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Beacon Financial Corp (BBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares4,992,527 from 4,955,978
Change+36,549 (+1%)
Value$139.7M (-$11.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares528,823 from 541,135
Change-12,312 (-2%)
Value$14.8M (-$1.7M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares401,807 from 406,066
Change-4,259 (-1%)
Value$11.2M (-$1.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares260,727 from 157,318
Change+103,409 (+66%)
Value$7.3M (+$2.5M)
Filed 2026-11-05
Grace & White Inc
UNCHANGED
Shares186,349 from 186,349
Change0 (0%)
Value$5.2M (-$458.4K)
Filed 2026-10-23
Congress Asset Management Co
INCREASED
Shares173,531 from 142,027
Change+31,504 (+22%)
Value$4.9M (+$532.4K)
Filed 2026-10-06
Commonwealth Equity Services, LLC
DECREASED
Shares144,105 from 146,823
Change-2,718 (-2%)
Value$4.0M (-$437.3K)
Filed 2026-11-02
Hennessy Advisors Inc
INCREASED
Shares116,000 from 115,000
Change+1,000 (+1%)
Value$3.2M (-$254.9K)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares100,086 from 100,119
Change-33 (0%)
Value$2.8M (-$247.2K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares74,262 from 70,512
Change+3,750 (+5%)
Value$2.1M (-$68.5K)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares72,488 from 72,943
Change-455 (-1%)
Value$2.0M (-$192.0K)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares66,550 from 102,843
Change-36,293 (-35%)
Value$1.9M (-$1.3M)
Filed 2026-11-04
Hussman Strategic Advisors, Inc.
NEW
Shares63,000
Change+63,000
Value$1.8M
Filed 2026-11-02
Jefferies Financial Group Inc.
NEW
Shares60,000
Change+60,000
Value$1.7M
Filed 2026-11-05
Illinois Municipal Retirement Fund
DECREASED
Shares43,315 from 43,644
Change-329 (-1%)
Value$1.2M (-$116.6K)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares42,000 from 18,100
Change+23,900 (+132%)
Value$1.2M (+$624.4K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW
Shares36,611
Change+36,611
Value$1.0M
Filed 2026-10-16
Louisiana State Employees Retirement System
DECREASED
Shares35,700 from 36,700
Change-1,000 (-3%)
Value$999.2K (-$118.3K)
Filed 2026-10-20
Parsons Capital Management Inc
UNCHANGED
Shares29,860 from 29,860
Change0 (0%)
Value$835.8K (-$73.5K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares28,777 from 11,186
Change+17,591 (+157%)
Value$790.8K (+$453.1K)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares23,606 from 23,186
Change+420 (+2%)
Value$660.7K (-$45.3K)
Filed 2026-11-03
Flywheel Private Wealth LLC
UNCHANGED
Shares22,100 from 22,100
Change0 (0%)
Value$618.6K (-$54.4K)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares21,765 from 22,553
Change-788 (-3%)
Value$609.0K (-$78.0K)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares21,124 from 22,351
Change-1,227 (-5%)
Value$591.3K (-$89.3K)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares19,748 from 19,876
Change-128 (-1%)
Value$552.7K (-$52.5K)
Filed 2026-11-03
Canton Hathaway, LLC
UNCHANGED
Shares19,360 from 19,360
Change0 (0%)
Value$541.9K (-$47.6K)
Filed 2026-10-23
Maryland State Retirement & Pension System
INCREASED
Shares18,834 from 12,191
Change+6,643 (+54%)
Value$527.2K (+$155.9K)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
DECREASED
Shares18,827 from 19,027
Change-200 (-1%)
Value$527.0K (-$52.4K)
Filed 2026-10-30
Clark Financial Services Group Inc
INCREASED
Shares17,981 from 15,272
Change+2,709 (+18%)
Value$503.3K (+$38.3K)
Filed 2026-10-19
State of Alaska, Department of Revenue
DECREASED
Shares17,454 from 29,623
Change-12,169 (-41%)
Value$487.0K (-$414.0K)
Filed 2026-10-15
Choreo, LLC
DECREASED
Shares13,240 from 13,513
Change-273 (-2%)
Value$370.6K (-$40.8K)
Filed 2026-10-28
Pictet Asset Management Holding SA
UNCHANGED
Shares12,114 from 12,114
Change0 (0%)
Value$339.1K (-$29.8K)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares11,668 from 12,137
Change-469 (-4%)
Value$326.6K (-$43.0K)
Filed 2026-10-29
Nisa Investment Advisors, LLC
DECREASED
Shares11,176 from 16,061
Change-4,885 (-30%)
Value$312.8K (-$176.2K)
Filed 2026-10-20
Plimoth Trust Co LLC
INCREASED
Shares10,544 from 7,604
Change+2,940 (+39%)
Value$295.1K (+$63.6K)
Filed 2026-10-26
Financial Planning Hawaii, Inc.
UNCHANGED
Shares10,380 from 10,380
Change0 (0%)
Value$290.5K (-$25.5K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED
Shares10,350 from 10,458
Change-108 (-1%)
Value$289.7K (-$28.7K)
Filed 2026-10-23
Elco Management Co., LLC
UNCHANGED
Shares10,272 from 10,272
Change0 (0%)
Value$287.5K (-$25.3K)
Filed 2026-10-14
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares9,723 from 9,840
Change-117 (-1%)
Value$272.1K (-$27.5K)
Filed 2026-10-13
Slocum, Gordon & Co LLP
UNCHANGED
Shares9,696 from 9,696
Change0 (0%)
Value$271.4K (-$23.9K)
Filed 2026-10-19
Beacon Bank & Trust
DECREASED
Shares9,688 from 10,140
Change-452 (-4%)
Value$271.2K (-$37.6K)
Filed 2026-10-27
Mutual of America Capital Management LLC
DECREASED
Shares9,564 from 9,599
Change-35 (0%)
Value$267.7K (-$24.6K)
Filed 2026-10-23
Xponance LLC
DECREASED
Shares8,465 from 8,628
Change-163 (-2%)
Value$236.9K (-$25.8K)
Filed 2026-11-03
Boston Trust Walden Corp
NEW
Shares7,980
Change+7,980
Value$223.4K
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares7,940 from 8,119
Change-179 (-2%)
Value$222.3K (-$25.0K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares7,852 from 7,844
Change+8 (+0%)
Value$219.8K (-$19.1K)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares7,684 from 7,824
Change-140 (-2%)
Value$215.1K (-$23.2K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares7,232 from 7,416
Change-184 (-2%)
Value$202.4K (-$23.4K)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares5,031 from 5,031
Change0 (0%)
Value$140.8K (-$12.4K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,789 from 4,722
Change+67 (+1%)
Value$134.0K (-$9.7K)
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares3,912 from 3,912
Change0 (0%)
Value$109.5K (-$9.6K)
Filed 2026-11-05
KBC Group NV
UNCHANGED
Shares3,519 from 3,519
Change0 (0%)
Value$98.0K (-$9.0K)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$84.0K (-$7.4K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares2,852 from 3,074
Change-222 (-7%)
Value$79.8K (-$13.8K)
Filed 2026-10-08
Versant Capital Management, Inc
UNCHANGED
Shares2,572 from 2,572
Change0 (0%)
Value$72.0K (-$6.3K)
Filed 2026-10-02
Blue Trust, Inc.
DECREASED
Shares2,118 from 2,719
Change-601 (-22%)
Value$59.3K (-$23.5K)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares2,064 from 1,933
Change+131 (+7%)
Value$57.8K (-$1.1K)
Filed 2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,893 from 1,893
Change0 (0%)
Value$53.0K (-$4.7K)
Filed 2026-10-16
Sterling Capital Management LLC
INCREASED
Shares1,890 from 1,430
Change+460 (+32%)
Value$52.9K (+$9.4K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares1,346 from 1,346
Change0 (0%)
Value$37.7K (-$3.3K)
Filed 2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$31.9K (-$2.8K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$27.0K (-$2.8K)
Filed 2026-10-29
Montag A & Associates Inc
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$26.5K (-$2.3K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares908 from 896
Change+12 (+1%)
Value$25.4K (-$1.9K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$19.8K (-$1.7K)
Filed 2026-10-09
Caitong International Asset Management Co., Ltd
NEW
Shares530
Change+530
Value$14.8K
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$14.1K (-$1.2K)
Filed 2026-10-14
Coastline Trust Co
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$13.7K (-$1.2K)
Filed 2026-10-01
Bare Financial Services, Inc
INCREASED
Shares381 from 373
Change+8 (+2%)
Value$10.7K (-$694)
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$9.8K (-$862)
Filed 2026-11-03
Harbor Capital Advisors, Inc.
DECREASED
Shares342 from 348
Change-6 (-2%)
Value$10 (-$1)
Filed 2026-10-22
Covestor Ltd
DECREASED
Shares336 from 363
Change-27 (-7%)
Value$10 (-$11.0K)
Filed 2026-10-30
Barrett & Company, Inc.
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$9.4K (-$826)
Filed 2026-10-22
Essential Partners LLC
DECREASED
Shares278 from 280
Change-2 (-1%)
Value$7.8K (-$745)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares264 from 85
Change+179 (+211%)
Value$7.4K (+$4.8K)
Filed 2026-10-27
True Wealth Design, LLC
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$6.2K (-$544)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$5.4K (-$475)
Filed 2026-10-05
UMB Private Wealth Management, LLC
NEW
Shares180
Change+180
Value$5.0K
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
NEW
Shares169
Change+169
Value$4.7K
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares164 from 178
Change-14 (-8%)
Value$4.6K (-$830)
Filed 2026-11-05
Torren Management, LLC
INCREASED
Shares149 from 148
Change+1 (+1%)
Value$4.2K (-$349)
Filed 2026-10-29
Parallel Advisors, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$4.1K (-$361)
Filed 2026-11-03
Elyxium Wealth, LLC
NEW
Shares103
Change+103
Value$2.9K
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares84
Change+84
Value$2.4K
Filed 2026-10-30
Farmers & Merchants Investments Inc
INCREASED
Shares83 from 48
Change+35 (+73%)
Value$2.3K (+$861)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.7K (-$145)
Filed 2026-10-27
RMG Wealth Management LLC
NEW
Shares55
Change+55
Value$1.6K
Filed 2026-10-26
IFP Advisors, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.4K (-$122)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares48
Change+48
Value$1.3K
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$840 (-$74)
Filed 2026-10-05
Assetmark, Inc
NEW
Shares23
Change+23
Value$644
Filed 2026-10-21
Ascentis Wealth Management, LLC
NEW
Shares21
Change+21
Value$587
Filed 2026-11-03
Rossby Financial, LCC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$560 (-$49)
Filed 2026-11-05
Valley National Advisers Inc
NEW
Shares18
Change+18
Value$504
Filed 2026-10-23
Cedar Mountain Advisors, LLC
DECREASED
Shares16 from 27
Change-11 (-41%)
Value$448 (-$374)
Filed 2026-10-15
Proathlete Wealth Management LLC
NEW
Shares14
Change+14
Value$391
Filed 2026-10-15
Financial Consulate, Inc
NEW
Shares6
Change+6
Value$168
Filed 2026-10-23
Gilpin Wealth Management, LLC
DECREASED
Shares6 from 12
Change-6 (-50%)
Value$168 (-$198)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 9,460
Change-9,460 (-100%)
Value$0 (-$288.1K)
Filed 2026-10-16
Profund Advisors LLC
CLOSED
Shares0 from 7,334
Change-7,334 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-29
Praxis Investment Management Inc
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$213.0K)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
CLOSED
Shares0 from 6,860
Change-6,860 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-21
State of Wyoming
CLOSED
Shares0 from 2,097
Change-2,097 (-100%)
Value$0 (-$63.9K)
Filed 2026-10-28
NBT Bank, N.A.
CLOSED
Shares0 from 1,399
Change-1,399 (-100%)
Value$0 (-$42.6K)
Filed 2026-10-21
Fulcrum Asset Management LLP
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$487)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$396)
Filed 2026-11-05
Davis Capital Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$122)
Filed 2026-10-08
BlackRock, Inc.
N/A
Shares— from 12,366,226
Change-12,366,226 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 5,212,012
Change-5,212,012 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 5,165,656
Change-5,165,656 (-100%)
Value—
State Street Corp
N/A
Shares— from 5,129,035
Change-5,129,035 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 3,936,942
Change-3,936,942 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,761,172
Change-3,761,172 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 2,403,149
Change-2,403,149 (-100%)
Value—
HoldCo Asset Management, LPA
N/A
Shares— from 2,263,000
Change-2,263,000 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 2,160,024
Change-2,160,024 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,665,977
Change-1,665,977 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,493,023
Change-1,493,023 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,265,827
Change-1,265,827 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,063,829
Change-1,063,829 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,060,271
Change-1,060,271 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 1,060,206
Change-1,060,206 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,054,300
Change-1,054,300 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 1,051,210
Change-1,051,210 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 952,914
Change-952,914 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 910,859
Change-910,859 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 829,367
Change-829,367 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 665,525
Change-665,525 (-100%)
Value—
Strategic Value Bank Partners LLC
N/A
Shares— from 623,747
Change-623,747 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 573,992
Change-573,992 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 565,685
Change-565,685 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 475,290
Change-475,290 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 470,517
Change-470,517 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 431,740
Change-431,740 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 403,560
Change-403,560 (-100%)
Value—
Glendon Capital Management LP
N/A
Shares— from 381,184
Change-381,184 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 377,912
Change-377,912 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 364,828
Change-364,828 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 348,478
Change-348,478 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 331,312
Change-331,312 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 329,351
Change-329,351 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 312,492
Change-312,492 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 303,556
Change-303,556 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 288,005
Change-288,005 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 286,141
Change-286,141 (-100%)
Value—
UBS Group AG
N/A
Shares— from 276,826
Change-276,826 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 272,767
Change-272,767 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 271,575
Change-271,575 (-100%)
Value—
Ategra Capital Management, LLC
N/A
Shares— from 265,743
Change-265,743 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 237,950
Change-237,950 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 234,900
Change-234,900 (-100%)
Value—
Mendon Capital Advisors Corp
N/A
Shares— from 228,394
Change-228,394 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 215,603
Change-215,603 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 215,048
Change-215,048 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 207,997
Change-207,997 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 200,243
Change-200,243 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 196,679
Change-196,679 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 189,026
Change-189,026 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 168,656
Change-168,656 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 132,189
Change-132,189 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 130,623
Change-130,623 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 128,480
Change-128,480 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 99,200
Change-99,200 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 97,306
Change-97,306 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 96,453
Change-96,453 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 91,180
Change-91,180 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 86,497
Change-86,497 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 84,384
Change-84,384 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 81,884
Change-81,884 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 80,781
Change-80,781 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 80,023
Change-80,023 (-100%)
Value—
CM Management, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 74,212
Change-74,212 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 71,225
Change-71,225 (-100%)
Value—
PMC FIG Opportunities LLC
N/A
Shares— from 68,131
Change-68,131 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 67,514
Change-67,514 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 67,313
Change-67,313 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 65,611
Change-65,611 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 59,745
Change-59,745 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 58,680
Change-58,680 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 57,307
Change-57,307 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 56,934
Change-56,934 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 56,125
Change-56,125 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 55,027
Change-55,027 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 50,185
Change-50,185 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 49,610
Change-49,610 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 49,433
Change-49,433 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 46,350
Change-46,350 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 43,234
Change-43,234 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 42,949
Change-42,949 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 42,682
Change-42,682 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 40,337
Change-40,337 (-100%)
Value—
FMR LLC
N/A
Shares— from 40,283
Change-40,283 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 39,691
Change-39,691 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 39,249
Change-39,249 (-100%)
Value—
Barclays PLC
N/A
Shares— from 38,937
Change-38,937 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 37,347
Change-37,347 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 36,814
Change-36,814 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 36,282
Change-36,282 (-100%)
Value—
Amundi
N/A
Shares— from 35,495
Change-35,495 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 35,390
Change-35,390 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 35,351
Change-35,351 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 34,078
Change-34,078 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 32,906
Change-32,906 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,776
Change-32,776 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 30,809
Change-30,809 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 30,775
Change-30,775 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,991
Change-29,991 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 29,988
Change-29,988 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 28,699
Change-28,699 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 26,565
Change-26,565 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 26,222
Change-26,222 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 26,101
Change-26,101 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 25,137
Change-25,137 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 24,526
Change-24,526 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 24,489
Change-24,489 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 23,058
Change-23,058 (-100%)
Value—
Allstate Corp
N/A
Shares— from 21,981
Change-21,981 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 21,617
Change-21,617 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 20,783
Change-20,783 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 19,829
Change-19,829 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,613
Change-19,613 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 19,336
Change-19,336 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 18,718
Change-18,718 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 18,589
Change-18,589 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 18,559
Change-18,559 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 18,341
Change-18,341 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 18,301
Change-18,301 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 18,200
Change-18,200 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 18,122
Change-18,122 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 17,487
Change-17,487 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,906
Change-16,906 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 16,625
Change-16,625 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 16,319
Change-16,319 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 16,107
Change-16,107 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 15,578
Change-15,578 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,977
Change-14,977 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,893
Change-14,893 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 14,760
Change-14,760 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 14,711
Change-14,711 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 14,221
Change-14,221 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 13,842
Change-13,842 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,119
Change-13,119 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 12,006
Change-12,006 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 11,558
Change-11,558 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 11,473
Change-11,473 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 11,224
Change-11,224 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,218
Change-11,218 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 10,605
Change-10,605 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 9,124
Change-9,124 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 9,089
Change-9,089 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 8,957
Change-8,957 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 8,909
Change-8,909 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 8,527
Change-8,527 (-100%)
Value—
Man Group plc
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,735
Change-7,735 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,478
Change-7,478 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,113
Change-6,113 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 802
Change-802 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 728
Change-728 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 660
Change-660 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 583
Change-583 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 487
Change-487 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 428
Change-428 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 371
Change-371 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 233
Change-233 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 152
Change-152 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 100
Change-100 (-100%)
Value—
Quarry LP
N/A
Shares— from 78
Change-78 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 55
Change-55 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED4,992,5274,955,978+36,549+1%$150.9M$139.7M-$11.2M2026-11-04
Bank of New York Mellon Corp
DECREASED528,823541,135-12,312-2%$16.5M$14.8M-$1.7M2026-11-05
Principal Financial Group Inc
DECREASED401,807406,066-4,259-1%$12.4M$11.2M-$1.1M2026-11-02
Thrivent Financial for Lutherans
INCREASED260,727157,318+103,409+66%$4.8M$7.3M+$2.5M2026-11-05
Grace & White Inc
UNCHANGED186,349186,34900%$5.7M$5.2M-$458.4K2026-10-23
Congress Asset Management Co
INCREASED173,531142,027+31,504+22%$4.3M$4.9M+$532.4K2026-10-06
Commonwealth Equity Services, LLC
DECREASED144,105146,823-2,718-2%$4.5M$4.0M-$437.3K2026-11-02
Hennessy Advisors Inc
INCREASED116,000115,000+1,000+1%$3.5M$3.2M-$254.9K2026-10-28
Brookstone Capital Management
DECREASED100,086100,119-330%$3.0M$2.8M-$247.2K2026-10-22
Fifth Third Bancorp
INCREASED74,26270,512+3,750+5%$2.1M$2.1M-$68.5K2026-11-05
New York State Teachers Retirement System
DECREASED72,48872,943-455-1%$2.2M$2.0M-$192.0K2026-10-22
Citigroup Inc
DECREASED66,550102,843-36,293-35%$3.1M$1.9M-$1.3M2026-11-04
Hussman Strategic Advisors, Inc.
NEW63,000—+63,000——$1.8M—2026-11-02
Jefferies Financial Group Inc.
NEW60,000—+60,000——$1.7M—2026-11-05
Illinois Municipal Retirement Fund
DECREASED43,31543,644-329-1%$1.3M$1.2M-$116.6K2026-11-05
Strs Ohio
INCREASED42,00018,100+23,900+132%$551.1K$1.2M+$624.4K2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW36,611—+36,611——$1.0M—2026-10-16
Louisiana State Employees Retirement System
DECREASED35,70036,700-1,000-3%$1.1M$999.2K-$118.3K2026-10-20
Parsons Capital Management Inc
UNCHANGED29,86029,86000%$909.2K$835.8K-$73.5K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED28,77711,186+17,591+157%$337.7K$790.8K+$453.1K2026-10-13
Arizona State Retirement System
INCREASED23,60623,186+420+2%$706.0K$660.7K-$45.3K2026-11-03
Flywheel Private Wealth LLC
UNCHANGED22,10022,10000%$672.9K$618.6K-$54.4K2026-11-02
Amalgamated Bank
DECREASED21,76522,553-788-3%$687.0K$609.0K-$78.0K2026-10-23
Yousif Capital Management, LLC
DECREASED21,12422,351-1,227-5%$680.6K$591.3K-$89.3K2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED19,74819,876-128-1%$605.2K$552.7K-$52.5K2026-11-03
Canton Hathaway, LLC
UNCHANGED19,36019,36000%$589.5K$541.9K-$47.6K2026-10-23
Maryland State Retirement & Pension System
INCREASED18,83412,191+6,643+54%$371.2K$527.2K+$155.9K2026-11-05
Oregon Public Employees Retirement Fund
DECREASED18,82719,027-200-1%$579.4K$527.0K-$52.4K2026-10-30
Clark Financial Services Group Inc
INCREASED17,98115,272+2,709+18%$465.0K$503.3K+$38.3K2026-10-19
State of Alaska, Department of Revenue
DECREASED17,45429,623-12,169-41%$901.0K$487.0K-$414.0K2026-10-15
Choreo, LLC
DECREASED13,24013,513-273-2%$411.4K$370.6K-$40.8K2026-10-28
Pictet Asset Management Holding SA
UNCHANGED12,11412,11400%$368.9K$339.1K-$29.8K2026-11-03
ProShare Advisors LLC
DECREASED11,66812,137-469-4%$369.6K$326.6K-$43.0K2026-10-29
Nisa Investment Advisors, LLC
DECREASED11,17616,061-4,885-30%$489.1K$312.8K-$176.2K2026-10-20
Plimoth Trust Co LLC
INCREASED10,5447,604+2,940+39%$231.5K$295.1K+$63.6K2026-10-26
Financial Planning Hawaii, Inc.
UNCHANGED10,38010,38000%$316.1K$290.5K-$25.5K2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED10,35010,458-108-1%$318.4K$289.7K-$28.7K2026-10-23
Elco Management Co., LLC
UNCHANGED10,27210,27200%$312.8K$287.5K-$25.3K2026-10-14
Hennion & Walsh Asset Management, Inc.
DECREASED9,7239,840-117-1%$299.6K$272.1K-$27.5K2026-10-13
Slocum, Gordon & Co LLP
UNCHANGED9,6969,69600%$295.2K$271.4K-$23.9K2026-10-19
Beacon Bank & Trust
DECREASED9,68810,140-452-4%$308.8K$271.2K-$37.6K2026-10-27
Mutual of America Capital Management LLC
DECREASED9,5649,599-350%$292.3K$267.7K-$24.6K2026-10-23
Xponance LLC
DECREASED8,4658,628-163-2%$262.7K$236.9K-$25.8K2026-11-03
Boston Trust Walden Corp
NEW7,980—+7,980——$223.4K—2026-10-30
Kestra Advisory Services, LLC
DECREASED7,9408,119-179-2%$247.2K$222.3K-$25.0K2026-11-02
Joel Isaacson & Co., LLC
INCREASED7,8527,844+8+0%$238.9K$219.8K-$19.1K2026-11-05
CIBC Asset Management Inc
DECREASED7,6847,824-140-2%$238.2K$215.1K-$23.2K2026-11-05
Creative Planning
DECREASED7,2327,416-184-2%$225.8K$202.4K-$23.4K2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED5,0315,03100%$153.2K$140.8K-$12.4K2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED4,7894,722+67+1%$143.8K$134.0K-$9.7K2026-10-27
US Bancorp \de\
UNCHANGED3,9123,91200%$119.1K$109.5K-$9.6K2026-11-05
KBC Group NV
UNCHANGED3,5193,51900%$107.0K$98.0K-$9.0K2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED3,0003,00000%$91.4K$84.0K-$7.4K2026-11-03
Farther Finance Advisors, LLC
DECREASED2,8523,074-222-7%$93.6K$79.8K-$13.8K2026-10-08
Versant Capital Management, Inc
UNCHANGED2,5722,57200%$78.3K$72.0K-$6.3K2026-10-02
Blue Trust, Inc.
DECREASED2,1182,719-601-22%$82.8K$59.3K-$23.5K2026-10-15
Gamma Investing LLC
INCREASED2,0641,933+131+7%$58.9K$57.8K-$1.1K2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED1,8931,89300%$57.6K$53.0K-$4.7K2026-10-16
Sterling Capital Management LLC
INCREASED1,8901,430+460+32%$43.5K$52.9K+$9.4K2026-10-22
Trust Co of Vermont
UNCHANGED1,3461,34600%$41.0K$37.7K-$3.3K2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED1,1401,14000%$34.7K$31.9K-$2.8K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED96696600%$29.8K$27.0K-$2.8K2026-10-29
Montag A & Associates Inc
UNCHANGED94594500%$28.8K$26.5K-$2.3K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED908896+12+1%$27.3K$25.4K-$1.9K2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED70970900%$21.6K$19.8K-$1.7K2026-10-09
Caitong International Asset Management Co., Ltd
NEW530—+530——$14.8K—2026-10-29
Triumph Capital Management
UNCHANGED50450400%$15.3K$14.1K-$1.2K2026-10-14
Coastline Trust Co
UNCHANGED49149100%$15.0K$13.7K-$1.2K2026-10-01
Bare Financial Services, Inc
INCREASED381373+8+2%$11.4K$10.7K-$6942026-11-04
New England Capital Financial Advisors LLC
UNCHANGED35135100%$10.7K$9.8K-$8622026-11-03
Harbor Capital Advisors, Inc.
DECREASED342348-6-2%$11$10-$12026-10-22
Covestor Ltd
DECREASED336363-27-7%$11.0K$10-$11.0K2026-10-30
Barrett & Company, Inc.
UNCHANGED33633600%$10.2K$9.4K-$8262026-10-22
Essential Partners LLC
DECREASED278280-2-1%$8.5K$7.8K-$7452026-10-14
Parkside Financial Bank & Trust
INCREASED26485+179+211%$2.6K$7.4K+$4.8K2026-10-27
True Wealth Design, LLC
UNCHANGED22122100%$6.7K$6.2K-$5442026-10-13
MassMutual Private Wealth & Trust, FSB
UNCHANGED19319300%$5.9K$5.4K-$4752026-10-05
UMB Private Wealth Management, LLC
NEW180—+180——$5.0K—2026-10-19
Pension & Wealth Management Advisors, Inc.
NEW169—+169——$4.7K—2026-10-16
Larson Financial Group LLC
DECREASED164178-14-8%$5.4K$4.6K-$8302026-11-05
Torren Management, LLC
INCREASED149148+1+1%$4.5K$4.2K-$3492026-10-29
Parallel Advisors, LLC
UNCHANGED14714700%$4.5K$4.1K-$3612026-11-03
Elyxium Wealth, LLC
NEW103—+103——$2.9K—2026-10-27
Provenance Wealth Advisors, LLC
NEW84—+84——$2.4K—2026-10-30
Farmers & Merchants Investments Inc
INCREASED8348+35+73%$1.5K$2.3K+$8612026-10-22
Cassaday & Co Wealth Management LLC
UNCHANGED595900%$1.8K$1.7K-$1452026-10-27
RMG Wealth Management LLC
NEW55—+55——$1.6K—2026-10-26
IFP Advisors, Inc
UNCHANGED505000%$1.5K$1.4K-$1222026-10-16
Root Financial Partners, LLC
NEW48—+48——$1.3K—2026-10-21
Tompkins Financial Corp
UNCHANGED303000%$914$840-$742026-10-05
Assetmark, Inc
NEW23—+23——$644—2026-10-21
Ascentis Wealth Management, LLC
NEW21—+21——$587—2026-11-03
Rossby Financial, LCC
UNCHANGED202000%$609$560-$492026-11-05
Valley National Advisers Inc
NEW18—+18——$504—2026-10-23
Cedar Mountain Advisors, LLC
DECREASED1627-11-41%$822$448-$3742026-10-15
Proathlete Wealth Management LLC
NEW14—+14——$391—2026-10-15
Financial Consulate, Inc
NEW6—+6——$168—2026-10-23
Gilpin Wealth Management, LLC
DECREASED612-6-50%$366$168-$1982026-10-09
Robertson Stephens Wealth Management, LLC
CLOSED09,460-9,460-100%$288.1K$0-$288.1K2026-10-16
Profund Advisors LLC
CLOSED07,334-7,334-100%$223.3K$0-$223.3K2026-10-29
Praxis Investment Management Inc
CLOSED07,000-7,000-100%$213.0K$0-$213.0K2026-11-03
Crossmark Global Holdings, Inc.
CLOSED06,860-6,860-100%$208.9K$0-$208.9K2026-10-21
State of Wyoming
CLOSED02,097-2,097-100%$63.9K$0-$63.9K2026-10-28
NBT Bank, N.A.
CLOSED01,399-1,399-100%$42.6K$0-$42.6K2026-10-21
Fulcrum Asset Management LLP
CLOSED0204-204-100%$6.3K$0-$6.3K2026-11-04
Plante Moran Financial Advisors, LLC
CLOSED016-16-100%$487$0-$4872026-11-04
Silver Grove Financial Group, Inc.
CLOSED013-13-100%$396$0-$3962026-11-05
Davis Capital Management
CLOSED04-4-100%$122$0-$1222026-10-08
BlackRock, Inc.
N/A—12,366,226-12,366,226-100%$376.6M———
Vanguard Portfolio Management LLC
N/A—5,212,012-5,212,012-100%$158.7M———
Millennium Management LLC
N/A—5,165,656-5,165,656-100%$157.3M———
State Street Corp
N/A—5,129,035-5,129,035-100%$156.2M———
Fuller & Thaler Asset Management, Inc.
N/A—3,936,942-3,936,942-100%$119.9M———
Vanguard Capital Management LLC
N/A—3,761,172-3,761,172-100%$114.5M———
Verition Fund Management LLC
N/A—2,403,149-2,403,149-100%$73.2M———
HoldCo Asset Management, LPA
N/A—2,263,000-2,263,000-100%$68.9M———
Geode Capital Management, LLC
N/A—2,160,024-2,160,024-100%$65.8M———
Morgan Stanley
N/A—1,665,977-1,665,977-100%$50.7M———
Adage Capital Partners GP, L.L.C.
N/A—1,493,023-1,493,023-100%$45.5M———
Massachusetts Financial Services Co
N/A—1,265,827-1,265,827-100%$38.5M———
Bank of America Corp
N/A—1,063,829-1,063,829-100%$32.4M———
Nuveen, LLC
N/A—1,060,271-1,060,271-100%$32.3M———
Systematic Financial Management LP
N/A—1,060,206-1,060,206-100%$32.3M———
Charles Schwab Investment Management Inc
N/A—1,054,300-1,054,300-100%$32.1M———
T. Rowe Price Investment Management, Inc.
N/A—1,051,210-1,051,210-100%$32.0M———
Goldman Sachs Group Inc
N/A—952,914-952,914-100%$29.0M———
Northern Trust Corp
N/A—910,859-910,859-100%$27.7M———
American Century Companies Inc
N/A—829,367-829,367-100%$25.3M———
Walleye Capital LLC
N/A—665,525-665,525-100%$20.3M———
Strategic Value Bank Partners LLC
N/A—623,747-623,747-100%$19.0M———
Bridgeway Capital Management, LLC
N/A—573,992-573,992-100%$17.5M———
Vanguard Fiduciary Trust Co
N/A—565,685-565,685-100%$17.2M———
Hotchkis & Wiley Capital Management LLC
N/A—475,290-475,290-100%$14.5M———
Two Sigma Investments, LP
N/A—470,517-470,517-100%$14.3M———
Renaissance Technologies LLC
N/A—431,740-431,740-100%$13.1M———
Invesco Ltd.
N/A—403,560-403,560-100%$12.3M———
Glendon Capital Management LP
N/A—381,184-381,184-100%$11.6M———
Empowered Funds, LLC
N/A—377,912-377,912-100%$11.5M———
Bayview Asset Management, LLC
N/A—364,828-364,828-100%$11.1M———
Alliancebernstein L.P.
N/A—348,478-348,478-100%$10.5M———
Algert Global LLC
N/A—331,312-331,312-100%$10.1M———
JPMorgan Chase & Co
N/A—329,351-329,351-100%$10.2M———
Brevan Howard Capital Management LP
N/A—312,492-312,492-100%$9.5M———
Royce & Associates LP
N/A—303,556-303,556-100%$9.2M———
Public Sector Pension Investment Board
N/A—288,005-288,005-100%$8.8M———
Citadel Advisors LLC
N/A—286,141-286,141-100%$8.7M———
UBS Group AG
N/A—276,826-276,826-100%$8.4M———
SummitTX Capital, L.P.
N/A—272,767-272,767-100%$8.3M———
Trexquant Investment LP
N/A—271,575-271,575-100%$8.3M———
Ategra Capital Management, LLC
N/A—265,743-265,743-100%$8.1M———
AQR Capital Management LLC
N/A—237,950-237,950-100%$7.2M———
Maltese Capital Management LLC
N/A—234,900-234,900-100%$7.2M———
Mendon Capital Advisors Corp
N/A—228,394-228,394-100%$7.0M———
Rhumbline Advisers
N/A—215,603-215,603-100%$6.6M———
UBS Asset Management Americas LLC
N/A—215,048-215,048-100%$6.5M———
Ameriprise Financial Inc
N/A—207,997-207,997-100%$6.3M———
Curi Capital, LLC
N/A—200,243-200,243-100%$6.1M———
ExodusPoint Capital Management, LP
N/A—196,679-196,679-100%$6.0M———
Legal & General Group Plc
N/A—189,026-189,026-100%$5.8M———
Swiss National Bank
N/A—168,656-168,656-100%$5.1M———
Boothbay Fund Management, LLC
N/A—132,189-132,189-100%$4.0M———
Price T Rowe Associates Inc
N/A—130,623-130,623-100%$4.0M———
EJF Capital LP
N/A—128,480-128,480-100%$3.9M———
California State Teachers Retirement System
N/A—99,200-99,200-100%$3.0M———
Cutler Capital Management, LLC
N/A—97,306-97,306-100%$3.0M———
Deutsche Bank Ag\
N/A—96,453-96,453-100%$2.9M———
Marshall Wace, LLP
N/A—91,180-91,180-100%$2.8M———
Prudential Financial Inc
N/A—86,497-86,497-100%$2.6M———
Vanguard Asset Management, Ltd
N/A—84,384-84,384-100%$2.6M———
Quantinno Capital Management LP
N/A—81,884-81,884-100%$2.5M———
Susquehanna Fundamental Investments, LLC
N/A—80,781-80,781-100%$2.5M———
Wells Fargo & Company
N/A—80,023-80,023-100%$2.4M———
CM Management, LLC
N/A—80,000-80,000-100%$2.4M———
XTX Topco Ltd
N/A—74,212-74,212-100%$2.3M———
Segall Bryant & Hamill, LLC
N/A—71,225-71,225-100%$2.2M———
PMC FIG Opportunities LLC
N/A—68,131-68,131-100%$2.1M———
Canada Life Assurance Co
N/A—67,514-67,514-100%$2.1M———
Rafferty Asset Management, LLC
N/A—67,313-67,313-100%$2.0M———
Raymond James Financial Inc
N/A—65,611-65,611-100%$2.0M———
Pathstone Holdings, LLC
N/A—59,745-59,745-100%$1.8M———
Vanguard Global Advisers, LLC
N/A—58,680-58,680-100%$1.8M———
First Trust Advisors LP
N/A—57,307-57,307-100%$1.7M———
Aquatic Capital Management LLC
N/A—56,934-56,934-100%$1.7M———
Cerity Partners LLC
N/A—56,125-56,125-100%$1.7M———
Russell Investments Group, Ltd.
N/A—55,027-55,027-100%$1.7M———
Clarendon Private LLC
N/A—50,185-50,185-100%$1.5M———
MetLife Investment Management, LLC
N/A—49,610-49,610-100%$1.5M———
Capital Fund Management S.A.
N/A—49,433-49,433-100%$1.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—46,350-46,350-100%$1.4M———
Qube Research & Technologies Ltd
N/A—43,234-43,234-100%$1.3M———
SG Americas Securities, LLC
N/A—42,949-42,949-100%$1.3M———
Victory Capital Management Inc
N/A—42,682-42,682-100%$1.3M———
Ironwood Investment Management LLC
N/A—40,337-40,337-100%$1.2M———
FMR LLC
N/A—40,283-40,283-100%$1.2M———
Manufacturers Life Insurance Company, the
N/A—39,691-39,691-100%$1.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—39,249-39,249-100%$1.2M———
Barclays PLC
N/A—38,937-38,937-100%$1.2M———
Schonfeld Strategic Advisors LLC
N/A—37,347-37,347-100%$1.1M———
Private Advisor Group, LLC
N/A—36,814-36,814-100%$1.1M———
Jupiter Topco LLC
N/A—36,282-36,282-100%$1.1M———
Amundi
N/A—35,495-35,495-100%$1.1M———
BNP Paribas Financial Markets
N/A—35,390-35,390-100%$1.1M———
Royal Bank of Canada
N/A—35,351-35,351-100%$1.1M———
NewEdge Advisors, LLC
N/A—34,078-34,078-100%$1.0M———
SEI Investments Co
N/A—32,906-32,906-100%$1.0M———
Cetera Investment Advisers
N/A—32,776-32,776-100%$998.0K———
Nordea Investment Management AB
N/A—30,809-30,809-100%$942.1K———
Inceptionr LLC
N/A—30,775-30,775-100%$937.1K———
Stifel Financial Corp
N/A—29,991-29,991-100%$913.1K———
New York State Common Retirement Fund
N/A—29,988-29,988-100%$913.1K———
GSA Capital Partners LLP
N/A—28,699-28,699-100%$874.0K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—26,565-26,565-100%$808.9K———
Jain Global LLC
N/A—26,222-26,222-100%$798.5K———
Select Asset Management & Trust
N/A—26,101-26,101-100%$795.0K———
Police & Firemen's Retirement System of New Jersey
N/A—25,137-25,137-100%$765.4K———
State of Wisconsin Investment Board
N/A—24,526-24,526-100%$746.8K———
Captrust Financial Advisors
N/A—24,489-24,489-100%$745.7K———
State Board of Administration of Florida Retirement System
N/A—23,058-23,058-100%$702.1K———
Allstate Corp
N/A—21,981-21,981-100%$669.3K———
Quadrature Capital Ltd
N/A—21,617-21,617-100%$658.2K———
Teachers Retirement System of the State of Kentucky
N/A—20,783-20,783-100%$633.0K———
Vanguard Investments Australia, Ltd.
N/A—19,829-19,829-100%$603.8K———
Mercer Global Advisors Inc
N/A—19,613-19,613-100%$597.2K———
Mitsubishi UFJ Trust & Banking Corp
N/A—19,336-19,336-100%$588.8K———
KLP Kapitalforvaltning AS
N/A—18,718-18,718-100%$570.0K———
Callan Family Office, LLC
N/A—18,589-18,589-100%$566.0K———
State of Tennessee, Department of Treasury
N/A—18,559-18,559-100%$565.1K———
Natixis Advisors, LLC
N/A—18,341-18,341-100%$558.0K———
Tidal Investments LLC
N/A—18,301-18,301-100%$557.3K———
Handelsbanken Fonder AB
N/A—18,200-18,200-100%$554.0K———
Intech Investment Management LLC
N/A—18,122-18,122-100%$551.8K———
Freestone Grove Partners LP
N/A—17,487-17,487-100%$532.5K———
Steward Partners Investment Advisory, LLC
N/A—16,906-16,906-100%$514.8K———
Campbell & Co Investment Adviser LLC
N/A—16,625-16,625-100%$506.2K———
Watershed Asset Management, L.L.C.
N/A—16,319-16,319-100%$496.9K———
Voya Investment Management LLC
N/A—16,107-16,107-100%$490.5K———
LPL Financial LLC
N/A—15,578-15,578-100%$474.3K———
IEQ Capital, LLC
N/A—14,977-14,977-100%$456.0K———
World Investment Advisors
N/A—14,893-14,893-100%$446.8K———
JMN Financial LLC
N/A—14,760-14,760-100%$449.4K———
PNC Financial Services Group, Inc.
N/A—14,711-14,711-100%$448.0K———
Moors & Cabot, Inc.
N/A—14,221-14,221-100%$433.0K———
Voloridge Investment Management, LLC
N/A—13,842-13,842-100%$421.5K———
Osaic Holdings, Inc.
N/A—13,119-13,119-100%$399.5K———
Bank of Montreal
N/A—12,639-12,639-100%$384.9K———
Neuberger Berman Group LLC
N/A—12,006-12,006-100%$365.6K———
SlateStone Wealth, LLC
N/A—11,558-11,558-100%$352.0K———
DRW Securities, LLC
N/A—11,473-11,473-100%$349.4K———
Savant Capital, LLC
N/A—11,364-11,364-100%$348.6K———
First Manhattan Co. Llc.
N/A—11,224-11,224-100%$341.8K———
Susquehanna International Group, LLP
N/A—11,218-11,218-100%$341.6K———
Entropy Technologies, LP
N/A—10,605-10,605-100%$322.9K———
Two Sigma Securities, LLC
N/A—9,633-9,633-100%$293.3K———
Orion Porfolio Solutions, LLC
N/A—9,124-9,124-100%$277.8K———
Great Lakes Advisors, LLC
N/A—9,089-9,089-100%$276.8K———
Icon Wealth Advisors, LLC
N/A—8,957-8,957-100%$272.7K———
Public Employees Retirement Association of Colorado
N/A—8,909-8,909-100%$271.0K———
Hancock Whitney Corp
N/A—8,527-8,527-100%$259.6K———
Man Group plc
N/A—8,502-8,502-100%$258.9K———
HBK Sorce Advisory LLC
N/A—8,089-8,089-100%$256.9K———
Ensign Peak Advisors, Inc
N/A—8,002-8,002-100%$243.7K———
Ameritas Investment Partners, Inc.
N/A—7,735-7,735-100%$235.5K———
Cornerstone Select Advisors, LLC
N/A—7,574-7,574-100%$230.6K———
Fiduciary Trust Co
N/A—7,478-7,478-100%$227.7K———
Prosperity Consulting Group, LLC
N/A—6,682-6,682-100%$203.5K———
South Dakota Investment Council
N/A—6,252-6,252-100%$190.0K———
Tower Research Capital LLC (TRC)
N/A—6,113-6,113-100%$186.1K———
Eurizon Capital SGR S.p.A.
N/A—5,764-5,764-100%$178.3K———
ST Germain D J Co Inc
N/A—5,375-5,375-100%$163.7K———
Hantz Financial Services, Inc.
N/A—5,007-5,007-100%$152.0K———
BNP Paribas Asset Management Holding S.A.
N/A—3,428-3,428-100%$104.4K———
Northwestern Mutual Wealth Management Co
N/A—3,211-3,211-100%$97.8K———
Arax Advisory Partners
N/A—2,955-2,955-100%$90.0K———
Quantum Portfolio Management LLC
N/A—2,618-2,618-100%$79.7K———
Measured Wealth Private Client Group, LLC
N/A—2,337-2,337-100%$71.2K———
Global Retirement Partners, LLC
N/A—2,287-2,287-100%$69.6K———
Rockefeller Capital Management L.P.
N/A—2,076-2,076-100%$63.2K———
Pinney & Scofield, Inc.
N/A—1,447-1,447-100%$44.1K———
Jones Financial Companies Lllp
N/A—1,409-1,409-100%$44.1K———
Smartleaf Asset Management LLC
N/A—1,382-1,382-100%$42.7K———
New Age Alpha Advisors, LLC
N/A—1,364-1,364-100%$41.5K———
Public Employees Retirement System of Ohio
N/A—1,216-1,216-100%$37.0K———
Bessemer Group Inc
N/A—1,042-1,042-100%$32———
Nykredit A/S
N/A—802-802-100%$24.4K———
Glen Eagle Advisors, LLC
N/A—771-771-100%$23.5K———
Whittier Trust Co
N/A—728-728-100%$22.0K———
Optiver Holding B.V.
N/A—660-660-100%$20.1K———
LRI Investments, LLC
N/A—605-605-100%$18.4K———
Kemnay Advisory Services Inc.
N/A—583-583-100%$17.8K———
Huntington National Bank
N/A—487-487-100%$14.8K———
UMB Bank, n.a.
N/A—428-428-100%$13.0K———
GW&K Investment Management, LLC
N/A—410-410-100%$12———
Avalon Trust Co
N/A—371-371-100%$11.3K———
Vision Retirement, LLC
N/A—309-309-100%$9.4K———
Rothschild Investment LLC
N/A—236-236-100%$7.2K———
Allworth Financial LP
N/A—233-233-100%$7.1K———
LOS Angeles Capital Management LLC
N/A—189-189-100%$5.8K———
Neo Ivy Capital Management
N/A—152-152-100%$4.6K———
Keating Financial Advisory Services, Inc.
N/A—110-110-100%$3.4K———
Danske Bank A/S
N/A—100-100-100%$3.0K———
Quarry LP
N/A—78-78-100%$2.4K———
Bellevue Asset Management, LLC
N/A—75-75-100%$2.3K———
Brown Brothers Harriman & Co
N/A—55-55-100%$1.7K———
Harbour Investments, Inc.
N/A—45-45-100%$1.4K———
Evolution Advisers, Inc.
N/A—33-33-100%$1.0K———
Raffa Wealth Management, LLC
N/A—13-13-100%$396———
SHP Wealth Management
N/A—10-10-100%$305———
Ankerstar Wealth, LLC
N/A—9-9-100%$274———
Dunhill Financial, LLC
N/A—1-1-100%$47———
Showing 309 of 309 institutions