Appfolio Inc (APPF)

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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Principal Financial Group Inc

DECREASED

Shares1,376,573 from 1,605,135

Change-228,562 (-14%)

Value$276.0M (+$18.6M)

Filed 2026-11-02

William Blair Investment Management, LLC

INCREASED

Shares836,167 from 721,826

Change+114,341 (+16%)

Value$167.7M (+$51.9M)

Filed 2026-11-06

Geode Capital Management, LLC

DECREASED

Shares497,125 from 509,837

Change-12,712 (-2%)

Value$99.7M (+$17.9M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares330,403 from 321,989

Change+8,414 (+3%)

Value$66.2M (+$14.6M)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares150,032 from 146,702

Change+3,330 (+2%)

Value$30.1M (+$6.6M)

Filed 2026-11-05

Fiera Capital Corp

INCREASED

Shares127,840 from 126,117

Change+1,723 (+1%)

Value$25.6M (+$5.4M)

Filed 2026-11-06

Brown Capital Management LLC

UNCHANGED

Shares99,549 from 99,549

Change0 (0%)

Value$20.0M (+$4.0M)

Filed 2026-10-27

Zevenbergen Capital Investments LLC

UNCHANGED

Shares57,300 from 57,300

Change0 (0%)

Value$11.5M (+$2.3M)

Filed 2026-10-08

Eulav Asset Management

UNCHANGED

Shares55,460 from 55,460

Change0 (0%)

Value$11.1M (+$2.2M)

Filed 2026-10-23

Riverbridge Partners LLC

INCREASED

Shares54,386 from 50,837

Change+3,549 (+7%)

Value$10.9M (+$2.8M)

Filed 2026-11-05

Granite Investment Partners, LLC

DECREASED

Shares45,692 from 47,738

Change-2,046 (-4%)

Value$9.2M (+$1.5M)

Filed 2026-11-04

Mission Wealth Management, LP

INCREASED

Shares42,113 from 14,067

Change+28,046 (+199%)

Value$8.4M (+$6.2M)

Filed 2026-10-15

Ranger Investment Management, L.P.

DECREASED

Shares39,297 from 56,689

Change-17,392 (-31%)

Value$7.9M (-$1.2M)

Filed 2026-11-06

TenCore Partners, LP

DECREASED

Shares37,240 from 88,270

Change-51,030 (-58%)

Value$7.5M (-$6.7M)

Filed 2026-11-05

Creative Planning

DECREASED

Shares36,639 from 40,300

Change-3,661 (-9%)

Value$7.3M (+$884.7K)

Filed 2026-11-02

Russell Investments Group, Ltd.

DECREASED

Shares32,812 from 43,792

Change-10,980 (-25%)

Value$6.6M (-$442.5K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares32,321 from 8,611

Change+23,710 (+275%)

Value$6.5M (+$5.1M)

Filed 2026-11-06

Baker Avenue Asset Management, LP

DECREASED

Shares27,267 from 27,360

Change-93 (0%)

Value$5.5M (+$1.1M)

Filed 2026-11-06

Retirement Systems of Alabama

DECREASED

Shares24,844 from 24,854

Change-10 (0%)

Value$5.0M (+$996.4K)

Filed 2026-11-04

Davidson Kahn Capital Management, LLC

DECREASED

Shares17,700 from 18,930

Change-1,230 (-6%)

Value$3.5M (+$513.8K)

Filed 2026-10-26

Alamar Capital Management, LLC

DECREASED

Shares17,510 from 17,950

Change-440 (-2%)

Value$3.5M (+$632.8K)

Filed 2026-11-02

Channel Wealth LLC

DECREASED

Shares16,182 from 16,486

Change-304 (-2%)

Value$3.2M (+$601.3K)

Filed 2026-11-06

Virginia Retirement Systems ET Al

DECREASED

Shares15,231 from 18,731

Change-3,500 (-19%)

Value$3.1M (+$50.6K)

Filed 2026-10-28

Assenagon Asset Management S.A.

DECREASED

Shares14,206 from 19,303

Change-5,097 (-26%)

Value$2.8M (-$246.6K)

Filed 2026-10-15

AGF Management LTD

DECREASED

Shares13,032 from 17,794

Change-4,762 (-27%)

Value$2.6M (-$240.1K)

Filed 2026-11-03

Alternative Investment Advisors, Llc.

DECREASED

Shares12,657 from 13,011

Change-354 (-3%)

Value$2.5M (+$451.7K)

Filed 2026-11-03

Parnassus Investments, LLC

INCREASED

Shares12,034 from 11,526

Change+508 (+4%)

Value$2.4M (+$564.9K)

Filed 2026-10-22

LPL Financial LLC

INCREASED

Shares12,014 from 11,117

Change+897 (+8%)

Value$2.4M (+$626.4K)

Filed 2026-11-06

Isthmus Partners, LLC

DECREASED

Shares11,936 from 11,995

Change-59 (0%)

Value$2.4M (+$470.0K)

Filed 2026-10-21

Amalgamated Bank

INCREASED

Shares11,522 from 11,434

Change+88 (+1%)

Value$2.3M (+$477.0K)

Filed 2026-10-23

Illinois Municipal Retirement Fund

INCREASED

Shares9,168 from 9,105

Change+63 (+1%)

Value$1.8M (+$378.4K)

Filed 2026-11-05

Mutual of America Capital Management LLC

DECREASED

Shares8,774 from 8,915

Change-141 (-2%)

Value$1.8M (+$329.8K)

Filed 2026-10-23

Thrivent Financial for Lutherans

DECREASED

Shares8,536 from 8,594

Change-58 (-1%)

Value$1.7M (+$334.0K)

Filed 2026-11-05

Bokf, NA

DECREASED

Shares8,305 from 8,723

Change-418 (-5%)

Value$1.7M (+$266.6K)

Filed 2026-10-27

Three Seasons Wealth, LLC

INCREASED

Shares7,970 from 3,138

Change+4,832 (+154%)

Value$1.6M (+$1.1M)

Filed 2026-11-03

State of New Jersey Common Pension Fund D

DECREASED

Shares7,925 from 8,549

Change-624 (-7%)

Value$1.6M (+$218.3K)

Filed 2026-11-05

New York State Teachers Retirement System

INCREASED

Shares7,560 from 7,457

Change+103 (+1%)

Value$1.5M (+$320.0K)

Filed 2026-10-22

Louisiana State Employees Retirement System

INCREASED

Shares7,200 from 7,000

Change+200 (+3%)

Value$1.4M (+$321.3K)

Filed 2026-10-20

Fifth Third Bancorp

DECREASED

Shares6,700 from 7,486

Change-786 (-10%)

Value$1.3M (+$143.1K)

Filed 2026-11-05

LVZ, Inc.

INCREASED

Shares6,573 from 6,193

Change+380 (+6%)

Value$1.3M (+$325.0K)

Filed 2026-10-20

Arizona State Retirement System

INCREASED

Shares6,432 from 6,379

Change+53 (+1%)

Value$1.3M (+$266.9K)

Filed 2026-11-03

Yousif Capital Management, LLC

DECREASED

Shares6,226 from 6,599

Change-373 (-6%)

Value$1.2M (+$190.3K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

INCREASED

Shares6,028 from 3,597

Change+2,431 (+68%)

Value$1.2M (+$632.0K)

Filed 2026-11-06

Evanson Financial, LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$1.2M (+$241.0K)

Filed 2026-10-23

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares5,749 from 5,753

Change-4 (0%)

Value$1.2M (+$230.3K)

Filed 2026-11-03

State of Michigan Retirement System

INCREASED

Shares5,700 from 5,600

Change+100 (+2%)

Value$1.1M (+$245.0K)

Filed 2026-10-27

Fulcrum Asset Management LLP

NEW

Shares5,688

Change+5,688

Value$1.1M

Filed 2026-11-04

Assetmark, Inc

INCREASED

Shares5,502 from 5,464

Change+38 (+1%)

Value$1.1M (+$227.1K)

Filed 2026-10-21

Daiwa Securities Group Inc.

DECREASED

Shares5,460 from 6,129

Change-669 (-11%)

Value$1.1M (+$112.1K)

Filed 2026-10-29

Truist Financial Corp

INCREASED

Shares5,429 from 5,252

Change+177 (+3%)

Value$1.1M (+$246.5K)

Filed 2026-10-30

Integrity Alliance, Llc.

NEW

Shares5,404

Change+5,404

Value$1.1M

Filed 2026-10-29

Xponance LLC

DECREASED

Shares5,373 from 5,435

Change-62 (-1%)

Value$1.1M (+$205.9K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares4,990 from 5,026

Change-36 (-1%)

Value$1.0M (+$194.7K)

Filed 2026-10-30

Citigroup Inc

DECREASED

Shares4,942 from 7,748

Change-2,806 (-36%)

Value$991.0K (-$251.4K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,879 from 4,809

Change+70 (+1%)

Value$182.6K (+$30.8K)

Filed 2026-10-13

Atria Investments, Inc

INCREASED

Shares4,724 from 3,503

Change+1,221 (+35%)

Value$947.3K (+$385.6K)

Filed 2026-10-15

Oppenheimer Asset Management Inc.

DECREASED

Shares4,519 from 4,565

Change-46 (-1%)

Value$906.2K (+$174.2K)

Filed 2026-10-27

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares4,385 from 4,233

Change+152 (+4%)

Value$879.3K (+$200.5K)

Filed 2026-10-16

Deutsche Bank Ag\

INCREASED

Shares4,321 from 3,437

Change+884 (+26%)

Value$866.4K (+$315.3K)

Filed 2026-11-06

State of Alaska, Department of Revenue

DECREASED

Shares4,290 from 5,450

Change-1,160 (-21%)

Value$860.0K (-$12.0K)

Filed 2026-10-15

New Mexico Educational Retirement Board

UNCHANGED

Shares4,200 from 4,200

Change0 (0%)

Value$842.0K (+$169.0K)

Filed 2026-11-05

ABN Amro Investment Solutions

INCREASED

Shares4,191 from 3,930

Change+261 (+7%)

Value$840.4K (+$210.2K)

Filed 2026-10-21

AMI Asset Management Corp

INCREASED

Shares4,057 from 3,963

Change+94 (+2%)

Value$813.5K (+$178.0K)

Filed 2026-10-20

Kestra Investment Management, LLC

INCREASED

Shares4,023 from 1,719

Change+2,304 (+134%)

Value$806.7K (+$531.1K)

Filed 2026-11-04

NorthCrest Asset Manangement, LLC

INCREASED

Shares3,954 from 3,950

Change+4 (+0%)

Value$780.7K (+$88.2K)

Filed 2026-10-13

KCM Investment Advisors LLC

UNCHANGED

Shares3,716 from 3,716

Change0 (0%)

Value$745.1K (+$149.3K)

Filed 2026-10-27

Pictet Asset Management Holding SA

UNCHANGED

Shares3,613 from 3,613

Change0 (0%)

Value$724.5K (+$145.1K)

Filed 2026-11-03

Quadrant Capital Group LLC

DECREASED

Shares3,459 from 3,600

Change-141 (-4%)

Value$688.4K (+$111.2K)

Filed 2026-10-20

First Citizens Bank & Trust Co

DECREASED

Shares3,378 from 9,203

Change-5,825 (-63%)

Value$677.4K (-$798.3K)

Filed 2026-10-14

OP Asset Management Ltd

UNCHANGED

Shares3,327 from 3,327

Change0 (0%)

Value$667.1K (+$133.6K)

Filed 2026-11-05

US Bancorp \de\

DECREASED

Shares3,200 from 3,723

Change-523 (-14%)

Value$641.7K (+$44.7K)

Filed 2026-11-05

Amundi

INCREASED

Shares2,674 from 2,017

Change+657 (+33%)

Value$536.2K (+$212.8K)

Filed 2026-11-06

Resonant Capital Advisors, LLC

INCREASED

Shares2,605 from 2,582

Change+23 (+1%)

Value$522.4K (+$108.3K)

Filed 2026-10-15

Kestra Advisory Services, LLC

NEW

Shares2,602

Change+2,602

Value$521.8K

Filed 2026-11-02

Swiss Life Asset Management Ltd

DECREASED

Shares2,596 from 2,887

Change-291 (-10%)

Value$520.6K (+$57.6K)

Filed 2026-11-03

Highland Capital Management, LLC

NEW

Shares2,552

Change+2,552

Value$511.7K

Filed 2026-10-26

Jackson Creek Investment Advisors LLC

DECREASED

Shares2,445 from 4,585

Change-2,140 (-47%)

Value$490.0K (+$489.2K)

Filed 2026-11-04

Vise Technologies, Inc.

INCREASED

Shares2,292 from 1,265

Change+1,027 (+81%)

Value$459.6K (+$256.8K)

Filed 2026-10-29

Diversify Advisory Services, LLC

DECREASED

Shares2,102 from 2,140

Change-38 (-2%)

Value$459.5K (+$98.4K)

Filed 2026-10-20

Diversify Wealth Management, LLC

DECREASED

Shares2,102 from 2,140

Change-38 (-2%)

Value$459.5K (+$98.4K)

Filed 2026-10-20

Chemistry Wealth Management LLC

INCREASED

Shares2,074 from 1,879

Change+195 (+10%)

Value$415.9K (+$114.6K)

Filed 2026-10-16

Inspire Investing, LLC

DECREASED

Shares1,919 from 4,450

Change-2,531 (-57%)

Value$384.8K (-$328.8K)

Filed 2026-10-22

Securian Asset Management, Inc

UNCHANGED

Shares1,794 from 1,794

Change0 (0%)

Value$359.7K (+$37.3K)

Filed 2026-11-06

First Bank & Trust

INCREASED

Shares1,790 from 1,628

Change+162 (+10%)

Value$358.9K (+$97.9K)

Filed 2026-10-19

Seven Mile Advisory

INCREASED

Shares1,666 from 1,612

Change+54 (+3%)

Value$334.1K (+$75.6K)

Filed 2026-10-22

Linden Thomas Advisory Services, LLC

DECREASED

Shares1,586 from 1,613

Change-27 (-2%)

Value$318.0K (+$59.4K)

Filed 2026-10-19

Ethic Inc.

NEW

Shares1,550

Change+1,550

Value$310.8K

Filed 2026-11-03

Zions Bancorporation, National Association

DECREASED

Shares1,537 from 2,170

Change-633 (-29%)

Value$308.2K (-$39.8K)

Filed 2026-11-06

DekaBank Deutsche Girozentrale

DECREASED

Shares1,455 from 1,523

Change-68 (-4%)

Value$292.0K (+$291.8K)

Filed 2026-10-27

Maryland State Retirement & Pension System

NEW

Shares1,350

Change+1,350

Value$270.7K

Filed 2026-11-05

Inscription Capital, LLC

DECREASED

Shares1,289 from 1,765

Change-476 (-27%)

Value$258.5K (-$24.5K)

Filed 2026-11-02

Mach-1 Financial Group, LLC

NEW

Shares1,224

Change+1,224

Value$245.4K

Filed 2026-11-06

Cullinan Associates Inc

NEW

Shares1,200

Change+1,200

Value$240.6K

Filed 2026-11-03

Somerset Trust Co

NEW

Shares1,194

Change+1,194

Value$239.4K

Filed 2026-10-13

Gamma Investing LLC

INCREASED

Shares1,194 from 834

Change+360 (+43%)

Value$239.4K (+$105.7K)

Filed 2026-10-08

Motley Fool Asset Management LLC

NEW

Shares1,188

Change+1,188

Value$238.2K

Filed 2026-10-27

Birch Financial Group, LLC

DECREASED

Shares1,177 from 1,326

Change-149 (-11%)

Value$236.0K (+$23.4K)

Filed 2026-10-27

Nykredit A/S

UNCHANGED

Shares1,168 from 1,168

Change0 (0%)

Value$234.2K (+$46.9K)

Filed 2026-11-06

Elevation Point Wealth Partners, LLC

DECREASED

Shares1,150 from 1,252

Change-102 (-8%)

Value$230.6K (+$29.8K)

Filed 2026-11-05

Crossmark Global Holdings, Inc.

NEW

Shares1,133

Change+1,133

Value$227.2K

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares1,127 from 1,430

Change-303 (-21%)

Value$226.0K (-$3.3K)

Filed 2026-11-02

Steel Grove Capital Advisors, LLC

NEW

Shares1,073

Change+1,073

Value$215.2K

Filed 2026-10-13

Praxis Investment Management Inc

NEW

Shares1,048

Change+1,048

Value$210.0K

Filed 2026-11-03

MQS Management LLC

NEW

Shares1,037

Change+1,037

Value$207.9K

Filed 2026-11-06

ProShare Advisors LLC

NEW

Shares1,007

Change+1,007

Value$201.9K

Filed 2026-10-29

SteelPeak Wealth, LLC

NEW

Shares1,000

Change+1,000

Value$200.5K

Filed 2026-10-16

Strs Ohio

INCREASED

Shares938 from 904

Change+34 (+4%)

Value$188.1K (+$43.1K)

Filed 2026-10-30

Parallel Advisors, LLC

INCREASED

Shares854 from 787

Change+67 (+9%)

Value$171.2K (+$45.0K)

Filed 2026-11-03

KBC Group NV

INCREASED

Shares836 from 579

Change+257 (+44%)

Value$168.0K (+$75.0K)

Filed 2026-10-22

Covestor Ltd

INCREASED

Shares627 from 533

Change+94 (+18%)

Value$126.0K (+$41.0K)

Filed 2026-10-30

IFP Advisors, Inc

DECREASED

Shares624 from 625

Change-1 (0%)

Value$125.1K (+$24.9K)

Filed 2026-10-16

Signaturefd, LLC

INCREASED

Shares612 from 468

Change+144 (+31%)

Value$122.7K (+$47.7K)

Filed 2026-10-23

Versant Capital Management, Inc

INCREASED

Shares536 from 452

Change+84 (+19%)

Value$107.5K (+$35.0K)

Filed 2026-10-02

Nisa Investment Advisors, LLC

DECREASED

Shares441 from 456

Change-15 (-3%)

Value$88.4K (+$15.3K)

Filed 2026-10-20

Exchange Traded Concepts, LLC

DECREASED

Shares422 from 473

Change-51 (-11%)

Value$84.6K (+$8.8K)

Filed 2026-10-28

UMB Bank, n.a.

DECREASED

Shares405 from 411

Change-6 (-1%)

Value$81.2K (+$15.3K)

Filed 2026-11-06

Allworth Financial LP

INCREASED

Shares374 from 184

Change+190 (+103%)

Value$60.0K (+$30.5K)

Filed 2026-11-06

Reyes Financial Architecture, Inc.

INCREASED

Shares320 from 297

Change+23 (+8%)

Value$64.2K (+$16.5K)

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares273 from 313

Change-40 (-13%)

Value$54.7K (+$4.6K)

Filed 2026-10-08

Hilton Head Capital Partners, LLC

NEW

Shares200

Change+200

Value$40.1K

Filed 2026-10-23

Summit Securities Group LLC

NEW

Shares170

Change+170

Value$34.1K

Filed 2026-11-05

Leonteq Securities AG

INCREASED

Shares154 from 150

Change+4 (+3%)

Value$30.9K (+$6.8K)

Filed 2026-10-29

Blue Trust, Inc.

DECREASED

Shares145 from 423

Change-278 (-66%)

Value$29.1K (-$38.8K)

Filed 2026-10-15

Bell Investment Advisors, Inc

INCREASED

Shares132 from 94

Change+38 (+40%)

Value$26.5K (+$11.4K)

Filed 2026-10-29

Parkside Financial Bank & Trust

INCREASED

Shares127 from 78

Change+49 (+63%)

Value$25.5K (+$13.0K)

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares125 from 123

Change+2 (+2%)

Value$25.1K (+$5.3K)

Filed 2026-10-05

Private Trust Co NA

INCREASED

Shares91 from 87

Change+4 (+5%)

Value$18.2K (+$4.3K)

Filed 2026-10-20

First Horizon Corp

DECREASED

Shares83 from 92

Change-9 (-10%)

Value$16.6K (+$1.9K)

Filed 2026-10-26

Natixis

NEW

Shares81

Change+81

Value$16.2K

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares69

Change+69

Value$13.8K

Filed 2026-10-21

Bayforest Capital Ltd

INCREASED

Shares65 from 58

Change+7 (+12%)

Value$13.0K (+$3.7K)

Filed 2026-11-03

Eurizon Capital SGR S.p.A.

DECREASED

Shares60 from 195

Change-135 (-69%)

Value$11.8K (-$18.8K)

Filed 2026-11-06

Mather Group, Llc.

INCREASED

Shares60 from 2

Change+58 (+2900%)

Value$12.0K (+$11.7K)

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$11.6K (+$2.3K)

Filed 2026-10-27

First Command Advisory Services, Inc.

INCREASED

Shares56 from 43

Change+13 (+30%)

Value$11.2K (+$4.3K)

Filed 2026-11-05

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$11.2K (+$2.2K)

Filed 2026-11-05

Sterling Capital Management LLC

DECREASED

Shares52 from 151

Change-99 (-66%)

Value$10.4K (-$13.8K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares50 from 37

Change+13 (+35%)

Value$10.0K (+$4.1K)

Filed 2026-11-04

Wolff Wiese Magana LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$8.4K (+$1.7K)

Filed 2026-10-15

American National Bank & Trust

DECREASED

Shares37 from 69

Change-32 (-46%)

Value$7.4K (-$3.6K)

Filed 2026-10-07

James T. Borello RIA

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$6.8K (+$1.4K)

Filed 2026-10-16

Elevation Wealth Partners, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$6.0K (+$1.2K)

Filed 2026-10-07

Silver Grove Financial Group, Inc.

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$6.0K (+$1.2K)

Filed 2026-11-05

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$5.2K (+$1.0K)

Filed 2026-10-13

GK Wealth Management LLC

NEW

Shares25

Change+25

Value$5.0K

Filed 2026-10-09

Asset Dedication, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$4.6K (+$923)

Filed 2026-11-03

Fortitude Family Office, LLC

INCREASED

Shares20 from 5

Change+15 (+300%)

Value$4.0K (+$3.2K)

Filed 2026-10-14

Farmers & Merchants Investments Inc

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$4.0K (+$803)

Filed 2026-10-22

Gilpin Wealth Management, LLC

NEW

Shares19

Change+19

Value$3.8K

Filed 2026-10-09

SBI Securities Co., Ltd.

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$3.4K (+$683)

Filed 2026-10-22

Arlington Trust Co LLC

NEW

Shares16

Change+16

Value$3.2K

Filed 2026-10-20

SJS Investment Consulting Inc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$3.2K (+$642)

Filed 2026-10-26

Physician Wealth Advisors, Inc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$3.2K (+$643)

Filed 2026-10-20

Cape Investment Advisory, Inc.

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$2.6K (+$522)

Filed 2026-10-13

Smallwood Wealth Investment Management, LLC

NEW

Shares12

Change+12

Value$2.4K

Filed 2026-10-30

Private Wealth Management Group, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$2.4K (+$482)

Filed 2026-10-19

Highline Wealth Partners LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$2.4K (+$482)

Filed 2026-10-19

Larson Financial Group LLC

NEW

Shares11

Change+11

Value$2.2K

Filed 2026-11-05

Security National Bank

NEW

Shares8

Change+8

Value$1.6K

Filed 2026-10-26

JFS Wealth Advisors, LLC

INCREASED

Shares8 from 5

Change+3 (+60%)

Value$1.6K (+$803)

Filed 2026-11-03

Capital Advisors, Ltd. LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$2 (+$1)

Filed 2026-10-27

Avion Wealth

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

Clearstead Advisors, LLC

INCREASED

Shares7 from 2

Change+5 (+250%)

Value$1.4K (+$1.1K)

Filed 2026-11-06

Hughes Financial Services, LLC

INCREASED

Shares7 from 4

Change+3 (+75%)

Value$1.4K (+$808)

Filed 2026-10-30

High Note Wealth, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$1.4K (+$282)

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$1.2K (+$241)

Filed 2026-10-08

Abound Wealth Management

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$1.2K (+$241)

Filed 2026-10-26

TD Private Client Wealth LLC

NEW

Shares5

Change+5

Value$1.0K

Filed 2026-10-28

MV Capital Management, Inc.

INCREASED

Shares5 from 4

Change+1 (+25%)

Value$1.0K (+$361)

Filed 2026-10-29

West Paces Advisors Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$1.0K (+$201)

Filed 2026-10-13

Bay Harbor Wealth Management, LLC

NEW

Shares4

Change+4

Value$802

Filed 2026-11-03

Manchester Capital Management LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$803 (+$161)

Filed 2026-10-22

Align Financial, LLC

NEW

Shares3

Change+3

Value$602

Filed 2026-10-16

Trust Co of Vermont

NEW

Shares3

Change+3

Value$602

Filed 2026-10-21

Cromwell Holdings LLC

DECREASED

Shares3 from 4

Change-1 (-25%)

Value$602 (-$39)

Filed 2026-10-28

Rossby Financial, LCC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$602 (+$121)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$602 (+$121)

Filed 2026-10-27

Valley National Advisers Inc

NEW

Shares2

Change+2

Value$402

Filed 2026-10-23

WPG Advisers, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$401 (+$80)

Filed 2026-10-27

Signature Equity Partners, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$401 (+$80)

Filed 2026-10-29

Proathlete Wealth Management LLC

NEW

Shares1

Change+1

Value$200

Filed 2026-10-15

Provenance Wealth Advisors, LLC

NEW

Shares1

Change+1

Value$201

Filed 2026-10-30

DiNuzzo Private Wealth, Inc.

NEW

Shares1

Change+1

Value$201

Filed 2026-10-16

TFC Financial Management, Inc.

NEW

Shares1

Change+1

Value$201

Filed 2026-10-26

DecisionPoint Financial, LLC

NEW

Shares1

Change+1

Value$205

Filed 2026-10-27

Rakuten Securities, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$201 (+$41)

Filed 2026-11-02

Planning Strategies Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$201 (+$41)

Filed 2026-10-02

Creative Capital Management Investments LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$201 (+$41)

Filed 2026-10-28

American Capital Advisory, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$201 (+$40)

Filed 2026-10-28

Verdence Capital Advisors LLC

CLOSED

Shares0 from 5,349

Change-5,349 (-100%)

Value$0 (-$857.7K)

Filed 2026-10-26

Azzad Asset Management Inc

CLOSED

Shares0 from 4,654

Change-4,654 (-100%)

Value$0 (-$746.2K)

Filed 2026-11-04

Oak Thistle LLC

CLOSED

Shares0 from 3,974

Change-3,974 (-100%)

Value$0 (-$637.2K)

Filed 2026-10-21

Alps Advisors Inc

CLOSED

Shares0 from 2,908

Change-2,908 (-100%)

Value$0 (-$466.3K)

Filed 2026-11-03

Third View Private Wealth, LLC

CLOSED

Shares0 from 1,860

Change-1,860 (-100%)

Value$0 (-$298.3K)

Filed 2026-10-30

HMS Capital Management, LLC

CLOSED

Shares0 from 1,581

Change-1,581 (-100%)

Value$0 (-$253.5K)

Filed 2026-10-20

AlphaCore Capital LLC

CLOSED

Shares0 from 1,498

Change-1,498 (-100%)

Value$0 (-$240.2K)

Filed 2026-11-04

Kingdom Financial Group Llc.

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$1.9K)

Filed 2026-11-04

Acumen Wealth Advisors, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$1.4K)

Filed 2026-11-05

Bank of New Hampshire

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-06

Activest Wealth Management

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$641)

Filed 2026-10-15

Cornerstone Planning Group LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$324)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$321)

Filed 2026-10-29

Simplex Trading, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$320)

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 2,645,927

Change-2,645,927 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,490,058

Change-1,490,058 (-100%)

Value—

Ashe Capital Management, LP

N/A

Shares— from 1,047,915

Change-1,047,915 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,041,438

Change-1,041,438 (-100%)

Value—

State Street Corp

N/A

Shares— from 766,131

Change-766,131 (-100%)

Value—

London Co of Virginia

N/A

Shares— from 703,151

Change-703,151 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 700,358

Change-700,358 (-100%)

Value—

Nellore Capital Management LLC

N/A

Shares— from 654,865

Change-654,865 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 581,826

Change-581,826 (-100%)

Value—

Lead Edge Capital Management, LLC

N/A

Shares— from 399,656

Change-399,656 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 394,158

Change-394,158 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 351,847

Change-351,847 (-100%)

Value—

Keenan Capital, LLC

N/A

Shares— from 334,557

Change-334,557 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 334,088

Change-334,088 (-100%)

Value—

DF Dent & Co Inc

N/A

Shares— from 318,951

Change-318,951 (-100%)

Value—

Long Walk Management LP

N/A

Shares— from 304,875

Change-304,875 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 297,074

Change-297,074 (-100%)

Value—

Caledonia (Private) Investments Pty Ltd

N/A

Shares— from 290,462

Change-290,462 (-100%)

Value—

Greenstone Partners & Co., LLC

N/A

Shares— from 273,617

Change-273,617 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 269,597

Change-269,597 (-100%)

Value—

FMR LLC

N/A

Shares— from 251,067

Change-251,067 (-100%)

Value—

Gilder Gagnon Howe & Co LLC

N/A

Shares— from 250,264

Change-250,264 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 238,166

Change-238,166 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 234,100

Change-234,100 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 224,904

Change-224,904 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 185,840

Change-185,840 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 176,922

Change-176,922 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 172,167

Change-172,167 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 165,025

Change-165,025 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 154,922

Change-154,922 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 141,316

Change-141,316 (-100%)

Value—

Caisse de Depot ET Placement DU Quebec

N/A

Shares— from 137,947

Change-137,947 (-100%)

Value—

UBS Group AG

N/A

Shares— from 137,692

Change-137,692 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 128,660

Change-128,660 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 128,132

Change-128,132 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 125,191

Change-125,191 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 123,852

Change-123,852 (-100%)

Value—

Sone Capital Management, LLC

N/A

Shares— from 116,251

Change-116,251 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 108,539

Change-108,539 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 108,071

Change-108,071 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 101,162

Change-101,162 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 97,598

Change-97,598 (-100%)

Value—

Norges Bank

N/A

Shares— from 95,576

Change-95,576 (-100%)

Value—

Crosslink Capital Inc

N/A

Shares— from 93,340

Change-93,340 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 87,957

Change-87,957 (-100%)

Value—

Langdon Equity Partners

N/A

Shares— from 85,000

Change-85,000 (-100%)

Value—

HMI Capital Management, L.P.

N/A

Shares— from 75,000

Change-75,000 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 73,301

Change-73,301 (-100%)

Value—

Tensile Capital Management LP

N/A

Shares— from 73,000

Change-73,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 69,418

Change-69,418 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 66,103

Change-66,103 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 63,170

Change-63,170 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 62,335

Change-62,335 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 60,685

Change-60,685 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 58,195

Change-58,195 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 55,947

Change-55,947 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 53,018

Change-53,018 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 49,159

Change-49,159 (-100%)

Value—

Atika Capital Management LLC

N/A

Shares— from 47,500

Change-47,500 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 46,360

Change-46,360 (-100%)

Value—

Blair William & Co

N/A

Shares— from 37,389

Change-37,389 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 35,596

Change-35,596 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 30,867

Change-30,867 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 30,438

Change-30,438 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 28,239

Change-28,239 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 26,851

Change-26,851 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 26,708

Change-26,708 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 26,296

Change-26,296 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 26,230

Change-26,230 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 26,183

Change-26,183 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 23,899

Change-23,899 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 23,678

Change-23,678 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 22,833

Change-22,833 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 20,176

Change-20,176 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 19,187

Change-19,187 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 18,922

Change-18,922 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 18,782

Change-18,782 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 18,371

Change-18,371 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 16,884

Change-16,884 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 16,537

Change-16,537 (-100%)

Value—

Man Group plc

N/A

Shares— from 16,376

Change-16,376 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 15,972

Change-15,972 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 15,840

Change-15,840 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 14,830

Change-14,830 (-100%)

Value—

EFG International AG

N/A

Shares— from 14,737

Change-14,737 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 14,221

Change-14,221 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 14,211

Change-14,211 (-100%)

Value—

Nicholas Investment Partners, LP

N/A

Shares— from 14,071

Change-14,071 (-100%)

Value—

Commerce Bank

N/A

Shares— from 13,909

Change-13,909 (-100%)

Value—

Kerrisdale Advisers, LLC

N/A

Shares— from 13,904

Change-13,904 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 13,728

Change-13,728 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 13,725

Change-13,725 (-100%)

Value—

Aristides Capital LLC

N/A

Shares— from 13,360

Change-13,360 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 12,680

Change-12,680 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 12,445

Change-12,445 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 12,325

Change-12,325 (-100%)

Value—

Myda Advisors LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 11,646

Change-11,646 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 11,409

Change-11,409 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 10,896

Change-10,896 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 10,880

Change-10,880 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 10,733

Change-10,733 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 10,703

Change-10,703 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 10,264

Change-10,264 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 9,838

Change-9,838 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 9,721

Change-9,721 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 9,384

Change-9,384 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 9,182

Change-9,182 (-100%)

Value—

South Dakota Investment Council

N/A

Shares— from 9,160

Change-9,160 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 8,610

Change-8,610 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 8,041

Change-8,041 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 7,244

Change-7,244 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 6,505

Change-6,505 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 6,200

Change-6,200 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 6,059

Change-6,059 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 6,006

Change-6,006 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 5,965

Change-5,965 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 5,912

Change-5,912 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 5,677

Change-5,677 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 5,406

Change-5,406 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 5,064

Change-5,064 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 5,043

Change-5,043 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 4,816

Change-4,816 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 4,816

Change-4,816 (-100%)

Value—

Allstate Corp

N/A

Shares— from 4,595

Change-4,595 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,422

Change-4,422 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 4,296

Change-4,296 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 4,218

Change-4,218 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 3,961

Change-3,961 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 3,897

Change-3,897 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 3,857

Change-3,857 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 3,692

Change-3,692 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 3,595

Change-3,595 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 3,485

Change-3,485 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 3,377

Change-3,377 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 3,372

Change-3,372 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 3,343

Change-3,343 (-100%)

Value—

Stansberry Asset Management, LLC

N/A

Shares— from 3,310

Change-3,310 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 3,191

Change-3,191 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 3,190

Change-3,190 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 3,181

Change-3,181 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 3,153

Change-3,153 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,124

Change-3,124 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 3,105

Change-3,105 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 2,960

Change-2,960 (-100%)

Value—

&partners

N/A

Shares— from 2,940

Change-2,940 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 2,865

Change-2,865 (-100%)

Value—

Aviva PLC

N/A

Shares— from 2,798

Change-2,798 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,749

Change-2,749 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 2,629

Change-2,629 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 2,466

Change-2,466 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 2,424

Change-2,424 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 2,359

Change-2,359 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,354

Change-2,354 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,347

Change-2,347 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 2,322

Change-2,322 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,261

Change-2,261 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 2,225

Change-2,225 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 2,224

Change-2,224 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 2,179

Change-2,179 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,951

Change-1,951 (-100%)

Value—

Ground Swell Capital, LLC

N/A

Shares— from 1,942

Change-1,942 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 1,935

Change-1,935 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 1,909

Change-1,909 (-100%)

Value—

Delta Global Management LP

N/A

Shares— from 1,825

Change-1,825 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 1,822

Change-1,822 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 1,761

Change-1,761 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,727

Change-1,727 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 1,717

Change-1,717 (-100%)

Value—

SIG Brokerage, LP

N/A

Shares— from 1,701

Change-1,701 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,677

Change-1,677 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,647

Change-1,647 (-100%)

Value—

L2 Asset Management, LLC

N/A

Shares— from 1,640

Change-1,640 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 1,607

Change-1,607 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 1,602

Change-1,602 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 1,509

Change-1,509 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 1,498

Change-1,498 (-100%)

Value—

Claret Asset Management Corp

N/A

Shares— from 1,441

Change-1,441 (-100%)

Value—

Frec Markets, Inc.

N/A

Shares— from 1,414

Change-1,414 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 1,413

Change-1,413 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,389

Change-1,389 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,377

Change-1,377 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 1,357

Change-1,357 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 1,355

Change-1,355 (-100%)

Value—

Brand Asset Management Group, Inc.

N/A

Shares— from 1,309

Change-1,309 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 1,308

Change-1,308 (-100%)

Value—

Itau Unibanco Holding S.A.

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,289

Change-1,289 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 1,270

Change-1,270 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 1,262

Change-1,262 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 1,250

Change-1,250 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,158

Change-1,158 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,021

Change-1,021 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 944

Change-944 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 747

Change-747 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 722

Change-722 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 542

Change-542 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 534

Change-534 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 460

Change-460 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 423

Change-423 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 281

Change-281 (-100%)

Value—

Employees Retirement System of Texas

N/A

Shares— from 212

Change-212 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 208

Change-208 (-100%)

Value—

Quarry LP

N/A

Shares— from 149

Change-149 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 90

Change-90 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 76

Change-76 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 25

Change-25 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 20

Change-20 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 11

Change-11 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 10

Change-10 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 6

Change-6 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 6

Change-6 (-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—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Principal Financial Group Inc	DECREASED	1,376,573	1,605,135	-228,562	-14%	$257.4M	$276.0M	+$18.6M	2026-11-02
William Blair Investment Management, LLC	INCREASED	836,167	721,826	+114,341	+16%	$115.7M	$167.7M	+$51.9M	2026-11-06
Geode Capital Management, LLC	DECREASED	497,125	509,837	-12,712	-2%	$81.8M	$99.7M	+$17.9M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	330,403	321,989	+8,414	+3%	$51.6M	$66.2M	+$14.6M	2026-11-04
Bank of New York Mellon Corp	INCREASED	150,032	146,702	+3,330	+2%	$23.5M	$30.1M	+$6.6M	2026-11-05
Fiera Capital Corp	INCREASED	127,840	126,117	+1,723	+1%	$20.2M	$25.6M	+$5.4M	2026-11-06
Brown Capital Management LLC	UNCHANGED	99,549	99,549	0	0%	$16.0M	$20.0M	+$4.0M	2026-10-27
Zevenbergen Capital Investments LLC	UNCHANGED	57,300	57,300	0	0%	$9.2M	$11.5M	+$2.3M	2026-10-08
Eulav Asset Management	UNCHANGED	55,460	55,460	0	0%	$8.9M	$11.1M	+$2.2M	2026-10-23
Riverbridge Partners LLC	INCREASED	54,386	50,837	+3,549	+7%	$8.2M	$10.9M	+$2.8M	2026-11-05
Granite Investment Partners, LLC	DECREASED	45,692	47,738	-2,046	-4%	$7.7M	$9.2M	+$1.5M	2026-11-04
Mission Wealth Management, LP	INCREASED	42,113	14,067	+28,046	+199%	$2.3M	$8.4M	+$6.2M	2026-10-15
Ranger Investment Management, L.P.	DECREASED	39,297	56,689	-17,392	-31%	$9.1M	$7.9M	-$1.2M	2026-11-06
TenCore Partners, LP	DECREASED	37,240	88,270	-51,030	-58%	$14.2M	$7.5M	-$6.7M	2026-11-05
Creative Planning	DECREASED	36,639	40,300	-3,661	-9%	$6.5M	$7.3M	+$884.7K	2026-11-02
Russell Investments Group, Ltd.	DECREASED	32,812	43,792	-10,980	-25%	$7.0M	$6.6M	-$442.5K	2026-11-06
Barclays PLC	INCREASED	32,321	8,611	+23,710	+275%	$1.4M	$6.5M	+$5.1M	2026-11-06
Baker Avenue Asset Management, LP	DECREASED	27,267	27,360	-93	0%	$4.4M	$5.5M	+$1.1M	2026-11-06
Retirement Systems of Alabama	DECREASED	24,844	24,854	-10	0%	$4.0M	$5.0M	+$996.4K	2026-11-04
Davidson Kahn Capital Management, LLC	DECREASED	17,700	18,930	-1,230	-6%	$3.0M	$3.5M	+$513.8K	2026-10-26
Alamar Capital Management, LLC	DECREASED	17,510	17,950	-440	-2%	$2.9M	$3.5M	+$632.8K	2026-11-02
Channel Wealth LLC	DECREASED	16,182	16,486	-304	-2%	$2.6M	$3.2M	+$601.3K	2026-11-06
Virginia Retirement Systems ET Al	DECREASED	15,231	18,731	-3,500	-19%	$3.0M	$3.1M	+$50.6K	2026-10-28
Assenagon Asset Management S.A.	DECREASED	14,206	19,303	-5,097	-26%	$3.1M	$2.8M	-$246.6K	2026-10-15
AGF Management LTD	DECREASED	13,032	17,794	-4,762	-27%	$2.9M	$2.6M	-$240.1K	2026-11-03
Alternative Investment Advisors, Llc.	DECREASED	12,657	13,011	-354	-3%	$2.1M	$2.5M	+$451.7K	2026-11-03
Parnassus Investments, LLC	INCREASED	12,034	11,526	+508	+4%	$1.8M	$2.4M	+$564.9K	2026-10-22
LPL Financial LLC	INCREASED	12,014	11,117	+897	+8%	$1.8M	$2.4M	+$626.4K	2026-11-06
Isthmus Partners, LLC	DECREASED	11,936	11,995	-59	0%	$1.9M	$2.4M	+$470.0K	2026-10-21
Amalgamated Bank	INCREASED	11,522	11,434	+88	+1%	$1.8M	$2.3M	+$477.0K	2026-10-23
Illinois Municipal Retirement Fund	INCREASED	9,168	9,105	+63	+1%	$1.5M	$1.8M	+$378.4K	2026-11-05
Mutual of America Capital Management LLC	DECREASED	8,774	8,915	-141	-2%	$1.4M	$1.8M	+$329.8K	2026-10-23
Thrivent Financial for Lutherans	DECREASED	8,536	8,594	-58	-1%	$1.4M	$1.7M	+$334.0K	2026-11-05
Bokf, NA	DECREASED	8,305	8,723	-418	-5%	$1.4M	$1.7M	+$266.6K	2026-10-27
Three Seasons Wealth, LLC	INCREASED	7,970	3,138	+4,832	+154%	$503.2K	$1.6M	+$1.1M	2026-11-03
State of New Jersey Common Pension Fund D	DECREASED	7,925	8,549	-624	-7%	$1.4M	$1.6M	+$218.3K	2026-11-05
New York State Teachers Retirement System	INCREASED	7,560	7,457	+103	+1%	$1.2M	$1.5M	+$320.0K	2026-10-22
Louisiana State Employees Retirement System	INCREASED	7,200	7,000	+200	+3%	$1.1M	$1.4M	+$321.3K	2026-10-20
Fifth Third Bancorp	DECREASED	6,700	7,486	-786	-10%	$1.2M	$1.3M	+$143.1K	2026-11-05
LVZ, Inc.	INCREASED	6,573	6,193	+380	+6%	$993.0K	$1.3M	+$325.0K	2026-10-20
Arizona State Retirement System	INCREASED	6,432	6,379	+53	+1%	$1.0M	$1.3M	+$266.9K	2026-11-03
Yousif Capital Management, LLC	DECREASED	6,226	6,599	-373	-6%	$1.1M	$1.2M	+$190.3K	2026-10-22
PNC Financial Services Group, Inc.	INCREASED	6,028	3,597	+2,431	+68%	$576.8K	$1.2M	+$632.0K	2026-11-06
Evanson Financial, LLC	UNCHANGED	6,000	6,000	0	0%	$962.1K	$1.2M	+$241.0K	2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	5,749	5,753	-4	0%	$922.5K	$1.2M	+$230.3K	2026-11-03
State of Michigan Retirement System	INCREASED	5,700	5,600	+100	+2%	$898.0K	$1.1M	+$245.0K	2026-10-27
Fulcrum Asset Management LLP	NEW	5,688	—	+5,688	—	—	$1.1M	—	2026-11-04
Assetmark, Inc	INCREASED	5,502	5,464	+38	+1%	$876.2K	$1.1M	+$227.1K	2026-10-21
Daiwa Securities Group Inc.	DECREASED	5,460	6,129	-669	-11%	$982.8K	$1.1M	+$112.1K	2026-10-29
Truist Financial Corp	INCREASED	5,429	5,252	+177	+3%	$842.2K	$1.1M	+$246.5K	2026-10-30
Integrity Alliance, Llc.	NEW	5,404	—	+5,404	—	—	$1.1M	—	2026-10-29
Xponance LLC	DECREASED	5,373	5,435	-62	-1%	$871.5K	$1.1M	+$205.9K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	4,990	5,026	-36	-1%	$805.9K	$1.0M	+$194.7K	2026-10-30
Citigroup Inc	DECREASED	4,942	7,748	-2,806	-36%	$1.2M	$991.0K	-$251.4K	2026-11-04
Wealth Enhancement Advisory Services, LLC	INCREASED	4,879	4,809	+70	+1%	$151.9K	$182.6K	+$30.8K	2026-10-13
Atria Investments, Inc	INCREASED	4,724	3,503	+1,221	+35%	$561.7K	$947.3K	+$385.6K	2026-10-15
Oppenheimer Asset Management Inc.	DECREASED	4,519	4,565	-46	-1%	$732.0K	$906.2K	+$174.2K	2026-10-27
Y-Intercept (Hong Kong) Ltd	INCREASED	4,385	4,233	+152	+4%	$678.8K	$879.3K	+$200.5K	2026-10-16
Deutsche Bank Ag\	INCREASED	4,321	3,437	+884	+26%	$551.1K	$866.4K	+$315.3K	2026-11-06
State of Alaska, Department of Revenue	DECREASED	4,290	5,450	-1,160	-21%	$872.0K	$860.0K	-$12.0K	2026-10-15
New Mexico Educational Retirement Board	UNCHANGED	4,200	4,200	0	0%	$673.0K	$842.0K	+$169.0K	2026-11-05
ABN Amro Investment Solutions	INCREASED	4,191	3,930	+261	+7%	$630.2K	$840.4K	+$210.2K	2026-10-21
AMI Asset Management Corp	INCREASED	4,057	3,963	+94	+2%	$635.5K	$813.5K	+$178.0K	2026-10-20
Kestra Investment Management, LLC	INCREASED	4,023	1,719	+2,304	+134%	$275.6K	$806.7K	+$531.1K	2026-11-04
NorthCrest Asset Manangement, LLC	INCREASED	3,954	3,950	+4	+0%	$692.5K	$780.7K	+$88.2K	2026-10-13
KCM Investment Advisors LLC	UNCHANGED	3,716	3,716	0	0%	$595.9K	$745.1K	+$149.3K	2026-10-27
Pictet Asset Management Holding SA	UNCHANGED	3,613	3,613	0	0%	$579.3K	$724.5K	+$145.1K	2026-11-03
Quadrant Capital Group LLC	DECREASED	3,459	3,600	-141	-4%	$577.3K	$688.4K	+$111.2K	2026-10-20
First Citizens Bank & Trust Co	DECREASED	3,378	9,203	-5,825	-63%	$1.5M	$677.4K	-$798.3K	2026-10-14
OP Asset Management Ltd	UNCHANGED	3,327	3,327	0	0%	$533.5K	$667.1K	+$133.6K	2026-11-05
US Bancorp \de\	DECREASED	3,200	3,723	-523	-14%	$597.0K	$641.7K	+$44.7K	2026-11-05
Amundi	INCREASED	2,674	2,017	+657	+33%	$323.4K	$536.2K	+$212.8K	2026-11-06
Resonant Capital Advisors, LLC	INCREASED	2,605	2,582	+23	+1%	$414.0K	$522.4K	+$108.3K	2026-10-15
Kestra Advisory Services, LLC	NEW	2,602	—	+2,602	—	—	$521.8K	—	2026-11-02
Swiss Life Asset Management Ltd	DECREASED	2,596	2,887	-291	-10%	$462.9K	$520.6K	+$57.6K	2026-11-03
Highland Capital Management, LLC	NEW	2,552	—	+2,552	—	—	$511.7K	—	2026-10-26
Jackson Creek Investment Advisors LLC	DECREASED	2,445	4,585	-2,140	-47%	$826	$490.0K	+$489.2K	2026-11-04
Vise Technologies, Inc.	INCREASED	2,292	1,265	+1,027	+81%	$202.8K	$459.6K	+$256.8K	2026-10-29
Diversify Advisory Services, LLC	DECREASED	2,102	2,140	-38	-2%	$361.1K	$459.5K	+$98.4K	2026-10-20
Diversify Wealth Management, LLC	DECREASED	2,102	2,140	-38	-2%	$361.1K	$459.5K	+$98.4K	2026-10-20
Chemistry Wealth Management LLC	INCREASED	2,074	1,879	+195	+10%	$301.3K	$415.9K	+$114.6K	2026-10-16
Inspire Investing, LLC	DECREASED	1,919	4,450	-2,531	-57%	$713.6K	$384.8K	-$328.8K	2026-10-22
Securian Asset Management, Inc	UNCHANGED	1,794	1,794	0	0%	$322.4K	$359.7K	+$37.3K	2026-11-06
First Bank & Trust	INCREASED	1,790	1,628	+162	+10%	$261.1K	$358.9K	+$97.9K	2026-10-19
Seven Mile Advisory	INCREASED	1,666	1,612	+54	+3%	$258.5K	$334.1K	+$75.6K	2026-10-22
Linden Thomas Advisory Services, LLC	DECREASED	1,586	1,613	-27	-2%	$258.6K	$318.0K	+$59.4K	2026-10-19
Ethic Inc.	NEW	1,550	—	+1,550	—	—	$310.8K	—	2026-11-03
Zions Bancorporation, National Association	DECREASED	1,537	2,170	-633	-29%	$348.0K	$308.2K	-$39.8K	2026-11-06
DekaBank Deutsche Girozentrale	DECREASED	1,455	1,523	-68	-4%	$239	$292.0K	+$291.8K	2026-10-27
Maryland State Retirement & Pension System	NEW	1,350	—	+1,350	—	—	$270.7K	—	2026-11-05
Inscription Capital, LLC	DECREASED	1,289	1,765	-476	-27%	$283.0K	$258.5K	-$24.5K	2026-11-02
Mach-1 Financial Group, LLC	NEW	1,224	—	+1,224	—	—	$245.4K	—	2026-11-06
Cullinan Associates Inc	NEW	1,200	—	+1,200	—	—	$240.6K	—	2026-11-03
Somerset Trust Co	NEW	1,194	—	+1,194	—	—	$239.4K	—	2026-10-13
Gamma Investing LLC	INCREASED	1,194	834	+360	+43%	$133.7K	$239.4K	+$105.7K	2026-10-08
Motley Fool Asset Management LLC	NEW	1,188	—	+1,188	—	—	$238.2K	—	2026-10-27
Birch Financial Group, LLC	DECREASED	1,177	1,326	-149	-11%	$212.6K	$236.0K	+$23.4K	2026-10-27
Nykredit A/S	UNCHANGED	1,168	1,168	0	0%	$187.3K	$234.2K	+$46.9K	2026-11-06
Elevation Point Wealth Partners, LLC	DECREASED	1,150	1,252	-102	-8%	$200.8K	$230.6K	+$29.8K	2026-11-05
Crossmark Global Holdings, Inc.	NEW	1,133	—	+1,133	—	—	$227.2K	—	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	1,127	1,430	-303	-21%	$229.3K	$226.0K	-$3.3K	2026-11-02
Steel Grove Capital Advisors, LLC	NEW	1,073	—	+1,073	—	—	$215.2K	—	2026-10-13
Praxis Investment Management Inc	NEW	1,048	—	+1,048	—	—	$210.0K	—	2026-11-03
MQS Management LLC	NEW	1,037	—	+1,037	—	—	$207.9K	—	2026-11-06
ProShare Advisors LLC	NEW	1,007	—	+1,007	—	—	$201.9K	—	2026-10-29
SteelPeak Wealth, LLC	NEW	1,000	—	+1,000	—	—	$200.5K	—	2026-10-16
Strs Ohio	INCREASED	938	904	+34	+4%	$145.0K	$188.1K	+$43.1K	2026-10-30
Parallel Advisors, LLC	INCREASED	854	787	+67	+9%	$126.2K	$171.2K	+$45.0K	2026-11-03
KBC Group NV	INCREASED	836	579	+257	+44%	$93.0K	$168.0K	+$75.0K	2026-10-22
Covestor Ltd	INCREASED	627	533	+94	+18%	$85.0K	$126.0K	+$41.0K	2026-10-30
IFP Advisors, Inc	DECREASED	624	625	-1	0%	$100.2K	$125.1K	+$24.9K	2026-10-16
Signaturefd, LLC	INCREASED	612	468	+144	+31%	$75.0K	$122.7K	+$47.7K	2026-10-23
Versant Capital Management, Inc	INCREASED	536	452	+84	+19%	$72.5K	$107.5K	+$35.0K	2026-10-02
Nisa Investment Advisors, LLC	DECREASED	441	456	-15	-3%	$73.1K	$88.4K	+$15.3K	2026-10-20
Exchange Traded Concepts, LLC	DECREASED	422	473	-51	-11%	$75.8K	$84.6K	+$8.8K	2026-10-28
UMB Bank, n.a.	DECREASED	405	411	-6	-1%	$65.9K	$81.2K	+$15.3K	2026-11-06
Allworth Financial LP	INCREASED	374	184	+190	+103%	$29.5K	$60.0K	+$30.5K	2026-11-06
Reyes Financial Architecture, Inc.	INCREASED	320	297	+23	+8%	$47.6K	$64.2K	+$16.5K	2026-10-22
Farther Finance Advisors, LLC	DECREASED	273	313	-40	-13%	$50.1K	$54.7K	+$4.6K	2026-10-08
Hilton Head Capital Partners, LLC	NEW	200	—	+200	—	—	$40.1K	—	2026-10-23
Summit Securities Group LLC	NEW	170	—	+170	—	—	$34.1K	—	2026-11-05
Leonteq Securities AG	INCREASED	154	150	+4	+3%	$24.1K	$30.9K	+$6.8K	2026-10-29
Blue Trust, Inc.	DECREASED	145	423	-278	-66%	$67.8K	$29.1K	-$38.8K	2026-10-15
Bell Investment Advisors, Inc	INCREASED	132	94	+38	+40%	$15.1K	$26.5K	+$11.4K	2026-10-29
Parkside Financial Bank & Trust	INCREASED	127	78	+49	+63%	$12.5K	$25.5K	+$13.0K	2026-10-27
MassMutual Private Wealth & Trust, FSB	INCREASED	125	123	+2	+2%	$19.7K	$25.1K	+$5.3K	2026-10-05
Private Trust Co NA	INCREASED	91	87	+4	+5%	$14.0K	$18.2K	+$4.3K	2026-10-20
First Horizon Corp	DECREASED	83	92	-9	-10%	$14.8K	$16.6K	+$1.9K	2026-10-26
Natixis	NEW	81	—	+81	—	—	$16.2K	—	2026-11-06
Root Financial Partners, LLC	NEW	69	—	+69	—	—	$13.8K	—	2026-10-21
Bayforest Capital Ltd	INCREASED	65	58	+7	+12%	$9.3K	$13.0K	+$3.7K	2026-11-03
Eurizon Capital SGR S.p.A.	DECREASED	60	195	-135	-69%	$30.6K	$11.8K	-$18.8K	2026-11-06
Mather Group, Llc.	INCREASED	60	2	+58	+2900%	$321	$12.0K	+$11.7K	2026-10-14
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	58	58	0	0%	$9.3K	$11.6K	+$2.3K	2026-10-27
First Command Advisory Services, Inc.	INCREASED	56	43	+13	+30%	$6.9K	$11.2K	+$4.3K	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	56	56	0	0%	$9.0K	$11.2K	+$2.2K	2026-11-05
Sterling Capital Management LLC	DECREASED	52	151	-99	-66%	$24.2K	$10.4K	-$13.8K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	50	37	+13	+35%	$5.9K	$10.0K	+$4.1K	2026-11-04
Wolff Wiese Magana LLC	UNCHANGED	42	42	0	0%	$6.7K	$8.4K	+$1.7K	2026-10-15
American National Bank & Trust	DECREASED	37	69	-32	-46%	$11.1K	$7.4K	-$3.6K	2026-10-07
James T. Borello RIA	UNCHANGED	34	34	0	0%	$5.5K	$6.8K	+$1.4K	2026-10-16
Elevation Wealth Partners, LLC	UNCHANGED	30	30	0	0%	$4.8K	$6.0K	+$1.2K	2026-10-07
Silver Grove Financial Group, Inc.	UNCHANGED	30	30	0	0%	$4.8K	$6.0K	+$1.2K	2026-11-05
Beacon Investment Advisory Services, Inc.	UNCHANGED	26	26	0	0%	$4.2K	$5.2K	+$1.0K	2026-10-13
GK Wealth Management LLC	NEW	25	—	+25	—	—	$5.0K	—	2026-10-09
Asset Dedication, LLC	UNCHANGED	23	23	0	0%	$3.7K	$4.6K	+$923	2026-11-03
Fortitude Family Office, LLC	INCREASED	20	5	+15	+300%	$802	$4.0K	+$3.2K	2026-10-14
Farmers & Merchants Investments Inc	UNCHANGED	20	20	0	0%	$3.2K	$4.0K	+$803	2026-10-22
Gilpin Wealth Management, LLC	NEW	19	—	+19	—	—	$3.8K	—	2026-10-09
SBI Securities Co., Ltd.	UNCHANGED	17	17	0	0%	$2.7K	$3.4K	+$683	2026-10-22
Arlington Trust Co LLC	NEW	16	—	+16	—	—	$3.2K	—	2026-10-20
SJS Investment Consulting Inc.	UNCHANGED	16	16	0	0%	$2.6K	$3.2K	+$642	2026-10-26
Physician Wealth Advisors, Inc.	UNCHANGED	16	16	0	0%	$2.6K	$3.2K	+$643	2026-10-20
Cape Investment Advisory, Inc.	UNCHANGED	13	13	0	0%	$2.1K	$2.6K	+$522	2026-10-13
Smallwood Wealth Investment Management, LLC	NEW	12	—	+12	—	—	$2.4K	—	2026-10-30
Private Wealth Management Group, LLC	UNCHANGED	12	12	0	0%	$1.9K	$2.4K	+$482	2026-10-19
Highline Wealth Partners LLC	UNCHANGED	12	12	0	0%	$1.9K	$2.4K	+$482	2026-10-19
Larson Financial Group LLC	NEW	11	—	+11	—	—	$2.2K	—	2026-11-05
Security National Bank	NEW	8	—	+8	—	—	$1.6K	—	2026-10-26
JFS Wealth Advisors, LLC	INCREASED	8	5	+3	+60%	$802	$1.6K	+$803	2026-11-03
Capital Advisors, Ltd. LLC	UNCHANGED	8	8	0	0%	$1	$2	+$1	2026-10-27
Avion Wealth	UNCHANGED	8	8	0	0%	$1	$1	$0	2026-11-04
Clearstead Advisors, LLC	INCREASED	7	2	+5	+250%	$321	$1.4K	+$1.1K	2026-11-06
Hughes Financial Services, LLC	INCREASED	7	4	+3	+75%	$641	$1.4K	+$808	2026-10-30
High Note Wealth, LLC	UNCHANGED	7	7	0	0%	$1.1K	$1.4K	+$282	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	6	6	0	0%	$962	$1.2K	+$241	2026-10-08
Abound Wealth Management	UNCHANGED	6	6	0	0%	$963	$1.2K	+$241	2026-10-26
TD Private Client Wealth LLC	NEW	5	—	+5	—	—	$1.0K	—	2026-10-28
MV Capital Management, Inc.	INCREASED	5	4	+1	+25%	$642	$1.0K	+$361	2026-10-29
West Paces Advisors Inc.	UNCHANGED	5	5	0	0%	$802	$1.0K	+$201	2026-10-13
Bay Harbor Wealth Management, LLC	NEW	4	—	+4	—	—	$802	—	2026-11-03
Manchester Capital Management LLC	UNCHANGED	4	4	0	0%	$642	$803	+$161	2026-10-22
Align Financial, LLC	NEW	3	—	+3	—	—	$602	—	2026-10-16
Trust Co of Vermont	NEW	3	—	+3	—	—	$602	—	2026-10-21
Cromwell Holdings LLC	DECREASED	3	4	-1	-25%	$641	$602	-$39	2026-10-28
Rossby Financial, LCC	UNCHANGED	3	3	0	0%	$481	$602	+$121	2026-11-05
North Star Investment Management Corp.	UNCHANGED	3	3	0	0%	$481	$602	+$121	2026-10-27
Valley National Advisers Inc	NEW	2	—	+2	—	—	$402	—	2026-10-23
WPG Advisers, LLC	UNCHANGED	2	2	0	0%	$321	$401	+$80	2026-10-27
Signature Equity Partners, LLC	UNCHANGED	2	2	0	0%	$321	$401	+$80	2026-10-29
Proathlete Wealth Management LLC	NEW	1	—	+1	—	—	$200	—	2026-10-15
Provenance Wealth Advisors, LLC	NEW	1	—	+1	—	—	$201	—	2026-10-30
DiNuzzo Private Wealth, Inc.	NEW	1	—	+1	—	—	$201	—	2026-10-16
TFC Financial Management, Inc.	NEW	1	—	+1	—	—	$201	—	2026-10-26
DecisionPoint Financial, LLC	NEW	1	—	+1	—	—	$205	—	2026-10-27
Rakuten Securities, Inc.	UNCHANGED	1	1	0	0%	$160	$201	+$41	2026-11-02
Planning Strategies Inc.	UNCHANGED	1	1	0	0%	$160	$201	+$41	2026-10-02
Creative Capital Management Investments LLC	UNCHANGED	1	1	0	0%	$160	$201	+$41	2026-10-28
American Capital Advisory, LLC	UNCHANGED	1	1	0	0%	$161	$201	+$40	2026-10-28
Verdence Capital Advisors LLC	CLOSED	0	5,349	-5,349	-100%	$857.7K	$0	-$857.7K	2026-10-26
Azzad Asset Management Inc	CLOSED	0	4,654	-4,654	-100%	$746.2K	$0	-$746.2K	2026-11-04
Oak Thistle LLC	CLOSED	0	3,974	-3,974	-100%	$637.2K	$0	-$637.2K	2026-10-21
Alps Advisors Inc	CLOSED	0	2,908	-2,908	-100%	$466.3K	$0	-$466.3K	2026-11-03
Third View Private Wealth, LLC	CLOSED	0	1,860	-1,860	-100%	$298.3K	$0	-$298.3K	2026-10-30
HMS Capital Management, LLC	CLOSED	0	1,581	-1,581	-100%	$253.5K	$0	-$253.5K	2026-10-20
AlphaCore Capital LLC	CLOSED	0	1,498	-1,498	-100%	$240.2K	$0	-$240.2K	2026-11-04
Kingdom Financial Group Llc.	CLOSED	0	12	-12	-100%	$1.9K	$0	-$1.9K	2026-11-04
Acumen Wealth Advisors, LLC	CLOSED	0	9	-9	-100%	$1.4K	$0	-$1.4K	2026-11-05
Bank of New Hampshire	CLOSED	0	7	-7	-100%	$1.1K	$0	-$1.1K	2026-10-06
Activest Wealth Management	CLOSED	0	4	-4	-100%	$641	$0	-$641	2026-10-15
Cornerstone Planning Group LLC	CLOSED	0	2	-2	-100%	$324	$0	-$324	2026-10-16
Caitong International Asset Management Co., Ltd	CLOSED	0	2	-2	-100%	$321	$0	-$321	2026-10-29
Simplex Trading, LLC	CLOSED	0	2	-2	-100%	$320	$0	-$320	2026-11-04
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	2,645,927	-2,645,927	-100%	$424.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,490,058	-1,490,058	-100%	$238.9M	—	—	—
Ashe Capital Management, LP	N/A	—	1,047,915	-1,047,915	-100%	$168.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,041,438	-1,041,438	-100%	$167.0M	—	—	—
State Street Corp	N/A	—	766,131	-766,131	-100%	$122.8M	—	—	—
London Co of Virginia	N/A	—	703,151	-703,151	-100%	$112.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	700,358	-700,358	-100%	$112.3M	—	—	—
Nellore Capital Management LLC	N/A	—	654,865	-654,865	-100%	$105.0M	—	—	—
Morgan Stanley	N/A	—	581,826	-581,826	-100%	$93.3M	—	—	—
Lead Edge Capital Management, LLC	N/A	—	399,656	-399,656	-100%	$64.1M	—	—	—
Neuberger Berman Group LLC	N/A	—	394,158	-394,158	-100%	$63.2M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	351,847	-351,847	-100%	$56.4M	—	—	—
Keenan Capital, LLC	N/A	—	334,557	-334,557	-100%	$53.6M	—	—	—
Invesco Ltd.	N/A	—	334,088	-334,088	-100%	$53.6M	—	—	—
DF Dent & Co Inc	N/A	—	318,951	-318,951	-100%	$51.1M	—	—	—
Long Walk Management LP	N/A	—	304,875	-304,875	-100%	$48.9M	—	—	—
Bank of America Corp	N/A	—	297,074	-297,074	-100%	$47.6M	—	—	—
Caledonia (Private) Investments Pty Ltd	N/A	—	290,462	-290,462	-100%	$46.6M	—	—	—
Greenstone Partners & Co., LLC	N/A	—	273,617	-273,617	-100%	$43.9M	—	—	—
Northern Trust Corp	N/A	—	269,597	-269,597	-100%	$43.2M	—	—	—
FMR LLC	N/A	—	251,067	-251,067	-100%	$40.3M	—	—	—
Gilder Gagnon Howe & Co LLC	N/A	—	250,264	-250,264	-100%	$40.1M	—	—	—
Jennison Associates LLC	N/A	—	238,166	-238,166	-100%	$38.2M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	234,100	-234,100	-100%	$37.5M	—	—	—
Wellington Management Group LLP	N/A	—	224,904	-224,904	-100%	$36.1M	—	—	—
Renaissance Technologies LLC	N/A	—	185,840	-185,840	-100%	$29.8M	—	—	—
Jones Financial Companies Lllp	N/A	—	176,922	-176,922	-100%	$27.5M	—	—	—
Natixis Advisors, LLC	N/A	—	172,167	-172,167	-100%	$27.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	165,025	-165,025	-100%	$26.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	154,922	-154,922	-100%	$24.8M	—	—	—
Wells Fargo & Company	N/A	—	141,316	-141,316	-100%	$22.7M	—	—	—
Caisse de Depot ET Placement DU Quebec	N/A	—	137,947	-137,947	-100%	$22.1M	—	—	—
UBS Group AG	N/A	—	137,692	-137,692	-100%	$22.1M	—	—	—
First Trust Advisors LP	N/A	—	128,660	-128,660	-100%	$20.6M	—	—	—
Ameriprise Financial Inc	N/A	—	128,132	-128,132	-100%	$20.5M	—	—	—
GW&K Investment Management, LLC	N/A	—	125,191	-125,191	-100%	$20.1M	—	—	—
Federated Hermes, Inc.	N/A	—	123,852	-123,852	-100%	$19.9M	—	—	—
Sone Capital Management, LLC	N/A	—	116,251	-116,251	-100%	$18.6M	—	—	—
Royal Bank of Canada	N/A	—	108,539	-108,539	-100%	$17.4M	—	—	—
JPMorgan Chase & Co	N/A	—	108,071	-108,071	-100%	$17.1M	—	—	—
Point72 Asset Management, L.P.	N/A	—	101,162	-101,162	-100%	$16.2M	—	—	—
Raymond James Financial Inc	N/A	—	97,598	-97,598	-100%	$15.6M	—	—	—
Norges Bank	N/A	—	95,576	-95,576	-100%	$15.3M	—	—	—
Crosslink Capital Inc	N/A	—	93,340	-93,340	-100%	$15.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	87,957	-87,957	-100%	$14.1M	—	—	—
Langdon Equity Partners	N/A	—	85,000	-85,000	-100%	$13.6M	—	—	—
HMI Capital Management, L.P.	N/A	—	75,000	-75,000	-100%	$12.0M	—	—	—
Nuveen, LLC	N/A	—	73,301	-73,301	-100%	$11.8M	—	—	—
Tensile Capital Management LP	N/A	—	73,000	-73,000	-100%	$11.7M	—	—	—
Millennium Management LLC	N/A	—	69,418	-69,418	-100%	$11.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	66,103	-66,103	-100%	$10.6M	—	—	—
Rhumbline Advisers	N/A	—	63,170	-63,170	-100%	$10.1M	—	—	—
New York State Common Retirement Fund	N/A	—	62,335	-62,335	-100%	$10.0M	—	—	—
Loomis Sayles & Co L P	N/A	—	60,685	-60,685	-100%	$9.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	58,195	-58,195	-100%	$9.3M	—	—	—
Gotham Asset Management, LLC	N/A	—	55,947	-55,947	-100%	$9.0M	—	—	—
Quantinno Capital Management LP	N/A	—	53,018	-53,018	-100%	$8.5M	—	—	—
Royce & Associates LP	N/A	—	49,159	-49,159	-100%	$7.9M	—	—	—
Atika Capital Management LLC	N/A	—	47,500	-47,500	-100%	$7.6M	—	—	—
Swiss National Bank	N/A	—	46,360	-46,360	-100%	$7.4M	—	—	—
Blair William & Co	N/A	—	37,389	-37,389	-100%	$6.0M	—	—	—
Canada Life Assurance Co	N/A	—	35,596	-35,596	-100%	$5.7M	—	—	—
Legal & General Group Plc	N/A	—	30,867	-30,867	-100%	$4.9M	—	—	—
Squarepoint Ops LLC	N/A	—	30,438	-30,438	-100%	$4.9M	—	—	—
Balyasny Asset Management L.P.	N/A	—	28,239	-28,239	-100%	$4.5M	—	—	—
Alliancebernstein L.P.	N/A	—	26,851	-26,851	-100%	$4.2M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	26,708	-26,708	-100%	$4.3M	—	—	—
California State Teachers Retirement System	N/A	—	26,296	-26,296	-100%	$4.2M	—	—	—
XTX Topco Ltd	N/A	—	26,230	-26,230	-100%	$4.2M	—	—	—
Nordea Investment Management AB	N/A	—	26,183	-26,183	-100%	$4.1M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	23,899	-23,899	-100%	$3.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	23,678	-23,678	-100%	$3.8M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	22,833	-22,833	-100%	$3.7M	—	—	—
Advisors Capital Management, LLC	N/A	—	20,176	-20,176	-100%	$3.2M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	19,187	-19,187	-100%	$3.1M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	18,922	-18,922	-100%	$3.0M	—	—	—
Franklin Resources Inc	N/A	—	18,782	-18,782	-100%	$3.0M	—	—	—
Victory Capital Management Inc	N/A	—	18,371	-18,371	-100%	$2.9M	—	—	—
SEI Investments Co	N/A	—	16,884	-16,884	-100%	$2.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	16,537	-16,537	-100%	$2.7M	—	—	—
Man Group plc	N/A	—	16,376	-16,376	-100%	$2.6M	—	—	—
Two Sigma Investments, LP	N/A	—	15,972	-15,972	-100%	$2.6M	—	—	—
Vestcor Inc	N/A	—	15,840	-15,840	-100%	$2.5M	—	—	—
Marshall Wace, LLP	N/A	—	14,830	-14,830	-100%	$2.4M	—	—	—
EFG International AG	N/A	—	14,737	-14,737	-100%	$2.4M	—	—	—
Vident Advisory, LLC	N/A	—	14,221	-14,221	-100%	$2.3M	—	—	—
Johnson Investment Counsel Inc	N/A	—	14,211	-14,211	-100%	$2.3M	—	—	—
Nicholas Investment Partners, LP	N/A	—	14,071	-14,071	-100%	$2.3M	—	—	—
Commerce Bank	N/A	—	13,909	-13,909	-100%	$2.2M	—	—	—
Kerrisdale Advisers, LLC	N/A	—	13,904	-13,904	-100%	$2.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	13,728	-13,728	-100%	$2.2M	—	—	—
Cerity Partners LLC	N/A	—	13,725	-13,725	-100%	$2.2M	—	—	—
Aristides Capital LLC	N/A	—	13,360	-13,360	-100%	$2.1M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	12,680	-12,680	-100%	$2.0M	—	—	—
MetLife Investment Management, LLC	N/A	—	12,445	-12,445	-100%	$2.0M	—	—	—
Stifel Financial Corp	N/A	—	12,325	-12,325	-100%	$2.0M	—	—	—
Myda Advisors LLC	N/A	—	12,000	-12,000	-100%	$1.9M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	11,646	-11,646	-100%	$1.9M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	11,409	-11,409	-100%	$1.8M	—	—	—
Jupiter Asset Management LTD	N/A	—	10,896	-10,896	-100%	$1.7M	—	—	—
Handelsbanken Fonder AB	N/A	—	10,880	-10,880	-100%	$1.7M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	10,733	-10,733	-100%	$1.7M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	10,703	-10,703	-100%	$1.7M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	10,264	-10,264	-100%	$1.6M	—	—	—
Jupiter Topco LLC	N/A	—	9,838	-9,838	-100%	$1.6M	—	—	—
Treasurer of the State of North Carolina	N/A	—	9,721	-9,721	-100%	$1.6M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	9,384	-9,384	-100%	$1.5M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	9,182	-9,182	-100%	$1.5M	—	—	—
South Dakota Investment Council	N/A	—	9,160	-9,160	-100%	$1.5M	—	—	—
Pacer Advisors, Inc.	N/A	—	8,610	-8,610	-100%	$1.4M	—	—	—
Quent Capital, LLC	N/A	—	8,041	-8,041	-100%	$1.3M	—	—	—
AQR Capital Management LLC	N/A	—	7,244	-7,244	-100%	$1.1M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	6,505	-6,505	-100%	$1.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	6,200	-6,200	-100%	$994.0K	—	—	—
Entropy Technologies, LP	N/A	—	6,059	-6,059	-100%	$971.6K	—	—	—
Edgestream Partners, L.P.	N/A	—	6,006	-6,006	-100%	$963.1K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	5,965	-5,965	-100%	$956.5K	—	—	—
Inceptionr LLC	N/A	—	5,912	-5,912	-100%	$948.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	5,677	-5,677	-100%	$910.3K	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	5,406	-5,406	-100%	$866.9K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	5,064	-5,064	-100%	$812.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	5,043	-5,043	-100%	$808.6K	—	—	—
Bank of Montreal	N/A	—	4,816	-4,816	-100%	$772.2K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	4,816	-4,816	-100%	$772.2K	—	—	—
Allstate Corp	N/A	—	4,595	-4,595	-100%	$736.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,422	-4,422	-100%	$709.1K	—	—	—
Summit Trail Advisors, LLC	N/A	—	4,296	-4,296	-100%	$688.9K	—	—	—
M&T Bank Corp	N/A	—	4,218	-4,218	-100%	$676.3K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	3,961	-3,961	-100%	$635.1K	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	3,897	-3,897	-100%	$624.9K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	3,857	-3,857	-100%	$618.5K	—	—	—
Lazard Asset Management LLC	N/A	—	3,692	-3,692	-100%	$592.0K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	3,595	-3,595	-100%	$576.5K	—	—	—
SG Americas Securities, LLC	N/A	—	3,485	-3,485	-100%	$559.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	3,377	-3,377	-100%	$541.5K	—	—	—
Engineers Gate Manager LP	N/A	—	3,372	-3,372	-100%	$540.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	3,343	-3,343	-100%	$536.1K	—	—	—
Stansberry Asset Management, LLC	N/A	—	3,310	-3,310	-100%	$530.8K	—	—	—
Baird Financial Group, Inc.	N/A	—	3,191	-3,191	-100%	$511.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	3,190	-3,190	-100%	$511.5K	—	—	—
Callan Family Office, LLC	N/A	—	3,181	-3,181	-100%	$510.1K	—	—	—
Blueshift Asset Management, LLC	N/A	—	3,153	-3,153	-100%	$505.6K	—	—	—
MML Investors Services, LLC	N/A	—	3,124	-3,124	-100%	$500.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	3,105	-3,105	-100%	$497.9K	—	—	—
Martingale Asset Management L P	N/A	—	3,000	-3,000	-100%	$481.1K	—	—	—
Bessemer Group Inc	N/A	—	2,960	-2,960	-100%	$454.0K	—	—	—
&partners	N/A	—	2,940	-2,940	-100%	$471.4K	—	—	—
Argent Trust Co	N/A	—	2,865	-2,865	-100%	$459.4K	—	—	—
Aviva PLC	N/A	—	2,798	-2,798	-100%	$448.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,749	-2,749	-100%	$440.8K	—	—	—
Pathstone Holdings, LLC	N/A	—	2,629	-2,629	-100%	$421.6K	—	—	—
Snowden Capital Advisors LLC	N/A	—	2,466	-2,466	-100%	$395.4K	—	—	—
AXQ Capital, LP	N/A	—	2,424	-2,424	-100%	$388.7K	—	—	—
Bank of Nova Scotia	N/A	—	2,359	-2,359	-100%	$378.3K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,354	-2,354	-100%	$377.0K	—	—	—
American Century Companies Inc	N/A	—	2,347	-2,347	-100%	$376.3K	—	—	—
Legato Capital Management LLC	N/A	—	2,322	-2,322	-100%	$372.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,261	-2,261	-100%	$362.6K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	2,225	-2,225	-100%	$356.8K	—	—	—
Voya Investment Management LLC	N/A	—	2,224	-2,224	-100%	$356.6K	—	—	—
Freestone Grove Partners LP	N/A	—	2,179	-2,179	-100%	$349.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	1,951	-1,951	-100%	$312.9K	—	—	—
Ground Swell Capital, LLC	N/A	—	1,942	-1,942	-100%	$311.4K	—	—	—
Captrust Financial Advisors	N/A	—	1,935	-1,935	-100%	$310.3K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	1,909	-1,909	-100%	$306.1K	—	—	—
Delta Global Management LP	N/A	—	1,825	-1,825	-100%	$292.6K	—	—	—
Graham Capital Management, L.P.	N/A	—	1,822	-1,822	-100%	$292.2K	—	—	—
Evolve Private Wealth, LLC	N/A	—	1,761	-1,761	-100%	$282.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,727	-1,727	-100%	$277.0K	—	—	—
Coldstream Capital Management Inc	N/A	—	1,717	-1,717	-100%	$275.3K	—	—	—
SIG Brokerage, LP	N/A	—	1,701	-1,701	-100%	$272.8K	—	—	—
Harbour Investments, Inc.	N/A	—	1,677	-1,677	-100%	$268.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,647	-1,647	-100%	$264.1K	—	—	—
L2 Asset Management, LLC	N/A	—	1,640	-1,640	-100%	$263.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	1,607	-1,607	-100%	$257.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	1,602	-1,602	-100%	$256.9K	—	—	—
Mirabella Financial Services LLP	N/A	—	1,509	-1,509	-100%	$242.0K	—	—	—
AlphaGrep UK Ltd	N/A	—	1,498	-1,498	-100%	$240.2K	—	—	—
Claret Asset Management Corp	N/A	—	1,441	-1,441	-100%	$231.0K	—	—	—
Frec Markets, Inc.	N/A	—	1,414	-1,414	-100%	$226.7K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	1,413	-1,413	-100%	$226.6K	—	—	—
Guggenheim Capital LLC	N/A	—	1,389	-1,389	-100%	$222.7K	—	—	—
Cetera Investment Advisers	N/A	—	1,377	-1,377	-100%	$220.8K	—	—	—
Penserra Capital Management LLC	N/A	—	1,357	-1,357	-100%	$217.0K	—	—	—
Fiduciary Trust Co	N/A	—	1,355	-1,355	-100%	$217.3K	—	—	—
Brand Asset Management Group, Inc.	N/A	—	1,309	-1,309	-100%	$209.9K	—	—	—
DnB Asset Management AS	N/A	—	1,308	-1,308	-100%	$209.7K	—	—	—
Itau Unibanco Holding S.A.	N/A	—	1,300	-1,300	-100%	$208.5K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,289	-1,289	-100%	$206.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	1,270	-1,270	-100%	$204.0K	—	—	—
Mutual Advisors, LLC	N/A	—	1,262	-1,262	-100%	$202.4K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	1,250	-1,250	-100%	$200.4K	—	—	—
Rothschild Investment LLC	N/A	—	1,158	-1,158	-100%	$185.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,021	-1,021	-100%	$163.9K	—	—	—
Walleye Trading LLC	N/A	—	944	-944	-100%	$151.4K	—	—	—
Advisors Asset Management, Inc.	N/A	—	747	-747	-100%	$119.8K	—	—	—
Huntington National Bank	N/A	—	722	-722	-100%	$115.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	542	-542	-100%	$86.9K	—	—	—
Arax Advisory Partners	N/A	—	534	-534	-100%	$85.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	460	-460	-100%	$73.8K	—	—	—
Quantbot Technologies LP	N/A	—	423	-423	-100%	$67.8K	—	—	—
Caitlin John, LLC	N/A	—	281	-281	-100%	$45.1K	—	—	—
Employees Retirement System of Texas	N/A	—	212	-212	-100%	$34.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	208	-208	-100%	$33.4K	—	—	—
Quarry LP	N/A	—	149	-149	-100%	$23.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	90	-90	-100%	$14.4K	—	—	—
Tidemark, LLC	N/A	—	76	-76	-100%	$12.2K	—	—	—
Bogart Wealth, LLC	N/A	—	73	-73	-100%	$11.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	54	-54	-100%	$8.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	38	-38	-100%	$6.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	25	-25	-100%	$4.5K	—	—	—
BFC Planning, Inc.	N/A	—	25	-25	-100%	$4.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	25	-25	-100%	$4.0K	—	—	—
JPL Wealth Management, LLC	N/A	—	22	-22	-100%	$3.5K	—	—	—
Danske Bank A/S	N/A	—	20	-20	-100%	$3.2K	—	—	—
Kilter Group LLC	N/A	—	19	-19	-100%	$3.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	18	-18	-100%	$2.9K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	15	-15	-100%	$2.4K	—	—	—
Continuum Advisory, LLC	N/A	—	14	-14	-100%	$2.2K	—	—	—
CVA Family Office, LLC	N/A	—	11	-11	-100%	$1.8K	—	—	—
Globeflex Capital L P	N/A	—	11	-11	-100%	$1.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	10	-10	-100%	$1.6K	—	—	—
SouthState Bank Corp	N/A	—	6	-6	-100%	$963	—	—	—
Park Place Capital Corp	N/A	—	6	-6	-100%	$962	—	—	—
Rialto Wealth Management, LLC	N/A	—	2	-2	-100%	$321	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$160	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$160	—	—	—

Showing 431 of 431 institutions