Diodes Inc (DIOD)

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

INCREASED

Shares2,223,815 from 2,200,506

Change+23,309 (+1%)

Value$215.2M (-$25.6M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares1,649,149 from 1,647,832

Change+1,317 (+0%)

Value$159.6M (-$20.7M)

Filed 2026-11-06

William Blair Investment Management, LLC

DECREASED

Shares1,496,460 from 1,682,686

Change-186,226 (-11%)

Value$144.8M (-$39.3M)

Filed 2026-11-06

Artemis Investment Management LLP

INCREASED

Shares450,633 from 351,347

Change+99,286 (+28%)

Value$43.6M (+$5.2M)

Filed 2026-10-08

Channing Capital Management, LLC

NEW

Shares420,188

Change+420,188

Value$40.7M

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares344,526 from 378,480

Change-33,954 (-9%)

Value$33.3M (-$8.1M)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares317,296 from 224,127

Change+93,169 (+42%)

Value$30.7M (+$6.2M)

Filed 2026-11-02

Tributary Capital Management, LLC

DECREASED

Shares222,712 from 328,249

Change-105,537 (-32%)

Value$21.6M (-$14.4M)

Filed 2026-10-28

Russell Investments Group, Ltd.

INCREASED

Shares149,867 from 135,343

Change+14,524 (+11%)

Value$14.5M (-$306.3K)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

DECREASED

Shares144,682 from 178,514

Change-33,832 (-19%)

Value$14.1M (-$4.7M)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares140,448 from 30,117

Change+110,331 (+366%)

Value$13.6M (+$10.3M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares102,838 from 94,687

Change+8,151 (+9%)

Value$10.0M (-$408.9K)

Filed 2026-11-02

Bridge City Capital, LLC

INCREASED

Shares98,782 from 86,531

Change+12,251 (+14%)

Value$9.6M (+$91.2K)

Filed 2026-10-29

Deutsche Bank Ag\

INCREASED

Shares89,477 from 48,901

Change+40,576 (+83%)

Value$8.7M (+$3.3M)

Filed 2026-11-06

Wedge Capital Management L L P

INCREASED

Shares85,608 from 75,885

Change+9,723 (+13%)

Value$8.3M (-$18.9K)

Filed 2026-10-13

Andar Capital Management HK Ltd

UNCHANGED

Shares80,000 from 80,000

Change0 (0%)

Value$7.7M (-$1.0M)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares72,764 from 33,426

Change+39,338 (+118%)

Value$7.0M (+$3.4M)

Filed 2026-11-04

New York State Teachers Retirement System

DECREASED

Shares51,456 from 52,699

Change-1,243 (-2%)

Value$5.0M (-$787.0K)

Filed 2026-10-22

Essex Investment Management Co LLC

DECREASED

Shares45,241 from 46,732

Change-1,491 (-3%)

Value$4.4M (-$735.5K)

Filed 2026-10-19

Thrivent Financial for Lutherans

INCREASED

Shares42,570 from 37,511

Change+5,059 (+13%)

Value$4.1M (+$15.0K)

Filed 2026-11-05

Lisanti Capital Growth, LLC

NEW

Shares42,020

Change+42,020

Value$4.1M

Filed 2026-11-05

Mutual of America Capital Management LLC

DECREASED

Shares36,773 from 36,780

Change-7 (0%)

Value$3.6M (-$465.9K)

Filed 2026-10-23

Fifth Third Bancorp

DECREASED

Shares35,837 from 42,422

Change-6,585 (-16%)

Value$3.5M (-$1.2M)

Filed 2026-11-05

MacKenzie Financial Corp

INCREASED

Shares30,940 from 18,971

Change+11,969 (+63%)

Value$3.0M (+$918.5K)

Filed 2026-11-02

Oliver Luxxe Assets LLC

INCREASED

Shares24,321 from 24,258

Change+63 (+0%)

Value$2.4M (-$300.8K)

Filed 2026-10-14

Diversified Trust Co

INCREASED

Shares24,091 from 23,323

Change+768 (+3%)

Value$2.3M (-$220.7K)

Filed 2026-11-06

Illinois Municipal Retirement Fund

DECREASED

Shares23,777 from 25,399

Change-1,622 (-6%)

Value$2.3M (-$478.3K)

Filed 2026-11-05

Great Lakes Advisors, LLC

DECREASED

Shares23,615 from 37,584

Change-13,969 (-37%)

Value$2.3M (-$1.8M)

Filed 2026-11-06

Strs Ohio

INCREASED

Shares21,700 from 14,500

Change+7,200 (+50%)

Value$2.1M (+$513.5K)

Filed 2026-10-30

Y-Intercept (Hong Kong) Ltd

NEW

Shares21,418

Change+21,418

Value$2.1M

Filed 2026-10-16

Louisiana State Employees Retirement System

DECREASED

Shares19,600 from 20,100

Change-500 (-2%)

Value$1.9M (-$302.7K)

Filed 2026-10-20

Oppenheimer Asset Management Inc.

INCREASED

Shares19,017 from 15,959

Change+3,058 (+19%)

Value$1.8M (+$94.1K)

Filed 2026-10-27

Cambiar Investors LLC

DECREASED

Shares17,811 from 20,311

Change-2,500 (-12%)

Value$1.7M (-$498.9K)

Filed 2026-11-04

LPL Financial LLC

DECREASED

Shares17,322 from 21,011

Change-3,689 (-18%)

Value$1.7M (-$622.8K)

Filed 2026-11-06

US Bancorp \de\

DECREASED

Shares15,777 from 16,335

Change-558 (-3%)

Value$1.5M (-$260.6K)

Filed 2026-11-05

Azzad Asset Management Inc

DECREASED

Shares15,429 from 21,847

Change-6,418 (-29%)

Value$1.5M (-$897.5K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

INCREASED

Shares14,947 from 14,581

Change+366 (+3%)

Value$1.4M (-$149.0K)

Filed 2026-10-20

Park Avenue Securities LLC

INCREASED

Shares14,823 from 12,966

Change+1,857 (+14%)

Value$1.4M (+$16.0K)

Filed 2026-10-26

State of New Jersey Common Pension Fund D

DECREASED

Shares14,467 from 14,504

Change-37 (0%)

Value$1.4M (-$187.1K)

Filed 2026-11-05

Arizona State Retirement System

INCREASED

Shares12,622 from 12,377

Change+245 (+2%)

Value$1.2M (-$132.9K)

Filed 2026-11-03

Fulcrum Asset Management LLP

INCREASED

Shares12,258 from 1,380

Change+10,878 (+788%)

Value$1.2M (+$1.0M)

Filed 2026-11-04

Amalgamated Bank

DECREASED

Shares11,938 from 12,344

Change-406 (-3%)

Value$1.2M (-$196.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares11,667 from 12,336

Change-669 (-5%)

Value$1.1M (-$220.8K)

Filed 2026-10-22

Trust Investment Advisors

NEW

Shares11,435

Change+11,435

Value$1.1M

Filed 2026-10-20

Altfest L J & Co Inc

INCREASED

Shares11,106 from 7,164

Change+3,942 (+55%)

Value$1.1M (+$290.9K)

Filed 2026-10-27

Unison Advisors LLC

UNCHANGED

Shares10,975 from 10,975

Change0 (0%)

Value$1.1M (-$138.8K)

Filed 2026-10-29

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares10,850 from 10,895

Change-45 (0%)

Value$1.1M (-$142.2K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

UNCHANGED

Shares10,377 from 10,377

Change0 (0%)

Value$1.0M (-$131.3K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares10,270 from 6,696

Change+3,574 (+53%)

Value$994.0K (+$261.2K)

Filed 2026-11-05

Choreo, LLC

INCREASED

Shares9,946 from 9,690

Change+256 (+3%)

Value$962.7K (-$97.7K)

Filed 2026-10-28

Amundi

DECREASED

Shares9,614 from 10,099

Change-485 (-5%)

Value$930.5K (-$174.7K)

Filed 2026-11-06

Evergreen Capital Management LLC

DECREASED

Shares9,606 from 9,626

Change-20 (0%)

Value$929.8K (-$123.7K)

Filed 2026-10-23

Calamos Advisors LLC

DECREASED

Shares8,009 from 20,181

Change-12,172 (-60%)

Value$775.2K (-$1.4M)

Filed 2026-11-02

Leuthold Group, LLC

INCREASED

Shares7,844 from 4,779

Change+3,065 (+64%)

Value$759.2K (+$236.2K)

Filed 2026-11-04

State of Alaska, Department of Revenue

DECREASED

Shares7,737 from 17,105

Change-9,368 (-55%)

Value$748.0K (-$1.1M)

Filed 2026-10-15

Forum Financial Management, LP

INCREASED

Shares7,288 from 7,285

Change+3 (+0%)

Value$705.4K (-$91.9K)

Filed 2026-10-16

Achmea Investment Management B.V.

NEW

Shares7,149

Change+7,149

Value$692.5K

Filed 2026-10-30

Washington Capital Management, Inc

INCREASED

Shares6,982 from 6,700

Change+282 (+4%)

Value$675.8K (-$57.5K)

Filed 2026-10-19

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

NEW

Shares6,917

Change+6,917

Value$669.5K

Filed 2026-10-27

Cornerstone Wealth Management, LLC

INCREASED

Shares6,910 from 6,890

Change+20 (+0%)

Value$668.9K (-$85.2K)

Filed 2026-11-04

Pictet Asset Management Holding SA

UNCHANGED

Shares6,731 from 6,731

Change0 (0%)

Value$651.5K (-$85.1K)

Filed 2026-11-03

Inspire Investing, LLC

INCREASED

Shares6,552 from 6,227

Change+325 (+5%)

Value$634.2K (-$47.3K)

Filed 2026-10-22

Maxi Investments CY Ltd

INCREASED

Shares6,482 from 4,666

Change+1,816 (+39%)

Value$627.0K (+$116.0K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

INCREASED

Shares6,378 from 6,201

Change+177 (+3%)

Value$617.3K (-$61.3K)

Filed 2026-11-02

ProShare Advisors LLC

DECREASED

Shares6,310 from 6,564

Change-254 (-4%)

Value$610.7K (-$107.6K)

Filed 2026-10-29

LSV Asset Management

INCREASED

Shares6,200 from 4,600

Change+1,600 (+35%)

Value$600.0K (+$97.0K)

Filed 2026-11-06

Summit Global Investments

DECREASED

Shares6,167 from 12,530

Change-6,363 (-51%)

Value$597.0K (-$774.0K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares6,025 from 5,302

Change+723 (+14%)

Value$579.8K (+$68.8K)

Filed 2026-10-13

AMI Asset Management Corp

NEW

Shares5,968

Change+5,968

Value$577.6K

Filed 2026-10-20

PNC Financial Services Group, Inc.

DECREASED

Shares5,772 from 6,548

Change-776 (-12%)

Value$558.7K (-$157.9K)

Filed 2026-11-06

Shaker Investments LLC

DECREASED

Shares5,642 from 5,683

Change-41 (-1%)

Value$546.1K (-$75.9K)

Filed 2026-11-05

Virginia Retirement Systems ET Al

INCREASED

Shares5,600 from 4,000

Change+1,600 (+40%)

Value$542.0K (+$104.3K)

Filed 2026-10-28

Jackson Creek Investment Advisors LLC

DECREASED

Shares5,322 from 5,341

Change-19 (0%)

Value$515.0K (+$514.6K)

Filed 2026-11-04

Exchange Traded Concepts, LLC

INCREASED

Shares5,317 from 2,442

Change+2,875 (+118%)

Value$514.6K (+$247.4K)

Filed 2026-10-28

Swiss Life Asset Management Ltd

UNCHANGED

Shares5,186 from 5,186

Change0 (0%)

Value$502.0K (-$65.6K)

Filed 2026-11-03

Vise Technologies, Inc.

INCREASED

Shares4,431 from 3,585

Change+846 (+24%)

Value$428.9K (+$36.5K)

Filed 2026-10-29

Xponance LLC

DECREASED

Shares4,385 from 4,546

Change-161 (-4%)

Value$424.4K (-$73.1K)

Filed 2026-11-03

CIBC Asset Management Inc

DECREASED

Shares4,289 from 4,367

Change-78 (-2%)

Value$415.1K (-$62.8K)

Filed 2026-11-05

Trust Point Inc.

DECREASED

Shares4,185 from 4,320

Change-135 (-3%)

Value$405.1K (-$67.7K)

Filed 2026-10-27

Gamma Investing LLC

INCREASED

Shares4,165 from 3,495

Change+670 (+19%)

Value$403.1K (+$20.6K)

Filed 2026-10-08

Integral Investment Advisors, Inc.

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$387.2K (-$50.6K)

Filed 2026-11-03

Ashton Thomas Private Wealth, LLC

DECREASED

Shares3,530 from 4,719

Change-1,189 (-25%)

Value$341.7K (-$174.8K)

Filed 2026-11-03

Signaturefd, LLC

INCREASED

Shares3,476 from 3,199

Change+277 (+9%)

Value$336.5K (-$13.7K)

Filed 2026-10-23

Praxis Investment Management Inc

UNCHANGED

Shares3,199 from 3,199

Change0 (0%)

Value$310.0K (-$40.0K)

Filed 2026-11-03

J. Team Financial, Inc.

UNCHANGED

Shares3,090 from 3,090

Change0 (0%)

Value$299.1K (-$39.1K)

Filed 2026-11-03

Quadrant Capital Group LLC

DECREASED

Shares3,081 from 4,380

Change-1,299 (-30%)

Value$279.5K (-$199.8K)

Filed 2026-10-20

Everhart Financial Group, Inc.

DECREASED

Shares3,002 from 3,026

Change-24 (-1%)

Value$290.6K (-$40.6K)

Filed 2026-10-08

Legacy Capital Wealth Partners, LLC

DECREASED

Shares2,798 from 3,040

Change-242 (-8%)

Value$270.8K (-$61.9K)

Filed 2026-10-21

Crossmark Global Holdings, Inc.

DECREASED

Shares2,689 from 2,805

Change-116 (-4%)

Value$260.3K (-$46.7K)

Filed 2026-10-21

Abel Hall, LLC

DECREASED

Shares2,621 from 2,622

Change-1 (0%)

Value$253.7K (-$33.3K)

Filed 2026-10-19

Merit Financial Group, LLC

INCREASED

Shares2,560 from 2,064

Change+496 (+24%)

Value$247.8K (+$21.9K)

Filed 2026-11-06

SEB Asset Management AB

NEW

Shares2,550

Change+2,550

Value$246.8K

Filed 2026-11-04

Earned Wealth Advisors, LLC

NEW

Shares2,402

Change+2,402

Value$232.5K

Filed 2026-11-06

Olympiad Research LP

NEW

Shares2,252

Change+2,252

Value$218.0K

Filed 2026-11-04

Ethic Inc.

INCREASED

Shares2,242 from 1,943

Change+299 (+15%)

Value$217.0K (+$4.3K)

Filed 2026-11-03

First Citizens Bank & Trust Co

DECREASED

Shares2,227 from 5,736

Change-3,509 (-61%)

Value$215.6K (-$412.2K)

Filed 2026-10-14

Sage Rhino Capital LLC

INCREASED

Shares2,101 from 2,084

Change+17 (+1%)

Value$203.4K (-$24.7K)

Filed 2026-10-28

Profund Advisors LLC

DECREASED

Shares2,087 from 2,152

Change-65 (-3%)

Value$202.0K (-$33.5K)

Filed 2026-10-29

Versant Capital Management, Inc

DECREASED

Shares1,978 from 1,980

Change-2 (0%)

Value$191.5K (-$25.2K)

Filed 2026-10-02

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,518 from 1,480

Change+38 (+3%)

Value$146.9K (-$15.0K)

Filed 2026-10-27

Heritage Family Offices, LLP

DECREASED

Shares1,485 from 2,113

Change-628 (-30%)

Value$143.7K (-$87.5K)

Filed 2026-11-02

KBC Group NV

UNCHANGED

Shares1,484 from 1,484

Change0 (0%)

Value$144.0K (-$18.0K)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares1,403 from 305

Change+1,098 (+360%)

Value$135.8K (+$102.4K)

Filed 2026-10-22

Allworth Financial LP

INCREASED

Shares1,367 from 1,291

Change+76 (+6%)

Value$149.6K (+$8.3K)

Filed 2026-11-06

Nykredit A/S

UNCHANGED

Shares1,230 from 1,230

Change0 (0%)

Value$119.1K (-$15.6K)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

NEW

Shares1,196

Change+1,196

Value$115.8K

Filed 2026-10-29

Rothwell Investment Advisors, LLC

NEW

Shares1,108

Change+1,108

Value$107.2K

Filed 2026-11-06

Parallel Advisors, LLC

INCREASED

Shares1,095 from 1,052

Change+43 (+4%)

Value$106.0K (-$9.1K)

Filed 2026-11-03

Bayforest Capital Ltd

NEW

Shares843

Change+843

Value$81.6K

Filed 2026-11-03

Salomon & Ludwin, LLC

DECREASED

Shares621 from 630

Change-9 (-1%)

Value$60.1K (-$6.3K)

Filed 2026-10-29

UMB Bank, n.a.

INCREASED

Shares560 from 505

Change+55 (+11%)

Value$54.2K (-$1.1K)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares543 from 391

Change+152 (+39%)

Value$52.6K (+$10.1K)

Filed 2026-10-08

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares490 from 457

Change+33 (+7%)

Value$47.4K (-$2.6K)

Filed 2026-10-05

Simplex Trading, LLC

DECREASED

Shares457 from 751

Change-294 (-39%)

Value$44.2K (-$38.0K)

Filed 2026-11-04

Owl Creek Wealth Partners LLC

INCREASED

Shares440 from 410

Change+30 (+7%)

Value$42.6K (-$2.3K)

Filed 2026-10-20

Summit Securities Group LLC

NEW

Shares349

Change+349

Value$33.8K

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares291 from 224

Change+67 (+30%)

Value$28.2K (+$3.7K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares288

Change+288

Value$27.9K

Filed 2026-10-21

Carolina Wealth Advisors, LLC

INCREASED

Shares262 from 141

Change+121 (+86%)

Value$25.4K (+$9.9K)

Filed 2026-10-23

Larson Financial Group LLC

DECREASED

Shares259 from 964

Change-705 (-73%)

Value$25.1K (-$80.4K)

Filed 2026-11-05

Private Trust Co NA

DECREASED

Shares249 from 336

Change-87 (-26%)

Value$24.1K (-$12.7K)

Filed 2026-10-20

Eurizon Capital SGR S.p.A.

NEW

Shares248

Change+248

Value$24.1K

Filed 2026-11-06

Bare Financial Services, Inc

DECREASED

Shares218 from 245

Change-27 (-11%)

Value$21.1K (-$5.7K)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares215 from 215

Change0 (0%)

Value$20.8K (-$2.7K)

Filed 2026-10-16

Spire Wealth Management

INCREASED

Shares214 from 5

Change+209 (+4180%)

Value$20.7K (+$20.2K)

Filed 2026-10-30

Reap Financial Group, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$19.4K (-$2.5K)

Filed 2026-11-02

Harbor Capital Advisors, Inc.

NEW

Shares197

Change+197

Value$19.0K

Filed 2026-10-22

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$15.5K (-$2.0K)

Filed 2026-11-05

Private Wealth Management Group, LLC

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$14.7K (-$1.9K)

Filed 2026-10-19

Zions Bancorporation, National Association

INCREASED

Shares147 from 103

Change+44 (+43%)

Value$14.2K (+$3.0K)

Filed 2026-11-06

Bell Investment Advisors, Inc

INCREASED

Shares132 from 128

Change+4 (+3%)

Value$12.8K (-$1.2K)

Filed 2026-10-29

Fortitude Family Office, LLC

INCREASED

Shares130 from 41

Change+89 (+217%)

Value$12.6K (+$8.1K)

Filed 2026-10-14

J.Safra Asset Management Corp

INCREASED

Shares127 from 53

Change+74 (+140%)

Value$12.3K (+$6.5K)

Filed 2026-11-03

SJS Investment Consulting Inc.

INCREASED

Shares107 from 35

Change+72 (+206%)

Value$10.4K (+$6.5K)

Filed 2026-10-26

Parkside Financial Bank & Trust

DECREASED

Shares98 from 730

Change-632 (-87%)

Value$9.5K (-$70.4K)

Filed 2026-10-27

Mather Group, Llc.

NEW

Shares97

Change+97

Value$9.4K

Filed 2026-10-14

Essential Partners LLC

INCREASED

Shares93 from 79

Change+14 (+18%)

Value$9.0K (+$355)

Filed 2026-10-14

Covestor Ltd

DECREASED

Shares82 from 142

Change-60 (-42%)

Value$8.0K (+$8.0K)

Filed 2026-10-30

Blue Trust, Inc.

INCREASED

Shares81 from 59

Change+22 (+37%)

Value$7.8K (+$1.4K)

Filed 2026-10-15

Toth Financial Advisory Corp

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$7.7K (-$1.0K)

Filed 2026-10-08

Pacific Center for Financial Services

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$7.5K (-$974)

Filed 2026-10-15

Avion Wealth

INCREASED

Shares74 from 61

Change+13 (+21%)

Value$7 (+$1)

Filed 2026-11-04

Ascentis Wealth Management, LLC

NEW

Shares66

Change+66

Value$6.4K

Filed 2026-11-03

Elyxium Wealth, LLC

NEW

Shares63

Change+63

Value$6.1K

Filed 2026-10-27

Proathlete Wealth Management LLC

NEW

Shares58

Change+58

Value$5.6K

Filed 2026-10-15

SBI Securities Co., Ltd.

INCREASED

Shares58 from 13

Change+45 (+346%)

Value$5.6K (+$4.2K)

Filed 2026-10-22

Creative Capital Management Investments LLC

INCREASED

Shares57 from 17

Change+40 (+235%)

Value$5.5K (+$3.7K)

Filed 2026-10-28

UMB Private Wealth Management, LLC

NEW

Shares56

Change+56

Value$5.4K

Filed 2026-10-19

Physician Wealth Advisors, Inc.

INCREASED

Shares51 from 25

Change+26 (+104%)

Value$4.9K (+$2.2K)

Filed 2026-10-20

Wolff Wiese Magana LLC

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$4.9K (-$645)

Filed 2026-10-15

Pension & Wealth Management Advisors, Inc.

NEW

Shares50

Change+50

Value$4.8K

Filed 2026-10-16

MJT & Associates Financial Advisory Group, Inc.

DECREASED

Shares45 from 65

Change-20 (-31%)

Value$4.4K (-$2.8K)

Filed 2026-10-07

Farmers & Merchants Investments Inc

INCREASED

Shares44 from 31

Change+13 (+42%)

Value$4.3K (+$866)

Filed 2026-10-22

WPG Advisers, LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$4.0K (-$519)

Filed 2026-10-27

JFS Wealth Advisors, LLC

DECREASED

Shares38 from 44

Change-6 (-14%)

Value$3.7K (-$1.1K)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares33

Change+33

Value$3.2K

Filed 2026-10-30

Assetmark, Inc

INCREASED

Shares30 from 13

Change+17 (+131%)

Value$2.9K (+$1.5K)

Filed 2026-10-21

Manchester Capital Management LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$2.6K (-$341)

Filed 2026-10-22

Clearstead Advisors, LLC

DECREASED

Shares25 from 58

Change-33 (-57%)

Value$2.4K (-$3.9K)

Filed 2026-11-06

Torren Management, LLC

DECREASED

Shares25 from 51

Change-26 (-51%)

Value$2.4K (-$3.2K)

Filed 2026-10-29

GHP Investment Advisors, Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$2.4K (-$316)

Filed 2026-10-15

Retirement Wealth Solutions LLC

DECREASED

Shares21 from 28

Change-7 (-25%)

Value$2.0K (-$1.0K)

Filed 2026-10-07

Hughes Financial Services, LLC

INCREASED

Shares17 from 11

Change+6 (+55%)

Value$1.5K (+$289)

Filed 2026-10-30

Birch Financial Group, LLC

NEW

Shares14

Change+14

Value$1.3K

Filed 2026-10-27

Ares Financial Consulting, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.4K (-$177)

Filed 2026-10-19

Triumph Capital Management

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.3K (-$165)

Filed 2026-10-14

Bay Harbor Wealth Management, LLC

INCREASED

Shares12 from 10

Change+2 (+20%)

Value$1.2K (+$67)

Filed 2026-11-03

Valley National Advisers Inc

NEW

Shares11

Change+11

Value$1.1K

Filed 2026-10-23

TD Private Client Wealth LLC

NEW

Shares10

Change+10

Value$968

Filed 2026-10-28

Noble Wealth Management PBC

NEW

Shares10

Change+10

Value$968

Filed 2026-10-01

DiNuzzo Private Wealth, Inc.

DECREASED

Shares10 from 11

Change-1 (-9%)

Value$968 (-$236)

Filed 2026-10-16

North Star Investment Management Corp.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$968 (-$126)

Filed 2026-10-27

CoreCap Advisors, LLC

NEW

Shares9

Change+9

Value$871

Filed 2026-10-08

Ascentis Independent Advisors

NEW

Shares9

Change+9

Value$871

Filed 2026-11-03

Burk Holdings LLC

NEW

Shares8

Change+8

Value$774

Filed 2026-11-05

Capital Advisors, Ltd. LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$1 ($0)

Filed 2026-10-27

Gilpin Wealth Management, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$678 (-$89)

Filed 2026-10-09

Silver Grove Financial Group, Inc.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$678 (-$88)

Filed 2026-11-05

Rossby Financial, LCC

NEW

Shares4

Change+4

Value$387

Filed 2026-11-05

Financial Consulate, Inc

NEW

Shares3

Change+3

Value$291

Filed 2026-10-23

Mascoma Wealth Management LLC

DECREASED

Shares3 from 38

Change-35 (-92%)

Value$290 (-$3.9K)

Filed 2026-10-23

DecisionPoint Financial, LLC

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$293 (+$82)

Filed 2026-10-27

Abound Wealth Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$194 (-$25)

Filed 2026-10-26

IMG Wealth Management, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$194 (-$25)

Filed 2026-10-27

Monetary Solutions, Ltd

NEW

Shares1

Change+1

Value$97

Filed 2026-10-22

Signature Resources Capital Management, LLC

NEW

Shares1

Change+1

Value$97

Filed 2026-10-16

Davis Capital Management

DECREASED

Shares1 from 3

Change-2 (-67%)

Value$97 (-$231)

Filed 2026-10-08

James T. Borello RIA

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$97 (-$12)

Filed 2026-10-16

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$97 (-$13)

Filed 2026-10-15

Pacific Excel Wealth Advisors, Inc.

CLOSED

Shares0 from 2,113

Change-2,113 (-100%)

Value$0 (-$231.2K)

Filed 2026-10-27

State of Wyoming

CLOSED

Shares0 from 1,004

Change-1,004 (-100%)

Value$0 (-$109.9K)

Filed 2026-10-28

Buck Wealth Strategies, LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$6.6K)

Filed 2026-10-28

Strengthening Families & Communities, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-21

Cornerstone Planning Group LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$950)

Filed 2026-10-16

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-06

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

TFC Financial Management, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$110)

Filed 2026-10-26

BlackRock, Inc.

N/A

Shares— from 7,345,758

Change-7,345,758 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,380,124

Change-4,380,124 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,742,338

Change-3,742,338 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,605,247

Change-2,605,247 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,994,456

Change-1,994,456 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,045,681

Change-1,045,681 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 976,111

Change-976,111 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 964,595

Change-964,595 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 889,222

Change-889,222 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 806,886

Change-806,886 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 728,885

Change-728,885 (-100%)

Value—

Global Alpha Capital Management Ltd.

N/A

Shares— from 578,999

Change-578,999 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 574,559

Change-574,559 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 507,594

Change-507,594 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 480,789

Change-480,789 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 460,743

Change-460,743 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 443,716

Change-443,716 (-100%)

Value—

Oberweis Asset Management Inc/

N/A

Shares— from 413,750

Change-413,750 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 358,368

Change-358,368 (-100%)

Value—

Boston Partners

N/A

Shares— from 357,679

Change-357,679 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 345,473

Change-345,473 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 338,980

Change-338,980 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 323,459

Change-323,459 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 308,948

Change-308,948 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 246,161

Change-246,161 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 233,396

Change-233,396 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 223,146

Change-223,146 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 221,380

Change-221,380 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 195,305

Change-195,305 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 180,071

Change-180,071 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 172,253

Change-172,253 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 172,185

Change-172,185 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 164,880

Change-164,880 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 162,547

Change-162,547 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 157,870

Change-157,870 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 155,747

Change-155,747 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 136,505

Change-136,505 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 135,612

Change-135,612 (-100%)

Value—

G2 Investment Partners Management LLC

N/A

Shares— from 129,930

Change-129,930 (-100%)

Value—

UBS Group AG

N/A

Shares— from 123,662

Change-123,662 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 122,810

Change-122,810 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 121,386

Change-121,386 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 117,665

Change-117,665 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 117,481

Change-117,481 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 110,042

Change-110,042 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 108,160

Change-108,160 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 98,754

Change-98,754 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 98,146

Change-98,146 (-100%)

Value—

Scalar Gauge Management, LLC

N/A

Shares— from 93,000

Change-93,000 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 92,395

Change-92,395 (-100%)

Value—

Intrinsic Edge Capital Management LLC

N/A

Shares— from 90,000

Change-90,000 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 90,000

Change-90,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 84,693

Change-84,693 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 83,166

Change-83,166 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 78,903

Change-78,903 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 77,730

Change-77,730 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 72,420

Change-72,420 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 72,302

Change-72,302 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 64,530

Change-64,530 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 62,330

Change-62,330 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 62,272

Change-62,272 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 53,444

Change-53,444 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 49,142

Change-49,142 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 48,715

Change-48,715 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 46,218

Change-46,218 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 46,014

Change-46,014 (-100%)

Value—

Prospect Capital Advisors, LLC

N/A

Shares— from 44,550

Change-44,550 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 44,470

Change-44,470 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 41,879

Change-41,879 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 38,726

Change-38,726 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 38,453

Change-38,453 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 37,520

Change-37,520 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 37,185

Change-37,185 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 34,600

Change-34,600 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 34,531

Change-34,531 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 34,138

Change-34,138 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 33,885

Change-33,885 (-100%)

Value—

OAK Associates LTD

N/A

Shares— from 33,020

Change-33,020 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 30,924

Change-30,924 (-100%)

Value—

Easterly Investment Partners LLC

N/A

Shares— from 29,646

Change-29,646 (-100%)

Value—

J. Goldman & Co LP

N/A

Shares— from 26,573

Change-26,573 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 26,531

Change-26,531 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 24,239

Change-24,239 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 23,851

Change-23,851 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 23,569

Change-23,569 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 23,000

Change-23,000 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 22,713

Change-22,713 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 22,595

Change-22,595 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 21,196

Change-21,196 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 21,054

Change-21,054 (-100%)

Value—

Deeter Investments LLP

N/A

Shares— from 20,469

Change-20,469 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 19,100

Change-19,100 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 18,620

Change-18,620 (-100%)

Value—

Sovereign's Capital Management, LLC

N/A

Shares— from 18,561

Change-18,561 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 18,521

Change-18,521 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 18,451

Change-18,451 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 17,818

Change-17,818 (-100%)

Value—

Man Group plc

N/A

Shares— from 17,123

Change-17,123 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 16,967

Change-16,967 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 16,636

Change-16,636 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 16,268

Change-16,268 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 15,645

Change-15,645 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 15,194

Change-15,194 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 15,165

Change-15,165 (-100%)

Value—

Blair William & Co

N/A

Shares— from 13,960

Change-13,960 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 13,575

Change-13,575 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 12,386

Change-12,386 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 12,209

Change-12,209 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 11,912

Change-11,912 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 11,579

Change-11,579 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 11,240

Change-11,240 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 11,121

Change-11,121 (-100%)

Value—

Varcov Co.

N/A

Shares— from 10,798

Change-10,798 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 10,388

Change-10,388 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,312

Change-10,312 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 10,200

Change-10,200 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 9,939

Change-9,939 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 9,760

Change-9,760 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 9,110

Change-9,110 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 9,081

Change-9,081 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 8,603

Change-8,603 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 8,400

Change-8,400 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,189

Change-8,189 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 7,806

Change-7,806 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,727

Change-7,727 (-100%)

Value—

Knightsbridge Asset Management, LLC

N/A

Shares— from 7,515

Change-7,515 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 7,060

Change-7,060 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,039

Change-7,039 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 6,909

Change-6,909 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,834

Change-6,834 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,725

Change-6,725 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 6,582

Change-6,582 (-100%)

Value—

First National Advisers, LLC

N/A

Shares— from 6,449

Change-6,449 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 6,368

Change-6,368 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 6,341

Change-6,341 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 5,966

Change-5,966 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 5,966

Change-5,966 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 5,575

Change-5,575 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,148

Change-5,148 (-100%)

Value—

Concentric Capital Strategies, LP

N/A

Shares— from 4,880

Change-4,880 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 4,749

Change-4,749 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 4,680

Change-4,680 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 4,442

Change-4,442 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 4,312

Change-4,312 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 4,303

Change-4,303 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,177

Change-4,177 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,175

Change-4,175 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 4,110

Change-4,110 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 4,110

Change-4,110 (-100%)

Value—

Pinebridge Investments LLC

N/A

Shares— from 3,963

Change-3,963 (-100%)

Value—

Maverick Capital LTD

N/A

Shares— from 3,919

Change-3,919 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 3,815

Change-3,815 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 3,799

Change-3,799 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,792

Change-3,792 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 3,791

Change-3,791 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 3,724

Change-3,724 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 3,682

Change-3,682 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 3,637

Change-3,637 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,480

Change-3,480 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 3,406

Change-3,406 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 3,340

Change-3,340 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 3,340

Change-3,340 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 3,271

Change-3,271 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 3,233

Change-3,233 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 3,146

Change-3,146 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 3,127

Change-3,127 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 3,115

Change-3,115 (-100%)

Value—

&partners

N/A

Shares— from 2,885

Change-2,885 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,857

Change-2,857 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 2,820

Change-2,820 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 2,726

Change-2,726 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,699

Change-2,699 (-100%)

Value—

Castleark Management LLC

N/A

Shares— from 2,640

Change-2,640 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 2,600

Change-2,600 (-100%)

Value—

USS Investment Management Ltd

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 2,497

Change-2,497 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 2,495

Change-2,495 (-100%)

Value—

Papamarkou Wellner Asset Management inc.

N/A

Shares— from 2,450

Change-2,450 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,301

Change-2,301 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,079

Change-2,079 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,037

Change-2,037 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 1,947

Change-1,947 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 1,877

Change-1,877 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 1,857

Change-1,857 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 1,416

Change-1,416 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,404

Change-1,404 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,397

Change-1,397 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,361

Change-1,361 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,301

Change-1,301 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,215

Change-1,215 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,081

Change-1,081 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 916

Change-916 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 712

Change-712 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 596

Change-596 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 440

Change-440 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 406

Change-406 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 389

Change-389 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 338

Change-338 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 230

Change-230 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 222

Change-222 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 201

Change-201 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 191

Change-191 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 171

Change-171 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 151

Change-151 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 146

Change-146 (-100%)

Value—

Quarry LP

N/A

Shares— from 140

Change-140 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 127

Change-127 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 127

Change-127 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 110

Change-110 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 95

Change-95 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 82

Change-82 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 75

Change-75 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 47

Change-47 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 45

Change-45 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 45

Change-45 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 43

Change-43 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 31

Change-31 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 2

Change-2 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,223,815	2,200,506	+23,309	+1%	$240.8M	$215.2M	-$25.6M	2026-11-04
Geode Capital Management, LLC	INCREASED	1,649,149	1,647,832	+1,317	+0%	$180.4M	$159.6M	-$20.7M	2026-11-06
William Blair Investment Management, LLC	DECREASED	1,496,460	1,682,686	-186,226	-11%	$184.2M	$144.8M	-$39.3M	2026-11-06
Artemis Investment Management LLP	INCREASED	450,633	351,347	+99,286	+28%	$38.5M	$43.6M	+$5.2M	2026-10-08
Channing Capital Management, LLC	NEW	420,188	—	+420,188	—	—	$40.7M	—	2026-11-02
Bank of New York Mellon Corp	DECREASED	344,526	378,480	-33,954	-9%	$41.4M	$33.3M	-$8.1M	2026-11-05
Principal Financial Group Inc	INCREASED	317,296	224,127	+93,169	+42%	$24.5M	$30.7M	+$6.2M	2026-11-02
Tributary Capital Management, LLC	DECREASED	222,712	328,249	-105,537	-32%	$35.9M	$21.6M	-$14.4M	2026-10-28
Russell Investments Group, Ltd.	INCREASED	149,867	135,343	+14,524	+11%	$14.8M	$14.5M	-$306.3K	2026-11-06
Allspring Global Investments Holdings, LLC	DECREASED	144,682	178,514	-33,832	-19%	$18.8M	$14.1M	-$4.7M	2026-11-04
Barclays PLC	INCREASED	140,448	30,117	+110,331	+366%	$3.3M	$13.6M	+$10.3M	2026-11-06
Creative Planning	INCREASED	102,838	94,687	+8,151	+9%	$10.4M	$10.0M	-$408.9K	2026-11-02
Bridge City Capital, LLC	INCREASED	98,782	86,531	+12,251	+14%	$9.5M	$9.6M	+$91.2K	2026-10-29
Deutsche Bank Ag\	INCREASED	89,477	48,901	+40,576	+83%	$5.4M	$8.7M	+$3.3M	2026-11-06
Wedge Capital Management L L P	INCREASED	85,608	75,885	+9,723	+13%	$8.3M	$8.3M	-$18.9K	2026-10-13
Andar Capital Management HK Ltd	UNCHANGED	80,000	80,000	0	0%	$8.8M	$7.7M	-$1.0M	2026-11-06
Citigroup Inc	INCREASED	72,764	33,426	+39,338	+118%	$3.7M	$7.0M	+$3.4M	2026-11-04
New York State Teachers Retirement System	DECREASED	51,456	52,699	-1,243	-2%	$5.8M	$5.0M	-$787.0K	2026-10-22
Essex Investment Management Co LLC	DECREASED	45,241	46,732	-1,491	-3%	$5.1M	$4.4M	-$735.5K	2026-10-19
Thrivent Financial for Lutherans	INCREASED	42,570	37,511	+5,059	+13%	$4.1M	$4.1M	+$15.0K	2026-11-05
Lisanti Capital Growth, LLC	NEW	42,020	—	+42,020	—	—	$4.1M	—	2026-11-05
Mutual of America Capital Management LLC	DECREASED	36,773	36,780	-7	0%	$4.0M	$3.6M	-$465.9K	2026-10-23
Fifth Third Bancorp	DECREASED	35,837	42,422	-6,585	-16%	$4.6M	$3.5M	-$1.2M	2026-11-05
MacKenzie Financial Corp	INCREASED	30,940	18,971	+11,969	+63%	$2.1M	$3.0M	+$918.5K	2026-11-02
Oliver Luxxe Assets LLC	INCREASED	24,321	24,258	+63	+0%	$2.7M	$2.4M	-$300.8K	2026-10-14
Diversified Trust Co	INCREASED	24,091	23,323	+768	+3%	$2.6M	$2.3M	-$220.7K	2026-11-06
Illinois Municipal Retirement Fund	DECREASED	23,777	25,399	-1,622	-6%	$2.8M	$2.3M	-$478.3K	2026-11-05
Great Lakes Advisors, LLC	DECREASED	23,615	37,584	-13,969	-37%	$4.1M	$2.3M	-$1.8M	2026-11-06
Strs Ohio	INCREASED	21,700	14,500	+7,200	+50%	$1.6M	$2.1M	+$513.5K	2026-10-30
Y-Intercept (Hong Kong) Ltd	NEW	21,418	—	+21,418	—	—	$2.1M	—	2026-10-16
Louisiana State Employees Retirement System	DECREASED	19,600	20,100	-500	-2%	$2.2M	$1.9M	-$302.7K	2026-10-20
Oppenheimer Asset Management Inc.	INCREASED	19,017	15,959	+3,058	+19%	$1.7M	$1.8M	+$94.1K	2026-10-27
Cambiar Investors LLC	DECREASED	17,811	20,311	-2,500	-12%	$2.2M	$1.7M	-$498.9K	2026-11-04
LPL Financial LLC	DECREASED	17,322	21,011	-3,689	-18%	$2.3M	$1.7M	-$622.8K	2026-11-06
US Bancorp \de\	DECREASED	15,777	16,335	-558	-3%	$1.8M	$1.5M	-$260.6K	2026-11-05
Azzad Asset Management Inc	DECREASED	15,429	21,847	-6,418	-29%	$2.4M	$1.5M	-$897.5K	2026-11-04
Nisa Investment Advisors, LLC	INCREASED	14,947	14,581	+366	+3%	$1.6M	$1.4M	-$149.0K	2026-10-20
Park Avenue Securities LLC	INCREASED	14,823	12,966	+1,857	+14%	$1.4M	$1.4M	+$16.0K	2026-10-26
State of New Jersey Common Pension Fund D	DECREASED	14,467	14,504	-37	0%	$1.6M	$1.4M	-$187.1K	2026-11-05
Arizona State Retirement System	INCREASED	12,622	12,377	+245	+2%	$1.4M	$1.2M	-$132.9K	2026-11-03
Fulcrum Asset Management LLP	INCREASED	12,258	1,380	+10,878	+788%	$143.4K	$1.2M	+$1.0M	2026-11-04
Amalgamated Bank	DECREASED	11,938	12,344	-406	-3%	$1.4M	$1.2M	-$196.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	11,667	12,336	-669	-5%	$1.4M	$1.1M	-$220.8K	2026-10-22
Trust Investment Advisors	NEW	11,435	—	+11,435	—	—	$1.1M	—	2026-10-20
Altfest L J & Co Inc	INCREASED	11,106	7,164	+3,942	+55%	$784.0K	$1.1M	+$290.9K	2026-10-27
Unison Advisors LLC	UNCHANGED	10,975	10,975	0	0%	$1.2M	$1.1M	-$138.8K	2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	10,850	10,895	-45	0%	$1.2M	$1.1M	-$142.2K	2026-11-03
Oregon Public Employees Retirement Fund	UNCHANGED	10,377	10,377	0	0%	$1.1M	$1.0M	-$131.3K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	10,270	6,696	+3,574	+53%	$732.8K	$994.0K	+$261.2K	2026-11-05
Choreo, LLC	INCREASED	9,946	9,690	+256	+3%	$1.1M	$962.7K	-$97.7K	2026-10-28
Amundi	DECREASED	9,614	10,099	-485	-5%	$1.1M	$930.5K	-$174.7K	2026-11-06
Evergreen Capital Management LLC	DECREASED	9,606	9,626	-20	0%	$1.1M	$929.8K	-$123.7K	2026-10-23
Calamos Advisors LLC	DECREASED	8,009	20,181	-12,172	-60%	$2.2M	$775.2K	-$1.4M	2026-11-02
Leuthold Group, LLC	INCREASED	7,844	4,779	+3,065	+64%	$523.0K	$759.2K	+$236.2K	2026-11-04
State of Alaska, Department of Revenue	DECREASED	7,737	17,105	-9,368	-55%	$1.9M	$748.0K	-$1.1M	2026-10-15
Forum Financial Management, LP	INCREASED	7,288	7,285	+3	+0%	$797.3K	$705.4K	-$91.9K	2026-10-16
Achmea Investment Management B.V.	NEW	7,149	—	+7,149	—	—	$692.5K	—	2026-10-30
Washington Capital Management, Inc	INCREASED	6,982	6,700	+282	+4%	$733.2K	$675.8K	-$57.5K	2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	NEW	6,917	—	+6,917	—	—	$669.5K	—	2026-10-27
Cornerstone Wealth Management, LLC	INCREASED	6,910	6,890	+20	+0%	$754.0K	$668.9K	-$85.2K	2026-11-04
Pictet Asset Management Holding SA	UNCHANGED	6,731	6,731	0	0%	$736.6K	$651.5K	-$85.1K	2026-11-03
Inspire Investing, LLC	INCREASED	6,552	6,227	+325	+5%	$681.5K	$634.2K	-$47.3K	2026-10-22
Maxi Investments CY Ltd	INCREASED	6,482	4,666	+1,816	+39%	$511.0K	$627.0K	+$116.0K	2026-10-26
Commonwealth Equity Services, LLC	INCREASED	6,378	6,201	+177	+3%	$678.6K	$617.3K	-$61.3K	2026-11-02
ProShare Advisors LLC	DECREASED	6,310	6,564	-254	-4%	$718.4K	$610.7K	-$107.6K	2026-10-29
LSV Asset Management	INCREASED	6,200	4,600	+1,600	+35%	$503.0K	$600.0K	+$97.0K	2026-11-06
Summit Global Investments	DECREASED	6,167	12,530	-6,363	-51%	$1.4M	$597.0K	-$774.0K	2026-10-28
Wealth Enhancement Advisory Services, LLC	INCREASED	6,025	5,302	+723	+14%	$511.0K	$579.8K	+$68.8K	2026-10-13
AMI Asset Management Corp	NEW	5,968	—	+5,968	—	—	$577.6K	—	2026-10-20
PNC Financial Services Group, Inc.	DECREASED	5,772	6,548	-776	-12%	$716.6K	$558.7K	-$157.9K	2026-11-06
Shaker Investments LLC	DECREASED	5,642	5,683	-41	-1%	$621.9K	$546.1K	-$75.9K	2026-11-05
Virginia Retirement Systems ET Al	INCREASED	5,600	4,000	+1,600	+40%	$437.8K	$542.0K	+$104.3K	2026-10-28
Jackson Creek Investment Advisors LLC	DECREASED	5,322	5,341	-19	0%	$440	$515.0K	+$514.6K	2026-11-04
Exchange Traded Concepts, LLC	INCREASED	5,317	2,442	+2,875	+118%	$267.3K	$514.6K	+$247.4K	2026-10-28
Swiss Life Asset Management Ltd	UNCHANGED	5,186	5,186	0	0%	$567.6K	$502.0K	-$65.6K	2026-11-03
Vise Technologies, Inc.	INCREASED	4,431	3,585	+846	+24%	$392.3K	$428.9K	+$36.5K	2026-10-29
Xponance LLC	DECREASED	4,385	4,546	-161	-4%	$497.5K	$424.4K	-$73.1K	2026-11-03
CIBC Asset Management Inc	DECREASED	4,289	4,367	-78	-2%	$477.9K	$415.1K	-$62.8K	2026-11-05
Trust Point Inc.	DECREASED	4,185	4,320	-135	-3%	$472.8K	$405.1K	-$67.7K	2026-10-27
Gamma Investing LLC	INCREASED	4,165	3,495	+670	+19%	$382.5K	$403.1K	+$20.6K	2026-10-08
Integral Investment Advisors, Inc.	UNCHANGED	4,000	4,000	0	0%	$437.8K	$387.2K	-$50.6K	2026-11-03
Ashton Thomas Private Wealth, LLC	DECREASED	3,530	4,719	-1,189	-25%	$516.4K	$341.7K	-$174.8K	2026-11-03
Signaturefd, LLC	INCREASED	3,476	3,199	+277	+9%	$350.1K	$336.5K	-$13.7K	2026-10-23
Praxis Investment Management Inc	UNCHANGED	3,199	3,199	0	0%	$350.0K	$310.0K	-$40.0K	2026-11-03
J. Team Financial, Inc.	UNCHANGED	3,090	3,090	0	0%	$338.2K	$299.1K	-$39.1K	2026-11-03
Quadrant Capital Group LLC	DECREASED	3,081	4,380	-1,299	-30%	$479.3K	$279.5K	-$199.8K	2026-10-20
Everhart Financial Group, Inc.	DECREASED	3,002	3,026	-24	-1%	$331.2K	$290.6K	-$40.6K	2026-10-08
Legacy Capital Wealth Partners, LLC	DECREASED	2,798	3,040	-242	-8%	$332.7K	$270.8K	-$61.9K	2026-10-21
Crossmark Global Holdings, Inc.	DECREASED	2,689	2,805	-116	-4%	$307.0K	$260.3K	-$46.7K	2026-10-21
Abel Hall, LLC	DECREASED	2,621	2,622	-1	0%	$287.0K	$253.7K	-$33.3K	2026-10-19
Merit Financial Group, LLC	INCREASED	2,560	2,064	+496	+24%	$225.9K	$247.8K	+$21.9K	2026-11-06
SEB Asset Management AB	NEW	2,550	—	+2,550	—	—	$246.8K	—	2026-11-04
Earned Wealth Advisors, LLC	NEW	2,402	—	+2,402	—	—	$232.5K	—	2026-11-06
Olympiad Research LP	NEW	2,252	—	+2,252	—	—	$218.0K	—	2026-11-04
Ethic Inc.	INCREASED	2,242	1,943	+299	+15%	$212.6K	$217.0K	+$4.3K	2026-11-03
First Citizens Bank & Trust Co	DECREASED	2,227	5,736	-3,509	-61%	$627.7K	$215.6K	-$412.2K	2026-10-14
Sage Rhino Capital LLC	INCREASED	2,101	2,084	+17	+1%	$228.1K	$203.4K	-$24.7K	2026-10-28
Profund Advisors LLC	DECREASED	2,087	2,152	-65	-3%	$235.5K	$202.0K	-$33.5K	2026-10-29
Versant Capital Management, Inc	DECREASED	1,978	1,980	-2	0%	$216.7K	$191.5K	-$25.2K	2026-10-02
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,518	1,480	+38	+3%	$162.0K	$146.9K	-$15.0K	2026-10-27
Heritage Family Offices, LLP	DECREASED	1,485	2,113	-628	-30%	$231.2K	$143.7K	-$87.5K	2026-11-02
KBC Group NV	UNCHANGED	1,484	1,484	0	0%	$162.0K	$144.0K	-$18.0K	2026-10-22
Sterling Capital Management LLC	INCREASED	1,403	305	+1,098	+360%	$33.4K	$135.8K	+$102.4K	2026-10-22
Allworth Financial LP	INCREASED	1,367	1,291	+76	+6%	$141.3K	$149.6K	+$8.3K	2026-11-06
Nykredit A/S	UNCHANGED	1,230	1,230	0	0%	$134.6K	$119.1K	-$15.6K	2026-11-06
Caitong International Asset Management Co., Ltd	NEW	1,196	—	+1,196	—	—	$115.8K	—	2026-10-29
Rothwell Investment Advisors, LLC	NEW	1,108	—	+1,108	—	—	$107.2K	—	2026-11-06
Parallel Advisors, LLC	INCREASED	1,095	1,052	+43	+4%	$115.1K	$106.0K	-$9.1K	2026-11-03
Bayforest Capital Ltd	NEW	843	—	+843	—	—	$81.6K	—	2026-11-03
Salomon & Ludwin, LLC	DECREASED	621	630	-9	-1%	$66.4K	$60.1K	-$6.3K	2026-10-29
UMB Bank, n.a.	INCREASED	560	505	+55	+11%	$55.3K	$54.2K	-$1.1K	2026-11-06
Farther Finance Advisors, LLC	INCREASED	543	391	+152	+39%	$42.4K	$52.6K	+$10.1K	2026-10-08
MassMutual Private Wealth & Trust, FSB	INCREASED	490	457	+33	+7%	$50.0K	$47.4K	-$2.6K	2026-10-05
Simplex Trading, LLC	DECREASED	457	751	-294	-39%	$82.2K	$44.2K	-$38.0K	2026-11-04
Owl Creek Wealth Partners LLC	INCREASED	440	410	+30	+7%	$44.9K	$42.6K	-$2.3K	2026-10-20
Summit Securities Group LLC	NEW	349	—	+349	—	—	$33.8K	—	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	291	224	+67	+30%	$24.5K	$28.2K	+$3.7K	2026-11-04
Root Financial Partners, LLC	NEW	288	—	+288	—	—	$27.9K	—	2026-10-21
Carolina Wealth Advisors, LLC	INCREASED	262	141	+121	+86%	$15.4K	$25.4K	+$9.9K	2026-10-23
Larson Financial Group LLC	DECREASED	259	964	-705	-73%	$105.5K	$25.1K	-$80.4K	2026-11-05
Private Trust Co NA	DECREASED	249	336	-87	-26%	$36.8K	$24.1K	-$12.7K	2026-10-20
Eurizon Capital SGR S.p.A.	NEW	248	—	+248	—	—	$24.1K	—	2026-11-06
Bare Financial Services, Inc	DECREASED	218	245	-27	-11%	$26.8K	$21.1K	-$5.7K	2026-11-04
IFP Advisors, Inc	UNCHANGED	215	215	0	0%	$23.5K	$20.8K	-$2.7K	2026-10-16
Spire Wealth Management	INCREASED	214	5	+209	+4180%	$547	$20.7K	+$20.2K	2026-10-30
Reap Financial Group, LLC	UNCHANGED	200	200	0	0%	$21.9K	$19.4K	-$2.5K	2026-11-02
Harbor Capital Advisors, Inc.	NEW	197	—	+197	—	—	$19.0K	—	2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	160	160	0	0%	$17.5K	$15.5K	-$2.0K	2026-11-05
Private Wealth Management Group, LLC	UNCHANGED	152	152	0	0%	$16.6K	$14.7K	-$1.9K	2026-10-19
Zions Bancorporation, National Association	INCREASED	147	103	+44	+43%	$11.3K	$14.2K	+$3.0K	2026-11-06
Bell Investment Advisors, Inc	INCREASED	132	128	+4	+3%	$14.0K	$12.8K	-$1.2K	2026-10-29
Fortitude Family Office, LLC	INCREASED	130	41	+89	+217%	$4.5K	$12.6K	+$8.1K	2026-10-14
J.Safra Asset Management Corp	INCREASED	127	53	+74	+140%	$5.8K	$12.3K	+$6.5K	2026-11-03
SJS Investment Consulting Inc.	INCREASED	107	35	+72	+206%	$3.8K	$10.4K	+$6.5K	2026-10-26
Parkside Financial Bank & Trust	DECREASED	98	730	-632	-87%	$79.9K	$9.5K	-$70.4K	2026-10-27
Mather Group, Llc.	NEW	97	—	+97	—	—	$9.4K	—	2026-10-14
Essential Partners LLC	INCREASED	93	79	+14	+18%	$8.6K	$9.0K	+$355	2026-10-14
Covestor Ltd	DECREASED	82	142	-60	-42%	$16	$8.0K	+$8.0K	2026-10-30
Blue Trust, Inc.	INCREASED	81	59	+22	+37%	$6.5K	$7.8K	+$1.4K	2026-10-15
Toth Financial Advisory Corp	UNCHANGED	80	80	0	0%	$8.8K	$7.7K	-$1.0K	2026-10-08
Pacific Center for Financial Services	UNCHANGED	77	77	0	0%	$8.4K	$7.5K	-$974	2026-10-15
Avion Wealth	INCREASED	74	61	+13	+21%	$6	$7	+$1	2026-11-04
Ascentis Wealth Management, LLC	NEW	66	—	+66	—	—	$6.4K	—	2026-11-03
Elyxium Wealth, LLC	NEW	63	—	+63	—	—	$6.1K	—	2026-10-27
Proathlete Wealth Management LLC	NEW	58	—	+58	—	—	$5.6K	—	2026-10-15
SBI Securities Co., Ltd.	INCREASED	58	13	+45	+346%	$1.4K	$5.6K	+$4.2K	2026-10-22
Creative Capital Management Investments LLC	INCREASED	57	17	+40	+235%	$1.9K	$5.5K	+$3.7K	2026-10-28
UMB Private Wealth Management, LLC	NEW	56	—	+56	—	—	$5.4K	—	2026-10-19
Physician Wealth Advisors, Inc.	INCREASED	51	25	+26	+104%	$2.7K	$4.9K	+$2.2K	2026-10-20
Wolff Wiese Magana LLC	UNCHANGED	51	51	0	0%	$5.6K	$4.9K	-$645	2026-10-15
Pension & Wealth Management Advisors, Inc.	NEW	50	—	+50	—	—	$4.8K	—	2026-10-16
MJT & Associates Financial Advisory Group, Inc.	DECREASED	45	65	-20	-31%	$7.1K	$4.4K	-$2.8K	2026-10-07
Farmers & Merchants Investments Inc	INCREASED	44	31	+13	+42%	$3.4K	$4.3K	+$866	2026-10-22
WPG Advisers, LLC	UNCHANGED	41	41	0	0%	$4.5K	$4.0K	-$519	2026-10-27
JFS Wealth Advisors, LLC	DECREASED	38	44	-6	-14%	$4.8K	$3.7K	-$1.1K	2026-11-03
Provenance Wealth Advisors, LLC	NEW	33	—	+33	—	—	$3.2K	—	2026-10-30
Assetmark, Inc	INCREASED	30	13	+17	+131%	$1.4K	$2.9K	+$1.5K	2026-10-21
Manchester Capital Management LLC	UNCHANGED	27	27	0	0%	$3.0K	$2.6K	-$341	2026-10-22
Clearstead Advisors, LLC	DECREASED	25	58	-33	-57%	$6.3K	$2.4K	-$3.9K	2026-11-06
Torren Management, LLC	DECREASED	25	51	-26	-51%	$5.6K	$2.4K	-$3.2K	2026-10-29
GHP Investment Advisors, Inc.	UNCHANGED	25	25	0	0%	$2.7K	$2.4K	-$316	2026-10-15
Retirement Wealth Solutions LLC	DECREASED	21	28	-7	-25%	$3.1K	$2.0K	-$1.0K	2026-10-07
Hughes Financial Services, LLC	INCREASED	17	11	+6	+55%	$1.2K	$1.5K	+$289	2026-10-30
Birch Financial Group, LLC	NEW	14	—	+14	—	—	$1.3K	—	2026-10-27
Ares Financial Consulting, LLC	UNCHANGED	14	14	0	0%	$1.5K	$1.4K	-$177	2026-10-19
Triumph Capital Management	UNCHANGED	13	13	0	0%	$1.4K	$1.3K	-$165	2026-10-14
Bay Harbor Wealth Management, LLC	INCREASED	12	10	+2	+20%	$1.1K	$1.2K	+$67	2026-11-03
Valley National Advisers Inc	NEW	11	—	+11	—	—	$1.1K	—	2026-10-23
TD Private Client Wealth LLC	NEW	10	—	+10	—	—	$968	—	2026-10-28
Noble Wealth Management PBC	NEW	10	—	+10	—	—	$968	—	2026-10-01
DiNuzzo Private Wealth, Inc.	DECREASED	10	11	-1	-9%	$1.2K	$968	-$236	2026-10-16
North Star Investment Management Corp.	UNCHANGED	10	10	0	0%	$1.1K	$968	-$126	2026-10-27
CoreCap Advisors, LLC	NEW	9	—	+9	—	—	$871	—	2026-10-08
Ascentis Independent Advisors	NEW	9	—	+9	—	—	$871	—	2026-11-03
Burk Holdings LLC	NEW	8	—	+8	—	—	$774	—	2026-11-05
Capital Advisors, Ltd. LLC	UNCHANGED	8	8	0	0%	$1	$1	$0	2026-10-27
Gilpin Wealth Management, LLC	UNCHANGED	7	7	0	0%	$767	$678	-$89	2026-10-09
Silver Grove Financial Group, Inc.	UNCHANGED	7	7	0	0%	$766	$678	-$88	2026-11-05
Rossby Financial, LCC	NEW	4	—	+4	—	—	$387	—	2026-11-05
Financial Consulate, Inc	NEW	3	—	+3	—	—	$291	—	2026-10-23
Mascoma Wealth Management LLC	DECREASED	3	38	-35	-92%	$4.2K	$290	-$3.9K	2026-10-23
DecisionPoint Financial, LLC	INCREASED	3	2	+1	+50%	$211	$293	+$82	2026-10-27
Abound Wealth Management	UNCHANGED	2	2	0	0%	$219	$194	-$25	2026-10-26
IMG Wealth Management, Inc.	UNCHANGED	2	2	0	0%	$219	$194	-$25	2026-10-27
Monetary Solutions, Ltd	NEW	1	—	+1	—	—	$97	—	2026-10-22
Signature Resources Capital Management, LLC	NEW	1	—	+1	—	—	$97	—	2026-10-16
Davis Capital Management	DECREASED	1	3	-2	-67%	$328	$97	-$231	2026-10-08
James T. Borello RIA	UNCHANGED	1	1	0	0%	$109	$97	-$12	2026-10-16
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$110	$97	-$13	2026-10-15
Pacific Excel Wealth Advisors, Inc.	CLOSED	0	2,113	-2,113	-100%	$231.2K	$0	-$231.2K	2026-10-27
State of Wyoming	CLOSED	0	1,004	-1,004	-100%	$109.9K	$0	-$109.9K	2026-10-28
Buck Wealth Strategies, LLC	CLOSED	0	60	-60	-100%	$6.6K	$0	-$6.6K	2026-10-28
Strengthening Families & Communities, LLC	CLOSED	0	15	-15	-100%	$1.6K	$0	-$1.6K	2026-10-21
Cornerstone Planning Group LLC	CLOSED	0	10	-10	-100%	$950	$0	-$950	2026-10-16
Plante Moran Financial Advisors, LLC	CLOSED	0	10	-10	-100%	$1.1K	$0	-$1.1K	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-06
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
TFC Financial Management, Inc.	CLOSED	0	1	-1	-100%	$110	$0	-$110	2026-10-26
BlackRock, Inc.	N/A	—	7,345,758	-7,345,758	-100%	$803.9M	—	—	—
FMR LLC	N/A	—	4,380,124	-4,380,124	-100%	$479.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,742,338	-3,742,338	-100%	$409.6M	—	—	—
State Street Corp	N/A	—	2,605,247	-2,605,247	-100%	$285.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,994,456	-1,994,456	-100%	$218.3M	—	—	—
Morgan Stanley	N/A	—	1,045,681	-1,045,681	-100%	$114.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	976,111	-976,111	-100%	$106.8M	—	—	—
Earnest Partners LLC	N/A	—	964,595	-964,595	-100%	$105.6M	—	—	—
Invesco Ltd.	N/A	—	889,222	-889,222	-100%	$97.3M	—	—	—
American Century Companies Inc	N/A	—	806,886	-806,886	-100%	$88.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	728,885	-728,885	-100%	$79.8M	—	—	—
Global Alpha Capital Management Ltd.	N/A	—	578,999	-578,999	-100%	$63.4M	—	—	—
Northern Trust Corp	N/A	—	574,559	-574,559	-100%	$62.9M	—	—	—
Victory Capital Management Inc	N/A	—	507,594	-507,594	-100%	$55.6M	—	—	—
Nomura Asset Management International Inc.	N/A	—	480,789	-480,789	-100%	$52.6M	—	—	—
Bessemer Group Inc	N/A	—	460,743	-460,743	-100%	$50.4M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	443,716	-443,716	-100%	$48.6M	—	—	—
Oberweis Asset Management Inc/	N/A	—	413,750	-413,750	-100%	$45.3M	—	—	—
Panagora Asset Management Inc	N/A	—	358,368	-358,368	-100%	$39.2M	—	—	—
Boston Partners	N/A	—	357,679	-357,679	-100%	$38.6M	—	—	—
Emerald Advisers, LLC	N/A	—	345,473	-345,473	-100%	$37.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	338,980	-338,980	-100%	$37.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	323,459	-323,459	-100%	$35.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	308,948	-308,948	-100%	$33.8M	—	—	—
Royal Bank of Canada	N/A	—	246,161	-246,161	-100%	$26.9M	—	—	—
JPMorgan Chase & Co	N/A	—	233,396	-233,396	-100%	$24.5M	—	—	—
Ameriprise Financial Inc	N/A	—	223,146	-223,146	-100%	$24.4M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	221,380	-221,380	-100%	$24.2M	—	—	—
Bank of America Corp	N/A	—	195,305	-195,305	-100%	$21.4M	—	—	—
Glenmede Trust Co NA	N/A	—	180,071	-180,071	-100%	$19.7M	—	—	—
AQR Capital Management LLC	N/A	—	172,253	-172,253	-100%	$18.9M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	172,185	-172,185	-100%	$18.8M	—	—	—
Raymond James Financial Inc	N/A	—	164,880	-164,880	-100%	$18.0M	—	—	—
MetLife Investment Management, LLC	N/A	—	162,547	-162,547	-100%	$17.8M	—	—	—
Public Sector Pension Investment Board	N/A	—	157,870	-157,870	-100%	$17.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	155,747	-155,747	-100%	$17.0M	—	—	—
Wells Fargo & Company	N/A	—	136,505	-136,505	-100%	$14.9M	—	—	—
Lazard Asset Management LLC	N/A	—	135,612	-135,612	-100%	$14.8M	—	—	—
G2 Investment Partners Management LLC	N/A	—	129,930	-129,930	-100%	$14.2M	—	—	—
UBS Group AG	N/A	—	123,662	-123,662	-100%	$13.5M	—	—	—
Rhumbline Advisers	N/A	—	122,810	-122,810	-100%	$13.4M	—	—	—
Nuveen, LLC	N/A	—	121,386	-121,386	-100%	$13.3M	—	—	—
Prudential Financial Inc	N/A	—	117,665	-117,665	-100%	$12.9M	—	—	—
Loomis Sayles & Co L P	N/A	—	117,481	-117,481	-100%	$12.9M	—	—	—
Allianz Asset Management GmbH	N/A	—	110,042	-110,042	-100%	$12.0M	—	—	—
Legal & General Group Plc	N/A	—	108,160	-108,160	-100%	$11.8M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	98,754	-98,754	-100%	$10.8M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	98,146	-98,146	-100%	$10.7M	—	—	—
Scalar Gauge Management, LLC	N/A	—	93,000	-93,000	-100%	$10.2M	—	—	—
Wellington Management Group LLP	N/A	—	92,395	-92,395	-100%	$10.1M	—	—	—
Intrinsic Edge Capital Management LLC	N/A	—	90,000	-90,000	-100%	$9.8M	—	—	—
Swiss National Bank	N/A	—	90,000	-90,000	-100%	$9.8M	—	—	—
UBS Asset Management Americas LLC	N/A	—	84,693	-84,693	-100%	$9.3M	—	—	—
Two Sigma Investments, LP	N/A	—	83,166	-83,166	-100%	$9.1M	—	—	—
Balyasny Asset Management L.P.	N/A	—	78,903	-78,903	-100%	$8.6M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	77,730	-77,730	-100%	$8.5M	—	—	—
Kennedy Capital Management LLC	N/A	—	72,420	-72,420	-100%	$7.9M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	72,302	-72,302	-100%	$7.9M	—	—	—
Jupiter Topco LLC	N/A	—	64,530	-64,530	-100%	$7.1M	—	—	—
Alliancebernstein L.P.	N/A	—	62,330	-62,330	-100%	$4.3M	—	—	—
SEI Investments Co	N/A	—	62,272	-62,272	-100%	$6.8M	—	—	—
California State Teachers Retirement System	N/A	—	53,444	-53,444	-100%	$5.8M	—	—	—
Martingale Asset Management L P	N/A	—	49,142	-49,142	-100%	$5.4M	—	—	—
Franklin Resources Inc	N/A	—	48,715	-48,715	-100%	$5.3M	—	—	—
PDT Partners, LLC	N/A	—	46,218	-46,218	-100%	$5.1M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	46,014	-46,014	-100%	$5.0M	—	—	—
Prospect Capital Advisors, LLC	N/A	—	44,550	-44,550	-100%	$4.9M	—	—	—
Algert Global LLC	N/A	—	44,470	-44,470	-100%	$4.9M	—	—	—
Edgestream Partners, L.P.	N/A	—	41,879	-41,879	-100%	$4.6M	—	—	—
HighTower Advisors, LLC	N/A	—	38,726	-38,726	-100%	$4.2M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	38,453	-38,453	-100%	$4.2M	—	—	—
Canada Life Assurance Co	N/A	—	37,520	-37,520	-100%	$4.1M	—	—	—
Millennium Management LLC	N/A	—	37,185	-37,185	-100%	$4.1M	—	—	—
Credit Agricole S A	N/A	—	34,600	-34,600	-100%	$3.8M	—	—	—
First National Bank of Omaha	N/A	—	34,531	-34,531	-100%	$3.8M	—	—	—
New York State Common Retirement Fund	N/A	—	34,138	-34,138	-100%	$3.7M	—	—	—
Legato Capital Management LLC	N/A	—	33,885	-33,885	-100%	$3.7M	—	—	—
OAK Associates LTD	N/A	—	33,020	-33,020	-100%	$3.6M	—	—	—
Boothbay Fund Management, LLC	N/A	—	30,924	-30,924	-100%	$3.4M	—	—	—
Easterly Investment Partners LLC	N/A	—	29,646	-29,646	-100%	$3.2M	—	—	—
J. Goldman & Co LP	N/A	—	26,573	-26,573	-100%	$2.9M	—	—	—
First Trust Advisors LP	N/A	—	26,531	-26,531	-100%	$2.9M	—	—	—
State of Wisconsin Investment Board	N/A	—	24,239	-24,239	-100%	$2.7M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	23,851	-23,851	-100%	$2.6M	—	—	—
Quantinno Capital Management LP	N/A	—	23,569	-23,569	-100%	$2.6M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	23,000	-23,000	-100%	$2.5M	—	—	—
Natixis Advisors, LLC	N/A	—	22,713	-22,713	-100%	$2.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	22,595	-22,595	-100%	$2.5M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	21,196	-21,196	-100%	$2.3M	—	—	—
Bridgewater Associates, LP	N/A	—	21,054	-21,054	-100%	$2.3M	—	—	—
Deeter Investments LLP	N/A	—	20,469	-20,469	-100%	$2.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	19,100	-19,100	-100%	$2.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	18,620	-18,620	-100%	$2.0M	—	—	—
Sovereign's Capital Management, LLC	N/A	—	18,561	-18,561	-100%	$2.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	18,521	-18,521	-100%	$2.0M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	18,451	-18,451	-100%	$2.0M	—	—	—
Voya Investment Management LLC	N/A	—	17,818	-17,818	-100%	$2.0M	—	—	—
Man Group plc	N/A	—	17,123	-17,123	-100%	$1.9M	—	—	—
New Age Alpha Advisors, LLC	N/A	—	16,967	-16,967	-100%	$1.9M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	16,636	-16,636	-100%	$1.8M	—	—	—
Horizon Investments, LLC	N/A	—	16,268	-16,268	-100%	$1.8M	—	—	—
Captrust Financial Advisors	N/A	—	15,645	-15,645	-100%	$1.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	15,194	-15,194	-100%	$1.6M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	15,165	-15,165	-100%	$1.7M	—	—	—
Blair William & Co	N/A	—	13,960	-13,960	-100%	$1.5M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	13,575	-13,575	-100%	$1.5M	—	—	—
Guggenheim Capital LLC	N/A	—	12,386	-12,386	-100%	$1.4M	—	—	—
Handelsbanken Fonder AB	N/A	—	12,209	-12,209	-100%	$1.3K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	11,912	-11,912	-100%	$1.3M	—	—	—
BNP Paribas Financial Markets	N/A	—	11,579	-11,579	-100%	$1.3M	—	—	—
Intech Investment Management LLC	N/A	—	11,240	-11,240	-100%	$1.2M	—	—	—
Jump Financial, LLC	N/A	—	11,121	-11,121	-100%	$1.2M	—	—	—
Varcov Co.	N/A	—	10,798	-10,798	-100%	$1.2M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	10,388	-10,388	-100%	$1.1M	—	—	—
Stifel Financial Corp	N/A	—	10,312	-10,312	-100%	$1.1M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	10,200	-10,200	-100%	$1.1M	—	—	—
Weiss Asset Management LP	N/A	—	9,939	-9,939	-100%	$1.1M	—	—	—
Teacher Retirement System of Texas	N/A	—	9,760	-9,760	-100%	$1.1M	—	—	—
Gotham Asset Management, LLC	N/A	—	9,110	-9,110	-100%	$997.0K	—	—	—
CVA Family Office, LLC	N/A	—	9,081	-9,081	-100%	$993.8K	—	—	—
Cerity Partners LLC	N/A	—	8,603	-8,603	-100%	$941.5K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	8,400	-8,400	-100%	$919.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,189	-8,189	-100%	$896.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	7,806	-7,806	-100%	$854.3K	—	—	—
Citadel Advisors LLC	N/A	—	7,727	-7,727	-100%	$845.6K	—	—	—
Knightsbridge Asset Management, LLC	N/A	—	7,515	-7,515	-100%	$822.4K	—	—	—
Engineers Gate Manager LP	N/A	—	7,060	-7,060	-100%	$772.6K	—	—	—
Mariner, LLC	N/A	—	7,039	-7,039	-100%	$769.2K	—	—	—
Pathstone Holdings, LLC	N/A	—	6,909	-6,909	-100%	$756.1K	—	—	—
Cetera Investment Advisers	N/A	—	6,834	-6,834	-100%	$747.9K	—	—	—
Bank of Montreal	N/A	—	6,725	-6,725	-100%	$736.0K	—	—	—
HSBC Holdings PLC	N/A	—	6,582	-6,582	-100%	$706.6K	—	—	—
First National Advisers, LLC	N/A	—	6,449	-6,449	-100%	$705.8K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	6,368	-6,368	-100%	$696.9K	—	—	—
QRG Capital Management, Inc.	N/A	—	6,341	-6,341	-100%	$693.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	5,966	-5,966	-100%	$652.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	5,966	-5,966	-100%	$653.0K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	5,575	-5,575	-100%	$610.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,148	-5,148	-100%	$563.4K	—	—	—
Concentric Capital Strategies, LP	N/A	—	4,880	-4,880	-100%	$534.1K	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	4,749	-4,749	-100%	$519.7K	—	—	—
EntryPoint Capital, LLC	N/A	—	4,680	-4,680	-100%	$512.2K	—	—	—
Quent Capital, LLC	N/A	—	4,500	-4,500	-100%	$492.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	4,442	-4,442	-100%	$486.1K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	4,312	-4,312	-100%	$472.0K	—	—	—
Connable Office Inc	N/A	—	4,303	-4,303	-100%	$470.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,177	-4,177	-100%	$457.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,175	-4,175	-100%	$456.9K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	4,110	-4,110	-100%	$449.8K	—	—	—
SG Americas Securities, LLC	N/A	—	4,110	-4,110	-100%	$450.0K	—	—	—
Pinebridge Investments LLC	N/A	—	3,963	-3,963	-100%	$433.7K	—	—	—
Maverick Capital LTD	N/A	—	3,919	-3,919	-100%	$428.9K	—	—	—
Zacks Investment Management	N/A	—	3,815	-3,815	-100%	$417.5K	—	—	—
Acadian Asset Management LLC	N/A	—	3,799	-3,799	-100%	$413.0K	—	—	—
MML Investors Services, LLC	N/A	—	3,792	-3,792	-100%	$415.0K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	3,791	-3,791	-100%	$414.9K	—	—	—
Globeflex Capital L P	N/A	—	3,724	-3,724	-100%	$407.6K	—	—	—
EP Wealth Advisors, LLC	N/A	—	3,682	-3,682	-100%	$403.0K	—	—	—
NewEdge Wealth, LLC	N/A	—	3,637	-3,637	-100%	$398.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,480	-3,480	-100%	$380.9K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	3,406	-3,406	-100%	$372.8K	—	—	—
Prelude Capital Management, LLC	N/A	—	3,340	-3,340	-100%	$365.5K	—	—	—
Diametric Capital, LP	N/A	—	3,340	-3,340	-100%	$365.5K	—	—	—
Callan Family Office, LLC	N/A	—	3,271	-3,271	-100%	$358.0K	—	—	—
Freestone Grove Partners LP	N/A	—	3,233	-3,233	-100%	$353.8K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	3,146	-3,146	-100%	$344.3K	—	—	—
Odyssean, LLC	N/A	—	3,127	-3,127	-100%	$342.2K	—	—	—
Picton Mahoney Asset Management	N/A	—	3,115	-3,115	-100%	$340.9K	—	—	—
&partners	N/A	—	2,885	-2,885	-100%	$315.7K	—	—	—
Neuberger Berman Group LLC	N/A	—	2,857	-2,857	-100%	$312.7K	—	—	—
Blackstone Inc.	N/A	—	2,820	-2,820	-100%	$308.6K	—	—	—
Woodline Partners LP	N/A	—	2,726	-2,726	-100%	$298.3K	—	—	—
DnB Asset Management AS	N/A	—	2,699	-2,699	-100%	$295.4K	—	—	—
Castleark Management LLC	N/A	—	2,640	-2,640	-100%	$288.9K	—	—	—
Canada Pension Plan Investment Board	N/A	—	2,600	-2,600	-100%	$284.5K	—	—	—
USS Investment Management Ltd	N/A	—	2,500	-2,500	-100%	$273.6K	—	—	—
Winton Group Ltd	N/A	—	2,500	-2,500	-100%	$273.6K	—	—	—
Hancock Whitney Corp	N/A	—	2,497	-2,497	-100%	$273.3K	—	—	—
Virtus Advisers, LLC	N/A	—	2,495	-2,495	-100%	$273.1K	—	—	—
Papamarkou Wellner Asset Management inc.	N/A	—	2,450	-2,450	-100%	$268.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,301	-2,301	-100%	$251.8K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,079	-2,079	-100%	$227.5K	—	—	—
Arax Advisory Partners	N/A	—	2,037	-2,037	-100%	$222.9K	—	—	—
Ballentine Partners, LLC	N/A	—	1,947	-1,947	-100%	$213.1K	—	—	—
Caxton Associates LLP	N/A	—	1,877	-1,877	-100%	$205.4K	—	—	—
Caprock Group, LLC	N/A	—	1,857	-1,857	-100%	$203.2K	—	—	—
Federated Hermes, Inc.	N/A	—	1,416	-1,416	-100%	$155.0K	—	—	—
Huntington National Bank	N/A	—	1,404	-1,404	-100%	$153.7K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,397	-1,397	-100%	$152.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,361	-1,361	-100%	$148.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,301	-1,301	-100%	$142.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,215	-1,215	-100%	$133.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,081	-1,081	-100%	$118.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	916	-916	-100%	$95.2K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	712	-712	-100%	$77.9K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	596	-596	-100%	$65.2K	—	—	—
Nomura Asset Management Co LTD	N/A	—	440	-440	-100%	$48.2K	—	—	—
Optiver Holding B.V.	N/A	—	406	-406	-100%	$44.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	389	-389	-100%	$42.6K	—	—	—
Advisors Asset Management, Inc.	N/A	—	338	-338	-100%	$37.0K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	230	-230	-100%	$25.2K	—	—	—
Rothschild Investment LLC	N/A	—	222	-222	-100%	$24.3K	—	—	—
Persistent Asset Partners Ltd	N/A	—	201	-201	-100%	$22.0K	—	—	—
Bogart Wealth, LLC	N/A	—	191	-191	-100%	$20.9K	—	—	—
Kilter Group LLC	N/A	—	171	-171	-100%	$18.7K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	151	-151	-100%	$16.5K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	146	-146	-100%	$16.0K	—	—	—
Quarry LP	N/A	—	140	-140	-100%	$15.3K	—	—	—
Group One Trading LLC	N/A	—	127	-127	-100%	$13.9K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	127	-127	-100%	$13.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	110	-110	-100%	$12.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	105	-105	-100%	$11.5K	—	—	—
Meeder Asset Management Inc	N/A	—	95	-95	-100%	$10.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	82	-82	-100%	$9.0K	—	—	—
Anchor Investment Management, LLC	N/A	—	80	-80	-100%	$8.8K	—	—	—
ST Germain D J Co Inc	N/A	—	75	-75	-100%	$8.2K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	73	-73	-100%	$8.0K	—	—	—
Harbour Investments, Inc.	N/A	—	70	-70	-100%	$7.7K	—	—	—
Walleye Capital LLC	N/A	—	63	-63	-100%	$6.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	47	-47	-100%	$5.0K	—	—	—
BFC Planning, Inc.	N/A	—	45	-45	-100%	$4.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	45	-45	-100%	$4.9K	—	—	—
Brown Brothers Harriman & Co	N/A	—	43	-43	-100%	$4.7K	—	—	—
Manning & Napier Advisors LLC	N/A	—	34	-34	-100%	$3.5K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	31	-31	-100%	$3.4K	—	—	—
TD Capital Management LLC	N/A	—	20	-20	-100%	$2.2K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	16	-16	-100%	$1.8K	—	—	—
Ankerstar Wealth, LLC	N/A	—	16	-16	-100%	$1.8K	—	—	—
Rialto Wealth Management, LLC	N/A	—	16	-16	-100%	$1.8K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	14	-14	-100%	$1.5K	—	—	—
HFM Investment Advisors, LLC	N/A	—	9	-9	-100%	$985	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	7	-7	-100%	$766	—	—	—
Raffa Wealth Management, LLC	N/A	—	7	-7	-100%	$766	—	—	—
Investors Portfolio Services LLC	N/A	—	6	-6	-100%	$657	—	—	—
Cornerstone Financial Management LLC	N/A	—	4	-4	-100%	$438	—	—	—
LRI Investments, LLC	N/A	—	3	-3	-100%	$328	—	—	—
SHP Wealth Management	N/A	—	2	-2	-100%	$219	—	—	—
JPL Wealth Management, LLC	N/A	—	2	-2	-100%	$219	—	—	—

Showing 436 of 436 institutions