23.47732 % | Roseman Wagner Wealth Management | 323,987 | 95 | 12/31/2023 |
9.51428 % | Kaufman (Peter D) | 131,297 | 0 | 12/28/2023 |
6.03819 % | BlackRock Institutional Trust Company, N.A. | 83,327 | 9,875 | 12/31/2023 |
4.95000 % | The Vanguard Group, Inc. | 68,310 | 8,300 | 12/31/2023 |
2.99529 % | Hightower Advisors, LLC | 41,335 | -3 | 12/31/2023 |
1.84304 % | Geode Capital Management, L.L.C. | 25,434 | 1,787 | 12/31/2023 |
1.82043 % | State Street Global Advisors (US) | 25,122 | 2,355 | 12/31/2023 |
1.52500 % | Dimensional Fund Advisors, L.P. | 21,045 | 1,124 | 12/31/2023 |
0.83333 % | Aquamarine Zurich AG | 11,500 | 0 | 3/31/2024 |
0.79130 % | Northern Trust Investments, Inc. | 10,920 | 708 | 12/31/2023 |
0.55609 % | BofA Global Research (US) | 7,674 | 341 | 12/31/2023 |
0.40471 % | The CAPROCK Group, LLC | 5,585 | 0 | 12/31/2023 |
0.35188 % | Cerity Partners LLC | 4,856 | 0 | 12/31/2023 |
0.35188 % | Covington Capital Management | 4,856 | 0 | 9/30/2022 |
0.26862 % | BlackRock Financial Management, Inc. | 3,707 | 450 | 12/31/2023 |
0.26210 % | BlackRock Investment Management, LLC | 3,617 | -28 | 12/31/2023 |
0.25645 % | Charles Schwab Investment Management, Inc. | 3,539 | 0 | 12/31/2023 |
0.25377 % | Goldman Sachs Asset Management, L.P. | 3,502 | 509 | 12/31/2023 |
0.23601 % | BNY Mellon Asset Management | 3,257 | 164 | 12/31/2023 |
0.21551 % | Nuveen LLC | 2,974 | 0 | 12/31/2023 |
0.20674 % | Russell Investments Trust Company | 2,853 | -484 | 12/31/2023 |
0.20522 % | Polen Capital Management, LLC | 2,832 | 0 | 2/29/2024 |
0.19094 % | Shayne & Jacobs, LLC | 2,635 | 0 | 12/31/2023 |
0.18080 % | Morgan Stanley & Co. LLC | 2,495 | 1,883 | 12/31/2023 |
0.17696 % | Schweizerische Nationalbank | 2,442 | 2,442 | 12/31/2023 |
0.16899 % | Legato Capital Management LLC | 2,332 | 2,332 | 3/31/2024 |
0.15225 % | Barclays Bank PLC | 2,101 | 1,851 | 12/31/2023 |
0.14848 % | Rhumbline Advisers Ltd. Partnership | 2,049 | 106 | 12/31/2023 |
0.14725 % | Dimensional Fund Advisors, Ltd. | 2,032 | 79 | 1/31/2024 |
0.14514 % | Two Sigma Investments, LP | 2,003 | -597 | 12/31/2023 |
0.14399 % | Renaissance Technologies LLC | 1,987 | 887 | 12/31/2023 |
0.12428 % | UBS Financial Services, Inc. | 1,715 | 921 | 12/31/2023 |
0.11906 % | Mellon Investments Corporation | 1,643 | -296 | 12/31/2023 |
0.11594 % | Brown Advisory | 1,600 | 0 | 12/31/2023 |
0.11478 % | Citadel Advisors LLC | 1,584 | 143 | 12/31/2023 |
0.11413 % | Squarepoint Capital LLP | 1,575 | -617 | 12/31/2023 |
0.09935 % | Avantis Investors | 1,371 | 575 | 3/31/2024 |
0.09558 % | California State Teachers Retirement System | 1,319 | 1,022 | 12/31/2023 |
0.08703 % | Morgan Stanley Smith Barney LLC | 1,201 | 0 | 12/31/2023 |
0.08522 % | Northern Trust Global Investments | 1,176 | -71 | 12/31/2023 |
0.08268 % | Credit Suisse Funds AG | 1,141 | 808 | 12/31/2023 |
0.08094 % | Mirae Asset Global Investments (USA) LLC | 1,117 | 0 | 3/31/2024 |
0.07529 % | Everett Harris & Co. | 1,039 | 0 | 3/31/2024 |
0.06449 % | JPMorgan Private Bank (United States) | 890 | 890 | 12/31/2023 |
0.06442 % | Mraz, Amerine & Associates, Inc. | 889 | 0 | 12/31/2023 |
0.06268 % | American Century Investment Management, Inc. | 865 | 796 | 12/31/2023 |
0.06217 % | J.P. Morgan Securities LLC | 858 | 858 | 12/31/2023 |
0.06029 % | T. Rowe Price International Ltd | 832 | -66 | 12/31/2023 |
0.05833 % | Columbia Threadneedle Investments (US) | 805 | 0 | 12/31/2023 |
0.05638 % | Legal & General Investment Management Ltd. | 778 | 657 | 12/31/2023 |
0.05551 % | State Street Global Advisors Ireland Limited | 766 | -3 | 4/30/2023 |
0.05457 % | Parametric Portfolio Associates LLC | 753 | 0 | 12/31/2023 |
0.05370 % | Goldman Sachs & Company, Inc. | 741 | 741 | 12/31/2023 |
0.05246 % | DWS Investments UK Limited | 724 | -32 | 12/31/2023 |
0.05159 % | New York State Common Retirement Fund | 712 | 4 | 12/31/2023 |
0.05072 % | AllianceBernstein L.P. | 700 | -15 | 12/31/2023 |
0.05043 % | SG Americas Securities, L.L.C. | 696 | 175 | 12/31/2023 |
0.04841 % | SunAmerica Asset Management, LLC | 668 | -3 | 12/31/2023 |
0.04826 % | Equitable Trust Company | 666 | 666 | 12/31/2023 |
0.04725 % | Mutual Advisors, LLC | 652 | 652 | 12/31/2023 |
0.04623 % | MetLife Investment Management, LLC | 638 | -76 | 12/31/2023 |
0.04587 % | Voya Investment Management LLC | 633 | 253 | 12/31/2023 |
0.04420 % | Pacific Global Investment Management Co. | 610 | 610 | 12/31/2023 |
0.04000 % | RBC Capital Markets Wealth Management | 552 | 0 | 12/31/2023 |
0.03877 % | Invesco Capital Management LLC | 535 | 535 | 12/31/2023 |
0.03652 % | BNP Paribas Securities Corp. North America | 504 | -158 | 12/31/2023 |
0.03587 % | Manulife Investment Management (North America) Limited | 495 | 0 | 1/31/2024 |
0.03587 % | T. Rowe Price Investment Management, Inc. | 495 | 0 | 2/29/2024 |
0.03449 % | Invesco Advisers, Inc. | 476 | 476 | 12/31/2023 |
0.02993 % | Vaughan Nelson Investment Management, L.P. | 413 | 0 | 12/31/2023 |
0.02884 % | Wells Fargo Bank, N.A. | 398 | 81 | 12/31/2023 |
0.02080 % | RBC Wealth Management, International | 287 | 72 | 12/31/2023 |
0.01957 % | Lazard Asset Management, L.L.C. | 270 | 79 | 12/31/2023 |
0.01884 % | Tower Research Capital LLC | 260 | 197 | 12/31/2023 |
0.01841 % | Goldman Sachs Asset Management International | 254 | 0 | 12/31/2023 |
0.01812 % | ProShare Advisors LLC | 250 | 53 | 3/31/2024 |
0.01797 % | BlackRock Investment Management (UK) Ltd. | 248 | 0 | 12/31/2023 |
0.01638 % | RBC Capital Partners | 226 | 190 | 12/31/2023 |
0.01630 % | Vanguard Investments Australia Ltd. | 225 | 0 | 2/29/2024 |
0.01558 % | Citi Investment Research (US) | 215 | 212 | 12/31/2023 |
0.01449 % | KLP Fondsforvaltning AS | 200 | 0 | 2/29/2024 |
0.01261 % | DFA Australia Ltd. | 174 | 1 | 12/31/2023 |
0.01188 % | Advisory Services Network, LLC | 164 | 164 | 12/31/2023 |
0.01145 % | Horizon Kinetics LLC | 158 | 0 | 2/29/2024 |
0.01123 % | Principal Global Investors (Equity) | 155 | 20 | 3/31/2024 |
0.01007 % | Fidelity Management & Research Company LLC | 139 | -1 | 12/31/2023 |
0.00986 % | Mackenzie Financial Corporation | 136 | -68 | 12/31/2023 |
0.00971 % | Ameritas Investment Partners, Inc. | 134 | 0 | 12/31/2023 |
0.00928 % | Amalgamated Bank Institutional Asset Management & Custody | 128 | -12 | 12/31/2023 |
0.00804 % | Aperio Group, LLC | 111 | 93 | 12/31/2023 |
0.00725 % | Nykredit Bank AS | 100 | 100 | 2/29/2024 |
0.00725 % | Conlin (Mary) | 100 | 0 | 12/28/2023 |
0.00594 % | T. Rowe Price Associates, Inc. | 82 | 8 | 12/31/2023 |
0.00536 % | Metropolitan Life Insurance Co. (US) | 74 | 0 | 12/31/2023 |
0.00507 % | Wells Fargo Advisors | 70 | 0 | 12/31/2023 |
0.00471 % | Aristotle Pacific Capital, LLC | 65 | -10 | 2/29/2024 |
0.00428 % | Franklin Mutual Advisers, LLC | 59 | 0 | 2/29/2024 |
0.00275 % | Northern Trust Global Investments Limited | 38 | 38 | 12/31/2023 |
0.00246 % | Assenagon Asset Management S.A. | 34 | 2 | 2/29/2024 |
0.00217 % | ProFund Advisors LLC | 30 | 3 | 1/31/2024 |