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FOX Factory Holding Corp (FOXF)

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
Shares1,734,844 from 1,529,348
Change+205,496 (+13%)
Value$31.9M (+$6.0M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares236,976 from 237,956
Change-980 (0%)
Value$4.4M (+$321.1K)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares200,885 from 202,688
Change-1,803 (-1%)
Value$3.7M (+$255.7K)
Filed 2026-11-02
Pullen Investment Management, LLC
INCREASED
Shares137,422 from 136,522
Change+900 (+1%)
Value$2.5M (+$211.1K)
Filed 2026-10-23
Angeles Wealth Management, LLC
DECREASED
Shares120,088 from 120,198
Change-110 (0%)
Value$2.2M (+$169.3K)
Filed 2026-10-26
CenterBook Partners LP
DECREASED
Shares91,734 from 139,353
Change-47,619 (-34%)
Value$1.7M (-$676.2K)
Filed 2026-11-02
Villanova Investment Management Co
NEW
Shares74,385
Change+74,385
Value$1.4M
Filed 2026-11-02
SummerHaven Investment Management, LLC
NEW
Shares53,826
Change+53,826
Value$988.8K
Filed 2026-10-19
Creative Planning
INCREASED
Shares34,864 from 20,945
Change+13,919 (+66%)
Value$640.5K (+$285.5K)
Filed 2026-11-02
Inspire Investing, LLC
DECREASED
Shares33,850 from 40,355
Change-6,505 (-16%)
Value$621.8K (-$62.0K)
Filed 2026-10-22
Arga Investment Management, LP
UNCHANGED
Shares30,487 from 30,487
Change0 (0%)
Value$560.0K (+$43.4K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares26,733 from 42,160
Change-15,427 (-37%)
Value$491.0K (-$223.0K)
Filed 2026-11-05
Jefferies Financial Group Inc.
DECREASED
Shares22,400 from 29,300
Change-6,900 (-24%)
Value$411.5K (-$85.0K)
Filed 2026-11-05
New York State Teachers Retirement System
UNCHANGED
Shares18,116 from 18,116
Change0 (0%)
Value$333.0K (+$26.0K)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares17,900 from 18,400
Change-500 (-3%)
Value$328.8K (+$17.0K)
Filed 2026-10-20
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares17,821 from 17,821
Change0 (0%)
Value$327.4K (+$25.4K)
Filed 2026-10-30
Assenagon Asset Management S.A.
DECREASED
Shares11,879 from 60,827
Change-48,948 (-80%)
Value$218.2K (-$812.5K)
Filed 2026-10-15
Arizona State Retirement System
INCREASED
Shares11,813 from 11,570
Change+243 (+2%)
Value$217.0K (+$21.0K)
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares10,914 from 11,284
Change-370 (-3%)
Value$200.0K (+$9.0K)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares10,758 from 11,012
Change-254 (-2%)
Value$197.6K (+$11.0K)
Filed 2026-10-22
Oregon Public Employees Retirement Fund
DECREASED
Shares9,447 from 9,547
Change-100 (-1%)
Value$173.5K (+$11.8K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares9,074 from 9,309
Change-235 (-3%)
Value$166.7K (+$8.9K)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares8,944 from 16,089
Change-7,145 (-44%)
Value$129.0K (-$105.0K)
Filed 2026-10-15
Byrne Asset Management LLC
NEW
Shares8,510
Change+8,510
Value$156.3K
Filed 2026-10-06
Citigroup Inc
DECREASED
Shares7,268 from 32,592
Change-25,324 (-78%)
Value$133.5K (-$418.8K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares4,481 from 5,073
Change-592 (-12%)
Value$82.3K (-$4.1K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares4,041 from 4,025
Change+16 (+0%)
Value$74.2K (+$6.0K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares3,802 from 2,346
Change+1,456 (+62%)
Value$69.8K (+$30.1K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares3,054 from 2,039
Change+1,015 (+50%)
Value$56.1K (+$21.6K)
Filed 2026-10-02
Nisa Investment Advisors, LLC
DECREASED
Shares2,842 from 2,914
Change-72 (-2%)
Value$52.2K (+$2.8K)
Filed 2026-10-20
Summit Securities Group LLC
NEW
Shares1,618
Change+1,618
Value$29.7K
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares1,411 from 2,073
Change-662 (-32%)
Value$25.9K (-$9.7K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,041 from 1,004
Change+37 (+4%)
Value$19.1K (+$2.1K)
Filed 2026-10-27
Sterling Capital Management LLC
DECREASED
Shares832 from 861
Change-29 (-3%)
Value$15.3K (+$694)
Filed 2026-10-22
Salomon & Ludwin, LLC
INCREASED
Shares505 from 503
Change+2 (+0%)
Value$9.3K (+$706)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares423 from 522
Change-99 (-19%)
Value$7.8K (-$1.1K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$7.1K (+$547)
Filed 2026-10-05
First Horizon Corp
DECREASED
Shares329 from 524
Change-195 (-37%)
Value$6.0K (-$2.8K)
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares263 from 459
Change-196 (-43%)
Value$4.8K (-$2.9K)
Filed 2026-11-03
Covestor Ltd
DECREASED
Shares215 from 222
Change-7 (-3%)
Value$4 ($0)
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
NEW
Shares150
Change+150
Value$2.8K
Filed 2026-10-29
Buck Wealth Strategies, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$2.6K (+$201)
Filed 2026-10-28
Parkside Financial Bank & Trust
DECREASED
Shares132 from 137
Change-5 (-4%)
Value$2.4K (+$103)
Filed 2026-10-27
Essential Partners LLC
DECREASED
Shares130 from 217
Change-87 (-40%)
Value$2.4K (-$1.3K)
Filed 2026-10-14
Fairscale Capital, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$2.0K (-$116)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.8K (+$142)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares94
Change+94
Value$1.7K
Filed 2026-10-21
SJS Investment Consulting Inc.
INCREASED
Shares90 from 8
Change+82 (+1025%)
Value$1.7K (+$1.5K)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW
Shares77
Change+77
Value$1.4K
Filed 2026-10-16
Private Wealth Management Group, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$1.3K (+$105)
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares70
Change+70
Value$1.3K
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.3K (+$100)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares68 from 2
Change+66 (+3300%)
Value$1.2K (+$1.2K)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$955 (+$74)
Filed 2026-10-15
Farmers & Merchants Investments Inc
INCREASED
Shares36 from 18
Change+18 (+100%)
Value$661 (+$356)
Filed 2026-10-22
Signaturefd, LLC
NEW
Shares32
Change+32
Value$588
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares29
Change+29
Value$533
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares21
Change+21
Value$386
Filed 2026-10-19
JFS Wealth Advisors, LLC
NEW
Shares10
Change+10
Value$184
Filed 2026-11-03
Valley National Advisers Inc
NEW
Shares10
Change+10
Value$184
Filed 2026-10-23
Assetmark, Inc
NEW
Shares8
Change+8
Value$147
Filed 2026-10-21
Davis Capital Management
INCREASED
Shares7 from 2
Change+5 (+250%)
Value$129 (+$95)
Filed 2026-10-08
Financial Consulate, Inc
NEW
Shares6
Change+6
Value$111
Filed 2026-10-23
Gilpin Wealth Management, LLC
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$111 (-$8)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares5
Change+5
Value$93
Filed 2026-10-27
Mascoma Wealth Management LLC
NEW
Shares3
Change+3
Value$55
Filed 2026-10-23
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$18 (+$1)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 67,270
Change-67,270 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 22,628
Change-22,628 (-100%)
Value$0 (-$383.4K)
Filed 2026-11-05
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 17,638
Change-17,638 (-100%)
Value$0 (-$298.9K)
Filed 2026-10-16
OP Asset Management Ltd
CLOSED
Shares0 from 5,556
Change-5,556 (-100%)
Value$0 (-$94.1K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 5,445
Change-5,445 (-100%)
Value$0 (-$92.3K)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 262
Change-262 (-100%)
Value$0 (-$4)
Filed 2026-10-22
Fortitude Family Office, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$458)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$356)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$186)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$136)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$51)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 6,474,266
Change-6,474,266 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 5,381,694
Change-5,381,694 (-100%)
Value—
Engine Capital Management, LPA
N/A
Shares— from 2,087,363
Change-2,087,363 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,860,751
Change-1,860,751 (-100%)
Value—
Estuary Capital Management LP
N/A
Shares— from 1,682,173
Change-1,682,173 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,669,132
Change-1,669,132 (-100%)
Value—
Nantahala Capital Management, LLC
N/A
Shares— from 1,310,695
Change-1,310,695 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,103,511
Change-1,103,511 (-100%)
Value—
Coliseum Capital Management, LLC
N/A
Shares— from 1,102,942
Change-1,102,942 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,061,109
Change-1,061,109 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 946,325
Change-946,325 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 852,389
Change-852,389 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 823,211
Change-823,211 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 800,000
Change-800,000 (-100%)
Value—
22NW, LPA
N/A
Shares— from 678,165
Change-678,165 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 582,009
Change-582,009 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 571,944
Change-571,944 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 555,796
Change-555,796 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 440,911
Change-440,911 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 440,546
Change-440,546 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 436,098
Change-436,098 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 406,260
Change-406,260 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 388,666
Change-388,666 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 382,093
Change-382,093 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 375,488
Change-375,488 (-100%)
Value—
FIL Ltd
N/A
Shares— from 341,943
Change-341,943 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 338,189
Change-338,189 (-100%)
Value—
Towle & Co
N/A
Shares— from 311,129
Change-311,129 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 306,483
Change-306,483 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 278,392
Change-278,392 (-100%)
Value—
Bullseye Asset Management LLC
N/A
Shares— from 275,116
Change-275,116 (-100%)
Value—
UBS Group AG
N/A
Shares— from 269,412
Change-269,412 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 242,442
Change-242,442 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 228,504
Change-228,504 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 208,122
Change-208,122 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 184,578
Change-184,578 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 182,061
Change-182,061 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 164,034
Change-164,034 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 159,886
Change-159,886 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 150,777
Change-150,777 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 149,102
Change-149,102 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 144,040
Change-144,040 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 132,369
Change-132,369 (-100%)
Value—
Tenzing Global Management, LLC
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 117,226
Change-117,226 (-100%)
Value—
Invenomic Capital Management LP
N/A
Shares— from 114,060
Change-114,060 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 112,188
Change-112,188 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 108,142
Change-108,142 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 107,079
Change-107,079 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 105,695
Change-105,695 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 105,627
Change-105,627 (-100%)
Value—
Divisadero Street Capital Management, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 97,892
Change-97,892 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 96,559
Change-96,559 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 95,064
Change-95,064 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 86,407
Change-86,407 (-100%)
Value—
Veradace Capital Management LLC
N/A
Shares— from 86,160
Change-86,160 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 84,100
Change-84,100 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 82,349
Change-82,349 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 74,352
Change-74,352 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 68,796
Change-68,796 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 68,487
Change-68,487 (-100%)
Value—
Barclays PLC
N/A
Shares— from 62,686
Change-62,686 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 59,674
Change-59,674 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 58,599
Change-58,599 (-100%)
Value—
Boston Partners
N/A
Shares— from 57,738
Change-57,738 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 57,497
Change-57,497 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 52,287
Change-52,287 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 51,166
Change-51,166 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 50,507
Change-50,507 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 43,875
Change-43,875 (-100%)
Value—
Tensile Capital Management LP
N/A
Shares— from 40,573
Change-40,573 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 40,103
Change-40,103 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 38,981
Change-38,981 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 38,123
Change-38,123 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 34,651
Change-34,651 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,915
Change-31,915 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 29,653
Change-29,653 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 26,118
Change-26,118 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 25,984
Change-25,984 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 25,241
Change-25,241 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 24,764
Change-24,764 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 23,649
Change-23,649 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 22,003
Change-22,003 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 19,677
Change-19,677 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 19,338
Change-19,338 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 19,289
Change-19,289 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 18,874
Change-18,874 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 17,926
Change-17,926 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 17,869
Change-17,869 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 16,298
Change-16,298 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 16,072
Change-16,072 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 15,935
Change-15,935 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 15,462
Change-15,462 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,638
Change-14,638 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 14,360
Change-14,360 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 14,317
Change-14,317 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 13,887
Change-13,887 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 12,098
Change-12,098 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 11,610
Change-11,610 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 9,905
Change-9,905 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 9,726
Change-9,726 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 9,183
Change-9,183 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 5,247
Change-5,247 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,570
Change-4,570 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 4,413
Change-4,413 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 4,142
Change-4,142 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 986
Change-986 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 856
Change-856 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 552
Change-552 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 466
Change-466 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 426
Change-426 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 172
Change-172 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 162
Change-162 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Quarry LP
N/A
Shares— from 90
Change-90 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 52
Change-52 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 46
Change-46 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Freestone Grove Partners LP
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
INCREASED1,734,8441,529,348+205,496+13%$25.9M$31.9M+$6.0M2026-11-04
Bank of New York Mellon Corp
DECREASED236,976237,956-9800%$4.0M$4.4M+$321.1K2026-11-05
Principal Financial Group Inc
DECREASED200,885202,688-1,803-1%$3.4M$3.7M+$255.7K2026-11-02
Pullen Investment Management, LLC
INCREASED137,422136,522+900+1%$2.3M$2.5M+$211.1K2026-10-23
Angeles Wealth Management, LLC
DECREASED120,088120,198-1100%$2.0M$2.2M+$169.3K2026-10-26
CenterBook Partners LP
DECREASED91,734139,353-47,619-34%$2.4M$1.7M-$676.2K2026-11-02
Villanova Investment Management Co
NEW74,385—+74,385——$1.4M—2026-11-02
SummerHaven Investment Management, LLC
NEW53,826—+53,826——$988.8K—2026-10-19
Creative Planning
INCREASED34,86420,945+13,919+66%$354.9K$640.5K+$285.5K2026-11-02
Inspire Investing, LLC
DECREASED33,85040,355-6,505-16%$683.8K$621.8K-$62.0K2026-10-22
Arga Investment Management, LP
UNCHANGED30,48730,48700%$516.6K$560.0K+$43.4K2026-10-30
Thrivent Financial for Lutherans
DECREASED26,73342,160-15,427-37%$714.0K$491.0K-$223.0K2026-11-05
Jefferies Financial Group Inc.
DECREASED22,40029,300-6,900-24%$496.5K$411.5K-$85.0K2026-11-05
New York State Teachers Retirement System
UNCHANGED18,11618,11600%$307.0K$333.0K+$26.0K2026-10-22
Louisiana State Employees Retirement System
DECREASED17,90018,400-500-3%$311.8K$328.8K+$17.0K2026-10-20
B. Metzler seel. Sohn & Co. AG
UNCHANGED17,82117,82100%$302.0K$327.4K+$25.4K2026-10-30
Assenagon Asset Management S.A.
DECREASED11,87960,827-48,948-80%$1.0M$218.2K-$812.5K2026-10-15
Arizona State Retirement System
INCREASED11,81311,570+243+2%$196.1K$217.0K+$21.0K2026-11-03
Amalgamated Bank
DECREASED10,91411,284-370-3%$191.0K$200.0K+$9.0K2026-10-23
Yousif Capital Management, LLC
DECREASED10,75811,012-254-2%$186.6K$197.6K+$11.0K2026-10-22
Oregon Public Employees Retirement Fund
DECREASED9,4479,547-100-1%$161.8K$173.5K+$11.8K2026-10-30
Fifth Third Bancorp
DECREASED9,0749,309-235-3%$157.7K$166.7K+$8.9K2026-11-05
State of Alaska, Department of Revenue
DECREASED8,94416,089-7,145-44%$234.0K$129.0K-$105.0K2026-10-15
Byrne Asset Management LLC
NEW8,510—+8,510——$156.3K—2026-10-06
Citigroup Inc
DECREASED7,26832,592-25,324-78%$552.3K$133.5K-$418.8K2026-11-04
TD Waterhouse Canada Inc.
DECREASED4,4815,073-592-12%$86.4K$82.3K-$4.1K2026-10-16
US Bancorp \de\
INCREASED4,0414,025+16+0%$68.2K$74.2K+$6.0K2026-11-05
Gamma Investing LLC
INCREASED3,8022,346+1,456+62%$39.8K$69.8K+$30.1K2026-10-08
Versant Capital Management, Inc
INCREASED3,0542,039+1,015+50%$34.6K$56.1K+$21.6K2026-10-02
Nisa Investment Advisors, LLC
DECREASED2,8422,914-72-2%$49.4K$52.2K+$2.8K2026-10-20
Summit Securities Group LLC
NEW1,618—+1,618——$29.7K—2026-11-05
Farther Finance Advisors, LLC
DECREASED1,4112,073-662-32%$35.7K$25.9K-$9.7K2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED1,0411,004+37+4%$17.0K$19.1K+$2.1K2026-10-27
Sterling Capital Management LLC
DECREASED832861-29-3%$14.6K$15.3K+$6942026-10-22
Salomon & Ludwin, LLC
INCREASED505503+2+0%$8.6K$9.3K+$7062026-10-29
EverSource Wealth Advisors, LLC
DECREASED423522-99-19%$8.8K$7.8K-$1.1K2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED38438400%$6.5K$7.1K+$5472026-10-05
First Horizon Corp
DECREASED329524-195-37%$8.9K$6.0K-$2.8K2026-10-26
Parallel Advisors, LLC
DECREASED263459-196-43%$7.8K$4.8K-$2.9K2026-11-03
Covestor Ltd
DECREASED215222-7-3%$4$4$02026-10-30
Caitong International Asset Management Co., Ltd
NEW150—+150——$2.8K—2026-10-29
Buck Wealth Strategies, LLC
UNCHANGED14114100%$2.4K$2.6K+$2012026-10-28
Parkside Financial Bank & Trust
DECREASED132137-5-4%$2.3K$2.4K+$1032026-10-27
Essential Partners LLC
DECREASED130217-87-40%$3.7K$2.4K-$1.3K2026-10-14
Fairscale Capital, LLC
UNCHANGED12212200%$2.1K$2.0K-$1162026-11-04
Westside Investment Management, Inc.
UNCHANGED10010000%$1.7K$1.8K+$1422026-11-02
Root Financial Partners, LLC
NEW94—+94——$1.7K—2026-10-21
SJS Investment Consulting Inc.
INCREASED908+82+1025%$136$1.7K+$1.5K2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW77—+77——$1.4K—2026-10-16
Private Wealth Management Group, LLC
UNCHANGED737300%$1.2K$1.3K+$1052026-10-19
Jacobi Capital Management LLC
NEW70—+70——$1.3K—2026-11-05
Private Trust Co NA
UNCHANGED707000%$1.2K$1.3K+$1002026-10-20
Larson Financial Group LLC
INCREASED682+66+3300%$34$1.2K+$1.2K2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED525200%$881$955+$742026-10-15
Farmers & Merchants Investments Inc
INCREASED3618+18+100%$305$661+$3562026-10-22
Signaturefd, LLC
NEW32—+32——$588—2026-10-23
Provenance Wealth Advisors, LLC
NEW29—+29——$533—2026-10-30
UMB Private Wealth Management, LLC
NEW21—+21——$386—2026-10-19
JFS Wealth Advisors, LLC
NEW10—+10——$184—2026-11-03
Valley National Advisers Inc
NEW10—+10——$184—2026-10-23
Assetmark, Inc
NEW8—+8——$147—2026-10-21
Davis Capital Management
INCREASED72+5+250%$34$129+$952026-10-08
Financial Consulate, Inc
NEW6—+6——$111—2026-10-23
Gilpin Wealth Management, LLC
DECREASED67-1-14%$119$111-$82026-10-09
Latitude Advisors, LLC
NEW5—+5——$93—2026-10-27
Mascoma Wealth Management LLC
NEW3—+3——$55—2026-10-23
SBI Securities Co., Ltd.
UNCHANGED1100%$17$18+$12026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED067,270-67,270-100%$1.1M$0-$1.1M2026-10-16
Illinois Municipal Retirement Fund
CLOSED022,628-22,628-100%$383.4K$0-$383.4K2026-11-05
Counterpoint Mutual Funds LLC
CLOSED017,638-17,638-100%$298.9K$0-$298.9K2026-10-16
OP Asset Management Ltd
CLOSED05,556-5,556-100%$94.1K$0-$94.1K2026-11-05
Simplex Trading, LLC
CLOSED05,445-5,445-100%$92.3K$0-$92.3K2026-11-04
Harbor Capital Advisors, Inc.
CLOSED0262-262-100%$4$0-$42026-10-22
Fortitude Family Office, LLC
CLOSED027-27-100%$458$0-$4582026-10-14
Physician Wealth Advisors, Inc.
CLOSED021-21-100%$356$0-$3562026-10-20
Stone House Investment Management, LLC
CLOSED011-11-100%$186$0-$1862026-10-23
Plante Moran Financial Advisors, LLC
CLOSED08-8-100%$136$0-$1362026-11-04
Silver Grove Financial Group, Inc.
CLOSED03-3-100%$51$0-$512026-11-05
BlackRock, Inc.
N/A—6,474,266-6,474,266-100%$109.7M———
Rwwm, Inc.
N/A—5,381,694-5,381,694-100%$91.2M———
Engine Capital Management, LPA
N/A—2,087,363-2,087,363-100%$35.4M———
Vanguard Capital Management LLC
N/A—1,860,751-1,860,751-100%$31.5M———
Estuary Capital Management LP
N/A—1,682,173-1,682,173-100%$28.5M———
State Street Corp
N/A—1,669,132-1,669,132-100%$28.3M———
Nantahala Capital Management, LLC
N/A—1,310,695-1,310,695-100%$22.2M———
Geode Capital Management, LLC
N/A—1,103,511-1,103,511-100%$18.7M———
Coliseum Capital Management, LLC
N/A—1,102,942-1,102,942-100%$18.7M———
Vanguard Portfolio Management LLC
N/A—1,061,109-1,061,109-100%$18.0M———
Manufacturers Life Insurance Company, the
N/A—946,325-946,325-100%$16.0M———
Royce & Associates LP
N/A—852,389-852,389-100%$14.4M———
Charles Schwab Investment Management Inc
N/A—823,211-823,211-100%$13.9M———
National Bank of Canada
N/A—800,000-800,000-100%$13.6M———
22NW, LPA
N/A—678,165-678,165-100%$11.5M———
Morgan Stanley
N/A—582,009-582,009-100%$9.9M———
Citadel Advisors LLC
N/A—571,944-571,944-100%$9.7M———
Ameriprise Financial Inc
N/A—555,796-555,796-100%$9.4M———
Northern Trust Corp
N/A—440,911-440,911-100%$7.5M———
Clearbridge Investments, LLC
N/A—440,546-440,546-100%$7.5M———
Empowered Funds, LLC
N/A—436,098-436,098-100%$7.4M———
Hotchkis & Wiley Capital Management LLC
N/A—406,260-406,260-100%$6.9M———
Teachers Retirement System of the State of Kentucky
N/A—388,666-388,666-100%$6.6M———
Renaissance Technologies LLC
N/A—382,093-382,093-100%$6.5M———
D. E. Shaw & Co., Inc.
N/A—375,488-375,488-100%$6.4M———
FIL Ltd
N/A—341,943-341,943-100%$5.8M———
Invesco Ltd.
N/A—338,189-338,189-100%$5.7M———
Towle & Co
N/A—311,129-311,129-100%$5.3M———
ArrowMark Colorado Holdings LLC
N/A—306,483-306,483-100%$5.2M———
Vanguard Fiduciary Trust Co
N/A—278,392-278,392-100%$4.7M———
Bullseye Asset Management LLC
N/A—275,116-275,116-100%$4.7M———
UBS Group AG
N/A—269,412-269,412-100%$4.6M———
Formula Growth LTD
N/A—242,442-242,442-100%$4.1M———
Bank of America Corp
N/A—228,504-228,504-100%$3.9M———
Quantinno Capital Management LP
N/A—208,122-208,122-100%$3.5M———
Goldman Sachs Group Inc
N/A—184,578-184,578-100%$3.1M———
BNP Paribas Financial Markets
N/A—182,061-182,061-100%$3.1M———
AQR Capital Management LLC
N/A—164,034-164,034-100%$2.8M———
Bridgeway Capital Management, LLC
N/A—159,886-159,886-100%$2.7M———
Nuveen, LLC
N/A—150,777-150,777-100%$2.6M———
RBF Capital, LLC
N/A—149,102-149,102-100%$2.5M———
Public Sector Pension Investment Board
N/A—144,040-144,040-100%$2.4M———
JPMorgan Chase & Co
N/A—132,369-132,369-100%$2.4M———
Tenzing Global Management, LLC
N/A—125,000-125,000-100%$2.1M———
Vanguard Global Advisers, LLC
N/A—117,226-117,226-100%$2.0M———
Invenomic Capital Management LP
N/A—114,060-114,060-100%$1.9M———
Intech Investment Management LLC
N/A—112,188-112,188-100%$1.9M———
Rhumbline Advisers
N/A—108,142-108,142-100%$1.8M———
Susquehanna Portfolio Strategies, LLC
N/A—107,079-107,079-100%$1.8M———
American Century Companies Inc
N/A—105,695-105,695-100%$1.8M———
SEI Investments Co
N/A—105,627-105,627-100%$1.8M———
Divisadero Street Capital Management, LP
N/A—100,000-100,000-100%$1.7M———
Legal & General Group Plc
N/A—97,892-97,892-100%$1.7M———
Deutsche Bank Ag\
N/A—96,559-96,559-100%$1.6M———
Russell Investments Group, Ltd.
N/A—95,064-95,064-100%$1.6M———
Wells Fargo & Company
N/A—86,407-86,407-100%$1.5M———
Veradace Capital Management LLC
N/A—86,160-86,160-100%$1.5M———
Swiss National Bank
N/A—84,100-84,100-100%$1.4M———
Voloridge Investment Management, LLC
N/A—82,349-82,349-100%$1.4M———
Caprock Group, LLC
N/A—74,352-74,352-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—68,796-68,796-100%$1.2M———
UBS Asset Management Americas LLC
N/A—68,487-68,487-100%$1.2M———
Barclays PLC
N/A—62,686-62,686-100%$1.1M———
Raymond James Financial Inc
N/A—59,674-59,674-100%$1.0M———
Price T Rowe Associates Inc
N/A—58,599-58,599-100%$993.0K———
Boston Partners
N/A—57,738-57,738-100%$978.4K———
Mutual Advisors, LLC
N/A—57,497-57,497-100%$974.3K———
Alliancebernstein L.P.
N/A—52,287-52,287-100%$860.6K———
Kerrisdale Advisers, LLC
N/A—51,166-51,166-100%$867.0K———
California State Teachers Retirement System
N/A—50,507-50,507-100%$855.8K———
Prudential Financial Inc
N/A—43,875-43,875-100%$743.2K———
Tensile Capital Management LP
N/A—40,573-40,573-100%$687.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—40,103-40,103-100%$679.5K———
Brevan Howard Capital Management LP
N/A—38,981-38,981-100%$660.5K———
Squarepoint Ops LLC
N/A—38,123-38,123-100%$646.0K———
Canada Life Assurance Co
N/A—34,651-34,651-100%$587.0K———
Susquehanna International Group, LLP
N/A—31,915-31,915-100%$540.8K———
Engineers Gate Manager LP
N/A—29,653-29,653-100%$502.5K———
FOX RUN Management, L.L.C.
N/A—26,118-26,118-100%$442.6K———
MetLife Investment Management, LLC
N/A—25,984-25,984-100%$440.3K———
Vanguard Asset Management, Ltd
N/A—25,241-25,241-100%$427.7K———
New Age Alpha Advisors, LLC
N/A—24,764-24,764-100%$419.6K———
XTX Topco Ltd
N/A—23,649-23,649-100%$400.7K———
Jump Financial, LLC
N/A—22,003-22,003-100%$372.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—19,677-19,677-100%$333.4K———
Jupiter Topco LLC
N/A—19,338-19,338-100%$327.7K———
Jain Global LLC
N/A—19,289-19,289-100%$326.9K———
Canada Pension Plan Investment Board
N/A—19,100-19,100-100%$323.7K———
Mercer Global Advisors Inc
N/A—18,874-18,874-100%$319.8K———
Headlands Technologies LLC
N/A—17,926-17,926-100%$303.8K———
Numerai GP LLC
N/A—17,869-17,869-100%$302.8K———
Bank of Montreal
N/A—16,298-16,298-100%$276.2K———
GSA Capital Partners LLP
N/A—16,072-16,072-100%$272.0K———
Millennium Management LLC
N/A—15,935-15,935-100%$270.0K———
Magnetar Financial LLC
N/A—15,462-15,462-100%$262.0K———
Natixis Advisors, LLC
N/A—14,638-14,638-100%$248.0K———
New York State Common Retirement Fund
N/A—14,360-14,360-100%$243.3K———
Entropy Technologies, LP
N/A—14,317-14,317-100%$242.6K———
LPL Financial LLC
N/A—13,887-13,887-100%$235.3K———
State Board of Administration of Florida Retirement System
N/A—12,098-12,098-100%$205.0K———
Police & Firemen's Retirement System of New Jersey
N/A—11,610-11,610-100%$196.7K———
Guggenheim Capital LLC
N/A—10,093-10,093-100%$171.0K———
State of Tennessee, Department of Treasury
N/A—9,905-9,905-100%$167.8K———
Hurricane Capital Advisors LLC
N/A—9,726-9,726-100%$164.8K———
Vanguard Investments Australia, Ltd.
N/A—9,183-9,183-100%$155.6K———
KLP Kapitalforvaltning AS
N/A—9,000-9,000-100%$152.5K———
PNC Financial Services Group, Inc.
N/A—5,247-5,247-100%$88.9K———
Public Employees Retirement Association of Colorado
N/A—4,862-4,862-100%$82.0K———
Jones Financial Companies Lllp
N/A—4,570-4,570-100%$86.4K———
Ensign Peak Advisors, Inc
N/A—4,413-4,413-100%$74.8K———
Resona Asset Management Co.,Ltd.
N/A—4,142-4,142-100%$74.9K———
Royal Bank of Canada
N/A—4,129-4,129-100%$70.0K———
Tower Research Capital LLC (TRC)
N/A—3,881-3,881-100%$65.8K———
FMR LLC
N/A—3,538-3,538-100%$59.9K———
Ameritas Investment Partners, Inc.
N/A—3,513-3,513-100%$59.5K———
Quantbot Technologies LP
N/A—2,812-2,812-100%$47.6K———
Hantz Financial Services, Inc.
N/A—2,799-2,799-100%$47.0K———
Arax Advisory Partners
N/A—2,591-2,591-100%$43.9K———
Public Employees Retirement System of Ohio
N/A—2,424-2,424-100%$41.1K———
Osaic Holdings, Inc.
N/A—986-986-100%$16.7K———
Nykredit A/S
N/A—856-856-100%$14.5K———
BNP Paribas Asset Management Holding S.A.
N/A—600-600-100%$10.2K———
Bessemer Group Inc
N/A—552-552-100%$9———
Geneos Wealth Management Inc.
N/A—475-475-100%$8.1K———
UMB Bank, n.a.
N/A—466-466-100%$7.9K———
Northwestern Mutual Wealth Management Co
N/A—426-426-100%$7.2K———
Global Retirement Partners, LLC
N/A—361-361-100%$6.1K———
Anchor Investment Management, LLC
N/A—309-309-100%$5.2K———
Rockefeller Capital Management L.P.
N/A—302-302-100%$5.1K———
Optiver Holding B.V.
N/A—204-204-100%$3.5K———
Barrow Hanley Mewhinney & Strauss LLC
N/A—201-201-100%$3.4K———
Allworth Financial LP
N/A—172-172-100%$2.9K———
SouthState Bank Corp
N/A—162-162-100%$2.7K———
Rothschild Investment LLC
N/A—111-111-100%$1.9K———
Quarry LP
N/A—90-90-100%$1.5K———
Aster Capital Management (Difc) Ltd
N/A—52-52-100%$881———
Whittier Trust Co
N/A—46-46-100%$769———
Whittier Trust Co of Nevada Inc
N/A—30-30-100%$510———
Investors Portfolio Services LLC
N/A—21-21-100%$356———
Clearstead Advisors, LLC
N/A—12-12-100%$204———
Ankerstar Wealth, LLC
N/A—8-8-100%$136———
Group One Trading LLC
N/A—5-5-100%$85———
Evolution Advisers, Inc.
N/A—5-5-100%$0———
JPL Wealth Management, LLC
N/A—4-4-100%$68———
Keating Financial Advisory Services, Inc.
N/A—4-4-100%$68———
Freestone Grove Partners LP
N/A—2-2-100%$34———
Dunhill Financial, LLC
N/A—1-1-100%$20———
Showing 225 of 225 institutions