Construction Partners Inc (ROAD)

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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Conestoga Capital Advisors, LLC

DECREASED

Shares1,131,708 from 1,358,962

Change-227,254 (-17%)

Value$101.9M (-$59.5M)

Filed 2026-11-02

Wasatch Advisors LP

INCREASED

Shares1,059,115 from 1,008,474

Change+50,641 (+5%)

Value$95.4M (-$24.4M)

Filed 2026-10-13

Allspring Global Investments Holdings, LLC

DECREASED

Shares864,617 from 876,775

Change-12,158 (-1%)

Value$77.9M (-$17.7M)

Filed 2026-11-04

Dimensional Fund Advisors LP

INCREASED

Shares809,559 from 717,522

Change+92,037 (+13%)

Value$72.9M (-$12.3M)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares787,598 from 658,818

Change+128,780 (+20%)

Value$70.9M (-$7.3M)

Filed 2026-11-05

Van Berkom & Associates Inc.

INCREASED

Shares606,302 from 416,726

Change+189,576 (+45%)

Value$54.6M (+$5.1M)

Filed 2026-11-04

TimesSquare Capital Management, LLC

INCREASED

Shares243,441 from 230,484

Change+12,957 (+6%)

Value$21.9M (-$5.5M)

Filed 2026-11-03

Principal Financial Group Inc

INCREASED

Shares233,544 from 3,747

Change+229,797 (+6133%)

Value$21.0M (+$20.6M)

Filed 2026-11-02

Fifth Third Bancorp

INCREASED

Shares218,441 from 202,039

Change+16,402 (+8%)

Value$19.7M (-$4.3M)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares125,371 from 165,334

Change-39,963 (-24%)

Value$11.3M (-$8.3M)

Filed 2026-11-04

Thrivent Financial for Lutherans

INCREASED

Shares85,560 from 55,213

Change+30,347 (+55%)

Value$7.7M (+$1.1M)

Filed 2026-11-05

Summit Creek Advisors LLC

INCREASED

Shares74,831 from 70,130

Change+4,701 (+7%)

Value$6.7M (-$1.6M)

Filed 2026-11-03

Asset Management One Co., Ltd.

DECREASED

Shares70,076 from 86,392

Change-16,316 (-19%)

Value$6.3M (-$3.9M)

Filed 2026-10-27

Kornitzer Capital Management Inc

INCREASED

Shares59,756 from 46,026

Change+13,730 (+30%)

Value$5.4M (-$86.7K)

Filed 2026-11-03

OAK Ridge Investments LLC

INCREASED

Shares51,598 from 50,242

Change+1,356 (+3%)

Value$4.6M (-$1.3M)

Filed 2026-10-30

B. Metzler seel. Sohn & Co. AG

NEW

Shares39,500

Change+39,500

Value$3.6M

Filed 2026-10-30

Creative Planning

INCREASED

Shares35,477 from 30,972

Change+4,505 (+15%)

Value$3.2M (-$484.6K)

Filed 2026-11-02

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

DECREASED

Shares34,425 from 35,925

Change-1,500 (-4%)

Value$3.1M (-$1.2M)

Filed 2026-10-21

J.W. Cole Advisors, Inc.

UNCHANGED

Shares32,627 from 32,627

Change0 (0%)

Value$2.9M (-$937.7K)

Filed 2026-11-05

Moody Aldrich Partners LLC

INCREASED

Shares29,704 from 28,518

Change+1,186 (+4%)

Value$2.7M (-$712.8K)

Filed 2026-10-27

Xcel Wealth Management, LLC

INCREASED

Shares26,311 from 16,155

Change+10,156 (+63%)

Value$2.4M (+$450.1K)

Filed 2026-10-26

Nicholas Company, Inc.

UNCHANGED

Shares24,532 from 24,532

Change0 (0%)

Value$2.2M (-$705.1K)

Filed 2026-11-05

Davenport & Co LLC

DECREASED

Shares21,638 from 22,957

Change-1,319 (-6%)

Value$1.9M (-$778.5K)

Filed 2026-10-14

Louisiana State Employees Retirement System

NEW

Shares20,500

Change+20,500

Value$1.8M

Filed 2026-10-20

Achmea Investment Management B.V.

NEW

Shares20,034

Change+20,034

Value$1.8M

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares17,662 from 5,571

Change+12,091 (+217%)

Value$1.6M (+$1.0M)

Filed 2026-10-13

Regions Financial Corp

UNCHANGED

Shares16,834 from 16,834

Change0 (0%)

Value$1.5M (-$483.8K)

Filed 2026-11-05

State of Alaska, Department of Revenue

INCREASED

Shares16,137 from 8,265

Change+7,872 (+95%)

Value$1.5M (+$471.0K)

Filed 2026-10-15

State of New Jersey Common Pension Fund D

DECREASED

Shares16,103 from 16,445

Change-342 (-2%)

Value$1.4M (-$503.4K)

Filed 2026-11-05

Procyon Advisors, LLC

INCREASED

Shares15,366 from 11,561

Change+3,805 (+33%)

Value$1.4M (+$10.3K)

Filed 2026-10-21

Yousif Capital Management, LLC

NEW

Shares14,313

Change+14,313

Value$1.3M

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares13,521 from 13,235

Change+286 (+2%)

Value$1.2M (-$354.6K)

Filed 2026-11-03

Atria Investments, Inc

DECREASED

Shares13,452 from 13,706

Change-254 (-2%)

Value$1.2M (-$416.8K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

DECREASED

Shares13,044 from 13,347

Change-303 (-2%)

Value$1.2M (-$410.9K)

Filed 2026-11-02

Amalgamated Bank

NEW

Shares12,552

Change+12,552

Value$1.1M

Filed 2026-10-23

Burney Co/

DECREASED

Shares11,960 from 12,621

Change-661 (-5%)

Value$1.1M (-$422.2K)

Filed 2026-10-15

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

NEW

Shares11,358

Change+11,358

Value$1.0M

Filed 2026-11-03

Oregon Public Employees Retirement Fund

NEW

Shares10,848

Change+10,848

Value$976.6K

Filed 2026-10-30

Maryland State Retirement & Pension System

NEW

Shares10,747

Change+10,747

Value$967.6K

Filed 2026-11-05

Total Wealth Planning & Management, Inc.

DECREASED

Shares8,545 from 8,830

Change-285 (-3%)

Value$769.3K (-$279.4K)

Filed 2026-10-23

DekaBank Deutsche Girozentrale

NEW

Shares8,127

Change+8,127

Value$727.0K

Filed 2026-10-27

Gamma Investing LLC

INCREASED

Shares7,632 from 3,824

Change+3,808 (+100%)

Value$687.1K (+$232.9K)

Filed 2026-10-08

Pictet Asset Management Holding SA

UNCHANGED

Shares7,415 from 7,415

Change0 (0%)

Value$667.6K (-$213.1K)

Filed 2026-11-03

ProShare Advisors LLC

INCREASED

Shares6,633 from 6,336

Change+297 (+5%)

Value$597.2K (-$155.4K)

Filed 2026-10-29

Perpetual Ltd

UNCHANGED

Shares6,112 from 6,112

Change0 (0%)

Value$550.3K (-$175.7K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares5,788 from 3,930

Change+1,858 (+47%)

Value$521.1K (+$54.3K)

Filed 2026-11-02

Assenagon Asset Management S.A.

NEW

Shares5,738

Change+5,738

Value$516.6K

Filed 2026-10-15

Mutual of America Capital Management LLC

NEW

Shares5,501

Change+5,501

Value$495.3K

Filed 2026-10-23

HMS Capital Management, LLC

DECREASED

Shares5,280 from 5,563

Change-283 (-5%)

Value$475.4K (-$185.4K)

Filed 2026-10-20

Truist Financial Corp

INCREASED

Shares5,080 from 4,607

Change+473 (+10%)

Value$457.4K (-$89.8K)

Filed 2026-10-30

West Tower Group, LLC

INCREASED

Shares4,900 from 4,200

Change+700 (+17%)

Value$441.1K (-$57.7K)

Filed 2026-10-14

Xponance LLC

DECREASED

Shares4,636 from 4,811

Change-175 (-4%)

Value$417.4K (-$154.0K)

Filed 2026-11-03

Strs Ohio

DECREASED

Shares4,500 from 4,600

Change-100 (-2%)

Value$405.1K (-$141.2K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares3,842 from 4,238

Change-396 (-9%)

Value$346.0K (-$157.0K)

Filed 2026-11-02

Virginia Retirement Systems ET Al

INCREASED

Shares3,800 from 3,200

Change+600 (+19%)

Value$342.1K (-$38.0K)

Filed 2026-10-28

Simplicity Wealth,LLC

DECREASED

Shares3,681 from 3,824

Change-143 (-4%)

Value$331.4K (-$122.8K)

Filed 2026-10-23

ANB Bank

UNCHANGED

Shares3,074 from 3,074

Change0 (0%)

Value$276.8K (-$88.3K)

Filed 2026-10-09

Swiss Life Asset Management Ltd

UNCHANGED

Shares2,814 from 2,814

Change0 (0%)

Value$253.3K (-$80.9K)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares2,531 from 3,748

Change-1,217 (-32%)

Value$227.9K (-$217.3K)

Filed 2026-11-05

Hilltop National Bank

UNCHANGED

Shares2,452 from 2,452

Change0 (0%)

Value$220.8K (-$70.5K)

Filed 2026-10-14

Evergreen Capital Management LLC

NEW

Shares2,358

Change+2,358

Value$212.3K

Filed 2026-10-23

Profund Advisors LLC

NEW

Shares2,228

Change+2,228

Value$200.6K

Filed 2026-10-29

Sterling Capital Management LLC

DECREASED

Shares1,597 from 7,964

Change-6,367 (-80%)

Value$143.8K (-$802.1K)

Filed 2026-10-22

Caldwell Trust Co

UNCHANGED

Shares1,587 from 1,587

Change0 (0%)

Value$142.9K (-$45.6K)

Filed 2026-10-30

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$72.1K (+$71.9K)

Filed 2026-11-04

KBC Group NV

UNCHANGED

Shares1,477 from 1,477

Change0 (0%)

Value$133.0K (-$42.0K)

Filed 2026-10-22

New York State Teachers Retirement System

NEW

Shares1,396

Change+1,396

Value$126.0K

Filed 2026-10-22

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,231 from 73

Change+1,158 (+1586%)

Value$110.8K (+$102.2K)

Filed 2026-10-27

Covestor Ltd

INCREASED

Shares798 from 622

Change+176 (+28%)

Value$72.0K (-$2.0K)

Filed 2026-10-30

First Horizon Corp

DECREASED

Shares771 from 836

Change-65 (-8%)

Value$69.4K (-$29.9K)

Filed 2026-10-26

Nfsg Corp

DECREASED

Shares723 from 951

Change-228 (-24%)

Value$65.1K (-$47.9K)

Filed 2026-10-15

State of Wyoming

DECREASED

Shares697 from 1,557

Change-860 (-55%)

Value$62.8K (-$122.2K)

Filed 2026-10-28

Simplex Trading, LLC

DECREASED

Shares662 from 1,929

Change-1,267 (-66%)

Value$59.6K (-$169.5K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

DECREASED

Shares628 from 647

Change-19 (-3%)

Value$56.5K (-$20.3K)

Filed 2026-10-20

Summit Securities Group LLC

NEW

Shares590

Change+590

Value$53.1K

Filed 2026-11-05

Golden State Wealth Management, LLC

UNCHANGED

Shares563 from 563

Change0 (0%)

Value$50.7K (-$16.2K)

Filed 2026-11-02

Versant Capital Management, Inc

INCREASED

Shares471 from 430

Change+41 (+10%)

Value$42.4K (-$8.7K)

Filed 2026-10-02

Salomon & Ludwin, LLC

NEW

Shares470

Change+470

Value$42.3K

Filed 2026-10-29

Signaturefd, LLC

INCREASED

Shares470 from 264

Change+206 (+78%)

Value$42.3K (+$11.0K)

Filed 2026-10-23

USA Financial Formulas

NEW

Shares445

Change+445

Value$40.1K

Filed 2026-10-16

Physician Wealth Advisors, Inc.

INCREASED

Shares377 from 358

Change+19 (+5%)

Value$33.9K (-$8.6K)

Filed 2026-10-20

Mather Group, Llc.

UNCHANGED

Shares369 from 369

Change0 (0%)

Value$33.2K (-$10.6K)

Filed 2026-10-14

Thurston, Springer, Miller, Herd & Titak, Inc.

DECREASED

Shares355 from 3,391

Change-3,036 (-90%)

Value$32.0K (-$370.7K)

Filed 2026-10-14

Byrne Asset Management LLC

UNCHANGED

Shares290 from 290

Change0 (0%)

Value$26.1K (-$8.3K)

Filed 2026-10-06

Farther Finance Advisors, LLC

INCREASED

Shares197 from 168

Change+29 (+17%)

Value$17.7K (-$2.3K)

Filed 2026-10-08

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares186 from 186

Change0 (0%)

Value$16.7K (-$5.3K)

Filed 2026-11-05

Spire Wealth Management

DECREASED

Shares115 from 215

Change-100 (-47%)

Value$10.4K (-$15.2K)

Filed 2026-10-30

Bare Financial Services, Inc

INCREASED

Shares109 from 6

Change+103 (+1717%)

Value$9.8K (+$9.1K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares91

Change+91

Value$8.2K

Filed 2026-10-21

Assetmark, Inc

INCREASED

Shares77 from 76

Change+1 (+1%)

Value$6.9K (-$2.1K)

Filed 2026-10-21

Entrust Financial LLC

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$6.9K (-$2.2K)

Filed 2026-11-04

Tributary Capital Management, LLC

NEW

Shares72

Change+72

Value$6.5K

Filed 2026-10-28

Parallel Advisors, LLC

INCREASED

Shares61 from 58

Change+3 (+5%)

Value$5.5K (-$1.4K)

Filed 2026-11-03

Parkside Financial Bank & Trust

INCREASED

Shares53 from 35

Change+18 (+51%)

Value$4.8K (+$616)

Filed 2026-10-27

Silver Grove Financial Group, Inc.

DECREASED

Shares50 from 150

Change-100 (-67%)

Value$4.5K (-$13.3K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

DECREASED

Shares47 from 67

Change-20 (-30%)

Value$4.2K (-$3.7K)

Filed 2026-11-04

Private Trust Co NA

DECREASED

Shares46 from 85

Change-39 (-46%)

Value$4.1K (-$6.0K)

Filed 2026-10-20

Farmers & Merchants Investments Inc

NEW

Shares45

Change+45

Value$4.1K

Filed 2026-10-22

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares44 from 7

Change+37 (+529%)

Value$4.0K (+$3.1K)

Filed 2026-10-05

Fortitude Family Office, LLC

DECREASED

Shares42 from 43

Change-1 (-2%)

Value$3.8K (-$1.3K)

Filed 2026-10-14

First Command Advisory Services, Inc.

NEW

Shares40

Change+40

Value$3.6K

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares35

Change+35

Value$3.2K

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

NEW

Shares20

Change+20

Value$1.8K

Filed 2026-10-29

Fairway Wealth LLC

NEW

Shares20

Change+20

Value$1.8K

Filed 2026-10-30

Hilton Head Capital Partners, LLC

NEW

Shares19

Change+19

Value$1.7K

Filed 2026-10-23

JFS Wealth Advisors, LLC

INCREASED

Shares19 from 12

Change+7 (+58%)

Value$1.7K (+$285)

Filed 2026-11-03

Global Trust Asset Management, LLC

NEW

Shares17

Change+17

Value$1.5K

Filed 2026-10-19

Bell Investment Advisors, Inc

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.4K (-$460)

Filed 2026-10-29

TD Private Client Wealth LLC

DECREASED

Shares14 from 15

Change-1 (-7%)

Value$1.3K (-$522)

Filed 2026-10-28

Private Wealth Management Group, LLC

DECREASED

Shares13 from 17

Change-4 (-24%)

Value$1.2K (-$849)

Filed 2026-10-19

Creative Capital Management Investments LLC

INCREASED

Shares12 from 6

Change+6 (+100%)

Value$1.1K (+$367)

Filed 2026-10-28

First Pacific Financial

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.1K (-$345)

Filed 2026-10-14

Valley National Advisers Inc

NEW

Shares11

Change+11

Value$991

Filed 2026-10-23

Jacobi Capital Management LLC

NEW

Shares10

Change+10

Value$900

Filed 2026-11-05

Burk Holdings LLC

NEW

Shares9

Change+9

Value$810

Filed 2026-11-05

Gilpin Wealth Management, LLC

NEW

Shares8

Change+8

Value$721

Filed 2026-10-09

True Wealth Design, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$721 (-$230)

Filed 2026-10-13

Noble Wealth Management PBC

NEW

Shares7

Change+7

Value$630

Filed 2026-10-01

Essential Partners LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$630 (-$201)

Filed 2026-10-14

Cedar Mountain Advisors, LLC

NEW

Shares6

Change+6

Value$540

Filed 2026-10-15

Davis Capital Management

NEW

Shares5

Change+5

Value$450

Filed 2026-10-08

SJS Investment Consulting Inc.

INCREASED

Shares5 from 3

Change+2 (+67%)

Value$451 (+$94)

Filed 2026-10-26

Financial Consulate, Inc

NEW

Shares4

Change+4

Value$361

Filed 2026-10-23

UMB Private Wealth Management, LLC

NEW

Shares4

Change+4

Value$360

Filed 2026-10-19

DiNuzzo Private Wealth, Inc.

INCREASED

Shares4 from 1

Change+3 (+300%)

Value$361 (+$242)

Filed 2026-10-16

IFP Advisors, Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$360 (-$115)

Filed 2026-10-16

Trust Co

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$360 (-$115)

Filed 2026-10-09

Bay Harbor Wealth Management, LLC

INCREASED

Shares3 from 1

Change+2 (+200%)

Value$270 (+$151)

Filed 2026-11-03

Ascentis Wealth Management, LLC

NEW

Shares1

Change+1

Value$90

Filed 2026-11-03

Larson Financial Group LLC

DECREASED

Shares1 from 34

Change-33 (-97%)

Value$90 (-$3.9K)

Filed 2026-11-05

Hughes Financial Services, LLC

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$92 (-$146)

Filed 2026-10-30

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$91 (-$28)

Filed 2026-10-15

IMG Wealth Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$90 (-$29)

Filed 2026-10-27

Artemis Investment Management LLP

CLOSED

Shares0 from 190,859

Change-190,859 (-100%)

Value$0 (-$22.7M)

Filed 2026-10-08

Lisanti Capital Growth, LLC

CLOSED

Shares0 from 33,648

Change-33,648 (-100%)

Value$0 (-$4.0M)

Filed 2026-11-05

Aubrey Capital Management Ltd

CLOSED

Shares0 from 29,200

Change-29,200 (-100%)

Value$0 (-$3.5M)

Filed 2026-10-19

PVG Asset Management Corp

CLOSED

Shares0 from 14,614

Change-14,614 (-100%)

Value$0 (-$1.7M)

Filed 2026-10-19

Sheets Smith Wealth Management

CLOSED

Shares0 from 6,280

Change-6,280 (-100%)

Value$0 (-$745.9K)

Filed 2026-10-16

Yorktown Management & Research Co Inc

CLOSED

Shares0 from 4,800

Change-4,800 (-100%)

Value$0 (-$570.1K)

Filed 2026-10-28

Sigma Planning Corp

CLOSED

Shares0 from 4,751

Change-4,751 (-100%)

Value$0 (-$564.3K)

Filed 2026-10-23

Alps Advisors Inc

CLOSED

Shares0 from 4,390

Change-4,390 (-100%)

Value$0 (-$521.4K)

Filed 2026-11-03

Abel Hall, LLC

CLOSED

Shares0 from 3,137

Change-3,137 (-100%)

Value$0 (-$372.6K)

Filed 2026-10-19

Jefferies Financial Group Inc.

CLOSED

Shares0 from 2,939

Change-2,939 (-100%)

Value$0 (-$349.1K)

Filed 2026-11-05

Keybank National Association

CLOSED

Shares0 from 2,870

Change-2,870 (-100%)

Value$0 (-$340.9K)

Filed 2026-11-04

Inspire Investing, LLC

CLOSED

Shares0 from 2,792

Change-2,792 (-100%)

Value$0 (-$331.6K)

Filed 2026-10-22

Revolve Wealth Partners, LLC

CLOSED

Shares0 from 2,539

Change-2,539 (-100%)

Value$0 (-$301.6K)

Filed 2026-10-23

Premier Fund Managers Ltd

CLOSED

Shares0 from 2,416

Change-2,416 (-100%)

Value$0 (-$291)

Filed 2026-11-02

Verus Capital Partners, LLC

CLOSED

Shares0 from 2,400

Change-2,400 (-100%)

Value$0 (-$285.0K)

Filed 2026-11-03

Lanark Financial, Inc.

CLOSED

Shares0 from 2,169

Change-2,169 (-100%)

Value$0 (-$257.6K)

Filed 2026-10-26

Plus Group Wealth Advisors LLC

CLOSED

Shares0 from 2,147

Change-2,147 (-100%)

Value$0 (-$255.0K)

Filed 2026-10-19

Carnegie Investment Counsel

CLOSED

Shares0 from 2,062

Change-2,062 (-100%)

Value$0 (-$244.9K)

Filed 2026-10-20

Westover Capital Advisors, LLC

CLOSED

Shares0 from 1,901

Change-1,901 (-100%)

Value$0 (-$225.8K)

Filed 2026-10-26

Southern Financial Group, LLC

CLOSED

Shares0 from 1,703

Change-1,703 (-100%)

Value$0 (-$202.3K)

Filed 2026-10-30

Tokio Marine Asset Management Co LTD

CLOSED

Shares0 from 790

Change-790 (-100%)

Value$0 (-$93.8K)

Filed 2026-10-26

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$41.6K)

Filed 2026-10-13

Quintet Private Bank (Europe) S.A.

CLOSED

Shares0 from 160

Change-160 (-100%)

Value$0 (-$19.0K)

Filed 2026-10-08

Founders Capital Management

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$11.9K)

Filed 2026-10-13

Kingdom Financial Group Llc.

CLOSED

Shares0 from 55

Change-55 (-100%)

Value$0 (-$6.5K)

Filed 2026-11-04

Stone House Investment Management, LLC

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$5.7K)

Filed 2026-10-23

Highline Wealth Partners LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$2.5K)

Filed 2026-10-19

Blue Trust, Inc.

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$2.3K)

Filed 2026-10-15

Navigoe, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-11-04

Rakuten Securities, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$238)

Filed 2026-11-02

DecisionPoint Financial, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$110)

Filed 2026-10-27

FMR LLC

N/A

Shares— from 7,145,671

Change-7,145,671 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,878,562

Change-3,878,562 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,005,206

Change-2,005,206 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,966,436

Change-1,966,436 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 1,525,495

Change-1,525,495 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,280,636

Change-1,280,636 (-100%)

Value—

Geneva Capital Management LLC

N/A

Shares— from 1,243,976

Change-1,243,976 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 1,221,338

Change-1,221,338 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,174,019

Change-1,174,019 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 1,154,207

Change-1,154,207 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,062,342

Change-1,062,342 (-100%)

Value—

Capital World Investors

N/A

Shares— from 988,838

Change-988,838 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 912,417

Change-912,417 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 681,616

Change-681,616 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 671,232

Change-671,232 (-100%)

Value—

Driehaus Capital Management LLC

N/A

Shares— from 641,417

Change-641,417 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 613,346

Change-613,346 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 590,167

Change-590,167 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 583,671

Change-583,671 (-100%)

Value—

Norges Bank

N/A

Shares— from 557,389

Change-557,389 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 513,559

Change-513,559 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 505,741

Change-505,741 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 465,358

Change-465,358 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 448,480

Change-448,480 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 446,649

Change-446,649 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 433,804

Change-433,804 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 426,490

Change-426,490 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 421,253

Change-421,253 (-100%)

Value—

Vaughan Nelson Investment Management, L.P.

N/A

Shares— from 405,995

Change-405,995 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 404,966

Change-404,966 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 352,270

Change-352,270 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 340,235

Change-340,235 (-100%)

Value—

Engle Capital Management, L.P.

N/A

Shares— from 298,118

Change-298,118 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 288,830

Change-288,830 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 279,872

Change-279,872 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 276,671

Change-276,671 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 268,505

Change-268,505 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 262,638

Change-262,638 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 233,776

Change-233,776 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 218,685

Change-218,685 (-100%)

Value—

UBS Group AG

N/A

Shares— from 207,724

Change-207,724 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 198,214

Change-198,214 (-100%)

Value—

Tyro Capital Management LLC

N/A

Shares— from 184,948

Change-184,948 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 183,144

Change-183,144 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 182,504

Change-182,504 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 177,164

Change-177,164 (-100%)

Value—

Sunriver Management LLC

N/A

Shares— from 175,223

Change-175,223 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 169,241

Change-169,241 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 166,204

Change-166,204 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 151,556

Change-151,556 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 148,395

Change-148,395 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 144,026

Change-144,026 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 143,465

Change-143,465 (-100%)

Value—

Catawba River Capital

N/A

Shares— from 138,240

Change-138,240 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 136,603

Change-136,603 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 121,517

Change-121,517 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 111,824

Change-111,824 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 110,745

Change-110,745 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 109,612

Change-109,612 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 109,176

Change-109,176 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 103,863

Change-103,863 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 97,533

Change-97,533 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 96,200

Change-96,200 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 92,508

Change-92,508 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 89,873

Change-89,873 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 86,865

Change-86,865 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 84,778

Change-84,778 (-100%)

Value—

Nicholas Investment Partners, LP

N/A

Shares— from 79,292

Change-79,292 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 76,717

Change-76,717 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 75,557

Change-75,557 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 68,199

Change-68,199 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 67,099

Change-67,099 (-100%)

Value—

Man Group plc

N/A

Shares— from 63,468

Change-63,468 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 60,587

Change-60,587 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 55,381

Change-55,381 (-100%)

Value—

12th Street Asset Management Company, LLC

N/A

Shares— from 55,366

Change-55,366 (-100%)

Value—

EFG International AG

N/A

Shares— from 52,449

Change-52,449 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 51,773

Change-51,773 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 50,958

Change-50,958 (-100%)

Value—

Divisadero Street Capital Management, LP

N/A

Shares— from 50,728

Change-50,728 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 48,430

Change-48,430 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 47,202

Change-47,202 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 47,168

Change-47,168 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 42,685

Change-42,685 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 34,707

Change-34,707 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 33,017

Change-33,017 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 28,158

Change-28,158 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 28,021

Change-28,021 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 27,614

Change-27,614 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 26,208

Change-26,208 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 25,489

Change-25,489 (-100%)

Value—

Brant Point Investment Management LLC

N/A

Shares— from 25,363

Change-25,363 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 25,049

Change-25,049 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 24,563

Change-24,563 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 23,630

Change-23,630 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 22,543

Change-22,543 (-100%)

Value—

Polen Capital Management LLC

N/A

Shares— from 22,291

Change-22,291 (-100%)

Value—

Barclays PLC

N/A

Shares— from 19,055

Change-19,055 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 18,466

Change-18,466 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 18,273

Change-18,273 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 18,102

Change-18,102 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 16,313

Change-16,313 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 16,100

Change-16,100 (-100%)

Value—

FIL Ltd

N/A

Shares— from 15,400

Change-15,400 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 14,351

Change-14,351 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 14,275

Change-14,275 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 14,054

Change-14,054 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

Ostrum Asset Management

N/A

Shares— from 13,445

Change-13,445 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 13,218

Change-13,218 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 12,643

Change-12,643 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 12,564

Change-12,564 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 12,275

Change-12,275 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 11,995

Change-11,995 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 11,600

Change-11,600 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 11,452

Change-11,452 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 11,357

Change-11,357 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,234

Change-11,234 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 10,454

Change-10,454 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 10,352

Change-10,352 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 9,807

Change-9,807 (-100%)

Value—

Reliant Investment Partners, LLC

N/A

Shares— from 9,505

Change-9,505 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 9,485

Change-9,485 (-100%)

Value—

Stephens Inc

N/A

Shares— from 8,942

Change-8,942 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 8,800

Change-8,800 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 8,447

Change-8,447 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 8,065

Change-8,065 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 7,879

Change-7,879 (-100%)

Value—

Allstate Corp

N/A

Shares— from 7,801

Change-7,801 (-100%)

Value—

Summitry LLC

N/A

Shares— from 7,553

Change-7,553 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 7,109

Change-7,109 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 6,715

Change-6,715 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 6,527

Change-6,527 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 6,396

Change-6,396 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 6,173

Change-6,173 (-100%)

Value—

&partners

N/A

Shares— from 6,144

Change-6,144 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 5,810

Change-5,810 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,750

Change-5,750 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,670

Change-5,670 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 5,475

Change-5,475 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,297

Change-5,297 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 5,125

Change-5,125 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 5,048

Change-5,048 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 4,878

Change-4,878 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 4,846

Change-4,846 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 4,831

Change-4,831 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,670

Change-4,670 (-100%)

Value—

Alamea Verwaltungs GmbH

N/A

Shares— from 4,548

Change-4,548 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,541

Change-4,541 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,393

Change-4,393 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 4,350

Change-4,350 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 4,261

Change-4,261 (-100%)

Value—

Xcelsior Advisor Partners LLC

N/A

Shares— from 4,201

Change-4,201 (-100%)

Value—

Bridges Investment Management Inc

N/A

Shares— from 4,190

Change-4,190 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,160

Change-4,160 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,030

Change-4,030 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 4,017

Change-4,017 (-100%)

Value—

Harbour Wealth Management Group, Inc.

N/A

Shares— from 3,806

Change-3,806 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,795

Change-3,795 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 3,627

Change-3,627 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 3,580

Change-3,580 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,514

Change-3,514 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 3,452

Change-3,452 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 3,385

Change-3,385 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 3,383

Change-3,383 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 3,356

Change-3,356 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 3,318

Change-3,318 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 2,978

Change-2,978 (-100%)

Value—

Marble Wealth, LLC

N/A

Shares— from 2,975

Change-2,975 (-100%)

Value—

Sound Capital Solutions LLC

N/A

Shares— from 2,964

Change-2,964 (-100%)

Value—

Optimize Financial Inc.

N/A

Shares— from 2,964

Change-2,964 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,935

Change-2,935 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 2,822

Change-2,822 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 2,802

Change-2,802 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,731

Change-2,731 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,671

Change-2,671 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 2,626

Change-2,626 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,502

Change-2,502 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 2,436

Change-2,436 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 2,373

Change-2,373 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 2,335

Change-2,335 (-100%)

Value—

Marco Investment Management LLC

N/A

Shares— from 2,251

Change-2,251 (-100%)

Value—

Ground Swell Capital, LLC

N/A

Shares— from 2,194

Change-2,194 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 2,182

Change-2,182 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 2,160

Change-2,160 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 2,151

Change-2,151 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 2,150

Change-2,150 (-100%)

Value—

Morse Asset Management, Inc

N/A

Shares— from 2,102

Change-2,102 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,041

Change-2,041 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

SBI Okasan Asset Management Co.Ltd.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 1,903

Change-1,903 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 1,873

Change-1,873 (-100%)

Value—

Hardy Reed LLC

N/A

Shares— from 1,815

Change-1,815 (-100%)

Value—

Kapstone Financial Advisors LLC

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Amundi

N/A

Shares— from 1,699

Change-1,699 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,328

Change-1,328 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,269

Change-1,269 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 1,110

Change-1,110 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,015

Change-1,015 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 957

Change-957 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 611

Change-611 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 508

Change-508 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 439

Change-439 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 390

Change-390 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 298

Change-298 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 285

Change-285 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 258

Change-258 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 238

Change-238 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 200

Change-200 (-100%)

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Public Employees Retirement System of Ohio

N/A

Shares— from 184

Change-184 (-100%)

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Whittier Trust Co

N/A

Shares— from 153

Change-153 (-100%)

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Bogart Wealth, LLC

N/A

Shares— from 121

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Smartleaf Asset Management LLC

N/A

Shares— from 113

Change-113 (-100%)

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Keating Financial Advisory Services, Inc.

N/A

Shares— from 103

Change-103 (-100%)

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Rothschild Investment LLC

N/A

Shares— from 94

Change-94 (-100%)

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TD Capital Management LLC

N/A

Shares— from 82

Change-82 (-100%)

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Mpwm Advisory Solutions, LLC

N/A

Shares— from 79

Change-79 (-100%)

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Basecamp Wealth Advisors LLC

N/A

Shares— from 75

Change-75 (-100%)

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Zions Bancorporation, National Association

N/A

Shares— from 52

Change-52 (-100%)

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Strategic Wealth Partners, Ltd.

N/A

Shares— from 41

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Kilter Group LLC

N/A

Shares— from 30

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Hurricane Capital Advisors LLC

N/A

Shares— from 23

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Marshall Investment Management, LLC

N/A

Shares— from 18

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Fiduciary Financial Advisors

N/A

Shares— from 11

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CVA Family Office, LLC

N/A

Shares— from 7

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HFM Investment Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

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Clearstead Advisors, LLC

N/A

Shares— from 3

Change-3 (-100%)

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Rialto Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

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LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

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Harbour Investments, Inc.

N/A

Shares— from 1

Change-1 (-100%)

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Dunhill Financial, LLC

N/A

Shares— from 1

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Nomura Asset Management Co LTD

N/A

Shares— from 0

Change0

Value—

	Status
Conestoga Capital Advisors, LLC	DECREASED	1,131,708	1,358,962	-227,254	-17%	$161.4M	$101.9M	-$59.5M	2026-11-02
Wasatch Advisors LP	INCREASED	1,059,115	1,008,474	+50,641	+5%	$119.8M	$95.4M	-$24.4M	2026-10-13
Allspring Global Investments Holdings, LLC	DECREASED	864,617	876,775	-12,158	-1%	$95.7M	$77.9M	-$17.7M	2026-11-04
Dimensional Fund Advisors LP	INCREASED	809,559	717,522	+92,037	+13%	$85.2M	$72.9M	-$12.3M	2026-11-04
Bank of New York Mellon Corp	INCREASED	787,598	658,818	+128,780	+20%	$78.2M	$70.9M	-$7.3M	2026-11-05
Van Berkom & Associates Inc.	INCREASED	606,302	416,726	+189,576	+45%	$49.5M	$54.6M	+$5.1M	2026-11-04
TimesSquare Capital Management, LLC	INCREASED	243,441	230,484	+12,957	+6%	$27.4M	$21.9M	-$5.5M	2026-11-03
Principal Financial Group Inc	INCREASED	233,544	3,747	+229,797	+6133%	$445.0K	$21.0M	+$20.6M	2026-11-02
Fifth Third Bancorp	INCREASED	218,441	202,039	+16,402	+8%	$24.0M	$19.7M	-$4.3M	2026-11-05
Citigroup Inc	DECREASED	125,371	165,334	-39,963	-24%	$19.6M	$11.3M	-$8.3M	2026-11-04
Thrivent Financial for Lutherans	INCREASED	85,560	55,213	+30,347	+55%	$6.6M	$7.7M	+$1.1M	2026-11-05
Summit Creek Advisors LLC	INCREASED	74,831	70,130	+4,701	+7%	$8.3M	$6.7M	-$1.6M	2026-11-03
Asset Management One Co., Ltd.	DECREASED	70,076	86,392	-16,316	-19%	$10.3M	$6.3M	-$3.9M	2026-10-27
Kornitzer Capital Management Inc	INCREASED	59,756	46,026	+13,730	+30%	$5.5M	$5.4M	-$86.7K	2026-11-03
OAK Ridge Investments LLC	INCREASED	51,598	50,242	+1,356	+3%	$6.0M	$4.6M	-$1.3M	2026-10-30
B. Metzler seel. Sohn & Co. AG	NEW	39,500	—	+39,500	—	—	$3.6M	—	2026-10-30
Creative Planning	INCREASED	35,477	30,972	+4,505	+15%	$3.7M	$3.2M	-$484.6K	2026-11-02
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	DECREASED	34,425	35,925	-1,500	-4%	$4.3M	$3.1M	-$1.2M	2026-10-21
J.W. Cole Advisors, Inc.	UNCHANGED	32,627	32,627	0	0%	$3.9M	$2.9M	-$937.7K	2026-11-05
Moody Aldrich Partners LLC	INCREASED	29,704	28,518	+1,186	+4%	$3.4M	$2.7M	-$712.8K	2026-10-27
Xcel Wealth Management, LLC	INCREASED	26,311	16,155	+10,156	+63%	$1.9M	$2.4M	+$450.1K	2026-10-26
Nicholas Company, Inc.	UNCHANGED	24,532	24,532	0	0%	$2.9M	$2.2M	-$705.1K	2026-11-05
Davenport & Co LLC	DECREASED	21,638	22,957	-1,319	-6%	$2.7M	$1.9M	-$778.5K	2026-10-14
Louisiana State Employees Retirement System	NEW	20,500	—	+20,500	—	—	$1.8M	—	2026-10-20
Achmea Investment Management B.V.	NEW	20,034	—	+20,034	—	—	$1.8M	—	2026-10-30
Wealth Enhancement Advisory Services, LLC	INCREASED	17,662	5,571	+12,091	+217%	$528.6K	$1.6M	+$1.0M	2026-10-13
Regions Financial Corp	UNCHANGED	16,834	16,834	0	0%	$2.0M	$1.5M	-$483.8K	2026-11-05
State of Alaska, Department of Revenue	INCREASED	16,137	8,265	+7,872	+95%	$981.0K	$1.5M	+$471.0K	2026-10-15
State of New Jersey Common Pension Fund D	DECREASED	16,103	16,445	-342	-2%	$2.0M	$1.4M	-$503.4K	2026-11-05
Procyon Advisors, LLC	INCREASED	15,366	11,561	+3,805	+33%	$1.4M	$1.4M	+$10.3K	2026-10-21
Yousif Capital Management, LLC	NEW	14,313	—	+14,313	—	—	$1.3M	—	2026-10-22
Arizona State Retirement System	INCREASED	13,521	13,235	+286	+2%	$1.6M	$1.2M	-$354.6K	2026-11-03
Atria Investments, Inc	DECREASED	13,452	13,706	-254	-2%	$1.6M	$1.2M	-$416.8K	2026-10-15
Commonwealth Equity Services, LLC	DECREASED	13,044	13,347	-303	-2%	$1.6M	$1.2M	-$410.9K	2026-11-02
Amalgamated Bank	NEW	12,552	—	+12,552	—	—	$1.1M	—	2026-10-23
Burney Co/	DECREASED	11,960	12,621	-661	-5%	$1.5M	$1.1M	-$422.2K	2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	NEW	11,358	—	+11,358	—	—	$1.0M	—	2026-11-03
Oregon Public Employees Retirement Fund	NEW	10,848	—	+10,848	—	—	$976.6K	—	2026-10-30
Maryland State Retirement & Pension System	NEW	10,747	—	+10,747	—	—	$967.6K	—	2026-11-05
Total Wealth Planning & Management, Inc.	DECREASED	8,545	8,830	-285	-3%	$1.0M	$769.3K	-$279.4K	2026-10-23
DekaBank Deutsche Girozentrale	NEW	8,127	—	+8,127	—	—	$727.0K	—	2026-10-27
Gamma Investing LLC	INCREASED	7,632	3,824	+3,808	+100%	$454.2K	$687.1K	+$232.9K	2026-10-08
Pictet Asset Management Holding SA	UNCHANGED	7,415	7,415	0	0%	$880.7K	$667.6K	-$213.1K	2026-11-03
ProShare Advisors LLC	INCREASED	6,633	6,336	+297	+5%	$752.5K	$597.2K	-$155.4K	2026-10-29
Perpetual Ltd	UNCHANGED	6,112	6,112	0	0%	$725.9K	$550.3K	-$175.7K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	5,788	3,930	+1,858	+47%	$466.8K	$521.1K	+$54.3K	2026-11-02
Assenagon Asset Management S.A.	NEW	5,738	—	+5,738	—	—	$516.6K	—	2026-10-15
Mutual of America Capital Management LLC	NEW	5,501	—	+5,501	—	—	$495.3K	—	2026-10-23
HMS Capital Management, LLC	DECREASED	5,280	5,563	-283	-5%	$660.7K	$475.4K	-$185.4K	2026-10-20
Truist Financial Corp	INCREASED	5,080	4,607	+473	+10%	$547.2K	$457.4K	-$89.8K	2026-10-30
West Tower Group, LLC	INCREASED	4,900	4,200	+700	+17%	$498.8K	$441.1K	-$57.7K	2026-10-14
Xponance LLC	DECREASED	4,636	4,811	-175	-4%	$571.4K	$417.4K	-$154.0K	2026-11-03
Strs Ohio	DECREASED	4,500	4,600	-100	-2%	$546.3K	$405.1K	-$141.2K	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	3,842	4,238	-396	-9%	$503.0K	$346.0K	-$157.0K	2026-11-02
Virginia Retirement Systems ET Al	INCREASED	3,800	3,200	+600	+19%	$380.1K	$342.1K	-$38.0K	2026-10-28
Simplicity Wealth,LLC	DECREASED	3,681	3,824	-143	-4%	$454.2K	$331.4K	-$122.8K	2026-10-23
ANB Bank	UNCHANGED	3,074	3,074	0	0%	$365.1K	$276.8K	-$88.3K	2026-10-09
Swiss Life Asset Management Ltd	UNCHANGED	2,814	2,814	0	0%	$334.2K	$253.3K	-$80.9K	2026-11-03
US Bancorp \de\	DECREASED	2,531	3,748	-1,217	-32%	$445.2K	$227.9K	-$217.3K	2026-11-05
Hilltop National Bank	UNCHANGED	2,452	2,452	0	0%	$291.2K	$220.8K	-$70.5K	2026-10-14
Evergreen Capital Management LLC	NEW	2,358	—	+2,358	—	—	$212.3K	—	2026-10-23
Profund Advisors LLC	NEW	2,228	—	+2,228	—	—	$200.6K	—	2026-10-29
Sterling Capital Management LLC	DECREASED	1,597	7,964	-6,367	-80%	$945.9K	$143.8K	-$802.1K	2026-10-22
Caldwell Trust Co	UNCHANGED	1,587	1,587	0	0%	$188.5K	$142.9K	-$45.6K	2026-10-30
Hazlett, Burt & Watson, Inc.	UNCHANGED	1,500	1,500	0	0%	$180	$72.1K	+$71.9K	2026-11-04
KBC Group NV	UNCHANGED	1,477	1,477	0	0%	$175.0K	$133.0K	-$42.0K	2026-10-22
New York State Teachers Retirement System	NEW	1,396	—	+1,396	—	—	$126.0K	—	2026-10-22
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,231	73	+1,158	+1586%	$8.7K	$110.8K	+$102.2K	2026-10-27
Covestor Ltd	INCREASED	798	622	+176	+28%	$74.0K	$72.0K	-$2.0K	2026-10-30
First Horizon Corp	DECREASED	771	836	-65	-8%	$99.3K	$69.4K	-$29.9K	2026-10-26
Nfsg Corp	DECREASED	723	951	-228	-24%	$113.0K	$65.1K	-$47.9K	2026-10-15
State of Wyoming	DECREASED	697	1,557	-860	-55%	$184.9K	$62.8K	-$122.2K	2026-10-28
Simplex Trading, LLC	DECREASED	662	1,929	-1,267	-66%	$229.1K	$59.6K	-$169.5K	2026-11-04
Nisa Investment Advisors, LLC	DECREASED	628	647	-19	-3%	$76.8K	$56.5K	-$20.3K	2026-10-20
Summit Securities Group LLC	NEW	590	—	+590	—	—	$53.1K	—	2026-11-05
Golden State Wealth Management, LLC	UNCHANGED	563	563	0	0%	$66.9K	$50.7K	-$16.2K	2026-11-02
Versant Capital Management, Inc	INCREASED	471	430	+41	+10%	$51.1K	$42.4K	-$8.7K	2026-10-02
Salomon & Ludwin, LLC	NEW	470	—	+470	—	—	$42.3K	—	2026-10-29
Signaturefd, LLC	INCREASED	470	264	+206	+78%	$31.4K	$42.3K	+$11.0K	2026-10-23
USA Financial Formulas	NEW	445	—	+445	—	—	$40.1K	—	2026-10-16
Physician Wealth Advisors, Inc.	INCREASED	377	358	+19	+5%	$42.5K	$33.9K	-$8.6K	2026-10-20
Mather Group, Llc.	UNCHANGED	369	369	0	0%	$43.8K	$33.2K	-$10.6K	2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	355	3,391	-3,036	-90%	$402.7K	$32.0K	-$370.7K	2026-10-14
Byrne Asset Management LLC	UNCHANGED	290	290	0	0%	$34.4K	$26.1K	-$8.3K	2026-10-06
Farther Finance Advisors, LLC	INCREASED	197	168	+29	+17%	$20.0K	$17.7K	-$2.3K	2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	186	186	0	0%	$22.1K	$16.7K	-$5.3K	2026-11-05
Spire Wealth Management	DECREASED	115	215	-100	-47%	$25.5K	$10.4K	-$15.2K	2026-10-30
Bare Financial Services, Inc	INCREASED	109	6	+103	+1717%	$713	$9.8K	+$9.1K	2026-11-04
Root Financial Partners, LLC	NEW	91	—	+91	—	—	$8.2K	—	2026-10-21
Assetmark, Inc	INCREASED	77	76	+1	+1%	$9.0K	$6.9K	-$2.1K	2026-10-21
Entrust Financial LLC	UNCHANGED	77	77	0	0%	$9.1K	$6.9K	-$2.2K	2026-11-04
Tributary Capital Management, LLC	NEW	72	—	+72	—	—	$6.5K	—	2026-10-28
Parallel Advisors, LLC	INCREASED	61	58	+3	+5%	$6.9K	$5.5K	-$1.4K	2026-11-03
Parkside Financial Bank & Trust	INCREASED	53	35	+18	+51%	$4.2K	$4.8K	+$616	2026-10-27
Silver Grove Financial Group, Inc.	DECREASED	50	150	-100	-67%	$17.8K	$4.5K	-$13.3K	2026-11-05
EverSource Wealth Advisors, LLC	DECREASED	47	67	-20	-30%	$8.0K	$4.2K	-$3.7K	2026-11-04
Private Trust Co NA	DECREASED	46	85	-39	-46%	$10.1K	$4.1K	-$6.0K	2026-10-20
Farmers & Merchants Investments Inc	NEW	45	—	+45	—	—	$4.1K	—	2026-10-22
MassMutual Private Wealth & Trust, FSB	INCREASED	44	7	+37	+529%	$831	$4.0K	+$3.1K	2026-10-05
Fortitude Family Office, LLC	DECREASED	42	43	-1	-2%	$5.1K	$3.8K	-$1.3K	2026-10-14
First Command Advisory Services, Inc.	NEW	40	—	+40	—	—	$3.6K	—	2026-11-05
Provenance Wealth Advisors, LLC	NEW	35	—	+35	—	—	$3.2K	—	2026-10-30
Caitong International Asset Management Co., Ltd	NEW	20	—	+20	—	—	$1.8K	—	2026-10-29
Fairway Wealth LLC	NEW	20	—	+20	—	—	$1.8K	—	2026-10-30
Hilton Head Capital Partners, LLC	NEW	19	—	+19	—	—	$1.7K	—	2026-10-23
JFS Wealth Advisors, LLC	INCREASED	19	12	+7	+58%	$1.4K	$1.7K	+$285	2026-11-03
Global Trust Asset Management, LLC	NEW	17	—	+17	—	—	$1.5K	—	2026-10-19
Bell Investment Advisors, Inc	UNCHANGED	16	16	0	0%	$1.9K	$1.4K	-$460	2026-10-29
TD Private Client Wealth LLC	DECREASED	14	15	-1	-7%	$1.8K	$1.3K	-$522	2026-10-28
Private Wealth Management Group, LLC	DECREASED	13	17	-4	-24%	$2.0K	$1.2K	-$849	2026-10-19
Creative Capital Management Investments LLC	INCREASED	12	6	+6	+100%	$713	$1.1K	+$367	2026-10-28
First Pacific Financial	UNCHANGED	12	12	0	0%	$1.4K	$1.1K	-$345	2026-10-14
Valley National Advisers Inc	NEW	11	—	+11	—	—	$991	—	2026-10-23
Jacobi Capital Management LLC	NEW	10	—	+10	—	—	$900	—	2026-11-05
Burk Holdings LLC	NEW	9	—	+9	—	—	$810	—	2026-11-05
Gilpin Wealth Management, LLC	NEW	8	—	+8	—	—	$721	—	2026-10-09
True Wealth Design, LLC	UNCHANGED	8	8	0	0%	$951	$721	-$230	2026-10-13
Noble Wealth Management PBC	NEW	7	—	+7	—	—	$630	—	2026-10-01
Essential Partners LLC	UNCHANGED	7	7	0	0%	$831	$630	-$201	2026-10-14
Cedar Mountain Advisors, LLC	NEW	6	—	+6	—	—	$540	—	2026-10-15
Davis Capital Management	NEW	5	—	+5	—	—	$450	—	2026-10-08
SJS Investment Consulting Inc.	INCREASED	5	3	+2	+67%	$357	$451	+$94	2026-10-26
Financial Consulate, Inc	NEW	4	—	+4	—	—	$361	—	2026-10-23
UMB Private Wealth Management, LLC	NEW	4	—	+4	—	—	$360	—	2026-10-19
DiNuzzo Private Wealth, Inc.	INCREASED	4	1	+3	+300%	$119	$361	+$242	2026-10-16
IFP Advisors, Inc	UNCHANGED	4	4	0	0%	$475	$360	-$115	2026-10-16
Trust Co	UNCHANGED	4	4	0	0%	$475	$360	-$115	2026-10-09
Bay Harbor Wealth Management, LLC	INCREASED	3	1	+2	+200%	$119	$270	+$151	2026-11-03
Ascentis Wealth Management, LLC	NEW	1	—	+1	—	—	$90	—	2026-11-03
Larson Financial Group LLC	DECREASED	1	34	-33	-97%	$4.0K	$90	-$3.9K	2026-11-05
Hughes Financial Services, LLC	DECREASED	1	2	-1	-50%	$238	$92	-$146	2026-10-30
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$119	$91	-$28	2026-10-15
IMG Wealth Management, Inc.	UNCHANGED	1	1	0	0%	$119	$90	-$29	2026-10-27
Artemis Investment Management LLP	CLOSED	0	190,859	-190,859	-100%	$22.7M	$0	-$22.7M	2026-10-08
Lisanti Capital Growth, LLC	CLOSED	0	33,648	-33,648	-100%	$4.0M	$0	-$4.0M	2026-11-05
Aubrey Capital Management Ltd	CLOSED	0	29,200	-29,200	-100%	$3.5M	$0	-$3.5M	2026-10-19
PVG Asset Management Corp	CLOSED	0	14,614	-14,614	-100%	$1.7M	$0	-$1.7M	2026-10-19
Sheets Smith Wealth Management	CLOSED	0	6,280	-6,280	-100%	$745.9K	$0	-$745.9K	2026-10-16
Yorktown Management & Research Co Inc	CLOSED	0	4,800	-4,800	-100%	$570.1K	$0	-$570.1K	2026-10-28
Sigma Planning Corp	CLOSED	0	4,751	-4,751	-100%	$564.3K	$0	-$564.3K	2026-10-23
Alps Advisors Inc	CLOSED	0	4,390	-4,390	-100%	$521.4K	$0	-$521.4K	2026-11-03
Abel Hall, LLC	CLOSED	0	3,137	-3,137	-100%	$372.6K	$0	-$372.6K	2026-10-19
Jefferies Financial Group Inc.	CLOSED	0	2,939	-2,939	-100%	$349.1K	$0	-$349.1K	2026-11-05
Keybank National Association	CLOSED	0	2,870	-2,870	-100%	$340.9K	$0	-$340.9K	2026-11-04
Inspire Investing, LLC	CLOSED	0	2,792	-2,792	-100%	$331.6K	$0	-$331.6K	2026-10-22
Revolve Wealth Partners, LLC	CLOSED	0	2,539	-2,539	-100%	$301.6K	$0	-$301.6K	2026-10-23
Premier Fund Managers Ltd	CLOSED	0	2,416	-2,416	-100%	$291	$0	-$291	2026-11-02
Verus Capital Partners, LLC	CLOSED	0	2,400	-2,400	-100%	$285.0K	$0	-$285.0K	2026-11-03
Lanark Financial, Inc.	CLOSED	0	2,169	-2,169	-100%	$257.6K	$0	-$257.6K	2026-10-26
Plus Group Wealth Advisors LLC	CLOSED	0	2,147	-2,147	-100%	$255.0K	$0	-$255.0K	2026-10-19
Carnegie Investment Counsel	CLOSED	0	2,062	-2,062	-100%	$244.9K	$0	-$244.9K	2026-10-20
Westover Capital Advisors, LLC	CLOSED	0	1,901	-1,901	-100%	$225.8K	$0	-$225.8K	2026-10-26
Southern Financial Group, LLC	CLOSED	0	1,703	-1,703	-100%	$202.3K	$0	-$202.3K	2026-10-30
Tokio Marine Asset Management Co LTD	CLOSED	0	790	-790	-100%	$93.8K	$0	-$93.8K	2026-10-26
Harbor Investment Advisory, LLC	CLOSED	0	350	-350	-100%	$41.6K	$0	-$41.6K	2026-10-13
Quintet Private Bank (Europe) S.A.	CLOSED	0	160	-160	-100%	$19.0K	$0	-$19.0K	2026-10-08
Founders Capital Management	CLOSED	0	100	-100	-100%	$11.9K	$0	-$11.9K	2026-10-13
Kingdom Financial Group Llc.	CLOSED	0	55	-55	-100%	$6.5K	$0	-$6.5K	2026-11-04
Stone House Investment Management, LLC	CLOSED	0	48	-48	-100%	$5.7K	$0	-$5.7K	2026-10-23
Highline Wealth Partners LLC	CLOSED	0	21	-21	-100%	$2.5K	$0	-$2.5K	2026-10-19
Blue Trust, Inc.	CLOSED	0	19	-19	-100%	$2.3K	$0	-$2.3K	2026-10-15
Navigoe, LLC	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-11-04
Rakuten Securities, Inc.	CLOSED	0	2	-2	-100%	$238	$0	-$238	2026-11-02
DecisionPoint Financial, LLC	CLOSED	0	1	-1	-100%	$110	$0	-$110	2026-10-27
FMR LLC	N/A	—	7,145,671	-7,145,671	-100%	$848.7M	—	—	—
BlackRock, Inc.	N/A	—	3,878,562	-3,878,562	-100%	$460.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,005,206	-2,005,206	-100%	$238.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,966,436	-1,966,436	-100%	$233.6M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	1,525,495	-1,525,495	-100%	$181.2M	—	—	—
Geode Capital Management, LLC	N/A	—	1,280,636	-1,280,636	-100%	$152.1M	—	—	—
Geneva Capital Management LLC	N/A	—	1,243,976	-1,243,976	-100%	$147.7M	—	—	—
First Trust Advisors LP	N/A	—	1,221,338	-1,221,338	-100%	$145.1M	—	—	—
State Street Corp	N/A	—	1,174,019	-1,174,019	-100%	$139.4M	—	—	—
Nomura Asset Management International Inc.	N/A	—	1,154,207	-1,154,207	-100%	$137.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,062,342	-1,062,342	-100%	$126.2M	—	—	—
Capital World Investors	N/A	—	988,838	-988,838	-100%	$117.4M	—	—	—
Clearbridge Investments, LLC	N/A	—	912,417	-912,417	-100%	$108.4M	—	—	—
Invesco Ltd.	N/A	—	681,616	-681,616	-100%	$81.0M	—	—	—
Bank of America Corp	N/A	—	671,232	-671,232	-100%	$79.7M	—	—	—
Driehaus Capital Management LLC	N/A	—	641,417	-641,417	-100%	$76.2M	—	—	—
Ameriprise Financial Inc	N/A	—	613,346	-613,346	-100%	$72.8M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	590,167	-590,167	-100%	$70.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	583,671	-583,671	-100%	$69.3M	—	—	—
Norges Bank	N/A	—	557,389	-557,389	-100%	$66.2M	—	—	—
American Century Companies Inc	N/A	—	513,559	-513,559	-100%	$61.0M	—	—	—
Loomis Sayles & Co L P	N/A	—	505,741	-505,741	-100%	$60.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	465,358	-465,358	-100%	$55.3M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	448,480	-448,480	-100%	$53.3M	—	—	—
Northern Trust Corp	N/A	—	446,649	-446,649	-100%	$53.0M	—	—	—
Raymond James Financial Inc	N/A	—	433,804	-433,804	-100%	$51.5M	—	—	—
Franklin Resources Inc	N/A	—	426,490	-426,490	-100%	$50.7M	—	—	—
Morgan Stanley	N/A	—	421,253	-421,253	-100%	$50.0M	—	—	—
Vaughan Nelson Investment Management, L.P.	N/A	—	405,995	-405,995	-100%	$48.2M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	404,966	-404,966	-100%	$48.1M	—	—	—
Millennium Management LLC	N/A	—	352,270	-352,270	-100%	$41.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	340,235	-340,235	-100%	$40.4M	—	—	—
Engle Capital Management, L.P.	N/A	—	298,118	-298,118	-100%	$35.4M	—	—	—
JPMorgan Chase & Co	N/A	—	288,830	-288,830	-100%	$35.0M	—	—	—
Royce & Associates LP	N/A	—	279,872	-279,872	-100%	$33.2M	—	—	—
Natixis Advisors, LLC	N/A	—	276,671	-276,671	-100%	$32.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	268,505	-268,505	-100%	$31.9M	—	—	—
Jones Financial Companies Lllp	N/A	—	262,638	-262,638	-100%	$32.3M	—	—	—
Bessemer Group Inc	N/A	—	233,776	-233,776	-100%	$27.8M	—	—	—
Marshall Wace, LLP	N/A	—	218,685	-218,685	-100%	$26.0M	—	—	—
UBS Group AG	N/A	—	207,724	-207,724	-100%	$24.7M	—	—	—
Voya Investment Management LLC	N/A	—	198,214	-198,214	-100%	$23.5M	—	—	—
Tyro Capital Management LLC	N/A	—	184,948	-184,948	-100%	$22.0M	—	—	—
SEI Investments Co	N/A	—	183,144	-183,144	-100%	$21.8M	—	—	—
Wells Fargo & Company	N/A	—	182,504	-182,504	-100%	$21.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	177,164	-177,164	-100%	$21.0M	—	—	—
Sunriver Management LLC	N/A	—	175,223	-175,223	-100%	$20.8M	—	—	—
Jennison Associates LLC	N/A	—	169,241	-169,241	-100%	$20.1M	—	—	—
Federated Hermes, Inc.	N/A	—	166,204	-166,204	-100%	$19.7M	—	—	—
Citadel Advisors LLC	N/A	—	151,556	-151,556	-100%	$18.0M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	148,395	-148,395	-100%	$17.6M	—	—	—
Wellington Management Group LLP	N/A	—	144,026	-144,026	-100%	$17.1M	—	—	—
Neuberger Berman Group LLC	N/A	—	143,465	-143,465	-100%	$17.0M	—	—	—
Catawba River Capital	N/A	—	138,240	-138,240	-100%	$16.4M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	136,603	-136,603	-100%	$16.2M	—	—	—
Jane Street Group, LLC	N/A	—	121,517	-121,517	-100%	$14.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	111,824	-111,824	-100%	$13.3M	—	—	—
Nuveen, LLC	N/A	—	110,745	-110,745	-100%	$13.2M	—	—	—
Peregrine Capital Management LLC	N/A	—	109,612	-109,612	-100%	$13.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	109,176	-109,176	-100%	$13.0M	—	—	—
Advisors Asset Management, Inc.	N/A	—	103,863	-103,863	-100%	$12.3M	—	—	—
CI Investments Inc.	N/A	—	97,533	-97,533	-100%	$11.6M	—	—	—
Swiss National Bank	N/A	—	96,200	-96,200	-100%	$11.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	92,508	-92,508	-100%	$11.0M	—	—	—
Russell Investments Group, Ltd.	N/A	—	89,873	-89,873	-100%	$10.7M	—	—	—
Alliancebernstein L.P.	N/A	—	86,865	-86,865	-100%	$9.7M	—	—	—
Ensign Peak Advisors, Inc	N/A	—	84,778	-84,778	-100%	$10.1M	—	—	—
Nicholas Investment Partners, LP	N/A	—	79,292	-79,292	-100%	$9.4M	—	—	—
Royal Bank of Canada	N/A	—	76,717	-76,717	-100%	$9.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	75,557	-75,557	-100%	$9.0M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	68,199	-68,199	-100%	$8.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	67,099	-67,099	-100%	$8.0M	—	—	—
Man Group plc	N/A	—	63,468	-63,468	-100%	$7.5M	—	—	—
Rhumbline Advisers	N/A	—	60,587	-60,587	-100%	$7.2M	—	—	—
California State Teachers Retirement System	N/A	—	55,381	-55,381	-100%	$6.6M	—	—	—
12th Street Asset Management Company, LLC	N/A	—	55,366	-55,366	-100%	$6.6M	—	—	—
EFG International AG	N/A	—	52,449	-52,449	-100%	$6.2M	—	—	—
Deutsche Bank Ag\	N/A	—	51,773	-51,773	-100%	$6.1M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	50,958	-50,958	-100%	$6.1M	—	—	—
Divisadero Street Capital Management, LP	N/A	—	50,728	-50,728	-100%	$6.0M	—	—	—
Algert Global LLC	N/A	—	48,430	-48,430	-100%	$5.8M	—	—	—
Dark Forest Capital Management LP	N/A	—	47,202	-47,202	-100%	$5.6M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	47,168	-47,168	-100%	$5.6M	—	—	—
Stifel Financial Corp	N/A	—	42,685	-42,685	-100%	$5.1M	—	—	—
LPL Financial LLC	N/A	—	34,707	-34,707	-100%	$4.1M	—	—	—
Jupiter Topco LLC	N/A	—	33,017	-33,017	-100%	$3.9M	—	—	—
MetLife Investment Management, LLC	N/A	—	28,158	-28,158	-100%	$3.3M	—	—	—
Legal & General Group Plc	N/A	—	28,021	-28,021	-100%	$3.3M	—	—	—
New York State Common Retirement Fund	N/A	—	27,614	-27,614	-100%	$3.3M	—	—	—
Cetera Investment Advisers	N/A	—	26,208	-26,208	-100%	$3.1M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	25,489	-25,489	-100%	$3.0M	—	—	—
Brant Point Investment Management LLC	N/A	—	25,363	-25,363	-100%	$3.0M	—	—	—
Legato Capital Management LLC	N/A	—	25,049	-25,049	-100%	$3.0M	—	—	—
Quantinno Capital Management LP	N/A	—	24,563	-24,563	-100%	$2.9M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	23,630	-23,630	-100%	$2.8M	—	—	—
Peak6 LLC	N/A	—	22,543	-22,543	-100%	$2.7M	—	—	—
Polen Capital Management LLC	N/A	—	22,291	-22,291	-100%	$2.6M	—	—	—
Barclays PLC	N/A	—	19,055	-19,055	-100%	$2.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	18,466	-18,466	-100%	$2.2M	—	—	—
HSBC Holdings PLC	N/A	—	18,273	-18,273	-100%	$2.2M	—	—	—
Credit Agricole S A	N/A	—	18,102	-18,102	-100%	$2.1M	—	—	—
Qube Research & Technologies Ltd	N/A	—	16,313	-16,313	-100%	$1.9M	—	—	—
Handelsbanken Fonder AB	N/A	—	16,100	-16,100	-100%	$1.9M	—	—	—
FIL Ltd	N/A	—	15,400	-15,400	-100%	$1.8M	—	—	—
Captrust Financial Advisors	N/A	—	14,351	-14,351	-100%	$1.7M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	14,275	-14,275	-100%	$1.7M	—	—	—
AQR Capital Management LLC	N/A	—	14,054	-14,054	-100%	$1.7M	—	—	—
Fred Alger Management, LLC	N/A	—	13,500	-13,500	-100%	$1.6M	—	—	—
Ostrum Asset Management	N/A	—	13,445	-13,445	-100%	$1.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	13,218	-13,218	-100%	$1.6M	—	—	—
Intech Investment Management LLC	N/A	—	12,643	-12,643	-100%	$1.5M	—	—	—
Jain Global LLC	N/A	—	12,564	-12,564	-100%	$1.5M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	12,275	-12,275	-100%	$1.5M	—	—	—
Balyasny Asset Management L.P.	N/A	—	11,995	-11,995	-100%	$1.4M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	11,600	-11,600	-100%	$1.4M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	11,452	-11,452	-100%	$1.4M	—	—	—
Glenmede Trust Co NA	N/A	—	11,357	-11,357	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	11,234	-11,234	-100%	$1.3M	—	—	—
Victory Capital Management Inc	N/A	—	10,454	-10,454	-100%	$1.2M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	10,352	-10,352	-100%	$1.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	9,807	-9,807	-100%	$1.2M	—	—	—
Reliant Investment Partners, LLC	N/A	—	9,505	-9,505	-100%	$1.1M	—	—	—
Truvestments Capital LLC	N/A	—	9,485	-9,485	-100%	$1.1M	—	—	—
Stephens Inc	N/A	—	8,942	-8,942	-100%	$1.1M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	8,800	-8,800	-100%	$1.0M	—	—	—
Callan Family Office, LLC	N/A	—	8,447	-8,447	-100%	$1.0M	—	—	—
Prudential Financial Inc	N/A	—	8,065	-8,065	-100%	$957.9K	—	—	—
XTX Topco Ltd	N/A	—	7,879	-7,879	-100%	$935.8K	—	—	—
Allstate Corp	N/A	—	7,801	-7,801	-100%	$926.5K	—	—	—
Summitry LLC	N/A	—	7,553	-7,553	-100%	$897.1K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	7,109	-7,109	-100%	$844.3K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	6,715	-6,715	-100%	$797.5K	—	—	—
Fieldview Capital Management, LLC	N/A	—	6,527	-6,527	-100%	$775.2K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	6,396	-6,396	-100%	$759.7K	—	—	—
Engineers Gate Manager LP	N/A	—	6,173	-6,173	-100%	$733.2K	—	—	—
&partners	N/A	—	6,144	-6,144	-100%	$729.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	5,810	-5,810	-100%	$690.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,750	-5,750	-100%	$682.9K	—	—	—
HighTower Advisors, LLC	N/A	—	5,670	-5,670	-100%	$673.4K	—	—	—
Canada Life Assurance Co	N/A	—	5,475	-5,475	-100%	$649.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,297	-5,297	-100%	$629.1K	—	—	—
CreativeOne Wealth, LLC	N/A	—	5,125	-5,125	-100%	$608.7K	—	—	—
Nicolet Bankshares Inc	N/A	—	5,048	-5,048	-100%	$545.6K	—	—	—
Leavell Investment Management, Inc.	N/A	—	5,000	-5,000	-100%	$593.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	4,878	-4,878	-100%	$579.4K	—	—	—
Arkadios Wealth Advisors	N/A	—	4,846	-4,846	-100%	$575.6K	—	—	—
Treasurer of the State of North Carolina	N/A	—	4,831	-4,831	-100%	$574.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,670	-4,670	-100%	$554.7K	—	—	—
Alamea Verwaltungs GmbH	N/A	—	4,548	-4,548	-100%	$540.2K	—	—	—
Advisory Services Network, LLC	N/A	—	4,541	-4,541	-100%	$539.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,393	-4,393	-100%	$521.8K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	4,350	-4,350	-100%	$516.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	4,261	-4,261	-100%	$506.1K	—	—	—
Xcelsior Advisor Partners LLC	N/A	—	4,201	-4,201	-100%	$499.0K	—	—	—
Bridges Investment Management Inc	N/A	—	4,190	-4,190	-100%	$497.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,160	-4,160	-100%	$494.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,030	-4,030	-100%	$479.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	4,017	-4,017	-100%	$477.1K	—	—	—
Harbour Wealth Management Group, Inc.	N/A	—	3,806	-3,806	-100%	$452.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,795	-3,795	-100%	$450.7K	—	—	—
Wealth Alliance, LLC	N/A	—	3,627	-3,627	-100%	$430.8K	—	—	—
Brookwood Investment Group LLC	N/A	—	3,580	-3,580	-100%	$425.2K	—	—	—
MML Investors Services, LLC	N/A	—	3,514	-3,514	-100%	$417.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	3,452	-3,452	-100%	$410.0K	—	—	—
Two Sigma Investments, LP	N/A	—	3,385	-3,385	-100%	$402.0K	—	—	—
Harvest Investment Services, LLC	N/A	—	3,383	-3,383	-100%	$401.8K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	3,356	-3,356	-100%	$398.6K	—	—	—
Blueshift Asset Management, LLC	N/A	—	3,318	-3,318	-100%	$394.1K	—	—	—
SG Americas Securities, LLC	N/A	—	2,978	-2,978	-100%	$354.0K	—	—	—
Marble Wealth, LLC	N/A	—	2,975	-2,975	-100%	$353.3K	—	—	—
Sound Capital Solutions LLC	N/A	—	2,964	-2,964	-100%	$352.0K	—	—	—
Optimize Financial Inc.	N/A	—	2,964	-2,964	-100%	$352.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,935	-2,935	-100%	$349.0K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	2,822	-2,822	-100%	$335.2K	—	—	—
Aquatic Capital Management LLC	N/A	—	2,802	-2,802	-100%	$332.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,731	-2,731	-100%	$324.4K	—	—	—
DnB Asset Management AS	N/A	—	2,671	-2,671	-100%	$317.2K	—	—	—
AXQ Capital, LP	N/A	—	2,626	-2,626	-100%	$311.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,502	-2,502	-100%	$297.2K	—	—	—
QRG Capital Management, Inc.	N/A	—	2,436	-2,436	-100%	$289.3K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	2,373	-2,373	-100%	$281.8K	—	—	—
NewEdge Wealth, LLC	N/A	—	2,335	-2,335	-100%	$277.3K	—	—	—
Marco Investment Management LLC	N/A	—	2,251	-2,251	-100%	$267.4K	—	—	—
Ground Swell Capital, LLC	N/A	—	2,194	-2,194	-100%	$260.6K	—	—	—
Nykredit A/S	N/A	—	2,182	-2,182	-100%	$259.2K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	2,160	-2,160	-100%	$256.5K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	2,151	-2,151	-100%	$255.5K	—	—	—
M&T Bank Corp	N/A	—	2,150	-2,150	-100%	$255.6K	—	—	—
Morse Asset Management, Inc	N/A	—	2,102	-2,102	-100%	$249.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,041	-2,041	-100%	$242.4K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	2,000	-2,000	-100%	$237.5K	—	—	—
SBI Okasan Asset Management Co.Ltd.	N/A	—	2,000	-2,000	-100%	$240.4K	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	1,903	-1,903	-100%	$226.0K	—	—	—
Tradition Wealth Management, LLC	N/A	—	1,873	-1,873	-100%	$222.5K	—	—	—
Hardy Reed LLC	N/A	—	1,815	-1,815	-100%	$215.6K	—	—	—
Kapstone Financial Advisors LLC	N/A	—	1,800	-1,800	-100%	$213.8K	—	—	—
Amundi	N/A	—	1,699	-1,699	-100%	$201.8K	—	—	—
Huntington National Bank	N/A	—	1,328	-1,328	-100%	$157.7K	—	—	—
Arax Advisory Partners	N/A	—	1,269	-1,269	-100%	$150.7K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	1,110	-1,110	-100%	$131.8K	—	—	—
Allworth Financial LP	N/A	—	1,015	-1,015	-100%	$120.6K	—	—	—
Brown Brothers Harriman & Co	N/A	—	957	-957	-100%	$113.7K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	611	-611	-100%	$72.6K	—	—	—
GW&K Investment Management, LLC	N/A	—	508	-508	-100%	$60.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	439	-439	-100%	$52.1K	—	—	—
USA Financial Formulas	N/A	—	390	-390	-100%	$46.3K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	298	-298	-100%	$35.4K	—	—	—
Optiver Holding B.V.	N/A	—	285	-285	-100%	$33.8K	—	—	—
Quantbot Technologies LP	N/A	—	258	-258	-100%	$30.6K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	238	-238	-100%	$28.3K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	200	-200	-100%	$23.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	184	-184	-100%	$21.9K	—	—	—
Whittier Trust Co	N/A	—	153	-153	-100%	$16.5K	—	—	—
Bogart Wealth, LLC	N/A	—	121	-121	-100%	$14.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	113	-113	-100%	$13.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	103	-103	-100%	$12.2K	—	—	—
Rothschild Investment LLC	N/A	—	94	-94	-100%	$11.2K	—	—	—
TD Capital Management LLC	N/A	—	82	-82	-100%	$9.7K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	79	-79	-100%	$9.4K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	75	-75	-100%	$8.9K	—	—	—
Zions Bancorporation, National Association	N/A	—	52	-52	-100%	$6.2K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	41	-41	-100%	$4.9K	—	—	—
Kilter Group LLC	N/A	—	30	-30	-100%	$3.6K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	23	-23	-100%	$2.7K	—	—	—
Marshall Investment Management, LLC	N/A	—	18	-18	-100%	$2.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	11	-11	-100%	$1.2K	—	—	—
CVA Family Office, LLC	N/A	—	7	-7	-100%	$831	—	—	—
HFM Investment Advisors, LLC	N/A	—	6	-6	-100%	$713	—	—	—
Clearstead Advisors, LLC	N/A	—	3	-3	-100%	$357	—	—	—
Rialto Wealth Management, LLC	N/A	—	2	-2	-100%	$238	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$119	—	—	—
Harbour Investments, Inc.	N/A	—	1	-1	-100%	$119	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$140	—	—	—
Nomura Asset Management Co LTD	N/A	—	0	0	—	$0	—	—	—

Showing 398 of 398 institutions