Grail Inc (GRAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares749,337 from 679,587

Change+69,750 (+10%)

Value$105.0M (+$58.6M)

Filed 2026-11-04

Jefferies Financial Group Inc.

DECREASED

Shares650,000 from 724,000

Change-74,000 (-10%)

Value$91.1M (+$41.7M)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares327,277 from 371,253

Change-43,976 (-12%)

Value$45.9M (+$20.5M)

Filed 2026-11-04

Slow Capital, Inc.

INCREASED

Shares218,363 from 217,262

Change+1,101 (+1%)

Value$30.6M (+$15.8M)

Filed 2026-10-23

Douglas Lane & Associates, LLC

DECREASED

Shares161,580 from 162,340

Change-760 (0%)

Value$22.6M (+$11.6M)

Filed 2026-10-09

Fideuram - Intesa Sanpaolo Private Banking S.P.A.

NEW

Shares155,762

Change+155,762

Value$21.8M

Filed 2026-10-22

Bank of New York Mellon Corp

INCREASED

Shares155,752 from 154,127

Change+1,625 (+1%)

Value$21.8M (+$11.3M)

Filed 2026-11-05

180 Wealth Advisors, LLC

DECREASED

Shares122,339 from 127,774

Change-5,435 (-4%)

Value$17.1M (+$8.4M)

Filed 2026-11-03

Principal Financial Group Inc

INCREASED

Shares84,695 from 42,535

Change+42,160 (+99%)

Value$11.9M (+$9.0M)

Filed 2026-11-02

Reynders McVeigh Capital Management, LLC

DECREASED

Shares63,696 from 71,304

Change-7,608 (-11%)

Value$8.9M (+$4.1M)

Filed 2026-10-30

Creative Planning

INCREASED

Shares61,428 from 47,664

Change+13,764 (+29%)

Value$8.6M (+$5.4M)

Filed 2026-11-02

Legal Advantage Investments, Inc.

INCREASED

Shares48,625 from 44,625

Change+4,000 (+9%)

Value$6.8M (+$3.8M)

Filed 2026-10-13

Simplify Asset Management Inc.

NEW

Shares42,969

Change+42,969

Value$6.0M

Filed 2026-10-27

Pictet Asset Management Holding SA

DECREASED

Shares41,939 from 50,039

Change-8,100 (-16%)

Value$5.7M (+$2.3M)

Filed 2026-11-03

Lido Advisors, LLC

DECREASED

Shares33,181 from 33,254

Change-73 (0%)

Value$4.6M (+$2.4M)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares25,950 from 30,719

Change-4,769 (-16%)

Value$3.4M (+$1.2M)

Filed 2026-10-13

PVG Asset Management Corp

DECREASED

Shares25,659 from 25,887

Change-228 (-1%)

Value$3.6M (+$1.8M)

Filed 2026-10-19

Imc-Chicago, LLC

DECREASED

Shares21,197 from 25,053

Change-3,856 (-15%)

Value$3.0M (+$1.3M)

Filed 2026-11-05

Perigon Wealth Management, LLC

DECREASED

Shares17,596 from 19,753

Change-2,157 (-11%)

Value$2.5M (+$1.1M)

Filed 2026-10-22

Virginia Retirement Systems ET Al

INCREASED

Shares17,550 from 17,150

Change+400 (+2%)

Value$2.5M (+$1.3M)

Filed 2026-10-28

Bouvel Investment Partners, LLC

DECREASED

Shares16,199 from 16,215

Change-16 (0%)

Value$2.3M (+$1.2M)

Filed 2026-10-13

Exchange Traded Concepts, LLC

DECREASED

Shares15,333 from 15,449

Change-116 (-1%)

Value$2.1M (+$1.1M)

Filed 2026-10-28

Profund Advisors LLC

DECREASED

Shares15,218 from 20,078

Change-4,860 (-24%)

Value$2.1M (+$761.6K)

Filed 2026-10-29

William John Sempolinski

INCREASED

Shares13,525 from 7,150

Change+6,375 (+89%)

Value$1.9M (+$1.4M)

Filed 2026-10-20

Moody National Bank Trust Division

INCREASED

Shares13,478 from 13,300

Change+178 (+1%)

Value$1.9M (+$980.5K)

Filed 2026-10-06

Concurrent Investment Advisors, LLC

DECREASED

Shares12,381 from 30,253

Change-17,872 (-59%)

Value$1.7M (-$330.6K)

Filed 2026-10-16

State of New Jersey Common Pension Fund D

INCREASED

Shares12,288 from 12,269

Change+19 (+0%)

Value$1.7M (+$884.2K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares11,765 from 12,522

Change-757 (-6%)

Value$1.6M (+$793.6K)

Filed 2026-11-02

China Universal Asset Management Co., Ltd.

INCREASED

Shares11,350 from 9,330

Change+2,020 (+22%)

Value$1.6M (+$913.1K)

Filed 2026-10-28

Trifecta Capital Advisors, LLC

DECREASED

Shares11,030 from 14,280

Change-3,250 (-23%)

Value$1.5M (+$570.6K)

Filed 2026-10-21

Arizona State Retirement System

INCREASED

Shares10,699 from 10,470

Change+229 (+2%)

Value$1.5M (+$784.4K)

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

NEW

Shares10,115

Change+10,115

Value$1.4M

Filed 2026-10-29

J.W. Cole Advisors, Inc.

NEW

Shares8,782

Change+8,782

Value$1.2M

Filed 2026-11-05

Sheets Smith Wealth Management

UNCHANGED

Shares8,546 from 8,546

Change0 (0%)

Value$1.2M (+$614.0K)

Filed 2026-10-16

Strs Ohio

DECREASED

Shares8,400 from 15,300

Change-6,900 (-45%)

Value$1.2M (+$132.5K)

Filed 2026-10-30

Oppenheimer & Co Inc

DECREASED

Shares7,935 from 10,635

Change-2,700 (-25%)

Value$1.1M (+$385.8K)

Filed 2026-10-26

Chicago Capital, LLC

INCREASED

Shares7,181 from 5,301

Change+1,880 (+35%)

Value$1.0M (+$644.3K)

Filed 2026-10-13

ProShare Advisors LLC

DECREASED

Shares6,735 from 6,817

Change-82 (-1%)

Value$943.7K (+$478.3K)

Filed 2026-10-29

Advisory Advocates, LLC

DECREASED

Shares6,690 from 8,415

Change-1,725 (-20%)

Value$937.4K (+$362.9K)

Filed 2026-11-05

Harbor Capital Advisors, Inc.

DECREASED

Shares6,334 from 8,696

Change-2,362 (-27%)

Value$888.0K (+$294.0K)

Filed 2026-10-22

Crown Wealth Group, LLC

DECREASED

Shares6,016 from 7,016

Change-1,000 (-14%)

Value$843.0K (+$364.0K)

Filed 2026-10-19

NWF Advisory Services Inc.

DECREASED

Shares5,966 from 6,479

Change-513 (-8%)

Value$836.0K (+$393.6K)

Filed 2026-10-19

Yorktown Management & Research Co Inc

UNCHANGED

Shares5,750 from 5,750

Change0 (0%)

Value$805.7K (+$413.1K)

Filed 2026-10-28

Truist Financial Corp

DECREASED

Shares5,675 from 5,710

Change-35 (-1%)

Value$795.2K (+$405.4K)

Filed 2026-10-30

Green Alpha Advisors, LLC

INCREASED

Shares5,244 from 5,194

Change+50 (+1%)

Value$734.8K (+$380.2K)

Filed 2026-10-08

Kestra Advisory Services, LLC

DECREASED

Shares4,984 from 5,043

Change-59 (-1%)

Value$698.4K (+$354.1K)

Filed 2026-11-02

US Bancorp \de\

INCREASED

Shares4,551 from 4,550

Change+1 (+0%)

Value$637.7K (+$327.1K)

Filed 2026-11-05

Robertson Stephens Wealth Management, LLC

DECREASED

Shares4,313 from 4,320

Change-7 (0%)

Value$604.3K (+$309.4K)

Filed 2026-10-16

Xponance LLC

DECREASED

Shares3,866 from 4,059

Change-193 (-5%)

Value$541.7K (+$264.6K)

Filed 2026-11-03

Dutch Asset Corp

DECREASED

Shares3,735 from 6,135

Change-2,400 (-39%)

Value$523.3K (+$104.5K)

Filed 2026-10-20

Kingswood Wealth Advisors, LLC

DECREASED

Shares3,624 from 3,924

Change-300 (-8%)

Value$507.8K (+$239.9K)

Filed 2026-10-23

HB Wealth Management, LLC

INCREASED

Shares3,384 from 3,175

Change+209 (+7%)

Value$474.2K (+$257.4K)

Filed 2026-10-23

Balboa Wealth Partners

NEW

Shares3,137

Change+3,137

Value$439.6K

Filed 2026-10-20

Wealthcare Advisory Partners LLC

NEW

Shares3,101

Change+3,101

Value$434.5K

Filed 2026-10-21

Weaver Consulting Group

DECREASED

Shares3,051 from 3,346

Change-295 (-9%)

Value$427.5K (+$199.1K)

Filed 2026-10-07

State of Michigan Retirement System

UNCHANGED

Shares3,051 from 3,051

Change0 (0%)

Value$427.5K (+$219.2K)

Filed 2026-10-27

Atria Investments, Inc

DECREASED

Shares3,032 from 3,165

Change-133 (-4%)

Value$424.8K (+$208.8K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares2,944 from 3,587

Change-643 (-18%)

Value$413.0K (+$168.0K)

Filed 2026-11-02

Lifelong Wealth Advisors, Inc.

NEW

Shares2,904

Change+2,904

Value$406.9K

Filed 2026-10-19

Morton Capital Management LLC

DECREASED

Shares2,903 from 3,653

Change-750 (-21%)

Value$406.7K (+$157.3K)

Filed 2026-10-23

Ellerson Group Inc

NEW

Shares2,860

Change+2,860

Value$398.8K

Filed 2026-11-04

CIBC Asset Management Inc

NEW

Shares2,776

Change+2,776

Value$389.0K

Filed 2026-11-05

State of Wyoming

DECREASED

Shares2,637 from 3,982

Change-1,345 (-34%)

Value$369.5K (+$97.6K)

Filed 2026-10-28

Parallel Advisors, LLC

DECREASED

Shares2,557 from 2,673

Change-116 (-4%)

Value$358.3K (+$175.8K)

Filed 2026-11-03

FNY Investment Advisers, LLC

NEW

Shares2,500

Change+2,500

Value$350.0K

Filed 2026-10-16

Swiss Life Asset Management Ltd

NEW

Shares2,327

Change+2,327

Value$326.1K

Filed 2026-11-03

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares2,283 from 1,919

Change+364 (+19%)

Value$319.9K (+$188.9K)

Filed 2026-11-03

OpenArc Corporate Advisory, LLC

NEW

Shares2,282

Change+2,282

Value$319.8K

Filed 2026-10-21

Independent Financial Group, LLC

NEW

Shares2,266

Change+2,266

Value$317.5K

Filed 2026-10-13

Realta Investment Advisors

NEW

Shares2,160

Change+2,160

Value$302.7K

Filed 2026-10-14

DekaBank Deutsche Girozentrale

NEW

Shares2,006

Change+2,006

Value$300

Filed 2026-10-27

Empirical Capital Management, LLC

NEW

Shares2,000

Change+2,000

Value$280.0K

Filed 2026-10-27

Aaron Wealth Advisors LLC

NEW

Shares1,939

Change+1,939

Value$271.7K

Filed 2026-10-13

Urban Wealth Management, LLC

NEW

Shares1,696

Change+1,696

Value$237.6K

Filed 2026-10-21

Simplex Trading, LLC

DECREASED

Shares1,634 from 4,362

Change-2,728 (-63%)

Value$229.0K (-$68.8K)

Filed 2026-11-04

Apollon Wealth Management, LLC

NEW

Shares1,614

Change+1,614

Value$226.1K

Filed 2026-10-23

Allegheny Financial Group

NEW

Shares1,604

Change+1,604

Value$224.8K

Filed 2026-11-05

Brighton Jones LLC

NEW

Shares1,565

Change+1,565

Value$219.3K

Filed 2026-11-03

Pinnacle Associates LTD

NEW

Shares1,481

Change+1,481

Value$207.5K

Filed 2026-10-20

Signaturefd, LLC

UNCHANGED

Shares1,456 from 1,456

Change0 (0%)

Value$204.0K (+$104.6K)

Filed 2026-10-23

Gamma Investing LLC

INCREASED

Shares1,273 from 977

Change+296 (+30%)

Value$178.4K (+$111.7K)

Filed 2026-10-08

S.A. Mason LLC

NEW

Shares1,199

Change+1,199

Value$168.0K

Filed 2026-10-13

KBC Group NV

UNCHANGED

Shares1,182 from 1,182

Change0 (0%)

Value$166.0K (+$85.0K)

Filed 2026-10-22

CoreCap Advisors, LLC

INCREASED

Shares1,075 from 1

Change+1,074 (+107400%)

Value$150.6K (+$150.6K)

Filed 2026-10-08

GF Fund Management Co. Ltd.

INCREASED

Shares900 from 828

Change+72 (+9%)

Value$126.1K (+$69.6K)

Filed 2026-10-26

Sterling Capital Management LLC

DECREASED

Shares808 from 833

Change-25 (-3%)

Value$113.2K (+$56.3K)

Filed 2026-10-22

Ascentis Wealth Management, LLC

INCREASED

Shares708 from 123

Change+585 (+476%)

Value$99.2K (+$90.8K)

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares624 from 633

Change-9 (-1%)

Value$87.4K (+$44.2K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

INCREASED

Shares566 from 502

Change+64 (+13%)

Value$79.3K (+$45.0K)

Filed 2026-10-20

IFP Advisors, Inc

UNCHANGED

Shares528 from 528

Change0 (0%)

Value$74.0K (+$37.9K)

Filed 2026-10-16

Chilton Capital Management LLC

UNCHANGED

Shares507 from 507

Change0 (0%)

Value$71.0K (+$36.4K)

Filed 2026-10-28

Essential Partners LLC

DECREASED

Shares462 from 483

Change-21 (-4%)

Value$64.7K (+$31.8K)

Filed 2026-10-14

SBI Securities Co., Ltd.

INCREASED

Shares388 from 184

Change+204 (+111%)

Value$54.4K (+$41.8K)

Filed 2026-10-22

Elyxium Wealth, LLC

NEW

Shares373

Change+373

Value$52.3K

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares311

Change+311

Value$43.6K

Filed 2026-10-21

North Star Investment Management Corp.

INCREASED

Shares300 from 33

Change+267 (+809%)

Value$42.0K (+$39.8K)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

INCREASED

Shares278 from 262

Change+16 (+6%)

Value$39.0K (+$21.1K)

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

DECREASED

Shares266 from 268

Change-2 (-1%)

Value$37.3K (+$19.0K)

Filed 2026-10-27

Bayforest Capital Ltd

NEW

Shares246

Change+246

Value$34.5K

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares244 from 254

Change-10 (-4%)

Value$34.2K (+$16.8K)

Filed 2026-11-05

Larson Financial Group LLC

INCREASED

Shares229 from 206

Change+23 (+11%)

Value$32.1K (+$18.0K)

Filed 2026-11-05

True Wealth Design, LLC

UNCHANGED

Shares177 from 177

Change0 (0%)

Value$24.8K (+$12.7K)

Filed 2026-10-13

Virginia Estate & Retirement Planning Advisors Inc.

NEW

Shares150

Change+150

Value$21.0K

Filed 2026-10-14

Mather Group, Llc.

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$17.5K (+$9.0K)

Filed 2026-10-14

Blue Trust, Inc.

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$16.8K (+$8.6K)

Filed 2026-10-15

Parkside Financial Bank & Trust

INCREASED

Shares116 from 42

Change+74 (+176%)

Value$16.3K (+$13.4K)

Filed 2026-10-27

Wilmington Savings Fund Society, FSB

DECREASED

Shares110 from 111

Change-1 (-1%)

Value$15.4K (+$7.8K)

Filed 2026-10-23

Spire Wealth Management

DECREASED

Shares105 from 111

Change-6 (-5%)

Value$14.7K (+$7.1K)

Filed 2026-10-30

Birchbrook, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$14.0K (+$7.2K)

Filed 2026-10-14

Covestor Ltd

DECREASED

Shares99 from 102

Change-3 (-3%)

Value$14.0K (+$7.0K)

Filed 2026-10-30

Financial Perspectives, Inc

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$12.6K (+$6.5K)

Filed 2026-11-03

Fortitude Family Office, LLC

DECREASED

Shares88 from 99

Change-11 (-11%)

Value$12.3K (+$5.6K)

Filed 2026-10-14

Heritage Family Offices, LLP

NEW

Shares67

Change+67

Value$9.4K

Filed 2026-11-02

GK Wealth Management LLC

NEW

Shares66

Change+66

Value$9.2K

Filed 2026-10-09

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$9.1K (+$4.7K)

Filed 2026-10-27

Archer Investment Corp

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$7.7K (+$4.0K)

Filed 2026-11-05

Hughes Financial Services, LLC

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$8.7K (+$5.0K)

Filed 2026-10-30

Tradewinds Capital Management, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$7.0K (+$3.6K)

Filed 2026-10-23

Assetmark, Inc

DECREASED

Shares49 from 94

Change-45 (-48%)

Value$6.9K (+$449)

Filed 2026-10-21

Hurley Capital, LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$6.3K (+$3.2K)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$6.0K (+$3.1K)

Filed 2026-10-20

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$5.6K (+$2.9K)

Filed 2026-11-02

Capital Advisors, Ltd. LLC

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$5 (+$3)

Filed 2026-10-27

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$4.5K (+$2.3K)

Filed 2026-11-05

Torren Management, LLC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$4.5K (+$2.3K)

Filed 2026-10-29

Bare Financial Services, Inc

INCREASED

Shares30 from 23

Change+7 (+30%)

Value$4.2K (+$2.6K)

Filed 2026-11-04

MV Capital Management, Inc.

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$3.9K (+$2.0K)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares24

Change+24

Value$3.4K

Filed 2026-10-30

TD Waterhouse Canada Inc.

DECREASED

Shares20 from 21

Change-1 (-5%)

Value$2.6K (+$1.2K)

Filed 2026-10-16

Versant Capital Management, Inc

INCREASED

Shares19 from 13

Change+6 (+46%)

Value$2.7K (+$1.8K)

Filed 2026-10-02

Birch Financial Group, LLC

NEW

Shares16

Change+16

Value$2.2K

Filed 2026-10-27

PFS Partners, LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.2K (+$1.1K)

Filed 2026-10-21

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.2K (+$1.1K)

Filed 2026-10-23

Planning Strategies Inc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.2K (+$1.2K)

Filed 2026-10-02

Southern Michigan Bank & Trust

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.2K (+$1.2K)

Filed 2026-10-19

Ascentis Independent Advisors

NEW

Shares15

Change+15

Value$2.1K

Filed 2026-11-03

Balance Wealth Partners LLC

NEW

Shares15

Change+15

Value$2.1K

Filed 2026-10-27

TD Private Client Wealth LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$2.0K (+$1.0K)

Filed 2026-10-28

Lodestone Wealth Management LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$2.0K (+$1.0K)

Filed 2026-10-14

TFC Financial Management, Inc.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$2.0K (+$1.0K)

Filed 2026-10-26

Golden State Wealth Management, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.7K (+$862)

Filed 2026-11-02

Midwest Capital Advisors, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.7K (+$862)

Filed 2026-11-04

Financial Consulate, Inc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.4K (+$719)

Filed 2026-10-23

Moisand Fitzgerald Tamayo, LLC

INCREASED

Shares9 from 4

Change+5 (+125%)

Value$1.3K (+$988)

Filed 2026-10-15

SJS Investment Consulting Inc.

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$1.3K (+$647)

Filed 2026-10-26

Highline Wealth Partners LLC

DECREASED

Shares8 from 32

Change-24 (-75%)

Value$1.1K (-$1.1K)

Filed 2026-10-19

Creative Capital Management Investments LLC

DECREASED

Shares8 from 15

Change-7 (-47%)

Value$1.1K (+$97)

Filed 2026-10-28

Jacobi Capital Management LLC

NEW

Shares6

Change+6

Value$840

Filed 2026-11-05

Holos Integrated Wealth LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$735 (+$322)

Filed 2026-10-23

Wealth Analytics Partners, LLC

NEW

Shares5

Change+5

Value$701

Filed 2026-10-19

Reap Financial Group, LLC

NEW

Shares5

Change+5

Value$701

Filed 2026-11-02

Silver Grove Financial Group, Inc.

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$420 (+$283)

Filed 2026-11-05

Fairscale Capital, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$430 (+$225)

Filed 2026-11-04

Ares Financial Consulting, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$280 (+$143)

Filed 2026-10-19

Costello Asset Management, Inc

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$280 (+$143)

Filed 2026-10-30

Signature Resources Capital Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$280 (+$143)

Filed 2026-10-16

Key FInancial Inc

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$280 (+$143)

Filed 2026-11-02

Entrust Financial LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$281 (+$144)

Filed 2026-11-04

Nvwm, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$280 (+$143)

Filed 2026-10-14

Brown, Lisle Ings, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$280 (+$143)

Filed 2026-10-16

Activest Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$140 (+$72)

Filed 2026-10-15

Granite FO LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$140 (+$72)

Filed 2026-10-14

Wolff Wiese Magana LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$141 (+$72)

Filed 2026-10-15

Leonteq Securities AG

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$140 (+$72)

Filed 2026-10-29

Bell Investment Advisors, Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$141 (+$72)

Filed 2026-10-29

Inspire Investing, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$105 (+$54)

Filed 2026-10-22

Wellington Shields & Co., LLC

CLOSED

Shares0 from 10,904

Change-10,904 (-100%)

Value$0 (-$744.4K)

Filed 2026-11-03

VestGen Advisors, LLC

CLOSED

Shares0 from 5,182

Change-5,182 (-100%)

Value$0 (-$353.8K)

Filed 2026-10-27

Allspring Global Investments Holdings, LLC

CLOSED

Shares0 from 3,623

Change-3,623 (-100%)

Value$0 (-$246.8K)

Filed 2026-11-04

Welch & Forbes LLC

CLOSED

Shares0 from 3,108

Change-3,108 (-100%)

Value$0 (-$212.2K)

Filed 2026-11-04

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 1,836

Change-1,836 (-100%)

Value$0 (-$125.3K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 143

Change-143 (-100%)

Value$0 (-$9.7K)

Filed 2026-11-02

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-07

Gill Capital Partners, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$683)

Filed 2026-10-13

Salem Investment Counselors Inc

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$547)

Filed 2026-10-13

MCF Advisors LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$547)

Filed 2026-10-28

Smallwood Wealth Investment Management, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$136)

Filed 2026-10-30

Gen-Wealth Partners Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$68)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

Farallon Capital Management, L.L.C.

N/A

Shares— from 4,161,584

Change-4,161,584 (-100%)

Value—

Baker Bros. Advisors LP

N/A

Shares— from 4,028,614

Change-4,028,614 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,577,075

Change-3,577,075 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,385,514

Change-2,385,514 (-100%)

Value—

Primecap Management Co

N/A

Shares— from 2,180,106

Change-2,180,106 (-100%)

Value—

Sessa Capital IM, L.P.

N/A

Shares— from 2,037,518

Change-2,037,518 (-100%)

Value—

Deep Track Capital, LP

N/A

Shares— from 1,834,944

Change-1,834,944 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,641,117

Change-1,641,117 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,462,163

Change-1,462,163 (-100%)

Value—

Arbiter Partners Capital Management LLC

N/A

Shares— from 1,034,297

Change-1,034,297 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 991,380

Change-991,380 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 748,015

Change-748,015 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 723,437

Change-723,437 (-100%)

Value—

Casdin Capital, LLC

N/A

Shares— from 480,000

Change-480,000 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 477,982

Change-477,982 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 372,588

Change-372,588 (-100%)

Value—

Kingdon Capital Management, L.L.C.

N/A

Shares— from 340,000

Change-340,000 (-100%)

Value—

Granahan Investment Management, LLC

N/A

Shares— from 321,176

Change-321,176 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 300,628

Change-300,628 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 292,829

Change-292,829 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 250,380

Change-250,380 (-100%)

Value—

UBS Group AG

N/A

Shares— from 249,796

Change-249,796 (-100%)

Value—

Aberdeen Group plc

N/A

Shares— from 229,503

Change-229,503 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 224,950

Change-224,950 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 211,341

Change-211,341 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 194,227

Change-194,227 (-100%)

Value—

TCW Group Inc

N/A

Shares— from 191,913

Change-191,913 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 155,295

Change-155,295 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 151,887

Change-151,887 (-100%)

Value—

Newtyn Management, LLC

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 126,726

Change-126,726 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 121,062

Change-121,062 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 116,102

Change-116,102 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 114,806

Change-114,806 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 113,374

Change-113,374 (-100%)

Value—

WIM Investment Management Ltd

N/A

Shares— from 106,400

Change-106,400 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 105,000

Change-105,000 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 100,638

Change-100,638 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 99,227

Change-99,227 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 91,761

Change-91,761 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 85,089

Change-85,089 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 76,200

Change-76,200 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 71,088

Change-71,088 (-100%)

Value—

Natixis

N/A

Shares— from 70,226

Change-70,226 (-100%)

Value—

Barclays PLC

N/A

Shares— from 69,989

Change-69,989 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 66,713

Change-66,713 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 66,077

Change-66,077 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 59,787

Change-59,787 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 57,779

Change-57,779 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 57,521

Change-57,521 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 55,822

Change-55,822 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 55,818

Change-55,818 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 55,269

Change-55,269 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 53,223

Change-53,223 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 48,849

Change-48,849 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 48,226

Change-48,226 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 43,446

Change-43,446 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 41,639

Change-41,639 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 40,565

Change-40,565 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 39,519

Change-39,519 (-100%)

Value—

Timelo Investment Management Inc.

N/A

Shares— from 39,000

Change-39,000 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 35,086

Change-35,086 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 31,512

Change-31,512 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 31,258

Change-31,258 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 30,817

Change-30,817 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 30,283

Change-30,283 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 30,169

Change-30,169 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 28,403

Change-28,403 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 28,078

Change-28,078 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 27,425

Change-27,425 (-100%)

Value—

Commerce Bank

N/A

Shares— from 26,981

Change-26,981 (-100%)

Value—

Gem Investment Advisors, LLC

N/A

Shares— from 26,781

Change-26,781 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 26,714

Change-26,714 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 26,434

Change-26,434 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 25,800

Change-25,800 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 24,628

Change-24,628 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 24,166

Change-24,166 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 23,940

Change-23,940 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 23,615

Change-23,615 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 23,347

Change-23,347 (-100%)

Value—

Clough Capital Partners L P

N/A

Shares— from 22,944

Change-22,944 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 22,299

Change-22,299 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 21,597

Change-21,597 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 20,408

Change-20,408 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 18,622

Change-18,622 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 16,742

Change-16,742 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 16,400

Change-16,400 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Norges Bank

N/A

Shares— from 15,790

Change-15,790 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 14,740

Change-14,740 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 14,596

Change-14,596 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 14,512

Change-14,512 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 14,177

Change-14,177 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 13,943

Change-13,943 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 13,802

Change-13,802 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 13,775

Change-13,775 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 13,734

Change-13,734 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 13,376

Change-13,376 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 12,974

Change-12,974 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 12,185

Change-12,185 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 10,406

Change-10,406 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 10,382

Change-10,382 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 10,066

Change-10,066 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 9,946

Change-9,946 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,334

Change-9,334 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 9,286

Change-9,286 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 9,200

Change-9,200 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 9,158

Change-9,158 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 9,006

Change-9,006 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 8,781

Change-8,781 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 8,600

Change-8,600 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 8,516

Change-8,516 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,443

Change-8,443 (-100%)

Value—

Westmount Partners, LLC

N/A

Shares— from 8,312

Change-8,312 (-100%)

Value—

Marble Bar Asset Management LLP

N/A

Shares— from 7,895

Change-7,895 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 7,888

Change-7,888 (-100%)

Value—

Man Group plc

N/A

Shares— from 7,659

Change-7,659 (-100%)

Value—

Bamco Inc

N/A

Shares— from 7,449

Change-7,449 (-100%)

Value—

FourThought Financial Partners, LLC

N/A

Shares— from 7,005

Change-7,005 (-100%)

Value—

Blair William & Co

N/A

Shares— from 6,860

Change-6,860 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 6,554

Change-6,554 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 6,202

Change-6,202 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 5,699

Change-5,699 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 5,644

Change-5,644 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 5,622

Change-5,622 (-100%)

Value—

E Fund Management Co., Ltd.

N/A

Shares— from 5,573

Change-5,573 (-100%)

Value—

Fora Capital, LLC

N/A

Shares— from 5,406

Change-5,406 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 5,396

Change-5,396 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 5,305

Change-5,305 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,122

Change-5,122 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 5,065

Change-5,065 (-100%)

Value—

Edgewood Management LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Carson Advisory Inc.

N/A

Shares— from 4,900

Change-4,900 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 4,812

Change-4,812 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 4,666

Change-4,666 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 4,581

Change-4,581 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 4,425

Change-4,425 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 4,395

Change-4,395 (-100%)

Value—

Biondo Investment Advisors, LLC

N/A

Shares— from 4,162

Change-4,162 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 3,952

Change-3,952 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 3,930

Change-3,930 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,926

Change-3,926 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 3,897

Change-3,897 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,840

Change-3,840 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,750

Change-3,750 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 3,413

Change-3,413 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 3,381

Change-3,381 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 3,070

Change-3,070 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 3,025

Change-3,025 (-100%)

Value—

Alamea Verwaltungs GmbH

N/A

Shares— from 3,023

Change-3,023 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,976

Change-2,976 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,817

Change-2,817 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 2,375

Change-2,375 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,327

Change-2,327 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 2,326

Change-2,326 (-100%)

Value—

Cypress Capital Management LLC (WY)

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,097

Change-2,097 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,669

Change-1,669 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 1,412

Change-1,412 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,399

Change-1,399 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 1,329

Change-1,329 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 1,319

Change-1,319 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,229

Change-1,229 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,186

Change-1,186 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 1,092

Change-1,092 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 825

Change-825 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 660

Change-660 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 598

Change-598 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 592

Change-592 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 585

Change-585 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 518

Change-518 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 513

Change-513 (-100%)

Value—

Intesa Sanpaolo S.p.A.

N/A

Shares— from 505

Change-505 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 413

Change-413 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 379

Change-379 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 353

Change-353 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 350

Change-350 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 304

Change-304 (-100%)

Value—

Siemens Fonds Invest GmbH

N/A

Shares— from 272

Change-272 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 247

Change-247 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 217

Change-217 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 206

Change-206 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 179

Change-179 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 166

Change-166 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 135

Change-135 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 121

Change-121 (-100%)

Value—

EFG International AG

N/A

Shares— from 100

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Vanguard National Trust Co

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Smartleaf Asset Management LLC

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Ankerstar Wealth, LLC

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Keating Financial Advisory Services, Inc.

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BFC Planning, Inc.

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National Bank of Canada

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Clearstead Trust, LLC

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Merrithew & Thorsten Inc

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Basecamp Wealth Advisors LLC

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Ritter Daniher Financial Advisory LLC / de

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SouthState Bank Corp

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Medallion Wealth Advisors, LLC

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Whittier Trust Co of Nevada Inc

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Clearstead Advisors, LLC

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Towarzystwo Funduszy Inwestycyjnych PZU SA

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Quent Capital, LLC

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Harbour Investments, Inc.

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Northwestern Mutual Wealth Management Co

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LRI Investments, LLC

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Lavaca Capital LLC

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Bessemer Group Inc

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Osbon Capital Management LLC

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Zions Bancorporation, National Association

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Smithfield Trust Co

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Tidemark, LLC

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Global Retirement Partners, LLC

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Boyd Watterson Asset Management LLC

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Private Wealth Asset Management, LLC

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CVA Family Office, LLC

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Edmond de Rothschild Holding S.A.

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Huntington National Bank

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Loomis Sayles & Co L P

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PlanVest Financial, Inc

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Avalon Trust Co

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Prestige Wealth Management Group LLC

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Quarry LP

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JPL Wealth Management, LLC

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Fiduciary Financial Advisors

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Rialto Wealth Management, LLC

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Dunhill Financial, LLC

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Brown Brothers Harriman & Co

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Wiser Advisor Group LLC

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Coston, McIsaac & Partners

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Manning & Napier Advisors LLC

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Nomura Asset Management Co LTD

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Change0

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	Status
Dimensional Fund Advisors LP	INCREASED	749,337	679,587	+69,750	+10%	$46.4M	$105.0M	+$58.6M	2026-11-04
Jefferies Financial Group Inc.	DECREASED	650,000	724,000	-74,000	-10%	$49.4M	$91.1M	+$41.7M	2026-11-05
Citigroup Inc	DECREASED	327,277	371,253	-43,976	-12%	$25.3M	$45.9M	+$20.5M	2026-11-04
Slow Capital, Inc.	INCREASED	218,363	217,262	+1,101	+1%	$14.8M	$30.6M	+$15.8M	2026-10-23
Douglas Lane & Associates, LLC	DECREASED	161,580	162,340	-760	0%	$11.1M	$22.6M	+$11.6M	2026-10-09
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	NEW	155,762	—	+155,762	—	—	$21.8M	—	2026-10-22
Bank of New York Mellon Corp	INCREASED	155,752	154,127	+1,625	+1%	$10.5M	$21.8M	+$11.3M	2026-11-05
180 Wealth Advisors, LLC	DECREASED	122,339	127,774	-5,435	-4%	$8.7M	$17.1M	+$8.4M	2026-11-03
Principal Financial Group Inc	INCREASED	84,695	42,535	+42,160	+99%	$2.9M	$11.9M	+$9.0M	2026-11-02
Reynders McVeigh Capital Management, LLC	DECREASED	63,696	71,304	-7,608	-11%	$4.9M	$8.9M	+$4.1M	2026-10-30
Creative Planning	INCREASED	61,428	47,664	+13,764	+29%	$3.3M	$8.6M	+$5.4M	2026-11-02
Legal Advantage Investments, Inc.	INCREASED	48,625	44,625	+4,000	+9%	$3.0M	$6.8M	+$3.8M	2026-10-13
Simplify Asset Management Inc.	NEW	42,969	—	+42,969	—	—	$6.0M	—	2026-10-27
Pictet Asset Management Holding SA	DECREASED	41,939	50,039	-8,100	-16%	$3.4M	$5.7M	+$2.3M	2026-11-03
Lido Advisors, LLC	DECREASED	33,181	33,254	-73	0%	$2.3M	$4.6M	+$2.4M	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	25,950	30,719	-4,769	-16%	$2.2M	$3.4M	+$1.2M	2026-10-13
PVG Asset Management Corp	DECREASED	25,659	25,887	-228	-1%	$1.8M	$3.6M	+$1.8M	2026-10-19
Imc-Chicago, LLC	DECREASED	21,197	25,053	-3,856	-15%	$1.7M	$3.0M	+$1.3M	2026-11-05
Perigon Wealth Management, LLC	DECREASED	17,596	19,753	-2,157	-11%	$1.3M	$2.5M	+$1.1M	2026-10-22
Virginia Retirement Systems ET Al	INCREASED	17,550	17,150	+400	+2%	$1.2M	$2.5M	+$1.3M	2026-10-28
Bouvel Investment Partners, LLC	DECREASED	16,199	16,215	-16	0%	$1.1M	$2.3M	+$1.2M	2026-10-13
Exchange Traded Concepts, LLC	DECREASED	15,333	15,449	-116	-1%	$1.1M	$2.1M	+$1.1M	2026-10-28
Profund Advisors LLC	DECREASED	15,218	20,078	-4,860	-24%	$1.4M	$2.1M	+$761.6K	2026-10-29
William John Sempolinski	INCREASED	13,525	7,150	+6,375	+89%	$488.1K	$1.9M	+$1.4M	2026-10-20
Moody National Bank Trust Division	INCREASED	13,478	13,300	+178	+1%	$908.0K	$1.9M	+$980.5K	2026-10-06
Concurrent Investment Advisors, LLC	DECREASED	12,381	30,253	-17,872	-59%	$2.1M	$1.7M	-$330.6K	2026-10-16
State of New Jersey Common Pension Fund D	INCREASED	12,288	12,269	+19	+0%	$837.6K	$1.7M	+$884.2K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	11,765	12,522	-757	-6%	$854.8K	$1.6M	+$793.6K	2026-11-02
China Universal Asset Management Co., Ltd.	INCREASED	11,350	9,330	+2,020	+22%	$637.0K	$1.6M	+$913.1K	2026-10-28
Trifecta Capital Advisors, LLC	DECREASED	11,030	14,280	-3,250	-23%	$974.9K	$1.5M	+$570.6K	2026-10-21
Arizona State Retirement System	INCREASED	10,699	10,470	+229	+2%	$714.8K	$1.5M	+$784.4K	2026-11-03
Caitong International Asset Management Co., Ltd	NEW	10,115	—	+10,115	—	—	$1.4M	—	2026-10-29
J.W. Cole Advisors, Inc.	NEW	8,782	—	+8,782	—	—	$1.2M	—	2026-11-05
Sheets Smith Wealth Management	UNCHANGED	8,546	8,546	0	0%	$583.4K	$1.2M	+$614.0K	2026-10-16
Strs Ohio	DECREASED	8,400	15,300	-6,900	-45%	$1.0M	$1.2M	+$132.5K	2026-10-30
Oppenheimer & Co Inc	DECREASED	7,935	10,635	-2,700	-25%	$726.1K	$1.1M	+$385.8K	2026-10-26
Chicago Capital, LLC	INCREASED	7,181	5,301	+1,880	+35%	$361.9K	$1.0M	+$644.3K	2026-10-13
ProShare Advisors LLC	DECREASED	6,735	6,817	-82	-1%	$465.4K	$943.7K	+$478.3K	2026-10-29
Advisory Advocates, LLC	DECREASED	6,690	8,415	-1,725	-20%	$574.5K	$937.4K	+$362.9K	2026-11-05
Harbor Capital Advisors, Inc.	DECREASED	6,334	8,696	-2,362	-27%	$594.0K	$888.0K	+$294.0K	2026-10-22
Crown Wealth Group, LLC	DECREASED	6,016	7,016	-1,000	-14%	$479.0K	$843.0K	+$364.0K	2026-10-19
NWF Advisory Services Inc.	DECREASED	5,966	6,479	-513	-8%	$442.3K	$836.0K	+$393.6K	2026-10-19
Yorktown Management & Research Co Inc	UNCHANGED	5,750	5,750	0	0%	$392.6K	$805.7K	+$413.1K	2026-10-28
Truist Financial Corp	DECREASED	5,675	5,710	-35	-1%	$389.8K	$795.2K	+$405.4K	2026-10-30
Green Alpha Advisors, LLC	INCREASED	5,244	5,194	+50	+1%	$354.6K	$734.8K	+$380.2K	2026-10-08
Kestra Advisory Services, LLC	DECREASED	4,984	5,043	-59	-1%	$344.3K	$698.4K	+$354.1K	2026-11-02
US Bancorp \de\	INCREASED	4,551	4,550	+1	+0%	$310.6K	$637.7K	+$327.1K	2026-11-05
Robertson Stephens Wealth Management, LLC	DECREASED	4,313	4,320	-7	0%	$294.9K	$604.3K	+$309.4K	2026-10-16
Xponance LLC	DECREASED	3,866	4,059	-193	-5%	$277.1K	$541.7K	+$264.6K	2026-11-03
Dutch Asset Corp	DECREASED	3,735	6,135	-2,400	-39%	$418.8K	$523.3K	+$104.5K	2026-10-20
Kingswood Wealth Advisors, LLC	DECREASED	3,624	3,924	-300	-8%	$267.9K	$507.8K	+$239.9K	2026-10-23
HB Wealth Management, LLC	INCREASED	3,384	3,175	+209	+7%	$216.8K	$474.2K	+$257.4K	2026-10-23
Balboa Wealth Partners	NEW	3,137	—	+3,137	—	—	$439.6K	—	2026-10-20
Wealthcare Advisory Partners LLC	NEW	3,101	—	+3,101	—	—	$434.5K	—	2026-10-21
Weaver Consulting Group	DECREASED	3,051	3,346	-295	-9%	$228.4K	$427.5K	+$199.1K	2026-10-07
State of Michigan Retirement System	UNCHANGED	3,051	3,051	0	0%	$208.3K	$427.5K	+$219.2K	2026-10-27
Atria Investments, Inc	DECREASED	3,032	3,165	-133	-4%	$216.1K	$424.8K	+$208.8K	2026-10-15
Cambridge Investment Research Advisors, Inc.	DECREASED	2,944	3,587	-643	-18%	$245.0K	$413.0K	+$168.0K	2026-11-02
Lifelong Wealth Advisors, Inc.	NEW	2,904	—	+2,904	—	—	$406.9K	—	2026-10-19
Morton Capital Management LLC	DECREASED	2,903	3,653	-750	-21%	$249.4K	$406.7K	+$157.3K	2026-10-23
Ellerson Group Inc	NEW	2,860	—	+2,860	—	—	$398.8K	—	2026-11-04
CIBC Asset Management Inc	NEW	2,776	—	+2,776	—	—	$389.0K	—	2026-11-05
State of Wyoming	DECREASED	2,637	3,982	-1,345	-34%	$271.9K	$369.5K	+$97.6K	2026-10-28
Parallel Advisors, LLC	DECREASED	2,557	2,673	-116	-4%	$182.5K	$358.3K	+$175.8K	2026-11-03
FNY Investment Advisers, LLC	NEW	2,500	—	+2,500	—	—	$350.0K	—	2026-10-16
Swiss Life Asset Management Ltd	NEW	2,327	—	+2,327	—	—	$326.1K	—	2026-11-03
Mirae Asset Global Investments Co., Ltd.	INCREASED	2,283	1,919	+364	+19%	$131.0K	$319.9K	+$188.9K	2026-11-03
OpenArc Corporate Advisory, LLC	NEW	2,282	—	+2,282	—	—	$319.8K	—	2026-10-21
Independent Financial Group, LLC	NEW	2,266	—	+2,266	—	—	$317.5K	—	2026-10-13
Realta Investment Advisors	NEW	2,160	—	+2,160	—	—	$302.7K	—	2026-10-14
DekaBank Deutsche Girozentrale	NEW	2,006	—	+2,006	—	—	$300	—	2026-10-27
Empirical Capital Management, LLC	NEW	2,000	—	+2,000	—	—	$280.0K	—	2026-10-27
Aaron Wealth Advisors LLC	NEW	1,939	—	+1,939	—	—	$271.7K	—	2026-10-13
Urban Wealth Management, LLC	NEW	1,696	—	+1,696	—	—	$237.6K	—	2026-10-21
Simplex Trading, LLC	DECREASED	1,634	4,362	-2,728	-63%	$297.8K	$229.0K	-$68.8K	2026-11-04
Apollon Wealth Management, LLC	NEW	1,614	—	+1,614	—	—	$226.1K	—	2026-10-23
Allegheny Financial Group	NEW	1,604	—	+1,604	—	—	$224.8K	—	2026-11-05
Brighton Jones LLC	NEW	1,565	—	+1,565	—	—	$219.3K	—	2026-11-03
Pinnacle Associates LTD	NEW	1,481	—	+1,481	—	—	$207.5K	—	2026-10-20
Signaturefd, LLC	UNCHANGED	1,456	1,456	0	0%	$99.4K	$204.0K	+$104.6K	2026-10-23
Gamma Investing LLC	INCREASED	1,273	977	+296	+30%	$66.7K	$178.4K	+$111.7K	2026-10-08
S.A. Mason LLC	NEW	1,199	—	+1,199	—	—	$168.0K	—	2026-10-13
KBC Group NV	UNCHANGED	1,182	1,182	0	0%	$81.0K	$166.0K	+$85.0K	2026-10-22
CoreCap Advisors, LLC	INCREASED	1,075	1	+1,074	+107400%	$68	$150.6K	+$150.6K	2026-10-08
GF Fund Management Co. Ltd.	INCREASED	900	828	+72	+9%	$56.5K	$126.1K	+$69.6K	2026-10-26
Sterling Capital Management LLC	DECREASED	808	833	-25	-3%	$56.9K	$113.2K	+$56.3K	2026-10-22
Ascentis Wealth Management, LLC	INCREASED	708	123	+585	+476%	$8.4K	$99.2K	+$90.8K	2026-11-03
Farther Finance Advisors, LLC	DECREASED	624	633	-9	-1%	$43.2K	$87.4K	+$44.2K	2026-10-08
Nisa Investment Advisors, LLC	INCREASED	566	502	+64	+13%	$34.3K	$79.3K	+$45.0K	2026-10-20
IFP Advisors, Inc	UNCHANGED	528	528	0	0%	$36.0K	$74.0K	+$37.9K	2026-10-16
Chilton Capital Management LLC	UNCHANGED	507	507	0	0%	$34.6K	$71.0K	+$36.4K	2026-10-28
Essential Partners LLC	DECREASED	462	483	-21	-4%	$33.0K	$64.7K	+$31.8K	2026-10-14
SBI Securities Co., Ltd.	INCREASED	388	184	+204	+111%	$12.6K	$54.4K	+$41.8K	2026-10-22
Elyxium Wealth, LLC	NEW	373	—	+373	—	—	$52.3K	—	2026-10-27
Root Financial Partners, LLC	NEW	311	—	+311	—	—	$43.6K	—	2026-10-21
North Star Investment Management Corp.	INCREASED	300	33	+267	+809%	$2.3K	$42.0K	+$39.8K	2026-10-27
EverSource Wealth Advisors, LLC	INCREASED	278	262	+16	+6%	$17.9K	$39.0K	+$21.1K	2026-11-04
Cassaday & Co Wealth Management LLC	DECREASED	266	268	-2	-1%	$18.3K	$37.3K	+$19.0K	2026-10-27
Bayforest Capital Ltd	NEW	246	—	+246	—	—	$34.5K	—	2026-11-03
Fifth Third Bancorp	DECREASED	244	254	-10	-4%	$17.3K	$34.2K	+$16.8K	2026-11-05
Larson Financial Group LLC	INCREASED	229	206	+23	+11%	$14.1K	$32.1K	+$18.0K	2026-11-05
True Wealth Design, LLC	UNCHANGED	177	177	0	0%	$12.1K	$24.8K	+$12.7K	2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.	NEW	150	—	+150	—	—	$21.0K	—	2026-10-14
Mather Group, Llc.	UNCHANGED	125	125	0	0%	$8.5K	$17.5K	+$9.0K	2026-10-14
Blue Trust, Inc.	UNCHANGED	120	120	0	0%	$8.2K	$16.8K	+$8.6K	2026-10-15
Parkside Financial Bank & Trust	INCREASED	116	42	+74	+176%	$2.9K	$16.3K	+$13.4K	2026-10-27
Wilmington Savings Fund Society, FSB	DECREASED	110	111	-1	-1%	$7.6K	$15.4K	+$7.8K	2026-10-23
Spire Wealth Management	DECREASED	105	111	-6	-5%	$7.6K	$14.7K	+$7.1K	2026-10-30
Birchbrook, Inc.	UNCHANGED	100	100	0	0%	$6.8K	$14.0K	+$7.2K	2026-10-14
Covestor Ltd	DECREASED	99	102	-3	-3%	$7.0K	$14.0K	+$7.0K	2026-10-30
Financial Perspectives, Inc	UNCHANGED	90	90	0	0%	$6.1K	$12.6K	+$6.5K	2026-11-03
Fortitude Family Office, LLC	DECREASED	88	99	-11	-11%	$6.8K	$12.3K	+$5.6K	2026-10-14
Heritage Family Offices, LLP	NEW	67	—	+67	—	—	$9.4K	—	2026-11-02
GK Wealth Management LLC	NEW	66	—	+66	—	—	$9.2K	—	2026-10-09
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	65	65	0	0%	$4.4K	$9.1K	+$4.7K	2026-10-27
Archer Investment Corp	UNCHANGED	55	55	0	0%	$3.8K	$7.7K	+$4.0K	2026-11-05
Hughes Financial Services, LLC	UNCHANGED	55	55	0	0%	$3.8K	$8.7K	+$5.0K	2026-10-30
Tradewinds Capital Management, LLC	UNCHANGED	50	50	0	0%	$3.4K	$7.0K	+$3.6K	2026-10-23
Assetmark, Inc	DECREASED	49	94	-45	-48%	$6.4K	$6.9K	+$449	2026-10-21
Hurley Capital, LLC	UNCHANGED	45	45	0	0%	$3.1K	$6.3K	+$3.2K	2026-11-05
Physician Wealth Advisors, Inc.	UNCHANGED	43	43	0	0%	$2.9K	$6.0K	+$3.1K	2026-10-20
Murphy & Mullick Capital Management Corp	UNCHANGED	40	40	0	0%	$2.7K	$5.6K	+$2.9K	2026-11-02
Capital Advisors, Ltd. LLC	UNCHANGED	34	34	0	0%	$2	$5	+$3	2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	32	32	0	0%	$2.2K	$4.5K	+$2.3K	2026-11-05
Torren Management, LLC	UNCHANGED	32	32	0	0%	$2.2K	$4.5K	+$2.3K	2026-10-29
Bare Financial Services, Inc	INCREASED	30	23	+7	+30%	$1.6K	$4.2K	+$2.6K	2026-11-04
MV Capital Management, Inc.	UNCHANGED	28	28	0	0%	$1.9K	$3.9K	+$2.0K	2026-10-29
Provenance Wealth Advisors, LLC	NEW	24	—	+24	—	—	$3.4K	—	2026-10-30
TD Waterhouse Canada Inc.	DECREASED	20	21	-1	-5%	$1.4K	$2.6K	+$1.2K	2026-10-16
Versant Capital Management, Inc	INCREASED	19	13	+6	+46%	$888	$2.7K	+$1.8K	2026-10-02
Birch Financial Group, LLC	NEW	16	—	+16	—	—	$2.2K	—	2026-10-27
PFS Partners, LLC	UNCHANGED	16	16	0	0%	$1.1K	$2.2K	+$1.1K	2026-10-21
Dhjj Financial Advisors, Ltd.	UNCHANGED	16	16	0	0%	$1.1K	$2.2K	+$1.1K	2026-10-23
Planning Strategies Inc.	UNCHANGED	16	16	0	0%	$1.1K	$2.2K	+$1.2K	2026-10-02
Southern Michigan Bank & Trust	UNCHANGED	16	16	0	0%	$1.1K	$2.2K	+$1.2K	2026-10-19
Ascentis Independent Advisors	NEW	15	—	+15	—	—	$2.1K	—	2026-11-03
Balance Wealth Partners LLC	NEW	15	—	+15	—	—	$2.1K	—	2026-10-27
TD Private Client Wealth LLC	UNCHANGED	14	14	0	0%	$956	$2.0K	+$1.0K	2026-10-28
Lodestone Wealth Management LLC	UNCHANGED	14	14	0	0%	$956	$2.0K	+$1.0K	2026-10-14
TFC Financial Management, Inc.	UNCHANGED	14	14	0	0%	$956	$2.0K	+$1.0K	2026-10-26
Golden State Wealth Management, LLC	UNCHANGED	12	12	0	0%	$819	$1.7K	+$862	2026-11-02
Midwest Capital Advisors, LLC	UNCHANGED	12	12	0	0%	$819	$1.7K	+$862	2026-11-04
Financial Consulate, Inc	UNCHANGED	10	10	0	0%	$683	$1.4K	+$719	2026-10-23
Moisand Fitzgerald Tamayo, LLC	INCREASED	9	4	+5	+125%	$274	$1.3K	+$988	2026-10-15
SJS Investment Consulting Inc.	UNCHANGED	9	9	0	0%	$615	$1.3K	+$647	2026-10-26
Highline Wealth Partners LLC	DECREASED	8	32	-24	-75%	$2.2K	$1.1K	-$1.1K	2026-10-19
Creative Capital Management Investments LLC	DECREASED	8	15	-7	-47%	$1.0K	$1.1K	+$97	2026-10-28
Jacobi Capital Management LLC	NEW	6	—	+6	—	—	$840	—	2026-11-05
Holos Integrated Wealth LLC	UNCHANGED	6	6	0	0%	$413	$735	+$322	2026-10-23
Wealth Analytics Partners, LLC	NEW	5	—	+5	—	—	$701	—	2026-10-19
Reap Financial Group, LLC	NEW	5	—	+5	—	—	$701	—	2026-11-02
Silver Grove Financial Group, Inc.	INCREASED	3	2	+1	+50%	$137	$420	+$283	2026-11-05
Fairscale Capital, LLC	UNCHANGED	3	3	0	0%	$205	$430	+$225	2026-11-04
Ares Financial Consulting, LLC	UNCHANGED	2	2	0	0%	$137	$280	+$143	2026-10-19
Costello Asset Management, Inc	UNCHANGED	2	2	0	0%	$137	$280	+$143	2026-10-30
Signature Resources Capital Management, LLC	UNCHANGED	2	2	0	0%	$137	$280	+$143	2026-10-16
Key FInancial Inc	UNCHANGED	2	2	0	0%	$137	$280	+$143	2026-11-02
Entrust Financial LLC	UNCHANGED	2	2	0	0%	$137	$281	+$144	2026-11-04
Nvwm, LLC	UNCHANGED	2	2	0	0%	$137	$280	+$143	2026-10-14
Brown, Lisle Ings, Inc.	UNCHANGED	2	2	0	0%	$137	$280	+$143	2026-10-16
Activest Wealth Management	UNCHANGED	1	1	0	0%	$68	$140	+$72	2026-10-15
Granite FO LLC	UNCHANGED	1	1	0	0%	$68	$140	+$72	2026-10-14
Wolff Wiese Magana LLC	UNCHANGED	1	1	0	0%	$69	$141	+$72	2026-10-15
Leonteq Securities AG	UNCHANGED	1	1	0	0%	$68	$140	+$72	2026-10-29
Bell Investment Advisors, Inc	UNCHANGED	1	1	0	0%	$69	$141	+$72	2026-10-29
Inspire Investing, LLC	UNCHANGED	1	1	0	0%	$51	$105	+$54	2026-10-22
Wellington Shields & Co., LLC	CLOSED	0	10,904	-10,904	-100%	$744.4K	$0	-$744.4K	2026-11-03
VestGen Advisors, LLC	CLOSED	0	5,182	-5,182	-100%	$353.8K	$0	-$353.8K	2026-10-27
Allspring Global Investments Holdings, LLC	CLOSED	0	3,623	-3,623	-100%	$246.8K	$0	-$246.8K	2026-11-04
Welch & Forbes LLC	CLOSED	0	3,108	-3,108	-100%	$212.2K	$0	-$212.2K	2026-11-04
Wellington Shields Capital Management, LLC	CLOSED	0	1,836	-1,836	-100%	$125.3K	$0	-$125.3K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	143	-143	-100%	$9.7K	$0	-$9.7K	2026-11-02
Wealth Enhancement Trust Services, Inc.	CLOSED	0	17	-17	-100%	$1.2K	$0	-$1.2K	2026-10-07
Gill Capital Partners, LLC	CLOSED	0	10	-10	-100%	$683	$0	-$683	2026-10-13
Salem Investment Counselors Inc	CLOSED	0	8	-8	-100%	$547	$0	-$547	2026-10-13
MCF Advisors LLC	CLOSED	0	8	-8	-100%	$547	$0	-$547	2026-10-28
Smallwood Wealth Investment Management, LLC	CLOSED	0	2	-2	-100%	$136	$0	-$136	2026-10-30
Gen-Wealth Partners Inc	CLOSED	0	1	-1	-100%	$68	$0	-$68	2026-11-04
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
Farallon Capital Management, L.L.C.	N/A	—	4,161,584	-4,161,584	-100%	$284.1M	—	—	—
Baker Bros. Advisors LP	N/A	—	4,028,614	-4,028,614	-100%	$275.0M	—	—	—
BlackRock, Inc.	N/A	—	3,577,075	-3,577,075	-100%	$244.2M	—	—	—
State Street Corp	N/A	—	2,385,514	-2,385,514	-100%	$162.9M	—	—	—
Primecap Management Co	N/A	—	2,180,106	-2,180,106	-100%	$148.8M	—	—	—
Sessa Capital IM, L.P.	N/A	—	2,037,518	-2,037,518	-100%	$139.1M	—	—	—
Deep Track Capital, LP	N/A	—	1,834,944	-1,834,944	-100%	$125.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,641,117	-1,641,117	-100%	$112.0M	—	—	—
Morgan Stanley	N/A	—	1,462,163	-1,462,163	-100%	$99.8M	—	—	—
Arbiter Partners Capital Management LLC	N/A	—	1,034,297	-1,034,297	-100%	$70.6M	—	—	—
Geode Capital Management, LLC	N/A	—	991,380	-991,380	-100%	$67.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	748,015	-748,015	-100%	$51.1M	—	—	—
Bank of America Corp	N/A	—	723,437	-723,437	-100%	$49.4M	—	—	—
Casdin Capital, LLC	N/A	—	480,000	-480,000	-100%	$32.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	477,982	-477,982	-100%	$32.6M	—	—	—
Northern Trust Corp	N/A	—	372,588	-372,588	-100%	$25.4M	—	—	—
Kingdon Capital Management, L.L.C.	N/A	—	340,000	-340,000	-100%	$23.2M	—	—	—
Granahan Investment Management, LLC	N/A	—	321,176	-321,176	-100%	$21.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	300,628	-300,628	-100%	$20.5M	—	—	—
Raymond James Financial Inc	N/A	—	292,829	-292,829	-100%	$20.0M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	250,380	-250,380	-100%	$17.1M	—	—	—
UBS Group AG	N/A	—	249,796	-249,796	-100%	$17.1M	—	—	—
Aberdeen Group plc	N/A	—	229,503	-229,503	-100%	$15.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	224,950	-224,950	-100%	$15.4M	—	—	—
AQR Capital Management LLC	N/A	—	211,341	-211,341	-100%	$14.2M	—	—	—
Wells Fargo & Company	N/A	—	194,227	-194,227	-100%	$13.3M	—	—	—
TCW Group Inc	N/A	—	191,913	-191,913	-100%	$13.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	155,295	-155,295	-100%	$10.6M	—	—	—
Franklin Resources Inc	N/A	—	151,887	-151,887	-100%	$10.4M	—	—	—
Newtyn Management, LLC	N/A	—	150,000	-150,000	-100%	$10.2M	—	—	—
FMR LLC	N/A	—	126,726	-126,726	-100%	$8.7M	—	—	—
Voleon Capital Management LP	N/A	—	121,062	-121,062	-100%	$8.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	116,102	-116,102	-100%	$7.9M	—	—	—
JPMorgan Chase & Co	N/A	—	114,806	-114,806	-100%	$8.0M	—	—	—
Invesco Ltd.	N/A	—	113,374	-113,374	-100%	$7.7M	—	—	—
WIM Investment Management Ltd	N/A	—	106,400	-106,400	-100%	$7.3M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	105,000	-105,000	-100%	$7.2M	—	—	—
Legal & General Group Plc	N/A	—	100,638	-100,638	-100%	$6.9M	—	—	—
American Century Companies Inc	N/A	—	99,227	-99,227	-100%	$6.8M	—	—	—
Nuveen, LLC	N/A	—	91,761	-91,761	-100%	$6.3M	—	—	—
Nomura Asset Management International Inc.	N/A	—	85,089	-85,089	-100%	$5.8M	—	—	—
Swiss National Bank	N/A	—	76,200	-76,200	-100%	$5.2M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	71,088	-71,088	-100%	$4.9M	—	—	—
Natixis	N/A	—	70,226	-70,226	-100%	$4.8M	—	—	—
Barclays PLC	N/A	—	69,989	-69,989	-100%	$4.8M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	66,713	-66,713	-100%	$4.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	66,077	-66,077	-100%	$4.5M	—	—	—
Royal Bank of Canada	N/A	—	59,787	-59,787	-100%	$4.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	57,779	-57,779	-100%	$3.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	57,521	-57,521	-100%	$3.9M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	55,822	-55,822	-100%	$3.8M	—	—	—
Allianz Asset Management GmbH	N/A	—	55,818	-55,818	-100%	$3.8M	—	—	—
Rhumbline Advisers	N/A	—	55,269	-55,269	-100%	$3.8M	—	—	—
Public Sector Pension Investment Board	N/A	—	53,223	-53,223	-100%	$3.6M	—	—	—
Verition Fund Management LLC	N/A	—	48,849	-48,849	-100%	$3.3M	—	—	—
Alliancebernstein L.P.	N/A	—	48,226	-48,226	-100%	$2.5M	—	—	—
California State Teachers Retirement System	N/A	—	43,446	-43,446	-100%	$3.0M	—	—	—
Deutsche Bank Ag\	N/A	—	41,639	-41,639	-100%	$2.8M	—	—	—
HighTower Advisors, LLC	N/A	—	40,565	-40,565	-100%	$2.8M	—	—	—
Rafferty Asset Management, LLC	N/A	—	39,519	-39,519	-100%	$2.7M	—	—	—
Timelo Investment Management Inc.	N/A	—	39,000	-39,000	-100%	$2.7M	—	—	—
Nordea Investment Management AB	N/A	—	35,086	-35,086	-100%	$2.3M	—	—	—
Stifel Financial Corp	N/A	—	31,512	-31,512	-100%	$2.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	31,258	-31,258	-100%	$2.1M	—	—	—
Summit Financial, LLC	N/A	—	30,817	-30,817	-100%	$2.1M	—	—	—
Gabelli Funds LLC	N/A	—	30,283	-30,283	-100%	$2.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	30,169	-30,169	-100%	$2.0M	—	—	—
Russell Investments Group, Ltd.	N/A	—	28,403	-28,403	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	28,078	-28,078	-100%	$1.9M	—	—	—
Two Sigma Investments, LP	N/A	—	27,425	-27,425	-100%	$1.9M	—	—	—
Commerce Bank	N/A	—	26,981	-26,981	-100%	$1.8M	—	—	—
Gem Investment Advisors, LLC	N/A	—	26,781	-26,781	-100%	$1.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	26,714	-26,714	-100%	$1.8M	—	—	—
Legato Capital Management LLC	N/A	—	26,434	-26,434	-100%	$1.8M	—	—	—
Canada Pension Plan Investment Board	N/A	—	25,800	-25,800	-100%	$1.8M	—	—	—
Ameriprise Financial Inc	N/A	—	24,628	-24,628	-100%	$1.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	24,166	-24,166	-100%	$1.6M	—	—	—
Gotham Asset Management, LLC	N/A	—	23,940	-23,940	-100%	$1.6M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	23,615	-23,615	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	23,347	-23,347	-100%	$1.6M	—	—	—
Clough Capital Partners L P	N/A	—	22,944	-22,944	-100%	$1.6M	—	—	—
State of Wisconsin Investment Board	N/A	—	22,299	-22,299	-100%	$1.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	21,597	-21,597	-100%	$1.5M	—	—	—
LPL Financial LLC	N/A	—	20,408	-20,408	-100%	$1.4M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	18,622	-18,622	-100%	$1.3M	—	—	—
Acadian Asset Management LLC	N/A	—	16,742	-16,742	-100%	$1.1M	—	—	—
Handelsbanken Fonder AB	N/A	—	16,400	-16,400	-100%	$1.1K	—	—	—
Jupiter Topco LLC	N/A	—	16,000	-16,000	-100%	$1.1M	—	—	—
Norges Bank	N/A	—	15,790	-15,790	-100%	$1.1M	—	—	—
Prudential Financial Inc	N/A	—	14,740	-14,740	-100%	$1.0M	—	—	—
New York State Common Retirement Fund	N/A	—	14,596	-14,596	-100%	$996.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	14,512	-14,512	-100%	$990.7K	—	—	—
Cerity Partners LLC	N/A	—	14,177	-14,177	-100%	$967.9K	—	—	—
Massachusetts Financial Services Co	N/A	—	13,943	-13,943	-100%	$951.9K	—	—	—
Wellington Management Group LLP	N/A	—	13,802	-13,802	-100%	$942.3K	—	—	—
Mariner, LLC	N/A	—	13,775	-13,775	-100%	$940.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	13,734	-13,734	-100%	$937.6K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	13,376	-13,376	-100%	$913.2K	—	—	—
IEQ Capital, LLC	N/A	—	12,974	-12,974	-100%	$885.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	12,185	-12,185	-100%	$831.9K	—	—	—
GSA Capital Partners LLP	N/A	—	10,406	-10,406	-100%	$710.0K	—	—	—
Captrust Financial Advisors	N/A	—	10,382	-10,382	-100%	$708.8K	—	—	—
Pathstone Holdings, LLC	N/A	—	10,066	-10,066	-100%	$686.0K	—	—	—
SG Americas Securities, LLC	N/A	—	9,946	-9,946	-100%	$679.0K	—	—	—
Cetera Investment Advisers	N/A	—	9,334	-9,334	-100%	$637.2K	—	—	—
Intech Investment Management LLC	N/A	—	9,286	-9,286	-100%	$634.0K	—	—	—
Renaissance Technologies LLC	N/A	—	9,200	-9,200	-100%	$628.1K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	9,158	-9,158	-100%	$625.2K	—	—	—
Curi Capital, LLC	N/A	—	9,006	-9,006	-100%	$614.8K	—	—	—
Guggenheim Capital LLC	N/A	—	8,781	-8,781	-100%	$599.5K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	8,600	-8,600	-100%	$587.1K	—	—	—
SEI Investments Co	N/A	—	8,516	-8,516	-100%	$581.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,443	-8,443	-100%	$576.4K	—	—	—
Westmount Partners, LLC	N/A	—	8,312	-8,312	-100%	$567.5K	—	—	—
Marble Bar Asset Management LLP	N/A	—	7,895	-7,895	-100%	$539.0K	—	—	—
Voya Investment Management LLC	N/A	—	7,888	-7,888	-100%	$538.5K	—	—	—
Man Group plc	N/A	—	7,659	-7,659	-100%	$522.9K	—	—	—
Bamco Inc	N/A	—	7,449	-7,449	-100%	$508.5K	—	—	—
FourThought Financial Partners, LLC	N/A	—	7,005	-7,005	-100%	$478.2K	—	—	—
Blair William & Co	N/A	—	6,860	-6,860	-100%	$468.3K	—	—	—
M&T Bank Corp	N/A	—	6,554	-6,554	-100%	$447.0K	—	—	—
Marshall Wace, LLP	N/A	—	6,202	-6,202	-100%	$423.4K	—	—	—
XTX Topco Ltd	N/A	—	5,699	-5,699	-100%	$389.1K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	5,644	-5,644	-100%	$385.3K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	5,622	-5,622	-100%	$383.8K	—	—	—
E Fund Management Co., Ltd.	N/A	—	5,573	-5,573	-100%	$380.5K	—	—	—
Fora Capital, LLC	N/A	—	5,406	-5,406	-100%	$368.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	5,396	-5,396	-100%	$368.4K	—	—	—
Entropy Technologies, LP	N/A	—	5,305	-5,305	-100%	$362.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,122	-5,122	-100%	$349.7K	—	—	—
Cresset Asset Management, LLC	N/A	—	5,065	-5,065	-100%	$345.8K	—	—	—
Edgewood Management LLC	N/A	—	5,000	-5,000	-100%	$341.4K	—	—	—
Carson Advisory Inc.	N/A	—	4,900	-4,900	-100%	$334.5K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	4,812	-4,812	-100%	$328.5K	—	—	—
Caprock Group, LLC	N/A	—	4,666	-4,666	-100%	$318.5K	—	—	—
Victory Capital Management Inc	N/A	—	4,581	-4,581	-100%	$312.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	4,425	-4,425	-100%	$302.1K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	4,395	-4,395	-100%	$300.0K	—	—	—
Biondo Investment Advisors, LLC	N/A	—	4,162	-4,162	-100%	$284.1K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	3,952	-3,952	-100%	$269.8K	—	—	—
Mutual Advisors, LLC	N/A	—	3,930	-3,930	-100%	$268.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,926	-3,926	-100%	$268.0K	—	—	—
Pallas Capital Advisors LLC	N/A	—	3,897	-3,897	-100%	$266.0K	—	—	—
MML Investors Services, LLC	N/A	—	3,840	-3,840	-100%	$262.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,750	-3,750	-100%	$256.0K	—	—	—
Cannell & Spears LLC	N/A	—	3,413	-3,413	-100%	$233.0K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	3,381	-3,381	-100%	$230.8K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	3,070	-3,070	-100%	$210.0K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	3,025	-3,025	-100%	$206.5K	—	—	—
Alamea Verwaltungs GmbH	N/A	—	3,023	-3,023	-100%	$206.4K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	3,000	-3,000	-100%	$204.8K	—	—	—
Neuberger Berman Group LLC	N/A	—	2,976	-2,976	-100%	$203.2K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,817	-2,817	-100%	$192.0K	—	—	—
Strive Financial Group,LLC	N/A	—	2,375	-2,375	-100%	$162.1K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,327	-2,327	-100%	$158.9K	—	—	—
Group One Trading LLC	N/A	—	2,326	-2,326	-100%	$158.8K	—	—	—
Cypress Capital Management LLC (WY)	N/A	—	2,300	-2,300	-100%	$157.0K	—	—	—
Arax Advisory Partners	N/A	—	2,097	-2,097	-100%	$143.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,669	-1,669	-100%	$113.9K	—	—	—
Nykredit A/S	N/A	—	1,412	-1,412	-100%	$96.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,399	-1,399	-100%	$95.5K	—	—	—
Roble, Belko & Company, Inc	N/A	—	1,329	-1,329	-100%	$91.0K	—	—	—
Walleye Capital LLC	N/A	—	1,319	-1,319	-100%	$90.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,229	-1,229	-100%	$83.9K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,186	-1,186	-100%	$81.0K	—	—	—
Sittner & Nelson, LLC	N/A	—	1,092	-1,092	-100%	$74.6K	—	—	—
Centiva Capital, LP	N/A	—	825	-825	-100%	$56.3K	—	—	—
Pacer Advisors, Inc.	N/A	—	660	-660	-100%	$45.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	598	-598	-100%	$40.8K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	592	-592	-100%	$40.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	585	-585	-100%	$39.9K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	518	-518	-100%	$35.4K	—	—	—
Allworth Financial LP	N/A	—	513	-513	-100%	$35.0K	—	—	—
Intesa Sanpaolo S.p.A.	N/A	—	505	-505	-100%	$34.5K	—	—	—
IFG Advisory, LLC	N/A	—	500	-500	-100%	$34.1K	—	—	—
Walleye Trading LLC	N/A	—	413	-413	-100%	$28.2K	—	—	—
Crewe Advisors LLC	N/A	—	379	-379	-100%	$25.9K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	353	-353	-100%	$24.1K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	350	-350	-100%	$23.9K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	304	-304	-100%	$20.8K	—	—	—
Siemens Fonds Invest GmbH	N/A	—	272	-272	-100%	$18.6K	—	—	—
Evelyn Partners Group Ltd	N/A	—	247	-247	-100%	$16.9K	—	—	—
Optiver Holding B.V.	N/A	—	217	-217	-100%	$14.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	206	-206	-100%	$14.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	179	-179	-100%	$12.2K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	166	-166	-100%	$11.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	135	-135	-100%	$9.2K	—	—	—
Rothschild Investment LLC	N/A	—	121	-121	-100%	$8.3K	—	—	—
EFG International AG	N/A	—	100	-100	-100%	$6.8K	—	—	—
Vanguard National Trust Co	N/A	—	93	-93	-100%	$6.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	88	-88	-100%	$6.0K	—	—	—
Ankerstar Wealth, LLC	N/A	—	84	-84	-100%	$5.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	79	-79	-100%	$5.4K	—	—	—
BFC Planning, Inc.	N/A	—	77	-77	-100%	$5.3K	—	—	—
National Bank of Canada	N/A	—	62	-62	-100%	$4.2K	—	—	—
Clearstead Trust, LLC	N/A	—	53	-53	-100%	$3.6K	—	—	—
Merrithew & Thorsten Inc	N/A	—	48	-48	-100%	$3	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	47	-47	-100%	$3.2K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	37	-37	-100%	$2.5K	—	—	—
SouthState Bank Corp	N/A	—	32	-32	-100%	$2.2K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	32	-32	-100%	$2.2K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	32	-32	-100%	$2.2K	—	—	—
Clearstead Advisors, LLC	N/A	—	32	-32	-100%	$2.2K	—	—	—
Towarzystwo Funduszy Inwestycyjnych PZU SA	N/A	—	30	-30	-100%	$2.0K	—	—	—
Quent Capital, LLC	N/A	—	29	-29	-100%	$2.0K	—	—	—
Harbour Investments, Inc.	N/A	—	22	-22	-100%	$1.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	18	-18	-100%	$1.2K	—	—	—
LRI Investments, LLC	N/A	—	17	-17	-100%	$1.2K	—	—	—
Lavaca Capital LLC	N/A	—	16	-16	-100%	$1.1K	—	—	—
Bessemer Group Inc	N/A	—	14	-14	-100%	$1	—	—	—
Osbon Capital Management LLC	N/A	—	14	-14	-100%	$955	—	—	—
Zions Bancorporation, National Association	N/A	—	14	-14	-100%	$956	—	—	—
Smithfield Trust Co	N/A	—	14	-14	-100%	$1	—	—	—
Tidemark, LLC	N/A	—	12	-12	-100%	$819	—	—	—
Global Retirement Partners, LLC	N/A	—	12	-12	-100%	$819	—	—	—
Boyd Watterson Asset Management LLC	N/A	—	10	-10	-100%	$683	—	—	—
Private Wealth Asset Management, LLC	N/A	—	10	-10	-100%	$683	—	—	—
CVA Family Office, LLC	N/A	—	9	-9	-100%	$614	—	—	—
Edmond de Rothschild Holding S.A.	N/A	—	7	-7	-100%	$453	—	—	—
Huntington National Bank	N/A	—	7	-7	-100%	$478	—	—	—
Loomis Sayles & Co L P	N/A	—	6	-6	-100%	$387	—	—	—
PlanVest Financial, Inc	N/A	—	6	-6	-100%	$410	—	—	—
Avalon Trust Co	N/A	—	4	-4	-100%	$274	—	—	—
Prestige Wealth Management Group LLC	N/A	—	3	-3	-100%	$205	—	—	—
Quarry LP	N/A	—	3	-3	-100%	$205	—	—	—
JPL Wealth Management, LLC	N/A	—	3	-3	-100%	$205	—	—	—
Fiduciary Financial Advisors	N/A	—	2	-2	-100%	$136	—	—	—
Rialto Wealth Management, LLC	N/A	—	2	-2	-100%	$137	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$114	—	—	—
Brown Brothers Harriman & Co	N/A	—	1	-1	-100%	$68	—	—	—
Wiser Advisor Group LLC	N/A	—	1	-1	-100%	$68	—	—	—
Coston, McIsaac & Partners	N/A	—	1	-1	-100%	$0	—	—	—
Manning & Napier Advisors LLC	N/A	—	1	-1	-100%	$68	—	—	—
Nomura Asset Management Co LTD	N/A	—	0	0	—	$0	—	—	—

Showing 413 of 413 institutions