Bio-Rad Laboratories (BIO)

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

DECREASED

Shares885,977 from 944,548

Change-58,571 (-6%)

Value$334.6M (+$57.3M)

Filed 2026-11-04

Assenagon Asset Management S.A.

DECREASED

Shares147,506 from 233,227

Change-85,721 (-37%)

Value$55.7M (-$12.8M)

Filed 2026-10-15

Bank of New York Mellon Corp

INCREASED

Shares114,662 from 113,854

Change+808 (+1%)

Value$43.3M (+$9.9M)

Filed 2026-11-05

Boston Trust Walden Corp

DECREASED

Shares105,556 from 111,167

Change-5,611 (-5%)

Value$39.9M (+$7.2M)

Filed 2026-10-30

Hosking Partners LLP

INCREASED

Shares95,472 from 94,430

Change+1,042 (+1%)

Value$36.1M (+$8.3M)

Filed 2026-10-21

Exchange Traded Concepts, LLC

INCREASED

Shares87,691 from 72,116

Change+15,575 (+22%)

Value$33.1M (+$11.9M)

Filed 2026-10-28

Arnhold LLC

UNCHANGED

Shares55,568 from 55,568

Change0 (0%)

Value$21.0M (+$4.7M)

Filed 2026-10-26

Assetmark, Inc

INCREASED

Shares45,156 from 44,277

Change+879 (+2%)

Value$17.1M (+$4.1M)

Filed 2026-10-21

Principal Financial Group Inc

INCREASED

Shares41,816 from 40,905

Change+911 (+2%)

Value$15.8M (+$3.8M)

Filed 2026-11-02

Marathon Asset Management Ltd

DECREASED

Shares38,371 from 41,975

Change-3,604 (-9%)

Value$14.5M (+$2.2M)

Filed 2026-10-26

Allspring Global Investments Holdings, LLC

DECREASED

Shares22,157 from 69,598

Change-47,441 (-68%)

Value$7.9M (-$12.8M)

Filed 2026-11-04

Retirement Systems of Alabama

INCREASED

Shares18,781 from 18,628

Change+153 (+1%)

Value$7.1M (+$1.6M)

Filed 2026-11-04

Creative Planning

INCREASED

Shares17,639 from 12,771

Change+4,868 (+38%)

Value$6.7M (+$2.9M)

Filed 2026-11-02

New York State Teachers Retirement System

DECREASED

Shares15,554 from 16,464

Change-910 (-6%)

Value$5.9M (+$1.0M)

Filed 2026-10-22

DekaBank Deutsche Girozentrale

DECREASED

Shares11,344 from 12,211

Change-867 (-7%)

Value$4.3M (+$4.3M)

Filed 2026-10-27

Amalgamated Bank

INCREASED

Shares8,125 from 7,979

Change+146 (+2%)

Value$3.1M (+$726.0K)

Filed 2026-10-23

Sivik Global Healthcare LLC

DECREASED

Shares8,000 from 10,000

Change-2,000 (-20%)

Value$3.0M (+$3.0M)

Filed 2026-10-13

Mutual of America Capital Management LLC

DECREASED

Shares6,634 from 6,689

Change-55 (-1%)

Value$2.5M (+$541.8K)

Filed 2026-10-23

Virginia Retirement Systems ET Al

DECREASED

Shares6,130 from 6,690

Change-560 (-8%)

Value$2.3M (+$351.1K)

Filed 2026-10-28

Pavaki Capital Management LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$2.3M (+$504.6K)

Filed 2026-10-26

State of New Jersey Common Pension Fund D

DECREASED

Shares5,943 from 6,562

Change-619 (-9%)

Value$2.2M (+$318.1K)

Filed 2026-11-05

Thrivent Financial for Lutherans

INCREASED

Shares5,484 from 5,020

Change+464 (+9%)

Value$2.1M (+$597.0K)

Filed 2026-11-05

Louisiana State Employees Retirement System

INCREASED

Shares5,400 from 5,300

Change+100 (+2%)

Value$2.0M (+$483.5K)

Filed 2026-10-20

Regions Financial Corp

DECREASED

Shares5,089 from 5,222

Change-133 (-3%)

Value$1.9M (+$388.9K)

Filed 2026-11-05

Arizona State Retirement System

INCREASED

Shares5,041 from 4,991

Change+50 (+1%)

Value$1.9M (+$438.6K)

Filed 2026-11-03

Gateway Investment Advisers LLC

NEW

Shares4,351

Change+4,351

Value$1.6M

Filed 2026-10-13

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares4,346 from 4,312

Change+34 (+1%)

Value$1.6M (+$375.5K)

Filed 2026-11-03

State of Michigan Retirement System

INCREASED

Shares4,300 from 4,200

Change+100 (+2%)

Value$1.6M (+$391.0K)

Filed 2026-10-27

Focused Alpha, LLC

UNCHANGED

Shares4,205 from 4,205

Change0 (0%)

Value$1.6M (+$353.6K)

Filed 2026-10-20

Yousif Capital Management, LLC

DECREASED

Shares3,989 from 4,244

Change-255 (-6%)

Value$1.5M (+$260.6K)

Filed 2026-10-22

Oregon Public Employees Retirement Fund

INCREASED

Shares3,808 from 3,722

Change+86 (+2%)

Value$1.4M (+$345.5K)

Filed 2026-10-30

Y-Intercept (Hong Kong) Ltd

NEW

Shares3,780

Change+3,780

Value$1.4M

Filed 2026-10-16

Oppenheimer Asset Management Inc.

DECREASED

Shares3,371 from 3,400

Change-29 (-1%)

Value$1.3M (+$275.0K)

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares3,150 from 5,056

Change-1,906 (-38%)

Value$1.2M (-$294.7K)

Filed 2026-11-04

Truist Financial Corp

DECREASED

Shares3,087 from 3,108

Change-21 (-1%)

Value$1.2M (+$253.5K)

Filed 2026-10-30

Atria Investments, Inc

INCREASED

Shares3,085 from 2,872

Change+213 (+7%)

Value$1.2M (+$322.0K)

Filed 2026-10-15

Pictet Asset Management Holding SA

UNCHANGED

Shares2,750 from 2,750

Change0 (0%)

Value$1.0M (+$231.3K)

Filed 2026-11-03

Hara Capital LLC

DECREASED

Shares2,669 from 2,981

Change-312 (-10%)

Value$1.0M (+$132.9K)

Filed 2026-10-30

Inspire Investing, LLC

DECREASED

Shares2,391 from 2,731

Change-340 (-12%)

Value$903.1K (+$101.3K)

Filed 2026-10-22

Quadrant Capital Group LLC

INCREASED

Shares2,365 from 2,356

Change+9 (+0%)

Value$860.2K (+$168.5K)

Filed 2026-10-20

Xponance LLC

DECREASED

Shares2,110 from 2,176

Change-66 (-3%)

Value$797.0K (+$158.1K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

INCREASED

Shares2,078 from 1,970

Change+108 (+5%)

Value$784.9K (+$206.5K)

Filed 2026-10-16

Ethic Inc.

NEW

Shares1,919

Change+1,919

Value$724.8K

Filed 2026-11-03

Park Avenue Securities LLC

DECREASED

Shares1,919 from 2,256

Change-337 (-15%)

Value$725.0K (+$62.0K)

Filed 2026-10-26

Frank, Rimerman Advisors LLC

UNCHANGED

Shares1,802 from 1,802

Change0 (0%)

Value$680.6K (+$151.5K)

Filed 2026-10-16

State of Alaska, Department of Revenue

DECREASED

Shares1,728 from 1,765

Change-37 (-2%)

Value$652.0K (+$134.0K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares1,634 from 926

Change+708 (+76%)

Value$588.9K (+$314.7K)

Filed 2026-10-13

B. Metzler seel. Sohn & Co. AG

UNCHANGED

Shares1,581 from 1,581

Change0 (0%)

Value$597.2K (+$133.0K)

Filed 2026-10-30

Blue Trust, Inc.

DECREASED

Shares1,496 from 1,571

Change-75 (-5%)

Value$565.2K (+$103.8K)

Filed 2026-10-15

AlphaCore Capital LLC

INCREASED

Shares1,396 from 1,098

Change+298 (+27%)

Value$527.3K (+$204.9K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares1,393 from 1,108

Change+285 (+26%)

Value$526.2K (+$200.8K)

Filed 2026-10-08

Patriot Financial Group Insurance Agency, LLC

INCREASED

Shares1,387 from 1,333

Change+54 (+4%)

Value$523.8K (+$132.4K)

Filed 2026-10-14

Keybank National Association

INCREASED

Shares1,353 from 771

Change+582 (+75%)

Value$511.0K (+$284.7K)

Filed 2026-11-04

Crossmark Global Holdings, Inc.

INCREASED

Shares1,341 from 816

Change+525 (+64%)

Value$506.5K (+$266.9K)

Filed 2026-10-21

NWF Advisory Services Inc.

DECREASED

Shares1,300 from 1,600

Change-300 (-19%)

Value$491.0K (+$21.2K)

Filed 2026-10-19

KBC Group NV

UNCHANGED

Shares1,169 from 1,169

Change0 (0%)

Value$442.0K (+$99.0K)

Filed 2026-10-22

Swiss Life Asset Management Ltd

UNCHANGED

Shares1,167 from 1,167

Change0 (0%)

Value$440.8K (+$98.1K)

Filed 2026-11-03

Busey Bank

DECREASED

Shares1,001 from 1,003

Change-2 (0%)

Value$378.1K (+$83.6K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

DECREASED

Shares968 from 1,097

Change-129 (-12%)

Value$365.6K (+$43.5K)

Filed 2026-11-02

First Citizens Bank & Trust Co

DECREASED

Shares913 from 2,300

Change-1,387 (-60%)

Value$344.8K (-$330.5K)

Filed 2026-10-14

Kestra Advisory Services, LLC

INCREASED

Shares911 from 821

Change+90 (+11%)

Value$344.1K (+$103.0K)

Filed 2026-11-02

Caitong International Asset Management Co., Ltd

NEW

Shares888

Change+888

Value$335.4K

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares865

Change+865

Value$326.7K

Filed 2026-10-30

Farnam Financial LLC

UNCHANGED

Shares773 from 773

Change0 (0%)

Value$273.4K (+$46.4K)

Filed 2026-10-21

Farther Finance Advisors, LLC

INCREASED

Shares768 from 761

Change+7 (+1%)

Value$290.1K (+$66.6K)

Filed 2026-10-08

Insight Wealth Strategies, LLC

DECREASED

Shares766 from 827

Change-61 (-7%)

Value$289.3K (+$43.6K)

Filed 2026-10-09

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares753 from 753

Change0 (0%)

Value$284.4K (+$63.3K)

Filed 2026-10-13

ABC Arbitrage SA

NEW

Shares732

Change+732

Value$276.5K

Filed 2026-10-23

Everhart Financial Group, Inc.

NEW

Shares731

Change+731

Value$276.1K

Filed 2026-10-08

ProShare Advisors LLC

DECREASED

Shares692 from 711

Change-19 (-3%)

Value$261.4K (+$52.6K)

Filed 2026-10-29

CIBC Asset Management Inc

NEW

Shares677

Change+677

Value$255.7K

Filed 2026-11-05

New York Life Investment Management LLC

DECREASED

Shares656 from 1,139

Change-483 (-42%)

Value$247.8K (-$86.6K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

INCREASED

Shares648 from 609

Change+39 (+6%)

Value$244.8K (+$65.9K)

Filed 2026-10-20

C2c Wealth Management, LLC

NEW

Shares632

Change+632

Value$238.7K

Filed 2026-10-20

Lido Advisors, LLC

NEW

Shares630

Change+630

Value$238.0K

Filed 2026-11-04

Cohen Capital Management, Inc.

NEW

Shares625

Change+625

Value$236.1K

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

NEW

Shares620

Change+620

Value$234.0K

Filed 2026-11-02

Sepio Capital, LP

NEW

Shares585

Change+585

Value$221.0K

Filed 2026-10-22

Fulcrum Asset Management LLP

DECREASED

Shares562 from 924

Change-362 (-39%)

Value$213.3K (-$59.6K)

Filed 2026-11-04

North Dakota State Investment Board

NEW

Shares556

Change+556

Value$210.0K

Filed 2026-10-27

Sterling Capital Management LLC

DECREASED

Shares525 from 546

Change-21 (-4%)

Value$198.3K (+$38.0K)

Filed 2026-10-22

Signaturefd, LLC

INCREASED

Shares437 from 288

Change+149 (+52%)

Value$165.1K (+$80.5K)

Filed 2026-10-23

Parallel Advisors, LLC

INCREASED

Shares366 from 359

Change+7 (+2%)

Value$138.2K (+$32.8K)

Filed 2026-11-03

Strs Ohio

DECREASED

Shares249 from 383

Change-134 (-35%)

Value$94.1K (-$18.4K)

Filed 2026-10-30

Bfsg, LLC

UNCHANGED

Shares237 from 237

Change0 (0%)

Value$89.7K (+$20.0K)

Filed 2026-10-30

Covestor Ltd

DECREASED

Shares218 from 287

Change-69 (-24%)

Value$82.0K (-$2.0K)

Filed 2026-10-30

Financial Management Professionals, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$75.5K (+$16.8K)

Filed 2026-10-23

Cape Investment Advisory, Inc.

DECREASED

Shares143 from 186

Change-43 (-23%)

Value$54.0K (-$599)

Filed 2026-10-13

Curat Global, LLC

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$52.9K (+$11.8K)

Filed 2026-10-26

Larson Financial Group LLC

INCREASED

Shares123 from 22

Change+101 (+459%)

Value$46.5K (+$40.0K)

Filed 2026-11-05

Versant Capital Management, Inc

INCREASED

Shares100 from 90

Change+10 (+11%)

Value$37.8K (+$11.3K)

Filed 2026-10-02

Asset Planning,Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$37.8K (+$8.4K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares90

Change+90

Value$34.0K

Filed 2026-10-21

Antipodes Partners Ltd

DECREASED

Shares85 from 113

Change-28 (-25%)

Value$32.1K (-$1.1K)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares79 from 65

Change+14 (+22%)

Value$29.8K (+$10.8K)

Filed 2026-10-26

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares69 from 67

Change+2 (+3%)

Value$26.1K (+$6.4K)

Filed 2026-10-27

Mather Group, Llc.

INCREASED

Shares66 from 58

Change+8 (+14%)

Value$24.9K (+$7.9K)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares61 from 51

Change+10 (+20%)

Value$23.0K (+$8.1K)

Filed 2026-10-16

Alpine Bank Wealth Management

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$20.8K (+$4.6K)

Filed 2026-10-16

Trust Co of Toledo NA

DECREASED

Shares50 from 118

Change-68 (-58%)

Value$18.9K (-$15.8K)

Filed 2026-10-16

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$18.9K (+$4.2K)

Filed 2026-11-05

Capital Advisors, Ltd. LLC

INCREASED

Shares37 from 35

Change+2 (+6%)

Value$14.0K (+$14.0K)

Filed 2026-10-27

SBI Securities Co., Ltd.

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$13.2K (+$2.9K)

Filed 2026-10-22

Fortitude Family Office, LLC

INCREASED

Shares34 from 32

Change+2 (+6%)

Value$12.8K (+$3.4K)

Filed 2026-10-14

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares34 from 36

Change-2 (-6%)

Value$12.8K (+$2.3K)

Filed 2026-10-05

Private Trust Co NA

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$12.8K (+$2.9K)

Filed 2026-10-20

Align Financial, LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$12.5K (+$2.8K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares32 from 29

Change+3 (+10%)

Value$12.1K (+$3.6K)

Filed 2026-11-04

Bayforest Capital Ltd

DECREASED

Shares29 from 682

Change-653 (-96%)

Value$11.0K (-$189.3K)

Filed 2026-11-03

Owl Creek Wealth Partners LLC

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$11.0K (+$2.4K)

Filed 2026-10-20

WPG Advisers, LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$9.1K (+$2.0K)

Filed 2026-10-27

Oakworth Capital, Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$9.1K (+$2.0K)

Filed 2026-10-26

Wolff Wiese Magana LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$8.7K (+$1.9K)

Filed 2026-10-15

Highline Wealth Partners LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$8.7K (+$1.9K)

Filed 2026-10-19

Gilpin Wealth Management, LLC

NEW

Shares22

Change+22

Value$8.3K

Filed 2026-10-09

Private Wealth Management Group, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$8.3K (+$1.9K)

Filed 2026-10-19

Elevation Wealth Partners, LLC

INCREASED

Shares21 from 4

Change+17 (+425%)

Value$7.9K (+$6.8K)

Filed 2026-10-07

Ashurst Perkins Coie Trust Co

NEW

Shares20

Change+20

Value$7.6K

Filed 2026-10-15

Elyxium Wealth, LLC

NEW

Shares19

Change+19

Value$7.2K

Filed 2026-10-27

True Wealth Design, LLC

INCREASED

Shares18 from 16

Change+2 (+13%)

Value$6.8K (+$2.1K)

Filed 2026-10-13

JFS Wealth Advisors, LLC

INCREASED

Shares18 from 17

Change+1 (+6%)

Value$6.8K (+$1.8K)

Filed 2026-11-03

Strengthening Families & Communities, LLC

DECREASED

Shares15 from 22

Change-7 (-32%)

Value$5.7K (-$793)

Filed 2026-10-21

Hughes Financial Services, LLC

INCREASED

Shares15 from 13

Change+2 (+15%)

Value$5.8K (+$1.9K)

Filed 2026-10-30

First Horizon Corp

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$5.7K (+$1.3K)

Filed 2026-10-26

Pension & Wealth Management Advisors, Inc.

NEW

Shares12

Change+12

Value$4.5K

Filed 2026-10-16

Parkside Financial Bank & Trust

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$4.5K (+$1.0K)

Filed 2026-10-27

High Note Wealth, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$4.2K (+$925)

Filed 2026-10-27

Financial Consulate, Inc

NEW

Shares10

Change+10

Value$3.8K

Filed 2026-10-23

Creative Capital Management Investments LLC

INCREASED

Shares9 from 7

Change+2 (+29%)

Value$3.4K (+$1.3K)

Filed 2026-10-28

Acumen Wealth Advisors, LLC

NEW

Shares7

Change+7

Value$2.6K

Filed 2026-11-05

Montag A & Associates Inc

NEW

Shares6

Change+6

Value$2.3K

Filed 2026-10-29

Bell Investment Advisors, Inc

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$2.3K (+$505)

Filed 2026-10-29

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$2.3K (+$505)

Filed 2026-10-16

Signature Equity Partners, LLC

DECREASED

Shares5 from 6

Change-1 (-17%)

Value$1.9K (+$127)

Filed 2026-10-29

Ares Financial Consulting, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$1.9K (+$421)

Filed 2026-10-19

CoreCap Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$1.9K (+$421)

Filed 2026-10-08

Bay Harbor Wealth Management, LLC

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$1.5K (+$924)

Filed 2026-11-03

Cromwell Holdings LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$1.5K (+$337)

Filed 2026-10-28

MV Capital Management, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$1.5K (+$336)

Filed 2026-10-29

Physician Wealth Advisors, Inc.

NEW

Shares2

Change+2

Value$756

Filed 2026-10-20

American Capital Advisory, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$756 (+$168)

Filed 2026-10-28

Bare Financial Services, Inc

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$755 (+$168)

Filed 2026-11-04

City Holding Co

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$755 (+$168)

Filed 2026-10-19

Silver Grove Financial Group, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$755 (+$168)

Filed 2026-11-05

Grove Bank & Trust

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$755 (+$168)

Filed 2026-10-08

James T. Borello RIA

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$755 (+$168)

Filed 2026-10-16

Balance Wealth Partners LLC

NEW

Shares1

Change+1

Value$340

Filed 2026-10-27

Buck Wealth Strategies, LLC

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$378 (-$209)

Filed 2026-10-28

DecisionPoint Financial, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$356 (+$58)

Filed 2026-10-27

TFC Financial Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$378 (+$84)

Filed 2026-10-26

TD Private Client Wealth LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$378 (+$84)

Filed 2026-10-28

Key FInancial Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$378 (+$84)

Filed 2026-11-02

Fideuram - Intesa Sanpaolo Private Banking S.P.A.

CLOSED

Shares0 from 8,221

Change-8,221 (-100%)

Value$0 (-$2.4M)

Filed 2026-10-22

Skylands Capital, LLC

CLOSED

Shares0 from 7,225

Change-7,225 (-100%)

Value$0 (-$2.1M)

Filed 2026-10-21

Kornitzer Capital Management Inc

CLOSED

Shares0 from 6,126

Change-6,126 (-100%)

Value$0 (-$1.8M)

Filed 2026-11-03

Azzad Asset Management Inc

CLOSED

Shares0 from 1,908

Change-1,908 (-100%)

Value$0 (-$560.2K)

Filed 2026-11-04

Inscription Capital, LLC

CLOSED

Shares0 from 1,363

Change-1,363 (-100%)

Value$0 (-$400.2K)

Filed 2026-11-02

Clear Harbor Asset Management, LLC

CLOSED

Shares0 from 969

Change-969 (-100%)

Value$0 (-$284.5K)

Filed 2026-11-05

Simplex Trading, LLC

CLOSED

Shares0 from 136

Change-136 (-100%)

Value$0 (-$39.9K)

Filed 2026-11-04

GHP Investment Advisors, Inc.

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$4.7K)

Filed 2026-10-15

Pinnacle Bancorp, Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-21

Cornerstone Planning Group LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$2.4K)

Filed 2026-10-16

MJT & Associates Financial Advisory Group, Inc.

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-07

Investors Research Corp

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-07

Advocate Investing Services LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-26

Strategic Advocates LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$1.2K)

Filed 2026-11-03

Navigoe, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-11-04

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$294)

Filed 2026-10-15

First Eagle Investment Management, LLC

N/A

Shares— from 2,606,219

Change-2,606,219 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,698,929

Change-1,698,929 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 826,972

Change-826,972 (-100%)

Value—

Ariel Investments, LLC

N/A

Shares— from 816,751

Change-816,751 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 816,198

Change-816,198 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 580,752

Change-580,752 (-100%)

Value—

State Street Corp

N/A

Shares— from 571,762

Change-571,762 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 490,412

Change-490,412 (-100%)

Value—

Capital World Investors

N/A

Shares— from 462,457

Change-462,457 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 443,483

Change-443,483 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 418,884

Change-418,884 (-100%)

Value—

First Pacific Advisors, LP

N/A

Shares— from 401,861

Change-401,861 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 347,575

Change-347,575 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 328,897

Change-328,897 (-100%)

Value—

UBS Group AG

N/A

Shares— from 308,325

Change-308,325 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 273,377

Change-273,377 (-100%)

Value—

Barclays PLC

N/A

Shares— from 267,634

Change-267,634 (-100%)

Value—

Deerfield Management Company, L.P.

N/A

Shares— from 226,070

Change-226,070 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 218,285

Change-218,285 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 195,538

Change-195,538 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 193,682

Change-193,682 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 192,711

Change-192,711 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 190,285

Change-190,285 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 181,225

Change-181,225 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 170,802

Change-170,802 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 166,905

Change-166,905 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 166,262

Change-166,262 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 140,113

Change-140,113 (-100%)

Value—

Thompson Siegel & Walmsley LLC

N/A

Shares— from 129,881

Change-129,881 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 127,191

Change-127,191 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 122,126

Change-122,126 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 116,909

Change-116,909 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 114,403

Change-114,403 (-100%)

Value—

ING Groep NV

N/A

Shares— from 112,700

Change-112,700 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 111,812

Change-111,812 (-100%)

Value—

Norges Bank

N/A

Shares— from 111,580

Change-111,580 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 105,449

Change-105,449 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 102,605

Change-102,605 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 101,580

Change-101,580 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 97,500

Change-97,500 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 94,209

Change-94,209 (-100%)

Value—

JNE Partners LLP

N/A

Shares— from 88,511

Change-88,511 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 87,780

Change-87,780 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 82,389

Change-82,389 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 78,878

Change-78,878 (-100%)

Value—

Mawer Investment Management Ltd.

N/A

Shares— from 71,577

Change-71,577 (-100%)

Value—

Tikvah Management LLC

N/A

Shares— from 68,604

Change-68,604 (-100%)

Value—

Qvidtvm Management LLC

N/A

Shares— from 66,243

Change-66,243 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 65,000

Change-65,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 60,819

Change-60,819 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 60,249

Change-60,249 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 59,895

Change-59,895 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 45,140

Change-45,140 (-100%)

Value—

Portolan Capital Management, LLC

N/A

Shares— from 42,620

Change-42,620 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 39,708

Change-39,708 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 37,558

Change-37,558 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 36,941

Change-36,941 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 36,847

Change-36,847 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 36,444

Change-36,444 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 36,320

Change-36,320 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 36,283

Change-36,283 (-100%)

Value—

Sector Gamma AS

N/A

Shares— from 33,350

Change-33,350 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 30,004

Change-30,004 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 29,493

Change-29,493 (-100%)

Value—

Palliser Capital (UK) LtdA

N/A

Shares— from 27,954

Change-27,954 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 26,750

Change-26,750 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 25,900

Change-25,900 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Winslow Asset Management Inc

N/A

Shares— from 24,773

Change-24,773 (-100%)

Value—

Concentric Capital Strategies, LP

N/A

Shares— from 23,692

Change-23,692 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 22,502

Change-22,502 (-100%)

Value—

Hound Partners, LLC

N/A

Shares— from 22,481

Change-22,481 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 21,359

Change-21,359 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 20,766

Change-20,766 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 19,287

Change-19,287 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 19,256

Change-19,256 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 18,980

Change-18,980 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 18,205

Change-18,205 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 17,841

Change-17,841 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 17,582

Change-17,582 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 17,435

Change-17,435 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 16,649

Change-16,649 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 16,448

Change-16,448 (-100%)

Value—

Ayal Capital Advisors Ltd

N/A

Shares— from 16,333

Change-16,333 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 15,663

Change-15,663 (-100%)

Value—

Amundi

N/A

Shares— from 15,057

Change-15,057 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 15,011

Change-15,011 (-100%)

Value—

Longaeva Partners L.P.

N/A

Shares— from 14,639

Change-14,639 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 14,205

Change-14,205 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 14,068

Change-14,068 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 14,056

Change-14,056 (-100%)

Value—

PFM Health Sciences, LP

N/A

Shares— from 13,995

Change-13,995 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 13,875

Change-13,875 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 13,718

Change-13,718 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 13,664

Change-13,664 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 13,304

Change-13,304 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 12,394

Change-12,394 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 11,475

Change-11,475 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 10,360

Change-10,360 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 10,320

Change-10,320 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,758

Change-9,758 (-100%)

Value—

Boston Partners

N/A

Shares— from 9,040

Change-9,040 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,674

Change-8,674 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 8,419

Change-8,419 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,356

Change-8,356 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,353

Change-8,353 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 8,054

Change-8,054 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 7,850

Change-7,850 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 7,736

Change-7,736 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,519

Change-7,519 (-100%)

Value—

Slotnik Capital, LLC

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

US Bancorp \de\

N/A

Shares— from 7,468

Change-7,468 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,149

Change-7,149 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 7,053

Change-7,053 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 6,903

Change-6,903 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 6,832

Change-6,832 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 6,686

Change-6,686 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 6,332

Change-6,332 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 5,488

Change-5,488 (-100%)

Value—

Nano Cap New Millennium Growth Fund L P

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,931

Change-4,931 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 4,845

Change-4,845 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 4,836

Change-4,836 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 4,772

Change-4,772 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 4,464

Change-4,464 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 4,380

Change-4,380 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 4,352

Change-4,352 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,305

Change-4,305 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 4,258

Change-4,258 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 4,100

Change-4,100 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 4,052

Change-4,052 (-100%)

Value—

New Mexico Educational Retirement Board

N/A

Shares— from 3,900

Change-3,900 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 3,866

Change-3,866 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,427

Change-3,427 (-100%)

Value—

Allstate Corp

N/A

Shares— from 3,340

Change-3,340 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,332

Change-3,332 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 3,332

Change-3,332 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 3,300

Change-3,300 (-100%)

Value—

Westport Asset Management Inc

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 2,909

Change-2,909 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 2,878

Change-2,878 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,801

Change-2,801 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 2,749

Change-2,749 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 2,726

Change-2,726 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 2,720

Change-2,720 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 2,670

Change-2,670 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 2,662

Change-2,662 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 2,570

Change-2,570 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 2,444

Change-2,444 (-100%)

Value—

&partners

N/A

Shares— from 2,274

Change-2,274 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 2,251

Change-2,251 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 2,245

Change-2,245 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 2,219

Change-2,219 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 2,139

Change-2,139 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,086

Change-2,086 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 2,018

Change-2,018 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 2,015

Change-2,015 (-100%)

Value—

SIH Partners, Lllp

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Fortress Private Ledger, LLC

N/A

Shares— from 1,930

Change-1,930 (-100%)

Value—

William B. Walkup & Associates, Inc.

N/A

Shares— from 1,854

Change-1,854 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 1,834

Change-1,834 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 1,720

Change-1,720 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 1,643

Change-1,643 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 1,532

Change-1,532 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 1,519

Change-1,519 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,481

Change-1,481 (-100%)

Value—

Man Group plc

N/A

Shares— from 1,437

Change-1,437 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 1,418

Change-1,418 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 1,389

Change-1,389 (-100%)

Value—

CIM Investment Management Inc

N/A

Shares— from 1,360

Change-1,360 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,351

Change-1,351 (-100%)

Value—

Securian Asset Management, Inc

N/A

Shares— from 1,324

Change-1,324 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,303

Change-1,303 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 1,295

Change-1,295 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 1,229

Change-1,229 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,219

Change-1,219 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,195

Change-1,195 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,061

Change-1,061 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 1,053

Change-1,053 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 1,052

Change-1,052 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 954

Change-954 (-100%)

Value—

Utah Retirement Systems

N/A

Shares— from 947

Change-947 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 944

Change-944 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 920

Change-920 (-100%)

Value—

WFA of San Diego, LLC

N/A

Shares— from 915

Change-915 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 890

Change-890 (-100%)

Value—

Maryland State Retirement & Pension System

N/A

Shares— from 883

Change-883 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 855

Change-855 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 847

Change-847 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 802

Change-802 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 801

Change-801 (-100%)

Value—

Meeder Advisory Services, Inc.

N/A

Shares— from 775

Change-775 (-100%)

Value—

Claret Asset Management Corp

N/A

Shares— from 763

Change-763 (-100%)

Value—

Twinbeech Capital LP

N/A

Shares— from 750

Change-750 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 720

Change-720 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 714

Change-714 (-100%)

Value—

Silver Oak Advisory Group, Inc.

N/A

Shares— from 682

Change-682 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 572

Change-572 (-100%)

Value—

Rowlandmiller & Partners.adv

N/A

Shares— from 550

Change-550 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 447

Change-447 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 425

Change-425 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 403

Change-403 (-100%)

Value—

Eurizon Capital SGR S.p.A.

N/A

Shares— from 403

Change-403 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 393

Change-393 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 370

Change-370 (-100%)

Value—

Dixon Mitchell Investment Counsel Inc.

N/A

Shares— from 366

Change-366 (-100%)

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BNP Paribas Asset Management Holding S.A.

N/A

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Arax Advisory Partners

N/A

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Smartleaf Asset Management LLC

N/A

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UMB Bank, n.a.

N/A

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Change-227 (-100%)

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Whittier Trust Co

N/A

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Change-221 (-100%)

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Elequin Capital, LP

N/A

Shares— from 217

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Itau Unibanco Holding S.A.

N/A

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Nomura Asset Management Co LTD

N/A

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Change-184 (-100%)

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Bessemer Group Inc

N/A

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Change-158 (-100%)

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Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 135

Change-135 (-100%)

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Steward Partners Investment Advisory, LLC

N/A

Shares— from 134

Change-134 (-100%)

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Northwestern Mutual Wealth Management Co

N/A

Shares— from 103

Change-103 (-100%)

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Wellington-Altus USA Inc.

N/A

Shares— from 101

Change-101 (-100%)

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NewEdge Advisors, LLC

N/A

Shares— from 91

Change-91 (-100%)

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Quent Capital, LLC

N/A

Shares— from 84

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LOS Angeles Capital Management LLC

N/A

Shares— from 74

Change-74 (-100%)

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Park Place Capital Corp

N/A

Shares— from 68

Change-68 (-100%)

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Continuum Advisory, LLC

N/A

Shares— from 67

Change-67 (-100%)

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Harbour Investments, Inc.

N/A

Shares— from 61

Change-61 (-100%)

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Allworth Financial LP

N/A

Shares— from 52

Change-52 (-100%)

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HM Payson & Co

N/A

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Change-50 (-100%)

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BFC Planning, Inc.

N/A

Shares— from 35

Change-35 (-100%)

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CVA Family Office, LLC

N/A

Shares— from 34

Change-34 (-100%)

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Basecamp Wealth Advisors LLC

N/A

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Change-30 (-100%)

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Evelyn Partners Group Ltd

N/A

Shares— from 27

Change-27 (-100%)

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Brown Brothers Harriman & Co

N/A

Shares— from 23

Change-23 (-100%)

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Danske Bank A/S

N/A

Shares— from 20

Change-20 (-100%)

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Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 20

Change-20 (-100%)

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Bogart Wealth, LLC

N/A

Shares— from 16

Change-16 (-100%)

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Financial Gravity Companies, Inc.

N/A

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Change-15 (-100%)

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Fiduciary Financial Advisors

N/A

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Change-12 (-100%)

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Keating Financial Advisory Services, Inc.

N/A

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Change-10 (-100%)

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Rothschild Investment LLC

N/A

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Change-8 (-100%)

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Zions Bancorporation, National Association

N/A

Shares— from 8

Change-8 (-100%)

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Rialto Wealth Management, LLC

N/A

Shares— from 7

Change-7 (-100%)

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Sachetta, LLC

N/A

Shares— from 6

Change-6 (-100%)

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Raffa Wealth Management, LLC

N/A

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Change-6 (-100%)

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Caldwell Sutter Capital, Inc.

N/A

Shares— from 6

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Quarry LP

N/A

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Change-6 (-100%)

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Transamerica Financial Advisors, LLC

N/A

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Change-5 (-100%)

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First Command Advisory Services, Inc.

N/A

Shares— from 5

Change-5 (-100%)

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Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 4

Change-4 (-100%)

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HFM Investment Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

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LRI Investments, LLC

N/A

Shares— from 2

Change-2 (-100%)

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Strategic Wealth Partners, Ltd.

N/A

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SouthState Bank Corp

N/A

Shares— from 2

Change-2 (-100%)

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SHP Wealth Management

N/A

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Change-2 (-100%)

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Ameriflex Group, Inc.

N/A

Shares— from 2

Change-2 (-100%)

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Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Motco

N/A

Shares— from 1

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Value—

	Status
Dimensional Fund Advisors LP	DECREASED	885,977	944,548	-58,571	-6%	$277.3M	$334.6M	+$57.3M	2026-11-04
Assenagon Asset Management S.A.	DECREASED	147,506	233,227	-85,721	-37%	$68.5M	$55.7M	-$12.8M	2026-10-15
Bank of New York Mellon Corp	INCREASED	114,662	113,854	+808	+1%	$33.4M	$43.3M	+$9.9M	2026-11-05
Boston Trust Walden Corp	DECREASED	105,556	111,167	-5,611	-5%	$32.6M	$39.9M	+$7.2M	2026-10-30
Hosking Partners LLP	INCREASED	95,472	94,430	+1,042	+1%	$27.7M	$36.1M	+$8.3M	2026-10-21
Exchange Traded Concepts, LLC	INCREASED	87,691	72,116	+15,575	+22%	$21.2M	$33.1M	+$11.9M	2026-10-28
Arnhold LLC	UNCHANGED	55,568	55,568	0	0%	$16.3M	$21.0M	+$4.7M	2026-10-26
Assetmark, Inc	INCREASED	45,156	44,277	+879	+2%	$13.0M	$17.1M	+$4.1M	2026-10-21
Principal Financial Group Inc	INCREASED	41,816	40,905	+911	+2%	$12.0M	$15.8M	+$3.8M	2026-11-02
Marathon Asset Management Ltd	DECREASED	38,371	41,975	-3,604	-9%	$12.3M	$14.5M	+$2.2M	2026-10-26
Allspring Global Investments Holdings, LLC	DECREASED	22,157	69,598	-47,441	-68%	$20.7M	$7.9M	-$12.8M	2026-11-04
Retirement Systems of Alabama	INCREASED	18,781	18,628	+153	+1%	$5.5M	$7.1M	+$1.6M	2026-11-04
Creative Planning	INCREASED	17,639	12,771	+4,868	+38%	$3.7M	$6.7M	+$2.9M	2026-11-02
New York State Teachers Retirement System	DECREASED	15,554	16,464	-910	-6%	$4.8M	$5.9M	+$1.0M	2026-10-22
DekaBank Deutsche Girozentrale	DECREASED	11,344	12,211	-867	-7%	$3.4K	$4.3M	+$4.3M	2026-10-27
Amalgamated Bank	INCREASED	8,125	7,979	+146	+2%	$2.3M	$3.1M	+$726.0K	2026-10-23
Sivik Global Healthcare LLC	DECREASED	8,000	10,000	-2,000	-20%	$2.8K	$3.0M	+$3.0M	2026-10-13
Mutual of America Capital Management LLC	DECREASED	6,634	6,689	-55	-1%	$2.0M	$2.5M	+$541.8K	2026-10-23
Virginia Retirement Systems ET Al	DECREASED	6,130	6,690	-560	-8%	$2.0M	$2.3M	+$351.1K	2026-10-28
Pavaki Capital Management LLC	UNCHANGED	6,000	6,000	0	0%	$1.8M	$2.3M	+$504.6K	2026-10-26
State of New Jersey Common Pension Fund D	DECREASED	5,943	6,562	-619	-9%	$1.9M	$2.2M	+$318.1K	2026-11-05
Thrivent Financial for Lutherans	INCREASED	5,484	5,020	+464	+9%	$1.5M	$2.1M	+$597.0K	2026-11-05
Louisiana State Employees Retirement System	INCREASED	5,400	5,300	+100	+2%	$1.6M	$2.0M	+$483.5K	2026-10-20
Regions Financial Corp	DECREASED	5,089	5,222	-133	-3%	$1.5M	$1.9M	+$388.9K	2026-11-05
Arizona State Retirement System	INCREASED	5,041	4,991	+50	+1%	$1.5M	$1.9M	+$438.6K	2026-11-03
Gateway Investment Advisers LLC	NEW	4,351	—	+4,351	—	—	$1.6M	—	2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	4,346	4,312	+34	+1%	$1.3M	$1.6M	+$375.5K	2026-11-03
State of Michigan Retirement System	INCREASED	4,300	4,200	+100	+2%	$1.2M	$1.6M	+$391.0K	2026-10-27
Focused Alpha, LLC	UNCHANGED	4,205	4,205	0	0%	$1.2M	$1.6M	+$353.6K	2026-10-20
Yousif Capital Management, LLC	DECREASED	3,989	4,244	-255	-6%	$1.2M	$1.5M	+$260.6K	2026-10-22
Oregon Public Employees Retirement Fund	INCREASED	3,808	3,722	+86	+2%	$1.1M	$1.4M	+$345.5K	2026-10-30
Y-Intercept (Hong Kong) Ltd	NEW	3,780	—	+3,780	—	—	$1.4M	—	2026-10-16
Oppenheimer Asset Management Inc.	DECREASED	3,371	3,400	-29	-1%	$998.3K	$1.3M	+$275.0K	2026-10-27
Citigroup Inc	DECREASED	3,150	5,056	-1,906	-38%	$1.5M	$1.2M	-$294.7K	2026-11-04
Truist Financial Corp	DECREASED	3,087	3,108	-21	-1%	$912.5K	$1.2M	+$253.5K	2026-10-30
Atria Investments, Inc	INCREASED	3,085	2,872	+213	+7%	$843.2K	$1.2M	+$322.0K	2026-10-15
Pictet Asset Management Holding SA	UNCHANGED	2,750	2,750	0	0%	$807.4K	$1.0M	+$231.3K	2026-11-03
Hara Capital LLC	DECREASED	2,669	2,981	-312	-10%	$875.3K	$1.0M	+$132.9K	2026-10-30
Inspire Investing, LLC	DECREASED	2,391	2,731	-340	-12%	$801.8K	$903.1K	+$101.3K	2026-10-22
Quadrant Capital Group LLC	INCREASED	2,365	2,356	+9	+0%	$691.7K	$860.2K	+$168.5K	2026-10-20
Xponance LLC	DECREASED	2,110	2,176	-66	-3%	$638.9K	$797.0K	+$158.1K	2026-11-03
Concurrent Investment Advisors, LLC	INCREASED	2,078	1,970	+108	+5%	$578.4K	$784.9K	+$206.5K	2026-10-16
Ethic Inc.	NEW	1,919	—	+1,919	—	—	$724.8K	—	2026-11-03
Park Avenue Securities LLC	DECREASED	1,919	2,256	-337	-15%	$663.0K	$725.0K	+$62.0K	2026-10-26
Frank, Rimerman Advisors LLC	UNCHANGED	1,802	1,802	0	0%	$529.1K	$680.6K	+$151.5K	2026-10-16
State of Alaska, Department of Revenue	DECREASED	1,728	1,765	-37	-2%	$518.0K	$652.0K	+$134.0K	2026-10-15
Wealth Enhancement Advisory Services, LLC	INCREASED	1,634	926	+708	+76%	$274.2K	$588.9K	+$314.7K	2026-10-13
B. Metzler seel. Sohn & Co. AG	UNCHANGED	1,581	1,581	0	0%	$464.2K	$597.2K	+$133.0K	2026-10-30
Blue Trust, Inc.	DECREASED	1,496	1,571	-75	-5%	$461.3K	$565.2K	+$103.8K	2026-10-15
AlphaCore Capital LLC	INCREASED	1,396	1,098	+298	+27%	$322.4K	$527.3K	+$204.9K	2026-11-04
Gamma Investing LLC	INCREASED	1,393	1,108	+285	+26%	$325.3K	$526.2K	+$200.8K	2026-10-08
Patriot Financial Group Insurance Agency, LLC	INCREASED	1,387	1,333	+54	+4%	$391.4K	$523.8K	+$132.4K	2026-10-14
Keybank National Association	INCREASED	1,353	771	+582	+75%	$226.4K	$511.0K	+$284.7K	2026-11-04
Crossmark Global Holdings, Inc.	INCREASED	1,341	816	+525	+64%	$239.6K	$506.5K	+$266.9K	2026-10-21
NWF Advisory Services Inc.	DECREASED	1,300	1,600	-300	-19%	$469.8K	$491.0K	+$21.2K	2026-10-19
KBC Group NV	UNCHANGED	1,169	1,169	0	0%	$343.0K	$442.0K	+$99.0K	2026-10-22
Swiss Life Asset Management Ltd	UNCHANGED	1,167	1,167	0	0%	$342.6K	$440.8K	+$98.1K	2026-11-03
Busey Bank	DECREASED	1,001	1,003	-2	0%	$294.5K	$378.1K	+$83.6K	2026-10-26
Commonwealth Equity Services, LLC	DECREASED	968	1,097	-129	-12%	$322.1K	$365.6K	+$43.5K	2026-11-02
First Citizens Bank & Trust Co	DECREASED	913	2,300	-1,387	-60%	$675.3K	$344.8K	-$330.5K	2026-10-14
Kestra Advisory Services, LLC	INCREASED	911	821	+90	+11%	$241.1K	$344.1K	+$103.0K	2026-11-02
Caitong International Asset Management Co., Ltd	NEW	888	—	+888	—	—	$335.4K	—	2026-10-29
Provenance Wealth Advisors, LLC	NEW	865	—	+865	—	—	$326.7K	—	2026-10-30
Farnam Financial LLC	UNCHANGED	773	773	0	0%	$227.0K	$273.4K	+$46.4K	2026-10-21
Farther Finance Advisors, LLC	INCREASED	768	761	+7	+1%	$223.4K	$290.1K	+$66.6K	2026-10-08
Insight Wealth Strategies, LLC	DECREASED	766	827	-61	-7%	$245.7K	$289.3K	+$43.6K	2026-10-09
Beacon Investment Advisory Services, Inc.	UNCHANGED	753	753	0	0%	$221.1K	$284.4K	+$63.3K	2026-10-13
ABC Arbitrage SA	NEW	732	—	+732	—	—	$276.5K	—	2026-10-23
Everhart Financial Group, Inc.	NEW	731	—	+731	—	—	$276.1K	—	2026-10-08
ProShare Advisors LLC	DECREASED	692	711	-19	-3%	$208.8K	$261.4K	+$52.6K	2026-10-29
CIBC Asset Management Inc	NEW	677	—	+677	—	—	$255.7K	—	2026-11-05
New York Life Investment Management LLC	DECREASED	656	1,139	-483	-42%	$334.4K	$247.8K	-$86.6K	2026-11-04
Nisa Investment Advisors, LLC	INCREASED	648	609	+39	+6%	$178.8K	$244.8K	+$65.9K	2026-10-20
C2c Wealth Management, LLC	NEW	632	—	+632	—	—	$238.7K	—	2026-10-20
Lido Advisors, LLC	NEW	630	—	+630	—	—	$238.0K	—	2026-11-04
Cohen Capital Management, Inc.	NEW	625	—	+625	—	—	$236.1K	—	2026-10-14
Cambridge Investment Research Advisors, Inc.	NEW	620	—	+620	—	—	$234.0K	—	2026-11-02
Sepio Capital, LP	NEW	585	—	+585	—	—	$221.0K	—	2026-10-22
Fulcrum Asset Management LLP	DECREASED	562	924	-362	-39%	$272.9K	$213.3K	-$59.6K	2026-11-04
North Dakota State Investment Board	NEW	556	—	+556	—	—	$210.0K	—	2026-10-27
Sterling Capital Management LLC	DECREASED	525	546	-21	-4%	$160.3K	$198.3K	+$38.0K	2026-10-22
Signaturefd, LLC	INCREASED	437	288	+149	+52%	$84.6K	$165.1K	+$80.5K	2026-10-23
Parallel Advisors, LLC	INCREASED	366	359	+7	+2%	$105.4K	$138.2K	+$32.8K	2026-11-03
Strs Ohio	DECREASED	249	383	-134	-35%	$112.5K	$94.1K	-$18.4K	2026-10-30
Bfsg, LLC	UNCHANGED	237	237	0	0%	$69.7K	$89.7K	+$20.0K	2026-10-30
Covestor Ltd	DECREASED	218	287	-69	-24%	$84.0K	$82.0K	-$2.0K	2026-10-30
Financial Management Professionals, Inc.	UNCHANGED	200	200	0	0%	$58.7K	$75.5K	+$16.8K	2026-10-23
Cape Investment Advisory, Inc.	DECREASED	143	186	-43	-23%	$54.6K	$54.0K	-$599	2026-10-13
Curat Global, LLC	UNCHANGED	140	140	0	0%	$41.1K	$52.9K	+$11.8K	2026-10-26
Larson Financial Group LLC	INCREASED	123	22	+101	+459%	$6.5K	$46.5K	+$40.0K	2026-11-05
Versant Capital Management, Inc	INCREASED	100	90	+10	+11%	$26.4K	$37.8K	+$11.3K	2026-10-02
Asset Planning,Inc	UNCHANGED	100	100	0	0%	$29.4K	$37.8K	+$8.4K	2026-10-26
Root Financial Partners, LLC	NEW	90	—	+90	—	—	$34.0K	—	2026-10-21
Antipodes Partners Ltd	DECREASED	85	113	-28	-25%	$33.2K	$32.1K	-$1.1K	2026-11-05
SJS Investment Consulting Inc.	INCREASED	79	65	+14	+22%	$19.1K	$29.8K	+$10.8K	2026-10-26
Pinnacle Wealth Planning Services, Inc.	INCREASED	69	67	+2	+3%	$19.7K	$26.1K	+$6.4K	2026-10-27
Mather Group, Llc.	INCREASED	66	58	+8	+14%	$17.0K	$24.9K	+$7.9K	2026-10-14
IFP Advisors, Inc	INCREASED	61	51	+10	+20%	$15.0K	$23.0K	+$8.1K	2026-10-16
Alpine Bank Wealth Management	UNCHANGED	55	55	0	0%	$16.1K	$20.8K	+$4.6K	2026-10-16
Trust Co of Toledo NA	DECREASED	50	118	-68	-58%	$34.6K	$18.9K	-$15.8K	2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	50	50	0	0%	$14.7K	$18.9K	+$4.2K	2026-11-05
Capital Advisors, Ltd. LLC	INCREASED	37	35	+2	+6%	$10	$14.0K	+$14.0K	2026-10-27
SBI Securities Co., Ltd.	UNCHANGED	35	35	0	0%	$10.3K	$13.2K	+$2.9K	2026-10-22
Fortitude Family Office, LLC	INCREASED	34	32	+2	+6%	$9.4K	$12.8K	+$3.4K	2026-10-14
MassMutual Private Wealth & Trust, FSB	DECREASED	34	36	-2	-6%	$10.6K	$12.8K	+$2.3K	2026-10-05
Private Trust Co NA	UNCHANGED	34	34	0	0%	$10.0K	$12.8K	+$2.9K	2026-10-20
Align Financial, LLC	UNCHANGED	33	33	0	0%	$9.7K	$12.5K	+$2.8K	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	32	29	+3	+10%	$8.5K	$12.1K	+$3.6K	2026-11-04
Bayforest Capital Ltd	DECREASED	29	682	-653	-96%	$200.2K	$11.0K	-$189.3K	2026-11-03
Owl Creek Wealth Partners LLC	UNCHANGED	29	29	0	0%	$8.5K	$11.0K	+$2.4K	2026-10-20
WPG Advisers, LLC	UNCHANGED	24	24	0	0%	$7.0K	$9.1K	+$2.0K	2026-10-27
Oakworth Capital, Inc.	UNCHANGED	24	24	0	0%	$7.0K	$9.1K	+$2.0K	2026-10-26
Wolff Wiese Magana LLC	UNCHANGED	23	23	0	0%	$6.8K	$8.7K	+$1.9K	2026-10-15
Highline Wealth Partners LLC	UNCHANGED	23	23	0	0%	$6.8K	$8.7K	+$1.9K	2026-10-19
Gilpin Wealth Management, LLC	NEW	22	—	+22	—	—	$8.3K	—	2026-10-09
Private Wealth Management Group, LLC	UNCHANGED	22	22	0	0%	$6.5K	$8.3K	+$1.9K	2026-10-19
Elevation Wealth Partners, LLC	INCREASED	21	4	+17	+425%	$1.2K	$7.9K	+$6.8K	2026-10-07
Ashurst Perkins Coie Trust Co	NEW	20	—	+20	—	—	$7.6K	—	2026-10-15
Elyxium Wealth, LLC	NEW	19	—	+19	—	—	$7.2K	—	2026-10-27
True Wealth Design, LLC	INCREASED	18	16	+2	+13%	$4.7K	$6.8K	+$2.1K	2026-10-13
JFS Wealth Advisors, LLC	INCREASED	18	17	+1	+6%	$5.0K	$6.8K	+$1.8K	2026-11-03
Strengthening Families & Communities, LLC	DECREASED	15	22	-7	-32%	$6.5K	$5.7K	-$793	2026-10-21
Hughes Financial Services, LLC	INCREASED	15	13	+2	+15%	$3.8K	$5.8K	+$1.9K	2026-10-30
First Horizon Corp	UNCHANGED	15	15	0	0%	$4.4K	$5.7K	+$1.3K	2026-10-26
Pension & Wealth Management Advisors, Inc.	NEW	12	—	+12	—	—	$4.5K	—	2026-10-16
Parkside Financial Bank & Trust	UNCHANGED	12	12	0	0%	$3.5K	$4.5K	+$1.0K	2026-10-27
High Note Wealth, LLC	UNCHANGED	11	11	0	0%	$3.2K	$4.2K	+$925	2026-10-27
Financial Consulate, Inc	NEW	10	—	+10	—	—	$3.8K	—	2026-10-23
Creative Capital Management Investments LLC	INCREASED	9	7	+2	+29%	$2.1K	$3.4K	+$1.3K	2026-10-28
Acumen Wealth Advisors, LLC	NEW	7	—	+7	—	—	$2.6K	—	2026-11-05
Montag A & Associates Inc	NEW	6	—	+6	—	—	$2.3K	—	2026-10-29
Bell Investment Advisors, Inc	UNCHANGED	6	6	0	0%	$1.8K	$2.3K	+$505	2026-10-29
DiNuzzo Private Wealth, Inc.	UNCHANGED	6	6	0	0%	$1.8K	$2.3K	+$505	2026-10-16
Signature Equity Partners, LLC	DECREASED	5	6	-1	-17%	$1.8K	$1.9K	+$127	2026-10-29
Ares Financial Consulting, LLC	UNCHANGED	5	5	0	0%	$1.5K	$1.9K	+$421	2026-10-19
CoreCap Advisors, LLC	UNCHANGED	5	5	0	0%	$1.5K	$1.9K	+$421	2026-10-08
Bay Harbor Wealth Management, LLC	INCREASED	4	2	+2	+100%	$587	$1.5K	+$924	2026-11-03
Cromwell Holdings LLC	UNCHANGED	4	4	0	0%	$1.2K	$1.5K	+$337	2026-10-28
MV Capital Management, Inc.	UNCHANGED	4	4	0	0%	$1.2K	$1.5K	+$336	2026-10-29
Physician Wealth Advisors, Inc.	NEW	2	—	+2	—	—	$756	—	2026-10-20
American Capital Advisory, LLC	UNCHANGED	2	2	0	0%	$588	$756	+$168	2026-10-28
Bare Financial Services, Inc	UNCHANGED	2	2	0	0%	$587	$755	+$168	2026-11-04
City Holding Co	UNCHANGED	2	2	0	0%	$587	$755	+$168	2026-10-19
Silver Grove Financial Group, Inc.	UNCHANGED	2	2	0	0%	$587	$755	+$168	2026-11-05
Grove Bank & Trust	UNCHANGED	2	2	0	0%	$587	$755	+$168	2026-10-08
James T. Borello RIA	UNCHANGED	2	2	0	0%	$587	$755	+$168	2026-10-16
Balance Wealth Partners LLC	NEW	1	—	+1	—	—	$340	—	2026-10-27
Buck Wealth Strategies, LLC	DECREASED	1	2	-1	-50%	$587	$378	-$209	2026-10-28
DecisionPoint Financial, LLC	UNCHANGED	1	1	0	0%	$298	$356	+$58	2026-10-27
TFC Financial Management, Inc.	UNCHANGED	1	1	0	0%	$294	$378	+$84	2026-10-26
TD Private Client Wealth LLC	UNCHANGED	1	1	0	0%	$294	$378	+$84	2026-10-28
Key FInancial Inc	UNCHANGED	1	1	0	0%	$294	$378	+$84	2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	CLOSED	0	8,221	-8,221	-100%	$2.4M	$0	-$2.4M	2026-10-22
Skylands Capital, LLC	CLOSED	0	7,225	-7,225	-100%	$2.1M	$0	-$2.1M	2026-10-21
Kornitzer Capital Management Inc	CLOSED	0	6,126	-6,126	-100%	$1.8M	$0	-$1.8M	2026-11-03
Azzad Asset Management Inc	CLOSED	0	1,908	-1,908	-100%	$560.2K	$0	-$560.2K	2026-11-04
Inscription Capital, LLC	CLOSED	0	1,363	-1,363	-100%	$400.2K	$0	-$400.2K	2026-11-02
Clear Harbor Asset Management, LLC	CLOSED	0	969	-969	-100%	$284.5K	$0	-$284.5K	2026-11-05
Simplex Trading, LLC	CLOSED	0	136	-136	-100%	$39.9K	$0	-$39.9K	2026-11-04
GHP Investment Advisors, Inc.	CLOSED	0	16	-16	-100%	$4.7K	$0	-$4.7K	2026-10-15
Pinnacle Bancorp, Inc.	CLOSED	0	10	-10	-100%	$2.9K	$0	-$2.9K	2026-10-21
Cornerstone Planning Group LLC	CLOSED	0	8	-8	-100%	$2.4K	$0	-$2.4K	2026-10-16
MJT & Associates Financial Advisory Group, Inc.	CLOSED	0	6	-6	-100%	$1.8K	$0	-$1.8K	2026-10-07
Investors Research Corp	CLOSED	0	4	-4	-100%	$1.2K	$0	-$1.2K	2026-10-07
Advocate Investing Services LLC	CLOSED	0	4	-4	-100%	$1.2K	$0	-$1.2K	2026-10-26
Strategic Advocates LLC	CLOSED	0	4	-4	-100%	$1.2K	$0	-$1.2K	2026-11-03
Navigoe, LLC	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-11-04
AdvisorNet Financial, Inc	CLOSED	0	1	-1	-100%	$294	$0	-$294	2026-10-15
First Eagle Investment Management, LLC	N/A	—	2,606,219	-2,606,219	-100%	$765.2M	—	—	—
BlackRock, Inc.	N/A	—	1,698,929	-1,698,929	-100%	$498.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	826,972	-826,972	-100%	$242.8M	—	—	—
Ariel Investments, LLC	N/A	—	816,751	-816,751	-100%	$239.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	816,198	-816,198	-100%	$239.6M	—	—	—
Earnest Partners LLC	N/A	—	580,752	-580,752	-100%	$170.5M	—	—	—
State Street Corp	N/A	—	571,762	-571,762	-100%	$167.9M	—	—	—
Bank of America Corp	N/A	—	490,412	-490,412	-100%	$144.0M	—	—	—
Capital World Investors	N/A	—	462,457	-462,457	-100%	$135.8M	—	—	—
Capital Research Global Investors	N/A	—	443,483	-443,483	-100%	$130.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	418,884	-418,884	-100%	$123.0M	—	—	—
First Pacific Advisors, LP	N/A	—	401,861	-401,861	-100%	$118.0M	—	—	—
Geode Capital Management, LLC	N/A	—	347,575	-347,575	-100%	$102.1M	—	—	—
Nomura Holdings Inc	N/A	—	328,897	-328,897	-100%	$96.6M	—	—	—
UBS Group AG	N/A	—	308,325	-308,325	-100%	$90.5M	—	—	—
SEI Investments Co	N/A	—	273,377	-273,377	-100%	$80.3M	—	—	—
Barclays PLC	N/A	—	267,634	-267,634	-100%	$78.6M	—	—	—
Deerfield Management Company, L.P.	N/A	—	226,070	-226,070	-100%	$66.4M	—	—	—
Northern Trust Corp	N/A	—	218,285	-218,285	-100%	$64.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	195,538	-195,538	-100%	$57.4M	—	—	—
Franklin Resources Inc	N/A	—	193,682	-193,682	-100%	$56.9M	—	—	—
AQR Capital Management LLC	N/A	—	192,711	-192,711	-100%	$56.0M	—	—	—
Morgan Stanley	N/A	—	190,285	-190,285	-100%	$55.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	181,225	-181,225	-100%	$53.2M	—	—	—
SG Americas Securities, LLC	N/A	—	170,802	-170,802	-100%	$50.1M	—	—	—
GW&K Investment Management, LLC	N/A	—	166,905	-166,905	-100%	$49.0M	—	—	—
Gotham Asset Management, LLC	N/A	—	166,262	-166,262	-100%	$48.8M	—	—	—
Freestone Grove Partners LP	N/A	—	140,113	-140,113	-100%	$41.1M	—	—	—
Thompson Siegel & Walmsley LLC	N/A	—	129,881	-129,881	-100%	$38.1M	—	—	—
Mangrove Partners IM, LLC	N/A	—	127,191	-127,191	-100%	$37.3M	—	—	—
Victory Capital Management Inc	N/A	—	122,126	-122,126	-100%	$35.9M	—	—	—
Fisher Asset Management, LLC	N/A	—	116,909	-116,909	-100%	$34.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	114,403	-114,403	-100%	$33.6M	—	—	—
ING Groep NV	N/A	—	112,700	-112,700	-100%	$33.1M	—	—	—
Neuberger Berman Group LLC	N/A	—	111,812	-111,812	-100%	$32.8M	—	—	—
Norges Bank	N/A	—	111,580	-111,580	-100%	$32.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	105,449	-105,449	-100%	$31.0M	—	—	—
JPMorgan Chase & Co	N/A	—	102,605	-102,605	-100%	$30.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	101,580	-101,580	-100%	$29.8M	—	—	—
Wells Fargo & Company	N/A	—	97,500	-97,500	-100%	$28.6M	—	—	—
First Trust Advisors LP	N/A	—	94,209	-94,209	-100%	$27.7M	—	—	—
JNE Partners LLP	N/A	—	88,511	-88,511	-100%	$26.0M	—	—	—
Allianz Asset Management GmbH	N/A	—	87,780	-87,780	-100%	$25.8M	—	—	—
Natixis Advisors, LLC	N/A	—	82,389	-82,389	-100%	$24.2M	—	—	—
Jones Financial Companies Lllp	N/A	—	78,878	-78,878	-100%	$23.7M	—	—	—
Mawer Investment Management Ltd.	N/A	—	71,577	-71,577	-100%	$21.0M	—	—	—
Tikvah Management LLC	N/A	—	68,604	-68,604	-100%	$20.1M	—	—	—
Qvidtvm Management LLC	N/A	—	66,243	-66,243	-100%	$19.4M	—	—	—
National Bank of Canada	N/A	—	65,000	-65,000	-100%	$19.1M	—	—	—
Citadel Advisors LLC	N/A	—	60,819	-60,819	-100%	$17.9M	—	—	—
Wellington Management Group LLP	N/A	—	60,249	-60,249	-100%	$17.7M	—	—	—
Millennium Management LLC	N/A	—	59,895	-59,895	-100%	$17.6M	—	—	—
Rhumbline Advisers	N/A	—	45,140	-45,140	-100%	$13.3M	—	—	—
Portolan Capital Management, LLC	N/A	—	42,620	-42,620	-100%	$12.5M	—	—	—
Bank of Nova Scotia	N/A	—	39,708	-39,708	-100%	$11.7M	—	—	—
Raymond James Financial Inc	N/A	—	37,558	-37,558	-100%	$11.0M	—	—	—
California Public Employees Retirement System	N/A	—	36,941	-36,941	-100%	$10.8M	—	—	—
Legal & General Group Plc	N/A	—	36,847	-36,847	-100%	$10.8M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	36,444	-36,444	-100%	$10.7M	—	—	—
Swiss National Bank	N/A	—	36,320	-36,320	-100%	$10.7M	—	—	—
Invesco Ltd.	N/A	—	36,283	-36,283	-100%	$10.7M	—	—	—
Sector Gamma AS	N/A	—	33,350	-33,350	-100%	$9.8M	—	—	—
Quantinno Capital Management LP	N/A	—	30,004	-30,004	-100%	$8.8M	—	—	—
Nuveen, LLC	N/A	—	29,493	-29,493	-100%	$8.7M	—	—	—
Palliser Capital (UK) LtdA	N/A	—	27,954	-27,954	-100%	$8.2M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	26,750	-26,750	-100%	$7.9M	—	—	—
Gabelli Funds LLC	N/A	—	25,900	-25,900	-100%	$7.6M	—	—	—
Tudor Investment Corp ET AL	N/A	—	25,000	-25,000	-100%	$7.3M	—	—	—
Winslow Asset Management Inc	N/A	—	24,773	-24,773	-100%	$7.3M	—	—	—
Concentric Capital Strategies, LP	N/A	—	23,692	-23,692	-100%	$7.0M	—	—	—
Alliancebernstein L.P.	N/A	—	22,502	-22,502	-100%	$6.3M	—	—	—
Hound Partners, LLC	N/A	—	22,481	-22,481	-100%	$6.6M	—	—	—
Acadian Asset Management LLC	N/A	—	21,359	-21,359	-100%	$6.3M	—	—	—
California State Teachers Retirement System	N/A	—	20,766	-20,766	-100%	$6.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	19,287	-19,287	-100%	$5.7M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	19,256	-19,256	-100%	$5.7M	—	—	—
Marshall Wace, LLP	N/A	—	18,980	-18,980	-100%	$5.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	18,205	-18,205	-100%	$5.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	17,841	-17,841	-100%	$5.2M	—	—	—
HSBC Holdings PLC	N/A	—	17,582	-17,582	-100%	$5.1M	—	—	—
Russell Investments Group, Ltd.	N/A	—	17,435	-17,435	-100%	$5.1M	—	—	—
Ameriprise Financial Inc	N/A	—	16,649	-16,649	-100%	$4.9M	—	—	—
Royal Bank of Canada	N/A	—	16,448	-16,448	-100%	$4.8M	—	—	—
Ayal Capital Advisors Ltd	N/A	—	16,333	-16,333	-100%	$4.8M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	15,663	-15,663	-100%	$4.6M	—	—	—
Amundi	N/A	—	15,057	-15,057	-100%	$4.4M	—	—	—
LPL Financial LLC	N/A	—	15,011	-15,011	-100%	$4.4M	—	—	—
Longaeva Partners L.P.	N/A	—	14,639	-14,639	-100%	$4.3M	—	—	—
State of Wisconsin Investment Board	N/A	—	14,205	-14,205	-100%	$4.2M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	14,068	-14,068	-100%	$4.1M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	14,056	-14,056	-100%	$4.1M	—	—	—
PFM Health Sciences, LP	N/A	—	13,995	-13,995	-100%	$4.1M	—	—	—
Caxton Associates LLP	N/A	—	13,875	-13,875	-100%	$4.1M	—	—	—
Brevan Howard Capital Management LP	N/A	—	13,718	-13,718	-100%	$4.0M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	13,664	-13,664	-100%	$4.0M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	13,304	-13,304	-100%	$3.9M	—	—	—
Fifth Third Bancorp	N/A	—	12,394	-12,394	-100%	$3.6M	—	—	—
New York State Common Retirement Fund	N/A	—	11,475	-11,475	-100%	$3.4M	—	—	—
Canada Life Assurance Co	N/A	—	10,360	-10,360	-100%	$3.0M	—	—	—
Two Sigma Investments, LP	N/A	—	10,320	-10,320	-100%	$3.0M	—	—	—
MML Investors Services, LLC	N/A	—	9,758	-9,758	-100%	$2.9M	—	—	—
Boston Partners	N/A	—	9,040	-9,040	-100%	$2.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	8,674	-8,674	-100%	$2.5M	—	—	—
Squarepoint Ops LLC	N/A	—	8,419	-8,419	-100%	$2.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,356	-8,356	-100%	$2.5M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,353	-8,353	-100%	$2.5M	—	—	—
Bank of Montreal	N/A	—	8,054	-8,054	-100%	$2.4M	—	—	—
Jupiter Topco LLC	N/A	—	7,900	-7,900	-100%	$2.3M	—	—	—
Massachusetts Financial Services Co	N/A	—	7,850	-7,850	-100%	$2.3M	—	—	—
Treasurer of the State of North Carolina	N/A	—	7,736	-7,736	-100%	$2.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	7,519	-7,519	-100%	$2.2M	—	—	—
Slotnik Capital, LLC	N/A	—	7,500	-7,500	-100%	$2.2M	—	—	—
US Bancorp \de\	N/A	—	7,468	-7,468	-100%	$2.2M	—	—	—
Cetera Investment Advisers	N/A	—	7,149	-7,149	-100%	$2.1M	—	—	—
Quadrature Capital Ltd	N/A	—	7,053	-7,053	-100%	$2.1M	—	—	—
XTX Topco Ltd	N/A	—	6,903	-6,903	-100%	$2.0M	—	—	—
American Century Companies Inc	N/A	—	6,832	-6,832	-100%	$2.0M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	6,686	-6,686	-100%	$2.0M	—	—	—
Handelsbanken Fonder AB	N/A	—	6,332	-6,332	-100%	$1.9M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	5,488	-5,488	-100%	$1.6M	—	—	—
Nano Cap New Millennium Growth Fund L P	N/A	—	5,000	-5,000	-100%	$1.5M	—	—	—
Stifel Financial Corp	N/A	—	4,931	-4,931	-100%	$1.4M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	4,845	-4,845	-100%	$1.4M	—	—	—
Summit Trail Advisors, LLC	N/A	—	4,836	-4,836	-100%	$1.4M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	4,772	-4,772	-100%	$1.4M	—	—	—
Deutsche Bank Ag\	N/A	—	4,464	-4,464	-100%	$1.3M	—	—	—
Empowered Funds, LLC	N/A	—	4,380	-4,380	-100%	$1.3M	—	—	—
Principal Securities, Inc.	N/A	—	4,352	-4,352	-100%	$1.3M	—	—	—
FMR LLC	N/A	—	4,305	-4,305	-100%	$1.3M	—	—	—
Federated Hermes, Inc.	N/A	—	4,258	-4,258	-100%	$1.3M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	4,100	-4,100	-100%	$1.2M	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	4,052	-4,052	-100%	$1.2M	—	—	—
New Mexico Educational Retirement Board	N/A	—	3,900	-3,900	-100%	$1.1M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	3,866	-3,866	-100%	$1.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,427	-3,427	-100%	$1.0M	—	—	—
Allstate Corp	N/A	—	3,340	-3,340	-100%	$980.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,332	-3,332	-100%	$978.3K	—	—	—
Diversified Trust Co	N/A	—	3,332	-3,332	-100%	$978.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	3,300	-3,300	-100%	$968.9K	—	—	—
Westport Asset Management Inc	N/A	—	3,000	-3,000	-100%	$880.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	2,909	-2,909	-100%	$854.1K	—	—	—
Tidal Investments LLC	N/A	—	2,878	-2,878	-100%	$845.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,801	-2,801	-100%	$822.4K	—	—	—
Aquatic Capital Management LLC	N/A	—	2,749	-2,749	-100%	$807.1K	—	—	—
Inceptionr LLC	N/A	—	2,726	-2,726	-100%	$800.4K	—	—	—
HighTower Advisors, LLC	N/A	—	2,720	-2,720	-100%	$798.6K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	2,670	-2,670	-100%	$783.9K	—	—	—
Teacher Retirement System of Texas	N/A	—	2,662	-2,662	-100%	$781.6K	—	—	—
Seeds Investor LLC	N/A	—	2,570	-2,570	-100%	$754.6K	—	—	—
M&T Bank Corp	N/A	—	2,444	-2,444	-100%	$717.6K	—	—	—
&partners	N/A	—	2,274	-2,274	-100%	$667.7K	—	—	—
Pathstone Holdings, LLC	N/A	—	2,251	-2,251	-100%	$660.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	2,245	-2,245	-100%	$659.2K	—	—	—
Dark Forest Capital Management LP	N/A	—	2,219	-2,219	-100%	$651.5K	—	—	—
Pacer Advisors, Inc.	N/A	—	2,139	-2,139	-100%	$628.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,086	-2,086	-100%	$612.0K	—	—	—
SummitTX Capital, L.P.	N/A	—	2,018	-2,018	-100%	$592.5K	—	—	—
Prelude Capital Management, LLC	N/A	—	2,015	-2,015	-100%	$591.6K	—	—	—
SIH Partners, Lllp	N/A	—	2,000	-2,000	-100%	$587.2K	—	—	—
Fortress Private Ledger, LLC	N/A	—	1,930	-1,930	-100%	$566.7K	—	—	—
William B. Walkup & Associates, Inc.	N/A	—	1,854	-1,854	-100%	$544.4K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	1,834	-1,834	-100%	$538.5K	—	—	—
Algert Global LLC	N/A	—	1,720	-1,720	-100%	$505.0K	—	—	—
Benjamin Edwards Inc	N/A	—	1,643	-1,643	-100%	$482.3K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	1,532	-1,532	-100%	$449.8K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	1,519	-1,519	-100%	$446.0K	—	—	—
Cerity Partners LLC	N/A	—	1,481	-1,481	-100%	$434.8K	—	—	—
Man Group plc	N/A	—	1,437	-1,437	-100%	$421.9K	—	—	—
AXQ Capital, LP	N/A	—	1,418	-1,418	-100%	$416.3K	—	—	—
Voya Investment Management LLC	N/A	—	1,389	-1,389	-100%	$407.8K	—	—	—
CIM Investment Management Inc	N/A	—	1,360	-1,360	-100%	$399.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,351	-1,351	-100%	$396.7K	—	—	—
Securian Asset Management, Inc	N/A	—	1,324	-1,324	-100%	$403.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,303	-1,303	-100%	$382.7K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	1,295	-1,295	-100%	$380.2K	—	—	—
DnB Asset Management AS	N/A	—	1,229	-1,229	-100%	$360.8K	—	—	—
Quantbot Technologies LP	N/A	—	1,219	-1,219	-100%	$357.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,195	-1,195	-100%	$350.9K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,061	-1,061	-100%	$312.0K	—	—	—
Captrust Financial Advisors	N/A	—	1,053	-1,053	-100%	$309.2K	—	—	—
Prudential Financial Inc	N/A	—	1,052	-1,052	-100%	$308.9K	—	—	—
Rehmann Capital Advisory Group	N/A	—	954	-954	-100%	$280.1K	—	—	—
Utah Retirement Systems	N/A	—	947	-947	-100%	$278.0K	—	—	—
Brown Advisory Inc	N/A	—	944	-944	-100%	$277.1K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	920	-920	-100%	$270.1K	—	—	—
WFA of San Diego, LLC	N/A	—	915	-915	-100%	$330.5K	—	—	—
Evolve Private Wealth, LLC	N/A	—	890	-890	-100%	$261.3K	—	—	—
Maryland State Retirement & Pension System	N/A	—	883	-883	-100%	$259.3K	—	—	—
Zacks Investment Management	N/A	—	855	-855	-100%	$251.0K	—	—	—
AlphaGrep UK Ltd	N/A	—	847	-847	-100%	$248.7K	—	—	—
Numerai GP LLC	N/A	—	802	-802	-100%	$235.5K	—	—	—
MAI Capital Management	N/A	—	801	-801	-100%	$235.2K	—	—	—
Meeder Advisory Services, Inc.	N/A	—	775	-775	-100%	$227.5K	—	—	—
Claret Asset Management Corp	N/A	—	763	-763	-100%	$224.0K	—	—	—
Twinbeech Capital LP	N/A	—	750	-750	-100%	$220.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	720	-720	-100%	$211.4K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	714	-714	-100%	$209.6K	—	—	—
Silver Oak Advisory Group, Inc.	N/A	—	682	-682	-100%	$200.0K	—	—	—
Toronto Dominion Bank	N/A	—	572	-572	-100%	$168.0K	—	—	—
Rowlandmiller & Partners.adv	N/A	—	550	-550	-100%	$161.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	447	-447	-100%	$131.2K	—	—	—
Clearstead Advisors, LLC	N/A	—	425	-425	-100%	$124.7K	—	—	—
Nykredit A/S	N/A	—	403	-403	-100%	$118.3K	—	—	—
Eurizon Capital SGR S.p.A.	N/A	—	403	-403	-100%	$119.1K	—	—	—
Huntington National Bank	N/A	—	393	-393	-100%	$115.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	370	-370	-100%	$108.6K	—	—	—
Dixon Mitchell Investment Counsel Inc.	N/A	—	366	-366	-100%	$107.5K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	277	-277	-100%	$81.3K	—	—	—
Arax Advisory Partners	N/A	—	242	-242	-100%	$71.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	231	-231	-100%	$68.2K	—	—	—
UMB Bank, n.a.	N/A	—	227	-227	-100%	$66.6K	—	—	—
Whittier Trust Co	N/A	—	221	-221	-100%	$65.2K	—	—	—
Elequin Capital, LP	N/A	—	217	-217	-100%	$63.7K	—	—	—
Itau Unibanco Holding S.A.	N/A	—	203	-203	-100%	$59.6K	—	—	—
Nomura Asset Management Co LTD	N/A	—	184	-184	-100%	$54.0K	—	—	—
Bessemer Group Inc	N/A	—	158	-158	-100%	$43.0K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	135	-135	-100%	$39.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	134	-134	-100%	$39.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	103	-103	-100%	$30.2K	—	—	—
Wellington-Altus USA Inc.	N/A	—	101	-101	-100%	$28.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	91	-91	-100%	$26.7K	—	—	—
Quent Capital, LLC	N/A	—	84	-84	-100%	$24.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	74	-74	-100%	$21.7K	—	—	—
Park Place Capital Corp	N/A	—	68	-68	-100%	$20.0K	—	—	—
Continuum Advisory, LLC	N/A	—	67	-67	-100%	$19.7K	—	—	—
Harbour Investments, Inc.	N/A	—	61	-61	-100%	$17.9K	—	—	—
Allworth Financial LP	N/A	—	52	-52	-100%	$15.3K	—	—	—
HM Payson & Co	N/A	—	50	-50	-100%	$14.7K	—	—	—
BFC Planning, Inc.	N/A	—	35	-35	-100%	$10.3K	—	—	—
CVA Family Office, LLC	N/A	—	34	-34	-100%	$10.0K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	30	-30	-100%	$8.8K	—	—	—
Evelyn Partners Group Ltd	N/A	—	27	-27	-100%	$7.9K	—	—	—
Brown Brothers Harriman & Co	N/A	—	23	-23	-100%	$6.8K	—	—	—
Danske Bank A/S	N/A	—	20	-20	-100%	$5.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	20	-20	-100%	$5.9K	—	—	—
Bogart Wealth, LLC	N/A	—	16	-16	-100%	$4.7K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	15	-15	-100%	$4.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	12	-12	-100%	$3.2K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	10	-10	-100%	$2.9K	—	—	—
Rothschild Investment LLC	N/A	—	8	-8	-100%	$2.3K	—	—	—
Zions Bancorporation, National Association	N/A	—	8	-8	-100%	$2.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	7	-7	-100%	$2.1K	—	—	—
Sachetta, LLC	N/A	—	6	-6	-100%	$1.8K	—	—	—
Raffa Wealth Management, LLC	N/A	—	6	-6	-100%	$1.8K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	6	-6	-100%	$1.8K	—	—	—
Quarry LP	N/A	—	6	-6	-100%	$1.8K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	5	-5	-100%	$1.5K	—	—	—
First Command Advisory Services, Inc.	N/A	—	5	-5	-100%	$1.5K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	4	-4	-100%	$1.2K	—	—	—
HFM Investment Advisors, LLC	N/A	—	4	-4	-100%	$1.2K	—	—	—
LRI Investments, LLC	N/A	—	2	-2	-100%	$587	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	2	-2	-100%	$587	—	—	—
SouthState Bank Corp	N/A	—	2	-2	-100%	$588	—	—	—
SHP Wealth Management	N/A	—	2	-2	-100%	$587	—	—	—
Ameriflex Group, Inc.	N/A	—	2	-2	-100%	$587	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$555	—	—	—
Oakmont Advisory Group, LLC	N/A	—	1	-1	-100%	$294	—	—	—
Motco	N/A	—	1	-1	-100%	$294	—	—	—

Showing 426 of 426 institutions