Coca-Cola Femsa SAB (KOF)

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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Tweedy, Browne Co LLC

DECREASED

Shares1,120,980 from 1,160,570

Change-39,590 (-3%)

Value$121.1M (-$2.2M)

Filed 2026-11-04

Robeco Institutional Asset Management B.V.

INCREASED

Shares512,996 from 476,898

Change+36,098 (+8%)

Value$55.4M (+$4.8M)

Filed 2026-10-20

Fort Washington Investment Advisors Inc

INCREASED

Shares496,867 from 496,822

Change+45 (+0%)

Value$53.7M (+$894.2K)

Filed 2026-10-15

Dimensional Fund Advisors LP

DECREASED

Shares167,884 from 169,512

Change-1,628 (-1%)

Value$18.1M (+$122.1K)

Filed 2026-11-04

Deutsche Bank Ag\

INCREASED

Shares161,404 from 150,959

Change+10,445 (+7%)

Value$17.4M (+$1.4M)

Filed 2026-11-06

Crossmark Global Holdings, Inc.

DECREASED

Shares136,269 from 147,105

Change-10,836 (-7%)

Value$14.7M (-$907.4K)

Filed 2026-10-21

Martin Capital Partners, LLC

DECREASED

Shares56,825 from 56,991

Change-166 (0%)

Value$6.1M (+$84.1K)

Filed 2026-10-07

Gradient Investments LLC

DECREASED

Shares52,006 from 52,023

Change-17 (0%)

Value$5.6M (+$91.3K)

Filed 2026-10-08

Oppenheimer Asset Management Inc.

INCREASED

Shares48,784 from 48,734

Change+50 (+0%)

Value$5.3M (+$92.6K)

Filed 2026-10-27

TrueMark Investments, LLC

INCREASED

Shares42,518 from 36,902

Change+5,616 (+15%)

Value$4.6M (+$672.8K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares40,840 from 37,596

Change+3,244 (+9%)

Value$4.4M (+$417.8K)

Filed 2026-11-02

Aubrey Capital Management Ltd

NEW

Shares38,400

Change+38,400

Value$4.1M

Filed 2026-10-19

Arkfeld Wealth Strategies, L.L.C.

DECREASED

Shares30,090 from 30,458

Change-368 (-1%)

Value$3.2M (-$56.0K)

Filed 2026-10-19

Seafarer Capital Partners, LLC

UNCHANGED

Shares29,000 from 29,000

Change0 (0%)

Value$3.1M (+$51.9K)

Filed 2026-11-05

Vise Technologies, Inc.

INCREASED

Shares27,284 from 23,835

Change+3,449 (+14%)

Value$2.9M (+$415.3K)

Filed 2026-10-29

Ritholtz Wealth Management

DECREASED

Shares24,072 from 24,776

Change-704 (-3%)

Value$2.6M (-$31.7K)

Filed 2026-11-05

LSV Asset Management

UNCHANGED

Shares19,800 from 19,800

Change0 (0%)

Value$2.1M (+$2.1M)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares17,482 from 14,192

Change+3,290 (+23%)

Value$1.9M (+$380.9K)

Filed 2026-11-06

Quadrant Capital Group LLC

INCREASED

Shares16,803 from 16,681

Change+122 (+1%)

Value$1.9M (+$170.1K)

Filed 2026-10-20

Bank of New York Mellon Corp

INCREASED

Shares15,483 from 13,848

Change+1,635 (+12%)

Value$1.7M (+$201.5K)

Filed 2026-11-05

Point Nemo Capital, LLC

INCREASED

Shares12,682 from 12,408

Change+274 (+2%)

Value$1.4M (+$51.9K)

Filed 2026-11-03

ABN Amro Investment Solutions

NEW

Shares12,281

Change+12,281

Value$1.3M

Filed 2026-10-21

Lester Murray Antman dba SimplyRich

DECREASED

Shares12,133 from 33,619

Change-21,486 (-64%)

Value$1.3M (+$1.3M)

Filed 2026-11-06

Strs Ohio

DECREASED

Shares10,795 from 11,136

Change-341 (-3%)

Value$1.2M (-$16.9K)

Filed 2026-10-30

Leo Wealth, LLC

NEW

Shares10,526

Change+10,526

Value$1.1M

Filed 2026-10-26

Kathmere Capital Management, LLC

INCREASED

Shares10,132 from 8,146

Change+1,986 (+24%)

Value$1.1M (+$229.1K)

Filed 2026-10-20

Capital Advisors Wealth Management, LLC

INCREASED

Shares10,111 from 9,781

Change+330 (+3%)

Value$1.1M (+$53.2K)

Filed 2026-10-09

Compound Planning, Inc.

INCREASED

Shares10,042 from 7,219

Change+2,823 (+39%)

Value$1.1M (+$317.9K)

Filed 2026-11-05

Sterling Investment Management, LLC

DECREASED

Shares9,599 from 9,719

Change-120 (-1%)

Value$1.0M (+$4.4K)

Filed 2026-10-16

Bright Futures Wealth Management, Llc.

DECREASED

Shares9,316 from 10,236

Change-920 (-9%)

Value$1.0M (-$81.1K)

Filed 2026-10-23

D.A. Davidson & Co.

INCREASED

Shares9,013 from 9,004

Change+9 (+0%)

Value$973.8K (+$17.1K)

Filed 2026-10-28

Truist Financial Corp

INCREASED

Shares8,424 from 4,142

Change+4,282 (+103%)

Value$910.1K (+$470.0K)

Filed 2026-10-30

Archer Investment Corp

UNCHANGED

Shares7,850 from 7,850

Change0 (0%)

Value$848.1K (+$14.1K)

Filed 2026-11-05

Regions Financial Corp

INCREASED

Shares7,734 from 7,603

Change+131 (+2%)

Value$835.6K (+$27.8K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares7,693 from 7,770

Change-77 (-1%)

Value$831.2K (+$5.6K)

Filed 2026-11-04

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares7,676 from 6,685

Change+991 (+15%)

Value$829.3K (+$119.0K)

Filed 2026-10-13

Savant Capital, LLC

INCREASED

Shares7,325 from 5,967

Change+1,358 (+23%)

Value$791.4K (+$157.4K)

Filed 2026-11-06

Americana Partners, LLC

INCREASED

Shares6,531 from 5,468

Change+1,063 (+19%)

Value$705.6K (+$124.6K)

Filed 2026-10-28

PNC Financial Services Group, Inc.

DECREASED

Shares5,186 from 5,910

Change-724 (-12%)

Value$560.3K (-$67.6K)

Filed 2026-11-06

FCG Investment Co

INCREASED

Shares5,164 from 3,957

Change+1,207 (+31%)

Value$557.9K (+$137.5K)

Filed 2026-10-13

Ethic Inc.

DECREASED

Shares4,769 from 5,691

Change-922 (-16%)

Value$515.2K (-$89.4K)

Filed 2026-11-03

Balefire, LLC

DECREASED

Shares4,311 from 6,111

Change-1,800 (-29%)

Value$465.8K (-$183.5K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares4,259 from 4,594

Change-335 (-7%)

Value$460.2K (-$27.9K)

Filed 2026-11-02

James T. Borello RIA

UNCHANGED

Shares4,120 from 4,120

Change0 (0%)

Value$445.1K (+$7.4K)

Filed 2026-10-16

R Squared Ltd

INCREASED

Shares4,101 from 3,334

Change+767 (+23%)

Value$443.1K (+$88.8K)

Filed 2026-11-06

Atria Investments, Inc

INCREASED

Shares3,991 from 3,716

Change+275 (+7%)

Value$431.2K (+$36.4K)

Filed 2026-10-15

Confluence Investment Management LLC

INCREASED

Shares3,830 from 3,788

Change+42 (+1%)

Value$413.8K (+$11.3K)

Filed 2026-10-01

Convergence Financial, LLC

DECREASED

Shares3,761 from 6,016

Change-2,255 (-37%)

Value$406.3K (-$232.9K)

Filed 2026-10-27

US Bancorp \de\

DECREASED

Shares3,707 from 3,970

Change-263 (-7%)

Value$400.5K (-$21.3K)

Filed 2026-11-05

Sage Investment Counsel LLC

UNCHANGED

Shares3,700 from 3,700

Change0 (0%)

Value$399.7K (+$6.6K)

Filed 2026-10-26

Russell Investments Group, Ltd.

UNCHANGED

Shares3,572 from 3,572

Change0 (0%)

Value$385.9K (+$6.4K)

Filed 2026-11-06

HB Wealth Management, LLC

NEW

Shares3,475

Change+3,475

Value$375.5K

Filed 2026-10-23

Summit Global Investments

UNCHANGED

Shares3,472 from 3,472

Change0 (0%)

Value$375.0K (+$374.6K)

Filed 2026-10-28

Alhambra Investment Management LLC

DECREASED

Shares3,310 from 3,317

Change-7 (0%)

Value$357.6K (+$5.2K)

Filed 2026-10-15

Elevation Point Wealth Partners, LLC

INCREASED

Shares2,985 from 2,870

Change+115 (+4%)

Value$322.5K (+$17.6K)

Filed 2026-11-05

D'Orazio & Associates, Inc.

INCREASED

Shares2,900 from 2,608

Change+292 (+11%)

Value$313.3K (+$36.2K)

Filed 2026-11-04

Davenport & Co LLC

NEW

Shares2,871

Change+2,871

Value$310.2K

Filed 2026-10-14

Prospera Financial Services Inc

INCREASED

Shares2,835 from 2,390

Change+445 (+19%)

Value$327.9K (+$74.0K)

Filed 2026-11-04

Park Avenue Securities LLC

INCREASED

Shares2,698 from 2,661

Change+37 (+1%)

Value$292.0K (+$291.7K)

Filed 2026-10-26

Merit Financial Group, LLC

INCREASED

Shares2,506 from 2,373

Change+133 (+6%)

Value$270.7K (+$18.6K)

Filed 2026-11-06

Ascent Group, LLC

INCREASED

Shares2,504 from 2,032

Change+472 (+23%)

Value$270.6K (+$54.6K)

Filed 2026-10-30

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares2,434 from 16,914

Change-14,480 (-86%)

Value$263.0K (-$1.5M)

Filed 2026-10-16

Hamel Associates, Inc.

UNCHANGED

Shares2,375 from 2,375

Change0 (0%)

Value$256.6K (+$4.3K)

Filed 2026-11-06

Aprio Wealth Management, LLC

INCREASED

Shares2,319 from 2,261

Change+58 (+3%)

Value$250.5K (+$10.3K)

Filed 2026-10-28

First Affirmative Financial Network

NEW

Shares2,267

Change+2,267

Value$245.0K

Filed 2026-10-21

TD Private Client Wealth LLC

DECREASED

Shares2,142 from 2,208

Change-66 (-3%)

Value$231.4K (-$3.2K)

Filed 2026-10-28

HBK Sorce Advisory LLC

DECREASED

Shares1,984 from 2,016

Change-32 (-2%)

Value$227.7K (+$9.4K)

Filed 2026-11-06

Cornerstone Wealth Management, LLC

NEW

Shares1,864

Change+1,864

Value$201.3K

Filed 2026-11-04

DekaBank Deutsche Girozentrale

INCREASED

Shares1,520 from 1,100

Change+420 (+38%)

Value$165.0K (+$164.9K)

Filed 2026-10-27

Ascentis Wealth Management, LLC

NEW

Shares1,406

Change+1,406

Value$151.9K

Filed 2026-11-03

Hartford Financial Management Inc.

DECREASED

Shares1,236 from 1,298

Change-62 (-5%)

Value$133.5K (-$4.4K)

Filed 2026-10-21

TD Waterhouse Canada Inc.

UNCHANGED

Shares1,230 from 1,230

Change0 (0%)

Value$129.5K (-$674)

Filed 2026-10-16

Simplex Trading, LLC

INCREASED

Shares1,182 from 1,063

Change+119 (+11%)

Value$127.7K (+$14.8K)

Filed 2026-11-04

KBC Group NV

INCREASED

Shares1,031 from 955

Change+76 (+8%)

Value$111.0K (+$10.0K)

Filed 2026-10-22

Inspire Investing, LLC

INCREASED

Shares979 from 950

Change+29 (+3%)

Value$105.7K (+$4.8K)

Filed 2026-10-22

GHP Investment Advisors, Inc.

UNCHANGED

Shares908 from 908

Change0 (0%)

Value$98.1K (+$1.6K)

Filed 2026-10-15

Community Financial Services Group, LLC

UNCHANGED

Shares872 from 872

Change0 (0%)

Value$92.0K (-$218)

Filed 2026-10-15

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares788 from 1,134

Change-346 (-31%)

Value$85.1K (-$35.4K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

INCREASED

Shares731 from 573

Change+158 (+28%)

Value$79.0K (+$18.1K)

Filed 2026-11-04

Lanark Financial, Inc.

INCREASED

Shares728 from 680

Change+48 (+7%)

Value$78.7K (+$6.4K)

Filed 2026-10-26

Signaturefd, LLC

UNCHANGED

Shares698 from 698

Change0 (0%)

Value$75.4K (+$1.2K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares676 from 667

Change+9 (+1%)

Value$73.0K (+$2.2K)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares628 from 606

Change+22 (+4%)

Value$67.9K (+$3.5K)

Filed 2026-11-03

Triumph Capital Management

UNCHANGED

Shares585 from 585

Change0 (0%)

Value$63.2K (+$1.0K)

Filed 2026-10-14

Gamma Investing LLC

INCREASED

Shares335 from 266

Change+69 (+26%)

Value$36.2K (+$7.9K)

Filed 2026-10-08

SBI Securities Co., Ltd.

INCREASED

Shares329 from 271

Change+58 (+21%)

Value$35.5K (+$6.8K)

Filed 2026-10-22

Byrne Asset Management LLC

UNCHANGED

Shares290 from 290

Change0 (0%)

Value$30.6K (-$203)

Filed 2026-10-06

CoreCap Advisors, LLC

DECREASED

Shares258 from 262

Change-4 (-2%)

Value$27.9K (+$36)

Filed 2026-10-08

Private Trust Co NA

INCREASED

Shares256 from 112

Change+144 (+129%)

Value$27.7K (+$15.8K)

Filed 2026-10-20

Clearstead Advisors, LLC

UNCHANGED

Shares192 from 192

Change0 (0%)

Value$20.7K (+$344)

Filed 2026-11-06

BI Asset Management Fondsmaeglerselskab A/S

NEW

Shares180

Change+180

Value$19

Filed 2026-10-22

Central Trust Co

NEW

Shares176

Change+176

Value$19.0K

Filed 2026-11-05

Retirement Wealth Solutions LLC

UNCHANGED

Shares176 from 176

Change0 (0%)

Value$19.0K (+$316)

Filed 2026-10-07

IFP Advisors, Inc

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$18.2K (+$301)

Filed 2026-10-16

Larson Financial Group LLC

INCREASED

Shares161 from 151

Change+10 (+7%)

Value$17.4K (+$1.4K)

Filed 2026-11-05

Costello Asset Management, Inc

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$15.2K (+$253)

Filed 2026-10-30

Provenance Wealth Advisors, LLC

NEW

Shares138

Change+138

Value$14.9K

Filed 2026-10-30

Blue Trust, Inc.

DECREASED

Shares134 from 496

Change-362 (-73%)

Value$14.5K (-$38.2K)

Filed 2026-10-15

Assetmark, Inc

INCREASED

Shares130 from 92

Change+38 (+41%)

Value$14.0K (+$4.3K)

Filed 2026-10-21

Allworth Financial LP

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$12.2K ($0)

Filed 2026-11-06

Parkside Financial Bank & Trust

UNCHANGED

Shares111 from 111

Change0 (0%)

Value$12.0K (+$199)

Filed 2026-10-27

Grove Bank & Trust

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$9.7K (+$161)

Filed 2026-10-08

Acumen Wealth Advisors, LLC

INCREASED

Shares82 from 58

Change+24 (+41%)

Value$8.9K (+$2.7K)

Filed 2026-11-05

Highline Wealth Partners LLC

UNCHANGED

Shares81 from 81

Change0 (0%)

Value$8.8K (+$145)

Filed 2026-10-19

Cullen T Bankers, Inc.

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$8.3K (+$200)

Filed 2026-10-28

Silver Grove Financial Group, Inc.

INCREASED

Shares75 from 39

Change+36 (+92%)

Value$8.1K (+$4.0K)

Filed 2026-11-05

Trust Co of Vermont

NEW

Shares47

Change+47

Value$5.1K

Filed 2026-10-21

WPG Advisers, LLC

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$5.1K (+$84)

Filed 2026-10-27

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$4.5K (+$75)

Filed 2026-10-27

Princeton Global Asset Management LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$4.4K (+$74)

Filed 2026-10-21

Covestor Ltd

NEW

Shares37

Change+37

Value$4.0K

Filed 2026-10-30

True Wealth Design, LLC

DECREASED

Shares37 from 39

Change-2 (-5%)

Value$4.0K (-$146)

Filed 2026-10-13

Signature Equity Partners, LLC

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$3.7K (+$60)

Filed 2026-10-29

Elevation Wealth Partners, LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$3.6K (+$59)

Filed 2026-10-07

Root Financial Partners, LLC

NEW

Shares32

Change+32

Value$3.5K

Filed 2026-10-21

First Command Advisory Services, Inc.

INCREASED

Shares32 from 21

Change+11 (+52%)

Value$3.5K (+$1.2K)

Filed 2026-11-05

Bare Financial Services, Inc

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$3.2K (+$53)

Filed 2026-11-04

Bell Investment Advisors, Inc

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$3.2K (+$54)

Filed 2026-10-29

JFS Wealth Advisors, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$2.5K (+$41)

Filed 2026-11-03

Versant Capital Management, Inc

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$2.4K (+$39)

Filed 2026-10-02

Barclays PLC

NEW

Shares19

Change+19

Value$2.1K

Filed 2026-11-06

Fifth Third Bancorp

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.7K (+$29)

Filed 2026-11-05

Markowski Investments

NEW

Shares15

Change+15

Value$1.6K

Filed 2026-10-30

North Star Investment Management Corp.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$648 (+$10)

Filed 2026-10-27

Physician Wealth Advisors, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$433 (+$8)

Filed 2026-10-20

Caitong International Asset Management Co., Ltd

NEW

Shares2

Change+2

Value$216

Filed 2026-10-29

Abound Wealth Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$217 (+$4)

Filed 2026-10-26

DecisionPoint Financial, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$106 ($0)

Filed 2026-10-27

ABC Arbitrage SA

CLOSED

Shares0 from 2,223

Change-2,223 (-100%)

Value$0 (-$236.2K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 2,067

Change-2,067 (-100%)

Value$0 (-$220)

Filed 2026-11-02

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 1,693

Change-1,693 (-100%)

Value$0 (-$179.9K)

Filed 2026-10-07

Whipplewood Advisors, LLC

CLOSED

Shares0 from 92

Change-92 (-100%)

Value$0 (-$9.8K)

Filed 2026-10-20

Gates Foundation Trust

N/A

Shares— from 6,214,719

Change-6,214,719 (-100%)

Value—

Boston Partners

N/A

Shares— from 1,180,686

Change-1,180,686 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 969,679

Change-969,679 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 527,484

Change-527,484 (-100%)

Value—

Cullen Capital Management, LLC

N/A

Shares— from 447,737

Change-447,737 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 419,526

Change-419,526 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 392,739

Change-392,739 (-100%)

Value—

FMR LLC

N/A

Shares— from 327,538

Change-327,538 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 286,020

Change-286,020 (-100%)

Value—

Skerryvore Asset Management Ltd

N/A

Shares— from 264,590

Change-264,590 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 225,493

Change-225,493 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 210,720

Change-210,720 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 208,244

Change-208,244 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 202,985

Change-202,985 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 193,707

Change-193,707 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 186,271

Change-186,271 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 181,355

Change-181,355 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 140,580

Change-140,580 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 140,220

Change-140,220 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 140,210

Change-140,210 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 119,815

Change-119,815 (-100%)

Value—

UBS Group AG

N/A

Shares— from 114,470

Change-114,470 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 107,319

Change-107,319 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 91,089

Change-91,089 (-100%)

Value—

Capital International, Inc.

N/A

Shares— from 90,641

Change-90,641 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 85,878

Change-85,878 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 79,514

Change-79,514 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 78,880

Change-78,880 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 75,696

Change-75,696 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 74,707

Change-74,707 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 62,994

Change-62,994 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 62,930

Change-62,930 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 49,764

Change-49,764 (-100%)

Value—

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

N/A

Shares— from 42,492

Change-42,492 (-100%)

Value—

Broyhill Asset Management, LLC

N/A

Shares— from 41,129

Change-41,129 (-100%)

Value—

Brandes Investment Partners, LP

N/A

Shares— from 39,019

Change-39,019 (-100%)

Value—

BLI - Banque de Luxembourg Investments

N/A

Shares— from 38,950

Change-38,950 (-100%)

Value—

Opal Capital LLC

N/A

Shares— from 36,902

Change-36,902 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 35,325

Change-35,325 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 34,582

Change-34,582 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 34,522

Change-34,522 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 34,110

Change-34,110 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 33,546

Change-33,546 (-100%)

Value—

Aperture Investors, LLC

N/A

Shares— from 33,163

Change-33,163 (-100%)

Value—

Ramirez Asset Management, Inc.

N/A

Shares— from 30,979

Change-30,979 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 29,601

Change-29,601 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 29,199

Change-29,199 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 25,795

Change-25,795 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 25,419

Change-25,419 (-100%)

Value—

VPR Management LLC

N/A

Shares— from 24,789

Change-24,789 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 23,582

Change-23,582 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 22,660

Change-22,660 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 21,830

Change-21,830 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 19,859

Change-19,859 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 19,501

Change-19,501 (-100%)

Value—

Zurich Insurance Group Ltd

N/A

Shares— from 18,300

Change-18,300 (-100%)

Value—

MRP Capital Investments, LLC

N/A

Shares— from 16,395

Change-16,395 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 16,092

Change-16,092 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 15,743

Change-15,743 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 14,692

Change-14,692 (-100%)

Value—

X-Square Capital, LLC

N/A

Shares— from 14,630

Change-14,630 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14,201

Change-14,201 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 13,435

Change-13,435 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 13,296

Change-13,296 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 11,142

Change-11,142 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 10,463

Change-10,463 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,052

Change-10,052 (-100%)

Value—

Renaissance Group LLC

N/A

Shares— from 9,990

Change-9,990 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 9,700

Change-9,700 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 9,491

Change-9,491 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 9,065

Change-9,065 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 8,512

Change-8,512 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,288

Change-8,288 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 8,130

Change-8,130 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 8,120

Change-8,120 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 8,043

Change-8,043 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 7,282

Change-7,282 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,010

Change-7,010 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 6,601

Change-6,601 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,455

Change-6,455 (-100%)

Value—

Roehl & Yi Investment Advisors, LLC

N/A

Shares— from 6,425

Change-6,425 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 6,424

Change-6,424 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 6,316

Change-6,316 (-100%)

Value—

&partners

N/A

Shares— from 5,855

Change-5,855 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 5,557

Change-5,557 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 5,336

Change-5,336 (-100%)

Value—

Thornburg Investment Management Inc

N/A

Shares— from 5,044

Change-5,044 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 4,950

Change-4,950 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 4,457

Change-4,457 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 4,452

Change-4,452 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,348

Change-4,348 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,274

Change-4,274 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,257

Change-4,257 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 3,801

Change-3,801 (-100%)

Value—

Chase Investment Counsel Corp

N/A

Shares— from 3,463

Change-3,463 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 3,362

Change-3,362 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 2,946

Change-2,946 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 2,908

Change-2,908 (-100%)

Value—

Capital International Sarl

N/A

Shares— from 2,850

Change-2,850 (-100%)

Value—

Mattson Financial Services, LLC

N/A

Shares— from 2,775

Change-2,775 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 2,730

Change-2,730 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,726

Change-2,726 (-100%)

Value—

Brown Financial Advisors

N/A

Shares— from 2,580

Change-2,580 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 2,580

Change-2,580 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 2,550

Change-2,550 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,258

Change-2,258 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 2,060

Change-2,060 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 2,013

Change-2,013 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 1,915

Change-1,915 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 1,728

Change-1,728 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,101

Change-1,101 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,073

Change-1,073 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 920

Change-920 (-100%)

Value—

Parvin Asset Management, LLC

N/A

Shares— from 875

Change-875 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 700

Change-700 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 650

Change-650 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 555

Change-555 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 484

Change-484 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 483

Change-483 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 346

Change-346 (-100%)

Value—

Corient IA LP

N/A

Shares— from 340

Change-340 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 311

Change-311 (-100%)

Value—

Lavaca Capital LLC

N/A

Shares— from 303

Change-303 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 296

Change-296 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 200

Change-200 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 169

Change-169 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 120

Change-120 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 91

Change-91 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 37

Change-37 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 33

Change-33 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Broadwater Capital Management LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

EFG International AG

N/A

Shares— from 18

Change-18 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 8

Change-8 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 6

Change-6 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Tweedy, Browne Co LLC	DECREASED	1,120,980	1,160,570	-39,590	-3%	$123.3M	$121.1M	-$2.2M	2026-11-04
Robeco Institutional Asset Management B.V.	INCREASED	512,996	476,898	+36,098	+8%	$50.7M	$55.4M	+$4.8M	2026-10-20
Fort Washington Investment Advisors Inc	INCREASED	496,867	496,822	+45	+0%	$52.8M	$53.7M	+$894.2K	2026-10-15
Dimensional Fund Advisors LP	DECREASED	167,884	169,512	-1,628	-1%	$18.0M	$18.1M	+$122.1K	2026-11-04
Deutsche Bank Ag\	INCREASED	161,404	150,959	+10,445	+7%	$16.0M	$17.4M	+$1.4M	2026-11-06
Crossmark Global Holdings, Inc.	DECREASED	136,269	147,105	-10,836	-7%	$15.6M	$14.7M	-$907.4K	2026-10-21
Martin Capital Partners, LLC	DECREASED	56,825	56,991	-166	0%	$6.1M	$6.1M	+$84.1K	2026-10-07
Gradient Investments LLC	DECREASED	52,006	52,023	-17	0%	$5.5M	$5.6M	+$91.3K	2026-10-08
Oppenheimer Asset Management Inc.	INCREASED	48,784	48,734	+50	+0%	$5.2M	$5.3M	+$92.6K	2026-10-27
TrueMark Investments, LLC	INCREASED	42,518	36,902	+5,616	+15%	$3.9M	$4.6M	+$672.8K	2026-11-05
Creative Planning	INCREASED	40,840	37,596	+3,244	+9%	$4.0M	$4.4M	+$417.8K	2026-11-02
Aubrey Capital Management Ltd	NEW	38,400	—	+38,400	—	—	$4.1M	—	2026-10-19
Arkfeld Wealth Strategies, L.L.C.	DECREASED	30,090	30,458	-368	-1%	$3.3M	$3.2M	-$56.0K	2026-10-19
Seafarer Capital Partners, LLC	UNCHANGED	29,000	29,000	0	0%	$3.1M	$3.1M	+$51.9K	2026-11-05
Vise Technologies, Inc.	INCREASED	27,284	23,835	+3,449	+14%	$2.5M	$2.9M	+$415.3K	2026-10-29
Ritholtz Wealth Management	DECREASED	24,072	24,776	-704	-3%	$2.6M	$2.6M	-$31.7K	2026-11-05
LSV Asset Management	UNCHANGED	19,800	19,800	0	0%	$2.1K	$2.1M	+$2.1M	2026-11-06
LPL Financial LLC	INCREASED	17,482	14,192	+3,290	+23%	$1.5M	$1.9M	+$380.9K	2026-11-06
Quadrant Capital Group LLC	INCREASED	16,803	16,681	+122	+1%	$1.8M	$1.9M	+$170.1K	2026-10-20
Bank of New York Mellon Corp	INCREASED	15,483	13,848	+1,635	+12%	$1.5M	$1.7M	+$201.5K	2026-11-05
Point Nemo Capital, LLC	INCREASED	12,682	12,408	+274	+2%	$1.3M	$1.4M	+$51.9K	2026-11-03
ABN Amro Investment Solutions	NEW	12,281	—	+12,281	—	—	$1.3M	—	2026-10-21
Lester Murray Antman dba SimplyRich	DECREASED	12,133	33,619	-21,486	-64%	$1.9K	$1.3M	+$1.3M	2026-11-06
Strs Ohio	DECREASED	10,795	11,136	-341	-3%	$1.2M	$1.2M	-$16.9K	2026-10-30
Leo Wealth, LLC	NEW	10,526	—	+10,526	—	—	$1.1M	—	2026-10-26
Kathmere Capital Management, LLC	INCREASED	10,132	8,146	+1,986	+24%	$865.5K	$1.1M	+$229.1K	2026-10-20
Capital Advisors Wealth Management, LLC	INCREASED	10,111	9,781	+330	+3%	$1.0M	$1.1M	+$53.2K	2026-10-09
Compound Planning, Inc.	INCREASED	10,042	7,219	+2,823	+39%	$767.0K	$1.1M	+$317.9K	2026-11-05
Sterling Investment Management, LLC	DECREASED	9,599	9,719	-120	-1%	$1.0M	$1.0M	+$4.4K	2026-10-16
Bright Futures Wealth Management, Llc.	DECREASED	9,316	10,236	-920	-9%	$1.1M	$1.0M	-$81.1K	2026-10-23
D.A. Davidson & Co.	INCREASED	9,013	9,004	+9	+0%	$956.7K	$973.8K	+$17.1K	2026-10-28
Truist Financial Corp	INCREASED	8,424	4,142	+4,282	+103%	$440.1K	$910.1K	+$470.0K	2026-10-30
Archer Investment Corp	UNCHANGED	7,850	7,850	0	0%	$834.1K	$848.1K	+$14.1K	2026-11-05
Regions Financial Corp	INCREASED	7,734	7,603	+131	+2%	$807.8K	$835.6K	+$27.8K	2026-11-05
Citigroup Inc	DECREASED	7,693	7,770	-77	-1%	$825.6K	$831.2K	+$5.6K	2026-11-04
Hennion & Walsh Asset Management, Inc.	INCREASED	7,676	6,685	+991	+15%	$710.3K	$829.3K	+$119.0K	2026-10-13
Savant Capital, LLC	INCREASED	7,325	5,967	+1,358	+23%	$634.0K	$791.4K	+$157.4K	2026-11-06
Americana Partners, LLC	INCREASED	6,531	5,468	+1,063	+19%	$581.0K	$705.6K	+$124.6K	2026-10-28
PNC Financial Services Group, Inc.	DECREASED	5,186	5,910	-724	-12%	$627.9K	$560.3K	-$67.6K	2026-11-06
FCG Investment Co	INCREASED	5,164	3,957	+1,207	+31%	$420.4K	$557.9K	+$137.5K	2026-10-13
Ethic Inc.	DECREASED	4,769	5,691	-922	-16%	$604.6K	$515.2K	-$89.4K	2026-11-03
Balefire, LLC	DECREASED	4,311	6,111	-1,800	-29%	$649.3K	$465.8K	-$183.5K	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	4,259	4,594	-335	-7%	$488.1K	$460.2K	-$27.9K	2026-11-02
James T. Borello RIA	UNCHANGED	4,120	4,120	0	0%	$437.8K	$445.1K	+$7.4K	2026-10-16
R Squared Ltd	INCREASED	4,101	3,334	+767	+23%	$354.2K	$443.1K	+$88.8K	2026-11-06
Atria Investments, Inc	INCREASED	3,991	3,716	+275	+7%	$394.9K	$431.2K	+$36.4K	2026-10-15
Confluence Investment Management LLC	INCREASED	3,830	3,788	+42	+1%	$402.5K	$413.8K	+$11.3K	2026-10-01
Convergence Financial, LLC	DECREASED	3,761	6,016	-2,255	-37%	$639.2K	$406.3K	-$232.9K	2026-10-27
US Bancorp \de\	DECREASED	3,707	3,970	-263	-7%	$421.8K	$400.5K	-$21.3K	2026-11-05
Sage Investment Counsel LLC	UNCHANGED	3,700	3,700	0	0%	$393.1K	$399.7K	+$6.6K	2026-10-26
Russell Investments Group, Ltd.	UNCHANGED	3,572	3,572	0	0%	$379.5K	$385.9K	+$6.4K	2026-11-06
HB Wealth Management, LLC	NEW	3,475	—	+3,475	—	—	$375.5K	—	2026-10-23
Summit Global Investments	UNCHANGED	3,472	3,472	0	0%	$369	$375.0K	+$374.6K	2026-10-28
Alhambra Investment Management LLC	DECREASED	3,310	3,317	-7	0%	$352.4K	$357.6K	+$5.2K	2026-10-15
Elevation Point Wealth Partners, LLC	INCREASED	2,985	2,870	+115	+4%	$304.9K	$322.5K	+$17.6K	2026-11-05
D'Orazio & Associates, Inc.	INCREASED	2,900	2,608	+292	+11%	$277.1K	$313.3K	+$36.2K	2026-11-04
Davenport & Co LLC	NEW	2,871	—	+2,871	—	—	$310.2K	—	2026-10-14
Prospera Financial Services Inc	INCREASED	2,835	2,390	+445	+19%	$253.9K	$327.9K	+$74.0K	2026-11-04
Park Avenue Securities LLC	INCREASED	2,698	2,661	+37	+1%	$283	$292.0K	+$291.7K	2026-10-26
Merit Financial Group, LLC	INCREASED	2,506	2,373	+133	+6%	$252.2K	$270.7K	+$18.6K	2026-11-06
Ascent Group, LLC	INCREASED	2,504	2,032	+472	+23%	$215.9K	$270.6K	+$54.6K	2026-10-30
Y-Intercept (Hong Kong) Ltd	DECREASED	2,434	16,914	-14,480	-86%	$1.8M	$263.0K	-$1.5M	2026-10-16
Hamel Associates, Inc.	UNCHANGED	2,375	2,375	0	0%	$252.3K	$256.6K	+$4.3K	2026-11-06
Aprio Wealth Management, LLC	INCREASED	2,319	2,261	+58	+3%	$240.2K	$250.5K	+$10.3K	2026-10-28
First Affirmative Financial Network	NEW	2,267	—	+2,267	—	—	$245.0K	—	2026-10-21
TD Private Client Wealth LLC	DECREASED	2,142	2,208	-66	-3%	$234.6K	$231.4K	-$3.2K	2026-10-28
HBK Sorce Advisory LLC	DECREASED	1,984	2,016	-32	-2%	$218.3K	$227.7K	+$9.4K	2026-11-06
Cornerstone Wealth Management, LLC	NEW	1,864	—	+1,864	—	—	$201.3K	—	2026-11-04
DekaBank Deutsche Girozentrale	INCREASED	1,520	1,100	+420	+38%	$105	$165.0K	+$164.9K	2026-10-27
Ascentis Wealth Management, LLC	NEW	1,406	—	+1,406	—	—	$151.9K	—	2026-11-03
Hartford Financial Management Inc.	DECREASED	1,236	1,298	-62	-5%	$137.9K	$133.5K	-$4.4K	2026-10-21
TD Waterhouse Canada Inc.	UNCHANGED	1,230	1,230	0	0%	$130.1K	$129.5K	-$674	2026-10-16
Simplex Trading, LLC	INCREASED	1,182	1,063	+119	+11%	$112.9K	$127.7K	+$14.8K	2026-11-04
KBC Group NV	INCREASED	1,031	955	+76	+8%	$101.0K	$111.0K	+$10.0K	2026-10-22
Inspire Investing, LLC	INCREASED	979	950	+29	+3%	$100.9K	$105.7K	+$4.8K	2026-10-22
GHP Investment Advisors, Inc.	UNCHANGED	908	908	0	0%	$96.5K	$98.1K	+$1.6K	2026-10-15
Community Financial Services Group, LLC	UNCHANGED	872	872	0	0%	$92.3K	$92.0K	-$218	2026-10-15
Mirae Asset Global Investments Co., Ltd.	DECREASED	788	1,134	-346	-31%	$120.5K	$85.1K	-$35.4K	2026-11-03
EverSource Wealth Advisors, LLC	INCREASED	731	573	+158	+28%	$60.9K	$79.0K	+$18.1K	2026-11-04
Lanark Financial, Inc.	INCREASED	728	680	+48	+7%	$72.3K	$78.7K	+$6.4K	2026-10-26
Signaturefd, LLC	UNCHANGED	698	698	0	0%	$74.2K	$75.4K	+$1.2K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	676	667	+9	+1%	$70.8K	$73.0K	+$2.2K	2026-10-08
Parallel Advisors, LLC	INCREASED	628	606	+22	+4%	$64.4K	$67.9K	+$3.5K	2026-11-03
Triumph Capital Management	UNCHANGED	585	585	0	0%	$62.2K	$63.2K	+$1.0K	2026-10-14
Gamma Investing LLC	INCREASED	335	266	+69	+26%	$28.3K	$36.2K	+$7.9K	2026-10-08
SBI Securities Co., Ltd.	INCREASED	329	271	+58	+21%	$28.8K	$35.5K	+$6.8K	2026-10-22
Byrne Asset Management LLC	UNCHANGED	290	290	0	0%	$30.8K	$30.6K	-$203	2026-10-06
CoreCap Advisors, LLC	DECREASED	258	262	-4	-2%	$27.8K	$27.9K	+$36	2026-10-08
Private Trust Co NA	INCREASED	256	112	+144	+129%	$11.9K	$27.7K	+$15.8K	2026-10-20
Clearstead Advisors, LLC	UNCHANGED	192	192	0	0%	$20.4K	$20.7K	+$344	2026-11-06
BI Asset Management Fondsmaeglerselskab A/S	NEW	180	—	+180	—	—	$19	—	2026-10-22
Central Trust Co	NEW	176	—	+176	—	—	$19.0K	—	2026-11-05
Retirement Wealth Solutions LLC	UNCHANGED	176	176	0	0%	$18.7K	$19.0K	+$316	2026-10-07
IFP Advisors, Inc	UNCHANGED	168	168	0	0%	$17.9K	$18.2K	+$301	2026-10-16
Larson Financial Group LLC	INCREASED	161	151	+10	+7%	$16.0K	$17.4K	+$1.4K	2026-11-05
Costello Asset Management, Inc	UNCHANGED	141	141	0	0%	$15.0K	$15.2K	+$253	2026-10-30
Provenance Wealth Advisors, LLC	NEW	138	—	+138	—	—	$14.9K	—	2026-10-30
Blue Trust, Inc.	DECREASED	134	496	-362	-73%	$52.7K	$14.5K	-$38.2K	2026-10-15
Assetmark, Inc	INCREASED	130	92	+38	+41%	$9.8K	$14.0K	+$4.3K	2026-10-21
Allworth Financial LP	UNCHANGED	115	115	0	0%	$12.2K	$12.2K	$0	2026-11-06
Parkside Financial Bank & Trust	UNCHANGED	111	111	0	0%	$11.8K	$12.0K	+$199	2026-10-27
Grove Bank & Trust	UNCHANGED	90	90	0	0%	$9.6K	$9.7K	+$161	2026-10-08
Acumen Wealth Advisors, LLC	INCREASED	82	58	+24	+41%	$6.2K	$8.9K	+$2.7K	2026-11-05
Highline Wealth Partners LLC	UNCHANGED	81	81	0	0%	$8.6K	$8.8K	+$145	2026-10-19
Cullen T Bankers, Inc.	UNCHANGED	76	76	0	0%	$8.1K	$8.3K	+$200	2026-10-28
Silver Grove Financial Group, Inc.	INCREASED	75	39	+36	+92%	$4.1K	$8.1K	+$4.0K	2026-11-05
Trust Co of Vermont	NEW	47	—	+47	—	—	$5.1K	—	2026-10-21
WPG Advisers, LLC	UNCHANGED	47	47	0	0%	$5.0K	$5.1K	+$84	2026-10-27
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	42	42	0	0%	$4.5K	$4.5K	+$75	2026-10-27
Princeton Global Asset Management LLC	UNCHANGED	41	41	0	0%	$4.4K	$4.4K	+$74	2026-10-21
Covestor Ltd	NEW	37	—	+37	—	—	$4.0K	—	2026-10-30
True Wealth Design, LLC	DECREASED	37	39	-2	-5%	$4.1K	$4.0K	-$146	2026-10-13
Signature Equity Partners, LLC	UNCHANGED	34	34	0	0%	$3.6K	$3.7K	+$60	2026-10-29
Elevation Wealth Partners, LLC	UNCHANGED	33	33	0	0%	$3.5K	$3.6K	+$59	2026-10-07
Root Financial Partners, LLC	NEW	32	—	+32	—	—	$3.5K	—	2026-10-21
First Command Advisory Services, Inc.	INCREASED	32	21	+11	+52%	$2.2K	$3.5K	+$1.2K	2026-11-05
Bare Financial Services, Inc	UNCHANGED	30	30	0	0%	$3.2K	$3.2K	+$53	2026-11-04
Bell Investment Advisors, Inc	UNCHANGED	30	30	0	0%	$3.2K	$3.2K	+$54	2026-10-29
JFS Wealth Advisors, LLC	UNCHANGED	23	23	0	0%	$2.4K	$2.5K	+$41	2026-11-03
Versant Capital Management, Inc	UNCHANGED	22	22	0	0%	$2.3K	$2.4K	+$39	2026-10-02
Barclays PLC	NEW	19	—	+19	—	—	$2.1K	—	2026-11-06
Fifth Third Bancorp	UNCHANGED	16	16	0	0%	$1.7K	$1.7K	+$29	2026-11-05
Markowski Investments	NEW	15	—	+15	—	—	$1.6K	—	2026-10-30
North Star Investment Management Corp.	UNCHANGED	6	6	0	0%	$638	$648	+$10	2026-10-27
Physician Wealth Advisors, Inc.	UNCHANGED	4	4	0	0%	$425	$433	+$8	2026-10-20
Caitong International Asset Management Co., Ltd	NEW	2	—	+2	—	—	$216	—	2026-10-29
Abound Wealth Management	UNCHANGED	2	2	0	0%	$213	$217	+$4	2026-10-26
DecisionPoint Financial, LLC	UNCHANGED	1	1	0	0%	$106	$106	$0	2026-10-27
ABC Arbitrage SA	CLOSED	0	2,223	-2,223	-100%	$236.2K	$0	-$236.2K	2026-10-23
Cambridge Investment Research Advisors, Inc.	CLOSED	0	2,067	-2,067	-100%	$220	$0	-$220	2026-11-02
Wealth Enhancement Trust Services, Inc.	CLOSED	0	1,693	-1,693	-100%	$179.9K	$0	-$179.9K	2026-10-07
Whipplewood Advisors, LLC	CLOSED	0	92	-92	-100%	$9.8K	$0	-$9.8K	2026-10-20
Gates Foundation Trust	N/A	—	6,214,719	-6,214,719	-100%	$660.3M	—	—	—
Boston Partners	N/A	—	1,180,686	-1,180,686	-100%	$125.4M	—	—	—
Morgan Stanley	N/A	—	969,679	-969,679	-100%	$103.0M	—	—	—
Nomura Asset Management International Inc.	N/A	—	527,484	-527,484	-100%	$56.0M	—	—	—
Cullen Capital Management, LLC	N/A	—	447,737	-447,737	-100%	$47.6M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	419,526	-419,526	-100%	$44.6M	—	—	—
First Eagle Investment Management, LLC	N/A	—	392,739	-392,739	-100%	$41.7M	—	—	—
FMR LLC	N/A	—	327,538	-327,538	-100%	$34.8M	—	—	—
Bank of America Corp	N/A	—	286,020	-286,020	-100%	$30.4M	—	—	—
Skerryvore Asset Management Ltd	N/A	—	264,590	-264,590	-100%	$28.1M	—	—	—
Invesco Ltd.	N/A	—	225,493	-225,493	-100%	$24.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	210,720	-210,720	-100%	$22.6M	—	—	—
Natixis Advisors, LLC	N/A	—	208,244	-208,244	-100%	$22.1K	—	—	—
Federated Hermes, Inc.	N/A	—	202,985	-202,985	-100%	$21.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	193,707	-193,707	-100%	$20.6M	—	—	—
BlackRock, Inc.	N/A	—	186,271	-186,271	-100%	$19.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	181,355	-181,355	-100%	$19.3M	—	—	—
Qube Research & Technologies Ltd	N/A	—	140,580	-140,580	-100%	$14.9M	—	—	—
Northern Trust Corp	N/A	—	140,220	-140,220	-100%	$14.9M	—	—	—
Clearbridge Investments, LLC	N/A	—	140,210	-140,210	-100%	$14.9M	—	—	—
JPMorgan Chase & Co	N/A	—	119,815	-119,815	-100%	$12.9M	—	—	—
UBS Group AG	N/A	—	114,470	-114,470	-100%	$12.2M	—	—	—
Stifel Financial Corp	N/A	—	107,319	-107,319	-100%	$11.4M	—	—	—
CIBC World Market Inc.	N/A	—	91,089	-91,089	-100%	$9.7M	—	—	—
Capital International, Inc.	N/A	—	90,641	-90,641	-100%	$9.6M	—	—	—
Wells Fargo & Company	N/A	—	85,878	-85,878	-100%	$9.1M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	79,514	-79,514	-100%	$8.4M	—	—	—
Royal Bank of Canada	N/A	—	78,880	-78,880	-100%	$8.4M	—	—	—
Jupiter Topco LLC	N/A	—	75,696	-75,696	-100%	$8.0M	—	—	—
Neuberger Berman Group LLC	N/A	—	74,707	-74,707	-100%	$7.9M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	62,994	-62,994	-100%	$6.7M	—	—	—
Millennium Management LLC	N/A	—	62,930	-62,930	-100%	$6.7M	—	—	—
Quantinno Capital Management LP	N/A	—	49,764	-49,764	-100%	$5.3M	—	—	—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	N/A	—	42,492	-42,492	-100%	$4.5M	—	—	—
Broyhill Asset Management, LLC	N/A	—	41,129	-41,129	-100%	$4.4M	—	—	—
Brandes Investment Partners, LP	N/A	—	39,019	-39,019	-100%	$4.1M	—	—	—
BLI - Banque de Luxembourg Investments	N/A	—	38,950	-38,950	-100%	$4.2M	—	—	—
Opal Capital LLC	N/A	—	36,902	-36,902	-100%	$3.9M	—	—	—
National Bank of Canada	N/A	—	35,325	-35,325	-100%	$3.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	34,582	-34,582	-100%	$3.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	34,522	-34,522	-100%	$3.7K	—	—	—
Raymond James Financial Inc	N/A	—	34,110	-34,110	-100%	$3.6M	—	—	—
SEI Investments Co	N/A	—	33,546	-33,546	-100%	$3.6M	—	—	—
Aperture Investors, LLC	N/A	—	33,163	-33,163	-100%	$3.5M	—	—	—
Ramirez Asset Management, Inc.	N/A	—	30,979	-30,979	-100%	$3.3M	—	—	—
JT Stratford LLC	N/A	—	29,601	-29,601	-100%	$3.1M	—	—	—
Marshall Wace, LLP	N/A	—	29,199	-29,199	-100%	$3.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	25,795	-25,795	-100%	$2.7M	—	—	—
Mirabella Financial Services LLP	N/A	—	25,419	-25,419	-100%	$2.7M	—	—	—
VPR Management LLC	N/A	—	24,789	-24,789	-100%	$2.6M	—	—	—
Guggenheim Capital LLC	N/A	—	23,582	-23,582	-100%	$2.5M	—	—	—
Voloridge Investment Management, LLC	N/A	—	22,660	-22,660	-100%	$2.4M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	21,830	-21,830	-100%	$2.3M	—	—	—
Lazard Asset Management LLC	N/A	—	19,859	-19,859	-100%	$2.1M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	19,501	-19,501	-100%	$2.1M	—	—	—
Zurich Insurance Group Ltd	N/A	—	18,300	-18,300	-100%	$1.9M	—	—	—
MRP Capital Investments, LLC	N/A	—	16,395	-16,395	-100%	$1.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	16,092	-16,092	-100%	$1.7M	—	—	—
Mariner, LLC	N/A	—	15,743	-15,743	-100%	$1.7M	—	—	—
Captrust Financial Advisors	N/A	—	14,692	-14,692	-100%	$1.6M	—	—	—
X-Square Capital, LLC	N/A	—	14,630	-14,630	-100%	$1.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	14,201	-14,201	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	13,435	-13,435	-100%	$1.4M	—	—	—
Sanctuary Advisors, LLC	N/A	—	13,296	-13,296	-100%	$1.4M	—	—	—
Quadrature Capital Ltd	N/A	—	11,142	-11,142	-100%	$1.2M	—	—	—
Caprock Group, LLC	N/A	—	10,463	-10,463	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	10,052	-10,052	-100%	$1.1M	—	—	—
Renaissance Group LLC	N/A	—	9,990	-9,990	-100%	$1.1M	—	—	—
Gabelli Funds LLC	N/A	—	9,700	-9,700	-100%	$1.0M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	9,491	-9,491	-100%	$1.0M	—	—	—
HighTower Advisors, LLC	N/A	—	9,065	-9,065	-100%	$963.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	8,512	-8,512	-100%	$904.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,288	-8,288	-100%	$880.6K	—	—	—
Jump Financial, LLC	N/A	—	8,130	-8,130	-100%	$863.8K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	8,120	-8,120	-100%	$862.7K	—	—	—
HRT Financial LP	N/A	—	8,043	-8,043	-100%	$854	—	—	—
Advisors Asset Management, Inc.	N/A	—	7,282	-7,282	-100%	$773.7K	—	—	—
Cetera Investment Advisers	N/A	—	7,010	-7,010	-100%	$744.9K	—	—	—
AQR Capital Management LLC	N/A	—	6,601	-6,601	-100%	$701.3K	—	—	—
SG Americas Securities, LLC	N/A	—	6,600	-6,600	-100%	$701	—	—	—
Susquehanna International Group, LLP	N/A	—	6,455	-6,455	-100%	$685.8K	—	—	—
Roehl & Yi Investment Advisors, LLC	N/A	—	6,425	-6,425	-100%	$682.7K	—	—	—
Focus Partners Wealth	N/A	—	6,424	-6,424	-100%	$682.6K	—	—	—
Vident Advisory, LLC	N/A	—	6,316	-6,316	-100%	$671.1K	—	—	—
&partners	N/A	—	5,855	-5,855	-100%	$611.9K	—	—	—
M&T Bank Corp	N/A	—	5,557	-5,557	-100%	$590.4K	—	—	—
Cerity Partners LLC	N/A	—	5,336	-5,336	-100%	$566.9K	—	—	—
Thornburg Investment Management Inc	N/A	—	5,044	-5,044	-100%	$535.9K	—	—	—
QRG Capital Management, Inc.	N/A	—	4,950	-4,950	-100%	$526.0K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	4,457	-4,457	-100%	$473.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	4,452	-4,452	-100%	$473.1K	—	—	—
Ameriprise Financial Inc	N/A	—	4,348	-4,348	-100%	$461.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,274	-4,274	-100%	$454	—	—	—
MML Investors Services, LLC	N/A	—	4,257	-4,257	-100%	$452.3K	—	—	—
IEQ Capital, LLC	N/A	—	3,801	-3,801	-100%	$403.8K	—	—	—
Chase Investment Counsel Corp	N/A	—	3,463	-3,463	-100%	$367.0K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	3,362	-3,362	-100%	$357.2K	—	—	—
Ballentine Partners, LLC	N/A	—	2,946	-2,946	-100%	$313.0K	—	—	—
Inspire Advisors, LLC	N/A	—	2,908	-2,908	-100%	$308.4K	—	—	—
Capital International Sarl	N/A	—	2,850	-2,850	-100%	$302.8K	—	—	—
Mattson Financial Services, LLC	N/A	—	2,775	-2,775	-100%	$283.2K	—	—	—
Squarepoint Ops LLC	N/A	—	2,730	-2,730	-100%	$290.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,726	-2,726	-100%	$289.7K	—	—	—
Brown Financial Advisors	N/A	—	2,580	-2,580	-100%	$274.1K	—	—	—
First Trust Advisors LP	N/A	—	2,580	-2,580	-100%	$274.1K	—	—	—
Cresset Asset Management, LLC	N/A	—	2,550	-2,550	-100%	$270.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,258	-2,258	-100%	$239.9K	—	—	—
Rhumbline Advisers	N/A	—	2,060	-2,060	-100%	$218.9K	—	—	—
Pathstone Holdings, LLC	N/A	—	2,013	-2,013	-100%	$213.9K	—	—	—
Venturi Wealth Management, LLC	N/A	—	1,915	-1,915	-100%	$203.5K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	1,728	-1,728	-100%	$183.6K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,101	-1,101	-100%	$117.0K	—	—	—
Capital Analysts, LLC	N/A	—	1,073	-1,073	-100%	$114	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	920	-920	-100%	$97.8K	—	—	—
Parvin Asset Management, LLC	N/A	—	875	-875	-100%	$93.0K	—	—	—
Legal & General Group Plc	N/A	—	700	-700	-100%	$74.3K	—	—	—
BFC Planning, Inc.	N/A	—	650	-650	-100%	$69.1K	—	—	—
Arax Advisory Partners	N/A	—	555	-555	-100%	$59.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	484	-484	-100%	$51.4K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	483	-483	-100%	$51.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	346	-346	-100%	$37.2K	—	—	—
Corient IA LP	N/A	—	340	-340	-100%	$36.1K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	311	-311	-100%	$33.0K	—	—	—
Lavaca Capital LLC	N/A	—	303	-303	-100%	$32.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	296	-296	-100%	$31.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	200	-200	-100%	$21.3K	—	—	—
Westfuller Advisors, LLC	N/A	—	169	-169	-100%	$17.9K	—	—	—
Huntington National Bank	N/A	—	120	-120	-100%	$12.8K	—	—	—
Bogart Wealth, LLC	N/A	—	91	-91	-100%	$9.7K	—	—	—
Continuum Advisory, LLC	N/A	—	80	-80	-100%	$8.5K	—	—	—
Allied Private Wealth LLC	N/A	—	55	-55	-100%	$5.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	37	-37	-100%	$3.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	33	-33	-100%	$3.5K	—	—	—
Walleye Capital LLC	N/A	—	27	-27	-100%	$2.9K	—	—	—
Broadwater Capital Management LLC	N/A	—	20	-20	-100%	$2.1K	—	—	—
EFG International AG	N/A	—	18	-18	-100%	$1.9K	—	—	—
JPL Wealth Management, LLC	N/A	—	11	-11	-100%	$1.2K	—	—	—
Raffa Wealth Management, LLC	N/A	—	10	-10	-100%	$1.1K	—	—	—
Cornerstone Financial Management LLC	N/A	—	10	-10	-100%	$1.1K	—	—	—
SHP Wealth Management	N/A	—	8	-8	-100%	$850	—	—	—
IMA Advisory Services, Inc.	N/A	—	6	-6	-100%	$638	—	—	—
LRI Investments, LLC	N/A	—	2	-2	-100%	$213	—	—	—

Showing 274 of 274 institutions