Healthcare Services Group (HCSG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Geode Capital Management, LLC

DECREASED

Shares2,555,357 from 2,562,011

Change-6,654 (0%)

Value$52.3M (-$10.7M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares2,529,588 from 2,484,818

Change+44,770 (+2%)

Value$51.7M (-$9.3M)

Filed 2026-11-04

MacKenzie Financial Corp

INCREASED

Shares936,181 from 856,834

Change+79,347 (+9%)

Value$19.1M (-$1.9M)

Filed 2026-11-02

Marathon Asset Management Ltd

DECREASED

Shares694,704 from 759,824

Change-65,120 (-9%)

Value$14.2M (-$4.5M)

Filed 2026-10-26

Pembroke Management, LTD

INCREASED

Shares661,553 from 523,225

Change+138,328 (+26%)

Value$13.5M (+$678.4K)

Filed 2026-10-21

Russell Investments Group, Ltd.

DECREASED

Shares529,899 from 545,405

Change-15,506 (-3%)

Value$10.8M (-$2.6M)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares442,266 from 470,311

Change-28,045 (-6%)

Value$9.0M (-$2.5M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares423,255 from 425,002

Change-1,747 (0%)

Value$8.7M (-$1.8M)

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

DECREASED

Shares222,181 from 237,554

Change-15,373 (-6%)

Value$4.6M (-$1.3M)

Filed 2026-11-04

Ritholtz Wealth Management

DECREASED

Shares175,910 from 176,149

Change-239 (0%)

Value$3.6M (-$728.9K)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares170,950 from 170,950

Change0 (0%)

Value$3.5M (-$702.6K)

Filed 2026-10-27

Bridge City Capital, LLC

INCREASED

Shares169,640 from 139,852

Change+29,788 (+21%)

Value$3.5M (+$34.4K)

Filed 2026-10-29

Hussman Strategic Advisors, Inc.

INCREASED

Shares168,000 from 126,000

Change+42,000 (+33%)

Value$3.4M (+$341.0K)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares125,881 from 121,066

Change+4,815 (+4%)

Value$2.6M (-$399.1K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares123,815 from 86,622

Change+37,193 (+43%)

Value$2.5M (+$404.6K)

Filed 2026-11-02

CWA Asset Management Group, LLC

INCREASED

Shares119,890 from 107,406

Change+12,484 (+12%)

Value$2.5M (-$186.1K)

Filed 2026-10-19

New York State Teachers Retirement System

INCREASED

Shares119,223 from 114,815

Change+4,408 (+4%)

Value$2.4M (-$382.0K)

Filed 2026-10-22

Exchange Traded Concepts, LLC

NEW

Shares76,328

Change+76,328

Value$1.6M

Filed 2026-10-28

Deutsche Bank Ag\

DECREASED

Shares68,848 from 74,071

Change-5,223 (-7%)

Value$1.4M (-$411.2K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares66,685 from 144,438

Change-77,753 (-54%)

Value$1.4M (-$2.2M)

Filed 2026-11-04

Triasima Portfolio Management inc.

NEW

Shares61,590

Change+61,590

Value$1.3M

Filed 2026-10-15

State of New Jersey Common Pension Fund D

NEW

Shares50,995

Change+50,995

Value$1.0M

Filed 2026-11-05

Great Lakes Advisors, LLC

DECREASED

Shares47,401 from 91,525

Change-44,124 (-48%)

Value$969.4K (-$1.3M)

Filed 2026-11-06

Strs Ohio

INCREASED

Shares47,400 from 40,700

Change+6,700 (+16%)

Value$969.3K (-$30.3K)

Filed 2026-10-30

Thrivent Financial for Lutherans

DECREASED

Shares43,652 from 45,077

Change-1,425 (-3%)

Value$893.0K (-$214.0K)

Filed 2026-11-05

Jackson Creek Investment Advisors LLC

DECREASED

Shares42,760 from 43,570

Change-810 (-2%)

Value$874.0K (+$873.0K)

Filed 2026-11-04

LSV Asset Management

UNCHANGED

Shares39,900 from 39,900

Change0 (0%)

Value$816.0K (-$164.0K)

Filed 2026-11-06

AMI Asset Management Corp

INCREASED

Shares38,388 from 25,869

Change+12,519 (+48%)

Value$785.0K (+$149.7K)

Filed 2026-10-20

Diversified Trust Co

INCREASED

Shares36,124 from 34,075

Change+2,049 (+6%)

Value$738.7K (-$98.1K)

Filed 2026-11-06

Financiere des Professionnels - Fonds d'investissement inc.

INCREASED

Shares36,011 from 25,248

Change+10,763 (+43%)

Value$736.4K (+$116.3K)

Filed 2026-11-03

Illinois Municipal Retirement Fund

DECREASED

Shares35,103 from 35,953

Change-850 (-2%)

Value$717.9K (-$165.2K)

Filed 2026-11-05

Highland Capital Management, LLC

INCREASED

Shares34,271 from 26,389

Change+7,882 (+30%)

Value$700.8K (+$52.7K)

Filed 2026-10-26

Unique Wealth Strategies, LLC

UNCHANGED

Shares31,891 from 31,891

Change0 (0%)

Value$783.2K ($0)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares30,626 from 30,216

Change+410 (+1%)

Value$632.7K (-$86.1K)

Filed 2026-10-13

Louisiana State Employees Retirement System

DECREASED

Shares29,200 from 30,100

Change-900 (-3%)

Value$597.1K (-$142.1K)

Filed 2026-10-20

Trail Ridge Investment Advisors, LLC

DECREASED

Shares24,987 from 25,448

Change-461 (-2%)

Value$511.0K (-$114.0K)

Filed 2026-10-16

Virginia Retirement Systems ET Al

INCREASED

Shares24,100 from 21,700

Change+2,400 (+11%)

Value$492.8K (-$40.1K)

Filed 2026-10-28

Mitsubishi UFJ Asset Management (UK) Ltd.

DECREASED

Shares24,000 from 34,000

Change-10,000 (-29%)

Value$491.0K (-$344.0K)

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares19,337 from 19,026

Change+311 (+2%)

Value$395.4K (-$71.8K)

Filed 2026-11-03

State of Wyoming

INCREASED

Shares18,148 from 14,872

Change+3,276 (+22%)

Value$371.1K (+$5.9K)

Filed 2026-10-28

Amalgamated Bank

DECREASED

Shares17,815 from 18,462

Change-647 (-3%)

Value$364.0K (-$89.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares17,613 from 18,626

Change-1,013 (-5%)

Value$360.2K (-$97.3K)

Filed 2026-10-22

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares17,058 from 16,280

Change+778 (+5%)

Value$348.8K (-$51.0K)

Filed 2026-10-13

Sterling Capital Management LLC

INCREASED

Shares16,358 from 15,356

Change+1,002 (+7%)

Value$334.5K (-$42.6K)

Filed 2026-10-22

LPL Financial LLC

NEW

Shares16,316

Change+16,316

Value$333.7K

Filed 2026-11-06

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares16,171 from 16,278

Change-107 (-1%)

Value$330.7K (-$69.1K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares15,415 from 15,736

Change-321 (-2%)

Value$315.2K (-$71.2K)

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares15,356 from 15,556

Change-200 (-1%)

Value$314.0K (-$68.0K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares15,302 from 9,966

Change+5,336 (+54%)

Value$312.9K (+$68.2K)

Filed 2026-11-05

Savant Capital, LLC

NEW

Shares14,920

Change+14,920

Value$305.1K

Filed 2026-11-06

State of Alaska, Department of Revenue

DECREASED

Shares14,635 from 26,695

Change-12,060 (-45%)

Value$298 (-$654.7K)

Filed 2026-10-15

Michael J. Porro & Co. Financial Advisors, Inc.

DECREASED

Shares13,445 from 15,245

Change-1,800 (-12%)

Value$275.0K (-$99.5K)

Filed 2026-10-16

MQS Management LLC

NEW

Shares12,062

Change+12,062

Value$246.7K

Filed 2026-11-06

Swiss Life Asset Management Ltd

INCREASED

Shares11,480 from 10,889

Change+591 (+5%)

Value$234.8K (-$32.7K)

Filed 2026-11-03

Pictet Asset Management Holding SA

UNCHANGED

Shares10,454 from 10,454

Change0 (0%)

Value$213.8K (-$43.0K)

Filed 2026-11-03

OP Asset Management Ltd

UNCHANGED

Shares9,058 from 9,058

Change0 (0%)

Value$185.2K (-$37.2K)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares7,273 from 7,200

Change+73 (+1%)

Value$148.7K (-$28.1K)

Filed 2026-10-27

Kintegral Advisory, LLC

NEW

Shares6,241

Change+6,241

Value$2.7M

Filed 2026-10-16

Nisa Investment Advisors, LLC

INCREASED

Shares4,981 from 3,259

Change+1,722 (+53%)

Value$101.9K (+$21.8K)

Filed 2026-10-20

Rothwell Investment Advisors, LLC

NEW

Shares4,915

Change+4,915

Value$100.5K

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares4,370 from 4,151

Change+219 (+5%)

Value$89.4K (-$12.6K)

Filed 2026-10-08

Farther Finance Advisors, LLC

DECREASED

Shares3,574 from 3,584

Change-10 (0%)

Value$73.1K (-$14.9K)

Filed 2026-10-08

US Bancorp \de\

DECREASED

Shares3,130 from 3,131

Change-1 (0%)

Value$64.0K (-$12.9K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

DECREASED

Shares2,278 from 2,322

Change-44 (-2%)

Value$46.6K (-$10.4K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares2,234 from 2,234

Change0 (0%)

Value$54.9K ($0)

Filed 2026-11-06

Financial Management Professionals, Inc.

UNCHANGED

Shares2,164 from 2,164

Change0 (0%)

Value$44.3K (-$8.9K)

Filed 2026-10-23

KBC Group NV

UNCHANGED

Shares1,882 from 1,882

Change0 (0%)

Value$38 (-$46.0K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

DECREASED

Shares1,332 from 1,839

Change-507 (-28%)

Value$27.2K (-$17.9K)

Filed 2026-11-06

Cullen T Bankers, Inc.

INCREASED

Shares1,194 from 1,089

Change+105 (+10%)

Value$24.4K (-$2.3K)

Filed 2026-10-28

SBI Securities Co., Ltd.

DECREASED

Shares1,149 from 1,150

Change-1 (0%)

Value$23.5K (-$4.7K)

Filed 2026-10-22

Nykredit A/S

UNCHANGED

Shares1,130 from 1,130

Change0 (0%)

Value$23.1K (-$4.6K)

Filed 2026-11-06

Parkside Financial Bank & Trust

UNCHANGED

Shares1,128 from 1,128

Change0 (0%)

Value$23.1K (-$4.6K)

Filed 2026-10-27

Salomon & Ludwin, LLC

UNCHANGED

Shares1,122 from 1,122

Change0 (0%)

Value$22.9K (-$5.2K)

Filed 2026-10-29

Signaturefd, LLC

INCREASED

Shares1,043 from 598

Change+445 (+74%)

Value$21.3K (+$6.6K)

Filed 2026-10-23

IFP Advisors, Inc

DECREASED

Shares1,011 from 1,249

Change-238 (-19%)

Value$20.7K (-$10.0K)

Filed 2026-10-16

Summit Securities Group LLC

DECREASED

Shares782 from 2,007

Change-1,225 (-61%)

Value$16.0K (-$33.3K)

Filed 2026-11-05

Essential Partners LLC

UNCHANGED

Shares536 from 536

Change0 (0%)

Value$11.0K (-$2.2K)

Filed 2026-10-14

UMB Bank, n.a.

INCREASED

Shares510 from 505

Change+5 (+1%)

Value$10.4K (-$2.0K)

Filed 2026-11-06

Covestor Ltd

DECREASED

Shares428 from 475

Change-47 (-10%)

Value$9 (-$3)

Filed 2026-10-30

SJS Investment Consulting Inc.

INCREASED

Shares399 from 268

Change+131 (+49%)

Value$8.2K (+$1.6K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares369

Change+369

Value$7.5K

Filed 2026-10-21

Versant Capital Management, Inc

UNCHANGED

Shares297 from 297

Change0 (0%)

Value$6.1K (-$1.2K)

Filed 2026-10-02

True Wealth Design, LLC

UNCHANGED

Shares213 from 213

Change0 (0%)

Value$4.4K (-$876)

Filed 2026-10-13

Curat Global, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.1K (-$822)

Filed 2026-10-26

Larson Financial Group LLC

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$3.0K (-$600)

Filed 2026-11-05

WPG Advisers, LLC

UNCHANGED

Shares128 from 128

Change0 (0%)

Value$2.6K (-$526)

Filed 2026-10-27

Clearstead Advisors, LLC

INCREASED

Shares107 from 95

Change+12 (+13%)

Value$2.2K (-$145)

Filed 2026-11-06

Jacobi Capital Management LLC

NEW

Shares100

Change+100

Value$2.0K

Filed 2026-11-05

Farmers & Merchants Investments Inc

INCREASED

Shares70 from 43

Change+27 (+63%)

Value$1.4K (+$376)

Filed 2026-10-22

Provenance Wealth Advisors, LLC

NEW

Shares67

Change+67

Value$1.4K

Filed 2026-10-30

Ascentis Wealth Management, LLC

NEW

Shares67

Change+67

Value$1.4K

Filed 2026-11-03

Valued Wealth Advisors LLC

INCREASED

Shares64 from 51

Change+13 (+25%)

Value$1.3K (+$56)

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

INCREASED

Shares58 from 55

Change+3 (+5%)

Value$1.2K (-$165)

Filed 2026-10-29

Rossby Financial, LCC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$900 (-$181)

Filed 2026-11-05

Bare Financial Services, Inc

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$798 (-$160)

Filed 2026-11-04

Private Trust Co NA

NEW

Shares24

Change+24

Value$491

Filed 2026-10-20

Valley National Advisers Inc

NEW

Shares23

Change+23

Value$471

Filed 2026-10-23

UMB Private Wealth Management, LLC

NEW

Shares22

Change+22

Value$450

Filed 2026-10-19

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$450 (-$90)

Filed 2026-10-05

Parallel Advisors, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$389 (-$78)

Filed 2026-11-03

Fortitude Family Office, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$266 (-$53)

Filed 2026-10-14

Assetmark, Inc

NEW

Shares11

Change+11

Value$225

Filed 2026-10-21

JFS Wealth Advisors, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$205 (-$41)

Filed 2026-11-03

Gilpin Wealth Management, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$185 (-$37)

Filed 2026-10-09

Hara Capital LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$20 (-$5)

Filed 2026-10-30

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$25 ($0)

Filed 2026-10-30

Lisanti Capital Growth, LLC

CLOSED

Shares0 from 131,800

Change-131,800 (-100%)

Value$0 (-$3.2M)

Filed 2026-11-05

Cambiar Investors LLC

CLOSED

Shares0 from 80,453

Change-80,453 (-100%)

Value$0 (-$2.0M)

Filed 2026-11-04

Synergy Asset Management, LLC

CLOSED

Shares0 from 66,631

Change-66,631 (-100%)

Value$0 (-$1.6M)

Filed 2026-11-05

Atria Investments, Inc

CLOSED

Shares0 from 24,291

Change-24,291 (-100%)

Value$0 (-$596.6K)

Filed 2026-10-15

ProShare Advisors LLC

CLOSED

Shares0 from 9,905

Change-9,905 (-100%)

Value$0 (-$243.3K)

Filed 2026-10-29

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 9,557

Change-9,557 (-100%)

Value$0 (-$234.7K)

Filed 2026-10-21

Kathmere Capital Management, LLC

CLOSED

Shares0 from 8,249

Change-8,249 (-100%)

Value$0 (-$202.6K)

Filed 2026-10-20

Tokio Marine Asset Management Co LTD

CLOSED

Shares0 from 1,219

Change-1,219 (-100%)

Value$0 (-$29.9K)

Filed 2026-10-26

Fulcrum Asset Management LLP

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$1.2K)

Filed 2026-11-04

Gill Capital Partners, LLC

CLOSED

Shares0 from 46

Change-46 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-13

Kelleher Financial Advisors

CLOSED

Shares0 from 42

Change-42 (-100%)

Value$0 (-$1.0K)

Filed 2026-10-30

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 33

Change-33 (-100%)

Value$0 (-$810)

Filed 2026-11-04

Davis Capital Management

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$98)

Filed 2026-10-08

BlackRock, Inc.

N/A

Shares— from 11,375,365

Change-11,375,365 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 5,080,313

Change-5,080,313 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,040,374

Change-3,040,374 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,916,008

Change-2,916,008 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,661,455

Change-2,661,455 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,296,772

Change-2,296,772 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,255,190

Change-2,255,190 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 2,239,224

Change-2,239,224 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,443,054

Change-1,443,054 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,244,416

Change-1,244,416 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,165,139

Change-1,165,139 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 1,127,400

Change-1,127,400 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,049,627

Change-1,049,627 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 994,507

Change-994,507 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 974,997

Change-974,997 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 962,865

Change-962,865 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 941,010

Change-941,010 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 912,261

Change-912,261 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 743,729

Change-743,729 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 726,583

Change-726,583 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 725,648

Change-725,648 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 719,619

Change-719,619 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 621,808

Change-621,808 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 548,035

Change-548,035 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 544,229

Change-544,229 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 542,855

Change-542,855 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 503,120

Change-503,120 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 475,158

Change-475,158 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 420,044

Change-420,044 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 407,247

Change-407,247 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 391,005

Change-391,005 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 373,668

Change-373,668 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 341,419

Change-341,419 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 338,338

Change-338,338 (-100%)

Value—

Stansberry Asset Management, LLC

N/A

Shares— from 326,456

Change-326,456 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 319,184

Change-319,184 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 308,676

Change-308,676 (-100%)

Value—

Brandes Investment Partners, LP

N/A

Shares— from 306,221

Change-306,221 (-100%)

Value—

Meros Investment Management, LP

N/A

Shares— from 289,597

Change-289,597 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 285,647

Change-285,647 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 265,647

Change-265,647 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 263,841

Change-263,841 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 247,457

Change-247,457 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 234,352

Change-234,352 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 225,315

Change-225,315 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 169,856

Change-169,856 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 169,760

Change-169,760 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 169,715

Change-169,715 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 165,595

Change-165,595 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 165,149

Change-165,149 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 155,676

Change-155,676 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 149,069

Change-149,069 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 144,156

Change-144,156 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 141,040

Change-141,040 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 140,479

Change-140,479 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 138,563

Change-138,563 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 134,694

Change-134,694 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 126,700

Change-126,700 (-100%)

Value—

UBS Group AG

N/A

Shares— from 124,992

Change-124,992 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 122,368

Change-122,368 (-100%)

Value—

Connors Investor Services Inc

N/A

Shares— from 122,332

Change-122,332 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 119,322

Change-119,322 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 116,538

Change-116,538 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 114,641

Change-114,641 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 112,725

Change-112,725 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 104,067

Change-104,067 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 101,325

Change-101,325 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 96,262

Change-96,262 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 89,817

Change-89,817 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 89,034

Change-89,034 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 83,785

Change-83,785 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 83,579

Change-83,579 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 79,799

Change-79,799 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 74,094

Change-74,094 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 73,308

Change-73,308 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 73,200

Change-73,200 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 69,947

Change-69,947 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 68,776

Change-68,776 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 66,948

Change-66,948 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 66,292

Change-66,292 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 65,740

Change-65,740 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 63,719

Change-63,719 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 61,100

Change-61,100 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 60,619

Change-60,619 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 57,671

Change-57,671 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 57,000

Change-57,000 (-100%)

Value—

Varcov Co.

N/A

Shares— from 56,460

Change-56,460 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 56,084

Change-56,084 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 56,005

Change-56,005 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 51,329

Change-51,329 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 50,959

Change-50,959 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 48,367

Change-48,367 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 46,676

Change-46,676 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 43,553

Change-43,553 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 41,921

Change-41,921 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 41,419

Change-41,419 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 41,331

Change-41,331 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 41,220

Change-41,220 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 40,089

Change-40,089 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 38,857

Change-38,857 (-100%)

Value—

Sovereign's Capital Management, LLC

N/A

Shares— from 35,930

Change-35,930 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 35,500

Change-35,500 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 34,718

Change-34,718 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 34,431

Change-34,431 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 34,393

Change-34,393 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 34,070

Change-34,070 (-100%)

Value—

Dean Investment Associates, LLC

N/A

Shares— from 32,712

Change-32,712 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 32,589

Change-32,589 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 32,479

Change-32,479 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 32,011

Change-32,011 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 28,589

Change-28,589 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 28,504

Change-28,504 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 26,891

Change-26,891 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 26,190

Change-26,190 (-100%)

Value—

Dean Capital Management

N/A

Shares— from 23,730

Change-23,730 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 23,469

Change-23,469 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 23,279

Change-23,279 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 22,110

Change-22,110 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 21,140

Change-21,140 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 20,802

Change-20,802 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 20,148

Change-20,148 (-100%)

Value—

Aviva PLC

N/A

Shares— from 20,102

Change-20,102 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 20,047

Change-20,047 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,743

Change-18,743 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 18,234

Change-18,234 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 18,112

Change-18,112 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 18,095

Change-18,095 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 17,970

Change-17,970 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 17,562

Change-17,562 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 14,917

Change-14,917 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 13,742

Change-13,742 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 13,133

Change-13,133 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 12,971

Change-12,971 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 12,595

Change-12,595 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 12,445

Change-12,445 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 12,133

Change-12,133 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 10,905

Change-10,905 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 10,640

Change-10,640 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,593

Change-10,593 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 9,565

Change-9,565 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 8,927

Change-8,927 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 8,245

Change-8,245 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 7,188

Change-7,188 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 6,093

Change-6,093 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,178

Change-5,178 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,855

Change-4,855 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 2,702

Change-2,702 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 1,413

Change-1,413 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,142

Change-1,142 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,117

Change-1,117 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 880

Change-880 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 686

Change-686 (-100%)

Value—

Macquarie Group LTD

N/A

Shares— from 685

Change-685 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 365

Change-365 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 285

Change-285 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 264

Change-264 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 244

Change-244 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 181

Change-181 (-100%)

Value—

Quarry LP

N/A

Shares— from 107

Change-107 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 78

Change-78 (-100%)

Value—

Miller Capital Partners, Inc.

N/A

Shares— from 40

Change-40 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16

Change-16 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	2,555,357	2,562,011	-6,654	0%	$62.9M	$52.3M	-$10.7M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	2,529,588	2,484,818	+44,770	+2%	$61.0M	$51.7M	-$9.3M	2026-11-04
MacKenzie Financial Corp	INCREASED	936,181	856,834	+79,347	+9%	$21.0M	$19.1M	-$1.9M	2026-11-02
Marathon Asset Management Ltd	DECREASED	694,704	759,824	-65,120	-9%	$18.7M	$14.2M	-$4.5M	2026-10-26
Pembroke Management, LTD	INCREASED	661,553	523,225	+138,328	+26%	$12.9M	$13.5M	+$678.4K	2026-10-21
Russell Investments Group, Ltd.	DECREASED	529,899	545,405	-15,506	-3%	$13.4M	$10.8M	-$2.6M	2026-11-06
Principal Financial Group Inc	DECREASED	442,266	470,311	-28,045	-6%	$11.6M	$9.0M	-$2.5M	2026-11-02
Bank of New York Mellon Corp	DECREASED	423,255	425,002	-1,747	0%	$10.4M	$8.7M	-$1.8M	2026-11-05
Allspring Global Investments Holdings, LLC	DECREASED	222,181	237,554	-15,373	-6%	$5.8M	$4.6M	-$1.3M	2026-11-04
Ritholtz Wealth Management	DECREASED	175,910	176,149	-239	0%	$4.3M	$3.6M	-$728.9K	2026-11-05
North Star Investment Management Corp.	UNCHANGED	170,950	170,950	0	0%	$4.2M	$3.5M	-$702.6K	2026-10-27
Bridge City Capital, LLC	INCREASED	169,640	139,852	+29,788	+21%	$3.4M	$3.5M	+$34.4K	2026-10-29
Hussman Strategic Advisors, Inc.	INCREASED	168,000	126,000	+42,000	+33%	$3.1M	$3.4M	+$341.0K	2026-11-02
Barclays PLC	INCREASED	125,881	121,066	+4,815	+4%	$3.0M	$2.6M	-$399.1K	2026-11-06
Creative Planning	INCREASED	123,815	86,622	+37,193	+43%	$2.1M	$2.5M	+$404.6K	2026-11-02
CWA Asset Management Group, LLC	INCREASED	119,890	107,406	+12,484	+12%	$2.6M	$2.5M	-$186.1K	2026-10-19
New York State Teachers Retirement System	INCREASED	119,223	114,815	+4,408	+4%	$2.8M	$2.4M	-$382.0K	2026-10-22
Exchange Traded Concepts, LLC	NEW	76,328	—	+76,328	—	—	$1.6M	—	2026-10-28
Deutsche Bank Ag\	DECREASED	68,848	74,071	-5,223	-7%	$1.8M	$1.4M	-$411.2K	2026-11-06
Citigroup Inc	DECREASED	66,685	144,438	-77,753	-54%	$3.5M	$1.4M	-$2.2M	2026-11-04
Triasima Portfolio Management inc.	NEW	61,590	—	+61,590	—	—	$1.3M	—	2026-10-15
State of New Jersey Common Pension Fund D	NEW	50,995	—	+50,995	—	—	$1.0M	—	2026-11-05
Great Lakes Advisors, LLC	DECREASED	47,401	91,525	-44,124	-48%	$2.2M	$969.4K	-$1.3M	2026-11-06
Strs Ohio	INCREASED	47,400	40,700	+6,700	+16%	$999.6K	$969.3K	-$30.3K	2026-10-30
Thrivent Financial for Lutherans	DECREASED	43,652	45,077	-1,425	-3%	$1.1M	$893.0K	-$214.0K	2026-11-05
Jackson Creek Investment Advisors LLC	DECREASED	42,760	43,570	-810	-2%	$1.0K	$874.0K	+$873.0K	2026-11-04
LSV Asset Management	UNCHANGED	39,900	39,900	0	0%	$980.0K	$816.0K	-$164.0K	2026-11-06
AMI Asset Management Corp	INCREASED	38,388	25,869	+12,519	+48%	$635.3K	$785.0K	+$149.7K	2026-10-20
Diversified Trust Co	INCREASED	36,124	34,075	+2,049	+6%	$836.9K	$738.7K	-$98.1K	2026-11-06
Financiere des Professionnels - Fonds d'investissement inc.	INCREASED	36,011	25,248	+10,763	+43%	$620.1K	$736.4K	+$116.3K	2026-11-03
Illinois Municipal Retirement Fund	DECREASED	35,103	35,953	-850	-2%	$883.0K	$717.9K	-$165.2K	2026-11-05
Highland Capital Management, LLC	INCREASED	34,271	26,389	+7,882	+30%	$648.1K	$700.8K	+$52.7K	2026-10-26
Unique Wealth Strategies, LLC	UNCHANGED	31,891	31,891	0	0%	$783.2K	$783.2K	$0	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	30,626	30,216	+410	+1%	$718.8K	$632.7K	-$86.1K	2026-10-13
Louisiana State Employees Retirement System	DECREASED	29,200	30,100	-900	-3%	$739.3K	$597.1K	-$142.1K	2026-10-20
Trail Ridge Investment Advisors, LLC	DECREASED	24,987	25,448	-461	-2%	$625.0K	$511.0K	-$114.0K	2026-10-16
Virginia Retirement Systems ET Al	INCREASED	24,100	21,700	+2,400	+11%	$533.0K	$492.8K	-$40.1K	2026-10-28
Mitsubishi UFJ Asset Management (UK) Ltd.	DECREASED	24,000	34,000	-10,000	-29%	$835.0K	$491.0K	-$344.0K	2026-10-22
Arizona State Retirement System	INCREASED	19,337	19,026	+311	+2%	$467.3K	$395.4K	-$71.8K	2026-11-03
State of Wyoming	INCREASED	18,148	14,872	+3,276	+22%	$365.3K	$371.1K	+$5.9K	2026-10-28
Amalgamated Bank	DECREASED	17,815	18,462	-647	-3%	$453.0K	$364.0K	-$89.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	17,613	18,626	-1,013	-5%	$457.5K	$360.2K	-$97.3K	2026-10-22
Hennion & Walsh Asset Management, Inc.	INCREASED	17,058	16,280	+778	+5%	$399.8K	$348.8K	-$51.0K	2026-10-13
Sterling Capital Management LLC	INCREASED	16,358	15,356	+1,002	+7%	$377.1K	$334.5K	-$42.6K	2026-10-22
LPL Financial LLC	NEW	16,316	—	+16,316	—	—	$333.7K	—	2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	16,171	16,278	-107	-1%	$399.8K	$330.7K	-$69.1K	2026-11-03
Fifth Third Bancorp	DECREASED	15,415	15,736	-321	-2%	$386.5K	$315.2K	-$71.2K	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	15,356	15,556	-200	-1%	$382.1K	$314.0K	-$68.0K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	15,302	9,966	+5,336	+54%	$244.8K	$312.9K	+$68.2K	2026-11-05
Savant Capital, LLC	NEW	14,920	—	+14,920	—	—	$305.1K	—	2026-11-06
State of Alaska, Department of Revenue	DECREASED	14,635	26,695	-12,060	-45%	$655.0K	$298	-$654.7K	2026-10-15
Michael J. Porro & Co. Financial Advisors, Inc.	DECREASED	13,445	15,245	-1,800	-12%	$374.4K	$275.0K	-$99.5K	2026-10-16
MQS Management LLC	NEW	12,062	—	+12,062	—	—	$246.7K	—	2026-11-06
Swiss Life Asset Management Ltd	INCREASED	11,480	10,889	+591	+5%	$267.4K	$234.8K	-$32.7K	2026-11-03
Pictet Asset Management Holding SA	UNCHANGED	10,454	10,454	0	0%	$256.8K	$213.8K	-$43.0K	2026-11-03
OP Asset Management Ltd	UNCHANGED	9,058	9,058	0	0%	$222.5K	$185.2K	-$37.2K	2026-11-05
Pinnacle Wealth Planning Services, Inc.	INCREASED	7,273	7,200	+73	+1%	$176.8K	$148.7K	-$28.1K	2026-10-27
Kintegral Advisory, LLC	NEW	6,241	—	+6,241	—	—	$2.7M	—	2026-10-16
Nisa Investment Advisors, LLC	INCREASED	4,981	3,259	+1,722	+53%	$80.0K	$101.9K	+$21.8K	2026-10-20
Rothwell Investment Advisors, LLC	NEW	4,915	—	+4,915	—	—	$100.5K	—	2026-11-06
Gamma Investing LLC	INCREASED	4,370	4,151	+219	+5%	$101.9K	$89.4K	-$12.6K	2026-10-08
Farther Finance Advisors, LLC	DECREASED	3,574	3,584	-10	0%	$88.0K	$73.1K	-$14.9K	2026-10-08
US Bancorp \de\	DECREASED	3,130	3,131	-1	0%	$76.9K	$64.0K	-$12.9K	2026-11-05
EverSource Wealth Advisors, LLC	DECREASED	2,278	2,322	-44	-2%	$57.0K	$46.6K	-$10.4K	2026-11-04
Allworth Financial LP	UNCHANGED	2,234	2,234	0	0%	$54.9K	$54.9K	$0	2026-11-06
Financial Management Professionals, Inc.	UNCHANGED	2,164	2,164	0	0%	$53.1K	$44.3K	-$8.9K	2026-10-23
KBC Group NV	UNCHANGED	1,882	1,882	0	0%	$46.0K	$38	-$46.0K	2026-10-22
PNC Financial Services Group, Inc.	DECREASED	1,332	1,839	-507	-28%	$45.2K	$27.2K	-$17.9K	2026-11-06
Cullen T Bankers, Inc.	INCREASED	1,194	1,089	+105	+10%	$26.7K	$24.4K	-$2.3K	2026-10-28
SBI Securities Co., Ltd.	DECREASED	1,149	1,150	-1	0%	$28.2K	$23.5K	-$4.7K	2026-10-22
Nykredit A/S	UNCHANGED	1,130	1,130	0	0%	$27.8K	$23.1K	-$4.6K	2026-11-06
Parkside Financial Bank & Trust	UNCHANGED	1,128	1,128	0	0%	$27.7K	$23.1K	-$4.6K	2026-10-27
Salomon & Ludwin, LLC	UNCHANGED	1,122	1,122	0	0%	$28.2K	$22.9K	-$5.2K	2026-10-29
Signaturefd, LLC	INCREASED	1,043	598	+445	+74%	$14.7K	$21.3K	+$6.6K	2026-10-23
IFP Advisors, Inc	DECREASED	1,011	1,249	-238	-19%	$30.7K	$20.7K	-$10.0K	2026-10-16
Summit Securities Group LLC	DECREASED	782	2,007	-1,225	-61%	$49.3K	$16.0K	-$33.3K	2026-11-05
Essential Partners LLC	UNCHANGED	536	536	0	0%	$13.2K	$11.0K	-$2.2K	2026-10-14
UMB Bank, n.a.	INCREASED	510	505	+5	+1%	$12.4K	$10.4K	-$2.0K	2026-11-06
Covestor Ltd	DECREASED	428	475	-47	-10%	$12	$9	-$3	2026-10-30
SJS Investment Consulting Inc.	INCREASED	399	268	+131	+49%	$6.6K	$8.2K	+$1.6K	2026-10-26
Root Financial Partners, LLC	NEW	369	—	+369	—	—	$7.5K	—	2026-10-21
Versant Capital Management, Inc	UNCHANGED	297	297	0	0%	$7.3K	$6.1K	-$1.2K	2026-10-02
True Wealth Design, LLC	UNCHANGED	213	213	0	0%	$5.2K	$4.4K	-$876	2026-10-13
Curat Global, LLC	UNCHANGED	200	200	0	0%	$4.9K	$4.1K	-$822	2026-10-26
Larson Financial Group LLC	UNCHANGED	146	146	0	0%	$3.6K	$3.0K	-$600	2026-11-05
WPG Advisers, LLC	UNCHANGED	128	128	0	0%	$3.1K	$2.6K	-$526	2026-10-27
Clearstead Advisors, LLC	INCREASED	107	95	+12	+13%	$2.3K	$2.2K	-$145	2026-11-06
Jacobi Capital Management LLC	NEW	100	—	+100	—	—	$2.0K	—	2026-11-05
Farmers & Merchants Investments Inc	INCREASED	70	43	+27	+63%	$1.1K	$1.4K	+$376	2026-10-22
Provenance Wealth Advisors, LLC	NEW	67	—	+67	—	—	$1.4K	—	2026-10-30
Ascentis Wealth Management, LLC	NEW	67	—	+67	—	—	$1.4K	—	2026-11-03
Valued Wealth Advisors LLC	INCREASED	64	51	+13	+25%	$1.3K	$1.3K	+$56	2026-11-05
Caitong International Asset Management Co., Ltd	INCREASED	58	55	+3	+5%	$1.4K	$1.2K	-$165	2026-10-29
Rossby Financial, LCC	UNCHANGED	44	44	0	0%	$1.1K	$900	-$181	2026-11-05
Bare Financial Services, Inc	UNCHANGED	39	39	0	0%	$958	$798	-$160	2026-11-04
Private Trust Co NA	NEW	24	—	+24	—	—	$491	—	2026-10-20
Valley National Advisers Inc	NEW	23	—	+23	—	—	$471	—	2026-10-23
UMB Private Wealth Management, LLC	NEW	22	—	+22	—	—	$450	—	2026-10-19
MassMutual Private Wealth & Trust, FSB	UNCHANGED	22	22	0	0%	$540	$450	-$90	2026-10-05
Parallel Advisors, LLC	UNCHANGED	19	19	0	0%	$467	$389	-$78	2026-11-03
Fortitude Family Office, LLC	UNCHANGED	13	13	0	0%	$319	$266	-$53	2026-10-14
Assetmark, Inc	NEW	11	—	+11	—	—	$225	—	2026-10-21
JFS Wealth Advisors, LLC	UNCHANGED	10	10	0	0%	$246	$205	-$41	2026-11-03
Gilpin Wealth Management, LLC	UNCHANGED	9	9	0	0%	$222	$185	-$37	2026-10-09
Hara Capital LLC	UNCHANGED	1	1	0	0%	$25	$20	-$5	2026-10-30
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$25	$25	$0	2026-10-30
Lisanti Capital Growth, LLC	CLOSED	0	131,800	-131,800	-100%	$3.2M	$0	-$3.2M	2026-11-05
Cambiar Investors LLC	CLOSED	0	80,453	-80,453	-100%	$2.0M	$0	-$2.0M	2026-11-04
Synergy Asset Management, LLC	CLOSED	0	66,631	-66,631	-100%	$1.6M	$0	-$1.6M	2026-11-05
Atria Investments, Inc	CLOSED	0	24,291	-24,291	-100%	$596.6K	$0	-$596.6K	2026-10-15
ProShare Advisors LLC	CLOSED	0	9,905	-9,905	-100%	$243.3K	$0	-$243.3K	2026-10-29
Axxcess Wealth Management, LLC	CLOSED	0	9,557	-9,557	-100%	$234.7K	$0	-$234.7K	2026-10-21
Kathmere Capital Management, LLC	CLOSED	0	8,249	-8,249	-100%	$202.6K	$0	-$202.6K	2026-10-20
Tokio Marine Asset Management Co LTD	CLOSED	0	1,219	-1,219	-100%	$29.9K	$0	-$29.9K	2026-10-26
Fulcrum Asset Management LLP	CLOSED	0	50	-50	-100%	$1.2K	$0	-$1.2K	2026-11-04
Gill Capital Partners, LLC	CLOSED	0	46	-46	-100%	$1.1K	$0	-$1.1K	2026-10-13
Kelleher Financial Advisors	CLOSED	0	42	-42	-100%	$1.0K	$0	-$1.0K	2026-10-30
Plante Moran Financial Advisors, LLC	CLOSED	0	33	-33	-100%	$810	$0	-$810	2026-11-04
Davis Capital Management	CLOSED	0	4	-4	-100%	$98	$0	-$98	2026-10-08
BlackRock, Inc.	N/A	—	11,375,365	-11,375,365	-100%	$279.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	5,080,313	-5,080,313	-100%	$124.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,040,374	-3,040,374	-100%	$74.7M	—	—	—
State Street Corp	N/A	—	2,916,008	-2,916,008	-100%	$71.6M	—	—	—
American Century Companies Inc	N/A	—	2,661,455	-2,661,455	-100%	$65.4M	—	—	—
FMR LLC	N/A	—	2,296,772	-2,296,772	-100%	$56.4M	—	—	—
Ameriprise Financial Inc	N/A	—	2,255,190	-2,255,190	-100%	$55.4M	—	—	—
Royce & Associates LP	N/A	—	2,239,224	-2,239,224	-100%	$55.0M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,443,054	-1,443,054	-100%	$35.4M	—	—	—
Franklin Resources Inc	N/A	—	1,244,416	-1,244,416	-100%	$30.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,165,139	-1,165,139	-100%	$28.6M	—	—	—
Nuveen, LLC	N/A	—	1,127,400	-1,127,400	-100%	$27.7M	—	—	—
Morgan Stanley	N/A	—	1,049,627	-1,049,627	-100%	$25.8M	—	—	—
Invesco Ltd.	N/A	—	994,507	-994,507	-100%	$24.4M	—	—	—
AQR Capital Management LLC	N/A	—	974,997	-974,997	-100%	$23.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	962,865	-962,865	-100%	$23.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	941,010	-941,010	-100%	$23.1M	—	—	—
Jupiter Topco LLC	N/A	—	912,261	-912,261	-100%	$22.4M	—	—	—
Northern Trust Corp	N/A	—	743,729	-743,729	-100%	$18.3M	—	—	—
Palisade Capital Management, LP	N/A	—	726,583	-726,583	-100%	$17.8M	—	—	—
Kennedy Capital Management LLC	N/A	—	725,648	-725,648	-100%	$17.8M	—	—	—
CSM Advisors, LLC	N/A	—	719,619	-719,619	-100%	$17.7M	—	—	—
New York State Common Retirement Fund	N/A	—	621,808	-621,808	-100%	$15.3M	—	—	—
First Eagle Investment Management, LLC	N/A	—	548,035	-548,035	-100%	$13.5M	—	—	—
Panagora Asset Management Inc	N/A	—	544,229	-544,229	-100%	$13.4M	—	—	—
First Trust Advisors LP	N/A	—	542,855	-542,855	-100%	$13.3M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	503,120	-503,120	-100%	$12.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	475,158	-475,158	-100%	$11.7M	—	—	—
Allianz Asset Management GmbH	N/A	—	420,044	-420,044	-100%	$10.3M	—	—	—
Raymond James Financial Inc	N/A	—	407,247	-407,247	-100%	$10.0M	—	—	—
Royal Bank of Canada	N/A	—	391,005	-391,005	-100%	$9.6M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	373,668	-373,668	-100%	$9.2M	—	—	—
Public Sector Pension Investment Board	N/A	—	341,419	-341,419	-100%	$8.4M	—	—	—
Jupiter Asset Management LTD	N/A	—	338,338	-338,338	-100%	$8.3M	—	—	—
Stansberry Asset Management, LLC	N/A	—	326,456	-326,456	-100%	$8.0M	—	—	—
JPMorgan Chase & Co	N/A	—	319,184	-319,184	-100%	$7.9M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	308,676	-308,676	-100%	$7.6M	—	—	—
Brandes Investment Partners, LP	N/A	—	306,221	-306,221	-100%	$7.5M	—	—	—
Meros Investment Management, LP	N/A	—	289,597	-289,597	-100%	$7.1M	—	—	—
Alliancebernstein L.P.	N/A	—	285,647	-285,647	-100%	$5.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	265,647	-265,647	-100%	$6.5M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	263,841	-263,841	-100%	$6.5M	—	—	—
Pacer Advisors, Inc.	N/A	—	247,457	-247,457	-100%	$6.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	234,352	-234,352	-100%	$5.8M	—	—	—
Lazard Asset Management LLC	N/A	—	225,315	-225,315	-100%	$5.5M	—	—	—
Citadel Advisors LLC	N/A	—	169,856	-169,856	-100%	$4.2M	—	—	—
Legal & General Group Plc	N/A	—	169,760	-169,760	-100%	$4.2M	—	—	—
Bessemer Group Inc	N/A	—	169,715	-169,715	-100%	$4.2M	—	—	—
Trexquant Investment LP	N/A	—	165,595	-165,595	-100%	$4.1M	—	—	—
Rhumbline Advisers	N/A	—	165,149	-165,149	-100%	$4.1M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	155,676	-155,676	-100%	$3.8M	—	—	—
Bank of America Corp	N/A	—	149,069	-149,069	-100%	$3.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	144,156	-144,156	-100%	$3.5M	—	—	—
SEI Investments Co	N/A	—	141,040	-141,040	-100%	$3.5M	—	—	—
Legato Capital Management LLC	N/A	—	140,479	-140,479	-100%	$3.5M	—	—	—
Swiss National Bank	N/A	—	138,563	-138,563	-100%	$3.4M	—	—	—
Edgestream Partners, L.P.	N/A	—	134,694	-134,694	-100%	$3.3M	—	—	—
Tidal Investments LLC	N/A	—	126,700	-126,700	-100%	$3.1M	—	—	—
UBS Group AG	N/A	—	124,992	-124,992	-100%	$3.1M	—	—	—
Gotham Asset Management, LLC	N/A	—	122,368	-122,368	-100%	$3.0M	—	—	—
Connors Investor Services Inc	N/A	—	122,332	-122,332	-100%	$3.0M	—	—	—
IEQ Capital, LLC	N/A	—	119,322	-119,322	-100%	$2.9M	—	—	—
Martingale Asset Management L P	N/A	—	116,538	-116,538	-100%	$2.9M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	114,641	-114,641	-100%	$2.8M	—	—	—
Prudential Financial Inc	N/A	—	112,725	-112,725	-100%	$2.8M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	104,067	-104,067	-100%	$2.6M	—	—	—
Picton Mahoney Asset Management	N/A	—	101,325	-101,325	-100%	$2.5M	—	—	—
Intech Investment Management LLC	N/A	—	96,262	-96,262	-100%	$2.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	89,817	-89,817	-100%	$2.2M	—	—	—
California State Teachers Retirement System	N/A	—	89,034	-89,034	-100%	$2.2M	—	—	—
Zacks Investment Management	N/A	—	83,785	-83,785	-100%	$2.1M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	83,579	-83,579	-100%	$2.1M	—	—	—
Acadian Asset Management LLC	N/A	—	79,799	-79,799	-100%	$2.0M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	74,094	-74,094	-100%	$1.8M	—	—	—
Victory Capital Management Inc	N/A	—	73,308	-73,308	-100%	$1.8M	—	—	—
Militia Capital Management LLC	N/A	—	73,200	-73,200	-100%	$1.8M	—	—	—
Teacher Retirement System of Texas	N/A	—	69,947	-69,947	-100%	$1.7M	—	—	—
State of Wisconsin Investment Board	N/A	—	68,776	-68,776	-100%	$1.7M	—	—	—
Winton Group Ltd	N/A	—	66,948	-66,948	-100%	$1.6M	—	—	—
Wells Fargo & Company	N/A	—	66,292	-66,292	-100%	$1.6M	—	—	—
Cresset Asset Management, LLC	N/A	—	65,740	-65,740	-100%	$1.6M	—	—	—
Marshall Wace, LLP	N/A	—	63,719	-63,719	-100%	$1.6M	—	—	—
Canada Pension Plan Investment Board	N/A	—	61,100	-61,100	-100%	$1.5M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	60,619	-60,619	-100%	$1.5M	—	—	—
Canada Life Assurance Co	N/A	—	57,671	-57,671	-100%	$1.4M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	57,000	-57,000	-100%	$1.4M	—	—	—
Varcov Co.	N/A	—	56,460	-56,460	-100%	$1.4M	—	—	—
Mariner, LLC	N/A	—	56,084	-56,084	-100%	$1.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	56,005	-56,005	-100%	$1.4M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	51,329	-51,329	-100%	$1.3M	—	—	—
Tudor Investment Corp ET AL	N/A	—	50,959	-50,959	-100%	$1.3M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	48,367	-48,367	-100%	$1.2M	—	—	—
HSBC Holdings PLC	N/A	—	46,676	-46,676	-100%	$1.2M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	43,553	-43,553	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	41,921	-41,921	-100%	$1.0M	—	—	—
Quantinno Capital Management LP	N/A	—	41,419	-41,419	-100%	$1.0M	—	—	—
Cambria Investment Management, L.P.	N/A	—	41,331	-41,331	-100%	$1.0M	—	—	—
MetLife Investment Management, LLC	N/A	—	41,220	-41,220	-100%	$1.0M	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	40,089	-40,089	-100%	$984.6K	—	—	—
Horizon Investments, LLC	N/A	—	38,857	-38,857	-100%	$954.3K	—	—	—
Sovereign's Capital Management, LLC	N/A	—	35,930	-35,930	-100%	$882.4K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	35,500	-35,500	-100%	$871.9K	—	—	—
Voya Investment Management LLC	N/A	—	34,718	-34,718	-100%	$852.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	34,431	-34,431	-100%	$845.6K	—	—	—
Millennium Management LLC	N/A	—	34,393	-34,393	-100%	$844.7K	—	—	—
Algert Global LLC	N/A	—	34,070	-34,070	-100%	$836.8K	—	—	—
Dean Investment Associates, LLC	N/A	—	32,712	-32,712	-100%	$803.4K	—	—	—
Captrust Financial Advisors	N/A	—	32,589	-32,589	-100%	$800.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	32,479	-32,479	-100%	$797.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	32,011	-32,011	-100%	$786.2K	—	—	—
SG Americas Securities, LLC	N/A	—	28,589	-28,589	-100%	$702.0K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	28,504	-28,504	-100%	$700.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	26,891	-26,891	-100%	$660.4K	—	—	—
Vestcor Inc	N/A	—	26,190	-26,190	-100%	$643.0K	—	—	—
Dean Capital Management	N/A	—	23,730	-23,730	-100%	$582.8K	—	—	—
Two Sigma Investments, LP	N/A	—	23,469	-23,469	-100%	$576.4K	—	—	—
Vident Advisory, LLC	N/A	—	23,279	-23,279	-100%	$571.7K	—	—	—
Guggenheim Capital LLC	N/A	—	22,110	-22,110	-100%	$543.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	21,140	-21,140	-100%	$519.2K	—	—	—
Caprock Group, LLC	N/A	—	20,802	-20,802	-100%	$510.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	20,148	-20,148	-100%	$494.8K	—	—	—
Aviva PLC	N/A	—	20,102	-20,102	-100%	$493.7K	—	—	—
Glenmede Trust Co NA	N/A	—	20,047	-20,047	-100%	$492.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	18,743	-18,743	-100%	$460.3K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	18,234	-18,234	-100%	$448.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	18,112	-18,112	-100%	$444.8K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	18,095	-18,095	-100%	$444.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	17,970	-17,970	-100%	$441.3K	—	—	—
Arax Advisory Partners	N/A	—	17,562	-17,562	-100%	$431.3K	—	—	—
Hancock Whitney Corp	N/A	—	14,917	-14,917	-100%	$366.4K	—	—	—
XTX Topco Ltd	N/A	—	13,742	-13,742	-100%	$337.5K	—	—	—
Cetera Investment Advisers	N/A	—	13,133	-13,133	-100%	$322.5K	—	—	—
Aquatic Capital Management LLC	N/A	—	12,971	-12,971	-100%	$318.6K	—	—	—
EntryPoint Capital, LLC	N/A	—	12,595	-12,595	-100%	$309.3K	—	—	—
Inceptionr LLC	N/A	—	12,445	-12,445	-100%	$305.6K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	12,133	-12,133	-100%	$298.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	10,905	-10,905	-100%	$268.0K	—	—	—
Mirabella Financial Services LLP	N/A	—	10,640	-10,640	-100%	$261.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,593	-10,593	-100%	$260.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	9,565	-9,565	-100%	$235.0K	—	—	—
Focus Partners Wealth	N/A	—	8,927	-8,927	-100%	$219.2K	—	—	—
Bank of Montreal	N/A	—	8,245	-8,245	-100%	$202.5K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	7,188	-7,188	-100%	$176.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	6,093	-6,093	-100%	$149.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,178	-5,178	-100%	$127.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,855	-4,855	-100%	$119.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	2,702	-2,702	-100%	$66.4K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	1,413	-1,413	-100%	$34.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,142	-1,142	-100%	$28.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,117	-1,117	-100%	$27.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	880	-880	-100%	$21.6K	—	—	—
Optiver Holding B.V.	N/A	—	686	-686	-100%	$16.8K	—	—	—
Macquarie Group LTD	N/A	—	685	-685	-100%	$16.8K	—	—	—
Harbour Investments, Inc.	N/A	—	365	-365	-100%	$9.0K	—	—	—
C M Bidwell & Associates LTD	N/A	—	285	-285	-100%	$7.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	264	-264	-100%	$6	—	—	—
Rothschild Investment LLC	N/A	—	244	-244	-100%	$6.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	181	-181	-100%	$4.4K	—	—	—
Quarry LP	N/A	—	107	-107	-100%	$2.6K	—	—	—
Continuum Advisory, LLC	N/A	—	84	-84	-100%	$2.1K	—	—	—
Federated Hermes, Inc.	N/A	—	78	-78	-100%	$1.9K	—	—	—
Miller Capital Partners, Inc.	N/A	—	40	-40	-100%	$983	—	—	—
BFC Planning, Inc.	N/A	—	38	-38	-100%	$933	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	38	-38	-100%	$933	—	—	—
Ameriflex Group, Inc.	N/A	—	25	-25	-100%	$614	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	22	-22	-100%	$540	—	—	—
Jones Financial Companies Lllp	N/A	—	16	-16	-100%	$389	—	—	—
Smartleaf Asset Management LLC	N/A	—	15	-15	-100%	$368	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	14	-14	-100%	$344	—	—	—
Ankerstar Wealth, LLC	N/A	—	10	-10	-100%	$246	—	—	—
JPL Wealth Management, LLC	N/A	—	3	-3	-100%	$74	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$25	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$33	—	—	—

Showing 292 of 292 institutions