BOK Financial Corporation (BOKF)

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

Shares2,768,990 from 2,726,300

Change+42,690 (+2%)

Value$350.0M (-$28.6M)

Filed 2026-11-04

Elevation Point Wealth Partners, LLC

DECREASED

Shares769,991 from 770,026

Change-35 (0%)

Value$97.3M (-$9.6M)

Filed 2026-11-05

Geode Capital Management, LLC

DECREASED

Shares427,824 from 467,625

Change-39,801 (-9%)

Value$54.1M (-$10.9M)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

INCREASED

Shares201,282 from 197,479

Change+3,803 (+2%)

Value$25.5M (-$2.4M)

Filed 2026-11-04

Arbejdsmarkedets Tillaegspension

INCREASED

Shares185,000 from 47,700

Change+137,300 (+288%)

Value$23.4M (+$16.8M)

Filed 2026-10-30

Bank of New York Mellon Corp

DECREASED

Shares142,821 from 144,070

Change-1,249 (-1%)

Value$18.1M (-$2.0M)

Filed 2026-11-05

Bokf, NA

DECREASED

Shares127,732 from 129,350

Change-1,618 (-1%)

Value$16.1M (-$1.8M)

Filed 2026-10-27

Citigroup Inc

INCREASED

Shares108,284 from 29,831

Change+78,453 (+263%)

Value$13.7M (+$9.5M)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares94,204 from 47,440

Change+46,764 (+99%)

Value$11.9M (+$5.3M)

Filed 2026-11-06

Prescott Group Capital Management, L.L.C.

UNCHANGED

Shares49,993 from 49,993

Change0 (0%)

Value$6.3M (-$623.9K)

Filed 2026-10-30

Russell Investments Group, Ltd.

DECREASED

Shares46,455 from 47,183

Change-728 (-2%)

Value$5.9M (-$680.8K)

Filed 2026-11-06

Cambiar Investors LLC

DECREASED

Shares35,449 from 39,655

Change-4,206 (-11%)

Value$4.5M (-$1.0M)

Filed 2026-11-04

Isthmus Partners, LLC

DECREASED

Shares26,467 from 26,482

Change-15 (0%)

Value$3.3M (-$332.4K)

Filed 2026-10-21

Jefferies Financial Group Inc.

INCREASED

Shares22,800 from 1,465

Change+21,335 (+1456%)

Value$2.9M (+$2.7M)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares18,884 from 3,592

Change+15,292 (+426%)

Value$2.4M (+$1.9M)

Filed 2026-10-16

Polaris Capital Management, LLC

DECREASED

Shares16,564 from 17,364

Change-800 (-5%)

Value$2.1M (-$317.8K)

Filed 2026-10-21

AlphaCore Capital LLC

INCREASED

Shares15,660 from 13,071

Change+2,589 (+20%)

Value$2.0M (+$164.2K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares15,330 from 14,529

Change+801 (+6%)

Value$1.9M (-$80.1K)

Filed 2026-11-02

Amundi

NEW

Shares13,623

Change+13,623

Value$1.7M

Filed 2026-11-06

Probity Advisors, Inc.

DECREASED

Shares11,762 from 12,613

Change-851 (-7%)

Value$1.5M (-$265.0K)

Filed 2026-10-23

Illinois Municipal Retirement Fund

INCREASED

Shares11,384 from 7,339

Change+4,045 (+55%)

Value$1.4M (+$419.7K)

Filed 2026-11-05

Jackson Creek Investment Advisors LLC

DECREASED

Shares11,192 from 11,300

Change-108 (-1%)

Value$1.4M (+$1.4M)

Filed 2026-11-04

Galvin, Gaustad & Stein, LLC

UNCHANGED

Shares10,815 from 10,815

Change0 (0%)

Value$1.4M (-$135.0K)

Filed 2026-10-08

King Luther Capital Management Corp

DECREASED

Shares10,263 from 10,325

Change-62 (-1%)

Value$1.3M (-$136.7K)

Filed 2026-11-05

Oak Thistle LLC

INCREASED

Shares9,984 from 6,430

Change+3,554 (+55%)

Value$1.3M (+$369.0K)

Filed 2026-10-21

LPL Financial LLC

DECREASED

Shares9,525 from 10,042

Change-517 (-5%)

Value$1.2M (-$190.6K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares7,987 from 4,933

Change+3,054 (+62%)

Value$1.0M (+$325.6K)

Filed 2026-10-13

Parallel Advisors, LLC

DECREASED

Shares6,179 from 6,218

Change-39 (-1%)

Value$781.0K (-$82.5K)

Filed 2026-11-03

Cowa, LLC

UNCHANGED

Shares6,123 from 6,123

Change0 (0%)

Value$773.9K (-$76.4K)

Filed 2026-10-30

Savant Capital, LLC

INCREASED

Shares5,931 from 2,217

Change+3,714 (+168%)

Value$749.7K (+$441.7K)

Filed 2026-11-06

R Squared Ltd

INCREASED

Shares5,589 from 1,927

Change+3,662 (+190%)

Value$706.5K (+$438.8K)

Filed 2026-11-06

Arizona State Retirement System

INCREASED

Shares5,561 from 5,449

Change+112 (+2%)

Value$702.9K (-$53.8K)

Filed 2026-11-03

CX Institutional

DECREASED

Shares4,800 from 5,000

Change-200 (-4%)

Value$607 (-$693.4K)

Filed 2026-10-02

Machina Capital S.A.S.

NEW

Shares4,781

Change+4,781

Value$604.3K

Filed 2026-11-05

Greenleaf Trust

DECREASED

Shares4,075 from 4,229

Change-154 (-4%)

Value$515.1K (-$72.2K)

Filed 2026-10-29

Concurrent Investment Advisors, LLC

INCREASED

Shares3,807 from 3,626

Change+181 (+5%)

Value$481.2K (-$22.3K)

Filed 2026-10-16

Olympiad Research LP

NEW

Shares3,608

Change+3,608

Value$456.1K

Filed 2026-11-04

Pictet Asset Management Holding SA

INCREASED

Shares3,466 from 2,381

Change+1,085 (+46%)

Value$438.1K (+$107.4K)

Filed 2026-11-03

Inspire Investing, LLC

DECREASED

Shares3,308 from 3,383

Change-75 (-2%)

Value$418.1K (-$51.7K)

Filed 2026-10-22

Deutsche Bank Ag\

INCREASED

Shares3,273 from 2,309

Change+964 (+42%)

Value$413.7K (+$93.0K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

DECREASED

Shares3,240 from 31,849

Change-28,609 (-90%)

Value$409.5K (-$4.0M)

Filed 2026-10-20

111 Capital

NEW

Shares3,187

Change+3,187

Value$402.8K

Filed 2026-11-03

Anchyra Partners LLC

DECREASED

Shares3,019 from 3,024

Change-5 (0%)

Value$381.6K (-$38.4K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

INCREASED

Shares2,933 from 2,928

Change+5 (+0%)

Value$370.7K (-$35.9K)

Filed 2026-11-06

Swiss Life Asset Management Ltd

UNCHANGED

Shares2,838 from 2,838

Change0 (0%)

Value$358.7K (-$35.4K)

Filed 2026-11-03

Americana Partners, LLC

INCREASED

Shares2,545 from 2,468

Change+77 (+3%)

Value$321.7K (-$21.1K)

Filed 2026-10-28

Evergreen Capital Management LLC

INCREASED

Shares2,033 from 1,524

Change+509 (+33%)

Value$257.0K (+$45.3K)

Filed 2026-10-23

Vise Technologies, Inc.

NEW

Shares1,948

Change+1,948

Value$246.3K

Filed 2026-10-29

CIBC Asset Management Inc

UNCHANGED

Shares1,879 from 1,879

Change0 (0%)

Value$237.5K (-$23.5K)

Filed 2026-11-05

Childress Capital Advisors, LLC

NEW

Shares1,783

Change+1,783

Value$225.4K

Filed 2026-10-28

Gamma Investing LLC

INCREASED

Shares1,724 from 1,694

Change+30 (+2%)

Value$217.9K (-$17.3K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares1,704 from 1,696

Change+8 (+0%)

Value$215.0K (-$21.0K)

Filed 2026-11-02

Signaturefd, LLC

INCREASED

Shares1,606 from 147

Change+1,459 (+993%)

Value$203.0K (+$182.6K)

Filed 2026-10-23

US Bancorp \de\

INCREASED

Shares1,573 from 1,537

Change+36 (+2%)

Value$198.8K (-$14.6K)

Filed 2026-11-05

Nykredit A/S

UNCHANGED

Shares1,394 from 1,394

Change0 (0%)

Value$176.2K (-$17.4K)

Filed 2026-11-06

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares1,358 from 1,358

Change0 (0%)

Value$171.7K (-$16.9K)

Filed 2026-10-07

Burk Holdings LLC

INCREASED

Shares1,216 from 1,215

Change+1 (+0%)

Value$153.7K (-$15.1K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares1,065 from 398

Change+667 (+168%)

Value$134.6K (+$79.3K)

Filed 2026-10-30

GHP Investment Advisors, Inc.

UNCHANGED

Shares875 from 875

Change0 (0%)

Value$110.6K (-$10.9K)

Filed 2026-10-15

KBC Group NV

UNCHANGED

Shares857 from 857

Change0 (0%)

Value$108.0K (-$11.0K)

Filed 2026-10-22

Bayforest Capital Ltd

NEW

Shares827

Change+827

Value$104.5K

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares714 from 607

Change+107 (+18%)

Value$90.3K (+$6.0K)

Filed 2026-10-08

Chilton Capital Management LLC

INCREASED

Shares560 from 557

Change+3 (+1%)

Value$70.8K (-$6.6K)

Filed 2026-10-28

Sterling Capital Management LLC

DECREASED

Shares539 from 568

Change-29 (-5%)

Value$68.1K (-$10.8K)

Filed 2026-10-22

Olistico Wealth, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$63.2K (-$6.2K)

Filed 2026-10-05

Root Financial Partners, LLC

NEW

Shares438

Change+438

Value$55.4K

Filed 2026-10-21

Allworth Financial LP

INCREASED

Shares416 from 409

Change+7 (+2%)

Value$57.8K (+$972)

Filed 2026-11-06

Versant Capital Management, Inc

INCREASED

Shares386 from 375

Change+11 (+3%)

Value$48.8K (-$3.3K)

Filed 2026-10-02

Elyxium Wealth, LLC

NEW

Shares378

Change+378

Value$47.8K

Filed 2026-10-27

EverSource Wealth Advisors, LLC

INCREASED

Shares302 from 256

Change+46 (+18%)

Value$38.2K (+$2.6K)

Filed 2026-11-04

Larson Financial Group LLC

INCREASED

Shares295 from 184

Change+111 (+60%)

Value$37.3K (+$11.7K)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares266 from 266

Change0 (0%)

Value$33.6K (-$3.3K)

Filed 2026-11-05

Raleigh Capital Management Inc.

NEW

Shares224

Change+224

Value$28.3K

Filed 2026-10-28

SJS Investment Consulting Inc.

INCREASED

Shares178 from 83

Change+95 (+114%)

Value$22.5K (+$11.0K)

Filed 2026-10-26

Essential Partners LLC

UNCHANGED

Shares173 from 173

Change0 (0%)

Value$21.9K (-$2.2K)

Filed 2026-10-14

Central Trust Co

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$19.0K (-$1.9K)

Filed 2026-11-05

City State Bank

UNCHANGED

Shares136 from 136

Change0 (0%)

Value$17.2K (-$1.7K)

Filed 2026-10-20

Clearstead Trust, LLC

INCREASED

Shares96 from 47

Change+49 (+104%)

Value$12.1K (+$5.6K)

Filed 2026-11-06

Elevation Wealth Partners, LLC

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$11.4K (-$1.1K)

Filed 2026-10-07

Highline Wealth Partners LLC

NEW

Shares87

Change+87

Value$11.0K

Filed 2026-10-19

JFS Wealth Advisors, LLC

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$9.1K (-$899)

Filed 2026-11-03

Parkside Financial Bank & Trust

DECREASED

Shares70 from 129

Change-59 (-46%)

Value$8.8K (-$9.1K)

Filed 2026-10-27

Fortitude Family Office, LLC

INCREASED

Shares66 from 61

Change+5 (+8%)

Value$8.3K (-$130)

Filed 2026-10-14

True Wealth Design, LLC

INCREASED

Shares59 from 45

Change+14 (+31%)

Value$7.5K (+$1.2K)

Filed 2026-10-13

Covestor Ltd

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$7.0K (+$7.0K)

Filed 2026-10-30

First Horizon Corp

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$6.6K (-$649)

Filed 2026-10-26

Marquette Asset Management, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$6.3K (-$624)

Filed 2026-10-09

Ares Financial Consulting, LLC

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$5.4K (-$537)

Filed 2026-10-19

Creative Capital Management Investments LLC

INCREASED

Shares37 from 24

Change+13 (+54%)

Value$4.7K (+$1.3K)

Filed 2026-10-28

Rossby Financial, LCC

DECREASED

Shares34 from 35

Change-1 (-3%)

Value$4.3K (-$563)

Filed 2026-11-05

Hughes Financial Services, LLC

DECREASED

Shares32 from 34

Change-2 (-6%)

Value$4.2K (-$486)

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$3.7K (-$362)

Filed 2026-10-27

Bell Investment Advisors, Inc

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$3.5K (-$349)

Filed 2026-10-29

UMB Private Wealth Management, LLC

NEW

Shares26

Change+26

Value$3.3K

Filed 2026-10-19

Clearstead Advisors, LLC

INCREASED

Shares24 from 21

Change+3 (+14%)

Value$3.0K (+$116)

Filed 2026-11-06

Private Wealth Management Group, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$2.5K (-$250)

Filed 2026-10-19

Jacobi Capital Management LLC

NEW

Shares18

Change+18

Value$2.3K

Filed 2026-11-05

Bay Harbor Wealth Management, LLC

INCREASED

Shares18 from 17

Change+1 (+6%)

Value$2.3K (-$86)

Filed 2026-11-03

IFP Advisors, Inc

DECREASED

Shares16 from 48

Change-32 (-67%)

Value$2.0K (-$4.6K)

Filed 2026-10-16

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.0K (-$200)

Filed 2026-10-16

UMB Bank, n.a.

INCREASED

Shares15 from 11

Change+4 (+36%)

Value$1.9K (+$368)

Filed 2026-11-06

GoalVest Advisory LLC

NEW

Shares12

Change+12

Value$1.5K

Filed 2026-10-02

Creative Financial Designs Inc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.3K (-$125)

Filed 2026-11-04

Assetmark, Inc

INCREASED

Shares9 from 5

Change+4 (+80%)

Value$1.1K (+$444)

Filed 2026-10-21

Avion Wealth

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

DecisionPoint Financial, LLC

INCREASED

Shares6 from 4

Change+2 (+50%)

Value$759 (+$194)

Filed 2026-10-27

Capital Advisors, Ltd. LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$1 ($0)

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$758 (-$75)

Filed 2026-10-08

Torren Management, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$794 (-$75)

Filed 2026-10-29

Physician Wealth Advisors, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$632 (-$63)

Filed 2026-10-20

Planning Strategies Inc.

NEW

Shares1

Change+1

Value$126

Filed 2026-10-02

Caitong International Asset Management Co., Ltd

NEW

Shares1

Change+1

Value$126

Filed 2026-10-29

Manchester Capital Management LLC

NEW

Shares1

Change+1

Value$127

Filed 2026-10-22

TD Private Client Wealth LLC

NEW

Shares1

Change+1

Value$126

Filed 2026-10-28

Signature Resources Capital Management, LLC

NEW

Shares1

Change+1

Value$126

Filed 2026-10-16

TFC Financial Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$127 (-$12)

Filed 2026-10-26

Silver Grove Financial Group, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$126 (-$13)

Filed 2026-11-05

MV Capital Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$127 (-$12)

Filed 2026-10-29

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$127 (-$12)

Filed 2026-10-15

Reinhart Partners, Llc.

CLOSED

Shares0 from 25,917

Change-25,917 (-100%)

Value$0 (-$3.6M)

Filed 2026-10-09

Ritholtz Wealth Management

CLOSED

Shares0 from 3,279

Change-3,279 (-100%)

Value$0 (-$455.4K)

Filed 2026-11-05

Legacy Wealth Asset Management, LLC

CLOSED

Shares0 from 2,661

Change-2,661 (-100%)

Value$0 (-$369.6K)

Filed 2026-10-09

Citizens & Northern Corp

CLOSED

Shares0 from 1,520

Change-1,520 (-100%)

Value$0 (-$211.1K)

Filed 2026-11-06

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 205

Change-205 (-100%)

Value$0 (-$28.5K)

Filed 2026-11-06

Private Trust Co NA

CLOSED

Shares0 from 89

Change-89 (-100%)

Value$0 (-$12.4K)

Filed 2026-10-20

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-05

NBT Bank, N.A.

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-21

Stone House Investment Management, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-23

AdvisorNet Financial, Inc

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$833)

Filed 2026-10-15

Navigoe, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 ($0)

Filed 2026-11-04

Simplex Trading, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$555)

Filed 2026-11-04

Activest Wealth Management

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-15

George Kaiser Family Foundation

N/A

Shares— from 3,361,707

Change-3,361,707 (-100%)

Value—

Ariel Investments, LLC

N/A

Shares— from 1,627,416

Change-1,627,416 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,353,708

Change-1,353,708 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,132,893

Change-1,132,893 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 988,598

Change-988,598 (-100%)

Value—

State Street Corp

N/A

Shares— from 940,022

Change-940,022 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 864,458

Change-864,458 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 770,021

Change-770,021 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 558,394

Change-558,394 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 501,695

Change-501,695 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 429,528

Change-429,528 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 277,985

Change-277,985 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 253,759

Change-253,759 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 244,470

Change-244,470 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 230,700

Change-230,700 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 211,971

Change-211,971 (-100%)

Value—

Blair William & Co

N/A

Shares— from 194,747

Change-194,747 (-100%)

Value—

UBS Group AG

N/A

Shares— from 184,091

Change-184,091 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 167,588

Change-167,588 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 167,559

Change-167,559 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 160,610

Change-160,610 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 148,350

Change-148,350 (-100%)

Value—

Norges Bank

N/A

Shares— from 145,252

Change-145,252 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 143,782

Change-143,782 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 130,848

Change-130,848 (-100%)

Value—

Avenir Corp

N/A

Shares— from 124,017

Change-124,017 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 121,958

Change-121,958 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 119,192

Change-119,192 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 107,442

Change-107,442 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 97,017

Change-97,017 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 89,956

Change-89,956 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 80,077

Change-80,077 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 79,409

Change-79,409 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 75,501

Change-75,501 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 75,357

Change-75,357 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 62,859

Change-62,859 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 53,902

Change-53,902 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 53,576

Change-53,576 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 53,575

Change-53,575 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 51,641

Change-51,641 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 50,719

Change-50,719 (-100%)

Value—

FIL Ltd

N/A

Shares— from 45,000

Change-45,000 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 44,745

Change-44,745 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 43,817

Change-43,817 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 42,306

Change-42,306 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 40,632

Change-40,632 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 40,628

Change-40,628 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 39,674

Change-39,674 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 37,432

Change-37,432 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 34,945

Change-34,945 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 34,633

Change-34,633 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 33,780

Change-33,780 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 30,777

Change-30,777 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 30,320

Change-30,320 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 29,855

Change-29,855 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 28,735

Change-28,735 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 27,368

Change-27,368 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 27,040

Change-27,040 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 25,826

Change-25,826 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 23,040

Change-23,040 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 22,301

Change-22,301 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 21,195

Change-21,195 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 20,558

Change-20,558 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 20,038

Change-20,038 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 19,443

Change-19,443 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 19,202

Change-19,202 (-100%)

Value—

Martin & Co Inc

N/A

Shares— from 19,137

Change-19,137 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 18,557

Change-18,557 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 17,938

Change-17,938 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 17,456

Change-17,456 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 15,848

Change-15,848 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 15,805

Change-15,805 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 15,723

Change-15,723 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 14,258

Change-14,258 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 13,807

Change-13,807 (-100%)

Value—

Diamond Hill Capital Management, LLC (Investment Advisor)

N/A

Shares— from 12,010

Change-12,010 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 11,927

Change-11,927 (-100%)

Value—

Allstate Corp

N/A

Shares— from 11,798

Change-11,798 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 10,980

Change-10,980 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 10,751

Change-10,751 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 10,356

Change-10,356 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 9,708

Change-9,708 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 9,559

Change-9,559 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 9,460

Change-9,460 (-100%)

Value—

Man Group plc

N/A

Shares— from 9,319

Change-9,319 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,900

Change-8,900 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,891

Change-8,891 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,556

Change-8,556 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,078

Change-8,078 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 8,040

Change-8,040 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 7,556

Change-7,556 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 7,529

Change-7,529 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 7,454

Change-7,454 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 7,444

Change-7,444 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 7,363

Change-7,363 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 7,160

Change-7,160 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 7,121

Change-7,121 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 6,976

Change-6,976 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 6,621

Change-6,621 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 6,472

Change-6,472 (-100%)

Value—

Frec Markets, Inc.

N/A

Shares— from 6,291

Change-6,291 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 6,218

Change-6,218 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 6,212

Change-6,212 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 5,588

Change-5,588 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 5,533

Change-5,533 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 5,430

Change-5,430 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 5,306

Change-5,306 (-100%)

Value—

Elk River Wealth Management LLC

N/A

Shares— from 5,056

Change-5,056 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 4,978

Change-4,978 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 4,975

Change-4,975 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 4,964

Change-4,964 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,856

Change-4,856 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 4,827

Change-4,827 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 4,775

Change-4,775 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 4,713

Change-4,713 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 4,235

Change-4,235 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 4,213

Change-4,213 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 4,071

Change-4,071 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 4,068

Change-4,068 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 3,520

Change-3,520 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 3,320

Change-3,320 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 3,225

Change-3,225 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 2,915

Change-2,915 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,878

Change-2,878 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 2,863

Change-2,863 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 2,795

Change-2,795 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 2,771

Change-2,771 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 2,730

Change-2,730 (-100%)

Value—

Catalyst Funds Management Pty Ltd

N/A

Shares— from 2,700

Change-2,700 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 2,630

Change-2,630 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,625

Change-2,625 (-100%)

Value—

Ironwood Investment Counsel, LLC

N/A

Shares— from 2,573

Change-2,573 (-100%)

Value—

&partners

N/A

Shares— from 2,569

Change-2,569 (-100%)

Value—

Heritage Trust Co

N/A

Shares— from 2,568

Change-2,568 (-100%)

Value—

Capital Advisors Inc

N/A

Shares— from 2,458

Change-2,458 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,438

Change-2,438 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,434

Change-2,434 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 2,365

Change-2,365 (-100%)

Value—

Commerce Bank

N/A

Shares— from 2,290

Change-2,290 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 2,190

Change-2,190 (-100%)

Value—

Sagewood Asset Management LP

N/A

Shares— from 2,089

Change-2,089 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 2,018

Change-2,018 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,007

Change-2,007 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,951

Change-1,951 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 1,923

Change-1,923 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 1,911

Change-1,911 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 1,859

Change-1,859 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,840

Change-1,840 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 1,787

Change-1,787 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,732

Change-1,732 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 1,681

Change-1,681 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 1,611

Change-1,611 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,607

Change-1,607 (-100%)

Value—

Everpar Advisors LLC

N/A

Shares— from 1,560

Change-1,560 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 1,502

Change-1,502 (-100%)

Value—

Worldquant Millennium Advisors LLC

N/A

Shares— from 1,466

Change-1,466 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 1,443

Change-1,443 (-100%)

Value—

Sprucegrove Investment Management LTD

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,302

Change-1,302 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 1,287

Change-1,287 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,238

Change-1,238 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 430

Change-430 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 316

Change-316 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 308

Change-308 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 260

Change-260 (-100%)

Value—

Quarry LP

N/A

Shares— from 221

Change-221 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 185

Change-185 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 125

Change-125 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 122

Change-122 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 115

Change-115 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 104

Change-104 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 54

Change-54 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 53

Change-53 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 51

Change-51 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 40

Change-40 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 27

Change-27 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 17

Change-17 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 16

Change-16 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 5

Change-5 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,768,990	2,726,300	+42,690	+2%	$378.6M	$350.0M	-$28.6M	2026-11-04
Elevation Point Wealth Partners, LLC	DECREASED	769,991	770,026	-35	0%	$106.9M	$97.3M	-$9.6M	2026-11-05
Geode Capital Management, LLC	DECREASED	427,824	467,625	-39,801	-9%	$65.0M	$54.1M	-$10.9M	2026-11-06
Allspring Global Investments Holdings, LLC	INCREASED	201,282	197,479	+3,803	+2%	$27.9M	$25.5M	-$2.4M	2026-11-04
Arbejdsmarkedets Tillaegspension	INCREASED	185,000	47,700	+137,300	+288%	$6.6M	$23.4M	+$16.8M	2026-10-30
Bank of New York Mellon Corp	DECREASED	142,821	144,070	-1,249	-1%	$20.0M	$18.1M	-$2.0M	2026-11-05
Bokf, NA	DECREASED	127,732	129,350	-1,618	-1%	$18.0M	$16.1M	-$1.8M	2026-10-27
Citigroup Inc	INCREASED	108,284	29,831	+78,453	+263%	$4.1M	$13.7M	+$9.5M	2026-11-04
Barclays PLC	INCREASED	94,204	47,440	+46,764	+99%	$6.6M	$11.9M	+$5.3M	2026-11-06
Prescott Group Capital Management, L.L.C.	UNCHANGED	49,993	49,993	0	0%	$6.9M	$6.3M	-$623.9K	2026-10-30
Russell Investments Group, Ltd.	DECREASED	46,455	47,183	-728	-2%	$6.6M	$5.9M	-$680.8K	2026-11-06
Cambiar Investors LLC	DECREASED	35,449	39,655	-4,206	-11%	$5.5M	$4.5M	-$1.0M	2026-11-04
Isthmus Partners, LLC	DECREASED	26,467	26,482	-15	0%	$3.7M	$3.3M	-$332.4K	2026-10-21
Jefferies Financial Group Inc.	INCREASED	22,800	1,465	+21,335	+1456%	$203.5K	$2.9M	+$2.7M	2026-11-05
Y-Intercept (Hong Kong) Ltd	INCREASED	18,884	3,592	+15,292	+426%	$498.9K	$2.4M	+$1.9M	2026-10-16
Polaris Capital Management, LLC	DECREASED	16,564	17,364	-800	-5%	$2.4M	$2.1M	-$317.8K	2026-10-21
AlphaCore Capital LLC	INCREASED	15,660	13,071	+2,589	+20%	$1.8M	$2.0M	+$164.2K	2026-11-04
Creative Planning	INCREASED	15,330	14,529	+801	+6%	$2.0M	$1.9M	-$80.1K	2026-11-02
Amundi	NEW	13,623	—	+13,623	—	—	$1.7M	—	2026-11-06
Probity Advisors, Inc.	DECREASED	11,762	12,613	-851	-7%	$1.8M	$1.5M	-$265.0K	2026-10-23
Illinois Municipal Retirement Fund	INCREASED	11,384	7,339	+4,045	+55%	$1.0M	$1.4M	+$419.7K	2026-11-05
Jackson Creek Investment Advisors LLC	DECREASED	11,192	11,300	-108	-1%	$1.6K	$1.4M	+$1.4M	2026-11-04
Galvin, Gaustad & Stein, LLC	UNCHANGED	10,815	10,815	0	0%	$1.5M	$1.4M	-$135.0K	2026-10-08
King Luther Capital Management Corp	DECREASED	10,263	10,325	-62	-1%	$1.4M	$1.3M	-$136.7K	2026-11-05
Oak Thistle LLC	INCREASED	9,984	6,430	+3,554	+55%	$893.0K	$1.3M	+$369.0K	2026-10-21
LPL Financial LLC	DECREASED	9,525	10,042	-517	-5%	$1.4M	$1.2M	-$190.6K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	7,987	4,933	+3,054	+62%	$684.2K	$1.0M	+$325.6K	2026-10-13
Parallel Advisors, LLC	DECREASED	6,179	6,218	-39	-1%	$863.6K	$781.0K	-$82.5K	2026-11-03
Cowa, LLC	UNCHANGED	6,123	6,123	0	0%	$850.4K	$773.9K	-$76.4K	2026-10-30
Savant Capital, LLC	INCREASED	5,931	2,217	+3,714	+168%	$307.9K	$749.7K	+$441.7K	2026-11-06
R Squared Ltd	INCREASED	5,589	1,927	+3,662	+190%	$267.6K	$706.5K	+$438.8K	2026-11-06
Arizona State Retirement System	INCREASED	5,561	5,449	+112	+2%	$756.8K	$702.9K	-$53.8K	2026-11-03
CX Institutional	DECREASED	4,800	5,000	-200	-4%	$694.0K	$607	-$693.4K	2026-10-02
Machina Capital S.A.S.	NEW	4,781	—	+4,781	—	—	$604.3K	—	2026-11-05
Greenleaf Trust	DECREASED	4,075	4,229	-154	-4%	$587.3K	$515.1K	-$72.2K	2026-10-29
Concurrent Investment Advisors, LLC	INCREASED	3,807	3,626	+181	+5%	$503.5K	$481.2K	-$22.3K	2026-10-16
Olympiad Research LP	NEW	3,608	—	+3,608	—	—	$456.1K	—	2026-11-04
Pictet Asset Management Holding SA	INCREASED	3,466	2,381	+1,085	+46%	$330.7K	$438.1K	+$107.4K	2026-11-03
Inspire Investing, LLC	DECREASED	3,308	3,383	-75	-2%	$469.8K	$418.1K	-$51.7K	2026-10-22
Deutsche Bank Ag\	INCREASED	3,273	2,309	+964	+42%	$320.7K	$413.7K	+$93.0K	2026-11-06
Nisa Investment Advisors, LLC	DECREASED	3,240	31,849	-28,609	-90%	$4.4M	$409.5K	-$4.0M	2026-10-20
111 Capital	NEW	3,187	—	+3,187	—	—	$402.8K	—	2026-11-03
Anchyra Partners LLC	DECREASED	3,019	3,024	-5	0%	$420.0K	$381.6K	-$38.4K	2026-10-13
PNC Financial Services Group, Inc.	INCREASED	2,933	2,928	+5	+0%	$406.6K	$370.7K	-$35.9K	2026-11-06
Swiss Life Asset Management Ltd	UNCHANGED	2,838	2,838	0	0%	$394.1K	$358.7K	-$35.4K	2026-11-03
Americana Partners, LLC	INCREASED	2,545	2,468	+77	+3%	$342.8K	$321.7K	-$21.1K	2026-10-28
Evergreen Capital Management LLC	INCREASED	2,033	1,524	+509	+33%	$211.7K	$257.0K	+$45.3K	2026-10-23
Vise Technologies, Inc.	NEW	1,948	—	+1,948	—	—	$246.3K	—	2026-10-29
CIBC Asset Management Inc	UNCHANGED	1,879	1,879	0	0%	$261.0K	$237.5K	-$23.5K	2026-11-05
Childress Capital Advisors, LLC	NEW	1,783	—	+1,783	—	—	$225.4K	—	2026-10-28
Gamma Investing LLC	INCREASED	1,724	1,694	+30	+2%	$235.3K	$217.9K	-$17.3K	2026-10-08
Cambridge Investment Research Advisors, Inc.	INCREASED	1,704	1,696	+8	+0%	$236.0K	$215.0K	-$21.0K	2026-11-02
Signaturefd, LLC	INCREASED	1,606	147	+1,459	+993%	$20.4K	$203.0K	+$182.6K	2026-10-23
US Bancorp \de\	INCREASED	1,573	1,537	+36	+2%	$213.5K	$198.8K	-$14.6K	2026-11-05
Nykredit A/S	UNCHANGED	1,394	1,394	0	0%	$193.6K	$176.2K	-$17.4K	2026-11-06
Wealth Enhancement Trust Services, Inc.	UNCHANGED	1,358	1,358	0	0%	$188.6K	$171.7K	-$16.9K	2026-10-07
Burk Holdings LLC	INCREASED	1,216	1,215	+1	+0%	$168.8K	$153.7K	-$15.1K	2026-11-05
Strs Ohio	INCREASED	1,065	398	+667	+168%	$55.3K	$134.6K	+$79.3K	2026-10-30
GHP Investment Advisors, Inc.	UNCHANGED	875	875	0	0%	$121.5K	$110.6K	-$10.9K	2026-10-15
KBC Group NV	UNCHANGED	857	857	0	0%	$119.0K	$108.0K	-$11.0K	2026-10-22
Bayforest Capital Ltd	NEW	827	—	+827	—	—	$104.5K	—	2026-11-03
Farther Finance Advisors, LLC	INCREASED	714	607	+107	+18%	$84.3K	$90.3K	+$6.0K	2026-10-08
Chilton Capital Management LLC	INCREASED	560	557	+3	+1%	$77.4K	$70.8K	-$6.6K	2026-10-28
Sterling Capital Management LLC	DECREASED	539	568	-29	-5%	$78.9K	$68.1K	-$10.8K	2026-10-22
Olistico Wealth, LLC	UNCHANGED	500	500	0	0%	$69.4K	$63.2K	-$6.2K	2026-10-05
Root Financial Partners, LLC	NEW	438	—	+438	—	—	$55.4K	—	2026-10-21
Allworth Financial LP	INCREASED	416	409	+7	+2%	$56.8K	$57.8K	+$972	2026-11-06
Versant Capital Management, Inc	INCREASED	386	375	+11	+3%	$52.1K	$48.8K	-$3.3K	2026-10-02
Elyxium Wealth, LLC	NEW	378	—	+378	—	—	$47.8K	—	2026-10-27
EverSource Wealth Advisors, LLC	INCREASED	302	256	+46	+18%	$35.6K	$38.2K	+$2.6K	2026-11-04
Larson Financial Group LLC	INCREASED	295	184	+111	+60%	$25.6K	$37.3K	+$11.7K	2026-11-05
Fifth Third Bancorp	UNCHANGED	266	266	0	0%	$37.0K	$33.6K	-$3.3K	2026-11-05
Raleigh Capital Management Inc.	NEW	224	—	+224	—	—	$28.3K	—	2026-10-28
SJS Investment Consulting Inc.	INCREASED	178	83	+95	+114%	$11.5K	$22.5K	+$11.0K	2026-10-26
Essential Partners LLC	UNCHANGED	173	173	0	0%	$24.0K	$21.9K	-$2.2K	2026-10-14
Central Trust Co	UNCHANGED	150	150	0	0%	$20.8K	$19.0K	-$1.9K	2026-11-05
City State Bank	UNCHANGED	136	136	0	0%	$18.9K	$17.2K	-$1.7K	2026-10-20
Clearstead Trust, LLC	INCREASED	96	47	+49	+104%	$6.5K	$12.1K	+$5.6K	2026-11-06
Elevation Wealth Partners, LLC	UNCHANGED	90	90	0	0%	$12.5K	$11.4K	-$1.1K	2026-10-07
Highline Wealth Partners LLC	NEW	87	—	+87	—	—	$11.0K	—	2026-10-19
JFS Wealth Advisors, LLC	UNCHANGED	72	72	0	0%	$10.0K	$9.1K	-$899	2026-11-03
Parkside Financial Bank & Trust	DECREASED	70	129	-59	-46%	$17.9K	$8.8K	-$9.1K	2026-10-27
Fortitude Family Office, LLC	INCREASED	66	61	+5	+8%	$8.5K	$8.3K	-$130	2026-10-14
True Wealth Design, LLC	INCREASED	59	45	+14	+31%	$6.3K	$7.5K	+$1.2K	2026-10-13
Covestor Ltd	UNCHANGED	55	55	0	0%	$8	$7.0K	+$7.0K	2026-10-30
First Horizon Corp	UNCHANGED	52	52	0	0%	$7.2K	$6.6K	-$649	2026-10-26
Marquette Asset Management, LLC	UNCHANGED	50	50	0	0%	$6.9K	$6.3K	-$624	2026-10-09
Ares Financial Consulting, LLC	UNCHANGED	43	43	0	0%	$6.0K	$5.4K	-$537	2026-10-19
Creative Capital Management Investments LLC	INCREASED	37	24	+13	+54%	$3.3K	$4.7K	+$1.3K	2026-10-28
Rossby Financial, LCC	DECREASED	34	35	-1	-3%	$4.9K	$4.3K	-$563	2026-11-05
Hughes Financial Services, LLC	DECREASED	32	34	-2	-6%	$4.7K	$4.2K	-$486	2026-10-30
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	29	29	0	0%	$4.0K	$3.7K	-$362	2026-10-27
Bell Investment Advisors, Inc	UNCHANGED	28	28	0	0%	$3.9K	$3.5K	-$349	2026-10-29
UMB Private Wealth Management, LLC	NEW	26	—	+26	—	—	$3.3K	—	2026-10-19
Clearstead Advisors, LLC	INCREASED	24	21	+3	+14%	$2.9K	$3.0K	+$116	2026-11-06
Private Wealth Management Group, LLC	UNCHANGED	20	20	0	0%	$2.8K	$2.5K	-$250	2026-10-19
Jacobi Capital Management LLC	NEW	18	—	+18	—	—	$2.3K	—	2026-11-05
Bay Harbor Wealth Management, LLC	INCREASED	18	17	+1	+6%	$2.4K	$2.3K	-$86	2026-11-03
IFP Advisors, Inc	DECREASED	16	48	-32	-67%	$6.7K	$2.0K	-$4.6K	2026-10-16
DiNuzzo Private Wealth, Inc.	UNCHANGED	16	16	0	0%	$2.2K	$2.0K	-$200	2026-10-16
UMB Bank, n.a.	INCREASED	15	11	+4	+36%	$1.5K	$1.9K	+$368	2026-11-06
GoalVest Advisory LLC	NEW	12	—	+12	—	—	$1.5K	—	2026-10-02
Creative Financial Designs Inc	UNCHANGED	10	10	0	0%	$1.4K	$1.3K	-$125	2026-11-04
Assetmark, Inc	INCREASED	9	5	+4	+80%	$694	$1.1K	+$444	2026-10-21
Avion Wealth	UNCHANGED	8	8	0	0%	$1	$1	$0	2026-11-04
DecisionPoint Financial, LLC	INCREASED	6	4	+2	+50%	$565	$759	+$194	2026-10-27
Capital Advisors, Ltd. LLC	UNCHANGED	6	6	0	0%	$1	$1	$0	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	6	6	0	0%	$833	$758	-$75	2026-10-08
Torren Management, LLC	UNCHANGED	6	6	0	0%	$869	$794	-$75	2026-10-29
Physician Wealth Advisors, Inc.	UNCHANGED	5	5	0	0%	$695	$632	-$63	2026-10-20
Planning Strategies Inc.	NEW	1	—	+1	—	—	$126	—	2026-10-02
Caitong International Asset Management Co., Ltd	NEW	1	—	+1	—	—	$126	—	2026-10-29
Manchester Capital Management LLC	NEW	1	—	+1	—	—	$127	—	2026-10-22
TD Private Client Wealth LLC	NEW	1	—	+1	—	—	$126	—	2026-10-28
Signature Resources Capital Management, LLC	NEW	1	—	+1	—	—	$126	—	2026-10-16
TFC Financial Management, Inc.	UNCHANGED	1	1	0	0%	$139	$127	-$12	2026-10-26
Silver Grove Financial Group, Inc.	UNCHANGED	1	1	0	0%	$139	$126	-$13	2026-11-05
MV Capital Management, Inc.	UNCHANGED	1	1	0	0%	$139	$127	-$12	2026-10-29
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$139	$127	-$12	2026-10-15
Reinhart Partners, Llc.	CLOSED	0	25,917	-25,917	-100%	$3.6M	$0	-$3.6M	2026-10-09
Ritholtz Wealth Management	CLOSED	0	3,279	-3,279	-100%	$455.4K	$0	-$455.4K	2026-11-05
Legacy Wealth Asset Management, LLC	CLOSED	0	2,661	-2,661	-100%	$369.6K	$0	-$369.6K	2026-10-09
Citizens & Northern Corp	CLOSED	0	1,520	-1,520	-100%	$211.1K	$0	-$211.1K	2026-11-06
Institute for Wealth Management, Llc.	CLOSED	0	205	-205	-100%	$28.5K	$0	-$28.5K	2026-11-06
Private Trust Co NA	CLOSED	0	89	-89	-100%	$12.4K	$0	-$12.4K	2026-10-20
MassMutual Private Wealth & Trust, FSB	CLOSED	0	12	-12	-100%	$1.7K	$0	-$1.7K	2026-10-05
NBT Bank, N.A.	CLOSED	0	11	-11	-100%	$1.5K	$0	-$1.5K	2026-10-21
Stone House Investment Management, LLC	CLOSED	0	10	-10	-100%	$1.4K	$0	-$1.4K	2026-10-23
AdvisorNet Financial, Inc	CLOSED	0	6	-6	-100%	$833	$0	-$833	2026-10-15
Navigoe, LLC	CLOSED	0	5	-5	-100%	$0	$0	$0	2026-11-04
Simplex Trading, LLC	CLOSED	0	4	-4	-100%	$555	$0	-$555	2026-11-04
Activest Wealth Management	CLOSED	0	0	0	—	$0	$0	$0	2026-10-15
George Kaiser Family Foundation	N/A	—	3,361,707	-3,361,707	-100%	$466.9M	—	—	—
Ariel Investments, LLC	N/A	—	1,627,416	-1,627,416	-100%	$226.0M	—	—	—
FMR LLC	N/A	—	1,353,708	-1,353,708	-100%	$188.0M	—	—	—
BlackRock, Inc.	N/A	—	1,132,893	-1,132,893	-100%	$157.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	988,598	-988,598	-100%	$137.3M	—	—	—
State Street Corp	N/A	—	940,022	-940,022	-100%	$130.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	864,458	-864,458	-100%	$120.1M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	770,021	-770,021	-100%	$106.9M	—	—	—
Victory Capital Management Inc	N/A	—	558,394	-558,394	-100%	$77.5M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	501,695	-501,695	-100%	$69.7M	—	—	—
AQR Capital Management LLC	N/A	—	429,528	-429,528	-100%	$59.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	277,985	-277,985	-100%	$38.6M	—	—	—
Morgan Stanley	N/A	—	253,759	-253,759	-100%	$35.2M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	244,470	-244,470	-100%	$34.0M	—	—	—
CIBC World Market Inc.	N/A	—	230,700	-230,700	-100%	$32.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	211,971	-211,971	-100%	$29.4M	—	—	—
Blair William & Co	N/A	—	194,747	-194,747	-100%	$27.0M	—	—	—
UBS Group AG	N/A	—	184,091	-184,091	-100%	$25.6M	—	—	—
Millennium Management LLC	N/A	—	167,588	-167,588	-100%	$23.3M	—	—	—
HRT Financial LP	N/A	—	167,559	-167,559	-100%	$23.3M	—	—	—
Two Sigma Investments, LP	N/A	—	160,610	-160,610	-100%	$22.3M	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	148,350	-148,350	-100%	$20.6M	—	—	—
Norges Bank	N/A	—	145,252	-145,252	-100%	$20.2M	—	—	—
Northern Trust Corp	N/A	—	143,782	-143,782	-100%	$20.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	130,848	-130,848	-100%	$18.2M	—	—	—
Avenir Corp	N/A	—	124,017	-124,017	-100%	$17.2M	—	—	—
Quantinno Capital Management LP	N/A	—	121,958	-121,958	-100%	$16.9M	—	—	—
Bank of America Corp	N/A	—	119,192	-119,192	-100%	$16.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	107,442	-107,442	-100%	$14.9M	—	—	—
BNP Paribas Financial Markets	N/A	—	97,017	-97,017	-100%	$13.5M	—	—	—
First Trust Advisors LP	N/A	—	89,956	-89,956	-100%	$12.5M	—	—	—
Renaissance Technologies LLC	N/A	—	80,077	-80,077	-100%	$11.1M	—	—	—
Balyasny Asset Management L.P.	N/A	—	79,409	-79,409	-100%	$11.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	75,501	-75,501	-100%	$10.5M	—	—	—
Edgestream Partners, L.P.	N/A	—	75,357	-75,357	-100%	$10.5M	—	—	—
Squarepoint Ops LLC	N/A	—	62,859	-62,859	-100%	$8.7M	—	—	—
Marshall Wace, LLP	N/A	—	53,902	-53,902	-100%	$7.5M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	53,576	-53,576	-100%	$7.4M	—	—	—
JPMorgan Chase & Co	N/A	—	53,575	-53,575	-100%	$7.5M	—	—	—
Invesco Ltd.	N/A	—	51,641	-51,641	-100%	$7.2M	—	—	—
Panagora Asset Management Inc	N/A	—	50,719	-50,719	-100%	$7.0M	—	—	—
FIL Ltd	N/A	—	45,000	-45,000	-100%	$6.2M	—	—	—
Royce & Associates LP	N/A	—	44,745	-44,745	-100%	$6.2M	—	—	—
Qube Research & Technologies Ltd	N/A	—	43,817	-43,817	-100%	$6.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	42,306	-42,306	-100%	$5.9M	—	—	—
Nuveen, LLC	N/A	—	40,632	-40,632	-100%	$5.6M	—	—	—
Citadel Advisors LLC	N/A	—	40,628	-40,628	-100%	$5.6M	—	—	—
Swiss National Bank	N/A	—	39,674	-39,674	-100%	$5.5M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	37,432	-37,432	-100%	$5.2M	—	—	—
SEI Investments Co	N/A	—	34,945	-34,945	-100%	$4.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	34,633	-34,633	-100%	$4.8M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	33,780	-33,780	-100%	$4.7M	—	—	—
Brevan Howard Capital Management LP	N/A	—	30,777	-30,777	-100%	$4.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	30,320	-30,320	-100%	$4.2M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	29,855	-29,855	-100%	$4.1M	—	—	—
Point72 Asset Management, L.P.	N/A	—	28,735	-28,735	-100%	$4.0M	—	—	—
Wells Fargo & Company	N/A	—	27,368	-27,368	-100%	$3.8M	—	—	—
Dark Forest Capital Management LP	N/A	—	27,040	-27,040	-100%	$3.8M	—	—	—
Rafferty Asset Management, LLC	N/A	—	25,826	-25,826	-100%	$3.6M	—	—	—
California State Teachers Retirement System	N/A	—	23,040	-23,040	-100%	$3.2M	—	—	—
Rhumbline Advisers	N/A	—	22,301	-22,301	-100%	$3.1M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	21,195	-21,195	-100%	$2.9M	—	—	—
Summit Trail Advisors, LLC	N/A	—	20,558	-20,558	-100%	$2.9M	—	—	—
Verition Fund Management LLC	N/A	—	20,038	-20,038	-100%	$2.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	19,443	-19,443	-100%	$2.7M	—	—	—
Readystate Asset Management LP	N/A	—	19,202	-19,202	-100%	$2.7M	—	—	—
Martin & Co Inc	N/A	—	19,137	-19,137	-100%	$2.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	18,557	-18,557	-100%	$2.6M	—	—	—
Fieldview Capital Management, LLC	N/A	—	17,938	-17,938	-100%	$2.5M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	17,456	-17,456	-100%	$2.4M	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	15,848	-15,848	-100%	$2.2M	—	—	—
Tudor Investment Corp ET AL	N/A	—	15,805	-15,805	-100%	$2.2M	—	—	—
Legal & General Group Plc	N/A	—	15,723	-15,723	-100%	$2.2M	—	—	—
American Century Companies Inc	N/A	—	14,258	-14,258	-100%	$2.0M	—	—	—
Palisade Capital Management, LP	N/A	—	13,807	-13,807	-100%	$1.9M	—	—	—
Diamond Hill Capital Management, LLC (Investment Advisor)	N/A	—	12,010	-12,010	-100%	$1.7M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	11,927	-11,927	-100%	$1.7M	—	—	—
Allstate Corp	N/A	—	11,798	-11,798	-100%	$1.6M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	10,980	-10,980	-100%	$1.5M	—	—	—
New York State Common Retirement Fund	N/A	—	10,751	-10,751	-100%	$1.5M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	10,356	-10,356	-100%	$1.4M	—	—	—
Alliancebernstein L.P.	N/A	—	9,708	-9,708	-100%	$1.2M	—	—	—
Franklin Resources Inc	N/A	—	9,559	-9,559	-100%	$1.3M	—	—	—
Jupiter Topco LLC	N/A	—	9,460	-9,460	-100%	$1.3M	—	—	—
Man Group plc	N/A	—	9,319	-9,319	-100%	$1.3M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,900	-8,900	-100%	$1.2M	—	—	—
SG Americas Securities, LLC	N/A	—	8,891	-8,891	-100%	$1.2M	—	—	—
Mercer Global Advisors Inc	N/A	—	8,556	-8,556	-100%	$1.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,078	-8,078	-100%	$1.1M	—	—	—
Treasurer of the State of North Carolina	N/A	—	8,040	-8,040	-100%	$1.1M	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	7,556	-7,556	-100%	$1.0M	—	—	—
Jump Financial, LLC	N/A	—	7,529	-7,529	-100%	$1.0M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	7,454	-7,454	-100%	$1.0M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	7,444	-7,444	-100%	$1.0M	—	—	—
AXQ Capital, LP	N/A	—	7,363	-7,363	-100%	$1.0M	—	—	—
Focus Partners Wealth	N/A	—	7,160	-7,160	-100%	$994.4K	—	—	—
Engineers Gate Manager LP	N/A	—	7,121	-7,121	-100%	$989.0K	—	—	—
Inceptionr LLC	N/A	—	6,976	-6,976	-100%	$968.8K	—	—	—
Neuberger Berman Group LLC	N/A	—	6,621	-6,621	-100%	$919.5K	—	—	—
Handelsbanken Fonder AB	N/A	—	6,472	-6,472	-100%	$899.0K	—	—	—
Frec Markets, Inc.	N/A	—	6,291	-6,291	-100%	$873.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	6,218	-6,218	-100%	$863.6K	—	—	—
Mirabella Financial Services LLP	N/A	—	6,212	-6,212	-100%	$862.7K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	5,588	-5,588	-100%	$776.1K	—	—	—
Ameriprise Financial Inc	N/A	—	5,533	-5,533	-100%	$768.4K	—	—	—
Aquatic Capital Management LLC	N/A	—	5,430	-5,430	-100%	$754.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	5,306	-5,306	-100%	$736.9K	—	—	—
Elk River Wealth Management LLC	N/A	—	5,056	-5,056	-100%	$702.2K	—	—	—
DRW Securities, LLC	N/A	—	4,978	-4,978	-100%	$691.3K	—	—	—
EntryPoint Capital, LLC	N/A	—	4,975	-4,975	-100%	$690.9K	—	—	—
Acadian Asset Management LLC	N/A	—	4,964	-4,964	-100%	$689.0K	—	—	—
HighTower Advisors, LLC	N/A	—	4,856	-4,856	-100%	$674.5K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	4,827	-4,827	-100%	$670.4K	—	—	—
Jain Global LLC	N/A	—	4,775	-4,775	-100%	$663.2K	—	—	—
Raymond James Financial Inc	N/A	—	4,713	-4,713	-100%	$654.6K	—	—	—
Captrust Financial Advisors	N/A	—	4,235	-4,235	-100%	$588.2K	—	—	—
Gotham Asset Management, LLC	N/A	—	4,213	-4,213	-100%	$585.1K	—	—	—
XTX Topco Ltd	N/A	—	4,071	-4,071	-100%	$565.4K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	4,068	-4,068	-100%	$565.0K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	3,520	-3,520	-100%	$488.9K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	3,320	-3,320	-100%	$461.1K	—	—	—
Syon Capital LLC	N/A	—	3,225	-3,225	-100%	$447.9K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	2,915	-2,915	-100%	$404.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,878	-2,878	-100%	$399.7K	—	—	—
Cerity Partners LLC	N/A	—	2,863	-2,863	-100%	$397.6K	—	—	—
MML Investors Services, LLC	N/A	—	2,795	-2,795	-100%	$388.2K	—	—	—
Canada Life Assurance Co	N/A	—	2,771	-2,771	-100%	$384.0K	—	—	—
NorthRock Partners, LLC	N/A	—	2,730	-2,730	-100%	$379.1K	—	—	—
Catalyst Funds Management Pty Ltd	N/A	—	2,700	-2,700	-100%	$375.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	2,630	-2,630	-100%	$365.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,625	-2,625	-100%	$364.6K	—	—	—
Ironwood Investment Counsel, LLC	N/A	—	2,573	-2,573	-100%	$357.3K	—	—	—
&partners	N/A	—	2,569	-2,569	-100%	$356.8K	—	—	—
Heritage Trust Co	N/A	—	2,568	-2,568	-100%	$356.6K	—	—	—
Capital Advisors Inc	N/A	—	2,458	-2,458	-100%	$341.4K	—	—	—
Royal Bank of Canada	N/A	—	2,438	-2,438	-100%	$338.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,434	-2,434	-100%	$338.0K	—	—	—
M&T Bank Corp	N/A	—	2,365	-2,365	-100%	$328.1K	—	—	—
Commerce Bank	N/A	—	2,290	-2,290	-100%	$318.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	2,190	-2,190	-100%	$304.1K	—	—	—
Sagewood Asset Management LP	N/A	—	2,089	-2,089	-100%	$290.1K	—	—	—
Aigen Investment Management, LP	N/A	—	2,018	-2,018	-100%	$280.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,007	-2,007	-100%	$278.7K	—	—	—
Bank of Montreal	N/A	—	1,951	-1,951	-100%	$271.0K	—	—	—
Quadrature Capital Ltd	N/A	—	1,923	-1,923	-100%	$267.1K	—	—	—
HSBC Holdings PLC	N/A	—	1,911	-1,911	-100%	$265.4K	—	—	—
Stifel Financial Corp	N/A	—	1,859	-1,859	-100%	$258.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,840	-1,840	-100%	$255.6K	—	—	—
SageView Advisory Group, LLC	N/A	—	1,787	-1,787	-100%	$248.2K	—	—	—
Quantbot Technologies LP	N/A	—	1,732	-1,732	-100%	$240.5K	—	—	—
Centiva Capital, LP	N/A	—	1,681	-1,681	-100%	$233.5K	—	—	—
Baird Financial Group, Inc.	N/A	—	1,611	-1,611	-100%	$223.7K	—	—	—
Arax Advisory Partners	N/A	—	1,607	-1,607	-100%	$223.2K	—	—	—
Everpar Advisors LLC	N/A	—	1,560	-1,560	-100%	$216.7K	—	—	—
Headlands Technologies LLC	N/A	—	1,502	-1,502	-100%	$208.6K	—	—	—
Worldquant Millennium Advisors LLC	N/A	—	1,466	-1,466	-100%	$203.6K	—	—	—
Voya Investment Management LLC	N/A	—	1,443	-1,443	-100%	$200.4K	—	—	—
Sprucegrove Investment Management LTD	N/A	—	1,400	-1,400	-100%	$194.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,302	-1,302	-100%	$180.8K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	1,287	-1,287	-100%	$178.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,238	-1,238	-100%	$172.4K	—	—	—
Quent Capital, LLC	N/A	—	430	-430	-100%	$59.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	316	-316	-100%	$43.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	308	-308	-100%	$42.8K	—	—	—
Pinnacle Holdings, LLC	N/A	—	260	-260	-100%	$36.1K	—	—	—
Quarry LP	N/A	—	221	-221	-100%	$30.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	185	-185	-100%	$25.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	125	-125	-100%	$17.4K	—	—	—
Whittier Trust Co	N/A	—	122	-122	-100%	$17.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	120	-120	-100%	$16.7K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	115	-115	-100%	$16.0K	—	—	—
CVA Family Office, LLC	N/A	—	104	-104	-100%	$14.4K	—	—	—
LRI Investments, LLC	N/A	—	101	-101	-100%	$14.0K	—	—	—
Picton Mahoney Asset Management	N/A	—	54	-54	-100%	$7.5K	—	—	—
Rothschild Investment LLC	N/A	—	53	-53	-100%	$7.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	51	-51	-100%	$6.8K	—	—	—
Bogart Wealth, LLC	N/A	—	41	-41	-100%	$5.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	40	-40	-100%	$5.6K	—	—	—
Brown Brothers Harriman & Co	N/A	—	27	-27	-100%	$3.8K	—	—	—
Sachetta, LLC	N/A	—	20	-20	-100%	$2.8K	—	—	—
Rialto Wealth Management, LLC	N/A	—	18	-18	-100%	$2.5K	—	—	—
SouthState Bank Corp	N/A	—	17	-17	-100%	$2.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	16	-16	-100%	$2	—	—	—
Bellevue Asset Management, LLC	N/A	—	15	-15	-100%	$2.1K	—	—	—
HFM Investment Advisors, LLC	N/A	—	11	-11	-100%	$1.5K	—	—	—
Cornerstone Financial Management LLC	N/A	—	8	-8	-100%	$1.1K	—	—	—
Horizon Investments, LLC	N/A	—	7	-7	-100%	$972	—	—	—
SHP Wealth Management	N/A	—	5	-5	-100%	$694	—	—	—
Raffa Wealth Management, LLC	N/A	—	2	-2	-100%	$278	—	—	—
NewEdge Advisors, LLC	N/A	—	1	-1	-100%	$139	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	1	-1	-100%	$138	—	—	—

Showing 323 of 323 institutions