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Funds Holding United Rentals

On this page, we present all of the funds holding United Rentals from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding United Rentals, with a link to that fund's top holdings. The next columns indicate the amount of United Rentals stock held by each of the funds holding United Rentals, followed by the United Rentals position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1101 funds holding United Rentals within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding United Rentals), click the fund name in the "Holder" column of the funds-holding-United Rentals table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.7,570,603$4,341,135 12/31/2023
     URI7,570,603$4,341,135 12/31/2023
Capital Research Global Investors6,399,808$3,669,806 12/31/2023
     URI6,399,808$3,669,806 12/31/2023
BlackRock Inc.5,193,291$2,977,937 12/31/2023
     URI5,193,291$2,977,937 12/31/2023
State Street Corp3,180,100$1,823,533 12/31/2023
     URI3,180,100$1,823,533 12/31/2023
FMR LLC2,252,121$1,291,411 12/31/2023
     URI2,252,121$1,291,411 12/31/2023
Bank of America Corp DE $1,090,481 12/31/2023
     URI1,927,014$1,104,988 12/31/2023
     Put37,800$21,675 12/31/2023
     Call12,500$7,168 12/31/2023
Norges Bank1,704,584$977,443 12/31/2023
     URI1,704,584$977,443 12/31/2023
Capital World Investors1,586,463$909,710 12/31/2023
     URI1,586,463$909,710 12/31/2023
Morgan Stanley1,500,811$860,596 12/31/2023
     URI1,500,811$860,596 12/31/2023
Geode Capital Management LLC1,496,247$855,702 12/31/2023
     URI1,496,247$855,702 12/31/2023
Putnam Investments LLC1,379,417$790,985 12/31/2023
     URI1,379,417$790,985 12/31/2023
Dimensional Fund Advisors LP1,246,092$714,578 12/31/2023
     URI1,246,092$714,578 12/31/2023
T. Rowe Price Investment Management Inc.1,084,210$621,708 12/31/2023
     URI1,084,210$621,708 12/31/2023
Invesco Ltd.1,034,139$592,996 12/31/2023
     URI1,034,139$592,996 12/31/2023
Boston Partners894,590$512,766 12/31/2023
     URI894,590$512,766 12/31/2023
Nuveen Asset Management LLC842,838$483,300 12/31/2023
     URI842,838$483,300 12/31/2023
Impax Asset Management Group plc820,424$469,935 12/31/2023
     URI820,424$469,935 12/31/2023
Lyrical Asset Management LP748,458$429,181 12/31/2023
     URI748,458$429,181 12/31/2023
Nordea Investment Management AB703,838$403,651 12/31/2023
     URI703,838$403,651 12/31/2023
The Manufacturers Life Insurance Company 650,387$372,945 12/31/2023
     URI650,387$372,945 12/31/2023
Northern Trust Corp646,876$370,932 12/31/2023
     URI646,876$370,932 12/31/2023
Legal & General Group Plc543,491$311,649 12/31/2023
     URI543,491$311,649 12/31/2023
Thrivent Financial for Lutherans526,796$302,075 12/31/2023
     URI526,796$302,075 12/31/2023
Goldman Sachs Group Inc. $296,844 12/31/2023
     URI587,772$337,041 12/31/2023
     Put70,100$40,197 12/31/2023
JPMorgan Chase & Co. $286,026 12/31/2023
     URI498,807$286,026 12/31/2023
     Put10,700$6,136 12/31/2023
     Call10,700$6,136 12/31/2023
UBS Asset Management Americas Inc.485,978$278,670 12/31/2023
     URI485,978$278,670 12/31/2023
Bank of New York Mellon Corp467,628$268,147 12/31/2023
     URI467,628$268,147 12/31/2023
AustralianSuper Pty Ltd443,703$254,428 12/31/2023
     URI443,703$254,428 12/31/2023
Brown Advisory Inc.334,759$241,398 03/31/2024
     URI334,759$241,398 03/31/2024
Charles Schwab Investment Management Inc.418,051$239,719 12/31/2023
     URI418,051$239,719 12/31/2023
UBS Group AG $229,687 12/31/2023
     URI382,157$219,136 12/31/2023
     Call37,500$21,503 12/31/2023
     Put19,100$10,952 12/31/2023
Mirae Asset Global Investments Co. Ltd.383,863$220,115 12/31/2023
     URI383,863$220,115 12/31/2023
Hsbc Holdings PLC $208,580 12/31/2023
     URI365,220$209,441 12/31/2023
     Put3,700$2,124 12/31/2023
     Call2,200$1,263 12/31/2023
Findlay Park Partners LLP330,136$189,307 12/31/2023
     URI330,136$189,307 12/31/2023
AMF Pensionsforsakring AB257,246$185,539 03/31/2024
     URI257,246$185,539 03/31/2024
Arrowstreet Capital Limited Partnership319,877$183,424 12/31/2023
     URI319,877$183,424 12/31/2023
Amundi317,269$173,870 12/31/2023
     URI317,269$173,870 12/31/2023
Royal Bank of Canada290,159$166,382 12/31/2023
     URI290,159$166,382 12/31/2023
Barclays PLC $157,196 12/31/2023
     URI257,241$147,504 12/31/2023
     Call48,400$27,754 12/31/2023
     Put31,500$18,062 12/31/2023
Bessemer Group Inc.258,250$148,088 12/31/2023
     URI258,250$148,088 12/31/2023
AKO Capital LLP253,099$145,132 12/31/2023
     URI253,099$145,132 12/31/2023
Neuberger Berman Group LLC249,896$143,354 12/31/2023
     URI249,896$143,354 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.197,013$142,068 03/31/2024
     URI197,013$142,068 03/31/2024
Macquarie Group Ltd.245,938$141,026 12/31/2023
     URI245,938$141,026 12/31/2023
Eagle Asset Management Inc.237,445$136,156 12/31/2023
     URI237,445$136,156 12/31/2023
Wells Fargo & Company MN236,210$135,447 12/31/2023
     URI236,210$135,447 12/31/2023
Lord Abbett & CO. LLC214,396$122,939 12/31/2023
     URI214,396$122,939 12/31/2023
Deutsche Bank AG214,344$122,909 12/31/2023
     URI214,344$122,909 12/31/2023
Swiss National Bank213,500$122,425 12/31/2023
     URI213,500$122,425 12/31/2023
Waverton Investment Management Ltd212,493$121,884 12/31/2023
     URI212,493$121,884 12/31/2023
Argent Capital Management LLC208,582$119,605 12/31/2023
     URI208,582$119,605 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 189,486$108,655 12/31/2023
     URI189,486$108,655 12/31/2023
Price T Rowe Associates Inc. MD173,272$99,359 12/31/2023
     URI173,272$99,359 12/31/2023
APG Asset Management N.V.170,479$97,756 12/31/2023
     URI170,479$97,756 12/31/2023
Teachers Retirement System of The State of Kentucky157,658$90,404 12/31/2023
     URI157,658$90,404 12/31/2023
Credit Suisse AG154,397$88,534 12/31/2023
     URI154,397$88,534 12/31/2023
Todd Asset Management LLC153,718$88,145 12/31/2023
     URI153,718$88,145 12/31/2023
Holocene Advisors LP151,248$86,729 12/31/2023
     URI151,248$86,729 12/31/2023
Bank of Montreal Can147,950$85,880 12/31/2023
     URI147,950$85,880 12/31/2023
Quilter Plc143,470$83,256 12/31/2023
     URI143,470$83,256 12/31/2023
Allianz Asset Management GmbH $82,042 12/31/2023
     URI142,875$81,927 12/31/2023
     Call200$115 12/31/2023
Raymond James & Associates112,232$80,932 03/31/2024
     URI112,232$80,932 03/31/2024
Rhumbline Advisers138,624$79,490 12/31/2023
     URI138,624$79,490 12/31/2023
Alliancebernstein L.P.136,379$78,202 12/31/2023
     URI136,379$78,202 12/31/2023
Atalanta Sosnoff Capital LLC129,560$74,292 12/31/2023
     URI129,560$74,292 12/31/2023
California Public Employees Retirement System127,413$73,061 12/31/2023
     URI127,413$73,061 12/31/2023
BNP PARIBAS ASSET MANAGEMENT Holding S.A.123,959$71,081 12/31/2023
     URI123,959$71,081 12/31/2023
Theleme Partners LLP116,700$66,918 12/31/2023
     URI116,700$66,918 12/31/2023
California State Teachers Retirement System110,947$63,619 12/31/2023
     URI110,947$63,619 12/31/2023
National Pension Service109,675$62,890 12/31/2023
     URI109,675$62,890 12/31/2023
Mariner LLC107,873$61,856 12/31/2023
     URI107,873$61,856 12/31/2023
Citigroup Inc. $61,046 12/31/2023
     URI92,959$53,305 12/31/2023
     Call18,500$10,608 12/31/2023
     Put5,000$2,867 12/31/2023
TD Asset Management Inc.103,950$59,607 12/31/2023
     URI103,950$59,607 12/31/2023
Ameriprise Financial Inc.101,170$58,008 12/31/2023
     URI101,170$58,008 12/31/2023
Stockbridge Partners LLC100,580$57,675 12/31/2023
     URI100,580$57,675 12/31/2023
LPL Financial LLC99,773$57,212 12/31/2023
     URI99,773$57,212 12/31/2023
Victory Capital Management Inc.99,372$56,982 12/31/2023
     URI99,372$56,982 12/31/2023
Stifel Financial Corp97,867$56,126 12/31/2023
     URI97,867$56,126 12/31/2023
Tredje AP fonden94,559$54,222 12/31/2023
     URI94,559$54,222 12/31/2023
Mackenzie Financial Corp88,259$50,609 12/31/2023
     URI88,259$50,609 12/31/2023
Marshall Wace LLP88,053$50,491 12/31/2023
     URI88,053$50,491 12/31/2023
Franklin Resources Inc.83,344$47,791 12/31/2023
     URI83,344$47,791 12/31/2023
First Trust Advisors LP79,966$45,854 12/31/2023
     URI79,966$45,854 12/31/2023
Principal Financial Group Inc.79,117$45,367 12/31/2023
     URI79,117$45,367 12/31/2023
Envestnet Asset Management Inc.78,581$45,060 12/31/2023
     URI78,581$45,060 12/31/2023
New York State Teachers Retirement System77,795$44,609 12/31/2023
     URI77,795$44,609 12/31/2023
Edgemoor Investment Advisors Inc.77,764$44,592 12/31/2023
     URI77,764$44,592 12/31/2023
KAMES CAPITAL plc60,449$43,543 03/31/2024
     URI60,449$43,543 03/31/2024
Capital Fund Management S.A. $43,465 12/31/2023
     Call177,600$101,839 12/31/2023
     Put101,800$58,374 12/31/2023
Prudential Financial Inc.77,359$43,157 12/31/2023
     URI77,359$43,157 12/31/2023
Raymond James Financial Services Advisors Inc.58,654$42,296 03/31/2024
     URI58,654$42,296 03/31/2024
Aviva PLC73,525$42,161 12/31/2023
     URI73,525$42,161 12/31/2023
Intech Investment Management LLC72,938$41,824 12/31/2023
     URI72,938$41,824 12/31/2023
State Board of Administration of Florida Retirement System72,783$41,735 12/31/2023
     URI72,783$41,735 12/31/2023
Atwood & Palmer Inc.56,910$41,038 03/31/2024
     URI56,910$41,038 03/31/2024
HighTower Advisors LLC $40,930 12/31/2023
     URI71,265$40,932 12/31/2023
     Put1,200$2 12/31/2023
Cerity Partners LLC69,235$39,700 12/31/2023
     URI69,235$39,700 12/31/2023
Natixis Advisors L.P.69,001$39,566 12/31/2023
     URI69,001$39,566 12/31/2023
Mitsubishi UFJ Trust & Banking Corp68,045$39,030 12/31/2023
     URI68,045$39,030 12/31/2023
The PNC Financial Services Group Inc.68,018$39,003 12/31/2023
     URI68,018$39,003 12/31/2023
Great West Life Assurance Co. Can67,672$38,644 12/31/2023
     URI67,672$38,644 12/31/2023
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp66,861$38,339 12/31/2023
     URI66,861$38,339 12/31/2023
NZS Capital LLC66,277$38,005 12/31/2023
     URI66,277$38,005 12/31/2023
CIBC Private Wealth Group LLC65,894$37,785 12/31/2023
     URI65,894$37,785 12/31/2023
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.67,483$36,924 12/31/2023
     URI67,483$36,924 12/31/2023
Russell Investments Group Ltd.63,913$36,688 12/31/2023
     URI63,913$36,688 12/31/2023
New York State Common Retirement Fund63,473$36,397 12/31/2023
     URI63,473$36,397 12/31/2023
BNP Paribas Arbitrage SA $36,111 12/31/2023
     URI77,670$44,540 12/31/2023
     Put245$14,049 12/31/2023
     Call98$5,620 12/31/2023
Schroder Investment Management Group61,414$35,216 12/31/2023
     URI61,414$35,216 12/31/2023
AQR Capital Management LLC60,441$34,658 12/31/2023
     URI60,441$34,658 12/31/2023
Scout Investments Inc.60,151$34,492 12/31/2023
     URI60,151$34,492 12/31/2023
Strs Ohio59,916$34,357 12/31/2023
     URI59,916$34,357 12/31/2023
Korea Investment CORP58,202$33,374 12/31/2023
     URI58,202$33,374 12/31/2023
Jane Street Group LLC $32,926 12/31/2023
     Call159,100$91,231 12/31/2023
     Put140,200$80,393 12/31/2023
     URI38,519$22,088 12/31/2023
Nomura Asset Management Co. Ltd.55,646$31,909 12/31/2023
     URI55,646$31,909 12/31/2023
Montgomery Investment Management Inc.53,795$30,847 12/31/2023
     URI53,795$30,847 12/31/2023
Twin Tree Management LP $29,703 12/31/2023
     Call52,000$29,818 12/31/2023
     Put200$115 12/31/2023
Rockefeller Capital Management L.P.51,017$29,255 12/31/2023
     URI51,017$29,255 12/31/2023
Whittier Trust Co.50,627$29,030 12/31/2023
     URI50,627$29,030 12/31/2023
Groupama Asset Managment50,309$28,857 12/31/2023
     URI50,309$28,857 12/31/2023
Colony Group LLC49,251$28,242 12/31/2023
     URI49,251$28,242 12/31/2023
AXA S.A.45,448$26,061 12/31/2023
     URI45,448$26,061 12/31/2023
Foundry Partners LLC45,262$25,954 12/31/2023
     URI45,262$25,954 12/31/2023
Baldwin Brothers Inc. MA35,959$25,930 03/31/2024
     URI35,959$25,930 03/31/2024
Lombard Odier Asset Management Europe Ltd45,145$25,887 12/31/2023
     URI45,145$25,887 12/31/2023
American Century Companies Inc.45,091$25,856 12/31/2023
     URI45,091$25,856 12/31/2023
F&V Capital Management LLC35,852$25,853 03/31/2024
     URI35,852$25,853 03/31/2024
LSV Asset Management44,915$25,755 12/31/2023
     URI44,915$25,755 12/31/2023
Gabelli Funds LLC44,800$25,689 12/31/2023
     URI44,800$25,689 12/31/2023
Wesleyan Assurance Society35,218$25,362 03/31/2024
     URI35,218$25,362 03/31/2024
Commonwealth Equity Services LLC44,162$25,323 12/31/2023
     URI44,162$25,323 12/31/2023
Ensign Peak Advisors Inc43,837$25,137 12/31/2023
     URI43,837$25,137 12/31/2023
State of Wisconsin Investment Board42,933$24,619 12/31/2023
     URI42,933$24,619 12/31/2023
Truist Financial Corp42,602$24,429 12/31/2023
     URI42,602$24,429 12/31/2023
Fisher Asset Management LLC42,455$24,345 12/31/2023
     URI42,455$24,345 12/31/2023
iA Global Asset Management Inc.42,141$24,164 12/31/2023
     URI42,141$24,164 12/31/2023
Candriam Luxembourg S.C.A.41,311$23,690 12/31/2023
     URI41,311$23,690 12/31/2023
Applied Finance Capital Management LLC41,100$23,568 12/31/2023
     URI41,100$23,568 12/31/2023
Polar Capital Holdings Plc40,761$23,373 12/31/2023
     URI40,761$23,373 12/31/2023
DNB Asset Management AS32,218$23,233 03/31/2024
     URI32,218$23,233 03/31/2024
Mcrae Capital Management Inc.32,154$23,186 03/31/2024
     URI32,154$23,186 03/31/2024
Royal London Asset Management Ltd.40,317$23,119 12/31/2023
     URI40,317$23,119 12/31/2023
Scopus Asset Management L.P. $22,937 12/31/2023
     Call40,000$22,937 12/31/2023
State of New Jersey Common Pension Fund D39,236$22,499 12/31/2023
     URI39,236$22,499 12/31/2023
Logan Capital Management Inc.38,755$22,223 12/31/2023
     URI38,755$22,223 12/31/2023
Millennium Management LLC $22,077 12/31/2023
     Call90,600$51,952 12/31/2023
     Put56,800$32,570 12/31/2023
     URI4,700$2,695 12/31/2023
Crestwood Advisors Group LLC38,242$21,929 12/31/2023
     URI38,242$21,929 12/31/2023
Chevy Chase Trust Holdings Inc.37,862$21,711 12/31/2023
     URI37,862$21,711 12/31/2023
Wolverine Trading LLC $21,665 12/31/2023
     Call157,400$90,256 12/31/2023
     Put130,900$75,061 12/31/2023
     URI11,283$6,470 12/31/2023
Public Employees Retirement System of Ohio37,666$21,598 12/31/2023
     URI37,666$21,598 12/31/2023
Pictet Asset Management Holding SA37,006$21,220 12/31/2023
     URI37,006$21,220 12/31/2023
Assenagon Asset Management S.A.28,869$20,818 03/31/2024
     URI28,869$20,818 03/31/2024
Asset Management One Co. Ltd.35,325$20,442 12/31/2023
     URI35,325$20,442 12/31/2023
Advisors Capital Management LLC35,582$20,404 12/31/2023
     URI35,582$20,404 12/31/2023
Bedrijfstakpensioenfonds Voor DE Media PNO30,500$20,365 03/31/2024
     URI30,500$20,365 03/31/2024
State of Tennessee Treasury Department34,927$20,028 12/31/2023
     URI34,927$20,028 12/31/2023
Brandywine Global Investment Management LLC34,153$19,584 12/31/2023
     URI34,153$19,584 12/31/2023
Treasurer of the State of North Carolina33,997$19,495 12/31/2023
     URI33,997$19,495 12/31/2023
DekaBank Deutsche Girozentrale27,044$19,368 03/31/2024
     URI27,044$19,368 03/31/2024
Advisor Group Holdings Inc.33,445$19,180 12/31/2023
     URI33,445$19,180 12/31/2023
Cambridge Investment Research Advisors Inc.26,434$19,062 03/31/2024
     URI26,434$19,062 03/31/2024
Captrust Financial Advisors33,206$19,041 12/31/2023
     URI33,206$19,041 12/31/2023
Access Investment Management LLC33,050$18,952 12/31/2023
     URI33,050$18,952 12/31/2023
Lee Danner & Bass Inc.32,891$18,860 12/31/2023
     URI32,891$18,860 12/31/2023
Mn Services Vermogensbeheer B.V.32,649$18,722 12/31/2023
     URI32,649$18,722 12/31/2023
Standard Life Aberdeen plc32,578$18,681 12/31/2023
     URI32,578$18,681 12/31/2023
KBC Group NV31,327$17,963 12/31/2023
     URI31,327$17,963 12/31/2023
North Point Portfolio Managers Corp OH24,894$17,952 03/31/2024
     URI24,894$17,952 03/31/2024
Mercer Global Advisors Inc. ADV31,306$17,952 12/31/2023
     URI31,306$17,952 12/31/2023
Cary Street Partners Investment Advisory LLC31,133$17,852 12/31/2023
     URI31,133$17,852 12/31/2023
Court Place Advisors LLC31,127$17,849 12/31/2023
     URI31,127$17,849 12/31/2023
Picton Mahoney Asset Management30,177$17,304 12/31/2023
     URI30,177$17,304 12/31/2023
Vident Advisory LLC28,389$16,279 12/31/2023
     URI28,389$16,279 12/31/2023
Voya Investment Management LLC28,355$16,259 12/31/2023
     URI28,355$16,259 12/31/2023
Two Sigma Advisers LP28,300$16,228 12/31/2023
     URI28,300$16,228 12/31/2023
Gamco Investors INC. ET AL28,145$16,139 12/31/2023
     URI28,145$16,139 12/31/2023
QRG Capital Management Inc.28,092$16,109 12/31/2023
     URI28,092$16,109 12/31/2023
Gradient Investments LLC22,072$15,916 03/31/2024
     URI22,072$15,916 03/31/2024
Nisa Investment Advisors LLC26,572$15,237 12/31/2023
     URI26,572$15,237 12/31/2023
State of Michigan Retirement System21,054$15,182 03/31/2024
     URI21,054$15,182 03/31/2024
National Bank of Canada FI26,615$15,087 12/31/2023
     URI26,615$15,087 12/31/2023
Venturi Wealth Management LLC20,888$15,062 03/31/2024
     URI20,888$15,062 03/31/2024
Buffington Mohr McNeal20,543$14,814 03/31/2024
     URI20,543$14,814 03/31/2024
Legacy Trust19,836$14,304 03/31/2024
     URI19,836$14,304 03/31/2024
Wedge Capital Management L L P NC19,501$14,062 03/31/2024
     URI19,501$14,062 03/31/2024
PEAK6 Investments LLC $13,820 12/31/2023
     Call61,000$34,979 12/31/2023
     Put36,900$21,159 12/31/2023
Baird Financial Group Inc.23,511$13,482 12/31/2023
     URI23,511$13,482 12/31/2023
Janney Montgomery Scott LLC23,464$13,455 12/31/2023
     URI23,464$13,455 12/31/2023
US Bancorp DE23,152$13,276 12/31/2023
     URI23,152$13,276 12/31/2023
Federated Hermes Inc.22,548$12,929 12/31/2023
     URI22,548$12,929 12/31/2023
Cozad Asset Management Inc.22,470$12,885 12/31/2023
     URI22,470$12,885 12/31/2023
Harvey Capital Management Inc.22,235$12,750 12/31/2023
     URI22,235$12,750 12/31/2023
Renaissance Investment Group LLC22,194$12,727 12/31/2023
     URI22,194$12,727 12/31/2023
Redwood Grove Capital LLC22,059$12,649 12/31/2023
     URI22,059$12,649 12/31/2023
Douglas Lane & Associates LLC17,160$12,374 03/31/2024
     URI17,160$12,374 03/31/2024
Canada Pension Plan Investment Board21,520$12,340 12/31/2023
     URI21,520$12,340 12/31/2023
J. L. Bainbridge & Co. Inc.21,460$12,306 12/31/2023
     URI21,460$12,306 12/31/2023
Toronto Dominion Bank21,379$12,259 12/31/2023
     URI21,379$12,259 12/31/2023
Columbus Hill Capital Management L.P.20,954$12,015 12/31/2023
     URI20,954$12,015 12/31/2023
Glassy Mountain Advisors Inc.20,860$11,962 12/31/2023
     URI20,860$11,962 12/31/2023
Comerica Bank20,838$11,949 12/31/2023
     URI20,838$11,949 12/31/2023
YHB Investment Advisors Inc.20,503$11,757 12/31/2023
     URI20,503$11,757 12/31/2023
Livforsakringsbolaget Skandia Omsesidigt16,161$11,638 03/31/2024
     URI16,161$11,638 03/31/2024
Allspring Global Investments Holdings LLC16,007$11,543 03/31/2024
     URI16,007$11,543 03/31/2024
Woodson Capital Management LP20,000$11,468 12/31/2023
     URI20,000$11,468 12/31/2023
Central Bank & Trust Co.15,717$11,333 03/31/2024
     URI15,717$11,333 03/31/2024
Man Group plc19,612$11,246 12/31/2023
     URI19,612$11,246 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main19,600$11,239 12/31/2023
     URI19,600$11,239 12/31/2023
Integrated Advisors Network LLC19,533$11,201 12/31/2023
     URI19,533$11,201 12/31/2023
Muhlenkamp & Co. Inc.15,329$11,054 03/31/2024
     URI15,329$11,054 03/31/2024
Whittier Trust Co. of Nevada Inc.19,258$11,043 12/31/2023
     URI19,258$11,043 12/31/2023
Hudson Valley Investment Advisors Inc. ADV15,245$10,993 03/31/2024
     URI15,245$10,993 03/31/2024
Patton Albertson Miller Group LLC15,228$10,981 03/31/2024
     URI15,228$10,981 03/31/2024
Kennedy Capital Management Inc.18,896$10,835 12/31/2023
     URI18,896$10,835 12/31/2023
IFM Investors Pty Ltd14,929$10,765 03/31/2024
     URI14,929$10,765 03/31/2024
Arizona State Retirement System18,767$10,761 12/31/2023
     URI18,767$10,761 12/31/2023
American International Group Inc.18,704$10,725 12/31/2023
     URI18,704$10,725 12/31/2023
Amalgamated Bank14,212$10,248 03/31/2024
     URI14,212$10,248 03/31/2024
PCJ Investment Counsel Ltd.17,670$10,132 12/31/2023
     URI17,670$10,132 12/31/2023
Burney Co.17,202$9,864 12/31/2023
     URI17,202$9,864 12/31/2023
MetLife Investment Management LLC17,026$9,763 12/31/2023
     URI17,026$9,763 12/31/2023
Boston Common Asset Management LLC13,232$9,542 03/31/2024
     URI13,232$9,542 03/31/2024
O Shaughnessy Asset Management LLC16,320$9,358 12/31/2023
     URI16,320$9,358 12/31/2023
Leuthold Group LLC16,217$9,299 12/31/2023
     URI16,217$9,299 12/31/2023
Lombard Odier Asset Management Switzerland SA16,187$9,282 12/31/2023
     URI16,187$9,282 12/31/2023
Pinebridge Investments L.P.16,156$9,264 12/31/2023
     URI16,156$9,264 12/31/2023
Signet Financial Management LLC12,712$9,167 03/31/2024
     URI12,712$9,167 03/31/2024
Daiwa Securities Group Inc.15,970$9,158 12/31/2023
     URI15,970$9,158 12/31/2023
Douglass Winthrop Advisors LLC15,808$9,065 12/31/2023
     URI15,808$9,065 12/31/2023
Stratos Wealth Partners LTD.12,558$9,056 03/31/2024
     URI12,558$9,056 03/31/2024
Wellington Management Group LLP15,533$8,907 12/31/2023
     URI15,533$8,907 12/31/2023
Oregon Public Employees Retirement Fund15,500$8,888 12/31/2023
     URI15,500$8,888 12/31/2023
D. E. Shaw & Co. Inc. $8,874 12/31/2023
     Call204,200$117,092 12/31/2023
     Put194,800$111,702 12/31/2023
     URI6,076$3,484 12/31/2023
Robeco Institutional Asset Management B.V.12,287$8,860 03/31/2024
     URI12,287$8,860 03/31/2024
Winmill & CO. Inc.15,409$8,836 12/31/2023
     URI15,409$8,836 12/31/2023
Premier Fund Managers Ltd15,232$8,822 12/31/2023
     URI15,232$8,822 12/31/2023
RBF Capital LLC15,000$8,601 12/31/2023
     URI15,000$8,601 12/31/2023
Retirement Systems of Alabama14,938$8,566 12/31/2023
     URI14,938$8,566 12/31/2023
Czech National Bank11,822$8,525 03/31/2024
     URI11,822$8,525 03/31/2024
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,843$8,511 12/31/2023
     URI14,843$8,511 12/31/2023
Great Lakes Retirement Inc.14,749$8,457 12/31/2023
     URI14,749$8,457 12/31/2023
Los Angeles Capital Management & Equity Research Inc.11,713$8,446 03/31/2024
     URI11,713$8,446 03/31/2024
Skandinaviska Enskilda Banken AB publ 14,680$8,418 12/31/2023
     URI14,680$8,418 12/31/2023
PGGM Investments14,559$8,348 12/31/2023
     URI14,559$8,348 12/31/2023
Morse Asset Management Inc14,269$8,182 12/31/2023
     URI14,269$8,182 12/31/2023
Moors & Cabot Inc.14,227$8,158 12/31/2023
     URI14,227$8,158 12/31/2023
Snowden Capital Advisors LLC14,223$8,156 12/31/2023
     URI14,223$8,156 12/31/2023
Forsta AP Fonden14,200$8,143 12/31/2023
     URI14,200$8,143 12/31/2023
Callahan Advisors LLC11,141$8,034 03/31/2024
     URI11,141$8,034 03/31/2024
Texas Permanent School Fund13,996$8,026 12/31/2023
     URI13,996$8,026 12/31/2023
Investment Management Corp of Ontario13,980$8,016 12/31/2023
     URI13,980$8,016 12/31/2023
Charles Carroll Financial Partners LLC13,900$7,971 12/31/2023
     URI13,900$7,971 12/31/2023
Dakota Wealth Management10,914$7,870 03/31/2024
     URI10,914$7,870 03/31/2024
Fulton Bank N.A.10,753$7,754 03/31/2024
     URI10,753$7,754 03/31/2024
Advisors Asset Management Inc.13,357$7,659 12/31/2023
     URI13,357$7,659 12/31/2023
Squarepoint Ops LLC $7,642 12/31/2023
     Call24,800$14,221 12/31/2023
     Put13,800$7,913 12/31/2023
     URI2,326$1,334 12/31/2023
Montag A & Associates Inc.13,185$7,561 12/31/2023
     URI13,185$7,561 12/31/2023
Carnegie Capital Asset Management LLC13,024$7,468 12/31/2023
     URI13,024$7,468 12/31/2023
Miller Investment Management LP12,974$7,440 12/31/2023
     URI12,974$7,440 12/31/2023
Burns J W & Co. Inc. NY10,259$7,398 03/31/2024
     URI10,259$7,398 03/31/2024
BI Asset Management Fondsmaeglerselskab A S12,894$7,394 12/31/2023
     URI12,894$7,394 12/31/2023
CI Investments Inc.12,821$7,352 12/31/2023
     URI12,821$7,352 12/31/2023
James Investment Research Inc.12,731$7,300 12/31/2023
     URI12,731$7,300 12/31/2023
United Capital Management of KS Inc.10,076$7,266 03/31/2024
     URI10,076$7,266 03/31/2024
Glenview Trust Co12,661$7,260 12/31/2023
     URI12,661$7,260 12/31/2023
CI Private Wealth LLC12,600$7,225 12/31/2023
     URI12,600$7,225 12/31/2023
Ziegler Capital Management LLC12,503$7,169 12/31/2023
     URI12,503$7,169 12/31/2023
Alpine Woods Capital Investors LLC12,395$7,108 12/31/2023
     URI12,395$7,108 12/31/2023
Kovack Advisors Inc.9,853$7,105 03/31/2024
     URI9,853$7,105 03/31/2024
GHP Investment Advisors Inc.12,366$7,091 12/31/2023
     URI12,366$7,091 12/31/2023
Sigma Investment Counselors Inc.12,363$7,089 12/31/2023
     URI12,363$7,089 12/31/2023
GTS Securities LLC $6,931 12/31/2023
     Call96,000$55,048 12/31/2023
     Put85,000$48,741 12/31/2023
     URI1,088$624 12/31/2023
Knights of Columbus Asset Advisors LLC12,029$6,898 12/31/2023
     URI12,029$6,898 12/31/2023
Hedeker Wealth LLC9,444$6,810 03/31/2024
     URI9,444$6,810 03/31/2024
Pathstone Holdings LLC11,756$6,746 12/31/2023
     URI11,756$6,746 12/31/2023
Tudor Investment Corp Et Al $6,709 12/31/2023
     Call15,200$8,716 12/31/2023
     Put3,500$2,007 12/31/2023
Utah Retirement Systems11,693$6,705 12/31/2023
     URI11,693$6,705 12/31/2023
Yousif Capital Management LLC11,638$6,673 12/31/2023
     URI11,638$6,673 12/31/2023
Fjarde AP Fonden Fourth Swedish National Pension Fund11,626$6,667 12/31/2023
     URI11,626$6,667 12/31/2023
Degroof Petercam Asset Management11,547$6,621 12/31/2023
     URI11,547$6,621 12/31/2023
Smithbridge Asset Management Inc. DE11,423$6,550 12/31/2023
     URI11,423$6,550 12/31/2023
North Growth Management Ltd.11,000$6,548 12/31/2023
     URI11,000$6,548 12/31/2023
ING Groep NV11,379$6,525 12/31/2023
     URI11,379$6,525 12/31/2023
USS Investment Management Ltd11,321$6,494 12/31/2023
     URI11,321$6,494 12/31/2023
HGK Asset Management Inc.11,256$6,454 12/31/2023
     URI11,256$6,454 12/31/2023
Eastover Investment Advisors LLC8,946$6,451 03/31/2024
     URI8,946$6,451 03/31/2024
Factorial Partners LLC11,200$6,422 12/31/2023
     URI11,200$6,422 12/31/2023
Leibman Financial Services Inc.8,872$6,397 03/31/2024
     URI8,872$6,397 03/31/2024
Cetera Advisor Networks LLC11,114$6,373 12/31/2023
     URI11,114$6,373 12/31/2023
CIBC World Markets Inc.11,008$6,312 12/31/2023
     URI11,008$6,312 12/31/2023
Graybill Bartz & Assoc Ltd.8,682$6,261 03/31/2024
     URI8,682$6,261 03/31/2024
Prudential PLC10,911$6,257 12/31/2023
     URI10,911$6,257 12/31/2023
Creative Planning10,853$6,223 12/31/2023
     URI10,853$6,223 12/31/2023
Cumberland Advisors Inc.8,620$6,216 03/31/2024
     URI8,620$6,216 03/31/2024
BOKF NA10,795$6,190 12/31/2023
     URI10,795$6,190 12/31/2023
B. Metzler seel. Sohn & Co. AG10,792$6,188 12/31/2023
     URI10,792$6,188 12/31/2023
Firetrail Investments PTY Ltd.10,746$6,162 12/31/2023
     URI10,746$6,162 12/31/2023
Mount Lucas Management LP10,696$6,133 12/31/2023
     URI10,696$6,133 12/31/2023
Marietta Investment Partners LLC10,691$6,130 12/31/2023
     URI10,691$6,130 12/31/2023
Broadleaf Partners LLC10,644$6,103 12/31/2023
     URI10,644$6,103 12/31/2023
New York Life Investment Management LLC10,609$6,083 12/31/2023
     URI10,609$6,083 12/31/2023
Grantham Mayo Van Otterloo & Co. LLC10,592$6,074 12/31/2023
     URI10,592$6,074 12/31/2023
Summit Financial LLC8,379$6,042 03/31/2024
     URI8,379$6,042 03/31/2024
Janus Henderson Group PLC10,505$6,026 12/31/2023
     URI10,505$6,026 12/31/2023
ProShare Advisors LLC10,482$6,011 12/31/2023
     URI10,482$6,011 12/31/2023
Cetera Investment Advisers10,265$5,886 12/31/2023
     URI10,265$5,886 12/31/2023
Xponance Inc.10,169$5,831 12/31/2023
     URI10,169$5,831 12/31/2023
Wealthfront Advisers LLC8,006$5,773 03/31/2024
     URI8,006$5,773 03/31/2024
Handelsbanken Fonder AB10,043$5,759 12/31/2023
     URI10,043$5,759 12/31/2023
Northwestern Mutual Wealth Management Co.9,976$5,723 12/31/2023
     URI9,976$5,723 12/31/2023
Wealth Enhancement Advisory Services LLC7,922$5,713 03/31/2024
     URI7,922$5,713 03/31/2024
Silvant Capital Management LLC9,883$5,667 12/31/2023
     URI9,883$5,667 12/31/2023
Graham Capital Management L.P.9,848$5,647 12/31/2023
     URI9,848$5,647 12/31/2023
Badgley Phelps Wealth Managers LLC9,845$5,645 12/31/2023
     URI9,845$5,645 12/31/2023
Castellan Group LLC9,754$5,593 12/31/2023
     URI9,754$5,593 12/31/2023
Caisse DE Depot ET Placement DU Quebec9,734$5,582 12/31/2023
     URI9,734$5,582 12/31/2023
Shell Asset Management Co.9,658$5,538 12/31/2023
     URI9,658$5,538 12/31/2023
Lighthouse Investment Partners LLC9,650$5,534 12/31/2023
     URI9,650$5,534 12/31/2023
Foster & Motley Inc.7,566$5,456 03/31/2024
     URI7,566$5,456 03/31/2024
Connor Clark & Lunn Investment Management Ltd.9,494$5,444 12/31/2023
     URI9,494$5,444 12/31/2023
Traynor Capital Management Inc.7,475$5,390 03/31/2024
     URI7,475$5,390 03/31/2024
Huber Capital Management LLC9,354$5,364 12/31/2023
     URI9,354$5,364 12/31/2023
CIBC Asset Management Inc9,299$5,332 12/31/2023
     URI9,299$5,332 12/31/2023
Citizens Financial Group Inc RI9,211$5,282 12/31/2023
     URI9,211$5,282 12/31/2023
Tower Research Capital LLC TRC 9,199$5,275 12/31/2023
     URI9,199$5,275 12/31/2023
State of Alaska Department of Revenue7,295$5,260 03/31/2024
     URI7,295$5,260 03/31/2024
Mutual of America Capital Management LLC9,107$5,222 12/31/2023
     URI9,107$5,222 12/31/2023
Markel Corp9,000$5,161 12/31/2023
     URI9,000$5,161 12/31/2023
Kingfisher Capital LLC8,939$5,126 12/31/2023
     URI8,939$5,126 12/31/2023
Redwood Investments LLC8,870$5,086 12/31/2023
     URI8,870$5,086 12/31/2023
Patton Fund Management Inc.8,837$5,067 12/31/2023
     URI8,837$5,067 12/31/2023
Eukles Asset Management8,830$5,063 12/31/2023
     URI8,830$5,063 12/31/2023
Dai Ichi Life Insurance Company Ltd8,754$5,020 12/31/2023
     URI8,754$5,020 12/31/2023
Cibc World Markets Corp8,735$5,009 12/31/2023
     URI8,735$5,009 12/31/2023
Quantitative Investment Management LLC8,696$4,986 12/31/2023
     URI8,696$4,986 12/31/2023
Nilsine Partners LLC6,893$4,971 03/31/2024
     URI6,893$4,971 03/31/2024
Independent Advisor Alliance8,943$4,965 12/31/2023
     URI8,943$4,965 12/31/2023
CWM Advisors LLC8,560$4,908 12/31/2023
     URI8,560$4,908 12/31/2023
New England Research & Management Inc.6,785$4,893 03/31/2024
     URI6,785$4,893 03/31/2024
Susquehanna Portfolio Strategies LLC8,500$4,874 12/31/2023
     URI8,500$4,874 12/31/2023
Boston Private Wealth LLC8,453$4,848 12/31/2023
     URI8,453$4,848 12/31/2023
Texas Yale Capital Corp.8,445$4,843 12/31/2023
     URI8,445$4,843 12/31/2023
MML Investors Services LLC8,377$4,803 12/31/2023
     URI8,377$4,803 12/31/2023
Scotia Capital Inc.8,365$4,796 12/31/2023
     URI8,365$4,796 12/31/2023
FIL Ltd8,287$4,752 12/31/2023
     URI8,287$4,752 12/31/2023
Varma Mutual Pension Insurance Co8,256$4,734 12/31/2023
     URI8,256$4,734 12/31/2023
Clearbridge Investments LLC8,201$4,703 12/31/2023
     URI8,201$4,703 12/31/2023
Virtu Financial LLC8,202$4,703 12/31/2023
     URI8,202$4,703 12/31/2023
Power Corp of Canada8,186$4,694 12/31/2023
     URI8,186$4,694 12/31/2023
LGT Group Foundation8,044$4,655 12/31/2023
     URI8,044$4,655 12/31/2023
Westport Asset Management Inc.8,000$4,587 12/31/2023
     URI8,000$4,587 12/31/2023
Institute for Wealth Management LLC.7,980$4,576 12/31/2023
     URI7,980$4,576 12/31/2023
Public Employees Retirement Association of Colorado7,952$4,560 12/31/2023
     URI7,952$4,560 12/31/2023
Lido Advisors LLC7,866$4,511 12/31/2023
     URI7,866$4,511 12/31/2023
Moore Capital Management LP7,838$4,494 12/31/2023
     URI7,838$4,494 12/31/2023
Condor Capital Management7,798$4,472 12/31/2023
     URI7,798$4,472 12/31/2023
Nissay Asset Management Corp Japan ADV7,742$4,439 12/31/2023
     URI7,742$4,439 12/31/2023
TRUE Private Wealth Advisors7,624$4,372 12/31/2023
     URI7,624$4,372 12/31/2023
Advisory Services Network LLC7,613$4,366 12/31/2023
     URI7,613$4,366 12/31/2023
Bank of Nova Scotia7,582$4,348 12/31/2023
     URI7,582$4,348 12/31/2023
Jackson Wealth Management LLC7,537$4,322 12/31/2023
     URI7,537$4,322 12/31/2023
Trustmark National Bank Trust Department7,495$4,298 12/31/2023
     URI7,495$4,298 12/31/2023
Symmetry Partners LLC5,947$4,288 03/31/2024
     URI5,947$4,288 03/31/2024
Laurion Capital Management LP $4,243 12/31/2023
     Call13,400$7,684 12/31/2023
     Put6,000$3,441 12/31/2023
Jensen Investment Management Inc.7,390$4,238 12/31/2023
     URI7,390$4,238 12/31/2023
RKL Wealth Management LLC7,234$4,148 12/31/2023
     URI7,234$4,148 12/31/2023
Gulf International Bank UK Ltd5,674$4,091 03/31/2024
     URI5,674$4,091 03/31/2024
Gilman Hill Asset Management LLC5,625$4,056 03/31/2024
     URI5,625$4,056 03/31/2024
Retireful LLC5,621$4,053 03/31/2024
     URI5,621$4,053 03/31/2024
D.A. Davidson & CO.7,015$4,023 12/31/2023
     URI7,015$4,023 12/31/2023
Blair William & Co. IL7,007$4,018 12/31/2023
     URI7,007$4,018 12/31/2023
American Assets Investment Management LLC7,000$4,014 12/31/2023
     URI7,000$4,014 12/31/2023
Sumitomo Mitsui DS Asset Management Company Ltd6,879$3,945 12/31/2023
     URI6,879$3,945 12/31/2023
Parallax Volatility Advisers L.P. $3,918 12/31/2023
     Put122,300$70,129 12/31/2023
     URI110,133$63,152 12/31/2023
     Call19,000$10,895 12/31/2023
Vanguard Capital Wealth Advisors5,421$3,909 03/31/2024
     URI5,421$3,909 03/31/2024
Jag Capital Management LLC6,767$3,881 12/31/2023
     URI6,767$3,881 12/31/2023
Wiley BROS. Aintree Capital LLC5,352$3,859 03/31/2024
     URI5,352$3,859 03/31/2024
Duncker Streett & Co. Inc.5,338$3,849 03/31/2024
     URI5,338$3,849 03/31/2024
Oppenheimer Asset Management Inc.6,711$3,848 12/31/2023
     URI6,711$3,848 12/31/2023
Maryland State Retirement & Pension System5,238$3,777 03/31/2024
     URI5,238$3,777 03/31/2024
Ambassador Advisors LLC6,567$3,766 12/31/2023
     URI6,567$3,766 12/31/2023
Rafferty Asset Management LLC6,542$3,751 12/31/2023
     URI6,542$3,751 12/31/2023
Private Advisor Group LLC6,475$3,713 12/31/2023
     URI6,475$3,713 12/31/2023
Westside Investment Management Inc.5,148$3,712 03/31/2024
     URI5,148$3,712 03/31/2024
Pinnacle Associates Ltd.6,413$3,677 12/31/2023
     URI6,413$3,677 12/31/2023
Symmetry Investments LP6,364$3,649 12/31/2023
     URI6,364$3,649 12/31/2023
Arcadia Investment Management Corp MI5,026$3,624 03/31/2024
     URI5,026$3,624 03/31/2024
Hennessy Advisors Inc.5,000$3,606 03/31/2024
     URI5,000$3,606 03/31/2024
JustInvest LLC6,249$3,583 12/31/2023
     URI6,249$3,583 12/31/2023
Bellwether Advisors LLC6,206$3,559 12/31/2023
     URI6,206$3,559 12/31/2023
Ethic Inc.6,204$3,558 12/31/2023
     URI6,204$3,558 12/31/2023
Bridgeway Capital Management Inc.6,200$3,555 12/31/2023
     URI6,200$3,555 12/31/2023
Glenmede Trust Co. NA6,175$3,541 12/31/2023
     URI6,175$3,541 12/31/2023
Groesbeck Investment Management Corp NJ6,166$3,536 12/31/2023
     URI6,166$3,536 12/31/2023
Congress Asset Management Co. MA4,893$3,528 03/31/2024
     URI4,893$3,528 03/31/2024
Pacer Advisors Inc. $3,524 12/31/2023
     URI5,784$3,317 12/31/2023
     Corporate Bond Domestic227,000$207 12/31/2023
MidWestOne Financial Group Inc.6,140$3,521 12/31/2023
     URI6,140$3,521 12/31/2023
Girard Partners LTD.6,057$3,473 12/31/2023
     URI6,057$3,473 12/31/2023
Wealthcare Advisory Partners LLC4,784$3,450 03/31/2024
     URI4,784$3,450 03/31/2024
CWM LLC4,737$3,416 03/31/2024
     URI4,737$3,416 03/31/2024
Gilder Gagnon Howe & Co. LLC5,943$3,408 12/31/2023
     URI5,943$3,408 12/31/2023
South Dakota Investment Council5,943$3,408 12/31/2023
     URI5,943$3,408 12/31/2023
Guggenheim Capital LLC5,922$3,396 12/31/2023
     URI5,922$3,396 12/31/2023
Oak Ridge Investments LLC5,816$3,335 12/31/2023
     URI5,816$3,335 12/31/2023
Graphene Investments SAS4,600$3,317 03/31/2024
     URI4,600$3,317 03/31/2024
BKD Wealth Advisors LLC4,591$3,311 03/31/2024
     URI4,591$3,311 03/31/2024
Sei Investments Co.5,767$3,307 12/31/2023
     URI5,767$3,307 12/31/2023
M&T Bank Corp5,652$3,240 12/31/2023
     URI5,652$3,240 12/31/2023
Monument Capital Management4,489$3,237 03/31/2024
     URI4,489$3,237 03/31/2024
Pine Valley Investments Ltd Liability Co5,594$3,208 12/31/2023
     URI5,594$3,208 12/31/2023
Moody Lynn & Lieberson LLC4,444$3,205 03/31/2024
     URI4,444$3,205 03/31/2024
Chesley Taft & Associates LLC4,408$3,179 03/31/2024
     URI4,408$3,179 03/31/2024
Northeast Investment Management5,493$3,150 12/31/2023
     URI5,493$3,150 12/31/2023
Hartford Investment Management Co.4,349$3,136 03/31/2024
     URI4,349$3,136 03/31/2024
Congress Wealth Management LLC DE 4,329$3,122 03/31/2024
     URI4,329$3,122 03/31/2024
Kentucky Retirement Systems5,423$3,110 12/31/2023
     URI5,423$3,110 12/31/2023
Credit Agricole S A5,400$3,096 12/31/2023
     URI5,400$3,096 12/31/2023
Level Four Advisory Services LLC5,389$3,090 12/31/2023
     URI5,389$3,090 12/31/2023
X Square Capital LLC5,377$3,083 12/31/2023
     URI5,377$3,083 12/31/2023
Kestra Advisory Services LLC5,228$2,998 12/31/2023
     URI5,228$2,998 12/31/2023
Steward Partners Investment Advisory LLC5,220$2,993 12/31/2023
     URI5,220$2,993 12/31/2023
Putnam FL Investment Management Co.5,152$2,954 12/31/2023
     URI5,152$2,954 12/31/2023
Mount Yale Investment Advisors LLC5,150$2,953 12/31/2023
     URI5,150$2,953 12/31/2023
Teacher Retirement System of Texas5,137$2,946 12/31/2023
     URI5,137$2,946 12/31/2023
Hennion & Walsh Asset Management Inc.4,079$2,941 03/31/2024
     URI4,079$2,941 03/31/2024
Thoroughbred Financial Services LLC5,124$2,938 12/31/2023
     URI5,124$2,938 12/31/2023
Fifth Third Bancorp4,055$2,924 03/31/2024
     URI4,055$2,924 03/31/2024
Miura Global Management LLC5,100$2,924 12/31/2023
     URI5,100$2,924 12/31/2023
Peapack Gladstone Financial Corp5,007$2,871 12/31/2023
     URI5,007$2,871 12/31/2023
Marvin & Palmer Associates Inc.4,985$2,858 12/31/2023
     URI4,985$2,858 12/31/2023
Davidson Capital Management Inc.4,974$2,852 12/31/2023
     URI4,974$2,852 12/31/2023
UMB Bank N A MO4,970$2,850 12/31/2023
     URI4,970$2,850 12/31/2023
Pettee Investors Inc.4,932$2,828 12/31/2023
     URI4,932$2,828 12/31/2023
IFP Advisors Inc4,904$2,813 12/31/2023
     URI4,904$2,813 12/31/2023
Louisiana State Employees Retirement System3,900$2,812 03/31/2024
     URI3,900$2,812 03/31/2024
SlateStone Wealth LLC4,896$2,807 12/31/2023
     URI4,896$2,807 12/31/2023
Grandeur Peak Global Advisors LLC4,685$2,686 12/31/2023
     URI4,685$2,686 12/31/2023
Chartwell Investment Partners LLC4,669$2,677 12/31/2023
     URI4,669$2,677 12/31/2023
Waterloo Capital L.P.4,620$2,649 12/31/2023
     URI4,620$2,649 12/31/2023
Venture Visionary Partners LLC4,606$2,641 12/31/2023
     URI4,606$2,641 12/31/2023
First Hawaiian Bank3,630$2,618 03/31/2024
     URI3,630$2,618 03/31/2024
Northcape Capital Pty Ltd4,537$2,602 12/31/2023
     URI4,537$2,602 12/31/2023
Grant GrossMendelsohn LLC4,120$2,599 12/31/2023
     URI4,120$2,599 12/31/2023
AE Wealth Management LLC4,111$2,593 12/31/2023
     URI4,111$2,593 12/31/2023
Red Cedar Investment Management LLC3,553$2,562 03/31/2024
     URI3,553$2,562 03/31/2024
Affinity Investment Advisors LLC4,460$2,557 12/31/2023
     URI4,460$2,557 12/31/2023
Vontobel Holding Ltd.4,453$2,553 12/31/2023
     URI4,453$2,553 12/31/2023
SFE Investment Counsel4,451$2,552 12/31/2023
     URI4,451$2,552 12/31/2023
Panagora Asset Management Inc.4,415$2,532 12/31/2023
     URI4,415$2,532 12/31/2023
Cunning Capital Partners LP4,415$2,532 12/31/2023
     URI4,415$2,532 12/31/2023
Dumont & Blake Investment Advisors LLC3,485$2,513 03/31/2024
     URI3,485$2,513 03/31/2024
Securian Asset Management Inc4,354$2,497 12/31/2023
     URI4,354$2,497 12/31/2023
Illinois Municipal Retirement Fund4,326$2,481 12/31/2023
     URI4,326$2,481 12/31/2023
EFG Asset Management North America Corp.4,310$2,472 12/31/2023
     URI4,310$2,472 12/31/2023
New Mexico Educational Retirement Board3,400$2,452 03/31/2024
     URI3,400$2,452 03/31/2024
Wealth Effects LLC3,390$2,445 03/31/2024
     URI3,390$2,445 03/31/2024
National Asset Management Inc.4,202$2,409 12/31/2023
     URI4,202$2,409 12/31/2023
Two Sigma Investments LP4,200$2,408 12/31/2023
     URI4,200$2,408 12/31/2023
Seelaus Asset Management LLC4,193$2,404 12/31/2023
     URI4,193$2,404 12/31/2023
Bank of New Hampshire3,278$2,364 03/31/2024
     URI3,278$2,364 03/31/2024
Baader Bank INC4,125$2,363 12/31/2023
     URI4,125$2,363 12/31/2023
Kennedy Investment Group3,268$2,356 03/31/2024
     URI3,268$2,356 03/31/2024
Columbia Trust Co 010120164,083$2,341 12/31/2023
     URI4,083$2,341 12/31/2023
Temasek Holdings Private Ltd4,049$2,322 12/31/2023
     URI4,049$2,322 12/31/2023
Lazard Asset Management LLC4,044$2,318 12/31/2023
     URI4,044$2,318 12/31/2023
Acropolis Investment Management LLC3,208$2,313 03/31/2024
     URI3,208$2,313 03/31/2024
Edmond DE Rothschild Holding S.A.4,015$2,302 12/31/2023
     URI4,015$2,302 12/31/2023
TD Waterhouse Canada Inc.3,997$2,292 12/31/2023
     URI3,997$2,292 12/31/2023
Avantax Advisory Services Inc.3,960$2,271 12/31/2023
     URI3,960$2,271 12/31/2023
Roundview Capital LLC3,955$2,268 12/31/2023
     URI3,955$2,268 12/31/2023
Supplemental Annuity Collective Trust of NJ3,900$2,236 12/31/2023
     URI3,900$2,236 12/31/2023
MWA Asset Management3,824$2,193 12/31/2023
     URI3,824$2,193 12/31/2023
Kendall Capital Management3,812$2,186 12/31/2023
     URI3,812$2,186 12/31/2023
U.S. Capital Wealth Advisors LLC3,746$2,148 12/31/2023
     URI3,746$2,148 12/31/2023
Cresset Asset Management LLC3,735$2,142 12/31/2023
     URI3,735$2,142 12/31/2023
Sabal Trust CO3,624$2,078 12/31/2023
     URI3,624$2,078 12/31/2023
TrinityPoint Wealth LLC3,549$2,035 12/31/2023
     URI3,549$2,035 12/31/2023
Harbor Capital Advisors Inc.3,540$2,030 12/31/2023
     URI3,540$2,030 12/31/2023
Wolf Group Capital Advisors3,541$2,030 12/31/2023
     URI3,541$2,030 12/31/2023
Private Trust Co. NA2,779$2,004 03/31/2024
     URI2,779$2,004 03/31/2024
Lindbrook Capital LLC3,443$1,974 12/31/2023
     URI3,443$1,974 12/31/2023
Crossmark Global Holdings Inc.3,398$1,948 12/31/2023
     URI3,398$1,948 12/31/2023
AGF Management Ltd.3,368$1,931 12/31/2023
     URI3,368$1,931 12/31/2023
Empowered Funds LLC3,342$1,916 12/31/2023
     URI3,342$1,916 12/31/2023
Financial Counselors Inc.3,272$1,876 12/31/2023
     URI3,272$1,876 12/31/2023
Allen Investment Management LLC3,247$1,862 12/31/2023
     URI3,247$1,862 12/31/2023
Bfsg LLC2,576$1,858 03/31/2024
     URI2,576$1,858 03/31/2024
Atlantic Edge Private Wealth Management LLC3,232$1,853 12/31/2023
     URI3,232$1,853 12/31/2023
Dana Investment Advisors Inc.3,222$1,848 12/31/2023
     URI3,222$1,848 12/31/2023
Kingsview Wealth Management LLC3,200$1,835 12/31/2023
     URI3,200$1,835 12/31/2023
Greatmark Investment Partners Inc.3,185$1,826 12/31/2023
     URI3,185$1,826 12/31/2023
Sanibel Captiva Trust Company Inc.3,171$1,818 12/31/2023
     URI3,171$1,818 12/31/2023
United Capital Financial Advisers LLC3,152$1,808 12/31/2023
     URI3,152$1,808 12/31/2023
Ieq Capital LLC3,127$1,793 12/31/2023
     URI3,127$1,793 12/31/2023
Veriti Management LLC2,483$1,791 03/31/2024
     URI2,483$1,791 03/31/2024
Great Point Wealth Advisors LLC3,122$1,790 12/31/2023
     URI3,122$1,790 12/31/2023
Atria Investments LLC3,104$1,780 12/31/2023
     URI3,104$1,780 12/31/2023
Locust Wood Capital Advisers LLC3,020$1,732 12/31/2023
     URI3,020$1,732 12/31/2023
Qube Research & Technologies Ltd $1,721 12/31/2023
     Call10,100$5,792 12/31/2023
     Put7,100$4,071 12/31/2023
K.J. Harrison & Partners Inc3,000$1,720 12/31/2023
     URI3,000$1,720 12/31/2023
First Trust Investment Solutions L.P.3,000$1,720 12/31/2023
     URI3,000$1,720 12/31/2023
Hudson Value Partners LLC2,950$1,692 12/31/2023
     URI2,950$1,692 12/31/2023
Atria Wealth Solutions Inc.2,937$1,684 12/31/2023
     URI2,937$1,684 12/31/2023
Ameritas Investment Partners Inc.2,928$1,679 12/31/2023
     URI2,928$1,679 12/31/2023
Commerce Bank2,927$1,678 12/31/2023
     URI2,927$1,678 12/31/2023
Prime Capital Investment Advisors LLC2,919$1,674 12/31/2023
     URI2,919$1,674 12/31/2023
LRT Capital Management LLC2,920$1,674 12/31/2023
     URI2,920$1,674 12/31/2023
Gotham Asset Management LLC2,914$1,671 12/31/2023
     URI2,914$1,671 12/31/2023
Ionic Capital Management LLC2,900$1,663 12/31/2023
     URI2,900$1,663 12/31/2023
EPG Wealth Management LLC2,585$1,646 12/31/2023
     URI2,585$1,646 12/31/2023
Alberta Investment Management Corp2,800$1,606 12/31/2023
     URI2,800$1,606 12/31/2023
Argus Investors Counsel Inc.2,798$1,604 12/31/2023
     URI2,798$1,604 12/31/2023
Richelieu Gestion PLC2,218$1,599 03/31/2024
     URI2,218$1,599 03/31/2024
Simplicity Wealth LLC2,203$1,589 03/31/2024
     URI2,203$1,589 03/31/2024
Metropolitan Life Insurance Co NY2,760$1,583 12/31/2023
     URI2,760$1,583 12/31/2023
Brandywine Oak Private Wealth LLC2,746$1,575 12/31/2023
     URI2,746$1,575 12/31/2023
V Square Quantitative Management LLC2,169$1,564 03/31/2024
     URI2,169$1,564 03/31/2024
Metis Global Partners LLC2,710$1,554 12/31/2023
     URI2,710$1,554 12/31/2023
Atlas Capital Advisors LLC2,148$1,549 03/31/2024
     URI2,148$1,549 03/31/2024
E. Ohman J or Asset Management AB2,700$1,548 12/31/2023
     URI2,700$1,548 12/31/2023
Cutler Group LP $1,531 03/31/2024
     URI2,078$1,498 03/31/2024
     Call400$50 03/31/2024
     Put3,300$17 03/31/2024
Steel Peak Wealth Management LLC2,115$1,525 03/31/2024
     URI2,115$1,525 03/31/2024
Bridgewater Associates LP2,660$1,525 12/31/2023
     URI2,660$1,525 12/31/2023
Heritage Trust Co2,650$1,520 12/31/2023
     URI2,650$1,520 12/31/2023
IHT Wealth Management LLC2,615$1,499 12/31/2023
     URI2,615$1,499 12/31/2023
MAI Capital Management2,552$1,463 12/31/2023
     URI2,552$1,463 12/31/2023
MBM Wealth Consultants LLC2,017$1,454 03/31/2024
     URI2,017$1,454 03/31/2024
Alaska Permanent Fund Corp2,000$1,442 03/31/2024
     URI2,000$1,442 03/31/2024
Cetera Advisors LLC2,504$1,436 12/31/2023
     URI2,504$1,436 12/31/2023
International Assets Investment Management LLC2,013$1,430 03/31/2024
     URI2,013$1,430 03/31/2024
HB Wealth Management LLC2,487$1,426 12/31/2023
     URI2,487$1,426 12/31/2023
Pitcairn Co.2,482$1,423 12/31/2023
     URI2,482$1,423 12/31/2023
Wedmont Private Capital2,033$1,417 03/31/2024
     URI2,033$1,417 03/31/2024
Spire Wealth Management1,960$1,413 03/31/2024
     URI1,960$1,413 03/31/2024
Achmea Investment Management B.V.2,459$1,410 12/31/2023
     URI2,459$1,410 12/31/2023
Empirical Finance LLC2,447$1,403 12/31/2023
     URI2,447$1,403 12/31/2023
Two Sigma Securities LLC $1,392 12/31/2023
     Call7,500$4,301 12/31/2023
     Put5,900$3,383 12/31/2023
     URI826$474 12/31/2023
Williams Jones Wealth Management LLC.2,425$1,391 12/31/2023
     URI2,425$1,391 12/31/2023
Norinchukin Bank The2,418$1,387 12/31/2023
     URI2,418$1,387 12/31/2023
Kentucky Retirement Systems Insurance Trust Fund2,415$1,385 12/31/2023
     URI2,415$1,385 12/31/2023
TFO TDC LLC2,395$1,373 12/31/2023
     URI2,395$1,373 12/31/2023
Quantinno Capital Management LP2,368$1,358 12/31/2023
     URI2,368$1,358 12/31/2023
HRT Financial LP2,342$1,342 12/31/2023
     URI2,342$1,342 12/31/2023
Cookson Peirce & Co. Inc.1,849$1,333 03/31/2024
     URI1,849$1,333 03/31/2024
Banco Bilbao Vizcaya Argentaria S.A.2,323$1,333 12/31/2023
     URI2,323$1,333 12/31/2023
RB Capital Management LLC2,320$1,330 12/31/2023
     URI2,320$1,330 12/31/2023
Paloma Partners Management Co $1,319 12/31/2023
     URI7,399$4,243 12/31/2023
     Put5,100$2,924 12/31/2023
Ashton Thomas Private Wealth LLC1,824$1,315 03/31/2024
     URI1,824$1,315 03/31/2024
Coldstream Capital Management Inc.2,291$1,314 12/31/2023
     URI2,291$1,314 12/31/2023
Penserra Capital Management LLC2,250$1,289 12/31/2023
     URI2,250$1,289 12/31/2023
Park Avenue Securities LLC1,768$1,275 03/31/2024
     URI1,768$1,275 03/31/2024
We Are One Seven LLC2,200$1,262 12/31/2023
     URI2,200$1,262 12/31/2023
Laidlaw Wealth Management LLC2,169$1,244 12/31/2023
     URI2,169$1,244 12/31/2023
Northwestern Mutual Investment Management Company LLC2,146$1,231 12/31/2023
     URI2,146$1,231 12/31/2023
Hilltop Holdings Inc.2,101$1,205 12/31/2023
     URI2,101$1,205 12/31/2023
Group One Trading L.P. $1,204 12/31/2023
     Call16,600$9,519 12/31/2023
     Put14,500$8,315 12/31/2023
Hollencrest Capital Management2,090$1,198 12/31/2023
     URI2,090$1,198 12/31/2023
Barings LLC2,082$1,194 12/31/2023
     URI2,082$1,194 12/31/2023
Bleakley Financial Group LLC2,081$1,193 12/31/2023
     URI2,081$1,193 12/31/2023
Ritholtz Wealth Management1,647$1,188 03/31/2024
     URI1,647$1,188 03/31/2024
Sawtooth Solutions LLC2,064$1,184 12/31/2023
     URI2,064$1,184 12/31/2023
Jacobi Capital Management LLC2,032$1,165 12/31/2023
     URI2,032$1,165 12/31/2023
Orion Portfolio Solutions LLC2,113$1,164 12/31/2023
     URI2,113$1,164 12/31/2023
Ossiam2,015$1,155 12/31/2023
     URI2,015$1,155 12/31/2023
180 Wealth Advisors LLC1,599$1,153 03/31/2024
     URI1,599$1,153 03/31/2024
Sycomore Asset Management1,984$1,148 12/31/2023
     URI1,984$1,148 12/31/2023
Townsquare Capital LLC1,979$1,135 12/31/2023
     URI1,979$1,135 12/31/2023
Hancock Whitney Corp1,954$1,120 12/31/2023
     URI1,954$1,120 12/31/2023
Pecaut & CO.1,951$1,119 12/31/2023
     URI1,951$1,119 12/31/2023
AlphaStar Capital Management LLC1,933$1,108 12/31/2023
     URI1,933$1,108 12/31/2023
DGS Capital Management LLC1,536$1,107 03/31/2024
     URI1,536$1,107 03/31/2024
Raymond James Trust N.A.1,521$1,097 03/31/2024
     URI1,521$1,097 03/31/2024
Greenleaf Trust1,892$1,085 12/31/2023
     URI1,892$1,085 12/31/2023
Diametric Capital LP1,887$1,082 12/31/2023
     URI1,887$1,082 12/31/2023
Vinva Investment Management Ltd1,851$1,071 12/31/2023
     URI1,851$1,071 12/31/2023
Nations Financial Group Inc. IA ADV1,479$1,067 03/31/2024
     URI1,479$1,067 03/31/2024
RFG Advisory LLC1,470$1,060 03/31/2024
     URI1,470$1,060 03/31/2024
GYL Financial Synergies LLC1,845$1,058 12/31/2023
     URI1,845$1,058 12/31/2023
Tokio Marine Asset Management Co. Ltd.1,843$1,057 12/31/2023
     URI1,843$1,057 12/31/2023
Flagship Harbor Advisors LLC1,451$1,046 03/31/2024
     URI1,451$1,046 03/31/2024
Diversified Trust Co1,449$1,045 03/31/2024
     URI1,449$1,045 03/31/2024
Wetherby Asset Management Inc.1,823$1,045 12/31/2023
     URI1,823$1,045 12/31/2023
Cubist Systematic Strategies LLC $1,032 12/31/2023
     Call42,600$24,428 12/31/2023
     Put40,800$23,396 12/31/2023
Geneos Wealth Management Inc.1,800$1,032 12/31/2023
     URI1,800$1,032 12/31/2023
Ontario Teachers Pension Plan Board1,794$1,029 12/31/2023
     URI1,794$1,029 12/31/2023
Probity Advisors Inc.1,793$1,028 12/31/2023
     URI1,793$1,028 12/31/2023
GWM Advisors LLC1,787$1,026 12/31/2023
     URI1,787$1,026 12/31/2023
Qsemble Capital Management LP1,780$1,021 12/31/2023
     URI1,780$1,021 12/31/2023
Everence Capital Management Inc.1,770$1,015 12/31/2023
     URI1,770$1,015 12/31/2023
BTC Capital Management Inc.1,383$997 03/31/2024
     URI1,383$997 03/31/2024
Stonehage Fleming Financial Services Holdings Ltd1,724$989 12/31/2023
     URI1,724$989 12/31/2023
Clearstead Advisors LLC1,720$986 12/31/2023
     URI1,720$986 12/31/2023
CenterBook Partners LP1,719$986 12/31/2023
     URI1,719$986 12/31/2023
Equitable Holdings Inc.1,717$985 12/31/2023
     URI1,717$985 12/31/2023
Sequoia Financial Advisors LLC1,700$975 12/31/2023
     URI1,700$975 12/31/2023
Pacitti Group Inc.1,698$974 12/31/2023
     URI1,698$974 12/31/2023
Banco Santander S.A.1,691$970 12/31/2023
     URI1,691$970 12/31/2023
Meeder Advisory Services Inc.1,687$967 12/31/2023
     URI1,687$967 12/31/2023
Axxcess Wealth Management LLC1,679$963 12/31/2023
     URI1,679$963 12/31/2023
Systematic Alpha Investments LLC1,674$960 12/31/2023
     URI1,674$960 12/31/2023
Full Sail Capital LLC1,663$954 12/31/2023
     URI1,663$954 12/31/2023
Principal Securities Inc.1,645$943 12/31/2023
     URI1,645$943 12/31/2023
Koshinski Asset Management Inc.1,645$943 12/31/2023
     URI1,645$943 12/31/2023
SeaBridge Investment Advisors LLC1,634$937 12/31/2023
     URI1,634$937 12/31/2023
Keybank National Association OH1,615$926 12/31/2023
     URI1,615$926 12/31/2023
AMG National Trust Bank1,615$926 12/31/2023
     URI1,615$926 12/31/2023
FORA Capital LLC1,595$915 12/31/2023
     URI1,595$915 12/31/2023
Lebenthal Global Advisors LLC1,595$915 12/31/2023
     URI1,595$915 12/31/2023
FJ Investments LLC1,595$915 12/31/2023
     URI1,595$915 12/31/2023
Oppenheimer & Co. Inc.1,589$911 12/31/2023
     URI1,589$911 12/31/2023
PFG Investments LLC1,254$904 03/31/2024
     URI1,254$904 03/31/2024
Public Sector Pension Investment Board1,542$884 12/31/2023
     URI1,542$884 12/31/2023
Banque Cantonale Vaudoise1,218$878 03/31/2024
     URI1,218$878 03/31/2024
Beacon Pointe Advisors LLC1,529$877 12/31/2023
     URI1,529$877 12/31/2023
Capital Insight Partners LLC1,215$876 03/31/2024
     URI1,215$876 03/31/2024
Schechter Investment Advisors LLC1,527$876 12/31/2023
     URI1,527$876 12/31/2023
Envestnet Portfolio Solutions Inc.1,525$874 12/31/2023
     URI1,525$874 12/31/2023
Arcataur Capital Management LLC1,517$870 12/31/2023
     URI1,517$870 12/31/2023
LMR Partners LLP1,515$869 12/31/2023
     URI1,515$869 12/31/2023
Clarius Group LLC1,199$865 03/31/2024
     URI1,199$865 03/31/2024
EP Wealth Advisors LLC1,509$865 12/31/2023
     URI1,509$865 12/31/2023
Harbor Advisors LLC1,500$860 12/31/2023
     URI1,500$860 12/31/2023
Cardiff Park Advisors LLC1,500$860 12/31/2023
     URI1,500$860 12/31/2023
Aptus Capital Advisors LLC1,492$856 12/31/2023
     URI1,492$856 12/31/2023
Archer Investment Corp1,493$856 12/31/2023
     URI1,493$856 12/31/2023
Hodges Capital Management Inc.1,183$853 03/31/2024
     URI1,183$853 03/31/2024
Signaturefd LLC1,485$852 12/31/2023
     URI1,485$852 12/31/2023
Wade G W & Inc.1,483$851 12/31/2023
     URI1,483$851 12/31/2023
Edmp Inc.1,168$842 03/31/2024
     URI1,168$842 03/31/2024
Wintrust Investments LLC1,452$833 12/31/2023
     URI1,452$833 12/31/2023
Collective Family Office LLC1,152$831 03/31/2024
     URI1,152$831 03/31/2024
Kornitzer Capital Management Inc. KS1,450$831 12/31/2023
     URI1,450$831 12/31/2023
TIAA Trust National Association1,448$830 12/31/2023
     URI1,448$830 12/31/2023
OLD National Bancorp IN1,146$826 03/31/2024
     URI1,146$826 03/31/2024
Enterprise Financial Services Corp1,441$826 12/31/2023
     URI1,441$826 12/31/2023
RSM US Wealth Management LLC1,438$825 12/31/2023
     URI1,438$825 12/31/2023
Invesco LLC1,436$823 12/31/2023
     URI1,436$823 12/31/2023
Romano Brothers AND Company1,139$821 03/31/2024
     URI1,139$821 03/31/2024
Virtus ETF Advisers LLC1,431$821 12/31/2023
     URI1,431$821 12/31/2023
Nwam LLC1,431$820 12/31/2023
     URI1,431$820 12/31/2023
Toroso Investments LLC1,424$817 12/31/2023
     URI1,424$817 12/31/2023
Tectonic Advisors LLC1,425$817 12/31/2023
     URI1,425$817 12/31/2023
Semus Wealth Partners LLC1,419$814 12/31/2023
     URI1,419$814 12/31/2023
Vestcor Inc1,406$806 12/31/2023
     URI1,406$806 12/31/2023
Bremer Bank National Association1,115$804 03/31/2024
     URI1,115$804 03/31/2024
Lakeview Capital Partners LLC1,401$804 12/31/2023
     URI1,401$804 12/31/2023
ARP Americas LP1,401$803 12/31/2023
     URI1,401$803 12/31/2023
Heartland Bank & Trust Co1,397$801 12/31/2023
     URI1,397$801 12/31/2023
Argent Trust Co1,387$795 12/31/2023
     URI1,387$795 12/31/2023
Moneta Group Investment Advisors LLC1,381$792 12/31/2023
     URI1,381$792 12/31/2023
Independent Investors Inc.1,380$791 12/31/2023
     URI1,380$791 12/31/2023
Change Path LLC1,366$783 12/31/2023
     URI1,366$783 12/31/2023
Nomura Holdings Inc.1,360$780 12/31/2023
     URI1,360$780 12/31/2023
Campbell & CO Investment Adviser LLC1,359$779 12/31/2023
     URI1,359$779 12/31/2023
Clifford Swan Investment Counsel LLC1,079$778 03/31/2024
     URI1,079$778 03/31/2024
Optas LLC1,064$767 03/31/2024
     URI1,064$767 03/31/2024
Parallel Advisors LLC1,320$757 12/31/2023
     URI1,320$757 12/31/2023
Ballentine Partners LLC1,045$754 03/31/2024
     URI1,045$754 03/31/2024
Assetmark Inc.1,314$753 12/31/2023
     URI1,314$753 12/31/2023
Aviso Wealth Management1,311$752 12/31/2023
     URI1,311$752 12/31/2023
Copperwynd Financial LLC1,300$746 12/31/2023
     URI1,300$746 12/31/2023
Jefferies Financial Group Inc.1,300$745 12/31/2023
     URI1,300$745 12/31/2023
Harbour Investments Inc.1,269$728 12/31/2023
     URI1,269$728 12/31/2023
Canandaigua National Bank & Trust Co.1,000$721 03/31/2024
     URI1,000$721 03/31/2024
WBH Advisory Inc.1,000$721 03/31/2024
     URI1,000$721 03/31/2024
Fort Washington Investment Advisors Inc. OH984$710 03/31/2024
     URI984$710 03/31/2024
SYSTM Wealth Solutions LLC1,230$706 12/31/2023
     URI1,230$706 12/31/2023
Ostrum Asset Management1,230$705 12/31/2023
     URI1,230$705 12/31/2023
Wedbush Securities Inc.1,227$704 12/31/2023
     URI1,227$704 12/31/2023
Aubrey Capital Management Ltd1,216$697 12/31/2023
     URI1,216$697 12/31/2023
Mather Group LLC.962$694 03/31/2024
     URI962$694 03/31/2024
Paradigm Asset Management Co. LLC1,208$693 12/31/2023
     URI1,208$693 12/31/2023
Exencial Wealth Advisors LLC1,204$691 12/31/2023
     URI1,204$691 12/31/2023
Welch Group LLC956$689 03/31/2024
     URI956$689 03/31/2024
Patrick M Sweeney & Associates Inc.1,202$689 12/31/2023
     URI1,202$689 12/31/2023
Focus Financial Network Inc.952$686 03/31/2024
     URI952$686 03/31/2024
HTLF Bank1,188$681 12/31/2023
     URI1,188$681 12/31/2023
Vahanian & Associates Financial Planning Inc.1,169$670 12/31/2023
     URI1,169$670 12/31/2023
Intellectus Partners LLC1,167$669 12/31/2023
     URI1,167$669 12/31/2023
Hoylecohen LLC1,163$667 12/31/2023
     URI1,163$667 12/31/2023
Mitchell Mcleod Pugh & Williams Inc.1,135$651 12/31/2023
     URI1,135$651 12/31/2023
IAM Advisory LLC898$647 03/31/2024
     URI898$647 03/31/2024
Evermay Wealth Management LLC1,124$645 12/31/2023
     URI1,124$645 12/31/2023
Oversea Chinese Banking CORP Ltd1,114$639 12/31/2023
     URI1,114$639 12/31/2023
Wolff Wiese Magana LLC880$635 03/31/2024
     URI880$635 03/31/2024
Roman Butler Fullerton & Co.1,000$631 12/31/2023
     URI1,000$631 12/31/2023
SG Americas Securities LLC1,087$623 12/31/2023
     URI1,087$623 12/31/2023
Jaffetilchin Investment Partners LLC1,076$617 12/31/2023
     URI1,076$617 12/31/2023
Baker Tilly Financial LLC1,073$615 12/31/2023
     URI1,073$615 12/31/2023
Apollon Wealth Management LLC1,054$604 12/31/2023
     URI1,054$604 12/31/2023
CVA Family Office LLC829$598 03/31/2024
     URI829$598 03/31/2024
Fiduciary Trust Co.1,043$598 12/31/2023
     URI1,043$598 12/31/2023
Parkside Financial Bank & Trust1,042$598 12/31/2023
     URI1,042$598 12/31/2023
WD Rutherford LLC828$597 03/31/2024
     URI828$597 03/31/2024
Savant Capital LLC1,034$593 12/31/2023
     URI1,034$593 12/31/2023
Syon Capital LLC1,029$590 12/31/2023
     URI1,029$590 12/31/2023
Psagot Value Holdings Ltd. Israel 1,011$584 12/31/2023
     URI1,011$584 12/31/2023
Keebeck Wealth Management LLC1,013$581 12/31/2023
     URI1,013$581 12/31/2023
Banque Pictet & Cie SA1,000$573 12/31/2023
     URI1,000$573 12/31/2023
AXS Investments LLC1,000$573 12/31/2023
     URI1,000$573 12/31/2023
Horizon Investments LLC991$567 12/31/2023
     URI991$567 12/31/2023
Sonora Investment Management Group LLC987$566 12/31/2023
     URI987$566 12/31/2023
Premier Path Wealth Partners LLC769$556 03/31/2024
     URI769$556 03/31/2024
Focus Financial Network Inc. ADV970$556 12/31/2023
     URI970$556 12/31/2023
Keel Point LLC766$552 03/31/2024
     URI766$552 03/31/2024
NEOS Investment Management LLC961$551 12/31/2023
     URI961$551 12/31/2023
Kestra Private Wealth Services LLC945$542 12/31/2023
     URI945$542 12/31/2023
Modera Wealth Management LLC941$540 12/31/2023
     URI941$540 12/31/2023
La Banque Postale Asset Management SA937$537 12/31/2023
     URI937$537 12/31/2023
First Bank & Trust739$533 03/31/2024
     URI739$533 03/31/2024
Peddock Capital Advisors LLC927$532 12/31/2023
     URI927$532 12/31/2023
RMB Capital Management LLC924$530 12/31/2023
     URI924$530 12/31/2023
TBH Global Asset Management LLC918$526 12/31/2023
     URI918$526 12/31/2023
Qtron Investments LLC915$525 12/31/2023
     URI915$525 12/31/2023
Cigna Investments Inc. New721$520 03/31/2024
     URI721$520 03/31/2024
Cidel Asset Management Inc.906$520 12/31/2023
     URI906$520 12/31/2023
Foundations Investment Advisors LLC901$517 12/31/2023
     URI901$517 12/31/2023
CAPROCK Group Inc.900$516 12/31/2023
     URI900$516 12/31/2023
EHP Funds Inc.900$516 12/31/2023
     URI900$516 12/31/2023
Procyon Private Wealth Partners LLC708$511 03/31/2024
     URI708$511 03/31/2024
Centaurus Financial Inc.887$509 12/31/2023
     URI887$509 12/31/2023
Silvercrest Asset Management Group LLC886$508 12/31/2023
     URI886$508 12/31/2023
CENTRAL TRUST Co700$505 03/31/2024
     URI700$505 03/31/2024
Bridgefront Capital LLC881$505 12/31/2023
     URI881$505 12/31/2023
GAMMA Investing LLC697$503 03/31/2024
     URI697$503 03/31/2024
Penn Capital Management Co. Inc.870$499 12/31/2023
     URI870$499 12/31/2023
Valeo Financial Advisors LLC690$498 03/31/2024
     URI690$498 03/31/2024
Eqis Capital Management Inc.860$493 12/31/2023
     URI860$493 12/31/2023
Swisher Financial Concepts Inc.720$490 03/31/2024
     URI720$490 03/31/2024
1776 Wealth LLC850$487 12/31/2023
     URI850$487 12/31/2023
SeaCrest Wealth Management LLC672$485 03/31/2024
     URI672$485 03/31/2024
Summit Trail Advisors LLC669$482 03/31/2024
     URI669$482 03/31/2024
Profund Advisors LLC837$480 12/31/2023
     URI837$480 12/31/2023
Team Hewins LLC835$479 12/31/2023
     URI835$479 12/31/2023
First Citizens Bank & Trust Co.663$478 03/31/2024
     URI663$478 03/31/2024
Dynamic Advisor Solutions LLC656$473 03/31/2024
     URI656$473 03/31/2024
Scientech Research LLC823$472 12/31/2023
     URI823$472 12/31/2023
Win Advisors Inc.647$467 03/31/2024
     URI647$467 03/31/2024
DAVENPORT & Co LLC812$466 12/31/2023
     URI812$466 12/31/2023
SageView Advisory Group LLC813$466 12/31/2023
     URI813$466 12/31/2023
Maverick Capital Ltd.804$461 12/31/2023
     URI804$461 12/31/2023
Adell Harriman & Carpenter Inc.800$459 12/31/2023
     URI800$459 12/31/2023
Haverford Trust Co.799$458 12/31/2023
     URI799$458 12/31/2023
Financial Network Wealth Management LLC800$458 12/31/2023
     URI800$458 12/31/2023
Fielder Capital Group LLC792$454 12/31/2023
     URI792$454 12/31/2023
Vestmark Advisory Solutions Inc.787$451 12/31/2023
     URI787$451 12/31/2023
Siemens Fonds Invest GmbH772$443 12/31/2023
     URI772$443 12/31/2023
Lake Street Advisors Group LLC769$441 12/31/2023
     URI769$441 12/31/2023
Valmark Advisers Inc.765$439 12/31/2023
     URI765$439 12/31/2023
Calton & Associates Inc.607$438 03/31/2024
     URI607$438 03/31/2024
Meiji Yasuda Asset Management Co Ltd.764$438 12/31/2023
     URI764$438 12/31/2023
Transatlantique Private Wealth LLC761$436 12/31/2023
     URI761$436 12/31/2023
Knollwood Investment Advisory LLC757$434 12/31/2023
     URI757$434 12/31/2023
Jackson Creek Investment Advisors LLC754$432 12/31/2023
     URI754$432 12/31/2023
Adviser Investments LLC743$426 12/31/2023
     URI743$426 12/31/2023
Middleton & Co Inc MA726$416 12/31/2023
     URI726$416 12/31/2023
Forum Financial Management LP725$416 12/31/2023
     URI725$416 12/31/2023
LVZ Advisors Inc.575$415 03/31/2024
     URI575$415 03/31/2024
Weiss Asset Management LP723$415 12/31/2023
     URI723$415 12/31/2023
Worth Financial Advisory Group LLC718$412 12/31/2023
     URI718$412 12/31/2023
Welch & Forbes LLC708$406 12/31/2023
     URI708$406 12/31/2023
Paragon Private Wealth Management LLC708$406 12/31/2023
     URI708$406 12/31/2023
Smithfield Trust Co.690$398 12/31/2023
     URI690$398 12/31/2023
Prospera Financial Services Inc694$398 12/31/2023
     URI694$398 12/31/2023
Alps Advisors Inc.688$395 12/31/2023
     URI688$395 12/31/2023
Prelude Capital Management LLC687$394 12/31/2023
     URI687$394 12/31/2023
Sigma Planning Corp685$393 12/31/2023
     URI685$393 12/31/2023
HighPoint Advisor Group LLC555$391 12/31/2023
     URI555$391 12/31/2023
Cornerstone Wealth Management LLC541$390 03/31/2024
     URI541$390 03/31/2024
PFG Advisors678$389 12/31/2023
     URI678$389 12/31/2023
Alpha Cubed Investments LLC538$388 03/31/2024
     URI538$388 03/31/2024
LGT Fund Management Co Ltd.670$388 12/31/2023
     URI670$388 12/31/2023
NorthRock Partners LLC672$385 12/31/2023
     URI672$385 12/31/2023
Financial Partners Group Inc671$385 12/31/2023
     URI671$385 12/31/2023
New Jersey Better Educational Savings Trust670$384 12/31/2023
     URI670$384 12/31/2023
Heritage Wealth Advisors663$380 12/31/2023
     URI663$380 12/31/2023
Torray LLC660$378 12/31/2023
     URI660$378 12/31/2023
Klingman & Associates LLC648$372 12/31/2023
     URI648$372 12/31/2023
Parsons Capital Management Inc. RI515$371 03/31/2024
     URI515$371 03/31/2024
Gerber Kawasaki Wealth & Investment Management646$370 12/31/2023
     URI646$370 12/31/2023
Walden Wealth Partners LLC532$369 03/31/2024
     URI532$369 03/31/2024
CX Institutional509$367 03/31/2024
     URI509$367 03/31/2024
Sontag Advisory LLC636$365 12/31/2023
     URI636$365 12/31/2023
UniSuper Management Pty Ltd634$364 12/31/2023
     URI634$364 12/31/2023
Salem Investment Counselors Inc.504$363 03/31/2024
     URI504$363 03/31/2024
Patriot Financial Group Insurance Agency LLC634$363 12/31/2023
     URI634$363 12/31/2023
Perigon Wealth Management LLC632$362 12/31/2023
     URI632$362 12/31/2023
Neville Rodie & Shaw Inc.500$361 03/31/2024
     URI500$361 03/31/2024
Deltec Asset Management LLC500$361 03/31/2024
     URI500$361 03/31/2024
Murphy Pohlad Asset Management LLC500$361 03/31/2024
     URI500$361 03/31/2024
Arete Wealth Advisors LLC627$360 12/31/2023
     URI627$360 12/31/2023
NBT Bank N A NY494$356 03/31/2024
     URI494$356 03/31/2024
Beacon Investment Advisory Services Inc.620$356 12/31/2023
     URI620$356 12/31/2023
Tennessee Valley Asset Management Partners490$353 03/31/2024
     URI490$353 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management615$353 12/31/2023
     URI615$353 12/31/2023
Wilson & Boucher Capital Management LLC614$352 12/31/2023
     URI614$352 12/31/2023
Steele Capital Management Inc.485$350 03/31/2024
     URI485$350 03/31/2024
Elgethun Capital Management608$349 12/31/2023
     URI608$349 12/31/2023
Range Financial Group LLC478$345 03/31/2024
     URI478$345 03/31/2024
FUKOKU MUTUAL LIFE INSURANCE Co600$344 12/31/2023
     URI600$344 12/31/2023
Green Square Capital Advisors LLC600$344 12/31/2023
     URI600$344 12/31/2023
Mairs & Power Inc.595$341 12/31/2023
     URI595$341 12/31/2023
Mosaic Family Wealth Partners LLC595$341 12/31/2023
     URI595$341 12/31/2023
BSW Wealth Partners461$332 03/31/2024
     URI461$332 03/31/2024
Pinnacle Wealth Planning Services Inc.576$330 12/31/2023
     URI576$330 12/31/2023
Resources Management Corp CT ADV573$329 12/31/2023
     URI573$329 12/31/2023
Evercore Wealth Management LLC573$329 12/31/2023
     URI573$329 12/31/2023
Arcus Capital Partners LLC455$328 03/31/2024
     URI455$328 03/31/2024
Mirabella Financial Services LLP568$326 12/31/2023
     URI568$326 12/31/2023
Hudock Inc.565$324 12/31/2023
     URI565$324 12/31/2023
Ascent Wealth Partners LLC563$323 12/31/2023
     URI563$323 12/31/2023
Americana Partners LLC563$323 12/31/2023
     URI563$323 12/31/2023
Integrated Investment Consultants LLC447$322 03/31/2024
     URI447$322 03/31/2024
Checchi Capital Advisers LLC561$322 12/31/2023
     URI561$322 12/31/2023
Claro Advisors LLC445$321 03/31/2024
     URI445$321 03/31/2024
Altshuler Shaham Ltd559$321 12/31/2023
     URI559$321 12/31/2023
Golden State Equity Partners559$321 12/31/2023
     URI559$321 12/31/2023
Point72 Europe London LLP554$318 12/31/2023
     URI554$318 12/31/2023
DeDora Capital Inc.435$314 03/31/2024
     URI435$314 03/31/2024
BKM Wealth Management LLC436$314 03/31/2024
     URI436$314 03/31/2024
Alpha DNA Investment Management LLC546$313 12/31/2023
     URI546$313 12/31/2023
Burford Brothers Inc.546$313 12/31/2023
     URI546$313 12/31/2023
Norden Group LLC432$312 03/31/2024
     URI432$312 03/31/2024
Fox Hill Wealth Management433$312 03/31/2024
     URI433$312 03/31/2024
Key Financial Inc544$312 12/31/2023
     URI544$312 12/31/2023
Harbor Investment Advisory LLC430$310 03/31/2024
     URI430$310 03/31/2024
UNIVEST FINANCIAL Corp540$310 12/31/2023
     URI540$310 12/31/2023
Belpointe Asset Management LLC539$309 12/31/2023
     URI539$309 12/31/2023
Essex Financial Services Inc.427$308 03/31/2024
     URI427$308 03/31/2024
Sargent Investment Group LLC538$308 12/31/2023
     URI538$308 12/31/2023
Beck Bode LLC535$307 12/31/2023
     URI535$307 12/31/2023
AlphaCentric Advisors LLC425$306 03/31/2024
     URI425$306 03/31/2024
Everhart Financial Group Inc.532$305 12/31/2023
     URI532$305 12/31/2023
Gateway Advisory LLC530$304 12/31/2023
     URI530$304 12/31/2023
Glassman Wealth Services530$304 12/31/2023
     URI530$304 12/31/2023
Wealth Alliance528$303 12/31/2023
     URI528$303 12/31/2023
Dorsey & Whitney Trust CO LLC527$302 12/31/2023
     URI527$302 12/31/2023
Resources Investment Advisors LLC.526$302 12/31/2023
     URI526$302 12/31/2023
Guardian Wealth Advisors LLC NC527$302 12/31/2023
     URI527$302 12/31/2023
Opal Wealth Advisors LLC418$301 03/31/2024
     URI418$301 03/31/2024
Capital Advisors Ltd. LLC416$300 03/31/2024
     URI416$300 03/31/2024
Stratos Wealth Advisors LLC415$299 03/31/2024
     URI415$299 03/31/2024
First Horizon Advisors Inc.520$298 12/31/2023
     URI520$298 12/31/2023
Kovitz Investment Group Partners LLC520$298 12/31/2023
     URI520$298 12/31/2023
CNB Bank520$298 12/31/2023
     URI520$298 12/31/2023
Watershed Asset Management L.L.C.517$296 12/31/2023
     URI517$296 12/31/2023
Moss Adams Wealth Advisors LLC516$296 12/31/2023
     URI516$296 12/31/2023
Conning Inc.512$294 12/31/2023
     URI512$294 12/31/2023
First National Trust Co511$293 12/31/2023
     URI511$293 12/31/2023
BOS Asset Management LLC508$291 12/31/2023
     URI508$291 12/31/2023
Abacus Planning Group Inc.402$290 03/31/2024
     URI402$290 03/31/2024
Quadrant Capital Group LLC506$290 12/31/2023
     URI506$290 12/31/2023
Kraft Davis & Associates LLC454$289 12/31/2023
     URI454$289 12/31/2023
Sandhill Capital Partners LLC502$288 12/31/2023
     URI502$288 12/31/2023
Harvest Fund Management Co. Ltd502$288 12/31/2023
     URI502$288 12/31/2023
Fayez Sarofim & Co500$287 12/31/2023
     URI500$287 12/31/2023
CSS LLC IL500$287 12/31/2023
     URI500$287 12/31/2023
Wellington Shields Capital Management LLC500$287 12/31/2023
     URI500$287 12/31/2023
Aries Wealth Management500$287 12/31/2023
     URI500$287 12/31/2023
Accent Capital Management LLC500$287 12/31/2023
     URI500$287 12/31/2023
Leavell Investment Management Inc.395$285 03/31/2024
     URI395$285 03/31/2024
Campion Asset Management LLC495$284 12/31/2023
     URI495$284 12/31/2023
Hills Bank & Trust Co490$281 12/31/2023
     URI490$281 12/31/2023
Armistice Capital LLC490$281 12/31/2023
     URI490$281 12/31/2023
Gryphon Financial Partners LLC490$281 12/31/2023
     URI490$281 12/31/2023
Householder Group Estate & Retirement Specialist LLC484$277 12/31/2023
     URI484$277 12/31/2023
Investors Asset Management of Georgia Inc. GA ADV383$276 03/31/2024
     URI383$276 03/31/2024
Mach 1 Financial Group Inc.477$274 12/31/2023
     URI477$274 12/31/2023
Fidelis Capital Partners LLC478$274 12/31/2023
     URI478$274 12/31/2023
Coastal Investment Advisors Inc.374$269 03/31/2024
     URI374$269 03/31/2024
Five Oceans Advisors372$268 03/31/2024
     URI372$268 03/31/2024
Greytown Advisors Inc.467$268 12/31/2023
     URI467$268 12/31/2023
Lake Street Financial LLC368$265 03/31/2024
     URI368$265 03/31/2024
Cascade Investment Group Inc.460$264 12/31/2023
     URI460$264 12/31/2023
Transcend Wealth Collective LLC459$263 12/31/2023
     URI459$263 12/31/2023
Smith Chas P & Associates PA Cpas456$261 12/31/2023
     URI456$261 12/31/2023
GUNN & Co INVESTMENT MANAGEMENT INC.456$261 12/31/2023
     URI456$261 12/31/2023
Evergreen Capital Management LLC452$259 12/31/2023
     URI452$259 12/31/2023
Plancorp LLC451$259 12/31/2023
     URI451$259 12/31/2023
Terra Nova Asset Management LLC450$258 12/31/2023
     URI450$258 12/31/2023
First County Bank CT 450$258 12/31/2023
     URI450$258 12/31/2023
Darden Wealth Group Inc450$258 12/31/2023
     URI450$258 12/31/2023
Verdence Capital Advisors LLC449$257 12/31/2023
     URI449$257 12/31/2023
Elmwood Wealth Management Inc.448$257 12/31/2023
     URI448$257 12/31/2023
Benchmark Investment Advisors LLC446$256 12/31/2023
     URI446$256 12/31/2023
Wesbanco Bank Inc.353$255 03/31/2024
     URI353$255 03/31/2024
Moody National Bank Trust Division352$254 03/31/2024
     URI352$254 03/31/2024
PDS Planning Inc439$252 12/31/2023
     URI439$252 12/31/2023
Allworth Financial LP439$252 12/31/2023
     URI439$252 12/31/2023
Skopos Labs Inc.435$249 12/31/2023
     URI435$249 12/31/2023
Quantum Financial Advisors LLC434$249 12/31/2023
     URI434$249 12/31/2023
Courier Capital LLC342$247 03/31/2024
     URI342$247 03/31/2024
Fountainhead AM LLC425$244 12/31/2023
     URI425$244 12/31/2023
First Dallas Securities Inc.335$242 03/31/2024
     URI335$242 03/31/2024
Isthmus Partners LLC420$241 12/31/2023
     URI420$241 12/31/2023
Desjardins Global Asset Management Inc.418$240 12/31/2023
     URI418$240 12/31/2023
HBK Sorce Advisory LLC418$239 12/31/2023
     URI418$239 12/31/2023
Avalon Trust Co415$238 12/31/2023
     URI415$238 12/31/2023
ORBA Wealth Advisors L.L.C.410$235 12/31/2023
     URI410$235 12/31/2023
Brave Asset Management Inc.403$231 12/31/2023
     URI403$231 12/31/2023
Concurrent Investment Advisors LLC403$231 12/31/2023
     URI403$231 12/31/2023
Shelton Capital Management401$230 12/31/2023
     URI401$230 12/31/2023
ORG Partners LLC400$230 12/31/2023
     URI400$230 12/31/2023
Twin Capital Management Inc.396$227 12/31/2023
     URI396$227 12/31/2023
Precision Wealth Strategies LLC395$227 12/31/2023
     URI395$227 12/31/2023
Callan Family Office LLC396$227 12/31/2023
     URI396$227 12/31/2023
Journey Strategic Wealth LLC393$225 12/31/2023
     URI393$225 12/31/2023
Drive Wealth Management LLC310$224 03/31/2024
     URI310$224 03/31/2024
Rathbone Brothers plc391$224 12/31/2023
     URI391$224 12/31/2023
Capital Analysts LLC391$224 12/31/2023
     URI391$224 12/31/2023
Eisler Capital UK Ltd.390$224 12/31/2023
     URI390$224 12/31/2023
Connectus Wealth LLC388$223 12/31/2023
     URI388$223 12/31/2023
Chicago Partners Investment Group LLC384$222 12/31/2023
     URI384$222 12/31/2023
TCI Wealth Advisors Inc.386$221 12/31/2023
     URI386$221 12/31/2023
David Loasby408$221 12/31/2023
     URI408$221 12/31/2023
One Wealth Advisors LLC302$218 03/31/2024
     URI302$218 03/31/2024
Balyasny Asset Management LLC381$218 12/31/2023
     URI381$218 12/31/2023
Farmers & Merchants Investments Inc.300$216 03/31/2024
     URI300$216 03/31/2024
MorganRosel Wealth Management LLC300$216 03/31/2024
     URI300$216 03/31/2024
Benjamin F. Edwards & Company Inc.376$215 12/31/2023
     URI376$215 12/31/2023
Center For Asset Management LLC371$213 12/31/2023
     URI371$213 12/31/2023
Strategic Blueprint LLC292$211 03/31/2024
     URI292$211 03/31/2024
Forbes J M & Co. LLP290$209 03/31/2024
     URI290$209 03/31/2024
Capital Asset Advisory Services LLC295$209 03/31/2024
     URI295$209 03/31/2024
Anchor Investment Management LLC364$209 12/31/2023
     URI364$209 12/31/2023
Fluent Financial LLC289$208 03/31/2024
     URI289$208 03/31/2024
Bartlett & Co. LLC360$208 12/31/2023
     URI360$208 12/31/2023
Bartlett & CO. Wealth Management LLC360$208 12/31/2023
     URI360$208 12/31/2023
Magnus Financial Group LLC362$207 12/31/2023
     URI362$207 12/31/2023
Great Diamond Partners LLC360$206 12/31/2023
     URI360$206 12/31/2023
Sentry Investment Management LLC358$205 12/31/2023
     URI358$205 12/31/2023
Morningstar Investment Services LLC352$204 12/31/2023
     URI352$204 12/31/2023
Allen Capital Group LLC279$201 03/31/2024
     URI279$201 03/31/2024
Brighton Jones LLC349$200 12/31/2023
     URI349$200 12/31/2023
Global Retirement Partners LLC270$195 03/31/2024
     URI270$195 03/31/2024
Farther Finance Advisors LLC329$189 12/31/2023
     URI329$189 12/31/2023
Gleason Group Inc.254$183 03/31/2024
     URI254$183 03/31/2024
ST Germain D J Co. Inc.253$182 03/31/2024
     URI253$182 03/31/2024
GeoWealth Management LLC316$181 12/31/2023
     URI316$181 12/31/2023
Optimum Investment Advisors250$180 03/31/2024
     URI250$180 03/31/2024
Quent Capital LLC313$179 12/31/2023
     URI313$179 12/31/2023
GPS Wealth Strategies Group LLC284$163 12/31/2023
     URI284$163 12/31/2023
Huntington National Bank274$157 12/31/2023
     URI274$157 12/31/2023
LFA Lugano Financial Advisors SA271$155 12/31/2023
     URI271$155 12/31/2023
Smartleaf Asset Management LLC251$145 12/31/2023
     URI251$145 12/31/2023
Alta Advisers Ltd200$144 03/31/2024
     URI200$144 03/31/2024
Mark Sheptoff Financial Planning LLC250$143 12/31/2023
     URI250$143 12/31/2023
Cetera Trust Company N.A246$141 12/31/2023
     URI246$141 12/31/2023
Massmutual Trust Co. FSB ADV192$138 03/31/2024
     URI192$138 03/31/2024
Prestige Wealth Management Group LLC240$138 12/31/2023
     URI240$138 12/31/2023
Empire Life Investments Inc.233$134 12/31/2023
     URI233$134 12/31/2023
First Manhattan Co.230$132 12/31/2023
     URI230$132 12/31/2023
Disciplina Capital Management LLC231$132 12/31/2023
     URI231$132 12/31/2023
Creative Financial Designs Inc. ADV225$129 12/31/2023
     URI225$129 12/31/2023
United Community Bank225$129 12/31/2023
     URI225$129 12/31/2023
Proequities Inc. $125 12/31/2023
     URI218$125 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Icon Wealth Advisors LLC201$115 12/31/2023
     URI201$115 12/31/2023
Webster Bank N. A.150$108 03/31/2024
     URI150$108 03/31/2024
Ronald Blue Trust Inc.169$97 12/31/2023
     URI169$97 12/31/2023
Westpac Banking Corp163$93 12/31/2023
     URI163$93 12/31/2023
Dividend Assets Capital LLC163$93 12/31/2023
     URI163$93 12/31/2023
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH126$91 03/31/2024
     URI126$91 03/31/2024
E Fund Management Hong Kong Co. Ltd.125$90 03/31/2024
     URI125$90 03/31/2024
Ancora Advisors LLC147$84 12/31/2023
     URI147$84 12/31/2023
Turtle Creek Wealth Advisors LLC140$80 12/31/2023
     URI140$80 12/31/2023
Planned Solutions Inc.135$77 12/31/2023
     URI135$77 12/31/2023
WASHINGTON TRUST Co105$76 03/31/2024
     URI105$76 03/31/2024
Beacon Capital Management LLC130$75 12/31/2023
     URI130$75 12/31/2023
Wellington Shields & Co. LLC127$73 12/31/2023
     URI127$73 12/31/2023
Ritter Daniher Financial Advisory LLC DE125$72 12/31/2023
     URI125$72 12/31/2023
EverSource Wealth Advisors LLC116$67 12/31/2023
     URI116$67 12/31/2023
JFS Wealth Advisors LLC111$64 12/31/2023
     URI111$64 12/31/2023
Eagle Bay Advisors LLC109$63 12/31/2023
     URI109$63 12/31/2023
Bangor Savings Bank86$62 03/31/2024
     URI86$62 03/31/2024
Manchester Capital Management LLC108$62 12/31/2023
     URI108$62 12/31/2023
Delta Asset Management LLC TN100$57 12/31/2023
     URI100$57 12/31/2023
Tortoise Investment Management LLC100$57 12/31/2023
     URI100$57 12/31/2023
Colonial Trust Co SC99$57 12/31/2023
     URI99$57 12/31/2023
Impact Partnership Wealth LLC100$57 12/31/2023
     URI100$57 12/31/2023
General Partner Inc.77$56 03/31/2024
     URI77$56 03/31/2024
Park Place Capital Corp77$56 03/31/2024
     URI77$56 03/31/2024
Annis Gardner Whiting Capital Advisors LLC97$56 12/31/2023
     URI97$56 12/31/2023
IAG Wealth Partners LLC75$54 03/31/2024
     URI75$54 03/31/2024
Arlington Trust Co LLC75$54 03/31/2024
     URI75$54 03/31/2024
Pineridge Advisors LLC91$52 12/31/2023
     URI91$52 12/31/2023
Jackson Grant Investment Advisers Inc.89$51 12/31/2023
     URI89$51 12/31/2023
Resurgent Financial Advisors LLC89$51 12/31/2023
     URI89$51 12/31/2023
St. Johns Investment Management Company LLC70$50 03/31/2024
     URI70$50 03/31/2024
DHJJ Financial Advisors Ltd.70$50 03/31/2024
     URI70$50 03/31/2024
Byrne Asset Management LLC67$48 03/31/2024
     URI67$48 03/31/2024
NBC Securities Inc.65$46 03/31/2024
     URI65$46 03/31/2024
Knott David M Jr78$45 12/31/2023
     URI78$45 12/31/2023
MCF Advisors LLC60$43 03/31/2024
     URI60$43 03/31/2024
Register Financial Advisors LLC60$43 03/31/2024
     URI60$43 03/31/2024
Ogorek Anthony Joseph NY ADV72$41 12/31/2023
     URI72$41 12/31/2023
Silicon Valley Capital Partners70$40 12/31/2023
     URI70$40 12/31/2023
Deseret Mutual Benefit Administrators70$40 12/31/2023
     URI70$40 12/31/2023
Twin Lakes Capital Management LLC67$38 12/31/2023
     URI67$38 12/31/2023
Larson Financial Group LLC65$37 12/31/2023
     URI65$37 12/31/2023
Retirement Group LLC65$37 12/31/2023
     URI65$37 12/31/2023
Live Oak Investment Partners65$37 12/31/2023
     URI65$37 12/31/2023
Asset Dedication LLC50$36 03/31/2024
     URI50$36 03/31/2024
PFS Partners LLC50$36 03/31/2024
     URI50$36 03/31/2024
Verition Fund Management LLC $36 12/31/2023
     URI462$265 12/31/2023
     Put400$229 12/31/2023
Baystate Wealth Management LLC62$36 12/31/2023
     URI62$36 12/31/2023
Quarry LP63$36 12/31/2023
     URI63$36 12/31/2023
Davis Capital Management48$34 03/31/2024
     URI48$34 03/31/2024
Center for Financial Planning Inc.60$34 12/31/2023
     URI60$34 12/31/2023
OFI Invest Asset Management59$34 12/31/2023
     URI59$34 12/31/2023
Private Wealth Management Group LLC60$34 12/31/2023
     URI60$34 12/31/2023
Brown Brothers Harriman & Co.58$33 12/31/2023
     URI58$33 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA55$32 12/31/2023
     URI55$32 12/31/2023
Covestor Ltd54$32 12/31/2023
     URI54$32 12/31/2023
Riverview Trust Co43$31 03/31/2024
     URI43$31 03/31/2024
Rise Advisors LLC39$28 03/31/2024
     URI39$28 03/31/2024
Zions Bancorporation N.A.45$26 12/31/2023
     URI45$26 12/31/2023
First Financialcorp IN34$25 03/31/2024
     URI34$25 03/31/2024
Bruce G. Allen Investments LLC35$25 03/31/2024
     URI35$25 03/31/2024
Evergreen Private Wealth LLC35$25 03/31/2024
     URI35$25 03/31/2024
Laurel Wealth Advisors LLC40$23 12/31/2023
     URI40$23 12/31/2023
Bell Investment Advisors Inc38$22 12/31/2023
     URI38$22 12/31/2023
Foster Dykema Cabot & Partners LLC39$22 12/31/2023
     URI39$22 12/31/2023
Your Advocates Ltd. LLP37$21 12/31/2023
     URI37$21 12/31/2023
Carmichael Hill & Associates Inc.25$18 03/31/2024
     URI25$18 03/31/2024
Pinnacle Bank24$17 03/31/2024
     URI24$17 03/31/2024
Jones Financial Companies Lllp29$17 12/31/2023
     URI29$17 12/31/2023
Abich Financial Wealth Management LLC30$17 12/31/2023
     URI30$17 12/31/2023
Tsfg LLC22$16 03/31/2024
     URI22$16 03/31/2024
Caldwell Sutter Capital Inc.21$15 03/31/2024
     URI21$15 03/31/2024
AdvisorNet Financial Inc21$15 03/31/2024
     URI21$15 03/31/2024
MV Capital Management Inc.21$15 03/31/2024
     URI21$15 03/31/2024
GW&K Investment Management LLC27$15 12/31/2023
     URI27$15 12/31/2023
Distillate Capital Partners LLC27$15 12/31/2023
     URI27$15 12/31/2023
Nemes Rush Group LLC25$14 12/31/2023
     URI25$14 12/31/2023
SJS Investment Consulting Inc.18$13 03/31/2024
     URI18$13 03/31/2024
Castleview Partners LLC22$13 12/31/2023
     URI22$13 12/31/2023
Long Island Wealth Management Inc.23$13 12/31/2023
     URI23$13 12/31/2023
Hexagon Capital Partners LLC16$12 03/31/2024
     URI16$12 03/31/2024
Wetzel Investment Advisors Inc.15$11 03/31/2024
     URI15$11 03/31/2024
RFP Financial Group LLC19$11 12/31/2023
     URI19$11 12/31/2023
Valley National Advisers Inc.14$10 03/31/2024
     URI14$10 03/31/2024
Aspire Private Capital LLC14$10 03/31/2024
     URI14$10 03/31/2024
SRS Capital Advisors Inc.18$10 12/31/2023
     URI18$10 12/31/2023
Loomis Sayles & Co. L P15$9 12/31/2023
     URI15$9 12/31/2023
HHM Wealth Advisors LLC15$9 12/31/2023
     URI15$9 12/31/2023
Raleigh Capital Management Inc.14$8 12/31/2023
     URI14$8 12/31/2023
Redmont Wealth Advisors LLC10$7 03/31/2024
     URI10$7 03/31/2024
DiNuzzo Private Wealth Inc.12$7 12/31/2023
     URI12$7 12/31/2023
Frazier Financial Advisors LLC12$7 12/31/2023
     URI12$7 12/31/2023
Valued Wealth Advisors LLC12$7 12/31/2023
     URI12$7 12/31/2023
Financial Management Professionals Inc.8$6 03/31/2024
     URI8$6 03/31/2024
Fortitude Family Office LLC8$6 03/31/2024
     URI8$6 03/31/2024
Harel Insurance Investments & Financial Services Ltd.10$6 12/31/2023
     URI10$6 12/31/2023
Colonial Trust Advisors11$6 12/31/2023
     URI11$6 12/31/2023
Oliver Lagore Vanvalin Investment Group11$6 12/31/2023
     URI11$6 12/31/2023
Versant Capital Management Inc7$5 03/31/2024
     URI7$5 03/31/2024
Kayne Anderson Rudnick Investment Management LLC8$5 12/31/2023
     URI8$5 12/31/2023
Lee Financial Co8$5 12/31/2023
     URI8$5 12/31/2023
Sound Income Strategies LLC5$4 03/31/2024
     URI5$4 03/31/2024
JJJ Advisors Inc.4$3 03/31/2024
     URI4$3 03/31/2024
Motco5$3 12/31/2023
     URI5$3 12/31/2023
Beaird Harris Wealth Management LLC6$3 12/31/2023
     URI6$3 12/31/2023
Cape Investment Advisory Inc.5$3 12/31/2023
     URI5$3 12/31/2023
ICA Group Wealth Management LLC5$3 12/31/2023
     URI5$3 12/31/2023
Dunhill Financial LLC6$3 12/31/2023
     URI6$3 12/31/2023
Aspect Partners LLC5$3 12/31/2023
     URI5$3 12/31/2023
Rakuten Securities Inc.6$3 12/31/2023
     URI6$3 12/31/2023
North Star Investment Management Corp.4$2 12/31/2023
     URI4$2 12/31/2023
ClariVest Asset Management LLC4$2 12/31/2023
     URI4$2 12/31/2023
Plante Moran Financial Advisors LLC3$2 12/31/2023
     URI3$2 12/31/2023
Johnson Financial Group Inc.3$2 12/31/2023
     URI3$2 12/31/2023
Salomon & Ludwin LLC4$2 12/31/2023
     URI4$2 12/31/2023
Avion Wealth3$2 12/31/2023
     URI3$2 12/31/2023
Carolinas Wealth Consulting LLC4$2 12/31/2023
     URI4$2 12/31/2023
VitalStone Financial LLC3$2 12/31/2023
     URI3$2 12/31/2023
True Wealth Design LLC3$2 12/31/2023
     URI3$2 12/31/2023
Plato Investment Management Ltd3$2 12/31/2023
     URI3$2 12/31/2023
Lummis Asset Management LP3$2 12/31/2023
     URI3$2 12/31/2023
WealthCollab LLC4$2 12/31/2023
     URI4$2 12/31/2023
Perkins Coie Trust Co1$1 03/31/2024
     URI1$1 03/31/2024
West Paces Advisors Inc.2$1 03/31/2024
     URI2$1 03/31/2024
Transamerica Financial Advisors Inc.1$1 12/31/2023
     URI1$1 12/31/2023
Scarborough Advisors LLC2$1 12/31/2023
     URI2$1 12/31/2023
TFC Financial Management2$1 12/31/2023
     URI2$1 12/31/2023
Ables Iannone Moore & Associates Inc.1$1 12/31/2023
     URI1$1 12/31/2023
Financial Gravity Asset Management Inc.0$0 12/31/2023
     URI0$0 12/31/2023
Readystate Asset Management LP $0 12/31/2023
     Put3,300$1,892 12/31/2023
     Call3,300$1,892 12/31/2023
Point72 Middle East FZE $0 12/31/2023
     Put5,400$3,096 12/31/2023
     Call5,400$3,096 12/31/2023
Point72 Asset Management L.P. $-172 12/31/2023
     Put300$172 12/31/2023
Caas Capital Management LP $-286 12/31/2023
     Put1,300$745 12/31/2023
     Call800$459 12/31/2023
XR Securities LLC $-401 12/31/2023
     Put1,200$688 12/31/2023
     Call500$287 12/31/2023
SpiderRock Advisors LLC $-1,140 12/31/2023
     Put3,000$1,140 12/31/2023
Interval Partners LP $-2,294 12/31/2023
     Put40$2,294 12/31/2023
Walleye Capital LLC $-3,039 12/31/2023
     Put14,100$8,085 12/31/2023
     Call8,800$5,046 12/31/2023
Walleye Trading LLC $-15,526 12/31/2023
     Put69,300$39,738 12/31/2023
     Call33,000$18,923 12/31/2023
     URI9,224$5,289 12/31/2023
Capstone Investment Advisors LLC $-19,897 12/31/2023
     Put36,900$21,159 12/31/2023
     Call2,200$1,262 12/31/2023
BW Gestao de Investimentos Ltda. $-22,937 12/31/2023
     Put40,000$22,937 12/31/2023
Citadel Advisors LLC $-55,187 12/31/2023
     Put440,700$252,706 12/31/2023
     Call341,700$195,938 12/31/2023
     URI2,757$1,581 12/31/2023
Susquehanna International Group LLP $-55,348 12/31/2023
     Put822,700$471,753 12/31/2023
     Call627,100$359,592 12/31/2023
     URI99,077$56,813 12/31/2023
Simplex Trading LLC $-71,865 12/31/2023
     Put241,800$138,652 12/31/2023
     Call110,500$63,362 12/31/2023
     URI5,973$3,425 12/31/2023
Apollo Management Holdings L.P. $-154,823 12/31/2023
     Put270,000$154,823 12/31/2023
Genus Capital Management Inc.9,610$-5,510,566 12/31/2023
     Put9,610$5,510,566 12/31/2023

See Summary: Institutional Holders of United Rentals
See Details: Top 10 Hedge Funds Holding United Rentals
Also See: URI Insider Buying
Also See: URI Holdings Changes
Analysts Forecast: United Rentals Price Target

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