Cabot Corp (CBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares2,121,525 from 1,926,205

Change+195,320 (+10%)

Value$163.2M (-$11.8M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares1,772,696 from 1,778,678

Change-5,982 (0%)

Value$136.4M (-$25.2M)

Filed 2026-11-06

LSV Asset Management

INCREASED

Shares888,277 from 800,484

Change+87,793 (+11%)

Value$68.3M (-$4.4M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares623,348 from 632,518

Change-9,170 (-1%)

Value$47.9M (-$9.5M)

Filed 2026-11-05

Lightrock Netherlands B.V.

INCREASED

Shares429,490 from 382,779

Change+46,711 (+12%)

Value$27.6M (-$4.7M)

Filed 2026-11-06

ProShare Advisors LLC

DECREASED

Shares319,507 from 373,175

Change-53,668 (-14%)

Value$24.6M (-$9.3M)

Filed 2026-10-29

Loring Wolcott & Coolidge Fiduciary Advisors LLP

INCREASED

Shares284,184 from 283,684

Change+500 (+0%)

Value$21.9M (-$3.9M)

Filed 2026-10-23

William Blair Investment Management, LLC

INCREASED

Shares220,897 from 185,077

Change+35,820 (+19%)

Value$17.0M (+$180.5K)

Filed 2026-11-06

Leeward Investments, LLC - MA

DECREASED

Shares207,597 from 220,156

Change-12,559 (-6%)

Value$16.0M (-$4.0M)

Filed 2026-10-23

Eastern Bank

DECREASED

Shares200,300 from 202,300

Change-2,000 (-1%)

Value$15.4M (-$3.0M)

Filed 2026-10-05

Creative Planning

INCREASED

Shares195,933 from 185,488

Change+10,445 (+6%)

Value$15.1M (-$1.8M)

Filed 2026-11-02

Principal Financial Group Inc

INCREASED

Shares185,166 from 183,745

Change+1,421 (+1%)

Value$14.2M (-$2.4M)

Filed 2026-11-02

Fiera Capital Corp

INCREASED

Shares131,410 from 128,919

Change+2,491 (+2%)

Value$10.1M (-$1.6M)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares80,851 from 17,476

Change+63,375 (+363%)

Value$6.2M (+$4.6M)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares59,139 from 88,904

Change-29,765 (-33%)

Value$4.5M (-$3.5M)

Filed 2026-11-04

New York State Teachers Retirement System

DECREASED

Shares55,425 from 56,056

Change-631 (-1%)

Value$4.3M (-$828.0K)

Filed 2026-10-22

Oppenheimer Asset Management Inc.

INCREASED

Shares54,129 from 49,852

Change+4,277 (+9%)

Value$4.2M (-$364.5K)

Filed 2026-10-27

Retirement Systems of Alabama

DECREASED

Shares53,255 from 53,390

Change-135 (0%)

Value$4.1M (-$753.0K)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares51,147 from 55,412

Change-4,265 (-8%)

Value$3.9M (-$1.1M)

Filed 2026-11-06

Ballast Asset Management, LP

DECREASED

Shares50,956 from 52,510

Change-1,554 (-3%)

Value$3.9M (-$849.9K)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares50,299 from 52,748

Change-2,449 (-5%)

Value$3.9M (-$922.1K)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares42,204 from 43,255

Change-1,051 (-2%)

Value$3.2M (-$682.5K)

Filed 2026-11-06

Moran Wealth Management, LLC

INCREASED

Shares28,508 from 27,996

Change+512 (+2%)

Value$2.2M (-$350.0K)

Filed 2026-10-22

Riverwater Partners LLC

UNCHANGED

Shares24,917 from 24,917

Change0 (0%)

Value$1.9M (-$346.6K)

Filed 2026-11-03

Polaris Capital Management, LLC

DECREASED

Shares23,073 from 26,273

Change-3,200 (-12%)

Value$1.8M (-$611.6K)

Filed 2026-10-21

Isthmus Partners, LLC

DECREASED

Shares22,240 from 22,333

Change-93 (0%)

Value$1.7M (-$317.8K)

Filed 2026-10-21

Amalgamated Bank

INCREASED

Shares22,142 from 21,934

Change+208 (+1%)

Value$1.7M (-$289.0K)

Filed 2026-10-23

Thrivent Financial for Lutherans

INCREASED

Shares20,642 from 11,463

Change+9,179 (+80%)

Value$1.6M (+$546.0K)

Filed 2026-11-05

Virginia Retirement Systems ET Al

DECREASED

Shares19,208 from 20,708

Change-1,500 (-7%)

Value$1.5M (-$403.4K)

Filed 2026-10-28

Mutual of America Capital Management LLC

DECREASED

Shares18,300 from 18,656

Change-356 (-2%)

Value$1.4M (-$286.9K)

Filed 2026-10-23

Cascade Investment Advisors, Inc.

INCREASED

Shares17,255 from 16,685

Change+570 (+3%)

Value$1.3M (-$188.3K)

Filed 2026-11-02

Louisiana State Employees Retirement System

INCREASED

Shares15,300 from 15,100

Change+200 (+1%)

Value$1.2M (-$194.7K)

Filed 2026-10-20

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares15,145 from 14,541

Change+604 (+4%)

Value$1.2M (-$155.8K)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares15,065 from 18,464

Change-3,399 (-18%)

Value$1.2M (-$518.2K)

Filed 2026-11-06

Moody Lynn Lieberson & Walker, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$1.2M (-$208.7K)

Filed 2026-10-14

State of New Jersey Common Pension Fund D

INCREASED

Shares14,645 from 13,583

Change+1,062 (+8%)

Value$1.1M (-$107.3K)

Filed 2026-11-05

Arizona State Retirement System

INCREASED

Shares14,540 from 14,409

Change+131 (+1%)

Value$1.1M (-$190.4K)

Filed 2026-11-03

Yousif Capital Management, LLC

DECREASED

Shares14,086 from 14,965

Change-879 (-6%)

Value$1.1M (-$275.8K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares12,324 from 12,358

Change-34 (0%)

Value$947.8K (-$174.5K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares12,277 from 12,661

Change-384 (-3%)

Value$928.2K (-$177.3K)

Filed 2026-10-13

State of Michigan Retirement System

UNCHANGED

Shares12,065 from 12,065

Change0 (0%)

Value$927.9K (-$167.8K)

Filed 2026-10-27

New Mexico Educational Retirement Board

UNCHANGED

Shares11,500 from 11,500

Change0 (0%)

Value$884.0K (-$160.0K)

Filed 2026-11-05

US Bancorp \de\

DECREASED

Shares10,912 from 10,964

Change-52 (0%)

Value$839.2K (-$156.5K)

Filed 2026-11-05

Oregon Public Employees Retirement Fund

INCREASED

Shares10,729 from 10,714

Change+15 (+0%)

Value$825.2K (-$147.9K)

Filed 2026-10-30

Atria Investments, Inc

DECREASED

Shares10,577 from 10,817

Change-240 (-2%)

Value$813.5K (-$168.9K)

Filed 2026-10-15

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares9,592 from 9,592

Change0 (0%)

Value$737.7K (-$133.4K)

Filed 2026-10-23

Verdence Capital Advisors LLC

INCREASED

Shares9,484 from 9,372

Change+112 (+1%)

Value$729.4K (-$121.8K)

Filed 2026-10-26

Pictet Asset Management Holding SA

UNCHANGED

Shares8,526 from 8,526

Change0 (0%)

Value$655.7K (-$118.6K)

Filed 2026-11-03

Baron Wealth Management LLC

DECREASED

Shares8,317 from 8,512

Change-195 (-2%)

Value$639.6K (-$133.5K)

Filed 2026-10-27

Inspire Investing, LLC

INCREASED

Shares8,251 from 7,467

Change+784 (+11%)

Value$634.6K (-$43.6K)

Filed 2026-10-22

Boston Trust Walden Corp

UNCHANGED

Shares7,733 from 7,733

Change0 (0%)

Value$594.7K (-$107.6K)

Filed 2026-10-30

Midwest Trust Co

DECREASED

Shares7,504 from 7,768

Change-264 (-3%)

Value$577.1K (-$128.4K)

Filed 2026-10-22

Mengis Capital Management, Inc.

UNCHANGED

Shares7,500 from 7,500

Change0 (0%)

Value$576.8K (-$104.3K)

Filed 2026-10-13

Xponance LLC

DECREASED

Shares7,277 from 7,649

Change-372 (-5%)

Value$559.7K (-$135.0K)

Filed 2026-11-03

DekaBank Deutsche Girozentrale

INCREASED

Shares7,069 from 1,944

Change+5,125 (+264%)

Value$548.0K (+$547.9K)

Filed 2026-10-27

Sterling Capital Management LLC

INCREASED

Shares6,954 from 3,197

Change+3,757 (+118%)

Value$534.8K (+$244.5K)

Filed 2026-10-22

Blue Trust, Inc.

DECREASED

Shares6,717 from 6,732

Change-15 (0%)

Value$516.6K (-$94.8K)

Filed 2026-10-15

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares6,254 from 6,614

Change-360 (-5%)

Value$481.0K (-$119.7K)

Filed 2026-11-03

Bokf, NA

DECREASED

Shares6,163 from 6,379

Change-216 (-3%)

Value$474.0K (-$105.3K)

Filed 2026-10-27

Swiss Life Asset Management Ltd

UNCHANGED

Shares6,147 from 6,147

Change0 (0%)

Value$472.8K (-$85.5K)

Filed 2026-11-03

MacKenzie Financial Corp

INCREASED

Shares6,125 from 5,200

Change+925 (+18%)

Value$471.1K (-$1.2K)

Filed 2026-11-02

Pinnacle Associates LTD

DECREASED

Shares6,085 from 6,088

Change-3 (0%)

Value$468.0K (-$84.9K)

Filed 2026-10-20

RFG Advisory, LLC

NEW

Shares5,758

Change+5,758

Value$442.9K

Filed 2026-11-03

Assetmark, Inc

DECREASED

Shares5,211 from 5,347

Change-136 (-3%)

Value$400.8K (-$84.8K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares5,117 from 5,376

Change-259 (-5%)

Value$394.0K (-$94.0K)

Filed 2026-11-02

State of Alaska, Department of Revenue

DECREASED

Shares4,893 from 7,540

Change-2,647 (-35%)

Value$376.0K (-$308.0K)

Filed 2026-10-15

First Citizens Bank & Trust Co

DECREASED

Shares4,765 from 11,903

Change-7,138 (-60%)

Value$366.5K (-$714.6K)

Filed 2026-10-14

Choreo, LLC

DECREASED

Shares4,745 from 4,896

Change-151 (-3%)

Value$364.9K (-$79.7K)

Filed 2026-10-28

Montis Financial, LLC

UNCHANGED

Shares4,686 from 4,686

Change0 (0%)

Value$360.4K (-$65.2K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares4,501 from 4,451

Change+50 (+1%)

Value$346.2K (-$58.1K)

Filed 2026-11-06

Exchange Traded Concepts, LLC

NEW

Shares4,385

Change+4,385

Value$337.3K

Filed 2026-10-28

Nykredit A/S

INCREASED

Shares4,376 from 2,795

Change+1,581 (+57%)

Value$336.6K (+$82.7K)

Filed 2026-11-06

Ritholtz Wealth Management

NEW

Shares3,997

Change+3,997

Value$307.4K

Filed 2026-11-05

Savant Capital, LLC

INCREASED

Shares3,920 from 3,001

Change+919 (+31%)

Value$301.5K (+$29.6K)

Filed 2026-11-06

Crossmark Global Holdings, Inc.

DECREASED

Shares3,842 from 3,855

Change-13 (0%)

Value$295.5K (-$54.6K)

Filed 2026-10-21

Securian Asset Management, Inc

UNCHANGED

Shares3,787 from 3,787

Change0 (0%)

Value$291.3K (-$51.0K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares3,753 from 3,764

Change-11 (0%)

Value$288.7K (-$53.2K)

Filed 2026-11-02

American National Bank & Trust

UNCHANGED

Shares3,700 from 3,700

Change0 (0%)

Value$284.6K (-$51.5K)

Filed 2026-10-07

Strs Ohio

DECREASED

Shares3,600 from 4,900

Change-1,300 (-27%)

Value$276.9K (-$168.1K)

Filed 2026-10-30

State of Wyoming

DECREASED

Shares3,501 from 3,795

Change-294 (-8%)

Value$269.3K (-$75.4K)

Filed 2026-10-28

Park Avenue Securities LLC

DECREASED

Shares3,474 from 3,651

Change-177 (-5%)

Value$267.0K (-$65.0K)

Filed 2026-10-26

Daymark Wealth Partners, LLC

DECREASED

Shares3,129 from 3,214

Change-85 (-3%)

Value$240.7K (-$51.2K)

Filed 2026-11-04

Eurizon Capital SGR S.p.A.

NEW

Shares2,945

Change+2,945

Value$229.4K

Filed 2026-11-06

Hohimer Wealth Management, LLC

INCREASED

Shares2,944 from 2,770

Change+174 (+6%)

Value$226.4K (-$25.1K)

Filed 2026-11-04

Appleton Partners Inc

UNCHANGED

Shares2,941 from 2,941

Change0 (0%)

Value$226.0K (-$41.0K)

Filed 2026-10-30

Abel Hall, LLC

DECREASED

Shares2,843 from 2,870

Change-27 (-1%)

Value$218.7K (-$42.0K)

Filed 2026-10-19

Paragon Capital Management Ltd

INCREASED

Shares2,767 from 2,765

Change+2 (+0%)

Value$212.8K (-$38.3K)

Filed 2026-10-09

Rossby Financial, LCC

NEW

Shares2,569

Change+2,569

Value$197.6K

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

NEW

Shares2,518

Change+2,518

Value$193.7K

Filed 2026-10-29

Summit Securities Group LLC

DECREASED

Shares2,500 from 4,500

Change-2,000 (-44%)

Value$192.3K (-$216.4K)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares2,484 from 2,308

Change+176 (+8%)

Value$191.0K (-$18.6K)

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares2,415 from 2,149

Change+266 (+12%)

Value$185.7K (-$9.4K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

INCREASED

Shares2,140 from 1,565

Change+575 (+37%)

Value$164.6K (+$22.5K)

Filed 2026-10-20

Trust Co of Vermont

UNCHANGED

Shares2,040 from 2,040

Change0 (0%)

Value$156.9K (-$28.4K)

Filed 2026-10-21

Signaturefd, LLC

INCREASED

Shares1,954 from 1,361

Change+593 (+44%)

Value$150.3K (+$26.6K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares1,934 from 1,850

Change+84 (+5%)

Value$148.8K (-$19.2K)

Filed 2026-10-08

KBC Group NV

UNCHANGED

Shares1,712 from 1,712

Change0 (0%)

Value$132.0K (-$23.0K)

Filed 2026-10-22

Allworth Financial LP

INCREASED

Shares1,606 from 1,596

Change+10 (+1%)

Value$145.9K (+$908)

Filed 2026-11-06

Hilltop National Bank

UNCHANGED

Shares1,376 from 1,376

Change0 (0%)

Value$105.8K (-$19.1K)

Filed 2026-10-14

Versant Capital Management, Inc

UNCHANGED

Shares1,295 from 1,295

Change0 (0%)

Value$99.6K (-$18.0K)

Filed 2026-10-02

Simplex Trading, LLC

DECREASED

Shares1,053 from 6,472

Change-5,419 (-84%)

Value$81.0K (-$506.8K)

Filed 2026-11-04

UMB Bank, n.a.

DECREASED

Shares1,011 from 1,027

Change-16 (-2%)

Value$77.8K (-$15.5K)

Filed 2026-11-06

Curat Global, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$76.9K (-$13.9K)

Filed 2026-10-26

North Star Investment Management Corp.

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$61.5K (-$11.1K)

Filed 2026-10-27

IFP Advisors, Inc

INCREASED

Shares676 from 673

Change+3 (+0%)

Value$52.0K (-$9.1K)

Filed 2026-10-16

BI Asset Management Fondsmaeglerselskab A/S

UNCHANGED

Shares638 from 638

Change0 (0%)

Value$49.0K (-$9.0K)

Filed 2026-10-22

Harbor Capital Advisors, Inc.

INCREASED

Shares535 from 528

Change+7 (+1%)

Value$41.0K (-$7.0K)

Filed 2026-10-22

First Horizon Corp

UNCHANGED

Shares483 from 483

Change0 (0%)

Value$37.1K (-$6.7K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

DECREASED

Shares378 from 386

Change-8 (-2%)

Value$29.1K (-$6.0K)

Filed 2026-11-04

1620 Investment Advisors, Inc.

UNCHANGED

Shares351 from 351

Change0 (0%)

Value$27.0K (-$4.9K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares345

Change+345

Value$26.5K

Filed 2026-10-21

Private Wealth Management Group, LLC

INCREASED

Shares326 from 46

Change+280 (+609%)

Value$25.1K (+$20.9K)

Filed 2026-10-19

Global X Japan Co., Ltd.

DECREASED

Shares254 from 289

Change-35 (-12%)

Value$19.5K (-$6.7K)

Filed 2026-10-21

Pension & Wealth Management Advisors, Inc.

NEW

Shares249

Change+249

Value$19.2K

Filed 2026-10-16

Bayforest Capital Ltd

NEW

Shares248

Change+248

Value$19.1K

Filed 2026-11-03

WPG Advisers, LLC

DECREASED

Shares248 from 253

Change-5 (-2%)

Value$19.1K (-$3.9K)

Filed 2026-10-27

Wolff Wiese Magana LLC

UNCHANGED

Shares226 from 226

Change0 (0%)

Value$17.4K (-$3.1K)

Filed 2026-10-15

Parkside Financial Bank & Trust

UNCHANGED

Shares216 from 216

Change0 (0%)

Value$16.6K (-$3.0K)

Filed 2026-10-27

Madden Securities Corp

NEW

Shares200

Change+200

Value$15.4K

Filed 2026-10-27

SJS Investment Consulting Inc.

DECREASED

Shares189 from 244

Change-55 (-23%)

Value$14.5K (-$7.6K)

Filed 2026-10-26

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares149 from 172

Change-23 (-13%)

Value$11.5K (-$4.2K)

Filed 2026-10-05

Manchester Capital Management LLC

INCREASED

Shares139 from 137

Change+2 (+1%)

Value$10.7K (-$1.8K)

Filed 2026-10-22

Cedar Mountain Advisors, LLC

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$10.5K (-$1.9K)

Filed 2026-10-15

Central Trust Co

DECREASED

Shares115 from 116

Change-1 (-1%)

Value$8.8K (-$1.7K)

Filed 2026-11-05

Bullock Wealth Management Group

NEW

Shares91

Change+91

Value$6.9K

Filed 2026-10-09

Pathway Financial Advisers, LLC

NEW

Shares72

Change+72

Value$5.5K

Filed 2026-10-27

Elyxium Wealth, LLC

NEW

Shares70

Change+70

Value$5.4K

Filed 2026-10-27

Valued Wealth Advisors LLC

DECREASED

Shares63 from 167

Change-104 (-62%)

Value$4.8K (-$10.3K)

Filed 2026-11-05

GK Wealth Management LLC

NEW

Shares58

Change+58

Value$4.5K

Filed 2026-10-09

Fortitude Family Office, LLC

INCREASED

Shares52 from 50

Change+2 (+4%)

Value$4.0K (-$542)

Filed 2026-10-14

Bell Investment Advisors, Inc

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$3.4K (-$612)

Filed 2026-10-29

Farmers & Merchants Investments Inc

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$3.3K (-$598)

Filed 2026-10-22

Creative Capital Management Investments LLC

INCREASED

Shares39 from 21

Change+18 (+86%)

Value$3.0K (+$1.1K)

Filed 2026-10-28

PFS Partners, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$2.8K (-$482)

Filed 2026-10-21

Jacobi Capital Management LLC

NEW

Shares35

Change+35

Value$2.7K

Filed 2026-11-05

Leonteq Securities AG

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$2.7K (-$487)

Filed 2026-10-29

JFS Wealth Advisors, LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$2.5K (-$459)

Filed 2026-11-03

Torren Management, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$2.1K (-$365)

Filed 2026-10-29

Acumen Wealth Advisors, LLC

NEW

Shares25

Change+25

Value$1.9K

Filed 2026-11-05

Clearstead Advisors, LLC

DECREASED

Shares24 from 1,269

Change-1,245 (-98%)

Value$1.8K (-$113.4K)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

DECREASED

Shares24 from 36

Change-12 (-33%)

Value$1.8K (-$1.4K)

Filed 2026-10-20

Private Trust Co NA

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.8K (-$334)

Filed 2026-10-20

Bare Financial Services, Inc

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$1.8K (-$320)

Filed 2026-11-04

Toth Financial Advisory Corp

NEW

Shares22

Change+22

Value$1.7K

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.7K (-$306)

Filed 2026-10-27

Zions Bancorporation, National Association

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.6K (-$292)

Filed 2026-11-06

Ares Financial Consulting, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.4K (-$251)

Filed 2026-10-19

TD Waterhouse Canada Inc.

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.3K (-$176)

Filed 2026-10-16

First Command Advisory Services, Inc.

DECREASED

Shares16 from 17

Change-1 (-6%)

Value$1.2K (-$313)

Filed 2026-11-05

Larson Financial Group LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.2K (-$222)

Filed 2026-11-05

Essential Partners LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.2K (-$222)

Filed 2026-10-14

Bay Harbor Wealth Management, LLC

INCREASED

Shares14 from 12

Change+2 (+17%)

Value$1.1K (-$13)

Filed 2026-11-03

Silver Grove Financial Group, Inc.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.1K (-$194)

Filed 2026-11-05

Cape Investment Advisory, Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$923 (-$167)

Filed 2026-10-13

Valley National Advisers Inc

NEW

Shares11

Change+11

Value$847

Filed 2026-10-23

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$770 (-$139)

Filed 2026-10-16

SBI Securities Co., Ltd.

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$692 (-$125)

Filed 2026-10-22

True Wealth Design, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$539 (-$97)

Filed 2026-10-13

CoreCap Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$385 (-$69)

Filed 2026-10-08

Proathlete Wealth Management LLC

NEW

Shares3

Change+3

Value$230

Filed 2026-10-15

DecisionPoint Financial, LLC

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$230 (+$56)

Filed 2026-10-27

James T. Borello RIA

DECREASED

Shares3 from 4

Change-1 (-25%)

Value$231 (-$132)

Filed 2026-10-16

Signature Resources Capital Management, LLC

NEW

Shares1

Change+1

Value$77

Filed 2026-10-16

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$74 (-$17)

Filed 2026-10-30

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$77 (-$14)

Filed 2026-10-15

Lloyd Advisory Services, Llc.

NEW

Shares0

Change0

Value$12

Filed 2026-11-02

Jackson Creek Investment Advisors LLC

CLOSED

Shares0 from 13,661

Change-13,661 (-100%)

Value$0 (-$1.2K)

Filed 2026-11-04

West Tower Group, LLC

CLOSED

Shares0 from 10,681

Change-10,681 (-100%)

Value$0 (-$970.0K)

Filed 2026-10-14

SummerHaven Investment Management, LLC

CLOSED

Shares0 from 9,237

Change-9,237 (-100%)

Value$0 (-$838.9K)

Filed 2026-10-19

Imc-Chicago, LLC

CLOSED

Shares0 from 6,206

Change-6,206 (-100%)

Value$0 (-$563.6K)

Filed 2026-11-05

Florida Trust Wealth Management Co

CLOSED

Shares0 from 6,024

Change-6,024 (-100%)

Value$0 (-$547.1K)

Filed 2026-11-05

MGO One Seven LLC

CLOSED

Shares0 from 4,419

Change-4,419 (-100%)

Value$0 (-$401.3K)

Filed 2026-10-28

Jefferies Financial Group Inc.

CLOSED

Shares0 from 4,218

Change-4,218 (-100%)

Value$0 (-$383.1K)

Filed 2026-11-05

Prospera Financial Services Inc

CLOSED

Shares0 from 2,977

Change-2,977 (-100%)

Value$0 (-$270.4K)

Filed 2026-11-04

Aspen Investment Management Inc

CLOSED

Shares0 from 2,750

Change-2,750 (-100%)

Value$0 (-$250.0K)

Filed 2026-11-05

HB Wealth Management, LLC

CLOSED

Shares0 from 2,633

Change-2,633 (-100%)

Value$0 (-$239.1K)

Filed 2026-10-23

Vise Technologies, Inc.

CLOSED

Shares0 from 2,260

Change-2,260 (-100%)

Value$0 (-$205.3K)

Filed 2026-10-29

Covestor Ltd

CLOSED

Shares0 from 1,462

Change-1,462 (-100%)

Value$0 (-$133.0K)

Filed 2026-10-30

Trust Co of Toledo NA

CLOSED

Shares0 from 217

Change-217 (-100%)

Value$0 (-$19.7K)

Filed 2026-10-16

Founders Capital Management

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$18.2K)

Filed 2026-10-13

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 185

Change-185 (-100%)

Value$0 (-$16.8K)

Filed 2026-10-26

AdvisorNet Financial, Inc

CLOSED

Shares0 from 168

Change-168 (-100%)

Value$0 (-$15.3K)

Filed 2026-10-15

Evermay Wealth Management LLC

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$9.2K)

Filed 2026-11-05

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 57

Change-57 (-100%)

Value$0 (-$5.2K)

Filed 2026-10-27

Kelleher Financial Advisors

CLOSED

Shares0 from 45

Change-45 (-100%)

Value$0 (-$4.1K)

Filed 2026-10-30

Cornerstone Planning Group LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-16

Avion Wealth

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 ($0)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-04

Fulcrum Asset Management LLP

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$361)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 6,973,153

Change-6,973,153 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 3,345,689

Change-3,345,689 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,076,935

Change-3,076,935 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,768,176

Change-2,768,176 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 2,416,471

Change-2,416,471 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,321,142

Change-2,321,142 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,165,434

Change-2,165,434 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 2,003,514

Change-2,003,514 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,660,122

Change-1,660,122 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,560,741

Change-1,560,741 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,403,988

Change-1,403,988 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 1,203,052

Change-1,203,052 (-100%)

Value—

Snyder Capital Management L P

N/A

Shares— from 900,275

Change-900,275 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 870,098

Change-870,098 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 837,068

Change-837,068 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 824,468

Change-824,468 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 701,255

Change-701,255 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 649,836

Change-649,836 (-100%)

Value—

Norges Bank

N/A

Shares— from 574,305

Change-574,305 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 531,539

Change-531,539 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 511,514

Change-511,514 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 489,254

Change-489,254 (-100%)

Value—

UBS Group AG

N/A

Shares— from 487,308

Change-487,308 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 425,829

Change-425,829 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 343,921

Change-343,921 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 336,585

Change-336,585 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 299,570

Change-299,570 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 297,529

Change-297,529 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 285,527

Change-285,527 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 252,655

Change-252,655 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 208,450

Change-208,450 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 198,143

Change-198,143 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 192,076

Change-192,076 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 187,806

Change-187,806 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 183,849

Change-183,849 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 173,187

Change-173,187 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 144,524

Change-144,524 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 133,661

Change-133,661 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 122,105

Change-122,105 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 115,560

Change-115,560 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 110,259

Change-110,259 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 106,888

Change-106,888 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 104,800

Change-104,800 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 99,026

Change-99,026 (-100%)

Value—

Caisse de Depot ET Placement DU Quebec

N/A

Shares— from 95,889

Change-95,889 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 86,707

Change-86,707 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 83,422

Change-83,422 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 78,591

Change-78,591 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 75,970

Change-75,970 (-100%)

Value—

Aureus Asset Management, LLC

N/A

Shares— from 67,080

Change-67,080 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 66,868

Change-66,868 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 66,437

Change-66,437 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 64,192

Change-64,192 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 61,588

Change-61,588 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 59,422

Change-59,422 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 55,393

Change-55,393 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 54,422

Change-54,422 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 54,388

Change-54,388 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 50,798

Change-50,798 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 50,719

Change-50,719 (-100%)

Value—

Man Group plc

N/A

Shares— from 47,451

Change-47,451 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 47,424

Change-47,424 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 47,211

Change-47,211 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 46,692

Change-46,692 (-100%)

Value—

1492 Capital Management LLC

N/A

Shares— from 44,101

Change-44,101 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 43,972

Change-43,972 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 42,980

Change-42,980 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 41,168

Change-41,168 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 39,436

Change-39,436 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 34,651

Change-34,651 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 34,306

Change-34,306 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 33,364

Change-33,364 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 30,355

Change-30,355 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 26,847

Change-26,847 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 26,531

Change-26,531 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 26,400

Change-26,400 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 25,599

Change-25,599 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 25,155

Change-25,155 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 23,490

Change-23,490 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 23,391

Change-23,391 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 23,283

Change-23,283 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 21,493

Change-21,493 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 21,025

Change-21,025 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 20,264

Change-20,264 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 20,245

Change-20,245 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 18,575

Change-18,575 (-100%)

Value—

Ironwood Investment Management LLC

N/A

Shares— from 17,998

Change-17,998 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 17,880

Change-17,880 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 17,117

Change-17,117 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 16,876

Change-16,876 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 16,376

Change-16,376 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 15,721

Change-15,721 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 15,414

Change-15,414 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 15,371

Change-15,371 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 15,055

Change-15,055 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 14,813

Change-14,813 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 14,679

Change-14,679 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 14,243

Change-14,243 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 14,205

Change-14,205 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 13,712

Change-13,712 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 13,573

Change-13,573 (-100%)

Value—

&partners

N/A

Shares— from 13,549

Change-13,549 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 13,185

Change-13,185 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 13,152

Change-13,152 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 13,136

Change-13,136 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 13,033

Change-13,033 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 12,899

Change-12,899 (-100%)

Value—

Old West Investment Management, LLC

N/A

Shares— from 12,326

Change-12,326 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,188

Change-12,188 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 12,109

Change-12,109 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 11,893

Change-11,893 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 11,612

Change-11,612 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 11,530

Change-11,530 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,360

Change-11,360 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 11,285

Change-11,285 (-100%)

Value—

1ST Source Bank

N/A

Shares— from 11,128

Change-11,128 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 11,028

Change-11,028 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,242

Change-10,242 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 9,830

Change-9,830 (-100%)

Value—

SIG Brokerage, LP

N/A

Shares— from 9,759

Change-9,759 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 9,650

Change-9,650 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,360

Change-9,360 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 9,355

Change-9,355 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 9,200

Change-9,200 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 9,022

Change-9,022 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,859

Change-8,859 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 8,854

Change-8,854 (-100%)

Value—

Morningstar Investment Management LLC

N/A

Shares— from 8,681

Change-8,681 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 8,493

Change-8,493 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 7,720

Change-7,720 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 7,665

Change-7,665 (-100%)

Value—

Pinpoint Asset Management (Singapore) Pte. Ltd.

N/A

Shares— from 7,540

Change-7,540 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 7,440

Change-7,440 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 7,062

Change-7,062 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 6,639

Change-6,639 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 6,495

Change-6,495 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 6,330

Change-6,330 (-100%)

Value—

Nwam LLC

N/A

Shares— from 6,086

Change-6,086 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 5,713

Change-5,713 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 5,712

Change-5,712 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 5,641

Change-5,641 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 5,584

Change-5,584 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 5,572

Change-5,572 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,536

Change-5,536 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,494

Change-5,494 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,360

Change-5,360 (-100%)

Value—

JMN Financial LLC

N/A

Shares— from 5,305

Change-5,305 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,888

Change-4,888 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 4,467

Change-4,467 (-100%)

Value—

Klingenstein Fields & Co LP

N/A

Shares— from 4,105

Change-4,105 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 4,003

Change-4,003 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 3,933

Change-3,933 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 3,871

Change-3,871 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 3,712

Change-3,712 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 3,637

Change-3,637 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,510

Change-3,510 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 3,433

Change-3,433 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 3,162

Change-3,162 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 3,046

Change-3,046 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 2,944

Change-2,944 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 2,908

Change-2,908 (-100%)

Value—

Lakeridge Wealth Management LLC

N/A

Shares— from 2,835

Change-2,835 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,665

Change-2,665 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 2,497

Change-2,497 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 2,496

Change-2,496 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 2,357

Change-2,357 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,319

Change-2,319 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 2,289

Change-2,289 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 2,211

Change-2,211 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 2,153

Change-2,153 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 1,334

Change-1,334 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,191

Change-1,191 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,142

Change-1,142 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,056

Change-1,056 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 1,029

Change-1,029 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 971

Change-971 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 863

Change-863 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 594

Change-594 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 363

Change-363 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 363

Change-363 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 345

Change-345 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 308

Change-308 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 306

Change-306 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 300

Change-300 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 255

Change-255 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 146

Change-146 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 142

Change-142 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 123

Change-123 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 122

Change-122 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 122

Change-122 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 99

Change-99 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 91

Change-91 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 90

Change-90 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 88

Change-88 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 75

Change-75 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 67

Change-67 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 63

Change-63 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 29

Change-29 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 25

Change-25 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 23

Change-23 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 18

Change-18 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 12

Change-12 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 9

Change-9 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 9

Change-9 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 6

Change-6 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 6

Change-6 (-100%)

Value—

Cordant, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,121,525	1,926,205	+195,320	+10%	$174.9M	$163.2M	-$11.8M	2026-11-04
Geode Capital Management, LLC	DECREASED	1,772,696	1,778,678	-5,982	0%	$161.6M	$136.4M	-$25.2M	2026-11-06
LSV Asset Management	INCREASED	888,277	800,484	+87,793	+11%	$72.7M	$68.3M	-$4.4M	2026-11-06
Bank of New York Mellon Corp	DECREASED	623,348	632,518	-9,170	-1%	$57.4M	$47.9M	-$9.5M	2026-11-05
Lightrock Netherlands B.V.	INCREASED	429,490	382,779	+46,711	+12%	$32.2M	$27.6M	-$4.7M	2026-11-06
ProShare Advisors LLC	DECREASED	319,507	373,175	-53,668	-14%	$33.9M	$24.6M	-$9.3M	2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP	INCREASED	284,184	283,684	+500	+0%	$25.8M	$21.9M	-$3.9M	2026-10-23
William Blair Investment Management, LLC	INCREASED	220,897	185,077	+35,820	+19%	$16.8M	$17.0M	+$180.5K	2026-11-06
Leeward Investments, LLC - MA	DECREASED	207,597	220,156	-12,559	-6%	$20.0M	$16.0M	-$4.0M	2026-10-23
Eastern Bank	DECREASED	200,300	202,300	-2,000	-1%	$18.4M	$15.4M	-$3.0M	2026-10-05
Creative Planning	INCREASED	195,933	185,488	+10,445	+6%	$16.8M	$15.1M	-$1.8M	2026-11-02
Principal Financial Group Inc	INCREASED	185,166	183,745	+1,421	+1%	$16.7M	$14.2M	-$2.4M	2026-11-02
Fiera Capital Corp	INCREASED	131,410	128,919	+2,491	+2%	$11.7M	$10.1M	-$1.6M	2026-11-06
Barclays PLC	INCREASED	80,851	17,476	+63,375	+363%	$1.6M	$6.2M	+$4.6M	2026-11-06
Citigroup Inc	DECREASED	59,139	88,904	-29,765	-33%	$8.1M	$4.5M	-$3.5M	2026-11-04
New York State Teachers Retirement System	DECREASED	55,425	56,056	-631	-1%	$5.1M	$4.3M	-$828.0K	2026-10-22
Oppenheimer Asset Management Inc.	INCREASED	54,129	49,852	+4,277	+9%	$4.5M	$4.2M	-$364.5K	2026-10-27
Retirement Systems of Alabama	DECREASED	53,255	53,390	-135	0%	$4.8M	$4.1M	-$753.0K	2026-11-04
Deutsche Bank Ag\	DECREASED	51,147	55,412	-4,265	-8%	$5.0M	$3.9M	-$1.1M	2026-11-06
Ballast Asset Management, LP	DECREASED	50,956	52,510	-1,554	-3%	$4.8M	$3.9M	-$849.9K	2026-11-04
Fifth Third Bancorp	DECREASED	50,299	52,748	-2,449	-5%	$4.8M	$3.9M	-$922.1K	2026-11-05
Russell Investments Group, Ltd.	DECREASED	42,204	43,255	-1,051	-2%	$3.9M	$3.2M	-$682.5K	2026-11-06
Moran Wealth Management, LLC	INCREASED	28,508	27,996	+512	+2%	$2.5M	$2.2M	-$350.0K	2026-10-22
Riverwater Partners LLC	UNCHANGED	24,917	24,917	0	0%	$2.3M	$1.9M	-$346.6K	2026-11-03
Polaris Capital Management, LLC	DECREASED	23,073	26,273	-3,200	-12%	$2.4M	$1.8M	-$611.6K	2026-10-21
Isthmus Partners, LLC	DECREASED	22,240	22,333	-93	0%	$2.0M	$1.7M	-$317.8K	2026-10-21
Amalgamated Bank	INCREASED	22,142	21,934	+208	+1%	$2.0M	$1.7M	-$289.0K	2026-10-23
Thrivent Financial for Lutherans	INCREASED	20,642	11,463	+9,179	+80%	$1.0M	$1.6M	+$546.0K	2026-11-05
Virginia Retirement Systems ET Al	DECREASED	19,208	20,708	-1,500	-7%	$1.9M	$1.5M	-$403.4K	2026-10-28
Mutual of America Capital Management LLC	DECREASED	18,300	18,656	-356	-2%	$1.7M	$1.4M	-$286.9K	2026-10-23
Cascade Investment Advisors, Inc.	INCREASED	17,255	16,685	+570	+3%	$1.5M	$1.3M	-$188.3K	2026-11-02
Louisiana State Employees Retirement System	INCREASED	15,300	15,100	+200	+1%	$1.4M	$1.2M	-$194.7K	2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	15,145	14,541	+604	+4%	$1.3M	$1.2M	-$155.8K	2026-11-05
LPL Financial LLC	DECREASED	15,065	18,464	-3,399	-18%	$1.7M	$1.2M	-$518.2K	2026-11-06
Moody Lynn Lieberson & Walker, LLC	UNCHANGED	15,000	15,000	0	0%	$1.4M	$1.2M	-$208.7K	2026-10-14
State of New Jersey Common Pension Fund D	INCREASED	14,645	13,583	+1,062	+8%	$1.2M	$1.1M	-$107.3K	2026-11-05
Arizona State Retirement System	INCREASED	14,540	14,409	+131	+1%	$1.3M	$1.1M	-$190.4K	2026-11-03
Yousif Capital Management, LLC	DECREASED	14,086	14,965	-879	-6%	$1.4M	$1.1M	-$275.8K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	12,324	12,358	-34	0%	$1.1M	$947.8K	-$174.5K	2026-11-03
Wealth Enhancement Advisory Services, LLC	DECREASED	12,277	12,661	-384	-3%	$1.1M	$928.2K	-$177.3K	2026-10-13
State of Michigan Retirement System	UNCHANGED	12,065	12,065	0	0%	$1.1M	$927.9K	-$167.8K	2026-10-27
New Mexico Educational Retirement Board	UNCHANGED	11,500	11,500	0	0%	$1.0M	$884.0K	-$160.0K	2026-11-05
US Bancorp \de\	DECREASED	10,912	10,964	-52	0%	$995.8K	$839.2K	-$156.5K	2026-11-05
Oregon Public Employees Retirement Fund	INCREASED	10,729	10,714	+15	+0%	$973.0K	$825.2K	-$147.9K	2026-10-30
Atria Investments, Inc	DECREASED	10,577	10,817	-240	-2%	$982.4K	$813.5K	-$168.9K	2026-10-15
Wilmington Savings Fund Society, FSB	UNCHANGED	9,592	9,592	0	0%	$871.1K	$737.7K	-$133.4K	2026-10-23
Verdence Capital Advisors LLC	INCREASED	9,484	9,372	+112	+1%	$851.2K	$729.4K	-$121.8K	2026-10-26
Pictet Asset Management Holding SA	UNCHANGED	8,526	8,526	0	0%	$774.3K	$655.7K	-$118.6K	2026-11-03
Baron Wealth Management LLC	DECREASED	8,317	8,512	-195	-2%	$773.1K	$639.6K	-$133.5K	2026-10-27
Inspire Investing, LLC	INCREASED	8,251	7,467	+784	+11%	$678.2K	$634.6K	-$43.6K	2026-10-22
Boston Trust Walden Corp	UNCHANGED	7,733	7,733	0	0%	$702.3K	$594.7K	-$107.6K	2026-10-30
Midwest Trust Co	DECREASED	7,504	7,768	-264	-3%	$705.5K	$577.1K	-$128.4K	2026-10-22
Mengis Capital Management, Inc.	UNCHANGED	7,500	7,500	0	0%	$681.2K	$576.8K	-$104.3K	2026-10-13
Xponance LLC	DECREASED	7,277	7,649	-372	-5%	$694.7K	$559.7K	-$135.0K	2026-11-03
DekaBank Deutsche Girozentrale	INCREASED	7,069	1,944	+5,125	+264%	$147	$548.0K	+$547.9K	2026-10-27
Sterling Capital Management LLC	INCREASED	6,954	3,197	+3,757	+118%	$290.4K	$534.8K	+$244.5K	2026-10-22
Blue Trust, Inc.	DECREASED	6,717	6,732	-15	0%	$611.4K	$516.6K	-$94.8K	2026-10-15
Mirae Asset Global Investments Co., Ltd.	DECREASED	6,254	6,614	-360	-5%	$600.7K	$481.0K	-$119.7K	2026-11-03
Bokf, NA	DECREASED	6,163	6,379	-216	-3%	$579.3K	$474.0K	-$105.3K	2026-10-27
Swiss Life Asset Management Ltd	UNCHANGED	6,147	6,147	0	0%	$558.3K	$472.8K	-$85.5K	2026-11-03
MacKenzie Financial Corp	INCREASED	6,125	5,200	+925	+18%	$472.3K	$471.1K	-$1.2K	2026-11-02
Pinnacle Associates LTD	DECREASED	6,085	6,088	-3	0%	$552.9K	$468.0K	-$84.9K	2026-10-20
RFG Advisory, LLC	NEW	5,758	—	+5,758	—	—	$442.9K	—	2026-11-03
Assetmark, Inc	DECREASED	5,211	5,347	-136	-3%	$485.6K	$400.8K	-$84.8K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	5,117	5,376	-259	-5%	$488.0K	$394.0K	-$94.0K	2026-11-02
State of Alaska, Department of Revenue	DECREASED	4,893	7,540	-2,647	-35%	$684.0K	$376.0K	-$308.0K	2026-10-15
First Citizens Bank & Trust Co	DECREASED	4,765	11,903	-7,138	-60%	$1.1M	$366.5K	-$714.6K	2026-10-14
Choreo, LLC	DECREASED	4,745	4,896	-151	-3%	$444.7K	$364.9K	-$79.7K	2026-10-28
Montis Financial, LLC	UNCHANGED	4,686	4,686	0	0%	$425.6K	$360.4K	-$65.2K	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	4,501	4,451	+50	+1%	$404.3K	$346.2K	-$58.1K	2026-11-06
Exchange Traded Concepts, LLC	NEW	4,385	—	+4,385	—	—	$337.3K	—	2026-10-28
Nykredit A/S	INCREASED	4,376	2,795	+1,581	+57%	$253.8K	$336.6K	+$82.7K	2026-11-06
Ritholtz Wealth Management	NEW	3,997	—	+3,997	—	—	$307.4K	—	2026-11-05
Savant Capital, LLC	INCREASED	3,920	3,001	+919	+31%	$271.9K	$301.5K	+$29.6K	2026-11-06
Crossmark Global Holdings, Inc.	DECREASED	3,842	3,855	-13	0%	$350.1K	$295.5K	-$54.6K	2026-10-21
Securian Asset Management, Inc	UNCHANGED	3,787	3,787	0	0%	$342.3K	$291.3K	-$51.0K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	3,753	3,764	-11	0%	$341.9K	$288.7K	-$53.2K	2026-11-02
American National Bank & Trust	UNCHANGED	3,700	3,700	0	0%	$336.0K	$284.6K	-$51.5K	2026-10-07
Strs Ohio	DECREASED	3,600	4,900	-1,300	-27%	$445.0K	$276.9K	-$168.1K	2026-10-30
State of Wyoming	DECREASED	3,501	3,795	-294	-8%	$344.7K	$269.3K	-$75.4K	2026-10-28
Park Avenue Securities LLC	DECREASED	3,474	3,651	-177	-5%	$332.0K	$267.0K	-$65.0K	2026-10-26
Daymark Wealth Partners, LLC	DECREASED	3,129	3,214	-85	-3%	$291.9K	$240.7K	-$51.2K	2026-11-04
Eurizon Capital SGR S.p.A.	NEW	2,945	—	+2,945	—	—	$229.4K	—	2026-11-06
Hohimer Wealth Management, LLC	INCREASED	2,944	2,770	+174	+6%	$251.6K	$226.4K	-$25.1K	2026-11-04
Appleton Partners Inc	UNCHANGED	2,941	2,941	0	0%	$267.0K	$226.0K	-$41.0K	2026-10-30
Abel Hall, LLC	DECREASED	2,843	2,870	-27	-1%	$260.7K	$218.7K	-$42.0K	2026-10-19
Paragon Capital Management Ltd	INCREASED	2,767	2,765	+2	+0%	$251.1K	$212.8K	-$38.3K	2026-10-09
Rossby Financial, LCC	NEW	2,569	—	+2,569	—	—	$197.6K	—	2026-11-05
Caitong International Asset Management Co., Ltd	NEW	2,518	—	+2,518	—	—	$193.7K	—	2026-10-29
Summit Securities Group LLC	DECREASED	2,500	4,500	-2,000	-44%	$408.7K	$192.3K	-$216.4K	2026-11-05
Parallel Advisors, LLC	INCREASED	2,484	2,308	+176	+8%	$209.6K	$191.0K	-$18.6K	2026-11-03
Gamma Investing LLC	INCREASED	2,415	2,149	+266	+12%	$195.2K	$185.7K	-$9.4K	2026-10-08
Nisa Investment Advisors, LLC	INCREASED	2,140	1,565	+575	+37%	$142.1K	$164.6K	+$22.5K	2026-10-20
Trust Co of Vermont	UNCHANGED	2,040	2,040	0	0%	$185.3K	$156.9K	-$28.4K	2026-10-21
Signaturefd, LLC	INCREASED	1,954	1,361	+593	+44%	$123.6K	$150.3K	+$26.6K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	1,934	1,850	+84	+5%	$168.0K	$148.8K	-$19.2K	2026-10-08
KBC Group NV	UNCHANGED	1,712	1,712	0	0%	$155.0K	$132.0K	-$23.0K	2026-10-22
Allworth Financial LP	INCREASED	1,606	1,596	+10	+1%	$144.9K	$145.9K	+$908	2026-11-06
Hilltop National Bank	UNCHANGED	1,376	1,376	0	0%	$125.0K	$105.8K	-$19.1K	2026-10-14
Versant Capital Management, Inc	UNCHANGED	1,295	1,295	0	0%	$117.6K	$99.6K	-$18.0K	2026-10-02
Simplex Trading, LLC	DECREASED	1,053	6,472	-5,419	-84%	$587.8K	$81.0K	-$506.8K	2026-11-04
UMB Bank, n.a.	DECREASED	1,011	1,027	-16	-2%	$93.3K	$77.8K	-$15.5K	2026-11-06
Curat Global, LLC	UNCHANGED	1,000	1,000	0	0%	$90.8K	$76.9K	-$13.9K	2026-10-26
North Star Investment Management Corp.	UNCHANGED	800	800	0	0%	$72.7K	$61.5K	-$11.1K	2026-10-27
IFP Advisors, Inc	INCREASED	676	673	+3	+0%	$61.1K	$52.0K	-$9.1K	2026-10-16
BI Asset Management Fondsmaeglerselskab A/S	UNCHANGED	638	638	0	0%	$58.0K	$49.0K	-$9.0K	2026-10-22
Harbor Capital Advisors, Inc.	INCREASED	535	528	+7	+1%	$48.0K	$41.0K	-$7.0K	2026-10-22
First Horizon Corp	UNCHANGED	483	483	0	0%	$43.9K	$37.1K	-$6.7K	2026-10-26
EverSource Wealth Advisors, LLC	DECREASED	378	386	-8	-2%	$35.1K	$29.1K	-$6.0K	2026-11-04
1620 Investment Advisors, Inc.	UNCHANGED	351	351	0	0%	$31.9K	$27.0K	-$4.9K	2026-11-04
Root Financial Partners, LLC	NEW	345	—	+345	—	—	$26.5K	—	2026-10-21
Private Wealth Management Group, LLC	INCREASED	326	46	+280	+609%	$4.2K	$25.1K	+$20.9K	2026-10-19
Global X Japan Co., Ltd.	DECREASED	254	289	-35	-12%	$26.2K	$19.5K	-$6.7K	2026-10-21
Pension & Wealth Management Advisors, Inc.	NEW	249	—	+249	—	—	$19.2K	—	2026-10-16
Bayforest Capital Ltd	NEW	248	—	+248	—	—	$19.1K	—	2026-11-03
WPG Advisers, LLC	DECREASED	248	253	-5	-2%	$23.0K	$19.1K	-$3.9K	2026-10-27
Wolff Wiese Magana LLC	UNCHANGED	226	226	0	0%	$20.5K	$17.4K	-$3.1K	2026-10-15
Parkside Financial Bank & Trust	UNCHANGED	216	216	0	0%	$19.6K	$16.6K	-$3.0K	2026-10-27
Madden Securities Corp	NEW	200	—	+200	—	—	$15.4K	—	2026-10-27
SJS Investment Consulting Inc.	DECREASED	189	244	-55	-23%	$22.2K	$14.5K	-$7.6K	2026-10-26
MassMutual Private Wealth & Trust, FSB	DECREASED	149	172	-23	-13%	$15.6K	$11.5K	-$4.2K	2026-10-05
Manchester Capital Management LLC	INCREASED	139	137	+2	+1%	$12.4K	$10.7K	-$1.8K	2026-10-22
Cedar Mountain Advisors, LLC	UNCHANGED	137	137	0	0%	$12.4K	$10.5K	-$1.9K	2026-10-15
Central Trust Co	DECREASED	115	116	-1	-1%	$10.5K	$8.8K	-$1.7K	2026-11-05
Bullock Wealth Management Group	NEW	91	—	+91	—	—	$6.9K	—	2026-10-09
Pathway Financial Advisers, LLC	NEW	72	—	+72	—	—	$5.5K	—	2026-10-27
Elyxium Wealth, LLC	NEW	70	—	+70	—	—	$5.4K	—	2026-10-27
Valued Wealth Advisors LLC	DECREASED	63	167	-104	-62%	$15.2K	$4.8K	-$10.3K	2026-11-05
GK Wealth Management LLC	NEW	58	—	+58	—	—	$4.5K	—	2026-10-09
Fortitude Family Office, LLC	INCREASED	52	50	+2	+4%	$4.5K	$4.0K	-$542	2026-10-14
Bell Investment Advisors, Inc	UNCHANGED	44	44	0	0%	$4.0K	$3.4K	-$612	2026-10-29
Farmers & Merchants Investments Inc	UNCHANGED	43	43	0	0%	$3.9K	$3.3K	-$598	2026-10-22
Creative Capital Management Investments LLC	INCREASED	39	21	+18	+86%	$1.9K	$3.0K	+$1.1K	2026-10-28
PFS Partners, LLC	UNCHANGED	36	36	0	0%	$3.3K	$2.8K	-$482	2026-10-21
Jacobi Capital Management LLC	NEW	35	—	+35	—	—	$2.7K	—	2026-11-05
Leonteq Securities AG	UNCHANGED	35	35	0	0%	$3.2K	$2.7K	-$487	2026-10-29
JFS Wealth Advisors, LLC	UNCHANGED	33	33	0	0%	$3.0K	$2.5K	-$459	2026-11-03
Torren Management, LLC	UNCHANGED	27	27	0	0%	$2.5K	$2.1K	-$365	2026-10-29
Acumen Wealth Advisors, LLC	NEW	25	—	+25	—	—	$1.9K	—	2026-11-05
Clearstead Advisors, LLC	DECREASED	24	1,269	-1,245	-98%	$115.2K	$1.8K	-$113.4K	2026-11-06
Physician Wealth Advisors, Inc.	DECREASED	24	36	-12	-33%	$3.3K	$1.8K	-$1.4K	2026-10-20
Private Trust Co NA	UNCHANGED	24	24	0	0%	$2.2K	$1.8K	-$334	2026-10-20
Bare Financial Services, Inc	UNCHANGED	23	23	0	0%	$2.1K	$1.8K	-$320	2026-11-04
Toth Financial Advisory Corp	NEW	22	—	+22	—	—	$1.7K	—	2026-10-08
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	22	22	0	0%	$2.0K	$1.7K	-$306	2026-10-27
Zions Bancorporation, National Association	UNCHANGED	21	21	0	0%	$1.9K	$1.6K	-$292	2026-11-06
Ares Financial Consulting, LLC	UNCHANGED	18	18	0	0%	$1.6K	$1.4K	-$251	2026-10-19
TD Waterhouse Canada Inc.	UNCHANGED	17	17	0	0%	$1.5K	$1.3K	-$176	2026-10-16
First Command Advisory Services, Inc.	DECREASED	16	17	-1	-6%	$1.5K	$1.2K	-$313	2026-11-05
Larson Financial Group LLC	UNCHANGED	16	16	0	0%	$1.5K	$1.2K	-$222	2026-11-05
Essential Partners LLC	UNCHANGED	16	16	0	0%	$1.5K	$1.2K	-$222	2026-10-14
Bay Harbor Wealth Management, LLC	INCREASED	14	12	+2	+17%	$1.1K	$1.1K	-$13	2026-11-03
Silver Grove Financial Group, Inc.	UNCHANGED	14	14	0	0%	$1.3K	$1.1K	-$194	2026-11-05
Cape Investment Advisory, Inc.	UNCHANGED	12	12	0	0%	$1.1K	$923	-$167	2026-10-13
Valley National Advisers Inc	NEW	11	—	+11	—	—	$847	—	2026-10-23
DiNuzzo Private Wealth, Inc.	UNCHANGED	10	10	0	0%	$909	$770	-$139	2026-10-16
SBI Securities Co., Ltd.	UNCHANGED	9	9	0	0%	$817	$692	-$125	2026-10-22
True Wealth Design, LLC	UNCHANGED	7	7	0	0%	$636	$539	-$97	2026-10-13
CoreCap Advisors, LLC	UNCHANGED	5	5	0	0%	$454	$385	-$69	2026-10-08
Proathlete Wealth Management LLC	NEW	3	—	+3	—	—	$230	—	2026-10-15
DecisionPoint Financial, LLC	INCREASED	3	2	+1	+50%	$174	$230	+$56	2026-10-27
James T. Borello RIA	DECREASED	3	4	-1	-25%	$363	$231	-$132	2026-10-16
Signature Resources Capital Management, LLC	NEW	1	—	+1	—	—	$77	—	2026-10-16
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$91	$74	-$17	2026-10-30
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$91	$77	-$14	2026-10-15
Lloyd Advisory Services, Llc.	NEW	0	—	0	—	—	$12	—	2026-11-02
Jackson Creek Investment Advisors LLC	CLOSED	0	13,661	-13,661	-100%	$1.2K	$0	-$1.2K	2026-11-04
West Tower Group, LLC	CLOSED	0	10,681	-10,681	-100%	$970.0K	$0	-$970.0K	2026-10-14
SummerHaven Investment Management, LLC	CLOSED	0	9,237	-9,237	-100%	$838.9K	$0	-$838.9K	2026-10-19
Imc-Chicago, LLC	CLOSED	0	6,206	-6,206	-100%	$563.6K	$0	-$563.6K	2026-11-05
Florida Trust Wealth Management Co	CLOSED	0	6,024	-6,024	-100%	$547.1K	$0	-$547.1K	2026-11-05
MGO One Seven LLC	CLOSED	0	4,419	-4,419	-100%	$401.3K	$0	-$401.3K	2026-10-28
Jefferies Financial Group Inc.	CLOSED	0	4,218	-4,218	-100%	$383.1K	$0	-$383.1K	2026-11-05
Prospera Financial Services Inc	CLOSED	0	2,977	-2,977	-100%	$270.4K	$0	-$270.4K	2026-11-04
Aspen Investment Management Inc	CLOSED	0	2,750	-2,750	-100%	$250.0K	$0	-$250.0K	2026-11-05
HB Wealth Management, LLC	CLOSED	0	2,633	-2,633	-100%	$239.1K	$0	-$239.1K	2026-10-23
Vise Technologies, Inc.	CLOSED	0	2,260	-2,260	-100%	$205.3K	$0	-$205.3K	2026-10-29
Covestor Ltd	CLOSED	0	1,462	-1,462	-100%	$133.0K	$0	-$133.0K	2026-10-30
Trust Co of Toledo NA	CLOSED	0	217	-217	-100%	$19.7K	$0	-$19.7K	2026-10-16
Founders Capital Management	CLOSED	0	200	-200	-100%	$18.2K	$0	-$18.2K	2026-10-13
Vermillion Wealth Management, Inc.	CLOSED	0	185	-185	-100%	$16.8K	$0	-$16.8K	2026-10-26
AdvisorNet Financial, Inc	CLOSED	0	168	-168	-100%	$15.3K	$0	-$15.3K	2026-10-15
Evermay Wealth Management LLC	CLOSED	0	101	-101	-100%	$9.2K	$0	-$9.2K	2026-11-05
Cassaday & Co Wealth Management LLC	CLOSED	0	57	-57	-100%	$5.2K	$0	-$5.2K	2026-10-27
Kelleher Financial Advisors	CLOSED	0	45	-45	-100%	$4.1K	$0	-$4.1K	2026-10-30
Cornerstone Planning Group LLC	CLOSED	0	13	-13	-100%	$1.2K	$0	-$1.2K	2026-10-16
Avion Wealth	CLOSED	0	8	-8	-100%	$0	$0	$0	2026-11-04
Navigoe, LLC	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-04
Fulcrum Asset Management LLP	CLOSED	0	4	-4	-100%	$361	$0	-$361	2026-11-04
BlackRock, Inc.	N/A	—	6,973,153	-6,973,153	-100%	$633.3M	—	—	—
Earnest Partners LLC	N/A	—	3,345,689	-3,345,689	-100%	$303.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,076,935	-3,076,935	-100%	$279.4M	—	—	—
American Century Companies Inc	N/A	—	2,768,176	-2,768,176	-100%	$251.4M	—	—	—
Wellington Management Group LLP	N/A	—	2,416,471	-2,416,471	-100%	$219.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,321,142	-2,321,142	-100%	$210.8M	—	—	—
State Street Corp	N/A	—	2,165,434	-2,165,434	-100%	$196.7M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	2,003,514	-2,003,514	-100%	$182.0M	—	—	—
Bank of America Corp	N/A	—	1,660,122	-1,660,122	-100%	$150.8M	—	—	—
FMR LLC	N/A	—	1,560,741	-1,560,741	-100%	$141.7M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	1,403,988	-1,403,988	-100%	$127.5M	—	—	—
SEI Investments Co	N/A	—	1,203,052	-1,203,052	-100%	$109.3M	—	—	—
Snyder Capital Management L P	N/A	—	900,275	-900,275	-100%	$81.8M	—	—	—
AQR Capital Management LLC	N/A	—	870,098	-870,098	-100%	$79.0M	—	—	—
Morgan Stanley	N/A	—	837,068	-837,068	-100%	$76.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	824,468	-824,468	-100%	$74.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	701,255	-701,255	-100%	$63.7M	—	—	—
Northern Trust Corp	N/A	—	649,836	-649,836	-100%	$59.0M	—	—	—
Norges Bank	N/A	—	574,305	-574,305	-100%	$52.2M	—	—	—
Fiduciary Trust Co	N/A	—	531,539	-531,539	-100%	$48.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	511,514	-511,514	-100%	$46.5M	—	—	—
Millennium Management LLC	N/A	—	489,254	-489,254	-100%	$44.4M	—	—	—
UBS Group AG	N/A	—	487,308	-487,308	-100%	$44.3M	—	—	—
Capital Research Global Investors	N/A	—	425,829	-425,829	-100%	$38.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	343,921	-343,921	-100%	$31.2M	—	—	—
New York State Common Retirement Fund	N/A	—	336,585	-336,585	-100%	$30.6M	—	—	—
Invesco Ltd.	N/A	—	299,570	-299,570	-100%	$27.2M	—	—	—
Natixis Advisors, LLC	N/A	—	297,529	-297,529	-100%	$27.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	285,527	-285,527	-100%	$26.7M	—	—	—
Wells Fargo & Company	N/A	—	252,655	-252,655	-100%	$22.9M	—	—	—
First Eagle Investment Management, LLC	N/A	—	208,450	-208,450	-100%	$18.9M	—	—	—
Hancock Whitney Corp	N/A	—	198,143	-198,143	-100%	$18.0M	—	—	—
Pacer Advisors, Inc.	N/A	—	192,076	-192,076	-100%	$17.4M	—	—	—
Victory Capital Management Inc	N/A	—	187,806	-187,806	-100%	$17.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	183,849	-183,849	-100%	$16.7M	—	—	—
Rhumbline Advisers	N/A	—	173,187	-173,187	-100%	$15.7M	—	—	—
Franklin Resources Inc	N/A	—	144,524	-144,524	-100%	$13.1M	—	—	—
Nuveen, LLC	N/A	—	133,661	-133,661	-100%	$12.1M	—	—	—
JPMorgan Chase & Co	N/A	—	122,105	-122,105	-100%	$11.2M	—	—	—
California Public Employees Retirement System	N/A	—	115,560	-115,560	-100%	$10.5M	—	—	—
UBS Asset Management Americas LLC	N/A	—	110,259	-110,259	-100%	$10.0M	—	—	—
Cambria Investment Management, L.P.	N/A	—	106,888	-106,888	-100%	$9.7M	—	—	—
Swiss National Bank	N/A	—	104,800	-104,800	-100%	$9.5M	—	—	—
Alliancebernstein L.P.	N/A	—	99,026	-99,026	-100%	$7.5M	—	—	—
Caisse de Depot ET Placement DU Quebec	N/A	—	95,889	-95,889	-100%	$8.7M	—	—	—
Denali Advisors LLC	N/A	—	86,707	-86,707	-100%	$7.9M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	83,422	-83,422	-100%	$7.6M	—	—	—
Ameriprise Financial Inc	N/A	—	78,591	-78,591	-100%	$7.1M	—	—	—
Legal & General Group Plc	N/A	—	75,970	-75,970	-100%	$6.9M	—	—	—
Aureus Asset Management, LLC	N/A	—	67,080	-67,080	-100%	$6.1M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	66,868	-66,868	-100%	$6.1M	—	—	—
Peregrine Capital Management LLC	N/A	—	66,437	-66,437	-100%	$6.0M	—	—	—
First Trust Advisors LP	N/A	—	64,192	-64,192	-100%	$5.8M	—	—	—
California State Teachers Retirement System	N/A	—	61,588	-61,588	-100%	$5.6M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	59,422	-59,422	-100%	$5.4M	—	—	—
Brown Brothers Harriman & Co	N/A	—	55,393	-55,393	-100%	$5.0M	—	—	—
MetLife Investment Management, LLC	N/A	—	54,422	-54,422	-100%	$4.9M	—	—	—
Raymond James Financial Inc	N/A	—	54,388	-54,388	-100%	$4.9M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	50,798	-50,798	-100%	$4.6M	—	—	—
Mercer Global Advisors Inc	N/A	—	50,719	-50,719	-100%	$4.6M	—	—	—
Man Group plc	N/A	—	47,451	-47,451	-100%	$4.3M	—	—	—
Bridgewater Associates, LP	N/A	—	47,424	-47,424	-100%	$4.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	47,211	-47,211	-100%	$4.3M	—	—	—
Allianz Asset Management GmbH	N/A	—	46,692	-46,692	-100%	$4.2M	—	—	—
1492 Capital Management LLC	N/A	—	44,101	-44,101	-100%	$4.0M	—	—	—
Lazard Asset Management LLC	N/A	—	43,972	-43,972	-100%	$4.0M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	42,980	-42,980	-100%	$3.9M	—	—	—
Prudential Financial Inc	N/A	—	41,168	-41,168	-100%	$3.7M	—	—	—
Brevan Howard Capital Management LP	N/A	—	39,436	-39,436	-100%	$3.6M	—	—	—
Empowered Funds, LLC	N/A	—	34,651	-34,651	-100%	$3.1M	—	—	—
Cetera Investment Advisers	N/A	—	34,306	-34,306	-100%	$3.1M	—	—	—
Canada Life Assurance Co	N/A	—	33,364	-33,364	-100%	$3.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	30,355	-30,355	-100%	$2.8M	—	—	—
Royal Bank of Canada	N/A	—	26,847	-26,847	-100%	$2.4M	—	—	—
Quantinno Capital Management LP	N/A	—	26,531	-26,531	-100%	$2.4M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	26,400	-26,400	-100%	$2.4M	—	—	—
Holocene Advisors, LP	N/A	—	25,599	-25,599	-100%	$2.3M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	25,155	-25,155	-100%	$2.3M	—	—	—
Intech Investment Management LLC	N/A	—	23,490	-23,490	-100%	$2.1M	—	—	—
Jane Street Group, LLC	N/A	—	23,391	-23,391	-100%	$2.1M	—	—	—
Jupiter Topco LLC	N/A	—	23,283	-23,283	-100%	$2.1M	—	—	—
Trexquant Investment LP	N/A	—	21,493	-21,493	-100%	$2.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	21,025	-21,025	-100%	$1.9M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	20,264	-20,264	-100%	$1.8M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	20,245	-20,245	-100%	$1.8M	—	—	—
HSBC Holdings PLC	N/A	—	18,575	-18,575	-100%	$1.7M	—	—	—
Ironwood Investment Management LLC	N/A	—	17,998	-17,998	-100%	$1.6M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	17,880	-17,880	-100%	$1.6M	—	—	—
Vident Advisory, LLC	N/A	—	17,117	-17,117	-100%	$1.6M	—	—	—
Acadian Asset Management LLC	N/A	—	16,876	-16,876	-100%	$1.5M	—	—	—
Horizon Investments, LLC	N/A	—	16,376	-16,376	-100%	$1.5M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	15,721	-15,721	-100%	$1.4M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	15,414	-15,414	-100%	$1.4M	—	—	—
Gotham Asset Management, LLC	N/A	—	15,371	-15,371	-100%	$1.4M	—	—	—
Aquatic Capital Management LLC	N/A	—	15,055	-15,055	-100%	$1.4M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	15,000	-15,000	-100%	$1.4M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	14,813	-14,813	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	14,679	-14,679	-100%	$1.3M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	14,243	-14,243	-100%	$1.3M	—	—	—
Cerity Partners LLC	N/A	—	14,205	-14,205	-100%	$1.3M	—	—	—
M&T Bank Corp	N/A	—	13,712	-13,712	-100%	$1.2M	—	—	—
Edgestream Partners, L.P.	N/A	—	13,573	-13,573	-100%	$1.2M	—	—	—
&partners	N/A	—	13,549	-13,549	-100%	$1.2M	—	—	—
Shelton Capital Management	N/A	—	13,185	-13,185	-100%	$1.2M	—	—	—
Foster & Motley Inc	N/A	—	13,152	-13,152	-100%	$1.2M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	13,136	-13,136	-100%	$1.2M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	13,033	-13,033	-100%	$1.2M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	12,899	-12,899	-100%	$1.2M	—	—	—
Old West Investment Management, LLC	N/A	—	12,326	-12,326	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	12,188	-12,188	-100%	$1.1M	—	—	—
Handelsbanken Fonder AB	N/A	—	12,109	-12,109	-100%	$1.1M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	11,893	-11,893	-100%	$1.1M	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	11,612	-11,612	-100%	$1.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	11,530	-11,530	-100%	$1.0M	—	—	—
Captrust Financial Advisors	N/A	—	11,360	-11,360	-100%	$1.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	11,285	-11,285	-100%	$1.0M	—	—	—
1ST Source Bank	N/A	—	11,128	-11,128	-100%	$1.0M	—	—	—
Cresset Asset Management, LLC	N/A	—	11,028	-11,028	-100%	$1.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,242	-10,242	-100%	$930.2K	—	—	—
SIT Investment Associates Inc	N/A	—	10,000	-10,000	-100%	$908.0K	—	—	—
Voya Investment Management LLC	N/A	—	9,830	-9,830	-100%	$892.8K	—	—	—
SIG Brokerage, LP	N/A	—	9,759	-9,759	-100%	$886.3K	—	—	—
Erste Asset Management GmbH	N/A	—	9,650	-9,650	-100%	$872.0K	—	—	—
Citadel Advisors LLC	N/A	—	9,360	-9,360	-100%	$850.1K	—	—	—
Advisors Asset Management, Inc.	N/A	—	9,355	-9,355	-100%	$849.6K	—	—	—
Canada Pension Plan Investment Board	N/A	—	9,200	-9,200	-100%	$835.5K	—	—	—
Focus Partners Wealth	N/A	—	9,022	-9,022	-100%	$819.4K	—	—	—
SG Americas Securities, LLC	N/A	—	8,859	-8,859	-100%	$805.0K	—	—	—
Tidal Investments LLC	N/A	—	8,854	-8,854	-100%	$804.1K	—	—	—
Morningstar Investment Management LLC	N/A	—	8,681	-8,681	-100%	$653.8K	—	—	—
Bank of Montreal	N/A	—	8,493	-8,493	-100%	$771.3K	—	—	—
Connable Office Inc	N/A	—	7,720	-7,720	-100%	$701.1K	—	—	—
Neuberger Berman Group LLC	N/A	—	7,665	-7,665	-100%	$696.1K	—	—	—
Pinpoint Asset Management (Singapore) Pte. Ltd.	N/A	—	7,540	-7,540	-100%	$684.8K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	7,440	-7,440	-100%	$675.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	7,062	-7,062	-100%	$641.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	6,639	-6,639	-100%	$603.0K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	6,495	-6,495	-100%	$589.9K	—	—	—
Inceptionr LLC	N/A	—	6,330	-6,330	-100%	$574.9K	—	—	—
Nwam LLC	N/A	—	6,086	-6,086	-100%	$552.7K	—	—	—
PCM Encore, LLC	N/A	—	5,713	-5,713	-100%	$518.9K	—	—	—
Teacher Retirement System of Texas	N/A	—	5,712	-5,712	-100%	$518.8K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	5,641	-5,641	-100%	$512.3K	—	—	—
Vestcor Inc	N/A	—	5,584	-5,584	-100%	$507.0K	—	—	—
Federated Hermes, Inc.	N/A	—	5,572	-5,572	-100%	$506.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,536	-5,536	-100%	$503.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	5,494	-5,494	-100%	$499.0K	—	—	—
HighTower Advisors, LLC	N/A	—	5,360	-5,360	-100%	$486.8K	—	—	—
JMN Financial LLC	N/A	—	5,305	-5,305	-100%	$481.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,888	-4,888	-100%	$443.9K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	4,467	-4,467	-100%	$405.7K	—	—	—
Klingenstein Fields & Co LP	N/A	—	4,105	-4,105	-100%	$372.8K	—	—	—
XTX Topco Ltd	N/A	—	4,003	-4,003	-100%	$363.6K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	3,933	-3,933	-100%	$357.2K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	3,871	-3,871	-100%	$351.6K	—	—	—
Quadrature Capital Ltd	N/A	—	3,712	-3,712	-100%	$337.1K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	3,637	-3,637	-100%	$330.3K	—	—	—
MML Investors Services, LLC	N/A	—	3,510	-3,510	-100%	$318.8K	—	—	—
QRG Capital Management, Inc.	N/A	—	3,433	-3,433	-100%	$311.8K	—	—	—
Dakota Wealth Management	N/A	—	3,162	-3,162	-100%	$287.2K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	3,046	-3,046	-100%	$276.6K	—	—	—
Advisors Capital Management, LLC	N/A	—	2,944	-2,944	-100%	$267.4K	—	—	—
Evolve Private Wealth, LLC	N/A	—	2,908	-2,908	-100%	$264.1K	—	—	—
Lakeridge Wealth Management LLC	N/A	—	2,835	-2,835	-100%	$257.5K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,665	-2,665	-100%	$242.0K	—	—	—
Composition Wealth, LLC	N/A	—	2,497	-2,497	-100%	$226.8K	—	—	—
Ballentine Partners, LLC	N/A	—	2,496	-2,496	-100%	$226.7K	—	—	—
Mangrove Partners IM, LLC	N/A	—	2,357	-2,357	-100%	$214.1K	—	—	—
DnB Asset Management AS	N/A	—	2,319	-2,319	-100%	$210.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	2,289	-2,289	-100%	$208.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	2,211	-2,211	-100%	$200.8K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	2,153	-2,153	-100%	$195.5K	—	—	—
Quantum Portfolio Management LLC	N/A	—	1,334	-1,334	-100%	$121.2K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1,200	-1,200	-100%	$109.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,191	-1,191	-100%	$108.2K	—	—	—
Bessemer Group Inc	N/A	—	1,142	-1,142	-100%	$100.0K	—	—	—
Arax Advisory Partners	N/A	—	1,056	-1,056	-100%	$95.9K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	1,029	-1,029	-100%	$93.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	971	-971	-100%	$88.2K	—	—	—
Sittner & Nelson, LLC	N/A	—	863	-863	-100%	$78.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	594	-594	-100%	$53.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	363	-363	-100%	$33.0K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	363	-363	-100%	$33.0K	—	—	—
Rothschild Investment LLC	N/A	—	345	-345	-100%	$31.3K	—	—	—
Optiver Holding B.V.	N/A	—	308	-308	-100%	$28.0K	—	—	—
LRI Investments, LLC	N/A	—	306	-306	-100%	$27.8K	—	—	—
Nomura Asset Management Co LTD	N/A	—	300	-300	-100%	$27.2K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	255	-255	-100%	$23.2K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	146	-146	-100%	$13.3K	—	—	—
Continuum Advisory, LLC	N/A	—	142	-142	-100%	$12.9K	—	—	—
Caitlin John, LLC	N/A	—	123	-123	-100%	$11.1K	—	—	—
BFC Planning, Inc.	N/A	—	122	-122	-100%	$11.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	122	-122	-100%	$11.1K	—	—	—
WealthCollab, LLC	N/A	—	99	-99	-100%	$9.0K	—	—	—
Dogwood Wealth Management LLC	N/A	—	91	-91	-100%	$8.3K	—	—	—
Sachetta, LLC	N/A	—	90	-90	-100%	$8.2K	—	—	—
CVA Family Office, LLC	N/A	—	88	-88	-100%	$8.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	75	-75	-100%	$6.8K	—	—	—
Picton Mahoney Asset Management	N/A	—	67	-67	-100%	$6.1K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	63	-63	-100%	$5.7K	—	—	—
IMA Advisory Services, Inc.	N/A	—	60	-60	-100%	$5.4K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	60	-60	-100%	$5.4K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	58	-58	-100%	$5.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	54	-54	-100%	$4.9K	—	—	—
Kilter Group LLC	N/A	—	50	-50	-100%	$4.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	29	-29	-100%	$2.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	25	-25	-100%	$2.2K	—	—	—
TD Capital Management LLC	N/A	—	24	-24	-100%	$2.2K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	23	-23	-100%	$2.1K	—	—	—
Banque Cantonale Vaudoise	N/A	—	18	-18	-100%	$2.0K	—	—	—
JPL Wealth Management, LLC	N/A	—	16	-16	-100%	$1.5K	—	—	—
Rialto Wealth Management, LLC	N/A	—	16	-16	-100%	$1.5K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	14	-14	-100%	$1.3K	—	—	—
SHP Wealth Management	N/A	—	12	-12	-100%	$1.1K	—	—	—
Ameriflex Group, Inc.	N/A	—	10	-10	-100%	$908	—	—	—
Quent Capital, LLC	N/A	—	10	-10	-100%	$908	—	—	—
MidFirst Bank	N/A	—	9	-9	-100%	$817	—	—	—
HFM Investment Advisors, LLC	N/A	—	9	-9	-100%	$818	—	—	—
Huntington National Bank	N/A	—	9	-9	-100%	$818	—	—	—
Park Place Capital Corp	N/A	—	6	-6	-100%	$545	—	—	—
USA Financial Formulas	N/A	—	6	-6	-100%	$545	—	—	—
Cordant, Inc.	N/A	—	2	-2	-100%	$164	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$115	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$91	—	—	—
Darwin Wealth Management, LLC	N/A	—	0	0	—	$83	—	—	—

Showing 414 of 414 institutions