Chesapeake Utilities Corp (CPK)

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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Geode Capital Management, LLC

DECREASED

Shares619,105 from 623,922

Change-4,817 (-1%)

Value$79.5M (+$3.1M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares451,244 from 443,510

Change+7,734 (+2%)

Value$58.0M (+$3.6M)

Filed 2026-11-04

Copeland Capital Management, LLC

DECREASED

Shares432,870 from 445,383

Change-12,513 (-3%)

Value$55.6M (+$1.1M)

Filed 2026-10-13

Boston Trust Walden Corp

DECREASED

Shares286,489 from 302,719

Change-16,230 (-5%)

Value$36.8M (-$274.6K)

Filed 2026-10-30

Bank of New York Mellon Corp

DECREASED

Shares210,607 from 211,748

Change-1,141 (-1%)

Value$27.1M (+$1.1M)

Filed 2026-11-05

Tributary Capital Management, LLC

INCREASED

Shares151,239 from 118,708

Change+32,531 (+27%)

Value$19.4M (+$4.9M)

Filed 2026-10-28

Principal Financial Group Inc

DECREASED

Shares115,207 from 116,021

Change-814 (-1%)

Value$14.8M (+$589.2K)

Filed 2026-11-02

ProShare Advisors LLC

INCREASED

Shares78,013 from 60,182

Change+17,831 (+30%)

Value$10.0M (+$2.7M)

Filed 2026-10-29

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares63,255 from 48,387

Change+14,868 (+31%)

Value$8.1M (+$2.2M)

Filed 2026-11-03

Exchange Traded Concepts, LLC

INCREASED

Shares62,058 from 62,053

Change+5 (+0%)

Value$8.0M (+$371.7K)

Filed 2026-10-28

Strs Ohio

INCREASED

Shares56,300 from 51,600

Change+4,700 (+9%)

Value$7.2M (+$912.3K)

Filed 2026-10-30

Clear Harbor Asset Management, LLC

INCREASED

Shares49,640 from 49,549

Change+91 (+0%)

Value$6.4M (+$308.0K)

Filed 2026-11-05

Mutual of America Capital Management LLC

DECREASED

Shares49,536 from 50,167

Change-631 (-1%)

Value$6.4M (+$218.9K)

Filed 2026-10-23

Moody Aldrich Partners LLC

INCREASED

Shares47,616 from 42,577

Change+5,039 (+12%)

Value$6.1M (+$901.9K)

Filed 2026-10-27

Bahl & Gaynor LLC

DECREASED

Shares42,435 from 49,229

Change-6,794 (-14%)

Value$5.5M (-$578.4K)

Filed 2026-11-05

Deutsche Bank Ag\

INCREASED

Shares41,919 from 34,341

Change+7,578 (+22%)

Value$5.4M (+$1.2M)

Filed 2026-11-06

Wedge Capital Management L L P

DECREASED

Shares35,131 from 35,271

Change-140 (0%)

Value$4.5M (+$192.9K)

Filed 2026-10-13

Russell Investments Group, Ltd.

DECREASED

Shares27,937 from 43,555

Change-15,618 (-36%)

Value$3.6M (-$1.7M)

Filed 2026-11-06

Hennessy Advisors Inc

UNCHANGED

Shares26,758 from 26,758

Change0 (0%)

Value$3.4M (+$160.0K)

Filed 2026-10-28

Maryland State Retirement & Pension System

INCREASED

Shares26,206 from 26,023

Change+183 (+1%)

Value$3.4M (+$179.1K)

Filed 2026-11-05

Tufton Capital Management

UNCHANGED

Shares25,375 from 25,375

Change0 (0%)

Value$3.3M (+$152.0K)

Filed 2026-10-20

Riverwater Partners LLC

INCREASED

Shares20,772 from 17,798

Change+2,974 (+17%)

Value$2.3M (+$132.3K)

Filed 2026-11-03

Cox Capital Mgt LLC

DECREASED

Shares19,395 from 19,540

Change-145 (-1%)

Value$2.5M (+$98.2K)

Filed 2026-10-07

MGO One Seven LLC

INCREASED

Shares18,952 from 18,926

Change+26 (+0%)

Value$2.4M (+$116.6K)

Filed 2026-10-28

LPL Financial LLC

INCREASED

Shares18,380 from 16,774

Change+1,606 (+10%)

Value$2.4M (+$306.6K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares17,784 from 10,266

Change+7,518 (+73%)

Value$2.3M (+$1.0M)

Filed 2026-11-02

Fruth Investment Management

DECREASED

Shares17,313 from 17,449

Change-136 (-1%)

Value$2.2M (+$87.0K)

Filed 2026-10-13

Albert D Mason Inc

INCREASED

Shares17,164 from 17,096

Change+68 (+0%)

Value$2.2M (+$111.0K)

Filed 2026-10-27

Linden Thomas Advisory Services, LLC

INCREASED

Shares16,705 from 15,441

Change+1,264 (+8%)

Value$2.1M (+$254.7K)

Filed 2026-10-19

Prospera Financial Services Inc

DECREASED

Shares16,697 from 16,980

Change-283 (-2%)

Value$2.3M (+$198.6K)

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares15,332 from 15,763

Change-431 (-3%)

Value$2.0M (+$39.0K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

DECREASED

Shares15,272 from 15,357

Change-85 (-1%)

Value$2.0M (+$80.9K)

Filed 2026-11-06

Dana Investment Advisors, Inc.

DECREASED

Shares14,585 from 15,405

Change-820 (-5%)

Value$1.9M (-$13.2K)

Filed 2026-11-06

Fifth Third Bancorp

DECREASED

Shares14,575 from 14,613

Change-38 (0%)

Value$1.9M (+$82.6K)

Filed 2026-11-05

Illinois Municipal Retirement Fund

INCREASED

Shares12,289 from 12,175

Change+114 (+1%)

Value$1.6M (+$87.5K)

Filed 2026-11-05

State of New Jersey Common Pension Fund D

DECREASED

Shares11,666 from 16,463

Change-4,797 (-29%)

Value$1.5M (-$517.8K)

Filed 2026-11-05

AGP Franklin, LLC

INCREASED

Shares10,554 from 9,227

Change+1,327 (+14%)

Value$1.4M (+$225.7K)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

INCREASED

Shares10,464 from 10,111

Change+353 (+3%)

Value$1.3M (+$106.0K)

Filed 2026-10-22

Louisiana State Employees Retirement System

DECREASED

Shares10,300 from 10,500

Change-200 (-2%)

Value$1.3M (+$37.1K)

Filed 2026-10-20

Barclays PLC

INCREASED

Shares9,869 from 4,243

Change+5,626 (+133%)

Value$1.3M (+$748.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares8,944 from 6,255

Change+2,689 (+43%)

Value$1.1M (+$340.2K)

Filed 2026-10-13

Brookstone Capital Management

UNCHANGED

Shares8,553 from 8,553

Change0 (0%)

Value$1.1M (+$51.1K)

Filed 2026-10-22

Amundi

INCREASED

Shares8,101 from 7,840

Change+261 (+3%)

Value$1.0M (+$80.4K)

Filed 2026-11-06

ICW Investment Advisors LLC

DECREASED

Shares7,834 from 8,209

Change-375 (-5%)

Value$1.0M (+$995)

Filed 2026-10-27

Commonwealth Equity Services, LLC

INCREASED

Shares7,514 from 7,245

Change+269 (+4%)

Value$965.2K (+$77.8K)

Filed 2026-11-02

Arizona State Retirement System

INCREASED

Shares6,761 from 6,619

Change+142 (+2%)

Value$868.5K (+$57.8K)

Filed 2026-11-03

Amalgamated Bank

DECREASED

Shares6,254 from 6,456

Change-202 (-3%)

Value$803.0K (+$12.0K)

Filed 2026-10-23

Citigroup Inc

DECREASED

Shares6,189 from 14,929

Change-8,740 (-59%)

Value$795.0K (-$1.0M)

Filed 2026-11-04

Yousif Capital Management, LLC

DECREASED

Shares6,079 from 6,348

Change-269 (-4%)

Value$780.9K (+$3.4K)

Filed 2026-10-22

Inspire Investing, LLC

DECREASED

Shares6,020 from 8,465

Change-2,445 (-29%)

Value$773.4K (-$263.4K)

Filed 2026-10-22

New York State Teachers Retirement System

UNCHANGED

Shares5,757 from 5,757

Change0 (0%)

Value$740.0K (+$35.0K)

Filed 2026-10-22

Spirit of America Management Corp

UNCHANGED

Shares5,550 from 5,550

Change0 (0%)

Value$713.0K (+$33.2K)

Filed 2026-10-14

Legacy Wealth Asset Management, LLC

DECREASED

Shares5,546 from 6,752

Change-1,206 (-18%)

Value$712.4K (-$114.5K)

Filed 2026-10-09

Oregon Public Employees Retirement Fund

UNCHANGED

Shares5,448 from 5,448

Change0 (0%)

Value$699.9K (+$32.6K)

Filed 2026-10-30

Alps Advisors Inc

DECREASED

Shares5,251 from 7,113

Change-1,862 (-26%)

Value$674.5K (-$196.7K)

Filed 2026-11-03

Ethic Inc.

INCREASED

Shares5,156 from 4,837

Change+319 (+7%)

Value$662.3K (+$69.9K)

Filed 2026-11-03

US Bancorp \de\

INCREASED

Shares5,109 from 4,457

Change+652 (+15%)

Value$656.3K (+$110.4K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares4,739 from 8,647

Change-3,908 (-45%)

Value$608.0K (-$450.0K)

Filed 2026-10-15

Wealthcare Capital Partners, LLC

INCREASED

Shares4,534 from 4,521

Change+13 (+0%)

Value$582.4K (+$28.7K)

Filed 2026-10-21

Adell Harriman & Carpenter Inc

DECREASED

Shares4,400 from 4,500

Change-100 (-2%)

Value$565.2K (+$14.1K)

Filed 2026-11-02

Pictet Asset Management Holding SA

INCREASED

Shares4,320 from 4,061

Change+259 (+6%)

Value$554.9K (+$57.6K)

Filed 2026-11-03

Keybank National Association

INCREASED

Shares4,223 from 4,195

Change+28 (+1%)

Value$542.5K (+$28.7K)

Filed 2026-11-04

Spectrum Strategic Capital Management, LLC

UNCHANGED

Shares3,873 from 3,873

Change0 (0%)

Value$497.5K (+$23.2K)

Filed 2026-10-22

Quadrant Capital Group LLC

DECREASED

Shares3,757 from 3,782

Change-25 (-1%)

Value$487.5K (+$24.3K)

Filed 2026-10-20

Imc-Chicago, LLC

NEW

Shares3,381

Change+3,381

Value$434.3K

Filed 2026-11-05

Folger Nolan Fleming Douglas Capital Management, Inc

UNCHANGED

Shares3,230 from 3,230

Change0 (0%)

Value$414.9K (+$19.3K)

Filed 2026-10-13

Forvis Mazars Wealth Advisors, LLC

UNCHANGED

Shares3,088 from 3,088

Change0 (0%)

Value$396.7K (+$18.5K)

Filed 2026-10-13

Armstrong Advisory Group, Inc

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$385.4K (+$17.9K)

Filed 2026-10-09

Nisa Investment Advisors, LLC

DECREASED

Shares2,639 from 2,823

Change-184 (-7%)

Value$341.1K (-$6.5K)

Filed 2026-10-20

Xponance LLC

INCREASED

Shares2,598 from 2,440

Change+158 (+6%)

Value$333.7K (+$34.9K)

Filed 2026-11-03

Park National Corp

UNCHANGED

Shares2,351 from 2,351

Change0 (0%)

Value$302.0K (+$14.1K)

Filed 2026-10-05

Kestra Advisory Services, LLC

INCREASED

Shares2,323 from 1,961

Change+362 (+18%)

Value$298.4K (+$58.2K)

Filed 2026-11-02

Nykredit A/S

INCREASED

Shares2,294 from 669

Change+1,625 (+243%)

Value$294.7K (+$212.7K)

Filed 2026-11-06

Merit Financial Group, LLC

INCREASED

Shares2,259 from 1,728

Change+531 (+31%)

Value$290.2K (+$78.5K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares2,210 from 2,160

Change+50 (+2%)

Value$283.9K (+$19.3K)

Filed 2026-10-08

IFM Investors Pty Ltd

INCREASED

Shares2,197 from 1,677

Change+520 (+31%)

Value$282.2K (+$76.8K)

Filed 2026-10-14

Teza Capital Management LLC

NEW

Shares2,008

Change+2,008

Value$257.9K

Filed 2026-10-23

Personal CFO Solutions, LLC

DECREASED

Shares1,719 from 1,850

Change-131 (-7%)

Value$222.1K (-$5.9K)

Filed 2026-11-06

Abel Hall, LLC

NEW

Shares1,712

Change+1,712

Value$220.0K

Filed 2026-10-19

Park Avenue Securities LLC

DECREASED

Shares1,679 from 1,946

Change-267 (-14%)

Value$216.0K (-$22.0K)

Filed 2026-10-26

Choreo, LLC

DECREASED

Shares1,627 from 1,639

Change-12 (-1%)

Value$210.2K (+$8.4K)

Filed 2026-10-28

Evergreen Capital Management LLC

DECREASED

Shares1,624 from 1,730

Change-106 (-6%)

Value$209.8K (-$3.4K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

NEW

Shares1,611

Change+1,611

Value$207.0K

Filed 2026-11-02

Greenleaf Trust

NEW

Shares1,611

Change+1,611

Value$206.9K

Filed 2026-10-29

Virginia Retirement Systems ET Al

NEW

Shares1,600

Change+1,600

Value$205.5K

Filed 2026-10-28

Bokf, NA

DECREASED

Shares1,400 from 1,490

Change-90 (-6%)

Value$179.8K (-$2.7K)

Filed 2026-10-27

Wilmington Savings Fund Society, FSB

DECREASED

Shares1,114 from 1,560

Change-446 (-29%)

Value$143.1K (-$48.0K)

Filed 2026-10-23

Tradewinds Capital Management, LLC

UNCHANGED

Shares1,018 from 1,018

Change0 (0%)

Value$130.8K (+$6.1K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares1,012 from 1,002

Change+10 (+1%)

Value$130.0K (+$7.3K)

Filed 2026-10-08

KBC Group NV

UNCHANGED

Shares773 from 773

Change0 (0%)

Value$99.0K (+$4.0K)

Filed 2026-10-22

Versant Capital Management, Inc

INCREASED

Shares688 from 304

Change+384 (+126%)

Value$88.4K (+$51.1K)

Filed 2026-10-02

UMB Bank, n.a.

INCREASED

Shares593 from 399

Change+194 (+49%)

Value$76.2K (+$27.3K)

Filed 2026-11-06

Allworth Financial LP

INCREASED

Shares557 from 544

Change+13 (+2%)

Value$68.2K (+$1.6K)

Filed 2026-11-06

Archer Investment Corp

NEW

Shares525

Change+525

Value$67.4K

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares506 from 483

Change+23 (+5%)

Value$65.0K (+$5.8K)

Filed 2026-10-27

Sterling Capital Management LLC

DECREASED

Shares476 from 490

Change-14 (-3%)

Value$61.1K (+$1.1K)

Filed 2026-10-22

Rossby Financial, LCC

UNCHANGED

Shares465 from 465

Change0 (0%)

Value$59.7K (+$2.8K)

Filed 2026-11-05

Signaturefd, LLC

INCREASED

Shares452 from 403

Change+49 (+12%)

Value$58.1K (+$8.7K)

Filed 2026-10-23

Creative Financial Designs Inc

DECREASED

Shares450 from 452

Change-2 (0%)

Value$57.8K (+$2.4K)

Filed 2026-11-04

Assetmark, Inc

UNCHANGED

Shares342 from 342

Change0 (0%)

Value$43.9K (+$2.0K)

Filed 2026-10-21

EverSource Wealth Advisors, LLC

UNCHANGED

Shares339 from 339

Change0 (0%)

Value$43.5K (+$2.0K)

Filed 2026-11-04

Entrust Financial LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$38.5K (+$1.8K)

Filed 2026-11-04

First Bancorp, Inc

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$38.5K (+$1.8K)

Filed 2026-10-26

Heritage Family Offices, LLP

NEW

Shares276

Change+276

Value$35.4K

Filed 2026-11-02

Lanark Financial, Inc.

UNCHANGED

Shares255 from 255

Change0 (0%)

Value$32.8K (+$1.5K)

Filed 2026-10-26

Farmers & Merchants Investments Inc

INCREASED

Shares238 from 228

Change+10 (+4%)

Value$30.6K (+$2.6K)

Filed 2026-10-22

JFS Wealth Advisors, LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$28.9K (+$1.3K)

Filed 2026-11-03

Ares Financial Consulting, LLC

UNCHANGED

Shares216 from 216

Change0 (0%)

Value$27.7K (+$1.3K)

Filed 2026-10-19

Foster Dykema Cabot & Partners, LLC

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$22.6K (+$1.0K)

Filed 2026-10-30

Private Trust Co NA

INCREASED

Shares170 from 133

Change+37 (+28%)

Value$21.8K (+$5.5K)

Filed 2026-10-20

Essential Partners LLC

INCREASED

Shares169 from 155

Change+14 (+9%)

Value$21.7K (+$2.7K)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares163 from 134

Change+29 (+22%)

Value$20.9K (+$4.5K)

Filed 2026-10-16

Fortis Group Advisors, LLC

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$18.8K (+$873)

Filed 2026-11-06

Parkside Financial Bank & Trust

INCREASED

Shares137 from 131

Change+6 (+5%)

Value$17.6K (+$1.6K)

Filed 2026-10-27

Daiwa Securities Group Inc.

INCREASED

Shares131 from 124

Change+7 (+6%)

Value$16.8K (+$1.6K)

Filed 2026-10-29

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares116 from 164

Change-48 (-29%)

Value$14.9K (-$5.2K)

Filed 2026-10-05

Caitong International Asset Management Co., Ltd

NEW

Shares113

Change+113

Value$14.5K

Filed 2026-10-29

Salomon & Ludwin, LLC

INCREASED

Shares112 from 33

Change+79 (+239%)

Value$14.4K (+$10.3K)

Filed 2026-10-29

Parallel Advisors, LLC

INCREASED

Shares97 from 56

Change+41 (+73%)

Value$12.5K (+$5.6K)

Filed 2026-11-03

Retirement Wealth Solutions LLC

UNCHANGED

Shares93 from 93

Change0 (0%)

Value$11.9K (+$572)

Filed 2026-10-07

Acumen Wealth Advisors, LLC

INCREASED

Shares92 from 82

Change+10 (+12%)

Value$11.9K (+$1.8K)

Filed 2026-11-05

SJS Investment Consulting Inc.

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$11.4K (+$532)

Filed 2026-10-26

Fortitude Family Office, LLC

INCREASED

Shares66 from 13

Change+53 (+408%)

Value$8.5K (+$6.9K)

Filed 2026-10-14

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$7.5K (+$347)

Filed 2026-11-05

Larson Financial Group LLC

DECREASED

Shares50 from 142

Change-92 (-65%)

Value$6.4K (-$10.9K)

Filed 2026-11-05

Bare Financial Services, Inc

DECREASED

Shares50 from 74

Change-24 (-32%)

Value$6.4K (-$2.6K)

Filed 2026-11-04

Pflug Koory, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$6.4K (+$299)

Filed 2026-10-26

First Horizon Corp

DECREASED

Shares49 from 50

Change-1 (-2%)

Value$6.3K (+$171)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares45

Change+45

Value$5.8K

Filed 2026-10-21

First United Bank & Trust

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$4.9K (+$227)

Filed 2026-10-22

TD Private Client Wealth LLC

INCREASED

Shares33 from 25

Change+8 (+32%)

Value$4.2K (+$1.2K)

Filed 2026-10-28

Bell Investment Advisors, Inc

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$4.1K (+$191)

Filed 2026-10-29

Elyxium Wealth, LLC

NEW

Shares29

Change+29

Value$3.7K

Filed 2026-10-27

True Wealth Design, LLC

NEW

Shares24

Change+24

Value$3.1K

Filed 2026-10-13

WPG Advisers, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$3.0K (+$138)

Filed 2026-10-27

GK Wealth Management LLC

NEW

Shares20

Change+20

Value$2.6K

Filed 2026-10-09

Cullen T Bankers, Inc.

NEW

Shares20

Change+20

Value$2.6K

Filed 2026-10-28

Mather Group, Llc.

NEW

Shares20

Change+20

Value$2.6K

Filed 2026-10-14

Clearstead Advisors, LLC

INCREASED

Shares17 from 15

Change+2 (+13%)

Value$2.2K (+$346)

Filed 2026-11-06

Clark Wealth Partners

NEW

Shares15

Change+15

Value$1.9K

Filed 2026-10-19

UMB Private Wealth Management, LLC

NEW

Shares14

Change+14

Value$1.8K

Filed 2026-10-19

Private Wealth Management Group, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.8K (+$84)

Filed 2026-10-19

Aventus Investment Advisors, Inc.

NEW

Shares13

Change+13

Value$1.7K

Filed 2026-10-09

Creative Capital Management Investments LLC

INCREASED

Shares8 from 5

Change+3 (+60%)

Value$1.0K (+$416)

Filed 2026-10-28

Valley National Advisers Inc

NEW

Shares7

Change+7

Value$900

Filed 2026-10-23

Physician Wealth Advisors, Inc.

NEW

Shares7

Change+7

Value$900

Filed 2026-10-20

CX Institutional

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$1 ($0)

Filed 2026-10-02

Provenance Wealth Advisors, LLC

NEW

Shares5

Change+5

Value$642

Filed 2026-10-30

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$643 (+$30)

Filed 2026-10-16

Hughes Financial Services, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$678 (+$66)

Filed 2026-10-30

Covestor Ltd

DECREASED

Shares3 from 6

Change-3 (-50%)

Value$1 ($0)

Filed 2026-10-30

Bay Harbor Wealth Management, LLC

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$387 (+$142)

Filed 2026-11-03

Financial Consulate, Inc

NEW

Shares2

Change+2

Value$257

Filed 2026-10-23

Davis Capital Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$257 (+$12)

Filed 2026-10-08

Gilpin Wealth Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$257 (+$12)

Filed 2026-10-09

Reaves W H & Co Inc

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$2.4M)

Filed 2026-11-06

MacKenzie Financial Corp

CLOSED

Shares0 from 3,279

Change-3,279 (-100%)

Value$0 (-$401.6K)

Filed 2026-11-02

Byrne Asset Management LLC

CLOSED

Shares0 from 1,176

Change-1,176 (-100%)

Value$0 (-$144.0K)

Filed 2026-10-06

Beacon Investment Advisory Services, Inc.

CLOSED

Shares0 from 220

Change-220 (-100%)

Value$0 (-$26.9K)

Filed 2026-10-13

Cornerstone Planning Group LLC

CLOSED

Shares0 from 157

Change-157 (-100%)

Value$0 (-$21.2K)

Filed 2026-10-16

MCF Advisors LLC

CLOSED

Shares0 from 156

Change-156 (-100%)

Value$0 (-$19.2K)

Filed 2026-10-28

Centerpoint Advisors, LLC

CLOSED

Shares0 from 155

Change-155 (-100%)

Value$0 (-$19.0K)

Filed 2026-11-05

CoreCap Advisors, LLC

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-08

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$857)

Filed 2026-11-04

Avion Wealth

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-04

Fulcrum Asset Management LLP

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$248)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-11-06

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 3,749,062

Change-3,749,062 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 2,493,254

Change-2,493,254 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,342,310

Change-1,342,310 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 1,098,388

Change-1,098,388 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,081,990

Change-1,081,990 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 939,774

Change-939,774 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 850,515

Change-850,515 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 704,427

Change-704,427 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 550,834

Change-550,834 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 457,461

Change-457,461 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 368,781

Change-368,781 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 293,078

Change-293,078 (-100%)

Value—

Cbre Investment Management Listed Real Assets LLC

N/A

Shares— from 289,803

Change-289,803 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 281,582

Change-281,582 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 278,825

Change-278,825 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 240,408

Change-240,408 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 231,779

Change-231,779 (-100%)

Value—

Energy Income Partners, LLC

N/A

Shares— from 204,771

Change-204,771 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 177,783

Change-177,783 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 161,176

Change-161,176 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 158,959

Change-158,959 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 134,121

Change-134,121 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 123,171

Change-123,171 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 117,674

Change-117,674 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 114,531

Change-114,531 (-100%)

Value—

UBS Group AG

N/A

Shares— from 107,880

Change-107,880 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 91,913

Change-91,913 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 88,893

Change-88,893 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 84,099

Change-84,099 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 82,467

Change-82,467 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 81,330

Change-81,330 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 76,529

Change-76,529 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 66,220

Change-66,220 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 62,755

Change-62,755 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 61,876

Change-61,876 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 53,668

Change-53,668 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 52,643

Change-52,643 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 51,261

Change-51,261 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 50,451

Change-50,451 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 48,150

Change-48,150 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 43,552

Change-43,552 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 43,058

Change-43,058 (-100%)

Value—

Dean Investment Associates, LLC

N/A

Shares— from 39,532

Change-39,532 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 39,497

Change-39,497 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 39,050

Change-39,050 (-100%)

Value—

Cramer Rosenthal Mcglynn LLC

N/A

Shares— from 37,278

Change-37,278 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 37,186

Change-37,186 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 34,881

Change-34,881 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 33,518

Change-33,518 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 32,185

Change-32,185 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 29,838

Change-29,838 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 29,616

Change-29,616 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 29,291

Change-29,291 (-100%)

Value—

Dean Capital Management

N/A

Shares— from 28,712

Change-28,712 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 26,800

Change-26,800 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 25,857

Change-25,857 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 24,761

Change-24,761 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 24,151

Change-24,151 (-100%)

Value—

Town & Country Bank & Trust Co dba First Bankers Trust Co

N/A

Shares— from 23,759

Change-23,759 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 22,459

Change-22,459 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 22,428

Change-22,428 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 21,660

Change-21,660 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,106

Change-21,106 (-100%)

Value—

FourThought Financial Partners, LLC

N/A

Shares— from 20,500

Change-20,500 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 19,522

Change-19,522 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 18,445

Change-18,445 (-100%)

Value—

Magellan Asset Management Ltd

N/A

Shares— from 17,200

Change-17,200 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 15,810

Change-15,810 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 15,620

Change-15,620 (-100%)

Value—

Macquarie Group LTD

N/A

Shares— from 15,387

Change-15,387 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 15,104

Change-15,104 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 14,972

Change-14,972 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 14,136

Change-14,136 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 14,063

Change-14,063 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 13,492

Change-13,492 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 13,440

Change-13,440 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 12,592

Change-12,592 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 11,982

Change-11,982 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 11,527

Change-11,527 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 11,195

Change-11,195 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 11,083

Change-11,083 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 11,004

Change-11,004 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 10,984

Change-10,984 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 10,900

Change-10,900 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 10,574

Change-10,574 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 10,555

Change-10,555 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 10,103

Change-10,103 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 9,688

Change-9,688 (-100%)

Value—

Advisory Research Inc

N/A

Shares— from 9,350

Change-9,350 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 9,255

Change-9,255 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,685

Change-8,685 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,420

Change-8,420 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 8,392

Change-8,392 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,198

Change-8,198 (-100%)

Value—

Affinity Wealth Management LLC

N/A

Shares— from 7,991

Change-7,991 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 7,987

Change-7,987 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 7,520

Change-7,520 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 7,170

Change-7,170 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,093

Change-7,093 (-100%)

Value—

Cladis Investment Advisory, LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 6,950

Change-6,950 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 6,905

Change-6,905 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 6,638

Change-6,638 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 5,909

Change-5,909 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 5,850

Change-5,850 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 5,802

Change-5,802 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 5,648

Change-5,648 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 5,600

Change-5,600 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,598

Change-5,598 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,312

Change-5,312 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 5,140

Change-5,140 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 4,966

Change-4,966 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 4,934

Change-4,934 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 4,803

Change-4,803 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 4,797

Change-4,797 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 4,395

Change-4,395 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 4,280

Change-4,280 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 3,960

Change-3,960 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,949

Change-3,949 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 3,928

Change-3,928 (-100%)

Value—

Intrust Bank NA

N/A

Shares— from 3,794

Change-3,794 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 3,695

Change-3,695 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,650

Change-3,650 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,488

Change-3,488 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,405

Change-3,405 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,323

Change-3,323 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 3,029

Change-3,029 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 2,743

Change-2,743 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 2,715

Change-2,715 (-100%)

Value—

Boston Family Office LLC

N/A

Shares— from 2,550

Change-2,550 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 2,538

Change-2,538 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 2,496

Change-2,496 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 2,309

Change-2,309 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 2,235

Change-2,235 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,206

Change-2,206 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 2,192

Change-2,192 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 2,156

Change-2,156 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 2,147

Change-2,147 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,050

Change-2,050 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 1,975

Change-1,975 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,970

Change-1,970 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 1,970

Change-1,970 (-100%)

Value—

&partners

N/A

Shares— from 1,962

Change-1,962 (-100%)

Value—

Ellevest, Inc.

N/A

Shares— from 1,921

Change-1,921 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 1,912

Change-1,912 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 1,907

Change-1,907 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,890

Change-1,890 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 1,890

Change-1,890 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,660

Change-1,660 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,477

Change-1,477 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 1,352

Change-1,352 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 1,272

Change-1,272 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,133

Change-1,133 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,039

Change-1,039 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 959

Change-959 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 623

Change-623 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 581

Change-581 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 531

Change-531 (-100%)

Value—

SBI Okasan Asset Management Co.Ltd.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 239

Change-239 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 203

Change-203 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 197

Change-197 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 183

Change-183 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 158

Change-158 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 125

Change-125 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 118

Change-118 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 90

Change-90 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 50

Change-50 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 38

Change-38 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 35

Change-35 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Quarry LP

N/A

Shares— from 30

Change-30 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 8

Change-8 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 7

Change-7 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	619,105	623,922	-4,817	-1%	$76.4M	$79.5M	+$3.1M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	451,244	443,510	+7,734	+2%	$54.3M	$58.0M	+$3.6M	2026-11-04
Copeland Capital Management, LLC	DECREASED	432,870	445,383	-12,513	-3%	$54.6M	$55.6M	+$1.1M	2026-10-13
Boston Trust Walden Corp	DECREASED	286,489	302,719	-16,230	-5%	$37.1M	$36.8M	-$274.6K	2026-10-30
Bank of New York Mellon Corp	DECREASED	210,607	211,748	-1,141	-1%	$25.9M	$27.1M	+$1.1M	2026-11-05
Tributary Capital Management, LLC	INCREASED	151,239	118,708	+32,531	+27%	$14.5M	$19.4M	+$4.9M	2026-10-28
Principal Financial Group Inc	DECREASED	115,207	116,021	-814	-1%	$14.2M	$14.8M	+$589.2K	2026-11-02
ProShare Advisors LLC	INCREASED	78,013	60,182	+17,831	+30%	$7.4M	$10.0M	+$2.7M	2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	63,255	48,387	+14,868	+31%	$5.9M	$8.1M	+$2.2M	2026-11-03
Exchange Traded Concepts, LLC	INCREASED	62,058	62,053	+5	+0%	$7.6M	$8.0M	+$371.7K	2026-10-28
Strs Ohio	INCREASED	56,300	51,600	+4,700	+9%	$6.3M	$7.2M	+$912.3K	2026-10-30
Clear Harbor Asset Management, LLC	INCREASED	49,640	49,549	+91	+0%	$6.1M	$6.4M	+$308.0K	2026-11-05
Mutual of America Capital Management LLC	DECREASED	49,536	50,167	-631	-1%	$6.1M	$6.4M	+$218.9K	2026-10-23
Moody Aldrich Partners LLC	INCREASED	47,616	42,577	+5,039	+12%	$5.2M	$6.1M	+$901.9K	2026-10-27
Bahl & Gaynor LLC	DECREASED	42,435	49,229	-6,794	-14%	$6.0M	$5.5M	-$578.4K	2026-11-05
Deutsche Bank Ag\	INCREASED	41,919	34,341	+7,578	+22%	$4.2M	$5.4M	+$1.2M	2026-11-06
Wedge Capital Management L L P	DECREASED	35,131	35,271	-140	0%	$4.3M	$4.5M	+$192.9K	2026-10-13
Russell Investments Group, Ltd.	DECREASED	27,937	43,555	-15,618	-36%	$5.3M	$3.6M	-$1.7M	2026-11-06
Hennessy Advisors Inc	UNCHANGED	26,758	26,758	0	0%	$3.3M	$3.4M	+$160.0K	2026-10-28
Maryland State Retirement & Pension System	INCREASED	26,206	26,023	+183	+1%	$3.2M	$3.4M	+$179.1K	2026-11-05
Tufton Capital Management	UNCHANGED	25,375	25,375	0	0%	$3.1M	$3.3M	+$152.0K	2026-10-20
Riverwater Partners LLC	INCREASED	20,772	17,798	+2,974	+17%	$2.2M	$2.3M	+$132.3K	2026-11-03
Cox Capital Mgt LLC	DECREASED	19,395	19,540	-145	-1%	$2.4M	$2.5M	+$98.2K	2026-10-07
MGO One Seven LLC	INCREASED	18,952	18,926	+26	+0%	$2.3M	$2.4M	+$116.6K	2026-10-28
LPL Financial LLC	INCREASED	18,380	16,774	+1,606	+10%	$2.1M	$2.4M	+$306.6K	2026-11-06
Creative Planning	INCREASED	17,784	10,266	+7,518	+73%	$1.3M	$2.3M	+$1.0M	2026-11-02
Fruth Investment Management	DECREASED	17,313	17,449	-136	-1%	$2.1M	$2.2M	+$87.0K	2026-10-13
Albert D Mason Inc	INCREASED	17,164	17,096	+68	+0%	$2.1M	$2.2M	+$111.0K	2026-10-27
Linden Thomas Advisory Services, LLC	INCREASED	16,705	15,441	+1,264	+8%	$1.9M	$2.1M	+$254.7K	2026-10-19
Prospera Financial Services Inc	DECREASED	16,697	16,980	-283	-2%	$2.1M	$2.3M	+$198.6K	2026-11-04
Thrivent Financial for Lutherans	DECREASED	15,332	15,763	-431	-3%	$1.9M	$2.0M	+$39.0K	2026-11-05
PNC Financial Services Group, Inc.	DECREASED	15,272	15,357	-85	-1%	$1.9M	$2.0M	+$80.9K	2026-11-06
Dana Investment Advisors, Inc.	DECREASED	14,585	15,405	-820	-5%	$1.9M	$1.9M	-$13.2K	2026-11-06
Fifth Third Bancorp	DECREASED	14,575	14,613	-38	0%	$1.8M	$1.9M	+$82.6K	2026-11-05
Illinois Municipal Retirement Fund	INCREASED	12,289	12,175	+114	+1%	$1.5M	$1.6M	+$87.5K	2026-11-05
State of New Jersey Common Pension Fund D	DECREASED	11,666	16,463	-4,797	-29%	$2.0M	$1.5M	-$517.8K	2026-11-05
AGP Franklin, LLC	INCREASED	10,554	9,227	+1,327	+14%	$1.1M	$1.4M	+$225.7K	2026-11-04
Harbor Capital Advisors, Inc.	INCREASED	10,464	10,111	+353	+3%	$1.2M	$1.3M	+$106.0K	2026-10-22
Louisiana State Employees Retirement System	DECREASED	10,300	10,500	-200	-2%	$1.3M	$1.3M	+$37.1K	2026-10-20
Barclays PLC	INCREASED	9,869	4,243	+5,626	+133%	$519.7K	$1.3M	+$748.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	8,944	6,255	+2,689	+43%	$806.0K	$1.1M	+$340.2K	2026-10-13
Brookstone Capital Management	UNCHANGED	8,553	8,553	0	0%	$1.0M	$1.1M	+$51.1K	2026-10-22
Amundi	INCREASED	8,101	7,840	+261	+3%	$960.2K	$1.0M	+$80.4K	2026-11-06
ICW Investment Advisors LLC	DECREASED	7,834	8,209	-375	-5%	$1.0M	$1.0M	+$995	2026-10-27
Commonwealth Equity Services, LLC	INCREASED	7,514	7,245	+269	+4%	$887.4K	$965.2K	+$77.8K	2026-11-02
Arizona State Retirement System	INCREASED	6,761	6,619	+142	+2%	$810.7K	$868.5K	+$57.8K	2026-11-03
Amalgamated Bank	DECREASED	6,254	6,456	-202	-3%	$791.0K	$803.0K	+$12.0K	2026-10-23
Citigroup Inc	DECREASED	6,189	14,929	-8,740	-59%	$1.8M	$795.0K	-$1.0M	2026-11-04
Yousif Capital Management, LLC	DECREASED	6,079	6,348	-269	-4%	$777.5K	$780.9K	+$3.4K	2026-10-22
Inspire Investing, LLC	DECREASED	6,020	8,465	-2,445	-29%	$1.0M	$773.4K	-$263.4K	2026-10-22
New York State Teachers Retirement System	UNCHANGED	5,757	5,757	0	0%	$705.0K	$740.0K	+$35.0K	2026-10-22
Spirit of America Management Corp	UNCHANGED	5,550	5,550	0	0%	$679.8K	$713.0K	+$33.2K	2026-10-14
Legacy Wealth Asset Management, LLC	DECREASED	5,546	6,752	-1,206	-18%	$827.0K	$712.4K	-$114.5K	2026-10-09
Oregon Public Employees Retirement Fund	UNCHANGED	5,448	5,448	0	0%	$667.3K	$699.9K	+$32.6K	2026-10-30
Alps Advisors Inc	DECREASED	5,251	7,113	-1,862	-26%	$871.2K	$674.5K	-$196.7K	2026-11-03
Ethic Inc.	INCREASED	5,156	4,837	+319	+7%	$592.4K	$662.3K	+$69.9K	2026-11-03
US Bancorp \de\	INCREASED	5,109	4,457	+652	+15%	$545.9K	$656.3K	+$110.4K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	4,739	8,647	-3,908	-45%	$1.1M	$608.0K	-$450.0K	2026-10-15
Wealthcare Capital Partners, LLC	INCREASED	4,534	4,521	+13	+0%	$553.7K	$582.4K	+$28.7K	2026-10-21
Adell Harriman & Carpenter Inc	DECREASED	4,400	4,500	-100	-2%	$551.2K	$565.2K	+$14.1K	2026-11-02
Pictet Asset Management Holding SA	INCREASED	4,320	4,061	+259	+6%	$497.4K	$554.9K	+$57.6K	2026-11-03
Keybank National Association	INCREASED	4,223	4,195	+28	+1%	$513.8K	$542.5K	+$28.7K	2026-11-04
Spectrum Strategic Capital Management, LLC	UNCHANGED	3,873	3,873	0	0%	$474.4K	$497.5K	+$23.2K	2026-10-22
Quadrant Capital Group LLC	DECREASED	3,757	3,782	-25	-1%	$463.2K	$487.5K	+$24.3K	2026-10-20
Imc-Chicago, LLC	NEW	3,381	—	+3,381	—	—	$434.3K	—	2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc	UNCHANGED	3,230	3,230	0	0%	$395.6K	$414.9K	+$19.3K	2026-10-13
Forvis Mazars Wealth Advisors, LLC	UNCHANGED	3,088	3,088	0	0%	$378.2K	$396.7K	+$18.5K	2026-10-13
Armstrong Advisory Group, Inc	UNCHANGED	3,000	3,000	0	0%	$367.4K	$385.4K	+$17.9K	2026-10-09
Nisa Investment Advisors, LLC	DECREASED	2,639	2,823	-184	-7%	$347.6K	$341.1K	-$6.5K	2026-10-20
Xponance LLC	INCREASED	2,598	2,440	+158	+6%	$298.9K	$333.7K	+$34.9K	2026-11-03
Park National Corp	UNCHANGED	2,351	2,351	0	0%	$288.0K	$302.0K	+$14.1K	2026-10-05
Kestra Advisory Services, LLC	INCREASED	2,323	1,961	+362	+18%	$240.2K	$298.4K	+$58.2K	2026-11-02
Nykredit A/S	INCREASED	2,294	669	+1,625	+243%	$81.9K	$294.7K	+$212.7K	2026-11-06
Merit Financial Group, LLC	INCREASED	2,259	1,728	+531	+31%	$211.7K	$290.2K	+$78.5K	2026-11-06
Gamma Investing LLC	INCREASED	2,210	2,160	+50	+2%	$264.6K	$283.9K	+$19.3K	2026-10-08
IFM Investors Pty Ltd	INCREASED	2,197	1,677	+520	+31%	$205.4K	$282.2K	+$76.8K	2026-10-14
Teza Capital Management LLC	NEW	2,008	—	+2,008	—	—	$257.9K	—	2026-10-23
Personal CFO Solutions, LLC	DECREASED	1,719	1,850	-131	-7%	$228.0K	$222.1K	-$5.9K	2026-11-06
Abel Hall, LLC	NEW	1,712	—	+1,712	—	—	$220.0K	—	2026-10-19
Park Avenue Securities LLC	DECREASED	1,679	1,946	-267	-14%	$238.0K	$216.0K	-$22.0K	2026-10-26
Choreo, LLC	DECREASED	1,627	1,639	-12	-1%	$201.8K	$210.2K	+$8.4K	2026-10-28
Evergreen Capital Management LLC	DECREASED	1,624	1,730	-106	-6%	$213.2K	$209.8K	-$3.4K	2026-10-23
Cambridge Investment Research Advisors, Inc.	NEW	1,611	—	+1,611	—	—	$207.0K	—	2026-11-02
Greenleaf Trust	NEW	1,611	—	+1,611	—	—	$206.9K	—	2026-10-29
Virginia Retirement Systems ET Al	NEW	1,600	—	+1,600	—	—	$205.5K	—	2026-10-28
Bokf, NA	DECREASED	1,400	1,490	-90	-6%	$182.5K	$179.8K	-$2.7K	2026-10-27
Wilmington Savings Fund Society, FSB	DECREASED	1,114	1,560	-446	-29%	$191.1K	$143.1K	-$48.0K	2026-10-23
Tradewinds Capital Management, LLC	UNCHANGED	1,018	1,018	0	0%	$124.7K	$130.8K	+$6.1K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	1,012	1,002	+10	+1%	$122.7K	$130.0K	+$7.3K	2026-10-08
KBC Group NV	UNCHANGED	773	773	0	0%	$95.0K	$99.0K	+$4.0K	2026-10-22
Versant Capital Management, Inc	INCREASED	688	304	+384	+126%	$37.2K	$88.4K	+$51.1K	2026-10-02
UMB Bank, n.a.	INCREASED	593	399	+194	+49%	$48.9K	$76.2K	+$27.3K	2026-11-06
Allworth Financial LP	INCREASED	557	544	+13	+2%	$66.6K	$68.2K	+$1.6K	2026-11-06
Archer Investment Corp	NEW	525	—	+525	—	—	$67.4K	—	2026-11-05
Pinnacle Wealth Planning Services, Inc.	INCREASED	506	483	+23	+5%	$59.2K	$65.0K	+$5.8K	2026-10-27
Sterling Capital Management LLC	DECREASED	476	490	-14	-3%	$60.0K	$61.1K	+$1.1K	2026-10-22
Rossby Financial, LCC	UNCHANGED	465	465	0	0%	$57.0K	$59.7K	+$2.8K	2026-11-05
Signaturefd, LLC	INCREASED	452	403	+49	+12%	$49.4K	$58.1K	+$8.7K	2026-10-23
Creative Financial Designs Inc	DECREASED	450	452	-2	0%	$55.4K	$57.8K	+$2.4K	2026-11-04
Assetmark, Inc	UNCHANGED	342	342	0	0%	$41.9K	$43.9K	+$2.0K	2026-10-21
EverSource Wealth Advisors, LLC	UNCHANGED	339	339	0	0%	$41.5K	$43.5K	+$2.0K	2026-11-04
Entrust Financial LLC	UNCHANGED	300	300	0	0%	$36.7K	$38.5K	+$1.8K	2026-11-04
First Bancorp, Inc	UNCHANGED	300	300	0	0%	$36.7K	$38.5K	+$1.8K	2026-10-26
Heritage Family Offices, LLP	NEW	276	—	+276	—	—	$35.4K	—	2026-11-02
Lanark Financial, Inc.	UNCHANGED	255	255	0	0%	$31.2K	$32.8K	+$1.5K	2026-10-26
Farmers & Merchants Investments Inc	INCREASED	238	228	+10	+4%	$27.9K	$30.6K	+$2.6K	2026-10-22
JFS Wealth Advisors, LLC	UNCHANGED	225	225	0	0%	$27.6K	$28.9K	+$1.3K	2026-11-03
Ares Financial Consulting, LLC	UNCHANGED	216	216	0	0%	$26.5K	$27.7K	+$1.3K	2026-10-19
Foster Dykema Cabot & Partners, LLC	UNCHANGED	175	175	0	0%	$21.6K	$22.6K	+$1.0K	2026-10-30
Private Trust Co NA	INCREASED	170	133	+37	+28%	$16.3K	$21.8K	+$5.5K	2026-10-20
Essential Partners LLC	INCREASED	169	155	+14	+9%	$19.0K	$21.7K	+$2.7K	2026-10-14
IFP Advisors, Inc	INCREASED	163	134	+29	+22%	$16.4K	$20.9K	+$4.5K	2026-10-16
Fortis Group Advisors, LLC	UNCHANGED	146	146	0	0%	$17.9K	$18.8K	+$873	2026-11-06
Parkside Financial Bank & Trust	INCREASED	137	131	+6	+5%	$16.0K	$17.6K	+$1.6K	2026-10-27
Daiwa Securities Group Inc.	INCREASED	131	124	+7	+6%	$15.2K	$16.8K	+$1.6K	2026-10-29
MassMutual Private Wealth & Trust, FSB	DECREASED	116	164	-48	-29%	$20.1K	$14.9K	-$5.2K	2026-10-05
Caitong International Asset Management Co., Ltd	NEW	113	—	+113	—	—	$14.5K	—	2026-10-29
Salomon & Ludwin, LLC	INCREASED	112	33	+79	+239%	$4.1K	$14.4K	+$10.3K	2026-10-29
Parallel Advisors, LLC	INCREASED	97	56	+41	+73%	$6.9K	$12.5K	+$5.6K	2026-11-03
Retirement Wealth Solutions LLC	UNCHANGED	93	93	0	0%	$11.4K	$11.9K	+$572	2026-10-07
Acumen Wealth Advisors, LLC	INCREASED	92	82	+10	+12%	$10.1K	$11.9K	+$1.8K	2026-11-05
SJS Investment Consulting Inc.	UNCHANGED	89	89	0	0%	$10.9K	$11.4K	+$532	2026-10-26
Fortitude Family Office, LLC	INCREASED	66	13	+53	+408%	$1.6K	$8.5K	+$6.9K	2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	58	58	0	0%	$7.1K	$7.5K	+$347	2026-11-05
Larson Financial Group LLC	DECREASED	50	142	-92	-65%	$17.3K	$6.4K	-$10.9K	2026-11-05
Bare Financial Services, Inc	DECREASED	50	74	-24	-32%	$9.1K	$6.4K	-$2.6K	2026-11-04
Pflug Koory, LLC	UNCHANGED	50	50	0	0%	$6.1K	$6.4K	+$299	2026-10-26
First Horizon Corp	DECREASED	49	50	-1	-2%	$6.1K	$6.3K	+$171	2026-10-26
Root Financial Partners, LLC	NEW	45	—	+45	—	—	$5.8K	—	2026-10-21
First United Bank & Trust	UNCHANGED	38	38	0	0%	$4.7K	$4.9K	+$227	2026-10-22
TD Private Client Wealth LLC	INCREASED	33	25	+8	+32%	$3.1K	$4.2K	+$1.2K	2026-10-28
Bell Investment Advisors, Inc	UNCHANGED	32	32	0	0%	$3.9K	$4.1K	+$191	2026-10-29
Elyxium Wealth, LLC	NEW	29	—	+29	—	—	$3.7K	—	2026-10-27
True Wealth Design, LLC	NEW	24	—	+24	—	—	$3.1K	—	2026-10-13
WPG Advisers, LLC	UNCHANGED	23	23	0	0%	$2.8K	$3.0K	+$138	2026-10-27
GK Wealth Management LLC	NEW	20	—	+20	—	—	$2.6K	—	2026-10-09
Cullen T Bankers, Inc.	NEW	20	—	+20	—	—	$2.6K	—	2026-10-28
Mather Group, Llc.	NEW	20	—	+20	—	—	$2.6K	—	2026-10-14
Clearstead Advisors, LLC	INCREASED	17	15	+2	+13%	$1.8K	$2.2K	+$346	2026-11-06
Clark Wealth Partners	NEW	15	—	+15	—	—	$1.9K	—	2026-10-19
UMB Private Wealth Management, LLC	NEW	14	—	+14	—	—	$1.8K	—	2026-10-19
Private Wealth Management Group, LLC	UNCHANGED	14	14	0	0%	$1.7K	$1.8K	+$84	2026-10-19
Aventus Investment Advisors, Inc.	NEW	13	—	+13	—	—	$1.7K	—	2026-10-09
Creative Capital Management Investments LLC	INCREASED	8	5	+3	+60%	$612	$1.0K	+$416	2026-10-28
Valley National Advisers Inc	NEW	7	—	+7	—	—	$900	—	2026-10-23
Physician Wealth Advisors, Inc.	NEW	7	—	+7	—	—	$900	—	2026-10-20
CX Institutional	UNCHANGED	7	7	0	0%	$1	$1	$0	2026-10-02
Provenance Wealth Advisors, LLC	NEW	5	—	+5	—	—	$642	—	2026-10-30
DiNuzzo Private Wealth, Inc.	UNCHANGED	5	5	0	0%	$613	$643	+$30	2026-10-16
Hughes Financial Services, LLC	UNCHANGED	5	5	0	0%	$612	$678	+$66	2026-10-30
Covestor Ltd	DECREASED	3	6	-3	-50%	$1	$1	$0	2026-10-30
Bay Harbor Wealth Management, LLC	INCREASED	3	2	+1	+50%	$245	$387	+$142	2026-11-03
Financial Consulate, Inc	NEW	2	—	+2	—	—	$257	—	2026-10-23
Davis Capital Management	UNCHANGED	2	2	0	0%	$245	$257	+$12	2026-10-08
Gilpin Wealth Management, LLC	UNCHANGED	2	2	0	0%	$245	$257	+$12	2026-10-09
Reaves W H & Co Inc	CLOSED	0	20,000	-20,000	-100%	$2.4M	$0	-$2.4M	2026-11-06
MacKenzie Financial Corp	CLOSED	0	3,279	-3,279	-100%	$401.6K	$0	-$401.6K	2026-11-02
Byrne Asset Management LLC	CLOSED	0	1,176	-1,176	-100%	$144.0K	$0	-$144.0K	2026-10-06
Beacon Investment Advisory Services, Inc.	CLOSED	0	220	-220	-100%	$26.9K	$0	-$26.9K	2026-10-13
Cornerstone Planning Group LLC	CLOSED	0	157	-157	-100%	$21.2K	$0	-$21.2K	2026-10-16
MCF Advisors LLC	CLOSED	0	156	-156	-100%	$19.2K	$0	-$19.2K	2026-10-28
Centerpoint Advisors, LLC	CLOSED	0	155	-155	-100%	$19.0K	$0	-$19.0K	2026-11-05
CoreCap Advisors, LLC	CLOSED	0	14	-14	-100%	$1.7K	$0	-$1.7K	2026-10-08
Plante Moran Financial Advisors, LLC	CLOSED	0	7	-7	-100%	$857	$0	-$857	2026-11-04
Avion Wealth	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-04
Fulcrum Asset Management LLP	CLOSED	0	2	-2	-100%	$248	$0	-$248	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-11-06
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	3,749,062	-3,749,062	-100%	$459.2M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	2,493,254	-2,493,254	-100%	$305.4M	—	—	—
State Street Corp	N/A	—	1,342,310	-1,342,310	-100%	$165.3M	—	—	—
Neuberger Berman Group LLC	N/A	—	1,098,388	-1,098,388	-100%	$134.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,081,990	-1,081,990	-100%	$132.5M	—	—	—
Wellington Management Group LLP	N/A	—	939,774	-939,774	-100%	$115.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	850,515	-850,515	-100%	$104.2M	—	—	—
Alliancebernstein L.P.	N/A	—	704,427	-704,427	-100%	$89.0M	—	—	—
Invesco Ltd.	N/A	—	550,834	-550,834	-100%	$67.5M	—	—	—
Jennison Associates LLC	N/A	—	457,461	-457,461	-100%	$56.0M	—	—	—
Morgan Stanley	N/A	—	368,781	-368,781	-100%	$45.2M	—	—	—
First Trust Advisors LP	N/A	—	293,078	-293,078	-100%	$35.9M	—	—	—
Cbre Investment Management Listed Real Assets LLC	N/A	—	289,803	-289,803	-100%	$35.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	281,582	-281,582	-100%	$34.5M	—	—	—
Northern Trust Corp	N/A	—	278,825	-278,825	-100%	$34.2M	—	—	—
Qube Research & Technologies Ltd	N/A	—	240,408	-240,408	-100%	$29.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	231,779	-231,779	-100%	$28.4M	—	—	—
Energy Income Partners, LLC	N/A	—	204,771	-204,771	-100%	$25.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	177,783	-177,783	-100%	$21.8M	—	—	—
Jupiter Topco LLC	N/A	—	161,176	-161,176	-100%	$19.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	158,959	-158,959	-100%	$19.5M	—	—	—
Legal & General Group Plc	N/A	—	134,121	-134,121	-100%	$16.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	123,171	-123,171	-100%	$15.1M	—	—	—
Nomura Asset Management International Inc.	N/A	—	117,674	-117,674	-100%	$14.4M	—	—	—
JPMorgan Chase & Co	N/A	—	114,531	-114,531	-100%	$14.3M	—	—	—
UBS Group AG	N/A	—	107,880	-107,880	-100%	$13.2M	—	—	—
Schroder Investment Management Group	N/A	—	91,913	-91,913	-100%	$11.4M	—	—	—
AQR Capital Management LLC	N/A	—	88,893	-88,893	-100%	$10.9M	—	—	—
Curi Capital, LLC	N/A	—	84,099	-84,099	-100%	$10.4M	—	—	—
Public Sector Pension Investment Board	N/A	—	82,467	-82,467	-100%	$10.1M	—	—	—
Nuveen, LLC	N/A	—	81,330	-81,330	-100%	$10.0M	—	—	—
Victory Capital Management Inc	N/A	—	76,529	-76,529	-100%	$9.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	66,220	-66,220	-100%	$8.1M	—	—	—
Rhumbline Advisers	N/A	—	62,755	-62,755	-100%	$7.7M	—	—	—
SEI Investments Co	N/A	—	61,876	-61,876	-100%	$7.6M	—	—	—
Wells Fargo & Company	N/A	—	53,668	-53,668	-100%	$6.6M	—	—	—
American Century Companies Inc	N/A	—	52,643	-52,643	-100%	$6.4M	—	—	—
Edgestream Partners, L.P.	N/A	—	51,261	-51,261	-100%	$6.3M	—	—	—
Bank of America Corp	N/A	—	50,451	-50,451	-100%	$6.2M	—	—	—
Gabelli Funds LLC	N/A	—	50,000	-50,000	-100%	$6.1M	—	—	—
Swiss National Bank	N/A	—	48,150	-48,150	-100%	$5.9M	—	—	—
Ameriprise Financial Inc	N/A	—	43,552	-43,552	-100%	$5.3M	—	—	—
TD Asset Management Inc	N/A	—	43,058	-43,058	-100%	$5.3M	—	—	—
Dean Investment Associates, LLC	N/A	—	39,532	-39,532	-100%	$4.8M	—	—	—
Peregrine Capital Management LLC	N/A	—	39,497	-39,497	-100%	$4.8M	—	—	—
Renaissance Technologies LLC	N/A	—	39,050	-39,050	-100%	$4.8M	—	—	—
Cramer Rosenthal Mcglynn LLC	N/A	—	37,278	-37,278	-100%	$4.6M	—	—	—
Canada Life Assurance Co	N/A	—	37,186	-37,186	-100%	$4.6M	—	—	—
Price T Rowe Associates Inc	N/A	—	34,881	-34,881	-100%	$4.3M	—	—	—
Citadel Advisors LLC	N/A	—	33,518	-33,518	-100%	$4.1M	—	—	—
Cetera Investment Advisers	N/A	—	32,185	-32,185	-100%	$3.9M	—	—	—
Royal Bank of Canada	N/A	—	29,838	-29,838	-100%	$3.7M	—	—	—
First Manhattan Co. Llc.	N/A	—	29,616	-29,616	-100%	$3.6M	—	—	—
Wealthspire Advisors, LLC	N/A	—	29,291	-29,291	-100%	$3.6M	—	—	—
Dean Capital Management	N/A	—	28,712	-28,712	-100%	$3.5M	—	—	—
California State Teachers Retirement System	N/A	—	26,800	-26,800	-100%	$3.3M	—	—	—
XTX Topco Ltd	N/A	—	25,857	-25,857	-100%	$3.2M	—	—	—
Prudential Financial Inc	N/A	—	24,761	-24,761	-100%	$3.0M	—	—	—
Anchor Investment Management, LLC	N/A	—	24,151	-24,151	-100%	$3.0M	—	—	—
Town & Country Bank & Trust Co dba First Bankers Trust Co	N/A	—	23,759	-23,759	-100%	$2.9M	—	—	—
Raymond James Financial Inc	N/A	—	22,459	-22,459	-100%	$2.8M	—	—	—
Guggenheim Capital LLC	N/A	—	22,428	-22,428	-100%	$2.7M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	21,660	-21,660	-100%	$2.7M	—	—	—
Stifel Financial Corp	N/A	—	21,106	-21,106	-100%	$2.6M	—	—	—
FourThought Financial Partners, LLC	N/A	—	20,500	-20,500	-100%	$2.5M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	19,522	-19,522	-100%	$2.4M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	18,445	-18,445	-100%	$2.3M	—	—	—
Magellan Asset Management Ltd	N/A	—	17,200	-17,200	-100%	$2.1M	—	—	—
Holocene Advisors, LP	N/A	—	15,810	-15,810	-100%	$1.9M	—	—	—
Quadrature Capital Ltd	N/A	—	15,620	-15,620	-100%	$1.9M	—	—	—
Macquarie Group LTD	N/A	—	15,387	-15,387	-100%	$1.9M	—	—	—
Glenmede Trust Co NA	N/A	—	15,104	-15,104	-100%	$1.8M	—	—	—
Legato Capital Management LLC	N/A	—	14,972	-14,972	-100%	$1.8M	—	—	—
MetLife Investment Management, LLC	N/A	—	14,136	-14,136	-100%	$1.7M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	14,063	-14,063	-100%	$1.7M	—	—	—
Natixis Advisors, LLC	N/A	—	13,492	-13,492	-100%	$1.7M	—	—	—
SIT Investment Associates Inc	N/A	—	13,440	-13,440	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	12,592	-12,592	-100%	$1.5M	—	—	—
Voya Investment Management LLC	N/A	—	11,982	-11,982	-100%	$1.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	11,527	-11,527	-100%	$1.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	11,195	-11,195	-100%	$1.4M	—	—	—
Pathstone Holdings, LLC	N/A	—	11,083	-11,083	-100%	$1.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	11,004	-11,004	-100%	$1.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	10,984	-10,984	-100%	$1.3M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	10,900	-10,900	-100%	$1.3M	—	—	—
State of Wisconsin Investment Board	N/A	—	10,574	-10,574	-100%	$1.3M	—	—	—
SG Americas Securities, LLC	N/A	—	10,555	-10,555	-100%	$1.3M	—	—	—
Van Eck Associates Corp	N/A	—	10,103	-10,103	-100%	$1.2M	—	—	—
Bank of Montreal	N/A	—	9,688	-9,688	-100%	$1.2M	—	—	—
Advisory Research Inc	N/A	—	9,350	-9,350	-100%	$1.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	9,255	-9,255	-100%	$1.1M	—	—	—
New York State Common Retirement Fund	N/A	—	8,685	-8,685	-100%	$1.1M	—	—	—
FMR LLC	N/A	—	8,420	-8,420	-100%	$1.0M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	8,392	-8,392	-100%	$1.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	8,198	-8,198	-100%	$1.0M	—	—	—
Affinity Wealth Management LLC	N/A	—	7,991	-7,991	-100%	$978.7K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	7,987	-7,987	-100%	$978.2K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	7,520	-7,520	-100%	$921.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	7,170	-7,170	-100%	$878.2K	—	—	—
HighTower Advisors, LLC	N/A	—	7,093	-7,093	-100%	$868.8K	—	—	—
Cladis Investment Advisory, LLC	N/A	—	7,000	-7,000	-100%	$857.4K	—	—	—
Voloridge Investment Management, LLC	N/A	—	6,950	-6,950	-100%	$851.2K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	6,905	-6,905	-100%	$845.7K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	6,638	-6,638	-100%	$813.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	5,909	-5,909	-100%	$723.7K	—	—	—
Engineers Gate Manager LP	N/A	—	5,850	-5,850	-100%	$716.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	5,802	-5,802	-100%	$710.6K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	5,648	-5,648	-100%	$691.8K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	5,600	-5,600	-100%	$685.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,598	-5,598	-100%	$685.8K	—	—	—
Arax Advisory Partners	N/A	—	5,312	-5,312	-100%	$650.5K	—	—	—
Freestone Grove Partners LP	N/A	—	5,140	-5,140	-100%	$629.5K	—	—	—
Inspire Advisors, LLC	N/A	—	4,966	-4,966	-100%	$608.5K	—	—	—
Vident Advisory, LLC	N/A	—	4,934	-4,934	-100%	$604.3K	—	—	—
Intech Investment Management LLC	N/A	—	4,803	-4,803	-100%	$588.3K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	4,797	-4,797	-100%	$587.5K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	4,395	-4,395	-100%	$538.3K	—	—	—
Two Sigma Investments, LP	N/A	—	4,280	-4,280	-100%	$524.2K	—	—	—
First National Bank of Omaha	N/A	—	3,960	-3,960	-100%	$485.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,949	-3,949	-100%	$483.7K	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	3,928	-3,928	-100%	$481.1K	—	—	—
Intrust Bank NA	N/A	—	3,794	-3,794	-100%	$464.7K	—	—	—
M&T Bank Corp	N/A	—	3,695	-3,695	-100%	$452.6K	—	—	—
Cerity Partners LLC	N/A	—	3,650	-3,650	-100%	$447.1K	—	—	—
Captrust Financial Advisors	N/A	—	3,488	-3,488	-100%	$427.2K	—	—	—
Harbour Investments, Inc.	N/A	—	3,405	-3,405	-100%	$417.1K	—	—	—
MML Investors Services, LLC	N/A	—	3,323	-3,323	-100%	$406.9K	—	—	—
Bessemer Group Inc	N/A	—	3,029	-3,029	-100%	$333.0K	—	—	—
Mariner, LLC	N/A	—	2,743	-2,743	-100%	$336.1K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	2,715	-2,715	-100%	$332.5K	—	—	—
Boston Family Office LLC	N/A	—	2,550	-2,550	-100%	$312.0K	—	—	—
Jain Global LLC	N/A	—	2,538	-2,538	-100%	$310.9K	—	—	—
Entropy Technologies, LP	N/A	—	2,496	-2,496	-100%	$305.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	2,309	-2,309	-100%	$282.8K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	2,235	-2,235	-100%	$273.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,206	-2,206	-100%	$270.2K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	2,192	-2,192	-100%	$268.5K	—	—	—
Private Advisor Group, LLC	N/A	—	2,156	-2,156	-100%	$264.1K	—	—	—
Franklin Resources Inc	N/A	—	2,147	-2,147	-100%	$263.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,050	-2,050	-100%	$251.0K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	1,975	-1,975	-100%	$241.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,970	-1,970	-100%	$241.3K	—	—	—
Snowden Capital Advisors LLC	N/A	—	1,970	-1,970	-100%	$242.7K	—	—	—
&partners	N/A	—	1,962	-1,962	-100%	$240.3K	—	—	—
Ellevest, Inc.	N/A	—	1,921	-1,921	-100%	$234.1K	—	—	—
Teacher Retirement System of Texas	N/A	—	1,912	-1,912	-100%	$234.2K	—	—	—
Caprock Group, LLC	N/A	—	1,907	-1,907	-100%	$235.9K	—	—	—
Winton Group Ltd	N/A	—	1,900	-1,900	-100%	$232.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,890	-1,890	-100%	$231.5K	—	—	—
DnB Asset Management AS	N/A	—	1,890	-1,890	-100%	$231.5K	—	—	—
Blair William & Co	N/A	—	1,660	-1,660	-100%	$203.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,477	-1,477	-100%	$180.9K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	1,352	-1,352	-100%	$165.6K	—	—	—
Federated Hermes, Inc.	N/A	—	1,272	-1,272	-100%	$155.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,133	-1,133	-100%	$139.0K	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,039	-1,039	-100%	$127.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	959	-959	-100%	$117.5K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	623	-623	-100%	$76.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	581	-581	-100%	$72.1K	—	—	—
Colonial Trust Co / SC	N/A	—	531	-531	-100%	$65.0K	—	—	—
SBI Okasan Asset Management Co.Ltd.	N/A	—	500	-500	-100%	$62.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	239	-239	-100%	$29.3K	—	—	—
Hollencrest Capital Management	N/A	—	203	-203	-100%	$24.9K	—	—	—
Optiver Holding B.V.	N/A	—	197	-197	-100%	$24.1K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	183	-183	-100%	$22.4K	—	—	—
Rothschild Investment LLC	N/A	—	158	-158	-100%	$19.4K	—	—	—
Huntington National Bank	N/A	—	125	-125	-100%	$15.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	125	-125	-100%	$15.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	118	-118	-100%	$14.5K	—	—	—
Delta Asset Management LLC	N/A	—	100	-100	-100%	$12.2K	—	—	—
Roble, Belko & Company, Inc	N/A	—	90	-90	-100%	$11.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	50	-50	-100%	$6.2K	—	—	—
Brown Brothers Harriman & Co	N/A	—	38	-38	-100%	$4.7K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	36	-36	-100%	$4.6K	—	—	—
SHP Wealth Management	N/A	—	35	-35	-100%	$4.3K	—	—	—
Aventura Private Wealth, LLC	N/A	—	33	-33	-100%	$4.0K	—	—	—
Quarry LP	N/A	—	30	-30	-100%	$3.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	30	-30	-100%	$3.7K	—	—	—
BFC Planning, Inc.	N/A	—	26	-26	-100%	$3.2K	—	—	—
Ameriflex Group, Inc.	N/A	—	25	-25	-100%	$3.1K	—	—	—
CVA Family Office, LLC	N/A	—	21	-21	-100%	$2.6K	—	—	—
MidFirst Bank	N/A	—	8	-8	-100%	$980	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	7	-7	-100%	$857	—	—	—
HFM Investment Advisors, LLC	N/A	—	4	-4	-100%	$490	—	—	—
Ankerstar Wealth, LLC	N/A	—	3	-3	-100%	$369	—	—	—
Rialto Wealth Management, LLC	N/A	—	1	-1	-100%	$123	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$122	—	—	—

Showing 355 of 355 institutions