First Bancorp (FBNC)

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

Shares1,712,433 from 1,706,908

Change+5,525 (+0%)

Value$104.7M (-$4.5M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares1,089,903 from 1,096,960

Change-7,057 (-1%)

Value$66.6M (-$3.5M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares304,508 from 307,700

Change-3,192 (-1%)

Value$18.6M (-$1.1M)

Filed 2026-11-05

William Blair Investment Management, LLC

DECREASED

Shares252,457 from 309,385

Change-56,928 (-18%)

Value$15.4M (-$4.4M)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares197,714 from 252,670

Change-54,956 (-22%)

Value$12.1M (-$4.1M)

Filed 2026-11-02

Smith Salley Wealth Management

UNCHANGED

Shares110,644 from 110,644

Change0 (0%)

Value$6.8M (-$312.0K)

Filed 2026-11-03

Chatham Capital Group, Inc.

INCREASED

Shares83,469 from 83,169

Change+300 (+0%)

Value$5.1M (-$216.2K)

Filed 2026-10-16

Pinnacle Associates LTD

DECREASED

Shares62,268 from 62,695

Change-427 (-1%)

Value$3.8M (-$202.9K)

Filed 2026-10-20

DWM Financial Group, Inc.

INCREASED

Shares62,121 from 39,634

Change+22,487 (+57%)

Value$3.8M (+$1.8M)

Filed 2026-10-28

Russell Investments Group, Ltd.

DECREASED

Shares61,215 from 63,104

Change-1,889 (-3%)

Value$3.7M (-$293.3K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares40,123 from 43,081

Change-2,958 (-7%)

Value$2.5M (-$302.3K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares38,864 from 27,433

Change+11,431 (+42%)

Value$2.3M (+$573.3K)

Filed 2026-10-13

Great Lakes Advisors, LLC

DECREASED

Shares35,825 from 60,239

Change-24,414 (-41%)

Value$2.2M (-$1.7M)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares32,352 from 10,151

Change+22,201 (+219%)

Value$2.0M (+$1.3M)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares27,807 from 38,276

Change-10,469 (-27%)

Value$1.7M (-$747.7K)

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares26,315 from 27,170

Change-855 (-3%)

Value$1.6M (-$129.0K)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares26,161 from 34,698

Change-8,537 (-25%)

Value$1.6M (-$619.5K)

Filed 2026-11-06

Moody National Bank Trust Division

UNCHANGED

Shares22,682 from 22,682

Change0 (0%)

Value$1.4M (-$64.0K)

Filed 2026-10-06

Illinois Municipal Retirement Fund

DECREASED

Shares21,043 from 21,247

Change-204 (-1%)

Value$1.3M (-$72.4K)

Filed 2026-11-05

Davenport & Co LLC

INCREASED

Shares19,769 from 19,767

Change+2 (+0%)

Value$1.2M (-$55.7K)

Filed 2026-10-14

Creative Planning

DECREASED

Shares19,559 from 19,762

Change-203 (-1%)

Value$1.2M (-$68.1K)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

NEW

Shares18,258

Change+18,258

Value$1.1M

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares17,600 from 18,100

Change-500 (-3%)

Value$1.1M (-$81.6K)

Filed 2026-10-20

Truist Financial Corp

DECREASED

Shares17,441 from 18,441

Change-1,000 (-5%)

Value$1.1M (-$113.1K)

Filed 2026-10-30

Ironsides Asset Advisors, LLC

UNCHANGED

Shares12,572 from 12,572

Change0 (0%)

Value$768.3K (-$35.5K)

Filed 2026-10-20

Keybank National Association

INCREASED

Shares12,090 from 10,495

Change+1,595 (+15%)

Value$738.8K (+$67.9K)

Filed 2026-11-04

Three Magnolias Financial Advisors, LLC

NEW

Shares11,757

Change+11,757

Value$718.5K

Filed 2026-10-14

Arizona State Retirement System

INCREASED

Shares11,652 from 11,432

Change+220 (+2%)

Value$712.1K (-$18.8K)

Filed 2026-11-03

CrossGen Wealth, LLC

UNCHANGED

Shares11,138 from 11,138

Change0 (0%)

Value$680.6K (-$31.4K)

Filed 2026-10-30

SeaCrest Wealth Management, LLC

UNCHANGED

Shares11,035 from 11,035

Change0 (0%)

Value$674.3K (-$31.1K)

Filed 2026-10-21

Amalgamated Bank

DECREASED

Shares10,713 from 11,101

Change-388 (-3%)

Value$655.0K (-$55.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares10,424 from 11,034

Change-610 (-6%)

Value$637.0K (-$68.4K)

Filed 2026-10-22

Fiduciary Alliance LLC

UNCHANGED

Shares9,975 from 9,975

Change0 (0%)

Value$609.6K (-$28.1K)

Filed 2026-10-13

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares9,748 from 9,811

Change-63 (-1%)

Value$595.7K (-$31.5K)

Filed 2026-11-03

Maryland State Retirement & Pension System

INCREASED

Shares9,328 from 6,058

Change+3,270 (+54%)

Value$570.0K (+$182.7K)

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares9,264 from 9,432

Change-168 (-2%)

Value$566.1K (-$36.9K)

Filed 2026-10-30

Fifth Third Bancorp

DECREASED

Shares8,447 from 8,989

Change-542 (-6%)

Value$516.2K (-$58.4K)

Filed 2026-11-05

Continental Advisors LLC

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$488.9K (-$22.6K)

Filed 2026-10-13

New York State Teachers Retirement System

UNCHANGED

Shares7,755 from 7,755

Change0 (0%)

Value$474.0K (-$22.0K)

Filed 2026-10-22

Princeton Capital Management LLC

DECREASED

Shares7,500 from 8,000

Change-500 (-6%)

Value$458.3K (-$53.1K)

Filed 2026-10-27

State of Alaska, Department of Revenue

DECREASED

Shares6,951 from 15,366

Change-8,415 (-55%)

Value$424.0K (-$558.0K)

Filed 2026-10-15

Carolina Wealth Management Inc

UNCHANGED

Shares6,586 from 6,586

Change0 (0%)

Value$402.5K (-$18.6K)

Filed 2026-10-29

Pictet Asset Management Holding SA

UNCHANGED

Shares6,446 from 6,446

Change0 (0%)

Value$393.9K (-$18.2K)

Filed 2026-11-03

First Citizens Bank & Trust Co

UNCHANGED

Shares6,351 from 6,351

Change0 (0%)

Value$388.1K (-$17.9K)

Filed 2026-10-14

Hardin Capital Partners, LLC

DECREASED

Shares6,015 from 6,215

Change-200 (-3%)

Value$367.6K (-$31.3K)

Filed 2026-10-09

Pinnacle Wealth Management Advisory Group, LLC

INCREASED

Shares5,842 from 5,795

Change+47 (+1%)

Value$357.0K (-$13.5K)

Filed 2026-10-23

ProShare Advisors LLC

DECREASED

Shares5,618 from 5,844

Change-226 (-4%)

Value$343.3K (-$30.3K)

Filed 2026-10-29

Contravisory Investment Management, Inc.

INCREASED

Shares5,588 from 4,786

Change+802 (+17%)

Value$341.5K (+$35.5K)

Filed 2026-10-13

Mutual of America Capital Management LLC

DECREASED

Shares4,721 from 4,739

Change-18 (0%)

Value$288.5K (-$14.5K)

Filed 2026-10-23

ZWJ Investment Counsel Inc

INCREASED

Shares4,471 from 4,320

Change+151 (+4%)

Value$273.2K (-$3.0K)

Filed 2026-10-15

Abel Hall, LLC

INCREASED

Shares4,371 from 4,364

Change+7 (+0%)

Value$267.1K (-$11.9K)

Filed 2026-10-19

Xponance LLC

DECREASED

Shares3,837 from 3,929

Change-92 (-2%)

Value$234.5K (-$16.7K)

Filed 2026-11-03

Savant Capital, LLC

INCREASED

Shares3,829 from 3,666

Change+163 (+4%)

Value$234.0K (-$376)

Filed 2026-11-06

Quadrant Capital Group LLC

UNCHANGED

Shares3,560 from 3,560

Change0 (0%)

Value$213.1K (-$14.5K)

Filed 2026-10-20

Concurrent Investment Advisors, LLC

DECREASED

Shares3,526 from 3,613

Change-87 (-2%)

Value$215.5K (-$15.5K)

Filed 2026-10-16

Profund Advisors LLC

DECREASED

Shares3,331 from 3,525

Change-194 (-5%)

Value$203.6K (-$21.8K)

Filed 2026-10-29

Gamma Investing LLC

INCREASED

Shares2,395 from 2,334

Change+61 (+3%)

Value$146.4K (-$2.9K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares2,088 from 2,065

Change+23 (+1%)

Value$127.6K (-$4.4K)

Filed 2026-10-27

KBC Group NV

UNCHANGED

Shares1,726 from 1,726

Change0 (0%)

Value$105.0K (-$5.0K)

Filed 2026-10-22

Blue Trust, Inc.

UNCHANGED

Shares1,677 from 1,677

Change0 (0%)

Value$102.5K (-$4.7K)

Filed 2026-10-15

Parkside Financial Bank & Trust

INCREASED

Shares1,647 from 1,507

Change+140 (+9%)

Value$100.6K (+$4.3K)

Filed 2026-10-27

Signaturefd, LLC

UNCHANGED

Shares1,345 from 1,345

Change0 (0%)

Value$82.2K (-$3.8K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

INCREASED

Shares1,188 from 1,172

Change+16 (+1%)

Value$72.6K (-$2.3K)

Filed 2026-11-06

Valley National Advisers Inc

INCREASED

Shares1,009 from 999

Change+10 (+1%)

Value$61.7K (-$2.2K)

Filed 2026-10-23

Sterling Capital Management LLC

DECREASED

Shares802 from 825

Change-23 (-3%)

Value$49.0K (-$3.7K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares750 from 742

Change+8 (+1%)

Value$46.0K (-$1.6K)

Filed 2026-10-20

Versant Capital Management, Inc

INCREASED

Shares672 from 635

Change+37 (+6%)

Value$41.1K (+$470)

Filed 2026-10-02

USA Financial Formulas

NEW

Shares658

Change+658

Value$40.2K

Filed 2026-10-16

Salomon & Ludwin, LLC

UNCHANGED

Shares626 from 626

Change0 (0%)

Value$38.3K (-$2.7K)

Filed 2026-10-29

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares529 from 529

Change0 (0%)

Value$32.3K (-$1.5K)

Filed 2026-11-05

Quest 10 Wealth Builders, Inc.

DECREASED

Shares392 from 415

Change-23 (-6%)

Value$24.0K (-$2.6K)

Filed 2026-11-02

MTM Investment Management, LLC

UNCHANGED

Shares364 from 364

Change0 (0%)

Value$22.2K (-$1.0K)

Filed 2026-10-30

KFG LLC

NEW

Shares356

Change+356

Value$21.8K

Filed 2026-11-02

First Horizon Corp

DECREASED

Shares356 from 622

Change-266 (-43%)

Value$21.8K (-$18.0K)

Filed 2026-10-26

Acumen Wealth Advisors, LLC

UNCHANGED

Shares338 from 338

Change0 (0%)

Value$20.7K (-$953)

Filed 2026-11-05

Assetmark, Inc

UNCHANGED

Shares316 from 316

Change0 (0%)

Value$19.3K (-$891)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares255 from 255

Change0 (0%)

Value$15.6K (-$719)

Filed 2026-11-05

SJS Investment Consulting Inc.

DECREASED

Shares249 from 276

Change-27 (-10%)

Value$15.2K (-$2.4K)

Filed 2026-10-26

Larson Financial Group LLC

INCREASED

Shares232 from 208

Change+24 (+12%)

Value$14.2K (+$881)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares200 from 198

Change+2 (+1%)

Value$12.2K (-$436)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares196 from 144

Change+52 (+36%)

Value$12.0K (+$2.8K)

Filed 2026-10-08

Laurel Wealth Advisors LLC

NEW

Shares175

Change+175

Value$10.7K

Filed 2026-10-27

Allworth Financial LP

UNCHANGED

Shares174 from 174

Change0 (0%)

Value$11.1K ($0)

Filed 2026-11-06

UMB Bank, n.a.

UNCHANGED

Shares169 from 169

Change0 (0%)

Value$10.3K (-$476)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares100

Change+100

Value$6.1K

Filed 2026-10-21

Clearstead Advisors, LLC

INCREASED

Shares82 from 70

Change+12 (+17%)

Value$5.0K (+$536)

Filed 2026-11-06

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$4.6K (-$215)

Filed 2026-10-05

High Note Wealth, LLC

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$3.4K (-$155)

Filed 2026-10-27

Parallel Advisors, LLC

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$3.3K (-$189)

Filed 2026-11-03

UMB Private Wealth Management, LLC

NEW

Shares47

Change+47

Value$2.9K

Filed 2026-10-19

Private Wealth Management Group, LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$2.7K (-$124)

Filed 2026-10-19

CX Institutional

NEW

Shares42

Change+42

Value$3

Filed 2026-10-02

Farmers & Merchants Investments Inc

INCREASED

Shares39 from 24

Change+15 (+63%)

Value$2.4K (+$849)

Filed 2026-10-22

City Holding Co

NEW

Shares25

Change+25

Value$1.5K

Filed 2026-10-19

Bare Financial Services, Inc

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.5K (-$71)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.3K (-$60)

Filed 2026-10-16

Clark Wealth Partners

NEW

Shares20

Change+20

Value$1.2K

Filed 2026-10-19

Bell Investment Advisors, Inc

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$856 (-$40)

Filed 2026-10-29

Covestor Ltd

DECREASED

Shares6 from 10

Change-4 (-40%)

Value$0 (-$1)

Filed 2026-10-30

JFS Wealth Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$369 (-$17)

Filed 2026-11-03

Davis Capital Management

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$244 (+$116)

Filed 2026-10-08

Financial Consulate, Inc

NEW

Shares3

Change+3

Value$184

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

DECREASED

Shares3 from 5

Change-2 (-40%)

Value$183 (-$137)

Filed 2026-10-29

Gilpin Wealth Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$184 (-$8)

Filed 2026-10-09

GHP Investment Advisors, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$123 (-$5)

Filed 2026-10-15

Essential Partners LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$61 (-$3)

Filed 2026-10-14

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$64 ($0)

Filed 2026-10-30

Wesbanco Bank Inc

CLOSED

Shares0 from 60,108

Change-60,108 (-100%)

Value$0 (-$3.8M)

Filed 2026-11-04

Modera Wealth Management, LLC

CLOSED

Shares0 from 12,351

Change-12,351 (-100%)

Value$0 (-$789.6K)

Filed 2026-10-28

LongView Wealth Management

CLOSED

Shares0 from 3,211

Change-3,211 (-100%)

Value$0 (-$205.3K)

Filed 2026-10-19

Salem Investment Counselors Inc

CLOSED

Shares0 from 2,547

Change-2,547 (-100%)

Value$0 (-$163.4K)

Filed 2026-10-13

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$256)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 5,949,433

Change-5,949,433 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,698,447

Change-3,698,447 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,174,048

Change-2,174,048 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,834,639

Change-1,834,639 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,679,672

Change-1,679,672 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,220,535

Change-1,220,535 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 1,138,275

Change-1,138,275 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 953,287

Change-953,287 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 848,751

Change-848,751 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 785,261

Change-785,261 (-100%)

Value—

Boston Partners

N/A

Shares— from 615,754

Change-615,754 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 602,554

Change-602,554 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 530,248

Change-530,248 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 527,926

Change-527,926 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 482,452

Change-482,452 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 468,079

Change-468,079 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 420,796

Change-420,796 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 401,106

Change-401,106 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 364,017

Change-364,017 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 319,458

Change-319,458 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 286,798

Change-286,798 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 275,565

Change-275,565 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 242,813

Change-242,813 (-100%)

Value—

UBS Group AG

N/A

Shares— from 194,902

Change-194,902 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 186,587

Change-186,587 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 172,829

Change-172,829 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 142,254

Change-142,254 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 129,851

Change-129,851 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 123,266

Change-123,266 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 119,089

Change-119,089 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 112,664

Change-112,664 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 102,070

Change-102,070 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 95,355

Change-95,355 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 90,616

Change-90,616 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 83,100

Change-83,100 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 83,090

Change-83,090 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 80,642

Change-80,642 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 79,902

Change-79,902 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 73,560

Change-73,560 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 71,779

Change-71,779 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 69,089

Change-69,089 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 68,986

Change-68,986 (-100%)

Value—

Martin & Co Inc

N/A

Shares— from 67,414

Change-67,414 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 65,119

Change-65,119 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 62,717

Change-62,717 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 62,033

Change-62,033 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 61,635

Change-61,635 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 56,997

Change-56,997 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 50,780

Change-50,780 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 49,150

Change-49,150 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 47,380

Change-47,380 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 44,216

Change-44,216 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 43,122

Change-43,122 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 40,267

Change-40,267 (-100%)

Value—

Cascades Capital Asset Management, LLC

N/A

Shares— from 34,679

Change-34,679 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 31,122

Change-31,122 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 30,830

Change-30,830 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 30,439

Change-30,439 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 28,573

Change-28,573 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 28,282

Change-28,282 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 26,952

Change-26,952 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 26,819

Change-26,819 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 23,831

Change-23,831 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 22,098

Change-22,098 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,727

Change-21,727 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 21,511

Change-21,511 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 21,454

Change-21,454 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 20,920

Change-20,920 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 20,320

Change-20,320 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 20,167

Change-20,167 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 20,069

Change-20,069 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 18,854

Change-18,854 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 18,768

Change-18,768 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 17,825

Change-17,825 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 17,567

Change-17,567 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 16,431

Change-16,431 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 15,505

Change-15,505 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 14,836

Change-14,836 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 14,071

Change-14,071 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 14,000

Change-14,000 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 13,189

Change-13,189 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 12,393

Change-12,393 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 12,075

Change-12,075 (-100%)

Value—

Stephens Inc

N/A

Shares— from 12,075

Change-12,075 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 11,868

Change-11,868 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 11,643

Change-11,643 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 11,618

Change-11,618 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 11,413

Change-11,413 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 11,366

Change-11,366 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 11,283

Change-11,283 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,990

Change-10,990 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 10,544

Change-10,544 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 10,396

Change-10,396 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 10,200

Change-10,200 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 9,361

Change-9,361 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 9,269

Change-9,269 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 9,100

Change-9,100 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 9,008

Change-9,008 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 8,204

Change-8,204 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 7,904

Change-7,904 (-100%)

Value—

Novare Capital Management LLC

N/A

Shares— from 7,565

Change-7,565 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,855

Change-6,855 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 6,711

Change-6,711 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 6,206

Change-6,206 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 6,062

Change-6,062 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,992

Change-5,992 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 5,973

Change-5,973 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 5,870

Change-5,870 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 5,789

Change-5,789 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 5,505

Change-5,505 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 5,484

Change-5,484 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,198

Change-5,198 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 4,493

Change-4,493 (-100%)

Value—

Blair William & Co

N/A

Shares— from 4,229

Change-4,229 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,184

Change-4,184 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 3,779

Change-3,779 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,715

Change-3,715 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,526

Change-3,526 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,406

Change-3,406 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 3,396

Change-3,396 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 3,211

Change-3,211 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,154

Change-3,154 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 2,745

Change-2,745 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 2,170

Change-2,170 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 823

Change-823 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 555

Change-555 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 516

Change-516 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 485

Change-485 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 414

Change-414 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 368

Change-368 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 285

Change-285 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 234

Change-234 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 156

Change-156 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 33

Change-33 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,712,433	1,706,908	+5,525	+0%	$109.1M	$104.7M	-$4.5M	2026-11-04
Geode Capital Management, LLC	DECREASED	1,089,903	1,096,960	-7,057	-1%	$70.1M	$66.6M	-$3.5M	2026-11-06
Bank of New York Mellon Corp	DECREASED	304,508	307,700	-3,192	-1%	$19.7M	$18.6M	-$1.1M	2026-11-05
William Blair Investment Management, LLC	DECREASED	252,457	309,385	-56,928	-18%	$19.8M	$15.4M	-$4.4M	2026-11-06
Principal Financial Group Inc	DECREASED	197,714	252,670	-54,956	-22%	$16.2M	$12.1M	-$4.1M	2026-11-02
Smith Salley Wealth Management	UNCHANGED	110,644	110,644	0	0%	$7.1M	$6.8M	-$312.0K	2026-11-03
Chatham Capital Group, Inc.	INCREASED	83,469	83,169	+300	+0%	$5.3M	$5.1M	-$216.2K	2026-10-16
Pinnacle Associates LTD	DECREASED	62,268	62,695	-427	-1%	$4.0M	$3.8M	-$202.9K	2026-10-20
DWM Financial Group, Inc.	INCREASED	62,121	39,634	+22,487	+57%	$2.0M	$3.8M	+$1.8M	2026-10-28
Russell Investments Group, Ltd.	DECREASED	61,215	63,104	-1,889	-3%	$4.0M	$3.7M	-$293.3K	2026-11-06
Deutsche Bank Ag\	DECREASED	40,123	43,081	-2,958	-7%	$2.8M	$2.5M	-$302.3K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	38,864	27,433	+11,431	+42%	$1.7M	$2.3M	+$573.3K	2026-10-13
Great Lakes Advisors, LLC	DECREASED	35,825	60,239	-24,414	-41%	$3.9M	$2.2M	-$1.7M	2026-11-06
Barclays PLC	INCREASED	32,352	10,151	+22,201	+219%	$649.0K	$2.0M	+$1.3M	2026-11-06
Citigroup Inc	DECREASED	27,807	38,276	-10,469	-27%	$2.4M	$1.7M	-$747.7K	2026-11-04
Thrivent Financial for Lutherans	DECREASED	26,315	27,170	-855	-3%	$1.7M	$1.6M	-$129.0K	2026-11-05
LPL Financial LLC	DECREASED	26,161	34,698	-8,537	-25%	$2.2M	$1.6M	-$619.5K	2026-11-06
Moody National Bank Trust Division	UNCHANGED	22,682	22,682	0	0%	$1.5M	$1.4M	-$64.0K	2026-10-06
Illinois Municipal Retirement Fund	DECREASED	21,043	21,247	-204	-1%	$1.4M	$1.3M	-$72.4K	2026-11-05
Davenport & Co LLC	INCREASED	19,769	19,767	+2	+0%	$1.3M	$1.2M	-$55.7K	2026-10-14
Creative Planning	DECREASED	19,559	19,762	-203	-1%	$1.3M	$1.2M	-$68.1K	2026-11-02
State of New Jersey Common Pension Fund D	NEW	18,258	—	+18,258	—	—	$1.1M	—	2026-11-05
Louisiana State Employees Retirement System	DECREASED	17,600	18,100	-500	-3%	$1.2M	$1.1M	-$81.6K	2026-10-20
Truist Financial Corp	DECREASED	17,441	18,441	-1,000	-5%	$1.2M	$1.1M	-$113.1K	2026-10-30
Ironsides Asset Advisors, LLC	UNCHANGED	12,572	12,572	0	0%	$803.7K	$768.3K	-$35.5K	2026-10-20
Keybank National Association	INCREASED	12,090	10,495	+1,595	+15%	$671.0K	$738.8K	+$67.9K	2026-11-04
Three Magnolias Financial Advisors, LLC	NEW	11,757	—	+11,757	—	—	$718.5K	—	2026-10-14
Arizona State Retirement System	INCREASED	11,652	11,432	+220	+2%	$730.8K	$712.1K	-$18.8K	2026-11-03
CrossGen Wealth, LLC	UNCHANGED	11,138	11,138	0	0%	$712.1K	$680.6K	-$31.4K	2026-10-30
SeaCrest Wealth Management, LLC	UNCHANGED	11,035	11,035	0	0%	$705.5K	$674.3K	-$31.1K	2026-10-21
Amalgamated Bank	DECREASED	10,713	11,101	-388	-3%	$710.0K	$655.0K	-$55.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	10,424	11,034	-610	-6%	$705.4K	$637.0K	-$68.4K	2026-10-22
Fiduciary Alliance LLC	UNCHANGED	9,975	9,975	0	0%	$637.7K	$609.6K	-$28.1K	2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	9,748	9,811	-63	-1%	$627.2K	$595.7K	-$31.5K	2026-11-03
Maryland State Retirement & Pension System	INCREASED	9,328	6,058	+3,270	+54%	$387.3K	$570.0K	+$182.7K	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	9,264	9,432	-168	-2%	$603.0K	$566.1K	-$36.9K	2026-10-30
Fifth Third Bancorp	DECREASED	8,447	8,989	-542	-6%	$574.7K	$516.2K	-$58.4K	2026-11-05
Continental Advisors LLC	UNCHANGED	8,000	8,000	0	0%	$511.4K	$488.9K	-$22.6K	2026-10-13
New York State Teachers Retirement System	UNCHANGED	7,755	7,755	0	0%	$496.0K	$474.0K	-$22.0K	2026-10-22
Princeton Capital Management LLC	DECREASED	7,500	8,000	-500	-6%	$511.4K	$458.3K	-$53.1K	2026-10-27
State of Alaska, Department of Revenue	DECREASED	6,951	15,366	-8,415	-55%	$982.0K	$424.0K	-$558.0K	2026-10-15
Carolina Wealth Management Inc	UNCHANGED	6,586	6,586	0	0%	$421.0K	$402.5K	-$18.6K	2026-10-29
Pictet Asset Management Holding SA	UNCHANGED	6,446	6,446	0	0%	$412.1K	$393.9K	-$18.2K	2026-11-03
First Citizens Bank & Trust Co	UNCHANGED	6,351	6,351	0	0%	$406.0K	$388.1K	-$17.9K	2026-10-14
Hardin Capital Partners, LLC	DECREASED	6,015	6,215	-200	-3%	$398.9K	$367.6K	-$31.3K	2026-10-09
Pinnacle Wealth Management Advisory Group, LLC	INCREASED	5,842	5,795	+47	+1%	$370.5K	$357.0K	-$13.5K	2026-10-23
ProShare Advisors LLC	DECREASED	5,618	5,844	-226	-4%	$373.6K	$343.3K	-$30.3K	2026-10-29
Contravisory Investment Management, Inc.	INCREASED	5,588	4,786	+802	+17%	$306.0K	$341.5K	+$35.5K	2026-10-13
Mutual of America Capital Management LLC	DECREASED	4,721	4,739	-18	0%	$303.0K	$288.5K	-$14.5K	2026-10-23
ZWJ Investment Counsel Inc	INCREASED	4,471	4,320	+151	+4%	$276.2K	$273.2K	-$3.0K	2026-10-15
Abel Hall, LLC	INCREASED	4,371	4,364	+7	+0%	$279.0K	$267.1K	-$11.9K	2026-10-19
Xponance LLC	DECREASED	3,837	3,929	-92	-2%	$251.2K	$234.5K	-$16.7K	2026-11-03
Savant Capital, LLC	INCREASED	3,829	3,666	+163	+4%	$234.4K	$234.0K	-$376	2026-11-06
Quadrant Capital Group LLC	UNCHANGED	3,560	3,560	0	0%	$227.6K	$213.1K	-$14.5K	2026-10-20
Concurrent Investment Advisors, LLC	DECREASED	3,526	3,613	-87	-2%	$231.0K	$215.5K	-$15.5K	2026-10-16
Profund Advisors LLC	DECREASED	3,331	3,525	-194	-5%	$225.4K	$203.6K	-$21.8K	2026-10-29
Gamma Investing LLC	INCREASED	2,395	2,334	+61	+3%	$149.2K	$146.4K	-$2.9K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	INCREASED	2,088	2,065	+23	+1%	$132.0K	$127.6K	-$4.4K	2026-10-27
KBC Group NV	UNCHANGED	1,726	1,726	0	0%	$110.0K	$105.0K	-$5.0K	2026-10-22
Blue Trust, Inc.	UNCHANGED	1,677	1,677	0	0%	$107.2K	$102.5K	-$4.7K	2026-10-15
Parkside Financial Bank & Trust	INCREASED	1,647	1,507	+140	+9%	$96.3K	$100.6K	+$4.3K	2026-10-27
Signaturefd, LLC	UNCHANGED	1,345	1,345	0	0%	$86.0K	$82.2K	-$3.8K	2026-10-23
PNC Financial Services Group, Inc.	INCREASED	1,188	1,172	+16	+1%	$74.9K	$72.6K	-$2.3K	2026-11-06
Valley National Advisers Inc	INCREASED	1,009	999	+10	+1%	$63.9K	$61.7K	-$2.2K	2026-10-23
Sterling Capital Management LLC	DECREASED	802	825	-23	-3%	$52.7K	$49.0K	-$3.7K	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	750	742	+8	+1%	$47.6K	$46.0K	-$1.6K	2026-10-20
Versant Capital Management, Inc	INCREASED	672	635	+37	+6%	$40.6K	$41.1K	+$470	2026-10-02
USA Financial Formulas	NEW	658	—	+658	—	—	$40.2K	—	2026-10-16
Salomon & Ludwin, LLC	UNCHANGED	626	626	0	0%	$40.9K	$38.3K	-$2.7K	2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	529	529	0	0%	$33.8K	$32.3K	-$1.5K	2026-11-05
Quest 10 Wealth Builders, Inc.	DECREASED	392	415	-23	-6%	$26.5K	$24.0K	-$2.6K	2026-11-02
MTM Investment Management, LLC	UNCHANGED	364	364	0	0%	$23.3K	$22.2K	-$1.0K	2026-10-30
KFG LLC	NEW	356	—	+356	—	—	$21.8K	—	2026-11-02
First Horizon Corp	DECREASED	356	622	-266	-43%	$39.8K	$21.8K	-$18.0K	2026-10-26
Acumen Wealth Advisors, LLC	UNCHANGED	338	338	0	0%	$21.7K	$20.7K	-$953	2026-11-05
Assetmark, Inc	UNCHANGED	316	316	0	0%	$20.2K	$19.3K	-$891	2026-10-21
US Bancorp \de\	UNCHANGED	255	255	0	0%	$16.3K	$15.6K	-$719	2026-11-05
SJS Investment Consulting Inc.	DECREASED	249	276	-27	-10%	$17.6K	$15.2K	-$2.4K	2026-10-26
Larson Financial Group LLC	INCREASED	232	208	+24	+12%	$13.3K	$14.2K	+$881	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	200	198	+2	+1%	$12.7K	$12.2K	-$436	2026-11-04
Farther Finance Advisors, LLC	INCREASED	196	144	+52	+36%	$9.2K	$12.0K	+$2.8K	2026-10-08
Laurel Wealth Advisors LLC	NEW	175	—	+175	—	—	$10.7K	—	2026-10-27
Allworth Financial LP	UNCHANGED	174	174	0	0%	$11.1K	$11.1K	$0	2026-11-06
UMB Bank, n.a.	UNCHANGED	169	169	0	0%	$10.8K	$10.3K	-$476	2026-11-06
Root Financial Partners, LLC	NEW	100	—	+100	—	—	$6.1K	—	2026-10-21
Clearstead Advisors, LLC	INCREASED	82	70	+12	+17%	$4.5K	$5.0K	+$536	2026-11-06
MassMutual Private Wealth & Trust, FSB	UNCHANGED	76	76	0	0%	$4.9K	$4.6K	-$215	2026-10-05
High Note Wealth, LLC	UNCHANGED	55	55	0	0%	$3.5K	$3.4K	-$155	2026-10-27
Parallel Advisors, LLC	UNCHANGED	54	54	0	0%	$3.5K	$3.3K	-$189	2026-11-03
UMB Private Wealth Management, LLC	NEW	47	—	+47	—	—	$2.9K	—	2026-10-19
Private Wealth Management Group, LLC	UNCHANGED	44	44	0	0%	$2.8K	$2.7K	-$124	2026-10-19
CX Institutional	NEW	42	—	+42	—	—	$3	—	2026-10-02
Farmers & Merchants Investments Inc	INCREASED	39	24	+15	+63%	$1.5K	$2.4K	+$849	2026-10-22
City Holding Co	NEW	25	—	+25	—	—	$1.5K	—	2026-10-19
Bare Financial Services, Inc	UNCHANGED	25	25	0	0%	$1.6K	$1.5K	-$71	2026-11-04
IFP Advisors, Inc	UNCHANGED	21	21	0	0%	$1.3K	$1.3K	-$60	2026-10-16
Clark Wealth Partners	NEW	20	—	+20	—	—	$1.2K	—	2026-10-19
Bell Investment Advisors, Inc	UNCHANGED	14	14	0	0%	$896	$856	-$40	2026-10-29
Covestor Ltd	DECREASED	6	10	-4	-40%	$1	$0	-$1	2026-10-30
JFS Wealth Advisors, LLC	UNCHANGED	6	6	0	0%	$386	$369	-$17	2026-11-03
Davis Capital Management	INCREASED	4	2	+2	+100%	$128	$244	+$116	2026-10-08
Financial Consulate, Inc	NEW	3	—	+3	—	—	$184	—	2026-10-23
Caitong International Asset Management Co., Ltd	DECREASED	3	5	-2	-40%	$320	$183	-$137	2026-10-29
Gilpin Wealth Management, LLC	UNCHANGED	3	3	0	0%	$192	$184	-$8	2026-10-09
GHP Investment Advisors, Inc.	UNCHANGED	2	2	0	0%	$128	$123	-$5	2026-10-15
Essential Partners LLC	UNCHANGED	1	1	0	0%	$64	$61	-$3	2026-10-14
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$64	$64	$0	2026-10-30
Wesbanco Bank Inc	CLOSED	0	60,108	-60,108	-100%	$3.8M	$0	-$3.8M	2026-11-04
Modera Wealth Management, LLC	CLOSED	0	12,351	-12,351	-100%	$789.6K	$0	-$789.6K	2026-10-28
LongView Wealth Management	CLOSED	0	3,211	-3,211	-100%	$205.3K	$0	-$205.3K	2026-10-19
Salem Investment Counselors Inc	CLOSED	0	2,547	-2,547	-100%	$163.4K	$0	-$163.4K	2026-10-13
Plante Moran Financial Advisors, LLC	CLOSED	0	4	-4	-100%	$256	$0	-$256	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-06
BlackRock, Inc.	N/A	—	5,949,433	-5,949,433	-100%	$380.3M	—	—	—
FMR LLC	N/A	—	3,698,447	-3,698,447	-100%	$236.4M	—	—	—
State Street Corp	N/A	—	2,174,048	-2,174,048	-100%	$139.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,834,639	-1,834,639	-100%	$117.3M	—	—	—
Franklin Resources Inc	N/A	—	1,679,672	-1,679,672	-100%	$107.4M	—	—	—
Ameriprise Financial Inc	N/A	—	1,220,535	-1,220,535	-100%	$78.0M	—	—	—
Westwood Holdings Group Inc	N/A	—	1,138,275	-1,138,275	-100%	$72.8M	—	—	—
Nomura Asset Management International Inc.	N/A	—	953,287	-953,287	-100%	$60.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	848,751	-848,751	-100%	$54.3M	—	—	—
Jennison Associates LLC	N/A	—	785,261	-785,261	-100%	$50.2M	—	—	—
Boston Partners	N/A	—	615,754	-615,754	-100%	$39.4M	—	—	—
Schroder Investment Management Group	N/A	—	602,554	-602,554	-100%	$38.4M	—	—	—
Alliancebernstein L.P.	N/A	—	530,248	-530,248	-100%	$29.9M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	527,926	-527,926	-100%	$33.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	482,452	-482,452	-100%	$30.8M	—	—	—
Northern Trust Corp	N/A	—	468,079	-468,079	-100%	$29.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	420,796	-420,796	-100%	$27.0M	—	—	—
Invesco Ltd.	N/A	—	401,106	-401,106	-100%	$25.6M	—	—	—
Morgan Stanley	N/A	—	364,017	-364,017	-100%	$23.3M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	319,458	-319,458	-100%	$20.4M	—	—	—
Loomis Sayles & Co L P	N/A	—	286,798	-286,798	-100%	$18.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	275,565	-275,565	-100%	$17.6M	—	—	—
Victory Capital Management Inc	N/A	—	242,813	-242,813	-100%	$15.5M	—	—	—
UBS Group AG	N/A	—	194,902	-194,902	-100%	$12.5M	—	—	—
Bank of America Corp	N/A	—	186,587	-186,587	-100%	$11.9M	—	—	—
Wellington Management Group LLP	N/A	—	172,829	-172,829	-100%	$11.0M	—	—	—
Public Sector Pension Investment Board	N/A	—	142,254	-142,254	-100%	$9.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	129,851	-129,851	-100%	$8.3M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	123,266	-123,266	-100%	$7.9M	—	—	—
Founders Financial Alliance, LLC	N/A	—	119,089	-119,089	-100%	$7.6M	—	—	—
American Century Companies Inc	N/A	—	112,664	-112,664	-100%	$7.2M	—	—	—
Rhumbline Advisers	N/A	—	102,070	-102,070	-100%	$6.5M	—	—	—
Nuveen, LLC	N/A	—	95,355	-95,355	-100%	$6.1M	—	—	—
Legal & General Group Plc	N/A	—	90,616	-90,616	-100%	$5.8M	—	—	—
Swiss National Bank	N/A	—	83,100	-83,100	-100%	$5.3M	—	—	—
Peregrine Capital Management LLC	N/A	—	83,090	-83,090	-100%	$5.3M	—	—	—
Citadel Advisors LLC	N/A	—	80,642	-80,642	-100%	$5.2M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	79,902	-79,902	-100%	$5.1M	—	—	—
Raymond James Financial Inc	N/A	—	73,560	-73,560	-100%	$4.7M	—	—	—
SEI Investments Co	N/A	—	71,779	-71,779	-100%	$4.6M	—	—	—
Gabelli Funds LLC	N/A	—	69,089	-69,089	-100%	$4.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	68,986	-68,986	-100%	$4.4M	—	—	—
Martin & Co Inc	N/A	—	67,414	-67,414	-100%	$4.3M	—	—	—
Panagora Asset Management Inc	N/A	—	65,119	-65,119	-100%	$4.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	62,717	-62,717	-100%	$4.0M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	62,033	-62,033	-100%	$4.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	61,635	-61,635	-100%	$3.9M	—	—	—
Wells Fargo & Company	N/A	—	56,997	-56,997	-100%	$3.6M	—	—	—
JPMorgan Chase & Co	N/A	—	50,780	-50,780	-100%	$3.4M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	49,150	-49,150	-100%	$3.1M	—	—	—
California State Teachers Retirement System	N/A	—	47,380	-47,380	-100%	$3.0M	—	—	—
Captrust Financial Advisors	N/A	—	44,216	-44,216	-100%	$2.8M	—	—	—
Prudential Financial Inc	N/A	—	43,122	-43,122	-100%	$2.8M	—	—	—
Natixis Advisors, LLC	N/A	—	40,267	-40,267	-100%	$2.6M	—	—	—
Cascades Capital Asset Management, LLC	N/A	—	34,679	-34,679	-100%	$2.2M	—	—	—
Canada Life Assurance Co	N/A	—	31,122	-31,122	-100%	$2.0M	—	—	—
Hantz Financial Services, Inc.	N/A	—	30,830	-30,830	-100%	$2.0M	—	—	—
Marshall Wace, LLP	N/A	—	30,439	-30,439	-100%	$1.9M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	28,573	-28,573	-100%	$1.8M	—	—	—
First Trust Advisors LP	N/A	—	28,282	-28,282	-100%	$1.8M	—	—	—
XTX Topco Ltd	N/A	—	26,952	-26,952	-100%	$1.7M	—	—	—
AQR Capital Management LLC	N/A	—	26,819	-26,819	-100%	$1.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	23,831	-23,831	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	22,098	-22,098	-100%	$1.4M	—	—	—
Royal Bank of Canada	N/A	—	21,727	-21,727	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	21,511	-21,511	-100%	$1.4M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	21,454	-21,454	-100%	$1.4M	—	—	—
Federated Hermes, Inc.	N/A	—	20,920	-20,920	-100%	$1.3M	—	—	—
Squarepoint Ops LLC	N/A	—	20,320	-20,320	-100%	$1.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	20,167	-20,167	-100%	$1.3M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	20,069	-20,069	-100%	$1.3M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	18,854	-18,854	-100%	$1.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	18,768	-18,768	-100%	$1.2M	—	—	—
Rafferty Asset Management, LLC	N/A	—	17,825	-17,825	-100%	$1.1M	—	—	—
Jupiter Topco LLC	N/A	—	17,567	-17,567	-100%	$1.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	16,431	-16,431	-100%	$1.1M	—	—	—
State of Wisconsin Investment Board	N/A	—	15,505	-15,505	-100%	$991.2K	—	—	—
New York State Common Retirement Fund	N/A	—	14,836	-14,836	-100%	$948.5K	—	—	—
one8zero8, LLC	N/A	—	14,071	-14,071	-100%	$899.6K	—	—	—
Royce & Associates LP	N/A	—	14,000	-14,000	-100%	$895.0K	—	—	—
SouthState Bank Corp	N/A	—	13,189	-13,189	-100%	$843.2K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	12,393	-12,393	-100%	$792.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	12,075	-12,075	-100%	$772.0K	—	—	—
Stephens Inc	N/A	—	12,075	-12,075	-100%	$772.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	11,868	-11,868	-100%	$758.7K	—	—	—
Two Sigma Investments, LP	N/A	—	11,643	-11,643	-100%	$744.3K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	11,618	-11,618	-100%	$742.7K	—	—	—
HighTower Advisors, LLC	N/A	—	11,413	-11,413	-100%	$729.6K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	11,366	-11,366	-100%	$726.6K	—	—	—
Cetera Investment Advisers	N/A	—	11,283	-11,283	-100%	$721.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,990	-10,990	-100%	$702.6K	—	—	—
Handelsbanken Fonder AB	N/A	—	10,544	-10,544	-100%	$674	—	—	—
BNP Paribas Financial Markets	N/A	—	10,396	-10,396	-100%	$664.6K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	10,200	-10,200	-100%	$652.0K	—	—	—
SG Americas Securities, LLC	N/A	—	9,361	-9,361	-100%	$598.0K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	9,269	-9,269	-100%	$592.6K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	9,100	-9,100	-100%	$583.6K	—	—	—
Intech Investment Management LLC	N/A	—	9,008	-9,008	-100%	$575.9K	—	—	—
Colonial Trust Advisors	N/A	—	8,204	-8,204	-100%	$524.5K	—	—	—
Voya Investment Management LLC	N/A	—	7,904	-7,904	-100%	$505.3K	—	—	—
Novare Capital Management LLC	N/A	—	7,565	-7,565	-100%	$483.6K	—	—	—
Bank of Montreal	N/A	—	6,855	-6,855	-100%	$438.2K	—	—	—
Neuberger Berman Group LLC	N/A	—	6,711	-6,711	-100%	$429.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	6,206	-6,206	-100%	$396.8K	—	—	—
Mangrove Partners IM, LLC	N/A	—	6,062	-6,062	-100%	$387.5K	—	—	—
Stifel Financial Corp	N/A	—	5,992	-5,992	-100%	$383.1K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	5,973	-5,973	-100%	$381.9K	—	—	—
SageView Advisory Group, LLC	N/A	—	5,870	-5,870	-100%	$375.3K	—	—	—
De Lisle Partners LLP	N/A	—	5,789	-5,789	-100%	$370.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	5,505	-5,505	-100%	$349.7K	—	—	—
Virtus Advisers, LLC	N/A	—	5,484	-5,484	-100%	$350.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,198	-5,198	-100%	$332.3K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	4,493	-4,493	-100%	$287.2K	—	—	—
Blair William & Co	N/A	—	4,229	-4,229	-100%	$270.4K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,184	-4,184	-100%	$267.5K	—	—	—
SCS Capital Management LLC	N/A	—	3,779	-3,779	-100%	$241.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,715	-3,715	-100%	$237.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,526	-3,526	-100%	$225.4K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,406	-3,406	-100%	$218.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	3,396	-3,396	-100%	$217.1K	—	—	—
Jupiter Asset Management LTD	N/A	—	3,211	-3,211	-100%	$205.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,154	-3,154	-100%	$201.7K	—	—	—
Colonial Trust Co / SC	N/A	—	2,745	-2,745	-100%	$175.5K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	2,170	-2,170	-100%	$138.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	823	-823	-100%	$52.6K	—	—	—
Aquatic Capital Management LLC	N/A	—	555	-555	-100%	$35.5K	—	—	—
Bessemer Group Inc	N/A	—	516	-516	-100%	$33	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	485	-485	-100%	$31.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	414	-414	-100%	$26.5K	—	—	—
Optiver Holding B.V.	N/A	—	368	-368	-100%	$23.5K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	285	-285	-100%	$18.2K	—	—	—
Arax Advisory Partners	N/A	—	234	-234	-100%	$15.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	156	-156	-100%	$10.0K	—	—	—
Rothschild Investment LLC	N/A	—	72	-72	-100%	$4.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	33	-33	-100%	$2.1K	—	—	—
Ankerstar Wealth, LLC	N/A	—	26	-26	-100%	$1.7K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	16	-16	-100%	$1.0K	—	—	—
Huntington National Bank	N/A	—	2	-2	-100%	$128	—	—	—

Showing 251 of 251 institutions