BOX Inc (BOX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares2,776,670 from 2,668,128

Change+108,542 (+4%)

Value$93.0M (+$22.1M)

Filed 2026-11-04

Fisher Asset Management, LLC

INCREASED

Shares1,007,772 from 922,431

Change+85,341 (+9%)

Value$33.7M (+$9.3M)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares989,631 from 1,022,862

Change-33,231 (-3%)

Value$33.1M (+$6.0M)

Filed 2026-11-02

MacKenzie Financial Corp

INCREASED

Shares860,390 from 387,361

Change+473,029 (+122%)

Value$28.8M (+$18.5M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares813,759 from 821,972

Change-8,213 (-1%)

Value$27.2M (+$5.4M)

Filed 2026-11-05

Fort Washington Investment Advisors Inc

DECREASED

Shares719,453 from 1,115,887

Change-396,434 (-36%)

Value$24.1M (-$5.5M)

Filed 2026-10-15

TimesSquare Capital Management, LLC

NEW

Shares539,035

Change+539,035

Value$18.0M

Filed 2026-11-03

Citigroup Inc

INCREASED

Shares524,278 from 258,485

Change+265,793 (+103%)

Value$17.6M (+$10.7M)

Filed 2026-11-04

Assenagon Asset Management S.A.

INCREASED

Shares438,484 from 8,720

Change+429,764 (+4928%)

Value$14.7M (+$14.4M)

Filed 2026-10-15

Counterpoint Mutual Funds LLC

NEW

Shares282,078

Change+282,078

Value$9.4M

Filed 2026-10-16

Creative Planning

INCREASED

Shares212,339 from 165,728

Change+46,611 (+28%)

Value$7.1M (+$2.7M)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares149,684 from 136,108

Change+13,576 (+10%)

Value$5.0M (+$1.4M)

Filed 2026-11-06

Strs Ohio

INCREASED

Shares133,200 from 59,700

Change+73,500 (+123%)

Value$4.5M (+$2.9M)

Filed 2026-10-30

UniSuper Management Pty Ltd

DECREASED

Shares115,494 from 126,101

Change-10,607 (-8%)

Value$3.9M (+$520.0K)

Filed 2026-10-26

Triasima Portfolio Management inc.

NEW

Shares98,086

Change+98,086

Value$3.3M

Filed 2026-10-15

Thrivent Financial for Lutherans

DECREASED

Shares88,110 from 90,915

Change-2,805 (-3%)

Value$3.0M (+$537.0K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares72,592 from 73,656

Change-1,064 (-1%)

Value$2.4M (+$475.5K)

Filed 2026-11-05

Exchange Traded Concepts, LLC

DECREASED

Shares70,930 from 85,972

Change-15,042 (-17%)

Value$2.4M (+$93.0K)

Filed 2026-10-28

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares66,946 from 197,755

Change-130,809 (-66%)

Value$2.2M (-$3.0M)

Filed 2026-10-16

Louisiana State Employees Retirement System

DECREASED

Shares59,000 from 60,700

Change-1,700 (-3%)

Value$2.0M (+$364.3K)

Filed 2026-10-20

State of New Jersey Common Pension Fund D

DECREASED

Shares47,262 from 60,688

Change-13,426 (-22%)

Value$1.6M (-$28.3K)

Filed 2026-11-05

Mesirow Financial Investment Management, Inc.

DECREASED

Shares46,430 from 47,230

Change-800 (-2%)

Value$1.6M (+$301.0K)

Filed 2026-11-05

Oppenheimer Asset Management Inc.

DECREASED

Shares44,958 from 45,013

Change-55 (0%)

Value$1.5M (+$310.5K)

Filed 2026-10-27

New York State Teachers Retirement System

DECREASED

Shares44,697 from 45,418

Change-721 (-2%)

Value$1.5M (+$291.0K)

Filed 2026-10-22

Tealwood Asset Management Inc

DECREASED

Shares43,706 from 44,234

Change-528 (-1%)

Value$1.5M (+$289.0K)

Filed 2026-10-13

Vise Technologies, Inc.

INCREASED

Shares43,445 from 33,901

Change+9,544 (+28%)

Value$1.5M (+$554.8K)

Filed 2026-10-29

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares43,408 from 42,703

Change+705 (+2%)

Value$1.5M (+$320.0K)

Filed 2026-10-27

Moody Aldrich Partners LLC

NEW

Shares40,427

Change+40,427

Value$1.4M

Filed 2026-10-27

Achmea Investment Management B.V.

NEW

Shares38,900

Change+38,900

Value$1.3M

Filed 2026-10-30

Arizona State Retirement System

INCREASED

Shares38,053 from 37,247

Change+806 (+2%)

Value$1.3M (+$285.5K)

Filed 2026-11-03

Yousif Capital Management, LLC

DECREASED

Shares36,341 from 37,347

Change-1,006 (-3%)

Value$1.2M (+$225.5K)

Filed 2026-10-22

Amalgamated Bank

DECREASED

Shares35,880 from 37,161

Change-1,281 (-3%)

Value$1.2M (+$215.0K)

Filed 2026-10-23

US Bancorp \de\

DECREASED

Shares34,812 from 37,757

Change-2,945 (-8%)

Value$1.2M (+$163.4K)

Filed 2026-11-05

Harbor Capital Advisors, Inc.

DECREASED

Shares34,748 from 38,333

Change-3,585 (-9%)

Value$1.2M (+$146.0K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares32,640 from 32,831

Change-191 (-1%)

Value$1.1M (+$221.5K)

Filed 2026-11-03

Blue Trust, Inc.

DECREASED

Shares31,873 from 32,589

Change-716 (-2%)

Value$1.1M (+$202.2K)

Filed 2026-10-15

Oregon Public Employees Retirement Fund

DECREASED

Shares31,089 from 31,489

Change-400 (-1%)

Value$1.0M (+$205.1K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares30,772 from 20,115

Change+10,657 (+53%)

Value$1.0M (+$496.4K)

Filed 2026-11-05

Linden Thomas Advisory Services, LLC

DECREASED

Shares30,708 from 30,819

Change-111 (0%)

Value$1.0M (+$210.2K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares30,126 from 29,270

Change+856 (+3%)

Value$538.8K (+$140.1K)

Filed 2026-10-13

State of Alaska, Department of Revenue

DECREASED

Shares29,621 from 52,961

Change-23,340 (-44%)

Value$991.0K (-$414.0K)

Filed 2026-10-15

Jones Kertz & Associates, Inc.

UNCHANGED

Shares29,214 from 29,214

Change0 (0%)

Value$978.1K (+$202.7K)

Filed 2026-10-28

State of Wyoming

DECREASED

Shares27,889 from 31,406

Change-3,517 (-11%)

Value$933.7K (+$100.2K)

Filed 2026-10-28

Smith Group Asset Management, LLC

INCREASED

Shares27,120 from 26,754

Change+366 (+1%)

Value$908.0K (+$197.9K)

Filed 2026-10-27

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares24,601 from 25,185

Change-584 (-2%)

Value$823.6K (+$155.2K)

Filed 2026-11-03

Bokf, NA

DECREASED

Shares21,619 from 28,774

Change-7,155 (-25%)

Value$723.8K (-$39.9K)

Filed 2026-10-27

DekaBank Deutsche Girozentrale

INCREASED

Shares20,327 from 1,583

Change+18,744 (+1184%)

Value$681.0K (+$681.0K)

Filed 2026-10-27

Pictet Asset Management Holding SA

DECREASED

Shares19,597 from 22,456

Change-2,859 (-13%)

Value$656.1K (+$60.1K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares19,441 from 20,166

Change-725 (-4%)

Value$650.9K (+$115.7K)

Filed 2026-10-29

Concurrent Investment Advisors, LLC

INCREASED

Shares17,706 from 16,954

Change+752 (+4%)

Value$592.8K (+$142.8K)

Filed 2026-10-16

PNC Financial Services Group, Inc.

INCREASED

Shares16,594 from 16,197

Change+397 (+2%)

Value$555.6K (+$125.7K)

Filed 2026-11-06

Lido Advisors, LLC

INCREASED

Shares16,590 from 13,624

Change+2,966 (+22%)

Value$555.4K (+$193.9K)

Filed 2026-11-04

Myecfo, LLC

INCREASED

Shares16,476 from 16,172

Change+304 (+2%)

Value$551.6K (+$122.4K)

Filed 2026-10-14

Truist Financial Corp

INCREASED

Shares16,136 from 13,267

Change+2,869 (+22%)

Value$540.2K (+$188.1K)

Filed 2026-10-30

Mutual of America Capital Management LLC

DECREASED

Shares15,808 from 15,858

Change-50 (0%)

Value$529.3K (+$108.4K)

Filed 2026-10-23

NorthCrest Asset Manangement, LLC

INCREASED

Shares15,288 from 15,265

Change+23 (+0%)

Value$555.1K (+$115.5K)

Filed 2026-10-13

Atria Investments, Inc

INCREASED

Shares15,241 from 10,820

Change+4,421 (+41%)

Value$510.3K (+$223.1K)

Filed 2026-10-15

IFP Advisors, Inc

DECREASED

Shares15,087 from 15,266

Change-179 (-1%)

Value$505.1K (+$100.0K)

Filed 2026-10-16

Jefferies Financial Group Inc.

NEW

Shares14,122

Change+14,122

Value$472.8K

Filed 2026-11-05

Simplex Trading, LLC

INCREASED

Shares13,181 from 5,094

Change+8,087 (+159%)

Value$441.3K (+$306.1K)

Filed 2026-11-04

Ethic Inc.

INCREASED

Shares13,161 from 12,673

Change+488 (+4%)

Value$440.6K (+$104.3K)

Filed 2026-11-03

Xponance LLC

DECREASED

Shares13,153 from 13,639

Change-486 (-4%)

Value$440.4K (+$78.4K)

Filed 2026-11-03

GC Wealth Management RIA, LLC

DECREASED

Shares12,530 from 13,615

Change-1,085 (-8%)

Value$419.5K (+$58.2K)

Filed 2026-11-02

Ritholtz Wealth Management

NEW

Shares11,526

Change+11,526

Value$385.9K

Filed 2026-11-05

Evergreen Capital Management LLC

DECREASED

Shares11,499 from 11,822

Change-323 (-3%)

Value$385.0K (+$71.2K)

Filed 2026-10-23

Swiss Life Asset Management Ltd

DECREASED

Shares11,199 from 16,077

Change-4,878 (-30%)

Value$374.9K (-$51.7K)

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares10,789 from 9,963

Change+826 (+8%)

Value$361.2K (+$96.8K)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares10,329 from 9,462

Change+867 (+9%)

Value$345.8K (+$94.7K)

Filed 2026-11-02

Hohimer Wealth Management, LLC

INCREASED

Shares9,297 from 9,028

Change+269 (+3%)

Value$311.3K (+$71.7K)

Filed 2026-11-04

Virginia Retirement Systems ET Al

UNCHANGED

Shares9,000 from 9,000

Change0 (0%)

Value$301.3K (+$62.5K)

Filed 2026-10-28

D.A. Davidson & Co.

INCREASED

Shares8,865 from 8,555

Change+310 (+4%)

Value$296.8K (+$69.8K)

Filed 2026-10-28

Legacy Advisors, LLC

DECREASED

Shares8,825 from 8,978

Change-153 (-2%)

Value$295.5K (+$57.2K)

Filed 2026-10-19

Crossmark Global Holdings, Inc.

DECREASED

Shares8,778 from 9,035

Change-257 (-3%)

Value$293.9K (+$54.1K)

Filed 2026-10-21

Sumitomo Mitsui DS Asset Management Company, Ltd

NEW

Shares8,593

Change+8,593

Value$287.7K

Filed 2026-10-20

Quadrant Capital Group LLC

DECREASED

Shares8,514 from 12,583

Change-4,069 (-32%)

Value$319.6K (-$14.3K)

Filed 2026-10-20

Balboa Wealth Partners

DECREASED

Shares8,319 from 8,359

Change-40 (0%)

Value$278.5K (+$56.7K)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

DECREASED

Shares8,239 from 8,319

Change-80 (-1%)

Value$275.8K (+$55.1K)

Filed 2026-11-04

Total Wealth Planning & Management, Inc.

DECREASED

Shares8,117 from 10,054

Change-1,937 (-19%)

Value$271.8K (+$4.9K)

Filed 2026-10-23

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares7,805 from 6,450

Change+1,355 (+21%)

Value$261.3K (+$90.1K)

Filed 2026-11-05

CIBC Asset Management Inc

DECREASED

Shares7,508 from 7,557

Change-49 (-1%)

Value$251.4K (+$50.8K)

Filed 2026-11-05

Praxis Investment Management Inc

DECREASED

Shares6,857 from 8,036

Change-1,179 (-15%)

Value$230.0K (+$17.0K)

Filed 2026-11-03

Cahaba Wealth Management, Inc.

NEW

Shares6,789

Change+6,789

Value$227.3K

Filed 2026-10-26

Brucke Financial, Inc.

NEW

Shares6,765

Change+6,765

Value$226.5K

Filed 2026-10-23

HB Wealth Management, LLC

NEW

Shares6,664

Change+6,664

Value$223.1K

Filed 2026-10-23

Commonwealth Equity Services, LLC

NEW

Shares6,554

Change+6,554

Value$219.4K

Filed 2026-11-02

AlphaCore Capital LLC

NEW

Shares6,445

Change+6,445

Value$215.8K

Filed 2026-11-04

Merit Financial Group, LLC

NEW

Shares6,341

Change+6,341

Value$212.3K

Filed 2026-11-06

Profund Advisors LLC

NEW

Shares6,331

Change+6,331

Value$212.0K

Filed 2026-10-29

Nisa Investment Advisors, LLC

INCREASED

Shares6,111 from 5,976

Change+135 (+2%)

Value$204.6K (+$46.0K)

Filed 2026-10-20

Rosenberg Matthew Hamilton

UNCHANGED

Shares5,981 from 5,981

Change0 (0%)

Value$200.2K (+$41.5K)

Filed 2026-10-05

CenterBook Partners LP

NEW

Shares5,980

Change+5,980

Value$200.2K

Filed 2026-11-02

Leonteq Securities AG

UNCHANGED

Shares5,660 from 5,660

Change0 (0%)

Value$189.5K (+$39.3K)

Filed 2026-10-29

Nykredit A/S

UNCHANGED

Shares5,504 from 5,504

Change0 (0%)

Value$184.3K (+$38.2K)

Filed 2026-11-06

Bayforest Capital Ltd

DECREASED

Shares5,181 from 5,207

Change-26 (0%)

Value$173.5K (+$35.3K)

Filed 2026-11-03

KBC Group NV

UNCHANGED

Shares4,868 from 4,868

Change0 (0%)

Value$163.0K (+$34.0K)

Filed 2026-10-22

Central Pacific Bank - Trust Division

DECREASED

Shares4,464 from 7,064

Change-2,600 (-37%)

Value$149.5K (-$38.0K)

Filed 2026-10-06

Signaturefd, LLC

INCREASED

Shares4,403 from 4,161

Change+242 (+6%)

Value$147.4K (+$37.0K)

Filed 2026-10-23

Sterling Capital Management LLC

INCREASED

Shares4,203 from 887

Change+3,316 (+374%)

Value$140.7K (+$117.2K)

Filed 2026-10-22

Ameliora Wealth Management Ltd.

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$133.9K (+$27.8K)

Filed 2026-10-23

SBI Securities Co., Ltd.

DECREASED

Shares3,944 from 4,758

Change-814 (-17%)

Value$132.0K (+$5.8K)

Filed 2026-10-22

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares3,675 from 3,565

Change+110 (+3%)

Value$123.0K (+$28.4K)

Filed 2026-10-27

Versant Capital Management, Inc

INCREASED

Shares2,910 from 2,596

Change+314 (+12%)

Value$97.4K (+$28.5K)

Filed 2026-10-02

Parallel Advisors, LLC

INCREASED

Shares2,863 from 2,024

Change+839 (+41%)

Value$95.9K (+$42.1K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares2,195 from 1,628

Change+567 (+35%)

Value$73.5K (+$30.3K)

Filed 2026-10-08

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares1,671 from 1,867

Change-196 (-10%)

Value$55.9K (+$6.4K)

Filed 2026-10-05

Spire Wealth Management

INCREASED

Shares1,639 from 105

Change+1,534 (+1461%)

Value$54.9K (+$52.1K)

Filed 2026-10-30

Center for Financial Planning, Inc.

UNCHANGED

Shares1,250 from 1,250

Change0 (0%)

Value$41.9K (+$8.7K)

Filed 2026-10-26

Fulcrum Asset Management LLP

INCREASED

Shares1,234 from 468

Change+766 (+164%)

Value$40.4K (+$28.0K)

Filed 2026-11-04

North Star Investment Management Corp.

UNCHANGED

Shares1,063 from 1,063

Change0 (0%)

Value$35.6K (+$7.4K)

Filed 2026-10-27

Salomon & Ludwin, LLC

DECREASED

Shares867 from 873

Change-6 (-1%)

Value$29.0K (+$5.1K)

Filed 2026-10-29

Bear Mountain Capital, Inc.

UNCHANGED

Shares867 from 867

Change0 (0%)

Value$34.3K (+$8.3K)

Filed 2026-11-04

Bare Financial Services, Inc

INCREASED

Shares822 from 762

Change+60 (+8%)

Value$27.5K (+$7.3K)

Filed 2026-11-04

Fortitude Family Office, LLC

INCREASED

Shares747 from 147

Change+600 (+408%)

Value$25.0K (+$21.1K)

Filed 2026-10-14

Hickory Point Bank & Trust

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$23.4K (+$4.9K)

Filed 2026-10-01

V-Square Quantitative Management LLC

NEW

Shares676

Change+676

Value$22.6K

Filed 2026-10-15

Essential Partners LLC

UNCHANGED

Shares654 from 654

Change0 (0%)

Value$21.9K (+$4.5K)

Filed 2026-10-14

Clearstead Advisors, LLC

INCREASED

Shares559 from 551

Change+8 (+1%)

Value$18.7K (+$4.1K)

Filed 2026-11-06

Assetmark, Inc

INCREASED

Shares553 from 542

Change+11 (+2%)

Value$18.5K (+$4.1K)

Filed 2026-10-21

Covestor Ltd

DECREASED

Shares497 from 513

Change-16 (-3%)

Value$17 (+$3)

Filed 2026-10-30

Hughes Financial Services, LLC

INCREASED

Shares477 from 476

Change+1 (+0%)

Value$20.7K (+$8.0K)

Filed 2026-10-30

Larson Financial Group LLC

UNCHANGED

Shares439 from 439

Change0 (0%)

Value$14.7K (+$3.0K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares390

Change+390

Value$13.1K

Filed 2026-10-21

Bell Investment Advisors, Inc

UNCHANGED

Shares367 from 367

Change0 (0%)

Value$12.3K (+$2.5K)

Filed 2026-10-29

Owl Creek Wealth Partners LLC

UNCHANGED

Shares320 from 320

Change0 (0%)

Value$10.7K (+$2.2K)

Filed 2026-10-20

Main Street Group, LTD

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$10.0K (+$2.1K)

Filed 2026-10-28

Wolff Wiese Magana LLC

UNCHANGED

Shares259 from 259

Change0 (0%)

Value$8.7K (+$1.8K)

Filed 2026-10-15

Parkside Financial Bank & Trust

INCREASED

Shares187 from 68

Change+119 (+175%)

Value$6.3K (+$4.5K)

Filed 2026-10-27

High Note Wealth, LLC

UNCHANGED

Shares187 from 187

Change0 (0%)

Value$6.3K (+$1.3K)

Filed 2026-10-27

Avion Wealth

UNCHANGED

Shares158 from 158

Change0 (0%)

Value$5 (+$1)

Filed 2026-11-04

Farmers & Merchants Investments Inc

INCREASED

Shares138 from 80

Change+58 (+73%)

Value$4.6K (+$2.5K)

Filed 2026-10-22

Zions Bancorporation, National Association

INCREASED

Shares128 from 117

Change+11 (+9%)

Value$4.3K (+$1.2K)

Filed 2026-11-06

PFS Partners, LLC

UNCHANGED

Shares126 from 126

Change0 (0%)

Value$4.2K (+$874)

Filed 2026-10-21

Mather Group, Llc.

UNCHANGED

Shares122 from 122

Change0 (0%)

Value$4.1K (+$847)

Filed 2026-10-14

UMB Private Wealth Management, LLC

NEW

Shares120

Change+120

Value$4.0K

Filed 2026-10-19

Hurley Capital, LLC

UNCHANGED

Shares116 from 116

Change0 (0%)

Value$3.9K (+$805)

Filed 2026-11-05

True Wealth Design, LLC

UNCHANGED

Shares114 from 114

Change0 (0%)

Value$3.8K (+$791)

Filed 2026-10-13

Physician Wealth Advisors, Inc.

UNCHANGED

Shares111 from 111

Change0 (0%)

Value$3.7K (+$771)

Filed 2026-10-20

Key FInancial Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.3K (+$694)

Filed 2026-11-02

Burk Holdings LLC

INCREASED

Shares95 from 50

Change+45 (+90%)

Value$3.2K (+$1.9K)

Filed 2026-11-05

Archer Investment Corp

UNCHANGED

Shares95 from 95

Change0 (0%)

Value$3.2K (+$660)

Filed 2026-11-05

JFS Wealth Advisors, LLC

INCREASED

Shares92 from 58

Change+34 (+59%)

Value$3.1K (+$1.5K)

Filed 2026-11-03

Lanark Financial, Inc.

UNCHANGED

Shares92 from 92

Change0 (0%)

Value$3.1K (+$639)

Filed 2026-10-26

Noble Wealth Management PBC

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$3.0K (+$632)

Filed 2026-10-01

Acumen Wealth Advisors, LLC

NEW

Shares78

Change+78

Value$2.6K

Filed 2026-11-05

WPG Advisers, LLC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$2.5K (+$520)

Filed 2026-10-27

SJS Investment Consulting Inc.

INCREASED

Shares74 from 54

Change+20 (+37%)

Value$2.5K (+$1.0K)

Filed 2026-10-26

Marquette Asset Management, LLC

UNCHANGED

Shares71 from 71

Change0 (0%)

Value$2.4K (+$493)

Filed 2026-10-09

MV Capital Management, Inc.

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$2.2K (+$465)

Filed 2026-10-29

First Command Advisory Services, Inc.

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$2.0K (+$423)

Filed 2026-11-05

Creative Capital Management Investments LLC

INCREASED

Shares58 from 14

Change+44 (+314%)

Value$1.9K (+$1.6K)

Filed 2026-10-28

Investors Research Corp

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$1.7K (+$361)

Filed 2026-10-07

Caitong International Asset Management Co., Ltd

NEW

Shares47

Change+47

Value$1.6K

Filed 2026-10-29

Capital Advisors, Ltd. LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1 ($0)

Filed 2026-10-27

James T. Borello RIA

INCREASED

Shares39 from 6

Change+33 (+550%)

Value$1.3K (+$1.1K)

Filed 2026-10-16

CoreCap Advisors, LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$1.2K (+$257)

Filed 2026-10-08

Bay Harbor Wealth Management, LLC

INCREASED

Shares31 from 8

Change+23 (+288%)

Value$1.0K (+$826)

Filed 2026-11-03

Activest Wealth Management

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$1.0K (+$215)

Filed 2026-10-15

Clark Wealth Partners

NEW

Shares29

Change+29

Value$971

Filed 2026-10-19

Creative Financial Designs Inc

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$904 (+$187)

Filed 2026-11-04

Valley National Advisers Inc

NEW

Shares24

Change+24

Value$804

Filed 2026-10-23

Rossby Financial, LCC

DECREASED

Shares23 from 30

Change-7 (-23%)

Value$770 (-$26)

Filed 2026-11-05

Gilpin Wealth Management, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$737 (+$153)

Filed 2026-10-09

Breakwater Investment Management

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$637 (+$132)

Filed 2026-10-20

DiNuzzo Private Wealth, Inc.

INCREASED

Shares16 from 13

Change+3 (+23%)

Value$536 (+$190)

Filed 2026-10-16

Proathlete Wealth Management LLC

NEW

Shares14

Change+14

Value$468

Filed 2026-10-15

Cedar Mountain Advisors, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$469 (+$97)

Filed 2026-10-15

Financial Consulate, Inc

NEW

Shares12

Change+12

Value$402

Filed 2026-10-23

Davis Capital Management

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$402 (+$84)

Filed 2026-10-08

American Capital Advisory, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$402 (+$83)

Filed 2026-10-28

Signature Equity Partners, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$335 (+$70)

Filed 2026-10-29

DecisionPoint Financial, LLC

INCREASED

Shares5 from 2

Change+3 (+150%)

Value$173 (+$118)

Filed 2026-10-27

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$34 (+$7)

Filed 2026-10-15

Fideuram Asset Management (Ireland) dac

CLOSED

Shares0 from 159,867

Change-159,867 (-100%)

Value$0 (-$3.5M)

Filed 2026-10-29

Jackson Creek Investment Advisors LLC

CLOSED

Shares0 from 20,172

Change-20,172 (-100%)

Value$0 (-$636)

Filed 2026-11-04

Elevation Point Wealth Partners, LLC

CLOSED

Shares0 from 13,506

Change-13,506 (-100%)

Value$0 (-$358.4K)

Filed 2026-11-05

Imc-Chicago, LLC

CLOSED

Shares0 from 8,296

Change-8,296 (-100%)

Value$0 (-$220.2K)

Filed 2026-11-05

Summit Securities Group LLC

CLOSED

Shares0 from 3,991

Change-3,991 (-100%)

Value$0 (-$105.9K)

Filed 2026-11-05

Eurizon Capital SGR S.p.A.

CLOSED

Shares0 from 1,192

Change-1,192 (-100%)

Value$0 (-$31.7K)

Filed 2026-11-06

Trust Co of Toledo NA

CLOSED

Shares0 from 756

Change-756 (-100%)

Value$0 (-$20.1K)

Filed 2026-10-16

Gill Capital Partners, LLC

CLOSED

Shares0 from 525

Change-525 (-100%)

Value$0 (-$13.9K)

Filed 2026-10-13

Financial Management Professionals, Inc.

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$10.6K)

Filed 2026-10-23

MCF Advisors LLC

CLOSED

Shares0 from 328

Change-328 (-100%)

Value$0 (-$8.7K)

Filed 2026-10-28

Cornerstone Planning Group LLC

CLOSED

Shares0 from 69

Change-69 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-16

Kingdom Financial Group Llc.

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$1.6K)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$1.3K)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 ($0)

Filed 2026-11-06

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 25,435,340

Change-25,435,340 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 11,135,984

Change-11,135,984 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 7,119,498

Change-7,119,498 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 6,020,539

Change-6,020,539 (-100%)

Value—

State Street Corp

N/A

Shares— from 5,926,904

Change-5,926,904 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 4,964,832

Change-4,964,832 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 4,313,769

Change-4,313,769 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,723,373

Change-3,723,373 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 3,629,678

Change-3,629,678 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 3,466,446

Change-3,466,446 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 3,150,393

Change-3,150,393 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,281,208

Change-2,281,208 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 2,224,418

Change-2,224,418 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 1,983,509

Change-1,983,509 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,837,649

Change-1,837,649 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,648,829

Change-1,648,829 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,642,212

Change-1,642,212 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,532,429

Change-1,532,429 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 1,526,693

Change-1,526,693 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,501,681

Change-1,501,681 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 1,446,019

Change-1,446,019 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,312,917

Change-1,312,917 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 1,228,826

Change-1,228,826 (-100%)

Value—

Man Group plc

N/A

Shares— from 1,079,949

Change-1,079,949 (-100%)

Value—

Shaolin Capital Management LLC

N/A

Shares— from 1,053,001

Change-1,053,001 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 975,383

Change-975,383 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 970,140

Change-970,140 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 883,944

Change-883,944 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 845,355

Change-845,355 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 843,262

Change-843,262 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 826,042

Change-826,042 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 816,668

Change-816,668 (-100%)

Value—

Divisar Capital Management LLC

N/A

Shares— from 748,049

Change-748,049 (-100%)

Value—

Oberweis Asset Management Inc/

N/A

Shares— from 743,000

Change-743,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 660,496

Change-660,496 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 645,578

Change-645,578 (-100%)

Value—

Aristotle Capital Boston, LLC

N/A

Shares— from 606,056

Change-606,056 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 601,078

Change-601,078 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 543,011

Change-543,011 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 530,560

Change-530,560 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 515,932

Change-515,932 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 515,268

Change-515,268 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 475,664

Change-475,664 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 464,207

Change-464,207 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 464,192

Change-464,192 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 450,861

Change-450,861 (-100%)

Value—

Mizuho Markets Americas LLC

N/A

Shares— from 423,739

Change-423,739 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 408,611

Change-408,611 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 408,176

Change-408,176 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 369,697

Change-369,697 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 358,689

Change-358,689 (-100%)

Value—

Cornerstone Capital, Inc.

N/A

Shares— from 356,072

Change-356,072 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 355,611

Change-355,611 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 346,834

Change-346,834 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 324,841

Change-324,841 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 320,986

Change-320,986 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 320,218

Change-320,218 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 314,643

Change-314,643 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 314,274

Change-314,274 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 300,163

Change-300,163 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 294,928

Change-294,928 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 294,762

Change-294,762 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 286,841

Change-286,841 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 270,900

Change-270,900 (-100%)

Value—

FMR LLC

N/A

Shares— from 254,701

Change-254,701 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 247,650

Change-247,650 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 242,057

Change-242,057 (-100%)

Value—

Ardsley Advisory Partners LP

N/A

Shares— from 240,000

Change-240,000 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 233,297

Change-233,297 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 202,756

Change-202,756 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Needham Investment Management LLC

N/A

Shares— from 195,000

Change-195,000 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 193,541

Change-193,541 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 189,720

Change-189,720 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 189,441

Change-189,441 (-100%)

Value—

Norges Bank

N/A

Shares— from 189,218

Change-189,218 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 186,857

Change-186,857 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 182,402

Change-182,402 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 179,874

Change-179,874 (-100%)

Value—

EFG International AG

N/A

Shares— from 175,173

Change-175,173 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 170,862

Change-170,862 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 169,105

Change-169,105 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 158,772

Change-158,772 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 150,828

Change-150,828 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 148,592

Change-148,592 (-100%)

Value—

Amundi

N/A

Shares— from 142,019

Change-142,019 (-100%)

Value—

Madison Asset Management, LLC

N/A

Shares— from 136,011

Change-136,011 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 135,437

Change-135,437 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 129,808

Change-129,808 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 127,401

Change-127,401 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 123,257

Change-123,257 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 123,213

Change-123,213 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 119,938

Change-119,938 (-100%)

Value—

Emmett Investment Management, LP

N/A

Shares— from 117,136

Change-117,136 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 117,086

Change-117,086 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 111,085

Change-111,085 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 106,131

Change-106,131 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 102,760

Change-102,760 (-100%)

Value—

Paralel Advisors LLC

N/A

Shares— from 97,711

Change-97,711 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 89,992

Change-89,992 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 88,424

Change-88,424 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 84,700

Change-84,700 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 83,600

Change-83,600 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 80,973

Change-80,973 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 79,975

Change-79,975 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 79,134

Change-79,134 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 76,343

Change-76,343 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 74,572

Change-74,572 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 70,916

Change-70,916 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 68,669

Change-68,669 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 67,444

Change-67,444 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 67,144

Change-67,144 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 65,208

Change-65,208 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 62,147

Change-62,147 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 56,956

Change-56,956 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 56,351

Change-56,351 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 56,147

Change-56,147 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 55,018

Change-55,018 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 54,314

Change-54,314 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 53,017

Change-53,017 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 52,976

Change-52,976 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 51,000

Change-51,000 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 50,168

Change-50,168 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 49,553

Change-49,553 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 49,419

Change-49,419 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 46,916

Change-46,916 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 42,588

Change-42,588 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 42,049

Change-42,049 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 40,510

Change-40,510 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 40,260

Change-40,260 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 40,155

Change-40,155 (-100%)

Value—

Kesler, Norman & Wride, LLC

N/A

Shares— from 39,896

Change-39,896 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 39,092

Change-39,092 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 39,084

Change-39,084 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 38,918

Change-38,918 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 36,722

Change-36,722 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 36,186

Change-36,186 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 35,703

Change-35,703 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 34,990

Change-34,990 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 31,884

Change-31,884 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 31,362

Change-31,362 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 30,768

Change-30,768 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 30,308

Change-30,308 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 30,087

Change-30,087 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 28,498

Change-28,498 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 27,977

Change-27,977 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 27,000

Change-27,000 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 26,990

Change-26,990 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 26,239

Change-26,239 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 25,399

Change-25,399 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 24,695

Change-24,695 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 24,588

Change-24,588 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 23,054

Change-23,054 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 22,142

Change-22,142 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 22,024

Change-22,024 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 20,720

Change-20,720 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 20,623

Change-20,623 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 18,785

Change-18,785 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 17,805

Change-17,805 (-100%)

Value—

Vinva Investment Management Ltd

N/A

Shares— from 17,587

Change-17,587 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 17,522

Change-17,522 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 16,932

Change-16,932 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 16,574

Change-16,574 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 15,743

Change-15,743 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 15,296

Change-15,296 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 15,190

Change-15,190 (-100%)

Value—

Allstate Corp

N/A

Shares— from 14,648

Change-14,648 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 14,514

Change-14,514 (-100%)

Value—

Staley Capital Advisers Inc

N/A

Shares— from 14,000

Change-14,000 (-100%)

Value—

Sivia Capital Partners, LLC

N/A

Shares— from 13,437

Change-13,437 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 12,990

Change-12,990 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 12,465

Change-12,465 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 12,388

Change-12,388 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 11,956

Change-11,956 (-100%)

Value—

Jasper Ridge Partners, L.P.

N/A

Shares— from 11,814

Change-11,814 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 10,627

Change-10,627 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 10,589

Change-10,589 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 9,943

Change-9,943 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 9,728

Change-9,728 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 9,506

Change-9,506 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 9,277

Change-9,277 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 8,939

Change-8,939 (-100%)

Value—

&partners

N/A

Shares— from 8,747

Change-8,747 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,681

Change-8,681 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 8,400

Change-8,400 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 7,772

Change-7,772 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 7,769

Change-7,769 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,665

Change-7,665 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,707

Change-6,707 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,376

Change-4,376 (-100%)

Value—

Corient IA LP

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 3,844

Change-3,844 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 2,953

Change-2,953 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 2,915

Change-2,915 (-100%)

Value—

Cordant, Inc.

N/A

Shares— from 2,078

Change-2,078 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,718

Change-1,718 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,552

Change-1,552 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 1,205

Change-1,205 (-100%)

Value—

Employees Retirement System of Texas

N/A

Shares— from 1,099

Change-1,099 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 1,095

Change-1,095 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 988

Change-988 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 878

Change-878 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 861

Change-861 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 837

Change-837 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 708

Change-708 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 673

Change-673 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 671

Change-671 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 529

Change-529 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 496

Change-496 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 357

Change-357 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 342

Change-342 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 202

Change-202 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 193

Change-193 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 180

Change-180 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 175

Change-175 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 164

Change-164 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 151

Change-151 (-100%)

Value—

Financial Avengers, Inc.

N/A

Shares— from 150

Change-150 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 129

Change-129 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 129

Change-129 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 95

Change-95 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 87

Change-87 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 81

Change-81 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 65

Change-65 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 41

Change-41 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Quarry LP

N/A

Shares— from 27

Change-27 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,776,670	2,668,128	+108,542	+4%	$70.8M	$93.0M	+$22.1M	2026-11-04
Fisher Asset Management, LLC	INCREASED	1,007,772	922,431	+85,341	+9%	$24.5M	$33.7M	+$9.3M	2026-11-06
Principal Financial Group Inc	DECREASED	989,631	1,022,862	-33,231	-3%	$27.1M	$33.1M	+$6.0M	2026-11-02
MacKenzie Financial Corp	INCREASED	860,390	387,361	+473,029	+122%	$10.3M	$28.8M	+$18.5M	2026-11-02
Bank of New York Mellon Corp	DECREASED	813,759	821,972	-8,213	-1%	$21.8M	$27.2M	+$5.4M	2026-11-05
Fort Washington Investment Advisors Inc	DECREASED	719,453	1,115,887	-396,434	-36%	$29.6M	$24.1M	-$5.5M	2026-10-15
TimesSquare Capital Management, LLC	NEW	539,035	—	+539,035	—	—	$18.0M	—	2026-11-03
Citigroup Inc	INCREASED	524,278	258,485	+265,793	+103%	$6.9M	$17.6M	+$10.7M	2026-11-04
Assenagon Asset Management S.A.	INCREASED	438,484	8,720	+429,764	+4928%	$231.4K	$14.7M	+$14.4M	2026-10-15
Counterpoint Mutual Funds LLC	NEW	282,078	—	+282,078	—	—	$9.4M	—	2026-10-16
Creative Planning	INCREASED	212,339	165,728	+46,611	+28%	$4.4M	$7.1M	+$2.7M	2026-11-02
Barclays PLC	INCREASED	149,684	136,108	+13,576	+10%	$3.6M	$5.0M	+$1.4M	2026-11-06
Strs Ohio	INCREASED	133,200	59,700	+73,500	+123%	$1.6M	$4.5M	+$2.9M	2026-10-30
UniSuper Management Pty Ltd	DECREASED	115,494	126,101	-10,607	-8%	$3.3M	$3.9M	+$520.0K	2026-10-26
Triasima Portfolio Management inc.	NEW	98,086	—	+98,086	—	—	$3.3M	—	2026-10-15
Thrivent Financial for Lutherans	DECREASED	88,110	90,915	-2,805	-3%	$2.4M	$3.0M	+$537.0K	2026-11-05
Fifth Third Bancorp	DECREASED	72,592	73,656	-1,064	-1%	$2.0M	$2.4M	+$475.5K	2026-11-05
Exchange Traded Concepts, LLC	DECREASED	70,930	85,972	-15,042	-17%	$2.3M	$2.4M	+$93.0K	2026-10-28
Y-Intercept (Hong Kong) Ltd	DECREASED	66,946	197,755	-130,809	-66%	$5.2M	$2.2M	-$3.0M	2026-10-16
Louisiana State Employees Retirement System	DECREASED	59,000	60,700	-1,700	-3%	$1.6M	$2.0M	+$364.3K	2026-10-20
State of New Jersey Common Pension Fund D	DECREASED	47,262	60,688	-13,426	-22%	$1.6M	$1.6M	-$28.3K	2026-11-05
Mesirow Financial Investment Management, Inc.	DECREASED	46,430	47,230	-800	-2%	$1.3M	$1.6M	+$301.0K	2026-11-05
Oppenheimer Asset Management Inc.	DECREASED	44,958	45,013	-55	0%	$1.2M	$1.5M	+$310.5K	2026-10-27
New York State Teachers Retirement System	DECREASED	44,697	45,418	-721	-2%	$1.2M	$1.5M	+$291.0K	2026-10-22
Tealwood Asset Management Inc	DECREASED	43,706	44,234	-528	-1%	$1.2M	$1.5M	+$289.0K	2026-10-13
Vise Technologies, Inc.	INCREASED	43,445	33,901	+9,544	+28%	$899.7K	$1.5M	+$554.8K	2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	43,408	42,703	+705	+2%	$1.1M	$1.5M	+$320.0K	2026-10-27
Moody Aldrich Partners LLC	NEW	40,427	—	+40,427	—	—	$1.4M	—	2026-10-27
Achmea Investment Management B.V.	NEW	38,900	—	+38,900	—	—	$1.3M	—	2026-10-30
Arizona State Retirement System	INCREASED	38,053	37,247	+806	+2%	$988.5K	$1.3M	+$285.5K	2026-11-03
Yousif Capital Management, LLC	DECREASED	36,341	37,347	-1,006	-3%	$991.2K	$1.2M	+$225.5K	2026-10-22
Amalgamated Bank	DECREASED	35,880	37,161	-1,281	-3%	$986.0K	$1.2M	+$215.0K	2026-10-23
US Bancorp \de\	DECREASED	34,812	37,757	-2,945	-8%	$1.0M	$1.2M	+$163.4K	2026-11-05
Harbor Capital Advisors, Inc.	DECREASED	34,748	38,333	-3,585	-9%	$1.0M	$1.2M	+$146.0K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	32,640	32,831	-191	-1%	$871.3K	$1.1M	+$221.5K	2026-11-03
Blue Trust, Inc.	DECREASED	31,873	32,589	-716	-2%	$864.9K	$1.1M	+$202.2K	2026-10-15
Oregon Public Employees Retirement Fund	DECREASED	31,089	31,489	-400	-1%	$835.7K	$1.0M	+$205.1K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	30,772	20,115	+10,657	+53%	$533.9K	$1.0M	+$496.4K	2026-11-05
Linden Thomas Advisory Services, LLC	DECREASED	30,708	30,819	-111	0%	$817.9K	$1.0M	+$210.2K	2026-10-19
Wealth Enhancement Advisory Services, LLC	INCREASED	30,126	29,270	+856	+3%	$398.7K	$538.8K	+$140.1K	2026-10-13
State of Alaska, Department of Revenue	DECREASED	29,621	52,961	-23,340	-44%	$1.4M	$991.0K	-$414.0K	2026-10-15
Jones Kertz & Associates, Inc.	UNCHANGED	29,214	29,214	0	0%	$775.3K	$978.1K	+$202.7K	2026-10-28
State of Wyoming	DECREASED	27,889	31,406	-3,517	-11%	$833.5K	$933.7K	+$100.2K	2026-10-28
Smith Group Asset Management, LLC	INCREASED	27,120	26,754	+366	+1%	$710.1K	$908.0K	+$197.9K	2026-10-27
Mirae Asset Global Investments Co., Ltd.	DECREASED	24,601	25,185	-584	-2%	$668.4K	$823.6K	+$155.2K	2026-11-03
Bokf, NA	DECREASED	21,619	28,774	-7,155	-25%	$763.7K	$723.8K	-$39.9K	2026-10-27
DekaBank Deutsche Girozentrale	INCREASED	20,327	1,583	+18,744	+1184%	$37	$681.0K	+$681.0K	2026-10-27
Pictet Asset Management Holding SA	DECREASED	19,597	22,456	-2,859	-13%	$596.0K	$656.1K	+$60.1K	2026-11-03
ProShare Advisors LLC	DECREASED	19,441	20,166	-725	-4%	$535.2K	$650.9K	+$115.7K	2026-10-29
Concurrent Investment Advisors, LLC	INCREASED	17,706	16,954	+752	+4%	$450.0K	$592.8K	+$142.8K	2026-10-16
PNC Financial Services Group, Inc.	INCREASED	16,594	16,197	+397	+2%	$429.9K	$555.6K	+$125.7K	2026-11-06
Lido Advisors, LLC	INCREASED	16,590	13,624	+2,966	+22%	$361.6K	$555.4K	+$193.9K	2026-11-04
Myecfo, LLC	INCREASED	16,476	16,172	+304	+2%	$429.2K	$551.6K	+$122.4K	2026-10-14
Truist Financial Corp	INCREASED	16,136	13,267	+2,869	+22%	$352.1K	$540.2K	+$188.1K	2026-10-30
Mutual of America Capital Management LLC	DECREASED	15,808	15,858	-50	0%	$420.9K	$529.3K	+$108.4K	2026-10-23
NorthCrest Asset Manangement, LLC	INCREASED	15,288	15,265	+23	+0%	$439.6K	$555.1K	+$115.5K	2026-10-13
Atria Investments, Inc	INCREASED	15,241	10,820	+4,421	+41%	$287.2K	$510.3K	+$223.1K	2026-10-15
IFP Advisors, Inc	DECREASED	15,087	15,266	-179	-1%	$405.2K	$505.1K	+$100.0K	2026-10-16
Jefferies Financial Group Inc.	NEW	14,122	—	+14,122	—	—	$472.8K	—	2026-11-05
Simplex Trading, LLC	INCREASED	13,181	5,094	+8,087	+159%	$135.2K	$441.3K	+$306.1K	2026-11-04
Ethic Inc.	INCREASED	13,161	12,673	+488	+4%	$336.3K	$440.6K	+$104.3K	2026-11-03
Xponance LLC	DECREASED	13,153	13,639	-486	-4%	$362.0K	$440.4K	+$78.4K	2026-11-03
GC Wealth Management RIA, LLC	DECREASED	12,530	13,615	-1,085	-8%	$361.3K	$419.5K	+$58.2K	2026-11-02
Ritholtz Wealth Management	NEW	11,526	—	+11,526	—	—	$385.9K	—	2026-11-05
Evergreen Capital Management LLC	DECREASED	11,499	11,822	-323	-3%	$313.8K	$385.0K	+$71.2K	2026-10-23
Swiss Life Asset Management Ltd	DECREASED	11,199	16,077	-4,878	-30%	$426.7K	$374.9K	-$51.7K	2026-11-03
Gamma Investing LLC	INCREASED	10,789	9,963	+826	+8%	$264.4K	$361.2K	+$96.8K	2026-10-08
Kestra Advisory Services, LLC	INCREASED	10,329	9,462	+867	+9%	$251.1K	$345.8K	+$94.7K	2026-11-02
Hohimer Wealth Management, LLC	INCREASED	9,297	9,028	+269	+3%	$239.6K	$311.3K	+$71.7K	2026-11-04
Virginia Retirement Systems ET Al	UNCHANGED	9,000	9,000	0	0%	$238.9K	$301.3K	+$62.5K	2026-10-28
D.A. Davidson & Co.	INCREASED	8,865	8,555	+310	+4%	$227.1K	$296.8K	+$69.8K	2026-10-28
Legacy Advisors, LLC	DECREASED	8,825	8,978	-153	-2%	$238.3K	$295.5K	+$57.2K	2026-10-19
Crossmark Global Holdings, Inc.	DECREASED	8,778	9,035	-257	-3%	$239.8K	$293.9K	+$54.1K	2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd	NEW	8,593	—	+8,593	—	—	$287.7K	—	2026-10-20
Quadrant Capital Group LLC	DECREASED	8,514	12,583	-4,069	-32%	$334.0K	$319.6K	-$14.3K	2026-10-20
Balboa Wealth Partners	DECREASED	8,319	8,359	-40	0%	$221.8K	$278.5K	+$56.7K	2026-10-20
EverSource Wealth Advisors, LLC	DECREASED	8,239	8,319	-80	-1%	$220.8K	$275.8K	+$55.1K	2026-11-04
Total Wealth Planning & Management, Inc.	DECREASED	8,117	10,054	-1,937	-19%	$266.8K	$271.8K	+$4.9K	2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	7,805	6,450	+1,355	+21%	$171.2K	$261.3K	+$90.1K	2026-11-05
CIBC Asset Management Inc	DECREASED	7,508	7,557	-49	-1%	$200.6K	$251.4K	+$50.8K	2026-11-05
Praxis Investment Management Inc	DECREASED	6,857	8,036	-1,179	-15%	$213.0K	$230.0K	+$17.0K	2026-11-03
Cahaba Wealth Management, Inc.	NEW	6,789	—	+6,789	—	—	$227.3K	—	2026-10-26
Brucke Financial, Inc.	NEW	6,765	—	+6,765	—	—	$226.5K	—	2026-10-23
HB Wealth Management, LLC	NEW	6,664	—	+6,664	—	—	$223.1K	—	2026-10-23
Commonwealth Equity Services, LLC	NEW	6,554	—	+6,554	—	—	$219.4K	—	2026-11-02
AlphaCore Capital LLC	NEW	6,445	—	+6,445	—	—	$215.8K	—	2026-11-04
Merit Financial Group, LLC	NEW	6,341	—	+6,341	—	—	$212.3K	—	2026-11-06
Profund Advisors LLC	NEW	6,331	—	+6,331	—	—	$212.0K	—	2026-10-29
Nisa Investment Advisors, LLC	INCREASED	6,111	5,976	+135	+2%	$158.6K	$204.6K	+$46.0K	2026-10-20
Rosenberg Matthew Hamilton	UNCHANGED	5,981	5,981	0	0%	$158.7K	$200.2K	+$41.5K	2026-10-05
CenterBook Partners LP	NEW	5,980	—	+5,980	—	—	$200.2K	—	2026-11-02
Leonteq Securities AG	UNCHANGED	5,660	5,660	0	0%	$150.2K	$189.5K	+$39.3K	2026-10-29
Nykredit A/S	UNCHANGED	5,504	5,504	0	0%	$146.1K	$184.3K	+$38.2K	2026-11-06
Bayforest Capital Ltd	DECREASED	5,181	5,207	-26	0%	$138.2K	$173.5K	+$35.3K	2026-11-03
KBC Group NV	UNCHANGED	4,868	4,868	0	0%	$129.0K	$163.0K	+$34.0K	2026-10-22
Central Pacific Bank - Trust Division	DECREASED	4,464	7,064	-2,600	-37%	$187.5K	$149.5K	-$38.0K	2026-10-06
Signaturefd, LLC	INCREASED	4,403	4,161	+242	+6%	$110.4K	$147.4K	+$37.0K	2026-10-23
Sterling Capital Management LLC	INCREASED	4,203	887	+3,316	+374%	$23.5K	$140.7K	+$117.2K	2026-10-22
Ameliora Wealth Management Ltd.	UNCHANGED	4,000	4,000	0	0%	$106.2K	$133.9K	+$27.8K	2026-10-23
SBI Securities Co., Ltd.	DECREASED	3,944	4,758	-814	-17%	$126.3K	$132.0K	+$5.8K	2026-10-22
Pinnacle Wealth Planning Services, Inc.	INCREASED	3,675	3,565	+110	+3%	$94.6K	$123.0K	+$28.4K	2026-10-27
Versant Capital Management, Inc	INCREASED	2,910	2,596	+314	+12%	$68.9K	$97.4K	+$28.5K	2026-10-02
Parallel Advisors, LLC	INCREASED	2,863	2,024	+839	+41%	$53.7K	$95.9K	+$42.1K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	2,195	1,628	+567	+35%	$43.2K	$73.5K	+$30.3K	2026-10-08
MassMutual Private Wealth & Trust, FSB	DECREASED	1,671	1,867	-196	-10%	$49.6K	$55.9K	+$6.4K	2026-10-05
Spire Wealth Management	INCREASED	1,639	105	+1,534	+1461%	$2.8K	$54.9K	+$52.1K	2026-10-30
Center for Financial Planning, Inc.	UNCHANGED	1,250	1,250	0	0%	$33.2K	$41.9K	+$8.7K	2026-10-26
Fulcrum Asset Management LLP	INCREASED	1,234	468	+766	+164%	$12.4K	$40.4K	+$28.0K	2026-11-04
North Star Investment Management Corp.	UNCHANGED	1,063	1,063	0	0%	$28.2K	$35.6K	+$7.4K	2026-10-27
Salomon & Ludwin, LLC	DECREASED	867	873	-6	-1%	$24.0K	$29.0K	+$5.1K	2026-10-29
Bear Mountain Capital, Inc.	UNCHANGED	867	867	0	0%	$26.0K	$34.3K	+$8.3K	2026-11-04
Bare Financial Services, Inc	INCREASED	822	762	+60	+8%	$20.2K	$27.5K	+$7.3K	2026-11-04
Fortitude Family Office, LLC	INCREASED	747	147	+600	+408%	$3.9K	$25.0K	+$21.1K	2026-10-14
Hickory Point Bank & Trust	UNCHANGED	700	700	0	0%	$18.6K	$23.4K	+$4.9K	2026-10-01
V-Square Quantitative Management LLC	NEW	676	—	+676	—	—	$22.6K	—	2026-10-15
Essential Partners LLC	UNCHANGED	654	654	0	0%	$17.4K	$21.9K	+$4.5K	2026-10-14
Clearstead Advisors, LLC	INCREASED	559	551	+8	+1%	$14.6K	$18.7K	+$4.1K	2026-11-06
Assetmark, Inc	INCREASED	553	542	+11	+2%	$14.4K	$18.5K	+$4.1K	2026-10-21
Covestor Ltd	DECREASED	497	513	-16	-3%	$14	$17	+$3	2026-10-30
Hughes Financial Services, LLC	INCREASED	477	476	+1	+0%	$12.6K	$20.7K	+$8.0K	2026-10-30
Larson Financial Group LLC	UNCHANGED	439	439	0	0%	$11.7K	$14.7K	+$3.0K	2026-11-05
Root Financial Partners, LLC	NEW	390	—	+390	—	—	$13.1K	—	2026-10-21
Bell Investment Advisors, Inc	UNCHANGED	367	367	0	0%	$9.7K	$12.3K	+$2.5K	2026-10-29
Owl Creek Wealth Partners LLC	UNCHANGED	320	320	0	0%	$8.5K	$10.7K	+$2.2K	2026-10-20
Main Street Group, LTD	UNCHANGED	300	300	0	0%	$8.0K	$10.0K	+$2.1K	2026-10-28
Wolff Wiese Magana LLC	UNCHANGED	259	259	0	0%	$6.9K	$8.7K	+$1.8K	2026-10-15
Parkside Financial Bank & Trust	INCREASED	187	68	+119	+175%	$1.8K	$6.3K	+$4.5K	2026-10-27
High Note Wealth, LLC	UNCHANGED	187	187	0	0%	$5.0K	$6.3K	+$1.3K	2026-10-27
Avion Wealth	UNCHANGED	158	158	0	0%	$4	$5	+$1	2026-11-04
Farmers & Merchants Investments Inc	INCREASED	138	80	+58	+73%	$2.1K	$4.6K	+$2.5K	2026-10-22
Zions Bancorporation, National Association	INCREASED	128	117	+11	+9%	$3.1K	$4.3K	+$1.2K	2026-11-06
PFS Partners, LLC	UNCHANGED	126	126	0	0%	$3.3K	$4.2K	+$874	2026-10-21
Mather Group, Llc.	UNCHANGED	122	122	0	0%	$3.2K	$4.1K	+$847	2026-10-14
UMB Private Wealth Management, LLC	NEW	120	—	+120	—	—	$4.0K	—	2026-10-19
Hurley Capital, LLC	UNCHANGED	116	116	0	0%	$3.1K	$3.9K	+$805	2026-11-05
True Wealth Design, LLC	UNCHANGED	114	114	0	0%	$3.0K	$3.8K	+$791	2026-10-13
Physician Wealth Advisors, Inc.	UNCHANGED	111	111	0	0%	$2.9K	$3.7K	+$771	2026-10-20
Key FInancial Inc	UNCHANGED	100	100	0	0%	$2.7K	$3.3K	+$694	2026-11-02
Burk Holdings LLC	INCREASED	95	50	+45	+90%	$1.3K	$3.2K	+$1.9K	2026-11-05
Archer Investment Corp	UNCHANGED	95	95	0	0%	$2.5K	$3.2K	+$660	2026-11-05
JFS Wealth Advisors, LLC	INCREASED	92	58	+34	+59%	$1.5K	$3.1K	+$1.5K	2026-11-03
Lanark Financial, Inc.	UNCHANGED	92	92	0	0%	$2.4K	$3.1K	+$639	2026-10-26
Noble Wealth Management PBC	UNCHANGED	91	91	0	0%	$2.4K	$3.0K	+$632	2026-10-01
Acumen Wealth Advisors, LLC	NEW	78	—	+78	—	—	$2.6K	—	2026-11-05
WPG Advisers, LLC	UNCHANGED	75	75	0	0%	$2.0K	$2.5K	+$520	2026-10-27
SJS Investment Consulting Inc.	INCREASED	74	54	+20	+37%	$1.4K	$2.5K	+$1.0K	2026-10-26
Marquette Asset Management, LLC	UNCHANGED	71	71	0	0%	$1.9K	$2.4K	+$493	2026-10-09
MV Capital Management, Inc.	UNCHANGED	67	67	0	0%	$1.8K	$2.2K	+$465	2026-10-29
First Command Advisory Services, Inc.	UNCHANGED	61	61	0	0%	$1.6K	$2.0K	+$423	2026-11-05
Creative Capital Management Investments LLC	INCREASED	58	14	+44	+314%	$372	$1.9K	+$1.6K	2026-10-28
Investors Research Corp	UNCHANGED	52	52	0	0%	$1.4K	$1.7K	+$361	2026-10-07
Caitong International Asset Management Co., Ltd	NEW	47	—	+47	—	—	$1.6K	—	2026-10-29
Capital Advisors, Ltd. LLC	UNCHANGED	40	40	0	0%	$1	$1	$0	2026-10-27
James T. Borello RIA	INCREASED	39	6	+33	+550%	$159	$1.3K	+$1.1K	2026-10-16
CoreCap Advisors, LLC	UNCHANGED	37	37	0	0%	$982	$1.2K	+$257	2026-10-08
Bay Harbor Wealth Management, LLC	INCREASED	31	8	+23	+288%	$212	$1.0K	+$826	2026-11-03
Activest Wealth Management	UNCHANGED	31	31	0	0%	$823	$1.0K	+$215	2026-10-15
Clark Wealth Partners	NEW	29	—	+29	—	—	$971	—	2026-10-19
Creative Financial Designs Inc	UNCHANGED	27	27	0	0%	$717	$904	+$187	2026-11-04
Valley National Advisers Inc	NEW	24	—	+24	—	—	$804	—	2026-10-23
Rossby Financial, LCC	DECREASED	23	30	-7	-23%	$796	$770	-$26	2026-11-05
Gilpin Wealth Management, LLC	UNCHANGED	22	22	0	0%	$584	$737	+$153	2026-10-09
Breakwater Investment Management	UNCHANGED	19	19	0	0%	$505	$637	+$132	2026-10-20
DiNuzzo Private Wealth, Inc.	INCREASED	16	13	+3	+23%	$346	$536	+$190	2026-10-16
Proathlete Wealth Management LLC	NEW	14	—	+14	—	—	$468	—	2026-10-15
Cedar Mountain Advisors, LLC	UNCHANGED	14	14	0	0%	$372	$469	+$97	2026-10-15
Financial Consulate, Inc	NEW	12	—	+12	—	—	$402	—	2026-10-23
Davis Capital Management	UNCHANGED	12	12	0	0%	$318	$402	+$84	2026-10-08
American Capital Advisory, LLC	UNCHANGED	12	12	0	0%	$319	$402	+$83	2026-10-28
Signature Equity Partners, LLC	UNCHANGED	10	10	0	0%	$265	$335	+$70	2026-10-29
DecisionPoint Financial, LLC	INCREASED	5	2	+3	+150%	$55	$173	+$118	2026-10-27
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$27	$34	+$7	2026-10-15
Fideuram Asset Management (Ireland) dac	CLOSED	0	159,867	-159,867	-100%	$3.5M	$0	-$3.5M	2026-10-29
Jackson Creek Investment Advisors LLC	CLOSED	0	20,172	-20,172	-100%	$636	$0	-$636	2026-11-04
Elevation Point Wealth Partners, LLC	CLOSED	0	13,506	-13,506	-100%	$358.4K	$0	-$358.4K	2026-11-05
Imc-Chicago, LLC	CLOSED	0	8,296	-8,296	-100%	$220.2K	$0	-$220.2K	2026-11-05
Summit Securities Group LLC	CLOSED	0	3,991	-3,991	-100%	$105.9K	$0	-$105.9K	2026-11-05
Eurizon Capital SGR S.p.A.	CLOSED	0	1,192	-1,192	-100%	$31.7K	$0	-$31.7K	2026-11-06
Trust Co of Toledo NA	CLOSED	0	756	-756	-100%	$20.1K	$0	-$20.1K	2026-10-16
Gill Capital Partners, LLC	CLOSED	0	525	-525	-100%	$13.9K	$0	-$13.9K	2026-10-13
Financial Management Professionals, Inc.	CLOSED	0	400	-400	-100%	$10.6K	$0	-$10.6K	2026-10-23
MCF Advisors LLC	CLOSED	0	328	-328	-100%	$8.7K	$0	-$8.7K	2026-10-28
Cornerstone Planning Group LLC	CLOSED	0	69	-69	-100%	$2.0K	$0	-$2.0K	2026-10-16
Kingdom Financial Group Llc.	CLOSED	0	60	-60	-100%	$1.6K	$0	-$1.6K	2026-11-04
Plante Moran Financial Advisors, LLC	CLOSED	0	48	-48	-100%	$1.3K	$0	-$1.3K	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	20	-20	-100%	$0	$0	$0	2026-11-06
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	25,435,340	-25,435,340	-100%	$675.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	11,135,984	-11,135,984	-100%	$295.5M	—	—	—
Earnest Partners LLC	N/A	—	7,119,498	-7,119,498	-100%	$189.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	6,020,539	-6,020,539	-100%	$159.8M	—	—	—
State Street Corp	N/A	—	5,926,904	-5,926,904	-100%	$157.3M	—	—	—
Acadian Asset Management LLC	N/A	—	4,964,832	-4,964,832	-100%	$131.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	4,313,769	-4,313,769	-100%	$114.5M	—	—	—
Citadel Advisors LLC	N/A	—	3,723,373	-3,723,373	-100%	$98.8M	—	—	—
Geode Capital Management, LLC	N/A	—	3,629,678	-3,629,678	-100%	$96.3M	—	—	—
Bank of America Corp	N/A	—	3,466,446	-3,466,446	-100%	$92.0M	—	—	—
SEI Investments Co	N/A	—	3,150,393	-3,150,393	-100%	$83.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,281,208	-2,281,208	-100%	$60.5M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	2,224,418	-2,224,418	-100%	$59.0M	—	—	—
Nomura Asset Management International Inc.	N/A	—	1,983,509	-1,983,509	-100%	$52.6M	—	—	—
JPMorgan Chase & Co	N/A	—	1,837,649	-1,837,649	-100%	$49.0M	—	—	—
Morgan Stanley	N/A	—	1,648,829	-1,648,829	-100%	$43.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,642,212	-1,642,212	-100%	$43.6M	—	—	—
Northern Trust Corp	N/A	—	1,532,429	-1,532,429	-100%	$40.7M	—	—	—
Squarepoint Ops LLC	N/A	—	1,526,693	-1,526,693	-100%	$40.5M	—	—	—
Two Sigma Investments, LP	N/A	—	1,501,681	-1,501,681	-100%	$39.9M	—	—	—
Jupiter Topco LLC	N/A	—	1,446,019	-1,446,019	-100%	$38.4M	—	—	—
UBS Group AG	N/A	—	1,312,917	-1,312,917	-100%	$34.8M	—	—	—
Massachusetts Financial Services Co	N/A	—	1,228,826	-1,228,826	-100%	$33.4M	—	—	—
Man Group plc	N/A	—	1,079,949	-1,079,949	-100%	$28.7M	—	—	—
Shaolin Capital Management LLC	N/A	—	1,053,001	-1,053,001	-100%	$27.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	975,383	-975,383	-100%	$25.9M	—	—	—
Nuveen, LLC	N/A	—	970,140	-970,140	-100%	$25.7M	—	—	—
Schroder Investment Management Group	N/A	—	883,944	-883,944	-100%	$23.5M	—	—	—
First Trust Advisors LP	N/A	—	845,355	-845,355	-100%	$22.4M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	843,262	-843,262	-100%	$22.4M	—	—	—
Natixis Advisors, LLC	N/A	—	826,042	-826,042	-100%	$21.9M	—	—	—
Jones Financial Companies Lllp	N/A	—	816,668	-816,668	-100%	$21.6M	—	—	—
Divisar Capital Management LLC	N/A	—	748,049	-748,049	-100%	$19.9M	—	—	—
Oberweis Asset Management Inc/	N/A	—	743,000	-743,000	-100%	$19.7M	—	—	—
Invesco Ltd.	N/A	—	660,496	-660,496	-100%	$17.5M	—	—	—
Royal Bank of Canada	N/A	—	645,578	-645,578	-100%	$17.1M	—	—	—
Aristotle Capital Boston, LLC	N/A	—	606,056	-606,056	-100%	$16.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	601,078	-601,078	-100%	$16.0M	—	—	—
Capital Fund Management S.A.	N/A	—	543,011	-543,011	-100%	$14.4M	—	—	—
Qube Research & Technologies Ltd	N/A	—	530,560	-530,560	-100%	$14.1M	—	—	—
Wellington Management Group LLP	N/A	—	515,932	-515,932	-100%	$13.7M	—	—	—
Federated Hermes, Inc.	N/A	—	515,268	-515,268	-100%	$13.7M	—	—	—
Public Sector Pension Investment Board	N/A	—	475,664	-475,664	-100%	$12.6M	—	—	—
Millennium Management LLC	N/A	—	464,207	-464,207	-100%	$12.3M	—	—	—
Pacer Advisors, Inc.	N/A	—	464,192	-464,192	-100%	$12.3M	—	—	—
Ameriprise Financial Inc	N/A	—	450,861	-450,861	-100%	$12.0M	—	—	—
Mizuho Markets Americas LLC	N/A	—	423,739	-423,739	-100%	$11.2M	—	—	—
Trexquant Investment LP	N/A	—	408,611	-408,611	-100%	$10.8M	—	—	—
UBS Asset Management Americas LLC	N/A	—	408,176	-408,176	-100%	$10.8M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	369,697	-369,697	-100%	$9.8M	—	—	—
Russell Investments Group, Ltd.	N/A	—	358,689	-358,689	-100%	$9.5M	—	—	—
Cornerstone Capital, Inc.	N/A	—	356,072	-356,072	-100%	$9.5M	—	—	—
AQR Capital Management LLC	N/A	—	355,611	-355,611	-100%	$9.4M	—	—	—
Marshall Wace, LLP	N/A	—	346,834	-346,834	-100%	$9.2M	—	—	—
Victory Capital Management Inc	N/A	—	324,841	-324,841	-100%	$8.6M	—	—	—
Alliancebernstein L.P.	N/A	—	320,986	-320,986	-100%	$7.6M	—	—	—
Rhumbline Advisers	N/A	—	320,218	-320,218	-100%	$8.5M	—	—	—
Legal & General Group Plc	N/A	—	314,643	-314,643	-100%	$8.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	314,274	-314,274	-100%	$8.3M	—	—	—
Wells Fargo & Company	N/A	—	300,163	-300,163	-100%	$8.0M	—	—	—
Nordea Investment Management AB	N/A	—	294,928	-294,928	-100%	$7.8M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	294,762	-294,762	-100%	$7.8M	—	—	—
California Public Employees Retirement System	N/A	—	286,841	-286,841	-100%	$7.6M	—	—	—
Swiss National Bank	N/A	—	270,900	-270,900	-100%	$7.2M	—	—	—
FMR LLC	N/A	—	254,701	-254,701	-100%	$6.8M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	247,650	-247,650	-100%	$6.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	242,057	-242,057	-100%	$6.4M	—	—	—
Ardsley Advisory Partners LP	N/A	—	240,000	-240,000	-100%	$6.4M	—	—	—
Panagora Asset Management Inc	N/A	—	233,297	-233,297	-100%	$6.2M	—	—	—
Jane Street Group, LLC	N/A	—	202,756	-202,756	-100%	$5.4M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	200,000	-200,000	-100%	$5.3M	—	—	—
Needham Investment Management LLC	N/A	—	195,000	-195,000	-100%	$5.2M	—	—	—
Point72 Asset Management, L.P.	N/A	—	193,541	-193,541	-100%	$5.1M	—	—	—
Numerai GP LLC	N/A	—	189,720	-189,720	-100%	$5.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	189,441	-189,441	-100%	$5.0M	—	—	—
Norges Bank	N/A	—	189,218	-189,218	-100%	$5.0M	—	—	—
Prudential Financial Inc	N/A	—	186,857	-186,857	-100%	$5.0M	—	—	—
Voya Investment Management LLC	N/A	—	182,402	-182,402	-100%	$4.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	179,874	-179,874	-100%	$4.8M	—	—	—
EFG International AG	N/A	—	175,173	-175,173	-100%	$4.7M	—	—	—
Brevan Howard Capital Management LP	N/A	—	170,862	-170,862	-100%	$4.5M	—	—	—
California State Teachers Retirement System	N/A	—	169,105	-169,105	-100%	$4.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	158,772	-158,772	-100%	$4.2M	—	—	—
Deutsche Bank Ag\	N/A	—	150,828	-150,828	-100%	$4.0M	—	—	—
Winton Group Ltd	N/A	—	148,592	-148,592	-100%	$3.9M	—	—	—
Amundi	N/A	—	142,019	-142,019	-100%	$3.8M	—	—	—
Madison Asset Management, LLC	N/A	—	136,011	-136,011	-100%	$3.6M	—	—	—
Great Lakes Advisors, LLC	N/A	—	135,437	-135,437	-100%	$3.6M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	129,808	-129,808	-100%	$3.4M	—	—	—
Focus Partners Wealth	N/A	—	127,401	-127,401	-100%	$3.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	123,257	-123,257	-100%	$3.3M	—	—	—
Bessemer Group Inc	N/A	—	123,213	-123,213	-100%	$3.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	119,938	-119,938	-100%	$3.2M	—	—	—
Emmett Investment Management, LP	N/A	—	117,136	-117,136	-100%	$3.2M	—	—	—
Odyssean, LLC	N/A	—	117,086	-117,086	-100%	$3.1M	—	—	—
Canada Life Assurance Co	N/A	—	111,085	-111,085	-100%	$2.9M	—	—	—
HSBC Holdings PLC	N/A	—	106,131	-106,131	-100%	$2.8M	—	—	—
Quantinno Capital Management LP	N/A	—	102,760	-102,760	-100%	$2.7M	—	—	—
Paralel Advisors LLC	N/A	—	97,711	-97,711	-100%	$2.6M	—	—	—
Caption Management, LLC	N/A	—	89,992	-89,992	-100%	$2.4M	—	—	—
Mercer Global Advisors Inc	N/A	—	88,424	-88,424	-100%	$2.3M	—	—	—
Verition Fund Management LLC	N/A	—	84,700	-84,700	-100%	$2.2M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	83,600	-83,600	-100%	$2.2M	—	—	—
Franklin Resources Inc	N/A	—	80,973	-80,973	-100%	$2.1M	—	—	—
MetLife Investment Management, LLC	N/A	—	79,975	-79,975	-100%	$2.1M	—	—	—
Bank of Montreal	N/A	—	79,134	-79,134	-100%	$2.1M	—	—	—
Gotham Asset Management, LLC	N/A	—	76,343	-76,343	-100%	$2.0M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	74,572	-74,572	-100%	$2.0M	—	—	—
Cerity Partners LLC	N/A	—	70,916	-70,916	-100%	$1.9M	—	—	—
State of Wisconsin Investment Board	N/A	—	68,669	-68,669	-100%	$1.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	67,444	-67,444	-100%	$1.8M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	67,144	-67,144	-100%	$1.8M	—	—	—
Atom Investors LP	N/A	—	65,208	-65,208	-100%	$1.7M	—	—	—
Graham Capital Management, L.P.	N/A	—	62,147	-62,147	-100%	$1.6M	—	—	—
Lazard Asset Management LLC	N/A	—	56,956	-56,956	-100%	$1.5M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	56,351	-56,351	-100%	$1.5M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	56,147	-56,147	-100%	$1.5M	—	—	—
Martingale Asset Management L P	N/A	—	55,018	-55,018	-100%	$1.5M	—	—	—
HighTower Advisors, LLC	N/A	—	54,314	-54,314	-100%	$1.4M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	53,017	-53,017	-100%	$1.4M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	52,976	-52,976	-100%	$1.4M	—	—	—
Shay Capital LLC	N/A	—	51,000	-51,000	-100%	$1.4M	—	—	—
American Century Companies Inc	N/A	—	50,168	-50,168	-100%	$1.3M	—	—	—
Handelsbanken Fonder AB	N/A	—	49,553	-49,553	-100%	$1.3M	—	—	—
New York State Common Retirement Fund	N/A	—	49,419	-49,419	-100%	$1.3M	—	—	—
XTX Topco Ltd	N/A	—	46,916	-46,916	-100%	$1.2M	—	—	—
Teacher Retirement System of Texas	N/A	—	42,588	-42,588	-100%	$1.1M	—	—	—
Engineers Gate Manager LP	N/A	—	42,049	-42,049	-100%	$1.1M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	40,510	-40,510	-100%	$1.1M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	40,260	-40,260	-100%	$1.1M	—	—	—
Raymond James Financial Inc	N/A	—	40,155	-40,155	-100%	$1.1M	—	—	—
Kesler, Norman & Wride, LLC	N/A	—	39,896	-39,896	-100%	$1.1M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	39,092	-39,092	-100%	$1.0M	—	—	—
Shelton Capital Management	N/A	—	39,084	-39,084	-100%	$1.0M	—	—	—
Nomura Holdings Inc	N/A	—	38,918	-38,918	-100%	$1.0M	—	—	—
Entropy Technologies, LP	N/A	—	36,722	-36,722	-100%	$974.6K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	36,186	-36,186	-100%	$960.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	35,703	-35,703	-100%	$947.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	34,990	-34,990	-100%	$928.6K	—	—	—
Summit Trail Advisors, LLC	N/A	—	31,884	-31,884	-100%	$846.2K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	31,362	-31,362	-100%	$832.3K	—	—	—
Weiss Asset Management LP	N/A	—	30,768	-30,768	-100%	$816.6K	—	—	—
Cetera Investment Advisers	N/A	—	30,308	-30,308	-100%	$804.4K	—	—	—
Intech Investment Management LLC	N/A	—	30,087	-30,087	-100%	$798.5K	—	—	—
Walleye Capital LLC	N/A	—	28,498	-28,498	-100%	$756.3K	—	—	—
Vestcor Inc	N/A	—	27,977	-27,977	-100%	$743.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	27,000	-27,000	-100%	$716.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	26,990	-26,990	-100%	$716.0K	—	—	—
Stifel Financial Corp	N/A	—	26,239	-26,239	-100%	$696.4K	—	—	—
Polymer Capital Management (US) LLC	N/A	—	25,399	-25,399	-100%	$674.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	24,695	-24,695	-100%	$655.4K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	24,588	-24,588	-100%	$652.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	23,054	-23,054	-100%	$611.9K	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	22,142	-22,142	-100%	$587.6K	—	—	—
Woodline Partners LP	N/A	—	22,024	-22,024	-100%	$584.5K	—	—	—
Neuberger Berman Group LLC	N/A	—	20,720	-20,720	-100%	$549.9K	—	—	—
LPL Financial LLC	N/A	—	20,623	-20,623	-100%	$547.3K	—	—	—
Captrust Financial Advisors	N/A	—	18,785	-18,785	-100%	$498.5K	—	—	—
Dark Forest Capital Management LP	N/A	—	17,805	-17,805	-100%	$472.5K	—	—	—
Vinva Investment Management Ltd	N/A	—	17,587	-17,587	-100%	$679.1K	—	—	—
Coldstream Capital Management Inc	N/A	—	17,522	-17,522	-100%	$465.0K	—	—	—
Ballentine Partners, LLC	N/A	—	16,932	-16,932	-100%	$449.4K	—	—	—
Glenmede Trust Co NA	N/A	—	16,574	-16,574	-100%	$439.9K	—	—	—
Diversified Trust Co	N/A	—	15,743	-15,743	-100%	$417.8K	—	—	—
Callan Family Office, LLC	N/A	—	15,296	-15,296	-100%	$406.0K	—	—	—
Composition Wealth, LLC	N/A	—	15,190	-15,190	-100%	$403.1K	—	—	—
Allstate Corp	N/A	—	14,648	-14,648	-100%	$388.8K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	14,514	-14,514	-100%	$385.0K	—	—	—
Staley Capital Advisers Inc	N/A	—	14,000	-14,000	-100%	$371.6K	—	—	—
Sivia Capital Partners, LLC	N/A	—	13,437	-13,437	-100%	$356.6K	—	—	—
McMillan Office, Inc.	N/A	—	12,990	-12,990	-100%	$344.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	12,465	-12,465	-100%	$330.8K	—	—	—
Connable Office Inc	N/A	—	12,388	-12,388	-100%	$328.8K	—	—	—
Arax Advisory Partners	N/A	—	11,956	-11,956	-100%	$317.3K	—	—	—
Jasper Ridge Partners, L.P.	N/A	—	11,814	-11,814	-100%	$313.5K	—	—	—
Group One Trading LLC	N/A	—	10,627	-10,627	-100%	$282.0K	—	—	—
Voleon Capital Management LP	N/A	—	10,589	-10,589	-100%	$281.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	9,943	-9,943	-100%	$263.9K	—	—	—
Brown Brothers Harriman & Co	N/A	—	9,728	-9,728	-100%	$258.2K	—	—	—
AE Wealth Management LLC	N/A	—	9,506	-9,506	-100%	$252.3K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	9,277	-9,277	-100%	$246.2K	—	—	—
LSV Asset Management	N/A	—	9,000	-9,000	-100%	$239.0K	—	—	—
nVerses Capital, LLC	N/A	—	8,939	-8,939	-100%	$237.2K	—	—	—
&partners	N/A	—	8,747	-8,747	-100%	$232.1K	—	—	—
SG Americas Securities, LLC	N/A	—	8,681	-8,681	-100%	$230.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	8,400	-8,400	-100%	$222.9K	—	—	—
Pure Financial Advisors, LLC	N/A	—	7,772	-7,772	-100%	$206.3K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	7,769	-7,769	-100%	$206.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,665	-7,665	-100%	$203.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,707	-6,707	-100%	$178.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,376	-4,376	-100%	$116.1K	—	—	—
Corient IA LP	N/A	—	4,000	-4,000	-100%	$106.2K	—	—	—
Globeflex Capital L P	N/A	—	3,844	-3,844	-100%	$102.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	2,953	-2,953	-100%	$78.4K	—	—	—
Truvestments Capital LLC	N/A	—	2,915	-2,915	-100%	$77.4K	—	—	—
Cordant, Inc.	N/A	—	2,078	-2,078	-100%	$55.2K	—	—	—
Allworth Financial LP	N/A	—	1,718	-1,718	-100%	$45.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,552	-1,552	-100%	$41.2K	—	—	—
Whittier Trust Co	N/A	—	1,205	-1,205	-100%	$34.2K	—	—	—
Employees Retirement System of Texas	N/A	—	1,099	-1,099	-100%	$29.0K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	1,095	-1,095	-100%	$29.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,000	-1,000	-100%	$26.5K	—	—	—
Kilter Group LLC	N/A	—	988	-988	-100%	$26.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	878	-878	-100%	$23.3K	—	—	—
UMB Bank, n.a.	N/A	—	861	-861	-100%	$22.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	837	-837	-100%	$22.2K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	708	-708	-100%	$18.8K	—	—	—
Toronto Dominion Bank	N/A	—	673	-673	-100%	$17.9K	—	—	—
WealthCollab, LLC	N/A	—	671	-671	-100%	$17.8K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	529	-529	-100%	$14.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	500	-500	-100%	$13.3K	—	—	—
Optiver Holding B.V.	N/A	—	496	-496	-100%	$13.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	357	-357	-100%	$9.5K	—	—	—
Harbour Investments, Inc.	N/A	—	342	-342	-100%	$9.1K	—	—	—
Picton Mahoney Asset Management	N/A	—	202	-202	-100%	$5.4K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	200	-200	-100%	$5.3K	—	—	—
Huntington National Bank	N/A	—	193	-193	-100%	$5.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	180	-180	-100%	$4.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	175	-175	-100%	$4.6K	—	—	—
CVA Family Office, LLC	N/A	—	164	-164	-100%	$4.4K	—	—	—
Rialto Wealth Management, LLC	N/A	—	151	-151	-100%	$4.0K	—	—	—
Financial Avengers, Inc.	N/A	—	150	-150	-100%	$4.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	129	-129	-100%	$3.4K	—	—	—
BFC Planning, Inc.	N/A	—	129	-129	-100%	$3.4K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	101	-101	-100%	$2.7K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	95	-95	-100%	$2.5K	—	—	—
Rothschild Investment LLC	N/A	—	94	-94	-100%	$2.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	87	-87	-100%	$2.2K	—	—	—
Cornerstone Financial Management LLC	N/A	—	81	-81	-100%	$2.2K	—	—	—
Anchor Investment Management, LLC	N/A	—	75	-75	-100%	$2.0K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	65	-65	-100%	$1.7K	—	—	—
Vanguard National Trust Co	N/A	—	41	-41	-100%	$1.1K	—	—	—
Ankerstar Wealth, LLC	N/A	—	31	-31	-100%	$823	—	—	—
Quarry LP	N/A	—	27	-27	-100%	$717	—	—	—
HFM Investment Advisors, LLC	N/A	—	9	-9	-100%	$239	—	—	—
LRI Investments, LLC	N/A	—	5	-5	-100%	$133	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$27	—	—	—

Showing 424 of 424 institutions