Eplus Inc (PLUS)

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

Shares1,429,968 from 1,368,044

Change+61,924 (+5%)

Value$128.7M (+$14.9M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares214,960 from 218,797

Change-3,837 (-2%)

Value$19.3M (+$1.1M)

Filed 2026-11-05

Tributary Capital Management, LLC

DECREASED

Shares183,945 from 191,890

Change-7,945 (-4%)

Value$16.6M (+$585.8K)

Filed 2026-10-28

Principal Financial Group Inc

INCREASED

Shares159,630 from 155,145

Change+4,485 (+3%)

Value$14.4M (+$1.5M)

Filed 2026-11-02

Alps Advisors Inc

INCREASED

Shares154,737 from 6,625

Change+148,112 (+2236%)

Value$13.9M (+$13.4M)

Filed 2026-11-03

Swedbank AB

DECREASED

Shares154,000 from 200,000

Change-46,000 (-23%)

Value$13.9M (-$2.8M)

Filed 2026-10-27

GHP Investment Advisors, Inc.

INCREASED

Shares103,582 from 101,971

Change+1,611 (+2%)

Value$9.3M (+$836.4K)

Filed 2026-10-15

Allspring Global Investments Holdings, LLC

INCREASED

Shares97,147 from 65,784

Change+31,363 (+48%)

Value$9.0M (+$3.6M)

Filed 2026-11-04

Bridge City Capital, LLC

INCREASED

Shares90,736 from 81,014

Change+9,722 (+12%)

Value$8.2M (+$1.4M)

Filed 2026-10-29

Eulav Asset Management

DECREASED

Shares89,600 from 111,600

Change-22,000 (-20%)

Value$8.1M (-$1.2M)

Filed 2026-10-23

Nicholas Company, Inc.

UNCHANGED

Shares83,455 from 83,455

Change0 (0%)

Value$7.5M (+$565.8K)

Filed 2026-11-05

Vest Financial, LLC

INCREASED

Shares71,209 from 67,861

Change+3,348 (+5%)

Value$6.4M (+$761.5K)

Filed 2026-10-21

Chatham Capital Group, Inc.

INCREASED

Shares44,093 from 40,903

Change+3,190 (+8%)

Value$4.0M (+$564.5K)

Filed 2026-10-16

Sterling Capital Management LLC

DECREASED

Shares43,212 from 44,737

Change-1,525 (-3%)

Value$3.9M (+$166.1K)

Filed 2026-10-22

Campbell Newman Asset Management Inc

INCREASED

Shares36,169 from 35,044

Change+1,125 (+3%)

Value$3.3M (+$338.9K)

Filed 2026-10-22

Inspire Investing, LLC

INCREASED

Shares35,740 from 9,761

Change+25,979 (+266%)

Value$3.2M (+$2.4M)

Filed 2026-10-22

Creative Planning

DECREASED

Shares33,371 from 34,173

Change-802 (-2%)

Value$3.0M (+$159.5K)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares33,110 from 58,305

Change-25,195 (-43%)

Value$3.0M (-$1.9M)

Filed 2026-11-05

Assetmark, Inc

DECREASED

Shares28,055 from 28,499

Change-444 (-2%)

Value$2.5M (+$153.3K)

Filed 2026-10-21

Polaris Capital Management, LLC

UNCHANGED

Shares27,700 from 27,700

Change0 (0%)

Value$2.5M (+$187.8K)

Filed 2026-10-21

Barclays PLC

INCREASED

Shares19,319 from 12,552

Change+6,767 (+54%)

Value$1.7M (+$694.2K)

Filed 2026-11-06

Argent Capital Management LLC

DECREASED

Shares16,553 from 17,535

Change-982 (-6%)

Value$1.5M (+$30.5K)

Filed 2026-10-05

Thrivent Financial for Lutherans

DECREASED

Shares16,442 from 17,169

Change-727 (-4%)

Value$1.5M (+$51.0K)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares15,319 from 35,790

Change-20,471 (-57%)

Value$1.4M (-$1.6M)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares14,781 from 16,022

Change-1,241 (-8%)

Value$1.3M (-$3.1K)

Filed 2026-11-04

State of New Jersey Common Pension Fund D

INCREASED

Shares13,505 from 13,238

Change+267 (+2%)

Value$1.2M (+$113.8K)

Filed 2026-11-05

Illinois Municipal Retirement Fund

DECREASED

Shares13,336 from 13,604

Change-268 (-2%)

Value$1.2M (+$68.1K)

Filed 2026-11-05

Azzad Asset Management Inc

INCREASED

Shares12,679 from 12,459

Change+220 (+2%)

Value$1.1M (+$104.3K)

Filed 2026-11-04

Louisiana State Employees Retirement System

DECREASED

Shares11,000 from 11,500

Change-500 (-4%)

Value$990.1K (+$33.0K)

Filed 2026-10-20

Arizona State Retirement System

INCREASED

Shares7,366 from 7,282

Change+84 (+1%)

Value$663.0K (+$56.9K)

Filed 2026-11-03

HUB Investment Partners, LLC

NEW

Shares7,279

Change+7,279

Value$655.2K

Filed 2026-11-03

Amalgamated Bank

DECREASED

Shares6,720 from 7,034

Change-314 (-4%)

Value$605.0K (+$20.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares6,557 from 6,989

Change-432 (-6%)

Value$590.2K (+$8.5K)

Filed 2026-10-22

New York State Teachers Retirement System

UNCHANGED

Shares6,418 from 6,418

Change0 (0%)

Value$578.0K (+$44.0K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares6,091 from 6,200

Change-109 (-2%)

Value$548.3K (+$32.2K)

Filed 2026-11-03

Advisory Advocates, LLC

INCREASED

Shares5,815 from 5,694

Change+121 (+2%)

Value$523.4K (+$49.5K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

DECREASED

Shares5,780 from 8,623

Change-2,843 (-33%)

Value$520.2K (-$197.4K)

Filed 2026-11-06

Oregon Public Employees Retirement Fund

DECREASED

Shares5,770 from 6,005

Change-235 (-4%)

Value$519.4K (+$19.6K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares5,708 from 3,782

Change+1,926 (+51%)

Value$513.8K (+$199.0K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares5,555 from 9,823

Change-4,268 (-43%)

Value$499.0K (-$317.0K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares5,197 from 4,838

Change+359 (+7%)

Value$468.0K (+$65.0K)

Filed 2026-11-02

Park Capital Management, LLC / WI

NEW

Shares5,138

Change+5,138

Value$462.5K

Filed 2026-10-13

InTrack Investment Management Inc

DECREASED

Shares4,750 from 4,850

Change-100 (-2%)

Value$427.5K (+$23.9K)

Filed 2026-10-15

James Investment Research, Inc.

UNCHANGED

Shares4,684 from 4,684

Change0 (0%)

Value$421.6K (+$31.8K)

Filed 2026-10-22

Pictet Asset Management Holding SA

DECREASED

Shares4,268 from 4,659

Change-391 (-8%)

Value$384.2K (-$3.6K)

Filed 2026-11-03

Vista Finance, LLC

DECREASED

Shares3,911 from 4,144

Change-233 (-6%)

Value$352.0K (+$7.1K)

Filed 2026-10-23

Fifth Third Wealth Advisors LLC

NEW

Shares3,824

Change+3,824

Value$344.2K

Filed 2026-10-22

OpenArc Corporate Advisory, LLC

NEW

Shares3,792

Change+3,792

Value$341.3K

Filed 2026-10-21

ProShare Advisors LLC

DECREASED

Shares3,593 from 3,777

Change-184 (-5%)

Value$323.4K (+$9.0K)

Filed 2026-10-29

State of Wyoming

INCREASED

Shares3,551 from 2,572

Change+979 (+38%)

Value$319.6K (+$105.6K)

Filed 2026-10-28

Zions Bancorporation, National Association

DECREASED

Shares3,331 from 7,233

Change-3,902 (-54%)

Value$299.8K (-$302.2K)

Filed 2026-11-06

Axxion S.A.

INCREASED

Shares3,215 from 2,865

Change+350 (+12%)

Value$289.4K (+$50.9K)

Filed 2026-10-22

Contravisory Investment Management, Inc.

INCREASED

Shares3,091 from 2,508

Change+583 (+23%)

Value$278.2K (+$69.5K)

Filed 2026-10-13

Mutual of America Capital Management LLC

DECREASED

Shares2,950 from 2,994

Change-44 (-1%)

Value$265.5K (+$16.3K)

Filed 2026-10-23

SAX Wealth Advisors, LLC

NEW

Shares2,858

Change+2,858

Value$257.2K

Filed 2026-10-13

Xponance LLC

DECREASED

Shares2,564 from 2,607

Change-43 (-2%)

Value$230.8K (+$13.8K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,528 from 2,445

Change+83 (+3%)

Value$231.6K (+$12.4K)

Filed 2026-10-13

Able Wealth Management LLC

NEW

Shares2,502

Change+2,502

Value$232.7K

Filed 2026-10-13

Elevation Point Wealth Partners, LLC

DECREASED

Shares2,476 from 2,487

Change-11 (0%)

Value$222.9K (+$15.9K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares2,404 from 112

Change+2,292 (+2046%)

Value$216.4K (+$207.1K)

Filed 2026-10-08

Virginia Retirement Systems ET Al

DECREASED

Shares2,300 from 3,059

Change-759 (-25%)

Value$207.0K (-$47.6K)

Filed 2026-10-28

Symmetry Partners, LLC

NEW

Shares2,247

Change+2,247

Value$202.3K

Filed 2026-10-27

Quadrant Capital Group LLC

DECREASED

Shares2,229 from 2,610

Change-381 (-15%)

Value$216.1K (-$1.2K)

Filed 2026-10-20

US Bancorp \de\

DECREASED

Shares2,030 from 2,044

Change-14 (-1%)

Value$182.7K (+$12.6K)

Filed 2026-11-05

Nykredit A/S

UNCHANGED

Shares1,936 from 1,936

Change0 (0%)

Value$174.3K (+$13.1K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

INCREASED

Shares1,827 from 1,450

Change+377 (+26%)

Value$164.4K (+$43.8K)

Filed 2026-10-20

Parallel Advisors, LLC

INCREASED

Shares1,529 from 79

Change+1,450 (+1835%)

Value$137.6K (+$131.1K)

Filed 2026-11-03

Fortitude Family Office, LLC

INCREASED

Shares1,212 from 9

Change+1,203 (+13367%)

Value$109.1K (+$108.3K)

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares970 from 983

Change-13 (-1%)

Value$87.3K (+$5.5K)

Filed 2026-10-27

Gamma Investing LLC

INCREASED

Shares940 from 788

Change+152 (+19%)

Value$84.6K (+$19.0K)

Filed 2026-10-08

KBC Group NV

UNCHANGED

Shares924 from 924

Change0 (0%)

Value$83.0K (+$6.0K)

Filed 2026-10-22

Larson Financial Group LLC

DECREASED

Shares711 from 781

Change-70 (-9%)

Value$64.0K (-$1.0K)

Filed 2026-11-05

Versant Capital Management, Inc

INCREASED

Shares687 from 682

Change+5 (+1%)

Value$61.8K (+$5.1K)

Filed 2026-10-02

Parkside Financial Bank & Trust

INCREASED

Shares574 from 507

Change+67 (+13%)

Value$51.7K (+$9.5K)

Filed 2026-10-27

Gen-Wealth Partners Inc

DECREASED

Shares481 from 1,484

Change-1,003 (-68%)

Value$43.3K (-$80.2K)

Filed 2026-11-04

Strengthening Families & Communities, LLC

INCREASED

Shares466 from 455

Change+11 (+2%)

Value$42.0K (+$4.1K)

Filed 2026-10-21

Harbor Capital Advisors, Inc.

INCREASED

Shares356 from 172

Change+184 (+107%)

Value$32.0K (+$32.0K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares347 from 132

Change+215 (+163%)

Value$31.2K (+$20.2K)

Filed 2026-11-04

Heritage Family Offices, LLP

NEW

Shares252

Change+252

Value$22.7K

Filed 2026-11-02

Hughes Financial Services, LLC

INCREASED

Shares251 from 250

Change+1 (+0%)

Value$24.0K (+$3.2K)

Filed 2026-10-30

Private Trust Co NA

UNCHANGED

Shares205 from 205

Change0 (0%)

Value$18.5K (+$1.4K)

Filed 2026-10-20

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$18.0K (+$1.4K)

Filed 2026-10-27

Salomon & Ludwin, LLC

UNCHANGED

Shares153 from 153

Change0 (0%)

Value$13.8K (+$1.2K)

Filed 2026-10-29

Mather Group, Llc.

INCREASED

Shares149 from 111

Change+38 (+34%)

Value$13.4K (+$4.2K)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares145

Change+145

Value$13.1K

Filed 2026-10-21

KFG LLC

NEW

Shares128

Change+128

Value$11.5K

Filed 2026-11-02

Private Wealth Management Group, LLC

UNCHANGED

Shares94 from 94

Change0 (0%)

Value$8.5K (+$637)

Filed 2026-10-19

Essential Partners LLC

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$7.8K (+$590)

Filed 2026-10-14

Bare Financial Services, Inc

INCREASED

Shares79 from 68

Change+11 (+16%)

Value$7.1K (+$1.5K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$5.6K ($0)

Filed 2026-11-06

Signaturefd, LLC

DECREASED

Shares63 from 88

Change-25 (-28%)

Value$5.7K (-$1.7K)

Filed 2026-10-23

IFP Advisors, Inc

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$5.4K (+$407)

Filed 2026-10-16

Clark Wealth Partners

NEW

Shares59

Change+59

Value$5.3K

Filed 2026-10-19

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$5.2K (+$394)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$4.4K (+$332)

Filed 2026-10-05

MJT & Associates Financial Advisory Group, Inc.

INCREASED

Shares39 from 31

Change+8 (+26%)

Value$3.5K (+$930)

Filed 2026-10-07

CoreCap Advisors, LLC

DECREASED

Shares38 from 42

Change-4 (-10%)

Value$3.4K (-$76)

Filed 2026-10-08

Bell Investment Advisors, Inc

INCREASED

Shares34 from 28

Change+6 (+21%)

Value$3.1K (+$730)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares33

Change+33

Value$3.0K

Filed 2026-10-30

Clearstead Advisors, LLC

INCREASED

Shares29 from 22

Change+7 (+32%)

Value$2.6K (+$779)

Filed 2026-11-06

Valued Wealth Advisors LLC

DECREASED

Shares26 from 30

Change-4 (-13%)

Value$2.3K (-$156)

Filed 2026-11-05

Farmers & Merchants Investments Inc

INCREASED

Shares25 from 16

Change+9 (+56%)

Value$2.3K (+$918)

Filed 2026-10-22

UMB Private Wealth Management, LLC

NEW

Shares20

Change+20

Value$1.8K

Filed 2026-10-19

Covestor Ltd

DECREASED

Shares16 from 17

Change-1 (-6%)

Value$1 ($0)

Filed 2026-10-30

True Wealth Design, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$991 (+$75)

Filed 2026-10-13

Valley National Advisers Inc

NEW

Shares8

Change+8

Value$721

Filed 2026-10-23

Creative Capital Management Investments LLC

INCREASED

Shares8 from 4

Change+4 (+100%)

Value$720 (+$387)

Filed 2026-10-28

Davis Capital Management

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$180 (+$97)

Filed 2026-10-08

Abound Wealth Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$181 (+$14)

Filed 2026-10-26

Caitong International Asset Management Co., Ltd

NEW

Shares1

Change+1

Value$90

Filed 2026-10-29

Financial Consulate, Inc

NEW

Shares1

Change+1

Value$91

Filed 2026-10-23

Gilpin Wealth Management, LLC

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$91 (-$76)

Filed 2026-10-09

SBI Securities Co., Ltd.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$90 (+$7)

Filed 2026-10-22

SJS Investment Consulting Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$91 (+$7)

Filed 2026-10-26

Leonteq Securities AG

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$90 (+$7)

Filed 2026-10-29

Herald Investment Management Ltd

CLOSED

Shares0 from 67,500

Change-67,500 (-100%)

Value$0 (-$5.6M)

Filed 2026-10-05

First Citizens Bank & Trust Co

CLOSED

Shares0 from 3,597

Change-3,597 (-100%)

Value$0 (-$299.4K)

Filed 2026-10-14

Revolve Wealth Partners, LLC

CLOSED

Shares0 from 2,477

Change-2,477 (-100%)

Value$0 (-$206.2K)

Filed 2026-10-23

MCF Advisors LLC

CLOSED

Shares0 from 88

Change-88 (-100%)

Value$0 (-$7.3K)

Filed 2026-10-28

J.Safra Asset Management Corp

CLOSED

Shares0 from 38

Change-38 (-100%)

Value$0 (-$3.2K)

Filed 2026-11-03

Torren Management, LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-29

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$499)

Filed 2026-10-07

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$416)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-06

DecisionPoint Financial, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$83)

Filed 2026-10-27

BlackRock, Inc.

N/A

Shares— from 4,060,186

Change-4,060,186 (-100%)

Value—

River Road Asset Management, LLC

N/A

Shares— from 1,582,148

Change-1,582,148 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,160,310

Change-1,160,310 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,142,862

Change-1,142,862 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,066,916

Change-1,066,916 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 920,085

Change-920,085 (-100%)

Value—

AltraVue Capital, LLC

N/A

Shares— from 910,893

Change-910,893 (-100%)

Value—

FMR LLC

N/A

Shares— from 791,462

Change-791,462 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 758,251

Change-758,251 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 729,583

Change-729,583 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 659,994

Change-659,994 (-100%)

Value—

Geneva Capital Management LLC

N/A

Shares— from 595,827

Change-595,827 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 444,397

Change-444,397 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 395,081

Change-395,081 (-100%)

Value—

Ophir Asset Management Pty Ltd

N/A

Shares— from 382,904

Change-382,904 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 362,480

Change-362,480 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 311,913

Change-311,913 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 287,417

Change-287,417 (-100%)

Value—

Neumeier Poma Investment Counsel LLC

N/A

Shares— from 275,000

Change-275,000 (-100%)

Value—

London Co of Virginia

N/A

Shares— from 259,518

Change-259,518 (-100%)

Value—

Boston Partners

N/A

Shares— from 246,655

Change-246,655 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 234,774

Change-234,774 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 230,878

Change-230,878 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 230,270

Change-230,270 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 187,383

Change-187,383 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 173,775

Change-173,775 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 168,377

Change-168,377 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 163,196

Change-163,196 (-100%)

Value—

Oberweis Asset Management Inc/

N/A

Shares— from 150,998

Change-150,998 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 130,540

Change-130,540 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 126,385

Change-126,385 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 122,468

Change-122,468 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 117,693

Change-117,693 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 115,647

Change-115,647 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 105,901

Change-105,901 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 102,512

Change-102,512 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 102,130

Change-102,130 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 89,732

Change-89,732 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 86,936

Change-86,936 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 86,455

Change-86,455 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 84,079

Change-84,079 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 79,991

Change-79,991 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 71,158

Change-71,158 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 70,004

Change-70,004 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 65,951

Change-65,951 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 62,315

Change-62,315 (-100%)

Value—

Blue Door Asset Management, LLC

N/A

Shares— from 58,938

Change-58,938 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 58,366

Change-58,366 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 57,238

Change-57,238 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 52,956

Change-52,956 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 49,727

Change-49,727 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 47,935

Change-47,935 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 41,414

Change-41,414 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 35,095

Change-35,095 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 33,918

Change-33,918 (-100%)

Value—

UBS Group AG

N/A

Shares— from 31,983

Change-31,983 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 31,222

Change-31,222 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 30,100

Change-30,100 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 30,060

Change-30,060 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 29,009

Change-29,009 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 26,006

Change-26,006 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 23,424

Change-23,424 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 23,068

Change-23,068 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 21,779

Change-21,779 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 21,055

Change-21,055 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 20,395

Change-20,395 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 20,197

Change-20,197 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 20,168

Change-20,168 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 19,853

Change-19,853 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 18,900

Change-18,900 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 18,707

Change-18,707 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 18,237

Change-18,237 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,693

Change-17,693 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 17,525

Change-17,525 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 15,467

Change-15,467 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 15,292

Change-15,292 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 14,571

Change-14,571 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 13,237

Change-13,237 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 13,153

Change-13,153 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 13,141

Change-13,141 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 12,213

Change-12,213 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 12,071

Change-12,071 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 11,708

Change-11,708 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 10,845

Change-10,845 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 10,439

Change-10,439 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 10,363

Change-10,363 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 10,325

Change-10,325 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 10,247

Change-10,247 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 9,966

Change-9,966 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 9,157

Change-9,157 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 9,040

Change-9,040 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 9,001

Change-9,001 (-100%)

Value—

Amundi

N/A

Shares— from 8,905

Change-8,905 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,727

Change-8,727 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 8,589

Change-8,589 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 7,823

Change-7,823 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 7,718

Change-7,718 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 7,345

Change-7,345 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 7,062

Change-7,062 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 6,944

Change-6,944 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 6,918

Change-6,918 (-100%)

Value—

Watershed Asset Management, L.L.C.

N/A

Shares— from 6,699

Change-6,699 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 6,651

Change-6,651 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 6,635

Change-6,635 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 6,416

Change-6,416 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 6,393

Change-6,393 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 5,700

Change-5,700 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 5,431

Change-5,431 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,349

Change-5,349 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 5,274

Change-5,274 (-100%)

Value—

Storgate, LLC

N/A

Shares— from 5,240

Change-5,240 (-100%)

Value—

Aviva PLC

N/A

Shares— from 5,199

Change-5,199 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,115

Change-5,115 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 5,100

Change-5,100 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 4,766

Change-4,766 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 4,418

Change-4,418 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 4,300

Change-4,300 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 4,261

Change-4,261 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 4,255

Change-4,255 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 4,227

Change-4,227 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 4,028

Change-4,028 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 4,024

Change-4,024 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 3,930

Change-3,930 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 3,843

Change-3,843 (-100%)

Value—

Summitry LLC

N/A

Shares— from 3,838

Change-3,838 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 3,679

Change-3,679 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 3,557

Change-3,557 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 3,548

Change-3,548 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,434

Change-3,434 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 3,221

Change-3,221 (-100%)

Value—

Annis Gardner Whiting Capital Advisors, LLC

N/A

Shares— from 3,136

Change-3,136 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 3,095

Change-3,095 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 2,900

Change-2,900 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 2,787

Change-2,787 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,741

Change-2,741 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 2,737

Change-2,737 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 2,729

Change-2,729 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 2,710

Change-2,710 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 2,652

Change-2,652 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 2,650

Change-2,650 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 2,637

Change-2,637 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,407

Change-2,407 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 2,405

Change-2,405 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,403

Change-2,403 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,380

Change-2,380 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 1,886

Change-1,886 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,803

Change-1,803 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 1,568

Change-1,568 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 1,354

Change-1,354 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 876

Change-876 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 783

Change-783 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 608

Change-608 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 387

Change-387 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 305

Change-305 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 249

Change-249 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 228

Change-228 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 206

Change-206 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 178

Change-178 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 107

Change-107 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 98

Change-98 (-100%)

Value—

Quarry LP

N/A

Shares— from 75

Change-75 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 45

Change-45 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 38

Change-38 (-100%)

Value—

Three Bearings Fiduciary Advisors, Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 16

Change-16 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 10

Change-10 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,429,968	1,368,044	+61,924	+5%	$113.9M	$128.7M	+$14.9M	2026-11-04
Bank of New York Mellon Corp	DECREASED	214,960	218,797	-3,837	-2%	$18.2M	$19.3M	+$1.1M	2026-11-05
Tributary Capital Management, LLC	DECREASED	183,945	191,890	-7,945	-4%	$16.0M	$16.6M	+$585.8K	2026-10-28
Principal Financial Group Inc	INCREASED	159,630	155,145	+4,485	+3%	$12.9M	$14.4M	+$1.5M	2026-11-02
Alps Advisors Inc	INCREASED	154,737	6,625	+148,112	+2236%	$551.4K	$13.9M	+$13.4M	2026-11-03
Swedbank AB	DECREASED	154,000	200,000	-46,000	-23%	$16.6M	$13.9M	-$2.8M	2026-10-27
GHP Investment Advisors, Inc.	INCREASED	103,582	101,971	+1,611	+2%	$8.5M	$9.3M	+$836.4K	2026-10-15
Allspring Global Investments Holdings, LLC	INCREASED	97,147	65,784	+31,363	+48%	$5.4M	$9.0M	+$3.6M	2026-11-04
Bridge City Capital, LLC	INCREASED	90,736	81,014	+9,722	+12%	$6.7M	$8.2M	+$1.4M	2026-10-29
Eulav Asset Management	DECREASED	89,600	111,600	-22,000	-20%	$9.3M	$8.1M	-$1.2M	2026-10-23
Nicholas Company, Inc.	UNCHANGED	83,455	83,455	0	0%	$6.9M	$7.5M	+$565.8K	2026-11-05
Vest Financial, LLC	INCREASED	71,209	67,861	+3,348	+5%	$5.6M	$6.4M	+$761.5K	2026-10-21
Chatham Capital Group, Inc.	INCREASED	44,093	40,903	+3,190	+8%	$3.4M	$4.0M	+$564.5K	2026-10-16
Sterling Capital Management LLC	DECREASED	43,212	44,737	-1,525	-3%	$3.7M	$3.9M	+$166.1K	2026-10-22
Campbell Newman Asset Management Inc	INCREASED	36,169	35,044	+1,125	+3%	$2.9M	$3.3M	+$338.9K	2026-10-22
Inspire Investing, LLC	INCREASED	35,740	9,761	+25,979	+266%	$812.4K	$3.2M	+$2.4M	2026-10-22
Creative Planning	DECREASED	33,371	34,173	-802	-2%	$2.8M	$3.0M	+$159.5K	2026-11-02
Fifth Third Bancorp	DECREASED	33,110	58,305	-25,195	-43%	$4.9M	$3.0M	-$1.9M	2026-11-05
Assetmark, Inc	DECREASED	28,055	28,499	-444	-2%	$2.4M	$2.5M	+$153.3K	2026-10-21
Polaris Capital Management, LLC	UNCHANGED	27,700	27,700	0	0%	$2.3M	$2.5M	+$187.8K	2026-10-21
Barclays PLC	INCREASED	19,319	12,552	+6,767	+54%	$1.0M	$1.7M	+$694.2K	2026-11-06
Argent Capital Management LLC	DECREASED	16,553	17,535	-982	-6%	$1.5M	$1.5M	+$30.5K	2026-10-05
Thrivent Financial for Lutherans	DECREASED	16,442	17,169	-727	-4%	$1.4M	$1.5M	+$51.0K	2026-11-05
Russell Investments Group, Ltd.	DECREASED	15,319	35,790	-20,471	-57%	$3.0M	$1.4M	-$1.6M	2026-11-06
Citigroup Inc	DECREASED	14,781	16,022	-1,241	-8%	$1.3M	$1.3M	-$3.1K	2026-11-04
State of New Jersey Common Pension Fund D	INCREASED	13,505	13,238	+267	+2%	$1.1M	$1.2M	+$113.8K	2026-11-05
Illinois Municipal Retirement Fund	DECREASED	13,336	13,604	-268	-2%	$1.1M	$1.2M	+$68.1K	2026-11-05
Azzad Asset Management Inc	INCREASED	12,679	12,459	+220	+2%	$1.0M	$1.1M	+$104.3K	2026-11-04
Louisiana State Employees Retirement System	DECREASED	11,000	11,500	-500	-4%	$957.1K	$990.1K	+$33.0K	2026-10-20
Arizona State Retirement System	INCREASED	7,366	7,282	+84	+1%	$606.1K	$663.0K	+$56.9K	2026-11-03
HUB Investment Partners, LLC	NEW	7,279	—	+7,279	—	—	$655.2K	—	2026-11-03
Amalgamated Bank	DECREASED	6,720	7,034	-314	-4%	$585.0K	$605.0K	+$20.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	6,557	6,989	-432	-6%	$581.7K	$590.2K	+$8.5K	2026-10-22
New York State Teachers Retirement System	UNCHANGED	6,418	6,418	0	0%	$534.0K	$578.0K	+$44.0K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	6,091	6,200	-109	-2%	$516.0K	$548.3K	+$32.2K	2026-11-03
Advisory Advocates, LLC	INCREASED	5,815	5,694	+121	+2%	$473.9K	$523.4K	+$49.5K	2026-11-05
PNC Financial Services Group, Inc.	DECREASED	5,780	8,623	-2,843	-33%	$717.7K	$520.2K	-$197.4K	2026-11-06
Oregon Public Employees Retirement Fund	DECREASED	5,770	6,005	-235	-4%	$499.8K	$519.4K	+$19.6K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	5,708	3,782	+1,926	+51%	$314.8K	$513.8K	+$199.0K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	5,555	9,823	-4,268	-43%	$816.0K	$499.0K	-$317.0K	2026-10-15
Cambridge Investment Research Advisors, Inc.	INCREASED	5,197	4,838	+359	+7%	$403.0K	$468.0K	+$65.0K	2026-11-02
Park Capital Management, LLC / WI	NEW	5,138	—	+5,138	—	—	$462.5K	—	2026-10-13
InTrack Investment Management Inc	DECREASED	4,750	4,850	-100	-2%	$403.7K	$427.5K	+$23.9K	2026-10-15
James Investment Research, Inc.	UNCHANGED	4,684	4,684	0	0%	$389.8K	$421.6K	+$31.8K	2026-10-22
Pictet Asset Management Holding SA	DECREASED	4,268	4,659	-391	-8%	$387.8K	$384.2K	-$3.6K	2026-11-03
Vista Finance, LLC	DECREASED	3,911	4,144	-233	-6%	$344.9K	$352.0K	+$7.1K	2026-10-23
Fifth Third Wealth Advisors LLC	NEW	3,824	—	+3,824	—	—	$344.2K	—	2026-10-22
OpenArc Corporate Advisory, LLC	NEW	3,792	—	+3,792	—	—	$341.3K	—	2026-10-21
ProShare Advisors LLC	DECREASED	3,593	3,777	-184	-5%	$314.4K	$323.4K	+$9.0K	2026-10-29
State of Wyoming	INCREASED	3,551	2,572	+979	+38%	$214.1K	$319.6K	+$105.6K	2026-10-28
Zions Bancorporation, National Association	DECREASED	3,331	7,233	-3,902	-54%	$602.0K	$299.8K	-$302.2K	2026-11-06
Axxion S.A.	INCREASED	3,215	2,865	+350	+12%	$238.5K	$289.4K	+$50.9K	2026-10-22
Contravisory Investment Management, Inc.	INCREASED	3,091	2,508	+583	+23%	$208.7K	$278.2K	+$69.5K	2026-10-13
Mutual of America Capital Management LLC	DECREASED	2,950	2,994	-44	-1%	$249.2K	$265.5K	+$16.3K	2026-10-23
SAX Wealth Advisors, LLC	NEW	2,858	—	+2,858	—	—	$257.2K	—	2026-10-13
Xponance LLC	DECREASED	2,564	2,607	-43	-2%	$217.0K	$230.8K	+$13.8K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	2,528	2,445	+83	+3%	$219.2K	$231.6K	+$12.4K	2026-10-13
Able Wealth Management LLC	NEW	2,502	—	+2,502	—	—	$232.7K	—	2026-10-13
Elevation Point Wealth Partners, LLC	DECREASED	2,476	2,487	-11	0%	$207.0K	$222.9K	+$15.9K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	2,404	112	+2,292	+2046%	$9.3K	$216.4K	+$207.1K	2026-10-08
Virginia Retirement Systems ET Al	DECREASED	2,300	3,059	-759	-25%	$254.6K	$207.0K	-$47.6K	2026-10-28
Symmetry Partners, LLC	NEW	2,247	—	+2,247	—	—	$202.3K	—	2026-10-27
Quadrant Capital Group LLC	DECREASED	2,229	2,610	-381	-15%	$217.2K	$216.1K	-$1.2K	2026-10-20
US Bancorp \de\	DECREASED	2,030	2,044	-14	-1%	$170.1K	$182.7K	+$12.6K	2026-11-05
Nykredit A/S	UNCHANGED	1,936	1,936	0	0%	$161.1K	$174.3K	+$13.1K	2026-11-06
Nisa Investment Advisors, LLC	INCREASED	1,827	1,450	+377	+26%	$120.7K	$164.4K	+$43.8K	2026-10-20
Parallel Advisors, LLC	INCREASED	1,529	79	+1,450	+1835%	$6.6K	$137.6K	+$131.1K	2026-11-03
Fortitude Family Office, LLC	INCREASED	1,212	9	+1,203	+13367%	$749	$109.1K	+$108.3K	2026-10-14
Pinnacle Wealth Planning Services, Inc.	DECREASED	970	983	-13	-1%	$81.8K	$87.3K	+$5.5K	2026-10-27
Gamma Investing LLC	INCREASED	940	788	+152	+19%	$65.6K	$84.6K	+$19.0K	2026-10-08
KBC Group NV	UNCHANGED	924	924	0	0%	$77.0K	$83.0K	+$6.0K	2026-10-22
Larson Financial Group LLC	DECREASED	711	781	-70	-9%	$65.0K	$64.0K	-$1.0K	2026-11-05
Versant Capital Management, Inc	INCREASED	687	682	+5	+1%	$56.8K	$61.8K	+$5.1K	2026-10-02
Parkside Financial Bank & Trust	INCREASED	574	507	+67	+13%	$42.2K	$51.7K	+$9.5K	2026-10-27
Gen-Wealth Partners Inc	DECREASED	481	1,484	-1,003	-68%	$123.5K	$43.3K	-$80.2K	2026-11-04
Strengthening Families & Communities, LLC	INCREASED	466	455	+11	+2%	$37.9K	$42.0K	+$4.1K	2026-10-21
Harbor Capital Advisors, Inc.	INCREASED	356	172	+184	+107%	$14	$32.0K	+$32.0K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	347	132	+215	+163%	$11.0K	$31.2K	+$20.2K	2026-11-04
Heritage Family Offices, LLP	NEW	252	—	+252	—	—	$22.7K	—	2026-11-02
Hughes Financial Services, LLC	INCREASED	251	250	+1	+0%	$20.8K	$24.0K	+$3.2K	2026-10-30
Private Trust Co NA	UNCHANGED	205	205	0	0%	$17.1K	$18.5K	+$1.4K	2026-10-20
Cassaday & Co Wealth Management LLC	UNCHANGED	200	200	0	0%	$16.6K	$18.0K	+$1.4K	2026-10-27
Salomon & Ludwin, LLC	UNCHANGED	153	153	0	0%	$12.6K	$13.8K	+$1.2K	2026-10-29
Mather Group, Llc.	INCREASED	149	111	+38	+34%	$9.2K	$13.4K	+$4.2K	2026-10-14
Root Financial Partners, LLC	NEW	145	—	+145	—	—	$13.1K	—	2026-10-21
KFG LLC	NEW	128	—	+128	—	—	$11.5K	—	2026-11-02
Private Wealth Management Group, LLC	UNCHANGED	94	94	0	0%	$7.8K	$8.5K	+$637	2026-10-19
Essential Partners LLC	UNCHANGED	87	87	0	0%	$7.2K	$7.8K	+$590	2026-10-14
Bare Financial Services, Inc	INCREASED	79	68	+11	+16%	$5.7K	$7.1K	+$1.5K	2026-11-04
Allworth Financial LP	UNCHANGED	67	67	0	0%	$5.6K	$5.6K	$0	2026-11-06
Signaturefd, LLC	DECREASED	63	88	-25	-28%	$7.3K	$5.7K	-$1.7K	2026-10-23
IFP Advisors, Inc	UNCHANGED	60	60	0	0%	$5.0K	$5.4K	+$407	2026-10-16
Clark Wealth Partners	NEW	59	—	+59	—	—	$5.3K	—	2026-10-19
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	58	58	0	0%	$4.8K	$5.2K	+$394	2026-11-05
MassMutual Private Wealth & Trust, FSB	UNCHANGED	49	49	0	0%	$4.1K	$4.4K	+$332	2026-10-05
MJT & Associates Financial Advisory Group, Inc.	INCREASED	39	31	+8	+26%	$2.6K	$3.5K	+$930	2026-10-07
CoreCap Advisors, LLC	DECREASED	38	42	-4	-10%	$3.5K	$3.4K	-$76	2026-10-08
Bell Investment Advisors, Inc	INCREASED	34	28	+6	+21%	$2.3K	$3.1K	+$730	2026-10-29
Provenance Wealth Advisors, LLC	NEW	33	—	+33	—	—	$3.0K	—	2026-10-30
Clearstead Advisors, LLC	INCREASED	29	22	+7	+32%	$1.8K	$2.6K	+$779	2026-11-06
Valued Wealth Advisors LLC	DECREASED	26	30	-4	-13%	$2.5K	$2.3K	-$156	2026-11-05
Farmers & Merchants Investments Inc	INCREASED	25	16	+9	+56%	$1.3K	$2.3K	+$918	2026-10-22
UMB Private Wealth Management, LLC	NEW	20	—	+20	—	—	$1.8K	—	2026-10-19
Covestor Ltd	DECREASED	16	17	-1	-6%	$1	$1	$0	2026-10-30
True Wealth Design, LLC	UNCHANGED	11	11	0	0%	$916	$991	+$75	2026-10-13
Valley National Advisers Inc	NEW	8	—	+8	—	—	$721	—	2026-10-23
Creative Capital Management Investments LLC	INCREASED	8	4	+4	+100%	$333	$720	+$387	2026-10-28
Davis Capital Management	INCREASED	2	1	+1	+100%	$83	$180	+$97	2026-10-08
Abound Wealth Management	UNCHANGED	2	2	0	0%	$167	$181	+$14	2026-10-26
Caitong International Asset Management Co., Ltd	NEW	1	—	+1	—	—	$90	—	2026-10-29
Financial Consulate, Inc	NEW	1	—	+1	—	—	$91	—	2026-10-23
Gilpin Wealth Management, LLC	DECREASED	1	2	-1	-50%	$167	$91	-$76	2026-10-09
SBI Securities Co., Ltd.	UNCHANGED	1	1	0	0%	$83	$90	+$7	2026-10-22
SJS Investment Consulting Inc.	UNCHANGED	1	1	0	0%	$84	$91	+$7	2026-10-26
Leonteq Securities AG	UNCHANGED	1	1	0	0%	$83	$90	+$7	2026-10-29
Herald Investment Management Ltd	CLOSED	0	67,500	-67,500	-100%	$5.6M	$0	-$5.6M	2026-10-05
First Citizens Bank & Trust Co	CLOSED	0	3,597	-3,597	-100%	$299.4K	$0	-$299.4K	2026-10-14
Revolve Wealth Partners, LLC	CLOSED	0	2,477	-2,477	-100%	$206.2K	$0	-$206.2K	2026-10-23
MCF Advisors LLC	CLOSED	0	88	-88	-100%	$7.3K	$0	-$7.3K	2026-10-28
J.Safra Asset Management Corp	CLOSED	0	38	-38	-100%	$3.2K	$0	-$3.2K	2026-11-03
Torren Management, LLC	CLOSED	0	17	-17	-100%	$1.4K	$0	-$1.4K	2026-10-29
Wealth Enhancement Trust Services, Inc.	CLOSED	0	6	-6	-100%	$499	$0	-$499	2026-10-07
Plante Moran Financial Advisors, LLC	CLOSED	0	5	-5	-100%	$416	$0	-$416	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-06
DecisionPoint Financial, LLC	CLOSED	0	1	-1	-100%	$83	$0	-$83	2026-10-27
BlackRock, Inc.	N/A	—	4,060,186	-4,060,186	-100%	$337.9M	—	—	—
River Road Asset Management, LLC	N/A	—	1,582,148	-1,582,148	-100%	$131.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,160,310	-1,160,310	-100%	$96.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,142,862	-1,142,862	-100%	$95.1M	—	—	—
State Street Corp	N/A	—	1,066,916	-1,066,916	-100%	$88.8M	—	—	—
First Trust Advisors LP	N/A	—	920,085	-920,085	-100%	$76.6M	—	—	—
AltraVue Capital, LLC	N/A	—	910,893	-910,893	-100%	$75.8M	—	—	—
FMR LLC	N/A	—	791,462	-791,462	-100%	$65.9M	—	—	—
American Century Companies Inc	N/A	—	758,251	-758,251	-100%	$63.1M	—	—	—
Geode Capital Management, LLC	N/A	—	729,583	-729,583	-100%	$60.7M	—	—	—
Morgan Stanley	N/A	—	659,994	-659,994	-100%	$54.9M	—	—	—
Geneva Capital Management LLC	N/A	—	595,827	-595,827	-100%	$49.6M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	444,397	-444,397	-100%	$37.0M	—	—	—
Northern Trust Corp	N/A	—	395,081	-395,081	-100%	$32.9M	—	—	—
Ophir Asset Management Pty Ltd	N/A	—	382,904	-382,904	-100%	$31.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	362,480	-362,480	-100%	$30.2M	—	—	—
Bragg Financial Advisors, Inc	N/A	—	311,913	-311,913	-100%	$26.0M	—	—	—
Wellington Management Group LLP	N/A	—	287,417	-287,417	-100%	$23.9M	—	—	—
Neumeier Poma Investment Counsel LLC	N/A	—	275,000	-275,000	-100%	$22.9M	—	—	—
London Co of Virginia	N/A	—	259,518	-259,518	-100%	$21.6M	—	—	—
Boston Partners	N/A	—	246,655	-246,655	-100%	$20.6M	—	—	—
Royal Bank of Canada	N/A	—	234,774	-234,774	-100%	$19.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	230,878	-230,878	-100%	$19.2M	—	—	—
Invesco Ltd.	N/A	—	230,270	-230,270	-100%	$19.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	187,383	-187,383	-100%	$15.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	173,775	-173,775	-100%	$14.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	168,377	-168,377	-100%	$14.0M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	163,196	-163,196	-100%	$13.6M	—	—	—
Oberweis Asset Management Inc/	N/A	—	150,998	-150,998	-100%	$12.6M	—	—	—
Royce & Associates LP	N/A	—	130,540	-130,540	-100%	$10.9M	—	—	—
Nuveen, LLC	N/A	—	126,385	-126,385	-100%	$10.5M	—	—	—
Prudential Financial Inc	N/A	—	122,468	-122,468	-100%	$10.2M	—	—	—
Bank of America Corp	N/A	—	117,693	-117,693	-100%	$9.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	115,647	-115,647	-100%	$9.6M	—	—	—
Baird Financial Group, Inc.	N/A	—	105,901	-105,901	-100%	$8.8M	—	—	—
New York State Common Retirement Fund	N/A	—	102,512	-102,512	-100%	$8.5M	—	—	—
Two Sigma Investments, LP	N/A	—	102,130	-102,130	-100%	$8.5M	—	—	—
Public Sector Pension Investment Board	N/A	—	89,732	-89,732	-100%	$7.5M	—	—	—
Victory Capital Management Inc	N/A	—	86,936	-86,936	-100%	$7.2M	—	—	—
Legato Capital Management LLC	N/A	—	86,455	-86,455	-100%	$7.2M	—	—	—
Raymond James Financial Inc	N/A	—	84,079	-84,079	-100%	$7.0M	—	—	—
Teacher Retirement System of Texas	N/A	—	79,991	-79,991	-100%	$6.7M	—	—	—
HRT Financial LP	N/A	—	71,158	-71,158	-100%	$5.9M	—	—	—
Wells Fargo & Company	N/A	—	70,004	-70,004	-100%	$5.8M	—	—	—
Rhumbline Advisers	N/A	—	65,951	-65,951	-100%	$5.5M	—	—	—
Legal & General Group Plc	N/A	—	62,315	-62,315	-100%	$5.2M	—	—	—
Blue Door Asset Management, LLC	N/A	—	58,938	-58,938	-100%	$4.9M	—	—	—
AQR Capital Management LLC	N/A	—	58,366	-58,366	-100%	$4.9M	—	—	—
Ameriprise Financial Inc	N/A	—	57,238	-57,238	-100%	$4.8M	—	—	—
Swiss National Bank	N/A	—	52,956	-52,956	-100%	$4.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	49,727	-49,727	-100%	$4.1M	—	—	—
Millennium Management LLC	N/A	—	47,935	-47,935	-100%	$4.0M	—	—	—
JPMorgan Chase & Co	N/A	—	41,414	-41,414	-100%	$3.4M	—	—	—
Bessemer Group Inc	N/A	—	35,095	-35,095	-100%	$2.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	33,918	-33,918	-100%	$2.8M	—	—	—
UBS Group AG	N/A	—	31,983	-31,983	-100%	$2.7M	—	—	—
Martingale Asset Management L P	N/A	—	31,222	-31,222	-100%	$2.6M	—	—	—
California State Teachers Retirement System	N/A	—	30,100	-30,100	-100%	$2.5M	—	—	—
Alliancebernstein L.P.	N/A	—	30,060	-30,060	-100%	$2.3M	—	—	—
Icon Advisers Inc	N/A	—	30,000	-30,000	-100%	$2.5M	—	—	—
Deutsche Bank Ag\	N/A	—	29,009	-29,009	-100%	$2.4M	—	—	—
Voya Investment Management LLC	N/A	—	26,006	-26,006	-100%	$2.2M	—	—	—
CSM Advisors, LLC	N/A	—	23,424	-23,424	-100%	$2.0M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	23,068	-23,068	-100%	$1.9M	—	—	—
Canada Life Assurance Co	N/A	—	21,779	-21,779	-100%	$1.8M	—	—	—
LPL Financial LLC	N/A	—	21,055	-21,055	-100%	$1.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	20,395	-20,395	-100%	$1.7M	—	—	—
Round Rock Advisors LLC	N/A	—	20,197	-20,197	-100%	$1.7M	—	—	—
GSA Capital Partners LLP	N/A	—	20,168	-20,168	-100%	$1.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	19,853	-19,853	-100%	$1.7M	—	—	—
Denali Advisors LLC	N/A	—	18,900	-18,900	-100%	$1.6M	—	—	—
SEI Investments Co	N/A	—	18,707	-18,707	-100%	$1.6M	—	—	—
WCM Investment Management, LLC	N/A	—	18,237	-18,237	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	17,693	-17,693	-100%	$1.5M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	17,525	-17,525	-100%	$1.5M	—	—	—
MetLife Investment Management, LLC	N/A	—	15,467	-15,467	-100%	$1.3M	—	—	—
Quantinno Capital Management LP	N/A	—	15,292	-15,292	-100%	$1.3M	—	—	—
Natixis Advisors, LLC	N/A	—	14,571	-14,571	-100%	$1.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	13,237	-13,237	-100%	$1.1M	—	—	—
Cresset Asset Management, LLC	N/A	—	13,153	-13,153	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	13,141	-13,141	-100%	$1.1M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	12,213	-12,213	-100%	$1.0M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	12,071	-12,071	-100%	$1.0M	—	—	—
Jupiter Topco LLC	N/A	—	11,708	-11,708	-100%	$974.8K	—	—	—
Empowered Funds, LLC	N/A	—	10,845	-10,845	-100%	$902.6K	—	—	—
Tidal Investments LLC	N/A	—	10,439	-10,439	-100%	$868.8K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	10,363	-10,363	-100%	$862.5K	—	—	—
Vident Advisory, LLC	N/A	—	10,325	-10,325	-100%	$859.4K	—	—	—
Intech Investment Management LLC	N/A	—	10,247	-10,247	-100%	$852.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	9,966	-9,966	-100%	$829.5K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	9,157	-9,157	-100%	$762.1K	—	—	—
Horizon Investments, LLC	N/A	—	9,040	-9,040	-100%	$752.4K	—	—	—
Squarepoint Ops LLC	N/A	—	9,001	-9,001	-100%	$749.2K	—	—	—
Amundi	N/A	—	8,905	-8,905	-100%	$741.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	8,727	-8,727	-100%	$696.8K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	8,589	-8,589	-100%	$714.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	7,823	-7,823	-100%	$651.1K	—	—	—
Franklin Resources Inc	N/A	—	7,718	-7,718	-100%	$642.4K	—	—	—
Marshall Wace, LLP	N/A	—	7,345	-7,345	-100%	$611.3K	—	—	—
Algert Global LLC	N/A	—	7,062	-7,062	-100%	$587.8K	—	—	—
Handelsbanken Fonder AB	N/A	—	6,944	-6,944	-100%	$578	—	—	—
Boothbay Fund Management, LLC	N/A	—	6,918	-6,918	-100%	$575.8K	—	—	—
Watershed Asset Management, L.L.C.	N/A	—	6,699	-6,699	-100%	$557.6K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	6,651	-6,651	-100%	$553.6K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	6,635	-6,635	-100%	$553.0K	—	—	—
LSV Asset Management	N/A	—	6,600	-6,600	-100%	$549.0K	—	—	—
First National Bank of Omaha	N/A	—	6,416	-6,416	-100%	$534.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	6,393	-6,393	-100%	$532.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	5,700	-5,700	-100%	$474.4K	—	—	—
Freestone Grove Partners LP	N/A	—	5,431	-5,431	-100%	$452.0K	—	—	—
Stifel Financial Corp	N/A	—	5,349	-5,349	-100%	$445.2K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	5,274	-5,274	-100%	$439.0K	—	—	—
Storgate, LLC	N/A	—	5,240	-5,240	-100%	$436.1K	—	—	—
Aviva PLC	N/A	—	5,199	-5,199	-100%	$432.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,115	-5,115	-100%	$425.7K	—	—	—
Mirabella Financial Services LLP	N/A	—	5,100	-5,100	-100%	$424.5K	—	—	—
Cerity Partners LLC	N/A	—	4,766	-4,766	-100%	$396.7K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	4,418	-4,418	-100%	$367.7K	—	—	—
PDT Partners, LLC	N/A	—	4,300	-4,300	-100%	$357.9K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	4,261	-4,261	-100%	$354.6K	—	—	—
Dark Forest Capital Management LP	N/A	—	4,255	-4,255	-100%	$354.1K	—	—	—
Caitlin John, LLC	N/A	—	4,227	-4,227	-100%	$351.8K	—	—	—
Aquatic Capital Management LLC	N/A	—	4,028	-4,028	-100%	$335.3K	—	—	—
SG Americas Securities, LLC	N/A	—	4,024	-4,024	-100%	$335.0K	—	—	—
Destination Wealth Management	N/A	—	4,000	-4,000	-100%	$332.9K	—	—	—
Renaissance Technologies LLC	N/A	—	4,000	-4,000	-100%	$332.9K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	3,930	-3,930	-100%	$327.1K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	3,843	-3,843	-100%	$319.9K	—	—	—
Summitry LLC	N/A	—	3,838	-3,838	-100%	$319.4K	—	—	—
MAI Capital Management	N/A	—	3,679	-3,679	-100%	$306.2K	—	—	—
Hancock Whitney Corp	N/A	—	3,557	-3,557	-100%	$296.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	3,548	-3,548	-100%	$295.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,434	-3,434	-100%	$286.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	3,221	-3,221	-100%	$268.1K	—	—	—
Annis Gardner Whiting Capital Advisors, LLC	N/A	—	3,136	-3,136	-100%	$261.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	3,095	-3,095	-100%	$257.6K	—	—	—
SIT Investment Associates Inc	N/A	—	2,900	-2,900	-100%	$241.0K	—	—	—
Quadrature Capital Ltd	N/A	—	2,787	-2,787	-100%	$232.0K	—	—	—
Bank of Montreal	N/A	—	2,741	-2,741	-100%	$228.1K	—	—	—
Strive Financial Group,LLC	N/A	—	2,737	-2,737	-100%	$227.8K	—	—	—
Weiss Asset Management LP	N/A	—	2,729	-2,729	-100%	$227.1K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	2,710	-2,710	-100%	$226.0K	—	—	—
Inspire Advisors, LLC	N/A	—	2,652	-2,652	-100%	$220.1K	—	—	—
Nicolet Bankshares Inc	N/A	—	2,650	-2,650	-100%	$220.8K	—	—	—
Captrust Financial Advisors	N/A	—	2,637	-2,637	-100%	$219.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,407	-2,407	-100%	$200.3K	—	—	—
Caprock Group, LLC	N/A	—	2,405	-2,405	-100%	$200.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,403	-2,403	-100%	$200.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,380	-2,380	-100%	$198.1K	—	—	—
Vestcor Inc	N/A	—	1,886	-1,886	-100%	$157.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,803	-1,803	-100%	$150.1K	—	—	—
Quent Capital, LLC	N/A	—	1,568	-1,568	-100%	$130.5K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	1,354	-1,354	-100%	$112.7K	—	—	—
Arax Advisory Partners	N/A	—	876	-876	-100%	$72.9K	—	—	—
Huntington National Bank	N/A	—	783	-783	-100%	$65.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	608	-608	-100%	$50.6K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	387	-387	-100%	$32.2K	—	—	—
UMB Bank, n.a.	N/A	—	305	-305	-100%	$25.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	249	-249	-100%	$20.8K	—	—	—
Optiver Holding B.V.	N/A	—	228	-228	-100%	$19.0K	—	—	—
SouthState Bank Corp	N/A	—	206	-206	-100%	$17.1K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	178	-178	-100%	$14.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	107	-107	-100%	$9	—	—	—
Smartleaf Asset Management LLC	N/A	—	98	-98	-100%	$7.9K	—	—	—
Quarry LP	N/A	—	75	-75	-100%	$6.2K	—	—	—
Rothschild Investment LLC	N/A	—	51	-51	-100%	$4.2K	—	—	—
Picton Mahoney Asset Management	N/A	—	45	-45	-100%	$3.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	38	-38	-100%	$3.2K	—	—	—
Three Bearings Fiduciary Advisors, Inc.	N/A	—	30	-30	-100%	$2.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	26	-26	-100%	$2.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	16	-16	-100%	$1.2K	—	—	—
CVA Family Office, LLC	N/A	—	13	-13	-100%	$1.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	10	-10	-100%	$832	—	—	—
Raffa Wealth Management, LLC	N/A	—	8	-8	-100%	$666	—	—	—
Ankerstar Wealth, LLC	N/A	—	6	-6	-100%	$499	—	—	—
Continuum Advisory, LLC	N/A	—	5	-5	-100%	$416	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	5	-5	-100%	$416	—	—	—
HFM Investment Advisors, LLC	N/A	—	1	-1	-100%	$84	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$83	—	—	—
Rialto Wealth Management, LLC	N/A	—	1	-1	-100%	$84	—	—	—

Showing 305 of 305 institutions