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Bright Horizons Family Solut (BFAM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,841,485 from 1,685,199
Change+156,286 (+9%)
Value$117.3M (-$2.1M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares706,441 from 907,741
Change-201,300 (-22%)
Value$45.0M (-$19.3M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares267,252 from 311,486
Change-44,234 (-14%)
Value$17.0M (-$5.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares266,806 from 293,850
Change-27,044 (-9%)
Value$17.0M (-$3.8M)
Filed 2026-11-05
Great Point Wealth Advisors, LLC
UNCHANGED
Shares257,890 from 257,890
Change0 (0%)
Value$16.4M (-$1.8M)
Filed 2026-10-15
Fiera Capital Corp
INCREASED
Shares245,392 from 242,667
Change+2,725 (+1%)
Value$15.6M (-$1.6M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares230,818 from 253,742
Change-22,924 (-9%)
Value$14.7M (-$3.3M)
Filed 2026-11-02
William Blair Investment Management, LLC
DECREASED
Shares185,448 from 819,598
Change-634,150 (-77%)
Value$11.8M (-$46.3M)
Filed 2026-11-06
Access Investment Management LLC
NEW
Shares147,060
Change+147,060
Value$9.4M
Filed 2026-10-23
Granite Investment Partners, LLC
NEW
Shares134,933
Change+134,933
Value$8.6M
Filed 2026-11-04
KBC Group NV
INCREASED
Shares98,286 from 76,738
Change+21,548 (+28%)
Value$6.3M (+$824.0K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares65,195 from 38,785
Change+26,410 (+68%)
Value$4.2M (+$1.4M)
Filed 2026-11-02
Graphene Investments SAS
INCREASED
Shares59,400 from 46,800
Change+12,600 (+27%)
Value$3.8M (+$467.8K)
Filed 2026-10-22
Russell Investments Group, Ltd.
INCREASED
Shares59,181 from 56,321
Change+2,860 (+5%)
Value$3.8M (-$221.1K)
Filed 2026-11-06
Dana Investment Advisors, Inc.
NEW
Shares55,982
Change+55,982
Value$3.6M
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares48,471 from 37,642
Change+10,829 (+29%)
Value$2.9M (+$407.8K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
NEW
Shares40,574
Change+40,574
Value$2.6M
Filed 2026-10-16
Thrivent Financial for Lutherans
DECREASED
Shares31,491 from 35,197
Change-3,706 (-11%)
Value$2.0M (-$488.0K)
Filed 2026-11-05
Illinois Municipal Retirement Fund
INCREASED
Shares30,400 from 29,086
Change+1,314 (+5%)
Value$1.9M (-$124.5K)
Filed 2026-11-05
Raiffeisen Bank International AG
DECREASED
Shares30,291 from 58,273
Change-27,982 (-48%)
Value$1.9M (-$2.2M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares26,275 from 30,572
Change-4,297 (-14%)
Value$1.7M (-$492.7K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares24,512 from 26,746
Change-2,234 (-8%)
Value$1.6M (-$333.9K)
Filed 2026-11-06
M&G Plc
INCREASED
Shares24,351 from 18,761
Change+5,590 (+30%)
Value$1.6M (+$226.4K)
Filed 2026-11-04
Louisiana State Employees Retirement System
DECREASED
Shares20,700 from 23,100
Change-2,400 (-10%)
Value$1.3M (-$318.3K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares20,417 from 13,777
Change+6,640 (+48%)
Value$1.3M (+$324.5K)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
DECREASED
Shares19,021 from 20,592
Change-1,571 (-8%)
Value$1.2M (-$247.5K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares16,675 from 103,184
Change-86,509 (-84%)
Value$1.1M (-$6.3M)
Filed 2026-11-05
Arizona State Retirement System
DECREASED
Shares14,820 from 15,207
Change-387 (-3%)
Value$944.3K (-$133.5K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares14,500 from 12,800
Change+1,700 (+13%)
Value$923.9K (+$16.7K)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares13,663 from 10,724
Change+2,939 (+27%)
Value$870.6K (+$110.5K)
Filed 2026-10-15
Amalgamated Bank
DECREASED
Shares13,642 from 15,072
Change-1,430 (-9%)
Value$869.0K (-$199.0K)
Filed 2026-10-23
Maryland State Retirement & Pension System
INCREASED
Shares13,425 from 10,336
Change+3,089 (+30%)
Value$855.4K (+$122.8K)
Filed 2026-11-05
Yousif Capital Management, LLC
DECREASED
Shares12,511 from 14,220
Change-1,709 (-12%)
Value$797.2K (-$210.7K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares12,091 from 11,461
Change+630 (+6%)
Value$770.4K (-$41.9K)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares11,459 from 12,475
Change-1,016 (-8%)
Value$730.2K (-$154.1K)
Filed 2026-11-03
Amundi
DECREASED
Shares11,079 from 12,455
Change-1,376 (-11%)
Value$706.0K (-$176.9K)
Filed 2026-11-06
Oregon Public Employees Retirement Fund
DECREASED
Shares10,900 from 11,900
Change-1,000 (-8%)
Value$694.5K (-$148.9K)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares10,619 from 17,325
Change-6,706 (-39%)
Value$675.0K (-$552.0K)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares10,426 from 14,200
Change-3,774 (-27%)
Value$664.3K (-$342.2K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares9,011 from 10,500
Change-1,489 (-14%)
Value$574.2K (-$170.1K)
Filed 2026-10-21
Savant Capital, LLC
NEW
Shares8,794
Change+8,794
Value$560.4K
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares8,301 from 3,950
Change+4,351 (+110%)
Value$528.9K (+$249.0K)
Filed 2026-10-23
Barclays PLC
DECREASED
Shares8,296 from 41,164
Change-32,868 (-80%)
Value$528.6K (-$2.4M)
Filed 2026-11-06
Pictet Asset Management Holding SA
UNCHANGED
Shares8,063 from 8,063
Change0 (0%)
Value$513.8K (-$57.7K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares7,599 from 7,170
Change+429 (+6%)
Value$484.2K (-$24.0K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares7,478 from 5,552
Change+1,926 (+35%)
Value$476.5K (+$83.0K)
Filed 2026-11-06
Krilogy Financial LLC
INCREASED
Shares6,931 from 6,919
Change+12 (+0%)
Value$484.5K (-$5.9K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares6,854 from 7,751
Change-897 (-12%)
Value$436.7K (-$112.7K)
Filed 2026-10-15
Assenagon Asset Management S.A.
DECREASED
Shares6,657 from 108,772
Change-102,115 (-94%)
Value$424.2K (-$7.3M)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
DECREASED
Shares6,214 from 6,714
Change-500 (-7%)
Value$396.0K (-$79.9K)
Filed 2026-10-21
111 Capital
NEW
Shares6,151
Change+6,151
Value$391.9K
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares6,122 from 5,721
Change+401 (+7%)
Value$437.1K (+$11.9K)
Filed 2026-10-27
Mutual of America Capital Management LLC
DECREASED
Shares6,073 from 6,541
Change-468 (-7%)
Value$387.0K (-$76.7K)
Filed 2026-10-23
Guinness Asset Management LTD
NEW
Shares5,997
Change+5,997
Value$382.1K
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares5,933 from 3,253
Change+2,680 (+82%)
Value$378.1K (+$147.5K)
Filed 2026-10-29
Brighton Jones LLC
DECREASED
Shares5,916 from 6,939
Change-1,023 (-15%)
Value$377.0K (-$114.9K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED
Shares5,898 from 6,237
Change-339 (-5%)
Value$375.8K (-$66.3K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares5,690 from 2,958
Change+2,732 (+92%)
Value$392.0K (+$171.8K)
Filed 2026-10-13
Virginia Retirement Systems ET Al
INCREASED
Shares5,300 from 3,800
Change+1,500 (+39%)
Value$337.7K (+$68.4K)
Filed 2026-10-28
Simplex Trading, LLC
NEW
Shares4,991
Change+4,991
Value$318.0K
Filed 2026-11-04
Nykredit A/S
UNCHANGED
Shares4,769 from 4,769
Change0 (0%)
Value$303.9K (-$34.1K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares4,643 from 4,729
Change-86 (-2%)
Value$295.9K (-$39.3K)
Filed 2026-10-27
Candriam S.C.A.
UNCHANGED
Shares4,202 from 4,202
Change0 (0%)
Value$268.7K (-$28.8K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares3,945 from 4,484
Change-539 (-12%)
Value$251.4K (-$66.5K)
Filed 2026-10-14
Inscription Capital, LLC
NEW
Shares3,939
Change+3,939
Value$251.0K
Filed 2026-11-02
Xponance LLC
DECREASED
Shares3,788 from 3,853
Change-65 (-2%)
Value$241.4K (-$31.7K)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
NEW
Shares3,640
Change+3,640
Value$231.9K
Filed 2026-10-15
Axxion S.A.
INCREASED
Shares3,494 from 3,112
Change+382 (+12%)
Value$222.6K (+$2.1K)
Filed 2026-10-22
Swiss Life Asset Management Ltd
UNCHANGED
Shares3,483 from 3,483
Change0 (0%)
Value$221.9K (-$24.9K)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares3,456 from 3,615
Change-159 (-4%)
Value$220.2K (-$36.0K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares3,426
Change+3,426
Value$218.3K
Filed 2026-10-27
Citizens Financial Group Inc
NEW
Shares3,330
Change+3,330
Value$212.2K
Filed 2026-10-23
Lecap Asset Management LTD
NEW
Shares3,244
Change+3,244
Value$206.7K
Filed 2026-10-27
Olympiad Research LP
NEW
Shares3,195
Change+3,195
Value$203.6K
Filed 2026-11-04
Praxis Investment Management Inc
DECREASED
Shares3,164 from 4,119
Change-955 (-23%)
Value$202.0K (-$90.0K)
Filed 2026-11-03
Curated Wealth Partners LLC
NEW
Shares3,152
Change+3,152
Value$200.8K
Filed 2026-10-15
Fulcrum Asset Management LLP
INCREASED
Shares3,018 from 132
Change+2,886 (+2186%)
Value$192.5K (+$183.2K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares2,801 from 2,718
Change+83 (+3%)
Value$198.5K (+$5.9K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares2,563 from 2,023
Change+540 (+27%)
Value$163.3K (+$19.9K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares2,505 from 2,558
Change-53 (-2%)
Value$159.6K (-$21.7K)
Filed 2026-10-16
Eurizon Capital SGR S.p.A.
INCREASED
Shares2,137 from 1,071
Change+1,066 (+100%)
Value$136.4K (+$60.4K)
Filed 2026-11-06
UMB Bank, n.a.
DECREASED
Shares2,051 from 2,069
Change-18 (-1%)
Value$130.7K (-$16.0K)
Filed 2026-11-06
Essential Partners LLC
DECREASED
Shares1,931 from 1,950
Change-19 (-1%)
Value$123.0K (-$15.2K)
Filed 2026-10-14
Nisa Investment Advisors, LLC
INCREASED
Shares1,636 from 1,208
Change+428 (+35%)
Value$104.2K (+$18.6K)
Filed 2026-10-20
New York State Teachers Retirement System
DECREASED
Shares1,609 from 3,558
Change-1,949 (-55%)
Value$103.0K (-$149.0K)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares1,512 from 1,577
Change-65 (-4%)
Value$96.3K (-$15.4K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,471 from 432
Change+1,039 (+241%)
Value$93.7K (+$63.1K)
Filed 2026-10-27
Covestor Ltd
INCREASED
Shares1,440 from 1,383
Change+57 (+4%)
Value$92.0K (-$6.0K)
Filed 2026-10-30
DekaBank Deutsche Girozentrale
NEW
Shares1,324
Change+1,324
Value$84.0K
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares1,317 from 1,315
Change+2 (+0%)
Value$83.9K (-$9.3K)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares1,272 from 2,181
Change-909 (-42%)
Value$81.1K (-$73.5K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares1,258 from 2,265
Change-1,007 (-44%)
Value$80.2K (-$80.4K)
Filed 2026-11-04
Avanza Fonder AB
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$71.3K (-$8.0K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares1,012 from 1,073
Change-61 (-6%)
Value$64.5K (-$11.6K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares852 from 27
Change+825 (+3056%)
Value$54.3K (+$52.4K)
Filed 2026-10-02
SJS Investment Consulting Inc.
DECREASED
Shares681 from 764
Change-83 (-11%)
Value$43.4K (-$10.8K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$38.4K (-$5.6K)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares517 from 1,535
Change-1,018 (-66%)
Value$32.9K (-$75.9K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares447
Change+447
Value$28.5K
Filed 2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$25.9K (-$2.9K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares392 from 221
Change+171 (+77%)
Value$25.0K (+$9.3K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares363
Change+363
Value$23.1K
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares349
Change+349
Value$22.2K
Filed 2026-11-02
TD Waterhouse Canada Inc.
NEW
Shares340
Change+340
Value$22.0K
Filed 2026-10-16
True Wealth Design, LLC
DECREASED
Shares313 from 316
Change-3 (-1%)
Value$19.9K (-$2.5K)
Filed 2026-10-13
Elevation Wealth Partners, LLC
INCREASED
Shares287 from 174
Change+113 (+65%)
Value$18.3K (+$6.0K)
Filed 2026-10-07
Parallel Advisors, LLC
INCREASED
Shares273 from 144
Change+129 (+90%)
Value$17.4K (+$7.2K)
Filed 2026-11-03
Washington Trust Advisors, Inc.
INCREASED
Shares250 from 185
Change+65 (+35%)
Value$15.9K (+$2.8K)
Filed 2026-10-22
Entrust Financial LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$11.7K (-$1.3K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares171 from 191
Change-20 (-10%)
Value$10.9K (-$2.6K)
Filed 2026-10-05
Elyxium Wealth, LLC
NEW
Shares165
Change+165
Value$10.5K
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
NEW
Shares156
Change+156
Value$9.9K
Filed 2026-10-16
Bayforest Capital Ltd
NEW
Shares155
Change+155
Value$9.9K
Filed 2026-11-03
Bare Financial Services, Inc
INCREASED
Shares152 from 103
Change+49 (+48%)
Value$9.7K (+$2.4K)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares144 from 415
Change-271 (-65%)
Value$9.2K (-$20.2K)
Filed 2026-11-06
Clearstead Trust, LLC
INCREASED
Shares129 from 101
Change+28 (+28%)
Value$8.2K (+$1.1K)
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares123 from 309
Change-186 (-60%)
Value$7.8K (-$14.1K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
INCREASED
Shares100 from 52
Change+48 (+92%)
Value$6 (+$2)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares98
Change+98
Value$6.2K
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares97 from 92
Change+5 (+5%)
Value$6.2K (-$340)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares93 from 76
Change+17 (+22%)
Value$5.9K (+$539)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$4.1K (-$466)
Filed 2026-10-20
Strategic Advocates LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.2K (-$358)
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$3.1K (-$351)
Filed 2026-10-15
Farmers & Merchants Investments Inc
INCREASED
Shares48 from 27
Change+21 (+78%)
Value$3.1K (+$1.1K)
Filed 2026-10-22
Bell Investment Advisors, Inc
DECREASED
Shares45 from 60
Change-15 (-25%)
Value$2.9K (-$1.4K)
Filed 2026-10-29
Bokf, NA
NEW
Shares39
Change+39
Value$2.5K
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.0K (-$222)
Filed 2026-11-03
Private Wealth Management Group, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.7K (-$193)
Filed 2026-10-19
First Horizon Corp
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.7K (-$194)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.7K (-$186)
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.5K (-$172)
Filed 2026-10-13
Noble Wealth Management PBC
INCREASED
Shares20 from 16
Change+4 (+25%)
Value$1.3K (+$140)
Filed 2026-10-01
Cromwell Holdings LLC
INCREASED
Shares17 from 13
Change+4 (+31%)
Value$1.1K (+$162)
Filed 2026-10-28
Avion Wealth
INCREASED
Shares16 from 8
Change+8 (+100%)
Value$1 (+$1)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares15
Change+15
Value$956
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED
Shares15 from 10
Change+5 (+50%)
Value$956 (+$247)
Filed 2026-10-29
WPG Advisers, LLC
DECREASED
Shares14 from 28
Change-14 (-50%)
Value$892 (-$1.1K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares13 from 165
Change-152 (-92%)
Value$828 (-$10.9K)
Filed 2026-10-08
Cedar Mountain Advisors, LLC
INCREASED
Shares13 from 10
Change+3 (+30%)
Value$828 (+$119)
Filed 2026-10-15
Highline Wealth Partners LLC
NEW
Shares12
Change+12
Value$765
Filed 2026-10-19
CX Institutional
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Spire Wealth Management
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$701 (-$79)
Filed 2026-10-30
GoalVest Advisory LLC
NEW
Shares10
Change+10
Value$637
Filed 2026-10-02
Gilpin Wealth Management, LLC
DECREASED
Shares10 from 11
Change-1 (-9%)
Value$638 (-$142)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$510 (-$58)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares6
Change+6
Value$382
Filed 2026-10-19
Ascentis Wealth Management, LLC
NEW
Shares5
Change+5
Value$318
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares5 from 6
Change-1 (-17%)
Value$319 (-$107)
Filed 2026-10-29
Proathlete Wealth Management LLC
NEW
Shares4
Change+4
Value$254
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$255 (-$29)
Filed 2026-10-16
American Capital Advisory, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$192 (-$21)
Filed 2026-10-28
Davis Capital Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$191 (-$22)
Filed 2026-10-08
James T. Borello RIA
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$127 (-$86)
Filed 2026-10-16
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$64
Filed 2026-10-16
Activest Wealth Management
DECREASED
Shares1 from 21
Change-20 (-95%)
Value$64 (-$1.4K)
Filed 2026-10-15
Hughes Financial Services, LLC
DECREASED
Shares1 from 6
Change-5 (-83%)
Value$67 (-$358)
Filed 2026-10-30
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$65 (-$9)
Filed 2026-10-27
Conestoga Capital Advisors, LLC
CLOSED
Shares0 from 444,997
Change-444,997 (-100%)
Value$0 (-$31.5M)
Filed 2026-11-02
Premier Fund Managers Ltd
CLOSED
Shares0 from 72,667
Change-72,667 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-02
Norden Group LLC
CLOSED
Shares0 from 7,253
Change-7,253 (-100%)
Value$0 (-$514.1K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 4,003
Change-4,003 (-100%)
Value$0 (-$283.7K)
Filed 2026-11-02
Wedmont Private Capital
CLOSED
Shares0 from 3,590
Change-3,590 (-100%)
Value$0 (-$263.2K)
Filed 2026-10-09
Integrated Advisors Network LLC
CLOSED
Shares0 from 3,358
Change-3,358 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-20
Simplicity Wealth,LLC
CLOSED
Shares0 from 3,216
Change-3,216 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-23
Inspire Investing, LLC
CLOSED
Shares0 from 3,186
Change-3,186 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-22
Perpetual Ltd
CLOSED
Shares0 from 3,043
Change-3,043 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-13
Facet Wealth, Inc.
CLOSED
Shares0 from 3,008
Change-3,008 (-100%)
Value$0 (-$213.2K)
Filed 2026-11-04
TSA Wealth Managment LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-22
CIBC Asset Management Inc
CLOSED
Shares0 from 2,981
Change-2,981 (-100%)
Value$0 (-$211.3K)
Filed 2026-11-05
Hilltop National Bank
CLOSED
Shares0 from 1,304
Change-1,304 (-100%)
Value$0 (-$92.4K)
Filed 2026-10-14
Daiwa Securities Group Inc.
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$25.2K)
Filed 2026-10-29
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$17.9K)
Filed 2026-11-06
Private Trust Co NA
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-07
Cornerstone Planning Group LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$864)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 ($0)
Filed 2026-11-06
Creative Capital Management Investments LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$496)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$354)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 6,381,452
Change-6,381,452 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,084,745
Change-3,084,745 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,879,905
Change-2,879,905 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,669,590
Change-2,669,590 (-100%)
Value—
Abrams Bison Investments, LLC
N/A
Shares— from 2,393,249
Change-2,393,249 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,385,503
Change-2,385,503 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,786,355
Change-1,786,355 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,500,862
Change-1,500,862 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,448,078
Change-1,448,078 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,440,461
Change-1,440,461 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,326,824
Change-1,326,824 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 1,227,000
Change-1,227,000 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,144,465
Change-1,144,465 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 1,080,793
Change-1,080,793 (-100%)
Value—
Bamco Inc
N/A
Shares— from 1,055,150
Change-1,055,150 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 920,382
Change-920,382 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 803,127
Change-803,127 (-100%)
Value—
UBS Group AG
N/A
Shares— from 755,359
Change-755,359 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 713,541
Change-713,541 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 699,215
Change-699,215 (-100%)
Value—
FMR LLC
N/A
Shares— from 638,901
Change-638,901 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 603,358
Change-603,358 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 596,653
Change-596,653 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 594,175
Change-594,175 (-100%)
Value—
Norges Bank
N/A
Shares— from 481,523
Change-481,523 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 454,593
Change-454,593 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 417,759
Change-417,759 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 403,878
Change-403,878 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 344,157
Change-344,157 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 333,027
Change-333,027 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 300,072
Change-300,072 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 291,904
Change-291,904 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 265,599
Change-265,599 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 240,815
Change-240,815 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 238,338
Change-238,338 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 199,776
Change-199,776 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 184,789
Change-184,789 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 180,740
Change-180,740 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 177,953
Change-177,953 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 177,589
Change-177,589 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 177,292
Change-177,292 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 166,188
Change-166,188 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 159,863
Change-159,863 (-100%)
Value—
Man Group plc
N/A
Shares— from 159,165
Change-159,165 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 157,797
Change-157,797 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 157,594
Change-157,594 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 157,036
Change-157,036 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 137,128
Change-137,128 (-100%)
Value—
Capital World Investors
N/A
Shares— from 132,267
Change-132,267 (-100%)
Value—
Mayar Capital Ltd.
N/A
Shares— from 125,234
Change-125,234 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 124,994
Change-124,994 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 122,115
Change-122,115 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 121,621
Change-121,621 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 121,268
Change-121,268 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 121,049
Change-121,049 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 117,745
Change-117,745 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 116,277
Change-116,277 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 114,546
Change-114,546 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 110,679
Change-110,679 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 101,315
Change-101,315 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 100,844
Change-100,844 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 89,353
Change-89,353 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 88,059
Change-88,059 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 80,200
Change-80,200 (-100%)
Value—
Alpine Peaks Capital, LP
N/A
Shares— from 77,539
Change-77,539 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 73,873
Change-73,873 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 67,413
Change-67,413 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 67,411
Change-67,411 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 64,885
Change-64,885 (-100%)
Value—
Applied Fundamental Research, LLC
N/A
Shares— from 60,370
Change-60,370 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 58,390
Change-58,390 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 56,401
Change-56,401 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 56,329
Change-56,329 (-100%)
Value—
Monimus Capital Management, LP
N/A
Shares— from 54,740
Change-54,740 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 54,372
Change-54,372 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 51,405
Change-51,405 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 48,877
Change-48,877 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 47,856
Change-47,856 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 45,030
Change-45,030 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 44,970
Change-44,970 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 43,636
Change-43,636 (-100%)
Value—
Ossiam
N/A
Shares— from 43,086
Change-43,086 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 43,033
Change-43,033 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 38,423
Change-38,423 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 37,243
Change-37,243 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 35,539
Change-35,539 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 35,289
Change-35,289 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 34,379
Change-34,379 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 33,541
Change-33,541 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 31,784
Change-31,784 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 31,626
Change-31,626 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 31,496
Change-31,496 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 29,060
Change-29,060 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 28,633
Change-28,633 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 28,085
Change-28,085 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 27,709
Change-27,709 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 27,226
Change-27,226 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 26,576
Change-26,576 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 25,408
Change-25,408 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 24,850
Change-24,850 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 24,202
Change-24,202 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 24,200
Change-24,200 (-100%)
Value—
Boston Partners
N/A
Shares— from 23,974
Change-23,974 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 23,923
Change-23,923 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 23,700
Change-23,700 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 23,560
Change-23,560 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 22,552
Change-22,552 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 22,315
Change-22,315 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 22,290
Change-22,290 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,168
Change-22,168 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 20,803
Change-20,803 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 20,358
Change-20,358 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 20,319
Change-20,319 (-100%)
Value—
Allstate Corp
N/A
Shares— from 19,624
Change-19,624 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 18,842
Change-18,842 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 18,711
Change-18,711 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 18,345
Change-18,345 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 17,644
Change-17,644 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,439
Change-17,439 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 17,421
Change-17,421 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,261
Change-17,261 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,233
Change-17,233 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 17,085
Change-17,085 (-100%)
Value—
Triodos Investment Management BV
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 16,833
Change-16,833 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 16,743
Change-16,743 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 16,064
Change-16,064 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 15,510
Change-15,510 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 15,344
Change-15,344 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 14,099
Change-14,099 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,955
Change-13,955 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 13,712
Change-13,712 (-100%)
Value—
&partners
N/A
Shares— from 12,522
Change-12,522 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 11,972
Change-11,972 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,783
Change-11,783 (-100%)
Value—
Varcov Co.
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,411
Change-11,411 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,684
Change-10,684 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,482
Change-10,482 (-100%)
Value—
CSS LLC
N/A
Shares— from 10,420
Change-10,420 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,789
Change-6,789 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Foresight Group Ltd Liability Partnership
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 5,674
Change-5,674 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Summitry LLC
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 3,692
Change-3,692 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 948
Change-948 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 934
Change-934 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 509
Change-509 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 486
Change-486 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 460
Change-460 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 364
Change-364 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 258
Change-258 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 214
Change-214 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 154
Change-154 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 37
Change-37 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4
Change-4 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Quarry LP
N/A
Shares— from 2
Change-2 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,841,4851,685,199+156,286+9%$119.4M$117.3M-$2.1M2026-11-04
Geode Capital Management, LLC
DECREASED706,441907,741-201,300-22%$64.4M$45.0M-$19.3M2026-11-06
Deutsche Bank Ag\
DECREASED267,252311,486-44,234-14%$22.1M$17.0M-$5.0M2026-11-06
Bank of New York Mellon Corp
DECREASED266,806293,850-27,044-9%$20.8M$17.0M-$3.8M2026-11-05
Great Point Wealth Advisors, LLC
UNCHANGED257,890257,89000%$18.3M$16.4M-$1.8M2026-10-15
Fiera Capital Corp
INCREASED245,392242,667+2,725+1%$17.2M$15.6M-$1.6M2026-11-06
Principal Financial Group Inc
DECREASED230,818253,742-22,924-9%$18.0M$14.7M-$3.3M2026-11-02
William Blair Investment Management, LLC
DECREASED185,448819,598-634,150-77%$58.1M$11.8M-$46.3M2026-11-06
Access Investment Management LLC
NEW147,060—+147,060——$9.4M—2026-10-23
Granite Investment Partners, LLC
NEW134,933—+134,933——$8.6M—2026-11-04
KBC Group NV
INCREASED98,28676,738+21,548+28%$5.4M$6.3M+$824.0K2026-10-22
Creative Planning
INCREASED65,19538,785+26,410+68%$2.7M$4.2M+$1.4M2026-11-02
Graphene Investments SAS
INCREASED59,40046,800+12,600+27%$3.3M$3.8M+$467.8K2026-10-22
Russell Investments Group, Ltd.
INCREASED59,18156,321+2,860+5%$4.0M$3.8M-$221.1K2026-11-06
Dana Investment Advisors, Inc.
NEW55,982—+55,982——$3.6M—2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED48,47137,642+10,829+29%$2.5M$2.9M+$407.8K2026-10-13
Y-Intercept (Hong Kong) Ltd
NEW40,574—+40,574——$2.6M—2026-10-16
Thrivent Financial for Lutherans
DECREASED31,49135,197-3,706-11%$2.5M$2.0M-$488.0K2026-11-05
Illinois Municipal Retirement Fund
INCREASED30,40029,086+1,314+5%$2.1M$1.9M-$124.5K2026-11-05
Raiffeisen Bank International AG
DECREASED30,29158,273-27,982-48%$4.1M$1.9M-$2.2M2026-10-28
Truist Financial Corp
DECREASED26,27530,572-4,297-14%$2.2M$1.7M-$492.7K2026-10-30
LPL Financial LLC
DECREASED24,51226,746-2,234-8%$1.9M$1.6M-$333.9K2026-11-06
M&G Plc
INCREASED24,35118,761+5,590+30%$1.3M$1.6M+$226.4K2026-11-04
Louisiana State Employees Retirement System
DECREASED20,70023,100-2,400-10%$1.6M$1.3M-$318.3K2026-10-20
Citigroup Inc
INCREASED20,41713,777+6,640+48%$976.5K$1.3M+$324.5K2026-11-04
State of New Jersey Common Pension Fund D
DECREASED19,02120,592-1,571-8%$1.5M$1.2M-$247.5K2026-11-05
Fifth Third Bancorp
DECREASED16,675103,184-86,509-84%$7.3M$1.1M-$6.3M2026-11-05
Arizona State Retirement System
DECREASED14,82015,207-387-3%$1.1M$944.3K-$133.5K2026-11-03
Oppenheimer & Co Inc
INCREASED14,50012,800+1,700+13%$907.3K$923.9K+$16.7K2026-10-26
Atria Investments, Inc
INCREASED13,66310,724+2,939+27%$760.1K$870.6K+$110.5K2026-10-15
Amalgamated Bank
DECREASED13,64215,072-1,430-9%$1.1M$869.0K-$199.0K2026-10-23
Maryland State Retirement & Pension System
INCREASED13,42510,336+3,089+30%$732.6K$855.4K+$122.8K2026-11-05
Yousif Capital Management, LLC
DECREASED12,51114,220-1,709-12%$1.0M$797.2K-$210.7K2026-10-22
Merit Financial Group, LLC
INCREASED12,09111,461+630+6%$812.4K$770.4K-$41.9K2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED11,45912,475-1,016-8%$884.2K$730.2K-$154.1K2026-11-03
Amundi
DECREASED11,07912,455-1,376-11%$882.8K$706.0K-$176.9K2026-11-06
Oregon Public Employees Retirement Fund
DECREASED10,90011,900-1,000-8%$843.5K$694.5K-$148.9K2026-10-30
State of Alaska, Department of Revenue
DECREASED10,61917,325-6,706-39%$1.2M$675.0K-$552.0K2026-10-15
TD Private Client Wealth LLC
DECREASED10,42614,200-3,774-27%$1.0M$664.3K-$342.2K2026-10-28
Assetmark, Inc
DECREASED9,01110,500-1,489-14%$744.2K$574.2K-$170.1K2026-10-21
Savant Capital, LLC
NEW8,794—+8,794——$560.4K—2026-11-06
HB Wealth Management, LLC
INCREASED8,3013,950+4,351+110%$280.0K$528.9K+$249.0K2026-10-23
Barclays PLC
DECREASED8,29641,164-32,868-80%$2.9M$528.6K-$2.4M2026-11-06
Pictet Asset Management Holding SA
UNCHANGED8,0638,06300%$571.5K$513.8K-$57.7K2026-11-03
US Bancorp \de\
INCREASED7,5997,170+429+6%$508.2K$484.2K-$24.0K2026-11-05
PNC Financial Services Group, Inc.
INCREASED7,4785,552+1,926+35%$393.5K$476.5K+$83.0K2026-11-06
Krilogy Financial LLC
INCREASED6,9316,919+12+0%$490.4K$484.5K-$5.9K2026-10-13
Mission Wealth Management, LP
DECREASED6,8547,751-897-12%$549.4K$436.7K-$112.7K2026-10-15
Assenagon Asset Management S.A.
DECREASED6,657108,772-102,115-94%$7.7M$424.2K-$7.3M2026-10-15
Crossmark Global Holdings, Inc.
DECREASED6,2146,714-500-7%$475.9K$396.0K-$79.9K2026-10-21
111 Capital
NEW6,151—+6,151——$391.9K—2026-11-03
Chicago Partners Investment Group LLC
INCREASED6,1225,721+401+7%$425.2K$437.1K+$11.9K2026-10-27
Mutual of America Capital Management LLC
DECREASED6,0736,541-468-7%$463.6K$387.0K-$76.7K2026-10-23
Guinness Asset Management LTD
NEW5,997—+5,997——$382.1K—2026-11-05
Vise Technologies, Inc.
INCREASED5,9333,253+2,680+82%$230.6K$378.1K+$147.5K2026-10-29
Brighton Jones LLC
DECREASED5,9166,939-1,023-15%$491.8K$377.0K-$114.9K2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED5,8986,237-339-5%$442.1K$375.8K-$66.3K2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED5,6902,958+2,732+92%$220.2K$392.0K+$171.8K2026-10-13
Virginia Retirement Systems ET Al
INCREASED5,3003,800+1,500+39%$269.3K$337.7K+$68.4K2026-10-28
Simplex Trading, LLC
NEW4,991—+4,991——$318.0K—2026-11-04
Nykredit A/S
UNCHANGED4,7694,76900%$338.0K$303.9K-$34.1K2026-11-06
Oppenheimer Asset Management Inc.
DECREASED4,6434,729-86-2%$335.2K$295.9K-$39.3K2026-10-27
Candriam S.C.A.
UNCHANGED4,2024,20200%$297.6K$268.7K-$28.8K2026-11-03
Davenport & Co LLC
DECREASED3,9454,484-539-12%$317.8K$251.4K-$66.5K2026-10-14
Inscription Capital, LLC
NEW3,939—+3,939——$251.0K—2026-11-02
Xponance LLC
DECREASED3,7883,853-65-2%$273.1K$241.4K-$31.7K2026-11-03
Turtle Creek Wealth Advisors, LLC
NEW3,640—+3,640——$231.9K—2026-10-15
Axxion S.A.
INCREASED3,4943,112+382+12%$220.6K$222.6K+$2.1K2026-10-22
Swiss Life Asset Management Ltd
UNCHANGED3,4833,48300%$246.9K$221.9K-$24.9K2026-11-03
Vontobel Holding Ltd.
DECREASED3,4563,615-159-4%$256.2K$220.2K-$36.0K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW3,426—+3,426——$218.3K—2026-10-27
Citizens Financial Group Inc
NEW3,330—+3,330——$212.2K—2026-10-23
Lecap Asset Management LTD
NEW3,244—+3,244——$206.7K—2026-10-27
Olympiad Research LP
NEW3,195—+3,195——$203.6K—2026-11-04
Praxis Investment Management Inc
DECREASED3,1644,119-955-23%$292.0K$202.0K-$90.0K2026-11-03
Curated Wealth Partners LLC
NEW3,152—+3,152——$200.8K—2026-10-15
Fulcrum Asset Management LLP
INCREASED3,018132+2,886+2186%$9.4K$192.5K+$183.2K2026-11-04
Allworth Financial LP
INCREASED2,8012,718+83+3%$192.7K$198.5K+$5.9K2026-11-06
Strs Ohio
INCREASED2,5632,023+540+27%$143.4K$163.3K+$19.9K2026-10-30
IFP Advisors, Inc
DECREASED2,5052,558-53-2%$181.3K$159.6K-$21.7K2026-10-16
Eurizon Capital SGR S.p.A.
INCREASED2,1371,071+1,066+100%$76.0K$136.4K+$60.4K2026-11-06
UMB Bank, n.a.
DECREASED2,0512,069-18-1%$146.7K$130.7K-$16.0K2026-11-06
Essential Partners LLC
DECREASED1,9311,950-19-1%$138.2K$123.0K-$15.2K2026-10-14
Nisa Investment Advisors, LLC
INCREASED1,6361,208+428+35%$85.6K$104.2K+$18.6K2026-10-20
New York State Teachers Retirement System
DECREASED1,6093,558-1,949-55%$252.0K$103.0K-$149.0K2026-10-22
Sterling Capital Management LLC
DECREASED1,5121,577-65-4%$111.8K$96.3K-$15.4K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED1,471432+1,039+241%$30.6K$93.7K+$63.1K2026-10-27
Covestor Ltd
INCREASED1,4401,383+57+4%$98.0K$92.0K-$6.0K2026-10-30
DekaBank Deutsche Girozentrale
NEW1,324—+1,324——$84.0K—2026-10-27
Larson Financial Group LLC
INCREASED1,3171,315+2+0%$93.2K$83.9K-$9.3K2026-11-05
Gamma Investing LLC
DECREASED1,2722,181-909-42%$154.6K$81.1K-$73.5K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED1,2582,265-1,007-44%$160.5K$80.2K-$80.4K2026-11-04
Avanza Fonder AB
UNCHANGED1,1191,11900%$79.3K$71.3K-$8.0K2026-10-13
Farther Finance Advisors, LLC
DECREASED1,0121,073-61-6%$76.1K$64.5K-$11.6K2026-10-08
Versant Capital Management, Inc
INCREASED85227+825+3056%$1.9K$54.3K+$52.4K2026-10-02
SJS Investment Consulting Inc.
DECREASED681764-83-11%$54.2K$43.4K-$10.8K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED60360300%$44.0K$38.4K-$5.6K2026-10-29
Blue Trust, Inc.
DECREASED5171,535-1,018-66%$108.8K$32.9K-$75.9K2026-10-15
Root Financial Partners, LLC
NEW447—+447——$28.5K—2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED40740700%$28.8K$25.9K-$2.9K2026-11-05
Signaturefd, LLC
INCREASED392221+171+77%$15.7K$25.0K+$9.3K2026-10-23
Provenance Wealth Advisors, LLC
NEW363—+363——$23.1K—2026-10-30
Heritage Family Offices, LLP
NEW349—+349——$22.2K—2026-11-02
TD Waterhouse Canada Inc.
NEW340—+340——$22.0K—2026-10-16
True Wealth Design, LLC
DECREASED313316-3-1%$22.4K$19.9K-$2.5K2026-10-13
Elevation Wealth Partners, LLC
INCREASED287174+113+65%$12.3K$18.3K+$6.0K2026-10-07
Parallel Advisors, LLC
INCREASED273144+129+90%$10.2K$17.4K+$7.2K2026-11-03
Washington Trust Advisors, Inc.
INCREASED250185+65+35%$13.1K$15.9K+$2.8K2026-10-22
Entrust Financial LLC
UNCHANGED18318300%$13.0K$11.7K-$1.3K2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED171191-20-10%$13.5K$10.9K-$2.6K2026-10-05
Elyxium Wealth, LLC
NEW165—+165——$10.5K—2026-10-27
Pension & Wealth Management Advisors, Inc.
NEW156—+156——$9.9K—2026-10-16
Bayforest Capital Ltd
NEW155—+155——$9.9K—2026-11-03
Bare Financial Services, Inc
INCREASED152103+49+48%$7.3K$9.7K+$2.4K2026-11-04
Clearstead Advisors, LLC
DECREASED144415-271-65%$29.4K$9.2K-$20.2K2026-11-06
Clearstead Trust, LLC
INCREASED129101+28+28%$7.2K$8.2K+$1.1K2026-11-06
Parkside Financial Bank & Trust
DECREASED123309-186-60%$21.9K$7.8K-$14.1K2026-10-27
Capital Advisors, Ltd. LLC
INCREASED10052+48+92%$4$6+$22026-10-27
Birch Financial Group, LLC
NEW98—+98——$6.2K—2026-10-27
Fortitude Family Office, LLC
INCREASED9792+5+5%$6.5K$6.2K-$3402026-10-14
Mather Group, Llc.
INCREASED9376+17+22%$5.4K$5.9K+$5392026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED656500%$4.6K$4.1K-$4662026-10-20
Strategic Advocates LLC
UNCHANGED505000%$3.5K$3.2K-$3582026-11-03
Wolff Wiese Magana LLC
UNCHANGED494900%$3.5K$3.1K-$3512026-10-15
Farmers & Merchants Investments Inc
INCREASED4827+21+78%$1.9K$3.1K+$1.1K2026-10-22
Bell Investment Advisors, Inc
DECREASED4560-15-25%$4.3K$2.9K-$1.4K2026-10-29
Bokf, NA
NEW39—+39——$2.5K—2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED313100%$2.2K$2.0K-$2222026-11-03
Private Wealth Management Group, LLC
UNCHANGED272700%$1.9K$1.7K-$1932026-10-19
First Horizon Corp
UNCHANGED272700%$1.9K$1.7K-$1942026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED262600%$1.8K$1.7K-$1862026-11-05
Cape Investment Advisory, Inc.
UNCHANGED242400%$1.7K$1.5K-$1722026-10-13
Noble Wealth Management PBC
INCREASED2016+4+25%$1.1K$1.3K+$1402026-10-01
Cromwell Holdings LLC
INCREASED1713+4+31%$921$1.1K+$1622026-10-28
Avion Wealth
INCREASED168+8+100%$0$1+$12026-11-04
Jacobi Capital Management LLC
NEW15—+15——$956—2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED1510+5+50%$709$956+$2472026-10-29
WPG Advisers, LLC
DECREASED1428-14-50%$2.0K$892-$1.1K2026-10-27
CoreCap Advisors, LLC
DECREASED13165-152-92%$11.7K$828-$10.9K2026-10-08
Cedar Mountain Advisors, LLC
INCREASED1310+3+30%$709$828+$1192026-10-15
Highline Wealth Partners LLC
NEW12—+12——$765—2026-10-19
CX Institutional
UNCHANGED121200%$1$1$02026-10-02
Spire Wealth Management
UNCHANGED111100%$780$701-$792026-10-30
GoalVest Advisory LLC
NEW10—+10——$637—2026-10-02
Gilpin Wealth Management, LLC
DECREASED1011-1-9%$780$638-$1422026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED8800%$568$510-$582026-10-20
UMB Private Wealth Management, LLC
NEW6—+6——$382—2026-10-19
Ascentis Wealth Management, LLC
NEW5—+5——$318—2026-11-03
MV Capital Management, Inc.
DECREASED56-1-17%$426$319-$1072026-10-29
Proathlete Wealth Management LLC
NEW4—+4——$254—2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED4400%$284$255-$292026-10-16
American Capital Advisory, LLC
UNCHANGED3300%$213$192-$212026-10-28
Davis Capital Management
UNCHANGED3300%$213$191-$222026-10-08
James T. Borello RIA
DECREASED23-1-33%$213$127-$862026-10-16
Signature Resources Capital Management, LLC
NEW1—+1——$64—2026-10-16
Activest Wealth Management
DECREASED121-20-95%$1.5K$64-$1.4K2026-10-15
Hughes Financial Services, LLC
DECREASED16-5-83%$425$67-$3582026-10-30
DecisionPoint Financial, LLC
UNCHANGED1100%$74$65-$92026-10-27
Conestoga Capital Advisors, LLC
CLOSED0444,997-444,997-100%$31.5M$0-$31.5M2026-11-02
Premier Fund Managers Ltd
CLOSED072,667-72,667-100%$5.2M$0-$5.2M2026-11-02
Norden Group LLC
CLOSED07,253-7,253-100%$514.1K$0-$514.1K2026-10-20
Commonwealth Equity Services, LLC
CLOSED04,003-4,003-100%$283.7K$0-$283.7K2026-11-02
Wedmont Private Capital
CLOSED03,590-3,590-100%$263.2K$0-$263.2K2026-10-09
Integrated Advisors Network LLC
CLOSED03,358-3,358-100%$238.0K$0-$238.0K2026-10-20
Simplicity Wealth,LLC
CLOSED03,216-3,216-100%$228.0K$0-$228.0K2026-10-23
Inspire Investing, LLC
CLOSED03,186-3,186-100%$225.8K$0-$225.8K2026-10-22
Perpetual Ltd
CLOSED03,043-3,043-100%$215.7K$0-$215.7K2026-10-13
Facet Wealth, Inc.
CLOSED03,008-3,008-100%$213.2K$0-$213.2K2026-11-04
TSA Wealth Managment LLC
CLOSED03,000-3,000-100%$212.6K$0-$212.6K2026-10-22
CIBC Asset Management Inc
CLOSED02,981-2,981-100%$211.3K$0-$211.3K2026-11-05
Hilltop National Bank
CLOSED01,304-1,304-100%$92.4K$0-$92.4K2026-10-14
Daiwa Securities Group Inc.
CLOSED0355-355-100%$25.2K$0-$25.2K2026-10-29
Institute for Wealth Management, Llc.
CLOSED0253-253-100%$17.9K$0-$17.9K2026-11-06
Private Trust Co NA
CLOSED080-80-100%$5.7K$0-$5.7K2026-10-20
AdvisorNet Financial, Inc
CLOSED043-43-100%$3.0K$0-$3.0K2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED018-18-100%$1.3K$0-$1.3K2026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED016-16-100%$1.1K$0-$1.1K2026-10-07
Cornerstone Planning Group LLC
CLOSED012-12-100%$864$0-$8642026-10-16
Evolution Advisers, Inc.
CLOSED08-8-100%$0$0$02026-11-06
Creative Capital Management Investments LLC
CLOSED07-7-100%$496$0-$4962026-10-28
Stone House Investment Management, LLC
CLOSED05-5-100%$354$0-$3542026-10-23
BlackRock, Inc.
N/A—6,381,452-6,381,452-100%$452.3M———
AQR Capital Management LLC
N/A—3,084,745-3,084,745-100%$218.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,879,905-2,879,905-100%$204.1M———
Vanguard Portfolio Management LLC
N/A—2,669,590-2,669,590-100%$189.2M———
Abrams Bison Investments, LLC
N/A—2,393,249-2,393,249-100%$169.6M———
Vanguard Capital Management LLC
N/A—2,385,503-2,385,503-100%$169.1M———
State Street Corp
N/A—1,786,355-1,786,355-100%$126.6M———
Goldman Sachs Group Inc
N/A—1,500,862-1,500,862-100%$106.4M———
Neuberger Berman Group LLC
N/A—1,448,078-1,448,078-100%$102.6M———
Morgan Stanley
N/A—1,440,461-1,440,461-100%$102.1M———
Bank of Montreal
N/A—1,326,824-1,326,824-100%$94.0M———
Fuller & Thaler Asset Management, Inc.
N/A—1,227,000-1,227,000-100%$87.0M———
Two Sigma Investments, LP
N/A—1,144,465-1,144,465-100%$81.1M———
Giverny Capital Inc.
N/A—1,080,793-1,080,793-100%$76.6M———
Bamco Inc
N/A—1,055,150-1,055,150-100%$74.8M———
Point72 Asset Management, L.P.
N/A—920,382-920,382-100%$65.2M———
JPMorgan Chase & Co
N/A—803,127-803,127-100%$57.1M———
UBS Group AG
N/A—755,359-755,359-100%$53.5M———
Charles Schwab Investment Management Inc
N/A—713,541-713,541-100%$50.6M———
Jupiter Topco LLC
N/A—699,215-699,215-100%$49.6M———
FMR LLC
N/A—638,901-638,901-100%$45.3M———
Geneva Capital Management LLC
N/A—603,358-603,358-100%$42.8M———
Stephens Investment Management Group LLC
N/A—596,653-596,653-100%$42.3M———
Wells Fargo & Company
N/A—594,175-594,175-100%$42.1M———
Norges Bank
N/A—481,523-481,523-100%$34.1M———
D. E. Shaw & Co., Inc.
N/A—454,593-454,593-100%$32.2M———
Brown Advisory Inc
N/A—417,759-417,759-100%$29.6M———
Northern Trust Corp
N/A—403,878-403,878-100%$28.6M———
Raymond James Financial Inc
N/A—344,157-344,157-100%$24.4M———
Vanguard Fiduciary Trust Co
N/A—333,027-333,027-100%$23.6M———
Nuveen, LLC
N/A—300,072-300,072-100%$21.3M———
Citadel Advisors LLC
N/A—291,904-291,904-100%$20.7M———
Algert Global LLC
N/A—265,599-265,599-100%$18.8M———
Envestnet Asset Management Inc
N/A—240,815-240,815-100%$17.1M———
Bank of America Corp
N/A—238,338-238,338-100%$16.9M———
New York State Common Retirement Fund
N/A—199,776-199,776-100%$14.2M———
Millennium Management LLC
N/A—184,789-184,789-100%$13.1M———
Public Sector Pension Investment Board
N/A—180,740-180,740-100%$12.8M———
Invesco Ltd.
N/A—177,953-177,953-100%$12.6M———
UBS Asset Management Americas LLC
N/A—177,589-177,589-100%$12.6M———
LOS Angeles Capital Management LLC
N/A—177,292-177,292-100%$12.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—166,188-166,188-100%$11.8M———
Royal Bank of Canada
N/A—159,863-159,863-100%$11.3M———
Man Group plc
N/A—159,165-159,165-100%$11.3M———
SEI Investments Co
N/A—157,797-157,797-100%$11.2M———
Balyasny Asset Management L.P.
N/A—157,594-157,594-100%$11.2M———
Quantinno Capital Management LP
N/A—157,036-157,036-100%$11.1M———
Nordea Investment Management AB
N/A—137,128-137,128-100%$9.7M———
Capital World Investors
N/A—132,267-132,267-100%$9.4M———
Mayar Capital Ltd.
N/A—125,234-125,234-100%$8.9M———
Holocene Advisors, LP
N/A—124,994-124,994-100%$8.9M———
Massachusetts Financial Services Co
N/A—122,115-122,115-100%$8.7M———
Legal & General Group Plc
N/A—121,621-121,621-100%$8.6M———
Palisade Capital Management, LP
N/A—121,268-121,268-100%$8.6M———
XTX Topco Ltd
N/A—121,049-121,049-100%$8.6M———
Gotham Asset Management, LLC
N/A—117,745-117,745-100%$8.3M———
Stifel Financial Corp
N/A—116,277-116,277-100%$8.2M———
Ameriprise Financial Inc
N/A—114,546-114,546-100%$8.1M———
Swiss National Bank
N/A—110,679-110,679-100%$7.8M———
Rhumbline Advisers
N/A—101,315-101,315-100%$7.2M———
IEQ Capital, LLC
N/A—100,844-100,844-100%$7.1M———
Needham Investment Management LLC
N/A—90,000-90,000-100%$6.4M———
HRT Financial LP
N/A—89,353-89,353-100%$6.3M———
California Public Employees Retirement System
N/A—88,059-88,059-100%$6.2M———
Canada Pension Plan Investment Board
N/A—80,200-80,200-100%$5.7M———
Alpine Peaks Capital, LP
N/A—77,539-77,539-100%$5.5M———
Mariner, LLC
N/A—73,873-73,873-100%$5.2M———
Susquehanna International Group, LLP
N/A—67,413-67,413-100%$4.8M———
Cerity Partners LLC
N/A—67,411-67,411-100%$4.8M———
California State Teachers Retirement System
N/A—64,885-64,885-100%$4.6M———
Applied Fundamental Research, LLC
N/A—60,370-60,370-100%$4.3M———
Price T Rowe Associates Inc
N/A—58,390-58,390-100%$4.1M———
Bank of Nova Scotia
N/A—56,401-56,401-100%$4.0M———
Vanguard Asset Management, Ltd
N/A—56,329-56,329-100%$4.0M———
Monimus Capital Management, LP
N/A—54,740-54,740-100%$3.9M———
Trillium Asset Management, LLC
N/A—54,372-54,372-100%$3.9M———
American Century Companies Inc
N/A—51,405-51,405-100%$3.6M———
State Board of Administration of Florida Retirement System
N/A—48,877-48,877-100%$3.5M———
Prudential Financial Inc
N/A—47,856-47,856-100%$3.4M———
Janney Montgomery Scott LLC
N/A—45,030-45,030-100%$3.2M———
Squarepoint Ops LLC
N/A—44,970-44,970-100%$3.2M———
Aquatic Capital Management LLC
N/A—43,636-43,636-100%$3.1M———
Ossiam
N/A—43,086-43,086-100%$3.1M———
Canada Life Assurance Co
N/A—43,033-43,033-100%$3.1M———
HighTower Advisors, LLC
N/A—38,423-38,423-100%$2.7M———
Neo Ivy Capital Management
N/A—37,243-37,243-100%$2.6M———
Blueshift Asset Management, LLC
N/A—35,539-35,539-100%$2.5M———
Vestmark Advisory Solutions, Inc.
N/A—35,289-35,289-100%$2.5M———
First Trust Advisors LP
N/A—34,379-34,379-100%$2.4M———
Teacher Retirement System of Texas
N/A—33,541-33,541-100%$2.4M———
Mercer Global Advisors Inc
N/A—31,784-31,784-100%$2.3M———
NewEdge Wealth, LLC
N/A—31,626-31,626-100%$2.2M———
Quadrature Capital Ltd
N/A—31,496-31,496-100%$2.2M———
Hillsdale Investment Management Inc.
N/A—29,060-29,060-100%$2.1M———
Beaird Harris Wealth Management, LLC
N/A—28,633-28,633-100%$2.0M———
Paralel Advisors LLC
N/A—28,085-28,085-100%$2.0M———
Aurora Investment Counsel
N/A—27,709-27,709-100%$2.0M———
Alliancebernstein L.P.
N/A—27,226-27,226-100%$2.2M———
Trexquant Investment LP
N/A—26,576-26,576-100%$1.9M———
Impax Asset Management Group plc
N/A—25,408-25,408-100%$1.8M———
Future Fund LLC
N/A—24,850-24,850-100%$1.8M———
Police & Firemen's Retirement System of New Jersey
N/A—24,202-24,202-100%$1.7M———
ExodusPoint Capital Management, LP
N/A—24,200-24,200-100%$1.7M———
Boston Partners
N/A—23,974-23,974-100%$1.7M———
One Capital Management, LLC
N/A—23,923-23,923-100%$2.0M———
Winton Group Ltd
N/A—23,700-23,700-100%$1.7M———
Vanguard Global Advisers, LLC
N/A—23,560-23,560-100%$1.7M———
State of Wisconsin Investment Board
N/A—22,552-22,552-100%$1.6M———
Treasurer of the State of North Carolina
N/A—22,315-22,315-100%$1.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—22,290-22,290-100%$1.6M———
Captrust Financial Advisors
N/A—22,168-22,168-100%$1.6M———
BNP Paribas Financial Markets
N/A—20,803-20,803-100%$1.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—20,358-20,358-100%$1.4M———
Northwest & Ethical Investments L.P.
N/A—20,319-20,319-100%$1.4M———
Allstate Corp
N/A—19,624-19,624-100%$1.4M———
SG Americas Securities, LLC
N/A—19,067-19,067-100%$1.4M———
Marshall Wace, LLP
N/A—18,842-18,842-100%$1.3M———
Numerai GP LLC
N/A—18,711-18,711-100%$1.3M———
Landscape Capital Management, L.L.C.
N/A—18,345-18,345-100%$1.3M———
Handelsbanken Fonder AB
N/A—17,644-17,644-100%$1.3M———
Sanctuary Advisors, LLC
N/A—17,439-17,439-100%$1.2M———
State of Tennessee, Department of Treasury
N/A—17,421-17,421-100%$1.2M———
Cetera Investment Advisers
N/A—17,261-17,261-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—17,233-17,233-100%$1.2M———
Manufacturers Life Insurance Company, the
N/A—17,085-17,085-100%$1.2M———
Triodos Investment Management BV
N/A—17,000-17,000-100%$1.2M———
Erste Asset Management GmbH
N/A—16,833-16,833-100%$1.2M———
FOX RUN Management, L.L.C.
N/A—16,743-16,743-100%$1.2M———
Victory Capital Management Inc
N/A—16,064-16,064-100%$1.1M———
Public Employees Retirement System of Ohio
N/A—15,510-15,510-100%$1.1M———
Freestone Grove Partners LP
N/A—15,344-15,344-100%$1.1M———
Vanguard Investments Australia, Ltd.
N/A—14,099-14,099-100%$999.3K———
Focus Partners Wealth
N/A—13,955-13,955-100%$989.1K———
Teachers Retirement System of the State of Kentucky
N/A—13,712-13,712-100%$972.0K———
&partners
N/A—12,522-12,522-100%$887.6K———
KLP Kapitalforvaltning AS
N/A—12,500-12,500-100%$886.0K———
Jump Financial, LLC
N/A—11,972-11,972-100%$848.6K———
Arax Advisory Partners
N/A—11,783-11,783-100%$835.2K———
Varcov Co.
N/A—11,708-11,708-100%$829.9K———
Summit Trail Advisors, LLC
N/A—11,411-11,411-100%$808.8K———
Sivia Capital Partners, LLC
N/A—10,770-10,770-100%$763.4K———
Pathstone Holdings, LLC
N/A—10,684-10,684-100%$757.2K———
HSBC Holdings PLC
N/A—10,482-10,482-100%$746.1K———
CSS LLC
N/A—10,420-10,420-100%$738.6K———
Dynasty Wealth Management, LLC
N/A—9,813-9,813-100%$695.5K———
Lazard Asset Management LLC
N/A—9,087-9,087-100%$644.1K———
Glenmede Trust Co NA
N/A—7,977-7,977-100%$565.4K———
Callan Family Office, LLC
N/A—7,499-7,499-100%$531.5K———
Rothschild Investment LLC
N/A—6,789-6,789-100%$481.2K———
Oxford Asset Management LLP
N/A—6,355-6,355-100%$450.4K———
Jones Financial Companies Lllp
N/A—6,339-6,339-100%$444.6K———
Capstone Investment Advisors, LLC
N/A—6,124-6,124-100%$434.1K———
Pallas Capital Advisors LLC
N/A—6,009-6,009-100%$425.9K———
Foresight Group Ltd Liability Partnership
N/A—5,997-5,997-100%$427.0K———
Vanguard Personalized Indexing Management, LLC
N/A—5,932-5,932-100%$420.5K———
Atlas Capital Advisors Inc.
N/A—5,853-5,853-100%$414.9K———
Banque Transatlantique SA
N/A—5,850-5,850-100%$414.6K———
Public Employees Retirement Association of Colorado
N/A—5,700-5,700-100%$404.0K———
Boothbay Fund Management, LLC
N/A—5,674-5,674-100%$402.2K———
Blackstone Inc.
N/A—5,371-5,371-100%$380.7K———
Focus Partners Advisor Solutions, LLC
N/A—5,351-5,351-100%$379.3K———
Schonfeld Strategic Advisors LLC
N/A—5,325-5,325-100%$377.4K———
Empowered Funds, LLC
N/A—5,139-5,139-100%$364.3K———
BNP Paribas Asset Management Holding S.A.
N/A—5,024-5,024-100%$356.1K———
MML Investors Services, LLC
N/A—4,672-4,672-100%$331.2K———
Tidal Investments LLC
N/A—4,549-4,549-100%$322.4K———
Integrated Wealth Concepts LLC
N/A—4,536-4,536-100%$321.5K———
Evolve Private Wealth, LLC
N/A—4,313-4,313-100%$305.7K———
MAI Capital Management
N/A—4,274-4,274-100%$302.9K———
Proficio Capital Partners LLC
N/A—4,260-4,260-100%$301.9K———
Waddell & Associates, LLC
N/A—4,259-4,259-100%$301.9K———
Summitry LLC
N/A—4,247-4,247-100%$301.0K———
SummitTX Capital, L.P.
N/A—4,127-4,127-100%$292.5K———
Voya Investment Management LLC
N/A—4,010-4,010-100%$284.2K———
Bull Harbor Capital LLC
N/A—3,952-3,952-100%$280.1K———
Proffitt & Goodson Inc
N/A—3,848-3,848-100%$272.7K———
Aster Capital Management (Difc) Ltd
N/A—3,847-3,847-100%$272.7K———
Bayesian Capital Management, LP
N/A—3,751-3,751-100%$265.9K———
Optiver Holding B.V.
N/A—3,692-3,692-100%$261.7K———
Ensign Peak Advisors, Inc
N/A—3,668-3,668-100%$260.0K———
Drive Wealth Management, LLC
N/A—3,413-3,413-100%$241.9K———
NewEdge Advisors, LLC
N/A—3,324-3,324-100%$235.6K———
Connable Office Inc
N/A—3,313-3,313-100%$234.8K———
Dynamic Technology Lab Private Ltd
N/A—3,295-3,295-100%$234.0K———
Catalyst Funds Management Pty Ltd
N/A—3,248-3,248-100%$230.2K———
Claret Asset Management Corp
N/A—3,183-3,183-100%$226.0K———
Kera Capital Partners, Inc.
N/A—3,102-3,102-100%$219.9K———
West Family Investments, Inc.
N/A—3,051-3,051-100%$216.3K———
Westpac Banking Corp
N/A—3,043-3,043-100%$215.7K———
Bridgewater Associates, LP
N/A—2,971-2,971-100%$210.6K———
Virtus Advisers, LLC
N/A—2,741-2,741-100%$194.3K———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,152-2,152-100%$152.5K———
Osaic Holdings, Inc.
N/A—2,094-2,094-100%$148.4K———
Rockefeller Capital Management L.P.
N/A—1,523-1,523-100%$108.0K———
Tower Research Capital LLC (TRC)
N/A—1,425-1,425-100%$101.0K———
Global Retirement Partners, LLC
N/A—1,226-1,226-100%$86.9K———
Hantz Financial Services, Inc.
N/A—1,195-1,195-100%$85.0K———
Brown Brothers Harriman & Co
N/A—948-948-100%$67.2K———
Federation des caisses Desjardins du Quebec
N/A—934-934-100%$66.2K———
Acadian Asset Management LLC
N/A—864-864-100%$61.0K———
MetLife Investment Management, LLC
N/A—855-855-100%$60.6K———
Anchor Investment Management, LLC
N/A—529-529-100%$37.5K———
HM Payson & Co
N/A—509-509-100%$36.1K———
Penserra Capital Management LLC
N/A—506-506-100%$35———
Whittier Trust Co of Nevada Inc
N/A—486-486-100%$37.2K———
Huntington National Bank
N/A—460-460-100%$32.6K———
Whittier Trust Co
N/A—364-364-100%$27.6K———
Steward Partners Investment Advisory, LLC
N/A—341-341-100%$24.2K———
Banque Cantonale Vaudoise
N/A—258-258-100%$18.0K———
Quent Capital, LLC
N/A—216-216-100%$15.3K———
Harbour Investments, Inc.
N/A—214-214-100%$15.2K———
Bessemer Group Inc
N/A—154-154-100%$11———
Smartleaf Asset Management LLC
N/A—106-106-100%$7.5K———
JPL Wealth Management, LLC
N/A—90-90-100%$6.4K———
Basecamp Wealth Advisors LLC
N/A—71-71-100%$5.0K———
BFC Planning, Inc.
N/A—58-58-100%$4.1K———
Millstone Evans Group, LLC
N/A—58-58-100%$4.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—58-58-100%$4.1K———
Fiduciary Financial Advisors
N/A—37-37-100%$2.4K———
Bogart Wealth, LLC
N/A—34-34-100%$2.4K———
Northwestern Mutual Wealth Management Co
N/A—30-30-100%$2.1K———
Steigerwald, Gordon & Koch Inc.
N/A—29-29-100%$2.1K———
Continuum Advisory, LLC
N/A—28-28-100%$2.0K———
CVA Family Office, LLC
N/A—27-27-100%$1.9K———
GW&K Investment Management, LLC
N/A—18-18-100%$1———
Ankerstar Wealth, LLC
N/A—15-15-100%$1.1K———
Kilter Group LLC
N/A—13-13-100%$922———
Federated Hermes, Inc.
N/A—11-11-100%$780———
Park Place Capital Corp
N/A—10-10-100%$709———
Ameriflex Group, Inc.
N/A—8-8-100%$567———
Cornerstone Financial Management LLC
N/A—8-8-100%$567———
Horizon Investments, LLC
N/A—8-8-100%$572———
Rialto Wealth Management, LLC
N/A—8-8-100%$568———
HFM Investment Advisors, LLC
N/A—5-5-100%$355———
Keating Financial Advisory Services, Inc.
N/A—5-5-100%$354———
SHP Wealth Management
N/A—4-4-100%$284———
Raffa Wealth Management, LLC
N/A—4-4-100%$284———
Bruce G. Allen Investments, LLC
N/A—3-3-100%$213———
LRI Investments, LLC
N/A—2-2-100%$142———
Quarry LP
N/A—2-2-100%$142———
Colonial Trust Co / SC
N/A—1-1-100%$91———
Showing 422 of 422 institutions