Carter's Inc (CRI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares2,201,351 from 1,905,146

Change+296,205 (+16%)

Value$68.9M (-$9.5M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares971,109 from 933,743

Change+37,366 (+4%)

Value$30.4M (-$8.0M)

Filed 2026-11-06

LSV Asset Management

INCREASED

Shares959,159 from 848,381

Change+110,778 (+13%)

Value$30.0M (-$4.9M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares526,138 from 688,717

Change-162,579 (-24%)

Value$16.5M (-$11.9M)

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

NEW

Shares254,586

Change+254,586

Value$8.1M

Filed 2026-11-04

Principal Financial Group Inc

DECREASED

Shares175,416 from 178,078

Change-2,662 (-1%)

Value$5.5M (-$1.8M)

Filed 2026-11-02

Hussman Strategic Advisors, Inc.

INCREASED

Shares147,000 from 63,000

Change+84,000 (+133%)

Value$4.6M (+$2.0M)

Filed 2026-11-02

Salem Investment Counselors Inc

DECREASED

Shares126,405 from 126,605

Change-200 (0%)

Value$4.0M (-$1.3M)

Filed 2026-10-13

Creative Planning

INCREASED

Shares70,701 from 51,840

Change+18,861 (+36%)

Value$2.2M (+$79.9K)

Filed 2026-11-02

Russell Investments Group, Ltd.

DECREASED

Shares67,186 from 69,124

Change-1,938 (-3%)

Value$2.1M (-$741.5K)

Filed 2026-11-06

Virginia Retirement Systems ET Al

INCREASED

Shares44,900 from 9,700

Change+35,200 (+363%)

Value$1.4M (+$1.0M)

Filed 2026-10-28

Citigroup Inc

DECREASED

Shares44,250 from 134,034

Change-89,784 (-67%)

Value$1.4M (-$4.1M)

Filed 2026-11-04

Great Lakes Advisors, LLC

DECREASED

Shares42,603 from 79,765

Change-37,162 (-47%)

Value$1.3M (-$1.9M)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares41,953 from 11,446

Change+30,507 (+267%)

Value$1.4M (+$904.3K)

Filed 2026-10-13

CenterBook Partners LP

INCREASED

Shares41,117 from 17,632

Change+23,485 (+133%)

Value$1.3M (+$561.6K)

Filed 2026-11-02

Alexander Randolph Advisory, Inc.

DECREASED

Shares39,895 from 39,995

Change-100 (0%)

Value$1.2M (-$397.1K)

Filed 2026-11-04

Strs Ohio

INCREASED

Shares38,200 from 12,800

Change+25,400 (+198%)

Value$1.2M (+$669.2K)

Filed 2026-10-30

Jackson Creek Investment Advisors LLC

DECREASED

Shares36,380 from 36,858

Change-478 (-1%)

Value$1.1M (+$1.1M)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares34,726 from 37,528

Change-2,802 (-7%)

Value$1.1M (-$457.4K)

Filed 2026-11-06

Wolverine Asset Management LLC

INCREASED

Shares30,430 from 27,930

Change+2,500 (+9%)

Value$952.8K (-$196.8K)

Filed 2026-11-02

New York State Teachers Retirement System

INCREASED

Shares28,234 from 23,700

Change+4,534 (+19%)

Value$884.0K (-$91.0K)

Filed 2026-10-22

Robeco Institutional Asset Management B.V.

UNCHANGED

Shares24,972 from 24,972

Change0 (0%)

Value$781.9K (-$246.0K)

Filed 2026-10-20

Thrivent Financial for Lutherans

DECREASED

Shares23,349 from 24,198

Change-849 (-4%)

Value$731.0K (-$265.0K)

Filed 2026-11-05

State of Wyoming

INCREASED

Shares22,843 from 11,162

Change+11,681 (+105%)

Value$715.2K (+$255.8K)

Filed 2026-10-28

Achmea Investment Management B.V.

NEW

Shares20,688

Change+20,688

Value$648.3K

Filed 2026-10-30

Inscription Capital, LLC

INCREASED

Shares19,909 from 19,456

Change+453 (+2%)

Value$623.4K (-$177.5K)

Filed 2026-11-02

Illinois Municipal Retirement Fund

INCREASED

Shares19,367 from 19,050

Change+317 (+2%)

Value$606.4K (-$177.7K)

Filed 2026-11-05

Alps Advisors Inc

NEW

Shares19,030

Change+19,030

Value$595.8K

Filed 2026-11-03

Kestra Advisory Services, LLC

UNCHANGED

Shares16,507 from 16,507

Change0 (0%)

Value$516.8K (-$162.6K)

Filed 2026-11-02

Louisiana State Employees Retirement System

DECREASED

Shares15,600 from 16,100

Change-500 (-3%)

Value$488.4K (-$174.2K)

Filed 2026-10-20

Independent Financial Group, LLC

INCREASED

Shares15,300 from 15,000

Change+300 (+2%)

Value$479.0K (-$138.4K)

Filed 2026-10-13

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

NEW

Shares14,668

Change+14,668

Value$459.3K

Filed 2026-10-27

Barclays PLC

INCREASED

Shares14,258 from 12,245

Change+2,013 (+16%)

Value$446.4K (-$57.6K)

Filed 2026-11-06

Chicago Partners Investment Group LLC

INCREASED

Shares13,514 from 5,521

Change+7,993 (+145%)

Value$440.6K (+$233.9K)

Filed 2026-10-27

Amundi

INCREASED

Shares12,616 from 11,805

Change+811 (+7%)

Value$395.0K (-$90.9K)

Filed 2026-11-06

Savant Capital, LLC

NEW

Shares12,531

Change+12,531

Value$392.3K

Filed 2026-11-06

Tctc Holdings, LLC

UNCHANGED

Shares12,242 from 12,242

Change0 (0%)

Value$383.3K (-$120.6K)

Filed 2026-11-02

Aaron Wealth Advisors LLC

INCREASED

Shares10,955 from 5,687

Change+5,268 (+93%)

Value$343.0K (+$108.9K)

Filed 2026-10-13

Angeles Wealth Management, LLC

DECREASED

Shares10,266 from 27,937

Change-17,671 (-63%)

Value$321.4K (-$828.5K)

Filed 2026-10-26

Arizona State Retirement System

INCREASED

Shares9,856 from 9,667

Change+189 (+2%)

Value$308.6K (-$89.3K)

Filed 2026-11-03

Amalgamated Bank

DECREASED

Shares9,502 from 9,853

Change-351 (-4%)

Value$298.0K (-$108.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares9,401 from 9,937

Change-536 (-5%)

Value$294.3K (-$114.7K)

Filed 2026-10-22

Summit Global Investments

UNCHANGED

Shares9,314 from 9,314

Change0 (0%)

Value$292.0K (-$91.0K)

Filed 2026-10-28

Exchange Traded Concepts, LLC

NEW

Shares9,263

Change+9,263

Value$290.0K

Filed 2026-10-28

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares8,650 from 8,738

Change-88 (-1%)

Value$270.8K (-$88.8K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares8,537 from 8,647

Change-110 (-1%)

Value$267.3K (-$88.6K)

Filed 2026-11-05

Crossmark Global Holdings, Inc.

INCREASED

Shares8,532 from 7,518

Change+1,014 (+13%)

Value$267.1K (-$42.3K)

Filed 2026-10-21

Westhampton Capital, LLC

DECREASED

Shares8,500 from 11,000

Change-2,500 (-23%)

Value$266.1K (-$186.6K)

Filed 2026-10-30

Oregon Public Employees Retirement Fund

DECREASED

Shares8,202 from 8,402

Change-200 (-2%)

Value$256.8K (-$89.0K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares8,199 from 5,309

Change+2,890 (+54%)

Value$256.7K (+$38.2K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares8,106 from 13,990

Change-5,884 (-42%)

Value$193.1K (-$381.9K)

Filed 2026-10-15

HUB Investment Partners, LLC

NEW

Shares7,616

Change+7,616

Value$238.5K

Filed 2026-11-03

Atria Investments, Inc

DECREASED

Shares7,376 from 7,553

Change-177 (-2%)

Value$230.9K (-$79.9K)

Filed 2026-10-15

Olympiad Research LP

NEW

Shares7,228

Change+7,228

Value$226.3K

Filed 2026-11-04

Baker Avenue Asset Management, LP

NEW

Shares6,953

Change+6,953

Value$217.7K

Filed 2026-11-06

Swedbank AB

UNCHANGED

Shares6,463 from 6,463

Change0 (0%)

Value$202.4K (-$63.7K)

Filed 2026-10-27

Nisa Investment Advisors, LLC

INCREASED

Shares5,935 from 4,648

Change+1,287 (+28%)

Value$185.8K (-$5.5K)

Filed 2026-10-20

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares5,329 from 5,773

Change-444 (-8%)

Value$166.9K (-$70.8K)

Filed 2026-10-27

Simplex Trading, LLC

INCREASED

Shares5,311 from 344

Change+4,967 (+1444%)

Value$166.3K (+$152.1K)

Filed 2026-11-04

Bayforest Capital Ltd

INCREASED

Shares4,240 from 2,955

Change+1,285 (+43%)

Value$132.8K (+$11.1K)

Filed 2026-11-03

Larson Financial Group LLC

INCREASED

Shares4,111 from 115

Change+3,996 (+3475%)

Value$128.7K (+$124.0K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

DECREASED

Shares3,751 from 4,081

Change-330 (-8%)

Value$117.4K (-$50.5K)

Filed 2026-11-06

Versant Capital Management, Inc

INCREASED

Shares3,711 from 2,662

Change+1,049 (+39%)

Value$116.2K (+$6.6K)

Filed 2026-10-02

Caitong International Asset Management Co., Ltd

NEW

Shares2,374

Change+2,374

Value$74.3K

Filed 2026-10-29

Gamma Investing LLC

DECREASED

Shares2,181 from 2,609

Change-428 (-16%)

Value$68.3K (-$39.1K)

Filed 2026-10-08

Nykredit A/S

UNCHANGED

Shares1,746 from 1,746

Change0 (0%)

Value$54.7K (-$17.2K)

Filed 2026-11-06

Fulcrum Asset Management LLP

INCREASED

Shares1,497 from 62

Change+1,435 (+2315%)

Value$46.8K (+$44.2K)

Filed 2026-11-04

Elevation Wealth Partners, LLC

INCREASED

Shares1,117 from 28

Change+1,089 (+3889%)

Value$35.0K (+$33.8K)

Filed 2026-10-07

Assetmark, Inc

NEW

Shares1,101

Change+1,101

Value$34.5K

Filed 2026-10-21

US Bancorp \de\

DECREASED

Shares1,087 from 1,216

Change-129 (-11%)

Value$34.0K (-$16.0K)

Filed 2026-11-05

KBC Group NV

UNCHANGED

Shares1,007 from 1,007

Change0 (0%)

Value$32 (-$9)

Filed 2026-10-22

Cullen T Bankers, Inc.

INCREASED

Shares986 from 891

Change+95 (+11%)

Value$30.9K (-$5.8K)

Filed 2026-10-28

IFP Advisors, Inc

INCREASED

Shares847 from 5

Change+842 (+16840%)

Value$26.5K (+$26.3K)

Filed 2026-10-16

Sterling Capital Management LLC

DECREASED

Shares704 from 8,419

Change-7,715 (-92%)

Value$22.0K (-$324.5K)

Filed 2026-10-22

Signaturefd, LLC

INCREASED

Shares548 from 221

Change+327 (+148%)

Value$17.2K (+$8.1K)

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares548 from 548

Change0 (0%)

Value$22.6K ($0)

Filed 2026-11-06

True Wealth Design, LLC

INCREASED

Shares426 from 337

Change+89 (+26%)

Value$13.3K (-$532)

Filed 2026-10-13

Salomon & Ludwin, LLC

DECREASED

Shares407 from 682

Change-275 (-40%)

Value$12.7K (-$15.3K)

Filed 2026-10-29

Elyxium Wealth, LLC

NEW

Shares390

Change+390

Value$12.2K

Filed 2026-10-27

Essential Partners LLC

INCREASED

Shares317 from 137

Change+180 (+131%)

Value$9.9K (+$4.3K)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

DECREASED

Shares306 from 356

Change-50 (-14%)

Value$9.6K (-$5.1K)

Filed 2026-11-04

SJS Investment Consulting Inc.

DECREASED

Shares290 from 394

Change-104 (-26%)

Value$9.1K (-$7.1K)

Filed 2026-10-26

UMB Bank, n.a.

DECREASED

Shares289 from 794

Change-505 (-64%)

Value$9.0K (-$23.6K)

Filed 2026-11-06

Pension & Wealth Management Advisors, Inc.

NEW

Shares272

Change+272

Value$8.5K

Filed 2026-10-16

Covestor Ltd

DECREASED

Shares266 from 285

Change-19 (-7%)

Value$9 (-$3)

Filed 2026-10-30

Parkside Financial Bank & Trust

INCREASED

Shares261 from 238

Change+23 (+10%)

Value$8.2K (-$1.6K)

Filed 2026-10-27

GoalVest Advisory LLC

NEW

Shares255

Change+255

Value$8.0K

Filed 2026-10-02

Root Financial Partners, LLC

NEW

Shares179

Change+179

Value$5.6K

Filed 2026-10-21

Private Wealth Management Group, LLC

UNCHANGED

Shares177 from 177

Change0 (0%)

Value$5.5K (-$1.7K)

Filed 2026-10-19

Farther Finance Advisors, LLC

INCREASED

Shares169 from 75

Change+94 (+125%)

Value$5.3K (+$2.2K)

Filed 2026-10-08

Parallel Advisors, LLC

DECREASED

Shares155 from 282

Change-127 (-45%)

Value$4.9K (-$6.8K)

Filed 2026-11-03

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares127 from 154

Change-27 (-18%)

Value$4.0K (-$2.4K)

Filed 2026-10-05

Private Trust Co NA

DECREASED

Shares104 from 118

Change-14 (-12%)

Value$3.3K (-$1.6K)

Filed 2026-10-20

Triumph Capital Management

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.1K (-$985)

Filed 2026-10-14

WPG Advisers, LLC

DECREASED

Shares90 from 110

Change-20 (-18%)

Value$2.8K (-$1.7K)

Filed 2026-10-27

CX Institutional

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$2 (-$1)

Filed 2026-10-02

Capital Advisors, Ltd. LLC

NEW

Shares67

Change+67

Value$2

Filed 2026-10-27

Clearstead Advisors, LLC

DECREASED

Shares62 from 69

Change-7 (-10%)

Value$1.9K (-$931)

Filed 2026-11-06

Clearstead Trust, LLC

DECREASED

Shares53 from 88

Change-35 (-40%)

Value$1.7K (-$2.0K)

Filed 2026-11-06

Spire Wealth Management

DECREASED

Shares49 from 68

Change-19 (-28%)

Value$1.5K (-$1.3K)

Filed 2026-10-30

Valued Wealth Advisors LLC

DECREASED

Shares40 from 47

Change-7 (-15%)

Value$1.3K (-$682)

Filed 2026-11-05

POM Investment Strategies, LLC

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$1.2K (-$374)

Filed 2026-10-20

Rossby Financial, LCC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$1.2K (-$365)

Filed 2026-11-05

SBI Securities Co., Ltd.

INCREASED

Shares33 from 30

Change+3 (+10%)

Value$1.0K (-$202)

Filed 2026-10-22

Farmers & Merchants Investments Inc

INCREASED

Shares30 from 15

Change+15 (+100%)

Value$939 (+$322)

Filed 2026-10-22

Cedar Mountain Advisors, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$939 (-$296)

Filed 2026-10-15

Financial Consulate, Inc

INCREASED

Shares22 from 16

Change+6 (+38%)

Value$689 (+$30)

Filed 2026-10-23

Fortitude Family Office, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$626 (-$197)

Filed 2026-10-14

Pittenger & Anderson Inc

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$470 (-$148)

Filed 2026-11-02

Signature Resources Capital Management, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$344 (-$109)

Filed 2026-10-16

Lodestone Wealth Management LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$354 (-$108)

Filed 2026-10-14

Davis Capital Management

INCREASED

Shares6 from 2

Change+4 (+200%)

Value$188 (+$106)

Filed 2026-10-08

Gilpin Wealth Management, LLC

DECREASED

Shares3 from 8

Change-5 (-62%)

Value$94 (-$236)

Filed 2026-10-09

Latitude Advisors, LLC

NEW

Shares1

Change+1

Value$19

Filed 2026-10-27

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$33 (-$8)

Filed 2026-10-30

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 31,539

Change-31,539 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-16

Evergreen Capital Management LLC

CLOSED

Shares0 from 6,389

Change-6,389 (-100%)

Value$0 (-$263.0K)

Filed 2026-10-23

Integrated Advisors Network LLC

CLOSED

Shares0 from 6,042

Change-6,042 (-100%)

Value$0 (-$248.7K)

Filed 2026-10-20

Sound Income Strategies, LLC

CLOSED

Shares0 from 5,375

Change-5,375 (-100%)

Value$0 (-$221.2K)

Filed 2026-10-09

ProShare Advisors LLC

CLOSED

Shares0 from 5,163

Change-5,163 (-100%)

Value$0 (-$212.5K)

Filed 2026-10-29

Daytona Street Capital LLC

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$161.3K)

Filed 2026-10-15

TD Private Client Wealth LLC

CLOSED

Shares0 from 77

Change-77 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-28

Stone House Investment Management, LLC

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$741)

Filed 2026-10-23

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$576)

Filed 2026-11-04

Bare Financial Services, Inc

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$453)

Filed 2026-11-04

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$247)

Filed 2026-11-03

Signature Equity Partners, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$206)

Filed 2026-10-29

Retirement Wealth Solutions LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$206)

Filed 2026-10-07

First Command Advisory Services, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$123)

Filed 2026-11-05

Evolution Advisers, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-06

Activest Wealth Management

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-15

BlackRock, Inc.

N/A

Shares— from 5,824,048

Change-5,824,048 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,870,722

Change-2,870,722 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 2,269,347

Change-2,269,347 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,564,269

Change-1,564,269 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,496,406

Change-1,496,406 (-100%)

Value—

Rwwm, Inc.

N/A

Shares— from 1,444,045

Change-1,444,045 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,355,729

Change-1,355,729 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,240,239

Change-1,240,239 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,040,575

Change-1,040,575 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 997,426

Change-997,426 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 916,522

Change-916,522 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 875,996

Change-875,996 (-100%)

Value—

UBS Group AG

N/A

Shares— from 686,980

Change-686,980 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 645,863

Change-645,863 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 588,658

Change-588,658 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 565,015

Change-565,015 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 442,930

Change-442,930 (-100%)

Value—

Interval Partners, LP

N/A

Shares— from 413,846

Change-413,846 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 412,500

Change-412,500 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 396,381

Change-396,381 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 391,212

Change-391,212 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 362,068

Change-362,068 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 322,420

Change-322,420 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 303,585

Change-303,585 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 243,203

Change-243,203 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 242,301

Change-242,301 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 237,573

Change-237,573 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 225,785

Change-225,785 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 220,088

Change-220,088 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 218,072

Change-218,072 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 209,304

Change-209,304 (-100%)

Value—

Shellback Capital, LP

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 182,932

Change-182,932 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 154,107

Change-154,107 (-100%)

Value—

Aristides Capital LLC

N/A

Shares— from 152,328

Change-152,328 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 150,584

Change-150,584 (-100%)

Value—

Nicola Wealth Management Ltd.

N/A

Shares— from 141,100

Change-141,100 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 137,331

Change-137,331 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 127,584

Change-127,584 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 126,568

Change-126,568 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 125,626

Change-125,626 (-100%)

Value—

Cinctive Capital Management LP

N/A

Shares— from 117,475

Change-117,475 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 104,111

Change-104,111 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 102,292

Change-102,292 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 97,709

Change-97,709 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 95,823

Change-95,823 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 94,827

Change-94,827 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 94,670

Change-94,670 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 88,531

Change-88,531 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 87,541

Change-87,541 (-100%)

Value—

Rubric Capital Management LPA

N/A

Shares— from 86,844

Change-86,844 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 83,472

Change-83,472 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 81,281

Change-81,281 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 70,534

Change-70,534 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 70,300

Change-70,300 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 69,545

Change-69,545 (-100%)

Value—

Easterly Investment Partners LLC

N/A

Shares— from 65,950

Change-65,950 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 61,337

Change-61,337 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 60,979

Change-60,979 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 60,701

Change-60,701 (-100%)

Value—

BW Gestao de Investimentos Ltda.

N/A

Shares— from 60,000

Change-60,000 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 57,686

Change-57,686 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 54,904

Change-54,904 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 52,632

Change-52,632 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 50,831

Change-50,831 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 49,197

Change-49,197 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 48,462

Change-48,462 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 45,153

Change-45,153 (-100%)

Value—

Armistice Capital, LLC

N/A

Shares— from 43,051

Change-43,051 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 42,813

Change-42,813 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 38,318

Change-38,318 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 38,065

Change-38,065 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 36,243

Change-36,243 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 35,892

Change-35,892 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 32,764

Change-32,764 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 31,707

Change-31,707 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 30,328

Change-30,328 (-100%)

Value—

FMR LLC

N/A

Shares— from 29,661

Change-29,661 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 29,196

Change-29,196 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 27,438

Change-27,438 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 27,247

Change-27,247 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 24,901

Change-24,901 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 24,420

Change-24,420 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 24,375

Change-24,375 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 21,726

Change-21,726 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 21,565

Change-21,565 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 21,129

Change-21,129 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 21,115

Change-21,115 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 21,082

Change-21,082 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 21,066

Change-21,066 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 20,894

Change-20,894 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 20,217

Change-20,217 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 19,881

Change-19,881 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 18,755

Change-18,755 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 17,560

Change-17,560 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 17,389

Change-17,389 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 16,601

Change-16,601 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 16,382

Change-16,382 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 16,245

Change-16,245 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 15,600

Change-15,600 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 14,895

Change-14,895 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 14,674

Change-14,674 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 14,221

Change-14,221 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 13,700

Change-13,700 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 13,513

Change-13,513 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 13,469

Change-13,469 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 12,095

Change-12,095 (-100%)

Value—

Allstate Corp

N/A

Shares— from 12,007

Change-12,007 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 11,875

Change-11,875 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 10,898

Change-10,898 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 10,185

Change-10,185 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 9,810

Change-9,810 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 9,276

Change-9,276 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 9,141

Change-9,141 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 8,952

Change-8,952 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,703

Change-8,703 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8,368

Change-8,368 (-100%)

Value—

Man Group plc

N/A

Shares— from 8,310

Change-8,310 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 8,308

Change-8,308 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 8,100

Change-8,100 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 8,042

Change-8,042 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 8,020

Change-8,020 (-100%)

Value—

Ironwood Investment Management LLC

N/A

Shares— from 7,559

Change-7,559 (-100%)

Value—

Kera Capital Partners, Inc.

N/A

Shares— from 7,532

Change-7,532 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 7,492

Change-7,492 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 7,255

Change-7,255 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 7,018

Change-7,018 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 6,842

Change-6,842 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 6,791

Change-6,791 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 6,606

Change-6,606 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,367

Change-6,367 (-100%)

Value—

Cullen Capital Management, LLC

N/A

Shares— from 6,274

Change-6,274 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,885

Change-5,885 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 5,354

Change-5,354 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 5,319

Change-5,319 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 5,251

Change-5,251 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 5,013

Change-5,013 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 4,894

Change-4,894 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,833

Change-3,833 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 3,387

Change-3,387 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,281

Change-3,281 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,961

Change-2,961 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,923

Change-2,923 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,670

Change-1,670 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 779

Change-779 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 750

Change-750 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 619

Change-619 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 394

Change-394 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 379

Change-379 (-100%)

Value—

Financial Avengers, Inc.

N/A

Shares— from 302

Change-302 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 268

Change-268 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 267

Change-267 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 202

Change-202 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 172

Change-172 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 148

Change-148 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 81

Change-81 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 46

Change-46 (-100%)

Value—

Quarry LP

N/A

Shares— from 44

Change-44 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 42

Change-42 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 29

Change-29 (-100%)

Value—

Atlantic Private Wealth, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 29

Change-29 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,201,351	1,905,146	+296,205	+16%	$78.4M	$68.9M	-$9.5M	2026-11-04
Geode Capital Management, LLC	INCREASED	971,109	933,743	+37,366	+4%	$38.4M	$30.4M	-$8.0M	2026-11-06
LSV Asset Management	INCREASED	959,159	848,381	+110,778	+13%	$34.9M	$30.0M	-$4.9M	2026-11-06
Bank of New York Mellon Corp	DECREASED	526,138	688,717	-162,579	-24%	$28.3M	$16.5M	-$11.9M	2026-11-05
Allspring Global Investments Holdings, LLC	NEW	254,586	—	+254,586	—	—	$8.1M	—	2026-11-04
Principal Financial Group Inc	DECREASED	175,416	178,078	-2,662	-1%	$7.3M	$5.5M	-$1.8M	2026-11-02
Hussman Strategic Advisors, Inc.	INCREASED	147,000	63,000	+84,000	+133%	$2.6M	$4.6M	+$2.0M	2026-11-02
Salem Investment Counselors Inc	DECREASED	126,405	126,605	-200	0%	$5.2M	$4.0M	-$1.3M	2026-10-13
Creative Planning	INCREASED	70,701	51,840	+18,861	+36%	$2.1M	$2.2M	+$79.9K	2026-11-02
Russell Investments Group, Ltd.	DECREASED	67,186	69,124	-1,938	-3%	$2.8M	$2.1M	-$741.5K	2026-11-06
Virginia Retirement Systems ET Al	INCREASED	44,900	9,700	+35,200	+363%	$399.3K	$1.4M	+$1.0M	2026-10-28
Citigroup Inc	DECREASED	44,250	134,034	-89,784	-67%	$5.5M	$1.4M	-$4.1M	2026-11-04
Great Lakes Advisors, LLC	DECREASED	42,603	79,765	-37,162	-47%	$3.3M	$1.3M	-$1.9M	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	41,953	11,446	+30,507	+267%	$460.0K	$1.4M	+$904.3K	2026-10-13
CenterBook Partners LP	INCREASED	41,117	17,632	+23,485	+133%	$725.7K	$1.3M	+$561.6K	2026-11-02
Alexander Randolph Advisory, Inc.	DECREASED	39,895	39,995	-100	0%	$1.6M	$1.2M	-$397.1K	2026-11-04
Strs Ohio	INCREASED	38,200	12,800	+25,400	+198%	$526.8K	$1.2M	+$669.2K	2026-10-30
Jackson Creek Investment Advisors LLC	DECREASED	36,380	36,858	-478	-1%	$1.4K	$1.1M	+$1.1M	2026-11-04
Deutsche Bank Ag\	DECREASED	34,726	37,528	-2,802	-7%	$1.5M	$1.1M	-$457.4K	2026-11-06
Wolverine Asset Management LLC	INCREASED	30,430	27,930	+2,500	+9%	$1.1M	$952.8K	-$196.8K	2026-11-02
New York State Teachers Retirement System	INCREASED	28,234	23,700	+4,534	+19%	$975.0K	$884.0K	-$91.0K	2026-10-22
Robeco Institutional Asset Management B.V.	UNCHANGED	24,972	24,972	0	0%	$1.0M	$781.9K	-$246.0K	2026-10-20
Thrivent Financial for Lutherans	DECREASED	23,349	24,198	-849	-4%	$996.0K	$731.0K	-$265.0K	2026-11-05
State of Wyoming	INCREASED	22,843	11,162	+11,681	+105%	$459.4K	$715.2K	+$255.8K	2026-10-28
Achmea Investment Management B.V.	NEW	20,688	—	+20,688	—	—	$648.3K	—	2026-10-30
Inscription Capital, LLC	INCREASED	19,909	19,456	+453	+2%	$800.8K	$623.4K	-$177.5K	2026-11-02
Illinois Municipal Retirement Fund	INCREASED	19,367	19,050	+317	+2%	$784.1K	$606.4K	-$177.7K	2026-11-05
Alps Advisors Inc	NEW	19,030	—	+19,030	—	—	$595.8K	—	2026-11-03
Kestra Advisory Services, LLC	UNCHANGED	16,507	16,507	0	0%	$679.4K	$516.8K	-$162.6K	2026-11-02
Louisiana State Employees Retirement System	DECREASED	15,600	16,100	-500	-3%	$662.7K	$488.4K	-$174.2K	2026-10-20
Independent Financial Group, LLC	INCREASED	15,300	15,000	+300	+2%	$617.4K	$479.0K	-$138.4K	2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	NEW	14,668	—	+14,668	—	—	$459.3K	—	2026-10-27
Barclays PLC	INCREASED	14,258	12,245	+2,013	+16%	$504.0K	$446.4K	-$57.6K	2026-11-06
Chicago Partners Investment Group LLC	INCREASED	13,514	5,521	+7,993	+145%	$206.7K	$440.6K	+$233.9K	2026-10-27
Amundi	INCREASED	12,616	11,805	+811	+7%	$485.9K	$395.0K	-$90.9K	2026-11-06
Savant Capital, LLC	NEW	12,531	—	+12,531	—	—	$392.3K	—	2026-11-06
Tctc Holdings, LLC	UNCHANGED	12,242	12,242	0	0%	$503.9K	$383.3K	-$120.6K	2026-11-02
Aaron Wealth Advisors LLC	INCREASED	10,955	5,687	+5,268	+93%	$234.1K	$343.0K	+$108.9K	2026-10-13
Angeles Wealth Management, LLC	DECREASED	10,266	27,937	-17,671	-63%	$1.1M	$321.4K	-$828.5K	2026-10-26
Arizona State Retirement System	INCREASED	9,856	9,667	+189	+2%	$397.9K	$308.6K	-$89.3K	2026-11-03
Amalgamated Bank	DECREASED	9,502	9,853	-351	-4%	$406.0K	$298.0K	-$108.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	9,401	9,937	-536	-5%	$409.0K	$294.3K	-$114.7K	2026-10-22
Summit Global Investments	UNCHANGED	9,314	9,314	0	0%	$383.0K	$292.0K	-$91.0K	2026-10-28
Exchange Traded Concepts, LLC	NEW	9,263	—	+9,263	—	—	$290.0K	—	2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	8,650	8,738	-88	-1%	$359.7K	$270.8K	-$88.8K	2026-11-03
Fifth Third Bancorp	DECREASED	8,537	8,647	-110	-1%	$355.9K	$267.3K	-$88.6K	2026-11-05
Crossmark Global Holdings, Inc.	INCREASED	8,532	7,518	+1,014	+13%	$309.4K	$267.1K	-$42.3K	2026-10-21
Westhampton Capital, LLC	DECREASED	8,500	11,000	-2,500	-23%	$452.8K	$266.1K	-$186.6K	2026-10-30
Oregon Public Employees Retirement Fund	DECREASED	8,202	8,402	-200	-2%	$345.8K	$256.8K	-$89.0K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	8,199	5,309	+2,890	+54%	$218.5K	$256.7K	+$38.2K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	8,106	13,990	-5,884	-42%	$575.0K	$193.1K	-$381.9K	2026-10-15
HUB Investment Partners, LLC	NEW	7,616	—	+7,616	—	—	$238.5K	—	2026-11-03
Atria Investments, Inc	DECREASED	7,376	7,553	-177	-2%	$310.9K	$230.9K	-$79.9K	2026-10-15
Olympiad Research LP	NEW	7,228	—	+7,228	—	—	$226.3K	—	2026-11-04
Baker Avenue Asset Management, LP	NEW	6,953	—	+6,953	—	—	$217.7K	—	2026-11-06
Swedbank AB	UNCHANGED	6,463	6,463	0	0%	$266.0K	$202.4K	-$63.7K	2026-10-27
Nisa Investment Advisors, LLC	INCREASED	5,935	4,648	+1,287	+28%	$191.3K	$185.8K	-$5.5K	2026-10-20
Pinnacle Wealth Planning Services, Inc.	DECREASED	5,329	5,773	-444	-8%	$237.6K	$166.9K	-$70.8K	2026-10-27
Simplex Trading, LLC	INCREASED	5,311	344	+4,967	+1444%	$14.2K	$166.3K	+$152.1K	2026-11-04
Bayforest Capital Ltd	INCREASED	4,240	2,955	+1,285	+43%	$121.6K	$132.8K	+$11.1K	2026-11-03
Larson Financial Group LLC	INCREASED	4,111	115	+3,996	+3475%	$4.7K	$128.7K	+$124.0K	2026-11-05
PNC Financial Services Group, Inc.	DECREASED	3,751	4,081	-330	-8%	$168.0K	$117.4K	-$50.5K	2026-11-06
Versant Capital Management, Inc	INCREASED	3,711	2,662	+1,049	+39%	$109.6K	$116.2K	+$6.6K	2026-10-02
Caitong International Asset Management Co., Ltd	NEW	2,374	—	+2,374	—	—	$74.3K	—	2026-10-29
Gamma Investing LLC	DECREASED	2,181	2,609	-428	-16%	$107.4K	$68.3K	-$39.1K	2026-10-08
Nykredit A/S	UNCHANGED	1,746	1,746	0	0%	$71.9K	$54.7K	-$17.2K	2026-11-06
Fulcrum Asset Management LLP	INCREASED	1,497	62	+1,435	+2315%	$2.6K	$46.8K	+$44.2K	2026-11-04
Elevation Wealth Partners, LLC	INCREASED	1,117	28	+1,089	+3889%	$1.2K	$35.0K	+$33.8K	2026-10-07
Assetmark, Inc	NEW	1,101	—	+1,101	—	—	$34.5K	—	2026-10-21
US Bancorp \de\	DECREASED	1,087	1,216	-129	-11%	$50.1K	$34.0K	-$16.0K	2026-11-05
KBC Group NV	UNCHANGED	1,007	1,007	0	0%	$41	$32	-$9	2026-10-22
Cullen T Bankers, Inc.	INCREASED	986	891	+95	+11%	$36.7K	$30.9K	-$5.8K	2026-10-28
IFP Advisors, Inc	INCREASED	847	5	+842	+16840%	$206	$26.5K	+$26.3K	2026-10-16
Sterling Capital Management LLC	DECREASED	704	8,419	-7,715	-92%	$346.5K	$22.0K	-$324.5K	2026-10-22
Signaturefd, LLC	INCREASED	548	221	+327	+148%	$9.1K	$17.2K	+$8.1K	2026-10-23
Allworth Financial LP	UNCHANGED	548	548	0	0%	$22.6K	$22.6K	$0	2026-11-06
True Wealth Design, LLC	INCREASED	426	337	+89	+26%	$13.9K	$13.3K	-$532	2026-10-13
Salomon & Ludwin, LLC	DECREASED	407	682	-275	-40%	$28.1K	$12.7K	-$15.3K	2026-10-29
Elyxium Wealth, LLC	NEW	390	—	+390	—	—	$12.2K	—	2026-10-27
Essential Partners LLC	INCREASED	317	137	+180	+131%	$5.6K	$9.9K	+$4.3K	2026-10-14
EverSource Wealth Advisors, LLC	DECREASED	306	356	-50	-14%	$14.7K	$9.6K	-$5.1K	2026-11-04
SJS Investment Consulting Inc.	DECREASED	290	394	-104	-26%	$16.2K	$9.1K	-$7.1K	2026-10-26
UMB Bank, n.a.	DECREASED	289	794	-505	-64%	$32.7K	$9.0K	-$23.6K	2026-11-06
Pension & Wealth Management Advisors, Inc.	NEW	272	—	+272	—	—	$8.5K	—	2026-10-16
Covestor Ltd	DECREASED	266	285	-19	-7%	$12	$9	-$3	2026-10-30
Parkside Financial Bank & Trust	INCREASED	261	238	+23	+10%	$9.8K	$8.2K	-$1.6K	2026-10-27
GoalVest Advisory LLC	NEW	255	—	+255	—	—	$8.0K	—	2026-10-02
Root Financial Partners, LLC	NEW	179	—	+179	—	—	$5.6K	—	2026-10-21
Private Wealth Management Group, LLC	UNCHANGED	177	177	0	0%	$7.3K	$5.5K	-$1.7K	2026-10-19
Farther Finance Advisors, LLC	INCREASED	169	75	+94	+125%	$3.1K	$5.3K	+$2.2K	2026-10-08
Parallel Advisors, LLC	DECREASED	155	282	-127	-45%	$11.6K	$4.9K	-$6.8K	2026-11-03
MassMutual Private Wealth & Trust, FSB	DECREASED	127	154	-27	-18%	$6.3K	$4.0K	-$2.4K	2026-10-05
Private Trust Co NA	DECREASED	104	118	-14	-12%	$4.9K	$3.3K	-$1.6K	2026-10-20
Triumph Capital Management	UNCHANGED	100	100	0	0%	$4.1K	$3.1K	-$985	2026-10-14
WPG Advisers, LLC	DECREASED	90	110	-20	-18%	$4.5K	$2.8K	-$1.7K	2026-10-27
CX Institutional	UNCHANGED	75	75	0	0%	$3	$2	-$1	2026-10-02
Capital Advisors, Ltd. LLC	NEW	67	—	+67	—	—	$2	—	2026-10-27
Clearstead Advisors, LLC	DECREASED	62	69	-7	-10%	$2.8K	$1.9K	-$931	2026-11-06
Clearstead Trust, LLC	DECREASED	53	88	-35	-40%	$3.6K	$1.7K	-$2.0K	2026-11-06
Spire Wealth Management	DECREASED	49	68	-19	-28%	$2.8K	$1.5K	-$1.3K	2026-10-30
Valued Wealth Advisors LLC	DECREASED	40	47	-7	-15%	$1.9K	$1.3K	-$682	2026-11-05
POM Investment Strategies, LLC	UNCHANGED	38	38	0	0%	$1.6K	$1.2K	-$374	2026-10-20
Rossby Financial, LCC	UNCHANGED	37	37	0	0%	$1.5K	$1.2K	-$365	2026-11-05
SBI Securities Co., Ltd.	INCREASED	33	30	+3	+10%	$1.2K	$1.0K	-$202	2026-10-22
Farmers & Merchants Investments Inc	INCREASED	30	15	+15	+100%	$617	$939	+$322	2026-10-22
Cedar Mountain Advisors, LLC	UNCHANGED	30	30	0	0%	$1.2K	$939	-$296	2026-10-15
Financial Consulate, Inc	INCREASED	22	16	+6	+38%	$659	$689	+$30	2026-10-23
Fortitude Family Office, LLC	UNCHANGED	20	20	0	0%	$823	$626	-$197	2026-10-14
Pittenger & Anderson Inc	UNCHANGED	15	15	0	0%	$618	$470	-$148	2026-11-02
Signature Resources Capital Management, LLC	UNCHANGED	11	11	0	0%	$453	$344	-$109	2026-10-16
Lodestone Wealth Management LLC	UNCHANGED	11	11	0	0%	$462	$354	-$108	2026-10-14
Davis Capital Management	INCREASED	6	2	+4	+200%	$82	$188	+$106	2026-10-08
Gilpin Wealth Management, LLC	DECREASED	3	8	-5	-62%	$330	$94	-$236	2026-10-09
Latitude Advisors, LLC	NEW	1	—	+1	—	—	$19	—	2026-10-27
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$41	$33	-$8	2026-10-30
Y-Intercept (Hong Kong) Ltd	CLOSED	0	31,539	-31,539	-100%	$1.3M	$0	-$1.3M	2026-10-16
Evergreen Capital Management LLC	CLOSED	0	6,389	-6,389	-100%	$263.0K	$0	-$263.0K	2026-10-23
Integrated Advisors Network LLC	CLOSED	0	6,042	-6,042	-100%	$248.7K	$0	-$248.7K	2026-10-20
Sound Income Strategies, LLC	CLOSED	0	5,375	-5,375	-100%	$221.2K	$0	-$221.2K	2026-10-09
ProShare Advisors LLC	CLOSED	0	5,163	-5,163	-100%	$212.5K	$0	-$212.5K	2026-10-29
Daytona Street Capital LLC	CLOSED	0	4,000	-4,000	-100%	$161.3K	$0	-$161.3K	2026-10-15
TD Private Client Wealth LLC	CLOSED	0	77	-77	-100%	$3.2K	$0	-$3.2K	2026-10-28
Stone House Investment Management, LLC	CLOSED	0	18	-18	-100%	$741	$0	-$741	2026-10-23
Plante Moran Financial Advisors, LLC	CLOSED	0	14	-14	-100%	$576	$0	-$576	2026-11-04
Bare Financial Services, Inc	CLOSED	0	11	-11	-100%	$453	$0	-$453	2026-11-04
JFS Wealth Advisors, LLC	CLOSED	0	6	-6	-100%	$247	$0	-$247	2026-11-03
Signature Equity Partners, LLC	CLOSED	0	5	-5	-100%	$206	$0	-$206	2026-10-29
Retirement Wealth Solutions LLC	CLOSED	0	5	-5	-100%	$206	$0	-$206	2026-10-07
First Command Advisory Services, Inc.	CLOSED	0	3	-3	-100%	$123	$0	-$123	2026-11-05
Evolution Advisers, Inc.	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-06
Activest Wealth Management	CLOSED	0	0	0	—	$0	$0	$0	2026-10-15
BlackRock, Inc.	N/A	—	5,824,048	-5,824,048	-100%	$239.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,870,722	-2,870,722	-100%	$118.2M	—	—	—
Allianz Asset Management GmbH	N/A	—	2,269,347	-2,269,347	-100%	$93.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,564,269	-1,564,269	-100%	$64.4M	—	—	—
State Street Corp	N/A	—	1,496,406	-1,496,406	-100%	$61.6M	—	—	—
Rwwm, Inc.	N/A	—	1,444,045	-1,444,045	-100%	$59.4M	—	—	—
American Century Companies Inc	N/A	—	1,355,729	-1,355,729	-100%	$55.8M	—	—	—
Ameriprise Financial Inc	N/A	—	1,240,239	-1,240,239	-100%	$51.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,040,575	-1,040,575	-100%	$42.8M	—	—	—
Citadel Advisors LLC	N/A	—	997,426	-997,426	-100%	$41.1M	—	—	—
Millennium Management LLC	N/A	—	916,522	-916,522	-100%	$37.7M	—	—	—
Morgan Stanley	N/A	—	875,996	-875,996	-100%	$36.1M	—	—	—
UBS Group AG	N/A	—	686,980	-686,980	-100%	$28.3M	—	—	—
Wellington Management Group LLP	N/A	—	645,863	-645,863	-100%	$26.6M	—	—	—
Quantinno Capital Management LP	N/A	—	588,658	-588,658	-100%	$24.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	565,015	-565,015	-100%	$23.3M	—	—	—
Northern Trust Corp	N/A	—	442,930	-442,930	-100%	$18.2M	—	—	—
Interval Partners, LP	N/A	—	413,846	-413,846	-100%	$17.0M	—	—	—
Renaissance Technologies LLC	N/A	—	412,500	-412,500	-100%	$17.0M	—	—	—
Royce & Associates LP	N/A	—	396,381	-396,381	-100%	$16.3M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	391,212	-391,212	-100%	$16.1M	—	—	—
Two Sigma Investments, LP	N/A	—	362,068	-362,068	-100%	$14.9M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	322,420	-322,420	-100%	$13.3M	—	—	—
AQR Capital Management LLC	N/A	—	303,585	-303,585	-100%	$12.5M	—	—	—
Victory Capital Management Inc	N/A	—	243,203	-243,203	-100%	$10.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	242,301	-242,301	-100%	$10.0M	—	—	—
JPMorgan Chase & Co	N/A	—	237,573	-237,573	-100%	$10.0M	—	—	—
Invesco Ltd.	N/A	—	225,785	-225,785	-100%	$9.3M	—	—	—
Jane Street Group, LLC	N/A	—	220,088	-220,088	-100%	$9.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	218,072	-218,072	-100%	$9.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	209,304	-209,304	-100%	$8.6M	—	—	—
Shellback Capital, LP	N/A	—	200,000	-200,000	-100%	$8.2M	—	—	—
Franklin Resources Inc	N/A	—	182,932	-182,932	-100%	$7.5M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	154,107	-154,107	-100%	$6.3M	—	—	—
Aristides Capital LLC	N/A	—	152,328	-152,328	-100%	$6.3M	—	—	—
Empowered Funds, LLC	N/A	—	150,584	-150,584	-100%	$6.2M	—	—	—
Nicola Wealth Management Ltd.	N/A	—	141,100	-141,100	-100%	$5.8M	—	—	—
Bank of America Corp	N/A	—	137,331	-137,331	-100%	$5.7M	—	—	—
Nuveen, LLC	N/A	—	127,584	-127,584	-100%	$5.3M	—	—	—
Public Sector Pension Investment Board	N/A	—	126,568	-126,568	-100%	$5.2M	—	—	—
Raymond James Financial Inc	N/A	—	125,626	-125,626	-100%	$5.2M	—	—	—
Cinctive Capital Management LP	N/A	—	117,475	-117,475	-100%	$4.8M	—	—	—
First Trust Advisors LP	N/A	—	104,111	-104,111	-100%	$4.3M	—	—	—
Bessemer Group Inc	N/A	—	102,292	-102,292	-100%	$4.2M	—	—	—
Squarepoint Ops LLC	N/A	—	97,709	-97,709	-100%	$4.0M	—	—	—
Graham Capital Management, L.P.	N/A	—	95,823	-95,823	-100%	$3.9M	—	—	—
Rhumbline Advisers	N/A	—	94,827	-94,827	-100%	$3.9M	—	—	—
Legal & General Group Plc	N/A	—	94,670	-94,670	-100%	$3.9M	—	—	—
UBS Asset Management Americas LLC	N/A	—	88,531	-88,531	-100%	$3.6M	—	—	—
Bridgewater Associates, LP	N/A	—	87,541	-87,541	-100%	$3.6M	—	—	—
Rubric Capital Management LPA	N/A	—	86,844	-86,844	-100%	$3.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	83,472	-83,472	-100%	$3.4M	—	—	—
Zacks Investment Management	N/A	—	81,281	-81,281	-100%	$3.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	70,534	-70,534	-100%	$2.9M	—	—	—
Swiss National Bank	N/A	—	70,300	-70,300	-100%	$2.9M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	69,545	-69,545	-100%	$2.9M	—	—	—
Easterly Investment Partners LLC	N/A	—	65,950	-65,950	-100%	$2.7M	—	—	—
Prudential Financial Inc	N/A	—	61,337	-61,337	-100%	$2.5M	—	—	—
Marshall Wace, LLP	N/A	—	60,979	-60,979	-100%	$2.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	60,701	-60,701	-100%	$2.5M	—	—	—
BW Gestao de Investimentos Ltda.	N/A	—	60,000	-60,000	-100%	$2.5M	—	—	—
IEQ Capital, LLC	N/A	—	57,686	-57,686	-100%	$2.4M	—	—	—
Engineers Gate Manager LP	N/A	—	54,904	-54,904	-100%	$2.3M	—	—	—
Bank of Montreal	N/A	—	52,632	-52,632	-100%	$2.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	50,831	-50,831	-100%	$2.1M	—	—	—
Alliancebernstein L.P.	N/A	—	49,197	-49,197	-100%	$1.8M	—	—	—
XTX Topco Ltd	N/A	—	48,462	-48,462	-100%	$2.0M	—	—	—
California State Teachers Retirement System	N/A	—	45,153	-45,153	-100%	$1.9M	—	—	—
Armistice Capital, LLC	N/A	—	43,051	-43,051	-100%	$1.8M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	42,813	-42,813	-100%	$1.8M	—	—	—
Aquatic Capital Management LLC	N/A	—	38,318	-38,318	-100%	$1.6M	—	—	—
Caprock Group, LLC	N/A	—	38,065	-38,065	-100%	$1.6M	—	—	—
Canada Life Assurance Co	N/A	—	36,243	-36,243	-100%	$1.5M	—	—	—
SummitTX Capital, L.P.	N/A	—	35,892	-35,892	-100%	$1.5M	—	—	—
Wells Fargo & Company	N/A	—	32,764	-32,764	-100%	$1.3M	—	—	—
Gotham Asset Management, LLC	N/A	—	31,707	-31,707	-100%	$1.3M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	30,328	-30,328	-100%	$1.2M	—	—	—
FMR LLC	N/A	—	29,661	-29,661	-100%	$1.2M	—	—	—
Vident Advisory, LLC	N/A	—	29,196	-29,196	-100%	$1.2M	—	—	—
Summit Trail Advisors, LLC	N/A	—	27,438	-27,438	-100%	$1.1M	—	—	—
SEI Investments Co	N/A	—	27,247	-27,247	-100%	$1.1M	—	—	—
Verdad Advisers, LP	N/A	—	25,000	-25,000	-100%	$1.0M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	24,901	-24,901	-100%	$1.0M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	24,420	-24,420	-100%	$1.0M	—	—	—
Jain Global LLC	N/A	—	24,375	-24,375	-100%	$1.0M	—	—	—
Captrust Financial Advisors	N/A	—	21,726	-21,726	-100%	$894.2K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	21,565	-21,565	-100%	$887.6K	—	—	—
Holocene Advisors, LP	N/A	—	21,129	-21,129	-100%	$869.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	21,115	-21,115	-100%	$869.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	21,082	-21,082	-100%	$867.8K	—	—	—
Focus Partners Wealth	N/A	—	21,066	-21,066	-100%	$867.0K	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	20,894	-20,894	-100%	$860.0K	—	—	—
Horizon Investments, LLC	N/A	—	20,217	-20,217	-100%	$832.1K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	19,881	-19,881	-100%	$818.3K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	18,755	-18,755	-100%	$772.0K	—	—	—
Winton Group Ltd	N/A	—	17,560	-17,560	-100%	$722.8K	—	—	—
Entropy Technologies, LP	N/A	—	17,389	-17,389	-100%	$715.7K	—	—	—
Jupiter Topco LLC	N/A	—	16,601	-16,601	-100%	$683.4K	—	—	—
State of Wisconsin Investment Board	N/A	—	16,382	-16,382	-100%	$674.3K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	16,245	-16,245	-100%	$668.6K	—	—	—
Canada Pension Plan Investment Board	N/A	—	15,600	-15,600	-100%	$642.1K	—	—	—
Teacher Retirement System of Texas	N/A	—	14,895	-14,895	-100%	$613.1K	—	—	—
Capital Fund Management S.A.	N/A	—	14,674	-14,674	-100%	$604.0K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	14,221	-14,221	-100%	$585.3K	—	—	—
New York State Common Retirement Fund	N/A	—	13,700	-13,700	-100%	$563.9K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	13,513	-13,513	-100%	$556.2K	—	—	—
Cerity Partners LLC	N/A	—	13,469	-13,469	-100%	$554.4K	—	—	—
Advisors Asset Management, Inc.	N/A	—	12,095	-12,095	-100%	$497.8K	—	—	—
Allstate Corp	N/A	—	12,007	-12,007	-100%	$494.2K	—	—	—
QRG Capital Management, Inc.	N/A	—	11,875	-11,875	-100%	$488.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	10,898	-10,898	-100%	$448.6K	—	—	—
Guggenheim Capital LLC	N/A	—	10,185	-10,185	-100%	$419.2K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	9,810	-9,810	-100%	$403.8K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	9,276	-9,276	-100%	$382.0K	—	—	—
Mirabella Financial Services LLP	N/A	—	9,141	-9,141	-100%	$376.2K	—	—	—
Brevan Howard Capital Management LP	N/A	—	8,952	-8,952	-100%	$368.5K	—	—	—
Royal Bank of Canada	N/A	—	8,703	-8,703	-100%	$358.0K	—	—	—
Arax Advisory Partners	N/A	—	8,368	-8,368	-100%	$344.4K	—	—	—
Man Group plc	N/A	—	8,310	-8,310	-100%	$342.0K	—	—	—
Prelude Capital Management, LLC	N/A	—	8,308	-8,308	-100%	$342.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	8,100	-8,100	-100%	$333.4K	—	—	—
Syon Capital LLC	N/A	—	8,042	-8,042	-100%	$331.0K	—	—	—
Intech Investment Management LLC	N/A	—	8,020	-8,020	-100%	$330.1K	—	—	—
Ironwood Investment Management LLC	N/A	—	7,559	-7,559	-100%	$311.1K	—	—	—
Kera Capital Partners, Inc.	N/A	—	7,532	-7,532	-100%	$310.0K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	7,492	-7,492	-100%	$308.4K	—	—	—
Quantbot Technologies LP	N/A	—	7,255	-7,255	-100%	$298.6K	—	—	—
Neuberger Berman Group LLC	N/A	—	7,018	-7,018	-100%	$288.9K	—	—	—
Voya Investment Management LLC	N/A	—	6,842	-6,842	-100%	$281.6K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	6,791	-6,791	-100%	$279.5K	—	—	—
GSA Capital Partners LLP	N/A	—	6,606	-6,606	-100%	$272.0K	—	—	—
SG Americas Securities, LLC	N/A	—	6,367	-6,367	-100%	$262.0K	—	—	—
Cullen Capital Management, LLC	N/A	—	6,274	-6,274	-100%	$258.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,885	-5,885	-100%	$242.2K	—	—	—
Envestnet Asset Management Inc	N/A	—	5,354	-5,354	-100%	$220.4K	—	—	—
Boothbay Fund Management, LLC	N/A	—	5,319	-5,319	-100%	$218.9K	—	—	—
Aigen Investment Management, LP	N/A	—	5,251	-5,251	-100%	$216.1K	—	—	—
Verition Fund Management LLC	N/A	—	5,013	-5,013	-100%	$206.3K	—	—	—
Jump Financial, LLC	N/A	—	4,894	-4,894	-100%	$201.4K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,833	-3,833	-100%	$158.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	3,387	-3,387	-100%	$139.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,281	-3,281	-100%	$135.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,961	-2,961	-100%	$121.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,923	-2,923	-100%	$120.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,670	-1,670	-100%	$69.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	779	-779	-100%	$32.1K	—	—	—
Nomura Asset Management Co LTD	N/A	—	750	-750	-100%	$30.9K	—	—	—
IFG Advisory, LLC	N/A	—	619	-619	-100%	$25.5K	—	—	—
Banque Transatlantique SA	N/A	—	394	-394	-100%	$16.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	379	-379	-100%	$15.6K	—	—	—
Financial Avengers, Inc.	N/A	—	302	-302	-100%	$12.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	268	-268	-100%	$11.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	267	-267	-100%	$11.0K	—	—	—
Optiver Holding B.V.	N/A	—	202	-202	-100%	$8.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	172	-172	-100%	$7.1K	—	—	—
Rothschild Investment LLC	N/A	—	148	-148	-100%	$6.1K	—	—	—
Brown Brothers Harriman & Co	N/A	—	100	-100	-100%	$4.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	100	-100	-100%	$4.2K	—	—	—
Ameriflex Group, Inc.	N/A	—	81	-81	-100%	$3.3K	—	—	—
Continuum Advisory, LLC	N/A	—	80	-80	-100%	$3.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	52	-52	-100%	$2.2K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	47	-47	-100%	$1.9K	—	—	—
Johnson Financial Group, Inc.	N/A	—	46	-46	-100%	$1.9K	—	—	—
Quarry LP	N/A	—	44	-44	-100%	$1.8K	—	—	—
Huntington National Bank	N/A	—	42	-42	-100%	$1.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	30	-30	-100%	$1.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	29	-29	-100%	$1.2K	—	—	—
Atlantic Private Wealth, LLC	N/A	—	29	-29	-100%	$1.2K	—	—	—
BFC Planning, Inc.	N/A	—	29	-29	-100%	$1.2K	—	—	—
Manning & Napier Advisors LLC	N/A	—	19	-19	-100%	$794	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	18	-18	-100%	$752	—	—	—
Crewe Advisors LLC	N/A	—	17	-17	-100%	$700	—	—	—
Ankerstar Wealth, LLC	N/A	—	9	-9	-100%	$370	—	—	—
NewEdge Advisors, LLC	N/A	—	9	-9	-100%	$370	—	—	—
Kilter Group LLC	N/A	—	6	-6	-100%	$247	—	—	—

Showing 306 of 306 institutions