Evolution Petroleum Corp (EPM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares1,563,858 from 1,488,715

Change+75,143 (+5%)

Value$5.5M (+$57.3K)

Filed 2026-11-04

CWA Asset Management Group, LLC

INCREASED

Shares939,802 from 805,762

Change+134,040 (+17%)

Value$3.3M (+$361.7K)

Filed 2026-10-19

Geode Capital Management, LLC

DECREASED

Shares883,762 from 885,707

Change-1,945 (0%)

Value$3.1M (-$130.9K)

Filed 2026-11-06

INCREASED

Shares456,580 from 338,176

Change+118,404 (+35%)

Value$1.6M (+$371.8K)

Filed 2026-10-23

North Star Investment Management Corp.

DECREASED

Shares424,096 from 431,388

Change-7,292 (-2%)

Value$1.5M (-$86.2K)

Filed 2026-10-27

Russell Investments Group, Ltd.

INCREASED

Shares220,155 from 37,803

Change+182,352 (+482%)

Value$779.3K (+$640.2K)

Filed 2026-11-06

Castleview Partners, LLC

INCREASED

Shares134,200 from 115,393

Change+18,807 (+16%)

Value$475.1K (+$50.4K)

Filed 2026-10-09

Bank of New York Mellon Corp

DECREASED

Shares84,351 from 84,796

Change-445 (-1%)

Value$298.6K (-$13.4K)

Filed 2026-11-05

Truist Financial Corp

UNCHANGED

Shares49,788 from 49,788

Change0 (0%)

Value$176.3K (-$7.0K)

Filed 2026-10-30

Advisor OS, LLC

DECREASED

Shares41,595 from 51,463

Change-9,868 (-19%)

Value$147.2K (-$42.1K)

Filed 2026-11-03

Deutsche Bank Ag\

DECREASED

Shares29,149 from 33,287

Change-4,138 (-12%)

Value$103.2K (-$19.3K)

Filed 2026-11-06

Lido Advisors, LLC

INCREASED

Shares23,857 from 23,787

Change+70 (+0%)

Value$84.5K (-$3.1K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares22,396 from 8,034

Change+14,362 (+179%)

Value$79.3K (+$49.7K)

Filed 2026-11-06

Ritholtz Wealth Management

DECREASED

Shares21,465 from 84,817

Change-63,352 (-75%)

Value$76.0K (-$236.1K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares16,323 from 9,017

Change+7,306 (+81%)

Value$57.8K (+$24.6K)

Filed 2026-11-06

Zions Bancorporation, National Association

INCREASED

Shares16,157 from 9,737

Change+6,420 (+66%)

Value$57.2K (+$21.4K)

Filed 2026-11-06

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares11,089 from 11,089

Change0 (0%)

Value$39.3K (-$1.6K)

Filed 2026-11-09

Ethic Inc.

DECREASED

Shares10,977 from 37,539

Change-26,562 (-71%)

Value$38.9K (-$99.3K)

Filed 2026-11-03

Michels Family Financial, LLC

DECREASED

Shares10,737 from 12,458

Change-1,721 (-14%)

Value$38.0K (-$7.8K)

Filed 2026-11-02

LPL Financial LLC

NEW

Shares10,119

Change+10,119

Value$35.8K

Filed 2026-11-06

Nfsg Corp

UNCHANGED

Shares6,975 from 6,975

Change0 (0%)

Value$24.7K (-$976)

Filed 2026-10-15

State of Alaska, Department of Revenue

UNCHANGED

Shares6,601 from 6,601

Change0 (0%)

Value$23 (-$1)

Filed 2026-10-15

Gamma Investing LLC

INCREASED

Shares6,016 from 1,222

Change+4,794 (+392%)

Value$21.3K (+$16.8K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

INCREASED

Shares5,749 from 5,727

Change+22 (+0%)

Value$20.4K (-$724)

Filed 2026-10-20

CoreCap Advisors, LLC

INCREASED

Shares3,111 from 3,009

Change+102 (+3%)

Value$11.0K (-$60)

Filed 2026-10-08

Simplex Trading, LLC

NEW

Shares1,881

Change+1,881

Value$6.7K

Filed 2026-11-04

Citigroup Inc

DECREASED

Shares1,718 from 21,233

Change-19,515 (-92%)

Value$6.1K (-$72.1K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares1,589 from 1,589

Change0 (0%)

Value$5.8K ($0)

Filed 2026-11-06

Parkside Financial Bank & Trust

NEW

Shares1,290

Change+1,290

Value$4.6K

Filed 2026-10-27

Sterling Capital Management LLC

INCREASED

Shares1,052 from 228

Change+824 (+361%)

Value$3.7K (+$2.9K)

Filed 2026-10-22

Harbor Capital Advisors, Inc.

INCREASED

Shares932 from 862

Change+70 (+8%)

Value$3 ($0)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares431 from 325

Change+106 (+33%)

Value$1.5K (+$330)

Filed 2026-10-08

Essential Partners LLC

DECREASED

Shares409 from 598

Change-189 (-32%)

Value$1.4K (-$753)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

DECREASED

Shares387 from 494

Change-107 (-22%)

Value$1.4K (-$448)

Filed 2026-11-04

Golden State Wealth Management, LLC

UNCHANGED

Shares368 from 368

Change0 (0%)

Value$1.3K (-$51)

Filed 2026-11-02

Mosley Wealth Management

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$1.1K (-$3)

Filed 2026-10-16

SBI Securities Co., Ltd.

INCREASED

Shares265 from 227

Change+38 (+17%)

Value$938 (+$103)

Filed 2026-10-22

True Wealth Design, LLC

DECREASED

Shares41 from 132

Change-91 (-69%)

Value$146 (-$340)

Filed 2026-10-13

Caitong International Asset Management Co., Ltd

INCREASED

Shares40 from 9

Change+31 (+344%)

Value$142 (+$109)

Filed 2026-10-29

SJS Investment Consulting Inc.

INCREASED

Shares21 from 11

Change+10 (+91%)

Value$75 (+$34)

Filed 2026-10-26

Creative Financial Designs Inc

INCREASED

Shares19 from 18

Change+1 (+6%)

Value$66 ($0)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares18

Change+18

Value$64

Filed 2026-10-21

Clearstead Advisors, LLC

DECREASED

Shares1 from 19

Change-18 (-95%)

Value$4 (-$67)

Filed 2026-11-06

MJT & Associates Financial Advisory Group, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$1 ($0)

Filed 2026-10-07

Abel Hall, LLC

CLOSED

Shares0 from 31,278

Change-31,278 (-100%)

Value$0 (-$115.1K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 26,231

Change-26,231 (-100%)

Value$0 (-$95.2K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 12,300

Change-12,300 (-100%)

Value$0 (-$45.0K)

Filed 2026-11-02

Larson Financial Group LLC

CLOSED

Shares0 from 298

Change-298 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-05

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$736)

Filed 2026-10-27

Fortitude Family Office, LLC

CLOSED

Shares0 from 73

Change-73 (-100%)

Value$0 (-$269)

Filed 2026-10-14

TD Private Client Wealth LLC

CLOSED

Shares0 from 67

Change-67 (-100%)

Value$0 (-$247)

Filed 2026-10-28

IFP Advisors, Inc

CLOSED

Shares0 from 65

Change-65 (-100%)

Value$0 (-$239)

Filed 2026-10-16

Covestor Ltd

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 ($0)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 2,416,712

Change-2,416,712 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 2,212,619

Change-2,212,619 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,272,857

Change-1,272,857 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,075,062

Change-1,075,062 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 1,029,814

Change-1,029,814 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 996,428

Change-996,428 (-100%)

Value—

State Street Corp

N/A

Shares— from 691,691

Change-691,691 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 637,694

Change-637,694 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 375,692

Change-375,692 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 265,468

Change-265,468 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 225,493

Change-225,493 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 222,300

Change-222,300 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 171,610

Change-171,610 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 164,526

Change-164,526 (-100%)

Value—

UBS Group AG

N/A

Shares— from 158,947

Change-158,947 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 111,648

Change-111,648 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 106,842

Change-106,842 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 98,676

Change-98,676 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 91,173

Change-91,173 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 63,830

Change-63,830 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 63,157

Change-63,157 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 61,999

Change-61,999 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 55,300

Change-55,300 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 53,850

Change-53,850 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 52,282

Change-52,282 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 48,677

Change-48,677 (-100%)

Value—

FMR LLC

N/A

Shares— from 48,366

Change-48,366 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 46,464

Change-46,464 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 43,250

Change-43,250 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 34,137

Change-34,137 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 32,203

Change-32,203 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 31,610

Change-31,610 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 30,715

Change-30,715 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 26,739

Change-26,739 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 26,387

Change-26,387 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 24,714

Change-24,714 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 23,204

Change-23,204 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 23,159

Change-23,159 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 20,198

Change-20,198 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 19,783

Change-19,783 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 18,238

Change-18,238 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 16,541

Change-16,541 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 16,299

Change-16,299 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 15,971

Change-15,971 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 15,895

Change-15,895 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 15,286

Change-15,286 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 14,806

Change-14,806 (-100%)

Value—

Chancellor Financial Group WB LP

N/A

Shares— from 14,602

Change-14,602 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,671

Change-11,671 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 11,151

Change-11,151 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,024

Change-11,024 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 10,018

Change-10,018 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,562

Change-9,562 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8,628

Change-8,628 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,069

Change-8,069 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7,619

Change-7,619 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,132

Change-4,132 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,992

Change-2,992 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,605

Change-2,605 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,926

Change-1,926 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,371

Change-1,371 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1,350

Change-1,350 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,009

Change-1,009 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 941

Change-941 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 443

Change-443 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 375

Change-375 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 217

Change-217 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,563,858	1,488,715	+75,143	+5%	$5.5M	$5.5M	+$57.3K	2026-11-04
CWA Asset Management Group, LLC	INCREASED	939,802	805,762	+134,040	+17%	$3.0M	$3.3M	+$361.7K	2026-10-19
Geode Capital Management, LLC	DECREASED	883,762	885,707	-1,945	0%	$3.3M	$3.1M	-$130.9K	2026-11-06
Register Financial Advisors LLC	INCREASED	456,580	338,176	+118,404	+35%	$1.2M	$1.6M	+$371.8K	2026-10-23
North Star Investment Management Corp.	DECREASED	424,096	431,388	-7,292	-2%	$1.6M	$1.5M	-$86.2K	2026-10-27
Russell Investments Group, Ltd.	INCREASED	220,155	37,803	+182,352	+482%	$139.1K	$779.3K	+$640.2K	2026-11-06
Castleview Partners, LLC	INCREASED	134,200	115,393	+18,807	+16%	$424.6K	$475.1K	+$50.4K	2026-10-09
Bank of New York Mellon Corp	DECREASED	84,351	84,796	-445	-1%	$312.0K	$298.6K	-$13.4K	2026-11-05
Truist Financial Corp	UNCHANGED	49,788	49,788	0	0%	$183.2K	$176.3K	-$7.0K	2026-10-30
Advisor OS, LLC	DECREASED	41,595	51,463	-9,868	-19%	$189.4K	$147.2K	-$42.1K	2026-11-03
Deutsche Bank Ag\	DECREASED	29,149	33,287	-4,138	-12%	$122.5K	$103.2K	-$19.3K	2026-11-06
Lido Advisors, LLC	INCREASED	23,857	23,787	+70	+0%	$87.5K	$84.5K	-$3.1K	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	22,396	8,034	+14,362	+179%	$29.6K	$79.3K	+$49.7K	2026-11-06
Ritholtz Wealth Management	DECREASED	21,465	84,817	-63,352	-75%	$312.1K	$76.0K	-$236.1K	2026-11-05
Barclays PLC	INCREASED	16,323	9,017	+7,306	+81%	$33.2K	$57.8K	+$24.6K	2026-11-06
Zions Bancorporation, National Association	INCREASED	16,157	9,737	+6,420	+66%	$35.8K	$57.2K	+$21.4K	2026-11-06
Police & Firemen's Retirement System of New Jersey	UNCHANGED	11,089	11,089	0	0%	$40.8K	$39.3K	-$1.6K	2026-11-09
Ethic Inc.	DECREASED	10,977	37,539	-26,562	-71%	$138.1K	$38.9K	-$99.3K	2026-11-03
Michels Family Financial, LLC	DECREASED	10,737	12,458	-1,721	-14%	$45.8K	$38.0K	-$7.8K	2026-11-02
LPL Financial LLC	NEW	10,119	—	+10,119	—	—	$35.8K	—	2026-11-06
Nfsg Corp	UNCHANGED	6,975	6,975	0	0%	$25.7K	$24.7K	-$976	2026-10-15
State of Alaska, Department of Revenue	UNCHANGED	6,601	6,601	0	0%	$24	$23	-$1	2026-10-15
Gamma Investing LLC	INCREASED	6,016	1,222	+4,794	+392%	$4.5K	$21.3K	+$16.8K	2026-10-08
Nisa Investment Advisors, LLC	INCREASED	5,749	5,727	+22	+0%	$21.1K	$20.4K	-$724	2026-10-20
CoreCap Advisors, LLC	INCREASED	3,111	3,009	+102	+3%	$11.1K	$11.0K	-$60	2026-10-08
Simplex Trading, LLC	NEW	1,881	—	+1,881	—	—	$6.7K	—	2026-11-04
Citigroup Inc	DECREASED	1,718	21,233	-19,515	-92%	$78.1K	$6.1K	-$72.1K	2026-11-04
Allworth Financial LP	UNCHANGED	1,589	1,589	0	0%	$5.8K	$5.8K	$0	2026-11-06
Parkside Financial Bank & Trust	NEW	1,290	—	+1,290	—	—	$4.6K	—	2026-10-27
Sterling Capital Management LLC	INCREASED	1,052	228	+824	+361%	$839	$3.7K	+$2.9K	2026-10-22
Harbor Capital Advisors, Inc.	INCREASED	932	862	+70	+8%	$3	$3	$0	2026-10-22
Farther Finance Advisors, LLC	INCREASED	431	325	+106	+33%	$1.2K	$1.5K	+$330	2026-10-08
Essential Partners LLC	DECREASED	409	598	-189	-32%	$2.2K	$1.4K	-$753	2026-10-14
EverSource Wealth Advisors, LLC	DECREASED	387	494	-107	-22%	$1.8K	$1.4K	-$448	2026-11-04
Golden State Wealth Management, LLC	UNCHANGED	368	368	0	0%	$1.4K	$1.3K	-$51	2026-11-02
Mosley Wealth Management	UNCHANGED	300	300	0	0%	$1.1K	$1.1K	-$3	2026-10-16
SBI Securities Co., Ltd.	INCREASED	265	227	+38	+17%	$835	$938	+$103	2026-10-22
True Wealth Design, LLC	DECREASED	41	132	-91	-69%	$486	$146	-$340	2026-10-13
Caitong International Asset Management Co., Ltd	INCREASED	40	9	+31	+344%	$33	$142	+$109	2026-10-29
SJS Investment Consulting Inc.	INCREASED	21	11	+10	+91%	$41	$75	+$34	2026-10-26
Creative Financial Designs Inc	INCREASED	19	18	+1	+6%	$66	$66	$0	2026-11-04
Root Financial Partners, LLC	NEW	18	—	+18	—	—	$64	—	2026-10-21
Clearstead Advisors, LLC	DECREASED	1	19	-18	-95%	$71	$4	-$67	2026-11-06
MJT & Associates Financial Advisory Group, Inc.	UNCHANGED	1	1	0	0%	$1	$1	$0	2026-10-07
Abel Hall, LLC	CLOSED	0	31,278	-31,278	-100%	$115.1K	$0	-$115.1K	2026-10-19
Wealth Enhancement Advisory Services, LLC	CLOSED	0	26,231	-26,231	-100%	$95.2K	$0	-$95.2K	2026-10-13
Cambridge Investment Research Advisors, Inc.	CLOSED	0	12,300	-12,300	-100%	$45.0K	$0	-$45.0K	2026-11-02
Larson Financial Group LLC	CLOSED	0	298	-298	-100%	$1.1K	$0	-$1.1K	2026-11-05
Cassaday & Co Wealth Management LLC	CLOSED	0	200	-200	-100%	$736	$0	-$736	2026-10-27
Fortitude Family Office, LLC	CLOSED	0	73	-73	-100%	$269	$0	-$269	2026-10-14
TD Private Client Wealth LLC	CLOSED	0	67	-67	-100%	$247	$0	-$247	2026-10-28
IFP Advisors, Inc	CLOSED	0	65	-65	-100%	$239	$0	-$239	2026-10-16
Covestor Ltd	CLOSED	0	24	-24	-100%	$0	$0	$0	2026-10-30
BlackRock, Inc.	N/A	—	2,416,712	-2,416,712	-100%	$8.9M	—	—	—
WealthTrust Axiom LLC	N/A	—	2,212,619	-2,212,619	-100%	$8.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,272,857	-1,272,857	-100%	$4.7M	—	—	—
American Century Companies Inc	N/A	—	1,075,062	-1,075,062	-100%	$4.0M	—	—	—
Renaissance Technologies LLC	N/A	—	1,029,814	-1,029,814	-100%	$3.8M	—	—	—
Raymond James Financial Inc	N/A	—	996,428	-996,428	-100%	$3.7M	—	—	—
State Street Corp	N/A	—	691,691	-691,691	-100%	$2.5M	—	—	—
Morgan Stanley	N/A	—	637,694	-637,694	-100%	$2.3M	—	—	—
AQR Capital Management LLC	N/A	—	375,692	-375,692	-100%	$1.4M	—	—	—
Northern Trust Corp	N/A	—	265,468	-265,468	-100%	$976.9K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	225,493	-225,493	-100%	$829.8K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	222,300	-222,300	-100%	$818.1K	—	—	—
Quantinno Capital Management LP	N/A	—	171,610	-171,610	-100%	$631.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	164,526	-164,526	-100%	$605.5K	—	—	—
UBS Group AG	N/A	—	158,947	-158,947	-100%	$584.9K	—	—	—
Wells Fargo & Company	N/A	—	111,648	-111,648	-100%	$410.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	106,842	-106,842	-100%	$393.2K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	98,676	-98,676	-100%	$363.1K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	91,173	-91,173	-100%	$335.5K	—	—	—
Bank of America Corp	N/A	—	63,830	-63,830	-100%	$234.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	63,157	-63,157	-100%	$232.4K	—	—	—
Nuveen, LLC	N/A	—	61,999	-61,999	-100%	$228.2K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	55,300	-55,300	-100%	$203.5K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	53,850	-53,850	-100%	$198.2K	—	—	—
Invesco Ltd.	N/A	—	52,282	-52,282	-100%	$192.4K	—	—	—
Citadel Advisors LLC	N/A	—	48,677	-48,677	-100%	$179.1K	—	—	—
FMR LLC	N/A	—	48,366	-48,366	-100%	$178.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	46,464	-46,464	-100%	$171.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	43,250	-43,250	-100%	$159.2K	—	—	—
Victory Capital Management Inc	N/A	—	34,137	-34,137	-100%	$125.6K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	32,203	-32,203	-100%	$118.5K	—	—	—
Alliancebernstein L.P.	N/A	—	31,610	-31,610	-100%	$144.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	30,715	-30,715	-100%	$113.0K	—	—	—
Rothschild Wealth LLC	N/A	—	26,739	-26,739	-100%	$98.4K	—	—	—
Graham Capital Management, L.P.	N/A	—	26,387	-26,387	-100%	$97.1K	—	—	—
Rhumbline Advisers	N/A	—	24,714	-24,714	-100%	$90.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	23,204	-23,204	-100%	$86.0K	—	—	—
IEQ Capital, LLC	N/A	—	23,159	-23,159	-100%	$85.2K	—	—	—
Engineers Gate Manager LP	N/A	—	20,198	-20,198	-100%	$74.3K	—	—	—
Wellington Management Group LLP	N/A	—	19,783	-19,783	-100%	$72.8K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	18,238	-18,238	-100%	$67.1K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	16,541	-16,541	-100%	$61.0K	—	—	—
SEI Investments Co	N/A	—	16,299	-16,299	-100%	$60.0K	—	—	—
Summit Trail Advisors, LLC	N/A	—	15,971	-15,971	-100%	$58.8K	—	—	—
Mariner, LLC	N/A	—	15,895	-15,895	-100%	$58.5K	—	—	—
JPMorgan Chase & Co	N/A	—	15,286	-15,286	-100%	$56.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	14,806	-14,806	-100%	$54.5K	—	—	—
Chancellor Financial Group WB LP	N/A	—	14,602	-14,602	-100%	$53.7K	—	—	—
XTX Topco Ltd	N/A	—	11,671	-11,671	-100%	$42.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	11,151	-11,151	-100%	$41.0K	—	—	—
Captrust Financial Advisors	N/A	—	11,024	-11,024	-100%	$40.6K	—	—	—
Private Advisor Group, LLC	N/A	—	10,018	-10,018	-100%	$36.9K	—	—	—
Equitable Holdings, Inc.	N/A	—	10,000	-10,000	-100%	$36.8K	—	—	—
New York State Common Retirement Fund	N/A	—	9,562	-9,562	-100%	$35.2K	—	—	—
Arax Advisory Partners	N/A	—	8,628	-8,628	-100%	$31.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,069	-8,069	-100%	$29.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	7,619	-7,619	-100%	$28.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,132	-4,132	-100%	$15.2K	—	—	—
Legal & General Group Plc	N/A	—	2,992	-2,992	-100%	$11.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,605	-2,605	-100%	$9.6K	—	—	—
Bard Associates Inc	N/A	—	2,500	-2,500	-100%	$9.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,926	-1,926	-100%	$7.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,371	-1,371	-100%	$5.2K	—	—	—
Raffa Wealth Management, LLC	N/A	—	1,350	-1,350	-100%	$5.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,009	-1,009	-100%	$3.7K	—	—	—
Royal Bank of Canada	N/A	—	941	-941	-100%	$3.0K	—	—	—
California State Teachers Retirement System	N/A	—	443	-443	-100%	$1.6K	—	—	—
BFC Planning, Inc.	N/A	—	375	-375	-100%	$1.4K	—	—	—
Rothschild Investment LLC	N/A	—	217	-217	-100%	$799	—	—	—

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