BGC Group Inc (BGC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares8,375,295 from 8,250,750

Change+124,545 (+2%)

Value$96.6M (+$8.4M)

Filed 2026-11-04

Principal Financial Group Inc

INCREASED

Shares3,539,645 from 1,871,202

Change+1,668,443 (+89%)

Value$40.8M (+$20.8M)

Filed 2026-11-02

Private Management Group Inc

INCREASED

Shares3,299,377 from 3,298,087

Change+1,290 (+0%)

Value$38.0M (+$2.8M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares2,805,194 from 2,848,936

Change-43,742 (-2%)

Value$32.3M (+$1.9M)

Filed 2026-11-05

O'Keefe Stevens Advisory, Inc.

INCREASED

Shares1,893,192 from 1,833,931

Change+59,261 (+3%)

Value$21.8M (+$2.2M)

Filed 2026-10-09

Robertson Stephens Wealth Management, LLC

DECREASED

Shares1,227,288 from 1,320,518

Change-93,230 (-7%)

Value$14.2M (+$34.3K)

Filed 2026-10-16

Thrivent Financial for Lutherans

DECREASED

Shares958,779 from 982,949

Change-24,170 (-2%)

Value$11.1M (+$548.0K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares899,259 from 714,903

Change+184,356 (+26%)

Value$10.4M (+$2.7M)

Filed 2026-11-02

Thompson Siegel & Walmsley LLC

DECREASED

Shares435,744 from 470,902

Change-35,158 (-7%)

Value$5.0M (-$10.0K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares416,569 from 571,818

Change-155,249 (-27%)

Value$4.8M (-$1.3M)

Filed 2026-11-04

Essex Investment Management Co LLC

DECREASED

Shares310,920 from 321,484

Change-10,564 (-3%)

Value$3.6M (+$148.2K)

Filed 2026-10-19

Moody Aldrich Partners LLC

INCREASED

Shares264,548 from 253,999

Change+10,549 (+4%)

Value$3.1M (+$335.0K)

Filed 2026-10-27

Ashton Thomas Securities, LLC

UNCHANGED

Shares231,882 from 231,882

Change0 (0%)

Value$2.7M (+$194.8K)

Filed 2026-10-26

New York State Teachers Retirement System

INCREASED

Shares201,572 from 169,782

Change+31,790 (+19%)

Value$2.3M (+$509.0K)

Filed 2026-10-22

Equitable Trust Co

INCREASED

Shares199,975 from 193,010

Change+6,965 (+4%)

Value$2.3M (+$242.4K)

Filed 2026-10-13

Illinois Municipal Retirement Fund

INCREASED

Shares186,946 from 180,525

Change+6,421 (+4%)

Value$2.2M (+$225.7K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares155,900 from 162,000

Change-6,100 (-4%)

Value$1.8M (+$65.7K)

Filed 2026-10-20

Live Oak Investment Partners

INCREASED

Shares153,218 from 151,148

Change+2,070 (+1%)

Value$1.8M (+$150.8K)

Filed 2026-10-23

Diversify Advisory Services, LLC

INCREASED

Shares150,787 from 73,196

Change+77,591 (+106%)

Value$1.7M (+$886.1K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares150,787 from 73,196

Change+77,591 (+106%)

Value$1.7M (+$886.1K)

Filed 2026-10-20

Synergy Asset Management, LLC

DECREASED

Shares142,681 from 147,656

Change-4,975 (-3%)

Value$1.6M (+$66.7K)

Filed 2026-11-05

State of New Jersey Common Pension Fund D

DECREASED

Shares126,587 from 137,136

Change-10,549 (-8%)

Value$1.5M (-$6.4K)

Filed 2026-11-05

Inscription Capital, LLC

UNCHANGED

Shares120,266 from 120,266

Change0 (0%)

Value$1.4M (+$101.0K)

Filed 2026-11-02

Exchange Traded Concepts, LLC

INCREASED

Shares109,936 from 18,008

Change+91,928 (+510%)

Value$1.3M (+$1.1M)

Filed 2026-10-28

Arizona State Retirement System

INCREASED

Shares104,097 from 100,662

Change+3,435 (+3%)

Value$1.2M (+$124.2K)

Filed 2026-11-03

Mountain Hill Investment Partners Corp.

UNCHANGED

Shares95,392 from 95,392

Change0 (0%)

Value$1.1M (+$80.1K)

Filed 2026-10-23

Amalgamated Bank

DECREASED

Shares95,193 from 99,497

Change-4,304 (-4%)

Value$1.1M (+$34.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares94,859 from 97,904

Change-3,045 (-3%)

Value$1.1M (+$47.1K)

Filed 2026-10-22

Fifth Third Bancorp

DECREASED

Shares89,841 from 95,326

Change-5,485 (-6%)

Value$1.0M (+$16.8K)

Filed 2026-11-05

D.A. Davidson & Co.

INCREASED

Shares88,835 from 80,538

Change+8,297 (+10%)

Value$1.0M (+$163.3K)

Filed 2026-10-28

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares86,238 from 87,646

Change-1,408 (-2%)

Value$994.3K (+$57.4K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares82,135 from 83,335

Change-1,200 (-1%)

Value$947.0K (+$56.2K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares82,061 from 54,118

Change+27,943 (+52%)

Value$946.2K (+$367.6K)

Filed 2026-11-05

Levin Capital Strategies, L.P.

INCREASED

Shares76,452 from 76,418

Change+34 (+0%)

Value$881.5K (+$64.6K)

Filed 2026-11-02

State of Alaska, Department of Revenue

DECREASED

Shares74,930 from 138,816

Change-63,886 (-46%)

Value$862.0K (-$621.0K)

Filed 2026-10-15

Prime Capital Investment Advisors, LLC

INCREASED

Shares62,144 from 62,133

Change+11 (+0%)

Value$716.5K (+$52.3K)

Filed 2026-10-20

CWC Advisors, Llc.

INCREASED

Shares60,531 from 59,897

Change+634 (+1%)

Value$697.9K (+$57.6K)

Filed 2026-10-15

Pictet Asset Management Holding SA

DECREASED

Shares60,161 from 63,543

Change-3,382 (-5%)

Value$693.7K (+$14.4K)

Filed 2026-11-03

Tranquility Partners, LLC

UNCHANGED

Shares57,789 from 57,789

Change0 (0%)

Value$666.3K (+$48.5K)

Filed 2026-10-20

MacKenzie Financial Corp

NEW

Shares57,507

Change+57,507

Value$663.1K

Filed 2026-11-02

Vise Technologies, Inc.

NEW

Shares52,381

Change+52,381

Value$603.9K

Filed 2026-10-29

ProShare Advisors LLC

DECREASED

Shares51,625 from 53,745

Change-2,120 (-4%)

Value$595.2K (+$20.7K)

Filed 2026-10-29

Canton Hathaway, LLC

INCREASED

Shares51,375 from 42,175

Change+9,200 (+22%)

Value$592.4K (+$141.5K)

Filed 2026-10-23

Strs Ohio

INCREASED

Shares47,000 from 25,400

Change+21,600 (+85%)

Value$541.9K (+$270.4K)

Filed 2026-10-30

Allspring Global Investments Holdings, LLC

INCREASED

Shares43,384 from 41,722

Change+1,662 (+4%)

Value$504.1K (+$50.6K)

Filed 2026-11-04

Mutual of America Capital Management LLC

DECREASED

Shares41,764 from 42,332

Change-568 (-1%)

Value$481.5K (+$29.0K)

Filed 2026-10-23

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares37,454 from 185,196

Change-147,742 (-80%)

Value$431.8K (-$1.5M)

Filed 2026-10-16

Xponance LLC

DECREASED

Shares36,286 from 37,730

Change-1,444 (-4%)

Value$418.4K (+$15.0K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

INCREASED

Shares34,664 from 33,029

Change+1,635 (+5%)

Value$399.7K (+$46.6K)

Filed 2026-10-16

Sky Investment Group LLC

NEW

Shares34,416

Change+34,416

Value$396.8K

Filed 2026-10-30

Emergent Wealth Advisors, LLC

UNCHANGED

Shares32,180 from 32,180

Change0 (0%)

Value$371.0K (+$27.0K)

Filed 2026-10-09

Elevation Point Wealth Partners, LLC

INCREASED

Shares29,051 from 28,582

Change+469 (+2%)

Value$334.9K (+$29.4K)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares27,806 from 27,085

Change+721 (+3%)

Value$320.6K (+$31.1K)

Filed 2026-10-30

Realta Investment Advisors

INCREASED

Shares25,214 from 25,212

Change+2 (+0%)

Value$290.7K (+$21.2K)

Filed 2026-10-14

Abel Hall, LLC

DECREASED

Shares24,880 from 24,897

Change-17 (0%)

Value$286.9K (+$20.7K)

Filed 2026-10-19

Bfsg, LLC

UNCHANGED

Shares24,470 from 24,470

Change0 (0%)

Value$282.1K (+$20.6K)

Filed 2026-10-30

Enclave Advisors LLC

DECREASED

Shares24,225 from 33,225

Change-9,000 (-27%)

Value$279.3K (-$75.9K)

Filed 2026-10-14

Edge Wealth Management LLC

NEW

Shares24,129

Change+24,129

Value$279.0K

Filed 2026-10-13

Virginia Retirement Systems ET Al

UNCHANGED

Shares23,800 from 23,800

Change0 (0%)

Value$274.4K (+$20.0K)

Filed 2026-10-28

Swiss Life Asset Management Ltd

INCREASED

Shares21,871 from 20,423

Change+1,448 (+7%)

Value$252.2K (+$33.9K)

Filed 2026-11-03

CIBC Asset Management Inc

DECREASED

Shares21,222 from 21,595

Change-373 (-2%)

Value$244.7K (+$13.8K)

Filed 2026-11-05

Ethic Inc.

INCREASED

Shares20,814 from 15,653

Change+5,161 (+33%)

Value$240.0K (+$72.7K)

Filed 2026-11-03

Toth Financial Advisory Corp

INCREASED

Shares20,120 from 120

Change+20,000 (+16667%)

Value$232.0K (+$230.7K)

Filed 2026-10-08

Atria Investments, Inc

DECREASED

Shares20,118 from 40,752

Change-20,634 (-51%)

Value$232.0K (-$203.7K)

Filed 2026-10-15

MSH Capital Advisors LLC

DECREASED

Shares19,657 from 19,858

Change-201 (-1%)

Value$226.6K (+$14.4K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares19,594 from 19,780

Change-186 (-1%)

Value$226.0K (+$15.0K)

Filed 2026-11-02

Clear Harbor Asset Management, LLC

DECREASED

Shares18,572 from 18,772

Change-200 (-1%)

Value$214.1K (+$13.5K)

Filed 2026-11-05

Choreo, LLC

NEW

Shares17,902

Change+17,902

Value$206.4K

Filed 2026-10-28

Profund Advisors LLC

DECREASED

Shares16,994 from 19,505

Change-2,511 (-13%)

Value$195.9K (-$12.6K)

Filed 2026-10-29

Crossmark Global Holdings, Inc.

DECREASED

Shares16,828 from 17,483

Change-655 (-4%)

Value$194.0K (+$7.1K)

Filed 2026-10-21

iA Global Asset Management Inc.

NEW

Shares15,817

Change+15,817

Value$182.0K

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares15,793 from 18,748

Change-2,955 (-16%)

Value$182.1K (-$18.3K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,579 from 12,142

Change+3,437 (+28%)

Value$175.0K (+$44.1K)

Filed 2026-10-13

Procyon Advisors, LLC

UNCHANGED

Shares15,405 from 15,405

Change0 (0%)

Value$177.6K (+$12.9K)

Filed 2026-10-21

Berman McAleer LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$173.0K (+$12.6K)

Filed 2026-10-16

Shelter Rock Management, LLC

DECREASED

Shares14,568 from 15,666

Change-1,098 (-7%)

Value$176.4K (+$8.9K)

Filed 2026-10-09

Brucke Financial, Inc.

DECREASED

Shares12,741 from 13,194

Change-453 (-3%)

Value$146.9K (+$5.9K)

Filed 2026-10-23

Sterling Capital Management LLC

INCREASED

Shares12,454 from 1,326

Change+11,128 (+839%)

Value$143.6K (+$129.4K)

Filed 2026-10-22

KBC Group NV

UNCHANGED

Shares12,406 from 12,406

Change0 (0%)

Value$143.0K (+$10.0K)

Filed 2026-10-22

Verdence Capital Advisors LLC

DECREASED

Shares12,366 from 13,128

Change-762 (-6%)

Value$142.6K (+$2.2K)

Filed 2026-10-26

Advisor Resource Council

INCREASED

Shares12,281 from 11,260

Change+1,021 (+9%)

Value$149.8K (+$24.8K)

Filed 2026-11-05

Fifth Third Wealth Advisors LLC

DECREASED

Shares12,124 from 12,262

Change-138 (-1%)

Value$139.8K (+$8.7K)

Filed 2026-10-22

State of Wyoming

DECREASED

Shares12,065 from 12,575

Change-510 (-4%)

Value$139.1K (+$4.7K)

Filed 2026-10-28

Evergreen Capital Management LLC

DECREASED

Shares12,014 from 12,861

Change-847 (-7%)

Value$138.5K (+$1.0K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

DECREASED

Shares12,007 from 22,088

Change-10,081 (-46%)

Value$138.4K (-$97.7K)

Filed 2026-10-20

Sage Rhino Capital LLC

INCREASED

Shares11,009 from 10,784

Change+225 (+2%)

Value$126.9K (+$11.7K)

Filed 2026-10-28

Legacy Advisors, LLC

NEW

Shares10,234

Change+10,234

Value$118.0K

Filed 2026-10-19

US Bancorp \de\

INCREASED

Shares10,132 from 8,211

Change+1,921 (+23%)

Value$116.8K (+$29.0K)

Filed 2026-11-05

Parkside Financial Bank & Trust

INCREASED

Shares10,053 from 9,904

Change+149 (+2%)

Value$115.9K (+$10.0K)

Filed 2026-10-27

Lido Advisors, LLC

INCREASED

Shares10,029 from 10,008

Change+21 (+0%)

Value$115.6K (+$8.6K)

Filed 2026-11-04

Key FInancial Inc

UNCHANGED

Shares9,730 from 9,730

Change0 (0%)

Value$112.2K (+$8.2K)

Filed 2026-11-02

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares7,157 from 6,852

Change+305 (+4%)

Value$82.5K (+$9.3K)

Filed 2026-10-27

Gamma Investing LLC

INCREASED

Shares6,219 from 5,495

Change+724 (+13%)

Value$71.7K (+$13.0K)

Filed 2026-10-08

Signaturefd, LLC

INCREASED

Shares5,476 from 2,322

Change+3,154 (+136%)

Value$63.1K (+$38.3K)

Filed 2026-10-23

Covestor Ltd

INCREASED

Shares4,844 from 3,093

Change+1,751 (+57%)

Value$56.0K (+$23.0K)

Filed 2026-10-30

Central Trust Co

UNCHANGED

Shares4,570 from 4,570

Change0 (0%)

Value$52.7K (+$3.8K)

Filed 2026-11-05

Salomon & Ludwin, LLC

INCREASED

Shares4,449 from 4,273

Change+176 (+4%)

Value$51.3K (+$4.8K)

Filed 2026-10-29

Montag A & Associates Inc

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$46.1K (+$3.4K)

Filed 2026-10-29

USA Financial Formulas

NEW

Shares3,495

Change+3,495

Value$40.3K

Filed 2026-10-16

Tema Etfs LLC

NEW

Shares2,400

Change+2,400

Value$27.7K

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares2,178 from 1,709

Change+469 (+27%)

Value$25.1K (+$6.9K)

Filed 2026-10-08

GK Wealth Management LLC

NEW

Shares2,130

Change+2,130

Value$24.6K

Filed 2026-10-09

KFG LLC

NEW

Shares1,986

Change+1,986

Value$22.9K

Filed 2026-11-02

Spire Wealth Management

INCREASED

Shares1,547 from 1,544

Change+3 (+0%)

Value$17.8K (+$1.3K)

Filed 2026-10-30

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$17.3K (+$1.3K)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares1,446

Change+1,446

Value$16.7K

Filed 2026-10-21

Larson Financial Group LLC

UNCHANGED

Shares1,417 from 1,417

Change0 (0%)

Value$16.3K (+$1.2K)

Filed 2026-11-05

Summit Securities Group LLC

DECREASED

Shares1,316 from 3,300

Change-1,984 (-60%)

Value$15.2K (-$20.1K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares1,264 from 1,263

Change+1 (+0%)

Value$14.6K (+$1.1K)

Filed 2026-10-21

EverSource Wealth Advisors, LLC

INCREASED

Shares1,237 from 1,232

Change+5 (+0%)

Value$14.3K (+$1.1K)

Filed 2026-11-04

Versant Capital Management, Inc

INCREASED

Shares1,186 from 1,131

Change+55 (+5%)

Value$13.7K (+$1.6K)

Filed 2026-10-02

Bare Financial Services, Inc

DECREASED

Shares1,008 from 1,335

Change-327 (-24%)

Value$11.6K (-$2.6K)

Filed 2026-11-04

North Star Investment Management Corp.

UNCHANGED

Shares830 from 830

Change0 (0%)

Value$9.6K (+$697)

Filed 2026-10-27

Trust Co of Vermont

UNCHANGED

Shares630 from 630

Change0 (0%)

Value$7.3K (+$529)

Filed 2026-10-21

Bell Investment Advisors, Inc

UNCHANGED

Shares617 from 617

Change0 (0%)

Value$7.1K (+$519)

Filed 2026-10-29

WPG Advisers, LLC

UNCHANGED

Shares403 from 403

Change0 (0%)

Value$4.6K (+$339)

Filed 2026-10-27

Retirement Wealth Solutions LLC

UNCHANGED

Shares396 from 396

Change0 (0%)

Value$4.6K (+$332)

Filed 2026-10-07

Ares Financial Consulting, LLC

UNCHANGED

Shares360 from 360

Change0 (0%)

Value$4.2K (+$303)

Filed 2026-10-19

Farmers & Merchants Investments Inc

INCREASED

Shares355 from 200

Change+155 (+78%)

Value$4.1K (+$2.0K)

Filed 2026-10-22

SJS Investment Consulting Inc.

DECREASED

Shares332 from 577

Change-245 (-42%)

Value$3.8K (-$2.3K)

Filed 2026-10-26

Owl Creek Wealth Partners LLC

UNCHANGED

Shares305 from 305

Change0 (0%)

Value$3.5K (+$256)

Filed 2026-10-20

Parallel Advisors, LLC

DECREASED

Shares292 from 469

Change-177 (-38%)

Value$3.4K (-$1.6K)

Filed 2026-11-03

Fortitude Family Office, LLC

INCREASED

Shares278 from 258

Change+20 (+8%)

Value$3.2K (+$447)

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

NEW

Shares273

Change+273

Value$3.1K

Filed 2026-10-29

Rossby Financial, LCC

INCREASED

Shares183 from 130

Change+53 (+41%)

Value$2.1K (+$720)

Filed 2026-11-05

Marquette Asset Management, LLC

UNCHANGED

Shares158 from 158

Change0 (0%)

Value$1.8K (+$132)

Filed 2026-10-09

UMB Private Wealth Management, LLC

NEW

Shares140

Change+140

Value$1.6K

Filed 2026-10-19

SBI Securities Co., Ltd.

INCREASED

Shares136 from 126

Change+10 (+8%)

Value$1.6K (+$221)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares135 from 124

Change+11 (+9%)

Value$1.6K (+$231)

Filed 2026-10-16

Creative Capital Management Investments LLC

INCREASED

Shares133 from 89

Change+44 (+49%)

Value$1.5K (+$582)

Filed 2026-10-28

Essential Partners LLC

DECREASED

Shares120 from 121

Change-1 (-1%)

Value$1.4K (+$91)

Filed 2026-10-14

MassMutual Private Wealth & Trust, FSB

NEW

Shares98

Change+98

Value$1.1K

Filed 2026-10-05

Provenance Wealth Advisors, LLC

NEW

Shares87

Change+87

Value$1.0K

Filed 2026-10-30

Gilpin Wealth Management, LLC

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$957 (+$69)

Filed 2026-10-09

Bay Harbor Wealth Management, LLC

INCREASED

Shares68 from 65

Change+3 (+5%)

Value$784 (+$89)

Filed 2026-11-03

Valley National Advisers Inc

NEW

Shares66

Change+66

Value$761

Filed 2026-10-23

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$750 (+$55)

Filed 2026-10-16

Arlington Trust Co LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$692 (+$51)

Filed 2026-10-20

Ascentis Wealth Management, LLC

NEW

Shares28

Change+28

Value$322

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$323 (+$24)

Filed 2026-10-08

American Capital Advisory, LLC

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$300 (+$22)

Filed 2026-10-28

James T. Borello RIA

DECREASED

Shares22 from 24

Change-2 (-8%)

Value$254 (-$3)

Filed 2026-10-16

Davis Capital Management

INCREASED

Shares21 from 20

Change+1 (+5%)

Value$242 (+$28)

Filed 2026-10-08

Financial Consulate, Inc

NEW

Shares20

Change+20

Value$231

Filed 2026-10-23

Capital Advisors, Ltd. LLC

DECREASED

Shares15 from 24

Change-9 (-37%)

Value$0 ($0)

Filed 2026-10-27

DecisionPoint Financial, LLC

INCREASED

Shares13 from 10

Change+3 (+30%)

Value$152 (+$43)

Filed 2026-10-27

GHP Investment Advisors, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$47 (+$4)

Filed 2026-10-15

Hughes Financial Services, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$46 (+$3)

Filed 2026-10-30

Maryland Capital Advisors Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$47 (+$4)

Filed 2026-10-15

Signature Resources Capital Management, LLC

NEW

Shares3

Change+3

Value$35

Filed 2026-10-16

Financiere des Professionnels - Fonds d'investissement inc.

CLOSED

Shares0 from 68,450

Change-68,450 (-100%)

Value$0 (-$731.7K)

Filed 2026-11-03

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 21,177

Change-21,177 (-100%)

Value$0 (-$226.4K)

Filed 2026-10-21

Jefferies Financial Group Inc.

CLOSED

Shares0 from 13,453

Change-13,453 (-100%)

Value$0 (-$143.8K)

Filed 2026-11-05

Gradient Investments LLC

CLOSED

Shares0 from 10,765

Change-10,765 (-100%)

Value$0 (-$115.1K)

Filed 2026-10-08

Mather Group, Llc.

CLOSED

Shares0 from 442

Change-442 (-100%)

Value$0 (-$4.7K)

Filed 2026-10-14

Glass Jacobson Investment Advisors llc

CLOSED

Shares0 from 230

Change-230 (-100%)

Value$0 (-$2.5K)

Filed 2026-10-26

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 87

Change-87 (-100%)

Value$0 (-$930)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$242)

Filed 2026-10-16

Navigoe, LLC

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 ($0)

Filed 2026-11-04

Silver Grove Financial Group, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$21)

Filed 2026-11-05

BlackRock, Inc.

N/A

Shares— from 57,478,652

Change-57,478,652 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 25,739,608

Change-25,739,608 (-100%)

Value—

Rubric Capital Management LPA

N/A

Shares— from 23,800,000

Change-23,800,000 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 16,647,701

Change-16,647,701 (-100%)

Value—

State Street Corp

N/A

Shares— from 15,344,534

Change-15,344,534 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,600,823

Change-10,600,823 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 9,724,963

Change-9,724,963 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 9,255,272

Change-9,255,272 (-100%)

Value—

Boston Partners

N/A

Shares— from 7,226,432

Change-7,226,432 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 6,412,111

Change-6,412,111 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 6,171,804

Change-6,171,804 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 5,415,536

Change-5,415,536 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 5,000,038

Change-5,000,038 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,646,397

Change-4,646,397 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,307,540

Change-4,307,540 (-100%)

Value—

Private Capital Management, LLC

N/A

Shares— from 4,215,222

Change-4,215,222 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 3,963,378

Change-3,963,378 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 3,887,941

Change-3,887,941 (-100%)

Value—

Soros Fund Management LLC

N/A

Shares— from 3,481,891

Change-3,481,891 (-100%)

Value—

AltraVue Capital, LLC

N/A

Shares— from 3,344,270

Change-3,344,270 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 3,008,749

Change-3,008,749 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 2,985,375

Change-2,985,375 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 2,670,144

Change-2,670,144 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 2,373,055

Change-2,373,055 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 2,320,440

Change-2,320,440 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,126,219

Change-2,126,219 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,808,538

Change-1,808,538 (-100%)

Value—

Muhlenkamp & Co Inc

N/A

Shares— from 1,447,070

Change-1,447,070 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 1,435,491

Change-1,435,491 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 1,302,903

Change-1,302,903 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 1,269,834

Change-1,269,834 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,213,102

Change-1,213,102 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,196,280

Change-1,196,280 (-100%)

Value—

Norges Bank

N/A

Shares— from 1,121,000

Change-1,121,000 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 1,112,434

Change-1,112,434 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 1,007,752

Change-1,007,752 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 981,192

Change-981,192 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 970,639

Change-970,639 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 890,732

Change-890,732 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 880,325

Change-880,325 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 876,753

Change-876,753 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 847,985

Change-847,985 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 835,339

Change-835,339 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 825,969

Change-825,969 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 783,011

Change-783,011 (-100%)

Value—

Capitolis Liquid Global Markets LLC

N/A

Shares— from 762,200

Change-762,200 (-100%)

Value—

Azora Capital LP

N/A

Shares— from 746,114

Change-746,114 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 735,581

Change-735,581 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 731,908

Change-731,908 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 616,826

Change-616,826 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 616,113

Change-616,113 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 576,349

Change-576,349 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 566,247

Change-566,247 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 533,024

Change-533,024 (-100%)

Value—

Phocas Financial Corp.

N/A

Shares— from 522,276

Change-522,276 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 497,679

Change-497,679 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 479,354

Change-479,354 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 465,644

Change-465,644 (-100%)

Value—

CM Management, LLC

N/A

Shares— from 450,000

Change-450,000 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 443,237

Change-443,237 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 420,120

Change-420,120 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 418,502

Change-418,502 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 413,136

Change-413,136 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 386,548

Change-386,548 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 369,782

Change-369,782 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 367,343

Change-367,343 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 347,503

Change-347,503 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 340,973

Change-340,973 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 337,233

Change-337,233 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 336,602

Change-336,602 (-100%)

Value—

Barclays PLC

N/A

Shares— from 318,801

Change-318,801 (-100%)

Value—

Mork Capital Management, LLC

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 245,274

Change-245,274 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 219,528

Change-219,528 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 213,047

Change-213,047 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 213,031

Change-213,031 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 206,089

Change-206,089 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 191,953

Change-191,953 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 191,543

Change-191,543 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 186,291

Change-186,291 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 185,795

Change-185,795 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 185,459

Change-185,459 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 183,453

Change-183,453 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 173,837

Change-173,837 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 162,877

Change-162,877 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 162,293

Change-162,293 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 160,159

Change-160,159 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 158,663

Change-158,663 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 154,455

Change-154,455 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 148,442

Change-148,442 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 145,455

Change-145,455 (-100%)

Value—

Neo Ivy Capital Management

N/A

Shares— from 135,100

Change-135,100 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 133,066

Change-133,066 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 127,500

Change-127,500 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 124,390

Change-124,390 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 123,956

Change-123,956 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 122,174

Change-122,174 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 119,338

Change-119,338 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 118,578

Change-118,578 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 112,000

Change-112,000 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 111,334

Change-111,334 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 108,925

Change-108,925 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 108,628

Change-108,628 (-100%)

Value—

Allstate Corp

N/A

Shares— from 107,290

Change-107,290 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 104,086

Change-104,086 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 93,066

Change-93,066 (-100%)

Value—

Amundi

N/A

Shares— from 92,502

Change-92,502 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 91,147

Change-91,147 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 89,381

Change-89,381 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 88,820

Change-88,820 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 86,409

Change-86,409 (-100%)

Value—

Prana Capital Management, LP

N/A

Shares— from 86,329

Change-86,329 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 85,411

Change-85,411 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 81,200

Change-81,200 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 78,218

Change-78,218 (-100%)

Value—

Man Group plc

N/A

Shares— from 77,776

Change-77,776 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 77,753

Change-77,753 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 67,684

Change-67,684 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 66,076

Change-66,076 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 64,383

Change-64,383 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 64,190

Change-64,190 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 63,787

Change-63,787 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 61,896

Change-61,896 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 52,895

Change-52,895 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 48,861

Change-48,861 (-100%)

Value—

Twinbeech Capital LP

N/A

Shares— from 47,857

Change-47,857 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 47,569

Change-47,569 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 47,165

Change-47,165 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 46,729

Change-46,729 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 40,662

Change-40,662 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 38,730

Change-38,730 (-100%)

Value—

Keynote Financial Services LLC

N/A

Shares— from 37,886

Change-37,886 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 36,817

Change-36,817 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 36,180

Change-36,180 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 34,258

Change-34,258 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 33,055

Change-33,055 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 31,658

Change-31,658 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 29,960

Change-29,960 (-100%)

Value—

Permanent Capital Management, LP

N/A

Shares— from 28,378

Change-28,378 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 28,219

Change-28,219 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 27,268

Change-27,268 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 26,905

Change-26,905 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 26,687

Change-26,687 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 26,345

Change-26,345 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 22,720

Change-22,720 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 22,039

Change-22,039 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 21,836

Change-21,836 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 21,355

Change-21,355 (-100%)

Value—

S Harris Financial Group, LLC

N/A

Shares— from 20,085

Change-20,085 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 19,565

Change-19,565 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 18,658

Change-18,658 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 18,311

Change-18,311 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 17,975

Change-17,975 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 17,557

Change-17,557 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 17,129

Change-17,129 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 16,937

Change-16,937 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 16,445

Change-16,445 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 16,255

Change-16,255 (-100%)

Value—

Armistice Capital, LLC

N/A

Shares— from 15,687

Change-15,687 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 15,111

Change-15,111 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 14,704

Change-14,704 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 14,701

Change-14,701 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14,285

Change-14,285 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 13,136

Change-13,136 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 12,608

Change-12,608 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 12,568

Change-12,568 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 11,835

Change-11,835 (-100%)

Value—

SlateStone Wealth, LLC

N/A

Shares— from 11,715

Change-11,715 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 11,714

Change-11,714 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 11,697

Change-11,697 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 11,296

Change-11,296 (-100%)

Value—

iSAM Funds (UK) Ltd

N/A

Shares— from 11,100

Change-11,100 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 10,167

Change-10,167 (-100%)

Value—

Harbor Advisors LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 9,713

Change-9,713 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 9,461

Change-9,461 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,664

Change-8,664 (-100%)

Value—

Graticule Asia Macro Advisors LLC

N/A

Shares— from 7,016

Change-7,016 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 6,180

Change-6,180 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,024

Change-5,024 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 4,787

Change-4,787 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Employees Retirement System of Texas

N/A

Shares— from 3,670

Change-3,670 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 3,665

Change-3,665 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 3,387

Change-3,387 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 3,232

Change-3,232 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 2,880

Change-2,880 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 2,563

Change-2,563 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2,455

Change-2,455 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 2,131

Change-2,131 (-100%)

Value—

Macquarie Group LTD

N/A

Shares— from 1,549

Change-1,549 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,318

Change-1,318 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 1,158

Change-1,158 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,148

Change-1,148 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,112

Change-1,112 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,077

Change-1,077 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 961

Change-961 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 884

Change-884 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 682

Change-682 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 682

Change-682 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 531

Change-531 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 514

Change-514 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 511

Change-511 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 461

Change-461 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 449

Change-449 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 418

Change-418 (-100%)

Value—

Morse Asset Management, Inc

N/A

Shares— from 400

Change-400 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 394

Change-394 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 340

Change-340 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 315

Change-315 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 300

Change-300 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 199

Change-199 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 195

Change-195 (-100%)

Value—

Quarry LP

N/A

Shares— from 158

Change-158 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 126

Change-126 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 98

Change-98 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 19

Change-19 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	8,375,295	8,250,750	+124,545	+2%	$88.2M	$96.6M	+$8.4M	2026-11-04
Principal Financial Group Inc	INCREASED	3,539,645	1,871,202	+1,668,443	+89%	$20.0M	$40.8M	+$20.8M	2026-11-02
Private Management Group Inc	INCREASED	3,299,377	3,298,087	+1,290	+0%	$35.3M	$38.0M	+$2.8M	2026-11-04
Bank of New York Mellon Corp	DECREASED	2,805,194	2,848,936	-43,742	-2%	$30.5M	$32.3M	+$1.9M	2026-11-05
O'Keefe Stevens Advisory, Inc.	INCREASED	1,893,192	1,833,931	+59,261	+3%	$19.6M	$21.8M	+$2.2M	2026-10-09
Robertson Stephens Wealth Management, LLC	DECREASED	1,227,288	1,320,518	-93,230	-7%	$14.1M	$14.2M	+$34.3K	2026-10-16
Thrivent Financial for Lutherans	DECREASED	958,779	982,949	-24,170	-2%	$10.5M	$11.1M	+$548.0K	2026-11-05
Creative Planning	INCREASED	899,259	714,903	+184,356	+26%	$7.6M	$10.4M	+$2.7M	2026-11-02
Thompson Siegel & Walmsley LLC	DECREASED	435,744	470,902	-35,158	-7%	$5.0M	$5.0M	-$10.0K	2026-11-05
Citigroup Inc	DECREASED	416,569	571,818	-155,249	-27%	$6.1M	$4.8M	-$1.3M	2026-11-04
Essex Investment Management Co LLC	DECREASED	310,920	321,484	-10,564	-3%	$3.4M	$3.6M	+$148.2K	2026-10-19
Moody Aldrich Partners LLC	INCREASED	264,548	253,999	+10,549	+4%	$2.7M	$3.1M	+$335.0K	2026-10-27
Ashton Thomas Securities, LLC	UNCHANGED	231,882	231,882	0	0%	$2.5M	$2.7M	+$194.8K	2026-10-26
New York State Teachers Retirement System	INCREASED	201,572	169,782	+31,790	+19%	$1.8M	$2.3M	+$509.0K	2026-10-22
Equitable Trust Co	INCREASED	199,975	193,010	+6,965	+4%	$2.1M	$2.3M	+$242.4K	2026-10-13
Illinois Municipal Retirement Fund	INCREASED	186,946	180,525	+6,421	+4%	$1.9M	$2.2M	+$225.7K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	155,900	162,000	-6,100	-4%	$1.7M	$1.8M	+$65.7K	2026-10-20
Live Oak Investment Partners	INCREASED	153,218	151,148	+2,070	+1%	$1.6M	$1.8M	+$150.8K	2026-10-23
Diversify Advisory Services, LLC	INCREASED	150,787	73,196	+77,591	+106%	$863.0K	$1.7M	+$886.1K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	150,787	73,196	+77,591	+106%	$863.0K	$1.7M	+$886.1K	2026-10-20
Synergy Asset Management, LLC	DECREASED	142,681	147,656	-4,975	-3%	$1.6M	$1.6M	+$66.7K	2026-11-05
State of New Jersey Common Pension Fund D	DECREASED	126,587	137,136	-10,549	-8%	$1.5M	$1.5M	-$6.4K	2026-11-05
Inscription Capital, LLC	UNCHANGED	120,266	120,266	0	0%	$1.3M	$1.4M	+$101.0K	2026-11-02
Exchange Traded Concepts, LLC	INCREASED	109,936	18,008	+91,928	+510%	$192.5K	$1.3M	+$1.1M	2026-10-28
Arizona State Retirement System	INCREASED	104,097	100,662	+3,435	+3%	$1.1M	$1.2M	+$124.2K	2026-11-03
Mountain Hill Investment Partners Corp.	UNCHANGED	95,392	95,392	0	0%	$1.0M	$1.1M	+$80.1K	2026-10-23
Amalgamated Bank	DECREASED	95,193	99,497	-4,304	-4%	$1.1M	$1.1M	+$34.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	94,859	97,904	-3,045	-3%	$1.0M	$1.1M	+$47.1K	2026-10-22
Fifth Third Bancorp	DECREASED	89,841	95,326	-5,485	-6%	$1.0M	$1.0M	+$16.8K	2026-11-05
D.A. Davidson & Co.	INCREASED	88,835	80,538	+8,297	+10%	$861.0K	$1.0M	+$163.3K	2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	86,238	87,646	-1,408	-2%	$936.9K	$994.3K	+$57.4K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	82,135	83,335	-1,200	-1%	$890.9K	$947.0K	+$56.2K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	82,061	54,118	+27,943	+52%	$578.5K	$946.2K	+$367.6K	2026-11-05
Levin Capital Strategies, L.P.	INCREASED	76,452	76,418	+34	+0%	$816.9K	$881.5K	+$64.6K	2026-11-02
State of Alaska, Department of Revenue	DECREASED	74,930	138,816	-63,886	-46%	$1.5M	$862.0K	-$621.0K	2026-10-15
Prime Capital Investment Advisors, LLC	INCREASED	62,144	62,133	+11	+0%	$664.2K	$716.5K	+$52.3K	2026-10-20
CWC Advisors, Llc.	INCREASED	60,531	59,897	+634	+1%	$640.3K	$697.9K	+$57.6K	2026-10-15
Pictet Asset Management Holding SA	DECREASED	60,161	63,543	-3,382	-5%	$679.3K	$693.7K	+$14.4K	2026-11-03
Tranquility Partners, LLC	UNCHANGED	57,789	57,789	0	0%	$617.8K	$666.3K	+$48.5K	2026-10-20
MacKenzie Financial Corp	NEW	57,507	—	+57,507	—	—	$663.1K	—	2026-11-02
Vise Technologies, Inc.	NEW	52,381	—	+52,381	—	—	$603.9K	—	2026-10-29
ProShare Advisors LLC	DECREASED	51,625	53,745	-2,120	-4%	$574.5K	$595.2K	+$20.7K	2026-10-29
Canton Hathaway, LLC	INCREASED	51,375	42,175	+9,200	+22%	$450.9K	$592.4K	+$141.5K	2026-10-23
Strs Ohio	INCREASED	47,000	25,400	+21,600	+85%	$271.5K	$541.9K	+$270.4K	2026-10-30
Allspring Global Investments Holdings, LLC	INCREASED	43,384	41,722	+1,662	+4%	$453.5K	$504.1K	+$50.6K	2026-11-04
Mutual of America Capital Management LLC	DECREASED	41,764	42,332	-568	-1%	$452.5K	$481.5K	+$29.0K	2026-10-23
Y-Intercept (Hong Kong) Ltd	DECREASED	37,454	185,196	-147,742	-80%	$2.0M	$431.8K	-$1.5M	2026-10-16
Xponance LLC	DECREASED	36,286	37,730	-1,444	-4%	$403.3K	$418.4K	+$15.0K	2026-11-03
Concurrent Investment Advisors, LLC	INCREASED	34,664	33,029	+1,635	+5%	$353.1K	$399.7K	+$46.6K	2026-10-16
Sky Investment Group LLC	NEW	34,416	—	+34,416	—	—	$396.8K	—	2026-10-30
Emergent Wealth Advisors, LLC	UNCHANGED	32,180	32,180	0	0%	$344.0K	$371.0K	+$27.0K	2026-10-09
Elevation Point Wealth Partners, LLC	INCREASED	29,051	28,582	+469	+2%	$305.5K	$334.9K	+$29.4K	2026-11-05
Truist Financial Corp	INCREASED	27,806	27,085	+721	+3%	$289.5K	$320.6K	+$31.1K	2026-10-30
Realta Investment Advisors	INCREASED	25,214	25,212	+2	+0%	$269.5K	$290.7K	+$21.2K	2026-10-14
Abel Hall, LLC	DECREASED	24,880	24,897	-17	0%	$266.1K	$286.9K	+$20.7K	2026-10-19
Bfsg, LLC	UNCHANGED	24,470	24,470	0	0%	$261.6K	$282.1K	+$20.6K	2026-10-30
Enclave Advisors LLC	DECREASED	24,225	33,225	-9,000	-27%	$355.2K	$279.3K	-$75.9K	2026-10-14
Edge Wealth Management LLC	NEW	24,129	—	+24,129	—	—	$279.0K	—	2026-10-13
Virginia Retirement Systems ET Al	UNCHANGED	23,800	23,800	0	0%	$254.4K	$274.4K	+$20.0K	2026-10-28
Swiss Life Asset Management Ltd	INCREASED	21,871	20,423	+1,448	+7%	$218.3K	$252.2K	+$33.9K	2026-11-03
CIBC Asset Management Inc	DECREASED	21,222	21,595	-373	-2%	$230.9K	$244.7K	+$13.8K	2026-11-05
Ethic Inc.	INCREASED	20,814	15,653	+5,161	+33%	$167.3K	$240.0K	+$72.7K	2026-11-03
Toth Financial Advisory Corp	INCREASED	20,120	120	+20,000	+16667%	$1.3K	$232.0K	+$230.7K	2026-10-08
Atria Investments, Inc	DECREASED	20,118	40,752	-20,634	-51%	$435.6K	$232.0K	-$203.7K	2026-10-15
MSH Capital Advisors LLC	DECREASED	19,657	19,858	-201	-1%	$212.3K	$226.6K	+$14.4K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	19,594	19,780	-186	-1%	$211.0K	$226.0K	+$15.0K	2026-11-02
Clear Harbor Asset Management, LLC	DECREASED	18,572	18,772	-200	-1%	$200.7K	$214.1K	+$13.5K	2026-11-05
Choreo, LLC	NEW	17,902	—	+17,902	—	—	$206.4K	—	2026-10-28
Profund Advisors LLC	DECREASED	16,994	19,505	-2,511	-13%	$208.5K	$195.9K	-$12.6K	2026-10-29
Crossmark Global Holdings, Inc.	DECREASED	16,828	17,483	-655	-4%	$186.9K	$194.0K	+$7.1K	2026-10-21
iA Global Asset Management Inc.	NEW	15,817	—	+15,817	—	—	$182.0K	—	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	15,793	18,748	-2,955	-16%	$200.4K	$182.1K	-$18.3K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	15,579	12,142	+3,437	+28%	$130.9K	$175.0K	+$44.1K	2026-10-13
Procyon Advisors, LLC	UNCHANGED	15,405	15,405	0	0%	$164.7K	$177.6K	+$12.9K	2026-10-21
Berman McAleer LLC	UNCHANGED	15,000	15,000	0	0%	$160.4K	$173.0K	+$12.6K	2026-10-16
Shelter Rock Management, LLC	DECREASED	14,568	15,666	-1,098	-7%	$167.5K	$176.4K	+$8.9K	2026-10-09
Brucke Financial, Inc.	DECREASED	12,741	13,194	-453	-3%	$141.0K	$146.9K	+$5.9K	2026-10-23
Sterling Capital Management LLC	INCREASED	12,454	1,326	+11,128	+839%	$14.2K	$143.6K	+$129.4K	2026-10-22
KBC Group NV	UNCHANGED	12,406	12,406	0	0%	$133.0K	$143.0K	+$10.0K	2026-10-22
Verdence Capital Advisors LLC	DECREASED	12,366	13,128	-762	-6%	$140.3K	$142.6K	+$2.2K	2026-10-26
Advisor Resource Council	INCREASED	12,281	11,260	+1,021	+9%	$125.0K	$149.8K	+$24.8K	2026-11-05
Fifth Third Wealth Advisors LLC	DECREASED	12,124	12,262	-138	-1%	$131.1K	$139.8K	+$8.7K	2026-10-22
State of Wyoming	DECREASED	12,065	12,575	-510	-4%	$134.4K	$139.1K	+$4.7K	2026-10-28
Evergreen Capital Management LLC	DECREASED	12,014	12,861	-847	-7%	$137.5K	$138.5K	+$1.0K	2026-10-23
Nisa Investment Advisors, LLC	DECREASED	12,007	22,088	-10,081	-46%	$236.1K	$138.4K	-$97.7K	2026-10-20
Sage Rhino Capital LLC	INCREASED	11,009	10,784	+225	+2%	$115.3K	$126.9K	+$11.7K	2026-10-28
Legacy Advisors, LLC	NEW	10,234	—	+10,234	—	—	$118.0K	—	2026-10-19
US Bancorp \de\	INCREASED	10,132	8,211	+1,921	+23%	$87.8K	$116.8K	+$29.0K	2026-11-05
Parkside Financial Bank & Trust	INCREASED	10,053	9,904	+149	+2%	$105.9K	$115.9K	+$10.0K	2026-10-27
Lido Advisors, LLC	INCREASED	10,029	10,008	+21	+0%	$107.0K	$115.6K	+$8.6K	2026-11-04
Key FInancial Inc	UNCHANGED	9,730	9,730	0	0%	$104.0K	$112.2K	+$8.2K	2026-11-02
Pinnacle Wealth Planning Services, Inc.	INCREASED	7,157	6,852	+305	+4%	$73.2K	$82.5K	+$9.3K	2026-10-27
Gamma Investing LLC	INCREASED	6,219	5,495	+724	+13%	$58.7K	$71.7K	+$13.0K	2026-10-08
Signaturefd, LLC	INCREASED	5,476	2,322	+3,154	+136%	$24.8K	$63.1K	+$38.3K	2026-10-23
Covestor Ltd	INCREASED	4,844	3,093	+1,751	+57%	$33.0K	$56.0K	+$23.0K	2026-10-30
Central Trust Co	UNCHANGED	4,570	4,570	0	0%	$48.9K	$52.7K	+$3.8K	2026-11-05
Salomon & Ludwin, LLC	INCREASED	4,449	4,273	+176	+4%	$46.4K	$51.3K	+$4.8K	2026-10-29
Montag A & Associates Inc	UNCHANGED	4,000	4,000	0	0%	$42.8K	$46.1K	+$3.4K	2026-10-29
USA Financial Formulas	NEW	3,495	—	+3,495	—	—	$40.3K	—	2026-10-16
Tema Etfs LLC	NEW	2,400	—	+2,400	—	—	$27.7K	—	2026-10-16
Farther Finance Advisors, LLC	INCREASED	2,178	1,709	+469	+27%	$18.3K	$25.1K	+$6.9K	2026-10-08
GK Wealth Management LLC	NEW	2,130	—	+2,130	—	—	$24.6K	—	2026-10-09
KFG LLC	NEW	1,986	—	+1,986	—	—	$22.9K	—	2026-11-02
Spire Wealth Management	INCREASED	1,547	1,544	+3	+0%	$16.5K	$17.8K	+$1.3K	2026-10-30
Pension & Wealth Management Advisors, Inc.	UNCHANGED	1,500	1,500	0	0%	$16.0K	$17.3K	+$1.3K	2026-10-16
Root Financial Partners, LLC	NEW	1,446	—	+1,446	—	—	$16.7K	—	2026-10-21
Larson Financial Group LLC	UNCHANGED	1,417	1,417	0	0%	$15.1K	$16.3K	+$1.2K	2026-11-05
Summit Securities Group LLC	DECREASED	1,316	3,300	-1,984	-60%	$35.3K	$15.2K	-$20.1K	2026-11-05
Assetmark, Inc	INCREASED	1,264	1,263	+1	+0%	$13.5K	$14.6K	+$1.1K	2026-10-21
EverSource Wealth Advisors, LLC	INCREASED	1,237	1,232	+5	+0%	$13.2K	$14.3K	+$1.1K	2026-11-04
Versant Capital Management, Inc	INCREASED	1,186	1,131	+55	+5%	$12.1K	$13.7K	+$1.6K	2026-10-02
Bare Financial Services, Inc	DECREASED	1,008	1,335	-327	-24%	$14.3K	$11.6K	-$2.6K	2026-11-04
North Star Investment Management Corp.	UNCHANGED	830	830	0	0%	$8.9K	$9.6K	+$697	2026-10-27
Trust Co of Vermont	UNCHANGED	630	630	0	0%	$6.7K	$7.3K	+$529	2026-10-21
Bell Investment Advisors, Inc	UNCHANGED	617	617	0	0%	$6.6K	$7.1K	+$519	2026-10-29
WPG Advisers, LLC	UNCHANGED	403	403	0	0%	$4.3K	$4.6K	+$339	2026-10-27
Retirement Wealth Solutions LLC	UNCHANGED	396	396	0	0%	$4.2K	$4.6K	+$332	2026-10-07
Ares Financial Consulting, LLC	UNCHANGED	360	360	0	0%	$3.8K	$4.2K	+$303	2026-10-19
Farmers & Merchants Investments Inc	INCREASED	355	200	+155	+78%	$2.1K	$4.1K	+$2.0K	2026-10-22
SJS Investment Consulting Inc.	DECREASED	332	577	-245	-42%	$6.2K	$3.8K	-$2.3K	2026-10-26
Owl Creek Wealth Partners LLC	UNCHANGED	305	305	0	0%	$3.3K	$3.5K	+$256	2026-10-20
Parallel Advisors, LLC	DECREASED	292	469	-177	-38%	$5.0K	$3.4K	-$1.6K	2026-11-03
Fortitude Family Office, LLC	INCREASED	278	258	+20	+8%	$2.8K	$3.2K	+$447	2026-10-14
Caitong International Asset Management Co., Ltd	NEW	273	—	+273	—	—	$3.1K	—	2026-10-29
Rossby Financial, LCC	INCREASED	183	130	+53	+41%	$1.4K	$2.1K	+$720	2026-11-05
Marquette Asset Management, LLC	UNCHANGED	158	158	0	0%	$1.7K	$1.8K	+$132	2026-10-09
UMB Private Wealth Management, LLC	NEW	140	—	+140	—	—	$1.6K	—	2026-10-19
SBI Securities Co., Ltd.	INCREASED	136	126	+10	+8%	$1.3K	$1.6K	+$221	2026-10-22
IFP Advisors, Inc	INCREASED	135	124	+11	+9%	$1.3K	$1.6K	+$231	2026-10-16
Creative Capital Management Investments LLC	INCREASED	133	89	+44	+49%	$951	$1.5K	+$582	2026-10-28
Essential Partners LLC	DECREASED	120	121	-1	-1%	$1.3K	$1.4K	+$91	2026-10-14
MassMutual Private Wealth & Trust, FSB	NEW	98	—	+98	—	—	$1.1K	—	2026-10-05
Provenance Wealth Advisors, LLC	NEW	87	—	+87	—	—	$1.0K	—	2026-10-30
Gilpin Wealth Management, LLC	UNCHANGED	83	83	0	0%	$888	$957	+$69	2026-10-09
Bay Harbor Wealth Management, LLC	INCREASED	68	65	+3	+5%	$695	$784	+$89	2026-11-03
Valley National Advisers Inc	NEW	66	—	+66	—	—	$761	—	2026-10-23
DiNuzzo Private Wealth, Inc.	UNCHANGED	65	65	0	0%	$695	$750	+$55	2026-10-16
Arlington Trust Co LLC	UNCHANGED	60	60	0	0%	$641	$692	+$51	2026-10-20
Ascentis Wealth Management, LLC	NEW	28	—	+28	—	—	$322	—	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	28	28	0	0%	$299	$323	+$24	2026-10-08
American Capital Advisory, LLC	UNCHANGED	26	26	0	0%	$278	$300	+$22	2026-10-28
James T. Borello RIA	DECREASED	22	24	-2	-8%	$257	$254	-$3	2026-10-16
Davis Capital Management	INCREASED	21	20	+1	+5%	$214	$242	+$28	2026-10-08
Financial Consulate, Inc	NEW	20	—	+20	—	—	$231	—	2026-10-23
Capital Advisors, Ltd. LLC	DECREASED	15	24	-9	-37%	$0	$0	$0	2026-10-27
DecisionPoint Financial, LLC	INCREASED	13	10	+3	+30%	$109	$152	+$43	2026-10-27
GHP Investment Advisors, Inc.	UNCHANGED	4	4	0	0%	$43	$47	+$4	2026-10-15
Hughes Financial Services, LLC	UNCHANGED	4	4	0	0%	$43	$46	+$3	2026-10-30
Maryland Capital Advisors Inc.	UNCHANGED	4	4	0	0%	$43	$47	+$4	2026-10-15
Signature Resources Capital Management, LLC	NEW	3	—	+3	—	—	$35	—	2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.	CLOSED	0	68,450	-68,450	-100%	$731.7K	$0	-$731.7K	2026-11-03
Axxcess Wealth Management, LLC	CLOSED	0	21,177	-21,177	-100%	$226.4K	$0	-$226.4K	2026-10-21
Jefferies Financial Group Inc.	CLOSED	0	13,453	-13,453	-100%	$143.8K	$0	-$143.8K	2026-11-05
Gradient Investments LLC	CLOSED	0	10,765	-10,765	-100%	$115.1K	$0	-$115.1K	2026-10-08
Mather Group, Llc.	CLOSED	0	442	-442	-100%	$4.7K	$0	-$4.7K	2026-10-14
Glass Jacobson Investment Advisors llc	CLOSED	0	230	-230	-100%	$2.5K	$0	-$2.5K	2026-10-26
Plante Moran Financial Advisors, LLC	CLOSED	0	87	-87	-100%	$930	$0	-$930	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	21	-21	-100%	$242	$0	-$242	2026-10-16
Navigoe, LLC	CLOSED	0	19	-19	-100%	$0	$0	$0	2026-11-04
Silver Grove Financial Group, Inc.	CLOSED	0	2	-2	-100%	$21	$0	-$21	2026-11-05
BlackRock, Inc.	N/A	—	57,478,652	-57,478,652	-100%	$614.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	25,739,608	-25,739,608	-100%	$275.2M	—	—	—
Rubric Capital Management LPA	N/A	—	23,800,000	-23,800,000	-100%	$254.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	16,647,701	-16,647,701	-100%	$178.0M	—	—	—
State Street Corp	N/A	—	15,344,534	-15,344,534	-100%	$164.0M	—	—	—
FMR LLC	N/A	—	10,600,823	-10,600,823	-100%	$113.3M	—	—	—
Geode Capital Management, LLC	N/A	—	9,724,963	-9,724,963	-100%	$104.0M	—	—	—
Nuveen, LLC	N/A	—	9,255,272	-9,255,272	-100%	$98.9M	—	—	—
Boston Partners	N/A	—	7,226,432	-7,226,432	-100%	$77.4M	—	—	—
Invesco Ltd.	N/A	—	6,412,111	-6,412,111	-100%	$68.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	6,171,804	-6,171,804	-100%	$66.0M	—	—	—
Lazard Asset Management LLC	N/A	—	5,415,536	-5,415,536	-100%	$57.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	5,000,038	-5,000,038	-100%	$53.5M	—	—	—
Morgan Stanley	N/A	—	4,646,397	-4,646,397	-100%	$49.7M	—	—	—
JPMorgan Chase & Co	N/A	—	4,307,540	-4,307,540	-100%	$45.2M	—	—	—
Private Capital Management, LLC	N/A	—	4,215,222	-4,215,222	-100%	$45.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	3,963,378	-3,963,378	-100%	$42.4M	—	—	—
Northern Trust Corp	N/A	—	3,887,941	-3,887,941	-100%	$41.6M	—	—	—
Soros Fund Management LLC	N/A	—	3,481,891	-3,481,891	-100%	$37.2M	—	—	—
AltraVue Capital, LLC	N/A	—	3,344,270	-3,344,270	-100%	$35.8M	—	—	—
Bank of America Corp	N/A	—	3,008,749	-3,008,749	-100%	$32.2M	—	—	—
Algert Global LLC	N/A	—	2,985,375	-2,985,375	-100%	$31.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	2,670,144	-2,670,144	-100%	$28.5M	—	—	—
Clearbridge Investments, LLC	N/A	—	2,373,055	-2,373,055	-100%	$25.4M	—	—	—
Panagora Asset Management Inc	N/A	—	2,320,440	-2,320,440	-100%	$24.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,126,219	-2,126,219	-100%	$22.7M	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,808,538	-1,808,538	-100%	$19.3M	—	—	—
Muhlenkamp & Co Inc	N/A	—	1,447,070	-1,447,070	-100%	$15.5M	—	—	—
Prudential Financial Inc	N/A	—	1,435,491	-1,435,491	-100%	$15.3M	—	—	—
SG Americas Securities, LLC	N/A	—	1,302,903	-1,302,903	-100%	$13.9M	—	—	—
Public Sector Pension Investment Board	N/A	—	1,269,834	-1,269,834	-100%	$13.6M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,213,102	-1,213,102	-100%	$13.0M	—	—	—
UBS Group AG	N/A	—	1,196,280	-1,196,280	-100%	$12.8M	—	—	—
Norges Bank	N/A	—	1,121,000	-1,121,000	-100%	$12.0M	—	—	—
Tidal Investments LLC	N/A	—	1,112,434	-1,112,434	-100%	$11.9M	—	—	—
First Trust Advisors LP	N/A	—	1,007,752	-1,007,752	-100%	$10.8M	—	—	—
PDT Partners, LLC	N/A	—	981,192	-981,192	-100%	$10.5M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	970,639	-970,639	-100%	$10.4M	—	—	—
New York State Common Retirement Fund	N/A	—	890,732	-890,732	-100%	$9.5M	—	—	—
RBF Capital, LLC	N/A	—	880,325	-880,325	-100%	$9.4M	—	—	—
Rhumbline Advisers	N/A	—	876,753	-876,753	-100%	$9.4M	—	—	—
Legato Capital Management LLC	N/A	—	847,985	-847,985	-100%	$9.1M	—	—	—
Legal & General Group Plc	N/A	—	835,339	-835,339	-100%	$8.9M	—	—	—
Voya Investment Management LLC	N/A	—	825,969	-825,969	-100%	$8.8M	—	—	—
CIBC World Market Inc.	N/A	—	783,011	-783,011	-100%	$8.4M	—	—	—
Capitolis Liquid Global Markets LLC	N/A	—	762,200	-762,200	-100%	$8.1M	—	—	—
Azora Capital LP	N/A	—	746,114	-746,114	-100%	$8.0M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	735,581	-735,581	-100%	$7.9M	—	—	—
Swiss National Bank	N/A	—	731,908	-731,908	-100%	$7.8M	—	—	—
Balyasny Asset Management L.P.	N/A	—	616,826	-616,826	-100%	$6.6M	—	—	—
Ameriprise Financial Inc	N/A	—	616,113	-616,113	-100%	$6.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	576,349	-576,349	-100%	$6.2M	—	—	—
American Century Companies Inc	N/A	—	566,247	-566,247	-100%	$6.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	533,024	-533,024	-100%	$5.7M	—	—	—
Phocas Financial Corp.	N/A	—	522,276	-522,276	-100%	$5.6M	—	—	—
SEI Investments Co	N/A	—	497,679	-497,679	-100%	$5.3M	—	—	—
Alliancebernstein L.P.	N/A	—	479,354	-479,354	-100%	$4.7M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	465,644	-465,644	-100%	$5.0M	—	—	—
CM Management, LLC	N/A	—	450,000	-450,000	-100%	$4.8M	—	—	—
HRT Financial LP	N/A	—	443,237	-443,237	-100%	$4.7M	—	—	—
California State Teachers Retirement System	N/A	—	420,120	-420,120	-100%	$4.5M	—	—	—
Deutsche Bank Ag\	N/A	—	418,502	-418,502	-100%	$4.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	413,136	-413,136	-100%	$4.4M	—	—	—
Renaissance Technologies LLC	N/A	—	386,548	-386,548	-100%	$4.1M	—	—	—
Horizon Investments, LLC	N/A	—	369,782	-369,782	-100%	$4.0M	—	—	—
Wells Fargo & Company	N/A	—	367,343	-367,343	-100%	$3.9M	—	—	—
Intech Investment Management LLC	N/A	—	347,503	-347,503	-100%	$3.7M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	340,973	-340,973	-100%	$3.6M	—	—	—
AQR Capital Management LLC	N/A	—	337,233	-337,233	-100%	$3.6M	—	—	—
Trexquant Investment LP	N/A	—	336,602	-336,602	-100%	$3.6M	—	—	—
Barclays PLC	N/A	—	318,801	-318,801	-100%	$3.4M	—	—	—
Mork Capital Management, LLC	N/A	—	250,000	-250,000	-100%	$2.7M	—	—	—
Kennedy Capital Management LLC	N/A	—	245,274	-245,274	-100%	$2.6M	—	—	—
MetLife Investment Management, LLC	N/A	—	219,528	-219,528	-100%	$2.3M	—	—	—
HSBC Holdings PLC	N/A	—	213,047	-213,047	-100%	$2.3M	—	—	—
Quantinno Capital Management LP	N/A	—	213,031	-213,031	-100%	$2.3M	—	—	—
Victory Capital Management Inc	N/A	—	206,089	-206,089	-100%	$2.2M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	191,953	-191,953	-100%	$2.1M	—	—	—
National Bank of Canada	N/A	—	191,543	-191,543	-100%	$2.0M	—	—	—
Acadian Asset Management LLC	N/A	—	186,291	-186,291	-100%	$2.0M	—	—	—
M&T Bank Corp	N/A	—	185,795	-185,795	-100%	$2.0M	—	—	—
Diversified Trust Co	N/A	—	185,459	-185,459	-100%	$2.0M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	183,453	-183,453	-100%	$2.0M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	173,837	-173,837	-100%	$1.9M	—	—	—
Jupiter Topco LLC	N/A	—	162,877	-162,877	-100%	$1.7M	—	—	—
Bridgewater Associates, LP	N/A	—	162,293	-162,293	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	160,159	-160,159	-100%	$1.7M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	158,663	-158,663	-100%	$1.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	154,455	-154,455	-100%	$1.7M	—	—	—
Captrust Financial Advisors	N/A	—	148,442	-148,442	-100%	$1.6M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	145,455	-145,455	-100%	$1.6M	—	—	—
Neo Ivy Capital Management	N/A	—	135,100	-135,100	-100%	$1.4M	—	—	—
LPL Financial LLC	N/A	—	133,066	-133,066	-100%	$1.4M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	127,500	-127,500	-100%	$1.4M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	124,390	-124,390	-100%	$1.3M	—	—	—
Marshall Wace, LLP	N/A	—	123,956	-123,956	-100%	$1.3M	—	—	—
Corsair Capital Management, L.P.	N/A	—	122,174	-122,174	-100%	$1.3M	—	—	—
XTX Topco Ltd	N/A	—	119,338	-119,338	-100%	$1.3M	—	—	—
Handelsbanken Fonder AB	N/A	—	118,578	-118,578	-100%	$1.3M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	112,000	-112,000	-100%	$1.2M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	111,334	-111,334	-100%	$1.2M	—	—	—
Engineers Gate Manager LP	N/A	—	108,925	-108,925	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	108,628	-108,628	-100%	$1.2M	—	—	—
Allstate Corp	N/A	—	107,290	-107,290	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	104,086	-104,086	-100%	$1.1M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	93,066	-93,066	-100%	$994.9K	—	—	—
Amundi	N/A	—	92,502	-92,502	-100%	$988.8K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	91,147	-91,147	-100%	$974.4K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	89,381	-89,381	-100%	$955.0K	—	—	—
Teacher Retirement System of Texas	N/A	—	88,820	-88,820	-100%	$949.5K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	86,409	-86,409	-100%	$923.7K	—	—	—
Prana Capital Management, LP	N/A	—	86,329	-86,329	-100%	$922.9K	—	—	—
Two Sigma Investments, LP	N/A	—	85,411	-85,411	-100%	$913.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	81,200	-81,200	-100%	$868.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	78,218	-78,218	-100%	$836.2K	—	—	—
Man Group plc	N/A	—	77,776	-77,776	-100%	$831.4K	—	—	—
Brevan Howard Capital Management LP	N/A	—	77,753	-77,753	-100%	$831.2K	—	—	—
Natixis Advisors, LLC	N/A	—	67,684	-67,684	-100%	$723.0K	—	—	—
MML Investors Services, LLC	N/A	—	66,076	-66,076	-100%	$706.4K	—	—	—
Voleon Capital Management LP	N/A	—	64,383	-64,383	-100%	$688.3K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	64,190	-64,190	-100%	$686.2K	—	—	—
Glenmede Trust Co NA	N/A	—	63,787	-63,787	-100%	$681.9K	—	—	—
Royal Bank of Canada	N/A	—	61,896	-61,896	-100%	$662.0K	—	—	—
Group One Trading LLC	N/A	—	52,895	-52,895	-100%	$565.4K	—	—	—
State of Wisconsin Investment Board	N/A	—	48,861	-48,861	-100%	$522.3K	—	—	—
Twinbeech Capital LP	N/A	—	47,857	-47,857	-100%	$511.6K	—	—	—
AXQ Capital, LP	N/A	—	47,569	-47,569	-100%	$508.5K	—	—	—
Neuberger Berman Group LLC	N/A	—	47,165	-47,165	-100%	$504.2K	—	—	—
Tudor Investment Corp ET AL	N/A	—	46,729	-46,729	-100%	$499.5K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	40,662	-40,662	-100%	$435.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	38,730	-38,730	-100%	$414.0K	—	—	—
Keynote Financial Services LLC	N/A	—	37,886	-37,886	-100%	$405.0K	—	—	—
Mariner, LLC	N/A	—	36,817	-36,817	-100%	$393.5K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	36,180	-36,180	-100%	$386.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	34,258	-34,258	-100%	$366.2K	—	—	—
Cerity Partners LLC	N/A	—	33,055	-33,055	-100%	$353.4K	—	—	—
Bank of Montreal	N/A	—	31,658	-31,658	-100%	$338.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	29,960	-29,960	-100%	$320.3K	—	—	—
Permanent Capital Management, LP	N/A	—	28,378	-28,378	-100%	$303.4K	—	—	—
Pathstone Holdings, LLC	N/A	—	28,219	-28,219	-100%	$301.7K	—	—	—
Mirabella Financial Services LLP	N/A	—	27,268	-27,268	-100%	$291.5K	—	—	—
HighTower Advisors, LLC	N/A	—	26,905	-26,905	-100%	$287.6K	—	—	—
Globeflex Capital L P	N/A	—	26,687	-26,687	-100%	$285.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	26,345	-26,345	-100%	$281.6K	—	—	—
Cetera Investment Advisers	N/A	—	22,720	-22,720	-100%	$242.9K	—	—	—
Virtu Financial LLC	N/A	—	22,039	-22,039	-100%	$236.0K	—	—	—
Bleakley Financial Group, LLC	N/A	—	21,836	-21,836	-100%	$233.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	21,355	-21,355	-100%	$228.3K	—	—	—
S Harris Financial Group, LLC	N/A	—	20,085	-20,085	-100%	$214.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	19,565	-19,565	-100%	$209.2K	—	—	—
Summit Financial, LLC	N/A	—	18,658	-18,658	-100%	$199.5K	—	—	—
Centiva Capital, LP	N/A	—	18,311	-18,311	-100%	$195.7K	—	—	—
Waverly Advisors, LLC	N/A	—	17,975	-17,975	-100%	$192.2K	—	—	—
DnB Asset Management AS	N/A	—	17,557	-17,557	-100%	$187.7K	—	—	—
EntryPoint Capital, LLC	N/A	—	17,129	-17,129	-100%	$183.1K	—	—	—
Focus Partners Wealth	N/A	—	16,937	-16,937	-100%	$181.1K	—	—	—
Gotham Asset Management, LLC	N/A	—	16,445	-16,445	-100%	$175.8K	—	—	—
Cannell & Spears LLC	N/A	—	16,255	-16,255	-100%	$173.8K	—	—	—
Armistice Capital, LLC	N/A	—	15,687	-15,687	-100%	$167.7K	—	—	—
Great Lakes Advisors, LLC	N/A	—	15,111	-15,111	-100%	$161.5K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	14,704	-14,704	-100%	$157.2K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	14,701	-14,701	-100%	$157.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	14,285	-14,285	-100%	$152.7K	—	—	—
Shelton Capital Management	N/A	—	13,136	-13,136	-100%	$140.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	12,608	-12,608	-100%	$135.0K	—	—	—
Empowered Funds, LLC	N/A	—	12,568	-12,568	-100%	$134.4K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	11,835	-11,835	-100%	$130.4K	—	—	—
SlateStone Wealth, LLC	N/A	—	11,715	-11,715	-100%	$125.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	11,714	-11,714	-100%	$125.2K	—	—	—
Franklin Resources Inc	N/A	—	11,697	-11,697	-100%	$125.0K	—	—	—
PFG Investments, LLC	N/A	—	11,296	-11,296	-100%	$120.8K	—	—	—
iSAM Funds (UK) Ltd	N/A	—	11,100	-11,100	-100%	$118.7K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	10,167	-10,167	-100%	$108.7K	—	—	—
Harbor Advisors LLC	N/A	—	10,000	-10,000	-100%	$106.9K	—	—	—
WealthTrust Axiom LLC	N/A	—	10,000	-10,000	-100%	$106.9K	—	—	—
Smithfield Trust Co	N/A	—	9,713	-9,713	-100%	$104.0K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	9,461	-9,461	-100%	$101.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	8,664	-8,664	-100%	$99.2K	—	—	—
Graticule Asia Macro Advisors LLC	N/A	—	7,016	-7,016	-100%	$75.0K	—	—	—
Nykredit A/S	N/A	—	6,180	-6,180	-100%	$66.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,024	-5,024	-100%	$53.7K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	4,787	-4,787	-100%	$51.2K	—	—	—
Ancora Advisors LLCA	N/A	—	4,000	-4,000	-100%	$42.8K	—	—	—
Employees Retirement System of Texas	N/A	—	3,670	-3,670	-100%	$39.0K	—	—	—
Whittier Trust Co	N/A	—	3,665	-3,665	-100%	$40.7K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	3,387	-3,387	-100%	$36.2K	—	—	—
Optiver Holding B.V.	N/A	—	3,232	-3,232	-100%	$34.6K	—	—	—
Bessemer Group Inc	N/A	—	2,880	-2,880	-100%	$31	—	—	—
Kemnay Advisory Services Inc.	N/A	—	2,563	-2,563	-100%	$27.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	2,455	-2,455	-100%	$25.7K	—	—	—
UMB Bank, n.a.	N/A	—	2,131	-2,131	-100%	$22.8K	—	—	—
Macquarie Group LTD	N/A	—	1,549	-1,549	-100%	$16.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,318	-1,318	-100%	$14.0K	—	—	—
Walleye Capital LLC	N/A	—	1,158	-1,158	-100%	$12.4K	—	—	—
WealthCollab, LLC	N/A	—	1,148	-1,148	-100%	$12.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,112	-1,112	-100%	$11.9K	—	—	—
Arax Advisory Partners	N/A	—	1,077	-1,077	-100%	$11.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	1,000	-1,000	-100%	$10.7K	—	—	—
Allworth Financial LP	N/A	—	961	-961	-100%	$10.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	884	-884	-100%	$9.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	682	-682	-100%	$7.3K	—	—	—
BFC Planning, Inc.	N/A	—	682	-682	-100%	$7.3K	—	—	—
Rothschild Investment LLC	N/A	—	531	-531	-100%	$5.7K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	514	-514	-100%	$5.5K	—	—	—
CVA Family Office, LLC	N/A	—	511	-511	-100%	$5.5K	—	—	—
Caitlin John, LLC	N/A	—	500	-500	-100%	$5.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	461	-461	-100%	$4.9K	—	—	—
Picton Mahoney Asset Management	N/A	—	449	-449	-100%	$4.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	418	-418	-100%	$4.5K	—	—	—
Morse Asset Management, Inc	N/A	—	400	-400	-100%	$4.3K	—	—	—
Clearstead Advisors, LLC	N/A	—	394	-394	-100%	$4.2K	—	—	—
JPL Wealth Management, LLC	N/A	—	340	-340	-100%	$3.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	315	-315	-100%	$3.4K	—	—	—
SHP Wealth Management	N/A	—	300	-300	-100%	$3.2K	—	—	—
Kilter Group LLC	N/A	—	199	-199	-100%	$2.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	195	-195	-100%	$2.1K	—	—	—
Quarry LP	N/A	—	158	-158	-100%	$1.7K	—	—	—
Zions Bancorporation, National Association	N/A	—	126	-126	-100%	$1.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	108	-108	-100%	$1.2K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	98	-98	-100%	$1.0K	—	—	—
Cornerstone Financial Management LLC	N/A	—	89	-89	-100%	$951	—	—	—
Ankerstar Wealth, LLC	N/A	—	45	-45	-100%	$481	—	—	—
HFM Investment Advisors, LLC	N/A	—	43	-43	-100%	$460	—	—	—
LRI Investments, LLC	N/A	—	20	-20	-100%	$214	—	—	—
Evolution Advisers, Inc.	N/A	—	19	-19	-100%	$0	—	—	—
Harbour Investments, Inc.	N/A	—	10	-10	-100%	$107	—	—	—
Dunhill Financial, LLC	N/A	—	8	-8	-100%	$89	—	—	—
Raffa Wealth Management, LLC	N/A	—	4	-4	-100%	$43	—	—	—

Showing 388 of 388 institutions