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Five9 Inc (FIVN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares2,589,527 from 2,222,894
Change+366,633 (+16%)
Value$88.1M (+$40.7M)
Filed 2026-11-04
Van Berkom & Associates Inc.
DECREASED
Shares2,002,547 from 3,110,100
Change-1,107,553 (-36%)
Value$68.1M (+$1.8M)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares849,351 from 517,313
Change+332,038 (+64%)
Value$28.9M (+$17.9M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares635,330 from 489,185
Change+146,145 (+30%)
Value$21.6M (+$11.2M)
Filed 2026-11-05
Gagnon Securities LLC
DECREASED
Shares566,846 from 722,698
Change-155,852 (-22%)
Value$19.3M (+$3.9M)
Filed 2026-11-05
Hiddenite Capital Partners LP
NEW
Shares210,000
Change+210,000
Value$7.1M
Filed 2026-10-29
Creative Planning
INCREASED
Shares201,322 from 170,615
Change+30,707 (+18%)
Value$6.8M (+$3.2M)
Filed 2026-11-02
Lisanti Capital Growth, LLC
INCREASED
Shares201,110 from 193,680
Change+7,430 (+4%)
Value$6.8M (+$2.7M)
Filed 2026-11-05
Imc-Chicago, LLC
DECREASED
Shares169,903 from 196,188
Change-26,285 (-13%)
Value$5.8M (+$1.6M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares147,112 from 88,044
Change+59,068 (+67%)
Value$5.0M (+$3.1M)
Filed 2026-10-15
Bastion Asset Management Inc.
DECREASED
Shares113,365 from 207,483
Change-94,118 (-45%)
Value$3.8M (-$376.4K)
Filed 2026-11-05
Convergence Investment Partners, LLC
NEW
Shares83,431
Change+83,431
Value$2.8M
Filed 2026-10-28
Inspire Investing, LLC
NEW
Shares72,048
Change+72,048
Value$2.5M
Filed 2026-10-22
OP Asset Management Ltd
DECREASED
Shares68,426 from 234,083
Change-165,657 (-71%)
Value$2.3M (-$2.7M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares64,726 from 84,222
Change-19,496 (-23%)
Value$2.2M (+$405.7K)
Filed 2026-11-02
Villanova Investment Management Co
DECREASED
Shares62,745 from 81,125
Change-18,380 (-23%)
Value$2.1M (+$404.4K)
Filed 2026-11-02
Mirador Capital Partners LP
INCREASED
Shares60,290 from 60,244
Change+46 (+0%)
Value$2.1M (+$766.1K)
Filed 2026-10-09
Fulcrum Asset Management LLP
INCREASED
Shares49,944 from 9,694
Change+40,250 (+415%)
Value$1.7M (+$1.5M)
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares47,526
Change+47,526
Value$1.6M
Filed 2026-11-05
Illinois Municipal Retirement Fund
NEW
Shares44,723
Change+44,723
Value$1.5M
Filed 2026-11-05
State of Wyoming
DECREASED
Shares43,203 from 58,199
Change-14,996 (-26%)
Value$1.5M (+$228.5K)
Filed 2026-10-28
State of New Jersey Common Pension Fund D
NEW
Shares36,312
Change+36,312
Value$1.2M
Filed 2026-11-05
Cardinal Point Capital Management ULC
DECREASED
Shares36,240 from 48,590
Change-12,350 (-25%)
Value$1.2M (+$196.6K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares33,565 from 64,632
Change-31,067 (-48%)
Value$1.1M (-$236.4K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares32,244 from 30,976
Change+1,268 (+4%)
Value$1.2M (+$432.8K)
Filed 2026-11-04
Louisiana State Employees Retirement System
NEW
Shares31,800
Change+31,800
Value$1.1M
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED
Shares29,856 from 25,358
Change+4,498 (+18%)
Value$1.0M (+$474.8K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares29,162 from 28,050
Change+1,112 (+4%)
Value$1.0M (+$312.0K)
Filed 2026-10-13
Toth Financial Advisory Corp
NEW
Shares29,040
Change+29,040
Value$987.7K
Filed 2026-10-08
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares29,038 from 36,443
Change-7,405 (-20%)
Value$987.6K (+$210.6K)
Filed 2026-10-16
Jefferies Financial Group Inc.
DECREASED
Shares26,008 from 40,408
Change-14,400 (-36%)
Value$884.5K (+$23.0K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares22,659 from 22,138
Change+521 (+2%)
Value$770.6K (+$298.7K)
Filed 2026-10-28
Arizona State Retirement System
INCREASED
Shares21,035 from 19,014
Change+2,021 (+11%)
Value$715.4K (+$310.0K)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares20,267 from 21,479
Change-1,212 (-6%)
Value$689.3K (+$231.3K)
Filed 2026-10-29
Amalgamated Bank
NEW
Shares19,421
Change+19,421
Value$661.0K
Filed 2026-10-23
Yousif Capital Management, LLC
NEW
Shares18,896
Change+18,896
Value$642.7K
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares17,606
Change+17,606
Value$598.8K
Filed 2026-11-03
Oregon Public Employees Retirement Fund
NEW
Shares16,800
Change+16,800
Value$571.4K
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares16,750 from 16,793
Change-43 (0%)
Value$569.7K (+$211.6K)
Filed 2026-10-22
New York State Teachers Retirement System
INCREASED
Shares16,680 from 7,162
Change+9,518 (+133%)
Value$567.0K (+$414.0K)
Filed 2026-10-22
Maryland State Retirement & Pension System
NEW
Shares16,497
Change+16,497
Value$561.1K
Filed 2026-11-05
State of Alaska, Department of Revenue
INCREASED
Shares16,108 from 3,554
Change+12,554 (+353%)
Value$546.0K (+$545.9K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares14,895 from 308
Change+14,587 (+4736%)
Value$506.6K (+$500.0K)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares12,647 from 11,353
Change+1,294 (+11%)
Value$430.1K (+$188.1K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares12,512 from 12,331
Change+181 (+1%)
Value$425.5K (+$162.6K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,007 from 74,139
Change-62,132 (-84%)
Value$408.0K (-$1.2M)
Filed 2026-11-02
Wolverine Asset Management LLC
DECREASED
Shares11,682 from 18,682
Change-7,000 (-37%)
Value$397.3K (-$995)
Filed 2026-11-02
Praxis Investment Management Inc
DECREASED
Shares11,439 from 12,562
Change-1,123 (-9%)
Value$389.0K (+$121.0K)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
NEW
Shares11,358
Change+11,358
Value$388.0K
Filed 2026-10-27
Swiss Life Asset Management Ltd
NEW
Shares11,208
Change+11,208
Value$381.2K
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares11,076 from 11,293
Change-217 (-2%)
Value$376.7K (+$135.9K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares10,140 from 7,503
Change+2,637 (+35%)
Value$344.9K (+$184.9K)
Filed 2026-10-26
Tactive Advisors, LLC
DECREASED
Shares9,770 from 10,865
Change-1,095 (-10%)
Value$332.3K (+$100.6K)
Filed 2026-10-08
Krilogy Financial LLC
NEW
Shares8,713
Change+8,713
Value$310.8K
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares8,617
Change+8,617
Value$293.1K
Filed 2026-10-29
Mutual of America Capital Management LLC
NEW
Shares8,527
Change+8,527
Value$290.0K
Filed 2026-10-23
Evergreen Capital Management LLC
NEW
Shares8,368
Change+8,368
Value$284.6K
Filed 2026-10-23
HB Wealth Management, LLC
NEW
Shares7,271
Change+7,271
Value$233.2K
Filed 2026-10-23
Xponance LLC
NEW
Shares7,202
Change+7,202
Value$244.9K
Filed 2026-11-03
McAdam, LLC
NEW
Shares6,988
Change+6,988
Value$237.7K
Filed 2026-10-21
Virginia Retirement Systems ET Al
DECREASED
Shares6,100 from 33,800
Change-27,700 (-82%)
Value$207.5K (-$513.2K)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares4,153 from 4,971
Change-818 (-16%)
Value$141.2K (+$35.3K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares4,019 from 3,518
Change+501 (+14%)
Value$136.7K (+$61.7K)
Filed 2026-10-08
Covestor Ltd
INCREASED
Shares3,044 from 2,400
Change+644 (+27%)
Value$104.0K (+$53.0K)
Filed 2026-10-30
Bayforest Capital Ltd
DECREASED
Shares2,647 from 8,484
Change-5,837 (-69%)
Value$90.0K (-$90.9K)
Filed 2026-11-03
Versant Capital Management, Inc
INCREASED
Shares2,470 from 2,347
Change+123 (+5%)
Value$84.0K (+$34.0K)
Filed 2026-10-02
KBC Group NV
UNCHANGED
Shares2,261 from 2,261
Change0 (0%)
Value$77.0K (+$29.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares2,197 from 2,031
Change+166 (+8%)
Value$74.7K (+$31.4K)
Filed 2026-11-04
FNY Investment Advisers, LLC
DECREASED
Shares2,000 from 8,000
Change-6,000 (-75%)
Value$68.0K (+$67.8K)
Filed 2026-10-16
Richardson Financial Services Inc.
INCREASED
Shares1,746 from 1,339
Change+407 (+30%)
Value$59.4K (+$30.8K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares1,658 from 542
Change+1,116 (+206%)
Value$56.4K (+$44.8K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares1,477 from 1,035
Change+442 (+43%)
Value$50.2K (+$28.2K)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$41.5K (+$15.5K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares1,133
Change+1,133
Value$38.5K
Filed 2026-10-21
Essential Partners LLC
INCREASED
Shares1,130 from 997
Change+133 (+13%)
Value$38.4K (+$17.2K)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$29.6K (+$11.0K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares680 from 605
Change+75 (+12%)
Value$23.1K (+$10.2K)
Filed 2026-10-27
Financial Management Professionals, Inc.
NEW
Shares633
Change+633
Value$21.5K
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares517
Change+517
Value$17.6K
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares510 from 288
Change+222 (+77%)
Value$17.3K (+$11.2K)
Filed 2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$16.7K (+$6.2K)
Filed 2026-11-05
Salomon & Ludwin, LLC
NEW
Shares434
Change+434
Value$14.8K
Filed 2026-10-29
Jnba Financial Advisors
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$13.6K (+$5.1K)
Filed 2026-11-03
True Wealth Design, LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$13.3K (+$5.0K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares363 from 293
Change+70 (+24%)
Value$12.3K (+$6.1K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares346 from 138
Change+208 (+151%)
Value$11.8K (+$8.8K)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares330 from 153
Change+177 (+116%)
Value$11.2K (+$8.0K)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares307 from 391
Change-84 (-21%)
Value$10.4K (+$2.1K)
Filed 2026-10-28
Nisa Investment Advisors, LLC
INCREASED
Shares299 from 201
Change+98 (+49%)
Value$10.2K (+$5.9K)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
NEW
Shares170
Change+170
Value$6
Filed 2026-10-22
Ascentis Wealth Management, LLC
NEW
Shares140
Change+140
Value$4.8K
Filed 2026-11-03
Marquette Asset Management, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$4.6K (+$1.7K)
Filed 2026-10-09
Parkside Financial Bank & Trust
INCREASED
Shares128 from 40
Change+88 (+220%)
Value$4.4K (+$3.5K)
Filed 2026-10-27
Bell Investment Advisors, Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$4.1K (+$1.5K)
Filed 2026-10-29
Abound Wealth Management
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$3.8K (+$1.4K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$3.6K (+$1.4K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares103 from 57
Change+46 (+81%)
Value$3.5K (+$2.3K)
Filed 2026-10-20
Main Street Group, LTD
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$3.3K (+$1.2K)
Filed 2026-10-28
TD Private Client Wealth LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$2.9K (+$1.1K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
NEW
Shares60
Change+60
Value$2.0K
Filed 2026-10-22
Larson Financial Group LLC
DECREASED
Shares50 from 57
Change-7 (-12%)
Value$1.7K (+$486)
Filed 2026-11-05
Godsey & Gibb, Inc
NEW
Shares47
Change+47
Value$1.6K
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares40
Change+40
Value$1.4K
Filed 2026-10-19
North Star Investment Management Corp.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.3K (+$469)
Filed 2026-10-27
Fortitude Family Office, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.2K (+$431)
Filed 2026-10-14
Bare Financial Services, Inc
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.1K (+$418)
Filed 2026-11-04
Contravisory Investment Management, Inc.
NEW
Shares25
Change+25
Value$850
Filed 2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1 (+$1)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$511 (+$191)
Filed 2026-10-20
Valley National Advisers Inc
NEW
Shares14
Change+14
Value$477
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares9 from 99
Change-90 (-91%)
Value$306 (-$1.8K)
Filed 2026-10-05
MV Capital Management, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$239 (+$89)
Filed 2026-10-29
Financial Consulate, Inc
NEW
Shares6
Change+6
Value$205
Filed 2026-10-23
JFS Wealth Advisors, LLC
NEW
Shares6
Change+6
Value$205
Filed 2026-11-03
Gilpin Wealth Management, LLC
NEW
Shares5
Change+5
Value$171
Filed 2026-10-09
CoreCap Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$170 (+$63)
Filed 2026-10-08
James T. Borello RIA
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$170 (+$63)
Filed 2026-10-16
Davis Capital Management
NEW
Shares4
Change+4
Value$136
Filed 2026-10-08
Activest Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$136 (+$51)
Filed 2026-10-15
Elyxium Wealth, LLC
NEW
Shares2
Change+2
Value$68
Filed 2026-10-27
Herald Investment Management Ltd
CLOSED
Shares0 from 354,500
Change-354,500 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-05
Jackson Creek Investment Advisors LLC
CLOSED
Shares0 from 22,182
Change-22,182 (-100%)
Value$0 (-$610)
Filed 2026-11-04
Leonteq Securities AG
CLOSED
Shares0 from 13,420
Change-13,420 (-100%)
Value$0 (-$286.1K)
Filed 2026-10-29
Tokio Marine Asset Management Co LTD
CLOSED
Shares0 from 1,741
Change-1,741 (-100%)
Value$0 (-$37.1K)
Filed 2026-10-26
Blue Trust, Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$533)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$116)
Filed 2026-11-02
Vanguard Portfolio Management LLC
N/A
Shares— from 7,083,605
Change-7,083,605 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,074,625
Change-7,074,625 (-100%)
Value—
Voss Capital, LPA
N/A
Shares— from 4,865,000
Change-4,865,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,140,003
Change-4,140,003 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,312,397
Change-3,312,397 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 2,499,481
Change-2,499,481 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 2,265,900
Change-2,265,900 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 2,163,451
Change-2,163,451 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,069,554
Change-2,069,554 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,865,447
Change-1,865,447 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 1,536,000
Change-1,536,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,377,873
Change-1,377,873 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,227,051
Change-1,227,051 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,149,493
Change-1,149,493 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,110,631
Change-1,110,631 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,089,516
Change-1,089,516 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,024,736
Change-1,024,736 (-100%)
Value—
Invenomic Capital Management LP
N/A
Shares— from 892,658
Change-892,658 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 867,751
Change-867,751 (-100%)
Value—
Cooper Creek Partners Management LLC
N/A
Shares— from 709,281
Change-709,281 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 684,809
Change-684,809 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 677,141
Change-677,141 (-100%)
Value—
UBS Group AG
N/A
Shares— from 676,362
Change-676,362 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 643,293
Change-643,293 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 559,424
Change-559,424 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 553,981
Change-553,981 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 520,586
Change-520,586 (-100%)
Value—
S Squared Technology, LLC
N/A
Shares— from 515,195
Change-515,195 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 505,500
Change-505,500 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 489,292
Change-489,292 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 486,517
Change-486,517 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 485,862
Change-485,862 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 476,148
Change-476,148 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 474,428
Change-474,428 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 461,200
Change-461,200 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 459,891
Change-459,891 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 445,487
Change-445,487 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 444,565
Change-444,565 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 432,758
Change-432,758 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 408,536
Change-408,536 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 374,506
Change-374,506 (-100%)
Value—
Gagnon Advisors, LLC
N/A
Shares— from 336,277
Change-336,277 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 313,767
Change-313,767 (-100%)
Value—
Towle & Co
N/A
Shares— from 304,623
Change-304,623 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 295,804
Change-295,804 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 293,312
Change-293,312 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 291,012
Change-291,012 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 288,324
Change-288,324 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 268,032
Change-268,032 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 260,085
Change-260,085 (-100%)
Value—
FMR LLC
N/A
Shares— from 252,372
Change-252,372 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 243,661
Change-243,661 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 228,440
Change-228,440 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 224,825
Change-224,825 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 216,589
Change-216,589 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 202,367
Change-202,367 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 201,081
Change-201,081 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 192,920
Change-192,920 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 190,612
Change-190,612 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 184,448
Change-184,448 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 179,351
Change-179,351 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 178,433
Change-178,433 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 175,937
Change-175,937 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 172,193
Change-172,193 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 163,904
Change-163,904 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 160,040
Change-160,040 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 160,000
Change-160,000 (-100%)
Value—
Optimus Prime Fund Management Co., Ltd.
N/A
Shares— from 154,500
Change-154,500 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 145,281
Change-145,281 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 142,000
Change-142,000 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 139,951
Change-139,951 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 139,398
Change-139,398 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 138,400
Change-138,400 (-100%)
Value—
Nierenberg Investment Management Company, LLC
N/A
Shares— from 135,810
Change-135,810 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 134,947
Change-134,947 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 132,717
Change-132,717 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 126,866
Change-126,866 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 117,256
Change-117,256 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 115,838
Change-115,838 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 112,056
Change-112,056 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 111,234
Change-111,234 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 108,418
Change-108,418 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 102,748
Change-102,748 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 99,965
Change-99,965 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 91,068
Change-91,068 (-100%)
Value—
Prospect Capital Advisors, LLC
N/A
Shares— from 89,340
Change-89,340 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 89,024
Change-89,024 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 88,221
Change-88,221 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 88,161
Change-88,161 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 80,763
Change-80,763 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A
Shares— from 74,000
Change-74,000 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 71,693
Change-71,693 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 71,300
Change-71,300 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 70,391
Change-70,391 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 69,120
Change-69,120 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 69,058
Change-69,058 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 65,395
Change-65,395 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 64,127
Change-64,127 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 60,237
Change-60,237 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 59,259
Change-59,259 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 59,099
Change-59,099 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 58,477
Change-58,477 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 57,849
Change-57,849 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 54,188
Change-54,188 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 50,500
Change-50,500 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 48,518
Change-48,518 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 48,193
Change-48,193 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 47,226
Change-47,226 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 47,203
Change-47,203 (-100%)
Value—
Varcov Co.
N/A
Shares— from 44,647
Change-44,647 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 44,593
Change-44,593 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 40,945
Change-40,945 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 38,354
Change-38,354 (-100%)
Value—
Amundi
N/A
Shares— from 37,801
Change-37,801 (-100%)
Value—
Radcliffe Capital Management, L.P.
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 37,321
Change-37,321 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 37,255
Change-37,255 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 36,895
Change-36,895 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 35,152
Change-35,152 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 32,840
Change-32,840 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 32,345
Change-32,345 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,147
Change-32,147 (-100%)
Value—
Ares Systematic Credit Ltd
N/A
Shares— from 32,101
Change-32,101 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 31,440
Change-31,440 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 31,039
Change-31,039 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 29,784
Change-29,784 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 29,643
Change-29,643 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 29,582
Change-29,582 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 28,322
Change-28,322 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,282
Change-27,282 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 27,171
Change-27,171 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 26,009
Change-26,009 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 22,710
Change-22,710 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 22,358
Change-22,358 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 22,031
Change-22,031 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 21,742
Change-21,742 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 21,253
Change-21,253 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 21,059
Change-21,059 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,768
Change-20,768 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 19,887
Change-19,887 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 19,398
Change-19,398 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 19,012
Change-19,012 (-100%)
Value—
Barclays PLC
N/A
Shares— from 18,783
Change-18,783 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 18,581
Change-18,581 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 17,477
Change-17,477 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 17,034
Change-17,034 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 15,862
Change-15,862 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 14,741
Change-14,741 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 12,270
Change-12,270 (-100%)
Value—
Man Group plc
N/A
Shares— from 11,853
Change-11,853 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,623
Change-11,623 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 10,010
Change-10,010 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 900
Change-900 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 452
Change-452 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 301
Change-301 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 284
Change-284 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Quarry LP
N/A
Shares— from 194
Change-194 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 179
Change-179 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 120
Change-120 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6
Change-6 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2
Change-2 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED2,589,5272,222,894+366,633+16%$47.4M$88.1M+$40.7M2026-11-04
Van Berkom & Associates Inc.
DECREASED2,002,5473,110,100-1,107,553-36%$66.3M$68.1M+$1.8M2026-11-04
Principal Financial Group Inc
INCREASED849,351517,313+332,038+64%$11.0M$28.9M+$17.9M2026-11-02
Bank of New York Mellon Corp
INCREASED635,330489,185+146,145+30%$10.4M$21.6M+$11.2M2026-11-05
Gagnon Securities LLC
DECREASED566,846722,698-155,852-22%$15.4M$19.3M+$3.9M2026-11-05
Hiddenite Capital Partners LP
NEW210,000—+210,000——$7.1M—2026-10-29
Creative Planning
INCREASED201,322170,615+30,707+18%$3.6M$6.8M+$3.2M2026-11-02
Lisanti Capital Growth, LLC
INCREASED201,110193,680+7,430+4%$4.1M$6.8M+$2.7M2026-11-05
Imc-Chicago, LLC
DECREASED169,903196,188-26,285-13%$4.2M$5.8M+$1.6M2026-11-05
Assenagon Asset Management S.A.
INCREASED147,11288,044+59,068+67%$1.9M$5.0M+$3.1M2026-10-15
Bastion Asset Management Inc.
DECREASED113,365207,483-94,118-45%$4.2M$3.8M-$376.4K2026-11-05
Convergence Investment Partners, LLC
NEW83,431—+83,431——$2.8M—2026-10-28
Inspire Investing, LLC
NEW72,048—+72,048——$2.5M—2026-10-22
OP Asset Management Ltd
DECREASED68,426234,083-165,657-71%$5.0M$2.3M-$2.7M2026-11-05
MacKenzie Financial Corp
DECREASED64,72684,222-19,496-23%$1.8M$2.2M+$405.7K2026-11-02
Villanova Investment Management Co
DECREASED62,74581,125-18,380-23%$1.7M$2.1M+$404.4K2026-11-02
Mirador Capital Partners LP
INCREASED60,29060,244+46+0%$1.3M$2.1M+$766.1K2026-10-09
Fulcrum Asset Management LLP
INCREASED49,9449,694+40,250+415%$206.5K$1.7M+$1.5M2026-11-04
Thrivent Financial for Lutherans
NEW47,526—+47,526——$1.6M—2026-11-05
Illinois Municipal Retirement Fund
NEW44,723—+44,723——$1.5M—2026-11-05
State of Wyoming
DECREASED43,20358,199-14,996-26%$1.2M$1.5M+$228.5K2026-10-28
State of New Jersey Common Pension Fund D
NEW36,312—+36,312——$1.2M—2026-11-05
Cardinal Point Capital Management ULC
DECREASED36,24048,590-12,350-25%$1.0M$1.2M+$196.6K2026-10-21
Citigroup Inc
DECREASED33,56564,632-31,067-48%$1.4M$1.1M-$236.4K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED32,24430,976+1,268+4%$719.9K$1.2M+$432.8K2026-11-04
Louisiana State Employees Retirement System
NEW31,800—+31,800——$1.1M—2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED29,85625,358+4,498+18%$540.6K$1.0M+$474.8K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED29,16228,050+1,112+4%$713.0K$1.0M+$312.0K2026-10-13
Toth Financial Advisory Corp
NEW29,040—+29,040——$987.7K—2026-10-08
Y-Intercept (Hong Kong) Ltd
DECREASED29,03836,443-7,405-20%$777.0K$987.6K+$210.6K2026-10-16
Jefferies Financial Group Inc.
DECREASED26,00840,408-14,400-36%$861.5K$884.5K+$23.0K2026-11-05
Choreo, LLC
INCREASED22,65922,138+521+2%$472.0K$770.6K+$298.7K2026-10-28
Arizona State Retirement System
INCREASED21,03519,014+2,021+11%$405.4K$715.4K+$310.0K2026-11-03
ProShare Advisors LLC
DECREASED20,26721,479-1,212-6%$457.9K$689.3K+$231.3K2026-10-29
Amalgamated Bank
NEW19,421—+19,421——$661.0K—2026-10-23
Yousif Capital Management, LLC
NEW18,896—+18,896——$642.7K—2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW17,606—+17,606——$598.8K—2026-11-03
Oregon Public Employees Retirement Fund
NEW16,800—+16,800——$571.4K—2026-10-30
Sterling Capital Management LLC
DECREASED16,75016,793-430%$358.0K$569.7K+$211.6K2026-10-22
New York State Teachers Retirement System
INCREASED16,6807,162+9,518+133%$153.0K$567.0K+$414.0K2026-10-22
Maryland State Retirement & Pension System
NEW16,497—+16,497——$561.1K—2026-11-05
State of Alaska, Department of Revenue
INCREASED16,1083,554+12,554+353%$75$546.0K+$545.9K2026-10-15
Fifth Third Bancorp
INCREASED14,895308+14,587+4736%$6.6K$506.6K+$500.0K2026-11-05
Pictet Asset Management Holding SA
INCREASED12,64711,353+1,294+11%$242.0K$430.1K+$188.1K2026-11-03
Brighton Jones LLC
INCREASED12,51212,331+181+1%$262.9K$425.5K+$162.6K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED12,00774,139-62,132-84%$1.6M$408.0K-$1.2M2026-11-02
Wolverine Asset Management LLC
DECREASED11,68218,682-7,000-37%$398.3K$397.3K-$9952026-11-02
Praxis Investment Management Inc
DECREASED11,43912,562-1,123-9%$268.0K$389.0K+$121.0K2026-11-03
DekaBank Deutsche Girozentrale
NEW11,358—+11,358——$388.0K—2026-10-27
Swiss Life Asset Management Ltd
NEW11,208—+11,208——$381.2K—2026-11-03
Citizens Financial Group Inc
DECREASED11,07611,293-217-2%$240.8K$376.7K+$135.9K2026-10-23
Lanark Financial, Inc.
INCREASED10,1407,503+2,637+35%$160.0K$344.9K+$184.9K2026-10-26
Tactive Advisors, LLC
DECREASED9,77010,865-1,095-10%$231.6K$332.3K+$100.6K2026-10-08
Krilogy Financial LLC
NEW8,713—+8,713——$310.8K—2026-10-13
Vise Technologies, Inc.
NEW8,617—+8,617——$293.1K—2026-10-29
Mutual of America Capital Management LLC
NEW8,527—+8,527——$290.0K—2026-10-23
Evergreen Capital Management LLC
NEW8,368—+8,368——$284.6K—2026-10-23
HB Wealth Management, LLC
NEW7,271—+7,271——$233.2K—2026-10-23
Xponance LLC
NEW7,202—+7,202——$244.9K—2026-11-03
McAdam, LLC
NEW6,988—+6,988——$237.7K—2026-10-21
Virginia Retirement Systems ET Al
DECREASED6,10033,800-27,700-82%$720.6K$207.5K-$513.2K2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED4,1534,971-818-16%$106.0K$141.2K+$35.3K2026-11-03
Farther Finance Advisors, LLC
INCREASED4,0193,518+501+14%$75.0K$136.7K+$61.7K2026-10-08
Covestor Ltd
INCREASED3,0442,400+644+27%$51.0K$104.0K+$53.0K2026-10-30
Bayforest Capital Ltd
DECREASED2,6478,484-5,837-69%$180.9K$90.0K-$90.9K2026-11-03
Versant Capital Management, Inc
INCREASED2,4702,347+123+5%$50.0K$84.0K+$34.0K2026-10-02
KBC Group NV
UNCHANGED2,2612,26100%$48.0K$77.0K+$29.0K2026-10-22
EverSource Wealth Advisors, LLC
INCREASED2,1972,031+166+8%$43.3K$74.7K+$31.4K2026-11-04
FNY Investment Advisers, LLC
DECREASED2,0008,000-6,000-75%$170$68.0K+$67.8K2026-10-16
Richardson Financial Services Inc.
INCREASED1,7461,339+407+30%$28.5K$59.4K+$30.8K2026-10-30
Assetmark, Inc
INCREASED1,658542+1,116+206%$11.6K$56.4K+$44.8K2026-10-21
Gamma Investing LLC
INCREASED1,4771,035+442+43%$22.1K$50.2K+$28.2K2026-10-08
Parallel Advisors, LLC
UNCHANGED1,2191,21900%$26.0K$41.5K+$15.5K2026-11-03
Root Financial Partners, LLC
NEW1,133—+1,133——$38.5K—2026-10-21
Essential Partners LLC
INCREASED1,130997+133+13%$21.3K$38.4K+$17.2K2026-10-14
IFP Advisors, Inc
UNCHANGED86986900%$18.5K$29.6K+$11.0K2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED680605+75+12%$12.9K$23.1K+$10.2K2026-10-27
Financial Management Professionals, Inc.
NEW633—+633——$21.5K—2026-10-23
Provenance Wealth Advisors, LLC
NEW517—+517——$17.6K—2026-10-30
SJS Investment Consulting Inc.
INCREASED510288+222+77%$6.1K$17.3K+$11.2K2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED49149100%$10.5K$16.7K+$6.2K2026-11-05
Salomon & Ludwin, LLC
NEW434—+434——$14.8K—2026-10-29
Jnba Financial Advisors
UNCHANGED40040000%$8.5K$13.6K+$5.1K2026-11-03
True Wealth Design, LLC
UNCHANGED39139100%$8.3K$13.3K+$5.0K2026-10-13
US Bancorp \de\
INCREASED363293+70+24%$6.2K$12.3K+$6.1K2026-11-05
Signaturefd, LLC
INCREASED346138+208+151%$2.9K$11.8K+$8.8K2026-10-23
SBI Securities Co., Ltd.
INCREASED330153+177+116%$3.3K$11.2K+$8.0K2026-10-22
Cullen T Bankers, Inc.
DECREASED307391-84-21%$8.3K$10.4K+$2.1K2026-10-28
Nisa Investment Advisors, LLC
INCREASED299201+98+49%$4.3K$10.2K+$5.9K2026-10-20
Harbor Capital Advisors, Inc.
NEW170—+170——$6—2026-10-22
Ascentis Wealth Management, LLC
NEW140—+140——$4.8K—2026-11-03
Marquette Asset Management, LLC
UNCHANGED13613600%$2.9K$4.6K+$1.7K2026-10-09
Parkside Financial Bank & Trust
INCREASED12840+88+220%$854$4.4K+$3.5K2026-10-27
Bell Investment Advisors, Inc
UNCHANGED12012000%$2.6K$4.1K+$1.5K2026-10-29
Abound Wealth Management
UNCHANGED11311300%$2.4K$3.8K+$1.4K2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED10710700%$2.3K$3.6K+$1.4K2026-10-16
Physician Wealth Advisors, Inc.
INCREASED10357+46+81%$1.2K$3.5K+$2.3K2026-10-20
Main Street Group, LTD
UNCHANGED979700%$2.1K$3.3K+$1.2K2026-10-28
TD Private Client Wealth LLC
UNCHANGED848400%$1.8K$2.9K+$1.1K2026-10-28
Farmers & Merchants Investments Inc
NEW60—+60——$2.0K—2026-10-22
Larson Financial Group LLC
DECREASED5057-7-12%$1.2K$1.7K+$4862026-11-05
Godsey & Gibb, Inc
NEW47—+47——$1.6K—2026-10-14
UMB Private Wealth Management, LLC
NEW40—+40——$1.4K—2026-10-19
North Star Investment Management Corp.
UNCHANGED373700%$789$1.3K+$4692026-10-27
Fortitude Family Office, LLC
UNCHANGED343400%$725$1.2K+$4312026-10-14
Bare Financial Services, Inc
UNCHANGED333300%$704$1.1K+$4182026-11-04
Contravisory Investment Management, Inc.
NEW25—+25——$850—2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED232300%$0$1+$12026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED151500%$320$511+$1912026-10-20
Valley National Advisers Inc
NEW14—+14——$477—2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED999-90-91%$2.1K$306-$1.8K2026-10-05
MV Capital Management, Inc.
UNCHANGED7700%$150$239+$892026-10-29
Financial Consulate, Inc
NEW6—+6——$205—2026-10-23
JFS Wealth Advisors, LLC
NEW6—+6——$205—2026-11-03
Gilpin Wealth Management, LLC
NEW5—+5——$171—2026-10-09
CoreCap Advisors, LLC
UNCHANGED5500%$107$170+$632026-10-08
James T. Borello RIA
UNCHANGED5500%$107$170+$632026-10-16
Davis Capital Management
NEW4—+4——$136—2026-10-08
Activest Wealth Management
UNCHANGED4400%$85$136+$512026-10-15
Elyxium Wealth, LLC
NEW2—+2——$68—2026-10-27
Herald Investment Management Ltd
CLOSED0354,500-354,500-100%$7.6M$0-$7.6M2026-10-05
Jackson Creek Investment Advisors LLC
CLOSED022,182-22,182-100%$610$0-$6102026-11-04
Leonteq Securities AG
CLOSED013,420-13,420-100%$286.1K$0-$286.1K2026-10-29
Tokio Marine Asset Management Co LTD
CLOSED01,741-1,741-100%$37.1K$0-$37.1K2026-10-26
Blue Trust, Inc.
CLOSED025-25-100%$533$0-$5332026-10-15
International Assets Investment Management, LLC
CLOSED05-5-100%$116$0-$1162026-11-02
Vanguard Portfolio Management LLC
N/A—7,083,605-7,083,605-100%$151.0M———
BlackRock, Inc.
N/A—7,074,625-7,074,625-100%$150.8M———
Voss Capital, LPA
N/A—4,865,000-4,865,000-100%$103.7M———
Ameriprise Financial Inc
N/A—4,140,003-4,140,003-100%$88.3M———
Vanguard Capital Management LLC
N/A—3,312,397-3,312,397-100%$70.6M———
Anson Funds Management LPA
N/A—2,499,481-2,499,481-100%$53.3M———
Driehaus Capital Management LLC
N/A—2,265,900-2,265,900-100%$48.3M———
Geode Capital Management, LLC
N/A—2,163,451-2,163,451-100%$46.1M———
State Street Corp
N/A—2,069,554-2,069,554-100%$44.1M———
First Trust Advisors LP
N/A—1,865,447-1,865,447-100%$39.8M———
Armistice Capital, LLC
N/A—1,536,000-1,536,000-100%$32.7M———
Bank of America Corp
N/A—1,377,873-1,377,873-100%$29.4M———
AQR Capital Management LLC
N/A—1,227,051-1,227,051-100%$25.7M———
Susquehanna International Group, LLP
N/A—1,149,493-1,149,493-100%$24.5M———
Point72 Asset Management, L.P.
N/A—1,110,631-1,110,631-100%$23.7M———
Morgan Stanley
N/A—1,089,516-1,089,516-100%$23.2M———
Goldman Sachs Group Inc
N/A—1,024,736-1,024,736-100%$21.8M———
Invenomic Capital Management LP
N/A—892,658-892,658-100%$19.0M———
Northern Trust Corp
N/A—867,751-867,751-100%$18.5M———
Cooper Creek Partners Management LLC
N/A—709,281-709,281-100%$15.1M———
Walleye Trading LLC
N/A—684,809-684,809-100%$14.6M———
Algert Global LLC
N/A—677,141-677,141-100%$14.4M———
UBS Group AG
N/A—676,362-676,362-100%$14.4M———
Charles Schwab Investment Management Inc
N/A—643,293-643,293-100%$13.7M———
Glenmede Trust Co NA
N/A—559,424-559,424-100%$11.9M———
Clark Capital Management Group, Inc.
N/A—553,981-553,981-100%$11.8M———
Citadel Advisors LLC
N/A—520,586-520,586-100%$11.1M———
S Squared Technology, LLC
N/A—515,195-515,195-100%$11.0M———
Vanguard Fiduciary Trust Co
N/A—505,500-505,500-100%$10.8M———
Deutsche Bank Ag\
N/A—489,292-489,292-100%$10.4M———
Public Sector Pension Investment Board
N/A—486,517-486,517-100%$10.4M———
Royce & Associates LP
N/A—485,862-485,862-100%$10.4M———
Acadian Asset Management LLC
N/A—476,148-476,148-100%$10.1M———
Cerity Partners LLC
N/A—474,428-474,428-100%$10.1M———
P.A.W. Capital Corp
N/A—461,200-461,200-100%$9.8M———
JPMorgan Chase & Co
N/A—459,891-459,891-100%$9.9M———
Two Sigma Investments, LP
N/A—445,487-445,487-100%$9.5M———
Royal Bank of Canada
N/A—444,565-444,565-100%$9.5M———
Balyasny Asset Management L.P.
N/A—432,758-432,758-100%$9.2M———
Arrowstreet Capital, Limited Partnership
N/A—408,536-408,536-100%$8.7M———
Squarepoint Ops LLC
N/A—374,506-374,506-100%$8.0M———
Gagnon Advisors, LLC
N/A—336,277-336,277-100%$7.2M———
Allianz Asset Management GmbH
N/A—313,767-313,767-100%$6.7M———
Towle & Co
N/A—304,623-304,623-100%$6.5M———
Pacer Advisors, Inc.
N/A—295,804-295,804-100%$6.3M———
BNP Paribas Financial Markets
N/A—293,312-293,312-100%$6.3M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—291,012-291,012-100%$6.2M———
Dana Investment Advisors, Inc.
N/A—288,324-288,324-100%$6.1M———
Alliancebernstein L.P.
N/A—268,032-268,032-100%$4.1M———
Millennium Management LLC
N/A—260,085-260,085-100%$5.5M———
FMR LLC
N/A—252,372-252,372-100%$5.4M———
Russell Investments Group, Ltd.
N/A—243,661-243,661-100%$5.2M———
Jupiter Asset Management LTD
N/A—228,440-228,440-100%$4.9M———
Empowered Funds, LLC
N/A—224,825-224,825-100%$4.8M———
Massachusetts Financial Services Co
N/A—216,589-216,589-100%$4.6M———
Canada Life Assurance Co
N/A—202,367-202,367-100%$4.3M———
Susquehanna Fundamental Investments, LLC
N/A—201,081-201,081-100%$4.3M———
Quantinno Capital Management LP
N/A—192,920-192,920-100%$4.1M———
UBS Asset Management Americas LLC
N/A—190,612-190,612-100%$4.1M———
Nomura Asset Management International Inc.
N/A—184,448-184,448-100%$3.9M———
Invesco Ltd.
N/A—179,351-179,351-100%$3.8M———
Capital Fund Management S.A.
N/A—178,433-178,433-100%$3.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—175,937-175,937-100%$3.8M———
Nuveen, LLC
N/A—172,193-172,193-100%$3.7M———
Nordea Investment Management AB
N/A—163,904-163,904-100%$3.4M———
Trexquant Investment LP
N/A—160,040-160,040-100%$3.4M———
Oddo BHF Asset Management SAS
N/A—160,000-160,000-100%$3.4M———
Optimus Prime Fund Management Co., Ltd.
N/A—154,500-154,500-100%$3.3M———
Vanguard Global Advisers, LLC
N/A—145,281-145,281-100%$3.1M———
Credit Agricole S A
N/A—142,000-142,000-100%$3.0M———
Victory Capital Management Inc
N/A—139,951-139,951-100%$3.0M———
LPL Financial LLC
N/A—139,398-139,398-100%$3.0M———
Swiss National Bank
N/A—138,400-138,400-100%$3.0M———
Nierenberg Investment Management Company, LLC
N/A—135,810-135,810-100%$2.9M———
Segall Bryant & Hamill, LLC
N/A—134,947-134,947-100%$2.9M———
SEI Investments Co
N/A—132,717-132,717-100%$2.8M———
Marshall Wace, LLP
N/A—126,866-126,866-100%$2.7M———
Polen Capital Management LLC
N/A—117,256-117,256-100%$2.5M———
Atom Investors LP
N/A—115,838-115,838-100%$2.5M———
Gotham Asset Management, LLC
N/A—112,056-112,056-100%$2.4M———
Group One Trading LLC
N/A—111,234-111,234-100%$2.4M———
Price T Rowe Associates Inc
N/A—108,418-108,418-100%$2.3M———
Rhumbline Advisers
N/A—102,748-102,748-100%$2.2M———
ABS Investment Management LLC
N/A—100,000-100,000-100%$2.1M———
Raymond James Financial Inc
N/A—99,965-99,965-100%$2.1M———
American Century Companies Inc
N/A—91,068-91,068-100%$1.9M———
Prospect Capital Advisors, LLC
N/A—89,340-89,340-100%$1.9M———
Dark Forest Capital Management LP
N/A—89,024-89,024-100%$1.9M———
Franklin Resources Inc
N/A—88,221-88,221-100%$1.9M———
California State Teachers Retirement System
N/A—88,161-88,161-100%$1.9M———
Mariner, LLC
N/A—80,763-80,763-100%$1.7M———
Rock Creek Group LLC
N/A—75,000-75,000-100%$1.6M———
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A—74,000-74,000-100%$1.6M———
Quinn Opportunity Partners LLC
N/A—71,693-71,693-100%$1.5M———
LSV Asset Management
N/A—71,300-71,300-100%$1.5M———
Wells Fargo & Company
N/A—70,391-70,391-100%$1.5M———
Legato Capital Management LLC
N/A—69,120-69,120-100%$1.5M———
D. E. Shaw & Co., Inc.
N/A—69,058-69,058-100%$1.5M———
Caption Management, LLC
N/A—65,395-65,395-100%$1.4M———
Aurora Investment Counsel
N/A—64,127-64,127-100%$1.4M———
Zacks Investment Management
N/A—60,237-60,237-100%$1.3M———
Legal & General Group Plc
N/A—59,259-59,259-100%$1.3M———
Mutual Advisors, LLC
N/A—59,099-59,099-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—58,477-58,477-100%$1.2M———
Vanguard Asset Management, Ltd
N/A—57,849-57,849-100%$1.2M———
Mercer Global Advisors Inc
N/A—54,188-54,188-100%$1.2M———
CastleKnight Management LP
N/A—50,500-50,500-100%$1.1M———
Vestcor Inc
N/A—50,000-50,000-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—48,518-48,518-100%$1.0M———
Envestnet Asset Management Inc
N/A—48,193-48,193-100%$1.0M———
XTX Topco Ltd
N/A—47,226-47,226-100%$1.0M———
Bank of Montreal
N/A—47,203-47,203-100%$1.0M———
Varcov Co.
N/A—44,647-44,647-100%$951.9K———
MetLife Investment Management, LLC
N/A—44,593-44,593-100%$950.7K———
Prudential Financial Inc
N/A—40,945-40,945-100%$872.9K———
Manufacturers Life Insurance Company, the
N/A—38,354-38,354-100%$817.7K———
Amundi
N/A—37,801-37,801-100%$805.9K———
Radcliffe Capital Management, L.P.
N/A—37,500-37,500-100%$799.5K———
Guggenheim Capital LLC
N/A—37,321-37,321-100%$795.7K———
SG Americas Securities, LLC
N/A—37,255-37,255-100%$794.0K———
Brevan Howard Capital Management LP
N/A—36,895-36,895-100%$786.6K———
Campbell & Co Investment Adviser LLC
N/A—35,152-35,152-100%$749.4K———
Freestone Grove Partners LP
N/A—32,840-32,840-100%$700.1K———
Qube Research & Technologies Ltd
N/A—32,345-32,345-100%$689.6K———
Cetera Investment Advisers
N/A—32,147-32,147-100%$685.4K———
Ares Systematic Credit Ltd
N/A—32,101-32,101-100%$684.4K———
Jupiter Topco LLC
N/A—31,440-31,440-100%$670.1K———
Vinva Investment Management Ltd
N/A—31,039-31,039-100%$960.9K———
Lazard Asset Management LLC
N/A—29,784-29,784-100%$635.0K———
Verition Fund Management LLC
N/A—29,643-29,643-100%$632.0K———
Martingale Asset Management L P
N/A—29,582-29,582-100%$630.7K———
New York State Common Retirement Fund
N/A—29,000-29,000-100%$618.3K———
Canada Pension Plan Investment Board
N/A—28,800-28,800-100%$614.0K———
State of Wisconsin Investment Board
N/A—28,322-28,322-100%$603.8K———
Arax Advisory Partners
N/A—27,282-27,282-100%$581.7K———
Watershed Asset Management, L.L.C.
N/A—27,171-27,171-100%$579.3K———
EntryPoint Capital, LLC
N/A—26,009-26,009-100%$554.5K———
Engineers Gate Manager LP
N/A—22,710-22,710-100%$484.2K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—22,358-22,358-100%$476.7K———
Police & Firemen's Retirement System of New Jersey
N/A—22,031-22,031-100%$469.7K———
Captrust Financial Advisors
N/A—21,742-21,742-100%$463.5K———
Summit Trail Advisors, LLC
N/A—21,253-21,253-100%$453.1K———
Teacher Retirement System of Texas
N/A—21,059-21,059-100%$449.0K———
MML Investors Services, LLC
N/A—20,768-20,768-100%$442.8K———
State Board of Administration of Florida Retirement System
N/A—19,887-19,887-100%$424.0K———
Mirabella Financial Services LLP
N/A—19,398-19,398-100%$413.6K———
Phoenix Financial Ltd.
N/A—19,012-19,012-100%$404.1K———
Barclays PLC
N/A—18,783-18,783-100%$400.5K———
FOX RUN Management, L.L.C.
N/A—18,581-18,581-100%$396.1K———
Graham Capital Management, L.P.
N/A—17,477-17,477-100%$372.6K———
Intech Investment Management LLC
N/A—17,034-17,034-100%$363.2K———
Vanguard Investments Australia, Ltd.
N/A—15,862-15,862-100%$338.2K———
SkyView Investment Advisors, LLC
N/A—15,000-15,000-100%$320.0K———
KLP Kapitalforvaltning AS
N/A—14,800-14,800-100%$315.5K———
Voya Investment Management LLC
N/A—14,741-14,741-100%$314.3K———
Merit Financial Group, LLC
N/A—12,270-12,270-100%$261.6K———
Man Group plc
N/A—11,853-11,853-100%$252.7K———
EP Wealth Advisors, LLC
N/A—11,623-11,623-100%$247.8K———
Lighthouse Investment Partners, LLC
N/A—10,010-10,010-100%$213.4K———
Globeflex Capital L P
N/A—9,314-9,314-100%$198.6K———
Public Employees Retirement Association of Colorado
N/A—8,180-8,180-100%$174.0K———
Jones Financial Companies Lllp
N/A—7,542-7,542-100%$160.8K———
Ameritas Investment Partners, Inc.
N/A—6,950-6,950-100%$148.2K———
Ensign Peak Advisors, Inc
N/A—6,785-6,785-100%$144.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—5,298-5,298-100%$113.0K———
Allworth Financial LP
N/A—4,811-4,811-100%$102.6K———
Toronto Dominion Bank
N/A—4,000-4,000-100%$85.0K———
Federated Hermes, Inc.
N/A—3,087-3,087-100%$65.8K———
NewEdge Advisors, LLC
N/A—2,894-2,894-100%$61.7K———
Osaic Holdings, Inc.
N/A—2,771-2,771-100%$59.1K———
National Bank of Canada
N/A—2,530-2,530-100%$53.9K———
C M Bidwell & Associates LTD
N/A—2,307-2,307-100%$49.2K———
Tower Research Capital LLC (TRC)
N/A—2,166-2,166-100%$46.2K———
Global Retirement Partners, LLC
N/A—2,110-2,110-100%$45.0K———
PNC Financial Services Group, Inc.
N/A—2,035-2,035-100%$43.4K———
Nykredit A/S
N/A—1,846-1,846-100%$39.4K———
Steward Partners Investment Advisory, LLC
N/A—1,334-1,334-100%$28.4K———
BNP Paribas Asset Management Holding S.A.
N/A—1,298-1,298-100%$27.7K———
Banque Transatlantique SA
N/A—900-900-100%$17.5K———
Rothschild Investment LLC
N/A—573-573-100%$12.2K———
WealthCollab, LLC
N/A—537-537-100%$11.4K———
LRI Investments, LLC
N/A—529-529-100%$11.3K———
Rockefeller Capital Management L.P.
N/A—452-452-100%$9.6K———
Continuum Advisory, LLC
N/A—323-323-100%$6.9K———
LOS Angeles Capital Management LLC
N/A—321-321-100%$6.8K———
Northwestern Mutual Wealth Management Co
N/A—301-301-100%$6.4K———
Federation des caisses Desjardins du Quebec
N/A—284-284-100%$6.1K———
Barrow Hanley Mewhinney & Strauss LLC
N/A—256-256-100%$5.5K———
Quarry LP
N/A—194-194-100%$4.1K———
UMB Bank, n.a.
N/A—179-179-100%$3.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—120-120-100%$2.6K———
Geneos Wealth Management Inc.
N/A—100-100-100%$2.1K———
Transamerica Financial Advisors, LLC
N/A—98-98-100%$2.1K———
Clearstead Advisors, LLC
N/A—94-94-100%$2.0K———
Swan Capital LLC
N/A—22-22-100%$469———
Harbour Investments, Inc.
N/A—20-20-100%$432———
Raffa Wealth Management, LLC
N/A—17-17-100%$362———
JPL Wealth Management, LLC
N/A—14-14-100%$299———
Ross\johnson & Associates LLC
N/A—6-6-100%$128———
Huntington National Bank
N/A—6-6-100%$128———
Smartleaf Asset Management LLC
N/A—2-2-100%$52———
Elequin Capital, LP
N/A—2-2-100%$43———
PlanVest Financial, Inc
N/A—2-2-100%$43———
Altshuler Shaham Ltd
N/A—1-1-100%$21———
Showing 330 of 330 institutions