City Holding Co (CHCO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares491,286 from 489,653

Change+1,633 (+0%)

Value$68.3M (+$3.4M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares364,592 from 373,269

Change-8,677 (-2%)

Value$50.7M (+$1.2M)

Filed 2026-11-06

City Holding Co

DECREASED

Shares235,337 from 240,368

Change-5,031 (-2%)

Value$32.7M (+$857.7K)

Filed 2026-10-19

Barr E S & Co

DECREASED

Shares127,546 from 127,751

Change-205 (0%)

Value$17.7M (+$799.3K)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares111,651 from 113,180

Change-1,529 (-1%)

Value$15.5M (+$520.7K)

Filed 2026-11-05

Axxcess Wealth Management, LLC

DECREASED

Shares103,250 from 106,738

Change-3,488 (-3%)

Value$14.4M (+$206.4K)

Filed 2026-10-21

Robeco Institutional Asset Management B.V.

DECREASED

Shares80,573 from 81,884

Change-1,311 (-2%)

Value$11.2M (+$348.2K)

Filed 2026-10-20

ProShare Advisors LLC

INCREASED

Shares72,597 from 2,013

Change+70,584 (+3506%)

Value$10.1M (+$9.8M)

Filed 2026-10-29

Principal Financial Group Inc

DECREASED

Shares67,722 from 68,738

Change-1,016 (-1%)

Value$9.4M (+$304.1K)

Filed 2026-11-02

Leeward Investments, LLC - MA

DECREASED

Shares66,631 from 70,493

Change-3,862 (-5%)

Value$9.3M (-$80.5K)

Filed 2026-10-23

Polaris Capital Management, LLC

UNCHANGED

Shares22,295 from 22,295

Change0 (0%)

Value$3.1M (+$144.5K)

Filed 2026-10-21

NTV Asset Management LLC

DECREASED

Shares16,182 from 16,407

Change-225 (-1%)

Value$2.3M (+$75.1K)

Filed 2026-10-23

McKinley Carter Wealth Services, Inc.

INCREASED

Shares15,308 from 15,306

Change+2 (+0%)

Value$2.1M (+$99.5K)

Filed 2026-10-16

Deutsche Bank Ag\

DECREASED

Shares13,550 from 15,292

Change-1,742 (-11%)

Value$1.9M (-$143.3K)

Filed 2026-11-06

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares13,385 from 11,792

Change+1,593 (+14%)

Value$1.9M (+$298.0K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares13,357 from 12,564

Change+793 (+6%)

Value$1.9M (+$210.0K)

Filed 2026-10-13

Barclays PLC

DECREASED

Shares11,874 from 13,205

Change-1,331 (-10%)

Value$1.7M (-$99.6K)

Filed 2026-11-06

Creative Planning

DECREASED

Shares11,747 from 11,770

Change-23 (0%)

Value$1.6M (+$73.1K)

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares11,654 from 16,143

Change-4,489 (-28%)

Value$1.6M (-$519.9K)

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares8,933 from 9,266

Change-333 (-4%)

Value$1.2M (+$14.0K)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares8,205 from 17,054

Change-8,849 (-52%)

Value$1.1M (-$1.1M)

Filed 2026-11-06

Illinois Municipal Retirement Fund

DECREASED

Shares7,292 from 7,347

Change-55 (-1%)

Value$1.0M (+$40.0K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares6,000 from 6,200

Change-200 (-3%)

Value$834.7K (+$12.4K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares4,839 from 4,682

Change+157 (+3%)

Value$673.0K (+$52.0K)

Filed 2026-11-02

Inspire Investing, LLC

DECREASED

Shares4,586 from 5,151

Change-565 (-11%)

Value$638.0K (-$45.2K)

Filed 2026-10-22

Davenport & Co LLC

UNCHANGED

Shares4,389 from 4,389

Change0 (0%)

Value$610.6K (+$28.5K)

Filed 2026-10-14

Arizona State Retirement System

INCREASED

Shares3,973 from 3,964

Change+9 (+0%)

Value$552.7K (+$26.9K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares3,712 from 3,897

Change-185 (-5%)

Value$516.4K (-$485)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares3,710 from 3,710

Change0 (0%)

Value$516.1K (+$24.0K)

Filed 2026-10-27

Amalgamated Bank

DECREASED

Shares3,644 from 3,792

Change-148 (-4%)

Value$507.0K (+$4.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares3,519 from 3,804

Change-285 (-7%)

Value$489.6K (-$15.0K)

Filed 2026-10-22

Kentucky Trust Co

UNCHANGED

Shares3,430 from 3,430

Change0 (0%)

Value$477.2K (+$22.2K)

Filed 2026-10-15

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares3,309 from 3,346

Change-37 (-1%)

Value$460.3K (+$16.5K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares3,110 from 3,210

Change-100 (-3%)

Value$432.7K (+$6.9K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares3,097 from 2,047

Change+1,050 (+51%)

Value$430.9K (+$159.3K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares2,890 from 5,263

Change-2,373 (-45%)

Value$401.0K (-$296.0K)

Filed 2026-10-15

New York State Teachers Retirement System

UNCHANGED

Shares2,856 from 2,856

Change0 (0%)

Value$397.0K (+$18.0K)

Filed 2026-10-22

Praxis Investment Management Inc

UNCHANGED

Shares2,750 from 2,750

Change0 (0%)

Value$383.0K (+$18.0K)

Filed 2026-11-03

Dupree Financial Group, LLC

INCREASED

Shares2,551 from 1,601

Change+950 (+59%)

Value$354.9K (+$142.5K)

Filed 2026-10-09

Swiss Life Asset Management Ltd

NEW

Shares2,437

Change+2,437

Value$339.0K

Filed 2026-11-03

LPL Financial LLC

DECREASED

Shares2,418 from 2,441

Change-23 (-1%)

Value$336.4K (+$12.6K)

Filed 2026-11-06

Carolina Wealth Advisors, LLC

INCREASED

Shares2,322 from 2,288

Change+34 (+1%)

Value$323.0K (+$19.6K)

Filed 2026-10-23

Teza Capital Management LLC

NEW

Shares2,302

Change+2,302

Value$320.3K

Filed 2026-10-23

HB Wealth Management, LLC

DECREASED

Shares2,234 from 2,364

Change-130 (-5%)

Value$310.8K (-$2.8K)

Filed 2026-10-23

Wesbanco Bank Inc

UNCHANGED

Shares2,195 from 2,195

Change0 (0%)

Value$305.4K (+$14.2K)

Filed 2026-11-04

Choreo, LLC

INCREASED

Shares2,194 from 1,899

Change+295 (+16%)

Value$305.2K (+$53.3K)

Filed 2026-10-28

Apollon Wealth Management, LLC

INCREASED

Shares2,094 from 2,053

Change+41 (+2%)

Value$291.3K (+$19.0K)

Filed 2026-10-23

Pictet Asset Management Holding SA

UNCHANGED

Shares2,003 from 2,003

Change0 (0%)

Value$278.7K (+$13.0K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

INCREASED

Shares1,962 from 1,942

Change+20 (+1%)

Value$272.9K (+$15.4K)

Filed 2026-11-02

ZWJ Investment Counsel Inc

UNCHANGED

Shares1,887 from 1,887

Change0 (0%)

Value$262.5K (+$12.2K)

Filed 2026-10-15

R Squared Ltd

NEW

Shares1,853

Change+1,853

Value$257.8K

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares1,657 from 1,631

Change+26 (+2%)

Value$230.5K (+$14.2K)

Filed 2026-11-06

Mutual of America Capital Management LLC

DECREASED

Shares1,603 from 1,617

Change-14 (-1%)

Value$223.0K (+$8.5K)

Filed 2026-10-23

Savant Capital, LLC

NEW

Shares1,551

Change+1,551

Value$215.8K

Filed 2026-11-06

Ledgewood Wealth Advisors, LLC

UNCHANGED

Shares1,520 from 1,520

Change0 (0%)

Value$211.5K (+$9.8K)

Filed 2026-10-09

Gamma Investing LLC

INCREASED

Shares1,321 from 1,197

Change+124 (+10%)

Value$183.8K (+$25.0K)

Filed 2026-10-08

Nykredit A/S

UNCHANGED

Shares1,002 from 1,002

Change0 (0%)

Value$139.4K (+$6.5K)

Filed 2026-11-06

Heritage Family Offices, LLP

NEW

Shares831

Change+831

Value$115.6K

Filed 2026-11-02

First United Bank & Trust

UNCHANGED

Shares665 from 665

Change0 (0%)

Value$92.5K (+$4.3K)

Filed 2026-10-22

KBC Group NV

UNCHANGED

Shares566 from 566

Change0 (0%)

Value$79.0K (+$4.0K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares454 from 382

Change+72 (+19%)

Value$63.2K (+$12.5K)

Filed 2026-10-20

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares444 from 437

Change+7 (+2%)

Value$61.8K (+$3.8K)

Filed 2026-10-27

Cullen T Bankers, Inc.

INCREASED

Shares404 from 306

Change+98 (+32%)

Value$56.2K (+$15.7K)

Filed 2026-10-28

Sterling Capital Management LLC

INCREASED

Shares398 from 123

Change+275 (+224%)

Value$55.4K (+$39.1K)

Filed 2026-10-22

Archer Investment Corp

UNCHANGED

Shares366 from 366

Change0 (0%)

Value$50.9K (+$2.4K)

Filed 2026-11-05

Versant Capital Management, Inc

INCREASED

Shares304 from 279

Change+25 (+9%)

Value$42.3K (+$5.3K)

Filed 2026-10-02

Allworth Financial LP

INCREASED

Shares202 from 201

Change+1 (+1%)

Value$26.8K (+$133)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares158 from 141

Change+17 (+12%)

Value$22.0K (+$3.3K)

Filed 2026-11-04

UMB Bank, n.a.

DECREASED

Shares156 from 163

Change-7 (-4%)

Value$21.7K (+$83)

Filed 2026-11-06

Harbor Capital Advisors, Inc.

DECREASED

Shares142 from 149

Change-7 (-5%)

Value$20 ($0)

Filed 2026-10-22

Lanark Financial, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$13.9K (+$648)

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$13.8K (+$642)

Filed 2026-11-05

Larson Financial Group LLC

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$12.4K (+$577)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$12.0K (+$557)

Filed 2026-10-05

Root Financial Partners, LLC

NEW

Shares82

Change+82

Value$11.4K

Filed 2026-10-21

Salomon & Ludwin, LLC

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$10.7K (+$297)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares71 from 22

Change+49 (+223%)

Value$9.9K (+$7.0K)

Filed 2026-10-08

Hughes Financial Services, LLC

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$8.3K (+$647)

Filed 2026-10-30

Cedar Mountain Advisors, LLC

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$7.7K (+$357)

Filed 2026-10-15

SJS Investment Consulting Inc.

INCREASED

Shares54 from 18

Change+36 (+200%)

Value$7.5K (+$5.1K)

Filed 2026-10-26

SBI Securities Co., Ltd.

DECREASED

Shares44 from 47

Change-3 (-6%)

Value$6.1K (-$113)

Filed 2026-10-22

First Horizon Corp

DECREASED

Shares41 from 113

Change-72 (-64%)

Value$5.7K (-$9.3K)

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$5.6K (+$259)

Filed 2026-10-16

Essential Partners LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$5.0K (+$233)

Filed 2026-10-14

Signaturefd, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$3.1K (+$143)

Filed 2026-10-23

UMB Private Wealth Management, LLC

NEW

Shares20

Change+20

Value$2.8K

Filed 2026-10-19

Parkside Financial Bank & Trust

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$2.6K (+$124)

Filed 2026-10-27

High Note Wealth, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$2.5K (+$116)

Filed 2026-10-27

Bare Financial Services, Inc

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$2.4K (+$110)

Filed 2026-11-04

Retirement Wealth Solutions LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.2K (+$103)

Filed 2026-10-07

Farmers & Merchants Investments Inc

INCREASED

Shares14 from 8

Change+6 (+75%)

Value$1.9K (+$887)

Filed 2026-10-22

Clearstead Advisors, LLC

DECREASED

Shares10 from 12

Change-2 (-17%)

Value$1.4K (-$201)

Filed 2026-11-06

Provenance Wealth Advisors, LLC

NEW

Shares7

Change+7

Value$974

Filed 2026-10-30

Spire Wealth Management

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$974 (+$46)

Filed 2026-10-30

TD Private Client Wealth LLC

NEW

Shares6

Change+6

Value$835

Filed 2026-10-28

Covestor Ltd

DECREASED

Shares6 from 9

Change-3 (-33%)

Value$1 ($0)

Filed 2026-10-30

WPG Advisers, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$696 (+$33)

Filed 2026-10-27

True Wealth Design, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$557 (+$26)

Filed 2026-10-13

Valley National Advisers Inc

NEW

Shares3

Change+3

Value$418

Filed 2026-10-23

Assetmark, Inc

DECREASED

Shares3 from 7

Change-4 (-57%)

Value$417 (-$511)

Filed 2026-10-21

GK Wealth Management LLC

NEW

Shares2

Change+2

Value$221

Filed 2026-10-09

Gilpin Wealth Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$279 (+$13)

Filed 2026-10-09

JFS Wealth Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$279 (+$13)

Filed 2026-11-03

Financial Consulate, Inc

NEW

Shares1

Change+1

Value$140

Filed 2026-10-23

TD Waterhouse Canada Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$141 (+$6)

Filed 2026-10-16

TFC Financial Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$140 (+$7)

Filed 2026-10-26

Davis Capital Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$139 (+$6)

Filed 2026-10-08

CoreCap Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$139 (+$6)

Filed 2026-10-08

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 11,305

Change-11,305 (-100%)

Value$0 (-$1.5M)

Filed 2026-10-16

Exchange Traded Concepts, LLC

CLOSED

Shares0 from 6,738

Change-6,738 (-100%)

Value$0 (-$893.7K)

Filed 2026-10-28

Alps Advisors Inc

CLOSED

Shares0 from 4,221

Change-4,221 (-100%)

Value$0 (-$559.9K)

Filed 2026-11-03

Commonwealth Financial Services, LLC

CLOSED

Shares0 from 3,146

Change-3,146 (-100%)

Value$0 (-$417.3K)

Filed 2026-10-20

First Citizens Bank & Trust Co

CLOSED

Shares0 from 3,066

Change-3,066 (-100%)

Value$0 (-$406.7K)

Filed 2026-10-14

SkyOak Wealth, LLC

CLOSED

Shares0 from 1,887

Change-1,887 (-100%)

Value$0 (-$250.3K)

Filed 2026-10-28

Fulcrum Asset Management LLP

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 (-$3.2K)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$663)

Filed 2026-11-04

Avion Wealth

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 2,037,326

Change-2,037,326 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 957,629

Change-957,629 (-100%)

Value—

State Street Corp

N/A

Shares— from 765,095

Change-765,095 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 632,471

Change-632,471 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 542,660

Change-542,660 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 533,272

Change-533,272 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 234,622

Change-234,622 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 228,751

Change-228,751 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 201,909

Change-201,909 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 168,424

Change-168,424 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 162,086

Change-162,086 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 128,113

Change-128,113 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 98,561

Change-98,561 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 92,171

Change-92,171 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 82,641

Change-82,641 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 79,052

Change-79,052 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 64,958

Change-64,958 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 61,688

Change-61,688 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 60,963

Change-60,963 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 51,458

Change-51,458 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 48,441

Change-48,441 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 47,657

Change-47,657 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 42,689

Change-42,689 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 40,454

Change-40,454 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 40,234

Change-40,234 (-100%)

Value—

UBS Group AG

N/A

Shares— from 40,067

Change-40,067 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 36,680

Change-36,680 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 34,566

Change-34,566 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 33,671

Change-33,671 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 31,520

Change-31,520 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 30,900

Change-30,900 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 29,673

Change-29,673 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 29,641

Change-29,641 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 28,800

Change-28,800 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 28,457

Change-28,457 (-100%)

Value—

Man Group plc

N/A

Shares— from 26,827

Change-26,827 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 25,495

Change-25,495 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 25,456

Change-25,456 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 23,540

Change-23,540 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 22,543

Change-22,543 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 22,123

Change-22,123 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 21,715

Change-21,715 (-100%)

Value—

Allstate Corp

N/A

Shares— from 18,242

Change-18,242 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 17,289

Change-17,289 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 16,955

Change-16,955 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 16,671

Change-16,671 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 16,429

Change-16,429 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 16,400

Change-16,400 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 14,470

Change-14,470 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 13,080

Change-13,080 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,874

Change-12,874 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 12,824

Change-12,824 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 12,392

Change-12,392 (-100%)

Value—

Nicholson Wealth Management Group, LLC

N/A

Shares— from 12,345

Change-12,345 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 11,520

Change-11,520 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 10,681

Change-10,681 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 9,975

Change-9,975 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 9,529

Change-9,529 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 9,352

Change-9,352 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 8,962

Change-8,962 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,234

Change-8,234 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 7,778

Change-7,778 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 7,428

Change-7,428 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 7,362

Change-7,362 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 7,009

Change-7,009 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 6,982

Change-6,982 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 6,951

Change-6,951 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 6,877

Change-6,877 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 6,850

Change-6,850 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 6,700

Change-6,700 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 6,509

Change-6,509 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 6,200

Change-6,200 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,097

Change-6,097 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 5,901

Change-5,901 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,473

Change-5,473 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,245

Change-5,245 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,107

Change-5,107 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 5,058

Change-5,058 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 4,751

Change-4,751 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 4,639

Change-4,639 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 4,424

Change-4,424 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,169

Change-4,169 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,686

Change-3,686 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 3,670

Change-3,670 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 3,641

Change-3,641 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 3,637

Change-3,637 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 3,473

Change-3,473 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 3,453

Change-3,453 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 3,399

Change-3,399 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 3,397

Change-3,397 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 3,088

Change-3,088 (-100%)

Value—

Lbmc Investment Advisors, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 2,944

Change-2,944 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 2,934

Change-2,934 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 2,909

Change-2,909 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,854

Change-2,854 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,840

Change-2,840 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 2,743

Change-2,743 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 2,730

Change-2,730 (-100%)

Value—

Beck Mack & Oliver LLC

N/A

Shares— from 2,611

Change-2,611 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 2,505

Change-2,505 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 2,418

Change-2,418 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 2,365

Change-2,365 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,133

Change-2,133 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 1,946

Change-1,946 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 1,928

Change-1,928 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 1,782

Change-1,782 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 1,752

Change-1,752 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 1,674

Change-1,674 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 1,320

Change-1,320 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,283

Change-1,283 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 1,262

Change-1,262 (-100%)

Value—

MRP Capital Investments, LLC

N/A

Shares— from 1,249

Change-1,249 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,127

Change-1,127 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 851

Change-851 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 695

Change-695 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 504

Change-504 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 438

Change-438 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 415

Change-415 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 314

Change-314 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 301

Change-301 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 268

Change-268 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 262

Change-262 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 206

Change-206 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 178

Change-178 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 176

Change-176 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 173

Change-173 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 155

Change-155 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 98

Change-98 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 84

Change-84 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 66

Change-66 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 48

Change-48 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 29

Change-29 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Quarry LP

N/A

Shares— from 25

Change-25 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 11

Change-11 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	491,286	489,653	+1,633	+0%	$64.9M	$68.3M	+$3.4M	2026-11-04
Geode Capital Management, LLC	DECREASED	364,592	373,269	-8,677	-2%	$49.5M	$50.7M	+$1.2M	2026-11-06
City Holding Co	DECREASED	235,337	240,368	-5,031	-2%	$31.9M	$32.7M	+$857.7K	2026-10-19
Barr E S & Co	DECREASED	127,546	127,751	-205	0%	$16.9M	$17.7M	+$799.3K	2026-11-06
Bank of New York Mellon Corp	DECREASED	111,651	113,180	-1,529	-1%	$15.0M	$15.5M	+$520.7K	2026-11-05
Axxcess Wealth Management, LLC	DECREASED	103,250	106,738	-3,488	-3%	$14.2M	$14.4M	+$206.4K	2026-10-21
Robeco Institutional Asset Management B.V.	DECREASED	80,573	81,884	-1,311	-2%	$10.9M	$11.2M	+$348.2K	2026-10-20
ProShare Advisors LLC	INCREASED	72,597	2,013	+70,584	+3506%	$267.0K	$10.1M	+$9.8M	2026-10-29
Principal Financial Group Inc	DECREASED	67,722	68,738	-1,016	-1%	$9.1M	$9.4M	+$304.1K	2026-11-02
Leeward Investments, LLC - MA	DECREASED	66,631	70,493	-3,862	-5%	$9.4M	$9.3M	-$80.5K	2026-10-23
Polaris Capital Management, LLC	UNCHANGED	22,295	22,295	0	0%	$3.0M	$3.1M	+$144.5K	2026-10-21
NTV Asset Management LLC	DECREASED	16,182	16,407	-225	-1%	$2.2M	$2.3M	+$75.1K	2026-10-23
McKinley Carter Wealth Services, Inc.	INCREASED	15,308	15,306	+2	+0%	$2.0M	$2.1M	+$99.5K	2026-10-16
Deutsche Bank Ag\	DECREASED	13,550	15,292	-1,742	-11%	$2.0M	$1.9M	-$143.3K	2026-11-06
Mirae Asset Global Investments Co., Ltd.	INCREASED	13,385	11,792	+1,593	+14%	$1.6M	$1.9M	+$298.0K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	13,357	12,564	+793	+6%	$1.7M	$1.9M	+$210.0K	2026-10-13
Barclays PLC	DECREASED	11,874	13,205	-1,331	-10%	$1.8M	$1.7M	-$99.6K	2026-11-06
Creative Planning	DECREASED	11,747	11,770	-23	0%	$1.6M	$1.6M	+$73.1K	2026-11-02
Citigroup Inc	DECREASED	11,654	16,143	-4,489	-28%	$2.1M	$1.6M	-$519.9K	2026-11-04
Thrivent Financial for Lutherans	DECREASED	8,933	9,266	-333	-4%	$1.2M	$1.2M	+$14.0K	2026-11-05
Russell Investments Group, Ltd.	DECREASED	8,205	17,054	-8,849	-52%	$2.3M	$1.1M	-$1.1M	2026-11-06
Illinois Municipal Retirement Fund	DECREASED	7,292	7,347	-55	-1%	$974.5K	$1.0M	+$40.0K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	6,000	6,200	-200	-3%	$822.4K	$834.7K	+$12.4K	2026-10-20
Cambridge Investment Research Advisors, Inc.	INCREASED	4,839	4,682	+157	+3%	$621.0K	$673.0K	+$52.0K	2026-11-02
Inspire Investing, LLC	DECREASED	4,586	5,151	-565	-11%	$683.2K	$638.0K	-$45.2K	2026-10-22
Davenport & Co LLC	UNCHANGED	4,389	4,389	0	0%	$582.2K	$610.6K	+$28.5K	2026-10-14
Arizona State Retirement System	INCREASED	3,973	3,964	+9	+0%	$525.8K	$552.7K	+$26.9K	2026-11-03
Fifth Third Bancorp	DECREASED	3,712	3,897	-185	-5%	$516.9K	$516.4K	-$485	2026-11-05
North Star Investment Management Corp.	UNCHANGED	3,710	3,710	0	0%	$492.1K	$516.1K	+$24.0K	2026-10-27
Amalgamated Bank	DECREASED	3,644	3,792	-148	-4%	$503.0K	$507.0K	+$4.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	3,519	3,804	-285	-7%	$504.6K	$489.6K	-$15.0K	2026-10-22
Kentucky Trust Co	UNCHANGED	3,430	3,430	0	0%	$455.0K	$477.2K	+$22.2K	2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	3,309	3,346	-37	-1%	$443.8K	$460.3K	+$16.5K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	3,110	3,210	-100	-3%	$425.8K	$432.7K	+$6.9K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	3,097	2,047	+1,050	+51%	$271.5K	$430.9K	+$159.3K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	2,890	5,263	-2,373	-45%	$697.0K	$401.0K	-$296.0K	2026-10-15
New York State Teachers Retirement System	UNCHANGED	2,856	2,856	0	0%	$379.0K	$397.0K	+$18.0K	2026-10-22
Praxis Investment Management Inc	UNCHANGED	2,750	2,750	0	0%	$365.0K	$383.0K	+$18.0K	2026-11-03
Dupree Financial Group, LLC	INCREASED	2,551	1,601	+950	+59%	$212.4K	$354.9K	+$142.5K	2026-10-09
Swiss Life Asset Management Ltd	NEW	2,437	—	+2,437	—	—	$339.0K	—	2026-11-03
LPL Financial LLC	DECREASED	2,418	2,441	-23	-1%	$323.8K	$336.4K	+$12.6K	2026-11-06
Carolina Wealth Advisors, LLC	INCREASED	2,322	2,288	+34	+1%	$303.5K	$323.0K	+$19.6K	2026-10-23
Teza Capital Management LLC	NEW	2,302	—	+2,302	—	—	$320.3K	—	2026-10-23
HB Wealth Management, LLC	DECREASED	2,234	2,364	-130	-5%	$313.6K	$310.8K	-$2.8K	2026-10-23
Wesbanco Bank Inc	UNCHANGED	2,195	2,195	0	0%	$291.1K	$305.4K	+$14.2K	2026-11-04
Choreo, LLC	INCREASED	2,194	1,899	+295	+16%	$251.9K	$305.2K	+$53.3K	2026-10-28
Apollon Wealth Management, LLC	INCREASED	2,094	2,053	+41	+2%	$272.3K	$291.3K	+$19.0K	2026-10-23
Pictet Asset Management Holding SA	UNCHANGED	2,003	2,003	0	0%	$265.7K	$278.7K	+$13.0K	2026-11-03
Commonwealth Equity Services, LLC	INCREASED	1,962	1,942	+20	+1%	$257.5K	$272.9K	+$15.4K	2026-11-02
ZWJ Investment Counsel Inc	UNCHANGED	1,887	1,887	0	0%	$250.3K	$262.5K	+$12.2K	2026-10-15
R Squared Ltd	NEW	1,853	—	+1,853	—	—	$257.8K	—	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	1,657	1,631	+26	+2%	$216.3K	$230.5K	+$14.2K	2026-11-06
Mutual of America Capital Management LLC	DECREASED	1,603	1,617	-14	-1%	$214.5K	$223.0K	+$8.5K	2026-10-23
Savant Capital, LLC	NEW	1,551	—	+1,551	—	—	$215.8K	—	2026-11-06
Ledgewood Wealth Advisors, LLC	UNCHANGED	1,520	1,520	0	0%	$201.6K	$211.5K	+$9.8K	2026-10-09
Gamma Investing LLC	INCREASED	1,321	1,197	+124	+10%	$158.8K	$183.8K	+$25.0K	2026-10-08
Nykredit A/S	UNCHANGED	1,002	1,002	0	0%	$132.9K	$139.4K	+$6.5K	2026-11-06
Heritage Family Offices, LLP	NEW	831	—	+831	—	—	$115.6K	—	2026-11-02
First United Bank & Trust	UNCHANGED	665	665	0	0%	$88.2K	$92.5K	+$4.3K	2026-10-22
KBC Group NV	UNCHANGED	566	566	0	0%	$75.0K	$79.0K	+$4.0K	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	454	382	+72	+19%	$50.7K	$63.2K	+$12.5K	2026-10-20
Pinnacle Wealth Planning Services, Inc.	INCREASED	444	437	+7	+2%	$58.0K	$61.8K	+$3.8K	2026-10-27
Cullen T Bankers, Inc.	INCREASED	404	306	+98	+32%	$40.5K	$56.2K	+$15.7K	2026-10-28
Sterling Capital Management LLC	INCREASED	398	123	+275	+224%	$16.3K	$55.4K	+$39.1K	2026-10-22
Archer Investment Corp	UNCHANGED	366	366	0	0%	$48.5K	$50.9K	+$2.4K	2026-11-05
Versant Capital Management, Inc	INCREASED	304	279	+25	+9%	$37.0K	$42.3K	+$5.3K	2026-10-02
Allworth Financial LP	INCREASED	202	201	+1	+1%	$26.7K	$26.8K	+$133	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	158	141	+17	+12%	$18.7K	$22.0K	+$3.3K	2026-11-04
UMB Bank, n.a.	DECREASED	156	163	-7	-4%	$21.6K	$21.7K	+$83	2026-11-06
Harbor Capital Advisors, Inc.	DECREASED	142	149	-7	-5%	$20	$20	$0	2026-10-22
Lanark Financial, Inc.	UNCHANGED	100	100	0	0%	$13.3K	$13.9K	+$648	2026-10-26
US Bancorp \de\	UNCHANGED	99	99	0	0%	$13.1K	$13.8K	+$642	2026-11-05
Larson Financial Group LLC	UNCHANGED	89	89	0	0%	$11.8K	$12.4K	+$577	2026-11-05
MassMutual Private Wealth & Trust, FSB	UNCHANGED	86	86	0	0%	$11.4K	$12.0K	+$557	2026-10-05
Root Financial Partners, LLC	NEW	82	—	+82	—	—	$11.4K	—	2026-10-21
Salomon & Ludwin, LLC	UNCHANGED	77	77	0	0%	$10.4K	$10.7K	+$297	2026-10-29
Farther Finance Advisors, LLC	INCREASED	71	22	+49	+223%	$2.9K	$9.9K	+$7.0K	2026-10-08
Hughes Financial Services, LLC	UNCHANGED	58	58	0	0%	$7.7K	$8.3K	+$647	2026-10-30
Cedar Mountain Advisors, LLC	UNCHANGED	55	55	0	0%	$7.3K	$7.7K	+$357	2026-10-15
SJS Investment Consulting Inc.	INCREASED	54	18	+36	+200%	$2.4K	$7.5K	+$5.1K	2026-10-26
SBI Securities Co., Ltd.	DECREASED	44	47	-3	-6%	$6.2K	$6.1K	-$113	2026-10-22
First Horizon Corp	DECREASED	41	113	-72	-64%	$15.0K	$5.7K	-$9.3K	2026-10-26
IFP Advisors, Inc	UNCHANGED	40	40	0	0%	$5.3K	$5.6K	+$259	2026-10-16
Essential Partners LLC	UNCHANGED	36	36	0	0%	$4.8K	$5.0K	+$233	2026-10-14
Signaturefd, LLC	UNCHANGED	22	22	0	0%	$2.9K	$3.1K	+$143	2026-10-23
UMB Private Wealth Management, LLC	NEW	20	—	+20	—	—	$2.8K	—	2026-10-19
Parkside Financial Bank & Trust	UNCHANGED	19	19	0	0%	$2.5K	$2.6K	+$124	2026-10-27
High Note Wealth, LLC	UNCHANGED	18	18	0	0%	$2.4K	$2.5K	+$116	2026-10-27
Bare Financial Services, Inc	UNCHANGED	17	17	0	0%	$2.3K	$2.4K	+$110	2026-11-04
Retirement Wealth Solutions LLC	UNCHANGED	16	16	0	0%	$2.1K	$2.2K	+$103	2026-10-07
Farmers & Merchants Investments Inc	INCREASED	14	8	+6	+75%	$1.1K	$1.9K	+$887	2026-10-22
Clearstead Advisors, LLC	DECREASED	10	12	-2	-17%	$1.6K	$1.4K	-$201	2026-11-06
Provenance Wealth Advisors, LLC	NEW	7	—	+7	—	—	$974	—	2026-10-30
Spire Wealth Management	UNCHANGED	7	7	0	0%	$928	$974	+$46	2026-10-30
TD Private Client Wealth LLC	NEW	6	—	+6	—	—	$835	—	2026-10-28
Covestor Ltd	DECREASED	6	9	-3	-33%	$1	$1	$0	2026-10-30
WPG Advisers, LLC	UNCHANGED	5	5	0	0%	$663	$696	+$33	2026-10-27
True Wealth Design, LLC	UNCHANGED	4	4	0	0%	$531	$557	+$26	2026-10-13
Valley National Advisers Inc	NEW	3	—	+3	—	—	$418	—	2026-10-23
Assetmark, Inc	DECREASED	3	7	-4	-57%	$928	$417	-$511	2026-10-21
GK Wealth Management LLC	NEW	2	—	+2	—	—	$221	—	2026-10-09
Gilpin Wealth Management, LLC	UNCHANGED	2	2	0	0%	$266	$279	+$13	2026-10-09
JFS Wealth Advisors, LLC	UNCHANGED	2	2	0	0%	$266	$279	+$13	2026-11-03
Financial Consulate, Inc	NEW	1	—	+1	—	—	$140	—	2026-10-23
TD Waterhouse Canada Inc.	UNCHANGED	1	1	0	0%	$135	$141	+$6	2026-10-16
TFC Financial Management, Inc.	UNCHANGED	1	1	0	0%	$133	$140	+$7	2026-10-26
Davis Capital Management	UNCHANGED	1	1	0	0%	$133	$139	+$6	2026-10-08
CoreCap Advisors, LLC	UNCHANGED	1	1	0	0%	$133	$139	+$6	2026-10-08
Y-Intercept (Hong Kong) Ltd	CLOSED	0	11,305	-11,305	-100%	$1.5M	$0	-$1.5M	2026-10-16
Exchange Traded Concepts, LLC	CLOSED	0	6,738	-6,738	-100%	$893.7K	$0	-$893.7K	2026-10-28
Alps Advisors Inc	CLOSED	0	4,221	-4,221	-100%	$559.9K	$0	-$559.9K	2026-11-03
Commonwealth Financial Services, LLC	CLOSED	0	3,146	-3,146	-100%	$417.3K	$0	-$417.3K	2026-10-20
First Citizens Bank & Trust Co	CLOSED	0	3,066	-3,066	-100%	$406.7K	$0	-$406.7K	2026-10-14
SkyOak Wealth, LLC	CLOSED	0	1,887	-1,887	-100%	$250.3K	$0	-$250.3K	2026-10-28
Fulcrum Asset Management LLP	CLOSED	0	24	-24	-100%	$3.2K	$0	-$3.2K	2026-11-04
Plante Moran Financial Advisors, LLC	CLOSED	0	5	-5	-100%	$663	$0	-$663	2026-11-04
Avion Wealth	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-06
BlackRock, Inc.	N/A	—	2,037,326	-2,037,326	-100%	$270.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	957,629	-957,629	-100%	$127.0M	—	—	—
State Street Corp	N/A	—	765,095	-765,095	-100%	$101.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	632,471	-632,471	-100%	$83.9M	—	—	—
Westwood Holdings Group Inc	N/A	—	542,660	-542,660	-100%	$72.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	533,272	-533,272	-100%	$70.7M	—	—	—
Two Sigma Investments, LP	N/A	—	234,622	-234,622	-100%	$31.1M	—	—	—
JPMorgan Chase & Co	N/A	—	228,751	-228,751	-100%	$30.2M	—	—	—
Morgan Stanley	N/A	—	201,909	-201,909	-100%	$26.8M	—	—	—
Victory Capital Management Inc	N/A	—	168,424	-168,424	-100%	$22.3M	—	—	—
Northern Trust Corp	N/A	—	162,086	-162,086	-100%	$21.5M	—	—	—
American Century Companies Inc	N/A	—	128,113	-128,113	-100%	$17.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	98,561	-98,561	-100%	$13.1M	—	—	—
Qube Research & Technologies Ltd	N/A	—	92,171	-92,171	-100%	$12.2M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	82,641	-82,641	-100%	$11.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	79,052	-79,052	-100%	$10.5M	—	—	—
First Trust Advisors LP	N/A	—	64,958	-64,958	-100%	$8.6M	—	—	—
Renaissance Technologies LLC	N/A	—	61,688	-61,688	-100%	$8.2M	—	—	—
Invesco Ltd.	N/A	—	60,963	-60,963	-100%	$8.1M	—	—	—
Citadel Advisors LLC	N/A	—	51,458	-51,458	-100%	$6.8M	—	—	—
Public Sector Pension Investment Board	N/A	—	48,441	-48,441	-100%	$6.4M	—	—	—
AQR Capital Management LLC	N/A	—	47,657	-47,657	-100%	$6.3M	—	—	—
Millennium Management LLC	N/A	—	42,689	-42,689	-100%	$5.7M	—	—	—
Nuveen, LLC	N/A	—	40,454	-40,454	-100%	$5.4M	—	—	—
Numerai GP LLC	N/A	—	40,234	-40,234	-100%	$5.3M	—	—	—
UBS Group AG	N/A	—	40,067	-40,067	-100%	$5.3M	—	—	—
Rhumbline Advisers	N/A	—	36,680	-36,680	-100%	$4.9M	—	—	—
Legal & General Group Plc	N/A	—	34,566	-34,566	-100%	$4.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	33,671	-33,671	-100%	$4.5M	—	—	—
Bank of America Corp	N/A	—	31,520	-31,520	-100%	$4.2M	—	—	—
TD Asset Management Inc	N/A	—	30,900	-30,900	-100%	$4.1M	—	—	—
Zacks Investment Management	N/A	—	29,673	-29,673	-100%	$3.9M	—	—	—
Wells Fargo & Company	N/A	—	29,641	-29,641	-100%	$3.9M	—	—	—
Swiss National Bank	N/A	—	28,800	-28,800	-100%	$3.8M	—	—	—
MAI Capital Management	N/A	—	28,457	-28,457	-100%	$3.8M	—	—	—
Man Group plc	N/A	—	26,827	-26,827	-100%	$3.6M	—	—	—
GW&K Investment Management, LLC	N/A	—	25,495	-25,495	-100%	$3.4M	—	—	—
Bessemer Group Inc	N/A	—	25,456	-25,456	-100%	$3.4M	—	—	—
Winton Group Ltd	N/A	—	23,540	-23,540	-100%	$3.1M	—	—	—
Ameriprise Financial Inc	N/A	—	22,543	-22,543	-100%	$3.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	22,123	-22,123	-100%	$2.9M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	21,715	-21,715	-100%	$2.9M	—	—	—
Allstate Corp	N/A	—	18,242	-18,242	-100%	$2.4M	—	—	—
California State Teachers Retirement System	N/A	—	17,289	-17,289	-100%	$2.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	16,955	-16,955	-100%	$2.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	16,671	-16,671	-100%	$2.2M	—	—	—
Royal Bank of Canada	N/A	—	16,429	-16,429	-100%	$2.2M	—	—	—
Alliancebernstein L.P.	N/A	—	16,400	-16,400	-100%	$2.0M	—	—	—
Prudential Financial Inc	N/A	—	14,470	-14,470	-100%	$1.9M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	13,080	-13,080	-100%	$1.7M	—	—	—
XTX Topco Ltd	N/A	—	12,874	-12,874	-100%	$1.7M	—	—	—
Voloridge Investment Management, LLC	N/A	—	12,824	-12,824	-100%	$1.7M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	12,392	-12,392	-100%	$1.6M	—	—	—
Nicholson Wealth Management Group, LLC	N/A	—	12,345	-12,345	-100%	$1.6M	—	—	—
SG Americas Securities, LLC	N/A	—	11,520	-11,520	-100%	$1.5M	—	—	—
Canada Life Assurance Co	N/A	—	10,681	-10,681	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	9,975	-9,975	-100%	$1.3M	—	—	—
Rafferty Asset Management, LLC	N/A	—	9,529	-9,529	-100%	$1.3M	—	—	—
Franklin Resources Inc	N/A	—	9,352	-9,352	-100%	$1.2M	—	—	—
Quantbot Technologies LP	N/A	—	8,962	-8,962	-100%	$1.2M	—	—	—
MetLife Investment Management, LLC	N/A	—	8,234	-8,234	-100%	$1.1M	—	—	—
Point72 Asset Management, L.P.	N/A	—	7,778	-7,778	-100%	$1.0M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	7,428	-7,428	-100%	$985.3K	—	—	—
Cerity Partners LLC	N/A	—	7,362	-7,362	-100%	$976.5K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	7,009	-7,009	-100%	$929.7K	—	—	—
SEI Investments Co	N/A	—	6,982	-6,982	-100%	$926.3K	—	—	—
Baird Financial Group, Inc.	N/A	—	6,951	-6,951	-100%	$922.0K	—	—	—
Tudor Investment Corp ET AL	N/A	—	6,877	-6,877	-100%	$912.2K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	6,850	-6,850	-100%	$908.6K	—	—	—
Jupiter Topco LLC	N/A	—	6,700	-6,700	-100%	$888.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	6,509	-6,509	-100%	$863.4K	—	—	—
Canada Pension Plan Investment Board	N/A	—	6,200	-6,200	-100%	$822.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,097	-6,097	-100%	$808.7K	—	—	—
Quadrature Capital Ltd	N/A	—	5,901	-5,901	-100%	$782.7K	—	—	—
New York State Common Retirement Fund	N/A	—	5,473	-5,473	-100%	$725.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,245	-5,245	-100%	$695.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,107	-5,107	-100%	$677.4K	—	—	—
QRG Capital Management, Inc.	N/A	—	5,058	-5,058	-100%	$670.9K	—	—	—
Handelsbanken Fonder AB	N/A	—	4,751	-4,751	-100%	$630.0K	—	—	—
Tidal Investments LLC	N/A	—	4,639	-4,639	-100%	$615.3K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	4,424	-4,424	-100%	$586.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,169	-4,169	-100%	$553.0K	—	—	—
FMR LLC	N/A	—	3,686	-3,686	-100%	$488.9K	—	—	—
Jain Global LLC	N/A	—	3,670	-3,670	-100%	$486.8K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	3,641	-3,641	-100%	$483.0K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	3,637	-3,637	-100%	$482.4K	—	—	—
Balyasny Asset Management L.P.	N/A	—	3,473	-3,473	-100%	$460.7K	—	—	—
Federated Hermes, Inc.	N/A	—	3,453	-3,453	-100%	$458.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	3,399	-3,399	-100%	$450.8K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	3,397	-3,397	-100%	$450.6K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	3,200	-3,200	-100%	$424.4K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	3,088	-3,088	-100%	$409.6K	—	—	—
Lbmc Investment Advisors, LLC	N/A	—	3,000	-3,000	-100%	$397.9K	—	—	—
Intech Investment Management LLC	N/A	—	2,944	-2,944	-100%	$390.5K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	2,934	-2,934	-100%	$389.2K	—	—	—
Squarepoint Ops LLC	N/A	—	2,909	-2,909	-100%	$385.9K	—	—	—
Neuberger Berman Group LLC	N/A	—	2,854	-2,854	-100%	$378.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	2,840	-2,840	-100%	$376.7K	—	—	—
Voya Investment Management LLC	N/A	—	2,743	-2,743	-100%	$363.8K	—	—	—
Engineers Gate Manager LP	N/A	—	2,730	-2,730	-100%	$362.1K	—	—	—
Beck Mack & Oliver LLC	N/A	—	2,611	-2,611	-100%	$346.3K	—	—	—
Teacher Retirement System of Texas	N/A	—	2,505	-2,505	-100%	$332.3K	—	—	—
DRW Securities, LLC	N/A	—	2,418	-2,418	-100%	$320.7K	—	—	—
Zhang Financial LLC	N/A	—	2,365	-2,365	-100%	$313.7K	—	—	—
Bank of Montreal	N/A	—	2,133	-2,133	-100%	$282.9K	—	—	—
Captrust Financial Advisors	N/A	—	1,946	-1,946	-100%	$258.1K	—	—	—
State of Wisconsin Investment Board	N/A	—	1,928	-1,928	-100%	$255.7K	—	—	—
Mariner, LLC	N/A	—	1,782	-1,782	-100%	$236.4K	—	—	—
Aigen Investment Management, LP	N/A	—	1,752	-1,752	-100%	$232.4K	—	—	—
HighTower Advisors, LLC	N/A	—	1,674	-1,674	-100%	$222.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	1,320	-1,320	-100%	$175.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,283	-1,283	-100%	$170.2K	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	1,262	-1,262	-100%	$167.4K	—	—	—
MRP Capital Investments, LLC	N/A	—	1,249	-1,249	-100%	$165.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,127	-1,127	-100%	$149.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	851	-851	-100%	$112.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	695	-695	-100%	$92.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	504	-504	-100%	$66.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	438	-438	-100%	$58.1K	—	—	—
Heritage Wealth Advisors	N/A	—	415	-415	-100%	$55.0K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	314	-314	-100%	$41.6K	—	—	—
PlanVest Financial, Inc	N/A	—	301	-301	-100%	$39.9K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	268	-268	-100%	$35.5K	—	—	—
Arax Advisory Partners	N/A	—	262	-262	-100%	$34.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	206	-206	-100%	$27.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	178	-178	-100%	$24	—	—	—
Geneos Wealth Management Inc.	N/A	—	176	-176	-100%	$23.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	173	-173	-100%	$22.9K	—	—	—
Smithfield Trust Co	N/A	—	155	-155	-100%	$20	—	—	—
LOS Angeles Capital Management LLC	N/A	—	117	-117	-100%	$15.5K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	98	-98	-100%	$13.0K	—	—	—
Optiver Holding B.V.	N/A	—	84	-84	-100%	$11.1K	—	—	—
Whittier Trust Co	N/A	—	66	-66	-100%	$8.9K	—	—	—
Brown Brothers Harriman & Co	N/A	—	48	-48	-100%	$6.4K	—	—	—
Manning & Napier Advisors LLC	N/A	—	37	-37	-100%	$4.9K	—	—	—
Rothschild Investment LLC	N/A	—	33	-33	-100%	$4.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	29	-29	-100%	$3.8K	—	—	—
Continuum Advisory, LLC	N/A	—	29	-29	-100%	$3.8K	—	—	—
Quarry LP	N/A	—	25	-25	-100%	$3.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	22	-22	-100%	$2.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	11	-11	-100%	$1.5K	—	—	—
Kilter Group LLC	N/A	—	11	-11	-100%	$1.5K	—	—	—
BFC Planning, Inc.	N/A	—	10	-10	-100%	$1.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	10	-10	-100%	$1.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	8	-8	-100%	$1.0K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	8	-8	-100%	$1.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	6	-6	-100%	$795	—	—	—
Ankerstar Wealth, LLC	N/A	—	3	-3	-100%	$398	—	—	—

Showing 266 of 266 institutions