Blackstone Mortgage TRU (BXMT)

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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Geode Capital Management, LLC

DECREASED

Shares3,257,626 from 4,107,919

Change-850,293 (-21%)

Value$37.3M (-$32.3M)

Filed 2026-11-06

Algebris (UK) LTD

NEW

Shares1,846,055

Change+1,846,055

Value$21.1M

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares1,018,150 from 1,068,362

Change-50,212 (-5%)

Value$11.7M (-$6.5M)

Filed 2026-11-05

Principal Financial Group Inc

DECREASED

Shares748,484 from 755,358

Change-6,874 (-1%)

Value$8.6M (-$4.2M)

Filed 2026-11-02

Dupree Financial Group, LLC

INCREASED

Shares596,835 from 322,474

Change+274,361 (+85%)

Value$6.8M (+$1.4M)

Filed 2026-10-09

LPL Financial LLC

INCREASED

Shares528,233 from 220,984

Change+307,249 (+139%)

Value$6.0M (+$2.3M)

Filed 2026-11-06

GFS Advisors, LLC

INCREASED

Shares480,475 from 421,760

Change+58,715 (+14%)

Value$5.5M (+$5.5M)

Filed 2026-11-03

Independent Financial Group, LLC

DECREASED

Shares300,100 from 310,284

Change-10,184 (-3%)

Value$3.4M (-$1.8M)

Filed 2026-10-13

Condor Capital Management

INCREASED

Shares284,133 from 279,188

Change+4,945 (+2%)

Value$3.3M (-$1.5M)

Filed 2026-11-06

GraniteShares Advisors LLC

NEW

Shares212,518

Change+212,518

Value$2.4M

Filed 2026-10-29

Baker Avenue Asset Management, LP

INCREASED

Shares200,862 from 185,833

Change+15,029 (+8%)

Value$2.3M (-$850.0K)

Filed 2026-11-06

Ellis Investment Partners, LLC

INCREASED

Shares199,255 from 188,470

Change+10,785 (+6%)

Value$2.3M (-$913.1K)

Filed 2026-10-21

Russell Investments Group, Ltd.

DECREASED

Shares192,546 from 209,639

Change-17,093 (-8%)

Value$2.2M (-$1.3M)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

NEW

Shares164,445

Change+164,445

Value$1.9M

Filed 2026-10-16

Shikiar Asset Management Inc

DECREASED

Shares160,750 from 204,900

Change-44,150 (-22%)

Value$1.8M (-$1.6M)

Filed 2026-10-20

Deutsche Bank Ag\

DECREASED

Shares154,866 from 166,498

Change-11,632 (-7%)

Value$1.8M (-$1.0M)

Filed 2026-11-06

Nations Financial Group Inc,

DECREASED

Shares148,190 from 293,289

Change-145,099 (-49%)

Value$1.7M (-$3.3M)

Filed 2026-11-05

Carmel Capital Partners, LLC

DECREASED

Shares144,851 from 147,264

Change-2,413 (-2%)

Value$1.7M (-$837.6K)

Filed 2026-11-03

Imc-Chicago, LLC

INCREASED

Shares120,984 from 52,945

Change+68,039 (+129%)

Value$1.4M (+$487.8K)

Filed 2026-11-05

Thrivent Financial for Lutherans

DECREASED

Shares99,569 from 102,616

Change-3,047 (-3%)

Value$1.1M (-$599.0K)

Filed 2026-11-05

Parallel Advisors, LLC

DECREASED

Shares97,309 from 97,820

Change-511 (-1%)

Value$1.1M (-$543.9K)

Filed 2026-11-03

Wolff Wiese Magana LLC

INCREASED

Shares89,421 from 82,681

Change+6,740 (+8%)

Value$1.0M (-$377.6K)

Filed 2026-10-15

State of New Jersey Common Pension Fund D

DECREASED

Shares81,735 from 89,124

Change-7,389 (-8%)

Value$935.9K (-$574.8K)

Filed 2026-11-05

New York State Teachers Retirement System

DECREASED

Shares80,700 from 90,673

Change-9,973 (-11%)

Value$924.0K (-$613.0K)

Filed 2026-10-22

Illinois Municipal Retirement Fund

DECREASED

Shares79,981 from 82,562

Change-2,581 (-3%)

Value$915.8K (-$483.6K)

Filed 2026-11-05

UMB Bank, n.a.

INCREASED

Shares76,536 from 2,085

Change+74,451 (+3571%)

Value$876.3K (+$841.0K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares71,891 from 32,550

Change+39,341 (+121%)

Value$823.2K (+$271.4K)

Filed 2026-11-06

True North Advisors, LLC

INCREASED

Shares68,628 from 62,997

Change+5,631 (+9%)

Value$818.0K (-$249.8K)

Filed 2026-10-22

Louisiana State Employees Retirement System

DECREASED

Shares66,700 from 68,500

Change-1,800 (-3%)

Value$763.7K (-$397.4K)

Filed 2026-10-20

Simplex Trading, LLC

INCREASED

Shares57,996 from 17,911

Change+40,085 (+224%)

Value$664.1K (+$360.5K)

Filed 2026-11-04

Diversify Advisory Services, LLC

INCREASED

Shares57,264 from 53,730

Change+3,534 (+7%)

Value$617.3K (-$275.7K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares57,264 from 53,730

Change+3,534 (+7%)

Value$617.3K (-$275.7K)

Filed 2026-10-20

Inspire Investing, LLC

NEW

Shares55,278

Change+55,278

Value$632.9K

Filed 2026-10-22

Choreo, LLC

DECREASED

Shares55,216 from 232,239

Change-177,023 (-76%)

Value$632.5K (-$3.3M)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares54,876 from 63,096

Change-8,220 (-13%)

Value$628.3K (-$441.2K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares53,694 from 53,269

Change+425 (+1%)

Value$614.8K (-$288.1K)

Filed 2026-11-02

Creative Planning

INCREASED

Shares46,720 from 25,884

Change+20,836 (+81%)

Value$534.9K (+$96.2K)

Filed 2026-11-02

Arizona State Retirement System

INCREASED

Shares45,143 from 44,232

Change+911 (+2%)

Value$516.9K (-$232.8K)

Filed 2026-11-03

Allworth Financial LP

INCREASED

Shares45,080 from 45,075

Change+5 (+0%)

Value$764.1K (+$84)

Filed 2026-11-06

TT Capital Management LLC

INCREASED

Shares44,850 from 11,800

Change+33,050 (+280%)

Value$513.5K (+$313.5K)

Filed 2026-10-15

Strs Ohio

INCREASED

Shares44,200 from 31,700

Change+12,500 (+39%)

Value$506.1K (-$31.2K)

Filed 2026-10-30

Amalgamated Bank

DECREASED

Shares40,719 from 42,121

Change-1,402 (-3%)

Value$466.0K (-$248.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares39,934 from 42,013

Change-2,079 (-5%)

Value$457.2K (-$254.9K)

Filed 2026-10-22

Strategic Family Wealth Counselors, L.L.C.

DECREASED

Shares38,463 from 39,265

Change-802 (-2%)

Value$440.4K (-$225.1K)

Filed 2026-10-29

MBM Wealth Consultants, LLC

INCREASED

Shares37,984 from 26,561

Change+11,423 (+43%)

Value$434.9K (-$15.3K)

Filed 2026-10-20

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares36,885 from 37,057

Change-172 (0%)

Value$422.3K (-$205.8K)

Filed 2026-11-03

JBR Co Financial Management Inc

UNCHANGED

Shares35,850 from 35,850

Change0 (0%)

Value$608.0K (+$358)

Filed 2026-10-13

Oregon Public Employees Retirement Fund

DECREASED

Shares35,148 from 35,548

Change-400 (-1%)

Value$402.4K (-$200.1K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares34,949 from 22,728

Change+12,221 (+54%)

Value$400.2K (+$14.9K)

Filed 2026-11-05

Amundi

DECREASED

Shares34,151 from 34,740

Change-589 (-2%)

Value$391.0K (-$197.8K)

Filed 2026-11-06

Vise Technologies, Inc.

NEW

Shares33,673

Change+33,673

Value$385.6K

Filed 2026-10-29

Elevation Point Wealth Partners, LLC

DECREASED

Shares31,888 from 39,337

Change-7,449 (-19%)

Value$380.1K (-$305.2K)

Filed 2026-11-05

MacKenzie Financial Corp

DECREASED

Shares31,596 from 31,598

Change-2 (0%)

Value$361.8K (-$173.8K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares31,238 from 26,873

Change+4,365 (+16%)

Value$358.0K (-$97.0K)

Filed 2026-11-02

Samalin Investment Counsel, LLC

INCREASED

Shares31,143 from 22,105

Change+9,038 (+41%)

Value$356.6K (-$18.1K)

Filed 2026-10-23

MGO One Seven LLC

NEW

Shares30,893

Change+30,893

Value$353.7K

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares30,235 from 25,638

Change+4,597 (+18%)

Value$338.9K (-$98.2K)

Filed 2026-10-13

Pictet Asset Management Holding SA

UNCHANGED

Shares26,672 from 26,672

Change0 (0%)

Value$305.4K (-$146.7K)

Filed 2026-11-03

MCF Advisors LLC

UNCHANGED

Shares26,416 from 26,416

Change0 (0%)

Value$314.6K (-$133.1K)

Filed 2026-10-28

State of Alaska, Department of Revenue

DECREASED

Shares26,300 from 51,462

Change-25,162 (-49%)

Value$301.0K (-$571.0K)

Filed 2026-10-15

Whipplewood Advisors, LLC

INCREASED

Shares23,478 from 18,577

Change+4,901 (+26%)

Value$268.8K (-$46.1K)

Filed 2026-10-20

BI Asset Management Fondsmaeglerselskab A/S

DECREASED

Shares22,871 from 26,100

Change-3,229 (-12%)

Value$262.0K (-$180.0K)

Filed 2026-10-22

ProShare Advisors LLC

DECREASED

Shares22,100 from 22,983

Change-883 (-4%)

Value$253.0K (-$136.5K)

Filed 2026-10-29

Citigroup Inc

DECREASED

Shares21,969 from 83,128

Change-61,159 (-74%)

Value$251.5K (-$1.2M)

Filed 2026-11-04

Compound Planning, Inc.

NEW

Shares21,961

Change+21,961

Value$251.5K

Filed 2026-11-05

Naples Global Advisors, LLC

DECREASED

Shares20,600 from 22,775

Change-2,175 (-10%)

Value$237.3K (-$150.4K)

Filed 2026-11-05

Pacific Capital Wealth Advisors, Inc.

NEW

Shares20,000

Change+20,000

Value$229.0K

Filed 2026-10-22

Kennicott Capital Management LLC

UNCHANGED

Shares19,900 from 19,900

Change0 (0%)

Value$227.9K (-$109.4K)

Filed 2026-10-16

US Bancorp \de\

INCREASED

Shares19,029 from 16,852

Change+2,177 (+13%)

Value$217.9K (-$67.8K)

Filed 2026-11-05

Mutual of America Capital Management LLC

DECREASED

Shares17,863 from 17,899

Change-36 (0%)

Value$204.5K (-$98.9K)

Filed 2026-10-23

Bright Futures Wealth Management, Llc.

INCREASED

Shares17,462 from 16,985

Change+477 (+3%)

Value$199.9K (-$88.0K)

Filed 2026-10-23

Crumly & Associates Inc.

UNCHANGED

Shares16,291 from 16,291

Change0 (0%)

Value$186.5K (-$89.6K)

Filed 2026-10-07

Sanders Morris Harris LLC

NEW

Shares16,000

Change+16,000

Value$187.4K

Filed 2026-10-14

Gamma Investing LLC

INCREASED

Shares15,502 from 4,455

Change+11,047 (+248%)

Value$177.5K (+$102.0K)

Filed 2026-10-08

Xponance LLC

DECREASED

Shares15,350 from 20,503

Change-5,153 (-25%)

Value$175.8K (-$171.8K)

Filed 2026-11-03

CIBC Asset Management Inc

DECREASED

Shares14,821 from 15,048

Change-227 (-2%)

Value$169.7K (-$85.4K)

Filed 2026-11-05

Amplius Wealth Advisors, LLC

INCREASED

Shares14,453 from 13,640

Change+813 (+6%)

Value$165.5K (-$65.7K)

Filed 2026-10-20

World Equity Group, Inc.

DECREASED

Shares14,152 from 25,828

Change-11,676 (-45%)

Value$162.0K (-$275.7K)

Filed 2026-10-14

Spirit of America Management Corp

UNCHANGED

Shares13,765 from 13,765

Change0 (0%)

Value$157.6K (-$75.7K)

Filed 2026-10-14

Elwood & Goetz Wealth Advisory Group, LLC

NEW

Shares13,550

Change+13,550

Value$155.1K

Filed 2026-10-28

Blue Trust, Inc.

NEW

Shares13,470

Change+13,470

Value$154.2K

Filed 2026-10-15

HB Wealth Management, LLC

NEW

Shares13,161

Change+13,161

Value$150.7K

Filed 2026-10-23

Summit Asset Management, LLC

UNCHANGED

Shares12,300 from 12,300

Change0 (0%)

Value$140.8K (-$67.7K)

Filed 2026-11-05

Pekin Hardy Strauss, Inc.

UNCHANGED

Shares11,783 from 11,783

Change0 (0%)

Value$134.9K (-$64.8K)

Filed 2026-11-02

Chicago Partners Investment Group LLC

NEW

Shares11,573

Change+11,573

Value$122.7K

Filed 2026-10-27

Csenge Advisory Group

NEW

Shares11,455

Change+11,455

Value$131.2K

Filed 2026-11-04

Nykredit A/S

UNCHANGED

Shares11,330 from 11,330

Change0 (0%)

Value$129.7K (-$62.3K)

Filed 2026-11-06

Swiss Life Asset Management Ltd

UNCHANGED

Shares11,149 from 11,149

Change0 (0%)

Value$127.7K (-$61.3K)

Filed 2026-11-03

First Premier Bank

UNCHANGED

Shares10,315 from 10,315

Change0 (0%)

Value$118.0K (-$57.0K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

DECREASED

Shares10,265 from 51,393

Change-41,128 (-80%)

Value$117.5K (-$753.6K)

Filed 2026-11-06

Wealthstar Advisors, LLC

UNCHANGED

Shares10,250 from 10,250

Change0 (0%)

Value$117.4K (-$56.4K)

Filed 2026-10-19

Oakworth Capital, Inc.

UNCHANGED

Shares9,600 from 9,600

Change0 (0%)

Value$109.9K (-$52.9K)

Filed 2026-10-26

Versant Capital Management, Inc

INCREASED

Shares6,858 from 552

Change+6,306 (+1142%)

Value$78.5K (+$69.2K)

Filed 2026-10-02

KBC Group NV

UNCHANGED

Shares6,840 from 6,840

Change0 (0%)

Value$78.0K (-$38.0K)

Filed 2026-10-22

Private Trust Co NA

INCREASED

Shares6,630 from 5,544

Change+1,086 (+20%)

Value$75.9K (-$18.1K)

Filed 2026-10-20

IFP Advisors, Inc

DECREASED

Shares5,159 from 6,041

Change-882 (-15%)

Value$59.1K (-$43.3K)

Filed 2026-10-16

Covestor Ltd

INCREASED

Shares5,056 from 223

Change+4,833 (+2167%)

Value$58.0K (+$58.0K)

Filed 2026-10-30

Union Bancaire Privee, UBP SA

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$54.3K (-$22.0K)

Filed 2026-11-04

Fulcrum Asset Management LLP

INCREASED

Shares4,894 from 1,670

Change+3,224 (+193%)

Value$60.2K (+$31.2K)

Filed 2026-11-04

Chapman Financial Group, LLC

NEW

Shares4,401

Change+4,401

Value$50.4K

Filed 2026-10-26

Mountain Hill Investment Partners Corp.

INCREASED

Shares3,801 from 3,699

Change+102 (+3%)

Value$43.5K (-$19.2K)

Filed 2026-10-23

Bayforest Capital Ltd

INCREASED

Shares3,460 from 263

Change+3,197 (+1216%)

Value$39.6K (+$35.2K)

Filed 2026-11-03

Signaturefd, LLC

DECREASED

Shares3,273 from 3,562

Change-289 (-8%)

Value$37.5K (-$22.9K)

Filed 2026-10-23

Sterling Capital Management LLC

DECREASED

Shares3,169 from 3,257

Change-88 (-3%)

Value$36.3K (-$18.9K)

Filed 2026-10-22

Central Pacific Bank - Trust Division

INCREASED

Shares3,000 from 2,000

Change+1,000 (+50%)

Value$34.4K (+$450)

Filed 2026-10-06

Ascentis Independent Advisors

NEW

Shares2,146

Change+2,146

Value$24.6K

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares1,980 from 835

Change+1,145 (+137%)

Value$22.7K (+$8.5K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

DECREASED

Shares1,842 from 3,747

Change-1,905 (-51%)

Value$22.0K (-$43.3K)

Filed 2026-10-20

Salomon & Ludwin, LLC

INCREASED

Shares1,727 from 1,666

Change+61 (+4%)

Value$19.8K (-$8.5K)

Filed 2026-10-29

Rossby Financial, LCC

INCREASED

Shares1,645 from 897

Change+748 (+83%)

Value$18.8K (+$3.6K)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares1,419 from 3,924

Change-2,505 (-64%)

Value$16.2K (-$50.3K)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares1,370 from 1,465

Change-95 (-6%)

Value$15.7K (-$9.2K)

Filed 2026-10-08

Madden Securities Corp

NEW

Shares1,250

Change+1,250

Value$14.3K

Filed 2026-10-27

Essential Partners LLC

INCREASED

Shares1,035 from 38

Change+997 (+2624%)

Value$11.9K (+$11.2K)

Filed 2026-10-14

Cassaday & Co Wealth Management LLC

INCREASED

Shares970 from 944

Change+26 (+3%)

Value$11.1K (-$4.9K)

Filed 2026-10-27

SJS Investment Consulting Inc.

INCREASED

Shares860 from 50

Change+810 (+1620%)

Value$9.8K (+$9.0K)

Filed 2026-10-26

Pacific Center for Financial Services

UNCHANGED

Shares850 from 850

Change0 (0%)

Value$9.7K (-$4.7K)

Filed 2026-10-15

Jacobi Capital Management LLC

NEW

Shares612

Change+612

Value$7.0K

Filed 2026-11-05

Lanark Financial, Inc.

UNCHANGED

Shares610 from 610

Change0 (0%)

Value$7.0K (-$3.4K)

Filed 2026-10-26

Parkside Financial Bank & Trust

INCREASED

Shares600 from 339

Change+261 (+77%)

Value$6.9K (+$1.1K)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

DECREASED

Shares561 from 1,172

Change-611 (-52%)

Value$6.4K (-$13.4K)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares546 from 185

Change+361 (+195%)

Value$6.3K (+$3.1K)

Filed 2026-10-05

Bokf, NA

UNCHANGED

Shares540 from 540

Change0 (0%)

Value$6.2K (-$3.0K)

Filed 2026-10-27

Valley National Advisers Inc

INCREASED

Shares532 from 500

Change+32 (+6%)

Value$6.1K (-$2.4K)

Filed 2026-10-23

Provenance Wealth Advisors, LLC

NEW

Shares509

Change+509

Value$5.8K

Filed 2026-10-30

James T. Borello RIA

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$5.7K (-$2.8K)

Filed 2026-10-16

North Star Investment Management Corp.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$5.7K (-$2.8K)

Filed 2026-10-27

Meriwether Wealth & Planning, LLC

NEW

Shares465

Change+465

Value$5.3K

Filed 2026-10-13

Harbor Capital Advisors, Inc.

INCREASED

Shares425 from 387

Change+38 (+10%)

Value$5 (-$2)

Filed 2026-10-22

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares366 from 366

Change0 (0%)

Value$4.2K (-$2.0K)

Filed 2026-11-05

Triumph Capital Management

INCREASED

Shares359 from 319

Change+40 (+13%)

Value$4.1K (-$1.3K)

Filed 2026-10-14

True Wealth Design, LLC

NEW

Shares303

Change+303

Value$3.5K

Filed 2026-10-13

Godsey & Gibb, Inc

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$3.4K (-$1.7K)

Filed 2026-10-14

Ascentis Wealth Management, LLC

NEW

Shares269

Change+269

Value$3.1K

Filed 2026-11-03

Farmers & Merchants Investments Inc

INCREASED

Shares173 from 105

Change+68 (+65%)

Value$2.0K (+$201)

Filed 2026-10-22

Bare Financial Services, Inc

DECREASED

Shares114 from 516

Change-402 (-78%)

Value$1.3K (-$7.4K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares103

Change+103

Value$1.2K

Filed 2026-10-21

Spire Wealth Management

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1.1K (-$550)

Filed 2026-10-30

Assetmark, Inc

INCREASED

Shares62 from 34

Change+28 (+82%)

Value$710 (+$134)

Filed 2026-10-21

Laurel Wealth Advisors LLC

NEW

Shares58

Change+58

Value$660

Filed 2026-10-27

Leonteq Securities AG

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$527 (-$253)

Filed 2026-10-29

Clearstead Advisors, LLC

INCREASED

Shares45 from 43

Change+2 (+5%)

Value$516 (-$213)

Filed 2026-11-06

1620 Investment Advisors, Inc.

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$492 (-$237)

Filed 2026-11-04

UMB Private Wealth Management, LLC

NEW

Shares30

Change+30

Value$344

Filed 2026-10-19

Torren Management, LLC

DECREASED

Shares30 from 72

Change-42 (-58%)

Value$347 (-$882)

Filed 2026-10-29

Manchester Capital Management LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$275 (-$132)

Filed 2026-10-22

CoreCap Advisors, LLC

NEW

Shares13

Change+13

Value$149

Filed 2026-10-08

Gilpin Wealth Management, LLC

DECREASED

Shares12 from 25

Change-13 (-52%)

Value$138 (-$286)

Filed 2026-10-09

Abound Wealth Management

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$58 (-$27)

Filed 2026-10-26

Activest Wealth Management

NEW

Shares3

Change+3

Value$34

Filed 2026-10-15

MV Capital Management, Inc.

NEW

Shares3

Change+3

Value$35

Filed 2026-10-29

Cullen T Bankers, Inc.

DECREASED

Shares1 from 1,045

Change-1,044 (-100%)

Value$11 (-$17.7K)

Filed 2026-10-28

Proathlete Wealth Management LLC

NEW

Shares0

Change0

Value$0

Filed 2026-10-15

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 60,532

Change-60,532 (-100%)

Value$0 (-$1.0M)

Filed 2026-11-06

Claro Advisors Inc.

CLOSED

Shares0 from 51,486

Change-51,486 (-100%)

Value$0 (-$872.7K)

Filed 2026-11-02

Virginia Retirement Systems ET Al

CLOSED

Shares0 from 20,600

Change-20,600 (-100%)

Value$0 (-$349.2K)

Filed 2026-10-28

Lido Advisors, LLC

CLOSED

Shares0 from 20,283

Change-20,283 (-100%)

Value$0 (-$353.4K)

Filed 2026-11-04

Wellington Shields & Co., LLC

CLOSED

Shares0 from 13,475

Change-13,475 (-100%)

Value$0 (-$228.4K)

Filed 2026-11-03

Axiom Investment Management LLC

CLOSED

Shares0 from 9,000

Change-9,000 (-100%)

Value$0 (-$152.6K)

Filed 2026-11-03

DT Investment Partners, LLC

CLOSED

Shares0 from 7,900

Change-7,900 (-100%)

Value$0 (-$133.9K)

Filed 2026-10-27

State of Wyoming

CLOSED

Shares0 from 7,214

Change-7,214 (-100%)

Value$0 (-$122.3K)

Filed 2026-10-28

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 6,617

Change-6,617 (-100%)

Value$0 (-$112.2K)

Filed 2026-11-03

High Note Wealth, LLC

CLOSED

Shares0 from 224

Change-224 (-100%)

Value$0 (-$3.8K)

Filed 2026-10-27

Private Wealth Management Group, LLC

CLOSED

Shares0 from 136

Change-136 (-100%)

Value$0 (-$2.3K)

Filed 2026-10-19

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 119

Change-119 (-100%)

Value$0 (-$2.1K)

Filed 2026-11-03

Capital Advisors, Ltd. LLC

CLOSED

Shares0 from 115

Change-115 (-100%)

Value$0 (-$2)

Filed 2026-10-27

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$729)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 (-$683)

Filed 2026-10-16

Avion Wealth

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 ($0)

Filed 2026-11-04

Larson Financial Group LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$492)

Filed 2026-11-05

Bell Investment Advisors, Inc

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$238)

Filed 2026-10-29

Evolution Advisers, Inc.

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 ($0)

Filed 2026-11-06

Davis Capital Management

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$136)

Filed 2026-10-08

Hughes Financial Services, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$34)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 24,981,252

Change-24,981,252 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 9,283,323

Change-9,283,323 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 8,895,012

Change-8,895,012 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 7,158,499

Change-7,158,499 (-100%)

Value—

State Street Corp

N/A

Shares— from 6,416,582

Change-6,416,582 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4,555,253

Change-4,555,253 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,825,447

Change-2,825,447 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 2,336,409

Change-2,336,409 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,934,896

Change-1,934,896 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,918,112

Change-1,918,112 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,570,822

Change-1,570,822 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 1,564,295

Change-1,564,295 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 1,311,682

Change-1,311,682 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,129,263

Change-1,129,263 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,041,211

Change-1,041,211 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 983,515

Change-983,515 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 976,748

Change-976,748 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 935,545

Change-935,545 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 904,552

Change-904,552 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 828,247

Change-828,247 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 809,067

Change-809,067 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 755,181

Change-755,181 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 543,571

Change-543,571 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 536,884

Change-536,884 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 476,188

Change-476,188 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 441,250

Change-441,250 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 398,674

Change-398,674 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 375,001

Change-375,001 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 367,971

Change-367,971 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 365,463

Change-365,463 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 355,929

Change-355,929 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 321,700

Change-321,700 (-100%)

Value—

Longfellow Investment Management Co LLC

N/A

Shares— from 320,000

Change-320,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 312,373

Change-312,373 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 310,329

Change-310,329 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 290,760

Change-290,760 (-100%)

Value—

John & Kathleen Schreiber Foundation

N/A

Shares— from 282,929

Change-282,929 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 268,179

Change-268,179 (-100%)

Value—

Bracebridge Capital, LLC

N/A

Shares— from 241,700

Change-241,700 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 205,358

Change-205,358 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 202,228

Change-202,228 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 192,757

Change-192,757 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 191,469

Change-191,469 (-100%)

Value—

Bamco Inc

N/A

Shares— from 190,942

Change-190,942 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 185,000

Change-185,000 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 179,896

Change-179,896 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 177,564

Change-177,564 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 177,034

Change-177,034 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 173,348

Change-173,348 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 166,221

Change-166,221 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 164,730

Change-164,730 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 159,207

Change-159,207 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 157,782

Change-157,782 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 150,114

Change-150,114 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 135,276

Change-135,276 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 130,096

Change-130,096 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 129,866

Change-129,866 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 128,276

Change-128,276 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 120,669

Change-120,669 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 116,729

Change-116,729 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 113,071

Change-113,071 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 108,497

Change-108,497 (-100%)

Value—

North Ground Capital

N/A

Shares— from 106,400

Change-106,400 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 101,211

Change-101,211 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 100,152

Change-100,152 (-100%)

Value—

One William Street Capital Management, L.P.

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 99,333

Change-99,333 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 90,162

Change-90,162 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 85,667

Change-85,667 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 76,685

Change-76,685 (-100%)

Value—

Argosy-Lionbridge Management, LLC

N/A

Shares— from 74,525

Change-74,525 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 72,371

Change-72,371 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 71,330

Change-71,330 (-100%)

Value—

Bradley Foster & Sargent Inc

N/A

Shares— from 68,250

Change-68,250 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 66,215

Change-66,215 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 63,363

Change-63,363 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 62,609

Change-62,609 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 62,200

Change-62,200 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 61,609

Change-61,609 (-100%)

Value—

Adalta Capital Management LLC

N/A

Shares— from 61,532

Change-61,532 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 60,795

Change-60,795 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 59,354

Change-59,354 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 58,354

Change-58,354 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 58,212

Change-58,212 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 57,351

Change-57,351 (-100%)

Value—

Fiduciary Group, LLC

N/A

Shares— from 55,854

Change-55,854 (-100%)

Value—

Caisse de Depot ET Placement DU Quebec

N/A

Shares— from 55,600

Change-55,600 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 55,293

Change-55,293 (-100%)

Value—

Callodine Capital Management, LP

N/A

Shares— from 48,881

Change-48,881 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 48,071

Change-48,071 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 47,663

Change-47,663 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 46,731

Change-46,731 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 46,722

Change-46,722 (-100%)

Value—

Partners Capital Investment Group, LLP

N/A

Shares— from 46,614

Change-46,614 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 44,023

Change-44,023 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 42,679

Change-42,679 (-100%)

Value—

Cander Asset Management LP

N/A

Shares— from 40,025

Change-40,025 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 39,729

Change-39,729 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 39,422

Change-39,422 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 39,309

Change-39,309 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 38,484

Change-38,484 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 37,669

Change-37,669 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 36,194

Change-36,194 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 35,800

Change-35,800 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 35,332

Change-35,332 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 34,358

Change-34,358 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 32,200

Change-32,200 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 31,660

Change-31,660 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 31,190

Change-31,190 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 29,607

Change-29,607 (-100%)

Value—

Chesapeake Capital Corp

N/A

Shares— from 27,775

Change-27,775 (-100%)

Value—

FMR LLC

N/A

Shares— from 26,973

Change-26,973 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 26,930

Change-26,930 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 26,445

Change-26,445 (-100%)

Value—

Tradewinds, Llc.

N/A

Shares— from 26,294

Change-26,294 (-100%)

Value—

Beck Capital Management, LLC

N/A

Shares— from 26,120

Change-26,120 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 25,098

Change-25,098 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 23,654

Change-23,654 (-100%)

Value—

Family Manage LLC

N/A

Shares— from 23,592

Change-23,592 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 23,328

Change-23,328 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 21,515

Change-21,515 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 21,478

Change-21,478 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 21,466

Change-21,466 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 21,176

Change-21,176 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 20,553

Change-20,553 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,470

Change-19,470 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 19,048

Change-19,048 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 18,840

Change-18,840 (-100%)

Value—

Vines Capital Management, LLC

N/A

Shares— from 18,808

Change-18,808 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,258

Change-18,258 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 18,032

Change-18,032 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 17,854

Change-17,854 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 17,195

Change-17,195 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 16,439

Change-16,439 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 16,291

Change-16,291 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 16,091

Change-16,091 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 15,517

Change-15,517 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 14,892

Change-14,892 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 14,666

Change-14,666 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 14,586

Change-14,586 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 14,344

Change-14,344 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 13,428

Change-13,428 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 12,748

Change-12,748 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 12,388

Change-12,388 (-100%)

Value—

Fort Point Capital Partners LLC

N/A

Shares— from 12,385

Change-12,385 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 12,025

Change-12,025 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 11,647

Change-11,647 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 11,178

Change-11,178 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Blair William & Co

N/A

Shares— from 10,606

Change-10,606 (-100%)

Value—

Westbourne Investments, Inc.

N/A

Shares— from 10,294

Change-10,294 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 10,171

Change-10,171 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 10,049

Change-10,049 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 7,877

Change-7,877 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 6,190

Change-6,190 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,241

Change-5,241 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 4,976

Change-4,976 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,686

Change-4,686 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,638

Change-4,638 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,551

Change-4,551 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 3,820

Change-3,820 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 3,660

Change-3,660 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 3,613

Change-3,613 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 3,225

Change-3,225 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 2,802

Change-2,802 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 2,471

Change-2,471 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 2,143

Change-2,143 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,019

Change-2,019 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 1,950

Change-1,950 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,779

Change-1,779 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 1,540

Change-1,540 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,473

Change-1,473 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 1,388

Change-1,388 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 1,226

Change-1,226 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,068

Change-1,068 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 1,030

Change-1,030 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 787

Change-787 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 750

Change-750 (-100%)

Value—

Wiser Advisor Group LLC

N/A

Shares— from 634

Change-634 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 540

Change-540 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 508

Change-508 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 500

Change-500 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 500

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SOA Wealth Advisors, Llc.

N/A

Shares— from 455

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Tanglewood Legacy Advisors, LLC

N/A

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Crewe Advisors LLC

N/A

Shares— from 361

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ST Germain D J Co Inc

N/A

Shares— from 250

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Allied Private Wealth LLC

N/A

Shares— from 240

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Basecamp Wealth Advisors LLC

N/A

Shares— from 222

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Harbour Investments, Inc.

N/A

Shares— from 200

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VSM Wealth Advisory, LLC

N/A

Shares— from 181

Change-181 (-100%)

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Keating Financial Advisory Services, Inc.

N/A

Shares— from 123

Change-123 (-100%)

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Cornerstone Financial Management LLC

N/A

Shares— from 58

Change-58 (-100%)

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Prestige Wealth Management Group LLC

N/A

Shares— from 41

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Quarry LP

N/A

Shares— from 40

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SHP Wealth Management

N/A

Shares— from 30

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Ankerstar Wealth, LLC

N/A

Shares— from 28

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Rialto Wealth Management, LLC

N/A

Shares— from 27

Change-27 (-100%)

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Transamerica Financial Advisors, LLC

N/A

Shares— from 21

Change-21 (-100%)

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Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

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JPL Wealth Management, LLC

N/A

Shares— from 1

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Value—

	Status
Geode Capital Management, LLC	DECREASED	3,257,626	4,107,919	-850,293	-21%	$69.6M	$37.3M	-$32.3M	2026-11-06
Algebris (UK) LTD	NEW	1,846,055	—	+1,846,055	—	—	$21.1M	—	2026-11-06
Bank of New York Mellon Corp	DECREASED	1,018,150	1,068,362	-50,212	-5%	$18.1M	$11.7M	-$6.5M	2026-11-05
Principal Financial Group Inc	DECREASED	748,484	755,358	-6,874	-1%	$12.8M	$8.6M	-$4.2M	2026-11-02
Dupree Financial Group, LLC	INCREASED	596,835	322,474	+274,361	+85%	$5.5M	$6.8M	+$1.4M	2026-10-09
LPL Financial LLC	INCREASED	528,233	220,984	+307,249	+139%	$3.7M	$6.0M	+$2.3M	2026-11-06
GFS Advisors, LLC	INCREASED	480,475	421,760	+58,715	+14%	$13.0K	$5.5M	+$5.5M	2026-11-03
Independent Financial Group, LLC	DECREASED	300,100	310,284	-10,184	-3%	$5.3M	$3.4M	-$1.8M	2026-10-13
Condor Capital Management	INCREASED	284,133	279,188	+4,945	+2%	$4.7M	$3.3M	-$1.5M	2026-11-06
GraniteShares Advisors LLC	NEW	212,518	—	+212,518	—	—	$2.4M	—	2026-10-29
Baker Avenue Asset Management, LP	INCREASED	200,862	185,833	+15,029	+8%	$3.1M	$2.3M	-$850.0K	2026-11-06
Ellis Investment Partners, LLC	INCREASED	199,255	188,470	+10,785	+6%	$3.2M	$2.3M	-$913.1K	2026-10-21
Russell Investments Group, Ltd.	DECREASED	192,546	209,639	-17,093	-8%	$3.6M	$2.2M	-$1.3M	2026-11-06
Y-Intercept (Hong Kong) Ltd	NEW	164,445	—	+164,445	—	—	$1.9M	—	2026-10-16
Shikiar Asset Management Inc	DECREASED	160,750	204,900	-44,150	-22%	$3.5M	$1.8M	-$1.6M	2026-10-20
Deutsche Bank Ag\	DECREASED	154,866	166,498	-11,632	-7%	$2.8M	$1.8M	-$1.0M	2026-11-06
Nations Financial Group Inc,	DECREASED	148,190	293,289	-145,099	-49%	$5.0M	$1.7M	-$3.3M	2026-11-05
Carmel Capital Partners, LLC	DECREASED	144,851	147,264	-2,413	-2%	$2.5M	$1.7M	-$837.6K	2026-11-03
Imc-Chicago, LLC	INCREASED	120,984	52,945	+68,039	+129%	$897.4K	$1.4M	+$487.8K	2026-11-05
Thrivent Financial for Lutherans	DECREASED	99,569	102,616	-3,047	-3%	$1.7M	$1.1M	-$599.0K	2026-11-05
Parallel Advisors, LLC	DECREASED	97,309	97,820	-511	-1%	$1.7M	$1.1M	-$543.9K	2026-11-03
Wolff Wiese Magana LLC	INCREASED	89,421	82,681	+6,740	+8%	$1.4M	$1.0M	-$377.6K	2026-10-15
State of New Jersey Common Pension Fund D	DECREASED	81,735	89,124	-7,389	-8%	$1.5M	$935.9K	-$574.8K	2026-11-05
New York State Teachers Retirement System	DECREASED	80,700	90,673	-9,973	-11%	$1.5M	$924.0K	-$613.0K	2026-10-22
Illinois Municipal Retirement Fund	DECREASED	79,981	82,562	-2,581	-3%	$1.4M	$915.8K	-$483.6K	2026-11-05
UMB Bank, n.a.	INCREASED	76,536	2,085	+74,451	+3571%	$35.3K	$876.3K	+$841.0K	2026-11-06
Barclays PLC	INCREASED	71,891	32,550	+39,341	+121%	$551.7K	$823.2K	+$271.4K	2026-11-06
True North Advisors, LLC	INCREASED	68,628	62,997	+5,631	+9%	$1.1M	$818.0K	-$249.8K	2026-10-22
Louisiana State Employees Retirement System	DECREASED	66,700	68,500	-1,800	-3%	$1.2M	$763.7K	-$397.4K	2026-10-20
Simplex Trading, LLC	INCREASED	57,996	17,911	+40,085	+224%	$303.6K	$664.1K	+$360.5K	2026-11-04
Diversify Advisory Services, LLC	INCREASED	57,264	53,730	+3,534	+7%	$893.0K	$617.3K	-$275.7K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	57,264	53,730	+3,534	+7%	$893.0K	$617.3K	-$275.7K	2026-10-20
Inspire Investing, LLC	NEW	55,278	—	+55,278	—	—	$632.9K	—	2026-10-22
Choreo, LLC	DECREASED	55,216	232,239	-177,023	-76%	$3.9M	$632.5K	-$3.3M	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	54,876	63,096	-8,220	-13%	$1.1M	$628.3K	-$441.2K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	53,694	53,269	+425	+1%	$902.9K	$614.8K	-$288.1K	2026-11-02
Creative Planning	INCREASED	46,720	25,884	+20,836	+81%	$438.7K	$534.9K	+$96.2K	2026-11-02
Arizona State Retirement System	INCREASED	45,143	44,232	+911	+2%	$749.7K	$516.9K	-$232.8K	2026-11-03
Allworth Financial LP	INCREASED	45,080	45,075	+5	+0%	$764.0K	$764.1K	+$84	2026-11-06
TT Capital Management LLC	INCREASED	44,850	11,800	+33,050	+280%	$200.0K	$513.5K	+$313.5K	2026-10-15
Strs Ohio	INCREASED	44,200	31,700	+12,500	+39%	$537.3K	$506.1K	-$31.2K	2026-10-30
Amalgamated Bank	DECREASED	40,719	42,121	-1,402	-3%	$714.0K	$466.0K	-$248.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	39,934	42,013	-2,079	-5%	$712.1K	$457.2K	-$254.9K	2026-10-22
Strategic Family Wealth Counselors, L.L.C.	DECREASED	38,463	39,265	-802	-2%	$665.5K	$440.4K	-$225.1K	2026-10-29
MBM Wealth Consultants, LLC	INCREASED	37,984	26,561	+11,423	+43%	$450.2K	$434.9K	-$15.3K	2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	36,885	37,057	-172	0%	$628.1K	$422.3K	-$205.8K	2026-11-03
JBR Co Financial Management Inc	UNCHANGED	35,850	35,850	0	0%	$607.7K	$608.0K	+$358	2026-10-13
Oregon Public Employees Retirement Fund	DECREASED	35,148	35,548	-400	-1%	$602.5K	$402.4K	-$200.1K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	34,949	22,728	+12,221	+54%	$385.2K	$400.2K	+$14.9K	2026-11-05
Amundi	DECREASED	34,151	34,740	-589	-2%	$588.8K	$391.0K	-$197.8K	2026-11-06
Vise Technologies, Inc.	NEW	33,673	—	+33,673	—	—	$385.6K	—	2026-10-29
Elevation Point Wealth Partners, LLC	DECREASED	31,888	39,337	-7,449	-19%	$685.2K	$380.1K	-$305.2K	2026-11-05
MacKenzie Financial Corp	DECREASED	31,596	31,598	-2	0%	$535.6K	$361.8K	-$173.8K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	31,238	26,873	+4,365	+16%	$455.0K	$358.0K	-$97.0K	2026-11-02
Samalin Investment Counsel, LLC	INCREASED	31,143	22,105	+9,038	+41%	$374.7K	$356.6K	-$18.1K	2026-10-23
MGO One Seven LLC	NEW	30,893	—	+30,893	—	—	$353.7K	—	2026-10-28
Wealth Enhancement Advisory Services, LLC	INCREASED	30,235	25,638	+4,597	+18%	$437.1K	$338.9K	-$98.2K	2026-10-13
Pictet Asset Management Holding SA	UNCHANGED	26,672	26,672	0	0%	$452.1K	$305.4K	-$146.7K	2026-11-03
MCF Advisors LLC	UNCHANGED	26,416	26,416	0	0%	$447.8K	$314.6K	-$133.1K	2026-10-28
State of Alaska, Department of Revenue	DECREASED	26,300	51,462	-25,162	-49%	$872.0K	$301.0K	-$571.0K	2026-10-15
Whipplewood Advisors, LLC	INCREASED	23,478	18,577	+4,901	+26%	$314.9K	$268.8K	-$46.1K	2026-10-20
BI Asset Management Fondsmaeglerselskab A/S	DECREASED	22,871	26,100	-3,229	-12%	$442.0K	$262.0K	-$180.0K	2026-10-22
ProShare Advisors LLC	DECREASED	22,100	22,983	-883	-4%	$389.6K	$253.0K	-$136.5K	2026-10-29
Citigroup Inc	DECREASED	21,969	83,128	-61,159	-74%	$1.4M	$251.5K	-$1.2M	2026-11-04
Compound Planning, Inc.	NEW	21,961	—	+21,961	—	—	$251.5K	—	2026-11-05
Naples Global Advisors, LLC	DECREASED	20,600	22,775	-2,175	-10%	$387.7K	$237.3K	-$150.4K	2026-11-05
Pacific Capital Wealth Advisors, Inc.	NEW	20,000	—	+20,000	—	—	$229.0K	—	2026-10-22
Kennicott Capital Management LLC	UNCHANGED	19,900	19,900	0	0%	$337.3K	$227.9K	-$109.4K	2026-10-16
US Bancorp \de\	INCREASED	19,029	16,852	+2,177	+13%	$285.6K	$217.9K	-$67.8K	2026-11-05
Mutual of America Capital Management LLC	DECREASED	17,863	17,899	-36	0%	$303.4K	$204.5K	-$98.9K	2026-10-23
Bright Futures Wealth Management, Llc.	INCREASED	17,462	16,985	+477	+3%	$287.9K	$199.9K	-$88.0K	2026-10-23
Crumly & Associates Inc.	UNCHANGED	16,291	16,291	0	0%	$276.1K	$186.5K	-$89.6K	2026-10-07
Sanders Morris Harris LLC	NEW	16,000	—	+16,000	—	—	$187.4K	—	2026-10-14
Gamma Investing LLC	INCREASED	15,502	4,455	+11,047	+248%	$75.5K	$177.5K	+$102.0K	2026-10-08
Xponance LLC	DECREASED	15,350	20,503	-5,153	-25%	$347.5K	$175.8K	-$171.8K	2026-11-03
CIBC Asset Management Inc	DECREASED	14,821	15,048	-227	-2%	$255.1K	$169.7K	-$85.4K	2026-11-05
Amplius Wealth Advisors, LLC	INCREASED	14,453	13,640	+813	+6%	$231.2K	$165.5K	-$65.7K	2026-10-20
World Equity Group, Inc.	DECREASED	14,152	25,828	-11,676	-45%	$437.8K	$162.0K	-$275.7K	2026-10-14
Spirit of America Management Corp	UNCHANGED	13,765	13,765	0	0%	$233.3K	$157.6K	-$75.7K	2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC	NEW	13,550	—	+13,550	—	—	$155.1K	—	2026-10-28
Blue Trust, Inc.	NEW	13,470	—	+13,470	—	—	$154.2K	—	2026-10-15
HB Wealth Management, LLC	NEW	13,161	—	+13,161	—	—	$150.7K	—	2026-10-23
Summit Asset Management, LLC	UNCHANGED	12,300	12,300	0	0%	$208.5K	$140.8K	-$67.7K	2026-11-05
Pekin Hardy Strauss, Inc.	UNCHANGED	11,783	11,783	0	0%	$199.7K	$134.9K	-$64.8K	2026-11-02
Chicago Partners Investment Group LLC	NEW	11,573	—	+11,573	—	—	$122.7K	—	2026-10-27
Csenge Advisory Group	NEW	11,455	—	+11,455	—	—	$131.2K	—	2026-11-04
Nykredit A/S	UNCHANGED	11,330	11,330	0	0%	$192.0K	$129.7K	-$62.3K	2026-11-06
Swiss Life Asset Management Ltd	UNCHANGED	11,149	11,149	0	0%	$189.0K	$127.7K	-$61.3K	2026-11-03
First Premier Bank	UNCHANGED	10,315	10,315	0	0%	$175.0K	$118.0K	-$57.0K	2026-10-13
PNC Financial Services Group, Inc.	DECREASED	10,265	51,393	-41,128	-80%	$871.1K	$117.5K	-$753.6K	2026-11-06
Wealthstar Advisors, LLC	UNCHANGED	10,250	10,250	0	0%	$173.7K	$117.4K	-$56.4K	2026-10-19
Oakworth Capital, Inc.	UNCHANGED	9,600	9,600	0	0%	$162.8K	$109.9K	-$52.9K	2026-10-26
Versant Capital Management, Inc	INCREASED	6,858	552	+6,306	+1142%	$9.4K	$78.5K	+$69.2K	2026-10-02
KBC Group NV	UNCHANGED	6,840	6,840	0	0%	$116.0K	$78.0K	-$38.0K	2026-10-22
Private Trust Co NA	INCREASED	6,630	5,544	+1,086	+20%	$94.0K	$75.9K	-$18.1K	2026-10-20
IFP Advisors, Inc	DECREASED	5,159	6,041	-882	-15%	$102.4K	$59.1K	-$43.3K	2026-10-16
Covestor Ltd	INCREASED	5,056	223	+4,833	+2167%	$4	$58.0K	+$58.0K	2026-10-30
Union Bancaire Privee, UBP SA	UNCHANGED	5,000	5,000	0	0%	$76.3K	$54.3K	-$22.0K	2026-11-04
Fulcrum Asset Management LLP	INCREASED	4,894	1,670	+3,224	+193%	$29.1K	$60.2K	+$31.2K	2026-11-04
Chapman Financial Group, LLC	NEW	4,401	—	+4,401	—	—	$50.4K	—	2026-10-26
Mountain Hill Investment Partners Corp.	INCREASED	3,801	3,699	+102	+3%	$62.7K	$43.5K	-$19.2K	2026-10-23
Bayforest Capital Ltd	INCREASED	3,460	263	+3,197	+1216%	$4.5K	$39.6K	+$35.2K	2026-11-03
Signaturefd, LLC	DECREASED	3,273	3,562	-289	-8%	$60.4K	$37.5K	-$22.9K	2026-10-23
Sterling Capital Management LLC	DECREASED	3,169	3,257	-88	-3%	$55.2K	$36.3K	-$18.9K	2026-10-22
Central Pacific Bank - Trust Division	INCREASED	3,000	2,000	+1,000	+50%	$33.9K	$34.4K	+$450	2026-10-06
Ascentis Independent Advisors	NEW	2,146	—	+2,146	—	—	$24.6K	—	2026-11-03
Fifth Third Bancorp	INCREASED	1,980	835	+1,145	+137%	$14.2K	$22.7K	+$8.5K	2026-11-05
Nisa Investment Advisors, LLC	DECREASED	1,842	3,747	-1,905	-51%	$65.3K	$22.0K	-$43.3K	2026-10-20
Salomon & Ludwin, LLC	INCREASED	1,727	1,666	+61	+4%	$28.3K	$19.8K	-$8.5K	2026-10-29
Rossby Financial, LCC	INCREASED	1,645	897	+748	+83%	$15.2K	$18.8K	+$3.6K	2026-11-05
Pinnacle Wealth Planning Services, Inc.	DECREASED	1,419	3,924	-2,505	-64%	$66.5K	$16.2K	-$50.3K	2026-10-27
Farther Finance Advisors, LLC	DECREASED	1,370	1,465	-95	-6%	$24.9K	$15.7K	-$9.2K	2026-10-08
Madden Securities Corp	NEW	1,250	—	+1,250	—	—	$14.3K	—	2026-10-27
Essential Partners LLC	INCREASED	1,035	38	+997	+2624%	$644	$11.9K	+$11.2K	2026-10-14
Cassaday & Co Wealth Management LLC	INCREASED	970	944	+26	+3%	$16.0K	$11.1K	-$4.9K	2026-10-27
SJS Investment Consulting Inc.	INCREASED	860	50	+810	+1620%	$848	$9.8K	+$9.0K	2026-10-26
Pacific Center for Financial Services	UNCHANGED	850	850	0	0%	$14.4K	$9.7K	-$4.7K	2026-10-15
Jacobi Capital Management LLC	NEW	612	—	+612	—	—	$7.0K	—	2026-11-05
Lanark Financial, Inc.	UNCHANGED	610	610	0	0%	$10.3K	$7.0K	-$3.4K	2026-10-26
Parkside Financial Bank & Trust	INCREASED	600	339	+261	+77%	$5.7K	$6.9K	+$1.1K	2026-10-27
EverSource Wealth Advisors, LLC	DECREASED	561	1,172	-611	-52%	$19.9K	$6.4K	-$13.4K	2026-11-04
MassMutual Private Wealth & Trust, FSB	INCREASED	546	185	+361	+195%	$3.1K	$6.3K	+$3.1K	2026-10-05
Bokf, NA	UNCHANGED	540	540	0	0%	$9.2K	$6.2K	-$3.0K	2026-10-27
Valley National Advisers Inc	INCREASED	532	500	+32	+6%	$8.5K	$6.1K	-$2.4K	2026-10-23
Provenance Wealth Advisors, LLC	NEW	509	—	+509	—	—	$5.8K	—	2026-10-30
James T. Borello RIA	UNCHANGED	500	500	0	0%	$8.5K	$5.7K	-$2.8K	2026-10-16
North Star Investment Management Corp.	UNCHANGED	500	500	0	0%	$8.5K	$5.7K	-$2.8K	2026-10-27
Meriwether Wealth & Planning, LLC	NEW	465	—	+465	—	—	$5.3K	—	2026-10-13
Harbor Capital Advisors, Inc.	INCREASED	425	387	+38	+10%	$7	$5	-$2	2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	366	366	0	0%	$6.2K	$4.2K	-$2.0K	2026-11-05
Triumph Capital Management	INCREASED	359	319	+40	+13%	$5.4K	$4.1K	-$1.3K	2026-10-14
True Wealth Design, LLC	NEW	303	—	+303	—	—	$3.5K	—	2026-10-13
Godsey & Gibb, Inc	UNCHANGED	300	300	0	0%	$5.1K	$3.4K	-$1.7K	2026-10-14
Ascentis Wealth Management, LLC	NEW	269	—	+269	—	—	$3.1K	—	2026-11-03
Farmers & Merchants Investments Inc	INCREASED	173	105	+68	+65%	$1.8K	$2.0K	+$201	2026-10-22
Bare Financial Services, Inc	DECREASED	114	516	-402	-78%	$8.7K	$1.3K	-$7.4K	2026-11-04
Root Financial Partners, LLC	NEW	103	—	+103	—	—	$1.2K	—	2026-10-21
Spire Wealth Management	UNCHANGED	100	100	0	0%	$1.7K	$1.1K	-$550	2026-10-30
Assetmark, Inc	INCREASED	62	34	+28	+82%	$576	$710	+$134	2026-10-21
Laurel Wealth Advisors LLC	NEW	58	—	+58	—	—	$660	—	2026-10-27
Leonteq Securities AG	UNCHANGED	46	46	0	0%	$780	$527	-$253	2026-10-29
Clearstead Advisors, LLC	INCREASED	45	43	+2	+5%	$729	$516	-$213	2026-11-06
1620 Investment Advisors, Inc.	UNCHANGED	43	43	0	0%	$729	$492	-$237	2026-11-04
UMB Private Wealth Management, LLC	NEW	30	—	+30	—	—	$344	—	2026-10-19
Torren Management, LLC	DECREASED	30	72	-42	-58%	$1.2K	$347	-$882	2026-10-29
Manchester Capital Management LLC	UNCHANGED	24	24	0	0%	$407	$275	-$132	2026-10-22
CoreCap Advisors, LLC	NEW	13	—	+13	—	—	$149	—	2026-10-08
Gilpin Wealth Management, LLC	DECREASED	12	25	-13	-52%	$424	$138	-$286	2026-10-09
Abound Wealth Management	UNCHANGED	5	5	0	0%	$85	$58	-$27	2026-10-26
Activest Wealth Management	NEW	3	—	+3	—	—	$34	—	2026-10-15
MV Capital Management, Inc.	NEW	3	—	+3	—	—	$35	—	2026-10-29
Cullen T Bankers, Inc.	DECREASED	1	1,045	-1,044	-100%	$17.7K	$11	-$17.7K	2026-10-28
Proathlete Wealth Management LLC	NEW	0	—	0	—	—	$0	—	2026-10-15
Kestra Private Wealth Services, LLC	CLOSED	0	60,532	-60,532	-100%	$1.0M	$0	-$1.0M	2026-11-06
Claro Advisors Inc.	CLOSED	0	51,486	-51,486	-100%	$872.7K	$0	-$872.7K	2026-11-02
Virginia Retirement Systems ET Al	CLOSED	0	20,600	-20,600	-100%	$349.2K	$0	-$349.2K	2026-10-28
Lido Advisors, LLC	CLOSED	0	20,283	-20,283	-100%	$353.4K	$0	-$353.4K	2026-11-04
Wellington Shields & Co., LLC	CLOSED	0	13,475	-13,475	-100%	$228.4K	$0	-$228.4K	2026-11-03
Axiom Investment Management LLC	CLOSED	0	9,000	-9,000	-100%	$152.6K	$0	-$152.6K	2026-11-03
DT Investment Partners, LLC	CLOSED	0	7,900	-7,900	-100%	$133.9K	$0	-$133.9K	2026-10-27
State of Wyoming	CLOSED	0	7,214	-7,214	-100%	$122.3K	$0	-$122.3K	2026-10-28
Wellington Shields Capital Management, LLC	CLOSED	0	6,617	-6,617	-100%	$112.2K	$0	-$112.2K	2026-11-03
High Note Wealth, LLC	CLOSED	0	224	-224	-100%	$3.8K	$0	-$3.8K	2026-10-27
Private Wealth Management Group, LLC	CLOSED	0	136	-136	-100%	$2.3K	$0	-$2.3K	2026-10-19
JFS Wealth Advisors, LLC	CLOSED	0	119	-119	-100%	$2.1K	$0	-$2.1K	2026-11-03
Capital Advisors, Ltd. LLC	CLOSED	0	115	-115	-100%	$2	$0	-$2	2026-10-27
Plante Moran Financial Advisors, LLC	CLOSED	0	43	-43	-100%	$729	$0	-$729	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	41	-41	-100%	$683	$0	-$683	2026-10-16
Avion Wealth	CLOSED	0	31	-31	-100%	$0	$0	$0	2026-11-04
Larson Financial Group LLC	CLOSED	0	29	-29	-100%	$492	$0	-$492	2026-11-05
Bell Investment Advisors, Inc	CLOSED	0	14	-14	-100%	$238	$0	-$238	2026-10-29
Evolution Advisers, Inc.	CLOSED	0	11	-11	-100%	$0	$0	$0	2026-11-06
Davis Capital Management	CLOSED	0	8	-8	-100%	$136	$0	-$136	2026-10-08
Hughes Financial Services, LLC	CLOSED	0	2	-2	-100%	$34	$0	-$34	2026-10-30
BlackRock, Inc.	N/A	—	24,981,252	-24,981,252	-100%	$423.4M	—	—	—
Blackstone Inc.	N/A	—	9,283,323	-9,283,323	-100%	$157.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	8,895,012	-8,895,012	-100%	$150.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	7,158,499	-7,158,499	-100%	$121.3M	—	—	—
State Street Corp	N/A	—	6,416,582	-6,416,582	-100%	$111.7M	—	—	—
UBS Group AG	N/A	—	4,555,253	-4,555,253	-100%	$77.2M	—	—	—
Morgan Stanley	N/A	—	2,825,447	-2,825,447	-100%	$47.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	2,336,409	-2,336,409	-100%	$39.6M	—	—	—
Northern Trust Corp	N/A	—	1,934,896	-1,934,896	-100%	$32.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,918,112	-1,918,112	-100%	$32.5M	—	—	—
Invesco Ltd.	N/A	—	1,570,822	-1,570,822	-100%	$26.6M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	1,564,295	-1,564,295	-100%	$26.5M	—	—	—
Advisors Capital Management, LLC	N/A	—	1,311,682	-1,311,682	-100%	$22.2M	—	—	—
Wells Fargo & Company	N/A	—	1,129,263	-1,129,263	-100%	$19.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,041,211	-1,041,211	-100%	$17.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	983,515	-983,515	-100%	$16.7M	—	—	—
Bank of America Corp	N/A	—	976,748	-976,748	-100%	$16.6M	—	—	—
Van Eck Associates Corp	N/A	—	935,545	-935,545	-100%	$15.9M	—	—	—
MetLife Investment Management, LLC	N/A	—	904,552	-904,552	-100%	$15.3M	—	—	—
Nuveen, LLC	N/A	—	828,247	-828,247	-100%	$14.0M	—	—	—
Balyasny Asset Management L.P.	N/A	—	809,067	-809,067	-100%	$13.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	755,181	-755,181	-100%	$12.8M	—	—	—
Victory Capital Management Inc	N/A	—	543,571	-543,571	-100%	$9.2M	—	—	—
Public Sector Pension Investment Board	N/A	—	536,884	-536,884	-100%	$9.1M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	476,188	-476,188	-100%	$8.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	441,250	-441,250	-100%	$7.5M	—	—	—
Rhumbline Advisers	N/A	—	398,674	-398,674	-100%	$6.8M	—	—	—
Westwood Holdings Group Inc	N/A	—	375,001	-375,001	-100%	$6.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	367,971	-367,971	-100%	$6.2M	—	—	—
Neuberger Berman Group LLC	N/A	—	365,463	-365,463	-100%	$6.2M	—	—	—
Legal & General Group Plc	N/A	—	355,929	-355,929	-100%	$6.0M	—	—	—
Swiss National Bank	N/A	—	321,700	-321,700	-100%	$5.5M	—	—	—
Longfellow Investment Management Co LLC	N/A	—	320,000	-320,000	-100%	$5.4M	—	—	—
Ameriprise Financial Inc	N/A	—	312,373	-312,373	-100%	$5.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	310,329	-310,329	-100%	$5.3M	—	—	—
JPMorgan Chase & Co	N/A	—	290,760	-290,760	-100%	$5.2M	—	—	—
John & Kathleen Schreiber Foundation	N/A	—	282,929	-282,929	-100%	$4.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	268,179	-268,179	-100%	$4.5M	—	—	—
Bracebridge Capital, LLC	N/A	—	241,700	-241,700	-100%	$4.1M	—	—	—
Focus Partners Wealth	N/A	—	205,358	-205,358	-100%	$3.5M	—	—	—
Price T Rowe Associates Inc	N/A	—	202,228	-202,228	-100%	$3.4M	—	—	—
California State Teachers Retirement System	N/A	—	192,757	-192,757	-100%	$3.3M	—	—	—
Alliancebernstein L.P.	N/A	—	191,469	-191,469	-100%	$3.7M	—	—	—
Bamco Inc	N/A	—	190,942	-190,942	-100%	$3.2M	—	—	—
Gabelli Funds LLC	N/A	—	185,000	-185,000	-100%	$3.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	179,896	-179,896	-100%	$3.0M	—	—	—
Edgestream Partners, L.P.	N/A	—	177,564	-177,564	-100%	$3.0M	—	—	—
Two Sigma Investments, LP	N/A	—	177,034	-177,034	-100%	$3.0M	—	—	—
AQR Capital Management LLC	N/A	—	173,348	-173,348	-100%	$2.9M	—	—	—
Royal Bank of Canada	N/A	—	166,221	-166,221	-100%	$2.8M	—	—	—
Prudential Financial Inc	N/A	—	164,730	-164,730	-100%	$2.8M	—	—	—
Tudor Investment Corp ET AL	N/A	—	159,207	-159,207	-100%	$2.7M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	157,782	-157,782	-100%	$2.7M	—	—	—
Raymond James Financial Inc	N/A	—	150,114	-150,114	-100%	$2.5M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	135,276	-135,276	-100%	$2.3M	—	—	—
HighTower Advisors, LLC	N/A	—	130,096	-130,096	-100%	$2.2M	—	—	—
SEI Investments Co	N/A	—	129,866	-129,866	-100%	$2.2M	—	—	—
Voya Investment Management LLC	N/A	—	128,276	-128,276	-100%	$2.2M	—	—	—
Group One Trading LLC	N/A	—	120,669	-120,669	-100%	$2.0M	—	—	—
Brown Brothers Harriman & Co	N/A	—	116,729	-116,729	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	113,071	-113,071	-100%	$1.9M	—	—	—
First Trust Advisors LP	N/A	—	108,497	-108,497	-100%	$1.8M	—	—	—
North Ground Capital	N/A	—	106,400	-106,400	-100%	$1.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	101,211	-101,211	-100%	$1.7M	—	—	—
SG Americas Securities, LLC	N/A	—	100,152	-100,152	-100%	$1.7M	—	—	—
One William Street Capital Management, L.P.	N/A	—	100,000	-100,000	-100%	$1.7M	—	—	—
Quantinno Capital Management LP	N/A	—	99,333	-99,333	-100%	$1.7M	—	—	—
CIBC World Market Inc.	N/A	—	90,162	-90,162	-100%	$1.5M	—	—	—
Penserra Capital Management LLC	N/A	—	85,667	-85,667	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	76,685	-76,685	-100%	$1.3M	—	—	—
Argosy-Lionbridge Management, LLC	N/A	—	74,525	-74,525	-100%	$1.3M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	72,371	-72,371	-100%	$1.2M	—	—	—
Jupiter Topco LLC	N/A	—	71,330	-71,330	-100%	$1.2M	—	—	—
Bradley Foster & Sargent Inc	N/A	—	68,250	-68,250	-100%	$1.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	66,215	-66,215	-100%	$1.1M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	63,363	-63,363	-100%	$1.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	62,609	-62,609	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	62,200	-62,200	-100%	$1.1M	—	—	—
Capital Fund Management S.A.	N/A	—	61,609	-61,609	-100%	$1.0M	—	—	—
Adalta Capital Management LLC	N/A	—	61,532	-61,532	-100%	$1.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	60,795	-60,795	-100%	$1.0M	—	—	—
Pacific SUN Financial Corp	N/A	—	59,354	-59,354	-100%	$1.0M	—	—	—
New York State Common Retirement Fund	N/A	—	58,354	-58,354	-100%	$989.1K	—	—	—
Atom Investors LP	N/A	—	58,212	-58,212	-100%	$986.7K	—	—	—
Handelsbanken Fonder AB	N/A	—	57,351	-57,351	-100%	$972.0K	—	—	—
Fiduciary Group, LLC	N/A	—	55,854	-55,854	-100%	$946.7K	—	—	—
Caisse de Depot ET Placement DU Quebec	N/A	—	55,600	-55,600	-100%	$942.4K	—	—	—
GSA Capital Partners LLP	N/A	—	55,293	-55,293	-100%	$937.0K	—	—	—
Callodine Capital Management, LP	N/A	—	48,881	-48,881	-100%	$828.5K	—	—	—
Squarepoint Ops LLC	N/A	—	48,071	-48,071	-100%	$814.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	47,663	-47,663	-100%	$807.9K	—	—	—
Bank of Montreal	N/A	—	46,731	-46,731	-100%	$792.1K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	46,722	-46,722	-100%	$791.9K	—	—	—
Partners Capital Investment Group, LLP	N/A	—	46,614	-46,614	-100%	$790.1K	—	—	—
Intech Investment Management LLC	N/A	—	44,023	-44,023	-100%	$746.2K	—	—	—
Cerity Partners LLC	N/A	—	42,679	-42,679	-100%	$723.4K	—	—	—
Cander Asset Management LP	N/A	—	40,025	-40,025	-100%	$678.4K	—	—	—
Private Advisor Group, LLC	N/A	—	39,729	-39,729	-100%	$673.4K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	39,422	-39,422	-100%	$668.0K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	39,309	-39,309	-100%	$666.3K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	38,484	-38,484	-100%	$652.3K	—	—	—
Caxton Associates LLP	N/A	—	37,669	-37,669	-100%	$638.5K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	36,194	-36,194	-100%	$613.5K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	35,800	-35,800	-100%	$621.1K	—	—	—
Stifel Financial Corp	N/A	—	35,332	-35,332	-100%	$598.9K	—	—	—
Sankala Group LLC	N/A	—	34,358	-34,358	-100%	$489.3K	—	—	—
Cura Wealth Advisors, LLC	N/A	—	32,200	-32,200	-100%	$545.8K	—	—	—
Engineers Gate Manager LP	N/A	—	31,660	-31,660	-100%	$536.6K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	31,190	-31,190	-100%	$528.7K	—	—	—
Tidal Investments LLC	N/A	—	29,607	-29,607	-100%	$501.8K	—	—	—
Chesapeake Capital Corp	N/A	—	27,775	-27,775	-100%	$470.8K	—	—	—
FMR LLC	N/A	—	26,973	-26,973	-100%	$457.2K	—	—	—
Cresset Asset Management, LLC	N/A	—	26,930	-26,930	-100%	$469.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	26,445	-26,445	-100%	$448.5K	—	—	—
Tradewinds, Llc.	N/A	—	26,294	-26,294	-100%	$202.0K	—	—	—
Beck Capital Management, LLC	N/A	—	26,120	-26,120	-100%	$442.7K	—	—	—
Scotia Capital Inc.	N/A	—	25,098	-25,098	-100%	$425.4K	—	—	—
Natixis Advisors, LLC	N/A	—	23,654	-23,654	-100%	$400.0K	—	—	—
Family Manage LLC	N/A	—	23,592	-23,592	-100%	$399.9K	—	—	—
Captrust Financial Advisors	N/A	—	23,328	-23,328	-100%	$395.4K	—	—	—
Wealthspire Advisors, LLC	N/A	—	21,515	-21,515	-100%	$364.7K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	21,478	-21,478	-100%	$364.1K	—	—	—
State of Wisconsin Investment Board	N/A	—	21,466	-21,466	-100%	$363.8K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	21,176	-21,176	-100%	$358.9K	—	—	—
AlTi Global, Inc.	N/A	—	20,553	-20,553	-100%	$358.0K	—	—	—
XTX Topco Ltd	N/A	—	19,470	-19,470	-100%	$330.0K	—	—	—
Cary Street Partners Financial LLC	N/A	—	19,048	-19,048	-100%	$322.9K	—	—	—
Waterloo Capital, L.P.	N/A	—	18,840	-18,840	-100%	$319.3K	—	—	—
Vines Capital Management, LLC	N/A	—	18,808	-18,808	-100%	$318.8K	—	—	—
Mariner, LLC	N/A	—	18,258	-18,258	-100%	$309.5K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	18,032	-18,032	-100%	$305.6K	—	—	—
Teacher Retirement System of Texas	N/A	—	17,854	-17,854	-100%	$302.6K	—	—	—
Equitable Holdings, Inc.	N/A	—	17,195	-17,195	-100%	$291.5K	—	—	—
IEQ Capital, LLC	N/A	—	16,439	-16,439	-100%	$278.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	16,291	-16,291	-100%	$276.1K	—	—	—
Arkadios Wealth Advisors	N/A	—	16,091	-16,091	-100%	$272.7K	—	—	—
Essex Financial Services, Inc.	N/A	—	15,517	-15,517	-100%	$263.0K	—	—	—
Centaurus Financial, Inc.	N/A	—	14,892	-14,892	-100%	$252.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	14,666	-14,666	-100%	$248.6K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	14,586	-14,586	-100%	$247.2K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	14,344	-14,344	-100%	$243.0K	—	—	—
Franklin Resources Inc	N/A	—	13,428	-13,428	-100%	$227.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	12,748	-12,748	-100%	$216.1K	—	—	—
Freestone Grove Partners LP	N/A	—	12,388	-12,388	-100%	$210.0K	—	—	—
Fort Point Capital Partners LLC	N/A	—	12,385	-12,385	-100%	$215.8K	—	—	—
Bleakley Financial Group, LLC	N/A	—	12,025	-12,025	-100%	$203.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	11,647	-11,647	-100%	$197.4K	—	—	—
Rothschild Investment LLC	N/A	—	11,178	-11,178	-100%	$189.5K	—	—	—
one8zero8, LLC	N/A	—	11,000	-11,000	-100%	$186.5K	—	—	—
Blair William & Co	N/A	—	10,606	-10,606	-100%	$179.8K	—	—	—
Westbourne Investments, Inc.	N/A	—	10,294	-10,294	-100%	$174.5K	—	—	—
Fieldview Capital Management, LLC	N/A	—	10,171	-10,171	-100%	$172.4K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	10,049	-10,049	-100%	$170.3K	—	—	—
Vision Retirement, LLC	N/A	—	7,877	-7,877	-100%	$133.5K	—	—	—
Truvestments Capital LLC	N/A	—	6,190	-6,190	-100%	$104.9K	—	—	—
Arax Advisory Partners	N/A	—	5,241	-5,241	-100%	$88.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	5,000	-5,000	-100%	$84.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	4,976	-4,976	-100%	$84.3K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,686	-4,686	-100%	$79.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	4,638	-4,638	-100%	$80.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,551	-4,551	-100%	$77.1K	—	—	—
Millstone Evans Group, LLC	N/A	—	3,820	-3,820	-100%	$64.7K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	3,660	-3,660	-100%	$62.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	3,613	-3,613	-100%	$62.9K	—	—	—
Providence Capital Advisors, LLC	N/A	—	3,225	-3,225	-100%	$54.7K	—	—	—
Bogart Wealth, LLC	N/A	—	2,802	-2,802	-100%	$47.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	2,471	-2,471	-100%	$42.0K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	2,143	-2,143	-100%	$36.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,019	-2,019	-100%	$34.2K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	1,950	-1,950	-100%	$33.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,779	-1,779	-100%	$30.2K	—	—	—
Nomura Asset Management Co LTD	N/A	—	1,540	-1,540	-100%	$26.1K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	1,500	-1,500	-100%	$25.4K	—	—	—
Bessemer Group Inc	N/A	—	1,473	-1,473	-100%	$12.0K	—	—	—
Optiver Holding B.V.	N/A	—	1,388	-1,388	-100%	$23.5K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	1,226	-1,226	-100%	$20.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,068	-1,068	-100%	$18.1K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	1,030	-1,030	-100%	$17.5K	—	—	—
IFG Advisory, LLC	N/A	—	787	-787	-100%	$13.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	750	-750	-100%	$12.7K	—	—	—
Wiser Advisor Group LLC	N/A	—	634	-634	-100%	$10.7K	—	—	—
Aventura Private Wealth, LLC	N/A	—	540	-540	-100%	$9.2K	—	—	—
Webster Bank, N. A.	N/A	—	508	-508	-100%	$8.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	500	-500	-100%	$8.5K	—	—	—
HM Payson & Co	N/A	—	500	-500	-100%	$8.5K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	455	-455	-100%	$7.7K	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	400	-400	-100%	$6.8K	—	—	—
Crewe Advisors LLC	N/A	—	361	-361	-100%	$6.1K	—	—	—
ST Germain D J Co Inc	N/A	—	250	-250	-100%	$4.2K	—	—	—
Allied Private Wealth LLC	N/A	—	240	-240	-100%	$4.1K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	222	-222	-100%	$3.8K	—	—	—
Harbour Investments, Inc.	N/A	—	200	-200	-100%	$3.4K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	181	-181	-100%	$3.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	123	-123	-100%	$2.1K	—	—	—
Cornerstone Financial Management LLC	N/A	—	58	-58	-100%	$983	—	—	—
Prestige Wealth Management Group LLC	N/A	—	41	-41	-100%	$695	—	—	—
Quarry LP	N/A	—	40	-40	-100%	$678	—	—	—
SHP Wealth Management	N/A	—	30	-30	-100%	$509	—	—	—
Ankerstar Wealth, LLC	N/A	—	28	-28	-100%	$488	—	—	—
Rialto Wealth Management, LLC	N/A	—	27	-27	-100%	$458	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	21	-21	-100%	$365	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$17	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$17	—	—	—

Showing 377 of 377 institutions