Hess Midstream LP (HESM)

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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Alps Advisors Inc

INCREASED

Shares30,427,712 from 29,254,074

Change+1,173,638 (+4%)

Value$1.1B (+$37.1M)

Filed 2026-11-03

Bank of New York Mellon Corp

INCREASED

Shares6,507,955 from 4,720,992

Change+1,786,963 (+38%)

Value$243.2M (+$65.7M)

Filed 2026-11-05

Miller Howard Investments Inc

INCREASED

Shares1,586,630 from 1,558,131

Change+28,499 (+2%)

Value$59.3M (+$706.6K)

Filed 2026-10-26

Fractal Investments LLC

DECREASED

Shares1,139,887 from 1,160,420

Change-20,533 (-2%)

Value$42.6M (-$1.0M)

Filed 2026-10-28

Eagle Global Advisors LLC

DECREASED

Shares857,896 from 858,576

Change-680 (0%)

Value$32.1M (-$222.9K)

Filed 2026-11-02

Neos Investment Management LLC

INCREASED

Shares573,990 from 325,566

Change+248,424 (+76%)

Value$21.5M (+$9.2M)

Filed 2026-11-04

BI Asset Management Fondsmaeglerselskab A/S

NEW

Shares207,817

Change+207,817

Value$7.8M

Filed 2026-10-22

Americana Partners, LLC

UNCHANGED

Shares178,028 from 178,028

Change0 (0%)

Value$6.7M (-$40.9K)

Filed 2026-10-28

Exchange Traded Concepts, LLC

DECREASED

Shares173,884 from 187,694

Change-13,810 (-7%)

Value$6.5M (-$559.2K)

Filed 2026-10-28

Catalyst Capital Advisors LLC

UNCHANGED

Shares156,351 from 156,351

Change0 (0%)

Value$5.8M (-$36.0K)

Filed 2026-11-02

Evergreen Capital Management LLC

INCREASED

Shares140,427 from 134,927

Change+5,500 (+4%)

Value$5.2M (+$174.5K)

Filed 2026-10-23

Castellan Group

INCREASED

Shares114,236 from 113,021

Change+1,215 (+1%)

Value$4.3M (+$19.4K)

Filed 2026-10-19

Maryland State Retirement & Pension System

DECREASED

Shares111,009 from 120,868

Change-9,859 (-8%)

Value$4.1M (-$396.2K)

Filed 2026-11-05

MacKenzie Financial Corp

INCREASED

Shares103,737 from 53,651

Change+50,086 (+93%)

Value$3.9M (+$1.9M)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares97,633 from 98,638

Change-1,005 (-1%)

Value$3.6M (-$60.0K)

Filed 2026-11-02

Westover Capital Advisors, LLC

DECREASED

Shares95,891 from 96,913

Change-1,022 (-1%)

Value$3.6M (-$60.5K)

Filed 2026-10-26

Spirit of America Management Corp

UNCHANGED

Shares88,337 from 88,337

Change0 (0%)

Value$3.3M (-$20.3K)

Filed 2026-10-14

Naples Global Advisors, LLC

DECREASED

Shares71,041 from 71,116

Change-75 (0%)

Value$2.7M (-$19.2K)

Filed 2026-11-05

Inspire Investing, LLC

DECREASED

Shares70,461 from 80,829

Change-10,368 (-13%)

Value$2.6M (-$406.0K)

Filed 2026-10-22

Gilman Hill Asset Management, LLC

UNCHANGED

Shares50,855 from 50,855

Change0 (0%)

Value$1.9M (-$11.7K)

Filed 2026-10-13

Oppenheimer & Co Inc

INCREASED

Shares46,449 from 41,674

Change+4,775 (+11%)

Value$1.7M (+$168.9K)

Filed 2026-10-26

CFM Wealth Partners LLC

UNCHANGED

Shares42,260 from 42,260

Change0 (0%)

Value$1.6M (-$9.7K)

Filed 2026-11-05

Fort Washington Investment Advisors Inc

DECREASED

Shares42,154 from 49,826

Change-7,672 (-15%)

Value$1.6M (-$298.2K)

Filed 2026-10-15

State of New Jersey Common Pension Fund D

DECREASED

Shares40,219 from 41,885

Change-1,666 (-4%)

Value$1.5M (-$71.9K)

Filed 2026-11-05

WBI Investments, LLC

INCREASED

Shares37,349 from 27,599

Change+9,750 (+35%)

Value$1.4M (+$358.0K)

Filed 2026-11-05

Arizona State Retirement System

INCREASED

Shares34,348 from 33,921

Change+427 (+1%)

Value$1.3M (+$8.2K)

Filed 2026-11-03

Penbrook Management LLC

DECREASED

Shares30,005 from 30,055

Change-50 (0%)

Value$1.1M (-$8.8K)

Filed 2026-10-16

DekaBank Deutsche Girozentrale

INCREASED

Shares29,893 from 9,858

Change+20,035 (+203%)

Value$1.1M (+$1.1M)

Filed 2026-10-27

Kestra Private Wealth Services, LLC

DECREASED

Shares28,109 from 29,167

Change-1,058 (-4%)

Value$1.1M (-$46.3K)

Filed 2026-10-30

US Bancorp \de\

UNCHANGED

Shares26,100 from 26,100

Change0 (0%)

Value$975.4K (-$6.0K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares24,356 from 6,659

Change+17,697 (+266%)

Value$910.2K (+$659.8K)

Filed 2026-11-02

Corps Capital Advisors, LLC

UNCHANGED

Shares24,302 from 24,302

Change0 (0%)

Value$908.2K (-$5.6K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares23,269 from 28,140

Change-4,871 (-17%)

Value$791.1K (-$295.9K)

Filed 2026-10-13

Argyle Capital Partners, LLC

DECREASED

Shares22,996 from 23,246

Change-250 (-1%)

Value$859.4K (-$14.7K)

Filed 2026-10-23

apricus wealth, LLC

UNCHANGED

Shares21,500 from 21,500

Change0 (0%)

Value$803.5K (-$4.9K)

Filed 2026-10-26

Adams Asset Advisors, LLC

UNCHANGED

Shares20,550 from 20,550

Change0 (0%)

Value$768.0K (-$4.7K)

Filed 2026-10-08

Pictet Asset Management Holding SA

UNCHANGED

Shares18,233 from 18,233

Change0 (0%)

Value$681.4K (-$4.2K)

Filed 2026-11-03

Wealthstar Advisors, LLC

INCREASED

Shares18,029 from 16,590

Change+1,439 (+9%)

Value$673.7K (+$50.0K)

Filed 2026-10-19

Avior Wealth Management, LLC

UNCHANGED

Shares17,225 from 17,225

Change0 (0%)

Value$643.7K (-$4.0K)

Filed 2026-10-13

Citigroup Inc

DECREASED

Shares16,376 from 84,484

Change-68,108 (-81%)

Value$612.0K (-$2.6M)

Filed 2026-11-04

iA Global Asset Management Inc.

NEW

Shares15,528

Change+15,528

Value$580.0K

Filed 2026-10-29

Thrivent Financial for Lutherans

NEW

Shares14,261

Change+14,261

Value$533.0K

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares14,016 from 6,519

Change+7,497 (+115%)

Value$523.8K (+$278.8K)

Filed 2026-10-08

Swiss Life Asset Management Ltd

INCREASED

Shares13,853 from 8,157

Change+5,696 (+70%)

Value$517.7K (+$211.0K)

Filed 2026-11-03

MGO One Seven LLC

INCREASED

Shares13,527 from 11,733

Change+1,794 (+15%)

Value$505.5K (+$64.3K)

Filed 2026-10-28

Chickasaw Capital Management LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$448.4K (+$448.0K)

Filed 2026-10-08

Apollon Wealth Management, LLC

INCREASED

Shares11,861 from 11,596

Change+265 (+2%)

Value$443.2K (+$7.2K)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

INCREASED

Shares11,678 from 3,318

Change+8,360 (+252%)

Value$436.4K (+$311.7K)

Filed 2026-10-29

Stablepoint Partners, LLC

DECREASED

Shares10,609 from 10,925

Change-316 (-3%)

Value$396.5K (-$14.3K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares10,253 from 11,846

Change-1,593 (-13%)

Value$383.2K (-$62.3K)

Filed 2026-10-29

Abel Hall, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$373.7K (-$2.3K)

Filed 2026-10-19

Oppenheimer Asset Management Inc.

DECREASED

Shares9,678 from 16,973

Change-7,295 (-43%)

Value$361.7K (-$276.5K)

Filed 2026-10-27

Independent Financial Group, LLC

INCREASED

Shares9,370 from 9,266

Change+104 (+1%)

Value$350.1K (+$1.8K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares8,974 from 8,334

Change+640 (+8%)

Value$335.3K (+$22.0K)

Filed 2026-11-02

Kaizen Financial Strategies

INCREASED

Shares8,480 from 8,271

Change+209 (+3%)

Value$316.9K (+$4.4K)

Filed 2026-10-09

Virginia Retirement Systems ET Al

UNCHANGED

Shares8,100 from 8,100

Change0 (0%)

Value$302.7K (-$1.9K)

Filed 2026-10-28

Avidian Wealth Enterprises, LLC

DECREASED

Shares7,482 from 11,821

Change-4,339 (-37%)

Value$279.6K (-$164.9K)

Filed 2026-10-08

Lee Financial Co

UNCHANGED

Shares7,108 from 7,108

Change0 (0%)

Value$265.6K (-$1.6K)

Filed 2026-10-16

Turtle Creek Wealth Advisors, LLC

UNCHANGED

Shares6,967 from 6,967

Change0 (0%)

Value$260.4K (-$1.6K)

Filed 2026-10-15

Arrow Investment Advisors, LLC

INCREASED

Shares6,506 from 5,594

Change+912 (+16%)

Value$243.1K (+$32.8K)

Filed 2026-11-02

Soltis Investment Advisors LLC

NEW

Shares5,650

Change+5,650

Value$211.1K

Filed 2026-10-28

Atria Investments, Inc

INCREASED

Shares5,613 from 5,388

Change+225 (+4%)

Value$209.8K (+$7.2K)

Filed 2026-10-15

Compass Wealth Management LLC

NEW

Shares5,000

Change+5,000

Value$186.9K

Filed 2026-10-22

KBC Group NV

UNCHANGED

Shares4,700 from 4,700

Change0 (0%)

Value$176.0K (-$1.0K)

Filed 2026-10-22

Oakworth Capital, Inc.

NEW

Shares4,300

Change+4,300

Value$160.7K

Filed 2026-10-26

William Mack & Associates, Inc.

NEW

Shares3,600

Change+3,600

Value$134.5K

Filed 2026-10-27

Fifth Third Bancorp

INCREASED

Shares2,921 from 2,848

Change+73 (+3%)

Value$109.2K (+$2.1K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

INCREASED

Shares2,658 from 1,243

Change+1,415 (+114%)

Value$99.3K (+$52.6K)

Filed 2026-10-20

IFP Advisors, Inc

INCREASED

Shares2,557 from 385

Change+2,172 (+564%)

Value$95.6K (+$81.1K)

Filed 2026-10-16

Parkside Financial Bank & Trust

UNCHANGED

Shares2,470 from 2,470

Change0 (0%)

Value$92.3K (-$568)

Filed 2026-10-27

Central Trust Co

UNCHANGED

Shares2,165 from 2,165

Change0 (0%)

Value$80.9K (-$497)

Filed 2026-11-05

Grove Bank & Trust

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$37.4K (-$230)

Filed 2026-10-08

Compass Financial Management LLC

INCREASED

Shares868 from 348

Change+520 (+149%)

Value$32.4K (+$18.4K)

Filed 2026-10-30

Capital Advisors, Ltd. LLC

UNCHANGED

Shares817 from 817

Change0 (0%)

Value$31 ($0)

Filed 2026-10-27

Lanark Financial, Inc.

UNCHANGED

Shares485 from 485

Change0 (0%)

Value$18.1K (-$112)

Filed 2026-10-26

Spire Wealth Management

INCREASED

Shares439 from 431

Change+8 (+2%)

Value$16.4K (+$218)

Filed 2026-10-30

Larson Financial Group LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$14.9K (-$92)

Filed 2026-11-05

Assetmark, Inc

UNCHANGED

Shares344 from 344

Change0 (0%)

Value$12.9K (-$79)

Filed 2026-10-21

CoreCap Advisors, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$11.2K (-$69)

Filed 2026-10-08

Mcdonald Partners LLC

UNCHANGED

Shares278 from 278

Change0 (0%)

Value$10.4K (-$64)

Filed 2026-11-03

Arlington Trust Co LLC

NEW

Shares277

Change+277

Value$10.4K

Filed 2026-10-20

TD Private Client Wealth LLC

INCREASED

Shares264 from 231

Change+33 (+14%)

Value$9.9K (+$1.2K)

Filed 2026-10-28

First Bancorp, Inc

UNCHANGED

Shares219 from 219

Change0 (0%)

Value$8.2K (-$50)

Filed 2026-10-26

Nova Financial LLC

NEW

Shares203

Change+203

Value$7.6K

Filed 2026-11-04

EverSource Wealth Advisors, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$5.6K (-$34)

Filed 2026-11-04

Buck Wealth Strategies, LLC

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$5.4K (-$33)

Filed 2026-10-28

Financial Management Professionals, Inc.

INCREASED

Shares136 from 133

Change+3 (+2%)

Value$5.1K (+$66)

Filed 2026-10-23

Gamma Investing LLC

UNCHANGED

Shares121 from 121

Change0 (0%)

Value$4.5K (-$28)

Filed 2026-10-08

Rakuten Securities, Inc.

DECREASED

Shares117 from 162

Change-45 (-28%)

Value$4.4K (-$1.7K)

Filed 2026-11-02

GK Wealth Management LLC

NEW

Shares101

Change+101

Value$3.8K

Filed 2026-10-09

First Horizon Corp

DECREASED

Shares98 from 170

Change-72 (-42%)

Value$3.7K (-$2.7K)

Filed 2026-10-26

Roxbury Financial LLC

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$2.4K (-$14)

Filed 2026-10-01

Valued Wealth Advisors LLC

INCREASED

Shares17 from 16

Change+1 (+6%)

Value$636 (+$34)

Filed 2026-11-05

City Holding Co

NEW

Shares15

Change+15

Value$560

Filed 2026-10-19

Reap Financial Group, LLC

NEW

Shares10

Change+10

Value$374

Filed 2026-11-02

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 77,286

Change-77,286 (-100%)

Value$0 (-$2.9M)

Filed 2026-10-16

Laurion Capital Management LP

CLOSED

Shares0 from 13,351

Change-13,351 (-100%)

Value$0 (-$502.0K)

Filed 2026-10-30

Cooper Investors PTY LTD

CLOSED

Shares0 from 13,223

Change-13,223 (-100%)

Value$0 (-$497.2K)

Filed 2026-10-13

Fideuram Asset Management (Ireland) dac

CLOSED

Shares0 from 11,297

Change-11,297 (-100%)

Value$0 (-$446.7K)

Filed 2026-10-29

Angeles Wealth Management, LLC

CLOSED

Shares0 from 8,300

Change-8,300 (-100%)

Value$0 (-$312.1K)

Filed 2026-10-26

Creative Planning

CLOSED

Shares0 from 8,250

Change-8,250 (-100%)

Value$0 (-$310.2K)

Filed 2026-11-02

Simplex Trading, LLC

CLOSED

Shares0 from 7,331

Change-7,331 (-100%)

Value$0 (-$275.6K)

Filed 2026-11-04

MCF Advisors LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$37.6K)

Filed 2026-10-28

LifeSteps Financial, Inc.

CLOSED

Shares0 from 280

Change-280 (-100%)

Value$0 (-$10.5K)

Filed 2026-10-15

International Assets Investment Management, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$7.6K)

Filed 2026-11-02

Mather Group, Llc.

CLOSED

Shares0 from 155

Change-155 (-100%)

Value$0 (-$5.8K)

Filed 2026-10-14

Goldman Sachs Group Inc

N/A

Shares— from 8,389,537

Change-8,389,537 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 7,535,978

Change-7,535,978 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,055,800

Change-7,055,800 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 5,786,130

Change-5,786,130 (-100%)

Value—

Tortoise Capital Advisors, L.L.C.

N/A

Shares— from 4,236,214

Change-4,236,214 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,671,592

Change-2,671,592 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 1,984,203

Change-1,984,203 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,974,398

Change-1,974,398 (-100%)

Value—

Epoch Investment Partners, Inc.

N/A

Shares— from 1,945,456

Change-1,945,456 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,906,588

Change-1,906,588 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,674,699

Change-1,674,699 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 1,610,000

Change-1,610,000 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 1,285,671

Change-1,285,671 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,206,735

Change-1,206,735 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 1,170,092

Change-1,170,092 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,167,570

Change-1,167,570 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 1,110,853

Change-1,110,853 (-100%)

Value—

Zimmer Partners, LP

N/A

Shares— from 997,643

Change-997,643 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 961,849

Change-961,849 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 956,243

Change-956,243 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 887,083

Change-887,083 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 871,091

Change-871,091 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 849,868

Change-849,868 (-100%)

Value—

Barclays PLC

N/A

Shares— from 794,850

Change-794,850 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 776,769

Change-776,769 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 694,579

Change-694,579 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 654,959

Change-654,959 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 604,561

Change-604,561 (-100%)

Value—

Longfellow Investment Management Co LLC

N/A

Shares— from 570,158

Change-570,158 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 551,090

Change-551,090 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 537,351

Change-537,351 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 497,700

Change-497,700 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 446,037

Change-446,037 (-100%)

Value—

Kayne Anderson Capital Advisors LP

N/A

Shares— from 411,563

Change-411,563 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 377,010

Change-377,010 (-100%)

Value—

State Street Corp

N/A

Shares— from 365,577

Change-365,577 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 360,782

Change-360,782 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 357,166

Change-357,166 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 353,787

Change-353,787 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 275,828

Change-275,828 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 266,238

Change-266,238 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 260,797

Change-260,797 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 246,700

Change-246,700 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 240,412

Change-240,412 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 235,854

Change-235,854 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 220,875

Change-220,875 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 212,140

Change-212,140 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 193,600

Change-193,600 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 186,117

Change-186,117 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 177,924

Change-177,924 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 159,390

Change-159,390 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 156,564

Change-156,564 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 149,973

Change-149,973 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 147,778

Change-147,778 (-100%)

Value—

Financial Sense Advisors, Inc.

N/A

Shares— from 145,354

Change-145,354 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 141,250

Change-141,250 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 137,788

Change-137,788 (-100%)

Value—

GoodHaven Capital Management, LLC

N/A

Shares— from 133,735

Change-133,735 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 126,700

Change-126,700 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 117,513

Change-117,513 (-100%)

Value—

Hite Hedge Asset Management LLC

N/A

Shares— from 111,963

Change-111,963 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 109,596

Change-109,596 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 108,105

Change-108,105 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 106,871

Change-106,871 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 103,789

Change-103,789 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 101,258

Change-101,258 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 98,668

Change-98,668 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 92,640

Change-92,640 (-100%)

Value—

Heronetta Management, L.P.

N/A

Shares— from 92,505

Change-92,505 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 92,411

Change-92,411 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 89,460

Change-89,460 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 86,823

Change-86,823 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 82,818

Change-82,818 (-100%)

Value—

Abacus FCF Advisors LLC

N/A

Shares— from 81,071

Change-81,071 (-100%)

Value—

Brookfield Corp

N/A

Shares— from 80,544

Change-80,544 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 79,334

Change-79,334 (-100%)

Value—

LGT Fund Management Co Ltd.

N/A

Shares— from 76,883

Change-76,883 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 75,405

Change-75,405 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 67,400

Change-67,400 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 65,817

Change-65,817 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 64,337

Change-64,337 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 61,670

Change-61,670 (-100%)

Value—

Paralel Advisors LLC

N/A

Shares— from 59,361

Change-59,361 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 56,416

Change-56,416 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 56,146

Change-56,146 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 55,455

Change-55,455 (-100%)

Value—

Man Group plc

N/A

Shares— from 55,207

Change-55,207 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 54,601

Change-54,601 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 53,608

Change-53,608 (-100%)

Value—

Bridges Investment Management Inc

N/A

Shares— from 51,380

Change-51,380 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 49,400

Change-49,400 (-100%)

Value—

Amundi

N/A

Shares— from 49,279

Change-49,279 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 49,211

Change-49,211 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 47,809

Change-47,809 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 44,667

Change-44,667 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 42,258

Change-42,258 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 37,120

Change-37,120 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 36,836

Change-36,836 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 33,582

Change-33,582 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 31,958

Change-31,958 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 31,642

Change-31,642 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 31,405

Change-31,405 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 30,812

Change-30,812 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 30,749

Change-30,749 (-100%)

Value—

Omers Administration Corp

N/A

Shares— from 29,602

Change-29,602 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 28,731

Change-28,731 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 28,087

Change-28,087 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 27,724

Change-27,724 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 27,234

Change-27,234 (-100%)

Value—

Qsemble Capital Management, LP

N/A

Shares— from 26,273

Change-26,273 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 24,883

Change-24,883 (-100%)

Value—

Fidelis Capital Partners, LLC

N/A

Shares— from 24,000

Change-24,000 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 23,340

Change-23,340 (-100%)

Value—

American Financial Group Inc

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 21,908

Change-21,908 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 19,993

Change-19,993 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 19,850

Change-19,850 (-100%)

Value—

LGT Group Foundation

N/A

Shares— from 19,810

Change-19,810 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 19,649

Change-19,649 (-100%)

Value—

Twinbeech Capital LP

N/A

Shares— from 18,809

Change-18,809 (-100%)

Value—

Castleark Management LLC

N/A

Shares— from 18,795

Change-18,795 (-100%)

Value—

South Street Advisors LLC

N/A

Shares— from 18,030

Change-18,030 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 17,654

Change-17,654 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 15,849

Change-15,849 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 15,460

Change-15,460 (-100%)

Value—

Stephens Inc

N/A

Shares— from 15,387

Change-15,387 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 15,282

Change-15,282 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 14,705

Change-14,705 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 14,353

Change-14,353 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 13,862

Change-13,862 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 13,381

Change-13,381 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 12,920

Change-12,920 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 12,315

Change-12,315 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 11,271

Change-11,271 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 11,180

Change-11,180 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 10,552

Change-10,552 (-100%)

Value—

Palo Duro Investment Partners, LP

N/A

Shares— from 10,309

Change-10,309 (-100%)

Value—

Dividend Assets Capital, LLC

N/A

Shares— from 10,228

Change-10,228 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 10,216

Change-10,216 (-100%)

Value—

Oxford Asset Management LLP

N/A

Shares— from 10,095

Change-10,095 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 10,071

Change-10,071 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 9,855

Change-9,855 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 9,793

Change-9,793 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 9,642

Change-9,642 (-100%)

Value—

Game Creek Capital, LP

N/A

Shares— from 9,400

Change-9,400 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 9,384

Change-9,384 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 9,156

Change-9,156 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 9,071

Change-9,071 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 8,700

Change-8,700 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 8,375

Change-8,375 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 8,241

Change-8,241 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 8,220

Change-8,220 (-100%)

Value—

Alpine Woods Capital Investors, LLC

N/A

Shares— from 8,021

Change-8,021 (-100%)

Value—

Severin Investments, LLC

N/A

Shares— from 7,995

Change-7,995 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 7,881

Change-7,881 (-100%)

Value—

SageGuard Financial Group, LLC

N/A

Shares— from 7,294

Change-7,294 (-100%)

Value—

Shepherd Wealth Management Ltd Liability Co

N/A

Shares— from 6,800

Change-6,800 (-100%)

Value—

Hardy Reed LLC

N/A

Shares— from 6,740

Change-6,740 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 6,193

Change-6,193 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 5,988

Change-5,988 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 5,985

Change-5,985 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 5,750

Change-5,750 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,697

Change-5,697 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 5,364

Change-5,364 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 5,339

Change-5,339 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 5,247

Change-5,247 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 3,402

Change-3,402 (-100%)

Value—

SBI Okasan Asset Management Co.Ltd.

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,450

Change-2,450 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,368

Change-2,368 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 1,150

Change-1,150 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 994

Change-994 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 775

Change-775 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 759

Change-759 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 635

Change-635 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 579

Change-579 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 465

Change-465 (-100%)

Value—

Nalls Sherbakoff Group, LLC

N/A

Shares— from 440

Change-440 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 303

Change-303 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 250

Change-250 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Corsicana & Co.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 50

Change-50 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 33

Change-33 (-100%)

Value—

Quarry LP

N/A

Shares— from 28

Change-28 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 5

Change-5 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Alps Advisors Inc	INCREASED	30,427,712	29,254,074	+1,173,638	+4%	$1.1B	$1.1B	+$37.1M	2026-11-03
Bank of New York Mellon Corp	INCREASED	6,507,955	4,720,992	+1,786,963	+38%	$177.5M	$243.2M	+$65.7M	2026-11-05
Miller Howard Investments Inc	INCREASED	1,586,630	1,558,131	+28,499	+2%	$58.6M	$59.3M	+$706.6K	2026-10-26
Fractal Investments LLC	DECREASED	1,139,887	1,160,420	-20,533	-2%	$43.6M	$42.6M	-$1.0M	2026-10-28
Eagle Global Advisors LLC	DECREASED	857,896	858,576	-680	0%	$32.3M	$32.1M	-$222.9K	2026-11-02
Neos Investment Management LLC	INCREASED	573,990	325,566	+248,424	+76%	$12.2M	$21.5M	+$9.2M	2026-11-04
BI Asset Management Fondsmaeglerselskab A/S	NEW	207,817	—	+207,817	—	—	$7.8M	—	2026-10-22
Americana Partners, LLC	UNCHANGED	178,028	178,028	0	0%	$6.7M	$6.7M	-$40.9K	2026-10-28
Exchange Traded Concepts, LLC	DECREASED	173,884	187,694	-13,810	-7%	$7.1M	$6.5M	-$559.2K	2026-10-28
Catalyst Capital Advisors LLC	UNCHANGED	156,351	156,351	0	0%	$5.9M	$5.8M	-$36.0K	2026-11-02
Evergreen Capital Management LLC	INCREASED	140,427	134,927	+5,500	+4%	$5.1M	$5.2M	+$174.5K	2026-10-23
Castellan Group	INCREASED	114,236	113,021	+1,215	+1%	$4.2M	$4.3M	+$19.4K	2026-10-19
Maryland State Retirement & Pension System	DECREASED	111,009	120,868	-9,859	-8%	$4.5M	$4.1M	-$396.2K	2026-11-05
MacKenzie Financial Corp	INCREASED	103,737	53,651	+50,086	+93%	$2.0M	$3.9M	+$1.9M	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	97,633	98,638	-1,005	-1%	$3.7M	$3.6M	-$60.0K	2026-11-02
Westover Capital Advisors, LLC	DECREASED	95,891	96,913	-1,022	-1%	$3.6M	$3.6M	-$60.5K	2026-10-26
Spirit of America Management Corp	UNCHANGED	88,337	88,337	0	0%	$3.3M	$3.3M	-$20.3K	2026-10-14
Naples Global Advisors, LLC	DECREASED	71,041	71,116	-75	0%	$2.7M	$2.7M	-$19.2K	2026-11-05
Inspire Investing, LLC	DECREASED	70,461	80,829	-10,368	-13%	$3.0M	$2.6M	-$406.0K	2026-10-22
Gilman Hill Asset Management, LLC	UNCHANGED	50,855	50,855	0	0%	$1.9M	$1.9M	-$11.7K	2026-10-13
Oppenheimer & Co Inc	INCREASED	46,449	41,674	+4,775	+11%	$1.6M	$1.7M	+$168.9K	2026-10-26
CFM Wealth Partners LLC	UNCHANGED	42,260	42,260	0	0%	$1.6M	$1.6M	-$9.7K	2026-11-05
Fort Washington Investment Advisors Inc	DECREASED	42,154	49,826	-7,672	-15%	$1.9M	$1.6M	-$298.2K	2026-10-15
State of New Jersey Common Pension Fund D	DECREASED	40,219	41,885	-1,666	-4%	$1.6M	$1.5M	-$71.9K	2026-11-05
WBI Investments, LLC	INCREASED	37,349	27,599	+9,750	+35%	$1.0M	$1.4M	+$358.0K	2026-11-05
Arizona State Retirement System	INCREASED	34,348	33,921	+427	+1%	$1.3M	$1.3M	+$8.2K	2026-11-03
Penbrook Management LLC	DECREASED	30,005	30,055	-50	0%	$1.1M	$1.1M	-$8.8K	2026-10-16
DekaBank Deutsche Girozentrale	INCREASED	29,893	9,858	+20,035	+203%	$387	$1.1M	+$1.1M	2026-10-27
Kestra Private Wealth Services, LLC	DECREASED	28,109	29,167	-1,058	-4%	$1.1M	$1.1M	-$46.3K	2026-10-30
US Bancorp \de\	UNCHANGED	26,100	26,100	0	0%	$981.4K	$975.4K	-$6.0K	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	24,356	6,659	+17,697	+266%	$250.4K	$910.2K	+$659.8K	2026-11-02
Corps Capital Advisors, LLC	UNCHANGED	24,302	24,302	0	0%	$913.8K	$908.2K	-$5.6K	2026-11-05
Wealth Enhancement Advisory Services, LLC	DECREASED	23,269	28,140	-4,871	-17%	$1.1M	$791.1K	-$295.9K	2026-10-13
Argyle Capital Partners, LLC	DECREASED	22,996	23,246	-250	-1%	$874.1K	$859.4K	-$14.7K	2026-10-23
apricus wealth, LLC	UNCHANGED	21,500	21,500	0	0%	$808.4K	$803.5K	-$4.9K	2026-10-26
Adams Asset Advisors, LLC	UNCHANGED	20,550	20,550	0	0%	$772.7K	$768.0K	-$4.7K	2026-10-08
Pictet Asset Management Holding SA	UNCHANGED	18,233	18,233	0	0%	$685.6K	$681.4K	-$4.2K	2026-11-03
Wealthstar Advisors, LLC	INCREASED	18,029	16,590	+1,439	+9%	$623.8K	$673.7K	+$50.0K	2026-10-19
Avior Wealth Management, LLC	UNCHANGED	17,225	17,225	0	0%	$647.7K	$643.7K	-$4.0K	2026-10-13
Citigroup Inc	DECREASED	16,376	84,484	-68,108	-81%	$3.2M	$612.0K	-$2.6M	2026-11-04
iA Global Asset Management Inc.	NEW	15,528	—	+15,528	—	—	$580.0K	—	2026-10-29
Thrivent Financial for Lutherans	NEW	14,261	—	+14,261	—	—	$533.0K	—	2026-11-05
Farther Finance Advisors, LLC	INCREASED	14,016	6,519	+7,497	+115%	$245.0K	$523.8K	+$278.8K	2026-10-08
Swiss Life Asset Management Ltd	INCREASED	13,853	8,157	+5,696	+70%	$306.7K	$517.7K	+$211.0K	2026-11-03
MGO One Seven LLC	INCREASED	13,527	11,733	+1,794	+15%	$441.2K	$505.5K	+$64.3K	2026-10-28
Chickasaw Capital Management LLC	UNCHANGED	12,000	12,000	0	0%	$451	$448.4K	+$448.0K	2026-10-08
Apollon Wealth Management, LLC	INCREASED	11,861	11,596	+265	+2%	$436.0K	$443.2K	+$7.2K	2026-10-23
Caitong International Asset Management Co., Ltd	INCREASED	11,678	3,318	+8,360	+252%	$124.8K	$436.4K	+$311.7K	2026-10-29
Stablepoint Partners, LLC	DECREASED	10,609	10,925	-316	-3%	$410.8K	$396.5K	-$14.3K	2026-11-03
ProShare Advisors LLC	DECREASED	10,253	11,846	-1,593	-13%	$445.4K	$383.2K	-$62.3K	2026-10-29
Abel Hall, LLC	UNCHANGED	10,000	10,000	0	0%	$376.0K	$373.7K	-$2.3K	2026-10-19
Oppenheimer Asset Management Inc.	DECREASED	9,678	16,973	-7,295	-43%	$638.2K	$361.7K	-$276.5K	2026-10-27
Independent Financial Group, LLC	INCREASED	9,370	9,266	+104	+1%	$348.4K	$350.1K	+$1.8K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	8,974	8,334	+640	+8%	$313.4K	$335.3K	+$22.0K	2026-11-02
Kaizen Financial Strategies	INCREASED	8,480	8,271	+209	+3%	$312.5K	$316.9K	+$4.4K	2026-10-09
Virginia Retirement Systems ET Al	UNCHANGED	8,100	8,100	0	0%	$304.6K	$302.7K	-$1.9K	2026-10-28
Avidian Wealth Enterprises, LLC	DECREASED	7,482	11,821	-4,339	-37%	$444.5K	$279.6K	-$164.9K	2026-10-08
Lee Financial Co	UNCHANGED	7,108	7,108	0	0%	$267.3K	$265.6K	-$1.6K	2026-10-16
Turtle Creek Wealth Advisors, LLC	UNCHANGED	6,967	6,967	0	0%	$262.0K	$260.4K	-$1.6K	2026-10-15
Arrow Investment Advisors, LLC	INCREASED	6,506	5,594	+912	+16%	$210.3K	$243.1K	+$32.8K	2026-11-02
Soltis Investment Advisors LLC	NEW	5,650	—	+5,650	—	—	$211.1K	—	2026-10-28
Atria Investments, Inc	INCREASED	5,613	5,388	+225	+4%	$202.6K	$209.8K	+$7.2K	2026-10-15
Compass Wealth Management LLC	NEW	5,000	—	+5,000	—	—	$186.9K	—	2026-10-22
KBC Group NV	UNCHANGED	4,700	4,700	0	0%	$177.0K	$176.0K	-$1.0K	2026-10-22
Oakworth Capital, Inc.	NEW	4,300	—	+4,300	—	—	$160.7K	—	2026-10-26
William Mack & Associates, Inc.	NEW	3,600	—	+3,600	—	—	$134.5K	—	2026-10-27
Fifth Third Bancorp	INCREASED	2,921	2,848	+73	+3%	$107.1K	$109.2K	+$2.1K	2026-11-05
Nisa Investment Advisors, LLC	INCREASED	2,658	1,243	+1,415	+114%	$46.7K	$99.3K	+$52.6K	2026-10-20
IFP Advisors, Inc	INCREASED	2,557	385	+2,172	+564%	$14.5K	$95.6K	+$81.1K	2026-10-16
Parkside Financial Bank & Trust	UNCHANGED	2,470	2,470	0	0%	$92.9K	$92.3K	-$568	2026-10-27
Central Trust Co	UNCHANGED	2,165	2,165	0	0%	$81.4K	$80.9K	-$497	2026-11-05
Grove Bank & Trust	UNCHANGED	1,000	1,000	0	0%	$37.6K	$37.4K	-$230	2026-10-08
Compass Financial Management LLC	INCREASED	868	348	+520	+149%	$14.0K	$32.4K	+$18.4K	2026-10-30
Capital Advisors, Ltd. LLC	UNCHANGED	817	817	0	0%	$31	$31	$0	2026-10-27
Lanark Financial, Inc.	UNCHANGED	485	485	0	0%	$18.2K	$18.1K	-$112	2026-10-26
Spire Wealth Management	INCREASED	439	431	+8	+2%	$16.2K	$16.4K	+$218	2026-10-30
Larson Financial Group LLC	UNCHANGED	400	400	0	0%	$15.0K	$14.9K	-$92	2026-11-05
Assetmark, Inc	UNCHANGED	344	344	0	0%	$12.9K	$12.9K	-$79	2026-10-21
CoreCap Advisors, LLC	UNCHANGED	300	300	0	0%	$11.3K	$11.2K	-$69	2026-10-08
Mcdonald Partners LLC	UNCHANGED	278	278	0	0%	$10.5K	$10.4K	-$64	2026-11-03
Arlington Trust Co LLC	NEW	277	—	+277	—	—	$10.4K	—	2026-10-20
TD Private Client Wealth LLC	INCREASED	264	231	+33	+14%	$8.7K	$9.9K	+$1.2K	2026-10-28
First Bancorp, Inc	UNCHANGED	219	219	0	0%	$8.2K	$8.2K	-$50	2026-10-26
Nova Financial LLC	NEW	203	—	+203	—	—	$7.6K	—	2026-11-04
EverSource Wealth Advisors, LLC	UNCHANGED	150	150	0	0%	$5.6K	$5.6K	-$34	2026-11-04
Buck Wealth Strategies, LLC	UNCHANGED	145	145	0	0%	$5.5K	$5.4K	-$33	2026-10-28
Financial Management Professionals, Inc.	INCREASED	136	133	+3	+2%	$5.0K	$5.1K	+$66	2026-10-23
Gamma Investing LLC	UNCHANGED	121	121	0	0%	$4.6K	$4.5K	-$28	2026-10-08
Rakuten Securities, Inc.	DECREASED	117	162	-45	-28%	$6.1K	$4.4K	-$1.7K	2026-11-02
GK Wealth Management LLC	NEW	101	—	+101	—	—	$3.8K	—	2026-10-09
First Horizon Corp	DECREASED	98	170	-72	-42%	$6.4K	$3.7K	-$2.7K	2026-10-26
Roxbury Financial LLC	UNCHANGED	64	64	0	0%	$2.4K	$2.4K	-$14	2026-10-01
Valued Wealth Advisors LLC	INCREASED	17	16	+1	+6%	$602	$636	+$34	2026-11-05
City Holding Co	NEW	15	—	+15	—	—	$560	—	2026-10-19
Reap Financial Group, LLC	NEW	10	—	+10	—	—	$374	—	2026-11-02
Y-Intercept (Hong Kong) Ltd	CLOSED	0	77,286	-77,286	-100%	$2.9M	$0	-$2.9M	2026-10-16
Laurion Capital Management LP	CLOSED	0	13,351	-13,351	-100%	$502.0K	$0	-$502.0K	2026-10-30
Cooper Investors PTY LTD	CLOSED	0	13,223	-13,223	-100%	$497.2K	$0	-$497.2K	2026-10-13
Fideuram Asset Management (Ireland) dac	CLOSED	0	11,297	-11,297	-100%	$446.7K	$0	-$446.7K	2026-10-29
Angeles Wealth Management, LLC	CLOSED	0	8,300	-8,300	-100%	$312.1K	$0	-$312.1K	2026-10-26
Creative Planning	CLOSED	0	8,250	-8,250	-100%	$310.2K	$0	-$310.2K	2026-11-02
Simplex Trading, LLC	CLOSED	0	7,331	-7,331	-100%	$275.6K	$0	-$275.6K	2026-11-04
MCF Advisors LLC	CLOSED	0	1,000	-1,000	-100%	$37.6K	$0	-$37.6K	2026-10-28
LifeSteps Financial, Inc.	CLOSED	0	280	-280	-100%	$10.5K	$0	-$10.5K	2026-10-15
International Assets Investment Management, LLC	CLOSED	0	200	-200	-100%	$7.6K	$0	-$7.6K	2026-11-02
Mather Group, Llc.	CLOSED	0	155	-155	-100%	$5.8K	$0	-$5.8K	2026-10-14
Goldman Sachs Group Inc	N/A	—	8,389,537	-8,389,537	-100%	$315.4M	—	—	—
Invesco Ltd.	N/A	—	7,535,978	-7,535,978	-100%	$283.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,055,800	-7,055,800	-100%	$265.3M	—	—	—
Blackstone Inc.	N/A	—	5,786,130	-5,786,130	-100%	$217.6M	—	—	—
Tortoise Capital Advisors, L.L.C.	N/A	—	4,236,214	-4,236,214	-100%	$159.3M	—	—	—
Neuberger Berman Group LLC	N/A	—	2,671,592	-2,671,592	-100%	$100.4M	—	—	—
TD Asset Management Inc	N/A	—	1,984,203	-1,984,203	-100%	$74.6M	—	—	—
UBS Group AG	N/A	—	1,974,398	-1,974,398	-100%	$74.2M	—	—	—
Epoch Investment Partners, Inc.	N/A	—	1,945,456	-1,945,456	-100%	$73.1M	—	—	—
JPMorgan Chase & Co	N/A	—	1,906,588	-1,906,588	-100%	$71.2M	—	—	—
Two Sigma Investments, LP	N/A	—	1,674,699	-1,674,699	-100%	$63.0M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	1,610,000	-1,610,000	-100%	$60.5M	—	—	—
CI Investments Inc.	N/A	—	1,285,671	-1,285,671	-100%	$48.3M	—	—	—
FMR LLC	N/A	—	1,206,735	-1,206,735	-100%	$45.4M	—	—	—
Westwood Holdings Group Inc	N/A	—	1,170,092	-1,170,092	-100%	$44.0M	—	—	—
Morgan Stanley	N/A	—	1,167,570	-1,167,570	-100%	$43.9M	—	—	—
Lazard Asset Management LLC	N/A	—	1,110,853	-1,110,853	-100%	$41.8M	—	—	—
Zimmer Partners, LP	N/A	—	997,643	-997,643	-100%	$37.5M	—	—	—
American Century Companies Inc	N/A	—	961,849	-961,849	-100%	$36.2M	—	—	—
Clearbridge Investments, LLC	N/A	—	956,243	-956,243	-100%	$36.0M	—	—	—
BlackRock, Inc.	N/A	—	887,083	-887,083	-100%	$33.4M	—	—	—
Qube Research & Technologies Ltd	N/A	—	871,091	-871,091	-100%	$32.8M	—	—	—
First Trust Advisors LP	N/A	—	849,868	-849,868	-100%	$32.0M	—	—	—
Barclays PLC	N/A	—	794,850	-794,850	-100%	$29.9M	—	—	—
Millennium Management LLC	N/A	—	776,769	-776,769	-100%	$29.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	694,579	-694,579	-100%	$26.1M	—	—	—
Tudor Investment Corp ET AL	N/A	—	654,959	-654,959	-100%	$24.6M	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	604,561	-604,561	-100%	$22.7M	—	—	—
Longfellow Investment Management Co LLC	N/A	—	570,158	-570,158	-100%	$21.4M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	551,090	-551,090	-100%	$20.7M	—	—	—
Raymond James Financial Inc	N/A	—	537,351	-537,351	-100%	$20.2M	—	—	—
Renaissance Technologies LLC	N/A	—	497,700	-497,700	-100%	$18.7M	—	—	—
Bank of America Corp	N/A	—	446,037	-446,037	-100%	$16.8M	—	—	—
Kayne Anderson Capital Advisors LP	N/A	—	411,563	-411,563	-100%	$15.5M	—	—	—
Algert Global LLC	N/A	—	377,010	-377,010	-100%	$14.2M	—	—	—
State Street Corp	N/A	—	365,577	-365,577	-100%	$13.7M	—	—	—
Jennison Associates LLC	N/A	—	360,782	-360,782	-100%	$13.6M	—	—	—
SG Americas Securities, LLC	N/A	—	357,166	-357,166	-100%	$13.4M	—	—	—
HRT Financial LP	N/A	—	353,787	-353,787	-100%	$13.3M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	275,828	-275,828	-100%	$10.4M	—	—	—
Allianz Asset Management GmbH	N/A	—	266,238	-266,238	-100%	$10.0M	—	—	—
Jane Street Group, LLC	N/A	—	260,797	-260,797	-100%	$9.8M	—	—	—
Swiss National Bank	N/A	—	246,700	-246,700	-100%	$9.3M	—	—	—
LPL Financial LLC	N/A	—	240,412	-240,412	-100%	$9.0M	—	—	—
Nordea Investment Management AB	N/A	—	235,854	-235,854	-100%	$8.9M	—	—	—
UBS Asset Management Americas LLC	N/A	—	220,875	-220,875	-100%	$8.3M	—	—	—
State of Wisconsin Investment Board	N/A	—	212,140	-212,140	-100%	$8.0M	—	—	—
Royal Bank of Canada	N/A	—	193,600	-193,600	-100%	$7.3M	—	—	—
Stifel Financial Corp	N/A	—	186,117	-186,117	-100%	$7.0M	—	—	—
Citadel Advisors LLC	N/A	—	177,924	-177,924	-100%	$6.7M	—	—	—
Advisors Asset Management, Inc.	N/A	—	159,390	-159,390	-100%	$6.0M	—	—	—
Wells Fargo & Company	N/A	—	156,564	-156,564	-100%	$5.9M	—	—	—
Bridgewater Associates, LP	N/A	—	149,973	-149,973	-100%	$5.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	147,778	-147,778	-100%	$5.6M	—	—	—
Financial Sense Advisors, Inc.	N/A	—	145,354	-145,354	-100%	$5.5M	—	—	—
California State Teachers Retirement System	N/A	—	141,250	-141,250	-100%	$5.3M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	137,788	-137,788	-100%	$5.2M	—	—	—
GoodHaven Capital Management, LLC	N/A	—	133,735	-133,735	-100%	$5.0M	—	—	—
Nuveen, LLC	N/A	—	126,700	-126,700	-100%	$4.8M	—	—	—
Schroder Investment Management Group	N/A	—	117,513	-117,513	-100%	$4.4M	—	—	—
Hite Hedge Asset Management LLC	N/A	—	111,963	-111,963	-100%	$4.2M	—	—	—
HSBC Holdings PLC	N/A	—	109,596	-109,596	-100%	$4.1M	—	—	—
Legal & General Group Plc	N/A	—	108,105	-108,105	-100%	$4.1M	—	—	—
Squarepoint Ops LLC	N/A	—	106,871	-106,871	-100%	$4.0M	—	—	—
Trexquant Investment LP	N/A	—	103,789	-103,789	-100%	$3.9M	—	—	—
Balyasny Asset Management L.P.	N/A	—	101,258	-101,258	-100%	$3.8M	—	—	—
Northern Trust Corp	N/A	—	98,668	-98,668	-100%	$3.7M	—	—	—
Holocene Advisors, LP	N/A	—	92,640	-92,640	-100%	$3.5M	—	—	—
Heronetta Management, L.P.	N/A	—	92,505	-92,505	-100%	$3.5M	—	—	—
Treasurer of the State of North Carolina	N/A	—	92,411	-92,411	-100%	$3.5M	—	—	—
Pinnacle Holdings, LLC	N/A	—	89,460	-89,460	-100%	$3.4M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	86,823	-86,823	-100%	$3.3M	—	—	—
Sanctuary Advisors, LLC	N/A	—	82,818	-82,818	-100%	$3.1M	—	—	—
Abacus FCF Advisors LLC	N/A	—	81,071	-81,071	-100%	$3.0M	—	—	—
Brookfield Corp	N/A	—	80,544	-80,544	-100%	$3.0M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	79,334	-79,334	-100%	$3.0M	—	—	—
LGT Fund Management Co Ltd.	N/A	—	76,883	-76,883	-100%	$2.9M	—	—	—
Readystate Asset Management LP	N/A	—	75,405	-75,405	-100%	$2.8M	—	—	—
Texas Yale Capital Corp.	N/A	—	67,400	-67,400	-100%	$2.5M	—	—	—
Ameriprise Financial Inc	N/A	—	65,817	-65,817	-100%	$2.5M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	64,337	-64,337	-100%	$2.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	61,670	-61,670	-100%	$2.3M	—	—	—
Paralel Advisors LLC	N/A	—	59,361	-59,361	-100%	$2.2M	—	—	—
Jupiter Topco LLC	N/A	—	56,416	-56,416	-100%	$2.1M	—	—	—
GSA Capital Partners LLP	N/A	—	56,146	-56,146	-100%	$2.1M	—	—	—
Mariner, LLC	N/A	—	55,455	-55,455	-100%	$2.1M	—	—	—
Man Group plc	N/A	—	55,207	-55,207	-100%	$2.1M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	54,601	-54,601	-100%	$2.1M	—	—	—
Arax Advisory Partners	N/A	—	53,608	-53,608	-100%	$2.0M	—	—	—
Bridges Investment Management Inc	N/A	—	51,380	-51,380	-100%	$1.9M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	49,400	-49,400	-100%	$1.9M	—	—	—
Amundi	N/A	—	49,279	-49,279	-100%	$1.9M	—	—	—
Empowered Funds, LLC	N/A	—	49,211	-49,211	-100%	$1.9M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	47,809	-47,809	-100%	$1.8M	—	—	—
PFG Investments, LLC	N/A	—	44,667	-44,667	-100%	$1.7M	—	—	—
XTX Topco Ltd	N/A	—	42,258	-42,258	-100%	$1.6M	—	—	—
Pacer Advisors, Inc.	N/A	—	37,120	-37,120	-100%	$1.4M	—	—	—
Bramshill Investments, LLC	N/A	—	36,836	-36,836	-100%	$1.4M	—	—	—
Cresset Asset Management, LLC	N/A	—	33,582	-33,582	-100%	$1.3M	—	—	—
Nomura Holdings Inc	N/A	—	31,958	-31,958	-100%	$1.2M	—	—	—
Quantbot Technologies LP	N/A	—	31,642	-31,642	-100%	$1.2M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	31,405	-31,405	-100%	$1.2M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	30,812	-30,812	-100%	$1.2M	—	—	—
Vestcor Inc	N/A	—	30,749	-30,749	-100%	$1.2M	—	—	—
Omers Administration Corp	N/A	—	29,602	-29,602	-100%	$1.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	28,731	-28,731	-100%	$1.1M	—	—	—
Guggenheim Capital LLC	N/A	—	28,087	-28,087	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	27,724	-27,724	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	27,234	-27,234	-100%	$1.0M	—	—	—
Qsemble Capital Management, LP	N/A	—	26,273	-26,273	-100%	$987.9K	—	—	—
Two Sigma Securities, LLC	N/A	—	24,883	-24,883	-100%	$935.6K	—	—	—
Fidelis Capital Partners, LLC	N/A	—	24,000	-24,000	-100%	$902.4K	—	—	—
Entropy Technologies, LP	N/A	—	23,340	-23,340	-100%	$877.6K	—	—	—
American Financial Group Inc	N/A	—	22,000	-22,000	-100%	$827.2K	—	—	—
Van Eck Associates Corp	N/A	—	21,908	-21,908	-100%	$823.7K	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	19,993	-19,993	-100%	$751.7K	—	—	—
Glenmede Trust Co NA	N/A	—	19,850	-19,850	-100%	$746.4K	—	—	—
LGT Group Foundation	N/A	—	19,810	-19,810	-100%	$744.9K	—	—	—
Curi Capital, LLC	N/A	—	19,649	-19,649	-100%	$738.8K	—	—	—
Twinbeech Capital LP	N/A	—	18,809	-18,809	-100%	$707.2K	—	—	—
Castleark Management LLC	N/A	—	18,795	-18,795	-100%	$706.7K	—	—	—
South Street Advisors LLC	N/A	—	18,030	-18,030	-100%	$677.9K	—	—	—
HighTower Advisors, LLC	N/A	—	17,654	-17,654	-100%	$663.8K	—	—	—
Venturi Wealth Management, LLC	N/A	—	15,849	-15,849	-100%	$595.9K	—	—	—
Canada Life Assurance Co	N/A	—	15,460	-15,460	-100%	$580.0K	—	—	—
Stephens Inc	N/A	—	15,387	-15,387	-100%	$578.6K	—	—	—
Cerity Partners LLC	N/A	—	15,282	-15,282	-100%	$574.6K	—	—	—
Gabelli Funds LLC	N/A	—	15,000	-15,000	-100%	$564.0K	—	—	—
Teacher Retirement System of Texas	N/A	—	14,705	-14,705	-100%	$552.9K	—	—	—
Deutsche Bank Ag\	N/A	—	14,353	-14,353	-100%	$539.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	13,862	-13,862	-100%	$521.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	13,381	-13,381	-100%	$503.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	12,920	-12,920	-100%	$485.8K	—	—	—
Caprock Group, LLC	N/A	—	12,315	-12,315	-100%	$463.0K	—	—	—
Summit Financial, LLC	N/A	—	11,271	-11,271	-100%	$423.8K	—	—	—
Navellier & Associates Inc	N/A	—	11,180	-11,180	-100%	$420.4K	—	—	—
Brevan Howard Capital Management LP	N/A	—	10,552	-10,552	-100%	$396.8K	—	—	—
Palo Duro Investment Partners, LP	N/A	—	10,309	-10,309	-100%	$387.6K	—	—	—
Dividend Assets Capital, LLC	N/A	—	10,228	-10,228	-100%	$384.6K	—	—	—
Diversified Trust Co	N/A	—	10,216	-10,216	-100%	$384.1K	—	—	—
Oxford Asset Management LLP	N/A	—	10,095	-10,095	-100%	$379.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	10,071	-10,071	-100%	$378.7K	—	—	—
Focus Partners Wealth	N/A	—	9,855	-9,855	-100%	$370.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	9,793	-9,793	-100%	$368.2K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	9,642	-9,642	-100%	$362.5K	—	—	—
Game Creek Capital, LP	N/A	—	9,400	-9,400	-100%	$353.4K	—	—	—
Aristeia Capital, L.L.C.	N/A	—	9,384	-9,384	-100%	$352.8K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	9,156	-9,156	-100%	$344.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	9,071	-9,071	-100%	$341.1K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	8,700	-8,700	-100%	$327.1K	—	—	—
Fiduciary Trust Co	N/A	—	8,375	-8,375	-100%	$314.9K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	8,241	-8,241	-100%	$310.0K	—	—	—
Virtu Financial LLC	N/A	—	8,220	-8,220	-100%	$309.0K	—	—	—
Alpine Woods Capital Investors, LLC	N/A	—	8,021	-8,021	-100%	$301.6K	—	—	—
Severin Investments, LLC	N/A	—	7,995	-7,995	-100%	$300.6K	—	—	—
Tidal Investments LLC	N/A	—	7,881	-7,881	-100%	$296.3K	—	—	—
SageGuard Financial Group, LLC	N/A	—	7,294	-7,294	-100%	$274.3K	—	—	—
Shepherd Wealth Management Ltd Liability Co	N/A	—	6,800	-6,800	-100%	$271.1K	—	—	—
Hardy Reed LLC	N/A	—	6,740	-6,740	-100%	$253.4K	—	—	—
Cascade Financial Partners, LLC	N/A	—	6,193	-6,193	-100%	$232.9K	—	—	—
Pgim Custom Harvest LLC	N/A	—	6,000	-6,000	-100%	$225.6K	—	—	—
Graham Capital Management, L.P.	N/A	—	5,988	-5,988	-100%	$225.1K	—	—	—
DnB Asset Management AS	N/A	—	5,985	-5,985	-100%	$225.0K	—	—	—
First Manhattan Co. Llc.	N/A	—	5,750	-5,750	-100%	$216.2K	—	—	—
Private Advisor Group, LLC	N/A	—	5,697	-5,697	-100%	$214.2K	—	—	—
Belpointe Asset Management LLC	N/A	—	5,364	-5,364	-100%	$201.7K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	5,339	-5,339	-100%	$200.7K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	5,247	-5,247	-100%	$197.3K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	3,402	-3,402	-100%	$127.9K	—	—	—
SBI Okasan Asset Management Co.Ltd.	N/A	—	2,800	-2,800	-100%	$104.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,450	-2,450	-100%	$92.1K	—	—	—
IFG Advisory, LLC	N/A	—	2,368	-2,368	-100%	$89.0K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	1,150	-1,150	-100%	$43.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	994	-994	-100%	$37.5K	—	—	—
Quent Capital, LLC	N/A	—	775	-775	-100%	$29.1K	—	—	—
Russell Investments Group, Ltd.	N/A	—	759	-759	-100%	$28.5K	—	—	—
Clearstead Advisors, LLC	N/A	—	635	-635	-100%	$23.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	579	-579	-100%	$21.8K	—	—	—
Osbon Capital Management LLC	N/A	—	465	-465	-100%	$17.5K	—	—	—
Nalls Sherbakoff Group, LLC	N/A	—	440	-440	-100%	$16.5K	—	—	—
Allworth Financial LP	N/A	—	303	-303	-100%	$11.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	250	-250	-100%	$9.4K	—	—	—
CVA Family Office, LLC	N/A	—	200	-200	-100%	$7.5K	—	—	—
Corsicana & Co.	N/A	—	200	-200	-100%	$7.5K	—	—	—
Whittier Trust Co	N/A	—	50	-50	-100%	$1.9K	—	—	—
BFC Planning, Inc.	N/A	—	50	-50	-100%	$1.9K	—	—	—
Bessemer Group Inc	N/A	—	33	-33	-100%	$1	—	—	—
Quarry LP	N/A	—	28	-28	-100%	$1.1K	—	—	—
Harbour Investments, Inc.	N/A	—	9	-9	-100%	$352	—	—	—
Fiduciary Financial Advisors	N/A	—	5	-5	-100%	$188	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$38	—	—	—

Showing 297 of 297 institutions