First Interstate Bancsys (FIBK)

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

Shares5,847,662 from 5,783,231

Change+64,431 (+1%)

Value$209.0M (-$14.0M)

Filed 2026-11-04

First Interstate Bank

DECREASED

Shares4,591,104 from 4,614,432

Change-23,328 (-1%)

Value$164.1M (-$13.8M)

Filed 2026-10-23

Bank of New York Mellon Corp

DECREASED

Shares988,130 from 1,002,675

Change-14,545 (-1%)

Value$35.3M (-$3.3M)

Filed 2026-11-05

Leeward Investments, LLC - MA

DECREASED

Shares583,577 from 618,416

Change-34,839 (-6%)

Value$20.9M (-$3.0M)

Filed 2026-10-23

Villere ST Denis J & Co LLC

DECREASED

Shares531,682 from 567,701

Change-36,019 (-6%)

Value$19.0M (-$2.9M)

Filed 2026-11-04

Principal Financial Group Inc

DECREASED

Shares392,120 from 408,613

Change-16,493 (-4%)

Value$14.0M (-$1.7M)

Filed 2026-11-02

Creative Planning

DECREASED

Shares287,027 from 287,738

Change-711 (0%)

Value$10.3M (-$836.8K)

Filed 2026-11-02

Harbor Capital Advisors, Inc.

INCREASED

Shares207,303 from 199,119

Change+8,184 (+4%)

Value$7.4M (-$269.0K)

Filed 2026-10-22

Granite Investment Partners, LLC

DECREASED

Shares171,191 from 174,428

Change-3,237 (-2%)

Value$6.1M (-$607.6K)

Filed 2026-11-04

Moody Aldrich Partners LLC

DECREASED

Shares158,506 from 170,347

Change-11,841 (-7%)

Value$5.7M (-$903.6K)

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares96,737 from 162,386

Change-65,649 (-40%)

Value$3.5M (-$2.8M)

Filed 2026-11-04

Ashton Thomas Private Wealth, LLC

INCREASED

Shares77,164 from 77,159

Change+5 (+0%)

Value$2.8M (-$217.4K)

Filed 2026-11-03

Vest Financial, LLC

INCREASED

Shares57,445 from 55,520

Change+1,925 (+3%)

Value$2.1M (-$87.8K)

Filed 2026-10-21

Allspring Global Investments Holdings, LLC

INCREASED

Shares56,193 from 55,218

Change+975 (+2%)

Value$2.0M (-$117.2K)

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares52,130 from 55,498

Change-3,368 (-6%)

Value$1.9M (-$277.0K)

Filed 2026-11-05

Ritholtz Wealth Management

NEW

Shares49,497

Change+49,497

Value$1.8M

Filed 2026-11-05

Illinois Municipal Retirement Fund

DECREASED

Shares43,482 from 45,679

Change-2,197 (-5%)

Value$1.6M (-$207.3K)

Filed 2026-11-05

Hussman Strategic Advisors, Inc.

UNCHANGED

Shares42,000 from 42,000

Change0 (0%)

Value$1.5M (-$118.4K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares39,802 from 40,630

Change-828 (-2%)

Value$1.4M (-$144.2K)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

DECREASED

Shares35,897 from 59,988

Change-24,091 (-40%)

Value$1.3M (-$1.0M)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares34,900 from 37,000

Change-2,100 (-6%)

Value$1.2M (-$179.4K)

Filed 2026-10-20

Wedge Capital Management L L P

DECREASED

Shares31,785 from 31,907

Change-122 (0%)

Value$1.1M (-$94.3K)

Filed 2026-10-13

D.A. Davidson & Co.

DECREASED

Shares26,621 from 26,685

Change-64 (0%)

Value$951.5K (-$77.5K)

Filed 2026-10-28

Altus Wealth Group LLC

DECREASED

Shares26,609 from 26,964

Change-355 (-1%)

Value$951.0K (-$88.7K)

Filed 2026-10-20

Northern Capital Management, Inc.

DECREASED

Shares25,229 from 51,590

Change-26,361 (-51%)

Value$901.7K (-$1.1M)

Filed 2026-11-05

New York State Teachers Retirement System

DECREASED

Shares24,429 from 25,022

Change-593 (-2%)

Value$873.0K (-$92.0K)

Filed 2026-10-22

Evergreen Capital Management LLC

UNCHANGED

Shares24,067 from 24,067

Change0 (0%)

Value$860.2K (-$67.9K)

Filed 2026-10-23

Arizona State Retirement System

INCREASED

Shares23,250 from 22,839

Change+411 (+2%)

Value$831.0K (-$49.7K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares23,086 from 24,613

Change-1,527 (-6%)

Value$825.1K (-$124.0K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares22,236 from 19,437

Change+2,799 (+14%)

Value$776.9K (+$21.8K)

Filed 2026-10-13

Stockman Wealth Management, Inc.

INCREASED

Shares22,027 from 22,023

Change+4 (+0%)

Value$787.3K (-$62.0K)

Filed 2026-10-27

Amalgamated Bank

DECREASED

Shares21,515 from 22,901

Change-1,386 (-6%)

Value$769.0K (-$114.0K)

Filed 2026-10-23

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares20,909 from 19,378

Change+1,531 (+8%)

Value$747.3K (+$72)

Filed 2026-10-13

Yousif Capital Management, LLC

DECREASED

Shares20,888 from 22,754

Change-1,866 (-8%)

Value$746.5K (-$130.9K)

Filed 2026-10-22

Kestra Investment Management, LLC

DECREASED

Shares20,088 from 27,423

Change-7,335 (-27%)

Value$717.9K (-$339.5K)

Filed 2026-11-04

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares19,311 from 20,041

Change-730 (-4%)

Value$690.2K (-$82.6K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares18,400 from 19,200

Change-800 (-4%)

Value$657.6K (-$82.7K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares18,148 from 12,268

Change+5,880 (+48%)

Value$648.6K (+$175.6K)

Filed 2026-11-05

Inspire Investing, LLC

INCREASED

Shares17,847 from 17,722

Change+125 (+1%)

Value$637.9K (-$45.5K)

Filed 2026-10-22

State of Alaska, Department of Revenue

DECREASED

Shares17,625 from 32,135

Change-14,510 (-45%)

Value$629.0K (-$609.0K)

Filed 2026-10-15

WBI Investments, LLC

DECREASED

Shares17,306 from 19,679

Change-2,373 (-12%)

Value$618.5K (-$140.3K)

Filed 2026-11-05

Arga Investment Management, LP

UNCHANGED

Shares15,510 from 15,510

Change0 (0%)

Value$554.3K (-$43.7K)

Filed 2026-10-30

Allied Investment Advisors, LLC

DECREASED

Shares14,078 from 14,158

Change-80 (-1%)

Value$503.1K (-$42.8K)

Filed 2026-10-13

Davidson Investment Advisors

DECREASED

Shares14,030 from 478,878

Change-464,848 (-97%)

Value$501.4K (-$18.0M)

Filed 2026-10-20

Pictet Asset Management Holding SA

UNCHANGED

Shares13,298 from 13,298

Change0 (0%)

Value$475.3K (-$37.5K)

Filed 2026-11-03

Teza Capital Management LLC

NEW

Shares12,304

Change+12,304

Value$439.7K

Filed 2026-10-23

ProShare Advisors LLC

DECREASED

Shares12,263 from 13,012

Change-749 (-6%)

Value$438.3K (-$63.5K)

Filed 2026-10-29

Naples Global Advisors, LLC

INCREASED

Shares11,460 from 11,310

Change+150 (+1%)

Value$409.6K (-$26.5K)

Filed 2026-11-05

Vise Technologies, Inc.

INCREASED

Shares10,172 from 6,893

Change+3,279 (+48%)

Value$363.5K (+$97.8K)

Filed 2026-10-29

US Bancorp \de\

INCREASED

Shares9,470 from 9,141

Change+329 (+4%)

Value$338.5K (-$14.0K)

Filed 2026-11-05

Mutual of America Capital Management LLC

DECREASED

Shares9,353 from 9,680

Change-327 (-3%)

Value$334.3K (-$39.0K)

Filed 2026-10-23

Keybank National Association

INCREASED

Shares8,901 from 8,410

Change+491 (+6%)

Value$318.1K (-$6.2K)

Filed 2026-11-04

Xponance LLC

DECREASED

Shares8,781 from 9,176

Change-395 (-4%)

Value$313.8K (-$40.0K)

Filed 2026-11-03

Curran Financial Partners, LLC

UNCHANGED

Shares8,625 from 8,625

Change0 (0%)

Value$308.3K (-$24.3K)

Filed 2026-11-04

CIBC Asset Management Inc

DECREASED

Shares8,125 from 8,403

Change-278 (-3%)

Value$290.4K (-$33.6K)

Filed 2026-11-05

Signaturefd, LLC

DECREASED

Shares7,365 from 7,607

Change-242 (-3%)

Value$263.2K (-$30.1K)

Filed 2026-10-23

Profund Advisors LLC

DECREASED

Shares6,404 from 6,874

Change-470 (-7%)

Value$228.9K (-$36.2K)

Filed 2026-10-29

OpenArc Corporate Advisory, LLC

NEW

Shares6,090

Change+6,090

Value$217.7K

Filed 2026-10-21

AdvisorNet Financial, Inc

INCREASED

Shares6,055 from 5,125

Change+930 (+18%)

Value$208.1K (+$10.5K)

Filed 2026-10-15

Davidson Trust Co

UNCHANGED

Shares5,684 from 5,684

Change0 (0%)

Value$203.1K (-$16.0K)

Filed 2026-10-09

Nisa Investment Advisors, LLC

DECREASED

Shares4,311 from 12,507

Change-8,196 (-66%)

Value$154.1K (-$328.2K)

Filed 2026-10-20

IFP Advisors, Inc

INCREASED

Shares3,461 from 3,422

Change+39 (+1%)

Value$123.7K (-$8.3K)

Filed 2026-10-16

SJS Investment Consulting Inc.

INCREASED

Shares3,110 from 3,000

Change+110 (+4%)

Value$111.2K (-$4.5K)

Filed 2026-10-26

KBC Group NV

UNCHANGED

Shares2,726 from 2,726

Change0 (0%)

Value$97.0K (-$8.0K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares2,698 from 2,059

Change+639 (+31%)

Value$96.4K (+$17.0K)

Filed 2026-10-08

Versant Capital Management, Inc

INCREASED

Shares2,598 from 2,560

Change+38 (+1%)

Value$92.9K (-$5.9K)

Filed 2026-10-02

Strs Ohio

INCREASED

Shares2,400 from 1,700

Change+700 (+41%)

Value$85.8K (+$20.2K)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

INCREASED

Shares2,355 from 1,950

Change+405 (+21%)

Value$84.2K (+$9.0K)

Filed 2026-11-04

Covestor Ltd

INCREASED

Shares1,946 from 1,935

Change+11 (+1%)

Value$70.0K (-$5.0K)

Filed 2026-10-30

Sterling Capital Management LLC

DECREASED

Shares1,765 from 1,851

Change-86 (-5%)

Value$63.1K (-$8.3K)

Filed 2026-10-22

Fulcrum Asset Management LLP

INCREASED

Shares1,388 from 352

Change+1,036 (+294%)

Value$50.0K (+$36.4K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,275 from 1,254

Change+21 (+2%)

Value$45.6K (-$2.8K)

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares738 from 596

Change+142 (+24%)

Value$26.4K (+$3.4K)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares695

Change+695

Value$24.8K

Filed 2026-10-21

Cedar Mountain Advisors, LLC

UNCHANGED

Shares675 from 675

Change0 (0%)

Value$24.1K (-$1.9K)

Filed 2026-10-15

Bayforest Capital Ltd

DECREASED

Shares543 from 1,557

Change-1,014 (-65%)

Value$19.4K (-$40.6K)

Filed 2026-11-03

Salomon & Ludwin, LLC

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$16.1K (-$1.6K)

Filed 2026-10-29

Triumph Capital Management

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$10.7K (-$846)

Filed 2026-10-14

Bare Financial Services, Inc

INCREASED

Shares260 from 224

Change+36 (+16%)

Value$9.3K (+$656)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

NEW

Shares255

Change+255

Value$9.1K

Filed 2026-11-04

Parallel Advisors, LLC

DECREASED

Shares197 from 213

Change-16 (-8%)

Value$7.0K (-$1.2K)

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

INCREASED

Shares149 from 2

Change+147 (+7350%)

Value$5.3K (+$5.2K)

Filed 2026-10-29

Fortitude Family Office, LLC

INCREASED

Shares147 from 136

Change+11 (+8%)

Value$5.3K (+$10)

Filed 2026-10-14

First Horizon Corp

DECREASED

Shares141 from 1,080

Change-939 (-87%)

Value$5.0K (-$36.6K)

Filed 2026-10-26

WPG Advisers, LLC

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$4.9K (-$387)

Filed 2026-10-27

UMB Private Wealth Management, LLC

NEW

Shares125

Change+125

Value$4.5K

Filed 2026-10-19

Parkside Financial Bank & Trust

INCREASED

Shares100 from 30

Change+70 (+233%)

Value$3.6K (+$2.4K)

Filed 2026-10-27

Financial Perspectives, Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.6K (-$282)

Filed 2026-11-03

Farmers & Merchants Investments Inc

INCREASED

Shares79 from 50

Change+29 (+58%)

Value$2.8K (+$895)

Filed 2026-10-22

Creative Capital Management Investments LLC

INCREASED

Shares75 from 36

Change+39 (+108%)

Value$2.7K (+$1.3K)

Filed 2026-10-28

Torren Management, LLC

UNCHANGED

Shares71 from 71

Change0 (0%)

Value$2.5K (-$211)

Filed 2026-10-29

JFS Wealth Advisors, LLC

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$2.3K (-$180)

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$1.5K (-$116)

Filed 2026-10-21

Larson Financial Group LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$1.5K (-$116)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$1.5K (-$116)

Filed 2026-10-20

Valley National Advisers Inc

NEW

Shares33

Change+33

Value$1.2K

Filed 2026-10-23

Essential Partners LLC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$1.1K (-$90)

Filed 2026-10-14

Private Wealth Management Group, LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$1.1K (-$88)

Filed 2026-10-19

Ascentis Wealth Management, LLC

NEW

Shares24

Change+24

Value$857

Filed 2026-11-03

Bell Investment Advisors, Inc

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$823 (-$64)

Filed 2026-10-29

Bay Harbor Wealth Management, LLC

INCREASED

Shares20 from 16

Change+4 (+25%)

Value$715 (+$98)

Filed 2026-11-03

True Wealth Design, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$715 (-$57)

Filed 2026-10-13

Hughes Financial Services, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$721 (-$12)

Filed 2026-10-30

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$608 (-$48)

Filed 2026-10-16

Financial Consulate, Inc

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$572 (-$45)

Filed 2026-10-23

SBI Securities Co., Ltd.

DECREASED

Shares15 from 16

Change-1 (-6%)

Value$536 (-$81)

Filed 2026-10-22

Davis Capital Management

INCREASED

Shares10 from 5

Change+5 (+100%)

Value$357 (+$164)

Filed 2026-10-08

GHP Investment Advisors, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$215 (-$17)

Filed 2026-10-15

Owl Creek Wealth Partners LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$179 (-$14)

Filed 2026-10-20

DecisionPoint Financial, LLC

INCREASED

Shares4 from 3

Change+1 (+33%)

Value$144 (+$26)

Filed 2026-10-27

Gilpin Wealth Management, LLC

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$36 (-$42)

Filed 2026-10-09

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$36 (-$3)

Filed 2026-10-15

Telos Capital Management, Inc.

CLOSED

Shares0 from 6,563

Change-6,563 (-100%)

Value$0 (-$253.1K)

Filed 2026-11-02

Oppenheimer Asset Management Inc.

CLOSED

Shares0 from 5,669

Change-5,669 (-100%)

Value$0 (-$218.6K)

Filed 2026-10-27

Virginia Retirement Systems ET Al

CLOSED

Shares0 from 5,500

Change-5,500 (-100%)

Value$0 (-$212.1K)

Filed 2026-10-28

Quadrant Capital Group LLC

CLOSED

Shares0 from 5,229

Change-5,229 (-100%)

Value$0 (-$201.6K)

Filed 2026-10-20

Pittenger & Anderson Inc

CLOSED

Shares0 from 294

Change-294 (-100%)

Value$0 (-$11.3K)

Filed 2026-11-02

Navigoe, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 13,732,702

Change-13,732,702 (-100%)

Value—

State Street Corp

N/A

Shares— from 6,250,817

Change-6,250,817 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 5,506,456

Change-5,506,456 (-100%)

Value—

HoldCo Asset Management, LPA

N/A

Shares— from 3,950,107

Change-3,950,107 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 3,768,343

Change-3,768,343 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,738,371

Change-3,738,371 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,463,971

Change-2,463,971 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 2,387,561

Change-2,387,561 (-100%)

Value—

Capital International Investors

N/A

Shares— from 2,341,826

Change-2,341,826 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 2,149,403

Change-2,149,403 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 2,018,138

Change-2,018,138 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,639,233

Change-1,639,233 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,462,281

Change-1,462,281 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,427,500

Change-1,427,500 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,405,780

Change-1,405,780 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 1,313,141

Change-1,313,141 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 1,209,484

Change-1,209,484 (-100%)

Value—

Capital World Investors

N/A

Shares— from 1,178,546

Change-1,178,546 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,168,761

Change-1,168,761 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,057,053

Change-1,057,053 (-100%)

Value—

Cramer Rosenthal Mcglynn LLC

N/A

Shares— from 1,034,043

Change-1,034,043 (-100%)

Value—

Norges Bank

N/A

Shares— from 978,151

Change-978,151 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 978,127

Change-978,127 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 778,006

Change-778,006 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 753,537

Change-753,537 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 638,735

Change-638,735 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 562,670

Change-562,670 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 474,951

Change-474,951 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 463,086

Change-463,086 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 396,596

Change-396,596 (-100%)

Value—

Aristotle Capital Boston, LLC

N/A

Shares— from 348,476

Change-348,476 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 323,328

Change-323,328 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 290,375

Change-290,375 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 283,210

Change-283,210 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 265,538

Change-265,538 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 254,704

Change-254,704 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 225,315

Change-225,315 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 213,407

Change-213,407 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 200,880

Change-200,880 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 195,222

Change-195,222 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 190,823

Change-190,823 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 175,090

Change-175,090 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 166,967

Change-166,967 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 166,046

Change-166,046 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 163,237

Change-163,237 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 150,404

Change-150,404 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 148,650

Change-148,650 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 148,554

Change-148,554 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 146,228

Change-146,228 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 146,003

Change-146,003 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 130,151

Change-130,151 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 125,812

Change-125,812 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 124,773

Change-124,773 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 120,993

Change-120,993 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 118,482

Change-118,482 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 111,923

Change-111,923 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 107,173

Change-107,173 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 102,340

Change-102,340 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 101,844

Change-101,844 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 99,986

Change-99,986 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 99,913

Change-99,913 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 96,822

Change-96,822 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 95,526

Change-95,526 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 95,236

Change-95,236 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 94,239

Change-94,239 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 93,834

Change-93,834 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 88,830

Change-88,830 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 88,170

Change-88,170 (-100%)

Value—

Phocas Financial Corp.

N/A

Shares— from 87,228

Change-87,228 (-100%)

Value—

Cladis Investment Advisory, LLC

N/A

Shares— from 83,865

Change-83,865 (-100%)

Value—

Barclays PLC

N/A

Shares— from 76,890

Change-76,890 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 74,225

Change-74,225 (-100%)

Value—

NFJ Investment Group, LLC

N/A

Shares— from 73,862

Change-73,862 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 72,582

Change-72,582 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 66,731

Change-66,731 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 61,822

Change-61,822 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 61,210

Change-61,210 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 59,664

Change-59,664 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 53,435

Change-53,435 (-100%)

Value—

Cypress Capital Management LLC (WY)

N/A

Shares— from 52,108

Change-52,108 (-100%)

Value—

Man Group plc

N/A

Shares— from 50,993

Change-50,993 (-100%)

Value—

Amundi

N/A

Shares— from 49,196

Change-49,196 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 48,248

Change-48,248 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 46,055

Change-46,055 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 44,810

Change-44,810 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 44,496

Change-44,496 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 43,598

Change-43,598 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 42,297

Change-42,297 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 41,104

Change-41,104 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 38,438

Change-38,438 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 37,395

Change-37,395 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 34,989

Change-34,989 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 33,858

Change-33,858 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 33,772

Change-33,772 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 33,684

Change-33,684 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 30,636

Change-30,636 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 30,337

Change-30,337 (-100%)

Value—

American Trust

N/A

Shares— from 28,570

Change-28,570 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 27,089

Change-27,089 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 25,887

Change-25,887 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 25,334

Change-25,334 (-100%)

Value—

Capstone Wealth Management, Inc.

N/A

Shares— from 23,667

Change-23,667 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 23,153

Change-23,153 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 22,174

Change-22,174 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 21,706

Change-21,706 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 21,496

Change-21,496 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 20,787

Change-20,787 (-100%)

Value—

denkapparat Operations GmbH

N/A

Shares— from 20,596

Change-20,596 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 20,382

Change-20,382 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 20,378

Change-20,378 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 20,149

Change-20,149 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 19,865

Change-19,865 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 19,226

Change-19,226 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 19,045

Change-19,045 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 18,886

Change-18,886 (-100%)

Value—

Cullen Capital Management, LLC

N/A

Shares— from 18,177

Change-18,177 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 16,567

Change-16,567 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,750

Change-15,750 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 15,137

Change-15,137 (-100%)

Value—

Vela Investment Management, LLC

N/A

Shares— from 14,601

Change-14,601 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 14,600

Change-14,600 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 14,478

Change-14,478 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 14,462

Change-14,462 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 14,389

Change-14,389 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 13,799

Change-13,799 (-100%)

Value—

South Dakota Investment Council

N/A

Shares— from 13,727

Change-13,727 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 13,263

Change-13,263 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,411

Change-12,411 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 11,048

Change-11,048 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 11,043

Change-11,043 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 9,959

Change-9,959 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 9,842

Change-9,842 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 8,939

Change-8,939 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 8,374

Change-8,374 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 8,335

Change-8,335 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 7,968

Change-7,968 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 7,750

Change-7,750 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 7,157

Change-7,157 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,047

Change-7,047 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 6,679

Change-6,679 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 6,642

Change-6,642 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 6,536

Change-6,536 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 6,227

Change-6,227 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 6,203

Change-6,203 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,027

Change-6,027 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 5,861

Change-5,861 (-100%)

Value—

Stephens Inc

N/A

Shares— from 5,356

Change-5,356 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 5,338

Change-5,338 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 5,220

Change-5,220 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,706

Change-4,706 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,529

Change-2,529 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,025

Change-2,025 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,734

Change-1,734 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,673

Change-1,673 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,604

Change-1,604 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,555

Change-1,555 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 980

Change-980 (-100%)

Value—

Morse Asset Management, Inc

N/A

Shares— from 700

Change-700 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 698

Change-698 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 593

Change-593 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 593

Change-593 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 526

Change-526 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 492

Change-492 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 446

Change-446 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 387

Change-387 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 200

Change-200 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 198

Change-198 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 174

Change-174 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 172

Change-172 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 168

Change-168 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 163

Change-163 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 153

Change-153 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 127

Change-127 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 74

Change-74 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 48

Change-48 (-100%)

Value—

Neo Ivy Capital Management

N/A

Shares— from 46

Change-46 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 42

Change-42 (-100%)

Value—

Ross\johnson & Associates LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Quarry LP

N/A

Shares— from 10

Change-10 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	5,847,662	5,783,231	+64,431	+1%	$223.0M	$209.0M	-$14.0M	2026-11-04
First Interstate Bank	DECREASED	4,591,104	4,614,432	-23,328	-1%	$177.9M	$164.1M	-$13.8M	2026-10-23
Bank of New York Mellon Corp	DECREASED	988,130	1,002,675	-14,545	-1%	$38.7M	$35.3M	-$3.3M	2026-11-05
Leeward Investments, LLC - MA	DECREASED	583,577	618,416	-34,839	-6%	$23.8M	$20.9M	-$3.0M	2026-10-23
Villere ST Denis J & Co LLC	DECREASED	531,682	567,701	-36,019	-6%	$21.9M	$19.0M	-$2.9M	2026-11-04
Principal Financial Group Inc	DECREASED	392,120	408,613	-16,493	-4%	$15.8M	$14.0M	-$1.7M	2026-11-02
Creative Planning	DECREASED	287,027	287,738	-711	0%	$11.1M	$10.3M	-$836.8K	2026-11-02
Harbor Capital Advisors, Inc.	INCREASED	207,303	199,119	+8,184	+4%	$7.7M	$7.4M	-$269.0K	2026-10-22
Granite Investment Partners, LLC	DECREASED	171,191	174,428	-3,237	-2%	$6.7M	$6.1M	-$607.6K	2026-11-04
Moody Aldrich Partners LLC	DECREASED	158,506	170,347	-11,841	-7%	$6.6M	$5.7M	-$903.6K	2026-10-27
Citigroup Inc	DECREASED	96,737	162,386	-65,649	-40%	$6.3M	$3.5M	-$2.8M	2026-11-04
Ashton Thomas Private Wealth, LLC	INCREASED	77,164	77,159	+5	+0%	$3.0M	$2.8M	-$217.4K	2026-11-03
Vest Financial, LLC	INCREASED	57,445	55,520	+1,925	+3%	$2.1M	$2.1M	-$87.8K	2026-10-21
Allspring Global Investments Holdings, LLC	INCREASED	56,193	55,218	+975	+2%	$2.1M	$2.0M	-$117.2K	2026-11-04
Thrivent Financial for Lutherans	DECREASED	52,130	55,498	-3,368	-6%	$2.1M	$1.9M	-$277.0K	2026-11-05
Ritholtz Wealth Management	NEW	49,497	—	+49,497	—	—	$1.8M	—	2026-11-05
Illinois Municipal Retirement Fund	DECREASED	43,482	45,679	-2,197	-5%	$1.8M	$1.6M	-$207.3K	2026-11-05
Hussman Strategic Advisors, Inc.	UNCHANGED	42,000	42,000	0	0%	$1.6M	$1.5M	-$118.4K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	39,802	40,630	-828	-2%	$1.6M	$1.4M	-$144.2K	2026-11-02
State of New Jersey Common Pension Fund D	DECREASED	35,897	59,988	-24,091	-40%	$2.3M	$1.3M	-$1.0M	2026-11-05
Louisiana State Employees Retirement System	DECREASED	34,900	37,000	-2,100	-6%	$1.4M	$1.2M	-$179.4K	2026-10-20
Wedge Capital Management L L P	DECREASED	31,785	31,907	-122	0%	$1.2M	$1.1M	-$94.3K	2026-10-13
D.A. Davidson & Co.	DECREASED	26,621	26,685	-64	0%	$1.0M	$951.5K	-$77.5K	2026-10-28
Altus Wealth Group LLC	DECREASED	26,609	26,964	-355	-1%	$1.0M	$951.0K	-$88.7K	2026-10-20
Northern Capital Management, Inc.	DECREASED	25,229	51,590	-26,361	-51%	$2.0M	$901.7K	-$1.1M	2026-11-05
New York State Teachers Retirement System	DECREASED	24,429	25,022	-593	-2%	$965.0K	$873.0K	-$92.0K	2026-10-22
Evergreen Capital Management LLC	UNCHANGED	24,067	24,067	0	0%	$928.0K	$860.2K	-$67.9K	2026-10-23
Arizona State Retirement System	INCREASED	23,250	22,839	+411	+2%	$880.7K	$831.0K	-$49.7K	2026-11-03
Fifth Third Bancorp	DECREASED	23,086	24,613	-1,527	-6%	$949.1K	$825.1K	-$124.0K	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	22,236	19,437	+2,799	+14%	$755.1K	$776.9K	+$21.8K	2026-10-13
Stockman Wealth Management, Inc.	INCREASED	22,027	22,023	+4	+0%	$849.2K	$787.3K	-$62.0K	2026-10-27
Amalgamated Bank	DECREASED	21,515	22,901	-1,386	-6%	$883.0K	$769.0K	-$114.0K	2026-10-23
Hennion & Walsh Asset Management, Inc.	INCREASED	20,909	19,378	+1,531	+8%	$747.2K	$747.3K	+$72	2026-10-13
Yousif Capital Management, LLC	DECREASED	20,888	22,754	-1,866	-8%	$877.4K	$746.5K	-$130.9K	2026-10-22
Kestra Investment Management, LLC	DECREASED	20,088	27,423	-7,335	-27%	$1.1M	$717.9K	-$339.5K	2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	19,311	20,041	-730	-4%	$772.8K	$690.2K	-$82.6K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	18,400	19,200	-800	-4%	$740.4K	$657.6K	-$82.7K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	18,148	12,268	+5,880	+48%	$473.1K	$648.6K	+$175.6K	2026-11-05
Inspire Investing, LLC	INCREASED	17,847	17,722	+125	+1%	$683.4K	$637.9K	-$45.5K	2026-10-22
State of Alaska, Department of Revenue	DECREASED	17,625	32,135	-14,510	-45%	$1.2M	$629.0K	-$609.0K	2026-10-15
WBI Investments, LLC	DECREASED	17,306	19,679	-2,373	-12%	$758.8K	$618.5K	-$140.3K	2026-11-05
Arga Investment Management, LP	UNCHANGED	15,510	15,510	0	0%	$598.1K	$554.3K	-$43.7K	2026-10-30
Allied Investment Advisors, LLC	DECREASED	14,078	14,158	-80	-1%	$545.9K	$503.1K	-$42.8K	2026-10-13
Davidson Investment Advisors	DECREASED	14,030	478,878	-464,848	-97%	$18.5M	$501.4K	-$18.0M	2026-10-20
Pictet Asset Management Holding SA	UNCHANGED	13,298	13,298	0	0%	$512.8K	$475.3K	-$37.5K	2026-11-03
Teza Capital Management LLC	NEW	12,304	—	+12,304	—	—	$439.7K	—	2026-10-23
ProShare Advisors LLC	DECREASED	12,263	13,012	-749	-6%	$501.7K	$438.3K	-$63.5K	2026-10-29
Naples Global Advisors, LLC	INCREASED	11,460	11,310	+150	+1%	$436.1K	$409.6K	-$26.5K	2026-11-05
Vise Technologies, Inc.	INCREASED	10,172	6,893	+3,279	+48%	$265.8K	$363.5K	+$97.8K	2026-10-29
US Bancorp \de\	INCREASED	9,470	9,141	+329	+4%	$352.5K	$338.5K	-$14.0K	2026-11-05
Mutual of America Capital Management LLC	DECREASED	9,353	9,680	-327	-3%	$373.3K	$334.3K	-$39.0K	2026-10-23
Keybank National Association	INCREASED	8,901	8,410	+491	+6%	$324.3K	$318.1K	-$6.2K	2026-11-04
Xponance LLC	DECREASED	8,781	9,176	-395	-4%	$353.8K	$313.8K	-$40.0K	2026-11-03
Curran Financial Partners, LLC	UNCHANGED	8,625	8,625	0	0%	$332.6K	$308.3K	-$24.3K	2026-11-04
CIBC Asset Management Inc	DECREASED	8,125	8,403	-278	-3%	$324.0K	$290.4K	-$33.6K	2026-11-05
Signaturefd, LLC	DECREASED	7,365	7,607	-242	-3%	$293.3K	$263.2K	-$30.1K	2026-10-23
Profund Advisors LLC	DECREASED	6,404	6,874	-470	-7%	$265.1K	$228.9K	-$36.2K	2026-10-29
OpenArc Corporate Advisory, LLC	NEW	6,090	—	+6,090	—	—	$217.7K	—	2026-10-21
AdvisorNet Financial, Inc	INCREASED	6,055	5,125	+930	+18%	$197.6K	$208.1K	+$10.5K	2026-10-15
Davidson Trust Co	UNCHANGED	5,684	5,684	0	0%	$219.2K	$203.1K	-$16.0K	2026-10-09
Nisa Investment Advisors, LLC	DECREASED	4,311	12,507	-8,196	-66%	$482.3K	$154.1K	-$328.2K	2026-10-20
IFP Advisors, Inc	INCREASED	3,461	3,422	+39	+1%	$132.0K	$123.7K	-$8.3K	2026-10-16
SJS Investment Consulting Inc.	INCREASED	3,110	3,000	+110	+4%	$115.7K	$111.2K	-$4.5K	2026-10-26
KBC Group NV	UNCHANGED	2,726	2,726	0	0%	$105.0K	$97.0K	-$8.0K	2026-10-22
Gamma Investing LLC	INCREASED	2,698	2,059	+639	+31%	$79.4K	$96.4K	+$17.0K	2026-10-08
Versant Capital Management, Inc	INCREASED	2,598	2,560	+38	+1%	$98.7K	$92.9K	-$5.9K	2026-10-02
Strs Ohio	INCREASED	2,400	1,700	+700	+41%	$65.6K	$85.8K	+$20.2K	2026-10-30
EverSource Wealth Advisors, LLC	INCREASED	2,355	1,950	+405	+21%	$75.2K	$84.2K	+$9.0K	2026-11-04
Covestor Ltd	INCREASED	1,946	1,935	+11	+1%	$75.0K	$70.0K	-$5.0K	2026-10-30
Sterling Capital Management LLC	DECREASED	1,765	1,851	-86	-5%	$71.4K	$63.1K	-$8.3K	2026-10-22
Fulcrum Asset Management LLP	INCREASED	1,388	352	+1,036	+294%	$13.6K	$50.0K	+$36.4K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,275	1,254	+21	+2%	$48.4K	$45.6K	-$2.8K	2026-10-27
Farther Finance Advisors, LLC	INCREASED	738	596	+142	+24%	$23.0K	$26.4K	+$3.4K	2026-10-08
Root Financial Partners, LLC	NEW	695	—	+695	—	—	$24.8K	—	2026-10-21
Cedar Mountain Advisors, LLC	UNCHANGED	675	675	0	0%	$26.0K	$24.1K	-$1.9K	2026-10-15
Bayforest Capital Ltd	DECREASED	543	1,557	-1,014	-65%	$60.0K	$19.4K	-$40.6K	2026-11-03
Salomon & Ludwin, LLC	UNCHANGED	450	450	0	0%	$17.7K	$16.1K	-$1.6K	2026-10-29
Triumph Capital Management	UNCHANGED	300	300	0	0%	$11.6K	$10.7K	-$846	2026-10-14
Bare Financial Services, Inc	INCREASED	260	224	+36	+16%	$8.6K	$9.3K	+$656	2026-11-04
Plante Moran Financial Advisors, LLC	NEW	255	—	+255	—	—	$9.1K	—	2026-11-04
Parallel Advisors, LLC	DECREASED	197	213	-16	-8%	$8.2K	$7.0K	-$1.2K	2026-11-03
Caitong International Asset Management Co., Ltd	INCREASED	149	2	+147	+7350%	$77	$5.3K	+$5.2K	2026-10-29
Fortitude Family Office, LLC	INCREASED	147	136	+11	+8%	$5.2K	$5.3K	+$10	2026-10-14
First Horizon Corp	DECREASED	141	1,080	-939	-87%	$41.6K	$5.0K	-$36.6K	2026-10-26
WPG Advisers, LLC	UNCHANGED	137	137	0	0%	$5.3K	$4.9K	-$387	2026-10-27
UMB Private Wealth Management, LLC	NEW	125	—	+125	—	—	$4.5K	—	2026-10-19
Parkside Financial Bank & Trust	INCREASED	100	30	+70	+233%	$1.2K	$3.6K	+$2.4K	2026-10-27
Financial Perspectives, Inc	UNCHANGED	100	100	0	0%	$3.9K	$3.6K	-$282	2026-11-03
Farmers & Merchants Investments Inc	INCREASED	79	50	+29	+58%	$1.9K	$2.8K	+$895	2026-10-22
Creative Capital Management Investments LLC	INCREASED	75	36	+39	+108%	$1.4K	$2.7K	+$1.3K	2026-10-28
Torren Management, LLC	UNCHANGED	71	71	0	0%	$2.7K	$2.5K	-$211	2026-10-29
JFS Wealth Advisors, LLC	UNCHANGED	64	64	0	0%	$2.5K	$2.3K	-$180	2026-11-03
Assetmark, Inc	UNCHANGED	41	41	0	0%	$1.6K	$1.5K	-$116	2026-10-21
Larson Financial Group LLC	UNCHANGED	41	41	0	0%	$1.6K	$1.5K	-$116	2026-11-05
Private Trust Co NA	UNCHANGED	41	41	0	0%	$1.6K	$1.5K	-$116	2026-10-20
Valley National Advisers Inc	NEW	33	—	+33	—	—	$1.2K	—	2026-10-23
Essential Partners LLC	UNCHANGED	32	32	0	0%	$1.2K	$1.1K	-$90	2026-10-14
Private Wealth Management Group, LLC	UNCHANGED	31	31	0	0%	$1.2K	$1.1K	-$88	2026-10-19
Ascentis Wealth Management, LLC	NEW	24	—	+24	—	—	$857	—	2026-11-03
Bell Investment Advisors, Inc	UNCHANGED	23	23	0	0%	$887	$823	-$64	2026-10-29
Bay Harbor Wealth Management, LLC	INCREASED	20	16	+4	+25%	$617	$715	+$98	2026-11-03
True Wealth Design, LLC	UNCHANGED	20	20	0	0%	$772	$715	-$57	2026-10-13
Hughes Financial Services, LLC	UNCHANGED	19	19	0	0%	$733	$721	-$12	2026-10-30
DiNuzzo Private Wealth, Inc.	UNCHANGED	17	17	0	0%	$656	$608	-$48	2026-10-16
Financial Consulate, Inc	UNCHANGED	16	16	0	0%	$617	$572	-$45	2026-10-23
SBI Securities Co., Ltd.	DECREASED	15	16	-1	-6%	$617	$536	-$81	2026-10-22
Davis Capital Management	INCREASED	10	5	+5	+100%	$193	$357	+$164	2026-10-08
GHP Investment Advisors, Inc.	UNCHANGED	6	6	0	0%	$232	$215	-$17	2026-10-15
Owl Creek Wealth Partners LLC	UNCHANGED	5	5	0	0%	$193	$179	-$14	2026-10-20
DecisionPoint Financial, LLC	INCREASED	4	3	+1	+33%	$118	$144	+$26	2026-10-27
Gilpin Wealth Management, LLC	DECREASED	1	2	-1	-50%	$78	$36	-$42	2026-10-09
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$39	$36	-$3	2026-10-15
Telos Capital Management, Inc.	CLOSED	0	6,563	-6,563	-100%	$253.1K	$0	-$253.1K	2026-11-02
Oppenheimer Asset Management Inc.	CLOSED	0	5,669	-5,669	-100%	$218.6K	$0	-$218.6K	2026-10-27
Virginia Retirement Systems ET Al	CLOSED	0	5,500	-5,500	-100%	$212.1K	$0	-$212.1K	2026-10-28
Quadrant Capital Group LLC	CLOSED	0	5,229	-5,229	-100%	$201.6K	$0	-$201.6K	2026-10-20
Pittenger & Anderson Inc	CLOSED	0	294	-294	-100%	$11.3K	$0	-$11.3K	2026-11-02
Navigoe, LLC	CLOSED	0	9	-9	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	13,732,702	-13,732,702	-100%	$529.5M	—	—	—
State Street Corp	N/A	—	6,250,817	-6,250,817	-100%	$241.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	5,506,456	-5,506,456	-100%	$212.3M	—	—	—
HoldCo Asset Management, LPA	N/A	—	3,950,107	-3,950,107	-100%	$152.3M	—	—	—
Wellington Management Group LLP	N/A	—	3,768,343	-3,768,343	-100%	$145.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,738,371	-3,738,371	-100%	$144.2M	—	—	—
FMR LLC	N/A	—	2,463,971	-2,463,971	-100%	$95.0M	—	—	—
Geode Capital Management, LLC	N/A	—	2,387,561	-2,387,561	-100%	$92.1M	—	—	—
Capital International Investors	N/A	—	2,341,826	-2,341,826	-100%	$90.3M	—	—	—
Victory Capital Management Inc	N/A	—	2,149,403	-2,149,403	-100%	$82.9M	—	—	—
Nomura Asset Management International Inc.	N/A	—	2,018,138	-2,018,138	-100%	$77.8M	—	—	—
Morgan Stanley	N/A	—	1,639,233	-1,639,233	-100%	$63.2M	—	—	—
Bank of America Corp	N/A	—	1,462,281	-1,462,281	-100%	$56.4M	—	—	—
Franklin Resources Inc	N/A	—	1,427,500	-1,427,500	-100%	$55.0M	—	—	—
JPMorgan Chase & Co	N/A	—	1,405,780	-1,405,780	-100%	$54.4M	—	—	—
First Trust Advisors LP	N/A	—	1,313,141	-1,313,141	-100%	$50.6M	—	—	—
Massachusetts Financial Services Co	N/A	—	1,209,484	-1,209,484	-100%	$46.6M	—	—	—
Capital World Investors	N/A	—	1,178,546	-1,178,546	-100%	$45.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,168,761	-1,168,761	-100%	$45.1M	—	—	—
UBS Group AG	N/A	—	1,057,053	-1,057,053	-100%	$40.8M	—	—	—
Cramer Rosenthal Mcglynn LLC	N/A	—	1,034,043	-1,034,043	-100%	$39.9M	—	—	—
Norges Bank	N/A	—	978,151	-978,151	-100%	$37.7M	—	—	—
Northern Trust Corp	N/A	—	978,127	-978,127	-100%	$37.7M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	778,006	-778,006	-100%	$30.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	753,537	-753,537	-100%	$29.1M	—	—	—
Millennium Management LLC	N/A	—	638,735	-638,735	-100%	$24.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	562,670	-562,670	-100%	$21.7M	—	—	—
Invesco Ltd.	N/A	—	474,951	-474,951	-100%	$18.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	463,086	-463,086	-100%	$17.9M	—	—	—
Two Sigma Investments, LP	N/A	—	396,596	-396,596	-100%	$15.3M	—	—	—
Aristotle Capital Boston, LLC	N/A	—	348,476	-348,476	-100%	$13.4M	—	—	—
Nuveen, LLC	N/A	—	323,328	-323,328	-100%	$12.5M	—	—	—
Public Sector Pension Investment Board	N/A	—	290,375	-290,375	-100%	$11.2M	—	—	—
SEI Investments Co	N/A	—	283,210	-283,210	-100%	$10.9M	—	—	—
Fisher Asset Management, LLC	N/A	—	265,538	-265,538	-100%	$10.2M	—	—	—
Cambria Investment Management, L.P.	N/A	—	254,704	-254,704	-100%	$9.8M	—	—	—
Rhumbline Advisers	N/A	—	225,315	-225,315	-100%	$8.7M	—	—	—
Numerai GP LLC	N/A	—	213,407	-213,407	-100%	$8.2M	—	—	—
Legal & General Group Plc	N/A	—	200,880	-200,880	-100%	$7.7M	—	—	—
AQR Capital Management LLC	N/A	—	195,222	-195,222	-100%	$7.5M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	190,823	-190,823	-100%	$7.4M	—	—	—
Citadel Advisors LLC	N/A	—	175,090	-175,090	-100%	$6.8M	—	—	—
American Century Companies Inc	N/A	—	166,967	-166,967	-100%	$6.4M	—	—	—
Swiss National Bank	N/A	—	166,046	-166,046	-100%	$6.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	163,237	-163,237	-100%	$6.3M	—	—	—
Ameriprise Financial Inc	N/A	—	150,404	-150,404	-100%	$5.8M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	148,650	-148,650	-100%	$5.7M	—	—	—
Kennedy Capital Management LLC	N/A	—	148,554	-148,554	-100%	$5.7M	—	—	—
Great Lakes Advisors, LLC	N/A	—	146,228	-146,228	-100%	$5.6M	—	—	—
Bessemer Group Inc	N/A	—	146,003	-146,003	-100%	$5.6M	—	—	—
Wells Fargo & Company	N/A	—	130,151	-130,151	-100%	$5.0M	—	—	—
Stifel Financial Corp	N/A	—	125,812	-125,812	-100%	$4.9M	—	—	—
Squarepoint Ops LLC	N/A	—	124,773	-124,773	-100%	$4.8M	—	—	—
BNP Paribas Financial Markets	N/A	—	120,993	-120,993	-100%	$4.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	118,482	-118,482	-100%	$4.6M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	111,923	-111,923	-100%	$4.3M	—	—	—
Alliancebernstein L.P.	N/A	—	107,173	-107,173	-100%	$3.6M	—	—	—
Deutsche Bank Ag\	N/A	—	102,340	-102,340	-100%	$3.9M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	101,844	-101,844	-100%	$3.9M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	99,986	-99,986	-100%	$3.9M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	99,913	-99,913	-100%	$3.9M	—	—	—
Jump Financial, LLC	N/A	—	96,822	-96,822	-100%	$3.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	95,526	-95,526	-100%	$3.7M	—	—	—
California State Teachers Retirement System	N/A	—	95,236	-95,236	-100%	$3.7M	—	—	—
Russell Investments Group, Ltd.	N/A	—	94,239	-94,239	-100%	$3.6M	—	—	—
Rafferty Asset Management, LLC	N/A	—	93,834	-93,834	-100%	$3.6M	—	—	—
Prudential Financial Inc	N/A	—	88,830	-88,830	-100%	$3.4M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	88,170	-88,170	-100%	$3.4M	—	—	—
Phocas Financial Corp.	N/A	—	87,228	-87,228	-100%	$3.4M	—	—	—
Cladis Investment Advisory, LLC	N/A	—	83,865	-83,865	-100%	$3.2M	—	—	—
Barclays PLC	N/A	—	76,890	-76,890	-100%	$3.0M	—	—	—
Canada Life Assurance Co	N/A	—	74,225	-74,225	-100%	$2.9M	—	—	—
NFJ Investment Group, LLC	N/A	—	73,862	-73,862	-100%	$2.8M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	72,582	-72,582	-100%	$2.8M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	66,731	-66,731	-100%	$2.6M	—	—	—
LPL Financial LLC	N/A	—	61,822	-61,822	-100%	$2.4M	—	—	—
Brevan Howard Capital Management LP	N/A	—	61,210	-61,210	-100%	$2.4M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	59,664	-59,664	-100%	$2.3M	—	—	—
MetLife Investment Management, LLC	N/A	—	53,435	-53,435	-100%	$2.1M	—	—	—
Cypress Capital Management LLC (WY)	N/A	—	52,108	-52,108	-100%	$2.0M	—	—	—
Man Group plc	N/A	—	50,993	-50,993	-100%	$2.0M	—	—	—
Amundi	N/A	—	49,196	-49,196	-100%	$1.9M	—	—	—
New York State Common Retirement Fund	N/A	—	48,248	-48,248	-100%	$1.9M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	46,055	-46,055	-100%	$1.8M	—	—	—
Bridgewater Associates, LP	N/A	—	44,810	-44,810	-100%	$1.7M	—	—	—
HSBC Holdings PLC	N/A	—	44,496	-44,496	-100%	$1.7M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	43,598	-43,598	-100%	$1.7M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	42,297	-42,297	-100%	$1.6M	—	—	—
Pathstone Holdings, LLC	N/A	—	41,104	-41,104	-100%	$1.6M	—	—	—
SG Americas Securities, LLC	N/A	—	38,438	-38,438	-100%	$1.5M	—	—	—
Jupiter Topco LLC	N/A	—	37,395	-37,395	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	34,989	-34,989	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	33,858	-33,858	-100%	$1.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	33,772	-33,772	-100%	$1.3M	—	—	—
Hantz Financial Services, Inc.	N/A	—	33,684	-33,684	-100%	$1.3M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	30,636	-30,636	-100%	$1.2M	—	—	—
XTX Topco Ltd	N/A	—	30,337	-30,337	-100%	$1.2M	—	—	—
American Trust	N/A	—	28,570	-28,570	-100%	$1.1M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	27,089	-27,089	-100%	$1.0M	—	—	—
Natixis Advisors, LLC	N/A	—	25,887	-25,887	-100%	$998.0K	—	—	—
Jain Global LLC	N/A	—	25,334	-25,334	-100%	$976.9K	—	—	—
Capstone Wealth Management, Inc.	N/A	—	23,667	-23,667	-100%	$925.9K	—	—	—
Handelsbanken Fonder AB	N/A	—	23,153	-23,153	-100%	$893	—	—	—
Mercer Global Advisors Inc	N/A	—	22,174	-22,174	-100%	$855.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	21,706	-21,706	-100%	$837.0K	—	—	—
Caxton Associates LLP	N/A	—	21,496	-21,496	-100%	$828.9K	—	—	—
Neuberger Berman Group LLC	N/A	—	20,787	-20,787	-100%	$801.5K	—	—	—
denkapparat Operations GmbH	N/A	—	20,596	-20,596	-100%	$794.2K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	20,382	-20,382	-100%	$785.9K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	20,378	-20,378	-100%	$785.8K	—	—	—
Mirabella Financial Services LLP	N/A	—	20,149	-20,149	-100%	$776.9K	—	—	—
Gabelli Funds LLC	N/A	—	20,000	-20,000	-100%	$771.2K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	19,865	-19,865	-100%	$766.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	19,226	-19,226	-100%	$742.7K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	19,045	-19,045	-100%	$734.4K	—	—	—
Intech Investment Management LLC	N/A	—	18,886	-18,886	-100%	$728.2K	—	—	—
Cullen Capital Management, LLC	N/A	—	18,177	-18,177	-100%	$700.9K	—	—	—
Voya Investment Management LLC	N/A	—	16,567	-16,567	-100%	$638.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	15,750	-15,750	-100%	$607.4K	—	—	—
DRW Securities, LLC	N/A	—	15,137	-15,137	-100%	$583.7K	—	—	—
Vela Investment Management, LLC	N/A	—	14,601	-14,601	-100%	$563.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	14,600	-14,600	-100%	$563.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	14,478	-14,478	-100%	$558.0K	—	—	—
Coldstream Capital Management Inc	N/A	—	14,462	-14,462	-100%	$557.7K	—	—	—
Captrust Financial Advisors	N/A	—	14,389	-14,389	-100%	$554.8K	—	—	—
HighTower Advisors, LLC	N/A	—	13,799	-13,799	-100%	$532.1K	—	—	—
South Dakota Investment Council	N/A	—	13,727	-13,727	-100%	$529.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	13,263	-13,263	-100%	$511.4K	—	—	—
Royal Bank of Canada	N/A	—	12,411	-12,411	-100%	$479.0K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	11,048	-11,048	-100%	$426.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	11,043	-11,043	-100%	$425.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	9,959	-9,959	-100%	$384.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	9,842	-9,842	-100%	$379.5K	—	—	—
Bank of Montreal	N/A	—	8,939	-8,939	-100%	$344.7K	—	—	—
Baird Financial Group, Inc.	N/A	—	8,374	-8,374	-100%	$322.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	8,335	-8,335	-100%	$321.4K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	7,968	-7,968	-100%	$307.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	7,750	-7,750	-100%	$298.8K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	7,157	-7,157	-100%	$276.0K	—	—	—
Cetera Investment Advisers	N/A	—	7,047	-7,047	-100%	$271.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	6,679	-6,679	-100%	$257.5K	—	—	—
Raymond James Financial Inc	N/A	—	6,642	-6,642	-100%	$256.1K	—	—	—
IFG Advisory, LLC	N/A	—	6,536	-6,536	-100%	$252.0K	—	—	—
Virtu Financial LLC	N/A	—	6,227	-6,227	-100%	$240.0K	—	—	—
Brown Advisory Inc	N/A	—	6,203	-6,203	-100%	$239.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,027	-6,027	-100%	$232.4K	—	—	—
Ethos Financial Group, LLC	N/A	—	5,861	-5,861	-100%	$221.3K	—	—	—
Stephens Inc	N/A	—	5,356	-5,356	-100%	$206.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	5,338	-5,338	-100%	$205.8K	—	—	—
Advisory Services Network, LLC	N/A	—	5,220	-5,220	-100%	$201.3K	—	—	—
Arax Advisory Partners	N/A	—	4,706	-4,706	-100%	$181.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,529	-2,529	-100%	$97.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,025	-2,025	-100%	$78.1K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,734	-1,734	-100%	$66.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,673	-1,673	-100%	$64.5K	—	—	—
Allworth Financial LP	N/A	—	1,604	-1,604	-100%	$61.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,555	-1,555	-100%	$60.0K	—	—	—
Nomura Asset Management Co LTD	N/A	—	980	-980	-100%	$37.8K	—	—	—
Morse Asset Management, Inc	N/A	—	700	-700	-100%	$27.0K	—	—	—
Optiver Holding B.V.	N/A	—	698	-698	-100%	$26.9K	—	—	—
Caitlin John, LLC	N/A	—	593	-593	-100%	$22.9K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	593	-593	-100%	$22.9K	—	—	—
Nykredit A/S	N/A	—	526	-526	-100%	$20.3K	—	—	—
UMB Bank, n.a.	N/A	—	492	-492	-100%	$19.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	446	-446	-100%	$17.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	387	-387	-100%	$14.9K	—	—	—
Danske Bank A/S	N/A	—	200	-200	-100%	$7.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	198	-198	-100%	$7.6K	—	—	—
Rothschild Investment LLC	N/A	—	174	-174	-100%	$6.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	172	-172	-100%	$6.6K	—	—	—
Basepoint Wealth LLC	N/A	—	168	-168	-100%	$6.5K	—	—	—
Clearstead Advisors, LLC	N/A	—	163	-163	-100%	$6.3K	—	—	—
CVA Family Office, LLC	N/A	—	153	-153	-100%	$5.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	127	-127	-100%	$4.9K	—	—	—
Johnson Financial Group, Inc.	N/A	—	74	-74	-100%	$2.9K	—	—	—
Rialto Wealth Management, LLC	N/A	—	48	-48	-100%	$1.9K	—	—	—
Neo Ivy Capital Management	N/A	—	46	-46	-100%	$1.8K	—	—	—
JPL Wealth Management, LLC	N/A	—	45	-45	-100%	$1.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	42	-42	-100%	$1.5K	—	—	—
Ross\johnson & Associates LLC	N/A	—	24	-24	-100%	$925	—	—	—
Prestige Wealth Management Group LLC	N/A	—	22	-22	-100%	$849	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	15	-15	-100%	$586	—	—	—
HFM Investment Advisors, LLC	N/A	—	14	-14	-100%	$540	—	—	—
Quarry LP	N/A	—	10	-10	-100%	$386	—	—	—
LRI Investments, LLC	N/A	—	6	-6	-100%	$231	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$62	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$39	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$39	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 307 of 307 institutions