Franklin Covey Co (FC)

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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Geode Capital Management, LLC

DECREASED

Shares302,356 from 303,414

Change-1,058 (0%)

Value$5.2M (-$2.3M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares279,329 from 276,029

Change+3,300 (+1%)

Value$4.8M (-$2.0M)

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares194,844 from 163,018

Change+31,826 (+20%)

Value$3.3M (-$667.0K)

Filed 2026-11-06

Aberdeen Group plc

NEW

Shares117,255

Change+117,255

Value$2.0M

Filed 2026-11-06

Ritholtz Wealth Management

INCREASED

Shares50,851 from 18,280

Change+32,571 (+178%)

Value$869.6K (+$421.1K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares48,500 from 28,200

Change+20,300 (+72%)

Value$829.4K (+$137.6K)

Filed 2026-10-30

Bank of New York Mellon Corp

DECREASED

Shares32,596 from 33,444

Change-848 (-3%)

Value$557.4K (-$263.0K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares21,572 from 20,151

Change+1,421 (+7%)

Value$368.9K (-$125.4K)

Filed 2026-11-06

CWC Advisors, Llc.

INCREASED

Shares16,417 from 15,797

Change+620 (+4%)

Value$280.7K (-$106.8K)

Filed 2026-10-15

Exchange Traded Concepts, LLC

NEW

Shares15,694

Change+15,694

Value$268.4K

Filed 2026-10-28

Soltis Investment Advisors LLC

DECREASED

Shares14,182 from 14,893

Change-711 (-5%)

Value$242.5K (-$122.8K)

Filed 2026-10-28

State of Wyoming

INCREASED

Shares12,404 from 693

Change+11,711 (+1690%)

Value$212.1K (+$195.1K)

Filed 2026-10-28

Inscription Capital, LLC

DECREASED

Shares12,164 from 12,174

Change-10 (0%)

Value$208.0K (-$90.6K)

Filed 2026-11-02

Bridge City Capital, LLC

UNCHANGED

Shares12,081 from 12,081

Change0 (0%)

Value$206.6K (-$89.8K)

Filed 2026-10-29

R Squared Ltd

NEW

Shares11,658

Change+11,658

Value$199.4K

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares8,181 from 52,045

Change-43,864 (-84%)

Value$139.9K (-$1.1M)

Filed 2026-11-06

State of Alaska, Department of Revenue

UNCHANGED

Shares1,902 from 1,902

Change0 (0%)

Value$32 (-$14)

Filed 2026-10-15

Versant Capital Management, Inc

INCREASED

Shares1,096 from 1,054

Change+42 (+4%)

Value$18.7K (-$7.1K)

Filed 2026-10-02

Physician Wealth Advisors, Inc.

UNCHANGED

Shares769 from 769

Change0 (0%)

Value$13.2K (-$5.7K)

Filed 2026-10-20

PNC Financial Services Group, Inc.

DECREASED

Shares711 from 717

Change-6 (-1%)

Value$12.2K (-$5.4K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares568 from 4,595

Change-4,027 (-88%)

Value$9.7K (-$103.0K)

Filed 2026-11-04

Covestor Ltd

DECREASED

Shares424 from 435

Change-11 (-3%)

Value$7 (-$4)

Filed 2026-10-30

Sterling Capital Management LLC

INCREASED

Shares309 from 33

Change+276 (+836%)

Value$5.3K (+$4.5K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares298 from 215

Change+83 (+39%)

Value$5.1K (-$178)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares204 from 204

Change0 (0%)

Value$5.0K ($0)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares173 from 773

Change-600 (-78%)

Value$3.0K (-$16.0K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares78 from 210

Change-132 (-63%)

Value$1.3K (-$3.8K)

Filed 2026-10-08

Essential Partners LLC

DECREASED

Shares78 from 146

Change-68 (-47%)

Value$1.3K (-$2.2K)

Filed 2026-10-14

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$1.1K (-$461)

Filed 2026-10-05

SJS Investment Consulting Inc.

INCREASED

Shares61 from 9

Change+52 (+578%)

Value$1.0K (+$823)

Filed 2026-10-26

IFP Advisors, Inc

DECREASED

Shares33 from 81

Change-48 (-59%)

Value$564 (-$1.4K)

Filed 2026-10-16

Fortitude Family Office, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$205 (-$89)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares11

Change+11

Value$188

Filed 2026-10-21

Caitong International Asset Management Co., Ltd

INCREASED

Shares10 from 9

Change+1 (+11%)

Value$171 (-$50)

Filed 2026-10-29

True Wealth Design, LLC

DECREASED

Shares5 from 10

Change-5 (-50%)

Value$86 (-$160)

Filed 2026-10-13

SBI Securities Co., Ltd.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$86 (-$37)

Filed 2026-10-22

Herald Investment Management Ltd

CLOSED

Shares0 from 175,000

Change-175,000 (-100%)

Value$0 (-$4.3M)

Filed 2026-10-05

SummerHaven Investment Management, LLC

CLOSED

Shares0 from 32,130

Change-32,130 (-100%)

Value$0 (-$788.1K)

Filed 2026-10-19

Simplex Trading, LLC

CLOSED

Shares0 from 1,302

Change-1,302 (-100%)

Value$0 (-$31.9K)

Filed 2026-11-04

Parallel Advisors, LLC

CLOSED

Shares0 from 684

Change-684 (-100%)

Value$0 (-$16.8K)

Filed 2026-11-03

Clearstead Advisors, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$124)

Filed 2026-11-06

Alliancebernstein L.P.

N/A

Shares— from 1,058,790

Change-1,058,790 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 986,190

Change-986,190 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 881,361

Change-881,361 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 495,654

Change-495,654 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 440,154

Change-440,154 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 405,952

Change-405,952 (-100%)

Value—

State Street Corp

N/A

Shares— from 224,436

Change-224,436 (-100%)

Value—

Divisadero Street Capital Management, LP

N/A

Shares— from 185,547

Change-185,547 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 175,335

Change-175,335 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 137,460

Change-137,460 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 134,514

Change-134,514 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 125,637

Change-125,637 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 121,321

Change-121,321 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 117,240

Change-117,240 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 115,046

Change-115,046 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 99,398

Change-99,398 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 85,066

Change-85,066 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 84,878

Change-84,878 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 84,317

Change-84,317 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 80,548

Change-80,548 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 76,741

Change-76,741 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 75,234

Change-75,234 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 74,982

Change-74,982 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 72,303

Change-72,303 (-100%)

Value—

Cooper Creek Partners Management LLC

N/A

Shares— from 69,466

Change-69,466 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 67,649

Change-67,649 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 67,606

Change-67,606 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 60,200

Change-60,200 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 43,411

Change-43,411 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 35,272

Change-35,272 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 30,731

Change-30,731 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 28,664

Change-28,664 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 28,427

Change-28,427 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 23,426

Change-23,426 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 22,246

Change-22,246 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 20,236

Change-20,236 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 16,900

Change-16,900 (-100%)

Value—

Partners Capital Investment Group, LLP

N/A

Shares— from 15,341

Change-15,341 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 14,555

Change-14,555 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 12,666

Change-12,666 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 12,491

Change-12,491 (-100%)

Value—

FMR LLC

N/A

Shares— from 11,767

Change-11,767 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 11,763

Change-11,763 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 9,627

Change-9,627 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 9,046

Change-9,046 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 8,703

Change-8,703 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,584

Change-8,584 (-100%)

Value—

Mcmorgan & Co LLC

N/A

Shares— from 8,519

Change-8,519 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,311

Change-8,311 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 5,580

Change-5,580 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 4,843

Change-4,843 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,563

Change-4,563 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,512

Change-4,512 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,334

Change-4,334 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,337

Change-3,337 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 3,259

Change-3,259 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,723

Change-2,723 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,389

Change-2,389 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,279

Change-2,279 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,098

Change-2,098 (-100%)

Value—

Wiser Advisor Group LLC

N/A

Shares— from 1,812

Change-1,812 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,613

Change-1,613 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,139

Change-1,139 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,037

Change-1,037 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 813

Change-813 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 162

Change-162 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 130

Change-130 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 109

Change-109 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 72

Change-72 (-100%)

Value—

Quarry LP

N/A

Shares— from 50

Change-50 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 15

Change-15 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	302,356	303,414	-1,058	0%	$7.4M	$5.2M	-$2.3M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	279,329	276,029	+3,300	+1%	$6.8M	$4.8M	-$2.0M	2026-11-04
Russell Investments Group, Ltd.	INCREASED	194,844	163,018	+31,826	+20%	$4.0M	$3.3M	-$667.0K	2026-11-06
Aberdeen Group plc	NEW	117,255	—	+117,255	—	—	$2.0M	—	2026-11-06
Ritholtz Wealth Management	INCREASED	50,851	18,280	+32,571	+178%	$448.4K	$869.6K	+$421.1K	2026-11-05
Strs Ohio	INCREASED	48,500	28,200	+20,300	+72%	$691.7K	$829.4K	+$137.6K	2026-10-30
Bank of New York Mellon Corp	DECREASED	32,596	33,444	-848	-3%	$820.4K	$557.4K	-$263.0K	2026-11-05
Barclays PLC	INCREASED	21,572	20,151	+1,421	+7%	$494.3K	$368.9K	-$125.4K	2026-11-06
CWC Advisors, Llc.	INCREASED	16,417	15,797	+620	+4%	$387.5K	$280.7K	-$106.8K	2026-10-15
Exchange Traded Concepts, LLC	NEW	15,694	—	+15,694	—	—	$268.4K	—	2026-10-28
Soltis Investment Advisors LLC	DECREASED	14,182	14,893	-711	-5%	$365.3K	$242.5K	-$122.8K	2026-10-28
State of Wyoming	INCREASED	12,404	693	+11,711	+1690%	$17.0K	$212.1K	+$195.1K	2026-10-28
Inscription Capital, LLC	DECREASED	12,164	12,174	-10	0%	$298.6K	$208.0K	-$90.6K	2026-11-02
Bridge City Capital, LLC	UNCHANGED	12,081	12,081	0	0%	$296.3K	$206.6K	-$89.8K	2026-10-29
R Squared Ltd	NEW	11,658	—	+11,658	—	—	$199.4K	—	2026-11-06
Deutsche Bank Ag\	DECREASED	8,181	52,045	-43,864	-84%	$1.3M	$139.9K	-$1.1M	2026-11-06
State of Alaska, Department of Revenue	UNCHANGED	1,902	1,902	0	0%	$46	$32	-$14	2026-10-15
Versant Capital Management, Inc	INCREASED	1,096	1,054	+42	+4%	$25.9K	$18.7K	-$7.1K	2026-10-02
Physician Wealth Advisors, Inc.	UNCHANGED	769	769	0	0%	$18.9K	$13.2K	-$5.7K	2026-10-20
PNC Financial Services Group, Inc.	DECREASED	711	717	-6	-1%	$17.6K	$12.2K	-$5.4K	2026-11-06
Citigroup Inc	DECREASED	568	4,595	-4,027	-88%	$112.7K	$9.7K	-$103.0K	2026-11-04
Covestor Ltd	DECREASED	424	435	-11	-3%	$11	$7	-$4	2026-10-30
Sterling Capital Management LLC	INCREASED	309	33	+276	+836%	$809	$5.3K	+$4.5K	2026-10-22
Gamma Investing LLC	INCREASED	298	215	+83	+39%	$5.3K	$5.1K	-$178	2026-10-08
Allworth Financial LP	UNCHANGED	204	204	0	0%	$5.0K	$5.0K	$0	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	173	773	-600	-78%	$19.0K	$3.0K	-$16.0K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	78	210	-132	-63%	$5.2K	$1.3K	-$3.8K	2026-10-08
Essential Partners LLC	DECREASED	78	146	-68	-47%	$3.6K	$1.3K	-$2.2K	2026-10-14
MassMutual Private Wealth & Trust, FSB	UNCHANGED	62	62	0	0%	$1.5K	$1.1K	-$461	2026-10-05
SJS Investment Consulting Inc.	INCREASED	61	9	+52	+578%	$221	$1.0K	+$823	2026-10-26
IFP Advisors, Inc	DECREASED	33	81	-48	-59%	$2.0K	$564	-$1.4K	2026-10-16
Fortitude Family Office, LLC	UNCHANGED	12	12	0	0%	$294	$205	-$89	2026-10-14
Root Financial Partners, LLC	NEW	11	—	+11	—	—	$188	—	2026-10-21
Caitong International Asset Management Co., Ltd	INCREASED	10	9	+1	+11%	$221	$171	-$50	2026-10-29
True Wealth Design, LLC	DECREASED	5	10	-5	-50%	$246	$86	-$160	2026-10-13
SBI Securities Co., Ltd.	UNCHANGED	5	5	0	0%	$123	$86	-$37	2026-10-22
Herald Investment Management Ltd	CLOSED	0	175,000	-175,000	-100%	$4.3M	$0	-$4.3M	2026-10-05
SummerHaven Investment Management, LLC	CLOSED	0	32,130	-32,130	-100%	$788.1K	$0	-$788.1K	2026-10-19
Simplex Trading, LLC	CLOSED	0	1,302	-1,302	-100%	$31.9K	$0	-$31.9K	2026-11-04
Parallel Advisors, LLC	CLOSED	0	684	-684	-100%	$16.8K	$0	-$16.8K	2026-11-03
Clearstead Advisors, LLC	CLOSED	0	5	-5	-100%	$124	$0	-$124	2026-11-06
Alliancebernstein L.P.	N/A	—	1,058,790	-1,058,790	-100%	$16.7M	—	—	—
BlackRock, Inc.	N/A	—	986,190	-986,190	-100%	$24.2M	—	—	—
Royce & Associates LP	N/A	—	881,361	-881,361	-100%	$21.6M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	495,654	-495,654	-100%	$12.2M	—	—	—
Federated Hermes, Inc.	N/A	—	440,154	-440,154	-100%	$10.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	405,952	-405,952	-100%	$10.0M	—	—	—
State Street Corp	N/A	—	224,436	-224,436	-100%	$5.5M	—	—	—
Divisadero Street Capital Management, LP	N/A	—	185,547	-185,547	-100%	$4.6M	—	—	—
AQR Capital Management LLC	N/A	—	175,335	-175,335	-100%	$4.3M	—	—	—
Marshall Wace, LLP	N/A	—	137,460	-137,460	-100%	$3.4M	—	—	—
Acadian Asset Management LLC	N/A	—	134,514	-134,514	-100%	$3.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	125,637	-125,637	-100%	$3.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	121,321	-121,321	-100%	$3.0M	—	—	—
Two Sigma Investments, LP	N/A	—	117,240	-117,240	-100%	$2.9M	—	—	—
Morgan Stanley	N/A	—	115,046	-115,046	-100%	$2.8M	—	—	—
Bank of America Corp	N/A	—	99,398	-99,398	-100%	$2.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	85,066	-85,066	-100%	$2.1M	—	—	—
Northern Trust Corp	N/A	—	84,878	-84,878	-100%	$2.1M	—	—	—
American Century Companies Inc	N/A	—	84,317	-84,317	-100%	$2.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	80,548	-80,548	-100%	$2.0M	—	—	—
Nuveen, LLC	N/A	—	76,741	-76,741	-100%	$1.9M	—	—	—
Quantinno Capital Management LP	N/A	—	75,234	-75,234	-100%	$1.8M	—	—	—
Jane Street Group, LLC	N/A	—	74,982	-74,982	-100%	$1.8M	—	—	—
Renaissance Technologies LLC	N/A	—	72,303	-72,303	-100%	$1.8M	—	—	—
Cooper Creek Partners Management LLC	N/A	—	69,466	-69,466	-100%	$1.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	67,649	-67,649	-100%	$1.7M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	67,606	-67,606	-100%	$1.7M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	60,200	-60,200	-100%	$1.5M	—	—	—
Price T Rowe Associates Inc	N/A	—	43,411	-43,411	-100%	$1.1M	—	—	—
Trexquant Investment LP	N/A	—	35,272	-35,272	-100%	$865.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	30,731	-30,731	-100%	$753.8K	—	—	—
Franklin Resources Inc	N/A	—	28,664	-28,664	-100%	$703.1K	—	—	—
Globeflex Capital L P	N/A	—	28,427	-28,427	-100%	$697.3K	—	—	—
Invesco Ltd.	N/A	—	23,426	-23,426	-100%	$574.6K	—	—	—
XTX Topco Ltd	N/A	—	22,246	-22,246	-100%	$545.7K	—	—	—
Raymond James Financial Inc	N/A	—	20,236	-20,236	-100%	$496.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	16,900	-16,900	-100%	$414.6K	—	—	—
Partners Capital Investment Group, LLP	N/A	—	15,341	-15,341	-100%	$376.3K	—	—	—
HSBC Holdings PLC	N/A	—	14,555	-14,555	-100%	$364.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	12,666	-12,666	-100%	$310.7K	—	—	—
SEI Investments Co	N/A	—	12,491	-12,491	-100%	$306.4K	—	—	—
FMR LLC	N/A	—	11,767	-11,767	-100%	$288.6K	—	—	—
Rhumbline Advisers	N/A	—	11,763	-11,763	-100%	$288.5K	—	—	—
Empowered Funds, LLC	N/A	—	9,627	-9,627	-100%	$236.2K	—	—	—
IEQ Capital, LLC	N/A	—	9,046	-9,046	-100%	$221.9K	—	—	—
Quinn Opportunity Partners LLC	N/A	—	8,703	-8,703	-100%	$213.5K	—	—	—
Wells Fargo & Company	N/A	—	8,584	-8,584	-100%	$210.6K	—	—	—
Mcmorgan & Co LLC	N/A	—	8,519	-8,519	-100%	$209.0K	—	—	—
Mariner, LLC	N/A	—	8,311	-8,311	-100%	$203.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	5,580	-5,580	-100%	$136.9K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	4,843	-4,843	-100%	$118.8K	—	—	—
JPMorgan Chase & Co	N/A	—	4,563	-4,563	-100%	$116.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,512	-4,512	-100%	$110.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,334	-4,334	-100%	$106.3K	—	—	—
UBS Group AG	N/A	—	3,337	-3,337	-100%	$81.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	3,259	-3,259	-100%	$79.9K	—	—	—
Arax Advisory Partners	N/A	—	2,723	-2,723	-100%	$66.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,389	-2,389	-100%	$58.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,279	-2,279	-100%	$55.9K	—	—	—
New York State Common Retirement Fund	N/A	—	2,098	-2,098	-100%	$51.5K	—	—	—
Wiser Advisor Group LLC	N/A	—	1,812	-1,812	-100%	$44.4K	—	—	—
Royal Bank of Canada	N/A	—	1,613	-1,613	-100%	$40.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,139	-1,139	-100%	$27.9K	—	—	—
Legal & General Group Plc	N/A	—	1,037	-1,037	-100%	$25.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	813	-813	-100%	$19.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	162	-162	-100%	$4.0K	—	—	—
California State Teachers Retirement System	N/A	—	130	-130	-100%	$3.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	109	-109	-100%	$2.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	72	-72	-100%	$1.8K	—	—	—
Quarry LP	N/A	—	50	-50	-100%	$1.2K	—	—	—
Rothschild Investment LLC	N/A	—	41	-41	-100%	$1.0K	—	—	—
Investors Portfolio Services LLC	N/A	—	31	-31	-100%	$760	—	—	—
UBS Asset Management Americas LLC	N/A	—	28	-28	-100%	$687	—	—	—
Jones Financial Companies Lllp	N/A	—	15	-15	-100%	$373	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$25	—	—	—

Showing 116 of 116 institutions