13F QoQ Ownership Changes
OSW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 38 new · 71 added · 107 reduced · 26 exited
New Positions(38)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 3,034,478 | +3,034,478 | $62.9M | +$62.9M | — |
| REINHART PARTNERS, LLC. | 2,186,966 | +2,186,966 | $45.4M | +$45.4M | — |
| Aberdeen Group plc | 851,646 | +851,646 | $17.7M | +$17.7M | — |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 201,325 | +201,325 | $4.2M | +$4.2M | — |
| KING LUTHER CAPITAL MANAGEMENT CORP | 112,861 | +112,861 | $2.3M | +$2.3M | — |
| D. E. Shaw & Co., Inc. | 107,677 | +107,677 | $2.2M | +$2.2M | — |
| Campbell & CO Investment Adviser LLC | 53,733 | +53,733 | $1.1M | +$1.1M | — |
| Susquehanna Portfolio Strategies, LLC | 36,275 | +36,275 | $752.3K | +$752.3K | — |
| Diametric Capital, LP | 30,539 | +30,539 | $633.4K | +$633.4K | — |
| EntryPoint Capital, LLC | 29,623 | +29,623 | $614.4K | +$614.4K | — |
| DARK FOREST CAPITAL MANAGEMENT LP | 29,356 | +29,356 | $608.8K | +$608.8K | — |
| MIRABELLA FINANCIAL SERVICES LLP | 22,916 | +22,916 | $475.3K | +$475.3K | — |
| CAMPBELL CAPITAL MANAGEMENT INC | 20,000 | +20,000 | $414.8K | +$414.8K | — |
| OPPENHEIMER ASSET MANAGEMENT INC. | 17,733 | +17,733 | $367.8K | +$367.8K | — |
| GLENMEDE TRUST CO NA | 16,285 | +16,285 | $337.8K | +$337.8K | — |
| Inspire Advisors, LLC | 14,362 | +14,362 | $297.9K | +$297.9K | — |
| MQS Management LLC | 12,576 | +12,576 | $260.8K | +$260.8K | — |
| CAPTRUST FINANCIAL ADVISORS | 12,524 | +12,524 | $259.7K | +$259.7K | — |
| ZWJ INVESTMENT COUNSEL INC | 12,500 | +12,500 | $259.3K | +$259.3K | — |
| TWINBEECH CAPITAL LP | 12,200 | +12,200 | $253.0K | +$253.0K | — |
| XTX Topco Ltd | 11,806 | +11,806 | $244.9K | +$244.9K | — |
| Sanctuary Advisors, LLC | 10,330 | +10,330 | $218.4K | +$218.4K | — |
| nVerses Capital, LLC | 10,111 | +10,111 | $209.7K | +$209.7K | — |
| Inspire Investing, LLC | 7,266 | +7,266 | $150.7K | +$150.7K | — |
| Kemnay Advisory Services Inc. | 5,351 | +5,351 | $111.0K | +$111.0K | — |
| Leonteq Securities AG | 5,000 | +5,000 | $99.5K | +$99.5K | — |
| Empowered Funds, LLC | 3,175 | +3,175 | $65.8K | +$65.8K | — |
| BROWN BROTHERS HARRIMAN & CO | 1,515 | +1,515 | $31.4K | +$31.4K | — |
| Kestra Advisory Services, LLC | 1,000 | +1,000 | $20.7K | +$20.7K | — |
| DANSKE BANK A/S | 700 | +700 | $14.5K | +$14.5K | — |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 618,176 | +618,176 | $12.8K | +$12.8K | — |
| Allworth Financial LP | 199 | +199 | $4.1K | +$4.1K | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 119 | +119 | $2.5K | +$2.5K | — |
| Janney Montgomery Scott LLC | 22,606 | +22,606 | $469 | +$469 | — |
| TD PRIVATE CLIENT WEALTH LLC | 7 | +7 | $145 | +$145 | — |
| IFP Advisors, Inc | 5 | +5 | $104 | +$104 | — |
| KBC Group NV | 4,244 | +4,244 | $88 | +$88 | — |
| OPTIMA CAPITAL LLC | 3 | +3 | $62 | +$62 | — |
Added To(71)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC | 14,011,310 | +821,710 | $290.6M | +$11.8M | 6.2% |
| GOLDMAN SACHS GROUP INC | 1,003,892 | +521,497 | $20.8M | +$10.6M | 108.1% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 271,298 | +261,776 | $5.6M | +$5.4M | 2749.2% |
| Qube Research & Technologies Ltd | 705,343 | +227,296 | $14.6M | +$4.5M | 47.5% |
| ExodusPoint Capital Management, LP | 213,542 | +191,680 | $4.4M | +$4.0M | 876.8% |
| MORGAN STANLEY | 578,705 | +184,980 | $12.0M | +$3.7M | 47.0% |
| MILLENNIUM MANAGEMENT LLC | 220,337 | +178,068 | $4.6M | +$3.7M | 421.3% |
| CITADEL ADVISORS LLC | 124,871 | +106,944 | $2.6M | +$2.2M | 596.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,505,052 | +122,681 | $52.0M | +$1.6M | 5.1% |
| RBF Capital, LLC | 160,000 | +75,000 | $3.3M | +$1.5M | 88.2% |
| JPMORGAN CHASE & CO | 383,336 | +70,196 | $8.0M | +$1.3M | 22.4% |
| Trexquant Investment LP | 120,603 | +64,195 | $2.5M | +$1.3M | 113.8% |
| BARCLAYS PLC | 217,408 | +45,014 | $4.4M | +$788.5K | 26.1% |
| VIRTUS ADVISERS, LLC | 57,808 | +41,266 | $1.1M | +$752.4K | 249.5% |
| WELLS FARGO & COMPANY/MN | 291,182 | +39,677 | $6.0M | +$722.3K | 15.8% |
| VANGUARD GROUP INC | 3,017,136 | +89,191 | $62.6M | +$678.6K | 3.0% |
| FIRST TRUST ADVISORS LP | 3,179,211 | +90,381 | $65.9M | +$639.0K | 2.9% |
| NORTHERN TRUST CORP | 1,144,669 | +45,606 | $23.7M | +$506.2K | 4.1% |
| STATE STREET CORP | 2,253,071 | +26,533 | $46.7M | -$340.3K | 1.2% |
| Vest Financial, LLC | 217,218 | +20,042 | $4.5M | +$336.8K | 10.2% |
| PRINCIPAL FINANCIAL GROUP INC | 59,009 | +16,594 | $1.2M | +$327.2K | 39.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | 399,053 | +22,930 | $8.3M | +$325.1K | 6.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,102,460 | +53,175 | $43.6M | +$283.1K | 2.6% |
| Quantinno Capital Management LP | 26,336 | +13,858 | $546.2K | +$282.4K | 111.0% |
| &PARTNERS | 25,040 | +12,503 | $519.3K | +$254.3K | 99.7% |
| Pinnacle Wealth Management Advisory Group, LLC | 22,936 | +12,343 | $475.7K | +$251.8K | 116.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 848,819 | +4,997 | $17.6M | -$233.9K | 0.6% |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 101,519 | +12,500 | $2.1M | +$223.6K | 14.0% |
| State of New Jersey Common Pension Fund D | 107,520 | +10,615 | $2.2M | +$181.4K | 10.9% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 70,495 | +6,889 | $1.5M | +$117.4K | 10.8% |
| Nixon Capital, LLC | 880,759 | +21,485 | $18.3M | +$101.9K | 2.5% |
| Voya Investment Management LLC | 34,975 | +4,818 | $725.4K | +$87.9K | 16.0% |
| STIFEL FINANCIAL CORP | 351,363 | +2,968 | $7.3M | -$77.8K | 0.8% |
| State of Wyoming | 23,758 | +4,117 | $492.7K | +$77.5K | 21.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 22,999 | +4,026 | $477.0K | +$75.9K | 21.2% |
| Moran Wealth Management, LLC | 43,072 | +4,369 | $893.3K | +$75.1K | 11.3% |
| BNP PARIBAS FINANCIAL MARKETS | 22,800 | +2,941 | $472.9K | +$53.1K | 14.8% |
| OBERWEIS ASSET MANAGEMENT INC/ | 476,890 | +11,490 | $9.9M | +$52.1K | 2.5% |
| AQR CAPITAL MANAGEMENT LLC | 24,435 | +2,786 | $506.8K | +$49.1K | 12.9% |
| Bank of New York Mellon Corp | 314,703 | +8,138 | $6.5M | +$46.2K | 2.6% |
| Pictet Asset Management Holding SA | 15,777 | +2,461 | $327.2K | +$45.7K | 18.5% |
| ALLIANCEBERNSTEIN L.P. | 104,337 | +26 | $2.2M | -$41.2K | 0.0% |
| Diversified Trust Co | 20,177 | +2,300 | $418.5K | +$40.6K | 12.9% |
| Nuveen, LLC | 581,693 | +12,893 | $12.1M | +$39.9K | 2.3% |
| ProShare Advisors LLC | 18,266 | +2,041 | $378.8K | +$35.8K | 12.6% |
| DEUTSCHE BANK AG\ | 79,073 | +3,001 | $1.6M | +$31.8K | 3.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 46,442 | +2,363 | $963.2K | +$31.4K | 5.4% |
| Farther Finance Advisors, LLC | 1,932 | +1,478 | $40.1K | +$30.5K | 325.6% |
| Arax Advisory Partners | 1,597 | +1,295 | $33.1K | +$26.7K | 428.8% |
| Rockefeller Capital Management L.P. | 2,364 | +1,244 | $49.0K | +$25.4K | 111.1% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 75,621 | +321 | $1.6M | -$23.5K | 0.4% |
| FIRST HORIZON CORP | 1,785 | +975 | $37.0K | +$19.9K | 120.4% |
| LRI Investments, LLC | 1,043 | +792 | $21.6K | +$16.3K | 315.5% |
| Police & Firemen's Retirement System of New Jersey | 26,270 | +7 | $544.8K | -$10.4K | 0.0% |
| EverSource Wealth Advisors, LLC | 685 | +465 | $14.2K | +$9.6K | 211.4% |
| Swiss National Bank | 202,400 | +3,400 | $4.2M | -$9.1K | 1.7% |
| Sterling Capital Management LLC | 639 | +409 | $13.3K | +$8.4K | 177.8% |
| NEUBERGER BERMAN GROUP LLC | 549,006 | +10,010 | $11.4M | -$8.0K | 1.9% |
| SIMON QUICK ADVISORS, LLC | 12,222 | +6 | $253.5K | -$4.8K | 0.0% |
| BESSEMER GROUP INC | 1,126,468 | +201,742 | $23.4K | +$3.8K | 21.8% |
| US BANCORP \DE\ | 4,853 | +270 | $100.7K | +$3.8K | 5.9% |
| GAMMA Investing LLC | 1,336 | +183 | $27.7K | +$3.3K | 15.9% |
| Versant Capital Management, Inc | 1,483 | +167 | $30.8K | +$2.9K | 12.7% |
| Smartleaf Asset Management LLC | 6,927 | +141 | $147.9K | +$1.5K | 2.1% |
| Bare Financial Services, Inc | 98 | +60 | $2.0K | +$1.2K | 157.9% |
| HARBOR CAPITAL ADVISORS, INC. | 51,311 | +51,185 | $1.1K | +$1.1K | 40623.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 82,418 | +9,948 | $1.7K | +$177 | 13.7% |
| ROTHSCHILD INVESTMENT LLC | 186 | +6 | $3.9K | +$53 | 3.3% |
| MassMutual Private Wealth & Trust, FSB | 145 | +5 | $3.0K | +$47 | 3.6% |
| Covestor Ltd | 53 | +5 | $1 | $0 | 10.4% |
| AMALGAMATED BANK | 3,141 | +67 | $65 | $0 | 2.2% |
Reduced(107)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 2,204,548 | -851,189 | $45.7M | -$18.9M | -27.9% |
| FRANKLIN RESOURCES INC | 883,965 | -647,802 | $18.3M | -$14.0M | -42.3% |
| Champlain Investment Partners, LLC | 932,331 | -606,090 | $19.3M | -$13.2M | -39.4% |
| Royal Bank of Canada | 1,018,057 | -779,119 | $21.1M | -$12.4M | -43.4% |
| FMR LLC | 4,339,941 | -448,830 | $90.0M | -$11.2M | -9.4% |
| PICTON MAHONEY ASSET MANAGEMENT | 398,948 | -10,977 | $8.3M | +$8.3M | -2.7% |
| VICTORY CAPITAL MANAGEMENT INC | 3,527,259 | -269,457 | $73.2M | -$7.1M | -7.1% |
| Ranger Investment Management, L.P. | 1,012,656 | -286,184 | $21.0M | -$6.5M | -22.0% |
| DAVENPORT & Co LLC | 1,596,675 | -255,605 | $33.1M | -$6.0M | -13.8% |
| BlackRock, Inc. | 7,379,048 | -86,736 | $153.0M | -$4.8M | -1.2% |
| PALISADE CAPITAL MANAGEMENT, LP | 1,407,997 | -166,985 | $29.2M | -$4.1M | -10.6% |
| Fenimore Asset Management Inc | 794,612 | -140,883 | $16.5M | -$3.3M | -15.1% |
| LOOMIS SAYLES & CO L P | 2,096,268 | -97,933 | $43.5M | -$2.9M | -4.5% |
| RAYMOND JAMES FINANCIAL INC | 2,240,039 | -149,254 | $47.7M | -$2.8M | -6.2% |
| Invesco Ltd. | 60,658 | -128,473 | $1.3M | -$2.7M | -67.9% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1,848,669 | -88,325 | $38.3M | -$2.6M | -4.5% |
| UBS Group AG | 370,839 | -115,629 | $7.7M | -$2.6M | -23.8% |
| RENAISSANCE TECHNOLOGIES LLC | 1,180,340 | -91,300 | $24.5M | -$2.4M | -7.2% |
| ENVESTNET ASSET MANAGEMENT INC | 96,330 | -105,604 | $2.0M | -$2.3M | -52.3% |
| MCMORGAN & CO LLC | 15,105 | -91,097 | $313.3K | -$1.9M | -85.8% |
| Russell Investments Group, Ltd. | 317,212 | -79,584 | $6.6M | -$1.8M | -20.1% |
| Verition Fund Management LLC | 38,142 | -82,949 | $791.1K | -$1.8M | -68.5% |
| GAM Holding AG | 331,800 | -73,000 | $6.9M | -$1.7M | -18.0% |
| Select Equity Group, L.P. | 1,600,177 | -43,234 | $33.2M | -$1.6M | -2.6% |
| PINNACLE ASSOCIATES LTD | 1,160,340 | -51,493 | $24.1M | -$1.6M | -4.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 141,225 | -70,522 | $2.9M | -$1.5M | -33.3% |
| ADVISORY RESEARCH INC | 58,171 | -67,447 | $1.2M | -$1.4M | -53.7% |
| Channing Capital Management, LLC | 3,211,675 | -7,559 | $66.6M | -$1.4M | -0.2% |
| Engineers Gate Manager LP | 17,738 | -64,616 | $367.9K | -$1.4M | -78.5% |
| Nitorum Capital, L.P. | 801,393 | -48,660 | $16.6M | -$1.3M | -5.7% |
| ROYCE & ASSOCIATES LP | 215,051 | -55,008 | $4.5M | -$1.2M | -20.4% |
| BANK OF AMERICA CORP /DE/ | 805,533 | -34,428 | $16.7M | -$1.1M | -4.1% |
| DIMENSIONAL FUND ADVISORS LP | 2,308,037 | -6,026 | $47.9M | -$1.0M | -0.3% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 1,347,742 | -23,665 | $28.0M | -$1.0M | -1.7% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 515 | -47,696 | $12.0K | -$1.0M | -98.9% |
| OAK RIDGE INVESTMENTS LLC | 94,323 | -38,920 | $2.0M | -$860.5K | -29.2% |
| Madison Asset Management, LLC | 156,572 | -30,546 | $3.2M | -$708.4K | -16.3% |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,268,036 | -6,516 | $26.3M | -$645.0K | -0.5% |
| Pathstone Holdings, LLC | 68,398 | -28,232 | $1.4M | -$624.2K | -29.2% |
| Capital International Investors | 1,528,664 | 0 | $31.7M | -$611.5K | 0.0% |
| Connor, Clark & Lunn Investment Management Ltd. | 12,673 | -27,296 | $262.8K | -$582.1K | -68.3% |
| RHUMBLINE ADVISERS | 116,794 | -17,949 | $2.4M | -$426.2K | -13.3% |
| EMERALD ADVISERS, LLC | 912,932 | -2,496 | $18.9M | -$417.9K | -0.3% |
| Pier Capital, LLC | 413,170 | -6,784 | $8.6M | -$308.7K | -1.6% |
| Creative Planning | 137,615 | -11,540 | $2.9M | -$299.0K | -7.7% |
| Legal & General Group Plc | 107,628 | -10,752 | $2.2M | -$270.3K | -9.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 35,573 | -11,552 | $737.8K | -$258.4K | -24.5% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 600,025 | 0 | $12.4M | -$240.0K | 0.0% |
| F/m Investments LLC | 230,121 | -6,515 | $4.8M | -$229.8K | -2.8% |
| RENAISSANCE GROUP LLC | 51,139 | -9,651 | $1.1M | -$224.5K | -15.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 93,239 | -8,349 | $1.9M | -$213.8K | -8.2% |
| Quantbot Technologies LP | 11,008 | -8,391 | $228.3K | -$181.8K | -43.3% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 410,677 | 0 | $8.5M | -$164.3K | 0.0% |
| CITIGROUP INC | 2,847 | -7,620 | $59.0K | -$162.2K | -72.8% |
| Savant Capital, LLC | 18,485 | -5,362 | $383.4K | -$120.8K | -22.5% |
| HighTower Advisors, LLC | 290,114 | -12 | $6.0M | -$116.3K | 0.0% |
| AMERIPRISE FINANCIAL INC | 72,566 | -4,088 | $1.5M | -$115.4K | -5.3% |
| Corient Private Wealth LLC | 29,306 | -4,417 | $607.8K | -$105.1K | -13.1% |
| Ethic Inc. | 19,682 | -3,977 | $408.2K | -$91.9K | -16.8% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 169,660 | -1,096 | $3.5M | -$91.0K | -0.6% |
| BLAIR WILLIAM & CO/IL | 151,252 | -1,025 | $3.1M | -$82.2K | -0.7% |
| Ellsworth Advisors, LLC | 25,064 | -2,904 | $505.8K | -$67.6K | -10.4% |
| Arizona State Retirement System | 28,523 | -1,860 | $591.6K | -$50.7K | -6.1% |
| MetLife Investment Management, LLC | 55,057 | -1,193 | $1.1M | -$47.2K | -2.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 45,349 | -1,289 | $940.5K | -$45.4K | -2.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 96,346 | -322 | $2.0M | -$45.3K | -0.3% |
| SEI INVESTMENTS CO | 60,974 | -930 | $1.3M | -$44.0K | -1.5% |
| Harbour Capital Advisors, LLC | 20,532 | -1,500 | $423.8K | -$42.9K | -6.8% |
| Tower Research Capital LLC (TRC) | 1,129 | -1,659 | $23.4K | -$35.5K | -59.5% |
| LPL Financial LLC | 41,092 | -793 | $852.2K | -$33.2K | -1.9% |
| Aster Capital Management (DIFC) Ltd | 43 | -1,347 | $892 | -$28.5K | -96.9% |
| West Tower Group, LLC | 61,400 | 0 | $1.3M | -$24.6K | 0.0% |
| CREDIT AGRICOLE S A | 59,248 | 0 | $1.2M | -$23.7K | 0.0% |
| CIBC Private Wealth Group LLC | 3,109 | -1,000 | $64.5K | -$22.4K | -24.3% |
| PNC Financial Services Group, Inc. | 1,743 | -841 | $36.2K | -$18.5K | -32.5% |
| FEDERATED HERMES, INC. | 45,076 | 0 | $934.9K | -$18.0K | 0.0% |
| Quarry LP | 133 | -848 | $2.8K | -$18.0K | -86.4% |
| JANUS HENDERSON GROUP PLC | 43,944 | 0 | $911.8K | -$16.5K | 0.0% |
| One Wealth Management Investment & Advisory Services, LLC | 35,945 | 0 | $745.5K | -$14.4K | 0.0% |
| SHEETS SMITH WEALTH MANAGEMENT | 34,846 | 0 | $722.7K | -$13.9K | 0.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 23,822 | 0 | $494.1K | -$9.5K | 0.0% |
| KLP KAPITALFORVALTNING AS | 23,100 | 0 | $479.1K | -$9.2K | 0.0% |
| North Star Investment Management Corp. | 17,000 | 0 | $352.6K | -$6.8K | 0.0% |
| Optiver Holding B.V. | 266 | -300 | $5.5K | -$6.4K | -53.0% |
| OSAIC HOLDINGS, INC. | 331 | -215 | $6.9K | -$5.0K | -39.4% |
| Americana Partners, LLC | 10,612 | 0 | $220.1K | -$4.2K | 0.0% |
| Global Retirement Partners, LLC | 1,446 | -123 | $30.0K | -$3.2K | -7.8% |
| Ameritas Investment Partners, Inc. | 7,927 | 0 | $164.4K | -$3.2K | 0.0% |
| Mascoma Wealth Management LLC | 4,107 | 0 | $85.2K | -$1.6K | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 1,694 | -23 | $35.1K | -$1.2K | -1.3% |
| SIGNATUREFD, LLC | 622 | -39 | $12.9K | -$1.1K | -5.9% |
| Parkside Financial Bank & Trust | 876 | -32 | $18.2K | -$1.0K | -3.5% |
| FIFTH THIRD BANCORP | 80 | -33 | $1.7K | -$730 | -29.2% |
| NISA INVESTMENT ADVISORS, LLC | 1,286 | 0 | $26.7K | -$514 | 0.0% |
| Financial Management Professionals, Inc. | 1,243 | 0 | $25.8K | -$497 | 0.0% |
| Premier Fund Managers Ltd | 33,497 | -11,797 | $715 | -$262 | -26.0% |
| SG Americas Securities, LLC | 42,555 | -7,336 | $883 | -$172 | -14.7% |
| Clearstead Trust, LLC | 300 | 0 | $6.2K | -$120 | 0.0% |
| Parallel Advisors, LLC | 51 | -3 | $1.1K | -$84 | -5.5% |
| WOLFF WIESE MAGANA LLC | 151 | 0 | $3.1K | -$61 | 0.0% |
| ASSETMARK, INC | 135 | 0 | $2.8K | -$49 | 0.0% |
| HUNTINGTON NATIONAL BANK | 120 | 0 | $2.5K | -$48 | 0.0% |
| Fortitude Family Office, LLC | 109 | 0 | $2.3K | -$43 | 0.0% |
| CANADA PENSION PLAN INVESTMENT BOARD | 100 | 0 | $2.1K | -$40 | 0.0% |
| CWM, LLC | 1,137 | -181 | $24 | -$4 | -13.7% |
| State of Alaska, Department of Revenue | 5,531 | 0 | $114 | -$2 | 0.0% |
| SBI Securities Co., Ltd. | 2 | 0 | $41 | -$1 | 0.0% |