IR Superintel — Institutional Ownership Intelligence

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AKenneth Griffin with Citadel Securities GP LLC, Citadel Securities Group LP, Citadel Securities LLC, +3 more	6,459,463	6.0%	+1,049,887	Oct 8, 2026	No 13F filer matched
13G/ASusquehanna Fundamental Investments, LLC	7,518,532	7.0%	New 5%+ stake	Jun 30, 2026	No 13F filer matched

Institutional Holders — Q3 2026

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Geode Capital Management, LLC3,161,008

0.0% of portfolio$553.4M

Amundi1,899,433

0.1% of portfolio$332.7M

Dimensional Fund Advisors LP1,395,857

0.0% of portfolio$244.5M

Pictet Asset Management Holding SA1,254,076

0.2% of portfolio$219.7M

Deutsche Bank Ag\1,009,563

0.0% of portfolio$176.8M

Mirova US LLC897,172

1.7% of portfolio$157.1M

Citigroup Inc816,950

0.0% of portfolio$143.1M

Robeco Schweiz AG626,438

2.0% of portfolio$109.7M

Lightrock Netherlands B.V.606,582

5.2% of portfolio$25.1M

Bank of New York Mellon Corp567,515

0.0% of portfolio$99.4M

Barclays PLC465,744

0.0% of portfolio$81.6M

Two Seas Capital LP377,984

0.8% of portfolio$66.2M

Assetmark, Inc321,002

0.1% of portfolio$56.2M

Russell Investments Group, Ltd.310,953

0.0% of portfolio$54.6M

Todd Asset Management LLC292,611

0.9% of portfolio$51.3M

Mitsubishi UFJ Asset Management Co., Ltd.275,228

0.0% of portfolio$48.2M

Sumitomo Mitsui Trust Group, Inc.220,888

0.0% of portfolio$38.7M

Swedbank AB190,390

0.0% of portfolio$33.3M

SEB Asset Management AB181,837

0.1% of portfolio$31.9M

Assenagon Asset Management S.A.174,759

0.0% of portfolio$30.6M

Raiffeisen Bank International AG156,695

0.3% of portfolio$27.7M

Robeco Institutional Asset Management B.V.134,487

0.0% of portfolio$23.6M

KBC Group NV134,339

0.1% of portfolio$23.5M

Eurizon Capital SGR S.p.A.131,933

0.1% of portfolio$23.1M

Imc-Chicago, LLC130,554

0.0% of portfolio$22.9M

Candriam S.C.A.126,586

0.1% of portfolio$22.3M

Fideuram - Intesa Sanpaolo Private Banking S.P.A.120,495

0.6% of portfolio$21.1M

PFA Pension, Forsikringsaktieselskab117,166

0.1% of portfolio$20.5M

Principal Financial Group Inc115,832

0.0% of portfolio$20.3M

ABN Amro Investment Solutions109,134

0.1% of portfolio$19.1M

Fjarde Ap-Fonden TH Swedish National Pension Fund100,426

0.1% of portfolio$17.6M

E. Ohman J:or Asset Management AB94,792

0.4% of portfolio$16.6M

New York State Teachers Retirement System93,484

0.1% of portfolio$16.4M

Hillman Co88,683

6.0% of portfolio$15.5M

J. Safra Sarasin Holding AG86,958

0.2% of portfolio$15.5M

LPL Financial LLC84,953

0.0% of portfolio$14.9M

Guinness Asset Management LTD74,392

0.2% of portfolio$13.0M

SFE Investment Counsel69,125

1.6% of portfolio$12.1M

Y-Intercept (Hong Kong) Ltd68,276

0.3% of portfolio$12.0M

Mirae Asset Global Investments Co., Ltd.67,789

0.0% of portfolio$11.9M

Grace & White Inc67,358

1.9% of portfolio$11.8M

Vontobel Holding Ltd.64,624

0.0% of portfolio$11.3M

KTF Investments, LLC63,925

1.2% of portfolio$11.2M

Makena Capital Management LLC57,851

1.1% of portfolio$10.1M

CenterBook Partners LP57,068

0.5% of portfolio$10.0M

Quintet Private Bank (Europe) S.A.55,895

0.4% of portfolio$9.8M

Munich Reinsurance Co Stock Corp in Munich54,345

0.2% of portfolio$9.5M

Asset Management One Co., Ltd.54,216

0.0% of portfolio$9.5M

BI Asset Management Fondsmaeglerselskab A/S49,786

0.2% of portfolio$8.7M

DekaBank Deutsche Girozentrale48,567

0.0% of portfolio$8.6M

NIA Impact Advisors, LLC48,131

3.6% of portfolio$8.4M

Generali Investments CEE, investicni spolecnost, a.s.47,181

0.5% of portfolio$11.1M

Cambridge Investment Research Advisors, Inc.42,238

0.0% of portfolio$7.4M

Brooklands Fund Management Ltd42,228

0.9% of portfolio$7.4M

Cushing Asset Management, LP dba NXG Investment Management40,000

0.3% of portfolio$7.0M

Nykredit A/S39,047

0.0% of portfolio$6.8M

Axxion S.A.38,268

0.4% of portfolio$6.7M

Boston Common Asset Management, LLC37,805

0.4% of portfolio$6.6M

Alps Advisors Inc37,704

0.0% of portfolio$6.6M

Apollon Wealth Management, LLC37,308

0.1% of portfolio$6.5M

Creative Planning34,708

0.0% of portfolio$6.1M

Union Bancaire Privee, UBP SA34,668

0.1% of portfolio$5.4M

Ashton Thomas Private Wealth, LLC34,556

0.1% of portfolio$6.1M

CIBC Asset Management Inc34,492

0.0% of portfolio$6.0M

Swiss Life Asset Management Ltd34,321

0.0% of portfolio$6.0M

State of Michigan Retirement System33,900

0.0% of portfolio$5.9M

Fulcrum Capital LLC33,887

1.1% of portfolio$5.9M

State of New Jersey Common Pension Fund D32,968

0.0% of portfolio$5.8M

Commonwealth Equity Services, LLC32,120

0.0% of portfolio$5.6M

C WorldWide Group Holding A/S31,392

0.4% of portfolio$5.5M

Czech National Bank30,879

0.0% of portfolio$5.4M

Prescott Group Capital Management, L.L.C.30,400

0.5% of portfolio$5.3M

Mn Services Vermogensbeheer B.V.29,451

0.1% of portfolio$5.2M

Quadrant Private Wealth Management, LLC28,934

0.7% of portfolio$5.1M

Credit Capital Investments LLC28,700

3.0% of portfolio$5.0M

Kerusso Capital Management LLC28,035

1.6% of portfolio$4.9M

Arizona State Retirement System27,880

0.0% of portfolio$4.9M

IFM Investors Pty Ltd27,644

0.0% of portfolio$4.8M

Farther Finance Advisors, LLC27,110

0.0% of portfolio$4.7M

Maxi Investments CY Ltd26,371

2.7% of portfolio$4.6M

MacKenzie Financial Corp25,920

0.0% of portfolio$4.5M

Daiwa Securities Group Inc.25,850

0.0% of portfolio$4.5M

Ethic Inc.25,578

0.1% of portfolio$4.5M

Secure Asset Management, LLC24,653

0.6% of portfolio$4.3M

Inspire Investing, LLC24,470

0.2% of portfolio$4.3M

Citizens Financial Group Inc24,438

0.0% of portfolio$4.3M

Mader & Shannon Wealth Management, Inc.24,281

1.8% of portfolio$4.3M

Fideuram Asset Management (Ireland) dac24,126

0.1% of portfolio$5.2M

ProShare Advisors LLC23,841

0.0% of portfolio$4.2M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,744

0.0% of portfolio$4.2M

US Bancorp \de\23,575

0.0% of portfolio$4.1M

Stackstone Wealth, LLC22,602

0.4% of portfolio$4.0M

Retirement Systems of Alabama22,537

0.0% of portfolio$3.9M

Guild Investment Management, Inc.22,183

2.5% of portfolio$3.9M

Triglav Investments, D.O.O.21,683

0.2% of portfolio$3.8M

Lido Advisors, LLC21,022

0.0% of portfolio$3.7M

Clean Yield Group20,869

0.9% of portfolio$3.7M

Summerhill Capital Management lnc.20,846

2.8% of portfolio$3.7M

Xponance LLC20,348

0.0% of portfolio$3.6M

PNC Financial Services Group, Inc.20,182

0.0% of portfolio$3.5M

Silver Lake Advisory, LLC20,178

1.3% of portfolio$3.5M

UniSuper Management Pty Ltd19,207

0.0% of portfolio$3.4M

Burford Brothers, Inc.19,186

1.2% of portfolio$3.4M

Rakuten Investment Management, Inc.18,939

0.0% of portfolio$3.4M

ASR Vermogensbeheer N.V.18,878

0.0% of portfolio$3.3M

Linden Thomas Advisory Services, LLC18,828

0.3% of portfolio$3.3M

Amalgamated Bank18,415

0.0% of portfolio$3.2M

Neos Investment Management LLC18,404

0.0% of portfolio$3.2M

Wealth Enhancement Advisory Services, LLC18,264

0.0% of portfolio$2.5M

LBP AM SA18,142

0.0% of portfolio$3.2M

Duff & Phelps Investment Management Co18,093

0.0% of portfolio$3.2M

Leibman Financial Services, Inc.17,172

2.1% of portfolio$3.0M

Bouvel Investment Partners, LLC16,808

0.7% of portfolio$2.9M

Nisa Investment Advisors, LLC16,481

0.0% of portfolio$2.9M

Fifth Third Bancorp16,228

0.0% of portfolio$2.8M

North Growth Management Ltd.16,000

0.0% of portfolio$2.7K

Sumitomo Mitsui DS Asset Management Company, Ltd15,506

0.0% of portfolio$2.7M

Avanza Fonder AB15,361

0.1% of portfolio$2.7M

Chesley Taft & Associates LLC15,210

0.1% of portfolio$2.7M

Slow Capital, Inc.15,124

0.3% of portfolio$2.6M

New York Life Investment Management LLC14,935

0.0% of portfolio$2.6M

Cox Capital Mgt LLC13,989

1.4% of portfolio$2.5M

Point Windward Advisors Inc.13,786

1.1% of portfolio$2.4M

Old Port Advisors13,724

0.5% of portfolio$2.4M

Edgemoor Investment Advisors, Inc.13,650

0.2% of portfolio$2.4M

OFI Invest Asset Management13,368

0.0% of portfolio$2.1M

TD Waterhouse Canada Inc.13,266

0.0% of portfolio$2.3M

Oregon Public Employees Retirement Fund13,222

0.0% of portfolio$2.3M

Kestra Advisory Services, LLC12,970

0.0% of portfolio$2.3M

Harel Insurance Investments & Financial Services Ltd.12,735

0.0% of portfolio$2.2M

Central Valley Advisors, LLC12,345

0.6% of portfolio$2.2M

Harrington Investments, Inc12,101

1.0% of portfolio$2.1M

Viking Fund Management LLC12,000

0.2% of portfolio$2.1M

Courier Capital LLC11,801

0.1% of portfolio$2.1M

Harmony Asset Management LLC11,335

0.5% of portfolio$2.0M

OP Asset Management Ltd11,122

0.0% of portfolio$1.9M

Leonteq Securities AG11,121

0.1% of portfolio$1.9M

Mutual of America Capital Management LLC10,938

0.0% of portfolio$1.9M

Yousif Capital Management, LLC10,816

0.0% of portfolio$1.9M

Hanson & Doremus Investment Management10,577

1.2% of portfolio$1.9M

Achmea Investment Management B.V.10,459

0.0% of portfolio$1.8M

Westover Capital Advisors, LLC10,378

0.3% of portfolio$1.8M

State of Alaska, Department of Revenue10,184

0.0% of portfolio$1.8M

Clear Harbor Asset Management, LLC10,160

0.1% of portfolio$1.8M

Hourglass Capital, LLC9,665

0.3% of portfolio$1.7M

Ellsworth Advisors, LLC9,608

0.3% of portfolio$1.7M

Venture Visionary Partners LLC9,568

0.0% of portfolio$1.7M

Mengis Capital Management, Inc.9,075

0.2% of portfolio$1.6M

M&G Plc8,404

0.0% of portfolio$1.5M

Trust Co of Vermont8,237

0.1% of portfolio$1.4M

SteelPeak Wealth, LLC8,000

0.0% of portfolio$1.4M

Leisure Capital Management7,933

0.4% of portfolio$1.4M

Illinois Municipal Retirement Fund7,911

0.0% of portfolio$1.4M

Central Trust Co7,788

0.0% of portfolio$1.4M

Gulf International Bank (UK) Ltd7,760

0.1% of portfolio$1.4M

Oakworth Capital, Inc.7,748

0.1% of portfolio$1.4M

LaFleur & Godfrey LLC7,689

0.2% of portfolio$1.3M

Ahara Advisors LLC7,625

0.8% of portfolio$1.3M

Natural Investments, LLC7,517

0.3% of portfolio$1.3M

Rudd Co d/b/a Styre Wealth7,470

1.3% of portfolio$1.3M

Simplex Trading, LLC7,418

0.0% of portfolio$1.3M

Michael J. Porro & Co. Financial Advisors, Inc.7,307

0.8% of portfolio$1.3M

Independence Bank of Kentucky6,945

0.1% of portfolio$1.2M

Keybank National Association6,856

0.0% of portfolio$1.2M

Ag2r LA Mondiale Gestion D'actifs6,808

0.0% of portfolio$1.2M

Fulcrum Asset Management LLP6,626

0.1% of portfolio$1.2M

IPG Investment Advisors LLC6,170

0.2% of portfolio$1.1M

Barlow Wealth Partners, LLC6,050

0.1% of portfolio$1.1M

Family Legacy, Inc.6,030

0.3% of portfolio$1.1M

Bryn Mawr Trust Advisors, LLC6,028

0.0% of portfolio$1.1M

Parallel Advisors, LLC6,016

0.0% of portfolio$1.1M

Maryland State Retirement & Pension System6,014

0.0% of portfolio$1.1M

Hartford Investment Management Co5,803

0.0% of portfolio$1.0M

Advocate Investing Services LLC5,730

0.8% of portfolio$1.0M

Bailard, Inc.5,680

0.0% of portfolio$995.0K

Machina Capital S.A.S.5,651

0.1% of portfolio$989.8K

Truist Financial Corp5,621

0.0% of portfolio$984.6K

Novem Group5,574

0.1% of portfolio$976.3K

Clearstead Advisors, LLC5,550

0.0% of portfolio$972.1K

Sycomore Asset Management5,544

0.2% of portfolio$1.5K

Blume Capital Management, Inc.5,478

0.1% of portfolio$959.5K

Praxis Investment Management Inc5,420

0.1% of portfolio$949.0K

B. Metzler seel. Sohn & Co. AG5,405

0.0% of portfolio$946.7K

Louisiana State Employees Retirement System5,300

0.0% of portfolio$928.3K

New Mexico Educational Retirement Board5,300

0.0% of portfolio$928.0K

Kestra Private Wealth Services, LLC5,098

0.0% of portfolio$892.9K

Allspring Global Investments Holdings, LLC5,003

0.0% of portfolio$861.1K

Community Bank, N.A.5,000

0.1% of portfolio$875.8K

Jnba Financial Advisors4,994

0.1% of portfolio$874.8K

Banque Pictet & CIE SA4,952

0.0% of portfolio$867.4K

Greenleaf Trust4,946

0.0% of portfolio$866.3K

Prime Capital Investment Advisors, LLC4,915

0.0% of portfolio$860.9K

S-Bank Fund Management Ltd4,897

0.1% of portfolio$857.8K

Tokio Marine Asset Management Co LTD4,856

0.0% of portfolio$850.6K

Crossmark Global Holdings, Inc.4,752

0.0% of portfolio$832.4K

Green Alpha Advisors, LLC4,700

0.6% of portfolio$823.3K

Evexia Wealth LLC4,512

0.2% of portfolio$758.7K

Compagnie Lombard Odier SCmA4,500

0.0% of portfolio$788.2K

Canton Hathaway, LLC4,500

0.2% of portfolio$788.2K

Trust Investment Advisors4,415

0.3% of portfolio$773.3K

Bangor Savings Bank4,389

0.1% of portfolio$768.8K

NorthCrest Asset Manangement, LLC4,304

0.0% of portfolio$769.8K

Loring Wolcott & Coolidge Fiduciary Advisors LLP4,294

0.0% of portfolio$752.1K

Kintegral Advisory, LLC4,293

0.1% of portfolio$752.0K

Doliver Advisors, LP4,271

0.2% of portfolio$748.1K

McLean Asset Management Corp4,217

0.1% of portfolio$825.5K

Gamma Investing LLC4,180

0.0% of portfolio$732.2K

HB Wealth Management, LLC4,174

0.0% of portfolio$731.1K

Argonautica Private Wealth Management, Inc4,160

0.2% of portfolio$728.7K

Oppenheimer & Co Inc4,117

0.0% of portfolio$721.1K

Thrivent Financial for Lutherans4,105

0.0% of portfolio$719.0K

Savant Capital, LLC4,052

0.0% of portfolio$709.9K

Generali Asset Management SPA SGR3,963

0.0% of portfolio$694.2K

Contravisory Investment Management, Inc.3,907

0.1% of portfolio$684.4K

Verdence Capital Advisors LLC3,828

0.0% of portfolio$670.5K

Meitav Investment House LTD3,806

0.0% of portfolio$666.7K

AIA Group Ltd3,803

0.0% of portfolio$666.1K

Wealthcare Advisory Partners LLC3,766

0.0% of portfolio$659.7K

Prospera Financial Services Inc3,726

0.0% of portfolio$649.8K

Garner Asset Management Corp3,710

0.2% of portfolio$623.8K

Concurrent Investment Advisors, LLC3,606

0.0% of portfolio$631.6K

Summit Global Investments3,597

0.2% of portfolio$630.0K

AlphaCore Capital LLC3,594

0.0% of portfolio$629.5K

D.A. Davidson & Co.3,567

0.0% of portfolio$624.8K

Altfest L J & Co Inc3,494

0.1% of portfolio$612.0K

Pinnacle Associates LTD3,481

0.0% of portfolio$609.8K

Integrated Advisors Network LLC3,437

0.0% of portfolio$602.0K

L. Roy Papp & Associates, LLP3,405

0.1% of portfolio$596.4K

Trium Capital LLP3,378

0.7% of portfolio$591.7K

Quadrant Capital Group LLC3,363

0.0% of portfolio$627.5K

Mirador Capital Partners LP3,338

0.1% of portfolio$584.7K

Tobam3,317

0.5% of portfolio$581.0K

Global Financial Private Client, LLC3,309

0.2% of portfolio$579.6K

Lazard Freres Gestion S.A.S.3,290

0.0% of portfolio$576.0K

IFP Advisors, Inc3,266

0.0% of portfolio$572.1K

Merit Financial Group, LLC3,263

0.0% of portfolio$571.5K

V-Square Quantitative Management LLC3,248

0.1% of portfolio$568.9K

Atria Investments, Inc3,121

0.0% of portfolio$546.6K

North Dakota State Investment Board3,115

0.0% of portfolio$545.6K

Carnegie Investment Counsel3,080

0.0% of portfolio$539.5K

Arvest Investments, Inc.3,078

0.1% of portfolio$539.1K

Parkside Financial Bank & Trust3,070

0.0% of portfolio$537.7K

Independent Financial Group, LLC3,053

0.0% of portfolio$534.7K

Angeles Wealth Management, LLC3,043

0.0% of portfolio$533.0K

Jefferies Financial Group Inc.3,038

0.0% of portfolio$532.1K

PensionDanmark Pensionsforsikringsaktieselskab2,950

0.0% of portfolio$516.7K

Guinness Atkinson Asset Management Inc2,856

0.2% of portfolio$500.3K

Perpetual Ltd2,834

0.0% of portfolio$496.4K

Securian Asset Management, Inc2,832

0.0% of portfolio$496.1K

Avidian Wealth Enterprises, LLC2,824

0.0% of portfolio$494.7K

Sterling Capital Management LLC2,798

0.0% of portfolio$490.1K

DMC Group, LLC2,779

0.3% of portfolio$486.8K

Koshinski Asset Management, Inc.2,743

0.0% of portfolio$480.4K

Fisher Asset Management, LLC2,723

0.0% of portfolio$477.0K

Capricorn Fund Managers Ltd2,700

0.0% of portfolio$472.9K

Sage Private Wealth Group, LLC2,679

0.2% of portfolio$469.3K

Kozak & Associates, Inc.2,650

0.1% of portfolio$467.2K

Congress Park Capital LLC2,650

0.1% of portfolio$464.2K

Patten Group, Inc.2,607

0.1% of portfolio$456.6K

Azzad Asset Management Inc2,570

0.0% of portfolio$450.1K

New England Research & Management, Inc.2,550

0.2% of portfolio$446.7K

Trust Co of Toledo NA2,525

0.0% of portfolio$442.3K

Everest Financial Group LLC2,485

0.1% of portfolio$435.3K

Signaturefd, LLC2,438

0.0% of portfolio$427.0K

Goelzer Investment Management, Inc.2,408

0.0% of portfolio$421.8K

BAR Harbor Wealth Management2,370

0.0% of portfolio$415.1K

Cardinal Point Capital Management ULC2,355

0.0% of portfolio$412.5K

Tema Etfs LLC2,330

0.0% of portfolio$408.1K

Level Four Advisory Services, LLC2,265

0.0% of portfolio$396.7K

Davis Investment Partners, LLC2,204

0.1% of portfolio$386.1K

Fiduciary Financial Group, LLC2,201

0.0% of portfolio$385.5K

Acuitas Investments, LLC2,200

15.1% of portfolio$385.4K

Sterling Investment Advisors, Ltd.2,160

0.1% of portfolio$378.3K

Edmp, Inc.2,159

0.3% of portfolio$378.2K

Summit Wealth Group LLC / Co2,129

0.0% of portfolio$372.8K

Sierra Summit Advisors LLC2,127

0.0% of portfolio$372.6K

CX Institutional2,118

0.0% of portfolio$371

Schmidt P J Investment Management Inc2,106

0.1% of portfolio$368.8K

SJS Investment Consulting Inc.2,071

0.0% of portfolio$362.8K

Sanchez Gaunt Capital Management, LLC2,069

0.2% of portfolio$362.4K

Perigon Wealth Management, LLC2,065

0.0% of portfolio$361.7K

Y.D. More Investments Ltd2,047

0.0% of portfolio$358.6K

Cordoba Advisory Partners LLC2,007

0.0% of portfolio$352.1K

DE Burlo Group Inc2,000

0.1% of portfolio$350.3K

Sava Infond d.o.o.2,000

0.0% of portfolio$350.3K

Rothwell Investment Advisors, LLC1,968

0.2% of portfolio$344.8K

Compass Financial Management LLC1,926

0.0% of portfolio$337.4K

StoneX Group Inc.1,918

0.0% of portfolio$373.7K

Brookstone Capital Management1,897

0.0% of portfolio$332.2K

UMB Bank, n.a.1,887

0.0% of portfolio$330.5K

Hunter Associates Investment Management LLC1,850

0.1% of portfolio$324.0K

Wright Investors Service Inc1,834

0.1% of portfolio$321.2K

TFB Advisors LLC1,824

0.1% of portfolio$319.5K

Vise Technologies, Inc.1,767

0.0% of portfolio$309.5K

Brighton Jones LLC1,765

0.0% of portfolio$309.1K

Everett Harris & Co1,700

0.0% of portfolio$297.8K

Aviso Wealth Management1,695

0.1% of portfolio$296.9K

TrueWealth Advisors, LLC1,688

0.1% of portfolio$295.7K

Motley Fool Asset Management LLC1,669

0.0% of portfolio$292.3K

Davenport & Co LLC1,662

0.0% of portfolio$291.2K

Strs Ohio1,639

0.0% of portfolio$287.1K

KCM Investment Advisors LLC1,591

0.0% of portfolio$278.7K

Compass Wealth Management LLC1,540

0.1% of portfolio$269.7K

J.W. Cole Advisors, Inc.1,518

0.0% of portfolio$265.9K

Joel Isaacson & Co., LLC1,505

0.0% of portfolio$263.6K

Fort Washington Investment Advisors Inc1,498

0.0% of portfolio$262.4K

Impact Investors, Inc1,498

0.4% of portfolio$262.4K

MGO One Seven LLC1,471

0.0% of portfolio$257.7K

Formidable Asset Management, LLC1,467

0.0% of portfolio$257.0K

Profund Advisors LLC1,424

0.0% of portfolio$249.4K

MQS Management LLC1,415

0.1% of portfolio$247.9K

Eagle Harbor Asset Management Inc1,392

0.2% of portfolio$243.8K

Riverwater Partners LLC1,390

0.1% of portfolio$243.5K

First Affirmative Financial Network1,389

0.1% of portfolio$243.3K

Bigelow Investment Advisors, LLC1,387

0.1% of portfolio$242.9K

Frank, Rimerman Advisors LLC1,378

0.0% of portfolio$241.4K

Wealth Architects, LLC1,361

0.0% of portfolio$238.4K

Gilman Hill Asset Management, LLC1,325

0.0% of portfolio$232.1K

Penobscot Wealth Management1,310

0.1% of portfolio$229.5K

Oslo Pensjonsforsikring AS1,305

0.0% of portfolio$228.6K

City Holding Co1,290

0.0% of portfolio$225.9K

Folger Nolan Fleming Douglas Capital Management, Inc1,283

0.0% of portfolio$224.7K

Gateway Investment Advisers LLC1,282

0.0% of portfolio$224.6K

Allworth Financial LP1,240

0.0% of portfolio$292.6K

Abacus Wealth Partners, LLC1,230

0.0% of portfolio$215.5K

Mather Group, Llc.1,198

0.0% of portfolio$209.9K

Integral Investment Advisors, Inc.1,193

0.0% of portfolio$209.0K

Trust Asset Management LLC1,183

0.0% of portfolio$207.2K

Eastern Bank1,177

0.0% of portfolio$206.2K

Hartline Investment Corp/1,169

0.0% of portfolio$204.8K

Natixis1,099

0.0% of portfolio$192.5K

Ashurst Perkins Coie Trust Co1,056

0.0% of portfolio$185.0K

SBI Securities Co., Ltd.1,013

0.0% of portfolio$177.4K

Exchange Traded Concepts, LLC962

0.0% of portfolio$168.5K

Rakuten Securities, Inc.838

0.0% of portfolio$146.8K

MassMutual Private Wealth & Trust, FSB746

0.0% of portfolio$130.7K

Kentucky Trust Co655

0.1% of portfolio$114.7K

Brown, Lisle Ings, Inc.570

0.0% of portfolio$99.8K

Monetary Solutions, Ltd538

0.1% of portfolio$94.2K

Community Financial Services Group, LLC533

0.0% of portfolio$91.7K

Bank Julius Baer & Co. Ltd, Zurich526

0.0% of portfolio$92.1K

Livforsakringsbolaget Skandia, Omsesidigt500

0.0% of portfolio$87.6K

Hager Investment Management Services, LLC481

0.0% of portfolio$84.3K

Manchester Capital Management LLC478

0.0% of portfolio$83.7K

Financial Consulate, Inc453

0.0% of portfolio$79.3K

EverSource Wealth Advisors, LLC447

0.0% of portfolio$78.3K

TrinityBridge Ltd435

0.0% of portfolio$76.0K

Banque de Luxembourg S.A.424

0.0% of portfolio$74.3K

Montag A & Associates Inc400

0.0% of portfolio$70.1K

Ascentis Independent Advisors363

0.0% of portfolio$63.6K

Rossby Financial, LCC360

0.0% of portfolio$63.1K

Jacobi Capital Management LLC356

0.0% of portfolio$62.4K

Cassaday & Co Wealth Management LLC341

0.0% of portfolio$59.7K

Byrne Asset Management LLC324

0.0% of portfolio$55.8K

Root Financial Partners, LLC324

0.0% of portfolio$56.8K

Covestor Ltd310

0.1% of portfolio$54.0K

CGC Financial Services, LLC300

0.0% of portfolio$52.5K

Blue Trust, Inc.266

0.0% of portfolio$46.6K

Elyxium Wealth, LLC262

0.0% of portfolio$45.9K

Cromwell Holdings LLC262

0.0% of portfolio$45.9K

Schuylkill Financial LLC200

0.0% of portfolio$35.0K

Glass Jacobson Investment Advisors llc200

0.0% of portfolio$35.0K

Private Trust Co NA188

0.0% of portfolio$32.9K

Toth Financial Advisory Corp184

0.0% of portfolio$32.2K

Mcdonald Partners LLC180

0.0% of portfolio$31.5K

Pilgrim Partners Asia Pte Ltd180

0.0% of portfolio$31.5K

Tradewinds Capital Management, LLC178

0.0% of portfolio$31.2K

Gen-Wealth Partners Inc173

0.0% of portfolio$30.4K

Larson Financial Group LLC166

0.0% of portfolio$29.1K

Ares Financial Consulting, LLC163

0.0% of portfolio$28.6K

CoreCap Advisors, LLC151

0.0% of portfolio$26.4K

TD Private Client Wealth LLC150

0.0% of portfolio$26.3K

Foster Dykema Cabot & Partners, LLC150

0.0% of portfolio$26.3K

Clearstead Trust, LLC146

0.0% of portfolio$25.6K

Evermay Wealth Management LLC139

0.0% of portfolio$24.3K

Spire Wealth Management134

0.0% of portfolio$23.5K

Grove Bank & Trust133

0.0% of portfolio$23.3K

Harbor Investment Advisory, LLC132

0.0% of portfolio$23.1K

Versant Capital Management, Inc123

0.0% of portfolio$21.5K

Horizon Financial Services, LLC122

0.0% of portfolio$21.4K

First Horizon Corp115

0.0% of portfolio$20.1K

Zions Bancorporation, National Association111

0.0% of portfolio$19.4K

Costello Asset Management, Inc110

0.0% of portfolio$19.3K

MV Capital Management, Inc.110

0.0% of portfolio$19.3K

Owl Creek Wealth Partners LLC104

0.0% of portfolio$18.2K

City State Bank100

0.0% of portfolio$17.5K

Wilmington Savings Fund Society, FSB100

0.0% of portfolio$17.5K

Hickory Point Bank & Trust100

0.0% of portfolio$17.5K

Pinnacle Wealth Planning Services, Inc.92

0.0% of portfolio$16.1K

DeDora Capital, Inc.82

0.0% of portfolio$14.4K

JFS Wealth Advisors, LLC78

0.0% of portfolio$13.7K

Atwood & Palmer Inc75

0.0% of portfolio$13.1K

Farmers & Merchants Investments Inc73

0.0% of portfolio$12.8K

Mascoma Wealth Management LLC69

0.0% of portfolio$12.1K

Fortitude Family Office, LLC68

0.0% of portfolio$11.9K

NBH Bank60

0.0% of portfolio$10.5K

Westside Investment Management, Inc.53

0.0% of portfolio$9.3K

Laurel Wealth Advisors LLC50

0.0% of portfolio$8.8K

Nvest Wealth Strategies, Inc.50

0.0% of portfolio$8.8K

Global Trust Asset Management, LLC48

0.0% of portfolio$8.5K

Armstrong Advisory Group, Inc44

0.0% of portfolio$7.7K

Vision Financial Markets LLC42

0.0% of portfolio$7.3K

Bell Investment Advisors, Inc41

0.0% of portfolio$7.2K

Balance Wealth Partners LLC39

0.0% of portfolio$6.9K

Nemes Rush Group LLC38

0.0% of portfolio$6.7K

Private Wealth Management Group, LLC38

0.0% of portfolio$6.7K

Rydar Equities, Inc.38

0.0% of portfolio$6.8K

WPG Advisers, LLC34

0.0% of portfolio$6.0K

Signature Equity Partners, LLC32

0.0% of portfolio$5.6K

Creative Capital Management Investments LLC32

0.0% of portfolio$5.6K

Torren Management, LLC31

0.0% of portfolio$5.4K

Farmers & Merchants Trust Co of Chambersburg PA30

0.0% of portfolio$5

Newton One Investments LLC30

0.0% of portfolio$5.3K

Country Trust Bank28

0.0% of portfolio$4.9K

Avion Wealth28

0.0% of portfolio$4

Capital Advisors, Ltd. LLC28

0.0% of portfolio$5

GK Wealth Management LLC27

0.0% of portfolio$4.7K

West Paces Advisors Inc.26

0.0% of portfolio$4.6K

Archer Investment Corp25

0.0% of portfolio$4.4K

Cape Investment Advisory, Inc.24

0.0% of portfolio$4.2K

North Point Portfolio Managers Corp23

0.0% of portfolio$4.0K

Bay Harbor Wealth Management, LLC23

0.0% of portfolio$4.0K

Trust Co23

0.0% of portfolio$4.0K

UMB Private Wealth Management, LLC22

0.0% of portfolio$3.9K

GHP Investment Advisors, Inc.22

0.0% of portfolio$3.9K

Entrust Financial LLC20

0.0% of portfolio$3.5K

Abound Wealth Management19

0.0% of portfolio$3.3K

Hughes Financial Services, LLC19

0.0% of portfolio$3.4K

DiNuzzo Private Wealth, Inc.19

0.0% of portfolio$3.3K

Bullock Wealth Management Group17

0.0% of portfolio$2.9K

Pflug Koory, LLC15

0.0% of portfolio$2.6K

Elevation Wealth Partners, LLC15

0.0% of portfolio$2.6K

Downshift Financial, LLC15

0.0% of portfolio$2.6K

James T. Borello RIA14

0.0% of portfolio$2.5K

Center for Financial Planning, Inc.13

0.0% of portfolio$2.3K

Roxbury Financial LLC12

0.0% of portfolio$2.1K

Proathlete Wealth Management LLC11

0.0% of portfolio$1.9K

Dhjj Financial Advisors, Ltd.11

0.0% of portfolio$1.9K

Bokf, NA11

0.0% of portfolio$1.9K

First Bancorp, Inc11

0.0% of portfolio$1.9K

Triumph Capital Management10

0.0% of portfolio$1.8K

True Wealth Design, LLC10

0.0% of portfolio$1.8K

Ascentis Wealth Management, LLC10

0.0% of portfolio$1.8K

Wolff Wiese Magana LLC10

0.0% of portfolio$1.8K

Golden State Wealth Management, LLC9

0.0% of portfolio$1.6K

MJT & Associates Financial Advisory Group, Inc.8

0.0% of portfolio$1.4K

Arlington Trust Co LLC7

0.0% of portfolio$1.2K

Physician Wealth Advisors, Inc.7

0.0% of portfolio$1.2K

GF Fund Management Co. Ltd.7

0.0% of portfolio$1.2K

Winthrop Capital Management, LLC6

0.0% of portfolio$1.1K

Retirement Wealth Solutions LLC6

0.0% of portfolio$1.1K

Silver Grove Financial Group, Inc.6

0.0% of portfolio$1.1K

Strengthening Families & Communities, LLC5

0.0% of portfolio$876

Nvwm, LLC5

0.0% of portfolio$876

Washington Trust Advisors, Inc.5

0.0% of portfolio$876

PayPay Securities Corp5

0.0% of portfolio$876

Highline Wealth Partners LLC4

0.0% of portfolio$701

Davis Capital Management4

0.0% of portfolio$701

DecisionPoint Financial, LLC4

0.0% of portfolio$689

Burk Holdings LLC4

0.0% of portfolio$701

Lanark Financial, Inc.4

0.0% of portfolio$701

Pension & Wealth Management Advisors, Inc.3

0.0% of portfolio$525

Nova Financial LLC3

0.0% of portfolio$526

Planning Strategies Inc.3

0.0% of portfolio$525

William Mack & Associates, Inc.3

0.0% of portfolio$526

WestEnd Advisors, LLC2

0.0% of portfolio$350

American National Bank & Trust2

0.0% of portfolio$350

Provenance Wealth Advisors, LLC2

0.0% of portfolio$350

Maseco LLP2

0.0% of portfolio$350

Quaker Wealth Management, LLC2

0.0% of portfolio$351

American Capital Advisory, LLC2

0.0% of portfolio$351

Valley National Advisers Inc2

0.0% of portfolio$351

Buck Wealth Strategies, LLC1

0.0% of portfolio$175

Clark Wealth Partners1

0.0% of portfolio$176

Mosley Wealth Management1

0.0% of portfolio$179

Maryland Capital Advisors Inc.1

0.0% of portfolio$176

Valued Wealth Advisors LLC1

0.0% of portfolio$176

				Style	Turnover	Location	Filed
Geode Capital Management, LLC	3,161,008	$553.4M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Amundi	1,899,433	$332.7M	0.1%	Core	Medium	Paris, India	2026-11-06
Dimensional Fund Advisors LP	1,395,857	$244.5M	0.0%	Index	Low	Austin, TX	2026-11-04
Pictet Asset Management Holding SA	1,254,076	$219.7M	0.2%	Growth	Medium	Carouge, Switzerland	2026-11-03
Deutsche Bank Ag\	1,009,563	$176.8M	0.0%	Core	Medium	Frankfurt Am Main, Hong Kong	2026-11-06
Mirova US LLC	897,172	$157.1M	1.7%	Growth	Low	Boston, MA	2026-11-05
Citigroup Inc	816,950	$143.1M	0.0%	Core	Medium	New York, NY	2026-11-04
Robeco Schweiz AG	626,438	$109.7M	2.0%	Growth	Medium	Zurich, Switzerland	2026-10-23
Lightrock Netherlands B.V.	606,582	$25.1M	5.2%	Deep Value	Medium	Utrecht, Philippines	2026-11-06
Bank of New York Mellon Corp	567,515	$99.4M	0.0%	Core	Low	New York, NY	2026-11-05
Barclays PLC	465,744	$81.6M	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Two Seas Capital LP	377,984	$66.2M	0.8%	Momentum	Medium	Rye, NY	2026-10-06
Assetmark, Inc	321,002	$56.2M	0.1%	ETF	Low	Concord, CA	2026-10-21
Russell Investments Group, Ltd.	310,953	$54.6M	0.0%	Core	Low	Seattle, WA	2026-11-06
Todd Asset Management LLC	292,611	$51.3M	0.9%	Value	Medium	Louisville, KY	2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.	275,228	$48.2M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Sumitomo Mitsui Trust Group, Inc.	220,888	$38.7M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Swedbank AB	190,390	$33.3M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
SEB Asset Management AB	181,837	$31.9M	0.1%	Core	N/A	Stockholm, Sweden	2026-11-04
Assenagon Asset Management S.A.	174,759	$30.6M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Raiffeisen Bank International AG	156,695	$27.7M	0.3%	Growth	Medium	Vienna, Chile	2026-10-28
Robeco Institutional Asset Management B.V.	134,487	$23.6M	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
KBC Group NV	134,339	$23.5M	0.1%	Core	Medium	Brussels, Czech Republic	2026-10-22
Eurizon Capital SGR S.p.A.	131,933	$23.1M	0.1%	Core	Medium	Milan, Latvia	2026-11-06
Imc-Chicago, LLC	130,554	$22.9M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Candriam S.C.A.	126,586	$22.3M	0.1%	Growth	Medium	Strassen, Netherlands	2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	120,495	$21.1M	0.6%	Core	High	Turin, Latvia	2026-10-22
PFA Pension, Forsikringsaktieselskab	117,166	$20.5M	0.1%	Core	Low	Copenhagen, Greece	2026-11-06
Principal Financial Group Inc	115,832	$20.3M	0.0%	Core	Low	Des Moines, IA	2026-11-02
ABN Amro Investment Solutions	109,134	$19.1M	0.1%	Growth	Low	Paris Cedex 008, India	2026-10-21
Fjarde Ap-Fonden TH Swedish National Pension Fund	100,426	$17.6M	0.1%	Growth	Low	Stockholm, Sweden	2026-10-15
E. Ohman J:or Asset Management AB	94,792	$16.6M	0.4%	Growth	Medium	Stockholm, Sweden	2026-10-22
New York State Teachers Retirement System	93,484	$16.4M	0.1%	Core	Very Low	Albany, NY	2026-10-22
Hillman Co	88,683	$15.5M	6.0%	GARP	Medium	Pittsburgh, PA	2026-10-28
J. Safra Sarasin Holding AG	86,958	$15.5M	0.2%	Core	Medium	Basel, Switzerland	2026-10-26
LPL Financial LLC	84,953	$14.9M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Guinness Asset Management LTD	74,392	$13.0M	0.2%	Core	Low	London, United Kingdom	2026-11-05
SFE Investment Counsel	69,125	$12.1M	1.6%	Core	Low	Los Angeles, CA	2026-10-29
Y-Intercept (Hong Kong) Ltd	68,276	$12.0M	0.3%	Value	Very High	Hong Kong, South Korea	2026-10-16
Mirae Asset Global Investments Co., Ltd.	67,789	$11.9M	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Grace & White Inc	67,358	$11.8M	1.9%	Deep Value	Very Low	Ny, NY	2026-10-23
Vontobel Holding Ltd.	64,624	$11.3M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
KTF Investments, LLC	63,925	$11.2M	1.2%	Growth	Low	Seal Beach, CA	2026-10-23
Makena Capital Management LLC	57,851	$10.1M	1.1%	Core	Medium	Menlo Park, CA	2026-11-06
CenterBook Partners LP	57,068	$10.0M	0.5%	Value	Very High	Greenwich, CT	2026-11-02
Quintet Private Bank (Europe) S.A.	55,895	$9.8M	0.4%	Growth	Low	Luxembourg, Netherlands	2026-10-08
Munich Reinsurance Co Stock Corp in Munich	54,345	$9.5M	0.2%	Core	High	Munich, Hong Kong	2026-10-30
Asset Management One Co., Ltd.	54,216	$9.5M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
BI Asset Management Fondsmaeglerselskab A/S	49,786	$8.7M	0.2%	Core	Medium	Kobenhavn, Greece	2026-10-22
DekaBank Deutsche Girozentrale	48,567	$8.6M	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
NIA Impact Advisors, LLC	48,131	$8.4M	3.6%	Core	Medium	Oakland, CA	2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.	47,181	$11.1M	0.5%	Core	Low	Prague, Bahrain	2026-10-15
Cambridge Investment Research Advisors, Inc.	42,238	$7.4M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Brooklands Fund Management Ltd	42,228	$7.4M	0.9%	GARP	High	London, United Kingdom	2026-10-28
Cushing Asset Management, LP dba NXG Investment Management	40,000	$7.0M	0.3%	Yield	Medium	Dallas, TX	2026-10-26
Nykredit A/S	39,047	$6.8M	0.0%	Core	N/A	Nordhavn, Greece	2026-11-06
Axxion S.A.	38,268	$6.7M	0.4%	Core	N/A	Grevenmacher, Netherlands	2026-10-22
Boston Common Asset Management, LLC	37,805	$6.6M	0.4%	Core	Low	Boston, MA	2026-10-13
Alps Advisors Inc	37,704	$6.6M	0.0%	Yield	Low	Denver, CO	2026-11-03
Apollon Wealth Management, LLC	37,308	$6.5M	0.1%	Growth	Low	Mount Pleasant, SC	2026-10-23
Creative Planning	34,708	$6.1M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Union Bancaire Privee, UBP SA	34,668	$5.4M	0.1%	Growth	Medium	Geneva 1, Switzerland	2026-11-04
Ashton Thomas Private Wealth, LLC	34,556	$6.1M	0.1%	Core	Medium	Scottsdale, AZ	2026-11-03
CIBC Asset Management Inc	34,492	$6.0M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Swiss Life Asset Management Ltd	34,321	$6.0M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
State of Michigan Retirement System	33,900	$5.9M	0.0%	Index	Low	East Lansing, MI	2026-10-27
Fulcrum Capital LLC	33,887	$5.9M	1.1%	Growth	Low	Seattle, WA	2026-10-15
State of New Jersey Common Pension Fund D	32,968	$5.8M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Commonwealth Equity Services, LLC	32,120	$5.6M	0.0%	ETF	Low	Waltham, MA	2026-11-02
C WorldWide Group Holding A/S	31,392	$5.5M	0.4%	Core	Low	Copenhagen, Greece	2026-11-04
Czech National Bank	30,879	$5.4M	0.0%	Index	Very Low	Prague, Bahrain	2026-10-13
Prescott Group Capital Management, L.L.C.	30,400	$5.3M	0.5%	Deep Value	Medium	Tulsa, OK	2026-10-30
Mn Services Vermogensbeheer B.V.	29,451	$5.2M	0.1%	Core	Very Low	The Hague, Philippines	2026-10-08
Quadrant Private Wealth Management, LLC	28,934	$5.1M	0.7%	Growth	Low	Center Valley, PA	2026-11-04
Credit Capital Investments LLC	28,700	$5.0M	3.0%	GARP	Low	Livingston, NJ	2026-10-22
Kerusso Capital Management LLC	28,035	$4.9M	1.6%	Value	Low	Winston Salem, NC	2026-10-27
Arizona State Retirement System	27,880	$4.9M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
IFM Investors Pty Ltd	27,644	$4.8M	0.0%	Index	Very Low	Melbourne, China	2026-10-14
Farther Finance Advisors, LLC	27,110	$4.7M	0.0%	Index	Low	San Francisco, CA	2026-10-08
Maxi Investments CY Ltd	26,371	$4.6M	2.7%	Growth	Very High	Limassol, Georgia	2026-10-26
MacKenzie Financial Corp	25,920	$4.5M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Daiwa Securities Group Inc.	25,850	$4.5M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Ethic Inc.	25,578	$4.5M	0.1%	Core	Low	New York, NY	2026-11-03
Secure Asset Management, LLC	24,653	$4.3M	0.6%	Growth	Medium	Troy, MI	2026-10-19
Inspire Investing, LLC	24,470	$4.3M	0.2%	GARP	High	Meridian, ID	2026-10-22
Citizens Financial Group Inc	24,438	$4.3M	0.0%	Growth	Low	Providence, RI	2026-10-23
Mader & Shannon Wealth Management, Inc.	24,281	$4.3M	1.8%	ETF	Medium	Kansas City, MO	2026-11-02
Fideuram Asset Management (Ireland) dac	24,126	$5.2M	0.1%	Core	High	Dublin 1, Lithuania	2026-10-29
ProShare Advisors LLC	23,841	$4.2M	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	23,744	$4.2M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
US Bancorp \de\	23,575	$4.1M	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Stackstone Wealth, LLC	22,602	$4.0M	0.4%	Core	N/A	Dubuque, IA	2026-10-19
Retirement Systems of Alabama	22,537	$3.9M	0.0%	Index	Low	Montgomery, AL	2026-11-04
Guild Investment Management, Inc.	22,183	$3.9M	2.5%	GARP	Medium	Westlake Village, CA	2026-11-03
Triglav Investments, D.O.O.	21,683	$3.8M	0.2%	Growth	Medium	Ljubljana, Andorra	2026-11-06
Lido Advisors, LLC	21,022	$3.7M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Clean Yield Group	20,869	$3.7M	0.9%	Core	Low	Norwich, VT	2026-10-28
Summerhill Capital Management lnc.	20,846	$3.7M	2.8%	Momentum	Low	Toronto, Australia	2026-11-02
Xponance LLC	20,348	$3.6M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
PNC Financial Services Group, Inc.	20,182	$3.5M	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Silver Lake Advisory, LLC	20,178	$3.5M	1.3%	Core	Low	Cottonwood Heights, UT	2026-10-22
UniSuper Management Pty Ltd	19,207	$3.4M	0.0%	Growth	Low	Melbourne, Victoria, China	2026-10-26
Burford Brothers, Inc.	19,186	$3.4M	1.2%	Core	Low	Dallas, TX	2026-10-21
Rakuten Investment Management, Inc.	18,939	$3.4M	0.0%	ETF	Medium	Tokyo, Mexico	2026-10-30
ASR Vermogensbeheer N.V.	18,878	$3.3M	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
Linden Thomas Advisory Services, LLC	18,828	$3.3M	0.3%	Core	Low	Charlotte, NC	2026-10-19
Amalgamated Bank	18,415	$3.2M	0.0%	Core	Very Low	New York, NY	2026-10-23
Neos Investment Management LLC	18,404	$3.2M	0.0%	Index	Very Low	Westport, CT	2026-11-04
Wealth Enhancement Advisory Services, LLC	18,264	$2.5M	0.0%	Core	Low	Plymouth, MN	2026-10-13
LBP AM SA	18,142	$3.2M	0.0%	Growth	Medium	Paris, India	2026-11-06
Duff & Phelps Investment Management Co	18,093	$3.2M	0.0%	Yield	Low	Chicago, IL	2026-11-06
Leibman Financial Services, Inc.	17,172	$3.0M	2.1%	Value	High	Louisville, NE	2026-10-13
Bouvel Investment Partners, LLC	16,808	$2.9M	0.7%	Agg Growth	Medium	Phoenixville, PA	2026-10-13
Nisa Investment Advisors, LLC	16,481	$2.9M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Fifth Third Bancorp	16,228	$2.8M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
North Growth Management Ltd.	16,000	$2.7K	0.0%	GARP	Low	Vancouver, UAE	2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd	15,506	$2.7M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
Avanza Fonder AB	15,361	$2.7M	0.1%	Growth	Low	Stockholm, Sweden	2026-10-13
Chesley Taft & Associates LLC	15,210	$2.7M	0.1%	Core	Low	Chicago, IL	2026-10-13
Slow Capital, Inc.	15,124	$2.6M	0.3%	Agg Growth	Low	Greenbrae, CA	2026-10-23
New York Life Investment Management LLC	14,935	$2.6M	0.0%	Growth	Low	New York, NY	2026-11-04
Cox Capital Mgt LLC	13,989	$2.5M	1.4%	Growth	Medium	Andover, MA	2026-10-07
Point Windward Advisors Inc.	13,786	$2.4M	1.1%	Core	Low	New York, NY	2026-11-06
Old Port Advisors	13,724	$2.4M	0.5%	GARP	Low	Portland, ME	2026-10-23
Edgemoor Investment Advisors, Inc.	13,650	$2.4M	0.2%	Core	Very Low	Bethesda, MD	2026-11-03
OFI Invest Asset Management	13,368	$2.1M	0.0%	Growth	High	Issy Les Moulineaux, India	2026-11-06
TD Waterhouse Canada Inc.	13,266	$2.3M	0.0%	Core	Low	Toronto, Australia	2026-10-16
Oregon Public Employees Retirement Fund	13,222	$2.3M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Kestra Advisory Services, LLC	12,970	$2.3M	0.0%	Core	Low	Austin, TX	2026-11-02
Harel Insurance Investments & Financial Services Ltd.	12,735	$2.2M	0.0%	Growth	High	Ramat Gan, Luxembourg	2026-11-02
Central Valley Advisors, LLC	12,345	$2.2M	0.6%	Core	Low	Sacramento, CA	2026-10-27
Harrington Investments, Inc	12,101	$2.1M	1.0%	Core	Very Low	Napa, CA	2026-10-14
Viking Fund Management LLC	12,000	$2.1M	0.2%	Yield	Medium	Minot, ND	2026-10-14
Courier Capital LLC	11,801	$2.1M	0.1%	ETF	Low	Buffalo, NY	2026-10-19
Harmony Asset Management LLC	11,335	$2.0M	0.5%	Growth	Medium	Scottsdale, AZ	2026-10-20
OP Asset Management Ltd	11,122	$1.9M	0.0%	Growth	Medium	Helsinki, Hungary	2026-11-05
Leonteq Securities AG	11,121	$1.9M	0.1%	Core	High	Zurich, Switzerland	2026-10-29
Mutual of America Capital Management LLC	10,938	$1.9M	0.0%	Index	Low	New York, NY	2026-10-23
Yousif Capital Management, LLC	10,816	$1.9M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Hanson & Doremus Investment Management	10,577	$1.9M	1.2%	Core	Very Low	Burlington, VT	2026-10-16
Achmea Investment Management B.V.	10,459	$1.8M	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Westover Capital Advisors, LLC	10,378	$1.8M	0.3%	Momentum	Low	Wilmington, DE	2026-10-26
State of Alaska, Department of Revenue	10,184	$1.8M	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Clear Harbor Asset Management, LLC	10,160	$1.8M	0.1%	Core	Low	Stamford, CT	2026-11-05
Hourglass Capital, LLC	9,665	$1.7M	0.3%	Value	Medium	Houston, TX	2026-10-26
Ellsworth Advisors, LLC	9,608	$1.7M	0.3%	GARP	High	Hudson, OH	2026-10-15
Venture Visionary Partners LLC	9,568	$1.7M	0.0%	Core	Low	Sylvania, OH	2026-10-07
Mengis Capital Management, Inc.	9,075	$1.6M	0.2%	Core	Low	Portland, OR	2026-10-13
M&G Plc	8,404	$1.5M	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Trust Co of Vermont	8,237	$1.4M	0.1%	Core	Very Low	Brattleboro, VT	2026-10-21
SteelPeak Wealth, LLC	8,000	$1.4M	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
Leisure Capital Management	7,933	$1.4M	0.4%	Core	Low	Costa Mesa, CA	2026-11-03
Illinois Municipal Retirement Fund	7,911	$1.4M	0.0%	Core	Medium	Oak Brook, IL	2026-11-05
Central Trust Co	7,788	$1.4M	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Gulf International Bank (UK) Ltd	7,760	$1.4M	0.1%	Core	Very Low	London, United Kingdom	2026-10-20
Oakworth Capital, Inc.	7,748	$1.4M	0.1%	ETF	Low	Birmingham, AL	2026-10-26
LaFleur & Godfrey LLC	7,689	$1.3M	0.2%	Growth	Low	Grand Rapids, MI	2026-10-27
Ahara Advisors LLC	7,625	$1.3M	0.8%	Growth	Low	Jersey City, NJ	2026-10-29
Natural Investments, LLC	7,517	$1.3M	0.3%	Core	Medium	Windsor, CA	2026-11-06
Rudd Co d/b/a Styre Wealth	7,470	$1.3M	1.3%	Value	N/A	Fort Worth, TX	2026-10-29
Simplex Trading, LLC	7,418	$1.3M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Michael J. Porro & Co. Financial Advisors, Inc.	7,307	$1.3M	0.8%	Growth	Low	Old Tappan, NJ	2026-10-16
Independence Bank of Kentucky	6,945	$1.2M	0.1%	Growth	Low	Owensboro, KY	2026-10-26
Keybank National Association	6,856	$1.2M	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Ag2r LA Mondiale Gestion D'actifs	6,808	$1.2M	0.0%	Growth	Low	Paris, India	2026-10-26
Fulcrum Asset Management LLP	6,626	$1.2M	0.1%	Core	Medium	London, United Kingdom	2026-11-04
IPG Investment Advisors LLC	6,170	$1.1M	0.2%	Core	Medium	San Diego, CA	2026-10-30
Barlow Wealth Partners, LLC	6,050	$1.1M	0.1%	Core	Medium	Louisville, KY	2026-10-15
Family Legacy, Inc.	6,030	$1.1M	0.3%	Core	Very Low	Greenville, SC	2026-10-13
Bryn Mawr Trust Advisors, LLC	6,028	$1.1M	0.0%	Core	Low	Philadelphia, PA	2026-11-04
Parallel Advisors, LLC	6,016	$1.1M	0.0%	Index	Low	San Francisco, CA	2026-11-03
Maryland State Retirement & Pension System	6,014	$1.1M	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
Hartford Investment Management Co	5,803	$1.0M	0.0%	Index	Very Low	Hartford, CT	2026-11-04
Advocate Investing Services LLC	5,730	$1.0M	0.8%	ETF	Low	Woodbine, MD	2026-10-26
Bailard, Inc.	5,680	$995.0K	0.0%	Growth	Medium	Foster City, CA	2026-10-13
Machina Capital S.A.S.	5,651	$989.8K	0.1%	Value	Very High	Paris, India	2026-11-05
Truist Financial Corp	5,621	$984.6K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Novem Group	5,574	$976.3K	0.1%	ETF	Medium	Rochester, NY	2026-10-19
Clearstead Advisors, LLC	5,550	$972.1K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
Sycomore Asset Management	5,544	$1.5K	0.2%	Agg Growth	Low	Paris, India	2026-10-26
Blume Capital Management, Inc.	5,478	$959.5K	0.1%	Core	Medium	Berkeley, CA	2026-10-26
Praxis Investment Management Inc	5,420	$949.0K	0.1%	Core	Low	Goshen, IN	2026-11-03
B. Metzler seel. Sohn & Co. AG	5,405	$946.7K	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Louisiana State Employees Retirement System	5,300	$928.3K	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
New Mexico Educational Retirement Board	5,300	$928.0K	0.0%	Index	Very Low	Santa Fe, NM	2026-11-05
Kestra Private Wealth Services, LLC	5,098	$892.9K	0.0%	Growth	Low	Austin, TX	2026-11-06
Allspring Global Investments Holdings, LLC	5,003	$861.1K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Community Bank, N.A.	5,000	$875.8K	0.1%	Core	Very Low	Dewitt, NY	2026-11-06
Jnba Financial Advisors	4,994	$874.8K	0.1%	ETF	Medium	Bloomington, MN	2026-11-03
Banque Pictet & CIE SA	4,952	$867.4K	0.0%	Core	Medium	Geneva 73, Switzerland	2026-10-16
Greenleaf Trust	4,946	$866.3K	0.0%	Core	Low	Kalamazoo, MI	2026-10-29
Prime Capital Investment Advisors, LLC	4,915	$860.9K	0.0%	ETF	Low	Overland Park, KS	2026-10-20
S-Bank Fund Management Ltd	4,897	$857.8K	0.1%	Core	Medium	Helsinki, Hungary	2026-11-06
Tokio Marine Asset Management Co LTD	4,856	$850.6K	0.0%	Growth	Low	Tokyo, Mexico	2026-10-26
Crossmark Global Holdings, Inc.	4,752	$832.4K	0.0%	GARP	Medium	Houston, TX	2026-10-21
Green Alpha Advisors, LLC	4,700	$823.3K	0.6%	Growth	Low	Niwot, CO	2026-10-08
Evexia Wealth LLC	4,512	$758.7K	0.2%	Core	Medium	Stevens Point, WI	2026-11-05
Compagnie Lombard Odier SCmA	4,500	$788.2K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
Canton Hathaway, LLC	4,500	$788.2K	0.2%	Value	Low	Providence, RI	2026-10-23
Trust Investment Advisors	4,415	$773.3K	0.3%	Growth	Low	Indianapolis, IN	2026-10-20
Bangor Savings Bank	4,389	$768.8K	0.1%	ETF	Low	Bangor, ME	2026-10-06
NorthCrest Asset Manangement, LLC	4,304	$769.8K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP	4,294	$752.1K	0.0%	Growth	Very Low	Boston, MA	2026-10-23
Kintegral Advisory, LLC	4,293	$752.0K	0.1%	Growth	Very Low	New York, NY	2026-10-16
Doliver Advisors, LP	4,271	$748.1K	0.2%	GARP	Low	Houston, TX	2026-10-01
McLean Asset Management Corp	4,217	$825.5K	0.1%	ETF	Very Low	Tysons, VA	2026-11-06
Gamma Investing LLC	4,180	$732.2K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
HB Wealth Management, LLC	4,174	$731.1K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Argonautica Private Wealth Management, Inc	4,160	$728.7K	0.2%	Growth	Low	Wellesley, MA	2026-11-02
Oppenheimer & Co Inc	4,117	$721.1K	0.0%	Core	Low	New York, NY	2026-10-26
Thrivent Financial for Lutherans	4,105	$719.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Savant Capital, LLC	4,052	$709.9K	0.0%	Index	Very Low	Rockford, IL	2026-11-06
Generali Asset Management SPA SGR	3,963	$694.2K	0.0%	Core	Low	Trieste, Latvia	2026-10-26
Contravisory Investment Management, Inc.	3,907	$684.4K	0.1%	Momentum	High	Norwell, MA	2026-10-13
Verdence Capital Advisors LLC	3,828	$670.5K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
Meitav Investment House LTD	3,806	$666.7K	0.0%	ETF	Medium	Bene-Beraq, Luxembourg	2026-10-28
AIA Group Ltd	3,803	$666.1K	0.0%	Growth	Medium	Hong Kong, South Korea	2026-10-30
Wealthcare Advisory Partners LLC	3,766	$659.7K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Prospera Financial Services Inc	3,726	$649.8K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Garner Asset Management Corp	3,710	$623.8K	0.2%	Core	Low	Plano, TX	2026-10-30
Concurrent Investment Advisors, LLC	3,606	$631.6K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Summit Global Investments	3,597	$630.0K	0.2%	Core	Medium	Bountiful, UT	2026-10-28
AlphaCore Capital LLC	3,594	$629.5K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
D.A. Davidson & Co.	3,567	$624.8K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Altfest L J & Co Inc	3,494	$612.0K	0.1%	ETF	High	New York, NY	2026-10-27
Pinnacle Associates LTD	3,481	$609.8K	0.0%	Core	Low	New York, NY	2026-10-20
Integrated Advisors Network LLC	3,437	$602.0K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
L. Roy Papp & Associates, LLP	3,405	$596.4K	0.1%	Core	Very Low	Phoenix, AZ	2026-10-21
Trium Capital LLP	3,378	$591.7K	0.7%	Yield	Very High	London, United Kingdom	2026-10-16
Quadrant Capital Group LLC	3,363	$627.5K	0.0%	Core	Low	Cincinnati, OH	2026-10-20
Mirador Capital Partners LP	3,338	$584.7K	0.1%	Growth	Medium	Pleasanton, CA	2026-10-09
Tobam	3,317	$581.0K	0.5%	Value	High	Paris, India	2026-11-03
Global Financial Private Client, LLC	3,309	$579.6K	0.2%	Growth	Low	Sarasota, FL	2026-10-15
Lazard Freres Gestion S.A.S.	3,290	$576.0K	0.0%	Growth	Low	Paris, India	2026-11-03
IFP Advisors, Inc	3,266	$572.1K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Merit Financial Group, LLC	3,263	$571.5K	0.0%	ETF	Low	Alpharetta, GA	2026-11-06
V-Square Quantitative Management LLC	3,248	$568.9K	0.1%	Core	Low	Chicago, IL	2026-10-15
Atria Investments, Inc	3,121	$546.6K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
North Dakota State Investment Board	3,115	$545.6K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Carnegie Investment Counsel	3,080	$539.5K	0.0%	Core	Low	Pepper Pike, OH	2026-10-20
Arvest Investments, Inc.	3,078	$539.1K	0.1%	ETF	Low	Lowell, AR	2026-10-21
Parkside Financial Bank & Trust	3,070	$537.7K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Independent Financial Group, LLC	3,053	$534.7K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Angeles Wealth Management, LLC	3,043	$533.0K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
Jefferies Financial Group Inc.	3,038	$532.1K	0.0%	Core	Very High	New York, NY	2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab	2,950	$516.7K	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
Guinness Atkinson Asset Management Inc	2,856	$500.3K	0.2%	Growth	Medium	Pasadena, CA	2026-11-05
Perpetual Ltd	2,834	$496.4K	0.0%	Value	Medium	Sydney, New South Wales, China	2026-10-13
Securian Asset Management, Inc	2,832	$496.1K	0.0%	Index	Low	St Paul, MN	2026-11-06
Avidian Wealth Enterprises, LLC	2,824	$494.7K	0.0%	ETF	Low	Houston, TX	2026-10-08
Sterling Capital Management LLC	2,798	$490.1K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
DMC Group, LLC	2,779	$486.8K	0.3%	Core	Medium	Birmingham, AL	2026-10-26
Koshinski Asset Management, Inc.	2,743	$480.4K	0.0%	ETF	Low	Decatur, IL	2026-10-29
Fisher Asset Management, LLC	2,723	$477.0K	0.0%	Core	Low	Plano, TX	2026-11-06
Capricorn Fund Managers Ltd	2,700	$472.9K	0.0%	GARP	Very High	London, United Kingdom	2026-11-03
Sage Private Wealth Group, LLC	2,679	$469.3K	0.2%	ETF	Low	Oakbrook Terrace, IL	2026-10-21
Kozak & Associates, Inc.	2,650	$467.2K	0.1%	ETF	Low	Highlands Ranch, CO	2026-10-29
Congress Park Capital LLC	2,650	$464.2K	0.1%	Value	Low	Saratoga Springs, NY	2026-10-13
Patten Group, Inc.	2,607	$456.6K	0.1%	Core	Low	Chattanooga, TN	2026-10-26
Azzad Asset Management Inc	2,570	$450.1K	0.0%	Growth	Medium	Falls Church, VA	2026-11-04
New England Research & Management, Inc.	2,550	$446.7K	0.2%	Core	High	Chicago, IL	2026-10-16
Trust Co of Toledo NA	2,525	$442.3K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Everest Financial Group LLC	2,485	$435.3K	0.1%	Growth	Very Low	Minneapolis, MN	2026-11-06
Signaturefd, LLC	2,438	$427.0K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Goelzer Investment Management, Inc.	2,408	$421.8K	0.0%	Growth	Low	Carmel, IN	2026-10-16
BAR Harbor Wealth Management	2,370	$415.1K	0.0%	Core	Low	Concord, NH	2026-10-21
Cardinal Point Capital Management ULC	2,355	$412.5K	0.0%	Value	Low	Toronto, Australia	2026-10-21
Tema Etfs LLC	2,330	$408.1K	0.0%	Growth	Medium	New York, NY	2026-10-16
Level Four Advisory Services, LLC	2,265	$396.7K	0.0%	Core	Low	Dallas, TX	2026-11-06
Davis Investment Partners, LLC	2,204	$386.1K	0.1%	ETF	Low	Charlotte, NC	2026-11-05
Fiduciary Financial Group, LLC	2,201	$385.5K	0.0%	ETF	Low	San Rafael, CA	2026-10-13
Acuitas Investments, LLC	2,200	$385.4K	15.1%	Yield	High	Seattle, WA	2026-11-06
Sterling Investment Advisors, Ltd.	2,160	$378.3K	0.1%	Growth	Low	Berwyn, PA	2026-10-27
Edmp, Inc.	2,159	$378.2K	0.3%	Yield	Low	Lutz, FL	2026-10-22
Summit Wealth Group LLC / Co	2,129	$372.8K	0.0%	ETF	High	Colorado Springs, CO	2026-10-29
Sierra Summit Advisors LLC	2,127	$372.6K	0.0%	Agg Growth	High	Incline Village, NV	2026-10-28
CX Institutional	2,118	$371	0.0%	Core	Medium	Auburn, IN	2026-10-02
Schmidt P J Investment Management Inc	2,106	$368.8K	0.1%	Growth	Very Low	Cedarburg, WI	2026-11-02
SJS Investment Consulting Inc.	2,071	$362.8K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Sanchez Gaunt Capital Management, LLC	2,069	$362.4K	0.2%	ETF	N/A	Reno, NV	2026-11-03
Perigon Wealth Management, LLC	2,065	$361.7K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Y.D. More Investments Ltd	2,047	$358.6K	0.0%	Agg Growth	Medium	Ramat Gan, Luxembourg	2026-11-02
Cordoba Advisory Partners LLC	2,007	$352.1K	0.0%	ETF	Medium	New York, NY	2026-10-19
DE Burlo Group Inc	2,000	$350.3K	0.1%	Growth	High	Boston, MA	2026-11-05
Sava Infond d.o.o.	2,000	$350.3K	0.0%	Agg Growth	Low	Maribor, Andorra	2026-10-28
Rothwell Investment Advisors, LLC	1,968	$344.8K	0.2%	N/A	N/A	Salem, MA	2026-11-06
Compass Financial Management LLC	1,926	$337.4K	0.0%	Core	N/A	Tampa, FL	2026-10-30
StoneX Group Inc.	1,918	$373.7K	0.0%	ETF	Medium	New York, NY	2026-11-03
Brookstone Capital Management	1,897	$332.2K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
UMB Bank, n.a.	1,887	$330.5K	0.0%	Core	Low	Kansas City, MO	2026-11-06
Hunter Associates Investment Management LLC	1,850	$324.0K	0.1%	Core	Low	Pittsburgh, PA	2026-10-26
Wright Investors Service Inc	1,834	$321.2K	0.1%	Growth	Medium	Shelton, CT	2026-11-02
TFB Advisors LLC	1,824	$319.5K	0.1%	ETF	Low	Overland Park, KS	2026-11-02
Vise Technologies, Inc.	1,767	$309.5K	0.0%	Index	Low	New York, NY	2026-10-29
Brighton Jones LLC	1,765	$309.1K	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Everett Harris & Co	1,700	$297.8K	0.0%	Core	Very Low	Los Angeles, CA	2026-10-28
Aviso Wealth Management	1,695	$296.9K	0.1%	Growth	Low	Bellevue, WA	2026-11-04
TrueWealth Advisors, LLC	1,688	$295.7K	0.1%	ETF	Medium	Birmingham, AL	2026-10-09
Motley Fool Asset Management LLC	1,669	$292.3K	0.0%	Growth	Medium	Alexandria, VA	2026-10-27
Davenport & Co LLC	1,662	$291.2K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Strs Ohio	1,639	$287.1K	0.0%	Core	Medium	Columbus, OH	2026-10-30
KCM Investment Advisors LLC	1,591	$278.7K	0.0%	Core	Very Low	Greenbrae, CA	2026-10-27
Compass Wealth Management LLC	1,540	$269.7K	0.1%	GARP	Low	Guilford, CT	2026-10-22
J.W. Cole Advisors, Inc.	1,518	$265.9K	0.0%	Index	Low	Tampa, FL	2026-11-05
Joel Isaacson & Co., LLC	1,505	$263.6K	0.0%	ETF	Very Low	New York, NY	2026-11-05
Fort Washington Investment Advisors Inc	1,498	$262.4K	0.0%	Core	Low	Cincinnati, OH	2026-10-15
Impact Investors, Inc	1,498	$262.4K	0.4%	ETF	Low	San Francisco, CA	2026-11-02
MGO One Seven LLC	1,471	$257.7K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Formidable Asset Management, LLC	1,467	$257.0K	0.0%	Core	Low	Cincinnati, OH	2026-11-03
Profund Advisors LLC	1,424	$249.4K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
MQS Management LLC	1,415	$247.9K	0.1%	Deep Value	Very High	New York, NY	2026-11-06
Eagle Harbor Asset Management Inc	1,392	$243.8K	0.2%	GARP	Low	Seattle, WA	2026-10-21
Riverwater Partners LLC	1,390	$243.5K	0.1%	Value	Medium	Milwaukee, WI	2026-11-03
First Affirmative Financial Network	1,389	$243.3K	0.1%	Core	N/A	Colorado Springs, CO	2026-10-21
Bigelow Investment Advisors, LLC	1,387	$242.9K	0.1%	ETF	Low	Portland, ME	2026-10-13
Frank, Rimerman Advisors LLC	1,378	$241.4K	0.0%	Growth	Low	Palo Alto, CA	2026-10-16
Wealth Architects, LLC	1,361	$238.4K	0.0%	ETF	Very Low	Mountain View, CA	2026-11-03
Gilman Hill Asset Management, LLC	1,325	$232.1K	0.0%	Yield	Medium	New Canaan, CT	2026-10-13
Penobscot Wealth Management	1,310	$229.5K	0.1%	ETF	Very Low	Portland, ME	2026-10-21
Oslo Pensjonsforsikring AS	1,305	$228.6K	0.0%	Value	Low	Oslo, Norway	2026-10-15
City Holding Co	1,290	$225.9K	0.0%	Core	Low	Charleston, WV	2026-10-19
Folger Nolan Fleming Douglas Capital Management, Inc	1,283	$224.7K	0.0%	Core	Low	Washington, DC	2026-10-13
Gateway Investment Advisers LLC	1,282	$224.6K	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
Allworth Financial LP	1,240	$292.6K	0.0%	Index	Low	Folsom, CA	2026-11-06
Abacus Wealth Partners, LLC	1,230	$215.5K	0.0%	ETF	Low	Santa Monica, CA	2026-11-03
Mather Group, Llc.	1,198	$209.9K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Integral Investment Advisors, Inc.	1,193	$209.0K	0.0%	ETF	Very Low	Turlock, CA	2026-11-03
Trust Asset Management LLC	1,183	$207.2K	0.0%	ETF	Very Low	Houston, TX	2026-11-03
Eastern Bank	1,177	$206.2K	0.0%	Growth	Medium	Boston, MA	2026-10-05
Hartline Investment Corp/	1,169	$204.8K	0.0%	Growth	Medium	Winnetka, IL	2026-10-29
Natixis	1,099	$192.5K	0.0%	GARP	High	Paris, India	2026-11-06
Ashurst Perkins Coie Trust Co	1,056	$185.0K	0.0%	Core	Very Low	Seattle, WA	2026-10-15
SBI Securities Co., Ltd.	1,013	$177.4K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Exchange Traded Concepts, LLC	962	$168.5K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Rakuten Securities, Inc.	838	$146.8K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
MassMutual Private Wealth & Trust, FSB	746	$130.7K	0.0%	Core	Low	Springfield, MA	2026-10-05
Kentucky Trust Co	655	$114.7K	0.1%	Core	Very Low	Danville, KY	2026-10-15
Brown, Lisle Ings, Inc.	570	$99.8K	0.0%	Core	Very Low	Providence, RI	2026-10-16
Monetary Solutions, Ltd	538	$94.2K	0.1%	ETF	Very Low	Dayton, OH	2026-10-22
Community Financial Services Group, LLC	533	$91.7K	0.0%	Growth	Low	Newport, VT	2026-10-15
Bank Julius Baer & Co. Ltd, Zurich	526	$92.1K	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt	500	$87.6K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-21
Hager Investment Management Services, LLC	481	$84.3K	0.0%	Growth	Medium	New London, NH	2026-11-04
Manchester Capital Management LLC	478	$83.7K	0.0%	Core	Low	Manchester, VT	2026-10-22
Financial Consulate, Inc	453	$79.3K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
EverSource Wealth Advisors, LLC	447	$78.3K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
TrinityBridge Ltd	435	$76.0K	0.0%	Momentum	Medium	London, United Kingdom	2026-10-30
Banque de Luxembourg S.A.	424	$74.3K	0.0%	Core	Low	Luxembourg, Netherlands	2026-10-14
Montag A & Associates Inc	400	$70.1K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Ascentis Independent Advisors	363	$63.6K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Rossby Financial, LCC	360	$63.1K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Jacobi Capital Management LLC	356	$62.4K	0.0%	Core	Low	Pittston, PA	2026-11-05
Cassaday & Co Wealth Management LLC	341	$59.7K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Byrne Asset Management LLC	324	$55.8K	0.0%	Core	Low	Kingston, NJ	2026-10-06
Root Financial Partners, LLC	324	$56.8K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Covestor Ltd	310	$54.0K	0.1%	Value	High	London, United Kingdom	2026-10-30
CGC Financial Services, LLC	300	$52.5K	0.0%	ETF	Low	Lake Oswego, OR	2026-10-13
Blue Trust, Inc.	266	$46.6K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Elyxium Wealth, LLC	262	$45.9K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Cromwell Holdings LLC	262	$45.9K	0.0%	Index	Low	Jackson, WY	2026-10-28
Schuylkill Financial LLC	200	$35.0K	0.0%	ETF	N/A	Wyomissing, PA	2026-10-21
Glass Jacobson Investment Advisors llc	200	$35.0K	0.0%	ETF	Low	Owings Mills, MD	2026-10-26
Private Trust Co NA	188	$32.9K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Toth Financial Advisory Corp	184	$32.2K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Mcdonald Partners LLC	180	$31.5K	0.0%	Core	Low	Cleveland, OH	2026-11-03
Pilgrim Partners Asia Pte Ltd	180	$31.5K	0.0%	ETF	Medium	Singapore, Turkey	2026-10-29
Tradewinds Capital Management, LLC	178	$31.2K	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
Gen-Wealth Partners Inc	173	$30.4K	0.0%	Core	Low	Zeeland, MI	2026-11-04
Larson Financial Group LLC	166	$29.1K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Ares Financial Consulting, LLC	163	$28.6K	0.0%	Core	Low	Calabasas, CA	2026-10-19
CoreCap Advisors, LLC	151	$26.4K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
TD Private Client Wealth LLC	150	$26.3K	0.0%	ETF	Low	New York, NY	2026-10-28
Foster Dykema Cabot & Partners, LLC	150	$26.3K	0.0%	Growth	Low	Waltham, MA	2026-10-30
Clearstead Trust, LLC	146	$25.6K	0.0%	Growth	Low	Portland, ME	2026-11-06
Evermay Wealth Management LLC	139	$24.3K	0.0%	ETF	Low	Arlington, VA	2026-11-05
Spire Wealth Management	134	$23.5K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Grove Bank & Trust	133	$23.3K	0.0%	ETF	Low	Miami, FL	2026-10-08
Harbor Investment Advisory, LLC	132	$23.1K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Versant Capital Management, Inc	123	$21.5K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Horizon Financial Services, LLC	122	$21.4K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
First Horizon Corp	115	$20.1K	0.0%	Core	Low	Memphis, TN	2026-10-26
Zions Bancorporation, National Association	111	$19.4K	0.0%	Core	Medium	Salt Lake City, UT	2026-11-06
Costello Asset Management, Inc	110	$19.3K	0.0%	Core	Low	Feasterville, PA	2026-10-30
MV Capital Management, Inc.	110	$19.3K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Owl Creek Wealth Partners LLC	104	$18.2K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
City State Bank	100	$17.5K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
Wilmington Savings Fund Society, FSB	100	$17.5K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Hickory Point Bank & Trust	100	$17.5K	0.0%	Core	Very Low	Decatur, IL	2026-10-01
Pinnacle Wealth Planning Services, Inc.	92	$16.1K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
DeDora Capital, Inc.	82	$14.4K	0.0%	ETF	Very Low	Napa, CA	2026-10-26
JFS Wealth Advisors, LLC	78	$13.7K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Atwood & Palmer Inc	75	$13.1K	0.0%	Core	Very Low	Kansas City, MO	2026-10-08
Farmers & Merchants Investments Inc	73	$12.8K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Mascoma Wealth Management LLC	69	$12.1K	0.0%	ETF	Very Low	Hanover, NH	2026-10-23
Fortitude Family Office, LLC	68	$11.9K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
NBH Bank	60	$10.5K	0.0%	Core	N/A	Greenwood Village, CO	2026-11-05
Westside Investment Management, Inc.	53	$9.3K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Laurel Wealth Advisors LLC	50	$8.8K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Nvest Wealth Strategies, Inc.	50	$8.8K	0.0%	ETF	Very Low	Powell, OH	2026-10-14
Global Trust Asset Management, LLC	48	$8.5K	0.0%	Growth	Medium	Palm Beach Gardens, FL	2026-10-19
Armstrong Advisory Group, Inc	44	$7.7K	0.0%	ETF	High	Needham, MA	2026-10-09
Vision Financial Markets LLC	42	$7.3K	0.0%	Core	Low	Stamford, CT	2026-10-22
Bell Investment Advisors, Inc	41	$7.2K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Balance Wealth Partners LLC	39	$6.9K	0.0%	ETF	Medium	Worthington, OH	2026-10-27
Nemes Rush Group LLC	38	$6.7K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Private Wealth Management Group, LLC	38	$6.7K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Rydar Equities, Inc.	38	$6.8K	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
WPG Advisers, LLC	34	$6.0K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Signature Equity Partners, LLC	32	$5.6K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Creative Capital Management Investments LLC	32	$5.6K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Torren Management, LLC	31	$5.4K	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA	30	$5	0.0%	GARP	Low	Chambersburg, PA	2026-10-14
Newton One Investments LLC	30	$5.3K	0.0%	ETF	Very Low	Newark, DE	2026-10-14
Country Trust Bank	28	$4.9K	0.0%	Growth	Low	Bloomington, IL	2026-10-30
Avion Wealth	28	$4	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Capital Advisors, Ltd. LLC	28	$5	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
GK Wealth Management LLC	27	$4.7K	0.0%	GARP	Very High	Reno, NV	2026-10-09
West Paces Advisors Inc.	26	$4.6K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Archer Investment Corp	25	$4.4K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Cape Investment Advisory, Inc.	24	$4.2K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
North Point Portfolio Managers Corp	23	$4.0K	0.0%	Growth	Low	Orange Village, OH	2026-10-07
Bay Harbor Wealth Management, LLC	23	$4.0K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Trust Co	23	$4.0K	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
UMB Private Wealth Management, LLC	22	$3.9K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
GHP Investment Advisors, Inc.	22	$3.9K	0.0%	Core	Very Low	Denver, CO	2026-10-15
Entrust Financial LLC	20	$3.5K	0.0%	ETF	Low	Wayne, PA	2026-11-04
Abound Wealth Management	19	$3.3K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Hughes Financial Services, LLC	19	$3.4K	0.0%	ETF	Low	Herndon, VA	2026-10-30
DiNuzzo Private Wealth, Inc.	19	$3.3K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Bullock Wealth Management Group	17	$2.9K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Pflug Koory, LLC	15	$2.6K	0.0%	Core	Very Low	Omaha, NE	2026-10-26
Elevation Wealth Partners, LLC	15	$2.6K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Downshift Financial, LLC	15	$2.6K	0.0%	ETF	Low	Boulder, CO	2026-10-13
James T. Borello RIA	14	$2.5K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Center for Financial Planning, Inc.	13	$2.3K	0.0%	ETF	Low	Southfied, MI	2026-10-26
Roxbury Financial LLC	12	$2.1K	0.0%	Core	Very Low	Mount Arlington, NJ	2026-10-01
Proathlete Wealth Management LLC	11	$1.9K	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Dhjj Financial Advisors, Ltd.	11	$1.9K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Bokf, NA	11	$1.9K	0.0%	Core	Low	Tulsa, OK	2026-10-27
First Bancorp, Inc	11	$1.9K	0.0%	Value	Very Low	Damariscotta, ME	2026-10-26
Triumph Capital Management	10	$1.8K	0.0%	ETF	Medium	Denver, CO	2026-10-14
True Wealth Design, LLC	10	$1.8K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Ascentis Wealth Management, LLC	10	$1.8K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Wolff Wiese Magana LLC	10	$1.8K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Golden State Wealth Management, LLC	9	$1.6K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
MJT & Associates Financial Advisory Group, Inc.	8	$1.4K	0.0%	ETF	Low	Montevideo, MN	2026-10-07
Arlington Trust Co LLC	7	$1.2K	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
Physician Wealth Advisors, Inc.	7	$1.2K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
GF Fund Management Co. Ltd.	7	$1.2K	0.0%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Winthrop Capital Management, LLC	6	$1.1K	0.0%	ETF	Low	Carmel, IN	2026-11-05
Retirement Wealth Solutions LLC	6	$1.1K	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Silver Grove Financial Group, Inc.	6	$1.1K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Strengthening Families & Communities, LLC	5	$876	0.0%	Core	Medium	Boston, MA	2026-10-21
Nvwm, LLC	5	$876	0.0%	Growth	Medium	Yardley, PA	2026-10-14
Washington Trust Advisors, Inc.	5	$876	0.0%	Growth	Low	Wellesley, MA	2026-10-22
PayPay Securities Corp	5	$876	0.0%	Core	Medium	Tokyo, Mexico	2026-10-27
Highline Wealth Partners LLC	4	$701	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Davis Capital Management	4	$701	0.0%	Core	Low	Jacksonville, FL	2026-10-08
DecisionPoint Financial, LLC	4	$689	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Burk Holdings LLC	4	$701	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Lanark Financial, Inc.	4	$701	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Pension & Wealth Management Advisors, Inc.	3	$525	0.0%	ETF	Low	Waltham, MA	2026-10-16
Nova Financial LLC	3	$526	0.0%	N/A	N/A	Tucson, AZ	2026-11-04
Planning Strategies Inc.	3	$525	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
William Mack & Associates, Inc.	3	$526	0.0%	ETF	Low	Troy, MI	2026-10-27
WestEnd Advisors, LLC	2	$350	0.0%	ETF	Medium	Charlotte, NC	2026-10-27
American National Bank & Trust	2	$350	0.0%	Core	Very Low	Wichita Falls, TX	2026-10-07
Provenance Wealth Advisors, LLC	2	$350	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Maseco LLP	2	$350	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
Quaker Wealth Management, LLC	2	$351	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
American Capital Advisory, LLC	2	$351	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Valley National Advisers Inc	2	$351	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Buck Wealth Strategies, LLC	1	$175	0.0%	Value	Medium	Denver, CO	2026-10-28
Clark Wealth Partners	1	$176	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Mosley Wealth Management	1	$179	0.0%	ETF	High	Anaheim, CA	2026-10-16
Maryland Capital Advisors Inc.	1	$176	0.0%	ETF	Very Low	Chester, MD	2026-10-15
Valued Wealth Advisors LLC	1	$176	0.0%	Index	Very Low	Holladay, UT	2026-11-05

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Institutional Holders — Q3 2026