California Resources Corp (CRC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

DECREASED

Shares3,589,196 from 3,973,044

Change-383,848 (-10%)

Value$182.3M (-$27.7M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares2,001,618 from 2,074,307

Change-72,689 (-3%)

Value$101.7M (-$8.0M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares1,221,562 from 1,195,482

Change+26,080 (+2%)

Value$62.1M (-$1.1M)

Filed 2026-11-05

Private Management Group Inc

INCREASED

Shares523,755 from 505,863

Change+17,892 (+4%)

Value$26.6M (-$138.2K)

Filed 2026-11-04

Principal Financial Group Inc

INCREASED

Shares440,693 from 430,451

Change+10,242 (+2%)

Value$22.4M (-$370.7K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

INCREASED

Shares431,545 from 380,403

Change+51,142 (+13%)

Value$22.3M (+$2.6M)

Filed 2026-11-04

Eurizon Capital SGR S.p.A.

INCREASED

Shares333,334 from 319,862

Change+13,472 (+4%)

Value$16.9M (+$22.3K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares321,256 from 357,624

Change-36,368 (-10%)

Value$16.3M (-$2.6M)

Filed 2026-11-06

Davenport & Co LLC

INCREASED

Shares298,718 from 220,916

Change+77,802 (+35%)

Value$15.3M (+$3.6M)

Filed 2026-10-14

Russell Investments Group, Ltd.

INCREASED

Shares269,105 from 218,143

Change+50,962 (+23%)

Value$13.7M (+$2.1M)

Filed 2026-11-06

Wedge Capital Management L L P

INCREASED

Shares248,901 from 212,297

Change+36,604 (+17%)

Value$12.6M (+$1.4M)

Filed 2026-10-13

Carlson Capital, L.P.

INCREASED

Shares221,260 from 112,748

Change+108,512 (+96%)

Value$11.2M (+$5.3M)

Filed 2026-11-09

Penn Capital Management Company, LLC

DECREASED

Shares207,694 from 211,132

Change-3,438 (-2%)

Value$10.6M (-$612.2K)

Filed 2026-11-04

Hara Capital LLC

UNCHANGED

Shares91,263 from 91,263

Change0 (0%)

Value$4.6M (-$188.9K)

Filed 2026-10-30

Creative Planning

INCREASED

Shares81,921 from 56,386

Change+25,535 (+45%)

Value$4.2M (+$1.2M)

Filed 2026-11-02

Vontobel Holding Ltd.

INCREASED

Shares65,151 from 38,561

Change+26,590 (+69%)

Value$3.3M (+$1.3M)

Filed 2026-10-16

Barclays PLC

INCREASED

Shares59,524 from 12,612

Change+46,912 (+372%)

Value$3.0M (+$2.4M)

Filed 2026-11-06

Thrivent Financial for Lutherans

INCREASED

Shares52,980 from 52,492

Change+488 (+1%)

Value$2.7M (-$84.0K)

Filed 2026-11-05

Exchange Traded Concepts, LLC

INCREASED

Shares46,311 from 25,522

Change+20,789 (+81%)

Value$2.4M (+$1.0M)

Filed 2026-10-28

Harbor Capital Advisors, Inc.

INCREASED

Shares44,161 from 40,677

Change+3,484 (+9%)

Value$2.2M (+$92.0K)

Filed 2026-10-22

Beverly Hills Private Wealth, LLC

INCREASED

Shares39,552 from 35,918

Change+3,634 (+10%)

Value$2.0M (+$110.3K)

Filed 2026-11-04

Royce & Associates LP

UNCHANGED

Shares38,641 from 38,641

Change0 (0%)

Value$2.0M (-$80.0K)

Filed 2026-11-09

Arga Investment Management, LP

UNCHANGED

Shares37,541 from 37,541

Change0 (0%)

Value$1.9M (-$77.7K)

Filed 2026-10-30

Illinois Municipal Retirement Fund

DECREASED

Shares37,129 from 41,572

Change-4,443 (-11%)

Value$1.9M (-$311.8K)

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares36,787 from 34,243

Change+2,544 (+7%)

Value$1.9M (+$58.4K)

Filed 2026-11-05

Assenagon Asset Management S.A.

NEW

Shares36,760

Change+36,760

Value$1.9M

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares36,642 from 50,339

Change-13,697 (-27%)

Value$1.9M (-$800.0K)

Filed 2026-11-04

Strs Ohio

INCREASED

Shares35,100 from 18,600

Change+16,500 (+89%)

Value$1.8M (+$799.7K)

Filed 2026-10-30

Louisiana State Employees Retirement System

INCREASED

Shares34,800 from 34,200

Change+600 (+2%)

Value$1.8M (-$40.3K)

Filed 2026-10-20

Sage Rhino Capital LLC

INCREASED

Shares32,569 from 32,005

Change+564 (+2%)

Value$1.7M (-$37.6K)

Filed 2026-10-28

State of New Jersey Common Pension Fund D

UNCHANGED

Shares25,159 from 25,159

Change0 (0%)

Value$1.3M (-$52.1K)

Filed 2026-11-05

New York State Teachers Retirement System

UNCHANGED

Shares24,300 from 24,300

Change0 (0%)

Value$1.2M (-$51.0K)

Filed 2026-10-22

Mraz, Amerine & Associates, Inc.

INCREASED

Shares22,539 from 22,531

Change+8 (+0%)

Value$1.1M (-$46.2K)

Filed 2026-10-30

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares22,321 from 76,082

Change-53,761 (-71%)

Value$1.1M (-$2.9M)

Filed 2026-10-16

Yousif Capital Management, LLC

DECREASED

Shares22,164 from 22,236

Change-72 (0%)

Value$1.1M (-$49.7K)

Filed 2026-10-22

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares21,168 from 21,683

Change-515 (-2%)

Value$1.1M (-$71.0K)

Filed 2026-11-09

Amalgamated Bank

INCREASED

Shares20,961 from 20,865

Change+96 (+0%)

Value$1.1M (-$38.0K)

Filed 2026-10-23

Miller Howard Investments Inc

INCREASED

Shares20,687 from 20,275

Change+412 (+2%)

Value$1.1M (-$21.0K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares19,863 from 17,706

Change+2,157 (+12%)

Value$1.1M (+$124.7K)

Filed 2026-10-13

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares19,253 from 18,530

Change+723 (+4%)

Value$978.1K (-$1.6K)

Filed 2026-11-03

Arizona State Retirement System

INCREASED

Shares18,752 from 18,364

Change+388 (+2%)

Value$952.6K (-$18.3K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

INCREASED

Shares18,350 from 17,750

Change+600 (+3%)

Value$932.2K (-$6.3K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares18,171 from 11,365

Change+6,806 (+60%)

Value$923.1K (+$322.2K)

Filed 2026-11-05

OP Asset Management Ltd

UNCHANGED

Shares17,927 from 17,927

Change0 (0%)

Value$910.7K (-$37.1K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares17,612 from 13,456

Change+4,156 (+31%)

Value$894.7K (+$183.3K)

Filed 2026-11-06

Natixis

NEW

Shares17,300

Change+17,300

Value$878.8K

Filed 2026-11-06

State of Alaska, Department of Revenue

DECREASED

Shares16,836 from 28,957

Change-12,121 (-42%)

Value$854.0K (-$676.0K)

Filed 2026-10-15

Unison Advisors LLC

INCREASED

Shares15,519 from 15,401

Change+118 (+1%)

Value$788.4K (-$25.9K)

Filed 2026-10-29

Savant Capital, LLC

INCREASED

Shares14,285 from 5,500

Change+8,785 (+160%)

Value$725.7K (+$434.9K)

Filed 2026-11-06

GF Fund Management Co. Ltd.

DECREASED

Shares13,246 from 17,780

Change-4,534 (-25%)

Value$672.9K (-$267.1K)

Filed 2026-10-26

Jefferies Financial Group Inc.

NEW

Shares13,242

Change+13,242

Value$672.7K

Filed 2026-11-05

Squarepoint Ops LLC

DECREASED

Shares12,660 from 65,720

Change-53,060 (-81%)

Value$643.1K (-$2.8M)

Filed 2026-11-09

Vise Technologies, Inc.

DECREASED

Shares12,171 from 14,636

Change-2,465 (-17%)

Value$618.3K (-$155.5K)

Filed 2026-10-29

Fifth Third Wealth Advisors LLC

NEW

Shares11,418

Change+11,418

Value$580.0K

Filed 2026-10-22

Simplex Trading, LLC

NEW

Shares10,751

Change+10,751

Value$546.2K

Filed 2026-11-04

Pictet Asset Management Holding SA

UNCHANGED

Shares10,749 from 10,749

Change0 (0%)

Value$546.0K (-$22.3K)

Filed 2026-11-03

Keybank National Association

DECREASED

Shares10,720 from 11,125

Change-405 (-4%)

Value$544.6K (-$43.6K)

Filed 2026-11-04

ProShare Advisors LLC

INCREASED

Shares10,636 from 10,540

Change+96 (+1%)

Value$540.3K (-$16.9K)

Filed 2026-10-29

J. Safra Sarasin Holding AG

UNCHANGED

Shares10,137 from 10,137

Change0 (0%)

Value$701.7K ($0)

Filed 2026-10-26

CenterBook Partners LP

NEW

Shares10,037

Change+10,037

Value$509.9K

Filed 2026-11-02

Versant Capital Management, Inc

INCREASED

Shares10,003 from 9,999

Change+4 (+0%)

Value$508.2K (-$20.5K)

Filed 2026-10-02

Bailard, Inc.

INCREASED

Shares9,960 from 7,860

Change+2,100 (+27%)

Value$506.0K (+$90.4K)

Filed 2026-10-13

Moody National Bank Trust Division

INCREASED

Shares9,482 from 9,458

Change+24 (+0%)

Value$481.7K (-$18.4K)

Filed 2026-10-06

Mutual of America Capital Management LLC

INCREASED

Shares9,323 from 8,950

Change+373 (+4%)

Value$473.6K (+$421)

Filed 2026-10-23

Bank of Montreal

INCREASED

Shares9,299 from 6,764

Change+2,535 (+37%)

Value$472.4K (+$114.8K)

Filed 2026-11-09

Amundi

INCREASED

Shares8,455 from 6,781

Change+1,674 (+25%)

Value$429.5K (+$71.0K)

Filed 2026-11-06

CIBC Asset Management Inc

INCREASED

Shares7,673 from 7,629

Change+44 (+1%)

Value$389.8K (-$13.6K)

Filed 2026-11-05

Xponance LLC

INCREASED

Shares7,233 from 7,204

Change+29 (+0%)

Value$367.4K (-$13.4K)

Filed 2026-11-03

Crossmark Global Holdings, Inc.

INCREASED

Shares6,959 from 3,829

Change+3,130 (+82%)

Value$353.5K (+$151.1K)

Filed 2026-10-21

Atria Investments, Inc

DECREASED

Shares6,918 from 12,715

Change-5,797 (-46%)

Value$351.4K (-$320.8K)

Filed 2026-10-15

HUB Investment Partners, LLC

NEW

Shares6,824

Change+6,824

Value$346.7K

Filed 2026-11-03

Summit Global Investments

UNCHANGED

Shares6,230 from 6,230

Change0 (0%)

Value$316.0K (-$13.0K)

Filed 2026-10-28

Merit Financial Group, LLC

INCREASED

Shares5,955 from 5,480

Change+475 (+9%)

Value$302.5K (+$12.8K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares5,160 from 4,630

Change+530 (+11%)

Value$262.1K (+$17.3K)

Filed 2026-11-06

Bfsg, LLC

DECREASED

Shares5,080 from 5,156

Change-76 (-1%)

Value$258.1K (-$14.5K)

Filed 2026-10-30

State of Wyoming

DECREASED

Shares4,968 from 6,504

Change-1,536 (-24%)

Value$252.4K (-$91.5K)

Filed 2026-10-28

Swiss Life Asset Management Ltd

UNCHANGED

Shares4,687 from 4,687

Change0 (0%)

Value$238.1K (-$9.7K)

Filed 2026-11-03

Praxis Investment Management Inc

NEW

Shares4,577

Change+4,577

Value$233.0K

Filed 2026-11-03

Levin Capital Strategies, L.P.

DECREASED

Shares4,561 from 26,227

Change-21,666 (-83%)

Value$231.8K (-$1.2M)

Filed 2026-11-02

Park Capital Management, LLC / WI

DECREASED

Shares4,510 from 5,372

Change-862 (-16%)

Value$229.1K (-$54.9K)

Filed 2026-10-13

Virginia Retirement Systems ET Al

DECREASED

Shares4,500 from 24,900

Change-20,400 (-82%)

Value$228.6K (-$1.1M)

Filed 2026-10-28

Chilton Capital Management LLC

UNCHANGED

Shares4,450 from 4,450

Change0 (0%)

Value$226.1K (-$9.2K)

Filed 2026-10-28

Axxcess Wealth Management, LLC

NEW

Shares4,407

Change+4,407

Value$223.9K

Filed 2026-10-21

HB Wealth Management, LLC

NEW

Shares4,379

Change+4,379

Value$222.5K

Filed 2026-10-23

Able Wealth Management LLC

DECREASED

Shares4,275 from 4,476

Change-201 (-4%)

Value$226.6K (-$10.0K)

Filed 2026-10-13

Anchyra Partners LLC

DECREASED

Shares4,181 from 6,169

Change-1,988 (-32%)

Value$212.4K (-$113.8K)

Filed 2026-10-13

Searle & Co.

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$203.2K (-$8.3K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares3,819 from 2,086

Change+1,733 (+83%)

Value$194.0K (+$83.7K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

DECREASED

Shares3,094 from 3,584

Change-490 (-14%)

Value$157.2K (-$32.3K)

Filed 2026-10-20

iA Global Asset Management Inc.

DECREASED

Shares2,900 from 7,360

Change-4,460 (-61%)

Value$147.0K (-$242.0K)

Filed 2026-10-29

KBC Group NV

UNCHANGED

Shares2,644 from 2,644

Change0 (0%)

Value$134.0K (-$6.0K)

Filed 2026-10-22

Larson Financial Group LLC

INCREASED

Shares2,228 from 1,992

Change+236 (+12%)

Value$113.2K (+$7.9K)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares2,175 from 1,879

Change+296 (+16%)

Value$110.5K (+$11.1K)

Filed 2026-10-08

Fortitude Family Office, LLC

INCREASED

Shares2,089 from 178

Change+1,911 (+1074%)

Value$106.1K (+$96.7K)

Filed 2026-10-14

Parallel Advisors, LLC

INCREASED

Shares1,883 from 1,745

Change+138 (+8%)

Value$95.7K (+$3.4K)

Filed 2026-11-03

Bayforest Capital Ltd

DECREASED

Shares1,628 from 2,297

Change-669 (-29%)

Value$82.7K (-$38.7K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

INCREASED

Shares1,573 from 1,431

Change+142 (+10%)

Value$79.9K (+$4.3K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares1,543 from 4,753

Change-3,210 (-68%)

Value$78.4K (-$172.9K)

Filed 2026-10-27

Sterling Capital Management LLC

DECREASED

Shares1,511 from 7,512

Change-6,001 (-80%)

Value$76.8K (-$320.4K)

Filed 2026-10-22

Hantz Financial Services, Inc.

INCREASED

Shares1,344 from 932

Change+412 (+44%)

Value$68.0K (+$19.0K)

Filed 2026-11-09

SLT Holdings LLC

NEW

Shares1,100

Change+1,100

Value$55.9K

Filed 2026-10-15

Fulcrum Asset Management LLP

DECREASED

Shares1,043 from 22,452

Change-21,409 (-95%)

Value$53.3K (-$1.1M)

Filed 2026-11-04

Hussman Strategic Advisors, Inc.

DECREASED

Shares1,000 from 22,000

Change-21,000 (-95%)

Value$50.8K (-$1.1M)

Filed 2026-11-02

Caitong International Asset Management Co., Ltd

DECREASED

Shares916 from 4,914

Change-3,998 (-81%)

Value$46.5K (-$213.3K)

Filed 2026-10-29

CX Institutional

DECREASED

Shares887 from 896

Change-9 (-1%)

Value$45.0K (-$2.0K)

Filed 2026-10-02

Salomon & Ludwin, LLC

DECREASED

Shares766 from 932

Change-166 (-18%)

Value$38.9K (-$9.3K)

Filed 2026-10-29

Essential Partners LLC

INCREASED

Shares675 from 670

Change+5 (+1%)

Value$34.3K (-$1.1K)

Filed 2026-10-14

US Bancorp \de\

DECREASED

Shares623 from 1,059

Change-436 (-41%)

Value$31.6K (-$24.3K)

Filed 2026-11-05

Bessemer Group Inc

DECREASED

Shares529 from 1,656

Change-1,127 (-68%)

Value$17.0K (-$57.0K)

Filed 2026-11-09

UMB Bank, n.a.

INCREASED

Shares472 from 434

Change+38 (+9%)

Value$24.0K (+$1.0K)

Filed 2026-11-06

True Wealth Design, LLC

INCREASED

Shares424 from 360

Change+64 (+18%)

Value$21.5K (+$2.5K)

Filed 2026-10-13

Summit Securities Group LLC

NEW

Shares357

Change+357

Value$18.1K

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares314 from 314

Change0 (0%)

Value$16.0K (-$650)

Filed 2026-10-05

Allworth Financial LP

INCREASED

Shares310 from 256

Change+54 (+21%)

Value$16.4K (+$2.9K)

Filed 2026-11-06

Signaturefd, LLC

DECREASED

Shares302 from 399

Change-97 (-24%)

Value$15.3K (-$5.8K)

Filed 2026-10-23

Assetmark, Inc

INCREASED

Shares294 from 115

Change+179 (+156%)

Value$14.9K (+$8.9K)

Filed 2026-10-21

Leonteq Securities AG

INCREASED

Shares249 from 125

Change+124 (+99%)

Value$12.6K (+$6.0K)

Filed 2026-10-29

IFP Advisors, Inc

INCREASED

Shares248 from 223

Change+25 (+11%)

Value$12.6K (+$808)

Filed 2026-10-16

Bare Financial Services, Inc

DECREASED

Shares244 from 379

Change-135 (-36%)

Value$12.4K (-$7.6K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares235

Change+235

Value$11.9K

Filed 2026-10-21

Parkside Financial Bank & Trust

INCREASED

Shares228 from 201

Change+27 (+13%)

Value$11.6K (+$955)

Filed 2026-10-27

North Star Investment Management Corp.

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$9.1K (-$373)

Filed 2026-10-27

Private Wealth Management Group, LLC

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$7.2K (-$292)

Filed 2026-10-19

SBI Securities Co., Ltd.

INCREASED

Shares133 from 89

Change+44 (+49%)

Value$6.8K (+$2.1K)

Filed 2026-10-22

Zions Bancorporation, National Association

NEW

Shares131

Change+131

Value$6.7K

Filed 2026-11-06

Cedar Mountain Advisors, LLC

INCREASED

Shares124 from 119

Change+5 (+4%)

Value$6.3K (+$7)

Filed 2026-10-15

Covestor Ltd

DECREASED

Shares121 from 286

Change-165 (-58%)

Value$6 (-$15.0K)

Filed 2026-10-30

Clark Wealth Partners

NEW

Shares114

Change+114

Value$5.8K

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$5.5K (-$224)

Filed 2026-10-20

Valued Wealth Advisors LLC

INCREASED

Shares82 from 56

Change+26 (+46%)

Value$4.2K (+$1.2K)

Filed 2026-11-05

Picton Mahoney Asset Management

DECREASED

Shares77 from 96

Change-19 (-20%)

Value$3.9K (-$1.2K)

Filed 2026-11-09

Farmers & Merchants Investments Inc

INCREASED

Shares76 from 43

Change+33 (+77%)

Value$3.9K (+$1.6K)

Filed 2026-10-22

Silver Grove Financial Group, Inc.

DECREASED

Shares76 from 77

Change-1 (-1%)

Value$3.9K (-$210)

Filed 2026-11-05

UMB Private Wealth Management, LLC

NEW

Shares60

Change+60

Value$3.0K

Filed 2026-10-19

Mather Group, Llc.

NEW

Shares52

Change+52

Value$2.6K

Filed 2026-10-14

JFS Wealth Advisors, LLC

INCREASED

Shares52 from 46

Change+6 (+13%)

Value$2.6K (+$209)

Filed 2026-11-03

Creative Capital Management Investments LLC

INCREASED

Shares51 from 22

Change+29 (+132%)

Value$2.6K (+$1.4K)

Filed 2026-10-28

TD Private Client Wealth LLC

INCREASED

Shares33 from 15

Change+18 (+120%)

Value$1.7K (+$883)

Filed 2026-10-28

Physician Wealth Advisors, Inc.

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.5K (-$63)

Filed 2026-10-20

Ascentis Wealth Management, LLC

NEW

Shares26

Change+26

Value$1.3K

Filed 2026-11-03

Blue Trust, Inc.

NEW

Shares24

Change+24

Value$1.2K

Filed 2026-10-15

Geneos Wealth Management Inc.

NEW

Shares22

Change+22

Value$1.1K

Filed 2026-11-09

SJS Investment Consulting Inc.

INCREASED

Shares18 from 9

Change+9 (+100%)

Value$915 (+$439)

Filed 2026-10-26

Valley National Advisers Inc

NEW

Shares17

Change+17

Value$864

Filed 2026-10-23

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$813 (-$33)

Filed 2026-10-07

Clearstead Advisors, LLC

DECREASED

Shares15 from 19

Change-4 (-21%)

Value$762 (-$243)

Filed 2026-11-06

Bay Harbor Wealth Management, LLC

INCREASED

Shares12 from 5

Change+7 (+140%)

Value$610 (+$346)

Filed 2026-11-03

Gilpin Wealth Management, LLC

INCREASED

Shares12 from 9

Change+3 (+33%)

Value$610 (+$134)

Filed 2026-10-09

Capital Advisors, Ltd. LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1 ($0)

Filed 2026-10-27

Hughes Financial Services, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$492 (+$16)

Filed 2026-10-30

Proathlete Wealth Management LLC

NEW

Shares8

Change+8

Value$406

Filed 2026-10-15

Davis Capital Management

INCREASED

Shares8 from 4

Change+4 (+100%)

Value$406 (+$195)

Filed 2026-10-08

Financial Consulate, Inc

NEW

Shares5

Change+5

Value$254

Filed 2026-10-23

CoreCap Advisors, LLC

DECREASED

Shares5 from 132

Change-127 (-96%)

Value$254 (-$6.7K)

Filed 2026-10-08

DecisionPoint Financial, LLC

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$207 (+$103)

Filed 2026-10-27

RHL Group, LLC

NEW

Shares1

Change+1

Value$51

Filed 2026-11-04

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$51 (-$2)

Filed 2026-10-15

Channing Capital Management, LLC

CLOSED

Shares0 from 821,628

Change-821,628 (-100%)

Value$0 (-$43.4M)

Filed 2026-11-02

LSV Asset Management

CLOSED

Shares0 from 394,900

Change-394,900 (-100%)

Value$0 (-$20.9M)

Filed 2026-11-06

Great Lakes Advisors, LLC

CLOSED

Shares0 from 53,516

Change-53,516 (-100%)

Value$0 (-$2.8M)

Filed 2026-11-06

Deroy & Devereaux Private Investment Counsel Inc

CLOSED

Shares0 from 40,170

Change-40,170 (-100%)

Value$0 (-$2.1M)

Filed 2026-10-26

Intech Investment Management LLC

CLOSED

Shares0 from 17,996

Change-17,996 (-100%)

Value$0 (-$951.4K)

Filed 2026-11-09

Sierra Summit Advisors LLC

CLOSED

Shares0 from 14,529

Change-14,529 (-100%)

Value$0 (-$768.1K)

Filed 2026-10-28

Oppenheimer & Close, LLC

CLOSED

Shares0 from 11,400

Change-11,400 (-100%)

Value$0 (-$602.7K)

Filed 2026-11-09

Burns Matteson Capital Management, LLC

CLOSED

Shares0 from 7,966

Change-7,966 (-100%)

Value$0 (-$421.2K)

Filed 2026-10-16

Commonwealth Financial Services, LLC

CLOSED

Shares0 from 5,434

Change-5,434 (-100%)

Value$0 (-$287.3K)

Filed 2026-10-20

DekaBank Deutsche Girozentrale

CLOSED

Shares0 from 5,026

Change-5,026 (-100%)

Value$0 (-$345)

Filed 2026-10-27

Symmetry Partners, LLC

CLOSED

Shares0 from 4,916

Change-4,916 (-100%)

Value$0 (-$259.9K)

Filed 2026-10-27

MacKenzie Financial Corp

CLOSED

Shares0 from 3,937

Change-3,937 (-100%)

Value$0 (-$208.1K)

Filed 2026-11-02

Inspire Investing, LLC

CLOSED

Shares0 from 3,896

Change-3,896 (-100%)

Value$0 (-$206.0K)

Filed 2026-10-22

Bellecapital International Ltd.

CLOSED

Shares0 from 785

Change-785 (-100%)

Value$0 (-$41.5K)

Filed 2026-10-21

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 592

Change-592 (-100%)

Value$0 (-$31.3K)

Filed 2026-11-06

WPG Advisers, LLC

CLOSED

Shares0 from 91

Change-91 (-100%)

Value$0 (-$4.8K)

Filed 2026-10-27

Rossby Financial, LCC

CLOSED

Shares0 from 90

Change-90 (-100%)

Value$0 (-$4.8K)

Filed 2026-11-05

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$1.6K)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-16

Creative Financial Designs Inc

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$213)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-06

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

Cullen T Bankers, Inc.

DECREASED

Shares0 from 911

Change-911 (-100%)

Value$14 (-$48.2K)

Filed 2026-10-28

BlackRock, Inc.

N/A

Shares— from 11,977,441

Change-11,977,441 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 7,006,895

Change-7,006,895 (-100%)

Value—

Gimbel Daniel Scott

N/A

Shares— from 6,240,865

Change-6,240,865 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 5,273,055

Change-5,273,055 (-100%)

Value—

Sourcerock Group LLC

N/A

Shares— from 4,890,388

Change-4,890,388 (-100%)

Value—

State Street Corp

N/A

Shares— from 4,303,304

Change-4,303,304 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,723,052

Change-3,723,052 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,726,539

Change-2,726,539 (-100%)

Value—

Orbis Allan Gray Ltd

N/A

Shares— from 2,422,242

Change-2,422,242 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,378,033

Change-2,378,033 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 2,277,720

Change-2,277,720 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 2,127,346

Change-2,127,346 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,868,891

Change-1,868,891 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 1,785,343

Change-1,785,343 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,496,374

Change-1,496,374 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 907,661

Change-907,661 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 901,512

Change-901,512 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 895,148

Change-895,148 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 894,305

Change-894,305 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 783,484

Change-783,484 (-100%)

Value—

UBS Group AG

N/A

Shares— from 719,849

Change-719,849 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 529,835

Change-529,835 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 529,735

Change-529,735 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 523,082

Change-523,082 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 499,201

Change-499,201 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 470,697

Change-470,697 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 400,886

Change-400,886 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 383,867

Change-383,867 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 372,360

Change-372,360 (-100%)

Value—

Palo Duro Investment Partners, LP

N/A

Shares— from 350,657

Change-350,657 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 330,535

Change-330,535 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 330,402

Change-330,402 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 328,634

Change-328,634 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 291,484

Change-291,484 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 290,059

Change-290,059 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 285,889

Change-285,889 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 285,324

Change-285,324 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 282,922

Change-282,922 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 261,975

Change-261,975 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 249,307

Change-249,307 (-100%)

Value—

SIR Capital Management, L.P.

N/A

Shares— from 218,438

Change-218,438 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 215,859

Change-215,859 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 207,023

Change-207,023 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 199,302

Change-199,302 (-100%)

Value—

Steamboat Capital Partners, LLC

N/A

Shares— from 197,755

Change-197,755 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 179,801

Change-179,801 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 179,294

Change-179,294 (-100%)

Value—

BlackBarn Capital Partners LP

N/A

Shares— from 175,000

Change-175,000 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 166,000

Change-166,000 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 157,869

Change-157,869 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 148,776

Change-148,776 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 146,135

Change-146,135 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 143,524

Change-143,524 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 142,161

Change-142,161 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 136,050

Change-136,050 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 133,722

Change-133,722 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 133,500

Change-133,500 (-100%)

Value—

Kore Advisors LP

N/A

Shares— from 132,784

Change-132,784 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 130,405

Change-130,405 (-100%)

Value—

Clayton Partners LLC

N/A

Shares— from 122,260

Change-122,260 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 100,215

Change-100,215 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 97,934

Change-97,934 (-100%)

Value—

Aristides Capital LLC

N/A

Shares— from 92,055

Change-92,055 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 90,580

Change-90,580 (-100%)

Value—

Saber Capital Managment, LLC

N/A

Shares— from 84,510

Change-84,510 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 82,255

Change-82,255 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 79,909

Change-79,909 (-100%)

Value—

Hite Hedge Asset Management LLC

N/A

Shares— from 78,221

Change-78,221 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 76,625

Change-76,625 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 76,586

Change-76,586 (-100%)

Value—

Neo Ivy Capital Management

N/A

Shares— from 76,525

Change-76,525 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 67,014

Change-67,014 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 64,791

Change-64,791 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 62,974

Change-62,974 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 56,923

Change-56,923 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 55,886

Change-55,886 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 55,154

Change-55,154 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 53,064

Change-53,064 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 50,824

Change-50,824 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 50,014

Change-50,014 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 46,150

Change-46,150 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 42,909

Change-42,909 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 41,957

Change-41,957 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 40,494

Change-40,494 (-100%)

Value—

South Street Advisors LLC

N/A

Shares— from 37,130

Change-37,130 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 36,144

Change-36,144 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 34,810

Change-34,810 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 33,857

Change-33,857 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 32,183

Change-32,183 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 30,334

Change-30,334 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 29,928

Change-29,928 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 29,609

Change-29,609 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 29,287

Change-29,287 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 26,370

Change-26,370 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 26,227

Change-26,227 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 25,969

Change-25,969 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 25,280

Change-25,280 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 25,062

Change-25,062 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 24,519

Change-24,519 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 23,571

Change-23,571 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 23,192

Change-23,192 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 22,800

Change-22,800 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 21,795

Change-21,795 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 21,196

Change-21,196 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 20,482

Change-20,482 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 20,377

Change-20,377 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 19,006

Change-19,006 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 18,187

Change-18,187 (-100%)

Value—

Zurich Insurance Group Ltd

N/A

Shares— from 17,900

Change-17,900 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 16,981

Change-16,981 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 16,155

Change-16,155 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 15,990

Change-15,990 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 15,843

Change-15,843 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 15,588

Change-15,588 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 14,472

Change-14,472 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 14,446

Change-14,446 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 13,992

Change-13,992 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 12,848

Change-12,848 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 12,730

Change-12,730 (-100%)

Value—

CoreCommodity Management, LLC

N/A

Shares— from 12,606

Change-12,606 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 12,292

Change-12,292 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 11,140

Change-11,140 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 11,100

Change-11,100 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 10,900

Change-10,900 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 10,560

Change-10,560 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 10,218

Change-10,218 (-100%)

Value—

Orvieto Partners, L.P.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 9,265

Change-9,265 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 9,036

Change-9,036 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

CIM, LLC

N/A

Shares— from 8,994

Change-8,994 (-100%)

Value—

Bridgefront Capital, LLC

N/A

Shares— from 8,829

Change-8,829 (-100%)

Value—

Interval Partners, LP

N/A

Shares— from 8,659

Change-8,659 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,650

Change-8,650 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 8,587

Change-8,587 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 8,409

Change-8,409 (-100%)

Value—

Stokes Family Office, LLC

N/A

Shares— from 8,295

Change-8,295 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 8,224

Change-8,224 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 8,174

Change-8,174 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 7,676

Change-7,676 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 7,613

Change-7,613 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 7,107

Change-7,107 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 6,672

Change-6,672 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 6,615

Change-6,615 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,442

Change-6,442 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 6,269

Change-6,269 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 5,943

Change-5,943 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 5,921

Change-5,921 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,613

Change-5,613 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 5,307

Change-5,307 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 5,281

Change-5,281 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 5,001

Change-5,001 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 4,798

Change-4,798 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,491

Change-4,491 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 4,294

Change-4,294 (-100%)

Value—

Myda Advisors LLC

N/A

Shares— from 4,231

Change-4,231 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 4,133

Change-4,133 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 4,130

Change-4,130 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 4,062

Change-4,062 (-100%)

Value—

Oxford Asset Management LLP

N/A

Shares— from 3,971

Change-3,971 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 3,881

Change-3,881 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 3,814

Change-3,814 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 3,668

Change-3,668 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 3,562

Change-3,562 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,152

Change-3,152 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 2,090

Change-2,090 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 1,962

Change-1,962 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,160

Change-1,160 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 929

Change-929 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 860

Change-860 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 695

Change-695 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 634

Change-634 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 609

Change-609 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 510

Change-510 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 493

Change-493 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 490

Change-490 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 441

Change-441 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 334

Change-334 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 241

Change-241 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 143

Change-143 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 138

Change-138 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 132

Change-132 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 95

Change-95 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 88

Change-88 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 45

Change-45 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 44

Change-44 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 34

Change-34 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 29

Change-29 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 29

Change-29 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 29

Change-29 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Quarry LP

N/A

Shares— from 9

Change-9 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 7

Change-7 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	3,589,196	3,973,044	-383,848	-10%	$210.1M	$182.3M	-$27.7M	2026-11-04
Geode Capital Management, LLC	DECREASED	2,001,618	2,074,307	-72,689	-3%	$109.7M	$101.7M	-$8.0M	2026-11-06
Bank of New York Mellon Corp	INCREASED	1,221,562	1,195,482	+26,080	+2%	$63.2M	$62.1M	-$1.1M	2026-11-05
Private Management Group Inc	INCREASED	523,755	505,863	+17,892	+4%	$26.7M	$26.6M	-$138.2K	2026-11-04
Principal Financial Group Inc	INCREASED	440,693	430,451	+10,242	+2%	$22.8M	$22.4M	-$370.7K	2026-11-02
Allspring Global Investments Holdings, LLC	INCREASED	431,545	380,403	+51,142	+13%	$19.7M	$22.3M	+$2.6M	2026-11-04
Eurizon Capital SGR S.p.A.	INCREASED	333,334	319,862	+13,472	+4%	$16.9M	$16.9M	+$22.3K	2026-11-06
Deutsche Bank Ag\	DECREASED	321,256	357,624	-36,368	-10%	$18.9M	$16.3M	-$2.6M	2026-11-06
Davenport & Co LLC	INCREASED	298,718	220,916	+77,802	+35%	$11.6M	$15.3M	+$3.6M	2026-10-14
Russell Investments Group, Ltd.	INCREASED	269,105	218,143	+50,962	+23%	$11.5M	$13.7M	+$2.1M	2026-11-06
Wedge Capital Management L L P	INCREASED	248,901	212,297	+36,604	+17%	$11.2M	$12.6M	+$1.4M	2026-10-13
Carlson Capital, L.P.	INCREASED	221,260	112,748	+108,512	+96%	$6.0M	$11.2M	+$5.3M	2026-11-09
Penn Capital Management Company, LLC	DECREASED	207,694	211,132	-3,438	-2%	$11.2M	$10.6M	-$612.2K	2026-11-04
Hara Capital LLC	UNCHANGED	91,263	91,263	0	0%	$4.8M	$4.6M	-$188.9K	2026-10-30
Creative Planning	INCREASED	81,921	56,386	+25,535	+45%	$3.0M	$4.2M	+$1.2M	2026-11-02
Vontobel Holding Ltd.	INCREASED	65,151	38,561	+26,590	+69%	$2.0M	$3.3M	+$1.3M	2026-10-16
Barclays PLC	INCREASED	59,524	12,612	+46,912	+372%	$666.8K	$3.0M	+$2.4M	2026-11-06
Thrivent Financial for Lutherans	INCREASED	52,980	52,492	+488	+1%	$2.8M	$2.7M	-$84.0K	2026-11-05
Exchange Traded Concepts, LLC	INCREASED	46,311	25,522	+20,789	+81%	$1.3M	$2.4M	+$1.0M	2026-10-28
Harbor Capital Advisors, Inc.	INCREASED	44,161	40,677	+3,484	+9%	$2.2M	$2.2M	+$92.0K	2026-10-22
Beverly Hills Private Wealth, LLC	INCREASED	39,552	35,918	+3,634	+10%	$1.9M	$2.0M	+$110.3K	2026-11-04
Royce & Associates LP	UNCHANGED	38,641	38,641	0	0%	$2.0M	$2.0M	-$80.0K	2026-11-09
Arga Investment Management, LP	UNCHANGED	37,541	37,541	0	0%	$2.0M	$1.9M	-$77.7K	2026-10-30
Illinois Municipal Retirement Fund	DECREASED	37,129	41,572	-4,443	-11%	$2.2M	$1.9M	-$311.8K	2026-11-05
Fifth Third Bancorp	INCREASED	36,787	34,243	+2,544	+7%	$1.8M	$1.9M	+$58.4K	2026-11-05
Assenagon Asset Management S.A.	NEW	36,760	—	+36,760	—	—	$1.9M	—	2026-10-15
Citigroup Inc	DECREASED	36,642	50,339	-13,697	-27%	$2.7M	$1.9M	-$800.0K	2026-11-04
Strs Ohio	INCREASED	35,100	18,600	+16,500	+89%	$983.4K	$1.8M	+$799.7K	2026-10-30
Louisiana State Employees Retirement System	INCREASED	34,800	34,200	+600	+2%	$1.8M	$1.8M	-$40.3K	2026-10-20
Sage Rhino Capital LLC	INCREASED	32,569	32,005	+564	+2%	$1.7M	$1.7M	-$37.6K	2026-10-28
State of New Jersey Common Pension Fund D	UNCHANGED	25,159	25,159	0	0%	$1.3M	$1.3M	-$52.1K	2026-11-05
New York State Teachers Retirement System	UNCHANGED	24,300	24,300	0	0%	$1.3M	$1.2M	-$51.0K	2026-10-22
Mraz, Amerine & Associates, Inc.	INCREASED	22,539	22,531	+8	+0%	$1.2M	$1.1M	-$46.2K	2026-10-30
Y-Intercept (Hong Kong) Ltd	DECREASED	22,321	76,082	-53,761	-71%	$4.0M	$1.1M	-$2.9M	2026-10-16
Yousif Capital Management, LLC	DECREASED	22,164	22,236	-72	0%	$1.2M	$1.1M	-$49.7K	2026-10-22
Police & Firemen's Retirement System of New Jersey	DECREASED	21,168	21,683	-515	-2%	$1.1M	$1.1M	-$71.0K	2026-11-09
Amalgamated Bank	INCREASED	20,961	20,865	+96	+0%	$1.1M	$1.1M	-$38.0K	2026-10-23
Miller Howard Investments Inc	INCREASED	20,687	20,275	+412	+2%	$1.1M	$1.1M	-$21.0K	2026-10-26
Wealth Enhancement Advisory Services, LLC	INCREASED	19,863	17,706	+2,157	+12%	$929.1K	$1.1M	+$124.7K	2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	19,253	18,530	+723	+4%	$979.7K	$978.1K	-$1.6K	2026-11-03
Arizona State Retirement System	INCREASED	18,752	18,364	+388	+2%	$970.9K	$952.6K	-$18.3K	2026-11-03
Oregon Public Employees Retirement Fund	INCREASED	18,350	17,750	+600	+3%	$938.4K	$932.2K	-$6.3K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	18,171	11,365	+6,806	+60%	$600.9K	$923.1K	+$322.2K	2026-11-05
OP Asset Management Ltd	UNCHANGED	17,927	17,927	0	0%	$947.8K	$910.7K	-$37.1K	2026-11-05
LPL Financial LLC	INCREASED	17,612	13,456	+4,156	+31%	$711.4K	$894.7K	+$183.3K	2026-11-06
Natixis	NEW	17,300	—	+17,300	—	—	$878.8K	—	2026-11-06
State of Alaska, Department of Revenue	DECREASED	16,836	28,957	-12,121	-42%	$1.5M	$854.0K	-$676.0K	2026-10-15
Unison Advisors LLC	INCREASED	15,519	15,401	+118	+1%	$814.3K	$788.4K	-$25.9K	2026-10-29
Savant Capital, LLC	INCREASED	14,285	5,500	+8,785	+160%	$290.8K	$725.7K	+$434.9K	2026-11-06
GF Fund Management Co. Ltd.	DECREASED	13,246	17,780	-4,534	-25%	$940.0K	$672.9K	-$267.1K	2026-10-26
Jefferies Financial Group Inc.	NEW	13,242	—	+13,242	—	—	$672.7K	—	2026-11-05
Squarepoint Ops LLC	DECREASED	12,660	65,720	-53,060	-81%	$3.5M	$643.1K	-$2.8M	2026-11-09
Vise Technologies, Inc.	DECREASED	12,171	14,636	-2,465	-17%	$773.8K	$618.3K	-$155.5K	2026-10-29
Fifth Third Wealth Advisors LLC	NEW	11,418	—	+11,418	—	—	$580.0K	—	2026-10-22
Simplex Trading, LLC	NEW	10,751	—	+10,751	—	—	$546.2K	—	2026-11-04
Pictet Asset Management Holding SA	UNCHANGED	10,749	10,749	0	0%	$568.3K	$546.0K	-$22.3K	2026-11-03
Keybank National Association	DECREASED	10,720	11,125	-405	-4%	$588.2K	$544.6K	-$43.6K	2026-11-04
ProShare Advisors LLC	INCREASED	10,636	10,540	+96	+1%	$557.2K	$540.3K	-$16.9K	2026-10-29
J. Safra Sarasin Holding AG	UNCHANGED	10,137	10,137	0	0%	$701.7K	$701.7K	$0	2026-10-26
CenterBook Partners LP	NEW	10,037	—	+10,037	—	—	$509.9K	—	2026-11-02
Versant Capital Management, Inc	INCREASED	10,003	9,999	+4	+0%	$528.6K	$508.2K	-$20.5K	2026-10-02
Bailard, Inc.	INCREASED	9,960	7,860	+2,100	+27%	$415.6K	$506.0K	+$90.4K	2026-10-13
Moody National Bank Trust Division	INCREASED	9,482	9,458	+24	+0%	$500.0K	$481.7K	-$18.4K	2026-10-06
Mutual of America Capital Management LLC	INCREASED	9,323	8,950	+373	+4%	$473.2K	$473.6K	+$421	2026-10-23
Bank of Montreal	INCREASED	9,299	6,764	+2,535	+37%	$357.6K	$472.4K	+$114.8K	2026-11-09
Amundi	INCREASED	8,455	6,781	+1,674	+25%	$358.5K	$429.5K	+$71.0K	2026-11-06
CIBC Asset Management Inc	INCREASED	7,673	7,629	+44	+1%	$403.3K	$389.8K	-$13.6K	2026-11-05
Xponance LLC	INCREASED	7,233	7,204	+29	+0%	$380.9K	$367.4K	-$13.4K	2026-11-03
Crossmark Global Holdings, Inc.	INCREASED	6,959	3,829	+3,130	+82%	$202.4K	$353.5K	+$151.1K	2026-10-21
Atria Investments, Inc	DECREASED	6,918	12,715	-5,797	-46%	$672.3K	$351.4K	-$320.8K	2026-10-15
HUB Investment Partners, LLC	NEW	6,824	—	+6,824	—	—	$346.7K	—	2026-11-03
Summit Global Investments	UNCHANGED	6,230	6,230	0	0%	$329.0K	$316.0K	-$13.0K	2026-10-28
Merit Financial Group, LLC	INCREASED	5,955	5,480	+475	+9%	$289.7K	$302.5K	+$12.8K	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	5,160	4,630	+530	+11%	$244.8K	$262.1K	+$17.3K	2026-11-06
Bfsg, LLC	DECREASED	5,080	5,156	-76	-1%	$272.6K	$258.1K	-$14.5K	2026-10-30
State of Wyoming	DECREASED	4,968	6,504	-1,536	-24%	$343.9K	$252.4K	-$91.5K	2026-10-28
Swiss Life Asset Management Ltd	UNCHANGED	4,687	4,687	0	0%	$247.8K	$238.1K	-$9.7K	2026-11-03
Praxis Investment Management Inc	NEW	4,577	—	+4,577	—	—	$233.0K	—	2026-11-03
Levin Capital Strategies, L.P.	DECREASED	4,561	26,227	-21,666	-83%	$1.4M	$231.8K	-$1.2M	2026-11-02
Park Capital Management, LLC / WI	DECREASED	4,510	5,372	-862	-16%	$284.0K	$229.1K	-$54.9K	2026-10-13
Virginia Retirement Systems ET Al	DECREASED	4,500	24,900	-20,400	-82%	$1.3M	$228.6K	-$1.1M	2026-10-28
Chilton Capital Management LLC	UNCHANGED	4,450	4,450	0	0%	$235.3K	$226.1K	-$9.2K	2026-10-28
Axxcess Wealth Management, LLC	NEW	4,407	—	+4,407	—	—	$223.9K	—	2026-10-21
HB Wealth Management, LLC	NEW	4,379	—	+4,379	—	—	$222.5K	—	2026-10-23
Able Wealth Management LLC	DECREASED	4,275	4,476	-201	-4%	$236.6K	$226.6K	-$10.0K	2026-10-13
Anchyra Partners LLC	DECREASED	4,181	6,169	-1,988	-32%	$326.2K	$212.4K	-$113.8K	2026-10-13
Searle & Co.	UNCHANGED	4,000	4,000	0	0%	$211.5K	$203.2K	-$8.3K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	3,819	2,086	+1,733	+83%	$110.3K	$194.0K	+$83.7K	2026-10-08
Nisa Investment Advisors, LLC	DECREASED	3,094	3,584	-490	-14%	$189.5K	$157.2K	-$32.3K	2026-10-20
iA Global Asset Management Inc.	DECREASED	2,900	7,360	-4,460	-61%	$389.0K	$147.0K	-$242.0K	2026-10-29
KBC Group NV	UNCHANGED	2,644	2,644	0	0%	$140.0K	$134.0K	-$6.0K	2026-10-22
Larson Financial Group LLC	INCREASED	2,228	1,992	+236	+12%	$105.3K	$113.2K	+$7.9K	2026-11-05
Gamma Investing LLC	INCREASED	2,175	1,879	+296	+16%	$99.3K	$110.5K	+$11.1K	2026-10-08
Fortitude Family Office, LLC	INCREASED	2,089	178	+1,911	+1074%	$9.4K	$106.1K	+$96.7K	2026-10-14
Parallel Advisors, LLC	INCREASED	1,883	1,745	+138	+8%	$92.3K	$95.7K	+$3.4K	2026-11-03
Bayforest Capital Ltd	DECREASED	1,628	2,297	-669	-29%	$121.4K	$82.7K	-$38.7K	2026-11-03
EverSource Wealth Advisors, LLC	INCREASED	1,573	1,431	+142	+10%	$75.7K	$79.9K	+$4.3K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	DECREASED	1,543	4,753	-3,210	-68%	$251.3K	$78.4K	-$172.9K	2026-10-27
Sterling Capital Management LLC	DECREASED	1,511	7,512	-6,001	-80%	$397.2K	$76.8K	-$320.4K	2026-10-22
Hantz Financial Services, Inc.	INCREASED	1,344	932	+412	+44%	$49.0K	$68.0K	+$19.0K	2026-11-09
SLT Holdings LLC	NEW	1,100	—	+1,100	—	—	$55.9K	—	2026-10-15
Fulcrum Asset Management LLP	DECREASED	1,043	22,452	-21,409	-95%	$1.2M	$53.3K	-$1.1M	2026-11-04
Hussman Strategic Advisors, Inc.	DECREASED	1,000	22,000	-21,000	-95%	$1.2M	$50.8K	-$1.1M	2026-11-02
Caitong International Asset Management Co., Ltd	DECREASED	916	4,914	-3,998	-81%	$259.8K	$46.5K	-$213.3K	2026-10-29
CX Institutional	DECREASED	887	896	-9	-1%	$47.0K	$45.0K	-$2.0K	2026-10-02
Salomon & Ludwin, LLC	DECREASED	766	932	-166	-18%	$48.2K	$38.9K	-$9.3K	2026-10-29
Essential Partners LLC	INCREASED	675	670	+5	+1%	$35.4K	$34.3K	-$1.1K	2026-10-14
US Bancorp \de\	DECREASED	623	1,059	-436	-41%	$56.0K	$31.6K	-$24.3K	2026-11-05
Bessemer Group Inc	DECREASED	529	1,656	-1,127	-68%	$74.0K	$17.0K	-$57.0K	2026-11-09
UMB Bank, n.a.	INCREASED	472	434	+38	+9%	$22.9K	$24.0K	+$1.0K	2026-11-06
True Wealth Design, LLC	INCREASED	424	360	+64	+18%	$19.0K	$21.5K	+$2.5K	2026-10-13
Summit Securities Group LLC	NEW	357	—	+357	—	—	$18.1K	—	2026-11-05
MassMutual Private Wealth & Trust, FSB	UNCHANGED	314	314	0	0%	$16.6K	$16.0K	-$650	2026-10-05
Allworth Financial LP	INCREASED	310	256	+54	+21%	$13.5K	$16.4K	+$2.9K	2026-11-06
Signaturefd, LLC	DECREASED	302	399	-97	-24%	$21.1K	$15.3K	-$5.8K	2026-10-23
Assetmark, Inc	INCREASED	294	115	+179	+156%	$6.1K	$14.9K	+$8.9K	2026-10-21
Leonteq Securities AG	INCREASED	249	125	+124	+99%	$6.6K	$12.6K	+$6.0K	2026-10-29
IFP Advisors, Inc	INCREASED	248	223	+25	+11%	$11.8K	$12.6K	+$808	2026-10-16
Bare Financial Services, Inc	DECREASED	244	379	-135	-36%	$20.0K	$12.4K	-$7.6K	2026-11-04
Root Financial Partners, LLC	NEW	235	—	+235	—	—	$11.9K	—	2026-10-21
Parkside Financial Bank & Trust	INCREASED	228	201	+27	+13%	$10.6K	$11.6K	+$955	2026-10-27
North Star Investment Management Corp.	UNCHANGED	180	180	0	0%	$9.5K	$9.1K	-$373	2026-10-27
Private Wealth Management Group, LLC	UNCHANGED	141	141	0	0%	$7.5K	$7.2K	-$292	2026-10-19
SBI Securities Co., Ltd.	INCREASED	133	89	+44	+49%	$4.7K	$6.8K	+$2.1K	2026-10-22
Zions Bancorporation, National Association	NEW	131	—	+131	—	—	$6.7K	—	2026-11-06
Cedar Mountain Advisors, LLC	INCREASED	124	119	+5	+4%	$6.3K	$6.3K	+$7	2026-10-15
Covestor Ltd	DECREASED	121	286	-165	-58%	$15.0K	$6	-$15.0K	2026-10-30
Clark Wealth Partners	NEW	114	—	+114	—	—	$5.8K	—	2026-10-19
Private Trust Co NA	UNCHANGED	108	108	0	0%	$5.7K	$5.5K	-$224	2026-10-20
Valued Wealth Advisors LLC	INCREASED	82	56	+26	+46%	$3.0K	$4.2K	+$1.2K	2026-11-05
Picton Mahoney Asset Management	DECREASED	77	96	-19	-20%	$5.1K	$3.9K	-$1.2K	2026-11-09
Farmers & Merchants Investments Inc	INCREASED	76	43	+33	+77%	$2.3K	$3.9K	+$1.6K	2026-10-22
Silver Grove Financial Group, Inc.	DECREASED	76	77	-1	-1%	$4.1K	$3.9K	-$210	2026-11-05
UMB Private Wealth Management, LLC	NEW	60	—	+60	—	—	$3.0K	—	2026-10-19
Mather Group, Llc.	NEW	52	—	+52	—	—	$2.6K	—	2026-10-14
JFS Wealth Advisors, LLC	INCREASED	52	46	+6	+13%	$2.4K	$2.6K	+$209	2026-11-03
Creative Capital Management Investments LLC	INCREASED	51	22	+29	+132%	$1.2K	$2.6K	+$1.4K	2026-10-28
TD Private Client Wealth LLC	INCREASED	33	15	+18	+120%	$793	$1.7K	+$883	2026-10-28
Physician Wealth Advisors, Inc.	UNCHANGED	30	30	0	0%	$1.6K	$1.5K	-$63	2026-10-20
Ascentis Wealth Management, LLC	NEW	26	—	+26	—	—	$1.3K	—	2026-11-03
Blue Trust, Inc.	NEW	24	—	+24	—	—	$1.2K	—	2026-10-15
Geneos Wealth Management Inc.	NEW	22	—	+22	—	—	$1.1K	—	2026-11-09
SJS Investment Consulting Inc.	INCREASED	18	9	+9	+100%	$476	$915	+$439	2026-10-26
Valley National Advisers Inc	NEW	17	—	+17	—	—	$864	—	2026-10-23
Wealth Enhancement Trust Services, Inc.	UNCHANGED	16	16	0	0%	$846	$813	-$33	2026-10-07
Clearstead Advisors, LLC	DECREASED	15	19	-4	-21%	$1.0K	$762	-$243	2026-11-06
Bay Harbor Wealth Management, LLC	INCREASED	12	5	+7	+140%	$264	$610	+$346	2026-11-03
Gilpin Wealth Management, LLC	INCREASED	12	9	+3	+33%	$476	$610	+$134	2026-10-09
Capital Advisors, Ltd. LLC	UNCHANGED	10	10	0	0%	$1	$1	$0	2026-10-27
Hughes Financial Services, LLC	UNCHANGED	9	9	0	0%	$476	$492	+$16	2026-10-30
Proathlete Wealth Management LLC	NEW	8	—	+8	—	—	$406	—	2026-10-15
Davis Capital Management	INCREASED	8	4	+4	+100%	$211	$406	+$195	2026-10-08
Financial Consulate, Inc	NEW	5	—	+5	—	—	$254	—	2026-10-23
CoreCap Advisors, LLC	DECREASED	5	132	-127	-96%	$7.0K	$254	-$6.7K	2026-10-08
DecisionPoint Financial, LLC	INCREASED	4	2	+2	+100%	$104	$207	+$103	2026-10-27
RHL Group, LLC	NEW	1	—	+1	—	—	$51	—	2026-11-04
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$53	$51	-$2	2026-10-15
Channing Capital Management, LLC	CLOSED	0	821,628	-821,628	-100%	$43.4M	$0	-$43.4M	2026-11-02
LSV Asset Management	CLOSED	0	394,900	-394,900	-100%	$20.9M	$0	-$20.9M	2026-11-06
Great Lakes Advisors, LLC	CLOSED	0	53,516	-53,516	-100%	$2.8M	$0	-$2.8M	2026-11-06
Deroy & Devereaux Private Investment Counsel Inc	CLOSED	0	40,170	-40,170	-100%	$2.1M	$0	-$2.1M	2026-10-26
Intech Investment Management LLC	CLOSED	0	17,996	-17,996	-100%	$951.4K	$0	-$951.4K	2026-11-09
Sierra Summit Advisors LLC	CLOSED	0	14,529	-14,529	-100%	$768.1K	$0	-$768.1K	2026-10-28
Oppenheimer & Close, LLC	CLOSED	0	11,400	-11,400	-100%	$602.7K	$0	-$602.7K	2026-11-09
Burns Matteson Capital Management, LLC	CLOSED	0	7,966	-7,966	-100%	$421.2K	$0	-$421.2K	2026-10-16
Commonwealth Financial Services, LLC	CLOSED	0	5,434	-5,434	-100%	$287.3K	$0	-$287.3K	2026-10-20
DekaBank Deutsche Girozentrale	CLOSED	0	5,026	-5,026	-100%	$345	$0	-$345	2026-10-27
Symmetry Partners, LLC	CLOSED	0	4,916	-4,916	-100%	$259.9K	$0	-$259.9K	2026-10-27
MacKenzie Financial Corp	CLOSED	0	3,937	-3,937	-100%	$208.1K	$0	-$208.1K	2026-11-02
Inspire Investing, LLC	CLOSED	0	3,896	-3,896	-100%	$206.0K	$0	-$206.0K	2026-10-22
Bellecapital International Ltd.	CLOSED	0	785	-785	-100%	$41.5K	$0	-$41.5K	2026-10-21
Institute for Wealth Management, Llc.	CLOSED	0	592	-592	-100%	$31.3K	$0	-$31.3K	2026-11-06
WPG Advisers, LLC	CLOSED	0	91	-91	-100%	$4.8K	$0	-$4.8K	2026-10-27
Rossby Financial, LCC	CLOSED	0	90	-90	-100%	$4.8K	$0	-$4.8K	2026-11-05
Plante Moran Financial Advisors, LLC	CLOSED	0	31	-31	-100%	$1.6K	$0	-$1.6K	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	21	-21	-100%	$1.1K	$0	-$1.1K	2026-10-16
Creative Financial Designs Inc	CLOSED	0	4	-4	-100%	$213	$0	-$213	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-06
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
Cullen T Bankers, Inc.	DECREASED	0	911	-911	-100%	$48.2K	$14	-$48.2K	2026-10-28
BlackRock, Inc.	N/A	—	11,977,441	-11,977,441	-100%	$633.2M	—	—	—
Canada Pension Plan Investment Board	N/A	—	7,006,895	-7,006,895	-100%	$370.5M	—	—	—
Gimbel Daniel Scott	N/A	—	6,240,865	-6,240,865	-100%	$330.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	5,273,055	-5,273,055	-100%	$278.8M	—	—	—
Sourcerock Group LLC	N/A	—	4,890,388	-4,890,388	-100%	$258.6M	—	—	—
State Street Corp	N/A	—	4,303,304	-4,303,304	-100%	$227.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,723,052	-3,723,052	-100%	$196.8M	—	—	—
American Century Companies Inc	N/A	—	2,726,539	-2,726,539	-100%	$144.2M	—	—	—
Orbis Allan Gray Ltd	N/A	—	2,422,242	-2,422,242	-100%	$128.1M	—	—	—
FMR LLC	N/A	—	2,378,033	-2,378,033	-100%	$125.7M	—	—	—
Invesco Ltd.	N/A	—	2,277,720	-2,277,720	-100%	$120.4M	—	—	—
Victory Capital Management Inc	N/A	—	2,127,346	-2,127,346	-100%	$112.5M	—	—	—
Citadel Advisors LLC	N/A	—	1,868,891	-1,868,891	-100%	$98.8M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	1,785,343	-1,785,343	-100%	$94.4M	—	—	—
Morgan Stanley	N/A	—	1,496,374	-1,496,374	-100%	$79.1M	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	907,661	-907,661	-100%	$48.0M	—	—	—
Northern Trust Corp	N/A	—	901,512	-901,512	-100%	$47.7M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	895,148	-895,148	-100%	$47.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	894,305	-894,305	-100%	$47.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	783,484	-783,484	-100%	$41.4M	—	—	—
UBS Group AG	N/A	—	719,849	-719,849	-100%	$38.1M	—	—	—
Massachusetts Financial Services Co	N/A	—	529,835	-529,835	-100%	$28.0M	—	—	—
Balyasny Asset Management L.P.	N/A	—	529,735	-529,735	-100%	$28.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	523,082	-523,082	-100%	$27.7M	—	—	—
Jupiter Topco LLC	N/A	—	499,201	-499,201	-100%	$26.4M	—	—	—
Neuberger Berman Group LLC	N/A	—	470,697	-470,697	-100%	$24.9M	—	—	—
Ameriprise Financial Inc	N/A	—	400,886	-400,886	-100%	$21.2M	—	—	—
Bank of America Corp	N/A	—	383,867	-383,867	-100%	$20.3M	—	—	—
New York State Common Retirement Fund	N/A	—	372,360	-372,360	-100%	$19.7M	—	—	—
Palo Duro Investment Partners, LP	N/A	—	350,657	-350,657	-100%	$18.5M	—	—	—
Public Sector Pension Investment Board	N/A	—	330,535	-330,535	-100%	$17.5M	—	—	—
Nuveen, LLC	N/A	—	330,402	-330,402	-100%	$17.5M	—	—	—
Franklin Resources Inc	N/A	—	328,634	-328,634	-100%	$17.4M	—	—	—
AQR Capital Management LLC	N/A	—	291,484	-291,484	-100%	$15.4M	—	—	—
Boothbay Fund Management, LLC	N/A	—	290,059	-290,059	-100%	$15.3M	—	—	—
Loomis Sayles & Co L P	N/A	—	285,889	-285,889	-100%	$15.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	285,324	-285,324	-100%	$15.1M	—	—	—
Qube Research & Technologies Ltd	N/A	—	282,922	-282,922	-100%	$15.0M	—	—	—
JPMorgan Chase & Co	N/A	—	261,975	-261,975	-100%	$14.0M	—	—	—
Edgestream Partners, L.P.	N/A	—	249,307	-249,307	-100%	$13.2M	—	—	—
SIR Capital Management, L.P.	N/A	—	218,438	-218,438	-100%	$11.5M	—	—	—
Prudential Financial Inc	N/A	—	215,859	-215,859	-100%	$11.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	207,023	-207,023	-100%	$10.9M	—	—	—
Rhumbline Advisers	N/A	—	199,302	-199,302	-100%	$10.5M	—	—	—
Steamboat Capital Partners, LLC	N/A	—	197,755	-197,755	-100%	$10.5M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	179,801	-179,801	-100%	$9.5M	—	—	—
Legal & General Group Plc	N/A	—	179,294	-179,294	-100%	$9.5M	—	—	—
BlackBarn Capital Partners LP	N/A	—	175,000	-175,000	-100%	$9.3M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	166,000	-166,000	-100%	$8.8M	—	—	—
Renaissance Technologies LLC	N/A	—	157,869	-157,869	-100%	$8.3M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	150,000	-150,000	-100%	$7.9M	—	—	—
Walleye Capital LLC	N/A	—	148,776	-148,776	-100%	$7.9M	—	—	—
Clearbridge Investments, LLC	N/A	—	146,135	-146,135	-100%	$7.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	143,524	-143,524	-100%	$7.6M	—	—	—
Hudson Bay Capital Management LP	N/A	—	142,161	-142,161	-100%	$7.5M	—	—	—
Two Sigma Investments, LP	N/A	—	136,050	-136,050	-100%	$7.2M	—	—	—
SEI Investments Co	N/A	—	133,722	-133,722	-100%	$7.1M	—	—	—
Swiss National Bank	N/A	—	133,500	-133,500	-100%	$7.1M	—	—	—
Kore Advisors LP	N/A	—	132,784	-132,784	-100%	$7.0M	—	—	—
First Trust Advisors LP	N/A	—	130,405	-130,405	-100%	$6.9M	—	—	—
Clayton Partners LLC	N/A	—	122,260	-122,260	-100%	$6.5M	—	—	—
HRT Financial LP	N/A	—	100,215	-100,215	-100%	$5.3M	—	—	—
Royal Bank of Canada	N/A	—	97,934	-97,934	-100%	$5.2M	—	—	—
Aristides Capital LLC	N/A	—	92,055	-92,055	-100%	$4.9M	—	—	—
Alliancebernstein L.P.	N/A	—	90,580	-90,580	-100%	$6.3M	—	—	—
Saber Capital Managment, LLC	N/A	—	84,510	-84,510	-100%	$4.5M	—	—	—
Readystate Asset Management LP	N/A	—	82,255	-82,255	-100%	$4.3M	—	—	—
Zacks Investment Management	N/A	—	79,909	-79,909	-100%	$4.2M	—	—	—
Hite Hedge Asset Management LLC	N/A	—	78,221	-78,221	-100%	$4.1M	—	—	—
Wells Fargo & Company	N/A	—	76,625	-76,625	-100%	$4.1M	—	—	—
California State Teachers Retirement System	N/A	—	76,586	-76,586	-100%	$4.0M	—	—	—
Neo Ivy Capital Management	N/A	—	76,525	-76,525	-100%	$4.0M	—	—	—
Rafferty Asset Management, LLC	N/A	—	67,014	-67,014	-100%	$3.5M	—	—	—
Trexquant Investment LP	N/A	—	64,791	-64,791	-100%	$3.4M	—	—	—
Empowered Funds, LLC	N/A	—	62,974	-62,974	-100%	$3.3M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	56,923	-56,923	-100%	$3.0M	—	—	—
Millennium Management LLC	N/A	—	55,886	-55,886	-100%	$3.0M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	55,154	-55,154	-100%	$2.9M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	53,064	-53,064	-100%	$2.8M	—	—	—
Voya Investment Management LLC	N/A	—	50,824	-50,824	-100%	$2.7M	—	—	—
Panagora Asset Management Inc	N/A	—	50,014	-50,014	-100%	$2.6M	—	—	—
XTX Topco Ltd	N/A	—	46,150	-46,150	-100%	$2.4M	—	—	—
MetLife Investment Management, LLC	N/A	—	42,909	-42,909	-100%	$2.3M	—	—	—
Weiss Asset Management LP	N/A	—	41,957	-41,957	-100%	$2.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	40,494	-40,494	-100%	$2.1M	—	—	—
South Street Advisors LLC	N/A	—	37,130	-37,130	-100%	$2.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	36,144	-36,144	-100%	$1.9M	—	—	—
Algert Global LLC	N/A	—	34,810	-34,810	-100%	$1.8M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	33,857	-33,857	-100%	$1.8M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	32,183	-32,183	-100%	$1.7M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	30,334	-30,334	-100%	$1.6M	—	—	—
GW&K Investment Management, LLC	N/A	—	29,928	-29,928	-100%	$1.6M	—	—	—
Allianz Asset Management GmbH	N/A	—	29,609	-29,609	-100%	$1.6M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	29,287	-29,287	-100%	$1.5M	—	—	—
State of Wisconsin Investment Board	N/A	—	26,370	-26,370	-100%	$1.4M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	26,227	-26,227	-100%	$1.4M	—	—	—
Dark Forest Capital Management LP	N/A	—	25,969	-25,969	-100%	$1.4M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	25,280	-25,280	-100%	$1.3M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	25,062	-25,062	-100%	$1.3M	—	—	—
Globeflex Capital L P	N/A	—	24,519	-24,519	-100%	$1.3M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	23,571	-23,571	-100%	$1.2M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	23,192	-23,192	-100%	$1.2M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	22,800	-22,800	-100%	$1.2M	—	—	—
Gotham Asset Management, LLC	N/A	—	21,795	-21,795	-100%	$1.2M	—	—	—
Tidal Investments LLC	N/A	—	21,196	-21,196	-100%	$1.1M	—	—	—
Guggenheim Capital LLC	N/A	—	20,482	-20,482	-100%	$1.1M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	20,377	-20,377	-100%	$1.1M	—	—	—
Vident Advisory, LLC	N/A	—	19,006	-19,006	-100%	$1.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	18,187	-18,187	-100%	$961.0K	—	—	—
Zurich Insurance Group Ltd	N/A	—	17,900	-17,900	-100%	$946.4K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	16,981	-16,981	-100%	$897.8K	—	—	—
Quantinno Capital Management LP	N/A	—	16,155	-16,155	-100%	$854.2K	—	—	—
TD Asset Management Inc	N/A	—	15,990	-15,990	-100%	$845.4K	—	—	—
IEQ Capital, LLC	N/A	—	15,843	-15,843	-100%	$837.6K	—	—	—
SG Americas Securities, LLC	N/A	—	15,588	-15,588	-100%	$824.0K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	15,000	-15,000	-100%	$793.1K	—	—	—
Centiva Capital, LP	N/A	—	14,472	-14,472	-100%	$765.1K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	14,446	-14,446	-100%	$763.8K	—	—	—
Mariner, LLC	N/A	—	13,992	-13,992	-100%	$739.7K	—	—	—
Aquatic Capital Management LLC	N/A	—	12,848	-12,848	-100%	$679.3K	—	—	—
Engineers Gate Manager LP	N/A	—	12,730	-12,730	-100%	$673.0K	—	—	—
CoreCommodity Management, LLC	N/A	—	12,606	-12,606	-100%	$666.5K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	12,292	-12,292	-100%	$649.9K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	11,140	-11,140	-100%	$589.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	11,100	-11,100	-100%	$586.9K	—	—	—
Cannell & Spears LLC	N/A	—	10,900	-10,900	-100%	$576.3K	—	—	—
Natixis Advisors, LLC	N/A	—	10,560	-10,560	-100%	$558.0K	—	—	—
Proficio Capital Partners LLC	N/A	—	10,218	-10,218	-100%	$540.2K	—	—	—
Orvieto Partners, L.P.	N/A	—	10,000	-10,000	-100%	$528.7K	—	—	—
Verdad Advisers, LP	N/A	—	10,000	-10,000	-100%	$528.7K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	9,265	-9,265	-100%	$489.8K	—	—	—
Inspire Advisors, LLC	N/A	—	9,036	-9,036	-100%	$477.3K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	9,000	-9,000	-100%	$475.8K	—	—	—
CIM, LLC	N/A	—	8,994	-8,994	-100%	$475.5K	—	—	—
Bridgefront Capital, LLC	N/A	—	8,829	-8,829	-100%	$466.8K	—	—	—
Interval Partners, LP	N/A	—	8,659	-8,659	-100%	$457.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,650	-8,650	-100%	$457.3K	—	—	—
Pallas Capital Advisors LLC	N/A	—	8,587	-8,587	-100%	$454.0K	—	—	—
Odyssean, LLC	N/A	—	8,409	-8,409	-100%	$444.6K	—	—	—
Stokes Family Office, LLC	N/A	—	8,295	-8,295	-100%	$438.6K	—	—	—
Entropy Technologies, LP	N/A	—	8,224	-8,224	-100%	$434.8K	—	—	—
Cerity Partners LLC	N/A	—	8,174	-8,174	-100%	$432.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	7,676	-7,676	-100%	$405.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	7,613	-7,613	-100%	$402.5K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	7,107	-7,107	-100%	$376.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	6,672	-6,672	-100%	$352.7K	—	—	—
CSM Advisors, LLC	N/A	—	6,615	-6,615	-100%	$350.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,442	-6,442	-100%	$340.6K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	6,269	-6,269	-100%	$331.5K	—	—	—
Captrust Financial Advisors	N/A	—	5,943	-5,943	-100%	$314.2K	—	—	—
Federated Hermes, Inc.	N/A	—	5,921	-5,921	-100%	$313.0K	—	—	—
HighTower Advisors, LLC	N/A	—	5,613	-5,613	-100%	$296.8K	—	—	—
DRW Securities, LLC	N/A	—	5,307	-5,307	-100%	$280.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	5,281	-5,281	-100%	$279.2K	—	—	—
Empirical Asset Management, LLC	N/A	—	5,001	-5,001	-100%	$264.4K	—	—	—
Hancock Whitney Corp	N/A	—	4,798	-4,798	-100%	$253.7K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,491	-4,491	-100%	$237.4K	—	—	—
Caitlin John, LLC	N/A	—	4,294	-4,294	-100%	$227.0K	—	—	—
Myda Advisors LLC	N/A	—	4,231	-4,231	-100%	$223.7K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	4,133	-4,133	-100%	$218.5K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	4,130	-4,130	-100%	$218.4K	—	—	—
Fieldview Capital Management, LLC	N/A	—	4,062	-4,062	-100%	$214.8K	—	—	—
Oxford Asset Management LLP	N/A	—	3,971	-3,971	-100%	$209.9K	—	—	—
Focus Partners Wealth	N/A	—	3,881	-3,881	-100%	$205.2K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	3,814	-3,814	-100%	$201.6K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	3,668	-3,668	-100%	$193.9K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	3,562	-3,562	-100%	$188.3K	—	—	—
Arax Advisory Partners	N/A	—	3,152	-3,152	-100%	$166.6K	—	—	—
Horizon Investments, LLC	N/A	—	2,090	-2,090	-100%	$110.5K	—	—	—
Walleye Trading LLC	N/A	—	1,962	-1,962	-100%	$103.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,160	-1,160	-100%	$61.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	929	-929	-100%	$49.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	860	-860	-100%	$45.2K	—	—	—
Optiver Holding B.V.	N/A	—	695	-695	-100%	$36.7K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	634	-634	-100%	$33.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	609	-609	-100%	$32.2K	—	—	—
Advisors Asset Management, Inc.	N/A	—	510	-510	-100%	$27.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	493	-493	-100%	$26.1K	—	—	—
Nomura Asset Management Co LTD	N/A	—	490	-490	-100%	$25.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	441	-441	-100%	$23.3K	—	—	—
Pacer Advisors, Inc.	N/A	—	334	-334	-100%	$18	—	—	—
Rothschild Investment LLC	N/A	—	241	-241	-100%	$12.7K	—	—	—
Continuum Advisory, LLC	N/A	—	143	-143	-100%	$7.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	138	-138	-100%	$7.3K	—	—	—
Bellevue Asset Management, LLC	N/A	—	132	-132	-100%	$7.0K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	95	-95	-100%	$5.0K	—	—	—
CVA Family Office, LLC	N/A	—	92	-92	-100%	$4.9K	—	—	—
WealthCollab, LLC	N/A	—	88	-88	-100%	$4.7K	—	—	—
Synergy Investment Management, LLC	N/A	—	71	-71	-100%	$3.8K	—	—	—
Investors Portfolio Services LLC	N/A	—	57	-57	-100%	$3.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	45	-45	-100%	$2.4K	—	—	—
Huntington National Bank	N/A	—	44	-44	-100%	$2.3K	—	—	—
IMA Advisory Services, Inc.	N/A	—	34	-34	-100%	$1.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	29	-29	-100%	$1.5K	—	—	—
BFC Planning, Inc.	N/A	—	29	-29	-100%	$1.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	29	-29	-100%	$1.5K	—	—	—
Kilter Group LLC	N/A	—	26	-26	-100%	$1.4K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	23	-23	-100%	$1.2K	—	—	—
Rialto Wealth Management, LLC	N/A	—	22	-22	-100%	$1.2K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	20	-20	-100%	$1.1K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	18	-18	-100%	$952	—	—	—
Ankerstar Wealth, LLC	N/A	—	18	-18	-100%	$952	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	16	-16	-100%	$846	—	—	—
Quarry LP	N/A	—	9	-9	-100%	$476	—	—	—
HFM Investment Advisors, LLC	N/A	—	8	-8	-100%	$423	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	8	-8	-100%	$423	—	—	—
SHP Wealth Management	N/A	—	7	-7	-100%	$370	—	—	—
LRI Investments, LLC	N/A	—	4	-4	-100%	$211	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$92	—	—	—

Showing 389 of 389 institutions