	0	0
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0%	449.53K	7.17M	10.55K	+2.40%
Sep 30, 2025	TRUIST FINANCIAL CORP	0%	407.35K	6.49M	6.23K	+1.55%
Sep 30, 2025	BESSEMER GROUP INC	0%	394.42K	6.29M	12.13K	+3.17%
Sep 30, 2025	FACTORY MUTUAL INSURANCE CO	0%	394.33K	6.29M	394.33K	+100.00%
Sep 30, 2025	US BANCORP \DE\	0%	386.05K	6.15M	7.39K	+1.95%
Sep 30, 2025	EAGLE GLOBAL ADVISORS LLC	0%	359.24K	5.73M	-690	-0.19%
Sep 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0%	353.63K	5.64M	7.96K	+2.30%
Sep 30, 2025	AUGUSTINE ASSET MANAGEMENT INC	0%	350.92K	5.59M	-3.92K	-1.11%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.02%	1.82M	29.01M	-20.37K	-1.11%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	1.43M	22.78M	252.77K	+21.49%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	916.95K	14.62M	123.69K	+15.59%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.01%	1.13M	18.09M	37.29K	+3.40%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.01%	1.11M	17.72M	4.36K	+0.39%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	689.38K	10.99M	149.79K	+27.76%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.01%	583.23K	9.3M	541.02K	+1,281.70%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.01%	574.66K	9.16M	589	+0.10%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.8%	91.49M	1.46B	1.97M	+2.20%
Sep 30, 2025	ARISTOTLE CAPITAL MANAGEMENT, LLC	0.49%	56.38M	898.66M	-3.24M	-5.44%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.12%	14.22M	226.71M	-3.53M	-19.91%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.12%	13.91M	221.68M	-2.68M	-16.15%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.12%	13.24M	211.06M	1.72M	+14.92%
Sep 30, 2025	SEI INVESTMENTS CO	0.03%	3.84M	61.26M	-116.44K	-2.94%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	2.84M	45.24M	-32.72K	-1.14%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	2.16M	34.47M	1.39M	+180.14%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	1.58M	25.23M	259.59K	+19.61%
Jun 30, 2025	ARTEMIS INVESTMENT MANAGEMENT LLP	0.04%	4.46M	61.16M	1.9M	+74.27%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	968.19K	13.27M	48.35K	+5.26%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.01%	1.11M	15.19M	916.99K	+482.03%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	1.18M	16.14M	144.28K	+13.98%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	1.32M	18.16M	236.4K	+21.75%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.02%	1.84M	25.25M	-45.67K	-2.42%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.02%	2.13M	29.2M	-1.86M	-46.70%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	2.16M	29.62M	217.22K	+11.19%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.01%	620.9K	8.52M	374.75K	+152.25%
Jun 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0.01%	610K	8.37M	610K	+100.00%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	793.26K	10.88M	38.44K	+5.09%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.78%	89.51M	1.23B	13.28M	+17.41%
Jun 30, 2025	ARISTOTLE CAPITAL MANAGEMENT, LLC	0.52%	59.62M	817.97M	-952.46K	-1.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.15%	17.76M	243.63M	-1.89M	-9.61%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.14%	16.59M	227.55M	3.93M	+31.08%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.1%	11.52M	158.08M	765.62K	+7.12%
Jun 30, 2025	NORTHERN TRUST CORP	0.1%	11.19M	153.48M	-220.7K	-1.93%
Jun 30, 2025	BLACKROCK, INC.	0.07%	7.99M	109.58M	163.68K	+2.09%
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	7.66M	105.16M	1.68M	+28.16%
Jun 30, 2025	MORGAN STANLEY	0.06%	7.19M	98.69M	-38.16K	-0.53%
Jun 30, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.05%	6.16M	84.56M	-34.76K	-0.56%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.05%	5.53M	75.88M	-65.16K	-1.16%
Jun 30, 2025	FMR LLC	0.05%	5.5M	75.41M	-191.05K	-3.36%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	4.85M	66.53M	28.68K	+0.59%
Jun 30, 2025	MASSAR CAPITAL MANAGEMENT, LP	0.01%	592.5K	8.13M	592.5K	+100.00%
Jun 30, 2025	CERITY PARTNERS LLC	0.01%	777.85K	10.67M	2.29K	+0.30%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	780.68K	10.71M	104.96K	+15.53%
Jun 30, 2025	THORNBURG INVESTMENT MANAGEMENT INC	0.01%	1.08M	14.83M	25.74K	+2.44%
Jun 30, 2025		0.01%	592.5K	8.13M	592.5K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.01%	652.87K	8.96M	652.87K	+100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	641K	8.79M	306.09K	+91.39%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	804.55K	11.04M	-371	-0.05%
Jun 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.01%	810.03K	11.11M	340.65K	+72.58%
Jun 30, 2025	INVESCO LTD.	0.01%	854.69K	11.73M	-122.46K	-12.53%
Jun 30, 2025	UBS GROUP AG	0.01%	876.09K	12.02M	-762.22K	-46.52%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.01%	1M	13.79M	-208.55K	-17.24%
Jun 30, 2025	CITIGROUP INC	0.01%	1.06M	14.5M	499.07K	+89.52%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.01%	1.1M	15.06M	29.12K	+2.72%
Jun 30, 2025	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.02%	2.51M	34.43M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	2.79M	38.27M	-144.89K	-4.94%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	2.87M	39.39M	92.22K	+3.32%
Jun 30, 2025	FIL LTD	0.03%	3.17M	43.49M	3.17M	+100.00%
Jun 30, 2025	SEI INVESTMENTS CO	0.03%	3.96M	54.32M	19.03K	+0.48%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	1.09M	14.93M	55.73K	+5.40%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.01%	700K	9.6M	-13.07K	-1.83%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	771.91K	10.59M	341.67K	+79.41%
Jun 30, 2025	CREATIVE PLANNING	0.01%	891.22K	12.23M	-51.43K	-5.46%
Jun 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.01%	907.35K	12.45M	41.86K	+4.84%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	921.11K	12.63M	45.97K	+5.25%
Jun 30, 2025	JANE STREET GROUP, LLC	0.01%	927.47K	12.72M	653.38K	+238.38%
Jun 30, 2025	TODD ASSET MANAGEMENT LLC	0.04%	4.1M	56.24M	61.01K	+1.51%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	875.15K	11.92M	958	+0.11%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.03%	3.99M	54.43M	-1.35M	-25.29%
Mar 31, 2025	FMR LLC	0.05%	5.69M	77.52M	376.25K	+7.08%
Mar 31, 2025	BRANDES INVESTMENT PARTNERS, LP	0.01%	865.49K	11.8M	-374.02K	-30.18%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	675.72K	9.21M	673.5K	+30,337.93%
Mar 31, 2025	INVESCO LTD.	0.01%	977.14K	13.32M	-231.27K	-19.14%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.01%	1.07M	14.56M	230.83K	+27.55%
Mar 31, 2025	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.02%	2.51M	34.21M	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.02%	1.89M	25.71M	-70.64K	-3.61%
Mar 31, 2025	MORGAN STANLEY	0.06%	7.23M	98.56M	-52.64K	-0.72%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0%	485.83K	6.62M	40.26K	+9.04%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0%	493.01K	6.71M	-10.71K	-2.13%
Mar 31, 2025	LPL FINANCIAL LLC	0%	458.23K	6.25M	124.83K	+37.44%
Mar 31, 2025	CAPITAL WEALTH PLANNING, LLC	0%	469.37K	6.4M	150.01K	+46.97%
Mar 31, 2025	M&T BANK CORP	0%	478.23K	6.52M	-52.27K	-9.85%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	754.82K	10.29M	6.43K	+0.86%
Mar 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	804.93K	10.97M	36.73K	+4.78%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.09%	10.76M	146.61M	905.67K	+9.19%
Mar 31, 2025	NORTHERN TRUST CORP	0.1%	11.41M	155.48M	885.19K	+8.41%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.11%	12.65M	172.45M	288.58K	+2.33%
Mar 31, 2025	TODD ASSET MANAGEMENT LLC	0.03%	4.04M	55.04M	-31.56K	-0.78%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	4.82M	65.7M	13.17K	+0.27%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.01%	1.21M	16.76M	16.79K	+1.41%
Mar 31, 2025	BLACKROCK, INC.	0.07%	7.82M	106.63M	437.03K	+5.92%
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	5.98M	81.51M	-40.88K	-0.68%
Mar 31, 2025	SEI INVESTMENTS CO	0.03%	3.94M	53.71M	-152.49K	-3.73%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.01%	1.03M	14.07M	-58.42K	-5.36%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	1.03M	14.07M	195.23K	+23.33%
Mar 31, 2025	FEDERATED HERMES, INC.	0.01%	627.08K	8.55M	-16.37K	-2.54%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.65%	76.24M	1.04B	68.39M	+871.34%
Mar 31, 2025	ARISTOTLE CAPITAL MANAGEMENT, LLC	0.52%	60.57M	825.59M	-2.57M	-4.07%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	19.65M	267.78M	-54.41K	-0.28%
Mar 31, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.05%	6.2M	84.48M	247.51K	+4.16%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.05%	5.6M	76.27M	1.77M	+46.38%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	2.93M	39.99M	377.14K	+14.75%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	2.78M	37.87M	282.64K	+11.32%
Mar 31, 2025	ARTEMIS INVESTMENT MANAGEMENT LLP	0.02%	2.56M	34.87M	1.63M	+175.56%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	1.94M	26.46M	73.28K	+3.92%
Mar 31, 2025	UBS GROUP AG	0.01%	1.64M	22.33M	398.29K	+32.12%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	1.09M	14.82M	193.83K	+21.70%
Mar 31, 2025	THORNBURG INVESTMENT MANAGEMENT INC	0.01%	1.06M	143.85M	-161.73K	-13.29%
Mar 31, 2025	CREATIVE PLANNING	0.01%	942.65K	12.85M	183.23K	+24.13%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	919.85K	12.53M	919.85K	+100.00%
Mar 31, 2025	CERITY PARTNERS LLC	0.01%	775.55K	10.57M	-8.44K	-1.08%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0.01%	713.07K	9.72M	695.53K	+3,965.39%
Mar 31, 2025	JOURNEY ADVISORY GROUP, LLC	0.01%	587.55K	8.01M	587.55K	+100.00%
Mar 31, 2025	GUARDIAN PARTNERS INC.	0%	576.02K	6.96M	-9.16K	-1.57%
Mar 31, 2025	CIBC WORLD MARKET INC.	0%	574.28K	7.83M	-157.28K	-21.50%
Mar 31, 2025	CITIGROUP INC	0%	557.48K	7.6M	-20.22K	-3.50%
Mar 31, 2025	BOSTON COMMON ASSET MANAGEMENT, LLC	0%	482.56K	6.58M	110.16K	+29.58%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0%	416.93K	4.28M	12.99K	+3.22%
Mar 31, 2024	GUARDIAN CAPITAL ADVISORS LP	0%	418.54K	4.05M	-32.87K	-7.28%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.01%	734.14K	7.51M	-149.44K	-16.91%
Mar 31, 2024	M&T BANK CORP	0%	547.14K	5.6M	-17.32K	-3.07%
Mar 31, 2024	CERITY PARTNERS LLC	0.01%	812.58K	8.31M	536.1K	+193.90%
Mar 31, 2024	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.02%	2.34M	23.96M	405K	+20.91%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.02%	2.42M	24.77M	-87.26K	-3.48%
Mar 31, 2024	SEI INVESTMENTS CO	0.03%	3.05M	31.25M	88.08K	+2.97%
Mar 31, 2024	BAMCO INC /NY/	0%	460.14K	4.71M	-364.75K	-44.22%
Mar 31, 2024	FEDERATED HERMES, INC.	0.01%	828.76K	8.48M	362.16K	+77.62%
Mar 31, 2024	EDGE CAPITAL GROUP, LLC	0.01%	840.66K	8.6M	840.66K	+100.00%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.01%	891.83K	9.12M	-13.94K	-1.54%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	895.65K	9.16M	-124.56K	-12.21%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.01%	940.95K	9.63M	-25.69K	-2.66%
Mar 31, 2024	CITADEL ADVISORS LLC	0.01%	1.02M	10.38M	834.77K	+463.17%
Mar 31, 2024	HERR INVESTMENT GROUP LLC	0.01%	1.41M	14.43M	393K	+38.63%
Mar 31, 2024	INVESCO LTD.	0.01%	1.56M	15.99M	-560.65K	-26.40%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.01%	1.57M	16.06M	100.06K	+6.81%
Mar 31, 2024	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	0.01%	1.72M	17.56M	-160.89K	-8.57%
Mar 31, 2024	TODD ASSET MANAGEMENT LLC	0.03%	4.05M	41.39M	374.58K	+10.20%
Mar 31, 2024	ROYAL BANK OF CANADA	0.04%	4.23M	43.3M	7.72K	+0.18%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	4.3M	44.04M	448.51K	+11.63%
Mar 31, 2024	FMR LLC	0.04%	4.79M	49.03M	105.23K	+2.24%
Mar 31, 2024	CHEVY CHASE TRUST HOLDINGS, LLC	0.05%	5.66M	57.92M	4.86M	+602.69%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.05%	5.89M	60.23M	14.05K	+0.24%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.1%	11.68M	119.5M	-106.98K	-0.91%
Mar 31, 2024	MORGAN STANLEY	0.06%	7.59M	77.66M	-54.48K	-0.71%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.11%	13M	133.03M	1.49M	+12.99%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.16%	19.47M	199.23M	1.5M	+8.36%
Mar 31, 2024	ARISTOTLE CAPITAL MANAGEMENT, LLC	0.54%	64.71M	661.96M	-2.03M	-3.04%
Mar 31, 2024	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	297.38K	3.04M	55.47K	+22.93%
Mar 31, 2024	FORUM FINANCIAL MANAGEMENT, LP	0%	338.44K	3.46M	6.72K	+2.03%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	353.77K	3.62M	23.81K	+7.22%
Mar 31, 2024	FORESIGHT GLOBAL INVESTORS, INC.	0%	363.9K	3.72M	363.9K	+100.00%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.06%	6.82M	69.72M	84.16K	+1.25%
Mar 31, 2024	NORTHERN TRUST CORP	0.06%	6.78M	69.4M	220.14K	+3.35%
Mar 31, 2024	BLACKROCK INC.	0.06%	6.71M	68.65M	123.06K	+1.87%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0%	424.76K	4.35M	97.72K	+29.88%
Mar 31, 2024	THORNBURG INVESTMENT MANAGEMENT INC	0%	435.14K	4.45M	-6.28K	-1.42%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0%	447.08K	4.58M	407.53K	+1,030.36%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0%	454.36K	4.65M	92.85K	+25.68%
Mar 31, 2024	CAPITAL WEALTH PLANNING, LLC	0%	454.36K	4.65M	92.85K	+25.68%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	489.76K	5.01M	133.57K	+37.50%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	495.49K	5.07M	5.71K	+1.17%
Mar 31, 2024	CREATIVE PLANNING	0%	505.9K	5.18M	87.95K	+21.04%
Mar 31, 2024	DORSEY WRIGHT & ASSOCIATES	0%	365.92K	3.74M	-23.92K	-6.14%
Mar 31, 2024	TRUIST FINANCIAL CORP	0%	396.55K	4.06M	-830	-0.21%
Mar 31, 2024	EDMOND DE ROTHSCHILD HOLDING S.A.	0%	400K	240K	-200K	-33.33%
Mar 31, 2024	BOSTON COMMON ASSET MANAGEMENT, LLC	0%	403.76K	4.13M	1.18K	+0.29%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0%	509.3K	5.21M	40.25K	+8.58%
Mar 31, 2024	TOCQUEVILLE ASSET MANAGEMENT L.P.	0%	409.72K	4.19M	0	0
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.01%	642.86K	6.58M	21.28K	+3.42%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0.01%	657.72K	6.73M	62.17K	+10.44%
Mar 31, 2024	UBS GROUP AG	0.01%	661.22K	6.76M	-84.56K	-11.34%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	662.72K	6.78M	125.47K	+23.35%
Mar 31, 2024	CITIGROUP INC	0.01%	667.6K	6.83M	27.27K	+4.26%
Mar 31, 2024	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	715.76K	7.32M	-24.49K	-3.31%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.02%	1.98M	20.27M	-30.94K	-1.54%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	1.88M	19.23M	148.71K	+8.59%
Mar 31, 2024	GROUPAMA ASSET MANAGMENT	0.02%	1.85M	18.73M	1.85M	+100.00%
Mar 31, 2024	BRANDES INVESTMENT PARTNERS, LP	0.02%	1.84M	18.83M	-570.2K	-23.65%
Mar 31, 2024	FIRST TRUST DIRECT INDEXING L.P.	0%	413.77K	4.23M	-14.68K	-3.43%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.01%	1.47M	12.65M	142.26K	+10.72%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	1.73M	14.91M	108.03K	+6.66%
Dec 31, 2023	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	0.02%	1.88M	16.16M	135.58K	+7.78%
Dec 31, 2023	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.02%	1.94M	16.68M	-55K	-2.76%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.02%	2.01M	17.33M	82.73K	+4.29%
Dec 31, 2023	INVESCO LTD.	0.02%	2.12M	18.29M	-635.18K	-23.02%
Dec 31, 2023	BRANDES INVESTMENT PARTNERS, LP	0.02%	2.41M	20.76M	722.64K	+42.80%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.02%	2.51M	21.6M	-15.12K	-0.60%
Dec 31, 2023	SEI INVESTMENTS CO	0.02%	2.97M	25.54M	236.36K	+8.66%
Dec 31, 2023	TODD ASSET MANAGEMENT LLC	0.03%	3.67M	31.61M	-78.6K	-2.10%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.06%	6.73M	57.95M	6.73M	+100.00%
Dec 31, 2023	BLACKROCK INC.	0.05%	6.59M	56.72M	359.9K	+5.78%
Dec 31, 2023	NORTHERN TRUST CORP	0.05%	6.56M	56.51M	40.42K	+0.62%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.05%	5.87M	50.57M	53.76K	+0.92%
Dec 31, 2023	FMR LLC	0.04%	4.69M	40.36M	210.17K	+4.69%
Dec 31, 2023	ROYAL BANK OF CANADA	0.04%	4.22M	36.38M	413.54K	+10.85%
Dec 31, 2023	FEDERATED HERMES, INC.	0%	466.6K	4.02M	460.85K	+8,010.57%
Dec 31, 2023	GUARDIAN CAPITAL ADVISORS LP	0%	451.4K	4.01M	-71.54K	-13.68%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.03%	3.86M	33.2M	191.95K	+5.24%
Dec 31, 2023	THORNBURG INVESTMENT MANAGEMENT INC	0%	441.42K	3.83M	222.99K	+102.08%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0%	436.6K	3.76M	-311.4K	-41.63%
Dec 31, 2023	FIRST TRUST DIRECT INDEXING L.P.	0%	428.45K	3.69M	63.39K	+17.37%
Dec 31, 2023	QUANTINNO CAPITAL MANAGEMENT LP	0%	469.05K	4.04M	223.84K	+91.28%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0%	489.78K	4.22M	-14.5K	-2.88%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	537.25K	4.63M	40.47K	+8.15%
Dec 31, 2023	M&T BANK CORP	0%	564.46K	4.86M	-11.54K	-2.00%
Dec 31, 2023	MORAN WEALTH MANAGEMENT, LLC	0%	588.82K	5.07M	588.82K	+100.00%
Dec 31, 2023		0.01%	595.56K	5.13M	60.23K	+11.25%
Dec 31, 2023	EDMOND DE ROTHSCHILD HOLDING S.A.	0.01%	600K	108K	600K	+100.00%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.01%	621.59K	5.35M	46.93K	+8.17%
Dec 31, 2023	CITIGROUP INC	0.01%	640.33K	5.51M	12.82K	+2.04%
Dec 31, 2023	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	740.25K	6.37M	15.2K	+2.10%
Dec 31, 2023	UBS GROUP AG	0.01%	745.77K	6.42M	-168.39K	-18.42%
Dec 31, 2023	CHEVY CHASE TRUST HOLDINGS, LLC	0.01%	805.67K	6.94M	805.67K	+100.00%
Dec 31, 2023	BAMCO INC /NY/	0.01%	824.9K	7.1M	-139.34K	-14.45%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.01%	883.58K	7.61M	58.12K	+7.04%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.01%	905.76K	7.8M	-2.61K	-0.29%
Dec 31, 2023	CREATIVE PLANNING	0%	417.95K	3.6M	70.04K	+20.13%
Dec 31, 2023	TOCQUEVILLE ASSET MANAGEMENT L.P.	0%	409.72K	3.53M	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0%	403.94K	3.48M	38.32K	+10.48%
Dec 31, 2023	BOSTON COMMON ASSET MANAGEMENT, LLC	0%	402.58K	3.47M	389.74K	+3,036.08%
Dec 31, 2023	ARISTOTLE CAPITAL MANAGEMENT, LLC	0.55%	66.74M	574.61M	-3.69M	-5.24%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.15%	17.97M	154.74M	-1.33M	-6.89%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.1%	11.79M	101.49M	727.84K	+6.58%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.1%	11.51M	99.09M	115.36K	+1.01%
Dec 31, 2023	MORGAN STANLEY	0.06%	7.65M	65.83M	-94.5K	-1.22%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.01%	966.64K	8.32M	43.15K	+4.67%
Dec 31, 2023	HERR INVESTMENT GROUP LLC	0.01%	1.02M	8.76M	-163.89K	-13.87%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	1.02M	8.78M	300K	+41.65%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.01%	1.18M	10.19M	462.92K	+64.24%

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