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About 12.2% of VTMX shares are held by financial institutions. VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC is the top corporate investor, holding 10.9K shares valued at $332.31K. A 0.01% stake in Corporación Inmobiliaria Vesta, S.A.B. de C.V. is owned by the company. WESTSIDE INVESTMENT MANAGEMENT, INC. owns 1 shares valued at $30.00, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.01% | 10.9K | 332.31K | 10.9K | +100.00% |
| Dec 31, 2025 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0% | 1 | 30 | 1 | +100.00% |
| Dec 31, 2025 | IMA WEALTH, INC. | 0% | 4 | 121 | 4 | +100.00% |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0% | 8 | 244 | 0 | 0 |
| Dec 31, 2025 | ABC ARBITRAGE SA | 0.17% | 144.36K | 4.4M | 86.33K | +148.76% |
| Dec 31, 2025 | CAPITAL INTERNATIONAL INVESTORS | 0.08% | 63.56K | 1.94M | 0 | 0 |
| Dec 31, 2025 | M&T BANK CORP | 0.08% | 69.57K | 2.12M | 69.57K | +100.00% |
| Dec 31, 2025 | MARSHALL WACE, LLP | 0.09% | 73.78K | 2.25M | -25.57K | -25.73% |
| Dec 31, 2025 | SAMLYN CAPITAL, LLC | 0.09% | 76.27K | 2.33M | 2.28K | +3.08% |
| Dec 31, 2025 | CARMIGNAC GESTION | 0.94% | 796.22K | 24.28M | 27.7K | +3.60% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.02% | 20.77K | 633.22K | 770 | +3.85% |
| Dec 31, 2025 | NEUBERGER BERMAN GROUP LLC | 0.03% | 21.23K | 647.08K | 187 | +0.89% |
| Dec 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.03% | 21.63K | 659.49K | 901 | +4.35% |
| Dec 31, 2025 | ABS DIRECT EQUITY FUND LLC | 0.04% | 36.8K | 1.12M | -4K | -9.80% |
| Dec 31, 2025 | MARINER, LLC | 0.04% | 36.91K | 1.13M | -2.98K | -7.48% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0% | 10 | 305 | 0 | 0 |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 15 | 457 | 15 | +100.00% |
| Dec 31, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 4.38K | 133.39K | -674 | -13.35% |
| Dec 31, 2025 | CITIGROUP INC | 0.01% | 4.82K | 146.81K | -539 | -10.07% |
| Dec 31, 2025 | JUMP FINANCIAL, LLC | 0.01% | 6.7K | 204.28K | -21.3K | -76.07% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 9.03K | 275.42K | 185 | +2.09% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.01% | 11.03K | 336.24K | -8.91K | -44.69% |
| Dec 31, 2025 | VERITION FUND MANAGEMENT LLC | 0.01% | 12.02K | 366.61K | 277 | +2.36% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.02% | 13.52K | 412.24K | -4.18K | -23.61% |
| Dec 31, 2025 | NUVEEN, LLC | 0.02% | 20.39K | 621.72K | -16.14K | -44.17% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.02% | 20.69K | 630.9K | -25.04K | -54.75% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.05% | 39.41K | 1.2M | 4.69K | +13.52% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.05% | 40.63K | 1.24M | 27.48K | +209.08% |
| Dec 31, 2025 | BRANDES INVESTMENT PARTNERS, LP | 0.06% | 46.99K | 1.43M | 6.97K | +17.40% |
| Dec 31, 2025 | UBS GROUP AG | 0.11% | 91.99K | 2.8M | 10.5K | +12.89% |
| Dec 31, 2025 | MORGAN STANLEY | 0.13% | 114.15K | 3.48M | -57.77K | -33.60% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.33% | 283K | 8.63M | 135.28K | +91.57% |
| Dec 31, 2025 | PARK PLACE CAPITAL CORP | 0% | 468 | 14.27K | 0 | 0 |
| Dec 31, 2025 | SMARTLEAF ASSET MANAGEMENT LLC | 0% | 502 | 15.33K | 502 | +100.00% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 506 | 15.43K | 341 | +206.67% |
| Dec 31, 2025 | GAMMA INVESTING LLC | 0% | 508 | 15.49K | 164 | +47.67% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 670 | 20.43K | 43 | +6.86% |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0% | 1.86K | 56.83K | 1.86K | +100.00% |
| Dec 31, 2025 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0% | 3.72K | 113.27K | 0 | 0 |
| Dec 31, 2025 | MILITIA CAPITAL PARTNERS, LP | 0.03% | 27.7K | 844.57K | 6.2K | +28.84% |
| Dec 31, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.36% | 300.53K | 9.16M | -18.42K | -5.77% |
| Dec 31, 2025 | FMR LLC | 1.92% | 1.62M | 49.52M | -724.62K | -30.85% |
| Dec 31, 2025 | WELLINGTON MANAGEMENT GROUP LLP | 2.28% | 1.93M | 58.86M | -13.9K | -0.72% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 28 | 854 | 0 | 0 |
| Dec 31, 2025 | NBC SECURITIES, INC. | 0% | 34 | 1.04K | 6 | +21.43% |
| Dec 31, 2025 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0% | 57 | 1.74K | 57 | +100.00% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0% | 58 | 1.77K | 0 | 0 |
| Dec 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0% | 84 | 2.56K | 0 | 0 |
| Dec 31, 2025 | JFS WEALTH ADVISORS, LLC | 0% | 84 | 2.56K | 0 | 0 |
| Dec 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 102 | 3.11K | -224 | -68.71% |
| Dec 31, 2025 | PRIVATE TRUST CO NA | 0% | 0 | - | -44 | -100.00% |
| Dec 31, 2025 | BESSEMER GROUP INC | 0% | 0 | - | -85 | -100.00% |
| Dec 31, 2025 | SRS CAPITAL ADVISORS, INC. | 0% | 118 | 3.6K | 100 | +555.56% |
| Dec 31, 2025 | WEALTHCOLLAB, LLC | 0% | 390 | 11.89K | 0 | 0 |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 916 | 27.93K | -517 | -36.08% |
| Dec 31, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -24 | -100.00% |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0% | 1 | 30 | -5 | -83.33% |
| Dec 31, 2025 | BLACKROCK, INC. | 0.19% | 157.26K | 4.79M | 272 | +0.17% |
| Dec 31, 2025 | ITAU UNIBANCO HOLDING S.A. | 0.23% | 190.37K | 5.8M | 190.37K | +100.00% |
| Dec 31, 2025 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.25% | 211.18K | 6.44M | -25.24K | -10.67% |
| Dec 31, 2025 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.39% | 330.34K | 10.07M | -35.76K | -9.77% |
| Dec 31, 2025 | RHUMBLINE ADVISERS | 0% | 1.28K | 39.15K | -168 | -11.57% |
| Dec 31, 2025 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0% | 1.67K | 50.83K | 91 | +5.77% |
| Dec 31, 2025 | JTC EMPLOYER SOLUTIONS TRUSTEE LTD | 0% | 2.18K | 66K | 0 | 0 |
| Dec 31, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 2.45K | 74.79K | 2.45K | +100.00% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 165 | 4.67K | 165 | +100.00% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0% | 1.45K | 41.08K | 0 | 0 |
| Sep 30, 2025 | PARK PLACE CAPITAL CORP | 0% | 468 | 13.24K | 0 | 0 |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.02% | 20K | 565.74K | -17.12K | -46.12% |
| Sep 30, 2025 | VERITION FUND MANAGEMENT LLC | 0.01% | 11.75K | 332.32K | 11.75K | +100.00% |
| Sep 30, 2025 | SAVANT CAPITAL, LLC | 0.01% | 9.1K | 257.36K | 9.1K | +100.00% |
| Sep 30, 2025 | JTC EMPLOYER SOLUTIONS TRUSTEE LTD | 0% | 2.18K | 62K | 0 | 0 |
| Sep 30, 2025 | GAMMA INVESTING LLC | 0% | 344 | 9.73K | 136 | +65.38% |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 326 | 9.22K | -128 | -28.19% |
| Sep 30, 2025 | MARINER, LLC | 0.05% | 39.89K | 1.13M | 7.45K | +22.97% |
| Sep 30, 2025 | BRANDES INVESTMENT PARTNERS, LP | 0.05% | 40.02K | 1.13M | 451 | +1.14% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.04% | 34.72K | 982K | -70 | -0.20% |
| Sep 30, 2025 | JUMP FINANCIAL, LLC | 0.03% | 28K | 792.09K | 28K | +100.00% |
| Sep 30, 2025 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.03% | 22.27K | 630.08K | -109.13K | -83.05% |
| Sep 30, 2025 | MILITIA CAPITAL PARTNERS, LP | 0.03% | 21.5K | 608.24K | 1.5K | +7.50% |
| Sep 30, 2025 | NEUBERGER BERMAN GROUP LLC | 0.02% | 21.04K | 592.1K | 47 | +0.22% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 0.02% | 17.7K | 500.64K | 720 | +4.24% |
| Sep 30, 2025 | NUVEEN, LLC | 0.04% | 36.53K | 1.03M | -11.71K | -24.27% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.02% | 19.94K | 564.02K | -36.35K | -64.58% |
| Sep 30, 2025 | TT CAPITAL MANAGEMENT LLC | 0.02% | 13.49K | 381.63K | -1.31K | -8.85% |
| Sep 30, 2025 | BLEAKLEY FINANCIAL GROUP, LLC | 0.02% | 13.17K | 372.44K | 1.62K | +14.00% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.02% | 13.14K | 371.84K | 13.14K | +100.00% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 8.85K | 250.32K | -1.63K | -15.56% |
| Sep 30, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 5.05K | 142.84K | 257 | +5.36% |
| Sep 30, 2025 | WEALTHCOLLAB, LLC | 0% | 390 | 11.03K | -87 | -18.24% |
| Sep 30, 2025 | CITIGROUP INC | 0.01% | 5.35K | 151.47K | -613 | -10.27% |
| Sep 30, 2025 | BINNACLE INVESTMENTS INC | 0% | 101 | 2.86K | -1 | -0.98% |
| Sep 30, 2025 | BESSEMER GROUP INC | 0% | 85 | 2K | 85 | +100.00% |
| Sep 30, 2025 | JFS WEALTH ADVISORS, LLC | 0% | 84 | 2.38K | 0 | 0 |
| Sep 30, 2025 | LARSON FINANCIAL GROUP LLC | 0% | 59 | 1.67K | -6 | -9.23% |
| Sep 30, 2025 | PRIVATE TRUST CO NA | 0% | 44 | 1.25K | 0 | 0 |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 28 | 792 | 0 | 0 |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 24 | 679 | -15 | -38.46% |
| Sep 30, 2025 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | 0% | 20 | 566 | 20 | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0% | 10 | 283 | 0 | 0 |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0% | 8 | 227 | -1 | -11.11% |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 6 | 170 | -6 | -50.00% |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 0 | - | -23 | -100.00% |
| Sep 30, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0% | 0 | - | -9.18K | -100.00% |
| Sep 30, 2025 | CANADA PENSION PLAN INVESTMENT BOARD | 0% | 0 | - | -120.3K | -100.00% |
| Sep 30, 2025 | ACUITAS INVESTMENTS, LLC | 0% | 0 | - | -27.2K | -100.00% |
| Sep 30, 2025 | RIGGS ASSET MANAGMENT CO. INC. | 0% | 0 | - | -30 | -100.00% |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0% | 0 | - | -24 | -100.00% |
| Sep 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.02% | 20.73K | 586.44K | 1.86K | +9.84% |
| Sep 30, 2025 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0% | 3.72K | 105.09K | -350 | -8.61% |
| Sep 30, 2025 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0% | 1.58K | 44.59K | -139 | -8.11% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 1.43K | 40.29K | 651 | +83.25% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 627 | 17.75K | -4 | -0.63% |
| Sep 30, 2025 | FMR LLC | 2.78% | 2.35M | 66.45M | -492.21K | -17.33% |
| Sep 30, 2025 | WELLINGTON MANAGEMENT GROUP LLP | 2.3% | 1.94M | 55M | -68.41K | -3.40% |
| Sep 30, 2025 | CARMIGNAC GESTION | 0.91% | 768.52K | 21.73M | 0 | 0 |
| Sep 30, 2025 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.43% | 366.1K | 10.36M | 17.11K | +4.90% |
| Sep 30, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.38% | 318.94K | 9.02M | -2.5K | -0.78% |
| Sep 30, 2025 | MACQUARIE GROUP LTD | 0.37% | 313.69K | 8.87M | -28.15K | -8.23% |
| Sep 30, 2025 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.28% | 236.41K | 6.69M | 10.63K | +4.71% |
| Sep 30, 2025 | MORGAN STANLEY | 0.2% | 171.92K | 4.86M | -313.01K | -64.55% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.19% | 156.99K | 4.44M | -99.98K | -38.91% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.17% | 147.72K | 4.18M | 32.42K | +28.12% |
| Sep 30, 2025 | MARSHALL WACE, LLP | 0.12% | 99.35K | 2.81M | 22.85K | +29.87% |
| Sep 30, 2025 | UBS GROUP AG | 0.1% | 81.49K | 2.31M | -2.96K | -3.50% |
| Sep 30, 2025 | SAMLYN CAPITAL, LLC | 0.09% | 73.99K | 2.09M | 2.41K | +3.36% |
| Sep 30, 2025 | CAPITAL INTERNATIONAL INVESTORS | 0.08% | 63.56K | 1.8M | 0 | 0 |
| Sep 30, 2025 | ABC ARBITRAGE SA | 0.07% | 58.03K | 1.64M | -141.23K | -70.88% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.05% | 45.73K | 1.29M | 10.4K | +29.43% |
| Sep 30, 2025 | ABS DIRECT EQUITY FUND LLC | 0.05% | 40.8K | 1.15M | 19.9K | +95.22% |
| Jun 30, 2025 | M&T BANK CORP | 0.09% | 75.08K | 2.06M | 11.92K | +18.88% |
| Jun 30, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.38% | 321.44K | 8.8M | 19.97K | +6.62% |
| Jun 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 0 | - | -532 | -100.00% |
| Jun 30, 2025 | CANADA PENSION PLAN INVESTMENT BOARD | 0.14% | 120.3K | 3.3M | 120.3K | +100.00% |
| Jun 30, 2025 | CITIGROUP INC | 0.01% | 5.97K | 163.44K | 1.99K | +50.19% |
| Jun 30, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0% | 84 | 2.3K | -18 | -17.65% |
| Jun 30, 2025 | JFS WEALTH ADVISORS, LLC | 0% | 84 | 2.3K | 38 | +82.61% |
| Jun 30, 2025 | LARSON FINANCIAL GROUP LLC | 0% | 65 | 1.78K | 65 | +100.00% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 58 | 1.59K | 0 | 0 |
| Jun 30, 2025 | PRIVATE TRUST CO NA | 0% | 44 | 1.21K | 0 | 0 |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 39 | 1.07K | 12 | +44.44% |
| Jun 30, 2025 | RIGGS ASSET MANAGMENT CO. INC. | 0% | 30 | 822 | 30 | +100.00% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0% | 24 | 657 | -1 | -4.00% |
| Jun 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 23 | 627 | 23 | +100.00% |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0% | 9 | 247 | 0 | 0 |
| Jun 30, 2025 | CAPITAL INTERNATIONAL, INC./CA/ | 0% | 0 | - | -120.68K | -100.00% |
| Jun 30, 2025 | CAPITAL INTERNATIONAL SARL | 0% | 0 | - | -66.1K | -100.00% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 631 | 17.3K | 591 | +1,477.50% |
| Jun 30, 2025 | BLEAKLEY FINANCIAL GROUP, LLC | 0.01% | 11.55K | 316.3K | 11.55K | +100.00% |
| Jun 30, 2025 | BRANDES INVESTMENT PARTNERS, LP | 0.05% | 39.57K | 1.08M | 5.42K | +15.86% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 782 | 21.42K | 782 | +100.00% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.04% | 35.33K | 967.8M | -811 | -2.24% |
| Jun 30, 2025 | WELLINGTON MANAGEMENT GROUP LLP | 2.38% | 2.01M | 55.13M | 330.09K | +19.62% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.3% | 256.97K | 7.04M | 128.05K | +99.32% |
| Jun 30, 2025 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.27% | 225.78K | 6.18M | 6.59K | +3.01% |
| Jun 30, 2025 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.16% | 131.4K | 3.6M | -190.9K | -59.23% |
| Jun 30, 2025 | MARSHALL WACE, LLP | 0.09% | 76.5K | 2.1M | 15.1K | +24.60% |
| Jun 30, 2025 | SAMLYN CAPITAL, LLC | 0.08% | 71.59K | 1.96M | -2.94K | -3.94% |
| Jun 30, 2025 | CAPITAL INTERNATIONAL INVESTORS | 0.08% | 63.56K | 1.74M | -246.35K | -79.49% |
| Jun 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.06% | 50K | 1.37M | 8K | +19.05% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.04% | 37.12K | 1.02M | 10.24K | +38.08% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.04% | 34.79K | 953K | 5.88K | +20.35% |
| Jun 30, 2025 | ABC ARBITRAGE SA | 0.24% | 199.26K | 5.46M | 142.66K | +252.04% |
| Jun 30, 2025 | NUVEEN, LLC | 0.06% | 48.23K | 1.32M | -2.94K | -5.75% |
| Jun 30, 2025 | MARINER, LLC | 0.04% | 32.44K | 888.5K | 11.95K | +58.35% |
| Jun 30, 2025 | ACUITAS INVESTMENTS, LLC | 0.03% | 27.2K | 745.01K | 0 | 0 |
| Jun 30, 2025 | NEUBERGER BERMAN GROUP LLC | 0.02% | 20.99K | 573.8K | 1.02K | +5.10% |
| Jun 30, 2025 | ABS DIRECT EQUITY FUND LLC | 0.02% | 20.9K | 572.45K | 20.9K | +100.00% |
| Jun 30, 2025 | MILITIA CAPITAL PARTNERS, LP | 0.02% | 20K | 547.8K | 1.5K | +8.11% |
| Jun 30, 2025 | TT CAPITAL MANAGEMENT LLC | 0.02% | 14.8K | 405.37K | 100 | +0.68% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 10.48K | 287K | -807 | -7.15% |
| Jun 30, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0.01% | 9.18K | 251.36K | 0 | 0 |
| Jun 30, 2025 | VIRTU FINANCIAL LLC | 0.01% | 8.47K | 232K | 8.47K | +100.00% |
| Jun 30, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 4.79K | 131.25K | 256 | +5.64% |
| Jun 30, 2025 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0% | 4.07K | 111.34K | 275 | +7.26% |
| Jun 30, 2025 | JTC EMPLOYER SOLUTIONS TRUSTEE LTD | 0% | 2.18K | 60K | 0 | 0 |
| Jun 30, 2025 | WEALTHCOLLAB, LLC | 0% | 477 | 13.07K | -206 | -30.16% |
| Jun 30, 2025 | PARK PLACE CAPITAL CORP | 0% | 468 | 12.79K | 0 | 0 |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 454 | 12.44K | 435 | +2,289.47% |
| Jun 30, 2025 | BINNACLE INVESTMENTS INC | 0% | 102 | 2.79K | -19 | -15.70% |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0% | 208 | 5.7K | 173 | +494.29% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0% | 1.45K | 39.77K | 1.04K | +252.43% |
| Jun 30, 2025 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0% | 1.72K | 46.98K | 131 | +8.27% |
| Jun 30, 2025 | SEI INVESTMENTS CO | 0.02% | 16.98K | 465.19K | 1.9K | +12.57% |
| Jun 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.02% | 18.87K | 516.92K | 1.79K | +10.47% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.07% | 56.29K | 1.54M | 42.95K | +321.96% |
| Jun 30, 2025 | UBS GROUP AG | 0.1% | 84.45K | 2.31M | -7.62K | -8.27% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.14% | 115.3K | 3.16M | -450.77K | -79.63% |
| Jun 30, 2025 | 0% | 102 | 2.79K | -19 | -15.70% | |
| Jun 30, 2025 | MACQUARIE GROUP LTD | 0.4% | 341.84K | 9.36M | -244.98K | -41.75% |
| Jun 30, 2025 | MORGAN STANLEY | 0.57% | 484.93K | 13.28B | -1.4M | -74.28% |
| Jun 30, 2025 | CARMIGNAC GESTION | 0.91% | 768.52K | 21.04M | 31.09K | +4.22% |
| Jun 30, 2025 | FMR LLC | 3.36% | 2.84M | 77.81M | 970.54K | +51.89% |
| Jun 30, 2025 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.41% | 348.99K | 9.56M | 43.24K | +14.14% |
| Mar 31, 2025 | NEUBERGER BERMAN GROUP LLC | 0.02% | 19.97K | 464.39K | 408 | +2.09% |
| Mar 31, 2025 | MARINER, LLC | 0.02% | 20.49K | 467.28K | 20.49K | +100.00% |
| Mar 31, 2025 | THIRD AVENUE MANAGEMENT LLC | 0.03% | 25K | 570.25K | 0 | 0 |
| Mar 31, 2025 | CAPITAL INTERNATIONAL, INC./CA/ | 0.14% | 120.68K | 2.75M | -64.39K | -34.79% |
| Mar 31, 2025 | BLACKROCK, INC. | 0.15% | 128.93K | 2.94M | 128.93K | +100.00% |
| Mar 31, 2025 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.26% | 219.19K | 5M | -44.44K | -16.86% |
| Mar 31, 2025 | WELLINGTON MANAGEMENT GROUP LLP | 1.96% | 1.68M | 38.38M | 330.28K | +24.42% |
| Mar 31, 2025 | SAMLYN CAPITAL, LLC | 0.09% | 74.52K | 1.7M | 2 | 0.00% |
| Mar 31, 2025 | ANSON FUNDS MANAGEMENT LP | 0.06% | 54.83K | 1.25M | 54.83K | +100.00% |
| Mar 31, 2025 | SPX GESTAO DE RECURSOS LTDA | 0.3% | 253.73K | 5.79M | 253.73K | +100.00% |
| Mar 31, 2025 | THORNBURG INVESTMENT MANAGEMENT INC | 0.31% | 267.38K | 60.99M | 447 | +0.17% |
| Mar 31, 2025 | CAPITAL INTERNATIONAL SARL | 0.08% | 66.1K | 1.51M | -3.11K | -4.50% |
| Mar 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.02% | 17.08K | 389.69K | 2.07K | +13.80% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 11.29K | 257.4K | -753 | -6.26% |
| Mar 31, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.35% | 301.48K | 6.88M | 58.85K | +24.26% |
| Mar 31, 2025 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.36% | 305.75K | 6.97M | -136.46K | -30.86% |
| Mar 31, 2025 | SQUAREPOINT OPS LLC | 0.01% | 9.28K | 211.56K | 9.28K | +100.00% |
| Mar 31, 2025 | 0.02% | 14.7K | 335.31K | 14.7K | +100.00% | |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 3.17K | 72.26K | -72 | -2.22% |
| Mar 31, 2025 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0% | 3.79K | 86.45K | 0 | 0 |
| Mar 31, 2025 | MARSHALL WACE, LLP | 0.07% | 61.4K | 1.4M | -106.8K | -63.50% |
| Mar 31, 2025 | CAPITAL INTERNATIONAL INVESTORS | 0.36% | 309.91K | 7.07M | 0 | 0 |
| Mar 31, 2025 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.38% | 322.3K | 7.35M | 249.3K | +341.51% |
| Mar 31, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0.01% | 9.18K | 209.33K | -4.2K | -31.38% |
| Mar 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.03% | 26.88K | 613.13K | 7.74K | +40.47% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.04% | 36.15K | 824.47K | -21.09K | -36.84% |
| Mar 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.05% | 42K | 958.02K | 42K | +100.00% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.66% | 566.07K | 12.91M | 483.91K | +588.99% |
| Mar 31, 2025 | PARK PLACE CAPITAL CORP | 0% | 468 | 10.68K | 0 | 0 |
| Mar 31, 2025 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0% | 1.58K | 36.39K | -170 | -9.69% |
| Mar 31, 2025 | UBS GROUP AG | 0.11% | 92.06K | 2.1M | 60.76K | +194.11% |
| Mar 31, 2025 | MACQUARIE GROUP LTD | 0.68% | 586.82K | 13.39M | -45.6K | -7.21% |
| Mar 31, 2025 | CARMIGNAC GESTION | 0.86% | 737.43K | 16.82M | 0 | 0 |
| Mar 31, 2025 | LONG POND CAPITAL, LP | 1.11% | 949.94K | 21.67M | -1.71M | -64.33% |
| Mar 31, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 532 | 12.14K | 532 | +100.00% |
| Mar 31, 2025 | WEALTHCOLLAB, LLC | 0% | 683 | 15.58K | -54 | -7.33% |
| Mar 31, 2025 | JTC EMPLOYER SOLUTIONS TRUSTEE LTD | 0% | 2.18K | 50K | 0 | 0 |
| Mar 31, 2025 | ACUITAS INVESTMENTS, LLC | 0.03% | 27.2K | 620.43K | 27.2K | +100.00% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.03% | 28.9K | 659K | 770 | +2.74% |
| Mar 31, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 4.54K | 103.47K | 1.65K | +57.34% |
| Mar 31, 2025 | BRANDES INVESTMENT PARTNERS, LP | 0.04% | 34.16K | 779.07K | -1.68K | -4.70% |
| Mar 31, 2025 | FMR LLC | 2.18% | 1.87M | 42.66M | 251.27K | +15.52% |
| Mar 31, 2025 | MILITIA CAPITAL PARTNERS, LP | 0.02% | 18.5K | 421.99K | 15.55K | +527.12% |
| Mar 31, 2025 | MORGAN STANLEY | 2.2% | 1.89M | 43M | 1.63M | +626.25% |
| Mar 31, 2025 | CITIGROUP INC | 0% | 3.97K | 90.62K | -358 | -8.27% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.02% | 13.34K | 304.29K | 13.34K | +100.00% |
| Mar 31, 2025 | SEI INVESTMENTS CO | 0.02% | 15.09K | 344.08K | 3.48K | +29.98% |
| Mar 31, 2025 | ORION PORTFOLIO SOLUTIONS, LLC | 0.02% | 17.08K | 389.69K | 2.07K | +13.80% |
| Mar 31, 2025 | M&T BANK CORP | 0.07% | 63.16K | 1.44M | 10.7K | +20.39% |