Beam Therapeutics Inc (BEAM)

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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Sumitomo Mitsui Trust Group, Inc.

DECREASED

Shares3,349,244 from 3,455,043

Change-105,799 (-3%)

Value$81.9M (-$36.7M)

Filed 2026-10-29

Geode Capital Management, LLC

DECREASED

Shares2,514,059 from 2,596,963

Change-82,904 (-3%)

Value$61.5M (-$27.7M)

Filed 2026-11-06

Dimensional Fund Advisors LP

DECREASED

Shares2,166,222 from 2,225,844

Change-59,622 (-3%)

Value$53.0M (-$23.4M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares356,782 from 362,800

Change-6,018 (-2%)

Value$8.7M (-$3.7M)

Filed 2026-11-05

Alphabet Inc.

UNCHANGED

Shares321,604 from 321,604

Change0 (0%)

Value$7.9M (-$3.2M)

Filed 2026-11-06

Pictet Asset Management Holding SA

DECREASED

Shares247,111 from 250,797

Change-3,686 (-1%)

Value$6.1M (-$2.7M)

Filed 2026-11-03

MacKenzie Financial Corp

INCREASED

Shares210,521 from 185,499

Change+25,022 (+13%)

Value$5.1M (-$1.2M)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares143,399 from 70,219

Change+73,180 (+104%)

Value$3.5M (+$1.1M)

Filed 2026-11-06

D.A. Davidson & Co.

INCREASED

Shares105,697 from 100,628

Change+5,069 (+5%)

Value$2.6M (-$869.3K)

Filed 2026-10-28

Deutsche Bank Ag\

DECREASED

Shares97,344 from 104,091

Change-6,747 (-6%)

Value$2.4M (-$1.2M)

Filed 2026-11-06

Privium Fund Management B.V.

INCREASED

Shares91,282 from 70,282

Change+21,000 (+30%)

Value$2.2M (-$180.2K)

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares89,273 from 138,866

Change-49,593 (-36%)

Value$2.2M (-$2.6M)

Filed 2026-11-04

Concurrent Investment Advisors, LLC

INCREASED

Shares73,713 from 63,879

Change+9,834 (+15%)

Value$1.8M (-$390.0K)

Filed 2026-10-16

Clearstead Advisors, LLC

DECREASED

Shares60,615 from 60,620

Change-5 (0%)

Value$1.5M (-$598.4K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares53,809 from 56,646

Change-2,837 (-5%)

Value$1.3M (-$628.5K)

Filed 2026-11-06

Profund Advisors LLC

INCREASED

Shares52,359 from 47,584

Change+4,775 (+10%)

Value$1.3M (-$352.9K)

Filed 2026-10-29

Leonteq Securities AG

INCREASED

Shares49,594 from 27,926

Change+21,668 (+78%)

Value$1.2M (+$254.2K)

Filed 2026-10-29

Raiffeisen Bank International AG

UNCHANGED

Shares45,000 from 45,000

Change0 (0%)

Value$1.1M (-$469.4K)

Filed 2026-10-28

Russell Investments Group, Ltd.

DECREASED

Shares37,239 from 156,585

Change-119,346 (-76%)

Value$910.5K (-$4.5M)

Filed 2026-11-06

Virginia Retirement Systems ET Al

DECREASED

Shares31,431 from 38,131

Change-6,700 (-18%)

Value$768.5K (-$540.2K)

Filed 2026-10-28

Alessandra Capital Management, LLC

DECREASED

Shares30,384 from 56,945

Change-26,561 (-47%)

Value$742.9K (-$1.2M)

Filed 2026-10-30

State of New Jersey Common Pension Fund D

INCREASED

Shares29,072 from 28,818

Change+254 (+1%)

Value$710.8K (-$278.2K)

Filed 2026-11-05

Generali Investments Towarzystwo Funduszy Inwestycyjnych

INCREASED

Shares28,000 from 22,000

Change+6,000 (+27%)

Value$684.6K (-$70.4K)

Filed 2026-11-06

Arizona State Retirement System

INCREASED

Shares25,354 from 24,592

Change+762 (+3%)

Value$619.9K (-$224.1K)

Filed 2026-11-03

Wealth Effects LLC

INCREASED

Shares24,763 from 10,549

Change+14,214 (+135%)

Value$605.5K (+$243.4K)

Filed 2026-10-23

Vontobel Holding Ltd.

DECREASED

Shares23,745 from 24,718

Change-973 (-4%)

Value$580.6K (-$267.8K)

Filed 2026-10-16

Yorktown Management & Research Co Inc

UNCHANGED

Shares22,550 from 22,550

Change0 (0%)

Value$551.3K (-$222.6K)

Filed 2026-10-28

Allspring Global Investments Holdings, LLC

INCREASED

Shares20,350 from 19,535

Change+815 (+4%)

Value$496.3K (-$157.7K)

Filed 2026-11-04

China Universal Asset Management Co., Ltd.

INCREASED

Shares18,846 from 16,373

Change+2,473 (+15%)

Value$462.1K (-$99.8K)

Filed 2026-10-28

SteelPeak Wealth, LLC

INCREASED

Shares17,440 from 7,519

Change+9,921 (+132%)

Value$426.4K (+$168.4K)

Filed 2026-10-16

Creative Planning

DECREASED

Shares17,413 from 19,118

Change-1,705 (-9%)

Value$425.7K (-$230.4K)

Filed 2026-11-02

AMG National Trust Bank

UNCHANGED

Shares17,107 from 17,107

Change0 (0%)

Value$418.3K (-$168.8K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

DECREASED

Shares16,548 from 16,556

Change-8 (0%)

Value$404.6K (-$163.6K)

Filed 2026-11-04

ProShare Advisors LLC

DECREASED

Shares16,031 from 16,351

Change-320 (-2%)

Value$392.0K (-$169.2K)

Filed 2026-10-29

US Bancorp \de\

DECREASED

Shares14,734 from 14,751

Change-17 (0%)

Value$360.2K (-$146.0K)

Filed 2026-11-05

AlphaCentric Advisors LLC

NEW

Shares14,322

Change+14,322

Value$350.2K

Filed 2026-11-03

Principal Financial Group Inc

INCREASED

Shares13,879 from 7,009

Change+6,870 (+98%)

Value$339.3K (+$98.8K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares11,132 from 8,420

Change+2,712 (+32%)

Value$272.2K (-$16.8K)

Filed 2026-11-02

Contravisory Investment Management, Inc.

UNCHANGED

Shares9,899 from 9,899

Change0 (0%)

Value$242.0K (-$97.7K)

Filed 2026-10-13

Xponance LLC

DECREASED

Shares9,671 from 11,184

Change-1,513 (-14%)

Value$236.5K (-$147.4K)

Filed 2026-11-03

Mitsubishi UFJ Asset Management Co., Ltd.

DECREASED

Shares8,435 from 8,505

Change-70 (-1%)

Value$206.2K (-$85.7K)

Filed 2026-11-05

Tema Etfs LLC

NEW

Shares8,214

Change+8,214

Value$200.8K

Filed 2026-10-16

Beacon Financial Strategies Corp

DECREASED

Shares6,837 from 9,837

Change-3,000 (-30%)

Value$167.2K (-$170.4K)

Filed 2026-10-14

Bayforest Capital Ltd

DECREASED

Shares5,478 from 10,740

Change-5,262 (-49%)

Value$133.9K (-$234.7K)

Filed 2026-11-03

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares5,278 from 4,601

Change+677 (+15%)

Value$129.0K (-$28.9K)

Filed 2026-11-03

Simplex Trading, LLC

DECREASED

Shares4,846 from 8,450

Change-3,604 (-43%)

Value$118.5K (-$171.5K)

Filed 2026-11-04

SBI Securities Co., Ltd.

INCREASED

Shares4,572 from 3,954

Change+618 (+16%)

Value$111.8K (-$23.9K)

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares3,608 from 3,613

Change-5 (0%)

Value$88.2K (-$35.8K)

Filed 2026-10-08

KBC Group NV

UNCHANGED

Shares3,569 from 3,569

Change0 (0%)

Value$87.0K (-$35.0K)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares3,135 from 519

Change+2,616 (+504%)

Value$76.7K (+$58.8K)

Filed 2026-10-22

GF Fund Management Co. Ltd.

INCREASED

Shares3,095 from 2,159

Change+936 (+43%)

Value$75.7K (+$1.6K)

Filed 2026-10-26

Larson Financial Group LLC

DECREASED

Shares3,000 from 3,234

Change-234 (-7%)

Value$73.4K (-$37.6K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares2,551 from 2,551

Change0 (0%)

Value$87.6K ($0)

Filed 2026-11-06

Nykredit A/S

UNCHANGED

Shares2,178 from 2,178

Change0 (0%)

Value$53.3K (-$21.5K)

Filed 2026-11-06

Fulcrum Asset Management LLP

NEW

Shares2,096

Change+2,096

Value$51.4K

Filed 2026-11-04

Nisa Investment Advisors, LLC

DECREASED

Shares1,884 from 3,432

Change-1,548 (-45%)

Value$46.1K (-$71.7K)

Filed 2026-10-20

Covestor Ltd

DECREASED

Shares1,822 from 2,229

Change-407 (-18%)

Value$45 (-$76.0K)

Filed 2026-10-30

Bank Julius Baer & Co. Ltd, Zurich

UNCHANGED

Shares1,710 from 1,710

Change0 (0%)

Value$41.8K (-$16.9K)

Filed 2026-10-29

Gamma Investing LLC

INCREASED

Shares1,342 from 975

Change+367 (+38%)

Value$32.8K (-$650)

Filed 2026-10-08

PNC Financial Services Group, Inc.

DECREASED

Shares1,247 from 1,483

Change-236 (-16%)

Value$30.5K (-$20.4K)

Filed 2026-11-06

Versant Capital Management, Inc

INCREASED

Shares1,239 from 554

Change+685 (+124%)

Value$30.3K (+$11.3K)

Filed 2026-10-02

Flagship Wealth Advisors, LLC

UNCHANGED

Shares850 from 850

Change0 (0%)

Value$20.8K (-$8.4K)

Filed 2026-11-03

Natixis

NEW

Shares820

Change+820

Value$20.0K

Filed 2026-11-06

Lanark Financial, Inc.

UNCHANGED

Shares763 from 763

Change0 (0%)

Value$18.7K (-$7.5K)

Filed 2026-10-26

Fifth Third Bancorp

INCREASED

Shares701 from 503

Change+198 (+39%)

Value$17.1K (-$123)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares409 from 97

Change+312 (+322%)

Value$10.0K (+$6.7K)

Filed 2026-11-03

IFP Advisors, Inc

DECREASED

Shares362 from 724

Change-362 (-50%)

Value$8.9K (-$16.0K)

Filed 2026-10-16

Inspire Investing, LLC

NEW

Shares284

Change+284

Value$6.9K

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

DECREASED

Shares209 from 10,377

Change-10,168 (-98%)

Value$5.1K (-$351.0K)

Filed 2026-10-29

Financial Network Wealth Advisors LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.9K (-$2.0K)

Filed 2026-10-28

Nfsg Corp

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.9K (-$2.0K)

Filed 2026-10-15

Creative Financial Designs Inc

INCREASED

Shares175 from 163

Change+12 (+7%)

Value$4.3K (-$1.3K)

Filed 2026-11-04

Next Level Wealth Planning, LLC

NEW

Shares151

Change+151

Value$3.7K

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares110

Change+110

Value$2.7K

Filed 2026-10-21

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$2.1K (-$829)

Filed 2026-10-16

Signaturefd, LLC

DECREASED

Shares61 from 74

Change-13 (-18%)

Value$1.5K (-$1.0K)

Filed 2026-10-23

Center for Financial Planning, Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.2K (-$494)

Filed 2026-10-26

Ascentis Independent Advisors

NEW

Shares43

Change+43

Value$1.1K

Filed 2026-11-03

Aspect Partners, LLC

INCREASED

Shares36 from 11

Change+25 (+227%)

Value$880 (+$502)

Filed 2026-10-20

Creative Capital Management Investments LLC

INCREASED

Shares24 from 7

Change+17 (+243%)

Value$587 (+$347)

Filed 2026-10-28

Private Wealth Management Group, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$563 (-$227)

Filed 2026-10-19

Parkside Financial Bank & Trust

DECREASED

Shares20 from 25

Change-5 (-20%)

Value$489 (-$369)

Filed 2026-10-27

Financial Consulate, Inc

NEW

Shares19

Change+19

Value$465

Filed 2026-10-23

Fortitude Family Office, LLC

INCREASED

Shares17 from 8

Change+9 (+113%)

Value$416 (+$141)

Filed 2026-10-14

SJS Investment Consulting Inc.

DECREASED

Shares13 from 35

Change-22 (-63%)

Value$318 (-$884)

Filed 2026-10-26

Silver Grove Financial Group, Inc.

DECREASED

Shares13 from 24

Change-11 (-46%)

Value$318 (-$506)

Filed 2026-11-05

Owl Creek Wealth Partners LLC

NEW

Shares10

Change+10

Value$245

Filed 2026-10-20

JFS Wealth Advisors, LLC

INCREASED

Shares9 from 6

Change+3 (+50%)

Value$221 (+$15)

Filed 2026-11-03

Bay Harbor Wealth Management, LLC

INCREASED

Shares5 from 2

Change+3 (+150%)

Value$122 (+$53)

Filed 2026-11-03

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$122 (-$50)

Filed 2026-10-05

Blue Trust, Inc.

NEW

Shares4

Change+4

Value$98

Filed 2026-10-15

RHL Group, LLC

NEW

Shares1

Change+1

Value$24

Filed 2026-11-04

Hughes Financial Services, LLC

NEW

Shares1

Change+1

Value$29

Filed 2026-10-30

Signature Resources Capital Management, LLC

NEW

Shares1

Change+1

Value$24

Filed 2026-10-16

DecisionPoint Financial, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$25 (-$9)

Filed 2026-10-27

Kingdom Financial Group Llc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$19 (-$8)

Filed 2026-11-04

IvyRock Asset Management (HK) Ltd

CLOSED

Shares0 from 8,600

Change-8,600 (-100%)

Value$0 (-$295.2K)

Filed 2026-11-06

Thrive Wealth Management, LLC

CLOSED

Shares0 from 8,177

Change-8,177 (-100%)

Value$0 (-$280.6K)

Filed 2026-10-13

Green Alpha Advisors, LLC

CLOSED

Shares0 from 7,569

Change-7,569 (-100%)

Value$0 (-$259.8K)

Filed 2026-10-08

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 7,158

Change-7,158 (-100%)

Value$0 (-$245.7K)

Filed 2026-10-21

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

CLOSED

Shares0 from 6,835

Change-6,835 (-100%)

Value$0 (-$234.6K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 6,528

Change-6,528 (-100%)

Value$0 (-$224.0K)

Filed 2026-11-02

Kassira Wealth Management LLC

CLOSED

Shares0 from 6,000

Change-6,000 (-100%)

Value$0 (-$205.9K)

Filed 2026-10-28

Chapin Davis, Inc.

CLOSED

Shares0 from 6,000

Change-6,000 (-100%)

Value$0 (-$205.9K)

Filed 2026-10-09

Premier Fund Managers Ltd

CLOSED

Shares0 from 2,332

Change-2,332 (-100%)

Value$0 (-$82)

Filed 2026-11-02

Harel Insurance Investments & Financial Services Ltd.

CLOSED

Shares0 from 1,550

Change-1,550 (-100%)

Value$0 (-$53.0K)

Filed 2026-11-02

Strs Ohio

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$37.8K)

Filed 2026-10-30

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 111

Change-111 (-100%)

Value$0 (-$3.8K)

Filed 2026-11-06

Robinswood Financial LLC

CLOSED

Shares0 from 33

Change-33 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-20

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$721)

Filed 2026-10-20

Gen-Wealth Partners Inc

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$618)

Filed 2026-11-04

Gill Capital Partners, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$515)

Filed 2026-10-13

Stone House Investment Management, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$309)

Filed 2026-10-23

Navigoe, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-11-04

FMR LLC

N/A

Shares— from 12,609,002

Change-12,609,002 (-100%)

Value—

Farallon Capital Management, L.L.C.

N/A

Shares— from 10,236,396

Change-10,236,396 (-100%)

Value—

ARK Investment Management LLC

N/A

Shares— from 10,234,862

Change-10,234,862 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 8,997,542

Change-8,997,542 (-100%)

Value—

State Street Corp

N/A

Shares— from 5,827,122

Change-5,827,122 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,921,259

Change-4,921,259 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 4,599,437

Change-4,599,437 (-100%)

Value—

Arch Venture Management, LLC

N/A

Shares— from 4,540,132

Change-4,540,132 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 3,455,043

Change-3,455,043 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 3,415,239

Change-3,415,239 (-100%)

Value—

Kynam Capital Management, LP

N/A

Shares— from 2,840,792

Change-2,840,792 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,950,969

Change-1,950,969 (-100%)

Value—

Contrarius Group Holdings Ltd

N/A

Shares— from 1,614,538

Change-1,614,538 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,551,781

Change-1,551,781 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,388,227

Change-1,388,227 (-100%)

Value—

Casdin Capital, LLC

N/A

Shares— from 1,350,000

Change-1,350,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,310,059

Change-1,310,059 (-100%)

Value—

Redmile Group, LLC

N/A

Shares— from 1,164,259

Change-1,164,259 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,067,883

Change-1,067,883 (-100%)

Value—

Deep Track Capital, LP

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 933,481

Change-933,481 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 885,902

Change-885,902 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 720,648

Change-720,648 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 710,712

Change-710,712 (-100%)

Value—

UBS Group AG

N/A

Shares— from 574,814

Change-574,814 (-100%)

Value—

RTW Investments, LP

N/A

Shares— from 570,394

Change-570,394 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 514,767

Change-514,767 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 478,980

Change-478,980 (-100%)

Value—

Elmind Capital, LP

N/A

Shares— from 476,338

Change-476,338 (-100%)

Value—

IQ EQ Fund Management (Ireland) Ltd

N/A

Shares— from 455,954

Change-455,954 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 445,718

Change-445,718 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 445,000

Change-445,000 (-100%)

Value—

Foresite Capital Management VI LLC

N/A

Shares— from 330,000

Change-330,000 (-100%)

Value—

Baillie Gifford & Co

N/A

Shares— from 314,228

Change-314,228 (-100%)

Value—

Integral Health Asset Management, LLC

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 296,294

Change-296,294 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 245,283

Change-245,283 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 204,697

Change-204,697 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 194,171

Change-194,171 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 194,083

Change-194,083 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 189,389

Change-189,389 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 178,945

Change-178,945 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 178,900

Change-178,900 (-100%)

Value—

Eversept Partners, LP

N/A

Shares— from 166,289

Change-166,289 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 164,164

Change-164,164 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 156,997

Change-156,997 (-100%)

Value—

Duquesne Family Office LLC

N/A

Shares— from 153,600

Change-153,600 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 151,216

Change-151,216 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 137,038

Change-137,038 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 134,679

Change-134,679 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 132,227

Change-132,227 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 130,577

Change-130,577 (-100%)

Value—

Man Group plc

N/A

Shares— from 129,820

Change-129,820 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 127,630

Change-127,630 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 124,826

Change-124,826 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 123,425

Change-123,425 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 111,900

Change-111,900 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 104,505

Change-104,505 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 99,526

Change-99,526 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 96,651

Change-96,651 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 94,969

Change-94,969 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 93,606

Change-93,606 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 90,358

Change-90,358 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 89,939

Change-89,939 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 79,179

Change-79,179 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 70,464

Change-70,464 (-100%)

Value—

Peregrine Investment Management Inc

N/A

Shares— from 70,000

Change-70,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 69,375

Change-69,375 (-100%)

Value—

Liontrust Investment Partners LLP

N/A

Shares— from 60,025

Change-60,025 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 57,723

Change-57,723 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 56,172

Change-56,172 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 53,722

Change-53,722 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 50,456

Change-50,456 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 49,092

Change-49,092 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 45,755

Change-45,755 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 41,792

Change-41,792 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 41,000

Change-41,000 (-100%)

Value—

Ishara Investments LP

N/A

Shares— from 41,000

Change-41,000 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 39,823

Change-39,823 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 38,746

Change-38,746 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 38,287

Change-38,287 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 38,064

Change-38,064 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 37,289

Change-37,289 (-100%)

Value—

Himension Capital (Singapore) Pte. Ltd.

N/A

Shares— from 36,419

Change-36,419 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 36,311

Change-36,311 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 35,502

Change-35,502 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 34,260

Change-34,260 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 34,091

Change-34,091 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 31,009

Change-31,009 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 30,407

Change-30,407 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 30,081

Change-30,081 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 29,246

Change-29,246 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 28,859

Change-28,859 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 25,547

Change-25,547 (-100%)

Value—

Brandywine Managers, LLC

N/A

Shares— from 25,455

Change-25,455 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 23,213

Change-23,213 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 23,083

Change-23,083 (-100%)

Value—

Palumbo Wealth Management LLC

N/A

Shares— from 22,726

Change-22,726 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 22,673

Change-22,673 (-100%)

Value—

Yiheng Capital Management, L.P.

N/A

Shares— from 21,126

Change-21,126 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 20,100

Change-20,100 (-100%)

Value—

Headinvest, LLC

N/A

Shares— from 20,060

Change-20,060 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 19,683

Change-19,683 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 17,072

Change-17,072 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 16,979

Change-16,979 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 16,360

Change-16,360 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 15,687

Change-15,687 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 15,600

Change-15,600 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 15,406

Change-15,406 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 15,027

Change-15,027 (-100%)

Value—

Twinbeech Capital LP

N/A

Shares— from 14,800

Change-14,800 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 14,776

Change-14,776 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 14,333

Change-14,333 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 13,700

Change-13,700 (-100%)

Value—

E Fund Management Co., Ltd.

N/A

Shares— from 13,199

Change-13,199 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,335

Change-12,335 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 12,002

Change-12,002 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 11,451

Change-11,451 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 11,272

Change-11,272 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 11,100

Change-11,100 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 10,840

Change-10,840 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 10,720

Change-10,720 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 10,506

Change-10,506 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 10,428

Change-10,428 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 9,289

Change-9,289 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 9,219

Change-9,219 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 8,999

Change-8,999 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 8,993

Change-8,993 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 8,910

Change-8,910 (-100%)

Value—

Seven Fleet Capital Management LP

N/A

Shares— from 8,804

Change-8,804 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 8,388

Change-8,388 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 7,667

Change-7,667 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 7,618

Change-7,618 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 7,021

Change-7,021 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 6,974

Change-6,974 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,927

Change-6,927 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 6,500

Change-6,500 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 6,230

Change-6,230 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 5,861

Change-5,861 (-100%)

Value—

Quarry LP

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,190

Change-4,190 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,066

Change-4,066 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,610

Change-3,610 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 3,049

Change-3,049 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,986

Change-2,986 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 1,563

Change-1,563 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,350

Change-1,350 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,252

Change-1,252 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,227

Change-1,227 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 911

Change-911 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 691

Change-691 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 569

Change-569 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 512

Change-512 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 478

Change-478 (-100%)

Value—

Graticule Asia Macro Advisors LLC

N/A

Shares— from 396

Change-396 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 375

Change-375 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 315

Change-315 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 235

Change-235 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 232

Change-232 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 104

Change-104 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 50

Change-50 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 15

Change-15 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 11

Change-11 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Atlantic Private Wealth, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 6

Change-6 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Sumitomo Mitsui Trust Group, Inc.	DECREASED	3,349,244	3,455,043	-105,799	-3%	$118.6M	$81.9M	-$36.7M	2026-10-29
Geode Capital Management, LLC	DECREASED	2,514,059	2,596,963	-82,904	-3%	$89.1M	$61.5M	-$27.7M	2026-11-06
Dimensional Fund Advisors LP	DECREASED	2,166,222	2,225,844	-59,622	-3%	$76.4M	$53.0M	-$23.4M	2026-11-04
Bank of New York Mellon Corp	DECREASED	356,782	362,800	-6,018	-2%	$12.5M	$8.7M	-$3.7M	2026-11-05
Alphabet Inc.	UNCHANGED	321,604	321,604	0	0%	$11.0M	$7.9M	-$3.2M	2026-11-06
Pictet Asset Management Holding SA	DECREASED	247,111	250,797	-3,686	-1%	$8.8M	$6.1M	-$2.7M	2026-11-03
MacKenzie Financial Corp	INCREASED	210,521	185,499	+25,022	+13%	$6.4M	$5.1M	-$1.2M	2026-11-02
Barclays PLC	INCREASED	143,399	70,219	+73,180	+104%	$2.4M	$3.5M	+$1.1M	2026-11-06
D.A. Davidson & Co.	INCREASED	105,697	100,628	+5,069	+5%	$3.5M	$2.6M	-$869.3K	2026-10-28
Deutsche Bank Ag\	DECREASED	97,344	104,091	-6,747	-6%	$3.6M	$2.4M	-$1.2M	2026-11-06
Privium Fund Management B.V.	INCREASED	91,282	70,282	+21,000	+30%	$2.4M	$2.2M	-$180.2K	2026-11-03
Citigroup Inc	DECREASED	89,273	138,866	-49,593	-36%	$4.8M	$2.2M	-$2.6M	2026-11-04
Concurrent Investment Advisors, LLC	INCREASED	73,713	63,879	+9,834	+15%	$2.2M	$1.8M	-$390.0K	2026-10-16
Clearstead Advisors, LLC	DECREASED	60,615	60,620	-5	0%	$2.1M	$1.5M	-$598.4K	2026-11-06
LPL Financial LLC	DECREASED	53,809	56,646	-2,837	-5%	$1.9M	$1.3M	-$628.5K	2026-11-06
Profund Advisors LLC	INCREASED	52,359	47,584	+4,775	+10%	$1.6M	$1.3M	-$352.9K	2026-10-29
Leonteq Securities AG	INCREASED	49,594	27,926	+21,668	+78%	$958.4K	$1.2M	+$254.2K	2026-10-29
Raiffeisen Bank International AG	UNCHANGED	45,000	45,000	0	0%	$1.6M	$1.1M	-$469.4K	2026-10-28
Russell Investments Group, Ltd.	DECREASED	37,239	156,585	-119,346	-76%	$5.4M	$910.5K	-$4.5M	2026-11-06
Virginia Retirement Systems ET Al	DECREASED	31,431	38,131	-6,700	-18%	$1.3M	$768.5K	-$540.2K	2026-10-28
Alessandra Capital Management, LLC	DECREASED	30,384	56,945	-26,561	-47%	$2.0M	$742.9K	-$1.2M	2026-10-30
State of New Jersey Common Pension Fund D	INCREASED	29,072	28,818	+254	+1%	$989.0K	$710.8K	-$278.2K	2026-11-05
Generali Investments Towarzystwo Funduszy Inwestycyjnych	INCREASED	28,000	22,000	+6,000	+27%	$755.0K	$684.6K	-$70.4K	2026-11-06
Arizona State Retirement System	INCREASED	25,354	24,592	+762	+3%	$844.0K	$619.9K	-$224.1K	2026-11-03
Wealth Effects LLC	INCREASED	24,763	10,549	+14,214	+135%	$362.0K	$605.5K	+$243.4K	2026-10-23
Vontobel Holding Ltd.	DECREASED	23,745	24,718	-973	-4%	$848.3K	$580.6K	-$267.8K	2026-10-16
Yorktown Management & Research Co Inc	UNCHANGED	22,550	22,550	0	0%	$773.9K	$551.3K	-$222.6K	2026-10-28
Allspring Global Investments Holdings, LLC	INCREASED	20,350	19,535	+815	+4%	$654.0K	$496.3K	-$157.7K	2026-11-04
China Universal Asset Management Co., Ltd.	INCREASED	18,846	16,373	+2,473	+15%	$561.9K	$462.1K	-$99.8K	2026-10-28
SteelPeak Wealth, LLC	INCREASED	17,440	7,519	+9,921	+132%	$258.1K	$426.4K	+$168.4K	2026-10-16
Creative Planning	DECREASED	17,413	19,118	-1,705	-9%	$656.1K	$425.7K	-$230.4K	2026-11-02
AMG National Trust Bank	UNCHANGED	17,107	17,107	0	0%	$587.1K	$418.3K	-$168.8K	2026-11-05
EverSource Wealth Advisors, LLC	DECREASED	16,548	16,556	-8	0%	$568.2K	$404.6K	-$163.6K	2026-11-04
ProShare Advisors LLC	DECREASED	16,031	16,351	-320	-2%	$561.2K	$392.0K	-$169.2K	2026-10-29
US Bancorp \de\	DECREASED	14,734	14,751	-17	0%	$506.3K	$360.2K	-$146.0K	2026-11-05
AlphaCentric Advisors LLC	NEW	14,322	—	+14,322	—	—	$350.2K	—	2026-11-03
Principal Financial Group Inc	INCREASED	13,879	7,009	+6,870	+98%	$240.5K	$339.3K	+$98.8K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	11,132	8,420	+2,712	+32%	$289.0K	$272.2K	-$16.8K	2026-11-02
Contravisory Investment Management, Inc.	UNCHANGED	9,899	9,899	0	0%	$339.7K	$242.0K	-$97.7K	2026-10-13
Xponance LLC	DECREASED	9,671	11,184	-1,513	-14%	$383.8K	$236.5K	-$147.4K	2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.	DECREASED	8,435	8,505	-70	-1%	$291.9K	$206.2K	-$85.7K	2026-11-05
Tema Etfs LLC	NEW	8,214	—	+8,214	—	—	$200.8K	—	2026-10-16
Beacon Financial Strategies Corp	DECREASED	6,837	9,837	-3,000	-30%	$337.6K	$167.2K	-$170.4K	2026-10-14
Bayforest Capital Ltd	DECREASED	5,478	10,740	-5,262	-49%	$368.6K	$133.9K	-$234.7K	2026-11-03
Mirae Asset Global Investments Co., Ltd.	INCREASED	5,278	4,601	+677	+15%	$157.9K	$129.0K	-$28.9K	2026-11-03
Simplex Trading, LLC	DECREASED	4,846	8,450	-3,604	-43%	$290.0K	$118.5K	-$171.5K	2026-11-04
SBI Securities Co., Ltd.	INCREASED	4,572	3,954	+618	+16%	$135.7K	$111.8K	-$23.9K	2026-10-22
Farther Finance Advisors, LLC	DECREASED	3,608	3,613	-5	0%	$124.0K	$88.2K	-$35.8K	2026-10-08
KBC Group NV	UNCHANGED	3,569	3,569	0	0%	$122.0K	$87.0K	-$35.0K	2026-10-22
Sterling Capital Management LLC	INCREASED	3,135	519	+2,616	+504%	$17.8K	$76.7K	+$58.8K	2026-10-22
GF Fund Management Co. Ltd.	INCREASED	3,095	2,159	+936	+43%	$74.1K	$75.7K	+$1.6K	2026-10-26
Larson Financial Group LLC	DECREASED	3,000	3,234	-234	-7%	$111.0K	$73.4K	-$37.6K	2026-11-05
Allworth Financial LP	UNCHANGED	2,551	2,551	0	0%	$87.6K	$87.6K	$0	2026-11-06
Nykredit A/S	UNCHANGED	2,178	2,178	0	0%	$74.7K	$53.3K	-$21.5K	2026-11-06
Fulcrum Asset Management LLP	NEW	2,096	—	+2,096	—	—	$51.4K	—	2026-11-04
Nisa Investment Advisors, LLC	DECREASED	1,884	3,432	-1,548	-45%	$117.8K	$46.1K	-$71.7K	2026-10-20
Covestor Ltd	DECREASED	1,822	2,229	-407	-18%	$76.0K	$45	-$76.0K	2026-10-30
Bank Julius Baer & Co. Ltd, Zurich	UNCHANGED	1,710	1,710	0	0%	$58.7K	$41.8K	-$16.9K	2026-10-29
Gamma Investing LLC	INCREASED	1,342	975	+367	+38%	$33.5K	$32.8K	-$650	2026-10-08
PNC Financial Services Group, Inc.	DECREASED	1,247	1,483	-236	-16%	$50.9K	$30.5K	-$20.4K	2026-11-06
Versant Capital Management, Inc	INCREASED	1,239	554	+685	+124%	$19.0K	$30.3K	+$11.3K	2026-10-02
Flagship Wealth Advisors, LLC	UNCHANGED	850	850	0	0%	$29.2K	$20.8K	-$8.4K	2026-11-03
Natixis	NEW	820	—	+820	—	—	$20.0K	—	2026-11-06
Lanark Financial, Inc.	UNCHANGED	763	763	0	0%	$26.2K	$18.7K	-$7.5K	2026-10-26
Fifth Third Bancorp	INCREASED	701	503	+198	+39%	$17.3K	$17.1K	-$123	2026-11-05
Parallel Advisors, LLC	INCREASED	409	97	+312	+322%	$3.3K	$10.0K	+$6.7K	2026-11-03
IFP Advisors, Inc	DECREASED	362	724	-362	-50%	$24.8K	$8.9K	-$16.0K	2026-10-16
Inspire Investing, LLC	NEW	284	—	+284	—	—	$6.9K	—	2026-10-22
Caitong International Asset Management Co., Ltd	DECREASED	209	10,377	-10,168	-98%	$356.1K	$5.1K	-$351.0K	2026-10-29
Financial Network Wealth Advisors LLC	UNCHANGED	200	200	0	0%	$6.9K	$4.9K	-$2.0K	2026-10-28
Nfsg Corp	UNCHANGED	200	200	0	0%	$6.9K	$4.9K	-$2.0K	2026-10-15
Creative Financial Designs Inc	INCREASED	175	163	+12	+7%	$5.6K	$4.3K	-$1.3K	2026-11-04
Next Level Wealth Planning, LLC	NEW	151	—	+151	—	—	$3.7K	—	2026-10-29
Root Financial Partners, LLC	NEW	110	—	+110	—	—	$2.7K	—	2026-10-21
Pension & Wealth Management Advisors, Inc.	UNCHANGED	84	84	0	0%	$2.9K	$2.1K	-$829	2026-10-16
Signaturefd, LLC	DECREASED	61	74	-13	-18%	$2.5K	$1.5K	-$1.0K	2026-10-23
Center for Financial Planning, Inc.	UNCHANGED	50	50	0	0%	$1.7K	$1.2K	-$494	2026-10-26
Ascentis Independent Advisors	NEW	43	—	+43	—	—	$1.1K	—	2026-11-03
Aspect Partners, LLC	INCREASED	36	11	+25	+227%	$378	$880	+$502	2026-10-20
Creative Capital Management Investments LLC	INCREASED	24	7	+17	+243%	$240	$587	+$347	2026-10-28
Private Wealth Management Group, LLC	UNCHANGED	23	23	0	0%	$790	$563	-$227	2026-10-19
Parkside Financial Bank & Trust	DECREASED	20	25	-5	-20%	$858	$489	-$369	2026-10-27
Financial Consulate, Inc	NEW	19	—	+19	—	—	$465	—	2026-10-23
Fortitude Family Office, LLC	INCREASED	17	8	+9	+113%	$275	$416	+$141	2026-10-14
SJS Investment Consulting Inc.	DECREASED	13	35	-22	-63%	$1.2K	$318	-$884	2026-10-26
Silver Grove Financial Group, Inc.	DECREASED	13	24	-11	-46%	$824	$318	-$506	2026-11-05
Owl Creek Wealth Partners LLC	NEW	10	—	+10	—	—	$245	—	2026-10-20
JFS Wealth Advisors, LLC	INCREASED	9	6	+3	+50%	$206	$221	+$15	2026-11-03
Bay Harbor Wealth Management, LLC	INCREASED	5	2	+3	+150%	$69	$122	+$53	2026-11-03
MassMutual Private Wealth & Trust, FSB	UNCHANGED	5	5	0	0%	$172	$122	-$50	2026-10-05
Blue Trust, Inc.	NEW	4	—	+4	—	—	$98	—	2026-10-15
RHL Group, LLC	NEW	1	—	+1	—	—	$24	—	2026-11-04
Hughes Financial Services, LLC	NEW	1	—	+1	—	—	$29	—	2026-10-30
Signature Resources Capital Management, LLC	NEW	1	—	+1	—	—	$24	—	2026-10-16
DecisionPoint Financial, LLC	UNCHANGED	1	1	0	0%	$34	$25	-$9	2026-10-27
Kingdom Financial Group Llc.	UNCHANGED	1	1	0	0%	$27	$19	-$8	2026-11-04
IvyRock Asset Management (HK) Ltd	CLOSED	0	8,600	-8,600	-100%	$295.2K	$0	-$295.2K	2026-11-06
Thrive Wealth Management, LLC	CLOSED	0	8,177	-8,177	-100%	$280.6K	$0	-$280.6K	2026-10-13
Green Alpha Advisors, LLC	CLOSED	0	7,569	-7,569	-100%	$259.8K	$0	-$259.8K	2026-10-08
Axxcess Wealth Management, LLC	CLOSED	0	7,158	-7,158	-100%	$245.7K	$0	-$245.7K	2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	CLOSED	0	6,835	-6,835	-100%	$234.6K	$0	-$234.6K	2026-10-14
Cambridge Investment Research Advisors, Inc.	CLOSED	0	6,528	-6,528	-100%	$224.0K	$0	-$224.0K	2026-11-02
Kassira Wealth Management LLC	CLOSED	0	6,000	-6,000	-100%	$205.9K	$0	-$205.9K	2026-10-28
Chapin Davis, Inc.	CLOSED	0	6,000	-6,000	-100%	$205.9K	$0	-$205.9K	2026-10-09
Premier Fund Managers Ltd	CLOSED	0	2,332	-2,332	-100%	$82	$0	-$82	2026-11-02
Harel Insurance Investments & Financial Services Ltd.	CLOSED	0	1,550	-1,550	-100%	$53.0K	$0	-$53.0K	2026-11-02
Strs Ohio	CLOSED	0	1,100	-1,100	-100%	$37.8K	$0	-$37.8K	2026-10-30
Institute for Wealth Management, Llc.	CLOSED	0	111	-111	-100%	$3.8K	$0	-$3.8K	2026-11-06
Robinswood Financial LLC	CLOSED	0	33	-33	-100%	$1.1K	$0	-$1.1K	2026-10-20
Physician Wealth Advisors, Inc.	CLOSED	0	21	-21	-100%	$721	$0	-$721	2026-10-20
Gen-Wealth Partners Inc	CLOSED	0	18	-18	-100%	$618	$0	-$618	2026-11-04
Gill Capital Partners, LLC	CLOSED	0	15	-15	-100%	$515	$0	-$515	2026-10-13
Stone House Investment Management, LLC	CLOSED	0	9	-9	-100%	$309	$0	-$309	2026-10-23
Navigoe, LLC	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-11-04
FMR LLC	N/A	—	12,609,002	-12,609,002	-100%	$432.7M	—	—	—
Farallon Capital Management, L.L.C.	N/A	—	10,236,396	-10,236,396	-100%	$351.3M	—	—	—
ARK Investment Management LLC	N/A	—	10,234,862	-10,234,862	-100%	$351.3M	—	—	—
BlackRock, Inc.	N/A	—	8,997,542	-8,997,542	-100%	$308.8M	—	—	—
State Street Corp	N/A	—	5,827,122	-5,827,122	-100%	$200.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,921,259	-4,921,259	-100%	$168.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	4,599,437	-4,599,437	-100%	$157.9M	—	—	—
Arch Venture Management, LLC	N/A	—	4,540,132	-4,540,132	-100%	$155.8M	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	3,455,043	-3,455,043	-100%	$118.5M	—	—	—
Price T Rowe Associates Inc	N/A	—	3,415,239	-3,415,239	-100%	$117.2M	—	—	—
Kynam Capital Management, LP	N/A	—	2,840,792	-2,840,792	-100%	$97.5M	—	—	—
Morgan Stanley	N/A	—	1,950,969	-1,950,969	-100%	$67.0M	—	—	—
Contrarius Group Holdings Ltd	N/A	—	1,614,538	-1,614,538	-100%	$55.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,551,781	-1,551,781	-100%	$53.3M	—	—	—
Two Sigma Investments, LP	N/A	—	1,388,227	-1,388,227	-100%	$47.6M	—	—	—
Casdin Capital, LLC	N/A	—	1,350,000	-1,350,000	-100%	$46.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,310,059	-1,310,059	-100%	$45.0M	—	—	—
Redmile Group, LLC	N/A	—	1,164,259	-1,164,259	-100%	$40.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	1,067,883	-1,067,883	-100%	$36.6M	—	—	—
Deep Track Capital, LP	N/A	—	1,000,000	-1,000,000	-100%	$34.3M	—	—	—
Northern Trust Corp	N/A	—	933,481	-933,481	-100%	$32.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	885,902	-885,902	-100%	$30.4M	—	—	—
Bank of America Corp	N/A	—	720,648	-720,648	-100%	$24.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	710,712	-710,712	-100%	$24.4M	—	—	—
UBS Group AG	N/A	—	574,814	-574,814	-100%	$19.7M	—	—	—
RTW Investments, LP	N/A	—	570,394	-570,394	-100%	$19.6M	—	—	—
JPMorgan Chase & Co	N/A	—	514,767	-514,767	-100%	$18.1M	—	—	—
Marshall Wace, LLP	N/A	—	478,980	-478,980	-100%	$16.4M	—	—	—
Elmind Capital, LP	N/A	—	476,338	-476,338	-100%	$16.3M	—	—	—
IQ EQ Fund Management (Ireland) Ltd	N/A	—	455,954	-455,954	-100%	$15.6M	—	—	—
Jupiter Asset Management LTD	N/A	—	445,718	-445,718	-100%	$15.3M	—	—	—
Renaissance Technologies LLC	N/A	—	445,000	-445,000	-100%	$15.3M	—	—	—
Foresite Capital Management VI LLC	N/A	—	330,000	-330,000	-100%	$11.3M	—	—	—
Baillie Gifford & Co	N/A	—	314,228	-314,228	-100%	$10.8M	—	—	—
Integral Health Asset Management, LLC	N/A	—	300,000	-300,000	-100%	$10.3M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	296,294	-296,294	-100%	$10.2M	—	—	—
Nuveen, LLC	N/A	—	245,283	-245,283	-100%	$8.4M	—	—	—
American Century Companies Inc	N/A	—	204,697	-204,697	-100%	$7.0M	—	—	—
Invesco Ltd.	N/A	—	194,171	-194,171	-100%	$6.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	194,083	-194,083	-100%	$6.7M	—	—	—
Wells Fargo & Company	N/A	—	189,389	-189,389	-100%	$6.5M	—	—	—
First Trust Advisors LP	N/A	—	178,945	-178,945	-100%	$6.1M	—	—	—
Swiss National Bank	N/A	—	178,900	-178,900	-100%	$6.1M	—	—	—
Eversept Partners, LP	N/A	—	166,289	-166,289	-100%	$5.7M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	164,164	-164,164	-100%	$5.6M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	156,997	-156,997	-100%	$5.4M	—	—	—
Duquesne Family Office LLC	N/A	—	153,600	-153,600	-100%	$5.3M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	151,216	-151,216	-100%	$5.2M	—	—	—
TD Asset Management Inc	N/A	—	137,038	-137,038	-100%	$4.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	134,679	-134,679	-100%	$4.6M	—	—	—
Rhumbline Advisers	N/A	—	132,227	-132,227	-100%	$4.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	130,577	-130,577	-100%	$4.5M	—	—	—
Man Group plc	N/A	—	129,820	-129,820	-100%	$4.5M	—	—	—
Alliancebernstein L.P.	N/A	—	127,630	-127,630	-100%	$3.0M	—	—	—
Federated Hermes, Inc.	N/A	—	124,826	-124,826	-100%	$4.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	123,425	-123,425	-100%	$4.2M	—	—	—
Algert Global LLC	N/A	—	111,900	-111,900	-100%	$3.8M	—	—	—
California State Teachers Retirement System	N/A	—	104,505	-104,505	-100%	$3.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	99,526	-99,526	-100%	$3.4M	—	—	—
Edgestream Partners, L.P.	N/A	—	96,651	-96,651	-100%	$3.3M	—	—	—
Jupiter Topco LLC	N/A	—	94,969	-94,969	-100%	$3.3M	—	—	—
Rafferty Asset Management, LLC	N/A	—	93,606	-93,606	-100%	$3.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	90,358	-90,358	-100%	$3.1M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	89,939	-89,939	-100%	$3.1M	—	—	—
Legal & General Group Plc	N/A	—	79,179	-79,179	-100%	$2.7M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	70,464	-70,464	-100%	$2.4M	—	—	—
Peregrine Investment Management Inc	N/A	—	70,000	-70,000	-100%	$2.4M	—	—	—
Voya Investment Management LLC	N/A	—	69,375	-69,375	-100%	$2.4M	—	—	—
Liontrust Investment Partners LLP	N/A	—	60,025	-60,025	-100%	$2.1M	—	—	—
MetLife Investment Management, LLC	N/A	—	57,723	-57,723	-100%	$2.0M	—	—	—
WCG Wealth Advisors LLC	N/A	—	56,172	-56,172	-100%	$1.9M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	53,722	-53,722	-100%	$1.8M	—	—	—
State of Wisconsin Investment Board	N/A	—	50,456	-50,456	-100%	$1.7M	—	—	—
Tudor Investment Corp ET AL	N/A	—	49,092	-49,092	-100%	$1.7M	—	—	—
XTX Topco Ltd	N/A	—	45,755	-45,755	-100%	$1.6M	—	—	—
Balyasny Asset Management L.P.	N/A	—	41,792	-41,792	-100%	$1.4M	—	—	—
Erste Asset Management GmbH	N/A	—	41,000	-41,000	-100%	$1.4M	—	—	—
Ishara Investments LP	N/A	—	41,000	-41,000	-100%	$1.4M	—	—	—
Handelsbanken Fonder AB	N/A	—	39,823	-39,823	-100%	$1.4M	—	—	—
Raymond James Financial Inc	N/A	—	38,746	-38,746	-100%	$1.3M	—	—	—
SG Americas Securities, LLC	N/A	—	38,287	-38,287	-100%	$1.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	38,064	-38,064	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	37,289	-37,289	-100%	$1.3M	—	—	—
Himension Capital (Singapore) Pte. Ltd.	N/A	—	36,419	-36,419	-100%	$1.2M	—	—	—
Wellington Management Group LLP	N/A	—	36,311	-36,311	-100%	$1.2M	—	—	—
New York State Common Retirement Fund	N/A	—	35,502	-35,502	-100%	$1.2M	—	—	—
Millennium Management LLC	N/A	—	34,260	-34,260	-100%	$1.2M	—	—	—
Guggenheim Capital LLC	N/A	—	34,091	-34,091	-100%	$1.2M	—	—	—
Benjamin Edwards Inc	N/A	—	31,009	-31,009	-100%	$1.1M	—	—	—
Franklin Resources Inc	N/A	—	30,407	-30,407	-100%	$1.0M	—	—	—
Canada Life Assurance Co	N/A	—	30,081	-30,081	-100%	$1.0M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	29,246	-29,246	-100%	$1.0M	—	—	—
Brevan Howard Capital Management LP	N/A	—	28,859	-28,859	-100%	$990.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	25,547	-25,547	-100%	$876.8K	—	—	—
Brandywine Managers, LLC	N/A	—	25,455	-25,455	-100%	$873.6K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	23,213	-23,213	-100%	$796.7K	—	—	—
Quantinno Capital Management LP	N/A	—	23,083	-23,083	-100%	$792.2K	—	—	—
Palumbo Wealth Management LLC	N/A	—	22,726	-22,726	-100%	$780.0K	—	—	—
Intech Investment Management LLC	N/A	—	22,673	-22,673	-100%	$778.1K	—	—	—
Yiheng Capital Management, L.P.	N/A	—	21,126	-21,126	-100%	$725.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	20,100	-20,100	-100%	$689.8K	—	—	—
Headinvest, LLC	N/A	—	20,060	-20,060	-100%	$688.5K	—	—	—
AQR Capital Management LLC	N/A	—	19,683	-19,683	-100%	$675.5K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	17,072	-17,072	-100%	$585.9K	—	—	—
Stifel Financial Corp	N/A	—	16,979	-16,979	-100%	$582.7K	—	—	—
Prudential Financial Inc	N/A	—	16,360	-16,360	-100%	$561.5K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	15,687	-15,687	-100%	$538.4K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	15,600	-15,600	-100%	$535.4K	—	—	—
Trexquant Investment LP	N/A	—	15,406	-15,406	-100%	$528.7K	—	—	—
Boothbay Fund Management, LLC	N/A	—	15,027	-15,027	-100%	$515.7K	—	—	—
Twinbeech Capital LP	N/A	—	14,800	-14,800	-100%	$507.9K	—	—	—
Group One Trading LLC	N/A	—	14,776	-14,776	-100%	$507.1K	—	—	—
Engineers Gate Manager LP	N/A	—	14,333	-14,333	-100%	$491.9K	—	—	—
Two Sigma Securities, LLC	N/A	—	13,700	-13,700	-100%	$470.2K	—	—	—
E Fund Management Co., Ltd.	N/A	—	13,199	-13,199	-100%	$453.0K	—	—	—
Royal Bank of Canada	N/A	—	12,335	-12,335	-100%	$423.0K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	12,002	-12,002	-100%	$411.9K	—	—	—
SEI Investments Co	N/A	—	11,451	-11,451	-100%	$393.0K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	11,272	-11,272	-100%	$386.9K	—	—	—
Allianz Asset Management GmbH	N/A	—	11,100	-11,100	-100%	$381.0K	—	—	—
Victory Capital Management Inc	N/A	—	10,840	-10,840	-100%	$372.0K	—	—	—
Gotham Asset Management, LLC	N/A	—	10,720	-10,720	-100%	$367.9K	—	—	—
Composition Wealth, LLC	N/A	—	10,506	-10,506	-100%	$360.6K	—	—	—
Teacher Retirement System of Texas	N/A	—	10,428	-10,428	-100%	$357.9K	—	—	—
Banque Cantonale Vaudoise	N/A	—	10,000	-10,000	-100%	$343.0K	—	—	—
HighTower Advisors, LLC	N/A	—	9,289	-9,289	-100%	$318.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	9,219	-9,219	-100%	$316.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	8,999	-8,999	-100%	$308.8K	—	—	—
Acadian Asset Management LLC	N/A	—	8,993	-8,993	-100%	$308.0K	—	—	—
Ameriprise Financial Inc	N/A	—	8,910	-8,910	-100%	$305.8K	—	—	—
Seven Fleet Capital Management LP	N/A	—	8,804	-8,804	-100%	$302.2K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	8,388	-8,388	-100%	$287.9K	—	—	—
Entropy Technologies, LP	N/A	—	7,667	-7,667	-100%	$263.1K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	7,618	-7,618	-100%	$261.5K	—	—	—
Marex Group Ltd	N/A	—	7,021	-7,021	-100%	$241.0K	—	—	—
nVerses Capital, LLC	N/A	—	6,974	-6,974	-100%	$239.3K	—	—	—
Cetera Investment Advisers	N/A	—	6,927	-6,927	-100%	$237.7K	—	—	—
Canada Pension Plan Investment Board	N/A	—	6,500	-6,500	-100%	$223.1K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	6,230	-6,230	-100%	$214.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	5,861	-5,861	-100%	$201.2K	—	—	—
Quarry LP	N/A	—	5,000	-5,000	-100%	$171.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,190	-4,190	-100%	$143.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,066	-4,066	-100%	$139.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,610	-3,610	-100%	$123.9K	—	—	—
ST Germain D J Co Inc	N/A	—	3,500	-3,500	-100%	$120.1K	—	—	—
Purpose Unlimited Inc.	N/A	—	3,049	-3,049	-100%	$104.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,986	-2,986	-100%	$103.9K	—	—	—
Pacer Advisors, Inc.	N/A	—	1,563	-1,563	-100%	$54.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,350	-1,350	-100%	$46.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,252	-1,252	-100%	$43.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,227	-1,227	-100%	$42.1K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	911	-911	-100%	$31.3K	—	—	—
Harbour Investments, Inc.	N/A	—	691	-691	-100%	$23.7K	—	—	—
Optiver Holding B.V.	N/A	—	569	-569	-100%	$19.5K	—	—	—
Arax Advisory Partners	N/A	—	512	-512	-100%	$17.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	478	-478	-100%	$16.7K	—	—	—
Graticule Asia Macro Advisors LLC	N/A	—	396	-396	-100%	$13.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	375	-375	-100%	$12.9K	—	—	—
National Bank of Canada	N/A	—	315	-315	-100%	$10.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	235	-235	-100%	$8.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	232	-232	-100%	$8.0K	—	—	—
IMA Advisory Services, Inc.	N/A	—	104	-104	-100%	$3.6K	—	—	—
Forum Finance Group S.A.	N/A	—	100	-100	-100%	$3	—	—	—
Rothschild Investment LLC	N/A	—	92	-92	-100%	$3.2K	—	—	—
Dunhill Financial, LLC	N/A	—	75	-75	-100%	$2.6K	—	—	—
Tidemark, LLC	N/A	—	58	-58	-100%	$2.0K	—	—	—
Ancora Advisors LLCA	N/A	—	50	-50	-100%	$1.7K	—	—	—
Truvestments Capital LLC	N/A	—	25	-25	-100%	$858	—	—	—
CVA Family Office, LLC	N/A	—	21	-21	-100%	$721	—	—	—
C M Bidwell & Associates LTD	N/A	—	15	-15	-100%	$515	—	—	—
Fiduciary Financial Advisors	N/A	—	11	-11	-100%	$343	—	—	—
Bogart Wealth, LLC	N/A	—	11	-11	-100%	$378	—	—	—
Atlantic Private Wealth, LLC	N/A	—	10	-10	-100%	$343	—	—	—
Rialto Wealth Management, LLC	N/A	—	7	-7	-100%	$241	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	6	-6	-100%	$206	—	—	—
HFM Investment Advisors, LLC	N/A	—	5	-5	-100%	$172	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$34	—	—	—

Showing 291 of 291 institutions