Cbiz Inc (CBZ)

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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Creative Planning

INCREASED

Shares197,355 from 195,084

Change+2,271 (+1%)

Value$10.8M (+$4.5M)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares188,949 from 188,621

Change+328 (+0%)

Value$10.3M (+$4.3M)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares171,262 from 27,103

Change+144,159 (+532%)

Value$9.4M (+$8.5M)

Filed 2026-11-04

Principal Financial Group Inc

NEW

Shares124,515

Change+124,515

Value$6.8M

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

DECREASED

Shares96,537 from 213,598

Change-117,061 (-55%)

Value$5.3M (-$2.0M)

Filed 2026-11-04

Tokio Marine Asset Management Co LTD

NEW

Shares87,200

Change+87,200

Value$4.8M

Filed 2026-10-26

New York Life Investment Management LLC

NEW

Shares83,288

Change+83,288

Value$4.6M

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares83,100 from 116,044

Change-32,944 (-28%)

Value$4.6M (+$168.6K)

Filed 2026-10-13

Woodard & Co Asset Management Group Inc

UNCHANGED

Shares57,645 from 57,645

Change0 (0%)

Value$3.2M (+$1.3M)

Filed 2026-11-03

Summit Creek Advisors LLC

DECREASED

Shares45,133 from 123,551

Change-78,418 (-63%)

Value$2.5M (-$1.5M)

Filed 2026-11-03

Transmarket Holdings LP

NEW

Shares34,897

Change+34,897

Value$1.9M

Filed 2026-10-27

Commonwealth Equity Services, LLC

INCREASED

Shares23,271 from 22,201

Change+1,070 (+5%)

Value$1.3M (+$560.5K)

Filed 2026-11-02

Schneider Downs Wealth Management Advisors, LP

DECREASED

Shares22,615 from 23,315

Change-700 (-3%)

Value$1.2M (+$488.9K)

Filed 2026-10-27

State of New Jersey Common Pension Fund D

NEW

Shares21,321

Change+21,321

Value$1.2M

Filed 2026-11-05

Elevation Point Wealth Partners, LLC

DECREASED

Shares19,624 from 23,059

Change-3,435 (-15%)

Value$1.1M (+$333.5K)

Filed 2026-11-05

Letson Investment Management, Inc.

UNCHANGED

Shares16,020 from 16,020

Change0 (0%)

Value$876.1K (+$362.2K)

Filed 2026-11-05

Mogy Joel R Investment Counsel Inc

NEW

Shares15,952

Change+15,952

Value$872.4K

Filed 2026-10-13

Dimensional Fund Advisors LP

DECREASED

Shares14,796 from 546,915

Change-532,119 (-97%)

Value$809.2K (-$16.7M)

Filed 2026-11-04

Arizona State Retirement System

DECREASED

Shares14,354 from 14,369

Change-15 (0%)

Value$785.0K (+$324.1K)

Filed 2026-11-03

Dodds Wealth, LLC

UNCHANGED

Shares13,542 from 13,542

Change0 (0%)

Value$740.6K (+$306.2K)

Filed 2026-11-02

Strs Ohio

INCREASED

Shares13,300 from 9,600

Change+3,700 (+39%)

Value$727.4K (+$419.4K)

Filed 2026-10-30

ProShare Advisors LLC

INCREASED

Shares12,830 from 6,444

Change+6,386 (+99%)

Value$701.7K (+$494.9K)

Filed 2026-10-29

Quadrant Capital Group LLC

UNCHANGED

Shares12,093 from 12,093

Change0 (0%)

Value$662.3K (+$274.4K)

Filed 2026-10-20

Inspire Investing, LLC

DECREASED

Shares11,613 from 21,026

Change-9,413 (-45%)

Value$635.1K (-$39.4K)

Filed 2026-10-22

Norden Group LLC

INCREASED

Shares11,452 from 10,625

Change+827 (+8%)

Value$626.3K (+$285.5K)

Filed 2026-10-20

Oakmont Investment Advisors, Inc.

NEW

Shares11,080

Change+11,080

Value$606.0K

Filed 2026-10-21

Evergreen Capital Management LLC

UNCHANGED

Shares10,012 from 10,012

Change0 (0%)

Value$547.6K (+$226.4K)

Filed 2026-10-23

Simplex Trading, LLC

INCREASED

Shares9,457 from 6,886

Change+2,571 (+37%)

Value$517.2K (+$296.3K)

Filed 2026-11-04

Valtinson Bruner Financial Planning LLC

DECREASED

Shares8,277 from 8,517

Change-240 (-3%)

Value$452.7K (+$179.4K)

Filed 2026-11-02

Clear Wave Wealth Management LLC

UNCHANGED

Shares8,133 from 8,133

Change0 (0%)

Value$444.8K (+$183.9K)

Filed 2026-11-04

Helium Advisors LLC

DECREASED

Shares8,100 from 14,300

Change-6,200 (-43%)

Value$443.0K (-$15.8K)

Filed 2026-10-23

Pictet Asset Management Holding SA

UNCHANGED

Shares8,047 from 8,047

Change0 (0%)

Value$440.1K (+$181.9K)

Filed 2026-11-03

Larson Financial Group LLC

INCREASED

Shares7,707 from 7,190

Change+517 (+7%)

Value$421.5K (+$190.8K)

Filed 2026-11-05

Praxis Investment Management Inc

UNCHANGED

Shares7,686 from 7,686

Change0 (0%)

Value$420.0K (+$173.0K)

Filed 2026-11-03

Vise Technologies, Inc.

INCREASED

Shares7,364 from 7,177

Change+187 (+3%)

Value$402.7K (+$172.5K)

Filed 2026-10-29

Wolverine Asset Management LLC

NEW

Shares7,114

Change+7,114

Value$389.1K

Filed 2026-11-02

Inscription Capital, LLC

DECREASED

Shares6,334 from 6,517

Change-183 (-3%)

Value$346.4K (+$137.3K)

Filed 2026-11-02

MGO One Seven LLC

NEW

Shares5,403

Change+5,403

Value$295.5K

Filed 2026-10-28

Argos Wealth Advisors, LLC

NEW

Shares5,388

Change+5,388

Value$294.7K

Filed 2026-11-02

Xponance LLC

NEW

Shares4,650

Change+4,650

Value$254.3K

Filed 2026-11-03

Ifrah Financial Services, Inc.

NEW

Shares4,613

Change+4,613

Value$252.3K

Filed 2026-10-13

Revolve Wealth Partners, LLC

NEW

Shares4,260

Change+4,260

Value$233.0K

Filed 2026-10-23

Laurel OAK Wealth Management, LLC

NEW

Shares4,217

Change+4,217

Value$230.6K

Filed 2026-10-19

Ethic Inc.

NEW

Shares4,116

Change+4,116

Value$225.1K

Filed 2026-11-03

Rockwood Wealth Management, LLC

NEW

Shares4,010

Change+4,010

Value$219.3K

Filed 2026-10-27

Fifth Third Bancorp

DECREASED

Shares3,588 from 6,332

Change-2,744 (-43%)

Value$196.2K (-$6.9K)

Filed 2026-11-05

Versant Capital Management, Inc

DECREASED

Shares3,486 from 3,495

Change-9 (0%)

Value$190.6K (+$78.5K)

Filed 2026-10-02

FNY Investment Advisers, LLC

NEW

Shares3,000

Change+3,000

Value$164.0K

Filed 2026-10-16

Signaturefd, LLC

INCREASED

Shares2,652 from 2,541

Change+111 (+4%)

Value$145.0K (+$63.5K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

INCREASED

Shares2,629 from 2,330

Change+299 (+13%)

Value$143.8K (+$69.0K)

Filed 2026-10-20

US Bancorp \de\

INCREASED

Shares2,088 from 2,071

Change+17 (+1%)

Value$114.2K (+$47.8K)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares2,027 from 1,916

Change+111 (+6%)

Value$110.9K (+$49.4K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares1,875 from 2,294

Change-419 (-18%)

Value$102.5K (+$29.0K)

Filed 2026-11-04

Covestor Ltd

DECREASED

Shares1,746 from 1,959

Change-213 (-11%)

Value$95.0K (+$32.0K)

Filed 2026-10-30

State of Alaska, Department of Revenue

DECREASED

Shares1,709 from 3,540

Change-1,831 (-52%)

Value$93.0K (-$20.0K)

Filed 2026-10-15

Trust Co of Vermont

UNCHANGED

Shares1,650 from 1,650

Change0 (0%)

Value$90.2K (+$37.3K)

Filed 2026-10-21

KBC Group NV

UNCHANGED

Shares1,611 from 1,611

Change0 (0%)

Value$88.0K (+$36.0K)

Filed 2026-10-22

Montgomery Financial Services LLC

UNCHANGED

Shares1,492 from 1,492

Change0 (0%)

Value$81.6K (+$33.7K)

Filed 2026-11-03

Sterling Capital Management LLC

DECREASED

Shares964 from 992

Change-28 (-3%)

Value$52.7K (+$20.9K)

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares913 from 959

Change-46 (-5%)

Value$49.9K (+$19.0K)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares557 from 488

Change+69 (+14%)

Value$30.5K (+$14.8K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares514 from 514

Change0 (0%)

Value$28.1K (+$11.6K)

Filed 2026-10-27

Trust Co

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$27.3K (+$11.3K)

Filed 2026-10-09

North Point Portfolio Managers Corp

NEW

Shares485

Change+485

Value$26.5K

Filed 2026-10-07

Owl Creek Wealth Partners LLC

UNCHANGED

Shares390 from 390

Change0 (0%)

Value$21.3K (+$8.8K)

Filed 2026-10-20

Nvest Wealth Strategies, Inc.

UNCHANGED

Shares325 from 325

Change0 (0%)

Value$17.8K (+$7.3K)

Filed 2026-10-14

Parkside Financial Bank & Trust

DECREASED

Shares314 from 1,629

Change-1,315 (-81%)

Value$17.2K (-$35.1K)

Filed 2026-10-27

Harbor Capital Advisors, Inc.

DECREASED

Shares258 from 346

Change-88 (-25%)

Value$14.0K (+$3.0K)

Filed 2026-10-22

Provenance Wealth Advisors, LLC

NEW

Shares216

Change+216

Value$11.8K

Filed 2026-10-30

TD Waterhouse Canada Inc.

NEW

Shares200

Change+200

Value$11.0K

Filed 2026-10-16

Bare Financial Services, Inc

UNCHANGED

Shares186 from 186

Change0 (0%)

Value$10.2K (+$4.2K)

Filed 2026-11-04

Private Wealth Management Group, LLC

DECREASED

Shares155 from 168

Change-13 (-8%)

Value$8.5K (+$3.1K)

Filed 2026-10-19

Essential Partners LLC

DECREASED

Shares152 from 370

Change-218 (-59%)

Value$8.3K (-$3.6K)

Filed 2026-10-14

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$7.9K (+$3.3K)

Filed 2026-11-05

Avion Wealth

UNCHANGED

Shares113 from 113

Change0 (0%)

Value$6 (+$3)

Filed 2026-11-04

Central Trust Co

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$5.9K (+$2.4K)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

DECREASED

Shares90 from 97

Change-7 (-7%)

Value$4.9K (+$1.8K)

Filed 2026-11-05

Bell Investment Advisors, Inc

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$4.1K (+$1.7K)

Filed 2026-10-29

SJS Investment Consulting Inc.

INCREASED

Shares61 from 55

Change+6 (+11%)

Value$3.3K (+$1.6K)

Filed 2026-10-26

SBI Securities Co., Ltd.

INCREASED

Shares57 from 5

Change+52 (+1040%)

Value$3.1K (+$3.0K)

Filed 2026-10-22

Root Financial Partners, LLC

NEW

Shares56

Change+56

Value$3.1K

Filed 2026-10-21

True Wealth Design, LLC

DECREASED

Shares56 from 114

Change-58 (-51%)

Value$3.1K (-$595)

Filed 2026-10-13

Bayforest Capital Ltd

NEW

Shares40

Change+40

Value$2.2K

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$1.9K (+$791)

Filed 2026-10-08

Blue Trust, Inc.

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$1.7K (+$701)

Filed 2026-10-15

Torren Management, LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.3K (+$543)

Filed 2026-10-29

Manchester Capital Management LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.2K (+$498)

Filed 2026-10-22

Burk Holdings LLC

NEW

Shares17

Change+17

Value$930

Filed 2026-11-05

Hughes Financial Services, LLC

INCREASED

Shares10 from 8

Change+2 (+25%)

Value$550 (+$293)

Filed 2026-10-30

Ascentis Wealth Management, LLC

NEW

Shares9

Change+9

Value$492

Filed 2026-11-03

Pension & Wealth Management Advisors, Inc.

NEW

Shares8

Change+8

Value$438

Filed 2026-10-16

Assetmark, Inc

NEW

Shares5

Change+5

Value$273

Filed 2026-10-21

IFP Advisors, Inc

DECREASED

Shares3 from 51

Change-48 (-94%)

Value$164 (-$1.5K)

Filed 2026-10-16

James T. Borello RIA

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$164 (+$68)

Filed 2026-10-16

Capital Advisors, Ltd. LLC

NEW

Shares2

Change+2

Value$0

Filed 2026-10-27

Fenimore Asset Management Inc

CLOSED

Shares0 from 681,628

Change-681,628 (-100%)

Value$0 (-$21.9M)

Filed 2026-10-08

Waters Parkerson & Co., LLC

CLOSED

Shares0 from 515,707

Change-515,707 (-100%)

Value$0 (-$16.5M)

Filed 2026-11-04

Montrusco Bolton Investments Inc.

CLOSED

Shares0 from 342,221

Change-342,221 (-100%)

Value$0 (-$11.0M)

Filed 2026-10-13

Taylor Frigon Capital Management LLC

CLOSED

Shares0 from 74,318

Change-74,318 (-100%)

Value$0 (-$2.4M)

Filed 2026-10-23

Bridge City Capital, LLC

CLOSED

Shares0 from 63,792

Change-63,792 (-100%)

Value$0 (-$2.0M)

Filed 2026-10-29

Chatham Capital Group, Inc.

CLOSED

Shares0 from 59,773

Change-59,773 (-100%)

Value$0 (-$1.9M)

Filed 2026-10-16

Citizens Financial Group Inc

CLOSED

Shares0 from 19,926

Change-19,926 (-100%)

Value$0 (-$639.2K)

Filed 2026-10-23

Smith & Howard Wealth Management, LLC

CLOSED

Shares0 from 9,616

Change-9,616 (-100%)

Value$0 (-$308.5K)

Filed 2026-10-27

Swiss Life Asset Management Ltd

CLOSED

Shares0 from 8,965

Change-8,965 (-100%)

Value$0 (-$287.6K)

Filed 2026-11-03

Kestra Advisory Services, LLC

CLOSED

Shares0 from 7,509

Change-7,509 (-100%)

Value$0 (-$240.9K)

Filed 2026-11-02

DekaBank Deutsche Girozentrale

CLOSED

Shares0 from 3,040

Change-3,040 (-100%)

Value$0 (-$80)

Filed 2026-10-27

Fulcrum Asset Management LLP

CLOSED

Shares0 from 2,815

Change-2,815 (-100%)

Value$0 (-$91.0K)

Filed 2026-11-04

J.Safra Asset Management Corp

CLOSED

Shares0 from 215

Change-215 (-100%)

Value$0 (-$6.9K)

Filed 2026-11-03

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 59

Change-59 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-07

Cornerstone Planning Group LLC

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$353)

Filed 2026-10-29

FMR LLC

N/A

Shares— from 8,047,282

Change-8,047,282 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,971,786

Change-4,971,786 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,453,723

Change-3,453,723 (-100%)

Value—

22C Capital LLC

N/A

Shares— from 3,202,267

Change-3,202,267 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,259,967

Change-2,259,967 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,253,744

Change-2,253,744 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,492,737

Change-1,492,737 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,257,357

Change-1,257,357 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,244,553

Change-1,244,553 (-100%)

Value—

P2 Capital Partners, LLC

N/A

Shares— from 1,136,974

Change-1,136,974 (-100%)

Value—

BloombergSen Inc.

N/A

Shares— from 1,068,306

Change-1,068,306 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 992,770

Change-992,770 (-100%)

Value—

Boston Partners

N/A

Shares— from 778,451

Change-778,451 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 736,320

Change-736,320 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 711,168

Change-711,168 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 709,617

Change-709,617 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 665,870

Change-665,870 (-100%)

Value—

DG Capital Management, LLC

N/A

Shares— from 660,000

Change-660,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 591,470

Change-591,470 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 588,686

Change-588,686 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 544,846

Change-544,846 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 475,961

Change-475,961 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 464,362

Change-464,362 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 451,259

Change-451,259 (-100%)

Value—

UBS Group AG

N/A

Shares— from 411,595

Change-411,595 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 411,251

Change-411,251 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 350,500

Change-350,500 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 339,085

Change-339,085 (-100%)

Value—

Dana Investment Advisors, Inc.

N/A

Shares— from 322,771

Change-322,771 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 322,059

Change-322,059 (-100%)

Value—

Geneva Capital Management LLC

N/A

Shares— from 294,044

Change-294,044 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 278,966

Change-278,966 (-100%)

Value—

GatePass Capital, LLC

N/A

Shares— from 258,877

Change-258,877 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 241,840

Change-241,840 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 224,255

Change-224,255 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 218,579

Change-218,579 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 213,627

Change-213,627 (-100%)

Value—

Engine Capital Management, LPA

N/A

Shares— from 201,998

Change-201,998 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 189,662

Change-189,662 (-100%)

Value—

Clearline Capital LP

N/A

Shares— from 174,345

Change-174,345 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 170,975

Change-170,975 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 167,963

Change-167,963 (-100%)

Value—

Cygnus Capital Advisors, LLC

N/A

Shares— from 163,214

Change-163,214 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 157,894

Change-157,894 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 138,434

Change-138,434 (-100%)

Value—

Blair William & Co

N/A

Shares— from 133,891

Change-133,891 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 129,561

Change-129,561 (-100%)

Value—

Barclays PLC

N/A

Shares— from 114,157

Change-114,157 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 112,199

Change-112,199 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 104,500

Change-104,500 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 104,161

Change-104,161 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 103,788

Change-103,788 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 100,099

Change-100,099 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 96,649

Change-96,649 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 94,392

Change-94,392 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 89,401

Change-89,401 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 85,788

Change-85,788 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 74,865

Change-74,865 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 74,383

Change-74,383 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 72,912

Change-72,912 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 68,871

Change-68,871 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 68,115

Change-68,115 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 66,909

Change-66,909 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 66,593

Change-66,593 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 61,549

Change-61,549 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 57,708

Change-57,708 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 51,816

Change-51,816 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 50,681

Change-50,681 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 47,794

Change-47,794 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 47,098

Change-47,098 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 45,973

Change-45,973 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 42,652

Change-42,652 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 41,544

Change-41,544 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 41,460

Change-41,460 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 40,414

Change-40,414 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 39,879

Change-39,879 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 37,832

Change-37,832 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 36,206

Change-36,206 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 35,586

Change-35,586 (-100%)

Value—

Roundview Capital LLC

N/A

Shares— from 34,577

Change-34,577 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 34,561

Change-34,561 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 34,530

Change-34,530 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 34,235

Change-34,235 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 33,908

Change-33,908 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 33,623

Change-33,623 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 30,581

Change-30,581 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 30,126

Change-30,126 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 28,865

Change-28,865 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 26,683

Change-26,683 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 26,554

Change-26,554 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 26,286

Change-26,286 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 25,368

Change-25,368 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 24,235

Change-24,235 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 24,139

Change-24,139 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 24,113

Change-24,113 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 24,058

Change-24,058 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 22,866

Change-22,866 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 22,143

Change-22,143 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 21,663

Change-21,663 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 19,970

Change-19,970 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 19,611

Change-19,611 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 18,553

Change-18,553 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 17,180

Change-17,180 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 15,969

Change-15,969 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 15,792

Change-15,792 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 15,314

Change-15,314 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 14,529

Change-14,529 (-100%)

Value—

Chicago Wealth Management, Inc.

N/A

Shares— from 14,000

Change-14,000 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 13,900

Change-13,900 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 13,619

Change-13,619 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 12,890

Change-12,890 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 12,680

Change-12,680 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 12,400

Change-12,400 (-100%)

Value—

Allstate Corp

N/A

Shares— from 12,124

Change-12,124 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 11,653

Change-11,653 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 11,498

Change-11,498 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 11,276

Change-11,276 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 11,093

Change-11,093 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 10,359

Change-10,359 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 9,490

Change-9,490 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 8,773

Change-8,773 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 8,613

Change-8,613 (-100%)

Value—

Forum Private Client Group LLC

N/A

Shares— from 8,219

Change-8,219 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 8,059

Change-8,059 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 7,771

Change-7,771 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 7,168

Change-7,168 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 7,020

Change-7,020 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 7,005

Change-7,005 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,961

Change-6,961 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 6,558

Change-6,558 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 6,494

Change-6,494 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 6,292

Change-6,292 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 6,225

Change-6,225 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 5,820

Change-5,820 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 4,742

Change-4,742 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 4,710

Change-4,710 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,466

Change-4,466 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 3,988

Change-3,988 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3,936

Change-3,936 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,849

Change-3,849 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,537

Change-3,537 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 3,448

Change-3,448 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,404

Change-3,404 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 2,568

Change-2,568 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,434

Change-2,434 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,329

Change-2,329 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 2,326

Change-2,326 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 1,720

Change-1,720 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1,180

Change-1,180 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 975

Change-975 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 932

Change-932 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 875

Change-875 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 852

Change-852 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 726

Change-726 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 530

Change-530 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 500

Change-500 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 389

Change-389 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 302

Change-302 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 267

Change-267 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 265

Change-265 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 232

Change-232 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 220

Change-220 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 196

Change-196 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 174

Change-174 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 162

Change-162 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 117

Change-117 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 69

Change-69 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 43

Change-43 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 32

Change-32 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Creative Planning	INCREASED	197,355	195,084	+2,271	+1%	$6.3M	$10.8M	+$4.5M	2026-11-02
Bank of New York Mellon Corp	INCREASED	188,949	188,621	+328	+0%	$6.1M	$10.3M	+$4.3M	2026-11-05
Citigroup Inc	INCREASED	171,262	27,103	+144,159	+532%	$869.5K	$9.4M	+$8.5M	2026-11-04
Principal Financial Group Inc	NEW	124,515	—	+124,515	—	—	$6.8M	—	2026-11-02
Allspring Global Investments Holdings, LLC	DECREASED	96,537	213,598	-117,061	-55%	$7.3M	$5.3M	-$2.0M	2026-11-04
Tokio Marine Asset Management Co LTD	NEW	87,200	—	+87,200	—	—	$4.8M	—	2026-10-26
New York Life Investment Management LLC	NEW	83,288	—	+83,288	—	—	$4.6M	—	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	83,100	116,044	-32,944	-28%	$4.4M	$4.6M	+$168.6K	2026-10-13
Woodard & Co Asset Management Group Inc	UNCHANGED	57,645	57,645	0	0%	$1.8M	$3.2M	+$1.3M	2026-11-03
Summit Creek Advisors LLC	DECREASED	45,133	123,551	-78,418	-63%	$4.0M	$2.5M	-$1.5M	2026-11-03
Transmarket Holdings LP	NEW	34,897	—	+34,897	—	—	$1.9M	—	2026-10-27
Commonwealth Equity Services, LLC	INCREASED	23,271	22,201	+1,070	+5%	$712.2K	$1.3M	+$560.5K	2026-11-02
Schneider Downs Wealth Management Advisors, LP	DECREASED	22,615	23,315	-700	-3%	$747.9K	$1.2M	+$488.9K	2026-10-27
State of New Jersey Common Pension Fund D	NEW	21,321	—	+21,321	—	—	$1.2M	—	2026-11-05
Elevation Point Wealth Partners, LLC	DECREASED	19,624	23,059	-3,435	-15%	$739.7K	$1.1M	+$333.5K	2026-11-05
Letson Investment Management, Inc.	UNCHANGED	16,020	16,020	0	0%	$513.9K	$876.1K	+$362.2K	2026-11-05
Mogy Joel R Investment Counsel Inc	NEW	15,952	—	+15,952	—	—	$872.4K	—	2026-10-13
Dimensional Fund Advisors LP	DECREASED	14,796	546,915	-532,119	-97%	$17.5M	$809.2K	-$16.7M	2026-11-04
Arizona State Retirement System	DECREASED	14,354	14,369	-15	0%	$461.0K	$785.0K	+$324.1K	2026-11-03
Dodds Wealth, LLC	UNCHANGED	13,542	13,542	0	0%	$434.4K	$740.6K	+$306.2K	2026-11-02
Strs Ohio	INCREASED	13,300	9,600	+3,700	+39%	$308.0K	$727.4K	+$419.4K	2026-10-30
ProShare Advisors LLC	INCREASED	12,830	6,444	+6,386	+99%	$206.7K	$701.7K	+$494.9K	2026-10-29
Quadrant Capital Group LLC	UNCHANGED	12,093	12,093	0	0%	$387.9K	$662.3K	+$274.4K	2026-10-20
Inspire Investing, LLC	DECREASED	11,613	21,026	-9,413	-45%	$674.5K	$635.1K	-$39.4K	2026-10-22
Norden Group LLC	INCREASED	11,452	10,625	+827	+8%	$340.8K	$626.3K	+$285.5K	2026-10-20
Oakmont Investment Advisors, Inc.	NEW	11,080	—	+11,080	—	—	$606.0K	—	2026-10-21
Evergreen Capital Management LLC	UNCHANGED	10,012	10,012	0	0%	$321.2K	$547.6K	+$226.4K	2026-10-23
Simplex Trading, LLC	INCREASED	9,457	6,886	+2,571	+37%	$220.9K	$517.2K	+$296.3K	2026-11-04
Valtinson Bruner Financial Planning LLC	DECREASED	8,277	8,517	-240	-3%	$273.2K	$452.7K	+$179.4K	2026-11-02
Clear Wave Wealth Management LLC	UNCHANGED	8,133	8,133	0	0%	$260.9K	$444.8K	+$183.9K	2026-11-04
Helium Advisors LLC	DECREASED	8,100	14,300	-6,200	-43%	$458.7K	$443.0K	-$15.8K	2026-10-23
Pictet Asset Management Holding SA	UNCHANGED	8,047	8,047	0	0%	$258.1K	$440.1K	+$181.9K	2026-11-03
Larson Financial Group LLC	INCREASED	7,707	7,190	+517	+7%	$230.7K	$421.5K	+$190.8K	2026-11-05
Praxis Investment Management Inc	UNCHANGED	7,686	7,686	0	0%	$247.0K	$420.0K	+$173.0K	2026-11-03
Vise Technologies, Inc.	INCREASED	7,364	7,177	+187	+3%	$230.2K	$402.7K	+$172.5K	2026-10-29
Wolverine Asset Management LLC	NEW	7,114	—	+7,114	—	—	$389.1K	—	2026-11-02
Inscription Capital, LLC	DECREASED	6,334	6,517	-183	-3%	$209.1K	$346.4K	+$137.3K	2026-11-02
MGO One Seven LLC	NEW	5,403	—	+5,403	—	—	$295.5K	—	2026-10-28
Argos Wealth Advisors, LLC	NEW	5,388	—	+5,388	—	—	$294.7K	—	2026-11-02
Xponance LLC	NEW	4,650	—	+4,650	—	—	$254.3K	—	2026-11-03
Ifrah Financial Services, Inc.	NEW	4,613	—	+4,613	—	—	$252.3K	—	2026-10-13
Revolve Wealth Partners, LLC	NEW	4,260	—	+4,260	—	—	$233.0K	—	2026-10-23
Laurel OAK Wealth Management, LLC	NEW	4,217	—	+4,217	—	—	$230.6K	—	2026-10-19
Ethic Inc.	NEW	4,116	—	+4,116	—	—	$225.1K	—	2026-11-03
Rockwood Wealth Management, LLC	NEW	4,010	—	+4,010	—	—	$219.3K	—	2026-10-27
Fifth Third Bancorp	DECREASED	3,588	6,332	-2,744	-43%	$203.1K	$196.2K	-$6.9K	2026-11-05
Versant Capital Management, Inc	DECREASED	3,486	3,495	-9	0%	$112.1K	$190.6K	+$78.5K	2026-10-02
FNY Investment Advisers, LLC	NEW	3,000	—	+3,000	—	—	$164.0K	—	2026-10-16
Signaturefd, LLC	INCREASED	2,652	2,541	+111	+4%	$81.5K	$145.0K	+$63.5K	2026-10-23
Nisa Investment Advisors, LLC	INCREASED	2,629	2,330	+299	+13%	$74.7K	$143.8K	+$69.0K	2026-10-20
US Bancorp \de\	INCREASED	2,088	2,071	+17	+1%	$66.4K	$114.2K	+$47.8K	2026-11-05
Gamma Investing LLC	INCREASED	2,027	1,916	+111	+6%	$61.5K	$110.9K	+$49.4K	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	1,875	2,294	-419	-18%	$73.6K	$102.5K	+$29.0K	2026-11-04
Covestor Ltd	DECREASED	1,746	1,959	-213	-11%	$63.0K	$95.0K	+$32.0K	2026-10-30
State of Alaska, Department of Revenue	DECREASED	1,709	3,540	-1,831	-52%	$113.0K	$93.0K	-$20.0K	2026-10-15
Trust Co of Vermont	UNCHANGED	1,650	1,650	0	0%	$52.9K	$90.2K	+$37.3K	2026-10-21
KBC Group NV	UNCHANGED	1,611	1,611	0	0%	$52.0K	$88.0K	+$36.0K	2026-10-22
Montgomery Financial Services LLC	UNCHANGED	1,492	1,492	0	0%	$47.9K	$81.6K	+$33.7K	2026-11-03
Sterling Capital Management LLC	DECREASED	964	992	-28	-3%	$31.8K	$52.7K	+$20.9K	2026-10-22
Farther Finance Advisors, LLC	DECREASED	913	959	-46	-5%	$30.9K	$49.9K	+$19.0K	2026-10-08
Parallel Advisors, LLC	INCREASED	557	488	+69	+14%	$15.7K	$30.5K	+$14.8K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	514	514	0	0%	$16.5K	$28.1K	+$11.6K	2026-10-27
Trust Co	UNCHANGED	500	500	0	0%	$16.0K	$27.3K	+$11.3K	2026-10-09
North Point Portfolio Managers Corp	NEW	485	—	+485	—	—	$26.5K	—	2026-10-07
Owl Creek Wealth Partners LLC	UNCHANGED	390	390	0	0%	$12.5K	$21.3K	+$8.8K	2026-10-20
Nvest Wealth Strategies, Inc.	UNCHANGED	325	325	0	0%	$10.4K	$17.8K	+$7.3K	2026-10-14
Parkside Financial Bank & Trust	DECREASED	314	1,629	-1,315	-81%	$52.3K	$17.2K	-$35.1K	2026-10-27
Harbor Capital Advisors, Inc.	DECREASED	258	346	-88	-25%	$11.0K	$14.0K	+$3.0K	2026-10-22
Provenance Wealth Advisors, LLC	NEW	216	—	+216	—	—	$11.8K	—	2026-10-30
TD Waterhouse Canada Inc.	NEW	200	—	+200	—	—	$11.0K	—	2026-10-16
Bare Financial Services, Inc	UNCHANGED	186	186	0	0%	$6.0K	$10.2K	+$4.2K	2026-11-04
Private Wealth Management Group, LLC	DECREASED	155	168	-13	-8%	$5.4K	$8.5K	+$3.1K	2026-10-19
Essential Partners LLC	DECREASED	152	370	-218	-59%	$11.9K	$8.3K	-$3.6K	2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	144	144	0	0%	$4.6K	$7.9K	+$3.3K	2026-11-05
Avion Wealth	UNCHANGED	113	113	0	0%	$3	$6	+$3	2026-11-04
Central Trust Co	UNCHANGED	108	108	0	0%	$3.5K	$5.9K	+$2.4K	2026-11-05
Silver Grove Financial Group, Inc.	DECREASED	90	97	-7	-7%	$3.1K	$4.9K	+$1.8K	2026-11-05
Bell Investment Advisors, Inc	UNCHANGED	75	75	0	0%	$2.4K	$4.1K	+$1.7K	2026-10-29
SJS Investment Consulting Inc.	INCREASED	61	55	+6	+11%	$1.8K	$3.3K	+$1.6K	2026-10-26
SBI Securities Co., Ltd.	INCREASED	57	5	+52	+1040%	$160	$3.1K	+$3.0K	2026-10-22
Root Financial Partners, LLC	NEW	56	—	+56	—	—	$3.1K	—	2026-10-21
True Wealth Design, LLC	DECREASED	56	114	-58	-51%	$3.7K	$3.1K	-$595	2026-10-13
Bayforest Capital Ltd	NEW	40	—	+40	—	—	$2.2K	—	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	35	35	0	0%	$1.1K	$1.9K	+$791	2026-10-08
Blue Trust, Inc.	UNCHANGED	31	31	0	0%	$994	$1.7K	+$701	2026-10-15
Torren Management, LLC	UNCHANGED	24	24	0	0%	$770	$1.3K	+$543	2026-10-29
Manchester Capital Management LLC	UNCHANGED	22	22	0	0%	$706	$1.2K	+$498	2026-10-22
Burk Holdings LLC	NEW	17	—	+17	—	—	$930	—	2026-11-05
Hughes Financial Services, LLC	INCREASED	10	8	+2	+25%	$257	$550	+$293	2026-10-30
Ascentis Wealth Management, LLC	NEW	9	—	+9	—	—	$492	—	2026-11-03
Pension & Wealth Management Advisors, Inc.	NEW	8	—	+8	—	—	$438	—	2026-10-16
Assetmark, Inc	NEW	5	—	+5	—	—	$273	—	2026-10-21
IFP Advisors, Inc	DECREASED	3	51	-48	-94%	$1.6K	$164	-$1.5K	2026-10-16
James T. Borello RIA	UNCHANGED	3	3	0	0%	$96	$164	+$68	2026-10-16
Capital Advisors, Ltd. LLC	NEW	2	—	+2	—	—	$0	—	2026-10-27
Fenimore Asset Management Inc	CLOSED	0	681,628	-681,628	-100%	$21.9M	$0	-$21.9M	2026-10-08
Waters Parkerson & Co., LLC	CLOSED	0	515,707	-515,707	-100%	$16.5M	$0	-$16.5M	2026-11-04
Montrusco Bolton Investments Inc.	CLOSED	0	342,221	-342,221	-100%	$11.0M	$0	-$11.0M	2026-10-13
Taylor Frigon Capital Management LLC	CLOSED	0	74,318	-74,318	-100%	$2.4M	$0	-$2.4M	2026-10-23
Bridge City Capital, LLC	CLOSED	0	63,792	-63,792	-100%	$2.0M	$0	-$2.0M	2026-10-29
Chatham Capital Group, Inc.	CLOSED	0	59,773	-59,773	-100%	$1.9M	$0	-$1.9M	2026-10-16
Citizens Financial Group Inc	CLOSED	0	19,926	-19,926	-100%	$639.2K	$0	-$639.2K	2026-10-23
Smith & Howard Wealth Management, LLC	CLOSED	0	9,616	-9,616	-100%	$308.5K	$0	-$308.5K	2026-10-27
Swiss Life Asset Management Ltd	CLOSED	0	8,965	-8,965	-100%	$287.6K	$0	-$287.6K	2026-11-03
Kestra Advisory Services, LLC	CLOSED	0	7,509	-7,509	-100%	$240.9K	$0	-$240.9K	2026-11-02
DekaBank Deutsche Girozentrale	CLOSED	0	3,040	-3,040	-100%	$80	$0	-$80	2026-10-27
Fulcrum Asset Management LLP	CLOSED	0	2,815	-2,815	-100%	$91.0K	$0	-$91.0K	2026-11-04
J.Safra Asset Management Corp	CLOSED	0	215	-215	-100%	$6.9K	$0	-$6.9K	2026-11-03
Wealth Enhancement Trust Services, Inc.	CLOSED	0	59	-59	-100%	$1.9K	$0	-$1.9K	2026-10-07
Cornerstone Planning Group LLC	CLOSED	0	40	-40	-100%	$1.6K	$0	-$1.6K	2026-10-16
Caitong International Asset Management Co., Ltd	CLOSED	0	11	-11	-100%	$353	$0	-$353	2026-10-29
FMR LLC	N/A	—	8,047,282	-8,047,282	-100%	$258.2M	—	—	—
BlackRock, Inc.	N/A	—	4,971,786	-4,971,786	-100%	$159.5M	—	—	—
Bank of Montreal	N/A	—	3,453,723	-3,453,723	-100%	$110.8M	—	—	—
22C Capital LLC	N/A	—	3,202,267	-3,202,267	-100%	$102.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,259,967	-2,259,967	-100%	$72.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,253,744	-2,253,744	-100%	$72.3M	—	—	—
Morgan Stanley	N/A	—	1,492,737	-1,492,737	-100%	$47.9M	—	—	—
Geode Capital Management, LLC	N/A	—	1,257,357	-1,257,357	-100%	$40.3M	—	—	—
State Street Corp	N/A	—	1,244,553	-1,244,553	-100%	$39.9M	—	—	—
P2 Capital Partners, LLC	N/A	—	1,136,974	-1,136,974	-100%	$36.5M	—	—	—
BloombergSen Inc.	N/A	—	1,068,306	-1,068,306	-100%	$34.3M	—	—	—
Royce & Associates LP	N/A	—	992,770	-992,770	-100%	$31.8M	—	—	—
Boston Partners	N/A	—	778,451	-778,451	-100%	$25.7M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	736,320	-736,320	-100%	$23.6M	—	—	—
Northern Trust Corp	N/A	—	711,168	-711,168	-100%	$22.8M	—	—	—
AQR Capital Management LLC	N/A	—	709,617	-709,617	-100%	$22.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	665,870	-665,870	-100%	$21.4M	—	—	—
DG Capital Management, LLC	N/A	—	660,000	-660,000	-100%	$21.2M	—	—	—
Ameriprise Financial Inc	N/A	—	591,470	-591,470	-100%	$19.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	588,686	-588,686	-100%	$18.9M	—	—	—
Allianz Asset Management GmbH	N/A	—	544,846	-544,846	-100%	$17.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	475,961	-475,961	-100%	$15.3M	—	—	—
Nuveen, LLC	N/A	—	464,362	-464,362	-100%	$14.9M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	451,259	-451,259	-100%	$14.5M	—	—	—
UBS Group AG	N/A	—	411,595	-411,595	-100%	$13.2M	—	—	—
Prudential Financial Inc	N/A	—	411,251	-411,251	-100%	$13.2M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	350,500	-350,500	-100%	$11.2M	—	—	—
Loomis Sayles & Co L P	N/A	—	339,085	-339,085	-100%	$10.9M	—	—	—
Dana Investment Advisors, Inc.	N/A	—	322,771	-322,771	-100%	$10.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	322,059	-322,059	-100%	$10.3M	—	—	—
Geneva Capital Management LLC	N/A	—	294,044	-294,044	-100%	$9.4M	—	—	—
Russell Investments Group, Ltd.	N/A	—	278,966	-278,966	-100%	$8.9M	—	—	—
GatePass Capital, LLC	N/A	—	258,877	-258,877	-100%	$8.3M	—	—	—
Royal Bank of Canada	N/A	—	241,840	-241,840	-100%	$7.8M	—	—	—
Bank of America Corp	N/A	—	224,255	-224,255	-100%	$7.2M	—	—	—
Quantinno Capital Management LP	N/A	—	218,579	-218,579	-100%	$7.0M	—	—	—
Tudor Investment Corp ET AL	N/A	—	213,627	-213,627	-100%	$6.9M	—	—	—
Engine Capital Management, LPA	N/A	—	201,998	-201,998	-100%	$6.5M	—	—	—
First Trust Advisors LP	N/A	—	189,662	-189,662	-100%	$6.1M	—	—	—
Clearline Capital LP	N/A	—	174,345	-174,345	-100%	$5.6M	—	—	—
First Manhattan Co. Llc.	N/A	—	170,975	-170,975	-100%	$5.5M	—	—	—
Edgestream Partners, L.P.	N/A	—	167,963	-167,963	-100%	$5.4M	—	—	—
Cygnus Capital Advisors, LLC	N/A	—	163,214	-163,214	-100%	$5.2M	—	—	—
Prelude Capital Management, LLC	N/A	—	157,894	-157,894	-100%	$5.1M	—	—	—
Two Sigma Investments, LP	N/A	—	138,434	-138,434	-100%	$4.4M	—	—	—
Blair William & Co	N/A	—	133,891	-133,891	-100%	$4.3M	—	—	—
Invesco Ltd.	N/A	—	129,561	-129,561	-100%	$4.2M	—	—	—
Barclays PLC	N/A	—	114,157	-114,157	-100%	$3.7M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	112,199	-112,199	-100%	$3.6M	—	—	—
Swiss National Bank	N/A	—	104,500	-104,500	-100%	$3.4M	—	—	—
Stifel Financial Corp	N/A	—	104,161	-104,161	-100%	$3.3M	—	—	—
Victory Capital Management Inc	N/A	—	103,788	-103,788	-100%	$3.3M	—	—	—
Federated Hermes, Inc.	N/A	—	100,099	-100,099	-100%	$3.2M	—	—	—
Qube Research & Technologies Ltd	N/A	—	96,649	-96,649	-100%	$3.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	94,392	-94,392	-100%	$3.0M	—	—	—
Trexquant Investment LP	N/A	—	89,401	-89,401	-100%	$2.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	85,788	-85,788	-100%	$2.8M	—	—	—
Algert Global LLC	N/A	—	74,865	-74,865	-100%	$2.4M	—	—	—
Marshall Wace, LLP	N/A	—	74,383	-74,383	-100%	$2.4M	—	—	—
Picton Mahoney Asset Management	N/A	—	72,912	-72,912	-100%	$2.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	68,871	-68,871	-100%	$2.2M	—	—	—
Rhumbline Advisers	N/A	—	68,115	-68,115	-100%	$2.2M	—	—	—
Wells Fargo & Company	N/A	—	66,909	-66,909	-100%	$2.1M	—	—	—
XTX Topco Ltd	N/A	—	66,593	-66,593	-100%	$2.1M	—	—	—
California State Teachers Retirement System	N/A	—	61,549	-61,549	-100%	$2.0M	—	—	—
Deutsche Bank Ag\	N/A	—	57,708	-57,708	-100%	$1.9M	—	—	—
Alliancebernstein L.P.	N/A	—	51,816	-51,816	-100%	$1.4M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	50,681	-50,681	-100%	$1.6M	—	—	—
Holocene Advisors, LP	N/A	—	47,794	-47,794	-100%	$1.5M	—	—	—
JPMorgan Chase & Co	N/A	—	47,098	-47,098	-100%	$1.6M	—	—	—
Legal & General Group Plc	N/A	—	45,973	-45,973	-100%	$1.5M	—	—	—
Private Advisor Group, LLC	N/A	—	42,652	-42,652	-100%	$1.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	41,544	-41,544	-100%	$1.3M	—	—	—
HSBC Holdings PLC	N/A	—	41,460	-41,460	-100%	$1.3M	—	—	—
SG Americas Securities, LLC	N/A	—	40,414	-40,414	-100%	$1.3M	—	—	—
Mariner, LLC	N/A	—	39,879	-39,879	-100%	$1.3M	—	—	—
Balyasny Asset Management L.P.	N/A	—	37,832	-37,832	-100%	$1.2M	—	—	—
New York State Common Retirement Fund	N/A	—	36,206	-36,206	-100%	$1.2M	—	—	—
Great Lakes Advisors, LLC	N/A	—	35,586	-35,586	-100%	$1.1M	—	—	—
Roundview Capital LLC	N/A	—	34,577	-34,577	-100%	$1.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	34,561	-34,561	-100%	$1.1M	—	—	—
Gotham Asset Management, LLC	N/A	—	34,530	-34,530	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	34,235	-34,235	-100%	$1.1M	—	—	—
Capital Fund Management S.A.	N/A	—	33,908	-33,908	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	33,623	-33,623	-100%	$1.1M	—	—	—
HighTower Advisors, LLC	N/A	—	30,581	-30,581	-100%	$981.0K	—	—	—
Bleakley Financial Group, LLC	N/A	—	30,126	-30,126	-100%	$966.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	28,865	-28,865	-100%	$926.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	26,683	-26,683	-100%	$856.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	26,554	-26,554	-100%	$851.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	26,286	-26,286	-100%	$843.3K	—	—	—
Franklin Resources Inc	N/A	—	25,368	-25,368	-100%	$813.8K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	24,235	-24,235	-100%	$777.0K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	24,139	-24,139	-100%	$774.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	24,113	-24,113	-100%	$773.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	24,058	-24,058	-100%	$772.0K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	22,866	-22,866	-100%	$733.5K	—	—	—
SEI Investments Co	N/A	—	22,143	-22,143	-100%	$710.2K	—	—	—
Jupiter Topco LLC	N/A	—	21,663	-21,663	-100%	$695.1K	—	—	—
Quadrature Capital Ltd	N/A	—	19,970	-19,970	-100%	$640.6K	—	—	—
Raymond James Financial Inc	N/A	—	19,611	-19,611	-100%	$629.1K	—	—	—
Callan Family Office, LLC	N/A	—	18,553	-18,553	-100%	$595.2K	—	—	—
Engineers Gate Manager LP	N/A	—	17,180	-17,180	-100%	$551.1K	—	—	—
LPL Financial LLC	N/A	—	15,969	-15,969	-100%	$512.3K	—	—	—
Jump Financial, LLC	N/A	—	15,792	-15,792	-100%	$506.6K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	15,314	-15,314	-100%	$491.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	14,529	-14,529	-100%	$466.1K	—	—	—
Chicago Wealth Management, Inc.	N/A	—	14,000	-14,000	-100%	$449.1K	—	—	—
Handelsbanken Fonder AB	N/A	—	13,900	-13,900	-100%	$446.0K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	13,619	-13,619	-100%	$436.9K	—	—	—
Captrust Financial Advisors	N/A	—	12,890	-12,890	-100%	$413.5K	—	—	—
Intech Investment Management LLC	N/A	—	12,680	-12,680	-100%	$406.8K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	12,400	-12,400	-100%	$397.8K	—	—	—
Allstate Corp	N/A	—	12,124	-12,124	-100%	$388.9K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	11,653	-11,653	-100%	$373.8K	—	—	—
Caprock Group, LLC	N/A	—	11,498	-11,498	-100%	$368.9K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	11,276	-11,276	-100%	$361.7K	—	—	—
Bridgewater Associates, LP	N/A	—	11,093	-11,093	-100%	$355.9K	—	—	—
Legato Capital Management LLC	N/A	—	10,359	-10,359	-100%	$332.3K	—	—	—
RBF Capital, LLC	N/A	—	10,000	-10,000	-100%	$320.8K	—	—	—
Voya Investment Management LLC	N/A	—	9,490	-9,490	-100%	$304.4K	—	—	—
SummitTX Capital, L.P.	N/A	—	8,773	-8,773	-100%	$281.4K	—	—	—
Teacher Retirement System of Texas	N/A	—	8,613	-8,613	-100%	$276.3K	—	—	—
Forum Private Client Group LLC	N/A	—	8,219	-8,219	-100%	$263.7K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	8,059	-8,059	-100%	$258.5K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	7,771	-7,771	-100%	$249.3K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	7,168	-7,168	-100%	$229.9K	—	—	—
State of Wisconsin Investment Board	N/A	—	7,020	-7,020	-100%	$225.2K	—	—	—
Merit Financial Group, LLC	N/A	—	7,005	-7,005	-100%	$224.7K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	7,000	-7,000	-100%	$224.6K	—	—	—
Cetera Investment Advisers	N/A	—	6,961	-6,961	-100%	$223.3K	—	—	—
Neuberger Berman Group LLC	N/A	—	6,558	-6,558	-100%	$210.4K	—	—	—
GSA Capital Partners LLP	N/A	—	6,494	-6,494	-100%	$208.0K	—	—	—
American Century Companies Inc	N/A	—	6,292	-6,292	-100%	$201.8K	—	—	—
Zions Bancorporation, National Association	N/A	—	6,225	-6,225	-100%	$199.7K	—	—	—
Canada Life Assurance Co	N/A	—	5,820	-5,820	-100%	$186.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	4,742	-4,742	-100%	$152.0K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	4,710	-4,710	-100%	$126.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,466	-4,466	-100%	$143.3K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	3,988	-3,988	-100%	$127.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	3,936	-3,936	-100%	$124.2K	—	—	—
Arax Advisory Partners	N/A	—	3,849	-3,849	-100%	$123.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,537	-3,537	-100%	$113.5K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	3,448	-3,448	-100%	$110.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,404	-3,404	-100%	$109.2K	—	—	—
Allworth Financial LP	N/A	—	2,568	-2,568	-100%	$82.4K	—	—	—
Huntington National Bank	N/A	—	2,434	-2,434	-100%	$78.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,329	-2,329	-100%	$74.7K	—	—	—
GW&K Investment Management, LLC	N/A	—	2,326	-2,326	-100%	$41.0K	—	—	—
Nykredit A/S	N/A	—	1,720	-1,720	-100%	$55.2K	—	—	—
Raffa Wealth Management, LLC	N/A	—	1,180	-1,180	-100%	$37.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	975	-975	-100%	$31.3K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	932	-932	-100%	$29.9K	—	—	—
Fortis Group Advisors, LLC	N/A	—	875	-875	-100%	$28.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	852	-852	-100%	$27.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	726	-726	-100%	$23.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	530	-530	-100%	$17.0K	—	—	—
Ancora Advisors LLCA	N/A	—	500	-500	-100%	$16.0K	—	—	—
BFC Planning, Inc.	N/A	—	389	-389	-100%	$12.5K	—	—	—
Quantbot Technologies LP	N/A	—	302	-302	-100%	$9.7K	—	—	—
Rothschild Investment LLC	N/A	—	267	-267	-100%	$8.6K	—	—	—
SouthState Bank Corp	N/A	—	265	-265	-100%	$8.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	232	-232	-100%	$7.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	220	-220	-100%	$7.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	196	-196	-100%	$6.3K	—	—	—
Optiver Holding B.V.	N/A	—	174	-174	-100%	$5.6K	—	—	—
Clearstead Advisors, LLC	N/A	—	162	-162	-100%	$5.2K	—	—	—
Brown Brothers Harriman & Co	N/A	—	117	-117	-100%	$3.8K	—	—	—
Kilter Group LLC	N/A	—	69	-69	-100%	$2.2K	—	—	—
JPL Wealth Management, LLC	N/A	—	54	-54	-100%	$1.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	43	-43	-100%	$1.6K	—	—	—
Investors Portfolio Services LLC	N/A	—	34	-34	-100%	$1.1K	—	—	—
Harbour Investments, Inc.	N/A	—	32	-32	-100%	$1.0K	—	—	—
Rialto Wealth Management, LLC	N/A	—	19	-19	-100%	$610	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	15	-15	-100%	$481	—	—	—
NewEdge Advisors, LLC	N/A	—	12	-12	-100%	$385	—	—	—
Bessemer Group Inc	N/A	—	2	-2	-100%	$0	—	—	—

Showing 288 of 288 institutions