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Helios Technologies Inc (HLIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares1,518,477 from 1,549,341
Change-30,864 (-2%)
Value$103.1M (-$35.1M)
Filed 2026-11-04
Sara-Bay Financial
DECREASED
Shares1,144,984 from 1,146,658
Change-1,674 (0%)
Value$77.8M (-$24.6M)
Filed 2026-10-21
Geode Capital Management, LLC
DECREASED
Shares970,530 from 979,448
Change-8,918 (-1%)
Value$65.9M (-$21.5M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares914,199 from 918,909
Change-4,710 (-1%)
Value$62.1M (-$19.9M)
Filed 2026-11-05
Conestoga Capital Advisors, LLC
DECREASED
Shares837,738 from 1,084,345
Change-246,607 (-23%)
Value$56.9M (-$39.9M)
Filed 2026-11-02
Aberdeen Group plc
DECREASED
Shares383,699 from 397,396
Change-13,697 (-3%)
Value$26.1M (-$9.4M)
Filed 2026-11-06
Royce & Associates LP
DECREASED
Shares249,145 from 252,199
Change-3,054 (-1%)
Value$16.9M (-$5.6M)
Filed 2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares240,880 from 52,377
Change+188,503 (+360%)
Value$16.6M (+$12.2M)
Filed 2026-11-04
MacKenzie Financial Corp
INCREASED
Shares225,007 from 138,268
Change+86,739 (+63%)
Value$15.3M (+$2.9M)
Filed 2026-11-02
Leeward Investments, LLC - MA
DECREASED
Shares197,207 from 209,025
Change-11,818 (-6%)
Value$13.4M (-$5.3M)
Filed 2026-10-23
Bank of New York Mellon Corp
DECREASED
Shares157,232 from 167,182
Change-9,950 (-6%)
Value$10.7M (-$4.2M)
Filed 2026-11-05
Congress Asset Management Co
INCREASED
Shares152,142 from 125,225
Change+26,917 (+21%)
Value$10.3M (-$842.8K)
Filed 2026-10-06
Russell Investments Group, Ltd.
INCREASED
Shares111,456 from 97,433
Change+14,023 (+14%)
Value$7.6M (-$1.1M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares105,478 from 109,729
Change-4,251 (-4%)
Value$7.2M (-$2.6M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares80,676 from 20,362
Change+60,314 (+296%)
Value$5.5M (+$3.7M)
Filed 2026-11-04
SG Capital Management LLC
NEW
Shares73,118
Change+73,118
Value$5.0M
Filed 2026-11-06
Nordea Investment Management AB
INCREASED
Shares70,367 from 8,644
Change+61,723 (+714%)
Value$4.8M (+$4.0M)
Filed 2026-11-09
Squarepoint Ops LLC
INCREASED
Shares65,198 from 36,983
Change+28,215 (+76%)
Value$4.4M (+$1.1M)
Filed 2026-11-09
Principal Financial Group Inc
NEW
Shares63,944
Change+63,944
Value$4.3M
Filed 2026-11-02
King Luther Capital Management Corp
INCREASED
Shares61,888 from 60,939
Change+949 (+2%)
Value$4.2M (-$1.2M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares51,096 from 49,668
Change+1,428 (+3%)
Value$3.5M (-$962.4K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares45,432 from 44,392
Change+1,040 (+2%)
Value$3.1M (-$876.2K)
Filed 2026-10-15
Granite Investment Partners, LLC
DECREASED
Shares43,631 from 46,736
Change-3,105 (-7%)
Value$3.0M (-$1.2M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares41,413 from 6,177
Change+35,236 (+570%)
Value$2.8M (+$2.3M)
Filed 2026-11-06
Knights of Columbus Asset Advisors LLC
INCREASED
Shares38,417 from 38,268
Change+149 (+0%)
Value$2.6M (-$806.1K)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares31,833 from 34,523
Change-2,690 (-8%)
Value$2.2M (-$919.1K)
Filed 2026-11-06
NFJ Investment Group, LLC
DECREASED
Shares31,501 from 31,541
Change-40 (0%)
Value$2.1M (-$675.5K)
Filed 2026-11-09
Pinnacle Associates LTD
INCREASED
Shares29,626 from 28,763
Change+863 (+3%)
Value$2.0M (-$554.9K)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
INCREASED
Shares27,949 from 25,343
Change+2,606 (+10%)
Value$1.9M (-$364.0K)
Filed 2026-10-22
Virginia Retirement Systems ET Al
DECREASED
Shares25,100 from 30,000
Change-4,900 (-16%)
Value$1.7M (-$972.7K)
Filed 2026-10-28
Strs Ohio
INCREASED
Shares19,200 from 13,400
Change+5,800 (+43%)
Value$1.3M (+$108.1K)
Filed 2026-10-30
Jackson Creek Investment Advisors LLC
DECREASED
Shares18,018 from 18,037
Change-19 (0%)
Value$1.2M (+$1.2M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
INCREASED
Shares15,370 from 14,648
Change+722 (+5%)
Value$1.0M (-$263.4K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares14,702 from 13,716
Change+986 (+7%)
Value$998.5K (-$225.6K)
Filed 2026-11-06
CenterBook Partners LP
NEW
Shares13,645
Change+13,645
Value$926.8K
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares12,182 from 12,816
Change-634 (-5%)
Value$827.4K (-$316.4K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares12,158 from 10,564
Change+1,594 (+15%)
Value$825.8K (-$117.1K)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares11,092 from 15,208
Change-4,116 (-27%)
Value$753.4K (-$603.9K)
Filed 2026-11-05
Inspire Investing, LLC
INCREASED
Shares9,389 from 7,618
Change+1,771 (+23%)
Value$637.7K (-$42.2K)
Filed 2026-10-22
Arizona State Retirement System
INCREASED
Shares9,311 from 9,135
Change+176 (+2%)
Value$632.4K (-$182.9K)
Filed 2026-11-03
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares9,253 from 9,849
Change-596 (-6%)
Value$628.5K (-$250.6K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,726 from 6,248
Change+1,478 (+24%)
Value$525.0K (+$24.9K)
Filed 2026-10-13
Aviance Capital Partners, LLC
UNCHANGED
Shares7,087 from 7,087
Change0 (0%)
Value$481.3K (-$151.2K)
Filed 2026-10-29
Clean Yield Group
UNCHANGED
Shares5,807 from 5,807
Change0 (0%)
Value$394.4K (-$123.9K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
NEW
Shares5,609
Change+5,609
Value$381.0K
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares5,510 from 5,597
Change-87 (-2%)
Value$374.2K (-$125.3K)
Filed 2026-10-23
Pictet Asset Management Holding SA
UNCHANGED
Shares5,372 from 5,372
Change0 (0%)
Value$364.9K (-$114.6K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
INCREASED
Shares4,754 from 3,713
Change+1,041 (+28%)
Value$322.9K (-$8.5K)
Filed 2026-10-13
111 Capital
NEW
Shares4,375
Change+4,375
Value$297.2K
Filed 2026-11-03
R Squared Ltd
DECREASED
Shares4,235 from 4,419
Change-184 (-4%)
Value$287.6K (-$106.8K)
Filed 2026-11-06
ProShare Advisors LLC
DECREASED
Shares4,192 from 4,373
Change-181 (-4%)
Value$284.7K (-$105.6K)
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares3,994 from 3,387
Change+607 (+18%)
Value$271.3K (-$31.1K)
Filed 2026-11-09
Xponance LLC
DECREASED
Shares3,802 from 3,879
Change-77 (-2%)
Value$258.2K (-$88.0K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares3,780 from 3,762
Change+18 (+0%)
Value$256.7K (-$79.0K)
Filed 2026-11-06
Swiss Life Asset Management Ltd
UNCHANGED
Shares3,770 from 3,770
Change0 (0%)
Value$256.1K (-$80.4K)
Filed 2026-11-03
Semanteon Capital Management, LP
NEW
Shares3,755
Change+3,755
Value$255.0K
Filed 2026-11-09
Fifth Third Wealth Advisors LLC
NEW
Shares3,681
Change+3,681
Value$250.0K
Filed 2026-10-22
MQS Management LLC
NEW
Shares3,188
Change+3,188
Value$216.5K
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED
Shares2,883 from 126
Change+2,757 (+2188%)
Value$195.8K (+$184.6K)
Filed 2026-10-29
Acadian Asset Management LLC
DECREASED
Shares2,786 from 4,649
Change-1,863 (-40%)
Value$188.0K (-$224.0K)
Filed 2026-11-09
State of Alaska, Department of Revenue
DECREASED
Shares1,538 from 1,848
Change-310 (-17%)
Value$104.0K (-$60.0K)
Filed 2026-10-15
KBC Group NV
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$91.0K (-$28.0K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares1,199 from 1,077
Change+122 (+11%)
Value$81.4K (-$14.7K)
Filed 2026-10-02
Farther Finance Advisors, LLC
INCREASED
Shares1,134 from 542
Change+592 (+109%)
Value$77.0K (+$28.6K)
Filed 2026-10-08
Bayforest Capital Ltd
DECREASED
Shares988 from 2,796
Change-1,808 (-65%)
Value$67.1K (-$182.4K)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$47.5K (-$14.9K)
Filed 2026-10-14
Sterling Capital Management LLC
DECREASED
Shares698 from 10,343
Change-9,645 (-93%)
Value$47.4K (-$875.7K)
Filed 2026-10-22
Bessemer Group Inc
DECREASED
Shares690 from 1,277
Change-587 (-46%)
Value$32.0K (-$81.0K)
Filed 2026-11-09
Signaturefd, LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$33.0K (-$10.4K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares451 from 450
Change+1 (+0%)
Value$40.2K (+$89)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares410 from 418
Change-8 (-2%)
Value$27.8K (-$9.5K)
Filed 2026-11-06
State of Wyoming
DECREASED
Shares390 from 2,325
Change-1,935 (-83%)
Value$26.5K (-$181.0K)
Filed 2026-10-28
Harbour Investments, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$25.8K (-$8.1K)
Filed 2026-11-09
Parallel Advisors, LLC
INCREASED
Shares356 from 325
Change+31 (+10%)
Value$24.2K (-$4.8K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares334 from 284
Change+50 (+18%)
Value$22.7K (-$2.7K)
Filed 2026-10-08
Nykredit A/S
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$22.5K (-$7.1K)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$21.8K (-$6.8K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares259 from 327
Change-68 (-21%)
Value$17.6K (-$11.6K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$17.0K (-$5.3K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$13.2K (-$4.1K)
Filed 2026-10-27
Salomon & Ludwin, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.2K (-$2.5K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares147
Change+147
Value$10.0K
Filed 2026-10-21
SBI Securities Co., Ltd.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.8K (-$2.1K)
Filed 2026-10-22
New York State Teachers Retirement System
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7 (-$9.0K)
Filed 2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$6.0K (-$1.9K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares69 from 53
Change+16 (+30%)
Value$4.7K (-$44)
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares59 from 13
Change+46 (+354%)
Value$4.0K (+$2.8K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares54 from 48
Change+6 (+13%)
Value$3.7K (-$616)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$3.7K (-$1.2K)
Filed 2026-10-05
Geneos Wealth Management Inc.
NEW
Shares48
Change+48
Value$3.3K
Filed 2026-11-09
Clark Wealth Partners
NEW
Shares37
Change+37
Value$2.5K
Filed 2026-10-19
Fortitude Family Office, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.4K (-$768)
Filed 2026-10-14
Bare Financial Services, Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.4K (-$768)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares34
Change+34
Value$2.3K
Filed 2026-11-03
Essential Partners LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.0K (-$640)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares29
Change+29
Value$2.0K
Filed 2026-10-28
Provenance Wealth Advisors, LLC
NEW
Shares26
Change+26
Value$1.8K
Filed 2026-10-30
Mather Group, Llc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.7K (-$533)
Filed 2026-10-14
Private Wealth Management Group, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.3K (-$405)
Filed 2026-10-19
IFP Advisors, Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.2K (-$362)
Filed 2026-10-16
Bell Investment Advisors, Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.2K (-$363)
Filed 2026-10-29
Quent Capital, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$759 (-$669)
Filed 2026-11-09
True Wealth Design, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.1K (-$341)
Filed 2026-10-13
WPG Advisers, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.0K (-$320)
Filed 2026-10-27
Hughes Financial Services, LLC
NEW
Shares14
Change+14
Value$956
Filed 2026-10-30
Silver Grove Financial Group, Inc.
NEW
Shares8
Change+8
Value$543
Filed 2026-11-05
Burk Holdings LLC
NEW
Shares7
Change+7
Value$475
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares5 from 8
Change-3 (-37%)
Value$0 (-$1)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$340 (-$106)
Filed 2026-10-21
William Blair Investment Management, LLC
CLOSED
Shares0 from 834,221
Change-834,221 (-100%)
Value$0 (-$74.5M)
Filed 2026-11-06
Wasatch Advisors LP
CLOSED
Shares0 from 660,085
Change-660,085 (-100%)
Value$0 (-$58.9M)
Filed 2026-10-13
Ceredex Value Advisors LLC
CLOSED
Shares0 from 119,900
Change-119,900 (-100%)
Value$0 (-$10.7M)
Filed 2026-11-09
D.A. Davidson & Co.
CLOSED
Shares0 from 26,805
Change-26,805 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-28
B. Metzler seel. Sohn & Co. AG
CLOSED
Shares0 from 15,966
Change-15,966 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-30
Intech Investment Management LLC
CLOSED
Shares0 from 8,229
Change-8,229 (-100%)
Value$0 (-$734.4K)
Filed 2026-11-09
Keybank National Association
CLOSED
Shares0 from 4,968
Change-4,968 (-100%)
Value$0 (-$443.4K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 4,880
Change-4,880 (-100%)
Value$0 (-$435.5K)
Filed 2026-10-16
Legacy Wealth Asset Management, LLC
CLOSED
Shares0 from 4,086
Change-4,086 (-100%)
Value$0 (-$364.7K)
Filed 2026-10-09
Jackson Square Capital, LLC
CLOSED
Shares0 from 3,304
Change-3,304 (-100%)
Value$0 (-$294.9K)
Filed 2026-10-19
Amundi
CLOSED
Shares0 from 2,713
Change-2,713 (-100%)
Value$0 (-$242.1K)
Filed 2026-11-06
Isthmus Partners, LLC
CLOSED
Shares0 from 2,668
Change-2,668 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-21
Marco Investment Management LLC
CLOSED
Shares0 from 2,557
Change-2,557 (-100%)
Value$0 (-$228.2K)
Filed 2026-11-09
Tokio Marine Asset Management Co LTD
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$81.2K)
Filed 2026-10-26
Summit Securities Group LLC
CLOSED
Shares0 from 415
Change-415 (-100%)
Value$0 (-$37.0K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$18.5K)
Filed 2026-11-06
Parkside Financial Bank & Trust
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-07
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$536)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares0 from 4
Change-4 (-100%)
Value$2 (-$371)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 2,592,872
Change-2,592,872 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,641,106
Change-1,641,106 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,462,106
Change-1,462,106 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,083,038
Change-1,083,038 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 977,554
Change-977,554 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 887,417
Change-887,417 (-100%)
Value—
State Street Corp
N/A
Shares— from 841,953
Change-841,953 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 779,227
Change-779,227 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 761,883
Change-761,883 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 743,426
Change-743,426 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 718,688
Change-718,688 (-100%)
Value—
ACK Asset Management LLC
N/A
Shares— from 681,000
Change-681,000 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 507,047
Change-507,047 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 449,107
Change-449,107 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 411,128
Change-411,128 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 408,245
Change-408,245 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 407,860
Change-407,860 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 395,605
Change-395,605 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 334,725
Change-334,725 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 299,426
Change-299,426 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 283,541
Change-283,541 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 270,566
Change-270,566 (-100%)
Value—
FMR LLC
N/A
Shares— from 269,417
Change-269,417 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 222,678
Change-222,678 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 222,079
Change-222,079 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 218,478
Change-218,478 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 201,486
Change-201,486 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 182,632
Change-182,632 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 181,107
Change-181,107 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 168,281
Change-168,281 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 165,273
Change-165,273 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 151,333
Change-151,333 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 145,455
Change-145,455 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 141,953
Change-141,953 (-100%)
Value—
UBS Group AG
N/A
Shares— from 137,859
Change-137,859 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 126,040
Change-126,040 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 125,409
Change-125,409 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 109,843
Change-109,843 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 99,109
Change-99,109 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 94,566
Change-94,566 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 83,114
Change-83,114 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 82,141
Change-82,141 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 75,187
Change-75,187 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 72,014
Change-72,014 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 66,400
Change-66,400 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 64,703
Change-64,703 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 64,251
Change-64,251 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 60,362
Change-60,362 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 56,469
Change-56,469 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 55,819
Change-55,819 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 52,643
Change-52,643 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 52,263
Change-52,263 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 48,684
Change-48,684 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 45,397
Change-45,397 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 44,734
Change-44,734 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 43,017
Change-43,017 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 40,650
Change-40,650 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 40,031
Change-40,031 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 39,709
Change-39,709 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 39,439
Change-39,439 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 38,750
Change-38,750 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 37,271
Change-37,271 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 34,170
Change-34,170 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 31,776
Change-31,776 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 31,260
Change-31,260 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 31,240
Change-31,240 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 30,760
Change-30,760 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 30,627
Change-30,627 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 28,461
Change-28,461 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 26,961
Change-26,961 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 26,196
Change-26,196 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 24,922
Change-24,922 (-100%)
Value—
Norges Bank
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 24,217
Change-24,217 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 24,100
Change-24,100 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,680
Change-22,680 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,174
Change-22,174 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 20,436
Change-20,436 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 20,091
Change-20,091 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 20,083
Change-20,083 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 19,592
Change-19,592 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 19,363
Change-19,363 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 19,133
Change-19,133 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 18,303
Change-18,303 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 17,621
Change-17,621 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 17,145
Change-17,145 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 15,376
Change-15,376 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 14,061
Change-14,061 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 13,011
Change-13,011 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 12,837
Change-12,837 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 11,959
Change-11,959 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10,970
Change-10,970 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 10,166
Change-10,166 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,025
Change-10,025 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 9,862
Change-9,862 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 9,295
Change-9,295 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 9,144
Change-9,144 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 8,224
Change-8,224 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 7,901
Change-7,901 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,285
Change-7,285 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 7,107
Change-7,107 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,048
Change-7,048 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 6,684
Change-6,684 (-100%)
Value—
Quantedge Capital Pte Ltd
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 6,389
Change-6,389 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 6,290
Change-6,290 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 5,559
Change-5,559 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 4,893
Change-4,893 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 866
Change-866 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 742
Change-742 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 480
Change-480 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 393
Change-393 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 216
Change-216 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 171
Change-171 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 160
Change-160 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 78
Change-78 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 68
Change-68 (-100%)
Value—
Quarry LP
N/A
Shares— from 33
Change-33 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED1,518,4771,549,341-30,864-2%$138.3M$103.1M-$35.1M2026-11-04
Sara-Bay Financial
DECREASED1,144,9841,146,658-1,6740%$102.3M$77.8M-$24.6M2026-10-21
Geode Capital Management, LLC
DECREASED970,530979,448-8,918-1%$87.4M$65.9M-$21.5M2026-11-06
Thrivent Financial for Lutherans
DECREASED914,199918,909-4,710-1%$82.0M$62.1M-$19.9M2026-11-05
Conestoga Capital Advisors, LLC
DECREASED837,7381,084,345-246,607-23%$96.8M$56.9M-$39.9M2026-11-02
Aberdeen Group plc
DECREASED383,699397,396-13,697-3%$35.5M$26.1M-$9.4M2026-11-06
Royce & Associates LP
DECREASED249,145252,199-3,054-1%$22.5M$16.9M-$5.6M2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED240,88052,377+188,503+360%$4.4M$16.6M+$12.2M2026-11-04
MacKenzie Financial Corp
INCREASED225,007138,268+86,739+63%$12.3M$15.3M+$2.9M2026-11-02
Leeward Investments, LLC - MA
DECREASED197,207209,025-11,818-6%$18.7M$13.4M-$5.3M2026-10-23
Bank of New York Mellon Corp
DECREASED157,232167,182-9,950-6%$14.9M$10.7M-$4.2M2026-11-05
Congress Asset Management Co
INCREASED152,142125,225+26,917+21%$11.2M$10.3M-$842.8K2026-10-06
Russell Investments Group, Ltd.
INCREASED111,45697,433+14,023+14%$8.7M$7.6M-$1.1M2026-11-06
Fifth Third Bancorp
DECREASED105,478109,729-4,251-4%$9.8M$7.2M-$2.6M2026-11-05
Citigroup Inc
INCREASED80,67620,362+60,314+296%$1.8M$5.5M+$3.7M2026-11-04
SG Capital Management LLC
NEW73,118—+73,118——$5.0M—2026-11-06
Nordea Investment Management AB
INCREASED70,3678,644+61,723+714%$782.3K$4.8M+$4.0M2026-11-09
Squarepoint Ops LLC
INCREASED65,19836,983+28,215+76%$3.3M$4.4M+$1.1M2026-11-09
Principal Financial Group Inc
NEW63,944—+63,944——$4.3M—2026-11-02
King Luther Capital Management Corp
INCREASED61,88860,939+949+2%$5.4M$4.2M-$1.2M2026-11-05
Creative Planning
INCREASED51,09649,668+1,428+3%$4.4M$3.5M-$962.4K2026-11-02
GHP Investment Advisors, Inc.
INCREASED45,43244,392+1,040+2%$4.0M$3.1M-$876.2K2026-10-15
Granite Investment Partners, LLC
DECREASED43,63146,736-3,105-7%$4.2M$3.0M-$1.2M2026-11-04
Barclays PLC
INCREASED41,4136,177+35,236+570%$551.3K$2.8M+$2.3M2026-11-06
Knights of Columbus Asset Advisors LLC
INCREASED38,41738,268+149+0%$3.4M$2.6M-$806.1K2026-11-05
Deutsche Bank Ag\
DECREASED31,83334,523-2,690-8%$3.1M$2.2M-$919.1K2026-11-06
NFJ Investment Group, LLC
DECREASED31,50131,541-400%$2.8M$2.1M-$675.5K2026-11-09
Pinnacle Associates LTD
INCREASED29,62628,763+863+3%$2.6M$2.0M-$554.9K2026-10-20
Harbor Capital Advisors, Inc.
INCREASED27,94925,343+2,606+10%$2.3M$1.9M-$364.0K2026-10-22
Virginia Retirement Systems ET Al
DECREASED25,10030,000-4,900-16%$2.7M$1.7M-$972.7K2026-10-28
Strs Ohio
INCREASED19,20013,400+5,800+43%$1.2M$1.3M+$108.1K2026-10-30
Jackson Creek Investment Advisors LLC
DECREASED18,01818,037-190%$1.4K$1.2M+$1.2M2026-11-04
State of New Jersey Common Pension Fund D
INCREASED15,37014,648+722+5%$1.3M$1.0M-$263.4K2026-11-05
LPL Financial LLC
INCREASED14,70213,716+986+7%$1.2M$998.5K-$225.6K2026-11-06
CenterBook Partners LP
NEW13,645—+13,645——$926.8K—2026-11-02
Commonwealth Equity Services, LLC
DECREASED12,18212,816-634-5%$1.1M$827.4K-$316.4K2026-11-02
Nisa Investment Advisors, LLC
INCREASED12,15810,564+1,594+15%$942.8K$825.8K-$117.1K2026-10-20
US Bancorp \de\
DECREASED11,09215,208-4,116-27%$1.4M$753.4K-$603.9K2026-11-05
Inspire Investing, LLC
INCREASED9,3897,618+1,771+23%$679.9K$637.7K-$42.2K2026-10-22
Arizona State Retirement System
INCREASED9,3119,135+176+2%$815.3K$632.4K-$182.9K2026-11-03
Police & Firemen's Retirement System of New Jersey
DECREASED9,2539,849-596-6%$879.0K$628.5K-$250.6K2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED7,7266,248+1,478+24%$500.0K$525.0K+$24.9K2026-10-13
Aviance Capital Partners, LLC
UNCHANGED7,0877,08700%$632.5K$481.3K-$151.2K2026-10-29
Clean Yield Group
UNCHANGED5,8075,80700%$518.3K$394.4K-$123.9K2026-10-28
Elevation Point Wealth Partners, LLC
NEW5,609—+5,609——$381.0K—2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED5,5105,597-87-2%$499.5K$374.2K-$125.3K2026-10-23
Pictet Asset Management Holding SA
UNCHANGED5,3725,37200%$479.5K$364.9K-$114.6K2026-11-03
Contravisory Investment Management, Inc.
INCREASED4,7543,713+1,041+28%$331.4K$322.9K-$8.5K2026-10-13
111 Capital
NEW4,375—+4,375——$297.2K—2026-11-03
R Squared Ltd
DECREASED4,2354,419-184-4%$394.4K$287.6K-$106.8K2026-11-06
ProShare Advisors LLC
DECREASED4,1924,373-181-4%$390.3K$284.7K-$105.6K2026-10-29
Compound Planning, Inc.
INCREASED3,9943,387+607+18%$302.3K$271.3K-$31.1K2026-11-09
Xponance LLC
DECREASED3,8023,879-77-2%$346.2K$258.2K-$88.0K2026-11-03
Clearstead Advisors, LLC
INCREASED3,7803,762+18+0%$335.8K$256.7K-$79.0K2026-11-06
Swiss Life Asset Management Ltd
UNCHANGED3,7703,77000%$336.5K$256.1K-$80.4K2026-11-03
Semanteon Capital Management, LP
NEW3,755—+3,755——$255.0K—2026-11-09
Fifth Third Wealth Advisors LLC
NEW3,681—+3,681——$250.0K—2026-10-22
MQS Management LLC
NEW3,188—+3,188——$216.5K—2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED2,883126+2,757+2188%$11.2K$195.8K+$184.6K2026-10-29
Acadian Asset Management LLC
DECREASED2,7864,649-1,863-40%$412.0K$188.0K-$224.0K2026-11-09
State of Alaska, Department of Revenue
DECREASED1,5381,848-310-17%$164.0K$104.0K-$60.0K2026-10-15
KBC Group NV
UNCHANGED1,3331,33300%$119.0K$91.0K-$28.0K2026-10-22
Versant Capital Management, Inc
INCREASED1,1991,077+122+11%$96.1K$81.4K-$14.7K2026-10-02
Farther Finance Advisors, LLC
INCREASED1,134542+592+109%$48.4K$77.0K+$28.6K2026-10-08
Bayforest Capital Ltd
DECREASED9882,796-1,808-65%$249.5K$67.1K-$182.4K2026-11-03
Triumph Capital Management
UNCHANGED70070000%$62.5K$47.5K-$14.9K2026-10-14
Sterling Capital Management LLC
DECREASED69810,343-9,645-93%$923.1K$47.4K-$875.7K2026-10-22
Bessemer Group Inc
DECREASED6901,277-587-46%$113.0K$32.0K-$81.0K2026-11-09
Signaturefd, LLC
UNCHANGED48648600%$43.4K$33.0K-$10.4K2026-10-23
Allworth Financial LP
INCREASED451450+1+0%$40.1K$40.2K+$892026-11-06
PNC Financial Services Group, Inc.
DECREASED410418-8-2%$37.3K$27.8K-$9.5K2026-11-06
State of Wyoming
DECREASED3902,325-1,935-83%$207.5K$26.5K-$181.0K2026-10-28
Harbour Investments, Inc.
UNCHANGED38038000%$33.9K$25.8K-$8.1K2026-11-09
Parallel Advisors, LLC
INCREASED356325+31+10%$29.0K$24.2K-$4.8K2026-11-03
Gamma Investing LLC
INCREASED334284+50+18%$25.3K$22.7K-$2.7K2026-10-08
Nykredit A/S
UNCHANGED33133100%$29.5K$22.5K-$7.1K2026-11-06
Creative Financial Designs Inc
UNCHANGED32132100%$28.6K$21.8K-$6.8K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED259327-68-21%$29.2K$17.6K-$11.6K2026-11-04
Barrett & Company, Inc.
UNCHANGED25025000%$22.3K$17.0K-$5.3K2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED19419400%$17.3K$13.2K-$4.1K2026-10-27
Salomon & Ludwin, LLC
UNCHANGED15015000%$12.7K$10.2K-$2.5K2026-10-29
Root Financial Partners, LLC
NEW147—+147——$10.0K—2026-10-21
SBI Securities Co., Ltd.
UNCHANGED10010000%$8.9K$6.8K-$2.1K2026-10-22
New York State Teachers Retirement System
UNCHANGED10010000%$9.0K$7-$9.0K2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED888800%$7.9K$6.0K-$1.9K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED6953+16+30%$4.7K$4.7K-$442026-10-20
SJS Investment Consulting Inc.
INCREASED5913+46+354%$1.2K$4.0K+$2.8K2026-10-26
Larson Financial Group LLC
INCREASED5448+6+13%$4.3K$3.7K-$6162026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED545400%$4.8K$3.7K-$1.2K2026-10-05
Geneos Wealth Management Inc.
NEW48—+48——$3.3K—2026-11-09
Clark Wealth Partners
NEW37—+37——$2.5K—2026-10-19
Fortitude Family Office, LLC
UNCHANGED363600%$3.2K$2.4K-$7682026-10-14
Bare Financial Services, Inc
UNCHANGED363600%$3.2K$2.4K-$7682026-11-04
Ascentis Wealth Management, LLC
NEW34—+34——$2.3K—2026-11-03
Essential Partners LLC
UNCHANGED303000%$2.7K$2.0K-$6402026-10-14
Mowery & Schoenfeld Wealth Management, LLC
NEW29—+29——$2.0K—2026-10-28
Provenance Wealth Advisors, LLC
NEW26—+26——$1.8K—2026-10-30
Mather Group, Llc.
UNCHANGED252500%$2.2K$1.7K-$5332026-10-14
Private Wealth Management Group, LLC
UNCHANGED191900%$1.7K$1.3K-$4052026-10-19
IFP Advisors, Inc
UNCHANGED171700%$1.5K$1.2K-$3622026-10-16
Bell Investment Advisors, Inc
UNCHANGED171700%$1.5K$1.2K-$3632026-10-29
Quent Capital, LLC
UNCHANGED161600%$1.4K$759-$6692026-11-09
True Wealth Design, LLC
UNCHANGED161600%$1.4K$1.1K-$3412026-10-13
WPG Advisers, LLC
UNCHANGED151500%$1.3K$1.0K-$3202026-10-27
Hughes Financial Services, LLC
NEW14—+14——$956—2026-10-30
Silver Grove Financial Group, Inc.
NEW8—+8——$543—2026-11-05
Burk Holdings LLC
NEW7—+7——$475—2026-11-05
Covestor Ltd
DECREASED58-3-37%$1$0-$12026-10-30
Assetmark, Inc
UNCHANGED5500%$446$340-$1062026-10-21
William Blair Investment Management, LLC
CLOSED0834,221-834,221-100%$74.5M$0-$74.5M2026-11-06
Wasatch Advisors LP
CLOSED0660,085-660,085-100%$58.9M$0-$58.9M2026-10-13
Ceredex Value Advisors LLC
CLOSED0119,900-119,900-100%$10.7M$0-$10.7M2026-11-09
D.A. Davidson & Co.
CLOSED026,805-26,805-100%$2.4M$0-$2.4M2026-10-28
B. Metzler seel. Sohn & Co. AG
CLOSED015,966-15,966-100%$1.4M$0-$1.4M2026-10-30
Intech Investment Management LLC
CLOSED08,229-8,229-100%$734.4K$0-$734.4K2026-11-09
Keybank National Association
CLOSED04,968-4,968-100%$443.4K$0-$443.4K2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED04,880-4,880-100%$435.5K$0-$435.5K2026-10-16
Legacy Wealth Asset Management, LLC
CLOSED04,086-4,086-100%$364.7K$0-$364.7K2026-10-09
Jackson Square Capital, LLC
CLOSED03,304-3,304-100%$294.9K$0-$294.9K2026-10-19
Amundi
CLOSED02,713-2,713-100%$242.1K$0-$242.1K2026-11-06
Isthmus Partners, LLC
CLOSED02,668-2,668-100%$238.1K$0-$238.1K2026-10-21
Marco Investment Management LLC
CLOSED02,557-2,557-100%$228.2K$0-$228.2K2026-11-09
Tokio Marine Asset Management Co LTD
CLOSED0910-910-100%$81.2K$0-$81.2K2026-10-26
Summit Securities Group LLC
CLOSED0415-415-100%$37.0K$0-$37.0K2026-11-05
Institute for Wealth Management, Llc.
CLOSED0207-207-100%$18.5K$0-$18.5K2026-11-06
Parkside Financial Bank & Trust
CLOSED058-58-100%$5.2K$0-$5.2K2026-10-27
Wealth Enhancement Trust Services, Inc.
CLOSED013-13-100%$1.2K$0-$1.2K2026-10-07
Strengthening Families & Communities, LLC
CLOSED06-6-100%$536$0-$5362026-10-21
Cullen T Bankers, Inc.
DECREASED04-4-100%$373$2-$3712026-10-28
BlackRock, Inc.
N/A—2,592,872-2,592,872-100%$231.4M———
Vanguard Portfolio Management LLC
N/A—1,641,106-1,641,106-100%$146.5M———
Vanguard Capital Management LLC
N/A—1,462,106-1,462,106-100%$130.5M———
Invesco Ltd.
N/A—1,083,038-1,083,038-100%$96.7M———
Jennison Associates LLC
N/A—977,554-977,554-100%$87.2M———
Wellington Management Group LLP
N/A—887,417-887,417-100%$79.2M———
State Street Corp
N/A—841,953-841,953-100%$75.1M———
T. Rowe Price Investment Management, Inc.
N/A—779,227-779,227-100%$69.5M———
Neuberger Berman Group LLC
N/A—761,883-761,883-100%$68.0M———
Ameriprise Financial Inc
N/A—743,426-743,426-100%$66.4M———
Nomura Asset Management International Inc.
N/A—718,688-718,688-100%$64.1M———
ACK Asset Management LLC
N/A—681,000-681,000-100%$60.8M———
Nuveen, LLC
N/A—507,047-507,047-100%$45.3M———
Goldman Sachs Group Inc
N/A—449,107-449,107-100%$40.1M———
Bank of America Corp
N/A—411,128-411,128-100%$36.7M———
Jupiter Topco LLC
N/A—408,245-408,245-100%$36.4M———
Charles Schwab Investment Management Inc
N/A—407,860-407,860-100%$36.4M———
Arrowstreet Capital, Limited Partnership
N/A—395,605-395,605-100%$35.3M———
Northern Trust Corp
N/A—334,725-334,725-100%$29.9M———
IAT Reinsurance Co Ltd.
N/A—300,000-300,000-100%$13.4M———
Driehaus Capital Management LLC
N/A—299,426-299,426-100%$26.7M———
MetLife Investment Management, LLC
N/A—283,541-283,541-100%$25.3M———
Aperture Investors, LLC
N/A—270,566-270,566-100%$24.1M———
FMR LLC
N/A—269,417-269,417-100%$24.0M———
Kennedy Capital Management LLC
N/A—222,678-222,678-100%$19.9M———
Vanguard Fiduciary Trust Co
N/A—222,079-222,079-100%$19.8M———
Morgan Stanley
N/A—218,478-218,478-100%$19.5M———
Rockefeller Capital Management L.P.
N/A—201,486-201,486-100%$18.0M———
Jane Street Group, LLC
N/A—182,632-182,632-100%$16.3M———
Susquehanna International Group, LLP
N/A—181,107-181,107-100%$16.2M———
Citadel Advisors LLC
N/A—168,281-168,281-100%$15.0M———
Silvercrest Asset Management Group LLC
N/A—165,273-165,273-100%$14.8M———
Raymond James Financial Inc
N/A—151,333-151,333-100%$13.5M———
Point72 Asset Management, L.P.
N/A—145,455-145,455-100%$13.0M———
Tudor Investment Corp ET AL
N/A—141,953-141,953-100%$12.7M———
UBS Group AG
N/A—137,859-137,859-100%$12.3M———
Intrinsic Edge Capital Management LLC
N/A—130,000-130,000-100%$11.6M———
Hillsdale Investment Management Inc.
N/A—126,040-126,040-100%$11.2M———
Castleark Management LLC
N/A—125,409-125,409-100%$11.2M———
D. E. Shaw & Co., Inc.
N/A—109,843-109,843-100%$9.8M———
SEI Investments Co
N/A—99,109-99,109-100%$8.8M———
Public Sector Pension Investment Board
N/A—94,566-94,566-100%$8.4M———
AQR Capital Management LLC
N/A—83,114-83,114-100%$7.4M———
American Century Companies Inc
N/A—82,141-82,141-100%$7.3M———
JPMorgan Chase & Co
N/A—75,187-75,187-100%$6.8M———
Trexquant Investment LP
N/A—72,014-72,014-100%$6.4M———
Swiss National Bank
N/A—66,400-66,400-100%$5.9M———
Envestnet Asset Management Inc
N/A—64,703-64,703-100%$5.8M———
Qube Research & Technologies Ltd
N/A—64,251-64,251-100%$5.7M———
Royal Bank of Canada
N/A—60,362-60,362-100%$5.4M———
Gabelli Funds LLC
N/A—56,469-56,469-100%$5.0M———
Dark Forest Capital Management LP
N/A—55,819-55,819-100%$5.0M———
UBS Asset Management Americas LLC
N/A—52,643-52,643-100%$4.7M———
Price T Rowe Associates Inc
N/A—52,263-52,263-100%$4.7M———
Telemark Asset Management, LLC
N/A—50,000-50,000-100%$4.5M———
Prudential Financial Inc
N/A—48,684-48,684-100%$4.3M———
Rhumbline Advisers
N/A—45,397-45,397-100%$4.1M———
Stifel Financial Corp
N/A—44,734-44,734-100%$4.0M———
New York State Common Retirement Fund
N/A—43,017-43,017-100%$3.8M———
Algert Global LLC
N/A—40,650-40,650-100%$3.6M———
Rice Hall James & Associates, LLC
N/A—40,031-40,031-100%$3.6M———
Palisade Capital Management, LP
N/A—39,709-39,709-100%$3.5M———
Alliancebernstein L.P.
N/A—39,439-39,439-100%$2.6M———
California State Teachers Retirement System
N/A—38,750-38,750-100%$3.5M———
State of Wisconsin Investment Board
N/A—37,271-37,271-100%$3.3M———
XTX Topco Ltd
N/A—34,170-34,170-100%$3.0M———
Franklin Resources Inc
N/A—31,776-31,776-100%$2.8M———
Lazard Asset Management LLC
N/A—31,260-31,260-100%$2.8M———
Engineers Gate Manager LP
N/A—31,240-31,240-100%$2.8M———
Occudo Quantitative Strategies LP
N/A—30,760-30,760-100%$2.7M———
Wells Fargo & Company
N/A—30,627-30,627-100%$2.7M———
Bridgeway Capital Management, LLC
N/A—30,000-30,000-100%$2.7M———
Marshall Wace, LLP
N/A—28,461-28,461-100%$2.5M———
Legal & General Group Plc
N/A—26,961-26,961-100%$2.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—26,196-26,196-100%$2.3M———
Susquehanna Fundamental Investments, LLC
N/A—24,922-24,922-100%$2.2M———
Norges Bank
N/A—24,400-24,400-100%$2.2M———
Vanguard Asset Management, Ltd
N/A—24,217-24,217-100%$2.2M———
Credit Agricole S A
N/A—24,100-24,100-100%$2.2M———
HighTower Advisors, LLC
N/A—22,680-22,680-100%$2.0M———
Captrust Financial Advisors
N/A—22,174-22,174-100%$2.0M———
Schonfeld Strategic Advisors LLC
N/A—20,436-20,436-100%$1.8M———
Atom Investors LP
N/A—20,091-20,091-100%$1.8M———
Aquatic Capital Management LLC
N/A—20,083-20,083-100%$1.8M———
Jain Global LLC
N/A—19,592-19,592-100%$1.7M———
Centiva Capital, LP
N/A—19,363-19,363-100%$1.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—19,133-19,133-100%$1.7M———
EntryPoint Capital, LLC
N/A—18,303-18,303-100%$1.6M———
Balyasny Asset Management L.P.
N/A—17,621-17,621-100%$1.6M———
Quantinno Capital Management LP
N/A—17,145-17,145-100%$1.5M———
Manufacturers Life Insurance Company, the
N/A—16,900-16,900-100%$1.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—15,376-15,376-100%$1.4M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—14,061-14,061-100%$1.3M———
Two Sigma Investments, LP
N/A—13,325-13,325-100%$1.2M———
ExodusPoint Capital Management, LP
N/A—13,011-13,011-100%$1.2M———
Vanguard Global Advisers, LLC
N/A—12,837-12,837-100%$1.1M———
Teacher Retirement System of Texas
N/A—12,304-12,304-100%$1.1M———
First Trust Advisors LP
N/A—11,959-11,959-100%$1.1M———
Victory Capital Management Inc
N/A—10,970-10,970-100%$979.1K———
Legato Capital Management LLC
N/A—10,910-10,910-100%$973.7K———
Integrated Quantitative Investments LLC
N/A—10,910-10,910-100%$973.7K———
Dakota Wealth Management
N/A—10,687-10,687-100%$953.8K———
Bridgewater Associates, LP
N/A—10,166-10,166-100%$907.3K———
Moneta Group Investment Advisors LLC
N/A—10,025-10,025-100%$894.7K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—10,009-10,009-100%$893.3K———
Gotham Asset Management, LLC
N/A—9,873-9,873-100%$881.2K———
Brevan Howard Capital Management LP
N/A—9,862-9,862-100%$880.2K———
Canada Pension Plan Investment Board
N/A—9,400-9,400-100%$839.0K———
State Board of Administration of Florida Retirement System
N/A—9,295-9,295-100%$829.6K———
Gamco Investors, Inc. ET AL
N/A—9,144-9,144-100%$816.1K———
Capstone Investment Advisors, LLC
N/A—8,688-8,688-100%$775.4K———
Vanguard Investments Australia, Ltd.
N/A—8,224-8,224-100%$734.0K———
Avalon Trust Co
N/A—7,901-7,901-100%$705.2K———
KLP Kapitalforvaltning AS
N/A—7,300-7,300-100%$651.5K———
BNP Paribas Financial Markets
N/A—7,285-7,285-100%$650.2K———
Edgestream Partners, L.P.
N/A—7,107-7,107-100%$634.3K———
Ameritas Advisory Services, LLC
N/A—7,048-7,048-100%$629.0K———
Quadrature Capital Ltd
N/A—6,870-6,870-100%$613.1K———
Vident Advisory, LLC
N/A—6,684-6,684-100%$596.5K———
Quantedge Capital Pte Ltd
N/A—6,600-6,600-100%$589.1K———
Glenmede Trust Co NA
N/A—6,403-6,403-100%$571.5K———
Voya Investment Management LLC
N/A—6,389-6,389-100%$570.2K———
FOX RUN Management, L.L.C.
N/A—6,290-6,290-100%$561.4K———
HSBC Holdings PLC
N/A—6,251-6,251-100%$555.8K———
GSA Capital Partners LLP
N/A—5,615-5,615-100%$501.0K———
Virtu Financial LLC
N/A—5,559-5,559-100%$496.0K———
Campbell & Co Investment Adviser LLC
N/A—5,538-5,538-100%$494.3K———
M&T Bank Corp
N/A—5,450-5,450-100%$486.8K———
Public Employees Retirement Association of Colorado
N/A—5,187-5,187-100%$463.0K———
Bridgefront Capital, LLC
N/A—4,893-4,893-100%$436.7K———
EP Wealth Advisors, LLC
N/A—4,811-4,811-100%$429.4K———
Marex Group Ltd
N/A—4,500-4,500-100%$401.6K———
IEQ Capital, LLC
N/A—3,901-3,901-100%$348.2K———
Truvestments Capital LLC
N/A—3,750-3,750-100%$334.7K———
Canada Life Assurance Co
N/A—3,621-3,621-100%$323.0K———
Vanguard Personalized Indexing Management, LLC
N/A—3,504-3,504-100%$312.7K———
Mangrove Partners IM, LLC
N/A—3,450-3,450-100%$307.9K———
Jump Financial, LLC
N/A—3,200-3,200-100%$285.6K———
Boston Partners
N/A—3,138-3,138-100%$280.1K———
Cetera Investment Advisers
N/A—3,106-3,106-100%$277.2K———
Ameritas Investment Partners, Inc.
N/A—3,030-3,030-100%$270.4K———
Tower Research Capital LLC (TRC)
N/A—2,985-2,985-100%$266.4K———
Mercer Global Advisors Inc
N/A—2,706-2,706-100%$241.5K———
Osaic Holdings, Inc.
N/A—2,560-2,560-100%$228.7K———
DRW Securities, LLC
N/A—2,517-2,517-100%$224.6K———
Sanctuary Advisors, LLC
N/A—2,515-2,515-100%$224.5K———
Syon Capital LLC
N/A—2,469-2,469-100%$220.4K———
Mirabella Financial Services LLP
N/A—2,287-2,287-100%$204.1K———
SG Americas Securities, LLC
N/A—2,120-2,120-100%$189.0K———
SkyView Investment Advisors, LLC
N/A—2,000-2,000-100%$179.0K———
Global Retirement Partners, LLC
N/A—1,621-1,621-100%$144.7K———
Jones Financial Companies Lllp
N/A—1,323-1,323-100%$119.7K———
Quantbot Technologies LP
N/A—866-866-100%$77.3K———
Arax Advisory Partners
N/A—742-742-100%$66.2K———
Basecamp Wealth Advisors LLC
N/A—635-635-100%$56.7K———
NewEdge Advisors, LLC
N/A—565-565-100%$50.4K———
Public Employees Retirement System of Ohio
N/A—480-480-100%$42.8K———
BNP Paribas Asset Management Holding S.A.
N/A—393-393-100%$35.1K———
Optiver Holding B.V.
N/A—218-218-100%$19.5K———
Kemnay Advisory Services Inc.
N/A—216-216-100%$19.3K———
Barrow Hanley Mewhinney & Strauss LLC
N/A—183-183-100%$16.3K———
Huntington National Bank
N/A—171-171-100%$15.3K———
Whittier Trust Co
N/A—160-160-100%$13.2K———
LOS Angeles Capital Management LLC
N/A—150-150-100%$13.4K———
Accent Capital Management, LLC
N/A—132-132-100%$11.8K———
Rothschild Investment LLC
N/A—123-123-100%$11.0K———
C M Bidwell & Associates LTD
N/A—78-78-100%$7.0K———
Federation des caisses Desjardins du Quebec
N/A—68-68-100%$6.1K———
Quarry LP
N/A—33-33-100%$2.9K———
Steward Partners Investment Advisory, LLC
N/A—32-32-100%$2.9K———
Bellevue Asset Management, LLC
N/A—16-16-100%$1.4K———
JPL Wealth Management, LLC
N/A—3-3-100%$268———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$89———
Showing 302 of 302 institutions