Farmers Natl Banc Corp (FMNB)

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

Shares1,646,101 from 1,570,222

Change+75,879 (+5%)

Value$24.7M (+$1.8M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares1,578,309 from 1,523,677

Change+54,632 (+4%)

Value$23.7M (+$1.5M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares363,762 from 363,447

Change+315 (+0%)

Value$5.5M (+$161.0K)

Filed 2026-11-05

Beese Fulmer Investment Management, Inc.

DECREASED

Shares351,406 from 361,330

Change-9,924 (-3%)

Value$5.3M (+$6.2K)

Filed 2026-10-23

Barclays PLC

INCREASED

Shares279,880 from 30,335

Change+249,545 (+823%)

Value$4.2M (+$3.8M)

Filed 2026-11-06

LSV Asset Management

DECREASED

Shares266,517 from 288,917

Change-22,400 (-8%)

Value$4.0M (-$212.0K)

Filed 2026-11-06

Staley Capital Advisers Inc

UNCHANGED

Shares252,029 from 252,029

Change0 (0%)

Value$3.8M (+$108.4K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares122,402 from 126,501

Change-4,099 (-3%)

Value$1.8M (-$7.2K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares112,974 from 86,710

Change+26,264 (+30%)

Value$1.7M (+$432.0K)

Filed 2026-11-02

Clearstead Advisors, LLC

DECREASED

Shares103,400 from 105,002

Change-1,602 (-2%)

Value$1.6M (+$21.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares70,517 from 81,378

Change-10,861 (-13%)

Value$1.1M (-$92.7K)

Filed 2026-10-13

Wedge Capital Management L L P

INCREASED

Shares65,614 from 58,391

Change+7,223 (+12%)

Value$986.2K (+$133.7K)

Filed 2026-10-13

Wavvest Wealth LLC

NEW

Shares62,041

Change+62,041

Value$932.5K

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares60,533 from 23,227

Change+37,306 (+161%)

Value$910.0K (+$571.0K)

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares58,395 from 58,322

Change+73 (+0%)

Value$877.7K (+$26.2K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares55,596 from 55,292

Change+304 (+1%)

Value$835.6K (+$28.3K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares54,735 from 58,917

Change-4,182 (-7%)

Value$822.7K (-$37.5K)

Filed 2026-11-06

Bailard, Inc.

DECREASED

Shares49,532 from 53,595

Change-4,063 (-8%)

Value$744.5K (-$38.0K)

Filed 2026-10-13

Riggs Asset Managment Co. Inc.

UNCHANGED

Shares47,749 from 47,749

Change0 (0%)

Value$717.7K (+$20.5K)

Filed 2026-11-05

Inspire Investing, LLC

DECREASED

Shares42,508 from 46,542

Change-4,034 (-9%)

Value$638.9K (-$40.6K)

Filed 2026-10-22

HBK Sorce Advisory LLC

DECREASED

Shares41,442 from 42,782

Change-1,340 (-3%)

Value$643.2K (-$36.6K)

Filed 2026-11-06

Twelve Points Wealth Management LLC

DECREASED

Shares40,879 from 41,307

Change-428 (-1%)

Value$639.4K (+$36.3K)

Filed 2026-11-03

Mcdonald Partners LLC

UNCHANGED

Shares36,660 from 36,660

Change0 (0%)

Value$551.0K (+$15.8K)

Filed 2026-11-03

Prospera Financial Services Inc

INCREASED

Shares30,361 from 30,131

Change+230 (+1%)

Value$474.9K (+$34.9K)

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares29,430 from 29,308

Change+122 (+0%)

Value$442.3K (+$14.4K)

Filed 2026-11-06

Keeler & Nadler Financial Planning & Wealth Management

INCREASED

Shares24,275 from 23,989

Change+286 (+1%)

Value$364.8K (+$14.6K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares22,498 from 21,962

Change+536 (+2%)

Value$338.1K (+$17.5K)

Filed 2026-11-02

Lineweaver Wealth Advisors, LLC

NEW

Shares22,205

Change+22,205

Value$333.7K

Filed 2026-10-13

Fifth Third Bancorp

INCREASED

Shares21,862 from 20,092

Change+1,770 (+9%)

Value$328.6K (+$35.2K)

Filed 2026-11-05

Investment Partners, Ltd.

INCREASED

Shares20,520 from 10,645

Change+9,875 (+93%)

Value$308.4K (+$153.0K)

Filed 2026-10-29

Arizona State Retirement System

INCREASED

Shares16,258 from 15,924

Change+334 (+2%)

Value$244.4K (+$11.9K)

Filed 2026-11-03

YHB Investment Advisors, Inc.

UNCHANGED

Shares15,426 from 15,426

Change0 (0%)

Value$231.9K (+$6.6K)

Filed 2026-10-08

AA Financial Advisors, LLC

NEW

Shares14,015

Change+14,015

Value$210.6K

Filed 2026-10-19

Amarillo National Bank

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$210.4K (+$6.0K)

Filed 2026-10-23

Hunter Associates Investment Management LLC

UNCHANGED

Shares13,898 from 13,898

Change0 (0%)

Value$210.0K (+$6.0K)

Filed 2026-10-26

SAX Wealth Advisors, LLC

DECREASED

Shares12,269 from 12,583

Change-314 (-2%)

Value$184.4K (+$18.8K)

Filed 2026-10-13

Nations Financial Group Inc,

NEW

Shares12,022

Change+12,022

Value$180.7K

Filed 2026-11-05

Trueblood Wealth Management, LLC

INCREASED

Shares11,777 from 11,638

Change+139 (+1%)

Value$177.0K (+$7.1K)

Filed 2026-10-23

Daymark Wealth Partners, LLC

DECREASED

Shares10,639 from 11,151

Change-512 (-5%)

Value$159.9K (-$2.9K)

Filed 2026-11-04

Apollon Wealth Management, LLC

INCREASED

Shares10,492 from 10,491

Change+1 (+0%)

Value$157.7K (+$4.5K)

Filed 2026-10-23

State of Alaska, Department of Revenue

INCREASED

Shares9,058 from 8,327

Change+731 (+9%)

Value$102.0K (-$19.0K)

Filed 2026-10-15

Parallel Advisors, LLC

DECREASED

Shares5,108 from 5,675

Change-567 (-10%)

Value$76.8K (-$6.1K)

Filed 2026-11-03

Versant Capital Management, Inc

INCREASED

Shares3,857 from 1,876

Change+1,981 (+106%)

Value$58.0K (+$30.6K)

Filed 2026-10-02

True Wealth Design, LLC

INCREASED

Shares2,634 from 2,607

Change+27 (+1%)

Value$39.6K (+$1.5K)

Filed 2026-10-13

Gamma Investing LLC

INCREASED

Shares1,479 from 1,432

Change+47 (+3%)

Value$22.2K (+$1.3K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

DECREASED

Shares1,226 from 1,227

Change-1 (0%)

Value$18.4K (+$516)

Filed 2026-10-20

Sterling Capital Management LLC

DECREASED

Shares1,157 from 1,198

Change-41 (-3%)

Value$17.4K (-$101)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares892 from 892

Change0 (0%)

Value$13.0K ($0)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares827 from 817

Change+10 (+1%)

Value$12.4K (+$502)

Filed 2026-10-26

Signaturefd, LLC

INCREASED

Shares772 from 736

Change+36 (+5%)

Value$11.6K (+$857)

Filed 2026-10-23

IFP Advisors, Inc

UNCHANGED

Shares762 from 762

Change0 (0%)

Value$11.5K (+$328)

Filed 2026-10-16

Blue Trust, Inc.

NEW

Shares715

Change+715

Value$10.7K

Filed 2026-10-15

JFS Wealth Advisors, LLC

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$5.3K (+$153)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

DECREASED

Shares325 from 330

Change-5 (-2%)

Value$4.9K (+$68)

Filed 2026-11-04

US Bancorp \de\

INCREASED

Shares312 from 127

Change+185 (+146%)

Value$4.7K (+$2.8K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares242 from 324

Change-82 (-25%)

Value$3.6K (-$1.1K)

Filed 2026-10-08

Essential Partners LLC

UNCHANGED

Shares166 from 166

Change0 (0%)

Value$2.5K (+$71)

Filed 2026-10-14

RMG Wealth Management LLC

UNCHANGED

Shares165 from 165

Change0 (0%)

Value$2.6K (-$71)

Filed 2026-10-26

Fortitude Family Office, LLC

NEW

Shares153

Change+153

Value$2.3K

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares118

Change+118

Value$1.8K

Filed 2026-10-21

Larson Financial Group LLC

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$1.3K (+$38)

Filed 2026-11-05

Parkside Financial Bank & Trust

INCREASED

Shares80 from 40

Change+40 (+100%)

Value$1.2K (+$618)

Filed 2026-10-27

Capital Advisors, Ltd. LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$1 ($0)

Filed 2026-10-27

NBH Bank

NEW

Shares39

Change+39

Value$586

Filed 2026-11-05

Bare Financial Services, Inc

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$556 (+$16)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$496 (+$14)

Filed 2026-10-05

Covestor Ltd

INCREASED

Shares16 from 11

Change+5 (+45%)

Value$0 ($0)

Filed 2026-10-30

Zions Bancorporation, National Association

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$240 (+$6)

Filed 2026-11-06

SBI Securities Co., Ltd.

DECREASED

Shares2 from 73

Change-71 (-97%)

Value$30 (-$1.0K)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

DECREASED

Shares2 from 28

Change-26 (-93%)

Value$30 (-$379)

Filed 2026-10-29

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 14,136

Change-14,136 (-100%)

Value$0 (-$206.4K)

Filed 2026-11-02

Thrivent Financial for Lutherans

CLOSED

Shares0 from 11,683

Change-11,683 (-100%)

Value$0 (-$171.0K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 997

Change-997 (-100%)

Value$0 (-$15.0K)

Filed 2026-10-16

BlackRock, Inc.

N/A

Shares— from 4,798,011

Change-4,798,011 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,483,972

Change-2,483,972 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,989,971

Change-1,989,971 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 832,287

Change-832,287 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 599,937

Change-599,937 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 530,430

Change-530,430 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 504,386

Change-504,386 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 490,698

Change-490,698 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 467,600

Change-467,600 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 423,186

Change-423,186 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 379,711

Change-379,711 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 378,215

Change-378,215 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 370,303

Change-370,303 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 357,225

Change-357,225 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 322,186

Change-322,186 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 308,060

Change-308,060 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 232,248

Change-232,248 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 229,725

Change-229,725 (-100%)

Value—

FMR LLC

N/A

Shares— from 213,864

Change-213,864 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 178,880

Change-178,880 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 177,517

Change-177,517 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 145,197

Change-145,197 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 142,429

Change-142,429 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 140,202

Change-140,202 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 130,992

Change-130,992 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 115,787

Change-115,787 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 106,287

Change-106,287 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 94,226

Change-94,226 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 88,297

Change-88,297 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 82,049

Change-82,049 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 80,617

Change-80,617 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 78,505

Change-78,505 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 78,369

Change-78,369 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 77,362

Change-77,362 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 77,083

Change-77,083 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 76,774

Change-76,774 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 75,435

Change-75,435 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 71,898

Change-71,898 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 71,123

Change-71,123 (-100%)

Value—

UBS Group AG

N/A

Shares— from 69,753

Change-69,753 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 61,104

Change-61,104 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 60,898

Change-60,898 (-100%)

Value—

Demming Financial Services Corp

N/A

Shares— from 60,501

Change-60,501 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 59,107

Change-59,107 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 55,860

Change-55,860 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 52,581

Change-52,581 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 51,797

Change-51,797 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 48,815

Change-48,815 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 48,812

Change-48,812 (-100%)

Value—

Allstate Corp

N/A

Shares— from 45,349

Change-45,349 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 44,273

Change-44,273 (-100%)

Value—

Rodgers Brothers Inc.

N/A

Shares— from 43,225

Change-43,225 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 41,400

Change-41,400 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 39,335

Change-39,335 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 38,541

Change-38,541 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 37,800

Change-37,800 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 37,794

Change-37,794 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 36,055

Change-36,055 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 34,987

Change-34,987 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 34,731

Change-34,731 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 33,524

Change-33,524 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 31,899

Change-31,899 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 30,480

Change-30,480 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 30,478

Change-30,478 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 30,443

Change-30,443 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 30,135

Change-30,135 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 29,428

Change-29,428 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 28,738

Change-28,738 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 27,963

Change-27,963 (-100%)

Value—

&partners

N/A

Shares— from 27,758

Change-27,758 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 27,363

Change-27,363 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 22,940

Change-22,940 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 20,380

Change-20,380 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 20,062

Change-20,062 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 19,722

Change-19,722 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 19,128

Change-19,128 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 18,767

Change-18,767 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,382

Change-18,382 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 18,356

Change-18,356 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 18,262

Change-18,262 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 17,498

Change-17,498 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 16,813

Change-16,813 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 15,312

Change-15,312 (-100%)

Value—

Raffles Associates LP

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 13,939

Change-13,939 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 13,644

Change-13,644 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 13,101

Change-13,101 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 13,046

Change-13,046 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 12,966

Change-12,966 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 12,521

Change-12,521 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 12,300

Change-12,300 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 11,717

Change-11,717 (-100%)

Value—

Intellus Advisors LLC

N/A

Shares— from 11,496

Change-11,496 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 11,012

Change-11,012 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 10,826

Change-10,826 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 10,530

Change-10,530 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 10,042

Change-10,042 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 9,692

Change-9,692 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,098

Change-7,098 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,911

Change-6,911 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,393

Change-5,393 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,273

Change-5,273 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,200

Change-5,200 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,852

Change-4,852 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,121

Change-3,121 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,974

Change-2,974 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 2,257

Change-2,257 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 470

Change-470 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 422

Change-422 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 323

Change-323 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 315

Change-315 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 227

Change-227 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,646,101	1,570,222	+75,879	+5%	$22.9M	$24.7M	+$1.8M	2026-11-04
Geode Capital Management, LLC	INCREASED	1,578,309	1,523,677	+54,632	+4%	$22.3M	$23.7M	+$1.5M	2026-11-06
Bank of New York Mellon Corp	INCREASED	363,762	363,447	+315	+0%	$5.3M	$5.5M	+$161.0K	2026-11-05
Beese Fulmer Investment Management, Inc.	DECREASED	351,406	361,330	-9,924	-3%	$5.3M	$5.3M	+$6.2K	2026-10-23
Barclays PLC	INCREASED	279,880	30,335	+249,545	+823%	$442.9K	$4.2M	+$3.8M	2026-11-06
LSV Asset Management	DECREASED	266,517	288,917	-22,400	-8%	$4.2M	$4.0M	-$212.0K	2026-11-06
Staley Capital Advisers Inc	UNCHANGED	252,029	252,029	0	0%	$3.7M	$3.8M	+$108.4K	2026-11-06
LPL Financial LLC	DECREASED	122,402	126,501	-4,099	-3%	$1.8M	$1.8M	-$7.2K	2026-11-06
Creative Planning	INCREASED	112,974	86,710	+26,264	+30%	$1.3M	$1.7M	+$432.0K	2026-11-02
Clearstead Advisors, LLC	DECREASED	103,400	105,002	-1,602	-2%	$1.5M	$1.6M	+$21.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	DECREASED	70,517	81,378	-10,861	-13%	$1.2M	$1.1M	-$92.7K	2026-10-13
Wedge Capital Management L L P	INCREASED	65,614	58,391	+7,223	+12%	$852.5K	$986.2K	+$133.7K	2026-10-13
Wavvest Wealth LLC	NEW	62,041	—	+62,041	—	—	$932.5K	—	2026-10-21
Cambridge Investment Research Advisors, Inc.	INCREASED	60,533	23,227	+37,306	+161%	$339.0K	$910.0K	+$571.0K	2026-11-02
Citigroup Inc	INCREASED	58,395	58,322	+73	+0%	$851.5K	$877.7K	+$26.2K	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	55,596	55,292	+304	+1%	$807.3K	$835.6K	+$28.3K	2026-11-06
Deutsche Bank Ag\	DECREASED	54,735	58,917	-4,182	-7%	$860.2K	$822.7K	-$37.5K	2026-11-06
Bailard, Inc.	DECREASED	49,532	53,595	-4,063	-8%	$782.5K	$744.5K	-$38.0K	2026-10-13
Riggs Asset Managment Co. Inc.	UNCHANGED	47,749	47,749	0	0%	$697.1K	$717.7K	+$20.5K	2026-11-05
Inspire Investing, LLC	DECREASED	42,508	46,542	-4,034	-9%	$679.5K	$638.9K	-$40.6K	2026-10-22
HBK Sorce Advisory LLC	DECREASED	41,442	42,782	-1,340	-3%	$679.8K	$643.2K	-$36.6K	2026-11-06
Twelve Points Wealth Management LLC	DECREASED	40,879	41,307	-428	-1%	$603.1K	$639.4K	+$36.3K	2026-11-03
Mcdonald Partners LLC	UNCHANGED	36,660	36,660	0	0%	$535.2K	$551.0K	+$15.8K	2026-11-03
Prospera Financial Services Inc	INCREASED	30,361	30,131	+230	+1%	$439.9K	$474.9K	+$34.9K	2026-11-04
Russell Investments Group, Ltd.	INCREASED	29,430	29,308	+122	+0%	$427.9K	$442.3K	+$14.4K	2026-11-06
Keeler & Nadler Financial Planning & Wealth Management	INCREASED	24,275	23,989	+286	+1%	$350.2K	$364.8K	+$14.6K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	22,498	21,962	+536	+2%	$320.6K	$338.1K	+$17.5K	2026-11-02
Lineweaver Wealth Advisors, LLC	NEW	22,205	—	+22,205	—	—	$333.7K	—	2026-10-13
Fifth Third Bancorp	INCREASED	21,862	20,092	+1,770	+9%	$293.3K	$328.6K	+$35.2K	2026-11-05
Investment Partners, Ltd.	INCREASED	20,520	10,645	+9,875	+93%	$155.4K	$308.4K	+$153.0K	2026-10-29
Arizona State Retirement System	INCREASED	16,258	15,924	+334	+2%	$232.5K	$244.4K	+$11.9K	2026-11-03
YHB Investment Advisors, Inc.	UNCHANGED	15,426	15,426	0	0%	$225.2K	$231.9K	+$6.6K	2026-10-08
AA Financial Advisors, LLC	NEW	14,015	—	+14,015	—	—	$210.6K	—	2026-10-19
Amarillo National Bank	UNCHANGED	14,000	14,000	0	0%	$204.4K	$210.4K	+$6.0K	2026-10-23
Hunter Associates Investment Management LLC	UNCHANGED	13,898	13,898	0	0%	$204.0K	$210.0K	+$6.0K	2026-10-26
SAX Wealth Advisors, LLC	DECREASED	12,269	12,583	-314	-2%	$165.6K	$184.4K	+$18.8K	2026-10-13
Nations Financial Group Inc,	NEW	12,022	—	+12,022	—	—	$180.7K	—	2026-11-05
Trueblood Wealth Management, LLC	INCREASED	11,777	11,638	+139	+1%	$169.9K	$177.0K	+$7.1K	2026-10-23
Daymark Wealth Partners, LLC	DECREASED	10,639	11,151	-512	-5%	$162.8K	$159.9K	-$2.9K	2026-11-04
Apollon Wealth Management, LLC	INCREASED	10,492	10,491	+1	+0%	$153.2K	$157.7K	+$4.5K	2026-10-23
State of Alaska, Department of Revenue	INCREASED	9,058	8,327	+731	+9%	$121.0K	$102.0K	-$19.0K	2026-10-15
Parallel Advisors, LLC	DECREASED	5,108	5,675	-567	-10%	$82.9K	$76.8K	-$6.1K	2026-11-03
Versant Capital Management, Inc	INCREASED	3,857	1,876	+1,981	+106%	$27.4K	$58.0K	+$30.6K	2026-10-02
True Wealth Design, LLC	INCREASED	2,634	2,607	+27	+1%	$38.1K	$39.6K	+$1.5K	2026-10-13
Gamma Investing LLC	INCREASED	1,479	1,432	+47	+3%	$20.9K	$22.2K	+$1.3K	2026-10-08
Nisa Investment Advisors, LLC	DECREASED	1,226	1,227	-1	0%	$17.9K	$18.4K	+$516	2026-10-20
Sterling Capital Management LLC	DECREASED	1,157	1,198	-41	-3%	$17.5K	$17.4K	-$101	2026-10-22
Allworth Financial LP	UNCHANGED	892	892	0	0%	$13.0K	$13.0K	$0	2026-11-06
SJS Investment Consulting Inc.	INCREASED	827	817	+10	+1%	$11.9K	$12.4K	+$502	2026-10-26
Signaturefd, LLC	INCREASED	772	736	+36	+5%	$10.7K	$11.6K	+$857	2026-10-23
IFP Advisors, Inc	UNCHANGED	762	762	0	0%	$11.1K	$11.5K	+$328	2026-10-16
Blue Trust, Inc.	NEW	715	—	+715	—	—	$10.7K	—	2026-10-15
JFS Wealth Advisors, LLC	UNCHANGED	355	355	0	0%	$5.2K	$5.3K	+$153	2026-11-03
EverSource Wealth Advisors, LLC	DECREASED	325	330	-5	-2%	$4.8K	$4.9K	+$68	2026-11-04
US Bancorp \de\	INCREASED	312	127	+185	+146%	$1.9K	$4.7K	+$2.8K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	242	324	-82	-25%	$4.7K	$3.6K	-$1.1K	2026-10-08
Essential Partners LLC	UNCHANGED	166	166	0	0%	$2.4K	$2.5K	+$71	2026-10-14
RMG Wealth Management LLC	UNCHANGED	165	165	0	0%	$2.7K	$2.6K	-$71	2026-10-26
Fortitude Family Office, LLC	NEW	153	—	+153	—	—	$2.3K	—	2026-10-14
Root Financial Partners, LLC	NEW	118	—	+118	—	—	$1.8K	—	2026-10-21
Larson Financial Group LLC	UNCHANGED	87	87	0	0%	$1.3K	$1.3K	+$38	2026-11-05
Parkside Financial Bank & Trust	INCREASED	80	40	+40	+100%	$584	$1.2K	+$618	2026-10-27
Capital Advisors, Ltd. LLC	UNCHANGED	44	44	0	0%	$1	$1	$0	2026-10-27
NBH Bank	NEW	39	—	+39	—	—	$586	—	2026-11-05
Bare Financial Services, Inc	UNCHANGED	37	37	0	0%	$540	$556	+$16	2026-11-04
MassMutual Private Wealth & Trust, FSB	UNCHANGED	33	33	0	0%	$482	$496	+$14	2026-10-05
Covestor Ltd	INCREASED	16	11	+5	+45%	$0	$0	$0	2026-10-30
Zions Bancorporation, National Association	UNCHANGED	16	16	0	0%	$234	$240	+$6	2026-11-06
SBI Securities Co., Ltd.	DECREASED	2	73	-71	-97%	$1.1K	$30	-$1.0K	2026-10-22
Caitong International Asset Management Co., Ltd	DECREASED	2	28	-26	-93%	$409	$30	-$379	2026-10-29
Commonwealth Equity Services, LLC	CLOSED	0	14,136	-14,136	-100%	$206.4K	$0	-$206.4K	2026-11-02
Thrivent Financial for Lutherans	CLOSED	0	11,683	-11,683	-100%	$171.0K	$0	-$171.0K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	997	-997	-100%	$15.0K	$0	-$15.0K	2026-10-16
BlackRock, Inc.	N/A	—	4,798,011	-4,798,011	-100%	$70.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,483,972	-2,483,972	-100%	$36.3M	—	—	—
State Street Corp	N/A	—	1,989,971	-1,989,971	-100%	$29.1M	—	—	—
JPMorgan Chase & Co	N/A	—	832,287	-832,287	-100%	$12.2M	—	—	—
Northern Trust Corp	N/A	—	599,937	-599,937	-100%	$8.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	530,430	-530,430	-100%	$7.7M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	504,386	-504,386	-100%	$7.4M	—	—	—
Two Sigma Investments, LP	N/A	—	490,698	-490,698	-100%	$7.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	467,600	-467,600	-100%	$6.8M	—	—	—
Citadel Advisors LLC	N/A	—	423,186	-423,186	-100%	$6.2M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	379,711	-379,711	-100%	$5.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	378,215	-378,215	-100%	$5.5M	—	—	—
Nuveen, LLC	N/A	—	370,303	-370,303	-100%	$5.4M	—	—	—
AQR Capital Management LLC	N/A	—	357,225	-357,225	-100%	$5.2M	—	—	—
Morgan Stanley	N/A	—	322,186	-322,186	-100%	$4.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	308,060	-308,060	-100%	$4.5M	—	—	—
First Trust Advisors LP	N/A	—	232,248	-232,248	-100%	$3.4M	—	—	—
Empowered Funds, LLC	N/A	—	229,725	-229,725	-100%	$3.4M	—	—	—
FMR LLC	N/A	—	213,864	-213,864	-100%	$3.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	178,880	-178,880	-100%	$2.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	177,517	-177,517	-100%	$2.6M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	145,197	-145,197	-100%	$2.1M	—	—	—
Voya Investment Management LLC	N/A	—	142,429	-142,429	-100%	$2.1M	—	—	—
American Century Companies Inc	N/A	—	140,202	-140,202	-100%	$2.0M	—	—	—
Cetera Investment Advisers	N/A	—	130,992	-130,992	-100%	$1.9M	—	—	—
Swiss National Bank	N/A	—	115,787	-115,787	-100%	$1.7M	—	—	—
Quantinno Capital Management LP	N/A	—	106,287	-106,287	-100%	$1.6M	—	—	—
Bank of America Corp	N/A	—	94,226	-94,226	-100%	$1.4M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	88,297	-88,297	-100%	$1.3M	—	—	—
Stratos Investment Management, LLC	N/A	—	82,049	-82,049	-100%	$1.2M	—	—	—
Captrust Financial Advisors	N/A	—	80,617	-80,617	-100%	$1.2M	—	—	—
Wells Fargo & Company	N/A	—	78,505	-78,505	-100%	$1.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	78,369	-78,369	-100%	$1.1M	—	—	—
Franklin Resources Inc	N/A	—	77,362	-77,362	-100%	$1.1M	—	—	—
Rhumbline Advisers	N/A	—	77,083	-77,083	-100%	$1.1M	—	—	—
Winton Group Ltd	N/A	—	76,774	-76,774	-100%	$1.1M	—	—	—
Huntington National Bank	N/A	—	75,435	-75,435	-100%	$1.1M	—	—	—
Invesco Ltd.	N/A	—	71,898	-71,898	-100%	$1.0M	—	—	—
California State Teachers Retirement System	N/A	—	71,123	-71,123	-100%	$1.0M	—	—	—
UBS Group AG	N/A	—	69,753	-69,753	-100%	$1.0M	—	—	—
Alliancebernstein L.P.	N/A	—	61,104	-61,104	-100%	$804.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	60,898	-60,898	-100%	$889.1K	—	—	—
Demming Financial Services Corp	N/A	—	60,501	-60,501	-100%	$883.3K	—	—	—
Ameriprise Financial Inc	N/A	—	59,107	-59,107	-100%	$863.0K	—	—	—
Stifel Financial Corp	N/A	—	55,860	-55,860	-100%	$815.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	52,581	-52,581	-100%	$767.7K	—	—	—
Atom Investors LP	N/A	—	51,797	-51,797	-100%	$756.2K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	48,815	-48,815	-100%	$712.7K	—	—	—
Price T Rowe Associates Inc	N/A	—	48,812	-48,812	-100%	$713.0K	—	—	—
Allstate Corp	N/A	—	45,349	-45,349	-100%	$662.1K	—	—	—
Legal & General Group Plc	N/A	—	44,273	-44,273	-100%	$646.4K	—	—	—
Rodgers Brothers Inc.	N/A	—	43,225	-43,225	-100%	$631.1K	—	—	—
Canada Pension Plan Investment Board	N/A	—	41,400	-41,400	-100%	$604.4K	—	—	—
Renaissance Technologies LLC	N/A	—	39,335	-39,335	-100%	$574.3K	—	—	—
Millennium Management LLC	N/A	—	38,541	-38,541	-100%	$562.7K	—	—	—
Teton Advisors, LLC	N/A	—	37,800	-37,800	-100%	$551.9K	—	—	—
IEQ Capital, LLC	N/A	—	37,794	-37,794	-100%	$551.8K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	36,055	-36,055	-100%	$526.4K	—	—	—
Jupiter Topco LLC	N/A	—	34,987	-34,987	-100%	$511.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	34,731	-34,731	-100%	$507.1K	—	—	—
Aquatic Capital Management LLC	N/A	—	33,524	-33,524	-100%	$489.5K	—	—	—
Odyssean, LLC	N/A	—	31,899	-31,899	-100%	$465.7K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	30,480	-30,480	-100%	$445.0K	—	—	—
SG Americas Securities, LLC	N/A	—	30,478	-30,478	-100%	$445.0K	—	—	—
Rafferty Asset Management, LLC	N/A	—	30,443	-30,443	-100%	$444.5K	—	—	—
Quantbot Technologies LP	N/A	—	30,135	-30,135	-100%	$440.0K	—	—	—
SEI Investments Co	N/A	—	29,428	-29,428	-100%	$429.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	28,738	-28,738	-100%	$419.6K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	27,963	-27,963	-100%	$408.3K	—	—	—
&partners	N/A	—	27,758	-27,758	-100%	$405.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	27,363	-27,363	-100%	$399.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	22,940	-22,940	-100%	$334.9K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	20,380	-20,380	-100%	$297.5K	—	—	—
Cerity Partners LLC	N/A	—	20,062	-20,062	-100%	$292.9K	—	—	—
Ancora Advisors LLCA	N/A	—	19,722	-19,722	-100%	$287.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	19,128	-19,128	-100%	$279.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	18,767	-18,767	-100%	$274.0K	—	—	—
Mariner, LLC	N/A	—	18,382	-18,382	-100%	$268.4K	—	—	—
Mirabella Financial Services LLP	N/A	—	18,356	-18,356	-100%	$268.0K	—	—	—
Jump Financial, LLC	N/A	—	18,262	-18,262	-100%	$266.6K	—	—	—
New York State Common Retirement Fund	N/A	—	17,498	-17,498	-100%	$255.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	16,813	-16,813	-100%	$245.5K	—	—	—
Glenmede Trust Co NA	N/A	—	16,000	-16,000	-100%	$233.6K	—	—	—
Raymond James Financial Inc	N/A	—	15,312	-15,312	-100%	$223.6K	—	—	—
Raffles Associates LP	N/A	—	15,000	-15,000	-100%	$219.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	13,939	-13,939	-100%	$203.5K	—	—	—
Marshall Wace, LLP	N/A	—	13,644	-13,644	-100%	$199.2K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	13,101	-13,101	-100%	$191.3K	—	—	—
Curi Capital, LLC	N/A	—	13,046	-13,046	-100%	$190.5K	—	—	—
HRT Financial LP	N/A	—	12,966	-12,966	-100%	$189.0K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	12,521	-12,521	-100%	$182.8K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	12,300	-12,300	-100%	$179.6K	—	—	—
Intech Investment Management LLC	N/A	—	11,717	-11,717	-100%	$171.1K	—	—	—
Intellus Advisors LLC	N/A	—	11,496	-11,496	-100%	$167.8K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	11,012	-11,012	-100%	$160.8K	—	—	—
National Bank of Canada	N/A	—	10,826	-10,826	-100%	$158.1K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	10,530	-10,530	-100%	$153.7K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	10,042	-10,042	-100%	$146.6K	—	—	—
Canada Life Assurance Co	N/A	—	9,692	-9,692	-100%	$141.0K	—	—	—
Royal Bank of Canada	N/A	—	7,098	-7,098	-100%	$103.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,911	-6,911	-100%	$100.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,393	-5,393	-100%	$78.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,273	-5,273	-100%	$77.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,200	-5,200	-100%	$75.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	4,852	-4,852	-100%	$71.7K	—	—	—
Arax Advisory Partners	N/A	—	3,121	-3,121	-100%	$45.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,974	-2,974	-100%	$43.4K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	2,750	-2,750	-100%	$40.2K	—	—	—
Smithfield Trust Co	N/A	—	2,257	-2,257	-100%	$33.0K	—	—	—
Optiver Holding B.V.	N/A	—	470	-470	-100%	$6.9K	—	—	—
Rothschild Investment LLC	N/A	—	422	-422	-100%	$6.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	323	-323	-100%	$4.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	315	-315	-100%	$4.6K	—	—	—
Kilter Group LLC	N/A	—	227	-227	-100%	$3.3K	—	—	—
Raffa Wealth Management, LLC	N/A	—	55	-55	-100%	$803	—	—	—
JPL Wealth Management, LLC	N/A	—	16	-16	-100%	$234	—	—	—

Showing 189 of 189 institutions