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Cargurus Inc (CARG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Congress Asset Management Co
INCREASED
Shares2,125,686 from 1,976,348
Change+149,338 (+8%)
Value$66.2M (-$1.1M)
Filed 2026-10-06
Geode Capital Management, LLC
DECREASED
Shares1,969,145 from 2,093,962
Change-124,817 (-6%)
Value$61.4M (-$10.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,898,548 from 1,822,639
Change+75,909 (+4%)
Value$59.2M (-$3.0M)
Filed 2026-11-04
Acadian Asset Management LLC
INCREASED
Shares1,185,775 from 951,875
Change+233,900 (+25%)
Value$36.9M (+$4.5M)
Filed 2026-11-09
Fort Washington Investment Advisors Inc
DECREASED
Shares718,447 from 1,069,080
Change-350,633 (-33%)
Value$22.4M (-$14.1M)
Filed 2026-10-15
Principal Financial Group Inc
DECREASED
Shares517,023 from 568,330
Change-51,307 (-9%)
Value$16.1M (-$3.3M)
Filed 2026-11-02
Aberdeen Group plc
DECREASED
Shares452,719 from 462,097
Change-9,378 (-2%)
Value$14.1M (-$1.6M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares442,953 from 458,514
Change-15,561 (-3%)
Value$13.8M (-$1.8M)
Filed 2026-11-05
William Blair Investment Management, LLC
DECREASED
Shares381,155 from 572,846
Change-191,691 (-33%)
Value$11.9M (-$7.7M)
Filed 2026-11-06
Gagnon Securities LLC
INCREASED
Shares368,573 from 367,073
Change+1,500 (+0%)
Value$11.5M (-$1.0M)
Filed 2026-11-05
Bessemer Group Inc
INCREASED
Shares358,099 from 357,894
Change+205 (+0%)
Value$11.2M (-$1.0M)
Filed 2026-11-09
Assenagon Asset Management S.A.
INCREASED
Shares351,886 from 135,582
Change+216,304 (+160%)
Value$11.0M (+$6.3M)
Filed 2026-10-15
LSV Asset Management
INCREASED
Shares349,100 from 339,300
Change+9,800 (+3%)
Value$10.9M (-$689.0K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares277,349 from 241,473
Change+35,876 (+15%)
Value$8.6M (+$412.7K)
Filed 2026-11-06
Allen Investment Management, LLC
UNCHANGED
Shares257,827 from 257,827
Change0 (0%)
Value$8.0M (-$755.4K)
Filed 2026-11-03
Nordea Investment Management AB
DECREASED
Shares246,515 from 278,040
Change-31,525 (-11%)
Value$7.7M (-$1.6M)
Filed 2026-11-09
Citigroup Inc
INCREASED
Shares245,508 from 235,811
Change+9,697 (+4%)
Value$7.7M (-$388.8K)
Filed 2026-11-04
Dana Investment Advisors, Inc.
DECREASED
Shares218,033 from 221,185
Change-3,152 (-1%)
Value$6.8M (-$746.3K)
Filed 2026-11-06
Edgestream Partners, L.P.
INCREASED
Shares176,726 from 47,093
Change+129,633 (+275%)
Value$5.5M (+$3.9M)
Filed 2026-11-10
Creative Planning
INCREASED
Shares132,799 from 89,051
Change+43,748 (+49%)
Value$4.1M (+$1.1M)
Filed 2026-11-02
Convergence Investment Partners, LLC
INCREASED
Shares127,870 from 102,074
Change+25,796 (+25%)
Value$4.0M (+$504.7K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares113,067 from 35,389
Change+77,678 (+220%)
Value$3.5M (+$2.3M)
Filed 2026-10-16
Leuthold Group, LLC
DECREASED
Shares106,697 from 116,213
Change-9,516 (-8%)
Value$3.3M (-$637.0K)
Filed 2026-11-04
Amundi
INCREASED
Shares105,603 from 29,697
Change+75,906 (+256%)
Value$3.3M (+$2.3M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares90,323 from 87,935
Change+2,388 (+3%)
Value$2.7M (-$404.7K)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares74,090 from 78,999
Change-4,909 (-6%)
Value$2.3M (-$384.4K)
Filed 2026-11-06
Stackstone Wealth, LLC
NEW
Shares73,092
Change+73,092
Value$2.3M
Filed 2026-10-19
GAM Holding AG
DECREASED
Shares63,165 from 162,600
Change-99,435 (-61%)
Value$2.0M (-$3.6M)
Filed 2026-11-03
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares55,263 from 55,263
Change0 (0%)
Value$1.7M (-$161.9K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares53,431 from 56,537
Change-3,106 (-5%)
Value$1.7M (-$262.0K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares47,068 from 17,527
Change+29,541 (+169%)
Value$1.5M (+$869.1K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares45,559 from 50,784
Change-5,225 (-10%)
Value$1.4M (-$311.6K)
Filed 2026-11-06
Achmea Investment Management B.V.
NEW
Shares45,093
Change+45,093
Value$1.4M
Filed 2026-10-30
Intech Investment Management LLC
INCREASED
Shares43,481 from 37,950
Change+5,531 (+15%)
Value$1.4M (+$61.2K)
Filed 2026-11-09
Jefferies Financial Group Inc.
NEW
Shares42,800
Change+42,800
Value$1.3M
Filed 2026-11-05
Illinois Municipal Retirement Fund
DECREASED
Shares42,635 from 45,303
Change-2,668 (-6%)
Value$1.3M (-$215.9K)
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares41,023 from 12,100
Change+28,923 (+239%)
Value$1.3M (+$865.8K)
Filed 2026-10-29
Summit Global Investments
INCREASED
Shares37,726 from 35,182
Change+2,544 (+7%)
Value$1.2M (-$23.0K)
Filed 2026-10-28
New York State Teachers Retirement System
INCREASED
Shares36,070 from 34,047
Change+2,023 (+6%)
Value$1.1M (-$37.0K)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED
Shares32,776 from 27,489
Change+5,287 (+19%)
Value$1.0M (+$84.2K)
Filed 2026-10-20
State of Alaska, Department of Revenue
DECREASED
Shares32,467 from 44,414
Change-11,947 (-27%)
Value$1.0M (-$501.0K)
Filed 2026-10-15
Louisiana State Employees Retirement System
DECREASED
Shares32,100 from 33,300
Change-1,200 (-4%)
Value$1.0M (-$135.0K)
Filed 2026-10-20
State of New Jersey Common Pension Fund D
DECREASED
Shares31,794 from 41,415
Change-9,621 (-23%)
Value$990.7K (-$421.1K)
Filed 2026-11-05
Novem Group
INCREASED
Shares30,458 from 29,007
Change+1,451 (+5%)
Value$949.1K (-$39.8K)
Filed 2026-10-19
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED
Shares28,172 from 67,768
Change-39,596 (-58%)
Value$877.8K (-$1.4M)
Filed 2026-11-10
Gibbs Wealth Management
INCREASED
Shares27,030 from 25,301
Change+1,729 (+7%)
Value$842.3K (-$20.3K)
Filed 2026-10-22
Smith Group Asset Management, LLC
INCREASED
Shares26,296 from 17,147
Change+9,149 (+53%)
Value$819.4K (+$234.8K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares23,772 from 17,599
Change+6,173 (+35%)
Value$740.7K (+$140.8K)
Filed 2026-10-30
Unique Wealth Strategies, LLC
UNCHANGED
Shares23,253 from 23,253
Change0 (0%)
Value$792.7K ($0)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares22,685 from 11,132
Change+11,553 (+104%)
Value$706.9K (+$327.4K)
Filed 2026-11-03
MacKenzie Financial Corp
DECREASED
Shares22,237 from 28,614
Change-6,377 (-22%)
Value$692.9K (-$282.5K)
Filed 2026-11-02
OP Asset Management Ltd
UNCHANGED
Shares21,918 from 21,918
Change0 (0%)
Value$683.0K (-$64.2K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares21,202 from 24,318
Change-3,116 (-13%)
Value$660.7K (-$168.3K)
Filed 2026-10-13
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares20,913 from 21,775
Change-862 (-4%)
Value$651.6K (-$90.7K)
Filed 2026-11-09
Bank of Montreal
INCREASED
Shares20,887 from 18,995
Change+1,892 (+10%)
Value$650.8K (+$3.3K)
Filed 2026-11-09
Arizona State Retirement System
DECREASED
Shares20,448 from 21,226
Change-778 (-4%)
Value$637.2K (-$86.4K)
Filed 2026-11-03
Teachers Retirement System of the State of Kentucky
DECREASED
Shares20,168 from 54,299
Change-34,131 (-63%)
Value$628.0K (-$1.2M)
Filed 2026-11-10
Harbor Capital Advisors, Inc.
DECREASED
Shares19,813 from 23,783
Change-3,970 (-17%)
Value$617.0K (-$194.0K)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares19,523 from 20,391
Change-868 (-4%)
Value$608.0K (-$87.0K)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares19,121 from 20,516
Change-1,395 (-7%)
Value$595.8K (-$103.6K)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares17,744 from 18,015
Change-271 (-1%)
Value$552.9K (-$61.2K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares17,688 from 17,112
Change+576 (+3%)
Value$551.2K (-$32.2K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares17,025 from 18,219
Change-1,194 (-7%)
Value$530.5K (-$90.6K)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
DECREASED
Shares16,929 from 17,229
Change-300 (-2%)
Value$527.5K (-$59.8K)
Filed 2026-10-30
Maryland State Retirement & Pension System
INCREASED
Shares16,892 from 10,996
Change+5,896 (+54%)
Value$526.4K (+$151.5K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares15,694 from 14,570
Change+1,124 (+8%)
Value$489.0K (-$7.7K)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares15,402 from 6,069
Change+9,333 (+154%)
Value$486 (-$205.5K)
Filed 2026-10-27
Portside Wealth Group, LLC
INCREASED
Shares15,278 from 14,953
Change+325 (+2%)
Value$476.1K (-$33.7K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares14,444 from 14,387
Change+57 (+0%)
Value$450.1K (-$40.4K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares14,321 from 15,718
Change-1,397 (-9%)
Value$425.9K (-$126.1K)
Filed 2026-10-16
Abel Hall, LLC
INCREASED
Shares14,304 from 14,048
Change+256 (+2%)
Value$445.7K (-$33.2K)
Filed 2026-10-19
Handelsbanken Fonder AB
DECREASED
Shares14,097 from 25,800
Change-11,703 (-45%)
Value$439.0K (-$441.0K)
Filed 2026-11-09
AdvisorShares Investments LLC
UNCHANGED
Shares13,600 from 13,600
Change0 (0%)
Value$423.8K (-$39.8K)
Filed 2026-11-09
Sumitomo Mitsui Trust Group, Inc.
NEW
Shares13,518
Change+13,518
Value$421.2K
Filed 2026-10-29
Ritholtz Wealth Management
INCREASED
Shares12,827 from 11,824
Change+1,003 (+8%)
Value$399.7K (-$3.4K)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares12,493 from 13,391
Change-898 (-7%)
Value$389.3K (-$67.2K)
Filed 2026-11-03
State of Wyoming
INCREASED
Shares11,931 from 11,254
Change+677 (+6%)
Value$371.8K (-$11.9K)
Filed 2026-10-28
Ethic Inc.
INCREASED
Shares10,762 from 10,295
Change+467 (+5%)
Value$335.3K (-$15.6K)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares10,331 from 10,754
Change-423 (-4%)
Value$321.9K (-$44.7K)
Filed 2026-10-29
Fifth Third Wealth Advisors LLC
NEW
Shares9,341
Change+9,341
Value$291.1K
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares9,146 from 7,530
Change+1,616 (+21%)
Value$285.0K (+$28.3K)
Filed 2026-11-04
Cullinan Associates Inc
DECREASED
Shares8,800 from 10,800
Change-2,000 (-19%)
Value$274.2K (-$94.0K)
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares8,594 from 8,702
Change-108 (-1%)
Value$267.8K (-$28.9K)
Filed 2026-10-23
Waldron Private Wealth LLC
UNCHANGED
Shares8,174 from 8,174
Change0 (0%)
Value$254.7K (-$24.0K)
Filed 2026-11-02
111 Capital
NEW
Shares8,128
Change+8,128
Value$253.3K
Filed 2026-11-03
Balboa Wealth Partners
NEW
Shares8,125
Change+8,125
Value$253.2K
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares7,846 from 6,554
Change+1,292 (+20%)
Value$244.5K (+$21.1K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,601 from 6,455
Change+1,146 (+18%)
Value$222.3K (+$1.6K)
Filed 2026-10-13
Nwam LLC
INCREASED
Shares7,430 from 7,420
Change+10 (+0%)
Value$231.5K (-$21.4K)
Filed 2026-11-09
Concurrent Investment Advisors, LLC
DECREASED
Shares7,409 from 8,273
Change-864 (-10%)
Value$230.9K (-$51.2K)
Filed 2026-10-16
Xponance LLC
DECREASED
Shares7,390 from 7,558
Change-168 (-2%)
Value$230.3K (-$27.4K)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
DECREASED
Shares6,698 from 6,857
Change-159 (-2%)
Value$208.7K (-$25.0K)
Filed 2026-10-21
Nykredit A/S
UNCHANGED
Shares5,377 from 5,377
Change0 (0%)
Value$167.5K (-$15.8K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares5,108 from 4,523
Change+585 (+13%)
Value$159.2K (+$5.0K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares4,997 from 10,647
Change-5,650 (-53%)
Value$155.7K (-$207.3K)
Filed 2026-11-06
Central Pacific Bank - Trust Division
DECREASED
Shares4,918 from 7,018
Change-2,100 (-30%)
Value$153.2K (-$86.0K)
Filed 2026-10-06
Covestor Ltd
INCREASED
Shares4,542 from 3,900
Change+642 (+16%)
Value$142.0K (+$9.0K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares3,951 from 3,722
Change+229 (+6%)
Value$123.1K (-$3.8K)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares3,799 from 3,848
Change-49 (-1%)
Value$118.4K (-$12.8K)
Filed 2026-10-27
Nisa Investment Advisors, LLC
INCREASED
Shares3,794 from 2,890
Change+904 (+31%)
Value$118.2K (+$19.7K)
Filed 2026-10-20
KBC Group NV
UNCHANGED
Shares2,898 from 2,898
Change0 (0%)
Value$90.0K (-$9.0K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares2,486 from 265
Change+2,221 (+838%)
Value$77.5K (+$68.4K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares2,325 from 1,934
Change+391 (+20%)
Value$72.4K (+$6.5K)
Filed 2026-10-02
Signaturefd, LLC
INCREASED
Shares1,953 from 1,224
Change+729 (+60%)
Value$60.9K (+$19.1K)
Filed 2026-10-23
Hantz Financial Services, Inc.
INCREASED
Shares1,906 from 1,687
Change+219 (+13%)
Value$59.0K (+$1.0K)
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares1,830 from 1,689
Change+141 (+8%)
Value$62.4K (+$4.8K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,631 from 1,574
Change+57 (+4%)
Value$50.8K (-$2.8K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares1,531 from 738
Change+793 (+107%)
Value$47.7K (+$22.6K)
Filed 2026-10-08
Blue Trust, Inc.
DECREASED
Shares1,351 from 3,293
Change-1,942 (-59%)
Value$42.1K (-$70.2K)
Filed 2026-10-15
Adirondack Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$31.2K (-$2.9K)
Filed 2026-10-14
Gen-Wealth Partners Inc
NEW
Shares990
Change+990
Value$30.9K
Filed 2026-11-04
KFG LLC
NEW
Shares869
Change+869
Value$27.1K
Filed 2026-11-02
Richardson Financial Services Inc.
INCREASED
Shares842 from 617
Change+225 (+36%)
Value$26.2K (+$5.2K)
Filed 2026-10-30
Eurizon Capital SGR S.p.A.
NEW
Shares793
Change+793
Value$24.8K
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
NEW
Shares780
Change+780
Value$24.3K
Filed 2026-10-16
First Horizon Corp
DECREASED
Shares706 from 866
Change-160 (-18%)
Value$22.0K (-$7.5K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$21.3K (-$2.7K)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares602 from 3,575
Change-2,973 (-83%)
Value$18.8K (-$103.1K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares510 from 262
Change+248 (+95%)
Value$15.9K (+$7.0K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
INCREASED
Shares385 from 242
Change+143 (+59%)
Value$12.0K (+$3.7K)
Filed 2026-11-05
Fulcrum Asset Management LLP
INCREASED
Shares382 from 110
Change+272 (+247%)
Value$11.9K (+$8.2K)
Filed 2026-11-04
Private Wealth Management Group, LLC
DECREASED
Shares346 from 444
Change-98 (-22%)
Value$10.8K (-$4.4K)
Filed 2026-10-19
Caitong International Asset Management Co., Ltd
DECREASED
Shares338 from 748
Change-410 (-55%)
Value$10.5K (-$15.0K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares278 from 327
Change-49 (-15%)
Value$8.7K (-$2.5K)
Filed 2026-10-05
Bell Investment Advisors, Inc
INCREASED
Shares274 from 234
Change+40 (+17%)
Value$8.5K (+$560)
Filed 2026-10-29
Bare Financial Services, Inc
INCREASED
Shares272 from 164
Change+108 (+66%)
Value$8.5K (+$2.9K)
Filed 2026-11-04
Torren Management, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$8.2K (-$768)
Filed 2026-10-29
UMB Bank, n.a.
INCREASED
Shares247 from 231
Change+16 (+7%)
Value$7.7K (-$178)
Filed 2026-11-06
Zions Bancorporation, National Association
INCREASED
Shares246 from 218
Change+28 (+13%)
Value$7.7K (+$233)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares234
Change+234
Value$7.3K
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares216
Change+216
Value$6.7K
Filed 2026-10-09
Private Trust Co NA
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$6.7K (-$632)
Filed 2026-10-20
Clearstead Advisors, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$4.4K (-$416)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares127
Change+127
Value$4.0K
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$3.6K (-$334)
Filed 2026-10-27
Proathlete Wealth Management LLC
NEW
Shares97
Change+97
Value$3.0K
Filed 2026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$3.0K (-$282)
Filed 2026-10-15
Ares Financial Consulting, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$2.9K (-$269)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares90 from 22
Change+68 (+309%)
Value$2.8K (+$2.1K)
Filed 2026-10-21
Godfrey Financial Associates, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$2.8K (-$264)
Filed 2026-11-10
JFS Wealth Advisors, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$2.5K (-$238)
Filed 2026-11-03
Farmers & Merchants Investments Inc
INCREASED
Shares74 from 52
Change+22 (+42%)
Value$2.3K (+$533)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares74 from 81
Change-7 (-9%)
Value$2.3K (-$455)
Filed 2026-10-16
Marquette Asset Management, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$2.2K (-$208)
Filed 2026-10-09
Financial Network Wealth Advisors LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.0K (-$191)
Filed 2026-10-28
Mather Group, Llc.
NEW
Shares56
Change+56
Value$1.7K
Filed 2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$1.6K (-$152)
Filed 2026-10-20
Avion Wealth
INCREASED
Shares51 from 21
Change+30 (+143%)
Value$1 (+$1)
Filed 2026-11-04
Balance Wealth Partners LLC
DECREASED
Shares50 from 5,960
Change-5,910 (-99%)
Value$1.6K (-$201.6K)
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares47 from 21
Change+26 (+124%)
Value$1.5K (+$749)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares44
Change+44
Value$1.4K
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.4K (-$129)
Filed 2026-11-05
Creative Capital Management Investments LLC
INCREASED
Shares41 from 15
Change+26 (+173%)
Value$1.3K (+$767)
Filed 2026-10-28
True Wealth Design, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.3K (-$120)
Filed 2026-10-13
Trust Co
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$717 (-$67)
Filed 2026-10-09
Picton Mahoney Asset Management
NEW
Shares18
Change+18
Value$560
Filed 2026-11-09
Bay Harbor Wealth Management, LLC
INCREASED
Shares18 from 12
Change+6 (+50%)
Value$561 (+$152)
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares17 from 117
Change-100 (-85%)
Value$530 (-$3.5K)
Filed 2026-10-14
SJS Investment Consulting Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$499 (-$47)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares13
Change+13
Value$405
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$343 (-$32)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares9 from 2
Change+7 (+350%)
Value$280 (+$212)
Filed 2026-10-22
TD Private Client Wealth LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$280 (-$27)
Filed 2026-10-28
Davis Capital Management
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$218 (+$82)
Filed 2026-10-08
Financial Consulate, Inc
NEW
Shares6
Change+6
Value$187
Filed 2026-10-23
American Capital Advisory, LLC
NEW
Shares5
Change+5
Value$156
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares4 from 1
Change+3 (+300%)
Value$130 (+$96)
Filed 2026-10-30
Gilpin Wealth Management, LLC
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$125 (+$56)
Filed 2026-10-09
GHP Investment Advisors, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$125 (-$12)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$125 (-$12)
Filed 2026-10-26
James T. Borello RIA
NEW
Shares2
Change+2
Value$62
Filed 2026-10-16
DecisionPoint Financial, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$60 (-$11)
Filed 2026-10-27
RHL Group, LLC
NEW
Shares1
Change+1
Value$31
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$32 (-$3)
Filed 2026-10-15
NFJ Investment Group, LLC
CLOSED
Shares0 from 64,967
Change-64,967 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-09
Moody Aldrich Partners LLC
CLOSED
Shares0 from 60,379
Change-60,379 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-27
RFG Advisory, LLC
CLOSED
Shares0 from 41,677
Change-41,677 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Virginia Retirement Systems ET Al
CLOSED
Shares0 from 31,228
Change-31,228 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
CenterBook Partners LP
CLOSED
Shares0 from 17,239
Change-17,239 (-100%)
Value$0 (-$587.7K)
Filed 2026-11-02
Bokf, NA
CLOSED
Shares0 from 13,333
Change-13,333 (-100%)
Value$0 (-$454.5K)
Filed 2026-10-27
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 10,139
Change-10,139 (-100%)
Value$0 (-$345.6K)
Filed 2026-10-28
Squarepoint Ops LLC
CLOSED
Shares0 from 8,455
Change-8,455 (-100%)
Value$0 (-$288.2K)
Filed 2026-11-09
Hohimer Wealth Management, LLC
CLOSED
Shares0 from 6,088
Change-6,088 (-100%)
Value$0 (-$207.5K)
Filed 2026-11-04
Facet Wealth, Inc.
CLOSED
Shares0 from 5,980
Change-5,980 (-100%)
Value$0 (-$203.9K)
Filed 2026-11-04
Argent Trust Co
CLOSED
Shares0 from 5,897
Change-5,897 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-09
Natixis
CLOSED
Shares0 from 5,100
Change-5,100 (-100%)
Value$0 (-$173.9K)
Filed 2026-11-06
Bayforest Capital Ltd
CLOSED
Shares0 from 2,963
Change-2,963 (-100%)
Value$0 (-$101.0K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 335
Change-335 (-100%)
Value$0 (-$11.4K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-29
Whipplewood Advisors, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$580)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$477)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$375)
Filed 2026-11-04
Evolution Advisers, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 11,803,358
Change-11,803,358 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,715,273
Change-4,715,273 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,302,216
Change-3,302,216 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,255,283
Change-3,255,283 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,110,647
Change-3,110,647 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,021,044
Change-3,021,044 (-100%)
Value—
Prevatt Capital Ltd
N/A
Shares— from 2,575,000
Change-2,575,000 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 2,407,398
Change-2,407,398 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,705,214
Change-1,705,214 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,573,354
Change-1,573,354 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,319,331
Change-1,319,331 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,058,779
Change-1,058,779 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 943,303
Change-943,303 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 919,306
Change-919,306 (-100%)
Value—
Alta FOX Capital Management, LLC
N/A
Shares— from 843,546
Change-843,546 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 826,385
Change-826,385 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 823,662
Change-823,662 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 793,696
Change-793,696 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 730,183
Change-730,183 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 690,517
Change-690,517 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 673,827
Change-673,827 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 647,021
Change-647,021 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 620,360
Change-620,360 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 617,874
Change-617,874 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 606,281
Change-606,281 (-100%)
Value—
FMR LLC
N/A
Shares— from 575,621
Change-575,621 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 539,610
Change-539,610 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 488,426
Change-488,426 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 468,534
Change-468,534 (-100%)
Value—
UBS Group AG
N/A
Shares— from 467,013
Change-467,013 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 437,815
Change-437,815 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 426,649
Change-426,649 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 408,959
Change-408,959 (-100%)
Value—
Ararat Capital Management LP
N/A
Shares— from 391,283
Change-391,283 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 391,106
Change-391,106 (-100%)
Value—
Pale Fire Capital SE
N/A
Shares— from 384,626
Change-384,626 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 365,246
Change-365,246 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 361,404
Change-361,404 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 361,117
Change-361,117 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 357,591
Change-357,591 (-100%)
Value—
Vitruvian Partners LLP
N/A
Shares— from 350,044
Change-350,044 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 348,678
Change-348,678 (-100%)
Value—
Pillsbury Lake Capital LLC
N/A
Shares— from 296,864
Change-296,864 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 263,035
Change-263,035 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 255,179
Change-255,179 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 252,512
Change-252,512 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 243,996
Change-243,996 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 240,516
Change-240,516 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 234,325
Change-234,325 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 231,443
Change-231,443 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 229,530
Change-229,530 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 223,220
Change-223,220 (-100%)
Value—
Goodnow Investment Group, LLC
N/A
Shares— from 218,678
Change-218,678 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 213,628
Change-213,628 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 193,879
Change-193,879 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 185,220
Change-185,220 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 159,192
Change-159,192 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 154,400
Change-154,400 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 151,191
Change-151,191 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 150,209
Change-150,209 (-100%)
Value—
Man Group plc
N/A
Shares— from 148,669
Change-148,669 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 144,713
Change-144,713 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 140,698
Change-140,698 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 127,241
Change-127,241 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 120,962
Change-120,962 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 120,891
Change-120,891 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 115,701
Change-115,701 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 98,180
Change-98,180 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 94,411
Change-94,411 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 88,103
Change-88,103 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 84,633
Change-84,633 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 79,199
Change-79,199 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 78,775
Change-78,775 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 78,061
Change-78,061 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 75,077
Change-75,077 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 74,783
Change-74,783 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 74,255
Change-74,255 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 70,700
Change-70,700 (-100%)
Value—
Norges Bank
N/A
Shares— from 69,513
Change-69,513 (-100%)
Value—
S&T Bank
N/A
Shares— from 66,015
Change-66,015 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 63,963
Change-63,963 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 61,437
Change-61,437 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 59,000
Change-59,000 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 58,857
Change-58,857 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 58,802
Change-58,802 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 58,597
Change-58,597 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 58,510
Change-58,510 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 58,427
Change-58,427 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 57,586
Change-57,586 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 54,327
Change-54,327 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 52,800
Change-52,800 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 49,565
Change-49,565 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 48,187
Change-48,187 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 47,907
Change-47,907 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 45,776
Change-45,776 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 44,115
Change-44,115 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 44,006
Change-44,006 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 43,025
Change-43,025 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 42,790
Change-42,790 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 41,862
Change-41,862 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 41,407
Change-41,407 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,687
Change-36,687 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 34,350
Change-34,350 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 33,700
Change-33,700 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 32,358
Change-32,358 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 32,167
Change-32,167 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 31,505
Change-31,505 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 31,132
Change-31,132 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 30,606
Change-30,606 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 29,941
Change-29,941 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 29,755
Change-29,755 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 29,497
Change-29,497 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 28,525
Change-28,525 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 28,372
Change-28,372 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 27,049
Change-27,049 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 26,934
Change-26,934 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 26,330
Change-26,330 (-100%)
Value—
&partners
N/A
Shares— from 24,544
Change-24,544 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 24,343
Change-24,343 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 23,808
Change-23,808 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 22,688
Change-22,688 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 22,269
Change-22,269 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 22,061
Change-22,061 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 20,546
Change-20,546 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 19,974
Change-19,974 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 18,955
Change-18,955 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 18,012
Change-18,012 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 17,649
Change-17,649 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 17,630
Change-17,630 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 16,686
Change-16,686 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 16,370
Change-16,370 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 15,835
Change-15,835 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 15,736
Change-15,736 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 15,711
Change-15,711 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 15,624
Change-15,624 (-100%)
Value—
Aviva PLC
N/A
Shares— from 15,048
Change-15,048 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 14,249
Change-14,249 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 13,944
Change-13,944 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 13,620
Change-13,620 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 13,473
Change-13,473 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 13,322
Change-13,322 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 11,868
Change-11,868 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 11,504
Change-11,504 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 11,113
Change-11,113 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 10,989
Change-10,989 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 10,630
Change-10,630 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 10,555
Change-10,555 (-100%)
Value—
PAR Capital Management Inc
N/A
Shares— from 10,376
Change-10,376 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,322
Change-10,322 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,084
Change-9,084 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 9,034
Change-9,034 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,839
Change-6,839 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Allstate Corp
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 6,123
Change-6,123 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 756
Change-756 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 436
Change-436 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 423
Change-423 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 241
Change-241 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 156
Change-156 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 99
Change-99 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 91
Change-91 (-100%)
Value—
Quarry LP
N/A
Shares— from 78
Change-78 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 32
Change-32 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 15
Change-15 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Congress Asset Management Co
INCREASED2,125,6861,976,348+149,338+8%$67.4M$66.2M-$1.1M2026-10-06
Geode Capital Management, LLC
DECREASED1,969,1452,093,962-124,817-6%$71.4M$61.4M-$10.0M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,898,5481,822,639+75,909+4%$62.1M$59.2M-$3.0M2026-11-04
Acadian Asset Management LLC
INCREASED1,185,775951,875+233,900+25%$32.4M$36.9M+$4.5M2026-11-09
Fort Washington Investment Advisors Inc
DECREASED718,4471,069,080-350,633-33%$36.4M$22.4M-$14.1M2026-10-15
Principal Financial Group Inc
DECREASED517,023568,330-51,307-9%$19.4M$16.1M-$3.3M2026-11-02
Aberdeen Group plc
DECREASED452,719462,097-9,378-2%$15.8M$14.1M-$1.6M2026-11-06
Bank of New York Mellon Corp
DECREASED442,953458,514-15,561-3%$15.6M$13.8M-$1.8M2026-11-05
William Blair Investment Management, LLC
DECREASED381,155572,846-191,691-33%$19.5M$11.9M-$7.7M2026-11-06
Gagnon Securities LLC
INCREASED368,573367,073+1,500+0%$12.5M$11.5M-$1.0M2026-11-05
Bessemer Group Inc
INCREASED358,099357,894+205+0%$12.2M$11.2M-$1.0M2026-11-09
Assenagon Asset Management S.A.
INCREASED351,886135,582+216,304+160%$4.6M$11.0M+$6.3M2026-10-15
LSV Asset Management
INCREASED349,100339,300+9,800+3%$11.6M$10.9M-$689.0K2026-11-06
Russell Investments Group, Ltd.
INCREASED277,349241,473+35,876+15%$8.2M$8.6M+$412.7K2026-11-06
Allen Investment Management, LLC
UNCHANGED257,827257,82700%$8.8M$8.0M-$755.4K2026-11-03
Nordea Investment Management AB
DECREASED246,515278,040-31,525-11%$9.3M$7.7M-$1.6M2026-11-09
Citigroup Inc
INCREASED245,508235,811+9,697+4%$8.0M$7.7M-$388.8K2026-11-04
Dana Investment Advisors, Inc.
DECREASED218,033221,185-3,152-1%$7.5M$6.8M-$746.3K2026-11-06
Edgestream Partners, L.P.
INCREASED176,72647,093+129,633+275%$1.6M$5.5M+$3.9M2026-11-10
Creative Planning
INCREASED132,79989,051+43,748+49%$3.0M$4.1M+$1.1M2026-11-02
Convergence Investment Partners, LLC
INCREASED127,870102,074+25,796+25%$3.5M$4.0M+$504.7K2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED113,06735,389+77,678+220%$1.2M$3.5M+$2.3M2026-10-16
Leuthold Group, LLC
DECREASED106,697116,213-9,516-8%$4.0M$3.3M-$637.0K2026-11-04
Amundi
INCREASED105,60329,697+75,906+256%$1.0M$3.3M+$2.3M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED90,32387,935+2,388+3%$3.1M$2.7M-$404.7K2026-11-04
Deutsche Bank Ag\
DECREASED74,09078,999-4,909-6%$2.7M$2.3M-$384.4K2026-11-06
Stackstone Wealth, LLC
NEW73,092—+73,092——$2.3M—2026-10-19
GAM Holding AG
DECREASED63,165162,600-99,435-61%$5.5M$2.0M-$3.6M2026-11-03
B. Metzler seel. Sohn & Co. AG
UNCHANGED55,26355,26300%$1.9M$1.7M-$161.9K2026-10-30
Thrivent Financial for Lutherans
DECREASED53,43156,537-3,106-5%$1.9M$1.7M-$262.0K2026-11-05
Barclays PLC
INCREASED47,06817,527+29,541+169%$597.5K$1.5M+$869.1K2026-11-06
LPL Financial LLC
DECREASED45,55950,784-5,225-10%$1.7M$1.4M-$311.6K2026-11-06
Achmea Investment Management B.V.
NEW45,093—+45,093——$1.4M—2026-10-30
Intech Investment Management LLC
INCREASED43,48137,950+5,531+15%$1.3M$1.4M+$61.2K2026-11-09
Jefferies Financial Group Inc.
NEW42,800—+42,800——$1.3M—2026-11-05
Illinois Municipal Retirement Fund
DECREASED42,63545,303-2,668-6%$1.5M$1.3M-$215.9K2026-11-05
Daiwa Securities Group Inc.
INCREASED41,02312,100+28,923+239%$412.5K$1.3M+$865.8K2026-10-29
Summit Global Investments
INCREASED37,72635,182+2,544+7%$1.2M$1.2M-$23.0K2026-10-28
New York State Teachers Retirement System
INCREASED36,07034,047+2,023+6%$1.2M$1.1M-$37.0K2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED32,77627,489+5,287+19%$937.1K$1.0M+$84.2K2026-10-20
State of Alaska, Department of Revenue
DECREASED32,46744,414-11,947-27%$1.5M$1.0M-$501.0K2026-10-15
Louisiana State Employees Retirement System
DECREASED32,10033,300-1,200-4%$1.1M$1.0M-$135.0K2026-10-20
State of New Jersey Common Pension Fund D
DECREASED31,79441,415-9,621-23%$1.4M$990.7K-$421.1K2026-11-05
Novem Group
INCREASED30,45829,007+1,451+5%$988.8K$949.1K-$39.8K2026-10-19
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED28,17267,768-39,596-58%$2.3M$877.8K-$1.4M2026-11-10
Gibbs Wealth Management
INCREASED27,03025,301+1,729+7%$862.5K$842.3K-$20.3K2026-10-22
Smith Group Asset Management, LLC
INCREASED26,29617,147+9,149+53%$584.5K$819.4K+$234.8K2026-10-27
Truist Financial Corp
INCREASED23,77217,599+6,173+35%$600.0K$740.7K+$140.8K2026-10-30
Unique Wealth Strategies, LLC
UNCHANGED23,25323,25300%$792.7K$792.7K$02026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED22,68511,132+11,553+104%$379.5K$706.9K+$327.4K2026-11-03
MacKenzie Financial Corp
DECREASED22,23728,614-6,377-22%$975.5K$692.9K-$282.5K2026-11-02
OP Asset Management Ltd
UNCHANGED21,91821,91800%$747.2K$683.0K-$64.2K2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED21,20224,318-3,116-13%$829.0K$660.7K-$168.3K2026-10-13
Police & Firemen's Retirement System of New Jersey
DECREASED20,91321,775-862-4%$742.3K$651.6K-$90.7K2026-11-09
Bank of Montreal
INCREASED20,88718,995+1,892+10%$647.5K$650.8K+$3.3K2026-11-09
Arizona State Retirement System
DECREASED20,44821,226-778-4%$723.6K$637.2K-$86.4K2026-11-03
Teachers Retirement System of the State of Kentucky
DECREASED20,16854,299-34,131-63%$1.9M$628.0K-$1.2M2026-11-10
Harbor Capital Advisors, Inc.
DECREASED19,81323,783-3,970-17%$811.0K$617.0K-$194.0K2026-10-22
Amalgamated Bank
DECREASED19,52320,391-868-4%$695.0K$608.0K-$87.0K2026-10-23
Yousif Capital Management, LLC
DECREASED19,12120,516-1,395-7%$699.4K$595.8K-$103.6K2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED17,74418,015-271-1%$614.1K$552.9K-$61.2K2026-11-03
Choreo, LLC
INCREASED17,68817,112+576+3%$583.3K$551.2K-$32.2K2026-10-28
Fifth Third Bancorp
DECREASED17,02518,219-1,194-7%$621.1K$530.5K-$90.6K2026-11-05
Oregon Public Employees Retirement Fund
DECREASED16,92917,229-300-2%$587.3K$527.5K-$59.8K2026-10-30
Maryland State Retirement & Pension System
INCREASED16,89210,996+5,896+54%$374.9K$526.4K+$151.5K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED15,69414,570+1,124+8%$496.7K$489.0K-$7.7K2026-11-06
DekaBank Deutsche Girozentrale
INCREASED15,4026,069+9,333+154%$206.0K$486-$205.5K2026-10-27
Portside Wealth Group, LLC
INCREASED15,27814,953+325+2%$509.7K$476.1K-$33.7K2026-10-20
Atria Investments, Inc
INCREASED14,44414,387+57+0%$490.5K$450.1K-$40.4K2026-10-15
TD Waterhouse Canada Inc.
DECREASED14,32115,718-1,397-9%$552.0K$425.9K-$126.1K2026-10-16
Abel Hall, LLC
INCREASED14,30414,048+256+2%$478.9K$445.7K-$33.2K2026-10-19
Handelsbanken Fonder AB
DECREASED14,09725,800-11,703-45%$880.0K$439.0K-$441.0K2026-11-09
AdvisorShares Investments LLC
UNCHANGED13,60013,60000%$463.6K$423.8K-$39.8K2026-11-09
Sumitomo Mitsui Trust Group, Inc.
NEW13,518—+13,518——$421.2K—2026-10-29
Ritholtz Wealth Management
INCREASED12,82711,824+1,003+8%$403.1K$399.7K-$3.4K2026-11-05
Pictet Asset Management Holding SA
DECREASED12,49313,391-898-7%$456.5K$389.3K-$67.2K2026-11-03
State of Wyoming
INCREASED11,93111,254+677+6%$383.6K$371.8K-$11.9K2026-10-28
Ethic Inc.
INCREASED10,76210,295+467+5%$351.0K$335.3K-$15.6K2026-11-03
ProShare Advisors LLC
DECREASED10,33110,754-423-4%$366.6K$321.9K-$44.7K2026-10-29
Fifth Third Wealth Advisors LLC
NEW9,341—+9,341——$291.1K—2026-10-22
Lido Advisors, LLC
INCREASED9,1467,530+1,616+21%$256.7K$285.0K+$28.3K2026-11-04
Cullinan Associates Inc
DECREASED8,80010,800-2,000-19%$368.2K$274.2K-$94.0K2026-11-03
Mutual of America Capital Management LLC
DECREASED8,5948,702-108-1%$296.7K$267.8K-$28.9K2026-10-23
Waldron Private Wealth LLC
UNCHANGED8,1748,17400%$278.7K$254.7K-$24.0K2026-11-02
111 Capital
NEW8,128—+8,128——$253.3K—2026-11-03
Balboa Wealth Partners
NEW8,125—+8,125——$253.2K—2026-10-20
Vise Technologies, Inc.
INCREASED7,8466,554+1,292+20%$223.4K$244.5K+$21.1K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED7,6016,455+1,146+18%$220.6K$222.3K+$1.6K2026-10-13
Nwam LLC
INCREASED7,4307,420+10+0%$252.9K$231.5K-$21.4K2026-11-09
Concurrent Investment Advisors, LLC
DECREASED7,4098,273-864-10%$282.0K$230.9K-$51.2K2026-10-16
Xponance LLC
DECREASED7,3907,558-168-2%$257.7K$230.3K-$27.4K2026-11-03
Crossmark Global Holdings, Inc.
DECREASED6,6986,857-159-2%$233.8K$208.7K-$25.0K2026-10-21
Nykredit A/S
UNCHANGED5,3775,37700%$183.3K$167.5K-$15.8K2026-11-06
Gamma Investing LLC
INCREASED5,1084,523+585+13%$154.2K$159.2K+$5.0K2026-10-08
PNC Financial Services Group, Inc.
DECREASED4,99710,647-5,650-53%$363.0K$155.7K-$207.3K2026-11-06
Central Pacific Bank - Trust Division
DECREASED4,9187,018-2,100-30%$239.2K$153.2K-$86.0K2026-10-06
Covestor Ltd
INCREASED4,5423,900+642+16%$133.0K$142.0K+$9.0K2026-10-30
EverSource Wealth Advisors, LLC
INCREASED3,9513,722+229+6%$126.9K$123.1K-$3.8K2026-11-04
Parkside Financial Bank & Trust
DECREASED3,7993,848-49-1%$131.2K$118.4K-$12.8K2026-10-27
Nisa Investment Advisors, LLC
INCREASED3,7942,890+904+31%$98.5K$118.2K+$19.7K2026-10-20
KBC Group NV
UNCHANGED2,8982,89800%$99.0K$90.0K-$9.0K2026-10-22
Sterling Capital Management LLC
INCREASED2,486265+2,221+838%$9.0K$77.5K+$68.4K2026-10-22
Versant Capital Management, Inc
INCREASED2,3251,934+391+20%$65.9K$72.4K+$6.5K2026-10-02
Signaturefd, LLC
INCREASED1,9531,224+729+60%$41.7K$60.9K+$19.1K2026-10-23
Hantz Financial Services, Inc.
INCREASED1,9061,687+219+13%$58.0K$59.0K+$1.0K2026-11-09
Allworth Financial LP
INCREASED1,8301,689+141+8%$57.6K$62.4K+$4.8K2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED1,6311,574+57+4%$53.7K$50.8K-$2.8K2026-10-27
Farther Finance Advisors, LLC
INCREASED1,531738+793+107%$25.2K$47.7K+$22.6K2026-10-08
Blue Trust, Inc.
DECREASED1,3513,293-1,942-59%$112.3K$42.1K-$70.2K2026-10-15
Adirondack Trust Co
UNCHANGED1,0001,00000%$34.1K$31.2K-$2.9K2026-10-14
Gen-Wealth Partners Inc
NEW990—+990——$30.9K—2026-11-04
KFG LLC
NEW869—+869——$27.1K—2026-11-02
Richardson Financial Services Inc.
INCREASED842617+225+36%$21.0K$26.2K+$5.2K2026-10-30
Eurizon Capital SGR S.p.A.
NEW793—+793——$24.8K—2026-11-06
Pension & Wealth Management Advisors, Inc.
NEW780—+780——$24.3K—2026-10-16
First Horizon Corp
DECREASED706866-160-18%$29.5K$22.0K-$7.5K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED68568500%$24.1K$21.3K-$2.7K2026-10-29
US Bancorp \de\
DECREASED6023,575-2,973-83%$121.9K$18.8K-$103.1K2026-11-05
Parallel Advisors, LLC
INCREASED510262+248+95%$8.9K$15.9K+$7.0K2026-11-03
Acumen Wealth Advisors, LLC
INCREASED385242+143+59%$8.3K$12.0K+$3.7K2026-11-05
Fulcrum Asset Management LLP
INCREASED382110+272+247%$3.7K$11.9K+$8.2K2026-11-04
Private Wealth Management Group, LLC
DECREASED346444-98-22%$15.1K$10.8K-$4.4K2026-10-19
Caitong International Asset Management Co., Ltd
DECREASED338748-410-55%$25.5K$10.5K-$15.0K2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED278327-49-15%$11.1K$8.7K-$2.5K2026-10-05
Bell Investment Advisors, Inc
INCREASED274234+40+17%$8.0K$8.5K+$5602026-10-29
Bare Financial Services, Inc
INCREASED272164+108+66%$5.6K$8.5K+$2.9K2026-11-04
Torren Management, LLC
UNCHANGED26226200%$8.9K$8.2K-$7682026-10-29
UMB Bank, n.a.
INCREASED247231+16+7%$7.9K$7.7K-$1782026-11-06
Zions Bancorporation, National Association
INCREASED246218+28+13%$7.4K$7.7K+$2332026-11-06
Root Financial Partners, LLC
NEW234—+234——$7.3K—2026-10-21
GK Wealth Management LLC
NEW216—+216——$6.7K—2026-10-09
Private Trust Co NA
UNCHANGED21621600%$7.4K$6.7K-$6322026-10-20
Clearstead Advisors, LLC
UNCHANGED14214200%$4.8K$4.4K-$4162026-11-06
Ascentis Wealth Management, LLC
NEW127—+127——$4.0K—2026-11-03
North Star Investment Management Corp.
UNCHANGED11411400%$3.9K$3.6K-$3342026-10-27
Proathlete Wealth Management LLC
NEW97—+97——$3.0K—2026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED969600%$3.3K$3.0K-$2822026-10-15
Ares Financial Consulting, LLC
UNCHANGED929200%$3.1K$2.9K-$2692026-10-19
Assetmark, Inc
INCREASED9022+68+309%$750$2.8K+$2.1K2026-10-21
Godfrey Financial Associates, Inc.
UNCHANGED909000%$3.1K$2.8K-$2642026-11-10
JFS Wealth Advisors, LLC
UNCHANGED818100%$2.8K$2.5K-$2382026-11-03
Farmers & Merchants Investments Inc
INCREASED7452+22+42%$1.8K$2.3K+$5332026-10-22
IFP Advisors, Inc
DECREASED7481-7-9%$2.8K$2.3K-$4552026-10-16
Marquette Asset Management, LLC
UNCHANGED717100%$2.4K$2.2K-$2082026-10-09
Financial Network Wealth Advisors LLC
UNCHANGED656500%$2.2K$2.0K-$1912026-10-28
Mather Group, Llc.
NEW56—+56——$1.7K—2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED525200%$1.8K$1.6K-$1522026-10-20
Avion Wealth
INCREASED5121+30+143%$0$1+$12026-11-04
Balance Wealth Partners LLC
DECREASED505,960-5,910-99%$203.2K$1.6K-$201.6K2026-10-27
Fortitude Family Office, LLC
INCREASED4721+26+124%$716$1.5K+$7492026-10-14
Provenance Wealth Advisors, LLC
NEW44—+44——$1.4K—2026-10-30
Larson Financial Group LLC
UNCHANGED444400%$1.5K$1.4K-$1292026-11-05
Creative Capital Management Investments LLC
INCREASED4115+26+173%$511$1.3K+$7672026-10-28
True Wealth Design, LLC
UNCHANGED414100%$1.4K$1.3K-$1202026-10-13
Trust Co
UNCHANGED232300%$784$717-$672026-10-09
Picton Mahoney Asset Management
NEW18—+18——$560—2026-11-09
Bay Harbor Wealth Management, LLC
INCREASED1812+6+50%$409$561+$1522026-11-03
Essential Partners LLC
DECREASED17117-100-85%$4.0K$530-$3.5K2026-10-14
SJS Investment Consulting Inc.
UNCHANGED161600%$546$499-$472026-10-26
UMB Private Wealth Management, LLC
NEW13—+13——$405—2026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED111100%$375$343-$322026-10-16
SBI Securities Co., Ltd.
INCREASED92+7+350%$68$280+$2122026-10-22
TD Private Client Wealth LLC
UNCHANGED9900%$307$280-$272026-10-28
Davis Capital Management
INCREASED74+3+75%$136$218+$822026-10-08
Financial Consulate, Inc
NEW6—+6——$187—2026-10-23
American Capital Advisory, LLC
NEW5—+5——$156—2026-10-28
Hughes Financial Services, LLC
INCREASED41+3+300%$34$130+$962026-10-30
Gilpin Wealth Management, LLC
INCREASED42+2+100%$69$125+$562026-10-09
GHP Investment Advisors, Inc.
UNCHANGED4400%$137$125-$122026-10-15
Abound Wealth Management
UNCHANGED4400%$137$125-$122026-10-26
James T. Borello RIA
NEW2—+2——$62—2026-10-16
DecisionPoint Financial, LLC
UNCHANGED2200%$71$60-$112026-10-27
RHL Group, LLC
NEW1—+1——$31—2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED1100%$35$32-$32026-10-15
NFJ Investment Group, LLC
CLOSED064,967-64,967-100%$2.2M$0-$2.2M2026-11-09
Moody Aldrich Partners LLC
CLOSED060,379-60,379-100%$2.1M$0-$2.1M2026-10-27
RFG Advisory, LLC
CLOSED041,677-41,677-100%$1.4M$0-$1.4M2026-11-03
Virginia Retirement Systems ET Al
CLOSED031,228-31,228-100%$1.1M$0-$1.1M2026-10-28
CenterBook Partners LP
CLOSED017,239-17,239-100%$587.7K$0-$587.7K2026-11-02
Bokf, NA
CLOSED013,333-13,333-100%$454.5K$0-$454.5K2026-10-27
Exchange Traded Concepts, LLC
CLOSED010,139-10,139-100%$345.6K$0-$345.6K2026-10-28
Squarepoint Ops LLC
CLOSED08,455-8,455-100%$288.2K$0-$288.2K2026-11-09
Hohimer Wealth Management, LLC
CLOSED06,088-6,088-100%$207.5K$0-$207.5K2026-11-04
Facet Wealth, Inc.
CLOSED05,980-5,980-100%$203.9K$0-$203.9K2026-11-04
Argent Trust Co
CLOSED05,897-5,897-100%$201.0K$0-$201.0K2026-11-09
Natixis
CLOSED05,100-5,100-100%$173.9K$0-$173.9K2026-11-06
Bayforest Capital Ltd
CLOSED02,963-2,963-100%$101.0K$0-$101.0K2026-11-03
AdvisorNet Financial, Inc
CLOSED0335-335-100%$11.4K$0-$11.4K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED035-35-100%$1.2K$0-$1.2K2026-10-29
Whipplewood Advisors, LLC
CLOSED017-17-100%$580$0-$5802026-10-20
Stone House Investment Management, LLC
CLOSED014-14-100%$477$0-$4772026-10-23
Plante Moran Financial Advisors, LLC
CLOSED011-11-100%$375$0-$3752026-11-04
Evolution Advisers, Inc.
CLOSED08-8-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—11,803,358-11,803,358-100%$402.4M———
Vanguard Portfolio Management LLC
N/A—4,715,273-4,715,273-100%$160.7M———
Vanguard Capital Management LLC
N/A—3,302,216-3,302,216-100%$112.6M———
Wellington Management Group LLP
N/A—3,255,283-3,255,283-100%$111.0M———
Manufacturers Life Insurance Company, the
N/A—3,110,647-3,110,647-100%$106.0M———
State Street Corp
N/A—3,021,044-3,021,044-100%$103.0M———
Prevatt Capital Ltd
N/A—2,575,000-2,575,000-100%$87.8M———
Orbis Allan Gray Ltd
N/A—2,407,398-2,407,398-100%$82.1M———
Boston Partners
N/A—1,705,214-1,705,214-100%$58.1M———
Morgan Stanley
N/A—1,573,354-1,573,354-100%$53.6M———
Invesco Ltd.
N/A—1,319,331-1,319,331-100%$45.0M———
Charles Schwab Investment Management Inc
N/A—1,058,779-1,058,779-100%$36.1M———
Jacobs Levy Equity Management, Inc
N/A—943,303-943,303-100%$32.2M———
Goldman Sachs Group Inc
N/A—919,306-919,306-100%$31.3M———
Alta FOX Capital Management, LLC
N/A—843,546-843,546-100%$28.8M———
Ameriprise Financial Inc
N/A—826,385-826,385-100%$28.2M———
Northern Trust Corp
N/A—823,662-823,662-100%$28.1M———
Arrowstreet Capital, Limited Partnership
N/A—793,696-793,696-100%$27.1M———
Nuveen, LLC
N/A—730,183-730,183-100%$24.9M———
Price T Rowe Associates Inc
N/A—690,517-690,517-100%$23.5M———
Renaissance Technologies LLC
N/A—673,827-673,827-100%$23.0M———
Federated Hermes, Inc.
N/A—647,021-647,021-100%$22.1M———
Millennium Management LLC
N/A—620,360-620,360-100%$21.1M———
Raymond James Financial Inc
N/A—617,874-617,874-100%$21.1M———
Select Equity Group, L.P.
N/A—606,281-606,281-100%$20.7M———
FMR LLC
N/A—575,621-575,621-100%$19.6M———
Vanguard Fiduciary Trust Co
N/A—539,610-539,610-100%$18.4M———
Bank of America Corp
N/A—488,426-488,426-100%$16.7M———
American Century Companies Inc
N/A—468,534-468,534-100%$16.0M———
UBS Group AG
N/A—467,013-467,013-100%$15.9M———
Lazard Asset Management LLC
N/A—437,815-437,815-100%$14.9M———
Citadel Advisors LLC
N/A—426,649-426,649-100%$14.5M———
ArrowMark Colorado Holdings LLC
N/A—408,959-408,959-100%$13.9M———
Ararat Capital Management LP
N/A—391,283-391,283-100%$13.3M———
Glenmede Trust Co NA
N/A—391,106-391,106-100%$13.3M———
Pale Fire Capital SE
N/A—384,626-384,626-100%$13.1M———
SEI Investments Co
N/A—365,246-365,246-100%$12.5M———
Public Sector Pension Investment Board
N/A—361,404-361,404-100%$12.3M———
Trexquant Investment LP
N/A—361,117-361,117-100%$12.3M———
Pacer Advisors, Inc.
N/A—357,591-357,591-100%$12.2M———
Vitruvian Partners LLP
N/A—350,044-350,044-100%$11.9M———
JPMorgan Chase & Co
N/A—348,678-348,678-100%$12.0M———
Pillsbury Lake Capital LLC
N/A—296,864-296,864-100%$10.1M———
Allianz Asset Management GmbH
N/A—263,035-263,035-100%$9.0M———
Osaic Holdings, Inc.
N/A—255,179-255,179-100%$8.7M———
ExodusPoint Capital Management, LP
N/A—252,512-252,512-100%$8.6M———
Wells Fargo & Company
N/A—243,996-243,996-100%$8.3M———
Quantinno Capital Management LP
N/A—240,516-240,516-100%$8.2M———
Jupiter Topco LLC
N/A—234,325-234,325-100%$8.0M———
Clark Capital Management Group, Inc.
N/A—231,443-231,443-100%$7.9M———
Hillsdale Investment Management Inc.
N/A—229,530-229,530-100%$7.8M———
Qube Research & Technologies Ltd
N/A—223,220-223,220-100%$7.6M———
Goodnow Investment Group, LLC
N/A—218,678-218,678-100%$7.5M———
Victory Capital Management Inc
N/A—213,628-213,628-100%$7.3M———
Legal & General Group Plc
N/A—193,879-193,879-100%$6.6M———
Rhumbline Advisers
N/A—185,220-185,220-100%$6.3M———
UBS Asset Management Americas LLC
N/A—159,192-159,192-100%$5.4M———
Swiss National Bank
N/A—154,400-154,400-100%$5.3M———
Vident Advisory, LLC
N/A—151,191-151,191-100%$5.2M———
Envestnet Asset Management Inc
N/A—150,209-150,209-100%$5.1M———
Man Group plc
N/A—148,669-148,669-100%$5.1M———
Alliancebernstein L.P.
N/A—144,713-144,713-100%$4.9M———
Tudor Investment Corp ET AL
N/A—140,698-140,698-100%$4.8M———
Balyasny Asset Management L.P.
N/A—127,241-127,241-100%$4.3M———
State of Wisconsin Investment Board
N/A—120,962-120,962-100%$4.1M———
Voya Investment Management LLC
N/A—120,891-120,891-100%$4.1M———
Franklin Resources Inc
N/A—115,701-115,701-100%$3.9M———
XTX Topco Ltd
N/A—98,180-98,180-100%$3.3M———
Walleye Capital LLC
N/A—94,411-94,411-100%$3.2M———
California State Teachers Retirement System
N/A—88,103-88,103-100%$3.0M———
Point72 Asset Management, L.P.
N/A—84,633-84,633-100%$2.9M———
Nomura Holdings Inc
N/A—79,199-79,199-100%$2.7M———
Prudential Financial Inc
N/A—78,775-78,775-100%$2.7M———
Empowered Funds, LLC
N/A—78,061-78,061-100%$2.7M———
Susquehanna International Group, LLP
N/A—75,077-75,077-100%$2.6M———
Royal Bank of Canada
N/A—74,783-74,783-100%$2.6M———
Vanguard Asset Management, Ltd
N/A—74,255-74,255-100%$2.5M———
Landscape Capital Management, L.L.C.
N/A—70,700-70,700-100%$2.4M———
Norges Bank
N/A—69,513-69,513-100%$2.4M———
S&T Bank
N/A—66,015-66,015-100%$2.3M———
Gotham Asset Management, LLC
N/A—63,963-63,963-100%$2.2M———
Tidal Investments LLC
N/A—61,437-61,437-100%$2.1M———
Two Sigma Investments, LP
N/A—59,000-59,000-100%$2.0M———
Canada Life Assurance Co
N/A—58,857-58,857-100%$2.0M———
Boothbay Fund Management, LLC
N/A—58,802-58,802-100%$2.0M———
Aurora Investment Counsel
N/A—58,597-58,597-100%$2.0M———
Engineers Gate Manager LP
N/A—58,510-58,510-100%$2.0M———
Schroder Investment Management Group
N/A—58,427-58,427-100%$2.0M———
BNP Paribas Asset Management Holding S.A.
N/A—57,586-57,586-100%$2.0M———
Capital Fund Management S.A.
N/A—54,327-54,327-100%$1.9M———
Jump Financial, LLC
N/A—52,800-52,800-100%$1.8M———
Brevan Howard Capital Management LP
N/A—49,565-49,565-100%$1.7M———
Caxton Associates LLP
N/A—48,187-48,187-100%$1.6M———
Elo Mutual Pension Insurance Co
N/A—47,907-47,907-100%$1.6M———
Stifel Financial Corp
N/A—45,776-45,776-100%$1.6M———
Entropy Technologies, LP
N/A—44,115-44,115-100%$1.5M———
MetLife Investment Management, LLC
N/A—44,006-44,006-100%$1.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—43,025-43,025-100%$1.5M———
Freestone Grove Partners LP
N/A—42,790-42,790-100%$1.5M———
State of Tennessee, Department of Treasury
N/A—41,862-41,862-100%$1.4M———
Janney Montgomery Scott LLC
N/A—41,407-41,407-100%$1.4M———
Cetera Investment Advisers
N/A—36,687-36,687-100%$1.3M———
Marshall Wace, LLP
N/A—34,350-34,350-100%$1.2M———
KLP Kapitalforvaltning AS
N/A—33,700-33,700-100%$1.1M———
GSA Capital Partners LLP
N/A—32,358-32,358-100%$1.1M———
Blackstone Inc.
N/A—32,167-32,167-100%$1.1M———
AQR Capital Management LLC
N/A—31,505-31,505-100%$1.1M———
State Board of Administration of Florida Retirement System
N/A—31,132-31,132-100%$1.1M———
First Trust Advisors LP
N/A—30,606-30,606-100%$1.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—29,941-29,941-100%$1.0M———
Vanguard Global Advisers, LLC
N/A—29,755-29,755-100%$1.0M———
Eventide Asset Management, LLC
N/A—29,497-29,497-100%$1.0M———
Bollard Group LLC
N/A—28,525-28,525-100%$972.0K———
Natixis Advisors, LLC
N/A—28,372-28,372-100%$967.0K———
New York State Common Retirement Fund
N/A—27,049-27,049-100%$922.1K———
Vestcor Inc
N/A—26,934-26,934-100%$918.0K———
Vinva Investment Management Ltd
N/A—26,330-26,330-100%$1.3M———
&partners
N/A—24,544-24,544-100%$836.7K———
BNP Paribas Financial Markets
N/A—24,343-24,343-100%$829.9K———
SG Americas Securities, LLC
N/A—23,808-23,808-100%$812.0K———
Marshall Financial Group, LLC
N/A—22,688-22,688-100%$773.4K———
MML Investors Services, LLC
N/A—22,269-22,269-100%$759.2K———
Mitsubishi UFJ Trust & Banking Corp
N/A—22,061-22,061-100%$752.1K———
Vanguard Investments Australia, Ltd.
N/A—20,546-20,546-100%$700.4K———
Canada Pension Plan Investment Board
N/A—20,500-20,500-100%$698.8K———
Captrust Financial Advisors
N/A—19,974-19,974-100%$680.9K———
Mangrove Partners IM, LLC
N/A—18,955-18,955-100%$646.2K———
D. E. Shaw & Co., Inc.
N/A—18,012-18,012-100%$614.0K———
O'shaughnessy Asset Management, LLC
N/A—17,649-17,649-100%$601.7K———
Hancock Whitney Corp
N/A—17,630-17,630-100%$601.0K———
Watershed Asset Management, L.L.C.
N/A—16,686-16,686-100%$568.8K———
Neuberger Berman Group LLC
N/A—16,370-16,370-100%$558.1K———
Vanguard Personalized Indexing Management, LLC
N/A—15,835-15,835-100%$539.8K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—15,736-15,736-100%$536.4K———
Bridgewater Associates, LP
N/A—15,711-15,711-100%$535.6K———
Centiva Capital, LP
N/A—15,624-15,624-100%$532.6K———
Aviva PLC
N/A—15,048-15,048-100%$513.0K———
Quadrature Capital Ltd
N/A—14,249-14,249-100%$485.7K———
Dark Forest Capital Management LP
N/A—13,944-13,944-100%$475.4K———
Pathstone Holdings, LLC
N/A—13,620-13,620-100%$464.3K———
FOX RUN Management, L.L.C.
N/A—13,473-13,473-100%$459.3K———
Martingale Asset Management L P
N/A—13,322-13,322-100%$454.1K———
Scharf Investments, LLC
N/A—11,868-11,868-100%$404.6K———
Teacher Retirement System of Texas
N/A—11,504-11,504-100%$392.2K———
Dynamic Technology Lab Private Ltd
N/A—11,113-11,113-100%$379.0K———
M&T Bank Corp
N/A—10,989-10,989-100%$374.2K———
Ironwood Investment Management LLC
N/A—10,630-10,630-100%$362.4K———
Jain Global LLC
N/A—10,555-10,555-100%$359.8K———
PAR Capital Management Inc
N/A—10,376-10,376-100%$353.7K———
CIBC World Market Inc.
N/A—10,322-10,322-100%$362.7K———
Mercer Global Advisors Inc
N/A—9,084-9,084-100%$309.7K———
Capstone Investment Advisors, LLC
N/A—9,034-9,034-100%$308.0K———
Schonfeld Strategic Advisors LLC
N/A—8,710-8,710-100%$296.9K———
Campbell & Co Investment Adviser LLC
N/A—7,758-7,758-100%$264.5K———
Public Employees Retirement Association of Colorado
N/A—7,734-7,734-100%$264.0K———
Cornerstone Investment Partners, LLC
N/A—7,265-7,265-100%$247.7K———
Ameritas Investment Partners, Inc.
N/A—6,839-6,839-100%$233.1K———
Sanctuary Advisors, LLC
N/A—6,714-6,714-100%$228.9K———
Allstate Corp
N/A—6,708-6,708-100%$228.7K———
Shay Capital LLC
N/A—6,500-6,500-100%$221.6K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—6,224-6,224-100%$212.2K———
Meeder Asset Management Inc
N/A—6,123-6,123-100%$208.7K———
Jones Financial Companies Lllp
N/A—3,517-3,517-100%$116.2K———
Tower Research Capital LLC (TRC)
N/A—2,335-2,335-100%$79.6K———
Global Retirement Partners, LLC
N/A—1,977-1,977-100%$67.4K———
Arax Advisory Partners
N/A—1,647-1,647-100%$56.1K———
Public Employees Retirement System of Ohio
N/A—1,271-1,271-100%$43.3K———
Smartleaf Asset Management LLC
N/A—1,086-1,086-100%$36.9K———
Optiver Holding B.V.
N/A—756-756-100%$25.8K———
Anchor Investment Management, LLC
N/A—587-587-100%$20.0K———
WealthCollab, LLC
N/A—587-587-100%$20.0K———
Kilter Group LLC
N/A—488-488-100%$16.6K———
Kemnay Advisory Services Inc.
N/A—484-484-100%$16.5K———
Northwestern Mutual Wealth Management Co
N/A—436-436-100%$14.9K———
Crewe Advisors LLC
N/A—431-431-100%$14.7K———
Aster Capital Management (Difc) Ltd
N/A—423-423-100%$14.4K———
LOS Angeles Capital Management LLC
N/A—337-337-100%$11.5K———
Advisors Asset Management, Inc.
N/A—285-285-100%$9.7K———
Rockefeller Capital Management L.P.
N/A—241-241-100%$8.2K———
Raffa Wealth Management, LLC
N/A—225-225-100%$7.7K———
NewEdge Advisors, LLC
N/A—171-171-100%$5.8K———
Altshuler Shaham Ltd
N/A—156-156-100%$5.3K———
Continuum Advisory, LLC
N/A—153-153-100%$5.2K———
Steward Partners Investment Advisory, LLC
N/A—141-141-100%$4.8K———
IMA Advisory Services, Inc.
N/A—127-127-100%$4.3K———
Brown Brothers Harriman & Co
N/A—99-99-100%$3.4K———
Huntington National Bank
N/A—91-91-100%$3.1K———
Quarry LP
N/A—78-78-100%$2.7K———
CVA Family Office, LLC
N/A—65-65-100%$2.2K———
Rothschild Investment LLC
N/A—65-65-100%$2.2K———
Keating Financial Advisory Services, Inc.
N/A—62-62-100%$2.1K———
Bruce G. Allen Investments, LLC
N/A—40-40-100%$1.4K———
Fiduciary Financial Advisors
N/A—32-32-100%$989———
JPL Wealth Management, LLC
N/A—25-25-100%$853———
Rialto Wealth Management, LLC
N/A—22-22-100%$750———
Cornerstone Financial Management LLC
N/A—17-17-100%$580———
Ankerstar Wealth, LLC
N/A—16-16-100%$545———
Harvest Fund Management Co., Ltd
N/A—15-15-100%$1———
HFM Investment Advisors, LLC
N/A—7-7-100%$239———
LRI Investments, LLC
N/A—4-4-100%$136———
Showing 393 of 393 institutions