Conduent Inc (CNDT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

DECREASED

Shares5,874,575 from 6,776,448

Change-901,873 (-13%)

Value$9.2M (-$725.0K)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares3,656,972 from 3,919,945

Change-262,973 (-7%)

Value$5.7M (-$18.1K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares474,973 from 470,806

Change+4,167 (+1%)

Value$741.0K (+$53.6K)

Filed 2026-11-05

Assenagon Asset Management S.A.

DECREASED

Shares362,443 from 617,822

Change-255,379 (-41%)

Value$565.4K (-$336.6K)

Filed 2026-10-15

Strs Ohio

INCREASED

Shares293,800 from 209,400

Change+84,400 (+40%)

Value$458.3K (+$152.6K)

Filed 2026-10-30

Barclays PLC

INCREASED

Shares210,075 from 172,862

Change+37,213 (+22%)

Value$327.7K (+$75.3K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares118,414 from 116,168

Change+2,246 (+2%)

Value$184.7K (+$15.1K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares105,563 from 120,702

Change-15,139 (-13%)

Value$164.7K (-$11.5K)

Filed 2026-11-06

Diversified Trust Co

INCREASED

Shares100,755 from 70,903

Change+29,852 (+42%)

Value$157.2K (+$53.7K)

Filed 2026-11-06

Truist Financial Corp

UNCHANGED

Shares88,556 from 88,556

Change0 (0%)

Value$138.1K (+$8.9K)

Filed 2026-10-30

Abel Hall, LLC

INCREASED

Shares77,859 from 77,030

Change+829 (+1%)

Value$121.5K (+$9.0K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares39,817 from 76,230

Change-36,413 (-48%)

Value$62.5K (-$53.4K)

Filed 2026-10-13

Simplex Trading, LLC

NEW

Shares31,154

Change+31,154

Value$48.6K

Filed 2026-11-04

Creative Planning

DECREASED

Shares26,563 from 52,201

Change-25,638 (-49%)

Value$41.4K (-$34.8K)

Filed 2026-11-02

Merit Financial Group, LLC

DECREASED

Shares20,217 from 27,179

Change-6,962 (-26%)

Value$31.5K (-$8.1K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares18,349 from 20,977

Change-2,628 (-13%)

Value$28.6K (-$2.0K)

Filed 2026-11-06

Xponance LLC

INCREASED

Shares18,321 from 12,863

Change+5,458 (+42%)

Value$28.6K (+$9.8K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares18,067 from 18,842

Change-775 (-4%)

Value$28.2K (+$674)

Filed 2026-10-29

Farther Finance Advisors, LLC

DECREASED

Shares16,797 from 277,884

Change-261,087 (-94%)

Value$26.2K (-$379.5K)

Filed 2026-10-08

StoneX Group Inc.

NEW

Shares16,453

Change+16,453

Value$27.2K

Filed 2026-11-03

Brighton Jones LLC

DECREASED

Shares15,302 from 23,882

Change-8,580 (-36%)

Value$23.9K (-$11.0K)

Filed 2026-11-03

Investors Research Corp

DECREASED

Shares14,463 from 14,613

Change-150 (-1%)

Value$22.6K (+$1.2K)

Filed 2026-10-07

SilverOak Wealth Management LLC

UNCHANGED

Shares13,173 from 13,173

Change0 (0%)

Value$20.6K (+$1.3K)

Filed 2026-10-29

Nisa Investment Advisors, LLC

UNCHANGED

Shares11,514 from 11,514

Change0 (0%)

Value$18.0K (+$1.2K)

Filed 2026-10-20

Williams & Novak Wealth Management, LLC

INCREASED

Shares11,265 from 10,265

Change+1,000 (+10%)

Value$17.6K (+$2.6K)

Filed 2026-10-09

Horizon Wealth Management, LLC

UNCHANGED

Shares10,042 from 10,042

Change0 (0%)

Value$15.7K (+$1.0K)

Filed 2026-11-02

Howard Financial Services, Ltd.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$15.6K (+$1.0K)

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares7,039 from 66,202

Change-59,163 (-89%)

Value$11.0K (-$85.7K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares6,325 from 6,325

Change0 (0%)

Value$9.2K ($0)

Filed 2026-11-06

Fortitude Family Office, LLC

INCREASED

Shares4,244 from 387

Change+3,857 (+997%)

Value$6.6K (+$6.1K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

DECREASED

Shares3,361 from 7,202

Change-3,841 (-53%)

Value$5.2K (-$5.3K)

Filed 2026-11-06

Sterling Capital Management LLC

DECREASED

Shares2,838 from 2,900

Change-62 (-2%)

Value$4.4K (+$193)

Filed 2026-10-22

Essential Partners LLC

DECREASED

Shares2,790 from 3,811

Change-1,021 (-27%)

Value$4.4K (-$1.2K)

Filed 2026-10-14

Fifth Third Bancorp

INCREASED

Shares2,727 from 2,566

Change+161 (+6%)

Value$4.3K (+$508)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

DECREASED

Shares2,723 from 4,171

Change-1,448 (-35%)

Value$4.2K (-$1.8K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares1,971 from 974

Change+997 (+102%)

Value$3.1K (+$1.7K)

Filed 2026-10-08

US Bancorp \de\

DECREASED

Shares1,027 from 1,327

Change-300 (-23%)

Value$1.6K (-$335)

Filed 2026-11-05

True Wealth Design, LLC

DECREASED

Shares491 from 1,197

Change-706 (-59%)

Value$766 (-$982)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares266

Change+266

Value$415

Filed 2026-10-21

SJS Investment Consulting Inc.

DECREASED

Shares211 from 349

Change-138 (-40%)

Value$330 (-$180)

Filed 2026-10-26

Costello Asset Management, Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$312 (+$20)

Filed 2026-10-30

Clearstead Advisors, LLC

DECREASED

Shares165 from 276

Change-111 (-40%)

Value$258 (-$146)

Filed 2026-11-06

CoreCap Advisors, LLC

UNCHANGED

Shares129 from 129

Change0 (0%)

Value$201 (+$13)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares115 from 331

Change-216 (-65%)

Value$179 (-$304)

Filed 2026-10-16

Markowski Investments

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$156 (+$10)

Filed 2026-10-30

Covestor Ltd

DECREASED

Shares97 from 160

Change-63 (-39%)

Value$0 ($0)

Filed 2026-10-30

Signaturefd, LLC

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$134 (+$8)

Filed 2026-10-23

Centerpoint Advisors, LLC

NEW

Shares60

Change+60

Value$0

Filed 2026-11-05

SBI Securities Co., Ltd.

INCREASED

Shares53 from 3

Change+50 (+1667%)

Value$83 (+$79)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

DECREASED

Shares45 from 12,738

Change-12,693 (-100%)

Value$70 (-$18.5K)

Filed 2026-10-29

McCarley & Cook Financial Planners

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$67 (+$4)

Filed 2026-10-21

Mascoma Wealth Management LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$62 (+$4)

Filed 2026-10-23

Country Trust Bank

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$62 (+$4)

Filed 2026-10-30

Triumph Capital Management

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$62 (+$4)

Filed 2026-10-14

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$47 (+$3)

Filed 2026-10-16

Elevated Capital Advisors, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$47 (+$3)

Filed 2026-11-04

Lanark Financial, Inc.

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$31 (+$2)

Filed 2026-10-26

Center for Financial Planning, Inc.

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$31 (+$1)

Filed 2026-10-26

Fortis Group Advisors, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$31 (+$2)

Filed 2026-11-06

Valley National Advisers Inc

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$29 (+$2)

Filed 2026-10-23

JFS Wealth Advisors, LLC

NEW

Shares6

Change+6

Value$10

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$9 ($0)

Filed 2026-10-21

Downshift Financial, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$6 ($0)

Filed 2026-10-13

Capital Advisors, Ltd. LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Marathon Capital Management

CLOSED

Shares0 from 12,500

Change-12,500 (-100%)

Value$0 (-$18.3K)

Filed 2026-10-23

State of Alaska, Department of Revenue

CLOSED

Shares0 from 8,581

Change-8,581 (-100%)

Value$0 (-$12)

Filed 2026-10-15

Trust Asset Management LLC

CLOSED

Shares0 from 4,040

Change-4,040 (-100%)

Value$0 (-$291.0K)

Filed 2026-11-03

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,200

Change-1,200 (-100%)

Value$0 (-$1.8K)

Filed 2026-11-06

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 74

Change-74 (-100%)

Value$0 (-$108)

Filed 2026-10-07

Neuberger Berman Group LLC

N/A

Shares— from 16,728,139

Change-16,728,139 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 13,831,442

Change-13,831,442 (-100%)

Value—

Miller Value Partners, LLC

N/A

Shares— from 12,986,100

Change-12,986,100 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 6,054,133

Change-6,054,133 (-100%)

Value—

Blue Owl Capital Holdings LP

N/A

Shares— from 5,036,595

Change-5,036,595 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 4,922,435

Change-4,922,435 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 3,851,821

Change-3,851,821 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,286,570

Change-3,286,570 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,760,906

Change-2,760,906 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 2,717,000

Change-2,717,000 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,211,807

Change-2,211,807 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 2,211,798

Change-2,211,798 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 2,026,481

Change-2,026,481 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,906,226

Change-1,906,226 (-100%)

Value—

Armistice Capital, LLC

N/A

Shares— from 1,692,000

Change-1,692,000 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,191,076

Change-1,191,076 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,135,859

Change-1,135,859 (-100%)

Value—

JB Capital Partners LP

N/A

Shares— from 1,113,061

Change-1,113,061 (-100%)

Value—

Invst, LLC

N/A

Shares— from 1,075,625

Change-1,075,625 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,034,532

Change-1,034,532 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 1,028,746

Change-1,028,746 (-100%)

Value—

Moore Capital Management, LP

N/A

Shares— from 770,060

Change-770,060 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 766,922

Change-766,922 (-100%)

Value—

UBS Group AG

N/A

Shares— from 692,681

Change-692,681 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 634,774

Change-634,774 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 529,806

Change-529,806 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 447,382

Change-447,382 (-100%)

Value—

GatePass Capital, LLC

N/A

Shares— from 427,800

Change-427,800 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 397,042

Change-397,042 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 384,853

Change-384,853 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 379,933

Change-379,933 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 315,369

Change-315,369 (-100%)

Value—

Pingora Partners LLC

N/A

Shares— from 291,032

Change-291,032 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 290,429

Change-290,429 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 285,243

Change-285,243 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 273,491

Change-273,491 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 272,320

Change-272,320 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 239,650

Change-239,650 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 195,802

Change-195,802 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 194,680

Change-194,680 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 190,994

Change-190,994 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 186,500

Change-186,500 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 185,059

Change-185,059 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 183,260

Change-183,260 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 177,650

Change-177,650 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 173,507

Change-173,507 (-100%)

Value—

Fore Capital, LLC

N/A

Shares— from 169,300

Change-169,300 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 138,175

Change-138,175 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 128,520

Change-128,520 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 122,879

Change-122,879 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 122,363

Change-122,363 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 121,300

Change-121,300 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 102,252

Change-102,252 (-100%)

Value—

FMR LLC

N/A

Shares— from 94,972

Change-94,972 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 92,933

Change-92,933 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 89,461

Change-89,461 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 87,503

Change-87,503 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 85,346

Change-85,346 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 79,396

Change-79,396 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 75,285

Change-75,285 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 66,264

Change-66,264 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 63,461

Change-63,461 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 63,114

Change-63,114 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 61,643

Change-61,643 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 58,695

Change-58,695 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 54,683

Change-54,683 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 53,767

Change-53,767 (-100%)

Value—

Potomac Capital Management, Inc.

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 48,568

Change-48,568 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 44,630

Change-44,630 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 37,271

Change-37,271 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 36,490

Change-36,490 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 35,855

Change-35,855 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 34,654

Change-34,654 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 34,500

Change-34,500 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 33,918

Change-33,918 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 31,810

Change-31,810 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,346

Change-28,346 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 28,172

Change-28,172 (-100%)

Value—

Boyar Asset Management Inc.

N/A

Shares— from 26,290

Change-26,290 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 25,751

Change-25,751 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 24,804

Change-24,804 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 24,129

Change-24,129 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 23,355

Change-23,355 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 23,275

Change-23,275 (-100%)

Value—

HTG Investment Advisors, Inc.

N/A

Shares— from 22,474

Change-22,474 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 20,753

Change-20,753 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 20,681

Change-20,681 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 20,418

Change-20,418 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 18,066

Change-18,066 (-100%)

Value—

Nierenberg Investment Management Company, LLC

N/A

Shares— from 17,555

Change-17,555 (-100%)

Value—

Caerus Investment Advisors, LLC

N/A

Shares— from 17,339

Change-17,339 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 16,073

Change-16,073 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 14,156

Change-14,156 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 14,119

Change-14,119 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 14,119

Change-14,119 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 13,690

Change-13,690 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 13,681

Change-13,681 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 13,507

Change-13,507 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 13,371

Change-13,371 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 12,458

Change-12,458 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 11,590

Change-11,590 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 10,522

Change-10,522 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,360

Change-10,360 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 10,242

Change-10,242 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 4,259

Change-4,259 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,140

Change-4,140 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 2,168

Change-2,168 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 1,973

Change-1,973 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 1,871

Change-1,871 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,814

Change-1,814 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,087

Change-1,087 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,055

Change-1,055 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 755

Change-755 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 195

Change-195 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 132

Change-132 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 85

Change-85 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 60

Change-60 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 40

Change-40 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 36

Change-36 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 21

Change-21 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 18

Change-18 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 16

Change-16 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	5,874,575	6,776,448	-901,873	-13%	$9.9M	$9.2M	-$725.0K	2026-11-04
Geode Capital Management, LLC	DECREASED	3,656,972	3,919,945	-262,973	-7%	$5.7M	$5.7M	-$18.1K	2026-11-06
Bank of New York Mellon Corp	INCREASED	474,973	470,806	+4,167	+1%	$687.4K	$741.0K	+$53.6K	2026-11-05
Assenagon Asset Management S.A.	DECREASED	362,443	617,822	-255,379	-41%	$902.0K	$565.4K	-$336.6K	2026-10-15
Strs Ohio	INCREASED	293,800	209,400	+84,400	+40%	$305.7K	$458.3K	+$152.6K	2026-10-30
Barclays PLC	INCREASED	210,075	172,862	+37,213	+22%	$252.4K	$327.7K	+$75.3K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	118,414	116,168	+2,246	+2%	$169.6K	$184.7K	+$15.1K	2026-11-06
Deutsche Bank Ag\	DECREASED	105,563	120,702	-15,139	-13%	$176.2K	$164.7K	-$11.5K	2026-11-06
Diversified Trust Co	INCREASED	100,755	70,903	+29,852	+42%	$103.5K	$157.2K	+$53.7K	2026-11-06
Truist Financial Corp	UNCHANGED	88,556	88,556	0	0%	$129.3K	$138.1K	+$8.9K	2026-10-30
Abel Hall, LLC	INCREASED	77,859	77,030	+829	+1%	$112.5K	$121.5K	+$9.0K	2026-10-19
Wealth Enhancement Advisory Services, LLC	DECREASED	39,817	76,230	-36,413	-48%	$115.9K	$62.5K	-$53.4K	2026-10-13
Simplex Trading, LLC	NEW	31,154	—	+31,154	—	—	$48.6K	—	2026-11-04
Creative Planning	DECREASED	26,563	52,201	-25,638	-49%	$76.2K	$41.4K	-$34.8K	2026-11-02
Merit Financial Group, LLC	DECREASED	20,217	27,179	-6,962	-26%	$39.7K	$31.5K	-$8.1K	2026-11-06
LPL Financial LLC	DECREASED	18,349	20,977	-2,628	-13%	$30.6K	$28.6K	-$2.0K	2026-11-06
Xponance LLC	INCREASED	18,321	12,863	+5,458	+42%	$18.8K	$28.6K	+$9.8K	2026-11-03
ProShare Advisors LLC	DECREASED	18,067	18,842	-775	-4%	$27.5K	$28.2K	+$674	2026-10-29
Farther Finance Advisors, LLC	DECREASED	16,797	277,884	-261,087	-94%	$405.7K	$26.2K	-$379.5K	2026-10-08
StoneX Group Inc.	NEW	16,453	—	+16,453	—	—	$27.2K	—	2026-11-03
Brighton Jones LLC	DECREASED	15,302	23,882	-8,580	-36%	$34.9K	$23.9K	-$11.0K	2026-11-03
Investors Research Corp	DECREASED	14,463	14,613	-150	-1%	$21.3K	$22.6K	+$1.2K	2026-10-07
SilverOak Wealth Management LLC	UNCHANGED	13,173	13,173	0	0%	$19.2K	$20.6K	+$1.3K	2026-10-29
Nisa Investment Advisors, LLC	UNCHANGED	11,514	11,514	0	0%	$16.8K	$18.0K	+$1.2K	2026-10-20
Williams & Novak Wealth Management, LLC	INCREASED	11,265	10,265	+1,000	+10%	$15.0K	$17.6K	+$2.6K	2026-10-09
Horizon Wealth Management, LLC	UNCHANGED	10,042	10,042	0	0%	$14.7K	$15.7K	+$1.0K	2026-11-02
Howard Financial Services, Ltd.	UNCHANGED	10,000	10,000	0	0%	$14.6K	$15.6K	+$1.0K	2026-10-15
Citigroup Inc	DECREASED	7,039	66,202	-59,163	-89%	$96.7K	$11.0K	-$85.7K	2026-11-04
Allworth Financial LP	UNCHANGED	6,325	6,325	0	0%	$9.2K	$9.2K	$0	2026-11-06
Fortitude Family Office, LLC	INCREASED	4,244	387	+3,857	+997%	$565	$6.6K	+$6.1K	2026-10-14
PNC Financial Services Group, Inc.	DECREASED	3,361	7,202	-3,841	-53%	$10.5K	$5.2K	-$5.3K	2026-11-06
Sterling Capital Management LLC	DECREASED	2,838	2,900	-62	-2%	$4.2K	$4.4K	+$193	2026-10-22
Essential Partners LLC	DECREASED	2,790	3,811	-1,021	-27%	$5.6K	$4.4K	-$1.2K	2026-10-14
Fifth Third Bancorp	INCREASED	2,727	2,566	+161	+6%	$3.7K	$4.3K	+$508	2026-11-05
EverSource Wealth Advisors, LLC	DECREASED	2,723	4,171	-1,448	-35%	$6.1K	$4.2K	-$1.8K	2026-11-04
Gamma Investing LLC	INCREASED	1,971	974	+997	+102%	$1.4K	$3.1K	+$1.7K	2026-10-08
US Bancorp \de\	DECREASED	1,027	1,327	-300	-23%	$1.9K	$1.6K	-$335	2026-11-05
True Wealth Design, LLC	DECREASED	491	1,197	-706	-59%	$1.7K	$766	-$982	2026-10-13
Root Financial Partners, LLC	NEW	266	—	+266	—	—	$415	—	2026-10-21
SJS Investment Consulting Inc.	DECREASED	211	349	-138	-40%	$510	$330	-$180	2026-10-26
Costello Asset Management, Inc	UNCHANGED	200	200	0	0%	$292	$312	+$20	2026-10-30
Clearstead Advisors, LLC	DECREASED	165	276	-111	-40%	$404	$258	-$146	2026-11-06
CoreCap Advisors, LLC	UNCHANGED	129	129	0	0%	$188	$201	+$13	2026-10-08
IFP Advisors, Inc	DECREASED	115	331	-216	-65%	$483	$179	-$304	2026-10-16
Markowski Investments	UNCHANGED	100	100	0	0%	$146	$156	+$10	2026-10-30
Covestor Ltd	DECREASED	97	160	-63	-39%	$0	$0	$0	2026-10-30
Signaturefd, LLC	UNCHANGED	86	86	0	0%	$126	$134	+$8	2026-10-23
Centerpoint Advisors, LLC	NEW	60	—	+60	—	—	$0	—	2026-11-05
SBI Securities Co., Ltd.	INCREASED	53	3	+50	+1667%	$4	$83	+$79	2026-10-22
Caitong International Asset Management Co., Ltd	DECREASED	45	12,738	-12,693	-100%	$18.6K	$70	-$18.5K	2026-10-29
McCarley & Cook Financial Planners	UNCHANGED	43	43	0	0%	$63	$67	+$4	2026-10-21
Mascoma Wealth Management LLC	UNCHANGED	40	40	0	0%	$58	$62	+$4	2026-10-23
Country Trust Bank	UNCHANGED	40	40	0	0%	$58	$62	+$4	2026-10-30
Triumph Capital Management	UNCHANGED	40	40	0	0%	$58	$62	+$4	2026-10-14
DiNuzzo Private Wealth, Inc.	UNCHANGED	30	30	0	0%	$44	$47	+$3	2026-10-16
Elevated Capital Advisors, LLC	UNCHANGED	30	30	0	0%	$44	$47	+$3	2026-11-04
Lanark Financial, Inc.	UNCHANGED	20	20	0	0%	$29	$31	+$2	2026-10-26
Center for Financial Planning, Inc.	UNCHANGED	20	20	0	0%	$30	$31	+$1	2026-10-26
Fortis Group Advisors, LLC	UNCHANGED	20	20	0	0%	$29	$31	+$2	2026-11-06
Valley National Advisers Inc	UNCHANGED	18	18	0	0%	$27	$29	+$2	2026-10-23
JFS Wealth Advisors, LLC	NEW	6	—	+6	—	—	$10	—	2026-11-03
Assetmark, Inc	UNCHANGED	6	6	0	0%	$9	$9	$0	2026-10-21
Downshift Financial, LLC	UNCHANGED	4	4	0	0%	$6	$6	$0	2026-10-13
Capital Advisors, Ltd. LLC	UNCHANGED	1	1	0	0%	$0	$0	$0	2026-10-27
Marathon Capital Management	CLOSED	0	12,500	-12,500	-100%	$18.3K	$0	-$18.3K	2026-10-23
State of Alaska, Department of Revenue	CLOSED	0	8,581	-8,581	-100%	$12	$0	-$12	2026-10-15
Trust Asset Management LLC	CLOSED	0	4,040	-4,040	-100%	$291.0K	$0	-$291.0K	2026-11-03
Institute for Wealth Management, Llc.	CLOSED	0	1,200	-1,200	-100%	$1.8K	$0	-$1.8K	2026-11-06
Wealth Enhancement Trust Services, Inc.	CLOSED	0	74	-74	-100%	$108	$0	-$108	2026-10-07
Neuberger Berman Group LLC	N/A	—	16,728,139	-16,728,139	-100%	$24.2M	—	—	—
BlackRock, Inc.	N/A	—	13,831,442	-13,831,442	-100%	$20.2M	—	—	—
Miller Value Partners, LLC	N/A	—	12,986,100	-12,986,100	-100%	$19.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	6,054,133	-6,054,133	-100%	$8.8M	—	—	—
Blue Owl Capital Holdings LP	N/A	—	5,036,595	-5,036,595	-100%	$7.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	4,922,435	-4,922,435	-100%	$7.2M	—	—	—
Kennedy Capital Management LLC	N/A	—	3,851,821	-3,851,821	-100%	$5.6M	—	—	—
State Street Corp	N/A	—	3,286,570	-3,286,570	-100%	$4.8M	—	—	—
American Century Companies Inc	N/A	—	2,760,906	-2,760,906	-100%	$4.0M	—	—	—
Renaissance Technologies LLC	N/A	—	2,717,000	-2,717,000	-100%	$4.0M	—	—	—
AQR Capital Management LLC	N/A	—	2,211,807	-2,211,807	-100%	$3.2M	—	—	—
Prudential Financial Inc	N/A	—	2,211,798	-2,211,798	-100%	$3.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	2,026,481	-2,026,481	-100%	$3.0M	—	—	—
Jane Street Group, LLC	N/A	—	1,906,226	-1,906,226	-100%	$2.8M	—	—	—
Armistice Capital, LLC	N/A	—	1,692,000	-1,692,000	-100%	$2.5M	—	—	—
Northern Trust Corp	N/A	—	1,191,076	-1,191,076	-100%	$1.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,135,859	-1,135,859	-100%	$1.7M	—	—	—
JB Capital Partners LP	N/A	—	1,113,061	-1,113,061	-100%	$1.6M	—	—	—
Invst, LLC	N/A	—	1,075,625	-1,075,625	-100%	$1.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,034,532	-1,034,532	-100%	$1.5M	—	—	—
Panagora Asset Management Inc	N/A	—	1,028,746	-1,028,746	-100%	$1.5M	—	—	—
Moore Capital Management, LP	N/A	—	770,060	-770,060	-100%	$1.1M	—	—	—
Morgan Stanley	N/A	—	766,922	-766,922	-100%	$1.1M	—	—	—
UBS Group AG	N/A	—	692,681	-692,681	-100%	$1.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	634,774	-634,774	-100%	$926.8K	—	—	—
Point72 Asset Management, L.P.	N/A	—	529,806	-529,806	-100%	$773.5K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	447,382	-447,382	-100%	$653.2K	—	—	—
GatePass Capital, LLC	N/A	—	427,800	-427,800	-100%	$624.6K	—	—	—
Nuveen, LLC	N/A	—	397,042	-397,042	-100%	$579.7K	—	—	—
Graham Capital Management, L.P.	N/A	—	384,853	-384,853	-100%	$561.9K	—	—	—
SEI Investments Co	N/A	—	379,933	-379,933	-100%	$554.7K	—	—	—
Invesco Ltd.	N/A	—	315,369	-315,369	-100%	$460.4K	—	—	—
Pingora Partners LLC	N/A	—	291,032	-291,032	-100%	$424.9K	—	—	—
XTX Topco Ltd	N/A	—	290,429	-290,429	-100%	$424.0K	—	—	—
IEQ Capital, LLC	N/A	—	285,243	-285,243	-100%	$416.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	273,491	-273,491	-100%	$400.0K	—	—	—
HSBC Holdings PLC	N/A	—	272,320	-272,320	-100%	$354.0K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	239,650	-239,650	-100%	$349.9K	—	—	—
Empowered Funds, LLC	N/A	—	195,802	-195,802	-100%	$285.9K	—	—	—
Aristeia Capital, L.L.C.	N/A	—	194,680	-194,680	-100%	$284.2K	—	—	—
Alliancebernstein L.P.	N/A	—	190,994	-190,994	-100%	$244.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	186,500	-186,500	-100%	$272.3K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	185,059	-185,059	-100%	$270.2K	—	—	—
Rhumbline Advisers	N/A	—	183,260	-183,260	-100%	$267.6K	—	—	—
Kovack Advisors, Inc.	N/A	—	177,650	-177,650	-100%	$259.4K	—	—	—
Bank of America Corp	N/A	—	173,507	-173,507	-100%	$253.3K	—	—	—
Fore Capital, LLC	N/A	—	169,300	-169,300	-100%	$247.2K	—	—	—
Citadel Advisors LLC	N/A	—	138,175	-138,175	-100%	$201.7K	—	—	—
Mariner, LLC	N/A	—	128,520	-128,520	-100%	$187.6K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	122,879	-122,879	-100%	$179.4K	—	—	—
Wells Fargo & Company	N/A	—	122,363	-122,363	-100%	$178.6K	—	—	—
Two Sigma Investments, LP	N/A	—	121,300	-121,300	-100%	$177.1K	—	—	—
Cerity Partners LLC	N/A	—	102,252	-102,252	-100%	$149.3K	—	—	—
FMR LLC	N/A	—	94,972	-94,972	-100%	$138.7K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	92,933	-92,933	-100%	$135.7K	—	—	—
Engineers Gate Manager LP	N/A	—	89,461	-89,461	-100%	$130.6K	—	—	—
MetLife Investment Management, LLC	N/A	—	87,503	-87,503	-100%	$127.8K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	85,346	-85,346	-100%	$124.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	79,396	-79,396	-100%	$115.9K	—	—	—
Squarepoint Ops LLC	N/A	—	75,285	-75,285	-100%	$109.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	66,264	-66,264	-100%	$96.7K	—	—	—
JPMorgan Chase & Co	N/A	—	63,461	-63,461	-100%	$81.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	63,114	-63,114	-100%	$92.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	61,643	-61,643	-100%	$90.0K	—	—	—
Jain Global LLC	N/A	—	58,695	-58,695	-100%	$85.7K	—	—	—
Headlands Technologies LLC	N/A	—	54,683	-54,683	-100%	$79.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	53,767	-53,767	-100%	$78.5K	—	—	—
Potomac Capital Management, Inc.	N/A	—	50,000	-50,000	-100%	$73.0K	—	—	—
Aigen Investment Management, LP	N/A	—	48,568	-48,568	-100%	$70.9K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	44,630	-44,630	-100%	$65.2K	—	—	—
SG Americas Securities, LLC	N/A	—	37,271	-37,271	-100%	$54.0K	—	—	—
Intech Investment Management LLC	N/A	—	36,490	-36,490	-100%	$53.3K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	35,855	-35,855	-100%	$52.3K	—	—	—
Voya Investment Management LLC	N/A	—	34,654	-34,654	-100%	$50.6K	—	—	—
Captrust Financial Advisors	N/A	—	34,500	-34,500	-100%	$50.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	33,918	-33,918	-100%	$49.5K	—	—	—
Arax Advisory Partners	N/A	—	31,810	-31,810	-100%	$46.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	28,346	-28,346	-100%	$41.4K	—	—	—
Raymond James Financial Inc	N/A	—	28,172	-28,172	-100%	$41.1K	—	—	—
Boyar Asset Management Inc.	N/A	—	26,290	-26,290	-100%	$38.4K	—	—	—
New York State Common Retirement Fund	N/A	—	25,751	-25,751	-100%	$37.6K	—	—	—
Royal Bank of Canada	N/A	—	24,804	-24,804	-100%	$36.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	24,129	-24,129	-100%	$35.2K	—	—	—
IHT Wealth Management, LLC	N/A	—	23,355	-23,355	-100%	$34.1K	—	—	—
Focus Partners Wealth	N/A	—	23,275	-23,275	-100%	$34.0K	—	—	—
HTG Investment Advisors, Inc.	N/A	—	22,474	-22,474	-100%	$32.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	20,753	-20,753	-100%	$30.3K	—	—	—
Pallas Capital Advisors LLC	N/A	—	20,681	-20,681	-100%	$30.2K	—	—	—
GSA Capital Partners LLP	N/A	—	20,418	-20,418	-100%	$30.0K	—	—	—
Tudor Investment Corp ET AL	N/A	—	18,066	-18,066	-100%	$26.4K	—	—	—
Nierenberg Investment Management Company, LLC	N/A	—	17,555	-17,555	-100%	$25.6K	—	—	—
Caerus Investment Advisors, LLC	N/A	—	17,339	-17,339	-100%	$25.3K	—	—	—
Victory Capital Management Inc	N/A	—	16,073	-16,073	-100%	$23.5K	—	—	—
Private Advisor Group, LLC	N/A	—	14,156	-14,156	-100%	$20.7K	—	—	—
NewEdge Wealth, LLC	N/A	—	14,119	-14,119	-100%	$20.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	14,119	-14,119	-100%	$20.6K	—	—	—
Legal & General Group Plc	N/A	—	13,690	-13,690	-100%	$20.1K	—	—	—
HRT Financial LP	N/A	—	13,681	-13,681	-100%	$19	—	—	—
Global Retirement Partners, LLC	N/A	—	13,507	-13,507	-100%	$19.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	13,371	-13,371	-100%	$19.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	12,458	-12,458	-100%	$18.2K	—	—	—
Callan Family Office, LLC	N/A	—	11,590	-11,590	-100%	$16.9K	—	—	—
Boothbay Fund Management, LLC	N/A	—	11,000	-11,000	-100%	$16.1K	—	—	—
AXQ Capital, LP	N/A	—	10,522	-10,522	-100%	$15.4K	—	—	—
Stifel Financial Corp	N/A	—	10,360	-10,360	-100%	$15.1K	—	—	—
Truvestments Capital LLC	N/A	—	10,242	-10,242	-100%	$15.0K	—	—	—
Group One Trading LLC	N/A	—	4,259	-4,259	-100%	$6.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,140	-4,140	-100%	$6.0K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	2,168	-2,168	-100%	$3.2K	—	—	—
California State Teachers Retirement System	N/A	—	1,973	-1,973	-100%	$2.9K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	1,871	-1,871	-100%	$2.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,814	-1,814	-100%	$2.4K	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,087	-1,087	-100%	$1.6K	—	—	—
Rothschild Investment LLC	N/A	—	1,055	-1,055	-100%	$1.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	755	-755	-100%	$1.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	195	-195	-100%	$285	—	—	—
BFC Planning, Inc.	N/A	—	132	-132	-100%	$193	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	85	-85	-100%	$124	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	60	-60	-100%	$88	—	—	—
National Bank of Canada	N/A	—	40	-40	-100%	$58	—	—	—
Smartleaf Asset Management LLC	N/A	—	37	-37	-100%	$47	—	—	—
SHP Wealth Management	N/A	—	36	-36	-100%	$53	—	—	—
Harbour Investments, Inc.	N/A	—	21	-21	-100%	$31	—	—	—
Front Row Advisors LLC	N/A	—	20	-20	-100%	$32	—	—	—
PlanVest Financial, Inc	N/A	—	18	-18	-100%	$26	—	—	—
McMillan Office, Inc.	N/A	—	16	-16	-100%	$23	—	—	—
JPL Wealth Management, LLC	N/A	—	9	-9	-100%	$14	—	—	—
Coppell Advisory Solutions LLC	N/A	—	2	-2	-100%	$5.7M	—	—	—

Showing 197 of 197 institutions