HP Enterprise Co (HPEPC)

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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Union Bancaire Privee, UBP SA

NEW

Shares30,027,450

Change+30,027,450

Value$653

Filed 2026-11-04

Calamos Advisors LLC

INCREASED

Shares1,593,171 from 1,586,652

Change+6,519 (+0%)

Value$260.6M (+$77.1M)

Filed 2026-11-02

Mackay Shields LLC

INCREASED

Shares601,487 from 601,263

Change+224 (+0%)

Value$98.6M (+$28.4M)

Filed 2026-10-13

Barclays PLC

DECREASED

Shares253,404 from 282,501

Change-29,097 (-10%)

Value$41.4M (+$8.8M)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares216,447 from 232,742

Change-16,295 (-7%)

Value$35.4K (+$8.5K)

Filed 2026-11-05

Torray Investment Partners LLC

INCREASED

Shares183,235 from 183,153

Change+82 (+0%)

Value$30.0M (+$8.8M)

Filed 2026-10-30

Pier 88 Investment Partners LLC

INCREASED

Shares107,240 from 97,940

Change+9,300 (+10%)

Value$17.5M (+$6.2M)

Filed 2026-11-06

Warberg Asset Management LLC

UNCHANGED

Shares100,154 from 100,154

Change0 (0%)

Value$16.4M (+$4.7M)

Filed 2026-11-02

Daiwa Securities Group Inc.

NEW

Shares100,000

Change+100,000

Value$16.4M

Filed 2026-10-29

Wolverine Asset Management LLC

DECREASED

Shares63,750 from 106,270

Change-42,520 (-40%)

Value$10.4M (-$2.0M)

Filed 2026-11-02

Chicago Capital Management, LLC

UNCHANGED

Shares32,900 from 32,900

Change0 (0%)

Value$5.4M (+$1.6M)

Filed 2026-10-21

Rational Advisors, Inc.

INCREASED

Shares31,640 from 22,340

Change+9,300 (+42%)

Value$5.2M (+$2.6M)

Filed 2026-11-02

AlphaCore Capital LLC

UNCHANGED

Shares28,021 from 28,021

Change0 (0%)

Value$4.6M (+$1.3M)

Filed 2026-11-04

Citigroup Inc

DECREASED

Shares14,112 from 57,705

Change-43,593 (-76%)

Value$2.3M (-$4.4M)

Filed 2026-11-04

AGF Management LTD

NEW

Shares13,000

Change+13,000

Value$2.1M

Filed 2026-11-03

Central Pacific Bank - Trust Division

UNCHANGED

Shares9,015 from 9,015

Change0 (0%)

Value$1.5M (+$431.8K)

Filed 2026-10-06

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares7,410 from 30,169

Change-22,759 (-75%)

Value$1.3M (-$2.4M)

Filed 2026-10-13

Calamos Wealth Management LLC

INCREASED

Shares6,365 from 3,411

Change+2,954 (+87%)

Value$1.0M (+$646.5K)

Filed 2026-11-02

Oppenheimer & Co Inc

INCREASED

Shares4,645 from 3,745

Change+900 (+24%)

Value$759.7K (+$326.6K)

Filed 2026-10-26

Samalin Investment Counsel, LLC

DECREASED

Shares3,980 from 6,414

Change-2,434 (-38%)

Value$651.0K (-$90.9K)

Filed 2026-10-23

Deutsche Bank Ag\

UNCHANGED

Shares2,811 from 2,811

Change0 (0%)

Value$459.8K (+$134.6K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares2,729 from 2,733

Change-4 (0%)

Value$446 (+$130)

Filed 2026-11-02

Oppenheimer Asset Management Inc.

DECREASED

Shares2,609 from 2,662

Change-53 (-2%)

Value$426.7K (+$118.8K)

Filed 2026-10-27

Axxion S.A.

NEW

Shares2,000

Change+2,000

Value$327.1K

Filed 2026-10-22

Financiere des Professionnels - Fonds d'investissement inc.

DECREASED

Shares1,790 from 3,550

Change-1,760 (-50%)

Value$292.8K (-$117.8K)

Filed 2026-11-03

Lanark Financial, Inc.

DECREASED

Shares140 from 240

Change-100 (-42%)

Value$22.9K (-$4.9K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

NEW

Shares78

Change+78

Value$12.8K

Filed 2026-11-04

UMB Bank, n.a.

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$12.4K (+$3.6K)

Filed 2026-11-06

US Bancorp \de\

NEW

Shares21

Change+21

Value$3.4K

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$2.1K (+$622)

Filed 2026-10-16

Blue Trust, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$818 (+$240)

Filed 2026-10-15

Russell Investments Group, Ltd.

CLOSED

Shares0 from 268,950

Change-268,950 (-100%)

Value$0 (-$622.1K)

Filed 2026-11-06

Portman Square Capital LLP

CLOSED

Shares0 from 35,000

Change-35,000 (-100%)

Value$0 (-$4.1M)

Filed 2026-10-15

Aequim Alternative Investments LP

N/A

Shares— from 4,050,000

Change-4,050,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 2,649,795

Change-2,649,795 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,930,000

Change-1,930,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,865,930

Change-1,865,930 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,326,827

Change-1,326,827 (-100%)

Value—

CSS LLC

N/A

Shares— from 1,276,322

Change-1,276,322 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 760,010

Change-760,010 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 750,505

Change-750,505 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 750,000

Change-750,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 651,741

Change-651,741 (-100%)

Value—

Credit Industriel ET Commercial

N/A

Shares— from 650,000

Change-650,000 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 610,770

Change-610,770 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 534,665

Change-534,665 (-100%)

Value—

State Street Corp

N/A

Shares— from 455,876

Change-455,876 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 450,000

Change-450,000 (-100%)

Value—

Susquehanna Advisors Group, Inc.

N/A

Shares— from 400,000

Change-400,000 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 368,156

Change-368,156 (-100%)

Value—

HBK Investments L P

N/A

Shares— from 350,000

Change-350,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 340,600

Change-340,600 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 298,360

Change-298,360 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 251,620

Change-251,620 (-100%)

Value—

TPG GP A, LLC

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 203,134

Change-203,134 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 195,150

Change-195,150 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 179,126

Change-179,126 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 176,470

Change-176,470 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 149,500

Change-149,500 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 146,051

Change-146,051 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 144,059

Change-144,059 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 132,368

Change-132,368 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 127,323

Change-127,323 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 122,248

Change-122,248 (-100%)

Value—

Skaana Management L.P.

N/A

Shares— from 85,855

Change-85,855 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 78,952

Change-78,952 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 65,362

Change-65,362 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 65,273

Change-65,273 (-100%)

Value—

River Road Asset Management, LLC

N/A

Shares— from 64,344

Change-64,344 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 64,000

Change-64,000 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 62,310

Change-62,310 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 58,152

Change-58,152 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 53,450

Change-53,450 (-100%)

Value—

Peloton Wealth Strategists

N/A

Shares— from 41,959

Change-41,959 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 30,010

Change-30,010 (-100%)

Value—

Palouse Capital Management, Inc.

N/A

Shares— from 29,579

Change-29,579 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 20,929

Change-20,929 (-100%)

Value—

UBS Group AG

N/A

Shares— from 14,911

Change-14,911 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,993

Change-7,993 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 7,976

Change-7,976 (-100%)

Value—

Financial Sense Advisors, Inc.

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 7,654

Change-7,654 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 7,450

Change-7,450 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 6,275

Change-6,275 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 4,022

Change-4,022 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

&partners

N/A

Shares— from 3,625

Change-3,625 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,459

Change-3,459 (-100%)

Value—

Ground Swell Capital, LLC

N/A

Shares— from 3,432

Change-3,432 (-100%)

Value—

Virtus Fixed Income Advisers, LLC

N/A

Shares— from 3,350

Change-3,350 (-100%)

Value—

Gabelli & Co Investment Advisers, Inc.

N/A

Shares— from 3,025

Change-3,025 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 2,175

Change-2,175 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,925

Change-1,925 (-100%)

Value—

AQR Arbitrage LLC

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 1,367

Change-1,367 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 695

Change-695 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 589

Change-589 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 143

Change-143 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 52

Change-52 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
Union Bancaire Privee, UBP SA	NEW	30,027,450	—	+30,027,450	—	—	$653	—	2026-11-04
Calamos Advisors LLC	INCREASED	1,593,171	1,586,652	+6,519	+0%	$183.5M	$260.6M	+$77.1M	2026-11-02
Mackay Shields LLC	INCREASED	601,487	601,263	+224	+0%	$70.2M	$98.6M	+$28.4M	2026-10-13
Barclays PLC	DECREASED	253,404	282,501	-29,097	-10%	$32.7M	$41.4M	+$8.8M	2026-11-06
Thrivent Financial for Lutherans	DECREASED	216,447	232,742	-16,295	-7%	$26.9K	$35.4K	+$8.5K	2026-11-05
Torray Investment Partners LLC	INCREASED	183,235	183,153	+82	+0%	$21.2M	$30.0M	+$8.8M	2026-10-30
Pier 88 Investment Partners LLC	INCREASED	107,240	97,940	+9,300	+10%	$11.3M	$17.5M	+$6.2M	2026-11-06
Warberg Asset Management LLC	UNCHANGED	100,154	100,154	0	0%	$11.7M	$16.4M	+$4.7M	2026-11-02
Daiwa Securities Group Inc.	NEW	100,000	—	+100,000	—	—	$16.4M	—	2026-10-29
Wolverine Asset Management LLC	DECREASED	63,750	106,270	-42,520	-40%	$12.4M	$10.4M	-$2.0M	2026-11-02
Chicago Capital Management, LLC	UNCHANGED	32,900	32,900	0	0%	$3.8M	$5.4M	+$1.6M	2026-10-21
Rational Advisors, Inc.	INCREASED	31,640	22,340	+9,300	+42%	$2.6M	$5.2M	+$2.6M	2026-11-02
AlphaCore Capital LLC	UNCHANGED	28,021	28,021	0	0%	$3.2M	$4.6M	+$1.3M	2026-11-04
Citigroup Inc	DECREASED	14,112	57,705	-43,593	-76%	$6.7M	$2.3M	-$4.4M	2026-11-04
AGF Management LTD	NEW	13,000	—	+13,000	—	—	$2.1M	—	2026-11-03
Central Pacific Bank - Trust Division	UNCHANGED	9,015	9,015	0	0%	$1.0M	$1.5M	+$431.8K	2026-10-06
Wealth Enhancement Advisory Services, LLC	DECREASED	7,410	30,169	-22,759	-75%	$3.8M	$1.3M	-$2.4M	2026-10-13
Calamos Wealth Management LLC	INCREASED	6,365	3,411	+2,954	+87%	$394.5K	$1.0M	+$646.5K	2026-11-02
Oppenheimer & Co Inc	INCREASED	4,645	3,745	+900	+24%	$433.1K	$759.7K	+$326.6K	2026-10-26
Samalin Investment Counsel, LLC	DECREASED	3,980	6,414	-2,434	-38%	$741.9K	$651.0K	-$90.9K	2026-10-23
Deutsche Bank Ag\	UNCHANGED	2,811	2,811	0	0%	$325.1K	$459.8K	+$134.6K	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	2,729	2,733	-4	0%	$316	$446	+$130	2026-11-02
Oppenheimer Asset Management Inc.	DECREASED	2,609	2,662	-53	-2%	$307.9K	$426.7K	+$118.8K	2026-10-27
Axxion S.A.	NEW	2,000	—	+2,000	—	—	$327.1K	—	2026-10-22
Financiere des Professionnels - Fonds d'investissement inc.	DECREASED	1,790	3,550	-1,760	-50%	$410.6K	$292.8K	-$117.8K	2026-11-03
Lanark Financial, Inc.	DECREASED	140	240	-100	-42%	$27.8K	$22.9K	-$4.9K	2026-10-26
EverSource Wealth Advisors, LLC	NEW	78	—	+78	—	—	$12.8K	—	2026-11-04
UMB Bank, n.a.	UNCHANGED	76	76	0	0%	$8.8K	$12.4K	+$3.6K	2026-11-06
US Bancorp \de\	NEW	21	—	+21	—	—	$3.4K	—	2026-11-05
IFP Advisors, Inc	UNCHANGED	13	13	0	0%	$1.5K	$2.1K	+$622	2026-10-16
Blue Trust, Inc.	UNCHANGED	5	5	0	0%	$578	$818	+$240	2026-10-15
Russell Investments Group, Ltd.	CLOSED	0	268,950	-268,950	-100%	$622.1K	$0	-$622.1K	2026-11-06
Portman Square Capital LLP	CLOSED	0	35,000	-35,000	-100%	$4.1M	$0	-$4.1M	2026-10-15
Aequim Alternative Investments LP	N/A	—	4,050,000	-4,050,000	-100%	$473.9M	—	—	—
Voya Investment Management LLC	N/A	—	2,649,795	-2,649,795	-100%	$306.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,930,000	-1,930,000	-100%	$225.8M	—	—	—
BlackRock, Inc.	N/A	—	1,865,930	-1,865,930	-100%	$215.8M	—	—	—
Franklin Resources Inc	N/A	—	1,326,827	-1,326,827	-100%	$153.5M	—	—	—
CSS LLC	N/A	—	1,276,322	-1,276,322	-100%	$149.3M	—	—	—
Magnetar Financial LLC	N/A	—	760,010	-760,010	-100%	$89.0M	—	—	—
Van Eck Associates Corp	N/A	—	750,505	-750,505	-100%	$86.8M	—	—	—
Weiss Asset Management LP	N/A	—	750,000	-750,000	-100%	$87.4M	—	—	—
Ameriprise Financial Inc	N/A	—	651,741	-651,741	-100%	$75.7M	—	—	—
Credit Industriel ET Commercial	N/A	—	650,000	-650,000	-100%	$74.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	610,770	-610,770	-100%	$71.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	534,665	-534,665	-100%	$61.8M	—	—	—
State Street Corp	N/A	—	455,876	-455,876	-100%	$52.9M	—	—	—
Walleye Capital LLC	N/A	—	450,000	-450,000	-100%	$52.6M	—	—	—
Susquehanna Advisors Group, Inc.	N/A	—	400,000	-400,000	-100%	$46.3M	—	—	—
Sculptor Capital LP	N/A	—	368,156	-368,156	-100%	$42.9M	—	—	—
HBK Investments L P	N/A	—	350,000	-350,000	-100%	$41.0M	—	—	—
FMR LLC	N/A	—	340,600	-340,600	-100%	$39.8M	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	298,360	-298,360	-100%	$34.5M	—	—	—
SSI Investment Management LLC	N/A	—	251,620	-251,620	-100%	$29.4M	—	—	—
TPG GP A, LLC	N/A	—	250,000	-250,000	-100%	$29.2M	—	—	—
Bank of America Corp	N/A	—	203,134	-203,134	-100%	$23.5M	—	—	—
Westwood Holdings Group Inc	N/A	—	195,150	-195,150	-100%	$22.6M	—	—	—
Two Sigma Investments, LP	N/A	—	179,126	-179,126	-100%	$20.7M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	176,470	-176,470	-100%	$20.5K	—	—	—
Gabelli Funds LLC	N/A	—	149,500	-149,500	-100%	$17.3M	—	—	—
Raymond James Financial Inc	N/A	—	146,051	-146,051	-100%	$16.9M	—	—	—
Advent Capital Management	N/A	—	144,059	-144,059	-100%	$16.8M	—	—	—
Wells Fargo & Company	N/A	—	132,368	-132,368	-100%	$15.3M	—	—	—
Nuveen, LLC	N/A	—	127,323	-127,323	-100%	$14.7M	—	—	—
JPMorgan Chase & Co	N/A	—	122,248	-122,248	-100%	$7.9M	—	—	—
Skaana Management L.P.	N/A	—	85,855	-85,855	-100%	$10.0M	—	—	—
Morgan Stanley	N/A	—	78,952	-78,952	-100%	$9.1M	—	—	—
Jane Street Group, LLC	N/A	—	65,362	-65,362	-100%	$7.6M	—	—	—
Federated Hermes, Inc.	N/A	—	65,273	-65,273	-100%	$7.8M	—	—	—
River Road Asset Management, LLC	N/A	—	64,344	-64,344	-100%	$7.4M	—	—	—
Invesco Ltd.	N/A	—	64,000	-64,000	-100%	$7.4M	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	62,310	-62,310	-100%	$7.3M	—	—	—
Captrust Financial Advisors	N/A	—	58,152	-58,152	-100%	$6.7M	—	—	—
Millennium Management LLC	N/A	—	53,450	-53,450	-100%	$125.1K	—	—	—
Peloton Wealth Strategists	N/A	—	41,959	-41,959	-100%	$4.9K	—	—	—
Goldman Sachs Group Inc	N/A	—	30,010	-30,010	-100%	$3.5M	—	—	—
Palouse Capital Management, Inc.	N/A	—	29,579	-29,579	-100%	$3.4M	—	—	—
HRT Financial LP	N/A	—	20,929	-20,929	-100%	$2.4K	—	—	—
UBS Group AG	N/A	—	14,911	-14,911	-100%	$1.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	7,993	-7,993	-100%	$924.5K	—	—	—
Elequin Capital, LP	N/A	—	7,976	-7,976	-100%	$926.4K	—	—	—
Financial Sense Advisors, Inc.	N/A	—	7,900	-7,900	-100%	$913.7K	—	—	—
Regal Investment Advisors LLC	N/A	—	7,654	-7,654	-100%	$885.3K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	7,450	-7,450	-100%	$861.7K	—	—	—
Fiduciary Trust Co	N/A	—	7,000	-7,000	-100%	$809.6K	—	—	—
SEI Investments Co	N/A	—	6,275	-6,275	-100%	$717.1K	—	—	—
Ares Systematic Credit Ltd	N/A	—	4,022	-4,022	-100%	$465.2K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	4,000	-4,000	-100%	$462.6K	—	—	—
&partners	N/A	—	3,625	-3,625	-100%	$419.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,459	-3,459	-100%	$400.1K	—	—	—
Ground Swell Capital, LLC	N/A	—	3,432	-3,432	-100%	$396.9K	—	—	—
Virtus Fixed Income Advisers, LLC	N/A	—	3,350	-3,350	-100%	$391.6K	—	—	—
Gabelli & Co Investment Advisers, Inc.	N/A	—	3,025	-3,025	-100%	$349.9K	—	—	—
Stifel Financial Corp	N/A	—	2,175	-2,175	-100%	$251.6K	—	—	—
Bank of Montreal	N/A	—	1,925	-1,925	-100%	$222.6K	—	—	—
AQR Arbitrage LLC	N/A	—	1,800	-1,800	-100%	$210.5K	—	—	—
Lazard Asset Management LLC	N/A	—	1,367	-1,367	-100%	$32	—	—	—
Virtus Advisers, LLC	N/A	—	800	-800	-100%	$93.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	695	-695	-100%	$80.4K	—	—	—
Royal Bank of Canada	N/A	—	589	-589	-100%	$68.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	143	-143	-100%	$16.5K	—	—	—
Glenmede Trust Co NA	N/A	—	52	-52	-100%	$6.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	24	-24	-100%	$2.8K	—	—	—
Millstone Evans Group, LLC	N/A	—	12	-12	-100%	$1.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	8	-8	-100%	$925	—	—	—

Showing 105 of 105 institutions