HBT Financial Inc (HBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Dimensional Fund Advisors LP

INCREASED

Shares605,277 from 588,886

Change+16,391 (+3%)

Value$21.4M (+$2.6M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares414,556 from 450,008

Change-35,452 (-8%)

Value$14.7M (+$269.4K)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares347,463 from 321,709

Change+25,754 (+8%)

Value$12.3M (+$2.0M)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

DECREASED

Shares222,030 from 249,975

Change-27,945 (-11%)

Value$7.9M (-$143.5K)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares135,075 from 139,809

Change-4,734 (-3%)

Value$4.8M (+$305.1K)

Filed 2026-11-05

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares55,239 from 29,313

Change+25,926 (+88%)

Value$2.0M (+$1.0M)

Filed 2026-10-27

Barclays PLC

INCREASED

Shares51,536 from 44,133

Change+7,403 (+17%)

Value$1.8M (+$411.0K)

Filed 2026-11-06

State of New Jersey Common Pension Fund D

DECREASED

Shares33,076 from 39,852

Change-6,776 (-17%)

Value$1.2M (-$105.0K)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares32,005 from 20,149

Change+11,856 (+59%)

Value$1.1M (+$487.5K)

Filed 2026-11-06

Detalus Advisors, LLC

NEW

Shares24,335

Change+24,335

Value$860.7K

Filed 2026-10-15

Hickory Point Bank & Trust

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$707.4K (+$67.6K)

Filed 2026-10-01

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares17,366 from 17,454

Change-88 (0%)

Value$614.2K (+$55.9K)

Filed 2026-10-13

Creative Planning

INCREASED

Shares16,942 from 12,376

Change+4,566 (+37%)

Value$599.2K (+$203.3K)

Filed 2026-11-02

Deutsche Bank Ag\

DECREASED

Shares14,621 from 15,951

Change-1,330 (-8%)

Value$517.1K (+$6.9K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares13,365 from 10,699

Change+2,666 (+25%)

Value$472.7K (+$130.5K)

Filed 2026-11-04

Meredith Wealth Planning

UNCHANGED

Shares9,594 from 9,594

Change0 (0%)

Value$339.3K (+$32.4K)

Filed 2026-10-14

State of Alaska, Department of Revenue

INCREASED

Shares1,919 from 1,809

Change+110 (+6%)

Value$19.0K (+$19.0K)

Filed 2026-10-15

Nisa Investment Advisors, LLC

INCREASED

Shares616 from 599

Change+17 (+3%)

Value$21.8K (+$2.6K)

Filed 2026-10-20

Evolution Wealth Management Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$17.7K (+$1.7K)

Filed 2026-10-28

Gamma Investing LLC

INCREASED

Shares434 from 428

Change+6 (+1%)

Value$15.4K (+$1.7K)

Filed 2026-10-08

Harbor Capital Advisors, Inc.

DECREASED

Shares395 from 441

Change-46 (-10%)

Value$14.0K ($0)

Filed 2026-10-22

IFP Advisors, Inc

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$12.4K (+$1.2K)

Filed 2026-10-16

Sterling Capital Management LLC

DECREASED

Shares315 from 328

Change-13 (-4%)

Value$11.1K (+$649)

Filed 2026-10-22

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares219 from 281

Change-62 (-22%)

Value$7.7K (-$1.2K)

Filed 2026-10-05

Versant Capital Management, Inc

UNCHANGED

Shares195 from 195

Change0 (0%)

Value$6.9K (+$659)

Filed 2026-10-02

SBI Securities Co., Ltd.

INCREASED

Shares169 from 151

Change+18 (+12%)

Value$6.0K (+$1.1K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$4.7K ($0)

Filed 2026-11-06

Pension & Wealth Management Advisors, Inc.

NEW

Shares139

Change+139

Value$4.9K

Filed 2026-10-16

Signaturefd, LLC

INCREASED

Shares113 from 72

Change+41 (+57%)

Value$4.0K (+$1.7K)

Filed 2026-10-23

SJS Investment Consulting Inc.

INCREASED

Shares76 from 63

Change+13 (+21%)

Value$2.7K (+$673)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares68 from 38

Change+30 (+79%)

Value$2.4K (+$1.2K)

Filed 2026-10-08

Larson Financial Group LLC

INCREASED

Shares61 from 43

Change+18 (+42%)

Value$2.2K (+$782)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares61 from 52

Change+9 (+17%)

Value$2.2K (+$494)

Filed 2026-11-04

US Bancorp \de\

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.6K (+$155)

Filed 2026-11-05

Essential Partners LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.6K (+$155)

Filed 2026-10-14

North Star Investment Management Corp.

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$1.5K (+$138)

Filed 2026-10-27

Zions Bancorporation, National Association

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.1K (+$101)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares25

Change+25

Value$884

Filed 2026-10-21

Physician Wealth Advisors, Inc.

NEW

Shares23

Change+23

Value$814

Filed 2026-10-20

Breakwater Investment Management

NEW

Shares21

Change+21

Value$743

Filed 2026-10-20

PNC Financial Services Group, Inc.

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$601 (+$57)

Filed 2026-11-06

Covestor Ltd

DECREASED

Shares12 from 24

Change-12 (-50%)

Value$0 (-$1)

Filed 2026-10-30

True Wealth Design, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$354 (+$34)

Filed 2026-10-13

Clearstead Advisors, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$354 (+$34)

Filed 2026-11-06

Provenance Wealth Advisors, LLC

NEW

Shares9

Change+9

Value$318

Filed 2026-10-30

Wedge Capital Management L L P

CLOSED

Shares0 from 28,930

Change-28,930 (-100%)

Value$0 (-$925.5K)

Filed 2026-10-13

First Command Advisory Services, Inc.

CLOSED

Shares0 from 17,834

Change-17,834 (-100%)

Value$0 (-$570.5K)

Filed 2026-11-05

Fifth Third Bancorp

CLOSED

Shares0 from 9,011

Change-9,011 (-100%)

Value$0 (-$288.3K)

Filed 2026-11-05

LSV Asset Management

CLOSED

Shares0 from 2,600

Change-2,600 (-100%)

Value$0 (-$83.0K)

Filed 2026-11-06

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 1,658

Change-1,658 (-100%)

Value$0 (-$53.0K)

Filed 2026-11-03

AdvisorNet Financial, Inc

CLOSED

Shares0 from 790

Change-790 (-100%)

Value$0 (-$25.3K)

Filed 2026-10-15

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$96)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 1,979,411

Change-1,979,411 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 726,752

Change-726,752 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 490,011

Change-490,011 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 473,202

Change-473,202 (-100%)

Value—

State Street Corp

N/A

Shares— from 395,928

Change-395,928 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 349,781

Change-349,781 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 298,605

Change-298,605 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 264,422

Change-264,422 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 194,494

Change-194,494 (-100%)

Value—

Siena Capital Partners GP, LLC

N/A

Shares— from 182,331

Change-182,331 (-100%)

Value—

Heartland Bank & Trust Co

N/A

Shares— from 150,575

Change-150,575 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 146,416

Change-146,416 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 135,370

Change-135,370 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 121,661

Change-121,661 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 121,492

Change-121,492 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 113,457

Change-113,457 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 109,524

Change-109,524 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 94,743

Change-94,743 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 82,705

Change-82,705 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 82,650

Change-82,650 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 64,589

Change-64,589 (-100%)

Value—

Wall Street Financial Group, Inc.

N/A

Shares— from 50,630

Change-50,630 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 49,821

Change-49,821 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 42,704

Change-42,704 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 35,754

Change-35,754 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 34,996

Change-34,996 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 34,700

Change-34,700 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 32,761

Change-32,761 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 27,562

Change-27,562 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 25,943

Change-25,943 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 22,358

Change-22,358 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 21,646

Change-21,646 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 20,403

Change-20,403 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 19,019

Change-19,019 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 16,340

Change-16,340 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 15,830

Change-15,830 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 14,521

Change-14,521 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 14,101

Change-14,101 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 13,641

Change-13,641 (-100%)

Value—

UBS Group AG

N/A

Shares— from 13,439

Change-13,439 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 13,358

Change-13,358 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,170

Change-13,170 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 12,974

Change-12,974 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 12,477

Change-12,477 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 11,680

Change-11,680 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 10,597

Change-10,597 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 9,753

Change-9,753 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 9,547

Change-9,547 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 9,125

Change-9,125 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 8,967

Change-8,967 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 8,801

Change-8,801 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 8,735

Change-8,735 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,662

Change-7,662 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 7,512

Change-7,512 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,491

Change-7,491 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 7,446

Change-7,446 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,338

Change-7,338 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 7,288

Change-7,288 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 6,700

Change-6,700 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,063

Change-6,063 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,041

Change-5,041 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,020

Change-5,020 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 4,588

Change-4,588 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,665

Change-3,665 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 3,039

Change-3,039 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 2,451

Change-2,451 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,867

Change-1,867 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,670

Change-1,670 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,476

Change-1,476 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,051

Change-1,051 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 732

Change-732 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 536

Change-536 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 483

Change-483 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 400

Change-400 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 400

Change-400 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 204

Change-204 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 109

Change-109 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	605,277	588,886	+16,391	+3%	$18.8M	$21.4M	+$2.6M	2026-11-04
Geode Capital Management, LLC	DECREASED	414,556	450,008	-35,452	-8%	$14.4M	$14.7M	+$269.4K	2026-11-06
LPL Financial LLC	INCREASED	347,463	321,709	+25,754	+8%	$10.3M	$12.3M	+$2.0M	2026-11-06
Allspring Global Investments Holdings, LLC	DECREASED	222,030	249,975	-27,945	-11%	$8.0M	$7.9M	-$143.5K	2026-11-04
Bank of New York Mellon Corp	DECREASED	135,075	139,809	-4,734	-3%	$4.5M	$4.8M	+$305.1K	2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	55,239	29,313	+25,926	+88%	$937.7K	$2.0M	+$1.0M	2026-10-27
Barclays PLC	INCREASED	51,536	44,133	+7,403	+17%	$1.4M	$1.8M	+$411.0K	2026-11-06
State of New Jersey Common Pension Fund D	DECREASED	33,076	39,852	-6,776	-17%	$1.3M	$1.2M	-$105.0K	2026-11-05
Russell Investments Group, Ltd.	INCREASED	32,005	20,149	+11,856	+59%	$644.6K	$1.1M	+$487.5K	2026-11-06
Detalus Advisors, LLC	NEW	24,335	—	+24,335	—	—	$860.7K	—	2026-10-15
Hickory Point Bank & Trust	UNCHANGED	20,000	20,000	0	0%	$639.8K	$707.4K	+$67.6K	2026-10-01
Hennion & Walsh Asset Management, Inc.	DECREASED	17,366	17,454	-88	0%	$558.4K	$614.2K	+$55.9K	2026-10-13
Creative Planning	INCREASED	16,942	12,376	+4,566	+37%	$395.9K	$599.2K	+$203.3K	2026-11-02
Deutsche Bank Ag\	DECREASED	14,621	15,951	-1,330	-8%	$510.3K	$517.1K	+$6.9K	2026-11-06
Citigroup Inc	INCREASED	13,365	10,699	+2,666	+25%	$342.3K	$472.7K	+$130.5K	2026-11-04
Meredith Wealth Planning	UNCHANGED	9,594	9,594	0	0%	$306.9K	$339.3K	+$32.4K	2026-10-14
State of Alaska, Department of Revenue	INCREASED	1,919	1,809	+110	+6%	$57	$19.0K	+$19.0K	2026-10-15
Nisa Investment Advisors, LLC	INCREASED	616	599	+17	+3%	$19.2K	$21.8K	+$2.6K	2026-10-20
Evolution Wealth Management Inc.	UNCHANGED	500	500	0	0%	$16.0K	$17.7K	+$1.7K	2026-10-28
Gamma Investing LLC	INCREASED	434	428	+6	+1%	$13.7K	$15.4K	+$1.7K	2026-10-08
Harbor Capital Advisors, Inc.	DECREASED	395	441	-46	-10%	$14.0K	$14.0K	$0	2026-10-22
IFP Advisors, Inc	UNCHANGED	350	350	0	0%	$11.2K	$12.4K	+$1.2K	2026-10-16
Sterling Capital Management LLC	DECREASED	315	328	-13	-4%	$10.5K	$11.1K	+$649	2026-10-22
MassMutual Private Wealth & Trust, FSB	DECREASED	219	281	-62	-22%	$9.0K	$7.7K	-$1.2K	2026-10-05
Versant Capital Management, Inc	UNCHANGED	195	195	0	0%	$6.2K	$6.9K	+$659	2026-10-02
SBI Securities Co., Ltd.	INCREASED	169	151	+18	+12%	$4.8K	$6.0K	+$1.1K	2026-10-22
Allworth Financial LP	UNCHANGED	146	146	0	0%	$4.7K	$4.7K	$0	2026-11-06
Pension & Wealth Management Advisors, Inc.	NEW	139	—	+139	—	—	$4.9K	—	2026-10-16
Signaturefd, LLC	INCREASED	113	72	+41	+57%	$2.3K	$4.0K	+$1.7K	2026-10-23
SJS Investment Consulting Inc.	INCREASED	76	63	+13	+21%	$2.0K	$2.7K	+$673	2026-10-26
Farther Finance Advisors, LLC	INCREASED	68	38	+30	+79%	$1.2K	$2.4K	+$1.2K	2026-10-08
Larson Financial Group LLC	INCREASED	61	43	+18	+42%	$1.4K	$2.2K	+$782	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	61	52	+9	+17%	$1.7K	$2.2K	+$494	2026-11-04
US Bancorp \de\	UNCHANGED	46	46	0	0%	$1.5K	$1.6K	+$155	2026-11-05
Essential Partners LLC	UNCHANGED	46	46	0	0%	$1.5K	$1.6K	+$155	2026-10-14
North Star Investment Management Corp.	UNCHANGED	41	41	0	0%	$1.3K	$1.5K	+$138	2026-10-27
Zions Bancorporation, National Association	UNCHANGED	30	30	0	0%	$960	$1.1K	+$101	2026-11-06
Root Financial Partners, LLC	NEW	25	—	+25	—	—	$884	—	2026-10-21
Physician Wealth Advisors, Inc.	NEW	23	—	+23	—	—	$814	—	2026-10-20
Breakwater Investment Management	NEW	21	—	+21	—	—	$743	—	2026-10-20
PNC Financial Services Group, Inc.	UNCHANGED	17	17	0	0%	$544	$601	+$57	2026-11-06
Covestor Ltd	DECREASED	12	24	-12	-50%	$1	$0	-$1	2026-10-30
True Wealth Design, LLC	UNCHANGED	10	10	0	0%	$320	$354	+$34	2026-10-13
Clearstead Advisors, LLC	UNCHANGED	10	10	0	0%	$320	$354	+$34	2026-11-06
Provenance Wealth Advisors, LLC	NEW	9	—	+9	—	—	$318	—	2026-10-30
Wedge Capital Management L L P	CLOSED	0	28,930	-28,930	-100%	$925.5K	$0	-$925.5K	2026-10-13
First Command Advisory Services, Inc.	CLOSED	0	17,834	-17,834	-100%	$570.5K	$0	-$570.5K	2026-11-05
Fifth Third Bancorp	CLOSED	0	9,011	-9,011	-100%	$288.3K	$0	-$288.3K	2026-11-05
LSV Asset Management	CLOSED	0	2,600	-2,600	-100%	$83.0K	$0	-$83.0K	2026-11-06
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	1,658	-1,658	-100%	$53.0K	$0	-$53.0K	2026-11-03
AdvisorNet Financial, Inc	CLOSED	0	790	-790	-100%	$25.3K	$0	-$25.3K	2026-10-15
Caitong International Asset Management Co., Ltd	CLOSED	0	3	-3	-100%	$96	$0	-$96	2026-10-29
BlackRock, Inc.	N/A	—	1,979,411	-1,979,411	-100%	$63.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	726,752	-726,752	-100%	$23.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	490,011	-490,011	-100%	$15.7M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	473,202	-473,202	-100%	$15.1M	—	—	—
State Street Corp	N/A	—	395,928	-395,928	-100%	$12.7M	—	—	—
American Century Companies Inc	N/A	—	349,781	-349,781	-100%	$11.2M	—	—	—
Wellington Management Group LLP	N/A	—	298,605	-298,605	-100%	$9.6M	—	—	—
Royce & Associates LP	N/A	—	264,422	-264,422	-100%	$8.5M	—	—	—
Northern Trust Corp	N/A	—	194,494	-194,494	-100%	$6.2M	—	—	—
Siena Capital Partners GP, LLC	N/A	—	182,331	-182,331	-100%	$5.8M	—	—	—
Heartland Bank & Trust Co	N/A	—	150,575	-150,575	-100%	$4.8M	—	—	—
Acadian Asset Management LLC	N/A	—	146,416	-146,416	-100%	$4.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	135,370	-135,370	-100%	$4.3M	—	—	—
Morgan Stanley	N/A	—	121,661	-121,661	-100%	$3.9M	—	—	—
Two Sigma Investments, LP	N/A	—	121,492	-121,492	-100%	$3.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	113,457	-113,457	-100%	$3.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	109,524	-109,524	-100%	$3.5M	—	—	—
Captrust Financial Advisors	N/A	—	94,743	-94,743	-100%	$3.0M	—	—	—
Johnson Investment Counsel Inc	N/A	—	82,705	-82,705	-100%	$2.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	82,650	-82,650	-100%	$2.6M	—	—	—
Nuveen, LLC	N/A	—	64,589	-64,589	-100%	$2.1M	—	—	—
Wall Street Financial Group, Inc.	N/A	—	50,630	-50,630	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	49,821	-49,821	-100%	$1.6M	—	—	—
AQR Capital Management LLC	N/A	—	42,704	-42,704	-100%	$1.4M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	35,754	-35,754	-100%	$1.1M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	34,996	-34,996	-100%	$1.1M	—	—	—
Swiss National Bank	N/A	—	34,700	-34,700	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	32,761	-32,761	-100%	$1.0M	—	—	—
Citadel Advisors LLC	N/A	—	27,562	-27,562	-100%	$881.7K	—	—	—
JPMorgan Chase & Co	N/A	—	25,943	-25,943	-100%	$826.3K	—	—	—
California State Teachers Retirement System	N/A	—	22,358	-22,358	-100%	$715.2K	—	—	—
Zacks Investment Management	N/A	—	21,646	-21,646	-100%	$692.5K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	20,403	-20,403	-100%	$652.7K	—	—	—
Rhumbline Advisers	N/A	—	19,019	-19,019	-100%	$608.4K	—	—	—
Alliancebernstein L.P.	N/A	—	16,340	-16,340	-100%	$436.6K	—	—	—
Invesco Ltd.	N/A	—	15,830	-15,830	-100%	$506.4K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	14,521	-14,521	-100%	$464.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	14,101	-14,101	-100%	$451.1K	—	—	—
Wells Fargo & Company	N/A	—	13,641	-13,641	-100%	$436.4K	—	—	—
UBS Group AG	N/A	—	13,439	-13,439	-100%	$429.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	13,358	-13,358	-100%	$428.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,170	-13,170	-100%	$421.3K	—	—	—
First Trust Advisors LP	N/A	—	12,974	-12,974	-100%	$415.0K	—	—	—
Stifel Financial Corp	N/A	—	12,477	-12,477	-100%	$399.1K	—	—	—
Squarepoint Ops LLC	N/A	—	11,680	-11,680	-100%	$373.6K	—	—	—
SEI Investments Co	N/A	—	10,597	-10,597	-100%	$339.0K	—	—	—
Globeflex Capital L P	N/A	—	9,753	-9,753	-100%	$312.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	9,547	-9,547	-100%	$305.4K	—	—	—
Legal & General Group Plc	N/A	—	9,125	-9,125	-100%	$291.9K	—	—	—
HSBC Holdings PLC	N/A	—	8,967	-8,967	-100%	$285.4K	—	—	—
GSA Capital Partners LLP	N/A	—	8,801	-8,801	-100%	$282.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	8,735	-8,735	-100%	$279.4K	—	—	—
Mariner, LLC	N/A	—	7,662	-7,662	-100%	$245.1K	—	—	—
New York State Common Retirement Fund	N/A	—	7,512	-7,512	-100%	$240.3K	—	—	—
Canada Pension Plan Investment Board	N/A	—	7,500	-7,500	-100%	$239.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,491	-7,491	-100%	$239.6K	—	—	—
Ameriprise Financial Inc	N/A	—	7,446	-7,446	-100%	$238.2K	—	—	—
HighTower Advisors, LLC	N/A	—	7,338	-7,338	-100%	$234.7K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	7,288	-7,288	-100%	$233.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	6,700	-6,700	-100%	$214.3K	—	—	—
SG Americas Securities, LLC	N/A	—	6,063	-6,063	-100%	$194.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,041	-5,041	-100%	$161.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,020	-5,020	-100%	$160.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	4,588	-4,588	-100%	$146.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,665	-3,665	-100%	$117.2K	—	—	—
Canada Life Assurance Co	N/A	—	3,039	-3,039	-100%	$97.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	2,451	-2,451	-100%	$78.4K	—	—	—
FMR LLC	N/A	—	1,867	-1,867	-100%	$59.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,670	-1,670	-100%	$53.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,476	-1,476	-100%	$47.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,051	-1,051	-100%	$33.7K	—	—	—
Arax Advisory Partners	N/A	—	732	-732	-100%	$23.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	536	-536	-100%	$17.0K	—	—	—
Royal Bank of Canada	N/A	—	483	-483	-100%	$15.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	400	-400	-100%	$12.8K	—	—	—
BFC Planning, Inc.	N/A	—	400	-400	-100%	$12.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	300	-300	-100%	$9.6K	—	—	—
Optiver Holding B.V.	N/A	—	204	-204	-100%	$6.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	109	-109	-100%	$3.5K	—	—	—
Harbour Investments, Inc.	N/A	—	50	-50	-100%	$1.6K	—	—	—
Rothschild Investment LLC	N/A	—	40	-40	-100%	$1.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	18	-18	-100%	$576	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$32	—	—	—

Showing 135 of 135 institutions