Exponent Inc (EXPO)

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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Geode Capital Management, LLC

INCREASED

Shares1,770,317 from 1,748,031

Change+22,286 (+1%)

Value$115.8M (+$13.1M)

Filed 2026-11-06

Geneva Capital Management LLC

DECREASED

Shares1,284,888 from 1,405,173

Change-120,285 (-9%)

Value$84.1M (+$1.5M)

Filed 2026-11-09

Royce & Associates LP

DECREASED

Shares1,239,063 from 1,323,097

Change-84,034 (-6%)

Value$81.1M (+$3.3M)

Filed 2026-11-09

Dimensional Fund Advisors LP

INCREASED

Shares1,029,383 from 927,545

Change+101,838 (+11%)

Value$67.3M (+$12.8M)

Filed 2026-11-04

Conestoga Capital Advisors, LLC

DECREASED

Shares744,573 from 1,265,704

Change-521,131 (-41%)

Value$48.7M (-$25.7M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares406,367 from 415,958

Change-9,591 (-2%)

Value$26.6M (+$2.1M)

Filed 2026-11-05

Riverbridge Partners LLC

DECREASED

Shares348,864 from 359,934

Change-11,070 (-3%)

Value$22.8M (+$1.7M)

Filed 2026-11-05

Roffman Miller Associates Inc

INCREASED

Shares319,292 from 280,267

Change+39,025 (+14%)

Value$17.6M (+$1.2M)

Filed 2026-10-19

Fenimore Asset Management Inc

INCREASED

Shares265,398 from 264,577

Change+821 (+0%)

Value$17.4M (+$1.8M)

Filed 2026-10-08

Principal Financial Group Inc

INCREASED

Shares213,643 from 182,637

Change+31,006 (+17%)

Value$14.0M (+$3.2M)

Filed 2026-11-02

Montanaro Asset Management Ltd

DECREASED

Shares176,289 from 179,089

Change-2,800 (-2%)

Value$11.5M (+$1.0M)

Filed 2026-11-09

Fifth Third Bancorp

DECREASED

Shares157,286 from 197,498

Change-40,212 (-20%)

Value$10.3M (-$1.3M)

Filed 2026-11-05

Alps Advisors Inc

DECREASED

Shares108,952 from 110,958

Change-2,006 (-2%)

Value$7.1M (+$607.7K)

Filed 2026-11-03

Creative Planning

INCREASED

Shares99,492 from 46,259

Change+53,233 (+115%)

Value$6.5M (+$3.8M)

Filed 2026-11-02

Nicholas Company, Inc.

UNCHANGED

Shares90,820 from 90,820

Change0 (0%)

Value$5.9M (+$604.9K)

Filed 2026-11-05

Vest Financial, LLC

INCREASED

Shares85,962 from 80,710

Change+5,252 (+7%)

Value$5.6M (+$881.1K)

Filed 2026-10-21

Retirement Systems of Alabama

DECREASED

Shares78,641 from 79,775

Change-1,134 (-1%)

Value$5.1M (+$457.1K)

Filed 2026-11-04

Granite Investment Partners, LLC

DECREASED

Shares73,958 from 84,592

Change-10,634 (-13%)

Value$4.8M (-$132.3K)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares73,851 from 64,821

Change+9,030 (+14%)

Value$4.8M (+$1.0M)

Filed 2026-11-06

MacKenzie Financial Corp

DECREASED

Shares59,605 from 191,175

Change-131,570 (-69%)

Value$3.9M (-$7.3M)

Filed 2026-11-02

Deutsche Bank Ag\

DECREASED

Shares52,897 from 55,970

Change-3,073 (-5%)

Value$3.5M (+$171.7K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares52,163 from 55,221

Change-3,058 (-6%)

Value$3.4M (+$167.7K)

Filed 2026-11-06

Bridge City Capital, LLC

INCREASED

Shares49,231 from 40,502

Change+8,729 (+22%)

Value$3.2M (+$840.8K)

Filed 2026-10-29

Harbor Capital Advisors, Inc.

DECREASED

Shares47,425 from 50,526

Change-3,101 (-6%)

Value$3.1M (+$134.0K)

Filed 2026-10-22

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares46,335 from 45,639

Change+696 (+2%)

Value$3.0M (+$349.5K)

Filed 2026-10-16

Assenagon Asset Management S.A.

INCREASED

Shares43,371 from 39,342

Change+4,029 (+10%)

Value$2.8M (+$525.6K)

Filed 2026-10-15

Summit Creek Advisors LLC

NEW

Shares38,521

Change+38,521

Value$2.5M

Filed 2026-11-03

New York State Teachers Retirement System

DECREASED

Shares35,294 from 35,377

Change-83 (0%)

Value$2.3M (+$230.0K)

Filed 2026-10-22

PensionDanmark Pensionsforsikringsaktieselskab

NEW

Shares30,000

Change+30,000

Value$2.0M

Filed 2026-10-19

Russell Investments Group, Ltd.

INCREASED

Shares28,013 from 15,696

Change+12,317 (+78%)

Value$1.8M (+$910.3K)

Filed 2026-11-06

Amalgamated Bank

DECREASED

Shares20,421 from 20,617

Change-196 (-1%)

Value$1.3M (+$125.0K)

Filed 2026-10-23

Financiere des Professionnels - Fonds d'investissement inc.

NEW

Shares19,895

Change+19,895

Value$1.3M

Filed 2026-11-03

Truist Financial Corp

DECREASED

Shares19,236 from 23,751

Change-4,515 (-19%)

Value$1.3M (-$137.2K)

Filed 2026-10-30

State of New Jersey Common Pension Fund D

DECREASED

Shares19,080 from 24,748

Change-5,668 (-23%)

Value$1.2M (-$206.0K)

Filed 2026-11-05

Squarepoint Ops LLC

DECREASED

Shares18,214 from 20,134

Change-1,920 (-10%)

Value$1.2M (+$8.5K)

Filed 2026-11-09

Mutual of America Capital Management LLC

DECREASED

Shares16,854 from 37,950

Change-21,096 (-56%)

Value$1.1M (-$1.1M)

Filed 2026-10-23

Oppenheimer Asset Management Inc.

DECREASED

Shares16,457 from 19,136

Change-2,679 (-14%)

Value$1.1M (-$47.8K)

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,920 from 7,498

Change+7,422 (+99%)

Value$1.0M (+$575.5K)

Filed 2026-10-13

Louisiana State Employees Retirement System

DECREASED

Shares14,100 from 14,200

Change-100 (-1%)

Value$922.4K (+$88.0K)

Filed 2026-10-20

Arizona State Retirement System

INCREASED

Shares13,665 from 13,591

Change+74 (+1%)

Value$894.0K (+$95.4K)

Filed 2026-11-03

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares13,664 from 14,544

Change-880 (-6%)

Value$893.9K (+$39.3K)

Filed 2026-11-09

Achmea Investment Management B.V.

NEW

Shares13,500

Change+13,500

Value$883.9K

Filed 2026-10-30

Atria Investments, Inc

INCREASED

Shares12,647 from 10,579

Change+2,068 (+20%)

Value$827.4K (+$205.7K)

Filed 2026-10-15

Yousif Capital Management, LLC

DECREASED

Shares12,428 from 13,689

Change-1,261 (-9%)

Value$813.0K (+$8.7K)

Filed 2026-10-22

PineStone Asset Management Inc.

UNCHANGED

Shares11,794 from 11,794

Change0 (0%)

Value$771.6K (+$78.5K)

Filed 2026-10-16

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares11,349 from 11,614

Change-265 (-2%)

Value$742.5K (+$60.0K)

Filed 2026-11-03

Handelsbanken Fonder AB

DECREASED

Shares11,284 from 16,400

Change-5,116 (-31%)

Value$738.0K (+$737.0K)

Filed 2026-11-09

Mitchell & Pahl Private Wealth, LLC

INCREASED

Shares11,222 from 10,184

Change+1,038 (+10%)

Value$734.2K (+$135.7K)

Filed 2026-10-14

State of Michigan Retirement System

DECREASED

Shares11,200 from 11,300

Change-100 (-1%)

Value$732.7K (+$68.7K)

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares10,910 from 34,975

Change-24,065 (-69%)

Value$713.7K (-$1.3M)

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares10,516 from 10,870

Change-354 (-3%)

Value$688.0K (+$49.0K)

Filed 2026-11-05

New Mexico Educational Retirement Board

UNCHANGED

Shares10,300 from 10,300

Change0 (0%)

Value$674.0K (+$69.0K)

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares9,825 from 10,025

Change-200 (-2%)

Value$642.8K (+$53.7K)

Filed 2026-10-30

Parallel Advisors, LLC

DECREASED

Shares8,972 from 9,146

Change-174 (-2%)

Value$587.0K (+$49.5K)

Filed 2026-11-03

Washington Trust Bank

DECREASED

Shares8,842 from 9,082

Change-240 (-3%)

Value$578.4K (+$44.8K)

Filed 2026-11-03

Pictet Asset Management Holding SA

UNCHANGED

Shares8,004 from 8,004

Change0 (0%)

Value$523.6K (+$53.3K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares7,998 from 126,105

Change-118,107 (-94%)

Value$523.2K (-$6.9M)

Filed 2026-10-29

MQS Management LLC

NEW

Shares7,662

Change+7,662

Value$501.2K

Filed 2026-11-06

TD Private Client Wealth LLC

DECREASED

Shares7,053 from 8,308

Change-1,255 (-15%)

Value$461.4K (-$26.8K)

Filed 2026-10-28

Aviance Capital Partners, LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$457.9K (+$46.6K)

Filed 2026-10-29

Xponance LLC

DECREASED

Shares6,932 from 7,265

Change-333 (-5%)

Value$453.5K (+$26.6K)

Filed 2026-11-03

State of Alaska, Department of Revenue

DECREASED

Shares6,436 from 7,614

Change-1,178 (-15%)

Value$420.0K (-$27.0K)

Filed 2026-10-15

Bank of Montreal

DECREASED

Shares6,351 from 7,335

Change-984 (-13%)

Value$415.5K (-$15.5K)

Filed 2026-11-09

PNC Financial Services Group, Inc.

DECREASED

Shares6,214 from 8,119

Change-1,905 (-23%)

Value$406.5K (-$70.6K)

Filed 2026-11-06

Picton Mahoney Asset Management

NEW

Shares5,833

Change+5,833

Value$381.6K

Filed 2026-11-09

Merit Financial Group, LLC

INCREASED

Shares5,799 from 3,409

Change+2,390 (+70%)

Value$379.4K (+$179.1K)

Filed 2026-11-06

HB Wealth Management, LLC

NEW

Shares5,796

Change+5,796

Value$379.2K

Filed 2026-10-23

Citizens Financial Group Inc

NEW

Shares5,790

Change+5,790

Value$378.8K

Filed 2026-10-23

Abel Hall, LLC

DECREASED

Shares5,449 from 6,059

Change-610 (-10%)

Value$356.5K (+$450)

Filed 2026-10-19

Vise Technologies, Inc.

NEW

Shares5,240

Change+5,240

Value$342.8K

Filed 2026-10-29

Gibbs Wealth Management

INCREASED

Shares4,759 from 4,617

Change+142 (+3%)

Value$311.4K (+$40.1K)

Filed 2026-10-22

Teza Capital Management LLC

NEW

Shares4,689

Change+4,689

Value$306.8K

Filed 2026-10-23

BetterWealth, LLC

UNCHANGED

Shares4,667 from 4,667

Change0 (0%)

Value$305.3K (+$31.1K)

Filed 2026-10-15

Elevation Point Wealth Partners, LLC

INCREASED

Shares4,646 from 3,764

Change+882 (+23%)

Value$303.9K (+$82.8K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares4,400 from 4,821

Change-421 (-9%)

Value$288.0K (+$5.0K)

Filed 2026-11-02

Malaga Cove Capital, LLC

INCREASED

Shares4,158 from 3,835

Change+323 (+8%)

Value$272.0K (+$46.7K)

Filed 2026-10-23

Savant Capital, LLC

NEW

Shares4,048

Change+4,048

Value$264.8K

Filed 2026-11-06

Capital Investment Counsel, Inc

UNCHANGED

Shares3,725 from 3,725

Change0 (0%)

Value$243.7K (+$24.8K)

Filed 2026-10-20

Certified Advisory Corp

UNCHANGED

Shares3,700 from 3,700

Change0 (0%)

Value$242.1K (+$24.6K)

Filed 2026-10-29

Swiss Life Asset Management Ltd

DECREASED

Shares3,636 from 5,976

Change-2,340 (-39%)

Value$237.9K (-$113.3K)

Filed 2026-11-03

111 Capital

DECREASED

Shares3,577 from 3,665

Change-88 (-2%)

Value$234.0K (+$18.7K)

Filed 2026-11-03

Crossmark Global Holdings, Inc.

DECREASED

Shares3,477 from 3,604

Change-127 (-4%)

Value$227.5K (+$15.7K)

Filed 2026-10-21

Securian Asset Management, Inc

DECREASED

Shares3,477 from 3,577

Change-100 (-3%)

Value$227.5K (+$2.5K)

Filed 2026-11-06

Everhart Financial Group, Inc.

NEW

Shares3,432

Change+3,432

Value$224.5K

Filed 2026-10-08

Nykredit A/S

UNCHANGED

Shares3,430 from 3,430

Change0 (0%)

Value$224.4K (+$22.8K)

Filed 2026-11-06

US Bancorp \de\

DECREASED

Shares3,423 from 3,654

Change-231 (-6%)

Value$223.9K (+$9.2K)

Filed 2026-11-05

Isthmus Partners, LLC

NEW

Shares3,390

Change+3,390

Value$221.8K

Filed 2026-10-21

Hohimer Wealth Management, LLC

NEW

Shares3,380

Change+3,380

Value$221.1K

Filed 2026-11-04

Virginia Retirement Systems ET Al

NEW

Shares3,300

Change+3,300

Value$215.9K

Filed 2026-10-28

Gamma Investing LLC

INCREASED

Shares3,099 from 2,509

Change+590 (+24%)

Value$202.7K (+$55.3K)

Filed 2026-10-08

Trust Point Inc.

NEW

Shares3,069

Change+3,069

Value$200.8K

Filed 2026-10-27

Chicago Partners Investment Group LLC

NEW

Shares2,922

Change+2,922

Value$226.3K

Filed 2026-10-27

Hantz Financial Services, Inc.

INCREASED

Shares2,857 from 2,604

Change+253 (+10%)

Value$187.0K (+$34.0K)

Filed 2026-11-09

Redwood Park Advisors LLC

INCREASED

Shares2,269 from 2,267

Change+2 (+0%)

Value$148.4K (+$15.2K)

Filed 2026-11-02

Covestor Ltd

INCREASED

Shares2,050 from 1,858

Change+192 (+10%)

Value$134.0K (+$25.0K)

Filed 2026-10-30

Nisa Investment Advisors, LLC

INCREASED

Shares1,969 from 1,119

Change+850 (+76%)

Value$128.8K (+$63.1K)

Filed 2026-10-20

Parkside Financial Bank & Trust

DECREASED

Shares1,663 from 2,019

Change-356 (-18%)

Value$108.8K (-$9.8K)

Filed 2026-10-27

Sterling Capital Management LLC

INCREASED

Shares1,627 from 173

Change+1,454 (+840%)

Value$106.4K (+$96.3K)

Filed 2026-10-22

Signaturefd, LLC

INCREASED

Shares1,624 from 915

Change+709 (+77%)

Value$106.2K (+$52.5K)

Filed 2026-10-23

Hilltop National Bank

DECREASED

Shares1,574 from 2,158

Change-584 (-27%)

Value$103.0K (-$23.8K)

Filed 2026-10-14

KBC Group NV

UNCHANGED

Shares1,439 from 1,439

Change0 (0%)

Value$94.0K (+$9.0K)

Filed 2026-10-22

Eurizon Capital SGR S.p.A.

UNCHANGED

Shares1,256 from 1,256

Change0 (0%)

Value$81.2K (+$6.1K)

Filed 2026-11-06

Mather Group, Llc.

DECREASED

Shares1,111 from 1,307

Change-196 (-15%)

Value$72.7K (-$4.1K)

Filed 2026-10-14

Strs Ohio

NEW

Shares1,100

Change+1,100

Value$72.0K

Filed 2026-10-30

BI Asset Management Fondsmaeglerselskab A/S

NEW

Shares1,090

Change+1,090

Value$71.0K

Filed 2026-10-22

State of Wyoming

DECREASED

Shares1,005 from 2,050

Change-1,045 (-51%)

Value$65.7K (-$54.7K)

Filed 2026-10-28

Clearstead Advisors, LLC

INCREASED

Shares985 from 961

Change+24 (+3%)

Value$64.4K (+$8.0K)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares959 from 703

Change+256 (+36%)

Value$62.7K (+$21.4K)

Filed 2026-10-08

Versant Capital Management, Inc

INCREASED

Shares900 from 894

Change+6 (+1%)

Value$58.9K (+$6.3K)

Filed 2026-10-02

Allworth Financial LP

INCREASED

Shares807 from 788

Change+19 (+2%)

Value$47.4K (+$1.1K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares778 from 736

Change+42 (+6%)

Value$50.9K (+$7.7K)

Filed 2026-11-04

UMB Bank, n.a.

INCREASED

Shares555 from 533

Change+22 (+4%)

Value$36.3K (+$5.0K)

Filed 2026-11-06

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$29.4K (+$3.0K)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares428 from 115

Change+313 (+272%)

Value$28.0K (+$21.2K)

Filed 2026-10-26

Bessemer Group Inc

INCREASED

Shares378 from 268

Change+110 (+41%)

Value$10.0K (+$10.0K)

Filed 2026-11-09

Provenance Wealth Advisors, LLC

NEW

Shares372

Change+372

Value$24.3K

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares297

Change+297

Value$19.4K

Filed 2026-10-21

Heritage Family Offices, LLP

NEW

Shares263

Change+263

Value$17.2K

Filed 2026-11-02

Harbor Investment Advisory, LLC

UNCHANGED

Shares260 from 260

Change0 (0%)

Value$17.0K (+$1.7K)

Filed 2026-10-13

Summit Securities Group LLC

NEW

Shares247

Change+247

Value$16.2K

Filed 2026-11-05

Geneos Wealth Management Inc.

NEW

Shares234

Change+234

Value$15.3K

Filed 2026-11-09

Essential Partners LLC

INCREASED

Shares222 from 103

Change+119 (+116%)

Value$14.5K (+$8.5K)

Filed 2026-10-14

Bell Investment Advisors, Inc

DECREASED

Shares201 from 222

Change-21 (-9%)

Value$13.2K (+$105)

Filed 2026-10-29

Entrust Financial LLC

UNCHANGED

Shares198 from 198

Change0 (0%)

Value$13.0K (+$1.3K)

Filed 2026-11-04

GK Wealth Management LLC

NEW

Shares150

Change+150

Value$9.8K

Filed 2026-10-09

Private Trust Co NA

DECREASED

Shares136 from 223

Change-87 (-39%)

Value$8.9K (-$4.2K)

Filed 2026-10-20

Quent Capital, LLC

INCREASED

Shares134 from 22

Change+112 (+509%)

Value$11.3K (+$10.0K)

Filed 2026-11-09

True Wealth Design, LLC

INCREASED

Shares118 from 110

Change+8 (+7%)

Value$7.7K (+$1.3K)

Filed 2026-10-13

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares91 from 94

Change-3 (-3%)

Value$6.0K (+$430)

Filed 2026-10-05

Assetmark, Inc

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$4.4K (+$446)

Filed 2026-10-21

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$4 ($0)

Filed 2026-11-04

Wolff Wiese Magana LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$3.5K (+$353)

Filed 2026-10-15

Jacobi Capital Management LLC

NEW

Shares50

Change+50

Value$3.3K

Filed 2026-11-05

Birch Financial Group, LLC

NEW

Shares48

Change+48

Value$3.1K

Filed 2026-10-27

Physician Wealth Advisors, Inc.

INCREASED

Shares46 from 37

Change+9 (+24%)

Value$3.0K (+$835)

Filed 2026-10-20

Elyxium Wealth, LLC

NEW

Shares45

Change+45

Value$2.9K

Filed 2026-10-27

Private Wealth Management Group, LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$2.9K (+$293)

Filed 2026-10-19

Farmers & Merchants Investments Inc

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$2.7K (+$280)

Filed 2026-10-22

Smallwood Wealth Investment Management, LLC

NEW

Shares33

Change+33

Value$2.2K

Filed 2026-10-30

Fortitude Family Office, LLC

INCREASED

Shares27 from 17

Change+10 (+59%)

Value$1.8K (+$767)

Filed 2026-10-14

Marquette Asset Management, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$1.8K (+$180)

Filed 2026-10-09

Manchester Capital Management LLC

DECREASED

Shares25 from 29

Change-4 (-14%)

Value$1.6K (-$69)

Filed 2026-10-22

Financial Network Wealth Advisors LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.6K (+$164)

Filed 2026-10-28

WPG Advisers, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.4K (+$146)

Filed 2026-10-27

IFP Advisors, Inc

DECREASED

Shares20 from 67

Change-47 (-70%)

Value$1.3K (-$2.6K)

Filed 2026-10-16

JFS Wealth Advisors, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$1.2K (+$126)

Filed 2026-11-03

TD Waterhouse Canada Inc.

NEW

Shares18

Change+18

Value$1.3K

Filed 2026-10-16

Creative Capital Management Investments LLC

INCREASED

Shares18 from 8

Change+10 (+125%)

Value$1.2K (+$708)

Filed 2026-10-28

Avion Wealth

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

SBI Securities Co., Ltd.

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.2K (+$120)

Filed 2026-10-22

Bare Financial Services, Inc

DECREASED

Shares17 from 24

Change-7 (-29%)

Value$1.1K (-$298)

Filed 2026-11-04

Darwin Wealth Management, LLC

NEW

Shares15

Change+15

Value$981

Filed 2026-11-09

Zions Bancorporation, National Association

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$981 (+$100)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

DECREASED

Shares13 from 206

Change-193 (-94%)

Value$850 (-$11.3K)

Filed 2026-10-29

CX Institutional

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1 ($0)

Filed 2026-10-02

Bay Harbor Wealth Management, LLC

INCREASED

Shares10 from 7

Change+3 (+43%)

Value$654 (+$243)

Filed 2026-11-03

Leonteq Securities AG

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$654 (+$66)

Filed 2026-10-29

North Star Investment Management Corp.

NEW

Shares8

Change+8

Value$523

Filed 2026-10-27

Activest Wealth Management

DECREASED

Shares8 from 34

Change-26 (-76%)

Value$523 (-$1.5K)

Filed 2026-10-15

Valley National Advisers Inc

NEW

Shares7

Change+7

Value$458

Filed 2026-10-23

Signature Equity Partners, LLC

NEW

Shares6

Change+6

Value$393

Filed 2026-10-29

DiNuzzo Private Wealth, Inc.

INCREASED

Shares6 from 3

Change+3 (+100%)

Value$393 (+$216)

Filed 2026-10-16

Meriwether Wealth & Planning, LLC

NEW

Shares5

Change+5

Value$327

Filed 2026-10-13

Harbour Investments, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$327 (+$33)

Filed 2026-11-09

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$262 (+$27)

Filed 2026-10-27

Grove Bank & Trust

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$196 (+$20)

Filed 2026-10-08

James T. Borello RIA

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$131 (+$13)

Filed 2026-10-16

Maseco LLP

NEW

Shares1

Change+1

Value$65

Filed 2026-10-27

Hughes Financial Services, LLC

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$78 (-$40)

Filed 2026-10-30

DecisionPoint Financial, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$70 (+$10)

Filed 2026-10-27

MV Capital Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$66 (+$7)

Filed 2026-10-29

Jefferies Financial Group Inc.

CLOSED

Shares0 from 66,842

Change-66,842 (-100%)

Value$0 (-$3.9M)

Filed 2026-11-05

Eulav Asset Management

CLOSED

Shares0 from 18,900

Change-18,900 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-23

Inspire Investing, LLC

CLOSED

Shares0 from 11,605

Change-11,605 (-100%)

Value$0 (-$681.9K)

Filed 2026-10-22

Intech Investment Management LLC

CLOSED

Shares0 from 11,012

Change-11,012 (-100%)

Value$0 (-$647.1K)

Filed 2026-11-09

Baker Ellis Asset Management LLC

CLOSED

Shares0 from 5,160

Change-5,160 (-100%)

Value$0 (-$303.2K)

Filed 2026-10-14

Park Place Capital Corp

CLOSED

Shares0 from 522

Change-522 (-100%)

Value$0 (-$30.7K)

Filed 2026-11-09

Blue Trust, Inc.

CLOSED

Shares0 from 269

Change-269 (-100%)

Value$0 (-$15.8K)

Filed 2026-10-15

Tokio Marine Asset Management Co LTD

CLOSED

Shares0 from 221

Change-221 (-100%)

Value$0 (-$13.0K)

Filed 2026-10-26

CoreCap Advisors, LLC

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$5.9K)

Filed 2026-10-08

Fulcrum Asset Management LLP

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$2.9K)

Filed 2026-11-04

Atlatl Advisers LLC

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-22

AdvisorNet Financial, Inc

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-15

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$470)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 6,184,950

Change-6,184,950 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 3,995,684

Change-3,995,684 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,143,624

Change-3,143,624 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,180,212

Change-2,180,212 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,943,646

Change-1,943,646 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,214,003

Change-1,214,003 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,144,847

Change-1,144,847 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 1,083,370

Change-1,083,370 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,033,426

Change-1,033,426 (-100%)

Value—

Norges Bank

N/A

Shares— from 883,843

Change-883,843 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 754,256

Change-754,256 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 648,042

Change-648,042 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 567,909

Change-567,909 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 559,546

Change-559,546 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 533,719

Change-533,719 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 527,020

Change-527,020 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 498,130

Change-498,130 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 481,260

Change-481,260 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 446,274

Change-446,274 (-100%)

Value—

UBS Group AG

N/A

Shares— from 395,055

Change-395,055 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 394,502

Change-394,502 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 391,047

Change-391,047 (-100%)

Value—

Bamco Inc

N/A

Shares— from 364,297

Change-364,297 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 347,784

Change-347,784 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 323,515

Change-323,515 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 271,842

Change-271,842 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 266,615

Change-266,615 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 244,021

Change-244,021 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 234,967

Change-234,967 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 212,179

Change-212,179 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 211,483

Change-211,483 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 206,154

Change-206,154 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 175,828

Change-175,828 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 174,775

Change-174,775 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 164,027

Change-164,027 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 163,892

Change-163,892 (-100%)

Value—

BLI - Banque de Luxembourg Investments

N/A

Shares— from 162,300

Change-162,300 (-100%)

Value—

Man Group plc

N/A

Shares— from 160,212

Change-160,212 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 142,677

Change-142,677 (-100%)

Value—

DF Dent & Co Inc

N/A

Shares— from 111,379

Change-111,379 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 111,067

Change-111,067 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 108,364

Change-108,364 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 107,830

Change-107,830 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 101,900

Change-101,900 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 98,600

Change-98,600 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 94,068

Change-94,068 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 93,331

Change-93,331 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 86,871

Change-86,871 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 84,705

Change-84,705 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 81,583

Change-81,583 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 75,694

Change-75,694 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 70,519

Change-70,519 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 68,293

Change-68,293 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 64,861

Change-64,861 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 62,234

Change-62,234 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 58,686

Change-58,686 (-100%)

Value—

Longaeva Partners L.P.

N/A

Shares— from 54,254

Change-54,254 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 53,174

Change-53,174 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 52,159

Change-52,159 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 51,301

Change-51,301 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 48,438

Change-48,438 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 48,437

Change-48,437 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 45,910

Change-45,910 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 45,120

Change-45,120 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 43,764

Change-43,764 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 40,344

Change-40,344 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 39,709

Change-39,709 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 35,346

Change-35,346 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 35,081

Change-35,081 (-100%)

Value—

Allstate Corp

N/A

Shares— from 31,613

Change-31,613 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 31,590

Change-31,590 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 30,016

Change-30,016 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 29,529

Change-29,529 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 28,895

Change-28,895 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 28,546

Change-28,546 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 28,407

Change-28,407 (-100%)

Value—

Mirova

N/A

Shares— from 28,064

Change-28,064 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 26,721

Change-26,721 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 26,023

Change-26,023 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 24,586

Change-24,586 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 24,159

Change-24,159 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 23,944

Change-23,944 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 23,700

Change-23,700 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 23,105

Change-23,105 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 23,023

Change-23,023 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 22,275

Change-22,275 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 22,167

Change-22,167 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 22,045

Change-22,045 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 21,889

Change-21,889 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 21,215

Change-21,215 (-100%)

Value—

Caisse de Depot ET Placement DU Quebec

N/A

Shares— from 20,200

Change-20,200 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 19,171

Change-19,171 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 19,102

Change-19,102 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 18,790

Change-18,790 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 18,005

Change-18,005 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 17,676

Change-17,676 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 17,252

Change-17,252 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 16,920

Change-16,920 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 16,828

Change-16,828 (-100%)

Value—

&partners

N/A

Shares— from 15,274

Change-15,274 (-100%)

Value—

FMR LLC

N/A

Shares— from 15,023

Change-15,023 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 14,458

Change-14,458 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 14,409

Change-14,409 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 14,155

Change-14,155 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 13,403

Change-13,403 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 12,950

Change-12,950 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 12,834

Change-12,834 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 11,832

Change-11,832 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 11,827

Change-11,827 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 10,913

Change-10,913 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 10,705

Change-10,705 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 10,564

Change-10,564 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 9,587

Change-9,587 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 9,492

Change-9,492 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 9,257

Change-9,257 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 9,206

Change-9,206 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 9,118

Change-9,118 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 8,880

Change-8,880 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 8,676

Change-8,676 (-100%)

Value—

Summitry LLC

N/A

Shares— from 8,043

Change-8,043 (-100%)

Value—

Sivia Capital Partners, LLC

N/A

Shares— from 7,884

Change-7,884 (-100%)

Value—

Aviva PLC

N/A

Shares— from 7,678

Change-7,678 (-100%)

Value—

LRT Capital Management, LLC

N/A

Shares— from 7,563

Change-7,563 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 7,507

Change-7,507 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,419

Change-7,419 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 7,358

Change-7,358 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 7,345

Change-7,345 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 7,035

Change-7,035 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 6,803

Change-6,803 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,755

Change-6,755 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 6,611

Change-6,611 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 6,547

Change-6,547 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 6,528

Change-6,528 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 6,414

Change-6,414 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 6,193

Change-6,193 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 6,166

Change-6,166 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 6,165

Change-6,165 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 6,078

Change-6,078 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 5,572

Change-5,572 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 5,512

Change-5,512 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 5,186

Change-5,186 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,119

Change-5,119 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,031

Change-5,031 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,815

Change-4,815 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 4,491

Change-4,491 (-100%)

Value—

SIH Partners, Lllp

N/A

Shares— from 4,486

Change-4,486 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 4,454

Change-4,454 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,383

Change-4,383 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 4,378

Change-4,378 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 4,199

Change-4,199 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 4,025

Change-4,025 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,955

Change-3,955 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 3,926

Change-3,926 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 3,840

Change-3,840 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 3,563

Change-3,563 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 3,528

Change-3,528 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 3,384

Change-3,384 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,218

Change-2,218 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,928

Change-1,928 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,773

Change-1,773 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 1,504

Change-1,504 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 1,357

Change-1,357 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 677

Change-677 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 677

Change-677 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 639

Change-639 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 633

Change-633 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 589

Change-589 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 493

Change-493 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 385

Change-385 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 348

Change-348 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 341

Change-341 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 340

Change-340 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 338

Change-338 (-100%)

Value—

EFG International AG

N/A

Shares— from 337

Change-337 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 186

Change-186 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 176

Change-176 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 144

Change-144 (-100%)

Value—

Quarry LP

N/A

Shares— from 51

Change-51 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 46

Change-46 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 17

Change-17 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 13

Change-13 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 12

Change-12 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 10

Change-10 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 5

Change-5 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	1,770,317	1,748,031	+22,286	+1%	$102.7M	$115.8M	+$13.1M	2026-11-06
Geneva Capital Management LLC	DECREASED	1,284,888	1,405,173	-120,285	-9%	$82.6M	$84.1M	+$1.5M	2026-11-09
Royce & Associates LP	DECREASED	1,239,063	1,323,097	-84,034	-6%	$77.7M	$81.1M	+$3.3M	2026-11-09
Dimensional Fund Advisors LP	INCREASED	1,029,383	927,545	+101,838	+11%	$54.5M	$67.3M	+$12.8M	2026-11-04
Conestoga Capital Advisors, LLC	DECREASED	744,573	1,265,704	-521,131	-41%	$74.4M	$48.7M	-$25.7M	2026-11-02
Bank of New York Mellon Corp	DECREASED	406,367	415,958	-9,591	-2%	$24.4M	$26.6M	+$2.1M	2026-11-05
Riverbridge Partners LLC	DECREASED	348,864	359,934	-11,070	-3%	$21.1M	$22.8M	+$1.7M	2026-11-05
Roffman Miller Associates Inc	INCREASED	319,292	280,267	+39,025	+14%	$16.5M	$17.6M	+$1.2M	2026-10-19
Fenimore Asset Management Inc	INCREASED	265,398	264,577	+821	+0%	$15.5M	$17.4M	+$1.8M	2026-10-08
Principal Financial Group Inc	INCREASED	213,643	182,637	+31,006	+17%	$10.7M	$14.0M	+$3.2M	2026-11-02
Montanaro Asset Management Ltd	DECREASED	176,289	179,089	-2,800	-2%	$10.5M	$11.5M	+$1.0M	2026-11-09
Fifth Third Bancorp	DECREASED	157,286	197,498	-40,212	-20%	$11.6M	$10.3M	-$1.3M	2026-11-05
Alps Advisors Inc	DECREASED	108,952	110,958	-2,006	-2%	$6.5M	$7.1M	+$607.7K	2026-11-03
Creative Planning	INCREASED	99,492	46,259	+53,233	+115%	$2.7M	$6.5M	+$3.8M	2026-11-02
Nicholas Company, Inc.	UNCHANGED	90,820	90,820	0	0%	$5.3M	$5.9M	+$604.9K	2026-11-05
Vest Financial, LLC	INCREASED	85,962	80,710	+5,252	+7%	$4.7M	$5.6M	+$881.1K	2026-10-21
Retirement Systems of Alabama	DECREASED	78,641	79,775	-1,134	-1%	$4.7M	$5.1M	+$457.1K	2026-11-04
Granite Investment Partners, LLC	DECREASED	73,958	84,592	-10,634	-13%	$5.0M	$4.8M	-$132.3K	2026-11-04
Barclays PLC	INCREASED	73,851	64,821	+9,030	+14%	$3.8M	$4.8M	+$1.0M	2026-11-06
MacKenzie Financial Corp	DECREASED	59,605	191,175	-131,570	-69%	$11.2M	$3.9M	-$7.3M	2026-11-02
Deutsche Bank Ag\	DECREASED	52,897	55,970	-3,073	-5%	$3.3M	$3.5M	+$171.7K	2026-11-06
LPL Financial LLC	DECREASED	52,163	55,221	-3,058	-6%	$3.2M	$3.4M	+$167.7K	2026-11-06
Bridge City Capital, LLC	INCREASED	49,231	40,502	+8,729	+22%	$2.4M	$3.2M	+$840.8K	2026-10-29
Harbor Capital Advisors, Inc.	DECREASED	47,425	50,526	-3,101	-6%	$3.0M	$3.1M	+$134.0K	2026-10-22
Y-Intercept (Hong Kong) Ltd	INCREASED	46,335	45,639	+696	+2%	$2.7M	$3.0M	+$349.5K	2026-10-16
Assenagon Asset Management S.A.	INCREASED	43,371	39,342	+4,029	+10%	$2.3M	$2.8M	+$525.6K	2026-10-15
Summit Creek Advisors LLC	NEW	38,521	—	+38,521	—	—	$2.5M	—	2026-11-03
New York State Teachers Retirement System	DECREASED	35,294	35,377	-83	0%	$2.1M	$2.3M	+$230.0K	2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab	NEW	30,000	—	+30,000	—	—	$2.0M	—	2026-10-19
Russell Investments Group, Ltd.	INCREASED	28,013	15,696	+12,317	+78%	$922.3K	$1.8M	+$910.3K	2026-11-06
Amalgamated Bank	DECREASED	20,421	20,617	-196	-1%	$1.2M	$1.3M	+$125.0K	2026-10-23
Financiere des Professionnels - Fonds d'investissement inc.	NEW	19,895	—	+19,895	—	—	$1.3M	—	2026-11-03
Truist Financial Corp	DECREASED	19,236	23,751	-4,515	-19%	$1.4M	$1.3M	-$137.2K	2026-10-30
State of New Jersey Common Pension Fund D	DECREASED	19,080	24,748	-5,668	-23%	$1.5M	$1.2M	-$206.0K	2026-11-05
Squarepoint Ops LLC	DECREASED	18,214	20,134	-1,920	-10%	$1.2M	$1.2M	+$8.5K	2026-11-09
Mutual of America Capital Management LLC	DECREASED	16,854	37,950	-21,096	-56%	$2.2M	$1.1M	-$1.1M	2026-10-23
Oppenheimer Asset Management Inc.	DECREASED	16,457	19,136	-2,679	-14%	$1.1M	$1.1M	-$47.8K	2026-10-27
Wealth Enhancement Advisory Services, LLC	INCREASED	14,920	7,498	+7,422	+99%	$465.6K	$1.0M	+$575.5K	2026-10-13
Louisiana State Employees Retirement System	DECREASED	14,100	14,200	-100	-1%	$834.4K	$922.4K	+$88.0K	2026-10-20
Arizona State Retirement System	INCREASED	13,665	13,591	+74	+1%	$798.6K	$894.0K	+$95.4K	2026-11-03
Police & Firemen's Retirement System of New Jersey	DECREASED	13,664	14,544	-880	-6%	$854.6K	$893.9K	+$39.3K	2026-11-09
Achmea Investment Management B.V.	NEW	13,500	—	+13,500	—	—	$883.9K	—	2026-10-30
Atria Investments, Inc	INCREASED	12,647	10,579	+2,068	+20%	$621.6K	$827.4K	+$205.7K	2026-10-15
Yousif Capital Management, LLC	DECREASED	12,428	13,689	-1,261	-9%	$804.4K	$813.0K	+$8.7K	2026-10-22
PineStone Asset Management Inc.	UNCHANGED	11,794	11,794	0	0%	$693.0K	$771.6K	+$78.5K	2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	11,349	11,614	-265	-2%	$682.4K	$742.5K	+$60.0K	2026-11-03
Handelsbanken Fonder AB	DECREASED	11,284	16,400	-5,116	-31%	$964	$738.0K	+$737.0K	2026-11-09
Mitchell & Pahl Private Wealth, LLC	INCREASED	11,222	10,184	+1,038	+10%	$598.4K	$734.2K	+$135.7K	2026-10-14
State of Michigan Retirement System	DECREASED	11,200	11,300	-100	-1%	$664.0K	$732.7K	+$68.7K	2026-10-27
Citigroup Inc	DECREASED	10,910	34,975	-24,065	-69%	$2.1M	$713.7K	-$1.3M	2026-11-04
Thrivent Financial for Lutherans	DECREASED	10,516	10,870	-354	-3%	$639.0K	$688.0K	+$49.0K	2026-11-05
New Mexico Educational Retirement Board	UNCHANGED	10,300	10,300	0	0%	$605.0K	$674.0K	+$69.0K	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	9,825	10,025	-200	-2%	$589.1K	$642.8K	+$53.7K	2026-10-30
Parallel Advisors, LLC	DECREASED	8,972	9,146	-174	-2%	$537.4K	$587.0K	+$49.5K	2026-11-03
Washington Trust Bank	DECREASED	8,842	9,082	-240	-3%	$533.7K	$578.4K	+$44.8K	2026-11-03
Pictet Asset Management Holding SA	UNCHANGED	8,004	8,004	0	0%	$470.3K	$523.6K	+$53.3K	2026-11-03
ProShare Advisors LLC	DECREASED	7,998	126,105	-118,107	-94%	$7.4M	$523.2K	-$6.9M	2026-10-29
MQS Management LLC	NEW	7,662	—	+7,662	—	—	$501.2K	—	2026-11-06
TD Private Client Wealth LLC	DECREASED	7,053	8,308	-1,255	-15%	$488.2K	$461.4K	-$26.8K	2026-10-28
Aviance Capital Partners, LLC	UNCHANGED	7,000	7,000	0	0%	$411.3K	$457.9K	+$46.6K	2026-10-29
Xponance LLC	DECREASED	6,932	7,265	-333	-5%	$426.9K	$453.5K	+$26.6K	2026-11-03
State of Alaska, Department of Revenue	DECREASED	6,436	7,614	-1,178	-15%	$447.0K	$420.0K	-$27.0K	2026-10-15
Bank of Montreal	DECREASED	6,351	7,335	-984	-13%	$431.0K	$415.5K	-$15.5K	2026-11-09
PNC Financial Services Group, Inc.	DECREASED	6,214	8,119	-1,905	-23%	$477.1K	$406.5K	-$70.6K	2026-11-06
Picton Mahoney Asset Management	NEW	5,833	—	+5,833	—	—	$381.6K	—	2026-11-09
Merit Financial Group, LLC	INCREASED	5,799	3,409	+2,390	+70%	$200.3K	$379.4K	+$179.1K	2026-11-06
HB Wealth Management, LLC	NEW	5,796	—	+5,796	—	—	$379.2K	—	2026-10-23
Citizens Financial Group Inc	NEW	5,790	—	+5,790	—	—	$378.8K	—	2026-10-23
Abel Hall, LLC	DECREASED	5,449	6,059	-610	-10%	$356.1K	$356.5K	+$450	2026-10-19
Vise Technologies, Inc.	NEW	5,240	—	+5,240	—	—	$342.8K	—	2026-10-29
Gibbs Wealth Management	INCREASED	4,759	4,617	+142	+3%	$271.3K	$311.4K	+$40.1K	2026-10-22
Teza Capital Management LLC	NEW	4,689	—	+4,689	—	—	$306.8K	—	2026-10-23
BetterWealth, LLC	UNCHANGED	4,667	4,667	0	0%	$274.2K	$305.3K	+$31.1K	2026-10-15
Elevation Point Wealth Partners, LLC	INCREASED	4,646	3,764	+882	+23%	$221.2K	$303.9K	+$82.8K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	4,400	4,821	-421	-9%	$283.0K	$288.0K	+$5.0K	2026-11-02
Malaga Cove Capital, LLC	INCREASED	4,158	3,835	+323	+8%	$225.3K	$272.0K	+$46.7K	2026-10-23
Savant Capital, LLC	NEW	4,048	—	+4,048	—	—	$264.8K	—	2026-11-06
Capital Investment Counsel, Inc	UNCHANGED	3,725	3,725	0	0%	$218.9K	$243.7K	+$24.8K	2026-10-20
Certified Advisory Corp	UNCHANGED	3,700	3,700	0	0%	$217.4K	$242.1K	+$24.6K	2026-10-29
Swiss Life Asset Management Ltd	DECREASED	3,636	5,976	-2,340	-39%	$351.2K	$237.9K	-$113.3K	2026-11-03
111 Capital	DECREASED	3,577	3,665	-88	-2%	$215.4K	$234.0K	+$18.7K	2026-11-03
Crossmark Global Holdings, Inc.	DECREASED	3,477	3,604	-127	-4%	$211.8K	$227.5K	+$15.7K	2026-10-21
Securian Asset Management, Inc	DECREASED	3,477	3,577	-100	-3%	$224.9K	$227.5K	+$2.5K	2026-11-06
Everhart Financial Group, Inc.	NEW	3,432	—	+3,432	—	—	$224.5K	—	2026-10-08
Nykredit A/S	UNCHANGED	3,430	3,430	0	0%	$201.5K	$224.4K	+$22.8K	2026-11-06
US Bancorp \de\	DECREASED	3,423	3,654	-231	-6%	$214.8K	$223.9K	+$9.2K	2026-11-05
Isthmus Partners, LLC	NEW	3,390	—	+3,390	—	—	$221.8K	—	2026-10-21
Hohimer Wealth Management, LLC	NEW	3,380	—	+3,380	—	—	$221.1K	—	2026-11-04
Virginia Retirement Systems ET Al	NEW	3,300	—	+3,300	—	—	$215.9K	—	2026-10-28
Gamma Investing LLC	INCREASED	3,099	2,509	+590	+24%	$147.4K	$202.7K	+$55.3K	2026-10-08
Trust Point Inc.	NEW	3,069	—	+3,069	—	—	$200.8K	—	2026-10-27
Chicago Partners Investment Group LLC	NEW	2,922	—	+2,922	—	—	$226.3K	—	2026-10-27
Hantz Financial Services, Inc.	INCREASED	2,857	2,604	+253	+10%	$153.0K	$187.0K	+$34.0K	2026-11-09
Redwood Park Advisors LLC	INCREASED	2,269	2,267	+2	+0%	$133.2K	$148.4K	+$15.2K	2026-11-02
Covestor Ltd	INCREASED	2,050	1,858	+192	+10%	$109.0K	$134.0K	+$25.0K	2026-10-30
Nisa Investment Advisors, LLC	INCREASED	1,969	1,119	+850	+76%	$65.8K	$128.8K	+$63.1K	2026-10-20
Parkside Financial Bank & Trust	DECREASED	1,663	2,019	-356	-18%	$118.6K	$108.8K	-$9.8K	2026-10-27
Sterling Capital Management LLC	INCREASED	1,627	173	+1,454	+840%	$10.2K	$106.4K	+$96.3K	2026-10-22
Signaturefd, LLC	INCREASED	1,624	915	+709	+77%	$53.8K	$106.2K	+$52.5K	2026-10-23
Hilltop National Bank	DECREASED	1,574	2,158	-584	-27%	$126.8K	$103.0K	-$23.8K	2026-10-14
KBC Group NV	UNCHANGED	1,439	1,439	0	0%	$85.0K	$94.0K	+$9.0K	2026-10-22
Eurizon Capital SGR S.p.A.	UNCHANGED	1,256	1,256	0	0%	$75.1K	$81.2K	+$6.1K	2026-11-06
Mather Group, Llc.	DECREASED	1,111	1,307	-196	-15%	$76.8K	$72.7K	-$4.1K	2026-10-14
Strs Ohio	NEW	1,100	—	+1,100	—	—	$72.0K	—	2026-10-30
BI Asset Management Fondsmaeglerselskab A/S	NEW	1,090	—	+1,090	—	—	$71.0K	—	2026-10-22
State of Wyoming	DECREASED	1,005	2,050	-1,045	-51%	$120.5K	$65.7K	-$54.7K	2026-10-28
Clearstead Advisors, LLC	INCREASED	985	961	+24	+3%	$56.5K	$64.4K	+$8.0K	2026-11-06
Farther Finance Advisors, LLC	INCREASED	959	703	+256	+36%	$41.3K	$62.7K	+$21.4K	2026-10-08
Versant Capital Management, Inc	INCREASED	900	894	+6	+1%	$52.5K	$58.9K	+$6.3K	2026-10-02
Allworth Financial LP	INCREASED	807	788	+19	+2%	$46.3K	$47.4K	+$1.1K	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	778	736	+42	+6%	$43.2K	$50.9K	+$7.7K	2026-11-04
UMB Bank, n.a.	INCREASED	555	533	+22	+4%	$31.3K	$36.3K	+$5.0K	2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	450	450	0	0%	$26.4K	$29.4K	+$3.0K	2026-11-05
SJS Investment Consulting Inc.	INCREASED	428	115	+313	+272%	$6.8K	$28.0K	+$21.2K	2026-10-26
Bessemer Group Inc	INCREASED	378	268	+110	+41%	$17	$10.0K	+$10.0K	2026-11-09
Provenance Wealth Advisors, LLC	NEW	372	—	+372	—	—	$24.3K	—	2026-10-30
Root Financial Partners, LLC	NEW	297	—	+297	—	—	$19.4K	—	2026-10-21
Heritage Family Offices, LLP	NEW	263	—	+263	—	—	$17.2K	—	2026-11-02
Harbor Investment Advisory, LLC	UNCHANGED	260	260	0	0%	$15.3K	$17.0K	+$1.7K	2026-10-13
Summit Securities Group LLC	NEW	247	—	+247	—	—	$16.2K	—	2026-11-05
Geneos Wealth Management Inc.	NEW	234	—	+234	—	—	$15.3K	—	2026-11-09
Essential Partners LLC	INCREASED	222	103	+119	+116%	$6.1K	$14.5K	+$8.5K	2026-10-14
Bell Investment Advisors, Inc	DECREASED	201	222	-21	-9%	$13.0K	$13.2K	+$105	2026-10-29
Entrust Financial LLC	UNCHANGED	198	198	0	0%	$11.6K	$13.0K	+$1.3K	2026-11-04
GK Wealth Management LLC	NEW	150	—	+150	—	—	$9.8K	—	2026-10-09
Private Trust Co NA	DECREASED	136	223	-87	-39%	$13.1K	$8.9K	-$4.2K	2026-10-20
Quent Capital, LLC	INCREASED	134	22	+112	+509%	$1.3K	$11.3K	+$10.0K	2026-11-09
True Wealth Design, LLC	INCREASED	118	110	+8	+7%	$6.5K	$7.7K	+$1.3K	2026-10-13
MassMutual Private Wealth & Trust, FSB	DECREASED	91	94	-3	-3%	$5.5K	$6.0K	+$430	2026-10-05
Assetmark, Inc	UNCHANGED	67	67	0	0%	$3.9K	$4.4K	+$446	2026-10-21
Hazlett, Burt & Watson, Inc.	UNCHANGED	63	63	0	0%	$4	$4	$0	2026-11-04
Wolff Wiese Magana LLC	UNCHANGED	53	53	0	0%	$3.1K	$3.5K	+$353	2026-10-15
Jacobi Capital Management LLC	NEW	50	—	+50	—	—	$3.3K	—	2026-11-05
Birch Financial Group, LLC	NEW	48	—	+48	—	—	$3.1K	—	2026-10-27
Physician Wealth Advisors, Inc.	INCREASED	46	37	+9	+24%	$2.2K	$3.0K	+$835	2026-10-20
Elyxium Wealth, LLC	NEW	45	—	+45	—	—	$2.9K	—	2026-10-27
Private Wealth Management Group, LLC	UNCHANGED	44	44	0	0%	$2.6K	$2.9K	+$293	2026-10-19
Farmers & Merchants Investments Inc	UNCHANGED	42	42	0	0%	$2.5K	$2.7K	+$280	2026-10-22
Smallwood Wealth Investment Management, LLC	NEW	33	—	+33	—	—	$2.2K	—	2026-10-30
Fortitude Family Office, LLC	INCREASED	27	17	+10	+59%	$999	$1.8K	+$767	2026-10-14
Marquette Asset Management, LLC	UNCHANGED	27	27	0	0%	$1.6K	$1.8K	+$180	2026-10-09
Manchester Capital Management LLC	DECREASED	25	29	-4	-14%	$1.7K	$1.6K	-$69	2026-10-22
Financial Network Wealth Advisors LLC	UNCHANGED	24	24	0	0%	$1.4K	$1.6K	+$164	2026-10-28
WPG Advisers, LLC	UNCHANGED	22	22	0	0%	$1.3K	$1.4K	+$146	2026-10-27
IFP Advisors, Inc	DECREASED	20	67	-47	-70%	$3.9K	$1.3K	-$2.6K	2026-10-16
JFS Wealth Advisors, LLC	UNCHANGED	19	19	0	0%	$1.1K	$1.2K	+$126	2026-11-03
TD Waterhouse Canada Inc.	NEW	18	—	+18	—	—	$1.3K	—	2026-10-16
Creative Capital Management Investments LLC	INCREASED	18	8	+10	+125%	$470	$1.2K	+$708	2026-10-28
Avion Wealth	UNCHANGED	18	18	0	0%	$1	$1	$0	2026-11-04
SBI Securities Co., Ltd.	UNCHANGED	18	18	0	0%	$1.1K	$1.2K	+$120	2026-10-22
Bare Financial Services, Inc	DECREASED	17	24	-7	-29%	$1.4K	$1.1K	-$298	2026-11-04
Darwin Wealth Management, LLC	NEW	15	—	+15	—	—	$981	—	2026-11-09
Zions Bancorporation, National Association	UNCHANGED	15	15	0	0%	$881	$981	+$100	2026-11-06
Caitong International Asset Management Co., Ltd	DECREASED	13	206	-193	-94%	$12.1K	$850	-$11.3K	2026-10-29
CX Institutional	UNCHANGED	12	12	0	0%	$1	$1	$0	2026-10-02
Bay Harbor Wealth Management, LLC	INCREASED	10	7	+3	+43%	$411	$654	+$243	2026-11-03
Leonteq Securities AG	UNCHANGED	10	10	0	0%	$588	$654	+$66	2026-10-29
North Star Investment Management Corp.	NEW	8	—	+8	—	—	$523	—	2026-10-27
Activest Wealth Management	DECREASED	8	34	-26	-76%	$2.0K	$523	-$1.5K	2026-10-15
Valley National Advisers Inc	NEW	7	—	+7	—	—	$458	—	2026-10-23
Signature Equity Partners, LLC	NEW	6	—	+6	—	—	$393	—	2026-10-29
DiNuzzo Private Wealth, Inc.	INCREASED	6	3	+3	+100%	$177	$393	+$216	2026-10-16
Meriwether Wealth & Planning, LLC	NEW	5	—	+5	—	—	$327	—	2026-10-13
Harbour Investments, Inc.	UNCHANGED	5	5	0	0%	$294	$327	+$33	2026-11-09
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	4	4	0	0%	$235	$262	+$27	2026-10-27
Grove Bank & Trust	UNCHANGED	3	3	0	0%	$176	$196	+$20	2026-10-08
James T. Borello RIA	UNCHANGED	2	2	0	0%	$118	$131	+$13	2026-10-16
Maseco LLP	NEW	1	—	+1	—	—	$65	—	2026-10-27
Hughes Financial Services, LLC	DECREASED	1	2	-1	-50%	$118	$78	-$40	2026-10-30
DecisionPoint Financial, LLC	UNCHANGED	1	1	0	0%	$60	$70	+$10	2026-10-27
MV Capital Management, Inc.	UNCHANGED	1	1	0	0%	$59	$66	+$7	2026-10-29
Jefferies Financial Group Inc.	CLOSED	0	66,842	-66,842	-100%	$3.9M	$0	-$3.9M	2026-11-05
Eulav Asset Management	CLOSED	0	18,900	-18,900	-100%	$1.1M	$0	-$1.1M	2026-10-23
Inspire Investing, LLC	CLOSED	0	11,605	-11,605	-100%	$681.9K	$0	-$681.9K	2026-10-22
Intech Investment Management LLC	CLOSED	0	11,012	-11,012	-100%	$647.1K	$0	-$647.1K	2026-11-09
Baker Ellis Asset Management LLC	CLOSED	0	5,160	-5,160	-100%	$303.2K	$0	-$303.2K	2026-10-14
Park Place Capital Corp	CLOSED	0	522	-522	-100%	$30.7K	$0	-$30.7K	2026-11-09
Blue Trust, Inc.	CLOSED	0	269	-269	-100%	$15.8K	$0	-$15.8K	2026-10-15
Tokio Marine Asset Management Co LTD	CLOSED	0	221	-221	-100%	$13.0K	$0	-$13.0K	2026-10-26
CoreCap Advisors, LLC	CLOSED	0	101	-101	-100%	$5.9K	$0	-$5.9K	2026-10-08
Fulcrum Asset Management LLP	CLOSED	0	48	-48	-100%	$2.9K	$0	-$2.9K	2026-11-04
Atlatl Advisers LLC	CLOSED	0	36	-36	-100%	$2.1K	$0	-$2.1K	2026-10-22
AdvisorNet Financial, Inc	CLOSED	0	27	-27	-100%	$1.6K	$0	-$1.6K	2026-10-15
Wealth Enhancement Trust Services, Inc.	CLOSED	0	8	-8	-100%	$470	$0	-$470	2026-10-07
BlackRock, Inc.	N/A	—	6,184,950	-6,184,950	-100%	$363.4M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	3,995,684	-3,995,684	-100%	$234.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,143,624	-3,143,624	-100%	$184.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,180,212	-2,180,212	-100%	$128.1M	—	—	—
State Street Corp	N/A	—	1,943,646	-1,943,646	-100%	$114.2M	—	—	—
Morgan Stanley	N/A	—	1,214,003	-1,214,003	-100%	$71.3M	—	—	—
AQR Capital Management LLC	N/A	—	1,144,847	-1,144,847	-100%	$67.3M	—	—	—
First Trust Advisors LP	N/A	—	1,083,370	-1,083,370	-100%	$63.7M	—	—	—
Two Sigma Investments, LP	N/A	—	1,033,426	-1,033,426	-100%	$60.7M	—	—	—
Norges Bank	N/A	—	883,843	-883,843	-100%	$51.9M	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	754,256	-754,256	-100%	$44.5M	—	—	—
Northern Trust Corp	N/A	—	648,042	-648,042	-100%	$38.1M	—	—	—
Wells Fargo & Company	N/A	—	567,909	-567,909	-100%	$33.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	559,546	-559,546	-100%	$32.9M	—	—	—
Invesco Ltd.	N/A	—	533,719	-533,719	-100%	$31.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	527,020	-527,020	-100%	$31.0M	—	—	—
Bank of America Corp	N/A	—	498,130	-498,130	-100%	$29.3M	—	—	—
JPMorgan Chase & Co	N/A	—	481,260	-481,260	-100%	$28.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	446,274	-446,274	-100%	$26.2M	—	—	—
UBS Group AG	N/A	—	395,055	-395,055	-100%	$23.2M	—	—	—
Point72 Asset Management, L.P.	N/A	—	394,502	-394,502	-100%	$23.2M	—	—	—
Millennium Management LLC	N/A	—	391,047	-391,047	-100%	$23.0M	—	—	—
Bamco Inc	N/A	—	364,297	-364,297	-100%	$21.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	347,784	-347,784	-100%	$20.4M	—	—	—
Raymond James Financial Inc	N/A	—	323,515	-323,515	-100%	$19.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	271,842	-271,842	-100%	$16.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	266,615	-266,615	-100%	$15.7M	—	—	—
Nuveen, LLC	N/A	—	244,021	-244,021	-100%	$14.3M	—	—	—
Qube Research & Technologies Ltd	N/A	—	234,967	-234,967	-100%	$13.8M	—	—	—
Trexquant Investment LP	N/A	—	212,179	-212,179	-100%	$12.5M	—	—	—
Voloridge Investment Management, LLC	N/A	—	211,483	-211,483	-100%	$12.4M	—	—	—
Balyasny Asset Management L.P.	N/A	—	206,154	-206,154	-100%	$12.1M	—	—	—
Capital Fund Management S.A.	N/A	—	175,828	-175,828	-100%	$10.3M	—	—	—
SEI Investments Co	N/A	—	174,775	-174,775	-100%	$10.3M	—	—	—
Rhumbline Advisers	N/A	—	164,027	-164,027	-100%	$9.6M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	163,892	-163,892	-100%	$9.6M	—	—	—
BLI - Banque de Luxembourg Investments	N/A	—	162,300	-162,300	-100%	$9.7M	—	—	—
Man Group plc	N/A	—	160,212	-160,212	-100%	$9.4M	—	—	—
Royal Bank of Canada	N/A	—	142,677	-142,677	-100%	$8.4M	—	—	—
DF Dent & Co Inc	N/A	—	111,379	-111,379	-100%	$6.5M	—	—	—
Teacher Retirement System of Texas	N/A	—	111,067	-111,067	-100%	$6.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	108,364	-108,364	-100%	$6.4M	—	—	—
Ameriprise Financial Inc	N/A	—	107,830	-107,830	-100%	$6.3M	—	—	—
Canada Pension Plan Investment Board	N/A	—	101,900	-101,900	-100%	$6.0M	—	—	—
Swiss National Bank	N/A	—	98,600	-98,600	-100%	$5.8M	—	—	—
Alliancebernstein L.P.	N/A	—	94,068	-94,068	-100%	$6.1M	—	—	—
American Century Companies Inc	N/A	—	93,331	-93,331	-100%	$5.5M	—	—	—
California Public Employees Retirement System	N/A	—	86,871	-86,871	-100%	$5.1M	—	—	—
Stifel Financial Corp	N/A	—	84,705	-84,705	-100%	$5.0M	—	—	—
HRT Financial LP	N/A	—	81,583	-81,583	-100%	$4.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	75,694	-75,694	-100%	$4.4M	—	—	—
Legal & General Group Plc	N/A	—	70,519	-70,519	-100%	$4.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	68,293	-68,293	-100%	$4.0M	—	—	—
Holocene Advisors, LP	N/A	—	64,861	-64,861	-100%	$3.8M	—	—	—
Jump Financial, LLC	N/A	—	62,234	-62,234	-100%	$3.7M	—	—	—
California State Teachers Retirement System	N/A	—	58,686	-58,686	-100%	$3.4M	—	—	—
Longaeva Partners L.P.	N/A	—	54,254	-54,254	-100%	$3.2M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	53,174	-53,174	-100%	$3.1M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	52,159	-52,159	-100%	$3.1M	—	—	—
MetLife Investment Management, LLC	N/A	—	51,301	-51,301	-100%	$3.0M	—	—	—
Allianz Asset Management GmbH	N/A	—	48,438	-48,438	-100%	$2.8M	—	—	—
Victory Capital Management Inc	N/A	—	48,437	-48,437	-100%	$2.8M	—	—	—
Numerai GP LLC	N/A	—	45,910	-45,910	-100%	$2.7M	—	—	—
Algert Global LLC	N/A	—	45,120	-45,120	-100%	$2.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	43,764	-43,764	-100%	$2.6M	—	—	—
Citadel Advisors LLC	N/A	—	40,344	-40,344	-100%	$2.4M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	39,709	-39,709	-100%	$2.3M	—	—	—
Freestone Grove Partners LP	N/A	—	35,346	-35,346	-100%	$2.1M	—	—	—
LMR Partners LLP	N/A	—	35,081	-35,081	-100%	$2.1M	—	—	—
Allstate Corp	N/A	—	31,613	-31,613	-100%	$1.9M	—	—	—
Schroder Investment Management Group	N/A	—	31,590	-31,590	-100%	$1.9M	—	—	—
New York State Common Retirement Fund	N/A	—	30,016	-30,016	-100%	$1.8M	—	—	—
Captrust Financial Advisors	N/A	—	29,529	-29,529	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	28,895	-28,895	-100%	$1.7M	—	—	—
Canada Life Assurance Co	N/A	—	28,546	-28,546	-100%	$1.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	28,407	-28,407	-100%	$1.7M	—	—	—
Mirova	N/A	—	28,064	-28,064	-100%	$1.6M	—	—	—
Franklin Resources Inc	N/A	—	26,721	-26,721	-100%	$1.6M	—	—	—
Peak6 LLC	N/A	—	26,023	-26,023	-100%	$1.5M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	24,586	-24,586	-100%	$1.4M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	24,159	-24,159	-100%	$1.4M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	23,944	-23,944	-100%	$1.4M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	23,700	-23,700	-100%	$1.4M	—	—	—
Winton Group Ltd	N/A	—	23,105	-23,105	-100%	$1.4M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	23,023	-23,023	-100%	$1.4M	—	—	—
Jupiter Topco LLC	N/A	—	22,275	-22,275	-100%	$1.3M	—	—	—
Arkadios Wealth Advisors	N/A	—	22,167	-22,167	-100%	$1.3M	—	—	—
XTX Topco Ltd	N/A	—	22,045	-22,045	-100%	$1.3M	—	—	—
NewEdge Wealth, LLC	N/A	—	21,889	-21,889	-100%	$1.3M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	21,215	-21,215	-100%	$1.2M	—	—	—
Caisse de Depot ET Placement DU Quebec	N/A	—	20,200	-20,200	-100%	$1.2M	—	—	—
Voleon Capital Management LP	N/A	—	19,171	-19,171	-100%	$1.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	19,102	-19,102	-100%	$1.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	18,790	-18,790	-100%	$1.1M	—	—	—
Quantinno Capital Management LP	N/A	—	18,005	-18,005	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	17,676	-17,676	-100%	$1.0M	—	—	—
Graham Capital Management, L.P.	N/A	—	17,252	-17,252	-100%	$1.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	16,920	-16,920	-100%	$994.0K	—	—	—
Boothbay Fund Management, LLC	N/A	—	16,828	-16,828	-100%	$988.8K	—	—	—
&partners	N/A	—	15,274	-15,274	-100%	$898.0K	—	—	—
FMR LLC	N/A	—	15,023	-15,023	-100%	$882.7K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	14,458	-14,458	-100%	$849.6K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	14,409	-14,409	-100%	$846.7K	—	—	—
Entropy Technologies, LP	N/A	—	14,155	-14,155	-100%	$831.7K	—	—	—
Guggenheim Capital LLC	N/A	—	13,500	-13,500	-100%	$793.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	13,403	-13,403	-100%	$787.6K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	12,950	-12,950	-100%	$760.9K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	12,834	-12,834	-100%	$754.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	11,832	-11,832	-100%	$695.2K	—	—	—
Brevan Howard Capital Management LP	N/A	—	11,827	-11,827	-100%	$695.0K	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	10,913	-10,913	-100%	$641.2K	—	—	—
EntryPoint Capital, LLC	N/A	—	10,705	-10,705	-100%	$629.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	10,564	-10,564	-100%	$620.7K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	9,587	-9,587	-100%	$563.3K	—	—	—
Empowered Funds, LLC	N/A	—	9,492	-9,492	-100%	$557.8K	—	—	—
Voya Investment Management LLC	N/A	—	9,257	-9,257	-100%	$543.9K	—	—	—
SG Americas Securities, LLC	N/A	—	9,206	-9,206	-100%	$541.0K	—	—	—
Prudential Financial Inc	N/A	—	9,118	-9,118	-100%	$535.8K	—	—	—
Tidal Investments LLC	N/A	—	8,880	-8,880	-100%	$521.8K	—	—	—
Nicolet Bankshares Inc	N/A	—	8,676	-8,676	-100%	$530.8K	—	—	—
Summitry LLC	N/A	—	8,043	-8,043	-100%	$472.6K	—	—	—
Sivia Capital Partners, LLC	N/A	—	7,884	-7,884	-100%	$463.3K	—	—	—
Aviva PLC	N/A	—	7,678	-7,678	-100%	$451.2K	—	—	—
LRT Capital Management, LLC	N/A	—	7,563	-7,563	-100%	$444.4K	—	—	—
Bridgewater Associates, LP	N/A	—	7,507	-7,507	-100%	$441.1K	—	—	—
Mariner, LLC	N/A	—	7,419	-7,419	-100%	$436.2K	—	—	—
Quantbot Technologies LP	N/A	—	7,358	-7,358	-100%	$432.4K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	7,345	-7,345	-100%	$431.6K	—	—	—
Engineers Gate Manager LP	N/A	—	7,035	-7,035	-100%	$413.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	6,803	-6,803	-100%	$399.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,755	-6,755	-100%	$396.9K	—	—	—
State of Wisconsin Investment Board	N/A	—	6,611	-6,611	-100%	$388.5K	—	—	—
Legato Capital Management LLC	N/A	—	6,547	-6,547	-100%	$384.7K	—	—	—
Jain Global LLC	N/A	—	6,528	-6,528	-100%	$383.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	6,414	-6,414	-100%	$376.9K	—	—	—
Mirabella Financial Services LLP	N/A	—	6,193	-6,193	-100%	$363.9K	—	—	—
GSA Capital Partners LLP	N/A	—	6,166	-6,166	-100%	$362.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	6,165	-6,165	-100%	$362.3K	—	—	—
Caxton Associates LLP	N/A	—	6,078	-6,078	-100%	$357.1K	—	—	—
Pacer Advisors, Inc.	N/A	—	5,572	-5,572	-100%	$327.0K	—	—	—
Glenmede Trust Co NA	N/A	—	5,512	-5,512	-100%	$323.9K	—	—	—
Polymer Capital Management (US) LLC	N/A	—	5,186	-5,186	-100%	$304.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,119	-5,119	-100%	$301.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,031	-5,031	-100%	$295.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,815	-4,815	-100%	$282.9K	—	—	—
Marex Group Ltd	N/A	—	4,491	-4,491	-100%	$263.9K	—	—	—
SIH Partners, Lllp	N/A	—	4,486	-4,486	-100%	$263.6K	—	—	—
Huntington National Bank	N/A	—	4,454	-4,454	-100%	$261.7K	—	—	—
MML Investors Services, LLC	N/A	—	4,383	-4,383	-100%	$257.5K	—	—	—
Callan Family Office, LLC	N/A	—	4,378	-4,378	-100%	$257.2K	—	—	—
AE Wealth Management LLC	N/A	—	4,199	-4,199	-100%	$246.8K	—	—	—
Brown Advisory Inc	N/A	—	4,025	-4,025	-100%	$236.5K	—	—	—
Arax Advisory Partners	N/A	—	3,955	-3,955	-100%	$232.4K	—	—	—
M&T Bank Corp	N/A	—	3,926	-3,926	-100%	$231.0K	—	—	—
Wealth Alliance, LLC	N/A	—	3,840	-3,840	-100%	$225.6K	—	—	—
Two Sigma Securities, LLC	N/A	—	3,563	-3,563	-100%	$209.4K	—	—	—
Marshall Wace, LLP	N/A	—	3,528	-3,528	-100%	$207.3K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	3,384	-3,384	-100%	$198.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,218	-2,218	-100%	$130.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,928	-1,928	-100%	$117.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,773	-1,773	-100%	$104.2K	—	—	—
GW&K Investment Management, LLC	N/A	—	1,504	-1,504	-100%	$88.0K	—	—	—
Federated Hermes, Inc.	N/A	—	1,357	-1,357	-100%	$79.7K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	677	-677	-100%	$39.8K	—	—	—
Aquatic Capital Management LLC	N/A	—	677	-677	-100%	$39.8K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	639	-639	-100%	$39.7K	—	—	—
Rothschild Investment LLC	N/A	—	633	-633	-100%	$37.2K	—	—	—
HM Payson & Co	N/A	—	589	-589	-100%	$34.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	493	-493	-100%	$29.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	385	-385	-100%	$22.6K	—	—	—
Optiver Holding B.V.	N/A	—	348	-348	-100%	$20.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	341	-341	-100%	$20.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	340	-340	-100%	$20.3K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	338	-338	-100%	$19.9K	—	—	—
EFG International AG	N/A	—	337	-337	-100%	$19.8K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	186	-186	-100%	$10.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	176	-176	-100%	$10.3K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	144	-144	-100%	$8.5K	—	—	—
Quarry LP	N/A	—	51	-51	-100%	$3.0K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	46	-46	-100%	$2.7K	—	—	—
Colonial Trust Co / SC	N/A	—	38	-38	-100%	$2.2K	—	—	—
Synergy Investment Management, LLC	N/A	—	37	-37	-100%	$2.4K	—	—	—
Kilter Group LLC	N/A	—	25	-25	-100%	$1.5K	—	—	—
Ameriflex Group, Inc.	N/A	—	17	-17	-100%	$999	—	—	—
BFC Planning, Inc.	N/A	—	15	-15	-100%	$881	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	15	-15	-100%	$881	—	—	—
Whittier Trust Co	N/A	—	13	-13	-100%	$795	—	—	—
SHP Wealth Management	N/A	—	12	-12	-100%	$705	—	—	—
CVA Family Office, LLC	N/A	—	11	-11	-100%	$646	—	—	—
Fiduciary Financial Advisors	N/A	—	10	-10	-100%	$588	—	—	—
Rialto Wealth Management, LLC	N/A	—	9	-9	-100%	$529	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	5	-5	-100%	$294	—	—	—
HFM Investment Advisors, LLC	N/A	—	4	-4	-100%	$236	—	—	—
LRI Investments, LLC	N/A	—	2	-2	-100%	$118	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	1	-1	-100%	$59	—	—	—

Showing 379 of 379 institutions