Crescent Energy Inc (CRGY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares18,311,297 from 16,311,619

Change+1,999,678 (+12%)

Value$236.0M (+$75.8M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares7,393,588 from 6,499,983

Change+893,605 (+14%)

Value$95.3M (+$31.5M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares4,607,765 from 4,459,464

Change+148,301 (+3%)

Value$59.4M (+$15.6M)

Filed 2026-11-05

Assenagon Asset Management S.A.

INCREASED

Shares3,251,891 from 1,977,104

Change+1,274,787 (+64%)

Value$41.9M (+$22.5M)

Filed 2026-10-15

Principal Financial Group Inc

INCREASED

Shares1,420,871 from 1,181,452

Change+239,419 (+20%)

Value$18.3M (+$6.7M)

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares896,471 from 299,002

Change+597,469 (+200%)

Value$11.6M (+$8.6M)

Filed 2026-11-04

Fisher Asset Management, LLC

DECREASED

Shares802,788 from 881,118

Change-78,330 (-9%)

Value$10.3M (+$1.7M)

Filed 2026-11-06

MacKenzie Financial Corp

INCREASED

Shares742,675 from 655,802

Change+86,873 (+13%)

Value$9.6M (+$3.1M)

Filed 2026-11-02

Dana Investment Advisors, Inc.

DECREASED

Shares635,979 from 645,193

Change-9,214 (-1%)

Value$8.2M (+$1.9M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares412,692 from 270,114

Change+142,578 (+53%)

Value$5.3M (+$2.7M)

Filed 2026-11-02

BI Asset Management Fondsmaeglerselskab A/S

INCREASED

Shares399,498 from 144,054

Change+255,444 (+177%)

Value$5.2M (+$3.7M)

Filed 2026-10-22

Barclays PLC

INCREASED

Shares322,040 from 233,540

Change+88,500 (+38%)

Value$4.2M (+$1.9M)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares314,281 from 312,632

Change+1,649 (+1%)

Value$4.1M (+$981.0K)

Filed 2026-11-06

McAlvany Wealth Management LLC

INCREASED

Shares264,258 from 232,846

Change+31,412 (+13%)

Value$3.4M (+$1.1M)

Filed 2026-10-29

Thrivent Financial for Lutherans

INCREASED

Shares239,087 from 160,480

Change+78,607 (+49%)

Value$3.1M (+$1.5M)

Filed 2026-11-05

Mraz, Amerine & Associates, Inc.

INCREASED

Shares211,424 from 208,065

Change+3,359 (+2%)

Value$2.7M (+$682.1K)

Filed 2026-10-30

Inspire Investing, LLC

NEW

Shares176,328

Change+176,328

Value$2.3M

Filed 2026-10-22

Virginia Retirement Systems ET Al

DECREASED

Shares171,900 from 179,400

Change-7,500 (-4%)

Value$2.2M (+$454.1K)

Filed 2026-10-28

Imc-Chicago, LLC

DECREASED

Shares167,508 from 195,114

Change-27,606 (-14%)

Value$2.2M (+$243.2K)

Filed 2026-11-05

Moody National Bank Trust Division

DECREASED

Shares155,362 from 167,634

Change-12,272 (-7%)

Value$2.0M (+$356.5K)

Filed 2026-10-06

Kornitzer Capital Management Inc

INCREASED

Shares150,200 from 150,000

Change+200 (+0%)

Value$1.9M (+$463.1K)

Filed 2026-11-03

Fulcrum Asset Management LLP

INCREASED

Shares132,470 from 22,678

Change+109,792 (+484%)

Value$1.7M (+$1.5M)

Filed 2026-11-04

Louisiana State Employees Retirement System

INCREASED

Shares126,700 from 107,100

Change+19,600 (+18%)

Value$1.6M (+$581.4K)

Filed 2026-10-20

Illinois Municipal Retirement Fund

DECREASED

Shares120,119 from 126,258

Change-6,139 (-5%)

Value$1.5M (+$308.5K)

Filed 2026-11-05

Davenport & Co LLC

INCREASED

Shares100,026 from 82,000

Change+18,026 (+22%)

Value$1.3M (+$484.1K)

Filed 2026-10-14

New York State Teachers Retirement System

INCREASED

Shares98,876 from 95,758

Change+3,118 (+3%)

Value$1.3M (+$335.0K)

Filed 2026-10-22

State of New Jersey Common Pension Fund D

INCREASED

Shares93,421 from 92,592

Change+829 (+1%)

Value$1.2M (+$294.9K)

Filed 2026-11-05

HUB Investment Partners, LLC

NEW

Shares87,374

Change+87,374

Value$1.1M

Filed 2026-11-03

LPL Financial LLC

DECREASED

Shares84,719 from 86,346

Change-1,627 (-2%)

Value$1.1M (+$244.1K)

Filed 2026-11-06

Arizona State Retirement System

INCREASED

Shares79,042 from 67,858

Change+11,184 (+16%)

Value$1.0M (+$352.5K)

Filed 2026-11-03

Heirloom Wealth Management

UNCHANGED

Shares78,977 from 78,977

Change0 (0%)

Value$1.0M (+$242.5K)

Filed 2026-10-14

Amalgamated Bank

INCREASED

Shares76,073 from 66,055

Change+10,018 (+15%)

Value$981.0K (+$332.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

INCREASED

Shares75,361 from 65,196

Change+10,165 (+16%)

Value$971.4K (+$331.2K)

Filed 2026-10-22

EdgeRock Capital LLC

NEW

Shares72,627

Change+72,627

Value$936.2K

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares72,049 from 70,732

Change+1,317 (+2%)

Value$929.0K (+$234.0K)

Filed 2026-11-02

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares70,063 from 57,952

Change+12,111 (+21%)

Value$903.1K (+$334.0K)

Filed 2026-11-03

Keybank National Association

INCREASED

Shares69,421 from 48,415

Change+21,006 (+43%)

Value$894.8K (+$419.4K)

Filed 2026-11-04

Simplex Trading, LLC

INCREASED

Shares67,139 from 48,088

Change+19,051 (+40%)

Value$865.4K (+$393.2K)

Filed 2026-11-04

Oregon Public Employees Retirement Fund

INCREASED

Shares66,674 from 55,374

Change+11,300 (+20%)

Value$859.4K (+$315.7K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares66,429 from 35,428

Change+31,001 (+88%)

Value$856.3K (+$508.4K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares64,731 from 93,861

Change-29,130 (-31%)

Value$834.4K (-$87.3K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares60,092 from 88,900

Change-28,808 (-32%)

Value$773 (-$871.2K)

Filed 2026-10-15

Vise Technologies, Inc.

INCREASED

Shares60,041 from 12,609

Change+47,432 (+376%)

Value$773.9K (+$650.1K)

Filed 2026-10-29

Alps Advisors Inc

DECREASED

Shares59,322 from 66,062

Change-6,740 (-10%)

Value$764.7K (+$115.9K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares56,500 from 41,665

Change+14,835 (+36%)

Value$735.1K (+$340.5K)

Filed 2026-10-13

Welch Group, LLC

INCREASED

Shares53,472 from 48,396

Change+5,076 (+10%)

Value$689.3K (+$214.0K)

Filed 2026-10-29

GF Fund Management Co. Ltd.

DECREASED

Shares48,450 from 55,608

Change-7,158 (-13%)

Value$624.5K (+$78.5K)

Filed 2026-10-26

Amundi

INCREASED

Shares44,990 from 40,380

Change+4,610 (+11%)

Value$579.9K (+$183.4K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

NEW

Shares44,986

Change+44,986

Value$579.9K

Filed 2026-10-16

Pictet Asset Management Holding SA

INCREASED

Shares44,521 from 38,292

Change+6,229 (+16%)

Value$573.9K (+$197.8K)

Filed 2026-11-03

Harbor Capital Advisors, Inc.

INCREASED

Shares40,386 from 17,225

Change+23,161 (+134%)

Value$521.0K (+$352.0K)

Filed 2026-10-22

Northside Capital Management, LLC

UNCHANGED

Shares40,333 from 40,333

Change0 (0%)

Value$519.9K (+$123.8K)

Filed 2026-10-13

ProShare Advisors LLC

INCREASED

Shares40,094 from 36,908

Change+3,186 (+9%)

Value$516.8K (+$154.4K)

Filed 2026-10-29

DekaBank Deutsche Girozentrale

INCREASED

Shares38,444 from 21,282

Change+17,162 (+81%)

Value$500.0K (+$499.7K)

Filed 2026-10-27

Mutual of America Capital Management LLC

INCREASED

Shares33,930 from 27,990

Change+5,940 (+21%)

Value$437.4K (+$162.5K)

Filed 2026-10-23

Montgomery Investment Management Inc

UNCHANGED

Shares31,965 from 31,965

Change0 (0%)

Value$412.0K (+$98.1K)

Filed 2026-10-26

Kestra Advisory Services, LLC

INCREASED

Shares31,647 from 31,561

Change+86 (+0%)

Value$407.9K (+$98.0K)

Filed 2026-11-02

Cantor Fitzgerald Investment Advisors L.P.

NEW

Shares31,066

Change+31,066

Value$400.4K

Filed 2026-10-21

Compound Planning, Inc.

NEW

Shares29,028

Change+29,028

Value$374.2K

Filed 2026-11-05

Innealta Capital, LLC

DECREASED

Shares28,686 from 37,371

Change-8,685 (-23%)

Value$369.8K (+$2.8K)

Filed 2026-11-02

CIBC Asset Management Inc

INCREASED

Shares28,113 from 25,503

Change+2,610 (+10%)

Value$362.4K (+$111.9K)

Filed 2026-11-05

Xponance LLC

INCREASED

Shares27,546 from 25,313

Change+2,233 (+9%)

Value$355.1K (+$106.5K)

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

DECREASED

Shares26,280 from 35,862

Change-9,582 (-27%)

Value$338.7K (-$13.4K)

Filed 2026-10-29

Strs Ohio

NEW

Shares25,300

Change+25,300

Value$326.1K

Filed 2026-10-30

State of Wyoming

INCREASED

Shares24,844 from 12,575

Change+12,269 (+98%)

Value$320.2K (+$196.8K)

Filed 2026-10-28

First Citizens Bank & Trust Co

DECREASED

Shares24,628 from 64,240

Change-39,612 (-62%)

Value$317.5K (-$313.4K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

DECREASED

Shares23,457 from 28,706

Change-5,249 (-18%)

Value$302.4K (+$20.5K)

Filed 2026-11-06

Savant Capital, LLC

INCREASED

Shares22,824 from 17,771

Change+5,053 (+28%)

Value$294.2K (+$119.2K)

Filed 2026-11-06

Bayforest Capital Ltd

INCREASED

Shares22,667 from 368

Change+22,299 (+6060%)

Value$292.2K (+$288.6K)

Filed 2026-11-03

Signaturefd, LLC

INCREASED

Shares21,047 from 20,126

Change+921 (+5%)

Value$271.3K (+$73.7K)

Filed 2026-10-23

Inscription Capital, LLC

DECREASED

Shares20,296 from 22,039

Change-1,743 (-8%)

Value$261.6K (+$45.2K)

Filed 2026-11-02

Ethic Inc.

DECREASED

Shares19,743 from 21,799

Change-2,056 (-9%)

Value$254.5K (+$40.4K)

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares19,150 from 18,482

Change+668 (+4%)

Value$246.8K (+$65.4K)

Filed 2026-10-08

Segment Wealth Management, LLC

INCREASED

Shares18,157 from 15,255

Change+2,902 (+19%)

Value$234.0K (+$84.2K)

Filed 2026-10-26

Swiss Life Asset Management Ltd

INCREASED

Shares16,822 from 15,098

Change+1,724 (+11%)

Value$216.8K (+$68.6K)

Filed 2026-11-03

Merit Financial Group, LLC

INCREASED

Shares15,000 from 10,282

Change+4,718 (+46%)

Value$193.4K (+$92.4K)

Filed 2026-11-06

Sage Rhino Capital LLC

INCREASED

Shares13,857 from 13,158

Change+699 (+5%)

Value$178.6K (+$49.4K)

Filed 2026-10-28

HB Wealth Management, LLC

NEW

Shares13,760

Change+13,760

Value$177.4K

Filed 2026-10-23

Profund Advisors LLC

INCREASED

Shares13,374 from 11,760

Change+1,614 (+14%)

Value$172.4K (+$56.9K)

Filed 2026-10-29

Equitable Trust Co

UNCHANGED

Shares13,366 from 13,366

Change0 (0%)

Value$172.3K (+$41.0K)

Filed 2026-10-13

Covestor Ltd

INCREASED

Shares12,569 from 5,319

Change+7,250 (+136%)

Value$162.0K (+$110.0K)

Filed 2026-10-30

Summit Global Investments

DECREASED

Shares11,498 from 110,174

Change-98,676 (-90%)

Value$148.0K (-$934.0K)

Filed 2026-10-28

Independent Financial Group, LLC

UNCHANGED

Shares11,200 from 11,200

Change0 (0%)

Value$144.4K (+$34.4K)

Filed 2026-10-13

Wolverine Asset Management LLC

UNCHANGED

Shares11,107 from 11,107

Change0 (0%)

Value$143.2K (+$34.1K)

Filed 2026-11-02

Chicago Partners Investment Group LLC

DECREASED

Shares10,436 from 10,869

Change-433 (-4%)

Value$144.3K (+$20.5K)

Filed 2026-10-27

KBC Group NV

UNCHANGED

Shares10,359 from 10,359

Change0 (0%)

Value$134.0K (+$32.0K)

Filed 2026-10-22

Evergreen Capital Management LLC

NEW

Shares10,124

Change+10,124

Value$130.5K

Filed 2026-10-23

Nisa Investment Advisors, LLC

INCREASED

Shares8,509 from 3,617

Change+4,892 (+135%)

Value$109.7K (+$74.2K)

Filed 2026-10-20

Allworth Financial LP

INCREASED

Shares6,885 from 6,770

Change+115 (+2%)

Value$67.6K (+$1.1K)

Filed 2026-11-06

Sterling Capital Management LLC

DECREASED

Shares5,711 from 43,271

Change-37,560 (-87%)

Value$73.6K (-$351.3K)

Filed 2026-10-22

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares5,350 from 5,316

Change+34 (+1%)

Value$69.0K (+$16.8K)

Filed 2026-10-27

SBI Securities Co., Ltd.

INCREASED

Shares4,838 from 893

Change+3,945 (+442%)

Value$62.4K (+$53.6K)

Filed 2026-10-22

Versant Capital Management, Inc

DECREASED

Shares4,626 from 5,293

Change-667 (-13%)

Value$59.6K (+$7.7K)

Filed 2026-10-02

US Bancorp \de\

INCREASED

Shares3,618 from 3,513

Change+105 (+3%)

Value$46.6K (+$12.1K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares2,642 from 1,789

Change+853 (+48%)

Value$34.1K (+$16.5K)

Filed 2026-10-08

Salomon & Ludwin, LLC

UNCHANGED

Shares2,591 from 2,591

Change0 (0%)

Value$33.4K (+$8.9K)

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares2,440

Change+2,440

Value$31.5K

Filed 2026-10-21

Hussman Strategic Advisors, Inc.

UNCHANGED

Shares1,906 from 1,906

Change0 (0%)

Value$24.6K (+$5.9K)

Filed 2026-11-02

True Wealth Design, LLC

INCREASED

Shares1,830 from 1,503

Change+327 (+22%)

Value$23.6K (+$8.8K)

Filed 2026-10-13

UMB Bank, n.a.

INCREASED

Shares1,691 from 1,593

Change+98 (+6%)

Value$21.8K (+$6.2K)

Filed 2026-11-06

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares1,511 from 1,670

Change-159 (-10%)

Value$19.5K (+$3.1K)

Filed 2026-10-05

EverSource Wealth Advisors, LLC

INCREASED

Shares1,472 from 1,412

Change+60 (+4%)

Value$19.0K (+$5.1K)

Filed 2026-11-04

Assetmark, Inc

INCREASED

Shares1,446 from 1,431

Change+15 (+1%)

Value$18.6K (+$4.6K)

Filed 2026-10-21

CoreCap Advisors, LLC

INCREASED

Shares1,345 from 345

Change+1,000 (+290%)

Value$17.3K (+$13.9K)

Filed 2026-10-08

Chung Wu Investment Group, LLC

NEW

Shares1,200

Change+1,200

Value$15.5K

Filed 2026-11-03

Physician Wealth Advisors, Inc.

INCREASED

Shares1,189 from 1,133

Change+56 (+5%)

Value$15.3K (+$4.2K)

Filed 2026-10-20

Ascentis Independent Advisors

NEW

Shares1,139

Change+1,139

Value$14.7K

Filed 2026-11-03

Parkside Financial Bank & Trust

INCREASED

Shares1,094 from 984

Change+110 (+11%)

Value$14.1K (+$4.4K)

Filed 2026-10-27

IFP Advisors, Inc

UNCHANGED

Shares1,066 from 1,066

Change0 (0%)

Value$13.7K (+$3.3K)

Filed 2026-10-16

Spire Wealth Management

UNCHANGED

Shares999 from 999

Change0 (0%)

Value$12.9K (+$3.1K)

Filed 2026-10-30

Bare Financial Services, Inc

INCREASED

Shares839 from 811

Change+28 (+3%)

Value$10.8K (+$2.9K)

Filed 2026-11-04

Parallel Advisors, LLC

DECREASED

Shares812 from 1,811

Change-999 (-55%)

Value$10.5K (-$7.3K)

Filed 2026-11-03

Essential Partners LLC

INCREASED

Shares799 from 532

Change+267 (+50%)

Value$10.3K (+$5.1K)

Filed 2026-10-14

SJS Investment Consulting Inc.

INCREASED

Shares705 from 1

Change+704 (+70400%)

Value$9.1K (+$9.1K)

Filed 2026-10-26

Private Wealth Management Group, LLC

UNCHANGED

Shares526 from 526

Change0 (0%)

Value$6.8K (+$1.6K)

Filed 2026-10-19

First Horizon Corp

DECREASED

Shares426 from 552

Change-126 (-23%)

Value$5.5K (+$70)

Filed 2026-10-26

Avion Wealth

UNCHANGED

Shares396 from 396

Change0 (0%)

Value$5 (+$2)

Filed 2026-11-04

Larson Financial Group LLC

DECREASED

Shares375 from 383

Change-8 (-2%)

Value$4.8K (+$1.1K)

Filed 2026-11-05

Valued Wealth Advisors LLC

DECREASED

Shares346 from 394

Change-48 (-12%)

Value$4.5K (+$590)

Filed 2026-11-05

Fortitude Family Office, LLC

INCREASED

Shares345 from 262

Change+83 (+32%)

Value$4.4K (+$1.9K)

Filed 2026-10-14

Nemes Rush Group LLC

INCREASED

Shares312 from 309

Change+3 (+1%)

Value$4.0K (+$985)

Filed 2026-11-04

Nfsg Corp

UNCHANGED

Shares260 from 260

Change0 (0%)

Value$3.4K (+$798)

Filed 2026-10-15

Mather Group, Llc.

NEW

Shares259

Change+259

Value$3.3K

Filed 2026-10-14

Farmers & Merchants Investments Inc

INCREASED

Shares248 from 124

Change+124 (+100%)

Value$3.2K (+$2.0K)

Filed 2026-10-22

Jacobi Capital Management LLC

NEW

Shares200

Change+200

Value$2.6K

Filed 2026-11-05

Creative Capital Management Investments LLC

INCREASED

Shares200 from 62

Change+138 (+223%)

Value$2.6K (+$2.0K)

Filed 2026-10-28

GK Wealth Management LLC

NEW

Shares199

Change+199

Value$2.6K

Filed 2026-10-09

JFS Wealth Advisors, LLC

INCREASED

Shares187 from 143

Change+44 (+31%)

Value$2.4K (+$1.0K)

Filed 2026-11-03

Private Trust Co NA

NEW

Shares157

Change+157

Value$2.0K

Filed 2026-10-20

Ascentis Wealth Management, LLC

NEW

Shares155

Change+155

Value$2.0K

Filed 2026-11-03

Cedar Mountain Advisors, LLC

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$1.8K (+$439)

Filed 2026-10-15

UMB Private Wealth Management, LLC

NEW

Shares129

Change+129

Value$1.7K

Filed 2026-10-19

Burk Holdings LLC

NEW

Shares114

Change+114

Value$1.5K

Filed 2026-11-05

Owl Creek Wealth Partners LLC

UNCHANGED

Shares114 from 114

Change0 (0%)

Value$1.5K (+$350)

Filed 2026-10-20

Bell Investment Advisors, Inc

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$825 (+$196)

Filed 2026-10-29

Financial Consulate, Inc

INCREASED

Shares63 from 20

Change+43 (+215%)

Value$813 (+$616)

Filed 2026-10-23

Valley National Advisers Inc

NEW

Shares60

Change+60

Value$774

Filed 2026-10-23

Clearstead Advisors, LLC

INCREASED

Shares59 from 37

Change+22 (+59%)

Value$761 (+$397)

Filed 2026-11-06

Bay Harbor Wealth Management, LLC

INCREASED

Shares43 from 14

Change+29 (+207%)

Value$554 (+$417)

Filed 2026-11-03

Gilpin Wealth Management, LLC

INCREASED

Shares40 from 37

Change+3 (+8%)

Value$516 (+$152)

Filed 2026-10-09

Silver Grove Financial Group, Inc.

DECREASED

Shares34 from 57

Change-23 (-40%)

Value$438 (-$122)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares31

Change+31

Value$400

Filed 2026-10-30

Capital Advisors, Ltd. LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Proathlete Wealth Management LLC

NEW

Shares23

Change+23

Value$296

Filed 2026-10-15

DecisionPoint Financial, LLC

INCREASED

Shares15 from 6

Change+9 (+150%)

Value$200 (+$143)

Filed 2026-10-27

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$168 (+$40)

Filed 2026-10-16

Zions Bancorporation, National Association

NEW

Shares11

Change+11

Value$142

Filed 2026-11-06

Davis Capital Management

DECREASED

Shares11 from 13

Change-2 (-15%)

Value$142 (+$14)

Filed 2026-10-08

Community Financial Services Group, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$106 (+$30)

Filed 2026-10-15

James T. Borello RIA

NEW

Shares6

Change+6

Value$77

Filed 2026-10-16

Hughes Financial Services, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$41 (+$12)

Filed 2026-10-30

Maryland Capital Advisors Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$26 (+$6)

Filed 2026-10-15

Jackson Creek Investment Advisors LLC

CLOSED

Shares0 from 163,573

Change-163,573 (-100%)

Value$0 (-$1.9K)

Filed 2026-11-04

Founders Capital Management

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$19.6K)

Filed 2026-10-13

Blue Trust, Inc.

CLOSED

Shares0 from 215

Change-215 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-15

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$422)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 ($0)

Filed 2026-11-06

Stone House Investment Management, LLC

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$137)

Filed 2026-10-23

Navigoe, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-11-04

Contravisory Investment Management, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$7)

Filed 2026-10-13

BlackRock, Inc.

N/A

Shares— from 38,716,409

Change-38,716,409 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 28,655,357

Change-28,655,357 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 17,958,226

Change-17,958,226 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 17,244,762

Change-17,244,762 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 16,912,550

Change-16,912,550 (-100%)

Value—

State Street Corp

N/A

Shares— from 16,551,114

Change-16,551,114 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 11,999,515

Change-11,999,515 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 8,778,114

Change-8,778,114 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 7,589,933

Change-7,589,933 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 5,623,753

Change-5,623,753 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 5,114,028

Change-5,114,028 (-100%)

Value—

Liberty Mutual Group Asset Management Inc.

N/A

Shares— from 4,254,746

Change-4,254,746 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,434,358

Change-3,434,358 (-100%)

Value—

Pickering Energy Partners LP

N/A

Shares— from 3,203,978

Change-3,203,978 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,186,604

Change-3,186,604 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 2,883,335

Change-2,883,335 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 2,714,204

Change-2,714,204 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 2,517,949

Change-2,517,949 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 2,110,966

Change-2,110,966 (-100%)

Value—

Miller Value Partners, LLC

N/A

Shares— from 2,092,679

Change-2,092,679 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,039,694

Change-2,039,694 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 1,822,936

Change-1,822,936 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 1,784,832

Change-1,784,832 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,755,007

Change-1,755,007 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 1,751,409

Change-1,751,409 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,706,322

Change-1,706,322 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 1,703,694

Change-1,703,694 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,661,266

Change-1,661,266 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,650,517

Change-1,650,517 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 1,643,220

Change-1,643,220 (-100%)

Value—

Kore Advisors LP

N/A

Shares— from 1,586,456

Change-1,586,456 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 1,574,106

Change-1,574,106 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 1,458,997

Change-1,458,997 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 1,454,878

Change-1,454,878 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 1,381,172

Change-1,381,172 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,367,617

Change-1,367,617 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,241,820

Change-1,241,820 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 1,226,064

Change-1,226,064 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 1,215,413

Change-1,215,413 (-100%)

Value—

Pingora Partners LLC

N/A

Shares— from 1,128,128

Change-1,128,128 (-100%)

Value—

Mizuho Markets Cayman LP

N/A

Shares— from 1,104,672

Change-1,104,672 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 974,091

Change-974,091 (-100%)

Value—

FMR LLC

N/A

Shares— from 916,418

Change-916,418 (-100%)

Value—

UBS Group AG

N/A

Shares— from 913,097

Change-913,097 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 884,377

Change-884,377 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 839,574

Change-839,574 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 838,028

Change-838,028 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 643,089

Change-643,089 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 628,571

Change-628,571 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 619,287

Change-619,287 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 616,208

Change-616,208 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 562,416

Change-562,416 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 527,676

Change-527,676 (-100%)

Value—

Hite Hedge Asset Management LLC

N/A

Shares— from 523,060

Change-523,060 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 517,023

Change-517,023 (-100%)

Value—

Aventail Capital Group, LP

N/A

Shares— from 510,946

Change-510,946 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 498,398

Change-498,398 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 494,999

Change-494,999 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 493,492

Change-493,492 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 490,256

Change-490,256 (-100%)

Value—

Valueworks LLC

N/A

Shares— from 490,083

Change-490,083 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 460,832

Change-460,832 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 455,126

Change-455,126 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 404,566

Change-404,566 (-100%)

Value—

Yaupon Capital Management LP

N/A

Shares— from 400,211

Change-400,211 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 389,923

Change-389,923 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 375,548

Change-375,548 (-100%)

Value—

Mizuho Markets Americas LLC

N/A

Shares— from 344,940

Change-344,940 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 342,600

Change-342,600 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 340,044

Change-340,044 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 336,903

Change-336,903 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 332,675

Change-332,675 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 326,490

Change-326,490 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 319,770

Change-319,770 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 319,678

Change-319,678 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 306,321

Change-306,321 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 291,104

Change-291,104 (-100%)

Value—

NFJ Investment Group, LLC

N/A

Shares— from 285,955

Change-285,955 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 284,172

Change-284,172 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 265,250

Change-265,250 (-100%)

Value—

Seven Grand Managers, LLC

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Lombard Odier Asset Management (USA) Corp

N/A

Shares— from 235,098

Change-235,098 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 230,025

Change-230,025 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 229,938

Change-229,938 (-100%)

Value—

VAN DEN Berg Management I, Inc

N/A

Shares— from 228,438

Change-228,438 (-100%)

Value—

Jasper Ridge Partners, L.P.

N/A

Shares— from 212,869

Change-212,869 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 208,506

Change-208,506 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 200,003

Change-200,003 (-100%)

Value—

Man Group plc

N/A

Shares— from 190,574

Change-190,574 (-100%)

Value—

CSS LLC

N/A

Shares— from 187,877

Change-187,877 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 185,259

Change-185,259 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 175,836

Change-175,836 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 175,571

Change-175,571 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 167,758

Change-167,758 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 166,777

Change-166,777 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 158,242

Change-158,242 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 158,184

Change-158,184 (-100%)

Value—

Michelson Medical Research Foundation, Inc.

N/A

Shares— from 156,166

Change-156,166 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 152,130

Change-152,130 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 145,918

Change-145,918 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 141,794

Change-141,794 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 137,679

Change-137,679 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 135,304

Change-135,304 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 132,990

Change-132,990 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 120,464

Change-120,464 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 113,838

Change-113,838 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 112,883

Change-112,883 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 112,813

Change-112,813 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 109,501

Change-109,501 (-100%)

Value—

Callahan Advisors, LLC

N/A

Shares— from 100,348

Change-100,348 (-100%)

Value—

CM Management, LLC

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 99,973

Change-99,973 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 98,836

Change-98,836 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 97,515

Change-97,515 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 94,614

Change-94,614 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 92,219

Change-92,219 (-100%)

Value—

Nokomis Capital, L.L.C.

N/A

Shares— from 91,925

Change-91,925 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 88,373

Change-88,373 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 87,381

Change-87,381 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 84,438

Change-84,438 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 83,279

Change-83,279 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 81,385

Change-81,385 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 77,089

Change-77,089 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 76,703

Change-76,703 (-100%)

Value—

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

N/A

Shares— from 72,080

Change-72,080 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 64,622

Change-64,622 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 64,586

Change-64,586 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 61,612

Change-61,612 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 61,124

Change-61,124 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 61,042

Change-61,042 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 59,852

Change-59,852 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 54,252

Change-54,252 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 50,171

Change-50,171 (-100%)

Value—

ACT Capital Management, LLC

N/A

Shares— from 45,000

Change-45,000 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 44,704

Change-44,704 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 44,411

Change-44,411 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 43,681

Change-43,681 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 43,342

Change-43,342 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 43,057

Change-43,057 (-100%)

Value—

CoreCommodity Management, LLC

N/A

Shares— from 42,231

Change-42,231 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 42,176

Change-42,176 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 40,721

Change-40,721 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 37,511

Change-37,511 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 37,156

Change-37,156 (-100%)

Value—

Omers Administration Corp

N/A

Shares— from 36,800

Change-36,800 (-100%)

Value—

Interval Partners, LP

N/A

Shares— from 36,106

Change-36,106 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 35,485

Change-35,485 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 34,726

Change-34,726 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 33,743

Change-33,743 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 33,104

Change-33,104 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 33,008

Change-33,008 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 31,295

Change-31,295 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 29,699

Change-29,699 (-100%)

Value—

Magnolia Capital Advisors LLC

N/A

Shares— from 29,689

Change-29,689 (-100%)

Value—

Riverstone Holdings LLC

N/A

Shares— from 27,702

Change-27,702 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 27,639

Change-27,639 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 26,453

Change-26,453 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 26,278

Change-26,278 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 26,261

Change-26,261 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 25,160

Change-25,160 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 24,548

Change-24,548 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 23,935

Change-23,935 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 23,602

Change-23,602 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 23,234

Change-23,234 (-100%)

Value—

iSAM Funds (UK) Ltd

N/A

Shares— from 21,100

Change-21,100 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 20,916

Change-20,916 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 20,489

Change-20,489 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 20,003

Change-20,003 (-100%)

Value—

Bridgefront Capital, LLC

N/A

Shares— from 19,293

Change-19,293 (-100%)

Value—

WPWealth LLP

N/A

Shares— from 17,425

Change-17,425 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 16,006

Change-16,006 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 15,641

Change-15,641 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 14,614

Change-14,614 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 14,425

Change-14,425 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 13,432

Change-13,432 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 13,222

Change-13,222 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 12,875

Change-12,875 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 12,679

Change-12,679 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,448

Change-12,448 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 11,915

Change-11,915 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 11,756

Change-11,756 (-100%)

Value—

Sprott Inc.

N/A

Shares— from 11,250

Change-11,250 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 11,056

Change-11,056 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 10,784

Change-10,784 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,593

Change-10,593 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 10,312

Change-10,312 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 10,142

Change-10,142 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 9,580

Change-9,580 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 9,122

Change-9,122 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,839

Change-7,839 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 7,363

Change-7,363 (-100%)

Value—

Centennial Bank

N/A

Shares— from 3,812

Change-3,812 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 2,471

Change-2,471 (-100%)

Value—

DV Trading LLC

N/A

Shares— from 2,236

Change-2,236 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,734

Change-1,734 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 1,692

Change-1,692 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,179

Change-1,179 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 1,062

Change-1,062 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1,042

Change-1,042 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 900

Change-900 (-100%)

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Huntington National Bank

N/A

Shares— from 732

Change-732 (-100%)

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Prestige Wealth Management Group LLC

N/A

Shares— from 684

Change-684 (-100%)

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Smartleaf Asset Management LLC

N/A

Shares— from 622

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Cornerstone Financial Management LLC

N/A

Shares— from 602

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Global Retirement Partners, LLC

N/A

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Atlantic Union Bankshares Corp

N/A

Shares— from 530

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Rothschild Investment LLC

N/A

Shares— from 492

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Private Wealth Asset Management, LLC

N/A

Shares— from 476

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Fiduciary Financial Advisors

N/A

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Keating Financial Advisory Services, Inc.

N/A

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Rockefeller Capital Management L.P.

N/A

Shares— from 218

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Bogart Wealth, LLC

N/A

Shares— from 198

Change-198 (-100%)

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Basecamp Wealth Advisors LLC

N/A

Shares— from 187

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Corsicana & Co.

N/A

Shares— from 180

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Quarry LP

N/A

Shares— from 108

Change-108 (-100%)

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CVA Family Office, LLC

N/A

Shares— from 98

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Rialto Wealth Management, LLC

N/A

Shares— from 92

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Federation des caisses Desjardins du Quebec

N/A

Shares— from 50

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Swan Capital LLC

N/A

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Ankerstar Wealth, LLC

N/A

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HFM Investment Advisors, LLC

N/A

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Transamerica Financial Advisors, LLC

N/A

Shares— from 17

Change-17 (-100%)

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LRI Investments, LLC

N/A

Shares— from 10

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Strategic Wealth Partners, Ltd.

N/A

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Coppell Advisory Solutions LLC

N/A

Shares— from 9

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Dunhill Financial, LLC

N/A

Shares— from 3

Change-3 (-100%)

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Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	18,311,297	16,311,619	+1,999,678	+12%	$160.2M	$236.0M	+$75.8M	2026-11-04
Geode Capital Management, LLC	INCREASED	7,393,588	6,499,983	+893,605	+14%	$63.8M	$95.3M	+$31.5M	2026-11-06
Bank of New York Mellon Corp	INCREASED	4,607,765	4,459,464	+148,301	+3%	$43.8M	$59.4M	+$15.6M	2026-11-05
Assenagon Asset Management S.A.	INCREASED	3,251,891	1,977,104	+1,274,787	+64%	$19.4M	$41.9M	+$22.5M	2026-10-15
Principal Financial Group Inc	INCREASED	1,420,871	1,181,452	+239,419	+20%	$11.6M	$18.3M	+$6.7M	2026-11-02
Citigroup Inc	INCREASED	896,471	299,002	+597,469	+200%	$2.9M	$11.6M	+$8.6M	2026-11-04
Fisher Asset Management, LLC	DECREASED	802,788	881,118	-78,330	-9%	$8.7M	$10.3M	+$1.7M	2026-11-06
MacKenzie Financial Corp	INCREASED	742,675	655,802	+86,873	+13%	$6.4M	$9.6M	+$3.1M	2026-11-02
Dana Investment Advisors, Inc.	DECREASED	635,979	645,193	-9,214	-1%	$6.3M	$8.2M	+$1.9M	2026-11-06
Creative Planning	INCREASED	412,692	270,114	+142,578	+53%	$2.7M	$5.3M	+$2.7M	2026-11-02
BI Asset Management Fondsmaeglerselskab A/S	INCREASED	399,498	144,054	+255,444	+177%	$1.4M	$5.2M	+$3.7M	2026-10-22
Barclays PLC	INCREASED	322,040	233,540	+88,500	+38%	$2.3M	$4.2M	+$1.9M	2026-11-06
Russell Investments Group, Ltd.	INCREASED	314,281	312,632	+1,649	+1%	$3.1M	$4.1M	+$981.0K	2026-11-06
McAlvany Wealth Management LLC	INCREASED	264,258	232,846	+31,412	+13%	$2.3M	$3.4M	+$1.1M	2026-10-29
Thrivent Financial for Lutherans	INCREASED	239,087	160,480	+78,607	+49%	$1.6M	$3.1M	+$1.5M	2026-11-05
Mraz, Amerine & Associates, Inc.	INCREASED	211,424	208,065	+3,359	+2%	$2.0M	$2.7M	+$682.1K	2026-10-30
Inspire Investing, LLC	NEW	176,328	—	+176,328	—	—	$2.3M	—	2026-10-22
Virginia Retirement Systems ET Al	DECREASED	171,900	179,400	-7,500	-4%	$1.8M	$2.2M	+$454.1K	2026-10-28
Imc-Chicago, LLC	DECREASED	167,508	195,114	-27,606	-14%	$1.9M	$2.2M	+$243.2K	2026-11-05
Moody National Bank Trust Division	DECREASED	155,362	167,634	-12,272	-7%	$1.6M	$2.0M	+$356.5K	2026-10-06
Kornitzer Capital Management Inc	INCREASED	150,200	150,000	+200	+0%	$1.5M	$1.9M	+$463.1K	2026-11-03
Fulcrum Asset Management LLP	INCREASED	132,470	22,678	+109,792	+484%	$226.8K	$1.7M	+$1.5M	2026-11-04
Louisiana State Employees Retirement System	INCREASED	126,700	107,100	+19,600	+18%	$1.1M	$1.6M	+$581.4K	2026-10-20
Illinois Municipal Retirement Fund	DECREASED	120,119	126,258	-6,139	-5%	$1.2M	$1.5M	+$308.5K	2026-11-05
Davenport & Co LLC	INCREASED	100,026	82,000	+18,026	+22%	$805.2K	$1.3M	+$484.1K	2026-10-14
New York State Teachers Retirement System	INCREASED	98,876	95,758	+3,118	+3%	$940.0K	$1.3M	+$335.0K	2026-10-22
State of New Jersey Common Pension Fund D	INCREASED	93,421	92,592	+829	+1%	$909.3K	$1.2M	+$294.9K	2026-11-05
HUB Investment Partners, LLC	NEW	87,374	—	+87,374	—	—	$1.1M	—	2026-11-03
LPL Financial LLC	DECREASED	84,719	86,346	-1,627	-2%	$847.9K	$1.1M	+$244.1K	2026-11-06
Arizona State Retirement System	INCREASED	79,042	67,858	+11,184	+16%	$666.4K	$1.0M	+$352.5K	2026-11-03
Heirloom Wealth Management	UNCHANGED	78,977	78,977	0	0%	$775.6K	$1.0M	+$242.5K	2026-10-14
Amalgamated Bank	INCREASED	76,073	66,055	+10,018	+15%	$649.0K	$981.0K	+$332.0K	2026-10-23
Yousif Capital Management, LLC	INCREASED	75,361	65,196	+10,165	+16%	$640.2K	$971.4K	+$331.2K	2026-10-22
EdgeRock Capital LLC	NEW	72,627	—	+72,627	—	—	$936.2K	—	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	72,049	70,732	+1,317	+2%	$695.0K	$929.0K	+$234.0K	2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	70,063	57,952	+12,111	+21%	$569.1K	$903.1K	+$334.0K	2026-11-03
Keybank National Association	INCREASED	69,421	48,415	+21,006	+43%	$475.4K	$894.8K	+$419.4K	2026-11-04
Simplex Trading, LLC	INCREASED	67,139	48,088	+19,051	+40%	$472.2K	$865.4K	+$393.2K	2026-11-04
Oregon Public Employees Retirement Fund	INCREASED	66,674	55,374	+11,300	+20%	$543.8K	$859.4K	+$315.7K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	66,429	35,428	+31,001	+88%	$347.9K	$856.3K	+$508.4K	2026-11-05
Fifth Third Bancorp	DECREASED	64,731	93,861	-29,130	-31%	$921.7K	$834.4K	-$87.3K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	60,092	88,900	-28,808	-32%	$872.0K	$773	-$871.2K	2026-10-15
Vise Technologies, Inc.	INCREASED	60,041	12,609	+47,432	+376%	$123.8K	$773.9K	+$650.1K	2026-10-29
Alps Advisors Inc	DECREASED	59,322	66,062	-6,740	-10%	$648.7K	$764.7K	+$115.9K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	56,500	41,665	+14,835	+36%	$394.6K	$735.1K	+$340.5K	2026-10-13
Welch Group, LLC	INCREASED	53,472	48,396	+5,076	+10%	$475.2K	$689.3K	+$214.0K	2026-10-29
GF Fund Management Co. Ltd.	DECREASED	48,450	55,608	-7,158	-13%	$546.1K	$624.5K	+$78.5K	2026-10-26
Amundi	INCREASED	44,990	40,380	+4,610	+11%	$396.5K	$579.9K	+$183.4K	2026-11-06
Y-Intercept (Hong Kong) Ltd	NEW	44,986	—	+44,986	—	—	$579.9K	—	2026-10-16
Pictet Asset Management Holding SA	INCREASED	44,521	38,292	+6,229	+16%	$376.0K	$573.9K	+$197.8K	2026-11-03
Harbor Capital Advisors, Inc.	INCREASED	40,386	17,225	+23,161	+134%	$169.0K	$521.0K	+$352.0K	2026-10-22
Northside Capital Management, LLC	UNCHANGED	40,333	40,333	0	0%	$396.1K	$519.9K	+$123.8K	2026-10-13
ProShare Advisors LLC	INCREASED	40,094	36,908	+3,186	+9%	$362.4K	$516.8K	+$154.4K	2026-10-29
DekaBank Deutsche Girozentrale	INCREASED	38,444	21,282	+17,162	+81%	$292	$500.0K	+$499.7K	2026-10-27
Mutual of America Capital Management LLC	INCREASED	33,930	27,990	+5,940	+21%	$274.9K	$437.4K	+$162.5K	2026-10-23
Montgomery Investment Management Inc	UNCHANGED	31,965	31,965	0	0%	$313.9K	$412.0K	+$98.1K	2026-10-26
Kestra Advisory Services, LLC	INCREASED	31,647	31,561	+86	+0%	$309.9K	$407.9K	+$98.0K	2026-11-02
Cantor Fitzgerald Investment Advisors L.P.	NEW	31,066	—	+31,066	—	—	$400.4K	—	2026-10-21
Compound Planning, Inc.	NEW	29,028	—	+29,028	—	—	$374.2K	—	2026-11-05
Innealta Capital, LLC	DECREASED	28,686	37,371	-8,685	-23%	$367.0K	$369.8K	+$2.8K	2026-11-02
CIBC Asset Management Inc	INCREASED	28,113	25,503	+2,610	+10%	$250.4K	$362.4K	+$111.9K	2026-11-05
Xponance LLC	INCREASED	27,546	25,313	+2,233	+9%	$248.6K	$355.1K	+$106.5K	2026-11-03
Caitong International Asset Management Co., Ltd	DECREASED	26,280	35,862	-9,582	-27%	$352.2K	$338.7K	-$13.4K	2026-10-29
Strs Ohio	NEW	25,300	—	+25,300	—	—	$326.1K	—	2026-10-30
State of Wyoming	INCREASED	24,844	12,575	+12,269	+98%	$123.5K	$320.2K	+$196.8K	2026-10-28
First Citizens Bank & Trust Co	DECREASED	24,628	64,240	-39,612	-62%	$630.8K	$317.5K	-$313.4K	2026-10-14
PNC Financial Services Group, Inc.	DECREASED	23,457	28,706	-5,249	-18%	$281.9K	$302.4K	+$20.5K	2026-11-06
Savant Capital, LLC	INCREASED	22,824	17,771	+5,053	+28%	$175.0K	$294.2K	+$119.2K	2026-11-06
Bayforest Capital Ltd	INCREASED	22,667	368	+22,299	+6060%	$3.6K	$292.2K	+$288.6K	2026-11-03
Signaturefd, LLC	INCREASED	21,047	20,126	+921	+5%	$197.6K	$271.3K	+$73.7K	2026-10-23
Inscription Capital, LLC	DECREASED	20,296	22,039	-1,743	-8%	$216.4K	$261.6K	+$45.2K	2026-11-02
Ethic Inc.	DECREASED	19,743	21,799	-2,056	-9%	$214.1K	$254.5K	+$40.4K	2026-11-03
Gamma Investing LLC	INCREASED	19,150	18,482	+668	+4%	$181.5K	$246.8K	+$65.4K	2026-10-08
Segment Wealth Management, LLC	INCREASED	18,157	15,255	+2,902	+19%	$149.8K	$234.0K	+$84.2K	2026-10-26
Swiss Life Asset Management Ltd	INCREASED	16,822	15,098	+1,724	+11%	$148.3K	$216.8K	+$68.6K	2026-11-03
Merit Financial Group, LLC	INCREASED	15,000	10,282	+4,718	+46%	$101.0K	$193.4K	+$92.4K	2026-11-06
Sage Rhino Capital LLC	INCREASED	13,857	13,158	+699	+5%	$129.2K	$178.6K	+$49.4K	2026-10-28
HB Wealth Management, LLC	NEW	13,760	—	+13,760	—	—	$177.4K	—	2026-10-23
Profund Advisors LLC	INCREASED	13,374	11,760	+1,614	+14%	$115.5K	$172.4K	+$56.9K	2026-10-29
Equitable Trust Co	UNCHANGED	13,366	13,366	0	0%	$131.3K	$172.3K	+$41.0K	2026-10-13
Covestor Ltd	INCREASED	12,569	5,319	+7,250	+136%	$52.0K	$162.0K	+$110.0K	2026-10-30
Summit Global Investments	DECREASED	11,498	110,174	-98,676	-90%	$1.1M	$148.0K	-$934.0K	2026-10-28
Independent Financial Group, LLC	UNCHANGED	11,200	11,200	0	0%	$110.0K	$144.4K	+$34.4K	2026-10-13
Wolverine Asset Management LLC	UNCHANGED	11,107	11,107	0	0%	$109.1K	$143.2K	+$34.1K	2026-11-02
Chicago Partners Investment Group LLC	DECREASED	10,436	10,869	-433	-4%	$123.8K	$144.3K	+$20.5K	2026-10-27
KBC Group NV	UNCHANGED	10,359	10,359	0	0%	$102.0K	$134.0K	+$32.0K	2026-10-22
Evergreen Capital Management LLC	NEW	10,124	—	+10,124	—	—	$130.5K	—	2026-10-23
Nisa Investment Advisors, LLC	INCREASED	8,509	3,617	+4,892	+135%	$35.5K	$109.7K	+$74.2K	2026-10-20
Allworth Financial LP	INCREASED	6,885	6,770	+115	+2%	$66.5K	$67.6K	+$1.1K	2026-11-06
Sterling Capital Management LLC	DECREASED	5,711	43,271	-37,560	-87%	$424.9K	$73.6K	-$351.3K	2026-10-22
Pinnacle Wealth Planning Services, Inc.	INCREASED	5,350	5,316	+34	+1%	$52.2K	$69.0K	+$16.8K	2026-10-27
SBI Securities Co., Ltd.	INCREASED	4,838	893	+3,945	+442%	$8.8K	$62.4K	+$53.6K	2026-10-22
Versant Capital Management, Inc	DECREASED	4,626	5,293	-667	-13%	$52.0K	$59.6K	+$7.7K	2026-10-02
US Bancorp \de\	INCREASED	3,618	3,513	+105	+3%	$34.5K	$46.6K	+$12.1K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	2,642	1,789	+853	+48%	$17.6K	$34.1K	+$16.5K	2026-10-08
Salomon & Ludwin, LLC	UNCHANGED	2,591	2,591	0	0%	$24.5K	$33.4K	+$8.9K	2026-10-29
Root Financial Partners, LLC	NEW	2,440	—	+2,440	—	—	$31.5K	—	2026-10-21
Hussman Strategic Advisors, Inc.	UNCHANGED	1,906	1,906	0	0%	$18.7K	$24.6K	+$5.9K	2026-11-02
True Wealth Design, LLC	INCREASED	1,830	1,503	+327	+22%	$14.8K	$23.6K	+$8.8K	2026-10-13
UMB Bank, n.a.	INCREASED	1,691	1,593	+98	+6%	$15.6K	$21.8K	+$6.2K	2026-11-06
MassMutual Private Wealth & Trust, FSB	DECREASED	1,511	1,670	-159	-10%	$16.4K	$19.5K	+$3.1K	2026-10-05
EverSource Wealth Advisors, LLC	INCREASED	1,472	1,412	+60	+4%	$13.9K	$19.0K	+$5.1K	2026-11-04
Assetmark, Inc	INCREASED	1,446	1,431	+15	+1%	$14.1K	$18.6K	+$4.6K	2026-10-21
CoreCap Advisors, LLC	INCREASED	1,345	345	+1,000	+290%	$3.4K	$17.3K	+$13.9K	2026-10-08
Chung Wu Investment Group, LLC	NEW	1,200	—	+1,200	—	—	$15.5K	—	2026-11-03
Physician Wealth Advisors, Inc.	INCREASED	1,189	1,133	+56	+5%	$11.1K	$15.3K	+$4.2K	2026-10-20
Ascentis Independent Advisors	NEW	1,139	—	+1,139	—	—	$14.7K	—	2026-11-03
Parkside Financial Bank & Trust	INCREASED	1,094	984	+110	+11%	$9.7K	$14.1K	+$4.4K	2026-10-27
IFP Advisors, Inc	UNCHANGED	1,066	1,066	0	0%	$10.5K	$13.7K	+$3.3K	2026-10-16
Spire Wealth Management	UNCHANGED	999	999	0	0%	$9.8K	$12.9K	+$3.1K	2026-10-30
Bare Financial Services, Inc	INCREASED	839	811	+28	+3%	$8.0K	$10.8K	+$2.9K	2026-11-04
Parallel Advisors, LLC	DECREASED	812	1,811	-999	-55%	$17.8K	$10.5K	-$7.3K	2026-11-03
Essential Partners LLC	INCREASED	799	532	+267	+50%	$5.2K	$10.3K	+$5.1K	2026-10-14
SJS Investment Consulting Inc.	INCREASED	705	1	+704	+70400%	$10	$9.1K	+$9.1K	2026-10-26
Private Wealth Management Group, LLC	UNCHANGED	526	526	0	0%	$5.2K	$6.8K	+$1.6K	2026-10-19
First Horizon Corp	DECREASED	426	552	-126	-23%	$5.4K	$5.5K	+$70	2026-10-26
Avion Wealth	UNCHANGED	396	396	0	0%	$3	$5	+$2	2026-11-04
Larson Financial Group LLC	DECREASED	375	383	-8	-2%	$3.8K	$4.8K	+$1.1K	2026-11-05
Valued Wealth Advisors LLC	DECREASED	346	394	-48	-12%	$3.9K	$4.5K	+$590	2026-11-05
Fortitude Family Office, LLC	INCREASED	345	262	+83	+32%	$2.6K	$4.4K	+$1.9K	2026-10-14
Nemes Rush Group LLC	INCREASED	312	309	+3	+1%	$3.0K	$4.0K	+$985	2026-11-04
Nfsg Corp	UNCHANGED	260	260	0	0%	$2.6K	$3.4K	+$798	2026-10-15
Mather Group, Llc.	NEW	259	—	+259	—	—	$3.3K	—	2026-10-14
Farmers & Merchants Investments Inc	INCREASED	248	124	+124	+100%	$1.2K	$3.2K	+$2.0K	2026-10-22
Jacobi Capital Management LLC	NEW	200	—	+200	—	—	$2.6K	—	2026-11-05
Creative Capital Management Investments LLC	INCREASED	200	62	+138	+223%	$609	$2.6K	+$2.0K	2026-10-28
GK Wealth Management LLC	NEW	199	—	+199	—	—	$2.6K	—	2026-10-09
JFS Wealth Advisors, LLC	INCREASED	187	143	+44	+31%	$1.4K	$2.4K	+$1.0K	2026-11-03
Private Trust Co NA	NEW	157	—	+157	—	—	$2.0K	—	2026-10-20
Ascentis Wealth Management, LLC	NEW	155	—	+155	—	—	$2.0K	—	2026-11-03
Cedar Mountain Advisors, LLC	UNCHANGED	143	143	0	0%	$1.4K	$1.8K	+$439	2026-10-15
UMB Private Wealth Management, LLC	NEW	129	—	+129	—	—	$1.7K	—	2026-10-19
Burk Holdings LLC	NEW	114	—	+114	—	—	$1.5K	—	2026-11-05
Owl Creek Wealth Partners LLC	UNCHANGED	114	114	0	0%	$1.1K	$1.5K	+$350	2026-10-20
Bell Investment Advisors, Inc	UNCHANGED	64	64	0	0%	$629	$825	+$196	2026-10-29
Financial Consulate, Inc	INCREASED	63	20	+43	+215%	$197	$813	+$616	2026-10-23
Valley National Advisers Inc	NEW	60	—	+60	—	—	$774	—	2026-10-23
Clearstead Advisors, LLC	INCREASED	59	37	+22	+59%	$364	$761	+$397	2026-11-06
Bay Harbor Wealth Management, LLC	INCREASED	43	14	+29	+207%	$137	$554	+$417	2026-11-03
Gilpin Wealth Management, LLC	INCREASED	40	37	+3	+8%	$364	$516	+$152	2026-10-09
Silver Grove Financial Group, Inc.	DECREASED	34	57	-23	-40%	$560	$438	-$122	2026-11-05
Provenance Wealth Advisors, LLC	NEW	31	—	+31	—	—	$400	—	2026-10-30
Capital Advisors, Ltd. LLC	UNCHANGED	28	28	0	0%	$0	$0	$0	2026-10-27
Proathlete Wealth Management LLC	NEW	23	—	+23	—	—	$296	—	2026-10-15
DecisionPoint Financial, LLC	INCREASED	15	6	+9	+150%	$57	$200	+$143	2026-10-27
DiNuzzo Private Wealth, Inc.	UNCHANGED	13	13	0	0%	$128	$168	+$40	2026-10-16
Zions Bancorporation, National Association	NEW	11	—	+11	—	—	$142	—	2026-11-06
Davis Capital Management	DECREASED	11	13	-2	-15%	$128	$142	+$14	2026-10-08
Community Financial Services Group, LLC	UNCHANGED	8	8	0	0%	$76	$106	+$30	2026-10-15
James T. Borello RIA	NEW	6	—	+6	—	—	$77	—	2026-10-16
Hughes Financial Services, LLC	UNCHANGED	3	3	0	0%	$29	$41	+$12	2026-10-30
Maryland Capital Advisors Inc.	UNCHANGED	2	2	0	0%	$20	$26	+$6	2026-10-15
Jackson Creek Investment Advisors LLC	CLOSED	0	163,573	-163,573	-100%	$1.9K	$0	-$1.9K	2026-11-04
Founders Capital Management	CLOSED	0	2,000	-2,000	-100%	$19.6K	$0	-$19.6K	2026-10-13
Blue Trust, Inc.	CLOSED	0	215	-215	-100%	$2.1K	$0	-$2.1K	2026-10-15
Plante Moran Financial Advisors, LLC	CLOSED	0	43	-43	-100%	$422	$0	-$422	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	18	-18	-100%	$0	$0	$0	2026-11-06
Stone House Investment Management, LLC	CLOSED	0	14	-14	-100%	$137	$0	-$137	2026-10-23
Navigoe, LLC	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-11-04
Contravisory Investment Management, Inc.	CLOSED	0	1	-1	-100%	$7	$0	-$7	2026-10-13
BlackRock, Inc.	N/A	—	38,716,409	-38,716,409	-100%	$380.2M	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	28,655,357	-28,655,357	-100%	$281.4M	—	—	—
American Century Companies Inc	N/A	—	17,958,226	-17,958,226	-100%	$176.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	17,244,762	-17,244,762	-100%	$169.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	16,912,550	-16,912,550	-100%	$166.1M	—	—	—
State Street Corp	N/A	—	16,551,114	-16,551,114	-100%	$162.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	11,999,515	-11,999,515	-100%	$117.8M	—	—	—
Invesco Ltd.	N/A	—	8,778,114	-8,778,114	-100%	$86.2M	—	—	—
Jennison Associates LLC	N/A	—	7,589,933	-7,589,933	-100%	$74.5M	—	—	—
Two Sigma Investments, LP	N/A	—	5,623,753	-5,623,753	-100%	$55.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	5,114,028	-5,114,028	-100%	$50.2M	—	—	—
Liberty Mutual Group Asset Management Inc.	N/A	—	4,254,746	-4,254,746	-100%	$41.8M	—	—	—
Morgan Stanley	N/A	—	3,434,358	-3,434,358	-100%	$33.7M	—	—	—
Pickering Energy Partners LP	N/A	—	3,203,978	-3,203,978	-100%	$31.5M	—	—	—
Citadel Advisors LLC	N/A	—	3,186,604	-3,186,604	-100%	$31.3M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	2,883,335	-2,883,335	-100%	$28.3M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	2,714,204	-2,714,204	-100%	$26.7M	—	—	—
Northern Trust Corp	N/A	—	2,517,949	-2,517,949	-100%	$24.7M	—	—	—
Pacer Advisors, Inc.	N/A	—	2,110,966	-2,110,966	-100%	$20.7M	—	—	—
Miller Value Partners, LLC	N/A	—	2,092,679	-2,092,679	-100%	$20.6M	—	—	—
Wells Fargo & Company	N/A	—	2,039,694	-2,039,694	-100%	$20.0M	—	—	—
Nomura Holdings Inc	N/A	—	1,822,936	-1,822,936	-100%	$17.9M	—	—	—
HRT Financial LP	N/A	—	1,784,832	-1,784,832	-100%	$17.5M	—	—	—
Cetera Investment Advisers	N/A	—	1,755,007	-1,755,007	-100%	$17.2M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	1,751,409	-1,751,409	-100%	$17.2M	—	—	—
Victory Capital Management Inc	N/A	—	1,706,322	-1,706,322	-100%	$16.8M	—	—	—
Nuveen, LLC	N/A	—	1,703,694	-1,703,694	-100%	$16.7M	—	—	—
Royal Bank of Canada	N/A	—	1,661,266	-1,661,266	-100%	$16.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,650,517	-1,650,517	-100%	$16.2M	—	—	—
Voloridge Investment Management, LLC	N/A	—	1,643,220	-1,643,220	-100%	$16.1M	—	—	—
Kore Advisors LP	N/A	—	1,586,456	-1,586,456	-100%	$15.6M	—	—	—
First Trust Advisors LP	N/A	—	1,574,106	-1,574,106	-100%	$15.5M	—	—	—
Empowered Funds, LLC	N/A	—	1,458,997	-1,458,997	-100%	$14.3M	—	—	—
Jump Financial, LLC	N/A	—	1,454,878	-1,454,878	-100%	$14.3M	—	—	—
Deutsche Bank Ag\	N/A	—	1,381,172	-1,381,172	-100%	$13.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,367,617	-1,367,617	-100%	$13.4M	—	—	—
Ameriprise Financial Inc	N/A	—	1,241,820	-1,241,820	-100%	$12.2M	—	—	—
Weiss Asset Management LP	N/A	—	1,226,064	-1,226,064	-100%	$12.0M	—	—	—
Balyasny Asset Management L.P.	N/A	—	1,215,413	-1,215,413	-100%	$11.9M	—	—	—
Pingora Partners LLC	N/A	—	1,128,128	-1,128,128	-100%	$11.1M	—	—	—
Mizuho Markets Cayman LP	N/A	—	1,104,672	-1,104,672	-100%	$10.8M	—	—	—
Squarepoint Ops LLC	N/A	—	974,091	-974,091	-100%	$9.6M	—	—	—
FMR LLC	N/A	—	916,418	-916,418	-100%	$9.0M	—	—	—
UBS Group AG	N/A	—	913,097	-913,097	-100%	$9.0M	—	—	—
JPMorgan Chase & Co	N/A	—	884,377	-884,377	-100%	$9.0M	—	—	—
Public Sector Pension Investment Board	N/A	—	839,574	-839,574	-100%	$8.2M	—	—	—
Bank of America Corp	N/A	—	838,028	-838,028	-100%	$8.2M	—	—	—
AQR Capital Management LLC	N/A	—	643,089	-643,089	-100%	$6.3M	—	—	—
Rhumbline Advisers	N/A	—	628,571	-628,571	-100%	$6.2M	—	—	—
Readystate Asset Management LP	N/A	—	619,287	-619,287	-100%	$6.1M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	616,208	-616,208	-100%	$6.1M	—	—	—
SEI Investments Co	N/A	—	562,416	-562,416	-100%	$5.5M	—	—	—
Legal & General Group Plc	N/A	—	527,676	-527,676	-100%	$5.2M	—	—	—
Hite Hedge Asset Management LLC	N/A	—	523,060	-523,060	-100%	$5.1M	—	—	—
Federated Hermes, Inc.	N/A	—	517,023	-517,023	-100%	$5.1M	—	—	—
Aventail Capital Group, LP	N/A	—	510,946	-510,946	-100%	$5.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	498,398	-498,398	-100%	$4.9M	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	494,999	-494,999	-100%	$4.9M	—	—	—
Swiss National Bank	N/A	—	493,492	-493,492	-100%	$4.8M	—	—	—
Brevan Howard Capital Management LP	N/A	—	490,256	-490,256	-100%	$4.8M	—	—	—
Valueworks LLC	N/A	—	490,083	-490,083	-100%	$4.8M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	460,832	-460,832	-100%	$4.5M	—	—	—
PDT Partners, LLC	N/A	—	455,126	-455,126	-100%	$4.5M	—	—	—
Quantinno Capital Management LP	N/A	—	404,566	-404,566	-100%	$4.0M	—	—	—
Yaupon Capital Management LP	N/A	—	400,211	-400,211	-100%	$3.9M	—	—	—
BNP Paribas Financial Markets	N/A	—	389,923	-389,923	-100%	$3.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	375,548	-375,548	-100%	$3.7M	—	—	—
Mizuho Markets Americas LLC	N/A	—	344,940	-344,940	-100%	$3.4M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	342,600	-342,600	-100%	$3.4M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	340,044	-340,044	-100%	$3.3M	—	—	—
Rafferty Asset Management, LLC	N/A	—	336,903	-336,903	-100%	$3.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	332,675	-332,675	-100%	$3.3M	—	—	—
Raymond James Financial Inc	N/A	—	326,490	-326,490	-100%	$3.2M	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	319,770	-319,770	-100%	$3.1M	—	—	—
Alliancebernstein L.P.	N/A	—	319,678	-319,678	-100%	$4.3M	—	—	—
Peregrine Capital Management LLC	N/A	—	306,321	-306,321	-100%	$3.0M	—	—	—
Advisors Asset Management, Inc.	N/A	—	291,104	-291,104	-100%	$2.9M	—	—	—
NFJ Investment Group, LLC	N/A	—	285,955	-285,955	-100%	$2.8M	—	—	—
California State Teachers Retirement System	N/A	—	284,172	-284,172	-100%	$2.8M	—	—	—
Prudential Financial Inc	N/A	—	265,250	-265,250	-100%	$2.6M	—	—	—
Seven Grand Managers, LLC	N/A	—	250,000	-250,000	-100%	$2.5M	—	—	—
Lombard Odier Asset Management (USA) Corp	N/A	—	235,098	-235,098	-100%	$2.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	230,025	-230,025	-100%	$2.3M	—	—	—
Royce & Associates LP	N/A	—	229,938	-229,938	-100%	$2.3M	—	—	—
VAN DEN Berg Management I, Inc	N/A	—	228,438	-228,438	-100%	$2.2M	—	—	—
Jasper Ridge Partners, L.P.	N/A	—	212,869	-212,869	-100%	$2.1M	—	—	—
SG Americas Securities, LLC	N/A	—	208,506	-208,506	-100%	$2.0M	—	—	—
Trexquant Investment LP	N/A	—	200,003	-200,003	-100%	$2.0M	—	—	—
Man Group plc	N/A	—	190,574	-190,574	-100%	$1.9M	—	—	—
CSS LLC	N/A	—	187,877	-187,877	-100%	$1.8M	—	—	—
Janney Montgomery Scott LLC	N/A	—	185,259	-185,259	-100%	$1.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	175,836	-175,836	-100%	$1.7M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	175,571	-175,571	-100%	$1.7M	—	—	—
Millennium Management LLC	N/A	—	167,758	-167,758	-100%	$1.6M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	166,777	-166,777	-100%	$1.6M	—	—	—
Horizon Investments, LLC	N/A	—	158,242	-158,242	-100%	$6.5M	—	—	—
Voya Investment Management LLC	N/A	—	158,184	-158,184	-100%	$1.6M	—	—	—
Michelson Medical Research Foundation, Inc.	N/A	—	156,166	-156,166	-100%	$1.5M	—	—	—
MetLife Investment Management, LLC	N/A	—	152,130	-152,130	-100%	$1.5M	—	—	—
NewEdge Advisors, LLC	N/A	—	145,918	-145,918	-100%	$1.4M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	141,794	-141,794	-100%	$1.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	137,679	-137,679	-100%	$1.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	135,304	-135,304	-100%	$1.3M	—	—	—
CIBC World Market Inc.	N/A	—	132,990	-132,990	-100%	$1.3M	—	—	—
Engineers Gate Manager LP	N/A	—	120,464	-120,464	-100%	$1.2M	—	—	—
Jupiter Topco LLC	N/A	—	113,838	-113,838	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	112,883	-112,883	-100%	$1.1M	—	—	—
Intech Investment Management LLC	N/A	—	112,813	-112,813	-100%	$1.1M	—	—	—
Lazard Asset Management LLC	N/A	—	109,501	-109,501	-100%	$1.1M	—	—	—
Callahan Advisors, LLC	N/A	—	100,348	-100,348	-100%	$985.4K	—	—	—
CM Management, LLC	N/A	—	100,000	-100,000	-100%	$982.0K	—	—	—
Virtus Advisers, LLC	N/A	—	99,973	-99,973	-100%	$981.7K	—	—	—
Neuberger Berman Group LLC	N/A	—	98,836	-98,836	-100%	$970.6K	—	—	—
Magnetar Financial LLC	N/A	—	97,515	-97,515	-100%	$957.6K	—	—	—
Algert Global LLC	N/A	—	94,614	-94,614	-100%	$929.1K	—	—	—
Voleon Capital Management LP	N/A	—	92,219	-92,219	-100%	$905.6K	—	—	—
Nokomis Capital, L.L.C.	N/A	—	91,925	-91,925	-100%	$902.7K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	88,373	-88,373	-100%	$867.8K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	87,381	-87,381	-100%	$858.1K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	84,438	-84,438	-100%	$829.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	83,279	-83,279	-100%	$817.8K	—	—	—
New York State Common Retirement Fund	N/A	—	81,385	-81,385	-100%	$799.2K	—	—	—
DRW Securities, LLC	N/A	—	77,089	-77,089	-100%	$757.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	76,703	-76,703	-100%	$753.2K	—	—	—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	N/A	—	72,080	-72,080	-100%	$707.8K	—	—	—
Freestone Grove Partners LP	N/A	—	64,622	-64,622	-100%	$634.6K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	64,586	-64,586	-100%	$634.2K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	61,612	-61,612	-100%	$605.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	61,124	-61,124	-100%	$600.2K	—	—	—
Hancock Whitney Corp	N/A	—	61,042	-61,042	-100%	$599.4K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	59,852	-59,852	-100%	$588.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	54,252	-54,252	-100%	$532.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	50,171	-50,171	-100%	$492.7K	—	—	—
ACT Capital Management, LLC	N/A	—	45,000	-45,000	-100%	$441.9K	—	—	—
Pinnacle Holdings, LLC	N/A	—	44,704	-44,704	-100%	$439.0K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	44,411	-44,411	-100%	$436.1K	—	—	—
EntryPoint Capital, LLC	N/A	—	43,681	-43,681	-100%	$428.9K	—	—	—
Caprock Group, LLC	N/A	—	43,342	-43,342	-100%	$425.6K	—	—	—
Western Wealth Management, LLC	N/A	—	43,057	-43,057	-100%	$422.8K	—	—	—
CoreCommodity Management, LLC	N/A	—	42,231	-42,231	-100%	$414.7K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	42,176	-42,176	-100%	$414.0K	—	—	—
Guggenheim Capital LLC	N/A	—	40,721	-40,721	-100%	$399.9K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	37,511	-37,511	-100%	$368.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	37,156	-37,156	-100%	$364.9K	—	—	—
Omers Administration Corp	N/A	—	36,800	-36,800	-100%	$361.4K	—	—	—
Interval Partners, LP	N/A	—	36,106	-36,106	-100%	$354.6K	—	—	—
Cerity Partners LLC	N/A	—	35,485	-35,485	-100%	$348.5K	—	—	—
Quantbot Technologies LP	N/A	—	34,726	-34,726	-100%	$341.0K	—	—	—
Mirabella Financial Services LLP	N/A	—	33,743	-33,743	-100%	$331.4K	—	—	—
Bank of Montreal	N/A	—	33,104	-33,104	-100%	$325.1K	—	—	—
State of Wisconsin Investment Board	N/A	—	33,008	-33,008	-100%	$324.1K	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	31,295	-31,295	-100%	$307.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	29,699	-29,699	-100%	$291.6K	—	—	—
Magnolia Capital Advisors LLC	N/A	—	29,689	-29,689	-100%	$291.6K	—	—	—
Riverstone Holdings LLC	N/A	—	27,702	-27,702	-100%	$272.0K	—	—	—
MidFirst Bank	N/A	—	27,639	-27,639	-100%	$271.4K	—	—	—
Legacy Wealth Managment, LLC	N/A	—	26,453	-26,453	-100%	$259.8K	—	—	—
Fieldview Capital Management, LLC	N/A	—	26,278	-26,278	-100%	$258.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	26,261	-26,261	-100%	$257.9K	—	—	—
Mangrove Partners IM, LLC	N/A	—	25,160	-25,160	-100%	$247.1K	—	—	—
Franklin Resources Inc	N/A	—	24,548	-24,548	-100%	$241.1K	—	—	—
Focus Partners Wealth	N/A	—	23,935	-23,935	-100%	$235.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	23,602	-23,602	-100%	$231.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	23,234	-23,234	-100%	$228.2K	—	—	—
iSAM Funds (UK) Ltd	N/A	—	21,100	-21,100	-100%	$207.2K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	20,916	-20,916	-100%	$205.4K	—	—	—
Natixis Advisors, LLC	N/A	—	20,489	-20,489	-100%	$201.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	20,003	-20,003	-100%	$196.4K	—	—	—
Bridgefront Capital, LLC	N/A	—	19,293	-19,293	-100%	$189.5K	—	—	—
WPWealth LLP	N/A	—	17,425	-17,425	-100%	$171.1K	—	—	—
Scotia Capital Inc.	N/A	—	16,006	-16,006	-100%	$157.2K	—	—	—
Centiva Capital, LP	N/A	—	15,641	-15,641	-100%	$153.6K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	14,614	-14,614	-100%	$143.5K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	14,425	-14,425	-100%	$141.7K	—	—	—
DnB Asset Management AS	N/A	—	13,432	-13,432	-100%	$131.9K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	13,222	-13,222	-100%	$129.8K	—	—	—
Meeder Asset Management Inc	N/A	—	12,875	-12,875	-100%	$126.4K	—	—	—
Ares Systematic Credit Ltd	N/A	—	12,679	-12,679	-100%	$124.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	12,448	-12,448	-100%	$126.0K	—	—	—
Peak6 LLC	N/A	—	11,915	-11,915	-100%	$117.0K	—	—	—
Stifel Financial Corp	N/A	—	11,756	-11,756	-100%	$115.5K	—	—	—
Sprott Inc.	N/A	—	11,250	-11,250	-100%	$110.5K	—	—	—
Blueshift Asset Management, LLC	N/A	—	11,056	-11,056	-100%	$108.6K	—	—	—
Captrust Financial Advisors	N/A	—	10,784	-10,784	-100%	$105.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,593	-10,593	-100%	$104.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	10,312	-10,312	-100%	$101.3K	—	—	—
Cura Wealth Advisors, LLC	N/A	—	10,142	-10,142	-100%	$99.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	9,580	-9,580	-100%	$94.0K	—	—	—
Arax Advisory Partners	N/A	—	9,122	-9,122	-100%	$89.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,839	-7,839	-100%	$77.0K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	7,363	-7,363	-100%	$72.3K	—	—	—
Centennial Bank	N/A	—	3,812	-3,812	-100%	$37.4K	—	—	—
Optiver Holding B.V.	N/A	—	2,471	-2,471	-100%	$24.3K	—	—	—
DV Trading LLC	N/A	—	2,236	-2,236	-100%	$22.0K	—	—	—
Harbour Investments, Inc.	N/A	—	1,734	-1,734	-100%	$17.0K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	1,692	-1,692	-100%	$16.6K	—	—	—
Bessemer Group Inc	N/A	—	1,179	-1,179	-100%	$12	—	—	—
LOS Angeles Capital Management LLC	N/A	—	1,062	-1,062	-100%	$10.4K	—	—	—
Kilter Group LLC	N/A	—	1,042	-1,042	-100%	$10.2K	—	—	—
Nomura Asset Management Co LTD	N/A	—	900	-900	-100%	$8.8K	—	—	—
Huntington National Bank	N/A	—	732	-732	-100%	$7.2K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	684	-684	-100%	$6.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	622	-622	-100%	$6.2K	—	—	—
Cornerstone Financial Management LLC	N/A	—	602	-602	-100%	$5.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	602	-602	-100%	$5.9K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	530	-530	-100%	$5.2K	—	—	—
Rothschild Investment LLC	N/A	—	492	-492	-100%	$4.8K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	476	-476	-100%	$4.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	318	-318	-100%	$3.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	280	-280	-100%	$2.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	218	-218	-100%	$2.1K	—	—	—
Bogart Wealth, LLC	N/A	—	198	-198	-100%	$1.9K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	187	-187	-100%	$1.8K	—	—	—
Corsicana & Co.	N/A	—	180	-180	-100%	$1.8K	—	—	—
Quarry LP	N/A	—	108	-108	-100%	$1.1K	—	—	—
CVA Family Office, LLC	N/A	—	98	-98	-100%	$962	—	—	—
Rialto Wealth Management, LLC	N/A	—	92	-92	-100%	$904	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	50	-50	-100%	$491	—	—	—
Swan Capital LLC	N/A	—	50	-50	-100%	$496	—	—	—
Ankerstar Wealth, LLC	N/A	—	20	-20	-100%	$196	—	—	—
HFM Investment Advisors, LLC	N/A	—	20	-20	-100%	$197	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	17	-17	-100%	$166	—	—	—
LRI Investments, LLC	N/A	—	10	-10	-100%	$98	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	10	-10	-100%	$100	—	—	—
Coppell Advisory Solutions LLC	N/A	—	9	-9	-100%	$1.0M	—	—	—
Dunhill Financial, LLC	N/A	—	3	-3	-100%	$35	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$10	—	—	—

Showing 387 of 387 institutions