Agilysys Inc (AGYS)

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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Wasatch Advisors LP

INCREASED

Shares939,015 from 937,420

Change+1,595 (+0%)

Value$91.2M (-$6.8M)

Filed 2026-10-13

Geode Capital Management, LLC

DECREASED

Shares704,870 from 705,109

Change-239 (0%)

Value$68.4M (-$5.3M)

Filed 2026-11-06

William Blair Investment Management, LLC

DECREASED

Shares427,638 from 433,604

Change-5,966 (-1%)

Value$41.5M (-$3.8M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares427,482 from 408,757

Change+18,725 (+5%)

Value$41.5M (-$1.2M)

Filed 2026-11-04

Principal Financial Group Inc

DECREASED

Shares397,987 from 436,774

Change-38,787 (-9%)

Value$38.6M (-$7.0M)

Filed 2026-11-02

Conestoga Capital Advisors, LLC

DECREASED

Shares385,294 from 476,554

Change-91,260 (-19%)

Value$37.4M (-$12.4M)

Filed 2026-11-02

Deutsche Bank Ag\

DECREASED

Shares204,779 from 206,636

Change-1,857 (-1%)

Value$19.9M (-$1.7M)

Filed 2026-11-06

Penn Capital Management Company, LLC

DECREASED

Shares189,805 from 231,237

Change-41,432 (-18%)

Value$18.5M (-$5.7M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares187,600 from 194,277

Change-6,677 (-3%)

Value$18.2M (-$2.1M)

Filed 2026-11-05

Riverbridge Partners LLC

DECREASED

Shares164,746 from 179,573

Change-14,827 (-8%)

Value$16.0M (-$2.8M)

Filed 2026-11-05

Brown Capital Management LLC

DECREASED

Shares122,751 from 132,299

Change-9,548 (-7%)

Value$11.9M (-$1.9M)

Filed 2026-10-27

Granite Investment Partners, LLC

DECREASED

Shares72,360 from 75,237

Change-2,877 (-4%)

Value$7.0M (-$837.6K)

Filed 2026-11-04

Mutual of America Capital Management LLC

DECREASED

Shares69,668 from 70,640

Change-972 (-1%)

Value$6.8M (-$618.5K)

Filed 2026-10-23

Fifth Third Bancorp

DECREASED

Shares64,715 from 67,293

Change-2,578 (-4%)

Value$6.3M (-$749.6K)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares56,161 from 59,529

Change-3,368 (-6%)

Value$5.5M (-$768.6K)

Filed 2026-11-06

New York State Teachers Retirement System

DECREASED

Shares30,540 from 31,840

Change-1,300 (-4%)

Value$3.0M (-$362.0K)

Filed 2026-10-22

Summit Creek Advisors LLC

DECREASED

Shares29,902 from 43,779

Change-13,877 (-32%)

Value$2.9M (-$1.7M)

Filed 2026-11-03

Harbor Capital Advisors, Inc.

INCREASED

Shares22,221 from 10,072

Change+12,149 (+121%)

Value$2.2M (+$1.1M)

Filed 2026-10-22

B. Metzler seel. Sohn & Co. AG

UNCHANGED

Shares22,065 from 22,065

Change0 (0%)

Value$2.1M (-$163.7K)

Filed 2026-10-30

Dana Investment Advisors, Inc.

DECREASED

Shares21,480 from 23,824

Change-2,344 (-10%)

Value$2.1M (-$404.3K)

Filed 2026-11-06

Oppenheimer Asset Management Inc.

DECREASED

Shares18,844 from 19,450

Change-606 (-3%)

Value$1.8M (-$203.2K)

Filed 2026-10-27

Albert D Mason Inc

INCREASED

Shares18,778 from 18,620

Change+158 (+1%)

Value$1.8M (-$122.8K)

Filed 2026-10-27

Thrivent Financial for Lutherans

DECREASED

Shares16,284 from 16,751

Change-467 (-3%)

Value$1.6M (-$169.0K)

Filed 2026-11-05

Illinois Municipal Retirement Fund

NEW

Shares14,352

Change+14,352

Value$1.4M

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares13,707 from 10,686

Change+3,021 (+28%)

Value$1.3M (+$214.0K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares11,992 from 4,662

Change+7,330 (+157%)

Value$1.2M (+$677.0K)

Filed 2026-11-06

Louisiana State Employees Retirement System

DECREASED

Shares10,900 from 11,200

Change-300 (-3%)

Value$1.1M (-$112.2K)

Filed 2026-10-20

State of New Jersey Common Pension Fund D

DECREASED

Shares10,345 from 14,523

Change-4,178 (-29%)

Value$1.0M (-$513.4K)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares9,462 from 7,215

Change+2,247 (+31%)

Value$918.6K (+$164.6K)

Filed 2026-10-30

Achmea Investment Management B.V.

NEW

Shares8,100

Change+8,100

Value$787.0K

Filed 2026-10-30

Arizona State Retirement System

INCREASED

Shares7,149 from 6,980

Change+169 (+2%)

Value$694.0K (-$35.4K)

Filed 2026-11-03

State of Alaska, Department of Revenue

DECREASED

Shares6,890 from 10,905

Change-4,015 (-37%)

Value$667.0K (-$470.0K)

Filed 2026-10-15

Strs Ohio

INCREASED

Shares6,800 from 5,900

Change+900 (+15%)

Value$660.1K (+$43.6K)

Filed 2026-10-30

Yousif Capital Management, LLC

DECREASED

Shares6,755 from 6,815

Change-60 (-1%)

Value$655.8K (-$56.4K)

Filed 2026-10-22

Amalgamated Bank

DECREASED

Shares6,706 from 6,875

Change-169 (-2%)

Value$651.0K (-$67.0K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares6,247 from 6,216

Change+31 (+1%)

Value$148.1K (+$49)

Filed 2026-10-13

HB Wealth Management, LLC

INCREASED

Shares6,140 from 6,088

Change+52 (+1%)

Value$596.1K (-$40.1K)

Filed 2026-10-23

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares6,032 from 6,049

Change-17 (0%)

Value$585.6K (-$46.5K)

Filed 2026-11-03

Amundi

INCREASED

Shares5,954 from 5,448

Change+506 (+9%)

Value$578.0K (+$8.7K)

Filed 2026-11-06

Imc-Chicago, LLC

NEW

Shares5,946

Change+5,946

Value$577.2K

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares5,719 from 5,815

Change-96 (-2%)

Value$555.2K (-$52.5K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares5,666 from 3,703

Change+1,963 (+53%)

Value$550.1K (+$163.1K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares5,453 from 15,548

Change-10,095 (-65%)

Value$529.4K (-$1.1M)

Filed 2026-11-04

L. Roy Papp & Associates, LLP

UNCHANGED

Shares5,445 from 5,445

Change0 (0%)

Value$528.6K (-$40.4K)

Filed 2026-10-21

Creative Planning

INCREASED

Shares5,309 from 4,719

Change+590 (+13%)

Value$515.4K (+$22.3K)

Filed 2026-11-02

Park Avenue Securities LLC

INCREASED

Shares4,948 from 3,545

Change+1,403 (+40%)

Value$480.0K (+$110.0K)

Filed 2026-10-26

Calamos Advisors LLC

NEW

Shares4,928

Change+4,928

Value$478.4K

Filed 2026-11-02

NorthCrest Asset Manangement, LLC

DECREASED

Shares4,803 from 4,850

Change-47 (-1%)

Value$492.7K (-$36.6K)

Filed 2026-10-13

Yorktown Management & Research Co Inc

NEW

Shares4,400

Change+4,400

Value$427.2K

Filed 2026-10-28

Level Four Advisory Services, LLC

DECREASED

Shares4,397 from 5,396

Change-999 (-19%)

Value$426.9K (-$137.0K)

Filed 2026-11-06

Atria Investments, Inc

INCREASED

Shares4,046 from 3,500

Change+546 (+16%)

Value$392.8K (+$27.0K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

INCREASED

Shares3,862 from 1,717

Change+2,145 (+125%)

Value$374.9K (+$195.5K)

Filed 2026-11-06

Pictet Asset Management Holding SA

DECREASED

Shares3,817 from 4,697

Change-880 (-19%)

Value$370.6K (-$120.3K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares3,604 from 3,747

Change-143 (-4%)

Value$349.9K (-$41.7K)

Filed 2026-10-29

BankChampaign, National Association

NEW

Shares3,266

Change+3,266

Value$317.1K

Filed 2026-10-19

Linden Thomas Advisory Services, LLC

DECREASED

Shares3,179 from 3,233

Change-54 (-2%)

Value$308.6K (-$29.2K)

Filed 2026-10-19

CenterBook Partners LP

DECREASED

Shares2,687 from 3,167

Change-480 (-15%)

Value$260.9K (-$70.1K)

Filed 2026-11-02

Xponance LLC

DECREASED

Shares2,597 from 2,681

Change-84 (-3%)

Value$252.1K (-$28.0K)

Filed 2026-11-03

Keybank National Association

INCREASED

Shares2,575 from 2,541

Change+34 (+1%)

Value$250.0K (-$15.6K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

INCREASED

Shares2,246 from 2,208

Change+38 (+2%)

Value$218.0K (-$12.7K)

Filed 2026-10-20

Personal CFO Solutions, LLC

NEW

Shares2,073

Change+2,073

Value$201.2K

Filed 2026-11-06

Swiss Life Asset Management Ltd

UNCHANGED

Shares2,066 from 2,066

Change0 (0%)

Value$200.6K (-$15.3K)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares2,025 from 4,352

Change-2,327 (-53%)

Value$196.6K (-$258.2K)

Filed 2026-11-05

Mitsubishi UFJ Asset Management Co., Ltd.

DECREASED

Shares1,760 from 1,861

Change-101 (-5%)

Value$170.9K (-$23.6K)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares1,494 from 666

Change+828 (+124%)

Value$145.0K (+$75.4K)

Filed 2026-10-08

Assetmark, Inc

INCREASED

Shares1,418 from 1,192

Change+226 (+19%)

Value$137.7K (+$13.1K)

Filed 2026-10-21

Nykredit A/S

UNCHANGED

Shares1,357 from 1,357

Change0 (0%)

Value$131.7K (-$10.1K)

Filed 2026-11-06

Parkside Financial Bank & Trust

DECREASED

Shares1,046 from 1,166

Change-120 (-10%)

Value$101.5K (-$20.3K)

Filed 2026-10-27

KBC Group NV

UNCHANGED

Shares873 from 873

Change0 (0%)

Value$85.0K (-$6.0K)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares869 from 93

Change+776 (+834%)

Value$84.4K (+$74.6K)

Filed 2026-10-22

Ares Financial Consulting, LLC

UNCHANGED

Shares720 from 720

Change0 (0%)

Value$69.9K (-$5.3K)

Filed 2026-10-19

Covestor Ltd

INCREASED

Shares673 from 110

Change+563 (+512%)

Value$65.0K (+$65.0K)

Filed 2026-10-30

DekaBank Deutsche Girozentrale

NEW

Shares629

Change+629

Value$62

Filed 2026-10-27

Versant Capital Management, Inc

DECREASED

Shares418 from 421

Change-3 (-1%)

Value$40.6K (-$3.4K)

Filed 2026-10-02

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares393 from 289

Change+104 (+36%)

Value$38.2K (+$8.0K)

Filed 2026-10-27

Larson Financial Group LLC

DECREASED

Shares281 from 291

Change-10 (-3%)

Value$27.3K (-$3.1K)

Filed 2026-11-05

UMB Bank, n.a.

INCREASED

Shares277 from 265

Change+12 (+5%)

Value$26.9K (-$802)

Filed 2026-11-06

Lanark Financial, Inc.

DECREASED

Shares275 from 362

Change-87 (-24%)

Value$26.7K (-$11.1K)

Filed 2026-10-26

Allworth Financial LP

INCREASED

Shares218 from 213

Change+5 (+2%)

Value$22.8K (+$522)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares213 from 215

Change-2 (-1%)

Value$20.7K (-$1.8K)

Filed 2026-10-08

Salomon & Ludwin, LLC

UNCHANGED

Shares212 from 212

Change0 (0%)

Value$20.6K (-$2.5K)

Filed 2026-10-29

Summit Securities Group LLC

NEW

Shares127

Change+127

Value$12.3K

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares90 from 88

Change+2 (+2%)

Value$8.7K (-$459)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares70 from 57

Change+13 (+23%)

Value$6.8K (+$837)

Filed 2026-11-04

WPG Advisers, LLC

NEW

Shares61

Change+61

Value$5.9K

Filed 2026-10-27

Key FInancial Inc

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$5.8K (-$445)

Filed 2026-11-02

Essential Partners LLC

DECREASED

Shares47 from 72

Change-25 (-35%)

Value$4.6K (-$3.0K)

Filed 2026-10-14

CoreCap Advisors, LLC

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$4.6K (-$349)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares41

Change+41

Value$4.0K

Filed 2026-10-21

SBI Securities Co., Ltd.

DECREASED

Shares40 from 41

Change-1 (-2%)

Value$3.9K (-$402)

Filed 2026-10-22

Cullen T Bankers, Inc.

NEW

Shares32

Change+32

Value$3.1K

Filed 2026-10-28

Parallel Advisors, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$2.6K (-$201)

Filed 2026-11-03

Farmers & Merchants Investments Inc

INCREASED

Shares23 from 13

Change+10 (+77%)

Value$2.2K (+$874)

Filed 2026-10-22

Physician Wealth Advisors, Inc.

INCREASED

Shares22 from 11

Change+11 (+100%)

Value$2.1K (+$986)

Filed 2026-10-20

Montag A & Associates Inc

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$2.0K (-$157)

Filed 2026-10-29

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.7K (-$127)

Filed 2026-10-05

True Wealth Design, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$680 (-$52)

Filed 2026-10-13

Signaturefd, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$680 (-$52)

Filed 2026-10-23

UMB Private Wealth Management, LLC

NEW

Shares6

Change+6

Value$582

Filed 2026-10-19

Valley National Advisers Inc

NEW

Shares5

Change+5

Value$486

Filed 2026-10-23

Silver Grove Financial Group, Inc.

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$388 (+$179)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares4 from 3

Change+1 (+33%)

Value$389 (+$75)

Filed 2026-10-26

Gilpin Wealth Management, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$389 (-$29)

Filed 2026-10-09

JFS Wealth Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$389 (-$29)

Filed 2026-11-03

Clearstead Advisors, LLC

DECREASED

Shares3 from 7

Change-4 (-57%)

Value$292 (-$440)

Filed 2026-11-06

Triumph Capital Management

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$291 (-$23)

Filed 2026-10-14

Mather Group, Llc.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$291 (-$23)

Filed 2026-10-14

Signature Equity Partners, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$291 (-$23)

Filed 2026-10-29

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$291 (-$23)

Filed 2026-10-29

Financial Consulate, Inc

NEW

Shares2

Change+2

Value$195

Filed 2026-10-23

Davis Capital Management

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$194 (+$89)

Filed 2026-10-08

Hughes Financial Services, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$232 (+$23)

Filed 2026-10-30

Provenance Wealth Advisors, LLC

NEW

Shares1

Change+1

Value$97

Filed 2026-10-30

Proathlete Wealth Management LLC

NEW

Shares1

Change+1

Value$97

Filed 2026-10-15

Lisanti Capital Growth, LLC

CLOSED

Shares0 from 37,130

Change-37,130 (-100%)

Value$0 (-$3.9M)

Filed 2026-11-05

Jackson Creek Investment Advisors LLC

CLOSED

Shares0 from 15,223

Change-15,223 (-100%)

Value$0 (-$1.6M)

Filed 2026-11-04

State of Wyoming

CLOSED

Shares0 from 4,763

Change-4,763 (-100%)

Value$0 (-$497.7K)

Filed 2026-10-28

Virginia Retirement Systems ET Al

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$261.3K)

Filed 2026-10-28

MCF Advisors LLC

CLOSED

Shares0 from 478

Change-478 (-100%)

Value$0 (-$50.0K)

Filed 2026-10-28

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 217

Change-217 (-100%)

Value$0 (-$22.7K)

Filed 2026-11-06

Tokio Marine Asset Management Co LTD

CLOSED

Shares0 from 61

Change-61 (-100%)

Value$0 (-$6.4K)

Filed 2026-10-26

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$627)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 4,131,139

Change-4,131,139 (-100%)

Value—

MAK Capital One LLC

N/A

Shares— from 1,192,730

Change-1,192,730 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,142,492

Change-1,142,492 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,117,088

Change-1,117,088 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,093,162

Change-1,093,162 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 877,928

Change-877,928 (-100%)

Value—

FMR LLC

N/A

Shares— from 744,802

Change-744,802 (-100%)

Value—

Artisan Partners Limited Partnership

N/A

Shares— from 692,735

Change-692,735 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 687,962

Change-687,962 (-100%)

Value—

Nine Ten Capital Management LLC

N/A

Shares— from 655,513

Change-655,513 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 608,050

Change-608,050 (-100%)

Value—

AltraVue Capital, LLC

N/A

Shares— from 552,557

Change-552,557 (-100%)

Value—

Geneva Capital Management LLC

N/A

Shares— from 532,995

Change-532,995 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 494,132

Change-494,132 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 427,845

Change-427,845 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 414,753

Change-414,753 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 413,984

Change-413,984 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 373,069

Change-373,069 (-100%)

Value—

Next Century Growth Investors LLC

N/A

Shares— from 366,052

Change-366,052 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 363,687

Change-363,687 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 363,413

Change-363,413 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 359,639

Change-359,639 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 337,620

Change-337,620 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 312,277

Change-312,277 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 308,841

Change-308,841 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 283,252

Change-283,252 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 277,666

Change-277,666 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 266,504

Change-266,504 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 242,929

Change-242,929 (-100%)

Value—

UBS Group AG

N/A

Shares— from 232,760

Change-232,760 (-100%)

Value—

Snyder Capital Management L P

N/A

Shares— from 230,774

Change-230,774 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 223,019

Change-223,019 (-100%)

Value—

Bamco Inc

N/A

Shares— from 197,104

Change-197,104 (-100%)

Value—

DF Dent & Co Inc

N/A

Shares— from 194,256

Change-194,256 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 187,893

Change-187,893 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 183,269

Change-183,269 (-100%)

Value—

Stephens Investment Management Group LLC

N/A

Shares— from 174,363

Change-174,363 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 159,080

Change-159,080 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 158,411

Change-158,411 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 155,955

Change-155,955 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 141,797

Change-141,797 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 141,060

Change-141,060 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 131,287

Change-131,287 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 122,397

Change-122,397 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 116,049

Change-116,049 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 115,019

Change-115,019 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 108,838

Change-108,838 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 99,709

Change-99,709 (-100%)

Value—

Granahan Investment Management, LLC

N/A

Shares— from 94,777

Change-94,777 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 88,137

Change-88,137 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 87,615

Change-87,615 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 84,429

Change-84,429 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 79,273

Change-79,273 (-100%)

Value—

Roubaix Capital, LLC

N/A

Shares— from 77,079

Change-77,079 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 68,481

Change-68,481 (-100%)

Value—

Resolute Capital Asset Partners LLC

N/A

Shares— from 65,000

Change-65,000 (-100%)

Value—

Osterweis Capital Management Inc

N/A

Shares— from 62,440

Change-62,440 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 60,544

Change-60,544 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 60,085

Change-60,085 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 59,332

Change-59,332 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 58,753

Change-58,753 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 56,865

Change-56,865 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 54,651

Change-54,651 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 54,288

Change-54,288 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 50,800

Change-50,800 (-100%)

Value—

EFG International AG

N/A

Shares— from 44,508

Change-44,508 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 33,758

Change-33,758 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 30,640

Change-30,640 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 29,447

Change-29,447 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 28,472

Change-28,472 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 25,801

Change-25,801 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 22,505

Change-22,505 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 22,326

Change-22,326 (-100%)

Value—

Formula Growth LTD

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 20,437

Change-20,437 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 18,608

Change-18,608 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 16,980

Change-16,980 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 16,607

Change-16,607 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 16,075

Change-16,075 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 15,355

Change-15,355 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 14,051

Change-14,051 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 14,005

Change-14,005 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 13,740

Change-13,740 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 13,586

Change-13,586 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 12,534

Change-12,534 (-100%)

Value—

G2 Investment Partners Management LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 12,133

Change-12,133 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 12,047

Change-12,047 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 11,910

Change-11,910 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 10,462

Change-10,462 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 9,931

Change-9,931 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 9,917

Change-9,917 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 9,454

Change-9,454 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 9,387

Change-9,387 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,060

Change-9,060 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 8,659

Change-8,659 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,640

Change-8,640 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 7,770

Change-7,770 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 7,742

Change-7,742 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 7,740

Change-7,740 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7,669

Change-7,669 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 7,480

Change-7,480 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,030

Change-7,030 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 6,959

Change-6,959 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 6,715

Change-6,715 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 6,670

Change-6,670 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 6,517

Change-6,517 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 6,238

Change-6,238 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 6,116

Change-6,116 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 5,700

Change-5,700 (-100%)

Value—

Intrust Bank NA

N/A

Shares— from 5,278

Change-5,278 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 5,263

Change-5,263 (-100%)

Value—

Aviva PLC

N/A

Shares— from 5,027

Change-5,027 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 4,704

Change-4,704 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,538

Change-4,538 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 4,440

Change-4,440 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 4,312

Change-4,312 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 3,696

Change-3,696 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 3,688

Change-3,688 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 3,532

Change-3,532 (-100%)

Value—

Vawter Financial, Ltd.

N/A

Shares— from 3,425

Change-3,425 (-100%)

Value—

Summitry LLC

N/A

Shares— from 3,422

Change-3,422 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,418

Change-3,418 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 3,391

Change-3,391 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 3,281

Change-3,281 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 3,280

Change-3,280 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 3,255

Change-3,255 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 3,203

Change-3,203 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,072

Change-3,072 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 2,992

Change-2,992 (-100%)

Value—

Storgate, LLC

N/A

Shares— from 2,954

Change-2,954 (-100%)

Value—

NorthCoast Asset Management LLC

N/A

Shares— from 2,852

Change-2,852 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 2,759

Change-2,759 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 2,627

Change-2,627 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,573

Change-2,573 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 2,470

Change-2,470 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,413

Change-2,413 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,391

Change-2,391 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,361

Change-2,361 (-100%)

Value—

RiverPark Advisors, LLC

N/A

Shares— from 2,334

Change-2,334 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 2,235

Change-2,235 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,204

Change-2,204 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 2,197

Change-2,197 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 2,170

Change-2,170 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 2,120

Change-2,120 (-100%)

Value—

Allstate Corp

N/A

Shares— from 2,097

Change-2,097 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 2,008

Change-2,008 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 1,776

Change-1,776 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,514

Change-1,514 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,470

Change-1,470 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 1,467

Change-1,467 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,060

Change-1,060 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 1,020

Change-1,020 (-100%)

Value—

SBI Okasan Asset Management Co.Ltd.

N/A

Shares— from 900

Change-900 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 884

Change-884 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 817

Change-817 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 806

Change-806 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 585

Change-585 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 560

Change-560 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 541

Change-541 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 510

Change-510 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 472

Change-472 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 445

Change-445 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 443

Change-443 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 420

Change-420 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 374

Change-374 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 258

Change-258 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 215

Change-215 (-100%)

Value—

Silvant Capital Management LLC

N/A

Shares— from 210

Change-210 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 189

Change-189 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 164

Change-164 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 136

Change-136 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 128

Change-128 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 118

Change-118 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 46

Change-46 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 33

Change-33 (-100%)

Value—

Quarry LP

N/A

Shares— from 33

Change-33 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Wasatch Advisors LP	INCREASED	939,015	937,420	+1,595	+0%	$98.0M	$91.2M	-$6.8M	2026-10-13
Geode Capital Management, LLC	DECREASED	704,870	705,109	-239	0%	$73.7M	$68.4M	-$5.3M	2026-11-06
William Blair Investment Management, LLC	DECREASED	427,638	433,604	-5,966	-1%	$45.3M	$41.5M	-$3.8M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	427,482	408,757	+18,725	+5%	$42.7M	$41.5M	-$1.2M	2026-11-04
Principal Financial Group Inc	DECREASED	397,987	436,774	-38,787	-9%	$45.6M	$38.6M	-$7.0M	2026-11-02
Conestoga Capital Advisors, LLC	DECREASED	385,294	476,554	-91,260	-19%	$49.8M	$37.4M	-$12.4M	2026-11-02
Deutsche Bank Ag\	DECREASED	204,779	206,636	-1,857	-1%	$21.6M	$19.9M	-$1.7M	2026-11-06
Penn Capital Management Company, LLC	DECREASED	189,805	231,237	-41,432	-18%	$24.2M	$18.5M	-$5.7M	2026-11-04
Bank of New York Mellon Corp	DECREASED	187,600	194,277	-6,677	-3%	$20.3M	$18.2M	-$2.1M	2026-11-05
Riverbridge Partners LLC	DECREASED	164,746	179,573	-14,827	-8%	$18.8M	$16.0M	-$2.8M	2026-11-05
Brown Capital Management LLC	DECREASED	122,751	132,299	-9,548	-7%	$13.8M	$11.9M	-$1.9M	2026-10-27
Granite Investment Partners, LLC	DECREASED	72,360	75,237	-2,877	-4%	$7.9M	$7.0M	-$837.6K	2026-11-04
Mutual of America Capital Management LLC	DECREASED	69,668	70,640	-972	-1%	$7.4M	$6.8M	-$618.5K	2026-10-23
Fifth Third Bancorp	DECREASED	64,715	67,293	-2,578	-4%	$7.0M	$6.3M	-$749.6K	2026-11-05
Russell Investments Group, Ltd.	DECREASED	56,161	59,529	-3,368	-6%	$6.2M	$5.5M	-$768.6K	2026-11-06
New York State Teachers Retirement System	DECREASED	30,540	31,840	-1,300	-4%	$3.3M	$3.0M	-$362.0K	2026-10-22
Summit Creek Advisors LLC	DECREASED	29,902	43,779	-13,877	-32%	$4.6M	$2.9M	-$1.7M	2026-11-03
Harbor Capital Advisors, Inc.	INCREASED	22,221	10,072	+12,149	+121%	$1.1M	$2.2M	+$1.1M	2026-10-22
B. Metzler seel. Sohn & Co. AG	UNCHANGED	22,065	22,065	0	0%	$2.3M	$2.1M	-$163.7K	2026-10-30
Dana Investment Advisors, Inc.	DECREASED	21,480	23,824	-2,344	-10%	$2.5M	$2.1M	-$404.3K	2026-11-06
Oppenheimer Asset Management Inc.	DECREASED	18,844	19,450	-606	-3%	$2.0M	$1.8M	-$203.2K	2026-10-27
Albert D Mason Inc	INCREASED	18,778	18,620	+158	+1%	$1.9M	$1.8M	-$122.8K	2026-10-27
Thrivent Financial for Lutherans	DECREASED	16,284	16,751	-467	-3%	$1.8M	$1.6M	-$169.0K	2026-11-05
Illinois Municipal Retirement Fund	NEW	14,352	—	+14,352	—	—	$1.4M	—	2026-11-05
LPL Financial LLC	INCREASED	13,707	10,686	+3,021	+28%	$1.1M	$1.3M	+$214.0K	2026-11-06
Barclays PLC	INCREASED	11,992	4,662	+7,330	+157%	$487.2K	$1.2M	+$677.0K	2026-11-06
Louisiana State Employees Retirement System	DECREASED	10,900	11,200	-300	-3%	$1.2M	$1.1M	-$112.2K	2026-10-20
State of New Jersey Common Pension Fund D	DECREASED	10,345	14,523	-4,178	-29%	$1.5M	$1.0M	-$513.4K	2026-11-05
Truist Financial Corp	INCREASED	9,462	7,215	+2,247	+31%	$754.0K	$918.6K	+$164.6K	2026-10-30
Achmea Investment Management B.V.	NEW	8,100	—	+8,100	—	—	$787.0K	—	2026-10-30
Arizona State Retirement System	INCREASED	7,149	6,980	+169	+2%	$729.4K	$694.0K	-$35.4K	2026-11-03
State of Alaska, Department of Revenue	DECREASED	6,890	10,905	-4,015	-37%	$1.1M	$667.0K	-$470.0K	2026-10-15
Strs Ohio	INCREASED	6,800	5,900	+900	+15%	$616.6K	$660.1K	+$43.6K	2026-10-30
Yousif Capital Management, LLC	DECREASED	6,755	6,815	-60	-1%	$712.2K	$655.8K	-$56.4K	2026-10-22
Amalgamated Bank	DECREASED	6,706	6,875	-169	-2%	$718.0K	$651.0K	-$67.0K	2026-10-23
Wealth Enhancement Advisory Services, LLC	INCREASED	6,247	6,216	+31	+1%	$148.1K	$148.1K	+$49	2026-10-13
HB Wealth Management, LLC	INCREASED	6,140	6,088	+52	+1%	$636.2K	$596.1K	-$40.1K	2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	6,032	6,049	-17	0%	$632.1K	$585.6K	-$46.5K	2026-11-03
Amundi	INCREASED	5,954	5,448	+506	+9%	$569.3K	$578.0K	+$8.7K	2026-11-06
Imc-Chicago, LLC	NEW	5,946	—	+5,946	—	—	$577.2K	—	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	5,719	5,815	-96	-2%	$607.7K	$555.2K	-$52.5K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	5,666	3,703	+1,963	+53%	$387.0K	$550.1K	+$163.1K	2026-11-05
Citigroup Inc	DECREASED	5,453	15,548	-10,095	-65%	$1.6M	$529.4K	-$1.1M	2026-11-04
L. Roy Papp & Associates, LLP	UNCHANGED	5,445	5,445	0	0%	$569.0K	$528.6K	-$40.4K	2026-10-21
Creative Planning	INCREASED	5,309	4,719	+590	+13%	$493.1K	$515.4K	+$22.3K	2026-11-02
Park Avenue Securities LLC	INCREASED	4,948	3,545	+1,403	+40%	$370.0K	$480.0K	+$110.0K	2026-10-26
Calamos Advisors LLC	NEW	4,928	—	+4,928	—	—	$478.4K	—	2026-11-02
NorthCrest Asset Manangement, LLC	DECREASED	4,803	4,850	-47	-1%	$529.3K	$492.7K	-$36.6K	2026-10-13
Yorktown Management & Research Co Inc	NEW	4,400	—	+4,400	—	—	$427.2K	—	2026-10-28
Level Four Advisory Services, LLC	DECREASED	4,397	5,396	-999	-19%	$563.9K	$426.9K	-$137.0K	2026-11-06
Atria Investments, Inc	INCREASED	4,046	3,500	+546	+16%	$365.8K	$392.8K	+$27.0K	2026-10-15
PNC Financial Services Group, Inc.	INCREASED	3,862	1,717	+2,145	+125%	$179.4K	$374.9K	+$195.5K	2026-11-06
Pictet Asset Management Holding SA	DECREASED	3,817	4,697	-880	-19%	$490.8K	$370.6K	-$120.3K	2026-11-03
ProShare Advisors LLC	DECREASED	3,604	3,747	-143	-4%	$391.6K	$349.9K	-$41.7K	2026-10-29
BankChampaign, National Association	NEW	3,266	—	+3,266	—	—	$317.1K	—	2026-10-19
Linden Thomas Advisory Services, LLC	DECREASED	3,179	3,233	-54	-2%	$337.8K	$308.6K	-$29.2K	2026-10-19
CenterBook Partners LP	DECREASED	2,687	3,167	-480	-15%	$331.0K	$260.9K	-$70.1K	2026-11-02
Xponance LLC	DECREASED	2,597	2,681	-84	-3%	$280.2K	$252.1K	-$28.0K	2026-11-03
Keybank National Association	INCREASED	2,575	2,541	+34	+1%	$265.5K	$250.0K	-$15.6K	2026-11-04
Nisa Investment Advisors, LLC	INCREASED	2,246	2,208	+38	+2%	$230.7K	$218.0K	-$12.7K	2026-10-20
Personal CFO Solutions, LLC	NEW	2,073	—	+2,073	—	—	$201.2K	—	2026-11-06
Swiss Life Asset Management Ltd	UNCHANGED	2,066	2,066	0	0%	$215.9K	$200.6K	-$15.3K	2026-11-03
US Bancorp \de\	DECREASED	2,025	4,352	-2,327	-53%	$454.8K	$196.6K	-$258.2K	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	DECREASED	1,760	1,861	-101	-5%	$194.5K	$170.9K	-$23.6K	2026-11-05
Gamma Investing LLC	INCREASED	1,494	666	+828	+124%	$69.6K	$145.0K	+$75.4K	2026-10-08
Assetmark, Inc	INCREASED	1,418	1,192	+226	+19%	$124.6K	$137.7K	+$13.1K	2026-10-21
Nykredit A/S	UNCHANGED	1,357	1,357	0	0%	$141.8K	$131.7K	-$10.1K	2026-11-06
Parkside Financial Bank & Trust	DECREASED	1,046	1,166	-120	-10%	$121.8K	$101.5K	-$20.3K	2026-10-27
KBC Group NV	UNCHANGED	873	873	0	0%	$91.0K	$85.0K	-$6.0K	2026-10-22
Sterling Capital Management LLC	INCREASED	869	93	+776	+834%	$9.7K	$84.4K	+$74.6K	2026-10-22
Ares Financial Consulting, LLC	UNCHANGED	720	720	0	0%	$75.2K	$69.9K	-$5.3K	2026-10-19
Covestor Ltd	INCREASED	673	110	+563	+512%	$12	$65.0K	+$65.0K	2026-10-30
DekaBank Deutsche Girozentrale	NEW	629	—	+629	—	—	$62	—	2026-10-27
Versant Capital Management, Inc	DECREASED	418	421	-3	-1%	$44.0K	$40.6K	-$3.4K	2026-10-02
Pinnacle Wealth Planning Services, Inc.	INCREASED	393	289	+104	+36%	$30.2K	$38.2K	+$8.0K	2026-10-27
Larson Financial Group LLC	DECREASED	281	291	-10	-3%	$30.4K	$27.3K	-$3.1K	2026-11-05
UMB Bank, n.a.	INCREASED	277	265	+12	+5%	$27.7K	$26.9K	-$802	2026-11-06
Lanark Financial, Inc.	DECREASED	275	362	-87	-24%	$37.8K	$26.7K	-$11.1K	2026-10-26
Allworth Financial LP	INCREASED	218	213	+5	+2%	$22.3K	$22.8K	+$522	2026-11-06
Farther Finance Advisors, LLC	DECREASED	213	215	-2	-1%	$22.5K	$20.7K	-$1.8K	2026-10-08
Salomon & Ludwin, LLC	UNCHANGED	212	212	0	0%	$23.1K	$20.6K	-$2.5K	2026-10-29
Summit Securities Group LLC	NEW	127	—	+127	—	—	$12.3K	—	2026-11-05
IFP Advisors, Inc	INCREASED	90	88	+2	+2%	$9.2K	$8.7K	-$459	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	70	57	+13	+23%	$6.0K	$6.8K	+$837	2026-11-04
WPG Advisers, LLC	NEW	61	—	+61	—	—	$5.9K	—	2026-10-27
Key FInancial Inc	UNCHANGED	60	60	0	0%	$6.3K	$5.8K	-$445	2026-11-02
Essential Partners LLC	DECREASED	47	72	-25	-35%	$7.5K	$4.6K	-$3.0K	2026-10-14
CoreCap Advisors, LLC	UNCHANGED	47	47	0	0%	$4.9K	$4.6K	-$349	2026-10-08
Root Financial Partners, LLC	NEW	41	—	+41	—	—	$4.0K	—	2026-10-21
SBI Securities Co., Ltd.	DECREASED	40	41	-1	-2%	$4.3K	$3.9K	-$402	2026-10-22
Cullen T Bankers, Inc.	NEW	32	—	+32	—	—	$3.1K	—	2026-10-28
Parallel Advisors, LLC	UNCHANGED	27	27	0	0%	$2.8K	$2.6K	-$201	2026-11-03
Farmers & Merchants Investments Inc	INCREASED	23	13	+10	+77%	$1.4K	$2.2K	+$874	2026-10-22
Physician Wealth Advisors, Inc.	INCREASED	22	11	+11	+100%	$1.2K	$2.1K	+$986	2026-10-20
Montag A & Associates Inc	UNCHANGED	21	21	0	0%	$2.2K	$2.0K	-$157	2026-10-29
MassMutual Private Wealth & Trust, FSB	UNCHANGED	17	17	0	0%	$1.8K	$1.7K	-$127	2026-10-05
True Wealth Design, LLC	UNCHANGED	7	7	0	0%	$732	$680	-$52	2026-10-13
Signaturefd, LLC	UNCHANGED	7	7	0	0%	$732	$680	-$52	2026-10-23
UMB Private Wealth Management, LLC	NEW	6	—	+6	—	—	$582	—	2026-10-19
Valley National Advisers Inc	NEW	5	—	+5	—	—	$486	—	2026-10-23
Silver Grove Financial Group, Inc.	INCREASED	4	2	+2	+100%	$209	$388	+$179	2026-11-05
SJS Investment Consulting Inc.	INCREASED	4	3	+1	+33%	$314	$389	+$75	2026-10-26
Gilpin Wealth Management, LLC	UNCHANGED	4	4	0	0%	$418	$389	-$29	2026-10-09
JFS Wealth Advisors, LLC	UNCHANGED	4	4	0	0%	$418	$389	-$29	2026-11-03
Clearstead Advisors, LLC	DECREASED	3	7	-4	-57%	$732	$292	-$440	2026-11-06
Triumph Capital Management	UNCHANGED	3	3	0	0%	$314	$291	-$23	2026-10-14
Mather Group, Llc.	UNCHANGED	3	3	0	0%	$314	$291	-$23	2026-10-14
Signature Equity Partners, LLC	UNCHANGED	3	3	0	0%	$314	$291	-$23	2026-10-29
Caitong International Asset Management Co., Ltd	UNCHANGED	3	3	0	0%	$314	$291	-$23	2026-10-29
Financial Consulate, Inc	NEW	2	—	+2	—	—	$195	—	2026-10-23
Davis Capital Management	INCREASED	2	1	+1	+100%	$105	$194	+$89	2026-10-08
Hughes Financial Services, LLC	UNCHANGED	2	2	0	0%	$209	$232	+$23	2026-10-30
Provenance Wealth Advisors, LLC	NEW	1	—	+1	—	—	$97	—	2026-10-30
Proathlete Wealth Management LLC	NEW	1	—	+1	—	—	$97	—	2026-10-15
Lisanti Capital Growth, LLC	CLOSED	0	37,130	-37,130	-100%	$3.9M	$0	-$3.9M	2026-11-05
Jackson Creek Investment Advisors LLC	CLOSED	0	15,223	-15,223	-100%	$1.6M	$0	-$1.6M	2026-11-04
State of Wyoming	CLOSED	0	4,763	-4,763	-100%	$497.7K	$0	-$497.7K	2026-10-28
Virginia Retirement Systems ET Al	CLOSED	0	2,500	-2,500	-100%	$261.3K	$0	-$261.3K	2026-10-28
MCF Advisors LLC	CLOSED	0	478	-478	-100%	$50.0K	$0	-$50.0K	2026-10-28
Institute for Wealth Management, Llc.	CLOSED	0	217	-217	-100%	$22.7K	$0	-$22.7K	2026-11-06
Tokio Marine Asset Management Co LTD	CLOSED	0	61	-61	-100%	$6.4K	$0	-$6.4K	2026-10-26
Plante Moran Financial Advisors, LLC	CLOSED	0	6	-6	-100%	$627	$0	-$627	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-06
BlackRock, Inc.	N/A	—	4,131,139	-4,131,139	-100%	$431.7M	—	—	—
MAK Capital One LLC	N/A	—	1,192,730	-1,192,730	-100%	$124.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,142,492	-1,142,492	-100%	$119.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,117,088	-1,117,088	-100%	$116.7M	—	—	—
State Street Corp	N/A	—	1,093,162	-1,093,162	-100%	$114.2M	—	—	—
American Century Companies Inc	N/A	—	877,928	-877,928	-100%	$91.7M	—	—	—
FMR LLC	N/A	—	744,802	-744,802	-100%	$77.8M	—	—	—
Artisan Partners Limited Partnership	N/A	—	692,735	-692,735	-100%	$72.4M	—	—	—
Franklin Resources Inc	N/A	—	687,962	-687,962	-100%	$71.9M	—	—	—
Nine Ten Capital Management LLC	N/A	—	655,513	-655,513	-100%	$68.5M	—	—	—
Wellington Management Group LLP	N/A	—	608,050	-608,050	-100%	$63.5M	—	—	—
AltraVue Capital, LLC	N/A	—	552,557	-552,557	-100%	$57.7M	—	—	—
Geneva Capital Management LLC	N/A	—	532,995	-532,995	-100%	$55.7M	—	—	—
JPMorgan Chase & Co	N/A	—	494,132	-494,132	-100%	$51.2M	—	—	—
Emerald Advisers, LLC	N/A	—	427,845	-427,845	-100%	$44.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	414,753	-414,753	-100%	$43.3M	—	—	—
Capital Research Global Investors	N/A	—	413,984	-413,984	-100%	$43.3M	—	—	—
Nomura Asset Management International Inc.	N/A	—	373,069	-373,069	-100%	$39.0M	—	—	—
Next Century Growth Investors LLC	N/A	—	366,052	-366,052	-100%	$38.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	363,687	-363,687	-100%	$38.0M	—	—	—
Jennison Associates LLC	N/A	—	363,413	-363,413	-100%	$38.0M	—	—	—
New York State Common Retirement Fund	N/A	—	359,639	-359,639	-100%	$37.6M	—	—	—
Northern Trust Corp	N/A	—	337,620	-337,620	-100%	$35.3M	—	—	—
Morgan Stanley	N/A	—	312,277	-312,277	-100%	$32.6M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	308,841	-308,841	-100%	$32.3M	—	—	—
Royal Bank of Canada	N/A	—	283,252	-283,252	-100%	$29.6M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	277,666	-277,666	-100%	$29.0M	—	—	—
Loomis Sayles & Co L P	N/A	—	266,504	-266,504	-100%	$27.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	242,929	-242,929	-100%	$25.4M	—	—	—
UBS Group AG	N/A	—	232,760	-232,760	-100%	$24.3M	—	—	—
Snyder Capital Management L P	N/A	—	230,774	-230,774	-100%	$24.1M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	223,019	-223,019	-100%	$23.3M	—	—	—
Bamco Inc	N/A	—	197,104	-197,104	-100%	$20.6M	—	—	—
DF Dent & Co Inc	N/A	—	194,256	-194,256	-100%	$20.3M	—	—	—
Royce & Associates LP	N/A	—	187,893	-187,893	-100%	$19.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	183,269	-183,269	-100%	$19.2M	—	—	—
Stephens Investment Management Group LLC	N/A	—	174,363	-174,363	-100%	$18.2M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	159,080	-159,080	-100%	$16.6M	—	—	—
Bank of America Corp	N/A	—	158,411	-158,411	-100%	$16.6M	—	—	—
Nuveen, LLC	N/A	—	155,955	-155,955	-100%	$16.3M	—	—	—
WCM Investment Management, LLC	N/A	—	141,797	-141,797	-100%	$14.7M	—	—	—
Legato Capital Management LLC	N/A	—	141,060	-141,060	-100%	$14.7M	—	—	—
Peregrine Capital Management LLC	N/A	—	131,287	-131,287	-100%	$13.7M	—	—	—
Raymond James Financial Inc	N/A	—	122,397	-122,397	-100%	$12.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	116,049	-116,049	-100%	$12.1M	—	—	—
Ameriprise Financial Inc	N/A	—	115,019	-115,019	-100%	$12.0M	—	—	—
SEI Investments Co	N/A	—	108,838	-108,838	-100%	$11.4M	—	—	—
Invesco Ltd.	N/A	—	99,709	-99,709	-100%	$10.4M	—	—	—
Granahan Investment Management, LLC	N/A	—	94,777	-94,777	-100%	$9.9M	—	—	—
Fred Alger Management, LLC	N/A	—	88,137	-88,137	-100%	$9.2M	—	—	—
Public Sector Pension Investment Board	N/A	—	87,615	-87,615	-100%	$9.2M	—	—	—
Trexquant Investment LP	N/A	—	84,429	-84,429	-100%	$8.8M	—	—	—
Prudential Financial Inc	N/A	—	79,273	-79,273	-100%	$8.3M	—	—	—
Roubaix Capital, LLC	N/A	—	77,079	-77,079	-100%	$8.1M	—	—	—
Canada Life Assurance Co	N/A	—	68,481	-68,481	-100%	$7.1M	—	—	—
Resolute Capital Asset Partners LLC	N/A	—	65,000	-65,000	-100%	$6.8M	—	—	—
Osterweis Capital Management Inc	N/A	—	62,440	-62,440	-100%	$6.5M	—	—	—
Rhumbline Advisers	N/A	—	60,544	-60,544	-100%	$6.3M	—	—	—
AQR Capital Management LLC	N/A	—	60,085	-60,085	-100%	$6.3M	—	—	—
Wells Fargo & Company	N/A	—	59,332	-59,332	-100%	$6.2M	—	—	—
Legal & General Group Plc	N/A	—	58,753	-58,753	-100%	$6.1M	—	—	—
Picton Mahoney Asset Management	N/A	—	56,865	-56,865	-100%	$5.9M	—	—	—
HRT Financial LP	N/A	—	54,651	-54,651	-100%	$5.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	54,288	-54,288	-100%	$5.7M	—	—	—
Swiss National Bank	N/A	—	50,800	-50,800	-100%	$5.3M	—	—	—
EFG International AG	N/A	—	44,508	-44,508	-100%	$4.6M	—	—	—
Alliancebernstein L.P.	N/A	—	33,758	-33,758	-100%	$2.4M	—	—	—
California State Teachers Retirement System	N/A	—	30,640	-30,640	-100%	$3.2M	—	—	—
Lazard Asset Management LLC	N/A	—	29,447	-29,447	-100%	$3.1M	—	—	—
Citadel Advisors LLC	N/A	—	28,472	-28,472	-100%	$3.0M	—	—	—
Bessemer Group Inc	N/A	—	25,801	-25,801	-100%	$2.7M	—	—	—
RBF Capital, LLC	N/A	—	22,505	-22,505	-100%	$2.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	22,326	-22,326	-100%	$2.3M	—	—	—
Formula Growth LTD	N/A	—	22,000	-22,000	-100%	$2.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	20,437	-20,437	-100%	$2.1M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	18,608	-18,608	-100%	$1.9M	—	—	—
Diametric Capital, LP	N/A	—	16,980	-16,980	-100%	$1.8M	—	—	—
Baird Financial Group, Inc.	N/A	—	16,607	-16,607	-100%	$1.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	16,075	-16,075	-100%	$1.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	15,355	-15,355	-100%	$1.6M	—	—	—
Stifel Financial Corp	N/A	—	14,051	-14,051	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	14,005	-14,005	-100%	$1.5M	—	—	—
Marshall Wace, LLP	N/A	—	13,740	-13,740	-100%	$1.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	13,586	-13,586	-100%	$1.4M	—	—	—
Intech Investment Management LLC	N/A	—	12,534	-12,534	-100%	$1.3M	—	—	—
G2 Investment Partners Management LLC	N/A	—	12,500	-12,500	-100%	$1.3M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	12,133	-12,133	-100%	$1.3M	—	—	—
Victory Capital Management Inc	N/A	—	12,047	-12,047	-100%	$1.3M	—	—	—
Jupiter Topco LLC	N/A	—	11,910	-11,910	-100%	$1.2M	—	—	—
Squarepoint Ops LLC	N/A	—	10,462	-10,462	-100%	$1.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	9,931	-9,931	-100%	$1.0M	—	—	—
Quantinno Capital Management LP	N/A	—	9,917	-9,917	-100%	$1.0M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	9,454	-9,454	-100%	$987.9K	—	—	—
Voya Investment Management LLC	N/A	—	9,387	-9,387	-100%	$980.9K	—	—	—
MML Investors Services, LLC	N/A	—	9,060	-9,060	-100%	$946.8K	—	—	—
M&T Bank Corp	N/A	—	8,659	-8,659	-100%	$904.7K	—	—	—
SG Americas Securities, LLC	N/A	—	8,640	-8,640	-100%	$903.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	7,770	-7,770	-100%	$812.0K	—	—	—
GSA Capital Partners LLP	N/A	—	7,742	-7,742	-100%	$809.0K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	7,740	-7,740	-100%	$808.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	7,669	-7,669	-100%	$801.4K	—	—	—
Algert Global LLC	N/A	—	7,480	-7,480	-100%	$781.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	7,030	-7,030	-100%	$734.6K	—	—	—
Handelsbanken Fonder AB	N/A	—	6,959	-6,959	-100%	$727.0K	—	—	—
Vident Advisory, LLC	N/A	—	6,715	-6,715	-100%	$701.7K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	6,670	-6,670	-100%	$697.0K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	6,517	-6,517	-100%	$681.0K	—	—	—
EntryPoint Capital, LLC	N/A	—	6,238	-6,238	-100%	$651.9K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	6,116	-6,116	-100%	$640.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	5,700	-5,700	-100%	$595.7K	—	—	—
Intrust Bank NA	N/A	—	5,278	-5,278	-100%	$551.6K	—	—	—
Advisors Capital Management, LLC	N/A	—	5,263	-5,263	-100%	$550.0K	—	—	—
Aviva PLC	N/A	—	5,027	-5,027	-100%	$525.3K	—	—	—
Bridgewater Associates, LP	N/A	—	4,704	-4,704	-100%	$491.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,538	-4,538	-100%	$474.2K	—	—	—
Teacher Retirement System of Texas	N/A	—	4,440	-4,440	-100%	$464.0K	—	—	—
Centiva Capital, LP	N/A	—	4,312	-4,312	-100%	$450.6K	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	3,696	-3,696	-100%	$386.2K	—	—	—
Boothbay Fund Management, LLC	N/A	—	3,688	-3,688	-100%	$385.4K	—	—	—
Glenmede Trust Co NA	N/A	—	3,532	-3,532	-100%	$369.1K	—	—	—
Vawter Financial, Ltd.	N/A	—	3,425	-3,425	-100%	$357.9K	—	—	—
Summitry LLC	N/A	—	3,422	-3,422	-100%	$357.6K	—	—	—
Captrust Financial Advisors	N/A	—	3,418	-3,418	-100%	$357.2K	—	—	—
State of Wisconsin Investment Board	N/A	—	3,391	-3,391	-100%	$354.4K	—	—	—
First Trust Advisors LP	N/A	—	3,281	-3,281	-100%	$342.9K	—	—	—
Benjamin Edwards Inc	N/A	—	3,280	-3,280	-100%	$342.7K	—	—	—
Connable Office Inc	N/A	—	3,255	-3,255	-100%	$340.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	3,203	-3,203	-100%	$334.7K	—	—	—
Bank of Montreal	N/A	—	3,072	-3,072	-100%	$321.0K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	2,992	-2,992	-100%	$312.7K	—	—	—
Storgate, LLC	N/A	—	2,954	-2,954	-100%	$308.7K	—	—	—
NorthCoast Asset Management LLC	N/A	—	2,852	-2,852	-100%	$298.1K	—	—	—
Mariner, LLC	N/A	—	2,759	-2,759	-100%	$288.3K	—	—	—
Gotham Asset Management, LLC	N/A	—	2,627	-2,627	-100%	$274.5K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,573	-2,573	-100%	$269.0K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	2,470	-2,470	-100%	$258.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,413	-2,413	-100%	$252.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,391	-2,391	-100%	$249.9K	—	—	—
Neuberger Berman Group LLC	N/A	—	2,361	-2,361	-100%	$246.7K	—	—	—
RiverPark Advisors, LLC	N/A	—	2,334	-2,334	-100%	$243.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	2,235	-2,235	-100%	$233.6K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,204	-2,204	-100%	$230.3K	—	—	—
Summit Trail Advisors, LLC	N/A	—	2,197	-2,197	-100%	$229.6K	—	—	—
Guggenheim Capital LLC	N/A	—	2,170	-2,170	-100%	$226.8K	—	—	—
Wealth Alliance, LLC	N/A	—	2,120	-2,120	-100%	$221.5K	—	—	—
Allstate Corp	N/A	—	2,097	-2,097	-100%	$219.1K	—	—	—
Caxton Associates LLP	N/A	—	2,008	-2,008	-100%	$209.8K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	1,776	-1,776	-100%	$185.6K	—	—	—
Arax Advisory Partners	N/A	—	1,514	-1,514	-100%	$158.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,470	-1,470	-100%	$153.6K	—	—	—
Pacer Advisors, Inc.	N/A	—	1,467	-1,467	-100%	$153.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,060	-1,060	-100%	$110.8K	—	—	—
Persistent Asset Partners Ltd	N/A	—	1,020	-1,020	-100%	$106.6K	—	—	—
SBI Okasan Asset Management Co.Ltd.	N/A	—	900	-900	-100%	$93.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	884	-884	-100%	$92.4K	—	—	—
Johnson Financial Group, Inc.	N/A	—	817	-817	-100%	$85.4K	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	806	-806	-100%	$83.3K	—	—	—
Advisors Asset Management, Inc.	N/A	—	585	-585	-100%	$61.1K	—	—	—
Hantz Financial Services, Inc.	N/A	—	560	-560	-100%	$59.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	541	-541	-100%	$55.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	510	-510	-100%	$53.3K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	472	-472	-100%	$49.3K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	445	-445	-100%	$46.5K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	443	-443	-100%	$46.3K	—	—	—
Huntington National Bank	N/A	—	420	-420	-100%	$43.9K	—	—	—
Sittner & Nelson, LLC	N/A	—	374	-374	-100%	$39.1K	—	—	—
Federated Hermes, Inc.	N/A	—	258	-258	-100%	$27.0K	—	—	—
Optiver Holding B.V.	N/A	—	215	-215	-100%	$22.5K	—	—	—
Silvant Capital Management LLC	N/A	—	210	-210	-100%	$21.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	200	-200	-100%	$20.9K	—	—	—
Park Place Capital Corp	N/A	—	189	-189	-100%	$19.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	164	-164	-100%	$17.0K	—	—	—
BFC Planning, Inc.	N/A	—	136	-136	-100%	$14.2K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	128	-128	-100%	$13.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	118	-118	-100%	$12.3K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	94	-94	-100%	$9.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	50	-50	-100%	$5.2K	—	—	—
Rothschild Investment LLC	N/A	—	46	-46	-100%	$4.8K	—	—	—
MidFirst Bank	N/A	—	46	-46	-100%	$4.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	33	-33	-100%	$3.4K	—	—	—
Quarry LP	N/A	—	33	-33	-100%	$3.4K	—	—	—
Bellevue Asset Management, LLC	N/A	—	12	-12	-100%	$1.3K	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$523	—	—	—
Ankerstar Wealth, LLC	N/A	—	4	-4	-100%	$418	—	—	—
Harbour Investments, Inc.	N/A	—	2	-2	-100%	$209	—	—	—

Showing 308 of 308 institutions