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Hamilton Lane Inc (HLNE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wasatch Advisors LP
INCREASED
Shares1,452,376 from 1,151,560
Change+300,816 (+26%)
Value$126.2M (+$35.4M)
Filed 2026-10-13
Geode Capital Management, LLC
INCREASED
Shares1,053,220 from 1,048,417
Change+4,803 (+0%)
Value$91.5M (+$8.8M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares1,013,474 from 1,032,111
Change-18,637 (-2%)
Value$88.0M (+$6.7M)
Filed 2026-11-02
Van Berkom & Associates Inc.
DECREASED
Shares804,106 from 884,888
Change-80,782 (-9%)
Value$69.8M (+$89.0K)
Filed 2026-11-04
Copeland Capital Management, LLC
INCREASED
Shares741,678 from 486,440
Change+255,238 (+52%)
Value$64.4M (+$26.1M)
Filed 2026-10-13
Dimensional Fund Advisors LP
INCREASED
Shares681,272 from 675,522
Change+5,750 (+1%)
Value$59.2M (+$5.9M)
Filed 2026-11-04
Deprince Race & Zollo Inc
INCREASED
Shares464,054 from 323,000
Change+141,054 (+44%)
Value$40.3M (+$14.8M)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares320,311 from 284,501
Change+35,810 (+13%)
Value$27.8M (+$5.4M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
NEW
Shares311,154
Change+311,154
Value$27.0M
Filed 2026-10-15
TimesSquare Capital Management, LLC
DECREASED
Shares169,070 from 236,216
Change-67,146 (-28%)
Value$14.7M (-$3.9M)
Filed 2026-11-03
Congress Asset Management Co
INCREASED
Shares128,545 from 105,098
Change+23,447 (+22%)
Value$11.2M (+$2.9M)
Filed 2026-10-06
Aberdeen Group plc
NEW
Shares123,009
Change+123,009
Value$10.7M
Filed 2026-11-06
Creative Planning
INCREASED
Shares122,697 from 57,711
Change+64,986 (+113%)
Value$10.7M (+$6.1M)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares119,701 from 80,651
Change+39,050 (+48%)
Value$10.4M (+$4.0M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares112,292 from 111,918
Change+374 (+0%)
Value$9.8M (+$931.2K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares91,623 from 28,928
Change+62,695 (+217%)
Value$8.0M (+$5.7M)
Filed 2026-11-06
Moran Wealth Management, LLC
DECREASED
Shares70,516 from 71,786
Change-1,270 (-2%)
Value$6.1M (+$466.1K)
Filed 2026-10-22
Kornitzer Capital Management Inc
INCREASED
Shares61,439 from 45,768
Change+15,671 (+34%)
Value$5.3M (+$1.7M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares58,839 from 66,480
Change-7,641 (-11%)
Value$5.1M (-$129.9K)
Filed 2026-10-16
Amundi
DECREASED
Shares57,813 from 178,647
Change-120,834 (-68%)
Value$5.0M (-$9.1M)
Filed 2026-11-06
Stablepoint Partners, LLC
NEW
Shares55,940
Change+55,940
Value$4.9M
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares45,764 from 190,204
Change-144,440 (-76%)
Value$4.0M (-$11.0M)
Filed 2026-11-04
Retirement Systems of Alabama
DECREASED
Shares41,088 from 42,266
Change-1,178 (-3%)
Value$3.6M (+$237.1K)
Filed 2026-11-04
Achmea Investment Management B.V.
NEW
Shares37,360
Change+37,360
Value$3.2M
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares33,261 from 32,761
Change+500 (+2%)
Value$2.9M (+$306.5K)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
INCREASED
Shares32,792 from 25,138
Change+7,654 (+30%)
Value$2.8M (+$866.7K)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares30,961 from 31,011
Change-50 (0%)
Value$2.7M (+$244.7K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares30,929 from 28,969
Change+1,960 (+7%)
Value$2.7M (+$402.8K)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares26,857 from 19,889
Change+6,968 (+35%)
Value$2.3M (+$764.9K)
Filed 2026-10-30
Baxter Bros Inc
NEW
Shares22,987
Change+22,987
Value$2.0M
Filed 2026-11-04
Alps Advisors Inc
INCREASED
Shares22,330 from 16,225
Change+6,105 (+38%)
Value$1.9M (+$660.6K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares21,456 from 12,480
Change+8,976 (+72%)
Value$1.9M (+$880.0K)
Filed 2026-11-05
Jefferies Financial Group Inc.
DECREASED
Shares20,098 from 76,476
Change-56,378 (-74%)
Value$1.7M (-$4.3M)
Filed 2026-11-05
RFG Advisory, LLC
NEW
Shares19,613
Change+19,613
Value$1.7M
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares18,195 from 18,453
Change-258 (-1%)
Value$1.6M (+$125.0K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares15,619 from 7,373
Change+8,246 (+112%)
Value$1.4M (+$775.4K)
Filed 2026-10-15
Mutual of America Capital Management LLC
DECREASED
Shares14,523 from 15,154
Change-631 (-4%)
Value$1.3M (+$66.9K)
Filed 2026-10-23
State of New Jersey Common Pension Fund D
DECREASED
Shares14,150 from 16,460
Change-2,310 (-14%)
Value$1.2M (-$68.5K)
Filed 2026-11-05
Point Nemo Capital, LLC
NEW
Shares13,415
Change+13,415
Value$1.2M
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares13,264 from 13,707
Change-443 (-3%)
Value$1.1M (+$24.7K)
Filed 2026-10-13
Searle & Co.
INCREASED
Shares12,400 from 7,700
Change+4,700 (+61%)
Value$1.1M (+$470.1K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares11,918 from 7,798
Change+4,120 (+53%)
Value$1.0M (+$421.3K)
Filed 2026-10-08
Louisiana State Employees Retirement System
DECREASED
Shares11,800 from 12,000
Change-200 (-2%)
Value$1.0M (+$79.0K)
Filed 2026-10-20
Arizona State Retirement System
INCREASED
Shares11,695 from 11,518
Change+177 (+2%)
Value$1.0M (+$107.9K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares10,320 from 11,220
Change-900 (-8%)
Value$896.4K (+$11.9K)
Filed 2026-10-22
Harbor Capital Advisors, Inc.
INCREASED
Shares9,524 from 6,370
Change+3,154 (+50%)
Value$827.0K (+$325.0K)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares9,508 from 9,783
Change-275 (-3%)
Value$825.9K (+$54.7K)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares9,300 from 9,600
Change-300 (-3%)
Value$807.8K (+$51.0K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares8,498 from 5,967
Change+2,531 (+42%)
Value$738.1K (+$267.7K)
Filed 2026-11-05
Fulcrum Asset Management LLP
INCREASED
Shares8,331 from 3,421
Change+4,910 (+144%)
Value$715.4K (+$458.8K)
Filed 2026-11-04
Virginia Retirement Systems ET Al
DECREASED
Shares8,300 from 16,100
Change-7,800 (-48%)
Value$720.9K (-$548.2K)
Filed 2026-10-28
Oregon Public Employees Retirement Fund
DECREASED
Shares8,300 from 8,400
Change-100 (-1%)
Value$720.9K (+$58.8K)
Filed 2026-10-30
New Mexico Educational Retirement Board
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$712.0K (+$66.0K)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares7,502 from 10,483
Change-2,981 (-28%)
Value$652.0K (-$174.0K)
Filed 2026-10-22
Inspire Investing, LLC
INCREASED
Shares7,402 from 3,243
Change+4,159 (+128%)
Value$642.9K (+$387.3K)
Filed 2026-10-22
TD Private Client Wealth LLC
DECREASED
Shares6,809 from 7,966
Change-1,157 (-15%)
Value$591.4K (-$36.5K)
Filed 2026-10-28
Pictet Asset Management Holding SA
UNCHANGED
Shares6,557 from 6,557
Change0 (0%)
Value$569.5K (+$52.7K)
Filed 2026-11-03
Deutsche Bank Ag\
DECREASED
Shares6,321 from 152,492
Change-146,171 (-96%)
Value$549.0K (-$11.5M)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares5,946 from 2,750
Change+3,196 (+116%)
Value$516.5K (+$299.7K)
Filed 2026-10-23
Savant Capital, LLC
NEW
Shares5,544
Change+5,544
Value$481.6K
Filed 2026-11-06
State of Alaska, Department of Revenue
INCREASED
Shares5,407 from 4,004
Change+1,403 (+35%)
Value$468.0K (+$153.0K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares5,019 from 1,648
Change+3,371 (+205%)
Value$435.9K (+$306.0K)
Filed 2026-11-06
Collaborative Fund Advisors, LLC
NEW
Shares4,910
Change+4,910
Value$426.5K
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
NEW
Shares4,749
Change+4,749
Value$412.5K
Filed 2026-10-22
Xponance LLC
DECREASED
Shares4,621 from 4,825
Change-204 (-4%)
Value$401.4K (+$21.0K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares4,545 from 4,126
Change+419 (+10%)
Value$394.8K (+$69.6K)
Filed 2026-11-06
Gibbs Wealth Management
INCREASED
Shares4,532 from 4,400
Change+132 (+3%)
Value$393.7K (+$46.8K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares4,500 from 4,008
Change+492 (+12%)
Value$393.9K (+$75.7K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares4,436 from 4,776
Change-340 (-7%)
Value$388.1K (+$8.8K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares4,344 from 3,674
Change+670 (+18%)
Value$377.0K (+$87.0K)
Filed 2026-10-26
Presilium Private Wealth, LLC
INCREASED
Shares4,064 from 4,058
Change+6 (+0%)
Value$353.0K (+$33.1K)
Filed 2026-10-26
Allegheny Financial Group
INCREASED
Shares3,867 from 3,448
Change+419 (+12%)
Value$335.9K (+$64.1K)
Filed 2026-11-05
HB Wealth Management, LLC
NEW
Shares3,757
Change+3,757
Value$326.3K
Filed 2026-10-23
Northstar Asset Management Co
INCREASED
Shares3,550 from 3,450
Change+100 (+3%)
Value$292.7K (+$5.8K)
Filed 2026-10-22
Stackstone Wealth, LLC
NEW
Shares3,527
Change+3,527
Value$306.4K
Filed 2026-10-19
Brighton Jones LLC
DECREASED
Shares3,358 from 3,414
Change-56 (-2%)
Value$291.7K (+$22.6K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
NEW
Shares3,307
Change+3,307
Value$287.2K
Filed 2026-10-21
Personal CFO Solutions, LLC
NEW
Shares3,264
Change+3,264
Value$285.5K
Filed 2026-11-06
Commonwealth Equity Services, LLC
NEW
Shares3,053
Change+3,053
Value$265.2K
Filed 2026-11-02
Crossmark Global Holdings, Inc.
INCREASED
Shares2,995 from 2,737
Change+258 (+9%)
Value$260.1K (+$44.4K)
Filed 2026-10-21
Norden Group LLC
NEW
Shares2,974
Change+2,974
Value$258.3K
Filed 2026-10-20
Securian Asset Management, Inc
DECREASED
Shares2,930 from 3,030
Change-100 (-3%)
Value$254.5K (-$5.6K)
Filed 2026-11-06
Vise Technologies, Inc.
NEW
Shares2,920
Change+2,920
Value$253.7K
Filed 2026-10-29
HUB Investment Partners, LLC
NEW
Shares2,847
Change+2,847
Value$247.3K
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares2,837
Change+2,837
Value$246.4K
Filed 2026-10-30
Old National Bancorp
NEW
Shares2,778
Change+2,778
Value$241.3K
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares2,716 from 3,083
Change-367 (-12%)
Value$236.0K (-$7.1K)
Filed 2026-10-14
AlphaCore Capital LLC
NEW
Shares2,657
Change+2,657
Value$231.2K
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares2,619 from 3,104
Change-485 (-16%)
Value$227.5K (-$17.2K)
Filed 2026-10-16
Swiss Life Asset Management Ltd
UNCHANGED
Shares2,597 from 2,597
Change0 (0%)
Value$225.6K (+$20.9K)
Filed 2026-11-03
Citizens Financial Group Inc
NEW
Shares2,503
Change+2,503
Value$219.0K
Filed 2026-10-23
State of Wyoming
NEW
Shares2,470
Change+2,470
Value$214.5K
Filed 2026-10-28
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$210.2K (+$19.4K)
Filed 2026-10-26
Legacy Wealth Asset Management, LLC
NEW
Shares2,373
Change+2,373
Value$206.1K
Filed 2026-10-09
Blue Trust, Inc.
INCREASED
Shares2,080 from 1,819
Change+261 (+14%)
Value$180.7K (+$37.3K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
NEW
Shares2,070
Change+2,070
Value$179.8K
Filed 2026-10-06
Assetmark, Inc
INCREASED
Shares1,976 from 1,551
Change+425 (+27%)
Value$171.6K (+$49.4K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares1,760 from 934
Change+826 (+88%)
Value$152.9K (+$79.2K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares1,656 from 991
Change+665 (+67%)
Value$143.8K (+$65.7K)
Filed 2026-10-23
KBC Group NV
UNCHANGED
Shares1,596 from 1,596
Change0 (0%)
Value$139.0K (+$13.0K)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,490 from 1,330
Change+160 (+12%)
Value$129.4K (+$24.6K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares1,350 from 730
Change+620 (+85%)
Value$117.3K (+$59.7K)
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares1,308 from 982
Change+326 (+33%)
Value$114.4K (+$36.5K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares1,193 from 1,171
Change+22 (+2%)
Value$94.0K (+$1.7K)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares1,164 from 9,610
Change-8,446 (-88%)
Value$101.1K (-$656.5K)
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares1,035 from 976
Change+59 (+6%)
Value$89.9K (+$13.0K)
Filed 2026-10-14
DekaBank Deutsche Girozentrale
NEW
Shares1,006
Change+1,006
Value$86
Filed 2026-10-27
Leonteq Securities AG
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$87.2K (+$8.1K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares949 from 1,010
Change-61 (-6%)
Value$82.4K (+$2.8K)
Filed 2026-11-04
UMB Bank, n.a.
INCREASED
Shares948 from 172
Change+776 (+451%)
Value$82.3K (+$68.8K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares789 from 438
Change+351 (+80%)
Value$68.5K (+$34.0K)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares776 from 277
Change+499 (+180%)
Value$67.4K (+$45.6K)
Filed 2026-11-05
MB, Levis & Associates, LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$62.7K (+$5.8K)
Filed 2026-10-16
Fortitude Family Office, LLC
NEW
Shares584
Change+584
Value$50.7K
Filed 2026-10-14
Strs Ohio
DECREASED
Shares554 from 830
Change-276 (-33%)
Value$48.1K (-$17.3K)
Filed 2026-10-30
Simplex Trading, LLC
NEW
Shares382
Change+382
Value$33.2K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares312
Change+312
Value$27.1K
Filed 2026-10-21
Cullen T Bankers, Inc.
NEW
Shares271
Change+271
Value$23.5K
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares264 from 194
Change+70 (+36%)
Value$22.9K (+$7.6K)
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares253
Change+253
Value$22.0K
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares242 from 231
Change+11 (+5%)
Value$21.0K (+$2.8K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares211 from 185
Change+26 (+14%)
Value$18 (+$3)
Filed 2026-10-30
Parkside Financial Bank & Trust
INCREASED
Shares154 from 132
Change+22 (+17%)
Value$13.4K (+$3.0K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares133 from 188
Change-55 (-29%)
Value$11.6K (-$3.3K)
Filed 2026-10-20
Entrust Financial LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$10.8K (+$996)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$9.6K (+$891)
Filed 2026-10-16
Zions Bancorporation, National Association
INCREASED
Shares110 from 8
Change+102 (+1275%)
Value$9.6K (+$8.9K)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$9.6K (+$884)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares104 from 116
Change-12 (-10%)
Value$9.0K (-$111)
Filed 2026-10-05
Bare Financial Services, Inc
NEW
Shares99
Change+99
Value$8.6K
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares90
Change+90
Value$7.8K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares89
Change+89
Value$7.7K
Filed 2026-10-09
Clearstead Advisors, LLC
DECREASED
Shares88 from 158
Change-70 (-44%)
Value$7.6K (-$4.8K)
Filed 2026-11-06
First Horizon Corp
DECREASED
Shares88 from 108
Change-20 (-19%)
Value$7.6K (-$870)
Filed 2026-10-26
Elevation Wealth Partners, LLC
DECREASED
Shares85 from 161
Change-76 (-47%)
Value$7.4K (-$5.3K)
Filed 2026-10-07
Jnba Financial Advisors
NEW
Shares79
Change+79
Value$6.9K
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares63
Change+63
Value$5.5K
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares63 from 62
Change+1 (+2%)
Value$5.5K (+$585)
Filed 2026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$5.1K (+$474)
Filed 2026-10-15
True Wealth Design, LLC
INCREASED
Shares58 from 26
Change+32 (+123%)
Value$5.0K (+$3.0K)
Filed 2026-10-13
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$5.0K (+$635)
Filed 2026-11-06
Owl Creek Wealth Partners LLC
NEW
Shares55
Change+55
Value$4.8K
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares47 from 419
Change-372 (-89%)
Value$4.1K (-$28.9K)
Filed 2026-10-16
Bayban
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$3.6K ($0)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
DECREASED
Shares39 from 51
Change-12 (-24%)
Value$3.4K (-$633)
Filed 2026-10-20
Clark Wealth Partners
NEW
Shares35
Change+35
Value$3.0K
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.0K (+$281)
Filed 2026-10-22
Wolff Wiese Magana LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.9K (+$265)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares26 from 13
Change+13 (+100%)
Value$2.3K (+$1.2K)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares23 from 24
Change-1 (-4%)
Value$2.0K (+$106)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
INCREASED
Shares22 from 21
Change+1 (+5%)
Value$1.9K (+$185)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares21 from 11
Change+10 (+91%)
Value$1.8K (+$957)
Filed 2026-10-27
Highline Wealth Partners LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (+$160)
Filed 2026-10-19
TD Waterhouse Canada Inc.
NEW
Shares17
Change+17
Value$1.5K
Filed 2026-10-16
JFS Wealth Advisors, LLC
INCREASED
Shares16 from 12
Change+4 (+33%)
Value$1.4K (+$441)
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.2K (+$112)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares13 from 255
Change-242 (-95%)
Value$1.1K (-$19.0K)
Filed 2026-10-29
CX Institutional
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Albion Financial Group
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (+$97)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares11
Change+11
Value$955
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares10 from 120
Change-110 (-92%)
Value$869 (-$8.6K)
Filed 2026-10-08
Signature Equity Partners, LLC
INCREASED
Shares9 from 6
Change+3 (+50%)
Value$782 (+$309)
Filed 2026-10-29
Proathlete Wealth Management LLC
NEW
Shares8
Change+8
Value$694
Filed 2026-10-15
Manchester Capital Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$695 (+$64)
Filed 2026-10-22
Hughes Financial Services, LLC
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$600 (+$127)
Filed 2026-10-30
Burk Holdings LLC
NEW
Shares6
Change+6
Value$521
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$435 (+$40)
Filed 2026-10-16
Valley National Advisers Inc
NEW
Shares3
Change+3
Value$261
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
NEW
Shares3
Change+3
Value$261
Filed 2026-11-03
Cromwell Holdings LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$262 (+$24)
Filed 2026-10-28
American Capital Advisory, LLC
NEW
Shares2
Change+2
Value$174
Filed 2026-10-28
James T. Borello RIA
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$174 (+$16)
Filed 2026-10-16
Rakuten Securities, Inc.
DECREASED
Shares1 from 8
Change-7 (-87%)
Value$87 (-$544)
Filed 2026-11-02
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$89 (+$10)
Filed 2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$87 (+$8)
Filed 2026-10-15
Retirement Wealth Solutions LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$93 (+$9)
Filed 2026-10-07
Natixis
CLOSED
Shares0 from 77,703
Change-77,703 (-100%)
Value$0 (-$6.1M)
Filed 2026-11-06
Oak Thistle LLC
CLOSED
Shares0 from 14,194
Change-14,194 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Mawer Investment Management Ltd.
CLOSED
Shares0 from 13,400
Change-13,400 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
Verdence Capital Advisors LLC
CLOSED
Shares0 from 5,103
Change-5,103 (-100%)
Value$0 (-$402.3K)
Filed 2026-10-26
Lecap Asset Management LTD
CLOSED
Shares0 from 4,523
Change-4,523 (-100%)
Value$0 (-$356.5K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 2,651
Change-2,651 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,517
Change-1,517 (-100%)
Value$0 (-$119.3K)
Filed 2026-11-02
Tema Etfs LLC
CLOSED
Shares0 from 713
Change-713 (-100%)
Value$0 (-$56.2K)
Filed 2026-10-16
Cornerstone Planning Group LLC
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-16
Centerpoint Advisors, LLC
CLOSED
Shares0 from 162
Change-162 (-100%)
Value$0 (-$13)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-15
Mather Group, Llc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-14
Sunrise Financial Services, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$867)
Filed 2026-10-07
Avion Wealth
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-04
Creative Capital Management Investments LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$315)
Filed 2026-10-28
Planning Strategies Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$79)
Filed 2026-10-02
BlackRock, Inc.
N/A
Shares— from 4,281,385
Change-4,281,385 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,053,076
Change-3,053,076 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,796,500
Change-1,796,500 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,794,120
Change-1,794,120 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,355,756
Change-1,355,756 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,215,166
Change-1,215,166 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,203,158
Change-1,203,158 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 932,229
Change-932,229 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 857,072
Change-857,072 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 756,217
Change-756,217 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 709,728
Change-709,728 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 620,360
Change-620,360 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 613,935
Change-613,935 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 605,725
Change-605,725 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 598,229
Change-598,229 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 597,907
Change-597,907 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 590,877
Change-590,877 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 586,530
Change-586,530 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 580,344
Change-580,344 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 572,991
Change-572,991 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 511,474
Change-511,474 (-100%)
Value—
UBS Group AG
N/A
Shares— from 494,611
Change-494,611 (-100%)
Value—
Norges Bank
N/A
Shares— from 491,150
Change-491,150 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 476,169
Change-476,169 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 435,039
Change-435,039 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 434,241
Change-434,241 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 414,998
Change-414,998 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 406,605
Change-406,605 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 402,820
Change-402,820 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 401,431
Change-401,431 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 398,930
Change-398,930 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 371,616
Change-371,616 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 362,605
Change-362,605 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 357,541
Change-357,541 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 353,145
Change-353,145 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 325,095
Change-325,095 (-100%)
Value—
Man Group plc
N/A
Shares— from 322,972
Change-322,972 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 310,148
Change-310,148 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 305,256
Change-305,256 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 301,565
Change-301,565 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 295,462
Change-295,462 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 267,996
Change-267,996 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 258,331
Change-258,331 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 248,799
Change-248,799 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 236,132
Change-236,132 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 223,310
Change-223,310 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 193,125
Change-193,125 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 190,100
Change-190,100 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 189,528
Change-189,528 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 186,797
Change-186,797 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 165,562
Change-165,562 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 152,115
Change-152,115 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 148,795
Change-148,795 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 146,114
Change-146,114 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 143,623
Change-143,623 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 128,784
Change-128,784 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 128,638
Change-128,638 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 126,558
Change-126,558 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 119,623
Change-119,623 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 114,717
Change-114,717 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 114,382
Change-114,382 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 110,764
Change-110,764 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 110,130
Change-110,130 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 108,654
Change-108,654 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 106,043
Change-106,043 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 100,958
Change-100,958 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 99,827
Change-99,827 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 90,756
Change-90,756 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 90,070
Change-90,070 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 83,800
Change-83,800 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 80,079
Change-80,079 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 77,683
Change-77,683 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 69,962
Change-69,962 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 68,864
Change-68,864 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 61,304
Change-61,304 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 60,283
Change-60,283 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 58,694
Change-58,694 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 57,702
Change-57,702 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 56,750
Change-56,750 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 54,917
Change-54,917 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 54,701
Change-54,701 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 54,405
Change-54,405 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 54,401
Change-54,401 (-100%)
Value—
Bullseye Asset Management LLC
N/A
Shares— from 54,283
Change-54,283 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 50,867
Change-50,867 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 50,385
Change-50,385 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 48,187
Change-48,187 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 48,040
Change-48,040 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 46,983
Change-46,983 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 45,351
Change-45,351 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 44,160
Change-44,160 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 41,744
Change-41,744 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 37,200
Change-37,200 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 37,182
Change-37,182 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 33,036
Change-33,036 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 32,358
Change-32,358 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 30,975
Change-30,975 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 30,750
Change-30,750 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 28,793
Change-28,793 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 27,637
Change-27,637 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 26,747
Change-26,747 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 25,600
Change-25,600 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 25,360
Change-25,360 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 24,639
Change-24,639 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 24,560
Change-24,560 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,880
Change-23,880 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,564
Change-22,564 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 22,229
Change-22,229 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 21,836
Change-21,836 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 21,361
Change-21,361 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 20,654
Change-20,654 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 20,126
Change-20,126 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 19,649
Change-19,649 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 18,920
Change-18,920 (-100%)
Value—
&partners
N/A
Shares— from 18,391
Change-18,391 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 18,219
Change-18,219 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 18,161
Change-18,161 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 18,082
Change-18,082 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 16,760
Change-16,760 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,615
Change-15,615 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 15,488
Change-15,488 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 15,335
Change-15,335 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 15,206
Change-15,206 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,295
Change-14,295 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 13,892
Change-13,892 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 13,640
Change-13,640 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 12,765
Change-12,765 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 12,755
Change-12,755 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 12,725
Change-12,725 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,614
Change-12,614 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 12,530
Change-12,530 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 12,418
Change-12,418 (-100%)
Value—
Allstate Corp
N/A
Shares— from 12,084
Change-12,084 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 11,756
Change-11,756 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,584
Change-11,584 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 11,427
Change-11,427 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 11,017
Change-11,017 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,656
Change-10,656 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 10,195
Change-10,195 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 9,192
Change-9,192 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 8,943
Change-8,943 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,881
Change-7,881 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 7,443
Change-7,443 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,312
Change-7,312 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,508
Change-6,508 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Bamco Inc
N/A
Shares— from 5,884
Change-5,884 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,506
Change-5,506 (-100%)
Value—
Aviva PLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 4,602
Change-4,602 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 955
Change-955 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 682
Change-682 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 528
Change-528 (-100%)
Value—
Quarry LP
N/A
Shares— from 521
Change-521 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 438
Change-438 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 122
Change-122 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 117
Change-117 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 48
Change-48 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 9
Change-9 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6
Change-6 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wasatch Advisors LP
INCREASED1,452,3761,151,560+300,816+26%$90.8M$126.2M+$35.4M2026-10-13
Geode Capital Management, LLC
INCREASED1,053,2201,048,417+4,803+0%$82.7M$91.5M+$8.8M2026-11-06
Principal Financial Group Inc
DECREASED1,013,4741,032,111-18,637-2%$81.4M$88.0M+$6.7M2026-11-02
Van Berkom & Associates Inc.
DECREASED804,106884,888-80,782-9%$69.8M$69.8M+$89.0K2026-11-04
Copeland Capital Management, LLC
INCREASED741,678486,440+255,238+52%$38.3M$64.4M+$26.1M2026-10-13
Dimensional Fund Advisors LP
INCREASED681,272675,522+5,750+1%$53.2M$59.2M+$5.9M2026-11-04
Deprince Race & Zollo Inc
INCREASED464,054323,000+141,054+44%$25.5M$40.3M+$14.8M2026-10-13
Bank of New York Mellon Corp
INCREASED320,311284,501+35,810+13%$22.4M$27.8M+$5.4M2026-11-05
Fort Washington Investment Advisors Inc
NEW311,154—+311,154——$27.0M—2026-10-15
TimesSquare Capital Management, LLC
DECREASED169,070236,216-67,146-28%$18.6M$14.7M-$3.9M2026-11-03
Congress Asset Management Co
INCREASED128,545105,098+23,447+22%$8.3M$11.2M+$2.9M2026-10-06
Aberdeen Group plc
NEW123,009—+123,009——$10.7M—2026-11-06
Creative Planning
INCREASED122,69757,711+64,986+113%$4.5M$10.7M+$6.1M2026-11-02
Russell Investments Group, Ltd.
INCREASED119,70180,651+39,050+48%$6.4M$10.4M+$4.0M2026-11-06
LPL Financial LLC
INCREASED112,292111,918+374+0%$8.8M$9.8M+$931.2K2026-11-06
Barclays PLC
INCREASED91,62328,928+62,695+217%$2.3M$8.0M+$5.7M2026-11-06
Moran Wealth Management, LLC
DECREASED70,51671,786-1,270-2%$5.7M$6.1M+$466.1K2026-10-22
Kornitzer Capital Management Inc
INCREASED61,43945,768+15,671+34%$3.6M$5.3M+$1.7M2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED58,83966,480-7,641-11%$5.2M$5.1M-$129.9K2026-10-16
Amundi
DECREASED57,813178,647-120,834-68%$14.1M$5.0M-$9.1M2026-11-06
Stablepoint Partners, LLC
NEW55,940—+55,940——$4.9M—2026-11-03
Citigroup Inc
DECREASED45,764190,204-144,440-76%$15.0M$4.0M-$11.0M2026-11-04
Retirement Systems of Alabama
DECREASED41,08842,266-1,178-3%$3.3M$3.6M+$237.1K2026-11-04
Achmea Investment Management B.V.
NEW37,360—+37,360——$3.2M—2026-10-30
Oppenheimer & Co Inc
INCREASED33,26132,761+500+2%$2.6M$2.9M+$306.5K2026-10-26
Oppenheimer Asset Management Inc.
INCREASED32,79225,138+7,654+30%$2.0M$2.8M+$866.7K2026-10-27
Truist Financial Corp
DECREASED30,96131,011-500%$2.4M$2.7M+$244.7K2026-10-30
Fifth Third Bancorp
INCREASED30,92928,969+1,960+7%$2.3M$2.7M+$402.8K2026-11-05
B. Metzler seel. Sohn & Co. AG
INCREASED26,85719,889+6,968+35%$1.6M$2.3M+$764.9K2026-10-30
Baxter Bros Inc
NEW22,987—+22,987——$2.0M—2026-11-04
Alps Advisors Inc
INCREASED22,33016,225+6,105+38%$1.3M$1.9M+$660.6K2026-11-03
Thrivent Financial for Lutherans
INCREASED21,45612,480+8,976+72%$984.0K$1.9M+$880.0K2026-11-05
Jefferies Financial Group Inc.
DECREASED20,09876,476-56,378-74%$6.0M$1.7M-$4.3M2026-11-05
RFG Advisory, LLC
NEW19,613—+19,613——$1.7M—2026-11-03
Amalgamated Bank
DECREASED18,19518,453-258-1%$1.5M$1.6M+$125.0K2026-10-23
Atria Investments, Inc
INCREASED15,6197,373+8,246+112%$581.2K$1.4M+$775.4K2026-10-15
Mutual of America Capital Management LLC
DECREASED14,52315,154-631-4%$1.2M$1.3M+$66.9K2026-10-23
State of New Jersey Common Pension Fund D
DECREASED14,15016,460-2,310-14%$1.3M$1.2M-$68.5K2026-11-05
Point Nemo Capital, LLC
NEW13,415—+13,415——$1.2M—2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED13,26413,707-443-3%$1.1M$1.1M+$24.7K2026-10-13
Searle & Co.
INCREASED12,4007,700+4,700+61%$607.0K$1.1M+$470.1K2026-11-04
Farther Finance Advisors, LLC
INCREASED11,9187,798+4,120+53%$613.9K$1.0M+$421.3K2026-10-08
Louisiana State Employees Retirement System
DECREASED11,80012,000-200-2%$946.0K$1.0M+$79.0K2026-10-20
Arizona State Retirement System
INCREASED11,69511,518+177+2%$908.0K$1.0M+$107.9K2026-11-03
Yousif Capital Management, LLC
DECREASED10,32011,220-900-8%$884.5K$896.4K+$11.9K2026-10-22
Harbor Capital Advisors, Inc.
INCREASED9,5246,370+3,154+50%$502.0K$827.0K+$325.0K2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED9,5089,783-275-3%$771.2K$825.9K+$54.7K2026-11-03
State of Michigan Retirement System
DECREASED9,3009,600-300-3%$756.8K$807.8K+$51.0K2026-10-27
US Bancorp \de\
INCREASED8,4985,967+2,531+42%$470.4K$738.1K+$267.7K2026-11-05
Fulcrum Asset Management LLP
INCREASED8,3313,421+4,910+144%$256.6K$715.4K+$458.8K2026-11-04
Virginia Retirement Systems ET Al
DECREASED8,30016,100-7,800-48%$1.3M$720.9K-$548.2K2026-10-28
Oregon Public Employees Retirement Fund
DECREASED8,3008,400-100-1%$662.2K$720.9K+$58.8K2026-10-30
New Mexico Educational Retirement Board
UNCHANGED8,2008,20000%$646.0K$712.0K+$66.0K2026-11-05
New York State Teachers Retirement System
DECREASED7,50210,483-2,981-28%$826.0K$652.0K-$174.0K2026-10-22
Inspire Investing, LLC
INCREASED7,4023,243+4,159+128%$255.6K$642.9K+$387.3K2026-10-22
TD Private Client Wealth LLC
DECREASED6,8097,966-1,157-15%$628.0K$591.4K-$36.5K2026-10-28
Pictet Asset Management Holding SA
UNCHANGED6,5576,55700%$516.9K$569.5K+$52.7K2026-11-03
Deutsche Bank Ag\
DECREASED6,321152,492-146,171-96%$12.0M$549.0K-$11.5M2026-11-06
Apollon Wealth Management, LLC
INCREASED5,9462,750+3,196+116%$216.8K$516.5K+$299.7K2026-10-23
Savant Capital, LLC
NEW5,544—+5,544——$481.6K—2026-11-06
State of Alaska, Department of Revenue
INCREASED5,4074,004+1,403+35%$315.0K$468.0K+$153.0K2026-10-15
PNC Financial Services Group, Inc.
INCREASED5,0191,648+3,371+205%$129.9K$435.9K+$306.0K2026-11-06
Collaborative Fund Advisors, LLC
NEW4,910—+4,910——$426.5K—2026-11-02
Fifth Third Wealth Advisors LLC
NEW4,749—+4,749——$412.5K—2026-10-22
Xponance LLC
DECREASED4,6214,825-204-4%$380.4K$401.4K+$21.0K2026-11-03
Merit Financial Group, LLC
INCREASED4,5454,126+419+10%$325.2K$394.8K+$69.6K2026-11-06
Gibbs Wealth Management
INCREASED4,5324,400+132+3%$346.8K$393.7K+$46.8K2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED4,5004,008+492+12%$318.1K$393.9K+$75.7K2026-11-05
Evergreen Capital Management LLC
DECREASED4,4364,776-340-7%$379.3K$388.1K+$8.8K2026-10-23
Park Avenue Securities LLC
INCREASED4,3443,674+670+18%$290.0K$377.0K+$87.0K2026-10-26
Presilium Private Wealth, LLC
INCREASED4,0644,058+6+0%$319.9K$353.0K+$33.1K2026-10-26
Allegheny Financial Group
INCREASED3,8673,448+419+12%$271.8K$335.9K+$64.1K2026-11-05
HB Wealth Management, LLC
NEW3,757—+3,757——$326.3K—2026-10-23
Northstar Asset Management Co
INCREASED3,5503,450+100+3%$286.9K$292.7K+$5.8K2026-10-22
Stackstone Wealth, LLC
NEW3,527—+3,527——$306.4K—2026-10-19
Brighton Jones LLC
DECREASED3,3583,414-56-2%$269.1K$291.7K+$22.6K2026-11-03
Axxcess Wealth Management, LLC
NEW3,307—+3,307——$287.2K—2026-10-21
Personal CFO Solutions, LLC
NEW3,264—+3,264——$285.5K—2026-11-06
Commonwealth Equity Services, LLC
NEW3,053—+3,053——$265.2K—2026-11-02
Crossmark Global Holdings, Inc.
INCREASED2,9952,737+258+9%$215.8K$260.1K+$44.4K2026-10-21
Norden Group LLC
NEW2,974—+2,974——$258.3K—2026-10-20
Securian Asset Management, Inc
DECREASED2,9303,030-100-3%$260.1K$254.5K-$5.6K2026-11-06
Vise Technologies, Inc.
NEW2,920—+2,920——$253.7K—2026-10-29
HUB Investment Partners, LLC
NEW2,847—+2,847——$247.3K—2026-11-03
Provenance Wealth Advisors, LLC
NEW2,837—+2,837——$246.4K—2026-10-30
Old National Bancorp
NEW2,778—+2,778——$241.3K—2026-10-20
Davenport & Co LLC
DECREASED2,7163,083-367-12%$243.0K$236.0K-$7.1K2026-10-14
AlphaCore Capital LLC
NEW2,657—+2,657——$231.2K—2026-11-04
Concurrent Investment Advisors, LLC
DECREASED2,6193,104-485-16%$244.7K$227.5K-$17.2K2026-10-16
Swiss Life Asset Management Ltd
UNCHANGED2,5972,59700%$204.7K$225.6K+$20.9K2026-11-03
Citizens Financial Group Inc
NEW2,503—+2,503——$219.0K—2026-10-23
State of Wyoming
NEW2,470—+2,470——$214.5K—2026-10-28
Tokio Marine Asset Management Co LTD
UNCHANGED2,4202,42000%$190.8K$210.2K+$19.4K2026-10-26
Legacy Wealth Asset Management, LLC
NEW2,373—+2,373——$206.1K—2026-10-09
Blue Trust, Inc.
INCREASED2,0801,819+261+14%$143.4K$180.7K+$37.3K2026-10-15
Central Pacific Bank - Trust Division
NEW2,070—+2,070——$179.8K—2026-10-06
Assetmark, Inc
INCREASED1,9761,551+425+27%$122.3K$171.6K+$49.4K2026-10-21
Parallel Advisors, LLC
INCREASED1,760934+826+88%$73.6K$152.9K+$79.2K2026-11-03
Signaturefd, LLC
INCREASED1,656991+665+67%$78.1K$143.8K+$65.7K2026-10-23
KBC Group NV
UNCHANGED1,5961,59600%$126.0K$139.0K+$13.0K2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED1,4901,330+160+12%$104.8K$129.4K+$24.6K2026-11-03
Harbor Investment Advisory, LLC
INCREASED1,350730+620+85%$57.5K$117.3K+$59.7K2026-10-13
Nisa Investment Advisors, LLC
INCREASED1,308982+326+33%$77.9K$114.4K+$36.5K2026-10-20
Allworth Financial LP
INCREASED1,1931,171+22+2%$92.3K$94.0K+$1.7K2026-11-06
Sterling Capital Management LLC
DECREASED1,1649,610-8,446-88%$757.6K$101.1K-$656.5K2026-10-22
Essential Partners LLC
INCREASED1,035976+59+6%$76.9K$89.9K+$13.0K2026-10-14
DekaBank Deutsche Girozentrale
NEW1,006—+1,006——$86—2026-10-27
Leonteq Securities AG
UNCHANGED1,0041,00400%$79.1K$87.2K+$8.1K2026-10-29
EverSource Wealth Advisors, LLC
DECREASED9491,010-61-6%$79.7K$82.4K+$2.8K2026-11-04
UMB Bank, n.a.
INCREASED948172+776+451%$13.6K$82.3K+$68.8K2026-11-06
Gamma Investing LLC
INCREASED789438+351+80%$34.5K$68.5K+$34.0K2026-10-08
Larson Financial Group LLC
INCREASED776277+499+180%$21.8K$67.4K+$45.6K2026-11-05
MB, Levis & Associates, LLC
UNCHANGED72272200%$56.9K$62.7K+$5.8K2026-10-16
Fortitude Family Office, LLC
NEW584—+584——$50.7K—2026-10-14
Strs Ohio
DECREASED554830-276-33%$65.4K$48.1K-$17.3K2026-10-30
Simplex Trading, LLC
NEW382—+382——$33.2K—2026-11-04
Root Financial Partners, LLC
NEW312—+312——$27.1K—2026-10-21
Cullen T Bankers, Inc.
NEW271—+271——$23.5K—2026-10-28
SJS Investment Consulting Inc.
INCREASED264194+70+36%$15.3K$22.9K+$7.6K2026-10-26
Heritage Family Offices, LLP
NEW253—+253——$22.0K—2026-11-02
SBI Securities Co., Ltd.
INCREASED242231+11+5%$18.2K$21.0K+$2.8K2026-10-22
Covestor Ltd
INCREASED211185+26+14%$15$18+$32026-10-30
Parkside Financial Bank & Trust
INCREASED154132+22+17%$10.4K$13.4K+$3.0K2026-10-27
Private Trust Co NA
DECREASED133188-55-29%$14.8K$11.6K-$3.3K2026-10-20
Entrust Financial LLC
UNCHANGED12412400%$9.8K$10.8K+$9962026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED11111100%$8.8K$9.6K+$8912026-10-16
Zions Bancorporation, National Association
INCREASED1108+102+1275%$631$9.6K+$8.9K2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED11011000%$8.7K$9.6K+$8842026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED104116-12-10%$9.1K$9.0K-$1112026-10-05
Bare Financial Services, Inc
NEW99—+99——$8.6K—2026-11-04
Birch Financial Group, LLC
NEW90—+90——$7.8K—2026-10-27
GK Wealth Management LLC
NEW89—+89——$7.7K—2026-10-09
Clearstead Advisors, LLC
DECREASED88158-70-44%$12.5K$7.6K-$4.8K2026-11-06
First Horizon Corp
DECREASED88108-20-19%$8.5K$7.6K-$8702026-10-26
Elevation Wealth Partners, LLC
DECREASED85161-76-47%$12.7K$7.4K-$5.3K2026-10-07
Jnba Financial Advisors
NEW79—+79——$6.9K—2026-11-03
Jacobi Capital Management LLC
NEW63—+63——$5.5K—2026-11-05
Activest Wealth Management
INCREASED6362+1+2%$4.9K$5.5K+$5852026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED595900%$4.7K$5.1K+$4742026-10-15
True Wealth Design, LLC
INCREASED5826+32+123%$2.1K$5.0K+$3.0K2026-10-13
Eurizon Capital SGR S.p.A.
UNCHANGED585800%$4.4K$5.0K+$6352026-11-06
Owl Creek Wealth Partners LLC
NEW55—+55——$4.8K—2026-10-20
IFP Advisors, Inc
DECREASED47419-372-89%$33.0K$4.1K-$28.9K2026-10-16
Bayban
UNCHANGED464600%$3.6K$3.6K$02026-11-05
Physician Wealth Advisors, Inc.
DECREASED3951-12-24%$4.0K$3.4K-$6332026-10-20
Clark Wealth Partners
NEW35—+35——$3.0K—2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED353500%$2.8K$3.0K+$2812026-10-22
Wolff Wiese Magana LLC
UNCHANGED333300%$2.6K$2.9K+$2652026-10-15
Silver Grove Financial Group, Inc.
INCREASED2613+13+100%$1.0K$2.3K+$1.2K2026-11-05
Central Trust Co
DECREASED2324-1-4%$1.9K$2.0K+$1062026-11-05
Financial Network Wealth Advisors LLC
INCREASED2221+1+5%$1.7K$1.9K+$1852026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED2111+10+91%$867$1.8K+$9572026-10-27
Highline Wealth Partners LLC
UNCHANGED202000%$1.6K$1.7K+$1602026-10-19
TD Waterhouse Canada Inc.
NEW17—+17——$1.5K—2026-10-16
JFS Wealth Advisors, LLC
INCREASED1612+4+33%$949$1.4K+$4412026-11-03
WPG Advisers, LLC
UNCHANGED141400%$1.1K$1.2K+$1122026-10-27
Caitong International Asset Management Co., Ltd
DECREASED13255-242-95%$20.1K$1.1K-$19.0K2026-10-29
CX Institutional
UNCHANGED131300%$1$1$02026-10-02
Albion Financial Group
UNCHANGED121200%$946$1.0K+$972026-10-21
UMB Private Wealth Management, LLC
NEW11—+11——$955—2026-10-19
CoreCap Advisors, LLC
DECREASED10120-110-92%$9.5K$869-$8.6K2026-10-08
Signature Equity Partners, LLC
INCREASED96+3+50%$473$782+$3092026-10-29
Proathlete Wealth Management LLC
NEW8—+8——$694—2026-10-15
Manchester Capital Management LLC
UNCHANGED8800%$631$695+$642026-10-22
Hughes Financial Services, LLC
INCREASED76+1+17%$473$600+$1272026-10-30
Burk Holdings LLC
NEW6—+6——$521—2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED5500%$395$435+$402026-10-16
Valley National Advisers Inc
NEW3—+3——$261—2026-10-23
Bay Harbor Wealth Management, LLC
NEW3—+3——$261—2026-11-03
Cromwell Holdings LLC
UNCHANGED3300%$238$262+$242026-10-28
American Capital Advisory, LLC
NEW2—+2——$174—2026-10-28
James T. Borello RIA
UNCHANGED2200%$158$174+$162026-10-16
Rakuten Securities, Inc.
DECREASED18-7-87%$631$87-$5442026-11-02
DecisionPoint Financial, LLC
UNCHANGED1100%$79$89+$102026-10-27
GHP Investment Advisors, Inc.
UNCHANGED1100%$79$87+$82026-10-15
Retirement Wealth Solutions LLC
UNCHANGED1100%$84$93+$92026-10-07
Natixis
CLOSED077,703-77,703-100%$6.1M$0-$6.1M2026-11-06
Oak Thistle LLC
CLOSED014,194-14,194-100%$1.1M$0-$1.1M2026-10-21
Mawer Investment Management Ltd.
CLOSED013,400-13,400-100%$1.1M$0-$1.1M2026-11-06
Verdence Capital Advisors LLC
CLOSED05,103-5,103-100%$402.3K$0-$402.3K2026-10-26
Lecap Asset Management LTD
CLOSED04,523-4,523-100%$356.5K$0-$356.5K2026-10-27
Chicago Partners Investment Group LLC
CLOSED02,651-2,651-100%$215.2K$0-$215.2K2026-10-27
International Assets Investment Management, LLC
CLOSED01,517-1,517-100%$119.3K$0-$119.3K2026-11-02
Tema Etfs LLC
CLOSED0713-713-100%$56.2K$0-$56.2K2026-10-16
Cornerstone Planning Group LLC
CLOSED0219-219-100%$17.8K$0-$17.8K2026-10-16
Centerpoint Advisors, LLC
CLOSED0162-162-100%$13$0-$132026-11-05
AdvisorNet Financial, Inc
CLOSED037-37-100%$2.9K$0-$2.9K2026-10-15
Mather Group, Llc.
CLOSED025-25-100%$2.0K$0-$2.0K2026-10-14
Sunrise Financial Services, LLC
CLOSED021-21-100%$1.7K$0-$1.7K2026-10-21
Wealth Enhancement Trust Services, Inc.
CLOSED011-11-100%$867$0-$8672026-10-07
Avion Wealth
CLOSED06-6-100%$0$0$02026-11-04
Creative Capital Management Investments LLC
CLOSED04-4-100%$315$0-$3152026-10-28
Planning Strategies Inc.
CLOSED01-1-100%$79$0-$792026-10-02
BlackRock, Inc.
N/A—4,281,385-4,281,385-100%$337.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,053,076-3,053,076-100%$240.7M———
Vanguard Portfolio Management LLC
N/A—1,796,500-1,796,500-100%$141.6M———
Vanguard Capital Management LLC
N/A—1,794,120-1,794,120-100%$141.4M———
State Street Corp
N/A—1,355,756-1,355,756-100%$107.7M———
LOS Angeles Capital Management LLC
N/A—1,215,166-1,215,166-100%$95.8M———
Citadel Advisors LLC
N/A—1,203,158-1,203,158-100%$94.8M———
Jupiter Topco LLC
N/A—932,229-932,229-100%$73.5M———
Morgan Stanley
N/A—857,072-857,072-100%$67.6M———
Qube Research & Technologies Ltd
N/A—756,217-756,217-100%$59.6M———
T. Rowe Price Investment Management, Inc.
N/A—709,728-709,728-100%$55.9M———
Raymond James Financial Inc
N/A—620,360-620,360-100%$48.9M———
Adage Capital Partners GP, L.L.C.
N/A—613,935-613,935-100%$48.4M———
Millennium Management LLC
N/A—605,725-605,725-100%$47.7M———
Clearbridge Investments, LLC
N/A—598,229-598,229-100%$47.2M———
Arrowstreet Capital, Limited Partnership
N/A—597,907-597,907-100%$47.1M———
Marshall Wace, LLP
N/A—590,877-590,877-100%$46.6M———
Bank of America Corp
N/A—586,530-586,530-100%$46.2M———
Invesco Ltd.
N/A—580,344-580,344-100%$45.7M———
Wells Fargo & Company
N/A—572,991-572,991-100%$45.2M———
AQR Capital Management LLC
N/A—511,474-511,474-100%$39.1M———
UBS Group AG
N/A—494,611-494,611-100%$39.0M———
Norges Bank
N/A—491,150-491,150-100%$38.7M———
DF Dent & Co Inc
N/A—476,169-476,169-100%$37.5M———
Voloridge Investment Management, LLC
N/A—435,039-435,039-100%$34.3M———
Northern Trust Corp
N/A—434,241-434,241-100%$34.2M———
GW&K Investment Management, LLC
N/A—414,998-414,998-100%$32.7M———
BNP Paribas Asset Management Holding S.A.
N/A—406,605-406,605-100%$32.1M———
Manufacturers Life Insurance Company, the
N/A—402,820-402,820-100%$31.8M———
Renaissance Technologies LLC
N/A—401,431-401,431-100%$31.6M———
American Century Companies Inc
N/A—398,930-398,930-100%$31.4M———
SEI Investments Co
N/A—371,616-371,616-100%$29.3M———
Goldman Sachs Group Inc
N/A—362,605-362,605-100%$28.6M———
Point72 Asset Management, L.P.
N/A—357,541-357,541-100%$28.2M———
Envestnet Asset Management Inc
N/A—353,145-353,145-100%$27.8M———
Charles Schwab Investment Management Inc
N/A—325,095-325,095-100%$25.6M———
Man Group plc
N/A—322,972-322,972-100%$25.5M———
Nomura Asset Management International Inc.
N/A—310,148-310,148-100%$24.4M———
Squarepoint Ops LLC
N/A—305,256-305,256-100%$24.1M———
Walleye Capital LLC
N/A—301,565-301,565-100%$23.8M———
Trexquant Investment LP
N/A—295,462-295,462-100%$23.3M———
Fuller & Thaler Asset Management, Inc.
N/A—267,996-267,996-100%$21.1M———
Vanguard Fiduciary Trust Co
N/A—258,331-258,331-100%$20.4M———
JPMorgan Chase & Co
N/A—248,799-248,799-100%$18.8M———
Ameriprise Financial Inc
N/A—236,132-236,132-100%$18.6M———
BNP Paribas Financial Markets
N/A—223,310-223,310-100%$17.6M———
Franklin Resources Inc
N/A—193,125-193,125-100%$15.2M———
Caisse de Depot ET Placement DU Quebec
N/A—190,100-190,100-100%$15.0M———
Jane Street Group, LLC
N/A—189,528-189,528-100%$14.9M———
Two Sigma Investments, LP
N/A—186,797-186,797-100%$14.7M———
Worldquant Millennium Advisors LLC
N/A—165,562-165,562-100%$13.1M———
Royal Bank of Canada
N/A—152,115-152,115-100%$12.0M———
Geneva Capital Management LLC
N/A—148,795-148,795-100%$11.7M———
Fred Alger Management, LLC
N/A—146,114-146,114-100%$11.6M———
Silvercrest Asset Management Group LLC
N/A—143,623-143,623-100%$11.3M———
SG Americas Securities, LLC
N/A—128,784-128,784-100%$10.2M———
HRT Financial LP
N/A—128,638-128,638-100%$10.1M———
Nuveen, LLC
N/A—126,558-126,558-100%$10.0M———
Jump Financial, LLC
N/A—119,623-119,623-100%$9.4M———
Tudor Investment Corp ET AL
N/A—114,717-114,717-100%$9.0M———
XTX Topco Ltd
N/A—114,382-114,382-100%$9.0M———
HSBC Holdings PLC
N/A—110,764-110,764-100%$8.7M———
Toronto Dominion Bank
N/A—110,130-110,130-100%$8.7M———
Segall Bryant & Hamill, LLC
N/A—108,654-108,654-100%$8.6M———
Stifel Financial Corp
N/A—106,043-106,043-100%$8.4M———
Rhumbline Advisers
N/A—100,958-100,958-100%$8.0M———
Van Eck Associates Corp
N/A—99,827-99,827-100%$7.9M———
Crawford Investment Counsel Inc
N/A—90,756-90,756-100%$7.2M———
Susquehanna Fundamental Investments, LLC
N/A—90,070-90,070-100%$7.1M———
Swiss National Bank
N/A—83,800-83,800-100%$6.6M———
Canada Life Assurance Co
N/A—80,079-80,079-100%$6.3M———
Legal & General Group Plc
N/A—77,683-77,683-100%$6.1M———
UBS Asset Management Americas LLC
N/A—69,962-69,962-100%$5.5M———
Schonfeld Strategic Advisors LLC
N/A—68,864-68,864-100%$5.4M———
First Trust Advisors LP
N/A—61,304-61,304-100%$4.8M———
Holocene Advisors, LP
N/A—60,283-60,283-100%$4.8M———
California Public Employees Retirement System
N/A—58,694-58,694-100%$4.6M———
Capital Fund Management S.A.
N/A—57,702-57,702-100%$4.5M———
SIT Investment Associates Inc
N/A—56,750-56,750-100%$4.5M———
Brevan Howard Capital Management LP
N/A—54,917-54,917-100%$4.3M———
New York State Common Retirement Fund
N/A—54,701-54,701-100%$4.3M———
Natixis Advisors, LLC
N/A—54,405-54,405-100%$4.3M———
Jones Financial Companies Lllp
N/A—54,401-54,401-100%$4.2M———
Bullseye Asset Management LLC
N/A—54,283-54,283-100%$4.3M———
Alliancebernstein L.P.
N/A—50,867-50,867-100%$5.1M———
Kingsview Wealth Management, LLC
N/A—50,385-50,385-100%$4.0M———
California State Teachers Retirement System
N/A—48,187-48,187-100%$3.8M———
Intech Investment Management LLC
N/A—48,040-48,040-100%$3.8M———
Quantbot Technologies LP
N/A—46,983-46,983-100%$3.7M———
AXQ Capital, LP
N/A—45,351-45,351-100%$3.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—44,160-44,160-100%$3.5M———
Price T Rowe Associates Inc
N/A—41,744-41,744-100%$3.3M———
Polar Asset Management Partners Inc.
N/A—37,200-37,200-100%$2.9M———
Vanguard Asset Management, Ltd
N/A—37,182-37,182-100%$2.9M———
Dark Forest Capital Management LP
N/A—33,036-33,036-100%$2.6M———
Cerity Partners LLC
N/A—32,358-32,358-100%$2.6M———
Elo Mutual Pension Insurance Co
N/A—30,975-30,975-100%$2.4M———
State of Wisconsin Investment Board
N/A—30,750-30,750-100%$2.4M———
Bridges Investment Management Inc
N/A—28,793-28,793-100%$2.3M———
Janney Montgomery Scott LLC
N/A—27,637-27,637-100%$2.2M———
Aquatic Capital Management LLC
N/A—26,747-26,747-100%$2.1M———
Canada Pension Plan Investment Board
N/A—25,600-25,600-100%$2.0M———
Quantinno Capital Management LP
N/A—25,360-25,360-100%$2.0M———
Vestmark Advisory Solutions, Inc.
N/A—24,639-24,639-100%$1.9M———
Caxton Associates LLP
N/A—24,560-24,560-100%$1.9M———
Sanctuary Advisors, LLC
N/A—23,880-23,880-100%$1.9M———
Cetera Investment Advisers
N/A—22,564-22,564-100%$1.8M———
GSA Capital Partners LLP
N/A—22,229-22,229-100%$1.8M———
NewEdge Wealth, LLC
N/A—21,836-21,836-100%$1.7M———
Winton Group Ltd
N/A—21,361-21,361-100%$1.7M———
Freestone Grove Partners LP
N/A—20,654-20,654-100%$1.6M———
ExodusPoint Capital Management, LP
N/A—20,126-20,126-100%$1.6M———
MetLife Investment Management, LLC
N/A—19,649-19,649-100%$1.5M———
Algert Global LLC
N/A—18,920-18,920-100%$1.5M———
&partners
N/A—18,391-18,391-100%$1.5M———
State Board of Administration of Florida Retirement System
N/A—18,219-18,219-100%$1.4M———
Police & Firemen's Retirement System of New Jersey
N/A—18,161-18,161-100%$1.4M———
Jain Global LLC
N/A—18,082-18,082-100%$1.4M———
Treasurer of the State of North Carolina
N/A—16,760-16,760-100%$1.3M———
Mercer Global Advisors Inc
N/A—15,615-15,615-100%$1.2M———
Vanguard Global Advisers, LLC
N/A—15,488-15,488-100%$1.2M———
Public Employees Retirement System of Ohio
N/A—15,335-15,335-100%$1.2M———
State of Tennessee, Department of Treasury
N/A—15,206-15,206-100%$1.2M———
Handelsbanken Fonder AB
N/A—14,800-14,800-100%$1.2K———
Susquehanna International Group, LLP
N/A—14,295-14,295-100%$1.1M———
Pathstone Holdings, LLC
N/A—13,892-13,892-100%$1.1M———
Engineers Gate Manager LP
N/A—13,640-13,640-100%$1.1M———
Victory Capital Management Inc
N/A—12,945-12,945-100%$1.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—12,765-12,765-100%$1.0M———
Numerai GP LLC
N/A—12,755-12,755-100%$1.0M———
M&T Bank Corp
N/A—12,725-12,725-100%$1.0M———
Mariner, LLC
N/A—12,614-12,614-100%$993.2K———
Teachers Retirement System of the State of Kentucky
N/A—12,530-12,530-100%$988.0K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—12,418-12,418-100%$978.9K———
Allstate Corp
N/A—12,084-12,084-100%$952.6K———
Orion Porfolio Solutions, LLC
N/A—11,756-11,756-100%$926.7K———
Van Hulzen Asset Management, LLC
N/A—11,584-11,584-100%$913.2K———
Magnetar Financial LLC
N/A—11,427-11,427-100%$900.8K———
Sierra Capital LLC
N/A—11,017-11,017-100%$868.5K———
Entropy Technologies, LP
N/A—10,860-10,860-100%$856.1K———
Bank of Montreal
N/A—10,656-10,656-100%$840.0K———
Vanguard Investments Australia, Ltd.
N/A—10,195-10,195-100%$803.7K———
KLP Kapitalforvaltning AS
N/A—9,700-9,700-100%$769.6K———
Northwestern Mutual Investment Management Company, LLC
N/A—9,192-9,192-100%$724.6K———
FOX RUN Management, L.L.C.
N/A—8,943-8,943-100%$705.0K———
AlphaGrep UK Ltd
N/A—8,710-8,710-100%$686.6K———
Massachusetts Financial Services Co
N/A—8,407-8,407-100%$662.7K———
Neuberger Berman Group LLC
N/A—7,881-7,881-100%$621.3K———
Ameritas Investment Partners, Inc.
N/A—7,494-7,494-100%$590.8K———
Erste Asset Management GmbH
N/A—7,443-7,443-100%$586.7K———
Captrust Financial Advisors
N/A—7,312-7,312-100%$576.4K———
Bridgefront Capital, LLC
N/A—7,277-7,277-100%$573.6K———
Blueshift Asset Management, LLC
N/A—6,599-6,599-100%$520.2K———
MML Investors Services, LLC
N/A—6,508-6,508-100%$513.0K———
Aster Capital Management (Difc) Ltd
N/A—6,092-6,092-100%$480.2K———
Summit Trail Advisors, LLC
N/A—6,055-6,055-100%$477.3K———
Bamco Inc
N/A—5,884-5,884-100%$463.8K———
Morningstar Investment Management LLC
N/A—5,726-5,726-100%$569.2K———
Osaic Holdings, Inc.
N/A—5,653-5,653-100%$445.7K———
Baird Financial Group, Inc.
N/A—5,506-5,506-100%$434.0K———
Aviva PLC
N/A—5,460-5,460-100%$430.4K———
Tidal Investments LLC
N/A—5,387-5,387-100%$424.7K———
FMR LLC
N/A—5,337-5,337-100%$420.7K———
Keebeck Wealth Management
N/A—4,994-4,994-100%$396.8K———
New Age Alpha Advisors, LLC
N/A—4,748-4,748-100%$374.3K———
Quadrature Capital Ltd
N/A—4,625-4,625-100%$364.6K———
Pacer Advisors, Inc.
N/A—4,602-4,602-100%$363.0K———
Vanguard Personalized Indexing Management, LLC
N/A—4,510-4,510-100%$355.5K———
Public Employees Retirement Association of Colorado
N/A—4,421-4,421-100%$349.0K———
Centiva Capital, LP
N/A—4,414-4,414-100%$348.0K———
Inceptionr LLC
N/A—4,405-4,405-100%$347.2K———
Acadian Asset Management LLC
N/A—4,274-4,274-100%$336.0K———
EntryPoint Capital, LLC
N/A—3,819-3,819-100%$301.1K———
Dynamic Technology Lab Private Ltd
N/A—3,810-3,810-100%$300.0K———
Tower Research Capital LLC (TRC)
N/A—3,758-3,758-100%$296.2K———
Mirabella Financial Services LLP
N/A—3,674-3,674-100%$289.6K———
Sequoia Financial Advisors, LLC
N/A—3,654-3,654-100%$288.0K———
National Bank of Canada
N/A—3,653-3,653-100%$287.9K———
Mitsubishi UFJ Trust & Banking Corp
N/A—3,637-3,637-100%$286.7K———
Oxford Asset Management LLP
N/A—3,607-3,607-100%$284.3K———
Bessemer Group Inc
N/A—3,594-3,594-100%$283.0K———
Curi Capital, LLC
N/A—3,569-3,569-100%$282.5K———
Graham Capital Management, L.P.
N/A—3,469-3,469-100%$273.5K———
Coldstream Capital Management Inc
N/A—3,419-3,419-100%$269.5K———
Snowden Capital Advisors LLC
N/A—3,305-3,305-100%$262.1K———
Blair William & Co
N/A—3,253-3,253-100%$256.4K———
SummitTX Capital, L.P.
N/A—3,162-3,162-100%$249.3K———
Federated Hermes, Inc.
N/A—3,157-3,157-100%$248.9K———
Envestnet Portfolio Solutions, Inc.
N/A—3,110-3,110-100%$245.2K———
Caitlin John, LLC
N/A—3,080-3,080-100%$242.8K———
Voya Investment Management LLC
N/A—3,005-3,005-100%$236.9K———
Callan Family Office, LLC
N/A—2,737-2,737-100%$215.8K———
Rockefeller Capital Management L.P.
N/A—2,649-2,649-100%$208.9K———
Ensign Peak Advisors, Inc
N/A—2,399-2,399-100%$189.1K———
Arax Advisory Partners
N/A—2,391-2,391-100%$188.5K———
Hantz Financial Services, Inc.
N/A—1,738-1,738-100%$137.0K———
Hamilton Capital Partners Inc.
N/A—1,576-1,576-100%$124.2K———
Liontrust Investment Partners LLP
N/A—1,512-1,512-100%$119.2K———
Brown Brothers Harriman & Co
N/A—1,368-1,368-100%$107.8K———
Quantum Portfolio Management LLC
N/A—1,080-1,080-100%$85.1K———
Vestcor Inc
N/A—1,043-1,043-100%$82.0K———
JTC Employer Solutions Trustee Ltd
N/A—955-955-100%$75.0K———
Rothschild Investment LLC
N/A—907-907-100%$71.5K———
Huntington National Bank
N/A—682-682-100%$53.8K———
Global Retirement Partners, LLC
N/A—662-662-100%$52.2K———
HM Payson & Co
N/A—528-528-100%$41.6K———
Quarry LP
N/A—521-521-100%$41.1K———
Whittier Trust Co of Nevada Inc
N/A—438-438-100%$35.3K———
Steward Partners Investment Advisory, LLC
N/A—232-232-100%$18.3K———
Smartleaf Asset Management LLC
N/A—218-218-100%$16.4K———
Penserra Capital Management LLC
N/A—164-164-100%$12———
Wellington-Altus USA Inc.
N/A—160-160-100%$15.9K———
Philadelphia Investment Partners, LLC
N/A—150-150-100%$11.9K———
Continuum Advisory, LLC
N/A—133-133-100%$10.5K———
Federation des caisses Desjardins du Quebec
N/A—122-122-100%$9.6K———
Millstone Evans Group, LLC
N/A—122-122-100%$9.6K———
Whittier Trust Co
N/A—117-117-100%$9.6K———
Transamerica Financial Advisors, LLC
N/A—111-111-100%$8.8K———
Northwestern Mutual Wealth Management Co
N/A—100-100-100%$7.9K———
Cbiz Investment Advisory Services, LLC
N/A—67-67-100%$6.7K———
NewEdge Advisors, LLC
N/A—63-63-100%$5.0K———
Keating Financial Advisory Services, Inc.
N/A—59-59-100%$4.7K———
Ameriflex Group, Inc.
N/A—48-48-100%$3.8K———
Colonial Trust Co / SC
N/A—36-36-100%$2.9K———
Webster Bank, N. A.
N/A—31-31-100%$2.4K———
Private Wealth Asset Management, LLC
N/A—27-27-100%$2.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—20-20-100%$1.6K———
BFC Planning, Inc.
N/A—20-20-100%$1.6K———
JPL Wealth Management, LLC
N/A—20-20-100%$1.6K———
SHP Wealth Management
N/A—10-10-100%$788———
Quent Capital, LLC
N/A—10-10-100%$788———
MidFirst Bank
N/A—9-9-100%$709———
Fiduciary Financial Advisors
N/A—6-6-100%$473———
Bogart Wealth, LLC
N/A—6-6-100%$473———
HFM Investment Advisors, LLC
N/A—4-4-100%$316———
LRI Investments, LLC
N/A—1-1-100%$79———
Showing 429 of 429 institutions