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Horizon Bancorp Inc (HBNC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares1,280,005 from 1,571,707
Change-291,702 (-19%)
Value$24.1M (-$7.3M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares292,511 from 289,490
Change+3,021 (+1%)
Value$5.5M (-$276.0K)
Filed 2026-11-05
Harbour Trust & Investment Management Co
DECREASED
Shares153,870 from 170,742
Change-16,872 (-10%)
Value$2.9M (-$514.1K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares149,834 from 140,056
Change+9,778 (+7%)
Value$2.8M (+$23.0K)
Filed 2026-11-02
Deprince Race & Zollo Inc
DECREASED
Shares111,502 from 117,943
Change-6,441 (-5%)
Value$2.1M (-$256.9K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares75,684 from 56,791
Change+18,893 (+33%)
Value$1.4M (+$290.4K)
Filed 2026-10-16
MacKenzie Financial Corp
INCREASED
Shares69,022 from 22,579
Change+46,443 (+206%)
Value$1.3M (+$848.6K)
Filed 2026-11-02
Sapient Capital LLC
DECREASED
Shares60,060 from 63,386
Change-3,326 (-5%)
Value$1.1M (-$135.5K)
Filed 2026-10-08
State of New Jersey Common Pension Fund D
NEW
Shares59,872
Change+59,872
Value$1.1M
Filed 2026-11-05
Wedge Capital Management L L P
INCREASED
Shares55,939 from 45,955
Change+9,984 (+22%)
Value$1.1M (+$135.2K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares49,536 from 55,894
Change-6,358 (-11%)
Value$932.8K (-$184.0K)
Filed 2026-11-04
Blue Trust, Inc.
UNCHANGED
Shares39,068 from 39,068
Change0 (0%)
Value$735.7K (-$44.9K)
Filed 2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED
Shares38,700 from 38,700
Change0 (0%)
Value$728.7K (-$44.5K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares38,665 from 20,917
Change+17,748 (+85%)
Value$754.0K (+$344.4K)
Filed 2026-10-13
Inspire Investing, LLC
DECREASED
Shares33,814 from 34,033
Change-219 (-1%)
Value$636.7K (-$43.3K)
Filed 2026-10-22
Keybank National Association
INCREASED
Shares32,586 from 30,928
Change+1,658 (+5%)
Value$613.6K (-$4.3K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares30,649 from 34,162
Change-3,513 (-10%)
Value$577.0K (-$106.0K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares17,296 from 14,562
Change+2,734 (+19%)
Value$325.7K (+$34.7K)
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares14,455 from 14,135
Change+320 (+2%)
Value$272.2K (-$10.2K)
Filed 2026-11-03
AMI Investment Management Inc
UNCHANGED
Shares11,823 from 11,823
Change0 (0%)
Value$222.6K (-$13.6K)
Filed 2026-10-27
Sentinel Trust Co LBA
NEW
Shares10,400
Change+10,400
Value$196.0K
Filed 2026-11-03
Capital Asset Advisory Services LLC
DECREASED
Shares10,164 from 11,286
Change-1,122 (-10%)
Value$203.2K (-$22.3K)
Filed 2026-10-30
AMG National Trust Bank
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$188.3K (-$11.5K)
Filed 2026-11-05
Quadrant Capital Group LLC
UNCHANGED
Shares9,101 from 9,101
Change0 (0%)
Value$174.1K (-$7.7K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares8,496 from 8,430
Change+66 (+1%)
Value$160 (-$8)
Filed 2026-10-02
Pathway Financial Advisers, LLC
NEW
Shares7,327
Change+7,327
Value$138.0K
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares6,830 from 807
Change+6,023 (+746%)
Value$128.6K (+$112.5K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares4,555 from 4,501
Change+54 (+1%)
Value$85.8K (-$4.2K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares3,603 from 3,349
Change+254 (+8%)
Value$67.8K (+$931)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares2,091 from 1,898
Change+193 (+10%)
Value$39.4K (+$1.5K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$36.7K (-$2.2K)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares1,693
Change+1,693
Value$31.9K
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$19.5K (-$1.2K)
Filed 2026-10-02
Sterling Capital Management LLC
DECREASED
Shares999 from 1,034
Change-35 (-3%)
Value$18.8K (-$1.8K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares805 from 602
Change+203 (+34%)
Value$15.2K (+$3.1K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares782 from 524
Change+258 (+49%)
Value$14.7K (+$4.3K)
Filed 2026-10-08
Fortitude Family Office, LLC
NEW
Shares756
Change+756
Value$14.2K
Filed 2026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$13.8K (-$841)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares465 from 66
Change+399 (+605%)
Value$8.8K (+$7.4K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$8.7K (-$529)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
NEW
Shares443
Change+443
Value$8.3K
Filed 2026-10-16
Essential Partners LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$5.9K (-$358)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares288 from 250
Change+38 (+15%)
Value$5.4K (+$429)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$4.7K (-$284)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
DECREASED
Shares152 from 157
Change-5 (-3%)
Value$2.9K (-$275)
Filed 2026-11-05
Parkside Financial Bank & Trust
NEW
Shares134
Change+134
Value$2.5K
Filed 2026-10-27
True Wealth Design, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$2.2K (-$134)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares89
Change+89
Value$1.7K
Filed 2026-10-21
Nisa Investment Advisors, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$1.6K (-$99)
Filed 2026-10-20
James T. Borello RIA
INCREASED
Shares58 from 55
Change+3 (+5%)
Value$1.1K (-$7)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$1.1K (-$67)
Filed 2026-10-05
Ascentis Wealth Management, LLC
NEW
Shares56
Change+56
Value$1.1K
Filed 2026-11-03
Bare Financial Services, Inc
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$923 (-$56)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$565 (-$34)
Filed 2026-10-09
American Capital Advisory, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$226 (-$14)
Filed 2026-10-28
CoreCap Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$94 (-$6)
Filed 2026-10-08
Assetmark, Inc
NEW
Shares4
Change+4
Value$75
Filed 2026-10-21
SBI Securities Co., Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$56 (-$4)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 35,913
Change-35,913 (-100%)
Value$0 (-$717.6K)
Filed 2026-10-14
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 31,276
Change-31,276 (-100%)
Value$0 (-$624.9K)
Filed 2026-10-26
Virginia Retirement Systems ET Al
CLOSED
Shares0 from 27,700
Change-27,700 (-100%)
Value$0 (-$553.4K)
Filed 2026-10-28
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 16,748
Change-16,748 (-100%)
Value$0 (-$334.6K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 11,286
Change-11,286 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-21
State of Alaska, Department of Revenue
CLOSED
Shares0 from 1,751
Change-1,751 (-100%)
Value$0 (-$34)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$999)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 7,201,718
Change-7,201,718 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,235,822
Change-2,235,822 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,203,515
Change-2,203,515 (-100%)
Value—
PL Capital Advisors, LLCA
N/A
Shares— from 1,812,825
Change-1,812,825 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,808,272
Change-1,808,272 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,644,321
Change-1,644,321 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,368,401
Change-1,368,401 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,340,734
Change-1,340,734 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 1,246,550
Change-1,246,550 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,090,943
Change-1,090,943 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,019,265
Change-1,019,265 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 970,116
Change-970,116 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 806,618
Change-806,618 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 710,000
Change-710,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 657,713
Change-657,713 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 624,932
Change-624,932 (-100%)
Value—
Stieven Capital Advisors, L.P.
N/A
Shares— from 589,179
Change-589,179 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 517,082
Change-517,082 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 493,176
Change-493,176 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 481,470
Change-481,470 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 464,197
Change-464,197 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 445,103
Change-445,103 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 433,147
Change-433,147 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 425,352
Change-425,352 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 411,959
Change-411,959 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 398,427
Change-398,427 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 339,071
Change-339,071 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 336,168
Change-336,168 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 306,270
Change-306,270 (-100%)
Value—
Elizabeth Park Capital Advisors, Ltd.
N/A
Shares— from 284,669
Change-284,669 (-100%)
Value—
Siena Capital Partners GP, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 195,494
Change-195,494 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 188,700
Change-188,700 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 170,787
Change-170,787 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 156,495
Change-156,495 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 155,500
Change-155,500 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 147,606
Change-147,606 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 142,466
Change-142,466 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 135,782
Change-135,782 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 128,133
Change-128,133 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 121,407
Change-121,407 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 118,578
Change-118,578 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 113,500
Change-113,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 109,238
Change-109,238 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 104,144
Change-104,144 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 103,317
Change-103,317 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 102,750
Change-102,750 (-100%)
Value—
Barclays PLC
N/A
Shares— from 98,547
Change-98,547 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 92,190
Change-92,190 (-100%)
Value—
HoldCo Asset Management, LPA
N/A
Shares— from 91,756
Change-91,756 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 88,725
Change-88,725 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 84,081
Change-84,081 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 82,814
Change-82,814 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 82,812
Change-82,812 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 76,865
Change-76,865 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 72,526
Change-72,526 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 69,858
Change-69,858 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 69,587
Change-69,587 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 69,108
Change-69,108 (-100%)
Value—
Man Group plc
N/A
Shares— from 68,753
Change-68,753 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 66,729
Change-66,729 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 63,948
Change-63,948 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 61,106
Change-61,106 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 61,045
Change-61,045 (-100%)
Value—
UBS Group AG
N/A
Shares— from 60,870
Change-60,870 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 57,517
Change-57,517 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 54,847
Change-54,847 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 54,525
Change-54,525 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 50,768
Change-50,768 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 47,392
Change-47,392 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,525
Change-42,525 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 41,656
Change-41,656 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 40,125
Change-40,125 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 39,441
Change-39,441 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 37,172
Change-37,172 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 36,665
Change-36,665 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 36,211
Change-36,211 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Minerva Advisors LLC
N/A
Shares— from 35,052
Change-35,052 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 33,697
Change-33,697 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 31,979
Change-31,979 (-100%)
Value—
Blair William & Co
N/A
Shares— from 31,288
Change-31,288 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 29,952
Change-29,952 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,732
Change-29,732 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 28,979
Change-28,979 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 28,957
Change-28,957 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 28,117
Change-28,117 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 27,152
Change-27,152 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 27,152
Change-27,152 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 27,127
Change-27,127 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 25,867
Change-25,867 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,760
Change-25,760 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 24,889
Change-24,889 (-100%)
Value—
Boston Partners
N/A
Shares— from 24,462
Change-24,462 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 24,184
Change-24,184 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 23,620
Change-23,620 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 22,827
Change-22,827 (-100%)
Value—
Varcov Co.
N/A
Shares— from 21,605
Change-21,605 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 21,420
Change-21,420 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 19,810
Change-19,810 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 19,712
Change-19,712 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,772
Change-18,772 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 18,014
Change-18,014 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 17,018
Change-17,018 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,894
Change-16,894 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,256
Change-15,256 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 14,401
Change-14,401 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 14,158
Change-14,158 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 13,710
Change-13,710 (-100%)
Value—
Amundi
N/A
Shares— from 13,537
Change-13,537 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 12,937
Change-12,937 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 11,389
Change-11,389 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,971
Change-10,971 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 10,729
Change-10,729 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 10,673
Change-10,673 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 10,249
Change-10,249 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,156
Change-10,156 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,127
Change-10,127 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 9,395
Change-9,395 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,635
Change-6,635 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 4,139
Change-4,139 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 613
Change-613 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 245
Change-245 (-100%)
Value—
Quarry LP
N/A
Shares— from 233
Change-233 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 142
Change-142 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 105
Change-105 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED1,280,0051,571,707-291,702-19%$31.4M$24.1M-$7.3M2026-11-04
Bank of New York Mellon Corp
INCREASED292,511289,490+3,021+1%$5.8M$5.5M-$276.0K2026-11-05
Harbour Trust & Investment Management Co
DECREASED153,870170,742-16,872-10%$3.4M$2.9M-$514.1K2026-10-28
Creative Planning
INCREASED149,834140,056+9,778+7%$2.8M$2.8M+$23.0K2026-11-02
Deprince Race & Zollo Inc
DECREASED111,502117,943-6,441-5%$2.4M$2.1M-$256.9K2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED75,68456,791+18,893+33%$1.1M$1.4M+$290.4K2026-10-16
MacKenzie Financial Corp
INCREASED69,02222,579+46,443+206%$451.1K$1.3M+$848.6K2026-11-02
Sapient Capital LLC
DECREASED60,06063,386-3,326-5%$1.3M$1.1M-$135.5K2026-10-08
State of New Jersey Common Pension Fund D
NEW59,872—+59,872——$1.1M—2026-11-05
Wedge Capital Management L L P
INCREASED55,93945,955+9,984+22%$918.2K$1.1M+$135.2K2026-10-13
Citigroup Inc
DECREASED49,53655,894-6,358-11%$1.1M$932.8K-$184.0K2026-11-04
Blue Trust, Inc.
UNCHANGED39,06839,06800%$780.6K$735.7K-$44.9K2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED38,70038,70000%$773.2K$728.7K-$44.5K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED38,66520,917+17,748+85%$409.6K$754.0K+$344.4K2026-10-13
Inspire Investing, LLC
DECREASED33,81434,033-219-1%$680.0K$636.7K-$43.3K2026-10-22
Keybank National Association
INCREASED32,58630,928+1,658+5%$617.9K$613.6K-$4.3K2026-11-04
Thrivent Financial for Lutherans
DECREASED30,64934,162-3,513-10%$683.0K$577.0K-$106.0K2026-11-05
Fifth Third Bancorp
INCREASED17,29614,562+2,734+19%$290.9K$325.7K+$34.7K2026-11-05
Arizona State Retirement System
INCREASED14,45514,135+320+2%$282.4K$272.2K-$10.2K2026-11-03
AMI Investment Management Inc
UNCHANGED11,82311,82300%$236.2K$222.6K-$13.6K2026-10-27
Sentinel Trust Co LBA
NEW10,400—+10,400——$196.0K—2026-11-03
Capital Asset Advisory Services LLC
DECREASED10,16411,286-1,122-10%$225.5K$203.2K-$22.3K2026-10-30
AMG National Trust Bank
UNCHANGED10,00010,00000%$199.8K$188.3K-$11.5K2026-11-05
Quadrant Capital Group LLC
UNCHANGED9,1019,10100%$181.8K$174.1K-$7.7K2026-10-20
CX Institutional
INCREASED8,4968,430+66+1%$168$160-$82026-10-02
Pathway Financial Advisers, LLC
NEW7,327—+7,327——$138.0K—2026-10-27
Larson Financial Group LLC
INCREASED6,830807+6,023+746%$16.1K$128.6K+$112.5K2026-11-05
Parallel Advisors, LLC
INCREASED4,5554,501+54+1%$89.9K$85.8K-$4.2K2026-11-03
Signaturefd, LLC
INCREASED3,6033,349+254+8%$66.9K$67.8K+$9312026-10-23
US Bancorp \de\
INCREASED2,0911,898+193+10%$37.9K$39.4K+$1.5K2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED1,9491,94900%$38.9K$36.7K-$2.2K2026-11-04
Rossby Financial, LCC
NEW1,693—+1,693——$31.9K—2026-11-05
Versant Capital Management, Inc
UNCHANGED1,0361,03600%$20.7K$19.5K-$1.2K2026-10-02
Sterling Capital Management LLC
DECREASED9991,034-35-3%$20.7K$18.8K-$1.8K2026-10-22
Gamma Investing LLC
INCREASED805602+203+34%$12.0K$15.2K+$3.1K2026-10-08
Farther Finance Advisors, LLC
INCREASED782524+258+49%$10.5K$14.7K+$4.3K2026-10-08
Fortitude Family Office, LLC
NEW756—+756——$14.2K—2026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED73273200%$14.6K$13.8K-$8412026-11-04
SJS Investment Consulting Inc.
INCREASED46566+399+605%$1.3K$8.8K+$7.4K2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED46046000%$9.2K$8.7K-$5292026-10-27
Pension & Wealth Management Advisors, Inc.
NEW443—+443——$8.3K—2026-10-16
Essential Partners LLC
UNCHANGED31131100%$6.2K$5.9K-$3582026-10-14
Physician Wealth Advisors, Inc.
INCREASED288250+38+15%$5.0K$5.4K+$4292026-10-20
IFP Advisors, Inc
UNCHANGED24724700%$4.9K$4.7K-$2842026-10-16
Silver Grove Financial Group, Inc.
DECREASED152157-5-3%$3.1K$2.9K-$2752026-11-05
Parkside Financial Bank & Trust
NEW134—+134——$2.5K—2026-10-27
True Wealth Design, LLC
UNCHANGED11711700%$2.3K$2.2K-$1342026-10-13
Root Financial Partners, LLC
NEW89—+89——$1.7K—2026-10-21
Nisa Investment Advisors, LLC
UNCHANGED868600%$1.7K$1.6K-$992026-10-20
James T. Borello RIA
INCREASED5855+3+5%$1.1K$1.1K-$72026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED585800%$1.2K$1.1K-$672026-10-05
Ascentis Wealth Management, LLC
NEW56—+56——$1.1K—2026-11-03
Bare Financial Services, Inc
UNCHANGED494900%$979$923-$562026-11-04
Trust Co
UNCHANGED303000%$599$565-$342026-10-09
American Capital Advisory, LLC
UNCHANGED121200%$240$226-$142026-10-28
CoreCap Advisors, LLC
UNCHANGED5500%$100$94-$62026-10-08
Assetmark, Inc
NEW4—+4——$75—2026-10-21
SBI Securities Co., Ltd.
UNCHANGED3300%$60$56-$42026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED035,913-35,913-100%$717.6K$0-$717.6K2026-10-14
B.O.S.S. Retirement Advisors, LLC
CLOSED031,276-31,276-100%$624.9K$0-$624.9K2026-10-26
Virginia Retirement Systems ET Al
CLOSED027,700-27,700-100%$553.4K$0-$553.4K2026-10-28
Counterpoint Mutual Funds LLC
CLOSED016,748-16,748-100%$334.6K$0-$334.6K2026-10-16
Axxcess Wealth Management, LLC
CLOSED011,286-11,286-100%$225.5K$0-$225.5K2026-10-21
State of Alaska, Department of Revenue
CLOSED01,751-1,751-100%$34$0-$342026-10-15
Stone House Investment Management, LLC
CLOSED050-50-100%$999$0-$9992026-10-23
BlackRock, Inc.
N/A—7,201,718-7,201,718-100%$143.9M———
Alliancebernstein L.P.
N/A—2,235,822-2,235,822-100%$37.0M———
Vanguard Capital Management LLC
N/A—2,203,515-2,203,515-100%$44.0M———
PL Capital Advisors, LLCA
N/A—1,812,825-1,812,825-100%$36.2M———
State Street Corp
N/A—1,808,272-1,808,272-100%$36.1M———
Jennison Associates LLC
N/A—1,644,321-1,644,321-100%$32.9M———
Adage Capital Partners GP, L.L.C.
N/A—1,368,401-1,368,401-100%$27.3M———
Geode Capital Management, LLC
N/A—1,340,734-1,340,734-100%$26.8M———
FJ Capital Management LLC
N/A—1,246,550-1,246,550-100%$24.9M———
Manufacturers Life Insurance Company, the
N/A—1,090,943-1,090,943-100%$21.8M———
Vanguard Portfolio Management LLC
N/A—1,019,265-1,019,265-100%$20.4M———
Two Sigma Investments, LP
N/A—970,116-970,116-100%$19.4M———
Goldman Sachs Group Inc
N/A—806,618-806,618-100%$16.1M———
Maltese Capital Management LLC
N/A—710,000-710,000-100%$14.2M———
JPMorgan Chase & Co
N/A—657,713-657,713-100%$13.2M———
Price T Rowe Associates Inc
N/A—624,932-624,932-100%$12.5M———
Stieven Capital Advisors, L.P.
N/A—589,179-589,179-100%$11.8M———
Wellington Management Group LLP
N/A—517,082-517,082-100%$10.3M———
Northern Trust Corp
N/A—493,176-493,176-100%$9.9M———
Kennedy Capital Management LLC
N/A—481,470-481,470-100%$9.6M———
Morgan Stanley
N/A—464,197-464,197-100%$9.3M———
Horizon Bancorp Inc
N/A—445,103-445,103-100%$8.9M———
Charles Schwab Investment Management Inc
N/A—433,147-433,147-100%$8.7M———
Pacific Ridge Capital Partners, LLC
N/A—425,352-425,352-100%$8.5M———
AQR Capital Management LLC
N/A—411,959-411,959-100%$8.2M———
Qube Research & Technologies Ltd
N/A—398,427-398,427-100%$8.0M———
Vanguard Fiduciary Trust Co
N/A—339,071-339,071-100%$6.8M———
Russell Investments Group, Ltd.
N/A—336,168-336,168-100%$6.7M———
CSM Advisors, LLC
N/A—306,270-306,270-100%$6.1M———
Elizabeth Park Capital Advisors, Ltd.
N/A—284,669-284,669-100%$5.7M———
Siena Capital Partners GP, LLC
N/A—200,000-200,000-100%$4.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—195,494-195,494-100%$3.9M———
First Trust Advisors LP
N/A—188,700-188,700-100%$3.8M———
Verition Fund Management LLC
N/A—170,787-170,787-100%$3.4M———
Millennium Management LLC
N/A—156,495-156,495-100%$3.1M———
Renaissance Technologies LLC
N/A—155,500-155,500-100%$3.1M———
Point72 Asset Management, L.P.
N/A—147,606-147,606-100%$2.9M———
Atom Investors LP
N/A—142,466-142,466-100%$2.8M———
Quantinno Capital Management LP
N/A—135,782-135,782-100%$2.7M———
American Century Companies Inc
N/A—128,133-128,133-100%$2.6M———
Federated Hermes, Inc.
N/A—121,407-121,407-100%$2.4M———
Nuveen, LLC
N/A—118,578-118,578-100%$2.4M———
Bayview Asset Management, LLC
N/A—113,500-113,500-100%$2.3M———
Bank of America Corp
N/A—109,238-109,238-100%$2.2M———
Marshall Wace, LLP
N/A—104,144-104,144-100%$2.1M———
Wells Fargo & Company
N/A—103,317-103,317-100%$2.1M———
Swiss National Bank
N/A—102,750-102,750-100%$2.1M———
Barclays PLC
N/A—98,547-98,547-100%$2.0M———
Algert Global LLC
N/A—92,190-92,190-100%$1.8M———
HoldCo Asset Management, LPA
N/A—91,756-91,756-100%$1.8M———
Victory Capital Management Inc
N/A—88,725-88,725-100%$1.8M———
UBS Asset Management Americas LLC
N/A—84,081-84,081-100%$1.7M———
Oxford Financial Group, Ltd. LLC
N/A—82,814-82,814-100%$1.7M———
Arrowstreet Capital, Limited Partnership
N/A—82,812-82,812-100%$1.7M———
Schonfeld Strategic Advisors LLC
N/A—76,865-76,865-100%$1.5M———
Invesco Ltd.
N/A—72,526-72,526-100%$1.4M———
Sanctuary Advisors, LLC
N/A—69,858-69,858-100%$1.4M———
Polymer Capital Management (US) LLC
N/A—69,587-69,587-100%$1.4M———
XTX Topco Ltd
N/A—69,108-69,108-100%$1.4M———
Man Group plc
N/A—68,753-68,753-100%$1.4M———
Raymond James Financial Inc
N/A—66,729-66,729-100%$1.3M———
Rhumbline Advisers
N/A—63,948-63,948-100%$1.3M———
State of Wisconsin Investment Board
N/A—61,106-61,106-100%$1.2M———
California State Teachers Retirement System
N/A—61,045-61,045-100%$1.2M———
UBS Group AG
N/A—60,870-60,870-100%$1.2M———
Numerai GP LLC
N/A—57,517-57,517-100%$1.1M———
HSBC Holdings PLC
N/A—54,847-54,847-100%$1.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—54,525-54,525-100%$1.1M———
Deutsche Bank Ag\
N/A—50,768-50,768-100%$1.0M———
SEI Investments Co
N/A—47,392-47,392-100%$946.9K———
Mariner, LLC
N/A—42,525-42,525-100%$849.7K———
D. E. Shaw & Co., Inc.
N/A—41,656-41,656-100%$832.3K———
Vanguard Asset Management, Ltd
N/A—40,125-40,125-100%$801.7K———
Legal & General Group Plc
N/A—39,441-39,441-100%$788.0K———
Arkadios Wealth Advisors
N/A—37,172-37,172-100%$742.7K———
Franklin Resources Inc
N/A—36,665-36,665-100%$732.6K———
Hancock Whitney Corp
N/A—36,211-36,211-100%$723.5K———
1ST Source Bank
N/A—36,000-36,000-100%$719.3K———
Minerva Advisors LLC
N/A—35,052-35,052-100%$700.3K———
IEQ Capital, LLC
N/A—33,697-33,697-100%$673.3K———
Trexquant Investment LP
N/A—31,979-31,979-100%$638.9K———
Blair William & Co
N/A—31,288-31,288-100%$625.1K———
MetLife Investment Management, LLC
N/A—29,952-29,952-100%$598.4K———
FMR LLC
N/A—29,732-29,732-100%$594.0K———
Vanguard Global Advisers, LLC
N/A—28,979-28,979-100%$579.0K———
Prudential Financial Inc
N/A—28,957-28,957-100%$578.6K———
Hantz Financial Services, Inc.
N/A—28,117-28,117-100%$562.0K———
Empowered Funds, LLC
N/A—27,152-27,152-100%$542.5K———
Bridgeway Capital Management, LLC
N/A—27,152-27,152-100%$542.5K———
Rafferty Asset Management, LLC
N/A—27,127-27,127-100%$542.0K———
Johnson Investment Counsel Inc
N/A—25,867-25,867-100%$516.8K———
Mercer Global Advisors Inc
N/A—25,760-25,760-100%$514.7K———
LOS Angeles Capital Management LLC
N/A—24,889-24,889-100%$497.3K———
Boston Partners
N/A—24,462-24,462-100%$488.8K———
FOX RUN Management, L.L.C.
N/A—24,184-24,184-100%$483.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—23,620-23,620-100%$471.9K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—22,827-22,827-100%$456.1K———
Varcov Co.
N/A—21,605-21,605-100%$431.7K———
LPL Financial LLC
N/A—21,420-21,420-100%$428.0K———
Sequoia Financial Advisors, LLC
N/A—19,810-19,810-100%$395.8K———
SG Americas Securities, LLC
N/A—19,712-19,712-100%$394.0K———
Cerity Partners LLC
N/A—18,772-18,772-100%$375.1K———
New York State Common Retirement Fund
N/A—18,014-18,014-100%$359.9K———
Jupiter Topco LLC
N/A—17,018-17,018-100%$340.3K———
Stifel Financial Corp
N/A—16,894-16,894-100%$337.5K———
Cary Street Partners Financial LLC
N/A—15,256-15,256-100%$304.8K———
BNP Paribas Financial Markets
N/A—14,401-14,401-100%$287.7K———
Police & Firemen's Retirement System of New Jersey
N/A—14,158-14,158-100%$282.9K———
Engineers Gate Manager LP
N/A—13,710-13,710-100%$273.9K———
Amundi
N/A—13,537-13,537-100%$270.5K———
World Investment Advisors
N/A—13,325-13,325-100%$220.8K———
Gamco Investors, Inc. ET AL
N/A—13,000-13,000-100%$259.7K———
Bedel Financial Consulting, Inc.
N/A—12,937-12,937-100%$258.5K———
HighTower Advisors, LLC
N/A—12,594-12,594-100%$251.6K———
State Board of Administration of Florida Retirement System
N/A—12,320-12,320-100%$246.2K———
One Capital Management, LLC
N/A—11,389-11,389-100%$188.7K———
Voya Investment Management LLC
N/A—10,971-10,971-100%$219.2K———
Bleakley Financial Group, LLC
N/A—10,943-10,943-100%$218.6K———
KLP Kapitalforvaltning AS
N/A—10,900-10,900-100%$217.8K———
Arete Wealth Advisors, LLC
N/A—10,729-10,729-100%$214.4K———
Intech Investment Management LLC
N/A—10,673-10,673-100%$213.2K———
Vanguard Investments Australia, Ltd.
N/A—10,249-10,249-100%$204.8K———
Cetera Investment Advisers
N/A—10,156-10,156-100%$202.9K———
Captrust Financial Advisors
N/A—10,127-10,127-100%$202.3K———
Canada Life Assurance Co
N/A—9,395-9,395-100%$187.0K———
Royal Bank of Canada
N/A—6,635-6,635-100%$133.0K———
Harbour Investments, Inc.
N/A—6,412-6,412-100%$128.1K———
PNC Financial Services Group, Inc.
N/A—6,137-6,137-100%$122.6K———
Aquatic Capital Management LLC
N/A—4,908-4,908-100%$98.1K———
Tower Research Capital LLC (TRC)
N/A—4,759-4,759-100%$95.1K———
Ameritas Investment Partners, Inc.
N/A—4,655-4,655-100%$93.0K———
Arax Advisory Partners
N/A—4,498-4,498-100%$89.9K———
Public Employees Retirement Association of Colorado
N/A—4,139-4,139-100%$83.0K———
Delta Asset Management LLC
N/A—4,100-4,100-100%$81.9K———
Quantbot Technologies LP
N/A—3,504-3,504-100%$70.0K———
Jones Financial Companies Lllp
N/A—2,725-2,725-100%$55.3K———
Rockefeller Capital Management L.P.
N/A—2,477-2,477-100%$49.5K———
BNP Paribas Asset Management Holding S.A.
N/A—1,871-1,871-100%$37.4K———
Allworth Financial LP
N/A—1,570-1,570-100%$31.4K———
Smartleaf Asset Management LLC
N/A—699-699-100%$14.0K———
Osaic Holdings, Inc.
N/A—613-613-100%$12.2K———
Rothschild Investment LLC
N/A—441-441-100%$8.8K———
JPL Wealth Management, LLC
N/A—382-382-100%$7.6K———
Zions Bancorporation, National Association
N/A—245-245-100%$4.9K———
Quarry LP
N/A—233-233-100%$4.7K———
Optiver Holding B.V.
N/A—142-142-100%$2.8K———
Bessemer Group Inc
N/A—105-105-100%$2———
Cary Street Partners Investment Advisory LLC
N/A—39-39-100%$779———
Clearstead Advisors, LLC
N/A—34-34-100%$680———
Huntington National Bank
N/A—14-14-100%$280———
Showing 215 of 215 institutions