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U-Haul Holding Co (UHAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares749,103 from 664,394
Change+84,709 (+13%)
Value$45.1M (+$1.6M)
Filed 2026-11-04
Yacktman Asset Management LP
DECREASED
Shares324,719 from 325,376
Change-657 (0%)
Value$19.5M (-$1.8M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares29,451 from 24,227
Change+5,224 (+22%)
Value$1.8M (+$186.7K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares28,153 from 25,707
Change+2,446 (+10%)
Value$1.7M (+$11.7K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares21,466 from 24,249
Change-2,783 (-11%)
Value$1.3M (-$295.2K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares16,677 from 3,315
Change+13,362 (+403%)
Value$963.9K (+$740.7K)
Filed 2026-10-13
Mcdonald Partners LLC
INCREASED
Shares14,475 from 14,275
Change+200 (+1%)
Value$871.0K (-$63.2K)
Filed 2026-11-03
SummerHaven Investment Management, LLC
NEW
Shares13,578
Change+13,578
Value$817.0K
Filed 2026-10-19
Highland Capital Management, LLC
NEW
Shares9,866
Change+9,866
Value$593.6K
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW
Shares9,771
Change+9,771
Value$587.9K
Filed 2026-10-16
Inspire Investing, LLC
UNCHANGED
Shares9,409 from 9,409
Change0 (0%)
Value$566.1K (-$49.6K)
Filed 2026-10-22
Diversified Investment Strategies, LLC
DECREASED
Shares7,911 from 8,036
Change-125 (-2%)
Value$476.0K (-$49.9K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares5,621 from 3,783
Change+1,838 (+49%)
Value$338.2K (+$90.7K)
Filed 2026-11-03
Lido Advisors, LLC
NEW
Shares5,335
Change+5,335
Value$321.0K
Filed 2026-11-04
Ethic Inc.
DECREASED
Shares5,257 from 6,136
Change-879 (-14%)
Value$316.3K (-$85.2K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares4,462
Change+4,462
Value$268.5K
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares4,403 from 7,429
Change-3,026 (-41%)
Value$264.9K (-$221.2K)
Filed 2026-10-28
Fulcrum Asset Management LLP
NEW
Shares4,370
Change+4,370
Value$266.0K
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares4,284 from 3,479
Change+805 (+23%)
Value$238.4K (-$11.7K)
Filed 2026-10-27
Mraz, Amerine & Associates, Inc.
DECREASED
Shares4,049 from 4,085
Change-36 (-1%)
Value$243.6K (-$23.7K)
Filed 2026-10-30
Net Worth Advisory Group
DECREASED
Shares3,696 from 4,066
Change-370 (-9%)
Value$225.4K (-$40.7K)
Filed 2026-10-20
Carnegie Lake Advisors LLC
DECREASED
Shares3,480 from 7,420
Change-3,940 (-53%)
Value$446.5K (-$39.1K)
Filed 2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED
Shares3,460 from 3,460
Change0 (0%)
Value$208.2K (-$18.2K)
Filed 2026-10-14
Vise Technologies, Inc.
NEW
Shares3,339
Change+3,339
Value$200.9K
Filed 2026-10-29
Skylands Capital, LLC
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$123.0K (-$10.8K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares1,734 from 1,668
Change+66 (+4%)
Value$104.3K (-$4.8K)
Filed 2026-11-03
Daiwa Securities Group Inc.
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$93.1K (-$8.2K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares1,498 from 708
Change+790 (+112%)
Value$90.1K (+$43.6K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares1,254 from 857
Change+397 (+46%)
Value$75.5K (+$19.4K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares1,152 from 323
Change+829 (+257%)
Value$69.3K (+$48.2K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares1,095 from 719
Change+376 (+52%)
Value$65.9K (+$18.8K)
Filed 2026-10-08
State of Wyoming
DECREASED
Shares1,060 from 2,733
Change-1,673 (-61%)
Value$63.8K (-$115.1K)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares970 from 383
Change+587 (+153%)
Value$58.4K (+$33.3K)
Filed 2026-10-02
Fortitude Family Office, LLC
INCREASED
Shares798 from 21
Change+777 (+3700%)
Value$48.0K (+$46.6K)
Filed 2026-10-14
Nisa Investment Advisors, LLC
INCREASED
Shares730 from 728
Change+2 (+0%)
Value$43.9K (-$3.7K)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$32.0K (-$2.8K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
INCREASED
Shares513 from 295
Change+218 (+74%)
Value$30.9K (+$11.6K)
Filed 2026-10-07
Lanark Financial, Inc.
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$27.6K (-$2.4K)
Filed 2026-10-26
High Point Wealth Management, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$25.9K (-$2.3K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares337 from 315
Change+22 (+7%)
Value$20.3K (-$337)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares302 from 221
Change+81 (+37%)
Value$18.2K (+$3.7K)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$15.5K (-$1.4K)
Filed 2026-10-23
CX Institutional
DECREASED
Shares257 from 863
Change-606 (-70%)
Value$15 (-$56.0K)
Filed 2026-10-02
True Wealth Design, LLC
INCREASED
Shares235 from 193
Change+42 (+22%)
Value$14.1K (+$1.5K)
Filed 2026-10-13
Sterling Capital Management LLC
DECREASED
Shares211 from 224
Change-13 (-6%)
Value$12.7K (-$2.0K)
Filed 2026-10-22
Jacobi Capital Management LLC
NEW
Shares200
Change+200
Value$12.0K
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares151
Change+151
Value$9.1K
Filed 2026-10-21
Elyxium Wealth, LLC
NEW
Shares147
Change+147
Value$8.8K
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares144 from 141
Change+3 (+2%)
Value$8.7K (-$563)
Filed 2026-10-26
MV Capital Management, Inc.
INCREASED
Shares144 from 142
Change+2 (+1%)
Value$8.7K (-$628)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
NEW
Shares128
Change+128
Value$7.7K
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares124 from 11
Change+113 (+1027%)
Value$7.5K (+$6.7K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$6.7K (-$590)
Filed 2026-10-21
Strs Ohio
DECREASED
Shares106 from 163
Change-57 (-35%)
Value$6.4K (-$4.3K)
Filed 2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$6.3K (-$548)
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$5.7K (-$501)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$5.4K (-$475)
Filed 2026-10-08
Covestor Ltd
DECREASED
Shares68 from 80
Change-12 (-15%)
Value$4 (-$1)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares49 from 12
Change+37 (+308%)
Value$2.9K (+$2.2K)
Filed 2026-11-05
Daytona Street Capital LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.5K (-$228)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
NEW
Shares33
Change+33
Value$2.0K
Filed 2026-10-27
TD Waterhouse Canada Inc.
NEW
Shares32
Change+32
Value$2.0K
Filed 2026-10-16
Creative Capital Management Investments LLC
INCREASED
Shares23 from 7
Change+16 (+229%)
Value$1.4K (+$926)
Filed 2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.3K (-$116)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares21
Change+21
Value$1.3K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.3K (-$110)
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.0K (-$92)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.0K (-$92)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares16
Change+16
Value$963
Filed 2026-10-19
Private Trust Co NA
NEW
Shares13
Change+13
Value$782
Filed 2026-10-20
Clark Wealth Partners
NEW
Shares12
Change+12
Value$723
Filed 2026-10-19
Nova Financial LLC
NEW
Shares11
Change+11
Value$662
Filed 2026-11-04
TD Private Client Wealth LLC
NEW
Shares10
Change+10
Value$602
Filed 2026-10-28
Parkside Financial Bank & Trust
DECREASED
Shares10 from 20
Change-10 (-50%)
Value$603 (-$707)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$422 (-$37)
Filed 2026-10-16
Activest Wealth Management
INCREASED
Shares6 from 2
Change+4 (+200%)
Value$361 (+$230)
Filed 2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$361 (-$32)
Filed 2026-10-21
Bell Investment Advisors, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$301 (-$27)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$181 (+$50)
Filed 2026-11-03
James T. Borello RIA
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$181 (-$15)
Filed 2026-10-16
Kennebec Savings Bank
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$181 (-$15)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$181 (-$15)
Filed 2026-10-05
Lodestone Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$120 (-$11)
Filed 2026-10-14
SBI Securities Co., Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$120 (-$11)
Filed 2026-10-22
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$53
Filed 2026-10-16
Hughes Financial Services, LLC
NEW
Shares1
Change+1
Value$57
Filed 2026-10-30
Private Wealth Management Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$61 (-$5)
Filed 2026-10-19
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$61 (-$6)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$60 (-$5)
Filed 2026-10-16
Quadcap Wealth Management, LLC
CLOSED
Shares0 from 3,584
Change-3,584 (-100%)
Value$0 (-$234.5K)
Filed 2026-11-02
Plato Investment Management Ltd
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$458)
Filed 2026-10-15
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Two Sigma Investments, LP
N/A
Shares— from 583,933
Change-583,933 (-100%)
Value—
Norges Bank
N/A
Shares— from 546,476
Change-546,476 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 489,815
Change-489,815 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 478,754
Change-478,754 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 425,551
Change-425,551 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 415,461
Change-415,461 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 412,078
Change-412,078 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 360,569
Change-360,569 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 351,018
Change-351,018 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 327,776
Change-327,776 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 221,815
Change-221,815 (-100%)
Value—
State Street Corp
N/A
Shares— from 206,087
Change-206,087 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 205,093
Change-205,093 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 162,159
Change-162,159 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 159,876
Change-159,876 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 133,187
Change-133,187 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 128,215
Change-128,215 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 103,053
Change-103,053 (-100%)
Value—
UBS Group AG
N/A
Shares— from 99,905
Change-99,905 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 84,524
Change-84,524 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 81,234
Change-81,234 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 77,151
Change-77,151 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 73,120
Change-73,120 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 72,600
Change-72,600 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 68,528
Change-68,528 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 61,243
Change-61,243 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 59,205
Change-59,205 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 53,160
Change-53,160 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 52,994
Change-52,994 (-100%)
Value—
Orvieto Partners, L.P.
N/A
Shares— from 51,418
Change-51,418 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 46,529
Change-46,529 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 46,200
Change-46,200 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 45,170
Change-45,170 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 43,590
Change-43,590 (-100%)
Value—
Barclays PLC
N/A
Shares— from 42,938
Change-42,938 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 42,298
Change-42,298 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 40,206
Change-40,206 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 38,963
Change-38,963 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 38,038
Change-38,038 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 36,933
Change-36,933 (-100%)
Value—
Abrams Capital Management, L.P.
N/A
Shares— from 36,401
Change-36,401 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 35,017
Change-35,017 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 31,580
Change-31,580 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 31,095
Change-31,095 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 30,612
Change-30,612 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 29,564
Change-29,564 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 27,542
Change-27,542 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 24,674
Change-24,674 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 24,278
Change-24,278 (-100%)
Value—
Varcov Co.
N/A
Shares— from 22,195
Change-22,195 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 21,315
Change-21,315 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 19,398
Change-19,398 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 19,286
Change-19,286 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,723
Change-16,723 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 16,673
Change-16,673 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 15,949
Change-15,949 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 15,055
Change-15,055 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,482
Change-13,482 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 13,036
Change-13,036 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 12,714
Change-12,714 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 12,033
Change-12,033 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,247
Change-11,247 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 11,072
Change-11,072 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,981
Change-10,981 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 9,978
Change-9,978 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 9,205
Change-9,205 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 8,167
Change-8,167 (-100%)
Value—
Man Group plc
N/A
Shares— from 7,838
Change-7,838 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 7,340
Change-7,340 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 5,680
Change-5,680 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 4,954
Change-4,954 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 978
Change-978 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 447
Change-447 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 425
Change-425 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 308
Change-308 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 276
Change-276 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 261
Change-261 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Blair William & Co
N/A
Shares— from 181
Change-181 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 99
Change-99 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16
Change-16 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 15
Change-15 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 10
Change-10 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 5
Change-5 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED749,103664,394+84,709+13%$43.5M$45.1M+$1.6M2026-11-04
Yacktman Asset Management LP
DECREASED324,719325,376-6570%$21.3M$19.5M-$1.8M2026-11-02
Citigroup Inc
INCREASED29,45124,227+5,224+22%$1.6M$1.8M+$186.7K2026-11-04
Creative Planning
INCREASED28,15325,707+2,446+10%$1.7M$1.7M+$11.7K2026-11-02
Bank of New York Mellon Corp
DECREASED21,46624,249-2,783-11%$1.6M$1.3M-$295.2K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED16,6773,315+13,362+403%$223.3K$963.9K+$740.7K2026-10-13
Mcdonald Partners LLC
INCREASED14,47514,275+200+1%$934.2K$871.0K-$63.2K2026-11-03
SummerHaven Investment Management, LLC
NEW13,578—+13,578——$817.0K—2026-10-19
Highland Capital Management, LLC
NEW9,866—+9,866——$593.6K—2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW9,771—+9,771——$587.9K—2026-10-16
Inspire Investing, LLC
UNCHANGED9,4099,40900%$615.7K$566.1K-$49.6K2026-10-22
Diversified Investment Strategies, LLC
DECREASED7,9118,036-125-2%$525.9K$476.0K-$49.9K2026-10-28
HUB Investment Partners, LLC
INCREASED5,6213,783+1,838+49%$247.6K$338.2K+$90.7K2026-11-03
Lido Advisors, LLC
NEW5,335—+5,335——$321.0K—2026-11-04
Ethic Inc.
DECREASED5,2576,136-879-14%$401.5K$316.3K-$85.2K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW4,462—+4,462——$268.5K—2026-10-27
MGO One Seven LLC
DECREASED4,4037,429-3,026-41%$486.2K$264.9K-$221.2K2026-10-28
Fulcrum Asset Management LLP
NEW4,370—+4,370——$266.0K—2026-11-04
Chicago Partners Investment Group LLC
INCREASED4,2843,479+805+23%$250.1K$238.4K-$11.7K2026-10-27
Mraz, Amerine & Associates, Inc.
DECREASED4,0494,085-36-1%$267.3K$243.6K-$23.7K2026-10-30
Net Worth Advisory Group
DECREASED3,6964,066-370-9%$266.1K$225.4K-$40.7K2026-10-20
Carnegie Lake Advisors LLC
DECREASED3,4807,420-3,940-53%$485.6K$446.5K-$39.1K2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED3,4603,46000%$226.4K$208.2K-$18.2K2026-10-14
Vise Technologies, Inc.
NEW3,339—+3,339——$200.9K—2026-10-29
Skylands Capital, LLC
UNCHANGED2,0452,04500%$133.8K$123.0K-$10.8K2026-10-21
Parallel Advisors, LLC
INCREASED1,7341,668+66+4%$109.2K$104.3K-$4.8K2026-11-03
Daiwa Securities Group Inc.
UNCHANGED1,5481,54800%$101.3K$93.1K-$8.2K2026-10-29
Farther Finance Advisors, LLC
INCREASED1,498708+790+112%$46.5K$90.1K+$43.6K2026-10-08
US Bancorp \de\
INCREASED1,254857+397+46%$56.1K$75.5K+$19.4K2026-11-05
Larson Financial Group LLC
INCREASED1,152323+829+257%$21.1K$69.3K+$48.2K2026-11-05
Gamma Investing LLC
INCREASED1,095719+376+52%$47.1K$65.9K+$18.8K2026-10-08
State of Wyoming
DECREASED1,0602,733-1,673-61%$178.8K$63.8K-$115.1K2026-10-28
Versant Capital Management, Inc
INCREASED970383+587+153%$25.1K$58.4K+$33.3K2026-10-02
Fortitude Family Office, LLC
INCREASED79821+777+3700%$1.4K$48.0K+$46.6K2026-10-14
Nisa Investment Advisors, LLC
INCREASED730728+2+0%$47.6K$43.9K-$3.7K2026-10-20
Fifth Third Bancorp
UNCHANGED53253200%$34.8K$32.0K-$2.8K2026-11-05
Elevation Wealth Partners, LLC
INCREASED513295+218+74%$19.3K$30.9K+$11.6K2026-10-07
Lanark Financial, Inc.
UNCHANGED45845800%$30.0K$27.6K-$2.4K2026-10-26
High Point Wealth Management, LLC
UNCHANGED43043000%$28.1K$25.9K-$2.3K2026-11-05
Signaturefd, LLC
INCREASED337315+22+7%$20.6K$20.3K-$3372026-10-23
EverSource Wealth Advisors, LLC
INCREASED302221+81+37%$14.5K$18.2K+$3.7K2026-11-04
Financial Consulate, Inc
UNCHANGED25825800%$16.9K$15.5K-$1.4K2026-10-23
CX Institutional
DECREASED257863-606-70%$56.0K$15-$56.0K2026-10-02
True Wealth Design, LLC
INCREASED235193+42+22%$12.6K$14.1K+$1.5K2026-10-13
Sterling Capital Management LLC
DECREASED211224-13-6%$14.7K$12.7K-$2.0K2026-10-22
Jacobi Capital Management LLC
NEW200—+200——$12.0K—2026-11-05
Root Financial Partners, LLC
NEW151—+151——$9.1K—2026-10-21
Elyxium Wealth, LLC
NEW147—+147——$8.8K—2026-10-27
SJS Investment Consulting Inc.
INCREASED144141+3+2%$9.2K$8.7K-$5632026-10-26
MV Capital Management, Inc.
INCREASED144142+2+1%$9.3K$8.7K-$6282026-10-29
Pension & Wealth Management Advisors, Inc.
NEW128—+128——$7.7K—2026-10-16
Simplex Trading, LLC
INCREASED12411+113+1027%$719$7.5K+$6.7K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED11211200%$7.3K$6.7K-$5902026-10-21
Strs Ohio
DECREASED106163-57-35%$10.7K$6.4K-$4.3K2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED10410400%$6.8K$6.3K-$5482026-10-15
Financial Perspectives, Inc
UNCHANGED959500%$6.2K$5.7K-$5012026-11-03
CoreCap Advisors, LLC
UNCHANGED909000%$5.9K$5.4K-$4752026-10-08
Covestor Ltd
DECREASED6880-12-15%$5$4-$12026-10-30
Silver Grove Financial Group, Inc.
INCREASED4912+37+308%$785$2.9K+$2.2K2026-11-05
Daytona Street Capital LLC
UNCHANGED404000%$2.7K$2.5K-$2282026-10-15
Capital Advisors, Ltd. LLC
NEW33—+33——$2.0K—2026-10-27
TD Waterhouse Canada Inc.
NEW32—+32——$2.0K—2026-10-16
Creative Capital Management Investments LLC
INCREASED237+16+229%$458$1.4K+$9262026-10-28
JFS Wealth Advisors, LLC
UNCHANGED222200%$1.4K$1.3K-$1162026-11-03
William Mack & Associates, Inc.
NEW21—+21——$1.3K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED212100%$1.4K$1.3K-$1102026-10-27
Golden State Wealth Management, LLC
UNCHANGED171700%$1.1K$1.0K-$922026-11-02
Spire Wealth Management
UNCHANGED171700%$1.1K$1.0K-$922026-10-30
UMB Private Wealth Management, LLC
NEW16—+16——$963—2026-10-19
Private Trust Co NA
NEW13—+13——$782—2026-10-20
Clark Wealth Partners
NEW12—+12——$723—2026-10-19
Nova Financial LLC
NEW11—+11——$662—2026-11-04
TD Private Client Wealth LLC
NEW10—+10——$602—2026-10-28
Parkside Financial Bank & Trust
DECREASED1020-10-50%$1.3K$603-$7072026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED7700%$459$422-$372026-10-16
Activest Wealth Management
INCREASED62+4+200%$131$361+$2302026-10-15
Strengthening Families & Communities, LLC
UNCHANGED6600%$393$361-$322026-10-21
Bell Investment Advisors, Inc
UNCHANGED5500%$328$301-$272026-10-29
Bay Harbor Wealth Management, LLC
INCREASED32+1+50%$131$181+$502026-11-03
James T. Borello RIA
UNCHANGED3300%$196$181-$152026-10-16
Kennebec Savings Bank
UNCHANGED3300%$196$181-$152026-10-22
MassMutual Private Wealth & Trust, FSB
UNCHANGED3300%$196$181-$152026-10-05
Lodestone Wealth Management LLC
UNCHANGED2200%$131$120-$112026-10-14
SBI Securities Co., Ltd.
UNCHANGED2200%$131$120-$112026-10-22
Signature Resources Capital Management, LLC
NEW1—+1——$53—2026-10-16
Hughes Financial Services, LLC
NEW1—+1——$57—2026-10-30
Private Wealth Management Group, LLC
UNCHANGED1100%$66$61-$52026-10-19
DecisionPoint Financial, LLC
UNCHANGED1100%$67$61-$62026-10-27
IFP Advisors, Inc
UNCHANGED1100%$65$60-$52026-10-16
Quadcap Wealth Management, LLC
CLOSED03,584-3,584-100%$234.5K$0-$234.5K2026-11-02
Plato Investment Management Ltd
CLOSED072-72-100%$4.7K$0-$4.7K2026-11-05
AdvisorNet Financial, Inc
CLOSED025-25-100%$1.6K$0-$1.6K2026-10-15
LifeSteps Financial, Inc.
CLOSED07-7-100%$458$0-$4582026-10-15
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Two Sigma Investments, LP
N/A—583,933-583,933-100%$38.2M———
Norges Bank
N/A—546,476-546,476-100%$35.8M———
D. E. Shaw & Co., Inc.
N/A—489,815-489,815-100%$32.1M———
BlackRock, Inc.
N/A—478,754-478,754-100%$31.3M———
Vanguard Capital Management LLC
N/A—425,551-425,551-100%$27.8M———
Millennium Management LLC
N/A—415,461-415,461-100%$27.2M———
Scharf Investments, LLC
N/A—412,078-412,078-100%$27.0M———
Vanguard Portfolio Management LLC
N/A—360,569-360,569-100%$23.6M———
Jacobs Levy Equity Management, Inc
N/A—351,018-351,018-100%$23.0M———
Quantinno Capital Management LP
N/A—327,776-327,776-100%$21.4M———
Gotham Asset Management, LLC
N/A—221,815-221,815-100%$14.5M———
State Street Corp
N/A—206,087-206,087-100%$13.5M———
Trexquant Investment LP
N/A—205,093-205,093-100%$13.4M———
Citadel Advisors LLC
N/A—162,159-162,159-100%$10.6M———
HRT Financial LP
N/A—159,876-159,876-100%$10.5M———
ArrowMark Colorado Holdings LLC
N/A—155,000-155,000-100%$10.1M———
Morgan Stanley
N/A—133,187-133,187-100%$8.7M———
Geode Capital Management, LLC
N/A—128,215-128,215-100%$8.4M———
Goldman Sachs Group Inc
N/A—103,053-103,053-100%$6.7M———
UBS Group AG
N/A—99,905-99,905-100%$6.5M———
Russell Investments Group, Ltd.
N/A—84,524-84,524-100%$5.5M———
LOS Angeles Capital Management LLC
N/A—81,234-81,234-100%$5.3M———
Point72 Asset Management, L.P.
N/A—77,151-77,151-100%$5.0M———
Envestnet Asset Management Inc
N/A—73,120-73,120-100%$4.8M———
Bruce & Co., Inc.
N/A—72,600-72,600-100%$4.8M———
Nuveen, LLC
N/A—68,528-68,528-100%$4.5M———
Arrowstreet Capital, Limited Partnership
N/A—61,243-61,243-100%$4.0M———
Vanguard Fiduciary Trust Co
N/A—59,205-59,205-100%$3.9M———
Algert Global LLC
N/A—53,160-53,160-100%$3.5M———
Occudo Quantitative Strategies LP
N/A—52,994-52,994-100%$3.5M———
Orvieto Partners, L.P.
N/A—51,418-51,418-100%$3.4M———
Bank of America Corp
N/A—46,529-46,529-100%$3.0M———
Northern Trust Corp
N/A—46,200-46,200-100%$3.0M———
Wallace Capital Management Inc.
N/A—45,170-45,170-100%$3.0M———
BNP Paribas Financial Markets
N/A—43,590-43,590-100%$2.9M———
Barclays PLC
N/A—42,938-42,938-100%$2.8M———
AQR Capital Management LLC
N/A—42,298-42,298-100%$2.8M———
IEQ Capital, LLC
N/A—40,206-40,206-100%$2.6M———
Balyasny Asset Management L.P.
N/A—38,963-38,963-100%$2.5M———
Jane Street Group, LLC
N/A—38,038-38,038-100%$2.5M———
Schonfeld Strategic Advisors LLC
N/A—36,933-36,933-100%$2.4M———
Abrams Capital Management, L.P.
N/A—36,401-36,401-100%$2.4M———
XTX Topco Ltd
N/A—35,017-35,017-100%$2.3M———
Royal Bank of Canada
N/A—31,580-31,580-100%$2.1M———
Tudor Investment Corp ET AL
N/A—31,095-31,095-100%$2.0M———
Marshall Wace, LLP
N/A—30,612-30,612-100%$2.0M———
Worldquant Millennium Advisors LLC
N/A—29,564-29,564-100%$1.9M———
Lighthouse Investment Partners, LLC
N/A—27,542-27,542-100%$1.8M———
Summit Trail Advisors, LLC
N/A—24,674-24,674-100%$1.6M———
SEI Investments Co
N/A—24,278-24,278-100%$1.6M———
Varcov Co.
N/A—22,195-22,195-100%$1.5M———
Squarepoint Ops LLC
N/A—21,315-21,315-100%$1.4M———
Virtu Financial LLC
N/A—19,398-19,398-100%$1.3M———
American Century Companies Inc
N/A—19,286-19,286-100%$1.3M———
JPMorgan Chase & Co
N/A—16,723-16,723-100%$1.1M———
California State Teachers Retirement System
N/A—16,673-16,673-100%$1.1M———
Voya Investment Management LLC
N/A—15,949-15,949-100%$1.0M———
Swiss National Bank
N/A—15,500-15,500-100%$1.0M———
Vanguard Asset Management, Ltd
N/A—15,055-15,055-100%$985.2K———
Osaic Holdings, Inc.
N/A—13,482-13,482-100%$882.2K———
UBS Asset Management Americas LLC
N/A—13,036-13,036-100%$853.1K———
Kerrisdale Advisers, LLC
N/A—12,714-12,714-100%$832.0K———
Private Capital Management, LLC
N/A—12,590-12,590-100%$823.9K———
Caxton Associates LLP
N/A—12,033-12,033-100%$787.4K———
New York State Common Retirement Fund
N/A—11,366-11,366-100%$743.8K———
Focus Partners Wealth
N/A—11,247-11,247-100%$736.0K———
FMR LLC
N/A—11,200-11,200-100%$732.9K———
Engineers Gate Manager LP
N/A—11,072-11,072-100%$724.6K———
Ameriprise Financial Inc
N/A—10,981-10,981-100%$718.6K———
Clearbridge Investments, LLC
N/A—10,000-10,000-100%$654.4K———
AXQ Capital, LP
N/A—9,978-9,978-100%$653.0K———
Blueshift Asset Management, LLC
N/A—9,205-9,205-100%$602.4K———
LPL Financial LLC
N/A—8,947-8,947-100%$585.5K———
GSA Capital Partners LLP
N/A—8,167-8,167-100%$534.0K———
Man Group plc
N/A—7,838-7,838-100%$512.9K———
Price T Rowe Associates Inc
N/A—7,494-7,494-100%$491.0K———
Gamco Investors, Inc. ET AL
N/A—7,340-7,340-100%$480.3K———
Rhumbline Advisers
N/A—7,235-7,235-100%$473.4K———
Mercer Global Advisors Inc
N/A—6,668-6,668-100%$436.4K———
State Board of Administration of Florida Retirement System
N/A—6,605-6,605-100%$432.2K———
Oppenheimer & Close, LLC
N/A—5,990-5,990-100%$392.0K———
Knightsbridge Asset Management, LLC
N/A—5,824-5,824-100%$381.1K———
Public Employees Retirement System of Ohio
N/A—5,680-5,680-100%$371.7K———
Intellectus Partners, LLC
N/A—5,263-5,263-100%$344.4K———
Legal & General Group Plc
N/A—5,230-5,230-100%$342.3K———
Ingalls & Snyder LLC
N/A—4,954-4,954-100%$324.0K———
HighTower Advisors, LLC
N/A—4,890-4,890-100%$320.0K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—4,664-4,664-100%$305.2K———
Invesco Ltd.
N/A—4,639-4,639-100%$303.6K———
Raymond James Financial Inc
N/A—4,406-4,406-100%$288.3K———
Jupiter Topco LLC
N/A—4,400-4,400-100%$287.8K———
Jain Global LLC
N/A—4,214-4,214-100%$275.8K———
Marex Group Ltd
N/A—4,054-4,054-100%$265.3K———
Graham Capital Management, L.P.
N/A—4,031-4,031-100%$263.8K———
Frec Markets, Inc.
N/A—3,935-3,935-100%$257.5K———
Optas, LLC
N/A—3,722-3,722-100%$243.6K———
Police & Firemen's Retirement System of New Jersey
N/A—3,613-3,613-100%$236.4K———
Vanguard Global Advisers, LLC
N/A—3,460-3,460-100%$226.4K———
Mariner, LLC
N/A—3,305-3,305-100%$216.3K———
Treasurer of the State of North Carolina
N/A—3,299-3,299-100%$216.0K———
Cerity Partners LLC
N/A—3,282-3,282-100%$214.8K———
Wells Fargo & Company
N/A—3,011-3,011-100%$197.1K———
Jones Financial Companies Lllp
N/A—2,741-2,741-100%$183.8K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,978-1,978-100%$129.4K———
Canada Life Assurance Co
N/A—1,927-1,927-100%$126.0K———
KLP Kapitalforvaltning AS
N/A—1,700-1,700-100%$111.2K———
Picton Mahoney Asset Management
N/A—1,542-1,542-100%$100.9K———
Acadian Asset Management LLC
N/A—1,438-1,438-100%$94.0K———
Arax Advisory Partners
N/A—1,392-1,392-100%$91.1K———
Institute for Wealth Management, Llc.
N/A—1,368-1,368-100%$89.5K———
Nykredit A/S
N/A—1,292-1,292-100%$84.5K———
Federation des caisses Desjardins du Quebec
N/A—1,166-1,166-100%$76.3K———
Allworth Financial LP
N/A—1,095-1,095-100%$71.7K———
Colonial Trust Co / SC
N/A—1,040-1,040-100%$68.1K———
Bank of Montreal
N/A—978-978-100%$64.0K———
National Bank of Canada
N/A—447-447-100%$29.2K———
Northwestern Mutual Wealth Management Co
N/A—425-425-100%$27.8K———
PNC Financial Services Group, Inc.
N/A—348-348-100%$22.8K———
Global Retirement Partners, LLC
N/A—339-339-100%$22.2K———
Deutsche Bank Ag\
N/A—308-308-100%$20.2K———
Rothschild Investment LLC
N/A—288-288-100%$18.8K———
Tower Research Capital LLC (TRC)
N/A—276-276-100%$18.1K———
Storebrand Asset Management AS
N/A—261-261-100%$17.1K———
BNP Paribas Asset Management Holding S.A.
N/A—210-210-100%$13.7K———
Blair William & Co
N/A—181-181-100%$11.8K———
MetLife Investment Management, LLC
N/A—141-141-100%$9.2K———
CVA Family Office, LLC
N/A—130-130-100%$8.5K———
Franklin Resources Inc
N/A—99-99-100%$6.5K———
Transamerica Financial Advisors, LLC
N/A—87-87-100%$5.7K———
Bellevue Asset Management, LLC
N/A—61-61-100%$4.0K———
Smartleaf Asset Management LLC
N/A—41-41-100%$2.7K———
Private Wealth Asset Management, LLC
N/A—36-36-100%$2.4K———
Crewe Advisors LLC
N/A—25-25-100%$1.6K———
Quent Capital, LLC
N/A—19-19-100%$1.3K———
Rockefeller Capital Management L.P.
N/A—19-19-100%$1.2K———
Fiduciary Financial Advisors
N/A—16-16-100%$981———
Systematic Financial Management LP
N/A—15-15-100%$982———
Clearstead Advisors, LLC
N/A—12-12-100%$786———
Ogorek Anthony Joseph
N/A—10-10-100%$0———
Optiver Holding B.V.
N/A—8-8-100%$524———
Prestige Wealth Management Group LLC
N/A—8-8-100%$524———
Keating Financial Advisory Services, Inc.
N/A—8-8-100%$524———
HFM Investment Advisors, LLC
N/A—8-8-100%$524———
Westfuller Advisors, LLC
N/A—7-7-100%$458———
Clearstead Trust, LLC
N/A—6-6-100%$393———
Investors Portfolio Services LLC
N/A—6-6-100%$393———
Zions Bancorporation, National Association
N/A—5-5-100%$327———
Bartlett & Co. Wealth Management LLC
N/A—3-3-100%$196———
O'shaughnessy Asset Management, LLC
N/A—3-3-100%$196———
Harbour Investments, Inc.
N/A—3-3-100%$196———
Rialto Wealth Management, LLC
N/A—2-2-100%$131———
LRI Investments, LLC
N/A—1-1-100%$65———
Sachetta, LLC
N/A—1-1-100%$66———
Showing 247 of 247 institutions