First Busey Corp (BUSE)

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

Shares5,221,513 from 5,178,114

Change+43,399 (+1%)

Value$152.1M (-$650.9K)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares2,533,187 from 2,351,881

Change+181,306 (+8%)

Value$73.8M (+$4.4M)

Filed 2026-11-06

LSV Asset Management

INCREASED

Shares2,369,522 from 1,693,897

Change+675,625 (+40%)

Value$69.0M (+$19.1M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares1,182,592 from 1,108,894

Change+73,698 (+7%)

Value$34.4M (+$1.7M)

Filed 2026-11-05

Creative Planning

INCREASED

Shares353,382 from 300,355

Change+53,027 (+18%)

Value$10.3M (+$1.4M)

Filed 2026-11-02

Russell Investments Group, Ltd.

INCREASED

Shares159,042 from 133,375

Change+25,667 (+19%)

Value$4.6M (+$698.3K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares130,383 from 60,413

Change+69,970 (+116%)

Value$3.8M (+$2.0M)

Filed 2026-11-06

Assenagon Asset Management S.A.

INCREASED

Shares129,483 from 94,464

Change+35,019 (+37%)

Value$3.8M (+$985.2K)

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares85,734 from 93,994

Change-8,260 (-9%)

Value$2.5M (-$275.4K)

Filed 2026-11-04

UMB Bank, n.a.

UNCHANGED

Shares82,757 from 82,757

Change0 (0%)

Value$2.4M (-$30.6K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares79,469 from 87,786

Change-8,317 (-9%)

Value$2.3M (-$274.8K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares70,478 from 68,178

Change+2,300 (+3%)

Value$2.1M (+$68.6K)

Filed 2026-10-13

North Star Investment Management Corp.

INCREASED

Shares67,500 from 51,500

Change+16,000 (+31%)

Value$2.0M (+$447.0K)

Filed 2026-10-27

King Luther Capital Management Corp

DECREASED

Shares62,011 from 69,548

Change-7,537 (-11%)

Value$1.8M (-$245.3K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares48,800 from 24,700

Change+24,100 (+98%)

Value$1.4M (+$692.9K)

Filed 2026-10-30

State of New Jersey Common Pension Fund D

DECREASED

Shares47,360 from 93,255

Change-45,895 (-49%)

Value$1.4M (-$1.4M)

Filed 2026-11-05

Everhart Financial Group, Inc.

INCREASED

Shares44,024 from 41,689

Change+2,335 (+6%)

Value$1.3M (+$52.6K)

Filed 2026-10-08

Ellsworth Advisors, LLC

INCREASED

Shares33,887 from 33,684

Change+203 (+1%)

Value$987.1K (-$2.2K)

Filed 2026-10-15

Crescent Grove Advisors, LLC

UNCHANGED

Shares33,264 from 33,264

Change0 (0%)

Value$969.0K (-$12.3K)

Filed 2026-10-21

Harbor Capital Advisors, Inc.

INCREASED

Shares28,651 from 25,769

Change+2,882 (+11%)

Value$835.0K (+$75.0K)

Filed 2026-10-22

Wealth Alliance Advisory Group, LLC

NEW

Shares26,842

Change+26,842

Value$781.9K

Filed 2026-10-14

Philip James Wealth Mangement, LLC

UNCHANGED

Shares26,366 from 26,366

Change0 (0%)

Value$768.0K (-$9.8K)

Filed 2026-10-27

Thrivent Financial for Lutherans

NEW

Shares26,317

Change+26,317

Value$766.0K

Filed 2026-11-05

Acropolis Investment Management, LLC

UNCHANGED

Shares25,333 from 25,333

Change0 (0%)

Value$738.0K (-$9.4K)

Filed 2026-10-08

MPS Loria Financial Planners, LLC

INCREASED

Shares25,018 from 24,810

Change+208 (+1%)

Value$728.8K (-$3.1K)

Filed 2026-10-14

Canvas Wealth Advisors, LLC

DECREASED

Shares24,929 from 26,555

Change-1,626 (-6%)

Value$734.7K (-$48.7K)

Filed 2026-11-02

Achmea Investment Management B.V.

NEW

Shares24,400

Change+24,400

Value$711.3K

Filed 2026-10-30

Midwest Trust Co

DECREASED

Shares23,756 from 24,590

Change-834 (-3%)

Value$692.0K (-$33.4K)

Filed 2026-10-22

Wavvest Wealth LLC

NEW

Shares22,697

Change+22,697

Value$661.2K

Filed 2026-10-21

Arizona State Retirement System

INCREASED

Shares22,627 from 22,008

Change+619 (+3%)

Value$659.1K (+$9.9K)

Filed 2026-11-03

Kingswood Wealth Advisors, LLC

INCREASED

Shares22,440 from 22,252

Change+188 (+1%)

Value$653.7K (-$2.8K)

Filed 2026-10-23

Inspire Investing, LLC

DECREASED

Shares21,860 from 23,058

Change-1,198 (-5%)

Value$636.8K (-$43.4K)

Filed 2026-10-22

Fifth Third Bancorp

INCREASED

Shares20,674 from 4,892

Change+15,782 (+323%)

Value$602.2K (+$457.9K)

Filed 2026-11-05

John G Ullman & Associates Inc

DECREASED

Shares19,295 from 20,196

Change-901 (-4%)

Value$562.1K (-$33.7K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares19,125 from 20,322

Change-1,197 (-6%)

Value$557.1K (-$42.4K)

Filed 2026-11-02

Choreo, LLC

DECREASED

Shares15,504 from 15,693

Change-189 (-1%)

Value$451.6K (-$11.3K)

Filed 2026-10-28

Merit Financial Group, LLC

INCREASED

Shares13,481 from 12,519

Change+962 (+8%)

Value$392.7K (+$23.4K)

Filed 2026-11-06

Aprio Wealth Management, LLC

UNCHANGED

Shares13,350 from 13,350

Change0 (0%)

Value$388.9K (-$4.9K)

Filed 2026-10-28

Daytona Street Capital LLC

UNCHANGED

Shares13,350 from 13,350

Change0 (0%)

Value$395.4K (+$6.1K)

Filed 2026-10-15

Pictet Asset Management Holding SA

DECREASED

Shares13,059 from 14,189

Change-1,130 (-8%)

Value$380.4K (-$38.2K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares12,527 from 11,548

Change+979 (+8%)

Value$365.0K (+$24.0K)

Filed 2026-11-02

Quadrant Capital Group LLC

DECREASED

Shares11,631 from 11,634

Change-3 (0%)

Value$338.8K (-$4.4K)

Filed 2026-10-20

Ritholtz Wealth Management

NEW

Shares11,513

Change+11,513

Value$335.4K

Filed 2026-11-05

Lee Financial Co

UNCHANGED

Shares11,503 from 11,503

Change0 (0%)

Value$335.1K (-$4.3K)

Filed 2026-10-16

Financial Partners Group, Inc

INCREASED

Shares11,366 from 11,272

Change+94 (+1%)

Value$331.1K (-$1.4K)

Filed 2026-10-19

Lexington Hill Partners, LLC

UNCHANGED

Shares11,359 from 11,359

Change0 (0%)

Value$330.9K (-$4.2K)

Filed 2026-10-13

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares10,986 from 8,972

Change+2,014 (+22%)

Value$320.0K (+$55.3K)

Filed 2026-10-13

ProShare Advisors LLC

DECREASED

Shares10,040 from 244,891

Change-234,851 (-96%)

Value$292.5K (-$6.9M)

Filed 2026-10-29

Kuhn & Co Investment Counsel

UNCHANGED

Shares10,018 from 10,018

Change0 (0%)

Value$291.8K (-$3.7K)

Filed 2026-10-29

Flywheel Private Wealth LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$291.3K (-$3.7K)

Filed 2026-11-02

Savant Capital, LLC

NEW

Shares9,960

Change+9,960

Value$290.1K

Filed 2026-11-06

Abel Hall, LLC

INCREASED

Shares9,363 from 9,295

Change+68 (+1%)

Value$272.7K (-$1.5K)

Filed 2026-10-19

Vise Technologies, Inc.

NEW

Shares9,194

Change+9,194

Value$267.8K

Filed 2026-10-29

Tenet Wealth Partners, LLC

DECREASED

Shares8,549 from 9,182

Change-633 (-7%)

Value$249.0K (-$24.1K)

Filed 2026-10-19

Xponance LLC

DECREASED

Shares8,087 from 8,393

Change-306 (-4%)

Value$235.6K (-$12.0K)

Filed 2026-11-03

StoneX Group Inc.

NEW

Shares8,040

Change+8,040

Value$238.7K

Filed 2026-11-03

LPL Financial LLC

NEW

Shares7,162

Change+7,162

Value$208.6K

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares6,899 from 6,725

Change+174 (+3%)

Value$201.0K (+$2.6K)

Filed 2026-10-08

US Bancorp \de\

DECREASED

Shares6,880 from 7,454

Change-574 (-8%)

Value$200.4K (-$19.5K)

Filed 2026-11-05

CX Institutional

UNCHANGED

Shares6,424 from 6,424

Change0 (0%)

Value$187 (-$2)

Filed 2026-10-02

Wilkerson Advisory Group LLC

INCREASED

Shares4,900 from 4,858

Change+42 (+1%)

Value$142.7K (-$602)

Filed 2026-10-20

First Financial Corp

UNCHANGED

Shares4,569 from 4,569

Change0 (0%)

Value$133.1K (-$1.7K)

Filed 2026-10-13

Eurizon Capital SGR S.p.A.

INCREASED

Shares4,425 from 4,098

Change+327 (+8%)

Value$130.2K (+$9.1K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

INCREASED

Shares4,424 from 1,948

Change+2,476 (+127%)

Value$128.9K (+$71.4K)

Filed 2026-10-20

KBC Group NV

UNCHANGED

Shares3,757 from 3,757

Change0 (0%)

Value$109.0K (-$2.0K)

Filed 2026-10-22

State of Alaska, Department of Revenue

DECREASED

Shares3,297 from 3,973

Change-676 (-17%)

Value$96.0K (-$21.0K)

Filed 2026-10-15

Creative Financial Designs Inc

INCREASED

Shares2,983 from 2,531

Change+452 (+18%)

Value$86.9K (+$12.2K)

Filed 2026-11-04

USA Financial Formulas

NEW

Shares2,401

Change+2,401

Value$69.9K

Filed 2026-10-16

Tounjian Advisory Partners, LLC

INCREASED

Shares2,191 from 2,173

Change+18 (+1%)

Value$63.8K (-$276)

Filed 2026-11-04

Signaturefd, LLC

INCREASED

Shares2,062 from 1,877

Change+185 (+10%)

Value$60.1K (+$4.7K)

Filed 2026-10-23

Dhjj Financial Advisors, Ltd.

DECREASED

Shares2,013 from 2,016

Change-3 (0%)

Value$58.6K (-$833)

Filed 2026-10-23

Sterling Capital Management LLC

DECREASED

Shares1,567 from 1,655

Change-88 (-5%)

Value$45.6K (-$3.2K)

Filed 2026-10-22

Compass Financial Management LLC

UNCHANGED

Shares1,535 from 1,535

Change0 (0%)

Value$44.7K (-$567)

Filed 2026-10-30

PNC Financial Services Group, Inc.

DECREASED

Shares1,305 from 1,377

Change-72 (-5%)

Value$38.0K (-$2.6K)

Filed 2026-11-06

Parkside Financial Bank & Trust

INCREASED

Shares1,246 from 1,166

Change+80 (+7%)

Value$36.3K (+$1.9K)

Filed 2026-10-27

Triumph Capital Management

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$29.1K (-$370)

Filed 2026-10-14

Allworth Financial LP

INCREASED

Shares933 from 881

Change+52 (+6%)

Value$27.5K (+$1.5K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares891 from 586

Change+305 (+52%)

Value$26.0K (+$8.7K)

Filed 2026-10-08

Versant Capital Management, Inc

UNCHANGED

Shares791 from 791

Change0 (0%)

Value$23.0K (-$293)

Filed 2026-10-02

EverSource Wealth Advisors, LLC

INCREASED

Shares790 from 520

Change+270 (+52%)

Value$23.0K (+$7.7K)

Filed 2026-11-04

Fortitude Family Office, LLC

INCREASED

Shares741 from 135

Change+606 (+449%)

Value$21.6K (+$17.6K)

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares721 from 721

Change0 (0%)

Value$21.0K (-$267)

Filed 2026-10-27

Westside Investment Management, Inc.

UNCHANGED

Shares704 from 704

Change0 (0%)

Value$20.9K (+$161)

Filed 2026-11-02

True Wealth Design, LLC

UNCHANGED

Shares679 from 679

Change0 (0%)

Value$19.8K (-$251)

Filed 2026-10-13

Ares Financial Consulting, LLC

UNCHANGED

Shares547 from 547

Change0 (0%)

Value$15.9K (-$203)

Filed 2026-10-19

Pillar Financial Advisors, LLC

UNCHANGED

Shares474 from 474

Change0 (0%)

Value$13.8K (-$175)

Filed 2026-10-21

WPG Advisers, LLC

INCREASED

Shares457 from 179

Change+278 (+155%)

Value$13.3K (+$8.0K)

Filed 2026-10-27

IFP Advisors, Inc

UNCHANGED

Shares435 from 435

Change0 (0%)

Value$12.7K (-$160)

Filed 2026-10-16

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares408 from 408

Change0 (0%)

Value$11.9K (-$151)

Filed 2026-11-05

Essential Partners LLC

UNCHANGED

Shares397 from 397

Change0 (0%)

Value$11.6K (-$147)

Filed 2026-10-14

Covestor Ltd

DECREASED

Shares351 from 436

Change-85 (-19%)

Value$10 (-$3)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares297

Change+297

Value$8.7K

Filed 2026-10-21

Parallel Advisors, LLC

DECREASED

Shares290 from 333

Change-43 (-13%)

Value$8.5K (-$1.4K)

Filed 2026-11-03

First Horizon Corp

UNCHANGED

Shares232 from 232

Change0 (0%)

Value$6.8K (-$86)

Filed 2026-10-26

Meriwether Wealth & Planning, LLC

NEW

Shares217

Change+217

Value$6.3K

Filed 2026-10-13

Rossby Financial, LCC

INCREASED

Shares162 from 112

Change+50 (+45%)

Value$4.7K (+$1.4K)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares142 from 113

Change+29 (+26%)

Value$4.1K (+$803)

Filed 2026-10-26

Clark Wealth Partners

NEW

Shares124

Change+124

Value$3.6K

Filed 2026-10-19

Larson Financial Group LLC

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$3.2K (-$40)

Filed 2026-11-05

GK Wealth Management LLC

NEW

Shares106

Change+106

Value$3.1K

Filed 2026-10-09

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares105 from 105

Change0 (0%)

Value$3.1K (-$39)

Filed 2026-10-05

Assetmark, Inc

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$2.5K (-$32)

Filed 2026-10-21

Valued Wealth Advisors LLC

INCREASED

Shares66 from 33

Change+33 (+100%)

Value$1.9K (+$949)

Filed 2026-11-05

Clearstead Advisors, LLC

INCREASED

Shares64 from 63

Change+1 (+2%)

Value$1.9K (+$6)

Filed 2026-11-06

Bare Financial Services, Inc

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$1.8K (-$23)

Filed 2026-11-04

Grove Bank & Trust

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$1.7K (-$22)

Filed 2026-10-08

Ascentis Wealth Management, LLC

NEW

Shares27

Change+27

Value$786

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$699 (-$9)

Filed 2026-10-08

Financial Consulate, Inc

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$554 (-$7)

Filed 2026-10-23

Zions Bancorporation, National Association

NEW

Shares14

Change+14

Value$408

Filed 2026-11-06

Capital Advisors, Ltd. LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

SBI Securities Co., Ltd.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$87 (-$2)

Filed 2026-10-22

Torren Management, LLC

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$31 (-$29)

Filed 2026-10-29

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$30 ($0)

Filed 2026-10-15

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$29 (-$1)

Filed 2026-10-30

Sunesis Advisors, LLC

CLOSED

Shares0 from 156,862

Change-156,862 (-100%)

Value$0 (-$4.6M)

Filed 2026-10-26

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 37,674

Change-37,674 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-16

Virginia Retirement Systems ET Al

CLOSED

Shares0 from 9,800

Change-9,800 (-100%)

Value$0 (-$289.1K)

Filed 2026-10-28

Vestor Capital, LLC

CLOSED

Shares0 from 5,297

Change-5,297 (-100%)

Value$0 (-$270)

Filed 2026-11-04

Golden State Wealth Management, LLC

CLOSED

Shares0 from 2,001

Change-2,001 (-100%)

Value$0 (-$59.0K)

Filed 2026-11-02

Bell Investment Advisors, Inc

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$531)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 7,811,161

Change-7,811,161 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 4,866,039

Change-4,866,039 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,600,561

Change-3,600,561 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,467,760

Change-3,467,760 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,184,802

Change-2,184,802 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 1,286,665

Change-1,286,665 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 937,150

Change-937,150 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 914,896

Change-914,896 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 887,689

Change-887,689 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 851,453

Change-851,453 (-100%)

Value—

FMR LLC

N/A

Shares— from 772,025

Change-772,025 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 769,925

Change-769,925 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 769,920

Change-769,920 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 708,955

Change-708,955 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 655,405

Change-655,405 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 644,059

Change-644,059 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 640,891

Change-640,891 (-100%)

Value—

Rhino Investment Partners, Inc

N/A

Shares— from 580,113

Change-580,113 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 554,200

Change-554,200 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 514,796

Change-514,796 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 491,199

Change-491,199 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 440,284

Change-440,284 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 421,572

Change-421,572 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 410,334

Change-410,334 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 402,293

Change-402,293 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 321,774

Change-321,774 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 271,916

Change-271,916 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 260,000

Change-260,000 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 233,079

Change-233,079 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 226,666

Change-226,666 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 221,100

Change-221,100 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 211,493

Change-211,493 (-100%)

Value—

UBS Group AG

N/A

Shares— from 211,017

Change-211,017 (-100%)

Value—

Osborne Partners Capital Management, LLC

N/A

Shares— from 210,214

Change-210,214 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 200,631

Change-200,631 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 192,055

Change-192,055 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 189,038

Change-189,038 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 185,782

Change-185,782 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 182,098

Change-182,098 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 160,100

Change-160,100 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 149,404

Change-149,404 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 148,543

Change-148,543 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 136,762

Change-136,762 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 123,332

Change-123,332 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 123,260

Change-123,260 (-100%)

Value—

Towle & Co

N/A

Shares— from 120,188

Change-120,188 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 119,422

Change-119,422 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 117,192

Change-117,192 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 116,738

Change-116,738 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 116,471

Change-116,471 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 114,077

Change-114,077 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 102,660

Change-102,660 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 101,391

Change-101,391 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 100,086

Change-100,086 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 99,797

Change-99,797 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 93,298

Change-93,298 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 92,042

Change-92,042 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 90,998

Change-90,998 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 79,767

Change-79,767 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 79,128

Change-79,128 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 77,325

Change-77,325 (-100%)

Value—

Members Trust Co

N/A

Shares— from 75,000

Change-75,000 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 64,389

Change-64,389 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 60,993

Change-60,993 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 59,725

Change-59,725 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 58,952

Change-58,952 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 53,467

Change-53,467 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 52,872

Change-52,872 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 52,024

Change-52,024 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 49,751

Change-49,751 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 49,144

Change-49,144 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 48,643

Change-48,643 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 47,731

Change-47,731 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 47,500

Change-47,500 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 47,120

Change-47,120 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 46,165

Change-46,165 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 41,893

Change-41,893 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 38,003

Change-38,003 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 37,817

Change-37,817 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 36,757

Change-36,757 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 36,693

Change-36,693 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 35,489

Change-35,489 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 33,724

Change-33,724 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 33,160

Change-33,160 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 31,556

Change-31,556 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 30,764

Change-30,764 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 30,067

Change-30,067 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 30,028

Change-30,028 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 29,966

Change-29,966 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 29,175

Change-29,175 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 28,500

Change-28,500 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 27,956

Change-27,956 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 27,562

Change-27,562 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 26,299

Change-26,299 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 24,236

Change-24,236 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 23,708

Change-23,708 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 23,326

Change-23,326 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 22,226

Change-22,226 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 21,768

Change-21,768 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 20,917

Change-20,917 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 19,533

Change-19,533 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 19,006

Change-19,006 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 18,518

Change-18,518 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 18,408

Change-18,408 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 18,282

Change-18,282 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 18,169

Change-18,169 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 17,795

Change-17,795 (-100%)

Value—

Watershed Asset Management, L.L.C.

N/A

Shares— from 17,770

Change-17,770 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 17,114

Change-17,114 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 17,042

Change-17,042 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 16,689

Change-16,689 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 15,856

Change-15,856 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 14,321

Change-14,321 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 13,886

Change-13,886 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 13,589

Change-13,589 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 13,398

Change-13,398 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 13,350

Change-13,350 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 11,756

Change-11,756 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 10,832

Change-10,832 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 10,322

Change-10,322 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 10,188

Change-10,188 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 9,685

Change-9,685 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 9,435

Change-9,435 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 9,071

Change-9,071 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 8,853

Change-8,853 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 8,641

Change-8,641 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 8,200

Change-8,200 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 8,045

Change-8,045 (-100%)

Value—

&partners

N/A

Shares— from 7,848

Change-7,848 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 7,470

Change-7,470 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 7,453

Change-7,453 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 7,221

Change-7,221 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 6,426

Change-6,426 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,058

Change-6,058 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,355

Change-4,355 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,234

Change-4,234 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,352

Change-3,352 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 3,352

Change-3,352 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 2,838

Change-2,838 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,672

Change-1,672 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 999

Change-999 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 968

Change-968 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 672

Change-672 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 587

Change-587 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 573

Change-573 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 482

Change-482 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 469

Change-469 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 379

Change-379 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 279

Change-279 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 258

Change-258 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 216

Change-216 (-100%)

Value—

Quarry LP

N/A

Shares— from 180

Change-180 (-100%)

Value—

S&T Bank

N/A

Shares— from 127

Change-127 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 107

Change-107 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 103

Change-103 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	5,221,513	5,178,114	+43,399	+1%	$152.8M	$152.1M	-$650.9K	2026-11-04
Geode Capital Management, LLC	INCREASED	2,533,187	2,351,881	+181,306	+8%	$69.4M	$73.8M	+$4.4M	2026-11-06
LSV Asset Management	INCREASED	2,369,522	1,693,897	+675,625	+40%	$50.0M	$69.0M	+$19.1M	2026-11-06
Bank of New York Mellon Corp	INCREASED	1,182,592	1,108,894	+73,698	+7%	$32.7M	$34.4M	+$1.7M	2026-11-05
Creative Planning	INCREASED	353,382	300,355	+53,027	+18%	$8.9M	$10.3M	+$1.4M	2026-11-02
Russell Investments Group, Ltd.	INCREASED	159,042	133,375	+25,667	+19%	$3.9M	$4.6M	+$698.3K	2026-11-06
Barclays PLC	INCREASED	130,383	60,413	+69,970	+116%	$1.8M	$3.8M	+$2.0M	2026-11-06
Assenagon Asset Management S.A.	INCREASED	129,483	94,464	+35,019	+37%	$2.8M	$3.8M	+$985.2K	2026-10-15
Citigroup Inc	DECREASED	85,734	93,994	-8,260	-9%	$2.8M	$2.5M	-$275.4K	2026-11-04
UMB Bank, n.a.	UNCHANGED	82,757	82,757	0	0%	$2.4M	$2.4M	-$30.6K	2026-11-06
Deutsche Bank Ag\	DECREASED	79,469	87,786	-8,317	-9%	$2.6M	$2.3M	-$274.8K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	70,478	68,178	+2,300	+3%	$2.0M	$2.1M	+$68.6K	2026-10-13
North Star Investment Management Corp.	INCREASED	67,500	51,500	+16,000	+31%	$1.5M	$2.0M	+$447.0K	2026-10-27
King Luther Capital Management Corp	DECREASED	62,011	69,548	-7,537	-11%	$2.1M	$1.8M	-$245.3K	2026-11-05
Strs Ohio	INCREASED	48,800	24,700	+24,100	+98%	$728.7K	$1.4M	+$692.9K	2026-10-30
State of New Jersey Common Pension Fund D	DECREASED	47,360	93,255	-45,895	-49%	$2.8M	$1.4M	-$1.4M	2026-11-05
Everhart Financial Group, Inc.	INCREASED	44,024	41,689	+2,335	+6%	$1.2M	$1.3M	+$52.6K	2026-10-08
Ellsworth Advisors, LLC	INCREASED	33,887	33,684	+203	+1%	$989.3K	$987.1K	-$2.2K	2026-10-15
Crescent Grove Advisors, LLC	UNCHANGED	33,264	33,264	0	0%	$981.3K	$969.0K	-$12.3K	2026-10-21
Harbor Capital Advisors, Inc.	INCREASED	28,651	25,769	+2,882	+11%	$760.0K	$835.0K	+$75.0K	2026-10-22
Wealth Alliance Advisory Group, LLC	NEW	26,842	—	+26,842	—	—	$781.9K	—	2026-10-14
Philip James Wealth Mangement, LLC	UNCHANGED	26,366	26,366	0	0%	$777.8K	$768.0K	-$9.8K	2026-10-27
Thrivent Financial for Lutherans	NEW	26,317	—	+26,317	—	—	$766.0K	—	2026-11-05
Acropolis Investment Management, LLC	UNCHANGED	25,333	25,333	0	0%	$747.3K	$738.0K	-$9.4K	2026-10-08
MPS Loria Financial Planners, LLC	INCREASED	25,018	24,810	+208	+1%	$731.9K	$728.8K	-$3.1K	2026-10-14
Canvas Wealth Advisors, LLC	DECREASED	24,929	26,555	-1,626	-6%	$783.4K	$734.7K	-$48.7K	2026-11-02
Achmea Investment Management B.V.	NEW	24,400	—	+24,400	—	—	$711.3K	—	2026-10-30
Midwest Trust Co	DECREASED	23,756	24,590	-834	-3%	$725.4K	$692.0K	-$33.4K	2026-10-22
Wavvest Wealth LLC	NEW	22,697	—	+22,697	—	—	$661.2K	—	2026-10-21
Arizona State Retirement System	INCREASED	22,627	22,008	+619	+3%	$649.2K	$659.1K	+$9.9K	2026-11-03
Kingswood Wealth Advisors, LLC	INCREASED	22,440	22,252	+188	+1%	$656.4K	$653.7K	-$2.8K	2026-10-23
Inspire Investing, LLC	DECREASED	21,860	23,058	-1,198	-5%	$680.2K	$636.8K	-$43.4K	2026-10-22
Fifth Third Bancorp	INCREASED	20,674	4,892	+15,782	+323%	$144.3K	$602.2K	+$457.9K	2026-11-05
John G Ullman & Associates Inc	DECREASED	19,295	20,196	-901	-4%	$595.8K	$562.1K	-$33.7K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	19,125	20,322	-1,197	-6%	$599.5K	$557.1K	-$42.4K	2026-11-02
Choreo, LLC	DECREASED	15,504	15,693	-189	-1%	$462.9K	$451.6K	-$11.3K	2026-10-28
Merit Financial Group, LLC	INCREASED	13,481	12,519	+962	+8%	$369.3K	$392.7K	+$23.4K	2026-11-06
Aprio Wealth Management, LLC	UNCHANGED	13,350	13,350	0	0%	$393.8K	$388.9K	-$4.9K	2026-10-28
Daytona Street Capital LLC	UNCHANGED	13,350	13,350	0	0%	$389.4K	$395.4K	+$6.1K	2026-10-15
Pictet Asset Management Holding SA	DECREASED	13,059	14,189	-1,130	-8%	$418.6K	$380.4K	-$38.2K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	12,527	11,548	+979	+8%	$341.0K	$365.0K	+$24.0K	2026-11-02
Quadrant Capital Group LLC	DECREASED	11,631	11,634	-3	0%	$343.2K	$338.8K	-$4.4K	2026-10-20
Ritholtz Wealth Management	NEW	11,513	—	+11,513	—	—	$335.4K	—	2026-11-05
Lee Financial Co	UNCHANGED	11,503	11,503	0	0%	$339.3K	$335.1K	-$4.3K	2026-10-16
Financial Partners Group, Inc	INCREASED	11,366	11,272	+94	+1%	$332.5K	$331.1K	-$1.4K	2026-10-19
Lexington Hill Partners, LLC	UNCHANGED	11,359	11,359	0	0%	$335.1K	$330.9K	-$4.2K	2026-10-13
Hennion & Walsh Asset Management, Inc.	INCREASED	10,986	8,972	+2,014	+22%	$264.7K	$320.0K	+$55.3K	2026-10-13
ProShare Advisors LLC	DECREASED	10,040	244,891	-234,851	-96%	$7.2M	$292.5K	-$6.9M	2026-10-29
Kuhn & Co Investment Counsel	UNCHANGED	10,018	10,018	0	0%	$295.5K	$291.8K	-$3.7K	2026-10-29
Flywheel Private Wealth LLC	UNCHANGED	10,000	10,000	0	0%	$295.0K	$291.3K	-$3.7K	2026-11-02
Savant Capital, LLC	NEW	9,960	—	+9,960	—	—	$290.1K	—	2026-11-06
Abel Hall, LLC	INCREASED	9,363	9,295	+68	+1%	$274.2K	$272.7K	-$1.5K	2026-10-19
Vise Technologies, Inc.	NEW	9,194	—	+9,194	—	—	$267.8K	—	2026-10-29
Tenet Wealth Partners, LLC	DECREASED	8,549	9,182	-633	-7%	$273.2K	$249.0K	-$24.1K	2026-10-19
Xponance LLC	DECREASED	8,087	8,393	-306	-4%	$247.6K	$235.6K	-$12.0K	2026-11-03
StoneX Group Inc.	NEW	8,040	—	+8,040	—	—	$238.7K	—	2026-11-03
LPL Financial LLC	NEW	7,162	—	+7,162	—	—	$208.6K	—	2026-11-06
Farther Finance Advisors, LLC	INCREASED	6,899	6,725	+174	+3%	$198.4K	$201.0K	+$2.6K	2026-10-08
US Bancorp \de\	DECREASED	6,880	7,454	-574	-8%	$219.9K	$200.4K	-$19.5K	2026-11-05
CX Institutional	UNCHANGED	6,424	6,424	0	0%	$189	$187	-$2	2026-10-02
Wilkerson Advisory Group LLC	INCREASED	4,900	4,858	+42	+1%	$143.3K	$142.7K	-$602	2026-10-20
First Financial Corp	UNCHANGED	4,569	4,569	0	0%	$134.8K	$133.1K	-$1.7K	2026-10-13
Eurizon Capital SGR S.p.A.	INCREASED	4,425	4,098	+327	+8%	$121.1K	$130.2K	+$9.1K	2026-11-06
Nisa Investment Advisors, LLC	INCREASED	4,424	1,948	+2,476	+127%	$57.5K	$128.9K	+$71.4K	2026-10-20
KBC Group NV	UNCHANGED	3,757	3,757	0	0%	$111.0K	$109.0K	-$2.0K	2026-10-22
State of Alaska, Department of Revenue	DECREASED	3,297	3,973	-676	-17%	$117.0K	$96.0K	-$21.0K	2026-10-15
Creative Financial Designs Inc	INCREASED	2,983	2,531	+452	+18%	$74.7K	$86.9K	+$12.2K	2026-11-04
USA Financial Formulas	NEW	2,401	—	+2,401	—	—	$69.9K	—	2026-10-16
Tounjian Advisory Partners, LLC	INCREASED	2,191	2,173	+18	+1%	$64.1K	$63.8K	-$276	2026-11-04
Signaturefd, LLC	INCREASED	2,062	1,877	+185	+10%	$55.4K	$60.1K	+$4.7K	2026-10-23
Dhjj Financial Advisors, Ltd.	DECREASED	2,013	2,016	-3	0%	$59.5K	$58.6K	-$833	2026-10-23
Sterling Capital Management LLC	DECREASED	1,567	1,655	-88	-5%	$48.8K	$45.6K	-$3.2K	2026-10-22
Compass Financial Management LLC	UNCHANGED	1,535	1,535	0	0%	$45.3K	$44.7K	-$567	2026-10-30
PNC Financial Services Group, Inc.	DECREASED	1,305	1,377	-72	-5%	$40.6K	$38.0K	-$2.6K	2026-11-06
Parkside Financial Bank & Trust	INCREASED	1,246	1,166	+80	+7%	$34.4K	$36.3K	+$1.9K	2026-10-27
Triumph Capital Management	UNCHANGED	1,000	1,000	0	0%	$29.5K	$29.1K	-$370	2026-10-14
Allworth Financial LP	INCREASED	933	881	+52	+6%	$26.0K	$27.5K	+$1.5K	2026-11-06
Gamma Investing LLC	INCREASED	891	586	+305	+52%	$17.3K	$26.0K	+$8.7K	2026-10-08
Versant Capital Management, Inc	UNCHANGED	791	791	0	0%	$23.3K	$23.0K	-$293	2026-10-02
EverSource Wealth Advisors, LLC	INCREASED	790	520	+270	+52%	$15.3K	$23.0K	+$7.7K	2026-11-04
Fortitude Family Office, LLC	INCREASED	741	135	+606	+449%	$4.0K	$21.6K	+$17.6K	2026-10-14
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	721	721	0	0%	$21.3K	$21.0K	-$267	2026-10-27
Westside Investment Management, Inc.	UNCHANGED	704	704	0	0%	$20.8K	$20.9K	+$161	2026-11-02
True Wealth Design, LLC	UNCHANGED	679	679	0	0%	$20.0K	$19.8K	-$251	2026-10-13
Ares Financial Consulting, LLC	UNCHANGED	547	547	0	0%	$16.1K	$15.9K	-$203	2026-10-19
Pillar Financial Advisors, LLC	UNCHANGED	474	474	0	0%	$14.0K	$13.8K	-$175	2026-10-21
WPG Advisers, LLC	INCREASED	457	179	+278	+155%	$5.3K	$13.3K	+$8.0K	2026-10-27
IFP Advisors, Inc	UNCHANGED	435	435	0	0%	$12.8K	$12.7K	-$160	2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	408	408	0	0%	$12.0K	$11.9K	-$151	2026-11-05
Essential Partners LLC	UNCHANGED	397	397	0	0%	$11.7K	$11.6K	-$147	2026-10-14
Covestor Ltd	DECREASED	351	436	-85	-19%	$13	$10	-$3	2026-10-30
Root Financial Partners, LLC	NEW	297	—	+297	—	—	$8.7K	—	2026-10-21
Parallel Advisors, LLC	DECREASED	290	333	-43	-13%	$9.8K	$8.5K	-$1.4K	2026-11-03
First Horizon Corp	UNCHANGED	232	232	0	0%	$6.8K	$6.8K	-$86	2026-10-26
Meriwether Wealth & Planning, LLC	NEW	217	—	+217	—	—	$6.3K	—	2026-10-13
Rossby Financial, LCC	INCREASED	162	112	+50	+45%	$3.3K	$4.7K	+$1.4K	2026-11-05
SJS Investment Consulting Inc.	INCREASED	142	113	+29	+26%	$3.3K	$4.1K	+$803	2026-10-26
Clark Wealth Partners	NEW	124	—	+124	—	—	$3.6K	—	2026-10-19
Larson Financial Group LLC	UNCHANGED	110	110	0	0%	$3.3K	$3.2K	-$40	2026-11-05
GK Wealth Management LLC	NEW	106	—	+106	—	—	$3.1K	—	2026-10-09
MassMutual Private Wealth & Trust, FSB	UNCHANGED	105	105	0	0%	$3.1K	$3.1K	-$39	2026-10-05
Assetmark, Inc	UNCHANGED	86	86	0	0%	$2.5K	$2.5K	-$32	2026-10-21
Valued Wealth Advisors LLC	INCREASED	66	33	+33	+100%	$974	$1.9K	+$949	2026-11-05
Clearstead Advisors, LLC	INCREASED	64	63	+1	+2%	$1.9K	$1.9K	+$6	2026-11-06
Bare Financial Services, Inc	UNCHANGED	61	61	0	0%	$1.8K	$1.8K	-$23	2026-11-04
Grove Bank & Trust	UNCHANGED	60	60	0	0%	$1.8K	$1.7K	-$22	2026-10-08
Ascentis Wealth Management, LLC	NEW	27	—	+27	—	—	$786	—	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	24	24	0	0%	$708	$699	-$9	2026-10-08
Financial Consulate, Inc	UNCHANGED	19	19	0	0%	$561	$554	-$7	2026-10-23
Zions Bancorporation, National Association	NEW	14	—	+14	—	—	$408	—	2026-11-06
Capital Advisors, Ltd. LLC	UNCHANGED	5	5	0	0%	$0	$0	$0	2026-10-27
SBI Securities Co., Ltd.	UNCHANGED	3	3	0	0%	$89	$87	-$2	2026-10-22
Torren Management, LLC	DECREASED	1	2	-1	-50%	$60	$31	-$29	2026-10-29
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$30	$30	$0	2026-10-15
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$30	$29	-$1	2026-10-30
Sunesis Advisors, LLC	CLOSED	0	156,862	-156,862	-100%	$4.6M	$0	-$4.6M	2026-10-26
Y-Intercept (Hong Kong) Ltd	CLOSED	0	37,674	-37,674	-100%	$1.1M	$0	-$1.1M	2026-10-16
Virginia Retirement Systems ET Al	CLOSED	0	9,800	-9,800	-100%	$289.1K	$0	-$289.1K	2026-10-28
Vestor Capital, LLC	CLOSED	0	5,297	-5,297	-100%	$270	$0	-$270	2026-11-04
Golden State Wealth Management, LLC	CLOSED	0	2,001	-2,001	-100%	$59.0K	$0	-$59.0K	2026-11-02
Bell Investment Advisors, Inc	CLOSED	0	18	-18	-100%	$531	$0	-$531	2026-10-29
BlackRock, Inc.	N/A	—	7,811,161	-7,811,161	-100%	$230.4M	—	—	—
Wellington Management Group LLP	N/A	—	4,866,039	-4,866,039	-100%	$143.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,600,561	-3,600,561	-100%	$106.2M	—	—	—
State Street Corp	N/A	—	3,467,760	-3,467,760	-100%	$102.3M	—	—	—
American Century Companies Inc	N/A	—	2,184,802	-2,184,802	-100%	$64.5M	—	—	—
Savvy Advisors, Inc.	N/A	—	1,286,665	-1,286,665	-100%	$38.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	937,150	-937,150	-100%	$27.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	914,896	-914,896	-100%	$27.0M	—	—	—
Northern Trust Corp	N/A	—	887,689	-887,689	-100%	$26.2M	—	—	—
Mirabella Financial Services LLP	N/A	—	851,453	-851,453	-100%	$25.1M	—	—	—
FMR LLC	N/A	—	772,025	-772,025	-100%	$22.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	769,925	-769,925	-100%	$22.7M	—	—	—
Nuveen, LLC	N/A	—	769,920	-769,920	-100%	$22.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	708,955	-708,955	-100%	$20.9M	—	—	—
Morgan Stanley	N/A	—	655,405	-655,405	-100%	$19.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	644,059	-644,059	-100%	$19.0M	—	—	—
Verition Fund Management LLC	N/A	—	640,891	-640,891	-100%	$18.9M	—	—	—
Rhino Investment Partners, Inc	N/A	—	580,113	-580,113	-100%	$17.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	554,200	-554,200	-100%	$16.3M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	514,796	-514,796	-100%	$15.2M	—	—	—
Empowered Funds, LLC	N/A	—	491,199	-491,199	-100%	$14.5M	—	—	—
Loomis Sayles & Co L P	N/A	—	440,284	-440,284	-100%	$13.0M	—	—	—
AQR Capital Management LLC	N/A	—	421,572	-421,572	-100%	$12.4M	—	—	—
JPMorgan Chase & Co	N/A	—	410,334	-410,334	-100%	$12.2M	—	—	—
Glenmede Trust Co NA	N/A	—	402,293	-402,293	-100%	$11.9M	—	—	—
Bank of America Corp	N/A	—	321,774	-321,774	-100%	$9.5M	—	—	—
SEI Investments Co	N/A	—	271,916	-271,916	-100%	$8.0M	—	—	—
Maltese Capital Management LLC	N/A	—	260,000	-260,000	-100%	$7.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	233,079	-233,079	-100%	$6.9M	—	—	—
Captrust Financial Advisors	N/A	—	226,666	-226,666	-100%	$6.7M	—	—	—
Renaissance Technologies LLC	N/A	—	221,100	-221,100	-100%	$6.5M	—	—	—
First Trust Advisors LP	N/A	—	211,493	-211,493	-100%	$6.2M	—	—	—
UBS Group AG	N/A	—	211,017	-211,017	-100%	$6.2M	—	—	—
Osborne Partners Capital Management, LLC	N/A	—	210,214	-210,214	-100%	$6.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	200,631	-200,631	-100%	$5.9M	—	—	—
Franklin Resources Inc	N/A	—	192,055	-192,055	-100%	$5.7M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	189,038	-189,038	-100%	$5.6M	—	—	—
Marshall Wace, LLP	N/A	—	185,782	-185,782	-100%	$5.5M	—	—	—
UBS Asset Management Americas LLC	N/A	—	182,098	-182,098	-100%	$5.4M	—	—	—
Swiss National Bank	N/A	—	160,100	-160,100	-100%	$4.7M	—	—	—
EJF Capital LP	N/A	—	149,404	-149,404	-100%	$4.4M	—	—	—
Quantinno Capital Management LP	N/A	—	148,543	-148,543	-100%	$4.4M	—	—	—
Invesco Ltd.	N/A	—	136,762	-136,762	-100%	$4.0M	—	—	—
Trexquant Investment LP	N/A	—	123,332	-123,332	-100%	$3.6M	—	—	—
Victory Capital Management Inc	N/A	—	123,260	-123,260	-100%	$3.6M	—	—	—
Towle & Co	N/A	—	120,188	-120,188	-100%	$3.5M	—	—	—
Price T Rowe Associates Inc	N/A	—	119,422	-119,422	-100%	$3.5M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	117,192	-117,192	-100%	$3.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	116,738	-116,738	-100%	$3.4M	—	—	—
Rhumbline Advisers	N/A	—	116,471	-116,471	-100%	$3.4M	—	—	—
Banc Funds Co LLC	N/A	—	114,077	-114,077	-100%	$3.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	102,660	-102,660	-100%	$3.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	101,391	-101,391	-100%	$3.0M	—	—	—
Cozad Asset Management Inc	N/A	—	100,086	-100,086	-100%	$3.0M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	99,797	-99,797	-100%	$2.9M	—	—	—
Alliancebernstein L.P.	N/A	—	93,298	-93,298	-100%	$2.4M	—	—	—
California State Teachers Retirement System	N/A	—	92,042	-92,042	-100%	$2.7M	—	—	—
Citadel Advisors LLC	N/A	—	90,998	-90,998	-100%	$2.7M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	79,767	-79,767	-100%	$2.4M	—	—	—
Stifel Financial Corp	N/A	—	79,128	-79,128	-100%	$2.3M	—	—	—
Wells Fargo & Company	N/A	—	77,325	-77,325	-100%	$2.3M	—	—	—
Members Trust Co	N/A	—	75,000	-75,000	-100%	$2.2M	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	64,389	-64,389	-100%	$1.9M	—	—	—
IEQ Capital, LLC	N/A	—	60,993	-60,993	-100%	$1.8M	—	—	—
XTX Topco Ltd	N/A	—	59,725	-59,725	-100%	$1.8M	—	—	—
Legal & General Group Plc	N/A	—	58,952	-58,952	-100%	$1.7M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	53,467	-53,467	-100%	$1.6M	—	—	—
Balyasny Asset Management L.P.	N/A	—	52,872	-52,872	-100%	$1.6M	—	—	—
Two Sigma Investments, LP	N/A	—	52,024	-52,024	-100%	$1.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	49,751	-49,751	-100%	$1.5M	—	—	—
Rafferty Asset Management, LLC	N/A	—	49,144	-49,144	-100%	$1.4M	—	—	—
Ameriprise Financial Inc	N/A	—	48,643	-48,643	-100%	$1.4M	—	—	—
MetLife Investment Management, LLC	N/A	—	47,731	-47,731	-100%	$1.4M	—	—	—
Nomura Asset Management International Inc.	N/A	—	47,500	-47,500	-100%	$1.4M	—	—	—
Voloridge Investment Management, LLC	N/A	—	47,120	-47,120	-100%	$1.4M	—	—	—
Jain Global LLC	N/A	—	46,165	-46,165	-100%	$1.4M	—	—	—
Royal Bank of Canada	N/A	—	41,893	-41,893	-100%	$1.2M	—	—	—
Mariner, LLC	N/A	—	38,003	-38,003	-100%	$1.1M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	37,817	-37,817	-100%	$1.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	36,757	-36,757	-100%	$1.1M	—	—	—
Kennedy Capital Management LLC	N/A	—	36,693	-36,693	-100%	$1.1M	—	—	—
Jupiter Topco LLC	N/A	—	35,489	-35,489	-100%	$1.0M	—	—	—
Private Advisor Group, LLC	N/A	—	33,724	-33,724	-100%	$994.9K	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	33,160	-33,160	-100%	$978.2K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	31,556	-31,556	-100%	$930.9K	—	—	—
Squarepoint Ops LLC	N/A	—	30,764	-30,764	-100%	$907.5K	—	—	—
SG Americas Securities, LLC	N/A	—	30,067	-30,067	-100%	$887.0K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	30,028	-30,028	-100%	$885.8K	—	—	—
New York State Common Retirement Fund	N/A	—	29,966	-29,966	-100%	$884.0K	—	—	—
HSBC Holdings PLC	N/A	—	29,175	-29,175	-100%	$856.6K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	28,500	-28,500	-100%	$840.8K	—	—	—
Legato Capital Management LLC	N/A	—	27,956	-27,956	-100%	$824.7K	—	—	—
Mutual Advisors, LLC	N/A	—	27,562	-27,562	-100%	$813.1K	—	—	—
Odyssean, LLC	N/A	—	26,299	-26,299	-100%	$775.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	24,236	-24,236	-100%	$715.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	23,708	-23,708	-100%	$699.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	23,326	-23,326	-100%	$688.1K	—	—	—
Raymond James Financial Inc	N/A	—	22,226	-22,226	-100%	$655.7K	—	—	—
M&T Bank Corp	N/A	—	21,768	-21,768	-100%	$642.2K	—	—	—
MAI Capital Management	N/A	—	20,917	-20,917	-100%	$617.1K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	19,533	-19,533	-100%	$576.2K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	19,006	-19,006	-100%	$560.7K	—	—	—
Cerity Partners LLC	N/A	—	18,518	-18,518	-100%	$546.3K	—	—	—
Teacher Retirement System of Texas	N/A	—	18,408	-18,408	-100%	$543.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	18,282	-18,282	-100%	$539.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	18,169	-18,169	-100%	$536.0K	—	—	—
Handelsbanken Fonder AB	N/A	—	17,795	-17,795	-100%	$525	—	—	—
Watershed Asset Management, L.L.C.	N/A	—	17,770	-17,770	-100%	$524.2K	—	—	—
Intech Investment Management LLC	N/A	—	17,114	-17,114	-100%	$504.9K	—	—	—
Engineers Gate Manager LP	N/A	—	17,042	-17,042	-100%	$502.7K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	16,689	-16,689	-100%	$492.3K	—	—	—
Voya Investment Management LLC	N/A	—	15,856	-15,856	-100%	$467.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	14,321	-14,321	-100%	$422.5K	—	—	—
Canada Life Assurance Co	N/A	—	13,886	-13,886	-100%	$409.0K	—	—	—
Prudential Financial Inc	N/A	—	13,589	-13,589	-100%	$400.9K	—	—	—
Inceptionr LLC	N/A	—	13,398	-13,398	-100%	$395.2K	—	—	—
Millstone Evans Group, LLC	N/A	—	13,350	-13,350	-100%	$393.8K	—	—	—
CreativeOne Wealth, LLC	N/A	—	11,756	-11,756	-100%	$346.8K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	10,832	-10,832	-100%	$319.5K	—	—	—
HighTower Advisors, LLC	N/A	—	10,322	-10,322	-100%	$304.5K	—	—	—
Bleakley Financial Group, LLC	N/A	—	10,188	-10,188	-100%	$300.5K	—	—	—
Aigen Investment Management, LP	N/A	—	9,685	-9,685	-100%	$285.7K	—	—	—
Brevan Howard Capital Management LP	N/A	—	9,435	-9,435	-100%	$278.3K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	9,071	-9,071	-100%	$268.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	8,853	-8,853	-100%	$261.2K	—	—	—
Argent Trust Co	N/A	—	8,641	-8,641	-100%	$254.9K	—	—	—
Winton Group Ltd	N/A	—	8,200	-8,200	-100%	$241.9K	—	—	—
DRW Securities, LLC	N/A	—	8,045	-8,045	-100%	$237.3K	—	—	—
&partners	N/A	—	7,848	-7,848	-100%	$231.5K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	7,470	-7,470	-100%	$220.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	7,453	-7,453	-100%	$219.9K	—	—	—
Advisory Services Network, LLC	N/A	—	7,221	-7,221	-100%	$213.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	6,426	-6,426	-100%	$189.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,058	-6,058	-100%	$178.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	4,355	-4,355	-100%	$129.8K	—	—	—
Arax Advisory Partners	N/A	—	4,234	-4,234	-100%	$124.9K	—	—	—
BFC Planning, Inc.	N/A	—	3,352	-3,352	-100%	$98.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	3,352	-3,352	-100%	$98.9K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	2,838	-2,838	-100%	$83.7K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,672	-1,672	-100%	$49.3K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	999	-999	-100%	$29.5K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	968	-968	-100%	$28.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	672	-672	-100%	$19.8K	—	—	—
Optiver Holding B.V.	N/A	—	587	-587	-100%	$17.3K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	573	-573	-100%	$16.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	482	-482	-100%	$14.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	469	-469	-100%	$13.9K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	379	-379	-100%	$11.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	279	-279	-100%	$8.2K	—	—	—
Rothschild Investment LLC	N/A	—	258	-258	-100%	$7.6K	—	—	—
Synergy Investment Management, LLC	N/A	—	216	-216	-100%	$6.6K	—	—	—
Quarry LP	N/A	—	180	-180	-100%	$5.3K	—	—	—
S&T Bank	N/A	—	127	-127	-100%	$3.7K	—	—	—
Ameriflex Group, Inc.	N/A	—	107	-107	-100%	$3.2K	—	—	—
Harbour Investments, Inc.	N/A	—	103	-103	-100%	$3.0K	—	—	—
Huntington National Bank	N/A	—	10	-10	-100%	$295	—	—	—

Showing 277 of 277 institutions