IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Healthequity Inc (HQY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wasatch Advisors LP
DECREASED
Shares7,011,469 from 7,960,735
Change-949,266 (-12%)
Value$620.2M (-$98.8M)
Filed 2026-10-13
Dimensional Fund Advisors LP
INCREASED
Shares1,896,816 from 1,869,036
Change+27,780 (+1%)
Value$167.8M (-$1.0M)
Filed 2026-11-04
Swedbank AB
INCREASED
Shares1,403,000 from 851,400
Change+551,600 (+65%)
Value$124.1M (+$47.2M)
Filed 2026-10-27
Davenport & Co LLC
DECREASED
Shares962,799 from 1,087,218
Change-124,419 (-11%)
Value$84.5M (-$13.7M)
Filed 2026-10-14
Principal Financial Group Inc
INCREASED
Shares361,622 from 318,565
Change+43,057 (+14%)
Value$32.0M (+$3.2M)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
DECREASED
Shares226,704 from 233,378
Change-6,674 (-3%)
Value$20.1M (-$1.0M)
Filed 2026-10-27
Retirement Systems of Alabama
INCREASED
Shares220,184 from 196,278
Change+23,906 (+12%)
Value$19.5M (+$1.7M)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares219,109 from 202,691
Change+16,418 (+8%)
Value$19.6M (+$875.4K)
Filed 2026-11-04
Premier Fund Managers Ltd
DECREASED
Shares138,731 from 145,243
Change-6,512 (-4%)
Value$12.1K (-$652)
Filed 2026-11-02
One Way Holdings LLC
DECREASED
Shares128,873 from 137,092
Change-8,219 (-6%)
Value$11.4M (-$982.0K)
Filed 2026-10-29
Tectonic Advisors LLC
INCREASED
Shares109,953 from 100,323
Change+9,630 (+10%)
Value$9.7M (+$665.2K)
Filed 2026-10-22
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares102,322 from 111,108
Change-8,786 (-8%)
Value$9.1M (-$983.9K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
INCREASED
Shares96,556 from 94,237
Change+2,319 (+2%)
Value$8.5M (+$29.9K)
Filed 2026-10-13
Channing Capital Management, LLC
NEW
Shares92,409
Change+92,409
Value$8.2M
Filed 2026-11-02
Diversify Wealth Management, LLC
INCREASED
Shares90,820 from 90,675
Change+145 (+0%)
Value$8.4M (-$579.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares90,820 from 90,675
Change+145 (+0%)
Value$8.4M (-$579.6K)
Filed 2026-10-20
Mutual of America Capital Management LLC
DECREASED
Shares89,826 from 92,647
Change-2,821 (-3%)
Value$7.9M (-$421.9K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares84,945 from 79,363
Change+5,582 (+7%)
Value$7.5M (+$346.2K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares83,019 from 83,393
Change-374 (0%)
Value$7.3M (-$188.2K)
Filed 2026-11-04
New York State Teachers Retirement System
INCREASED
Shares79,154 from 78,409
Change+745 (+1%)
Value$7.0M (-$80.0K)
Filed 2026-10-22
Moran Wealth Management, LLC
INCREASED
Shares77,846 from 74,194
Change+3,652 (+5%)
Value$6.9M (+$185.1K)
Filed 2026-10-22
Motley Fool Asset Management LLC
DECREASED
Shares77,542 from 93,043
Change-15,501 (-17%)
Value$6.9M (-$1.5M)
Filed 2026-10-27
Kornitzer Capital Management Inc
UNCHANGED
Shares75,326 from 75,326
Change0 (0%)
Value$6.7M (-$140.1K)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares72,001 from 72,502
Change-501 (-1%)
Value$6.4M (-$179.2K)
Filed 2026-10-20
Summit Creek Advisors LLC
DECREASED
Shares70,693 from 84,157
Change-13,464 (-16%)
Value$6.3M (-$1.3M)
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares65,228
Change+65,228
Value$5.8M
Filed 2026-10-30
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares65,000 from 65,000
Change0 (0%)
Value$5.7M (-$249.0K)
Filed 2026-10-09
Thompson Investment Management, Inc.
DECREASED
Shares64,010 from 64,547
Change-537 (-1%)
Value$5.7M (-$167.6K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares60,260 from 53,246
Change+7,014 (+13%)
Value$5.3M (+$521.4K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares49,236 from 45,425
Change+3,811 (+8%)
Value$4.4M (+$252.6K)
Filed 2026-10-15
Moody Aldrich Partners LLC
INCREASED
Shares48,967 from 22,590
Change+26,377 (+117%)
Value$4.3M (+$2.3M)
Filed 2026-10-27
Strs Ohio
INCREASED
Shares45,900 from 35,000
Change+10,900 (+31%)
Value$4.1M (+$899.1K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares45,586 from 15,641
Change+29,945 (+191%)
Value$4.0M (+$2.6M)
Filed 2026-10-16
Leuthold Group, LLC
INCREASED
Shares45,158 from 41,018
Change+4,140 (+10%)
Value$4.0M (+$289.9K)
Filed 2026-11-04
Virginia Retirement Systems ET Al
INCREASED
Shares44,600 from 29,000
Change+15,600 (+54%)
Value$3.9M (+$1.3M)
Filed 2026-10-28
Covea Finance
DECREASED
Shares37,800 from 39,200
Change-1,400 (-4%)
Value$3.3M (-$196.8K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares36,463 from 38,298
Change-1,835 (-5%)
Value$3.2M (-$234.0K)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares35,860 from 35,876
Change-16 (0%)
Value$3.2M (-$68.0K)
Filed 2026-10-23
Assenagon Asset Management S.A.
INCREASED
Shares32,776 from 21,215
Change+11,561 (+54%)
Value$2.9M (+$983.2K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares32,766 from 33,843
Change-1,077 (-3%)
Value$2.2M (-$112.4K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
DECREASED
Shares28,862 from 47,045
Change-18,183 (-39%)
Value$2.6M (-$1.7M)
Filed 2026-10-20
State of New Jersey Common Pension Fund D
DECREASED
Shares26,531 from 26,565
Change-34 (0%)
Value$2.3M (-$52.4K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares26,337 from 38,780
Change-12,443 (-32%)
Value$2.3M (-$1.2M)
Filed 2026-10-23
Chesley Taft & Associates LLC
DECREASED
Shares25,135 from 25,255
Change-120 (0%)
Value$2.2M (-$57.6K)
Filed 2026-10-13
Louisiana State Employees Retirement System
INCREASED
Shares24,800 from 24,700
Change+100 (+0%)
Value$2.2M (-$37.1K)
Filed 2026-10-20
Arizona State Retirement System
INCREASED
Shares23,558 from 23,310
Change+248 (+1%)
Value$2.1M (-$21.4K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares22,346 from 24,127
Change-1,781 (-7%)
Value$2.0M (-$202.4K)
Filed 2026-10-22
Choreo, LLC
DECREASED
Shares20,944 from 20,967
Change-23 (0%)
Value$1.9M (-$41.0K)
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares19,955 from 20,224
Change-269 (-1%)
Value$1.8M (-$61.4K)
Filed 2026-11-03
First American Bank
DECREASED
Shares19,648 from 19,797
Change-149 (-1%)
Value$1.7M (-$50.0K)
Filed 2026-10-27
State of Michigan Retirement System
DECREASED
Shares19,622 from 19,722
Change-100 (-1%)
Value$1.7M (-$45.5K)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares18,549 from 61,708
Change-43,159 (-70%)
Value$1.6M (-$3.9M)
Filed 2026-11-04
Three Seasons Wealth, LLC
INCREASED
Shares17,553 from 16,980
Change+573 (+3%)
Value$1.6M (+$19.1K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
DECREASED
Shares17,276 from 17,476
Change-200 (-1%)
Value$1.5M (-$50.2K)
Filed 2026-10-30
Cambiar Investors LLC
DECREASED
Shares15,987 from 18,046
Change-2,059 (-11%)
Value$1.4M (-$215.7K)
Filed 2026-11-04
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares14,732 from 14,732
Change0 (0%)
Value$1.3M (-$27.4K)
Filed 2026-10-09
Coyle Financial Counsel LLC
DECREASED
Shares14,086 from 14,260
Change-174 (-1%)
Value$1.2M (-$41.9K)
Filed 2026-10-28
ProShare Advisors LLC
DECREASED
Shares13,722 from 14,447
Change-725 (-5%)
Value$1.2M (-$91.0K)
Filed 2026-10-29
Milestone Asset Management, LLC
DECREASED
Shares13,684 from 14,811
Change-1,127 (-8%)
Value$1.2M (-$127.2K)
Filed 2026-10-15
Pictet Asset Management Holding SA
UNCHANGED
Shares12,874 from 12,874
Change0 (0%)
Value$1.1M (-$23.9K)
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares12,730 from 18,357
Change-5,627 (-31%)
Value$1.1M (-$531.9K)
Filed 2026-10-08
Xponance LLC
DECREASED
Shares11,890 from 12,465
Change-575 (-5%)
Value$1.1M (-$74.1K)
Filed 2026-11-03
State of Alaska, Department of Revenue
INCREASED
Shares11,609 from 8,278
Change+3,331 (+40%)
Value$1.0K (-$746.0K)
Filed 2026-10-15
Vontobel Holding Ltd.
DECREASED
Shares11,232 from 13,983
Change-2,751 (-20%)
Value$993.6K (-$269.4K)
Filed 2026-10-16
iA Global Asset Management Inc.
INCREASED
Shares10,948 from 4,762
Change+6,186 (+130%)
Value$968.0K (+$538.0K)
Filed 2026-10-29
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares10,771 from 3,304
Change+7,467 (+226%)
Value$952.8K (+$654.4K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares9,704 from 10,083
Change-379 (-4%)
Value$858.4K (-$52.3K)
Filed 2026-11-03
Peterson Wealth Services
INCREASED
Shares9,040 from 8,089
Change+951 (+12%)
Value$799.7K (+$69.1K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares8,978 from 11,318
Change-2,340 (-21%)
Value$794.2K (-$228.0K)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED
Shares8,863 from 9,052
Change-189 (-2%)
Value$824.7K (-$33.5K)
Filed 2026-10-13
Suncoast Equity Management
INCREASED
Shares8,725 from 8,635
Change+90 (+1%)
Value$771.8K (-$8.1K)
Filed 2026-11-03
Radnor Capital Management, LLC
DECREASED
Shares8,686 from 8,716
Change-30 (0%)
Value$722.4K (-$17.9K)
Filed 2026-10-23
Washington Capital Management, Inc
UNCHANGED
Shares8,630 from 8,630
Change0 (0%)
Value$763.4K (-$16.1K)
Filed 2026-10-19
Sheets Smith Wealth Management
UNCHANGED
Shares8,292 from 8,292
Change0 (0%)
Value$733.5K (-$15.4K)
Filed 2026-10-16
Fulton Bank, N.A.
DECREASED
Shares8,089 from 8,114
Change-25 (0%)
Value$715.6K (-$17.3K)
Filed 2026-10-14
Truist Financial Corp
NEW
Shares7,740
Change+7,740
Value$684.7K
Filed 2026-10-30
Alps Advisors Inc
DECREASED
Shares7,536 from 7,668
Change-132 (-2%)
Value$666.6K (-$25.9K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares7,254 from 6,525
Change+729 (+11%)
Value$641.8K (+$52.4K)
Filed 2026-11-05
Quadrant Capital Group LLC
INCREASED
Shares7,227 from 7,201
Change+26 (+0%)
Value$651.8K (+$1.4K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares7,044 from 4,671
Change+2,373 (+51%)
Value$429.0K (+$7.1K)
Filed 2026-10-23
Counterpoint Mutual Funds LLC
NEW
Shares6,833
Change+6,833
Value$604.4K
Filed 2026-10-16
Abel Hall, LLC
INCREASED
Shares6,736 from 6,489
Change+247 (+4%)
Value$595.9K (+$9.8K)
Filed 2026-10-19
Swiss Life Asset Management Ltd
UNCHANGED
Shares6,658 from 6,658
Change0 (0%)
Value$589.0K (-$12.4K)
Filed 2026-11-03
Sepio Capital, LP
UNCHANGED
Shares6,606 from 6,606
Change0 (0%)
Value$584.4K (-$12.3K)
Filed 2026-10-22
DekaBank Deutsche Girozentrale
INCREASED
Shares6,068 from 549
Change+5,519 (+1005%)
Value$534.0K (+$534.0K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
DECREASED
Shares5,852 from 5,960
Change-108 (-2%)
Value$517.7K (-$20.6K)
Filed 2026-10-21
Overbrook Management Corp
DECREASED
Shares5,840 from 8,249
Change-2,409 (-29%)
Value$516.6K (-$228.4K)
Filed 2026-10-08
OP Asset Management Ltd
DECREASED
Shares5,837 from 19,105
Change-13,268 (-69%)
Value$516.3K (-$1.2M)
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares5,341 from 5,602
Change-261 (-5%)
Value$472.5K (-$33.5K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares4,930 from 8,738
Change-3,808 (-44%)
Value$505.2K (-$284.0K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares4,922 from 3,412
Change+1,510 (+44%)
Value$435.4K (+$127.2K)
Filed 2026-10-29
Inspire Investing, LLC
DECREASED
Shares4,494 from 8,906
Change-4,412 (-50%)
Value$397.6K (-$406.9K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares4,371 from 4,408
Change-37 (-1%)
Value$386.7K (-$11.5K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares4,357 from 2,259
Change+2,098 (+93%)
Value$385.4K (+$181.4K)
Filed 2026-11-02
State of Wyoming
INCREASED
Shares4,350 from 4,169
Change+181 (+4%)
Value$384.8K (+$8.3K)
Filed 2026-10-28
Nisa Investment Advisors, LLC
DECREASED
Shares4,231 from 4,290
Change-59 (-1%)
Value$374.3K (-$13.2K)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares4,155 from 3,409
Change+746 (+22%)
Value$367.6K (+$59.7K)
Filed 2026-11-03
Juncture Wealth Strategies, LLC
INCREASED
Shares4,142 from 4,065
Change+77 (+2%)
Value$366.4K (-$750)
Filed 2026-10-06
Evergreen Capital Management LLC
DECREASED
Shares3,986 from 4,053
Change-67 (-2%)
Value$352.6K (-$13.5K)
Filed 2026-10-23
Integrated Advisors Network LLC
NEW
Shares3,654
Change+3,654
Value$323.2K
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares3,502 from 3,462
Change+40 (+1%)
Value$309.8K (-$2.9K)
Filed 2026-10-23
Profund Advisors LLC
DECREASED
Shares3,480 from 3,658
Change-178 (-5%)
Value$307.8K (-$22.6K)
Filed 2026-10-29
Narus Financial Partners, LLC
DECREASED
Shares3,472 from 4,522
Change-1,050 (-23%)
Value$307.1K (-$101.3K)
Filed 2026-10-19
Greenleaf Trust
DECREASED
Shares3,262 from 3,353
Change-91 (-3%)
Value$288.6K (-$14.3K)
Filed 2026-10-29
Perigon Wealth Management, LLC
NEW
Shares2,921
Change+2,921
Value$258.4K
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares2,911 from 2,893
Change+18 (+1%)
Value$257.5K (-$3.8K)
Filed 2026-10-22
Curated Wealth Partners LLC
DECREASED
Shares2,908 from 3,880
Change-972 (-25%)
Value$257.2K (-$93.2K)
Filed 2026-10-15
Acorn Wealth Advisors, LLC
INCREASED
Shares2,794 from 2,527
Change+267 (+11%)
Value$247.2K (+$18.9K)
Filed 2026-10-19
Sterling Capital Management LLC
DECREASED
Shares2,771 from 5,071
Change-2,300 (-45%)
Value$245.1K (-$212.9K)
Filed 2026-10-22
1620 Investment Advisors, Inc.
INCREASED
Shares2,764 from 2,671
Change+93 (+3%)
Value$244.5K (+$3.3K)
Filed 2026-11-04
Avanza Fonder AB
DECREASED
Shares2,738 from 3,469
Change-731 (-21%)
Value$242.2K (-$71.1K)
Filed 2026-10-13
CIBC Asset Management Inc
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$238.8K (-$5.0K)
Filed 2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
NEW
Shares2,696
Change+2,696
Value$238.5K
Filed 2026-11-03
Axxion S.A.
INCREASED
Shares2,691 from 2,397
Change+294 (+12%)
Value$238.0K (+$21.5K)
Filed 2026-10-22
Park Avenue Securities LLC
NEW
Shares2,657
Change+2,657
Value$235.0K
Filed 2026-10-26
Verdence Capital Advisors LLC
NEW
Shares2,518
Change+2,518
Value$222.7K
Filed 2026-10-26
KBC Group NV
UNCHANGED
Shares2,411 from 2,411
Change0 (0%)
Value$213.0K (-$5.0K)
Filed 2026-10-22
MeadowBrook Investment Advisors LLC
DECREASED
Shares2,400 from 3,035
Change-635 (-21%)
Value$242.3K (-$31.8K)
Filed 2026-10-29
Avior Wealth Management, LLC
NEW
Shares2,335
Change+2,335
Value$206.6K
Filed 2026-10-13
Grant Private Wealth Management Inc
UNCHANGED
Shares2,276 from 2,276
Change0 (0%)
Value$201.3K (-$4.2K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
DECREASED
Shares2,254 from 2,555
Change-301 (-12%)
Value$234.4K (-$6.7K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares2,113
Change+2,113
Value$186.9K
Filed 2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares2,037 from 2,139
Change-102 (-5%)
Value$180.2K (-$13.0K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares1,479 from 1,321
Change+158 (+12%)
Value$130.8K (+$11.5K)
Filed 2026-10-08
Daiwa Securities Group Inc.
INCREASED
Shares1,460 from 1,430
Change+30 (+2%)
Value$129.2K (-$6)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares1,359 from 1,217
Change+142 (+12%)
Value$120.2K (+$10.3K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares1,316 from 1,260
Change+56 (+4%)
Value$116.4K (+$2.7K)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$105.0K (-$2.2K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
INCREASED
Shares923 from 836
Change+87 (+10%)
Value$81.6K (+$6.1K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares923 from 883
Change+40 (+5%)
Value$81.6K (+$1.9K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares655
Change+655
Value$57.9K
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares561 from 614
Change-53 (-9%)
Value$49.6K (-$5.8K)
Filed 2026-10-16
Sellwood Investment Partners LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$48.7K (-$1.0K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares473 from 464
Change+9 (+2%)
Value$41.8K (-$66)
Filed 2026-10-27
Bayforest Capital Ltd
NEW
Shares461
Change+461
Value$40.8K
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares455 from 443
Change+12 (+3%)
Value$40.2K (+$237)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares446 from 405
Change+41 (+10%)
Value$39.5K (+$2.9K)
Filed 2026-11-05
True Wealth Design, LLC
DECREASED
Shares431 from 558
Change-127 (-23%)
Value$38.1K (-$12.3K)
Filed 2026-10-13
Axiom Investment Management LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$35.0K (-$739)
Filed 2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$34.0K (-$1.0K)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares366 from 327
Change+39 (+12%)
Value$32.4K (+$2.8K)
Filed 2026-10-27
Acumen Wealth Advisors, LLC
DECREASED
Shares319 from 374
Change-55 (-15%)
Value$28.2K (-$5.6K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares318 from 322
Change-4 (-1%)
Value$28.1K (-$953)
Filed 2026-10-05
CoreCap Advisors, LLC
DECREASED
Shares314 from 316
Change-2 (-1%)
Value$27.8K (-$765)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares308 from 328
Change-20 (-6%)
Value$27.2K (-$2.4K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$26.5K (-$558)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$25.8K (-$543)
Filed 2026-10-02
Caitong International Asset Management Co., Ltd
NEW
Shares286
Change+286
Value$25.3K
Filed 2026-10-29
Fulcrum Asset Management LLP
NEW
Shares270
Change+270
Value$23.6K
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares251
Change+251
Value$22.2K
Filed 2026-10-27
Burkett Financial Services, LLC
NEW
Shares242
Change+242
Value$21.4K
Filed 2026-10-01
Private Trust Co NA
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$20.9K (-$439)
Filed 2026-10-20
Montag A & Associates Inc
NEW
Shares231
Change+231
Value$20.4K
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares225 from 223
Change+2 (+1%)
Value$19.9K (-$238)
Filed 2026-10-26
Essential Partners LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$19.8K (-$417)
Filed 2026-10-14
Mather Group, Llc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$15.9K (-$335)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$15.1K (-$318)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$13.9K (-$602)
Filed 2026-10-29
First Horizon Corp
DECREASED
Shares139 from 183
Change-44 (-24%)
Value$12.3K (-$4.2K)
Filed 2026-10-26
Covestor Ltd
INCREASED
Shares134 from 129
Change+5 (+4%)
Value$12 ($0)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
DECREASED
Shares120 from 128
Change-8 (-6%)
Value$11 (-$1)
Filed 2026-10-22
Vision Financial Markets LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$10.3K (-$359)
Filed 2026-10-22
Rossby Financial, LCC
DECREASED
Shares111 from 214
Change-103 (-48%)
Value$9.8K (-$9.5K)
Filed 2026-11-05
Signature Equity Partners, LLC
NEW
Shares101
Change+101
Value$8.9K
Filed 2026-10-29
Cedar Mountain Advisors, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.6K (-$139)
Filed 2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.5K (-$138)
Filed 2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$5.9K (-$125)
Filed 2026-11-03
Ascentis Wealth Management, LLC
NEW
Shares64
Change+64
Value$5.7K
Filed 2026-11-03
Blue Trust, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.8K (-$100)
Filed 2026-10-15
Fortitude Family Office, LLC
INCREASED
Shares52 from 47
Change+5 (+11%)
Value$4.6K (+$355)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares51
Change+51
Value$4.5K
Filed 2026-11-04
Bell Investment Advisors, Inc
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$4.2K (-$88)
Filed 2026-10-29
High Note Wealth, LLC
DECREASED
Shares35 from 41
Change-6 (-15%)
Value$3.1K (-$607)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares31
Change+31
Value$2.7K
Filed 2026-10-09
City State Bank
NEW
Shares31
Change+31
Value$2.7K
Filed 2026-10-20
Compass Financial Management LLC
NEW
Shares29
Change+29
Value$2.6K
Filed 2026-10-30
Marquette Asset Management, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.1K (-$44)
Filed 2026-10-09
Manchester Capital Management LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.0K (-$43)
Filed 2026-10-22
Private Wealth Management Group, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.9K (-$41)
Filed 2026-10-19
Torren Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.9K (-$39)
Filed 2026-10-29
Financial Consulate, Inc
NEW
Shares20
Change+20
Value$1.8K
Filed 2026-10-23
Creative Capital Management Investments LLC
INCREASED
Shares19 from 17
Change+2 (+12%)
Value$1.7K (+$146)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.7K (-$35)
Filed 2026-10-16
Bare Financial Services, Inc
NEW
Shares15
Change+15
Value$1.3K
Filed 2026-11-04
Silver Grove Financial Group, Inc.
DECREASED
Shares15 from 32
Change-17 (-53%)
Value$1.3K (-$1.6K)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED
Shares15 from 13
Change+2 (+15%)
Value$1.3K (+$153)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.2K (-$25)
Filed 2026-10-16
TFC Financial Management, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$974 (-$20)
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$885 (-$19)
Filed 2026-10-26
Financial Management Professionals, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$619 (-$13)
Filed 2026-10-23
Burk Holdings LLC
NEW
Shares6
Change+6
Value$531
Filed 2026-11-05
Proathlete Wealth Management LLC
NEW
Shares4
Change+4
Value$353
Filed 2026-10-15
TD Private Client Wealth LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$354 (-$7)
Filed 2026-10-28
Golden State Wealth Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$354 (-$7)
Filed 2026-11-02
DecisionPoint Financial, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$269 (+$84)
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$266 (-$5)
Filed 2026-10-22
Planning Strategies Inc.
NEW
Shares2
Change+2
Value$177
Filed 2026-10-02
James T. Borello RIA
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$177 (+$87)
Filed 2026-10-16
Hughes Financial Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$203 (+$22)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$89 (-$2)
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$89 (-$2)
Filed 2026-10-15
Primoris Wealth Advisors, LLC
CLOSED
Shares0 from 25,500
Change-25,500 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-28
Cache Advisors, LLC
CLOSED
Shares0 from 23,000
Change-23,000 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
Henshaw Capital LLC
CLOSED
Shares0 from 19,569
Change-19,569 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Jackson Creek Investment Advisors LLC
CLOSED
Shares0 from 11,550
Change-11,550 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-04
111 Capital
CLOSED
Shares0 from 2,534
Change-2,534 (-100%)
Value$0 (-$228.9K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,628
Change-1,628 (-100%)
Value$0 (-$150.2K)
Filed 2026-11-02
Leonteq Securities AG
CLOSED
Shares0 from 740
Change-740 (-100%)
Value$0 (-$66.8K)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$20.1K)
Filed 2026-11-03
City Holding Co
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-07
Kingdom Financial Group Llc.
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-04
Avion Wealth
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$361)
Filed 2026-10-15
Navigoe, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$181)
Filed 2026-10-27
Evolution Wealth Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$90)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 11,277,914
Change-11,277,914 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,547,219
Change-4,547,219 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,057,643
Change-4,057,643 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,640,776
Change-3,640,776 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,241,046
Change-3,241,046 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 2,374,467
Change-2,374,467 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,999,209
Change-1,999,209 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 1,773,227
Change-1,773,227 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,538,387
Change-1,538,387 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,372,624
Change-1,372,624 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,296,765
Change-1,296,765 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,188,902
Change-1,188,902 (-100%)
Value—
Greenhouse Funds Lllp
N/A
Shares— from 1,183,024
Change-1,183,024 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,158,837
Change-1,158,837 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 1,149,680
Change-1,149,680 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,146,735
Change-1,146,735 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,072,119
Change-1,072,119 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,007,434
Change-1,007,434 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 994,551
Change-994,551 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 965,807
Change-965,807 (-100%)
Value—
Atalan Capital Partners, LP
N/A
Shares— from 915,270
Change-915,270 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 908,554
Change-908,554 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 872,972
Change-872,972 (-100%)
Value—
Park West Asset Management LLC
N/A
Shares— from 776,651
Change-776,651 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 759,978
Change-759,978 (-100%)
Value—
Bamco Inc
N/A
Shares— from 750,394
Change-750,394 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 732,750
Change-732,750 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 729,080
Change-729,080 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 703,313
Change-703,313 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 683,320
Change-683,320 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 682,961
Change-682,961 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 678,537
Change-678,537 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 666,260
Change-666,260 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 632,382
Change-632,382 (-100%)
Value—
Cadian Capital Management, LP
N/A
Shares— from 626,700
Change-626,700 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 601,824
Change-601,824 (-100%)
Value—
Norges Bank
N/A
Shares— from 533,946
Change-533,946 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 456,922
Change-456,922 (-100%)
Value—
UBS Group AG
N/A
Shares— from 435,457
Change-435,457 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 431,967
Change-431,967 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 400,613
Change-400,613 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 387,894
Change-387,894 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 384,107
Change-384,107 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 360,659
Change-360,659 (-100%)
Value—
12th Street Asset Management Company, LLC
N/A
Shares— from 345,390
Change-345,390 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 332,884
Change-332,884 (-100%)
Value—
Ranger Investment Management, L.P.
N/A
Shares— from 319,253
Change-319,253 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 311,395
Change-311,395 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 275,693
Change-275,693 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 254,403
Change-254,403 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 253,441
Change-253,441 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 249,975
Change-249,975 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 247,132
Change-247,132 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 238,243
Change-238,243 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 228,291
Change-228,291 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 222,480
Change-222,480 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 212,264
Change-212,264 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 198,095
Change-198,095 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 193,492
Change-193,492 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 190,425
Change-190,425 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 184,308
Change-184,308 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 175,182
Change-175,182 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 173,867
Change-173,867 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 169,500
Change-169,500 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 156,786
Change-156,786 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 156,551
Change-156,551 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 155,319
Change-155,319 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 150,273
Change-150,273 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 140,952
Change-140,952 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 137,365
Change-137,365 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 135,600
Change-135,600 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 132,705
Change-132,705 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 132,691
Change-132,691 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 127,770
Change-127,770 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 125,882
Change-125,882 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 120,911
Change-120,911 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 119,832
Change-119,832 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 118,522
Change-118,522 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 117,281
Change-117,281 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 111,986
Change-111,986 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 108,898
Change-108,898 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 108,688
Change-108,688 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 102,875
Change-102,875 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 97,794
Change-97,794 (-100%)
Value—
Granahan Investment Management, LLC
N/A
Shares— from 97,318
Change-97,318 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 96,839
Change-96,839 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 94,631
Change-94,631 (-100%)
Value—
Amundi
N/A
Shares— from 90,327
Change-90,327 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 89,467
Change-89,467 (-100%)
Value—
Portolan Capital Management, LLC
N/A
Shares— from 89,274
Change-89,274 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 88,645
Change-88,645 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 83,056
Change-83,056 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 81,944
Change-81,944 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 81,684
Change-81,684 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 80,893
Change-80,893 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 80,674
Change-80,674 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 76,000
Change-76,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 73,569
Change-73,569 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 71,799
Change-71,799 (-100%)
Value—
Man Group plc
N/A
Shares— from 67,560
Change-67,560 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 67,512
Change-67,512 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 64,850
Change-64,850 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 60,491
Change-60,491 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 60,154
Change-60,154 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 57,389
Change-57,389 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 54,531
Change-54,531 (-100%)
Value—
Pier Capital, LLC
N/A
Shares— from 53,230
Change-53,230 (-100%)
Value—
Bridger Management, LLC
N/A
Shares— from 51,616
Change-51,616 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 51,501
Change-51,501 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 51,336
Change-51,336 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 49,328
Change-49,328 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 49,079
Change-49,079 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 48,587
Change-48,587 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 47,414
Change-47,414 (-100%)
Value—
Montanaro Asset Management Ltd
N/A
Shares— from 47,400
Change-47,400 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 45,813
Change-45,813 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 45,312
Change-45,312 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 43,615
Change-43,615 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 43,609
Change-43,609 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 43,383
Change-43,383 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 42,335
Change-42,335 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 42,235
Change-42,235 (-100%)
Value—
EFG International AG
N/A
Shares— from 41,028
Change-41,028 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 40,504
Change-40,504 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 40,200
Change-40,200 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 37,990
Change-37,990 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 37,045
Change-37,045 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 36,846
Change-36,846 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 36,497
Change-36,497 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 36,492
Change-36,492 (-100%)
Value—
Barclays PLC
N/A
Shares— from 36,443
Change-36,443 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 36,316
Change-36,316 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 36,184
Change-36,184 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 35,571
Change-35,571 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 35,026
Change-35,026 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 34,417
Change-34,417 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 32,966
Change-32,966 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 31,670
Change-31,670 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 31,528
Change-31,528 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 30,526
Change-30,526 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 30,496
Change-30,496 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 30,479
Change-30,479 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 30,300
Change-30,300 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 29,923
Change-29,923 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 29,788
Change-29,788 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 28,886
Change-28,886 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,761
Change-28,761 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 27,661
Change-27,661 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 26,198
Change-26,198 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 25,356
Change-25,356 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 25,032
Change-25,032 (-100%)
Value—
Expect Equity LLC
N/A
Shares— from 24,200
Change-24,200 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 23,173
Change-23,173 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 22,545
Change-22,545 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 22,494
Change-22,494 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 22,390
Change-22,390 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 22,192
Change-22,192 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 21,918
Change-21,918 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 21,864
Change-21,864 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 21,773
Change-21,773 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 21,344
Change-21,344 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 20,767
Change-20,767 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,573
Change-20,573 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 20,431
Change-20,431 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 20,332
Change-20,332 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 20,182
Change-20,182 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 19,063
Change-19,063 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 19,003
Change-19,003 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 18,759
Change-18,759 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,350
Change-18,350 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 18,189
Change-18,189 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,474
Change-17,474 (-100%)
Value—
New Mexico Educational Retirement Board
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 17,258
Change-17,258 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 17,142
Change-17,142 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16,778
Change-16,778 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
Allstate Corp
N/A
Shares— from 16,314
Change-16,314 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 15,135
Change-15,135 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 15,131
Change-15,131 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,949
Change-14,949 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 14,513
Change-14,513 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 13,984
Change-13,984 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,933
Change-13,933 (-100%)
Value—
Mirova
N/A
Shares— from 12,875
Change-12,875 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,458
Change-12,458 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,839
Change-11,839 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 11,805
Change-11,805 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,311
Change-11,311 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 10,927
Change-10,927 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,964
Change-9,964 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 9,842
Change-9,842 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 9,842
Change-9,842 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 9,729
Change-9,729 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,108
Change-9,108 (-100%)
Value—
&partners
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 8,690
Change-8,690 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 8,231
Change-8,231 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 8,212
Change-8,212 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,003
Change-7,003 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 6,951
Change-6,951 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,911
Change-6,911 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 6,827
Change-6,827 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,695
Change-6,695 (-100%)
Value—
CSS LLC
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,556
Change-6,556 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 6,527
Change-6,527 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,012
Change-6,012 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 5,974
Change-5,974 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 5,964
Change-5,964 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 5,669
Change-5,669 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 5,664
Change-5,664 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,247
Change-5,247 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
Ares Systematic Credit Ltd
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Natixis
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 727
Change-727 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 554
Change-554 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 437
Change-437 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 430
Change-430 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 303
Change-303 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 302
Change-302 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 267
Change-267 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 252
Change-252 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 94
Change-94 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 62
Change-62 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Central Trust Co
N/A
Shares— from 49
Change-49 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Bayban
N/A
Shares— from 29
Change-29 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 16
Change-16 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 12
Change-12 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Quarry LP
N/A
Shares— from 9
Change-9 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 7
Change-7 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wasatch Advisors LP
DECREASED7,011,4697,960,735-949,266-12%$719.0M$620.2M-$98.8M2026-10-13
Dimensional Fund Advisors LP
INCREASED1,896,8161,869,036+27,780+1%$168.8M$167.8M-$1.0M2026-11-04
Swedbank AB
INCREASED1,403,000851,400+551,600+65%$76.9M$124.1M+$47.2M2026-10-27
Davenport & Co LLC
DECREASED962,7991,087,218-124,419-11%$98.2M$84.5M-$13.7M2026-10-14
Principal Financial Group Inc
INCREASED361,622318,565+43,057+14%$28.8M$32.0M+$3.2M2026-11-02
Oppenheimer Asset Management Inc.
DECREASED226,704233,378-6,674-3%$21.1M$20.1M-$1.0M2026-10-27
Retirement Systems of Alabama
INCREASED220,184196,278+23,906+12%$17.7M$19.5M+$1.7M2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED219,109202,691+16,418+8%$18.7M$19.6M+$875.4K2026-11-04
Premier Fund Managers Ltd
DECREASED138,731145,243-6,512-4%$12.8K$12.1K-$6522026-11-02
One Way Holdings LLC
DECREASED128,873137,092-8,219-6%$12.4M$11.4M-$982.0K2026-10-29
Tectonic Advisors LLC
INCREASED109,953100,323+9,630+10%$9.1M$9.7M+$665.2K2026-10-22
B. Metzler seel. Sohn & Co. AG
DECREASED102,322111,108-8,786-8%$10.0M$9.1M-$983.9K2026-10-30
Beacon Investment Advisory Services, Inc.
INCREASED96,55694,237+2,319+2%$8.5M$8.5M+$29.9K2026-10-13
Channing Capital Management, LLC
NEW92,409—+92,409——$8.2M—2026-11-02
Diversify Wealth Management, LLC
INCREASED90,82090,675+145+0%$9.0M$8.4M-$579.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED90,82090,675+145+0%$9.0M$8.4M-$579.6K2026-10-20
Mutual of America Capital Management LLC
DECREASED89,82692,647-2,821-3%$8.4M$7.9M-$421.9K2026-10-23
Creative Planning
INCREASED84,94579,363+5,582+7%$7.2M$7.5M+$346.2K2026-11-02
EverSource Wealth Advisors, LLC
DECREASED83,01983,393-3740%$7.5M$7.3M-$188.2K2026-11-04
New York State Teachers Retirement System
INCREASED79,15478,409+745+1%$7.1M$7.0M-$80.0K2026-10-22
Moran Wealth Management, LLC
INCREASED77,84674,194+3,652+5%$6.7M$6.9M+$185.1K2026-10-22
Motley Fool Asset Management LLC
DECREASED77,54293,043-15,501-17%$8.4M$6.9M-$1.5M2026-10-27
Kornitzer Capital Management Inc
UNCHANGED75,32675,32600%$6.8M$6.7M-$140.1K2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED72,00172,502-501-1%$6.5M$6.4M-$179.2K2026-10-20
Summit Creek Advisors LLC
DECREASED70,69384,157-13,464-16%$7.6M$6.3M-$1.3M2026-11-03
Achmea Investment Management B.V.
NEW65,228—+65,228——$5.8M—2026-10-30
Inspirion Wealth Advisors, LLC
UNCHANGED65,00065,00000%$6.0M$5.7M-$249.0K2026-10-09
Thompson Investment Management, Inc.
DECREASED64,01064,547-537-1%$5.8M$5.7M-$167.6K2026-10-14
AlphaCore Capital LLC
INCREASED60,26053,246+7,014+13%$4.8M$5.3M+$521.4K2026-11-04
Atria Investments, Inc
INCREASED49,23645,425+3,811+8%$4.1M$4.4M+$252.6K2026-10-15
Moody Aldrich Partners LLC
INCREASED48,96722,590+26,377+117%$2.0M$4.3M+$2.3M2026-10-27
Strs Ohio
INCREASED45,90035,000+10,900+31%$3.2M$4.1M+$899.1K2026-10-30
Y-Intercept (Hong Kong) Ltd
INCREASED45,58615,641+29,945+191%$1.4M$4.0M+$2.6M2026-10-16
Leuthold Group, LLC
INCREASED45,15841,018+4,140+10%$3.7M$4.0M+$289.9K2026-11-04
Virginia Retirement Systems ET Al
INCREASED44,60029,000+15,600+54%$2.6M$3.9M+$1.3M2026-10-28
Covea Finance
DECREASED37,80039,200-1,400-4%$3.5M$3.3M-$196.8K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED36,46338,298-1,835-5%$3.5M$3.2M-$234.0K2026-11-02
Amalgamated Bank
DECREASED35,86035,876-160%$3.2M$3.2M-$68.0K2026-10-23
Assenagon Asset Management S.A.
INCREASED32,77621,215+11,561+54%$1.9M$2.9M+$983.2K2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED32,76633,843-1,077-3%$2.3M$2.2M-$112.4K2026-10-13
Physician Wealth Advisors, Inc.
DECREASED28,86247,045-18,183-39%$4.2M$2.6M-$1.7M2026-10-20
State of New Jersey Common Pension Fund D
DECREASED26,53126,565-340%$2.4M$2.3M-$52.4K2026-11-05
Apollon Wealth Management, LLC
DECREASED26,33738,780-12,443-32%$3.5M$2.3M-$1.2M2026-10-23
Chesley Taft & Associates LLC
DECREASED25,13525,255-1200%$2.3M$2.2M-$57.6K2026-10-13
Louisiana State Employees Retirement System
INCREASED24,80024,700+100+0%$2.2M$2.2M-$37.1K2026-10-20
Arizona State Retirement System
INCREASED23,55823,310+248+1%$2.1M$2.1M-$21.4K2026-11-03
Yousif Capital Management, LLC
DECREASED22,34624,127-1,781-7%$2.2M$2.0M-$202.4K2026-10-22
Choreo, LLC
DECREASED20,94420,967-230%$1.9M$1.9M-$41.0K2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED19,95520,224-269-1%$1.8M$1.8M-$61.4K2026-11-03
First American Bank
DECREASED19,64819,797-149-1%$1.8M$1.7M-$50.0K2026-10-27
State of Michigan Retirement System
DECREASED19,62219,722-100-1%$1.8M$1.7M-$45.5K2026-10-27
Citigroup Inc
DECREASED18,54961,708-43,159-70%$5.6M$1.6M-$3.9M2026-11-04
Three Seasons Wealth, LLC
INCREASED17,55316,980+573+3%$1.5M$1.6M+$19.1K2026-11-03
Oregon Public Employees Retirement Fund
DECREASED17,27617,476-200-1%$1.6M$1.5M-$50.2K2026-10-30
Cambiar Investors LLC
DECREASED15,98718,046-2,059-11%$1.6M$1.4M-$215.7K2026-11-04
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED14,73214,73200%$1.3M$1.3M-$27.4K2026-10-09
Coyle Financial Counsel LLC
DECREASED14,08614,260-174-1%$1.3M$1.2M-$41.9K2026-10-28
ProShare Advisors LLC
DECREASED13,72214,447-725-5%$1.3M$1.2M-$91.0K2026-10-29
Milestone Asset Management, LLC
DECREASED13,68414,811-1,127-8%$1.3M$1.2M-$127.2K2026-10-15
Pictet Asset Management Holding SA
UNCHANGED12,87412,87400%$1.2M$1.1M-$23.9K2026-11-03
Gradient Investments LLC
DECREASED12,73018,357-5,627-31%$1.7M$1.1M-$531.9K2026-10-08
Xponance LLC
DECREASED11,89012,465-575-5%$1.1M$1.1M-$74.1K2026-11-03
State of Alaska, Department of Revenue
INCREASED11,6098,278+3,331+40%$747.0K$1.0K-$746.0K2026-10-15
Vontobel Holding Ltd.
DECREASED11,23213,983-2,751-20%$1.3M$993.6K-$269.4K2026-10-16
iA Global Asset Management Inc.
INCREASED10,9484,762+6,186+130%$430.0K$968.0K+$538.0K2026-10-29
Hennion & Walsh Asset Management, Inc.
INCREASED10,7713,304+7,467+226%$298.4K$952.8K+$654.4K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED9,70410,083-379-4%$910.7K$858.4K-$52.3K2026-11-03
Peterson Wealth Services
INCREASED9,0408,089+951+12%$730.6K$799.7K+$69.1K2026-10-26
Concurrent Investment Advisors, LLC
DECREASED8,97811,318-2,340-21%$1.0M$794.2K-$228.0K2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED8,8639,052-189-2%$858.2K$824.7K-$33.5K2026-10-13
Suncoast Equity Management
INCREASED8,7258,635+90+1%$779.9K$771.8K-$8.1K2026-11-03
Radnor Capital Management, LLC
DECREASED8,6868,716-300%$740.3K$722.4K-$17.9K2026-10-23
Washington Capital Management, Inc
UNCHANGED8,6308,63000%$779.5K$763.4K-$16.1K2026-10-19
Sheets Smith Wealth Management
UNCHANGED8,2928,29200%$748.9K$733.5K-$15.4K2026-10-16
Fulton Bank, N.A.
DECREASED8,0898,114-250%$732.9K$715.6K-$17.3K2026-10-14
Truist Financial Corp
NEW7,740—+7,740——$684.7K—2026-10-30
Alps Advisors Inc
DECREASED7,5367,668-132-2%$692.6K$666.6K-$25.9K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED7,2546,525+729+11%$589.3K$641.8K+$52.4K2026-11-05
Quadrant Capital Group LLC
INCREASED7,2277,201+26+0%$650.4K$651.8K+$1.4K2026-10-20
HB Wealth Management, LLC
INCREASED7,0444,671+2,373+51%$421.9K$429.0K+$7.1K2026-10-23
Counterpoint Mutual Funds LLC
NEW6,833—+6,833——$604.4K—2026-10-16
Abel Hall, LLC
INCREASED6,7366,489+247+4%$586.1K$595.9K+$9.8K2026-10-19
Swiss Life Asset Management Ltd
UNCHANGED6,6586,65800%$601.4K$589.0K-$12.4K2026-11-03
Sepio Capital, LP
UNCHANGED6,6066,60600%$596.7K$584.4K-$12.3K2026-10-22
DekaBank Deutsche Girozentrale
INCREASED6,068549+5,519+1005%$45$534.0K+$534.0K2026-10-27
Crossmark Global Holdings, Inc.
DECREASED5,8525,960-108-2%$538.3K$517.7K-$20.6K2026-10-21
Overbrook Management Corp
DECREASED5,8408,249-2,409-29%$745.1K$516.6K-$228.4K2026-10-08
OP Asset Management Ltd
DECREASED5,83719,105-13,268-69%$1.7M$516.3K-$1.2M2026-11-05
Brighton Jones LLC
DECREASED5,3415,602-261-5%$506.0K$472.5K-$33.5K2026-11-03
Prospera Financial Services Inc
DECREASED4,9308,738-3,808-44%$789.2K$505.2K-$284.0K2026-11-04
Vise Technologies, Inc.
INCREASED4,9223,412+1,510+44%$308.2K$435.4K+$127.2K2026-10-29
Inspire Investing, LLC
DECREASED4,4948,906-4,412-50%$804.4K$397.6K-$406.9K2026-10-22
Citizens Financial Group Inc
DECREASED4,3714,408-37-1%$398.1K$386.7K-$11.5K2026-10-23
Commonwealth Equity Services, LLC
INCREASED4,3572,259+2,098+93%$204.0K$385.4K+$181.4K2026-11-02
State of Wyoming
INCREASED4,3504,169+181+4%$376.5K$384.8K+$8.3K2026-10-28
Nisa Investment Advisors, LLC
DECREASED4,2314,290-59-1%$387.5K$374.3K-$13.2K2026-10-20
Ethic Inc.
INCREASED4,1553,409+746+22%$307.9K$367.6K+$59.7K2026-11-03
Juncture Wealth Strategies, LLC
INCREASED4,1424,065+77+2%$367.2K$366.4K-$7502026-10-06
Evergreen Capital Management LLC
DECREASED3,9864,053-67-2%$366.1K$352.6K-$13.5K2026-10-23
Integrated Advisors Network LLC
NEW3,654—+3,654——$323.2K—2026-10-20
Sowell Financial Services LLC
INCREASED3,5023,462+40+1%$312.7K$309.8K-$2.9K2026-10-23
Profund Advisors LLC
DECREASED3,4803,658-178-5%$330.4K$307.8K-$22.6K2026-10-29
Narus Financial Partners, LLC
DECREASED3,4724,522-1,050-23%$408.4K$307.1K-$101.3K2026-10-19
Greenleaf Trust
DECREASED3,2623,353-91-3%$302.8K$288.6K-$14.3K2026-10-29
Perigon Wealth Management, LLC
NEW2,921—+2,921——$258.4K—2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED2,9112,893+18+1%$261.3K$257.5K-$3.8K2026-10-22
Curated Wealth Partners LLC
DECREASED2,9083,880-972-25%$350.4K$257.2K-$93.2K2026-10-15
Acorn Wealth Advisors, LLC
INCREASED2,7942,527+267+11%$228.2K$247.2K+$18.9K2026-10-19
Sterling Capital Management LLC
DECREASED2,7715,071-2,300-45%$458.0K$245.1K-$212.9K2026-10-22
1620 Investment Advisors, Inc.
INCREASED2,7642,671+93+3%$241.2K$244.5K+$3.3K2026-11-04
Avanza Fonder AB
DECREASED2,7383,469-731-21%$313.3K$242.2K-$71.1K2026-10-13
CIBC Asset Management Inc
UNCHANGED2,7002,70000%$243.9K$238.8K-$5.0K2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
NEW2,696—+2,696——$238.5K—2026-11-03
Axxion S.A.
INCREASED2,6912,397+294+12%$216.5K$238.0K+$21.5K2026-10-22
Park Avenue Securities LLC
NEW2,657—+2,657——$235.0K—2026-10-26
Verdence Capital Advisors LLC
NEW2,518—+2,518——$222.7K—2026-10-26
KBC Group NV
UNCHANGED2,4112,41100%$218.0K$213.0K-$5.0K2026-10-22
MeadowBrook Investment Advisors LLC
DECREASED2,4003,035-635-21%$274.1K$242.3K-$31.8K2026-10-29
Avior Wealth Management, LLC
NEW2,335—+2,335——$206.6K—2026-10-13
Grant Private Wealth Management Inc
UNCHANGED2,2762,27600%$205.6K$201.3K-$4.2K2026-10-19
Chicago Partners Investment Group LLC
DECREASED2,2542,555-301-12%$241.0K$234.4K-$6.7K2026-10-27
Provenance Wealth Advisors, LLC
NEW2,113—+2,113——$186.9K—2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED2,0372,139-102-5%$193.2K$180.2K-$13.0K2026-11-05
Gamma Investing LLC
INCREASED1,4791,321+158+12%$119.3K$130.8K+$11.5K2026-10-08
Daiwa Securities Group Inc.
INCREASED1,4601,430+30+2%$129.2K$129.2K-$62026-10-29
Signaturefd, LLC
INCREASED1,3591,217+142+12%$109.9K$120.2K+$10.3K2026-10-23
Farther Finance Advisors, LLC
INCREASED1,3161,260+56+4%$113.7K$116.4K+$2.7K2026-10-08
Assetmark, Inc
UNCHANGED1,1871,18700%$107.2K$105.0K-$2.2K2026-10-21
Harbor Investment Advisory, LLC
INCREASED923836+87+10%$75.5K$81.6K+$6.1K2026-10-13
Parallel Advisors, LLC
INCREASED923883+40+5%$79.8K$81.6K+$1.9K2026-11-03
Root Financial Partners, LLC
NEW655—+655——$57.9K—2026-10-21
IFP Advisors, Inc
DECREASED561614-53-9%$55.5K$49.6K-$5.8K2026-10-16
Sellwood Investment Partners LLC
UNCHANGED55055000%$49.7K$48.7K-$1.0K2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED473464+9+2%$41.9K$41.8K-$662026-10-27
Bayforest Capital Ltd
NEW461—+461——$40.8K—2026-11-03
WPG Advisers, LLC
INCREASED455443+12+3%$40.0K$40.2K+$2372026-10-27
Larson Financial Group LLC
INCREASED446405+41+10%$36.6K$39.5K+$2.9K2026-11-05
True Wealth Design, LLC
DECREASED431558-127-23%$50.4K$38.1K-$12.3K2026-10-13
Axiom Investment Management LLC
UNCHANGED39639600%$35.8K$35.0K-$7392026-11-03
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED38838800%$35.0K$34.0K-$1.0K2026-10-22
Parkside Financial Bank & Trust
INCREASED366327+39+12%$29.5K$32.4K+$2.8K2026-10-27
Acumen Wealth Advisors, LLC
DECREASED319374-55-15%$33.8K$28.2K-$5.6K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED318322-4-1%$29.1K$28.1K-$9532026-10-05
CoreCap Advisors, LLC
DECREASED314316-2-1%$28.5K$27.8K-$7652026-10-08
SBI Securities Co., Ltd.
DECREASED308328-20-6%$29.6K$27.2K-$2.4K2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED30030000%$27.1K$26.5K-$5582026-10-23
Versant Capital Management, Inc
UNCHANGED29229200%$26.4K$25.8K-$5432026-10-02
Caitong International Asset Management Co., Ltd
NEW286—+286——$25.3K—2026-10-29
Fulcrum Asset Management LLP
NEW270—+270——$23.6K—2026-11-04
Elyxium Wealth, LLC
NEW251—+251——$22.2K—2026-10-27
Burkett Financial Services, LLC
NEW242—+242——$21.4K—2026-10-01
Private Trust Co NA
UNCHANGED23623600%$21.3K$20.9K-$4392026-10-20
Montag A & Associates Inc
NEW231—+231——$20.4K—2026-10-29
SJS Investment Consulting Inc.
INCREASED225223+2+1%$20.1K$19.9K-$2382026-10-26
Essential Partners LLC
UNCHANGED22422400%$20.2K$19.8K-$4172026-10-14
Mather Group, Llc.
UNCHANGED18018000%$16.3K$15.9K-$3352026-10-14
Asset Dedication, LLC
UNCHANGED17117100%$15.4K$15.1K-$3182026-11-03
Salomon & Ludwin, LLC
UNCHANGED15715700%$14.5K$13.9K-$6022026-10-29
First Horizon Corp
DECREASED139183-44-24%$16.5K$12.3K-$4.2K2026-10-26
Covestor Ltd
INCREASED134129+5+4%$12$12$02026-10-30
Harbor Capital Advisors, Inc.
DECREASED120128-8-6%$12$11-$12026-10-22
Vision Financial Markets LLC
UNCHANGED11511500%$10.6K$10.3K-$3592026-10-22
Rossby Financial, LCC
DECREASED111214-103-48%$19.3K$9.8K-$9.5K2026-11-05
Signature Equity Partners, LLC
NEW101—+101——$8.9K—2026-10-29
Cedar Mountain Advisors, LLC
UNCHANGED757500%$6.8K$6.6K-$1392026-10-15
Farmers & Merchants Investments Inc
UNCHANGED747400%$6.7K$6.5K-$1382026-10-22
JFS Wealth Advisors, LLC
UNCHANGED676700%$6.1K$5.9K-$1252026-11-03
Ascentis Wealth Management, LLC
NEW64—+64——$5.7K—2026-11-03
Blue Trust, Inc.
UNCHANGED545400%$4.9K$4.8K-$1002026-10-15
Fortitude Family Office, LLC
INCREASED5247+5+11%$4.2K$4.6K+$3552026-10-14
Simplex Trading, LLC
NEW51—+51——$4.5K—2026-11-04
Bell Investment Advisors, Inc
UNCHANGED474700%$4.2K$4.2K-$882026-10-29
High Note Wealth, LLC
DECREASED3541-6-15%$3.7K$3.1K-$6072026-10-27
GK Wealth Management LLC
NEW31—+31——$2.7K—2026-10-09
City State Bank
NEW31—+31——$2.7K—2026-10-20
Compass Financial Management LLC
NEW29—+29——$2.6K—2026-10-30
Marquette Asset Management, LLC
UNCHANGED242400%$2.2K$2.1K-$442026-10-09
Manchester Capital Management LLC
UNCHANGED232300%$2.1K$2.0K-$432026-10-22
Private Wealth Management Group, LLC
UNCHANGED222200%$2.0K$1.9K-$412026-10-19
Torren Management, LLC
UNCHANGED212100%$1.9K$1.9K-$392026-10-29
Financial Consulate, Inc
NEW20—+20——$1.8K—2026-10-23
Creative Capital Management Investments LLC
INCREASED1917+2+12%$1.5K$1.7K+$1462026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED191900%$1.7K$1.7K-$352026-10-16
Bare Financial Services, Inc
NEW15—+15——$1.3K—2026-11-04
Silver Grove Financial Group, Inc.
DECREASED1532-17-53%$2.9K$1.3K-$1.6K2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED1513+2+15%$1.2K$1.3K+$1532026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED131300%$1.2K$1.2K-$252026-10-16
TFC Financial Management, Inc.
UNCHANGED111100%$994$974-$202026-10-26
Abound Wealth Management
UNCHANGED101000%$904$885-$192026-10-26
Financial Management Professionals, Inc.
UNCHANGED7700%$632$619-$132026-10-23
Burk Holdings LLC
NEW6—+6——$531—2026-11-05
Proathlete Wealth Management LLC
NEW4—+4——$353—2026-10-15
TD Private Client Wealth LLC
UNCHANGED4400%$361$354-$72026-10-28
Golden State Wealth Management, LLC
UNCHANGED4400%$361$354-$72026-11-02
DecisionPoint Financial, LLC
INCREASED32+1+50%$185$269+$842026-10-27
Quaker Wealth Management, LLC
UNCHANGED3300%$271$266-$52026-10-22
Planning Strategies Inc.
NEW2—+2——$177—2026-10-02
James T. Borello RIA
INCREASED21+1+100%$90$177+$872026-10-16
Hughes Financial Services, LLC
UNCHANGED2200%$181$203+$222026-10-30
GHP Investment Advisors, Inc.
UNCHANGED1100%$91$89-$22026-10-15
Maryland Capital Advisors Inc.
UNCHANGED1100%$91$89-$22026-10-15
Primoris Wealth Advisors, LLC
CLOSED025,500-25,500-100%$2.3M$0-$2.3M2026-10-28
Cache Advisors, LLC
CLOSED023,000-23,000-100%$2.1M$0-$2.1M2026-10-16
Henshaw Capital LLC
CLOSED019,569-19,569-100%$1.8M$0-$1.8M2026-11-03
Jackson Creek Investment Advisors LLC
CLOSED011,550-11,550-100%$1.2K$0-$1.2K2026-11-04
111 Capital
CLOSED02,534-2,534-100%$228.9K$0-$228.9K2026-11-03
International Assets Investment Management, LLC
CLOSED01,628-1,628-100%$150.2K$0-$150.2K2026-11-02
Leonteq Securities AG
CLOSED0740-740-100%$66.8K$0-$66.8K2026-10-29
Mirae Asset Global Investments Co., Ltd.
CLOSED0223-223-100%$20.1K$0-$20.1K2026-11-03
City Holding Co
CLOSED0125-125-100%$11.3K$0-$11.3K2026-10-19
Wealth Enhancement Trust Services, Inc.
CLOSED069-69-100%$6.2K$0-$6.2K2026-10-07
Kingdom Financial Group Llc.
CLOSED018-18-100%$1.6K$0-$1.6K2026-11-04
Avion Wealth
CLOSED07-7-100%$0$0$02026-11-04
Activest Wealth Management
CLOSED04-4-100%$361$0-$3612026-10-15
Navigoe, LLC
CLOSED04-4-100%$0$0$02026-11-04
Cassaday & Co Wealth Management LLC
CLOSED02-2-100%$181$0-$1812026-10-27
Evolution Wealth Management Inc.
CLOSED01-1-100%$90$0-$902026-10-28
BlackRock, Inc.
N/A—11,277,914-11,277,914-100%$1.0B———
Morgan Stanley
N/A—4,547,219-4,547,219-100%$410.7M———
Vanguard Portfolio Management LLC
N/A—4,057,643-4,057,643-100%$366.5M———
Vanguard Capital Management LLC
N/A—3,640,776-3,640,776-100%$328.8M———
State Street Corp
N/A—3,241,046-3,241,046-100%$292.7M———
Geode Capital Management, LLC
N/A—2,374,467-2,374,467-100%$214.5M———
AQR Capital Management LLC
N/A—1,999,209-1,999,209-100%$176.1M———
William Blair Investment Management, LLC
N/A—1,773,227-1,773,227-100%$160.2M———
FMR LLC
N/A—1,538,387-1,538,387-100%$138.9M———
Brown Advisory Inc
N/A—1,372,624-1,372,624-100%$124.0M———
Clearbridge Investments, LLC
N/A—1,296,765-1,296,765-100%$117.1M———
Charles Schwab Investment Management Inc
N/A—1,188,902-1,188,902-100%$107.4M———
Greenhouse Funds Lllp
N/A—1,183,024-1,183,024-100%$106.9M———
JPMorgan Chase & Co
N/A—1,158,837-1,158,837-100%$102.1M———
Geneva Capital Management LLC
N/A—1,149,680-1,149,680-100%$103.8M———
Bank of America Corp
N/A—1,146,735-1,146,735-100%$103.6M———
Northern Trust Corp
N/A—1,072,119-1,072,119-100%$96.8M———
Goldman Sachs Group Inc
N/A—1,007,434-1,007,434-100%$91.0M———
Price T Rowe Associates Inc
N/A—994,551-994,551-100%$89.8M———
Arrowstreet Capital, Limited Partnership
N/A—965,807-965,807-100%$87.2M———
Atalan Capital Partners, LP
N/A—915,270-915,270-100%$82.7M———
Loomis Sayles & Co L P
N/A—908,554-908,554-100%$82.1M———
Jupiter Topco LLC
N/A—872,972-872,972-100%$78.8M———
Park West Asset Management LLC
N/A—776,651-776,651-100%$70.1M———
American Century Companies Inc
N/A—759,978-759,978-100%$68.6M———
Bamco Inc
N/A—750,394-750,394-100%$67.8M———
Nuveen, LLC
N/A—732,750-732,750-100%$66.2M———
Stephens Investment Management Group LLC
N/A—729,080-729,080-100%$65.9M———
Westfield Capital Management Co LP
N/A—703,313-703,313-100%$63.5M———
SEI Investments Co
N/A—683,320-683,320-100%$61.7M———
Citadel Advisors LLC
N/A—682,961-682,961-100%$61.7M———
Nomura Asset Management International Inc.
N/A—678,537-678,537-100%$61.3M———
Bank of New York Mellon Corp
N/A—666,260-666,260-100%$60.2M———
GW&K Investment Management, LLC
N/A—632,382-632,382-100%$57.1M———
Cadian Capital Management, LP
N/A—626,700-626,700-100%$56.6M———
Vanguard Fiduciary Trust Co
N/A—601,824-601,824-100%$54.4M———
Norges Bank
N/A—533,946-533,946-100%$48.2M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—456,922-456,922-100%$41.3M———
UBS Group AG
N/A—435,457-435,457-100%$39.3M———
Raymond James Financial Inc
N/A—431,967-431,967-100%$39.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—400,613-400,613-100%$36.2M———
Wellington Management Group LLP
N/A—387,894-387,894-100%$35.0M———
Artisan Partners Limited Partnership
N/A—384,107-384,107-100%$34.7M———
Franklin Resources Inc
N/A—360,659-360,659-100%$32.6M———
12th Street Asset Management Company, LLC
N/A—345,390-345,390-100%$31.2M———
Aristotle Capital Boston, LLC
N/A—332,884-332,884-100%$30.1M———
Ranger Investment Management, L.P.
N/A—319,253-319,253-100%$28.8M———
CIBC Bancorp USA Inc.
N/A—311,395-311,395-100%$28.1M———
Lazard Asset Management LLC
N/A—275,693-275,693-100%$24.9M———
Rhumbline Advisers
N/A—254,403-254,403-100%$23.0M———
Ashford Capital Management Inc
N/A—253,441-253,441-100%$22.9M———
Millennium Management LLC
N/A—249,975-249,975-100%$22.6M———
DF Dent & Co Inc
N/A—247,132-247,132-100%$22.3M———
Segall Bryant & Hamill, LLC
N/A—238,243-238,243-100%$21.5M———
Oberweis Asset Management Inc/
N/A—228,291-228,291-100%$20.6M———
Alliancebernstein L.P.
N/A—222,480-222,480-100%$18.6M———
Royal Bank of Canada
N/A—212,264-212,264-100%$19.2M———
Invesco Ltd.
N/A—198,095-198,095-100%$17.9M———
UBS Asset Management Americas LLC
N/A—193,492-193,492-100%$17.5M———
Wells Fargo & Company
N/A—190,425-190,425-100%$17.2M———
Frontier Capital Management Co LLC
N/A—184,308-184,308-100%$16.6M———
Envestnet Asset Management Inc
N/A—175,182-175,182-100%$15.8M———
Glenmede Trust Co NA
N/A—173,867-173,867-100%$15.7M———
Swiss National Bank
N/A—169,500-169,500-100%$15.3M———
Russell Investments Group, Ltd.
N/A—156,786-156,786-100%$14.2M———
Qube Research & Technologies Ltd
N/A—156,551-156,551-100%$14.1M———
California Public Employees Retirement System
N/A—155,319-155,319-100%$14.0M———
New York State Common Retirement Fund
N/A—150,273-150,273-100%$13.6M———
Public Sector Pension Investment Board
N/A—140,952-140,952-100%$12.7M———
Neuberger Berman Group LLC
N/A—137,365-137,365-100%$12.4M———
Canada Pension Plan Investment Board
N/A—135,600-135,600-100%$12.2M———
Deutsche Bank Ag\
N/A—132,705-132,705-100%$12.0M———
Peregrine Capital Management LLC
N/A—132,691-132,691-100%$12.0M———
Castleark Management LLC
N/A—127,770-127,770-100%$11.5M———
Ameriprise Financial Inc
N/A—125,882-125,882-100%$11.4M———
Axiom Investors LLC
N/A—120,911-120,911-100%$10.9M———
Capital Fund Management S.A.
N/A—119,832-119,832-100%$10.8M———
Legal & General Group Plc
N/A—118,522-118,522-100%$10.7M———
Ensign Peak Advisors, Inc
N/A—117,281-117,281-100%$10.6M———
Wealthspire Advisors, LLC
N/A—111,986-111,986-100%$10.1M———
Mariner, LLC
N/A—108,898-108,898-100%$9.8M———
Bessemer Group Inc
N/A—108,688-108,688-100%$9.8M———
State of Wisconsin Investment Board
N/A—102,875-102,875-100%$9.3M———
California State Teachers Retirement System
N/A—97,794-97,794-100%$8.8M———
Granahan Investment Management, LLC
N/A—97,318-97,318-100%$8.8M———
Renaissance Group LLC
N/A—96,839-96,839-100%$8.7M———
Voya Investment Management LLC
N/A—94,631-94,631-100%$8.5M———
Amundi
N/A—90,327-90,327-100%$8.2M———
Victory Capital Management Inc
N/A—89,467-89,467-100%$8.1M———
Portolan Capital Management, LLC
N/A—89,274-89,274-100%$8.1M———
MetLife Investment Management, LLC
N/A—88,645-88,645-100%$8.0M———
Marshall Wace, LLP
N/A—83,056-83,056-100%$7.5M———
Vanguard Asset Management, Ltd
N/A—81,944-81,944-100%$7.4M———
Nordea Investment Management AB
N/A—81,684-81,684-100%$7.2M———
Manufacturers Life Insurance Company, the
N/A—80,893-80,893-100%$7.3M———
King Luther Capital Management Corp
N/A—80,674-80,674-100%$7.3M———
Adage Capital Partners GP, L.L.C.
N/A—76,000-76,000-100%$6.9M———
Waverly Advisors, LLC
N/A—73,569-73,569-100%$6.6M———
Beacon Investment Advisors LLC
N/A—71,799-71,799-100%$6.5M———
Man Group plc
N/A—67,560-67,560-100%$6.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—67,512-67,512-100%$6.1M———
Hilton Capital Management, LLC
N/A—64,850-64,850-100%$5.9M———
Madison Asset Management, LLC
N/A—60,491-60,491-100%$5.5M———
Future Fund LLC
N/A—60,154-60,154-100%$5.4M———
Elk River Wealth Management LLC
N/A—57,389-57,389-100%$5.2M———
Teachers Retirement System of the State of Kentucky
N/A—54,531-54,531-100%$4.9M———
Pier Capital, LLC
N/A—53,230-53,230-100%$4.8M———
Bridger Management, LLC
N/A—51,616-51,616-100%$4.7M———
1492 Capital Management LLC
N/A—51,501-51,501-100%$4.7M———
Winton Group Ltd
N/A—51,336-51,336-100%$4.6M———
XTX Topco Ltd
N/A—49,328-49,328-100%$4.5M———
Canada Life Assurance Co
N/A—49,079-49,079-100%$4.4M———
Quantinno Capital Management LP
N/A—48,587-48,587-100%$4.4M———
HighTower Advisors, LLC
N/A—47,414-47,414-100%$4.3M———
Montanaro Asset Management Ltd
N/A—47,400-47,400-100%$4.3M———
BNP Paribas Asset Management Holding S.A.
N/A—45,813-45,813-100%$4.1M———
Captrust Financial Advisors
N/A—45,312-45,312-100%$4.1M———
HSBC Holdings PLC
N/A—43,615-43,615-100%$3.9M———
First Trust Advisors LP
N/A—43,609-43,609-100%$3.9M———
BNP Paribas Financial Markets
N/A—43,383-43,383-100%$3.9M———
Cerity Partners LLC
N/A—42,335-42,335-100%$3.8M———
Tidal Investments LLC
N/A—42,235-42,235-100%$3.8M———
EFG International AG
N/A—41,028-41,028-100%$3.7M———
Ameritas Investment Partners, Inc.
N/A—40,504-40,504-100%$3.7M———
Homestead Advisers Corp
N/A—40,200-40,200-100%$3.6M———
Oxbow Advisors, LLC
N/A—37,990-37,990-100%$3.4M———
Faithward Advisors, LLC
N/A—37,045-37,045-100%$3.3M———
LOS Angeles Capital Management LLC
N/A—36,846-36,846-100%$3.3M———
Pathstone Holdings, LLC
N/A—36,497-36,497-100%$3.3M———
Natixis Advisors, LLC
N/A—36,492-36,492-100%$3.3M———
Barclays PLC
N/A—36,443-36,443-100%$3.3M———
Handelsbanken Fonder AB
N/A—36,316-36,316-100%$3.3K———
Entropy Technologies, LP
N/A—36,184-36,184-100%$3.3M———
State of Tennessee, Department of Treasury
N/A—35,571-35,571-100%$3.2M———
Advisory Research Inc
N/A—35,026-35,026-100%$3.2M———
Formula Growth LTD
N/A—34,417-34,417-100%$3.1M———
Vanguard Global Advisers, LLC
N/A—32,966-32,966-100%$3.0M———
Aureus Asset Management, LLC
N/A—31,670-31,670-100%$2.9M———
IEQ Capital, LLC
N/A—31,528-31,528-100%$2.8M———
Cetera Investment Advisers
N/A—30,526-30,526-100%$2.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—30,496-30,496-100%$2.8M———
Maridea Wealth Management LLC
N/A—30,479-30,479-100%$2.8M———
KLP Kapitalforvaltning AS
N/A—30,300-30,300-100%$2.7M———
One Capital Management, LLC
N/A—29,923-29,923-100%$2.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—29,788-29,788-100%$2.7M———
Mercer Global Advisors Inc
N/A—28,886-28,886-100%$2.6M———
Steward Partners Investment Advisory, LLC
N/A—28,761-28,761-100%$2.6M———
Paralel Advisors LLC
N/A—27,661-27,661-100%$2.5M———
Baird Financial Group, Inc.
N/A—26,198-26,198-100%$2.4M———
Intech Investment Management LLC
N/A—25,356-25,356-100%$2.3M———
Police & Firemen's Retirement System of New Jersey
N/A—25,032-25,032-100%$2.3M———
Expect Equity LLC
N/A—24,200-24,200-100%$2.2M———
Fifth Third Bancorp
N/A—23,173-23,173-100%$2.1M———
Gotham Asset Management, LLC
N/A—22,545-22,545-100%$2.0M———
Jones Financial Companies Lllp
N/A—22,494-22,494-100%$2.0M———
Prudential Financial Inc
N/A—22,390-22,390-100%$2.0M———
Dark Forest Capital Management LP
N/A—22,192-22,192-100%$2.0M———
LPL Financial LLC
N/A—21,918-21,918-100%$2.0M———
Vanguard Investments Australia, Ltd.
N/A—21,864-21,864-100%$2.0M———
New Age Alpha Advisors, LLC
N/A—21,773-21,773-100%$2.0M———
M&T Bank Corp
N/A—21,344-21,344-100%$1.9M———
Campbell & Co Investment Adviser LLC
N/A—20,767-20,767-100%$1.9M———
Stifel Financial Corp
N/A—20,573-20,573-100%$1.9M———
D. E. Shaw & Co., Inc.
N/A—20,431-20,431-100%$1.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—20,332-20,332-100%$1.8M———
Twinbeech Capital LP
N/A—20,182-20,182-100%$1.8M———
State Board of Administration of Florida Retirement System
N/A—19,063-19,063-100%$1.7M———
Northwestern Mutual Investment Management Company, LLC
N/A—19,003-19,003-100%$1.7M———
Thrivent Financial for Lutherans
N/A—18,759-18,759-100%$1.7M———
Susquehanna International Group, LLP
N/A—18,350-18,350-100%$1.7M———
Elo Mutual Pension Insurance Co
N/A—18,189-18,189-100%$1.6M———
NewEdge Advisors, LLC
N/A—17,474-17,474-100%$1.6M———
New Mexico Educational Retirement Board
N/A—17,300-17,300-100%$1.6M———
Teacher Retirement System of Texas
N/A—17,258-17,258-100%$1.6M———
Sumitomo Life Insurance Co
N/A—17,142-17,142-100%$1.5M———
Rockefeller Capital Management L.P.
N/A—16,778-16,778-100%$1.5M———
SG Americas Securities, LLC
N/A—16,750-16,750-100%$1.5M———
Allstate Corp
N/A—16,314-16,314-100%$1.5M———
Shay Capital LLC
N/A—16,000-16,000-100%$1.4M———
Bank of Montreal
N/A—15,135-15,135-100%$1.4M———
US Bancorp \de\
N/A—15,131-15,131-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—14,949-14,949-100%$1.4M———
PNC Financial Services Group, Inc.
N/A—14,513-14,513-100%$1.3M———
Benjamin Edwards Inc
N/A—14,233-14,233-100%$1.3M———
Hancock Whitney Corp
N/A—13,984-13,984-100%$1.3M———
Vanguard Personalized Indexing Management, LLC
N/A—13,933-13,933-100%$1.3M———
Mirova
N/A—12,875-12,875-100%$1.2M———
Focus Partners Wealth
N/A—12,458-12,458-100%$1.1M———
Tower Research Capital LLC (TRC)
N/A—11,839-11,839-100%$1.1M———
Amica Mutual Insurance Co
N/A—11,805-11,805-100%$1.1M———
Two Sigma Securities, LLC
N/A—11,311-11,311-100%$1.0M———
Guggenheim Capital LLC
N/A—10,927-10,927-100%$986.9K———
Pinnacle Financial Partners, Inc.
N/A—9,964-9,964-100%$899.9K———
Institute for Wealth Management, Llc.
N/A—9,842-9,842-100%$888.9K———
Brevan Howard Capital Management LP
N/A—9,842-9,842-100%$888.9K———
Pacer Advisors, Inc.
N/A—9,729-9,729-100%$879.0K———
Osaic Holdings, Inc.
N/A—9,108-9,108-100%$822.5K———
&partners
N/A—8,952-8,952-100%$809.1K———
Mitsubishi UFJ Trust & Banking Corp
N/A—8,817-8,817-100%$796.4K———
HC Advisors, LLC
N/A—8,690-8,690-100%$784.9K———
Rothschild Investment LLC
N/A—8,467-8,467-100%$764.7K———
Public Employees Retirement Association of Colorado
N/A—8,231-8,231-100%$743.0K———
Acadian Asset Management LLC
N/A—8,212-8,212-100%$740.0K———
Graham Capital Management, L.P.
N/A—8,184-8,184-100%$739.2K———
Callan Family Office, LLC
N/A—7,954-7,954-100%$718.4K———
Stansberry Asset Management, LLC
N/A—7,704-7,704-100%$695.8K———
Steadtrust LLC
N/A—7,520-7,520-100%$679.2K———
Mangrove Partners IM, LLC
N/A—7,395-7,395-100%$667.9K———
Merit Financial Group, LLC
N/A—7,350-7,350-100%$663.9K———
Commerce Bank
N/A—7,003-7,003-100%$632.5K———
BTC Capital Management, Inc.
N/A—6,951-6,951-100%$638.7K———
Stephens Inc
N/A—6,911-6,911-100%$624.2K———
Freestone Grove Partners LP
N/A—6,892-6,892-100%$622.5K———
Quantbot Technologies LP
N/A—6,827-6,827-100%$616.6K———
Sanctuary Advisors, LLC
N/A—6,695-6,695-100%$604.7K———
CSS LLC
N/A—6,630-6,630-100%$598.8K———
Level Four Advisory Services, LLC
N/A—6,556-6,556-100%$592.1K———
Federated Hermes, Inc.
N/A—6,527-6,527-100%$589.5K———
Janney Montgomery Scott LLC
N/A—6,300-6,300-100%$569.0K———
Securian Asset Management, Inc
N/A—6,266-6,266-100%$612.0K———
Federation des caisses Desjardins du Quebec
N/A—6,022-6,022-100%$543.9K———
Nicolet Bankshares Inc
N/A—6,012-6,012-100%$580.6K———
Blackstone Inc.
N/A—5,974-5,974-100%$539.6K———
Sivia Capital Partners, LLC
N/A—5,964-5,964-100%$538.7K———
Aristeia Capital, L.L.C.
N/A—5,722-5,722-100%$516.8K———
Zions Bancorporation, National Association
N/A—5,669-5,669-100%$512.0K———
Hantz Financial Services, Inc.
N/A—5,664-5,664-100%$512.0K———
EP Wealth Advisors, LLC
N/A—5,649-5,649-100%$510.2K———
Jane Street Group, LLC
N/A—5,614-5,614-100%$507.1K———
Caxton Associates LLP
N/A—5,321-5,321-100%$480.6K———
Engineers Gate Manager LP
N/A—5,271-5,271-100%$476.1K———
AE Wealth Management LLC
N/A—5,247-5,247-100%$473.9K———
Summitry LLC
N/A—5,159-5,159-100%$466.0K———
Mutual Advisors, LLC
N/A—5,096-5,096-100%$460.3K———
Keebeck Wealth Management
N/A—5,061-5,061-100%$457.1K———
Van Hulzen Asset Management, LLC
N/A—5,000-5,000-100%$451.6K———
MAI Capital Management
N/A—4,932-4,932-100%$445.5K———
Mattson Financial Services, LLC
N/A—4,901-4,901-100%$483.7K———
Grandeur Peak Global Advisors, LLC
N/A—4,875-4,875-100%$440.3K———
Fiduciary Trust Co
N/A—4,645-4,645-100%$419.5K———
Arax Advisory Partners
N/A—4,376-4,376-100%$395.3K———
Iron Gate Global Advisors LLC
N/A—4,358-4,358-100%$393.6K———
Fieldview Capital Management, LLC
N/A—4,280-4,280-100%$386.6K———
Blueshift Asset Management, LLC
N/A—4,219-4,219-100%$381.1K———
Ares Systematic Credit Ltd
N/A—4,100-4,100-100%$370.3K———
CIM Investment Management Inc
N/A—4,007-4,007-100%$361.9K———
O'shaughnessy Asset Management, LLC
N/A—3,889-3,889-100%$351.3K———
Numerai GP LLC
N/A—3,881-3,881-100%$350.5K———
Vinva Investment Management Ltd
N/A—3,824-3,824-100%$488.0K———
DnB Asset Management AS
N/A—3,720-3,720-100%$336.0K———
NewEdge Wealth, LLC
N/A—3,593-3,593-100%$324.5K———
Vestcor Inc
N/A—3,377-3,377-100%$305.0K———
Global Retirement Partners, LLC
N/A—3,373-3,373-100%$304.6K———
Orion Porfolio Solutions, LLC
N/A—3,285-3,285-100%$296.7K———
MML Investors Services, LLC
N/A—3,280-3,280-100%$296.3K———
Cresset Asset Management, LLC
N/A—3,257-3,257-100%$294.2K———
Nykredit A/S
N/A—3,211-3,211-100%$290.0K———
Ritholtz Wealth Management
N/A—3,173-3,173-100%$286.6K———
Bull Harbor Capital LLC
N/A—3,089-3,089-100%$279.0K———
Shelton Capital Management
N/A—2,766-2,766-100%$249.8K———
West Family Investments, Inc.
N/A—2,708-2,708-100%$244.6K———
Private Advisory Group LLC
N/A—2,594-2,594-100%$234.3K———
Keating Financial Advisory Services, Inc.
N/A—2,592-2,592-100%$234.1K———
Natixis
N/A—2,589-2,589-100%$233.8K———
Holocene Advisors, LP
N/A—2,563-2,563-100%$231.5K———
Polar Capital Holdings Plc
N/A—2,515-2,515-100%$227.2K———
Allworth Financial LP
N/A—2,464-2,464-100%$222.5K———
Estate Planners Group, LLC
N/A—2,347-2,347-100%$212.0K———
Focus Partners Advisor Solutions, LLC
N/A—2,338-2,338-100%$211.2K———
Blair William & Co
N/A—2,315-2,315-100%$209.1K———
Vident Advisory, LLC
N/A—2,230-2,230-100%$201.4K———
Edgestream Partners, L.P.
N/A—2,220-2,220-100%$200.5K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—2,164-2,164-100%$195.5K———
Bartlett & Co. Wealth Management LLC
N/A—1,643-1,643-100%$148.4K———
Aviso Financial Inc.
N/A—1,588-1,588-100%$143.4K———
Eurizon Capital SGR S.p.A.
N/A—1,368-1,368-100%$120.2K———
UMB Bank, n.a.
N/A—1,123-1,123-100%$101.4K———
Employees Retirement System of Texas
N/A—727-727-100%$66.0K———
Optiver Holding B.V.
N/A—554-554-100%$50.0K———
Kemnay Advisory Services Inc.
N/A—437-437-100%$39.5K———
Smartleaf Asset Management LLC
N/A—430-430-100%$37.8K———
Public Employees Retirement System of Ohio
N/A—430-430-100%$38.8K———
Silvant Capital Management LLC
N/A—385-385-100%$34.8K———
Clearstead Advisors, LLC
N/A—381-381-100%$34.4K———
BFC Planning, Inc.
N/A—303-303-100%$27.4K———
Huntington National Bank
N/A—302-302-100%$27.3K———
Flputnam Investment Management Co
N/A—267-267-100%$24.1K———
Whittier Trust Co of Nevada Inc
N/A—252-252-100%$24.4K———
Basecamp Wealth Advisors LLC
N/A—211-211-100%$19.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—103-103-100%$9.3K———
Northwestern Mutual Wealth Management Co
N/A—94-94-100%$8.5K———
CVA Family Office, LLC
N/A—90-90-100%$8.1K———
Accent Capital Management, LLC
N/A—80-80-100%$7.2K———
Continuum Advisory, LLC
N/A—73-73-100%$6.6K———
Fiduciary Financial Advisors
N/A—62-62-100%$5.3K———
Greykasell Wealth Strategies, Inc.
N/A—55-55-100%$5.0K———
Bogart Wealth, LLC
N/A—53-53-100%$4.8K———
Sachetta, LLC
N/A—52-52-100%$4.7K———
Cornerstone Financial Management LLC
N/A—50-50-100%$4.5K———
Central Trust Co
N/A—49-49-100%$4.4K———
Clearstead Trust, LLC
N/A—38-38-100%$3.4K———
Bayban
N/A—29-29-100%$2.6K———
Brown Brothers Harriman & Co
N/A—16-16-100%$1.4K———
Rialto Wealth Management, LLC
N/A—16-16-100%$1.4K———
SHP Wealth Management
N/A—12-12-100%$1.1K———
JPL Wealth Management, LLC
N/A—12-12-100%$1.1K———
Dunhill Financial, LLC
N/A—11-11-100%$993———
HFM Investment Advisors, LLC
N/A—9-9-100%$813———
Quarry LP
N/A—9-9-100%$813———
SouthState Bank Corp
N/A—7-7-100%$633———
LRI Investments, LLC
N/A—4-4-100%$361———
Investors Portfolio Services LLC
N/A—4-4-100%$361———
Atlantic Union Bankshares Corp
N/A—2-2-100%$181———
Raffa Wealth Management, LLC
N/A—1-1-100%$90———
Showing 531 of 531 institutions