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Heico Corp (HEI/A)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
DECREASED
Shares7,110,643 from 7,707,811
Change-597,168 (-8%)
Value$1.6B (-$364.4M)
Filed 2026-11-02
Geode Capital Management, LLC
DECREASED
Shares1,334,943 from 1,426,925
Change-91,982 (-6%)
Value$303.9M (-$63.1M)
Filed 2026-11-06
Local Pensions Partnership Investment Ltd
INCREASED
Shares1,255,970 from 1,242,970
Change+13,000 (+1%)
Value$287.2M (-$33.3M)
Filed 2026-10-26
Schwartz Investment Counsel Inc
UNCHANGED
Shares443,590 from 443,590
Change0 (0%)
Value$101.3M (-$13.1M)
Filed 2026-10-26
Fenimore Asset Management Inc
DECREASED
Shares420,436 from 433,480
Change-13,044 (-3%)
Value$96.0M (-$15.8M)
Filed 2026-10-08
Markel Group Inc.
UNCHANGED
Shares379,644 from 379,644
Change0 (0%)
Value$86.7M (-$11.2M)
Filed 2026-10-30
Amundi
INCREASED
Shares372,292 from 171,858
Change+200,434 (+117%)
Value$85.0M (+$40.7M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares327,982 from 327,074
Change+908 (+0%)
Value$74.9M (-$9.4M)
Filed 2026-11-04
Fiera Capital Corp
DECREASED
Shares264,737 from 291,395
Change-26,658 (-9%)
Value$60.4M (-$14.7M)
Filed 2026-11-06
Rothschild & Co Wealth Management UK Ltd
NEW
Shares237,578
Change+237,578
Value$54.2M
Filed 2026-10-20
Bank of New York Mellon Corp
DECREASED
Shares199,669 from 201,076
Change-1,407 (-1%)
Value$45.6M (-$6.3M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares186,454 from 109,972
Change+76,482 (+70%)
Value$42.6M (+$14.2M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares148,916 from 153,314
Change-4,398 (-3%)
Value$34.0M (-$5.5M)
Filed 2026-10-29
Conestoga Capital Advisors, LLC
DECREASED
Shares116,759 from 134,747
Change-17,988 (-13%)
Value$26.7M (-$8.1M)
Filed 2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares106,191 from 97,315
Change+8,876 (+9%)
Value$24.2M (-$851.9K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares96,728 from 88,556
Change+8,172 (+9%)
Value$22.1M (-$753.6K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares92,263 from 42,840
Change+49,423 (+115%)
Value$21.1M (+$10.0M)
Filed 2026-11-04
Strs Ohio
INCREASED
Shares91,348 from 74,266
Change+17,082 (+23%)
Value$20.9M (+$1.7M)
Filed 2026-10-30
Crown Oak Advisors, LLC
INCREASED
Shares88,053 from 87,628
Change+425 (+0%)
Value$20.1M (-$2.5M)
Filed 2026-10-16
Russell Investments Group, Ltd.
DECREASED
Shares80,771 from 89,096
Change-8,325 (-9%)
Value$18.4M (-$4.5M)
Filed 2026-11-06
Vantage Investment Partners, LLC
DECREASED
Shares73,245 from 77,261
Change-4,016 (-5%)
Value$16.7M (-$3.2M)
Filed 2026-10-27
Swedbank AB
DECREASED
Shares72,900 from 75,100
Change-2,200 (-3%)
Value$16.6M (-$2.7M)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED
Shares69,907 from 149,139
Change-79,232 (-53%)
Value$16.1M (-$22.9M)
Filed 2026-11-04
Kinsale Capital Group, Inc.
INCREASED
Shares62,716 from 51,557
Change+11,159 (+22%)
Value$14.3M (+$1.0M)
Filed 2026-11-04
Barclays PLC
DECREASED
Shares59,226 from 101,370
Change-42,144 (-42%)
Value$13.5M (-$12.6M)
Filed 2026-11-06
Brooklands Fund Management Ltd
NEW
Shares48,566
Change+48,566
Value$11.1M
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares43,060 from 45,310
Change-2,250 (-5%)
Value$9.8M (-$1.9M)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares38,002 from 37,682
Change+320 (+1%)
Value$8.7M (-$1.0M)
Filed 2026-10-30
Pictet Asset Management Holding SA
DECREASED
Shares33,404 from 34,759
Change-1,355 (-4%)
Value$7.6M (-$1.3M)
Filed 2026-11-03
Generali Asset Management SPA SGR
INCREASED
Shares33,325 from 30,746
Change+2,579 (+8%)
Value$7.6M (-$320.6K)
Filed 2026-10-26
Hingham Institution for Savings
INCREASED
Shares32,500 from 26,500
Change+6,000 (+23%)
Value$7.4M (+$586.1K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares30,348 from 24,193
Change+6,155 (+25%)
Value$6.9M (+$689.7K)
Filed 2026-11-06
IPG Investment Advisors LLC
DECREASED
Shares29,967 from 30,489
Change-522 (-2%)
Value$6.8M (-$1.0M)
Filed 2026-10-30
Natixis
DECREASED
Shares29,498 from 117,073
Change-87,575 (-75%)
Value$6.7M (-$23.5M)
Filed 2026-11-06
Asset Management One Co., Ltd.
DECREASED
Shares28,282 from 28,671
Change-389 (-1%)
Value$6.5M (-$936.9K)
Filed 2026-10-27
Kornitzer Capital Management Inc
UNCHANGED
Shares26,600 from 26,600
Change0 (0%)
Value$6.1M (-$786.8K)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
DECREASED
Shares25,454 from 25,945
Change-491 (-2%)
Value$5.8M (-$879.6K)
Filed 2026-11-05
GPM Growth Investors, Inc.
DECREASED
Shares23,443 from 23,761
Change-318 (-1%)
Value$5.4M (-$775.5K)
Filed 2026-10-30
HB Wealth Management, LLC
DECREASED
Shares23,392 from 26,257
Change-2,865 (-11%)
Value$5.3M (-$1.4M)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares22,518 from 20,499
Change+2,019 (+10%)
Value$5.1M (-$145.4K)
Filed 2026-10-21
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares21,789 from 21,789
Change0 (0%)
Value$5.0K (-$5.6M)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares21,691 from 21,712
Change-21 (0%)
Value$5.0M (-$647.0K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares21,599 from 21,527
Change+72 (+0%)
Value$4.9M (-$620.3K)
Filed 2026-10-30
Savant Capital, LLC
INCREASED
Shares21,197 from 18,618
Change+2,579 (+14%)
Value$4.8M (+$32.9K)
Filed 2026-11-06
Arizona State Retirement System
DECREASED
Shares20,771 from 21,771
Change-1,000 (-5%)
Value$4.7M (-$872.3K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares18,836 from 19,149
Change-313 (-2%)
Value$4.3M (-$638.0K)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares16,983 from 11,403
Change+5,580 (+49%)
Value$3.9M (+$936.8K)
Filed 2026-11-03
Xponance LLC
INCREASED
Shares16,967 from 16,906
Change+61 (+0%)
Value$3.9M (-$486.2K)
Filed 2026-11-03
SEB Asset Management AB
INCREASED
Shares16,700 from 15,569
Change+1,131 (+7%)
Value$3.8M (-$202.3K)
Filed 2026-11-04
Mutual of America Capital Management LLC
DECREASED
Shares16,091 from 16,251
Change-160 (-1%)
Value$3.7M (-$517.2K)
Filed 2026-10-23
TrueWealth Advisors, LLC
UNCHANGED
Shares15,232 from 15,232
Change0 (0%)
Value$3.5M (-$450.6K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares15,122 from 11,069
Change+4,053 (+37%)
Value$3.1M (+$302.5K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares14,675 from 29,361
Change-14,686 (-50%)
Value$3.4M (-$4.2M)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares14,307 from 13,451
Change+856 (+6%)
Value$3.3M (-$202.5K)
Filed 2026-11-03
Azzad Asset Management Inc
DECREASED
Shares13,675 from 17,681
Change-4,006 (-23%)
Value$3.1M (-$1.4M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares12,586
Change+12,586
Value$2.9M
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares12,566 from 12,312
Change+254 (+2%)
Value$2.9M (-$306.0K)
Filed 2026-10-15
DekaBank Deutsche Girozentrale
INCREASED
Shares12,024 from 10,243
Change+1,781 (+17%)
Value$2.8K (+$672)
Filed 2026-10-27
Eurizon Capital SGR S.p.A.
DECREASED
Shares11,790 from 12,237
Change-447 (-4%)
Value$2.7M (-$459.8K)
Filed 2026-11-06
Triad Investment Management
DECREASED
Shares11,658 from 11,702
Change-44 (0%)
Value$2.7M (-$356.2K)
Filed 2026-10-13
Transmarket Holdings LP
NEW
Shares11,571
Change+11,571
Value$2.6M
Filed 2026-10-27
Third View Private Wealth, LLC
DECREASED
Shares10,903 from 12,703
Change-1,800 (-14%)
Value$2.5M (-$786.7K)
Filed 2026-10-30
Nykredit A/S
INCREASED
Shares10,447 from 8,090
Change+2,357 (+29%)
Value$2.4M (+$298.9K)
Filed 2026-11-06
Argent Capital Management LLC
DECREASED
Shares10,359 from 10,654
Change-295 (-3%)
Value$2.4M (-$382.5K)
Filed 2026-10-05
Oppenheimer Asset Management Inc.
INCREASED
Shares9,799 from 9,341
Change+458 (+5%)
Value$2.2M (-$171.7K)
Filed 2026-10-27
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares9,165 from 8,565
Change+600 (+7%)
Value$2.1M (-$116.4K)
Filed 2026-10-14
Ritholtz Wealth Management
INCREASED
Shares9,069 from 8,973
Change+96 (+1%)
Value$2.1M (-$243.5K)
Filed 2026-11-05
Wasatch Advisors LP
DECREASED
Shares8,986 from 17,782
Change-8,796 (-49%)
Value$2.1M (-$2.5M)
Filed 2026-10-13
Candriam S.C.A.
INCREASED
Shares8,875 from 7,264
Change+1,611 (+22%)
Value$2.0M (+$162.2K)
Filed 2026-11-03
ABN Amro Investment Solutions
INCREASED
Shares8,799 from 7,008
Change+1,791 (+26%)
Value$2.0M (+$201.6K)
Filed 2026-10-21
IFM Investors Pty Ltd
DECREASED
Shares8,272 from 9,003
Change-731 (-8%)
Value$1.9M (-$433.2K)
Filed 2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
UNCHANGED
Shares8,190 from 8,190
Change0 (0%)
Value$1.9M (-$242.3K)
Filed 2026-10-19
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares8,144 from 8,344
Change-200 (-2%)
Value$1.9M (-$292.5K)
Filed 2026-10-30
Washington Trust Co
DECREASED
Shares8,058 from 8,078
Change-20 (0%)
Value$1.8M (-$243.5K)
Filed 2026-10-22
Thrivent Financial for Lutherans
DECREASED
Shares7,865 from 7,916
Change-51 (-1%)
Value$1.8K (-$2.0M)
Filed 2026-11-05
State of Alaska, Department of Revenue
UNCHANGED
Shares7,538 from 7,538
Change0 (0%)
Value$1.7K (-$1.9M)
Filed 2026-10-15
Daiwa Securities Group Inc.
INCREASED
Shares7,447 from 7,147
Change+300 (+4%)
Value$1.7M (-$142.9K)
Filed 2026-10-29
OP Asset Management Ltd
INCREASED
Shares7,404 from 7,172
Change+232 (+3%)
Value$1.7M (-$159.2K)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares7,192 from 10,069
Change-2,877 (-29%)
Value$1.6M (-$954.7K)
Filed 2026-10-15
PFS Partners, LLC
DECREASED
Shares6,770 from 8,074
Change-1,304 (-16%)
Value$1.5M (-$536.6K)
Filed 2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED
Shares6,707 from 6,707
Change0 (0%)
Value$1.5M (-$198.4K)
Filed 2026-10-20
Aberdeen Group plc
DECREASED
Shares6,645 from 7,510
Change-865 (-12%)
Value$1.5M (-$419.7K)
Filed 2026-11-06
ASR Vermogensbeheer N.V.
NEW
Shares6,481
Change+6,481
Value$1.5M
Filed 2026-10-16
Amalgamated Bank
DECREASED
Shares5,793 from 5,821
Change-28 (0%)
Value$1.3K (-$1.5M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares5,761 from 5,283
Change+478 (+9%)
Value$1.3M (-$47.1K)
Filed 2026-11-02
Gulf International Bank (UK) Ltd
UNCHANGED
Shares5,755 from 5,755
Change0 (0%)
Value$1.3K (-$1.5M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares5,304 from 4,048
Change+1,256 (+31%)
Value$1.2M (+$167.2K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares5,282 from 4,926
Change+356 (+7%)
Value$1.2M (-$64.3K)
Filed 2026-11-06
Soltis Investment Advisors LLC
INCREASED
Shares5,231 from 5,049
Change+182 (+4%)
Value$1.2M (-$107.7K)
Filed 2026-10-28
Praxis Investment Management Inc
DECREASED
Shares5,209 from 7,929
Change-2,720 (-34%)
Value$1.2K (-$2.0M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares5,065 from 4,919
Change+146 (+3%)
Value$1.2M (-$112.1K)
Filed 2026-11-05
Plato Investment Management Ltd
UNCHANGED
Shares4,832 from 4,832
Change0 (0%)
Value$1.1M (-$131.4K)
Filed 2026-11-05
Machina Capital S.A.S.
DECREASED
Shares4,592 from 9,187
Change-4,595 (-50%)
Value$1.0M (-$1.3M)
Filed 2026-11-05
Maryland State Retirement & Pension System
INCREASED
Shares4,554 from 4,266
Change+288 (+7%)
Value$1.0M (-$60.4K)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares4,485 from 3,569
Change+916 (+26%)
Value$1.0M (+$103.6K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares4,334 from 4,523
Change-189 (-4%)
Value$989.6K (-$176.9K)
Filed 2026-10-20
Svrn Asset Management, LLC
UNCHANGED
Shares4,290 from 4,290
Change0 (0%)
Value$979.5K (-$126.9K)
Filed 2026-11-02
First Citizens Bank & Trust Co
INCREASED
Shares4,228 from 834
Change+3,394 (+407%)
Value$965.4K (+$750.3K)
Filed 2026-10-14
Oath Planning, LLC
UNCHANGED
Shares4,206 from 4,206
Change0 (0%)
Value$960.4K (-$124.4K)
Filed 2026-10-20
Calamos Wealth Management LLC
DECREASED
Shares4,163 from 4,196
Change-33 (-1%)
Value$950.5K (-$131.7K)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares4,123 from 3,764
Change+359 (+10%)
Value$941.4K (-$29.3K)
Filed 2026-10-28
Keybank National Association
DECREASED
Shares4,050 from 4,232
Change-182 (-4%)
Value$924.7K (-$166.7K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares4,015 from 4,338
Change-323 (-7%)
Value$917 (-$1.1M)
Filed 2026-10-26
Wolverine Asset Management LLC
NEW
Shares4,000
Change+4,000
Value$913.3K
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares3,918 from 3,859
Change+59 (+2%)
Value$894.6K (-$100.7K)
Filed 2026-11-05
ICW Investment Advisors LLC
DECREASED
Shares3,826 from 3,980
Change-154 (-4%)
Value$873.6K (-$152.8K)
Filed 2026-10-27
Regions Financial Corp
DECREASED
Shares3,805 from 3,928
Change-123 (-3%)
Value$868.8K (-$144.3K)
Filed 2026-11-05
Sageworth Trust Co
DECREASED
Shares3,500 from 3,692
Change-192 (-5%)
Value$799.2K (-$153.0K)
Filed 2026-10-30
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares3,438 from 3,438
Change0 (0%)
Value$785.0K (-$101.7K)
Filed 2026-10-08
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares3,428 from 6,833
Change-3,405 (-50%)
Value$782.7K (-$979.6K)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares3,384 from 3,384
Change0 (0%)
Value$772.7K (-$100.1K)
Filed 2026-10-26
Perryman Financial Advisory Inc
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$742.1K (-$96.1K)
Filed 2026-10-16
Colonial River Investments, LLC
DECREASED
Shares3,207 from 3,392
Change-185 (-5%)
Value$732.3K (-$142.6K)
Filed 2026-10-19
Strategic Advisors LLC
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$726.1K (-$94.0K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares3,134 from 2,912
Change+222 (+8%)
Value$723.8K (-$37.3K)
Filed 2026-10-16
J. Safra Sarasin Holding AG
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$635.8K ($0)
Filed 2026-10-26
Everhart Financial Group, Inc.
INCREASED
Shares2,962 from 2,951
Change+11 (+0%)
Value$676.3K (-$84.8K)
Filed 2026-10-08
J2 Capital Management Inc
INCREASED
Shares2,944 from 2,930
Change+14 (+0%)
Value$672.3K (-$83.4K)
Filed 2026-10-19
Elevatus Welath Management
INCREASED
Shares2,917 from 2,636
Change+281 (+11%)
Value$666.2K (-$13.7K)
Filed 2026-10-19
Tortoise Investment Management, LLC
DECREASED
Shares2,909 from 2,919
Change-10 (0%)
Value$664.3K (-$88.6K)
Filed 2026-11-06
Marks Group Wealth Management, Inc
UNCHANGED
Shares2,853 from 2,853
Change0 (0%)
Value$651.4K (-$84.4K)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares2,808 from 2,887
Change-79 (-3%)
Value$641.2K (-$103.4K)
Filed 2026-10-28
Gibbs Wealth Management
DECREASED
Shares2,799 from 3,188
Change-389 (-12%)
Value$639.1K (-$183.1K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares2,760 from 2,751
Change+9 (+0%)
Value$638.4K (-$75.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares2,760 from 2,751
Change+9 (+0%)
Value$638.4K (-$75.2K)
Filed 2026-10-20
Legacy Wealth Asset Management, LLC
DECREASED
Shares2,692 from 2,777
Change-85 (-3%)
Value$614.7K (-$101.6K)
Filed 2026-10-09
UniSuper Management Pty Ltd
INCREASED
Shares2,595 from 1,795
Change+800 (+45%)
Value$592.5K (+$129.6K)
Filed 2026-10-26
Alps Advisors Inc
INCREASED
Shares2,552 from 2,274
Change+278 (+12%)
Value$582.7K (-$3.8K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
NEW
Shares2,514
Change+2,514
Value$574.0K
Filed 2026-10-13
Premier Path Wealth Partners, LLC
UNCHANGED
Shares2,477 from 2,477
Change0 (0%)
Value$565.5K (-$73.3K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares2,471 from 2,059
Change+412 (+20%)
Value$564.2K (+$33.2K)
Filed 2026-10-08
Private Wealth Group, LLC
UNCHANGED
Shares2,333 from 2,333
Change0 (0%)
Value$532.7K (-$69.0K)
Filed 2026-10-19
North Dakota State Investment Board
INCREASED
Shares2,309 from 2,230
Change+79 (+4%)
Value$527.2K (-$47.9K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
INCREASED
Shares2,299 from 1,597
Change+702 (+44%)
Value$524.9K (+$113.0K)
Filed 2026-10-21
Guardian Financial Partners, LLC
NEW
Shares2,179
Change+2,179
Value$497.5K
Filed 2026-11-04
AA Financial Advisors, LLC
INCREASED
Shares2,149 from 2,077
Change+72 (+3%)
Value$490.7K (-$45.0K)
Filed 2026-10-19
Crestwood Advisors Group, LLC
INCREASED
Shares2,138 from 2,081
Change+57 (+3%)
Value$488.2K (-$48.5K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares2,091 from 1,727
Change+364 (+21%)
Value$477.5K (+$32.2K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares1,987 from 1,999
Change-12 (-1%)
Value$453.7K (-$61.9K)
Filed 2026-10-26
Cynosure Group, LLC
UNCHANGED
Shares1,979 from 1,979
Change0 (0%)
Value$451.9K (-$58.5K)
Filed 2026-11-03
Malaga Cove Capital, LLC
INCREASED
Shares1,976 from 1,203
Change+773 (+64%)
Value$451.2K (+$140.9K)
Filed 2026-10-23
Oarsman Capital, Inc.
INCREASED
Shares1,962 from 1,141
Change+821 (+72%)
Value$448.0K (+$153.7K)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares1,923 from 7,217
Change-5,294 (-73%)
Value$439.1K (-$1.4M)
Filed 2026-10-30
Moody Aldrich Partners LLC
UNCHANGED
Shares1,877 from 1,877
Change0 (0%)
Value$428.6K (-$55.5K)
Filed 2026-10-27
E. Ohman J:or Asset Management AB
UNCHANGED
Shares1,828 from 1,828
Change0 (0%)
Value$417.4K (-$54.1K)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
DECREASED
Shares1,810 from 3,200
Change-1,390 (-43%)
Value$413.2K (-$412.2K)
Filed 2026-10-05
RKL Wealth Management LLC
INCREASED
Shares1,788 from 1,787
Change+1 (+0%)
Value$408.3K (-$52.7K)
Filed 2026-10-16
Financial Consulate, Inc
DECREASED
Shares1,769 from 1,923
Change-154 (-8%)
Value$403.9K (-$92.0K)
Filed 2026-10-23
Verdence Capital Advisors LLC
DECREASED
Shares1,742 from 4,807
Change-3,065 (-64%)
Value$397.8K (-$841.9K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,720 from 1,681
Change+39 (+2%)
Value$392.7K (-$40.8K)
Filed 2026-10-21
Garrison Bradford & Associates Inc
DECREASED
Shares1,625 from 1,825
Change-200 (-11%)
Value$371.0K (-$99.7K)
Filed 2026-10-27
Legacy Capital Wealth Partners, LLC
INCREASED
Shares1,625 from 1,620
Change+5 (+0%)
Value$371.0K (-$46.8K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
DECREASED
Shares1,614 from 1,692
Change-78 (-5%)
Value$356.8K (-$79.5K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
NEW
Shares1,556
Change+1,556
Value$352.8K
Filed 2026-10-27
KBC Group NV
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$341 (-$384.7K)
Filed 2026-10-22
Lido Advisors, LLC
NEW
Shares1,455
Change+1,455
Value$332.3K
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares1,438 from 1,434
Change+4 (+0%)
Value$328.3K (-$41.5K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,435 from 1,425
Change+10 (+1%)
Value$327.7K (-$39.9K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares1,378 from 1,073
Change+305 (+28%)
Value$304.6K (+$32.0K)
Filed 2026-10-09
Yousif Capital Management, LLC
INCREASED
Shares1,375 from 1,346
Change+29 (+2%)
Value$314.0K (-$33.2K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,371 from 1,713
Change-342 (-20%)
Value$313 (-$441.7K)
Filed 2026-11-02
Portside Wealth Group, LLC
DECREASED
Shares1,368 from 1,512
Change-144 (-10%)
Value$312.4K (-$77.6K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares1,317 from 1,302
Change+15 (+1%)
Value$314.4K (-$21.4K)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
INCREASED
Shares1,301 from 1,296
Change+5 (+0%)
Value$297 (-$333.7K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,296 from 1,269
Change+27 (+2%)
Value$295.9K (-$31.4K)
Filed 2026-10-27
Glenview Trust Co
INCREASED
Shares1,293 from 1,161
Change+132 (+11%)
Value$295.2K (-$4.2K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
INCREASED
Shares1,291 from 1,014
Change+277 (+27%)
Value$294.8K (+$33.3K)
Filed 2026-10-21
Aaron Wealth Advisors LLC
INCREASED
Shares1,225 from 901
Change+324 (+36%)
Value$279.7K (+$47.3K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares1,222 from 1,293
Change-71 (-5%)
Value$279.0K (-$54.3K)
Filed 2026-10-16
Journey Advisory Group, LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$278.3K (-$36.1K)
Filed 2026-11-04
Trust Point Inc.
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$278.1K (-$36.0K)
Filed 2026-10-27
Leonteq Securities AG
INCREASED
Shares1,198 from 1,163
Change+35 (+3%)
Value$273.5K (-$26.4K)
Filed 2026-10-29
S-Bank Fund Management Ltd
INCREASED
Shares1,154 from 1,099
Change+55 (+5%)
Value$263.5K (-$20.0K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares1,146
Change+1,146
Value$261.7K
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,112 from 1,055
Change+57 (+5%)
Value$253.9K (-$18.2K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
NEW
Shares1,100
Change+1,100
Value$251.2K
Filed 2026-11-03
Impact Capital Partners LLC
INCREASED
Shares1,098 from 1,086
Change+12 (+1%)
Value$250.7K (-$29.4K)
Filed 2026-10-22
Norden Group LLC
DECREASED
Shares1,078 from 1,191
Change-113 (-9%)
Value$246.1K (-$61.0K)
Filed 2026-10-20
Nations Financial Group Inc,
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$245.7K (-$31.8K)
Filed 2026-11-05
Bingham Private Wealth, LLC
NEW
Shares1,071
Change+1,071
Value$244.5K
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares1,047 from 1,057
Change-10 (-1%)
Value$239.1K (-$33.5K)
Filed 2026-10-21
Moneco Advisors, LLC
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$237.2K (-$30.7K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
NEW
Shares1,032
Change+1,032
Value$228.2K
Filed 2026-10-13
Old National Bancorp
INCREASED
Shares1,028 from 1,027
Change+1 (+0%)
Value$234.7K (-$30.2K)
Filed 2026-10-20
Citizens Financial Group Inc
NEW
Shares1,009
Change+1,009
Value$230.4K
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares999 from 946
Change+53 (+6%)
Value$257.6K (+$13.7K)
Filed 2026-11-06
Acima Private Wealth, LLC
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$227.0K (-$29.4K)
Filed 2026-10-05
Curated Wealth Partners LLC
NEW
Shares965
Change+965
Value$220.3K
Filed 2026-10-15
Element Pointe Advisors, LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$210.1K (-$27.2K)
Filed 2026-10-21
Krilogy Financial LLC
NEW
Shares913
Change+913
Value$203.5K
Filed 2026-10-13
PCG Asset Management, LLC
NEW
Shares905
Change+905
Value$206.6K
Filed 2026-11-05
Precedent Wealth Partners, LLC
NEW
Shares883
Change+883
Value$201.6K
Filed 2026-10-21
AMG National Trust Bank
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$201.6K (-$26.1K)
Filed 2026-11-05
Hilltop National Bank
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$187.9K (-$24.3K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares732 from 664
Change+68 (+10%)
Value$167.2K (-$4.1K)
Filed 2026-11-04
Versant Capital Management, Inc
INCREASED
Shares729 from 498
Change+231 (+46%)
Value$166.5K (+$38.0K)
Filed 2026-10-02
AlphaCore Capital LLC
INCREASED
Shares676 from 207
Change+469 (+227%)
Value$154.4K (+$101.0K)
Filed 2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED
Shares659 from 28,138
Change-27,479 (-98%)
Value$157.5K (-$7.0M)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares618 from 554
Change+64 (+12%)
Value$141.2K (-$1.7K)
Filed 2026-10-08
Grove Bank & Trust
INCREASED
Shares618 from 616
Change+2 (+0%)
Value$141.1K (-$17.8K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$132.4K (-$17.2K)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares570 from 1,714
Change-1,144 (-67%)
Value$129.9K (-$312.1K)
Filed 2026-11-06
Trust Co of Toledo NA
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$99.3K (-$12.9K)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares404 from 448
Change-44 (-10%)
Value$92.2K (-$23.3K)
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$93.0K (-$10.7K)
Filed 2026-10-16
UMB Bank, n.a.
INCREASED
Shares401 from 355
Change+46 (+13%)
Value$91.6K (+$2)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares383
Change+383
Value$87.5K
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$85.9K (-$11.1K)
Filed 2026-10-26
Mcdonald Partners LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$85.4K (-$11.1K)
Filed 2026-11-03
Steph & Co
DECREASED
Shares352 from 573
Change-221 (-39%)
Value$80.4K (-$67.4K)
Filed 2026-10-07
Birch Financial Group, LLC
NEW
Shares349
Change+349
Value$79.7K
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares341 from 340
Change+1 (+0%)
Value$77.8K (-$10.1K)
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares285 from 266
Change+19 (+7%)
Value$65.1K (-$3.5K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares280 from 362
Change-82 (-23%)
Value$63.9K (-$29.4K)
Filed 2026-10-16
MV Capital Management, Inc.
DECREASED
Shares248 from 258
Change-10 (-4%)
Value$56.6K (-$9.9K)
Filed 2026-10-29
Arlington Trust Co LLC
INCREASED
Shares231 from 154
Change+77 (+50%)
Value$52.7K (+$13.0K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares229 from 197
Change+32 (+16%)
Value$52.3K (+$1.6K)
Filed 2026-10-23
NBH Bank
INCREASED
Shares228 from 111
Change+117 (+105%)
Value$52.1K (+$23.4K)
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares217 from 146
Change+71 (+49%)
Value$49.5K (+$11.9K)
Filed 2026-10-13
Covestor Ltd
DECREASED
Shares198 from 263
Change-65 (-25%)
Value$45 (-$68.0K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares192 from 191
Change+1 (+1%)
Value$43.7K (-$5.6K)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares172 from 497
Change-325 (-65%)
Value$39.3K (-$88.9K)
Filed 2026-10-22
Central Trust Co
INCREASED
Shares171 from 169
Change+2 (+1%)
Value$39.1K (-$4.5K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares167 from 166
Change+1 (+1%)
Value$38.1K (-$4.7K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares164 from 169
Change-5 (-3%)
Value$37.4K (-$6.1K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares160 from 167
Change-7 (-4%)
Value$36.5K (-$6.5K)
Filed 2026-10-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$36.3K (-$4.7K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares144 from 118
Change+26 (+22%)
Value$32.9K (+$2.4K)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$26.4K (-$3.4K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$25.8K (-$3.3K)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$24 (-$3)
Filed 2026-10-27
Zions Bancorporation, National Association
DECREASED
Shares104 from 146
Change-42 (-29%)
Value$23.7K (-$13.9K)
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares103 from 96
Change+7 (+7%)
Value$23.5K (-$1.2K)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares102 from 49
Change+53 (+108%)
Value$23.3K (+$10.7K)
Filed 2026-10-27
Burkett Financial Services, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$22.6K (-$2.9K)
Filed 2026-10-01
Essential Partners LLC
INCREASED
Shares97 from 38
Change+59 (+155%)
Value$22.1K (+$12.3K)
Filed 2026-10-14
Salomon & Ludwin, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$21.7K (-$3.2K)
Filed 2026-10-29
Mather Group, Llc.
INCREASED
Shares89 from 87
Change+2 (+2%)
Value$20.2K (-$2.1K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$19.2K (-$2.5K)
Filed 2026-10-20
Private Wealth Management Group, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$16.2K (-$2.1K)
Filed 2026-10-19
Bokf, NA
DECREASED
Shares69 from 369
Change-300 (-81%)
Value$15.8K (-$79.4K)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares68
Change+68
Value$15.6K
Filed 2026-10-09
Trust Co of Vermont
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$15.1K (-$2.0K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
INCREASED
Shares65 from 60
Change+5 (+8%)
Value$14.8K (-$634)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares64 from 19
Change+45 (+237%)
Value$14.6K (+$9.7K)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares62
Change+62
Value$14.2K
Filed 2026-11-02
Carolina Wealth Advisors, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$13.9K (-$1.8K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$13.9K (-$1.8K)
Filed 2026-10-22
Elevation Wealth Partners, LLC
INCREASED
Shares55 from 20
Change+35 (+175%)
Value$12.6K (+$7.4K)
Filed 2026-10-07
Activest Wealth Management
INCREASED
Shares40 from 21
Change+19 (+90%)
Value$9.1K (+$3.7K)
Filed 2026-10-15
James T. Borello RIA
INCREASED
Shares39 from 13
Change+26 (+200%)
Value$8.9K (+$5.6K)
Filed 2026-10-16
Angeles Wealth Management, LLC
INCREASED
Shares38 from 33
Change+5 (+15%)
Value$8.7K (+$166)
Filed 2026-10-26
Blue Trust, Inc.
INCREASED
Shares36 from 21
Change+15 (+71%)
Value$8.2K (+$2.8K)
Filed 2026-10-15
First United Bank & Trust
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$8.0K (-$1.0K)
Filed 2026-10-22
William Mack & Associates, Inc.
NEW
Shares34
Change+34
Value$7.8K
Filed 2026-10-27
Cromwell Holdings LLC
INCREASED
Shares33 from 22
Change+11 (+50%)
Value$7.5K (+$1.9K)
Filed 2026-10-28
Bell Investment Advisors, Inc
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$7.3K (-$947)
Filed 2026-10-29
Elyxium Wealth, LLC
NEW
Shares31
Change+31
Value$7.1K
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares26 from 24
Change+2 (+8%)
Value$5.9K (-$253)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares24
Change+24
Value$5.5K
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$5.5K (-$710)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.3K (-$562)
Filed 2026-10-16
Toth Financial Advisory Corp
NEW
Shares16
Change+16
Value$3.7K
Filed 2026-10-08
SJS Investment Consulting Inc.
DECREASED
Shares15 from 23
Change-8 (-35%)
Value$3.4K (-$2.5K)
Filed 2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED
Shares15 from 12
Change+3 (+25%)
Value$3.4K (+$330)
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.4K (-$444)
Filed 2026-10-22
Hughes Financial Services, LLC
INCREASED
Shares14 from 12
Change+2 (+17%)
Value$3.4K (+$335)
Filed 2026-10-30
Clearstead Trust, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.2K (-$414)
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.0K (-$385)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.0K (-$383)
Filed 2026-10-28
Davis Capital Management
INCREASED
Shares12 from 3
Change+9 (+300%)
Value$2.7K (+$2.0K)
Filed 2026-10-08
Advocate Investing Services LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.7K (-$355)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
DECREASED
Shares11 from 89
Change-78 (-88%)
Value$2.5K (-$20.4K)
Filed 2026-10-29
Abound Wealth Management
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.6K (-$332)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.5K (-$325)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares9
Change+9
Value$2.1K
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares9
Change+9
Value$2.1K
Filed 2026-10-13
Entrust Financial LLC
NEW
Shares9
Change+9
Value$2.1K
Filed 2026-11-04
Planning Strategies Inc.
INCREASED
Shares8 from 7
Change+1 (+14%)
Value$1.8K (+$22)
Filed 2026-10-02
Ares Financial Consulting, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.6K (-$207)
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.4K (-$178)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares5
Change+5
Value$1.1K
Filed 2026-11-03
Creative Capital Management Investments LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$1.1K (+$110)
Filed 2026-10-28
Center for Financial Planning, Inc.
NEW
Shares4
Change+4
Value$913
Filed 2026-10-26
American Capital Advisory, LLC
DECREASED
Shares4 from 6
Change-2 (-33%)
Value$914 (-$634)
Filed 2026-10-28
DecisionPoint Financial, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$924 (-$123)
Filed 2026-10-27
Decker Retirement Planning Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$973 (-$126)
Filed 2026-10-19
Richardson Financial Services Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$913 (-$119)
Filed 2026-10-30
Addison Advisors LLC
NEW
Shares3
Change+3
Value$685
Filed 2026-11-06
Quaker Wealth Management, LLC
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$685 (+$427)
Filed 2026-10-22
Bare Financial Services, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$685 (-$89)
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$685 (-$89)
Filed 2026-10-13
Montgomery Financial Services LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$685 (-$89)
Filed 2026-11-03
Monetary Solutions, Ltd
NEW
Shares2
Change+2
Value$457
Filed 2026-10-22
Cape Investment Advisory, Inc.
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$457 (-$317)
Filed 2026-10-13
West Branch Capital LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$457 (-$59)
Filed 2026-10-20
Highline Wealth Partners LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$457 (-$59)
Filed 2026-10-19
Nemes Rush Group LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$457 (-$59)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares1
Change+1
Value$278
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$228 (-$30)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$229 (-$29)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$30
Filed 2026-11-02
ABC Arbitrage SA
CLOSED
Shares0 from 13,364
Change-13,364 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-23
Oak Thistle LLC
CLOSED
Shares0 from 5,246
Change-5,246 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Inscription Capital, LLC
CLOSED
Shares0 from 1,776
Change-1,776 (-100%)
Value$0 (-$458.0K)
Filed 2026-11-02
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 1,628
Change-1,628 (-100%)
Value$0 (-$419.9K)
Filed 2026-10-26
111 Capital
CLOSED
Shares0 from 1,203
Change-1,203 (-100%)
Value$0 (-$310.3K)
Filed 2026-11-03
Masterinvest Kapitalanlage GmbH
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$273.4K)
Filed 2026-11-03
Fulton Bank, N.A.
CLOSED
Shares0 from 1,046
Change-1,046 (-100%)
Value$0 (-$269.8K)
Filed 2026-10-14
Asset One Wealth Management LLC
CLOSED
Shares0 from 971
Change-971 (-100%)
Value$0 (-$245.9K)
Filed 2026-11-02
AIA Group Ltd
CLOSED
Shares0 from 941
Change-941 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-30
Marino, Stram & Associates LLC
CLOSED
Shares0 from 867
Change-867 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 852
Change-852 (-100%)
Value$0 (-$219.7K)
Filed 2026-11-02
R Squared Ltd
CLOSED
Shares0 from 842
Change-842 (-100%)
Value$0 (-$217.2K)
Filed 2026-11-06
Peak Financial Advisors LLC
CLOSED
Shares0 from 779
Change-779 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 413
Change-413 (-100%)
Value$0 (-$106.5K)
Filed 2026-10-15
FNY Investment Advisers, LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$26)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$24.0K)
Filed 2026-10-28
Atlatl Advisers LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$9.7K)
Filed 2026-11-02
West Paces Advisors Inc.
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-14
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-21
Whipplewood Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-20
CKW Financial Group
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$2)
Filed 2026-10-29
Avion Wealth
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Brooklyn FI, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$489)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$516)
Filed 2026-10-21
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$258)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$258)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 6,043,735
Change-6,043,735 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,794,908
Change-4,794,908 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,103,094
Change-4,103,094 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,959,217
Change-3,959,217 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,118,107
Change-2,118,107 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,857,897
Change-1,857,897 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,414,319
Change-1,414,319 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,376,894
Change-1,376,894 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,118,595
Change-1,118,595 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 1,053,756
Change-1,053,756 (-100%)
Value—
Maren Capital LLC
N/A
Shares— from 845,691
Change-845,691 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 804,484
Change-804,484 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 783,595
Change-783,595 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 782,006
Change-782,006 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 764,540
Change-764,540 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 753,152
Change-753,152 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 740,096
Change-740,096 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 735,248
Change-735,248 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 699,176
Change-699,176 (-100%)
Value—
Gobi Capital LLC
N/A
Shares— from 615,183
Change-615,183 (-100%)
Value—
Bamco Inc
N/A
Shares— from 562,662
Change-562,662 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 521,035
Change-521,035 (-100%)
Value—
Capital International Investors
N/A
Shares— from 509,338
Change-509,338 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 482,818
Change-482,818 (-100%)
Value—
XN LP
N/A
Shares— from 475,566
Change-475,566 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 469,740
Change-469,740 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 467,382
Change-467,382 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 438,559
Change-438,559 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 414,821
Change-414,821 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 391,580
Change-391,580 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 383,056
Change-383,056 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 356,855
Change-356,855 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 345,351
Change-345,351 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 279,604
Change-279,604 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 277,163
Change-277,163 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 273,833
Change-273,833 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 257,959
Change-257,959 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 257,550
Change-257,550 (-100%)
Value—
EFG International AG
N/A
Shares— from 256,767
Change-256,767 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 253,102
Change-253,102 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 252,059
Change-252,059 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 251,286
Change-251,286 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 245,819
Change-245,819 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 240,481
Change-240,481 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 237,761
Change-237,761 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 226,912
Change-226,912 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 220,241
Change-220,241 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 214,175
Change-214,175 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 205,928
Change-205,928 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 204,479
Change-204,479 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 203,330
Change-203,330 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 198,560
Change-198,560 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 198,191
Change-198,191 (-100%)
Value—
Silver Heights Capital Management Inc
N/A
Shares— from 196,891
Change-196,891 (-100%)
Value—
Deltroit Asset Management (UK) LLP
N/A
Shares— from 190,338
Change-190,338 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 189,604
Change-189,604 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 180,138
Change-180,138 (-100%)
Value—
UBS Group AG
N/A
Shares— from 179,838
Change-179,838 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 179,042
Change-179,042 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 177,481
Change-177,481 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 177,115
Change-177,115 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 176,343
Change-176,343 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 174,326
Change-174,326 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 170,629
Change-170,629 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 170,257
Change-170,257 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 162,466
Change-162,466 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 157,217
Change-157,217 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 155,407
Change-155,407 (-100%)
Value—
Vulcan Value Partners, LLC
N/A
Shares— from 153,718
Change-153,718 (-100%)
Value—
Snyder Capital Management L P
N/A
Shares— from 150,447
Change-150,447 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 146,067
Change-146,067 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 143,977
Change-143,977 (-100%)
Value—
Whitebox Advisors LLC
N/A
Shares— from 132,104
Change-132,104 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 129,824
Change-129,824 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 127,462
Change-127,462 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 122,965
Change-122,965 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 120,673
Change-120,673 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 116,449
Change-116,449 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 115,484
Change-115,484 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 100,231
Change-100,231 (-100%)
Value—
Advaya LLP
N/A
Shares— from 94,520
Change-94,520 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 94,364
Change-94,364 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 93,572
Change-93,572 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 91,696
Change-91,696 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 89,163
Change-89,163 (-100%)
Value—
Zeno Equity Partners LLP
N/A
Shares— from 88,085
Change-88,085 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 88,029
Change-88,029 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 86,292
Change-86,292 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 83,690
Change-83,690 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 81,849
Change-81,849 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 80,517
Change-80,517 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 80,503
Change-80,503 (-100%)
Value—
Lansing Management LP
N/A
Shares— from 80,375
Change-80,375 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 78,875
Change-78,875 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 78,684
Change-78,684 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 77,010
Change-77,010 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 72,294
Change-72,294 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 69,745
Change-69,745 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 69,375
Change-69,375 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 66,376
Change-66,376 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 65,942
Change-65,942 (-100%)
Value—
Aviva PLC
N/A
Shares— from 63,037
Change-63,037 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 62,585
Change-62,585 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 61,587
Change-61,587 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 60,138
Change-60,138 (-100%)
Value—
Riho Partners, LLC
N/A
Shares— from 55,055
Change-55,055 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 54,805
Change-54,805 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 53,957
Change-53,957 (-100%)
Value—
Catawba River Capital
N/A
Shares— from 53,356
Change-53,356 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 53,142
Change-53,142 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 52,632
Change-52,632 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 52,291
Change-52,291 (-100%)
Value—
Applied Fundamental Research, LLC
N/A
Shares— from 49,958
Change-49,958 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 47,297
Change-47,297 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 47,190
Change-47,190 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 45,504
Change-45,504 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 43,957
Change-43,957 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 41,876
Change-41,876 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 40,771
Change-40,771 (-100%)
Value—
Man Group plc
N/A
Shares— from 39,812
Change-39,812 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 39,668
Change-39,668 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 37,790
Change-37,790 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 37,680
Change-37,680 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 37,346
Change-37,346 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 35,906
Change-35,906 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 35,743
Change-35,743 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 35,722
Change-35,722 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 35,288
Change-35,288 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 34,287
Change-34,287 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 32,103
Change-32,103 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 30,603
Change-30,603 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 30,544
Change-30,544 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 29,760
Change-29,760 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 29,443
Change-29,443 (-100%)
Value—
Alpine Peaks Capital, LP
N/A
Shares— from 28,368
Change-28,368 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 26,478
Change-26,478 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 26,342
Change-26,342 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 26,246
Change-26,246 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 25,120
Change-25,120 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 24,983
Change-24,983 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 24,925
Change-24,925 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 24,161
Change-24,161 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 23,615
Change-23,615 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 23,100
Change-23,100 (-100%)
Value—
Prudential PLC
N/A
Shares— from 22,496
Change-22,496 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 21,699
Change-21,699 (-100%)
Value—
ING Groep NV
N/A
Shares— from 21,673
Change-21,673 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 21,361
Change-21,361 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,165
Change-21,165 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 20,362
Change-20,362 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 20,130
Change-20,130 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 20,056
Change-20,056 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 19,755
Change-19,755 (-100%)
Value—
Obion Capital Management LP
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 18,085
Change-18,085 (-100%)
Value—
&partners
N/A
Shares— from 17,357
Change-17,357 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,139
Change-17,139 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 16,034
Change-16,034 (-100%)
Value—
Mint Tower Capital Management B.V.
N/A
Shares— from 14,944
Change-14,944 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 14,892
Change-14,892 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 14,796
Change-14,796 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 13,154
Change-13,154 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,474
Change-12,474 (-100%)
Value—
Allstate Corp
N/A
Shares— from 12,040
Change-12,040 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 11,468
Change-11,468 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 11,376
Change-11,376 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,102
Change-11,102 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,653
Change-10,653 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 10,475
Change-10,475 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,322
Change-10,322 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 10,078
Change-10,078 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 9,937
Change-9,937 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 9,840
Change-9,840 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,824
Change-9,824 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,680
Change-9,680 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,634
Change-9,634 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,358
Change-9,358 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 8,666
Change-8,666 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 8,624
Change-8,624 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,447
Change-8,447 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
National Pension Service
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 7,745
Change-7,745 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 7,345
Change-7,345 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 7,309
Change-7,309 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,459
Change-6,459 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 6,144
Change-6,144 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 4,734
Change-4,734 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,267
Change-4,267 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,792
Change-3,792 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 886
Change-886 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 885
Change-885 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 873
Change-873 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 870
Change-870 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 847
Change-847 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 817
Change-817 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 810
Change-810 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 556
Change-556 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 530
Change-530 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
FIL Ltd
N/A
Shares— from 480
Change-480 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Ossiam
N/A
Shares— from 409
Change-409 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 387
Change-387 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 360
Change-360 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 300
Change-300 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 247
Change-247 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 245
Change-245 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 188
Change-188 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Quarry LP
N/A
Shares— from 185
Change-185 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 135
Change-135 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 92
Change-92 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 53
Change-53 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 50
Change-50 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 31
Change-31 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 19
Change-19 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 19
Change-19 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 17
Change-17 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 17
Change-17 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
S&T Bank
N/A
Shares— from 6
Change-6 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Principal Financial Group Inc
DECREASED7,110,6437,707,811-597,168-8%$2.0B$1.6B-$364.4M2026-11-02
Geode Capital Management, LLC
DECREASED1,334,9431,426,925-91,982-6%$367.0M$303.9M-$63.1M2026-11-06
Local Pensions Partnership Investment Ltd
INCREASED1,255,9701,242,970+13,000+1%$320.4M$287.2M-$33.3M2026-10-26
Schwartz Investment Counsel Inc
UNCHANGED443,590443,59000%$114.4M$101.3M-$13.1M2026-10-26
Fenimore Asset Management Inc
DECREASED420,436433,480-13,044-3%$111.8M$96.0M-$15.8M2026-10-08
Markel Group Inc.
UNCHANGED379,644379,64400%$97.9M$86.7M-$11.2M2026-10-30
Amundi
INCREASED372,292171,858+200,434+117%$44.3M$85.0M+$40.7M2026-11-06
Dimensional Fund Advisors LP
INCREASED327,982327,074+908+0%$84.3M$74.9M-$9.4M2026-11-04
Fiera Capital Corp
DECREASED264,737291,395-26,658-9%$75.2M$60.4M-$14.7M2026-11-06
Rothschild & Co Wealth Management UK Ltd
NEW237,578—+237,578——$54.2M—2026-10-20
Bank of New York Mellon Corp
DECREASED199,669201,076-1,407-1%$51.9M$45.6M-$6.3M2026-11-05
Deutsche Bank Ag\
INCREASED186,454109,972+76,482+70%$28.4M$42.6M+$14.2M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED148,916153,314-4,398-3%$39.5M$34.0M-$5.5M2026-10-29
Conestoga Capital Advisors, LLC
DECREASED116,759134,747-17,988-13%$34.8M$26.7M-$8.1M2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED106,19197,315+8,876+9%$25.1M$24.2M-$851.9K2026-11-05
LPL Financial LLC
INCREASED96,72888,556+8,172+9%$22.8M$22.1M-$753.6K2026-11-06
Citigroup Inc
INCREASED92,26342,840+49,423+115%$11.0M$21.1M+$10.0M2026-11-04
Strs Ohio
INCREASED91,34874,266+17,082+23%$19.2M$20.9M+$1.7M2026-10-30
Crown Oak Advisors, LLC
INCREASED88,05387,628+425+0%$22.6M$20.1M-$2.5M2026-10-16
Russell Investments Group, Ltd.
DECREASED80,77189,096-8,325-9%$23.0M$18.4M-$4.5M2026-11-06
Vantage Investment Partners, LLC
DECREASED73,24577,261-4,016-5%$19.9M$16.7M-$3.2M2026-10-27
Swedbank AB
DECREASED72,90075,100-2,200-3%$19.4M$16.6M-$2.7M2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED69,907149,139-79,232-53%$39.0M$16.1M-$22.9M2026-11-04
Kinsale Capital Group, Inc.
INCREASED62,71651,557+11,159+22%$13.3M$14.3M+$1.0M2026-11-04
Barclays PLC
DECREASED59,226101,370-42,144-42%$26.1M$13.5M-$12.6M2026-11-06
Brooklands Fund Management Ltd
NEW48,566—+48,566——$11.1M—2026-10-28
Fifth Third Bancorp
DECREASED43,06045,310-2,250-5%$11.7M$9.8M-$1.9M2026-11-05
Ascent Group, LLC
INCREASED38,00237,682+320+1%$9.7M$8.7M-$1.0M2026-10-30
Pictet Asset Management Holding SA
DECREASED33,40434,759-1,355-4%$9.0M$7.6M-$1.3M2026-11-03
Generali Asset Management SPA SGR
INCREASED33,32530,746+2,579+8%$7.9M$7.6M-$320.6K2026-10-26
Hingham Institution for Savings
INCREASED32,50026,500+6,000+23%$6.8M$7.4M+$586.1K2026-10-20
PNC Financial Services Group, Inc.
INCREASED30,34824,193+6,155+25%$6.2M$6.9M+$689.7K2026-11-06
IPG Investment Advisors LLC
DECREASED29,96730,489-522-2%$7.9M$6.8M-$1.0M2026-10-30
Natixis
DECREASED29,498117,073-87,575-75%$30.2M$6.7M-$23.5M2026-11-06
Asset Management One Co., Ltd.
DECREASED28,28228,671-389-1%$7.4M$6.5M-$936.9K2026-10-27
Kornitzer Capital Management Inc
UNCHANGED26,60026,60000%$6.9M$6.1M-$786.8K2026-11-03
State of New Jersey Common Pension Fund D
DECREASED25,45425,945-491-2%$6.7M$5.8M-$879.6K2026-11-05
GPM Growth Investors, Inc.
DECREASED23,44323,761-318-1%$6.1M$5.4M-$775.5K2026-10-30
HB Wealth Management, LLC
DECREASED23,39226,257-2,865-11%$6.8M$5.3M-$1.4M2026-10-23
Assetmark, Inc
INCREASED22,51820,499+2,019+10%$5.3M$5.1M-$145.4K2026-10-21
Mn Services Vermogensbeheer B.V.
UNCHANGED21,78921,78900%$5.6M$5.0K-$5.6M2026-10-08
US Bancorp \de\
DECREASED21,69121,712-210%$5.6M$5.0M-$647.0K2026-11-05
Truist Financial Corp
INCREASED21,59921,527+72+0%$5.6M$4.9M-$620.3K2026-10-30
Savant Capital, LLC
INCREASED21,19718,618+2,579+14%$4.8M$4.8M+$32.9K2026-11-06
Arizona State Retirement System
DECREASED20,77121,771-1,000-5%$5.6M$4.7M-$872.3K2026-11-03
Creative Planning
DECREASED18,83619,149-313-2%$4.9M$4.3M-$638.0K2026-11-02
Swiss Life Asset Management Ltd
INCREASED16,98311,403+5,580+49%$2.9M$3.9M+$936.8K2026-11-03
Xponance LLC
INCREASED16,96716,906+61+0%$4.4M$3.9M-$486.2K2026-11-03
SEB Asset Management AB
INCREASED16,70015,569+1,131+7%$4.0M$3.8M-$202.3K2026-11-04
Mutual of America Capital Management LLC
DECREASED16,09116,251-160-1%$4.2M$3.7M-$517.2K2026-10-23
TrueWealth Advisors, LLC
UNCHANGED15,23215,23200%$3.9M$3.5M-$450.6K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED15,12211,069+4,053+37%$2.8M$3.1M+$302.5K2026-10-13
Mirae Asset Global Investments Co., Ltd.
DECREASED14,67529,361-14,686-50%$7.6M$3.4M-$4.2M2026-11-03
Ethic Inc.
INCREASED14,30713,451+856+6%$3.5M$3.3M-$202.5K2026-11-03
Azzad Asset Management Inc
DECREASED13,67517,681-4,006-23%$4.6M$3.1M-$1.4M2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW12,586—+12,586——$2.9M—2026-10-16
Atria Investments, Inc
INCREASED12,56612,312+254+2%$3.2M$2.9M-$306.0K2026-10-15
DekaBank Deutsche Girozentrale
INCREASED12,02410,243+1,781+17%$2.1K$2.8K+$6722026-10-27
Eurizon Capital SGR S.p.A.
DECREASED11,79012,237-447-4%$3.2M$2.7M-$459.8K2026-11-06
Triad Investment Management
DECREASED11,65811,702-440%$3.0M$2.7M-$356.2K2026-10-13
Transmarket Holdings LP
NEW11,571—+11,571——$2.6M—2026-10-27
Third View Private Wealth, LLC
DECREASED10,90312,703-1,800-14%$3.3M$2.5M-$786.7K2026-10-30
Nykredit A/S
INCREASED10,4478,090+2,357+29%$2.1M$2.4M+$298.9K2026-11-06
Argent Capital Management LLC
DECREASED10,35910,654-295-3%$2.7M$2.4M-$382.5K2026-10-05
Oppenheimer Asset Management Inc.
INCREASED9,7999,341+458+5%$2.4M$2.2M-$171.7K2026-10-27
Moody Lynn Lieberson & Walker, LLC
INCREASED9,1658,565+600+7%$2.2M$2.1M-$116.4K2026-10-14
Ritholtz Wealth Management
INCREASED9,0698,973+96+1%$2.3M$2.1M-$243.5K2026-11-05
Wasatch Advisors LP
DECREASED8,98617,782-8,796-49%$4.6M$2.1M-$2.5M2026-10-13
Candriam S.C.A.
INCREASED8,8757,264+1,611+22%$1.9M$2.0M+$162.2K2026-11-03
ABN Amro Investment Solutions
INCREASED8,7997,008+1,791+26%$1.8M$2.0M+$201.6K2026-10-21
IFM Investors Pty Ltd
DECREASED8,2729,003-731-8%$2.3M$1.9M-$433.2K2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
UNCHANGED8,1908,19000%$2.1M$1.9M-$242.3K2026-10-19
Aware Super Pty Ltd as trustee of Aware Super
DECREASED8,1448,344-200-2%$2.2M$1.9M-$292.5K2026-10-30
Washington Trust Co
DECREASED8,0588,078-200%$2.1M$1.8M-$243.5K2026-10-22
Thrivent Financial for Lutherans
DECREASED7,8657,916-51-1%$2.0M$1.8K-$2.0M2026-11-05
State of Alaska, Department of Revenue
UNCHANGED7,5387,53800%$1.9M$1.7K-$1.9M2026-10-15
Daiwa Securities Group Inc.
INCREASED7,4477,147+300+4%$1.8M$1.7M-$142.9K2026-10-29
OP Asset Management Ltd
INCREASED7,4047,172+232+3%$1.8M$1.7M-$159.2K2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED7,19210,069-2,877-29%$2.6M$1.6M-$954.7K2026-10-15
PFS Partners, LLC
DECREASED6,7708,074-1,304-16%$2.1M$1.5M-$536.6K2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED6,7076,70700%$1.7M$1.5M-$198.4K2026-10-20
Aberdeen Group plc
DECREASED6,6457,510-865-12%$1.9M$1.5M-$419.7K2026-11-06
ASR Vermogensbeheer N.V.
NEW6,481—+6,481——$1.5M—2026-10-16
Amalgamated Bank
DECREASED5,7935,821-280%$1.5M$1.3K-$1.5M2026-10-23
Commonwealth Equity Services, LLC
INCREASED5,7615,283+478+9%$1.4M$1.3M-$47.1K2026-11-02
Gulf International Bank (UK) Ltd
UNCHANGED5,7555,75500%$1.5M$1.3K-$1.5M2026-10-20
Kestra Advisory Services, LLC
INCREASED5,3044,048+1,256+31%$1.0M$1.2M+$167.2K2026-11-02
Merit Financial Group, LLC
INCREASED5,2824,926+356+7%$1.3M$1.2M-$64.3K2026-11-06
Soltis Investment Advisors LLC
INCREASED5,2315,049+182+4%$1.3M$1.2M-$107.7K2026-10-28
Praxis Investment Management Inc
DECREASED5,2097,929-2,720-34%$2.0M$1.2K-$2.0M2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED5,0654,919+146+3%$1.3M$1.2M-$112.1K2026-11-05
Plato Investment Management Ltd
UNCHANGED4,8324,83200%$1.2M$1.1M-$131.4K2026-11-05
Machina Capital S.A.S.
DECREASED4,5929,187-4,595-50%$2.4M$1.0M-$1.3M2026-11-05
Maryland State Retirement & Pension System
INCREASED4,5544,266+288+7%$1.1M$1.0M-$60.4K2026-11-05
MacKenzie Financial Corp
INCREASED4,4853,569+916+26%$920.5K$1.0M+$103.6K2026-11-02
Nisa Investment Advisors, LLC
DECREASED4,3344,523-189-4%$1.2M$989.6K-$176.9K2026-10-20
Svrn Asset Management, LLC
UNCHANGED4,2904,29000%$1.1M$979.5K-$126.9K2026-11-02
First Citizens Bank & Trust Co
INCREASED4,228834+3,394+407%$215.1K$965.4K+$750.3K2026-10-14
Oath Planning, LLC
UNCHANGED4,2064,20600%$1.1M$960.4K-$124.4K2026-10-20
Calamos Wealth Management LLC
DECREASED4,1634,196-33-1%$1.1M$950.5K-$131.7K2026-11-02
Choreo, LLC
INCREASED4,1233,764+359+10%$970.7K$941.4K-$29.3K2026-10-28
Keybank National Association
DECREASED4,0504,232-182-4%$1.1M$924.7K-$166.7K2026-11-04
Park Avenue Securities LLC
DECREASED4,0154,338-323-7%$1.1M$917-$1.1M2026-10-26
Wolverine Asset Management LLC
NEW4,000—+4,000——$913.3K—2026-11-02
CIBC Asset Management Inc
INCREASED3,9183,859+59+2%$995.3K$894.6K-$100.7K2026-11-05
ICW Investment Advisors LLC
DECREASED3,8263,980-154-4%$1.0M$873.6K-$152.8K2026-10-27
Regions Financial Corp
DECREASED3,8053,928-123-3%$1.0M$868.8K-$144.3K2026-11-05
Sageworth Trust Co
DECREASED3,5003,692-192-5%$952.2K$799.2K-$153.0K2026-10-30
Midwest Financial Partners Investments, Inc.
UNCHANGED3,4383,43800%$886.7K$785.0K-$101.7K2026-10-08
Ag2r LA Mondiale Gestion D'actifs
DECREASED3,4286,833-3,405-50%$1.8M$782.7K-$979.6K2026-10-26
Tokio Marine Asset Management Co LTD
UNCHANGED3,3843,38400%$872.8K$772.7K-$100.1K2026-10-26
Perryman Financial Advisory Inc
UNCHANGED3,2503,25000%$838.2K$742.1K-$96.1K2026-10-16
Colonial River Investments, LLC
DECREASED3,2073,392-185-5%$874.8K$732.3K-$142.6K2026-10-19
Strategic Advisors LLC
UNCHANGED3,1803,18000%$820.1K$726.1K-$94.0K2026-10-13
TD Waterhouse Canada Inc.
INCREASED3,1342,912+222+8%$761.1K$723.8K-$37.3K2026-10-16
J. Safra Sarasin Holding AG
UNCHANGED3,0123,01200%$635.8K$635.8K$02026-10-26
Everhart Financial Group, Inc.
INCREASED2,9622,951+11+0%$761.1K$676.3K-$84.8K2026-10-08
J2 Capital Management Inc
INCREASED2,9442,930+14+0%$755.7K$672.3K-$83.4K2026-10-19
Elevatus Welath Management
INCREASED2,9172,636+281+11%$679.9K$666.2K-$13.7K2026-10-19
Tortoise Investment Management, LLC
DECREASED2,9092,919-100%$752.9K$664.3K-$88.6K2026-11-06
Marks Group Wealth Management, Inc
UNCHANGED2,8532,85300%$735.8K$651.4K-$84.4K2026-11-05
Americana Partners, LLC
DECREASED2,8082,887-79-3%$744.6K$641.2K-$103.4K2026-10-28
Gibbs Wealth Management
DECREASED2,7993,188-389-12%$822.2K$639.1K-$183.1K2026-10-22
Diversify Advisory Services, LLC
INCREASED2,7602,751+9+0%$713.6K$638.4K-$75.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED2,7602,751+9+0%$713.6K$638.4K-$75.2K2026-10-20
Legacy Wealth Asset Management, LLC
DECREASED2,6922,777-85-3%$716.3K$614.7K-$101.6K2026-10-09
UniSuper Management Pty Ltd
INCREASED2,5951,795+800+45%$462.9K$592.5K+$129.6K2026-10-26
Alps Advisors Inc
INCREASED2,5522,274+278+12%$586.5K$582.7K-$3.8K2026-11-03
SAX Wealth Advisors, LLC
NEW2,514—+2,514——$574.0K—2026-10-13
Premier Path Wealth Partners, LLC
UNCHANGED2,4772,47700%$638.8K$565.5K-$73.3K2026-10-16
Gamma Investing LLC
INCREASED2,4712,059+412+20%$531.0K$564.2K+$33.2K2026-10-08
Private Wealth Group, LLC
UNCHANGED2,3332,33300%$601.7K$532.7K-$69.0K2026-10-19
North Dakota State Investment Board
INCREASED2,3092,230+79+4%$575.1K$527.2K-$47.9K2026-10-27
Crossmark Global Holdings, Inc.
INCREASED2,2991,597+702+44%$411.9K$524.9K+$113.0K2026-10-21
Guardian Financial Partners, LLC
NEW2,179—+2,179——$497.5K—2026-11-04
AA Financial Advisors, LLC
INCREASED2,1492,077+72+3%$535.7K$490.7K-$45.0K2026-10-19
Crestwood Advisors Group, LLC
INCREASED2,1382,081+57+3%$536.7K$488.2K-$48.5K2026-10-27
Brighton Jones LLC
INCREASED2,0911,727+364+21%$445.4K$477.5K+$32.2K2026-11-03
Oppenheimer & Co Inc
DECREASED1,9871,999-12-1%$515.6K$453.7K-$61.9K2026-10-26
Cynosure Group, LLC
UNCHANGED1,9791,97900%$510.4K$451.9K-$58.5K2026-11-03
Malaga Cove Capital, LLC
INCREASED1,9761,203+773+64%$310.3K$451.2K+$140.9K2026-10-23
Oarsman Capital, Inc.
INCREASED1,9621,141+821+72%$294.3K$448.0K+$153.7K2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED1,9237,217-5,294-73%$1.9M$439.1K-$1.4M2026-10-30
Moody Aldrich Partners LLC
UNCHANGED1,8771,87700%$484.1K$428.6K-$55.5K2026-10-27
E. Ohman J:or Asset Management AB
UNCHANGED1,8281,82800%$471.5K$417.4K-$54.1K2026-10-22
Baker Tilly Wealth Management, LLC
DECREASED1,8103,200-1,390-43%$825.4K$413.2K-$412.2K2026-10-05
RKL Wealth Management LLC
INCREASED1,7881,787+1+0%$461.0K$408.3K-$52.7K2026-10-16
Financial Consulate, Inc
DECREASED1,7691,923-154-8%$496.0K$403.9K-$92.0K2026-10-23
Verdence Capital Advisors LLC
DECREASED1,7424,807-3,065-64%$1.2M$397.8K-$841.9K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED1,7201,681+39+2%$433.5K$392.7K-$40.8K2026-10-21
Garrison Bradford & Associates Inc
DECREASED1,6251,825-200-11%$470.7K$371.0K-$99.7K2026-10-27
Legacy Capital Wealth Partners, LLC
INCREASED1,6251,620+5+0%$417.8K$371.0K-$46.8K2026-10-21
FSM Wealth Advisors, LLC
DECREASED1,6141,692-78-5%$436.3K$356.8K-$79.5K2026-10-27
Chicago Partners Investment Group LLC
NEW1,556—+1,556——$352.8K—2026-10-27
KBC Group NV
UNCHANGED1,4931,49300%$385.0K$341-$384.7K2026-10-22
Lido Advisors, LLC
NEW1,455—+1,455——$332.3K—2026-11-04
MGO One Seven LLC
INCREASED1,4381,434+4+0%$369.8K$328.3K-$41.5K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED1,4351,425+10+1%$367.5K$327.7K-$39.9K2026-11-03
Wedmont Private Capital
INCREASED1,3781,073+305+28%$272.6K$304.6K+$32.0K2026-10-09
Yousif Capital Management, LLC
INCREASED1,3751,346+29+2%$347.1K$314.0K-$33.2K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED1,3711,713-342-20%$442.0K$313-$441.7K2026-11-02
Portside Wealth Group, LLC
DECREASED1,3681,512-144-10%$390.0K$312.4K-$77.6K2026-10-20
Prospera Financial Services Inc
INCREASED1,3171,302+15+1%$335.8K$314.4K-$21.4K2026-11-04
Harbor Capital Advisors, Inc.
INCREASED1,3011,296+5+0%$334.0K$297-$333.7K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED1,2961,269+27+2%$327.3K$295.9K-$31.4K2026-10-27
Glenview Trust Co
INCREASED1,2931,161+132+11%$299.4K$295.2K-$4.2K2026-10-28
Axxcess Wealth Management, LLC
INCREASED1,2911,014+277+27%$261.5K$294.8K+$33.3K2026-10-21
Aaron Wealth Advisors LLC
INCREASED1,225901+324+36%$232.4K$279.7K+$47.3K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED1,2221,293-71-5%$333.3K$279.0K-$54.3K2026-10-16
Journey Advisory Group, LLC
UNCHANGED1,2191,21900%$314.4K$278.3K-$36.1K2026-11-04
Trust Point Inc.
UNCHANGED1,2181,21800%$314.1K$278.1K-$36.0K2026-10-27
Leonteq Securities AG
INCREASED1,1981,163+35+3%$299.9K$273.5K-$26.4K2026-10-29
S-Bank Fund Management Ltd
INCREASED1,1541,099+55+5%$283.4K$263.5K-$20.0K2026-11-06
Provenance Wealth Advisors, LLC
NEW1,146—+1,146——$261.7K—2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED1,1121,055+57+5%$272.1K$253.9K-$18.2K2026-10-13
Evolution Wealth Advisors, LLC
NEW1,100—+1,100——$251.2K—2026-11-03
Impact Capital Partners LLC
INCREASED1,0981,086+12+1%$280.1K$250.7K-$29.4K2026-10-22
Norden Group LLC
DECREASED1,0781,191-113-9%$307.2K$246.1K-$61.0K2026-10-20
Nations Financial Group Inc,
UNCHANGED1,0761,07600%$277.5K$245.7K-$31.8K2026-11-05
Bingham Private Wealth, LLC
NEW1,071—+1,071——$244.5K—2026-11-05
Wealthcare Advisory Partners LLC
DECREASED1,0471,057-10-1%$272.6K$239.1K-$33.5K2026-10-21
Moneco Advisors, LLC
UNCHANGED1,0391,03900%$268.0K$237.2K-$30.7K2026-11-05
NorthCrest Asset Manangement, LLC
NEW1,032—+1,032——$228.2K—2026-10-13
Old National Bancorp
INCREASED1,0281,027+1+0%$264.9K$234.7K-$30.2K2026-10-20
Citizens Financial Group Inc
NEW1,009—+1,009——$230.4K—2026-10-23
Allworth Financial LP
INCREASED999946+53+6%$243.9K$257.6K+$13.7K2026-11-06
Acima Private Wealth, LLC
UNCHANGED99499400%$256.4K$227.0K-$29.4K2026-10-05
Curated Wealth Partners LLC
NEW965—+965——$220.3K—2026-10-15
Element Pointe Advisors, LLC
UNCHANGED92092000%$237.3K$210.1K-$27.2K2026-10-21
Krilogy Financial LLC
NEW913—+913——$203.5K—2026-10-13
PCG Asset Management, LLC
NEW905—+905——$206.6K—2026-11-05
Precedent Wealth Partners, LLC
NEW883—+883——$201.6K—2026-10-21
AMG National Trust Bank
UNCHANGED88388300%$227.7K$201.6K-$26.1K2026-11-05
Hilltop National Bank
UNCHANGED82382300%$212.3K$187.9K-$24.3K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED732664+68+10%$171.3K$167.2K-$4.1K2026-11-04
Versant Capital Management, Inc
INCREASED729498+231+46%$128.4K$166.5K+$38.0K2026-10-02
AlphaCore Capital LLC
INCREASED676207+469+227%$53.4K$154.4K+$101.0K2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED65928,138-27,479-98%$7.1M$157.5K-$7.0M2026-10-29
Farther Finance Advisors, LLC
INCREASED618554+64+12%$142.8K$141.2K-$1.7K2026-10-08
Grove Bank & Trust
INCREASED618616+2+0%$158.9K$141.1K-$17.8K2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED58058000%$149.6K$132.4K-$17.2K2026-10-23
Clearstead Advisors, LLC
DECREASED5701,714-1,144-67%$442.1K$129.9K-$312.1K2026-11-06
Trust Co of Toledo NA
UNCHANGED43543500%$112.2K$99.3K-$12.9K2026-10-16
WPG Advisers, LLC
DECREASED404448-44-10%$115.5K$92.2K-$23.3K2026-10-27
Mosley Wealth Management
UNCHANGED40240200%$103.7K$93.0K-$10.7K2026-10-16
UMB Bank, n.a.
INCREASED401355+46+13%$91.6K$91.6K+$22026-11-06
Root Financial Partners, LLC
NEW383—+383——$87.5K—2026-10-21
First Horizon Corp
UNCHANGED37637600%$97.0K$85.9K-$11.1K2026-10-26
Mcdonald Partners LLC
UNCHANGED37437400%$96.5K$85.4K-$11.1K2026-11-03
Steph & Co
DECREASED352573-221-39%$147.8K$80.4K-$67.4K2026-10-07
Birch Financial Group, LLC
NEW349—+349——$79.7K—2026-10-27
Parallel Advisors, LLC
INCREASED341340+1+0%$87.9K$77.8K-$10.1K2026-11-03
First Command Advisory Services, Inc.
INCREASED285266+19+7%$68.6K$65.1K-$3.5K2026-11-05
IFP Advisors, Inc
DECREASED280362-82-23%$93.4K$63.9K-$29.4K2026-10-16
MV Capital Management, Inc.
DECREASED248258-10-4%$66.5K$56.6K-$9.9K2026-10-29
Arlington Trust Co LLC
INCREASED231154+77+50%$39.7K$52.7K+$13.0K2026-10-20
Signaturefd, LLC
INCREASED229197+32+16%$50.7K$52.3K+$1.6K2026-10-23
NBH Bank
INCREASED228111+117+105%$28.6K$52.1K+$23.4K2026-11-05
True Wealth Design, LLC
INCREASED217146+71+49%$37.7K$49.5K+$11.9K2026-10-13
Covestor Ltd
DECREASED198263-65-25%$68.0K$45-$68.0K2026-10-30
Spire Wealth Management
INCREASED192191+1+1%$49.4K$43.7K-$5.6K2026-10-30
Sterling Capital Management LLC
DECREASED172497-325-65%$128.2K$39.3K-$88.9K2026-10-22
Central Trust Co
INCREASED171169+2+1%$43.6K$39.1K-$4.5K2026-11-05
Private Trust Co NA
INCREASED167166+1+1%$42.8K$38.1K-$4.7K2026-10-20
Asset Dedication, LLC
DECREASED164169-5-3%$43.6K$37.4K-$6.1K2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED160167-7-4%$43.1K$36.5K-$6.5K2026-10-05
GHP Investment Advisors, Inc.
UNCHANGED15915900%$41.0K$36.3K-$4.7K2026-10-15
Rossby Financial, LCC
INCREASED144118+26+22%$30.4K$32.9K+$2.4K2026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED11611600%$29.8K$26.4K-$3.4K2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED11311300%$29.1K$25.8K-$3.3K2026-10-20
Capital Advisors, Ltd. LLC
UNCHANGED10610600%$27$24-$32026-10-27
Zions Bancorporation, National Association
DECREASED104146-42-29%$37.7K$23.7K-$13.9K2026-11-06
TD Private Client Wealth LLC
INCREASED10396+7+7%$24.8K$23.5K-$1.2K2026-10-28
Parkside Financial Bank & Trust
INCREASED10249+53+108%$12.6K$23.3K+$10.7K2026-10-27
Burkett Financial Services, LLC
UNCHANGED999900%$25.5K$22.6K-$2.9K2026-10-01
Essential Partners LLC
INCREASED9738+59+155%$9.8K$22.1K+$12.3K2026-10-14
Salomon & Ludwin, LLC
UNCHANGED959500%$24.9K$21.7K-$3.2K2026-10-29
Mather Group, Llc.
INCREASED8987+2+2%$22.3K$20.2K-$2.1K2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED848400%$21.7K$19.2K-$2.5K2026-10-20
Private Wealth Management Group, LLC
UNCHANGED717100%$18.3K$16.2K-$2.1K2026-10-19
Bokf, NA
DECREASED69369-300-81%$95.2K$15.8K-$79.4K2026-10-27
GK Wealth Management LLC
NEW68—+68——$15.6K—2026-10-09
Trust Co of Vermont
UNCHANGED666600%$17.0K$15.1K-$2.0K2026-10-21
Ascentis Wealth Management, LLC
INCREASED6560+5+8%$15.5K$14.8K-$6342026-11-03
Larson Financial Group LLC
INCREASED6419+45+237%$4.9K$14.6K+$9.7K2026-11-05
Heritage Family Offices, LLP
NEW62—+62——$14.2K—2026-11-02
Carolina Wealth Advisors, LLC
UNCHANGED616100%$15.7K$13.9K-$1.8K2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED616100%$15.7K$13.9K-$1.8K2026-10-22
Elevation Wealth Partners, LLC
INCREASED5520+35+175%$5.2K$12.6K+$7.4K2026-10-07
Activest Wealth Management
INCREASED4021+19+90%$5.4K$9.1K+$3.7K2026-10-15
James T. Borello RIA
INCREASED3913+26+200%$3.4K$8.9K+$5.6K2026-10-16
Angeles Wealth Management, LLC
INCREASED3833+5+15%$8.5K$8.7K+$1662026-10-26
Blue Trust, Inc.
INCREASED3621+15+71%$5.4K$8.2K+$2.8K2026-10-15
First United Bank & Trust
UNCHANGED353500%$9.0K$8.0K-$1.0K2026-10-22
William Mack & Associates, Inc.
NEW34—+34——$7.8K—2026-10-27
Cromwell Holdings LLC
INCREASED3322+11+50%$5.7K$7.5K+$1.9K2026-10-28
Bell Investment Advisors, Inc
UNCHANGED323200%$8.3K$7.3K-$9472026-10-29
Elyxium Wealth, LLC
NEW31—+31——$7.1K—2026-10-27
Fortitude Family Office, LLC
INCREASED2624+2+8%$6.2K$5.9K-$2532026-10-14
UMB Private Wealth Management, LLC
NEW24—+24——$5.5K—2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED242400%$6.2K$5.5K-$7102026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED191900%$4.9K$4.3K-$5622026-10-16
Toth Financial Advisory Corp
NEW16—+16——$3.7K—2026-10-08
SJS Investment Consulting Inc.
DECREASED1523-8-35%$5.9K$3.4K-$2.5K2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED1512+3+25%$3.1K$3.4K+$3302026-11-03
Manchester Capital Management LLC
UNCHANGED151500%$3.9K$3.4K-$4442026-10-22
Hughes Financial Services, LLC
INCREASED1412+2+17%$3.1K$3.4K+$3352026-10-30
Clearstead Trust, LLC
UNCHANGED141400%$3.6K$3.2K-$4142026-11-06
CoreCap Advisors, LLC
UNCHANGED131300%$3.4K$3.0K-$3852026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED131300%$3.4K$3.0K-$3832026-10-28
Davis Capital Management
INCREASED123+9+300%$774$2.7K+$2.0K2026-10-08
Advocate Investing Services LLC
UNCHANGED121200%$3.1K$2.7K-$3552026-10-26
Caitong International Asset Management Co., Ltd
DECREASED1189-78-88%$23.0K$2.5K-$20.4K2026-10-29
Abound Wealth Management
UNCHANGED111100%$2.9K$2.6K-$3322026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED111100%$2.8K$2.5K-$3252026-10-30
Jacobi Capital Management LLC
NEW9—+9——$2.1K—2026-11-05
Meriwether Wealth & Planning, LLC
NEW9—+9——$2.1K—2026-10-13
Entrust Financial LLC
NEW9—+9——$2.1K—2026-11-04
Planning Strategies Inc.
INCREASED87+1+14%$1.8K$1.8K+$222026-10-02
Ares Financial Consulting, LLC
UNCHANGED7700%$1.8K$1.6K-$2072026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED6600%$1.5K$1.4K-$1782026-10-16
Ascentis Independent Advisors
NEW5—+5——$1.1K—2026-11-03
Creative Capital Management Investments LLC
INCREASED54+1+25%$1.0K$1.1K+$1102026-10-28
Center for Financial Planning, Inc.
NEW4—+4——$913—2026-10-26
American Capital Advisory, LLC
DECREASED46-2-33%$1.5K$914-$6342026-10-28
DecisionPoint Financial, LLC
UNCHANGED4400%$1.0K$924-$1232026-10-27
Decker Retirement Planning Inc.
UNCHANGED4400%$1.1K$973-$1262026-10-19
Richardson Financial Services Inc.
UNCHANGED4400%$1.0K$913-$1192026-10-30
Addison Advisors LLC
NEW3—+3——$685—2026-11-06
Quaker Wealth Management, LLC
INCREASED31+2+200%$258$685+$4272026-10-22
Bare Financial Services, Inc
UNCHANGED3300%$774$685-$892026-11-04
Downshift Financial, LLC
UNCHANGED3300%$774$685-$892026-10-13
Montgomery Financial Services LLC
UNCHANGED3300%$774$685-$892026-11-03
Monetary Solutions, Ltd
NEW2—+2——$457—2026-10-22
Cape Investment Advisory, Inc.
DECREASED23-1-33%$774$457-$3172026-10-13
West Branch Capital LLC
UNCHANGED2200%$516$457-$592026-10-20
Highline Wealth Partners LLC
UNCHANGED2200%$516$457-$592026-10-19
Nemes Rush Group LLC
UNCHANGED2200%$516$457-$592026-11-04
Balance Wealth Partners LLC
NEW1—+1——$278—2026-10-27
Creative Financial Designs Inc
UNCHANGED1100%$258$228-$302026-11-04
TFC Financial Management, Inc.
UNCHANGED1100%$258$229-$292026-10-26
Lloyd Advisory Services, Llc.
NEW0—0——$30—2026-11-02
ABC Arbitrage SA
CLOSED013,364-13,364-100%$3.4M$0-$3.4M2026-10-23
Oak Thistle LLC
CLOSED05,246-5,246-100%$1.4M$0-$1.4M2026-10-21
Inscription Capital, LLC
CLOSED01,776-1,776-100%$458.0K$0-$458.0K2026-11-02
Larry Mathis Financial Planning, LLC
CLOSED01,628-1,628-100%$419.9K$0-$419.9K2026-10-26
111 Capital
CLOSED01,203-1,203-100%$310.3K$0-$310.3K2026-11-03
Masterinvest Kapitalanlage GmbH
CLOSED01,060-1,060-100%$273.4K$0-$273.4K2026-11-03
Fulton Bank, N.A.
CLOSED01,046-1,046-100%$269.8K$0-$269.8K2026-10-14
Asset One Wealth Management LLC
CLOSED0971-971-100%$245.9K$0-$245.9K2026-11-02
AIA Group Ltd
CLOSED0941-941-100%$242.7K$0-$242.7K2026-10-30
Marino, Stram & Associates LLC
CLOSED0867-867-100%$223.5K$0-$223.5K2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED0852-852-100%$219.7K$0-$219.7K2026-11-02
R Squared Ltd
CLOSED0842-842-100%$217.2K$0-$217.2K2026-11-06
Peak Financial Advisors LLC
CLOSED0779-779-100%$200.9K$0-$200.9K2026-10-28
AdvisorNet Financial, Inc
CLOSED0413-413-100%$106.5K$0-$106.5K2026-10-15
FNY Investment Advisers, LLC
CLOSED0102-102-100%$26$0-$262026-10-16
MCF Advisors LLC
CLOSED093-93-100%$24.0K$0-$24.0K2026-10-28
Atlatl Advisers LLC
CLOSED072-72-100%$18.6K$0-$18.6K2026-10-22
Cornerstone Planning Group LLC
CLOSED040-40-100%$9.8K$0-$9.8K2026-10-16
International Assets Investment Management, LLC
CLOSED037-37-100%$9.7K$0-$9.7K2026-11-02
West Paces Advisors Inc.
CLOSED029-29-100%$7.5K$0-$7.5K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED026-26-100%$6.7K$0-$6.7K2026-10-14
Strengthening Families & Communities, LLC
CLOSED024-24-100%$6.2K$0-$6.2K2026-10-21
Whipplewood Advisors, LLC
CLOSED015-15-100%$3.9K$0-$3.9K2026-10-20
CKW Financial Group
CLOSED06-6-100%$2$0-$22026-10-29
Avion Wealth
CLOSED04-4-100%$1$0-$12026-11-04
Brooklyn FI, LLC
CLOSED02-2-100%$489$0-$4892026-11-05
Trifecta Capital Advisors, LLC
CLOSED02-2-100%$516$0-$5162026-10-21
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Cassaday & Co Wealth Management LLC
CLOSED01-1-100%$258$0-$2582026-10-27
Plante Moran Financial Advisors, LLC
CLOSED01-1-100%$258$0-$2582026-11-04
BlackRock, Inc.
N/A—6,043,735-6,043,735-100%$1.6B———
FMR LLC
N/A—4,794,908-4,794,908-100%$1.2B———
Vanguard Capital Management LLC
N/A—4,103,094-4,103,094-100%$1.1B———
Vanguard Portfolio Management LLC
N/A—3,959,217-3,959,217-100%$1.0B———
State of Wisconsin Investment Board
N/A—2,118,107-2,118,107-100%$546.3M———
State Street Corp
N/A—1,857,897-1,857,897-100%$479.2M———
JPMorgan Chase & Co
N/A—1,414,319-1,414,319-100%$359.9M———
Norges Bank
N/A—1,376,894-1,376,894-100%$355.1M———
Bank of America Corp
N/A—1,118,595-1,118,595-100%$288.5M———
Fred Alger Management, LLC
N/A—1,053,756-1,053,756-100%$271.8M———
Maren Capital LLC
N/A—845,691-845,691-100%$218.1M———
Port Capital LLC
N/A—804,484-804,484-100%$207.5M———
Aristeia Capital, L.L.C.
N/A—783,595-783,595-100%$202.1M———
Millennium Management LLC
N/A—782,006-782,006-100%$201.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—764,540-764,540-100%$197.2M———
Arrowstreet Capital, Limited Partnership
N/A—753,152-753,152-100%$194.2M———
Morgan Stanley
N/A—740,096-740,096-100%$190.9M———
Giverny Capital Inc.
N/A—735,248-735,248-100%$189.6M———
DF Dent & Co Inc
N/A—699,176-699,176-100%$180.3M———
Gobi Capital LLC
N/A—615,183-615,183-100%$158.7M———
Bamco Inc
N/A—562,662-562,662-100%$145.1M———
Raymond James Financial Inc
N/A—521,035-521,035-100%$134.4M———
Capital International Investors
N/A—509,338-509,338-100%$131.1M———
Northern Trust Corp
N/A—482,818-482,818-100%$124.5M———
XN LP
N/A—475,566-475,566-100%$122.7M———
Goldman Sachs Group Inc
N/A—469,740-469,740-100%$121.2M———
Vanguard Fiduciary Trust Co
N/A—467,382-467,382-100%$120.5M———
Manning & Napier Advisors LLC
N/A—438,559-438,559-100%$113.1M———
Stephens Investment Management Group LLC
N/A—414,821-414,821-100%$107.0M———
Qube Research & Technologies Ltd
N/A—391,580-391,580-100%$101.0M———
UBS Asset Management Americas LLC
N/A—383,056-383,056-100%$98.8M———
Envestnet Asset Management Inc
N/A—356,855-356,855-100%$92.0M———
Wells Fargo & Company
N/A—345,351-345,351-100%$89.1M———
Wellington Management Group LLP
N/A—279,604-279,604-100%$72.1M———
Logan Stone Capital, LLC
N/A—277,163-277,163-100%$71.5M———
Quantum Capital Management, LLC / NJ
N/A—273,833-273,833-100%$70.6M———
Marshall Wace, LLP
N/A—257,959-257,959-100%$66.5M———
Navera Investment Management Ltd.
N/A—257,550-257,550-100%$66.4M———
EFG International AG
N/A—256,767-256,767-100%$66.3M———
Nuveen, LLC
N/A—253,102-253,102-100%$65.3M———
Investment Management Corp of Ontario
N/A—252,059-252,059-100%$65.0M———
Nomura Asset Management International Inc.
N/A—251,286-251,286-100%$64.8M———
Ironvine Capital Partners, LLC
N/A—245,819-245,819-100%$63.4M———
Canada Pension Plan Investment Board
N/A—240,481-240,481-100%$62.0M———
Stifel Financial Corp
N/A—237,761-237,761-100%$61.3M———
Brown Brothers Harriman & Co
N/A—226,912-226,912-100%$58.5M———
Legal & General Group Plc
N/A—220,241-220,241-100%$56.8M———
Swiss National Bank
N/A—214,175-214,175-100%$55.2M———
NZS Capital, LLC
N/A—205,928-205,928-100%$53.1M———
Weitz Investment Management, Inc.
N/A—204,479-204,479-100%$52.7M———
BNP Paribas Financial Markets
N/A—203,330-203,330-100%$52.4M———
Royal Bank of Canada
N/A—198,560-198,560-100%$51.2M———
Jupiter Topco LLC
N/A—198,191-198,191-100%$51.1M———
Silver Heights Capital Management Inc
N/A—196,891-196,891-100%$50.8M———
Deltroit Asset Management (UK) LLP
N/A—190,338-190,338-100%$49.1M———
Capital Research Global Investors
N/A—189,604-189,604-100%$48.9M———
Geneva Capital Management LLC
N/A—180,138-180,138-100%$46.5M———
UBS Group AG
N/A—179,838-179,838-100%$46.4M———
AQR Capital Management LLC
N/A—179,042-179,042-100%$46.2M———
HRT Financial LP
N/A—177,481-177,481-100%$45.8M———
Palisade Capital Management, LP
N/A—177,115-177,115-100%$45.7M———
Life Cycle Investment Partners Ltd
N/A—176,343-176,343-100%$45.5M———
Susquehanna International Group, LLP
N/A—174,326-174,326-100%$45.0M———
SEI Investments Co
N/A—170,629-170,629-100%$44.0M———
Danske Bank A/S
N/A—170,257-170,257-100%$43.9M———
Captrust Financial Advisors
N/A—162,466-162,466-100%$41.9M———
California Public Employees Retirement System
N/A—157,217-157,217-100%$40.5M———
Brown Advisory Inc
N/A—155,407-155,407-100%$40.1M———
Vulcan Value Partners, LLC
N/A—153,718-153,718-100%$39.6M———
Snyder Capital Management L P
N/A—150,447-150,447-100%$38.8M———
Vanguard Asset Management, Ltd
N/A—146,067-146,067-100%$37.7M———
Sone Capital Management, LLC
N/A—143,977-143,977-100%$37.1M———
Whitebox Advisors LLC
N/A—132,104-132,104-100%$34.1M———
Ameriprise Financial Inc
N/A—129,824-129,824-100%$33.5M———
Ensign Peak Advisors, Inc
N/A—127,462-127,462-100%$32.9M———
Telemark Asset Management, LLC
N/A—125,000-125,000-100%$32.2M———
Sanctuary Advisors, LLC
N/A—122,965-122,965-100%$31.7M———
Landscape Capital Management, L.L.C.
N/A—120,673-120,673-100%$31.1M———
Victory Capital Management Inc
N/A—116,449-116,449-100%$30.0M———
Citadel Advisors LLC
N/A—115,484-115,484-100%$29.8M———
Rhumbline Advisers
N/A—100,231-100,231-100%$25.9M———
Advaya LLP
N/A—94,520-94,520-100%$24.4M———
California State Teachers Retirement System
N/A—94,364-94,364-100%$24.3M———
Public Employees Retirement Association of Colorado
N/A—93,572-93,572-100%$24.1M———
Point72 Asset Management, L.P.
N/A—91,696-91,696-100%$23.6M———
Venturi Wealth Management, LLC
N/A—89,163-89,163-100%$23.0M———
Zeno Equity Partners LLP
N/A—88,085-88,085-100%$22.7M———
Franklin Resources Inc
N/A—88,029-88,029-100%$22.7M———
Price T Rowe Associates Inc
N/A—86,292-86,292-100%$22.2M———
Jones Financial Companies Lllp
N/A—83,690-83,690-100%$21.3M———
Invesco Ltd.
N/A—81,849-81,849-100%$21.1M———
Quantinno Capital Management LP
N/A—80,517-80,517-100%$20.8M———
Sirios Capital Management L P
N/A—80,503-80,503-100%$20.8M———
Lansing Management LP
N/A—80,375-80,375-100%$20.7M———
AustralianSuper Pty Ltd
N/A—78,875-78,875-100%$20.3M———
HSBC Holdings PLC
N/A—78,684-78,684-100%$20.3M———
Natixis Advisors, LLC
N/A—77,010-77,010-100%$19.9M———
State Board of Administration of Florida Retirement System
N/A—72,294-72,294-100%$18.6M———
PYA Waltman Capital, LLC
N/A—69,745-69,745-100%$18.0M———
Bank of Nova Scotia
N/A—69,375-69,375-100%$17.9M———
Segall Bryant & Hamill, LLC
N/A—66,376-66,376-100%$17.1M———
Tredje Ap-fonden
N/A—65,942-65,942-100%$17.0M———
Aviva PLC
N/A—63,037-63,037-100%$16.3M———
LOS Angeles Capital Management LLC
N/A—62,585-62,585-100%$16.1M———
Renaissance Technologies LLC
N/A—61,587-61,587-100%$15.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—60,138-60,138-100%$15.5M———
Riho Partners, LLC
N/A—55,055-55,055-100%$19.7M———
APG Asset Management N.V.
N/A—54,805-54,805-100%$12.4M———
Maven Securities LTD
N/A—53,957-53,957-100%$13.9M———
Catawba River Capital
N/A—53,356-53,356-100%$13.8M———
Susquehanna Fundamental Investments, LLC
N/A—53,142-53,142-100%$13.7M———
Schonfeld Strategic Advisors LLC
N/A—52,632-52,632-100%$13.6M———
Alliancebernstein L.P.
N/A—52,291-52,291-100%$11.0M———
Applied Fundamental Research, LLC
N/A—49,958-49,958-100%$12.9M———
Banco Santander, S.A.
N/A—47,297-47,297-100%$12.2M———
Brasada Capital Management, LP
N/A—47,190-47,190-100%$12.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—45,504-45,504-100%$11.7M———
Huntington National Bank
N/A—43,957-43,957-100%$11.3M———
Royal London Asset Management LTD
N/A—41,876-41,876-100%$10.8M———
National Bank of Canada
N/A—40,771-40,771-100%$10.5M———
Man Group plc
N/A—39,812-39,812-100%$10.3M———
New York State Common Retirement Fund
N/A—39,668-39,668-100%$10.2M———
Acadian Asset Management LLC
N/A—37,790-37,790-100%$9.7M———
Vanguard Global Advisers, LLC
N/A—37,680-37,680-100%$9.7M———
Capula Management Ltd
N/A—37,346-37,346-100%$9.6M———
Cerity Partners LLC
N/A—35,906-35,906-100%$9.3M———
Vanguard Investments Australia, Ltd.
N/A—35,743-35,743-100%$9.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—35,722-35,722-100%$9.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—35,288-35,288-100%$9.1M———
SG Americas Securities, LLC
N/A—34,287-34,287-100%$8.8M———
Treasurer of the State of North Carolina
N/A—32,103-32,103-100%$8.3M———
Occudo Quantitative Strategies LP
N/A—30,603-30,603-100%$7.9M———
Credit Industriel ET Commercial
N/A—30,544-30,544-100%$7.9M———
Gilder Gagnon Howe & Co LLC
N/A—29,760-29,760-100%$7.7M———
Korea Investment Corp
N/A—29,443-29,443-100%$7.6M———
Alpine Peaks Capital, LP
N/A—28,368-28,368-100%$7.3M———
Verition Fund Management LLC
N/A—26,478-26,478-100%$6.8M———
Jacobson & Schmitt Advisors, LLC
N/A—26,342-26,342-100%$6.8M———
Capital International, Inc.
N/A—26,246-26,246-100%$6.8M———
Nomura Asset Management Co LTD
N/A—25,120-25,120-100%$6.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—24,983-24,983-100%$6.4M———
DnB Asset Management AS
N/A—24,925-24,925-100%$6.4M———
Thornburg Investment Management Inc
N/A—24,161-24,161-100%$6.2M———
O'Connor Alternative Investments LLC
N/A—23,615-23,615-100%$6.1M———
Catalyst Funds Management Pty Ltd
N/A—23,100-23,100-100%$6.0M———
Prudential PLC
N/A—22,496-22,496-100%$5.8M———
Public Employees Retirement System of Ohio
N/A—21,699-21,699-100%$5.6M———
ING Groep NV
N/A—21,673-21,673-100%$5.6M———
Canada Life Assurance Co
N/A—21,361-21,361-100%$5.5M———
Mariner, LLC
N/A—21,165-21,165-100%$5.5M———
Charles Schwab Investment Management Inc
N/A—20,362-20,362-100%$5.3M———
Westfield Capital Management Co LP
N/A—20,130-20,130-100%$5.2M———
Resona Asset Management Co.,Ltd.
N/A—20,056-20,056-100%$5.2M———
ArrowMark Colorado Holdings LLC
N/A—19,755-19,755-100%$5.1M———
Obion Capital Management LP
N/A—19,067-19,067-100%$4.9M———
Worldquant Millennium Advisors LLC
N/A—18,085-18,085-100%$4.7M———
&partners
N/A—17,357-17,357-100%$4.5M———
Cetera Investment Advisers
N/A—17,139-17,139-100%$4.4M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—17,010-17,010-100%$4.4M———
Capital Group Private Client Services, Inc.
N/A—16,034-16,034-100%$4.1M———
Mint Tower Capital Management B.V.
N/A—14,944-14,944-100%$3.9M———
Credit Agricole S A
N/A—14,892-14,892-100%$3.8M———
TD Asset Management Inc
N/A—14,796-14,796-100%$3.8M———
Rafferty Asset Management, LLC
N/A—14,500-14,500-100%$3.7M———
Pathstone Holdings, LLC
N/A—13,154-13,154-100%$3.4M———
Blair William & Co
N/A—12,474-12,474-100%$3.2M———
Allstate Corp
N/A—12,040-12,040-100%$3.1M———
Utah Retirement Systems
N/A—11,475-11,475-100%$3.0M———
Police & Firemen's Retirement System of New Jersey
N/A—11,468-11,468-100%$3.0M———
British Columbia Investment Management Corp
N/A—11,376-11,376-100%$2.9M———
M&T Bank Corp
N/A—11,102-11,102-100%$2.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—11,000-11,000-100%$2.8M———
D. E. Shaw & Co., Inc.
N/A—10,653-10,653-100%$2.7M———
Toronto Dominion Bank
N/A—10,650-10,650-100%$2.7M———
Vanguard Personalized Indexing Management, LLC
N/A—10,475-10,475-100%$2.7M———
MML Investors Services, LLC
N/A—10,322-10,322-100%$2.7M———
Empowered Funds, LLC
N/A—10,245-10,245-100%$2.6M———
Nissay Asset Management Corp N
N/A—10,078-10,078-100%$2.6M———
Intech Investment Management LLC
N/A—9,937-9,937-100%$2.6M———
Hudson Bay Capital Management LP
N/A—9,840-9,840-100%$2.5M———
Principal Securities, Inc.
N/A—9,824-9,824-100%$2.5M———
Benjamin Edwards Inc
N/A—9,680-9,680-100%$2.5M———
Mercer Global Advisors Inc
N/A—9,634-9,634-100%$2.5M———
Bank of Montreal
N/A—9,358-9,358-100%$2.4M———
Federation des caisses Desjardins du Quebec
N/A—8,666-8,666-100%$2.2M———
Schroder Investment Management Group
N/A—8,624-8,624-100%$2.2M———
O'shaughnessy Asset Management, LLC
N/A—8,447-8,447-100%$2.2M———
Jain Global LLC
N/A—8,402-8,402-100%$2.2M———
Bank of Hawaii
N/A—8,229-8,229-100%$2.1M———
Arax Advisory Partners
N/A—8,030-8,030-100%$2.1M———
National Pension Service
N/A—8,002-8,002-100%$2.1M———
ExodusPoint Capital Management, LP
N/A—7,764-7,764-100%$2.0M———
Balyasny Asset Management L.P.
N/A—7,745-7,745-100%$2.0M———
IEQ Capital, LLC
N/A—7,607-7,607-100%$2.0M———
Meiji Yasuda Life Insurance Co
N/A—7,533-7,533-100%$1.9M———
Voya Investment Management LLC
N/A—7,345-7,345-100%$1.9M———
Engineers Gate Manager LP
N/A—7,309-7,309-100%$1.9M———
Farringdon Capital, Ltd.
N/A—6,949-6,949-100%$1.8M———
Focus Partners Advisor Solutions, LLC
N/A—6,804-6,804-100%$1.8M———
QRG Capital Management, Inc.
N/A—6,603-6,603-100%$1.7M———
Focus Partners Wealth
N/A—6,459-6,459-100%$1.7M———
Gilbert & Cook, Inc.
N/A—6,163-6,163-100%$1.6M———
Macquarie Group LTD
N/A—6,144-6,144-100%$1.6M———
Bessemer Group Inc
N/A—6,084-6,084-100%$1.6M———
Fiduciary Group, LLC
N/A—6,077-6,077-100%$1.6M———
Aristotle Capital Boston, LLC
N/A—5,946-5,946-100%$1.5M———
Dividend Assets Capital, LLC
N/A—5,898-5,898-100%$1.5M———
Two Sigma Securities, LLC
N/A—5,836-5,836-100%$1.5M———
Hills Bank & Trust Co
N/A—5,643-5,643-100%$1.5M———
Safeguard Investment Advisory Group, LLC
N/A—5,020-5,020-100%$1.3M———
Kentucky Retirement Systems
N/A—4,734-4,734-100%$1.2M———
NorthCoast Asset Management LLC
N/A—4,416-4,416-100%$1.1M———
Woodline Partners LP
N/A—4,334-4,334-100%$1.1M———
Janney Montgomery Scott LLC
N/A—4,324-4,324-100%$1.1M———
Jane Street Group, LLC
N/A—4,278-4,278-100%$1.1M———
Caprock Group, LLC
N/A—4,267-4,267-100%$1.1M———
MetLife Investment Management, LLC
N/A—4,190-4,190-100%$1.1M———
Diametric Capital, LP
N/A—4,174-4,174-100%$1.1M———
American Century Companies Inc
N/A—4,161-4,161-100%$1.1M———
Capital International Sarl
N/A—4,143-4,143-100%$1.1M———
Blalock Williams, LLC
N/A—4,093-4,093-100%$1.1M———
Omers Administration Corp
N/A—3,964-3,964-100%$1.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,792-3,792-100%$978.0K———
Rockefeller Capital Management L.P.
N/A—3,763-3,763-100%$970.7K———
Squarepoint Ops LLC
N/A—3,752-3,752-100%$967.7K———
Voloridge Investment Management, LLC
N/A—3,680-3,680-100%$949.1K———
Atlas Capital Advisors Inc.
N/A—3,662-3,662-100%$944.5K———
Baird Financial Group, Inc.
N/A—3,588-3,588-100%$925.4K———
Global Retirement Partners, LLC
N/A—3,577-3,577-100%$922.5K———
Frec Markets, Inc.
N/A—3,570-3,570-100%$920.7K———
Ironwood Investment Counsel, LLC
N/A—3,466-3,466-100%$893.9K———
CIBC Bancorp USA Inc.
N/A—3,389-3,389-100%$874.1K———
AXQ Capital, LP
N/A—3,338-3,338-100%$860.9K———
Summit Trail Advisors, LLC
N/A—3,323-3,323-100%$857.0K———
Gamco Investors, Inc. ET AL
N/A—3,300-3,300-100%$851.1K———
Callan Family Office, LLC
N/A—3,291-3,291-100%$848.7K———
BNP Paribas Asset Management Holding S.A.
N/A—3,253-3,253-100%$839.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—3,194-3,194-100%$823.8K———
Ballentine Partners, LLC
N/A—3,170-3,170-100%$817.6K———
Osaic Holdings, Inc.
N/A—3,161-3,161-100%$815.9K———
First Trust Advisors LP
N/A—3,091-3,091-100%$797.2K———
Capital Analysts, LLC
N/A—3,051-3,051-100%$787.0K———
Vestcor Inc
N/A—3,017-3,017-100%$778.0K———
Commerce Bank
N/A—3,017-3,017-100%$778.1K———
Envestnet Portfolio Solutions, Inc.
N/A—2,937-2,937-100%$757.5K———
HighTower Advisors, LLC
N/A—2,793-2,793-100%$720.4K———
Curi Capital, LLC
N/A—2,793-2,793-100%$720.3K———
MAI Capital Management
N/A—2,778-2,778-100%$716.6K———
Stephens Inc
N/A—2,696-2,696-100%$695.3K———
Westwood Holdings Group Inc
N/A—2,694-2,694-100%$694.8K———
Wealthfront Advisers LLC
N/A—2,693-2,693-100%$694.6K———
Ostrum Asset Management
N/A—2,447-2,447-100%$631.1K———
Nicolet Bankshares Inc
N/A—2,442-2,442-100%$641.3K———
Sequoia Financial Advisors, LLC
N/A—2,384-2,384-100%$614.9K———
Prudential Financial Inc
N/A—2,362-2,362-100%$609.2K———
Arkadios Wealth Advisors
N/A—2,309-2,309-100%$595.4K———
Pitcairn Wealth Advisors LLC
N/A—2,208-2,208-100%$569.5K———
Integrated Wealth Concepts LLC
N/A—2,093-2,093-100%$539.7K———
Fidelis Capital Partners, LLC
N/A—2,052-2,052-100%$529.2K———
Northwestern Mutual Wealth Management Co
N/A—2,008-2,008-100%$517.9K———
Vident Advisory, LLC
N/A—1,983-1,983-100%$511.4K———
CIBC World Market Inc.
N/A—1,979-1,979-100%$510.4K———
Kentucky Retirement Systems Insurance Trust Fund
N/A—1,964-1,964-100%$506.5K———
Aristides Capital LLC
N/A—1,910-1,910-100%$492.6K———
Vestmark Advisory Solutions, Inc.
N/A—1,906-1,906-100%$491.6K———
Transcend Capital Advisors, LLC
N/A—1,845-1,845-100%$475.9K———
Kera Capital Partners, Inc.
N/A—1,830-1,830-100%$472.0K———
KEB Asset Management, LLC
N/A—1,752-1,752-100%$451.7K———
SageView Advisory Group, LLC
N/A—1,711-1,711-100%$441.3K———
Argent Trust Co
N/A—1,610-1,610-100%$415.2K———
Sivia Capital Partners, LLC
N/A—1,517-1,517-100%$391.2K———
Meeder Advisory Services, Inc.
N/A—1,495-1,495-100%$385.6K———
Manufacturers Life Insurance Company, the
N/A—1,488-1,488-100%$383.8K———
Somerville Kurt F
N/A—1,474-1,474-100%$380.2K———
Teacher Retirement System of Texas
N/A—1,444-1,444-100%$372.4K———
Wealth Alliance, LLC
N/A—1,443-1,443-100%$372.2K———
RWA Wealth Partners, LLC
N/A—1,438-1,438-100%$370.9K———
Glenmede Trust Co NA
N/A—1,413-1,413-100%$364.4K———
Beacon Pointe Advisors, LLC
N/A—1,407-1,407-100%$362.9K———
Caisse de Depot ET Placement DU Quebec
N/A—1,394-1,394-100%$359.5K———
Daiichi Life Insurance Co., Ltd.
N/A—1,371-1,371-100%$353.6K———
Atom Investors LP
N/A—1,340-1,340-100%$345.6K———
Neuberger Berman Group LLC
N/A—1,336-1,336-100%$344.5K———
TCW Group Inc
N/A—1,309-1,309-100%$337.6K———
East Coast Asset Management, Llc.
N/A—1,250-1,250-100%$322.4K———
Steward Partners Investment Advisory, LLC
N/A—1,236-1,236-100%$318.9K———
Rothschild Investment LLC
N/A—1,230-1,230-100%$317.2K———
Waverly Advisors, LLC
N/A—1,176-1,176-100%$303.3K———
United Capital Financial Advisors, LLC
N/A—1,166-1,166-100%$300.8K———
Osmosis Investment Management UK Ltd
N/A—1,105-1,105-100%$285.0K———
XTX Topco Ltd
N/A—1,089-1,089-100%$280.9K———
Siemens Fonds Invest GmbH
N/A—1,088-1,088-100%$280.6K———
Boothbay Fund Management, LLC
N/A—1,069-1,069-100%$275.7K———
Leavell Investment Management, Inc.
N/A—1,058-1,058-100%$272.9K———
IFC Advisors LLC
N/A—1,054-1,054-100%$271.8K———
Blue Chip Partners, LLC
N/A—1,022-1,022-100%$263.6K———
Independent Advisor Alliance
N/A—1,000-1,000-100%$258.0K———
OneAscent Financial Services LLC
N/A—970-970-100%$250.3K———
Advisory Services Network, LLC
N/A—950-950-100%$245.1K———
NewEdge Advisors, LLC
N/A—939-939-100%$242.1K———
Proficio Capital Partners LLC
N/A—913-913-100%$235.5K———
Azimuth Capital Investment Management LLC
N/A—902-902-100%$232.6K———
Haverford Trust Co
N/A—886-886-100%$228.5K———
Voya Financial Advisors, Inc.
N/A—885-885-100%$225.2K———
Ellevest, Inc.
N/A—873-873-100%$225.2K———
First Manhattan Co. Llc.
N/A—870-870-100%$224.4K———
Roble, Belko & Company, Inc
N/A—847-847-100%$218.0K———
Evolve Private Wealth, LLC
N/A—829-829-100%$213.8K———
Summit Financial, LLC
N/A—825-825-100%$212.8K———
Chevy Chase Trust Holdings, LLC
N/A—820-820-100%$211.5K———
Employees Retirement System of Texas
N/A—817-817-100%$211.0K———
Orion Porfolio Solutions, LLC
N/A—811-811-100%$209.1K———
Spinnaker Trust
N/A—810-810-100%$208.9K———
Bull Harbor Capital LLC
N/A—807-807-100%$208.1K———
EP Wealth Advisors, LLC
N/A—739-739-100%$190.7K———
Crewe Advisors LLC
N/A—702-702-100%$181.1K———
LRI Investments, LLC
N/A—574-574-100%$148.0K———
Federated Hermes, Inc.
N/A—556-556-100%$143.4K———
GW&K Investment Management, LLC
N/A—540-540-100%$139.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—530-530-100%$136.7K———
Smartleaf Asset Management LLC
N/A—517-517-100%$131.6K———
FIL Ltd
N/A—480-480-100%$123.8K———
CVA Family Office, LLC
N/A—452-452-100%$116.6K———
Ossiam
N/A—409-409-100%$105.5K———
Whittier Trust Co
N/A—387-387-100%$101.6K———
Whittier Trust Co of Nevada Inc
N/A—360-360-100%$92.7K———
Lazard Asset Management LLC
N/A—349-349-100%$90.0K———
Heritage Wealth Advisors
N/A—300-300-100%$77.3K———
Virtus Advisers, LLC
N/A—276-276-100%$71.2K———
Johnson Financial Group, Inc.
N/A—247-247-100%$63.7K———
Persistent Asset Partners Ltd
N/A—245-245-100%$63.2K———
Harbour Investments, Inc.
N/A—188-188-100%$48.5K———
Anchor Investment Management, LLC
N/A—188-188-100%$48.5K———
Quarry LP
N/A—185-185-100%$47.7K———
BFC Planning, Inc.
N/A—161-161-100%$41.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—160-160-100%$41.3K———
Harborfront Financial Group LLC
N/A—142-142-100%$36.6K———
Harvest Fund Management Co., Ltd
N/A—135-135-100%$35.0K———
Truvestments Capital LLC
N/A—108-108-100%$27.9K———
Frazier Financial Advisors, LLC
N/A—106-106-100%$27.3K———
Quent Capital, LLC
N/A—102-102-100%$26.3K———
Caldwell Sutter Capital, Inc.
N/A—100-100-100%$25.8K———
Transamerica Financial Advisors, LLC
N/A—95-95-100%$24.5K———
Aster Capital Management (Difc) Ltd
N/A—92-92-100%$23.7K———
Keating Financial Advisory Services, Inc.
N/A—92-92-100%$23.7K———
Sittner & Nelson, LLC
N/A—89-89-100%$23.0K———
Tower Research Capital LLC (TRC)
N/A—53-53-100%$13.7K———
Edmond de Rothschild Holding S.A.
N/A—50-50-100%$12.9K———
Smithfield Trust Co
N/A—50-50-100%$13.0K———
Continuum Advisory, LLC
N/A—46-46-100%$11.9K———
Rialto Wealth Management, LLC
N/A—39-39-100%$10.1K———
Delta Asset Management LLC
N/A—36-36-100%$9.3K———
Accent Capital Management, LLC
N/A—34-34-100%$8.8K———
Fiduciary Financial Advisors
N/A—31-31-100%$7.2K———
Bogart Wealth, LLC
N/A—30-30-100%$7.7K———
Basecamp Wealth Advisors LLC
N/A—28-28-100%$7.2K———
Raffa Wealth Management, LLC
N/A—24-24-100%$6.2K———
JPL Wealth Management, LLC
N/A—24-24-100%$6.2K———
Ameriflex Group, Inc.
N/A—21-21-100%$5.4K———
Dunhill Financial, LLC
N/A—19-19-100%$4.9K———
SHP Wealth Management
N/A—19-19-100%$5.0K———
Park Place Capital Corp
N/A—19-19-100%$4.9K———
Nova Wealth Management, Inc.
N/A—18-18-100%$4.6K———
Synergy Investment Management, LLC
N/A—18-18-100%$4.6K———
Webster Bank, N. A.
N/A—17-17-100%$4.4K———
SouthState Bank Corp
N/A—17-17-100%$4.4K———
Hantz Financial Services, Inc.
N/A—11-11-100%$3———
HM Payson & Co
N/A—10-10-100%$2.6K———
Penserra Capital Management LLC
N/A—9-9-100%$2———
HFM Investment Advisors, LLC
N/A—6-6-100%$1.5K———
S&T Bank
N/A—6-6-100%$1.5K———
Logan Capital Management Inc
N/A—5-5-100%$1.3K———
1015 Capital Partners, LLC
N/A—2-2-100%$516———
Highland Investment Advisors LLC
N/A—2-2-100%$516———
Seneschal Advisors, LLC
N/A—1-1-100%$258———
Cordant, Inc.
N/A—1-1-100%$344———
Darwin Wealth Management, LLC
N/A—00—$252———
Showing 709 of 709 institutions