Fresenius Medical Care (FMS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Pzena Investment Management LLC

INCREASED

Shares16,617,575 from 14,992,081

Change+1,625,494 (+11%)

Value$371.9M (+$32.9M)

Filed 2026-10-30

Todd Asset Management LLC

INCREASED

Shares1,761,483 from 1,305,386

Change+456,097 (+35%)

Value$39.4M (+$9.9M)

Filed 2026-10-27

ABC Arbitrage SA

INCREASED

Shares630,995 from 239,751

Change+391,244 (+163%)

Value$14.1M (+$8.7M)

Filed 2026-10-23

Moran Wealth Management, LLC

INCREASED

Shares381,352 from 362,438

Change+18,914 (+5%)

Value$8.5M (+$339.9K)

Filed 2026-10-22

Creative Planning

INCREASED

Shares337,805 from 297,333

Change+40,472 (+14%)

Value$7.6M (+$837.4K)

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares205,424 from 182,569

Change+22,855 (+13%)

Value$4.6M (+$469.5K)

Filed 2026-10-21

NIA Impact Advisors, LLC

INCREASED

Shares145,883 from 136,769

Change+9,114 (+7%)

Value$3.3M (+$172.5K)

Filed 2026-11-04

Ritholtz Wealth Management

INCREASED

Shares135,135 from 128,403

Change+6,732 (+5%)

Value$3.0M (+$121.1K)

Filed 2026-11-05

Searle & Co.

UNCHANGED

Shares80,725 from 80,725

Change0 (0%)

Value$1.8M (-$18.6K)

Filed 2026-11-04

Crossmark Global Holdings, Inc.

INCREASED

Shares63,752 from 57,893

Change+5,859 (+10%)

Value$1.4M (+$117.8K)

Filed 2026-10-21

LPL Financial LLC

INCREASED

Shares57,402 from 56,890

Change+512 (+1%)

Value$1.3M (-$1.6K)

Filed 2026-11-06

Barclays PLC

NEW

Shares51,911

Change+51,911

Value$1.2M

Filed 2026-11-06

Quadrant Capital Group LLC

INCREASED

Shares42,956 from 31,538

Change+11,418 (+36%)

Value$905.5K (+$192.4K)

Filed 2026-10-20

Uncommon Cents Investing Inc

DECREASED

Shares40,220 from 40,545

Change-325 (-1%)

Value$900.1K (-$16.6K)

Filed 2026-10-20

Highland Capital Management, LLC

DECREASED

Shares36,375 from 36,700

Change-325 (-1%)

Value$814.1K (-$15.7K)

Filed 2026-10-26

Ethic Inc.

DECREASED

Shares31,646 from 31,911

Change-265 (-1%)

Value$708.2K (-$13.3K)

Filed 2026-11-03

Oppenheimer Asset Management Inc.

INCREASED

Shares30,791 from 30,010

Change+781 (+3%)

Value$689.1K (+$10.6K)

Filed 2026-10-27

Bank of New York Mellon Corp

INCREASED

Shares28,468 from 28,081

Change+387 (+1%)

Value$637.1K (+$2.2K)

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares25,653 from 18,375

Change+7,278 (+40%)

Value$574.1K (+$158.7K)

Filed 2026-11-05

Dimensional Fund Advisors LP

INCREASED

Shares25,163 from 20,729

Change+4,434 (+21%)

Value$563.1K (+$94.5K)

Filed 2026-11-04

Lanark Financial, Inc.

INCREASED

Shares24,706 from 24,007

Change+699 (+3%)

Value$552.9K (+$10.1K)

Filed 2026-10-26

Russell Investments Group, Ltd.

INCREASED

Shares22,959 from 13,726

Change+9,233 (+67%)

Value$513.8K (+$203.5K)

Filed 2026-11-06

DMC Group, LLC

INCREASED

Shares22,859 from 21,588

Change+1,271 (+6%)

Value$511.6K (+$23.5K)

Filed 2026-10-26

Ping Capital Management, Inc.

INCREASED

Shares22,000 from 15,000

Change+7,000 (+47%)

Value$492.4K (+$153.2K)

Filed 2026-10-13

Lester Murray Antman dba SimplyRich

NEW

Shares20,814

Change+20,814

Value$465.8K

Filed 2026-11-06

US Bancorp \de\

DECREASED

Shares20,277 from 21,069

Change-792 (-4%)

Value$453.8K (-$22.6K)

Filed 2026-11-05

Kathmere Capital Management, LLC

INCREASED

Shares19,818 from 16,013

Change+3,805 (+24%)

Value$443.5K (+$81.5K)

Filed 2026-10-20

Gamma Investing LLC

DECREASED

Shares19,350 from 21,695

Change-2,345 (-11%)

Value$433.1K (-$57.5K)

Filed 2026-10-08

Aaron Wealth Advisors LLC

DECREASED

Shares17,316 from 18,099

Change-783 (-4%)

Value$387.5K (-$21.7K)

Filed 2026-10-13

Transmarket Holdings LP

INCREASED

Shares17,311 from 12,979

Change+4,332 (+33%)

Value$387.4K (+$94.0K)

Filed 2026-10-27

Meyer Handelman Co

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$358.1K (-$3.7K)

Filed 2026-10-28

UMB Bank, n.a.

UNCHANGED

Shares15,209 from 15,209

Change0 (0%)

Value$340.4K (-$3.5K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,617 from 11,706

Change+2,911 (+25%)

Value$305.2K (+$24.0K)

Filed 2026-10-13

LVW Advisors, LLC

INCREASED

Shares13,713 from 10,627

Change+3,086 (+29%)

Value$306.9K (+$66.6K)

Filed 2026-10-19

Truist Financial Corp

INCREASED

Shares13,632 from 12,667

Change+965 (+8%)

Value$305.1K (+$18.7K)

Filed 2026-10-30

Lodestar Private Asset Management LLC

DECREASED

Shares13,301 from 13,532

Change-231 (-2%)

Value$297.7K (-$8.3K)

Filed 2026-10-26

Geode Capital Management, LLC

UNCHANGED

Shares12,588 from 12,588

Change0 (0%)

Value$281.7K (-$2.9K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

NEW

Shares12,418

Change+12,418

Value$277.9K

Filed 2026-11-02

Trek Financial, LLC

INCREASED

Shares12,350 from 11,310

Change+1,040 (+9%)

Value$276.4K (+$20.7K)

Filed 2026-10-29

Baron Wealth Management LLC

DECREASED

Shares12,188 from 14,860

Change-2,672 (-18%)

Value$272.8K (-$63.2K)

Filed 2026-10-27

Evergreen Capital Management LLC

DECREASED

Shares12,098 from 18,485

Change-6,387 (-35%)

Value$270.8K (-$147.2K)

Filed 2026-10-23

Versant Capital Management, Inc

DECREASED

Shares11,570 from 15,507

Change-3,937 (-25%)

Value$258.9K (-$91.7K)

Filed 2026-10-02

Signaturefd, LLC

INCREASED

Shares11,540 from 9,947

Change+1,593 (+16%)

Value$258.3K (+$33.4K)

Filed 2026-10-23

PKS Advisory Services, LLC

UNCHANGED

Shares9,885 from 9,885

Change0 (0%)

Value$223.5K ($0)

Filed 2026-10-26

Savant Capital, LLC

NEW

Shares9,551

Change+9,551

Value$213.8K

Filed 2026-11-06

PNC Financial Services Group, Inc.

DECREASED

Shares9,117 from 9,684

Change-567 (-6%)

Value$204.0K (-$14.9K)

Filed 2026-11-06

Simplex Trading, LLC

NEW

Shares6,464

Change+6,464

Value$144.7K

Filed 2026-11-04

Cacti Asset Management LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$133.6K (-$2.0K)

Filed 2026-10-01

Parallel Advisors, LLC

INCREASED

Shares4,326 from 4,195

Change+131 (+3%)

Value$96.8K (+$2.0K)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares3,552 from 3,552

Change0 (0%)

Value$80.3K ($0)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares2,882 from 2,413

Change+469 (+19%)

Value$64.5K (+$9.9K)

Filed 2026-11-04

Ascentis Wealth Management, LLC

NEW

Shares2,577

Change+2,577

Value$57.7K

Filed 2026-11-03

Cromwell Holdings LLC

UNCHANGED

Shares2,275 from 2,275

Change0 (0%)

Value$50.9K (-$523)

Filed 2026-10-28

Farther Finance Advisors, LLC

INCREASED

Shares1,915 from 1,377

Change+538 (+39%)

Value$42.9K (+$11.7K)

Filed 2026-10-08

Cape Investment Advisory, Inc.

DECREASED

Shares1,718 from 1,722

Change-4 (0%)

Value$38.4K (-$486)

Filed 2026-10-13

Clearstead Advisors, LLC

INCREASED

Shares1,625 from 1,613

Change+12 (+1%)

Value$36.4K (-$102)

Filed 2026-11-06

Hartford Financial Management Inc.

UNCHANGED

Shares1,508 from 1,508

Change0 (0%)

Value$33.8K (-$346)

Filed 2026-10-21

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares1,417 from 1,473

Change-56 (-4%)

Value$31.7K (-$1.6K)

Filed 2026-10-27

Mather Group, Llc.

INCREASED

Shares1,407 from 150

Change+1,257 (+838%)

Value$31.5K (+$28.1K)

Filed 2026-10-14

Blue Trust, Inc.

DECREASED

Shares1,397 from 3,884

Change-2,487 (-64%)

Value$31.3K (-$56.6K)

Filed 2026-10-15

Valley National Advisers Inc

UNCHANGED

Shares1,324 from 1,324

Change0 (0%)

Value$29.6K (-$304)

Filed 2026-10-23

Davis Capital Management

UNCHANGED

Shares1,292 from 1,292

Change0 (0%)

Value$28.9K (-$297)

Filed 2026-10-08

TD Waterhouse Canada Inc.

UNCHANGED

Shares1,256 from 1,256

Change0 (0%)

Value$28.0K (-$735)

Filed 2026-10-16

Citigroup Inc

INCREASED

Shares1,194 from 850

Change+344 (+40%)

Value$26.7K (+$7.5K)

Filed 2026-11-04

Centerpoint Advisors, LLC

UNCHANGED

Shares944 from 944

Change0 (0%)

Value$21.0K (+$21.0K)

Filed 2026-11-05

Loring Wolcott & Coolidge Fiduciary Advisors LLP

UNCHANGED

Shares926 from 926

Change0 (0%)

Value$20.7K (-$213)

Filed 2026-10-23

Leonteq Securities AG

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$16.8K (-$173)

Filed 2026-10-29

Larson Financial Group LLC

INCREASED

Shares692 from 669

Change+23 (+3%)

Value$15.5K (+$361)

Filed 2026-11-05

Pinnacle Bancorp, Inc.

UNCHANGED

Shares633 from 633

Change0 (0%)

Value$14.2K (-$145)

Filed 2026-10-21

Montag A & Associates Inc

UNCHANGED

Shares586 from 586

Change0 (0%)

Value$13.1K (-$135)

Filed 2026-10-29

Eastern Bank

DECREASED

Shares578 from 591

Change-13 (-2%)

Value$12.9K (-$427)

Filed 2026-10-05

Salomon & Ludwin, LLC

DECREASED

Shares524 from 598

Change-74 (-12%)

Value$11.7K (-$1.9K)

Filed 2026-10-29

MB, Levis & Associates, LLC

UNCHANGED

Shares478 from 478

Change0 (0%)

Value$10.7K (-$110)

Filed 2026-10-16

Financial Consulate, Inc

INCREASED

Shares470 from 460

Change+10 (+2%)

Value$10.5K (+$118)

Filed 2026-10-23

IFP Advisors, Inc

UNCHANGED

Shares464 from 464

Change0 (0%)

Value$10.4K (-$107)

Filed 2026-10-16

Brown, Lisle Ings, Inc.

UNCHANGED

Shares419 from 419

Change0 (0%)

Value$9.4K (-$97)

Filed 2026-10-16

Markowski Investments

UNCHANGED

Shares409 from 409

Change0 (0%)

Value$9.2K (-$95)

Filed 2026-10-30

First Command Advisory Services, Inc.

INCREASED

Shares406 from 71

Change+335 (+472%)

Value$9.1K (+$7.5K)

Filed 2026-11-05

TD Private Client Wealth LLC

INCREASED

Shares320 from 314

Change+6 (+2%)

Value$7.2K (+$62)

Filed 2026-10-28

Jnba Financial Advisors

UNCHANGED

Shares301 from 301

Change0 (0%)

Value$6.7K (-$69)

Filed 2026-11-03

Silver Grove Financial Group, Inc.

DECREASED

Shares277 from 330

Change-53 (-16%)

Value$6.2K (-$1.3K)

Filed 2026-11-05

SBI Securities Co., Ltd.

INCREASED

Shares270 from 269

Change+1 (+0%)

Value$6.0K (-$39)

Filed 2026-10-22

Elevation Wealth Partners, LLC

UNCHANGED

Shares259 from 259

Change0 (0%)

Value$5.8K (-$59)

Filed 2026-10-07

True Wealth Design, LLC

DECREASED

Shares258 from 338

Change-80 (-24%)

Value$5.8K (-$1.9K)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares248

Change+248

Value$5.6K

Filed 2026-10-21

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.5K (-$46)

Filed 2026-11-02

Provenance Wealth Advisors, LLC

NEW

Shares176

Change+176

Value$3.9K

Filed 2026-10-30

Owl Creek Wealth Partners LLC

DECREASED

Shares165 from 540

Change-375 (-69%)

Value$3.7K (-$8.5K)

Filed 2026-10-20

Rothwell Investment Advisors, LLC

NEW

Shares157

Change+157

Value$3.5K

Filed 2026-11-06

Creative Financial Designs Inc

INCREASED

Shares94 from 82

Change+12 (+15%)

Value$2.1K (+$250)

Filed 2026-11-04

JFS Wealth Advisors, LLC

INCREASED

Shares91 from 79

Change+12 (+15%)

Value$2.0K (+$250)

Filed 2026-11-03

Signature Equity Partners, LLC

DECREASED

Shares89 from 104

Change-15 (-14%)

Value$2.0K (-$359)

Filed 2026-10-29

Highline Wealth Partners LLC

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$1.9K (-$20)

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$1.9K (-$19)

Filed 2026-10-20

Physician Wealth Advisors, Inc.

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$1.7K (-$17)

Filed 2026-10-20

West Financial Advisors, LLC

NEW

Shares66

Change+66

Value$1.5K

Filed 2026-10-22

Parkside Financial Bank & Trust

DECREASED

Shares64 from 118

Change-54 (-46%)

Value$1.4K (-$1.2K)

Filed 2026-10-27

GK Wealth Management LLC

NEW

Shares62

Change+62

Value$1.4K

Filed 2026-10-09

Retirement Wealth Solutions LLC

INCREASED

Shares62 from 33

Change+29 (+88%)

Value$1.4K (+$641)

Filed 2026-10-07

Arlington Trust Co LLC

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$1.4K (-$14)

Filed 2026-10-20

American Capital Advisory, LLC

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$582 (-$6)

Filed 2026-10-28

GHP Investment Advisors, Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$538 (-$5)

Filed 2026-10-15

Investors Research Corp

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$470 (-$5)

Filed 2026-10-07

Burk Holdings LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$448 (-$4)

Filed 2026-11-05

MV Capital Management, Inc.

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$426 (-$4)

Filed 2026-10-29

Planning Strategies Inc.

NEW

Shares18

Change+18

Value$403

Filed 2026-10-02

Nisa Investment Advisors, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$336 (-$3)

Filed 2026-10-20

Proathlete Wealth Management LLC

NEW

Shares13

Change+13

Value$290

Filed 2026-10-15

Elyxium Wealth, LLC

NEW

Shares9

Change+9

Value$201

Filed 2026-10-27

Abound Wealth Management

DECREASED

Shares4 from 6

Change-2 (-33%)

Value$90 (-$46)

Filed 2026-10-26

Gilpin Wealth Management, LLC

NEW

Shares3

Change+3

Value$68

Filed 2026-10-09

Monetary Solutions, Ltd

DECREASED

Shares3 from 4

Change-1 (-25%)

Value$67 (-$23)

Filed 2026-10-22

Triumph Capital Management

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$67 (-$1)

Filed 2026-10-14

Riverwater Partners LLC

CLOSED

Shares0 from 15,306

Change-15,306 (-100%)

Value$0 (-$346.1K)

Filed 2026-11-03

D'Orazio & Associates, Inc.

CLOSED

Shares0 from 13,511

Change-13,511 (-100%)

Value$0 (-$305.5K)

Filed 2026-11-04

Kimelman & Baird, LLC

CLOSED

Shares0 from 9,734

Change-9,734 (-100%)

Value$0 (-$220.1K)

Filed 2026-11-03

HUB Investment Partners, LLC

CLOSED

Shares0 from 9,147

Change-9,147 (-100%)

Value$0 (-$206.8K)

Filed 2026-11-03

Franklin Street Advisors Inc

CLOSED

Shares0 from 8,896

Change-8,896 (-100%)

Value$0 (-$201.1K)

Filed 2026-10-13

Commons Capital, LLC

CLOSED

Shares0 from 8,895

Change-8,895 (-100%)

Value$0 (-$201.1K)

Filed 2026-11-05

Arbor Investment Advisors, LLC

CLOSED

Shares0 from 8,874

Change-8,874 (-100%)

Value$0 (-$200.6K)

Filed 2026-10-26

Guardian Partners Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$22.6K)

Filed 2026-10-21

James T. Borello RIA

CLOSED

Shares0 from 235

Change-235 (-100%)

Value$0 (-$5.3K)

Filed 2026-10-16

LifeSteps Financial, Inc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$4.5K)

Filed 2026-10-15

Kelleher Financial Advisors

CLOSED

Shares0 from 143

Change-143 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-30

Cornerstone Planning Group LLC

CLOSED

Shares0 from 116

Change-116 (-100%)

Value$0 (-$2.8K)

Filed 2026-10-16

Bell Investment Advisors, Inc

CLOSED

Shares0 from 84

Change-84 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-29

Stone House Investment Management, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$565)

Filed 2026-10-23

Deutsche Bank Ag\

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$497)

Filed 2026-11-06

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$384)

Filed 2026-11-04

SJS Investment Consulting Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$227)

Filed 2026-10-26

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$68)

Filed 2026-10-27

Axiom Investment Management LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$45)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 4,347,748

Change-4,347,748 (-100%)

Value—

Dodge & COX

N/A

Shares— from 3,826,910

Change-3,826,910 (-100%)

Value—

Fiduciary Management Inc

N/A

Shares— from 2,937,829

Change-2,937,829 (-100%)

Value—

Brandes Investment Partners, LP

N/A

Shares— from 1,916,090

Change-1,916,090 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 1,571,805

Change-1,571,805 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 898,668

Change-898,668 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 860,302

Change-860,302 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 816,200

Change-816,200 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 527,966

Change-527,966 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 465,587

Change-465,587 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 428,696

Change-428,696 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 384,960

Change-384,960 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 381,361

Change-381,361 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 364,770

Change-364,770 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 262,797

Change-262,797 (-100%)

Value—

FMR LLC

N/A

Shares— from 245,682

Change-245,682 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 222,165

Change-222,165 (-100%)

Value—

UBS Group AG

N/A

Shares— from 219,748

Change-219,748 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 210,747

Change-210,747 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 205,722

Change-205,722 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 179,887

Change-179,887 (-100%)

Value—

Cinctive Capital Management LP

N/A

Shares— from 167,016

Change-167,016 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 101,878

Change-101,878 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 99,790

Change-99,790 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 95,180

Change-95,180 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 89,267

Change-89,267 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 89,122

Change-89,122 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 84,703

Change-84,703 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 83,644

Change-83,644 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 82,644

Change-82,644 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 82,048

Change-82,048 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 76,829

Change-76,829 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 71,001

Change-71,001 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 69,638

Change-69,638 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 66,897

Change-66,897 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 66,073

Change-66,073 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 62,368

Change-62,368 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 60,931

Change-60,931 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 59,517

Change-59,517 (-100%)

Value—

Barometer Capital Management Inc.

N/A

Shares— from 58,200

Change-58,200 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 57,673

Change-57,673 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 57,365

Change-57,365 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 56,827

Change-56,827 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 45,425

Change-45,425 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 43,841

Change-43,841 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 42,231

Change-42,231 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 40,709

Change-40,709 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 39,527

Change-39,527 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 38,751

Change-38,751 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 38,048

Change-38,048 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 37,189

Change-37,189 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 28,855

Change-28,855 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 28,469

Change-28,469 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 28,228

Change-28,228 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 28,057

Change-28,057 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 27,642

Change-27,642 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 27,587

Change-27,587 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 26,305

Change-26,305 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 21,763

Change-21,763 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 21,586

Change-21,586 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 21,164

Change-21,164 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 21,134

Change-21,134 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 20,853

Change-20,853 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 19,651

Change-19,651 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 18,702

Change-18,702 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 17,122

Change-17,122 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 16,716

Change-16,716 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 15,944

Change-15,944 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 15,357

Change-15,357 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14,925

Change-14,925 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14,547

Change-14,547 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 14,314

Change-14,314 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,298

Change-13,298 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 12,902

Change-12,902 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 12,804

Change-12,804 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 12,784

Change-12,784 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 12,711

Change-12,711 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 12,593

Change-12,593 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 11,586

Change-11,586 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 10,482

Change-10,482 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 10,479

Change-10,479 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 10,341

Change-10,341 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 2,563

Change-2,563 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,541

Change-2,541 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,077

Change-2,077 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,060

Change-2,060 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,808

Change-1,808 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,760

Change-1,760 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,073

Change-1,073 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 945

Change-945 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 687

Change-687 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 669

Change-669 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 413

Change-413 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 285

Change-285 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 264

Change-264 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 219

Change-219 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 212

Change-212 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 204

Change-204 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 193

Change-193 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 181

Change-181 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 112

Change-112 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 88

Change-88 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 81

Change-81 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 68

Change-68 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 67

Change-67 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 65

Change-65 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 53

Change-53 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 49

Change-49 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 24

Change-24 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Motco

N/A

Shares— from 16

Change-16 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Pzena Investment Management LLC	INCREASED	16,617,575	14,992,081	+1,625,494	+11%	$339.0M	$371.9M	+$32.9M	2026-10-30
Todd Asset Management LLC	INCREASED	1,761,483	1,305,386	+456,097	+35%	$29.5M	$39.4M	+$9.9M	2026-10-27
ABC Arbitrage SA	INCREASED	630,995	239,751	+391,244	+163%	$5.4M	$14.1M	+$8.7M	2026-10-23
Moran Wealth Management, LLC	INCREASED	381,352	362,438	+18,914	+5%	$8.2M	$8.5M	+$339.9K	2026-10-22
Creative Planning	INCREASED	337,805	297,333	+40,472	+14%	$6.7M	$7.6M	+$837.4K	2026-11-02
Assetmark, Inc	INCREASED	205,424	182,569	+22,855	+13%	$4.1M	$4.6M	+$469.5K	2026-10-21
NIA Impact Advisors, LLC	INCREASED	145,883	136,769	+9,114	+7%	$3.1M	$3.3M	+$172.5K	2026-11-04
Ritholtz Wealth Management	INCREASED	135,135	128,403	+6,732	+5%	$2.9M	$3.0M	+$121.1K	2026-11-05
Searle & Co.	UNCHANGED	80,725	80,725	0	0%	$1.8M	$1.8M	-$18.6K	2026-11-04
Crossmark Global Holdings, Inc.	INCREASED	63,752	57,893	+5,859	+10%	$1.3M	$1.4M	+$117.8K	2026-10-21
LPL Financial LLC	INCREASED	57,402	56,890	+512	+1%	$1.3M	$1.3M	-$1.6K	2026-11-06
Barclays PLC	NEW	51,911	—	+51,911	—	—	$1.2M	—	2026-11-06
Quadrant Capital Group LLC	INCREASED	42,956	31,538	+11,418	+36%	$713.1K	$905.5K	+$192.4K	2026-10-20
Uncommon Cents Investing Inc	DECREASED	40,220	40,545	-325	-1%	$916.7K	$900.1K	-$16.6K	2026-10-20
Highland Capital Management, LLC	DECREASED	36,375	36,700	-325	-1%	$829.8K	$814.1K	-$15.7K	2026-10-26
Ethic Inc.	DECREASED	31,646	31,911	-265	-1%	$721.5K	$708.2K	-$13.3K	2026-11-03
Oppenheimer Asset Management Inc.	INCREASED	30,791	30,010	+781	+3%	$678.5K	$689.1K	+$10.6K	2026-10-27
Bank of New York Mellon Corp	INCREASED	28,468	28,081	+387	+1%	$634.9K	$637.1K	+$2.2K	2026-11-05
Fifth Third Bancorp	INCREASED	25,653	18,375	+7,278	+40%	$415.5K	$574.1K	+$158.7K	2026-11-05
Dimensional Fund Advisors LP	INCREASED	25,163	20,729	+4,434	+21%	$468.7K	$563.1K	+$94.5K	2026-11-04
Lanark Financial, Inc.	INCREASED	24,706	24,007	+699	+3%	$542.8K	$552.9K	+$10.1K	2026-10-26
Russell Investments Group, Ltd.	INCREASED	22,959	13,726	+9,233	+67%	$310.4K	$513.8K	+$203.5K	2026-11-06
DMC Group, LLC	INCREASED	22,859	21,588	+1,271	+6%	$488.1K	$511.6K	+$23.5K	2026-10-26
Ping Capital Management, Inc.	INCREASED	22,000	15,000	+7,000	+47%	$339.2K	$492.4K	+$153.2K	2026-10-13
Lester Murray Antman dba SimplyRich	NEW	20,814	—	+20,814	—	—	$465.8K	—	2026-11-06
US Bancorp \de\	DECREASED	20,277	21,069	-792	-4%	$476.4K	$453.8K	-$22.6K	2026-11-05
Kathmere Capital Management, LLC	INCREASED	19,818	16,013	+3,805	+24%	$362.1K	$443.5K	+$81.5K	2026-10-20
Gamma Investing LLC	DECREASED	19,350	21,695	-2,345	-11%	$490.5K	$433.1K	-$57.5K	2026-10-08
Aaron Wealth Advisors LLC	DECREASED	17,316	18,099	-783	-4%	$409.2K	$387.5K	-$21.7K	2026-10-13
Transmarket Holdings LP	INCREASED	17,311	12,979	+4,332	+33%	$293.5K	$387.4K	+$94.0K	2026-10-27
Meyer Handelman Co	UNCHANGED	16,000	16,000	0	0%	$361.8K	$358.1K	-$3.7K	2026-10-28
UMB Bank, n.a.	UNCHANGED	15,209	15,209	0	0%	$343.9K	$340.4K	-$3.5K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	14,617	11,706	+2,911	+25%	$281.2K	$305.2K	+$24.0K	2026-10-13
LVW Advisors, LLC	INCREASED	13,713	10,627	+3,086	+29%	$240.3K	$306.9K	+$66.6K	2026-10-19
Truist Financial Corp	INCREASED	13,632	12,667	+965	+8%	$286.4K	$305.1K	+$18.7K	2026-10-30
Lodestar Private Asset Management LLC	DECREASED	13,301	13,532	-231	-2%	$306.0K	$297.7K	-$8.3K	2026-10-26
Geode Capital Management, LLC	UNCHANGED	12,588	12,588	0	0%	$284.6K	$281.7K	-$2.9K	2026-11-06
Commonwealth Equity Services, LLC	NEW	12,418	—	+12,418	—	—	$277.9K	—	2026-11-02
Trek Financial, LLC	INCREASED	12,350	11,310	+1,040	+9%	$255.7K	$276.4K	+$20.7K	2026-10-29
Baron Wealth Management LLC	DECREASED	12,188	14,860	-2,672	-18%	$336.0K	$272.8K	-$63.2K	2026-10-27
Evergreen Capital Management LLC	DECREASED	12,098	18,485	-6,387	-35%	$417.9K	$270.8K	-$147.2K	2026-10-23
Versant Capital Management, Inc	DECREASED	11,570	15,507	-3,937	-25%	$350.6K	$258.9K	-$91.7K	2026-10-02
Signaturefd, LLC	INCREASED	11,540	9,947	+1,593	+16%	$224.9K	$258.3K	+$33.4K	2026-10-23
PKS Advisory Services, LLC	UNCHANGED	9,885	9,885	0	0%	$223.5K	$223.5K	$0	2026-10-26
Savant Capital, LLC	NEW	9,551	—	+9,551	—	—	$213.8K	—	2026-11-06
PNC Financial Services Group, Inc.	DECREASED	9,117	9,684	-567	-6%	$219.0K	$204.0K	-$14.9K	2026-11-06
Simplex Trading, LLC	NEW	6,464	—	+6,464	—	—	$144.7K	—	2026-11-04
Cacti Asset Management LLC	UNCHANGED	6,000	6,000	0	0%	$135.7K	$133.6K	-$2.0K	2026-10-01
Parallel Advisors, LLC	INCREASED	4,326	4,195	+131	+3%	$94.8K	$96.8K	+$2.0K	2026-11-03
Allworth Financial LP	UNCHANGED	3,552	3,552	0	0%	$80.3K	$80.3K	$0	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	2,882	2,413	+469	+19%	$54.6K	$64.5K	+$9.9K	2026-11-04
Ascentis Wealth Management, LLC	NEW	2,577	—	+2,577	—	—	$57.7K	—	2026-11-03
Cromwell Holdings LLC	UNCHANGED	2,275	2,275	0	0%	$51.4K	$50.9K	-$523	2026-10-28
Farther Finance Advisors, LLC	INCREASED	1,915	1,377	+538	+39%	$31.1K	$42.9K	+$11.7K	2026-10-08
Cape Investment Advisory, Inc.	DECREASED	1,718	1,722	-4	0%	$38.9K	$38.4K	-$486	2026-10-13
Clearstead Advisors, LLC	INCREASED	1,625	1,613	+12	+1%	$36.5K	$36.4K	-$102	2026-11-06
Hartford Financial Management Inc.	UNCHANGED	1,508	1,508	0	0%	$34.1K	$33.8K	-$346	2026-10-21
Pinnacle Wealth Planning Services, Inc.	DECREASED	1,417	1,473	-56	-4%	$33.3K	$31.7K	-$1.6K	2026-10-27
Mather Group, Llc.	INCREASED	1,407	150	+1,257	+838%	$3.4K	$31.5K	+$28.1K	2026-10-14
Blue Trust, Inc.	DECREASED	1,397	3,884	-2,487	-64%	$87.8K	$31.3K	-$56.6K	2026-10-15
Valley National Advisers Inc	UNCHANGED	1,324	1,324	0	0%	$29.9K	$29.6K	-$304	2026-10-23
Davis Capital Management	UNCHANGED	1,292	1,292	0	0%	$29.2K	$28.9K	-$297	2026-10-08
TD Waterhouse Canada Inc.	UNCHANGED	1,256	1,256	0	0%	$28.7K	$28.0K	-$735	2026-10-16
Citigroup Inc	INCREASED	1,194	850	+344	+40%	$19.2K	$26.7K	+$7.5K	2026-11-04
Centerpoint Advisors, LLC	UNCHANGED	944	944	0	0%	$21	$21.0K	+$21.0K	2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP	UNCHANGED	926	926	0	0%	$20.9K	$20.7K	-$213	2026-10-23
Leonteq Securities AG	UNCHANGED	750	750	0	0%	$17.0K	$16.8K	-$173	2026-10-29
Larson Financial Group LLC	INCREASED	692	669	+23	+3%	$15.1K	$15.5K	+$361	2026-11-05
Pinnacle Bancorp, Inc.	UNCHANGED	633	633	0	0%	$14.3K	$14.2K	-$145	2026-10-21
Montag A & Associates Inc	UNCHANGED	586	586	0	0%	$13.3K	$13.1K	-$135	2026-10-29
Eastern Bank	DECREASED	578	591	-13	-2%	$13.4K	$12.9K	-$427	2026-10-05
Salomon & Ludwin, LLC	DECREASED	524	598	-74	-12%	$13.7K	$11.7K	-$1.9K	2026-10-29
MB, Levis & Associates, LLC	UNCHANGED	478	478	0	0%	$10.8K	$10.7K	-$110	2026-10-16
Financial Consulate, Inc	INCREASED	470	460	+10	+2%	$10.4K	$10.5K	+$118	2026-10-23
IFP Advisors, Inc	UNCHANGED	464	464	0	0%	$10.5K	$10.4K	-$107	2026-10-16
Brown, Lisle Ings, Inc.	UNCHANGED	419	419	0	0%	$9.5K	$9.4K	-$97	2026-10-16
Markowski Investments	UNCHANGED	409	409	0	0%	$9.3K	$9.2K	-$95	2026-10-30
First Command Advisory Services, Inc.	INCREASED	406	71	+335	+472%	$1.6K	$9.1K	+$7.5K	2026-11-05
TD Private Client Wealth LLC	INCREASED	320	314	+6	+2%	$7.1K	$7.2K	+$62	2026-10-28
Jnba Financial Advisors	UNCHANGED	301	301	0	0%	$6.8K	$6.7K	-$69	2026-11-03
Silver Grove Financial Group, Inc.	DECREASED	277	330	-53	-16%	$7.5K	$6.2K	-$1.3K	2026-11-05
SBI Securities Co., Ltd.	INCREASED	270	269	+1	+0%	$6.1K	$6.0K	-$39	2026-10-22
Elevation Wealth Partners, LLC	UNCHANGED	259	259	0	0%	$5.9K	$5.8K	-$59	2026-10-07
True Wealth Design, LLC	DECREASED	258	338	-80	-24%	$7.6K	$5.8K	-$1.9K	2026-10-13
Root Financial Partners, LLC	NEW	248	—	+248	—	—	$5.6K	—	2026-10-21
Quest 10 Wealth Builders, Inc.	UNCHANGED	200	200	0	0%	$4.5K	$4.5K	-$46	2026-11-02
Provenance Wealth Advisors, LLC	NEW	176	—	+176	—	—	$3.9K	—	2026-10-30
Owl Creek Wealth Partners LLC	DECREASED	165	540	-375	-69%	$12.2K	$3.7K	-$8.5K	2026-10-20
Rothwell Investment Advisors, LLC	NEW	157	—	+157	—	—	$3.5K	—	2026-11-06
Creative Financial Designs Inc	INCREASED	94	82	+12	+15%	$1.9K	$2.1K	+$250	2026-11-04
JFS Wealth Advisors, LLC	INCREASED	91	79	+12	+15%	$1.8K	$2.0K	+$250	2026-11-03
Signature Equity Partners, LLC	DECREASED	89	104	-15	-14%	$2.4K	$2.0K	-$359	2026-10-29
Highline Wealth Partners LLC	UNCHANGED	85	85	0	0%	$1.9K	$1.9K	-$20	2026-10-19
Private Trust Co NA	UNCHANGED	84	84	0	0%	$1.9K	$1.9K	-$19	2026-10-20
Physician Wealth Advisors, Inc.	UNCHANGED	74	74	0	0%	$1.7K	$1.7K	-$17	2026-10-20
West Financial Advisors, LLC	NEW	66	—	+66	—	—	$1.5K	—	2026-10-22
Parkside Financial Bank & Trust	DECREASED	64	118	-54	-46%	$2.7K	$1.4K	-$1.2K	2026-10-27
GK Wealth Management LLC	NEW	62	—	+62	—	—	$1.4K	—	2026-10-09
Retirement Wealth Solutions LLC	INCREASED	62	33	+29	+88%	$747	$1.4K	+$641	2026-10-07
Arlington Trust Co LLC	UNCHANGED	61	61	0	0%	$1.4K	$1.4K	-$14	2026-10-20
American Capital Advisory, LLC	UNCHANGED	26	26	0	0%	$588	$582	-$6	2026-10-28
GHP Investment Advisors, Inc.	UNCHANGED	24	24	0	0%	$543	$538	-$5	2026-10-15
Investors Research Corp	UNCHANGED	21	21	0	0%	$475	$470	-$5	2026-10-07
Burk Holdings LLC	UNCHANGED	20	20	0	0%	$452	$448	-$4	2026-11-05
MV Capital Management, Inc.	UNCHANGED	19	19	0	0%	$430	$426	-$4	2026-10-29
Planning Strategies Inc.	NEW	18	—	+18	—	—	$403	—	2026-10-02
Nisa Investment Advisors, LLC	UNCHANGED	15	15	0	0%	$339	$336	-$3	2026-10-20
Proathlete Wealth Management LLC	NEW	13	—	+13	—	—	$290	—	2026-10-15
Elyxium Wealth, LLC	NEW	9	—	+9	—	—	$201	—	2026-10-27
Abound Wealth Management	DECREASED	4	6	-2	-33%	$136	$90	-$46	2026-10-26
Gilpin Wealth Management, LLC	NEW	3	—	+3	—	—	$68	—	2026-10-09
Monetary Solutions, Ltd	DECREASED	3	4	-1	-25%	$90	$67	-$23	2026-10-22
Triumph Capital Management	UNCHANGED	3	3	0	0%	$68	$67	-$1	2026-10-14
Riverwater Partners LLC	CLOSED	0	15,306	-15,306	-100%	$346.1K	$0	-$346.1K	2026-11-03
D'Orazio & Associates, Inc.	CLOSED	0	13,511	-13,511	-100%	$305.5K	$0	-$305.5K	2026-11-04
Kimelman & Baird, LLC	CLOSED	0	9,734	-9,734	-100%	$220.1K	$0	-$220.1K	2026-11-03
HUB Investment Partners, LLC	CLOSED	0	9,147	-9,147	-100%	$206.8K	$0	-$206.8K	2026-11-03
Franklin Street Advisors Inc	CLOSED	0	8,896	-8,896	-100%	$201.1K	$0	-$201.1K	2026-10-13
Commons Capital, LLC	CLOSED	0	8,895	-8,895	-100%	$201.1K	$0	-$201.1K	2026-11-05
Arbor Investment Advisors, LLC	CLOSED	0	8,874	-8,874	-100%	$200.6K	$0	-$200.6K	2026-10-26
Guardian Partners Inc.	CLOSED	0	1,000	-1,000	-100%	$22.6K	$0	-$22.6K	2026-10-21
James T. Borello RIA	CLOSED	0	235	-235	-100%	$5.3K	$0	-$5.3K	2026-10-16
LifeSteps Financial, Inc.	CLOSED	0	200	-200	-100%	$4.5K	$0	-$4.5K	2026-10-15
Kelleher Financial Advisors	CLOSED	0	143	-143	-100%	$3.2K	$0	-$3.2K	2026-10-30
Cornerstone Planning Group LLC	CLOSED	0	116	-116	-100%	$2.8K	$0	-$2.8K	2026-10-16
Bell Investment Advisors, Inc	CLOSED	0	84	-84	-100%	$1.9K	$0	-$1.9K	2026-10-29
Stone House Investment Management, LLC	CLOSED	0	25	-25	-100%	$565	$0	-$565	2026-10-23
Deutsche Bank Ag\	CLOSED	0	22	-22	-100%	$497	$0	-$497	2026-11-06
Plante Moran Financial Advisors, LLC	CLOSED	0	17	-17	-100%	$384	$0	-$384	2026-11-04
SJS Investment Consulting Inc.	CLOSED	0	10	-10	-100%	$227	$0	-$227	2026-10-26
Cassaday & Co Wealth Management LLC	CLOSED	0	3	-3	-100%	$68	$0	-$68	2026-10-27
Axiom Investment Management LLC	CLOSED	0	2	-2	-100%	$45	$0	-$45	2026-11-03
Morgan Stanley	N/A	—	4,347,748	-4,347,748	-100%	$98.3M	—	—	—
Dodge & COX	N/A	—	3,826,910	-3,826,910	-100%	$86.5M	—	—	—
Fiduciary Management Inc	N/A	—	2,937,829	-2,937,829	-100%	$66.4M	—	—	—
Brandes Investment Partners, LP	N/A	—	1,916,090	-1,916,090	-100%	$43.3M	—	—	—
Millennium Management LLC	N/A	—	1,571,805	-1,571,805	-100%	$35.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	898,668	-898,668	-100%	$20.3M	—	—	—
BlackRock, Inc.	N/A	—	860,302	-860,302	-100%	$19.5M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	816,200	-816,200	-100%	$18.5M	—	—	—
Quantinno Capital Management LP	N/A	—	527,966	-527,966	-100%	$11.9M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	465,587	-465,587	-100%	$10.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	428,696	-428,696	-100%	$9.7M	—	—	—
Northern Trust Corp	N/A	—	384,960	-384,960	-100%	$8.7M	—	—	—
Wells Fargo & Company	N/A	—	381,361	-381,361	-100%	$8.6M	—	—	—
Raymond James Financial Inc	N/A	—	364,770	-364,770	-100%	$8.2M	—	—	—
Royal Bank of Canada	N/A	—	262,797	-262,797	-100%	$5.9M	—	—	—
FMR LLC	N/A	—	245,682	-245,682	-100%	$5.6M	—	—	—
JPMorgan Chase & Co	N/A	—	222,165	-222,165	-100%	$5.0M	—	—	—
UBS Group AG	N/A	—	219,748	-219,748	-100%	$5.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	210,747	-210,747	-100%	$4.8M	—	—	—
HRT Financial LP	N/A	—	205,722	-205,722	-100%	$4.7M	—	—	—
Trexquant Investment LP	N/A	—	179,887	-179,887	-100%	$4.1M	—	—	—
Cinctive Capital Management LP	N/A	—	167,016	-167,016	-100%	$3.8M	—	—	—
Jane Street Group, LLC	N/A	—	101,878	-101,878	-100%	$2.3M	—	—	—
Tidal Investments LLC	N/A	—	99,790	-99,790	-100%	$2.3M	—	—	—
Stifel Financial Corp	N/A	—	95,180	-95,180	-100%	$2.2M	—	—	—
QRG Capital Management, Inc.	N/A	—	89,267	-89,267	-100%	$2.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	89,122	-89,122	-100%	$2.0M	—	—	—
AQR Capital Management LLC	N/A	—	84,703	-84,703	-100%	$1.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	83,644	-83,644	-100%	$1.9M	—	—	—
Hantz Financial Services, Inc.	N/A	—	82,644	-82,644	-100%	$1.9M	—	—	—
National Bank of Canada	N/A	—	82,048	-82,048	-100%	$1.9M	—	—	—
Point72 Asset Management, L.P.	N/A	—	76,829	-76,829	-100%	$1.7M	—	—	—
SEI Investments Co	N/A	—	71,001	-71,001	-100%	$1.6M	—	—	—
Pathstone Holdings, LLC	N/A	—	69,638	-69,638	-100%	$1.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	66,897	-66,897	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	66,073	-66,073	-100%	$1.5M	—	—	—
Bank of Montreal	N/A	—	62,368	-62,368	-100%	$1.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	60,931	-60,931	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	59,517	-59,517	-100%	$1.3M	—	—	—
Barometer Capital Management Inc.	N/A	—	58,200	-58,200	-100%	$1.3M	—	—	—
Two Sigma Investments, LP	N/A	—	57,673	-57,673	-100%	$1.3M	—	—	—
MML Investors Services, LLC	N/A	—	57,365	-57,365	-100%	$1.3M	—	—	—
Balyasny Asset Management L.P.	N/A	—	56,827	-56,827	-100%	$1.3M	—	—	—
Mariner, LLC	N/A	—	45,425	-45,425	-100%	$1.0M	—	—	—
Cerity Partners LLC	N/A	—	43,841	-43,841	-100%	$991.3K	—	—	—
Callan Family Office, LLC	N/A	—	42,231	-42,231	-100%	$954.8K	—	—	—
Vident Advisory, LLC	N/A	—	40,709	-40,709	-100%	$920.4K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	39,527	-39,527	-100%	$893.7K	—	—	—
American Century Companies Inc	N/A	—	38,751	-38,751	-100%	$876.2K	—	—	—
Citadel Advisors LLC	N/A	—	38,048	-38,048	-100%	$860.3K	—	—	—
Summit Trail Advisors, LLC	N/A	—	37,189	-37,189	-100%	$840.8K	—	—	—
IEQ Capital, LLC	N/A	—	28,855	-28,855	-100%	$652.4K	—	—	—
Ameriprise Financial Inc	N/A	—	28,469	-28,469	-100%	$647.8K	—	—	—
Summit Financial, LLC	N/A	—	28,228	-28,228	-100%	$638.2K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	28,057	-28,057	-100%	$634.4K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	27,642	-27,642	-100%	$625.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	27,587	-27,587	-100%	$623.7K	—	—	—
Caprock Group, LLC	N/A	—	26,305	-26,305	-100%	$594.8K	—	—	—
Glenmede Trust Co NA	N/A	—	21,763	-21,763	-100%	$492.1K	—	—	—
Guggenheim Capital LLC	N/A	—	21,586	-21,586	-100%	$488.1K	—	—	—
Optiver Holding B.V.	N/A	—	21,164	-21,164	-100%	$478.5K	—	—	—
Rhumbline Advisers	N/A	—	21,134	-21,134	-100%	$477.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	20,853	-20,853	-100%	$471.5K	—	—	—
Cetera Investment Advisers	N/A	—	19,651	-19,651	-100%	$444.3K	—	—	—
HighTower Advisors, LLC	N/A	—	18,702	-18,702	-100%	$422.9K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	17,122	-17,122	-100%	$387.1K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	16,716	-16,716	-100%	$377.9K	—	—	—
Nuveen, LLC	N/A	—	15,944	-15,944	-100%	$360.5K	—	—	—
Venturi Wealth Management, LLC	N/A	—	15,357	-15,357	-100%	$347.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	14,925	-14,925	-100%	$346.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	14,547	-14,547	-100%	$328.9K	—	—	—
Natixis Advisors, LLC	N/A	—	14,314	-14,314	-100%	$323.0K	—	—	—
Focus Partners Wealth	N/A	—	13,298	-13,298	-100%	$300.7K	—	—	—
Syon Capital LLC	N/A	—	12,902	-12,902	-100%	$291.7K	—	—	—
Neuberger Berman Group LLC	N/A	—	12,804	-12,804	-100%	$289.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	12,784	-12,784	-100%	$289.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	12,711	-12,711	-100%	$287.4K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	12,593	-12,593	-100%	$284.7K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	11,586	-11,586	-100%	$262.0K	—	—	—
One Capital Management, LLC	N/A	—	10,482	-10,482	-100%	$236.5K	—	—	—
Two Sigma Securities, LLC	N/A	—	10,479	-10,479	-100%	$236.9K	—	—	—
SG Americas Securities, LLC	N/A	—	10,341	-10,341	-100%	$234.0K	—	—	—
Quantbot Technologies LP	N/A	—	2,563	-2,563	-100%	$57.9K	—	—	—
Huntington National Bank	N/A	—	2,541	-2,541	-100%	$57.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,077	-2,077	-100%	$47.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,060	-2,060	-100%	$46.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,808	-1,808	-100%	$40.9K	—	—	—
Arax Advisory Partners	N/A	—	1,760	-1,760	-100%	$39.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,500	-1,500	-100%	$33.9K	—	—	—
Brown Brothers Harriman & Co	N/A	—	1,100	-1,100	-100%	$24.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,073	-1,073	-100%	$24.4K	—	—	—
Rothschild Investment LLC	N/A	—	945	-945	-100%	$21.4K	—	—	—
BFC Planning, Inc.	N/A	—	687	-687	-100%	$15.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	669	-669	-100%	$15.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	413	-413	-100%	$9.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	285	-285	-100%	$6.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	264	-264	-100%	$6.0K	—	—	—
WealthCollab, LLC	N/A	—	219	-219	-100%	$5.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	212	-212	-100%	$4.8K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	204	-204	-100%	$4.6K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	193	-193	-100%	$4.4K	—	—	—
Bessemer Group Inc	N/A	—	181	-181	-100%	$3	—	—	—
Fiduciary Financial Advisors	N/A	—	112	-112	-100%	$2.5K	—	—	—
Manning & Napier Advisors LLC	N/A	—	100	-100	-100%	$2.3K	—	—	—
Raffa Wealth Management, LLC	N/A	—	88	-88	-100%	$2.0K	—	—	—
GW&K Investment Management, LLC	N/A	—	81	-81	-100%	$2	—	—	—
Elequin Capital, LP	N/A	—	68	-68	-100%	$1.5K	—	—	—
CVA Family Office, LLC	N/A	—	67	-67	-100%	$1.5K	—	—	—
IMA Advisory Services, Inc.	N/A	—	65	-65	-100%	$1.5K	—	—	—
JPL Wealth Management, LLC	N/A	—	53	-53	-100%	$1.2K	—	—	—
Kilter Group LLC	N/A	—	50	-50	-100%	$1.1K	—	—	—
Cornerstone Financial Management LLC	N/A	—	49	-49	-100%	$1.1K	—	—	—
Group One Trading LLC	N/A	—	35	-35	-100%	$791	—	—	—
SHP Wealth Management	N/A	—	24	-24	-100%	$543	—	—	—
LRI Investments, LLC	N/A	—	17	-17	-100%	$384	—	—	—
Motco	N/A	—	16	-16	-100%	$362	—	—	—
Highland Investment Advisors LLC	N/A	—	9	-9	-100%	$203	—	—	—
Bogart Wealth, LLC	N/A	—	8	-8	-100%	$181	—	—	—
Whittier Trust Co	N/A	—	6	-6	-100%	$142	—	—	—

Showing 251 of 251 institutions