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Artisan Partners Asset MA (APAM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares2,149,354 from 2,258,283
Change-108,929 (-5%)
Value$77.6M (-$343.1K)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,753,025 from 1,742,180
Change+10,845 (+1%)
Value$63.3M (+$3.2M)
Filed 2026-11-04
Wasatch Advisors LP
DECREASED
Shares1,498,094 from 1,704,243
Change-206,149 (-12%)
Value$54.1M (-$4.7M)
Filed 2026-10-13
Channing Capital Management, LLC
DECREASED
Shares1,364,373 from 1,856,106
Change-491,733 (-26%)
Value$49.3M (-$14.8M)
Filed 2026-11-02
Fisher Asset Management, LLC
DECREASED
Shares824,373 from 1,275,352
Change-450,979 (-35%)
Value$29.8M (-$14.3M)
Filed 2026-11-06
Royce & Associates LP
DECREASED
Shares716,066 from 978,485
Change-262,419 (-27%)
Value$25.9M (-$7.9M)
Filed 2026-11-09
Bank of New York Mellon Corp
DECREASED
Shares405,184 from 407,000
Change-1,816 (0%)
Value$14.6M (+$581.6K)
Filed 2026-11-05
Sprott Inc.
UNCHANGED
Shares362,095 from 362,095
Change0 (0%)
Value$13.1M (+$575.7K)
Filed 2026-11-09
Principal Financial Group Inc
DECREASED
Shares341,494 from 345,126
Change-3,632 (-1%)
Value$12.3M (+$417.6K)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares295,252 from 386,069
Change-90,817 (-24%)
Value$10.7M (-$2.7M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares160,921 from 270,959
Change-110,038 (-41%)
Value$5.8M (-$3.5M)
Filed 2026-11-02
Alps Advisors Inc
DECREASED
Shares134,335 from 150,020
Change-15,685 (-10%)
Value$4.9M (-$328.0K)
Filed 2026-11-03
Moody Aldrich Partners LLC
UNCHANGED
Shares113,059 from 113,059
Change0 (0%)
Value$4.1M (+$179.8K)
Filed 2026-10-27
Twelve Points Wealth Management LLC
INCREASED
Shares111,081 from 109,104
Change+1,977 (+2%)
Value$4.1M (+$296.0K)
Filed 2026-11-03
Isthmus Partners, LLC
INCREASED
Shares95,118 from 94,792
Change+326 (+0%)
Value$3.4M (+$162.5K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares91,330 from 102,803
Change-11,473 (-11%)
Value$3.3M (-$250.9K)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares80,663 from 82,844
Change-2,181 (-3%)
Value$2.9M (+$52.9K)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares69,912 from 76,878
Change-6,966 (-9%)
Value$2.5M (-$129.4K)
Filed 2026-11-06
Kestra Investment Management, LLC
DECREASED
Shares67,774 from 68,637
Change-863 (-1%)
Value$2.4M (+$78.0K)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares67,660 from 59,325
Change+8,335 (+14%)
Value$2.4M (+$395.4K)
Filed 2026-11-03
Optimist Retirement Group LLC
INCREASED
Shares62,581 from 60,922
Change+1,659 (+3%)
Value$2.3M (+$156.8K)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
INCREASED
Shares60,423 from 58,215
Change+2,208 (+4%)
Value$2.2M (+$172.0K)
Filed 2026-10-22
Romano Brothers and Company
DECREASED
Shares59,876 from 61,015
Change-1,139 (-2%)
Value$2.2M (+$55.9K)
Filed 2026-10-22
Carolina Wealth Advisors, LLC
INCREASED
Shares57,579 from 56,577
Change+1,002 (+2%)
Value$2.1M (+$126.1K)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares54,118 from 26,774
Change+27,344 (+102%)
Value$2.0M (+$1.0M)
Filed 2026-10-16
MacKenzie Financial Corp
INCREASED
Shares51,285 from 9,380
Change+41,905 (+447%)
Value$1.9M (+$1.5M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares45,155 from 46,619
Change-1,464 (-3%)
Value$1.6M (+$21.0K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares42,387 from 43,837
Change-1,450 (-3%)
Value$1.5M (+$17.3K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares40,553 from 38,903
Change+1,650 (+4%)
Value$1.5M (+$121.0K)
Filed 2026-11-06
Measured Risk Portfolios, Inc.
DECREASED
Shares40,453 from 41,095
Change-642 (-2%)
Value$1.5M (+$42.2K)
Filed 2026-10-21
Illinois Municipal Retirement Fund
DECREASED
Shares38,576 from 40,101
Change-1,525 (-4%)
Value$1.4M (+$8.7K)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares36,367 from 40,915
Change-4,548 (-11%)
Value$1.3M (-$99.2K)
Filed 2026-10-30
Asset Management One Co., Ltd.
DECREASED
Shares35,186 from 38,652
Change-3,466 (-9%)
Value$1.3M (-$63.7K)
Filed 2026-10-27
Morningstar Investment Management LLC
DECREASED
Shares34,032 from 88,669
Change-54,637 (-62%)
Value$1.2M (-$2.0M)
Filed 2026-11-09
Aviance Capital Partners, LLC
INCREASED
Shares33,317 from 33,170
Change+147 (+0%)
Value$1.2M (+$58.0K)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares31,370 from 33,569
Change-2,199 (-7%)
Value$1.1M (-$26.1K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares30,200 from 31,100
Change-900 (-3%)
Value$1.1M (+$16.9K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
DECREASED
Shares29,813 from 35,455
Change-5,642 (-16%)
Value$1.1M (-$147.4K)
Filed 2026-10-20
Provident Investment Management, Inc.
INCREASED
Shares28,085 from 23,875
Change+4,210 (+18%)
Value$1.0M (+$190.0K)
Filed 2026-10-23
State of New Jersey Common Pension Fund D
DECREASED
Shares27,893 from 39,930
Change-12,037 (-30%)
Value$1.0M (-$371.3K)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares24,362 from 25,045
Change-683 (-3%)
Value$880.0K (+$15.0K)
Filed 2026-10-22
Burney Co/
DECREASED
Shares22,801 from 23,999
Change-1,198 (-5%)
Value$823.6K (-$5.1K)
Filed 2026-10-15
State of Alaska, Department of Revenue
DECREASED
Shares22,566 from 34,702
Change-12,136 (-35%)
Value$725.1K (-$471.9K)
Filed 2026-10-15
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares19,566 from 35,527
Change-15,961 (-45%)
Value$706.7K (-$520.0K)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares19,496 from 18,975
Change+521 (+3%)
Value$704.2K (+$49.0K)
Filed 2026-11-03
Assenagon Asset Management S.A.
DECREASED
Shares19,001 from 20,275
Change-1,274 (-6%)
Value$686.3K (-$13.8K)
Filed 2026-10-15
Amalgamated Bank
DECREASED
Shares18,228 from 18,899
Change-671 (-4%)
Value$658.0K (+$5.0K)
Filed 2026-10-23
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares17,870 from 19,021
Change-1,151 (-6%)
Value$645.5K (-$11.3K)
Filed 2026-11-09
Yousif Capital Management, LLC
DECREASED
Shares17,793 from 18,748
Change-955 (-5%)
Value$642.7K (-$4.7K)
Filed 2026-10-22
Amundi
INCREASED
Shares17,697 from 16,222
Change+1,475 (+9%)
Value$639.2K (+$79.1K)
Filed 2026-11-06
Teachers Retirement System of the State of Kentucky
UNCHANGED
Shares17,489 from 17,489
Change0 (0%)
Value$632.0K (+$29.0K)
Filed 2026-11-10
Atria Investments, Inc
INCREASED
Shares17,032 from 16,045
Change+987 (+6%)
Value$615.2K (+$61.2K)
Filed 2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares16,728 from 16,835
Change-107 (-1%)
Value$604.2K (+$22.9K)
Filed 2026-11-03
Greatmark Investment Partners, Inc.
UNCHANGED
Shares16,725 from 16,725
Change0 (0%)
Value$604.1K (+$26.6K)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares16,008 from 10,397
Change+5,611 (+54%)
Value$578.2K (+$219.2K)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
DECREASED
Shares15,902 from 16,102
Change-200 (-1%)
Value$574.4K (+$18.4K)
Filed 2026-10-30
Intech Investment Management LLC
INCREASED
Shares15,659 from 13,718
Change+1,941 (+14%)
Value$565.6K (+$91.9K)
Filed 2026-11-09
Dana Investment Advisors, Inc.
INCREASED
Shares15,505 from 9,741
Change+5,764 (+59%)
Value$560.0K (+$223.7K)
Filed 2026-11-06
Guinness Asset Management LTD
INCREASED
Shares14,536 from 13,250
Change+1,286 (+10%)
Value$525.0K (+$67.5K)
Filed 2026-11-05
Smith Group Asset Management, LLC
INCREASED
Shares13,833 from 13,611
Change+222 (+2%)
Value$499.6K (+$29.7K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares13,275 from 12,081
Change+1,194 (+10%)
Value$480.6K (+$70.2K)
Filed 2026-11-04
Handelsbanken Fonder AB
DECREASED
Shares12,922 from 21,423
Change-8,501 (-40%)
Value$467.0K (-$273.0K)
Filed 2026-11-09
Range Financial Group LLC
INCREASED
Shares12,745 from 12,703
Change+42 (+0%)
Value$460.3K (+$21.7K)
Filed 2026-10-21
Salvus Wealth Management, LLC
INCREASED
Shares12,454 from 9,650
Change+2,804 (+29%)
Value$449.9K (+$116.6K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares12,341 from 7,480
Change+4,861 (+65%)
Value$445.8K (+$187.5K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares12,259 from 9,754
Change+2,505 (+26%)
Value$442.8K (+$106.0K)
Filed 2026-10-30
WBI Investments, LLC
DECREASED
Shares12,019 from 12,090
Change-71 (-1%)
Value$434.1K (+$16.7K)
Filed 2026-11-05
Hendershot Investments Inc.
UNCHANGED
Shares11,475 from 11,475
Change0 (0%)
Value$414.5K (+$18.2K)
Filed 2026-11-05
Strs Ohio
NEW
Shares11,000
Change+11,000
Value$397.3K
Filed 2026-10-30
Bank of Montreal
INCREASED
Shares10,529 from 8,716
Change+1,813 (+21%)
Value$380.3K (+$79.3K)
Filed 2026-11-09
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,349 from 9,568
Change+781 (+8%)
Value$373.8K (+$39.0K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,302 from 8,877
Change+1,425 (+16%)
Value$346.7K (+$22.7K)
Filed 2026-10-13
Pictet Asset Management Holding SA
UNCHANGED
Shares9,914 from 9,914
Change0 (0%)
Value$358.1K (+$15.8K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares9,702 from 9,351
Change+351 (+4%)
Value$350.4K (+$27.5K)
Filed 2026-11-05
Impact Capital Partners LLC
INCREASED
Shares9,410 from 8,752
Change+658 (+8%)
Value$339.9K (+$37.7K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares9,252 from 9,427
Change-175 (-2%)
Value$334.2K (+$8.7K)
Filed 2026-11-03
MQS Management LLC
NEW
Shares8,986
Change+8,986
Value$324.6K
Filed 2026-11-06
Prosperitas Financial LLC
INCREASED
Shares8,979 from 8,193
Change+786 (+10%)
Value$324.3K (+$41.4K)
Filed 2026-10-28
ProShare Advisors LLC
DECREASED
Shares8,918 from 9,275
Change-357 (-4%)
Value$322.1K (+$1.9K)
Filed 2026-10-29
Arga Investment Management, LP
UNCHANGED
Shares8,885 from 8,885
Change0 (0%)
Value$320.9K (+$14.1K)
Filed 2026-10-30
MeadowBrook Investment Advisors LLC
DECREASED
Shares8,836 from 10,106
Change-1,270 (-13%)
Value$304.0K (-$45.0K)
Filed 2026-10-29
Savant Capital, LLC
NEW
Shares8,628
Change+8,628
Value$311.6K
Filed 2026-11-06
Squarepoint Ops LLC
DECREASED
Shares8,290 from 66,967
Change-58,677 (-88%)
Value$299.4K (-$2.0M)
Filed 2026-11-09
Morse Asset Management, Inc
DECREASED
Shares8,235 from 8,435
Change-200 (-2%)
Value$297.4K (+$6.2K)
Filed 2026-11-09
Curated Wealth Partners LLC
DECREASED
Shares8,202 from 9,227
Change-1,025 (-11%)
Value$296.3K (-$22.4K)
Filed 2026-10-15
State of Wyoming
DECREASED
Shares8,130 from 10,619
Change-2,489 (-23%)
Value$293.7K (-$73.0K)
Filed 2026-10-28
Ritholtz Wealth Management
DECREASED
Shares8,117 from 8,416
Change-299 (-4%)
Value$293.2K (+$2.6K)
Filed 2026-11-05
Mutual of America Capital Management LLC
DECREASED
Shares8,101 from 8,131
Change-30 (0%)
Value$292.6K (+$11.8K)
Filed 2026-10-23
IFG Advisory, LLC
DECREASED
Shares7,948 from 9,563
Change-1,615 (-17%)
Value$287.1K (-$43.1K)
Filed 2026-11-09
Choreo, LLC
DECREASED
Shares7,830 from 9,069
Change-1,239 (-14%)
Value$282.8K (-$30.3K)
Filed 2026-10-28
First Citizens Bank & Trust Co
DECREASED
Shares7,225 from 13,073
Change-5,848 (-45%)
Value$261.0K (-$190.4K)
Filed 2026-10-14
D.A. Davidson & Co.
UNCHANGED
Shares6,860 from 6,860
Change0 (0%)
Value$247.8K (+$10.9K)
Filed 2026-10-28
Xponance LLC
DECREASED
Shares6,318 from 6,433
Change-115 (-2%)
Value$228.2K (+$6.1K)
Filed 2026-11-03
Belpointe Asset Management LLC
INCREASED
Shares6,178 from 6,145
Change+33 (+1%)
Value$223.1K (+$11.0K)
Filed 2026-11-09
LBP AM SA
NEW
Shares6,133
Change+6,133
Value$221.5K
Filed 2026-11-06
Crescent Grove Advisors, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$216.7K (+$9.5K)
Filed 2026-10-21
Edgestream Partners, L.P.
DECREASED
Shares5,898 from 114,667
Change-108,769 (-95%)
Value$213.0K (-$3.7M)
Filed 2026-11-10
Park Avenue Securities LLC
NEW
Shares5,856
Change+5,856
Value$212.0K
Filed 2026-10-26
Signaturefd, LLC
DECREASED
Shares5,146 from 6,673
Change-1,527 (-23%)
Value$185.9K (-$44.5K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares4,274 from 4,452
Change-178 (-4%)
Value$154.4K (+$677)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares3,996 from 5,492
Change-1,496 (-27%)
Value$144.3K (-$45.3K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares3,842 from 3,691
Change+151 (+4%)
Value$132.7K (+$5.2K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares3,148 from 2,603
Change+545 (+21%)
Value$113.7K (+$23.8K)
Filed 2026-10-08
Parkside Financial Bank & Trust
INCREASED
Shares3,005 from 2,968
Change+37 (+1%)
Value$108.5K (+$6.1K)
Filed 2026-10-27
Fulcrum Asset Management LLP
DECREASED
Shares2,680 from 46,904
Change-44,224 (-94%)
Value$97.6K (-$1.5M)
Filed 2026-11-04
Acadian Asset Management LLC
NEW
Shares2,357
Change+2,357
Value$85.0K
Filed 2026-11-09
KBC Group NV
UNCHANGED
Shares2,258 from 2,258
Change0 (0%)
Value$82.0K (+$4.0K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares1,793 from 665
Change+1,128 (+170%)
Value$64.8K (+$41.8K)
Filed 2026-10-22
SBI Securities Co., Ltd.
DECREASED
Shares1,752 from 2,021
Change-269 (-13%)
Value$63.3K (-$6.5K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares1,625 from 1,588
Change+37 (+2%)
Value$58.7K (+$3.9K)
Filed 2026-10-08
Versant Capital Management, Inc
DECREASED
Shares1,567 from 1,658
Change-91 (-5%)
Value$56.6K (-$651)
Filed 2026-10-02
Nykredit A/S
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$41.3K (+$1.8K)
Filed 2026-11-06
Covestor Ltd
DECREASED
Shares962 from 1,255
Change-293 (-23%)
Value$35.0K (-$8.0K)
Filed 2026-10-30
Hantz Financial Services, Inc.
INCREASED
Shares948 from 857
Change+91 (+11%)
Value$34.0K (+$34.0K)
Filed 2026-11-09
Caitong International Asset Management Co., Ltd
DECREASED
Shares912 from 1,565
Change-653 (-42%)
Value$32.9K (-$21.1K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares898 from 869
Change+29 (+3%)
Value$32.4K (+$2.4K)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$28.9K (+$1.3K)
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$28.9K (+$1.3K)
Filed 2026-10-14
Harbour Investments, Inc.
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$28.4K (+$1.3K)
Filed 2026-11-09
V-Square Quantitative Management LLC
INCREASED
Shares773 from 733
Change+40 (+5%)
Value$27.9K (+$2.6K)
Filed 2026-10-15
Community Bank, N.A.
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$27.6K (+$1.2K)
Filed 2026-11-06
Towne Trust Company, N.a
UNCHANGED
Shares757 from 757
Change0 (0%)
Value$27.3K (+$1.2K)
Filed 2026-10-28
Bessemer Group Inc
DECREASED
Shares674 from 869
Change-195 (-22%)
Value$16.0K (-$9.0K)
Filed 2026-11-09
UMB Bank, n.a.
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$23.2K (+$1.0K)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares559 from 678
Change-119 (-18%)
Value$20.2K (-$3.2K)
Filed 2026-10-05
Lanark Financial, Inc.
DECREASED
Shares500 from 1,500
Change-1,000 (-67%)
Value$18.1K (-$33.7K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares450 from 282
Change+168 (+60%)
Value$16.2K (+$6.5K)
Filed 2026-11-05
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$16.3K (+$715)
Filed 2026-10-07
Fortitude Family Office, LLC
INCREASED
Shares423 from 136
Change+287 (+211%)
Value$15.3K (+$10.6K)
Filed 2026-10-14
Mather Group, Llc.
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$14.7K (+$647)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares341 from 326
Change+15 (+5%)
Value$12.3K (+$1.1K)
Filed 2026-10-26
Salomon & Ludwin, LLC
NEW
Shares334
Change+334
Value$12.1K
Filed 2026-10-29
Bare Financial Services, Inc
INCREASED
Shares330 from 291
Change+39 (+13%)
Value$11.9K (+$1.9K)
Filed 2026-11-04
Tributary Capital Management, LLC
NEW
Shares303
Change+303
Value$10.9K
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
NEW
Shares300
Change+300
Value$10.8K
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.8K (+$477)
Filed 2026-10-07
Geneos Wealth Management Inc.
INCREASED
Shares295 from 292
Change+3 (+1%)
Value$10.7K (+$590)
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares285
Change+285
Value$10.3K
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares254 from 99
Change+155 (+157%)
Value$9.2K (+$5.8K)
Filed 2026-10-16
Aspect Partners, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$9.0K (+$397)
Filed 2026-10-20
Richardson Capital Management LLC
DECREASED
Shares233 from 513
Change-280 (-55%)
Value$8.4K (-$9.3K)
Filed 2026-10-23
Valley National Advisers Inc
INCREASED
Shares206 from 200
Change+6 (+3%)
Value$7.4K (+$535)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares173 from 125
Change+48 (+38%)
Value$6.2K (+$1.9K)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$6.0K (+$264)
Filed 2026-10-09
Bell Investment Advisors, Inc
INCREASED
Shares146 from 132
Change+14 (+11%)
Value$5.3K (+$716)
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$4.9K (+$217)
Filed 2026-11-04
True Wealth Design, LLC
NEW
Shares134
Change+134
Value$4.8K
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares131 from 120
Change+11 (+9%)
Value$4.7K (+$588)
Filed 2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$4.4K (+$193)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares94
Change+94
Value$3.4K
Filed 2026-10-30
NBH Bank
NEW
Shares89
Change+89
Value$3.2K
Filed 2026-11-05
Farmers & Merchants Investments Inc
INCREASED
Shares70 from 45
Change+25 (+56%)
Value$2.5K (+$974)
Filed 2026-10-22
Friedenthal Financial
NEW
Shares64
Change+64
Value$2.3K
Filed 2026-10-27
Clearstead Advisors, LLC
DECREASED
Shares62 from 74
Change-12 (-16%)
Value$2.2K (-$316)
Filed 2026-11-06
Ares Financial Consulting, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.0K (+$88)
Filed 2026-10-19
JFS Wealth Advisors, LLC
INCREASED
Shares51 from 41
Change+10 (+24%)
Value$1.8K (+$427)
Filed 2026-11-03
Noble Wealth Management PBC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.8K (+$79)
Filed 2026-10-01
Essential Partners LLC
NEW
Shares48
Change+48
Value$1.7K
Filed 2026-10-14
Creative Capital Management Investments LLC
INCREASED
Shares36 from 16
Change+20 (+125%)
Value$1.3K (+$748)
Filed 2026-10-28
Toth Financial Advisory Corp
NEW
Shares30
Change+30
Value$1.1K
Filed 2026-10-08
Avion Wealth
DECREASED
Shares28 from 42
Change-14 (-33%)
Value$1 ($0)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares22
Change+22
Value$794
Filed 2026-11-03
Private Wealth Management Group, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$615 (+$27)
Filed 2026-10-19
Signature Equity Partners, LLC
NEW
Shares15
Change+15
Value$542
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares15
Change+15
Value$558
Filed 2026-11-03
Dogwood Wealth Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$542 (+$24)
Filed 2026-11-09
Zions Bancorporation, National Association
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$542 (+$24)
Filed 2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$506 (-$12)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$0 ($0)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
NEW
Shares12
Change+12
Value$433
Filed 2026-10-16
Davis Capital Management
INCREASED
Shares11 from 4
Change+7 (+175%)
Value$397 (+$259)
Filed 2026-10-08
Proathlete Wealth Management LLC
NEW
Shares9
Change+9
Value$325
Filed 2026-10-15
Arlington Trust Co LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$253 (+$11)
Filed 2026-10-20
Financial Consulate, Inc
NEW
Shares6
Change+6
Value$217
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$217 (+$9)
Filed 2026-10-16
CoreCap Advisors, LLC
NEW
Shares5
Change+5
Value$181
Filed 2026-10-08
TD Private Client Wealth LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$181 (+$8)
Filed 2026-10-28
GHP Investment Advisors, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$109 (+$5)
Filed 2026-10-15
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$79
Filed 2026-10-15
Monetary Solutions, Ltd
NEW
Shares2
Change+2
Value$72
Filed 2026-10-22
DecisionPoint Financial, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$73 (+$5)
Filed 2026-10-27
Cullen T Bankers, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$20 (+$1)
Filed 2026-10-28
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$37 (+$2)
Filed 2026-10-15
Moran Wealth Management, LLC
CLOSED
Shares0 from 46,662
Change-46,662 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-22
Virginia Retirement Systems ET Al
CLOSED
Shares0 from 28,850
Change-28,850 (-100%)
Value$0 (-$996.2K)
Filed 2026-10-28
Natixis
CLOSED
Shares0 from 26,600
Change-26,600 (-100%)
Value$0 (-$918.5K)
Filed 2026-11-06
Wesbanco Bank Inc
CLOSED
Shares0 from 10,131
Change-10,131 (-100%)
Value$0 (-$349.8K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 8,759
Change-8,759 (-100%)
Value$0 (-$302.5K)
Filed 2026-11-02
Juncture Wealth Strategies, LLC
CLOSED
Shares0 from 6,386
Change-6,386 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-06
Highland Investment Advisors LLC
CLOSED
Shares0 from 1,469
Change-1,469 (-100%)
Value$0 (-$50.7K)
Filed 2026-11-09
MCF Advisors LLC
CLOSED
Shares0 from 1,109
Change-1,109 (-100%)
Value$0 (-$38.3K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$32.8K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-23
Kelleher Financial Advisors
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$863)
Filed 2026-11-04
Private Trust Co NA
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$691)
Filed 2026-10-20
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$380)
Filed 2026-10-09
Navigoe, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 11,198,383
Change-11,198,383 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 5,171,453
Change-5,171,453 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,209,313
Change-4,209,313 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,062,850
Change-3,062,850 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,948,649
Change-2,948,649 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,812,323
Change-2,812,323 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 2,466,770
Change-2,466,770 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,982,177
Change-1,982,177 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,729,618
Change-1,729,618 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 872,956
Change-872,956 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 814,071
Change-814,071 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 773,679
Change-773,679 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 760,422
Change-760,422 (-100%)
Value—
UBS Group AG
N/A
Shares— from 697,380
Change-697,380 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 640,424
Change-640,424 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 594,780
Change-594,780 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 591,812
Change-591,812 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 513,655
Change-513,655 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 509,349
Change-509,349 (-100%)
Value—
Capital World Investors
N/A
Shares— from 509,214
Change-509,214 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 485,694
Change-485,694 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 485,567
Change-485,567 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 442,125
Change-442,125 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 440,467
Change-440,467 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 426,937
Change-426,937 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 410,210
Change-410,210 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 385,102
Change-385,102 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 325,748
Change-325,748 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 320,107
Change-320,107 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 310,399
Change-310,399 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 276,132
Change-276,132 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 274,870
Change-274,870 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 266,952
Change-266,952 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 240,579
Change-240,579 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 233,307
Change-233,307 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 229,306
Change-229,306 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 218,782
Change-218,782 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 214,710
Change-214,710 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 196,902
Change-196,902 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 192,195
Change-192,195 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 184,166
Change-184,166 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 170,297
Change-170,297 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 167,571
Change-167,571 (-100%)
Value—
Towle & Co
N/A
Shares— from 167,060
Change-167,060 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 166,553
Change-166,553 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 164,005
Change-164,005 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 163,042
Change-163,042 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 162,644
Change-162,644 (-100%)
Value—
Man Group plc
N/A
Shares— from 153,291
Change-153,291 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 138,557
Change-138,557 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 138,300
Change-138,300 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 135,789
Change-135,789 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 132,190
Change-132,190 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 127,249
Change-127,249 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 122,211
Change-122,211 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 109,294
Change-109,294 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 105,647
Change-105,647 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 95,369
Change-95,369 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 92,415
Change-92,415 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 89,061
Change-89,061 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 85,193
Change-85,193 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 84,346
Change-84,346 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 81,100
Change-81,100 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 80,522
Change-80,522 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 80,326
Change-80,326 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 79,772
Change-79,772 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 79,137
Change-79,137 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 78,435
Change-78,435 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 75,181
Change-75,181 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 71,286
Change-71,286 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 65,346
Change-65,346 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 63,661
Change-63,661 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 61,094
Change-61,094 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 60,193
Change-60,193 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 59,267
Change-59,267 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 51,454
Change-51,454 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 50,305
Change-50,305 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 50,288
Change-50,288 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 49,664
Change-49,664 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 49,506
Change-49,506 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 48,840
Change-48,840 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 43,725
Change-43,725 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 42,878
Change-42,878 (-100%)
Value—
&partners
N/A
Shares— from 42,198
Change-42,198 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 41,975
Change-41,975 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 40,477
Change-40,477 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 40,477
Change-40,477 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 39,445
Change-39,445 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 38,507
Change-38,507 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 38,332
Change-38,332 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 37,607
Change-37,607 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 37,553
Change-37,553 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 36,714
Change-36,714 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 36,573
Change-36,573 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 35,188
Change-35,188 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 34,676
Change-34,676 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 33,499
Change-33,499 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 33,167
Change-33,167 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 32,280
Change-32,280 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 32,222
Change-32,222 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 31,147
Change-31,147 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 30,707
Change-30,707 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 29,700
Change-29,700 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 29,196
Change-29,196 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 29,067
Change-29,067 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 28,049
Change-28,049 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 28,022
Change-28,022 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 27,862
Change-27,862 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 27,246
Change-27,246 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 26,822
Change-26,822 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 26,325
Change-26,325 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 25,837
Change-25,837 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 25,700
Change-25,700 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 25,304
Change-25,304 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 22,755
Change-22,755 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,135
Change-22,135 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 21,899
Change-21,899 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 21,096
Change-21,096 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 21,069
Change-21,069 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 18,985
Change-18,985 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,887
Change-18,887 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,843
Change-18,843 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 18,612
Change-18,612 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 18,208
Change-18,208 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 18,201
Change-18,201 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 17,231
Change-17,231 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 16,678
Change-16,678 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 15,319
Change-15,319 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 14,951
Change-14,951 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,872
Change-14,872 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 14,535
Change-14,535 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 14,371
Change-14,371 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 14,082
Change-14,082 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 13,439
Change-13,439 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 13,109
Change-13,109 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 12,807
Change-12,807 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 12,581
Change-12,581 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 12,525
Change-12,525 (-100%)
Value—
Aviva PLC
N/A
Shares— from 12,179
Change-12,179 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,394
Change-11,394 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 10,786
Change-10,786 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 10,417
Change-10,417 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 9,606
Change-9,606 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 9,232
Change-9,232 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 8,980
Change-8,980 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,896
Change-8,896 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 7,988
Change-7,988 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,941
Change-7,941 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,617
Change-7,617 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,514
Change-7,514 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,831
Change-6,831 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 877
Change-877 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 770
Change-770 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 689
Change-689 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 520
Change-520 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 450
Change-450 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 395
Change-395 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 355
Change-355 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 300
Change-300 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 138
Change-138 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 60
Change-60 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Quarry LP
N/A
Shares— from 29
Change-29 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED2,149,3542,258,283-108,929-5%$78.0M$77.6M-$343.1K2026-11-06
Dimensional Fund Advisors LP
INCREASED1,753,0251,742,180+10,845+1%$60.2M$63.3M+$3.2M2026-11-04
Wasatch Advisors LP
DECREASED1,498,0941,704,243-206,149-12%$58.8M$54.1M-$4.7M2026-10-13
Channing Capital Management, LLC
DECREASED1,364,3731,856,106-491,733-26%$64.1M$49.3M-$14.8M2026-11-02
Fisher Asset Management, LLC
DECREASED824,3731,275,352-450,979-35%$44.0M$29.8M-$14.3M2026-11-06
Royce & Associates LP
DECREASED716,066978,485-262,419-27%$33.8M$25.9M-$7.9M2026-11-09
Bank of New York Mellon Corp
DECREASED405,184407,000-1,8160%$14.1M$14.6M+$581.6K2026-11-05
Sprott Inc.
UNCHANGED362,095362,09500%$12.5M$13.1M+$575.7K2026-11-09
Principal Financial Group Inc
DECREASED341,494345,126-3,632-1%$11.9M$12.3M+$417.6K2026-11-02
Barclays PLC
DECREASED295,252386,069-90,817-24%$13.3M$10.7M-$2.7M2026-11-06
Creative Planning
DECREASED160,921270,959-110,038-41%$9.4M$5.8M-$3.5M2026-11-02
Alps Advisors Inc
DECREASED134,335150,020-15,685-10%$5.2M$4.9M-$328.0K2026-11-03
Moody Aldrich Partners LLC
UNCHANGED113,059113,05900%$3.9M$4.1M+$179.8K2026-10-27
Twelve Points Wealth Management LLC
INCREASED111,081109,104+1,977+2%$3.8M$4.1M+$296.0K2026-11-03
Isthmus Partners, LLC
INCREASED95,11894,792+326+0%$3.3M$3.4M+$162.5K2026-10-21
Citigroup Inc
DECREASED91,330102,803-11,473-11%$3.5M$3.3M-$250.9K2026-11-04
Regions Financial Corp
DECREASED80,66382,844-2,181-3%$2.9M$2.9M+$52.9K2026-11-05
Deutsche Bank Ag\
DECREASED69,91276,878-6,966-9%$2.7M$2.5M-$129.4K2026-11-06
Kestra Investment Management, LLC
DECREASED67,77468,637-863-1%$2.4M$2.4M+$78.0K2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED67,66059,325+8,335+14%$2.0M$2.4M+$395.4K2026-11-03
Optimist Retirement Group LLC
INCREASED62,58160,922+1,659+3%$2.1M$2.3M+$156.8K2026-10-30
Harbor Capital Advisors, Inc.
INCREASED60,42358,215+2,208+4%$2.0M$2.2M+$172.0K2026-10-22
Romano Brothers and Company
DECREASED59,87661,015-1,139-2%$2.1M$2.2M+$55.9K2026-10-22
Carolina Wealth Advisors, LLC
INCREASED57,57956,577+1,002+2%$2.0M$2.1M+$126.1K2026-10-23
Y-Intercept (Hong Kong) Ltd
INCREASED54,11826,774+27,344+102%$924.5K$2.0M+$1.0M2026-10-16
MacKenzie Financial Corp
INCREASED51,2859,380+41,905+447%$323.9K$1.9M+$1.5M2026-11-02
Thrivent Financial for Lutherans
DECREASED45,15546,619-1,464-3%$1.6M$1.6M+$21.0K2026-11-05
LPL Financial LLC
DECREASED42,38743,837-1,450-3%$1.5M$1.5M+$17.3K2026-11-06
Russell Investments Group, Ltd.
INCREASED40,55338,903+1,650+4%$1.3M$1.5M+$121.0K2026-11-06
Measured Risk Portfolios, Inc.
DECREASED40,45341,095-642-2%$1.4M$1.5M+$42.2K2026-10-21
Illinois Municipal Retirement Fund
DECREASED38,57640,101-1,525-4%$1.4M$1.4M+$8.7K2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED36,36740,915-4,548-11%$1.4M$1.3M-$99.2K2026-10-30
Asset Management One Co., Ltd.
DECREASED35,18638,652-3,466-9%$1.3M$1.3M-$63.7K2026-10-27
Morningstar Investment Management LLC
DECREASED34,03288,669-54,637-62%$3.2M$1.2M-$2.0M2026-11-09
Aviance Capital Partners, LLC
INCREASED33,31733,170+147+0%$1.1M$1.2M+$58.0K2026-10-29
Fifth Third Bancorp
DECREASED31,37033,569-2,199-7%$1.2M$1.1M-$26.1K2026-11-05
Louisiana State Employees Retirement System
DECREASED30,20031,100-900-3%$1.1M$1.1M+$16.9K2026-10-20
Nisa Investment Advisors, LLC
DECREASED29,81335,455-5,642-16%$1.2M$1.1M-$147.4K2026-10-20
Provident Investment Management, Inc.
INCREASED28,08523,875+4,210+18%$824.4K$1.0M+$190.0K2026-10-23
State of New Jersey Common Pension Fund D
DECREASED27,89339,930-12,037-30%$1.4M$1.0M-$371.3K2026-11-05
New York State Teachers Retirement System
DECREASED24,36225,045-683-3%$865.0K$880.0K+$15.0K2026-10-22
Burney Co/
DECREASED22,80123,999-1,198-5%$828.7K$823.6K-$5.1K2026-10-15
State of Alaska, Department of Revenue
DECREASED22,56634,702-12,136-35%$1.2M$725.1K-$471.9K2026-10-15
Hennion & Walsh Asset Management, Inc.
DECREASED19,56635,527-15,961-45%$1.2M$706.7K-$520.0K2026-10-13
Arizona State Retirement System
INCREASED19,49618,975+521+3%$655.2K$704.2K+$49.0K2026-11-03
Assenagon Asset Management S.A.
DECREASED19,00120,275-1,274-6%$700.1K$686.3K-$13.8K2026-10-15
Amalgamated Bank
DECREASED18,22818,899-671-4%$653.0K$658.0K+$5.0K2026-10-23
Police & Firemen's Retirement System of New Jersey
DECREASED17,87019,021-1,151-6%$656.8K$645.5K-$11.3K2026-11-09
Yousif Capital Management, LLC
DECREASED17,79318,748-955-5%$647.4K$642.7K-$4.7K2026-10-22
Amundi
INCREASED17,69716,222+1,475+9%$560.1K$639.2K+$79.1K2026-11-06
Teachers Retirement System of the State of Kentucky
UNCHANGED17,48917,48900%$603.0K$632.0K+$29.0K2026-11-10
Atria Investments, Inc
INCREASED17,03216,045+987+6%$554.0K$615.2K+$61.2K2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED16,72816,835-107-1%$581.3K$604.2K+$22.9K2026-11-03
Greatmark Investment Partners, Inc.
UNCHANGED16,72516,72500%$577.5K$604.1K+$26.6K2026-10-28
Maryland State Retirement & Pension System
INCREASED16,00810,397+5,611+54%$359.0K$578.2K+$219.2K2026-11-05
Oregon Public Employees Retirement Fund
DECREASED15,90216,102-200-1%$556.0K$574.4K+$18.4K2026-10-30
Intech Investment Management LLC
INCREASED15,65913,718+1,941+14%$473.7K$565.6K+$91.9K2026-11-09
Dana Investment Advisors, Inc.
INCREASED15,5059,741+5,764+59%$336.4K$560.0K+$223.7K2026-11-06
Guinness Asset Management LTD
INCREASED14,53613,250+1,286+10%$457.5K$525.0K+$67.5K2026-11-05
Smith Group Asset Management, LLC
INCREASED13,83313,611+222+2%$470.0K$499.6K+$29.7K2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED13,27512,081+1,194+10%$410.4K$480.6K+$70.2K2026-11-04
Handelsbanken Fonder AB
DECREASED12,92221,423-8,501-40%$740.0K$467.0K-$273.0K2026-11-09
Range Financial Group LLC
INCREASED12,74512,703+42+0%$438.6K$460.3K+$21.7K2026-10-21
Salvus Wealth Management, LLC
INCREASED12,4549,650+2,804+29%$333.2K$449.9K+$116.6K2026-10-13
Kestra Advisory Services, LLC
INCREASED12,3417,480+4,861+65%$258.3K$445.8K+$187.5K2026-11-02
Truist Financial Corp
INCREASED12,2599,754+2,505+26%$336.8K$442.8K+$106.0K2026-10-30
WBI Investments, LLC
DECREASED12,01912,090-71-1%$417.5K$434.1K+$16.7K2026-11-05
Hendershot Investments Inc.
UNCHANGED11,47511,47500%$396.2K$414.5K+$18.2K2026-11-05
Strs Ohio
NEW11,000—+11,000——$397.3K—2026-10-30
Bank of Montreal
INCREASED10,5298,716+1,813+21%$301.0K$380.3K+$79.3K2026-11-09
B. Riley Wealth Advisors, Inc.
INCREASED10,3499,568+781+8%$334.8K$373.8K+$39.0K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED10,3028,877+1,425+16%$323.9K$346.7K+$22.7K2026-10-13
Pictet Asset Management Holding SA
UNCHANGED9,9149,91400%$342.3K$358.1K+$15.8K2026-11-03
US Bancorp \de\
INCREASED9,7029,351+351+4%$322.9K$350.4K+$27.5K2026-11-05
Impact Capital Partners LLC
INCREASED9,4108,752+658+8%$302.2K$339.9K+$37.7K2026-10-22
Parallel Advisors, LLC
DECREASED9,2529,427-175-2%$325.5K$334.2K+$8.7K2026-11-03
MQS Management LLC
NEW8,986—+8,986——$324.6K—2026-11-06
Prosperitas Financial LLC
INCREASED8,9798,193+786+10%$282.9K$324.3K+$41.4K2026-10-28
ProShare Advisors LLC
DECREASED8,9189,275-357-4%$320.3K$322.1K+$1.9K2026-10-29
Arga Investment Management, LP
UNCHANGED8,8858,88500%$306.8K$320.9K+$14.1K2026-10-30
MeadowBrook Investment Advisors LLC
DECREASED8,83610,106-1,270-13%$349.0K$304.0K-$45.0K2026-10-29
Savant Capital, LLC
NEW8,628—+8,628——$311.6K—2026-11-06
Squarepoint Ops LLC
DECREASED8,29066,967-58,677-88%$2.3M$299.4K-$2.0M2026-11-09
Morse Asset Management, Inc
DECREASED8,2358,435-200-2%$291.3K$297.4K+$6.2K2026-11-09
Curated Wealth Partners LLC
DECREASED8,2029,227-1,025-11%$318.6K$296.3K-$22.4K2026-10-15
State of Wyoming
DECREASED8,13010,619-2,489-23%$366.7K$293.7K-$73.0K2026-10-28
Ritholtz Wealth Management
DECREASED8,1178,416-299-4%$290.6K$293.2K+$2.6K2026-11-05
Mutual of America Capital Management LLC
DECREASED8,1018,131-300%$280.8K$292.6K+$11.8K2026-10-23
IFG Advisory, LLC
DECREASED7,9489,563-1,615-17%$330.2K$287.1K-$43.1K2026-11-09
Choreo, LLC
DECREASED7,8309,069-1,239-14%$313.1K$282.8K-$30.3K2026-10-28
First Citizens Bank & Trust Co
DECREASED7,22513,073-5,848-45%$451.4K$261.0K-$190.4K2026-10-14
D.A. Davidson & Co.
UNCHANGED6,8606,86000%$236.9K$247.8K+$10.9K2026-10-28
Xponance LLC
DECREASED6,3186,433-115-2%$222.1K$228.2K+$6.1K2026-11-03
Belpointe Asset Management LLC
INCREASED6,1786,145+33+1%$212.2K$223.1K+$11.0K2026-11-09
LBP AM SA
NEW6,133—+6,133——$221.5K—2026-11-06
Crescent Grove Advisors, LLC
UNCHANGED6,0006,00000%$207.2K$216.7K+$9.5K2026-10-21
Edgestream Partners, L.P.
DECREASED5,898114,667-108,769-95%$4.0M$213.0K-$3.7M2026-11-10
Park Avenue Securities LLC
NEW5,856—+5,856——$212.0K—2026-10-26
Signaturefd, LLC
DECREASED5,1466,673-1,527-23%$230.4K$185.9K-$44.5K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED4,2744,452-178-4%$153.7K$154.4K+$6772026-11-04
PNC Financial Services Group, Inc.
DECREASED3,9965,492-1,496-27%$189.7K$144.3K-$45.3K2026-11-06
Allworth Financial LP
INCREASED3,8423,691+151+4%$127.5K$132.7K+$5.2K2026-11-06
Farther Finance Advisors, LLC
INCREASED3,1482,603+545+21%$89.9K$113.7K+$23.8K2026-10-08
Parkside Financial Bank & Trust
INCREASED3,0052,968+37+1%$102.5K$108.5K+$6.1K2026-10-27
Fulcrum Asset Management LLP
DECREASED2,68046,904-44,224-94%$1.6M$97.6K-$1.5M2026-11-04
Acadian Asset Management LLC
NEW2,357—+2,357——$85.0K—2026-11-09
KBC Group NV
UNCHANGED2,2582,25800%$78.0K$82.0K+$4.0K2026-10-22
Sterling Capital Management LLC
INCREASED1,793665+1,128+170%$23.0K$64.8K+$41.8K2026-10-22
SBI Securities Co., Ltd.
DECREASED1,7522,021-269-13%$69.8K$63.3K-$6.5K2026-10-22
Gamma Investing LLC
INCREASED1,6251,588+37+2%$54.8K$58.7K+$3.9K2026-10-08
Versant Capital Management, Inc
DECREASED1,5671,658-91-5%$57.3K$56.6K-$6512026-10-02
Nykredit A/S
UNCHANGED1,1441,14400%$39.5K$41.3K+$1.8K2026-11-06
Covestor Ltd
DECREASED9621,255-293-23%$43.0K$35.0K-$8.0K2026-10-30
Hantz Financial Services, Inc.
INCREASED948857+91+11%$30$34.0K+$34.0K2026-11-09
Caitong International Asset Management Co., Ltd
DECREASED9121,565-653-42%$54.0K$32.9K-$21.1K2026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED898869+29+3%$30.0K$32.4K+$2.4K2026-10-27
Trust Co of Vermont
UNCHANGED80080000%$27.6K$28.9K+$1.3K2026-10-21
Triumph Capital Management
UNCHANGED80080000%$27.6K$28.9K+$1.3K2026-10-14
Harbour Investments, Inc.
UNCHANGED78778700%$27.2K$28.4K+$1.3K2026-11-09
V-Square Quantitative Management LLC
INCREASED773733+40+5%$25.3K$27.9K+$2.6K2026-10-15
Community Bank, N.A.
UNCHANGED76376300%$26.3K$27.6K+$1.2K2026-11-06
Towne Trust Company, N.a
UNCHANGED75775700%$26.1K$27.3K+$1.2K2026-10-28
Bessemer Group Inc
DECREASED674869-195-22%$25.0K$16.0K-$9.0K2026-11-09
UMB Bank, n.a.
UNCHANGED64264200%$22.2K$23.2K+$1.0K2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED559678-119-18%$23.4K$20.2K-$3.2K2026-10-05
Lanark Financial, Inc.
DECREASED5001,500-1,000-67%$51.8K$18.1K-$33.7K2026-10-26
Larson Financial Group LLC
INCREASED450282+168+60%$9.7K$16.2K+$6.5K2026-11-05
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED45045000%$15.5K$16.3K+$7152026-10-07
Fortitude Family Office, LLC
INCREASED423136+287+211%$4.7K$15.3K+$10.6K2026-10-14
Mather Group, Llc.
UNCHANGED40740700%$14.1K$14.7K+$6472026-10-14
SJS Investment Consulting Inc.
INCREASED341326+15+5%$11.3K$12.3K+$1.1K2026-10-26
Salomon & Ludwin, LLC
NEW334—+334——$12.1K—2026-10-29
Bare Financial Services, Inc
INCREASED330291+39+13%$10.0K$11.9K+$1.9K2026-11-04
Tributary Capital Management, LLC
NEW303—+303——$10.9K—2026-10-28
Cassaday & Co Wealth Management LLC
NEW300—+300——$10.8K—2026-10-27
First Community Trust NA
UNCHANGED30030000%$10.4K$10.8K+$4772026-10-07
Geneos Wealth Management Inc.
INCREASED295292+3+1%$10.1K$10.7K+$5902026-11-09
Root Financial Partners, LLC
NEW285—+285——$10.3K—2026-10-21
IFP Advisors, Inc
INCREASED25499+155+157%$3.4K$9.2K+$5.8K2026-10-16
Aspect Partners, LLC
UNCHANGED25025000%$8.6K$9.0K+$3972026-10-20
Richardson Capital Management LLC
DECREASED233513-280-55%$17.7K$8.4K-$9.3K2026-10-23
Valley National Advisers Inc
INCREASED206200+6+3%$6.9K$7.4K+$5352026-10-23
Silver Grove Financial Group, Inc.
INCREASED173125+48+38%$4.3K$6.2K+$1.9K2026-11-05
Marquette Asset Management, LLC
UNCHANGED16616600%$5.7K$6.0K+$2642026-10-09
Bell Investment Advisors, Inc
INCREASED146132+14+11%$4.6K$5.3K+$7162026-10-29
Gables Capital Management Inc.
UNCHANGED13713700%$4.7K$4.9K+$2172026-11-04
True Wealth Design, LLC
NEW134—+134——$4.8K—2026-10-13
Assetmark, Inc
INCREASED131120+11+9%$4.1K$4.7K+$5882026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED12112100%$4.2K$4.4K+$1932026-11-05
Provenance Wealth Advisors, LLC
NEW94—+94——$3.4K—2026-10-30
NBH Bank
NEW89—+89——$3.2K—2026-11-05
Farmers & Merchants Investments Inc
INCREASED7045+25+56%$1.6K$2.5K+$9742026-10-22
Friedenthal Financial
NEW64—+64——$2.3K—2026-10-27
Clearstead Advisors, LLC
DECREASED6274-12-16%$2.6K$2.2K-$3162026-11-06
Ares Financial Consulting, LLC
UNCHANGED555500%$1.9K$2.0K+$882026-10-19
JFS Wealth Advisors, LLC
INCREASED5141+10+24%$1.4K$1.8K+$4272026-11-03
Noble Wealth Management PBC
UNCHANGED505000%$1.7K$1.8K+$792026-10-01
Essential Partners LLC
NEW48—+48——$1.7K—2026-10-14
Creative Capital Management Investments LLC
INCREASED3616+20+125%$552$1.3K+$7482026-10-28
Toth Financial Advisory Corp
NEW30—+30——$1.1K—2026-10-08
Avion Wealth
DECREASED2842-14-33%$1$1$02026-11-04
Ascentis Wealth Management, LLC
NEW22—+22——$794—2026-11-03
Private Wealth Management Group, LLC
UNCHANGED171700%$588$615+$272026-10-19
Signature Equity Partners, LLC
NEW15—+15——$542—2026-10-29
Ascentis Independent Advisors
NEW15—+15——$558—2026-11-03
Dogwood Wealth Management LLC
UNCHANGED151500%$518$542+$242026-11-09
Zions Bancorporation, National Association
UNCHANGED151500%$518$542+$242026-11-06
Bay Harbor Wealth Management, LLC
DECREASED1415-1-7%$518$506-$122026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED131300%$0$0$02026-10-27
Pension & Wealth Management Advisors, Inc.
NEW12—+12——$433—2026-10-16
Davis Capital Management
INCREASED114+7+175%$138$397+$2592026-10-08
Proathlete Wealth Management LLC
NEW9—+9——$325—2026-10-15
Arlington Trust Co LLC
UNCHANGED7700%$242$253+$112026-10-20
Financial Consulate, Inc
NEW6—+6——$217—2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED6600%$208$217+$92026-10-16
CoreCap Advisors, LLC
NEW5—+5——$181—2026-10-08
TD Private Client Wealth LLC
UNCHANGED5500%$173$181+$82026-10-28
GHP Investment Advisors, Inc.
UNCHANGED3300%$104$109+$52026-10-15
Blue Trust, Inc.
NEW2—+2——$79—2026-10-15
Monetary Solutions, Ltd
NEW2—+2——$72—2026-10-22
DecisionPoint Financial, LLC
UNCHANGED2200%$68$73+$52026-10-27
Cullen T Bankers, Inc.
UNCHANGED1100%$19$20+$12026-10-28
Maryland Capital Advisors Inc.
UNCHANGED1100%$35$37+$22026-10-15
Moran Wealth Management, LLC
CLOSED046,662-46,662-100%$1.6M$0-$1.6M2026-10-22
Virginia Retirement Systems ET Al
CLOSED028,850-28,850-100%$996.2K$0-$996.2K2026-10-28
Natixis
CLOSED026,600-26,600-100%$918.5K$0-$918.5K2026-11-06
Wesbanco Bank Inc
CLOSED010,131-10,131-100%$349.8K$0-$349.8K2026-11-04
Commonwealth Equity Services, LLC
CLOSED08,759-8,759-100%$302.5K$0-$302.5K2026-11-02
Juncture Wealth Strategies, LLC
CLOSED06,386-6,386-100%$220.5K$0-$220.5K2026-10-06
Highland Investment Advisors LLC
CLOSED01,469-1,469-100%$50.7K$0-$50.7K2026-11-09
MCF Advisors LLC
CLOSED01,109-1,109-100%$38.3K$0-$38.3K2026-10-28
Institute for Wealth Management, Llc.
CLOSED0950-950-100%$32.8K$0-$32.8K2026-11-06
LifeSteps Financial, Inc.
CLOSED080-80-100%$2.8K$0-$2.8K2026-10-15
Stone House Investment Management, LLC
CLOSED051-51-100%$1.8K$0-$1.8K2026-10-23
Kelleher Financial Advisors
CLOSED050-50-100%$1.7K$0-$1.7K2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED025-25-100%$863$0-$8632026-11-04
Private Trust Co NA
CLOSED020-20-100%$691$0-$6912026-10-20
Gilpin Wealth Management, LLC
CLOSED011-11-100%$380$0-$3802026-10-09
Navigoe, LLC
CLOSED03-3-100%$0$0$02026-11-04
BlackRock, Inc.
N/A—11,198,383-11,198,383-100%$386.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—5,171,453-5,171,453-100%$178.6M———
Vanguard Portfolio Management LLC
N/A—4,209,313-4,209,313-100%$145.3M———
Vanguard Capital Management LLC
N/A—3,062,850-3,062,850-100%$105.8M———
State Street Corp
N/A—2,948,649-2,948,649-100%$101.8M———
Charles Schwab Investment Management Inc
N/A—2,812,323-2,812,323-100%$97.1M———
Vaughan Nelson Investment Management, L.P.
N/A—2,466,770-2,466,770-100%$85.2M———
Morgan Stanley
N/A—1,982,177-1,982,177-100%$68.4M———
Victory Capital Management Inc
N/A—1,729,618-1,729,618-100%$59.7M———
Northern Trust Corp
N/A—872,956-872,956-100%$30.1M———
Goldman Sachs Group Inc
N/A—814,071-814,071-100%$28.1M———
Federated Hermes, Inc.
N/A—773,679-773,679-100%$26.7M———
Citadel Advisors LLC
N/A—760,422-760,422-100%$26.3M———
UBS Group AG
N/A—697,380-697,380-100%$24.1M———
Wells Fargo & Company
N/A—640,424-640,424-100%$22.1M———
Punch & Associates Investment Management, Inc.
N/A—594,780-594,780-100%$20.5M———
Invesco Ltd.
N/A—591,812-591,812-100%$20.4M———
D. E. Shaw & Co., Inc.
N/A—513,655-513,655-100%$17.7M———
Public Sector Pension Investment Board
N/A—509,349-509,349-100%$17.6M———
Capital World Investors
N/A—509,214-509,214-100%$17.6M———
Vanguard Fiduciary Trust Co
N/A—485,694-485,694-100%$16.8M———
New York State Common Retirement Fund
N/A—485,567-485,567-100%$16.8M———
Natixis Advisors, LLC
N/A—442,125-442,125-100%$15.3M———
Nuveen, LLC
N/A—440,467-440,467-100%$15.2M———
Crawford Investment Counsel Inc
N/A—426,937-426,937-100%$14.7M———
Raymond James Financial Inc
N/A—410,210-410,210-100%$14.2M———
Tudor Investment Corp ET AL
N/A—385,102-385,102-100%$13.3M———
Renaissance Technologies LLC
N/A—325,748-325,748-100%$11.2M———
Voloridge Investment Management, LLC
N/A—320,107-320,107-100%$11.1M———
Millennium Management LLC
N/A—310,399-310,399-100%$10.7M———
Bank of America Corp
N/A—276,132-276,132-100%$9.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—274,870-274,870-100%$9.5M———
Jump Financial, LLC
N/A—266,952-266,952-100%$9.2M———
Point72 Asset Management, L.P.
N/A—240,579-240,579-100%$8.3M———
Two Sigma Investments, LP
N/A—233,307-233,307-100%$8.1M———
Qube Research & Technologies Ltd
N/A—229,306-229,306-100%$7.9M———
AQR Capital Management LLC
N/A—218,782-218,782-100%$7.6M———
Ameriprise Financial Inc
N/A—214,710-214,710-100%$7.4M———
Franklin Resources Inc
N/A—196,902-196,902-100%$6.8M———
Legal & General Group Plc
N/A—192,195-192,195-100%$6.6M———
Royal Bank of Canada
N/A—184,166-184,166-100%$6.4M———
American Century Companies Inc
N/A—170,297-170,297-100%$5.9M———
Teacher Retirement System of Texas
N/A—167,571-167,571-100%$5.8M———
Towle & Co
N/A—167,060-167,060-100%$5.8M———
Rhumbline Advisers
N/A—166,553-166,553-100%$5.8M———
SEI Investments Co
N/A—164,005-164,005-100%$5.7M———
First Trust Advisors LP
N/A—163,042-163,042-100%$5.6M———
UBS Asset Management Americas LLC
N/A—162,644-162,644-100%$5.6M———
Man Group plc
N/A—153,291-153,291-100%$5.3M———
Vestcor Inc
N/A—138,557-138,557-100%$4.8M———
Swiss National Bank
N/A—138,300-138,300-100%$4.8M———
Captrust Financial Advisors
N/A—135,789-135,789-100%$4.7M———
Algert Global LLC
N/A—132,190-132,190-100%$4.6M———
Empowered Funds, LLC
N/A—127,249-127,249-100%$4.4M———
Ruffer LLP
N/A—122,211-122,211-100%$4.2M———
Envestnet Asset Management Inc
N/A—109,294-109,294-100%$3.8M———
BNP Paribas Asset Management Holding S.A.
N/A—105,647-105,647-100%$3.6M———
Price T Rowe Associates Inc
N/A—95,369-95,369-100%$3.3M———
Holocene Advisors, LP
N/A—92,415-92,415-100%$3.2M———
JPMorgan Chase & Co
N/A—89,061-89,061-100%$3.2M———
Navellier & Associates Inc
N/A—85,193-85,193-100%$2.9M———
Brevan Howard Capital Management LP
N/A—84,346-84,346-100%$2.9M———
HRT Financial LP
N/A—81,100-81,100-100%$2.8M———
Alliancebernstein L.P.
N/A—80,522-80,522-100%$2.9M———
Pathstone Holdings, LLC
N/A—80,326-80,326-100%$2.8M———
BNP Paribas Financial Markets
N/A—79,772-79,772-100%$2.8M———
California State Teachers Retirement System
N/A—79,137-79,137-100%$2.7M———
Prudential Financial Inc
N/A—78,435-78,435-100%$2.7M———
ExodusPoint Capital Management, LP
N/A—75,181-75,181-100%$2.6M———
Callan Family Office, LLC
N/A—71,286-71,286-100%$2.5M———
Quantbot Technologies LP
N/A—65,346-65,346-100%$2.3M———
Mercer Global Advisors Inc
N/A—63,661-63,661-100%$2.2M———
Vanguard Asset Management, Ltd
N/A—61,094-61,094-100%$2.1M———
Orion Porfolio Solutions, LLC
N/A—60,193-60,193-100%$2.1M———
Canada Life Assurance Co
N/A—59,267-59,267-100%$2.0M———
Vident Advisory, LLC
N/A—51,454-51,454-100%$1.8M———
Arrowstreet Capital, Limited Partnership
N/A—50,305-50,305-100%$1.7M———
Osaic Holdings, Inc.
N/A—50,288-50,288-100%$1.7M———
HSBC Holdings PLC
N/A—49,664-49,664-100%$1.7M———
Voya Investment Management LLC
N/A—49,506-49,506-100%$1.7M———
Quantinno Capital Management LP
N/A—48,840-48,840-100%$1.7M———
SIT Investment Associates Inc
N/A—43,725-43,725-100%$1.5M———
Operose Advisors LLC
N/A—42,878-42,878-100%$1.5M———
&partners
N/A—42,198-42,198-100%$1.5M———
Cresset Asset Management, LLC
N/A—41,975-41,975-100%$1.4M———
Macquarie Group LTD
N/A—40,477-40,477-100%$1.4M———
Nomura Asset Management International Inc.
N/A—40,477-40,477-100%$1.4M———
Stifel Financial Corp
N/A—39,445-39,445-100%$1.4M———
EntryPoint Capital, LLC
N/A—38,507-38,507-100%$1.3M———
Cetera Investment Advisers
N/A—38,332-38,332-100%$1.3M———
XTX Topco Ltd
N/A—37,607-37,607-100%$1.3M———
MetLife Investment Management, LLC
N/A—37,553-37,553-100%$1.3M———
NewEdge Wealth, LLC
N/A—36,714-36,714-100%$1.3M———
Vestmark Advisory Solutions, Inc.
N/A—36,573-36,573-100%$1.3M———
Atom Investors LP
N/A—35,188-35,188-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—34,676-34,676-100%$1.2M———
QRG Capital Management, Inc.
N/A—33,499-33,499-100%$1.2M———
O'shaughnessy Asset Management, LLC
N/A—33,167-33,167-100%$1.1M———
Winton Group Ltd
N/A—32,280-32,280-100%$1.1M———
Manufacturers Life Insurance Company, the
N/A—32,222-32,222-100%$1.1M———
Vanguard Personalized Indexing Management, LLC
N/A—31,147-31,147-100%$1.1M———
Mirabella Financial Services LLP
N/A—30,707-30,707-100%$1.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—29,700-29,700-100%$1.0M———
Tidal Investments LLC
N/A—29,196-29,196-100%$1.0M———
Keystone Financial Group
N/A—29,067-29,067-100%$1.0M———
GSA Capital Partners LLP
N/A—28,049-28,049-100%$969.0K———
Rockefeller Capital Management L.P.
N/A—28,022-28,022-100%$967.6K———
Jupiter Topco LLC
N/A—27,862-27,862-100%$961.7K———
Vanguard Global Advisers, LLC
N/A—27,246-27,246-100%$940.8K———
Mutual Advisors, LLC
N/A—26,822-26,822-100%$926.2K———
Kingsview Wealth Management, LLC
N/A—26,325-26,325-100%$909.0K———
State of Tennessee, Department of Treasury
N/A—25,837-25,837-100%$892.2K———
KLP Kapitalforvaltning AS
N/A—25,700-25,700-100%$887.4K———
Inceptionr LLC
N/A—25,304-25,304-100%$873.7K———
Entropy Technologies, LP
N/A—22,755-22,755-100%$785.7K———
Cerity Partners LLC
N/A—22,135-22,135-100%$764.3K———
Dark Forest Capital Management LP
N/A—21,899-21,899-100%$756.2K———
Graham Capital Management, L.P.
N/A—21,096-21,096-100%$728.4K———
Campbell & Co Investment Adviser LLC
N/A—21,069-21,069-100%$727.5K———
Canada Pension Plan Investment Board
N/A—20,100-20,100-100%$694.1K———
Bridgeway Capital Management, LLC
N/A—19,000-19,000-100%$656.1K———
SummitTX Capital, L.P.
N/A—18,985-18,985-100%$655.6K———
FMR LLC
N/A—18,887-18,887-100%$652.2K———
Susquehanna International Group, LLP
N/A—18,843-18,843-100%$650.6K———
Vanguard Investments Australia, Ltd.
N/A—18,612-18,612-100%$642.7K———
Marshall Wace, LLP
N/A—18,208-18,208-100%$628.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—18,201-18,201-100%$628.5K———
State Board of Administration of Florida Retirement System
N/A—17,501-17,501-100%$604.3K———
OneDigital Investment Advisors LLC
N/A—17,231-17,231-100%$595.0K———
SG Americas Securities, LLC
N/A—16,678-16,678-100%$576.0K———
Envestnet Portfolio Solutions, Inc.
N/A—15,319-15,319-100%$529.0K———
Neuberger Berman Group LLC
N/A—14,951-14,951-100%$516.3K———
Mariner, LLC
N/A—14,872-14,872-100%$513.5K———
Elo Mutual Pension Insurance Co
N/A—14,594-14,594-100%$503.9K———
Bradley Foster & Sargent Inc
N/A—14,535-14,535-100%$501.9K———
Mangrove Partners IM, LLC
N/A—14,371-14,371-100%$496.2K———
Engineers Gate Manager LP
N/A—14,200-14,200-100%$490.3K———
OAK Associates LTD
N/A—14,082-14,082-100%$486.3K———
Aquatic Capital Management LLC
N/A—13,439-13,439-100%$464.0K———
Ironwood Investment Management LLC
N/A—13,109-13,109-100%$452.7K———
FOX RUN Management, L.L.C.
N/A—12,807-12,807-100%$442.2K———
Schonfeld Strategic Advisors LLC
N/A—12,581-12,581-100%$434.4K———
Baird Financial Group, Inc.
N/A—12,525-12,525-100%$432.5K———
Aviva PLC
N/A—12,179-12,179-100%$420.5K———
Capstone Investment Advisors, LLC
N/A—11,547-11,547-100%$398.7K———
Advisory Services Network, LLC
N/A—11,394-11,394-100%$393.4K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—10,786-10,786-100%$372.4K———
JMN Financial LLC
N/A—10,417-10,417-100%$359.7K———
Dynamic Technology Lab Private Ltd
N/A—9,606-9,606-100%$332.0K———
State of Wisconsin Investment Board
N/A—9,232-9,232-100%$318.8K———
HighTower Advisors, LLC
N/A—9,043-9,043-100%$312.3K———
Peak6 LLC
N/A—8,980-8,980-100%$310.1K———
Inspire Advisors, LLC
N/A—8,896-8,896-100%$307.2K———
Twinbeech Capital LP
N/A—8,758-8,758-100%$302.4K———
Mosaic Family Wealth Partners, LLC
N/A—8,139-8,139-100%$281.0K———
Public Employees Retirement Association of Colorado
N/A—7,988-7,988-100%$276.0K———
MML Investors Services, LLC
N/A—7,941-7,941-100%$274.2K———
Caprock Group, LLC
N/A—7,617-7,617-100%$263.0K———
National Bank of Canada
N/A—7,514-7,514-100%$259.3K———
Ausdal Financial Partners, Inc.
N/A—7,043-7,043-100%$243.2K———
Steward Partners Investment Advisory, LLC
N/A—6,831-6,831-100%$235.9K———
World Investment Advisors
N/A—6,545-6,545-100%$236.5K———
Caisse DES Depots ET Consignations
N/A—6,133-6,133-100%$211.8K———
Ameritas Investment Partners, Inc.
N/A—5,853-5,853-100%$202.1K———
Jones Financial Companies Lllp
N/A—4,982-4,982-100%$177.2K———
LOS Angeles Capital Management LLC
N/A—4,514-4,514-100%$155.9K———
Ensign Peak Advisors, Inc
N/A—3,172-3,172-100%$109.5K———
Tower Research Capital LLC (TRC)
N/A—3,154-3,154-100%$108.9K———
WealthCollab, LLC
N/A—2,360-2,360-100%$81.5K———
Arax Advisory Partners
N/A—2,036-2,036-100%$70.3K———
SHP Wealth Management
N/A—1,665-1,665-100%$57.5K———
Public Employees Retirement System of Ohio
N/A—1,520-1,520-100%$52.5K———
Group One Trading LLC
N/A—1,492-1,492-100%$51.5K———
Atlantic Union Bankshares Corp
N/A—1,275-1,275-100%$44.0K———
Whittier Trust Co of Nevada Inc
N/A—1,212-1,212-100%$43.7K———
Huntington National Bank
N/A—1,043-1,043-100%$36.0K———
Global Retirement Partners, LLC
N/A—927-927-100%$32.0K———
Advisors Asset Management, Inc.
N/A—877-877-100%$30.3K———
Nomura Asset Management Co LTD
N/A—770-770-100%$26.6K———
Optiver Holding B.V.
N/A—689-689-100%$23.8K———
Measured Wealth Private Client Group, LLC
N/A—685-685-100%$23.7K———
Smartleaf Asset Management LLC
N/A—681-681-100%$23.8K———
Kemnay Advisory Services Inc.
N/A—520-520-100%$18.0K———
Northwestern Mutual Wealth Management Co
N/A—450-450-100%$15.5K———
Kilter Group LLC
N/A—403-403-100%$13.9K———
CoreFirst Bank & Trust
N/A—395-395-100%$13.6K———
HM Payson & Co
N/A—355-355-100%$12.3K———
Core Alternative Capital
N/A—300-300-100%$10.4K———
LRI Investments, LLC
N/A—290-290-100%$10.0K———
IMA Advisory Services, Inc.
N/A—150-150-100%$5.2K———
Brown Brothers Harriman & Co
N/A—138-138-100%$4.8K———
Cornerstone Financial Management LLC
N/A—116-116-100%$4.0K———
Rothschild Investment LLC
N/A—101-101-100%$3.5K———
CVA Family Office, LLC
N/A—87-87-100%$3.0K———
Caitlin John, LLC
N/A—75-75-100%$2.6K———
Keating Financial Advisory Services, Inc.
N/A—62-62-100%$2.1K———
Fiduciary Financial Advisors
N/A—60-60-100%$2.0K———
Transamerica Financial Advisors, LLC
N/A—32-32-100%$1.1K———
Quarry LP
N/A—29-29-100%$1.0K———
JPL Wealth Management, LLC
N/A—15-15-100%$518———
Bruce G. Allen Investments, LLC
N/A—14-14-100%$483———
Crewe Advisors LLC
N/A—13-13-100%$449———
Rialto Wealth Management, LLC
N/A—11-11-100%$380———
HFM Investment Advisors, LLC
N/A—9-9-100%$311———
Ameriflex Group, Inc.
N/A—4-4-100%$138———
Ankerstar Wealth, LLC
N/A—4-4-100%$138———
Showing 405 of 405 institutions