Casella Waste Systems Inc (CWST)

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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Wasatch Advisors LP

DECREASED

Shares3,056,089 from 3,531,594

Change-475,505 (-13%)

Value$245.6M (-$96.9M)

Filed 2026-10-13

Conestoga Capital Advisors, LLC

DECREASED

Shares1,720,853 from 2,336,156

Change-615,303 (-26%)

Value$138.3M (-$88.3M)

Filed 2026-11-02

Dimensional Fund Advisors LP

INCREASED

Shares1,286,165 from 1,184,196

Change+101,969 (+9%)

Value$103.3M (-$11.5M)

Filed 2026-11-04

Pictet Asset Management Holding SA

DECREASED

Shares1,040,856 from 1,052,330

Change-11,474 (-1%)

Value$83.6M (-$18.4M)

Filed 2026-11-03

Allspring Global Investments Holdings, LLC

INCREASED

Shares659,597 from 622,064

Change+37,533 (+6%)

Value$51.5M (-$7.8M)

Filed 2026-11-04

TimesSquare Capital Management, LLC

INCREASED

Shares503,799 from 503,732

Change+67 (+0%)

Value$40.5M (-$8.4M)

Filed 2026-11-03

Bank of New York Mellon Corp

DECREASED

Shares395,430 from 436,500

Change-41,070 (-9%)

Value$31.8M (-$10.6M)

Filed 2026-11-05

Boston Trust Walden Corp

DECREASED

Shares353,538 from 372,647

Change-19,109 (-5%)

Value$28.4M (-$7.7M)

Filed 2026-10-30

Principal Financial Group Inc

DECREASED

Shares303,653 from 306,218

Change-2,565 (-1%)

Value$24.4M (-$5.3M)

Filed 2026-11-02

Fenimore Asset Management Inc

DECREASED

Shares191,816 from 191,851

Change-35 (0%)

Value$15.4M (-$3.2M)

Filed 2026-10-08

Granite Investment Partners, LLC

INCREASED

Shares181,083 from 163,245

Change+17,838 (+11%)

Value$14.6M (-$1.3M)

Filed 2026-11-04

Riverbridge Partners LLC

INCREASED

Shares107,571 from 102,979

Change+4,592 (+4%)

Value$8.6M (-$1.3M)

Filed 2026-11-05

Oppenheimer Asset Management Inc.

DECREASED

Shares103,552 from 105,486

Change-1,934 (-2%)

Value$8.3M (-$1.9M)

Filed 2026-10-27

Summit Creek Advisors LLC

DECREASED

Shares87,753 from 98,633

Change-10,880 (-11%)

Value$7.1M (-$2.5M)

Filed 2026-11-03

J. Safra Sarasin Holding AG

INCREASED

Shares84,585 from 72,129

Change+12,456 (+17%)

Value$6.8M (-$195.2K)

Filed 2026-10-26

Nicholas Company, Inc.

UNCHANGED

Shares79,060 from 79,060

Change0 (0%)

Value$6.4M (-$1.3M)

Filed 2026-11-05

Kornitzer Capital Management Inc

DECREASED

Shares61,425 from 62,315

Change-890 (-1%)

Value$4.9M (-$1.1M)

Filed 2026-11-03

B. Metzler seel. Sohn & Co. AG

DECREASED

Shares61,119 from 61,501

Change-382 (-1%)

Value$4.9M (-$1.1M)

Filed 2026-10-30

Mutual of America Capital Management LLC

DECREASED

Shares60,016 from 60,810

Change-794 (-1%)

Value$4.8M (-$1.1M)

Filed 2026-10-23

Thrivent Financial for Lutherans

DECREASED

Shares47,005 from 51,793

Change-4,788 (-9%)

Value$3.8M (-$1.2M)

Filed 2026-11-05

Achmea Investment Management B.V.

NEW

Shares46,255

Change+46,255

Value$3.7M

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares42,024 from 42,057

Change-33 (0%)

Value$3.5M (-$539.9K)

Filed 2026-10-13

OAK Ridge Investments LLC

INCREASED

Shares38,302 from 37,277

Change+1,025 (+3%)

Value$3.1M (-$537.2K)

Filed 2026-10-30

Strs Ohio

INCREASED

Shares38,050 from 5,400

Change+32,650 (+605%)

Value$3.1M (+$2.5M)

Filed 2026-10-30

Kraematon Investment Advisors, Inc

DECREASED

Shares35,297 from 35,677

Change-380 (-1%)

Value$2.8M (-$623.5K)

Filed 2026-11-02

Illinois Municipal Retirement Fund

INCREASED

Shares32,488 from 29,765

Change+2,723 (+9%)

Value$2.6M (-$275.9K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares26,700 from 27,400

Change-700 (-3%)

Value$2.1M (-$511.6K)

Filed 2026-10-20

Tompkins Financial Corp

UNCHANGED

Shares26,677 from 26,677

Change0 (0%)

Value$2.1M (-$443.4K)

Filed 2026-10-05

Gradient Investments LLC

DECREASED

Shares26,305 from 26,652

Change-347 (-1%)

Value$2.1M (-$470.8K)

Filed 2026-10-08

Creative Planning

INCREASED

Shares25,935 from 23,391

Change+2,544 (+11%)

Value$2.1M (-$184.3K)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

DECREASED

Shares21,815 from 23,126

Change-1,311 (-6%)

Value$1.8M (-$489.7K)

Filed 2026-11-05

Yousif Capital Management, LLC

INCREASED

Shares19,271 from 17,026

Change+2,245 (+13%)

Value$1.5M (-$102.6K)

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares17,637 from 17,253

Change+384 (+2%)

Value$1.4M (-$255.9K)

Filed 2026-11-03

Searle & Co.

INCREASED

Shares16,600 from 11,900

Change+4,700 (+40%)

Value$1.3M (+$179.9K)

Filed 2026-11-04

Amalgamated Bank

DECREASED

Shares16,332 from 16,857

Change-525 (-3%)

Value$1.3M (-$323.0K)

Filed 2026-10-23

Assenagon Asset Management S.A.

DECREASED

Shares16,087 from 17,856

Change-1,769 (-10%)

Value$1.3M (-$438.9K)

Filed 2026-10-15

Moody National Bank Trust Division

INCREASED

Shares15,218 from 15,194

Change+24 (+0%)

Value$1.2M (-$250.6K)

Filed 2026-10-06

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares14,762 from 14,850

Change-88 (-1%)

Value$1.2M (-$253.9K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares14,054 from 14,254

Change-200 (-1%)

Value$1.1M (-$253.0K)

Filed 2026-10-30

New York State Teachers Retirement System

UNCHANGED

Shares13,800 from 13,800

Change0 (0%)

Value$1.1M (-$229.0K)

Filed 2026-10-22

Citigroup Inc

DECREASED

Shares13,361 from 38,028

Change-24,667 (-65%)

Value$1.1M (-$2.6M)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares12,954 from 11,753

Change+1,201 (+10%)

Value$1.0M (-$98.8K)

Filed 2026-10-30

PensionDanmark Pensionsforsikringsaktieselskab

UNCHANGED

Shares11,970 from 11,970

Change0 (0%)

Value$961.8K (-$198.9K)

Filed 2026-10-19

Keybank National Association

INCREASED

Shares11,464 from 7,271

Change+4,193 (+58%)

Value$921.1K (+$216.1K)

Filed 2026-11-04

State of Alaska, Department of Revenue

DECREASED

Shares10,569 from 20,623

Change-10,054 (-49%)

Value$849.0K (-$1.2M)

Filed 2026-10-15

Sheets Smith Wealth Management

UNCHANGED

Shares10,255 from 10,255

Change0 (0%)

Value$824.0K (-$170.4K)

Filed 2026-10-16

US Bancorp \de\

DECREASED

Shares9,485 from 9,742

Change-257 (-3%)

Value$762.1K (-$182.6K)

Filed 2026-11-05

Exchange Traded Concepts, LLC

DECREASED

Shares9,116 from 23,787

Change-14,671 (-62%)

Value$732.5K (-$1.6M)

Filed 2026-10-28

ProShare Advisors LLC

DECREASED

Shares8,752 from 9,103

Change-351 (-4%)

Value$703.2K (-$179.5K)

Filed 2026-10-29

Vise Technologies, Inc.

NEW

Shares7,504

Change+7,504

Value$602.9K

Filed 2026-10-29

AMI Asset Management Corp

DECREASED

Shares7,053 from 7,315

Change-262 (-4%)

Value$566.7K (-$142.6K)

Filed 2026-10-20

Atria Investments, Inc

INCREASED

Shares6,732 from 5,748

Change+984 (+17%)

Value$540.9K (-$16.5K)

Filed 2026-10-15

Counterpoint Mutual Funds LLC

NEW

Shares6,516

Change+6,516

Value$523.6K

Filed 2026-10-16

Park Avenue Securities LLC

DECREASED

Shares6,493 from 7,330

Change-837 (-11%)

Value$522.0K (-$189.0K)

Filed 2026-10-26

Xponance LLC

DECREASED

Shares6,130 from 6,345

Change-215 (-3%)

Value$492.5K (-$122.7K)

Filed 2026-11-03

Asset Advisory Group, Inc.

UNCHANGED

Shares4,556 from 4,556

Change0 (0%)

Value$366.1K (-$75.7K)

Filed 2026-10-20

WoodTrust Financial Corp

INCREASED

Shares4,500 from 2,250

Change+2,250 (+100%)

Value$362.0K (+$144.0K)

Filed 2026-10-09

Access Investment Management LLC

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$361.6K (-$74.8K)

Filed 2026-10-23

Swiss Life Asset Management Ltd

UNCHANGED

Shares4,215 from 4,215

Change0 (0%)

Value$338.7K (-$70.1K)

Filed 2026-11-03

ZWJ Investment Counsel Inc

INCREASED

Shares4,006 from 3,818

Change+188 (+5%)

Value$321.9K (-$48.3K)

Filed 2026-10-15

Hilltop National Bank

UNCHANGED

Shares3,941 from 3,941

Change0 (0%)

Value$316.7K (-$65.5K)

Filed 2026-10-14

Associated Banc-Corp

DECREASED

Shares3,900 from 3,914

Change-14 (0%)

Value$313.4K (-$66.2K)

Filed 2026-10-30

State of Wyoming

DECREASED

Shares3,693 from 3,766

Change-73 (-2%)

Value$296.7K (-$68.5K)

Filed 2026-10-28

Mascoma Wealth Management LLC

UNCHANGED

Shares3,440 from 3,440

Change0 (0%)

Value$276.4K (-$57.2K)

Filed 2026-10-23

Grimes & Co Wealth Management, LLC

UNCHANGED

Shares3,300 from 3,300

Change0 (0%)

Value$265.2K (-$54.8K)

Filed 2026-10-29

Verdence Capital Advisors LLC

DECREASED

Shares3,124 from 3,150

Change-26 (-1%)

Value$251.0K (-$54.4K)

Filed 2026-10-26

Silverlake Wealth Management LLC

UNCHANGED

Shares3,090 from 3,090

Change0 (0%)

Value$248.3K (-$51.4K)

Filed 2026-10-21

Profund Advisors LLC

DECREASED

Shares2,918 from 3,546

Change-628 (-18%)

Value$234.5K (-$109.4K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares2,884 from 4,329

Change-1,445 (-33%)

Value$231.7K (-$188.1K)

Filed 2026-11-02

Elevation Point Wealth Partners, LLC

INCREASED

Shares2,767 from 2,621

Change+146 (+6%)

Value$222.4K (-$31.8K)

Filed 2026-11-05

Patriot Financial Group Insurance Agency, LLC

DECREASED

Shares2,720 from 2,735

Change-15 (-1%)

Value$218.6K (-$46.7K)

Filed 2026-10-14

Fulcrum Asset Management LLP

DECREASED

Shares2,665 from 2,843

Change-178 (-6%)

Value$213.7K (-$54.3K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares2,660 from 2,334

Change+326 (+14%)

Value$214.0K (-$12.0K)

Filed 2026-11-02

Abel Hall, LLC

DECREASED

Shares2,503 from 2,790

Change-287 (-10%)

Value$201.1K (-$69.4K)

Filed 2026-10-19

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$200.9K (-$41.6K)

Filed 2026-10-21

Axxion S.A.

INCREASED

Shares2,468 from 2,198

Change+270 (+12%)

Value$198.3K (-$14.8K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares2,283 from 1,798

Change+485 (+27%)

Value$183.4K (+$9.1K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

INCREASED

Shares2,269 from 1,501

Change+768 (+51%)

Value$182.3K (+$36.8K)

Filed 2026-10-20

Sterling Capital Management LLC

DECREASED

Shares2,110 from 16,488

Change-14,378 (-87%)

Value$169.5K (-$1.4M)

Filed 2026-10-22

KBC Group NV

UNCHANGED

Shares2,019 from 2,019

Change0 (0%)

Value$162.0K (-$34.0K)

Filed 2026-10-22

Trust Co of Vermont

UNCHANGED

Shares1,525 from 1,525

Change0 (0%)

Value$122.5K (-$25.3K)

Filed 2026-10-21

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,475 from 779

Change+696 (+89%)

Value$118.5K (+$43.0K)

Filed 2026-10-27

Plante Moran Financial Advisors, LLC

DECREASED

Shares1,318 from 1,559

Change-241 (-15%)

Value$105.9K (-$45.3K)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

INCREASED

Shares1,266 from 7

Change+1,259 (+17986%)

Value$101.7K (+$101.0K)

Filed 2026-10-29

Atlantic Edge Private Wealth Management, LLC

INCREASED

Shares1,235 from 1,130

Change+105 (+9%)

Value$99.2K (-$10.3K)

Filed 2026-10-20

Larson Financial Group LLC

INCREASED

Shares882 from 879

Change+3 (+0%)

Value$70.9K (-$14.4K)

Filed 2026-11-05

Ares Financial Consulting, LLC

UNCHANGED

Shares685 from 685

Change0 (0%)

Value$55.0K (-$11.4K)

Filed 2026-10-19

Salomon & Ludwin, LLC

UNCHANGED

Shares640 from 640

Change0 (0%)

Value$51.4K (-$9.6K)

Filed 2026-10-29

Hilton Head Capital Partners, LLC

DECREASED

Shares540 from 693

Change-153 (-22%)

Value$43.4K (-$23.8K)

Filed 2026-10-23

Harbor Investment Advisory, LLC

UNCHANGED

Shares518 from 518

Change0 (0%)

Value$41.6K (-$8.6K)

Filed 2026-10-13

Signaturefd, LLC

DECREASED

Shares488 from 598

Change-110 (-18%)

Value$39.2K (-$18.8K)

Filed 2026-10-23

Versant Capital Management, Inc

INCREASED

Shares449 from 290

Change+159 (+55%)

Value$36.1K (+$8.0K)

Filed 2026-10-02

Parkside Financial Bank & Trust

INCREASED

Shares444 from 411

Change+33 (+8%)

Value$35.7K (-$4.2K)

Filed 2026-10-27

Leonteq Securities AG

UNCHANGED

Shares419 from 419

Change0 (0%)

Value$33.7K (-$7.0K)

Filed 2026-10-29

Parallel Advisors, LLC

UNCHANGED

Shares393 from 393

Change0 (0%)

Value$31.6K (-$6.5K)

Filed 2026-11-03

Quadrant Capital Group LLC

DECREASED

Shares390 from 2,582

Change-2,192 (-85%)

Value$33.3K (-$217.1K)

Filed 2026-10-20

Summit Securities Group LLC

NEW

Shares307

Change+307

Value$24.7K

Filed 2026-11-05

Bare Financial Services, Inc

INCREASED

Shares300 from 252

Change+48 (+19%)

Value$24.1K (-$332)

Filed 2026-11-04

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$24.1K (-$5.0K)

Filed 2026-10-27

Skylands Capital, LLC

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$22.1K (-$4.6K)

Filed 2026-10-21

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares272 from 272

Change0 (0%)

Value$21.9K (-$4.5K)

Filed 2026-11-05

Grove Bank & Trust

UNCHANGED

Shares218 from 218

Change0 (0%)

Value$17.5K (-$3.6K)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares209 from 159

Change+50 (+31%)

Value$16.8K (+$1.4K)

Filed 2026-10-08

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares174 from 156

Change+18 (+12%)

Value$14.0K (-$1.1K)

Filed 2026-10-05

Root Financial Partners, LLC

NEW

Shares165

Change+165

Value$13.3K

Filed 2026-10-21

Cedar Mountain Advisors, LLC

UNCHANGED

Shares162 from 162

Change0 (0%)

Value$13.0K (-$2.7K)

Filed 2026-10-15

Mather Group, Llc.

UNCHANGED

Shares154 from 154

Change0 (0%)

Value$12.4K (-$2.6K)

Filed 2026-10-14

Key FInancial Inc

UNCHANGED

Shares148 from 148

Change0 (0%)

Value$11.9K (-$2.5K)

Filed 2026-11-02

Armstrong Advisory Group, Inc

UNCHANGED

Shares133 from 133

Change0 (0%)

Value$10.7K (-$2.2K)

Filed 2026-10-09

EverSource Wealth Advisors, LLC

DECREASED

Shares132 from 187

Change-55 (-29%)

Value$10.6K (-$7.5K)

Filed 2026-11-04

WPG Advisers, LLC

DECREASED

Shares121 from 122

Change-1 (-1%)

Value$9.7K (-$2.1K)

Filed 2026-10-27

TD Private Client Wealth LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$8.0K (-$1.7K)

Filed 2026-10-28

Tounjian Advisory Partners, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$8.0K (-$1.7K)

Filed 2026-11-04

Covestor Ltd

DECREASED

Shares82 from 122

Change-40 (-33%)

Value$7 (-$5)

Filed 2026-10-30

Richardson Capital Management LLC

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$6.4K (-$1.3K)

Filed 2026-10-23

Signature Equity Partners, LLC

INCREASED

Shares79 from 34

Change+45 (+132%)

Value$6.3K (+$3.1K)

Filed 2026-10-29

Rosenberg Matthew Hamilton

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$4.9K (-$1.0K)

Filed 2026-10-05

Bfsg, LLC

NEW

Shares58

Change+58

Value$4.7K

Filed 2026-10-30

Farmers & Merchants Investments Inc

INCREASED

Shares53 from 27

Change+26 (+96%)

Value$4.3K (+$1.6K)

Filed 2026-10-22

JFS Wealth Advisors, LLC

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$2.7K (-$565)

Filed 2026-11-03

Rossby Financial, LCC

INCREASED

Shares33 from 29

Change+4 (+14%)

Value$2.7K (-$160)

Filed 2026-11-05

Assetmark, Inc

DECREASED

Shares31 from 592

Change-561 (-95%)

Value$2.5K (-$54.9K)

Filed 2026-10-21

Washington Trust Advisors, Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.9K (-$394)

Filed 2026-10-22

Private Wealth Management Group, LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.9K (-$399)

Filed 2026-10-19

Fortitude Family Office, LLC

INCREASED

Shares22 from 10

Change+12 (+120%)

Value$1.8K (+$798)

Filed 2026-10-14

Montag A & Associates Inc

INCREASED

Shares20 from 18

Change+2 (+11%)

Value$1.6K (-$155)

Filed 2026-10-29

Creative Capital Management Investments LLC

INCREASED

Shares16 from 6

Change+10 (+167%)

Value$1.3K (+$704)

Filed 2026-10-28

Bell Investment Advisors, Inc

DECREASED

Shares16 from 22

Change-6 (-27%)

Value$1.3K (-$848)

Filed 2026-10-29

First Horizon Corp

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.3K (-$266)

Filed 2026-10-26

SJS Investment Consulting Inc.

DECREASED

Shares15 from 76

Change-61 (-80%)

Value$1.2K (-$6.2K)

Filed 2026-10-26

Wolff Wiese Magana LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.1K (-$233)

Filed 2026-10-15

Valley National Advisers Inc

NEW

Shares12

Change+12

Value$965

Filed 2026-10-23

UMB Private Wealth Management, LLC

NEW

Shares12

Change+12

Value$964

Filed 2026-10-19

Ascentis Wealth Management, LLC

NEW

Shares10

Change+10

Value$803

Filed 2026-11-03

Gilpin Wealth Management, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$804 (-$166)

Filed 2026-10-09

Meriwether Wealth & Planning, LLC

NEW

Shares7

Change+7

Value$562

Filed 2026-10-13

Burk Holdings LLC

NEW

Shares6

Change+6

Value$482

Filed 2026-11-05

Essential Partners LLC

DECREASED

Shares6 from 10

Change-4 (-40%)

Value$482 (-$488)

Filed 2026-10-14

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$483 (-$99)

Filed 2026-10-16

Noble Wealth Management PBC

NEW

Shares5

Change+5

Value$402

Filed 2026-10-01

Bay Harbor Wealth Management, LLC

INCREASED

Shares5 from 2

Change+3 (+150%)

Value$402 (+$208)

Filed 2026-11-03

Montgomery Financial Services LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$321 (-$67)

Filed 2026-11-03

DecisionPoint Financial, LLC

INCREASED

Shares3 from 1

Change+2 (+200%)

Value$235 (+$139)

Filed 2026-10-27

Financial Consulate, Inc

NEW

Shares2

Change+2

Value$161

Filed 2026-10-23

Silver Grove Financial Group, Inc.

NEW

Shares2

Change+2

Value$161

Filed 2026-11-05

Hughes Financial Services, LLC

DECREASED

Shares2 from 3

Change-1 (-33%)

Value$181 (-$110)

Filed 2026-10-30

SBI Securities Co., Ltd.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$161 (-$33)

Filed 2026-10-22

Proathlete Wealth Management LLC

NEW

Shares1

Change+1

Value$80

Filed 2026-10-15

Davis Capital Management

DECREASED

Shares1 from 4

Change-3 (-75%)

Value$80 (-$308)

Filed 2026-10-08

Abound Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$81 (-$16)

Filed 2026-10-26

MV Capital Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$81 (-$16)

Filed 2026-10-29

Moody Aldrich Partners LLC

CLOSED

Shares0 from 22,655

Change-22,655 (-100%)

Value$0 (-$2.2M)

Filed 2026-10-27

Fideuram - Intesa Sanpaolo Private Banking S.P.A.

CLOSED

Shares0 from 6,915

Change-6,915 (-100%)

Value$0 (-$670.5K)

Filed 2026-10-22

DE Burlo Group Inc

CLOSED

Shares0 from 3,100

Change-3,100 (-100%)

Value$0 (-$300.6K)

Filed 2026-11-05

Curated Wealth Partners LLC

CLOSED

Shares0 from 2,315

Change-2,315 (-100%)

Value$0 (-$224.5K)

Filed 2026-10-15

Vontobel Holding Ltd.

CLOSED

Shares0 from 2,277

Change-2,277 (-100%)

Value$0 (-$220.8K)

Filed 2026-10-16

Revolve Wealth Partners, LLC

CLOSED

Shares0 from 2,163

Change-2,163 (-100%)

Value$0 (-$209.7K)

Filed 2026-10-23

CenterBook Partners LP

CLOSED

Shares0 from 2,151

Change-2,151 (-100%)

Value$0 (-$208.6K)

Filed 2026-11-02

First Bank & Trust

CLOSED

Shares0 from 2,079

Change-2,079 (-100%)

Value$0 (-$201.6K)

Filed 2026-10-19

GFS Advisors, LLC

CLOSED

Shares0 from 630

Change-630 (-100%)

Value$0 (-$247.8K)

Filed 2026-11-03

Blue Trust, Inc.

CLOSED

Shares0 from 487

Change-487 (-100%)

Value$0 (-$47.2K)

Filed 2026-10-15

Bayforest Capital Ltd

CLOSED

Shares0 from 477

Change-477 (-100%)

Value$0 (-$46.3K)

Filed 2026-11-03

Simplex Trading, LLC

CLOSED

Shares0 from 132

Change-132 (-100%)

Value$0 (-$12.8K)

Filed 2026-11-04

Manchester Capital Management LLC

CLOSED

Shares0 from 37

Change-37 (-100%)

Value$0 (-$3.6K)

Filed 2026-10-22

IFP Advisors, Inc

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-16

CoreCap Advisors, LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-08

Cornerstone Planning Group LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$723)

Filed 2026-10-16

Advocate Investing Services LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$679)

Filed 2026-10-26

Navigoe, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 9,390,112

Change-9,390,112 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,448,748

Change-3,448,748 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,823,033

Change-2,823,033 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,520,170

Change-2,520,170 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 2,078,022

Change-2,078,022 (-100%)

Value—

Capital International Investors

N/A

Shares— from 2,054,399

Change-2,054,399 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 2,028,646

Change-2,028,646 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,647,147

Change-1,647,147 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,544,116

Change-1,544,116 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,459,009

Change-1,459,009 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 1,434,463

Change-1,434,463 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 1,399,698

Change-1,399,698 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,292,101

Change-1,292,101 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 1,219,835

Change-1,219,835 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,213,469

Change-1,213,469 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 1,181,941

Change-1,181,941 (-100%)

Value—

Bamco Inc

N/A

Shares— from 965,239

Change-965,239 (-100%)

Value—

Geneva Capital Management LLC

N/A

Shares— from 911,153

Change-911,153 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 862,452

Change-862,452 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 826,971

Change-826,971 (-100%)

Value—

Westfield Capital Management Co LP

N/A

Shares— from 812,525

Change-812,525 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 808,261

Change-808,261 (-100%)

Value—

UBS Group AG

N/A

Shares— from 803,537

Change-803,537 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 771,245

Change-771,245 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 739,652

Change-739,652 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 719,450

Change-719,450 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 677,461

Change-677,461 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 670,239

Change-670,239 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 634,591

Change-634,591 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 624,506

Change-624,506 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 605,177

Change-605,177 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 573,873

Change-573,873 (-100%)

Value—

Select Equity Group, L.P.

N/A

Shares— from 563,031

Change-563,031 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 557,129

Change-557,129 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 518,503

Change-518,503 (-100%)

Value—

London Co of Virginia

N/A

Shares— from 503,144

Change-503,144 (-100%)

Value—

Norges Bank

N/A

Shares— from 476,323

Change-476,323 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 455,585

Change-455,585 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 449,960

Change-449,960 (-100%)

Value—

DF Dent & Co Inc

N/A

Shares— from 446,270

Change-446,270 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 445,541

Change-445,541 (-100%)

Value—

Granahan Investment Management, LLC

N/A

Shares— from 436,289

Change-436,289 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 432,823

Change-432,823 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 394,596

Change-394,596 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 367,421

Change-367,421 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 364,397

Change-364,397 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 346,558

Change-346,558 (-100%)

Value—

Ranger Investment Management, L.P.

N/A

Shares— from 330,460

Change-330,460 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 328,387

Change-328,387 (-100%)

Value—

Harvey Partners, LLC

N/A

Shares— from 310,131

Change-310,131 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 304,014

Change-304,014 (-100%)

Value—

Aberdeen Group plc

N/A

Shares— from 275,899

Change-275,899 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 272,908

Change-272,908 (-100%)

Value—

William Blair Investment Management, LLC

N/A

Shares— from 268,340

Change-268,340 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 267,499

Change-267,499 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 266,768

Change-266,768 (-100%)

Value—

AustralianSuper Pty Ltd

N/A

Shares— from 263,825

Change-263,825 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 253,511

Change-253,511 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 232,710

Change-232,710 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 227,841

Change-227,841 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 215,136

Change-215,136 (-100%)

Value—

Hallstatt Advisors L.P.

N/A

Shares— from 189,527

Change-189,527 (-100%)

Value—

Aristotle Capital Boston, LLC

N/A

Shares— from 183,143

Change-183,143 (-100%)

Value—

SG Capital Management LLC

N/A

Shares— from 175,543

Change-175,543 (-100%)

Value—

Blair William & Co

N/A

Shares— from 171,981

Change-171,981 (-100%)

Value—

Axiom Investors LLC

N/A

Shares— from 156,187

Change-156,187 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 153,171

Change-153,171 (-100%)

Value—

P2 Capital Partners, LLC

N/A

Shares— from 147,236

Change-147,236 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 146,068

Change-146,068 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 144,557

Change-144,557 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 138,464

Change-138,464 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 134,546

Change-134,546 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 125,500

Change-125,500 (-100%)

Value—

Osterweis Capital Management Inc

N/A

Shares— from 123,055

Change-123,055 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 116,364

Change-116,364 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 116,233

Change-116,233 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 104,715

Change-104,715 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 102,946

Change-102,946 (-100%)

Value—

Castleark Management LLC

N/A

Shares— from 100,460

Change-100,460 (-100%)

Value—

King Luther Capital Management Corp

N/A

Shares— from 99,299

Change-99,299 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 99,200

Change-99,200 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 96,577

Change-96,577 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 94,301

Change-94,301 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 94,115

Change-94,115 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 89,000

Change-89,000 (-100%)

Value—

Catawba River Capital

N/A

Shares— from 87,655

Change-87,655 (-100%)

Value—

Silvant Capital Management LLC

N/A

Shares— from 86,558

Change-86,558 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 85,096

Change-85,096 (-100%)

Value—

4D Advisors, LLC

N/A

Shares— from 85,000

Change-85,000 (-100%)

Value—

Impax Asset Management Group plc

N/A

Shares— from 80,000

Change-80,000 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 79,186

Change-79,186 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 74,987

Change-74,987 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 73,857

Change-73,857 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 71,923

Change-71,923 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 71,084

Change-71,084 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 64,632

Change-64,632 (-100%)

Value—

Roubaix Capital, LLC

N/A

Shares— from 64,536

Change-64,536 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 63,706

Change-63,706 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 61,123

Change-61,123 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 50,769

Change-50,769 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 49,603

Change-49,603 (-100%)

Value—

Brant Point Investment Management LLC

N/A

Shares— from 43,000

Change-43,000 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 39,869

Change-39,869 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 39,378

Change-39,378 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 38,508

Change-38,508 (-100%)

Value—

Man Group plc

N/A

Shares— from 38,276

Change-38,276 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 37,552

Change-37,552 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 37,210

Change-37,210 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 37,164

Change-37,164 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 35,100

Change-35,100 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 35,015

Change-35,015 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 33,652

Change-33,652 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 32,617

Change-32,617 (-100%)

Value—

Maven Securities LTD

N/A

Shares— from 31,835

Change-31,835 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 30,778

Change-30,778 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 30,282

Change-30,282 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 29,453

Change-29,453 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 29,231

Change-29,231 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 28,300

Change-28,300 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 27,432

Change-27,432 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 27,106

Change-27,106 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 26,643

Change-26,643 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 25,649

Change-25,649 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 24,107

Change-24,107 (-100%)

Value—

Future Fund LLC

N/A

Shares— from 22,781

Change-22,781 (-100%)

Value—

HBK Sorce Advisory LLC

N/A

Shares— from 20,561

Change-20,561 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 20,355

Change-20,355 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 19,900

Change-19,900 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 19,661

Change-19,661 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 19,553

Change-19,553 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 19,484

Change-19,484 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 19,317

Change-19,317 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 19,184

Change-19,184 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 18,863

Change-18,863 (-100%)

Value—

Jefferies Financial Group Inc.

N/A

Shares— from 18,560

Change-18,560 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 18,336

Change-18,336 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 18,301

Change-18,301 (-100%)

Value—

Element Capital Management LLC

N/A

Shares— from 18,200

Change-18,200 (-100%)

Value—

Allstate Corp

N/A

Shares— from 17,697

Change-17,697 (-100%)

Value—

Homestead Advisers Corp

N/A

Shares— from 17,200

Change-17,200 (-100%)

Value—

Formula Growth LTD

N/A

Shares— from 17,053

Change-17,053 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 16,886

Change-16,886 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 15,977

Change-15,977 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 15,971

Change-15,971 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 15,637

Change-15,637 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 15,500

Change-15,500 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 15,052

Change-15,052 (-100%)

Value—

Portolan Capital Management, LLC

N/A

Shares— from 14,690

Change-14,690 (-100%)

Value—

Amundi

N/A

Shares— from 13,917

Change-13,917 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 12,972

Change-12,972 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 12,285

Change-12,285 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 12,274

Change-12,274 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 12,256

Change-12,256 (-100%)

Value—

Barclays PLC

N/A

Shares— from 11,573

Change-11,573 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 11,493

Change-11,493 (-100%)

Value—

FMR LLC

N/A

Shares— from 11,441

Change-11,441 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 9,910

Change-9,910 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 9,850

Change-9,850 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 9,339

Change-9,339 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 9,291

Change-9,291 (-100%)

Value—

Maryland State Retirement & Pension System

N/A

Shares— from 9,108

Change-9,108 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 8,761

Change-8,761 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 8,674

Change-8,674 (-100%)

Value—

Rithm Capital Corp.

N/A

Shares— from 8,250

Change-8,250 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 7,136

Change-7,136 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 6,694

Change-6,694 (-100%)

Value—

Highlander Partners, L.P.

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Summitry LLC

N/A

Shares— from 5,981

Change-5,981 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,804

Change-5,804 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 5,798

Change-5,798 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 5,332

Change-5,332 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,204

Change-5,204 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 5,133

Change-5,133 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 4,858

Change-4,858 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 4,715

Change-4,715 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 4,714

Change-4,714 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 4,518

Change-4,518 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,215

Change-4,215 (-100%)

Value—

&partners

N/A

Shares— from 4,182

Change-4,182 (-100%)

Value—

Marco Investment Management LLC

N/A

Shares— from 4,010

Change-4,010 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 3,964

Change-3,964 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 3,774

Change-3,774 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 3,774

Change-3,774 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 3,716

Change-3,716 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,690

Change-3,690 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 3,638

Change-3,638 (-100%)

Value—

Alpine Woods Capital Investors, LLC

N/A

Shares— from 3,617

Change-3,617 (-100%)

Value—

Cetera Trust Company, N.a

N/A

Shares— from 3,565

Change-3,565 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 3,397

Change-3,397 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 3,307

Change-3,307 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,287

Change-3,287 (-100%)

Value—

TradeLink Capital LLC

N/A

Shares— from 3,264

Change-3,264 (-100%)

Value—

Hardy Reed LLC

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,121

Change-3,121 (-100%)

Value—

Delta Global Management LP

N/A

Shares— from 3,042

Change-3,042 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 3,029

Change-3,029 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 2,978

Change-2,978 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 2,813

Change-2,813 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 2,810

Change-2,810 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,718

Change-2,718 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,697

Change-2,697 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,638

Change-2,638 (-100%)

Value—

Brown Financial Advisors

N/A

Shares— from 2,340

Change-2,340 (-100%)

Value—

Mattson Financial Services, LLC

N/A

Shares— from 2,324

Change-2,324 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 2,323

Change-2,323 (-100%)

Value—

F/m Investments LLC

N/A

Shares— from 2,246

Change-2,246 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 2,194

Change-2,194 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,192

Change-2,192 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 2,184

Change-2,184 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 2,080

Change-2,080 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 1,709

Change-1,709 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 1,586

Change-1,586 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,276

Change-1,276 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,003

Change-1,003 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 732

Change-732 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 729

Change-729 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 548

Change-548 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 542

Change-542 (-100%)

Value—

Graticule Asia Macro Advisors LLC

N/A

Shares— from 487

Change-487 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 438

Change-438 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 438

Change-438 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 381

Change-381 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 370

Change-370 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 298

Change-298 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 294

Change-294 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 276

Change-276 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 246

Change-246 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 242

Change-242 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 209

Change-209 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 172

Change-172 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 155

Change-155 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 134

Change-134 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 119

Change-119 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 115

Change-115 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 109

Change-109 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 95

Change-95 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 82

Change-82 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 82

Change-82 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 80

Change-80 (-100%)

Value—

Clearstead Trust, LLC

N/A

Shares— from 78

Change-78 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 60

Change-60 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 59

Change-59 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 28

Change-28 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Central Trust Co

N/A

Shares— from 20

Change-20 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 11

Change-11 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

First Command Advisory Services, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 6

Change-6 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 0

Change0

Value—

	Status
Wasatch Advisors LP	DECREASED	3,056,089	3,531,594	-475,505	-13%	$342.5M	$245.6M	-$96.9M	2026-10-13
Conestoga Capital Advisors, LLC	DECREASED	1,720,853	2,336,156	-615,303	-26%	$226.5M	$138.3M	-$88.3M	2026-11-02
Dimensional Fund Advisors LP	INCREASED	1,286,165	1,184,196	+101,969	+9%	$114.8M	$103.3M	-$11.5M	2026-11-04
Pictet Asset Management Holding SA	DECREASED	1,040,856	1,052,330	-11,474	-1%	$102.0M	$83.6M	-$18.4M	2026-11-03
Allspring Global Investments Holdings, LLC	INCREASED	659,597	622,064	+37,533	+6%	$59.3M	$51.5M	-$7.8M	2026-11-04
TimesSquare Capital Management, LLC	INCREASED	503,799	503,732	+67	+0%	$48.8M	$40.5M	-$8.4M	2026-11-03
Bank of New York Mellon Corp	DECREASED	395,430	436,500	-41,070	-9%	$42.3M	$31.8M	-$10.6M	2026-11-05
Boston Trust Walden Corp	DECREASED	353,538	372,647	-19,109	-5%	$36.1M	$28.4M	-$7.7M	2026-10-30
Principal Financial Group Inc	DECREASED	303,653	306,218	-2,565	-1%	$29.7M	$24.4M	-$5.3M	2026-11-02
Fenimore Asset Management Inc	DECREASED	191,816	191,851	-35	0%	$18.6M	$15.4M	-$3.2M	2026-10-08
Granite Investment Partners, LLC	INCREASED	181,083	163,245	+17,838	+11%	$15.8M	$14.6M	-$1.3M	2026-11-04
Riverbridge Partners LLC	INCREASED	107,571	102,979	+4,592	+4%	$10.0M	$8.6M	-$1.3M	2026-11-05
Oppenheimer Asset Management Inc.	DECREASED	103,552	105,486	-1,934	-2%	$10.2M	$8.3M	-$1.9M	2026-10-27
Summit Creek Advisors LLC	DECREASED	87,753	98,633	-10,880	-11%	$9.6M	$7.1M	-$2.5M	2026-11-03
J. Safra Sarasin Holding AG	INCREASED	84,585	72,129	+12,456	+17%	$7.0M	$6.8M	-$195.2K	2026-10-26
Nicholas Company, Inc.	UNCHANGED	79,060	79,060	0	0%	$7.7M	$6.4M	-$1.3M	2026-11-05
Kornitzer Capital Management Inc	DECREASED	61,425	62,315	-890	-1%	$6.0M	$4.9M	-$1.1M	2026-11-03
B. Metzler seel. Sohn & Co. AG	DECREASED	61,119	61,501	-382	-1%	$6.0M	$4.9M	-$1.1M	2026-10-30
Mutual of America Capital Management LLC	DECREASED	60,016	60,810	-794	-1%	$5.9M	$4.8M	-$1.1M	2026-10-23
Thrivent Financial for Lutherans	DECREASED	47,005	51,793	-4,788	-9%	$5.0M	$3.8M	-$1.2M	2026-11-05
Achmea Investment Management B.V.	NEW	46,255	—	+46,255	—	—	$3.7M	—	2026-10-30
Wealth Enhancement Advisory Services, LLC	DECREASED	42,024	42,057	-33	0%	$4.1M	$3.5M	-$539.9K	2026-10-13
OAK Ridge Investments LLC	INCREASED	38,302	37,277	+1,025	+3%	$3.6M	$3.1M	-$537.2K	2026-10-30
Strs Ohio	INCREASED	38,050	5,400	+32,650	+605%	$523.6K	$3.1M	+$2.5M	2026-10-30
Kraematon Investment Advisors, Inc	DECREASED	35,297	35,677	-380	-1%	$3.5M	$2.8M	-$623.5K	2026-11-02
Illinois Municipal Retirement Fund	INCREASED	32,488	29,765	+2,723	+9%	$2.9M	$2.6M	-$275.9K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	26,700	27,400	-700	-3%	$2.7M	$2.1M	-$511.6K	2026-10-20
Tompkins Financial Corp	UNCHANGED	26,677	26,677	0	0%	$2.6M	$2.1M	-$443.4K	2026-10-05
Gradient Investments LLC	DECREASED	26,305	26,652	-347	-1%	$2.6M	$2.1M	-$470.8K	2026-10-08
Creative Planning	INCREASED	25,935	23,391	+2,544	+11%	$2.3M	$2.1M	-$184.3K	2026-11-02
State of New Jersey Common Pension Fund D	DECREASED	21,815	23,126	-1,311	-6%	$2.2M	$1.8M	-$489.7K	2026-11-05
Yousif Capital Management, LLC	INCREASED	19,271	17,026	+2,245	+13%	$1.7M	$1.5M	-$102.6K	2026-10-22
Arizona State Retirement System	INCREASED	17,637	17,253	+384	+2%	$1.7M	$1.4M	-$255.9K	2026-11-03
Searle & Co.	INCREASED	16,600	11,900	+4,700	+40%	$1.2M	$1.3M	+$179.9K	2026-11-04
Amalgamated Bank	DECREASED	16,332	16,857	-525	-3%	$1.6M	$1.3M	-$323.0K	2026-10-23
Assenagon Asset Management S.A.	DECREASED	16,087	17,856	-1,769	-10%	$1.7M	$1.3M	-$438.9K	2026-10-15
Moody National Bank Trust Division	INCREASED	15,218	15,194	+24	+0%	$1.5M	$1.2M	-$250.6K	2026-10-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	14,762	14,850	-88	-1%	$1.4M	$1.2M	-$253.9K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	14,054	14,254	-200	-1%	$1.4M	$1.1M	-$253.0K	2026-10-30
New York State Teachers Retirement System	UNCHANGED	13,800	13,800	0	0%	$1.3M	$1.1M	-$229.0K	2026-10-22
Citigroup Inc	DECREASED	13,361	38,028	-24,667	-65%	$3.7M	$1.1M	-$2.6M	2026-11-04
Truist Financial Corp	INCREASED	12,954	11,753	+1,201	+10%	$1.1M	$1.0M	-$98.8K	2026-10-30
PensionDanmark Pensionsforsikringsaktieselskab	UNCHANGED	11,970	11,970	0	0%	$1.2M	$961.8K	-$198.9K	2026-10-19
Keybank National Association	INCREASED	11,464	7,271	+4,193	+58%	$705.1K	$921.1K	+$216.1K	2026-11-04
State of Alaska, Department of Revenue	DECREASED	10,569	20,623	-10,054	-49%	$2.0M	$849.0K	-$1.2M	2026-10-15
Sheets Smith Wealth Management	UNCHANGED	10,255	10,255	0	0%	$994.4K	$824.0K	-$170.4K	2026-10-16
US Bancorp \de\	DECREASED	9,485	9,742	-257	-3%	$944.7K	$762.1K	-$182.6K	2026-11-05
Exchange Traded Concepts, LLC	DECREASED	9,116	23,787	-14,671	-62%	$2.3M	$732.5K	-$1.6M	2026-10-28
ProShare Advisors LLC	DECREASED	8,752	9,103	-351	-4%	$882.7K	$703.2K	-$179.5K	2026-10-29
Vise Technologies, Inc.	NEW	7,504	—	+7,504	—	—	$602.9K	—	2026-10-29
AMI Asset Management Corp	DECREASED	7,053	7,315	-262	-4%	$709.3K	$566.7K	-$142.6K	2026-10-20
Atria Investments, Inc	INCREASED	6,732	5,748	+984	+17%	$557.4K	$540.9K	-$16.5K	2026-10-15
Counterpoint Mutual Funds LLC	NEW	6,516	—	+6,516	—	—	$523.6K	—	2026-10-16
Park Avenue Securities LLC	DECREASED	6,493	7,330	-837	-11%	$711.0K	$522.0K	-$189.0K	2026-10-26
Xponance LLC	DECREASED	6,130	6,345	-215	-3%	$615.3K	$492.5K	-$122.7K	2026-11-03
Asset Advisory Group, Inc.	UNCHANGED	4,556	4,556	0	0%	$441.8K	$366.1K	-$75.7K	2026-10-20
WoodTrust Financial Corp	INCREASED	4,500	2,250	+2,250	+100%	$218.0K	$362.0K	+$144.0K	2026-10-09
Access Investment Management LLC	UNCHANGED	4,500	4,500	0	0%	$436.4K	$361.6K	-$74.8K	2026-10-23
Swiss Life Asset Management Ltd	UNCHANGED	4,215	4,215	0	0%	$408.7K	$338.7K	-$70.1K	2026-11-03
ZWJ Investment Counsel Inc	INCREASED	4,006	3,818	+188	+5%	$370.2K	$321.9K	-$48.3K	2026-10-15
Hilltop National Bank	UNCHANGED	3,941	3,941	0	0%	$382.2K	$316.7K	-$65.5K	2026-10-14
Associated Banc-Corp	DECREASED	3,900	3,914	-14	0%	$379.5K	$313.4K	-$66.2K	2026-10-30
State of Wyoming	DECREASED	3,693	3,766	-73	-2%	$365.2K	$296.7K	-$68.5K	2026-10-28
Mascoma Wealth Management LLC	UNCHANGED	3,440	3,440	0	0%	$333.6K	$276.4K	-$57.2K	2026-10-23
Grimes & Co Wealth Management, LLC	UNCHANGED	3,300	3,300	0	0%	$320.0K	$265.2K	-$54.8K	2026-10-29
Verdence Capital Advisors LLC	DECREASED	3,124	3,150	-26	-1%	$305.5K	$251.0K	-$54.4K	2026-10-26
Silverlake Wealth Management LLC	UNCHANGED	3,090	3,090	0	0%	$299.6K	$248.3K	-$51.4K	2026-10-21
Profund Advisors LLC	DECREASED	2,918	3,546	-628	-18%	$343.9K	$234.5K	-$109.4K	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	2,884	4,329	-1,445	-33%	$419.8K	$231.7K	-$188.1K	2026-11-02
Elevation Point Wealth Partners, LLC	INCREASED	2,767	2,621	+146	+6%	$254.2K	$222.4K	-$31.8K	2026-11-05
Patriot Financial Group Insurance Agency, LLC	DECREASED	2,720	2,735	-15	-1%	$265.2K	$218.6K	-$46.7K	2026-10-14
Fulcrum Asset Management LLP	DECREASED	2,665	2,843	-178	-6%	$268.0K	$213.7K	-$54.3K	2026-11-04
Cambridge Investment Research Advisors, Inc.	INCREASED	2,660	2,334	+326	+14%	$226.0K	$214.0K	-$12.0K	2026-11-02
Abel Hall, LLC	DECREASED	2,503	2,790	-287	-10%	$270.5K	$201.1K	-$69.4K	2026-10-19
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	UNCHANGED	2,500	2,500	0	0%	$242.4K	$200.9K	-$41.6K	2026-10-21
Axxion S.A.	INCREASED	2,468	2,198	+270	+12%	$213.1K	$198.3K	-$14.8K	2026-10-22
Gamma Investing LLC	INCREASED	2,283	1,798	+485	+27%	$174.4K	$183.4K	+$9.1K	2026-10-08
Nisa Investment Advisors, LLC	INCREASED	2,269	1,501	+768	+51%	$145.6K	$182.3K	+$36.8K	2026-10-20
Sterling Capital Management LLC	DECREASED	2,110	16,488	-14,378	-87%	$1.6M	$169.5K	-$1.4M	2026-10-22
KBC Group NV	UNCHANGED	2,019	2,019	0	0%	$196.0K	$162.0K	-$34.0K	2026-10-22
Trust Co of Vermont	UNCHANGED	1,525	1,525	0	0%	$147.9K	$122.5K	-$25.3K	2026-10-21
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,475	779	+696	+89%	$75.5K	$118.5K	+$43.0K	2026-10-27
Plante Moran Financial Advisors, LLC	DECREASED	1,318	1,559	-241	-15%	$151.2K	$105.9K	-$45.3K	2026-11-04
Caitong International Asset Management Co., Ltd	INCREASED	1,266	7	+1,259	+17986%	$679	$101.7K	+$101.0K	2026-10-29
Atlantic Edge Private Wealth Management, LLC	INCREASED	1,235	1,130	+105	+9%	$109.6K	$99.2K	-$10.3K	2026-10-20
Larson Financial Group LLC	INCREASED	882	879	+3	+0%	$85.2K	$70.9K	-$14.4K	2026-11-05
Ares Financial Consulting, LLC	UNCHANGED	685	685	0	0%	$66.4K	$55.0K	-$11.4K	2026-10-19
Salomon & Ludwin, LLC	UNCHANGED	640	640	0	0%	$61.0K	$51.4K	-$9.6K	2026-10-29
Hilton Head Capital Partners, LLC	DECREASED	540	693	-153	-22%	$67.2K	$43.4K	-$23.8K	2026-10-23
Harbor Investment Advisory, LLC	UNCHANGED	518	518	0	0%	$50.2K	$41.6K	-$8.6K	2026-10-13
Signaturefd, LLC	DECREASED	488	598	-110	-18%	$58.0K	$39.2K	-$18.8K	2026-10-23
Versant Capital Management, Inc	INCREASED	449	290	+159	+55%	$28.1K	$36.1K	+$8.0K	2026-10-02
Parkside Financial Bank & Trust	INCREASED	444	411	+33	+8%	$39.9K	$35.7K	-$4.2K	2026-10-27
Leonteq Securities AG	UNCHANGED	419	419	0	0%	$40.6K	$33.7K	-$7.0K	2026-10-29
Parallel Advisors, LLC	UNCHANGED	393	393	0	0%	$38.1K	$31.6K	-$6.5K	2026-11-03
Quadrant Capital Group LLC	DECREASED	390	2,582	-2,192	-85%	$250.4K	$33.3K	-$217.1K	2026-10-20
Summit Securities Group LLC	NEW	307	—	+307	—	—	$24.7K	—	2026-11-05
Bare Financial Services, Inc	INCREASED	300	252	+48	+19%	$24.4K	$24.1K	-$332	2026-11-04
Comprehensive Financial Planning, Inc.	UNCHANGED	300	300	0	0%	$29.1K	$24.1K	-$5.0K	2026-10-27
Skylands Capital, LLC	UNCHANGED	275	275	0	0%	$26.7K	$22.1K	-$4.6K	2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	272	272	0	0%	$26.4K	$21.9K	-$4.5K	2026-11-05
Grove Bank & Trust	UNCHANGED	218	218	0	0%	$21.1K	$17.5K	-$3.6K	2026-10-08
Farther Finance Advisors, LLC	INCREASED	209	159	+50	+31%	$15.4K	$16.8K	+$1.4K	2026-10-08
MassMutual Private Wealth & Trust, FSB	INCREASED	174	156	+18	+12%	$15.1K	$14.0K	-$1.1K	2026-10-05
Root Financial Partners, LLC	NEW	165	—	+165	—	—	$13.3K	—	2026-10-21
Cedar Mountain Advisors, LLC	UNCHANGED	162	162	0	0%	$15.7K	$13.0K	-$2.7K	2026-10-15
Mather Group, Llc.	UNCHANGED	154	154	0	0%	$14.9K	$12.4K	-$2.6K	2026-10-14
Key FInancial Inc	UNCHANGED	148	148	0	0%	$14.4K	$11.9K	-$2.5K	2026-11-02
Armstrong Advisory Group, Inc	UNCHANGED	133	133	0	0%	$12.9K	$10.7K	-$2.2K	2026-10-09
EverSource Wealth Advisors, LLC	DECREASED	132	187	-55	-29%	$18.1K	$10.6K	-$7.5K	2026-11-04
WPG Advisers, LLC	DECREASED	121	122	-1	-1%	$11.8K	$9.7K	-$2.1K	2026-10-27
TD Private Client Wealth LLC	UNCHANGED	100	100	0	0%	$9.7K	$8.0K	-$1.7K	2026-10-28
Tounjian Advisory Partners, LLC	UNCHANGED	100	100	0	0%	$9.7K	$8.0K	-$1.7K	2026-11-04
Covestor Ltd	DECREASED	82	122	-40	-33%	$12	$7	-$5	2026-10-30
Richardson Capital Management LLC	UNCHANGED	80	80	0	0%	$7.8K	$6.4K	-$1.3K	2026-10-23
Signature Equity Partners, LLC	INCREASED	79	34	+45	+132%	$3.3K	$6.3K	+$3.1K	2026-10-29
Rosenberg Matthew Hamilton	UNCHANGED	61	61	0	0%	$5.9K	$4.9K	-$1.0K	2026-10-05
Bfsg, LLC	NEW	58	—	+58	—	—	$4.7K	—	2026-10-30
Farmers & Merchants Investments Inc	INCREASED	53	27	+26	+96%	$2.6K	$4.3K	+$1.6K	2026-10-22
JFS Wealth Advisors, LLC	UNCHANGED	34	34	0	0%	$3.3K	$2.7K	-$565	2026-11-03
Rossby Financial, LCC	INCREASED	33	29	+4	+14%	$2.8K	$2.7K	-$160	2026-11-05
Assetmark, Inc	DECREASED	31	592	-561	-95%	$57.4K	$2.5K	-$54.9K	2026-10-21
Washington Trust Advisors, Inc.	UNCHANGED	24	24	0	0%	$2.3K	$1.9K	-$394	2026-10-22
Private Wealth Management Group, LLC	UNCHANGED	24	24	0	0%	$2.3K	$1.9K	-$399	2026-10-19
Fortitude Family Office, LLC	INCREASED	22	10	+12	+120%	$970	$1.8K	+$798	2026-10-14
Montag A & Associates Inc	INCREASED	20	18	+2	+11%	$1.7K	$1.6K	-$155	2026-10-29
Creative Capital Management Investments LLC	INCREASED	16	6	+10	+167%	$582	$1.3K	+$704	2026-10-28
Bell Investment Advisors, Inc	DECREASED	16	22	-6	-27%	$2.1K	$1.3K	-$848	2026-10-29
First Horizon Corp	UNCHANGED	16	16	0	0%	$1.6K	$1.3K	-$266	2026-10-26
SJS Investment Consulting Inc.	DECREASED	15	76	-61	-80%	$7.4K	$1.2K	-$6.2K	2026-10-26
Wolff Wiese Magana LLC	UNCHANGED	14	14	0	0%	$1.4K	$1.1K	-$233	2026-10-15
Valley National Advisers Inc	NEW	12	—	+12	—	—	$965	—	2026-10-23
UMB Private Wealth Management, LLC	NEW	12	—	+12	—	—	$964	—	2026-10-19
Ascentis Wealth Management, LLC	NEW	10	—	+10	—	—	$803	—	2026-11-03
Gilpin Wealth Management, LLC	UNCHANGED	10	10	0	0%	$970	$804	-$166	2026-10-09
Meriwether Wealth & Planning, LLC	NEW	7	—	+7	—	—	$562	—	2026-10-13
Burk Holdings LLC	NEW	6	—	+6	—	—	$482	—	2026-11-05
Essential Partners LLC	DECREASED	6	10	-4	-40%	$970	$482	-$488	2026-10-14
DiNuzzo Private Wealth, Inc.	UNCHANGED	6	6	0	0%	$582	$483	-$99	2026-10-16
Noble Wealth Management PBC	NEW	5	—	+5	—	—	$402	—	2026-10-01
Bay Harbor Wealth Management, LLC	INCREASED	5	2	+3	+150%	$194	$402	+$208	2026-11-03
Montgomery Financial Services LLC	UNCHANGED	4	4	0	0%	$388	$321	-$67	2026-11-03
DecisionPoint Financial, LLC	INCREASED	3	1	+2	+200%	$96	$235	+$139	2026-10-27
Financial Consulate, Inc	NEW	2	—	+2	—	—	$161	—	2026-10-23
Silver Grove Financial Group, Inc.	NEW	2	—	+2	—	—	$161	—	2026-11-05
Hughes Financial Services, LLC	DECREASED	2	3	-1	-33%	$291	$181	-$110	2026-10-30
SBI Securities Co., Ltd.	UNCHANGED	2	2	0	0%	$194	$161	-$33	2026-10-22
Proathlete Wealth Management LLC	NEW	1	—	+1	—	—	$80	—	2026-10-15
Davis Capital Management	DECREASED	1	4	-3	-75%	$388	$80	-$308	2026-10-08
Abound Wealth Management	UNCHANGED	1	1	0	0%	$97	$81	-$16	2026-10-26
MV Capital Management, Inc.	UNCHANGED	1	1	0	0%	$97	$81	-$16	2026-10-29
Moody Aldrich Partners LLC	CLOSED	0	22,655	-22,655	-100%	$2.2M	$0	-$2.2M	2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	CLOSED	0	6,915	-6,915	-100%	$670.5K	$0	-$670.5K	2026-10-22
DE Burlo Group Inc	CLOSED	0	3,100	-3,100	-100%	$300.6K	$0	-$300.6K	2026-11-05
Curated Wealth Partners LLC	CLOSED	0	2,315	-2,315	-100%	$224.5K	$0	-$224.5K	2026-10-15
Vontobel Holding Ltd.	CLOSED	0	2,277	-2,277	-100%	$220.8K	$0	-$220.8K	2026-10-16
Revolve Wealth Partners, LLC	CLOSED	0	2,163	-2,163	-100%	$209.7K	$0	-$209.7K	2026-10-23
CenterBook Partners LP	CLOSED	0	2,151	-2,151	-100%	$208.6K	$0	-$208.6K	2026-11-02
First Bank & Trust	CLOSED	0	2,079	-2,079	-100%	$201.6K	$0	-$201.6K	2026-10-19
GFS Advisors, LLC	CLOSED	0	630	-630	-100%	$247.8K	$0	-$247.8K	2026-11-03
Blue Trust, Inc.	CLOSED	0	487	-487	-100%	$47.2K	$0	-$47.2K	2026-10-15
Bayforest Capital Ltd	CLOSED	0	477	-477	-100%	$46.3K	$0	-$46.3K	2026-11-03
Simplex Trading, LLC	CLOSED	0	132	-132	-100%	$12.8K	$0	-$12.8K	2026-11-04
Manchester Capital Management LLC	CLOSED	0	37	-37	-100%	$3.6K	$0	-$3.6K	2026-10-22
IFP Advisors, Inc	CLOSED	0	15	-15	-100%	$1.5K	$0	-$1.5K	2026-10-16
CoreCap Advisors, LLC	CLOSED	0	13	-13	-100%	$1.3K	$0	-$1.3K	2026-10-08
Cornerstone Planning Group LLC	CLOSED	0	8	-8	-100%	$723	$0	-$723	2026-10-16
Advocate Investing Services LLC	CLOSED	0	7	-7	-100%	$679	$0	-$679	2026-10-26
Navigoe, LLC	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	9,390,112	-9,390,112	-100%	$910.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,448,748	-3,448,748	-100%	$334.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,823,033	-2,823,033	-100%	$273.7M	—	—	—
State Street Corp	N/A	—	2,520,170	-2,520,170	-100%	$244.4M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	2,078,022	-2,078,022	-100%	$201.5M	—	—	—
Capital International Investors	N/A	—	2,054,399	-2,054,399	-100%	$199.2M	—	—	—
Capital Research Global Investors	N/A	—	2,028,646	-2,028,646	-100%	$196.7M	—	—	—
Geode Capital Management, LLC	N/A	—	1,647,147	-1,647,147	-100%	$159.8M	—	—	—
JPMorgan Chase & Co	N/A	—	1,544,116	-1,544,116	-100%	$145.9M	—	—	—
Invesco Ltd.	N/A	—	1,459,009	-1,459,009	-100%	$141.5M	—	—	—
Neuberger Berman Group LLC	N/A	—	1,434,463	-1,434,463	-100%	$139.1M	—	—	—
Earnest Partners LLC	N/A	—	1,399,698	-1,399,698	-100%	$135.7M	—	—	—
Wellington Management Group LLP	N/A	—	1,292,101	-1,292,101	-100%	$125.3M	—	—	—
Clearbridge Investments, LLC	N/A	—	1,219,835	-1,219,835	-100%	$118.3M	—	—	—
Morgan Stanley	N/A	—	1,213,469	-1,213,469	-100%	$117.7M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	1,181,941	-1,181,941	-100%	$114.6M	—	—	—
Bamco Inc	N/A	—	965,239	-965,239	-100%	$93.6M	—	—	—
Geneva Capital Management LLC	N/A	—	911,153	-911,153	-100%	$88.4M	—	—	—
American Century Companies Inc	N/A	—	862,452	-862,452	-100%	$83.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	826,971	-826,971	-100%	$80.2M	—	—	—
Westfield Capital Management Co LP	N/A	—	812,525	-812,525	-100%	$78.8M	—	—	—
Bank of America Corp	N/A	—	808,261	-808,261	-100%	$78.4M	—	—	—
UBS Group AG	N/A	—	803,537	-803,537	-100%	$77.9M	—	—	—
Northern Trust Corp	N/A	—	771,245	-771,245	-100%	$74.8M	—	—	—
Voya Investment Management LLC	N/A	—	739,652	-739,652	-100%	$71.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	719,450	-719,450	-100%	$69.8M	—	—	—
Schroder Investment Management Group	N/A	—	677,461	-677,461	-100%	$63.9M	—	—	—
Brown Advisory Inc	N/A	—	670,239	-670,239	-100%	$65.0M	—	—	—
Ameriprise Financial Inc	N/A	—	634,591	-634,591	-100%	$61.5M	—	—	—
Nomura Asset Management International Inc.	N/A	—	624,506	-624,506	-100%	$60.6M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	605,177	-605,177	-100%	$58.7M	—	—	—
Loomis Sayles & Co L P	N/A	—	573,873	-573,873	-100%	$55.6M	—	—	—
Select Equity Group, L.P.	N/A	—	563,031	-563,031	-100%	$54.6M	—	—	—
SEI Investments Co	N/A	—	557,129	-557,129	-100%	$54.0M	—	—	—
Franklin Resources Inc	N/A	—	518,503	-518,503	-100%	$50.3M	—	—	—
London Co of Virginia	N/A	—	503,144	-503,144	-100%	$48.8M	—	—	—
Norges Bank	N/A	—	476,323	-476,323	-100%	$46.2M	—	—	—
Citadel Advisors LLC	N/A	—	455,585	-455,585	-100%	$44.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	449,960	-449,960	-100%	$43.6M	—	—	—
DF Dent & Co Inc	N/A	—	446,270	-446,270	-100%	$43.3M	—	—	—
Point72 Asset Management, L.P.	N/A	—	445,541	-445,541	-100%	$43.2M	—	—	—
Granahan Investment Management, LLC	N/A	—	436,289	-436,289	-100%	$42.3M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	432,823	-432,823	-100%	$42.0M	—	—	—
Fred Alger Management, LLC	N/A	—	394,596	-394,596	-100%	$38.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	367,421	-367,421	-100%	$35.6M	—	—	—
Fifth Third Bancorp	N/A	—	364,397	-364,397	-100%	$35.3M	—	—	—
Credit Agricole S A	N/A	—	346,558	-346,558	-100%	$33.6M	—	—	—
Ranger Investment Management, L.P.	N/A	—	330,460	-330,460	-100%	$32.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	328,387	-328,387	-100%	$31.8M	—	—	—
Harvey Partners, LLC	N/A	—	310,131	-310,131	-100%	$30.1M	—	—	—
Raymond James Financial Inc	N/A	—	304,014	-304,014	-100%	$29.5M	—	—	—
Aberdeen Group plc	N/A	—	275,899	-275,899	-100%	$26.8M	—	—	—
Kennedy Capital Management LLC	N/A	—	272,908	-272,908	-100%	$26.5M	—	—	—
William Blair Investment Management, LLC	N/A	—	268,340	-268,340	-100%	$26.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	267,499	-267,499	-100%	$25.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	266,768	-266,768	-100%	$25.9M	—	—	—
AustralianSuper Pty Ltd	N/A	—	263,825	-263,825	-100%	$25.6M	—	—	—
Picton Mahoney Asset Management	N/A	—	253,511	-253,511	-100%	$24.6M	—	—	—
Tidal Investments LLC	N/A	—	232,710	-232,710	-100%	$22.6M	—	—	—
GW&K Investment Management, LLC	N/A	—	227,841	-227,841	-100%	$22.1M	—	—	—
Public Sector Pension Investment Board	N/A	—	215,136	-215,136	-100%	$20.9M	—	—	—
Hallstatt Advisors L.P.	N/A	—	189,527	-189,527	-100%	$18.4M	—	—	—
Aristotle Capital Boston, LLC	N/A	—	183,143	-183,143	-100%	$17.8M	—	—	—
SG Capital Management LLC	N/A	—	175,543	-175,543	-100%	$17.0M	—	—	—
Blair William & Co	N/A	—	171,981	-171,981	-100%	$16.7M	—	—	—
Axiom Investors LLC	N/A	—	156,187	-156,187	-100%	$15.1M	—	—	—
Nuveen, LLC	N/A	—	153,171	-153,171	-100%	$14.9M	—	—	—
P2 Capital Partners, LLC	N/A	—	147,236	-147,236	-100%	$14.3M	—	—	—
Rhumbline Advisers	N/A	—	146,068	-146,068	-100%	$14.2M	—	—	—
Legal & General Group Plc	N/A	—	144,557	-144,557	-100%	$14.0M	—	—	—
Wells Fargo & Company	N/A	—	138,464	-138,464	-100%	$13.4M	—	—	—
Russell Investments Group, Ltd.	N/A	—	134,546	-134,546	-100%	$13.0M	—	—	—
Swiss National Bank	N/A	—	125,500	-125,500	-100%	$12.2M	—	—	—
Osterweis Capital Management Inc	N/A	—	123,055	-123,055	-100%	$11.9M	—	—	—
Boothbay Fund Management, LLC	N/A	—	116,364	-116,364	-100%	$11.3M	—	—	—
Ensign Peak Advisors, Inc	N/A	—	116,233	-116,233	-100%	$11.3M	—	—	—
State of Wisconsin Investment Board	N/A	—	104,715	-104,715	-100%	$10.2M	—	—	—
Deutsche Bank Ag\	N/A	—	102,946	-102,946	-100%	$10.0M	—	—	—
Castleark Management LLC	N/A	—	100,460	-100,460	-100%	$9.7M	—	—	—
King Luther Capital Management Corp	N/A	—	99,299	-99,299	-100%	$9.6M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	99,200	-99,200	-100%	$9.6M	—	—	—
Jennison Associates LLC	N/A	—	96,577	-96,577	-100%	$9.4M	—	—	—
Natixis Advisors, LLC	N/A	—	94,301	-94,301	-100%	$9.1M	—	—	—
Royal Bank of Canada	N/A	—	94,115	-94,115	-100%	$9.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	89,000	-89,000	-100%	$8.4M	—	—	—
Catawba River Capital	N/A	—	87,655	-87,655	-100%	$8.5M	—	—	—
Silvant Capital Management LLC	N/A	—	86,558	-86,558	-100%	$8.4M	—	—	—
Lazard Asset Management LLC	N/A	—	85,096	-85,096	-100%	$8.3M	—	—	—
4D Advisors, LLC	N/A	—	85,000	-85,000	-100%	$8.2M	—	—	—
Impax Asset Management Group plc	N/A	—	80,000	-80,000	-100%	$7.8M	—	—	—
Alliancebernstein L.P.	N/A	—	79,186	-79,186	-100%	$6.3M	—	—	—
Pathstone Holdings, LLC	N/A	—	74,987	-74,987	-100%	$7.3M	—	—	—
California Public Employees Retirement System	N/A	—	73,857	-73,857	-100%	$7.2M	—	—	—
California State Teachers Retirement System	N/A	—	71,923	-71,923	-100%	$7.0M	—	—	—
Emerald Investment Advisers, LLC	N/A	—	71,084	-71,084	-100%	$6.9M	—	—	—
Prudential Financial Inc	N/A	—	64,632	-64,632	-100%	$6.3M	—	—	—
Roubaix Capital, LLC	N/A	—	64,536	-64,536	-100%	$6.3M	—	—	—
Stifel Financial Corp	N/A	—	63,706	-63,706	-100%	$6.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	61,123	-61,123	-100%	$5.9M	—	—	—
New York State Common Retirement Fund	N/A	—	50,769	-50,769	-100%	$4.9M	—	—	—
Canada Life Assurance Co	N/A	—	49,603	-49,603	-100%	$4.8M	—	—	—
Brant Point Investment Management LLC	N/A	—	43,000	-43,000	-100%	$4.2M	—	—	—
Holocene Advisors, LP	N/A	—	39,869	-39,869	-100%	$3.9M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	39,378	-39,378	-100%	$3.8M	—	—	—
TD Asset Management Inc	N/A	—	38,508	-38,508	-100%	$3.7M	—	—	—
Man Group plc	N/A	—	38,276	-38,276	-100%	$3.7M	—	—	—
Focus Partners Wealth	N/A	—	37,552	-37,552	-100%	$3.6M	—	—	—
MetLife Investment Management, LLC	N/A	—	37,210	-37,210	-100%	$3.6M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	37,164	-37,164	-100%	$3.6M	—	—	—
Fisher Asset Management, LLC	N/A	—	35,100	-35,100	-100%	$3.4M	—	—	—
LPL Financial LLC	N/A	—	35,015	-35,015	-100%	$3.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	33,652	-33,652	-100%	$3.3M	—	—	—
Quantinno Capital Management LP	N/A	—	32,617	-32,617	-100%	$3.2M	—	—	—
Maven Securities LTD	N/A	—	31,835	-31,835	-100%	$3.1M	—	—	—
Atom Investors LP	N/A	—	30,778	-30,778	-100%	$3.0M	—	—	—
Van Eck Associates Corp	N/A	—	30,282	-30,282	-100%	$2.9M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	29,453	-29,453	-100%	$2.9M	—	—	—
Jupiter Topco LLC	N/A	—	29,231	-29,231	-100%	$2.8M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	28,300	-28,300	-100%	$2.7M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	27,432	-27,432	-100%	$2.7M	—	—	—
AQR Capital Management LLC	N/A	—	27,106	-27,106	-100%	$2.6M	—	—	—
Trexquant Investment LP	N/A	—	26,643	-26,643	-100%	$2.6M	—	—	—
SG Americas Securities, LLC	N/A	—	25,649	-25,649	-100%	$2.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	24,107	-24,107	-100%	$2.3M	—	—	—
Future Fund LLC	N/A	—	22,781	-22,781	-100%	$2.2M	—	—	—
HBK Sorce Advisory LLC	N/A	—	20,561	-20,561	-100%	$1.9M	—	—	—
Cetera Investment Advisers	N/A	—	20,355	-20,355	-100%	$2.0M	—	—	—
Handelsbanken Fonder AB	N/A	—	19,900	-19,900	-100%	$1.9M	—	—	—
Victory Capital Management Inc	N/A	—	19,661	-19,661	-100%	$1.9M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	19,553	-19,553	-100%	$1.9M	—	—	—
One Capital Management, LLC	N/A	—	19,484	-19,484	-100%	$1.5M	—	—	—
HM Payson & Co	N/A	—	19,317	-19,317	-100%	$1.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	19,184	-19,184	-100%	$1.9M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	18,863	-18,863	-100%	$1.8M	—	—	—
Jefferies Financial Group Inc.	N/A	—	18,560	-18,560	-100%	$1.8M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	18,336	-18,336	-100%	$1.8M	—	—	—
MML Investors Services, LLC	N/A	—	18,301	-18,301	-100%	$1.8M	—	—	—
Element Capital Management LLC	N/A	—	18,200	-18,200	-100%	$1.8M	—	—	—
Allstate Corp	N/A	—	17,697	-17,697	-100%	$1.7M	—	—	—
Homestead Advisers Corp	N/A	—	17,200	-17,200	-100%	$1.7M	—	—	—
Formula Growth LTD	N/A	—	17,053	-17,053	-100%	$1.7M	—	—	—
Glenmede Trust Co NA	N/A	—	16,886	-16,886	-100%	$1.6M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	15,977	-15,977	-100%	$1.5M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	15,971	-15,971	-100%	$1.5M	—	—	—
Bank of Montreal	N/A	—	15,637	-15,637	-100%	$1.5M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	15,500	-15,500	-100%	$1.5M	—	—	—
Two Sigma Investments, LP	N/A	—	15,052	-15,052	-100%	$1.5M	—	—	—
Portolan Capital Management, LLC	N/A	—	14,690	-14,690	-100%	$1.4M	—	—	—
Amundi	N/A	—	13,917	-13,917	-100%	$1.3M	—	—	—
BNP Paribas Financial Markets	N/A	—	12,972	-12,972	-100%	$1.3M	—	—	—
Intech Investment Management LLC	N/A	—	12,285	-12,285	-100%	$1.2M	—	—	—
Benjamin Edwards Inc	N/A	—	12,274	-12,274	-100%	$1.2M	—	—	—
Captrust Financial Advisors	N/A	—	12,256	-12,256	-100%	$1.2M	—	—	—
Barclays PLC	N/A	—	11,573	-11,573	-100%	$1.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	11,493	-11,493	-100%	$1.1M	—	—	—
FMR LLC	N/A	—	11,441	-11,441	-100%	$1.1M	—	—	—
Teton Advisors, LLC	N/A	—	9,910	-9,910	-100%	$961.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	9,850	-9,850	-100%	$955.2K	—	—	—
Connable Office Inc	N/A	—	9,339	-9,339	-100%	$905.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	9,291	-9,291	-100%	$901.0K	—	—	—
Maryland State Retirement & Pension System	N/A	—	9,108	-9,108	-100%	$883.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	8,761	-8,761	-100%	$849.6K	—	—	—
Blueshift Asset Management, LLC	N/A	—	8,674	-8,674	-100%	$841.1K	—	—	—
Rithm Capital Corp.	N/A	—	8,250	-8,250	-100%	$800.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	7,136	-7,136	-100%	$692.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	6,694	-6,694	-100%	$649.0K	—	—	—
Highlander Partners, L.P.	N/A	—	6,000	-6,000	-100%	$581.8K	—	—	—
Summitry LLC	N/A	—	5,981	-5,981	-100%	$580.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,804	-5,804	-100%	$562.8K	—	—	—
Squarepoint Ops LLC	N/A	—	5,798	-5,798	-100%	$562.2K	—	—	—
SummitTX Capital, L.P.	N/A	—	5,332	-5,332	-100%	$517.0K	—	—	—
HighTower Advisors, LLC	N/A	—	5,204	-5,204	-100%	$504.6K	—	—	—
Callan Family Office, LLC	N/A	—	5,133	-5,133	-100%	$497.7K	—	—	—
Marshall Wace, LLP	N/A	—	4,858	-4,858	-100%	$471.1K	—	—	—
Cerity Partners LLC	N/A	—	4,715	-4,715	-100%	$457.2K	—	—	—
Fiduciary Trust Co	N/A	—	4,714	-4,714	-100%	$457.1K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	4,518	-4,518	-100%	$438.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,215	-4,215	-100%	$408.7K	—	—	—
&partners	N/A	—	4,182	-4,182	-100%	$405.5K	—	—	—
Marco Investment Management LLC	N/A	—	4,010	-4,010	-100%	$388.9K	—	—	—
Hantz Financial Services, Inc.	N/A	—	3,964	-3,964	-100%	$384.0K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	3,774	-3,774	-100%	$366.0K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	3,774	-3,774	-100%	$366.0K	—	—	—
M&T Bank Corp	N/A	—	3,716	-3,716	-100%	$360.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,690	-3,690	-100%	$357.8K	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	3,638	-3,638	-100%	$343.0K	—	—	—
Alpine Woods Capital Investors, LLC	N/A	—	3,617	-3,617	-100%	$350.7K	—	—	—
Cetera Trust Company, N.a	N/A	—	3,565	-3,565	-100%	$345.7K	—	—	—
Merit Financial Group, LLC	N/A	—	3,397	-3,397	-100%	$329.4K	—	—	—
SIT Investment Associates Inc	N/A	—	3,307	-3,307	-100%	$321.0K	—	—	—
AE Wealth Management LLC	N/A	—	3,287	-3,287	-100%	$318.7K	—	—	—
TradeLink Capital LLC	N/A	—	3,264	-3,264	-100%	$316.0K	—	—	—
Hardy Reed LLC	N/A	—	3,200	-3,200	-100%	$310.3K	—	—	—
Jane Street Group, LLC	N/A	—	3,121	-3,121	-100%	$302.6K	—	—	—
Delta Global Management LP	N/A	—	3,042	-3,042	-100%	$295.0K	—	—	—
Millennium Management LLC	N/A	—	3,029	-3,029	-100%	$293.7K	—	—	—
Argent Trust Co	N/A	—	2,978	-2,978	-100%	$288.8K	—	—	—
Private Advisor Group, LLC	N/A	—	2,813	-2,813	-100%	$272.8K	—	—	—
Intellectus Partners, LLC	N/A	—	2,810	-2,810	-100%	$272.5K	—	—	—
Arax Advisory Partners	N/A	—	2,718	-2,718	-100%	$263.6K	—	—	—
DnB Asset Management AS	N/A	—	2,697	-2,697	-100%	$261.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,638	-2,638	-100%	$255.8K	—	—	—
Brown Financial Advisors	N/A	—	2,340	-2,340	-100%	$226.9K	—	—	—
Mattson Financial Services, LLC	N/A	—	2,324	-2,324	-100%	$232.2K	—	—	—
OneAscent Financial Services LLC	N/A	—	2,323	-2,323	-100%	$225.3K	—	—	—
F/m Investments LLC	N/A	—	2,246	-2,246	-100%	$217.8K	—	—	—
Empowered Funds, LLC	N/A	—	2,194	-2,194	-100%	$212.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,192	-2,192	-100%	$212.6K	—	—	—
First Trust Advisors LP	N/A	—	2,184	-2,184	-100%	$211.8K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	2,080	-2,080	-100%	$202.0K	—	—	—
Nykredit A/S	N/A	—	1,709	-1,709	-100%	$165.7K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	1,586	-1,586	-100%	$153.8K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	1,300	-1,300	-100%	$126.1K	—	—	—
Allworth Financial LP	N/A	—	1,276	-1,276	-100%	$123.7K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,003	-1,003	-100%	$97.3K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	1,000	-1,000	-100%	$97.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	732	-732	-100%	$71.0K	—	—	—
National Bank of Canada	N/A	—	729	-729	-100%	$70.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	548	-548	-100%	$51.7K	—	—	—
Optiver Holding B.V.	N/A	—	542	-542	-100%	$52.6K	—	—	—
Graticule Asia Macro Advisors LLC	N/A	—	487	-487	-100%	$47.2K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	438	-438	-100%	$42.5K	—	—	—
SHP Wealth Management	N/A	—	438	-438	-100%	$42.5K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	381	-381	-100%	$36.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	370	-370	-100%	$35.9K	—	—	—
Bessemer Group Inc	N/A	—	298	-298	-100%	$30	—	—	—
Clearstead Advisors, LLC	N/A	—	294	-294	-100%	$28.5K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	276	-276	-100%	$26.8K	—	—	—
Huntington National Bank	N/A	—	246	-246	-100%	$23.9K	—	—	—
UMB Bank, n.a.	N/A	—	242	-242	-100%	$23.5K	—	—	—
Whittier Trust Co	N/A	—	209	-209	-100%	$20.1K	—	—	—
ST Germain D J Co Inc	N/A	—	172	-172	-100%	$16.7K	—	—	—
Millstone Evans Group, LLC	N/A	—	155	-155	-100%	$15.0K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	134	-134	-100%	$13.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	119	-119	-100%	$11.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	115	-115	-100%	$11.4K	—	—	—
Anchor Investment Management, LLC	N/A	—	109	-109	-100%	$10.6K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	95	-95	-100%	$9.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	82	-82	-100%	$8.0K	—	—	—
BFC Planning, Inc.	N/A	—	82	-82	-100%	$8.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	80	-80	-100%	$7.8K	—	—	—
Clearstead Trust, LLC	N/A	—	78	-78	-100%	$7.6K	—	—	—
Rothschild Investment LLC	N/A	—	71	-71	-100%	$6.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	60	-60	-100%	$5.3K	—	—	—
Brown Brothers Harriman & Co	N/A	—	59	-59	-100%	$5.7K	—	—	—
Crewe Advisors LLC	N/A	—	52	-52	-100%	$5.0K	—	—	—
Bogart Wealth, LLC	N/A	—	45	-45	-100%	$4.4K	—	—	—
LRI Investments, LLC	N/A	—	40	-40	-100%	$3.9K	—	—	—
Harbour Investments, Inc.	N/A	—	28	-28	-100%	$2.7K	—	—	—
TD Capital Management LLC	N/A	—	24	-24	-100%	$2.3K	—	—	—
Central Trust Co	N/A	—	20	-20	-100%	$1.9K	—	—	—
Synergy Investment Management, LLC	N/A	—	17	-17	-100%	$1.5K	—	—	—
Kilter Group LLC	N/A	—	15	-15	-100%	$1.5K	—	—	—
CVA Family Office, LLC	N/A	—	14	-14	-100%	$1.4K	—	—	—
Ankerstar Wealth, LLC	N/A	—	11	-11	-100%	$1.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	11	-11	-100%	$1.1K	—	—	—
JPL Wealth Management, LLC	N/A	—	10	-10	-100%	$970	—	—	—
Prestige Wealth Management Group LLC	N/A	—	10	-10	-100%	$970	—	—	—
First Command Advisory Services, Inc.	N/A	—	10	-10	-100%	$970	—	—	—
Westfuller Advisors, LLC	N/A	—	9	-9	-100%	$861	—	—	—
Ameriflex Group, Inc.	N/A	—	9	-9	-100%	$873	—	—	—
Evolution Advisers, Inc.	N/A	—	7	-7	-100%	$0	—	—	—
HFM Investment Advisors, LLC	N/A	—	6	-6	-100%	$582	—	—	—
MidFirst Bank	N/A	—	6	-6	-100%	$582	—	—	—
Rialto Wealth Management, LLC	N/A	—	3	-3	-100%	$291	—	—	—
Nomura Asset Management Co LTD	N/A	—	0	0	—	$0	—	—	—

Showing 435 of 435 institutions