Commvault Systems Inc (CVLT)

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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Congress Asset Management Co

DECREASED

Shares783,667 from 923,066

Change-139,399 (-15%)

Value$117.5M (-$13.3M)

Filed 2026-10-06

Pictet Asset Management Holding SA

DECREASED

Shares738,123 from 1,200,448

Change-462,325 (-39%)

Value$110.6M (-$59.6M)

Filed 2026-11-03

Boston Trust Walden Corp

INCREASED

Shares561,288 from 262,147

Change+299,141 (+114%)

Value$84.1M (+$47.0M)

Filed 2026-10-30

Dimensional Fund Advisors LP

INCREASED

Shares553,661 from 429,911

Change+123,750 (+29%)

Value$83.0M (+$22.1M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares316,572 from 318,892

Change-2,320 (-1%)

Value$47.5M (+$2.3M)

Filed 2026-11-05

Fort Washington Investment Advisors Inc

DECREASED

Shares161,308 from 201,819

Change-40,511 (-20%)

Value$24.2M (-$4.4M)

Filed 2026-10-15

Pinnacle Associates LTD

INCREASED

Shares134,577 from 127,557

Change+7,020 (+6%)

Value$20.2M (+$2.1M)

Filed 2026-10-20

Principal Financial Group Inc

INCREASED

Shares99,431 from 96,639

Change+2,792 (+3%)

Value$14.9M (+$1.2M)

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares88,844 from 54,213

Change+34,631 (+64%)

Value$13.3M (+$5.6M)

Filed 2026-11-04

MacKenzie Financial Corp

NEW

Shares76,326

Change+76,326

Value$11.4M

Filed 2026-11-02

Creative Planning

DECREASED

Shares56,362 from 59,236

Change-2,874 (-5%)

Value$8.4M (+$54.3K)

Filed 2026-11-02

Retirement Systems of Alabama

INCREASED

Shares42,748 from 42,665

Change+83 (+0%)

Value$6.4M (+$361.9K)

Filed 2026-11-04

New York State Teachers Retirement System

DECREASED

Shares41,264 from 47,464

Change-6,200 (-13%)

Value$6.2M (-$541.0K)

Filed 2026-10-22

Thrivent Financial for Lutherans

DECREASED

Shares40,086 from 40,389

Change-303 (-1%)

Value$6.0M (+$284.0K)

Filed 2026-11-05

Vontobel Holding Ltd.

DECREASED

Shares29,902 from 34,793

Change-4,891 (-14%)

Value$4.5M (-$448.3K)

Filed 2026-10-16

Fifth Third Bancorp

DECREASED

Shares21,999 from 25,688

Change-3,689 (-14%)

Value$3.3M (-$342.7K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares19,878 from 24,888

Change-5,010 (-20%)

Value$2.0M (-$645.7K)

Filed 2026-10-13

Vision Capital Management, Inc.

DECREASED

Shares17,872 from 18,048

Change-176 (-1%)

Value$2.7M (+$121.4K)

Filed 2026-10-20

Amalgamated Bank

INCREASED

Shares17,851 from 17,611

Change+240 (+1%)

Value$2.7M (+$180.0K)

Filed 2026-10-23

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares17,483 from 14,369

Change+3,114 (+22%)

Value$2.6M (+$584.5K)

Filed 2026-11-03

Strengthening Families & Communities, LLC

INCREASED

Shares17,283 from 16,733

Change+550 (+3%)

Value$2.6M (+$219.5K)

Filed 2026-10-21

Campbell Newman Asset Management Inc

NEW

Shares16,589

Change+16,589

Value$2.5M

Filed 2026-10-22

Tealwood Asset Management Inc

DECREASED

Shares14,937 from 15,241

Change-304 (-2%)

Value$2.2M (+$79.0K)

Filed 2026-10-13

Mutual of America Capital Management LLC

DECREASED

Shares14,690 from 14,908

Change-218 (-1%)

Value$2.2M (+$89.4K)

Filed 2026-10-23

DekaBank Deutsche Girozentrale

INCREASED

Shares14,686 from 3,963

Change+10,723 (+271%)

Value$2.2K (+$1.9K)

Filed 2026-10-27

Kestra Investment Management, LLC

INCREASED

Shares14,042 from 12,144

Change+1,898 (+16%)

Value$2.1M (+$384.1K)

Filed 2026-11-04

State of New Jersey Common Pension Fund D

DECREASED

Shares13,803 from 15,861

Change-2,058 (-13%)

Value$2.1M (-$178.6K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares13,012 from 5,881

Change+7,131 (+121%)

Value$2.0M (+$1.1M)

Filed 2026-11-02

Louisiana State Employees Retirement System

INCREASED

Shares12,300 from 12,100

Change+200 (+2%)

Value$1.8M (+$129.1K)

Filed 2026-10-20

State of Alaska, Department of Revenue

INCREASED

Shares11,882 from 9,944

Change+1,938 (+19%)

Value$1.8M (+$371.0K)

Filed 2026-10-15

Arizona State Retirement System

DECREASED

Shares11,666 from 12,134

Change-468 (-4%)

Value$1.7M (+$29.2K)

Filed 2026-11-03

Virginia Retirement Systems ET Al

DECREASED

Shares11,081 from 11,281

Change-200 (-2%)

Value$1.7M (+$62.4K)

Filed 2026-10-28

Yousif Capital Management, LLC

DECREASED

Shares10,696 from 11,420

Change-724 (-6%)

Value$1.6M (-$15.0K)

Filed 2026-10-22

Prescott Group Capital Management, L.L.C.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$1.5M (+$81.9K)

Filed 2026-10-30

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares9,893 from 9,876

Change+17 (+0%)

Value$1.5M (+$83.4K)

Filed 2026-11-03

State of Michigan Retirement System

INCREASED

Shares9,712 from 9,612

Change+100 (+1%)

Value$1.5M (+$93.7K)

Filed 2026-10-27

New Mexico Educational Retirement Board

UNCHANGED

Shares9,100 from 9,100

Change0 (0%)

Value$1.4M (+$74.0K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares8,786 from 7,790

Change+996 (+13%)

Value$1.3M (+$213.1K)

Filed 2026-10-22

ProShare Advisors LLC

DECREASED

Shares8,596 from 9,622

Change-1,026 (-11%)

Value$1.3M (-$75.0K)

Filed 2026-10-29

Oregon Public Employees Retirement Fund

INCREASED

Shares8,594 from 8,547

Change+47 (+1%)

Value$1.3M (+$77.0K)

Filed 2026-10-30

CWA Asset Management Group, LLC

NEW

Shares8,530

Change+8,530

Value$1.3M

Filed 2026-10-19

Strs Ohio

INCREASED

Shares8,300 from 3,900

Change+4,400 (+113%)

Value$1.2M (+$691.6K)

Filed 2026-10-30

Atria Investments, Inc

INCREASED

Shares7,240 from 5,793

Change+1,447 (+25%)

Value$1.1M (+$264.4K)

Filed 2026-10-15

Gibbs Wealth Management

DECREASED

Shares7,138 from 9,152

Change-2,014 (-22%)

Value$1.1M (-$227.0K)

Filed 2026-10-22

NorthCrest Asset Manangement, LLC

DECREASED

Shares6,412 from 7,055

Change-643 (-9%)

Value$968.2K (-$100.1K)

Filed 2026-10-13

Xponance LLC

DECREASED

Shares6,068 from 6,499

Change-431 (-7%)

Value$909.7K (-$11.4K)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares5,700 from 5,828

Change-128 (-2%)

Value$854.5K (+$28.5K)

Filed 2026-11-05

Unique Wealth Strategies, LLC

UNCHANGED

Shares5,429 from 5,429

Change0 (0%)

Value$769.4K ($0)

Filed 2026-10-13

Inspire Investing, LLC

DECREASED

Shares5,264 from 11,273

Change-6,009 (-53%)

Value$789.2K (-$808.6K)

Filed 2026-10-22

Bokf, NA

DECREASED

Shares5,088 from 5,701

Change-613 (-11%)

Value$762.8K (-$45.2K)

Filed 2026-10-27

Gagnon Securities LLC

INCREASED

Shares4,886 from 4,874

Change+12 (+0%)

Value$732.5K (+$41.7K)

Filed 2026-11-05

Daiwa Securities Group Inc.

INCREASED

Shares4,696 from 4,547

Change+149 (+3%)

Value$704.0K (+$59.6K)

Filed 2026-10-29

Truist Financial Corp

DECREASED

Shares4,480 from 5,068

Change-588 (-12%)

Value$671.6K (-$46.6K)

Filed 2026-10-30

Portside Wealth Group, LLC

DECREASED

Shares4,240 from 5,950

Change-1,710 (-29%)

Value$635.7K (-$207.6K)

Filed 2026-10-20

Allspring Global Investments Holdings, LLC

INCREASED

Shares4,086 from 4,062

Change+24 (+1%)

Value$603.8K (+$6.6K)

Filed 2026-11-04

Crossmark Global Holdings, Inc.

DECREASED

Shares4,037 from 4,074

Change-37 (-1%)

Value$605.2K (+$27.8K)

Filed 2026-10-21

Simplex Trading, LLC

INCREASED

Shares4,022 from 3,508

Change+514 (+15%)

Value$603.0K (+$105.8K)

Filed 2026-11-04

Angeles Wealth Management, LLC

DECREASED

Shares4,020 from 4,375

Change-355 (-8%)

Value$602.7K (-$17.4K)

Filed 2026-10-26

Maxi Investments CY Ltd

NEW

Shares3,900

Change+3,900

Value$585.0K

Filed 2026-10-26

Evergreen Capital Management LLC

DECREASED

Shares3,704 from 3,762

Change-58 (-2%)

Value$555.3K (+$22.1K)

Filed 2026-10-23

Vise Technologies, Inc.

INCREASED

Shares3,562 from 3,498

Change+64 (+2%)

Value$534.0K (+$38.2K)

Filed 2026-10-29

Summit Global Investments

INCREASED

Shares3,522 from 3,391

Change+131 (+4%)

Value$528.0K (+$47.0K)

Filed 2026-10-28

Keybank National Association

DECREASED

Shares3,307 from 3,833

Change-526 (-14%)

Value$495.8K (-$47.5K)

Filed 2026-11-04

111 Capital

NEW

Shares3,184

Change+3,184

Value$477.3K

Filed 2026-11-03

Abel Hall, LLC

DECREASED

Shares3,111 from 3,171

Change-60 (-2%)

Value$466.4K (+$17.0K)

Filed 2026-10-19

Praxis Investment Management Inc

UNCHANGED

Shares2,794 from 2,794

Change0 (0%)

Value$419.0K (+$23.0K)

Filed 2026-11-03

Swiss Life Asset Management Ltd

DECREASED

Shares2,708 from 2,759

Change-51 (-2%)

Value$406.0K (+$15.0K)

Filed 2026-11-03

Evanson Financial, LLC

UNCHANGED

Shares2,700 from 2,700

Change0 (0%)

Value$404.8K (+$22.1K)

Filed 2026-10-23

Imc-Chicago, LLC

DECREASED

Shares2,652 from 9,860

Change-7,208 (-73%)

Value$397.6K (-$999.9K)

Filed 2026-11-05

Park Avenue Securities LLC

DECREASED

Shares2,554 from 2,641

Change-87 (-3%)

Value$383.0K (+$9.0K)

Filed 2026-10-26

Brighton Jones LLC

DECREASED

Shares2,529 from 3,705

Change-1,176 (-32%)

Value$379.1K (-$146.0K)

Filed 2026-11-03

Robeco Institutional Asset Management B.V.

UNCHANGED

Shares2,511 from 2,511

Change0 (0%)

Value$376.4K (+$20.6K)

Filed 2026-10-20

Wolverine Asset Management LLC

NEW

Shares2,431

Change+2,431

Value$364.5K

Filed 2026-11-02

Axxion S.A.

INCREASED

Shares2,430 from 2,165

Change+265 (+12%)

Value$364.3K (+$57.5K)

Filed 2026-10-22

Curated Wealth Partners LLC

NEW

Shares2,377

Change+2,377

Value$356.4K

Filed 2026-10-15

HB Wealth Management, LLC

DECREASED

Shares2,277 from 2,962

Change-685 (-23%)

Value$341.4K (-$78.4K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

INCREASED

Shares2,233 from 2,204

Change+29 (+1%)

Value$334.8K (+$22.4K)

Filed 2026-10-20

Moody National Bank Trust Division

UNCHANGED

Shares2,201 from 2,201

Change0 (0%)

Value$330.0K (+$18.0K)

Filed 2026-10-06

Norden Group LLC

DECREASED

Shares2,141 from 2,918

Change-777 (-27%)

Value$321.0K (-$92.6K)

Filed 2026-10-20

Citizens Financial Group Inc

DECREASED

Shares2,118 from 2,527

Change-409 (-16%)

Value$317.5K (-$40.6K)

Filed 2026-10-23

Marks Group Wealth Management, Inc

UNCHANGED

Shares1,931 from 1,931

Change0 (0%)

Value$289.5K (+$15.8K)

Filed 2026-11-05

Krilogy Financial LLC

DECREASED

Shares1,847 from 2,383

Change-536 (-22%)

Value$287.0K (-$50.8K)

Filed 2026-10-13

Impact Capital Partners LLC

DECREASED

Shares1,813 from 2,007

Change-194 (-10%)

Value$271.8K (-$12.6K)

Filed 2026-10-22

Parallel Advisors, LLC

INCREASED

Shares1,759 from 1,742

Change+17 (+1%)

Value$263.7K (+$16.8K)

Filed 2026-11-03

Ethic Inc.

NEW

Shares1,734

Change+1,734

Value$260.0K

Filed 2026-11-03

Quantum Private Wealth, LLC

UNCHANGED

Shares1,700 from 1,700

Change0 (0%)

Value$254.9K (+$13.9K)

Filed 2026-10-20

Profund Advisors LLC

DECREASED

Shares1,680 from 1,790

Change-110 (-6%)

Value$251.9K (-$1.8K)

Filed 2026-10-29

AlphaCore Capital LLC

NEW

Shares1,662

Change+1,662

Value$249.2K

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares1,626 from 1,559

Change+67 (+4%)

Value$243.8K (+$22.8K)

Filed 2026-10-08

Frank, Rimerman Advisors LLC

UNCHANGED

Shares1,611 from 1,611

Change0 (0%)

Value$241.5K (+$13.2K)

Filed 2026-10-16

Sowell Financial Services LLC

DECREASED

Shares1,595 from 1,606

Change-11 (-1%)

Value$239.1K (+$11.5K)

Filed 2026-10-23

Twelve Points Wealth Management LLC

DECREASED

Shares1,585 from 1,737

Change-152 (-9%)

Value$261.7K (+$15.5K)

Filed 2026-11-03

Choreo, LLC

NEW

Shares1,528

Change+1,528

Value$229.0K

Filed 2026-10-28

KBC Group NV

UNCHANGED

Shares1,526 from 1,526

Change0 (0%)

Value$229.0K (+$13.0K)

Filed 2026-10-22

Private Wealth Management Group, LLC

UNCHANGED

Shares1,459 from 1,459

Change0 (0%)

Value$218.7K (+$11.9K)

Filed 2026-10-19

CIBC Asset Management Inc

UNCHANGED

Shares1,441 from 1,441

Change0 (0%)

Value$216.0K (+$11.8K)

Filed 2026-11-05

Fifth Third Wealth Advisors LLC

NEW

Shares1,420

Change+1,420

Value$212.9K

Filed 2026-10-22

Greenleaf Trust

NEW

Shares1,360

Change+1,360

Value$203.9K

Filed 2026-10-29

Unified Investment Management

NEW

Shares1,360

Change+1,360

Value$203.9K

Filed 2026-10-14

Chicago Partners Investment Group LLC

DECREASED

Shares1,329 from 2,350

Change-1,021 (-43%)

Value$225.1K (-$106.6K)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

DECREASED

Shares1,267 from 1,500

Change-233 (-16%)

Value$189.9K (-$22.6K)

Filed 2026-11-04

Central Pacific Bank - Trust Division

DECREASED

Shares1,116 from 1,346

Change-230 (-17%)

Value$167.3K (-$23.5K)

Filed 2026-10-06

Harbor Investment Advisory, LLC

UNCHANGED

Shares636 from 636

Change0 (0%)

Value$95.3K (+$5.2K)

Filed 2026-10-13

Versant Capital Management, Inc

INCREASED

Shares612 from 595

Change+17 (+3%)

Value$91.8K (+$7.4K)

Filed 2026-10-02

Cullen T Bankers, Inc.

INCREASED

Shares598 from 538

Change+60 (+11%)

Value$89.7K (+$13.4K)

Filed 2026-10-28

Farther Finance Advisors, LLC

DECREASED

Shares554 from 613

Change-59 (-10%)

Value$83.1K (-$4.0K)

Filed 2026-10-08

Signaturefd, LLC

DECREASED

Shares474 from 509

Change-35 (-7%)

Value$71.0K (-$1.1K)

Filed 2026-10-23

Assetmark, Inc

INCREASED

Shares384 from 382

Change+2 (+1%)

Value$57.6K (+$3.4K)

Filed 2026-10-21

True Wealth Design, LLC

DECREASED

Shares363 from 572

Change-209 (-37%)

Value$54.4K (-$26.6K)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares328

Change+328

Value$49.2K

Filed 2026-10-21

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares313 from 320

Change-7 (-2%)

Value$46.9K (+$1.6K)

Filed 2026-10-27

Essential Partners LLC

DECREASED

Shares284 from 415

Change-131 (-32%)

Value$42.6K (-$16.2K)

Filed 2026-10-14

Fulcrum Asset Management LLP

INCREASED

Shares246 from 140

Change+106 (+76%)

Value$36.0K (+$15.8K)

Filed 2026-11-04

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares189 from 189

Change0 (0%)

Value$28.3K (+$1.5K)

Filed 2026-11-05

Acumen Wealth Advisors, LLC

INCREASED

Shares171 from 154

Change+17 (+11%)

Value$25.6K (+$3.8K)

Filed 2026-11-05

Covestor Ltd

INCREASED

Shares161 from 134

Change+27 (+20%)

Value$25 (-$19.0K)

Filed 2026-10-30

V-Square Quantitative Management LLC

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$23.2K (+$1.3K)

Filed 2026-10-15

Provenance Wealth Advisors, LLC

NEW

Shares150

Change+150

Value$22.5K

Filed 2026-10-30

Private Trust Co NA

INCREASED

Shares140 from 138

Change+2 (+1%)

Value$21.0K (+$1.4K)

Filed 2026-10-20

Parkside Financial Bank & Trust

INCREASED

Shares119 from 92

Change+27 (+29%)

Value$17.8K (+$4.8K)

Filed 2026-10-27

Elyxium Wealth, LLC

NEW

Shares104

Change+104

Value$15.6K

Filed 2026-10-27

Summit Securities Group LLC

DECREASED

Shares104 from 300

Change-196 (-65%)

Value$15.6K (-$26.9K)

Filed 2026-11-05

SJS Investment Consulting Inc.

DECREASED

Shares100 from 120

Change-20 (-17%)

Value$15.0K (-$2.0K)

Filed 2026-10-26

MV Capital Management, Inc.

DECREASED

Shares97 from 98

Change-1 (-1%)

Value$14.5K (+$653)

Filed 2026-10-29

Elevation Wealth Partners, LLC

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$13.2K (+$720)

Filed 2026-10-07

Harbor Capital Advisors, Inc.

INCREASED

Shares79 from 65

Change+14 (+22%)

Value$12 (+$3)

Filed 2026-10-22

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$9.9K (+$541)

Filed 2026-10-05

IFP Advisors, Inc

INCREASED

Shares65 from 52

Change+13 (+25%)

Value$9.7K (+$2.4K)

Filed 2026-10-16

SBI Securities Co., Ltd.

INCREASED

Shares61 from 29

Change+32 (+110%)

Value$9.1K (+$5.0K)

Filed 2026-10-22

Salomon & Ludwin, LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$9.0K (+$174)

Filed 2026-10-29

GK Wealth Management LLC

NEW

Shares55

Change+55

Value$8.2K

Filed 2026-10-09

High Note Wealth, LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$6.7K (+$368)

Filed 2026-10-27

North Star Investment Management Corp.

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$6.4K (+$353)

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

NEW

Shares40

Change+40

Value$6.0K

Filed 2026-10-29

Owl Creek Wealth Partners LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$6.0K (+$327)

Filed 2026-10-20

Bell Investment Advisors, Inc

INCREASED

Shares39 from 35

Change+4 (+11%)

Value$5.8K (+$886)

Filed 2026-10-29

Farmers & Merchants Investments Inc

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$5.7K (+$311)

Filed 2026-10-22

Cassaday & Co Wealth Management LLC

NEW

Shares36

Change+36

Value$5.4K

Filed 2026-10-27

Mather Group, Llc.

NEW

Shares35

Change+35

Value$5.2K

Filed 2026-10-14

Rossby Financial, LCC

DECREASED

Shares31 from 64

Change-33 (-52%)

Value$4.6K (-$4.4K)

Filed 2026-11-05

Fortitude Family Office, LLC

NEW

Shares23

Change+23

Value$3.4K

Filed 2026-10-14

Capital Advisors, Ltd. LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$3 ($0)

Filed 2026-10-27

WPG Advisers, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$3.3K (+$180)

Filed 2026-10-27

Larson Financial Group LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$3.3K (+$180)

Filed 2026-11-05

Financial Network Wealth Advisors LLC

DECREASED

Shares17 from 25

Change-8 (-32%)

Value$2.5K (-$994)

Filed 2026-10-28

Hughes Financial Services, LLC

INCREASED

Shares14 from 4

Change+10 (+250%)

Value$2.4K (+$1.8K)

Filed 2026-10-30

Plato Investment Management Ltd

DECREASED

Shares13 from 41

Change-28 (-68%)

Value$2.0K (-$3.8K)

Filed 2026-11-05

Key FInancial Inc

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.9K (+$102)

Filed 2026-11-02

Bare Financial Services, Inc

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.8K (+$98)

Filed 2026-11-04

TD Private Client Wealth LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1.6K (+$90)

Filed 2026-10-28

JFS Wealth Advisors, LLC

INCREASED

Shares8 from 3

Change+5 (+167%)

Value$1.2K (+$774)

Filed 2026-11-03

Valley National Advisers Inc

NEW

Shares7

Change+7

Value$1.1K

Filed 2026-10-23

Torren Management, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$1.0K (+$57)

Filed 2026-10-29

Creative Financial Designs Inc

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$1.0K (+$57)

Filed 2026-11-04

Breakwater Investment Management

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$900 (+$49)

Filed 2026-10-20

Physician Wealth Advisors, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$900 (+$49)

Filed 2026-10-20

Bay Harbor Wealth Management, LLC

INCREASED

Shares4 from 1

Change+3 (+300%)

Value$600 (+$458)

Filed 2026-11-03

Horizon Financial Services, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$600 (+$33)

Filed 2026-11-04

Rakuten Securities, Inc.

NEW

Shares3

Change+3

Value$450

Filed 2026-11-02

West Paces Advisors Inc.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$450 (+$25)

Filed 2026-10-13

Signature Equity Partners, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$450 (+$25)

Filed 2026-10-29

CoreCap Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$300 (+$17)

Filed 2026-10-08

American Capital Advisory, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$300 (+$16)

Filed 2026-10-28

TD Waterhouse Canada Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$295 (+$1)

Filed 2026-10-16

DecisionPoint Financial, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$148 ($0)

Filed 2026-10-27

Silver Grove Financial Group, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$150 (+$8)

Filed 2026-11-05

Planning Strategies Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$150 (+$8)

Filed 2026-10-02

Diversify Advisory Services, LLC

CLOSED

Shares0 from 11,495

Change-11,495 (-100%)

Value$0 (-$1.7M)

Filed 2026-10-20

Diversify Wealth Management, LLC

CLOSED

Shares0 from 11,495

Change-11,495 (-100%)

Value$0 (-$1.7M)

Filed 2026-10-20

State of Wyoming

CLOSED

Shares0 from 7,101

Change-7,101 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-28

Greenwood Capital Associates LLC

CLOSED

Shares0 from 3,388

Change-3,388 (-100%)

Value$0 (-$480.2K)

Filed 2026-10-27

Alliance Wealth Advisors, LLC

CLOSED

Shares0 from 2,316

Change-2,316 (-100%)

Value$0 (-$328.2K)

Filed 2026-10-28

VestGen Advisors, LLC

CLOSED

Shares0 from 1,466

Change-1,466 (-100%)

Value$0 (-$207.8K)

Filed 2026-10-27

One Wealth Capital Management, LLC

CLOSED

Shares0 from 1,436

Change-1,436 (-100%)

Value$0 (-$203.5K)

Filed 2026-10-23

Blue Trust, Inc.

CLOSED

Shares0 from 195

Change-195 (-100%)

Value$0 (-$27.6K)

Filed 2026-10-15

Activest Wealth Management

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$6.1K)

Filed 2026-10-15

Cornerstone Planning Group LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-16

Avion Wealth

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 ($0)

Filed 2026-11-04

Wilmington Savings Fund Society, FSB

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$850)

Filed 2026-10-23

Mascoma Wealth Management LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$425)

Filed 2026-10-23

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

Creative Capital Management Investments LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$142)

Filed 2026-10-28

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$142)

Filed 2026-10-15

BlackRock, Inc.

N/A

Shares— from 6,035,560

Change-6,035,560 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,635,604

Change-3,635,604 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,863,409

Change-1,863,409 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,837,030

Change-1,837,030 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,739,733

Change-1,739,733 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,684,474

Change-1,684,474 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,225,290

Change-1,225,290 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,220,415

Change-1,220,415 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,125,580

Change-1,125,580 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 1,115,465

Change-1,115,465 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 1,091,705

Change-1,091,705 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 924,591

Change-924,591 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 871,084

Change-871,084 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 848,898

Change-848,898 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 649,439

Change-649,439 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 591,674

Change-591,674 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 581,605

Change-581,605 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 581,002

Change-581,002 (-100%)

Value—

Global Alpha Capital Management Ltd.

N/A

Shares— from 494,473

Change-494,473 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 464,016

Change-464,016 (-100%)

Value—

American Capital Management Inc

N/A

Shares— from 440,931

Change-440,931 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 435,958

Change-435,958 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 402,054

Change-402,054 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 364,843

Change-364,843 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 353,536

Change-353,536 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 351,063

Change-351,063 (-100%)

Value—

Champlain Investment Partners, LLC

N/A

Shares— from 341,569

Change-341,569 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 330,311

Change-330,311 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 328,496

Change-328,496 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 324,676

Change-324,676 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 298,611

Change-298,611 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 283,798

Change-283,798 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 262,065

Change-262,065 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 249,174

Change-249,174 (-100%)

Value—

FMR LLC

N/A

Shares— from 242,776

Change-242,776 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 231,299

Change-231,299 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 227,199

Change-227,199 (-100%)

Value—

UBS Group AG

N/A

Shares— from 224,986

Change-224,986 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 222,253

Change-222,253 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 208,901

Change-208,901 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 205,609

Change-205,609 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 198,459

Change-198,459 (-100%)

Value—

Epoch Investment Partners, Inc.

N/A

Shares— from 192,209

Change-192,209 (-100%)

Value—

Frontier Capital Management Co LLC

N/A

Shares— from 190,861

Change-190,861 (-100%)

Value—

Mizuho Markets Americas LLC

N/A

Shares— from 185,622

Change-185,622 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 184,694

Change-184,694 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 172,114

Change-172,114 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 163,674

Change-163,674 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 158,542

Change-158,542 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 157,328

Change-157,328 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 141,365

Change-141,365 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 133,994

Change-133,994 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 133,051

Change-133,051 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 127,442

Change-127,442 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 126,126

Change-126,126 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 114,403

Change-114,403 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 113,061

Change-113,061 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 108,330

Change-108,330 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 107,374

Change-107,374 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 104,128

Change-104,128 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 91,905

Change-91,905 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 89,186

Change-89,186 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 88,300

Change-88,300 (-100%)

Value—

Pier Capital, LLC

N/A

Shares— from 82,928

Change-82,928 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 81,000

Change-81,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 73,434

Change-73,434 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 70,585

Change-70,585 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 70,314

Change-70,314 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 68,583

Change-68,583 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 68,360

Change-68,360 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 65,835

Change-65,835 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 62,000

Change-62,000 (-100%)

Value—

Cypress Point Investment Management LP

N/A

Shares— from 60,851

Change-60,851 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 59,661

Change-59,661 (-100%)

Value—

Renaissance Group LLC

N/A

Shares— from 58,551

Change-58,551 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 50,675

Change-50,675 (-100%)

Value—

Lisanti Capital Growth, LLC

N/A

Shares— from 49,640

Change-49,640 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 49,256

Change-49,256 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 48,973

Change-48,973 (-100%)

Value—

Norges Bank

N/A

Shares— from 47,665

Change-47,665 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 45,249

Change-45,249 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 45,032

Change-45,032 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 43,096

Change-43,096 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 43,016

Change-43,016 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 41,489

Change-41,489 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 41,278

Change-41,278 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 40,662

Change-40,662 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 36,606

Change-36,606 (-100%)

Value—

Madison Asset Management, LLC

N/A

Shares— from 33,284

Change-33,284 (-100%)

Value—

Amundi

N/A

Shares— from 32,342

Change-32,342 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 30,402

Change-30,402 (-100%)

Value—

Paralel Advisors LLC

N/A

Shares— from 29,664

Change-29,664 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 29,360

Change-29,360 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 27,101

Change-27,101 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 26,957

Change-26,957 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 25,734

Change-25,734 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 25,624

Change-25,624 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 25,259

Change-25,259 (-100%)

Value—

Man Group plc

N/A

Shares— from 25,230

Change-25,230 (-100%)

Value—

K.J. Harrison & Partners Inc

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 23,293

Change-23,293 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 23,083

Change-23,083 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 22,407

Change-22,407 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 22,069

Change-22,069 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 20,043

Change-20,043 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 18,530

Change-18,530 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 17,600

Change-17,600 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 16,654

Change-16,654 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 16,447

Change-16,447 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 16,228

Change-16,228 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 16,098

Change-16,098 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 15,978

Change-15,978 (-100%)

Value—

Boston Partners

N/A

Shares— from 14,816

Change-14,816 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 13,519

Change-13,519 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 13,214

Change-13,214 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 12,999

Change-12,999 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 12,300

Change-12,300 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 11,658

Change-11,658 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,567

Change-11,567 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 11,549

Change-11,549 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 11,360

Change-11,360 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 11,246

Change-11,246 (-100%)

Value—

L2 Asset Management, LLC

N/A

Shares— from 11,214

Change-11,214 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 11,188

Change-11,188 (-100%)

Value—

Barclays PLC

N/A

Shares— from 10,992

Change-10,992 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 10,695

Change-10,695 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 10,121

Change-10,121 (-100%)

Value—

Pinebridge Investments LLC

N/A

Shares— from 10,084

Change-10,084 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 9,700

Change-9,700 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,578

Change-9,578 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 9,529

Change-9,529 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 9,279

Change-9,279 (-100%)

Value—

&partners

N/A

Shares— from 9,190

Change-9,190 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,169

Change-9,169 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 9,072

Change-9,072 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 8,800

Change-8,800 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 8,639

Change-8,639 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 8,407

Change-8,407 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8,312

Change-8,312 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 7,618

Change-7,618 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 7,427

Change-7,427 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,044

Change-7,044 (-100%)

Value—

Sivia Capital Partners, LLC

N/A

Shares— from 6,821

Change-6,821 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 6,769

Change-6,769 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 6,741

Change-6,741 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 6,699

Change-6,699 (-100%)

Value—

F/m Investments LLC

N/A

Shares— from 6,145

Change-6,145 (-100%)

Value—

Ardsley Advisory Partners LP

N/A

Shares— from 6,100

Change-6,100 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 5,959

Change-5,959 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 5,946

Change-5,946 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 5,628

Change-5,628 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,565

Change-5,565 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 5,473

Change-5,473 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 5,281

Change-5,281 (-100%)

Value—

Altshuler Shaham Ltd

N/A

Shares— from 5,196

Change-5,196 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 5,192

Change-5,192 (-100%)

Value—

Ossiam

N/A

Shares— from 5,186

Change-5,186 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 4,991

Change-4,991 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 4,842

Change-4,842 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 4,721

Change-4,721 (-100%)

Value—

OAK Associates LTD

N/A

Shares— from 4,655

Change-4,655 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 4,618

Change-4,618 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 4,124

Change-4,124 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 3,945

Change-3,945 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 3,844

Change-3,844 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 3,792

Change-3,792 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 3,721

Change-3,721 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 3,715

Change-3,715 (-100%)

Value—

Kesler, Norman & Wride, LLC

N/A

Shares— from 3,574

Change-3,574 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 3,524

Change-3,524 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 3,494

Change-3,494 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 3,446

Change-3,446 (-100%)

Value—

Maverick Capital LTD

N/A

Shares— from 3,344

Change-3,344 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 3,328

Change-3,328 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 3,268

Change-3,268 (-100%)

Value—

Frec Markets, Inc.

N/A

Shares— from 3,252

Change-3,252 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 3,246

Change-3,246 (-100%)

Value—

Harvest Management LLC

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 3,195

Change-3,195 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 3,154

Change-3,154 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 3,153

Change-3,153 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 3,140

Change-3,140 (-100%)

Value—

Securian Asset Management, Inc

N/A

Shares— from 3,042

Change-3,042 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 3,036

Change-3,036 (-100%)

Value—

Turner Financial Group, Inc.

N/A

Shares— from 3,014

Change-3,014 (-100%)

Value—

Buckland Partners Management Co LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 2,990

Change-2,990 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 2,929

Change-2,929 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 2,837

Change-2,837 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 2,828

Change-2,828 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,822

Change-2,822 (-100%)

Value—

Towarzystwo Funduszy Inwestycyjnych PZU SA

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 2,758

Change-2,758 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 2,712

Change-2,712 (-100%)

Value—

Commerce Bank

N/A

Shares— from 2,677

Change-2,677 (-100%)

Value—

Blair William & Co

N/A

Shares— from 2,670

Change-2,670 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 2,621

Change-2,621 (-100%)

Value—

Oversea-Chinese Banking Corp Ltd

N/A

Shares— from 2,604

Change-2,604 (-100%)

Value—

Allstate Corp

N/A

Shares— from 2,556

Change-2,556 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,366

Change-2,366 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 2,327

Change-2,327 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 2,314

Change-2,314 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 2,301

Change-2,301 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 2,246

Change-2,246 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,241

Change-2,241 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 2,236

Change-2,236 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 2,207

Change-2,207 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 2,108

Change-2,108 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 2,095

Change-2,095 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 2,022

Change-2,022 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 2,013

Change-2,013 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 1,882

Change-1,882 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 1,859

Change-1,859 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 1,809

Change-1,809 (-100%)

Value—

Waddell & Associates, LLC

N/A

Shares— from 1,759

Change-1,759 (-100%)

Value—

Meeder Advisory Services, Inc.

N/A

Shares— from 1,744

Change-1,744 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,707

Change-1,707 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,519

Change-1,519 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 1,457

Change-1,457 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 1,448

Change-1,448 (-100%)

Value—

Caerus Investment Advisors, LLC

N/A

Shares— from 1,418

Change-1,418 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 1,184

Change-1,184 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 898

Change-898 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 733

Change-733 (-100%)

Value—

Natixis

N/A

Shares— from 673

Change-673 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 663

Change-663 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 549

Change-549 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 447

Change-447 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 419

Change-419 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 405

Change-405 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 388

Change-388 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 374

Change-374 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 364

Change-364 (-100%)

Value—

Eurizon Capital SGR S.p.A.

N/A

Shares— from 325

Change-325 (-100%)

Value—

Silvant Capital Management LLC

N/A

Shares— from 215

Change-215 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 178

Change-178 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 143

Change-143 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 140

Change-140 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 125

Change-125 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 104

Change-104 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 77

Change-77 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 64

Change-64 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 48

Change-48 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 31

Change-31 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 27

Change-27 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 27

Change-27 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 25

Change-25 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 20

Change-20 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 5

Change-5 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Congress Asset Management Co	DECREASED	783,667	923,066	-139,399	-15%	$130.8M	$117.5M	-$13.3M	2026-10-06
Pictet Asset Management Holding SA	DECREASED	738,123	1,200,448	-462,325	-39%	$170.2M	$110.6M	-$59.6M	2026-11-03
Boston Trust Walden Corp	INCREASED	561,288	262,147	+299,141	+114%	$37.2M	$84.1M	+$47.0M	2026-10-30
Dimensional Fund Advisors LP	INCREASED	553,661	429,911	+123,750	+29%	$60.9M	$83.0M	+$22.1M	2026-11-04
Bank of New York Mellon Corp	DECREASED	316,572	318,892	-2,320	-1%	$45.2M	$47.5M	+$2.3M	2026-11-05
Fort Washington Investment Advisors Inc	DECREASED	161,308	201,819	-40,511	-20%	$28.6M	$24.2M	-$4.4M	2026-10-15
Pinnacle Associates LTD	INCREASED	134,577	127,557	+7,020	+6%	$18.1M	$20.2M	+$2.1M	2026-10-20
Principal Financial Group Inc	INCREASED	99,431	96,639	+2,792	+3%	$13.7M	$14.9M	+$1.2M	2026-11-02
Citigroup Inc	INCREASED	88,844	54,213	+34,631	+64%	$7.7M	$13.3M	+$5.6M	2026-11-04
MacKenzie Financial Corp	NEW	76,326	—	+76,326	—	—	$11.4M	—	2026-11-02
Creative Planning	DECREASED	56,362	59,236	-2,874	-5%	$8.4M	$8.4M	+$54.3K	2026-11-02
Retirement Systems of Alabama	INCREASED	42,748	42,665	+83	+0%	$6.0M	$6.4M	+$361.9K	2026-11-04
New York State Teachers Retirement System	DECREASED	41,264	47,464	-6,200	-13%	$6.7M	$6.2M	-$541.0K	2026-10-22
Thrivent Financial for Lutherans	DECREASED	40,086	40,389	-303	-1%	$5.7M	$6.0M	+$284.0K	2026-11-05
Vontobel Holding Ltd.	DECREASED	29,902	34,793	-4,891	-14%	$4.9M	$4.5M	-$448.3K	2026-10-16
Fifth Third Bancorp	DECREASED	21,999	25,688	-3,689	-14%	$3.6M	$3.3M	-$342.7K	2026-11-05
Wealth Enhancement Advisory Services, LLC	DECREASED	19,878	24,888	-5,010	-20%	$2.7M	$2.0M	-$645.7K	2026-10-13
Vision Capital Management, Inc.	DECREASED	17,872	18,048	-176	-1%	$2.6M	$2.7M	+$121.4K	2026-10-20
Amalgamated Bank	INCREASED	17,851	17,611	+240	+1%	$2.5M	$2.7M	+$180.0K	2026-10-23
Mirae Asset Global Investments Co., Ltd.	INCREASED	17,483	14,369	+3,114	+22%	$2.0M	$2.6M	+$584.5K	2026-11-03
Strengthening Families & Communities, LLC	INCREASED	17,283	16,733	+550	+3%	$2.4M	$2.6M	+$219.5K	2026-10-21
Campbell Newman Asset Management Inc	NEW	16,589	—	+16,589	—	—	$2.5M	—	2026-10-22
Tealwood Asset Management Inc	DECREASED	14,937	15,241	-304	-2%	$2.2M	$2.2M	+$79.0K	2026-10-13
Mutual of America Capital Management LLC	DECREASED	14,690	14,908	-218	-1%	$2.1M	$2.2M	+$89.4K	2026-10-23
DekaBank Deutsche Girozentrale	INCREASED	14,686	3,963	+10,723	+271%	$303	$2.2K	+$1.9K	2026-10-27
Kestra Investment Management, LLC	INCREASED	14,042	12,144	+1,898	+16%	$1.7M	$2.1M	+$384.1K	2026-11-04
State of New Jersey Common Pension Fund D	DECREASED	13,803	15,861	-2,058	-13%	$2.2M	$2.1M	-$178.6K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	13,012	5,881	+7,131	+121%	$833.5K	$2.0M	+$1.1M	2026-11-02
Louisiana State Employees Retirement System	INCREASED	12,300	12,100	+200	+2%	$1.7M	$1.8M	+$129.1K	2026-10-20
State of Alaska, Department of Revenue	INCREASED	11,882	9,944	+1,938	+19%	$1.4M	$1.8M	+$371.0K	2026-10-15
Arizona State Retirement System	DECREASED	11,666	12,134	-468	-4%	$1.7M	$1.7M	+$29.2K	2026-11-03
Virginia Retirement Systems ET Al	DECREASED	11,081	11,281	-200	-2%	$1.6M	$1.7M	+$62.4K	2026-10-28
Yousif Capital Management, LLC	DECREASED	10,696	11,420	-724	-6%	$1.6M	$1.6M	-$15.0K	2026-10-22
Prescott Group Capital Management, L.L.C.	UNCHANGED	10,000	10,000	0	0%	$1.4M	$1.5M	+$81.9K	2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	9,893	9,876	+17	+0%	$1.4M	$1.5M	+$83.4K	2026-11-03
State of Michigan Retirement System	INCREASED	9,712	9,612	+100	+1%	$1.4M	$1.5M	+$93.7K	2026-10-27
New Mexico Educational Retirement Board	UNCHANGED	9,100	9,100	0	0%	$1.3M	$1.4M	+$74.0K	2026-11-05
Sterling Capital Management LLC	INCREASED	8,786	7,790	+996	+13%	$1.1M	$1.3M	+$213.1K	2026-10-22
ProShare Advisors LLC	DECREASED	8,596	9,622	-1,026	-11%	$1.4M	$1.3M	-$75.0K	2026-10-29
Oregon Public Employees Retirement Fund	INCREASED	8,594	8,547	+47	+1%	$1.2M	$1.3M	+$77.0K	2026-10-30
CWA Asset Management Group, LLC	NEW	8,530	—	+8,530	—	—	$1.3M	—	2026-10-19
Strs Ohio	INCREASED	8,300	3,900	+4,400	+113%	$552.7K	$1.2M	+$691.6K	2026-10-30
Atria Investments, Inc	INCREASED	7,240	5,793	+1,447	+25%	$821.0K	$1.1M	+$264.4K	2026-10-15
Gibbs Wealth Management	DECREASED	7,138	9,152	-2,014	-22%	$1.3M	$1.1M	-$227.0K	2026-10-22
NorthCrest Asset Manangement, LLC	DECREASED	6,412	7,055	-643	-9%	$1.1M	$968.2K	-$100.1K	2026-10-13
Xponance LLC	DECREASED	6,068	6,499	-431	-7%	$921.1K	$909.7K	-$11.4K	2026-11-03
US Bancorp \de\	DECREASED	5,700	5,828	-128	-2%	$826.0K	$854.5K	+$28.5K	2026-11-05
Unique Wealth Strategies, LLC	UNCHANGED	5,429	5,429	0	0%	$769.4K	$769.4K	$0	2026-10-13
Inspire Investing, LLC	DECREASED	5,264	11,273	-6,009	-53%	$1.6M	$789.2K	-$808.6K	2026-10-22
Bokf, NA	DECREASED	5,088	5,701	-613	-11%	$808.0K	$762.8K	-$45.2K	2026-10-27
Gagnon Securities LLC	INCREASED	4,886	4,874	+12	+0%	$690.8K	$732.5K	+$41.7K	2026-11-05
Daiwa Securities Group Inc.	INCREASED	4,696	4,547	+149	+3%	$644.4K	$704.0K	+$59.6K	2026-10-29
Truist Financial Corp	DECREASED	4,480	5,068	-588	-12%	$718.3K	$671.6K	-$46.6K	2026-10-30
Portside Wealth Group, LLC	DECREASED	4,240	5,950	-1,710	-29%	$843.3K	$635.7K	-$207.6K	2026-10-20
Allspring Global Investments Holdings, LLC	INCREASED	4,086	4,062	+24	+1%	$597.2K	$603.8K	+$6.6K	2026-11-04
Crossmark Global Holdings, Inc.	DECREASED	4,037	4,074	-37	-1%	$577.4K	$605.2K	+$27.8K	2026-10-21
Simplex Trading, LLC	INCREASED	4,022	3,508	+514	+15%	$497.2K	$603.0K	+$105.8K	2026-11-04
Angeles Wealth Management, LLC	DECREASED	4,020	4,375	-355	-8%	$620.1K	$602.7K	-$17.4K	2026-10-26
Maxi Investments CY Ltd	NEW	3,900	—	+3,900	—	—	$585.0K	—	2026-10-26
Evergreen Capital Management LLC	DECREASED	3,704	3,762	-58	-2%	$533.2K	$555.3K	+$22.1K	2026-10-23
Vise Technologies, Inc.	INCREASED	3,562	3,498	+64	+2%	$495.8K	$534.0K	+$38.2K	2026-10-29
Summit Global Investments	INCREASED	3,522	3,391	+131	+4%	$481.0K	$528.0K	+$47.0K	2026-10-28
Keybank National Association	DECREASED	3,307	3,833	-526	-14%	$543.2K	$495.8K	-$47.5K	2026-11-04
111 Capital	NEW	3,184	—	+3,184	—	—	$477.3K	—	2026-11-03
Abel Hall, LLC	DECREASED	3,111	3,171	-60	-2%	$449.4K	$466.4K	+$17.0K	2026-10-19
Praxis Investment Management Inc	UNCHANGED	2,794	2,794	0	0%	$396.0K	$419.0K	+$23.0K	2026-11-03
Swiss Life Asset Management Ltd	DECREASED	2,708	2,759	-51	-2%	$391.0K	$406.0K	+$15.0K	2026-11-03
Evanson Financial, LLC	UNCHANGED	2,700	2,700	0	0%	$382.7K	$404.8K	+$22.1K	2026-10-23
Imc-Chicago, LLC	DECREASED	2,652	9,860	-7,208	-73%	$1.4M	$397.6K	-$999.9K	2026-11-05
Park Avenue Securities LLC	DECREASED	2,554	2,641	-87	-3%	$374.0K	$383.0K	+$9.0K	2026-10-26
Brighton Jones LLC	DECREASED	2,529	3,705	-1,176	-32%	$525.1K	$379.1K	-$146.0K	2026-11-03
Robeco Institutional Asset Management B.V.	UNCHANGED	2,511	2,511	0	0%	$355.9K	$376.4K	+$20.6K	2026-10-20
Wolverine Asset Management LLC	NEW	2,431	—	+2,431	—	—	$364.5K	—	2026-11-02
Axxion S.A.	INCREASED	2,430	2,165	+265	+12%	$306.8K	$364.3K	+$57.5K	2026-10-22
Curated Wealth Partners LLC	NEW	2,377	—	+2,377	—	—	$356.4K	—	2026-10-15
HB Wealth Management, LLC	DECREASED	2,277	2,962	-685	-23%	$419.8K	$341.4K	-$78.4K	2026-10-23
Nisa Investment Advisors, LLC	INCREASED	2,233	2,204	+29	+1%	$312.4K	$334.8K	+$22.4K	2026-10-20
Moody National Bank Trust Division	UNCHANGED	2,201	2,201	0	0%	$311.9K	$330.0K	+$18.0K	2026-10-06
Norden Group LLC	DECREASED	2,141	2,918	-777	-27%	$413.6K	$321.0K	-$92.6K	2026-10-20
Citizens Financial Group Inc	DECREASED	2,118	2,527	-409	-16%	$358.2K	$317.5K	-$40.6K	2026-10-23
Marks Group Wealth Management, Inc	UNCHANGED	1,931	1,931	0	0%	$273.7K	$289.5K	+$15.8K	2026-11-05
Krilogy Financial LLC	DECREASED	1,847	2,383	-536	-22%	$337.7K	$287.0K	-$50.8K	2026-10-13
Impact Capital Partners LLC	DECREASED	1,813	2,007	-194	-10%	$284.5K	$271.8K	-$12.6K	2026-10-22
Parallel Advisors, LLC	INCREASED	1,759	1,742	+17	+1%	$246.9K	$263.7K	+$16.8K	2026-11-03
Ethic Inc.	NEW	1,734	—	+1,734	—	—	$260.0K	—	2026-11-03
Quantum Private Wealth, LLC	UNCHANGED	1,700	1,700	0	0%	$240.9K	$254.9K	+$13.9K	2026-10-20
Profund Advisors LLC	DECREASED	1,680	1,790	-110	-6%	$253.7K	$251.9K	-$1.8K	2026-10-29
AlphaCore Capital LLC	NEW	1,662	—	+1,662	—	—	$249.2K	—	2026-11-04
Gamma Investing LLC	INCREASED	1,626	1,559	+67	+4%	$221.0K	$243.8K	+$22.8K	2026-10-08
Frank, Rimerman Advisors LLC	UNCHANGED	1,611	1,611	0	0%	$228.3K	$241.5K	+$13.2K	2026-10-16
Sowell Financial Services LLC	DECREASED	1,595	1,606	-11	-1%	$227.6K	$239.1K	+$11.5K	2026-10-23
Twelve Points Wealth Management LLC	DECREASED	1,585	1,737	-152	-9%	$246.2K	$261.7K	+$15.5K	2026-11-03
Choreo, LLC	NEW	1,528	—	+1,528	—	—	$229.0K	—	2026-10-28
KBC Group NV	UNCHANGED	1,526	1,526	0	0%	$216.0K	$229.0K	+$13.0K	2026-10-22
Private Wealth Management Group, LLC	UNCHANGED	1,459	1,459	0	0%	$206.8K	$218.7K	+$11.9K	2026-10-19
CIBC Asset Management Inc	UNCHANGED	1,441	1,441	0	0%	$204.2K	$216.0K	+$11.8K	2026-11-05
Fifth Third Wealth Advisors LLC	NEW	1,420	—	+1,420	—	—	$212.9K	—	2026-10-22
Greenleaf Trust	NEW	1,360	—	+1,360	—	—	$203.9K	—	2026-10-29
Unified Investment Management	NEW	1,360	—	+1,360	—	—	$203.9K	—	2026-10-14
Chicago Partners Investment Group LLC	DECREASED	1,329	2,350	-1,021	-43%	$331.7K	$225.1K	-$106.6K	2026-10-27
EverSource Wealth Advisors, LLC	DECREASED	1,267	1,500	-233	-16%	$212.6K	$189.9K	-$22.6K	2026-11-04
Central Pacific Bank - Trust Division	DECREASED	1,116	1,346	-230	-17%	$190.8K	$167.3K	-$23.5K	2026-10-06
Harbor Investment Advisory, LLC	UNCHANGED	636	636	0	0%	$90.1K	$95.3K	+$5.2K	2026-10-13
Versant Capital Management, Inc	INCREASED	612	595	+17	+3%	$84.3K	$91.8K	+$7.4K	2026-10-02
Cullen T Bankers, Inc.	INCREASED	598	538	+60	+11%	$76.3K	$89.7K	+$13.4K	2026-10-28
Farther Finance Advisors, LLC	DECREASED	554	613	-59	-10%	$87.0K	$83.1K	-$4.0K	2026-10-08
Signaturefd, LLC	DECREASED	474	509	-35	-7%	$72.1K	$71.0K	-$1.1K	2026-10-23
Assetmark, Inc	INCREASED	384	382	+2	+1%	$54.1K	$57.6K	+$3.4K	2026-10-21
True Wealth Design, LLC	DECREASED	363	572	-209	-37%	$81.1K	$54.4K	-$26.6K	2026-10-13
Root Financial Partners, LLC	NEW	328	—	+328	—	—	$49.2K	—	2026-10-21
Pinnacle Wealth Planning Services, Inc.	DECREASED	313	320	-7	-2%	$45.4K	$46.9K	+$1.6K	2026-10-27
Essential Partners LLC	DECREASED	284	415	-131	-32%	$58.8K	$42.6K	-$16.2K	2026-10-14
Fulcrum Asset Management LLP	INCREASED	246	140	+106	+76%	$20.2K	$36.0K	+$15.8K	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	189	189	0	0%	$26.8K	$28.3K	+$1.5K	2026-11-05
Acumen Wealth Advisors, LLC	INCREASED	171	154	+17	+11%	$21.8K	$25.6K	+$3.8K	2026-11-05
Covestor Ltd	INCREASED	161	134	+27	+20%	$19.0K	$25	-$19.0K	2026-10-30
V-Square Quantitative Management LLC	UNCHANGED	155	155	0	0%	$22.0K	$23.2K	+$1.3K	2026-10-15
Provenance Wealth Advisors, LLC	NEW	150	—	+150	—	—	$22.5K	—	2026-10-30
Private Trust Co NA	INCREASED	140	138	+2	+1%	$19.6K	$21.0K	+$1.4K	2026-10-20
Parkside Financial Bank & Trust	INCREASED	119	92	+27	+29%	$13.0K	$17.8K	+$4.8K	2026-10-27
Elyxium Wealth, LLC	NEW	104	—	+104	—	—	$15.6K	—	2026-10-27
Summit Securities Group LLC	DECREASED	104	300	-196	-65%	$42.5K	$15.6K	-$26.9K	2026-11-05
SJS Investment Consulting Inc.	DECREASED	100	120	-20	-17%	$17.0K	$15.0K	-$2.0K	2026-10-26
MV Capital Management, Inc.	DECREASED	97	98	-1	-1%	$13.9K	$14.5K	+$653	2026-10-29
Elevation Wealth Partners, LLC	UNCHANGED	88	88	0	0%	$12.5K	$13.2K	+$720	2026-10-07
Harbor Capital Advisors, Inc.	INCREASED	79	65	+14	+22%	$9	$12	+$3	2026-10-22
MassMutual Private Wealth & Trust, FSB	UNCHANGED	66	66	0	0%	$9.4K	$9.9K	+$541	2026-10-05
IFP Advisors, Inc	INCREASED	65	52	+13	+25%	$7.4K	$9.7K	+$2.4K	2026-10-16
SBI Securities Co., Ltd.	INCREASED	61	29	+32	+110%	$4.1K	$9.1K	+$5.0K	2026-10-22
Salomon & Ludwin, LLC	UNCHANGED	60	60	0	0%	$8.8K	$9.0K	+$174	2026-10-29
GK Wealth Management LLC	NEW	55	—	+55	—	—	$8.2K	—	2026-10-09
High Note Wealth, LLC	UNCHANGED	45	45	0	0%	$6.4K	$6.7K	+$368	2026-10-27
North Star Investment Management Corp.	UNCHANGED	43	43	0	0%	$6.1K	$6.4K	+$353	2026-10-27
Caitong International Asset Management Co., Ltd	NEW	40	—	+40	—	—	$6.0K	—	2026-10-29
Owl Creek Wealth Partners LLC	UNCHANGED	40	40	0	0%	$5.7K	$6.0K	+$327	2026-10-20
Bell Investment Advisors, Inc	INCREASED	39	35	+4	+11%	$5.0K	$5.8K	+$886	2026-10-29
Farmers & Merchants Investments Inc	UNCHANGED	38	38	0	0%	$5.4K	$5.7K	+$311	2026-10-22
Cassaday & Co Wealth Management LLC	NEW	36	—	+36	—	—	$5.4K	—	2026-10-27
Mather Group, Llc.	NEW	35	—	+35	—	—	$5.2K	—	2026-10-14
Rossby Financial, LCC	DECREASED	31	64	-33	-52%	$9.1K	$4.6K	-$4.4K	2026-11-05
Fortitude Family Office, LLC	NEW	23	—	+23	—	—	$3.4K	—	2026-10-14
Capital Advisors, Ltd. LLC	UNCHANGED	23	23	0	0%	$3	$3	$0	2026-10-27
WPG Advisers, LLC	UNCHANGED	22	22	0	0%	$3.1K	$3.3K	+$180	2026-10-27
Larson Financial Group LLC	UNCHANGED	22	22	0	0%	$3.1K	$3.3K	+$180	2026-11-05
Financial Network Wealth Advisors LLC	DECREASED	17	25	-8	-32%	$3.5K	$2.5K	-$994	2026-10-28
Hughes Financial Services, LLC	INCREASED	14	4	+10	+250%	$567	$2.4K	+$1.8K	2026-10-30
Plato Investment Management Ltd	DECREASED	13	41	-28	-68%	$5.8K	$2.0K	-$3.8K	2026-11-05
Key FInancial Inc	UNCHANGED	13	13	0	0%	$1.8K	$1.9K	+$102	2026-11-02
Bare Financial Services, Inc	UNCHANGED	12	12	0	0%	$1.7K	$1.8K	+$98	2026-11-04
TD Private Client Wealth LLC	UNCHANGED	11	11	0	0%	$1.6K	$1.6K	+$90	2026-10-28
JFS Wealth Advisors, LLC	INCREASED	8	3	+5	+167%	$426	$1.2K	+$774	2026-11-03
Valley National Advisers Inc	NEW	7	—	+7	—	—	$1.1K	—	2026-10-23
Torren Management, LLC	UNCHANGED	7	7	0	0%	$992	$1.0K	+$57	2026-10-29
Creative Financial Designs Inc	UNCHANGED	7	7	0	0%	$992	$1.0K	+$57	2026-11-04
Breakwater Investment Management	UNCHANGED	6	6	0	0%	$851	$900	+$49	2026-10-20
Physician Wealth Advisors, Inc.	UNCHANGED	6	6	0	0%	$851	$900	+$49	2026-10-20
Bay Harbor Wealth Management, LLC	INCREASED	4	1	+3	+300%	$142	$600	+$458	2026-11-03
Horizon Financial Services, LLC	UNCHANGED	4	4	0	0%	$567	$600	+$33	2026-11-04
Rakuten Securities, Inc.	NEW	3	—	+3	—	—	$450	—	2026-11-02
West Paces Advisors Inc.	UNCHANGED	3	3	0	0%	$425	$450	+$25	2026-10-13
Signature Equity Partners, LLC	UNCHANGED	3	3	0	0%	$425	$450	+$25	2026-10-29
CoreCap Advisors, LLC	UNCHANGED	2	2	0	0%	$283	$300	+$17	2026-10-08
American Capital Advisory, LLC	UNCHANGED	2	2	0	0%	$284	$300	+$16	2026-10-28
TD Waterhouse Canada Inc.	UNCHANGED	2	2	0	0%	$294	$295	+$1	2026-10-16
DecisionPoint Financial, LLC	UNCHANGED	1	1	0	0%	$148	$148	$0	2026-10-27
Silver Grove Financial Group, Inc.	UNCHANGED	1	1	0	0%	$142	$150	+$8	2026-11-05
Planning Strategies Inc.	UNCHANGED	1	1	0	0%	$142	$150	+$8	2026-10-02
Diversify Advisory Services, LLC	CLOSED	0	11,495	-11,495	-100%	$1.7M	$0	-$1.7M	2026-10-20
Diversify Wealth Management, LLC	CLOSED	0	11,495	-11,495	-100%	$1.7M	$0	-$1.7M	2026-10-20
State of Wyoming	CLOSED	0	7,101	-7,101	-100%	$1.0M	$0	-$1.0M	2026-10-28
Greenwood Capital Associates LLC	CLOSED	0	3,388	-3,388	-100%	$480.2K	$0	-$480.2K	2026-10-27
Alliance Wealth Advisors, LLC	CLOSED	0	2,316	-2,316	-100%	$328.2K	$0	-$328.2K	2026-10-28
VestGen Advisors, LLC	CLOSED	0	1,466	-1,466	-100%	$207.8K	$0	-$207.8K	2026-10-27
One Wealth Capital Management, LLC	CLOSED	0	1,436	-1,436	-100%	$203.5K	$0	-$203.5K	2026-10-23
Blue Trust, Inc.	CLOSED	0	195	-195	-100%	$27.6K	$0	-$27.6K	2026-10-15
Activest Wealth Management	CLOSED	0	43	-43	-100%	$6.1K	$0	-$6.1K	2026-10-15
Cornerstone Planning Group LLC	CLOSED	0	12	-12	-100%	$1.7K	$0	-$1.7K	2026-10-16
Avion Wealth	CLOSED	0	6	-6	-100%	$0	$0	$0	2026-11-04
Wilmington Savings Fund Society, FSB	CLOSED	0	6	-6	-100%	$850	$0	-$850	2026-10-23
Mascoma Wealth Management LLC	CLOSED	0	3	-3	-100%	$425	$0	-$425	2026-10-23
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
Creative Capital Management Investments LLC	CLOSED	0	1	-1	-100%	$142	$0	-$142	2026-10-28
AdvisorNet Financial, Inc	CLOSED	0	1	-1	-100%	$142	$0	-$142	2026-10-15
BlackRock, Inc.	N/A	—	6,035,560	-6,035,560	-100%	$855.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,635,604	-3,635,604	-100%	$515.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,863,409	-1,863,409	-100%	$264.1M	—	—	—
AQR Capital Management LLC	N/A	—	1,837,030	-1,837,030	-100%	$260.4M	—	—	—
Ameriprise Financial Inc	N/A	—	1,739,733	-1,739,733	-100%	$246.6M	—	—	—
State Street Corp	N/A	—	1,684,474	-1,684,474	-100%	$238.8M	—	—	—
Geode Capital Management, LLC	N/A	—	1,225,290	-1,225,290	-100%	$173.7M	—	—	—
Acadian Asset Management LLC	N/A	—	1,220,415	-1,220,415	-100%	$172.9M	—	—	—
JPMorgan Chase & Co	N/A	—	1,125,580	-1,125,580	-100%	$162.6M	—	—	—
Alliancebernstein L.P.	N/A	—	1,115,465	-1,115,465	-100%	$86.9M	—	—	—
First Trust Advisors LP	N/A	—	1,091,705	-1,091,705	-100%	$154.7M	—	—	—
Victory Capital Management Inc	N/A	—	924,591	-924,591	-100%	$131.0M	—	—	—
Morgan Stanley	N/A	—	871,084	-871,084	-100%	$123.5M	—	—	—
Renaissance Technologies LLC	N/A	—	848,898	-848,898	-100%	$120.3M	—	—	—
Schroder Investment Management Group	N/A	—	649,439	-649,439	-100%	$93.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	591,674	-591,674	-100%	$83.9M	—	—	—
Northern Trust Corp	N/A	—	581,605	-581,605	-100%	$82.4M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	581,002	-581,002	-100%	$82.3M	—	—	—
Global Alpha Capital Management Ltd.	N/A	—	494,473	-494,473	-100%	$70.1M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	464,016	-464,016	-100%	$65.8M	—	—	—
American Capital Management Inc	N/A	—	440,931	-440,931	-100%	$62.5M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	435,958	-435,958	-100%	$61.8M	—	—	—
Wellington Management Group LLP	N/A	—	402,054	-402,054	-100%	$57.0M	—	—	—
Bank of America Corp	N/A	—	364,843	-364,843	-100%	$51.7M	—	—	—
Russell Investments Group, Ltd.	N/A	—	353,536	-353,536	-100%	$50.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	351,063	-351,063	-100%	$49.8M	—	—	—
Champlain Investment Partners, LLC	N/A	—	341,569	-341,569	-100%	$48.4M	—	—	—
Nuveen, LLC	N/A	—	330,311	-330,311	-100%	$46.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	328,496	-328,496	-100%	$46.6M	—	—	—
TD Asset Management Inc	N/A	—	324,676	-324,676	-100%	$46.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	298,611	-298,611	-100%	$42.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	283,798	-283,798	-100%	$40.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	262,065	-262,065	-100%	$37.1M	—	—	—
Wells Fargo & Company	N/A	—	249,174	-249,174	-100%	$35.3M	—	—	—
FMR LLC	N/A	—	242,776	-242,776	-100%	$34.4M	—	—	—
Fisher Asset Management, LLC	N/A	—	231,299	-231,299	-100%	$32.8M	—	—	—
Legal & General Group Plc	N/A	—	227,199	-227,199	-100%	$32.2M	—	—	—
UBS Group AG	N/A	—	224,986	-224,986	-100%	$31.9M	—	—	—
GW&K Investment Management, LLC	N/A	—	222,253	-222,253	-100%	$31.5M	—	—	—
SEI Investments Co	N/A	—	208,901	-208,901	-100%	$29.6M	—	—	—
Jupiter Topco LLC	N/A	—	205,609	-205,609	-100%	$29.1M	—	—	—
Emerald Advisers, LLC	N/A	—	198,459	-198,459	-100%	$28.1M	—	—	—
Epoch Investment Partners, Inc.	N/A	—	192,209	-192,209	-100%	$27.2M	—	—	—
Frontier Capital Management Co LLC	N/A	—	190,861	-190,861	-100%	$27.1M	—	—	—
Mizuho Markets Americas LLC	N/A	—	185,622	-185,622	-100%	$26.3M	—	—	—
Raymond James Financial Inc	N/A	—	184,694	-184,694	-100%	$26.2M	—	—	—
Two Sigma Investments, LP	N/A	—	172,114	-172,114	-100%	$24.4M	—	—	—
Royal Bank of Canada	N/A	—	163,674	-163,674	-100%	$23.2M	—	—	—
Bank of Montreal	N/A	—	158,542	-158,542	-100%	$22.5M	—	—	—
Canada Life Assurance Co	N/A	—	157,328	-157,328	-100%	$22.3M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	141,365	-141,365	-100%	$20.0M	—	—	—
Rhumbline Advisers	N/A	—	133,994	-133,994	-100%	$19.0M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	133,051	-133,051	-100%	$18.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	127,442	-127,442	-100%	$18.1M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	126,126	-126,126	-100%	$17.9M	—	—	—
Quantinno Capital Management LP	N/A	—	114,403	-114,403	-100%	$16.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	113,061	-113,061	-100%	$16.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	108,330	-108,330	-100%	$15.4M	—	—	—
Allianz Asset Management GmbH	N/A	—	107,374	-107,374	-100%	$15.2M	—	—	—
Deutsche Bank Ag\	N/A	—	104,128	-104,128	-100%	$14.8M	—	—	—
Invesco Ltd.	N/A	—	91,905	-91,905	-100%	$13.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	89,186	-89,186	-100%	$12.6M	—	—	—
Swiss National Bank	N/A	—	88,300	-88,300	-100%	$12.5M	—	—	—
Pier Capital, LLC	N/A	—	82,928	-82,928	-100%	$11.8M	—	—	—
Royce & Associates LP	N/A	—	81,000	-81,000	-100%	$11.5M	—	—	—
Voya Investment Management LLC	N/A	—	73,434	-73,434	-100%	$10.4M	—	—	—
California Public Employees Retirement System	N/A	—	70,585	-70,585	-100%	$10.0M	—	—	—
Marshall Wace, LLP	N/A	—	70,314	-70,314	-100%	$10.0M	—	—	—
Clearbridge Investments, LLC	N/A	—	68,583	-68,583	-100%	$9.7M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	68,360	-68,360	-100%	$9.7M	—	—	—
Zacks Investment Management	N/A	—	65,835	-65,835	-100%	$9.3M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	62,000	-62,000	-100%	$8.8M	—	—	—
Cypress Point Investment Management LP	N/A	—	60,851	-60,851	-100%	$8.6M	—	—	—
Tidal Investments LLC	N/A	—	59,661	-59,661	-100%	$8.5M	—	—	—
Renaissance Group LLC	N/A	—	58,551	-58,551	-100%	$8.3M	—	—	—
California State Teachers Retirement System	N/A	—	50,675	-50,675	-100%	$7.2M	—	—	—
Lisanti Capital Growth, LLC	N/A	—	49,640	-49,640	-100%	$7.0M	—	—	—
Franklin Resources Inc	N/A	—	49,256	-49,256	-100%	$7.0M	—	—	—
IEQ Capital, LLC	N/A	—	48,973	-48,973	-100%	$6.9M	—	—	—
Norges Bank	N/A	—	47,665	-47,665	-100%	$6.8M	—	—	—
MetLife Investment Management, LLC	N/A	—	45,249	-45,249	-100%	$6.4M	—	—	—
Mariner, LLC	N/A	—	45,032	-45,032	-100%	$6.4M	—	—	—
Capital Fund Management S.A.	N/A	—	43,096	-43,096	-100%	$6.1M	—	—	—
Cerity Partners LLC	N/A	—	43,016	-43,016	-100%	$6.1M	—	—	—
Trexquant Investment LP	N/A	—	41,489	-41,489	-100%	$5.9M	—	—	—
American Century Companies Inc	N/A	—	41,278	-41,278	-100%	$5.9M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	40,662	-40,662	-100%	$5.8M	—	—	—
Intech Investment Management LLC	N/A	—	36,606	-36,606	-100%	$5.2M	—	—	—
Madison Asset Management, LLC	N/A	—	33,284	-33,284	-100%	$4.7M	—	—	—
Amundi	N/A	—	32,342	-32,342	-100%	$4.6M	—	—	—
Pathstone Holdings, LLC	N/A	—	30,402	-30,402	-100%	$4.3M	—	—	—
Paralel Advisors LLC	N/A	—	29,664	-29,664	-100%	$4.2M	—	—	—
Jain Global LLC	N/A	—	29,360	-29,360	-100%	$4.2M	—	—	—
Great Lakes Advisors, LLC	N/A	—	27,101	-27,101	-100%	$3.8M	—	—	—
State of Wisconsin Investment Board	N/A	—	26,957	-26,957	-100%	$3.8M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	25,734	-25,734	-100%	$3.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	25,624	-25,624	-100%	$3.6M	—	—	—
Prudential Financial Inc	N/A	—	25,259	-25,259	-100%	$3.6M	—	—	—
Man Group plc	N/A	—	25,230	-25,230	-100%	$3.6M	—	—	—
K.J. Harrison & Partners Inc	N/A	—	25,000	-25,000	-100%	$3.5M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	23,293	-23,293	-100%	$3.3M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	23,083	-23,083	-100%	$3.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	22,407	-22,407	-100%	$3.2M	—	—	—
Stifel Financial Corp	N/A	—	22,069	-22,069	-100%	$3.1M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	20,043	-20,043	-100%	$2.8M	—	—	—
Handelsbanken Fonder AB	N/A	—	18,530	-18,530	-100%	$2.6M	—	—	—
Legato Capital Management LLC	N/A	—	17,600	-17,600	-100%	$2.5M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	16,654	-16,654	-100%	$2.4M	—	—	—
LPL Financial LLC	N/A	—	16,447	-16,447	-100%	$2.3M	—	—	—
New York State Common Retirement Fund	N/A	—	16,228	-16,228	-100%	$2.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	16,098	-16,098	-100%	$2.3M	—	—	—
Lazard Asset Management LLC	N/A	—	15,978	-15,978	-100%	$2.3M	—	—	—
Boston Partners	N/A	—	14,816	-14,816	-100%	$2.1M	—	—	—
New Age Alpha Advisors, LLC	N/A	—	13,519	-13,519	-100%	$1.9M	—	—	—
Jump Financial, LLC	N/A	—	13,500	-13,500	-100%	$1.9M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	13,214	-13,214	-100%	$1.9M	—	—	—
Millennium Management LLC	N/A	—	12,999	-12,999	-100%	$1.8M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	12,300	-12,300	-100%	$1.7M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	11,658	-11,658	-100%	$1.7M	—	—	—
Captrust Financial Advisors	N/A	—	11,567	-11,567	-100%	$1.6M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	11,549	-11,549	-100%	$1.6M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	11,360	-11,360	-100%	$1.6M	—	—	—
Diversified Trust Co	N/A	—	11,246	-11,246	-100%	$1.6M	—	—	—
L2 Asset Management, LLC	N/A	—	11,214	-11,214	-100%	$1.6M	—	—	—
Natixis Advisors, LLC	N/A	—	11,188	-11,188	-100%	$1.6M	—	—	—
Barclays PLC	N/A	—	10,992	-10,992	-100%	$1.6M	—	—	—
Brevan Howard Capital Management LP	N/A	—	10,695	-10,695	-100%	$1.5M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	10,121	-10,121	-100%	$1.4M	—	—	—
Pinebridge Investments LLC	N/A	—	10,084	-10,084	-100%	$1.4M	—	—	—
CastleKnight Management LP	N/A	—	9,700	-9,700	-100%	$1.4M	—	—	—
MML Investors Services, LLC	N/A	—	9,578	-9,578	-100%	$1.4M	—	—	—
Pacer Advisors, Inc.	N/A	—	9,529	-9,529	-100%	$1.4M	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	9,279	-9,279	-100%	$1.3M	—	—	—
&partners	N/A	—	9,190	-9,190	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	9,169	-9,169	-100%	$1.3M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	9,072	-9,072	-100%	$1.3M	—	—	—
Canada Pension Plan Investment Board	N/A	—	8,800	-8,800	-100%	$1.2M	—	—	—
Engineers Gate Manager LP	N/A	—	8,639	-8,639	-100%	$1.2M	—	—	—
Focus Partners Wealth	N/A	—	8,407	-8,407	-100%	$1.2M	—	—	—
Arax Advisory Partners	N/A	—	8,312	-8,312	-100%	$1.2M	—	—	—
Centiva Capital, LP	N/A	—	7,618	-7,618	-100%	$1.1M	—	—	—
M&T Bank Corp	N/A	—	7,427	-7,427	-100%	$1.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	7,044	-7,044	-100%	$986.4K	—	—	—
Sivia Capital Partners, LLC	N/A	—	6,821	-6,821	-100%	$966.7K	—	—	—
Virtus Advisers, LLC	N/A	—	6,769	-6,769	-100%	$959.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	6,741	-6,741	-100%	$955.4K	—	—	—
Merit Financial Group, LLC	N/A	—	6,699	-6,699	-100%	$949.4K	—	—	—
F/m Investments LLC	N/A	—	6,145	-6,145	-100%	$870.9K	—	—	—
Ardsley Advisory Partners LP	N/A	—	6,100	-6,100	-100%	$864.6K	—	—	—
Teacher Retirement System of Texas	N/A	—	5,959	-5,959	-100%	$844.6K	—	—	—
Dakota Wealth Management	N/A	—	5,946	-5,946	-100%	$842.7K	—	—	—
Bridgewater Associates, LP	N/A	—	5,628	-5,628	-100%	$797.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,565	-5,565	-100%	$788.7K	—	—	—
Benjamin Edwards Inc	N/A	—	5,473	-5,473	-100%	$775.5K	—	—	—
Quadrature Capital Ltd	N/A	—	5,281	-5,281	-100%	$748.5K	—	—	—
Altshuler Shaham Ltd	N/A	—	5,196	-5,196	-100%	$736.4K	—	—	—
Neuberger Berman Group LLC	N/A	—	5,192	-5,192	-100%	$735.9K	—	—	—
Ossiam	N/A	—	5,186	-5,186	-100%	$735.0K	—	—	—
Level Four Advisory Services, LLC	N/A	—	4,991	-4,991	-100%	$707.4K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	4,842	-4,842	-100%	$686.0K	—	—	—
Polymer Capital Management (US) LLC	N/A	—	4,721	-4,721	-100%	$669.1K	—	—	—
OAK Associates LTD	N/A	—	4,655	-4,655	-100%	$659.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	4,618	-4,618	-100%	$654.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	4,124	-4,124	-100%	$584.0K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	3,945	-3,945	-100%	$559.1K	—	—	—
NewEdge Wealth, LLC	N/A	—	3,844	-3,844	-100%	$544.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	3,792	-3,792	-100%	$537.4K	—	—	—
Rothschild Investment LLC	N/A	—	3,721	-3,721	-100%	$527.4K	—	—	—
Pallas Capital Advisors LLC	N/A	—	3,715	-3,715	-100%	$526.5K	—	—	—
Kesler, Norman & Wride, LLC	N/A	—	3,574	-3,574	-100%	$506.5K	—	—	—
Guggenheim Capital LLC	N/A	—	3,524	-3,524	-100%	$499.5K	—	—	—
Empowered Funds, LLC	N/A	—	3,494	-3,494	-100%	$495.2K	—	—	—
Equitable Holdings, Inc.	N/A	—	3,446	-3,446	-100%	$488.4K	—	—	—
Maverick Capital LTD	N/A	—	3,344	-3,344	-100%	$473.9K	—	—	—
Gotham Asset Management, LLC	N/A	—	3,328	-3,328	-100%	$471.7K	—	—	—
Advisory Services Network, LLC	N/A	—	3,268	-3,268	-100%	$463.2K	—	—	—
Frec Markets, Inc.	N/A	—	3,252	-3,252	-100%	$460.9K	—	—	—
Federated Hermes, Inc.	N/A	—	3,246	-3,246	-100%	$460.1K	—	—	—
Harvest Management LLC	N/A	—	3,200	-3,200	-100%	$453.5K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	3,195	-3,195	-100%	$452.8K	—	—	—
Inceptionr LLC	N/A	—	3,154	-3,154	-100%	$447.0K	—	—	—
Callan Family Office, LLC	N/A	—	3,153	-3,153	-100%	$446.9K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	3,140	-3,140	-100%	$445.0K	—	—	—
Securian Asset Management, Inc	N/A	—	3,042	-3,042	-100%	$449.6K	—	—	—
Fiduciary Trust Co	N/A	—	3,036	-3,036	-100%	$430.3K	—	—	—
Turner Financial Group, Inc.	N/A	—	3,014	-3,014	-100%	$427.2K	—	—	—
Buckland Partners Management Co LLC	N/A	—	3,000	-3,000	-100%	$425.2K	—	—	—
MAI Capital Management	N/A	—	2,990	-2,990	-100%	$423.8K	—	—	—
Evolve Private Wealth, LLC	N/A	—	2,929	-2,929	-100%	$415.1K	—	—	—
Vestcor Inc	N/A	—	2,837	-2,837	-100%	$402.0K	—	—	—
HighTower Advisors, LLC	N/A	—	2,828	-2,828	-100%	$400.8K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,822	-2,822	-100%	$400.0K	—	—	—
Towarzystwo Funduszy Inwestycyjnych PZU SA	N/A	—	2,800	-2,800	-100%	$396.8K	—	—	—
Winton Group Ltd	N/A	—	2,800	-2,800	-100%	$396.8K	—	—	—
Inspire Advisors, LLC	N/A	—	2,758	-2,758	-100%	$391.3K	—	—	—
Keebeck Wealth Management	N/A	—	2,712	-2,712	-100%	$384.4K	—	—	—
Commerce Bank	N/A	—	2,677	-2,677	-100%	$379.4K	—	—	—
Blair William & Co	N/A	—	2,670	-2,670	-100%	$378.4K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	2,621	-2,621	-100%	$371.5K	—	—	—
Oversea-Chinese Banking Corp Ltd	N/A	—	2,604	-2,604	-100%	$369.1K	—	—	—
Allstate Corp	N/A	—	2,556	-2,556	-100%	$362.3K	—	—	—
Jane Street Group, LLC	N/A	—	2,366	-2,366	-100%	$335.3K	—	—	—
Summit Trail Advisors, LLC	N/A	—	2,327	-2,327	-100%	$329.8K	—	—	—
SG Americas Securities, LLC	N/A	—	2,314	-2,314	-100%	$328.0K	—	—	—
Coldstream Capital Management Inc	N/A	—	2,301	-2,301	-100%	$326.1K	—	—	—
Waverly Advisors, LLC	N/A	—	2,246	-2,246	-100%	$318.3K	—	—	—
DnB Asset Management AS	N/A	—	2,241	-2,241	-100%	$317.6K	—	—	—
nVerses Capital, LLC	N/A	—	2,236	-2,236	-100%	$316.9K	—	—	—
XTX Topco Ltd	N/A	—	2,207	-2,207	-100%	$312.8K	—	—	—
Advisors Asset Management, Inc.	N/A	—	2,108	-2,108	-100%	$298.8K	—	—	—
Allworth Financial LP	N/A	—	2,095	-2,095	-100%	$296.9K	—	—	—
AlphaGrep UK Ltd	N/A	—	2,022	-2,022	-100%	$286.6K	—	—	—
Nykredit A/S	N/A	—	2,013	-2,013	-100%	$285.3K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	1,882	-1,882	-100%	$266.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	1,859	-1,859	-100%	$263.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	1,809	-1,809	-100%	$256.4K	—	—	—
Waddell & Associates, LLC	N/A	—	1,759	-1,759	-100%	$249.3K	—	—	—
Meeder Advisory Services, Inc.	N/A	—	1,744	-1,744	-100%	$247.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,707	-1,707	-100%	$241.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,519	-1,519	-100%	$215.3K	—	—	—
HSBC Holdings PLC	N/A	—	1,457	-1,457	-100%	$206.5K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	1,448	-1,448	-100%	$205.2K	—	—	—
Caerus Investment Advisors, LLC	N/A	—	1,418	-1,418	-100%	$201.0K	—	—	—
UMB Bank, n.a.	N/A	—	1,184	-1,184	-100%	$167.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	898	-898	-100%	$127.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	733	-733	-100%	$103.9K	—	—	—
Natixis	N/A	—	673	-673	-100%	$95.4K	—	—	—
Huntington National Bank	N/A	—	663	-663	-100%	$94.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	549	-549	-100%	$84.4K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	447	-447	-100%	$63.4K	—	—	—
Elequin Capital, LP	N/A	—	419	-419	-100%	$59.4K	—	—	—
Banque Cantonale Vaudoise	N/A	—	405	-405	-100%	$57.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	388	-388	-100%	$55.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	374	-374	-100%	$53.0K	—	—	—
Bessemer Group Inc	N/A	—	364	-364	-100%	$43.0K	—	—	—
Eurizon Capital SGR S.p.A.	N/A	—	325	-325	-100%	$46.9K	—	—	—
Silvant Capital Management LLC	N/A	—	215	-215	-100%	$30.5K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	178	-178	-100%	$25.2K	—	—	—
Clearstead Advisors, LLC	N/A	—	143	-143	-100%	$20.3K	—	—	—
C M Bidwell & Associates LTD	N/A	—	140	-140	-100%	$19.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	140	-140	-100%	$20.2K	—	—	—
Harbour Investments, Inc.	N/A	—	125	-125	-100%	$17.7K	—	—	—
Swan Capital LLC	N/A	—	104	-104	-100%	$14.7K	—	—	—
Allied Private Wealth LLC	N/A	—	100	-100	-100%	$14.7K	—	—	—
Crewe Advisors LLC	N/A	—	77	-77	-100%	$10.9K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	64	-64	-100%	$9.1K	—	—	—
Ameriflex Group, Inc.	N/A	—	50	-50	-100%	$7.1K	—	—	—
Continuum Advisory, LLC	N/A	—	48	-48	-100%	$6.8K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	42	-42	-100%	$6.0K	—	—	—
CVA Family Office, LLC	N/A	—	41	-41	-100%	$5.8K	—	—	—
Kilter Group LLC	N/A	—	37	-37	-100%	$5.2K	—	—	—
Colonial Trust Co / SC	N/A	—	31	-31	-100%	$4.4K	—	—	—
JPL Wealth Management, LLC	N/A	—	29	-29	-100%	$4.1K	—	—	—
Cornerstone Financial Management LLC	N/A	—	28	-28	-100%	$4.0K	—	—	—
BFC Planning, Inc.	N/A	—	27	-27	-100%	$3.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	27	-27	-100%	$3.8K	—	—	—
Bogart Wealth, LLC	N/A	—	26	-26	-100%	$3.7K	—	—	—
Zions Bancorporation, National Association	N/A	—	25	-25	-100%	$3.5K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	24	-24	-100%	$3.4K	—	—	—
WealthCollab, LLC	N/A	—	22	-22	-100%	$3.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	20	-20	-100%	$2.6K	—	—	—
Quent Capital, LLC	N/A	—	15	-15	-100%	$2.1K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	10	-10	-100%	$1.4K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	9	-9	-100%	$1.3K	—	—	—
Addison Advisors LLC	N/A	—	6	-6	-100%	$851	—	—	—
Rialto Wealth Management, LLC	N/A	—	6	-6	-100%	$851	—	—	—
Sachetta, LLC	N/A	—	5	-5	-100%	$709	—	—	—
SHP Wealth Management	N/A	—	5	-5	-100%	$709	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2	-2	-100%	$283	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$142	—	—	—
Evolution Advisers, Inc.	N/A	—	1	-1	-100%	$0	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$207	—	—	—

Showing 455 of 455 institutions