ACI Worldwide Inc (ACIW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares3,258,024 from 3,155,479

Change+102,545 (+3%)

Value$159.2M (+$563.8K)

Filed 2026-11-04

Congress Asset Management Co

INCREASED

Shares1,737,223 from 1,592,306

Change+144,917 (+9%)

Value$84.9M (+$4.8M)

Filed 2026-10-06

Channing Capital Management, LLC

NEW

Shares1,583,567

Change+1,583,567

Value$77.4M

Filed 2026-11-02

Reinhart Partners, Llc.

DECREASED

Shares1,404,879 from 2,424,247

Change-1,019,368 (-42%)

Value$68.7M (-$53.2M)

Filed 2026-10-09

Bank of New York Mellon Corp

DECREASED

Shares630,077 from 635,292

Change-5,215 (-1%)

Value$30.8M (-$1.2M)

Filed 2026-11-05

Principal Financial Group Inc

DECREASED

Shares595,176 from 598,930

Change-3,754 (-1%)

Value$29.1M (-$1.0M)

Filed 2026-11-02

Swedbank AB

UNCHANGED

Shares444,112 from 444,112

Change0 (0%)

Value$21.7M (-$626.2K)

Filed 2026-10-27

Citigroup Inc

INCREASED

Shares197,419 from 150,527

Change+46,892 (+31%)

Value$9.6M (+$2.1M)

Filed 2026-11-04

Kopion Asset Management, LLC

DECREASED

Shares169,405 from 180,470

Change-11,065 (-6%)

Value$8.3M (-$795.3K)

Filed 2026-10-09

Bridge City Capital, LLC

DECREASED

Shares144,891 from 156,685

Change-11,794 (-8%)

Value$7.1M (-$797.4K)

Filed 2026-10-29

Eulav Asset Management

UNCHANGED

Shares141,800 from 141,800

Change0 (0%)

Value$6.9M (-$199.9K)

Filed 2026-10-23

Seizert Capital Partners, LLC

DECREASED

Shares122,343 from 125,986

Change-3,643 (-3%)

Value$6.0M (-$355.7K)

Filed 2026-10-30

UniSuper Management Pty Ltd

DECREASED

Shares102,594 from 112,017

Change-9,423 (-8%)

Value$5.0M (-$618.5K)

Filed 2026-10-26

New York State Teachers Retirement System

DECREASED

Shares99,861 from 129,461

Change-29,600 (-23%)

Value$4.9M (-$1.6M)

Filed 2026-10-22

Creative Planning

INCREASED

Shares97,263 from 84,888

Change+12,375 (+15%)

Value$4.8M (+$485.2K)

Filed 2026-11-02

Nisa Investment Advisors, LLC

INCREASED

Shares78,154 from 77,327

Change+827 (+1%)

Value$3.8M (-$68.6K)

Filed 2026-10-20

Woodmont Investment Counsel LLC

INCREASED

Shares77,476 from 76,283

Change+1,193 (+2%)

Value$3.8M (-$49.2K)

Filed 2026-10-29

Assenagon Asset Management S.A.

DECREASED

Shares74,594 from 110,063

Change-35,469 (-32%)

Value$3.6M (-$1.9M)

Filed 2026-10-15

Thrivent Financial for Lutherans

DECREASED

Shares64,210 from 66,758

Change-2,548 (-4%)

Value$3.1M (-$218.0K)

Filed 2026-11-05

Inspire Investing, LLC

INCREASED

Shares64,209 from 13,543

Change+50,666 (+374%)

Value$3.1M (+$2.5M)

Filed 2026-10-22

Wedge Capital Management L L P

INCREASED

Shares63,245 from 53,984

Change+9,261 (+17%)

Value$3.1M (+$376.6K)

Filed 2026-10-13

Illinois Municipal Retirement Fund

DECREASED

Shares53,307 from 53,880

Change-573 (-1%)

Value$2.6M (-$104.0K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares51,911 from 68,817

Change-16,906 (-25%)

Value$2.5M (-$923.0K)

Filed 2026-10-15

Knights of Columbus Asset Advisors LLC

INCREASED

Shares50,252 from 49,747

Change+505 (+1%)

Value$2.5M (-$45.5K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares48,755 from 44,144

Change+4,611 (+10%)

Value$2.4M (+$163.0K)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares47,764 from 51,331

Change-3,567 (-7%)

Value$2.3M (-$246.7K)

Filed 2026-11-05

Moran Wealth Management, LLC

DECREASED

Shares45,014 from 45,337

Change-323 (-1%)

Value$2.2M (-$79.7K)

Filed 2026-10-22

SEB Asset Management AB

UNCHANGED

Shares43,311 from 43,311

Change0 (0%)

Value$2.1M (-$61.1K)

Filed 2026-11-04

Louisiana State Employees Retirement System

DECREASED

Shares43,000 from 44,600

Change-1,600 (-4%)

Value$2.1M (-$141.1K)

Filed 2026-10-20

Harbor Capital Advisors, Inc.

DECREASED

Shares42,325 from 61,570

Change-19,245 (-31%)

Value$2.1M (-$1.0M)

Filed 2026-10-22

Oliver Luxxe Assets LLC

INCREASED

Shares36,507 from 36,487

Change+20 (+0%)

Value$1.8M (-$50.5K)

Filed 2026-10-14

Y-Intercept (Hong Kong) Ltd

NEW

Shares34,254

Change+34,254

Value$1.7M

Filed 2026-10-16

State of New Jersey Common Pension Fund D

DECREASED

Shares33,976 from 37,214

Change-3,238 (-9%)

Value$1.7M (-$210.7K)

Filed 2026-11-05

Arizona State Retirement System

INCREASED

Shares28,634 from 27,965

Change+669 (+2%)

Value$1.4M (-$6.7K)

Filed 2026-11-03

Yousif Capital Management, LLC

DECREASED

Shares26,530 from 27,309

Change-779 (-3%)

Value$1.3M (-$76.6K)

Filed 2026-10-22

Amalgamated Bank

DECREASED

Shares26,223 from 27,343

Change-1,120 (-4%)

Value$1.3M (-$93.0K)

Filed 2026-10-23

Atria Investments, Inc

INCREASED

Shares24,852 from 20,844

Change+4,008 (+19%)

Value$1.2M (+$166.5K)

Filed 2026-10-15

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares23,786 from 24,108

Change-322 (-1%)

Value$1.2M (-$49.7K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares22,659 from 23,159

Change-500 (-2%)

Value$1.1M (-$57.1K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares22,438 from 14,864

Change+7,574 (+51%)

Value$1.1M (+$349.3K)

Filed 2026-11-05

Gibbs Wealth Management

INCREASED

Shares20,329 from 18,899

Change+1,430 (+8%)

Value$993.7K (+$43.2K)

Filed 2026-10-22

Jackson Creek Investment Advisors LLC

NEW

Shares20,240

Change+20,240

Value$989.0K

Filed 2026-11-04

Prescott Group Capital Management, L.L.C.

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$977.6K (-$28.2K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares19,181 from 18,397

Change+784 (+4%)

Value$979.6K (-$58.4K)

Filed 2026-10-13

Ethic Inc.

INCREASED

Shares16,811 from 8,021

Change+8,790 (+110%)

Value$821.7K (+$418.3K)

Filed 2026-11-03

Park Avenue Securities LLC

DECREASED

Shares16,651 from 17,953

Change-1,302 (-7%)

Value$814.0K (-$89.0K)

Filed 2026-10-26

Pictet Asset Management Holding SA

DECREASED

Shares15,694 from 16,450

Change-756 (-5%)

Value$767.1K (-$60.1K)

Filed 2026-11-03

Choreo, LLC

DECREASED

Shares15,467 from 15,834

Change-367 (-2%)

Value$756.0K (-$40.2K)

Filed 2026-10-28

ProShare Advisors LLC

DECREASED

Shares14,084 from 14,661

Change-577 (-4%)

Value$688.4K (-$48.9K)

Filed 2026-10-29

Mountain Pacific Investment Advisers LLC

UNCHANGED

Shares12,280 from 12,280

Change0 (0%)

Value$600.2K (-$17.3K)

Filed 2026-10-29

Portside Wealth Group, LLC

INCREASED

Shares12,225 from 11,706

Change+519 (+4%)

Value$597.6K (+$8.9K)

Filed 2026-10-20

Lido Advisors, LLC

INCREASED

Shares12,047 from 11,002

Change+1,045 (+10%)

Value$588.9K (+$35.6K)

Filed 2026-11-04

Strs Ohio

INCREASED

Shares11,800 from 6,700

Change+5,100 (+76%)

Value$576.8K (+$239.8K)

Filed 2026-10-30

Abel Hall, LLC

INCREASED

Shares11,548 from 11,546

Change+2 (+0%)

Value$564.5K (-$16.2K)

Filed 2026-10-19

Mutual of America Capital Management LLC

DECREASED

Shares11,520 from 11,644

Change-124 (-1%)

Value$563.1K (-$22.5K)

Filed 2026-10-23

Swiss Life Asset Management Ltd

INCREASED

Shares11,138 from 10,661

Change+477 (+4%)

Value$544.4K (+$8.3K)

Filed 2026-11-03

Oppenheimer Asset Management Inc.

DECREASED

Shares10,747 from 18,225

Change-7,478 (-41%)

Value$525.3K (-$391.2K)

Filed 2026-10-27

Crossmark Global Holdings, Inc.

DECREASED

Shares10,236 from 11,026

Change-790 (-7%)

Value$500.3K (-$54.2K)

Filed 2026-10-21

Xponance LLC

DECREASED

Shares9,869 from 10,223

Change-354 (-3%)

Value$482.4K (-$31.7K)

Filed 2026-11-03

Truist Financial Corp

DECREASED

Shares8,846 from 9,018

Change-172 (-2%)

Value$432.4K (-$21.1K)

Filed 2026-10-30

Quadrant Capital Group LLC

UNCHANGED

Shares7,849 from 7,849

Change0 (0%)

Value$401.9K (+$7.1K)

Filed 2026-10-20

Allspring Global Investments Holdings, LLC

INCREASED

Shares7,831 from 7,488

Change+343 (+5%)

Value$389.1K (-$4.2K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares7,805 from 6,536

Change+1,269 (+19%)

Value$381.5K (+$52.8K)

Filed 2026-10-08

Elevation Point Wealth Partners, LLC

INCREASED

Shares6,978 from 6,766

Change+212 (+3%)

Value$341.1K (+$858)

Filed 2026-11-05

Virginia Retirement Systems ET Al

DECREASED

Shares6,800 from 24,900

Change-18,100 (-73%)

Value$332.4K (-$919.8K)

Filed 2026-10-28

Axxion S.A.

INCREASED

Shares6,681 from 5,954

Change+727 (+12%)

Value$326.6K (+$27.1K)

Filed 2026-10-22

Lakewood Asset Management LLC

UNCHANGED

Shares6,569 from 6,569

Change0 (0%)

Value$321.1K (-$9.3K)

Filed 2026-10-26

Old National Bancorp

INCREASED

Shares6,479 from 6,355

Change+124 (+2%)

Value$316.7K (-$2.9K)

Filed 2026-10-20

US Bancorp \de\

INCREASED

Shares6,110 from 2,759

Change+3,351 (+121%)

Value$298.7K (+$159.9K)

Filed 2026-11-05

Mitsubishi UFJ Asset Management Co., Ltd.

DECREASED

Shares5,881 from 6,193

Change-312 (-5%)

Value$287.5K (-$24.0K)

Filed 2026-11-05

Retirement Guys Formula LLC

INCREASED

Shares5,708 from 5,410

Change+298 (+6%)

Value$279.0K (+$6.9K)

Filed 2026-10-26

Ritholtz Wealth Management

INCREASED

Shares5,695 from 5,099

Change+596 (+12%)

Value$278.4K (+$21.9K)

Filed 2026-11-05

Pension & Wealth Management Advisors, Inc.

NEW

Shares5,455

Change+5,455

Value$266.7K

Filed 2026-10-16

Hohimer Wealth Management, LLC

INCREASED

Shares5,433 from 5,266

Change+167 (+3%)

Value$265.6K (+$738)

Filed 2026-11-04

CIBC Asset Management Inc

DECREASED

Shares5,212 from 5,241

Change-29 (-1%)

Value$254.8K (-$8.8K)

Filed 2026-11-05

Evergreen Capital Management LLC

DECREASED

Shares5,004 from 5,160

Change-156 (-3%)

Value$244.6K (-$14.9K)

Filed 2026-10-23

Profund Advisors LLC

DECREASED

Shares4,670 from 5,412

Change-742 (-14%)

Value$228.3K (-$43.9K)

Filed 2026-10-29

Norden Group LLC

DECREASED

Shares4,418 from 4,911

Change-493 (-10%)

Value$216.0K (-$31.0K)

Filed 2026-10-20

Inscription Capital, LLC

DECREASED

Shares4,265 from 4,490

Change-225 (-5%)

Value$208.5K (-$17.3K)

Filed 2026-11-02

Crestwood Advisors Group, LLC

INCREASED

Shares4,209 from 4,179

Change+30 (+1%)

Value$205.7K (-$4.4K)

Filed 2026-10-27

Praxis Investment Management Inc

UNCHANGED

Shares4,180 from 4,180

Change0 (0%)

Value$204.0K (-$6.0K)

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares3,395 from 361

Change+3,034 (+840%)

Value$165.9K (+$147.8K)

Filed 2026-10-22

KBC Group NV

DECREASED

Shares3,261 from 4,050

Change-789 (-19%)

Value$159.0K (-$45.0K)

Filed 2026-10-22

DekaBank Deutsche Girozentrale

DECREASED

Shares2,908 from 167,265

Change-164,357 (-98%)

Value$141.0K (+$134.3K)

Filed 2026-10-27

Blue Trust, Inc.

DECREASED

Shares2,901 from 3,342

Change-441 (-13%)

Value$141.8K (-$26.3K)

Filed 2026-10-15

Assetmark, Inc

DECREASED

Shares2,549 from 2,657

Change-108 (-4%)

Value$124.6K (-$9.0K)

Filed 2026-10-21

TD Private Client Wealth LLC

DECREASED

Shares2,209 from 4,546

Change-2,337 (-51%)

Value$108.0K (-$120.6K)

Filed 2026-10-28

Versant Capital Management, Inc

INCREASED

Shares2,015 from 1,938

Change+77 (+4%)

Value$98.5K (+$1.0K)

Filed 2026-10-02

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,838 from 1,821

Change+17 (+1%)

Value$89.8K (-$1.7K)

Filed 2026-10-27

Parkside Financial Bank & Trust

INCREASED

Shares1,639 from 704

Change+935 (+133%)

Value$80.1K (+$44.7K)

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares1,054 from 919

Change+135 (+15%)

Value$51.5K (+$5.3K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares986 from 1,121

Change-135 (-12%)

Value$48.2K (-$8.2K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares951 from 949

Change+2 (+0%)

Value$46.5K (-$1.2K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares853

Change+853

Value$41.7K

Filed 2026-10-21

Salomon & Ludwin, LLC

UNCHANGED

Shares845 from 845

Change0 (0%)

Value$41.3K (-$3.1K)

Filed 2026-10-29

Bayforest Capital Ltd

DECREASED

Shares486 from 2,170

Change-1,684 (-78%)

Value$23.8K (-$85.4K)

Filed 2026-11-03

Bare Financial Services, Inc

INCREASED

Shares445 from 407

Change+38 (+9%)

Value$21.8K (+$1.3K)

Filed 2026-11-04

Elyxium Wealth, LLC

NEW

Shares444

Change+444

Value$21.7K

Filed 2026-10-27

Nova Financial LLC

NEW

Shares416

Change+416

Value$20.3K

Filed 2026-11-04

Essential Partners LLC

UNCHANGED

Shares377 from 377

Change0 (0%)

Value$18.4K (-$531)

Filed 2026-10-14

Capital Advisors, Ltd. LLC

UNCHANGED

Shares363 from 363

Change0 (0%)

Value$18 ($0)

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares350 from 351

Change-1 (0%)

Value$17.1K (-$544)

Filed 2026-10-05

First Command Advisory Services, Inc.

INCREASED

Shares336 from 28

Change+308 (+1100%)

Value$16.4K (+$15.0K)

Filed 2026-11-05

Summit Securities Group LLC

NEW

Shares326

Change+326

Value$15.9K

Filed 2026-11-05

Ares Financial Consulting, LLC

UNCHANGED

Shares294 from 294

Change0 (0%)

Value$14.4K (-$414)

Filed 2026-10-19

KFG LLC

NEW

Shares260

Change+260

Value$12.7K

Filed 2026-11-02

Signaturefd, LLC

INCREASED

Shares257 from 153

Change+104 (+68%)

Value$12.6K (+$4.9K)

Filed 2026-10-23

Signature Equity Partners, LLC

INCREASED

Shares230 from 106

Change+124 (+117%)

Value$11.2K (+$5.9K)

Filed 2026-10-29

J.Safra Asset Management Corp

INCREASED

Shares228 from 161

Change+67 (+42%)

Value$11.1K (+$3.0K)

Filed 2026-11-03

True Wealth Design, LLC

UNCHANGED

Shares206 from 206

Change0 (0%)

Value$10.1K (-$290)

Filed 2026-10-13

First Pacific Financial

DECREASED

Shares197 from 209

Change-12 (-6%)

Value$9.6K (-$881)

Filed 2026-10-14

Gen-Wealth Partners Inc

NEW

Shares187

Change+187

Value$9.1K

Filed 2026-11-04

GK Wealth Management LLC

NEW

Shares173

Change+173

Value$8.5K

Filed 2026-10-09

Rossby Financial, LCC

INCREASED

Shares161 from 156

Change+5 (+3%)

Value$7.9K (+$25)

Filed 2026-11-05

Private Wealth Management Group, LLC

UNCHANGED

Shares148 from 148

Change0 (0%)

Value$7.2K (-$208)

Filed 2026-10-19

Parallel Advisors, LLC

INCREASED

Shares142 from 133

Change+9 (+7%)

Value$6.9K (+$252)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares141

Change+141

Value$6.9K

Filed 2026-10-30

MV Capital Management, Inc.

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$6.8K (-$197)

Filed 2026-10-29

JFS Wealth Advisors, LLC

UNCHANGED

Shares123 from 123

Change0 (0%)

Value$6.0K (-$173)

Filed 2026-11-03

Private Trust Co NA

UNCHANGED

Shares123 from 123

Change0 (0%)

Value$6.0K (-$174)

Filed 2026-10-20

James T. Borello RIA

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$5.9K (-$169)

Filed 2026-10-16

Fortitude Family Office, LLC

INCREASED

Shares112 from 85

Change+27 (+32%)

Value$5.5K (+$1.2K)

Filed 2026-10-14

Farmers & Merchants Investments Inc

INCREASED

Shares103 from 60

Change+43 (+72%)

Value$5.0K (+$2.0K)

Filed 2026-10-22

Central Trust Co

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$3.8K (-$109)

Filed 2026-11-05

Retirement Wealth Solutions LLC

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$3.1K (-$89)

Filed 2026-10-07

Cape Investment Advisory, Inc.

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$2.9K (-$84)

Filed 2026-10-13

Bell Investment Advisors, Inc

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$2.4K (-$69)

Filed 2026-10-29

Financial Network Wealth Advisors LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$2.4K (-$69)

Filed 2026-10-28

Caitong International Asset Management Co., Ltd

NEW

Shares47

Change+47

Value$2.3K

Filed 2026-10-29

SJS Investment Consulting Inc.

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$2.2K (-$65)

Filed 2026-10-26

Larson Financial Group LLC

DECREASED

Shares38 from 39

Change-1 (-3%)

Value$1.9K (-$104)

Filed 2026-11-05

Burk Holdings LLC

NEW

Shares36

Change+36

Value$1.8K

Filed 2026-11-05

Creative Capital Management Investments LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$1.7K (-$49)

Filed 2026-10-28

Marquette Asset Management, LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$1.5K (-$43)

Filed 2026-10-09

Physician Wealth Advisors, Inc.

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.4K (-$41)

Filed 2026-10-20

City State Bank

NEW

Shares27

Change+27

Value$1.3K

Filed 2026-10-20

Bay Harbor Wealth Management, LLC

INCREASED

Shares27 from 26

Change+1 (+4%)

Value$1.3K (+$12)

Filed 2026-11-03

First Horizon Corp

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$1.3K (-$37)

Filed 2026-10-26

WPG Advisers, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.2K (-$35)

Filed 2026-10-27

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$978 (-$28)

Filed 2026-10-16

Valley National Advisers Inc

NEW

Shares18

Change+18

Value$880

Filed 2026-10-23

Creative Financial Designs Inc

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$880 (-$25)

Filed 2026-11-04

Montag A & Associates Inc

DECREASED

Shares17 from 31

Change-14 (-45%)

Value$842 (-$717)

Filed 2026-10-29

Triumph Capital Management

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$782 (-$23)

Filed 2026-10-14

Torren Management, LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$782 (-$23)

Filed 2026-10-29

Gilpin Wealth Management, LLC

DECREASED

Shares15 from 17

Change-2 (-12%)

Value$734 (-$121)

Filed 2026-10-09

CoreCap Advisors, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$489 (-$14)

Filed 2026-10-08

UMB Private Wealth Management, LLC

NEW

Shares8

Change+8

Value$391

Filed 2026-10-19

Proathlete Wealth Management LLC

NEW

Shares7

Change+7

Value$342

Filed 2026-10-15

Hughes Financial Services, LLC

INCREASED

Shares6 from 5

Change+1 (+20%)

Value$334 (+$83)

Filed 2026-10-30

Davis Capital Management

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$293 (-$9)

Filed 2026-10-08

Maryland Capital Advisors Inc.

INCREASED

Shares5 from 1

Change+4 (+400%)

Value$245 (+$194)

Filed 2026-10-15

DecisionPoint Financial, LLC

INCREASED

Shares5 from 4

Change+1 (+25%)

Value$249 (+$38)

Filed 2026-10-27

SBI Securities Co., Ltd.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$196 (-$5)

Filed 2026-10-22

Financial Consulate, Inc

NEW

Shares1

Change+1

Value$49

Filed 2026-10-23

B. Metzler seel. Sohn & Co. AG

CLOSED

Shares0 from 51,027

Change-51,027 (-100%)

Value$0 (-$2.6M)

Filed 2026-10-30

Bailard, Inc.

CLOSED

Shares0 from 10,700

Change-10,700 (-100%)

Value$0 (-$538.1K)

Filed 2026-10-13

Violich Capital Management, Inc.

CLOSED

Shares0 from 4,625

Change-4,625 (-100%)

Value$0 (-$232.6K)

Filed 2026-10-05

Net Worth Advisory Group

CLOSED

Shares0 from 4,299

Change-4,299 (-100%)

Value$0 (-$216.2K)

Filed 2026-10-20

Exchange Traded Concepts, LLC

CLOSED

Shares0 from 4,277

Change-4,277 (-100%)

Value$0 (-$215.1K)

Filed 2026-10-28

Covestor Ltd

CLOSED

Shares0 from 556

Change-556 (-100%)

Value$0 (-$28.0K)

Filed 2026-10-30

Tokio Marine Asset Management Co LTD

CLOSED

Shares0 from 299

Change-299 (-100%)

Value$0 (-$15.0K)

Filed 2026-10-26

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 265

Change-265 (-100%)

Value$0 (-$13.3K)

Filed 2026-11-03

Simplex Trading, LLC

CLOSED

Shares0 from 183

Change-183 (-100%)

Value$0 (-$9.2K)

Filed 2026-11-04

Fulcrum Asset Management LLP

CLOSED

Shares0 from 130

Change-130 (-100%)

Value$0 (-$6.4K)

Filed 2026-11-04

MCF Advisors LLC

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-28

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$1.3K)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$602)

Filed 2026-10-16

Navigoe, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 16,381,401

Change-16,381,401 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 8,112,057

Change-8,112,057 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 6,695,164

Change-6,695,164 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,545,875

Change-6,545,875 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 4,586,998

Change-4,586,998 (-100%)

Value—

State Street Corp

N/A

Shares— from 4,294,891

Change-4,294,891 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 3,398,962

Change-3,398,962 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 2,732,368

Change-2,732,368 (-100%)

Value—

North Reef Capital Management LP

N/A

Shares— from 2,617,000

Change-2,617,000 (-100%)

Value—

Hood River Capital Management LLC

N/A

Shares— from 2,329,869

Change-2,329,869 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 2,327,825

Change-2,327,825 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,103,315

Change-2,103,315 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,760,554

Change-1,760,554 (-100%)

Value—

London Co of Virginia

N/A

Shares— from 1,594,274

Change-1,594,274 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,342,245

Change-1,342,245 (-100%)

Value—

Norges Bank

N/A

Shares— from 1,308,947

Change-1,308,947 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,271,070

Change-1,271,070 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 1,116,210

Change-1,116,210 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 1,006,595

Change-1,006,595 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 961,578

Change-961,578 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 777,849

Change-777,849 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 744,192

Change-744,192 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 730,372

Change-730,372 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 725,274

Change-725,274 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 612,982

Change-612,982 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 585,920

Change-585,920 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 579,211

Change-579,211 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 578,122

Change-578,122 (-100%)

Value—

Aristotle Capital Boston, LLC

N/A

Shares— from 551,926

Change-551,926 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 544,662

Change-544,662 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 537,839

Change-537,839 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 531,242

Change-531,242 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 441,958

Change-441,958 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 441,204

Change-441,204 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 439,979

Change-439,979 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 427,631

Change-427,631 (-100%)

Value—

UBS Group AG

N/A

Shares— from 424,816

Change-424,816 (-100%)

Value—

VAN Lanschot Kempen Investment Management N.V.

N/A

Shares— from 394,318

Change-394,318 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 388,472

Change-388,472 (-100%)

Value—

Weitz Investment Management, Inc.

N/A

Shares— from 367,700

Change-367,700 (-100%)

Value—

Value Holdings Management Co. LLC

N/A

Shares— from 360,900

Change-360,900 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 349,242

Change-349,242 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 346,593

Change-346,593 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 336,864

Change-336,864 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 333,856

Change-333,856 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 330,523

Change-330,523 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 310,152

Change-310,152 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 263,748

Change-263,748 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 261,395

Change-261,395 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 247,533

Change-247,533 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 244,164

Change-244,164 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 242,171

Change-242,171 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 240,704

Change-240,704 (-100%)

Value—

River Road Asset Management, LLC

N/A

Shares— from 231,193

Change-231,193 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 203,300

Change-203,300 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 201,094

Change-201,094 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 190,449

Change-190,449 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 177,933

Change-177,933 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 164,058

Change-164,058 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 161,977

Change-161,977 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 150,953

Change-150,953 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 135,410

Change-135,410 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 128,547

Change-128,547 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 126,904

Change-126,904 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 116,314

Change-116,314 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 114,846

Change-114,846 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 113,185

Change-113,185 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 112,417

Change-112,417 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 111,355

Change-111,355 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 104,571

Change-104,571 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 101,573

Change-101,573 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 97,776

Change-97,776 (-100%)

Value—

Aristides Capital LLC

N/A

Shares— from 93,494

Change-93,494 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 82,125

Change-82,125 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 81,672

Change-81,672 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 79,363

Change-79,363 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 76,681

Change-76,681 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 75,310

Change-75,310 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 75,087

Change-75,087 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 73,410

Change-73,410 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 70,165

Change-70,165 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 61,979

Change-61,979 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 59,706

Change-59,706 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 54,761

Change-54,761 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 53,733

Change-53,733 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 47,952

Change-47,952 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 47,337

Change-47,337 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 43,419

Change-43,419 (-100%)

Value—

Amundi

N/A

Shares— from 41,536

Change-41,536 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 41,499

Change-41,499 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 39,070

Change-39,070 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 38,817

Change-38,817 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 37,940

Change-37,940 (-100%)

Value—

Jefferson Bridge Capital, LLC

N/A

Shares— from 34,295

Change-34,295 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 34,016

Change-34,016 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 32,334

Change-32,334 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 31,208

Change-31,208 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 30,500

Change-30,500 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 30,349

Change-30,349 (-100%)

Value—

Boston Partners

N/A

Shares— from 29,809

Change-29,809 (-100%)

Value—

Ironwood Investment Management LLC

N/A

Shares— from 28,813

Change-28,813 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,743

Change-28,743 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 27,120

Change-27,120 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 27,037

Change-27,037 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 26,900

Change-26,900 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 26,874

Change-26,874 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 26,555

Change-26,555 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 26,285

Change-26,285 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 25,800

Change-25,800 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 25,545

Change-25,545 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 25,200

Change-25,200 (-100%)

Value—

Kesler, Norman & Wride, LLC

N/A

Shares— from 24,106

Change-24,106 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 24,041

Change-24,041 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 23,638

Change-23,638 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 23,368

Change-23,368 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 23,058

Change-23,058 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 22,537

Change-22,537 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 21,757

Change-21,757 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 21,171

Change-21,171 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 19,647

Change-19,647 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 19,434

Change-19,434 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 19,054

Change-19,054 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 19,035

Change-19,035 (-100%)

Value—

American Capital Management Inc

N/A

Shares— from 18,410

Change-18,410 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 18,014

Change-18,014 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 17,763

Change-17,763 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 17,700

Change-17,700 (-100%)

Value—

USS Investment Management Ltd

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 16,460

Change-16,460 (-100%)

Value—

Barclays PLC

N/A

Shares— from 16,208

Change-16,208 (-100%)

Value—

Advisory Research Inc

N/A

Shares— from 15,742

Change-15,742 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 15,445

Change-15,445 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 15,191

Change-15,191 (-100%)

Value—

&partners

N/A

Shares— from 15,011

Change-15,011 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 14,393

Change-14,393 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 13,134

Change-13,134 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 12,998

Change-12,998 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 11,965

Change-11,965 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 11,949

Change-11,949 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 11,181

Change-11,181 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 11,022

Change-11,022 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 10,821

Change-10,821 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 10,430

Change-10,430 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 9,551

Change-9,551 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 9,433

Change-9,433 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 9,357

Change-9,357 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 9,339

Change-9,339 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 9,181

Change-9,181 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 8,848

Change-8,848 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 8,558

Change-8,558 (-100%)

Value—

OAK Associates LTD

N/A

Shares— from 8,554

Change-8,554 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 8,421

Change-8,421 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 7,574

Change-7,574 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 6,997

Change-6,997 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 6,655

Change-6,655 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 6,544

Change-6,544 (-100%)

Value—

FourThought Financial Partners, LLC

N/A

Shares— from 6,459

Change-6,459 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,414

Change-6,414 (-100%)

Value—

Cetera Trust Company, N.a

N/A

Shares— from 6,335

Change-6,335 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 6,242

Change-6,242 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 5,845

Change-5,845 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,824

Change-5,824 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 5,736

Change-5,736 (-100%)

Value—

Allstate Corp

N/A

Shares— from 5,639

Change-5,639 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 5,482

Change-5,482 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 5,466

Change-5,466 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 5,459

Change-5,459 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 5,423

Change-5,423 (-100%)

Value—

denkapparat Operations GmbH

N/A

Shares— from 5,160

Change-5,160 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 5,141

Change-5,141 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 4,930

Change-4,930 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 4,930

Change-4,930 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 4,839

Change-4,839 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 4,771

Change-4,771 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 4,550

Change-4,550 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 4,277

Change-4,277 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,245

Change-4,245 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 4,183

Change-4,183 (-100%)

Value—

CIM Investment Management Inc

N/A

Shares— from 4,094

Change-4,094 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 3,491

Change-3,491 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 3,359

Change-3,359 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,067

Change-3,067 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 2,793

Change-2,793 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2,772

Change-2,772 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 2,522

Change-2,522 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 2,404

Change-2,404 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,565

Change-1,565 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,396

Change-1,396 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,192

Change-1,192 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,163

Change-1,163 (-100%)

Value—

Employees Retirement System of Texas

N/A

Shares— from 1,041

Change-1,041 (-100%)

Value—

Cheviot Value Management, LLC

N/A

Shares— from 800

Change-800 (-100%)

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Optiver Holding B.V.

N/A

Shares— from 783

Change-783 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 717

Change-717 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 708

Change-708 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 638

Change-638 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 590

Change-590 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 470

Change-470 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 442

Change-442 (-100%)

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LOS Angeles Capital Management LLC

N/A

Shares— from 417

Change-417 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 318

Change-318 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 318

Change-318 (-100%)

Value—

Coston, McIsaac & Partners

N/A

Shares— from 300

Change-300 (-100%)

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NewEdge Advisors, LLC

N/A

Shares— from 300

Change-300 (-100%)

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Crewe Advisors LLC

N/A

Shares— from 236

Change-236 (-100%)

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Northwestern Mutual Wealth Management Co

N/A

Shares— from 216

Change-216 (-100%)

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Sachetta, LLC

N/A

Shares— from 197

Change-197 (-100%)

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CVA Family Office, LLC

N/A

Shares— from 159

Change-159 (-100%)

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Picton Mahoney Asset Management

N/A

Shares— from 127

Change-127 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 125

Change-125 (-100%)

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Steward Partners Investment Advisory, LLC

N/A

Shares— from 114

Change-114 (-100%)

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Quarry LP

N/A

Shares— from 106

Change-106 (-100%)

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Fiduciary Financial Advisors

N/A

Shares— from 93

Change-93 (-100%)

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Zions Bancorporation, National Association

N/A

Shares— from 75

Change-75 (-100%)

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Clearstead Advisors, LLC

N/A

Shares— from 65

Change-65 (-100%)

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Kilter Group LLC

N/A

Shares— from 43

Change-43 (-100%)

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Dogwood Wealth Management LLC

N/A

Shares— from 36

Change-36 (-100%)

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Harbour Investments, Inc.

N/A

Shares— from 34

Change-34 (-100%)

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Basecamp Wealth Advisors LLC

N/A

Shares— from 32

Change-32 (-100%)

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Caitlin John, LLC

N/A

Shares— from 31

Change-31 (-100%)

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Cornerstone Financial Management LLC

N/A

Shares— from 24

Change-24 (-100%)

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Prestige Wealth Management Group LLC

N/A

Shares— from 19

Change-19 (-100%)

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Rialto Wealth Management, LLC

N/A

Shares— from 17

Change-17 (-100%)

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HFM Investment Advisors, LLC

N/A

Shares— from 15

Change-15 (-100%)

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Evolution Advisers, Inc.

N/A

Shares— from 15

Change-15 (-100%)

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Ankerstar Wealth, LLC

N/A

Shares— from 14

Change-14 (-100%)

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LRI Investments, LLC

N/A

Shares— from 9

Change-9 (-100%)

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Godfrey Financial Associates, Inc.

N/A

Shares— from 9

Change-9 (-100%)

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Raffa Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	3,258,024	3,155,479	+102,545	+3%	$158.7M	$159.2M	+$563.8K	2026-11-04
Congress Asset Management Co	INCREASED	1,737,223	1,592,306	+144,917	+9%	$80.1M	$84.9M	+$4.8M	2026-10-06
Channing Capital Management, LLC	NEW	1,583,567	—	+1,583,567	—	—	$77.4M	—	2026-11-02
Reinhart Partners, Llc.	DECREASED	1,404,879	2,424,247	-1,019,368	-42%	$121.9M	$68.7M	-$53.2M	2026-10-09
Bank of New York Mellon Corp	DECREASED	630,077	635,292	-5,215	-1%	$31.9M	$30.8M	-$1.2M	2026-11-05
Principal Financial Group Inc	DECREASED	595,176	598,930	-3,754	-1%	$30.1M	$29.1M	-$1.0M	2026-11-02
Swedbank AB	UNCHANGED	444,112	444,112	0	0%	$22.3M	$21.7M	-$626.2K	2026-10-27
Citigroup Inc	INCREASED	197,419	150,527	+46,892	+31%	$7.6M	$9.6M	+$2.1M	2026-11-04
Kopion Asset Management, LLC	DECREASED	169,405	180,470	-11,065	-6%	$9.1M	$8.3M	-$795.3K	2026-10-09
Bridge City Capital, LLC	DECREASED	144,891	156,685	-11,794	-8%	$7.9M	$7.1M	-$797.4K	2026-10-29
Eulav Asset Management	UNCHANGED	141,800	141,800	0	0%	$7.1M	$6.9M	-$199.9K	2026-10-23
Seizert Capital Partners, LLC	DECREASED	122,343	125,986	-3,643	-3%	$6.3M	$6.0M	-$355.7K	2026-10-30
UniSuper Management Pty Ltd	DECREASED	102,594	112,017	-9,423	-8%	$5.6M	$5.0M	-$618.5K	2026-10-26
New York State Teachers Retirement System	DECREASED	99,861	129,461	-29,600	-23%	$6.5M	$4.9M	-$1.6M	2026-10-22
Creative Planning	INCREASED	97,263	84,888	+12,375	+15%	$4.3M	$4.8M	+$485.2K	2026-11-02
Nisa Investment Advisors, LLC	INCREASED	78,154	77,327	+827	+1%	$3.9M	$3.8M	-$68.6K	2026-10-20
Woodmont Investment Counsel LLC	INCREASED	77,476	76,283	+1,193	+2%	$3.8M	$3.8M	-$49.2K	2026-10-29
Assenagon Asset Management S.A.	DECREASED	74,594	110,063	-35,469	-32%	$5.5M	$3.6M	-$1.9M	2026-10-15
Thrivent Financial for Lutherans	DECREASED	64,210	66,758	-2,548	-4%	$3.4M	$3.1M	-$218.0K	2026-11-05
Inspire Investing, LLC	INCREASED	64,209	13,543	+50,666	+374%	$681.1K	$3.1M	+$2.5M	2026-10-22
Wedge Capital Management L L P	INCREASED	63,245	53,984	+9,261	+17%	$2.7M	$3.1M	+$376.6K	2026-10-13
Illinois Municipal Retirement Fund	DECREASED	53,307	53,880	-573	-1%	$2.7M	$2.6M	-$104.0K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	51,911	68,817	-16,906	-25%	$3.5M	$2.5M	-$923.0K	2026-10-15
Knights of Columbus Asset Advisors LLC	INCREASED	50,252	49,747	+505	+1%	$2.5M	$2.5M	-$45.5K	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	48,755	44,144	+4,611	+10%	$2.2M	$2.4M	+$163.0K	2026-11-02
Fifth Third Bancorp	DECREASED	47,764	51,331	-3,567	-7%	$2.6M	$2.3M	-$246.7K	2026-11-05
Moran Wealth Management, LLC	DECREASED	45,014	45,337	-323	-1%	$2.3M	$2.2M	-$79.7K	2026-10-22
SEB Asset Management AB	UNCHANGED	43,311	43,311	0	0%	$2.2M	$2.1M	-$61.1K	2026-11-04
Louisiana State Employees Retirement System	DECREASED	43,000	44,600	-1,600	-4%	$2.2M	$2.1M	-$141.1K	2026-10-20
Harbor Capital Advisors, Inc.	DECREASED	42,325	61,570	-19,245	-31%	$3.1M	$2.1M	-$1.0M	2026-10-22
Oliver Luxxe Assets LLC	INCREASED	36,507	36,487	+20	+0%	$1.8M	$1.8M	-$50.5K	2026-10-14
Y-Intercept (Hong Kong) Ltd	NEW	34,254	—	+34,254	—	—	$1.7M	—	2026-10-16
State of New Jersey Common Pension Fund D	DECREASED	33,976	37,214	-3,238	-9%	$1.9M	$1.7M	-$210.7K	2026-11-05
Arizona State Retirement System	INCREASED	28,634	27,965	+669	+2%	$1.4M	$1.4M	-$6.7K	2026-11-03
Yousif Capital Management, LLC	DECREASED	26,530	27,309	-779	-3%	$1.4M	$1.3M	-$76.6K	2026-10-22
Amalgamated Bank	DECREASED	26,223	27,343	-1,120	-4%	$1.4M	$1.3M	-$93.0K	2026-10-23
Atria Investments, Inc	INCREASED	24,852	20,844	+4,008	+19%	$1.0M	$1.2M	+$166.5K	2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	23,786	24,108	-322	-1%	$1.2M	$1.2M	-$49.7K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	22,659	23,159	-500	-2%	$1.2M	$1.1M	-$57.1K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	22,438	14,864	+7,574	+51%	$747.5K	$1.1M	+$349.3K	2026-11-05
Gibbs Wealth Management	INCREASED	20,329	18,899	+1,430	+8%	$950.4K	$993.7K	+$43.2K	2026-10-22
Jackson Creek Investment Advisors LLC	NEW	20,240	—	+20,240	—	—	$989.0K	—	2026-11-04
Prescott Group Capital Management, L.L.C.	UNCHANGED	20,000	20,000	0	0%	$1.0M	$977.6K	-$28.2K	2026-10-30
Wealth Enhancement Advisory Services, LLC	INCREASED	19,181	18,397	+784	+4%	$1.0M	$979.6K	-$58.4K	2026-10-13
Ethic Inc.	INCREASED	16,811	8,021	+8,790	+110%	$403.4K	$821.7K	+$418.3K	2026-11-03
Park Avenue Securities LLC	DECREASED	16,651	17,953	-1,302	-7%	$903.0K	$814.0K	-$89.0K	2026-10-26
Pictet Asset Management Holding SA	DECREASED	15,694	16,450	-756	-5%	$827.3K	$767.1K	-$60.1K	2026-11-03
Choreo, LLC	DECREASED	15,467	15,834	-367	-2%	$796.3K	$756.0K	-$40.2K	2026-10-28
ProShare Advisors LLC	DECREASED	14,084	14,661	-577	-4%	$737.3K	$688.4K	-$48.9K	2026-10-29
Mountain Pacific Investment Advisers LLC	UNCHANGED	12,280	12,280	0	0%	$617.6K	$600.2K	-$17.3K	2026-10-29
Portside Wealth Group, LLC	INCREASED	12,225	11,706	+519	+4%	$588.7K	$597.6K	+$8.9K	2026-10-20
Lido Advisors, LLC	INCREASED	12,047	11,002	+1,045	+10%	$553.3K	$588.9K	+$35.6K	2026-11-04
Strs Ohio	INCREASED	11,800	6,700	+5,100	+76%	$336.9K	$576.8K	+$239.8K	2026-10-30
Abel Hall, LLC	INCREASED	11,548	11,546	+2	+0%	$580.6K	$564.5K	-$16.2K	2026-10-19
Mutual of America Capital Management LLC	DECREASED	11,520	11,644	-124	-1%	$585.6K	$563.1K	-$22.5K	2026-10-23
Swiss Life Asset Management Ltd	INCREASED	11,138	10,661	+477	+4%	$536.1K	$544.4K	+$8.3K	2026-11-03
Oppenheimer Asset Management Inc.	DECREASED	10,747	18,225	-7,478	-41%	$916.5K	$525.3K	-$391.2K	2026-10-27
Crossmark Global Holdings, Inc.	DECREASED	10,236	11,026	-790	-7%	$554.5K	$500.3K	-$54.2K	2026-10-21
Xponance LLC	DECREASED	9,869	10,223	-354	-3%	$514.1K	$482.4K	-$31.7K	2026-11-03
Truist Financial Corp	DECREASED	8,846	9,018	-172	-2%	$453.5K	$432.4K	-$21.1K	2026-10-30
Quadrant Capital Group LLC	UNCHANGED	7,849	7,849	0	0%	$394.7K	$401.9K	+$7.1K	2026-10-20
Allspring Global Investments Holdings, LLC	INCREASED	7,831	7,488	+343	+5%	$393.3K	$389.1K	-$4.2K	2026-11-04
Gamma Investing LLC	INCREASED	7,805	6,536	+1,269	+19%	$328.7K	$381.5K	+$52.8K	2026-10-08
Elevation Point Wealth Partners, LLC	INCREASED	6,978	6,766	+212	+3%	$340.3K	$341.1K	+$858	2026-11-05
Virginia Retirement Systems ET Al	DECREASED	6,800	24,900	-18,100	-73%	$1.3M	$332.4K	-$919.8K	2026-10-28
Axxion S.A.	INCREASED	6,681	5,954	+727	+12%	$299.4K	$326.6K	+$27.1K	2026-10-22
Lakewood Asset Management LLC	UNCHANGED	6,569	6,569	0	0%	$330.4K	$321.1K	-$9.3K	2026-10-26
Old National Bancorp	INCREASED	6,479	6,355	+124	+2%	$319.6K	$316.7K	-$2.9K	2026-10-20
US Bancorp \de\	INCREASED	6,110	2,759	+3,351	+121%	$138.8K	$298.7K	+$159.9K	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	DECREASED	5,881	6,193	-312	-5%	$311.4K	$287.5K	-$24.0K	2026-11-05
Retirement Guys Formula LLC	INCREASED	5,708	5,410	+298	+6%	$272.1K	$279.0K	+$6.9K	2026-10-26
Ritholtz Wealth Management	INCREASED	5,695	5,099	+596	+12%	$256.4K	$278.4K	+$21.9K	2026-11-05
Pension & Wealth Management Advisors, Inc.	NEW	5,455	—	+5,455	—	—	$266.7K	—	2026-10-16
Hohimer Wealth Management, LLC	INCREASED	5,433	5,266	+167	+3%	$264.8K	$265.6K	+$738	2026-11-04
CIBC Asset Management Inc	DECREASED	5,212	5,241	-29	-1%	$263.6K	$254.8K	-$8.8K	2026-11-05
Evergreen Capital Management LLC	DECREASED	5,004	5,160	-156	-3%	$259.5K	$244.6K	-$14.9K	2026-10-23
Profund Advisors LLC	DECREASED	4,670	5,412	-742	-14%	$272.2K	$228.3K	-$43.9K	2026-10-29
Norden Group LLC	DECREASED	4,418	4,911	-493	-10%	$247.0K	$216.0K	-$31.0K	2026-10-20
Inscription Capital, LLC	DECREASED	4,265	4,490	-225	-5%	$225.8K	$208.5K	-$17.3K	2026-11-02
Crestwood Advisors Group, LLC	INCREASED	4,209	4,179	+30	+1%	$210.2K	$205.7K	-$4.4K	2026-10-27
Praxis Investment Management Inc	UNCHANGED	4,180	4,180	0	0%	$210.0K	$204.0K	-$6.0K	2026-11-03
Sterling Capital Management LLC	INCREASED	3,395	361	+3,034	+840%	$18.2K	$165.9K	+$147.8K	2026-10-22
KBC Group NV	DECREASED	3,261	4,050	-789	-19%	$204.0K	$159.0K	-$45.0K	2026-10-22
DekaBank Deutsche Girozentrale	DECREASED	2,908	167,265	-164,357	-98%	$6.7K	$141.0K	+$134.3K	2026-10-27
Blue Trust, Inc.	DECREASED	2,901	3,342	-441	-13%	$168.1K	$141.8K	-$26.3K	2026-10-15
Assetmark, Inc	DECREASED	2,549	2,657	-108	-4%	$133.6K	$124.6K	-$9.0K	2026-10-21
TD Private Client Wealth LLC	DECREASED	2,209	4,546	-2,337	-51%	$228.6K	$108.0K	-$120.6K	2026-10-28
Versant Capital Management, Inc	INCREASED	2,015	1,938	+77	+4%	$97.5K	$98.5K	+$1.0K	2026-10-02
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,838	1,821	+17	+1%	$91.6K	$89.8K	-$1.7K	2026-10-27
Parkside Financial Bank & Trust	INCREASED	1,639	704	+935	+133%	$35.4K	$80.1K	+$44.7K	2026-10-27
Farther Finance Advisors, LLC	INCREASED	1,054	919	+135	+15%	$46.2K	$51.5K	+$5.3K	2026-10-08
IFP Advisors, Inc	DECREASED	986	1,121	-135	-12%	$56.4K	$48.2K	-$8.2K	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	951	949	+2	+0%	$47.7K	$46.5K	-$1.2K	2026-11-04
Root Financial Partners, LLC	NEW	853	—	+853	—	—	$41.7K	—	2026-10-21
Salomon & Ludwin, LLC	UNCHANGED	845	845	0	0%	$44.4K	$41.3K	-$3.1K	2026-10-29
Bayforest Capital Ltd	DECREASED	486	2,170	-1,684	-78%	$109.1K	$23.8K	-$85.4K	2026-11-03
Bare Financial Services, Inc	INCREASED	445	407	+38	+9%	$20.5K	$21.8K	+$1.3K	2026-11-04
Elyxium Wealth, LLC	NEW	444	—	+444	—	—	$21.7K	—	2026-10-27
Nova Financial LLC	NEW	416	—	+416	—	—	$20.3K	—	2026-11-04
Essential Partners LLC	UNCHANGED	377	377	0	0%	$19.0K	$18.4K	-$531	2026-10-14
Capital Advisors, Ltd. LLC	UNCHANGED	363	363	0	0%	$18	$18	$0	2026-10-27
MassMutual Private Wealth & Trust, FSB	DECREASED	350	351	-1	0%	$17.7K	$17.1K	-$544	2026-10-05
First Command Advisory Services, Inc.	INCREASED	336	28	+308	+1100%	$1.4K	$16.4K	+$15.0K	2026-11-05
Summit Securities Group LLC	NEW	326	—	+326	—	—	$15.9K	—	2026-11-05
Ares Financial Consulting, LLC	UNCHANGED	294	294	0	0%	$14.8K	$14.4K	-$414	2026-10-19
KFG LLC	NEW	260	—	+260	—	—	$12.7K	—	2026-11-02
Signaturefd, LLC	INCREASED	257	153	+104	+68%	$7.7K	$12.6K	+$4.9K	2026-10-23
Signature Equity Partners, LLC	INCREASED	230	106	+124	+117%	$5.3K	$11.2K	+$5.9K	2026-10-29
J.Safra Asset Management Corp	INCREASED	228	161	+67	+42%	$8.1K	$11.1K	+$3.0K	2026-11-03
True Wealth Design, LLC	UNCHANGED	206	206	0	0%	$10.4K	$10.1K	-$290	2026-10-13
First Pacific Financial	DECREASED	197	209	-12	-6%	$10.5K	$9.6K	-$881	2026-10-14
Gen-Wealth Partners Inc	NEW	187	—	+187	—	—	$9.1K	—	2026-11-04
GK Wealth Management LLC	NEW	173	—	+173	—	—	$8.5K	—	2026-10-09
Rossby Financial, LCC	INCREASED	161	156	+5	+3%	$7.8K	$7.9K	+$25	2026-11-05
Private Wealth Management Group, LLC	UNCHANGED	148	148	0	0%	$7.4K	$7.2K	-$208	2026-10-19
Parallel Advisors, LLC	INCREASED	142	133	+9	+7%	$6.7K	$6.9K	+$252	2026-11-03
Provenance Wealth Advisors, LLC	NEW	141	—	+141	—	—	$6.9K	—	2026-10-30
MV Capital Management, Inc.	UNCHANGED	140	140	0	0%	$7.0K	$6.8K	-$197	2026-10-29
JFS Wealth Advisors, LLC	UNCHANGED	123	123	0	0%	$6.2K	$6.0K	-$173	2026-11-03
Private Trust Co NA	UNCHANGED	123	123	0	0%	$6.2K	$6.0K	-$174	2026-10-20
James T. Borello RIA	UNCHANGED	120	120	0	0%	$6.0K	$5.9K	-$169	2026-10-16
Fortitude Family Office, LLC	INCREASED	112	85	+27	+32%	$4.3K	$5.5K	+$1.2K	2026-10-14
Farmers & Merchants Investments Inc	INCREASED	103	60	+43	+72%	$3.0K	$5.0K	+$2.0K	2026-10-22
Central Trust Co	UNCHANGED	77	77	0	0%	$3.9K	$3.8K	-$109	2026-11-05
Retirement Wealth Solutions LLC	UNCHANGED	63	63	0	0%	$3.2K	$3.1K	-$89	2026-10-07
Cape Investment Advisory, Inc.	UNCHANGED	60	60	0	0%	$3.0K	$2.9K	-$84	2026-10-13
Bell Investment Advisors, Inc	UNCHANGED	49	49	0	0%	$2.5K	$2.4K	-$69	2026-10-29
Financial Network Wealth Advisors LLC	UNCHANGED	49	49	0	0%	$2.5K	$2.4K	-$69	2026-10-28
Caitong International Asset Management Co., Ltd	NEW	47	—	+47	—	—	$2.3K	—	2026-10-29
SJS Investment Consulting Inc.	UNCHANGED	46	46	0	0%	$2.3K	$2.2K	-$65	2026-10-26
Larson Financial Group LLC	DECREASED	38	39	-1	-3%	$2.0K	$1.9K	-$104	2026-11-05
Burk Holdings LLC	NEW	36	—	+36	—	—	$1.8K	—	2026-11-05
Creative Capital Management Investments LLC	UNCHANGED	35	35	0	0%	$1.8K	$1.7K	-$49	2026-10-28
Marquette Asset Management, LLC	UNCHANGED	31	31	0	0%	$1.6K	$1.5K	-$43	2026-10-09
Physician Wealth Advisors, Inc.	UNCHANGED	29	29	0	0%	$1.5K	$1.4K	-$41	2026-10-20
City State Bank	NEW	27	—	+27	—	—	$1.3K	—	2026-10-20
Bay Harbor Wealth Management, LLC	INCREASED	27	26	+1	+4%	$1.3K	$1.3K	+$12	2026-11-03
First Horizon Corp	UNCHANGED	26	26	0	0%	$1.3K	$1.3K	-$37	2026-10-26
WPG Advisers, LLC	UNCHANGED	25	25	0	0%	$1.3K	$1.2K	-$35	2026-10-27
DiNuzzo Private Wealth, Inc.	UNCHANGED	20	20	0	0%	$1.0K	$978	-$28	2026-10-16
Valley National Advisers Inc	NEW	18	—	+18	—	—	$880	—	2026-10-23
Creative Financial Designs Inc	UNCHANGED	18	18	0	0%	$905	$880	-$25	2026-11-04
Montag A & Associates Inc	DECREASED	17	31	-14	-45%	$1.6K	$842	-$717	2026-10-29
Triumph Capital Management	UNCHANGED	16	16	0	0%	$805	$782	-$23	2026-10-14
Torren Management, LLC	UNCHANGED	16	16	0	0%	$805	$782	-$23	2026-10-29
Gilpin Wealth Management, LLC	DECREASED	15	17	-2	-12%	$855	$734	-$121	2026-10-09
CoreCap Advisors, LLC	UNCHANGED	10	10	0	0%	$503	$489	-$14	2026-10-08
UMB Private Wealth Management, LLC	NEW	8	—	+8	—	—	$391	—	2026-10-19
Proathlete Wealth Management LLC	NEW	7	—	+7	—	—	$342	—	2026-10-15
Hughes Financial Services, LLC	INCREASED	6	5	+1	+20%	$251	$334	+$83	2026-10-30
Davis Capital Management	UNCHANGED	6	6	0	0%	$302	$293	-$9	2026-10-08
Maryland Capital Advisors Inc.	INCREASED	5	1	+4	+400%	$51	$245	+$194	2026-10-15
DecisionPoint Financial, LLC	INCREASED	5	4	+1	+25%	$211	$249	+$38	2026-10-27
SBI Securities Co., Ltd.	UNCHANGED	4	4	0	0%	$201	$196	-$5	2026-10-22
Financial Consulate, Inc	NEW	1	—	+1	—	—	$49	—	2026-10-23
B. Metzler seel. Sohn & Co. AG	CLOSED	0	51,027	-51,027	-100%	$2.6M	$0	-$2.6M	2026-10-30
Bailard, Inc.	CLOSED	0	10,700	-10,700	-100%	$538.1K	$0	-$538.1K	2026-10-13
Violich Capital Management, Inc.	CLOSED	0	4,625	-4,625	-100%	$232.6K	$0	-$232.6K	2026-10-05
Net Worth Advisory Group	CLOSED	0	4,299	-4,299	-100%	$216.2K	$0	-$216.2K	2026-10-20
Exchange Traded Concepts, LLC	CLOSED	0	4,277	-4,277	-100%	$215.1K	$0	-$215.1K	2026-10-28
Covestor Ltd	CLOSED	0	556	-556	-100%	$28.0K	$0	-$28.0K	2026-10-30
Tokio Marine Asset Management Co LTD	CLOSED	0	299	-299	-100%	$15.0K	$0	-$15.0K	2026-10-26
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	265	-265	-100%	$13.3K	$0	-$13.3K	2026-11-03
Simplex Trading, LLC	CLOSED	0	183	-183	-100%	$9.2K	$0	-$9.2K	2026-11-04
Fulcrum Asset Management LLP	CLOSED	0	130	-130	-100%	$6.4K	$0	-$6.4K	2026-11-04
MCF Advisors LLC	CLOSED	0	63	-63	-100%	$3.2K	$0	-$3.2K	2026-10-28
Plante Moran Financial Advisors, LLC	CLOSED	0	25	-25	-100%	$1.3K	$0	-$1.3K	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	11	-11	-100%	$602	$0	-$602	2026-10-16
Navigoe, LLC	CLOSED	0	9	-9	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	16,381,401	-16,381,401	-100%	$823.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	8,112,057	-8,112,057	-100%	$408.0M	—	—	—
Franklin Resources Inc	N/A	—	6,695,164	-6,695,164	-100%	$336.7M	—	—	—
FMR LLC	N/A	—	6,545,875	-6,545,875	-100%	$329.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	4,586,998	-4,586,998	-100%	$230.7M	—	—	—
State Street Corp	N/A	—	4,294,891	-4,294,891	-100%	$215.9M	—	—	—
Geode Capital Management, LLC	N/A	—	3,398,962	-3,398,962	-100%	$171.0M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	2,732,368	-2,732,368	-100%	$137.4M	—	—	—
North Reef Capital Management LP	N/A	—	2,617,000	-2,617,000	-100%	$131.6M	—	—	—
Hood River Capital Management LLC	N/A	—	2,329,869	-2,329,869	-100%	$117.2M	—	—	—
Alliancebernstein L.P.	N/A	—	2,327,825	-2,327,825	-100%	$95.5M	—	—	—
Morgan Stanley	N/A	—	2,103,315	-2,103,315	-100%	$105.8M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,760,554	-1,760,554	-100%	$88.5M	—	—	—
London Co of Virginia	N/A	—	1,594,274	-1,594,274	-100%	$80.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,342,245	-1,342,245	-100%	$67.5M	—	—	—
Norges Bank	N/A	—	1,308,947	-1,308,947	-100%	$65.8M	—	—	—
Northern Trust Corp	N/A	—	1,271,070	-1,271,070	-100%	$63.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	1,116,210	-1,116,210	-100%	$56.1M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	1,006,595	-1,006,595	-100%	$50.6M	—	—	—
Nomura Asset Management International Inc.	N/A	—	961,578	-961,578	-100%	$48.4M	—	—	—
Massachusetts Financial Services Co	N/A	—	777,849	-777,849	-100%	$39.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	744,192	-744,192	-100%	$37.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	730,372	-730,372	-100%	$36.7M	—	—	—
Voya Investment Management LLC	N/A	—	725,274	-725,274	-100%	$36.5M	—	—	—
AQR Capital Management LLC	N/A	—	612,982	-612,982	-100%	$30.6M	—	—	—
SEI Investments Co	N/A	—	585,920	-585,920	-100%	$29.5M	—	—	—
North Star Asset Management Inc	N/A	—	579,211	-579,211	-100%	$29.1M	—	—	—
Nuveen, LLC	N/A	—	578,122	-578,122	-100%	$29.1M	—	—	—
Aristotle Capital Boston, LLC	N/A	—	551,926	-551,926	-100%	$27.8M	—	—	—
Bank of America Corp	N/A	—	544,662	-544,662	-100%	$27.4M	—	—	—
Invesco Ltd.	N/A	—	537,839	-537,839	-100%	$27.0M	—	—	—
MetLife Investment Management, LLC	N/A	—	531,242	-531,242	-100%	$26.7M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	441,958	-441,958	-100%	$22.2M	—	—	—
Citadel Advisors LLC	N/A	—	441,204	-441,204	-100%	$22.2M	—	—	—
Victory Capital Management Inc	N/A	—	439,979	-439,979	-100%	$22.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	427,631	-427,631	-100%	$21.5M	—	—	—
UBS Group AG	N/A	—	424,816	-424,816	-100%	$21.4M	—	—	—
VAN Lanschot Kempen Investment Management N.V.	N/A	—	394,318	-394,318	-100%	$19.8M	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	388,472	-388,472	-100%	$19.5M	—	—	—
Weitz Investment Management, Inc.	N/A	—	367,700	-367,700	-100%	$18.5M	—	—	—
Value Holdings Management Co. LLC	N/A	—	360,900	-360,900	-100%	$18.2M	—	—	—
Public Sector Pension Investment Board	N/A	—	349,242	-349,242	-100%	$17.6M	—	—	—
WCM Investment Management, LLC	N/A	—	346,593	-346,593	-100%	$17.2M	—	—	—
Jupiter Topco LLC	N/A	—	336,864	-336,864	-100%	$16.9M	—	—	—
Palisade Capital Management, LP	N/A	—	333,856	-333,856	-100%	$16.8M	—	—	—
New York State Common Retirement Fund	N/A	—	330,523	-330,523	-100%	$16.6M	—	—	—
Prudential Financial Inc	N/A	—	310,152	-310,152	-100%	$15.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	263,748	-263,748	-100%	$13.3M	—	—	—
Rhumbline Advisers	N/A	—	261,395	-261,395	-100%	$13.1M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	247,533	-247,533	-100%	$12.4M	—	—	—
Millennium Management LLC	N/A	—	244,164	-244,164	-100%	$12.3M	—	—	—
Allianz Asset Management GmbH	N/A	—	242,171	-242,171	-100%	$12.2M	—	—	—
Legal & General Group Plc	N/A	—	240,704	-240,704	-100%	$12.1M	—	—	—
River Road Asset Management, LLC	N/A	—	231,193	-231,193	-100%	$11.6M	—	—	—
Swiss National Bank	N/A	—	203,300	-203,300	-100%	$10.2M	—	—	—
Nordea Investment Management AB	N/A	—	201,094	-201,094	-100%	$10.0M	—	—	—
Ameriprise Financial Inc	N/A	—	190,449	-190,449	-100%	$9.6M	—	—	—
Renaissance Technologies LLC	N/A	—	177,933	-177,933	-100%	$8.9M	—	—	—
California Public Employees Retirement System	N/A	—	164,058	-164,058	-100%	$8.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	161,977	-161,977	-100%	$8.1M	—	—	—
JPMorgan Chase & Co	N/A	—	150,953	-150,953	-100%	$7.7M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	135,410	-135,410	-100%	$6.8M	—	—	—
Bessemer Group Inc	N/A	—	128,547	-128,547	-100%	$6.4M	—	—	—
Wells Fargo & Company	N/A	—	126,904	-126,904	-100%	$6.4M	—	—	—
Russell Investments Group, Ltd.	N/A	—	116,314	-116,314	-100%	$5.8M	—	—	—
California State Teachers Retirement System	N/A	—	114,846	-114,846	-100%	$5.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	113,185	-113,185	-100%	$5.7M	—	—	—
American Century Companies Inc	N/A	—	112,417	-112,417	-100%	$5.7M	—	—	—
Deutsche Bank Ag\	N/A	—	111,355	-111,355	-100%	$5.6M	—	—	—
Quantinno Capital Management LP	N/A	—	104,571	-104,571	-100%	$5.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	101,573	-101,573	-100%	$5.1M	—	—	—
Raymond James Financial Inc	N/A	—	97,776	-97,776	-100%	$4.9M	—	—	—
Aristides Capital LLC	N/A	—	93,494	-93,494	-100%	$4.7M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	82,125	-82,125	-100%	$4.1M	—	—	—
Canada Life Assurance Co	N/A	—	81,672	-81,672	-100%	$4.1M	—	—	—
Hantz Financial Services, Inc.	N/A	—	79,363	-79,363	-100%	$4.0M	—	—	—
Emerald Investment Advisers, LLC	N/A	—	76,681	-76,681	-100%	$3.9M	—	—	—
Two Sigma Investments, LP	N/A	—	75,310	-75,310	-100%	$3.8M	—	—	—
Fisher Asset Management, LLC	N/A	—	75,087	-75,087	-100%	$3.8M	—	—	—
Stifel Financial Corp	N/A	—	73,410	-73,410	-100%	$3.7M	—	—	—
Penserra Capital Management LLC	N/A	—	70,165	-70,165	-100%	$3.5M	—	—	—
Pathstone Holdings, LLC	N/A	—	61,979	-61,979	-100%	$3.1M	—	—	—
First Trust Advisors LP	N/A	—	59,706	-59,706	-100%	$3.0M	—	—	—
Scotia Capital Inc.	N/A	—	54,761	-54,761	-100%	$2.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	53,733	-53,733	-100%	$2.7M	—	—	—
MML Investors Services, LLC	N/A	—	47,952	-47,952	-100%	$2.4M	—	—	—
Captrust Financial Advisors	N/A	—	47,337	-47,337	-100%	$2.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	43,419	-43,419	-100%	$2.2M	—	—	—
Amundi	N/A	—	41,536	-41,536	-100%	$2.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	41,499	-41,499	-100%	$2.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	39,070	-39,070	-100%	$2.0M	—	—	—
LPL Financial LLC	N/A	—	38,817	-38,817	-100%	$2.0M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	37,940	-37,940	-100%	$1.9M	—	—	—
Jefferson Bridge Capital, LLC	N/A	—	34,295	-34,295	-100%	$1.7M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	34,016	-34,016	-100%	$1.7M	—	—	—
Handelsbanken Fonder AB	N/A	—	32,334	-32,334	-100%	$1.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	31,208	-31,208	-100%	$1.6M	—	—	—
IEQ Capital, LLC	N/A	—	30,500	-30,500	-100%	$1.5M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	30,349	-30,349	-100%	$1.5M	—	—	—
Boston Partners	N/A	—	29,809	-29,809	-100%	$1.5M	—	—	—
Ironwood Investment Management LLC	N/A	—	28,813	-28,813	-100%	$1.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	28,743	-28,743	-100%	$1.4M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	27,120	-27,120	-100%	$1.4M	—	—	—
Lazard Asset Management LLC	N/A	—	27,037	-27,037	-100%	$1.4M	—	—	—
Mariner, LLC	N/A	—	26,900	-26,900	-100%	$1.4M	—	—	—
State of Wisconsin Investment Board	N/A	—	26,874	-26,874	-100%	$1.4M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	26,555	-26,555	-100%	$1.3M	—	—	—
Cerity Partners LLC	N/A	—	26,285	-26,285	-100%	$1.3M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	25,800	-25,800	-100%	$1.3M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	25,545	-25,545	-100%	$1.3M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	25,200	-25,200	-100%	$1.3M	—	—	—
Kesler, Norman & Wride, LLC	N/A	—	24,106	-24,106	-100%	$1.2M	—	—	—
Neuberger Berman Group LLC	N/A	—	24,041	-24,041	-100%	$1.2M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	23,638	-23,638	-100%	$1.2M	—	—	—
New Age Alpha Advisors, LLC	N/A	—	23,368	-23,368	-100%	$1.2M	—	—	—
Teacher Retirement System of Texas	N/A	—	23,058	-23,058	-100%	$1.2M	—	—	—
Mercer Global Advisors Inc	N/A	—	22,537	-22,537	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	21,757	-21,757	-100%	$1.1M	—	—	—
Intech Investment Management LLC	N/A	—	21,171	-21,171	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	19,647	-19,647	-100%	$988.0K	—	—	—
AXQ Capital, LP	N/A	—	19,434	-19,434	-100%	$977.3K	—	—	—
Magnetar Financial LLC	N/A	—	19,054	-19,054	-100%	$958.2K	—	—	—
Bridgewater Associates, LP	N/A	—	19,035	-19,035	-100%	$957.3K	—	—	—
American Capital Management Inc	N/A	—	18,410	-18,410	-100%	$925.8K	—	—	—
Glenmede Trust Co NA	N/A	—	18,014	-18,014	-100%	$905.9K	—	—	—
Tidal Investments LLC	N/A	—	17,763	-17,763	-100%	$893.3K	—	—	—
Natixis Advisors, LLC	N/A	—	17,700	-17,700	-100%	$890.0K	—	—	—
USS Investment Management Ltd	N/A	—	17,000	-17,000	-100%	$855.1K	—	—	—
Legato Capital Management LLC	N/A	—	16,460	-16,460	-100%	$827.8K	—	—	—
Barclays PLC	N/A	—	16,208	-16,208	-100%	$815.1K	—	—	—
Advisory Research Inc	N/A	—	15,742	-15,742	-100%	$791.7K	—	—	—
HighTower Advisors, LLC	N/A	—	15,445	-15,445	-100%	$776.7K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	15,191	-15,191	-100%	$764.0K	—	—	—
&partners	N/A	—	15,011	-15,011	-100%	$754.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	14,393	-14,393	-100%	$723.8K	—	—	—
Gotham Asset Management, LLC	N/A	—	13,134	-13,134	-100%	$660.5K	—	—	—
Squarepoint Ops LLC	N/A	—	12,998	-12,998	-100%	$653.7K	—	—	—
RBF Capital, LLC	N/A	—	12,000	-12,000	-100%	$603.5K	—	—	—
Principal Securities, Inc.	N/A	—	11,965	-11,965	-100%	$601.7K	—	—	—
FJ Capital Management LLC	N/A	—	11,949	-11,949	-100%	$600.9K	—	—	—
Bank of Montreal	N/A	—	11,181	-11,181	-100%	$562.3K	—	—	—
Arax Advisory Partners	N/A	—	11,022	-11,022	-100%	$554.3K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	10,821	-10,821	-100%	$544.2K	—	—	—
Callan Family Office, LLC	N/A	—	10,430	-10,430	-100%	$524.5K	—	—	—
Empowered Funds, LLC	N/A	—	9,551	-9,551	-100%	$480.3K	—	—	—
M&T Bank Corp	N/A	—	9,433	-9,433	-100%	$474.6K	—	—	—
Royal Bank of Canada	N/A	—	9,357	-9,357	-100%	$471.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	9,339	-9,339	-100%	$469.7K	—	—	—
Freestone Grove Partners LP	N/A	—	9,181	-9,181	-100%	$461.7K	—	—	—
Fieldview Capital Management, LLC	N/A	—	8,848	-8,848	-100%	$445.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	8,558	-8,558	-100%	$430.4K	—	—	—
OAK Associates LTD	N/A	—	8,554	-8,554	-100%	$430.2K	—	—	—
Focus Partners Wealth	N/A	—	8,421	-8,421	-100%	$423.5K	—	—	—
QRG Capital Management, Inc.	N/A	—	7,574	-7,574	-100%	$380.9K	—	—	—
Centiva Capital, LP	N/A	—	6,997	-6,997	-100%	$351.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	6,655	-6,655	-100%	$334.7K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	6,544	-6,544	-100%	$329.1K	—	—	—
FourThought Financial Partners, LLC	N/A	—	6,459	-6,459	-100%	$324.8K	—	—	—
Jane Street Group, LLC	N/A	—	6,414	-6,414	-100%	$322.6K	—	—	—
Cetera Trust Company, N.a	N/A	—	6,335	-6,335	-100%	$318.6K	—	—	—
Martingale Asset Management L P	N/A	—	6,242	-6,242	-100%	$313.9K	—	—	—
DnB Asset Management AS	N/A	—	5,845	-5,845	-100%	$293.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,824	-5,824	-100%	$292.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	5,736	-5,736	-100%	$288.5K	—	—	—
Allstate Corp	N/A	—	5,639	-5,639	-100%	$283.6K	—	—	—
Mirabella Financial Services LLP	N/A	—	5,482	-5,482	-100%	$275.7K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	5,466	-5,466	-100%	$274.9K	—	—	—
Great Lakes Advisors, LLC	N/A	—	5,459	-5,459	-100%	$274.5K	—	—	—
Inceptionr LLC	N/A	—	5,423	-5,423	-100%	$272.7K	—	—	—
denkapparat Operations GmbH	N/A	—	5,160	-5,160	-100%	$259.5K	—	—	—
Merit Financial Group, LLC	N/A	—	5,141	-5,141	-100%	$258.5K	—	—	—
Nicolet Bankshares Inc	N/A	—	4,930	-4,930	-100%	$247.9K	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	4,930	-4,930	-100%	$247.9K	—	—	—
HSBC Holdings PLC	N/A	—	4,839	-4,839	-100%	$243.4K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	4,771	-4,771	-100%	$239.9K	—	—	—
Summit Trail Advisors, LLC	N/A	—	4,550	-4,550	-100%	$228.8K	—	—	—
Horizon Investments, LLC	N/A	—	4,277	-4,277	-100%	$215.1K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,245	-4,245	-100%	$213.5K	—	—	—
Argent Trust Co	N/A	—	4,183	-4,183	-100%	$210.4K	—	—	—
CIM Investment Management Inc	N/A	—	4,094	-4,094	-100%	$205.9K	—	—	—
Pacer Advisors, Inc.	N/A	—	3,491	-3,491	-100%	$176.0K	—	—	—
Nykredit A/S	N/A	—	3,359	-3,359	-100%	$168.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,067	-3,067	-100%	$154.2K	—	—	—
SG Americas Securities, LLC	N/A	—	2,793	-2,793	-100%	$140.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	2,772	-2,772	-100%	$137.2K	—	—	—
Federated Hermes, Inc.	N/A	—	2,522	-2,522	-100%	$126.8K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	2,404	-2,404	-100%	$120.9K	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	2,000	-2,000	-100%	$100.6K	—	—	—
Huntington National Bank	N/A	—	1,565	-1,565	-100%	$78.7K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,396	-1,396	-100%	$70.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,192	-1,192	-100%	$58.7K	—	—	—
Allworth Financial LP	N/A	—	1,163	-1,163	-100%	$58.5K	—	—	—
Employees Retirement System of Texas	N/A	—	1,041	-1,041	-100%	$52.0K	—	—	—
Cheviot Value Management, LLC	N/A	—	800	-800	-100%	$40.2K	—	—	—
Optiver Holding B.V.	N/A	—	783	-783	-100%	$39.4K	—	—	—
Advisors Asset Management, Inc.	N/A	—	717	-717	-100%	$36.1K	—	—	—
UMB Bank, n.a.	N/A	—	708	-708	-100%	$35.6K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	638	-638	-100%	$32.1K	—	—	—
Nomura Asset Management Co LTD	N/A	—	590	-590	-100%	$29.7K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	470	-470	-100%	$23.6K	—	—	—
Rothschild Investment LLC	N/A	—	442	-442	-100%	$22.2K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	417	-417	-100%	$21.0K	—	—	—
BFC Planning, Inc.	N/A	—	318	-318	-100%	$16.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	318	-318	-100%	$16.0K	—	—	—
Coston, McIsaac & Partners	N/A	—	300	-300	-100%	$15.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	300	-300	-100%	$15.1K	—	—	—
Crewe Advisors LLC	N/A	—	236	-236	-100%	$11.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	216	-216	-100%	$10.9K	—	—	—
Sachetta, LLC	N/A	—	197	-197	-100%	$9.9K	—	—	—
CVA Family Office, LLC	N/A	—	159	-159	-100%	$8.0K	—	—	—
Picton Mahoney Asset Management	N/A	—	127	-127	-100%	$6.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	125	-125	-100%	$6.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	114	-114	-100%	$5.7K	—	—	—
Quarry LP	N/A	—	106	-106	-100%	$5.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	93	-93	-100%	$4.6K	—	—	—
Zions Bancorporation, National Association	N/A	—	75	-75	-100%	$3.8K	—	—	—
Clearstead Advisors, LLC	N/A	—	65	-65	-100%	$3.3K	—	—	—
Kilter Group LLC	N/A	—	43	-43	-100%	$2.2K	—	—	—
Dogwood Wealth Management LLC	N/A	—	36	-36	-100%	$1.8K	—	—	—
Harbour Investments, Inc.	N/A	—	34	-34	-100%	$1.7K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	32	-32	-100%	$1.6K	—	—	—
Caitlin John, LLC	N/A	—	31	-31	-100%	$1.6K	—	—	—
Cornerstone Financial Management LLC	N/A	—	24	-24	-100%	$1.2K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	19	-19	-100%	$956	—	—	—
Rialto Wealth Management, LLC	N/A	—	17	-17	-100%	$855	—	—	—
HFM Investment Advisors, LLC	N/A	—	15	-15	-100%	$755	—	—	—
Evolution Advisers, Inc.	N/A	—	15	-15	-100%	$0	—	—	—
Ankerstar Wealth, LLC	N/A	—	14	-14	-100%	$704	—	—	—
LRI Investments, LLC	N/A	—	9	-9	-100%	$453	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	9	-9	-100%	$453	—	—	—
Raffa Wealth Management, LLC	N/A	—	3	-3	-100%	$151	—	—	—

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