Cerence Inc (CRNC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares1,742,408 from 1,405,342

Change+337,066 (+24%)

Value$13.6M (-$2.3M)

Filed 2026-11-04

Acadian Asset Management LLC

INCREASED

Shares1,137,353 from 772,317

Change+365,036 (+47%)

Value$8.9M (+$163.0K)

Filed 2026-11-09

Geode Capital Management, LLC

DECREASED

Shares966,591 from 1,173,500

Change-206,909 (-18%)

Value$7.6M (-$5.7M)

Filed 2026-11-06

Nuveen, LLC

INCREASED

Shares748,415 from 731,400

Change+17,015 (+2%)

Value$5.9M (-$2.4M)

Filed 2026-11-10

MacKenzie Financial Corp

DECREASED

Shares453,129 from 521,331

Change-68,202 (-13%)

Value$3.5M (-$2.4M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares315,108 from 315,934

Change-826 (0%)

Value$2.5M (-$1.1M)

Filed 2026-11-05

Concurrent Investment Advisors, LLC

DECREASED

Shares172,957 from 343,020

Change-170,063 (-50%)

Value$1.4M (-$2.5M)

Filed 2026-10-16

Acorn Financial Advisory Services Inc

DECREASED

Shares85,821 from 88,851

Change-3,030 (-3%)

Value$672.0K (-$333.8K)

Filed 2026-11-02

BI Asset Management Fondsmaeglerselskab A/S

NEW

Shares66,200

Change+66,200

Value$518.0K

Filed 2026-10-22

Pinnacle Associates LTD

INCREASED

Shares65,241 from 43,650

Change+21,591 (+49%)

Value$510.8K (+$16.7K)

Filed 2026-10-20

State of Wyoming

INCREASED

Shares65,160 from 35,443

Change+29,717 (+84%)

Value$510.2K (+$109.0K)

Filed 2026-10-28

Russell Investments Group, Ltd.

DECREASED

Shares62,644 from 63,964

Change-1,320 (-2%)

Value$490.5K (-$233.6K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares56,293 from 17,156

Change+39,137 (+228%)

Value$440.8K (+$246.6K)

Filed 2026-10-16

Deutsche Bank Ag\

DECREASED

Shares49,429 from 54,874

Change-5,445 (-10%)

Value$387.0K (-$234.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares39,926 from 50,092

Change-10,166 (-20%)

Value$333.0K (-$191.5K)

Filed 2026-10-13

Creative Planning

DECREASED

Shares39,730 from 39,895

Change-165 (0%)

Value$311.1K (-$140.5K)

Filed 2026-11-02

Bailard, Inc.

NEW

Shares39,300

Change+39,300

Value$307.7K

Filed 2026-10-13

Almanack Investment Partners, Llc.

INCREASED

Shares27,565 from 26,845

Change+720 (+3%)

Value$215.8K (-$88.1K)

Filed 2026-11-03

Themes Management Co LLC

DECREASED

Shares25,862 from 43,960

Change-18,098 (-41%)

Value$202.5K (-$295.1K)

Filed 2026-10-29

Silverlake Wealth Management LLC

NEW

Shares24,000

Change+24,000

Value$187.9K

Filed 2026-10-21

Barclays PLC

INCREASED

Shares20,454 from 6,730

Change+13,724 (+204%)

Value$160.2K (+$84.0K)

Filed 2026-11-06

Olympiad Research LP

INCREASED

Shares19,581 from 17,046

Change+2,535 (+15%)

Value$153.3K (-$39.6K)

Filed 2026-11-04

Imc-Chicago, LLC

DECREASED

Shares17,612 from 104,104

Change-86,492 (-83%)

Value$137.9K (-$1.0M)

Filed 2026-11-05

Wealthcare Advisory Partners LLC

INCREASED

Shares17,116 from 17,084

Change+32 (+0%)

Value$134.0K (-$59.4K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares14,385 from 98,705

Change-84,320 (-85%)

Value$113.0K (-$1.0M)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares14,013 from 15,149

Change-1,136 (-7%)

Value$109.7K (-$61.8K)

Filed 2026-11-06

Leonteq Securities AG

DECREASED

Shares13,286 from 14,150

Change-864 (-6%)

Value$104.0K (-$56.1K)

Filed 2026-10-29

Mosley Wealth Management

INCREASED

Shares12,020 from 11,608

Change+412 (+4%)

Value$110.2K (-$21.2K)

Filed 2026-10-16

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares11,378 from 11,378

Change0 (0%)

Value$89.1K (-$39.7K)

Filed 2026-11-09

Squarepoint Ops LLC

NEW

Shares10,720

Change+10,720

Value$83.9K

Filed 2026-11-09

Traynor Capital Management, Inc.

NEW

Shares10,088

Change+10,088

Value$79.0K

Filed 2026-10-29

Citigroup Inc

DECREASED

Shares3,979 from 20,705

Change-16,726 (-81%)

Value$31.2K (-$203.2K)

Filed 2026-11-04

Simplex Trading, LLC

DECREASED

Shares3,533 from 30,118

Change-26,585 (-88%)

Value$27.7K (-$313.3K)

Filed 2026-11-04

Wolverine Asset Management LLC

UNCHANGED

Shares3,465 from 3,465

Change0 (0%)

Value$27.1K (-$12.1K)

Filed 2026-11-02

SBI Securities Co., Ltd.

INCREASED

Shares3,462 from 3,364

Change+98 (+3%)

Value$27.1K (-$11.0K)

Filed 2026-10-22

State of Alaska, Department of Revenue

NEW

Shares2,950

Change+2,950

Value$23.0K

Filed 2026-10-15

US Bancorp \de\

UNCHANGED

Shares2,513 from 2,513

Change0 (0%)

Value$19.7K (-$8.8K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares2,501 from 2,501

Change0 (0%)

Value$28.3K ($0)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares2,164 from 1,910

Change+254 (+13%)

Value$16.9K (-$4.7K)

Filed 2026-10-08

Signaturefd, LLC

INCREASED

Shares1,573 from 1,518

Change+55 (+4%)

Value$12.3K (-$4.9K)

Filed 2026-10-23

True Wealth Design, LLC

DECREASED

Shares1,432 from 1,613

Change-181 (-11%)

Value$11.2K (-$7.0K)

Filed 2026-10-13

Community Financial Services Group, LLC

UNCHANGED

Shares1,270 from 1,270

Change0 (0%)

Value$10.3K (-$4.4K)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

DECREASED

Shares1,232 from 2,368

Change-1,136 (-48%)

Value$9.6K (-$17.2K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares1,110 from 1,213

Change-103 (-8%)

Value$8.7K (-$4.9K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares1,077 from 621

Change+456 (+73%)

Value$8.4K (+$1.4K)

Filed 2026-10-22

IFP Advisors, Inc

DECREASED

Shares983 from 991

Change-8 (-1%)

Value$7.7K (-$3.5K)

Filed 2026-10-16

Nisa Investment Advisors, LLC

UNCHANGED

Shares807 from 807

Change0 (0%)

Value$6.3K (-$2.8K)

Filed 2026-10-20

Essential Partners LLC

DECREASED

Shares772 from 1,038

Change-266 (-26%)

Value$6.0K (-$5.7K)

Filed 2026-10-14

Asset Dedication, LLC

UNCHANGED

Shares521 from 521

Change0 (0%)

Value$4.1K (-$1.8K)

Filed 2026-11-03

Hurley Capital, LLC

UNCHANGED

Shares470 from 470

Change0 (0%)

Value$3.7K (-$1.6K)

Filed 2026-11-05

Harbour Investments, Inc.

UNCHANGED

Shares294 from 294

Change0 (0%)

Value$2.3K (-$1.0K)

Filed 2026-11-09

Provenance Wealth Advisors, LLC

NEW

Shares208

Change+208

Value$1.6K

Filed 2026-10-30

SJS Investment Consulting Inc.

INCREASED

Shares198 from 72

Change+126 (+175%)

Value$1.6K (+$735)

Filed 2026-10-26

PNC Financial Services Group, Inc.

DECREASED

Shares129 from 348

Change-219 (-63%)

Value$1.0K (-$2.9K)

Filed 2026-11-06

Clark Wealth Partners

NEW

Shares107

Change+107

Value$838

Filed 2026-10-19

Root Financial Partners, LLC

NEW

Shares104

Change+104

Value$814

Filed 2026-10-21

Peterson Wealth Services

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$783 (-$349)

Filed 2026-10-26

Nvwm, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$783 (-$349)

Filed 2026-10-14

Capital Advisors, Ltd. LLC

UNCHANGED

Shares81 from 81

Change0 (0%)

Value$1 ($0)

Filed 2026-10-27

Silver Grove Financial Group, Inc.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$587 (-$262)

Filed 2026-11-05

Marquette Asset Management, LLC

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$580 (-$258)

Filed 2026-10-09

Bessemer Group Inc

NEW

Shares67

Change+67

Value$1

Filed 2026-11-09

Accordant Advisory Group Inc

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$486 (-$216)

Filed 2026-10-29

Parkside Financial Bank & Trust

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$470 (-$209)

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$438 (-$196)

Filed 2026-10-08

Atlantic Private Wealth, LLC

NEW

Shares48

Change+48

Value$376

Filed 2026-11-09

Noble Wealth Management PBC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$345 (-$153)

Filed 2026-10-01

PlanVest Financial, Inc

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$196 (-$87)

Filed 2026-11-09

Fifth Third Bancorp

DECREASED

Shares22 from 42

Change-20 (-48%)

Value$172 (-$303)

Filed 2026-11-05

Balance Wealth Partners LLC

NEW

Shares18

Change+18

Value$141

Filed 2026-10-27

Covestor Ltd

DECREASED

Shares13 from 23

Change-10 (-43%)

Value$0 ($0)

Filed 2026-10-30

Key FInancial Inc

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$94 (-$42)

Filed 2026-11-02

TD Waterhouse Canada Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$81 (-$34)

Filed 2026-10-16

Fairway Wealth LLC

NEW

Shares6

Change+6

Value$47

Filed 2026-10-30

Larson Financial Group LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$47 (-$21)

Filed 2026-11-05

Clearstead Advisors, LLC

DECREASED

Shares4 from 66

Change-62 (-94%)

Value$32 (-$716)

Filed 2026-11-06

Phoenix Financial Ltd.

CLOSED

Shares0 from 15,290

Change-15,290 (-100%)

Value$0 (-$172.6K)

Filed 2026-11-09

Intech Investment Management LLC

CLOSED

Shares0 from 12,952

Change-12,952 (-100%)

Value$0 (-$146.6K)

Filed 2026-11-09

Cornerstone Wealth Management, LLC

CLOSED

Shares0 from 11,793

Change-11,793 (-100%)

Value$0 (-$133.5K)

Filed 2026-11-04

Merit Financial Group, LLC

CLOSED

Shares0 from 11,479

Change-11,479 (-100%)

Value$0 (-$129.9K)

Filed 2026-11-06

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 6,560

Change-6,560 (-100%)

Value$0 (-$74.3K)

Filed 2026-11-03

Versant Capital Management, Inc

CLOSED

Shares0 from 1,281

Change-1,281 (-100%)

Value$0 (-$14.5K)

Filed 2026-10-02

Salem Investment Counselors Inc

CLOSED

Shares0 from 705

Change-705 (-100%)

Value$0 (-$8.0K)

Filed 2026-10-13

MCF Advisors LLC

CLOSED

Shares0 from 159

Change-159 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-28

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 140

Change-140 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-07

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$385)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 4,543,146

Change-4,543,146 (-100%)

Value—

Paradigm Capital Management Inc

N/A

Shares— from 2,511,992

Change-2,511,992 (-100%)

Value—

American Capital Management Inc

N/A

Shares— from 2,407,398

Change-2,407,398 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,838,294

Change-1,838,294 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,648,666

Change-1,648,666 (-100%)

Value—

No Street GP LP

N/A

Shares— from 1,525,000

Change-1,525,000 (-100%)

Value—

One Fin Capital Management LP

N/A

Shares— from 1,430,000

Change-1,430,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,342,253

Change-1,342,253 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 1,279,897

Change-1,279,897 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,247,831

Change-1,247,831 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,167,759

Change-1,167,759 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 807,773

Change-807,773 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 777,200

Change-777,200 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 716,669

Change-716,669 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 545,186

Change-545,186 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 388,882

Change-388,882 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 380,622

Change-380,622 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 371,828

Change-371,828 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 308,748

Change-308,748 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 307,006

Change-307,006 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 292,947

Change-292,947 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 292,100

Change-292,100 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 283,986

Change-283,986 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 262,568

Change-262,568 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 260,427

Change-260,427 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 251,272

Change-251,272 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 241,305

Change-241,305 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 214,328

Change-214,328 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 210,693

Change-210,693 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 207,381

Change-207,381 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 194,453

Change-194,453 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 157,321

Change-157,321 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 153,430

Change-153,430 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 144,468

Change-144,468 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 142,979

Change-142,979 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 140,433

Change-140,433 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 134,053

Change-134,053 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 120,297

Change-120,297 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 103,700

Change-103,700 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 84,239

Change-84,239 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 83,862

Change-83,862 (-100%)

Value—

UBS Group AG

N/A

Shares— from 82,127

Change-82,127 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 79,570

Change-79,570 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 76,530

Change-76,530 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 75,101

Change-75,101 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 72,611

Change-72,611 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 71,252

Change-71,252 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 70,951

Change-70,951 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 69,238

Change-69,238 (-100%)

Value—

FMR LLC

N/A

Shares— from 65,918

Change-65,918 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 63,314

Change-63,314 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 62,844

Change-62,844 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 61,428

Change-61,428 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 57,320

Change-57,320 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 56,077

Change-56,077 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 50,720

Change-50,720 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 44,172

Change-44,172 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 43,899

Change-43,899 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 40,506

Change-40,506 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 38,781

Change-38,781 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 35,640

Change-35,640 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 32,588

Change-32,588 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 28,743

Change-28,743 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 26,672

Change-26,672 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 25,329

Change-25,329 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 25,299

Change-25,299 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 23,945

Change-23,945 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 23,066

Change-23,066 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 22,843

Change-22,843 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 22,800

Change-22,800 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 21,115

Change-21,115 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 18,544

Change-18,544 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 17,809

Change-17,809 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 16,440

Change-16,440 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 13,932

Change-13,932 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 13,154

Change-13,154 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 12,339

Change-12,339 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,326

Change-12,326 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 11,928

Change-11,928 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 11,549

Change-11,549 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 11,516

Change-11,516 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 11,160

Change-11,160 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 11,095

Change-11,095 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 10,939

Change-10,939 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 10,700

Change-10,700 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 10,308

Change-10,308 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,029

Change-8,029 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,750

Change-7,750 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 7,221

Change-7,221 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 6,797

Change-6,797 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,436

Change-4,436 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 4,331

Change-4,331 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,358

Change-3,358 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 2,950

Change-2,950 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,676

Change-1,676 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,553

Change-1,553 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,221

Change-1,221 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 900

Change-900 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 867

Change-867 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 615

Change-615 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 565

Change-565 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 457

Change-457 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 314

Change-314 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 313

Change-313 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 285

Change-285 (-100%)

Value—

Pinney & Scofield, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 167

Change-167 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 159

Change-159 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 130

Change-130 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 125

Change-125 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 119

Change-119 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 117

Change-117 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 94

Change-94 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 75

Change-75 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 62

Change-62 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 62

Change-62 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Quarry LP

N/A

Shares— from 11

Change-11 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,742,408	1,405,342	+337,066	+24%	$15.9M	$13.6M	-$2.3M	2026-11-04
Acadian Asset Management LLC	INCREASED	1,137,353	772,317	+365,036	+47%	$8.7M	$8.9M	+$163.0K	2026-11-09
Geode Capital Management, LLC	DECREASED	966,591	1,173,500	-206,909	-18%	$13.3M	$7.6M	-$5.7M	2026-11-06
Nuveen, LLC	INCREASED	748,415	731,400	+17,015	+2%	$8.3M	$5.9M	-$2.4M	2026-11-10
MacKenzie Financial Corp	DECREASED	453,129	521,331	-68,202	-13%	$5.9M	$3.5M	-$2.4M	2026-11-02
Bank of New York Mellon Corp	DECREASED	315,108	315,934	-826	0%	$3.6M	$2.5M	-$1.1M	2026-11-05
Concurrent Investment Advisors, LLC	DECREASED	172,957	343,020	-170,063	-50%	$3.9M	$1.4M	-$2.5M	2026-10-16
Acorn Financial Advisory Services Inc	DECREASED	85,821	88,851	-3,030	-3%	$1.0M	$672.0K	-$333.8K	2026-11-02
BI Asset Management Fondsmaeglerselskab A/S	NEW	66,200	—	+66,200	—	—	$518.0K	—	2026-10-22
Pinnacle Associates LTD	INCREASED	65,241	43,650	+21,591	+49%	$494.1K	$510.8K	+$16.7K	2026-10-20
State of Wyoming	INCREASED	65,160	35,443	+29,717	+84%	$401.2K	$510.2K	+$109.0K	2026-10-28
Russell Investments Group, Ltd.	DECREASED	62,644	63,964	-1,320	-2%	$724.1K	$490.5K	-$233.6K	2026-11-06
Y-Intercept (Hong Kong) Ltd	INCREASED	56,293	17,156	+39,137	+228%	$194.2K	$440.8K	+$246.6K	2026-10-16
Deutsche Bank Ag\	DECREASED	49,429	54,874	-5,445	-10%	$621.2K	$387.0K	-$234.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	DECREASED	39,926	50,092	-10,166	-20%	$524.5K	$333.0K	-$191.5K	2026-10-13
Creative Planning	DECREASED	39,730	39,895	-165	0%	$451.6K	$311.1K	-$140.5K	2026-11-02
Bailard, Inc.	NEW	39,300	—	+39,300	—	—	$307.7K	—	2026-10-13
Almanack Investment Partners, Llc.	INCREASED	27,565	26,845	+720	+3%	$303.9K	$215.8K	-$88.1K	2026-11-03
Themes Management Co LLC	DECREASED	25,862	43,960	-18,098	-41%	$497.6K	$202.5K	-$295.1K	2026-10-29
Silverlake Wealth Management LLC	NEW	24,000	—	+24,000	—	—	$187.9K	—	2026-10-21
Barclays PLC	INCREASED	20,454	6,730	+13,724	+204%	$76.2K	$160.2K	+$84.0K	2026-11-06
Olympiad Research LP	INCREASED	19,581	17,046	+2,535	+15%	$193.0K	$153.3K	-$39.6K	2026-11-04
Imc-Chicago, LLC	DECREASED	17,612	104,104	-86,492	-83%	$1.2M	$137.9K	-$1.0M	2026-11-05
Wealthcare Advisory Partners LLC	INCREASED	17,116	17,084	+32	+0%	$193.4K	$134.0K	-$59.4K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	14,385	98,705	-84,320	-85%	$1.1M	$113.0K	-$1.0M	2026-11-02
LPL Financial LLC	DECREASED	14,013	15,149	-1,136	-7%	$171.5K	$109.7K	-$61.8K	2026-11-06
Leonteq Securities AG	DECREASED	13,286	14,150	-864	-6%	$160.2K	$104.0K	-$56.1K	2026-10-29
Mosley Wealth Management	INCREASED	12,020	11,608	+412	+4%	$131.4K	$110.2K	-$21.2K	2026-10-16
Police & Firemen's Retirement System of New Jersey	UNCHANGED	11,378	11,378	0	0%	$128.8K	$89.1K	-$39.7K	2026-11-09
Squarepoint Ops LLC	NEW	10,720	—	+10,720	—	—	$83.9K	—	2026-11-09
Traynor Capital Management, Inc.	NEW	10,088	—	+10,088	—	—	$79.0K	—	2026-10-29
Citigroup Inc	DECREASED	3,979	20,705	-16,726	-81%	$234.4K	$31.2K	-$203.2K	2026-11-04
Simplex Trading, LLC	DECREASED	3,533	30,118	-26,585	-88%	$340.9K	$27.7K	-$313.3K	2026-11-04
Wolverine Asset Management LLC	UNCHANGED	3,465	3,465	0	0%	$39.2K	$27.1K	-$12.1K	2026-11-02
SBI Securities Co., Ltd.	INCREASED	3,462	3,364	+98	+3%	$38.1K	$27.1K	-$11.0K	2026-10-22
State of Alaska, Department of Revenue	NEW	2,950	—	+2,950	—	—	$23.0K	—	2026-10-15
US Bancorp \de\	UNCHANGED	2,513	2,513	0	0%	$28.4K	$19.7K	-$8.8K	2026-11-05
Allworth Financial LP	UNCHANGED	2,501	2,501	0	0%	$28.3K	$28.3K	$0	2026-11-06
Gamma Investing LLC	INCREASED	2,164	1,910	+254	+13%	$21.6K	$16.9K	-$4.7K	2026-10-08
Signaturefd, LLC	INCREASED	1,573	1,518	+55	+4%	$17.2K	$12.3K	-$4.9K	2026-10-23
True Wealth Design, LLC	DECREASED	1,432	1,613	-181	-11%	$18.3K	$11.2K	-$7.0K	2026-10-13
Community Financial Services Group, LLC	UNCHANGED	1,270	1,270	0	0%	$14.6K	$10.3K	-$4.4K	2026-10-15
EverSource Wealth Advisors, LLC	DECREASED	1,232	2,368	-1,136	-48%	$26.8K	$9.6K	-$17.2K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	1,110	1,213	-103	-8%	$13.6K	$8.7K	-$4.9K	2026-10-08
Sterling Capital Management LLC	INCREASED	1,077	621	+456	+73%	$7.0K	$8.4K	+$1.4K	2026-10-22
IFP Advisors, Inc	DECREASED	983	991	-8	-1%	$11.2K	$7.7K	-$3.5K	2026-10-16
Nisa Investment Advisors, LLC	UNCHANGED	807	807	0	0%	$9.1K	$6.3K	-$2.8K	2026-10-20
Essential Partners LLC	DECREASED	772	1,038	-266	-26%	$11.8K	$6.0K	-$5.7K	2026-10-14
Asset Dedication, LLC	UNCHANGED	521	521	0	0%	$5.9K	$4.1K	-$1.8K	2026-11-03
Hurley Capital, LLC	UNCHANGED	470	470	0	0%	$5.3K	$3.7K	-$1.6K	2026-11-05
Harbour Investments, Inc.	UNCHANGED	294	294	0	0%	$3.3K	$2.3K	-$1.0K	2026-11-09
Provenance Wealth Advisors, LLC	NEW	208	—	+208	—	—	$1.6K	—	2026-10-30
SJS Investment Consulting Inc.	INCREASED	198	72	+126	+175%	$816	$1.6K	+$735	2026-10-26
PNC Financial Services Group, Inc.	DECREASED	129	348	-219	-63%	$3.9K	$1.0K	-$2.9K	2026-11-06
Clark Wealth Partners	NEW	107	—	+107	—	—	$838	—	2026-10-19
Root Financial Partners, LLC	NEW	104	—	+104	—	—	$814	—	2026-10-21
Peterson Wealth Services	UNCHANGED	100	100	0	0%	$1.1K	$783	-$349	2026-10-26
Nvwm, LLC	UNCHANGED	100	100	0	0%	$1.1K	$783	-$349	2026-10-14
Capital Advisors, Ltd. LLC	UNCHANGED	81	81	0	0%	$1	$1	$0	2026-10-27
Silver Grove Financial Group, Inc.	UNCHANGED	75	75	0	0%	$849	$587	-$262	2026-11-05
Marquette Asset Management, LLC	UNCHANGED	74	74	0	0%	$838	$580	-$258	2026-10-09
Bessemer Group Inc	NEW	67	—	+67	—	—	$1	—	2026-11-09
Accordant Advisory Group Inc	UNCHANGED	62	62	0	0%	$702	$486	-$216	2026-10-29
Parkside Financial Bank & Trust	UNCHANGED	60	60	0	0%	$679	$470	-$209	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	56	56	0	0%	$634	$438	-$196	2026-10-08
Atlantic Private Wealth, LLC	NEW	48	—	+48	—	—	$376	—	2026-11-09
Noble Wealth Management PBC	UNCHANGED	44	44	0	0%	$498	$345	-$153	2026-10-01
PlanVest Financial, Inc	UNCHANGED	25	25	0	0%	$283	$196	-$87	2026-11-09
Fifth Third Bancorp	DECREASED	22	42	-20	-48%	$475	$172	-$303	2026-11-05
Balance Wealth Partners LLC	NEW	18	—	+18	—	—	$141	—	2026-10-27
Covestor Ltd	DECREASED	13	23	-10	-43%	$0	$0	$0	2026-10-30
Key FInancial Inc	UNCHANGED	12	12	0	0%	$136	$94	-$42	2026-11-02
TD Waterhouse Canada Inc.	UNCHANGED	10	10	0	0%	$115	$81	-$34	2026-10-16
Fairway Wealth LLC	NEW	6	—	+6	—	—	$47	—	2026-10-30
Larson Financial Group LLC	UNCHANGED	6	6	0	0%	$68	$47	-$21	2026-11-05
Clearstead Advisors, LLC	DECREASED	4	66	-62	-94%	$748	$32	-$716	2026-11-06
Phoenix Financial Ltd.	CLOSED	0	15,290	-15,290	-100%	$172.6K	$0	-$172.6K	2026-11-09
Intech Investment Management LLC	CLOSED	0	12,952	-12,952	-100%	$146.6K	$0	-$146.6K	2026-11-09
Cornerstone Wealth Management, LLC	CLOSED	0	11,793	-11,793	-100%	$133.5K	$0	-$133.5K	2026-11-04
Merit Financial Group, LLC	CLOSED	0	11,479	-11,479	-100%	$129.9K	$0	-$129.9K	2026-11-06
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	6,560	-6,560	-100%	$74.3K	$0	-$74.3K	2026-11-03
Versant Capital Management, Inc	CLOSED	0	1,281	-1,281	-100%	$14.5K	$0	-$14.5K	2026-10-02
Salem Investment Counselors Inc	CLOSED	0	705	-705	-100%	$8.0K	$0	-$8.0K	2026-10-13
MCF Advisors LLC	CLOSED	0	159	-159	-100%	$1.8K	$0	-$1.8K	2026-10-28
Wealth Enhancement Trust Services, Inc.	CLOSED	0	140	-140	-100%	$1.6K	$0	-$1.6K	2026-10-07
Institute for Wealth Management, Llc.	CLOSED	0	34	-34	-100%	$385	$0	-$385	2026-11-06
BlackRock, Inc.	N/A	—	4,543,146	-4,543,146	-100%	$51.4M	—	—	—
Paradigm Capital Management Inc	N/A	—	2,511,992	-2,511,992	-100%	$28.4M	—	—	—
American Capital Management Inc	N/A	—	2,407,398	-2,407,398	-100%	$27.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,838,294	-1,838,294	-100%	$20.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,648,666	-1,648,666	-100%	$18.7M	—	—	—
No Street GP LP	N/A	—	1,525,000	-1,525,000	-100%	$17.3M	—	—	—
One Fin Capital Management LP	N/A	—	1,430,000	-1,430,000	-100%	$16.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,342,253	-1,342,253	-100%	$15.2M	—	—	—
Federated Hermes, Inc.	N/A	—	1,279,897	-1,279,897	-100%	$14.5M	—	—	—
State Street Corp	N/A	—	1,247,831	-1,247,831	-100%	$14.1M	—	—	—
AQR Capital Management LLC	N/A	—	1,167,759	-1,167,759	-100%	$12.8M	—	—	—
Two Sigma Investments, LP	N/A	—	807,773	-807,773	-100%	$9.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	777,200	-777,200	-100%	$8.8M	—	—	—
Morgan Stanley	N/A	—	716,669	-716,669	-100%	$8.1M	—	—	—
Marshall Wace, LLP	N/A	—	545,186	-545,186	-100%	$6.2M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	388,882	-388,882	-100%	$4.4M	—	—	—
Northern Trust Corp	N/A	—	380,622	-380,622	-100%	$4.3M	—	—	—
Trexquant Investment LP	N/A	—	371,828	-371,828	-100%	$4.2M	—	—	—
Globeflex Capital L P	N/A	—	308,748	-308,748	-100%	$3.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	307,006	-307,006	-100%	$3.5M	—	—	—
Millennium Management LLC	N/A	—	292,947	-292,947	-100%	$3.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	292,100	-292,100	-100%	$3.3M	—	—	—
Kovack Advisors, Inc.	N/A	—	283,986	-283,986	-100%	$3.3M	—	—	—
Renaissance Technologies LLC	N/A	—	262,568	-262,568	-100%	$3.0M	—	—	—
Algert Global LLC	N/A	—	260,427	-260,427	-100%	$2.9M	—	—	—
Pacer Advisors, Inc.	N/A	—	251,272	-251,272	-100%	$2.8M	—	—	—
Franklin Resources Inc	N/A	—	241,305	-241,305	-100%	$2.7M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	214,328	-214,328	-100%	$2.4M	—	—	—
Invesco Ltd.	N/A	—	210,693	-210,693	-100%	$2.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	207,381	-207,381	-100%	$2.3M	—	—	—
Massachusetts Financial Services Co	N/A	—	194,453	-194,453	-100%	$2.2M	—	—	—
Raymond James Financial Inc	N/A	—	157,321	-157,321	-100%	$1.8M	—	—	—
Voya Investment Management LLC	N/A	—	153,430	-153,430	-100%	$1.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	144,468	-144,468	-100%	$1.6M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	142,979	-142,979	-100%	$1.6M	—	—	—
Panagora Asset Management Inc	N/A	—	140,433	-140,433	-100%	$1.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	134,053	-134,053	-100%	$1.5M	—	—	—
JPMorgan Chase & Co	N/A	—	120,297	-120,297	-100%	$1.3M	—	—	—
Bank of America Corp	N/A	—	103,700	-103,700	-100%	$1.2M	—	—	—
Boothbay Fund Management, LLC	N/A	—	84,239	-84,239	-100%	$953.6K	—	—	—
Citadel Advisors LLC	N/A	—	83,862	-83,862	-100%	$949.3K	—	—	—
UBS Group AG	N/A	—	82,127	-82,127	-100%	$929.7K	—	—	—
IEQ Capital, LLC	N/A	—	79,570	-79,570	-100%	$900.7K	—	—	—
American Century Companies Inc	N/A	—	76,530	-76,530	-100%	$866.3K	—	—	—
Quantinno Capital Management LP	N/A	—	75,101	-75,101	-100%	$850.2K	—	—	—
Graham Capital Management, L.P.	N/A	—	72,611	-72,611	-100%	$822.0K	—	—	—
Tudor Investment Corp ET AL	N/A	—	71,252	-71,252	-100%	$806.6K	—	—	—
Point72 Asset Management, L.P.	N/A	—	70,951	-70,951	-100%	$803.2K	—	—	—
Wells Fargo & Company	N/A	—	69,238	-69,238	-100%	$783.8K	—	—	—
FMR LLC	N/A	—	65,918	-65,918	-100%	$746.2K	—	—	—
Mariner, LLC	N/A	—	63,314	-63,314	-100%	$716.5K	—	—	—
Numerai GP LLC	N/A	—	62,844	-62,844	-100%	$711.4K	—	—	—
Ares Systematic Credit Ltd	N/A	—	61,428	-61,428	-100%	$695.4K	—	—	—
SG Americas Securities, LLC	N/A	—	57,320	-57,320	-100%	$649.0K	—	—	—
Rhumbline Advisers	N/A	—	56,077	-56,077	-100%	$634.8K	—	—	—
Alliancebernstein L.P.	N/A	—	50,720	-50,720	-100%	$320.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	44,172	-44,172	-100%	$500.0K	—	—	—
HSBC Holdings PLC	N/A	—	43,899	-43,899	-100%	$497.4K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	40,506	-40,506	-100%	$458.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	38,781	-38,781	-100%	$439.0K	—	—	—
Cerity Partners LLC	N/A	—	35,640	-35,640	-100%	$403.4K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	32,588	-32,588	-100%	$368.9K	—	—	—
XTX Topco Ltd	N/A	—	28,743	-28,743	-100%	$325.4K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	26,672	-26,672	-100%	$301.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	25,329	-25,329	-100%	$286.7K	—	—	—
Group One Trading LLC	N/A	—	25,299	-25,299	-100%	$286.4K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	23,945	-23,945	-100%	$271.1K	—	—	—
Prelude Capital Management, LLC	N/A	—	23,066	-23,066	-100%	$261.1K	—	—	—
AXQ Capital, LP	N/A	—	22,843	-22,843	-100%	$258.6K	—	—	—
Canada Pension Plan Investment Board	N/A	—	22,800	-22,800	-100%	$258.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	21,115	-21,115	-100%	$239.0K	—	—	—
Caprock Group, LLC	N/A	—	18,544	-18,544	-100%	$209.9K	—	—	—
Captrust Financial Advisors	N/A	—	17,809	-17,809	-100%	$201.6K	—	—	—
SEI Investments Co	N/A	—	16,440	-16,440	-100%	$186.1K	—	—	—
Martingale Asset Management L P	N/A	—	13,932	-13,932	-100%	$157.7K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	13,154	-13,154	-100%	$148.9K	—	—	—
Pallas Capital Advisors LLC	N/A	—	12,339	-12,339	-100%	$139.7K	—	—	—
Arax Advisory Partners	N/A	—	12,326	-12,326	-100%	$139.5K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	11,928	-11,928	-100%	$135.0K	—	—	—
New York State Common Retirement Fund	N/A	—	11,549	-11,549	-100%	$130.7K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	11,516	-11,516	-100%	$130.4K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	11,160	-11,160	-100%	$126.3K	—	—	—
Private Advisor Group, LLC	N/A	—	11,095	-11,095	-100%	$125.6K	—	—	—
Focus Partners Wealth	N/A	—	10,939	-10,939	-100%	$123.8K	—	—	—
Winton Group Ltd	N/A	—	10,700	-10,700	-100%	$121.1K	—	—	—
Prudential Financial Inc	N/A	—	10,308	-10,308	-100%	$116.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,029	-8,029	-100%	$90.9K	—	—	—
Royal Bank of Canada	N/A	—	7,750	-7,750	-100%	$87.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	7,221	-7,221	-100%	$81.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	6,797	-6,797	-100%	$76.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	4,436	-4,436	-100%	$47.1K	—	—	—
Legal & General Group Plc	N/A	—	4,331	-4,331	-100%	$49.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,358	-3,358	-100%	$38.0K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	2,950	-2,950	-100%	$33.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,676	-1,676	-100%	$19.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,553	-1,553	-100%	$17.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,221	-1,221	-100%	$13.8K	—	—	—
Truvestments Capital LLC	N/A	—	900	-900	-100%	$10.2K	—	—	—
SHP Wealth Management	N/A	—	867	-867	-100%	$9.8K	—	—	—
California State Teachers Retirement System	N/A	—	615	-615	-100%	$7.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	565	-565	-100%	$6.4K	—	—	—
Rothschild Investment LLC	N/A	—	457	-457	-100%	$5.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	314	-314	-100%	$3.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	313	-313	-100%	$3.5K	—	—	—
Purpose Unlimited Inc.	N/A	—	285	-285	-100%	$3.3K	—	—	—
Pinney & Scofield, Inc.	N/A	—	200	-200	-100%	$2.3K	—	—	—
Cornerstone Financial Management LLC	N/A	—	167	-167	-100%	$1.9K	—	—	—
National Bank of Canada	N/A	—	159	-159	-100%	$1.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	130	-130	-100%	$1.4K	—	—	—
BFC Planning, Inc.	N/A	—	125	-125	-100%	$1.4K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	119	-119	-100%	$1.3K	—	—	—
Core Capital Management & Research, inc.	N/A	—	117	-117	-100%	$943	—	—	—
Optiver Holding B.V.	N/A	—	94	-94	-100%	$1.1K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	94	-94	-100%	$1.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	75	-75	-100%	$849	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	62	-62	-100%	$702	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	62	-62	-100%	$702	—	—	—
TD Capital Management LLC	N/A	—	59	-59	-100%	$668	—	—	—
Rialto Wealth Management, LLC	N/A	—	58	-58	-100%	$657	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	14	-14	-100%	$158	—	—	—
Quarry LP	N/A	—	11	-11	-100%	$125	—	—	—
Boreal Capital Management LLC	N/A	—	9	-9	-100%	$102	—	—	—
JPL Wealth Management, LLC	N/A	—	8	-8	-100%	$91	—	—	—
Crewe Advisors LLC	N/A	—	1	-1	-100%	$12	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	0	0	—	$1	—	—	—

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