Forestar Group Inc (FOR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares2,888,575 from 2,861,811

Change+26,764 (+1%)

Value$74.4M (-$16.2M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares541,047 from 549,468

Change-8,421 (-2%)

Value$13.9M (-$3.5M)

Filed 2026-11-06

Swedbank AB

DECREASED

Shares405,000 from 450,000

Change-45,000 (-10%)

Value$10.4M (-$3.8M)

Filed 2026-10-27

Harel Insurance Investments & Financial Services Ltd.

INCREASED

Shares285,000 from 231,000

Change+54,000 (+23%)

Value$7.3M (+$28.0K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares228,426 from 227,944

Change+482 (+0%)

Value$5.9M (-$1.3M)

Filed 2026-11-05

Moody Aldrich Partners LLC

INCREASED

Shares168,993 from 117,361

Change+51,632 (+44%)

Value$4.4M (+$637.1K)

Filed 2026-10-27

Creative Planning

DECREASED

Shares107,122 from 113,377

Change-6,255 (-6%)

Value$2.8M (-$830.0K)

Filed 2026-11-02

Deutsche Bank Ag\

DECREASED

Shares100,267 from 100,857

Change-590 (-1%)

Value$2.6M (-$610.3K)

Filed 2026-11-06

Hussman Strategic Advisors, Inc.

INCREASED

Shares73,500 from 52,500

Change+21,000 (+40%)

Value$1.9M (+$231.0K)

Filed 2026-11-02

SEB Asset Management AB

UNCHANGED

Shares67,100 from 67,100

Change0 (0%)

Value$1.7M (-$395.9K)

Filed 2026-11-04

Russell Investments Group, Ltd.

DECREASED

Shares66,432 from 67,547

Change-1,115 (-2%)

Value$1.7M (-$427.2K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares49,061 from 39,275

Change+9,786 (+25%)

Value$1.3M (+$20.3K)

Filed 2026-10-16

Principal Financial Group Inc

INCREASED

Shares37,426 from 29,555

Change+7,871 (+27%)

Value$963.7K (+$28.3K)

Filed 2026-11-02

Savant Capital, LLC

NEW

Shares28,556

Change+28,556

Value$735.3K

Filed 2026-11-06

LEE Danner & Bass Inc

UNCHANGED

Shares26,745 from 26,745

Change0 (0%)

Value$688.7K (-$157.8K)

Filed 2026-10-27

Total Wealth Planning & Management, Inc.

DECREASED

Shares26,310 from 26,953

Change-643 (-2%)

Value$677.5K (-$175.6K)

Filed 2026-10-23

R Squared Ltd

INCREASED

Shares21,563 from 11,663

Change+9,900 (+85%)

Value$555.2K (+$186.1K)

Filed 2026-11-06

MQS Management LLC

NEW

Shares17,299

Change+17,299

Value$445.4K

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,420 from 12,811

Change+2,609 (+20%)

Value$399.5K (+$8.7K)

Filed 2026-10-13

Vise Technologies, Inc.

NEW

Shares13,513

Change+13,513

Value$348.0K

Filed 2026-10-29

Sterling Capital Management LLC

INCREASED

Shares10,910 from 9,996

Change+914 (+9%)

Value$280.9K (-$35.4K)

Filed 2026-10-22

Barclays PLC

INCREASED

Shares9,895 from 5,173

Change+4,722 (+91%)

Value$254.8K (+$91.1K)

Filed 2026-11-06

KTF Investments, LLC

DECREASED

Shares9,000 from 13,000

Change-4,000 (-31%)

Value$231.8K (-$179.7K)

Filed 2026-10-23

LPL Financial LLC

DECREASED

Shares8,314 from 8,611

Change-297 (-3%)

Value$214.1K (-$58.5K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares8,301 from 15,543

Change-7,242 (-47%)

Value$213.8K (-$278.2K)

Filed 2026-11-04

US Bancorp \de\

INCREASED

Shares6,601 from 5,480

Change+1,121 (+20%)

Value$170.0K (-$3.5K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares5,400 from 3,900

Change+1,500 (+38%)

Value$139.1K (+$15.6K)

Filed 2026-10-30

Parallel Advisors, LLC

UNCHANGED

Shares3,655 from 3,655

Change0 (0%)

Value$94.1K (-$21.6K)

Filed 2026-11-03

Signaturefd, LLC

INCREASED

Shares3,540 from 3,007

Change+533 (+18%)

Value$91.2K (-$4.0K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

INCREASED

Shares3,424 from 1,850

Change+1,574 (+85%)

Value$88.2K (+$29.6K)

Filed 2026-10-20

Versant Capital Management, Inc

UNCHANGED

Shares2,727 from 2,727

Change0 (0%)

Value$70.2K (-$16.1K)

Filed 2026-10-02

State of Alaska, Department of Revenue

DECREASED

Shares2,377 from 2,918

Change-541 (-19%)

Value$61.0K (-$31.0K)

Filed 2026-10-15

New York State Teachers Retirement System

UNCHANGED

Shares1,788 from 1,788

Change0 (0%)

Value$46.0K (-$11.0K)

Filed 2026-10-22

Staley Capital Advisers Inc

UNCHANGED

Shares1,750 from 1,750

Change0 (0%)

Value$239.1K (-$45.9K)

Filed 2026-11-06

Allworth Financial LP

INCREASED

Shares1,035 from 1,027

Change+8 (+1%)

Value$32.8K (+$253)

Filed 2026-11-06

First Horizon Corp

INCREASED

Shares961 from 719

Change+242 (+34%)

Value$24.7K (+$2.0K)

Filed 2026-10-26

IFP Advisors, Inc

INCREASED

Shares789 from 269

Change+520 (+193%)

Value$20.3K (+$11.8K)

Filed 2026-10-16

True Wealth Design, LLC

DECREASED

Shares585 from 610

Change-25 (-4%)

Value$15.1K (-$4.2K)

Filed 2026-10-13

Larson Financial Group LLC

INCREASED

Shares522 from 31

Change+491 (+1584%)

Value$13.4K (+$12.5K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares496 from 487

Change+9 (+2%)

Value$12.8K (-$2.6K)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

NEW

Shares441

Change+441

Value$11

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares409 from 205

Change+204 (+100%)

Value$10.5K (+$4.0K)

Filed 2026-10-26

Covestor Ltd

DECREASED

Shares388 from 403

Change-15 (-4%)

Value$10.0K (+$10.0K)

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares356 from 356

Change0 (0%)

Value$9.2K (-$2.1K)

Filed 2026-10-27

Essential Partners LLC

INCREASED

Shares350 from 339

Change+11 (+3%)

Value$9.0K (-$1.7K)

Filed 2026-10-14

Gamma Investing LLC

INCREASED

Shares342 from 337

Change+5 (+1%)

Value$8.8K (-$1.9K)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares239 from 150

Change+89 (+59%)

Value$6.2K (+$1.4K)

Filed 2026-10-08

Centerpoint Advisors, LLC

NEW

Shares180

Change+180

Value$5

Filed 2026-11-05

Nykredit A/S

UNCHANGED

Shares119 from 119

Change0 (0%)

Value$3.1K (-$702)

Filed 2026-11-06

Silver Grove Financial Group, Inc.

NEW

Shares92

Change+92

Value$2.4K

Filed 2026-11-05

Ares Financial Consulting, LLC

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$1.9K (-$436)

Filed 2026-10-19

Fortitude Family Office, LLC

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$1.6K (-$372)

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

INCREASED

Shares44 from 15

Change+29 (+193%)

Value$1.1K (+$658)

Filed 2026-10-29

SBI Securities Co., Ltd.

INCREASED

Shares32 from 31

Change+1 (+3%)

Value$824 (-$157)

Filed 2026-10-22

Fifth Third Bancorp

DECREASED

Shares31 from 576

Change-545 (-95%)

Value$798 (-$17.4K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares27

Change+27

Value$695

Filed 2026-10-21

Bell Investment Advisors, Inc

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$593 (-$135)

Filed 2026-10-29

Ascentis Wealth Management, LLC

NEW

Shares19

Change+19

Value$489

Filed 2026-11-03

Trust Co

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$386 (-$89)

Filed 2026-10-09

Quaker Wealth Management, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$387 (-$88)

Filed 2026-10-22

Assetmark, Inc

DECREASED

Shares5 from 16

Change-11 (-69%)

Value$129 (-$377)

Filed 2026-10-21

Provenance Wealth Advisors, LLC

NEW

Shares3

Change+3

Value$77

Filed 2026-10-30

Evergreen Capital Management LLC

CLOSED

Shares0 from 8,471

Change-8,471 (-100%)

Value$0 (-$268.1K)

Filed 2026-10-23

Clearstead Advisors, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$285)

Filed 2026-11-06

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$285)

Filed 2026-11-06

Vanguard Portfolio Management LLC

N/A

Shares— from 1,794,007

Change-1,794,007 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,774,842

Change-1,774,842 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 946,901

Change-946,901 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 883,924

Change-883,924 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 567,550

Change-567,550 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 549,069

Change-549,069 (-100%)

Value—

State Street Corp

N/A

Shares— from 475,426

Change-475,426 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 474,813

Change-474,813 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 469,331

Change-469,331 (-100%)

Value—

Woodson Capital Management, LP

N/A

Shares— from 360,000

Change-360,000 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 344,572

Change-344,572 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 292,662

Change-292,662 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 266,921

Change-266,921 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 246,478

Change-246,478 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 239,737

Change-239,737 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 207,796

Change-207,796 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 197,315

Change-197,315 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 182,158

Change-182,158 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 167,119

Change-167,119 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 166,478

Change-166,478 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 163,182

Change-163,182 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 151,271

Change-151,271 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 147,704

Change-147,704 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 139,374

Change-139,374 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 132,589

Change-132,589 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 130,856

Change-130,856 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 109,136

Change-109,136 (-100%)

Value—

Cooper Creek Partners Management LLC

N/A

Shares— from 100,189

Change-100,189 (-100%)

Value—

Invenomic Capital Management LP

N/A

Shares— from 97,525

Change-97,525 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 92,615

Change-92,615 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 87,981

Change-87,981 (-100%)

Value—

Sandler Capital Management

N/A

Shares— from 79,222

Change-79,222 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 74,392

Change-74,392 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 63,180

Change-63,180 (-100%)

Value—

Man Group plc

N/A

Shares— from 62,324

Change-62,324 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 57,390

Change-57,390 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 54,498

Change-54,498 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 49,376

Change-49,376 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 46,017

Change-46,017 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 42,981

Change-42,981 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 42,833

Change-42,833 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 41,941

Change-41,941 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 41,308

Change-41,308 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 39,784

Change-39,784 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 38,669

Change-38,669 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 38,317

Change-38,317 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 36,951

Change-36,951 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 33,738

Change-33,738 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 32,330

Change-32,330 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 31,000

Change-31,000 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 30,427

Change-30,427 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 30,344

Change-30,344 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 29,505

Change-29,505 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 28,026

Change-28,026 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 27,357

Change-27,357 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 27,226

Change-27,226 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 27,052

Change-27,052 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 26,248

Change-26,248 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 24,648

Change-24,648 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 23,914

Change-23,914 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 22,858

Change-22,858 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 22,736

Change-22,736 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 22,620

Change-22,620 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 22,599

Change-22,599 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 22,318

Change-22,318 (-100%)

Value—

UBS Group AG

N/A

Shares— from 22,313

Change-22,313 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 21,792

Change-21,792 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 21,500

Change-21,500 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 17,945

Change-17,945 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,671

Change-17,671 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 17,515

Change-17,515 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 16,825

Change-16,825 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 16,705

Change-16,705 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 16,275

Change-16,275 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 15,024

Change-15,024 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 14,084

Change-14,084 (-100%)

Value—

FMR LLC

N/A

Shares— from 13,964

Change-13,964 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 13,955

Change-13,955 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 13,481

Change-13,481 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 12,286

Change-12,286 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 10,870

Change-10,870 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 10,705

Change-10,705 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,607

Change-10,607 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 10,281

Change-10,281 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 10,134

Change-10,134 (-100%)

Value—

Commerce Bank

N/A

Shares— from 10,130

Change-10,130 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 9,715

Change-9,715 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 9,282

Change-9,282 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 9,276

Change-9,276 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 9,103

Change-9,103 (-100%)

Value—

JBF Capital, Inc.

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 8,024

Change-8,024 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 7,653

Change-7,653 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 7,081

Change-7,081 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 7,060

Change-7,060 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 6,903

Change-6,903 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 5,389

Change-5,389 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,287

Change-5,287 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 4,508

Change-4,508 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 3,937

Change-3,937 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,462

Change-3,462 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 3,366

Change-3,366 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,272

Change-3,272 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 3,052

Change-3,052 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,263

Change-2,263 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 2,259

Change-2,259 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,808

Change-1,808 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,390

Change-1,390 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 500

Change-500 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 500

Change-500 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 495

Change-495 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 375

Change-375 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 361

Change-361 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 325

Change-325 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 252

Change-252 (-100%)

Value—

Quarry LP

N/A

Shares— from 205

Change-205 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 123

Change-123 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 108

Change-108 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 66

Change-66 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,888,575	2,861,811	+26,764	+1%	$90.6M	$74.4M	-$16.2M	2026-11-04
Geode Capital Management, LLC	DECREASED	541,047	549,468	-8,421	-2%	$17.4M	$13.9M	-$3.5M	2026-11-06
Swedbank AB	DECREASED	405,000	450,000	-45,000	-10%	$14.2M	$10.4M	-$3.8M	2026-10-27
Harel Insurance Investments & Financial Services Ltd.	INCREASED	285,000	231,000	+54,000	+23%	$7.3M	$7.3M	+$28.0K	2026-11-02
Bank of New York Mellon Corp	INCREASED	228,426	227,944	+482	+0%	$7.2M	$5.9M	-$1.3M	2026-11-05
Moody Aldrich Partners LLC	INCREASED	168,993	117,361	+51,632	+44%	$3.7M	$4.4M	+$637.1K	2026-10-27
Creative Planning	DECREASED	107,122	113,377	-6,255	-6%	$3.6M	$2.8M	-$830.0K	2026-11-02
Deutsche Bank Ag\	DECREASED	100,267	100,857	-590	-1%	$3.2M	$2.6M	-$610.3K	2026-11-06
Hussman Strategic Advisors, Inc.	INCREASED	73,500	52,500	+21,000	+40%	$1.7M	$1.9M	+$231.0K	2026-11-02
SEB Asset Management AB	UNCHANGED	67,100	67,100	0	0%	$2.1M	$1.7M	-$395.9K	2026-11-04
Russell Investments Group, Ltd.	DECREASED	66,432	67,547	-1,115	-2%	$2.1M	$1.7M	-$427.2K	2026-11-06
Y-Intercept (Hong Kong) Ltd	INCREASED	49,061	39,275	+9,786	+25%	$1.2M	$1.3M	+$20.3K	2026-10-16
Principal Financial Group Inc	INCREASED	37,426	29,555	+7,871	+27%	$935.4K	$963.7K	+$28.3K	2026-11-02
Savant Capital, LLC	NEW	28,556	—	+28,556	—	—	$735.3K	—	2026-11-06
LEE Danner & Bass Inc	UNCHANGED	26,745	26,745	0	0%	$846.5K	$688.7K	-$157.8K	2026-10-27
Total Wealth Planning & Management, Inc.	DECREASED	26,310	26,953	-643	-2%	$853.1K	$677.5K	-$175.6K	2026-10-23
R Squared Ltd	INCREASED	21,563	11,663	+9,900	+85%	$369.1K	$555.2K	+$186.1K	2026-11-06
MQS Management LLC	NEW	17,299	—	+17,299	—	—	$445.4K	—	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	15,420	12,811	+2,609	+20%	$390.9K	$399.5K	+$8.7K	2026-10-13
Vise Technologies, Inc.	NEW	13,513	—	+13,513	—	—	$348.0K	—	2026-10-29
Sterling Capital Management LLC	INCREASED	10,910	9,996	+914	+9%	$316.4K	$280.9K	-$35.4K	2026-10-22
Barclays PLC	INCREASED	9,895	5,173	+4,722	+91%	$163.7K	$254.8K	+$91.1K	2026-11-06
KTF Investments, LLC	DECREASED	9,000	13,000	-4,000	-31%	$411.5K	$231.8K	-$179.7K	2026-10-23
LPL Financial LLC	DECREASED	8,314	8,611	-297	-3%	$272.5K	$214.1K	-$58.5K	2026-11-06
Citigroup Inc	DECREASED	8,301	15,543	-7,242	-47%	$491.9K	$213.8K	-$278.2K	2026-11-04
US Bancorp \de\	INCREASED	6,601	5,480	+1,121	+20%	$173.4K	$170.0K	-$3.5K	2026-11-05
Strs Ohio	INCREASED	5,400	3,900	+1,500	+38%	$123.4K	$139.1K	+$15.6K	2026-10-30
Parallel Advisors, LLC	UNCHANGED	3,655	3,655	0	0%	$115.7K	$94.1K	-$21.6K	2026-11-03
Signaturefd, LLC	INCREASED	3,540	3,007	+533	+18%	$95.2K	$91.2K	-$4.0K	2026-10-23
Nisa Investment Advisors, LLC	INCREASED	3,424	1,850	+1,574	+85%	$58.6K	$88.2K	+$29.6K	2026-10-20
Versant Capital Management, Inc	UNCHANGED	2,727	2,727	0	0%	$86.3K	$70.2K	-$16.1K	2026-10-02
State of Alaska, Department of Revenue	DECREASED	2,377	2,918	-541	-19%	$92.0K	$61.0K	-$31.0K	2026-10-15
New York State Teachers Retirement System	UNCHANGED	1,788	1,788	0	0%	$57.0K	$46.0K	-$11.0K	2026-10-22
Staley Capital Advisers Inc	UNCHANGED	1,750	1,750	0	0%	$285.0K	$239.1K	-$45.9K	2026-11-06
Allworth Financial LP	INCREASED	1,035	1,027	+8	+1%	$32.5K	$32.8K	+$253	2026-11-06
First Horizon Corp	INCREASED	961	719	+242	+34%	$22.8K	$24.7K	+$2.0K	2026-10-26
IFP Advisors, Inc	INCREASED	789	269	+520	+193%	$8.5K	$20.3K	+$11.8K	2026-10-16
True Wealth Design, LLC	DECREASED	585	610	-25	-4%	$19.3K	$15.1K	-$4.2K	2026-10-13
Larson Financial Group LLC	INCREASED	522	31	+491	+1584%	$981	$13.4K	+$12.5K	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	496	487	+9	+2%	$15.4K	$12.8K	-$2.6K	2026-11-04
Harbor Capital Advisors, Inc.	NEW	441	—	+441	—	—	$11	—	2026-10-22
SJS Investment Consulting Inc.	INCREASED	409	205	+204	+100%	$6.5K	$10.5K	+$4.0K	2026-10-26
Covestor Ltd	DECREASED	388	403	-15	-4%	$13	$10.0K	+$10.0K	2026-10-30
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	356	356	0	0%	$11.3K	$9.2K	-$2.1K	2026-10-27
Essential Partners LLC	INCREASED	350	339	+11	+3%	$10.7K	$9.0K	-$1.7K	2026-10-14
Gamma Investing LLC	INCREASED	342	337	+5	+1%	$10.7K	$8.8K	-$1.9K	2026-10-08
Farther Finance Advisors, LLC	INCREASED	239	150	+89	+59%	$4.8K	$6.2K	+$1.4K	2026-10-08
Centerpoint Advisors, LLC	NEW	180	—	+180	—	—	$5	—	2026-11-05
Nykredit A/S	UNCHANGED	119	119	0	0%	$3.8K	$3.1K	-$702	2026-11-06
Silver Grove Financial Group, Inc.	NEW	92	—	+92	—	—	$2.4K	—	2026-11-05
Ares Financial Consulting, LLC	UNCHANGED	74	74	0	0%	$2.3K	$1.9K	-$436	2026-10-19
Fortitude Family Office, LLC	UNCHANGED	63	63	0	0%	$2.0K	$1.6K	-$372	2026-10-14
Caitong International Asset Management Co., Ltd	INCREASED	44	15	+29	+193%	$475	$1.1K	+$658	2026-10-29
SBI Securities Co., Ltd.	INCREASED	32	31	+1	+3%	$981	$824	-$157	2026-10-22
Fifth Third Bancorp	DECREASED	31	576	-545	-95%	$18.2K	$798	-$17.4K	2026-11-05
Root Financial Partners, LLC	NEW	27	—	+27	—	—	$695	—	2026-10-21
Bell Investment Advisors, Inc	UNCHANGED	23	23	0	0%	$728	$593	-$135	2026-10-29
Ascentis Wealth Management, LLC	NEW	19	—	+19	—	—	$489	—	2026-11-03
Trust Co	UNCHANGED	15	15	0	0%	$475	$386	-$89	2026-10-09
Quaker Wealth Management, LLC	UNCHANGED	15	15	0	0%	$475	$387	-$88	2026-10-22
Assetmark, Inc	DECREASED	5	16	-11	-69%	$506	$129	-$377	2026-10-21
Provenance Wealth Advisors, LLC	NEW	3	—	+3	—	—	$77	—	2026-10-30
Evergreen Capital Management LLC	CLOSED	0	8,471	-8,471	-100%	$268.1K	$0	-$268.1K	2026-10-23
Clearstead Advisors, LLC	CLOSED	0	9	-9	-100%	$285	$0	-$285	2026-11-06
PNC Financial Services Group, Inc.	CLOSED	0	9	-9	-100%	$285	$0	-$285	2026-11-06
Vanguard Portfolio Management LLC	N/A	—	1,794,007	-1,794,007	-100%	$56.8M	—	—	—
BlackRock, Inc.	N/A	—	1,774,842	-1,774,842	-100%	$56.2M	—	—	—
American Century Companies Inc	N/A	—	946,901	-946,901	-100%	$30.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	883,924	-883,924	-100%	$28.0M	—	—	—
Ameriprise Financial Inc	N/A	—	567,550	-567,550	-100%	$18.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	549,069	-549,069	-100%	$17.4M	—	—	—
State Street Corp	N/A	—	475,426	-475,426	-100%	$15.0M	—	—	—
Heartland Advisors Inc	N/A	—	474,813	-474,813	-100%	$15.0M	—	—	—
Royal Bank of Canada	N/A	—	469,331	-469,331	-100%	$14.9M	—	—	—
Woodson Capital Management, LP	N/A	—	360,000	-360,000	-100%	$11.4M	—	—	—
AQR Capital Management LLC	N/A	—	344,572	-344,572	-100%	$10.9M	—	—	—
Denali Advisors LLC	N/A	—	292,662	-292,662	-100%	$9.3M	—	—	—
Jupiter Topco LLC	N/A	—	266,921	-266,921	-100%	$8.5M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	246,478	-246,478	-100%	$7.8M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	239,737	-239,737	-100%	$7.6M	—	—	—
First Trust Advisors LP	N/A	—	207,796	-207,796	-100%	$6.6M	—	—	—
Northern Trust Corp	N/A	—	197,315	-197,315	-100%	$6.2M	—	—	—
Morgan Stanley	N/A	—	182,158	-182,158	-100%	$5.8M	—	—	—
Two Sigma Investments, LP	N/A	—	167,119	-167,119	-100%	$5.3M	—	—	—
Empowered Funds, LLC	N/A	—	166,478	-166,478	-100%	$5.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	163,182	-163,182	-100%	$5.2M	—	—	—
Alliancebernstein L.P.	N/A	—	151,271	-151,271	-100%	$3.7M	—	—	—
Algert Global LLC	N/A	—	147,704	-147,704	-100%	$4.7M	—	—	—
JPMorgan Chase & Co	N/A	—	139,374	-139,374	-100%	$4.5M	—	—	—
Bank of America Corp	N/A	—	132,589	-132,589	-100%	$4.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	130,856	-130,856	-100%	$4.1M	—	—	—
Millennium Management LLC	N/A	—	109,136	-109,136	-100%	$3.5M	—	—	—
Cooper Creek Partners Management LLC	N/A	—	100,189	-100,189	-100%	$3.2M	—	—	—
Invenomic Capital Management LP	N/A	—	97,525	-97,525	-100%	$3.1M	—	—	—
Martingale Asset Management L P	N/A	—	92,615	-92,615	-100%	$2.9M	—	—	—
New York State Common Retirement Fund	N/A	—	87,981	-87,981	-100%	$2.8M	—	—	—
Sandler Capital Management	N/A	—	79,222	-79,222	-100%	$2.5M	—	—	—
Allianz Asset Management GmbH	N/A	—	74,392	-74,392	-100%	$2.4M	—	—	—
Point72 Asset Management, L.P.	N/A	—	63,180	-63,180	-100%	$2.0M	—	—	—
Man Group plc	N/A	—	62,324	-62,324	-100%	$2.0M	—	—	—
NewEdge Wealth, LLC	N/A	—	57,390	-57,390	-100%	$1.8M	—	—	—
Nuveen, LLC	N/A	—	54,498	-54,498	-100%	$1.7M	—	—	—
PDT Partners, LLC	N/A	—	49,376	-49,376	-100%	$1.6M	—	—	—
Renaissance Technologies LLC	N/A	—	46,017	-46,017	-100%	$1.5M	—	—	—
State of Wisconsin Investment Board	N/A	—	42,981	-42,981	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	42,833	-42,833	-100%	$1.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	41,941	-41,941	-100%	$1.3M	—	—	—
Jump Financial, LLC	N/A	—	41,308	-41,308	-100%	$1.3M	—	—	—
Invesco Ltd.	N/A	—	39,784	-39,784	-100%	$1.3M	—	—	—
Rhumbline Advisers	N/A	—	38,669	-38,669	-100%	$1.2M	—	—	—
Swiss National Bank	N/A	—	38,317	-38,317	-100%	$1.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	36,951	-36,951	-100%	$1.2M	—	—	—
Trexquant Investment LP	N/A	—	33,738	-33,738	-100%	$1.1M	—	—	—
HRT Financial LP	N/A	—	32,330	-32,330	-100%	$1.0M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	31,000	-31,000	-100%	$981.2K	—	—	—
Prudential Financial Inc	N/A	—	30,427	-30,427	-100%	$963.0K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	30,344	-30,344	-100%	$960.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	29,505	-29,505	-100%	$934.0K	—	—	—
Price T Rowe Associates Inc	N/A	—	28,026	-28,026	-100%	$888.0K	—	—	—
SEI Investments Co	N/A	—	27,357	-27,357	-100%	$865.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	27,226	-27,226	-100%	$861.7K	—	—	—
Glenmede Trust Co NA	N/A	—	27,052	-27,052	-100%	$856.2K	—	—	—
California State Teachers Retirement System	N/A	—	26,248	-26,248	-100%	$830.7K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	24,648	-24,648	-100%	$780.1K	—	—	—
Picton Mahoney Asset Management	N/A	—	23,914	-23,914	-100%	$756.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	22,858	-22,858	-100%	$723.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	22,736	-22,736	-100%	$719.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	22,620	-22,620	-100%	$715.9K	—	—	—
SummitTX Capital, L.P.	N/A	—	22,599	-22,599	-100%	$715.3K	—	—	—
Squarepoint Ops LLC	N/A	—	22,318	-22,318	-100%	$706.4K	—	—	—
UBS Group AG	N/A	—	22,313	-22,313	-100%	$706.2K	—	—	—
Aristeia Capital, L.L.C.	N/A	—	21,792	-21,792	-100%	$689.7K	—	—	—
IEQ Capital, LLC	N/A	—	21,500	-21,500	-100%	$680.5K	—	—	—
Wells Fargo & Company	N/A	—	17,945	-17,945	-100%	$568.0K	—	—	—
XTX Topco Ltd	N/A	—	17,671	-17,671	-100%	$559.3K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	17,515	-17,515	-100%	$554.0K	—	—	—
Cerity Partners LLC	N/A	—	16,825	-16,825	-100%	$532.5K	—	—	—
Mariner, LLC	N/A	—	16,705	-16,705	-100%	$528.7K	—	—	—
Legal & General Group Plc	N/A	—	16,275	-16,275	-100%	$515.1K	—	—	—
Shufro Rose & Co LLC	N/A	—	16,000	-16,000	-100%	$506.4K	—	—	—
EntryPoint Capital, LLC	N/A	—	15,024	-15,024	-100%	$475.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	14,084	-14,084	-100%	$445.8K	—	—	—
FMR LLC	N/A	—	13,964	-13,964	-100%	$442.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	13,955	-13,955	-100%	$441.7K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	13,481	-13,481	-100%	$426.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	12,286	-12,286	-100%	$388.9K	—	—	—
Engineers Gate Manager LP	N/A	—	10,870	-10,870	-100%	$344.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	10,705	-10,705	-100%	$338.8K	—	—	—
Citadel Advisors LLC	N/A	—	10,607	-10,607	-100%	$335.7K	—	—	—
Captrust Financial Advisors	N/A	—	10,281	-10,281	-100%	$325.4K	—	—	—
Franklin Resources Inc	N/A	—	10,134	-10,134	-100%	$320.7K	—	—	—
Commerce Bank	N/A	—	10,130	-10,130	-100%	$320.6K	—	—	—
Penserra Capital Management LLC	N/A	—	9,715	-9,715	-100%	$307.0K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	9,282	-9,282	-100%	$293.8K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	9,276	-9,276	-100%	$293.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	9,103	-9,103	-100%	$288.1K	—	—	—
JBF Capital, Inc.	N/A	—	9,000	-9,000	-100%	$284.9K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	8,024	-8,024	-100%	$254.0K	—	—	—
Teacher Retirement System of Texas	N/A	—	7,653	-7,653	-100%	$242.2K	—	—	—
Balyasny Asset Management L.P.	N/A	—	7,081	-7,081	-100%	$224.1K	—	—	—
Stifel Financial Corp	N/A	—	7,060	-7,060	-100%	$223.4K	—	—	—
Victory Capital Management Inc	N/A	—	6,903	-6,903	-100%	$218.5K	—	—	—
Quantbot Technologies LP	N/A	—	5,389	-5,389	-100%	$170.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,287	-5,287	-100%	$167.3K	—	—	—
SG Americas Securities, LLC	N/A	—	4,508	-4,508	-100%	$143.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	3,937	-3,937	-100%	$124.6K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,462	-3,462	-100%	$110.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	3,366	-3,366	-100%	$106.5K	—	—	—
Arax Advisory Partners	N/A	—	3,272	-3,272	-100%	$103.6K	—	—	—
Ares Systematic Credit Ltd	N/A	—	3,052	-3,052	-100%	$96.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,263	-2,263	-100%	$71.6K	—	—	—
Canada Life Assurance Co	N/A	—	2,259	-2,259	-100%	$71.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,808	-1,808	-100%	$57.2K	—	—	—
Acadian Asset Management LLC	N/A	—	1,390	-1,390	-100%	$43	—	—	—
Jones Financial Companies Lllp	N/A	—	500	-500	-100%	$16.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	500	-500	-100%	$15.8K	—	—	—
Bessemer Group Inc	N/A	—	495	-495	-100%	$16	—	—	—
Osaic Holdings, Inc.	N/A	—	375	-375	-100%	$11.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	361	-361	-100%	$11.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	325	-325	-100%	$10.3K	—	—	—
WealthCollab, LLC	N/A	—	252	-252	-100%	$8.0K	—	—	—
Quarry LP	N/A	—	205	-205	-100%	$6.5K	—	—	—
Rothschild Investment LLC	N/A	—	123	-123	-100%	$3.9K	—	—	—
Optiver Holding B.V.	N/A	—	108	-108	-100%	$3.4K	—	—	—
Group One Trading LLC	N/A	—	100	-100	-100%	$3.2K	—	—	—
Front Row Advisors LLC	N/A	—	70	-70	-100%	$2.0K	—	—	—
McMillan Office, Inc.	N/A	—	66	-66	-100%	$2.1K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	47	-47	-100%	$1.5K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	33	-33	-100%	$1.0K	—	—	—
Raffa Wealth Management, LLC	N/A	—	21	-21	-100%	$665	—	—	—
JPL Wealth Management, LLC	N/A	—	15	-15	-100%	$475	—	—	—
Smartleaf Asset Management LLC	N/A	—	2	-2	-100%	$64	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$35	—	—	—

Showing 193 of 193 institutions