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Balchem Corp (BCPC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Conestoga Capital Advisors, LLC
DECREASED
Shares854,550 from 1,087,871
Change-233,321 (-21%)
Value$141.0M (-$42.8M)
Filed 2026-11-02
Dimensional Fund Advisors LP
INCREASED
Shares638,631 from 610,047
Change+28,584 (+5%)
Value$105.4M (+$2.3M)
Filed 2026-11-04
Wasatch Advisors LP
DECREASED
Shares630,442 from 1,050,780
Change-420,338 (-40%)
Value$104.0M (-$73.5M)
Filed 2026-10-13
Congress Asset Management Co
INCREASED
Shares502,951 from 502,571
Change+380 (+0%)
Value$83.0M (-$1.9M)
Filed 2026-10-06
Assenagon Asset Management S.A.
INCREASED
Shares372,185 from 83,109
Change+289,076 (+348%)
Value$61.4M (+$47.4M)
Filed 2026-10-15
Thrivent Financial for Lutherans
DECREASED
Shares287,419 from 289,858
Change-2,439 (-1%)
Value$47.4M (-$1.6M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares219,965 from 223,066
Change-3,101 (-1%)
Value$36.3M (-$1.4M)
Filed 2026-11-05
Principal Financial Group Inc
INCREASED
Shares183,479 from 181,110
Change+2,369 (+1%)
Value$30.3M (-$331.8K)
Filed 2026-11-02
Boston Trust Walden Corp
DECREASED
Shares181,124 from 191,383
Change-10,259 (-5%)
Value$29.9M (-$2.5M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares161,525 from 165,153
Change-3,628 (-2%)
Value$26.6M (-$1.3M)
Filed 2026-11-05
Tributary Capital Management, LLC
DECREASED
Shares106,843 from 112,132
Change-5,289 (-5%)
Value$17.6M (-$1.3M)
Filed 2026-10-28
Salem Investment Counselors Inc
DECREASED
Shares73,845 from 76,345
Change-2,500 (-3%)
Value$12.2M (-$717.0K)
Filed 2026-10-13
ProShare Advisors LLC
INCREASED
Shares65,186 from 44,988
Change+20,198 (+45%)
Value$10.8M (+$3.2M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares56,188 from 25,991
Change+30,197 (+116%)
Value$9.3M (+$4.9M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares55,407 from 40,856
Change+14,551 (+36%)
Value$9.1M (+$2.2M)
Filed 2026-11-02
Bahl & Gaynor LLC
DECREASED
Shares52,754 from 57,913
Change-5,159 (-9%)
Value$8.7M (-$1.1M)
Filed 2026-11-05
Santa Monica Partners LP
UNCHANGED
Shares51,100 from 51,100
Change0 (0%)
Value$8.4M (-$204.0K)
Filed 2026-10-27
Vest Financial, LLC
INCREASED
Shares46,074 from 44,471
Change+1,603 (+4%)
Value$7.6M (+$87.0K)
Filed 2026-10-21
Prospera Financial Services Inc
DECREASED
Shares38,746 from 39,166
Change-420 (-1%)
Value$6.6M (-$30.8K)
Filed 2026-11-04
Eulav Asset Management
UNCHANGED
Shares36,100 from 36,100
Change0 (0%)
Value$6.0M (-$144.0K)
Filed 2026-10-23
New York State Teachers Retirement System
DECREASED
Shares27,699 from 29,499
Change-1,800 (-6%)
Value$4.6M (-$415.0K)
Filed 2026-10-22
Cardinal Capital Management
INCREASED
Shares27,395 from 26,722
Change+673 (+3%)
Value$4.5M (+$4.4K)
Filed 2026-10-21
Moody Aldrich Partners LLC
INCREASED
Shares24,274 from 17,141
Change+7,133 (+42%)
Value$4.0M (+$1.1M)
Filed 2026-10-27
Achmea Investment Management B.V.
NEW
Shares22,317
Change+22,317
Value$3.7M
Filed 2026-10-30
Bath Savings Trust Co
DECREASED
Shares20,795 from 21,842
Change-1,047 (-5%)
Value$3.4M (-$259.9K)
Filed 2026-10-07
Strs Ohio
INCREASED
Shares19,800 from 17,000
Change+2,800 (+16%)
Value$3.3M (+$394.1K)
Filed 2026-10-30
Illinois Municipal Retirement Fund
INCREASED
Shares17,167 from 16,540
Change+627 (+4%)
Value$2.8M (+$37.4K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares13,997 from 21,514
Change-7,517 (-35%)
Value$2.3M (-$1.3M)
Filed 2026-10-27
Louisiana State Employees Retirement System
DECREASED
Shares13,600 from 14,100
Change-500 (-4%)
Value$2.2M (-$138.7K)
Filed 2026-10-20
Wendell David Associates Inc
DECREASED
Shares11,690 from 12,090
Change-400 (-3%)
Value$1.9M (-$115.0K)
Filed 2026-10-27
ICW Investment Advisors LLC
DECREASED
Shares11,585 from 11,705
Change-120 (-1%)
Value$1.9M (-$66.4K)
Filed 2026-10-27
State of New Jersey Common Pension Fund D
DECREASED
Shares10,766 from 10,889
Change-123 (-1%)
Value$1.8M (-$63.7K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares10,354
Change+10,354
Value$1.7M
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares10,037 from 10,265
Change-228 (-2%)
Value$1.7M (-$78.6K)
Filed 2026-11-02
Annex Advisory Services, LLC
INCREASED
Shares9,462 from 6,806
Change+2,656 (+39%)
Value$1.6M (+$411.0K)
Filed 2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares9,207 from 16,215
Change-7,008 (-43%)
Value$1.5M (-$1.2M)
Filed 2026-10-30
Yousif Capital Management, LLC
INCREASED
Shares9,137 from 8,713
Change+424 (+5%)
Value$1.5M (+$35.2K)
Filed 2026-10-22
Arizona State Retirement System
INCREASED
Shares9,050 from 8,837
Change+213 (+2%)
Value$1.5M (-$123)
Filed 2026-11-03
Junk Investment Group, LLC
UNCHANGED
Shares8,295 from 8,295
Change0 (0%)
Value$1.4M (-$33.1K)
Filed 2026-10-19
Amalgamated Bank
DECREASED
Shares8,289 from 8,649
Change-360 (-4%)
Value$1.4M (-$94.0K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
INCREASED
Shares7,718 from 6,257
Change+1,461 (+23%)
Value$1.3M (+$216.0K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares7,665 from 7,462
Change+203 (+3%)
Value$1.3M (+$3.6K)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares7,511 from 7,619
Change-108 (-1%)
Value$1.2M (-$48.2K)
Filed 2026-11-03
Azzad Asset Management Inc
INCREASED
Shares7,346 from 7,339
Change+7 (+0%)
Value$1.2M (-$28.1K)
Filed 2026-11-04
Oregon Public Employees Retirement Fund
DECREASED
Shares7,178 from 7,329
Change-151 (-2%)
Value$1.2M (-$54.2K)
Filed 2026-10-30
Nisa Investment Advisors, LLC
INCREASED
Shares7,162 from 6,300
Change+862 (+14%)
Value$1.2M (+$117.1K)
Filed 2026-10-20
Maryland State Retirement & Pension System
INCREASED
Shares7,086 from 4,673
Change+2,413 (+52%)
Value$1.2M (+$379.4K)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares6,643 from 12,079
Change-5,436 (-45%)
Value$1.1M (-$945.0K)
Filed 2026-10-15
Jackson Creek Investment Advisors LLC
DECREASED
Shares6,393 from 6,401
Change-8 (0%)
Value$1.1M (-$18.0K)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares5,129 from 4,836
Change+293 (+6%)
Value$846.1K (+$29.0K)
Filed 2026-10-22
Argent Capital Management LLC
DECREASED
Shares4,752 from 5,138
Change-386 (-8%)
Value$783.9K (-$84.2K)
Filed 2026-10-05
Pictet Asset Management Holding SA
DECREASED
Shares4,697 from 5,257
Change-560 (-11%)
Value$774.8K (-$113.4K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares4,669 from 4,871
Change-202 (-4%)
Value$770.2K (-$52.8K)
Filed 2026-11-05
Virginia Retirement Systems ET Al
INCREASED
Shares4,600 from 3,000
Change+1,600 (+53%)
Value$758.8K (+$252.0K)
Filed 2026-10-28
Legacy Wealth Asset Management, LLC
DECREASED
Shares4,073 from 4,782
Change-709 (-15%)
Value$671.9K (-$136.0K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,052 from 3,955
Change+97 (+2%)
Value$683.2K (+$41.9K)
Filed 2026-10-13
Parkside Financial Bank & Trust
INCREASED
Shares4,046 from 4,027
Change+19 (+0%)
Value$667.5K (-$12.9K)
Filed 2026-10-27
Quadrant Capital Group LLC
INCREASED
Shares3,950 from 3,935
Change+15 (+0%)
Value$670.4K (+$5.6K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares3,853 from 3,392
Change+461 (+14%)
Value$635.6K (+$62.5K)
Filed 2026-11-04
CenterBook Partners LP
NEW
Shares3,851
Change+3,851
Value$635.3K
Filed 2026-11-02
Vise Technologies, Inc.
NEW
Shares3,842
Change+3,842
Value$633.8K
Filed 2026-10-29
Inspire Investing, LLC
DECREASED
Shares3,831 from 4,024
Change-193 (-5%)
Value$632.0K (-$47.9K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares3,715 from 3,655
Change+60 (+2%)
Value$612.8K (-$4.7K)
Filed 2026-10-15
MacKenzie Financial Corp
INCREASED
Shares3,682 from 3,158
Change+524 (+17%)
Value$607.4K (+$73.8K)
Filed 2026-11-02
Mutual of America Capital Management LLC
DECREASED
Shares3,638 from 3,680
Change-42 (-1%)
Value$600.1K (-$21.6K)
Filed 2026-10-23
Alps Advisors Inc
NEW
Shares3,480
Change+3,480
Value$574.1K
Filed 2026-11-03
Xponance LLC
INCREASED
Shares3,455 from 3,236
Change+219 (+7%)
Value$569.9K (+$23.2K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$556.7K (-$13.5K)
Filed 2026-10-28
Ethic Inc.
NEW
Shares3,208
Change+3,208
Value$529.2K
Filed 2026-11-03
Portside Wealth Group, LLC
INCREASED
Shares2,961 from 2,916
Change+45 (+2%)
Value$488.5K (-$4.2K)
Filed 2026-10-20
Swiss Life Asset Management Ltd
INCREASED
Shares2,630 from 2,588
Change+42 (+2%)
Value$433.8K (-$3.4K)
Filed 2026-11-03
LCM Capital Management Inc
UNCHANGED
Shares2,526 from 2,526
Change0 (0%)
Value$416.7K (-$10.1K)
Filed 2026-10-20
Yorktown Management & Research Co Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$412.4K (-$10.0K)
Filed 2026-10-28
Fulton Bank, N.A.
NEW
Shares2,463
Change+2,463
Value$406.3K
Filed 2026-10-14
Nitor Capital Management, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$395.9K (-$9.6K)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
DECREASED
Shares2,294 from 2,315
Change-21 (-1%)
Value$378.4K (-$12.7K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,283 from 2,303
Change-20 (-1%)
Value$377.0K (-$12.0K)
Filed 2026-11-02
Net Worth Advisory Group
INCREASED
Shares2,199 from 2,107
Change+92 (+4%)
Value$359.9K (+$3.9K)
Filed 2026-10-20
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$346.4K (-$8.4K)
Filed 2026-10-26
Compound Planning, Inc.
INCREASED
Shares2,010 from 1,661
Change+349 (+21%)
Value$331.6K (+$50.9K)
Filed 2026-11-05
Ausbil Investment Management Ltd
DECREASED
Shares1,968 from 7,962
Change-5,994 (-75%)
Value$324.6K (-$1.0M)
Filed 2026-10-08
CIBC Asset Management Inc
DECREASED
Shares1,811 from 1,847
Change-36 (-2%)
Value$298.7K (-$13.3K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares1,764 from 1,855
Change-91 (-5%)
Value$291.0K (-$22.4K)
Filed 2026-10-23
Hilltop National Bank
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$288.4K (-$7.0K)
Filed 2026-10-14
State of Wyoming
INCREASED
Shares1,620 from 1,536
Change+84 (+5%)
Value$267.2K (+$7.7K)
Filed 2026-10-28
Profund Advisors LLC
DECREASED
Shares1,477 from 1,695
Change-218 (-13%)
Value$243.6K (-$42.7K)
Filed 2026-10-29
Abel Hall, LLC
DECREASED
Shares1,439 from 1,555
Change-116 (-7%)
Value$237.4K (-$25.3K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares1,403 from 1,311
Change+92 (+7%)
Value$231.4K (+$10.0K)
Filed 2026-10-28
Bill Few Associates, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$230.9K (-$5.6K)
Filed 2026-10-09
Sowell Financial Services LLC
INCREASED
Shares1,377 from 1,216
Change+161 (+13%)
Value$227.2K (+$21.7K)
Filed 2026-10-23
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$224.0K (-$5.4K)
Filed 2026-10-29
Moss Adams Wealth Advisors LLC
NEW
Shares1,322
Change+1,322
Value$218.1K
Filed 2026-10-28
Old Peak Finance LLC
INCREASED
Shares1,306 from 1,303
Change+3 (+0%)
Value$215.4K (-$4.7K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares1,298 from 1,874
Change-576 (-31%)
Value$214.1K (-$102.5K)
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares1,057 from 146
Change+911 (+624%)
Value$174.4K (+$149.7K)
Filed 2026-10-22
Heritage Family Offices, LLP
NEW
Shares1,004
Change+1,004
Value$165.7K
Filed 2026-11-02
KBC Group NV
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$154.0K (-$3.0K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares884 from 868
Change+16 (+2%)
Value$145.8K (-$832)
Filed 2026-10-08
Gamma Investing LLC
INCREASED
Shares822 from 796
Change+26 (+3%)
Value$135.6K (+$1.1K)
Filed 2026-10-08
DekaBank Deutsche Girozentrale
NEW
Shares793
Change+793
Value$131.0K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares727 from 710
Change+17 (+2%)
Value$119.9K (-$28)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares564 from 1,210
Change-646 (-53%)
Value$93.0K (-$111.4K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares471 from 387
Change+84 (+22%)
Value$77.7K (+$12.3K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$74.2K (-$1.8K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$74.2K (-$1.8K)
Filed 2026-10-27
Salomon & Ludwin, LLC
INCREASED
Shares297 from 250
Change+47 (+19%)
Value$49.0K (+$6.8K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares252 from 235
Change+17 (+7%)
Value$41.6K (+$1.9K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares236 from 224
Change+12 (+5%)
Value$38.9K (+$1.1K)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$37.9K (-$918)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares211 from 206
Change+5 (+2%)
Value$34.8K (+$3)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares197 from 183
Change+14 (+8%)
Value$32.5K (+$1.6K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares173
Change+173
Value$28.5K
Filed 2026-10-21
Bare Financial Services, Inc
INCREASED
Shares138 from 129
Change+9 (+7%)
Value$22.8K (+$969)
Filed 2026-11-04
Westside Investment Management, Inc.
DECREASED
Shares126 from 131
Change-5 (-4%)
Value$20.8K (-$1.3K)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares118 from 123
Change-5 (-4%)
Value$19.5K (-$1.3K)
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares111 from 76
Change+35 (+46%)
Value$18.3K (+$5.5K)
Filed 2026-10-26
Covestor Ltd
DECREASED
Shares97 from 216
Change-119 (-55%)
Value$16.0K (+$16.0K)
Filed 2026-10-30
Essential Partners LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$16.0K (-$387)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares77
Change+77
Value$12.7K
Filed 2026-10-09
Retirement Wealth Solutions LLC
INCREASED
Shares71 from 69
Change+2 (+3%)
Value$11.7K (+$55)
Filed 2026-10-07
Harbor Capital Advisors, Inc.
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$11 (-$1)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares68 from 70
Change-2 (-3%)
Value$11.2K (-$610)
Filed 2026-10-05
IFP Advisors, Inc
INCREASED
Shares67 from 65
Change+2 (+3%)
Value$11.1K (+$70)
Filed 2026-10-16
First Horizon Corp
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$9.1K (-$219)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares53 from 36
Change+17 (+47%)
Value$8.7K (+$2.7K)
Filed 2026-10-02
Arlington Trust Co LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$8.1K (-$196)
Filed 2026-10-20
Farmers & Merchants Investments Inc
INCREASED
Shares30 from 20
Change+10 (+50%)
Value$4.9K (+$1.6K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.9K (-$158)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares28
Change+28
Value$4.6K
Filed 2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.3K (-$104)
Filed 2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.3K (-$104)
Filed 2026-11-05
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares23 from 25
Change-2 (-8%)
Value$3.8K (-$429)
Filed 2026-10-07
High Note Wealth, LLC
NEW
Shares22
Change+22
Value$3.6K
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares21 from 17
Change+4 (+24%)
Value$3.5K (+$592)
Filed 2026-10-14
True Wealth Design, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.5K (-$83)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares20 from 15
Change+5 (+33%)
Value$3.3K (+$765)
Filed 2026-11-05
SRH Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.3K (-$80)
Filed 2026-10-22
Torren Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.0K (-$72)
Filed 2026-10-29
Golden State Wealth Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.6K (-$64)
Filed 2026-11-02
Prudent Man Investment Management, Inc.
NEW
Shares14
Change+14
Value$2.3K
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.0K (-$48)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.0K (-$48)
Filed 2026-10-20
Private Wealth Management Group, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.0K (-$48)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares11
Change+11
Value$1.8K
Filed 2026-10-30
Montag A & Associates Inc
INCREASED
Shares10 from 9
Change+1 (+11%)
Value$1.7K (+$264)
Filed 2026-10-29
CoreCap Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.7K (-$40)
Filed 2026-10-08
Signature Equity Partners, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.5K (-$36)
Filed 2026-10-29
Larson Financial Group LLC
NEW
Shares8
Change+8
Value$1.3K
Filed 2026-11-05
Creative Capital Management Investments LLC
INCREASED
Shares8 from 7
Change+1 (+14%)
Value$1.3K (+$137)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED
Shares7 from 2
Change+5 (+250%)
Value$1.2K (+$817)
Filed 2026-11-03
Valley National Advisers Inc
NEW
Shares6
Change+6
Value$990
Filed 2026-10-23
Breakwater Investment Management
NEW
Shares6
Change+6
Value$990
Filed 2026-10-20
Leonteq Securities AG
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$990 (-$24)
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$825 (-$20)
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$825 (-$20)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares3
Change+3
Value$494
Filed 2026-11-03
MV Capital Management, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$495 (-$12)
Filed 2026-10-29
SBI Securities Co., Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$495 (-$12)
Filed 2026-10-22
Financial Consulate, Inc
NEW
Shares2
Change+2
Value$330
Filed 2026-10-23
Hughes Financial Services, LLC
DECREASED
Shares2 from 5
Change-3 (-60%)
Value$341 (-$504)
Filed 2026-10-30
DecisionPoint Financial, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$328 (+$159)
Filed 2026-10-27
Davis Capital Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$330 (-$8)
Filed 2026-10-08
Maseco LLP
NEW
Shares1
Change+1
Value$165
Filed 2026-10-27
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$165
Filed 2026-10-16
Gilpin Wealth Management, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$165 (-$173)
Filed 2026-10-09
Simplex Trading, LLC
CLOSED
Shares0 from 4,085
Change-4,085 (-100%)
Value$0 (-$690.2K)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 1,648
Change-1,648 (-100%)
Value$0 (-$278.4K)
Filed 2026-11-05
Summit Securities Group LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$253.4K)
Filed 2026-11-05
Vista Finance, LLC
CLOSED
Shares0 from 1,201
Change-1,201 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-23
Heritage Investors Management Corp
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-29
Blue Trust, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-15
Country Trust Bank
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-30
Downshift Financial, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-13
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-21
Central Trust Co
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$676)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$676)
Filed 2026-11-04
Avion Wealth
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
Fulcrum Asset Management LLP
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$338)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
TD Private Client Wealth LLC
UNCHANGED
Shares0 from 0
Change0
Value$59 (-$2)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 4,964,479
Change-4,964,479 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,221,267
Change-2,221,267 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,445,369
Change-1,445,369 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,281,552
Change-1,281,552 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,122,146
Change-1,122,146 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 834,445
Change-834,445 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 683,102
Change-683,102 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 617,233
Change-617,233 (-100%)
Value—
FMR LLC
N/A
Shares— from 560,255
Change-560,255 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 502,038
Change-502,038 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 440,418
Change-440,418 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 414,367
Change-414,367 (-100%)
Value—
Norges Bank
N/A
Shares— from 411,876
Change-411,876 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 384,172
Change-384,172 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 374,613
Change-374,613 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 341,653
Change-341,653 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 314,063
Change-314,063 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 272,008
Change-272,008 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 270,501
Change-270,501 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 243,769
Change-243,769 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 229,743
Change-229,743 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 217,133
Change-217,133 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 208,146
Change-208,146 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 207,163
Change-207,163 (-100%)
Value—
Blair William & Co
N/A
Shares— from 197,933
Change-197,933 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 193,300
Change-193,300 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 184,563
Change-184,563 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 176,679
Change-176,679 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 151,505
Change-151,505 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 137,446
Change-137,446 (-100%)
Value—
Harvey Partners, LLC
N/A
Shares— from 136,057
Change-136,057 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 133,428
Change-133,428 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 111,373
Change-111,373 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 110,370
Change-110,370 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 107,465
Change-107,465 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 107,327
Change-107,327 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 107,199
Change-107,199 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 97,856
Change-97,856 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 88,491
Change-88,491 (-100%)
Value—
Montanaro Asset Management Ltd
N/A
Shares— from 87,518
Change-87,518 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 86,650
Change-86,650 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 85,373
Change-85,373 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 81,692
Change-81,692 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 79,826
Change-79,826 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 79,467
Change-79,467 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 79,066
Change-79,066 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 76,086
Change-76,086 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 74,430
Change-74,430 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 71,428
Change-71,428 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 64,581
Change-64,581 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 64,200
Change-64,200 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 61,620
Change-61,620 (-100%)
Value—
Congruence Capital, LLC
N/A
Shares— from 60,567
Change-60,567 (-100%)
Value—
UBS Group AG
N/A
Shares— from 58,921
Change-58,921 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 55,529
Change-55,529 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 55,067
Change-55,067 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 49,117
Change-49,117 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 47,936
Change-47,936 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 46,905
Change-46,905 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,325
Change-46,325 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 44,216
Change-44,216 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 42,400
Change-42,400 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 36,752
Change-36,752 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 36,673
Change-36,673 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 35,997
Change-35,997 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 35,567
Change-35,567 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 33,550
Change-33,550 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 33,395
Change-33,395 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 30,662
Change-30,662 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 29,100
Change-29,100 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 28,305
Change-28,305 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 26,709
Change-26,709 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 26,186
Change-26,186 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 25,803
Change-25,803 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 23,339
Change-23,339 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 21,444
Change-21,444 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 20,982
Change-20,982 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 20,472
Change-20,472 (-100%)
Value—
Global Alpha Capital Management Ltd.
N/A
Shares— from 20,214
Change-20,214 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 19,319
Change-19,319 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,265
Change-19,265 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 19,232
Change-19,232 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 19,151
Change-19,151 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 19,084
Change-19,084 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 17,974
Change-17,974 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,850
Change-17,850 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 17,132
Change-17,132 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 17,091
Change-17,091 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 16,890
Change-16,890 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 16,516
Change-16,516 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 16,067
Change-16,067 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 15,962
Change-15,962 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 15,580
Change-15,580 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 15,231
Change-15,231 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 15,107
Change-15,107 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 14,750
Change-14,750 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 14,542
Change-14,542 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 14,468
Change-14,468 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 13,438
Change-13,438 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 13,042
Change-13,042 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,995
Change-12,995 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 12,641
Change-12,641 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 12,431
Change-12,431 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 12,335
Change-12,335 (-100%)
Value—
Allstate Corp
N/A
Shares— from 12,266
Change-12,266 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 12,173
Change-12,173 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 11,691
Change-11,691 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 11,581
Change-11,581 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 11,451
Change-11,451 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,260
Change-10,260 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 10,179
Change-10,179 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 9,732
Change-9,732 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 9,675
Change-9,675 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 9,213
Change-9,213 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 9,187
Change-9,187 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,897
Change-8,897 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 8,587
Change-8,587 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 8,315
Change-8,315 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 8,179
Change-8,179 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,920
Change-7,920 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Amundi
N/A
Shares— from 7,867
Change-7,867 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 7,446
Change-7,446 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,405
Change-7,405 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 7,048
Change-7,048 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 6,765
Change-6,765 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 6,737
Change-6,737 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
Barclays PLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,691
Change-4,691 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,953
Change-3,953 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Summitry LLC
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 780
Change-780 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 743
Change-743 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 452
Change-452 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 439
Change-439 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 291
Change-291 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 247
Change-247 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 234
Change-234 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 144
Change-144 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 96
Change-96 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 55
Change-55 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 42
Change-42 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 39
Change-39 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 24
Change-24 (-100%)
Value—
Quarry LP
N/A
Shares— from 21
Change-21 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 9
Change-9 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Conestoga Capital Advisors, LLC
DECREASED854,5501,087,871-233,321-21%$183.8M$141.0M-$42.8M2026-11-02
Dimensional Fund Advisors LP
INCREASED638,631610,047+28,584+5%$103.1M$105.4M+$2.3M2026-11-04
Wasatch Advisors LP
DECREASED630,4421,050,780-420,338-40%$177.5M$104.0M-$73.5M2026-10-13
Congress Asset Management Co
INCREASED502,951502,571+380+0%$84.9M$83.0M-$1.9M2026-10-06
Assenagon Asset Management S.A.
INCREASED372,18583,109+289,076+348%$14.0M$61.4M+$47.4M2026-10-15
Thrivent Financial for Lutherans
DECREASED287,419289,858-2,439-1%$49.0M$47.4M-$1.6M2026-11-05
Bank of New York Mellon Corp
DECREASED219,965223,066-3,101-1%$37.7M$36.3M-$1.4M2026-11-05
Principal Financial Group Inc
INCREASED183,479181,110+2,369+1%$30.6M$30.3M-$331.8K2026-11-02
Boston Trust Walden Corp
DECREASED181,124191,383-10,259-5%$32.3M$29.9M-$2.5M2026-10-30
Fifth Third Bancorp
DECREASED161,525165,153-3,628-2%$27.9M$26.6M-$1.3M2026-11-05
Tributary Capital Management, LLC
DECREASED106,843112,132-5,289-5%$18.9M$17.6M-$1.3M2026-10-28
Salem Investment Counselors Inc
DECREASED73,84576,345-2,500-3%$12.9M$12.2M-$717.0K2026-10-13
ProShare Advisors LLC
INCREASED65,18644,988+20,198+45%$7.6M$10.8M+$3.2M2026-10-29
Citigroup Inc
INCREASED56,18825,991+30,197+116%$4.4M$9.3M+$4.9M2026-11-04
Creative Planning
INCREASED55,40740,856+14,551+36%$6.9M$9.1M+$2.2M2026-11-02
Bahl & Gaynor LLC
DECREASED52,75457,913-5,159-9%$9.8M$8.7M-$1.1M2026-11-05
Santa Monica Partners LP
UNCHANGED51,10051,10000%$8.6M$8.4M-$204.0K2026-10-27
Vest Financial, LLC
INCREASED46,07444,471+1,603+4%$7.5M$7.6M+$87.0K2026-10-21
Prospera Financial Services Inc
DECREASED38,74639,166-420-1%$6.6M$6.6M-$30.8K2026-11-04
Eulav Asset Management
UNCHANGED36,10036,10000%$6.1M$6.0M-$144.0K2026-10-23
New York State Teachers Retirement System
DECREASED27,69929,499-1,800-6%$5.0M$4.6M-$415.0K2026-10-22
Cardinal Capital Management
INCREASED27,39526,722+673+3%$4.5M$4.5M+$4.4K2026-10-21
Moody Aldrich Partners LLC
INCREASED24,27417,141+7,133+42%$2.9M$4.0M+$1.1M2026-10-27
Achmea Investment Management B.V.
NEW22,317—+22,317——$3.7M—2026-10-30
Bath Savings Trust Co
DECREASED20,79521,842-1,047-5%$3.7M$3.4M-$259.9K2026-10-07
Strs Ohio
INCREASED19,80017,000+2,800+16%$2.9M$3.3M+$394.1K2026-10-30
Illinois Municipal Retirement Fund
INCREASED17,16716,540+627+4%$2.8M$2.8M+$37.4K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED13,99721,514-7,517-35%$3.6M$2.3M-$1.3M2026-10-27
Louisiana State Employees Retirement System
DECREASED13,60014,100-500-4%$2.4M$2.2M-$138.7K2026-10-20
Wendell David Associates Inc
DECREASED11,69012,090-400-3%$2.0M$1.9M-$115.0K2026-10-27
ICW Investment Advisors LLC
DECREASED11,58511,705-120-1%$2.0M$1.9M-$66.4K2026-10-27
State of New Jersey Common Pension Fund D
DECREASED10,76610,889-123-1%$1.8M$1.8M-$63.7K2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW10,354—+10,354——$1.7M—2026-10-16
Commonwealth Equity Services, LLC
DECREASED10,03710,265-228-2%$1.7M$1.7M-$78.6K2026-11-02
Annex Advisory Services, LLC
INCREASED9,4626,806+2,656+39%$1.1M$1.6M+$411.0K2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED9,20716,215-7,008-43%$2.7M$1.5M-$1.2M2026-10-30
Yousif Capital Management, LLC
INCREASED9,1378,713+424+5%$1.5M$1.5M+$35.2K2026-10-22
Arizona State Retirement System
INCREASED9,0508,837+213+2%$1.5M$1.5M-$1232026-11-03
Junk Investment Group, LLC
UNCHANGED8,2958,29500%$1.4M$1.4M-$33.1K2026-10-19
Amalgamated Bank
DECREASED8,2898,649-360-4%$1.5M$1.4M-$94.0K2026-10-23
Exchange Traded Concepts, LLC
INCREASED7,7186,257+1,461+23%$1.1M$1.3M+$216.0K2026-10-28
Kestra Advisory Services, LLC
INCREASED7,6657,462+203+3%$1.3M$1.3M+$3.6K2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED7,5117,619-108-1%$1.3M$1.2M-$48.2K2026-11-03
Azzad Asset Management Inc
INCREASED7,3467,339+7+0%$1.2M$1.2M-$28.1K2026-11-04
Oregon Public Employees Retirement Fund
DECREASED7,1787,329-151-2%$1.2M$1.2M-$54.2K2026-10-30
Nisa Investment Advisors, LLC
INCREASED7,1626,300+862+14%$1.1M$1.2M+$117.1K2026-10-20
Maryland State Retirement & Pension System
INCREASED7,0864,673+2,413+52%$789.5K$1.2M+$379.4K2026-11-05
State of Alaska, Department of Revenue
DECREASED6,64312,079-5,436-45%$2.0M$1.1M-$945.0K2026-10-15
Jackson Creek Investment Advisors LLC
DECREASED6,3936,401-80%$1.1M$1.1M-$18.0K2026-11-04
Gibbs Wealth Management
INCREASED5,1294,836+293+6%$817.1K$846.1K+$29.0K2026-10-22
Argent Capital Management LLC
DECREASED4,7525,138-386-8%$868.1K$783.9K-$84.2K2026-10-05
Pictet Asset Management Holding SA
DECREASED4,6975,257-560-11%$888.2K$774.8K-$113.4K2026-11-03
US Bancorp \de\
DECREASED4,6694,871-202-4%$823.0K$770.2K-$52.8K2026-11-05
Virginia Retirement Systems ET Al
INCREASED4,6003,000+1,600+53%$506.9K$758.8K+$252.0K2026-10-28
Legacy Wealth Asset Management, LLC
DECREASED4,0734,782-709-15%$807.9K$671.9K-$136.0K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED4,0523,955+97+2%$641.3K$683.2K+$41.9K2026-10-13
Parkside Financial Bank & Trust
INCREASED4,0464,027+19+0%$680.4K$667.5K-$12.9K2026-10-27
Quadrant Capital Group LLC
INCREASED3,9503,935+15+0%$664.8K$670.4K+$5.6K2026-10-20
Lido Advisors, LLC
INCREASED3,8533,392+461+14%$573.1K$635.6K+$62.5K2026-11-04
CenterBook Partners LP
NEW3,851—+3,851——$635.3K—2026-11-02
Vise Technologies, Inc.
NEW3,842—+3,842——$633.8K—2026-10-29
Inspire Investing, LLC
DECREASED3,8314,024-193-5%$679.9K$632.0K-$47.9K2026-10-22
Atria Investments, Inc
INCREASED3,7153,655+60+2%$617.5K$612.8K-$4.7K2026-10-15
MacKenzie Financial Corp
INCREASED3,6823,158+524+17%$533.5K$607.4K+$73.8K2026-11-02
Mutual of America Capital Management LLC
DECREASED3,6383,680-42-1%$621.7K$600.1K-$21.6K2026-10-23
Alps Advisors Inc
NEW3,480—+3,480——$574.1K—2026-11-03
Xponance LLC
INCREASED3,4553,236+219+7%$546.7K$569.9K+$23.2K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED3,3753,37500%$570.2K$556.7K-$13.5K2026-10-28
Ethic Inc.
NEW3,208—+3,208——$529.2K—2026-11-03
Portside Wealth Group, LLC
INCREASED2,9612,916+45+2%$492.7K$488.5K-$4.2K2026-10-20
Swiss Life Asset Management Ltd
INCREASED2,6302,588+42+2%$437.2K$433.8K-$3.4K2026-11-03
LCM Capital Management Inc
UNCHANGED2,5262,52600%$426.8K$416.7K-$10.1K2026-10-20
Yorktown Management & Research Co Inc
UNCHANGED2,5002,50000%$422.4K$412.4K-$10.0K2026-10-28
Fulton Bank, N.A.
NEW2,463—+2,463——$406.3K—2026-10-14
Nitor Capital Management, LLC
UNCHANGED2,4002,40000%$405.5K$395.9K-$9.6K2026-11-04
Crossmark Global Holdings, Inc.
DECREASED2,2942,315-21-1%$391.1K$378.4K-$12.7K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED2,2832,303-20-1%$389.0K$377.0K-$12.0K2026-11-02
Net Worth Advisory Group
INCREASED2,1992,107+92+4%$356.0K$359.9K+$3.9K2026-10-20
Tokio Marine Asset Management Co LTD
UNCHANGED2,1002,10000%$354.8K$346.4K-$8.4K2026-10-26
Compound Planning, Inc.
INCREASED2,0101,661+349+21%$280.6K$331.6K+$50.9K2026-11-05
Ausbil Investment Management Ltd
DECREASED1,9687,962-5,994-75%$1.3M$324.6K-$1.0M2026-10-08
CIBC Asset Management Inc
DECREASED1,8111,847-36-2%$312.1K$298.7K-$13.3K2026-11-05
Evergreen Capital Management LLC
DECREASED1,7641,855-91-5%$313.4K$291.0K-$22.4K2026-10-23
Hilltop National Bank
UNCHANGED1,7481,74800%$295.3K$288.4K-$7.0K2026-10-14
State of Wyoming
INCREASED1,6201,536+84+5%$259.5K$267.2K+$7.7K2026-10-28
Profund Advisors LLC
DECREASED1,4771,695-218-13%$286.4K$243.6K-$42.7K2026-10-29
Abel Hall, LLC
DECREASED1,4391,555-116-7%$262.7K$237.4K-$25.3K2026-10-19
Choreo, LLC
INCREASED1,4031,311+92+7%$221.5K$231.4K+$10.0K2026-10-28
Bill Few Associates, Inc.
UNCHANGED1,4001,40000%$236.5K$230.9K-$5.6K2026-10-09
Sowell Financial Services LLC
INCREASED1,3771,216+161+13%$205.5K$227.2K+$21.7K2026-10-23
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED1,3581,35800%$229.4K$224.0K-$5.4K2026-10-29
Moss Adams Wealth Advisors LLC
NEW1,322—+1,322——$218.1K—2026-10-28
Old Peak Finance LLC
INCREASED1,3061,303+3+0%$220.1K$215.4K-$4.7K2026-11-02
Truist Financial Corp
DECREASED1,2981,874-576-31%$316.6K$214.1K-$102.5K2026-10-30
Sterling Capital Management LLC
INCREASED1,057146+911+624%$24.7K$174.4K+$149.7K2026-10-22
Heritage Family Offices, LLP
NEW1,004—+1,004——$165.7K—2026-11-02
KBC Group NV
UNCHANGED93193100%$157.0K$154.0K-$3.0K2026-10-22
Farther Finance Advisors, LLC
INCREASED884868+16+2%$146.6K$145.8K-$8322026-10-08
Gamma Investing LLC
INCREASED822796+26+3%$134.5K$135.6K+$1.1K2026-10-08
DekaBank Deutsche Girozentrale
NEW793—+793——$131.0K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED727710+17+2%$120.0K$119.9K-$282026-10-27
Caitong International Asset Management Co., Ltd
DECREASED5641,210-646-53%$204.4K$93.0K-$111.4K2026-10-29
Assetmark, Inc
INCREASED471387+84+22%$65.4K$77.7K+$12.3K2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED45045000%$76.0K$74.2K-$1.8K2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED45045000%$76.0K$74.2K-$1.8K2026-10-27
Salomon & Ludwin, LLC
INCREASED297250+47+19%$42.2K$49.0K+$6.8K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED252235+17+7%$39.7K$41.6K+$1.9K2026-11-04
Signaturefd, LLC
INCREASED236224+12+5%$37.8K$38.9K+$1.1K2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED23023000%$38.9K$37.9K-$9182026-10-23
Parallel Advisors, LLC
INCREASED211206+5+2%$34.8K$34.8K+$32026-11-03
Mather Group, Llc.
INCREASED197183+14+8%$30.9K$32.5K+$1.6K2026-10-14
Root Financial Partners, LLC
NEW173—+173——$28.5K—2026-10-21
Bare Financial Services, Inc
INCREASED138129+9+7%$21.8K$22.8K+$9692026-11-04
Westside Investment Management, Inc.
DECREASED126131-5-4%$22.1K$20.8K-$1.3K2026-11-02
Private Trust Co NA
DECREASED118123-5-4%$20.8K$19.5K-$1.3K2026-10-20
SJS Investment Consulting Inc.
INCREASED11176+35+46%$12.8K$18.3K+$5.5K2026-10-26
Covestor Ltd
DECREASED97216-119-55%$37$16.0K+$16.0K2026-10-30
Essential Partners LLC
UNCHANGED979700%$16.4K$16.0K-$3872026-10-14
GK Wealth Management LLC
NEW77—+77——$12.7K—2026-10-09
Retirement Wealth Solutions LLC
INCREASED7169+2+3%$11.6K$11.7K+$552026-10-07
Harbor Capital Advisors, Inc.
UNCHANGED696900%$12$11-$12026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED6870-2-3%$11.8K$11.2K-$6102026-10-05
IFP Advisors, Inc
INCREASED6765+2+3%$11.0K$11.1K+$702026-10-16
First Horizon Corp
UNCHANGED555500%$9.3K$9.1K-$2192026-10-26
Versant Capital Management, Inc
INCREASED5336+17+47%$6.1K$8.7K+$2.7K2026-10-02
Arlington Trust Co LLC
UNCHANGED494900%$8.3K$8.1K-$1962026-10-20
Farmers & Merchants Investments Inc
INCREASED3020+10+50%$3.4K$4.9K+$1.6K2026-10-22
TD Waterhouse Canada Inc.
UNCHANGED303000%$5.1K$4.9K-$1582026-10-16
UMB Private Wealth Management, LLC
NEW28—+28——$4.6K—2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED262600%$4.4K$4.3K-$1042026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED262600%$4.4K$4.3K-$1042026-11-05
MJT & Associates Financial Advisory Group, Inc.
DECREASED2325-2-8%$4.2K$3.8K-$4292026-10-07
High Note Wealth, LLC
NEW22—+22——$3.6K—2026-10-27
Fortitude Family Office, LLC
INCREASED2117+4+24%$2.9K$3.5K+$5922026-10-14
True Wealth Design, LLC
UNCHANGED212100%$3.5K$3.5K-$832026-10-13
Rossby Financial, LCC
INCREASED2015+5+33%$2.5K$3.3K+$7652026-11-05
SRH Advisors, LLC
UNCHANGED202000%$3.4K$3.3K-$802026-10-22
Torren Management, LLC
UNCHANGED181800%$3.0K$3.0K-$722026-10-29
Golden State Wealth Management, LLC
UNCHANGED161600%$2.7K$2.6K-$642026-11-02
Prudent Man Investment Management, Inc.
NEW14—+14——$2.3K—2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED121200%$2.0K$2.0K-$482026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED121200%$2.0K$2.0K-$482026-10-20
Private Wealth Management Group, LLC
UNCHANGED121200%$2.0K$2.0K-$482026-10-19
Provenance Wealth Advisors, LLC
NEW11—+11——$1.8K—2026-10-30
Montag A & Associates Inc
INCREASED109+1+11%$1.4K$1.7K+$2642026-10-29
CoreCap Advisors, LLC
UNCHANGED101000%$1.7K$1.7K-$402026-10-08
Signature Equity Partners, LLC
UNCHANGED9900%$1.5K$1.5K-$362026-10-29
Larson Financial Group LLC
NEW8—+8——$1.3K—2026-11-05
Creative Capital Management Investments LLC
INCREASED87+1+14%$1.2K$1.3K+$1372026-10-28
Bay Harbor Wealth Management, LLC
INCREASED72+5+250%$338$1.2K+$8172026-11-03
Valley National Advisers Inc
NEW6—+6——$990—2026-10-23
Breakwater Investment Management
NEW6—+6——$990—2026-10-20
Leonteq Securities AG
UNCHANGED6600%$1.0K$990-$242026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED5500%$845$825-$202026-10-16
Creative Financial Designs Inc
UNCHANGED5500%$845$825-$202026-11-04
Ascentis Wealth Management, LLC
NEW3—+3——$494—2026-11-03
MV Capital Management, Inc.
UNCHANGED3300%$507$495-$122026-10-29
SBI Securities Co., Ltd.
UNCHANGED3300%$507$495-$122026-10-22
Financial Consulate, Inc
NEW2—+2——$330—2026-10-23
Hughes Financial Services, LLC
DECREASED25-3-60%$845$341-$5042026-10-30
DecisionPoint Financial, LLC
INCREASED21+1+100%$169$328+$1592026-10-27
Davis Capital Management
UNCHANGED2200%$338$330-$82026-10-08
Maseco LLP
NEW1—+1——$165—2026-10-27
Signature Resources Capital Management, LLC
NEW1—+1——$165—2026-10-16
Gilpin Wealth Management, LLC
DECREASED12-1-50%$338$165-$1732026-10-09
Simplex Trading, LLC
CLOSED04,085-4,085-100%$690.2K$0-$690.2K2026-11-04
Imc-Chicago, LLC
CLOSED01,648-1,648-100%$278.4K$0-$278.4K2026-11-05
Summit Securities Group LLC
CLOSED01,500-1,500-100%$253.4K$0-$253.4K2026-11-05
Vista Finance, LLC
CLOSED01,201-1,201-100%$202.9K$0-$202.9K2026-10-23
Heritage Investors Management Corp
CLOSED01,200-1,200-100%$203.0K$0-$203.0K2026-10-29
Blue Trust, Inc.
CLOSED0110-110-100%$18.6K$0-$18.6K2026-10-15
Country Trust Bank
CLOSED016-16-100%$2.7K$0-$2.7K2026-10-30
Downshift Financial, LLC
CLOSED014-14-100%$2.4K$0-$2.4K2026-10-13
Strengthening Families & Communities, LLC
CLOSED09-9-100%$1.5K$0-$1.5K2026-10-21
Central Trust Co
CLOSED04-4-100%$676$0-$6762026-11-05
Plante Moran Financial Advisors, LLC
CLOSED04-4-100%$676$0-$6762026-11-04
Avion Wealth
CLOSED03-3-100%$0$0$02026-11-04
Fulcrum Asset Management LLP
CLOSED02-2-100%$338$0-$3382026-11-04
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
TD Private Client Wealth LLC
UNCHANGED000—$61$59-$22026-10-28
BlackRock, Inc.
N/A—4,964,479-4,964,479-100%$838.7M———
Vanguard Portfolio Management LLC
N/A—2,221,267-2,221,267-100%$375.3M———
Vanguard Capital Management LLC
N/A—1,445,369-1,445,369-100%$244.2M———
State Street Corp
N/A—1,281,552-1,281,552-100%$216.5M———
Geode Capital Management, LLC
N/A—1,122,146-1,122,146-100%$189.6M———
Morgan Stanley
N/A—834,445-834,445-100%$141.0M———
Geneva Capital Management LLC
N/A—683,102-683,102-100%$115.4M———
First Trust Advisors LP
N/A—617,233-617,233-100%$104.3M———
FMR LLC
N/A—560,255-560,255-100%$94.7M———
Two Sigma Investments, LP
N/A—502,038-502,038-100%$84.8M———
Schroder Investment Management Group
N/A—440,418-440,418-100%$74.5M———
Nuveen, LLC
N/A—414,367-414,367-100%$70.0M———
Norges Bank
N/A—411,876-411,876-100%$69.6M———
Northern Trust Corp
N/A—384,172-384,172-100%$64.9M———
Charles Schwab Investment Management Inc
N/A—374,613-374,613-100%$63.3M———
JPMorgan Chase & Co
N/A—341,653-341,653-100%$58.1M———
William Blair Investment Management, LLC
N/A—314,063-314,063-100%$53.1M———
Goldman Sachs Group Inc
N/A—272,008-272,008-100%$46.0M———
Stephens Investment Management Group LLC
N/A—270,501-270,501-100%$45.7M———
Clearbridge Investments, LLC
N/A—243,769-243,769-100%$41.2M———
Vanguard Fiduciary Trust Co
N/A—229,743-229,743-100%$38.8M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—217,133-217,133-100%$36.7M———
Algert Global LLC
N/A—208,146-208,146-100%$35.2M———
GW&K Investment Management, LLC
N/A—207,163-207,163-100%$35.0M———
Blair William & Co
N/A—197,933-197,933-100%$33.4M———
Renaissance Technologies LLC
N/A—193,300-193,300-100%$32.7M———
Millennium Management LLC
N/A—184,563-184,563-100%$31.2M———
SEI Investments Co
N/A—176,679-176,679-100%$29.8M———
Bank of America Corp
N/A—151,505-151,505-100%$25.6M———
Royal Bank of Canada
N/A—137,446-137,446-100%$23.2M———
Harvey Partners, LLC
N/A—136,057-136,057-100%$23.0M———
Empower Advisory Group, LLC
N/A—133,428-133,428-100%$22.5M———
Price T Rowe Associates Inc
N/A—111,373-111,373-100%$18.8M———
Public Sector Pension Investment Board
N/A—110,370-110,370-100%$18.6M———
Ameriprise Financial Inc
N/A—107,465-107,465-100%$18.2M———
Envestnet Asset Management Inc
N/A—107,327-107,327-100%$18.1M———
Invesco Ltd.
N/A—107,199-107,199-100%$18.1M———
Marshall Wace, LLP
N/A—97,856-97,856-100%$16.5M———
Segall Bryant & Hamill, LLC
N/A—88,491-88,491-100%$15.0M———
Montanaro Asset Management Ltd
N/A—87,518-87,518-100%$14.8M———
HRT Financial LP
N/A—86,650-86,650-100%$14.6M———
Arrowstreet Capital, Limited Partnership
N/A—85,373-85,373-100%$14.4M———
Qube Research & Technologies Ltd
N/A—81,692-81,692-100%$13.8M———
Rhumbline Advisers
N/A—79,826-79,826-100%$13.5M———
Wells Fargo & Company
N/A—79,467-79,467-100%$13.4M———
UBS Asset Management Americas LLC
N/A—79,066-79,066-100%$13.4M———
Legal & General Group Plc
N/A—76,086-76,086-100%$12.9M———
AQR Capital Management LLC
N/A—74,430-74,430-100%$12.6M———
California Public Employees Retirement System
N/A—71,428-71,428-100%$12.1M———
Raymond James Financial Inc
N/A—64,581-64,581-100%$10.9M———
Swiss National Bank
N/A—64,200-64,200-100%$10.8M———
Citadel Advisors LLC
N/A—61,620-61,620-100%$10.4M———
Congruence Capital, LLC
N/A—60,567-60,567-100%$10.2M———
UBS Group AG
N/A—58,921-58,921-100%$10.0M———
Russell Investments Group, Ltd.
N/A—55,529-55,529-100%$9.4M———
Victory Capital Management Inc
N/A—55,067-55,067-100%$9.3M———
Voloridge Investment Management, LLC
N/A—49,117-49,117-100%$8.3M———
Balyasny Asset Management L.P.
N/A—47,936-47,936-100%$8.1M———
Teacher Retirement System of Texas
N/A—46,905-46,905-100%$7.9M———
Osaic Holdings, Inc.
N/A—46,325-46,325-100%$7.8M———
Alliancebernstein L.P.
N/A—44,216-44,216-100%$7.5M———
Hillsdale Investment Management Inc.
N/A—42,400-42,400-100%$7.2M———
California State Teachers Retirement System
N/A—36,752-36,752-100%$6.2M———
Trexquant Investment LP
N/A—36,673-36,673-100%$6.2M———
State of Wisconsin Investment Board
N/A—35,997-35,997-100%$6.1M———
Deutsche Bank Ag\
N/A—35,567-35,567-100%$6.0M———
Prudential Financial Inc
N/A—33,550-33,550-100%$5.7M———
BNP Paribas Financial Markets
N/A—33,395-33,395-100%$5.6M———
Vanguard Asset Management, Ltd
N/A—30,662-30,662-100%$5.2M———
Numerai GP LLC
N/A—29,100-29,100-100%$4.9M———
Tocqueville Asset Management L.P.
N/A—28,305-28,305-100%$4.8M———
First National Bank of Omaha
N/A—26,709-26,709-100%$4.5M———
Canada Life Assurance Co
N/A—26,186-26,186-100%$4.4M———
Point72 Asset Management, L.P.
N/A—25,803-25,803-100%$4.4M———
Holocene Advisors, LP
N/A—23,339-23,339-100%$3.9M———
Bessemer Group Inc
N/A—21,444-21,444-100%$3.6M———
Fiera Capital Corp
N/A—20,982-20,982-100%$3.5M———
Franklin Resources Inc
N/A—20,472-20,472-100%$3.5M———
Global Alpha Capital Management Ltd.
N/A—20,214-20,214-100%$3.4M———
Voya Investment Management LLC
N/A—19,319-19,319-100%$3.3M———
Quantinno Capital Management LP
N/A—19,265-19,265-100%$3.3M———
Martin & Co Inc
N/A—19,232-19,232-100%$3.2M———
Brevan Howard Capital Management LP
N/A—19,151-19,151-100%$3.2M———
MetLife Investment Management, LLC
N/A—19,084-19,084-100%$3.2M———
State Board of Administration of Florida Retirement System
N/A—17,974-17,974-100%$3.0M———
Natixis Advisors, LLC
N/A—17,850-17,850-100%$3.0M———
Manufacturers Life Insurance Company, the
N/A—17,132-17,132-100%$2.9M———
Freestone Grove Partners LP
N/A—17,091-17,091-100%$2.9M———
First National Advisers, LLC
N/A—16,890-16,890-100%$2.9M———
Horizon Investments, LLC
N/A—16,516-16,516-100%$2.8M———
American Capital Management Inc
N/A—16,067-16,067-100%$2.7M———
Captrust Financial Advisors
N/A—15,962-15,962-100%$2.7M———
Quadrature Capital Ltd
N/A—15,580-15,580-100%$2.6M———
ExodusPoint Capital Management, LP
N/A—15,231-15,231-100%$2.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—15,107-15,107-100%$2.6M———
Lazard Asset Management LLC
N/A—14,750-14,750-100%$2.5M———
Graham Capital Management, L.P.
N/A—14,542-14,542-100%$2.5M———
Allianz Asset Management GmbH
N/A—14,468-14,468-100%$2.4M———
Quantbot Technologies LP
N/A—14,233-14,233-100%$2.4M———
Jacobs Levy Equity Management, Inc
N/A—14,129-14,129-100%$2.4M———
Jupiter Topco LLC
N/A—13,438-13,438-100%$2.3M———
Bridgewater Associates, LP
N/A—13,417-13,417-100%$2.3M———
Pathstone Holdings, LLC
N/A—13,042-13,042-100%$2.2M———
Cetera Investment Advisers
N/A—12,995-12,995-100%$2.2M———
Schonfeld Strategic Advisors LLC
N/A—12,641-12,641-100%$2.1M———
Vanguard Global Advisers, LLC
N/A—12,431-12,431-100%$2.1M———
LPL Financial LLC
N/A—12,335-12,335-100%$2.1M———
Allstate Corp
N/A—12,266-12,266-100%$2.1M———
Elo Mutual Pension Insurance Co
N/A—12,173-12,173-100%$2.1M———
Edgestream Partners, L.P.
N/A—11,691-11,691-100%$2.0M———
New York State Common Retirement Fund
N/A—11,581-11,581-100%$2.0M———
Handelsbanken Fonder AB
N/A—11,451-11,451-100%$1.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—11,330-11,330-100%$1.9M———
Jones Financial Companies Lllp
N/A—10,260-10,260-100%$1.8M———
Jump Financial, LLC
N/A—10,179-10,179-100%$1.7M———
State of Tennessee, Department of Treasury
N/A—9,732-9,732-100%$1.6M———
Police & Firemen's Retirement System of New Jersey
N/A—9,675-9,675-100%$1.6M———
XTX Topco Ltd
N/A—9,455-9,455-100%$1.6M———
IQ EQ Fund Management (Ireland) Ltd
N/A—9,213-9,213-100%$1.6M———
Fred Alger Management, LLC
N/A—9,187-9,187-100%$1.6M———
D. E. Shaw & Co., Inc.
N/A—8,897-8,897-100%$1.5M———
Glenmede Trust Co NA
N/A—8,587-8,587-100%$1.5M———
Acadian Asset Management LLC
N/A—8,315-8,315-100%$1.4M———
Vanguard Investments Australia, Ltd.
N/A—8,281-8,281-100%$1.4M———
Teachers Retirement System of the State of Kentucky
N/A—8,179-8,179-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—7,920-7,920-100%$1.3M———
Stifel Financial Corp
N/A—7,890-7,890-100%$1.3M———
Amundi
N/A—7,867-7,867-100%$1.3M———
KLP Kapitalforvaltning AS
N/A—7,800-7,800-100%$1.3M———
Diametric Capital, LP
N/A—7,700-7,700-100%$1.3M———
Intech Investment Management LLC
N/A—7,446-7,446-100%$1.3M———
PNC Financial Services Group, Inc.
N/A—7,405-7,405-100%$1.3M———
Focus Partners Wealth
N/A—7,381-7,381-100%$1.2M———
Tidal Investments LLC
N/A—7,048-7,048-100%$1.2M———
Janney Montgomery Scott LLC
N/A—6,955-6,955-100%$1.2M———
Sagewood Asset Management LP
N/A—6,765-6,765-100%$1.1M———
American Century Companies Inc
N/A—6,737-6,737-100%$1.1M———
Mariner, LLC
N/A—6,262-6,262-100%$1.1M———
QRG Capital Management, Inc.
N/A—6,222-6,222-100%$1.1M———
SG Americas Securities, LLC
N/A—5,822-5,822-100%$984.0K———
Entropy Technologies, LP
N/A—5,737-5,737-100%$969.3K———
Cerity Partners LLC
N/A—5,481-5,481-100%$926.0K———
Brown Brothers Harriman & Co
N/A—5,479-5,479-100%$925.7K———
Barclays PLC
N/A—5,010-5,010-100%$846.4K———
Zhang Financial LLC
N/A—5,000-5,000-100%$844.8K———
Susquehanna International Group, LLP
N/A—4,691-4,691-100%$792.5K———
Empowered Funds, LLC
N/A—4,379-4,379-100%$739.8K———
Neuberger Berman Group LLC
N/A—4,360-4,360-100%$736.6K———
Bank of Montreal
N/A—4,188-4,188-100%$707.6K———
FOX RUN Management, L.L.C.
N/A—4,155-4,155-100%$702.0K———
Mercer Global Advisors Inc
N/A—4,115-4,115-100%$695.3K———
Commerce Bank
N/A—4,047-4,047-100%$683.7K———
Nicolet Bankshares Inc
N/A—3,953-3,953-100%$660.2K———
HighTower Advisors, LLC
N/A—3,952-3,952-100%$667.8K———
Van Eck Associates Corp
N/A—3,947-3,947-100%$666.8K———
MML Investors Services, LLC
N/A—3,838-3,838-100%$648.5K———
Chesapeake Capital Corp
N/A—3,834-3,834-100%$647.8K———
Summitry LLC
N/A—3,808-3,808-100%$643.3K———
Steigerwald, Gordon & Koch Inc.
N/A—3,760-3,760-100%$635.3K———
M&T Bank Corp
N/A—3,744-3,744-100%$632.8K———
O'shaughnessy Asset Management, LLC
N/A—3,531-3,531-100%$596.6K———
Vanguard Personalized Indexing Management, LLC
N/A—3,504-3,504-100%$592.0K———
SageView Advisory Group, LLC
N/A—3,486-3,486-100%$589.1K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—3,236-3,236-100%$546.7K———
Caisse de Depot ET Placement DU Quebec
N/A—3,100-3,100-100%$523.7K———
IEQ Capital, LLC
N/A—3,099-3,099-100%$523.6K———
PFG Investments, LLC
N/A—3,000-3,000-100%$506.9K———
Ameritas Investment Partners, Inc.
N/A—2,977-2,977-100%$503.0K———
Squarepoint Ops LLC
N/A—2,935-2,935-100%$495.9K———
Zacks Investment Management
N/A—2,833-2,833-100%$478.6K———
PDT Partners, LLC
N/A—2,698-2,698-100%$455.8K———
Arax Advisory Partners
N/A—2,666-2,666-100%$450.4K———
Tower Research Capital LLC (TRC)
N/A—2,496-2,496-100%$421.7K———
Zions Bancorporation, National Association
N/A—2,460-2,460-100%$415.6K———
Foundations Investment Advisors, LLC
N/A—2,449-2,449-100%$413.8K———
Public Employees Retirement Association of Colorado
N/A—2,414-2,414-100%$408.0K———
Headlands Technologies LLC
N/A—2,366-2,366-100%$399.7K———
Occudo Quantitative Strategies LP
N/A—2,342-2,342-100%$395.7K———
Orion Porfolio Solutions, LLC
N/A—2,261-2,261-100%$382.0K———
Brown Advisory Inc
N/A—2,244-2,244-100%$379.1K———
Baird Financial Group, Inc.
N/A—2,235-2,235-100%$377.6K———
Fiduciary Trust Co
N/A—2,185-2,185-100%$369.2K———
Jane Street Group, LLC
N/A—2,122-2,122-100%$358.5K———
Engineers Gate Manager LP
N/A—2,108-2,108-100%$356.1K———
Nykredit A/S
N/A—2,026-2,026-100%$342.3K———
Inceptionr LLC
N/A—1,957-1,957-100%$330.6K———
CIBC Bancorp USA Inc.
N/A—1,918-1,918-100%$324.0K———
Portfolio Strategies, Inc.
N/A—1,885-1,885-100%$318.5K———
Marco Investment Management LLC
N/A—1,830-1,830-100%$309.2K———
Envestnet Portfolio Solutions, Inc.
N/A—1,820-1,820-100%$307.4K———
Aviva PLC
N/A—1,800-1,800-100%$304.1K———
Ensign Peak Advisors, Inc
N/A—1,776-1,776-100%$300.1K———
Callan Family Office, LLC
N/A—1,701-1,701-100%$287.4K———
Canada Pension Plan Investment Board
N/A—1,700-1,700-100%$287.2K———
MQS Management LLC
N/A—1,697-1,697-100%$286.7K———
Mirabella Financial Services LLP
N/A—1,675-1,675-100%$283.0K———
Sequoia Financial Advisors, LLC
N/A—1,674-1,674-100%$282.9K———
Bard Associates Inc
N/A—1,600-1,600-100%$270.3K———
Peapack Gladstone Financial Corp
N/A—1,525-1,525-100%$258.0K———
Capital Advisors Inc
N/A—1,500-1,500-100%$253.4K———
Vident Advisory, LLC
N/A—1,476-1,476-100%$249.4K———
HM Payson & Co
N/A—1,475-1,475-100%$249.2K———
Guggenheim Capital LLC
N/A—1,467-1,467-100%$247.9K———
Hardy Reed LLC
N/A—1,452-1,452-100%$245.3K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—1,341-1,341-100%$225.6K———
Meeder Asset Management Inc
N/A—1,285-1,285-100%$217.1K———
Caitlin John, LLC
N/A—1,266-1,266-100%$213.9K———
HSBC Holdings PLC
N/A—1,263-1,263-100%$213.4K———
Kemnay Advisory Services Inc.
N/A—1,259-1,259-100%$212.7K———
Rockefeller Capital Management L.P.
N/A—1,247-1,247-100%$210.7K———
Intellectus Partners, LLC
N/A—1,245-1,245-100%$210.3K———
Blueshift Asset Management, LLC
N/A—1,227-1,227-100%$207.3K———
Jain Global LLC
N/A—1,192-1,192-100%$201.4K———
Vestcor Inc
N/A—1,140-1,140-100%$193.0K———
Pacer Advisors, Inc.
N/A—1,075-1,075-100%$182.0K———
Global Retirement Partners, LLC
N/A—1,019-1,019-100%$172.2K———
New Age Alpha Advisors, LLC
N/A—792-792-100%$133.8K———
Allworth Financial LP
N/A—780-780-100%$131.8K———
Eurizon Capital SGR S.p.A.
N/A—743-743-100%$125.8K———
BNP Paribas Asset Management Holding S.A.
N/A—637-637-100%$107.6K———
Aquatic Capital Management LLC
N/A—501-501-100%$84.6K———
Persistent Asset Partners Ltd
N/A—452-452-100%$76.4K———
Huntington National Bank
N/A—439-439-100%$74.2K———
Hantz Financial Services, Inc.
N/A—376-376-100%$64.0K———
UMB Bank, n.a.
N/A—291-291-100%$49.2K———
Optiver Holding B.V.
N/A—268-268-100%$45.3K———
Smartleaf Asset Management LLC
N/A—263-263-100%$44.5K———
Public Employees Retirement System of Ohio
N/A—247-247-100%$41.7K———
Northwestern Mutual Wealth Management Co
N/A—234-234-100%$39.5K———
Measured Wealth Private Client Group, LLC
N/A—198-198-100%$33.5K———
Advisors Asset Management, Inc.
N/A—182-182-100%$30.7K———
Silicon Valley Capital Partners
N/A—144-144-100%$24.3K———
Whittier Trust Co
N/A—96-96-100%$16.0K———
Crewe Advisors LLC
N/A—79-79-100%$13.3K———
Rothschild Investment LLC
N/A—68-68-100%$11.5K———
Federated Hermes, Inc.
N/A—57-57-100%$9.6K———
Accent Capital Management, LLC
N/A—57-57-100%$9.6K———
Smithfield Trust Co
N/A—55-55-100%$10———
Park Place Capital Corp
N/A—42-42-100%$7.1K———
Keating Financial Advisory Services, Inc.
N/A—41-41-100%$6.9K———
SHP Wealth Management
N/A—39-39-100%$6.6K———
Bogart Wealth, LLC
N/A—39-39-100%$6.6K———
CVA Family Office, LLC
N/A—34-34-100%$5.7K———
NewEdge Advisors, LLC
N/A—33-33-100%$5.6K———
Dogwood Wealth Management LLC
N/A—30-30-100%$5.1K———
Manning & Napier Advisors LLC
N/A—28-28-100%$4.7K———
Fiduciary Financial Advisors
N/A—24-24-100%$3.9K———
Quarry LP
N/A—21-21-100%$3.5K———
JPL Wealth Management, LLC
N/A—15-15-100%$2.5K———
Kilter Group LLC
N/A—13-13-100%$2.2K———
Clearstead Advisors, LLC
N/A—11-11-100%$1.9K———
MidFirst Bank
N/A—9-9-100%$1.5K———
Transamerica Financial Advisors, LLC
N/A—8-8-100%$1.4K———
HFM Investment Advisors, LLC
N/A—7-7-100%$1.2K———
Harbour Investments, Inc.
N/A—5-5-100%$845———
LOS Angeles Capital Management LLC
N/A—5-5-100%$845———
Evolution Advisers, Inc.
N/A—4-4-100%$0———
Rialto Wealth Management, LLC
N/A—4-4-100%$676———
Ankerstar Wealth, LLC
N/A—3-3-100%$507———
Basecamp Wealth Advisors LLC
N/A—2-2-100%$338———
LRI Investments, LLC
N/A—2-2-100%$338———
Showing 441 of 441 institutions