American States Water Co (AWR)

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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Geode Capital Management, LLC

DECREASED

Shares990,532 from 1,001,087

Change-10,555 (-1%)

Value$81.6M (-$1.2M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares763,734 from 749,299

Change+14,435 (+2%)

Value$62.9M (+$961.9K)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares342,062 from 342,941

Change-879 (0%)

Value$28.2M (-$175.2K)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares271,800 from 190,996

Change+80,804 (+42%)

Value$22.4M (+$6.6M)

Filed 2026-11-02

Perpetual Ltd

INCREASED

Shares162,797 from 160,353

Change+2,444 (+2%)

Value$13.4M (+$153.1K)

Filed 2026-10-13

ProShare Advisors LLC

INCREASED

Shares122,505 from 96,924

Change+25,581 (+26%)

Value$10.1M (+$2.1M)

Filed 2026-10-29

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares99,236 from 77,366

Change+21,870 (+28%)

Value$8.2M (+$1.8M)

Filed 2026-11-03

D.A. Davidson & Co.

DECREASED

Shares91,911 from 91,939

Change-28 (0%)

Value$7.6M (-$30.0K)

Filed 2026-10-28

CoreCap Advisors, LLC

NEW

Shares83,073

Change+83,073

Value$6.8M

Filed 2026-10-08

Deutsche Bank Ag\

INCREASED

Shares81,696 from 70,001

Change+11,695 (+17%)

Value$6.7M (+$941.9K)

Filed 2026-11-06

KBC Group NV

INCREASED

Shares71,838 from 71,186

Change+652 (+1%)

Value$5.9M (+$32.0K)

Filed 2026-10-22

Cornerstone Wealth Management, LLC

INCREASED

Shares67,408 from 66,904

Change+504 (+1%)

Value$5.5M (+$21.5K)

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares63,756 from 66,526

Change-2,770 (-4%)

Value$5.2M (-$248.0K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares59,964 from 56,489

Change+3,475 (+6%)

Value$4.9M (+$269.2K)

Filed 2026-11-06

New York State Teachers Retirement System

DECREASED

Shares51,346 from 51,413

Change-67 (0%)

Value$4.2M (-$21.0K)

Filed 2026-10-22

Carrera Capital Advisors

NEW

Shares50,837

Change+50,837

Value$4.2M

Filed 2026-11-03

Creative Planning

INCREASED

Shares47,477 from 44,239

Change+3,238 (+7%)

Value$3.9M (+$253.3K)

Filed 2026-11-02

Maryland State Retirement & Pension System

INCREASED

Shares42,808 from 42,460

Change+348 (+1%)

Value$3.5M (+$15.9K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares38,768 from 37,918

Change+850 (+2%)

Value$2.8M (-$15.2K)

Filed 2026-10-13

Barclays PLC

DECREASED

Shares37,258 from 44,251

Change-6,993 (-16%)

Value$3.1M (-$589.0K)

Filed 2026-11-06

Exchange Traded Concepts, LLC

INCREASED

Shares34,777 from 34,410

Change+367 (+1%)

Value$2.9M (+$19.9K)

Filed 2026-10-28

Russell Investments Group, Ltd.

INCREASED

Shares33,332 from 31,843

Change+1,489 (+5%)

Value$2.7M (+$113.1K)

Filed 2026-11-06

SkyOak Wealth, LLC

DECREASED

Shares33,165 from 36,258

Change-3,093 (-9%)

Value$2.7M (-$265.6K)

Filed 2026-10-28

Fideuram - Intesa Sanpaolo Private Banking S.P.A.

INCREASED

Shares29,254 from 29,236

Change+18 (+0%)

Value$2.4M (-$7.3K)

Filed 2026-10-22

Amundi

INCREASED

Shares24,606 from 20,470

Change+4,136 (+20%)

Value$2.0M (+$334.4K)

Filed 2026-11-06

Assenagon Asset Management S.A.

DECREASED

Shares23,622 from 27,137

Change-3,515 (-13%)

Value$1.9M (-$297.5K)

Filed 2026-10-15

Strs Ohio

NEW

Shares20,400

Change+20,400

Value$1.7M

Filed 2026-10-30

Illinois Municipal Retirement Fund

INCREASED

Shares19,697 from 19,326

Change+371 (+2%)

Value$1.6M (+$24.7K)

Filed 2026-11-05

State of New Jersey Common Pension Fund D

DECREASED

Shares17,153 from 17,711

Change-558 (-3%)

Value$1.4M (-$51.3K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares16,900 from 17,200

Change-300 (-2%)

Value$1.4M (-$29.9K)

Filed 2026-10-20

AlphaCore Capital LLC

INCREASED

Shares15,262 from 15,206

Change+56 (+0%)

Value$1.3M (+$48)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares12,889 from 13,604

Change-715 (-5%)

Value$1.1M (-$63.0K)

Filed 2026-11-02

Weatherly Asset Management L. P.

DECREASED

Shares12,781 from 13,071

Change-290 (-2%)

Value$1.1M (-$27.8K)

Filed 2026-10-20

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares12,762 from 2,669

Change+10,093 (+378%)

Value$1.1M (+$830.2K)

Filed 2026-10-16

Jacobi Capital Management LLC

INCREASED

Shares11,859 from 11,797

Change+62 (+1%)

Value$976.3K (+$1.6K)

Filed 2026-11-05

Vise Technologies, Inc.

NEW

Shares11,848

Change+11,848

Value$975.4K

Filed 2026-10-29

Alps Advisors Inc

DECREASED

Shares11,186 from 17,306

Change-6,120 (-35%)

Value$920.9K (-$509.1K)

Filed 2026-11-03

Arizona State Retirement System

INCREASED

Shares11,039 from 10,784

Change+255 (+2%)

Value$908.8K (+$17.8K)

Filed 2026-11-03

HCR Wealth Advisors

DECREASED

Shares10,963 from 12,705

Change-1,742 (-14%)

Value$902.6K (-$147.3K)

Filed 2026-10-15

Amalgamated Bank

DECREASED

Shares10,340 from 10,548

Change-208 (-2%)

Value$851.0K (-$21.0K)

Filed 2026-10-23

Fifth Third Bancorp

INCREASED

Shares10,184 from 10,065

Change+119 (+1%)

Value$838.4K (+$6.8K)

Filed 2026-11-05

Yousif Capital Management, LLC

DECREASED

Shares10,174 from 10,394

Change-220 (-2%)

Value$837.6K (-$21.2K)

Filed 2026-10-22

Merit Financial Group, LLC

INCREASED

Shares9,950 from 9,224

Change+726 (+8%)

Value$819.2K (+$57.0K)

Filed 2026-11-06

Oppenheimer & Co Inc

INCREASED

Shares9,900 from 9,645

Change+255 (+3%)

Value$815.1K (+$18.1K)

Filed 2026-10-26

Ethic Inc.

DECREASED

Shares9,470 from 11,670

Change-2,200 (-19%)

Value$779.7K (-$184.6K)

Filed 2026-11-03

Brighton Jones LLC

INCREASED

Shares9,225 from 9,091

Change+134 (+1%)

Value$759.5K (+$8.3K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares8,849 from 8,949

Change-100 (-1%)

Value$728.5K (-$10.9K)

Filed 2026-10-30

Atria Investments, Inc

DECREASED

Shares8,101 from 8,157

Change-56 (-1%)

Value$667.0K (-$7.1K)

Filed 2026-10-15

State of Alaska, Department of Revenue

DECREASED

Shares7,836 from 14,140

Change-6,304 (-45%)

Value$644.0K (-$523.0K)

Filed 2026-10-15

Inspire Investing, LLC

DECREASED

Shares7,828 from 8,297

Change-469 (-6%)

Value$644.5K (-$41.1K)

Filed 2026-10-22

Wealthcare Advisory Partners LLC

INCREASED

Shares7,698 from 7,398

Change+300 (+4%)

Value$633.8K (+$22.5K)

Filed 2026-10-21

Pictet Asset Management Holding SA

INCREASED

Shares7,595 from 7,201

Change+394 (+5%)

Value$625.3K (+$30.3K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares7,583 from 7,337

Change+246 (+3%)

Value$624.3K (+$18.0K)

Filed 2026-10-08

Lido Advisors, LLC

DECREASED

Shares7,483 from 7,822

Change-339 (-4%)

Value$616.1K (-$30.3K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

DECREASED

Shares7,480 from 7,484

Change-4 (0%)

Value$615.8K (-$2.6K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares7,411 from 8,526

Change-1,115 (-13%)

Value$610.0K (-$94.0K)

Filed 2026-11-02

First Pacific Financial

DECREASED

Shares7,284 from 7,358

Change-74 (-1%)

Value$599.7K (-$8.4K)

Filed 2026-10-14

US Bancorp \de\

INCREASED

Shares7,241 from 7,147

Change+94 (+1%)

Value$596.2K (+$5.6K)

Filed 2026-11-05

Kestra Advisory Services, LLC

DECREASED

Shares6,959 from 7,367

Change-408 (-6%)

Value$573.0K (-$35.8K)

Filed 2026-11-02

Perigon Wealth Management, LLC

INCREASED

Shares6,936 from 6,794

Change+142 (+2%)

Value$571.0K (+$9.7K)

Filed 2026-10-22

Farmers & Merchants Trust Co of Long Beach

UNCHANGED

Shares6,915 from 6,915

Change0 (0%)

Value$569.3K (-$2.1K)

Filed 2026-10-22

Savant Capital, LLC

NEW

Shares6,783

Change+6,783

Value$558.4K

Filed 2026-11-06

Harbor Capital Advisors, Inc.

INCREASED

Shares6,774 from 6,310

Change+464 (+7%)

Value$558.0K (+$37.0K)

Filed 2026-10-22

CenterBook Partners LP

NEW

Shares6,725

Change+6,725

Value$553.7K

Filed 2026-11-02

Daiwa Securities Group Inc.

INCREASED

Shares6,354 from 6,284

Change+70 (+1%)

Value$523.1K (+$3.9K)

Filed 2026-10-29

Fruth Investment Management

DECREASED

Shares6,218 from 6,400

Change-182 (-3%)

Value$511.0K (-$17.0K)

Filed 2026-10-13

HB Wealth Management, LLC

INCREASED

Shares5,883 from 4,465

Change+1,418 (+32%)

Value$484.4K (+$115.4K)

Filed 2026-10-23

Citigroup Inc

DECREASED

Shares5,780 from 44,294

Change-38,514 (-87%)

Value$475.9K (-$3.2M)

Filed 2026-11-04

Elco Management Co., LLC

DECREASED

Shares5,284 from 6,201

Change-917 (-15%)

Value$435.0K (-$77.4K)

Filed 2026-10-14

Choreo, LLC

INCREASED

Shares5,261 from 4,270

Change+991 (+23%)

Value$433.1K (+$80.3K)

Filed 2026-10-28

Swiss Life Asset Management Ltd

DECREASED

Shares5,199 from 5,260

Change-61 (-1%)

Value$428.0K (-$6.6K)

Filed 2026-11-03

Allworth Financial LP

INCREASED

Shares5,065 from 3,568

Change+1,497 (+42%)

Value$418.5K (+$123.7K)

Filed 2026-11-06

Virtue Capital Management, LLC

DECREASED

Shares5,051 from 7,861

Change-2,810 (-36%)

Value$415.8K (-$233.7K)

Filed 2026-10-29

Ritholtz Wealth Management

INCREASED

Shares5,008 from 4,581

Change+427 (+9%)

Value$412.3K (+$33.8K)

Filed 2026-11-05

Quadrant Capital Group LLC

INCREASED

Shares4,951 from 4,936

Change+15 (+0%)

Value$408.5K (+$645)

Filed 2026-10-20

Xponance LLC

DECREASED

Shares4,735 from 4,827

Change-92 (-2%)

Value$389.8K (-$9.0K)

Filed 2026-11-03

Mutual of America Capital Management LLC

INCREASED

Shares4,523 from 4,488

Change+35 (+1%)

Value$372.4K (+$1.5K)

Filed 2026-10-23

NorthCrest Asset Manangement, LLC

DECREASED

Shares4,460 from 4,553

Change-93 (-2%)

Value$365.0K (-$16.9K)

Filed 2026-10-13

Soltis Investment Advisors LLC

NEW

Shares4,236

Change+4,236

Value$348.7K

Filed 2026-10-28

Forvis Mazars Wealth Advisors, LLC

UNCHANGED

Shares4,076 from 4,076

Change0 (0%)

Value$335.6K (-$1.2K)

Filed 2026-10-13

Parallel Advisors, LLC

DECREASED

Shares3,977 from 4,008

Change-31 (-1%)

Value$327.4K (-$3.8K)

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares3,956 from 3,931

Change+25 (+1%)

Value$325.7K (+$878)

Filed 2026-10-08

Pathway Financial Advisers, LLC

INCREASED

Shares3,906 from 3,882

Change+24 (+1%)

Value$321.5K (+$796)

Filed 2026-10-27

Freedom Day Solutions, LLC

UNCHANGED

Shares3,800 from 3,800

Change0 (0%)

Value$312.9K (-$1.1K)

Filed 2026-10-20

111 Capital

NEW

Shares3,704

Change+3,704

Value$305.0K

Filed 2026-11-03

Nykredit A/S

UNCHANGED

Shares3,659 from 3,659

Change0 (0%)

Value$301.2K (-$1.1K)

Filed 2026-11-06

Praxis Investment Management Inc

UNCHANGED

Shares3,640 from 3,640

Change0 (0%)

Value$300.0K (-$1.0K)

Filed 2026-11-03

IFM Investors Pty Ltd

INCREASED

Shares3,609 from 2,810

Change+799 (+28%)

Value$297.1K (+$64.9K)

Filed 2026-10-14

Parcion Private Wealth LLC

INCREASED

Shares3,593 from 3,267

Change+326 (+10%)

Value$295.8K (+$25.9K)

Filed 2026-10-28

MQS Management LLC

NEW

Shares3,541

Change+3,541

Value$291.5K

Filed 2026-11-06

Vista Investment Partners LLC

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$288.2K (-$1.1K)

Filed 2026-10-08

Crossmark Global Holdings, Inc.

DECREASED

Shares3,485 from 3,543

Change-58 (-2%)

Value$286.9K (-$5.8K)

Filed 2026-10-21

Martin Capital Partners, LLC

DECREASED

Shares3,469 from 3,520

Change-51 (-1%)

Value$285.6K (-$5.3K)

Filed 2026-10-07

Blankinship & Foster, LLC

INCREASED

Shares3,464 from 3,463

Change+1 (+0%)

Value$285.2K (-$956)

Filed 2026-10-19

Nisa Investment Advisors, LLC

INCREASED

Shares3,262 from 2,399

Change+863 (+36%)

Value$268.6K (+$70.3K)

Filed 2026-10-20

Counterpoint Mutual Funds LLC

DECREASED

Shares3,181 from 3,839

Change-658 (-17%)

Value$261.9K (-$55.3K)

Filed 2026-10-16

Redmond Asset Management, LLC

UNCHANGED

Shares3,150 from 3,150

Change0 (0%)

Value$259.3K (-$945)

Filed 2026-10-27

Kestra Private Wealth Services, LLC

INCREASED

Shares3,092 from 3,091

Change+1 (+0%)

Value$254.5K (-$901)

Filed 2026-11-06

Evergreen Capital Management LLC

UNCHANGED

Shares3,086 from 3,086

Change0 (0%)

Value$254.1K (-$926)

Filed 2026-10-23

StoneX Group Inc.

NEW

Shares3,078

Change+3,078

Value$261.4K

Filed 2026-11-03

Krilogy Financial LLC

DECREASED

Shares3,049 from 3,558

Change-509 (-14%)

Value$252.6K (-$41.4K)

Filed 2026-10-13

Compound Planning, Inc.

NEW

Shares3,036

Change+3,036

Value$250.0K

Filed 2026-11-05

Amplius Wealth Advisors, LLC

UNCHANGED

Shares3,018 from 3,018

Change0 (0%)

Value$248.5K (-$905)

Filed 2026-10-20

Vision Capital Management, Inc.

UNCHANGED

Shares2,921 from 2,921

Change0 (0%)

Value$240.5K (-$877)

Filed 2026-10-20

Modera Wealth Management, LLC

UNCHANGED

Shares2,895 from 2,895

Change0 (0%)

Value$238.3K (-$868)

Filed 2026-10-28

Citizens Financial Group Inc

NEW

Shares2,846

Change+2,846

Value$234.3K

Filed 2026-10-23

Chicago Partners Investment Group LLC

INCREASED

Shares2,806 from 2,741

Change+65 (+2%)

Value$239.7K (+$812)

Filed 2026-10-27

Procyon Advisors, LLC

NEW

Shares2,710

Change+2,710

Value$223.1K

Filed 2026-10-21

Virginia Retirement Systems ET Al

UNCHANGED

Shares2,600 from 2,600

Change0 (0%)

Value$214.1K (-$780)

Filed 2026-10-28

MGO One Seven LLC

DECREASED

Shares2,587 from 2,867

Change-280 (-10%)

Value$213.0K (-$23.9K)

Filed 2026-10-28

Baker Avenue Asset Management, LP

INCREASED

Shares2,503 from 2,457

Change+46 (+2%)

Value$206.1K (+$3.1K)

Filed 2026-11-06

Abacus Wealth Partners, LLC

NEW

Shares2,432

Change+2,432

Value$200.2K

Filed 2026-11-03

Coston, McIsaac & Partners

INCREASED

Shares2,414 from 2,408

Change+6 (+0%)

Value$198.8K (-$209)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares2,304 from 2,276

Change+28 (+1%)

Value$189.7K (+$1.6K)

Filed 2026-10-22

Adirondack Trust Co

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$164.7K (-$600)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares1,969 from 1,932

Change+37 (+2%)

Value$162.1K (+$2.5K)

Filed 2026-11-04

Farmers & Merchants Investments Inc

INCREASED

Shares1,551 from 1,537

Change+14 (+1%)

Value$127.7K (+$692)

Filed 2026-10-22

Asset Planning,Inc

UNCHANGED

Shares1,450 from 1,450

Change0 (0%)

Value$119.4K (-$435)

Filed 2026-10-26

Gables Capital Management Inc.

UNCHANGED

Shares1,250 from 1,250

Change0 (0%)

Value$102.9K (-$375)

Filed 2026-11-04

DekaBank Deutsche Girozentrale

NEW

Shares1,182

Change+1,182

Value$97.0K

Filed 2026-10-27

IFP Advisors, Inc

DECREASED

Shares1,177 from 1,179

Change-2 (0%)

Value$96.9K (-$519)

Filed 2026-10-16

Sterling Capital Management LLC

INCREASED

Shares1,160 from 335

Change+825 (+246%)

Value$95.5K (+$67.8K)

Filed 2026-10-22

Trust Co of Vermont

UNCHANGED

Shares1,050 from 1,050

Change0 (0%)

Value$86.4K (-$315)

Filed 2026-10-21

Caitong International Asset Management Co., Ltd

NEW

Shares1,027

Change+1,027

Value$84.6K

Filed 2026-10-29

Essential Partners LLC

UNCHANGED

Shares766 from 766

Change0 (0%)

Value$63.1K (-$230)

Filed 2026-10-14

Signaturefd, LLC

INCREASED

Shares707 from 576

Change+131 (+23%)

Value$58.2K (+$10.6K)

Filed 2026-10-23

Plato Investment Management Ltd

INCREASED

Shares693 from 624

Change+69 (+11%)

Value$57.3K (+$6.0K)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares645 from 640

Change+5 (+1%)

Value$53.1K (+$220)

Filed 2026-10-27

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares604 from 604

Change0 (0%)

Value$49.7K (-$182)

Filed 2026-10-16

True Wealth Design, LLC

UNCHANGED

Shares451 from 451

Change0 (0%)

Value$37.1K (-$136)

Filed 2026-10-13

Golden State Wealth Management, LLC

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$31.3K (-$114)

Filed 2026-11-02

Armstrong Advisory Group, Inc

UNCHANGED

Shares362 from 362

Change0 (0%)

Value$29.8K (-$109)

Filed 2026-10-09

Covestor Ltd

DECREASED

Shares357 from 774

Change-417 (-54%)

Value$29 (-$64.0K)

Filed 2026-10-30

Creative Financial Designs Inc

DECREASED

Shares345 from 368

Change-23 (-6%)

Value$28.4K (-$2.0K)

Filed 2026-11-04

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares309 from 309

Change0 (0%)

Value$25.4K (-$93)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares297 from 202

Change+95 (+47%)

Value$24.5K (+$7.8K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares294

Change+294

Value$24.2K

Filed 2026-10-21

UMB Bank, n.a.

INCREASED

Shares258 from 256

Change+2 (+1%)

Value$21.2K (+$88)

Filed 2026-11-06

Versant Capital Management, Inc

INCREASED

Shares253 from 229

Change+24 (+10%)

Value$20.8K (+$1.9K)

Filed 2026-10-02

Fortitude Family Office, LLC

INCREASED

Shares250 from 60

Change+190 (+317%)

Value$20.6K (+$15.6K)

Filed 2026-10-14

Salomon & Ludwin, LLC

UNCHANGED

Shares219 from 219

Change0 (0%)

Value$18.0K (-$221)

Filed 2026-10-29

Pflug Koory, LLC

UNCHANGED

Shares201 from 201

Change0 (0%)

Value$16.5K (-$61)

Filed 2026-10-26

Bayban

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$16.5K ($0)

Filed 2026-11-05

Parkside Financial Bank & Trust

INCREASED

Shares179 from 156

Change+23 (+15%)

Value$14.7K (+$1.8K)

Filed 2026-10-27

Provenance Wealth Advisors, LLC

NEW

Shares173

Change+173

Value$14.2K

Filed 2026-10-30

Buck Wealth Strategies, LLC

INCREASED

Shares126 from 103

Change+23 (+22%)

Value$10.3K (+$1.9K)

Filed 2026-10-28

Bare Financial Services, Inc

INCREASED

Shares121 from 86

Change+35 (+41%)

Value$10.0K (+$2.9K)

Filed 2026-11-04

Rothwell Investment Advisors, LLC

NEW

Shares120

Change+120

Value$9.8K

Filed 2026-11-06

Redwood Park Advisors LLC

UNCHANGED

Shares114 from 114

Change0 (0%)

Value$9.4K (+$24)

Filed 2026-11-02

Costello Asset Management, Inc

NEW

Shares100

Change+100

Value$8.2K

Filed 2026-10-30

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$8.2K (-$30)

Filed 2026-10-23

Clearstead Advisors, LLC

DECREASED

Shares84 from 106

Change-22 (-21%)

Value$6.9K (-$1.8K)

Filed 2026-11-06

Natixis

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$6.9K (-$25)

Filed 2026-11-06

High Note Wealth, LLC

DECREASED

Shares71 from 77

Change-6 (-8%)

Value$5.8K (-$518)

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$4.9K (-$18)

Filed 2026-10-05

TD Waterhouse Canada Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$4.1K (-$109)

Filed 2026-10-16

Larson Financial Group LLC

INCREASED

Shares47 from 39

Change+8 (+21%)

Value$3.9K (+$647)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$3.3K (-$11)

Filed 2026-11-05

Ascentis Wealth Management, LLC

NEW

Shares39

Change+39

Value$3.2K

Filed 2026-11-03

UMB Private Wealth Management, LLC

NEW

Shares36

Change+36

Value$3.0K

Filed 2026-10-19

GK Wealth Management LLC

NEW

Shares34

Change+34

Value$2.8K

Filed 2026-10-09

Assetmark, Inc

INCREASED

Shares28 from 19

Change+9 (+47%)

Value$2.3K (+$735)

Filed 2026-10-21

JFS Wealth Advisors, LLC

DECREASED

Shares25 from 26

Change-1 (-4%)

Value$2.1K (-$90)

Filed 2026-11-03

Trust Co

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$2.1K (-$7)

Filed 2026-10-09

TD Private Client Wealth LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.5K (-$5)

Filed 2026-10-28

Physician Wealth Advisors, Inc.

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.5K (-$6)

Filed 2026-10-20

Simplex Trading, LLC

DECREASED

Shares16 from 5,981

Change-5,965 (-100%)

Value$1.3K (-$492.9K)

Filed 2026-11-04

Private Wealth Management Group, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.2K (-$4)

Filed 2026-10-19

Creative Capital Management Investments LLC

INCREASED

Shares13 from 8

Change+5 (+63%)

Value$1.1K (+$409)

Filed 2026-10-28

Ascentis Independent Advisors

NEW

Shares10

Change+10

Value$823

Filed 2026-11-03

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$824 (-$3)

Filed 2026-10-27

Valley National Advisers Inc

NEW

Shares7

Change+7

Value$577

Filed 2026-10-23

Gilpin Wealth Management, LLC

DECREASED

Shares7 from 8

Change-1 (-12%)

Value$577 (-$85)

Filed 2026-10-09

Bell Investment Advisors, Inc

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$577 (-$2)

Filed 2026-10-29

Bay Harbor Wealth Management, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$576 (-$2)

Filed 2026-11-03

Duff & Phelps Investment Management Co

DECREASED

Shares6 from 49,571

Change-49,565 (-100%)

Value$494 (-$4.1M)

Filed 2026-11-06

First Horizon Corp

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$494 (-$2)

Filed 2026-10-26

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$494 (-$2)

Filed 2026-10-16

Tradewinds Capital Management, LLC

NEW

Shares5

Change+5

Value$412

Filed 2026-10-23

Manchester Capital Management LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$412 (-$2)

Filed 2026-10-22

Hughes Financial Services, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$427 (+$14)

Filed 2026-10-30

Financial Consulate, Inc

NEW

Shares2

Change+2

Value$165

Filed 2026-10-23

Davis Capital Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$165 ($0)

Filed 2026-10-08

DecisionPoint Financial, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$82 (-$2)

Filed 2026-10-27

First Citizens Bank & Trust Co

CLOSED

Shares0 from 3,382

Change-3,382 (-100%)

Value$0 (-$279.5K)

Filed 2026-10-14

GW Henssler & Associates LTD

CLOSED

Shares0 from 2,603

Change-2,603 (-100%)

Value$0 (-$215.1K)

Filed 2026-10-26

Bank Julius Baer & Co. Ltd, Zurich

CLOSED

Shares0 from 1,588

Change-1,588 (-100%)

Value$0 (-$131.2K)

Filed 2026-10-29

AdvisorNet Financial, Inc

CLOSED

Shares0 from 734

Change-734 (-100%)

Value$0 (-$60.7K)

Filed 2026-10-15

Salem Investment Counselors Inc

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$41.3K)

Filed 2026-10-13

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$5.0K)

Filed 2026-11-06

Evolution Wealth Management Inc.

CLOSED

Shares0 from 39

Change-39 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-28

Cornerstone Planning Group LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$2.5K)

Filed 2026-10-16

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-07

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$661)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 ($0)

Filed 2026-11-06

Fulcrum Asset Management LLP

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$497)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 7,294,548

Change-7,294,548 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,524,229

Change-3,524,229 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,557,960

Change-2,557,960 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,243,634

Change-2,243,634 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,789,593

Change-1,789,593 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 919,629

Change-919,629 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 904,551

Change-904,551 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 778,435

Change-778,435 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 619,310

Change-619,310 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 482,466

Change-482,466 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 478,996

Change-478,996 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 470,985

Change-470,985 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 287,237

Change-287,237 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 275,392

Change-275,392 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 268,766

Change-268,766 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 257,020

Change-257,020 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 252,207

Change-252,207 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 238,467

Change-238,467 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 228,364

Change-228,364 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 186,116

Change-186,116 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 181,346

Change-181,346 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 178,394

Change-178,394 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 155,842

Change-155,842 (-100%)

Value—

UBS Group AG

N/A

Shares— from 151,438

Change-151,438 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 148,270

Change-148,270 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 134,687

Change-134,687 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 126,404

Change-126,404 (-100%)

Value—

Leith Wheeler Investment Counsel Ltd.

N/A

Shares— from 125,110

Change-125,110 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 124,803

Change-124,803 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 111,732

Change-111,732 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 108,963

Change-108,963 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 107,311

Change-107,311 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 101,674

Change-101,674 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 87,753

Change-87,753 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 86,353

Change-86,353 (-100%)

Value—

Dean Investment Associates, LLC

N/A

Shares— from 84,780

Change-84,780 (-100%)

Value—

Meiji Yasuda Asset Management Co Ltd.

N/A

Shares— from 78,809

Change-78,809 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 78,400

Change-78,400 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 76,619

Change-76,619 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 69,290

Change-69,290 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 66,475

Change-66,475 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 66,131

Change-66,131 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 65,028

Change-65,028 (-100%)

Value—

Dean Capital Management

N/A

Shares— from 61,578

Change-61,578 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 59,953

Change-59,953 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 56,063

Change-56,063 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 54,459

Change-54,459 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 54,026

Change-54,026 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 49,079

Change-49,079 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 48,620

Change-48,620 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 47,000

Change-47,000 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 46,400

Change-46,400 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 44,984

Change-44,984 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 44,913

Change-44,913 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 44,351

Change-44,351 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 43,361

Change-43,361 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 43,205

Change-43,205 (-100%)

Value—

Storebrand Asset Management AS

N/A

Shares— from 39,027

Change-39,027 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 37,910

Change-37,910 (-100%)

Value—

Magellan Asset Management Ltd

N/A

Shares— from 36,743

Change-36,743 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 35,011

Change-35,011 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 34,045

Change-34,045 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 33,433

Change-33,433 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 32,654

Change-32,654 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 32,111

Change-32,111 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 30,311

Change-30,311 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 30,220

Change-30,220 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 30,094

Change-30,094 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 29,801

Change-29,801 (-100%)

Value—

CoreCommodity Management, LLC

N/A

Shares— from 28,177

Change-28,177 (-100%)

Value—

Ilex Capital Partners (UK) LLP

N/A

Shares— from 28,118

Change-28,118 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 27,619

Change-27,619 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 26,870

Change-26,870 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 26,316

Change-26,316 (-100%)

Value—

Macquarie Group LTD

N/A

Shares— from 25,352

Change-25,352 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 25,239

Change-25,239 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 24,348

Change-24,348 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 23,215

Change-23,215 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 22,970

Change-22,970 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 22,901

Change-22,901 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 22,363

Change-22,363 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 22,176

Change-22,176 (-100%)

Value—

FMR LLC

N/A

Shares— from 21,566

Change-21,566 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 20,646

Change-20,646 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 19,459

Change-19,459 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 19,282

Change-19,282 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 19,160

Change-19,160 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 18,951

Change-18,951 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 18,133

Change-18,133 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 18,123

Change-18,123 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 17,847

Change-17,847 (-100%)

Value—

NFJ Investment Group, LLC

N/A

Shares— from 17,740

Change-17,740 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 16,900

Change-16,900 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 16,593

Change-16,593 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 16,496

Change-16,496 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 15,577

Change-15,577 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 15,516

Change-15,516 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 14,910

Change-14,910 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 14,848

Change-14,848 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 14,800

Change-14,800 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 14,708

Change-14,708 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 14,700

Change-14,700 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 14,113

Change-14,113 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 13,613

Change-13,613 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 13,212

Change-13,212 (-100%)

Value—

Hunter Perkins Capital Management, LLC

N/A

Shares— from 12,958

Change-12,958 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 12,933

Change-12,933 (-100%)

Value—

Man Group plc

N/A

Shares— from 12,622

Change-12,622 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,079

Change-12,079 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 11,776

Change-11,776 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,557

Change-11,557 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 10,853

Change-10,853 (-100%)

Value—

Blackhill Capital Inc

N/A

Shares— from 10,800

Change-10,800 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 10,474

Change-10,474 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 10,325

Change-10,325 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 10,279

Change-10,279 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 10,119

Change-10,119 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 9,880

Change-9,880 (-100%)

Value—

Cullen Capital Management, LLC

N/A

Shares— from 9,878

Change-9,878 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 9,613

Change-9,613 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 9,508

Change-9,508 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 9,388

Change-9,388 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 8,235

Change-8,235 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 8,075

Change-8,075 (-100%)

Value—

Kennondale Capital Management LLC

N/A

Shares— from 7,912

Change-7,912 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 7,558

Change-7,558 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 7,375

Change-7,375 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 7,371

Change-7,371 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 7,258

Change-7,258 (-100%)

Value—

King Wealth Management Group

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 6,948

Change-6,948 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 6,872

Change-6,872 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 6,714

Change-6,714 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 6,702

Change-6,702 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 6,664

Change-6,664 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 6,400

Change-6,400 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 6,190

Change-6,190 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,102

Change-6,102 (-100%)

Value—

Financial Advisors Network, Inc.

N/A

Shares— from 6,006

Change-6,006 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 5,900

Change-5,900 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 5,844

Change-5,844 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 5,784

Change-5,784 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 5,775

Change-5,775 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 5,676

Change-5,676 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 5,457

Change-5,457 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 5,429

Change-5,429 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 5,329

Change-5,329 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 5,238

Change-5,238 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 5,104

Change-5,104 (-100%)

Value—

Catalyst Funds Management Pty Ltd

N/A

Shares— from 4,914

Change-4,914 (-100%)

Value—

Blair William & Co

N/A

Shares— from 4,871

Change-4,871 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,818

Change-4,818 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 4,679

Change-4,679 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 4,471

Change-4,471 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 3,966

Change-3,966 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 3,881

Change-3,881 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 3,783

Change-3,783 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 3,651

Change-3,651 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,624

Change-3,624 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 3,611

Change-3,611 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 3,584

Change-3,584 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 3,583

Change-3,583 (-100%)

Value—

Meeder Advisory Services, Inc.

N/A

Shares— from 3,497

Change-3,497 (-100%)

Value—

Ingalls & Snyder LLC

N/A

Shares— from 3,485

Change-3,485 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 3,456

Change-3,456 (-100%)

Value—

Rodgers Brothers Inc.

N/A

Shares— from 3,350

Change-3,350 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 3,287

Change-3,287 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 3,285

Change-3,285 (-100%)

Value—

Horizon Investment Services, LLC

N/A

Shares— from 3,277

Change-3,277 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 3,244

Change-3,244 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 3,239

Change-3,239 (-100%)

Value—

Bull Harbor Capital LLC

N/A

Shares— from 3,219

Change-3,219 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 3,218

Change-3,218 (-100%)

Value—

Stonebridge Capital Advisors LLC

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 3,160

Change-3,160 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 3,144

Change-3,144 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,136

Change-3,136 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 3,008

Change-3,008 (-100%)

Value—

SlateStone Wealth, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Waddell & Associates, LLC

N/A

Shares— from 2,965

Change-2,965 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 2,885

Change-2,885 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 2,862

Change-2,862 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,788

Change-2,788 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 2,771

Change-2,771 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 2,734

Change-2,734 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 2,598

Change-2,598 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 2,563

Change-2,563 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 2,504

Change-2,504 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 2,441

Change-2,441 (-100%)

Value—

WFA of San Diego, LLC

N/A

Shares— from 2,411

Change-2,411 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 2,038

Change-2,038 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 1,842

Change-1,842 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,728

Change-1,728 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,471

Change-1,471 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,380

Change-1,380 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,334

Change-1,334 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 1,094

Change-1,094 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 877

Change-877 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 824

Change-824 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 778

Change-778 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 757

Change-757 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 741

Change-741 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 705

Change-705 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 666

Change-666 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 659

Change-659 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 611

Change-611 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 508

Change-508 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 430

Change-430 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 414

Change-414 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 405

Change-405 (-100%)

Value—

Tiaa Wealth Investment Management LLC

N/A

Shares— from 349

Change-349 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 294

Change-294 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 200

Change-200 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 111

Change-111 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 111

Change-111 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 44

Change-44 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 36

Change-36 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 33

Change-33 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 19

Change-19 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Quarry LP

N/A

Shares— from 11

Change-11 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	990,532	1,001,087	-10,555	-1%	$82.7M	$81.6M	-$1.2M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	763,734	749,299	+14,435	+2%	$61.9M	$62.9M	+$961.9K	2026-11-04
Bank of New York Mellon Corp	DECREASED	342,062	342,941	-879	0%	$28.3M	$28.2M	-$175.2K	2026-11-05
Principal Financial Group Inc	INCREASED	271,800	190,996	+80,804	+42%	$15.8M	$22.4M	+$6.6M	2026-11-02
Perpetual Ltd	INCREASED	162,797	160,353	+2,444	+2%	$13.2M	$13.4M	+$153.1K	2026-10-13
ProShare Advisors LLC	INCREASED	122,505	96,924	+25,581	+26%	$8.0M	$10.1M	+$2.1M	2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	99,236	77,366	+21,870	+28%	$6.4M	$8.2M	+$1.8M	2026-11-03
D.A. Davidson & Co.	DECREASED	91,911	91,939	-28	0%	$7.6M	$7.6M	-$30.0K	2026-10-28
CoreCap Advisors, LLC	NEW	83,073	—	+83,073	—	—	$6.8M	—	2026-10-08
Deutsche Bank Ag\	INCREASED	81,696	70,001	+11,695	+17%	$5.8M	$6.7M	+$941.9K	2026-11-06
KBC Group NV	INCREASED	71,838	71,186	+652	+1%	$5.9M	$5.9M	+$32.0K	2026-10-22
Cornerstone Wealth Management, LLC	INCREASED	67,408	66,904	+504	+1%	$5.5M	$5.5M	+$21.5K	2026-11-04
Thrivent Financial for Lutherans	DECREASED	63,756	66,526	-2,770	-4%	$5.5M	$5.2M	-$248.0K	2026-11-05
LPL Financial LLC	INCREASED	59,964	56,489	+3,475	+6%	$4.7M	$4.9M	+$269.2K	2026-11-06
New York State Teachers Retirement System	DECREASED	51,346	51,413	-67	0%	$4.2M	$4.2M	-$21.0K	2026-10-22
Carrera Capital Advisors	NEW	50,837	—	+50,837	—	—	$4.2M	—	2026-11-03
Creative Planning	INCREASED	47,477	44,239	+3,238	+7%	$3.7M	$3.9M	+$253.3K	2026-11-02
Maryland State Retirement & Pension System	INCREASED	42,808	42,460	+348	+1%	$3.5M	$3.5M	+$15.9K	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	38,768	37,918	+850	+2%	$2.8M	$2.8M	-$15.2K	2026-10-13
Barclays PLC	DECREASED	37,258	44,251	-6,993	-16%	$3.7M	$3.1M	-$589.0K	2026-11-06
Exchange Traded Concepts, LLC	INCREASED	34,777	34,410	+367	+1%	$2.8M	$2.9M	+$19.9K	2026-10-28
Russell Investments Group, Ltd.	INCREASED	33,332	31,843	+1,489	+5%	$2.6M	$2.7M	+$113.1K	2026-11-06
SkyOak Wealth, LLC	DECREASED	33,165	36,258	-3,093	-9%	$3.0M	$2.7M	-$265.6K	2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	INCREASED	29,254	29,236	+18	+0%	$2.4M	$2.4M	-$7.3K	2026-10-22
Amundi	INCREASED	24,606	20,470	+4,136	+20%	$1.7M	$2.0M	+$334.4K	2026-11-06
Assenagon Asset Management S.A.	DECREASED	23,622	27,137	-3,515	-13%	$2.2M	$1.9M	-$297.5K	2026-10-15
Strs Ohio	NEW	20,400	—	+20,400	—	—	$1.7M	—	2026-10-30
Illinois Municipal Retirement Fund	INCREASED	19,697	19,326	+371	+2%	$1.6M	$1.6M	+$24.7K	2026-11-05
State of New Jersey Common Pension Fund D	DECREASED	17,153	17,711	-558	-3%	$1.5M	$1.4M	-$51.3K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	16,900	17,200	-300	-2%	$1.4M	$1.4M	-$29.9K	2026-10-20
AlphaCore Capital LLC	INCREASED	15,262	15,206	+56	+0%	$1.3M	$1.3M	+$48	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	12,889	13,604	-715	-5%	$1.1M	$1.1M	-$63.0K	2026-11-02
Weatherly Asset Management L. P.	DECREASED	12,781	13,071	-290	-2%	$1.1M	$1.1M	-$27.8K	2026-10-20
Y-Intercept (Hong Kong) Ltd	INCREASED	12,762	2,669	+10,093	+378%	$220.5K	$1.1M	+$830.2K	2026-10-16
Jacobi Capital Management LLC	INCREASED	11,859	11,797	+62	+1%	$974.8K	$976.3K	+$1.6K	2026-11-05
Vise Technologies, Inc.	NEW	11,848	—	+11,848	—	—	$975.4K	—	2026-10-29
Alps Advisors Inc	DECREASED	11,186	17,306	-6,120	-35%	$1.4M	$920.9K	-$509.1K	2026-11-03
Arizona State Retirement System	INCREASED	11,039	10,784	+255	+2%	$891.1K	$908.8K	+$17.8K	2026-11-03
HCR Wealth Advisors	DECREASED	10,963	12,705	-1,742	-14%	$1.0M	$902.6K	-$147.3K	2026-10-15
Amalgamated Bank	DECREASED	10,340	10,548	-208	-2%	$872.0K	$851.0K	-$21.0K	2026-10-23
Fifth Third Bancorp	INCREASED	10,184	10,065	+119	+1%	$831.7K	$838.4K	+$6.8K	2026-11-05
Yousif Capital Management, LLC	DECREASED	10,174	10,394	-220	-2%	$858.9K	$837.6K	-$21.2K	2026-10-22
Merit Financial Group, LLC	INCREASED	9,950	9,224	+726	+8%	$762.2K	$819.2K	+$57.0K	2026-11-06
Oppenheimer & Co Inc	INCREASED	9,900	9,645	+255	+3%	$797.0K	$815.1K	+$18.1K	2026-10-26
Ethic Inc.	DECREASED	9,470	11,670	-2,200	-19%	$964.3K	$779.7K	-$184.6K	2026-11-03
Brighton Jones LLC	INCREASED	9,225	9,091	+134	+1%	$751.2K	$759.5K	+$8.3K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	8,849	8,949	-100	-1%	$739.5K	$728.5K	-$10.9K	2026-10-30
Atria Investments, Inc	DECREASED	8,101	8,157	-56	-1%	$674.0K	$667.0K	-$7.1K	2026-10-15
State of Alaska, Department of Revenue	DECREASED	7,836	14,140	-6,304	-45%	$1.2M	$644.0K	-$523.0K	2026-10-15
Inspire Investing, LLC	DECREASED	7,828	8,297	-469	-6%	$685.6K	$644.5K	-$41.1K	2026-10-22
Wealthcare Advisory Partners LLC	INCREASED	7,698	7,398	+300	+4%	$611.3K	$633.8K	+$22.5K	2026-10-21
Pictet Asset Management Holding SA	INCREASED	7,595	7,201	+394	+5%	$595.0K	$625.3K	+$30.3K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	7,583	7,337	+246	+3%	$606.3K	$624.3K	+$18.0K	2026-10-08
Lido Advisors, LLC	DECREASED	7,483	7,822	-339	-4%	$646.4K	$616.1K	-$30.3K	2026-11-04
PNC Financial Services Group, Inc.	DECREASED	7,480	7,484	-4	0%	$618.4K	$615.8K	-$2.6K	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	7,411	8,526	-1,115	-13%	$704.0K	$610.0K	-$94.0K	2026-11-02
First Pacific Financial	DECREASED	7,284	7,358	-74	-1%	$608.0K	$599.7K	-$8.4K	2026-10-14
US Bancorp \de\	INCREASED	7,241	7,147	+94	+1%	$590.6K	$596.2K	+$5.6K	2026-11-05
Kestra Advisory Services, LLC	DECREASED	6,959	7,367	-408	-6%	$608.7K	$573.0K	-$35.8K	2026-11-02
Perigon Wealth Management, LLC	INCREASED	6,936	6,794	+142	+2%	$561.4K	$571.0K	+$9.7K	2026-10-22
Farmers & Merchants Trust Co of Long Beach	UNCHANGED	6,915	6,915	0	0%	$571.4K	$569.3K	-$2.1K	2026-10-22
Savant Capital, LLC	NEW	6,783	—	+6,783	—	—	$558.4K	—	2026-11-06
Harbor Capital Advisors, Inc.	INCREASED	6,774	6,310	+464	+7%	$521.0K	$558.0K	+$37.0K	2026-10-22
CenterBook Partners LP	NEW	6,725	—	+6,725	—	—	$553.7K	—	2026-11-02
Daiwa Securities Group Inc.	INCREASED	6,354	6,284	+70	+1%	$519.2K	$523.1K	+$3.9K	2026-10-29
Fruth Investment Management	DECREASED	6,218	6,400	-182	-3%	$528.0K	$511.0K	-$17.0K	2026-10-13
HB Wealth Management, LLC	INCREASED	5,883	4,465	+1,418	+32%	$368.9K	$484.4K	+$115.4K	2026-10-23
Citigroup Inc	DECREASED	5,780	44,294	-38,514	-87%	$3.7M	$475.9K	-$3.2M	2026-11-04
Elco Management Co., LLC	DECREASED	5,284	6,201	-917	-15%	$512.4K	$435.0K	-$77.4K	2026-10-14
Choreo, LLC	INCREASED	5,261	4,270	+991	+23%	$352.8K	$433.1K	+$80.3K	2026-10-28
Swiss Life Asset Management Ltd	DECREASED	5,199	5,260	-61	-1%	$434.6K	$428.0K	-$6.6K	2026-11-03
Allworth Financial LP	INCREASED	5,065	3,568	+1,497	+42%	$294.8K	$418.5K	+$123.7K	2026-11-06
Virtue Capital Management, LLC	DECREASED	5,051	7,861	-2,810	-36%	$649.6K	$415.8K	-$233.7K	2026-10-29
Ritholtz Wealth Management	INCREASED	5,008	4,581	+427	+9%	$378.5K	$412.3K	+$33.8K	2026-11-05
Quadrant Capital Group LLC	INCREASED	4,951	4,936	+15	+0%	$407.9K	$408.5K	+$645	2026-10-20
Xponance LLC	DECREASED	4,735	4,827	-92	-2%	$398.9K	$389.8K	-$9.0K	2026-11-03
Mutual of America Capital Management LLC	INCREASED	4,523	4,488	+35	+1%	$370.8K	$372.4K	+$1.5K	2026-10-23
NorthCrest Asset Manangement, LLC	DECREASED	4,460	4,553	-93	-2%	$381.8K	$365.0K	-$16.9K	2026-10-13
Soltis Investment Advisors LLC	NEW	4,236	—	+4,236	—	—	$348.7K	—	2026-10-28
Forvis Mazars Wealth Advisors, LLC	UNCHANGED	4,076	4,076	0	0%	$336.8K	$335.6K	-$1.2K	2026-10-13
Parallel Advisors, LLC	DECREASED	3,977	4,008	-31	-1%	$331.2K	$327.4K	-$3.8K	2026-11-03
Gamma Investing LLC	INCREASED	3,956	3,931	+25	+1%	$324.8K	$325.7K	+$878	2026-10-08
Pathway Financial Advisers, LLC	INCREASED	3,906	3,882	+24	+1%	$320.7K	$321.5K	+$796	2026-10-27
Freedom Day Solutions, LLC	UNCHANGED	3,800	3,800	0	0%	$314.0K	$312.9K	-$1.1K	2026-10-20
111 Capital	NEW	3,704	—	+3,704	—	—	$305.0K	—	2026-11-03
Nykredit A/S	UNCHANGED	3,659	3,659	0	0%	$302.3K	$301.2K	-$1.1K	2026-11-06
Praxis Investment Management Inc	UNCHANGED	3,640	3,640	0	0%	$301.0K	$300.0K	-$1.0K	2026-11-03
IFM Investors Pty Ltd	INCREASED	3,609	2,810	+799	+28%	$232.2K	$297.1K	+$64.9K	2026-10-14
Parcion Private Wealth LLC	INCREASED	3,593	3,267	+326	+10%	$270.0K	$295.8K	+$25.9K	2026-10-28
MQS Management LLC	NEW	3,541	—	+3,541	—	—	$291.5K	—	2026-11-06
Vista Investment Partners LLC	UNCHANGED	3,500	3,500	0	0%	$289.2K	$288.2K	-$1.1K	2026-10-08
Crossmark Global Holdings, Inc.	DECREASED	3,485	3,543	-58	-2%	$292.8K	$286.9K	-$5.8K	2026-10-21
Martin Capital Partners, LLC	DECREASED	3,469	3,520	-51	-1%	$290.9K	$285.6K	-$5.3K	2026-10-07
Blankinship & Foster, LLC	INCREASED	3,464	3,463	+1	+0%	$286.2K	$285.2K	-$956	2026-10-19
Nisa Investment Advisors, LLC	INCREASED	3,262	2,399	+863	+36%	$198.2K	$268.6K	+$70.3K	2026-10-20
Counterpoint Mutual Funds LLC	DECREASED	3,181	3,839	-658	-17%	$317.2K	$261.9K	-$55.3K	2026-10-16
Redmond Asset Management, LLC	UNCHANGED	3,150	3,150	0	0%	$260.3K	$259.3K	-$945	2026-10-27
Kestra Private Wealth Services, LLC	INCREASED	3,092	3,091	+1	+0%	$255.4K	$254.5K	-$901	2026-11-06
Evergreen Capital Management LLC	UNCHANGED	3,086	3,086	0	0%	$255.0K	$254.1K	-$926	2026-10-23
StoneX Group Inc.	NEW	3,078	—	+3,078	—	—	$261.4K	—	2026-11-03
Krilogy Financial LLC	DECREASED	3,049	3,558	-509	-14%	$294.0K	$252.6K	-$41.4K	2026-10-13
Compound Planning, Inc.	NEW	3,036	—	+3,036	—	—	$250.0K	—	2026-11-05
Amplius Wealth Advisors, LLC	UNCHANGED	3,018	3,018	0	0%	$249.4K	$248.5K	-$905	2026-10-20
Vision Capital Management, Inc.	UNCHANGED	2,921	2,921	0	0%	$241.4K	$240.5K	-$877	2026-10-20
Modera Wealth Management, LLC	UNCHANGED	2,895	2,895	0	0%	$239.2K	$238.3K	-$868	2026-10-28
Citizens Financial Group Inc	NEW	2,846	—	+2,846	—	—	$234.3K	—	2026-10-23
Chicago Partners Investment Group LLC	INCREASED	2,806	2,741	+65	+2%	$238.9K	$239.7K	+$812	2026-10-27
Procyon Advisors, LLC	NEW	2,710	—	+2,710	—	—	$223.1K	—	2026-10-21
Virginia Retirement Systems ET Al	UNCHANGED	2,600	2,600	0	0%	$214.8K	$214.1K	-$780	2026-10-28
MGO One Seven LLC	DECREASED	2,587	2,867	-280	-10%	$236.9K	$213.0K	-$23.9K	2026-10-28
Baker Avenue Asset Management, LP	INCREASED	2,503	2,457	+46	+2%	$203.0K	$206.1K	+$3.1K	2026-11-06
Abacus Wealth Partners, LLC	NEW	2,432	—	+2,432	—	—	$200.2K	—	2026-11-03
Coston, McIsaac & Partners	INCREASED	2,414	2,408	+6	+0%	$199.0K	$198.8K	-$209	2026-11-06
SBI Securities Co., Ltd.	INCREASED	2,304	2,276	+28	+1%	$188.1K	$189.7K	+$1.6K	2026-10-22
Adirondack Trust Co	UNCHANGED	2,000	2,000	0	0%	$165.3K	$164.7K	-$600	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	1,969	1,932	+37	+2%	$159.6K	$162.1K	+$2.5K	2026-11-04
Farmers & Merchants Investments Inc	INCREASED	1,551	1,537	+14	+1%	$127.0K	$127.7K	+$692	2026-10-22
Asset Planning,Inc	UNCHANGED	1,450	1,450	0	0%	$119.8K	$119.4K	-$435	2026-10-26
Gables Capital Management Inc.	UNCHANGED	1,250	1,250	0	0%	$103.3K	$102.9K	-$375	2026-11-04
DekaBank Deutsche Girozentrale	NEW	1,182	—	+1,182	—	—	$97.0K	—	2026-10-27
IFP Advisors, Inc	DECREASED	1,177	1,179	-2	0%	$97.4K	$96.9K	-$519	2026-10-16
Sterling Capital Management LLC	INCREASED	1,160	335	+825	+246%	$27.7K	$95.5K	+$67.8K	2026-10-22
Trust Co of Vermont	UNCHANGED	1,050	1,050	0	0%	$86.8K	$86.4K	-$315	2026-10-21
Caitong International Asset Management Co., Ltd	NEW	1,027	—	+1,027	—	—	$84.6K	—	2026-10-29
Essential Partners LLC	UNCHANGED	766	766	0	0%	$63.3K	$63.1K	-$230	2026-10-14
Signaturefd, LLC	INCREASED	707	576	+131	+23%	$47.6K	$58.2K	+$10.6K	2026-10-23
Plato Investment Management Ltd	INCREASED	693	624	+69	+11%	$51.3K	$57.3K	+$6.0K	2026-11-05
Pinnacle Wealth Planning Services, Inc.	INCREASED	645	640	+5	+1%	$52.9K	$53.1K	+$220	2026-10-27
Pension & Wealth Management Advisors, Inc.	UNCHANGED	604	604	0	0%	$49.9K	$49.7K	-$182	2026-10-16
True Wealth Design, LLC	UNCHANGED	451	451	0	0%	$37.3K	$37.1K	-$136	2026-10-13
Golden State Wealth Management, LLC	UNCHANGED	380	380	0	0%	$31.4K	$31.3K	-$114	2026-11-02
Armstrong Advisory Group, Inc	UNCHANGED	362	362	0	0%	$29.9K	$29.8K	-$109	2026-10-09
Covestor Ltd	DECREASED	357	774	-417	-54%	$64.0K	$29	-$64.0K	2026-10-30
Creative Financial Designs Inc	DECREASED	345	368	-23	-6%	$30.4K	$28.4K	-$2.0K	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	309	309	0	0%	$25.5K	$25.4K	-$93	2026-11-05
SJS Investment Consulting Inc.	INCREASED	297	202	+95	+47%	$16.7K	$24.5K	+$7.8K	2026-10-26
Root Financial Partners, LLC	NEW	294	—	+294	—	—	$24.2K	—	2026-10-21
UMB Bank, n.a.	INCREASED	258	256	+2	+1%	$21.2K	$21.2K	+$88	2026-11-06
Versant Capital Management, Inc	INCREASED	253	229	+24	+10%	$18.9K	$20.8K	+$1.9K	2026-10-02
Fortitude Family Office, LLC	INCREASED	250	60	+190	+317%	$5.0K	$20.6K	+$15.6K	2026-10-14
Salomon & Ludwin, LLC	UNCHANGED	219	219	0	0%	$18.3K	$18.0K	-$221	2026-10-29
Pflug Koory, LLC	UNCHANGED	201	201	0	0%	$16.6K	$16.5K	-$61	2026-10-26
Bayban	UNCHANGED	200	200	0	0%	$16.5K	$16.5K	$0	2026-11-05
Parkside Financial Bank & Trust	INCREASED	179	156	+23	+15%	$12.9K	$14.7K	+$1.8K	2026-10-27
Provenance Wealth Advisors, LLC	NEW	173	—	+173	—	—	$14.2K	—	2026-10-30
Buck Wealth Strategies, LLC	INCREASED	126	103	+23	+22%	$8.5K	$10.3K	+$1.9K	2026-10-28
Bare Financial Services, Inc	INCREASED	121	86	+35	+41%	$7.1K	$10.0K	+$2.9K	2026-11-04
Rothwell Investment Advisors, LLC	NEW	120	—	+120	—	—	$9.8K	—	2026-11-06
Redwood Park Advisors LLC	UNCHANGED	114	114	0	0%	$9.4K	$9.4K	+$24	2026-11-02
Costello Asset Management, Inc	NEW	100	—	+100	—	—	$8.2K	—	2026-10-30
Wilmington Savings Fund Society, FSB	UNCHANGED	100	100	0	0%	$8.3K	$8.2K	-$30	2026-10-23
Clearstead Advisors, LLC	DECREASED	84	106	-22	-21%	$8.8K	$6.9K	-$1.8K	2026-11-06
Natixis	UNCHANGED	84	84	0	0%	$6.9K	$6.9K	-$25	2026-11-06
High Note Wealth, LLC	DECREASED	71	77	-6	-8%	$6.4K	$5.8K	-$518	2026-10-27
MassMutual Private Wealth & Trust, FSB	UNCHANGED	60	60	0	0%	$5.0K	$4.9K	-$18	2026-10-05
TD Waterhouse Canada Inc.	UNCHANGED	50	50	0	0%	$4.2K	$4.1K	-$109	2026-10-16
Larson Financial Group LLC	INCREASED	47	39	+8	+21%	$3.2K	$3.9K	+$647	2026-11-05
Silver Grove Financial Group, Inc.	UNCHANGED	40	40	0	0%	$3.3K	$3.3K	-$11	2026-11-05
Ascentis Wealth Management, LLC	NEW	39	—	+39	—	—	$3.2K	—	2026-11-03
UMB Private Wealth Management, LLC	NEW	36	—	+36	—	—	$3.0K	—	2026-10-19
GK Wealth Management LLC	NEW	34	—	+34	—	—	$2.8K	—	2026-10-09
Assetmark, Inc	INCREASED	28	19	+9	+47%	$1.6K	$2.3K	+$735	2026-10-21
JFS Wealth Advisors, LLC	DECREASED	25	26	-1	-4%	$2.1K	$2.1K	-$90	2026-11-03
Trust Co	UNCHANGED	25	25	0	0%	$2.1K	$2.1K	-$7	2026-10-09
TD Private Client Wealth LLC	UNCHANGED	18	18	0	0%	$1.5K	$1.5K	-$5	2026-10-28
Physician Wealth Advisors, Inc.	UNCHANGED	18	18	0	0%	$1.5K	$1.5K	-$6	2026-10-20
Simplex Trading, LLC	DECREASED	16	5,981	-5,965	-100%	$494.2K	$1.3K	-$492.9K	2026-11-04
Private Wealth Management Group, LLC	UNCHANGED	14	14	0	0%	$1.2K	$1.2K	-$4	2026-10-19
Creative Capital Management Investments LLC	INCREASED	13	8	+5	+63%	$661	$1.1K	+$409	2026-10-28
Ascentis Independent Advisors	NEW	10	—	+10	—	—	$823	—	2026-11-03
Cassaday & Co Wealth Management LLC	UNCHANGED	10	10	0	0%	$827	$824	-$3	2026-10-27
Valley National Advisers Inc	NEW	7	—	+7	—	—	$577	—	2026-10-23
Gilpin Wealth Management, LLC	DECREASED	7	8	-1	-12%	$662	$577	-$85	2026-10-09
Bell Investment Advisors, Inc	UNCHANGED	7	7	0	0%	$579	$577	-$2	2026-10-29
Bay Harbor Wealth Management, LLC	UNCHANGED	7	7	0	0%	$578	$576	-$2	2026-11-03
Duff & Phelps Investment Management Co	DECREASED	6	49,571	-49,565	-100%	$4.1M	$494	-$4.1M	2026-11-06
First Horizon Corp	UNCHANGED	6	6	0	0%	$496	$494	-$2	2026-10-26
DiNuzzo Private Wealth, Inc.	UNCHANGED	6	6	0	0%	$496	$494	-$2	2026-10-16
Tradewinds Capital Management, LLC	NEW	5	—	+5	—	—	$412	—	2026-10-23
Manchester Capital Management LLC	UNCHANGED	5	5	0	0%	$414	$412	-$2	2026-10-22
Hughes Financial Services, LLC	UNCHANGED	5	5	0	0%	$413	$427	+$14	2026-10-30
Financial Consulate, Inc	NEW	2	—	+2	—	—	$165	—	2026-10-23
Davis Capital Management	UNCHANGED	2	2	0	0%	$165	$165	$0	2026-10-08
DecisionPoint Financial, LLC	UNCHANGED	1	1	0	0%	$84	$82	-$2	2026-10-27
First Citizens Bank & Trust Co	CLOSED	0	3,382	-3,382	-100%	$279.5K	$0	-$279.5K	2026-10-14
GW Henssler & Associates LTD	CLOSED	0	2,603	-2,603	-100%	$215.1K	$0	-$215.1K	2026-10-26
Bank Julius Baer & Co. Ltd, Zurich	CLOSED	0	1,588	-1,588	-100%	$131.2K	$0	-$131.2K	2026-10-29
AdvisorNet Financial, Inc	CLOSED	0	734	-734	-100%	$60.7K	$0	-$60.7K	2026-10-15
Salem Investment Counselors Inc	CLOSED	0	500	-500	-100%	$41.3K	$0	-$41.3K	2026-10-13
Institute for Wealth Management, Llc.	CLOSED	0	60	-60	-100%	$5.0K	$0	-$5.0K	2026-11-06
Evolution Wealth Management Inc.	CLOSED	0	39	-39	-100%	$3.2K	$0	-$3.2K	2026-10-28
Cornerstone Planning Group LLC	CLOSED	0	29	-29	-100%	$2.5K	$0	-$2.5K	2026-10-16
Wealth Enhancement Trust Services, Inc.	CLOSED	0	25	-25	-100%	$2.1K	$0	-$2.1K	2026-10-07
Plante Moran Financial Advisors, LLC	CLOSED	0	8	-8	-100%	$661	$0	-$661	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	7	-7	-100%	$0	$0	$0	2026-11-06
Fulcrum Asset Management LLP	CLOSED	0	6	-6	-100%	$497	$0	-$497	2026-11-04
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	7,294,548	-7,294,548	-100%	$602.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,524,229	-3,524,229	-100%	$291.2M	—	—	—
Neuberger Berman Group LLC	N/A	—	2,557,960	-2,557,960	-100%	$211.4M	—	—	—
State Street Corp	N/A	—	2,243,634	-2,243,634	-100%	$185.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,789,593	-1,789,593	-100%	$147.9M	—	—	—
AQR Capital Management LLC	N/A	—	919,629	-919,629	-100%	$76.0M	—	—	—
Morgan Stanley	N/A	—	904,551	-904,551	-100%	$74.7M	—	—	—
First Trust Advisors LP	N/A	—	778,435	-778,435	-100%	$64.3M	—	—	—
Invesco Ltd.	N/A	—	619,310	-619,310	-100%	$51.2M	—	—	—
Northern Trust Corp	N/A	—	482,466	-482,466	-100%	$39.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	478,996	-478,996	-100%	$39.6M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	470,985	-470,985	-100%	$38.9M	—	—	—
Two Sigma Investments, LP	N/A	—	287,237	-287,237	-100%	$23.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	275,392	-275,392	-100%	$22.8M	—	—	—
Nuveen, LLC	N/A	—	268,766	-268,766	-100%	$22.2M	—	—	—
JPMorgan Chase & Co	N/A	—	257,020	-257,020	-100%	$21.4M	—	—	—
Victory Capital Management Inc	N/A	—	252,207	-252,207	-100%	$20.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	238,467	-238,467	-100%	$19.7M	—	—	—
Legal & General Group Plc	N/A	—	228,364	-228,364	-100%	$18.9M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	186,116	-186,116	-100%	$15.4M	—	—	—
Kennedy Capital Management LLC	N/A	—	181,346	-181,346	-100%	$15.0M	—	—	—
Allianz Asset Management GmbH	N/A	—	178,394	-178,394	-100%	$14.7M	—	—	—
Bank of America Corp	N/A	—	155,842	-155,842	-100%	$12.9M	—	—	—
UBS Group AG	N/A	—	151,438	-151,438	-100%	$12.5M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	148,270	-148,270	-100%	$12.3M	—	—	—
Public Sector Pension Investment Board	N/A	—	134,687	-134,687	-100%	$11.1M	—	—	—
Millennium Management LLC	N/A	—	126,404	-126,404	-100%	$10.4M	—	—	—
Leith Wheeler Investment Counsel Ltd.	N/A	—	125,110	-125,110	-100%	$10.3M	—	—	—
HRT Financial LP	N/A	—	124,803	-124,803	-100%	$10.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	111,732	-111,732	-100%	$9.2M	—	—	—
Rhumbline Advisers	N/A	—	108,963	-108,963	-100%	$9.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	107,311	-107,311	-100%	$8.9M	—	—	—
IEQ Capital, LLC	N/A	—	101,674	-101,674	-100%	$8.4M	—	—	—
Canada Life Assurance Co	N/A	—	87,753	-87,753	-100%	$7.2M	—	—	—
Ameriprise Financial Inc	N/A	—	86,353	-86,353	-100%	$7.1M	—	—	—
Dean Investment Associates, LLC	N/A	—	84,780	-84,780	-100%	$7.0M	—	—	—
Meiji Yasuda Asset Management Co Ltd.	N/A	—	78,809	-78,809	-100%	$6.5M	—	—	—
Swiss National Bank	N/A	—	78,400	-78,400	-100%	$6.5M	—	—	—
American Century Companies Inc	N/A	—	76,619	-76,619	-100%	$6.3M	—	—	—
Wells Fargo & Company	N/A	—	69,290	-69,290	-100%	$5.7M	—	—	—
Martingale Asset Management L P	N/A	—	66,475	-66,475	-100%	$5.5M	—	—	—
Mariner, LLC	N/A	—	66,131	-66,131	-100%	$5.5M	—	—	—
Price T Rowe Associates Inc	N/A	—	65,028	-65,028	-100%	$5.4M	—	—	—
Dean Capital Management	N/A	—	61,578	-61,578	-100%	$5.1M	—	—	—
Raymond James Financial Inc	N/A	—	59,953	-59,953	-100%	$5.0M	—	—	—
Franklin Resources Inc	N/A	—	56,063	-56,063	-100%	$4.6M	—	—	—
Quantinno Capital Management LP	N/A	—	54,459	-54,459	-100%	$4.5M	—	—	—
Cetera Investment Advisers	N/A	—	54,026	-54,026	-100%	$4.5M	—	—	—
Marshall Wace, LLP	N/A	—	49,079	-49,079	-100%	$4.1M	—	—	—
Alliancebernstein L.P.	N/A	—	48,620	-48,620	-100%	$3.7M	—	—	—
Gabelli Funds LLC	N/A	—	47,000	-47,000	-100%	$3.9M	—	—	—
TD Asset Management Inc	N/A	—	46,400	-46,400	-100%	$3.8M	—	—	—
Prudential Financial Inc	N/A	—	44,984	-44,984	-100%	$3.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	44,913	-44,913	-100%	$3.7M	—	—	—
Cerity Partners LLC	N/A	—	44,351	-44,351	-100%	$3.7M	—	—	—
Bessemer Group Inc	N/A	—	43,361	-43,361	-100%	$3.6M	—	—	—
California State Teachers Retirement System	N/A	—	43,205	-43,205	-100%	$3.6M	—	—	—
Storebrand Asset Management AS	N/A	—	39,027	-39,027	-100%	$3.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	37,910	-37,910	-100%	$3.1M	—	—	—
Magellan Asset Management Ltd	N/A	—	36,743	-36,743	-100%	$3.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	35,011	-35,011	-100%	$2.9M	—	—	—
SG Americas Securities, LLC	N/A	—	34,045	-34,045	-100%	$2.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	33,433	-33,433	-100%	$2.8M	—	—	—
Royce & Associates LP	N/A	—	32,654	-32,654	-100%	$2.7M	—	—	—
Legato Capital Management LLC	N/A	—	32,111	-32,111	-100%	$2.7M	—	—	—
Bridgewater Associates, LP	N/A	—	30,311	-30,311	-100%	$2.5M	—	—	—
Citadel Advisors LLC	N/A	—	30,220	-30,220	-100%	$2.5M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	30,094	-30,094	-100%	$2.5M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	29,801	-29,801	-100%	$2.5M	—	—	—
CoreCommodity Management, LLC	N/A	—	28,177	-28,177	-100%	$2.3M	—	—	—
Ilex Capital Partners (UK) LLP	N/A	—	28,118	-28,118	-100%	$2.3M	—	—	—
Holocene Advisors, LP	N/A	—	27,619	-27,619	-100%	$2.3M	—	—	—
Algert Global LLC	N/A	—	26,870	-26,870	-100%	$2.2M	—	—	—
Advisors Asset Management, Inc.	N/A	—	26,316	-26,316	-100%	$2.2M	—	—	—
Macquarie Group LTD	N/A	—	25,352	-25,352	-100%	$2.1M	—	—	—
Captrust Financial Advisors	N/A	—	25,239	-25,239	-100%	$2.1M	—	—	—
Capital Fund Management S.A.	N/A	—	24,348	-24,348	-100%	$2.0M	—	—	—
MetLife Investment Management, LLC	N/A	—	23,215	-23,215	-100%	$1.9M	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	22,970	-22,970	-100%	$1.9M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	22,901	-22,901	-100%	$1.9M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	22,363	-22,363	-100%	$1.8M	—	—	—
Gotham Asset Management, LLC	N/A	—	22,176	-22,176	-100%	$1.8M	—	—	—
FMR LLC	N/A	—	21,566	-21,566	-100%	$1.8M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	20,646	-20,646	-100%	$1.7M	—	—	—
Aquatic Capital Management LLC	N/A	—	19,459	-19,459	-100%	$1.6M	—	—	—
Focus Partners Wealth	N/A	—	19,282	-19,282	-100%	$1.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	19,160	-19,160	-100%	$1.6M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	18,951	-18,951	-100%	$1.6M	—	—	—
Engineers Gate Manager LP	N/A	—	18,133	-18,133	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	18,123	-18,123	-100%	$1.5M	—	—	—
HighTower Advisors, LLC	N/A	—	17,847	-17,847	-100%	$1.5M	—	—	—
NFJ Investment Group, LLC	N/A	—	17,740	-17,740	-100%	$1.5M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	16,900	-16,900	-100%	$1.4M	—	—	—
Van Eck Associates Corp	N/A	—	16,593	-16,593	-100%	$1.4M	—	—	—
Jupiter Topco LLC	N/A	—	16,496	-16,496	-100%	$1.4M	—	—	—
Bank of Montreal	N/A	—	15,577	-15,577	-100%	$1.3M	—	—	—
Trexquant Investment LP	N/A	—	15,516	-15,516	-100%	$1.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	14,910	-14,910	-100%	$1.2M	—	—	—
Horizon Investments, LLC	N/A	—	14,848	-14,848	-100%	$1.2M	—	—	—
Handelsbanken Fonder AB	N/A	—	14,800	-14,800	-100%	$1.2M	—	—	—
SEI Investments Co	N/A	—	14,708	-14,708	-100%	$1.2M	—	—	—
Renaissance Technologies LLC	N/A	—	14,700	-14,700	-100%	$1.2M	—	—	—
New York State Common Retirement Fund	N/A	—	14,113	-14,113	-100%	$1.2M	—	—	—
CSM Advisors, LLC	N/A	—	13,613	-13,613	-100%	$1.1M	—	—	—
Quadrature Capital Ltd	N/A	—	13,212	-13,212	-100%	$1.1M	—	—	—
Hunter Perkins Capital Management, LLC	N/A	—	12,958	-12,958	-100%	$1.1M	—	—	—
Diametric Capital, LP	N/A	—	12,933	-12,933	-100%	$1.1M	—	—	—
Man Group plc	N/A	—	12,622	-12,622	-100%	$1.0M	—	—	—
Royal Bank of Canada	N/A	—	12,079	-12,079	-100%	$998.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	11,776	-11,776	-100%	$973.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,557	-11,557	-100%	$955.1K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	10,853	-10,853	-100%	$896.8K	—	—	—
Blackhill Capital Inc	N/A	—	10,800	-10,800	-100%	$892.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	10,474	-10,474	-100%	$865.5K	—	—	—
Acadian Asset Management LLC	N/A	—	10,325	-10,325	-100%	$851.0K	—	—	—
HSBC Holdings PLC	N/A	—	10,279	-10,279	-100%	$856.6K	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	10,119	-10,119	-100%	$836.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	9,880	-9,880	-100%	$816.4K	—	—	—
Cullen Capital Management, LLC	N/A	—	9,878	-9,878	-100%	$816.2K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	9,613	-9,613	-100%	$795.0K	—	—	—
Tidal Investments LLC	N/A	—	9,508	-9,508	-100%	$785.6K	—	—	—
Arax Advisory Partners	N/A	—	9,388	-9,388	-100%	$775.7K	—	—	—
Odyssean, LLC	N/A	—	8,235	-8,235	-100%	$680.5K	—	—	—
Stifel Financial Corp	N/A	—	8,075	-8,075	-100%	$667.3K	—	—	—
Kennondale Capital Management LLC	N/A	—	7,912	-7,912	-100%	$653.8K	—	—	—
Intech Investment Management LLC	N/A	—	7,558	-7,558	-100%	$624.5K	—	—	—
Voya Investment Management LLC	N/A	—	7,375	-7,375	-100%	$609.4K	—	—	—
Freestone Grove Partners LP	N/A	—	7,371	-7,371	-100%	$609.1K	—	—	—
Baird Financial Group, Inc.	N/A	—	7,258	-7,258	-100%	$599.7K	—	—	—
King Wealth Management Group	N/A	—	7,000	-7,000	-100%	$578.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	6,948	-6,948	-100%	$574.1K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	6,872	-6,872	-100%	$567.8K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	6,714	-6,714	-100%	$554.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	6,702	-6,702	-100%	$553.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	6,664	-6,664	-100%	$550.6K	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	6,400	-6,400	-100%	$528.8K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	6,190	-6,190	-100%	$511.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,102	-6,102	-100%	$503.9K	—	—	—
Financial Advisors Network, Inc.	N/A	—	6,006	-6,006	-100%	$496.3K	—	—	—
Canada Pension Plan Investment Board	N/A	—	5,900	-5,900	-100%	$487.5K	—	—	—
Waverly Advisors, LLC	N/A	—	5,844	-5,844	-100%	$482.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	5,784	-5,784	-100%	$478.0K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	5,775	-5,775	-100%	$477.2K	—	—	—
Nordea Investment Management AB	N/A	—	5,676	-5,676	-100%	$469.2K	—	—	—
Virtus Advisers, LLC	N/A	—	5,457	-5,457	-100%	$450.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	5,429	-5,429	-100%	$448.6K	—	—	—
GSA Capital Partners LLP	N/A	—	5,329	-5,329	-100%	$440.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	5,238	-5,238	-100%	$432.8K	—	—	—
Pallas Capital Advisors LLC	N/A	—	5,104	-5,104	-100%	$421.7K	—	—	—
Catalyst Funds Management Pty Ltd	N/A	—	4,914	-4,914	-100%	$406.0K	—	—	—
Blair William & Co	N/A	—	4,871	-4,871	-100%	$402.5K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,818	-4,818	-100%	$398.1K	—	—	—
WorthPointe, LLC	N/A	—	4,679	-4,679	-100%	$386.6K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	4,471	-4,471	-100%	$369.0K	—	—	—
MAI Capital Management	N/A	—	3,966	-3,966	-100%	$327.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	3,881	-3,881	-100%	$320.7K	—	—	—
Curi Capital, LLC	N/A	—	3,783	-3,783	-100%	$312.6K	—	—	—
Glenmede Trust Co NA	N/A	—	3,651	-3,651	-100%	$301.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,624	-3,624	-100%	$299.5K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	3,611	-3,611	-100%	$298.3K	—	—	—
Graham Capital Management, L.P.	N/A	—	3,584	-3,584	-100%	$296.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	3,583	-3,583	-100%	$296.1K	—	—	—
Meeder Advisory Services, Inc.	N/A	—	3,497	-3,497	-100%	$289.0K	—	—	—
Ingalls & Snyder LLC	N/A	—	3,485	-3,485	-100%	$288.0K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	3,456	-3,456	-100%	$285.6K	—	—	—
Rodgers Brothers Inc.	N/A	—	3,350	-3,350	-100%	$276.8K	—	—	—
Quantbot Technologies LP	N/A	—	3,287	-3,287	-100%	$271.6K	—	—	—
Wealthfront Advisers LLC	N/A	—	3,285	-3,285	-100%	$271.4K	—	—	—
Horizon Investment Services, LLC	N/A	—	3,277	-3,277	-100%	$270.8K	—	—	—
Fieldview Capital Management, LLC	N/A	—	3,244	-3,244	-100%	$268.1K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	3,239	-3,239	-100%	$267.6K	—	—	—
Bull Harbor Capital LLC	N/A	—	3,219	-3,219	-100%	$266.0K	—	—	—
DRW Securities, LLC	N/A	—	3,218	-3,218	-100%	$265.9K	—	—	—
Stonebridge Capital Advisors LLC	N/A	—	3,200	-3,200	-100%	$264.4K	—	—	—
Private Advisor Group, LLC	N/A	—	3,160	-3,160	-100%	$261.1K	—	—	—
Mirabella Financial Services LLP	N/A	—	3,144	-3,144	-100%	$259.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,136	-3,136	-100%	$259.1K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	3,008	-3,008	-100%	$248.6K	—	—	—
SlateStone Wealth, LLC	N/A	—	3,000	-3,000	-100%	$248.0K	—	—	—
Waddell & Associates, LLC	N/A	—	2,965	-2,965	-100%	$245.0K	—	—	—
Zacks Investment Management	N/A	—	2,885	-2,885	-100%	$238.4K	—	—	—
Aigen Investment Management, LP	N/A	—	2,862	-2,862	-100%	$236.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,788	-2,788	-100%	$230.4K	—	—	—
M&T Bank Corp	N/A	—	2,771	-2,771	-100%	$228.5K	—	—	—
Jain Global LLC	N/A	—	2,734	-2,734	-100%	$225.9K	—	—	—
Essex Financial Services, Inc.	N/A	—	2,598	-2,598	-100%	$214.7K	—	—	—
Pathstone Holdings, LLC	N/A	—	2,563	-2,563	-100%	$211.8K	—	—	—
Modern Wealth Management, LLC	N/A	—	2,504	-2,504	-100%	$206.9K	—	—	—
MML Investors Services, LLC	N/A	—	2,441	-2,441	-100%	$201.7K	—	—	—
WFA of San Diego, LLC	N/A	—	2,411	-2,411	-100%	$213.9K	—	—	—
Meeder Asset Management Inc	N/A	—	2,038	-2,038	-100%	$168.4K	—	—	—
Front Row Advisors LLC	N/A	—	2,000	-2,000	-100%	$175.1K	—	—	—
Walleye Capital LLC	N/A	—	1,842	-1,842	-100%	$152.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,728	-1,728	-100%	$142.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,471	-1,471	-100%	$121.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,380	-1,380	-100%	$114.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,334	-1,334	-100%	$110.3K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	1,094	-1,094	-100%	$90.4K	—	—	—
IFG Advisory, LLC	N/A	—	877	-877	-100%	$72.5K	—	—	—
Ameriflex Group, Inc.	N/A	—	824	-824	-100%	$68.1K	—	—	—
Hantz Financial Services, Inc.	N/A	—	778	-778	-100%	$64.0K	—	—	—
Persistent Asset Partners Ltd	N/A	—	757	-757	-100%	$62.6K	—	—	—
Continuum Advisory, LLC	N/A	—	741	-741	-100%	$61.2K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	705	-705	-100%	$58.3K	—	—	—
Rothschild Investment LLC	N/A	—	666	-666	-100%	$55.0K	—	—	—
Federated Hermes, Inc.	N/A	—	659	-659	-100%	$54.5K	—	—	—
Whittier Trust Co	N/A	—	611	-611	-100%	$50.8K	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	600	-600	-100%	$49.6K	—	—	—
Anchor Investment Management, LLC	N/A	—	508	-508	-100%	$41.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	430	-430	-100%	$35.5K	—	—	—
Harbour Investments, Inc.	N/A	—	414	-414	-100%	$34.2K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	405	-405	-100%	$33.5K	—	—	—
Tiaa Wealth Investment Management LLC	N/A	—	349	-349	-100%	$28.8K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	294	-294	-100%	$24.3K	—	—	—
Danske Bank A/S	N/A	—	200	-200	-100%	$16.5K	—	—	—
Swan Capital LLC	N/A	—	150	-150	-100%	$12.4K	—	—	—
Quent Capital, LLC	N/A	—	140	-140	-100%	$11.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	111	-111	-100%	$9.2K	—	—	—
BFC Planning, Inc.	N/A	—	111	-111	-100%	$9.2K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	44	-44	-100%	$3.6K	—	—	—
JPL Wealth Management, LLC	N/A	—	44	-44	-100%	$3.6K	—	—	—
CVA Family Office, LLC	N/A	—	43	-43	-100%	$3.6K	—	—	—
Truvestments Capital LLC	N/A	—	38	-38	-100%	$3.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	38	-38	-100%	$3.1K	—	—	—
Huntington National Bank	N/A	—	36	-36	-100%	$3.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	33	-33	-100%	$2.6K	—	—	—
LRI Investments, LLC	N/A	—	33	-33	-100%	$2.7K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	22	-22	-100%	$1.8K	—	—	—
Cornerstone Financial Management LLC	N/A	—	19	-19	-100%	$1.6K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	19	-19	-100%	$1.6K	—	—	—
Sankala Group LLC	N/A	—	15	-15	-100%	$1.3K	—	—	—
Quarry LP	N/A	—	11	-11	-100%	$909	—	—	—
Kilter Group LLC	N/A	—	10	-10	-100%	$827	—	—	—
HFM Investment Advisors, LLC	N/A	—	7	-7	-100%	$579	—	—	—
Prestige Wealth Management Group LLC	N/A	—	7	-7	-100%	$579	—	—	—
Investors Portfolio Services LLC	N/A	—	5	-5	-100%	$413	—	—	—
Caitlin John, LLC	N/A	—	4	-4	-100%	$331	—	—	—
Ankerstar Wealth, LLC	N/A	—	4	-4	-100%	$331	—	—	—
Rialto Wealth Management, LLC	N/A	—	3	-3	-100%	$248	—	—	—
Financial Gravity Companies, Inc.	N/A	—	2	-2	-100%	$165	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$83	—	—	—

Showing 438 of 438 institutions