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Community Financial System I (CBU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,855,884 from 1,843,474
Change+12,410 (+1%)
Value$110.5M (-$13.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares544,056 from 544,140
Change-84 (0%)
Value$32.4M (-$4.1M)
Filed 2026-11-05
Riggs Asset Managment Co. Inc.
INCREASED
Shares429,875 from 411,432
Change+18,443 (+4%)
Value$25.6M (-$2.0M)
Filed 2026-11-05
Deprince Race & Zollo Inc
DECREASED
Shares313,905 from 368,124
Change-54,219 (-15%)
Value$18.7M (-$6.0M)
Filed 2026-10-13
Principal Financial Group Inc
DECREASED
Shares252,346 from 254,722
Change-2,376 (-1%)
Value$15.0M (-$2.1M)
Filed 2026-11-02
ProShare Advisors LLC
INCREASED
Shares153,729 from 7,628
Change+146,101 (+1915%)
Value$9.2M (+$8.6M)
Filed 2026-10-29
Waldron Private Wealth LLC
UNCHANGED
Shares122,062 from 122,062
Change0 (0%)
Value$7.3M (-$865.4K)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares74,394 from 75,717
Change-1,323 (-2%)
Value$4.4M (-$653.0K)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares66,114 from 68,056
Change-1,942 (-3%)
Value$3.9M (-$631.5K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares63,043 from 62,978
Change+65 (+0%)
Value$3.8M (-$473.5K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares46,423 from 50,129
Change-3,706 (-7%)
Value$2.7M (-$604.0K)
Filed 2026-10-13
Anchor Capital Advisors LLC
DECREASED
Shares37,506 from 37,762
Change-256 (-1%)
Value$2.2M (-$301.5K)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares33,728 from 34,827
Change-1,099 (-3%)
Value$2.0M (-$330.0K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares29,244 from 47,825
Change-18,581 (-39%)
Value$1.7M (-$1.5M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares27,481 from 12,648
Change+14,833 (+117%)
Value$1.6M (+$787.3K)
Filed 2026-11-06
Illinois Municipal Retirement Fund
DECREASED
Shares27,099 from 27,268
Change-169 (-1%)
Value$1.6M (-$216.8K)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
DECREASED
Shares26,989 from 34,754
Change-7,765 (-22%)
Value$1.6M (-$725.8K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
UNCHANGED
Shares26,105 from 26,105
Change0 (0%)
Value$1.6M (-$197.9K)
Filed 2026-10-07
Louisiana State Employees Retirement System
DECREASED
Shares22,400 from 23,000
Change-600 (-3%)
Value$1.3M (-$210.1K)
Filed 2026-10-20
Moody National Bank Trust Division
INCREASED
Shares22,224 from 20,547
Change+1,677 (+8%)
Value$1.3M (-$55.9K)
Filed 2026-10-06
Ausbil Investment Management Ltd
DECREASED
Shares20,454 from 41,188
Change-20,734 (-50%)
Value$1.2M (-$1.6M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares19,108 from 20,167
Change-1,059 (-5%)
Value$1.1M (-$215.9K)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
DECREASED
Shares19,035 from 19,775
Change-740 (-4%)
Value$1.1M (-$194.0K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares16,630 from 16,747
Change-117 (-1%)
Value$990.1K (-$133.9K)
Filed 2026-10-15
Arizona State Retirement System
INCREASED
Shares14,801 from 14,497
Change+304 (+2%)
Value$881.3K (-$91.8K)
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares13,665 from 14,144
Change-479 (-3%)
Value$814.0K (-$135.0K)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares13,308 from 14,091
Change-783 (-6%)
Value$792.4K (-$153.4K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares12,993 from 13,791
Change-798 (-6%)
Value$773.6K (-$152.1K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares12,420 from 12,421
Change-1 (0%)
Value$739.5K (-$94.2K)
Filed 2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares12,397 from 12,463
Change-66 (-1%)
Value$738.1K (-$98.4K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
DECREASED
Shares11,835 from 11,935
Change-100 (-1%)
Value$704.7K (-$96.4K)
Filed 2026-10-30
Fulton Bank, N.A.
DECREASED
Shares11,791 from 11,817
Change-26 (0%)
Value$702.0K (-$91.1K)
Filed 2026-10-14
Maryland State Retirement & Pension System
INCREASED
Shares11,779 from 7,674
Change+4,105 (+53%)
Value$701.3K (+$186.2K)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares10,895 from 19,565
Change-8,670 (-44%)
Value$648.0K (-$664.0K)
Filed 2026-10-15
Inspire Investing, LLC
INCREASED
Shares10,727 from 10,167
Change+560 (+6%)
Value$638.7K (-$43.7K)
Filed 2026-10-22
Savant Capital, LLC
NEW
Shares10,515
Change+10,515
Value$626.1K
Filed 2026-11-06
Trust Co of Vermont
DECREASED
Shares10,336 from 10,691
Change-355 (-3%)
Value$615.4K (-$102.2K)
Filed 2026-10-21
Hanson & Doremus Investment Management
UNCHANGED
Shares8,446 from 8,446
Change0 (0%)
Value$503.0K (-$64.0K)
Filed 2026-10-16
Pictet Asset Management Holding SA
UNCHANGED
Shares7,973 from 7,973
Change0 (0%)
Value$474.7K (-$60.4K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares7,953 from 8,558
Change-605 (-7%)
Value$473.5K (-$100.9K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares6,432 from 6,329
Change+103 (+2%)
Value$383.0K (-$42.0K)
Filed 2026-10-26
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares6,384 from 6,384
Change0 (0%)
Value$380.1K (-$48.4K)
Filed 2026-10-19
Allegheny Financial Group
INCREASED
Shares6,084 from 6,076
Change+8 (+0%)
Value$362.3K (-$45.6K)
Filed 2026-11-05
Aureum Wealth Management, LLC
DECREASED
Shares6,071 from 7,571
Change-1,500 (-20%)
Value$361.5K (-$146.7K)
Filed 2026-10-15
Mutual of America Capital Management LLC
DECREASED
Shares6,004 from 6,020
Change-16 (0%)
Value$357.5K (-$46.6K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares5,876 from 5,844
Change+32 (+1%)
Value$349.9K (-$42.4K)
Filed 2026-10-30
Xponance LLC
DECREASED
Shares5,204 from 5,378
Change-174 (-3%)
Value$309.8K (-$51.1K)
Filed 2026-11-03
Peoples Financial Services Corp.
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$303.7K (-$38.6K)
Filed 2026-10-20
Stone House Investment Management, LLC
UNCHANGED
Shares4,837 from 4,837
Change0 (0%)
Value$288.0K (-$36.7K)
Filed 2026-10-23
Drum Hill Capital, LLC
UNCHANGED
Shares4,718 from 4,718
Change0 (0%)
Value$280.9K (-$35.8K)
Filed 2026-10-20
Lawood & Co
UNCHANGED
Shares4,088 from 4,088
Change0 (0%)
Value$243.4K (-$31.0K)
Filed 2026-10-09
Profund Advisors LLC
DECREASED
Shares3,916 from 4,277
Change-361 (-8%)
Value$233.2K (-$53.9K)
Filed 2026-10-29
Ascent Wealth Partners, LLC
INCREASED
Shares3,857 from 3,840
Change+17 (+0%)
Value$229.6K (-$28.1K)
Filed 2026-10-23
Nisa Investment Advisors, LLC
DECREASED
Shares3,809 from 13,805
Change-9,996 (-72%)
Value$228.7K (-$704.3K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares3,623 from 3,088
Change+535 (+17%)
Value$215.7K (+$8.5K)
Filed 2026-10-08
RIA Advisory Group LLC
DECREASED
Shares3,507 from 4,169
Change-662 (-16%)
Value$208.8K (-$71.0K)
Filed 2026-10-15
Virginia Retirement Systems ET Al
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$208.4K (-$26.5K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,487 from 4,395
Change-908 (-21%)
Value$208.0K (-$87.0K)
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$178.6K (-$22.7K)
Filed 2026-10-28
KBC Group NV
INCREASED
Shares2,328 from 1,668
Change+660 (+40%)
Value$139.0K (+$27.0K)
Filed 2026-10-22
Strs Ohio
INCREASED
Shares1,400 from 1,100
Change+300 (+27%)
Value$83.4K (+$9.5K)
Filed 2026-10-30
Community Financial Services Group, LLC
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$83.2K (-$11.8K)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$72.5K (-$9.2K)
Filed 2026-10-26
Eastern Bank
NEW
Shares1,200
Change+1,200
Value$71.4K
Filed 2026-10-05
Brown, Lisle Ings, Inc.
INCREASED
Shares982 from 975
Change+7 (+1%)
Value$58.5K (-$7.0K)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares946
Change+946
Value$56.3K
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares934 from 929
Change+5 (+1%)
Value$55.6K (-$6.7K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares875 from 516
Change+359 (+70%)
Value$52.1K (+$17.5K)
Filed 2026-10-02
Blue Trust, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$47.6K (-$6.1K)
Filed 2026-10-15
Center for Financial Planning, Inc.
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$46.4K (-$5.9K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares664 from 627
Change+37 (+6%)
Value$39.5K (-$2.5K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares607 from 541
Change+66 (+12%)
Value$36.1K (-$171)
Filed 2026-10-08
Nykredit A/S
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$33.5K (-$4.3K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares460 from 519
Change-59 (-11%)
Value$27.4K (-$7.4K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares438 from 376
Change+62 (+16%)
Value$26.1K (+$841)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$24.5K (-$3.7K)
Filed 2026-10-29
Fortitude Family Office, LLC
INCREASED
Shares392 from 41
Change+351 (+856%)
Value$23.3K (+$20.6K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares339
Change+339
Value$20.2K
Filed 2026-10-21
Covestor Ltd
DECREASED
Shares323 from 581
Change-258 (-44%)
Value$19 (-$39.0K)
Filed 2026-10-30
Bare Financial Services, Inc
DECREASED
Shares267 from 271
Change-4 (-1%)
Value$15.9K (-$2.3K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$12.9K (-$1.6K)
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$6.1K (-$781)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.0K (-$758)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$4.4K (-$559)
Filed 2026-11-05
Farmers & Merchants Investments Inc
INCREASED
Shares51 from 29
Change+22 (+76%)
Value$3.0K (+$1.1K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares46
Change+46
Value$2.8K
Filed 2026-10-09
Private Trust Co NA
DECREASED
Shares43 from 150
Change-107 (-71%)
Value$2.6K (-$7.5K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.5K (-$315)
Filed 2026-11-03
Creative Capital Management Investments LLC
INCREASED
Shares39 from 19
Change+20 (+105%)
Value$2.3K (+$1.0K)
Filed 2026-10-28
High Note Wealth, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.1K (-$273)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares34
Change+34
Value$2.0K
Filed 2026-11-03
Retirement Wealth Solutions LLC
DECREASED
Shares29 from 40
Change-11 (-27%)
Value$1.7K (-$958)
Filed 2026-10-07
Essential Partners LLC
INCREASED
Shares25 from 23
Change+2 (+9%)
Value$1.5K (-$55)
Filed 2026-10-14
Parallel Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.3K (-$160)
Filed 2026-11-03
Private Wealth Management Group, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.1K (-$137)
Filed 2026-10-19
Clearstead Advisors, LLC
DECREASED
Shares16 from 24
Change-8 (-33%)
Value$953 (-$658)
Filed 2026-11-06
Valley National Advisers Inc
NEW
Shares14
Change+14
Value$834
Filed 2026-10-23
Signature Equity Partners, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$834 (-$106)
Filed 2026-10-29
Horizon Financial Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$655 (-$83)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$596 (-$76)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$540 (+$70)
Filed 2026-11-03
Gilpin Wealth Management, LLC
DECREASED
Shares9 from 10
Change-1 (-10%)
Value$536 (-$136)
Filed 2026-10-09
Caitong International Asset Management Co., Ltd
INCREASED
Shares8 from 2
Change+6 (+300%)
Value$476 (+$342)
Filed 2026-10-29
Assetmark, Inc
DECREASED
Shares7 from 10
Change-3 (-30%)
Value$417 (-$254)
Filed 2026-10-21
SBI Securities Co., Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$238 (-$30)
Filed 2026-10-22
DecisionPoint Financial, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$120 (-$17)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$60
Filed 2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$60 (-$8)
Filed 2026-10-15
MacKenzie Financial Corp
CLOSED
Shares0 from 7,483
Change-7,483 (-100%)
Value$0 (-$502.3K)
Filed 2026-11-02
CIBC Asset Management Inc
CLOSED
Shares0 from 3,175
Change-3,175 (-100%)
Value$0 (-$213.1K)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
CLOSED
Shares0 from 3,174
Change-3,174 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-21
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 2,998
Change-2,998 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-21
NBT Bank, N.A.
CLOSED
Shares0 from 1,202
Change-1,202 (-100%)
Value$0 (-$80.7K)
Filed 2026-10-21
Fulcrum Asset Management LLP
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-04
Davis Capital Management
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$201)
Filed 2026-10-08
BlackRock, Inc.
N/A
Shares— from 7,556,770
Change-7,556,770 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,678,108
Change-3,678,108 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,549,062
Change-3,549,062 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,456,640
Change-3,456,640 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,313,651
Change-3,313,651 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,364,665
Change-2,364,665 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,682,284
Change-1,682,284 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,359,907
Change-1,359,907 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 738,531
Change-738,531 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 657,590
Change-657,590 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 635,278
Change-635,278 (-100%)
Value—
Norges Bank
N/A
Shares— from 567,244
Change-567,244 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 450,410
Change-450,410 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 392,351
Change-392,351 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 356,833
Change-356,833 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 321,017
Change-321,017 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 260,075
Change-260,075 (-100%)
Value—
UBS Group AG
N/A
Shares— from 259,422
Change-259,422 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 246,960
Change-246,960 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 236,766
Change-236,766 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 203,518
Change-203,518 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 191,639
Change-191,639 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 180,584
Change-180,584 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 152,535
Change-152,535 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 143,338
Change-143,338 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 136,416
Change-136,416 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 133,785
Change-133,785 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 132,330
Change-132,330 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 124,793
Change-124,793 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 124,496
Change-124,496 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 123,878
Change-123,878 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 118,329
Change-118,329 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 106,707
Change-106,707 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 105,837
Change-105,837 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 105,400
Change-105,400 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 105,104
Change-105,104 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 97,233
Change-97,233 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 96,166
Change-96,166 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 94,264
Change-94,264 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 91,527
Change-91,527 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 77,912
Change-77,912 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 76,055
Change-76,055 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 74,881
Change-74,881 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 71,914
Change-71,914 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 65,300
Change-65,300 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 61,427
Change-61,427 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 61,099
Change-61,099 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 56,551
Change-56,551 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 56,000
Change-56,000 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 54,462
Change-54,462 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 49,360
Change-49,360 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 43,276
Change-43,276 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 43,259
Change-43,259 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 43,070
Change-43,070 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 42,287
Change-42,287 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 36,622
Change-36,622 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 32,240
Change-32,240 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 31,601
Change-31,601 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 31,170
Change-31,170 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 26,480
Change-26,480 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 24,673
Change-24,673 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,500
Change-23,500 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 23,412
Change-23,412 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 23,379
Change-23,379 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,844
Change-22,844 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 22,272
Change-22,272 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 21,522
Change-21,522 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 20,462
Change-20,462 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 20,167
Change-20,167 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,131
Change-20,131 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 19,633
Change-19,633 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 19,449
Change-19,449 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 18,874
Change-18,874 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,086
Change-17,086 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,777
Change-16,777 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,727
Change-16,727 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 16,707
Change-16,707 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 16,216
Change-16,216 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 15,802
Change-15,802 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 15,082
Change-15,082 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,441
Change-14,441 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 13,618
Change-13,618 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,376
Change-13,376 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 13,297
Change-13,297 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 12,766
Change-12,766 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 12,286
Change-12,286 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 11,832
Change-11,832 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 11,405
Change-11,405 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 10,890
Change-10,890 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 10,734
Change-10,734 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,321
Change-10,321 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,156
Change-10,156 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,117
Change-10,117 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,068
Change-10,068 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 8,163
Change-8,163 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 8,086
Change-8,086 (-100%)
Value—
Amundi
N/A
Shares— from 7,783
Change-7,783 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,621
Change-7,621 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,679
Change-6,679 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,667
Change-6,667 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
&partners
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 4,476
Change-4,476 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 824
Change-824 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 660
Change-660 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 658
Change-658 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 583
Change-583 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 520
Change-520 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 495
Change-495 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 367
Change-367 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 314
Change-314 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 270
Change-270 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 173
Change-173 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 146
Change-146 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 129
Change-129 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 78
Change-78 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 34
Change-34 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,855,8841,843,474+12,410+1%$123.7M$110.5M-$13.2M2026-11-04
Bank of New York Mellon Corp
DECREASED544,056544,140-840%$36.5M$32.4M-$4.1M2026-11-05
Riggs Asset Managment Co. Inc.
INCREASED429,875411,432+18,443+4%$27.6M$25.6M-$2.0M2026-11-05
Deprince Race & Zollo Inc
DECREASED313,905368,124-54,219-15%$24.7M$18.7M-$6.0M2026-10-13
Principal Financial Group Inc
DECREASED252,346254,722-2,376-1%$17.1M$15.0M-$2.1M2026-11-02
ProShare Advisors LLC
INCREASED153,7297,628+146,101+1915%$512.0K$9.2M+$8.6M2026-10-29
Waldron Private Wealth LLC
UNCHANGED122,062122,06200%$8.2M$7.3M-$865.4K2026-11-02
New York State Teachers Retirement System
DECREASED74,39475,717-1,323-2%$5.1M$4.4M-$653.0K2026-10-22
Sterling Capital Management LLC
DECREASED66,11468,056-1,942-3%$4.6M$3.9M-$631.5K2026-10-22
Jacobi Capital Management LLC
INCREASED63,04362,978+65+0%$4.2M$3.8M-$473.5K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED46,42350,129-3,706-7%$3.3M$2.7M-$604.0K2026-10-13
Anchor Capital Advisors LLC
DECREASED37,50637,762-256-1%$2.5M$2.2M-$301.5K2026-11-05
Thrivent Financial for Lutherans
DECREASED33,72834,827-1,099-3%$2.3M$2.0M-$330.0K2026-11-05
Citigroup Inc
DECREASED29,24447,825-18,581-39%$3.2M$1.7M-$1.5M2026-11-04
Barclays PLC
INCREASED27,48112,648+14,833+117%$848.9K$1.6M+$787.3K2026-11-06
Illinois Municipal Retirement Fund
DECREASED27,09927,268-169-1%$1.8M$1.6M-$216.8K2026-11-05
State of New Jersey Common Pension Fund D
DECREASED26,98934,754-7,765-22%$2.3M$1.6M-$725.8K2026-11-05
Canandaigua National Bank & Trust Co
UNCHANGED26,10526,10500%$1.8M$1.6M-$197.9K2026-10-07
Louisiana State Employees Retirement System
DECREASED22,40023,000-600-3%$1.5M$1.3M-$210.1K2026-10-20
Moody National Bank Trust Division
INCREASED22,22420,547+1,677+8%$1.4M$1.3M-$55.9K2026-10-06
Ausbil Investment Management Ltd
DECREASED20,45441,188-20,734-50%$2.8M$1.2M-$1.6M2026-10-08
Commonwealth Equity Services, LLC
DECREASED19,10820,167-1,059-5%$1.4M$1.1M-$215.9K2026-11-02
Alliance Wealth Advisors, LLC
DECREASED19,03519,775-740-4%$1.3M$1.1M-$194.0K2026-10-14
Atria Investments, Inc
DECREASED16,63016,747-117-1%$1.1M$990.1K-$133.9K2026-10-15
Arizona State Retirement System
INCREASED14,80114,497+304+2%$973.0K$881.3K-$91.8K2026-11-03
Amalgamated Bank
DECREASED13,66514,144-479-3%$949.0K$814.0K-$135.0K2026-10-23
Yousif Capital Management, LLC
DECREASED13,30814,091-783-6%$945.8K$792.4K-$153.4K2026-10-22
Fifth Third Bancorp
DECREASED12,99313,791-798-6%$925.6K$773.6K-$152.1K2026-11-05
Truist Financial Corp
DECREASED12,42012,421-10%$833.7K$739.5K-$94.2K2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED12,39712,463-66-1%$836.5K$738.1K-$98.4K2026-11-03
Oregon Public Employees Retirement Fund
DECREASED11,83511,935-100-1%$801.1K$704.7K-$96.4K2026-10-30
Fulton Bank, N.A.
DECREASED11,79111,817-260%$793.2K$702.0K-$91.1K2026-10-14
Maryland State Retirement & Pension System
INCREASED11,7797,674+4,105+53%$515.1K$701.3K+$186.2K2026-11-05
State of Alaska, Department of Revenue
DECREASED10,89519,565-8,670-44%$1.3M$648.0K-$664.0K2026-10-15
Inspire Investing, LLC
INCREASED10,72710,167+560+6%$682.4K$638.7K-$43.7K2026-10-22
Savant Capital, LLC
NEW10,515—+10,515——$626.1K—2026-11-06
Trust Co of Vermont
DECREASED10,33610,691-355-3%$717.6K$615.4K-$102.2K2026-10-21
Hanson & Doremus Investment Management
UNCHANGED8,4468,44600%$567.0K$503.0K-$64.0K2026-10-16
Pictet Asset Management Holding SA
UNCHANGED7,9737,97300%$535.1K$474.7K-$60.4K2026-11-03
PNC Financial Services Group, Inc.
DECREASED7,9538,558-605-7%$574.4K$473.5K-$100.9K2026-11-06
Park Avenue Securities LLC
INCREASED6,4326,329+103+2%$425.0K$383.0K-$42.0K2026-10-26
Cornell Pochily Investment Advisors, Inc.
UNCHANGED6,3846,38400%$428.5K$380.1K-$48.4K2026-10-19
Allegheny Financial Group
INCREASED6,0846,076+8+0%$407.9K$362.3K-$45.6K2026-11-05
Aureum Wealth Management, LLC
DECREASED6,0717,571-1,500-20%$508.2K$361.5K-$146.7K2026-10-15
Mutual of America Capital Management LLC
DECREASED6,0046,020-160%$404.1K$357.5K-$46.6K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED5,8765,844+32+1%$392.2K$349.9K-$42.4K2026-10-30
Xponance LLC
DECREASED5,2045,378-174-3%$361.0K$309.8K-$51.1K2026-11-03
Peoples Financial Services Corp.
UNCHANGED5,1005,10000%$342.3K$303.7K-$38.6K2026-10-20
Stone House Investment Management, LLC
UNCHANGED4,8374,83700%$324.7K$288.0K-$36.7K2026-10-23
Drum Hill Capital, LLC
UNCHANGED4,7184,71800%$316.7K$280.9K-$35.8K2026-10-20
Lawood & Co
UNCHANGED4,0884,08800%$274.4K$243.4K-$31.0K2026-10-09
Profund Advisors LLC
DECREASED3,9164,277-361-8%$287.1K$233.2K-$53.9K2026-10-29
Ascent Wealth Partners, LLC
INCREASED3,8573,840+17+0%$257.7K$229.6K-$28.1K2026-10-23
Nisa Investment Advisors, LLC
DECREASED3,80913,805-9,996-72%$932.9K$228.7K-$704.3K2026-10-20
Farther Finance Advisors, LLC
INCREASED3,6233,088+535+17%$207.2K$215.7K+$8.5K2026-10-08
RIA Advisory Group LLC
DECREASED3,5074,169-662-16%$279.8K$208.8K-$71.0K2026-10-15
Virginia Retirement Systems ET Al
UNCHANGED3,5003,50000%$234.9K$208.4K-$26.5K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED3,4874,395-908-21%$295.0K$208.0K-$87.0K2026-11-02
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED3,0003,00000%$201.4K$178.6K-$22.7K2026-10-28
KBC Group NV
INCREASED2,3281,668+660+40%$112.0K$139.0K+$27.0K2026-10-22
Strs Ohio
INCREASED1,4001,100+300+27%$73.8K$83.4K+$9.5K2026-10-30
Community Financial Services Group, LLC
UNCHANGED1,3891,38900%$95.1K$83.2K-$11.8K2026-10-15
Abound Wealth Management
UNCHANGED1,2181,21800%$81.7K$72.5K-$9.2K2026-10-26
Eastern Bank
NEW1,200—+1,200——$71.4K—2026-10-05
Brown, Lisle Ings, Inc.
INCREASED982975+7+1%$65.4K$58.5K-$7.0K2026-10-16
Heritage Family Offices, LLP
NEW946—+946——$56.3K—2026-11-02
US Bancorp \de\
INCREASED934929+5+1%$62.4K$55.6K-$6.7K2026-11-05
Versant Capital Management, Inc
INCREASED875516+359+70%$34.6K$52.1K+$17.5K2026-10-02
Blue Trust, Inc.
UNCHANGED80080000%$53.7K$47.6K-$6.1K2026-10-15
Center for Financial Planning, Inc.
UNCHANGED78078000%$52.4K$46.4K-$5.9K2026-10-26
IFP Advisors, Inc
INCREASED664627+37+6%$42.1K$39.5K-$2.5K2026-10-16
Gamma Investing LLC
INCREASED607541+66+12%$36.3K$36.1K-$1712026-10-08
Nykredit A/S
UNCHANGED56356300%$37.8K$33.5K-$4.3K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED460519-59-11%$34.8K$27.4K-$7.4K2026-11-04
SJS Investment Consulting Inc.
INCREASED438376+62+16%$25.2K$26.1K+$8412026-10-26
Salomon & Ludwin, LLC
UNCHANGED41241200%$28.2K$24.5K-$3.7K2026-10-29
Fortitude Family Office, LLC
INCREASED39241+351+856%$2.8K$23.3K+$20.6K2026-10-14
Root Financial Partners, LLC
NEW339—+339——$20.2K—2026-10-21
Covestor Ltd
DECREASED323581-258-44%$39.0K$19-$39.0K2026-10-30
Bare Financial Services, Inc
DECREASED267271-4-1%$18.2K$15.9K-$2.3K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED21721700%$14.6K$12.9K-$1.6K2026-10-27
Parkside Financial Bank & Trust
UNCHANGED10310300%$6.9K$6.1K-$7812026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED10010000%$6.7K$6.0K-$7582026-11-05
Larson Financial Group LLC
UNCHANGED747400%$5.0K$4.4K-$5592026-11-05
Farmers & Merchants Investments Inc
INCREASED5129+22+76%$1.9K$3.0K+$1.1K2026-10-22
GK Wealth Management LLC
NEW46—+46——$2.8K—2026-10-09
Private Trust Co NA
DECREASED43150-107-71%$10.1K$2.6K-$7.5K2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED424200%$2.8K$2.5K-$3152026-11-03
Creative Capital Management Investments LLC
INCREASED3919+20+105%$1.3K$2.3K+$1.0K2026-10-28
High Note Wealth, LLC
UNCHANGED363600%$2.4K$2.1K-$2732026-10-27
Ascentis Wealth Management, LLC
NEW34—+34——$2.0K—2026-11-03
Retirement Wealth Solutions LLC
DECREASED2940-11-27%$2.7K$1.7K-$9582026-10-07
Essential Partners LLC
INCREASED2523+2+9%$1.5K$1.5K-$552026-10-14
Parallel Advisors, LLC
UNCHANGED212100%$1.4K$1.3K-$1602026-11-03
Private Wealth Management Group, LLC
UNCHANGED181800%$1.2K$1.1K-$1372026-10-19
Clearstead Advisors, LLC
DECREASED1624-8-33%$1.6K$953-$6582026-11-06
Valley National Advisers Inc
NEW14—+14——$834—2026-10-23
Signature Equity Partners, LLC
UNCHANGED141400%$940$834-$1062026-10-29
Horizon Financial Services, LLC
UNCHANGED111100%$738$655-$832026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED101000%$672$596-$762026-10-16
Bay Harbor Wealth Management, LLC
INCREASED97+2+29%$470$540+$702026-11-03
Gilpin Wealth Management, LLC
DECREASED910-1-10%$672$536-$1362026-10-09
Caitong International Asset Management Co., Ltd
INCREASED82+6+300%$134$476+$3422026-10-29
Assetmark, Inc
DECREASED710-3-30%$671$417-$2542026-10-21
SBI Securities Co., Ltd.
UNCHANGED4400%$268$238-$302026-10-22
DecisionPoint Financial, LLC
UNCHANGED2200%$137$120-$172026-10-27
Provenance Wealth Advisors, LLC
NEW1—+1——$60—2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED1100%$68$60-$82026-10-15
MacKenzie Financial Corp
CLOSED07,483-7,483-100%$502.3K$0-$502.3K2026-11-02
CIBC Asset Management Inc
CLOSED03,175-3,175-100%$213.1K$0-$213.1K2026-11-05
Crossmark Global Holdings, Inc.
CLOSED03,174-3,174-100%$213.0K$0-$213.0K2026-10-21
Wealthcare Capital Partners, LLC
CLOSED02,998-2,998-100%$201.2K$0-$201.2K2026-10-21
NBT Bank, N.A.
CLOSED01,202-1,202-100%$80.7K$0-$80.7K2026-10-21
Fulcrum Asset Management LLP
CLOSED064-64-100%$4.3K$0-$4.3K2026-11-04
Plante Moran Financial Advisors, LLC
CLOSED050-50-100%$3.4K$0-$3.4K2026-11-04
Navigoe, LLC
CLOSED04-4-100%$0$0$02026-11-04
Davis Capital Management
CLOSED03-3-100%$201$0-$2012026-10-08
BlackRock, Inc.
N/A—7,556,770-7,556,770-100%$507.2M———
FMR LLC
N/A—3,678,108-3,678,108-100%$246.9M———
Vanguard Portfolio Management LLC
N/A—3,549,062-3,549,062-100%$238.2M———
Neuberger Berman Group LLC
N/A—3,456,640-3,456,640-100%$232.0M———
State Street Corp
N/A—3,313,651-3,313,651-100%$223.9M———
Vanguard Capital Management LLC
N/A—2,364,665-2,364,665-100%$158.7M———
Morgan Stanley
N/A—1,682,284-1,682,284-100%$112.9M———
Geode Capital Management, LLC
N/A—1,359,907-1,359,907-100%$91.3M———
Federated Hermes, Inc.
N/A—738,531-738,531-100%$49.6M———
Northern Trust Corp
N/A—657,590-657,590-100%$44.1M———
Charles Schwab Investment Management Inc
N/A—635,278-635,278-100%$42.6M———
Norges Bank
N/A—567,244-567,244-100%$38.1M———
Massachusetts Financial Services Co
N/A—450,410-450,410-100%$30.2M———
Segall Bryant & Hamill, LLC
N/A—392,351-392,351-100%$26.3M———
Vanguard Fiduciary Trust Co
N/A—356,833-356,833-100%$24.0M———
Basswood Capital Management, L.L.C.
N/A—321,017-321,017-100%$21.5M———
NFJ Investment Group, LLC
N/A—260,075-260,075-100%$17.5M———
UBS Group AG
N/A—259,422-259,422-100%$17.4M———
Bank of America Corp
N/A—246,960-246,960-100%$16.6M———
Adage Capital Partners GP, L.L.C.
N/A—236,766-236,766-100%$15.9M———
Goldman Sachs Group Inc
N/A—203,518-203,518-100%$13.7M———
Two Sigma Investments, LP
N/A—191,639-191,639-100%$12.9M———
Public Sector Pension Investment Board
N/A—180,584-180,584-100%$12.1M———
Nuveen, LLC
N/A—152,535-152,535-100%$10.2M———
Invesco Ltd.
N/A—143,338-143,338-100%$9.6M———
SG Americas Securities, LLC
N/A—136,416-136,416-100%$9.2M———
Arrowstreet Capital, Limited Partnership
N/A—133,785-133,785-100%$9.0M———
Rhumbline Advisers
N/A—132,330-132,330-100%$8.9M———
Legal & General Group Plc
N/A—124,793-124,793-100%$8.4M———
Ameriprise Financial Inc
N/A—124,496-124,496-100%$8.4M———
Envestnet Asset Management Inc
N/A—123,878-123,878-100%$8.3M———
UBS Asset Management Americas LLC
N/A—118,329-118,329-100%$7.9M———
JPMorgan Chase & Co
N/A—106,707-106,707-100%$7.3M———
Victory Capital Management Inc
N/A—105,837-105,837-100%$7.1M———
Swiss National Bank
N/A—105,400-105,400-100%$7.1M———
Citadel Advisors LLC
N/A—105,104-105,104-100%$7.1M———
American Century Companies Inc
N/A—97,233-97,233-100%$6.5M———
California Public Employees Retirement System
N/A—96,166-96,166-100%$6.5M———
Russell Investments Group, Ltd.
N/A—94,264-94,264-100%$6.3M———
Community Bank, N.A.
N/A—91,527-91,527-100%$6.1M———
Hilton Capital Management, LLC
N/A—77,912-77,912-100%$5.2M———
Wells Fargo & Company
N/A—76,055-76,055-100%$5.1M———
Price T Rowe Associates Inc
N/A—74,881-74,881-100%$5.0M———
Alliancebernstein L.P.
N/A—71,914-71,914-100%$4.2M———
AQR Capital Management LLC
N/A—65,300-65,300-100%$4.4M———
Janney Montgomery Scott LLC
N/A—61,427-61,427-100%$4.1M———
California State Teachers Retirement System
N/A—61,099-61,099-100%$4.1M———
Deutsche Bank Ag\
N/A—56,551-56,551-100%$3.8M———
Logan Capital Management Inc
N/A—56,000-56,000-100%$3.8M———
Prudential Financial Inc
N/A—54,462-54,462-100%$3.7M———
Vanguard Asset Management, Ltd
N/A—49,360-49,360-100%$3.3M———
Stifel Financial Corp
N/A—43,276-43,276-100%$2.9M———
LPL Financial LLC
N/A—43,259-43,259-100%$2.9M———
Canada Life Assurance Co
N/A—43,070-43,070-100%$2.9M———
Tidal Investments LLC
N/A—42,287-42,287-100%$2.8M———
XTX Topco Ltd
N/A—36,622-36,622-100%$2.5M———
Lazard Asset Management LLC
N/A—32,240-32,240-100%$2.2M———
First Trust Advisors LP
N/A—31,601-31,601-100%$2.1M———
MetLife Investment Management, LLC
N/A—31,170-31,170-100%$2.1M———
Manufacturers Life Insurance Company, the
N/A—26,480-26,480-100%$1.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—24,673-24,673-100%$1.7M———
Quantinno Capital Management LP
N/A—23,500-23,500-100%$1.6M———
Jupiter Topco LLC
N/A—23,412-23,412-100%$1.6M———
Cetera Investment Advisers
N/A—23,379-23,379-100%$1.6M———
Royal Bank of Canada
N/A—22,844-22,844-100%$1.5M———
SEI Investments Co
N/A—22,272-22,272-100%$1.5M———
Berkshire Asset Management LLC
N/A—21,522-21,522-100%$1.4M———
Vanguard Global Advisers, LLC
N/A—20,462-20,462-100%$1.4M———
Rafferty Asset Management, LLC
N/A—20,167-20,167-100%$1.4M———
MML Investors Services, LLC
N/A—20,131-20,131-100%$1.4M———
Osaic Holdings, Inc.
N/A—19,633-19,633-100%$1.3M———
New York State Common Retirement Fund
N/A—19,449-19,449-100%$1.3M———
Susquehanna Fundamental Investments, LLC
N/A—18,874-18,874-100%$1.3M———
Cerity Partners LLC
N/A—17,086-17,086-100%$1.1M———
HighTower Advisors, LLC
N/A—16,777-16,777-100%$1.1M———
Raymond James Financial Inc
N/A—16,727-16,727-100%$1.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—16,707-16,707-100%$1.1M———
Handelsbanken Fonder AB
N/A—16,216-16,216-100%$1.1M———
Police & Firemen's Retirement System of New Jersey
N/A—15,802-15,802-100%$1.1M———
State Board of Administration of Florida Retirement System
N/A—15,082-15,082-100%$1.0M———
Mercer Global Advisors Inc
N/A—14,441-14,441-100%$969.3K———
BNP Paribas Financial Markets
N/A—13,650-13,650-100%$916.2K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—13,618-13,618-100%$914.0K———
Natixis Advisors, LLC
N/A—13,376-13,376-100%$897.0K———
Teachers Retirement System of the State of Kentucky
N/A—13,297-13,297-100%$892.0K———
Level Four Advisory Services, LLC
N/A—12,766-12,766-100%$856.9K———
Vanguard Investments Australia, Ltd.
N/A—12,320-12,320-100%$826.9K———
State of Tennessee, Department of Treasury
N/A—12,286-12,286-100%$824.6K———
Fiduciary Trust Co
N/A—11,832-11,832-100%$794.2K———
KLP Kapitalforvaltning AS
N/A—11,700-11,700-100%$790.0K———
Intech Investment Management LLC
N/A—11,405-11,405-100%$765.5K———
Meridian Wealth Partners, LLC
N/A—10,890-10,890-100%$731.0K———
Susquehanna Portfolio Strategies, LLC
N/A—10,754-10,754-100%$721.8K———
Gallagher Fiduciary Advisors, LLC
N/A—10,734-10,734-100%$720.5K———
Benjamin Edwards Inc
N/A—10,321-10,321-100%$692.9K———
Susquehanna International Group, LLP
N/A—10,156-10,156-100%$681.7K———
Voya Investment Management LLC
N/A—10,117-10,117-100%$679.1K———
Franklin Resources Inc
N/A—10,068-10,068-100%$675.8K———
Strategic Financial Services, Inc.
N/A—8,686-8,686-100%$583.0K———
QRG Capital Management, Inc.
N/A—8,678-8,678-100%$582.4K———
Aquatic Capital Management LLC
N/A—8,163-8,163-100%$547.9K———
Freestone Grove Partners LP
N/A—8,086-8,086-100%$542.7K———
Amundi
N/A—7,783-7,783-100%$522.4K———
Mariner, LLC
N/A—7,755-7,755-100%$520.5K———
Schonfeld Strategic Advisors LLC
N/A—7,621-7,621-100%$511.5K———
Sovereign Financial Group, Inc.
N/A—7,291-7,291-100%$489.4K———
BFC Planning, Inc.
N/A—7,272-7,272-100%$488.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,272-7,272-100%$488.1K———
State of Wisconsin Investment Board
N/A—7,035-7,035-100%$472.2K———
Pathstone Holdings, LLC
N/A—6,679-6,679-100%$448.7K———
Bank of Montreal
N/A—6,667-6,667-100%$447.5K———
AE Wealth Management LLC
N/A—6,662-6,662-100%$447.3K———
Carl P. Sherr & Co., LLC
N/A—5,960-5,960-100%$400.0K———
Public Employees Retirement Association of Colorado
N/A—5,913-5,913-100%$397.0K———
&partners
N/A—5,288-5,288-100%$355.0K———
Bouchey Financial Group, Ltd.
N/A—5,269-5,269-100%$355.7K———
Ameritas Investment Partners, Inc.
N/A—4,862-4,862-100%$326.3K———
Engineers Gate Manager LP
N/A—4,760-4,760-100%$319.5K———
Vanguard Personalized Indexing Management, LLC
N/A—4,632-4,632-100%$310.9K———
GSA Capital Partners LLP
N/A—4,476-4,476-100%$300.0K———
Tower Research Capital LLC (TRC)
N/A—4,388-4,388-100%$294.5K———
Two Sigma Securities, LLC
N/A—4,257-4,257-100%$285.7K———
Melfa Wealth Management, Inc.
N/A—4,040-4,040-100%$271.2K———
Nicolet Bankshares Inc
N/A—4,000-4,000-100%$268.5K———
IFG Advisory, LLC
N/A—3,933-3,933-100%$264.0K———
Operose Advisors LLC
N/A—3,925-3,925-100%$263.4K———
New Age Alpha Advisors, LLC
N/A—3,416-3,416-100%$229.3K———
AXQ Capital, LP
N/A—3,220-3,220-100%$216.1K———
Rockbridge Investment Management, LCC
N/A—3,180-3,180-100%$213.4K———
Citizens & Northern Corp
N/A—3,083-3,083-100%$206.9K———
DRW Securities, LLC
N/A—3,058-3,058-100%$205.3K———
O'shaughnessy Asset Management, LLC
N/A—3,045-3,045-100%$204.4K———
Ensign Peak Advisors, Inc
N/A—3,008-3,008-100%$201.9K———
CIBC Bancorp USA Inc.
N/A—2,990-2,990-100%$200.7K———
Northwestern Mutual Wealth Management Co
N/A—1,845-1,845-100%$123.8K———
Manning & Napier Advisors LLC
N/A—1,743-1,743-100%$116.5K———
Hantz Financial Services, Inc.
N/A—1,267-1,267-100%$85.0K———
BNP Paribas Asset Management Holding S.A.
N/A—1,032-1,032-100%$69.3K———
Geneos Wealth Management Inc.
N/A—1,000-1,000-100%$67.1K———
Rockefeller Capital Management L.P.
N/A—824-824-100%$55.3K———
Arax Advisory Partners
N/A—660-660-100%$44.3K———
Public Employees Retirement System of Ohio
N/A—658-658-100%$44.2K———
LOS Angeles Capital Management LLC
N/A—639-639-100%$42.9K———
Ogorek Anthony Joseph
N/A—583-583-100%$39.0K———
Smartleaf Asset Management LLC
N/A—564-564-100%$37.7K———
Federation des caisses Desjardins du Quebec
N/A—520-520-100%$34.9K———
Optiver Holding B.V.
N/A—495-495-100%$33.2K———
Harbour Investments, Inc.
N/A—385-385-100%$25.8K———
Kemnay Advisory Services Inc.
N/A—367-367-100%$24.6K———
Bessemer Group Inc
N/A—314-314-100%$6.0K———
Smithfield Trust Co
N/A—270-270-100%$18.0K———
Transamerica Financial Advisors, LLC
N/A—194-194-100%$13.1K———
Allworth Financial LP
N/A—173-173-100%$11.6K———
Accent Capital Management, LLC
N/A—165-165-100%$11.1K———
Jones Financial Companies Lllp
N/A—146-146-100%$9.9K———
UMB Bank, n.a.
N/A—129-129-100%$8.7K———
Rothschild Investment LLC
N/A—99-99-100%$6.6K———
Dogwood Wealth Management LLC
N/A—96-96-100%$6.4K———
Steward Partners Investment Advisory, LLC
N/A—91-91-100%$6.1K———
ST Germain D J Co Inc
N/A—78-78-100%$5.2K———
CVA Family Office, LLC
N/A—73-73-100%$4.9K———
Keating Financial Advisory Services, Inc.
N/A—69-69-100%$4.6K———
Basecamp Wealth Advisors LLC
N/A—54-54-100%$3.6K———
Osbon Capital Management LLC
N/A—50-50-100%$3.4K———
Fiduciary Financial Advisors
N/A—34-34-100%$2.1K———
Rialto Wealth Management, LLC
N/A—17-17-100%$1.1K———
Ankerstar Wealth, LLC
N/A—9-9-100%$608———
HFM Investment Advisors, LLC
N/A—8-8-100%$537———
LRI Investments, LLC
N/A—3-3-100%$201———
Evolution Advisers, Inc.
N/A—2-2-100%$0———
Dunhill Financial, LLC
N/A—1-1-100%$73———
Raffa Wealth Management, LLC
N/A—1-1-100%$67———
Showing 289 of 289 institutions