Enact Holdings Inc (ACT)

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

Shares3,224,565 from 3,108,626

Change+115,939 (+4%)

Value$139.5M (-$2.6M)

Filed 2026-11-04

LSV Asset Management

DECREASED

Shares990,564 from 1,005,264

Change-14,700 (-1%)

Value$42.9M (-$3.1M)

Filed 2026-11-06

Geode Capital Management, LLC

DECREASED

Shares865,695 from 900,993

Change-35,298 (-4%)

Value$37.5M (-$3.7M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares402,062 from 403,051

Change-989 (0%)

Value$17.4M (-$1.0M)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares233,939 from 203,093

Change+30,846 (+15%)

Value$10.1M (+$836.8K)

Filed 2026-11-02

DekaBank Deutsche Girozentrale

INCREASED

Shares220,352 from 217,575

Change+2,777 (+1%)

Value$10.2K (+$1.4K)

Filed 2026-10-27

Allworth Financial LP

NEW

Shares205,365

Change+205,365

Value$9.4M

Filed 2026-11-06

Creative Planning

INCREASED

Shares136,488 from 109,452

Change+27,036 (+25%)

Value$5.9M (+$901.4K)

Filed 2026-11-02

Moody Aldrich Partners LLC

UNCHANGED

Shares115,819 from 115,819

Change0 (0%)

Value$5.0M (-$283.8K)

Filed 2026-10-27

Robeco Institutional Asset Management B.V.

DECREASED

Shares111,515 from 122,176

Change-10,661 (-9%)

Value$4.8M (-$760.5K)

Filed 2026-10-20

Livforsakringsbolaget Skandia, Omsesidigt

DECREASED

Shares110,222 from 111,022

Change-800 (-1%)

Value$8.2M (-$91.5K)

Filed 2026-10-21

Deutsche Bank Ag\

DECREASED

Shares105,397 from 107,329

Change-1,932 (-2%)

Value$4.6M (-$346.5K)

Filed 2026-11-06

Vest Financial, LLC

DECREASED

Shares87,508 from 91,456

Change-3,948 (-4%)

Value$3.8M (-$394.9K)

Filed 2026-10-21

Alps Advisors Inc

DECREASED

Shares72,512 from 136,142

Change-63,630 (-47%)

Value$3.1M (-$3.1M)

Filed 2026-11-03

CWA Asset Management Group, LLC

DECREASED

Shares69,603 from 69,860

Change-257 (0%)

Value$3.0M (-$182.3K)

Filed 2026-10-19

Citigroup Inc

DECREASED

Shares67,198 from 93,716

Change-26,518 (-28%)

Value$2.9M (-$1.4M)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares60,542 from 49,433

Change+11,109 (+22%)

Value$2.6M (+$359.5K)

Filed 2026-11-06

Vise Technologies, Inc.

NEW

Shares42,368

Change+42,368

Value$1.8M

Filed 2026-10-29

PDS Planning, Inc

DECREASED

Shares32,027 from 52,051

Change-20,024 (-38%)

Value$1.4M (-$993.8K)

Filed 2026-11-03

Choreo, LLC

DECREASED

Shares30,878 from 30,901

Change-23 (0%)

Value$1.4M (+$21.4K)

Filed 2026-10-28

Virginia Retirement Systems ET Al

DECREASED

Shares25,636 from 28,236

Change-2,600 (-9%)

Value$1.1M (-$181.7K)

Filed 2026-10-28

Strs Ohio

INCREASED

Shares24,200 from 8,400

Change+15,800 (+188%)

Value$1.0M (+$662.9K)

Filed 2026-10-30

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

INCREASED

Shares23,521 from 8,953

Change+14,568 (+163%)

Value$1.0M (+$608.3K)

Filed 2026-10-27

Regent Peak Wealth Advisors LLC

UNCHANGED

Shares22,340 from 22,340

Change0 (0%)

Value$966.4K (-$54.7K)

Filed 2026-10-13

Klein Pavlis & Peasley Financial, Inc.

DECREASED

Shares20,947 from 21,035

Change-88 (0%)

Value$906.2K (-$55.3K)

Filed 2026-10-13

Savant Capital, LLC

INCREASED

Shares18,127 from 10,279

Change+7,848 (+76%)

Value$784.2K (+$314.2K)

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares17,943 from 46,538

Change-28,595 (-61%)

Value$776.2K (-$1.4M)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares17,489 from 18,334

Change-845 (-5%)

Value$757.0K (-$81.0K)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

NEW

Shares14,009

Change+14,009

Value$606.0K

Filed 2026-10-16

Illinois Municipal Retirement Fund

DECREASED

Shares13,722 from 14,900

Change-1,178 (-8%)

Value$593.6K (-$87.5K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares11,700 from 12,200

Change-500 (-4%)

Value$506.1K (-$51.5K)

Filed 2026-10-20

State of Alaska, Department of Revenue

INCREASED

Shares10,017 from 9,195

Change+822 (+9%)

Value$432.0K (+$12.0K)

Filed 2026-10-15

New York State Teachers Retirement System

DECREASED

Shares9,529 from 9,988

Change-459 (-5%)

Value$412.0K (-$45.0K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares9,480 from 8,643

Change+837 (+10%)

Value$442.2K (+$55.4K)

Filed 2026-10-13

Exchange Traded Concepts, LLC

DECREASED

Shares8,200 from 93,286

Change-85,086 (-91%)

Value$354.7K (-$3.9M)

Filed 2026-10-28

Arizona State Retirement System

INCREASED

Shares7,667 from 7,597

Change+70 (+1%)

Value$331.7K (-$15.6K)

Filed 2026-11-03

Amalgamated Bank

DECREASED

Shares7,135 from 7,496

Change-361 (-5%)

Value$309.0K (-$34.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares6,870 from 7,459

Change-589 (-8%)

Value$297.2K (-$43.8K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares6,479 from 6,621

Change-142 (-2%)

Value$280.3K (-$22.4K)

Filed 2026-11-03

Maryland State Retirement & Pension System

NEW

Shares6,213

Change+6,213

Value$268.8K

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares6,200 from 6,400

Change-200 (-3%)

Value$268.2K (-$24.3K)

Filed 2026-10-30

Counterpoint Mutual Funds LLC

NEW

Shares5,959

Change+5,959

Value$257.8K

Filed 2026-10-16

Stirlingshire Investments, Inc.

NEW

Shares5,475

Change+5,475

Value$236.9K

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares5,469 from 5,927

Change-458 (-8%)

Value$236.6K (-$34.3K)

Filed 2026-11-05

Baron Wealth Management LLC

INCREASED

Shares5,461 from 5,367

Change+94 (+2%)

Value$236.2K (-$9.1K)

Filed 2026-10-27

Swiss Life Asset Management Ltd

DECREASED

Shares5,350 from 5,499

Change-149 (-3%)

Value$231.4K (-$19.9K)

Filed 2026-11-03

Sterling Capital Management LLC

DECREASED

Shares5,283 from 5,308

Change-25 (0%)

Value$228.5K (-$14.1K)

Filed 2026-10-22

CIBC Asset Management Inc

DECREASED

Shares5,136 from 5,221

Change-85 (-2%)

Value$222.2K (-$16.5K)

Filed 2026-11-05

Pictet Asset Management Holding SA

DECREASED

Shares4,657 from 5,372

Change-715 (-13%)

Value$201.5K (-$44.1K)

Filed 2026-11-03

Merit Financial Group, LLC

NEW

Shares4,626

Change+4,626

Value$200.1K

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares4,061 from 2,413

Change+1,648 (+68%)

Value$175.7K (+$65.4K)

Filed 2026-10-23

IFP Advisors, Inc

DECREASED

Shares3,838 from 3,958

Change-120 (-3%)

Value$166.0K (-$14.9K)

Filed 2026-10-16

Nisa Investment Advisors, LLC

INCREASED

Shares3,464 from 1,826

Change+1,638 (+90%)

Value$149.9K (+$66.4K)

Filed 2026-10-20

Parallel Advisors, LLC

DECREASED

Shares3,152 from 3,185

Change-33 (-1%)

Value$136.4K (-$9.2K)

Filed 2026-11-03

BI Asset Management Fondsmaeglerselskab A/S

NEW

Shares3,014

Change+3,014

Value$130.0K

Filed 2026-10-22

State of Wyoming

DECREASED

Shares2,973 from 4,961

Change-1,988 (-40%)

Value$128.6K (-$98.2K)

Filed 2026-10-28

Gamma Investing LLC

INCREASED

Shares2,289 from 1,977

Change+312 (+16%)

Value$99.0K (+$8.7K)

Filed 2026-10-08

Harbor Capital Advisors, Inc.

INCREASED

Shares1,613 from 1,253

Change+360 (+29%)

Value$70.0K (+$13.0K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares1,457 from 1,454

Change+3 (+0%)

Value$63.0K (-$3.4K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares980 from 956

Change+24 (+3%)

Value$42.4K (-$1.3K)

Filed 2026-10-27

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares587 from 587

Change0 (0%)

Value$25.4K (-$1.4K)

Filed 2026-10-23

Root Financial Partners, LLC

NEW

Shares506

Change+506

Value$21.9K

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares442 from 799

Change-357 (-45%)

Value$19.1K (-$17.4K)

Filed 2026-10-08

True Wealth Design, LLC

UNCHANGED

Shares428 from 428

Change0 (0%)

Value$18.5K (-$1.0K)

Filed 2026-10-13

Fortitude Family Office, LLC

INCREASED

Shares413 from 392

Change+21 (+5%)

Value$17.9K (-$52)

Filed 2026-10-14

iA Global Asset Management Inc.

NEW

Shares400

Change+400

Value$17

Filed 2026-10-29

PNC Financial Services Group, Inc.

INCREASED

Shares376 from 297

Change+79 (+27%)

Value$16.3K (+$2.7K)

Filed 2026-11-06

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares316 from 316

Change0 (0%)

Value$13.7K (-$774)

Filed 2026-11-05

UMB Bank, n.a.

INCREASED

Shares310 from 309

Change+1 (+0%)

Value$13.4K (-$713)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

INCREASED

Shares285 from 94

Change+191 (+203%)

Value$12.3K (+$8.0K)

Filed 2026-10-29

SJS Investment Consulting Inc.

INCREASED

Shares276 from 105

Change+171 (+163%)

Value$11.9K (+$7.1K)

Filed 2026-10-26

Essential Partners LLC

UNCHANGED

Shares276 from 276

Change0 (0%)

Value$11.9K (-$676)

Filed 2026-10-14

Salomon & Ludwin, LLC

UNCHANGED

Shares272 from 272

Change0 (0%)

Value$11.8K (-$579)

Filed 2026-10-29

Bare Financial Services, Inc

INCREASED

Shares259 from 187

Change+72 (+39%)

Value$11.2K (+$2.7K)

Filed 2026-11-04

US Bancorp \de\

INCREASED

Shares251 from 226

Change+25 (+11%)

Value$10.9K (+$528)

Filed 2026-11-05

Canton Hathaway, LLC

NEW

Shares250

Change+250

Value$10.8K

Filed 2026-10-23

Capital Advisors, Ltd. LLC

UNCHANGED

Shares231 from 231

Change0 (0%)

Value$10.0K (+$10.0K)

Filed 2026-10-27

Silver Grove Financial Group, Inc.

INCREASED

Shares183 from 182

Change+1 (+1%)

Value$7.9K (-$440)

Filed 2026-11-05

Mather Group, Llc.

INCREASED

Shares105 from 62

Change+43 (+69%)

Value$4.5K (+$1.7K)

Filed 2026-10-14

Valued Wealth Advisors LLC

INCREASED

Shares103 from 78

Change+25 (+32%)

Value$4.5K (+$890)

Filed 2026-11-05

Larson Financial Group LLC

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$4.4K (-$249)

Filed 2026-11-05

Avion Wealth

INCREASED

Shares78 from 60

Change+18 (+30%)

Value$3 (+$1)

Filed 2026-11-04

JFS Wealth Advisors, LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$3.4K (-$191)

Filed 2026-11-03

GK Wealth Management LLC

NEW

Shares75

Change+75

Value$3.2K

Filed 2026-10-09

Assetmark, Inc

INCREASED

Shares72 from 28

Change+44 (+157%)

Value$3.1K (+$1.8K)

Filed 2026-10-21

Ares Financial Consulting, LLC

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$2.8K (-$156)

Filed 2026-10-19

Marquette Asset Management, LLC

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$2.8K (-$157)

Filed 2026-10-09

Creative Capital Management Investments LLC

INCREASED

Shares52 from 34

Change+18 (+53%)

Value$2.3K (+$696)

Filed 2026-10-28

Blue Trust, Inc.

NEW

Shares36

Change+36

Value$1.6K

Filed 2026-10-15

Bell Investment Advisors, Inc

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.3K (-$74)

Filed 2026-10-29

Farmers & Merchants Investments Inc

INCREASED

Shares27 from 15

Change+12 (+80%)

Value$1.2K (+$482)

Filed 2026-10-22

Versant Capital Management, Inc

NEW

Shares26

Change+26

Value$1.1K

Filed 2026-10-02

Creative Financial Designs Inc

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$908 (-$52)

Filed 2026-11-04

Hughes Financial Services, LLC

DECREASED

Shares19 from 20

Change-1 (-5%)

Value$913 (-$1)

Filed 2026-10-30

Clearstead Advisors, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$822 (-$47)

Filed 2026-11-06

Bay Harbor Wealth Management, LLC

INCREASED

Shares16 from 14

Change+2 (+14%)

Value$692 (+$52)

Filed 2026-11-03

DecisionPoint Financial, LLC

INCREASED

Shares16 from 15

Change+1 (+7%)

Value$707 (+$26)

Filed 2026-10-27

Parkside Financial Bank & Trust

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$649 (-$37)

Filed 2026-10-27

North Star Investment Management Corp.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$649 (-$37)

Filed 2026-10-27

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$649 (-$37)

Filed 2026-10-16

UMB Private Wealth Management, LLC

NEW

Shares14

Change+14

Value$606

Filed 2026-10-19

Physician Wealth Advisors, Inc.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$606 (-$34)

Filed 2026-10-20

Gilpin Wealth Management, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$347 (-$19)

Filed 2026-10-09

Davis Capital Management

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$173 (-$10)

Filed 2026-10-08

Valley National Advisers Inc

NEW

Shares3

Change+3

Value$130

Filed 2026-10-23

Abound Wealth Management

DECREASED

Shares2 from 6

Change-4 (-67%)

Value$87 (-$188)

Filed 2026-10-26

GHP Investment Advisors, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$87 (-$5)

Filed 2026-10-15

Financial Consulate, Inc

NEW

Shares1

Change+1

Value$44

Filed 2026-10-23

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$44 (-$2)

Filed 2026-10-15

Evergreen Capital Management LLC

CLOSED

Shares0 from 16,503

Change-16,503 (-100%)

Value$0 (-$754.4K)

Filed 2026-10-23

R Squared Ltd

CLOSED

Shares0 from 6,229

Change-6,229 (-100%)

Value$0 (-$284.7K)

Filed 2026-11-06

Covestor Ltd

CLOSED

Shares0 from 923

Change-923 (-100%)

Value$0 (-$42.0K)

Filed 2026-10-30

Simplex Trading, LLC

CLOSED

Shares0 from 269

Change-269 (-100%)

Value$0 (-$12.3K)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 ($0)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$229)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 4,780,711

Change-4,780,711 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,758,792

Change-1,758,792 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 1,622,555

Change-1,622,555 (-100%)

Value—

Glendon Capital Management LP

N/A

Shares— from 1,298,718

Change-1,298,718 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,258,178

Change-1,258,178 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,247,746

Change-1,247,746 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 965,683

Change-965,683 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 877,582

Change-877,582 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 555,883

Change-555,883 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 509,405

Change-509,405 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 398,297

Change-398,297 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 379,288

Change-379,288 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 363,370

Change-363,370 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 316,861

Change-316,861 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 315,848

Change-315,848 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 307,134

Change-307,134 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 275,029

Change-275,029 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 250,965

Change-250,965 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 249,773

Change-249,773 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 240,381

Change-240,381 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 236,760

Change-236,760 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 220,296

Change-220,296 (-100%)

Value—

UBS Group AG

N/A

Shares— from 211,953

Change-211,953 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 194,640

Change-194,640 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 188,882

Change-188,882 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 185,605

Change-185,605 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 172,988

Change-172,988 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 154,456

Change-154,456 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 153,547

Change-153,547 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 134,427

Change-134,427 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 113,884

Change-113,884 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 111,716

Change-111,716 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 110,379

Change-110,379 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 89,442

Change-89,442 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 85,403

Change-85,403 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 84,861

Change-84,861 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 79,775

Change-79,775 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 73,863

Change-73,863 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 70,480

Change-70,480 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 70,425

Change-70,425 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 67,099

Change-67,099 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 66,321

Change-66,321 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 64,935

Change-64,935 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 63,055

Change-63,055 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 61,714

Change-61,714 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 55,300

Change-55,300 (-100%)

Value—

Norges Bank

N/A

Shares— from 51,214

Change-51,214 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 49,303

Change-49,303 (-100%)

Value—

South Dakota Investment Council

N/A

Shares— from 48,242

Change-48,242 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 47,401

Change-47,401 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 44,400

Change-44,400 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 38,971

Change-38,971 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 38,943

Change-38,943 (-100%)

Value—

Zurich Insurance Group Ltd

N/A

Shares— from 38,400

Change-38,400 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 34,211

Change-34,211 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 32,595

Change-32,595 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 31,796

Change-31,796 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 31,713

Change-31,713 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 31,389

Change-31,389 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 30,967

Change-30,967 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 29,298

Change-29,298 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 28,159

Change-28,159 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 27,807

Change-27,807 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 27,007

Change-27,007 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 24,275

Change-24,275 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 21,755

Change-21,755 (-100%)

Value—

Financial Strategies Group, Inc.

N/A

Shares— from 21,477

Change-21,477 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 21,297

Change-21,297 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 19,665

Change-19,665 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,491

Change-19,491 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 19,362

Change-19,362 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 18,527

Change-18,527 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 18,456

Change-18,456 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 17,901

Change-17,901 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 17,887

Change-17,887 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 17,725

Change-17,725 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 17,632

Change-17,632 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 16,454

Change-16,454 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 16,300

Change-16,300 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 15,875

Change-15,875 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 15,200

Change-15,200 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,189

Change-12,189 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 12,100

Change-12,100 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 9,785

Change-9,785 (-100%)

Value—

JMN Financial LLC

N/A

Shares— from 9,427

Change-9,427 (-100%)

Value—

Meeder Advisory Services, Inc.

N/A

Shares— from 9,406

Change-9,406 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,989

Change-8,989 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 8,957

Change-8,957 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,007

Change-8,007 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 7,645

Change-7,645 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 7,583

Change-7,583 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 7,354

Change-7,354 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 7,299

Change-7,299 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 7,122

Change-7,122 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 7,038

Change-7,038 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 7,036

Change-7,036 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 6,997

Change-6,997 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 6,944

Change-6,944 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 6,807

Change-6,807 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 6,607

Change-6,607 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 6,540

Change-6,540 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 6,065

Change-6,065 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 5,822

Change-5,822 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 5,812

Change-5,812 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 5,783

Change-5,783 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,476

Change-5,476 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 5,439

Change-5,439 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 5,419

Change-5,419 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 5,303

Change-5,303 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 4,953

Change-4,953 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,812

Change-4,812 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,596

Change-4,596 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 4,528

Change-4,528 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 3,007

Change-3,007 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,942

Change-2,942 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 2,767

Change-2,767 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,419

Change-2,419 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 2,280

Change-2,280 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,246

Change-2,246 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,103

Change-2,103 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,696

Change-1,696 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,431

Change-1,431 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 1,248

Change-1,248 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 1,227

Change-1,227 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,143

Change-1,143 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 779

Change-779 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 397

Change-397 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 274

Change-274 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 267

Change-267 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 238

Change-238 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 164

Change-164 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 158

Change-158 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 149

Change-149 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 147

Change-147 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 138

Change-138 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 98

Change-98 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 81

Change-81 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 62

Change-62 (-100%)

Value—

Quarry LP

N/A

Shares— from 57

Change-57 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 53

Change-53 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 11

Change-11 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	3,224,565	3,108,626	+115,939	+4%	$142.1M	$139.5M	-$2.6M	2026-11-04
LSV Asset Management	DECREASED	990,564	1,005,264	-14,700	-1%	$46.0M	$42.9M	-$3.1M	2026-11-06
Geode Capital Management, LLC	DECREASED	865,695	900,993	-35,298	-4%	$41.2M	$37.5M	-$3.7M	2026-11-06
Bank of New York Mellon Corp	DECREASED	402,062	403,051	-989	0%	$18.4M	$17.4M	-$1.0M	2026-11-05
Principal Financial Group Inc	INCREASED	233,939	203,093	+30,846	+15%	$9.3M	$10.1M	+$836.8K	2026-11-02
DekaBank Deutsche Girozentrale	INCREASED	220,352	217,575	+2,777	+1%	$8.8K	$10.2K	+$1.4K	2026-10-27
Allworth Financial LP	NEW	205,365	—	+205,365	—	—	$9.4M	—	2026-11-06
Creative Planning	INCREASED	136,488	109,452	+27,036	+25%	$5.0M	$5.9M	+$901.4K	2026-11-02
Moody Aldrich Partners LLC	UNCHANGED	115,819	115,819	0	0%	$5.3M	$5.0M	-$283.8K	2026-10-27
Robeco Institutional Asset Management B.V.	DECREASED	111,515	122,176	-10,661	-9%	$5.6M	$4.8M	-$760.5K	2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt	DECREASED	110,222	111,022	-800	-1%	$8.3M	$8.2M	-$91.5K	2026-10-21
Deutsche Bank Ag\	DECREASED	105,397	107,329	-1,932	-2%	$4.9M	$4.6M	-$346.5K	2026-11-06
Vest Financial, LLC	DECREASED	87,508	91,456	-3,948	-4%	$4.2M	$3.8M	-$394.9K	2026-10-21
Alps Advisors Inc	DECREASED	72,512	136,142	-63,630	-47%	$6.2M	$3.1M	-$3.1M	2026-11-03
CWA Asset Management Group, LLC	DECREASED	69,603	69,860	-257	0%	$3.2M	$3.0M	-$182.3K	2026-10-19
Citigroup Inc	DECREASED	67,198	93,716	-26,518	-28%	$4.3M	$2.9M	-$1.4M	2026-11-04
Barclays PLC	INCREASED	60,542	49,433	+11,109	+22%	$2.3M	$2.6M	+$359.5K	2026-11-06
Vise Technologies, Inc.	NEW	42,368	—	+42,368	—	—	$1.8M	—	2026-10-29
PDS Planning, Inc	DECREASED	32,027	52,051	-20,024	-38%	$2.4M	$1.4M	-$993.8K	2026-11-03
Choreo, LLC	DECREASED	30,878	30,901	-23	0%	$1.4M	$1.4M	+$21.4K	2026-10-28
Virginia Retirement Systems ET Al	DECREASED	25,636	28,236	-2,600	-9%	$1.3M	$1.1M	-$181.7K	2026-10-28
Strs Ohio	INCREASED	24,200	8,400	+15,800	+188%	$384.0K	$1.0M	+$662.9K	2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	23,521	8,953	+14,568	+163%	$409.3K	$1.0M	+$608.3K	2026-10-27
Regent Peak Wealth Advisors LLC	UNCHANGED	22,340	22,340	0	0%	$1.0M	$966.4K	-$54.7K	2026-10-13
Klein Pavlis & Peasley Financial, Inc.	DECREASED	20,947	21,035	-88	0%	$961.5K	$906.2K	-$55.3K	2026-10-13
Savant Capital, LLC	INCREASED	18,127	10,279	+7,848	+76%	$470.0K	$784.2K	+$314.2K	2026-11-06
Russell Investments Group, Ltd.	DECREASED	17,943	46,538	-28,595	-61%	$2.1M	$776.2K	-$1.4M	2026-11-06
Thrivent Financial for Lutherans	DECREASED	17,489	18,334	-845	-5%	$838.0K	$757.0K	-$81.0K	2026-11-05
Y-Intercept (Hong Kong) Ltd	NEW	14,009	—	+14,009	—	—	$606.0K	—	2026-10-16
Illinois Municipal Retirement Fund	DECREASED	13,722	14,900	-1,178	-8%	$681.1K	$593.6K	-$87.5K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	11,700	12,200	-500	-4%	$557.7K	$506.1K	-$51.5K	2026-10-20
State of Alaska, Department of Revenue	INCREASED	10,017	9,195	+822	+9%	$420.0K	$432.0K	+$12.0K	2026-10-15
New York State Teachers Retirement System	DECREASED	9,529	9,988	-459	-5%	$457.0K	$412.0K	-$45.0K	2026-10-22
Wealth Enhancement Advisory Services, LLC	INCREASED	9,480	8,643	+837	+10%	$386.8K	$442.2K	+$55.4K	2026-10-13
Exchange Traded Concepts, LLC	DECREASED	8,200	93,286	-85,086	-91%	$4.3M	$354.7K	-$3.9M	2026-10-28
Arizona State Retirement System	INCREASED	7,667	7,597	+70	+1%	$347.3K	$331.7K	-$15.6K	2026-11-03
Amalgamated Bank	DECREASED	7,135	7,496	-361	-5%	$343.0K	$309.0K	-$34.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	6,870	7,459	-589	-8%	$341.0K	$297.2K	-$43.8K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	6,479	6,621	-142	-2%	$302.6K	$280.3K	-$22.4K	2026-11-03
Maryland State Retirement & Pension System	NEW	6,213	—	+6,213	—	—	$268.8K	—	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	6,200	6,400	-200	-3%	$292.5K	$268.2K	-$24.3K	2026-10-30
Counterpoint Mutual Funds LLC	NEW	5,959	—	+5,959	—	—	$257.8K	—	2026-10-16
Stirlingshire Investments, Inc.	NEW	5,475	—	+5,475	—	—	$236.9K	—	2026-11-05
Fifth Third Bancorp	DECREASED	5,469	5,927	-458	-8%	$270.9K	$236.6K	-$34.3K	2026-11-05
Baron Wealth Management LLC	INCREASED	5,461	5,367	+94	+2%	$245.3K	$236.2K	-$9.1K	2026-10-27
Swiss Life Asset Management Ltd	DECREASED	5,350	5,499	-149	-3%	$251.4K	$231.4K	-$19.9K	2026-11-03
Sterling Capital Management LLC	DECREASED	5,283	5,308	-25	0%	$242.6K	$228.5K	-$14.1K	2026-10-22
CIBC Asset Management Inc	DECREASED	5,136	5,221	-85	-2%	$238.7K	$222.2K	-$16.5K	2026-11-05
Pictet Asset Management Holding SA	DECREASED	4,657	5,372	-715	-13%	$245.6K	$201.5K	-$44.1K	2026-11-03
Merit Financial Group, LLC	NEW	4,626	—	+4,626	—	—	$200.1K	—	2026-11-06
Signaturefd, LLC	INCREASED	4,061	2,413	+1,648	+68%	$110.3K	$175.7K	+$65.4K	2026-10-23
IFP Advisors, Inc	DECREASED	3,838	3,958	-120	-3%	$180.9K	$166.0K	-$14.9K	2026-10-16
Nisa Investment Advisors, LLC	INCREASED	3,464	1,826	+1,638	+90%	$83.5K	$149.9K	+$66.4K	2026-10-20
Parallel Advisors, LLC	DECREASED	3,152	3,185	-33	-1%	$145.6K	$136.4K	-$9.2K	2026-11-03
BI Asset Management Fondsmaeglerselskab A/S	NEW	3,014	—	+3,014	—	—	$130.0K	—	2026-10-22
State of Wyoming	DECREASED	2,973	4,961	-1,988	-40%	$226.8K	$128.6K	-$98.2K	2026-10-28
Gamma Investing LLC	INCREASED	2,289	1,977	+312	+16%	$90.4K	$99.0K	+$8.7K	2026-10-08
Harbor Capital Advisors, Inc.	INCREASED	1,613	1,253	+360	+29%	$57.0K	$70.0K	+$13.0K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	1,457	1,454	+3	+0%	$66.5K	$63.0K	-$3.4K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	INCREASED	980	956	+24	+3%	$43.7K	$42.4K	-$1.3K	2026-10-27
Wilmington Savings Fund Society, FSB	UNCHANGED	587	587	0	0%	$26.8K	$25.4K	-$1.4K	2026-10-23
Root Financial Partners, LLC	NEW	506	—	+506	—	—	$21.9K	—	2026-10-21
Farther Finance Advisors, LLC	DECREASED	442	799	-357	-45%	$36.5K	$19.1K	-$17.4K	2026-10-08
True Wealth Design, LLC	UNCHANGED	428	428	0	0%	$19.6K	$18.5K	-$1.0K	2026-10-13
Fortitude Family Office, LLC	INCREASED	413	392	+21	+5%	$17.9K	$17.9K	-$52	2026-10-14
iA Global Asset Management Inc.	NEW	400	—	+400	—	—	$17	—	2026-10-29
PNC Financial Services Group, Inc.	INCREASED	376	297	+79	+27%	$13.6K	$16.3K	+$2.7K	2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	316	316	0	0%	$14.4K	$13.7K	-$774	2026-11-05
UMB Bank, n.a.	INCREASED	310	309	+1	+0%	$14.1K	$13.4K	-$713	2026-11-06
Caitong International Asset Management Co., Ltd	INCREASED	285	94	+191	+203%	$4.3K	$12.3K	+$8.0K	2026-10-29
SJS Investment Consulting Inc.	INCREASED	276	105	+171	+163%	$4.8K	$11.9K	+$7.1K	2026-10-26
Essential Partners LLC	UNCHANGED	276	276	0	0%	$12.6K	$11.9K	-$676	2026-10-14
Salomon & Ludwin, LLC	UNCHANGED	272	272	0	0%	$12.3K	$11.8K	-$579	2026-10-29
Bare Financial Services, Inc	INCREASED	259	187	+72	+39%	$8.5K	$11.2K	+$2.7K	2026-11-04
US Bancorp \de\	INCREASED	251	226	+25	+11%	$10.3K	$10.9K	+$528	2026-11-05
Canton Hathaway, LLC	NEW	250	—	+250	—	—	$10.8K	—	2026-10-23
Capital Advisors, Ltd. LLC	UNCHANGED	231	231	0	0%	$11	$10.0K	+$10.0K	2026-10-27
Silver Grove Financial Group, Inc.	INCREASED	183	182	+1	+1%	$8.3K	$7.9K	-$440	2026-11-05
Mather Group, Llc.	INCREASED	105	62	+43	+69%	$2.8K	$4.5K	+$1.7K	2026-10-14
Valued Wealth Advisors LLC	INCREASED	103	78	+25	+32%	$3.6K	$4.5K	+$890	2026-11-05
Larson Financial Group LLC	UNCHANGED	102	102	0	0%	$4.7K	$4.4K	-$249	2026-11-05
Avion Wealth	INCREASED	78	60	+18	+30%	$2	$3	+$1	2026-11-04
JFS Wealth Advisors, LLC	UNCHANGED	78	78	0	0%	$3.6K	$3.4K	-$191	2026-11-03
GK Wealth Management LLC	NEW	75	—	+75	—	—	$3.2K	—	2026-10-09
Assetmark, Inc	INCREASED	72	28	+44	+157%	$1.3K	$3.1K	+$1.8K	2026-10-21
Ares Financial Consulting, LLC	UNCHANGED	64	64	0	0%	$2.9K	$2.8K	-$156	2026-10-19
Marquette Asset Management, LLC	UNCHANGED	64	64	0	0%	$2.9K	$2.8K	-$157	2026-10-09
Creative Capital Management Investments LLC	INCREASED	52	34	+18	+53%	$1.6K	$2.3K	+$696	2026-10-28
Blue Trust, Inc.	NEW	36	—	+36	—	—	$1.6K	—	2026-10-15
Bell Investment Advisors, Inc	UNCHANGED	30	30	0	0%	$1.4K	$1.3K	-$74	2026-10-29
Farmers & Merchants Investments Inc	INCREASED	27	15	+12	+80%	$686	$1.2K	+$482	2026-10-22
Versant Capital Management, Inc	NEW	26	—	+26	—	—	$1.1K	—	2026-10-02
Creative Financial Designs Inc	UNCHANGED	21	21	0	0%	$960	$908	-$52	2026-11-04
Hughes Financial Services, LLC	DECREASED	19	20	-1	-5%	$914	$913	-$1	2026-10-30
Clearstead Advisors, LLC	UNCHANGED	19	19	0	0%	$869	$822	-$47	2026-11-06
Bay Harbor Wealth Management, LLC	INCREASED	16	14	+2	+14%	$640	$692	+$52	2026-11-03
DecisionPoint Financial, LLC	INCREASED	16	15	+1	+7%	$681	$707	+$26	2026-10-27
Parkside Financial Bank & Trust	UNCHANGED	15	15	0	0%	$686	$649	-$37	2026-10-27
North Star Investment Management Corp.	UNCHANGED	15	15	0	0%	$686	$649	-$37	2026-10-27
DiNuzzo Private Wealth, Inc.	UNCHANGED	15	15	0	0%	$686	$649	-$37	2026-10-16
UMB Private Wealth Management, LLC	NEW	14	—	+14	—	—	$606	—	2026-10-19
Physician Wealth Advisors, Inc.	UNCHANGED	14	14	0	0%	$640	$606	-$34	2026-10-20
Gilpin Wealth Management, LLC	UNCHANGED	8	8	0	0%	$366	$347	-$19	2026-10-09
Davis Capital Management	UNCHANGED	4	4	0	0%	$183	$173	-$10	2026-10-08
Valley National Advisers Inc	NEW	3	—	+3	—	—	$130	—	2026-10-23
Abound Wealth Management	DECREASED	2	6	-4	-67%	$275	$87	-$188	2026-10-26
GHP Investment Advisors, Inc.	UNCHANGED	2	2	0	0%	$92	$87	-$5	2026-10-15
Financial Consulate, Inc	NEW	1	—	+1	—	—	$44	—	2026-10-23
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$46	$44	-$2	2026-10-15
Evergreen Capital Management LLC	CLOSED	0	16,503	-16,503	-100%	$754.4K	$0	-$754.4K	2026-10-23
R Squared Ltd	CLOSED	0	6,229	-6,229	-100%	$284.7K	$0	-$284.7K	2026-11-06
Covestor Ltd	CLOSED	0	923	-923	-100%	$42.0K	$0	-$42.0K	2026-10-30
Simplex Trading, LLC	CLOSED	0	269	-269	-100%	$12.3K	$0	-$12.3K	2026-11-04
Navigoe, LLC	CLOSED	0	7	-7	-100%	$0	$0	$0	2026-11-04
Plante Moran Financial Advisors, LLC	CLOSED	0	5	-5	-100%	$229	$0	-$229	2026-11-04
BlackRock, Inc.	N/A	—	4,780,711	-4,780,711	-100%	$218.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,758,792	-1,758,792	-100%	$80.4M	—	—	—
First Trust Advisors LP	N/A	—	1,622,555	-1,622,555	-100%	$74.2M	—	—	—
Glendon Capital Management LP	N/A	—	1,298,718	-1,298,718	-100%	$59.4M	—	—	—
State Street Corp	N/A	—	1,258,178	-1,258,178	-100%	$57.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,247,746	-1,247,746	-100%	$57.0M	—	—	—
American Century Companies Inc	N/A	—	965,683	-965,683	-100%	$44.1M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	877,582	-877,582	-100%	$40.1M	—	—	—
Morgan Stanley	N/A	—	555,883	-555,883	-100%	$25.4M	—	—	—
Invesco Ltd.	N/A	—	509,405	-509,405	-100%	$23.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	398,297	-398,297	-100%	$18.2M	—	—	—
Allianz Asset Management GmbH	N/A	—	379,288	-379,288	-100%	$17.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	363,370	-363,370	-100%	$16.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	316,861	-316,861	-100%	$14.5M	—	—	—
Northern Trust Corp	N/A	—	315,848	-315,848	-100%	$14.4M	—	—	—
Royce & Associates LP	N/A	—	307,134	-307,134	-100%	$14.0M	—	—	—
Two Sigma Investments, LP	N/A	—	275,029	-275,029	-100%	$12.6M	—	—	—
Edgestream Partners, L.P.	N/A	—	250,965	-250,965	-100%	$11.5M	—	—	—
Prudential Financial Inc	N/A	—	249,773	-249,773	-100%	$11.4M	—	—	—
AQR Capital Management LLC	N/A	—	240,381	-240,381	-100%	$11.0M	—	—	—
JPMorgan Chase & Co	N/A	—	236,760	-236,760	-100%	$10.8M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	220,296	-220,296	-100%	$10.1M	—	—	—
UBS Group AG	N/A	—	211,953	-211,953	-100%	$9.7M	—	—	—
Nuveen, LLC	N/A	—	194,640	-194,640	-100%	$8.9M	—	—	—
Bank of America Corp	N/A	—	188,882	-188,882	-100%	$8.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	185,605	-185,605	-100%	$8.5M	—	—	—
Denali Advisors LLC	N/A	—	172,988	-172,988	-100%	$7.9M	—	—	—
Public Sector Pension Investment Board	N/A	—	154,456	-154,456	-100%	$7.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	153,547	-153,547	-100%	$7.0M	—	—	—
Teacher Retirement System of Texas	N/A	—	134,427	-134,427	-100%	$6.1M	—	—	—
Millennium Management LLC	N/A	—	113,884	-113,884	-100%	$5.2M	—	—	—
Citadel Advisors LLC	N/A	—	111,716	-111,716	-100%	$5.1M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	110,379	-110,379	-100%	$5.0M	—	—	—
Point72 Asset Management, L.P.	N/A	—	89,442	-89,442	-100%	$4.1M	—	—	—
Ameriprise Financial Inc	N/A	—	85,403	-85,403	-100%	$3.9M	—	—	—
Gabelli Funds LLC	N/A	—	84,861	-84,861	-100%	$3.9M	—	—	—
Voloridge Investment Management, LLC	N/A	—	79,775	-79,775	-100%	$3.6M	—	—	—
NewEdge Wealth, LLC	N/A	—	73,863	-73,863	-100%	$3.4M	—	—	—
Horizon Investments, LLC	N/A	—	70,480	-70,480	-100%	$3.2M	—	—	—
Rhumbline Advisers	N/A	—	70,425	-70,425	-100%	$3.2M	—	—	—
Mariner, LLC	N/A	—	67,099	-67,099	-100%	$3.1M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	66,321	-66,321	-100%	$3.0M	—	—	—
Martingale Asset Management L P	N/A	—	64,935	-64,935	-100%	$3.0M	—	—	—
Legal & General Group Plc	N/A	—	63,055	-63,055	-100%	$2.9M	—	—	—
New York State Common Retirement Fund	N/A	—	61,714	-61,714	-100%	$2.8M	—	—	—
Swiss National Bank	N/A	—	55,300	-55,300	-100%	$2.5M	—	—	—
Norges Bank	N/A	—	51,214	-51,214	-100%	$2.3M	—	—	—
Alliancebernstein L.P.	N/A	—	49,303	-49,303	-100%	$2.0M	—	—	—
South Dakota Investment Council	N/A	—	48,242	-48,242	-100%	$2.2M	—	—	—
Squarepoint Ops LLC	N/A	—	47,401	-47,401	-100%	$2.2M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	44,400	-44,400	-100%	$2.0M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	38,971	-38,971	-100%	$1.8M	—	—	—
UBS Asset Management Americas LLC	N/A	—	38,943	-38,943	-100%	$1.8M	—	—	—
Zurich Insurance Group Ltd	N/A	—	38,400	-38,400	-100%	$1.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	34,211	-34,211	-100%	$1.6M	—	—	—
California State Teachers Retirement System	N/A	—	32,595	-32,595	-100%	$1.5M	—	—	—
Jupiter Topco LLC	N/A	—	31,796	-31,796	-100%	$1.5M	—	—	—
Brevan Howard Capital Management LP	N/A	—	31,713	-31,713	-100%	$1.4M	—	—	—
Wells Fargo & Company	N/A	—	31,389	-31,389	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	30,967	-30,967	-100%	$1.4M	—	—	—
Aquatic Capital Management LLC	N/A	—	29,298	-29,298	-100%	$1.3M	—	—	—
Odyssean, LLC	N/A	—	28,159	-28,159	-100%	$1.3M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	27,807	-27,807	-100%	$1.3M	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	27,007	-27,007	-100%	$1.2M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	24,275	-24,275	-100%	$1.1M	—	—	—
Tudor Investment Corp ET AL	N/A	—	21,755	-21,755	-100%	$994.4K	—	—	—
Financial Strategies Group, Inc.	N/A	—	21,477	-21,477	-100%	$977.4K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	21,297	-21,297	-100%	$973.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	19,665	-19,665	-100%	$898.9K	—	—	—
XTX Topco Ltd	N/A	—	19,491	-19,491	-100%	$890.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	19,362	-19,362	-100%	$885.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	18,527	-18,527	-100%	$846.8K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	18,456	-18,456	-100%	$843.6K	—	—	—
Tidal Investments LLC	N/A	—	17,901	-17,901	-100%	$818.3K	—	—	—
Neuberger Berman Group LLC	N/A	—	17,887	-17,887	-100%	$817.6K	—	—	—
Jump Financial, LLC	N/A	—	17,725	-17,725	-100%	$810.2K	—	—	—
MML Investors Services, LLC	N/A	—	17,632	-17,632	-100%	$806.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	16,454	-16,454	-100%	$752.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	16,300	-16,300	-100%	$745.1K	—	—	—
SEI Investments Co	N/A	—	15,875	-15,875	-100%	$725.6K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	15,200	-15,200	-100%	$694.8K	—	—	—
HighTower Advisors, LLC	N/A	—	12,189	-12,189	-100%	$557.2K	—	—	—
PDT Partners, LLC	N/A	—	12,100	-12,100	-100%	$553.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	9,785	-9,785	-100%	$447.3K	—	—	—
JMN Financial LLC	N/A	—	9,427	-9,427	-100%	$430.9K	—	—	—
Meeder Advisory Services, Inc.	N/A	—	9,406	-9,406	-100%	$429.9K	—	—	—
Raymond James Financial Inc	N/A	—	8,989	-8,989	-100%	$410.9K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	8,957	-8,957	-100%	$409.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,007	-8,007	-100%	$366.0K	—	—	—
Franklin Resources Inc	N/A	—	7,645	-7,645	-100%	$349.5K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	7,583	-7,583	-100%	$347.0K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	7,354	-7,354	-100%	$336.0K	—	—	—
Guggenheim Capital LLC	N/A	—	7,299	-7,299	-100%	$333.6K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	7,122	-7,122	-100%	$325.5K	—	—	—
Harvest Investment Services, LLC	N/A	—	7,038	-7,038	-100%	$321.7K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	7,036	-7,036	-100%	$321.6K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	6,997	-6,997	-100%	$319.8K	—	—	—
QRG Capital Management, Inc.	N/A	—	6,944	-6,944	-100%	$317.4K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	6,807	-6,807	-100%	$311.1K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	6,607	-6,607	-100%	$302.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	6,540	-6,540	-100%	$298.9K	—	—	—
Cambria Investment Management, L.P.	N/A	—	6,065	-6,065	-100%	$277.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	5,822	-5,822	-100%	$266.0K	—	—	—
Quantbot Technologies LP	N/A	—	5,812	-5,812	-100%	$265.7K	—	—	—
Voya Investment Management LLC	N/A	—	5,783	-5,783	-100%	$264.3K	—	—	—
Handelsbanken Fonder AB	N/A	—	5,500	-5,500	-100%	$251	—	—	—
FMR LLC	N/A	—	5,476	-5,476	-100%	$250.3K	—	—	—
Cerity Partners LLC	N/A	—	5,439	-5,439	-100%	$248.6K	—	—	—
Intech Investment Management LLC	N/A	—	5,419	-5,419	-100%	$247.7K	—	—	—
IEQ Capital, LLC	N/A	—	5,303	-5,303	-100%	$242.4K	—	—	—
Diametric Capital, LP	N/A	—	4,953	-4,953	-100%	$226.4K	—	—	—
Cetera Investment Advisers	N/A	—	4,812	-4,812	-100%	$220.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,596	-4,596	-100%	$210.1K	—	—	—
Quadrature Capital Ltd	N/A	—	4,528	-4,528	-100%	$207.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	3,007	-3,007	-100%	$137.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,942	-2,942	-100%	$134.5K	—	—	—
Acadian Asset Management LLC	N/A	—	2,767	-2,767	-100%	$126.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,419	-2,419	-100%	$110.6K	—	—	—
SG Americas Securities, LLC	N/A	—	2,280	-2,280	-100%	$104.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,246	-2,246	-100%	$102.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,103	-2,103	-100%	$96.1K	—	—	—
Arax Advisory Partners	N/A	—	1,696	-1,696	-100%	$77.5K	—	—	—
Royal Bank of Canada	N/A	—	1,431	-1,431	-100%	$65.0K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	1,248	-1,248	-100%	$57.0K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	1,227	-1,227	-100%	$56.1K	—	—	—
WealthCollab, LLC	N/A	—	1,143	-1,143	-100%	$52.2K	—	—	—
Bessemer Group Inc	N/A	—	779	-779	-100%	$28.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	397	-397	-100%	$18.1K	—	—	—
Persistent Asset Partners Ltd	N/A	—	274	-274	-100%	$12.5K	—	—	—
Pacer Advisors, Inc.	N/A	—	267	-267	-100%	$12	—	—	—
Public Employees Retirement System of Ohio	N/A	—	238	-238	-100%	$10.9K	—	—	—
CVA Family Office, LLC	N/A	—	164	-164	-100%	$7.5K	—	—	—
Optiver Holding B.V.	N/A	—	158	-158	-100%	$7.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	149	-149	-100%	$6.8K	—	—	—
Picton Mahoney Asset Management	N/A	—	147	-147	-100%	$6.7K	—	—	—
Rothschild Investment LLC	N/A	—	138	-138	-100%	$6.3K	—	—	—
IMA Advisory Services, Inc.	N/A	—	98	-98	-100%	$4.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	83	-83	-100%	$3.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	81	-81	-100%	$3.7K	—	—	—
Kilter Group LLC	N/A	—	75	-75	-100%	$3.4K	—	—	—
Cornerstone Financial Management LLC	N/A	—	62	-62	-100%	$2.8K	—	—	—
Quarry LP	N/A	—	57	-57	-100%	$2.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	53	-53	-100%	$2.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	29	-29	-100%	$1.3K	—	—	—
JPL Wealth Management, LLC	N/A	—	25	-25	-100%	$1.1K	—	—	—
HFM Investment Advisors, LLC	N/A	—	14	-14	-100%	$640	—	—	—
Jones Financial Companies Lllp	N/A	—	11	-11	-100%	$498	—	—	—
Ankerstar Wealth, LLC	N/A	—	8	-8	-100%	$366	—	—	—
Ameriflex Group, Inc.	N/A	—	7	-7	-100%	$320	—	—	—
Harbour Investments, Inc.	N/A	—	7	-7	-100%	$327	—	—	—
LRI Investments, LLC	N/A	—	6	-6	-100%	$274	—	—	—
Raffa Wealth Management, LLC	N/A	—	3	-3	-100%	$137	—	—	—

Showing 267 of 267 institutions