How many institutions own WF 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 WF shares is 232, representing 3.54% of the company's common stock.

Who are the major shareholders selling Woori Financial Group Inc. stock?

COLDSTREAM CAPITAL MANAGEMENT INC, in the last quarter, reduced its stake in WF by -1.49% restricting it's holding to 12.12 thousand shares of worth nearly $815.23K. CAPROCK GROUP, LLC also lessened -21.24% of the WF shares from its portfolio, reducing its holding to 11.37 thousand shares of worth $774.04K. ABACUS WEALTH PARTNERS, LLC also shunned WF shares holding by -5.35% last quarter which brought its holding to 34.97 thousand shares worth $2.33M.

Investors who are buying WF stock?

As per its latest 13F filing, APRIO WEALTH MANAGEMENT, LLC increased its stake in WF by 2.06% in the last quarter. The institutional holder raised its holding to 11.91 thousand shares having worth more than $793.07K. also added 7.92% more shares of WF to its portfolio, raising its holding to 11.79 thousand shares of worth $785.21K. MARSHALL WACE, LLP also increased its WF shares holding by 293.8% which brought its holding to 21.09 thousand shares worth $1.40M.

WF's major insiders: who are they?

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

Did an insider recently sell WF stock?

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

Which insider recently purchased WF stock?

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

How much of WF does insiders own?

Around 0 Woori Financial Group Inc. shares are held by insiders, which represents about N/A of WF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in WF?

COLDSTREAM CAPITAL MANAGEMENT INC is the largest institutional owner in WF which holds 12.12 thousand shares worth $815.23K or 0% of the total WF shares outstanding followed by APRIO WEALTH MANAGEMENT, LLC with ownership of 11.91 thousand shares representing 0% of the WF ownership. is the third largest stakeholder with 11.79 thousand shares or 0% of the ownership worth more than $785.21K.

Is Woori 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 WF is concerned, it is a stock which is not optionable.

Is there a short position on WF's shares?

Number of WF shares short is 101.12K. 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 WF shares are there?

As of today, 244.67M shares of WF are outstanding.

Is there many float in WF 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, WF has 642.48M shares in float.

WF 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 WF is 2.19.

Woori Financial Group (WF) 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

OptionableNo

Short Percent Of Outstanding Shares0.04

Short Percent Of Float0.04

Shares Outstanding244.67M

Shares Float642.48M

Shares Short101.12K

Short Ratio2.19

0.04%

Short % of Float

0.04%

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

N/A Percentage of Shares held by All Insiders

3.54% Percentage of Shares held by All Institutions

3.54% Percentage of Float held by Institutions

232

Number of Institutions Holding Shares

Institutional Ownership

About 3.54% of WF shares are held by financial institutions. COLDSTREAM CAPITAL MANAGEMENT INC is the top corporate investor, holding 12.12K shares valued at $815.23K. A 0% stake in Woori Financial Group Inc. is owned by the company. APRIO WEALTH MANAGEMENT, LLC owns 11.91K shares valued at $793.07K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0%	12.12K	815.23K	-183	-1.49%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0%	11.91K	793.07K	240	+2.06%
Mar 31, 2026		0%	11.79K	785.21K	865	+7.92%
Mar 31, 2026	CAPROCK GROUP, LLC	0%	11.37K	774.04K	-3.07K	-21.24%
Mar 31, 2026	ABACUS WEALTH PARTNERS, LLC	0.01%	34.97K	2.33M	-1.98K	-5.35%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.01%	21.21K	1.41M	-1.75K	-7.64%
Mar 31, 2026	MARSHALL WACE, LLP	0.01%	21.09K	1.4M	15.74K	+293.80%
Mar 31, 2026	CITIGROUP INC	0.01%	21.02K	1.4M	7.78K	+58.76%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.01%	20.51K	1.37M	20.51K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.01%	19.72K	1.31M	983	+5.25%
Mar 31, 2026	DONALD SMITH & CO., INC.	0.22%	547.69K	12.16M	547.69K	+100.00%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	39.78K	2.65M	3.74K	+10.38%
Mar 31, 2026	NORTHERN TRUST CORP	0.02%	40.17K	2.68M	-3.45K	-7.90%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.17%	441.92K	29.43M	-59.95K	-11.94%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.02%	42K	2.8M	2.45K	+6.19%
Mar 31, 2026	QUADRANT CAPITAL GROUP LLC	0.02%	43.11K	2.87M	11.99K	+38.52%
Mar 31, 2026	SIGNATUREFD, LLC	0.02%	44.55K	2.97M	320	+0.72%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	0.04%	95.64K	6.37M	3.35K	+3.62%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.04%	96.33K	6.42M	9.81K	+11.34%
Mar 31, 2026	LAIRD NORTON TRUST COMPANY, LLC	0.04%	99.9K	6.8M	6K	+6.39%
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.04%	105.38K	7.02M	-136.54K	-56.44%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.01%	22.77K	1.52M	3.99K	+21.25%
Mar 31, 2026	FRANK, RIMERMAN ADVISORS LLC	0.01%	23.35K	1.55M	7.37K	+46.17%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	23.44K	1.56M	-3.86K	-14.15%
Mar 31, 2026	DGS CAPITAL MANAGEMENT, LLC	0.01%	24.09K	1.6M	-3.21K	-11.76%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	24.15K	1.61M	-521	-2.11%
Mar 31, 2026	MARINER, LLC	0.02%	38.55K	2.56M	4.6K	+13.56%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.01%	24.25K	1.57M	2.95K	+13.85%
Mar 31, 2026	JPMORGAN CHASE & CO	0.02%	50.42K	3.24M	-2.34K	-4.43%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.02%	52.77K	3.51M	4.62K	+9.59%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.02%	54.09K	3.6M	-6.95K	-11.39%
Mar 31, 2026	US BANCORP \DE\	0.02%	56.38K	3.75M	2.91K	+5.44%
Mar 31, 2026	ASSETMARK, INC	0.02%	59.33K	3.95M	-8.52K	-12.56%
Mar 31, 2026	CERITY PARTNERS LLC	0.03%	67.21K	4.48M	-2.62K	-3.75%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.03%	71.64K	4.77M	30.59K	+74.52%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.03%	84.59K	5.63M	-9.16K	-9.77%
Mar 31, 2026	VIDENT ADVISORY, LLC	0.05%	117.32K	7.81M	13.52K	+13.03%
Mar 31, 2026	ETHIC INC.	0.05%	123.39K	8.22M	-1.38K	-1.10%
Mar 31, 2026	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.05%	123.6K	8.23M	5K	+4.22%
Mar 31, 2026	ACADIAN ASSET MANAGEMENT LLC	0.05%	136.77K	9.1M	6.96K	+5.36%
Mar 31, 2026	CREATIVE PLANNING	0.15%	390.68K	26.02M	56.44K	+16.89%
Mar 31, 2026	B. METZLER SEEL. SOHN & CO. AG	0.04%	91.91K	6.12M	2.03K	+2.25%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	198.92K	13.25M	64.06K	+47.50%
Mar 31, 2026	MORGAN STANLEY	0.57%	1.43M	95.2M	29.55K	+2.11%
Mar 31, 2026	BLACKROCK, INC.	0.97%	2.44M	162.84M	202.05K	+9.01%
Mar 31, 2026	INVESCO LTD.	0.01%	29.86K	1.99M	-372	-1.23%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.01%	32.91K	2.19M	15.42K	+88.16%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.03%	86.34K	5.75M	19.08K	+28.38%
Mar 31, 2026	YOUSIF CAPITAL MANAGEMENT, LLC	0.01%	24.35K	1.62M	0	0
Mar 31, 2026	BALLENTINE PARTNERS, LLC	0.02%	38.33K	2.55M	208	+0.55%
Mar 31, 2026	LAZARD ASSET MANAGEMENT LLC	0.01%	37.37K	2.49M	0	0
Mar 31, 2026	FMR LLC	0.01%	36.95K	2.46M	5.06K	+15.88%
Mar 31, 2026	IEQ CAPITAL, LLC	0.01%	35.98K	2.4M	2.32K	+6.91%
Mar 31, 2026	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.01%	19.29K	1.28M	-10.23K	-34.66%
Mar 31, 2026	BAROMETER CAPITAL MANAGEMENT INC.	0.01%	17.6K	1.17M	17.6K	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.01%	16.61K	1.11M	2.44K	+17.22%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.01%	16.33K	960.22K	0	0
Mar 31, 2026	ATIVO CAPITAL MANAGEMENT LLC	0.01%	27.53K	1.83M	-17	-0.06%
Mar 31, 2026	JANE STREET GROUP, LLC	0.01%	16.28K	1.03M	-7.65K	-31.96%
Mar 31, 2026	RHUMBLINE ADVISERS	0.01%	15.28K	1.02M	4.43K	+40.78%
Mar 31, 2026	PDS PLANNING, INC	0.01%	14.11K	939.99K	621	+4.60%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.01%	13.46K	896.1K	-1.56K	-10.41%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	13.41K	893.35K	12.33K	+1,137.36%
Mar 31, 2026	QRG CAPITAL MANAGEMENT, INC.	0.01%	13.16K	876.57K	1.9K	+16.88%
Mar 31, 2026	SKOPOS LABS, INC.	0.01%	12.99K	865.26K	7.36K	+130.80%
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	0.01%	12.94K	823.74K	-26	-0.20%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.01%	12.9K	858.95K	1.5K	+13.15%
Dec 31, 2025	CITIGROUP INC	0.01%	13.24K	778.32K	-31	-0.23%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	18.78K	1.1M	-9.12K	-32.68%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.01%	22.96K	1.35M	1.02K	+4.66%
Dec 31, 2025	JANE STREET GROUP, LLC	0.01%	23.92K	1.41M	23.92K	+100.00%
Dec 31, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0.01%	24.35K	1.41M	0	0
Dec 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.01%	29.52K	1.74M	-1.28K	-4.14%
Dec 31, 2025	SEI INVESTMENTS CO	0.02%	57.77K	3.4M	-8.65K	-13.03%
Dec 31, 2025	RHUMBLINE ADVISERS	0%	10.85K	638.1K	-1.69K	-13.50%
Dec 31, 2025	ASSETMARK, INC	0.03%	67.85K	3.99M	31.95K	+89.01%
Dec 31, 2025	CERITY PARTNERS LLC	0.03%	69.82K	4.1M	5.92K	+9.26%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	86.52K	5.09M	-5.11K	-5.57%
Dec 31, 2025	B. METZLER SEEL. SOHN & CO. AG	0.04%	89.88K	5.28M	44.97K	+100.15%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.04%	92.29K	5.43M	467	+0.51%
Dec 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.05%	118.6K	6.97M	10.12K	+9.32%
Dec 31, 2025	ETHIC INC.	0.05%	124.77K	7.34M	10.46K	+9.15%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	129.82K	7.63M	-2.51K	-1.90%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.1%	241.91K	14.22M	-23.19K	-8.75%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.2%	501.86K	29.5M	16.34K	+3.37%
Dec 31, 2025	MORGAN STANLEY	0.55%	1.4M	82.3M	61.18K	+4.57%
Dec 31, 2025	BLACKROCK, INC.	0.89%	2.24M	131.86M	103.73K	+4.85%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0%	11.67K	685.96K	-10	-0.09%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.02%	39.55K	2.33M	554	+1.42%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.02%	41.05K	2.41M	8.05K	+24.40%
Dec 31, 2025	SIGNATUREFD, LLC	0.02%	44.23K	2.6M	728	+1.67%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	48.15K	2.83M	8.43K	+21.21%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	52.76K	3.1M	5.23K	+11.01%
Dec 31, 2025	US BANCORP \DE\	0.02%	53.47K	3.14M	3.56K	+7.14%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.03%	67.25K	3.95M	67.25K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.04%	93.76K	5.51M	-22.99K	-19.69%
Dec 31, 2025	VIDENT ADVISORY, LLC	0.04%	103.8K	6.1M	-12.59K	-10.82%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.01%	16.95K	996.55K	3.49K	+25.91%
Dec 31, 2025	INVESCO LTD.	0.01%	30.23K	1.78M	-16.52K	-35.34%
Dec 31, 2025	VOLEON CAPITAL MANAGEMENT LP	0.01%	31K	1.82M	31K	+100.00%
Dec 31, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	31.12K	1.83M	2.8K	+9.89%
Dec 31, 2025	FMR LLC	0.01%	31.89K	1.87M	-3.97K	-11.08%
Dec 31, 2025	IEQ CAPITAL, LLC	0.01%	33.65K	1.98M	2.86K	+9.28%
Dec 31, 2025	MARINER, LLC	0.01%	33.95K	2M	3.02K	+9.77%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.01%	37.37K	2.2M	-556	-1.47%
Dec 31, 2025	NORTHERN TRUST CORP	0.02%	43.62K	2.56M	13.18K	+43.31%
Dec 31, 2025	LAIRD NORTON TRUST COMPANY, LLC	0.04%	93.9K	5.52M	93.9K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	134.87K	7.93M	29.63K	+28.16%
Dec 31, 2025	CREATIVE PLANNING	0.13%	334.24K	19.65M	35.3K	+11.81%
Dec 31, 2025	WEST FAMILY INVESTMENTS, INC.	0.01%	17.77K	1.04M	-22	-0.12%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	12.3K	723.06K	-7.46K	-37.74%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.01%	12.96K	784.05K	417	+3.32%
Dec 31, 2025	PDS PLANNING, INC	0.01%	13.49K	793.25K	469	+3.60%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.01%	14.17K	833.21K	-16	-0.11%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.01%	14.39K	845.87K	8.09K	+128.60%
Dec 31, 2025	CAPROCK GROUP, LLC	0.01%	14.43K	848.52K	2.73K	+23.29%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.01%	15.02K	882.97K	-1.1K	-6.84%
Dec 31, 2025	FRANK, RIMERMAN ADVISORS LLC	0.01%	15.97K	939.05K	5.05K	+46.19%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.01%	16.33K	960.22K	835	+5.39%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.01%	17.49K	1.03M	3.62K	+26.13%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	24.67K	1.45M	2.86K	+13.10%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	27.31K	1.61M	27.31K	+100.00%
Dec 31, 2025	ATIVO CAPITAL MANAGEMENT LLC	0.01%	27.55K	1.62M	-1.92K	-6.52%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	36.04K	2.12M	2.79K	+8.40%
Dec 31, 2025	ABACUS WEALTH PARTNERS, LLC	0.01%	36.95K	2.17M	30.3K	+456.23%
Dec 31, 2025	BALLENTINE PARTNERS, LLC	0.02%	38.12K	2.24M	-282	-0.73%
Dec 31, 2025	DGS CAPITAL MANAGEMENT, LLC	0.01%	27.3K	1.61M	1.02K	+3.88%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.01%	21.3K	1.25M	412	+1.97%
Dec 31, 2025		0%	10.93K	642.28K	10.93K	+100.00%
Dec 31, 2025	BSW WEALTH PARTNERS	0%	11.23K	660.45K	1.27K	+12.77%
Dec 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	11.26K	662.05K	1.23K	+12.23%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0%	11.4K	670.1K	131	+1.16%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	61.04K	3.59M	10.32K	+20.34%
Dec 31, 2025	LPL FINANCIAL LLC	0.01%	18.74K	1.1M	1.28K	+7.30%
Sep 30, 2025	NORTHERN TRUST CORP	0.01%	30.44K	1.71M	1.7K	+5.92%
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.01%	30.8K	1.73M	-529	-1.69%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.01%	34.51K	1.94M	9.46K	+37.78%
Sep 30, 2025	FMR LLC	0.01%	35.86K	2.01M	-153	-0.42%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	9.37K	526.35K	630	+7.20%
Sep 30, 2025	BSW WEALTH PARTNERS	0%	9.96K	559.35K	1.12K	+12.64%
Sep 30, 2025	BALLENTINE PARTNERS, LLC	0.02%	38.4K	2.16M	-2.59K	-6.32%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.02%	39K	2.19M	2.83K	+7.82%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	10.03K	563.42K	-1.83K	-15.43%
Sep 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0%	10.93K	613.5K	6.47K	+145.36%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0%	11.27K	632.65K	489	+4.54%
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0%	11.68K	655.72K	258	+2.26%
Sep 30, 2025	CAPROCK GROUP, LLC	0%	11.71K	634.51K	11.71K	+100.00%
Sep 30, 2025	BAROMETER CAPITAL MANAGEMENT INC.	0.01%	12.4K	696.26K	12.4K	+100.00%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.01%	12.55K	701.14K	320	+2.62%
Sep 30, 2025	RHUMBLINE ADVISERS	0.01%	12.55K	704.57K	-5.34K	-29.85%
Sep 30, 2025	PDS PLANNING, INC	0.01%	13.02K	731.3K	-416	-3.10%
Sep 30, 2025	B. METZLER SEEL. SOHN & CO. AG	0.02%	44.91K	2.52M	5.65K	+14.39%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	47.53K	2.67M	-32.9K	-40.90%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.04%	91.63K	5.14M	2.52K	+2.83%
Sep 30, 2025	INVESCO LTD.	0.02%	46.75K	2.62M	13.96K	+42.56%
Sep 30, 2025	SEI INVESTMENTS CO	0.03%	66.42K	3.73M	899	+1.37%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.01%	14.19K	796.69K	-521	-3.54%
Sep 30, 2025	CITIGROUP INC	0.01%	13.27K	745.11K	2.09K	+18.72%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.01%	13.46K	755.95K	-6.98K	-34.13%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.01%	13.87K	778.5K	-7.86K	-36.19%
Sep 30, 2025	VISE TECHNOLOGIES, INC.	0.01%	15.5K	870.19K	441	+2.93%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.01%	16.12K	905.19K	4.57K	+39.59%
Sep 30, 2025	CERITY PARTNERS LLC	0.03%	63.9K	3.59M	-2.38K	-3.59%
Sep 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.04%	94.21K	5.29M	-1.41K	-1.47%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.04%	91.82K	5.16M	1.25K	+1.38%
Sep 30, 2025	WEST FAMILY INVESTMENTS, INC.	0.01%	17.79K	999.02K	178	+1.01%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.01%	19.76K	1.11M	9.38K	+90.45%
Sep 30, 2025	UBS GROUP AG	0.01%	20.2K	1.13M	-2.41K	-10.67%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.01%	20.89K	1.17M	-771	-3.56%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	21.82K	1.23M	2.76K	+14.49%
Sep 30, 2025	IEQ CAPITAL, LLC	0.01%	30.8K	1.73M	21.61K	+235.30%
Sep 30, 2025	MARINER, LLC	0.01%	30.93K	1.74M	3.13K	+11.25%
Sep 30, 2025	ASSETMARK, INC	0.01%	35.9K	2.02M	18.73K	+109.05%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	39.73K	2.23M	1.69K	+4.43%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	105.23K	5.91M	21.16K	+25.17%
Sep 30, 2025	SIGNATUREFD, LLC	0.02%	43.5K	2.44M	285	+0.66%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.04%	108.48K	6.09M	7.78K	+7.72%
Sep 30, 2025	ETHIC INC.	0.05%	114.31K	6.42M	9.3K	+8.85%
Sep 30, 2025	VIDENT ADVISORY, LLC	0.05%	116.39K	6.54M	-1.37K	-1.16%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	116.75K	6.56M	18.54K	+18.88%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	132.33K	7.43M	3.4K	+2.64%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.11%	265.1K	14.89M	-19.48K	-6.85%
Sep 30, 2025	CREATIVE PLANNING	0.12%	298.93K	16.79M	37.12K	+14.18%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.2%	485.52K	27.26M	-9.41K	-1.90%
Sep 30, 2025	MORGAN STANLEY	0.55%	1.34M	75.17M	-172.73K	-11.43%
Sep 30, 2025	BLACKROCK, INC.	0.87%	2.14M	120.12M	81.96K	+3.98%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	50.73K	2.85M	-2.33K	-4.40%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.02%	52.45K	3M	52.45K	+100.00%
Sep 30, 2025	US BANCORP \DE\	0.02%	49.91K	2.8M	8.6K	+20.81%
Sep 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.03%	63.77K	3.58M	1.55K	+2.49%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	21.94K	1.23M	89	+0.41%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.01%	33K	1.85M	-8.85K	-21.15%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	33.25K	1.87M	3.22K	+10.72%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.02%	37.92K	2.13M	25.29K	+200.18%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	17.47K	980.69K	10.3K	+143.84%
Sep 30, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0.01%	24.35K	1.37M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	27.89K	1.57M	19.75K	+242.53%
Sep 30, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	28.32K	1.59M	-1.07K	-3.65%
Sep 30, 2025	ATIVO CAPITAL MANAGEMENT LLC	0.01%	29.47K	1.65M	-2.61K	-8.13%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	8.58K	426.84K	404	+4.94%
Jun 30, 2025	VIDENT ADVISORY, LLC	0.02%	117.76K	5.86M	2.39K	+2.08%
Jun 30, 2025	ETHIC INC.	0.01%	105.01K	5.15M	8.81K	+9.15%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	100.7K	5.01M	22K	+27.95%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	38.04K	1.89B	17.88K	+88.67%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	10.37K	515.85K	8.84K	+577.53%
Jun 30, 2025	SIVIA CAPITAL PARTNERS, LLC	0%	9.23K	458.96K	-753	-7.54%
Jun 30, 2025	IEQ CAPITAL, LLC	0%	9.19K	456.78K	2.68K	+41.16%
Jun 30, 2025	BLACKROCK, INC.	0.28%	2.06M	102.31M	140.53K	+7.33%
Jun 30, 2025	MORGAN STANLEY	0.2%	1.51M	75.16B	115.1K	+8.24%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.07%	494.93K	24.61M	-45.71K	-8.46%
Jun 30, 2025	FMR LLC	0%	36.01K	1.79M	-52	-0.14%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0%	12.63K	628K	12.63K	+100.00%
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0%	12.23K	650.37K	246	+2.05%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	11.87K	590.06K	1.82K	+18.08%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0%	11.55K	574.33K	2.7K	+30.44%
Jun 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0%	11.42K	567.92K	-182	-1.57%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0%	10.78K	535.99K	451	+4.37%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0%	6.36K	316.24K	6.36K	+100.00%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	128.92K	6.41M	1.08K	+0.85%
Jun 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.01%	95.62K	4.76M	-2.75K	-2.80%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	89.11K	4.43M	2.69K	+3.11%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	84.07K	4.18M	27.63K	+48.96%
Jun 30, 2025	CERITY PARTNERS LLC	0.01%	66.28K	3.3M	-1.92K	-2.82%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0%	21.66K	1.08M	1.31K	+6.44%
Jun 30, 2025	ATIVO CAPITAL MANAGEMENT LLC	0%	32.08K	1.6M	-1.02K	-3.07%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0%	30.03K	1.49M	5K	+19.96%
Jun 30, 2025	MARINER, LLC	0%	27.8K	1.38M	2.31K	+9.06%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0%	25.05K	1.25M	-1.62K	-6.08%
Jun 30, 2025	ASSETMARK, INC	0%	17.17K	853.96K	16.16K	+1,593.49%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	0%	15.06K	748.78K	15.06K	+100.00%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	14.71K	731.46K	-17	-0.12%
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.05%	363.72K	387.6K	363.72K	+100.00%
Jun 30, 2025	BSW WEALTH PARTNERS	0%	8.84K	439.81K	528	+6.35%
Jun 30, 2025	ABACUS WEALTH PARTNERS, LLC	0%	7.47K	371.43K	16	+0.21%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0%	7.25K	360.54K	802	+12.44%
Jun 30, 2025	GREENLEAF TRUST	0%	7.1K	353.18K	69	+0.98%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	7.06K	350.99K	64	+0.92%
Jun 30, 2025	PRINCIPAL STREET PARTNERS, LLC	0%	6.9K	343.14K	6.9K	+100.00%
Jun 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0%	6.9K	382.52K	6	+0.09%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	21.73K	1.08M	-1.19K	-5.18%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0%	20.44K	1.02M	50	+0.25%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	19.06K	947.61K	2.3K	+13.70%
Jun 30, 2025	RHUMBLINE ADVISERS	0%	17.89K	889.57K	-8.2K	-31.43%
Jun 30, 2025	WEST FAMILY INVESTMENTS, INC.	0%	17.61K	875.94K	5.28K	+42.85%
Jun 30, 2025	PDS PLANNING, INC	0%	13.44K	668.37K	180	+1.36%
Jun 30, 2025	CREATIVE PLANNING	0.04%	261.81K	13.02M	53.74K	+25.83%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.01%	41.85K	2.08B	-10.32K	-19.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	98.21K	4.88M	-38.14K	-27.97%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	90.57K	4.5M	12.47K	+15.96%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	80.43K	4M	23.02K	+40.10%
Jun 30, 2025	SEI INVESTMENTS CO	0.01%	65.52K	3.26M	771	+1.19%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.01%	63.28K	3.15M	-887	-1.38%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.01%	62.22K	3.09M	62.22K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	53.06K	2.64M	1.19K	+2.29%
Jun 30, 2025	SIGNATUREFD, LLC	0.01%	43.21K	2.15M	889	+2.10%
Jun 30, 2025	US BANCORP \DE\	0.01%	41.31K	2.05M	3.45K	+9.10%
Jun 30, 2025	BALLENTINE PARTNERS, LLC	0.01%	40.99K	2.04M	7.8K	+23.48%
Jun 30, 2025	B. METZLER SEEL. SOHN & CO. AG	0.01%	39.26K	1.95M	600	+1.55%
Jun 30, 2025	RAMIREZ ASSET MANAGEMENT, INC.	0.01%	39.16K	1.95M	-308	-0.78%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.01%	36.62K	1.82M	0	0
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	36.17K	1.8M	6.02K	+19.98%
Jun 30, 2025	INVESCO LTD.	0%	32.79K	1.63M	-5.41K	-14.16%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	31.33K	1.56M	-4.23K	-11.89%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0%	29.39K	1.46M	-22.61K	-43.48%
Jun 30, 2025	STRATEGIC GLOBAL ADVISORS, LLC	0%	12.79K	636.15K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0%	28.74K	1.43M	1.31K	+4.79%
Jun 30, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0%	24.35K	1.21M	1.78K	+7.89%
Jun 30, 2025	UBS GROUP AG	0%	22.61K	1.12M	20.22K	+843.78%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0%	21.85K	1.09M	4.71K	+27.49%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.04%	284.58K	14.15M	-5.5K	-1.90%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0%	20.35K	679.22K	-2.37K	-10.43%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0%	20.39K	680.55K	-26.14K	-56.18%
Mar 31, 2025	SEI INVESTMENTS CO	0.01%	64.75K	2.16M	89	+0.14%
Mar 31, 2025	CERITY PARTNERS LLC	0.01%	68.2K	2.28M	27.62K	+68.04%
Mar 31, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0%	22.57K	753.25K	0	0
Mar 31, 2025	FIRST TRUST ADVISORS LP	0%	22.92K	764.89K	-2.03K	-8.12%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	127.84K	4.27M	-12.26K	-8.75%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	136.35K	4.55M	-4.31K	-3.06%
Mar 31, 2025	CREATIVE PLANNING	0.03%	208.07K	6.95M	36.35K	+21.17%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.04%	290.08K	9.68M	2.23K	+0.77%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.07%	540.64K	18.05M	-31.95K	-5.58%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	86.42K	2.88M	6.65K	+8.33%
Mar 31, 2025	VIDENT ADVISORY, LLC	0.01%	115.37K	3.85M	20.38K	+21.45%
Mar 31, 2025	ATIVO CAPITAL MANAGEMENT LLC	0%	33.09K	1.1M	-296	-0.89%
Mar 31, 2025	BALLENTINE PARTNERS, LLC	0%	33.2K	1.11M	4.09K	+14.05%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	35.55K	1.19M	0	0
Mar 31, 2025	ETHIC INC.	0.01%	96.21K	3.26M	-1.01K	-1.04%
Mar 31, 2025	RHUMBLINE ADVISERS	0%	26.09K	870.78K	-12.97K	-33.21%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0%	26.67K	890K	-2.89K	-9.77%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0%	25.03K	835.51K	342	+1.39%
Mar 31, 2025	NORTHERN TRUST CORP	0%	27.42K	915.38K	1.18K	+4.48%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	56.44K	1.88M	16.84K	+42.54%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	57.41K	1.92M	13.69K	+31.30%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	36.62K	1.22M	-2.7K	-6.87%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.01%	64.17K	2.14M	6.57K	+11.41%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	78.11K	2.61M	7.98K	+11.39%
Mar 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	78.7K	2.63M	762	+0.98%
Mar 31, 2025	MARSHALL WACE, LLP	0.01%	80.21K	2.68M	-11.6K	-12.63%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0%	17.14K	572.14K	-1.54K	-8.24%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	17.46K	582.65K	-7.19K	-29.18%
Mar 31, 2025	BLACKROCK, INC.	0.24%	1.92M	63.98M	94.17K	+5.17%
Mar 31, 2025	US BANCORP \DE\	0%	37.86K	1.26M	9.21K	+32.13%
Mar 31, 2025	INVESCO LTD.	0%	38.2K	1.28M	-2.74K	-6.68%
Mar 31, 2025	B. METZLER SEEL. SOHN & CO. AG	0%	38.66K	1.29M	4.81K	+14.20%
Mar 31, 2025	RAMIREZ ASSET MANAGEMENT, INC.	0%	39.47K	1.32M	-1.74K	-4.21%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.01%	40.4K	1.35M	-11.7K	-22.46%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	28.33K	945.49K	10.86K	+62.16%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	30.15K	1.01M	-420	-1.37%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0%	14.73K	491.56K	-258	-1.72%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	16.76K	559.42K	-631	-3.63%
Mar 31, 2025	SIGNATUREFD, LLC	0.01%	42.32K	1.41M	-1.38K	-3.15%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	51.87K	1.73M	525	+1.02%
Mar 31, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	52K	1.74M	365	+0.71%
Mar 31, 2025	ADVISORS PREFERRED, LLC	0%	15.72K	532.7K	14.69K	+1,425.02%
Mar 31, 2025	FMR LLC	0%	36.06K	1.2M	2.56K	+7.64%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.01%	52.17K	1.74M	21.02K	+67.46%
Mar 31, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.01%	98.37K	3.28M	-60.64K	-38.14%
Mar 31, 2025	MARINER, LLC	0%	25.49K	850.78K	-1.93K	-7.05%
Mar 31, 2025	MORGAN STANLEY	0.17%	1.4M	46.61M	41.9K	+3.09%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0%	20.16K	673.05K	6.78K	+50.68%
Mar 31, 2024	PDS PLANNING, INC	0%	11.98K	388.41K	403	+3.48%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0%	10.27K	332.99K	36	+0.35%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0%	12.03K	390.1K	-829	-6.45%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	12.49K	405.1K	2.06K	+19.77%
Mar 31, 2024	SCHECHTER INVESTMENT ADVISORS, LLC	0%	12.63K	409.48K	-877	-6.49%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0%	14.36K	466K	181	+1.28%
Mar 31, 2024	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	14.6K	473.58K	16	+0.11%
Mar 31, 2024	DGS CAPITAL MANAGEMENT, LLC	0%	14.85K	481.65K	14.85K	+100.00%
Mar 31, 2024	CAPROCK GROUP, LLC	0%	15.41K	521.74K	173	+1.14%
Mar 31, 2024	B. METZLER SEEL. SOHN & CO. AG	0%	15.5K	502.67K	2.25K	+16.98%
Mar 31, 2024	HENRY JAMES INTERNATIONAL MANAGEMENT INC.	0%	15.61K	506.3K	-281	-1.77%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	16.32K	529.26K	2.8K	+20.70%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0%	16.66K	540.14K	593	+3.69%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	17.3K	560.91K	-40	-0.23%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0%	17.7K	599.21K	4.58K	+34.86%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0%	18.43K	597.75K	-1.05K	-5.39%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0%	19.65K	637K	7.01K	+55.53%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0%	21.12K	684.79K	21.12K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0%	21.51K	697.7K	-3.96K	-15.54%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0%	22.16K	718.55K	-1.33K	-5.68%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	23.45K	760.39K	23.45K	+100.00%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0%	24.12K	782.12K	857	+3.68%
Mar 31, 2024	MARINER, LLC	0%	25.58K	829.47K	1.04K	+4.23%
Mar 31, 2024	US BANCORP \DE\	0%	29.14K	944.95K	-247	-0.84%
Mar 31, 2024	CERITY PARTNERS LLC	0%	30.1K	976.11K	4.76K	+18.79%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0%	30.3K	983K	30.3K	+100.00%
Mar 31, 2024	BALLENTINE PARTNERS, LLC	0%	30.48K	988.43K	9.28K	+43.77%
Mar 31, 2024	FMR LLC	0%	33.71K	1.09M	-209	-0.62%
Mar 31, 2024	ATIVO CAPITAL MANAGEMENT LLC	0%	34.48K	1.12M	-107	-0.31%
Mar 31, 2024	SIGNATUREFD, LLC	0.01%	44.15K	1.43M	2.23K	+5.31%
Mar 31, 2024	QUADRANT CAPITAL GROUP LLC	0.01%	49.75K	1.61M	5.11K	+11.45%
Mar 31, 2024	FIRST TRUST DIRECT INDEXING L.P.	0%	28.25K	916.27K	-13.39K	-32.15%
Mar 31, 2024	SEI INVESTMENTS CO	0.01%	64.61K	2.1M	0	0
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	84.15K	2.73M	4.18K	+5.23%
Mar 31, 2024	MERITAGE PORTFOLIO MANAGEMENT	0.01%	94.82K	3.08M	94.82K	+100.00%
Mar 31, 2024	CWA ASSET MANAGEMENT GROUP, LLC	0.01%	97.54K	3.16M	-59.14K	-37.75%
Mar 31, 2024	CREATIVE PLANNING	0.01%	104.64K	3.39M	28.06K	+36.64%
Mar 31, 2024	ETHIC INC.	0.01%	107.64K	3.49M	1.84K	+1.73%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.02%	135.39K	4.39M	90.3K	+200.27%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.01%	40.05K	1.3M	0	0
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.01%	53.02K	1.72M	31.78K	+149.65%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.01%	53.94K	1.75M	618	+1.16%
Mar 31, 2024	VIDENT ADVISORY, LLC	0.01%	54.75K	1.78M	11.15K	+25.57%
Mar 31, 2024	GREENLEAF TRUST	0%	7K	226.88K	94	+1.36%
Mar 31, 2024	LPL FINANCIAL LLC	0%	7.06K	228.83K	7.06K	+100.00%
Mar 31, 2024	CROSSMARK GLOBAL HOLDINGS, INC.	0%	7.06K	228K	-4.56K	-39.25%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0%	8.2K	247.71K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	8.74K	283.41K	-2.45K	-21.90%
Mar 31, 2024	BSW WEALTH PARTNERS	0%	9.18K	297.69K	736	+8.72%
Mar 31, 2024	SIVIA CAPITAL PARTNERS, LLC	0%	9.94K	322.32K	1.22K	+13.99%
Mar 31, 2024	WEST FAMILY INVESTMENTS, INC.	0%	11.93K	386.86K	1.52K	+14.61%
Mar 31, 2024	INVESCO LTD.	0%	35.66K	1.16M	4.76K	+15.42%
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.01%	37.47K	1.22M	1.74K	+4.86%
Mar 31, 2024	RHUMBLINE ADVISERS	0.01%	56.21K	1.82M	-626	-1.10%
Mar 31, 2024	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	64.21K	2.08M	5.97K	+10.26%
Mar 31, 2024	WETHERBY ASSET MANAGEMENT INC	0.01%	64.55K	2.09M	1.82K	+2.90%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	94.62K	3.07M	-55.52K	-36.98%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.03%	213.43K	6.92M	0	0
Mar 31, 2024	MORGAN STANLEY	0.17%	1.27M	41.24M	-24.78K	-1.91%
Mar 31, 2024	BLACKROCK INC.	0.23%	1.7M	55.2M	97.52K	+6.08%
Dec 31, 2023	MORGAN STANLEY	0.53%	1.3M	39.18M	68.86K	+5.61%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0%	10.43K	315.21K	1.71K	+19.65%
Dec 31, 2023	SCHONFELD STRATEGIC ADVISORS LLC	0%	11K	332.42K	11K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0%	11.19K	338.16K	27	+0.24%
Dec 31, 2023	PDS PLANNING, INC	0%	11.57K	349.77K	204	+1.79%
Dec 31, 2023	CROSSMARK GLOBAL HOLDINGS, INC.	0%	11.62K	351K	76	+0.66%
Dec 31, 2023	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	12.63K	382K	2.69K	+27.03%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.01%	13.13K	396.7K	-151	-1.14%
Dec 31, 2023	B. METZLER SEEL. SOHN & CO. AG	0.01%	13.25K	400.42K	13.25K	+100.00%
Dec 31, 2023	SCHECHTER INVESTMENT ADVISORS, LLC	0.01%	13.5K	408.1K	13.5K	+100.00%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.01%	13.52K	408.61K	1.94K	+16.78%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.01%	14.18K	428K	14.18K	+100.00%
Dec 31, 2023	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	14.59K	440.82K	-4	-0.03%
Dec 31, 2023	CAPROCK GROUP, LLC	0.01%	15.24K	460.58K	1.9K	+14.23%
Dec 31, 2023	HENRY JAMES INTERNATIONAL MANAGEMENT INC.	0.01%	15.89K	480.29K	0	0
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.01%	16.06K	485.91K	1.21K	+8.17%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	17.34K	523.89K	415	+2.45%
Dec 31, 2023	STRATEGIC GLOBAL ADVISORS, LLC	0.01%	18.36K	554.87K	-1.81K	-8.96%
Dec 31, 2023		0.01%	12.86K	388.57K	2.09K	+19.42%
Dec 31, 2023	BALLENTINE PARTNERS, LLC	0.01%	21.2K	640.67K	3.84K	+22.14%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.01%	21.24K	641K	8.76K	+70.17%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	23.26K	702.92K	1.57K	+7.21%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.01%	23.49K	709.9K	-1.63K	-6.48%
Dec 31, 2023	MARINER, LLC	0.01%	24.54K	741.6K	4.47K	+22.26%
Dec 31, 2023	CERITY PARTNERS LLC	0.01%	25.34K	765.69K	4.77K	+23.21%
Dec 31, 2023	NORTHERN TRUST CORP	0.01%	25.47K	769.76K	329	+1.31%
Dec 31, 2023	US BANCORP \DE\	0.01%	29.39K	888.02K	6.26K	+27.06%
Dec 31, 2023	INVESCO LTD.	0.01%	30.89K	933.59K	4.61K	+17.54%
Dec 31, 2023	FMR LLC	0.01%	33.92K	1.03M	14.92K	+78.54%
Dec 31, 2023	ATIVO CAPITAL MANAGEMENT LLC	0.01%	34.59K	1.05M	-300	-0.86%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.01%	35.73K	1.08M	8.21K	+29.83%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.02%	40.05K	1.21M	0	0
Dec 31, 2023	FIRST TRUST DIRECT INDEXING L.P.	0.02%	41.64K	1.26M	3.61K	+9.50%
Dec 31, 2023	SIGNATUREFD, LLC	0.02%	41.93K	1.27M	1.7K	+4.23%
Dec 31, 2023	VIDENT ADVISORY, LLC	0.02%	43.6K	1.32M	-1.46K	-3.25%
Dec 31, 2023	QUADRANT CAPITAL GROUP LLC	0.02%	44.63K	1.35M	10.44K	+30.54%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.02%	45.09K	1.36M	17.7K	+64.60%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.02%	53.32K	1.61M	5.81K	+12.24%
Dec 31, 2023	RHUMBLINE ADVISERS	0.02%	56.83K	1.72M	730	+1.30%
Dec 31, 2023	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.02%	58.23K	1.76M	10.61K	+22.28%
Dec 31, 2023	BLACKROCK INC.	0.65%	1.6M	48.49M	179.13K	+12.57%
Dec 31, 2023	WETHERBY ASSET MANAGEMENT INC	0.03%	62.73K	1.9M	1.91K	+3.14%
Dec 31, 2023	SEI INVESTMENTS CO	0.03%	64.61K	1.95M	0	0
Dec 31, 2023	CREATIVE PLANNING	0.03%	76.58K	2.31M	36.43K	+90.74%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	79.97K	2.42M	12.68K	+18.85%
Dec 31, 2023	ETHIC INC.	0.04%	105.8K	3.2M	7.26K	+7.37%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.06%	150.14K	4.54M	2.01K	+1.36%
Dec 31, 2023	CWA ASSET MANAGEMENT GROUP, LLC	0.06%	156.68K	4.73M	-37.08K	-19.14%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	213.43K	6.45M	-11.17K	-4.97%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.04

Short Percent Of Float0.04

Shares Outstanding244.67M

Shares Float642.48M

Shares Short101.12K

Short Ratio2.19

0.04%

Short % of Float

0.04%

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

N/A Percentage of Shares held by All Insiders

3.54% Percentage of Shares held by All Institutions

3.54% Percentage of Float held by Institutions

232

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0%	12.12K	815.23K	-183	-1.49%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0%	11.91K	793.07K	240	+2.06%
Mar 31, 2026		0%	11.79K	785.21K	865	+7.92%
Mar 31, 2026	CAPROCK GROUP, LLC	0%	11.37K	774.04K	-3.07K	-21.24%
Mar 31, 2026	ABACUS WEALTH PARTNERS, LLC	0.01%	34.97K	2.33M	-1.98K	-5.35%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.01%	21.21K	1.41M	-1.75K	-7.64%
Mar 31, 2026	MARSHALL WACE, LLP	0.01%	21.09K	1.4M	15.74K	+293.80%
Mar 31, 2026	CITIGROUP INC	0.01%	21.02K	1.4M	7.78K	+58.76%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.01%	20.51K	1.37M	20.51K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.01%	19.72K	1.31M	983	+5.25%
Mar 31, 2026	DONALD SMITH & CO., INC.	0.22%	547.69K	12.16M	547.69K	+100.00%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	39.78K	2.65M	3.74K	+10.38%
Mar 31, 2026	NORTHERN TRUST CORP	0.02%	40.17K	2.68M	-3.45K	-7.90%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.17%	441.92K	29.43M	-59.95K	-11.94%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.02%	42K	2.8M	2.45K	+6.19%
Mar 31, 2026	QUADRANT CAPITAL GROUP LLC	0.02%	43.11K	2.87M	11.99K	+38.52%
Mar 31, 2026	SIGNATUREFD, LLC	0.02%	44.55K	2.97M	320	+0.72%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	0.04%	95.64K	6.37M	3.35K	+3.62%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.04%	96.33K	6.42M	9.81K	+11.34%
Mar 31, 2026	LAIRD NORTON TRUST COMPANY, LLC	0.04%	99.9K	6.8M	6K	+6.39%
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.04%	105.38K	7.02M	-136.54K	-56.44%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.01%	22.77K	1.52M	3.99K	+21.25%
Mar 31, 2026	FRANK, RIMERMAN ADVISORS LLC	0.01%	23.35K	1.55M	7.37K	+46.17%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	23.44K	1.56M	-3.86K	-14.15%
Mar 31, 2026	DGS CAPITAL MANAGEMENT, LLC	0.01%	24.09K	1.6M	-3.21K	-11.76%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	24.15K	1.61M	-521	-2.11%
Mar 31, 2026	MARINER, LLC	0.02%	38.55K	2.56M	4.6K	+13.56%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.01%	24.25K	1.57M	2.95K	+13.85%
Mar 31, 2026	JPMORGAN CHASE & CO	0.02%	50.42K	3.24M	-2.34K	-4.43%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.02%	52.77K	3.51M	4.62K	+9.59%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.02%	54.09K	3.6M	-6.95K	-11.39%
Mar 31, 2026	US BANCORP \DE\	0.02%	56.38K	3.75M	2.91K	+5.44%
Mar 31, 2026	ASSETMARK, INC	0.02%	59.33K	3.95M	-8.52K	-12.56%
Mar 31, 2026	CERITY PARTNERS LLC	0.03%	67.21K	4.48M	-2.62K	-3.75%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.03%	71.64K	4.77M	30.59K	+74.52%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.03%	84.59K	5.63M	-9.16K	-9.77%
Mar 31, 2026	VIDENT ADVISORY, LLC	0.05%	117.32K	7.81M	13.52K	+13.03%
Mar 31, 2026	ETHIC INC.	0.05%	123.39K	8.22M	-1.38K	-1.10%
Mar 31, 2026	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.05%	123.6K	8.23M	5K	+4.22%
Mar 31, 2026	ACADIAN ASSET MANAGEMENT LLC	0.05%	136.77K	9.1M	6.96K	+5.36%
Mar 31, 2026	CREATIVE PLANNING	0.15%	390.68K	26.02M	56.44K	+16.89%
Mar 31, 2026	B. METZLER SEEL. SOHN & CO. AG	0.04%	91.91K	6.12M	2.03K	+2.25%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	198.92K	13.25M	64.06K	+47.50%
Mar 31, 2026	MORGAN STANLEY	0.57%	1.43M	95.2M	29.55K	+2.11%
Mar 31, 2026	BLACKROCK, INC.	0.97%	2.44M	162.84M	202.05K	+9.01%
Mar 31, 2026	INVESCO LTD.	0.01%	29.86K	1.99M	-372	-1.23%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.01%	32.91K	2.19M	15.42K	+88.16%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.03%	86.34K	5.75M	19.08K	+28.38%
Mar 31, 2026	YOUSIF CAPITAL MANAGEMENT, LLC	0.01%	24.35K	1.62M	0	0
Mar 31, 2026	BALLENTINE PARTNERS, LLC	0.02%	38.33K	2.55M	208	+0.55%
Mar 31, 2026	LAZARD ASSET MANAGEMENT LLC	0.01%	37.37K	2.49M	0	0
Mar 31, 2026	FMR LLC	0.01%	36.95K	2.46M	5.06K	+15.88%
Mar 31, 2026	IEQ CAPITAL, LLC	0.01%	35.98K	2.4M	2.32K	+6.91%
Mar 31, 2026	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.01%	19.29K	1.28M	-10.23K	-34.66%
Mar 31, 2026	BAROMETER CAPITAL MANAGEMENT INC.	0.01%	17.6K	1.17M	17.6K	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.01%	16.61K	1.11M	2.44K	+17.22%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.01%	16.33K	960.22K	0	0
Mar 31, 2026	ATIVO CAPITAL MANAGEMENT LLC	0.01%	27.53K	1.83M	-17	-0.06%
Mar 31, 2026	JANE STREET GROUP, LLC	0.01%	16.28K	1.03M	-7.65K	-31.96%
Mar 31, 2026	RHUMBLINE ADVISERS	0.01%	15.28K	1.02M	4.43K	+40.78%
Mar 31, 2026	PDS PLANNING, INC	0.01%	14.11K	939.99K	621	+4.60%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.01%	13.46K	896.1K	-1.56K	-10.41%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	13.41K	893.35K	12.33K	+1,137.36%
Mar 31, 2026	QRG CAPITAL MANAGEMENT, INC.	0.01%	13.16K	876.57K	1.9K	+16.88%
Mar 31, 2026	SKOPOS LABS, INC.	0.01%	12.99K	865.26K	7.36K	+130.80%
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	0.01%	12.94K	823.74K	-26	-0.20%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.01%	12.9K	858.95K	1.5K	+13.15%
Dec 31, 2025	CITIGROUP INC	0.01%	13.24K	778.32K	-31	-0.23%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	18.78K	1.1M	-9.12K	-32.68%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.01%	22.96K	1.35M	1.02K	+4.66%
Dec 31, 2025	JANE STREET GROUP, LLC	0.01%	23.92K	1.41M	23.92K	+100.00%
Dec 31, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0.01%	24.35K	1.41M	0	0
Dec 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.01%	29.52K	1.74M	-1.28K	-4.14%
Dec 31, 2025	SEI INVESTMENTS CO	0.02%	57.77K	3.4M	-8.65K	-13.03%
Dec 31, 2025	RHUMBLINE ADVISERS	0%	10.85K	638.1K	-1.69K	-13.50%
Dec 31, 2025	ASSETMARK, INC	0.03%	67.85K	3.99M	31.95K	+89.01%
Dec 31, 2025	CERITY PARTNERS LLC	0.03%	69.82K	4.1M	5.92K	+9.26%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	86.52K	5.09M	-5.11K	-5.57%
Dec 31, 2025	B. METZLER SEEL. SOHN & CO. AG	0.04%	89.88K	5.28M	44.97K	+100.15%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.04%	92.29K	5.43M	467	+0.51%
Dec 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.05%	118.6K	6.97M	10.12K	+9.32%
Dec 31, 2025	ETHIC INC.	0.05%	124.77K	7.34M	10.46K	+9.15%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	129.82K	7.63M	-2.51K	-1.90%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.1%	241.91K	14.22M	-23.19K	-8.75%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.2%	501.86K	29.5M	16.34K	+3.37%
Dec 31, 2025	MORGAN STANLEY	0.55%	1.4M	82.3M	61.18K	+4.57%
Dec 31, 2025	BLACKROCK, INC.	0.89%	2.24M	131.86M	103.73K	+4.85%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0%	11.67K	685.96K	-10	-0.09%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.02%	39.55K	2.33M	554	+1.42%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.02%	41.05K	2.41M	8.05K	+24.40%
Dec 31, 2025	SIGNATUREFD, LLC	0.02%	44.23K	2.6M	728	+1.67%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	48.15K	2.83M	8.43K	+21.21%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	52.76K	3.1M	5.23K	+11.01%
Dec 31, 2025	US BANCORP \DE\	0.02%	53.47K	3.14M	3.56K	+7.14%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.03%	67.25K	3.95M	67.25K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.04%	93.76K	5.51M	-22.99K	-19.69%
Dec 31, 2025	VIDENT ADVISORY, LLC	0.04%	103.8K	6.1M	-12.59K	-10.82%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.01%	16.95K	996.55K	3.49K	+25.91%
Dec 31, 2025	INVESCO LTD.	0.01%	30.23K	1.78M	-16.52K	-35.34%
Dec 31, 2025	VOLEON CAPITAL MANAGEMENT LP	0.01%	31K	1.82M	31K	+100.00%
Dec 31, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	31.12K	1.83M	2.8K	+9.89%
Dec 31, 2025	FMR LLC	0.01%	31.89K	1.87M	-3.97K	-11.08%
Dec 31, 2025	IEQ CAPITAL, LLC	0.01%	33.65K	1.98M	2.86K	+9.28%
Dec 31, 2025	MARINER, LLC	0.01%	33.95K	2M	3.02K	+9.77%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.01%	37.37K	2.2M	-556	-1.47%
Dec 31, 2025	NORTHERN TRUST CORP	0.02%	43.62K	2.56M	13.18K	+43.31%
Dec 31, 2025	LAIRD NORTON TRUST COMPANY, LLC	0.04%	93.9K	5.52M	93.9K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	134.87K	7.93M	29.63K	+28.16%
Dec 31, 2025	CREATIVE PLANNING	0.13%	334.24K	19.65M	35.3K	+11.81%
Dec 31, 2025	WEST FAMILY INVESTMENTS, INC.	0.01%	17.77K	1.04M	-22	-0.12%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	12.3K	723.06K	-7.46K	-37.74%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.01%	12.96K	784.05K	417	+3.32%
Dec 31, 2025	PDS PLANNING, INC	0.01%	13.49K	793.25K	469	+3.60%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.01%	14.17K	833.21K	-16	-0.11%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.01%	14.39K	845.87K	8.09K	+128.60%
Dec 31, 2025	CAPROCK GROUP, LLC	0.01%	14.43K	848.52K	2.73K	+23.29%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.01%	15.02K	882.97K	-1.1K	-6.84%
Dec 31, 2025	FRANK, RIMERMAN ADVISORS LLC	0.01%	15.97K	939.05K	5.05K	+46.19%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.01%	16.33K	960.22K	835	+5.39%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.01%	17.49K	1.03M	3.62K	+26.13%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	24.67K	1.45M	2.86K	+13.10%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	27.31K	1.61M	27.31K	+100.00%
Dec 31, 2025	ATIVO CAPITAL MANAGEMENT LLC	0.01%	27.55K	1.62M	-1.92K	-6.52%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	36.04K	2.12M	2.79K	+8.40%
Dec 31, 2025	ABACUS WEALTH PARTNERS, LLC	0.01%	36.95K	2.17M	30.3K	+456.23%
Dec 31, 2025	BALLENTINE PARTNERS, LLC	0.02%	38.12K	2.24M	-282	-0.73%
Dec 31, 2025	DGS CAPITAL MANAGEMENT, LLC	0.01%	27.3K	1.61M	1.02K	+3.88%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.01%	21.3K	1.25M	412	+1.97%
Dec 31, 2025		0%	10.93K	642.28K	10.93K	+100.00%
Dec 31, 2025	BSW WEALTH PARTNERS	0%	11.23K	660.45K	1.27K	+12.77%
Dec 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	11.26K	662.05K	1.23K	+12.23%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0%	11.4K	670.1K	131	+1.16%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	61.04K	3.59M	10.32K	+20.34%
Dec 31, 2025	LPL FINANCIAL LLC	0.01%	18.74K	1.1M	1.28K	+7.30%
Sep 30, 2025	NORTHERN TRUST CORP	0.01%	30.44K	1.71M	1.7K	+5.92%
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.01%	30.8K	1.73M	-529	-1.69%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.01%	34.51K	1.94M	9.46K	+37.78%
Sep 30, 2025	FMR LLC	0.01%	35.86K	2.01M	-153	-0.42%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	9.37K	526.35K	630	+7.20%
Sep 30, 2025	BSW WEALTH PARTNERS	0%	9.96K	559.35K	1.12K	+12.64%
Sep 30, 2025	BALLENTINE PARTNERS, LLC	0.02%	38.4K	2.16M	-2.59K	-6.32%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.02%	39K	2.19M	2.83K	+7.82%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	10.03K	563.42K	-1.83K	-15.43%
Sep 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0%	10.93K	613.5K	6.47K	+145.36%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0%	11.27K	632.65K	489	+4.54%
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0%	11.68K	655.72K	258	+2.26%
Sep 30, 2025	CAPROCK GROUP, LLC	0%	11.71K	634.51K	11.71K	+100.00%
Sep 30, 2025	BAROMETER CAPITAL MANAGEMENT INC.	0.01%	12.4K	696.26K	12.4K	+100.00%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.01%	12.55K	701.14K	320	+2.62%
Sep 30, 2025	RHUMBLINE ADVISERS	0.01%	12.55K	704.57K	-5.34K	-29.85%
Sep 30, 2025	PDS PLANNING, INC	0.01%	13.02K	731.3K	-416	-3.10%
Sep 30, 2025	B. METZLER SEEL. SOHN & CO. AG	0.02%	44.91K	2.52M	5.65K	+14.39%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	47.53K	2.67M	-32.9K	-40.90%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.04%	91.63K	5.14M	2.52K	+2.83%
Sep 30, 2025	INVESCO LTD.	0.02%	46.75K	2.62M	13.96K	+42.56%
Sep 30, 2025	SEI INVESTMENTS CO	0.03%	66.42K	3.73M	899	+1.37%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.01%	14.19K	796.69K	-521	-3.54%
Sep 30, 2025	CITIGROUP INC	0.01%	13.27K	745.11K	2.09K	+18.72%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.01%	13.46K	755.95K	-6.98K	-34.13%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.01%	13.87K	778.5K	-7.86K	-36.19%
Sep 30, 2025	VISE TECHNOLOGIES, INC.	0.01%	15.5K	870.19K	441	+2.93%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.01%	16.12K	905.19K	4.57K	+39.59%
Sep 30, 2025	CERITY PARTNERS LLC	0.03%	63.9K	3.59M	-2.38K	-3.59%
Sep 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.04%	94.21K	5.29M	-1.41K	-1.47%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.04%	91.82K	5.16M	1.25K	+1.38%
Sep 30, 2025	WEST FAMILY INVESTMENTS, INC.	0.01%	17.79K	999.02K	178	+1.01%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.01%	19.76K	1.11M	9.38K	+90.45%
Sep 30, 2025	UBS GROUP AG	0.01%	20.2K	1.13M	-2.41K	-10.67%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.01%	20.89K	1.17M	-771	-3.56%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	21.82K	1.23M	2.76K	+14.49%
Sep 30, 2025	IEQ CAPITAL, LLC	0.01%	30.8K	1.73M	21.61K	+235.30%
Sep 30, 2025	MARINER, LLC	0.01%	30.93K	1.74M	3.13K	+11.25%
Sep 30, 2025	ASSETMARK, INC	0.01%	35.9K	2.02M	18.73K	+109.05%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	39.73K	2.23M	1.69K	+4.43%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	105.23K	5.91M	21.16K	+25.17%
Sep 30, 2025	SIGNATUREFD, LLC	0.02%	43.5K	2.44M	285	+0.66%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.04%	108.48K	6.09M	7.78K	+7.72%
Sep 30, 2025	ETHIC INC.	0.05%	114.31K	6.42M	9.3K	+8.85%
Sep 30, 2025	VIDENT ADVISORY, LLC	0.05%	116.39K	6.54M	-1.37K	-1.16%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	116.75K	6.56M	18.54K	+18.88%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	132.33K	7.43M	3.4K	+2.64%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.11%	265.1K	14.89M	-19.48K	-6.85%
Sep 30, 2025	CREATIVE PLANNING	0.12%	298.93K	16.79M	37.12K	+14.18%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.2%	485.52K	27.26M	-9.41K	-1.90%
Sep 30, 2025	MORGAN STANLEY	0.55%	1.34M	75.17M	-172.73K	-11.43%
Sep 30, 2025	BLACKROCK, INC.	0.87%	2.14M	120.12M	81.96K	+3.98%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	50.73K	2.85M	-2.33K	-4.40%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.02%	52.45K	3M	52.45K	+100.00%
Sep 30, 2025	US BANCORP \DE\	0.02%	49.91K	2.8M	8.6K	+20.81%
Sep 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.03%	63.77K	3.58M	1.55K	+2.49%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	21.94K	1.23M	89	+0.41%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.01%	33K	1.85M	-8.85K	-21.15%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	33.25K	1.87M	3.22K	+10.72%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.02%	37.92K	2.13M	25.29K	+200.18%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	17.47K	980.69K	10.3K	+143.84%
Sep 30, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0.01%	24.35K	1.37M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	27.89K	1.57M	19.75K	+242.53%
Sep 30, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	28.32K	1.59M	-1.07K	-3.65%
Sep 30, 2025	ATIVO CAPITAL MANAGEMENT LLC	0.01%	29.47K	1.65M	-2.61K	-8.13%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	8.58K	426.84K	404	+4.94%
Jun 30, 2025	VIDENT ADVISORY, LLC	0.02%	117.76K	5.86M	2.39K	+2.08%
Jun 30, 2025	ETHIC INC.	0.01%	105.01K	5.15M	8.81K	+9.15%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	100.7K	5.01M	22K	+27.95%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	38.04K	1.89B	17.88K	+88.67%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	10.37K	515.85K	8.84K	+577.53%
Jun 30, 2025	SIVIA CAPITAL PARTNERS, LLC	0%	9.23K	458.96K	-753	-7.54%
Jun 30, 2025	IEQ CAPITAL, LLC	0%	9.19K	456.78K	2.68K	+41.16%
Jun 30, 2025	BLACKROCK, INC.	0.28%	2.06M	102.31M	140.53K	+7.33%
Jun 30, 2025	MORGAN STANLEY	0.2%	1.51M	75.16B	115.1K	+8.24%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.07%	494.93K	24.61M	-45.71K	-8.46%
Jun 30, 2025	FMR LLC	0%	36.01K	1.79M	-52	-0.14%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0%	12.63K	628K	12.63K	+100.00%
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0%	12.23K	650.37K	246	+2.05%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	11.87K	590.06K	1.82K	+18.08%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0%	11.55K	574.33K	2.7K	+30.44%
Jun 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0%	11.42K	567.92K	-182	-1.57%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0%	10.78K	535.99K	451	+4.37%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0%	6.36K	316.24K	6.36K	+100.00%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	128.92K	6.41M	1.08K	+0.85%
Jun 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.01%	95.62K	4.76M	-2.75K	-2.80%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	89.11K	4.43M	2.69K	+3.11%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	84.07K	4.18M	27.63K	+48.96%
Jun 30, 2025	CERITY PARTNERS LLC	0.01%	66.28K	3.3M	-1.92K	-2.82%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0%	21.66K	1.08M	1.31K	+6.44%
Jun 30, 2025	ATIVO CAPITAL MANAGEMENT LLC	0%	32.08K	1.6M	-1.02K	-3.07%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0%	30.03K	1.49M	5K	+19.96%
Jun 30, 2025	MARINER, LLC	0%	27.8K	1.38M	2.31K	+9.06%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0%	25.05K	1.25M	-1.62K	-6.08%
Jun 30, 2025	ASSETMARK, INC	0%	17.17K	853.96K	16.16K	+1,593.49%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	0%	15.06K	748.78K	15.06K	+100.00%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	14.71K	731.46K	-17	-0.12%
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.05%	363.72K	387.6K	363.72K	+100.00%
Jun 30, 2025	BSW WEALTH PARTNERS	0%	8.84K	439.81K	528	+6.35%
Jun 30, 2025	ABACUS WEALTH PARTNERS, LLC	0%	7.47K	371.43K	16	+0.21%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0%	7.25K	360.54K	802	+12.44%
Jun 30, 2025	GREENLEAF TRUST	0%	7.1K	353.18K	69	+0.98%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	7.06K	350.99K	64	+0.92%
Jun 30, 2025	PRINCIPAL STREET PARTNERS, LLC	0%	6.9K	343.14K	6.9K	+100.00%
Jun 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0%	6.9K	382.52K	6	+0.09%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	21.73K	1.08M	-1.19K	-5.18%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0%	20.44K	1.02M	50	+0.25%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	19.06K	947.61K	2.3K	+13.70%
Jun 30, 2025	RHUMBLINE ADVISERS	0%	17.89K	889.57K	-8.2K	-31.43%
Jun 30, 2025	WEST FAMILY INVESTMENTS, INC.	0%	17.61K	875.94K	5.28K	+42.85%
Jun 30, 2025	PDS PLANNING, INC	0%	13.44K	668.37K	180	+1.36%
Jun 30, 2025	CREATIVE PLANNING	0.04%	261.81K	13.02M	53.74K	+25.83%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.01%	41.85K	2.08B	-10.32K	-19.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	98.21K	4.88M	-38.14K	-27.97%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	90.57K	4.5M	12.47K	+15.96%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	80.43K	4M	23.02K	+40.10%
Jun 30, 2025	SEI INVESTMENTS CO	0.01%	65.52K	3.26M	771	+1.19%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.01%	63.28K	3.15M	-887	-1.38%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.01%	62.22K	3.09M	62.22K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	53.06K	2.64M	1.19K	+2.29%
Jun 30, 2025	SIGNATUREFD, LLC	0.01%	43.21K	2.15M	889	+2.10%
Jun 30, 2025	US BANCORP \DE\	0.01%	41.31K	2.05M	3.45K	+9.10%
Jun 30, 2025	BALLENTINE PARTNERS, LLC	0.01%	40.99K	2.04M	7.8K	+23.48%
Jun 30, 2025	B. METZLER SEEL. SOHN & CO. AG	0.01%	39.26K	1.95M	600	+1.55%
Jun 30, 2025	RAMIREZ ASSET MANAGEMENT, INC.	0.01%	39.16K	1.95M	-308	-0.78%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.01%	36.62K	1.82M	0	0
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	36.17K	1.8M	6.02K	+19.98%
Jun 30, 2025	INVESCO LTD.	0%	32.79K	1.63M	-5.41K	-14.16%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	31.33K	1.56M	-4.23K	-11.89%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0%	29.39K	1.46M	-22.61K	-43.48%
Jun 30, 2025	STRATEGIC GLOBAL ADVISORS, LLC	0%	12.79K	636.15K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0%	28.74K	1.43M	1.31K	+4.79%
Jun 30, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0%	24.35K	1.21M	1.78K	+7.89%
Jun 30, 2025	UBS GROUP AG	0%	22.61K	1.12M	20.22K	+843.78%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0%	21.85K	1.09M	4.71K	+27.49%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.04%	284.58K	14.15M	-5.5K	-1.90%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0%	20.35K	679.22K	-2.37K	-10.43%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0%	20.39K	680.55K	-26.14K	-56.18%
Mar 31, 2025	SEI INVESTMENTS CO	0.01%	64.75K	2.16M	89	+0.14%
Mar 31, 2025	CERITY PARTNERS LLC	0.01%	68.2K	2.28M	27.62K	+68.04%
Mar 31, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0%	22.57K	753.25K	0	0
Mar 31, 2025	FIRST TRUST ADVISORS LP	0%	22.92K	764.89K	-2.03K	-8.12%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	127.84K	4.27M	-12.26K	-8.75%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	136.35K	4.55M	-4.31K	-3.06%
Mar 31, 2025	CREATIVE PLANNING	0.03%	208.07K	6.95M	36.35K	+21.17%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.04%	290.08K	9.68M	2.23K	+0.77%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.07%	540.64K	18.05M	-31.95K	-5.58%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	86.42K	2.88M	6.65K	+8.33%
Mar 31, 2025	VIDENT ADVISORY, LLC	0.01%	115.37K	3.85M	20.38K	+21.45%
Mar 31, 2025	ATIVO CAPITAL MANAGEMENT LLC	0%	33.09K	1.1M	-296	-0.89%
Mar 31, 2025	BALLENTINE PARTNERS, LLC	0%	33.2K	1.11M	4.09K	+14.05%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	35.55K	1.19M	0	0
Mar 31, 2025	ETHIC INC.	0.01%	96.21K	3.26M	-1.01K	-1.04%
Mar 31, 2025	RHUMBLINE ADVISERS	0%	26.09K	870.78K	-12.97K	-33.21%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0%	26.67K	890K	-2.89K	-9.77%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0%	25.03K	835.51K	342	+1.39%
Mar 31, 2025	NORTHERN TRUST CORP	0%	27.42K	915.38K	1.18K	+4.48%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	56.44K	1.88M	16.84K	+42.54%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	57.41K	1.92M	13.69K	+31.30%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	36.62K	1.22M	-2.7K	-6.87%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.01%	64.17K	2.14M	6.57K	+11.41%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	78.11K	2.61M	7.98K	+11.39%
Mar 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	78.7K	2.63M	762	+0.98%
Mar 31, 2025	MARSHALL WACE, LLP	0.01%	80.21K	2.68M	-11.6K	-12.63%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0%	17.14K	572.14K	-1.54K	-8.24%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	17.46K	582.65K	-7.19K	-29.18%
Mar 31, 2025	BLACKROCK, INC.	0.24%	1.92M	63.98M	94.17K	+5.17%
Mar 31, 2025	US BANCORP \DE\	0%	37.86K	1.26M	9.21K	+32.13%
Mar 31, 2025	INVESCO LTD.	0%	38.2K	1.28M	-2.74K	-6.68%
Mar 31, 2025	B. METZLER SEEL. SOHN & CO. AG	0%	38.66K	1.29M	4.81K	+14.20%
Mar 31, 2025	RAMIREZ ASSET MANAGEMENT, INC.	0%	39.47K	1.32M	-1.74K	-4.21%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.01%	40.4K	1.35M	-11.7K	-22.46%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	28.33K	945.49K	10.86K	+62.16%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	30.15K	1.01M	-420	-1.37%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0%	14.73K	491.56K	-258	-1.72%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	16.76K	559.42K	-631	-3.63%
Mar 31, 2025	SIGNATUREFD, LLC	0.01%	42.32K	1.41M	-1.38K	-3.15%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	51.87K	1.73M	525	+1.02%
Mar 31, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	52K	1.74M	365	+0.71%
Mar 31, 2025	ADVISORS PREFERRED, LLC	0%	15.72K	532.7K	14.69K	+1,425.02%
Mar 31, 2025	FMR LLC	0%	36.06K	1.2M	2.56K	+7.64%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.01%	52.17K	1.74M	21.02K	+67.46%
Mar 31, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.01%	98.37K	3.28M	-60.64K	-38.14%
Mar 31, 2025	MARINER, LLC	0%	25.49K	850.78K	-1.93K	-7.05%
Mar 31, 2025	MORGAN STANLEY	0.17%	1.4M	46.61M	41.9K	+3.09%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0%	20.16K	673.05K	6.78K	+50.68%
Mar 31, 2024	PDS PLANNING, INC	0%	11.98K	388.41K	403	+3.48%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0%	10.27K	332.99K	36	+0.35%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0%	12.03K	390.1K	-829	-6.45%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	12.49K	405.1K	2.06K	+19.77%
Mar 31, 2024	SCHECHTER INVESTMENT ADVISORS, LLC	0%	12.63K	409.48K	-877	-6.49%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0%	14.36K	466K	181	+1.28%
Mar 31, 2024	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	14.6K	473.58K	16	+0.11%
Mar 31, 2024	DGS CAPITAL MANAGEMENT, LLC	0%	14.85K	481.65K	14.85K	+100.00%
Mar 31, 2024	CAPROCK GROUP, LLC	0%	15.41K	521.74K	173	+1.14%
Mar 31, 2024	B. METZLER SEEL. SOHN & CO. AG	0%	15.5K	502.67K	2.25K	+16.98%
Mar 31, 2024	HENRY JAMES INTERNATIONAL MANAGEMENT INC.	0%	15.61K	506.3K	-281	-1.77%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	16.32K	529.26K	2.8K	+20.70%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0%	16.66K	540.14K	593	+3.69%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	17.3K	560.91K	-40	-0.23%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0%	17.7K	599.21K	4.58K	+34.86%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0%	18.43K	597.75K	-1.05K	-5.39%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0%	19.65K	637K	7.01K	+55.53%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0%	21.12K	684.79K	21.12K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0%	21.51K	697.7K	-3.96K	-15.54%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0%	22.16K	718.55K	-1.33K	-5.68%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	23.45K	760.39K	23.45K	+100.00%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0%	24.12K	782.12K	857	+3.68%
Mar 31, 2024	MARINER, LLC	0%	25.58K	829.47K	1.04K	+4.23%
Mar 31, 2024	US BANCORP \DE\	0%	29.14K	944.95K	-247	-0.84%
Mar 31, 2024	CERITY PARTNERS LLC	0%	30.1K	976.11K	4.76K	+18.79%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0%	30.3K	983K	30.3K	+100.00%
Mar 31, 2024	BALLENTINE PARTNERS, LLC	0%	30.48K	988.43K	9.28K	+43.77%
Mar 31, 2024	FMR LLC	0%	33.71K	1.09M	-209	-0.62%
Mar 31, 2024	ATIVO CAPITAL MANAGEMENT LLC	0%	34.48K	1.12M	-107	-0.31%
Mar 31, 2024	SIGNATUREFD, LLC	0.01%	44.15K	1.43M	2.23K	+5.31%
Mar 31, 2024	QUADRANT CAPITAL GROUP LLC	0.01%	49.75K	1.61M	5.11K	+11.45%
Mar 31, 2024	FIRST TRUST DIRECT INDEXING L.P.	0%	28.25K	916.27K	-13.39K	-32.15%
Mar 31, 2024	SEI INVESTMENTS CO	0.01%	64.61K	2.1M	0	0
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	84.15K	2.73M	4.18K	+5.23%
Mar 31, 2024	MERITAGE PORTFOLIO MANAGEMENT	0.01%	94.82K	3.08M	94.82K	+100.00%
Mar 31, 2024	CWA ASSET MANAGEMENT GROUP, LLC	0.01%	97.54K	3.16M	-59.14K	-37.75%
Mar 31, 2024	CREATIVE PLANNING	0.01%	104.64K	3.39M	28.06K	+36.64%
Mar 31, 2024	ETHIC INC.	0.01%	107.64K	3.49M	1.84K	+1.73%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.02%	135.39K	4.39M	90.3K	+200.27%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.01%	40.05K	1.3M	0	0
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.01%	53.02K	1.72M	31.78K	+149.65%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.01%	53.94K	1.75M	618	+1.16%
Mar 31, 2024	VIDENT ADVISORY, LLC	0.01%	54.75K	1.78M	11.15K	+25.57%
Mar 31, 2024	GREENLEAF TRUST	0%	7K	226.88K	94	+1.36%
Mar 31, 2024	LPL FINANCIAL LLC	0%	7.06K	228.83K	7.06K	+100.00%
Mar 31, 2024	CROSSMARK GLOBAL HOLDINGS, INC.	0%	7.06K	228K	-4.56K	-39.25%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0%	8.2K	247.71K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	8.74K	283.41K	-2.45K	-21.90%
Mar 31, 2024	BSW WEALTH PARTNERS	0%	9.18K	297.69K	736	+8.72%
Mar 31, 2024	SIVIA CAPITAL PARTNERS, LLC	0%	9.94K	322.32K	1.22K	+13.99%
Mar 31, 2024	WEST FAMILY INVESTMENTS, INC.	0%	11.93K	386.86K	1.52K	+14.61%
Mar 31, 2024	INVESCO LTD.	0%	35.66K	1.16M	4.76K	+15.42%
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.01%	37.47K	1.22M	1.74K	+4.86%
Mar 31, 2024	RHUMBLINE ADVISERS	0.01%	56.21K	1.82M	-626	-1.10%
Mar 31, 2024	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	64.21K	2.08M	5.97K	+10.26%
Mar 31, 2024	WETHERBY ASSET MANAGEMENT INC	0.01%	64.55K	2.09M	1.82K	+2.90%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	94.62K	3.07M	-55.52K	-36.98%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.03%	213.43K	6.92M	0	0
Mar 31, 2024	MORGAN STANLEY	0.17%	1.27M	41.24M	-24.78K	-1.91%
Mar 31, 2024	BLACKROCK INC.	0.23%	1.7M	55.2M	97.52K	+6.08%
Dec 31, 2023	MORGAN STANLEY	0.53%	1.3M	39.18M	68.86K	+5.61%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0%	10.43K	315.21K	1.71K	+19.65%
Dec 31, 2023	SCHONFELD STRATEGIC ADVISORS LLC	0%	11K	332.42K	11K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0%	11.19K	338.16K	27	+0.24%
Dec 31, 2023	PDS PLANNING, INC	0%	11.57K	349.77K	204	+1.79%
Dec 31, 2023	CROSSMARK GLOBAL HOLDINGS, INC.	0%	11.62K	351K	76	+0.66%
Dec 31, 2023	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	12.63K	382K	2.69K	+27.03%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.01%	13.13K	396.7K	-151	-1.14%
Dec 31, 2023	B. METZLER SEEL. SOHN & CO. AG	0.01%	13.25K	400.42K	13.25K	+100.00%
Dec 31, 2023	SCHECHTER INVESTMENT ADVISORS, LLC	0.01%	13.5K	408.1K	13.5K	+100.00%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.01%	13.52K	408.61K	1.94K	+16.78%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.01%	14.18K	428K	14.18K	+100.00%
Dec 31, 2023	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	14.59K	440.82K	-4	-0.03%
Dec 31, 2023	CAPROCK GROUP, LLC	0.01%	15.24K	460.58K	1.9K	+14.23%
Dec 31, 2023	HENRY JAMES INTERNATIONAL MANAGEMENT INC.	0.01%	15.89K	480.29K	0	0
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.01%	16.06K	485.91K	1.21K	+8.17%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	17.34K	523.89K	415	+2.45%
Dec 31, 2023	STRATEGIC GLOBAL ADVISORS, LLC	0.01%	18.36K	554.87K	-1.81K	-8.96%
Dec 31, 2023		0.01%	12.86K	388.57K	2.09K	+19.42%
Dec 31, 2023	BALLENTINE PARTNERS, LLC	0.01%	21.2K	640.67K	3.84K	+22.14%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.01%	21.24K	641K	8.76K	+70.17%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	23.26K	702.92K	1.57K	+7.21%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.01%	23.49K	709.9K	-1.63K	-6.48%
Dec 31, 2023	MARINER, LLC	0.01%	24.54K	741.6K	4.47K	+22.26%
Dec 31, 2023	CERITY PARTNERS LLC	0.01%	25.34K	765.69K	4.77K	+23.21%
Dec 31, 2023	NORTHERN TRUST CORP	0.01%	25.47K	769.76K	329	+1.31%
Dec 31, 2023	US BANCORP \DE\	0.01%	29.39K	888.02K	6.26K	+27.06%
Dec 31, 2023	INVESCO LTD.	0.01%	30.89K	933.59K	4.61K	+17.54%
Dec 31, 2023	FMR LLC	0.01%	33.92K	1.03M	14.92K	+78.54%
Dec 31, 2023	ATIVO CAPITAL MANAGEMENT LLC	0.01%	34.59K	1.05M	-300	-0.86%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.01%	35.73K	1.08M	8.21K	+29.83%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.02%	40.05K	1.21M	0	0
Dec 31, 2023	FIRST TRUST DIRECT INDEXING L.P.	0.02%	41.64K	1.26M	3.61K	+9.50%
Dec 31, 2023	SIGNATUREFD, LLC	0.02%	41.93K	1.27M	1.7K	+4.23%
Dec 31, 2023	VIDENT ADVISORY, LLC	0.02%	43.6K	1.32M	-1.46K	-3.25%
Dec 31, 2023	QUADRANT CAPITAL GROUP LLC	0.02%	44.63K	1.35M	10.44K	+30.54%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.02%	45.09K	1.36M	17.7K	+64.60%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.02%	53.32K	1.61M	5.81K	+12.24%
Dec 31, 2023	RHUMBLINE ADVISERS	0.02%	56.83K	1.72M	730	+1.30%
Dec 31, 2023	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.02%	58.23K	1.76M	10.61K	+22.28%
Dec 31, 2023	BLACKROCK INC.	0.65%	1.6M	48.49M	179.13K	+12.57%
Dec 31, 2023	WETHERBY ASSET MANAGEMENT INC	0.03%	62.73K	1.9M	1.91K	+3.14%
Dec 31, 2023	SEI INVESTMENTS CO	0.03%	64.61K	1.95M	0	0
Dec 31, 2023	CREATIVE PLANNING	0.03%	76.58K	2.31M	36.43K	+90.74%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	79.97K	2.42M	12.68K	+18.85%
Dec 31, 2023	ETHIC INC.	0.04%	105.8K	3.2M	7.26K	+7.37%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.06%	150.14K	4.54M	2.01K	+1.36%
Dec 31, 2023	CWA ASSET MANAGEMENT GROUP, LLC	0.06%	156.68K	4.73M	-37.08K	-19.14%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	213.43K	6.45M	-11.17K	-4.97%

WF Stock Ownership Breakdown