Federated Hermes Inc (FHI)

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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Schneider Downs Wealth Management Advisors, LP

DECREASED

Shares3,507,785 from 3,551,578

Change-43,793 (-1%)

Value$197.7M (+$1.6M)

Filed 2026-10-27

Dimensional Fund Advisors LP

INCREASED

Shares2,275,905 from 2,265,174

Change+10,731 (+0%)

Value$128.3M (+$3.2M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares610,439 from 617,795

Change-7,356 (-1%)

Value$34.4M (+$295.8K)

Filed 2026-11-05

Kestra Advisory Services, LLC

DECREASED

Shares462,667 from 472,377

Change-9,710 (-2%)

Value$26.1M (-$4.1K)

Filed 2026-11-02

Foundation Resource Management Inc

DECREASED

Shares366,204 from 380,117

Change-13,913 (-4%)

Value$20.6M (-$347.1K)

Filed 2026-10-19

Alps Advisors Inc

DECREASED

Shares247,138 from 273,295

Change-26,157 (-10%)

Value$13.9M (-$1.2M)

Filed 2026-11-03

Fulcrum Asset Management LLP

INCREASED

Shares211,596 from 45,078

Change+166,518 (+369%)

Value$12.2M (+$9.6M)

Filed 2026-11-04

BI Asset Management Fondsmaeglerselskab A/S

INCREASED

Shares192,182 from 117,639

Change+74,543 (+63%)

Value$10.8M (+$4.3M)

Filed 2026-10-22

Principal Financial Group Inc

DECREASED

Shares162,381 from 163,650

Change-1,269 (-1%)

Value$9.2M (+$116.7K)

Filed 2026-11-02

Kendall Capital Management

INCREASED

Shares131,570 from 122,110

Change+9,460 (+8%)

Value$7.4M (+$673.7K)

Filed 2026-10-23

Ritholtz Wealth Management

DECREASED

Shares112,663 from 112,792

Change-129 (0%)

Value$6.4M (+$122.4K)

Filed 2026-11-05

Continental Advisors LLC

DECREASED

Shares106,359 from 112,359

Change-6,000 (-5%)

Value$6.0M (-$209.0K)

Filed 2026-10-13

Congress Asset Management Co

INCREASED

Shares102,693 from 84,701

Change+17,992 (+21%)

Value$5.8M (+$1.1M)

Filed 2026-10-06

Burney Co/

DECREASED

Shares97,241 from 102,363

Change-5,122 (-5%)

Value$5.5M (-$171.0K)

Filed 2026-10-15

New York State Teachers Retirement System

INCREASED

Shares84,192 from 78,570

Change+5,622 (+7%)

Value$4.7M (+$407.0K)

Filed 2026-10-22

Alpha Omega Wealth Management LLC

DECREASED

Shares82,286 from 90,469

Change-8,183 (-9%)

Value$4.6M (-$357.2K)

Filed 2026-10-23

Vista Investment Partners LLC

DECREASED

Shares81,222 from 85,511

Change-4,289 (-5%)

Value$4.6M (-$143.5K)

Filed 2026-10-08

Y-Intercept (Hong Kong) Ltd

NEW

Shares74,737

Change+74,737

Value$4.2M

Filed 2026-10-16

Retirement Systems of Alabama

DECREASED

Shares73,408 from 74,905

Change-1,497 (-2%)

Value$4.1M (+$1.8K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares68,468 from 62,147

Change+6,321 (+10%)

Value$3.9M (+$427.8K)

Filed 2026-11-02

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares67,826 from 60,520

Change+7,306 (+12%)

Value$3.8M (+$481.4K)

Filed 2026-11-03

Murphy Pohlad Asset Management LLC

UNCHANGED

Shares66,721 from 66,721

Change0 (0%)

Value$3.8M (+$76.7K)

Filed 2026-10-22

Inspire Investing, LLC

INCREASED

Shares65,329 from 49,928

Change+15,401 (+31%)

Value$3.7M (+$925.6K)

Filed 2026-10-22

Vista Investment Partners II, LLC

INCREASED

Shares55,588 from 54,470

Change+1,118 (+2%)

Value$3.1M (+$125.7K)

Filed 2026-10-15

Virginia Retirement Systems ET Al

INCREASED

Shares55,300 from 51,300

Change+4,000 (+8%)

Value$3.1M (+$284.5K)

Filed 2026-10-28

Stackstone Wealth, LLC

NEW

Shares45,941

Change+45,941

Value$2.6M

Filed 2026-10-19

Able Financial Group, LLC

INCREASED

Shares44,865 from 43,773

Change+1,092 (+2%)

Value$2.5M (+$111.9K)

Filed 2026-10-14

Inlet Private Wealth, LLC

UNCHANGED

Shares40,750 from 40,750

Change0 (0%)

Value$2.3M (+$46.9K)

Filed 2026-10-21

Thrivent Financial for Lutherans

DECREASED

Shares40,498 from 43,840

Change-3,342 (-8%)

Value$2.3M (-$138.0K)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares40,347 from 24,262

Change+16,085 (+66%)

Value$2.3M (+$934.6K)

Filed 2026-11-04

Truist Financial Corp

DECREASED

Shares33,532 from 34,009

Change-477 (-1%)

Value$1.9M (+$12.2K)

Filed 2026-10-30

CWA Asset Management Group, LLC

UNCHANGED

Shares29,858 from 29,858

Change0 (0%)

Value$1.7M (+$34.3K)

Filed 2026-10-19

Radnor Capital Management, LLC

UNCHANGED

Shares28,695 from 28,695

Change0 (0%)

Value$1.6M (+$33.0K)

Filed 2026-10-23

Amalgamated Bank

DECREASED

Shares28,567 from 28,782

Change-215 (-1%)

Value$1.6M (+$21.0K)

Filed 2026-10-23

Robeco Institutional Asset Management B.V.

DECREASED

Shares28,290 from 48,401

Change-20,111 (-42%)

Value$1.6M (-$1.1M)

Filed 2026-10-20

MFA Wealth Advisors, LLC

UNCHANGED

Shares27,950 from 27,950

Change0 (0%)

Value$1.6M (+$32.1K)

Filed 2026-10-07

Taylor Frigon Capital Management LLC

INCREASED

Shares27,683 from 27,573

Change+110 (+0%)

Value$1.6M (+$38.0K)

Filed 2026-10-23

Wedge Capital Management L L P

INCREASED

Shares26,766 from 24,207

Change+2,559 (+11%)

Value$1.5M (+$172.1K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

DECREASED

Shares26,177 from 28,645

Change-2,468 (-9%)

Value$1.5M (-$106.2K)

Filed 2026-10-16

Mutual of America Capital Management LLC

DECREASED

Shares25,227 from 26,173

Change-946 (-4%)

Value$1.4M (-$23.2K)

Filed 2026-10-23

State of New Jersey Common Pension Fund D

DECREASED

Shares23,679 from 29,401

Change-5,722 (-19%)

Value$1.3M (-$288.7K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares23,356 from 23,893

Change-537 (-2%)

Value$1.3M (-$2.8K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares21,100 from 21,200

Change-100 (0%)

Value$1.2M (+$18.7K)

Filed 2026-10-20

Hussman Strategic Advisors, Inc.

UNCHANGED

Shares21,000 from 21,000

Change0 (0%)

Value$1.2M (+$24.2K)

Filed 2026-11-02

Palisade Asset Management, LLC

UNCHANGED

Shares20,885 from 20,885

Change0 (0%)

Value$1.2M (+$24.0K)

Filed 2026-11-03

Novem Group

INCREASED

Shares20,668 from 20,231

Change+437 (+2%)

Value$1.2M (+$47.9K)

Filed 2026-10-19

Arizona State Retirement System

INCREASED

Shares20,316 from 19,878

Change+438 (+2%)

Value$1.1M (+$47.6K)

Filed 2026-11-03

Yousif Capital Management, LLC

DECREASED

Shares17,534 from 19,123

Change-1,589 (-8%)

Value$988.4K (-$67.6K)

Filed 2026-10-22

Achmea Investment Management B.V.

NEW

Shares17,500

Change+17,500

Value$987.3K

Filed 2026-10-30

1620 Investment Advisors, Inc.

INCREASED

Shares17,334 from 17,183

Change+151 (+1%)

Value$977.1K (+$28.2K)

Filed 2026-11-04

New Mexico Educational Retirement Board

UNCHANGED

Shares17,300 from 17,300

Change0 (0%)

Value$975.0K (+$20.0K)

Filed 2026-11-05

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares16,988 from 17,338

Change-350 (-2%)

Value$957.6K (+$210)

Filed 2026-11-03

State of Michigan Retirement System

DECREASED

Shares16,676 from 16,976

Change-300 (-2%)

Value$940.0K (+$2.6K)

Filed 2026-10-27

Nisa Investment Advisors, LLC

INCREASED

Shares15,910 from 15,682

Change+228 (+1%)

Value$896.8K (+$30.9K)

Filed 2026-10-20

Oregon Public Employees Retirement Fund

DECREASED

Shares14,772 from 14,972

Change-200 (-1%)

Value$832.7K (+$5.9K)

Filed 2026-10-30

Parallel Advisors, LLC

DECREASED

Shares13,564 from 14,263

Change-699 (-5%)

Value$764.6K (-$23.0K)

Filed 2026-11-03

MBM Wealth Consultants, LLC

INCREASED

Shares12,653 from 10,840

Change+1,813 (+17%)

Value$713.3K (+$114.7K)

Filed 2026-10-20

Signaturefd, LLC

INCREASED

Shares12,584 from 8,937

Change+3,647 (+41%)

Value$709.4K (+$215.9K)

Filed 2026-10-23

James Investment Research, Inc.

INCREASED

Shares12,052 from 8,952

Change+3,100 (+35%)

Value$679.4K (+$185.0K)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares11,821 from 10,878

Change+943 (+9%)

Value$666.4K (+$65.2K)

Filed 2026-10-08

Hourglass Capital, LLC

DECREASED

Shares11,500 from 38,650

Change-27,150 (-70%)

Value$648.3K (-$1.5M)

Filed 2026-10-26

US Bancorp \de\

INCREASED

Shares11,010 from 10,641

Change+369 (+3%)

Value$620.6K (+$33.0K)

Filed 2026-11-05

Pictet Asset Management Holding SA

DECREASED

Shares10,507 from 12,059

Change-1,552 (-13%)

Value$592.3K (-$73.6K)

Filed 2026-11-03

Anchyra Partners LLC

DECREASED

Shares10,326 from 11,525

Change-1,199 (-10%)

Value$582.1K (-$54.3K)

Filed 2026-10-13

Vise Technologies, Inc.

DECREASED

Shares10,144 from 11,830

Change-1,686 (-14%)

Value$571.8K (-$81.5K)

Filed 2026-10-29

Kestra Private Wealth Services, LLC

INCREASED

Shares10,096 from 9,869

Change+227 (+2%)

Value$569.1K (+$24.1K)

Filed 2026-10-30

Stirlingshire Investments, Inc.

DECREASED

Shares9,736 from 11,692

Change-1,956 (-17%)

Value$548.8K (-$96.8K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares9,616 from 10,576

Change-960 (-9%)

Value$541.0K (-$42.0K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

DECREASED

Shares9,416 from 9,417

Change-1 (0%)

Value$530.8K (+$10.8K)

Filed 2026-11-02

RFG Advisory, LLC

NEW

Shares8,726

Change+8,726

Value$491.9K

Filed 2026-11-03

Capital City Trust Co

DECREASED

Shares8,667 from 8,717

Change-50 (-1%)

Value$488.6K (+$7.2K)

Filed 2026-10-22

RHS Financial, LLC

DECREASED

Shares8,571 from 8,680

Change-109 (-1%)

Value$483.1K (+$3.8K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares8,324 from 8,045

Change+279 (+3%)

Value$465.7K (-$13.3K)

Filed 2026-10-13

Swiss Life Asset Management Ltd

INCREASED

Shares8,036 from 8,027

Change+9 (+0%)

Value$453.0K (+$9.7K)

Filed 2026-11-03

Bill Few Associates, Inc.

DECREASED

Shares7,683 from 7,783

Change-100 (-1%)

Value$433.1K (+$3.3K)

Filed 2026-10-09

Keybank National Association

INCREASED

Shares7,443 from 7,349

Change+94 (+1%)

Value$419.6K (+$13.7K)

Filed 2026-11-04

Park Avenue Securities LLC

INCREASED

Shares6,343 from 5,747

Change+596 (+10%)

Value$358.0K (+$41.0K)

Filed 2026-10-26

HB Wealth Management, LLC

NEW

Shares6,268

Change+6,268

Value$353.3K

Filed 2026-10-23

Archford Capital Strategies, LLC

DECREASED

Shares6,034 from 9,036

Change-3,002 (-33%)

Value$340.1K (-$158.8K)

Filed 2026-10-19

Outlook Wealth Advisors, LLC

DECREASED

Shares5,776 from 5,883

Change-107 (-2%)

Value$325.6K (+$764)

Filed 2026-10-28

SYM Financial Corp

DECREASED

Shares5,541 from 5,653

Change-112 (-2%)

Value$312.3K (+$187)

Filed 2026-10-26

Gilman Hill Asset Management, LLC

UNCHANGED

Shares5,494 from 5,494

Change0 (0%)

Value$309.7K (+$6.3K)

Filed 2026-10-13

Blue Trust, Inc.

DECREASED

Shares5,384 from 6,829

Change-1,445 (-21%)

Value$303.5K (-$73.6K)

Filed 2026-10-15

Lawood & Co

DECREASED

Shares5,232 from 5,332

Change-100 (-2%)

Value$294.9K (+$495)

Filed 2026-10-09

Citizens Financial Group Inc

INCREASED

Shares5,192 from 4,481

Change+711 (+16%)

Value$292.7K (+$45.2K)

Filed 2026-10-23

Gallacher Capital Management LLC

INCREASED

Shares5,115 from 4,741

Change+374 (+8%)

Value$288.3K (+$26.5K)

Filed 2026-10-30

Crossmark Global Holdings, Inc.

DECREASED

Shares4,827 from 5,027

Change-200 (-4%)

Value$272.1K (-$5.5K)

Filed 2026-10-21

Vision Financial Markets LLC

UNCHANGED

Shares4,818 from 4,818

Change0 (0%)

Value$271.1K (+$4.7K)

Filed 2026-10-22

Kathmere Capital Management, LLC

INCREASED

Shares4,665 from 4,591

Change+74 (+2%)

Value$263.0K (+$9.5K)

Filed 2026-10-20

Baron Wealth Management LLC

DECREASED

Shares4,520 from 4,545

Change-25 (-1%)

Value$254.8K (+$3.8K)

Filed 2026-10-27

TD Private Client Wealth LLC

DECREASED

Shares4,448 from 4,652

Change-204 (-4%)

Value$250.7K (-$6.1K)

Filed 2026-10-28

Exchange Traded Concepts, LLC

INCREASED

Shares4,068 from 2,904

Change+1,164 (+40%)

Value$229.3K (+$69.0K)

Filed 2026-10-28

Andina Capital Management, LLC

INCREASED

Shares4,047 from 3,942

Change+105 (+3%)

Value$228.1K (+$10.5K)

Filed 2026-10-21

Guyasuta Investment Advisors Inc

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$225.5K (+$4.6K)

Filed 2026-10-15

Hohimer Wealth Management, LLC

INCREASED

Shares3,960 from 3,831

Change+129 (+3%)

Value$223.2K (+$11.7K)

Filed 2026-11-04

Fragasso Financial Advisors Inc

UNCHANGED

Shares3,854 from 3,854

Change0 (0%)

Value$217.8K (+$5.0K)

Filed 2026-10-13

LVW Advisors, LLC

NEW

Shares3,795

Change+3,795

Value$213.9K

Filed 2026-10-19

iA Global Asset Management Inc.

NEW

Shares3,756

Change+3,756

Value$212.0K

Filed 2026-10-29

Compass Financial Management LLC

UNCHANGED

Shares3,543 from 3,543

Change0 (0%)

Value$199.7K (+$4.1K)

Filed 2026-10-30

StoneX Group Inc.

NEW

Shares3,394

Change+3,394

Value$202.0K

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares2,972 from 2,904

Change+68 (+2%)

Value$167.5K (+$7.2K)

Filed 2026-10-08

KBC Group NV

UNCHANGED

Shares2,689 from 2,689

Change0 (0%)

Value$152.0K (+$4.0K)

Filed 2026-10-22

State of Wyoming

INCREASED

Shares2,366 from 2,359

Change+7 (+0%)

Value$133.4K (+$3.1K)

Filed 2026-10-28

Cape Investment Advisory, Inc.

INCREASED

Shares2,186 from 2,178

Change+8 (+0%)

Value$123.2K (+$3.0K)

Filed 2026-10-13

Wilmington Savings Fund Society, FSB

DECREASED

Shares2,050 from 2,290

Change-240 (-10%)

Value$115.6K (-$10.9K)

Filed 2026-10-23

Cullen T Bankers, Inc.

UNCHANGED

Shares1,231 from 1,231

Change0 (0%)

Value$69.4K (+$1.4K)

Filed 2026-10-28

EverSource Wealth Advisors, LLC

INCREASED

Shares1,202 from 1,182

Change+20 (+2%)

Value$67.8K (+$2.5K)

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares755

Change+755

Value$42.5K

Filed 2026-10-27

Richardson Financial Services Inc.

INCREASED

Shares752 from 334

Change+418 (+125%)

Value$42.4K (+$23.9K)

Filed 2026-10-30

City State Bank

UNCHANGED

Shares635 from 635

Change0 (0%)

Value$35.8K (+$730)

Filed 2026-10-20

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares615 from 615

Change0 (0%)

Value$35.0K (+$1.0K)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

NEW

Shares610

Change+610

Value$34

Filed 2026-10-22

Gen-Wealth Partners Inc

NEW

Shares578

Change+578

Value$32.6K

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares568

Change+568

Value$32.0K

Filed 2026-10-21

Parkside Financial Bank & Trust

DECREASED

Shares504 from 1,415

Change-911 (-64%)

Value$28.4K (-$49.7K)

Filed 2026-10-27

WPG Advisers, LLC

DECREASED

Shares439 from 442

Change-3 (-1%)

Value$24.7K (+$339)

Filed 2026-10-27

Creative Financial Designs Inc

INCREASED

Shares405 from 403

Change+2 (+1%)

Value$22.8K (+$600)

Filed 2026-11-04

Central Trust Co

UNCHANGED

Shares370 from 370

Change0 (0%)

Value$20.9K (+$425)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares262 from 262

Change0 (0%)

Value$14.8K (+$301)

Filed 2026-10-27

Assetmark, Inc

DECREASED

Shares183 from 720

Change-537 (-75%)

Value$10.3K (-$29.4K)

Filed 2026-10-21

Covestor Ltd

DECREASED

Shares148 from 212

Change-64 (-30%)

Value$8 (-$4)

Filed 2026-10-30

Private Trust Co NA

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$8.2K (+$167)

Filed 2026-10-20

Rosenberg Matthew Hamilton

UNCHANGED

Shares139 from 139

Change0 (0%)

Value$7.8K (+$159)

Filed 2026-10-05

Physician Wealth Advisors, Inc.

UNCHANGED

Shares126 from 126

Change0 (0%)

Value$7.1K (+$145)

Filed 2026-10-20

Smallwood Wealth Investment Management, LLC

NEW

Shares120

Change+120

Value$6.8K

Filed 2026-10-30

Simplex Trading, LLC

INCREASED

Shares117 from 59

Change+58 (+98%)

Value$6.6K (+$3.3K)

Filed 2026-11-04

SBI Securities Co., Ltd.

DECREASED

Shares111 from 114

Change-3 (-3%)

Value$6.3K (-$38)

Filed 2026-10-22

Pension & Wealth Management Advisors, Inc.

NEW

Shares110

Change+110

Value$6.2K

Filed 2026-10-16

Private Wealth Management Group, LLC

DECREASED

Shares109 from 111

Change-2 (-2%)

Value$6.1K (+$15)

Filed 2026-10-19

IFP Advisors, Inc

UNCHANGED

Shares109 from 109

Change0 (0%)

Value$6.1K (+$125)

Filed 2026-10-16

Versant Capital Management, Inc

INCREASED

Shares107 from 98

Change+9 (+9%)

Value$6.0K (+$620)

Filed 2026-10-02

SJS Investment Consulting Inc.

UNCHANGED

Shares105 from 105

Change0 (0%)

Value$5.9K (+$120)

Filed 2026-10-26

JFS Wealth Advisors, LLC

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$5.9K (+$120)

Filed 2026-11-03

Costello Asset Management, Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.6K (+$115)

Filed 2026-10-30

Fortitude Family Office, LLC

INCREASED

Shares95 from 87

Change+8 (+9%)

Value$5.4K (+$551)

Filed 2026-10-14

Canton Hathaway, LLC

NEW

Shares83

Change+83

Value$4.7K

Filed 2026-10-23

Essential Partners LLC

UNCHANGED

Shares81 from 81

Change0 (0%)

Value$4.6K (+$93)

Filed 2026-10-14

Bell Investment Advisors, Inc

INCREASED

Shares70 from 61

Change+9 (+15%)

Value$3.9K (+$577)

Filed 2026-10-29

Navigoe, LLC

DECREASED

Shares64 from 65

Change-1 (-2%)

Value$3 ($0)

Filed 2026-11-04

Farmers & Merchants Investments Inc

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$3.5K (+$71)

Filed 2026-10-22

Elyxium Wealth, LLC

NEW

Shares61

Change+61

Value$3.4K

Filed 2026-10-27

Creative Capital Management Investments LLC

INCREASED

Shares59 from 34

Change+25 (+74%)

Value$3.3K (+$1.4K)

Filed 2026-10-28

Elevation Wealth Partners, LLC

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$2.9K (+$60)

Filed 2026-10-07

Hilltop National Bank

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$2.8K (+$58)

Filed 2026-10-14

Avion Wealth

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$2 ($0)

Filed 2026-11-04

Bare Financial Services, Inc

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$2.3K (+$46)

Filed 2026-11-04

Jacobi Capital Management LLC

NEW

Shares25

Change+25

Value$1.4K

Filed 2026-11-05

Bay Harbor Wealth Management, LLC

INCREASED

Shares24 from 22

Change+2 (+9%)

Value$1.4K (+$138)

Filed 2026-11-03

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.4K (+$27)

Filed 2026-10-16

Godsey & Gibb, Inc

NEW

Shares21

Change+21

Value$1.2K

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

INCREASED

Shares19 from 1

Change+18 (+1800%)

Value$1.1K (+$1.0K)

Filed 2026-10-29

Manchester Capital Management LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$902 (+$18)

Filed 2026-10-22

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$507 (+$10)

Filed 2026-10-05

True Wealth Design, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$395 (+$8)

Filed 2026-10-13

Signature Equity Partners, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$338 (+$7)

Filed 2026-10-29

Valley National Advisers Inc

NEW

Shares5

Change+5

Value$282

Filed 2026-10-23

DecisionPoint Financial, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$281 (+$4)

Filed 2026-10-27

James T. Borello RIA

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$282 (+$6)

Filed 2026-10-16

Monetary Solutions, Ltd

NEW

Shares2

Change+2

Value$113

Filed 2026-10-22

Albion Financial Group

NEW

Shares2

Change+2

Value$109

Filed 2026-10-21

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$57 (+$1)

Filed 2026-10-15

Vest Financial, LLC

CLOSED

Shares0 from 32,983

Change-32,983 (-100%)

Value$0 (-$1.8M)

Filed 2026-10-21

Confluence Wealth Services, Inc.

CLOSED

Shares0 from 9,161

Change-9,161 (-100%)

Value$0 (-$505.9K)

Filed 2026-11-05

Claro Advisors Inc.

CLOSED

Shares0 from 5,570

Change-5,570 (-100%)

Value$0 (-$307.6K)

Filed 2026-11-02

DekaBank Deutsche Girozentrale

CLOSED

Shares0 from 3,693

Change-3,693 (-100%)

Value$0 (-$207)

Filed 2026-10-27

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,563

Change-1,563 (-100%)

Value$0 (-$86.3K)

Filed 2026-10-15

Bayforest Capital Ltd

CLOSED

Shares0 from 1,288

Change-1,288 (-100%)

Value$0 (-$71.1K)

Filed 2026-11-03

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 435

Change-435 (-100%)

Value$0 (-$24.0K)

Filed 2026-10-26

Point Nemo Capital, LLC

CLOSED

Shares0 from 123

Change-123 (-100%)

Value$0 (-$6.8K)

Filed 2026-11-03

Kelleher Financial Advisors

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$3.5K)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 6,043,914

Change-6,043,914 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,663,900

Change-4,663,900 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,397,255

Change-4,397,255 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,194,537

Change-3,194,537 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 2,867,028

Change-2,867,028 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 2,670,077

Change-2,670,077 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 2,646,942

Change-2,646,942 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 2,523,070

Change-2,523,070 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,460,945

Change-2,460,945 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,852,289

Change-1,852,289 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,692,774

Change-1,692,774 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 1,534,938

Change-1,534,938 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 1,198,348

Change-1,198,348 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,174,179

Change-1,174,179 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,151,144

Change-1,151,144 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 1,070,489

Change-1,070,489 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 982,725

Change-982,725 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 879,173

Change-879,173 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 869,406

Change-869,406 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 582,453

Change-582,453 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 545,421

Change-545,421 (-100%)

Value—

Sprott Inc.

N/A

Shares— from 513,885

Change-513,885 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 460,623

Change-460,623 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 451,025

Change-451,025 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 448,455

Change-448,455 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 438,986

Change-438,986 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 397,871

Change-397,871 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 376,842

Change-376,842 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 329,300

Change-329,300 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 304,719

Change-304,719 (-100%)

Value—

UBS Group AG

N/A

Shares— from 302,296

Change-302,296 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 255,507

Change-255,507 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 250,866

Change-250,866 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 246,370

Change-246,370 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 207,748

Change-207,748 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 191,661

Change-191,661 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 168,152

Change-168,152 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 167,187

Change-167,187 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 162,173

Change-162,173 (-100%)

Value—

Interval Partners, LP

N/A

Shares— from 159,332

Change-159,332 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 155,298

Change-155,298 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 148,924

Change-148,924 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 147,056

Change-147,056 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 144,517

Change-144,517 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 136,051

Change-136,051 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 130,478

Change-130,478 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 126,764

Change-126,764 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 125,845

Change-125,845 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 124,449

Change-124,449 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 119,144

Change-119,144 (-100%)

Value—

Ruffer LLP

N/A

Shares— from 111,652

Change-111,652 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 108,974

Change-108,974 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 104,305

Change-104,305 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 101,416

Change-101,416 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 96,168

Change-96,168 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 93,036

Change-93,036 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 91,571

Change-91,571 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 84,502

Change-84,502 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 82,196

Change-82,196 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 81,866

Change-81,866 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 80,179

Change-80,179 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 79,990

Change-79,990 (-100%)

Value—

Man Group plc

N/A

Shares— from 77,566

Change-77,566 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 77,406

Change-77,406 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 76,902

Change-76,902 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 71,726

Change-71,726 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 69,421

Change-69,421 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 62,800

Change-62,800 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 61,854

Change-61,854 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 61,750

Change-61,750 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 58,100

Change-58,100 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 51,665

Change-51,665 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 50,400

Change-50,400 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 50,075

Change-50,075 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 49,710

Change-49,710 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 49,107

Change-49,107 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 46,136

Change-46,136 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 44,700

Change-44,700 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 43,788

Change-43,788 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 43,141

Change-43,141 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 42,914

Change-42,914 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 40,569

Change-40,569 (-100%)

Value—

Morningstar Investment Management LLC

N/A

Shares— from 39,895

Change-39,895 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 38,627

Change-38,627 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 38,153

Change-38,153 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 37,726

Change-37,726 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 37,556

Change-37,556 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 35,218

Change-35,218 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 35,099

Change-35,099 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 33,875

Change-33,875 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 33,686

Change-33,686 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 32,988

Change-32,988 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 32,829

Change-32,829 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 31,868

Change-31,868 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 31,611

Change-31,611 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 30,454

Change-30,454 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 29,155

Change-29,155 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 29,053

Change-29,053 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 28,800

Change-28,800 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 28,676

Change-28,676 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 28,339

Change-28,339 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 27,645

Change-27,645 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 27,503

Change-27,503 (-100%)

Value—

Barclays PLC

N/A

Shares— from 27,450

Change-27,450 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 26,743

Change-26,743 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 26,547

Change-26,547 (-100%)

Value—

Shepherd Wealth Management Ltd Liability Co

N/A

Shares— from 25,839

Change-25,839 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 24,793

Change-24,793 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 23,419

Change-23,419 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 23,094

Change-23,094 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 22,838

Change-22,838 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 22,216

Change-22,216 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 22,141

Change-22,141 (-100%)

Value—

&partners

N/A

Shares— from 21,809

Change-21,809 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 21,356

Change-21,356 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 21,248

Change-21,248 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 20,820

Change-20,820 (-100%)

Value—

Marshall Financial Group, LLC

N/A

Shares— from 20,483

Change-20,483 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 19,913

Change-19,913 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 19,505

Change-19,505 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 19,503

Change-19,503 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 19,433

Change-19,433 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 19,411

Change-19,411 (-100%)

Value—

S&T Bank

N/A

Shares— from 18,950

Change-18,950 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 16,291

Change-16,291 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 16,286

Change-16,286 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 15,843

Change-15,843 (-100%)

Value—

Rodgers Brothers Inc.

N/A

Shares— from 15,225

Change-15,225 (-100%)

Value—

JMN Financial LLC

N/A

Shares— from 15,139

Change-15,139 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 14,664

Change-14,664 (-100%)

Value—

CIM Investment Management Inc

N/A

Shares— from 14,234

Change-14,234 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 13,947

Change-13,947 (-100%)

Value—

Allstate Corp

N/A

Shares— from 13,435

Change-13,435 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 13,328

Change-13,328 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 13,117

Change-13,117 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 12,973

Change-12,973 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 12,662

Change-12,662 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 12,622

Change-12,622 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 11,810

Change-11,810 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 11,685

Change-11,685 (-100%)

Value—

Boxwood Ventures, Inc.

N/A

Shares— from 11,613

Change-11,613 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 11,057

Change-11,057 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 10,682

Change-10,682 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 10,558

Change-10,558 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 10,504

Change-10,504 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 10,459

Change-10,459 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 10,368

Change-10,368 (-100%)

Value—

Staley Capital Advisers Inc

N/A

Shares— from 10,054

Change-10,054 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 9,844

Change-9,844 (-100%)

Value—

Lowe Brockenbrough & Co Inc

N/A

Shares— from 9,671

Change-9,671 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 9,620

Change-9,620 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 8,652

Change-8,652 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 8,419

Change-8,419 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 8,020

Change-8,020 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 7,381

Change-7,381 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 7,297

Change-7,297 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 7,111

Change-7,111 (-100%)

Value—

RiverFront Investment Group, LLC

N/A

Shares— from 7,031

Change-7,031 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,760

Change-6,760 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 6,727

Change-6,727 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,690

Change-6,690 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 6,668

Change-6,668 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 6,619

Change-6,619 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 6,572

Change-6,572 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 6,462

Change-6,462 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 6,429

Change-6,429 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 6,420

Change-6,420 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,199

Change-6,199 (-100%)

Value—

Catalyst Financial Partners LLC

N/A

Shares— from 6,187

Change-6,187 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 6,006

Change-6,006 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 5,960

Change-5,960 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 5,943

Change-5,943 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 5,780

Change-5,780 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 5,722

Change-5,722 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,537

Change-5,537 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 5,536

Change-5,536 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 5,475

Change-5,475 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 5,435

Change-5,435 (-100%)

Value—

Securian Asset Management, Inc

N/A

Shares— from 5,341

Change-5,341 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 5,154

Change-5,154 (-100%)

Value—

Hardy Reed LLC

N/A

Shares— from 5,098

Change-5,098 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 5,063

Change-5,063 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 4,765

Change-4,765 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,672

Change-4,672 (-100%)

Value—

Saiph Capital, LLC

N/A

Shares— from 4,627

Change-4,627 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,513

Change-4,513 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 4,435

Change-4,435 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 4,355

Change-4,355 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 4,142

Change-4,142 (-100%)

Value—

Amundi

N/A

Shares— from 4,096

Change-4,096 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 3,938

Change-3,938 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,925

Change-3,925 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 3,885

Change-3,885 (-100%)

Value—

Simmons Bank

N/A

Shares— from 3,790

Change-3,790 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 3,661

Change-3,661 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,247

Change-3,247 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 1,581

Change-1,581 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 1,527

Change-1,527 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,382

Change-1,382 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,308

Change-1,308 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,059

Change-1,059 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 921

Change-921 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 840

Change-840 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 745

Change-745 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 568

Change-568 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 536

Change-536 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 390

Change-390 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 335

Change-335 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 300

Change-300 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 243

Change-243 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 231

Change-231 (-100%)

Value—

Clearstead Trust, LLC

N/A

Shares— from 209

Change-209 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 197

Change-197 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 155

Change-155 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 141

Change-141 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 140

Change-140 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 103

Change-103 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 88

Change-88 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 54

Change-54 (-100%)

Value—

Quarry LP

N/A

Shares— from 52

Change-52 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 46

Change-46 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 11

Change-11 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Ross\johnson & Associates LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Schneider Downs Wealth Management Advisors, LP	DECREASED	3,507,785	3,551,578	-43,793	-1%	$196.1M	$197.7M	+$1.6M	2026-10-27
Dimensional Fund Advisors LP	INCREASED	2,275,905	2,265,174	+10,731	+0%	$125.1M	$128.3M	+$3.2M	2026-11-04
Bank of New York Mellon Corp	DECREASED	610,439	617,795	-7,356	-1%	$34.1M	$34.4M	+$295.8K	2026-11-05
Kestra Advisory Services, LLC	DECREASED	462,667	472,377	-9,710	-2%	$26.1M	$26.1M	-$4.1K	2026-11-02
Foundation Resource Management Inc	DECREASED	366,204	380,117	-13,913	-4%	$21.0M	$20.6M	-$347.1K	2026-10-19
Alps Advisors Inc	DECREASED	247,138	273,295	-26,157	-10%	$15.1M	$13.9M	-$1.2M	2026-11-03
Fulcrum Asset Management LLP	INCREASED	211,596	45,078	+166,518	+369%	$2.5M	$12.2M	+$9.6M	2026-11-04
BI Asset Management Fondsmaeglerselskab A/S	INCREASED	192,182	117,639	+74,543	+63%	$6.5M	$10.8M	+$4.3M	2026-10-22
Principal Financial Group Inc	DECREASED	162,381	163,650	-1,269	-1%	$9.0M	$9.2M	+$116.7K	2026-11-02
Kendall Capital Management	INCREASED	131,570	122,110	+9,460	+8%	$6.7M	$7.4M	+$673.7K	2026-10-23
Ritholtz Wealth Management	DECREASED	112,663	112,792	-129	0%	$6.2M	$6.4M	+$122.4K	2026-11-05
Continental Advisors LLC	DECREASED	106,359	112,359	-6,000	-5%	$6.2M	$6.0M	-$209.0K	2026-10-13
Congress Asset Management Co	INCREASED	102,693	84,701	+17,992	+21%	$4.7M	$5.8M	+$1.1M	2026-10-06
Burney Co/	DECREASED	97,241	102,363	-5,122	-5%	$5.7M	$5.5M	-$171.0K	2026-10-15
New York State Teachers Retirement System	INCREASED	84,192	78,570	+5,622	+7%	$4.3M	$4.7M	+$407.0K	2026-10-22
Alpha Omega Wealth Management LLC	DECREASED	82,286	90,469	-8,183	-9%	$5.0M	$4.6M	-$357.2K	2026-10-23
Vista Investment Partners LLC	DECREASED	81,222	85,511	-4,289	-5%	$4.7M	$4.6M	-$143.5K	2026-10-08
Y-Intercept (Hong Kong) Ltd	NEW	74,737	—	+74,737	—	—	$4.2M	—	2026-10-16
Retirement Systems of Alabama	DECREASED	73,408	74,905	-1,497	-2%	$4.1M	$4.1M	+$1.8K	2026-11-04
Creative Planning	INCREASED	68,468	62,147	+6,321	+10%	$3.4M	$3.9M	+$427.8K	2026-11-02
Mirae Asset Global Investments Co., Ltd.	INCREASED	67,826	60,520	+7,306	+12%	$3.3M	$3.8M	+$481.4K	2026-11-03
Murphy Pohlad Asset Management LLC	UNCHANGED	66,721	66,721	0	0%	$3.7M	$3.8M	+$76.7K	2026-10-22
Inspire Investing, LLC	INCREASED	65,329	49,928	+15,401	+31%	$2.8M	$3.7M	+$925.6K	2026-10-22
Vista Investment Partners II, LLC	INCREASED	55,588	54,470	+1,118	+2%	$3.0M	$3.1M	+$125.7K	2026-10-15
Virginia Retirement Systems ET Al	INCREASED	55,300	51,300	+4,000	+8%	$2.8M	$3.1M	+$284.5K	2026-10-28
Stackstone Wealth, LLC	NEW	45,941	—	+45,941	—	—	$2.6M	—	2026-10-19
Able Financial Group, LLC	INCREASED	44,865	43,773	+1,092	+2%	$2.4M	$2.5M	+$111.9K	2026-10-14
Inlet Private Wealth, LLC	UNCHANGED	40,750	40,750	0	0%	$2.3M	$2.3M	+$46.9K	2026-10-21
Thrivent Financial for Lutherans	DECREASED	40,498	43,840	-3,342	-8%	$2.4M	$2.3M	-$138.0K	2026-11-05
Citigroup Inc	INCREASED	40,347	24,262	+16,085	+66%	$1.3M	$2.3M	+$934.6K	2026-11-04
Truist Financial Corp	DECREASED	33,532	34,009	-477	-1%	$1.9M	$1.9M	+$12.2K	2026-10-30
CWA Asset Management Group, LLC	UNCHANGED	29,858	29,858	0	0%	$1.6M	$1.7M	+$34.3K	2026-10-19
Radnor Capital Management, LLC	UNCHANGED	28,695	28,695	0	0%	$1.6M	$1.6M	+$33.0K	2026-10-23
Amalgamated Bank	DECREASED	28,567	28,782	-215	-1%	$1.6M	$1.6M	+$21.0K	2026-10-23
Robeco Institutional Asset Management B.V.	DECREASED	28,290	48,401	-20,111	-42%	$2.7M	$1.6M	-$1.1M	2026-10-20
MFA Wealth Advisors, LLC	UNCHANGED	27,950	27,950	0	0%	$1.5M	$1.6M	+$32.1K	2026-10-07
Taylor Frigon Capital Management LLC	INCREASED	27,683	27,573	+110	+0%	$1.5M	$1.6M	+$38.0K	2026-10-23
Wedge Capital Management L L P	INCREASED	26,766	24,207	+2,559	+11%	$1.3M	$1.5M	+$172.1K	2026-10-13
Concurrent Investment Advisors, LLC	DECREASED	26,177	28,645	-2,468	-9%	$1.6M	$1.5M	-$106.2K	2026-10-16
Mutual of America Capital Management LLC	DECREASED	25,227	26,173	-946	-4%	$1.4M	$1.4M	-$23.2K	2026-10-23
State of New Jersey Common Pension Fund D	DECREASED	23,679	29,401	-5,722	-19%	$1.6M	$1.3M	-$288.7K	2026-11-05
Fifth Third Bancorp	DECREASED	23,356	23,893	-537	-2%	$1.3M	$1.3M	-$2.8K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	21,100	21,200	-100	0%	$1.2M	$1.2M	+$18.7K	2026-10-20
Hussman Strategic Advisors, Inc.	UNCHANGED	21,000	21,000	0	0%	$1.2M	$1.2M	+$24.2K	2026-11-02
Palisade Asset Management, LLC	UNCHANGED	20,885	20,885	0	0%	$1.2M	$1.2M	+$24.0K	2026-11-03
Novem Group	INCREASED	20,668	20,231	+437	+2%	$1.1M	$1.2M	+$47.9K	2026-10-19
Arizona State Retirement System	INCREASED	20,316	19,878	+438	+2%	$1.1M	$1.1M	+$47.6K	2026-11-03
Yousif Capital Management, LLC	DECREASED	17,534	19,123	-1,589	-8%	$1.1M	$988.4K	-$67.6K	2026-10-22
Achmea Investment Management B.V.	NEW	17,500	—	+17,500	—	—	$987.3K	—	2026-10-30
1620 Investment Advisors, Inc.	INCREASED	17,334	17,183	+151	+1%	$948.8K	$977.1K	+$28.2K	2026-11-04
New Mexico Educational Retirement Board	UNCHANGED	17,300	17,300	0	0%	$955.0K	$975.0K	+$20.0K	2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	16,988	17,338	-350	-2%	$957.4K	$957.6K	+$210	2026-11-03
State of Michigan Retirement System	DECREASED	16,676	16,976	-300	-2%	$937.4K	$940.0K	+$2.6K	2026-10-27
Nisa Investment Advisors, LLC	INCREASED	15,910	15,682	+228	+1%	$866.0K	$896.8K	+$30.9K	2026-10-20
Oregon Public Employees Retirement Fund	DECREASED	14,772	14,972	-200	-1%	$826.8K	$832.7K	+$5.9K	2026-10-30
Parallel Advisors, LLC	DECREASED	13,564	14,263	-699	-5%	$787.6K	$764.6K	-$23.0K	2026-11-03
MBM Wealth Consultants, LLC	INCREASED	12,653	10,840	+1,813	+17%	$598.6K	$713.3K	+$114.7K	2026-10-20
Signaturefd, LLC	INCREASED	12,584	8,937	+3,647	+41%	$493.5K	$709.4K	+$215.9K	2026-10-23
James Investment Research, Inc.	INCREASED	12,052	8,952	+3,100	+35%	$494.3K	$679.4K	+$185.0K	2026-10-22
Farther Finance Advisors, LLC	INCREASED	11,821	10,878	+943	+9%	$601.1K	$666.4K	+$65.2K	2026-10-08
Hourglass Capital, LLC	DECREASED	11,500	38,650	-27,150	-70%	$2.1M	$648.3K	-$1.5M	2026-10-26
US Bancorp \de\	INCREASED	11,010	10,641	+369	+3%	$587.6K	$620.6K	+$33.0K	2026-11-05
Pictet Asset Management Holding SA	DECREASED	10,507	12,059	-1,552	-13%	$665.9K	$592.3K	-$73.6K	2026-11-03
Anchyra Partners LLC	DECREASED	10,326	11,525	-1,199	-10%	$636.4K	$582.1K	-$54.3K	2026-10-13
Vise Technologies, Inc.	DECREASED	10,144	11,830	-1,686	-14%	$653.3K	$571.8K	-$81.5K	2026-10-29
Kestra Private Wealth Services, LLC	INCREASED	10,096	9,869	+227	+2%	$545.0K	$569.1K	+$24.1K	2026-10-30
Stirlingshire Investments, Inc.	DECREASED	9,736	11,692	-1,956	-17%	$645.7K	$548.8K	-$96.8K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	9,616	10,576	-960	-9%	$583.0K	$541.0K	-$42.0K	2026-10-15
Commonwealth Equity Services, LLC	DECREASED	9,416	9,417	-1	0%	$520.0K	$530.8K	+$10.8K	2026-11-02
RFG Advisory, LLC	NEW	8,726	—	+8,726	—	—	$491.9K	—	2026-11-03
Capital City Trust Co	DECREASED	8,667	8,717	-50	-1%	$481.4K	$488.6K	+$7.2K	2026-10-22
RHS Financial, LLC	DECREASED	8,571	8,680	-109	-1%	$479.3K	$483.1K	+$3.8K	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	8,324	8,045	+279	+3%	$479.0K	$465.7K	-$13.3K	2026-10-13
Swiss Life Asset Management Ltd	INCREASED	8,036	8,027	+9	+0%	$443.3K	$453.0K	+$9.7K	2026-11-03
Bill Few Associates, Inc.	DECREASED	7,683	7,783	-100	-1%	$429.8K	$433.1K	+$3.3K	2026-10-09
Keybank National Association	INCREASED	7,443	7,349	+94	+1%	$405.8K	$419.6K	+$13.7K	2026-11-04
Park Avenue Securities LLC	INCREASED	6,343	5,747	+596	+10%	$317.0K	$358.0K	+$41.0K	2026-10-26
HB Wealth Management, LLC	NEW	6,268	—	+6,268	—	—	$353.3K	—	2026-10-23
Archford Capital Strategies, LLC	DECREASED	6,034	9,036	-3,002	-33%	$499.0K	$340.1K	-$158.8K	2026-10-19
Outlook Wealth Advisors, LLC	DECREASED	5,776	5,883	-107	-2%	$324.8K	$325.6K	+$764	2026-10-28
SYM Financial Corp	DECREASED	5,541	5,653	-112	-2%	$312.2K	$312.3K	+$187	2026-10-26
Gilman Hill Asset Management, LLC	UNCHANGED	5,494	5,494	0	0%	$303.4K	$309.7K	+$6.3K	2026-10-13
Blue Trust, Inc.	DECREASED	5,384	6,829	-1,445	-21%	$377.1K	$303.5K	-$73.6K	2026-10-15
Lawood & Co	DECREASED	5,232	5,332	-100	-2%	$294.4K	$294.9K	+$495	2026-10-09
Citizens Financial Group Inc	INCREASED	5,192	4,481	+711	+16%	$247.4K	$292.7K	+$45.2K	2026-10-23
Gallacher Capital Management LLC	INCREASED	5,115	4,741	+374	+8%	$261.8K	$288.3K	+$26.5K	2026-10-30
Crossmark Global Holdings, Inc.	DECREASED	4,827	5,027	-200	-4%	$277.6K	$272.1K	-$5.5K	2026-10-21
Vision Financial Markets LLC	UNCHANGED	4,818	4,818	0	0%	$266.4K	$271.1K	+$4.7K	2026-10-22
Kathmere Capital Management, LLC	INCREASED	4,665	4,591	+74	+2%	$253.5K	$263.0K	+$9.5K	2026-10-20
Baron Wealth Management LLC	DECREASED	4,520	4,545	-25	-1%	$251.0K	$254.8K	+$3.8K	2026-10-27
TD Private Client Wealth LLC	DECREASED	4,448	4,652	-204	-4%	$256.9K	$250.7K	-$6.1K	2026-10-28
Exchange Traded Concepts, LLC	INCREASED	4,068	2,904	+1,164	+40%	$160.4K	$229.3K	+$69.0K	2026-10-28
Andina Capital Management, LLC	INCREASED	4,047	3,942	+105	+3%	$217.7K	$228.1K	+$10.5K	2026-10-21
Guyasuta Investment Advisors Inc	UNCHANGED	4,000	4,000	0	0%	$220.9K	$225.5K	+$4.6K	2026-10-15
Hohimer Wealth Management, LLC	INCREASED	3,960	3,831	+129	+3%	$211.5K	$223.2K	+$11.7K	2026-11-04
Fragasso Financial Advisors Inc	UNCHANGED	3,854	3,854	0	0%	$212.8K	$217.8K	+$5.0K	2026-10-13
LVW Advisors, LLC	NEW	3,795	—	+3,795	—	—	$213.9K	—	2026-10-19
iA Global Asset Management Inc.	NEW	3,756	—	+3,756	—	—	$212.0K	—	2026-10-29
Compass Financial Management LLC	UNCHANGED	3,543	3,543	0	0%	$195.6K	$199.7K	+$4.1K	2026-10-30
StoneX Group Inc.	NEW	3,394	—	+3,394	—	—	$202.0K	—	2026-11-03
Gamma Investing LLC	INCREASED	2,972	2,904	+68	+2%	$160.4K	$167.5K	+$7.2K	2026-10-08
KBC Group NV	UNCHANGED	2,689	2,689	0	0%	$148.0K	$152.0K	+$4.0K	2026-10-22
State of Wyoming	INCREASED	2,366	2,359	+7	+0%	$130.3K	$133.4K	+$3.1K	2026-10-28
Cape Investment Advisory, Inc.	INCREASED	2,186	2,178	+8	+0%	$120.3K	$123.2K	+$3.0K	2026-10-13
Wilmington Savings Fund Society, FSB	DECREASED	2,050	2,290	-240	-10%	$126.5K	$115.6K	-$10.9K	2026-10-23
Cullen T Bankers, Inc.	UNCHANGED	1,231	1,231	0	0%	$68.0K	$69.4K	+$1.4K	2026-10-28
EverSource Wealth Advisors, LLC	INCREASED	1,202	1,182	+20	+2%	$65.3K	$67.8K	+$2.5K	2026-11-04
Latitude Advisors, LLC	NEW	755	—	+755	—	—	$42.5K	—	2026-10-27
Richardson Financial Services Inc.	INCREASED	752	334	+418	+125%	$18.4K	$42.4K	+$23.9K	2026-10-30
City State Bank	UNCHANGED	635	635	0	0%	$35.1K	$35.8K	+$730	2026-10-20
Hazlett, Burt & Watson, Inc.	UNCHANGED	615	615	0	0%	$34.0K	$35.0K	+$1.0K	2026-11-04
Harbor Capital Advisors, Inc.	NEW	610	—	+610	—	—	$34	—	2026-10-22
Gen-Wealth Partners Inc	NEW	578	—	+578	—	—	$32.6K	—	2026-11-04
Root Financial Partners, LLC	NEW	568	—	+568	—	—	$32.0K	—	2026-10-21
Parkside Financial Bank & Trust	DECREASED	504	1,415	-911	-64%	$78.1K	$28.4K	-$49.7K	2026-10-27
WPG Advisers, LLC	DECREASED	439	442	-3	-1%	$24.4K	$24.7K	+$339	2026-10-27
Creative Financial Designs Inc	INCREASED	405	403	+2	+1%	$22.2K	$22.8K	+$600	2026-11-04
Central Trust Co	UNCHANGED	370	370	0	0%	$20.4K	$20.9K	+$425	2026-11-05
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	262	262	0	0%	$14.5K	$14.8K	+$301	2026-10-27
Assetmark, Inc	DECREASED	183	720	-537	-75%	$39.8K	$10.3K	-$29.4K	2026-10-21
Covestor Ltd	DECREASED	148	212	-64	-30%	$12	$8	-$4	2026-10-30
Private Trust Co NA	UNCHANGED	145	145	0	0%	$8.0K	$8.2K	+$167	2026-10-20
Rosenberg Matthew Hamilton	UNCHANGED	139	139	0	0%	$7.7K	$7.8K	+$159	2026-10-05
Physician Wealth Advisors, Inc.	UNCHANGED	126	126	0	0%	$7.0K	$7.1K	+$145	2026-10-20
Smallwood Wealth Investment Management, LLC	NEW	120	—	+120	—	—	$6.8K	—	2026-10-30
Simplex Trading, LLC	INCREASED	117	59	+58	+98%	$3.3K	$6.6K	+$3.3K	2026-11-04
SBI Securities Co., Ltd.	DECREASED	111	114	-3	-3%	$6.3K	$6.3K	-$38	2026-10-22
Pension & Wealth Management Advisors, Inc.	NEW	110	—	+110	—	—	$6.2K	—	2026-10-16
Private Wealth Management Group, LLC	DECREASED	109	111	-2	-2%	$6.1K	$6.1K	+$15	2026-10-19
IFP Advisors, Inc	UNCHANGED	109	109	0	0%	$6.0K	$6.1K	+$125	2026-10-16
Versant Capital Management, Inc	INCREASED	107	98	+9	+9%	$5.4K	$6.0K	+$620	2026-10-02
SJS Investment Consulting Inc.	UNCHANGED	105	105	0	0%	$5.8K	$5.9K	+$120	2026-10-26
JFS Wealth Advisors, LLC	UNCHANGED	104	104	0	0%	$5.7K	$5.9K	+$120	2026-11-03
Costello Asset Management, Inc	UNCHANGED	100	100	0	0%	$5.5K	$5.6K	+$115	2026-10-30
Fortitude Family Office, LLC	INCREASED	95	87	+8	+9%	$4.8K	$5.4K	+$551	2026-10-14
Canton Hathaway, LLC	NEW	83	—	+83	—	—	$4.7K	—	2026-10-23
Essential Partners LLC	UNCHANGED	81	81	0	0%	$4.5K	$4.6K	+$93	2026-10-14
Bell Investment Advisors, Inc	INCREASED	70	61	+9	+15%	$3.4K	$3.9K	+$577	2026-10-29
Navigoe, LLC	DECREASED	64	65	-1	-2%	$3	$3	$0	2026-11-04
Farmers & Merchants Investments Inc	UNCHANGED	62	62	0	0%	$3.4K	$3.5K	+$71	2026-10-22
Elyxium Wealth, LLC	NEW	61	—	+61	—	—	$3.4K	—	2026-10-27
Creative Capital Management Investments LLC	INCREASED	59	34	+25	+74%	$1.9K	$3.3K	+$1.4K	2026-10-28
Elevation Wealth Partners, LLC	UNCHANGED	52	52	0	0%	$2.9K	$2.9K	+$60	2026-10-07
Hilltop National Bank	UNCHANGED	50	50	0	0%	$2.8K	$2.8K	+$58	2026-10-14
Avion Wealth	UNCHANGED	42	42	0	0%	$2	$2	$0	2026-11-04
Bare Financial Services, Inc	UNCHANGED	40	40	0	0%	$2.2K	$2.3K	+$46	2026-11-04
Jacobi Capital Management LLC	NEW	25	—	+25	—	—	$1.4K	—	2026-11-05
Bay Harbor Wealth Management, LLC	INCREASED	24	22	+2	+9%	$1.2K	$1.4K	+$138	2026-11-03
DiNuzzo Private Wealth, Inc.	UNCHANGED	24	24	0	0%	$1.3K	$1.4K	+$27	2026-10-16
Godsey & Gibb, Inc	NEW	21	—	+21	—	—	$1.2K	—	2026-10-14
Caitong International Asset Management Co., Ltd	INCREASED	19	1	+18	+1800%	$55	$1.1K	+$1.0K	2026-10-29
Manchester Capital Management LLC	UNCHANGED	16	16	0	0%	$884	$902	+$18	2026-10-22
MassMutual Private Wealth & Trust, FSB	UNCHANGED	9	9	0	0%	$497	$507	+$10	2026-10-05
True Wealth Design, LLC	UNCHANGED	7	7	0	0%	$387	$395	+$8	2026-10-13
Signature Equity Partners, LLC	UNCHANGED	6	6	0	0%	$331	$338	+$7	2026-10-29
Valley National Advisers Inc	NEW	5	—	+5	—	—	$282	—	2026-10-23
DecisionPoint Financial, LLC	UNCHANGED	5	5	0	0%	$277	$281	+$4	2026-10-27
James T. Borello RIA	UNCHANGED	5	5	0	0%	$276	$282	+$6	2026-10-16
Monetary Solutions, Ltd	NEW	2	—	+2	—	—	$113	—	2026-10-22
Albion Financial Group	NEW	2	—	+2	—	—	$109	—	2026-10-21
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$56	$57	+$1	2026-10-15
Vest Financial, LLC	CLOSED	0	32,983	-32,983	-100%	$1.8M	$0	-$1.8M	2026-10-21
Confluence Wealth Services, Inc.	CLOSED	0	9,161	-9,161	-100%	$505.9K	$0	-$505.9K	2026-11-05
Claro Advisors Inc.	CLOSED	0	5,570	-5,570	-100%	$307.6K	$0	-$307.6K	2026-11-02
DekaBank Deutsche Girozentrale	CLOSED	0	3,693	-3,693	-100%	$207	$0	-$207	2026-10-27
AdvisorNet Financial, Inc	CLOSED	0	1,563	-1,563	-100%	$86.3K	$0	-$86.3K	2026-10-15
Bayforest Capital Ltd	CLOSED	0	1,288	-1,288	-100%	$71.1K	$0	-$71.1K	2026-11-03
Vermillion Wealth Management, Inc.	CLOSED	0	435	-435	-100%	$24.0K	$0	-$24.0K	2026-10-26
Point Nemo Capital, LLC	CLOSED	0	123	-123	-100%	$6.8K	$0	-$6.8K	2026-11-03
Kelleher Financial Advisors	CLOSED	0	63	-63	-100%	$3.5K	$0	-$3.5K	2026-10-30
BlackRock, Inc.	N/A	—	6,043,914	-6,043,914	-100%	$333.7M	—	—	—
FMR LLC	N/A	—	4,663,900	-4,663,900	-100%	$257.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,397,255	-4,397,255	-100%	$242.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,194,537	-3,194,537	-100%	$176.4M	—	—	—
LSV Asset Management	N/A	—	2,867,028	-2,867,028	-100%	$158.3M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	2,670,077	-2,670,077	-100%	$147.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	2,646,942	-2,646,942	-100%	$146.2M	—	—	—
Invesco Ltd.	N/A	—	2,523,070	-2,523,070	-100%	$139.3M	—	—	—
AQR Capital Management LLC	N/A	—	2,460,945	-2,460,945	-100%	$135.9M	—	—	—
State Street Corp	N/A	—	1,852,289	-1,852,289	-100%	$102.3M	—	—	—
Geode Capital Management, LLC	N/A	—	1,692,774	-1,692,774	-100%	$93.5M	—	—	—
Allianz Asset Management GmbH	N/A	—	1,534,938	-1,534,938	-100%	$84.8M	—	—	—
First Trust Advisors LP	N/A	—	1,198,348	-1,198,348	-100%	$66.2M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,174,179	-1,174,179	-100%	$64.8M	—	—	—
Victory Capital Management Inc	N/A	—	1,151,144	-1,151,144	-100%	$63.6M	—	—	—
Woodline Partners LP	N/A	—	1,070,489	-1,070,489	-100%	$59.1M	—	—	—
Citadel Advisors LLC	N/A	—	982,725	-982,725	-100%	$54.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	879,173	-879,173	-100%	$48.5M	—	—	—
Morgan Stanley	N/A	—	869,406	-869,406	-100%	$48.0M	—	—	—
Jupiter Asset Management LTD	N/A	—	582,453	-582,453	-100%	$32.2M	—	—	—
Alliancebernstein L.P.	N/A	—	545,421	-545,421	-100%	$30.9M	—	—	—
Sprott Inc.	N/A	—	513,885	-513,885	-100%	$28.4M	—	—	—
Bank of America Corp	N/A	—	460,623	-460,623	-100%	$25.4M	—	—	—
Northern Trust Corp	N/A	—	451,025	-451,025	-100%	$24.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	448,455	-448,455	-100%	$24.8M	—	—	—
Ameriprise Financial Inc	N/A	—	438,986	-438,986	-100%	$24.2M	—	—	—
Vestcor Inc	N/A	—	397,871	-397,871	-100%	$22.0M	—	—	—
HighTower Advisors, LLC	N/A	—	376,842	-376,842	-100%	$20.8M	—	—	—
Renaissance Technologies LLC	N/A	—	329,300	-329,300	-100%	$18.2M	—	—	—
Royce & Associates LP	N/A	—	304,719	-304,719	-100%	$16.8M	—	—	—
UBS Group AG	N/A	—	302,296	-302,296	-100%	$16.7M	—	—	—
JPMorgan Chase & Co	N/A	—	255,507	-255,507	-100%	$14.6M	—	—	—
Mercer Global Advisors Inc	N/A	—	250,866	-250,866	-100%	$13.9M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	246,370	-246,370	-100%	$13.6M	—	—	—
Franklin Resources Inc	N/A	—	207,748	-207,748	-100%	$11.5M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	191,661	-191,661	-100%	$10.6M	—	—	—
American Century Companies Inc	N/A	—	168,152	-168,152	-100%	$9.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	167,187	-167,187	-100%	$9.2M	—	—	—
Cambria Investment Management, L.P.	N/A	—	162,173	-162,173	-100%	$9.0M	—	—	—
Interval Partners, LP	N/A	—	159,332	-159,332	-100%	$8.8M	—	—	—
Schroder Investment Management Group	N/A	—	155,298	-155,298	-100%	$8.8M	—	—	—
UBS Asset Management Americas LLC	N/A	—	148,924	-148,924	-100%	$8.2M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	147,056	-147,056	-100%	$8.1M	—	—	—
Swiss National Bank	N/A	—	144,517	-144,517	-100%	$8.0M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	136,051	-136,051	-100%	$7.5M	—	—	—
Teacher Retirement System of Texas	N/A	—	130,478	-130,478	-100%	$7.2M	—	—	—
Rhumbline Advisers	N/A	—	126,764	-126,764	-100%	$7.0M	—	—	—
LPL Financial LLC	N/A	—	125,845	-125,845	-100%	$6.9M	—	—	—
Clark Capital Management Group, Inc.	N/A	—	124,449	-124,449	-100%	$6.9M	—	—	—
Huntington National Bank	N/A	—	119,144	-119,144	-100%	$6.6M	—	—	—
Ruffer LLP	N/A	—	111,652	-111,652	-100%	$6.2M	—	—	—
Qube Research & Technologies Ltd	N/A	—	108,974	-108,974	-100%	$6.0M	—	—	—
Legal & General Group Plc	N/A	—	104,305	-104,305	-100%	$5.8M	—	—	—
Vident Advisory, LLC	N/A	—	101,416	-101,416	-100%	$5.6M	—	—	—
Two Sigma Investments, LP	N/A	—	96,168	-96,168	-100%	$5.3M	—	—	—
First National Bank of Omaha	N/A	—	93,036	-93,036	-100%	$5.3M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	91,571	-91,571	-100%	$5.1M	—	—	—
Gabelli Funds LLC	N/A	—	84,502	-84,502	-100%	$4.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	82,196	-82,196	-100%	$4.5M	—	—	—
California State Teachers Retirement System	N/A	—	81,866	-81,866	-100%	$4.5M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	80,179	-80,179	-100%	$4.4M	—	—	—
Lazard Asset Management LLC	N/A	—	79,990	-79,990	-100%	$4.4M	—	—	—
Man Group plc	N/A	—	77,566	-77,566	-100%	$4.3M	—	—	—
Brevan Howard Capital Management LP	N/A	—	77,406	-77,406	-100%	$4.3M	—	—	—
Raymond James Financial Inc	N/A	—	76,902	-76,902	-100%	$4.2M	—	—	—
Cerity Partners LLC	N/A	—	71,726	-71,726	-100%	$4.0M	—	—	—
Royal Bank of Canada	N/A	—	69,421	-69,421	-100%	$3.8M	—	—	—
TD Asset Management Inc	N/A	—	62,800	-62,800	-100%	$3.5M	—	—	—
SEI Investments Co	N/A	—	61,854	-61,854	-100%	$3.4M	—	—	—
Russell Investments Group, Ltd.	N/A	—	61,750	-61,750	-100%	$3.4M	—	—	—
Nomura Asset Management International Inc.	N/A	—	58,100	-58,100	-100%	$3.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	51,665	-51,665	-100%	$2.9M	—	—	—
Maltese Capital Management LLC	N/A	—	50,400	-50,400	-100%	$2.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	50,075	-50,075	-100%	$2.8M	—	—	—
Credit Agricole S A	N/A	—	50,000	-50,000	-100%	$2.8M	—	—	—
Canada Life Assurance Co	N/A	—	49,710	-49,710	-100%	$2.7M	—	—	—
QRG Capital Management, Inc.	N/A	—	49,107	-49,107	-100%	$2.7M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	46,136	-46,136	-100%	$2.5M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	44,700	-44,700	-100%	$2.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	43,788	-43,788	-100%	$2.4M	—	—	—
Horizon Investments, LLC	N/A	—	43,141	-43,141	-100%	$2.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	42,914	-42,914	-100%	$2.4M	—	—	—
Empowered Funds, LLC	N/A	—	40,569	-40,569	-100%	$2.2M	—	—	—
Morningstar Investment Management LLC	N/A	—	39,895	-39,895	-100%	$2.3M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	38,627	-38,627	-100%	$2.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	38,153	-38,153	-100%	$2.1M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	37,726	-37,726	-100%	$2.1M	—	—	—
FJ Capital Management LLC	N/A	—	37,556	-37,556	-100%	$2.1M	—	—	—
Panagora Asset Management Inc	N/A	—	35,218	-35,218	-100%	$1.9M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	35,099	-35,099	-100%	$1.9M	—	—	—
SG Americas Securities, LLC	N/A	—	33,875	-33,875	-100%	$1.9M	—	—	—
MetLife Investment Management, LLC	N/A	—	33,686	-33,686	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	32,988	-32,988	-100%	$1.8M	—	—	—
Texas Yale Capital Corp.	N/A	—	32,829	-32,829	-100%	$1.8M	—	—	—
Jupiter Topco LLC	N/A	—	31,868	-31,868	-100%	$1.8M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	31,611	-31,611	-100%	$1.7M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	30,454	-30,454	-100%	$1.7M	—	—	—
Bridgewater Associates, LP	N/A	—	29,155	-29,155	-100%	$1.6M	—	—	—
Handelsbanken Fonder AB	N/A	—	29,053	-29,053	-100%	$1.6K	—	—	—
Canada Pension Plan Investment Board	N/A	—	28,800	-28,800	-100%	$1.6M	—	—	—
Baird Financial Group, Inc.	N/A	—	28,676	-28,676	-100%	$1.6M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	28,339	-28,339	-100%	$1.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	27,645	-27,645	-100%	$1.5M	—	—	—
Millennium Management LLC	N/A	—	27,503	-27,503	-100%	$1.5M	—	—	—
Barclays PLC	N/A	—	27,450	-27,450	-100%	$1.5M	—	—	—
Wells Fargo & Company	N/A	—	26,743	-26,743	-100%	$1.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	26,547	-26,547	-100%	$1.5M	—	—	—
Shepherd Wealth Management Ltd Liability Co	N/A	—	25,839	-25,839	-100%	$25.8K	—	—	—
Deutsche Bank Ag\	N/A	—	24,793	-24,793	-100%	$1.4M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	23,419	-23,419	-100%	$1.3M	—	—	—
MML Investors Services, LLC	N/A	—	23,094	-23,094	-100%	$1.3M	—	—	—
Marshall Wace, LLP	N/A	—	22,838	-22,838	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	22,216	-22,216	-100%	$1.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	22,141	-22,141	-100%	$1.2M	—	—	—
&partners	N/A	—	21,809	-21,809	-100%	$1.2M	—	—	—
Aquatic Capital Management LLC	N/A	—	21,356	-21,356	-100%	$1.2M	—	—	—
SummitTX Capital, L.P.	N/A	—	21,248	-21,248	-100%	$1.2M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	20,820	-20,820	-100%	$1.1M	—	—	—
Marshall Financial Group, LLC	N/A	—	20,483	-20,483	-100%	$1.1M	—	—	—
Quantinno Capital Management LP	N/A	—	19,913	-19,913	-100%	$1.1M	—	—	—
Voya Investment Management LLC	N/A	—	19,505	-19,505	-100%	$1.1M	—	—	—
Graham Capital Management, L.P.	N/A	—	19,503	-19,503	-100%	$1.1M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	19,433	-19,433	-100%	$1.1M	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	19,411	-19,411	-100%	$1.1M	—	—	—
S&T Bank	N/A	—	18,950	-18,950	-100%	$1.0M	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	16,291	-16,291	-100%	$899.6K	—	—	—
Captrust Financial Advisors	N/A	—	16,286	-16,286	-100%	$899.3K	—	—	—
Quantbot Technologies LP	N/A	—	15,843	-15,843	-100%	$874.9K	—	—	—
Rodgers Brothers Inc.	N/A	—	15,225	-15,225	-100%	$840.7K	—	—	—
JMN Financial LLC	N/A	—	15,139	-15,139	-100%	$836.0K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	14,664	-14,664	-100%	$809.7K	—	—	—
CIM Investment Management Inc	N/A	—	14,234	-14,234	-100%	$786.0K	—	—	—
Tidal Investments LLC	N/A	—	13,947	-13,947	-100%	$770.2K	—	—	—
Allstate Corp	N/A	—	13,435	-13,435	-100%	$741.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	13,328	-13,328	-100%	$736.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	13,117	-13,117	-100%	$724.3K	—	—	—
Advyzon Investment Management, LLC	N/A	—	12,973	-12,973	-100%	$716.4K	—	—	—
Prudential Financial Inc	N/A	—	12,662	-12,662	-100%	$699.2K	—	—	—
HSBC Holdings PLC	N/A	—	12,622	-12,622	-100%	$703.0K	—	—	—
Dakota Wealth Management	N/A	—	11,810	-11,810	-100%	$652.1K	—	—	—
Diversified Trust Co	N/A	—	11,685	-11,685	-100%	$645.2K	—	—	—
Boxwood Ventures, Inc.	N/A	—	11,613	-11,613	-100%	$641.3K	—	—	—
Caitlin John, LLC	N/A	—	11,057	-11,057	-100%	$610.6K	—	—	—
Quadrature Capital Ltd	N/A	—	10,682	-10,682	-100%	$589.9K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	10,558	-10,558	-100%	$583.0K	—	—	—
Nuveen, LLC	N/A	—	10,504	-10,504	-100%	$580.0K	—	—	—
Caprock Group, LLC	N/A	—	10,459	-10,459	-100%	$577.6K	—	—	—
Pacer Advisors, Inc.	N/A	—	10,368	-10,368	-100%	$573.0K	—	—	—
Staley Capital Advisers Inc	N/A	—	10,054	-10,054	-100%	$555.2K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	9,844	-9,844	-100%	$543.6K	—	—	—
Lowe Brockenbrough & Co Inc	N/A	—	9,671	-9,671	-100%	$534.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	9,620	-9,620	-100%	$531.2K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	9,000	-9,000	-100%	$524.9K	—	—	—
XTX Topco Ltd	N/A	—	8,652	-8,652	-100%	$477.8K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	8,419	-8,419	-100%	$464.9K	—	—	—
Stifel Financial Corp	N/A	—	8,020	-8,020	-100%	$443.0K	—	—	—
Park Place Capital Corp	N/A	—	7,381	-7,381	-100%	$407.6K	—	—	—
Principal Securities, Inc.	N/A	—	7,297	-7,297	-100%	$403.0K	—	—	—
Arax Advisory Partners	N/A	—	7,111	-7,111	-100%	$392.7K	—	—	—
RiverFront Investment Group, LLC	N/A	—	7,031	-7,031	-100%	$388.3K	—	—	—
Bank of Montreal	N/A	—	6,760	-6,760	-100%	$373.3K	—	—	—
National Bank of Canada	N/A	—	6,727	-6,727	-100%	$371.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,690	-6,690	-100%	$384.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	6,668	-6,668	-100%	$368.2K	—	—	—
Manning & Napier Advisors LLC	N/A	—	6,619	-6,619	-100%	$373.6K	—	—	—
AlphaGrep UK Ltd	N/A	—	6,572	-6,572	-100%	$362.9K	—	—	—
Pathstone Holdings, LLC	N/A	—	6,462	-6,462	-100%	$356.8K	—	—	—
Jain Global LLC	N/A	—	6,429	-6,429	-100%	$355.0K	—	—	—
Advisors Preferred, LLC	N/A	—	6,420	-6,420	-100%	$363.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,199	-6,199	-100%	$342.3K	—	—	—
Catalyst Financial Partners LLC	N/A	—	6,187	-6,187	-100%	$341.6K	—	—	—
Guggenheim Capital LLC	N/A	—	6,006	-6,006	-100%	$331.7K	—	—	—
Globeflex Capital L P	N/A	—	5,960	-5,960	-100%	$329.1K	—	—	—
Federated Hermes, Inc.	N/A	—	5,943	-5,943	-100%	$328.2K	—	—	—
Intech Investment Management LLC	N/A	—	5,780	-5,780	-100%	$319.2K	—	—	—
Composition Wealth, LLC	N/A	—	5,722	-5,722	-100%	$316.0K	—	—	—
Private Advisor Group, LLC	N/A	—	5,537	-5,537	-100%	$305.8K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	5,536	-5,536	-100%	$305.7K	—	—	—
Inceptionr LLC	N/A	—	5,475	-5,475	-100%	$302.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	5,435	-5,435	-100%	$300.1K	—	—	—
Securian Asset Management, Inc	N/A	—	5,341	-5,341	-100%	$313.5K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	5,154	-5,154	-100%	$284.6K	—	—	—
Hardy Reed LLC	N/A	—	5,098	-5,098	-100%	$281.5K	—	—	—
Snowden Capital Advisors LLC	N/A	—	5,063	-5,063	-100%	$279.6K	—	—	—
NorthRock Partners, LLC	N/A	—	4,800	-4,800	-100%	$265.1K	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	4,765	-4,765	-100%	$263.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,672	-4,672	-100%	$258.0K	—	—	—
Saiph Capital, LLC	N/A	—	4,627	-4,627	-100%	$255.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,513	-4,513	-100%	$249.2K	—	—	—
Nykredit A/S	N/A	—	4,435	-4,435	-100%	$244.9K	—	—	—
Verdad Advisers, LP	N/A	—	4,355	-4,355	-100%	$240.5K	—	—	—
Bridgewater Advisors Inc.	N/A	—	4,142	-4,142	-100%	$221.7K	—	—	—
Amundi	N/A	—	4,096	-4,096	-100%	$226.2K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	3,938	-3,938	-100%	$217.5K	—	—	—
Jane Street Group, LLC	N/A	—	3,925	-3,925	-100%	$216.7K	—	—	—
Jump Financial, LLC	N/A	—	3,885	-3,885	-100%	$214.5K	—	—	—
Simmons Bank	N/A	—	3,790	-3,790	-100%	$209.3K	—	—	—
Rehmann Capital Advisory Group	N/A	—	3,661	-3,661	-100%	$202.2K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,247	-3,247	-100%	$179.0K	—	—	—
UMB Bank, n.a.	N/A	—	1,581	-1,581	-100%	$87.3K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	1,527	-1,527	-100%	$84.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,382	-1,382	-100%	$76.3K	—	—	—
BFC Planning, Inc.	N/A	—	1,308	-1,308	-100%	$72.2K	—	—	—
New York State Common Retirement Fund	N/A	—	1,059	-1,059	-100%	$58.5K	—	—	—
WealthCollab, LLC	N/A	—	921	-921	-100%	$50.9K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	840	-840	-100%	$46.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	745	-745	-100%	$41.0K	—	—	—
Allworth Financial LP	N/A	—	568	-568	-100%	$31.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	536	-536	-100%	$30.3K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	400	-400	-100%	$22.1K	—	—	—
Nomura Asset Management Co LTD	N/A	—	390	-390	-100%	$21.5K	—	—	—
Bessemer Group Inc	N/A	—	335	-335	-100%	$19	—	—	—
Danske Bank A/S	N/A	—	300	-300	-100%	$16.6K	—	—	—
Harbour Investments, Inc.	N/A	—	243	-243	-100%	$13.4K	—	—	—
CVA Family Office, LLC	N/A	—	231	-231	-100%	$12.8K	—	—	—
Clearstead Trust, LLC	N/A	—	209	-209	-100%	$11.5K	—	—	—
Persistent Asset Partners Ltd	N/A	—	197	-197	-100%	$10.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	155	-155	-100%	$8.6K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	141	-141	-100%	$8	—	—	—
Hollencrest Capital Management	N/A	—	140	-140	-100%	$7.7K	—	—	—
Dogwood Wealth Management LLC	N/A	—	103	-103	-100%	$5.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	88	-88	-100%	$4.7K	—	—	—
Continuum Advisory, LLC	N/A	—	83	-83	-100%	$4.6K	—	—	—
Rothschild Investment LLC	N/A	—	66	-66	-100%	$3.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	54	-54	-100%	$3.0K	—	—	—
Quarry LP	N/A	—	52	-52	-100%	$2.9K	—	—	—
Nova Wealth Management, Inc.	N/A	—	50	-50	-100%	$2.8K	—	—	—
Basepoint Wealth LLC	N/A	—	47	-47	-100%	$2.6K	—	—	—
SHP Wealth Management	N/A	—	46	-46	-100%	$2.5K	—	—	—
Cornerstone Financial Management LLC	N/A	—	40	-40	-100%	$2.2K	—	—	—
Quent Capital, LLC	N/A	—	35	-35	-100%	$1.9K	—	—	—
Clearstead Advisors, LLC	N/A	—	26	-26	-100%	$1.4K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	25	-25	-100%	$1.4K	—	—	—
HFM Investment Advisors, LLC	N/A	—	18	-18	-100%	$994	—	—	—
Kilter Group LLC	N/A	—	18	-18	-100%	$994	—	—	—
Rialto Wealth Management, LLC	N/A	—	14	-14	-100%	$774	—	—	—
Ameriflex Group, Inc.	N/A	—	11	-11	-100%	$607	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	10	-10	-100%	$552	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	8	-8	-100%	$442	—	—	—
LRI Investments, LLC	N/A	—	7	-7	-100%	$387	—	—	—
Raffa Wealth Management, LLC	N/A	—	2	-2	-100%	$110	—	—	—
Ross\johnson & Associates LLC	N/A	—	1	-1	-100%	$55	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$88	—	—	—
Sachetta, LLC	N/A	—	1	-1	-100%	$56	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1	-1	-100%	$55	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

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