CUSIP 023586100
U HAUL HOLDING COMPANY
227 institutions · $375.8M total · 7,623,520 shares · UHAL-B
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 732,866 | $36.9M | 9.61% | 2025-12-31 |
| 2 | Southpoint Capital Advisors LP | 600,000 | $30.2M | 7.87% | 2025-12-31 |
| 3 | NORGES BANK | 546,476 | $27.5M | 7.16% | 2025-12-31 |
| 4 | SCHARF INVESTMENTS, LLC | 431,250 | $21.7M | 5.65% | 2025-12-31 |
| 5 | DIMENSIONAL FUND ADVISORS LP | 361,198 | $18.2M | 4.73% | 2025-12-31 |
| 6 | YACKTMAN ASSET MANAGEMENT LP | 327,276 | $16.5M | 4.29% | 2025-12-31 |
| 7 | Quantinno Capital Management LP | 291,700 | $14.7M | 3.82% | 2025-12-31 |
| 8 | Estuary Capital Management LP | 214,200 | $12.2M | 2.80% | 2025-09-30 |
| 9 | BlackRock, Inc. | 222,868 | $11.2M | 2.92% | 2025-12-31 |
| 10 | ArrowMark Colorado Holdings LLC | 217,800 | $11.0M | 2.85% | 2025-12-31 |
| 11 | D. E. Shaw & Co., Inc. | 188,930 | $9.5M | 2.47% | 2025-12-31 |
| 12 | TWO SIGMA ADVISERS, LP | 174,400 | $8.8M | 2.28% | 2025-12-31 |
| 13 | TWO SIGMA INVESTMENTS, LP | 170,771 | $8.6M | 2.24% | 2025-12-31 |
| 14 | Old West Investment Management, LLC | 153,350 | $7.7M | 2.01% | 2025-12-31 |
| 15 | STATE STREET CORP | 140,560 | $7.1M | 1.84% | 2025-12-31 |
| 16 | LANDMARK INVESTMENT PARTNERS, L.P. | 114,393 | $6.5M | 1.50% | 2025-09-30 |
| 17 | Orvieto Partners, L.P. | 127,000 | $6.4M | 1.66% | 2025-12-31 |
| 18 | FRANKLIN RESOURCES INC | 182,709 | $5.5M | 2.39% | 2025-09-30 |
| 19 | TUDOR INVESTMENT CORP ET AL | 95,393 | $5.4M | 1.25% | 2025-12-31 |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 104,754 | $5.3M | 1.37% | 2025-12-31 |
| 21 | Deltroit Asset Management (UK) LLP | 102,793 | $5.2M | 1.34% | 2025-12-31 |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 90,570 | $4.6M | 1.18% | 2025-12-31 |
| 23 | MORGAN STANLEY | 84,920 | $4.3M | 1.11% | 2025-12-31 |
| 24 | JACOBS LEVY EQUITY MANAGEMENT, INC | 75,717 | $3.8M | 0.99% | 2025-12-31 |
| 25 | Bruce & Co., Inc. | 73,900 | $3.7M | 0.96% | 2025-12-31 |
| 26 | AQR CAPITAL MANAGEMENT LLC | 72,663 | $3.7M | 0.95% | 2025-12-31 |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,437 | $3.4M | 0.89% | 2025-12-31 |
| 28 | Trexquant Investment LP | 60,536 | $3.1M | 0.79% | 2025-12-31 |
| 29 | Schonfeld Strategic Advisors LLC | 59,152 | $3.0M | 0.77% | 2025-12-31 |
| 30 | Point72 Asset Management, L.P. | 46,224 | $2.6M | 0.60% | 2025-09-30 |
| 31 | GOLDMAN SACHS GROUP INC | 51,216 | $2.6M | 0.67% | 2025-12-31 |
| 32 | JANE STREET GROUP, LLC | 42,600 | $2.4M | 0.55% | 2025-09-30 |
| 33 | UBS Group AG | 41,896 | $2.1M | 0.54% | 2025-12-31 |
| 34 | DIMENSION CAPITAL MANAGEMENT LLC | 35,016 | $2.0M | 0.45% | 2025-09-30 |
| 35 | Swiss Life Asset Management Ltd | 5,574 | $2.0M | 0.07% | 2025-12-31 |
| 36 | BARCLAYS PLC | 37,591 | $1.9M | 0.49% | 2025-12-31 |
| 37 | NORTHERN TRUST CORP | 37,177 | $1.9M | 0.48% | 2025-12-31 |
| 38 | ABRAMS CAPITAL MANAGEMENT, L.P. | 36,401 | $1.8M | 0.47% | 2025-12-31 |
| 39 | Royal Bank of Canada | 35,022 | $1.8M | 0.45% | 2025-12-31 |
| 40 | Gotham Asset Management, LLC | 33,935 | $1.7M | 0.44% | 2025-12-31 |
| 41 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 29,242 | $1.7M | 0.38% | 2025-09-30 |
| 42 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 33,017 | $1.7M | 0.43% | 2025-12-31 |
| 43 | CITIGROUP INC | 28,739 | $1.4M | 0.37% | 2025-12-31 |
| 44 | XTX Topco Ltd | 28,081 | $1.4M | 0.36% | 2025-12-31 |
| 45 | OCCUDO QUANTITATIVE STRATEGIES LP | 26,996 | $1.4M | 0.35% | 2025-12-31 |
| 46 | BANK OF AMERICA CORP /DE/ | 23,843 | $1.4M | 0.31% | 2025-12-31 |
| 47 | Voya Investment Management LLC | 25,703 | $1.3M | 0.33% | 2025-12-31 |
| 48 | Verition Fund Management LLC | 24,417 | $1.2M | 0.32% | 2025-12-31 |
| 49 | IEQ CAPITAL, LLC | 22,110 | $1.1M | 0.29% | 2025-12-31 |
| 50 | Engineers Gate Manager LP | 21,451 | $1.1M | 0.28% | 2025-12-31 |
| 51 | Creative Planning | 21,229 | $1.1M | 0.27% | 2025-12-31 |
| 52 | Summit Trail Advisors, LLC | 18,227 | $918.8K | 0.23% | 2025-12-31 |
| 53 | Nuveen, LLC | 18,226 | $918.8K | 0.23% | 2025-12-31 |
| 54 | Universal- Beteiligungs- und Servicegesellschaft mbH | 16,900 | $859.7K | 0.22% | 2025-12-31 |
| 55 | Swiss National Bank | 15,500 | $781.4K | 0.20% | 2025-12-31 |
| 56 | CITADEL ADVISORS LLC | 14,400 | $725.9K | 0.18% | 2025-12-31 |
| 57 | MCDONALD PARTNERS LLC | 14,325 | $722.1K | 0.18% | 2025-12-31 |
| 58 | ExodusPoint Capital Management, LP | 12,879 | $649.2K | 0.16% | 2025-12-31 |
| 59 | Kerrisdale Advisers, LLC | 12,714 | $640.9K | 0.16% | 2025-12-31 |
| 60 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12,544 | $632.3K | 0.16% | 2025-12-31 |
| 61 | VARCOV Co. | 12,378 | $624.0K | 0.16% | 2025-12-31 |
| 62 | Bank of New York Mellon Corp | 12,079 | $608.9K | 0.15% | 2025-12-31 |
| 63 | Lotus Technology Management, LP | 11,974 | $603.6K | 0.15% | 2025-12-31 |
| 64 | MILLENNIUM MANAGEMENT LLC | 11,971 | $603.5K | 0.15% | 2025-12-31 |
| 65 | NEW YORK STATE COMMON RETIREMENT FUND | 11,366 | $573.0K | 0.14% | 2025-12-31 |
| 66 | AMERICAN CENTURY COMPANIES INC | 11,353 | $572.3K | 0.14% | 2025-12-31 |
| 67 | Squarepoint Ops LLC | 11,257 | $567.5K | 0.14% | 2025-12-31 |
| 68 | FMR LLC | 10,652 | $537.0K | 0.13% | 2025-12-31 |
| 69 | Farringdon Capital, Ltd. | 10,573 | $533.0K | 0.13% | 2025-12-31 |
| 70 | LPL Financial LLC | 10,443 | $526.4K | 0.13% | 2025-12-31 |
| 71 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 10,285 | $518.5K | 0.13% | 2025-12-31 |
| 72 | JPMORGAN CHASE & CO | 10,221 | $515.2K | 0.13% | 2025-12-31 |
| 73 | Brandywine Global Investment Management, LLC | 9,027 | $515.2K | 0.11% | 2025-09-30 |
| 74 | OSAIC HOLDINGS, INC. | 10,083 | $508.2K | 0.13% | 2025-12-31 |
| 75 | Connor, Clark & Lunn Investment Management Ltd. | 8,587 | $490.1K | 0.11% | 2025-09-30 |
| 76 | RENAISSANCE TECHNOLOGIES LLC | 9,300 | $468.8K | 0.12% | 2025-12-31 |
| 77 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 8,800 | $443.6K | 0.11% | 2025-12-31 |
| 78 | DEUTSCHE BANK AG\ | 8,310 | $418.9K | 0.10% | 2025-12-31 |
| 79 | Caprock Group, LLC | 8,290 | $417.9K | 0.10% | 2025-12-31 |
| 80 | Optas, LLC | 8,271 | $416.9K | 0.10% | 2025-12-31 |
| 81 | Diversified Investment Strategies, LLC | 8,036 | $405.1K | 0.10% | 2025-12-31 |
| 82 | GABELLI FUNDS LLC | 8,000 | $403.3K | 0.10% | 2025-12-31 |
| 83 | Shay Capital LLC | 8,000 | $403.3K | 0.10% | 2025-12-31 |
| 84 | Belpointe Asset Management LLC | 6,910 | $394.4K | 0.09% | 2025-09-30 |
| 85 | MGO ONE SEVEN LLC | 7,765 | $391.4K | 0.10% | 2025-12-31 |
| 86 | QUADRANT CAPITAL GROUP LLC | 7,651 | $385.7K | 0.10% | 2025-12-31 |
| 87 | Versor Investments LP | 7,580 | $382.1K | 0.09% | 2025-12-31 |
| 88 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 7,575 | $381.9K | 0.09% | 2025-12-31 |
| 89 | Atria Investments, Inc | 6,675 | $380.9K | 0.08% | 2025-09-30 |
| 90 | Carnegie Lake Advisors LLC | 7,545 | $380.3K | 0.09% | 2025-12-31 |
| 91 | RHUMBLINE ADVISERS | 7,446 | $375.3K | 0.09% | 2025-12-31 |
| 92 | Asset Planning,Inc | 6,480 | $369.8K | 0.08% | 2025-09-30 |
| 93 | GAMCO INVESTORS, INC. ET AL | 7,040 | $354.9K | 0.09% | 2025-12-31 |
| 94 | AMERIPRISE FINANCIAL INC | 6,819 | $343.8K | 0.08% | 2025-12-31 |
| 95 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 5,984 | $341.5K | 0.07% | 2025-09-30 |
| 96 | Clearbridge Investments, LLC | 6,700 | $337.7K | 0.08% | 2025-12-31 |
| 97 | MERCER GLOBAL ADVISORS INC /ADV | 6,666 | $336.0K | 0.08% | 2025-12-31 |
| 98 | AlphaQuest LLC | 6,367 | $321.0K | 0.08% | 2025-12-31 |
| 99 | Corton Capital Inc. | 5,558 | $317.2K | 0.07% | 2025-09-30 |
| 100 | HighTower Advisors, LLC | 6,014 | $303.2K | 0.07% | 2025-12-31 |
| 101 | Oppenheimer & Close, LLC | 5,990 | $302.0K | 0.07% | 2025-12-31 |
| 102 | Man Group plc | 5,243 | $299.2K | 0.06% | 2025-09-30 |
| 103 | AE Wealth Management LLC | 5,289 | $266.6K | 0.06% | 2025-12-31 |
| 104 | Intellectus Partners, LLC | 5,237 | $264.0K | 0.06% | 2025-12-31 |
| 105 | Focus Partners Wealth | 4,921 | $248.1K | 0.06% | 2025-12-31 |
| 106 | Net Worth Advisory Group | 4,915 | $247.8K | 0.06% | 2025-12-31 |
| 107 | WORLDQUANT MILLENNIUM ADVISORS LLC | 4,902 | $247.1K | 0.06% | 2025-12-31 |
| 108 | Lakewood Asset Management LLC | 4,269 | $243.6K | 0.05% | 2025-09-30 |
| 109 | Brooklyn Investment Group | 4,265 | $243.4K | 0.05% | 2025-09-30 |
| 110 | Legacy Capital Group California, Inc. | 4,801 | $242.0K | 0.06% | 2025-12-31 |
| 111 | AXQ CAPITAL, LP | 4,213 | $240.4K | 0.05% | 2025-09-30 |
| 112 | Cynosure Group, LLC | 4,688 | $236.3K | 0.06% | 2025-12-31 |
| 113 | FourThought Financial Partners, LLC | 3,972 | $226.7K | 0.05% | 2025-09-30 |
| 114 | RAYMOND JAMES FINANCIAL INC | 3,927 | $224.1K | 0.05% | 2025-09-30 |
| 115 | Quadcap Wealth Management, LLC | 3,918 | $223.6K | 0.05% | 2025-09-30 |
| 116 | Invesco Ltd. | 4,427 | $223.2K | 0.05% | 2025-12-31 |
| 117 | Inscription Capital, LLC | 4,423 | $223.0K | 0.05% | 2025-12-31 |
| 118 | JANUS HENDERSON GROUP PLC | 4,400 | $222.0K | 0.05% | 2025-12-31 |
| 119 | Brevan Howard Capital Management LP | 3,821 | $218.1K | 0.05% | 2025-09-30 |
| 120 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 863 | $216.0K | 0.01% | 2025-12-31 |
| 121 | WELLS FARGO & COMPANY/MN | 4,250 | $214.2K | 0.05% | 2025-12-31 |
| 122 | Legal & General Group Plc | 4,177 | $210.6K | 0.05% | 2025-12-31 |
| 123 | Mraz, Amerine & Associates, Inc. | 4,156 | $209.5K | 0.05% | 2025-12-31 |
| 124 | SEI INVESTMENTS CO | 4,126 | $208.0K | 0.05% | 2025-12-31 |
| 125 | Police & Firemen's Retirement System of New Jersey | 3,613 | $182.1K | 0.04% | 2025-12-31 |
| 126 | Corient Private Wealth LLC | 65,109 | $181.2K | 0.85% | 2025-12-31 |
| 127 | State of Wyoming | 2,494 | $125.7K | 0.03% | 2025-12-31 |
| 128 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2,313 | $116.6K | 0.03% | 2025-12-31 |
| 129 | Skylands Capital, LLC | 2,045 | $103.1K | 0.02% | 2025-12-31 |
| 130 | Russell Investments Group, Ltd. | 1,861 | $93.8K | 0.02% | 2025-12-31 |
| 131 | KLP KAPITALFORVALTNING AS | 1,700 | $85.7K | 0.02% | 2025-12-31 |
| 132 | Tower Research Capital LLC (TRC) | 1,675 | $84.4K | 0.02% | 2025-12-31 |
| 133 | Point72 (DIFC) Ltd | 1,424 | $81.3K | 0.01% | 2025-09-30 |
| 134 | COMERICA BANK | 1,174 | $59.2K | 0.01% | 2025-12-31 |
| 135 | Allworth Financial LP | 988 | $56.4K | 0.01% | 2025-12-31 |
| 136 | Point72 Asia (Singapore) Pte. Ltd. | 981 | $56.0K | 0.01% | 2025-09-30 |
| 137 | Colonial Trust Co / SC | 1,040 | $52.4K | 0.01% | 2025-12-31 |
| 138 | US BANCORP \DE\ | 958 | $48.3K | 0.01% | 2025-12-31 |
| 139 | Versant Capital Management, Inc | 896 | $45.2K | 0.01% | 2025-12-31 |
| 140 | Parallel Advisors, LLC | 864 | $43.6K | 0.01% | 2025-12-31 |
| 141 | NISA INVESTMENT ADVISORS, LLC | 725 | $36.5K | 0.00% | 2025-12-31 |
| 142 | Federation des caisses Desjardins du Quebec | 704 | $35.5K | 0.00% | 2025-12-31 |
| 143 | Arax Advisory Partners | 659 | $33.2K | 0.00% | 2025-12-31 |
| 144 | EverSource Wealth Advisors, LLC | 624 | $31.5K | 0.00% | 2025-12-31 |
| 145 | SIMPLEX TRADING, LLC | 623 | $31.4K | 0.00% | 2025-12-31 |
| 146 | BANK OF MONTREAL /CAN/ | 584 | $29.4K | 0.00% | 2025-12-31 |
| 147 | JONES FINANCIAL COMPANIES LLLP | 568 | $28.6K | 0.00% | 2025-12-31 |
| 148 | NATIONAL BANK OF CANADA /FI/ | 528 | $26.6K | 0.00% | 2025-12-31 |
| 149 | PNC Financial Services Group, Inc. | 497 | $25.1K | 0.00% | 2025-12-31 |
| 150 | Spire Wealth Management | 490 | $24.7K | 0.00% | 2025-12-31 |
| 151 | NBC SECURITIES, INC. | 458 | $23.1K | 0.00% | 2025-12-31 |
| 152 | BNP PARIBAS FINANCIAL MARKETS | 436 | $22.0K | 0.00% | 2025-12-31 |
| 153 | High Point Wealth Management, LLC | 430 | $21.7K | 0.00% | 2025-12-31 |
| 154 | Sterling Capital Management LLC | 315 | $15.9K | 0.00% | 2025-12-31 |
| 155 | ELEVATION WEALTH PARTNERS, LLC | 304 | $15.3K | 0.00% | 2025-12-31 |
| 156 | MetLife Investment Management, LLC | 266 | $13.4K | 0.00% | 2025-12-31 |
| 157 | FINANCIAL CONSULATE, INC | 258 | $13.0K | 0.00% | 2025-12-31 |
| 158 | GAMMA Investing LLC | 239 | $12.0K | 0.00% | 2025-12-31 |
| 159 | ROTHSCHILD INVESTMENT LLC | 214 | $10.8K | 0.00% | 2025-12-31 |
| 160 | SIGNATUREFD, LLC | 194 | $9.8K | 0.00% | 2025-12-31 |
| 161 | STRS OHIO | 184 | $9.3K | 0.00% | 2025-12-31 |
| 162 | True Wealth Design, LLC | 121 | $6.1K | 0.00% | 2025-12-31 |
| 163 | Pinnacle Bancorp, Inc. | 112 | $5.6K | 0.00% | 2025-12-31 |
| 164 | CIBC Private Wealth Group LLC | 106 | $5.3K | 0.00% | 2025-12-31 |
| 165 | Cedar Mountain Advisors, LLC | 104 | $5.2K | 0.00% | 2025-12-31 |
| 166 | CVA Family Office, LLC | 100 | $5.0K | 0.00% | 2025-12-31 |
| 167 | SJS Investment Consulting Inc. | 100 | $5.0K | 0.00% | 2025-12-31 |
| 168 | Camelot Portfolios, LLC | 100 | $5.0K | 0.00% | 2025-12-31 |
| 169 | Financial Perspectives, Inc | 95 | $4.8K | 0.00% | 2025-12-31 |
| 170 | CoreCap Advisors, LLC | 90 | $4.5K | 0.00% | 2025-12-31 |
| 171 | Farther Finance Advisors, LLC | 87 | $4.4K | 0.00% | 2025-12-31 |
| 172 | Quent Capital, LLC | 81 | $4.1K | 0.00% | 2025-12-31 |
| 173 | REDMONT WEALTH ADVISORS LLC | 81 | $4.1K | 0.00% | 2025-12-31 |
| 174 | HRT FINANCIAL LP | 76,173 | $3.8K | 0.99% | 2025-12-31 |
| 175 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44 | $2.2K | 0.00% | 2025-12-31 |
| 176 | Smartleaf Asset Management LLC | 43 | $2.2K | 0.00% | 2025-12-31 |
| 177 | MassMutual Private Wealth & Trust, FSB | 41 | $2.1K | 0.00% | 2025-12-31 |
| 178 | AdvisorNet Financial, Inc | 41 | $2.1K | 0.00% | 2025-12-31 |
| 179 | Daytona Street Capital LLC | 40 | $2.0K | 0.00% | 2025-12-31 |
| 180 | Private Wealth Asset Management, LLC | 36 | $1.8K | 0.00% | 2025-12-31 |
| 181 | Tensile Capital Management LP | 35,000 | $1.8K | 0.45% | 2025-12-31 |
| 182 | Virtu Financial LLC | 34,159 | $1.7K | 0.44% | 2025-12-31 |
| 183 | Private Wealth Management Group, LLC | 34 | $1.7K | 0.00% | 2025-12-31 |
| 184 | Larson Financial Group LLC | 33 | $1.7K | 0.00% | 2025-12-31 |
| 185 | LOS ANGELES CAPITAL MANAGEMENT LLC | 29 | $1.5K | 0.00% | 2025-12-31 |
| 186 | UMB Bank, n.a. | 30 | $1.5K | 0.00% | 2025-12-31 |
| 187 | JFS WEALTH ADVISORS, LLC | 26 | $1.3K | 0.00% | 2025-12-31 |
| 188 | Crewe Advisors LLC | 25 | $1.3K | 0.00% | 2025-12-31 |
| 189 | Lodestone Wealth Management LLC | 23 | $1.2K | 0.00% | 2025-12-31 |
| 190 | Global Retirement Partners, LLC | 19 | $958 | 0.00% | 2025-12-31 |
| 191 | Pinnacle Wealth Planning Services, Inc. | 19 | $958 | 0.00% | 2025-12-31 |
| 192 | Root Financial Partners, LLC | 18 | $907 | 0.00% | 2025-12-31 |
| 193 | Golden State Wealth Management, LLC | 17 | $877 | 0.00% | 2025-12-31 |
| 194 | ORG Partners LLC | 15 | $756 | 0.00% | 2025-12-31 |
| 195 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 15 | $756 | 0.00% | 2025-12-31 |
| 196 | Rockefeller Capital Management L.P. | 15 | $756 | 0.00% | 2025-12-31 |
| 197 | Transamerica Financial Advisors, LLC | 14 | $706 | 0.00% | 2025-12-31 |
| 198 | Prestige Wealth Management Group LLC | 8 | $620 | 0.00% | 2025-12-31 |
| 199 | Parkside Financial Bank & Trust | 12 | $605 | 0.00% | 2025-12-31 |
| 200 | BROWN BROTHERS HARRIMAN & CO | 11 | $555 | 0.00% | 2025-12-31 |
| 201 | Cornerstone Planning Group LLC | 9 | $506 | 0.00% | 2025-12-31 |
| 202 | HUNTINGTON NATIONAL BANK | 10 | $504 | 0.00% | 2025-12-31 |
| 203 | ASSETMARK, INC | 8 | $403 | 0.00% | 2025-12-31 |
| 204 | Westfuller Advisors, LLC | 7 | $353 | 0.00% | 2025-12-31 |
| 205 | IFP Advisors, Inc | 6 | $342 | 0.00% | 2025-12-31 |
| 206 | DiNuzzo Private Wealth, Inc. | 6 | $303 | 0.00% | 2025-12-31 |
| 207 | Strengthening Families & Communities, LLC | 6 | $302 | 0.00% | 2025-12-31 |
| 208 | PRICE T ROWE ASSOCIATES INC /MD/ | 5,786 | $292 | 0.07% | 2025-12-31 |
| 209 | INGALLS & SNYDER LLC | 5,095 | $257 | 0.06% | 2025-12-31 |
| 210 | Bell Investment Advisors, Inc | 5 | $253 | 0.00% | 2025-12-31 |
| 211 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 5 | $252 | 0.00% | 2025-12-31 |
| 212 | Kennebec Savings Bank | 3 | $151 | 0.00% | 2025-12-31 |
| 213 | Red Tortoise LLC | 3 | $151 | 0.00% | 2025-12-31 |
| 214 | HARBOUR INVESTMENTS, INC. | 3 | $151 | 0.00% | 2025-12-31 |
| 215 | Keating Financial Advisory Services, Inc. | 3 | $151 | 0.00% | 2025-12-31 |
| 216 | RK Asset Management, LLC | 2,850 | $144 | 0.03% | 2025-12-31 |
| 217 | MV CAPITAL MANAGEMENT, INC. | 2 | $115 | 0.00% | 2025-12-31 |
| 218 | SBI Securities Co., Ltd. | 2 | $101 | 0.00% | 2025-12-31 |
| 219 | Bay Harbor Wealth Management, LLC | 2 | $100 | 0.00% | 2025-12-31 |
| 220 | CANADA LIFE ASSURANCE Co | 1,927 | $97 | 0.02% | 2025-12-31 |
| 221 | Sachetta, LLC | 1 | $51 | 0.00% | 2025-12-31 |
| 222 | AMALGAMATED BANK | 471 | $24 | 0.00% | 2025-12-31 |
| 223 | FNY Investment Advisers, LLC | 342 | $19 | 0.00% | 2025-12-31 |
| 224 | CWM, LLC | 283 | $14 | 0.00% | 2025-12-31 |
| 225 | Covestor Ltd | 121 | $6 | 0.00% | 2025-12-31 |
| 226 | Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 2025-12-31 |
| 227 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 10 | $0 | 0.00% | 2025-12-31 |