Axos Financial Inc (AX)

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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Dimensional Fund Advisors LP

INCREASED

Shares2,213,594 from 2,197,135

Change+16,459 (+1%)

Value$191.6M (-$22.3M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares1,617,003 from 1,967,141

Change-350,138 (-18%)

Value$142.5M (-$51.6M)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

INCREASED

Shares417,680 from 317,854

Change+99,826 (+31%)

Value$36.6M (+$5.1M)

Filed 2026-11-04

Wasatch Advisors LP

DECREASED

Shares399,908 from 515,576

Change-115,668 (-22%)

Value$34.6M (-$15.6M)

Filed 2026-10-13

Shaker Investments LLC

DECREASED

Shares353,443 from 356,376

Change-2,933 (-1%)

Value$30.6M (-$4.1M)

Filed 2026-11-05

Bank of New York Mellon Corp

DECREASED

Shares350,289 from 378,027

Change-27,738 (-7%)

Value$30.3M (-$6.5M)

Filed 2026-11-05

Principal Financial Group Inc

DECREASED

Shares271,556 from 362,676

Change-91,120 (-25%)

Value$23.5M (-$11.8M)

Filed 2026-11-02

Pembroke Management, LTD

INCREASED

Shares148,387 from 143,152

Change+5,235 (+4%)

Value$12.8M (-$1.1M)

Filed 2026-10-21

Kestrel Investment Management Corp

DECREASED

Shares90,550 from 95,150

Change-4,600 (-5%)

Value$7.8M (-$1.4M)

Filed 2026-11-02

Russell Investments Group, Ltd.

DECREASED

Shares67,604 from 77,525

Change-9,921 (-13%)

Value$5.9M (-$1.7M)

Filed 2026-11-06

Kornitzer Capital Management Inc

INCREASED

Shares54,212 from 53,867

Change+345 (+1%)

Value$4.7M (-$553.0K)

Filed 2026-11-03

Deutsche Bank Ag\

DECREASED

Shares53,848 from 57,785

Change-3,937 (-7%)

Value$4.7M (-$966.1K)

Filed 2026-11-06

Mawer Investment Management Ltd.

NEW

Shares52,534

Change+52,534

Value$4.5M

Filed 2026-11-06

Argent Capital Management LLC

DECREASED

Shares50,744 from 51,811

Change-1,067 (-2%)

Value$4.4M (-$653.0K)

Filed 2026-10-05

Citigroup Inc

DECREASED

Shares45,522 from 67,670

Change-22,148 (-33%)

Value$3.9M (-$2.6M)

Filed 2026-11-04

B. Riley Wealth Advisors, Inc.

NEW

Shares43,475

Change+43,475

Value$3.8M

Filed 2026-10-13

Thrivent Financial for Lutherans

DECREASED

Shares42,947 from 43,966

Change-1,019 (-2%)

Value$3.1M (-$1.2M)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares41,866 from 33,261

Change+8,605 (+26%)

Value$3.6M (+$385.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares41,138 from 41,598

Change-460 (-1%)

Value$3.6M (-$412.6K)

Filed 2026-10-13

Barclays PLC

INCREASED

Shares37,661 from 25,028

Change+12,633 (+50%)

Value$3.3M (+$822.8K)

Filed 2026-11-06

New York State Teachers Retirement System

DECREASED

Shares35,486 from 38,665

Change-3,179 (-8%)

Value$3.1M (-$694.0K)

Filed 2026-10-22

Illinois Municipal Retirement Fund

INCREASED

Shares30,239 from 29,515

Change+724 (+2%)

Value$2.6M (-$256.7K)

Filed 2026-11-05

CenterBook Partners LP

INCREASED

Shares26,747 from 6,564

Change+20,183 (+307%)

Value$2.3M (+$1.7M)

Filed 2026-11-02

Merit Financial Group, LLC

INCREASED

Shares24,259 from 24,147

Change+112 (+0%)

Value$2.1M (-$251.6K)

Filed 2026-11-06

Louisiana State Employees Retirement System

DECREASED

Shares24,200 from 24,900

Change-700 (-3%)

Value$2.1M (-$330.0K)

Filed 2026-10-20

Livforsakringsbolaget Skandia, Omsesidigt

DECREASED

Shares21,400 from 44,700

Change-23,300 (-52%)

Value$1.9M (-$2.5M)

Filed 2026-10-21

D.A. Davidson & Co.

DECREASED

Shares20,256 from 21,117

Change-861 (-4%)

Value$1.8M (-$303.0K)

Filed 2026-10-28

OP Asset Management Ltd

UNCHANGED

Shares19,397 from 19,397

Change0 (0%)

Value$1.7M (-$209.9K)

Filed 2026-11-05

State of New Jersey Common Pension Fund D

DECREASED

Shares19,002 from 20,443

Change-1,441 (-7%)

Value$1.6M (-$345.9K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares18,217 from 27,532

Change-9,315 (-34%)

Value$1.6M (-$1.1M)

Filed 2026-10-15

Ridgewood Investments LLC

DECREASED

Shares17,661 from 17,836

Change-175 (-1%)

Value$1.5M (-$208.1K)

Filed 2026-10-05

Savant Capital, LLC

INCREASED

Shares16,420 from 2,100

Change+14,320 (+682%)

Value$1.4M (+$1.2M)

Filed 2026-11-06

Bullseye Investment Management, LLC

INCREASED

Shares16,024 from 15,786

Change+238 (+2%)

Value$1.4M (-$150.2K)

Filed 2026-10-29

Yousif Capital Management, LLC

DECREASED

Shares15,111 from 15,421

Change-310 (-2%)

Value$1.3M (-$193.7K)

Filed 2026-10-22

Truist Financial Corp

INCREASED

Shares14,850 from 14,398

Change+452 (+3%)

Value$1.3M (-$116.7K)

Filed 2026-10-30

US Bancorp \de\

INCREASED

Shares14,825 from 13,759

Change+1,066 (+8%)

Value$1.3M (-$56.6K)

Filed 2026-11-05

Amalgamated Bank

DECREASED

Shares14,674 from 15,239

Change-565 (-4%)

Value$1.3M (-$214.0K)

Filed 2026-10-23

Arizona State Retirement System

INCREASED

Shares14,416 from 14,075

Change+341 (+2%)

Value$1.2M (-$122.8K)

Filed 2026-11-03

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares13,367 from 13,489

Change-122 (-1%)

Value$1.2M (-$156.5K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares13,250 from 13,471

Change-221 (-2%)

Value$1.1M (-$165.0K)

Filed 2026-11-05

Virginia Retirement Systems ET Al

UNCHANGED

Shares13,155 from 13,155

Change0 (0%)

Value$1.1M (-$142.3K)

Filed 2026-10-28

Oregon Public Employees Retirement Fund

DECREASED

Shares12,704 from 12,904

Change-200 (-2%)

Value$1.1M (-$156.9K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares12,611 from 8,274

Change+4,337 (+52%)

Value$1.1M (+$285.9K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

INCREASED

Shares12,181 from 12,173

Change+8 (+0%)

Value$1.1M (-$131.0K)

Filed 2026-10-20

Csenge Advisory Group

INCREASED

Shares11,916 from 11,370

Change+546 (+5%)

Value$1.0M (-$75.8K)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares11,385 from 3,594

Change+7,791 (+217%)

Value$985.6K (+$635.6K)

Filed 2026-10-16

Yorktown Management & Research Co Inc

INCREASED

Shares11,150 from 6,000

Change+5,150 (+86%)

Value$965.3K (+$380.9K)

Filed 2026-10-28

TD Waterhouse Canada Inc.

DECREASED

Shares10,299 from 10,650

Change-351 (-3%)

Value$900.8K (-$154.3K)

Filed 2026-10-16

Great Lakes Advisors, LLC

DECREASED

Shares10,225 from 10,262

Change-37 (0%)

Value$885.2K (-$114.2K)

Filed 2026-11-06

B. Metzler seel. Sohn & Co. AG

DECREASED

Shares9,747 from 12,628

Change-2,881 (-23%)

Value$843.8K (-$386.0K)

Filed 2026-10-30

Pinnacle Associates LTD

INCREASED

Shares9,508 from 8,339

Change+1,169 (+14%)

Value$823.1K (+$11.0K)

Filed 2026-10-20

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares9,425 from 5,213

Change+4,212 (+81%)

Value$815.9K (+$308.2K)

Filed 2026-10-27

Lido Advisors, LLC

INCREASED

Shares8,494 from 7,503

Change+991 (+13%)

Value$735.3K (+$4.6K)

Filed 2026-11-04

Pictet Asset Management Holding SA

DECREASED

Shares8,415 from 8,765

Change-350 (-4%)

Value$728.5K (-$125.1K)

Filed 2026-11-03

James Investment Research, Inc.

INCREASED

Shares8,213 from 7,548

Change+665 (+9%)

Value$711.0K (-$24.1K)

Filed 2026-10-22

ProShare Advisors LLC

DECREASED

Shares7,623 from 7,933

Change-310 (-4%)

Value$659.9K (-$112.7K)

Filed 2026-10-29

Concurrent Investment Advisors, LLC

DECREASED

Shares7,209 from 7,726

Change-517 (-7%)

Value$624.0K (-$128.4K)

Filed 2026-10-16

Summit Global Investments

INCREASED

Shares7,033 from 6,778

Change+255 (+4%)

Value$609.0K (-$51.0K)

Filed 2026-10-28

Counterpoint Mutual Funds LLC

NEW

Shares6,755

Change+6,755

Value$584.8K

Filed 2026-10-16

Advisory Advocates, LLC

NEW

Shares6,608

Change+6,608

Value$572.1K

Filed 2026-11-05

Mutual of America Capital Management LLC

DECREASED

Shares6,474 from 6,515

Change-41 (-1%)

Value$560.5K (-$74.0K)

Filed 2026-10-23

Xponance LLC

DECREASED

Shares6,461 from 6,638

Change-177 (-3%)

Value$559.3K (-$87.1K)

Filed 2026-11-03

Strs Ohio

INCREASED

Shares6,100 from 4,300

Change+1,800 (+42%)

Value$528.1K (+$109.3K)

Filed 2026-10-30

PNC Financial Services Group, Inc.

DECREASED

Shares5,727 from 5,804

Change-77 (-1%)

Value$495.8K (-$69.5K)

Filed 2026-11-06

Foyston, Gordon & Payne Inc

UNCHANGED

Shares5,282 from 5,282

Change0 (0%)

Value$457.3K (-$57.2K)

Filed 2026-11-02

Creative Planning

INCREASED

Shares4,864 from 4,776

Change+88 (+2%)

Value$421.1K (-$44.1K)

Filed 2026-11-02

Ashton Thomas Private Wealth, LLC

INCREASED

Shares4,834 from 4,770

Change+64 (+1%)

Value$418.5K (-$46.1K)

Filed 2026-11-03

Jefferies Financial Group Inc.

INCREASED

Shares4,700 from 2,187

Change+2,513 (+115%)

Value$406.9K (+$193.9K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

INCREASED

Shares4,428 from 4,355

Change+73 (+2%)

Value$383.3K (-$40.8K)

Filed 2026-11-05

Abel Hall, LLC

INCREASED

Shares4,300 from 4,176

Change+124 (+3%)

Value$372.3K (-$34.5K)

Filed 2026-10-19

Atria Investments, Inc

NEW

Shares4,064

Change+4,064

Value$351.8K

Filed 2026-10-15

Profund Advisors LLC

DECREASED

Shares3,592 from 4,305

Change-713 (-17%)

Value$311.0K (-$108.3K)

Filed 2026-10-29

Praxis Investment Management Inc

UNCHANGED

Shares3,442 from 3,442

Change0 (0%)

Value$298.0K (-$37.0K)

Filed 2026-11-03

Crossmark Global Holdings, Inc.

DECREASED

Shares3,386 from 3,565

Change-179 (-5%)

Value$293.1K (-$54.1K)

Filed 2026-10-21

Vise Technologies, Inc.

DECREASED

Shares3,190 from 3,544

Change-354 (-10%)

Value$276.2K (-$69.0K)

Filed 2026-10-29

Amundi

UNCHANGED

Shares3,047 from 3,047

Change0 (0%)

Value$263.8K (-$33.0K)

Filed 2026-11-06

Americana Partners, LLC

DECREASED

Shares3,005 from 3,068

Change-63 (-2%)

Value$260.1K (-$38.7K)

Filed 2026-10-28

Swiss Life Asset Management Ltd

INCREASED

Shares2,955 from 2,885

Change+70 (+2%)

Value$255.8K (-$25.2K)

Filed 2026-11-03

Choreo, LLC

INCREASED

Shares2,953 from 2,682

Change+271 (+10%)

Value$255.6K (-$5.6K)

Filed 2026-10-28

OpenArc Corporate Advisory, LLC

INCREASED

Shares2,863 from 2,683

Change+180 (+7%)

Value$247.9K (-$13.4K)

Filed 2026-10-21

Retirement Guys Formula LLC

INCREASED

Shares2,824 from 2,560

Change+264 (+10%)

Value$244.5K (-$4.8K)

Filed 2026-10-26

Summit Wealth Group LLC / Co

UNCHANGED

Shares2,764 from 2,764

Change0 (0%)

Value$239.3K (-$29.9K)

Filed 2026-10-29

Mach-1 Financial Group, LLC

DECREASED

Shares2,757 from 2,776

Change-19 (-1%)

Value$238.7K (-$31.7K)

Filed 2026-11-06

Bourgeon Capital Management LLC

DECREASED

Shares2,750 from 3,200

Change-450 (-14%)

Value$238.1K (-$73.6K)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares2,742 from 2,737

Change+5 (+0%)

Value$237.4K (-$29.2K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

INCREASED

Shares2,665 from 2,662

Change+3 (+0%)

Value$230.7K (-$28.5K)

Filed 2026-11-02

Hohimer Wealth Management, LLC

INCREASED

Shares2,640 from 2,554

Change+86 (+3%)

Value$228.5K (-$20.2K)

Filed 2026-11-04

NovaPoint Capital, LLC

UNCHANGED

Shares2,600 from 2,600

Change0 (0%)

Value$225.1K (-$28.1K)

Filed 2026-10-22

Premier Fund Managers Ltd

UNCHANGED

Shares2,581 from 2,581

Change0 (0%)

Value$223.0K (-$26.0K)

Filed 2026-11-02

Gamma Investing LLC

INCREASED

Shares2,544 from 2,427

Change+117 (+5%)

Value$220.2K (-$16.1K)

Filed 2026-10-08

Waldron Private Wealth LLC

UNCHANGED

Shares2,487 from 2,487

Change0 (0%)

Value$215.3K (-$26.9K)

Filed 2026-11-02

Verdence Capital Advisors LLC

INCREASED

Shares2,407 from 2,350

Change+57 (+2%)

Value$208.4K (-$20.5K)

Filed 2026-10-26

Kestra Advisory Services, LLC

NEW

Shares2,339

Change+2,339

Value$202.5K

Filed 2026-11-02

Leonard Rickey Investment Advisors P.L.L.C.

INCREASED

Shares2,324 from 2,213

Change+111 (+5%)

Value$201.2K (-$14.3K)

Filed 2026-10-29

KBC Group NV

UNCHANGED

Shares1,983 from 1,983

Change0 (0%)

Value$172.0K (-$21.0K)

Filed 2026-10-22

Rothwell Investment Advisors, LLC

NEW

Shares1,861

Change+1,861

Value$161.1K

Filed 2026-11-06

Sterling Capital Management LLC

INCREASED

Shares1,179 from 1,001

Change+178 (+18%)

Value$102.1K (+$4.6K)

Filed 2026-10-22

Parkside Financial Bank & Trust

INCREASED

Shares1,175 from 1,014

Change+161 (+16%)

Value$101.7K (+$3.0K)

Filed 2026-10-27

Farmers & Merchants Investments Inc

INCREASED

Shares865 from 841

Change+24 (+3%)

Value$74.9K (-$7.0K)

Filed 2026-10-22

Versant Capital Management, Inc

INCREASED

Shares842 from 708

Change+134 (+19%)

Value$72.9K (+$3.9K)

Filed 2026-10-02

Salomon & Ludwin, LLC

UNCHANGED

Shares708 from 708

Change0 (0%)

Value$61.3K (-$8.8K)

Filed 2026-10-29

Farther Finance Advisors, LLC

DECREASED

Shares682 from 836

Change-154 (-18%)

Value$59.0K (-$22.4K)

Filed 2026-10-08

Bayforest Capital Ltd

NEW

Shares670

Change+670

Value$58.0K

Filed 2026-11-03

Reyes Financial Architecture, Inc.

INCREASED

Shares637 from 631

Change+6 (+1%)

Value$55.1K (-$6.3K)

Filed 2026-10-22

Root Financial Partners, LLC

NEW

Shares551

Change+551

Value$47.7K

Filed 2026-10-21

Signature Equity Partners, LLC

INCREASED

Shares507 from 494

Change+13 (+3%)

Value$43.9K (-$4.2K)

Filed 2026-10-29

IFP Advisors, Inc

DECREASED

Shares505 from 888

Change-383 (-43%)

Value$43.7K (-$42.8K)

Filed 2026-10-16

Harbor Capital Advisors, Inc.

DECREASED

Shares433 from 450

Change-17 (-4%)

Value$37 (-$44.0K)

Filed 2026-10-22

True Wealth Design, LLC

UNCHANGED

Shares432 from 432

Change0 (0%)

Value$37.4K (-$4.7K)

Filed 2026-10-13

1620 Investment Advisors, Inc.

UNCHANGED

Shares422 from 422

Change0 (0%)

Value$36.5K (-$4.6K)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

NEW

Shares421

Change+421

Value$36.4K

Filed 2026-10-29

Exchange Traded Concepts, LLC

NEW

Shares421

Change+421

Value$36.4K

Filed 2026-10-28

Clearstead Advisors, LLC

INCREASED

Shares399 from 393

Change+6 (+2%)

Value$34.5K (-$3.7K)

Filed 2026-11-06

Gen-Wealth Partners Inc

NEW

Shares393

Change+393

Value$34.0K

Filed 2026-11-04

UMB Bank, n.a.

DECREASED

Shares378 from 379

Change-1 (0%)

Value$32.7K (-$4.2K)

Filed 2026-11-06

Parallel Advisors, LLC

UNCHANGED

Shares364 from 364

Change0 (0%)

Value$31.5K (-$3.9K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

INCREASED

Shares328 from 294

Change+34 (+12%)

Value$28.4K (-$239)

Filed 2026-11-04

Armstrong Advisory Group, Inc

UNCHANGED

Shares292 from 292

Change0 (0%)

Value$25.3K (-$3.2K)

Filed 2026-10-09

Private Wealth Management Group, LLC

NEW

Shares268

Change+268

Value$23.2K

Filed 2026-10-19

KFG LLC

NEW

Shares242

Change+242

Value$21.0K

Filed 2026-11-02

Bare Financial Services, Inc

INCREASED

Shares220 from 203

Change+17 (+8%)

Value$19.0K (-$725)

Filed 2026-11-04

Mather Group, Llc.

INCREASED

Shares211 from 168

Change+43 (+26%)

Value$18.3K (+$1.9K)

Filed 2026-10-14

Essential Partners LLC

UNCHANGED

Shares173 from 173

Change0 (0%)

Value$15.0K (-$1.9K)

Filed 2026-10-14

Covestor Ltd

INCREASED

Shares162 from 8

Change+154 (+1925%)

Value$14.0K (+$14.0K)

Filed 2026-10-30

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$13.9K (-$1.7K)

Filed 2026-11-05

Signaturefd, LLC

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$13.9K (-$1.7K)

Filed 2026-10-23

Signature Resources Capital Management, LLC

NEW

Shares139

Change+139

Value$12.0K

Filed 2026-10-16

Private Trust Co NA

INCREASED

Shares121 from 108

Change+13 (+12%)

Value$10.5K (-$43)

Filed 2026-10-20

J.Safra Asset Management Corp

NEW

Shares118

Change+118

Value$10.2K

Filed 2026-11-03

Fortitude Family Office, LLC

INCREASED

Shares112 from 106

Change+6 (+6%)

Value$9.7K (-$627)

Filed 2026-10-14

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares112 from 112

Change0 (0%)

Value$9.7K (-$1.2K)

Filed 2026-10-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares103 from 103

Change0 (0%)

Value$8.9K (-$1.1K)

Filed 2026-11-03

Downshift Financial, LLC

UNCHANGED

Shares95 from 95

Change0 (0%)

Value$8.2K (-$1.0K)

Filed 2026-10-13

Allworth Financial LP

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$8.8K ($0)

Filed 2026-11-06

SJS Investment Consulting Inc.

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$7.6K (-$952)

Filed 2026-10-26

Owl Creek Wealth Partners LLC

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$7.3K (-$909)

Filed 2026-10-20

Valued Wealth Advisors LLC

INCREASED

Shares82 from 73

Change+9 (+12%)

Value$7.1K (-$11)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares74 from 44

Change+30 (+68%)

Value$6.4K (+$2.1K)

Filed 2026-10-21

Cullen T Bankers, Inc.

INCREASED

Shares36 from 22

Change+14 (+64%)

Value$3.1K (+$974)

Filed 2026-10-28

Larson Financial Group LLC

INCREASED

Shares36 from 34

Change+2 (+6%)

Value$3.1K (-$194)

Filed 2026-11-05

Creative Capital Management Investments LLC

INCREASED

Shares32 from 21

Change+11 (+52%)

Value$2.8K (+$725)

Filed 2026-10-28

Hughes Financial Services, LLC

INCREASED

Shares30 from 3

Change+27 (+900%)

Value$2.8K (+$2.5K)

Filed 2026-10-30

Torren Management, LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.4K (-$173)

Filed 2026-10-29

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.1K (-$141)

Filed 2026-10-16

Valley National Advisers Inc

NEW

Shares12

Change+12

Value$1.0K

Filed 2026-10-23

Bay Harbor Wealth Management, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.0K (-$130)

Filed 2026-11-03

Silver Grove Financial Group, Inc.

DECREASED

Shares11 from 13

Change-2 (-15%)

Value$952 (-$314)

Filed 2026-11-05

Gilpin Wealth Management, LLC

DECREASED

Shares9 from 10

Change-1 (-10%)

Value$780 (-$194)

Filed 2026-10-09

Inspire Investing, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$746 (-$93)

Filed 2026-10-22

Financial Consulate, Inc

NEW

Shares5

Change+5

Value$433

Filed 2026-10-23

Physician Wealth Advisors, Inc.

NEW

Shares5

Change+5

Value$433

Filed 2026-10-20

DecisionPoint Financial, LLC

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$263 (+$65)

Filed 2026-10-27

Capital Advisors, Ltd. LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Davis Capital Management

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$260 (-$32)

Filed 2026-10-08

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$87 (-$11)

Filed 2026-10-15

SBI Securities Co., Ltd.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$87 (-$10)

Filed 2026-10-22

Zions Bancorporation, National Association

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$87 (-$10)

Filed 2026-11-06

Alps Advisors Inc

CLOSED

Shares0 from 5,924

Change-5,924 (-100%)

Value$0 (-$576.9K)

Filed 2026-11-03

Sumitomo Mitsui Trust Group, Inc.

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$487.0K)

Filed 2026-10-29

Victory Financial Group, LLC

CLOSED

Shares0 from 3,109

Change-3,109 (-100%)

Value$0 (-$302.8K)

Filed 2026-10-27

Banque Pictet & CIE SA

CLOSED

Shares0 from 3,039

Change-3,039 (-100%)

Value$0 (-$296.0K)

Filed 2026-10-16

Chicago Trust Co NA

CLOSED

Shares0 from 2,225

Change-2,225 (-100%)

Value$0 (-$216.7K)

Filed 2026-10-28

State of Wyoming

CLOSED

Shares0 from 1,095

Change-1,095 (-100%)

Value$0 (-$106.6K)

Filed 2026-10-28

Bokf, NA

CLOSED

Shares0 from 124

Change-124 (-100%)

Value$0 (-$12.1K)

Filed 2026-10-27

Fulcrum Asset Management LLP

CLOSED

Shares0 from 122

Change-122 (-100%)

Value$0 (-$11.8K)

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$9.7K)

Filed 2026-10-27

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$1.6K)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$1)

Filed 2026-11-06

Avion Wealth

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 ($0)

Filed 2026-11-04

Stone House Investment Management, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$682)

Filed 2026-10-23

Navigoe, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 8,389,477

Change-8,389,477 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,136,801

Change-3,136,801 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,023,908

Change-3,023,908 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,969,246

Change-2,969,246 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,705,653

Change-2,705,653 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,466,744

Change-2,466,744 (-100%)

Value—

Davis Asset Management, L.P.

N/A

Shares— from 1,535,219

Change-1,535,219 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 751,934

Change-751,934 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 714,462

Change-714,462 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 710,371

Change-710,371 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 654,362

Change-654,362 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 617,610

Change-617,610 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 591,123

Change-591,123 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 536,162

Change-536,162 (-100%)

Value—

Geneva Capital Management LLC

N/A

Shares— from 477,009

Change-477,009 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 470,586

Change-470,586 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 453,375

Change-453,375 (-100%)

Value—

Boston Partners

N/A

Shares— from 433,647

Change-433,647 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 426,294

Change-426,294 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 409,682

Change-409,682 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 379,189

Change-379,189 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 377,229

Change-377,229 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 375,753

Change-375,753 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 366,712

Change-366,712 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 347,070

Change-347,070 (-100%)

Value—

UBS Group AG

N/A

Shares— from 316,780

Change-316,780 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 290,688

Change-290,688 (-100%)

Value—

Stieven Capital Advisors, L.P.

N/A

Shares— from 256,345

Change-256,345 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 256,326

Change-256,326 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 251,087

Change-251,087 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 249,863

Change-249,863 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 237,791

Change-237,791 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 213,312

Change-213,312 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 201,867

Change-201,867 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 201,214

Change-201,214 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 174,909

Change-174,909 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 168,773

Change-168,773 (-100%)

Value—

Gator Capital Management, LLC

N/A

Shares— from 166,475

Change-166,475 (-100%)

Value—

Osterweis Capital Management Inc

N/A

Shares— from 165,685

Change-165,685 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 157,663

Change-157,663 (-100%)

Value—

Empirical Finance, LLC

N/A

Shares— from 152,847

Change-152,847 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 139,543

Change-139,543 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 138,730

Change-138,730 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 136,086

Change-136,086 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 128,644

Change-128,644 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 127,673

Change-127,673 (-100%)

Value—

Ategra Capital Management, LLC

N/A

Shares— from 113,765

Change-113,765 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 102,400

Change-102,400 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Renaissance Group LLC

N/A

Shares— from 94,091

Change-94,091 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 93,953

Change-93,953 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 92,990

Change-92,990 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 90,295

Change-90,295 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 86,261

Change-86,261 (-100%)

Value—

FIL Ltd

N/A

Shares— from 85,000

Change-85,000 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 84,361

Change-84,361 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 80,808

Change-80,808 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 80,614

Change-80,614 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 79,548

Change-79,548 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 76,417

Change-76,417 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 73,761

Change-73,761 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 70,074

Change-70,074 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 63,581

Change-63,581 (-100%)

Value—

LGT Fund Management Co Ltd.

N/A

Shares— from 62,450

Change-62,450 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 58,192

Change-58,192 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 57,963

Change-57,963 (-100%)

Value—

TCW Group Inc

N/A

Shares— from 53,520

Change-53,520 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 51,693

Change-51,693 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 51,068

Change-51,068 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 49,401

Change-49,401 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 46,953

Change-46,953 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 44,485

Change-44,485 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 41,730

Change-41,730 (-100%)

Value—

Global Frontier Investments LLC

N/A

Shares— from 37,000

Change-37,000 (-100%)

Value—

S&T Bank

N/A

Shares— from 36,451

Change-36,451 (-100%)

Value—

BW Gestao de Investimentos Ltda.

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 33,241

Change-33,241 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 32,979

Change-32,979 (-100%)

Value—

Connors Investor Services Inc

N/A

Shares— from 32,946

Change-32,946 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 32,937

Change-32,937 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 32,490

Change-32,490 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 32,274

Change-32,274 (-100%)

Value—

Formula Growth LTD

N/A

Shares— from 30,624

Change-30,624 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 30,200

Change-30,200 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 29,440

Change-29,440 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 26,178

Change-26,178 (-100%)

Value—

PMC FIG Opportunities LLC

N/A

Shares— from 25,599

Change-25,599 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 25,560

Change-25,560 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 25,262

Change-25,262 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 25,011

Change-25,011 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 24,400

Change-24,400 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 24,231

Change-24,231 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 24,134

Change-24,134 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 23,907

Change-23,907 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 23,623

Change-23,623 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 22,984

Change-22,984 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 22,622

Change-22,622 (-100%)

Value—

Orchard Capital Management, LLC

N/A

Shares— from 22,491

Change-22,491 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 22,200

Change-22,200 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 21,825

Change-21,825 (-100%)

Value—

Avenir Corp

N/A

Shares— from 20,790

Change-20,790 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 19,022

Change-19,022 (-100%)

Value—

Advisory Research Inc

N/A

Shares— from 17,011

Change-17,011 (-100%)

Value—

Allstate Corp

N/A

Shares— from 16,831

Change-16,831 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 16,599

Change-16,599 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 16,370

Change-16,370 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 15,891

Change-15,891 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 15,695

Change-15,695 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 15,636

Change-15,636 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 14,380

Change-14,380 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 14,072

Change-14,072 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 14,037

Change-14,037 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 13,900

Change-13,900 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 13,424

Change-13,424 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,375

Change-13,375 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,796

Change-12,796 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 12,633

Change-12,633 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 12,309

Change-12,309 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 11,800

Change-11,800 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 11,663

Change-11,663 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 11,631

Change-11,631 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 11,559

Change-11,559 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 11,497

Change-11,497 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 11,460

Change-11,460 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 10,422

Change-10,422 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 10,018

Change-10,018 (-100%)

Value—

CCG Wealth Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 9,540

Change-9,540 (-100%)

Value—

Aviso Financial Inc.

N/A

Shares— from 8,630

Change-8,630 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 7,658

Change-7,658 (-100%)

Value—

Bayview Asset Management, LLC

N/A

Shares— from 7,420

Change-7,420 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 7,146

Change-7,146 (-100%)

Value—

OAK Associates LTD

N/A

Shares— from 7,059

Change-7,059 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 6,505

Change-6,505 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 6,377

Change-6,377 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 6,355

Change-6,355 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 6,185

Change-6,185 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,172

Change-6,172 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 5,876

Change-5,876 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 5,751

Change-5,751 (-100%)

Value—

Cetera Trust Company, N.a

N/A

Shares— from 5,620

Change-5,620 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 5,572

Change-5,572 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 5,428

Change-5,428 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 5,254

Change-5,254 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 5,155

Change-5,155 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,037

Change-5,037 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,994

Change-4,994 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 4,963

Change-4,963 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,924

Change-4,924 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,803

Change-4,803 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

Mission Creek Capital Partners, Inc.

N/A

Shares— from 4,631

Change-4,631 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 4,612

Change-4,612 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 4,598

Change-4,598 (-100%)

Value—

CIM Investment Management Inc

N/A

Shares— from 4,571

Change-4,571 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,497

Change-4,497 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 4,238

Change-4,238 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 4,214

Change-4,214 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,109

Change-4,109 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 3,709

Change-3,709 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 3,663

Change-3,663 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 3,327

Change-3,327 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,232

Change-3,232 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 3,126

Change-3,126 (-100%)

Value—

Summitry LLC

N/A

Shares— from 3,052

Change-3,052 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,879

Change-2,879 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 2,874

Change-2,874 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,873

Change-2,873 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 2,829

Change-2,829 (-100%)

Value—

Arcus Capital Partners, LLC

N/A

Shares— from 2,775

Change-2,775 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 2,724

Change-2,724 (-100%)

Value—

Bank of Nova Scotia Trust Co

N/A

Shares— from 2,715

Change-2,715 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 2,587

Change-2,587 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 2,512

Change-2,512 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,505

Change-2,505 (-100%)

Value—

&partners

N/A

Shares— from 2,497

Change-2,497 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 2,495

Change-2,495 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,422

Change-2,422 (-100%)

Value—

denkapparat Operations GmbH

N/A

Shares— from 2,390

Change-2,390 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 2,351

Change-2,351 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 2,281

Change-2,281 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 2,205

Change-2,205 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 2,203

Change-2,203 (-100%)

Value—

Palouse Capital Management, Inc.

N/A

Shares— from 2,158

Change-2,158 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,136

Change-2,136 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 2,118

Change-2,118 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,960

Change-1,960 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,876

Change-1,876 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 1,868

Change-1,868 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,533

Change-1,533 (-100%)

Value—

Sprucegrove Investment Management LTD

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 1,206

Change-1,206 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,160

Change-1,160 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,160

Change-1,160 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 980

Change-980 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 971

Change-971 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 948

Change-948 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 900

Change-900 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 749

Change-749 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 630

Change-630 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 545

Change-545 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 484

Change-484 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 472

Change-472 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 393

Change-393 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 375

Change-375 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 270

Change-270 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 248

Change-248 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 224

Change-224 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 102

Change-102 (-100%)

Value—

Chelsea Counsel Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 100

Change-100 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 87

Change-87 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 82

Change-82 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 65

Change-65 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 63

Change-63 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 43

Change-43 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,213,594	2,197,135	+16,459	+1%	$214.0M	$191.6M	-$22.3M	2026-11-04
Geode Capital Management, LLC	DECREASED	1,617,003	1,967,141	-350,138	-18%	$194.1M	$142.5M	-$51.6M	2026-11-06
Allspring Global Investments Holdings, LLC	INCREASED	417,680	317,854	+99,826	+31%	$31.4M	$36.6M	+$5.1M	2026-11-04
Wasatch Advisors LP	DECREASED	399,908	515,576	-115,668	-22%	$50.2M	$34.6M	-$15.6M	2026-10-13
Shaker Investments LLC	DECREASED	353,443	356,376	-2,933	-1%	$34.7M	$30.6M	-$4.1M	2026-11-05
Bank of New York Mellon Corp	DECREASED	350,289	378,027	-27,738	-7%	$36.8M	$30.3M	-$6.5M	2026-11-05
Principal Financial Group Inc	DECREASED	271,556	362,676	-91,120	-25%	$35.3M	$23.5M	-$11.8M	2026-11-02
Pembroke Management, LTD	INCREASED	148,387	143,152	+5,235	+4%	$13.9M	$12.8M	-$1.1M	2026-10-21
Kestrel Investment Management Corp	DECREASED	90,550	95,150	-4,600	-5%	$9.3M	$7.8M	-$1.4M	2026-11-02
Russell Investments Group, Ltd.	DECREASED	67,604	77,525	-9,921	-13%	$7.6M	$5.9M	-$1.7M	2026-11-06
Kornitzer Capital Management Inc	INCREASED	54,212	53,867	+345	+1%	$5.2M	$4.7M	-$553.0K	2026-11-03
Deutsche Bank Ag\	DECREASED	53,848	57,785	-3,937	-7%	$5.6M	$4.7M	-$966.1K	2026-11-06
Mawer Investment Management Ltd.	NEW	52,534	—	+52,534	—	—	$4.5M	—	2026-11-06
Argent Capital Management LLC	DECREASED	50,744	51,811	-1,067	-2%	$5.0M	$4.4M	-$653.0K	2026-10-05
Citigroup Inc	DECREASED	45,522	67,670	-22,148	-33%	$6.6M	$3.9M	-$2.6M	2026-11-04
B. Riley Wealth Advisors, Inc.	NEW	43,475	—	+43,475	—	—	$3.8M	—	2026-10-13
Thrivent Financial for Lutherans	DECREASED	42,947	43,966	-1,019	-2%	$4.3M	$3.1M	-$1.2M	2026-11-05
LPL Financial LLC	INCREASED	41,866	33,261	+8,605	+26%	$3.2M	$3.6M	+$385.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	DECREASED	41,138	41,598	-460	-1%	$4.1M	$3.6M	-$412.6K	2026-10-13
Barclays PLC	INCREASED	37,661	25,028	+12,633	+50%	$2.4M	$3.3M	+$822.8K	2026-11-06
New York State Teachers Retirement System	DECREASED	35,486	38,665	-3,179	-8%	$3.8M	$3.1M	-$694.0K	2026-10-22
Illinois Municipal Retirement Fund	INCREASED	30,239	29,515	+724	+2%	$2.9M	$2.6M	-$256.7K	2026-11-05
CenterBook Partners LP	INCREASED	26,747	6,564	+20,183	+307%	$639.3K	$2.3M	+$1.7M	2026-11-02
Merit Financial Group, LLC	INCREASED	24,259	24,147	+112	+0%	$2.4M	$2.1M	-$251.6K	2026-11-06
Louisiana State Employees Retirement System	DECREASED	24,200	24,900	-700	-3%	$2.4M	$2.1M	-$330.0K	2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt	DECREASED	21,400	44,700	-23,300	-52%	$4.4M	$1.9M	-$2.5M	2026-10-21
D.A. Davidson & Co.	DECREASED	20,256	21,117	-861	-4%	$2.1M	$1.8M	-$303.0K	2026-10-28
OP Asset Management Ltd	UNCHANGED	19,397	19,397	0	0%	$1.9M	$1.7M	-$209.9K	2026-11-05
State of New Jersey Common Pension Fund D	DECREASED	19,002	20,443	-1,441	-7%	$2.0M	$1.6M	-$345.9K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	18,217	27,532	-9,315	-34%	$2.7M	$1.6M	-$1.1M	2026-10-15
Ridgewood Investments LLC	DECREASED	17,661	17,836	-175	-1%	$1.7M	$1.5M	-$208.1K	2026-10-05
Savant Capital, LLC	INCREASED	16,420	2,100	+14,320	+682%	$204.5K	$1.4M	+$1.2M	2026-11-06
Bullseye Investment Management, LLC	INCREASED	16,024	15,786	+238	+2%	$1.5M	$1.4M	-$150.2K	2026-10-29
Yousif Capital Management, LLC	DECREASED	15,111	15,421	-310	-2%	$1.5M	$1.3M	-$193.7K	2026-10-22
Truist Financial Corp	INCREASED	14,850	14,398	+452	+3%	$1.4M	$1.3M	-$116.7K	2026-10-30
US Bancorp \de\	INCREASED	14,825	13,759	+1,066	+8%	$1.3M	$1.3M	-$56.6K	2026-11-05
Amalgamated Bank	DECREASED	14,674	15,239	-565	-4%	$1.5M	$1.3M	-$214.0K	2026-10-23
Arizona State Retirement System	INCREASED	14,416	14,075	+341	+2%	$1.4M	$1.2M	-$122.8K	2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	13,367	13,489	-122	-1%	$1.3M	$1.2M	-$156.5K	2026-11-03
Fifth Third Bancorp	DECREASED	13,250	13,471	-221	-2%	$1.3M	$1.1M	-$165.0K	2026-11-05
Virginia Retirement Systems ET Al	UNCHANGED	13,155	13,155	0	0%	$1.3M	$1.1M	-$142.3K	2026-10-28
Oregon Public Employees Retirement Fund	DECREASED	12,704	12,904	-200	-2%	$1.3M	$1.1M	-$156.9K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	12,611	8,274	+4,337	+52%	$805.8K	$1.1M	+$285.9K	2026-11-05
Nisa Investment Advisors, LLC	INCREASED	12,181	12,173	+8	+0%	$1.2M	$1.1M	-$131.0K	2026-10-20
Csenge Advisory Group	INCREASED	11,916	11,370	+546	+5%	$1.1M	$1.0M	-$75.8K	2026-11-04
Y-Intercept (Hong Kong) Ltd	INCREASED	11,385	3,594	+7,791	+217%	$350.0K	$985.6K	+$635.6K	2026-10-16
Yorktown Management & Research Co Inc	INCREASED	11,150	6,000	+5,150	+86%	$584.3K	$965.3K	+$380.9K	2026-10-28
TD Waterhouse Canada Inc.	DECREASED	10,299	10,650	-351	-3%	$1.1M	$900.8K	-$154.3K	2026-10-16
Great Lakes Advisors, LLC	DECREASED	10,225	10,262	-37	0%	$999.4K	$885.2K	-$114.2K	2026-11-06
B. Metzler seel. Sohn & Co. AG	DECREASED	9,747	12,628	-2,881	-23%	$1.2M	$843.8K	-$386.0K	2026-10-30
Pinnacle Associates LTD	INCREASED	9,508	8,339	+1,169	+14%	$812.1K	$823.1K	+$11.0K	2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	9,425	5,213	+4,212	+81%	$507.7K	$815.9K	+$308.2K	2026-10-27
Lido Advisors, LLC	INCREASED	8,494	7,503	+991	+13%	$730.7K	$735.3K	+$4.6K	2026-11-04
Pictet Asset Management Holding SA	DECREASED	8,415	8,765	-350	-4%	$853.6K	$728.5K	-$125.1K	2026-11-03
James Investment Research, Inc.	INCREASED	8,213	7,548	+665	+9%	$735.1K	$711.0K	-$24.1K	2026-10-22
ProShare Advisors LLC	DECREASED	7,623	7,933	-310	-4%	$772.6K	$659.9K	-$112.7K	2026-10-29
Concurrent Investment Advisors, LLC	DECREASED	7,209	7,726	-517	-7%	$752.4K	$624.0K	-$128.4K	2026-10-16
Summit Global Investments	INCREASED	7,033	6,778	+255	+4%	$660.0K	$609.0K	-$51.0K	2026-10-28
Counterpoint Mutual Funds LLC	NEW	6,755	—	+6,755	—	—	$584.8K	—	2026-10-16
Advisory Advocates, LLC	NEW	6,608	—	+6,608	—	—	$572.1K	—	2026-11-05
Mutual of America Capital Management LLC	DECREASED	6,474	6,515	-41	-1%	$634.5K	$560.5K	-$74.0K	2026-10-23
Xponance LLC	DECREASED	6,461	6,638	-177	-3%	$646.5K	$559.3K	-$87.1K	2026-11-03
Strs Ohio	INCREASED	6,100	4,300	+1,800	+42%	$418.8K	$528.1K	+$109.3K	2026-10-30
PNC Financial Services Group, Inc.	DECREASED	5,727	5,804	-77	-1%	$565.3K	$495.8K	-$69.5K	2026-11-06
Foyston, Gordon & Payne Inc	UNCHANGED	5,282	5,282	0	0%	$514.4K	$457.3K	-$57.2K	2026-11-02
Creative Planning	INCREASED	4,864	4,776	+88	+2%	$465.1K	$421.1K	-$44.1K	2026-11-02
Ashton Thomas Private Wealth, LLC	INCREASED	4,834	4,770	+64	+1%	$464.6K	$418.5K	-$46.1K	2026-11-03
Jefferies Financial Group Inc.	INCREASED	4,700	2,187	+2,513	+115%	$213.0K	$406.9K	+$193.9K	2026-11-05
J.W. Cole Advisors, Inc.	INCREASED	4,428	4,355	+73	+2%	$424.1K	$383.3K	-$40.8K	2026-11-05
Abel Hall, LLC	INCREASED	4,300	4,176	+124	+3%	$406.7K	$372.3K	-$34.5K	2026-10-19
Atria Investments, Inc	NEW	4,064	—	+4,064	—	—	$351.8K	—	2026-10-15
Profund Advisors LLC	DECREASED	3,592	4,305	-713	-17%	$419.3K	$311.0K	-$108.3K	2026-10-29
Praxis Investment Management Inc	UNCHANGED	3,442	3,442	0	0%	$335.0K	$298.0K	-$37.0K	2026-11-03
Crossmark Global Holdings, Inc.	DECREASED	3,386	3,565	-179	-5%	$347.2K	$293.1K	-$54.1K	2026-10-21
Vise Technologies, Inc.	DECREASED	3,190	3,544	-354	-10%	$345.2K	$276.2K	-$69.0K	2026-10-29
Amundi	UNCHANGED	3,047	3,047	0	0%	$296.7K	$263.8K	-$33.0K	2026-11-06
Americana Partners, LLC	DECREASED	3,005	3,068	-63	-2%	$298.8K	$260.1K	-$38.7K	2026-10-28
Swiss Life Asset Management Ltd	INCREASED	2,955	2,885	+70	+2%	$281.0K	$255.8K	-$25.2K	2026-11-03
Choreo, LLC	INCREASED	2,953	2,682	+271	+10%	$261.2K	$255.6K	-$5.6K	2026-10-28
OpenArc Corporate Advisory, LLC	INCREASED	2,863	2,683	+180	+7%	$261.3K	$247.9K	-$13.4K	2026-10-21
Retirement Guys Formula LLC	INCREASED	2,824	2,560	+264	+10%	$249.3K	$244.5K	-$4.8K	2026-10-26
Summit Wealth Group LLC / Co	UNCHANGED	2,764	2,764	0	0%	$269.2K	$239.3K	-$29.9K	2026-10-29
Mach-1 Financial Group, LLC	DECREASED	2,757	2,776	-19	-1%	$270.4K	$238.7K	-$31.7K	2026-11-06
Bourgeon Capital Management LLC	DECREASED	2,750	3,200	-450	-14%	$311.6K	$238.1K	-$73.6K	2026-10-19
Pinnacle Wealth Planning Services, Inc.	INCREASED	2,742	2,737	+5	+0%	$266.6K	$237.4K	-$29.2K	2026-10-27
Commonwealth Equity Services, LLC	INCREASED	2,665	2,662	+3	+0%	$259.3K	$230.7K	-$28.5K	2026-11-02
Hohimer Wealth Management, LLC	INCREASED	2,640	2,554	+86	+3%	$248.7K	$228.5K	-$20.2K	2026-11-04
NovaPoint Capital, LLC	UNCHANGED	2,600	2,600	0	0%	$253.2K	$225.1K	-$28.1K	2026-10-22
Premier Fund Managers Ltd	UNCHANGED	2,581	2,581	0	0%	$249.0K	$223.0K	-$26.0K	2026-11-02
Gamma Investing LLC	INCREASED	2,544	2,427	+117	+5%	$236.4K	$220.2K	-$16.1K	2026-10-08
Waldron Private Wealth LLC	UNCHANGED	2,487	2,487	0	0%	$242.2K	$215.3K	-$26.9K	2026-11-02
Verdence Capital Advisors LLC	INCREASED	2,407	2,350	+57	+2%	$228.9K	$208.4K	-$20.5K	2026-10-26
Kestra Advisory Services, LLC	NEW	2,339	—	+2,339	—	—	$202.5K	—	2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.	INCREASED	2,324	2,213	+111	+5%	$215.5K	$201.2K	-$14.3K	2026-10-29
KBC Group NV	UNCHANGED	1,983	1,983	0	0%	$193.0K	$172.0K	-$21.0K	2026-10-22
Rothwell Investment Advisors, LLC	NEW	1,861	—	+1,861	—	—	$161.1K	—	2026-11-06
Sterling Capital Management LLC	INCREASED	1,179	1,001	+178	+18%	$97.5K	$102.1K	+$4.6K	2026-10-22
Parkside Financial Bank & Trust	INCREASED	1,175	1,014	+161	+16%	$98.8K	$101.7K	+$3.0K	2026-10-27
Farmers & Merchants Investments Inc	INCREASED	865	841	+24	+3%	$81.9K	$74.9K	-$7.0K	2026-10-22
Versant Capital Management, Inc	INCREASED	842	708	+134	+19%	$69.0K	$72.9K	+$3.9K	2026-10-02
Salomon & Ludwin, LLC	UNCHANGED	708	708	0	0%	$70.1K	$61.3K	-$8.8K	2026-10-29
Farther Finance Advisors, LLC	DECREASED	682	836	-154	-18%	$81.4K	$59.0K	-$22.4K	2026-10-08
Bayforest Capital Ltd	NEW	670	—	+670	—	—	$58.0K	—	2026-11-03
Reyes Financial Architecture, Inc.	INCREASED	637	631	+6	+1%	$61.5K	$55.1K	-$6.3K	2026-10-22
Root Financial Partners, LLC	NEW	551	—	+551	—	—	$47.7K	—	2026-10-21
Signature Equity Partners, LLC	INCREASED	507	494	+13	+3%	$48.1K	$43.9K	-$4.2K	2026-10-29
IFP Advisors, Inc	DECREASED	505	888	-383	-43%	$86.5K	$43.7K	-$42.8K	2026-10-16
Harbor Capital Advisors, Inc.	DECREASED	433	450	-17	-4%	$44.0K	$37	-$44.0K	2026-10-22
True Wealth Design, LLC	UNCHANGED	432	432	0	0%	$42.1K	$37.4K	-$4.7K	2026-10-13
1620 Investment Advisors, Inc.	UNCHANGED	422	422	0	0%	$41.1K	$36.5K	-$4.6K	2026-11-04
Caitong International Asset Management Co., Ltd	NEW	421	—	+421	—	—	$36.4K	—	2026-10-29
Exchange Traded Concepts, LLC	NEW	421	—	+421	—	—	$36.4K	—	2026-10-28
Clearstead Advisors, LLC	INCREASED	399	393	+6	+2%	$38.3K	$34.5K	-$3.7K	2026-11-06
Gen-Wealth Partners Inc	NEW	393	—	+393	—	—	$34.0K	—	2026-11-04
UMB Bank, n.a.	DECREASED	378	379	-1	0%	$36.9K	$32.7K	-$4.2K	2026-11-06
Parallel Advisors, LLC	UNCHANGED	364	364	0	0%	$35.5K	$31.5K	-$3.9K	2026-11-03
EverSource Wealth Advisors, LLC	INCREASED	328	294	+34	+12%	$28.6K	$28.4K	-$239	2026-11-04
Armstrong Advisory Group, Inc	UNCHANGED	292	292	0	0%	$28.4K	$25.3K	-$3.2K	2026-10-09
Private Wealth Management Group, LLC	NEW	268	—	+268	—	—	$23.2K	—	2026-10-19
KFG LLC	NEW	242	—	+242	—	—	$21.0K	—	2026-11-02
Bare Financial Services, Inc	INCREASED	220	203	+17	+8%	$19.8K	$19.0K	-$725	2026-11-04
Mather Group, Llc.	INCREASED	211	168	+43	+26%	$16.4K	$18.3K	+$1.9K	2026-10-14
Essential Partners LLC	UNCHANGED	173	173	0	0%	$16.8K	$15.0K	-$1.9K	2026-10-14
Covestor Ltd	INCREASED	162	8	+154	+1925%	$1	$14.0K	+$14.0K	2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	161	161	0	0%	$15.7K	$13.9K	-$1.7K	2026-11-05
Signaturefd, LLC	UNCHANGED	160	160	0	0%	$15.6K	$13.9K	-$1.7K	2026-10-23
Signature Resources Capital Management, LLC	NEW	139	—	+139	—	—	$12.0K	—	2026-10-16
Private Trust Co NA	INCREASED	121	108	+13	+12%	$10.5K	$10.5K	-$43	2026-10-20
J.Safra Asset Management Corp	NEW	118	—	+118	—	—	$10.2K	—	2026-11-03
Fortitude Family Office, LLC	INCREASED	112	106	+6	+6%	$10.3K	$9.7K	-$627	2026-10-14
MassMutual Private Wealth & Trust, FSB	UNCHANGED	112	112	0	0%	$10.9K	$9.7K	-$1.2K	2026-10-05
JFS Wealth Advisors, LLC	UNCHANGED	103	103	0	0%	$10.0K	$8.9K	-$1.1K	2026-11-03
Downshift Financial, LLC	UNCHANGED	95	95	0	0%	$9.3K	$8.2K	-$1.0K	2026-10-13
Allworth Financial LP	UNCHANGED	90	90	0	0%	$8.8K	$8.8K	$0	2026-11-06
SJS Investment Consulting Inc.	UNCHANGED	88	88	0	0%	$8.6K	$7.6K	-$952	2026-10-26
Owl Creek Wealth Partners LLC	UNCHANGED	84	84	0	0%	$8.2K	$7.3K	-$909	2026-10-20
Valued Wealth Advisors LLC	INCREASED	82	73	+9	+12%	$7.1K	$7.1K	-$11	2026-11-05
Assetmark, Inc	INCREASED	74	44	+30	+68%	$4.3K	$6.4K	+$2.1K	2026-10-21
Cullen T Bankers, Inc.	INCREASED	36	22	+14	+64%	$2.1K	$3.1K	+$974	2026-10-28
Larson Financial Group LLC	INCREASED	36	34	+2	+6%	$3.3K	$3.1K	-$194	2026-11-05
Creative Capital Management Investments LLC	INCREASED	32	21	+11	+52%	$2.0K	$2.8K	+$725	2026-10-28
Hughes Financial Services, LLC	INCREASED	30	3	+27	+900%	$292	$2.8K	+$2.5K	2026-10-30
Torren Management, LLC	UNCHANGED	16	16	0	0%	$1.6K	$1.4K	-$173	2026-10-29
DiNuzzo Private Wealth, Inc.	UNCHANGED	13	13	0	0%	$1.3K	$1.1K	-$141	2026-10-16
Valley National Advisers Inc	NEW	12	—	+12	—	—	$1.0K	—	2026-10-23
Bay Harbor Wealth Management, LLC	UNCHANGED	12	12	0	0%	$1.2K	$1.0K	-$130	2026-11-03
Silver Grove Financial Group, Inc.	DECREASED	11	13	-2	-15%	$1.3K	$952	-$314	2026-11-05
Gilpin Wealth Management, LLC	DECREASED	9	10	-1	-10%	$974	$780	-$194	2026-10-09
Inspire Investing, LLC	UNCHANGED	9	9	0	0%	$839	$746	-$93	2026-10-22
Financial Consulate, Inc	NEW	5	—	+5	—	—	$433	—	2026-10-23
Physician Wealth Advisors, Inc.	NEW	5	—	+5	—	—	$433	—	2026-10-20
DecisionPoint Financial, LLC	INCREASED	3	2	+1	+50%	$198	$263	+$65	2026-10-27
Capital Advisors, Ltd. LLC	UNCHANGED	3	3	0	0%	$0	$0	$0	2026-10-27
Davis Capital Management	UNCHANGED	3	3	0	0%	$292	$260	-$32	2026-10-08
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$98	$87	-$11	2026-10-15
SBI Securities Co., Ltd.	UNCHANGED	1	1	0	0%	$97	$87	-$10	2026-10-22
Zions Bancorporation, National Association	UNCHANGED	1	1	0	0%	$97	$87	-$10	2026-11-06
Alps Advisors Inc	CLOSED	0	5,924	-5,924	-100%	$576.9K	$0	-$576.9K	2026-11-03
Sumitomo Mitsui Trust Group, Inc.	CLOSED	0	5,000	-5,000	-100%	$487.0K	$0	-$487.0K	2026-10-29
Victory Financial Group, LLC	CLOSED	0	3,109	-3,109	-100%	$302.8K	$0	-$302.8K	2026-10-27
Banque Pictet & CIE SA	CLOSED	0	3,039	-3,039	-100%	$296.0K	$0	-$296.0K	2026-10-16
Chicago Trust Co NA	CLOSED	0	2,225	-2,225	-100%	$216.7K	$0	-$216.7K	2026-10-28
State of Wyoming	CLOSED	0	1,095	-1,095	-100%	$106.6K	$0	-$106.6K	2026-10-28
Bokf, NA	CLOSED	0	124	-124	-100%	$12.1K	$0	-$12.1K	2026-10-27
Fulcrum Asset Management LLP	CLOSED	0	122	-122	-100%	$11.8K	$0	-$11.8K	2026-11-04
Cassaday & Co Wealth Management LLC	CLOSED	0	100	-100	-100%	$9.7K	$0	-$9.7K	2026-10-27
Plante Moran Financial Advisors, LLC	CLOSED	0	16	-16	-100%	$1.6K	$0	-$1.6K	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	12	-12	-100%	$1	$0	-$1	2026-11-06
Avion Wealth	CLOSED	0	8	-8	-100%	$0	$0	$0	2026-11-04
Stone House Investment Management, LLC	CLOSED	0	7	-7	-100%	$682	$0	-$682	2026-10-23
Navigoe, LLC	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	8,389,477	-8,389,477	-100%	$817.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,136,801	-3,136,801	-100%	$305.5M	—	—	—
State Street Corp	N/A	—	3,023,908	-3,023,908	-100%	$294.5M	—	—	—
FMR LLC	N/A	—	2,969,246	-2,969,246	-100%	$289.2M	—	—	—
American Century Companies Inc	N/A	—	2,705,653	-2,705,653	-100%	$263.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,466,744	-2,466,744	-100%	$240.2M	—	—	—
Davis Asset Management, L.P.	N/A	—	1,535,219	-1,535,219	-100%	$149.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	751,934	-751,934	-100%	$73.2M	—	—	—
Franklin Resources Inc	N/A	—	714,462	-714,462	-100%	$69.6M	—	—	—
Northern Trust Corp	N/A	—	710,371	-710,371	-100%	$69.2M	—	—	—
Ameriprise Financial Inc	N/A	—	654,362	-654,362	-100%	$63.7M	—	—	—
Invesco Ltd.	N/A	—	617,610	-617,610	-100%	$60.1M	—	—	—
Morgan Stanley	N/A	—	591,123	-591,123	-100%	$57.6M	—	—	—
Emerald Advisers, LLC	N/A	—	536,162	-536,162	-100%	$52.2M	—	—	—
Geneva Capital Management LLC	N/A	—	477,009	-477,009	-100%	$46.5M	—	—	—
Wellington Management Group LLP	N/A	—	470,586	-470,586	-100%	$45.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	453,375	-453,375	-100%	$44.2M	—	—	—
Boston Partners	N/A	—	433,647	-433,647	-100%	$42.3M	—	—	—
Kennedy Capital Management LLC	N/A	—	426,294	-426,294	-100%	$41.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	409,682	-409,682	-100%	$39.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	379,189	-379,189	-100%	$36.9M	—	—	—
Bragg Financial Advisors, Inc	N/A	—	377,229	-377,229	-100%	$36.7M	—	—	—
Citadel Advisors LLC	N/A	—	375,753	-375,753	-100%	$36.6M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	366,712	-366,712	-100%	$35.7M	—	—	—
1832 Asset Management L.P.	N/A	—	347,070	-347,070	-100%	$33.8M	—	—	—
UBS Group AG	N/A	—	316,780	-316,780	-100%	$30.9M	—	—	—
Loomis Sayles & Co L P	N/A	—	290,688	-290,688	-100%	$28.3M	—	—	—
Stieven Capital Advisors, L.P.	N/A	—	256,345	-256,345	-100%	$25.0M	—	—	—
Nuveen, LLC	N/A	—	256,326	-256,326	-100%	$25.0M	—	—	—
Empowered Funds, LLC	N/A	—	251,087	-251,087	-100%	$24.5M	—	—	—
Public Sector Pension Investment Board	N/A	—	249,863	-249,863	-100%	$24.3M	—	—	—
JPMorgan Chase & Co	N/A	—	237,791	-237,791	-100%	$23.2M	—	—	—
First Eagle Investment Management, LLC	N/A	—	213,312	-213,312	-100%	$20.8M	—	—	—
AQR Capital Management LLC	N/A	—	201,867	-201,867	-100%	$19.7M	—	—	—
Royce & Associates LP	N/A	—	201,214	-201,214	-100%	$19.6M	—	—	—
Raymond James Financial Inc	N/A	—	174,909	-174,909	-100%	$17.0M	—	—	—
Bank of America Corp	N/A	—	168,773	-168,773	-100%	$16.4M	—	—	—
Gator Capital Management, LLC	N/A	—	166,475	-166,475	-100%	$16.2M	—	—	—
Osterweis Capital Management Inc	N/A	—	165,685	-165,685	-100%	$16.1M	—	—	—
Algert Global LLC	N/A	—	157,663	-157,663	-100%	$15.4M	—	—	—
Empirical Finance, LLC	N/A	—	152,847	-152,847	-100%	$14.9M	—	—	—
Rhumbline Advisers	N/A	—	139,543	-139,543	-100%	$13.6M	—	—	—
Nomura Asset Management International Inc.	N/A	—	138,730	-138,730	-100%	$13.5M	—	—	—
State of Wisconsin Investment Board	N/A	—	136,086	-136,086	-100%	$13.3M	—	—	—
Brevan Howard Capital Management LP	N/A	—	128,644	-128,644	-100%	$12.5M	—	—	—
Legal & General Group Plc	N/A	—	127,673	-127,673	-100%	$12.4M	—	—	—
Ategra Capital Management, LLC	N/A	—	113,765	-113,765	-100%	$11.1M	—	—	—
Swiss National Bank	N/A	—	102,400	-102,400	-100%	$10.0M	—	—	—
Militia Capital Management LLC	N/A	—	100,000	-100,000	-100%	$9.7M	—	—	—
Renaissance Group LLC	N/A	—	94,091	-94,091	-100%	$9.2M	—	—	—
First Trust Advisors LP	N/A	—	93,953	-93,953	-100%	$9.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	92,990	-92,990	-100%	$9.1M	—	—	—
Victory Capital Management Inc	N/A	—	90,295	-90,295	-100%	$8.8M	—	—	—
Quantinno Capital Management LP	N/A	—	86,261	-86,261	-100%	$8.4M	—	—	—
FIL Ltd	N/A	—	85,000	-85,000	-100%	$8.3M	—	—	—
Bessemer Group Inc	N/A	—	84,361	-84,361	-100%	$8.2M	—	—	—
Prudential Financial Inc	N/A	—	80,808	-80,808	-100%	$7.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	80,614	-80,614	-100%	$7.9M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	79,548	-79,548	-100%	$7.7M	—	—	—
CI Investments Inc.	N/A	—	76,417	-76,417	-100%	$7.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	73,761	-73,761	-100%	$7.2M	—	—	—
Alliancebernstein L.P.	N/A	—	70,074	-70,074	-100%	$6.0M	—	—	—
Squarepoint Ops LLC	N/A	—	63,581	-63,581	-100%	$6.2M	—	—	—
LGT Fund Management Co Ltd.	N/A	—	62,450	-62,450	-100%	$6.1M	—	—	—
California State Teachers Retirement System	N/A	—	58,192	-58,192	-100%	$5.7M	—	—	—
Wells Fargo & Company	N/A	—	57,963	-57,963	-100%	$5.6M	—	—	—
TCW Group Inc	N/A	—	53,520	-53,520	-100%	$5.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	51,693	-51,693	-100%	$5.0M	—	—	—
Royal Bank of Canada	N/A	—	51,068	-51,068	-100%	$5.0M	—	—	—
Boothbay Fund Management, LLC	N/A	—	49,401	-49,401	-100%	$4.8M	—	—	—
Edgestream Partners, L.P.	N/A	—	46,953	-46,953	-100%	$4.6M	—	—	—
Canada Life Assurance Co	N/A	—	44,485	-44,485	-100%	$4.3M	—	—	—
Focus Partners Wealth	N/A	—	41,730	-41,730	-100%	$4.1M	—	—	—
Global Frontier Investments LLC	N/A	—	37,000	-37,000	-100%	$3.6M	—	—	—
S&T Bank	N/A	—	36,451	-36,451	-100%	$3.5M	—	—	—
BW Gestao de Investimentos Ltda.	N/A	—	35,000	-35,000	-100%	$3.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	33,241	-33,241	-100%	$3.2M	—	—	—
SG Americas Securities, LLC	N/A	—	32,979	-32,979	-100%	$3.2M	—	—	—
Connors Investor Services Inc	N/A	—	32,946	-32,946	-100%	$3.2M	—	—	—
Natixis Advisors, LLC	N/A	—	32,937	-32,937	-100%	$3.2M	—	—	—
Rafferty Asset Management, LLC	N/A	—	32,490	-32,490	-100%	$3.2M	—	—	—
MetLife Investment Management, LLC	N/A	—	32,274	-32,274	-100%	$3.1M	—	—	—
Formula Growth LTD	N/A	—	30,624	-30,624	-100%	$3.0M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	30,200	-30,200	-100%	$2.9M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	29,440	-29,440	-100%	$2.9M	—	—	—
SEI Investments Co	N/A	—	26,178	-26,178	-100%	$2.5M	—	—	—
PMC FIG Opportunities LLC	N/A	—	25,599	-25,599	-100%	$2.5M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	25,560	-25,560	-100%	$2.5M	—	—	—
New York State Common Retirement Fund	N/A	—	25,262	-25,262	-100%	$2.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	25,011	-25,011	-100%	$2.4M	—	—	—
Destination Wealth Management	N/A	—	24,400	-24,400	-100%	$2.4M	—	—	—
Quantbot Technologies LP	N/A	—	24,231	-24,231	-100%	$2.4M	—	—	—
Denali Advisors LLC	N/A	—	24,134	-24,134	-100%	$2.4M	—	—	—
Jupiter Topco LLC	N/A	—	23,907	-23,907	-100%	$2.3M	—	—	—
WCM Investment Management, LLC	N/A	—	23,623	-23,623	-100%	$2.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	22,984	-22,984	-100%	$2.2M	—	—	—
Bank of Montreal	N/A	—	22,622	-22,622	-100%	$2.2M	—	—	—
Orchard Capital Management, LLC	N/A	—	22,491	-22,491	-100%	$2.2M	—	—	—
Federated Hermes, Inc.	N/A	—	22,200	-22,200	-100%	$2.2M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	21,825	-21,825	-100%	$2.1M	—	—	—
Avenir Corp	N/A	—	20,790	-20,790	-100%	$2.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	19,022	-19,022	-100%	$1.8M	—	—	—
Advisory Research Inc	N/A	—	17,011	-17,011	-100%	$1.7M	—	—	—
Allstate Corp	N/A	—	16,831	-16,831	-100%	$1.6M	—	—	—
Cetera Investment Advisers	N/A	—	16,599	-16,599	-100%	$1.6M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	16,370	-16,370	-100%	$1.6M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	15,891	-15,891	-100%	$1.5M	—	—	—
Handelsbanken Fonder AB	N/A	—	15,695	-15,695	-100%	$1.5M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	15,636	-15,636	-100%	$1.5M	—	—	—
Evolve Private Wealth, LLC	N/A	—	14,380	-14,380	-100%	$1.4M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	14,072	-14,072	-100%	$1.4M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	14,037	-14,037	-100%	$1.4M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	13,900	-13,900	-100%	$1.4M	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	13,424	-13,424	-100%	$1.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	13,375	-13,375	-100%	$1.3M	—	—	—
MML Investors Services, LLC	N/A	—	12,796	-12,796	-100%	$1.2M	—	—	—
Intech Investment Management LLC	N/A	—	12,633	-12,633	-100%	$1.2M	—	—	—
Cerity Partners LLC	N/A	—	12,309	-12,309	-100%	$1.2M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	11,800	-11,800	-100%	$1.1M	—	—	—
Engineers Gate Manager LP	N/A	—	11,663	-11,663	-100%	$1.1M	—	—	—
Aquatic Capital Management LLC	N/A	—	11,631	-11,631	-100%	$1.1M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	11,559	-11,559	-100%	$1.1M	—	—	—
Keel Point, LLC	N/A	—	11,497	-11,497	-100%	$1.1M	—	—	—
Hancock Whitney Corp	N/A	—	11,460	-11,460	-100%	$1.1M	—	—	—
Voya Investment Management LLC	N/A	—	10,422	-10,422	-100%	$1.0M	—	—	—
HSBC Holdings PLC	N/A	—	10,018	-10,018	-100%	$969.6K	—	—	—
CCG Wealth Management, LLC	N/A	—	10,000	-10,000	-100%	$973.9K	—	—	—
IEQ Capital, LLC	N/A	—	9,540	-9,540	-100%	$929.1K	—	—	—
Aviso Financial Inc.	N/A	—	8,630	-8,630	-100%	$840.5K	—	—	—
National Philanthropic Trust	N/A	—	7,658	-7,658	-100%	$745.8K	—	—	—
Bayview Asset Management, LLC	N/A	—	7,420	-7,420	-100%	$722.6K	—	—	—
Stifel Financial Corp	N/A	—	7,146	-7,146	-100%	$695.9K	—	—	—
OAK Associates LTD	N/A	—	7,059	-7,059	-100%	$687.5K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	6,505	-6,505	-100%	$634.0K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	6,377	-6,377	-100%	$621.1K	—	—	—
Waterloo Capital, L.P.	N/A	—	6,355	-6,355	-100%	$618.9K	—	—	—
Keebeck Wealth Management	N/A	—	6,185	-6,185	-100%	$602.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,172	-6,172	-100%	$601.1K	—	—	—
Guggenheim Capital LLC	N/A	—	5,876	-5,876	-100%	$572.3K	—	—	—
Marshall Wace, LLP	N/A	—	5,751	-5,751	-100%	$560.1K	—	—	—
Cetera Trust Company, N.a	N/A	—	5,620	-5,620	-100%	$547.3K	—	—	—
Mirabella Financial Services LLP	N/A	—	5,572	-5,572	-100%	$542.7K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	5,428	-5,428	-100%	$528.6K	—	—	—
DRW Securities, LLC	N/A	—	5,254	-5,254	-100%	$511.7K	—	—	—
Qube Research & Technologies Ltd	N/A	—	5,155	-5,155	-100%	$502.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,037	-5,037	-100%	$490.6K	—	—	—
EJF Capital LP	N/A	—	5,000	-5,000	-100%	$487.0K	—	—	—
Venturi Wealth Management, LLC	N/A	—	5,000	-5,000	-100%	$487.0K	—	—	—
HighTower Advisors, LLC	N/A	—	4,994	-4,994	-100%	$486.4K	—	—	—
Captrust Financial Advisors	N/A	—	4,963	-4,963	-100%	$483.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,924	-4,924	-100%	$479.5K	—	—	—
Arax Advisory Partners	N/A	—	4,803	-4,803	-100%	$467.8K	—	—	—
Western Wealth Management, LLC	N/A	—	4,800	-4,800	-100%	$467.5K	—	—	—
Mission Creek Capital Partners, Inc.	N/A	—	4,631	-4,631	-100%	$451.0K	—	—	—
Freestone Grove Partners LP	N/A	—	4,612	-4,612	-100%	$449.2K	—	—	—
Mutual Advisors, LLC	N/A	—	4,598	-4,598	-100%	$447.8K	—	—	—
CIM Investment Management Inc	N/A	—	4,571	-4,571	-100%	$445.2K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,497	-4,497	-100%	$438.0K	—	—	—
Pallas Capital Advisors LLC	N/A	—	4,238	-4,238	-100%	$412.7K	—	—	—
Pathstone Holdings, LLC	N/A	—	4,214	-4,214	-100%	$410.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,109	-4,109	-100%	$400.2K	—	—	—
Canada Pension Plan Investment Board	N/A	—	4,000	-4,000	-100%	$389.6K	—	—	—
World Investment Advisors	N/A	—	3,709	-3,709	-100%	$315.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	3,663	-3,663	-100%	$356.7K	—	—	—
Earnest Partners LLC	N/A	—	3,600	-3,600	-100%	$350.6K	—	—	—
XTX Topco Ltd	N/A	—	3,327	-3,327	-100%	$324.0K	—	—	—
Jane Street Group, LLC	N/A	—	3,232	-3,232	-100%	$314.8K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	3,126	-3,126	-100%	$304.4K	—	—	—
Summitry LLC	N/A	—	3,052	-3,052	-100%	$297.2K	—	—	—
Neuberger Berman Group LLC	N/A	—	2,879	-2,879	-100%	$280.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	2,874	-2,874	-100%	$279.9K	—	—	—
DnB Asset Management AS	N/A	—	2,873	-2,873	-100%	$279.8K	—	—	—
Coldstream Capital Management Inc	N/A	—	2,829	-2,829	-100%	$275.5K	—	—	—
Arcus Capital Partners, LLC	N/A	—	2,775	-2,775	-100%	$270.3K	—	—	—
Principal Securities, Inc.	N/A	—	2,724	-2,724	-100%	$265.3K	—	—	—
Bank of Nova Scotia Trust Co	N/A	—	2,715	-2,715	-100%	$264.4K	—	—	—
Cambria Investment Management, L.P.	N/A	—	2,587	-2,587	-100%	$251.9K	—	—	—
Martingale Asset Management L P	N/A	—	2,512	-2,512	-100%	$244.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,505	-2,505	-100%	$244.0K	—	—	—
&partners	N/A	—	2,497	-2,497	-100%	$243.2K	—	—	—
Drive Wealth Management, LLC	N/A	—	2,495	-2,495	-100%	$243.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,422	-2,422	-100%	$235.9K	—	—	—
denkapparat Operations GmbH	N/A	—	2,390	-2,390	-100%	$232.8K	—	—	—
Cresset Asset Management, LLC	N/A	—	2,351	-2,351	-100%	$229.0K	—	—	—
Graham Capital Management, L.P.	N/A	—	2,281	-2,281	-100%	$222.1K	—	—	—
Entropy Technologies, LP	N/A	—	2,205	-2,205	-100%	$214.7K	—	—	—
Tidal Investments LLC	N/A	—	2,203	-2,203	-100%	$214.6K	—	—	—
Palouse Capital Management, Inc.	N/A	—	2,158	-2,158	-100%	$210.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,136	-2,136	-100%	$208.0K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	2,118	-2,118	-100%	$206.3K	—	—	—
Huntington National Bank	N/A	—	1,960	-1,960	-100%	$190.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,876	-1,876	-100%	$182.7K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	1,868	-1,868	-100%	$181.9K	—	—	—
National Bank of Canada	N/A	—	1,533	-1,533	-100%	$149.3K	—	—	—
Sprucegrove Investment Management LTD	N/A	—	1,400	-1,400	-100%	$136.3K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	1,206	-1,206	-100%	$117.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,160	-1,160	-100%	$113.0K	—	—	—
BFC Planning, Inc.	N/A	—	1,160	-1,160	-100%	$113.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	980	-980	-100%	$94.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	971	-971	-100%	$94.3K	—	—	—
Group One Trading LLC	N/A	—	948	-948	-100%	$92.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	900	-900	-100%	$87.7K	—	—	—
Hantz Financial Services, Inc.	N/A	—	749	-749	-100%	$73.0K	—	—	—
Elequin Capital, LP	N/A	—	630	-630	-100%	$61.4K	—	—	—
Advisors Asset Management, Inc.	N/A	—	545	-545	-100%	$53.1K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	484	-484	-100%	$47.1K	—	—	—
Optiver Holding B.V.	N/A	—	472	-472	-100%	$46.0K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	393	-393	-100%	$38.3K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	375	-375	-100%	$36.5K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	270	-270	-100%	$26.3K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	248	-248	-100%	$24.4K	—	—	—
Tidemark, LLC	N/A	—	224	-224	-100%	$21.8K	—	—	—
Rothschild Investment LLC	N/A	—	105	-105	-100%	$10.2K	—	—	—
Harbour Investments, Inc.	N/A	—	102	-102	-100%	$9.9K	—	—	—
Chelsea Counsel Co	N/A	—	100	-100	-100%	$9.7K	—	—	—
SHP Wealth Management	N/A	—	100	-100	-100%	$9.7K	—	—	—
CVA Family Office, LLC	N/A	—	92	-92	-100%	$9.0K	—	—	—
Sachetta, LLC	N/A	—	87	-87	-100%	$8.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	82	-82	-100%	$8.0K	—	—	—
Anchor Investment Management, LLC	N/A	—	65	-65	-100%	$6.3K	—	—	—
Purpose Unlimited Inc.	N/A	—	63	-63	-100%	$6.2K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	55	-55	-100%	$5.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	43	-43	-100%	$4.2K	—	—	—
Colonial Trust Co / SC	N/A	—	35	-35	-100%	$3.4K	—	—	—
Kilter Group LLC	N/A	—	30	-30	-100%	$2.9K	—	—	—
Walleye Capital LLC	N/A	—	25	-25	-100%	$2.4K	—	—	—
Ankerstar Wealth, LLC	N/A	—	20	-20	-100%	$1.9K	—	—	—
JPL Wealth Management, LLC	N/A	—	20	-20	-100%	$1.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	18	-18	-100%	$1.8K	—	—	—
Rialto Wealth Management, LLC	N/A	—	17	-17	-100%	$1.7K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	13	-13	-100%	$1.3K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	10	-10	-100%	$974	—	—	—
HFM Investment Advisors, LLC	N/A	—	10	-10	-100%	$974	—	—	—
Quent Capital, LLC	N/A	—	8	-8	-100%	$779	—	—	—
LRI Investments, LLC	N/A	—	6	-6	-100%	$584	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$110	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$97	—	—	—

Showing 408 of 408 institutions