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ICU Medical Inc (ICUI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,096,314 from 1,053,476
Change+42,838 (+4%)
Value$176.0M (+$21.5M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares380,513 from 381,139
Change-626 (0%)
Value$61.1M (+$5.2M)
Filed 2026-11-05
Reinhart Partners, Llc.
INCREASED
Shares322,095 from 314,768
Change+7,327 (+2%)
Value$51.7M (+$5.6M)
Filed 2026-10-09
Bank of New York Mellon Corp
DECREASED
Shares181,786 from 183,945
Change-2,159 (-1%)
Value$29.2M (+$2.2M)
Filed 2026-11-05
Principal Financial Group Inc
INCREASED
Shares167,985 from 145,480
Change+22,505 (+15%)
Value$27.0M (+$5.6M)
Filed 2026-11-02
Kirr Marbach & Co LLC
INCREASED
Shares45,641 from 45,354
Change+287 (+1%)
Value$7.3M (+$676.9K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares36,190 from 44,598
Change-8,408 (-19%)
Value$5.8M (-$729.3K)
Filed 2026-11-05
Gagnon Securities LLC
INCREASED
Shares29,630 from 29,400
Change+230 (+1%)
Value$4.8M (+$445.9K)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares27,728 from 27,945
Change-217 (-1%)
Value$4.5M (+$354.0K)
Filed 2026-10-22
Reyes Financial Architecture, Inc.
NEW
Shares27,035
Change+27,035
Value$4.3M
Filed 2026-10-22
Creative Planning
INCREASED
Shares24,553 from 19,373
Change+5,180 (+27%)
Value$3.9M (+$1.1M)
Filed 2026-11-02
Wedge Capital Management L L P
DECREASED
Shares16,462 from 16,546
Change-84 (-1%)
Value$2.6M (+$216.7K)
Filed 2026-10-13
Illinois Municipal Retirement Fund
INCREASED
Shares13,788 from 12,626
Change+1,162 (+9%)
Value$2.2M (+$362.1K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares10,700 from 11,000
Change-300 (-3%)
Value$1.7M (+$104.9K)
Filed 2026-10-20
Cookson Peirce & Co Inc
NEW
Shares9,126
Change+9,126
Value$1.5M
Filed 2026-10-30
Harbor Capital Advisors, Inc.
INCREASED
Shares8,614 from 7,545
Change+1,069 (+14%)
Value$1.4M (+$277.0K)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
DECREASED
Shares8,503 from 10,043
Change-1,540 (-15%)
Value$1.4M (-$107.5K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares8,143 from 14,327
Change-6,184 (-43%)
Value$1.3M (-$793.3K)
Filed 2026-11-04
Moody National Bank Trust Division
DECREASED
Shares7,998 from 9,332
Change-1,334 (-14%)
Value$1.3M (-$84.3K)
Filed 2026-10-06
Choreo, LLC
DECREASED
Shares7,143 from 7,518
Change-375 (-5%)
Value$1.1M (+$44.4K)
Filed 2026-10-28
Virginia Retirement Systems ET Al
INCREASED
Shares6,833 from 6,233
Change+600 (+10%)
Value$1.1M (+$183.0K)
Filed 2026-10-28
Arizona State Retirement System
INCREASED
Shares6,685 from 6,551
Change+134 (+2%)
Value$1.1M (+$112.6K)
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares6,474 from 6,706
Change-232 (-3%)
Value$1.0M (+$56.0K)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares6,425 from 6,744
Change-319 (-5%)
Value$1.0M (+$42.6K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares6,222 from 8,718
Change-2,496 (-29%)
Value$998.7K (-$279.4K)
Filed 2026-11-05
Jefferies Financial Group Inc.
NEW
Shares6,152
Change+6,152
Value$987.5K
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares6,088 from 6,009
Change+79 (+1%)
Value$977.2K (+$96.3K)
Filed 2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares5,892 from 5,927
Change-35 (-1%)
Value$945.7K (+$76.8K)
Filed 2026-11-03
Quadrant Capital Group LLC
DECREASED
Shares5,610 from 5,618
Change-8 (0%)
Value$915.7K (+$92.1K)
Filed 2026-10-20
Oregon Public Employees Retirement Fund
DECREASED
Shares5,609 from 5,688
Change-79 (-1%)
Value$900.3K (+$66.4K)
Filed 2026-10-30
Maryland State Retirement & Pension System
INCREASED
Shares5,549 from 3,635
Change+1,914 (+53%)
Value$890.7K (+$357.8K)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares5,269 from 9,692
Change-4,423 (-46%)
Value$845 (-$1.4M)
Filed 2026-10-15
Daiwa Securities Group Inc.
INCREASED
Shares5,152 from 5,019
Change+133 (+3%)
Value$826.9K (+$91.2K)
Filed 2026-10-29
Strs Ohio
INCREASED
Shares4,200 from 2,200
Change+2,000 (+91%)
Value$674.1K (+$351.6K)
Filed 2026-10-30
Inspire Investing, LLC
DECREASED
Shares3,963 from 4,608
Change-645 (-14%)
Value$636.1K (-$39.4K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares3,707 from 3,213
Change+494 (+15%)
Value$595.0K (+$124.0K)
Filed 2026-11-04
Pictet Asset Management Holding SA
DECREASED
Shares3,551 from 4,122
Change-571 (-14%)
Value$570.0K (-$34.3K)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares3,393 from 3,527
Change-134 (-4%)
Value$544.6K (+$27.6K)
Filed 2026-10-29
DCF Advisers, LLC
NEW
Shares3,225
Change+3,225
Value$517.6K
Filed 2026-11-04
Keybank National Association
NEW
Shares3,175
Change+3,175
Value$509.6K
Filed 2026-11-04
Swiss Life Asset Management Ltd
INCREASED
Shares2,894 from 1,641
Change+1,253 (+76%)
Value$464.5K (+$223.9K)
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares2,854 from 2,862
Change-8 (0%)
Value$458.1K (+$38.5K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,798 from 2,223
Change+575 (+26%)
Value$439.8K (+$96.5K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares2,584 from 2,119
Change+465 (+22%)
Value$414.8K (+$104.1K)
Filed 2026-10-15
Evergreen Capital Management LLC
DECREASED
Shares2,473 from 2,477
Change-4 (0%)
Value$396.9K (+$33.8K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
INCREASED
Shares2,442 from 2,368
Change+74 (+3%)
Value$392.0K (+$44.8K)
Filed 2026-10-27
Xponance LLC
DECREASED
Shares2,366 from 2,530
Change-164 (-6%)
Value$379.8K (+$8.9K)
Filed 2026-11-03
CIBC Asset Management Inc
DECREASED
Shares1,517 from 1,546
Change-29 (-2%)
Value$243.5K (+$16.9K)
Filed 2026-11-05
Allegheny Financial Group
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$240.8K (+$20.9K)
Filed 2026-11-05
HB Wealth Management, LLC
NEW
Shares1,455
Change+1,455
Value$233.5K
Filed 2026-10-23
Vise Technologies, Inc.
NEW
Shares1,412
Change+1,412
Value$226.6K
Filed 2026-10-29
HUB Investment Partners, LLC
DECREASED
Shares1,402 from 1,407
Change-5 (0%)
Value$225.0K (+$18.8K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
DECREASED
Shares1,303 from 1,657
Change-354 (-21%)
Value$209.1K (-$33.8K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares837 from 777
Change+60 (+8%)
Value$134.3K (+$20.4K)
Filed 2026-10-08
KBC Group NV
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$133.0K (+$11.0K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares691 from 808
Change-117 (-14%)
Value$110.9K (-$7.5K)
Filed 2026-10-15
Covestor Ltd
DECREASED
Shares624 from 736
Change-112 (-15%)
Value$100.0K (-$8.0K)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares483 from 498
Change-15 (-3%)
Value$77.5K (+$4.5K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$71.9K (+$6.2K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares319 from 287
Change+32 (+11%)
Value$51.2K (+$9.1K)
Filed 2026-10-27
Versant Capital Management, Inc
INCREASED
Shares313 from 248
Change+65 (+26%)
Value$50.2K (+$13.9K)
Filed 2026-10-02
Cullen T Bankers, Inc.
INCREASED
Shares302 from 273
Change+29 (+11%)
Value$48.5K (+$8.5K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares286 from 283
Change+3 (+1%)
Value$45.9K (+$4.4K)
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$37.1K (+$2.8K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares187 from 190
Change-3 (-2%)
Value$30.0K (+$2.2K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares130 from 111
Change+19 (+17%)
Value$20.9K (+$4.6K)
Filed 2026-10-08
Bare Financial Services, Inc
INCREASED
Shares122 from 113
Change+9 (+8%)
Value$19.6K (+$3.0K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares122 from 114
Change+8 (+7%)
Value$19.6K (+$2.9K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares111 from 94
Change+17 (+18%)
Value$17.8K (+$4.0K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares96 from 83
Change+13 (+16%)
Value$15.4K (+$3.2K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares84
Change+84
Value$13.5K
Filed 2026-10-21
Arlington Trust Co LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$13.5K (+$1.2K)
Filed 2026-10-20
Mather Group, Llc.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$13.2K (+$1.1K)
Filed 2026-10-14
True Wealth Design, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$10.4K (+$905)
Filed 2026-10-13
Elyxium Wealth, LLC
NEW
Shares60
Change+60
Value$9.6K
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares46 from 41
Change+5 (+12%)
Value$7.4K (+$1.4K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.4K (+$557)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares39 from 48
Change-9 (-19%)
Value$6.3K (-$777)
Filed 2026-10-05
Private Wealth Management Group, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.3K (+$542)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares32
Change+32
Value$5.1K
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares29
Change+29
Value$4.7K
Filed 2026-11-03
Fortitude Family Office, LLC
INCREASED
Shares28 from 11
Change+17 (+155%)
Value$4.5K (+$2.9K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares28 from 21
Change+7 (+33%)
Value$4.5K (+$1.4K)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.9K (+$334)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.7K (+$320)
Filed 2026-10-19
Farmers & Merchants Investments Inc
INCREASED
Shares21 from 11
Change+10 (+91%)
Value$3.4K (+$1.8K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares17 from 14
Change+3 (+21%)
Value$2.7K (+$677)
Filed 2026-11-05
Creative Capital Management Investments LLC
INCREASED
Shares14 from 8
Change+6 (+75%)
Value$2.2K (+$1.1K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.2K (+$195)
Filed 2026-11-03
MV Capital Management, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.1K (+$181)
Filed 2026-10-29
Manchester Capital Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (+$167)
Filed 2026-10-22
Bell Investment Advisors, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (+$167)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (+$139)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$964 (+$84)
Filed 2026-10-16
Elevation Wealth Partners, LLC
NEW
Shares5
Change+5
Value$803
Filed 2026-10-07
Spire Wealth Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$803 (+$70)
Filed 2026-10-30
Essential Partners LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$803 (+$70)
Filed 2026-10-14
Burk Holdings LLC
NEW
Shares4
Change+4
Value$642
Filed 2026-11-05
Hughes Financial Services, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$675 (+$235)
Filed 2026-10-30
CoreCap Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$642 (+$56)
Filed 2026-10-08
Gilpin Wealth Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$643 (+$56)
Filed 2026-10-09
UMB Private Wealth Management, LLC
NEW
Shares3
Change+3
Value$482
Filed 2026-10-19
Financial Consulate, Inc
NEW
Shares3
Change+3
Value$482
Filed 2026-10-23
Valley National Advisers Inc
NEW
Shares2
Change+2
Value$322
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares2
Change+2
Value$321
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
NEW
Shares2
Change+2
Value$321
Filed 2026-10-29
Davis Capital Management
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$321 (+$174)
Filed 2026-10-08
Torren Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$321 (+$28)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$321 (+$28)
Filed 2026-11-03
SBI Securities Co., Ltd.
NEW
Shares1
Change+1
Value$161
Filed 2026-10-22
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$158 (+$9)
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$161 (+$14)
Filed 2026-10-26
Fulcrum Asset Management LLP
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-04
Private Trust Co NA
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-20
NBT Bank, N.A.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$733)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-04
IFP Advisors, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$147)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 3,753,409
Change-3,753,409 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,781,620
Change-2,781,620 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,470,583
Change-1,470,583 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 1,298,127
Change-1,298,127 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,123,237
Change-1,123,237 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,024,369
Change-1,024,369 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 739,138
Change-739,138 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 689,573
Change-689,573 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 660,423
Change-660,423 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 626,290
Change-626,290 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 536,225
Change-536,225 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 451,279
Change-451,279 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 440,468
Change-440,468 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 417,342
Change-417,342 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 372,583
Change-372,583 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 368,754
Change-368,754 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 358,023
Change-358,023 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 331,052
Change-331,052 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 328,969
Change-328,969 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 297,505
Change-297,505 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 295,779
Change-295,779 (-100%)
Value—
FMR LLC
N/A
Shares— from 283,195
Change-283,195 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 243,438
Change-243,438 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 237,191
Change-237,191 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 237,050
Change-237,050 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 222,052
Change-222,052 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 212,103
Change-212,103 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 203,618
Change-203,618 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 195,442
Change-195,442 (-100%)
Value—
Norges Bank
N/A
Shares— from 177,733
Change-177,733 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 172,181
Change-172,181 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 166,056
Change-166,056 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 165,469
Change-165,469 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 164,305
Change-164,305 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 158,642
Change-158,642 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 148,986
Change-148,986 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 129,329
Change-129,329 (-100%)
Value—
Defilade Capital Management, L.P.
N/A
Shares— from 105,700
Change-105,700 (-100%)
Value—
UBS Group AG
N/A
Shares— from 99,012
Change-99,012 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 95,661
Change-95,661 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 94,454
Change-94,454 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 93,029
Change-93,029 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 85,847
Change-85,847 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 69,517
Change-69,517 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 62,337
Change-62,337 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 62,300
Change-62,300 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 58,442
Change-58,442 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 57,596
Change-57,596 (-100%)
Value—
Prosight Management, LP
N/A
Shares— from 51,000
Change-51,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 47,824
Change-47,824 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 47,619
Change-47,619 (-100%)
Value—
Nitorum Capital, L.P.
N/A
Shares— from 45,466
Change-45,466 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 44,188
Change-44,188 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 42,797
Change-42,797 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 41,184
Change-41,184 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 35,097
Change-35,097 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 33,484
Change-33,484 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 29,348
Change-29,348 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 29,288
Change-29,288 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 28,921
Change-28,921 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 28,897
Change-28,897 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 28,511
Change-28,511 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 28,338
Change-28,338 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 26,905
Change-26,905 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 26,502
Change-26,502 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 25,540
Change-25,540 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 25,314
Change-25,314 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 24,443
Change-24,443 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 23,912
Change-23,912 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 23,905
Change-23,905 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 22,303
Change-22,303 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 20,864
Change-20,864 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,778
Change-20,778 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 20,076
Change-20,076 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 19,289
Change-19,289 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 18,088
Change-18,088 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 17,155
Change-17,155 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 16,409
Change-16,409 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 14,533
Change-14,533 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 14,384
Change-14,384 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,379
Change-11,379 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 10,640
Change-10,640 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 9,569
Change-9,569 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 9,272
Change-9,272 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 8,951
Change-8,951 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 8,567
Change-8,567 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Amundi
N/A
Shares— from 8,512
Change-8,512 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 7,828
Change-7,828 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,481
Change-7,481 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
Allstate Corp
N/A
Shares— from 7,224
Change-7,224 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,178
Change-6,178 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
Man Group plc
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
&partners
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 985
Change-985 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 973
Change-973 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 924
Change-924 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 391
Change-391 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 345
Change-345 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 190
Change-190 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 187
Change-187 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 176
Change-176 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 174
Change-174 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 114
Change-114 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 57
Change-57 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 42
Change-42 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 15
Change-15 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5
Change-5 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 4
Change-4 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,096,3141,053,476+42,838+4%$154.4M$176.0M+$21.5M2026-11-04
Thrivent Financial for Lutherans
DECREASED380,513381,139-6260%$55.9M$61.1M+$5.2M2026-11-05
Reinhart Partners, Llc.
INCREASED322,095314,768+7,327+2%$46.1M$51.7M+$5.6M2026-10-09
Bank of New York Mellon Corp
DECREASED181,786183,945-2,159-1%$27.0M$29.2M+$2.2M2026-11-05
Principal Financial Group Inc
INCREASED167,985145,480+22,505+15%$21.3M$27.0M+$5.6M2026-11-02
Kirr Marbach & Co LLC
INCREASED45,64145,354+287+1%$6.6M$7.3M+$676.9K2026-10-20
Fifth Third Bancorp
DECREASED36,19044,598-8,408-19%$6.5M$5.8M-$729.3K2026-11-05
Gagnon Securities LLC
INCREASED29,63029,400+230+1%$4.3M$4.8M+$445.9K2026-11-05
New York State Teachers Retirement System
DECREASED27,72827,945-217-1%$4.1M$4.5M+$354.0K2026-10-22
Reyes Financial Architecture, Inc.
NEW27,035—+27,035——$4.3M—2026-10-22
Creative Planning
INCREASED24,55319,373+5,180+27%$2.8M$3.9M+$1.1M2026-11-02
Wedge Capital Management L L P
DECREASED16,46216,546-84-1%$2.4M$2.6M+$216.7K2026-10-13
Illinois Municipal Retirement Fund
INCREASED13,78812,626+1,162+9%$1.9M$2.2M+$362.1K2026-11-05
Louisiana State Employees Retirement System
DECREASED10,70011,000-300-3%$1.6M$1.7M+$104.9K2026-10-20
Cookson Peirce & Co Inc
NEW9,126—+9,126——$1.5M—2026-10-30
Harbor Capital Advisors, Inc.
INCREASED8,6147,545+1,069+14%$1.1M$1.4M+$277.0K2026-10-22
State of New Jersey Common Pension Fund D
DECREASED8,50310,043-1,540-15%$1.5M$1.4M-$107.5K2026-11-05
Citigroup Inc
DECREASED8,14314,327-6,184-43%$2.1M$1.3M-$793.3K2026-11-04
Moody National Bank Trust Division
DECREASED7,9989,332-1,334-14%$1.4M$1.3M-$84.3K2026-10-06
Choreo, LLC
DECREASED7,1437,518-375-5%$1.1M$1.1M+$44.4K2026-10-28
Virginia Retirement Systems ET Al
INCREASED6,8336,233+600+10%$913.8K$1.1M+$183.0K2026-10-28
Arizona State Retirement System
INCREASED6,6856,551+134+2%$960.4K$1.1M+$112.6K2026-11-03
Amalgamated Bank
DECREASED6,4746,706-232-3%$983.0K$1.0M+$56.0K2026-10-23
Yousif Capital Management, LLC
DECREASED6,4256,744-319-5%$988.7K$1.0M+$42.6K2026-10-22
US Bancorp \de\
DECREASED6,2228,718-2,496-29%$1.3M$998.7K-$279.4K2026-11-05
Jefferies Financial Group Inc.
NEW6,152—+6,152——$987.5K—2026-11-05
Nisa Investment Advisors, LLC
INCREASED6,0886,009+79+1%$880.9K$977.2K+$96.3K2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED5,8925,927-35-1%$868.9K$945.7K+$76.8K2026-11-03
Quadrant Capital Group LLC
DECREASED5,6105,618-80%$823.6K$915.7K+$92.1K2026-10-20
Oregon Public Employees Retirement Fund
DECREASED5,6095,688-79-1%$833.9K$900.3K+$66.4K2026-10-30
Maryland State Retirement & Pension System
INCREASED5,5493,635+1,914+53%$532.9K$890.7K+$357.8K2026-11-05
State of Alaska, Department of Revenue
DECREASED5,2699,692-4,423-46%$1.4M$845-$1.4M2026-10-15
Daiwa Securities Group Inc.
INCREASED5,1525,019+133+3%$735.8K$826.9K+$91.2K2026-10-29
Strs Ohio
INCREASED4,2002,200+2,000+91%$322.5K$674.1K+$351.6K2026-10-30
Inspire Investing, LLC
DECREASED3,9634,608-645-14%$675.5K$636.1K-$39.4K2026-10-22
Lido Advisors, LLC
INCREASED3,7073,213+494+15%$471.0K$595.0K+$124.0K2026-11-04
Pictet Asset Management Holding SA
DECREASED3,5514,122-571-14%$604.3K$570.0K-$34.3K2026-11-03
ProShare Advisors LLC
DECREASED3,3933,527-134-4%$517.1K$544.6K+$27.6K2026-10-29
DCF Advisers, LLC
NEW3,225—+3,225——$517.6K—2026-11-04
Keybank National Association
NEW3,175—+3,175——$509.6K—2026-11-04
Swiss Life Asset Management Ltd
INCREASED2,8941,641+1,253+76%$240.6K$464.5K+$223.9K2026-11-03
Mutual of America Capital Management LLC
DECREASED2,8542,862-80%$419.6K$458.1K+$38.5K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED2,7982,223+575+26%$343.3K$439.8K+$96.5K2026-10-13
Atria Investments, Inc
INCREASED2,5842,119+465+22%$310.6K$414.8K+$104.1K2026-10-15
Evergreen Capital Management LLC
DECREASED2,4732,477-40%$363.1K$396.9K+$33.8K2026-10-23
Oppenheimer Asset Management Inc.
INCREASED2,4422,368+74+3%$347.1K$392.0K+$44.8K2026-10-27
Xponance LLC
DECREASED2,3662,530-164-6%$370.9K$379.8K+$8.9K2026-11-03
CIBC Asset Management Inc
DECREASED1,5171,546-29-2%$226.6K$243.5K+$16.9K2026-11-05
Allegheny Financial Group
UNCHANGED1,5001,50000%$219.9K$240.8K+$20.9K2026-11-05
HB Wealth Management, LLC
NEW1,455—+1,455——$233.5K—2026-10-23
Vise Technologies, Inc.
NEW1,412—+1,412——$226.6K—2026-10-29
HUB Investment Partners, LLC
DECREASED1,4021,407-50%$206.3K$225.0K+$18.8K2026-11-03
Revolve Wealth Partners, LLC
DECREASED1,3031,657-354-21%$242.9K$209.1K-$33.8K2026-10-23
Gamma Investing LLC
INCREASED837777+60+8%$113.9K$134.3K+$20.4K2026-10-08
KBC Group NV
UNCHANGED82982900%$122.0K$133.0K+$11.0K2026-10-22
Blue Trust, Inc.
DECREASED691808-117-14%$118.5K$110.9K-$7.5K2026-10-15
Covestor Ltd
DECREASED624736-112-15%$108.0K$100.0K-$8.0K2026-10-30
Sterling Capital Management LLC
DECREASED483498-15-3%$73.0K$77.5K+$4.5K2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED44844800%$65.7K$71.9K+$6.2K2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED319287+32+11%$42.1K$51.2K+$9.1K2026-10-27
Versant Capital Management, Inc
INCREASED313248+65+26%$36.4K$50.2K+$13.9K2026-10-02
Cullen T Bankers, Inc.
INCREASED302273+29+11%$40.0K$48.5K+$8.5K2026-10-28
Assetmark, Inc
INCREASED286283+3+1%$41.5K$45.9K+$4.4K2026-10-21
Salomon & Ludwin, LLC
UNCHANGED23123100%$34.3K$37.1K+$2.8K2026-10-29
Parallel Advisors, LLC
DECREASED187190-3-2%$27.9K$30.0K+$2.2K2026-11-03
Farther Finance Advisors, LLC
INCREASED130111+19+17%$16.3K$20.9K+$4.6K2026-10-08
Bare Financial Services, Inc
INCREASED122113+9+8%$16.6K$19.6K+$3.0K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED122114+8+7%$16.7K$19.6K+$2.9K2026-11-04
SJS Investment Consulting Inc.
INCREASED11194+17+18%$13.8K$17.8K+$4.0K2026-10-26
Signaturefd, LLC
INCREASED9683+13+16%$12.2K$15.4K+$3.2K2026-10-23
Root Financial Partners, LLC
NEW84—+84——$13.5K—2026-10-21
Arlington Trust Co LLC
UNCHANGED848400%$12.3K$13.5K+$1.2K2026-10-20
Mather Group, Llc.
UNCHANGED828200%$12.0K$13.2K+$1.1K2026-10-14
True Wealth Design, LLC
UNCHANGED656500%$9.5K$10.4K+$9052026-10-13
Elyxium Wealth, LLC
NEW60—+60——$9.6K—2026-10-27
Parkside Financial Bank & Trust
INCREASED4641+5+12%$6.0K$7.4K+$1.4K2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED404000%$5.9K$6.4K+$5572026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED3948-9-19%$7.0K$6.3K-$7772026-10-05
Private Wealth Management Group, LLC
UNCHANGED393900%$5.7K$6.3K+$5422026-10-19
Provenance Wealth Advisors, LLC
NEW32—+32——$5.1K—2026-10-30
Ascentis Wealth Management, LLC
NEW29—+29——$4.7K—2026-11-03
Fortitude Family Office, LLC
INCREASED2811+17+155%$1.6K$4.5K+$2.9K2026-10-14
Larson Financial Group LLC
INCREASED2821+7+33%$3.1K$4.5K+$1.4K2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED242400%$3.5K$3.9K+$3342026-11-05
Ares Financial Consulting, LLC
UNCHANGED232300%$3.4K$3.7K+$3202026-10-19
Farmers & Merchants Investments Inc
INCREASED2111+10+91%$1.6K$3.4K+$1.8K2026-10-22
Rossby Financial, LCC
INCREASED1714+3+21%$2.1K$2.7K+$6772026-11-05
Creative Capital Management Investments LLC
INCREASED148+6+75%$1.2K$2.2K+$1.1K2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED141400%$2.1K$2.2K+$1952026-11-03
MV Capital Management, Inc.
UNCHANGED131300%$1.9K$2.1K+$1812026-10-29
Manchester Capital Management LLC
UNCHANGED121200%$1.8K$1.9K+$1672026-10-22
Bell Investment Advisors, Inc
UNCHANGED121200%$1.8K$1.9K+$1672026-10-29
Financial Perspectives, Inc
UNCHANGED101000%$1.5K$1.6K+$1392026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED6600%$880$964+$842026-10-16
Elevation Wealth Partners, LLC
NEW5—+5——$803—2026-10-07
Spire Wealth Management
UNCHANGED5500%$733$803+$702026-10-30
Essential Partners LLC
UNCHANGED5500%$733$803+$702026-10-14
Burk Holdings LLC
NEW4—+4——$642—2026-11-05
Hughes Financial Services, LLC
INCREASED43+1+33%$440$675+$2352026-10-30
CoreCap Advisors, LLC
UNCHANGED4400%$586$642+$562026-10-08
Gilpin Wealth Management, LLC
UNCHANGED4400%$587$643+$562026-10-09
UMB Private Wealth Management, LLC
NEW3—+3——$482—2026-10-19
Financial Consulate, Inc
NEW3—+3——$482—2026-10-23
Valley National Advisers Inc
NEW2—+2——$322—2026-10-23
Balance Wealth Partners LLC
NEW2—+2——$321—2026-10-27
Caitong International Asset Management Co., Ltd
NEW2—+2——$321—2026-10-29
Davis Capital Management
INCREASED21+1+100%$147$321+$1742026-10-08
Torren Management, LLC
UNCHANGED2200%$293$321+$282026-10-29
Bay Harbor Wealth Management, LLC
UNCHANGED2200%$293$321+$282026-11-03
SBI Securities Co., Ltd.
NEW1—+1——$161—2026-10-22
DecisionPoint Financial, LLC
UNCHANGED1100%$149$158+$92026-10-27
Abound Wealth Management
UNCHANGED1100%$147$161+$142026-10-26
Fulcrum Asset Management LLP
CLOSED028-28-100%$4.1K$0-$4.1K2026-11-04
Private Trust Co NA
CLOSED010-10-100%$1.5K$0-$1.5K2026-10-20
NBT Bank, N.A.
CLOSED09-9-100%$1.3K$0-$1.3K2026-10-21
Cornerstone Planning Group LLC
CLOSED09-9-100%$1.4K$0-$1.4K2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED05-5-100%$733$0-$7332026-11-04
Navigoe, LLC
CLOSED02-2-100%$0$0$02026-11-04
IFP Advisors, Inc
CLOSED01-1-100%$147$0-$1472026-10-16
BlackRock, Inc.
N/A—3,753,409-3,753,409-100%$550.2M———
Jupiter Topco LLC
N/A—2,781,620-2,781,620-100%$407.8M———
Vanguard Portfolio Management LLC
N/A—1,470,583-1,470,583-100%$215.6M———
Fuller & Thaler Asset Management, Inc.
N/A—1,298,127-1,298,127-100%$190.3M———
Vanguard Capital Management LLC
N/A—1,123,237-1,123,237-100%$164.7M———
State Street Corp
N/A—1,024,369-1,024,369-100%$150.2M———
Schroder Investment Management Group
N/A—739,138-739,138-100%$109.3M———
Ameriprise Financial Inc
N/A—689,573-689,573-100%$101.1M———
Geode Capital Management, LLC
N/A—660,423-660,423-100%$96.8M———
River Road Asset Management, LLC
N/A—626,290-626,290-100%$91.8M———
Citadel Advisors LLC
N/A—536,225-536,225-100%$78.6M———
Neuberger Berman Group LLC
N/A—451,279-451,279-100%$66.2M———
JPMorgan Chase & Co
N/A—440,468-440,468-100%$65.3M———
Goldman Sachs Group Inc
N/A—417,342-417,342-100%$61.2M———
Morgan Stanley
N/A—372,583-372,583-100%$54.6M———
Bank of America Corp
N/A—368,754-368,754-100%$54.1M———
Toronto Dominion Bank
N/A—358,023-358,023-100%$52.5M———
Charles Schwab Investment Management Inc
N/A—331,052-331,052-100%$48.5M———
Nomura Asset Management International Inc.
N/A—328,969-328,969-100%$48.2M———
Silvercrest Asset Management Group LLC
N/A—297,505-297,505-100%$43.6M———
Northern Trust Corp
N/A—295,779-295,779-100%$43.4M———
FMR LLC
N/A—283,195-283,195-100%$41.5M———
Federated Hermes, Inc.
N/A—243,438-243,438-100%$35.7M———
Brown Advisory Inc
N/A—237,191-237,191-100%$34.8M———
Oberweis Asset Management Inc/
N/A—237,050-237,050-100%$34.8M———
Segall Bryant & Hamill, LLC
N/A—222,052-222,052-100%$32.6M———
Victory Capital Management Inc
N/A—212,103-212,103-100%$31.1M———
Raymond James Financial Inc
N/A—203,618-203,618-100%$29.9M———
Manufacturers Life Insurance Company, the
N/A—195,442-195,442-100%$28.7M———
Norges Bank
N/A—177,733-177,733-100%$26.1M———
William Blair Investment Management, LLC
N/A—172,181-172,181-100%$25.2M———
Vanguard Fiduciary Trust Co
N/A—166,056-166,056-100%$24.3M———
Point72 Asset Management, L.P.
N/A—165,469-165,469-100%$24.3M———
Woodline Partners LP
N/A—164,305-164,305-100%$24.1M———
Quantinno Capital Management LP
N/A—158,642-158,642-100%$23.3M———
Wellington Management Group LLP
N/A—148,986-148,986-100%$21.8M———
Kennedy Capital Management LLC
N/A—129,329-129,329-100%$19.0M———
Defilade Capital Management, L.P.
N/A—105,700-105,700-100%$15.5M———
UBS Group AG
N/A—99,012-99,012-100%$14.5M———
Nuveen, LLC
N/A—95,661-95,661-100%$14.0M———
Invesco Ltd.
N/A—94,454-94,454-100%$13.8M———
Glenmede Trust Co NA
N/A—93,029-93,029-100%$13.6M———
Public Sector Pension Investment Board
N/A—85,847-85,847-100%$12.6M———
Public Employees Retirement Association of Colorado
N/A—69,517-69,517-100%$10.2M———
Rhumbline Advisers
N/A—62,337-62,337-100%$9.1M———
Gabelli Funds LLC
N/A—62,300-62,300-100%$9.1M———
UBS Asset Management Americas LLC
N/A—58,442-58,442-100%$8.6M———
Legal & General Group Plc
N/A—57,596-57,596-100%$8.4M———
Prosight Management, LP
N/A—51,000-51,000-100%$7.5M———
Jane Street Group, LLC
N/A—47,824-47,824-100%$7.0M———
Swiss National Bank
N/A—47,619-47,619-100%$7.0M———
Nitorum Capital, L.P.
N/A—45,466-45,466-100%$6.7M———
AQR Capital Management LLC
N/A—44,188-44,188-100%$6.5M———
Marshall Wace, LLP
N/A—42,797-42,797-100%$6.3M———
American Century Companies Inc
N/A—41,184-41,184-100%$6.0M———
SEI Investments Co
N/A—35,097-35,097-100%$5.1M———
Price T Rowe Associates Inc
N/A—33,484-33,484-100%$4.9M———
Deutsche Bank Ag\
N/A—29,348-29,348-100%$4.3M———
Nordea Investment Management AB
N/A—29,288-29,288-100%$4.2M———
Alliancebernstein L.P.
N/A—28,921-28,921-100%$3.7M———
XTX Topco Ltd
N/A—28,897-28,897-100%$4.2M———
California Public Employees Retirement System
N/A—28,511-28,511-100%$4.2M———
Arrowstreet Capital, Limited Partnership
N/A—28,338-28,338-100%$4.2M———
California State Teachers Retirement System
N/A—26,905-26,905-100%$3.9M———
Prudential Financial Inc
N/A—26,502-26,502-100%$3.9M———
Squarepoint Ops LLC
N/A—25,540-25,540-100%$3.7M———
Emerald Investment Advisers, LLC
N/A—25,314-25,314-100%$3.7M———
Vanguard Asset Management, Ltd
N/A—24,443-24,443-100%$3.6M———
Gamco Investors, Inc. ET AL
N/A—23,912-23,912-100%$3.5M———
State of Wisconsin Investment Board
N/A—23,905-23,905-100%$3.5M———
Wells Fargo & Company
N/A—22,303-22,303-100%$3.3M———
Canada Life Assurance Co
N/A—20,864-20,864-100%$3.1M———
Envestnet Asset Management Inc
N/A—20,778-20,778-100%$3.0M———
D. E. Shaw & Co., Inc.
N/A—20,076-20,076-100%$2.9M———
Gotham Asset Management, LLC
N/A—19,289-19,289-100%$2.8M———
Madison Asset Management, LLC
N/A—18,088-18,088-100%$2.7M———
F/m Investments LLC
N/A—17,155-17,155-100%$2.5M———
Emerald Mutual Fund Advisers Trust
N/A—16,409-16,409-100%$2.4M———
Franklin Resources Inc
N/A—14,533-14,533-100%$2.1M———
MetLife Investment Management, LLC
N/A—14,384-14,384-100%$2.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,379-11,379-100%$1.7M———
Intech Investment Management LLC
N/A—10,640-10,640-100%$1.6M———
Vanguard Global Advisers, LLC
N/A—9,569-9,569-100%$1.4M———
Handelsbanken Fonder AB
N/A—9,272-9,272-100%$1.4K———
New York State Common Retirement Fund
N/A—9,035-9,035-100%$1.3M———
Russell Investments Group, Ltd.
N/A—8,951-8,951-100%$1.3M———
SG Americas Securities, LLC
N/A—8,782-8,782-100%$1.3M———
WCM Investment Management, LLC
N/A—8,567-8,567-100%$1.3M———
Cerity Partners LLC
N/A—8,543-8,543-100%$1.3M———
Amundi
N/A—8,512-8,512-100%$1.2M———
Summit Trail Advisors, LLC
N/A—7,828-7,828-100%$1.1M———
State of Tennessee, Department of Treasury
N/A—7,528-7,528-100%$1.1M———
Susquehanna International Group, LLP
N/A—7,481-7,481-100%$1.1M———
Police & Firemen's Retirement System of New Jersey
N/A—7,289-7,289-100%$1.1M———
Allstate Corp
N/A—7,224-7,224-100%$1.1M———
LPL Financial LLC
N/A—6,668-6,668-100%$977.5K———
Millennium Management LLC
N/A—6,620-6,620-100%$970.5K———
First Trust Advisors LP
N/A—6,339-6,339-100%$929.3K———
IEQ Capital, LLC
N/A—6,178-6,178-100%$905.7K———
Vanguard Investments Australia, Ltd.
N/A—6,151-6,151-100%$901.7K———
Teachers Retirement System of the State of Kentucky
N/A—6,024-6,024-100%$883.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—5,876-5,876-100%$861.4K———
Zacks Investment Management
N/A—5,865-5,865-100%$859.9K———
Trexquant Investment LP
N/A—5,329-5,329-100%$781.2K———
KLP Kapitalforvaltning AS
N/A—5,200-5,200-100%$762.3K———
PNC Financial Services Group, Inc.
N/A—4,783-4,783-100%$701.2K———
Voya Investment Management LLC
N/A—4,669-4,669-100%$684.5K———
Janney Montgomery Scott LLC
N/A—4,612-4,612-100%$676.0K———
Barclays PLC
N/A—4,330-4,330-100%$634.8K———
Dark Forest Capital Management LP
N/A—4,165-4,165-100%$610.6K———
Man Group plc
N/A—4,057-4,057-100%$594.8K———
Tidal Investments LLC
N/A—3,806-3,806-100%$558.0K———
Mercer Global Advisors Inc
N/A—3,621-3,621-100%$530.8K———
State Board of Administration of Florida Retirement System
N/A—3,578-3,578-100%$524.5K———
BNP Paribas Financial Markets
N/A—3,578-3,578-100%$524.5K———
Storgate, LLC
N/A—3,292-3,292-100%$482.6K———
Teacher Retirement System of Texas
N/A—3,219-3,219-100%$471.9K———
Royal Bank of Canada
N/A—2,876-2,876-100%$420.0K———
Bank of Montreal
N/A—2,863-2,863-100%$419.7K———
LOS Angeles Capital Management LLC
N/A—2,702-2,702-100%$396.1K———
Jain Global LLC
N/A—2,590-2,590-100%$379.7K———
Jones Financial Companies Lllp
N/A—2,554-2,554-100%$378.7K———
Stifel Financial Corp
N/A—2,552-2,552-100%$374.1K———
Captrust Financial Advisors
N/A—2,516-2,516-100%$368.8K———
Wealthspire Advisors, LLC
N/A—2,509-2,509-100%$367.8K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,284-2,284-100%$334.8K———
Ameritas Investment Partners, Inc.
N/A—2,243-2,243-100%$328.8K———
Cetera Trust Company, N.a
N/A—2,235-2,235-100%$327.7K———
Vanguard Personalized Indexing Management, LLC
N/A—2,088-2,088-100%$306.1K———
SIT Investment Associates Inc
N/A—2,000-2,000-100%$293.0K———
Connable Office Inc
N/A—1,903-1,903-100%$279.0K———
DRW Securities, LLC
N/A—1,828-1,828-100%$268.0K———
&partners
N/A—1,729-1,729-100%$253.5K———
M&T Bank Corp
N/A—1,632-1,632-100%$239.7K———
Syon Capital LLC
N/A—1,595-1,595-100%$233.8K———
DnB Asset Management AS
N/A—1,573-1,573-100%$230.6K———
Ensign Peak Advisors, Inc
N/A—1,550-1,550-100%$227.2K———
Fieldview Capital Management, LLC
N/A—1,516-1,516-100%$222.2K———
CIBC Bancorp USA Inc.
N/A—1,394-1,394-100%$204.4K———
Osaic Holdings, Inc.
N/A—1,344-1,344-100%$197.0K———
Tower Research Capital LLC (TRC)
N/A—1,209-1,209-100%$177.2K———
Hollencrest Capital Management
N/A—1,125-1,125-100%$164.9K———
Rockefeller Capital Management L.P.
N/A—985-985-100%$144.4K———
Arax Advisory Partners
N/A—973-973-100%$142.6K———
Nykredit A/S
N/A—924-924-100%$135.5K———
Quantum Portfolio Management LLC
N/A—864-864-100%$126.7K———
Smartleaf Asset Management LLC
N/A—659-659-100%$97.5K———
BNP Paribas Asset Management Holding S.A.
N/A—391-391-100%$57.3K———
Public Employees Retirement System of Ohio
N/A—345-345-100%$50.6K———
GW&K Investment Management, LLC
N/A—313-313-100%$46.0K———
Aquatic Capital Management LLC
N/A—280-280-100%$41.0K———
LRI Investments, LLC
N/A—201-201-100%$29.5K———
Optiver Holding B.V.
N/A—199-199-100%$29.2K———
Nomura Asset Management Co LTD
N/A—190-190-100%$27.9K———
Huntington National Bank
N/A—187-187-100%$27.4K———
Allworth Financial LP
N/A—176-176-100%$25.8K———
Kemnay Advisory Services Inc.
N/A—174-174-100%$25.5K———
Steward Partners Investment Advisory, LLC
N/A—151-151-100%$22.1K———
Hantz Financial Services, Inc.
N/A—134-134-100%$20———
Bessemer Group Inc
N/A—114-114-100%$17———
Northwestern Mutual Wealth Management Co
N/A—100-100-100%$14.7K———
UMB Bank, n.a.
N/A—80-80-100%$11.7K———
Global Retirement Partners, LLC
N/A—59-59-100%$8.6K———
Whittier Trust Co of Nevada Inc
N/A—57-57-100%$8.9K———
Basecamp Wealth Advisors LLC
N/A—49-49-100%$7.2K———
Boreal Capital Management LLC
N/A—45-45-100%$6.6K———
Smithfield Trust Co
N/A—42-42-100%$6———
Keating Financial Advisory Services, Inc.
N/A—36-36-100%$5.3K———
Rothschild Investment LLC
N/A—32-32-100%$4.7K———
BFC Planning, Inc.
N/A—28-28-100%$4.1K———
CVA Family Office, LLC
N/A—28-28-100%$4.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—24-24-100%$3.5K———
Continuum Advisory, LLC
N/A—23-23-100%$3.4K———
Sachetta, LLC
N/A—19-19-100%$2.8K———
Fiduciary Financial Advisors
N/A—15-15-100%$2.1K———
Godfrey Financial Associates, Inc.
N/A—13-13-100%$1.9K———
Clearstead Advisors, LLC
N/A—11-11-100%$1.6K———
Bogart Wealth, LLC
N/A—10-10-100%$1.5K———
Harbour Investments, Inc.
N/A—9-9-100%$1.4K———
Transamerica Financial Advisors, LLC
N/A—8-8-100%$1.2K———
Westfuller Advisors, LLC
N/A—8-8-100%$1.2K———
Rialto Wealth Management, LLC
N/A—6-6-100%$880———
HFM Investment Advisors, LLC
N/A—5-5-100%$733———
Ankerstar Wealth, LLC
N/A—5-5-100%$733———
SouthState Bank Corp
N/A—5-5-100%$733———
Prestige Wealth Management Group LLC
N/A—4-4-100%$587———
Zions Bancorporation, National Association
N/A—4-4-100%$586———
Evolution Advisers, Inc.
N/A—3-3-100%$0———
Raffa Wealth Management, LLC
N/A—1-1-100%$147———
Showing 308 of 308 institutions