| 15 Jul 2026 | BSW Wealth Partners | Institutional manager | 30 Jun 2026 | 110.14K | $31.87M* | 30 Jun 2026 |
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| 15 Jul 2026 | Commonwealth Financial Services, LLC | Institutional manager | 30 Jun 2026 | 25.80K | $7.46M* | 30 Jun 2026 |
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| 15 Jul 2026 | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | Institutional manager | 30 Jun 2026 | 383.00 | $110.82K* | 30 Jun 2026 |
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| 15 Jul 2026 | Saxony Capital Management, LLC | Institutional manager | 30 Jun 2026 | 14.66K | $4.24M* | 30 Jun 2026 |
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| 15 Jul 2026 | A. D. Beadell Investment Counsel, Inc. | Institutional manager | 30 Jun 2026 | 9.82K | $2.84M* | 30 Jun 2026 |
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| 15 Jul 2026 | Kohmann Bosshard Financial Services, LLC | Institutional manager | 30 Jun 2026 | 46.34K | $13.41M* | 30 Jun 2026 |
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| 15 Jul 2026 | Cornell Pochily Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 98.93K | $28.63M* | 30 Jun 2026 |
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| 15 Jul 2026 | WADDELL & ASSOCIATES, LLC | Institutional manager | 30 Jun 2026 | 71.39K | $20.66M* | 30 Jun 2026 |
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| 15 Jul 2026 | One Charles Private Wealth Services, LLC | Institutional manager | 30 Jun 2026 | 29.47K | $8.53M* | 30 Jun 2026 |
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| 15 Jul 2026 | Cannon Advisors, Inc. | Institutional manager | 30 Jun 2026 | 12.39K | $3.59M* | 30 Jun 2026 |
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| 15 Jul 2026 | Cordant, Inc. | Institutional manager | 30 Jun 2026 | 534.00 | $154.52K* | 30 Jun 2026 |
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| 15 Jul 2026 | SWMG, LLC | Institutional manager | 30 Jun 2026 | 3.86K | $1.12M* | 30 Jun 2026 |
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| 15 Jul 2026 | FIRETHORN WEALTH PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 29.77K | $8.61M* | 30 Jun 2026 |
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| 15 Jul 2026 | Lauer Wealth, LLC | Institutional manager | 30 Jun 2026 | 2.39K | $690.41K* | 30 Jun 2026 |
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| 15 Jul 2026 | Pinnacle Wealth Management Group, Inc. | Institutional manager | 30 Jun 2026 | 10.81K | $3.13M* | 30 Jun 2026 |
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| 15 Jul 2026 | Level Financial Advisors | Institutional manager | 30 Jun 2026 | 8.41K | $2.43M* | 30 Jun 2026 |
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| 15 Jul 2026 | XY Planning Network, Inc. | Institutional manager | 30 Jun 2026 | 18.61K | $5.39M* | 30 Jun 2026 |
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| 15 Jul 2026 | Five Oceans Advisors | Institutional manager | 30 Jun 2026 | 28.76K | $8.32M* | 30 Jun 2026 |
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| 15 Jul 2026 | Accurate Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 132.81K | $38.43M* | 30 Jun 2026 |
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| 15 Jul 2026 | ENZI WEALTH | Institutional manager | 30 Jun 2026 | 13.76K | $3.98M* | 30 Jun 2026 |
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| 15 Jul 2026 | Innova Wealth Partners | Institutional manager | 30 Jun 2026 | 8.96K | $2.59M* | 30 Jun 2026 |
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| 15 Jul 2026 | Range Financial Group LLC | Institutional manager | 30 Jun 2026 | 8.21K | $2.38M* | 30 Jun 2026 |
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| 15 Jul 2026 | FSM Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 77.96K | $22.56M* | 30 Jun 2026 |
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| 15 Jul 2026 | Dakota Community Bank & Trust NA | Institutional manager | 30 Jun 2026 | 2.86K | $827.57K* | 30 Jun 2026 |
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| 15 Jul 2026 | Retirement Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 6.70K | $1.94M* | 30 Jun 2026 |
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| 15 Jul 2026 | Auto-Owners Insurance Co | Institutional manager | 30 Jun 2026 | 14.82K | $4.29M* | 30 Jun 2026 |
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| 15 Jul 2026 | Canada Post Corp Registered Pension Plan | Institutional manager | 30 Jun 2026 | 480.15K | $138.94M* | 30 Jun 2026 |
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| 15 Jul 2026 | Unique Wealth Strategies, LLC | Institutional manager | 30 Jun 2026 | 8.18K | $2.37M* | 30 Jun 2026 |
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| 15 Jul 2026 | Independence Asset Advisors, LLC | Institutional manager | 30 Jun 2026 | 772.00 | $223.39K* | 30 Jun 2026 |
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| 15 Jul 2026 | Greater Midwest Financial Group, LLC | Institutional manager | 30 Jun 2026 | 12.73K | $3.68M* | 30 Jun 2026 |
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| 15 Jul 2026 | Blake Schutter Theil Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 12.25K | $3.54M* | 30 Jun 2026 |
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| 15 Jul 2026 | Quantum Financial Planning Services, Inc. | Institutional manager | 30 Jun 2026 | 9.06K | $2.62M* | 30 Jun 2026 |
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| 15 Jul 2026 | Wealth Advisors Northwest LLC | Institutional manager | 30 Jun 2026 | 7.86K | $2.27M* | 30 Jun 2026 |
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| 15 Jul 2026 | Davidson Kahn Capital Management, LLC | Institutional manager | 30 Jun 2026 | 10.87K | $3.14M* | 30 Jun 2026 |
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| 15 Jul 2026 | Aurdan Capital Management, LLC | Institutional manager | 30 Jun 2026 | 4.51K | $1.30M* | 30 Jun 2026 |
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| 15 Jul 2026 | Barnes Dennig Private Wealth Management LLC | Institutional manager | 30 Jun 2026 | 17.05K | $4.94M* | 30 Jun 2026 |
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| 15 Jul 2026 | BOYUM WEALTH ARCHITECTS LLC | Institutional manager | 30 Jun 2026 | 6.33K | $1.83M* | 30 Jun 2026 |
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| 15 Jul 2026 | RAINIER FAMILY WEALTH INC | Institutional manager | 30 Jun 2026 | 24.05K | $6.96M* | 30 Jun 2026 |
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| 15 Jul 2026 | BIRCH FINANCIAL GROUP, LLC | Institutional manager | 30 Jun 2026 | 25.58K | $7.40M* | 30 Jun 2026 |
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| 15 Jul 2026 | Welch Financial Planning, LLC | Institutional manager | 30 Jun 2026 | 19.50K | $5.64M* | 30 Jun 2026 |
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| 15 Jul 2026 | Cassilly Financial Group LLC | Institutional manager | 30 Jun 2026 | 1.46K | $423.62K* | 30 Jun 2026 |
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| 15 Jul 2026 | Churchill Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 94.25K | $27.27M* | 30 Jun 2026 |
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| 15 Jul 2026 | Geremia Financial Services, LLC | Institutional manager | 30 Jun 2026 | 22.51K | $6.51M* | 30 Jun 2026 |
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| 15 Jul 2026 | Belleair Asset Management, LLC | Institutional manager | 30 Jun 2026 | 4.49K | $1.30M* | 30 Jun 2026 |
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| 15 Jul 2026 | J.E. Simmons & Co., P.C. | Institutional manager | 30 Jun 2026 | 2.44K | $706.33K* | 30 Jun 2026 |
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| 15 Jul 2026 | Clear Retirement Advice LLC | Institutional manager | 30 Jun 2026 | 6.53K | $1.89M* | 30 Jun 2026 |
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| 15 Jul 2026 | Essential Investment Partners LLC | Institutional manager | 30 Jun 2026 | 20.09K | $5.81M* | 30 Jun 2026 |
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| 15 Jul 2026 | HARTFORD INVESTMENT MANAGEMENT CO | Institutional manager | 30 Jun 2026 | 812.00K | $234.96M* | 30 Jun 2026 |
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| 15 Jul 2026 | GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | Institutional manager | 30 Jun 2026 | 5.83K | $1.69M* | 30 Jun 2026 |
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| 15 Jul 2026 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 175.70K | $50.84M* | 30 Jun 2026 |
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| 15 Jul 2026 | Kepler Cheuvreux (Suisse) SA | Institutional manager | 30 Jun 2026 | 246.43K | $71.31M* | 30 Jun 2026 |
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| 15 Jul 2026 | Invesco Ltd. | Institutional manager | 31 Mar 2026 | (m) | (m) | (m) |
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| 15 Jul 2026 | MILLINGTON SECURITIES, LLC | Institutional manager | 31 Mar 2026 | 7.77K | $1.97M* | 31 Mar 2026 |
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| 15 Jul 2026 | Unique Wealth Strategies, LLC | Institutional manager | 31 Mar 2026 | 8.18K | $2.08M* | 31 Mar 2026 |
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| 15 Jul 2026 | Essential Investment Partners LLC | Institutional manager | 31 Mar 2026 | 21.31K | $5.41M* | 31 Mar 2026 |
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| 15 Jul 2026 | Invesco Ltd. | Institutional manager | 31 Dec 2025 | (m) | (m) | (m) |
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| 15 Jul 2026 | Essential Investment Partners LLC | Institutional manager | 31 Dec 2025 | 20.54K | $5.58M* | 31 Dec 2025 |
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| 15 Jul 2026 | GREENBERG FINANCIAL GROUP | Institutional manager | 30 Jun 2025 | 38.25K | $7.85M* | 30 Jun 2025 |
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| 15 Jul 2026 | CYPRESS FUNDS LLC | Institutional manager | 31 Mar 2025 | 148.30K | $32.94M* | 31 Mar 2025 |
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| 14 Jul 2026 | KELLY FINANCIAL GROUP LLC | Institutional manager | 30 Jun 2026 | 32.65K | $9.45M* | 30 Jun 2026 |
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| 14 Jul 2026 | CUTLER INVESTMENT COUNSEL LLC | Institutional manager | 30 Jun 2026 | 24.07K | $6.97M* | 30 Jun 2026 |
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| 14 Jul 2026 | YHB Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 330.56K | $95.65M* | 30 Jun 2026 |
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| 14 Jul 2026 | American Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 28.29K | $8.19M* | 30 Jun 2026 |
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| 14 Jul 2026 | SOUTHERN CAPITAL ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 18.87K | $5.46M* | 30 Jun 2026 |
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| 14 Jul 2026 | Upper Left Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 803.00 | $232.36K* | 30 Jun 2026 |
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| 14 Jul 2026 | Delta Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 5.13K | $1.48M* | 30 Jun 2026 |
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| 14 Jul 2026 | BCU Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.09K | $314.24K* | 30 Jun 2026 |
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| 14 Jul 2026 | Elser Financial Planning, Inc | Institutional manager | 30 Jun 2026 | 25.73K | $7.45M* | 30 Jun 2026 |
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| 14 Jul 2026 | Cache Advisors, LLC | Institutional manager | 30 Jun 2026 | 240.89K | $69.70M* | 30 Jun 2026 |
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| 14 Jul 2026 | BCO Wealth Management LLC | Institutional manager | 30 Jun 2026 | 998.00 | $288.78K* | 30 Jun 2026 |
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| 14 Jul 2026 | CDM FINANCIAL COUNSELING SERVICES, INC. | Institutional manager | 30 Jun 2026 | 5.70K | $1.65M* | 30 Jun 2026 |
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| 14 Jul 2026 | Mullaney, Keating & Wright, Inc. | Institutional manager | 30 Jun 2026 | 215.29K | $62.30M* | 30 Jun 2026 |
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| 14 Jul 2026 | MOGY JOEL R INVESTMENT COUNSEL INC | Institutional manager | 30 Jun 2026 | 590.64K | $170.91M* | 30 Jun 2026 |
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| 14 Jul 2026 | TEALWOOD ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 7.82K | $2.26M* | 30 Jun 2026 |
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| 14 Jul 2026 | B. Riley Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 227.73K | $65.90M* | 30 Jun 2026 |
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| 14 Jul 2026 | Sompo Asset Management Co., Ltd. | Institutional manager | 30 Jun 2026 | 96.56K | $27.94M* | 30 Jun 2026 |
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| 14 Jul 2026 | Triangle Securities Wealth Management | Institutional manager | 30 Jun 2026 | 29.96K | $8.67M* | 30 Jun 2026 |
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| 14 Jul 2026 | Addenda Capital Inc. | Institutional manager | 30 Jun 2026 | 220.30K | $63.75M* | 30 Jun 2026 |
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| 14 Jul 2026 | Trust Asset Management LLC | Institutional manager | 30 Jun 2026 | (m) | (m) | (m) |
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| 14 Jul 2026 | BigSur Wealth Management LLC | Institutional manager | 30 Jun 2026 | 26.52K | $7.67M* | 30 Jun 2026 |
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| 14 Jul 2026 | TTP Investments, Inc. | Institutional manager | 30 Jun 2026 | 104.12K | $30.13M* | 30 Jun 2026 |
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| 14 Jul 2026 | Successful Portfolios LLC | Institutional manager | 30 Jun 2026 | 19.78K | $5.72M* | 30 Jun 2026 |
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| 14 Jul 2026 | Stordahl Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 4.74K | $1.37M* | 30 Jun 2026 |
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| 14 Jul 2026 | Murphy, Middleton, Hinkle & Parker, Inc. | Institutional manager | 30 Jun 2026 | 20.75K | $6.00M* | 30 Jun 2026 |
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| 14 Jul 2026 | Congress Park Capital LLC | Institutional manager | 30 Jun 2026 | 36.54K | $10.57M* | 30 Jun 2026 |
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| 14 Jul 2026 | Advisory Resource Group | Institutional manager | 30 Jun 2026 | 24.80K | $7.17M* | 30 Jun 2026 |
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| 14 Jul 2026 | Blue Zone Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 104.48K | $30.23M* | 30 Jun 2026 |
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| 14 Jul 2026 | ShoreHaven Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 25.65K | $7.42M* | 30 Jun 2026 |
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| 14 Jul 2026 | BayBridge Capital Group, LLC | Institutional manager | 30 Jun 2026 | 4.85K | $1.40M* | 30 Jun 2026 |
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| 14 Jul 2026 | Cardinal Point Capital Management ULC | Institutional manager | 30 Jun 2026 | 241.07K | $69.76M* | 30 Jun 2026 |
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| 14 Jul 2026 | QRG CAPITAL MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 2.60M | $751.28M* | 30 Jun 2026 |
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| 14 Jul 2026 | Encompass More Asset Management | Institutional manager | 30 Jun 2026 | 24.06K | $6.96M* | 30 Jun 2026 |
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| 14 Jul 2026 | DLK Investment Management, LLC | Institutional manager | 30 Jun 2026 | 71.57K | $20.71M* | 30 Jun 2026 |
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| 14 Jul 2026 | Verisail Partners, LLC | Institutional manager | 30 Jun 2026 | 2.60K | $752.63K* | 30 Jun 2026 |
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| 14 Jul 2026 | New Covenant Trust Company, N.A. | Institutional manager | 30 Jun 2026 | 19.37K | $5.61M* | 30 Jun 2026 |
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| 14 Jul 2026 | Global X Japan Co., Ltd. | Institutional manager | 30 Jun 2026 | 337.48K | $97.65M* | 30 Jun 2026 |
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| 14 Jul 2026 | Allodium Investment Consultants, LLC | Institutional manager | 30 Jun 2026 | 936.00 | $270.84K* | 30 Jun 2026 |
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| 14 Jul 2026 | Smith Asset Management Co., LLC | Institutional manager | 30 Jun 2026 | 13.29K | $3.85M* | 30 Jun 2026 |
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| 14 Jul 2026 | Nautilus Advisors LLC | Institutional manager | 30 Jun 2026 | 26.63K | $7.70M* | 30 Jun 2026 |
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| 14 Jul 2026 | Cambridge Financial Group, LLC | Institutional manager | 30 Jun 2026 | 19.97K | $5.78M* | 30 Jun 2026 |
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