Helmerich & Payne (HP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares6,083,339 from 5,907,212

Change+176,127 (+3%)

Value$225.9M (+$32.5M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares2,507,018 from 2,852,442

Change-345,424 (-12%)

Value$93.1M (-$276.1K)

Filed 2026-11-06

Fisher Asset Management, LLC

DECREASED

Shares1,544,610 from 1,584,368

Change-39,758 (-3%)

Value$57.4M (+$5.5M)

Filed 2026-11-06

Channing Capital Management, LLC

INCREASED

Shares1,336,266 from 16,183

Change+1,320,083 (+8157%)

Value$49.6M (+$49.1M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares924,434 from 934,818

Change-10,384 (-1%)

Value$34.3M (+$3.7M)

Filed 2026-11-05

Barclays PLC

DECREASED

Shares841,012 from 1,043,136

Change-202,124 (-19%)

Value$31.2M (-$2.9M)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares479,604 from 484,668

Change-5,064 (-1%)

Value$17.8M (+$1.9M)

Filed 2026-11-02

Kornitzer Capital Management Inc

INCREASED

Shares326,527 from 323,297

Change+3,230 (+1%)

Value$12.1M (+$1.5M)

Filed 2026-11-03

Pinnacle Associates LTD

INCREASED

Shares229,258 from 216,497

Change+12,761 (+6%)

Value$8.5M (+$1.4M)

Filed 2026-10-20

Gibraltar Capital Management, Inc.

DECREASED

Shares183,884 from 270,240

Change-86,356 (-32%)

Value$6.8M (-$2.0M)

Filed 2026-10-27

Creative Planning

INCREASED

Shares134,129 from 121,981

Change+12,148 (+10%)

Value$5.0M (+$987.9K)

Filed 2026-11-02

Money Concepts Capital Corp

DECREASED

Shares127,336 from 129,718

Change-2,382 (-2%)

Value$4.7M (+$482.3K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares104,269 from 102,552

Change+1,717 (+2%)

Value$3.9M (+$515.0K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares101,757 from 106,691

Change-4,934 (-5%)

Value$3.8M (+$286.2K)

Filed 2026-11-04

New York State Teachers Retirement System

UNCHANGED

Shares98,710 from 98,710

Change0 (0%)

Value$3.7M (+$434.0K)

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares98,637 from 182,346

Change-83,709 (-46%)

Value$3.7M (-$2.3M)

Filed 2026-11-06

Nisa Investment Advisors, LLC

INCREASED

Shares96,317 from 89,549

Change+6,768 (+8%)

Value$3.6M (+$645.4K)

Filed 2026-10-20

Grace & White Inc

UNCHANGED

Shares94,825 from 94,825

Change0 (0%)

Value$3.5M (+$417.2K)

Filed 2026-10-23

Exchange Traded Concepts, LLC

INCREASED

Shares79,053 from 52,236

Change+26,817 (+51%)

Value$2.9M (+$1.2M)

Filed 2026-10-28

Wedge Capital Management L L P

DECREASED

Shares76,566 from 90,937

Change-14,371 (-16%)

Value$2.8M (-$133.6K)

Filed 2026-10-13

Abbington Investment Group

DECREASED

Shares67,099 from 67,442

Change-343 (-1%)

Value$2.5M (+$284.0K)

Filed 2026-11-03

Thrivent Financial for Lutherans

DECREASED

Shares63,564 from 65,621

Change-2,057 (-3%)

Value$2.4M (+$213.0K)

Filed 2026-11-05

Lmcg Investments, LLC

UNCHANGED

Shares62,994 from 62,994

Change0 (0%)

Value$2.3M (+$277.2K)

Filed 2026-10-21

Tweedy, Browne Co LLC

INCREASED

Shares60,286 from 52,236

Change+8,050 (+15%)

Value$2.2M (+$528.8K)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares57,256 from 60,781

Change-3,525 (-6%)

Value$2.1M (+$136.5K)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

NEW

Shares54,757

Change+54,757

Value$2.0M

Filed 2026-10-16

Illinois Municipal Retirement Fund

DECREASED

Shares50,710 from 51,316

Change-606 (-1%)

Value$1.9M (+$203.3K)

Filed 2026-11-05

US Bancorp \de\

DECREASED

Shares43,460 from 44,086

Change-626 (-1%)

Value$1.6M (+$170.7K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares42,600 from 43,800

Change-1,200 (-3%)

Value$1.6M (+$148.2K)

Filed 2026-10-20

Hussman Strategic Advisors, Inc.

UNCHANGED

Shares42,000 from 42,000

Change0 (0%)

Value$1.6M (+$184.8K)

Filed 2026-11-02

Imc-Chicago, LLC

NEW

Shares38,161

Change+38,161

Value$1.4M

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares37,986 from 50,141

Change-12,155 (-24%)

Value$1.4M (-$230.8K)

Filed 2026-11-06

SG Capital Management LLC

DECREASED

Shares33,276 from 64,094

Change-30,818 (-48%)

Value$1.2M (-$862.6K)

Filed 2026-11-06

William B. Walkup & Associates, Inc.

UNCHANGED

Shares31,486 from 31,486

Change0 (0%)

Value$1.2M (+$138.5K)

Filed 2026-11-05

Scissortail Wealth Management, LLC

DECREASED

Shares30,940 from 48,180

Change-17,240 (-36%)

Value$1.1M (-$428.3K)

Filed 2026-11-03

Oppenheimer Asset Management Inc.

DECREASED

Shares30,607 from 30,895

Change-288 (-1%)

Value$1.1M (+$125.2K)

Filed 2026-10-27

State of New Jersey Common Pension Fund D

INCREASED

Shares30,249 from 28,594

Change+1,655 (+6%)

Value$1.1M (+$187.3K)

Filed 2026-11-05

Savant Capital, LLC

INCREASED

Shares28,506 from 17,474

Change+11,032 (+63%)

Value$1.1M (+$486.6K)

Filed 2026-11-06

Arizona State Retirement System

INCREASED

Shares27,442 from 26,863

Change+579 (+2%)

Value$1.0M (+$139.7K)

Filed 2026-11-03

Yousif Capital Management, LLC

DECREASED

Shares27,392 from 28,798

Change-1,406 (-5%)

Value$1.0M (+$74.5K)

Filed 2026-10-22

Hara Capital LLC

UNCHANGED

Shares26,837 from 26,837

Change0 (0%)

Value$996.7K (+$118.1K)

Filed 2026-10-30

Moody National Bank Trust Division

UNCHANGED

Shares26,043 from 26,043

Change0 (0%)

Value$967.2K (+$114.6K)

Filed 2026-10-06

Amalgamated Bank

DECREASED

Shares25,868 from 26,805

Change-937 (-3%)

Value$961.0K (+$83.0K)

Filed 2026-10-23

Allspring Global Investments Holdings, LLC

INCREASED

Shares24,505 from 23,404

Change+1,101 (+5%)

Value$936.1K (+$212.4K)

Filed 2026-11-04

Evergreen Capital Management LLC

INCREASED

Shares23,659 from 23,483

Change+176 (+1%)

Value$878.7K (+$109.9K)

Filed 2026-10-23

Regions Financial Corp

DECREASED

Shares23,588 from 24,148

Change-560 (-2%)

Value$876.1K (+$85.5K)

Filed 2026-11-05

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares23,547 from 23,697

Change-150 (-1%)

Value$874.5K (+$98.7K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares22,461 from 22,761

Change-300 (-1%)

Value$834.2K (+$89.0K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares22,211 from 14,563

Change+7,648 (+53%)

Value$824.9K (+$348.1K)

Filed 2026-11-05

Vise Technologies, Inc.

INCREASED

Shares21,579 from 20,851

Change+728 (+3%)

Value$801.4K (+$118.8K)

Filed 2026-10-29

Strs Ohio

INCREASED

Shares20,900 from 9,500

Change+11,400 (+120%)

Value$776.2K (+$465.2K)

Filed 2026-10-30

Amundi

DECREASED

Shares20,660 from 22,773

Change-2,113 (-9%)

Value$767.3K (+$21.7K)

Filed 2026-11-06

State of Alaska, Department of Revenue

DECREASED

Shares20,088 from 32,909

Change-12,821 (-39%)

Value$745 (-$1.1M)

Filed 2026-10-15

PNC Financial Services Group, Inc.

DECREASED

Shares20,003 from 20,939

Change-936 (-4%)

Value$742.9K (+$57.4K)

Filed 2026-11-06

Assenagon Asset Management S.A.

NEW

Shares19,131

Change+19,131

Value$710.5K

Filed 2026-10-15

Sigma Planning Corp

DECREASED

Shares18,884 from 19,179

Change-295 (-2%)

Value$701.4K (+$73.4K)

Filed 2026-10-23

CenterBook Partners LP

NEW

Shares18,728

Change+18,728

Value$695.6K

Filed 2026-11-02

Pictet Asset Management Holding SA

UNCHANGED

Shares15,417 from 15,417

Change0 (0%)

Value$572.6K (+$67.8K)

Filed 2026-11-03

Capital Investment Counsel, Inc

UNCHANGED

Shares14,955 from 14,955

Change0 (0%)

Value$555.4K (+$65.8K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares14,857 from 16,594

Change-1,737 (-10%)

Value$597.1K (+$44.0K)

Filed 2026-10-13

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares14,500 from 14,500

Change0 (0%)

Value$538.5K (+$63.8K)

Filed 2026-10-23

Keybank National Association

DECREASED

Shares14,342 from 14,891

Change-549 (-4%)

Value$532.7K (+$45.1K)

Filed 2026-11-04

ProShare Advisors LLC

DECREASED

Shares13,518 from 14,045

Change-527 (-4%)

Value$502.1K (+$42.2K)

Filed 2026-10-29

Simplex Trading, LLC

DECREASED

Shares13,517 from 21,031

Change-7,514 (-36%)

Value$502.0K (-$186.5K)

Filed 2026-11-04

Fruth Investment Management

UNCHANGED

Shares12,800 from 12,800

Change0 (0%)

Value$475 (+$56)

Filed 2026-10-13

Tcfg Investment Advisors, LLC

DECREASED

Shares12,506 from 23,153

Change-10,647 (-46%)

Value$464.5K (-$293.6K)

Filed 2026-10-20

Mutual of America Capital Management LLC

DECREASED

Shares11,404 from 11,445

Change-41 (0%)

Value$423.5K (+$48.8K)

Filed 2026-10-23

Atria Investments, Inc

INCREASED

Shares11,264 from 11,139

Change+125 (+1%)

Value$418.3K (+$53.7K)

Filed 2026-10-15

Virginia Retirement Systems ET Al

NEW

Shares11,200

Change+11,200

Value$416.0K

Filed 2026-10-28

Profund Advisors LLC

DECREASED

Shares10,951 from 14,360

Change-3,409 (-24%)

Value$406.7K (-$63.4K)

Filed 2026-10-29

Caitong International Asset Management Co., Ltd

INCREASED

Shares10,722 from 8,682

Change+2,040 (+24%)

Value$398.2K (+$114.0K)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares10,536 from 10,455

Change+81 (+1%)

Value$391.3K (+$48.9K)

Filed 2026-10-08

Ethic Inc.

INCREASED

Shares10,263 from 9,250

Change+1,013 (+11%)

Value$381.2K (+$78.3K)

Filed 2026-11-03

Xponance LLC

DECREASED

Shares10,196 from 10,550

Change-354 (-3%)

Value$378.7K (+$33.3K)

Filed 2026-11-03

Olistico Wealth, LLC

DECREASED

Shares10,000 from 11,000

Change-1,000 (-9%)

Value$371.4K (+$11.3K)

Filed 2026-10-05

Bokf, NA

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$371.4K (+$44.0K)

Filed 2026-10-27

Hedges Asset Management LLC

DECREASED

Shares9,450 from 11,200

Change-1,750 (-16%)

Value$351.0K (-$15.7K)

Filed 2026-10-29

Nykredit A/S

INCREASED

Shares7,818 from 3,419

Change+4,399 (+129%)

Value$290.4K (+$178.4K)

Filed 2026-11-06

Yorktown Management & Research Co Inc

UNCHANGED

Shares7,800 from 7,800

Change0 (0%)

Value$289.7K (+$34.3K)

Filed 2026-10-28

Eads & Heald Wealth Management

DECREASED

Shares7,315 from 9,920

Change-2,605 (-26%)

Value$271.7K (-$53.1K)

Filed 2026-10-29

Crossmark Global Holdings, Inc.

DECREASED

Shares6,610 from 6,818

Change-208 (-3%)

Value$245.5K (+$22.3K)

Filed 2026-10-21

Choreo, LLC

INCREASED

Shares6,523 from 6,309

Change+214 (+3%)

Value$242.3K (+$35.7K)

Filed 2026-10-28

Swiss Life Asset Management Ltd

NEW

Shares6,241

Change+6,241

Value$231.8K

Filed 2026-11-03

CIBC Asset Management Inc

DECREASED

Shares6,222 from 6,354

Change-132 (-2%)

Value$231.1K (+$23.1K)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares6,158 from 5,223

Change+935 (+18%)

Value$228.7K (+$57.7K)

Filed 2026-10-08

Park Avenue Securities LLC

DECREASED

Shares5,959 from 7,248

Change-1,289 (-18%)

Value$221.0K (-$16.0K)

Filed 2026-10-26

Cerro Pacific Wealth Advisors LLC

NEW

Shares5,677

Change+5,677

Value$210.8K

Filed 2026-10-22

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares5,466 from 5,455

Change+11 (+0%)

Value$203.0K (+$24.4K)

Filed 2026-10-27

Pavaki Capital Management LLC

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$167.1K (+$19.8K)

Filed 2026-10-26

Quadrant Capital Group LLC

DECREASED

Shares3,718 from 6,210

Change-2,492 (-40%)

Value$145.3K (-$58.0K)

Filed 2026-10-20

Signaturefd, LLC

INCREASED

Shares3,704 from 3,635

Change+69 (+2%)

Value$137.6K (+$18.6K)

Filed 2026-10-23

SBI Securities Co., Ltd.

DECREASED

Shares3,102 from 3,156

Change-54 (-2%)

Value$115.2K (+$11.9K)

Filed 2026-10-22

KBC Group NV

UNCHANGED

Shares3,079 from 3,079

Change0 (0%)

Value$114.0K (+$13.0K)

Filed 2026-10-22

Parallel Advisors, LLC

INCREASED

Shares2,411 from 2,293

Change+118 (+5%)

Value$89.5K (+$14.5K)

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares2,358 from 1,463

Change+895 (+61%)

Value$87.6K (+$39.7K)

Filed 2026-10-22

Eastern Bank

UNCHANGED

Shares2,017 from 2,017

Change0 (0%)

Value$74.9K (+$8.9K)

Filed 2026-10-05

Chilton Capital Management LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$74.3K (+$8.8K)

Filed 2026-10-28

Versant Capital Management, Inc

UNCHANGED

Shares1,548 from 1,548

Change0 (0%)

Value$57.5K (+$6.8K)

Filed 2026-10-02

EverSource Wealth Advisors, LLC

INCREASED

Shares1,534 from 1,480

Change+54 (+4%)

Value$57.0K (+$8.5K)

Filed 2026-11-04

Blue Trust, Inc.

UNCHANGED

Shares1,418 from 1,418

Change0 (0%)

Value$52.7K (+$6.2K)

Filed 2026-10-15

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares1,118 from 1,494

Change-376 (-25%)

Value$41.5K (-$7.4K)

Filed 2026-10-05

Cullen T Bankers, Inc.

INCREASED

Shares1,009 from 1,003

Change+6 (+1%)

Value$37.5K (+$4.6K)

Filed 2026-10-28

Salomon & Ludwin, LLC

DECREASED

Shares985 from 1,021

Change-36 (-4%)

Value$36.6K (+$5.0K)

Filed 2026-10-29

Central Trust Co

UNCHANGED

Shares885 from 885

Change0 (0%)

Value$32.9K (+$3.9K)

Filed 2026-11-05

Parkside Financial Bank & Trust

DECREASED

Shares864 from 890

Change-26 (-3%)

Value$32.1K (+$3.0K)

Filed 2026-10-27

Harbor Capital Advisors, Inc.

INCREASED

Shares736 from 705

Change+31 (+4%)

Value$27 (-$23.0K)

Filed 2026-10-22

Essex Investment Management Co LLC

UNCHANGED

Shares733 from 733

Change0 (0%)

Value$27.2K (+$3.2K)

Filed 2026-10-19

Private Trust Co NA

DECREASED

Shares727 from 766

Change-39 (-5%)

Value$27.0K (+$1.9K)

Filed 2026-10-20

Allworth Financial LP

INCREASED

Shares598 from 540

Change+58 (+11%)

Value$19.6K (+$1.9K)

Filed 2026-11-06

IFP Advisors, Inc

DECREASED

Shares572 from 595

Change-23 (-4%)

Value$21.2K (+$1.8K)

Filed 2026-10-16

UMB Bank, n.a.

DECREASED

Shares557 from 564

Change-7 (-1%)

Value$20.7K (+$2.2K)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares536

Change+536

Value$19.9K

Filed 2026-10-21

Larson Financial Group LLC

UNCHANGED

Shares379 from 379

Change0 (0%)

Value$14.1K (+$1.7K)

Filed 2026-11-05

Private Wealth Management Group, LLC

UNCHANGED

Shares379 from 379

Change0 (0%)

Value$14.1K (+$1.7K)

Filed 2026-10-19

Kentucky Trust Co

UNCHANGED

Shares365 from 365

Change0 (0%)

Value$13.6K (+$1.6K)

Filed 2026-10-15

Bare Financial Services, Inc

INCREASED

Shares359 from 284

Change+75 (+26%)

Value$13.3K (+$4.0K)

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

INCREASED

Shares347 from 345

Change+2 (+1%)

Value$12.9K (+$1.6K)

Filed 2026-10-27

Jacobi Capital Management LLC

NEW

Shares325

Change+325

Value$12.1K

Filed 2026-11-05

Armstrong Advisory Group, Inc

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$11.1K (+$1.3K)

Filed 2026-10-09

Alpine Bank Wealth Management

UNCHANGED

Shares299 from 299

Change0 (0%)

Value$11.1K (+$1.3K)

Filed 2026-10-16

Covestor Ltd

DECREASED

Shares264 from 275

Change-11 (-4%)

Value$10 (-$9.0K)

Filed 2026-10-30

Physician Wealth Advisors, Inc.

UNCHANGED

Shares251 from 251

Change0 (0%)

Value$9.3K (+$1.1K)

Filed 2026-10-20

Owl Creek Wealth Partners LLC

UNCHANGED

Shares245 from 245

Change0 (0%)

Value$9.1K (+$1.1K)

Filed 2026-10-20

Strengthening Families & Communities, LLC

INCREASED

Shares239 from 237

Change+2 (+1%)

Value$8.9K (+$1.1K)

Filed 2026-10-21

MV Capital Management, Inc.

UNCHANGED

Shares237 from 237

Change0 (0%)

Value$8.8K (+$1.0K)

Filed 2026-10-29

Elyxium Wealth, LLC

NEW

Shares224

Change+224

Value$8.3K

Filed 2026-10-27

Tompkins Financial Corp

UNCHANGED

Shares179 from 179

Change0 (0%)

Value$6.6K (+$788)

Filed 2026-10-05

Valued Wealth Advisors LLC

INCREASED

Shares171 from 117

Change+54 (+46%)

Value$6.4K (+$2.5K)

Filed 2026-11-05

Coston, McIsaac & Partners

UNCHANGED

Shares163 from 163

Change0 (0%)

Value$6.1K (+$6.0K)

Filed 2026-11-06

Mather Group, Llc.

NEW

Shares145

Change+145

Value$5.4K

Filed 2026-10-14

Creative Capital Management Investments LLC

INCREASED

Shares142 from 46

Change+96 (+209%)

Value$5.3K (+$3.8K)

Filed 2026-10-28

Ascentis Independent Advisors

NEW

Shares135

Change+135

Value$5.0K

Filed 2026-11-03

JFS Wealth Advisors, LLC

DECREASED

Shares120 from 134

Change-14 (-10%)

Value$4.5K (+$69)

Filed 2026-11-03

Fortitude Family Office, LLC

INCREASED

Shares103 from 101

Change+2 (+2%)

Value$3.8K (+$518)

Filed 2026-10-14

Farmers & Merchants Investments Inc

INCREASED

Shares99 from 65

Change+34 (+52%)

Value$3.7K (+$1.5K)

Filed 2026-10-22

Pension & Wealth Management Advisors, Inc.

NEW

Shares87

Change+87

Value$3.2K

Filed 2026-10-16

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$2.7K (+$317)

Filed 2026-11-05

Bell Investment Advisors, Inc

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$2.3K (+$268)

Filed 2026-10-29

UMB Private Wealth Management, LLC

NEW

Shares56

Change+56

Value$2.1K

Filed 2026-10-19

Ascentis Wealth Management, LLC

NEW

Shares47

Change+47

Value$1.7K

Filed 2026-11-03

Essential Partners LLC

INCREASED

Shares42 from 36

Change+6 (+17%)

Value$1.6K (+$381)

Filed 2026-10-14

Noble Wealth Management PBC

NEW

Shares37

Change+37

Value$1.4K

Filed 2026-10-01

Assetmark, Inc

DECREASED

Shares30 from 51

Change-21 (-41%)

Value$1.1K (-$556)

Filed 2026-10-21

Cedar Mountain Advisors, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.1K (+$132)

Filed 2026-10-15

Country Trust Bank

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.1K (+$132)

Filed 2026-10-30

Silver Grove Financial Group, Inc.

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.1K (+$128)

Filed 2026-11-05

Bay Harbor Wealth Management, LLC

INCREASED

Shares27 from 21

Change+6 (+29%)

Value$1.0K (+$315)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares26

Change+26

Value$966

Filed 2026-10-30

Clark Wealth Partners

NEW

Shares25

Change+25

Value$929

Filed 2026-10-19

Hughes Financial Services, LLC

INCREASED

Shares23 from 22

Change+1 (+5%)

Value$956 (+$236)

Filed 2026-10-30

Compass Financial Management LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$817 (+$97)

Filed 2026-10-30

SJS Investment Consulting Inc.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$780 (+$92)

Filed 2026-10-26

Torren Management, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$729 (+$90)

Filed 2026-10-29

DiNuzzo Private Wealth, Inc.

DECREASED

Shares18 from 19

Change-1 (-5%)

Value$669 (+$46)

Filed 2026-10-16

Valley National Advisers Inc

NEW

Shares17

Change+17

Value$632

Filed 2026-10-23

Inspire Investing, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$631 (+$77)

Filed 2026-10-22

Clearstead Advisors, LLC

DECREASED

Shares14 from 15

Change-1 (-7%)

Value$520 (+$28)

Filed 2026-11-06

Bear Mountain Capital, Inc.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$524 (+$52)

Filed 2026-11-04

Tounjian Advisory Partners, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$489 (+$60)

Filed 2026-11-04

Gilpin Wealth Management, LLC

DECREASED

Shares12 from 13

Change-1 (-8%)

Value$446 (+$20)

Filed 2026-10-09

Financial Consulate, Inc

NEW

Shares7

Change+7

Value$260

Filed 2026-10-23

DecisionPoint Financial, LLC

INCREASED

Shares6 from 4

Change+2 (+50%)

Value$230 (+$106)

Filed 2026-10-27

Abound Wealth Management

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$223 (+$26)

Filed 2026-10-26

CoreCap Advisors, LLC

NEW

Shares4

Change+4

Value$149

Filed 2026-10-08

Maryland Capital Advisors Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$75 (+$9)

Filed 2026-10-15

Activest Wealth Management

DECREASED

Shares1 from 19

Change-18 (-95%)

Value$37 (-$585)

Filed 2026-10-15

Capital Advisors, Ltd. LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Canoe Financial LP

CLOSED

Shares0 from 821,162

Change-821,162 (-100%)

Value$0 (-$26.9M)

Filed 2026-10-21

Fulcrum Asset Management LLP

CLOSED

Shares0 from 54,380

Change-54,380 (-100%)

Value$0 (-$1.8M)

Filed 2026-11-04

BI Asset Management Fondsmaeglerselskab A/S

CLOSED

Shares0 from 32,393

Change-32,393 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-22

Grant Private Wealth Management Inc

CLOSED

Shares0 from 9,925

Change-9,925 (-100%)

Value$0 (-$324.9K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 9,853

Change-9,853 (-100%)

Value$0 (-$322.6K)

Filed 2026-11-02

State of Wyoming

CLOSED

Shares0 from 8,017

Change-8,017 (-100%)

Value$0 (-$262.5K)

Filed 2026-10-28

Kingdom Financial Group Llc.

CLOSED

Shares0 from 5,519

Change-5,519 (-100%)

Value$0 (-$180.7K)

Filed 2026-11-04

Summit Securities Group LLC

CLOSED

Shares0 from 5,028

Change-5,028 (-100%)

Value$0 (-$164.6K)

Filed 2026-11-05

Bayforest Capital Ltd

CLOSED

Shares0 from 2,890

Change-2,890 (-100%)

Value$0 (-$94.6K)

Filed 2026-11-03

GHP Investment Advisors, Inc.

CLOSED

Shares0 from 456

Change-456 (-100%)

Value$0 (-$14.9K)

Filed 2026-10-15

International Assets Investment Management, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$3.1K)

Filed 2026-11-02

Cornerstone Planning Group LLC

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-16

AdvisorNet Financial, Inc

CLOSED

Shares0 from 39

Change-39 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-15

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-04

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$922)

Filed 2026-11-06

Virginia Estate & Retirement Planning Advisors Inc.

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$9.7K)

Filed 2026-10-14

Avion Wealth

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 ($0)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 ($0)

Filed 2026-11-06

Navigoe, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 ($0)

Filed 2026-11-04

Davis Capital Management

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$164)

Filed 2026-10-08

BlackRock, Inc.

N/A

Shares— from 15,679,163

Change-15,679,163 (-100%)

Value—

State Farm Mutual Automobile Insurance Co

N/A

Shares— from 7,841,430

Change-7,841,430 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 6,176,754

Change-6,176,754 (-100%)

Value—

State Street Corp

N/A

Shares— from 4,522,913

Change-4,522,913 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 4,166,781

Change-4,166,781 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 3,847,788

Change-3,847,788 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 3,749,623

Change-3,749,623 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 2,749,682

Change-2,749,682 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,549,076

Change-2,549,076 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 2,183,854

Change-2,183,854 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,900,404

Change-1,900,404 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 1,798,141

Change-1,798,141 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 1,526,707

Change-1,526,707 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,413,448

Change-1,413,448 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,349,754

Change-1,349,754 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,340,382

Change-1,340,382 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,324,683

Change-1,324,683 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,292,240

Change-1,292,240 (-100%)

Value—

Fairfax Financial Holdings LTD/ CAN

N/A

Shares— from 1,174,105

Change-1,174,105 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 1,062,600

Change-1,062,600 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 998,372

Change-998,372 (-100%)

Value—

Sprott Inc.

N/A

Shares— from 843,458

Change-843,458 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 824,876

Change-824,876 (-100%)

Value—

UBS Group AG

N/A

Shares— from 743,132

Change-743,132 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 671,764

Change-671,764 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 619,420

Change-619,420 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 615,775

Change-615,775 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 518,106

Change-518,106 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 500,361

Change-500,361 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 472,990

Change-472,990 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 451,191

Change-451,191 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 448,947

Change-448,947 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 438,367

Change-438,367 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 434,242

Change-434,242 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 426,602

Change-426,602 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 419,779

Change-419,779 (-100%)

Value—

FMR LLC

N/A

Shares— from 349,994

Change-349,994 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 284,389

Change-284,389 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 283,254

Change-283,254 (-100%)

Value—

Norges Bank

N/A

Shares— from 257,156

Change-257,156 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 256,409

Change-256,409 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 256,235

Change-256,235 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 239,506

Change-239,506 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 220,924

Change-220,924 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 217,907

Change-217,907 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 194,900

Change-194,900 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 185,417

Change-185,417 (-100%)

Value—

Newport Trust Company, LLC

N/A

Shares— from 181,662

Change-181,662 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 171,668

Change-171,668 (-100%)

Value—

Longaeva Partners L.P.

N/A

Shares— from 165,033

Change-165,033 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 158,621

Change-158,621 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 145,016

Change-145,016 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 143,564

Change-143,564 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 142,247

Change-142,247 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 139,200

Change-139,200 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 138,075

Change-138,075 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 137,145

Change-137,145 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 133,947

Change-133,947 (-100%)

Value—

Sagefield Capital LP

N/A

Shares— from 130,524

Change-130,524 (-100%)

Value—

Energy Income Partners, LLC

N/A

Shares— from 130,346

Change-130,346 (-100%)

Value—

Mountain Lake Investment Management LLC

N/A

Shares— from 118,197

Change-118,197 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 116,668

Change-116,668 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 115,903

Change-115,903 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 113,704

Change-113,704 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 111,116

Change-111,116 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 108,534

Change-108,534 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 107,575

Change-107,575 (-100%)

Value—

Hite Hedge Asset Management LLC

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 81,630

Change-81,630 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 81,422

Change-81,422 (-100%)

Value—

CoreCommodity Management, LLC

N/A

Shares— from 74,405

Change-74,405 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 65,545

Change-65,545 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 62,805

Change-62,805 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 60,711

Change-60,711 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 59,822

Change-59,822 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 54,975

Change-54,975 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 53,439

Change-53,439 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 52,517

Change-52,517 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 51,223

Change-51,223 (-100%)

Value—

Man Group plc

N/A

Shares— from 50,467

Change-50,467 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 50,091

Change-50,091 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 48,955

Change-48,955 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 46,954

Change-46,954 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 45,343

Change-45,343 (-100%)

Value—

Cadence Wealth Management LLC

N/A

Shares— from 43,253

Change-43,253 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 42,737

Change-42,737 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 41,883

Change-41,883 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 40,701

Change-40,701 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 38,456

Change-38,456 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 37,457

Change-37,457 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 36,214

Change-36,214 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 35,822

Change-35,822 (-100%)

Value—

BWM Planning, LLC

N/A

Shares— from 35,211

Change-35,211 (-100%)

Value—

Scopus Asset Management, L.P.

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 34,392

Change-34,392 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 33,253

Change-33,253 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 33,165

Change-33,165 (-100%)

Value—

Dean Investment Associates, LLC

N/A

Shares— from 31,751

Change-31,751 (-100%)

Value—

Private Capital Management, LLC

N/A

Shares— from 31,500

Change-31,500 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 31,267

Change-31,267 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 30,800

Change-30,800 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 30,202

Change-30,202 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 29,043

Change-29,043 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 27,236

Change-27,236 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 26,304

Change-26,304 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 26,299

Change-26,299 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 25,154

Change-25,154 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 24,934

Change-24,934 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 24,863

Change-24,863 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 24,605

Change-24,605 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 24,066

Change-24,066 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 24,021

Change-24,021 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 23,900

Change-23,900 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 23,613

Change-23,613 (-100%)

Value—

Dean Capital Management

N/A

Shares— from 23,018

Change-23,018 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 22,890

Change-22,890 (-100%)

Value—

Dockside LLC

N/A

Shares— from 22,582

Change-22,582 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 21,530

Change-21,530 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 21,094

Change-21,094 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 20,962

Change-20,962 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 20,504

Change-20,504 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 20,013

Change-20,013 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 19,115

Change-19,115 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 18,804

Change-18,804 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 18,604

Change-18,604 (-100%)

Value—

Massar Capital Management, LP

N/A

Shares— from 17,897

Change-17,897 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 17,199

Change-17,199 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 17,176

Change-17,176 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 16,903

Change-16,903 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 16,291

Change-16,291 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 16,094

Change-16,094 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 15,934

Change-15,934 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 13,069

Change-13,069 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 12,659

Change-12,659 (-100%)

Value—

Affinity Wealth Management LLC

N/A

Shares— from 12,643

Change-12,643 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 12,196

Change-12,196 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 12,004

Change-12,004 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 11,629

Change-11,629 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,280

Change-10,280 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 9,747

Change-9,747 (-100%)

Value—

Capital Advisors Inc

N/A

Shares— from 9,650

Change-9,650 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 8,937

Change-8,937 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,843

Change-8,843 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 8,741

Change-8,741 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 8,309

Change-8,309 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 8,005

Change-8,005 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 7,744

Change-7,744 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 7,168

Change-7,168 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 6,752

Change-6,752 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 6,562

Change-6,562 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,263

Change-6,263 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 6,244

Change-6,244 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 6,224

Change-6,224 (-100%)

Value—

Permanent Capital Management, LP

N/A

Shares— from 6,200

Change-6,200 (-100%)

Value—

Legacy Financial Advisors, Inc.

N/A

Shares— from 6,173

Change-6,173 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 5,417

Change-5,417 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,514

Change-3,514 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 3,304

Change-3,304 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 2,969

Change-2,969 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2,960

Change-2,960 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 2,683

Change-2,683 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 2,414

Change-2,414 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 2,404

Change-2,404 (-100%)

Value—

Rexford Capital Inc

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,788

Change-1,788 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,698

Change-1,698 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,337

Change-1,337 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,267

Change-1,267 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 1,120

Change-1,120 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 1,054

Change-1,054 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 894

Change-894 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 809

Change-809 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 736

Change-736 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 691

Change-691 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 625

Change-625 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 437

Change-437 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 411

Change-411 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 380

Change-380 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 337

Change-337 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 304

Change-304 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 275

Change-275 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 240

Change-240 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 225

Change-225 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 223

Change-223 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 144

Change-144 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 142

Change-142 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 127

Change-127 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 100

Change-100 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 91

Change-91 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 78

Change-78 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 66

Change-66 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 65

Change-65 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 56

Change-56 (-100%)

Value—

Quarry LP

N/A

Shares— from 46

Change-46 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	6,083,339	5,907,212	+176,127	+3%	$193.4M	$225.9M	+$32.5M	2026-11-04
Geode Capital Management, LLC	DECREASED	2,507,018	2,852,442	-345,424	-12%	$93.4M	$93.1M	-$276.1K	2026-11-06
Fisher Asset Management, LLC	DECREASED	1,544,610	1,584,368	-39,758	-3%	$51.9M	$57.4M	+$5.5M	2026-11-06
Channing Capital Management, LLC	INCREASED	1,336,266	16,183	+1,320,083	+8157%	$529.8K	$49.6M	+$49.1M	2026-11-02
Bank of New York Mellon Corp	DECREASED	924,434	934,818	-10,384	-1%	$30.6M	$34.3M	+$3.7M	2026-11-05
Barclays PLC	DECREASED	841,012	1,043,136	-202,124	-19%	$34.2M	$31.2M	-$2.9M	2026-11-06
Principal Financial Group Inc	DECREASED	479,604	484,668	-5,064	-1%	$15.9M	$17.8M	+$1.9M	2026-11-02
Kornitzer Capital Management Inc	INCREASED	326,527	323,297	+3,230	+1%	$10.6M	$12.1M	+$1.5M	2026-11-03
Pinnacle Associates LTD	INCREASED	229,258	216,497	+12,761	+6%	$7.1M	$8.5M	+$1.4M	2026-10-20
Gibraltar Capital Management, Inc.	DECREASED	183,884	270,240	-86,356	-32%	$8.8M	$6.8M	-$2.0M	2026-10-27
Creative Planning	INCREASED	134,129	121,981	+12,148	+10%	$4.0M	$5.0M	+$987.9K	2026-11-02
Money Concepts Capital Corp	DECREASED	127,336	129,718	-2,382	-2%	$4.2M	$4.7M	+$482.3K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	104,269	102,552	+1,717	+2%	$3.4M	$3.9M	+$515.0K	2026-11-06
Citigroup Inc	DECREASED	101,757	106,691	-4,934	-5%	$3.5M	$3.8M	+$286.2K	2026-11-04
New York State Teachers Retirement System	UNCHANGED	98,710	98,710	0	0%	$3.2M	$3.7M	+$434.0K	2026-10-22
Deutsche Bank Ag\	DECREASED	98,637	182,346	-83,709	-46%	$6.0M	$3.7M	-$2.3M	2026-11-06
Nisa Investment Advisors, LLC	INCREASED	96,317	89,549	+6,768	+8%	$2.9M	$3.6M	+$645.4K	2026-10-20
Grace & White Inc	UNCHANGED	94,825	94,825	0	0%	$3.1M	$3.5M	+$417.2K	2026-10-23
Exchange Traded Concepts, LLC	INCREASED	79,053	52,236	+26,817	+51%	$1.7M	$2.9M	+$1.2M	2026-10-28
Wedge Capital Management L L P	DECREASED	76,566	90,937	-14,371	-16%	$3.0M	$2.8M	-$133.6K	2026-10-13
Abbington Investment Group	DECREASED	67,099	67,442	-343	-1%	$2.2M	$2.5M	+$284.0K	2026-11-03
Thrivent Financial for Lutherans	DECREASED	63,564	65,621	-2,057	-3%	$2.1M	$2.4M	+$213.0K	2026-11-05
Lmcg Investments, LLC	UNCHANGED	62,994	62,994	0	0%	$2.1M	$2.3M	+$277.2K	2026-10-21
Tweedy, Browne Co LLC	INCREASED	60,286	52,236	+8,050	+15%	$1.7M	$2.2M	+$528.8K	2026-11-04
Fifth Third Bancorp	DECREASED	57,256	60,781	-3,525	-6%	$2.0M	$2.1M	+$136.5K	2026-11-05
Y-Intercept (Hong Kong) Ltd	NEW	54,757	—	+54,757	—	—	$2.0M	—	2026-10-16
Illinois Municipal Retirement Fund	DECREASED	50,710	51,316	-606	-1%	$1.7M	$1.9M	+$203.3K	2026-11-05
US Bancorp \de\	DECREASED	43,460	44,086	-626	-1%	$1.4M	$1.6M	+$170.7K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	42,600	43,800	-1,200	-3%	$1.4M	$1.6M	+$148.2K	2026-10-20
Hussman Strategic Advisors, Inc.	UNCHANGED	42,000	42,000	0	0%	$1.4M	$1.6M	+$184.8K	2026-11-02
Imc-Chicago, LLC	NEW	38,161	—	+38,161	—	—	$1.4M	—	2026-11-05
LPL Financial LLC	DECREASED	37,986	50,141	-12,155	-24%	$1.6M	$1.4M	-$230.8K	2026-11-06
SG Capital Management LLC	DECREASED	33,276	64,094	-30,818	-48%	$2.1M	$1.2M	-$862.6K	2026-11-06
William B. Walkup & Associates, Inc.	UNCHANGED	31,486	31,486	0	0%	$1.0M	$1.2M	+$138.5K	2026-11-05
Scissortail Wealth Management, LLC	DECREASED	30,940	48,180	-17,240	-36%	$1.6M	$1.1M	-$428.3K	2026-11-03
Oppenheimer Asset Management Inc.	DECREASED	30,607	30,895	-288	-1%	$1.0M	$1.1M	+$125.2K	2026-10-27
State of New Jersey Common Pension Fund D	INCREASED	30,249	28,594	+1,655	+6%	$936.2K	$1.1M	+$187.3K	2026-11-05
Savant Capital, LLC	INCREASED	28,506	17,474	+11,032	+63%	$572.1K	$1.1M	+$486.6K	2026-11-06
Arizona State Retirement System	INCREASED	27,442	26,863	+579	+2%	$879.5K	$1.0M	+$139.7K	2026-11-03
Yousif Capital Management, LLC	DECREASED	27,392	28,798	-1,406	-5%	$942.8K	$1.0M	+$74.5K	2026-10-22
Hara Capital LLC	UNCHANGED	26,837	26,837	0	0%	$878.6K	$996.7K	+$118.1K	2026-10-30
Moody National Bank Trust Division	UNCHANGED	26,043	26,043	0	0%	$852.6K	$967.2K	+$114.6K	2026-10-06
Amalgamated Bank	DECREASED	25,868	26,805	-937	-3%	$878.0K	$961.0K	+$83.0K	2026-10-23
Allspring Global Investments Holdings, LLC	INCREASED	24,505	23,404	+1,101	+5%	$723.7K	$936.1K	+$212.4K	2026-11-04
Evergreen Capital Management LLC	INCREASED	23,659	23,483	+176	+1%	$768.8K	$878.7K	+$109.9K	2026-10-23
Regions Financial Corp	DECREASED	23,588	24,148	-560	-2%	$790.6K	$876.1K	+$85.5K	2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	23,547	23,697	-150	-1%	$775.8K	$874.5K	+$98.7K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	22,461	22,761	-300	-1%	$745.2K	$834.2K	+$89.0K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	22,211	14,563	+7,648	+53%	$476.8K	$824.9K	+$348.1K	2026-11-05
Vise Technologies, Inc.	INCREASED	21,579	20,851	+728	+3%	$682.7K	$801.4K	+$118.8K	2026-10-29
Strs Ohio	INCREASED	20,900	9,500	+11,400	+120%	$311.0K	$776.2K	+$465.2K	2026-10-30
Amundi	DECREASED	20,660	22,773	-2,113	-9%	$745.6K	$767.3K	+$21.7K	2026-11-06
State of Alaska, Department of Revenue	DECREASED	20,088	32,909	-12,821	-39%	$1.1M	$745	-$1.1M	2026-10-15
PNC Financial Services Group, Inc.	DECREASED	20,003	20,939	-936	-4%	$685.5K	$742.9K	+$57.4K	2026-11-06
Assenagon Asset Management S.A.	NEW	19,131	—	+19,131	—	—	$710.5K	—	2026-10-15
Sigma Planning Corp	DECREASED	18,884	19,179	-295	-2%	$627.9K	$701.4K	+$73.4K	2026-10-23
CenterBook Partners LP	NEW	18,728	—	+18,728	—	—	$695.6K	—	2026-11-02
Pictet Asset Management Holding SA	UNCHANGED	15,417	15,417	0	0%	$504.8K	$572.6K	+$67.8K	2026-11-03
Capital Investment Counsel, Inc	UNCHANGED	14,955	14,955	0	0%	$489.6K	$555.4K	+$65.8K	2026-10-20
Wealth Enhancement Advisory Services, LLC	DECREASED	14,857	16,594	-1,737	-10%	$553.1K	$597.1K	+$44.0K	2026-10-13
Wilmington Savings Fund Society, FSB	UNCHANGED	14,500	14,500	0	0%	$474.7K	$538.5K	+$63.8K	2026-10-23
Keybank National Association	DECREASED	14,342	14,891	-549	-4%	$487.5K	$532.7K	+$45.1K	2026-11-04
ProShare Advisors LLC	DECREASED	13,518	14,045	-527	-4%	$459.8K	$502.1K	+$42.2K	2026-10-29
Simplex Trading, LLC	DECREASED	13,517	21,031	-7,514	-36%	$688.6K	$502.0K	-$186.5K	2026-11-04
Fruth Investment Management	UNCHANGED	12,800	12,800	0	0%	$419	$475	+$56	2026-10-13
Tcfg Investment Advisors, LLC	DECREASED	12,506	23,153	-10,647	-46%	$758.0K	$464.5K	-$293.6K	2026-10-20
Mutual of America Capital Management LLC	DECREASED	11,404	11,445	-41	0%	$374.7K	$423.5K	+$48.8K	2026-10-23
Atria Investments, Inc	INCREASED	11,264	11,139	+125	+1%	$364.7K	$418.3K	+$53.7K	2026-10-15
Virginia Retirement Systems ET Al	NEW	11,200	—	+11,200	—	—	$416.0K	—	2026-10-28
Profund Advisors LLC	DECREASED	10,951	14,360	-3,409	-24%	$470.1K	$406.7K	-$63.4K	2026-10-29
Caitong International Asset Management Co., Ltd	INCREASED	10,722	8,682	+2,040	+24%	$284.2K	$398.2K	+$114.0K	2026-10-29
Farther Finance Advisors, LLC	INCREASED	10,536	10,455	+81	+1%	$342.4K	$391.3K	+$48.9K	2026-10-08
Ethic Inc.	INCREASED	10,263	9,250	+1,013	+11%	$302.8K	$381.2K	+$78.3K	2026-11-03
Xponance LLC	DECREASED	10,196	10,550	-354	-3%	$345.4K	$378.7K	+$33.3K	2026-11-03
Olistico Wealth, LLC	DECREASED	10,000	11,000	-1,000	-9%	$360.1K	$371.4K	+$11.3K	2026-10-05
Bokf, NA	UNCHANGED	10,000	10,000	0	0%	$327.4K	$371.4K	+$44.0K	2026-10-27
Hedges Asset Management LLC	DECREASED	9,450	11,200	-1,750	-16%	$366.7K	$351.0K	-$15.7K	2026-10-29
Nykredit A/S	INCREASED	7,818	3,419	+4,399	+129%	$111.9K	$290.4K	+$178.4K	2026-11-06
Yorktown Management & Research Co Inc	UNCHANGED	7,800	7,800	0	0%	$255.4K	$289.7K	+$34.3K	2026-10-28
Eads & Heald Wealth Management	DECREASED	7,315	9,920	-2,605	-26%	$324.8K	$271.7K	-$53.1K	2026-10-29
Crossmark Global Holdings, Inc.	DECREASED	6,610	6,818	-208	-3%	$223.2K	$245.5K	+$22.3K	2026-10-21
Choreo, LLC	INCREASED	6,523	6,309	+214	+3%	$206.6K	$242.3K	+$35.7K	2026-10-28
Swiss Life Asset Management Ltd	NEW	6,241	—	+6,241	—	—	$231.8K	—	2026-11-03
CIBC Asset Management Inc	DECREASED	6,222	6,354	-132	-2%	$208.0K	$231.1K	+$23.1K	2026-11-05
Gamma Investing LLC	INCREASED	6,158	5,223	+935	+18%	$171.0K	$228.7K	+$57.7K	2026-10-08
Park Avenue Securities LLC	DECREASED	5,959	7,248	-1,289	-18%	$237.0K	$221.0K	-$16.0K	2026-10-26
Cerro Pacific Wealth Advisors LLC	NEW	5,677	—	+5,677	—	—	$210.8K	—	2026-10-22
Pinnacle Wealth Planning Services, Inc.	INCREASED	5,466	5,455	+11	+0%	$178.6K	$203.0K	+$24.4K	2026-10-27
Pavaki Capital Management LLC	UNCHANGED	4,500	4,500	0	0%	$147.3K	$167.1K	+$19.8K	2026-10-26
Quadrant Capital Group LLC	DECREASED	3,718	6,210	-2,492	-40%	$203.3K	$145.3K	-$58.0K	2026-10-20
Signaturefd, LLC	INCREASED	3,704	3,635	+69	+2%	$119.0K	$137.6K	+$18.6K	2026-10-23
SBI Securities Co., Ltd.	DECREASED	3,102	3,156	-54	-2%	$103.3K	$115.2K	+$11.9K	2026-10-22
KBC Group NV	UNCHANGED	3,079	3,079	0	0%	$101.0K	$114.0K	+$13.0K	2026-10-22
Parallel Advisors, LLC	INCREASED	2,411	2,293	+118	+5%	$75.1K	$89.5K	+$14.5K	2026-11-03
Sterling Capital Management LLC	INCREASED	2,358	1,463	+895	+61%	$47.9K	$87.6K	+$39.7K	2026-10-22
Eastern Bank	UNCHANGED	2,017	2,017	0	0%	$66.0K	$74.9K	+$8.9K	2026-10-05
Chilton Capital Management LLC	UNCHANGED	2,000	2,000	0	0%	$65.5K	$74.3K	+$8.8K	2026-10-28
Versant Capital Management, Inc	UNCHANGED	1,548	1,548	0	0%	$50.7K	$57.5K	+$6.8K	2026-10-02
EverSource Wealth Advisors, LLC	INCREASED	1,534	1,480	+54	+4%	$48.5K	$57.0K	+$8.5K	2026-11-04
Blue Trust, Inc.	UNCHANGED	1,418	1,418	0	0%	$46.4K	$52.7K	+$6.2K	2026-10-15
MassMutual Private Wealth & Trust, FSB	DECREASED	1,118	1,494	-376	-25%	$48.9K	$41.5K	-$7.4K	2026-10-05
Cullen T Bankers, Inc.	INCREASED	1,009	1,003	+6	+1%	$32.9K	$37.5K	+$4.6K	2026-10-28
Salomon & Ludwin, LLC	DECREASED	985	1,021	-36	-4%	$31.6K	$36.6K	+$5.0K	2026-10-29
Central Trust Co	UNCHANGED	885	885	0	0%	$29.0K	$32.9K	+$3.9K	2026-11-05
Parkside Financial Bank & Trust	DECREASED	864	890	-26	-3%	$29.1K	$32.1K	+$3.0K	2026-10-27
Harbor Capital Advisors, Inc.	INCREASED	736	705	+31	+4%	$23.0K	$27	-$23.0K	2026-10-22
Essex Investment Management Co LLC	UNCHANGED	733	733	0	0%	$24.0K	$27.2K	+$3.2K	2026-10-19
Private Trust Co NA	DECREASED	727	766	-39	-5%	$25.1K	$27.0K	+$1.9K	2026-10-20
Allworth Financial LP	INCREASED	598	540	+58	+11%	$17.7K	$19.6K	+$1.9K	2026-11-06
IFP Advisors, Inc	DECREASED	572	595	-23	-4%	$19.5K	$21.2K	+$1.8K	2026-10-16
UMB Bank, n.a.	DECREASED	557	564	-7	-1%	$18.5K	$20.7K	+$2.2K	2026-11-06
Root Financial Partners, LLC	NEW	536	—	+536	—	—	$19.9K	—	2026-10-21
Larson Financial Group LLC	UNCHANGED	379	379	0	0%	$12.4K	$14.1K	+$1.7K	2026-11-05
Private Wealth Management Group, LLC	UNCHANGED	379	379	0	0%	$12.4K	$14.1K	+$1.7K	2026-10-19
Kentucky Trust Co	UNCHANGED	365	365	0	0%	$12.0K	$13.6K	+$1.6K	2026-10-15
Bare Financial Services, Inc	INCREASED	359	284	+75	+26%	$9.3K	$13.3K	+$4.0K	2026-11-04
Cassaday & Co Wealth Management LLC	INCREASED	347	345	+2	+1%	$11.3K	$12.9K	+$1.6K	2026-10-27
Jacobi Capital Management LLC	NEW	325	—	+325	—	—	$12.1K	—	2026-11-05
Armstrong Advisory Group, Inc	UNCHANGED	300	300	0	0%	$9.8K	$11.1K	+$1.3K	2026-10-09
Alpine Bank Wealth Management	UNCHANGED	299	299	0	0%	$9.8K	$11.1K	+$1.3K	2026-10-16
Covestor Ltd	DECREASED	264	275	-11	-4%	$9.0K	$10	-$9.0K	2026-10-30
Physician Wealth Advisors, Inc.	UNCHANGED	251	251	0	0%	$8.2K	$9.3K	+$1.1K	2026-10-20
Owl Creek Wealth Partners LLC	UNCHANGED	245	245	0	0%	$8.0K	$9.1K	+$1.1K	2026-10-20
Strengthening Families & Communities, LLC	INCREASED	239	237	+2	+1%	$7.8K	$8.9K	+$1.1K	2026-10-21
MV Capital Management, Inc.	UNCHANGED	237	237	0	0%	$7.8K	$8.8K	+$1.0K	2026-10-29
Elyxium Wealth, LLC	NEW	224	—	+224	—	—	$8.3K	—	2026-10-27
Tompkins Financial Corp	UNCHANGED	179	179	0	0%	$5.9K	$6.6K	+$788	2026-10-05
Valued Wealth Advisors LLC	INCREASED	171	117	+54	+46%	$3.8K	$6.4K	+$2.5K	2026-11-05
Coston, McIsaac & Partners	UNCHANGED	163	163	0	0%	$5	$6.1K	+$6.0K	2026-11-06
Mather Group, Llc.	NEW	145	—	+145	—	—	$5.4K	—	2026-10-14
Creative Capital Management Investments LLC	INCREASED	142	46	+96	+209%	$1.5K	$5.3K	+$3.8K	2026-10-28
Ascentis Independent Advisors	NEW	135	—	+135	—	—	$5.0K	—	2026-11-03
JFS Wealth Advisors, LLC	DECREASED	120	134	-14	-10%	$4.4K	$4.5K	+$69	2026-11-03
Fortitude Family Office, LLC	INCREASED	103	101	+2	+2%	$3.3K	$3.8K	+$518	2026-10-14
Farmers & Merchants Investments Inc	INCREASED	99	65	+34	+52%	$2.1K	$3.7K	+$1.5K	2026-10-22
Pension & Wealth Management Advisors, Inc.	NEW	87	—	+87	—	—	$3.2K	—	2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	72	72	0	0%	$2.4K	$2.7K	+$317	2026-11-05
Bell Investment Advisors, Inc	UNCHANGED	61	61	0	0%	$2.0K	$2.3K	+$268	2026-10-29
UMB Private Wealth Management, LLC	NEW	56	—	+56	—	—	$2.1K	—	2026-10-19
Ascentis Wealth Management, LLC	NEW	47	—	+47	—	—	$1.7K	—	2026-11-03
Essential Partners LLC	INCREASED	42	36	+6	+17%	$1.2K	$1.6K	+$381	2026-10-14
Noble Wealth Management PBC	NEW	37	—	+37	—	—	$1.4K	—	2026-10-01
Assetmark, Inc	DECREASED	30	51	-21	-41%	$1.7K	$1.1K	-$556	2026-10-21
Cedar Mountain Advisors, LLC	UNCHANGED	30	30	0	0%	$982	$1.1K	+$132	2026-10-15
Country Trust Bank	UNCHANGED	30	30	0	0%	$982	$1.1K	+$132	2026-10-30
Silver Grove Financial Group, Inc.	UNCHANGED	29	29	0	0%	$949	$1.1K	+$128	2026-11-05
Bay Harbor Wealth Management, LLC	INCREASED	27	21	+6	+29%	$688	$1.0K	+$315	2026-11-03
Provenance Wealth Advisors, LLC	NEW	26	—	+26	—	—	$966	—	2026-10-30
Clark Wealth Partners	NEW	25	—	+25	—	—	$929	—	2026-10-19
Hughes Financial Services, LLC	INCREASED	23	22	+1	+5%	$720	$956	+$236	2026-10-30
Compass Financial Management LLC	UNCHANGED	22	22	0	0%	$720	$817	+$97	2026-10-30
SJS Investment Consulting Inc.	UNCHANGED	21	21	0	0%	$688	$780	+$92	2026-10-26
Torren Management, LLC	UNCHANGED	20	20	0	0%	$639	$729	+$90	2026-10-29
DiNuzzo Private Wealth, Inc.	DECREASED	18	19	-1	-5%	$623	$669	+$46	2026-10-16
Valley National Advisers Inc	NEW	17	—	+17	—	—	$632	—	2026-10-23
Inspire Investing, LLC	UNCHANGED	17	17	0	0%	$554	$631	+$77	2026-10-22
Clearstead Advisors, LLC	DECREASED	14	15	-1	-7%	$492	$520	+$28	2026-11-06
Bear Mountain Capital, Inc.	UNCHANGED	14	14	0	0%	$472	$524	+$52	2026-11-04
Tounjian Advisory Partners, LLC	UNCHANGED	13	13	0	0%	$429	$489	+$60	2026-11-04
Gilpin Wealth Management, LLC	DECREASED	12	13	-1	-8%	$426	$446	+$20	2026-10-09
Financial Consulate, Inc	NEW	7	—	+7	—	—	$260	—	2026-10-23
DecisionPoint Financial, LLC	INCREASED	6	4	+2	+50%	$124	$230	+$106	2026-10-27
Abound Wealth Management	UNCHANGED	6	6	0	0%	$197	$223	+$26	2026-10-26
CoreCap Advisors, LLC	NEW	4	—	+4	—	—	$149	—	2026-10-08
Maryland Capital Advisors Inc.	UNCHANGED	2	2	0	0%	$66	$75	+$9	2026-10-15
Activest Wealth Management	DECREASED	1	19	-18	-95%	$622	$37	-$585	2026-10-15
Capital Advisors, Ltd. LLC	UNCHANGED	1	1	0	0%	$0	$0	$0	2026-10-27
Canoe Financial LP	CLOSED	0	821,162	-821,162	-100%	$26.9M	$0	-$26.9M	2026-10-21
Fulcrum Asset Management LLP	CLOSED	0	54,380	-54,380	-100%	$1.8M	$0	-$1.8M	2026-11-04
BI Asset Management Fondsmaeglerselskab A/S	CLOSED	0	32,393	-32,393	-100%	$1.1M	$0	-$1.1M	2026-10-22
Grant Private Wealth Management Inc	CLOSED	0	9,925	-9,925	-100%	$324.9K	$0	-$324.9K	2026-10-19
Commonwealth Equity Services, LLC	CLOSED	0	9,853	-9,853	-100%	$322.6K	$0	-$322.6K	2026-11-02
State of Wyoming	CLOSED	0	8,017	-8,017	-100%	$262.5K	$0	-$262.5K	2026-10-28
Kingdom Financial Group Llc.	CLOSED	0	5,519	-5,519	-100%	$180.7K	$0	-$180.7K	2026-11-04
Summit Securities Group LLC	CLOSED	0	5,028	-5,028	-100%	$164.6K	$0	-$164.6K	2026-11-05
Bayforest Capital Ltd	CLOSED	0	2,890	-2,890	-100%	$94.6K	$0	-$94.6K	2026-11-03
GHP Investment Advisors, Inc.	CLOSED	0	456	-456	-100%	$14.9K	$0	-$14.9K	2026-10-15
International Assets Investment Management, LLC	CLOSED	0	100	-100	-100%	$3.1K	$0	-$3.1K	2026-11-02
Cornerstone Planning Group LLC	CLOSED	0	44	-44	-100%	$1.6K	$0	-$1.6K	2026-10-16
AdvisorNet Financial, Inc	CLOSED	0	39	-39	-100%	$1.3K	$0	-$1.3K	2026-10-15
Plante Moran Financial Advisors, LLC	CLOSED	0	34	-34	-100%	$1.1K	$0	-$1.1K	2026-11-04
Institute for Wealth Management, Llc.	CLOSED	0	28	-28	-100%	$922	$0	-$922	2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.	CLOSED	0	25	-25	-100%	$9.7K	$0	-$9.7K	2026-10-14
Avion Wealth	CLOSED	0	25	-25	-100%	$0	$0	$0	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	14	-14	-100%	$0	$0	$0	2026-11-06
Navigoe, LLC	CLOSED	0	6	-6	-100%	$0	$0	$0	2026-11-04
Davis Capital Management	CLOSED	0	5	-5	-100%	$164	$0	-$164	2026-10-08
BlackRock, Inc.	N/A	—	15,679,163	-15,679,163	-100%	$513.3M	—	—	—
State Farm Mutual Automobile Insurance Co	N/A	—	7,841,430	-7,841,430	-100%	$256.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	6,176,754	-6,176,754	-100%	$202.2M	—	—	—
State Street Corp	N/A	—	4,522,913	-4,522,913	-100%	$148.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	4,166,781	-4,166,781	-100%	$136.4M	—	—	—
American Century Companies Inc	N/A	—	3,847,788	-3,847,788	-100%	$126.0M	—	—	—
Invesco Ltd.	N/A	—	3,749,623	-3,749,623	-100%	$122.8M	—	—	—
Earnest Partners LLC	N/A	—	2,749,682	-2,749,682	-100%	$90.0M	—	—	—
Morgan Stanley	N/A	—	2,549,076	-2,549,076	-100%	$83.5M	—	—	—
Victory Capital Management Inc	N/A	—	2,183,854	-2,183,854	-100%	$71.5M	—	—	—
Citadel Advisors LLC	N/A	—	1,900,404	-1,900,404	-100%	$62.2M	—	—	—
Van Eck Associates Corp	N/A	—	1,798,141	-1,798,141	-100%	$58.9M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	1,526,707	-1,526,707	-100%	$50.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	1,413,448	-1,413,448	-100%	$46.3M	—	—	—
Northern Trust Corp	N/A	—	1,349,754	-1,349,754	-100%	$44.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,340,382	-1,340,382	-100%	$43.9M	—	—	—
Bank of America Corp	N/A	—	1,324,683	-1,324,683	-100%	$43.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,292,240	-1,292,240	-100%	$42.3M	—	—	—
Fairfax Financial Holdings LTD/ CAN	N/A	—	1,174,105	-1,174,105	-100%	$38.5M	—	—	—
Allianz Asset Management GmbH	N/A	—	1,062,600	-1,062,600	-100%	$34.8M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	998,372	-998,372	-100%	$32.7M	—	—	—
Sprott Inc.	N/A	—	843,458	-843,458	-100%	$27.6M	—	—	—
Ameriprise Financial Inc	N/A	—	824,876	-824,876	-100%	$27.0M	—	—	—
UBS Group AG	N/A	—	743,132	-743,132	-100%	$24.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	671,764	-671,764	-100%	$22.0M	—	—	—
Systematic Financial Management LP	N/A	—	619,420	-619,420	-100%	$20.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	615,775	-615,775	-100%	$20.2M	—	—	—
Mariner, LLC	N/A	—	518,106	-518,106	-100%	$17.0M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	500,361	-500,361	-100%	$16.4M	—	—	—
Bridgewater Associates, LP	N/A	—	472,990	-472,990	-100%	$15.5M	—	—	—
Public Sector Pension Investment Board	N/A	—	451,191	-451,191	-100%	$14.8M	—	—	—
Empowered Funds, LLC	N/A	—	448,947	-448,947	-100%	$14.7M	—	—	—
Balyasny Asset Management L.P.	N/A	—	438,367	-438,367	-100%	$14.4M	—	—	—
JPMorgan Chase & Co	N/A	—	434,242	-434,242	-100%	$14.6M	—	—	—
MetLife Investment Management, LLC	N/A	—	426,602	-426,602	-100%	$14.0M	—	—	—
Franklin Resources Inc	N/A	—	419,779	-419,779	-100%	$13.7M	—	—	—
FMR LLC	N/A	—	349,994	-349,994	-100%	$11.5M	—	—	—
Readystate Asset Management LP	N/A	—	284,389	-284,389	-100%	$9.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	283,254	-283,254	-100%	$9.3M	—	—	—
Norges Bank	N/A	—	257,156	-257,156	-100%	$8.4M	—	—	—
Millennium Management LLC	N/A	—	256,409	-256,409	-100%	$8.4M	—	—	—
Rhumbline Advisers	N/A	—	256,235	-256,235	-100%	$8.4M	—	—	—
Nuveen, LLC	N/A	—	239,506	-239,506	-100%	$7.8M	—	—	—
Legal & General Group Plc	N/A	—	220,924	-220,924	-100%	$7.2M	—	—	—
HSBC Holdings PLC	N/A	—	217,907	-217,907	-100%	$7.2M	—	—	—
Swiss National Bank	N/A	—	194,900	-194,900	-100%	$6.4M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	185,417	-185,417	-100%	$6.1M	—	—	—
Newport Trust Company, LLC	N/A	—	181,662	-181,662	-100%	$5.9M	—	—	—
Wells Fargo & Company	N/A	—	171,668	-171,668	-100%	$5.6M	—	—	—
Longaeva Partners L.P.	N/A	—	165,033	-165,033	-100%	$5.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	158,621	-158,621	-100%	$5.2M	—	—	—
Bank of Montreal	N/A	—	145,016	-145,016	-100%	$4.7M	—	—	—
AQR Capital Management LLC	N/A	—	143,564	-143,564	-100%	$4.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	142,247	-142,247	-100%	$4.7M	—	—	—
Renaissance Technologies LLC	N/A	—	139,200	-139,200	-100%	$4.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	138,075	-138,075	-100%	$4.5M	—	—	—
Squarepoint Ops LLC	N/A	—	137,145	-137,145	-100%	$4.5M	—	—	—
SEI Investments Co	N/A	—	133,947	-133,947	-100%	$4.4M	—	—	—
Sagefield Capital LP	N/A	—	130,524	-130,524	-100%	$4.3M	—	—	—
Energy Income Partners, LLC	N/A	—	130,346	-130,346	-100%	$4.3M	—	—	—
Mountain Lake Investment Management LLC	N/A	—	118,197	-118,197	-100%	$3.9M	—	—	—
Alliancebernstein L.P.	N/A	—	116,668	-116,668	-100%	$4.2M	—	—	—
Advisors Asset Management, Inc.	N/A	—	115,903	-115,903	-100%	$3.8M	—	—	—
California State Teachers Retirement System	N/A	—	113,704	-113,704	-100%	$3.7M	—	—	—
Prudential Financial Inc	N/A	—	111,116	-111,116	-100%	$3.6M	—	—	—
LMR Partners LLP	N/A	—	108,534	-108,534	-100%	$3.6M	—	—	—
CIBC World Market Inc.	N/A	—	107,575	-107,575	-100%	$3.5M	—	—	—
Hite Hedge Asset Management LLC	N/A	—	100,000	-100,000	-100%	$3.3M	—	—	—
Canada Life Assurance Co	N/A	—	81,630	-81,630	-100%	$2.7M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	81,422	-81,422	-100%	$2.7M	—	—	—
CoreCommodity Management, LLC	N/A	—	74,405	-74,405	-100%	$2.4M	—	—	—
Cozad Asset Management Inc	N/A	—	65,545	-65,545	-100%	$2.1M	—	—	—
Nomura Asset Management International Inc.	N/A	—	62,805	-62,805	-100%	$2.1M	—	—	—
Palisade Capital Management, LP	N/A	—	60,711	-60,711	-100%	$2.0M	—	—	—
Intech Investment Management LLC	N/A	—	59,822	-59,822	-100%	$2.0M	—	—	—
Voleon Capital Management LP	N/A	—	54,975	-54,975	-100%	$1.8M	—	—	—
First Trust Advisors LP	N/A	—	53,439	-53,439	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	52,517	-52,517	-100%	$1.7M	—	—	—
Quantinno Capital Management LP	N/A	—	51,223	-51,223	-100%	$1.7M	—	—	—
Man Group plc	N/A	—	50,467	-50,467	-100%	$1.7M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	50,091	-50,091	-100%	$1.6M	—	—	—
Caxton Associates LLP	N/A	—	48,955	-48,955	-100%	$1.6M	—	—	—
Guggenheim Capital LLC	N/A	—	46,954	-46,954	-100%	$1.5M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	45,343	-45,343	-100%	$1.5M	—	—	—
Cadence Wealth Management LLC	N/A	—	43,253	-43,253	-100%	$1.4M	—	—	—
Pathstone Holdings, LLC	N/A	—	42,737	-42,737	-100%	$1.4M	—	—	—
Jupiter Topco LLC	N/A	—	41,883	-41,883	-100%	$1.4M	—	—	—
Qube Research & Technologies Ltd	N/A	—	40,701	-40,701	-100%	$1.3M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	38,456	-38,456	-100%	$1.3M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	37,457	-37,457	-100%	$1.2M	—	—	—
Schroder Investment Management Group	N/A	—	36,214	-36,214	-100%	$1.2M	—	—	—
New York State Common Retirement Fund	N/A	—	35,822	-35,822	-100%	$1.2M	—	—	—
BWM Planning, LLC	N/A	—	35,211	-35,211	-100%	$1.2M	—	—	—
Scopus Asset Management, L.P.	N/A	—	35,000	-35,000	-100%	$1.1M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	34,392	-34,392	-100%	$1.1M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	33,253	-33,253	-100%	$1.1M	—	—	—
Stifel Financial Corp	N/A	—	33,165	-33,165	-100%	$1.1M	—	—	—
Dean Investment Associates, LLC	N/A	—	31,751	-31,751	-100%	$1.0M	—	—	—
Private Capital Management, LLC	N/A	—	31,500	-31,500	-100%	$1.0M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	31,267	-31,267	-100%	$1.0M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	30,800	-30,800	-100%	$1.0M	—	—	—
DRW Securities, LLC	N/A	—	30,202	-30,202	-100%	$988.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	29,043	-29,043	-100%	$950.9K	—	—	—
MML Investors Services, LLC	N/A	—	27,236	-27,236	-100%	$891.7K	—	—	—
Cambria Investment Management, L.P.	N/A	—	26,304	-26,304	-100%	$861.2K	—	—	—
Two Sigma Investments, LP	N/A	—	26,299	-26,299	-100%	$861.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	25,154	-25,154	-100%	$823.5K	—	—	—
Raymond James Financial Inc	N/A	—	24,934	-24,934	-100%	$816.3K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	24,863	-24,863	-100%	$814.0K	—	—	—
Jain Global LLC	N/A	—	24,605	-24,605	-100%	$805.6K	—	—	—
Cetera Investment Advisers	N/A	—	24,066	-24,066	-100%	$787.9K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	24,021	-24,021	-100%	$786.4K	—	—	—
Canada Pension Plan Investment Board	N/A	—	23,900	-23,900	-100%	$782.5K	—	—	—
State of Wisconsin Investment Board	N/A	—	23,613	-23,613	-100%	$773.1K	—	—	—
Dean Capital Management	N/A	—	23,018	-23,018	-100%	$753.6K	—	—	—
Benjamin Edwards Inc	N/A	—	22,890	-22,890	-100%	$749.4K	—	—	—
Dockside LLC	N/A	—	22,582	-22,582	-100%	$739.3K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	21,530	-21,530	-100%	$704.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	21,094	-21,094	-100%	$690.6K	—	—	—
Engineers Gate Manager LP	N/A	—	20,962	-20,962	-100%	$686.3K	—	—	—
Peak6 LLC	N/A	—	20,504	-20,504	-100%	$671.3K	—	—	—
RWA Wealth Partners, LLC	N/A	—	20,013	-20,013	-100%	$655.2K	—	—	—
Cary Street Partners Financial LLC	N/A	—	19,115	-19,115	-100%	$625.8K	—	—	—
Voya Investment Management LLC	N/A	—	18,804	-18,804	-100%	$615.6K	—	—	—
Cerity Partners LLC	N/A	—	18,604	-18,604	-100%	$609.1K	—	—	—
Massar Capital Management, LP	N/A	—	17,897	-17,897	-100%	$585.9K	—	—	—
HighTower Advisors, LLC	N/A	—	17,199	-17,199	-100%	$563.1K	—	—	—
Natixis Advisors, LLC	N/A	—	17,176	-17,176	-100%	$562.0K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	16,903	-16,903	-100%	$553.4K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	16,291	-16,291	-100%	$533.4K	—	—	—
Captrust Financial Advisors	N/A	—	16,094	-16,094	-100%	$526.9K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	15,934	-15,934	-100%	$521.7K	—	—	—
Neuberger Berman Group LLC	N/A	—	13,069	-13,069	-100%	$427.9K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	12,659	-12,659	-100%	$414.0K	—	—	—
Affinity Wealth Management LLC	N/A	—	12,643	-12,643	-100%	$413.9K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	12,196	-12,196	-100%	$399.3K	—	—	—
Legato Capital Management LLC	N/A	—	12,004	-12,004	-100%	$393.0K	—	—	—
Weiss Asset Management LP	N/A	—	11,629	-11,629	-100%	$380.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,280	-10,280	-100%	$336.6K	—	—	—
Klcm Advisors, Inc.	N/A	—	10,000	-10,000	-100%	$327.4K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	9,747	-9,747	-100%	$319.1K	—	—	—
Capital Advisors Inc	N/A	—	9,650	-9,650	-100%	$315.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	8,937	-8,937	-100%	$292.6K	—	—	—
SG Americas Securities, LLC	N/A	—	8,843	-8,843	-100%	$290.0K	—	—	—
Magnetar Financial LLC	N/A	—	8,741	-8,741	-100%	$286.2K	—	—	—
Connable Office Inc	N/A	—	8,309	-8,309	-100%	$272.0K	—	—	—
Gotham Asset Management, LLC	N/A	—	8,005	-8,005	-100%	$262.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	7,744	-7,744	-100%	$253.5K	—	—	—
Graham Capital Management, L.P.	N/A	—	7,168	-7,168	-100%	$234.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	6,752	-6,752	-100%	$221.1K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	6,562	-6,562	-100%	$214.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,263	-6,263	-100%	$211.7K	—	—	—
Waterloo Capital, L.P.	N/A	—	6,244	-6,244	-100%	$204.4K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	6,224	-6,224	-100%	$203.8K	—	—	—
Permanent Capital Management, LP	N/A	—	6,200	-6,200	-100%	$203.0K	—	—	—
Legacy Financial Advisors, Inc.	N/A	—	6,173	-6,173	-100%	$202.1K	—	—	—
Core Capital Management & Research, inc.	N/A	—	6,000	-6,000	-100%	$261.3K	—	—	—
Toronto Dominion Bank	N/A	—	5,417	-5,417	-100%	$177.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,514	-3,514	-100%	$115.0K	—	—	—
SouthState Bank Corp	N/A	—	3,304	-3,304	-100%	$108.2K	—	—	—
Walleye Trading LLC	N/A	—	2,969	-2,969	-100%	$97.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	2,960	-2,960	-100%	$98.7K	—	—	—
Hantz Financial Services, Inc.	N/A	—	2,683	-2,683	-100%	$88.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	2,414	-2,414	-100%	$79.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	2,404	-2,404	-100%	$78.7K	—	—	—
Rexford Capital Inc	N/A	—	2,200	-2,200	-100%	$72.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,788	-1,788	-100%	$58.6K	—	—	—
Bessemer Group Inc	N/A	—	1,698	-1,698	-100%	$43.0K	—	—	—
Rothschild Investment LLC	N/A	—	1,337	-1,337	-100%	$43.8K	—	—	—
Arax Advisory Partners	N/A	—	1,267	-1,267	-100%	$41.5K	—	—	—
Nomura Asset Management Co LTD	N/A	—	1,120	-1,120	-100%	$36.7K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	1,054	-1,054	-100%	$34.5K	—	—	—
Optiver Holding B.V.	N/A	—	894	-894	-100%	$29.3K	—	—	—
Huntington National Bank	N/A	—	809	-809	-100%	$26.5K	—	—	—
BFC Planning, Inc.	N/A	—	736	-736	-100%	$24.1K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	691	-691	-100%	$22.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	625	-625	-100%	$20.5K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	500	-500	-100%	$16.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	437	-437	-100%	$14.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	411	-411	-100%	$13.5K	—	—	—
Park Place Capital Corp	N/A	—	380	-380	-100%	$12.4K	—	—	—
Quent Capital, LLC	N/A	—	337	-337	-100%	$11.0K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	304	-304	-100%	$10.0K	—	—	—
Purpose Unlimited Inc.	N/A	—	275	-275	-100%	$9.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	240	-240	-100%	$7.8K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	225	-225	-100%	$7.4K	—	—	—
CVA Family Office, LLC	N/A	—	223	-223	-100%	$7.3K	—	—	—
McMillan Office, Inc.	N/A	—	200	-200	-100%	$6.5K	—	—	—
Walleye Capital LLC	N/A	—	144	-144	-100%	$4.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	142	-142	-100%	$4.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	127	-127	-100%	$4.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	100	-100	-100%	$3.3K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	92	-92	-100%	$3.0K	—	—	—
Raffa Wealth Management, LLC	N/A	—	91	-91	-100%	$3.0K	—	—	—
Rialto Wealth Management, LLC	N/A	—	78	-78	-100%	$2.6K	—	—	—
Kilter Group LLC	N/A	—	73	-73	-100%	$2.4K	—	—	—
Johnson Financial Group, Inc.	N/A	—	70	-70	-100%	$2.3K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	66	-66	-100%	$2.2K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	65	-65	-100%	$2.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	58	-58	-100%	$1.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	56	-56	-100%	$1.8K	—	—	—
Quarry LP	N/A	—	46	-46	-100%	$1.5K	—	—	—
TD Capital Management LLC	N/A	—	40	-40	-100%	$1.3K	—	—	—
Investors Portfolio Services LLC	N/A	—	16	-16	-100%	$524	—	—	—
Ankerstar Wealth, LLC	N/A	—	16	-16	-100%	$524	—	—	—
Harbour Investments, Inc.	N/A	—	15	-15	-100%	$491	—	—	—
HFM Investment Advisors, LLC	N/A	—	15	-15	-100%	$492	—	—	—
LRI Investments, LLC	N/A	—	12	-12	-100%	$393	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	9	-9	-100%	$295	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$45	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 398 of 398 institutions