IPG Photonics Corp (IPGP)

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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Sumitomo Mitsui Trust Group, Inc.

INCREASED

Shares2,055,687 from 1,362,115

Change+693,572 (+51%)

Value$160.9M (+$1.1M)

Filed 2026-10-29

Dimensional Fund Advisors LP

INCREASED

Shares1,807,174 from 1,600,237

Change+206,937 (+13%)

Value$141.5M (-$46.2M)

Filed 2026-11-04

Thrivent Financial for Lutherans

INCREASED

Shares679,615 from 5,655

Change+673,960 (+11918%)

Value$53.2M (+$52.5M)

Filed 2026-11-05

M&G Plc

DECREASED

Shares577,449 from 596,441

Change-18,992 (-3%)

Value$45.0M (-$24.7M)

Filed 2026-11-04

Exchange Traded Concepts, LLC

INCREASED

Shares410,665 from 304,496

Change+106,169 (+35%)

Value$32.1M (-$3.6M)

Filed 2026-10-28

Pacific Heights Asset Management LLC

UNCHANGED

Shares225,000 from 225,000

Change0 (0%)

Value$17.6M (-$8.8M)

Filed 2026-11-03

Assenagon Asset Management S.A.

INCREASED

Shares182,823 from 21,276

Change+161,547 (+759%)

Value$14.3M (+$11.8M)

Filed 2026-10-15

Bank of New York Mellon Corp

INCREASED

Shares150,425 from 149,268

Change+1,157 (+1%)

Value$11.8M (-$5.7M)

Filed 2026-11-05

Schaper Benz & Wise Investment Counsel Inc

INCREASED

Shares98,658 from 95,904

Change+2,754 (+3%)

Value$7.7M (-$3.5M)

Filed 2026-10-09

Tuttle Capital Management, LLC

DECREASED

Shares88,660 from 91,425

Change-2,765 (-3%)

Value$6.9M (-$3.8M)

Filed 2026-10-21

Citigroup Inc

INCREASED

Shares69,190 from 27,291

Change+41,899 (+154%)

Value$5.4M (+$2.2M)

Filed 2026-11-04

Principal Financial Group Inc

INCREASED

Shares60,580 from 57,840

Change+2,740 (+5%)

Value$4.7M (-$2.0M)

Filed 2026-11-02

Pinnacle Associates LTD

INCREASED

Shares60,317 from 55,526

Change+4,791 (+9%)

Value$4.7M (-$1.8M)

Filed 2026-10-20

Raiffeisen Bank International AG

INCREASED

Shares41,167 from 35,000

Change+6,167 (+18%)

Value$3.2M (-$648.7K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares30,356 from 18,207

Change+12,149 (+67%)

Value$2.4M (+$398.4K)

Filed 2026-10-13

Greatmark Investment Partners, Inc.

DECREASED

Shares29,674 from 29,824

Change-150 (0%)

Value$2.3M (-$1.2M)

Filed 2026-10-28

New York State Teachers Retirement System

UNCHANGED

Shares28,442 from 28,442

Change0 (0%)

Value$2.2M (-$1.1M)

Filed 2026-10-22

Retirement Systems of Alabama

INCREASED

Shares27,201 from 26,338

Change+863 (+3%)

Value$2.1M (-$960.7K)

Filed 2026-11-04

Wedge Capital Management L L P

INCREASED

Shares26,783 from 15,586

Change+11,197 (+72%)

Value$2.1M (+$268.0K)

Filed 2026-10-13

Ballast Asset Management, LP

DECREASED

Shares25,143 from 25,875

Change-732 (-3%)

Value$2.0M (-$1.1M)

Filed 2026-11-04

Moody National Bank Trust Division

UNCHANGED

Shares22,494 from 22,494

Change0 (0%)

Value$1.8M (-$878.2K)

Filed 2026-10-06

Creative Planning

INCREASED

Shares21,286 from 18,470

Change+2,816 (+15%)

Value$1.7M (-$500.6K)

Filed 2026-11-02

Fifth Third Bancorp

INCREASED

Shares19,690 from 15,117

Change+4,573 (+30%)

Value$1.5M (-$232.1K)

Filed 2026-11-05

State of New Jersey Common Pension Fund D

INCREASED

Shares15,758 from 10,184

Change+5,574 (+55%)

Value$1.2M (+$38.7K)

Filed 2026-11-05

Motley Fool Asset Management LLC

DECREASED

Shares13,845 from 14,118

Change-273 (-2%)

Value$1.1M (-$572.5K)

Filed 2026-10-27

Y-Intercept (Hong Kong) Ltd

NEW

Shares12,920

Change+12,920

Value$1.0M

Filed 2026-10-16

Waterfront Wealth Inc.

DECREASED

Shares12,229 from 19,717

Change-7,488 (-38%)

Value$887.6K (-$1.2M)

Filed 2026-11-03

Amalgamated Bank

INCREASED

Shares11,745 from 11,282

Change+463 (+4%)

Value$919.0K (-$405.0K)

Filed 2026-10-23

US Bancorp \de\

INCREASED

Shares10,431 from 7,973

Change+2,458 (+31%)

Value$816.5K (-$118.9K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares9,864 from 10,129

Change-265 (-3%)

Value$772.1K (-$416.2K)

Filed 2026-11-02

Mutual of America Capital Management LLC

INCREASED

Shares9,602 from 9,455

Change+147 (+2%)

Value$751.6K (-$357.6K)

Filed 2026-10-23

Inspire Investing, LLC

INCREASED

Shares9,405 from 6,791

Change+2,614 (+38%)

Value$736.3K (-$60.5K)

Filed 2026-10-22

State of Wyoming

DECREASED

Shares8,160 from 8,823

Change-663 (-8%)

Value$638.8K (-$396.3K)

Filed 2026-10-28

Louisiana State Employees Retirement System

INCREASED

Shares7,800 from 7,500

Change+300 (+4%)

Value$610.6K (-$269.3K)

Filed 2026-10-20

Arizona State Retirement System

INCREASED

Shares7,472 from 7,320

Change+152 (+2%)

Value$584.9K (-$273.9K)

Filed 2026-11-03

Yousif Capital Management, LLC

DECREASED

Shares6,715 from 7,011

Change-296 (-4%)

Value$525.7K (-$296.9K)

Filed 2026-10-22

New Mexico Educational Retirement Board

UNCHANGED

Shares6,600 from 6,600

Change0 (0%)

Value$517.0K (-$257.0K)

Filed 2026-11-05

Atria Investments, Inc

DECREASED

Shares6,510 from 6,747

Change-237 (-4%)

Value$509.6K (-$282.0K)

Filed 2026-10-15

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares6,359 from 6,007

Change+352 (+6%)

Value$497.8K (-$207.0K)

Filed 2026-11-05

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares6,295 from 6,097

Change+198 (+3%)

Value$492.8K (-$222.5K)

Filed 2026-11-03

State of Michigan Retirement System

INCREASED

Shares6,200 from 6,000

Change+200 (+3%)

Value$485.3K (-$218.6K)

Filed 2026-10-27

Calamos Wealth Management LLC

INCREASED

Shares5,795 from 5,407

Change+388 (+7%)

Value$453.6K (-$180.7K)

Filed 2026-11-02

Oregon Public Employees Retirement Fund

INCREASED

Shares5,483 from 5,283

Change+200 (+4%)

Value$429.2K (-$190.6K)

Filed 2026-10-30

Verdence Capital Advisors LLC

DECREASED

Shares4,804 from 4,865

Change-61 (-1%)

Value$376.1K (-$194.7K)

Filed 2026-10-26

Fulcrum Asset Management LLP

NEW

Shares4,538

Change+4,538

Value$356.3K

Filed 2026-11-04

State of Alaska, Department of Revenue

DECREASED

Shares4,471 from 6,458

Change-1,987 (-31%)

Value$349 (-$755.7K)

Filed 2026-10-15

Oppenheimer & Co Inc

DECREASED

Shares4,400 from 4,550

Change-150 (-3%)

Value$344.4K (-$189.4K)

Filed 2026-10-26

Chicago Partners Investment Group LLC

NEW

Shares4,171

Change+4,171

Value$296.4K

Filed 2026-10-27

Pension & Wealth Management Advisors, Inc.

NEW

Shares3,913

Change+3,913

Value$306.3K

Filed 2026-10-16

Pictet Asset Management Holding SA

UNCHANGED

Shares3,783 from 3,783

Change0 (0%)

Value$296.1K (-$147.7K)

Filed 2026-11-03

Brighton Jones LLC

INCREASED

Shares3,624 from 2,543

Change+1,081 (+43%)

Value$283.7K (-$14.7K)

Filed 2026-11-03

M.E. Allison & Co., Inc.

UNCHANGED

Shares3,410 from 3,410

Change0 (0%)

Value$266.9K (-$133.1K)

Filed 2026-10-09

Angeles Wealth Management, LLC

INCREASED

Shares3,371 from 3,157

Change+214 (+7%)

Value$263.9K (-$106.5K)

Filed 2026-10-26

Huntleigh Advisors, Inc.

INCREASED

Shares3,347 from 3,307

Change+40 (+1%)

Value$262.0K (-$126.0K)

Filed 2026-11-03

HB Wealth Management, LLC

NEW

Shares3,338

Change+3,338

Value$245.1K

Filed 2026-10-23

Krilogy Financial LLC

INCREASED

Shares3,181 from 2,502

Change+679 (+27%)

Value$241.9K (-$51.6K)

Filed 2026-10-13

Xponance LLC

DECREASED

Shares3,116 from 3,156

Change-40 (-1%)

Value$243.9K (-$126.3K)

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares2,939 from 2,201

Change+738 (+34%)

Value$230.1K (-$28.2K)

Filed 2026-10-30

Assetmark, Inc

INCREASED

Shares2,872 from 2,535

Change+337 (+13%)

Value$224.8K (-$72.6K)

Filed 2026-10-21

Gamma Investing LLC

DECREASED

Shares1,740 from 1,763

Change-23 (-1%)

Value$136.2K (-$70.6K)

Filed 2026-10-08

Blue Trust, Inc.

INCREASED

Shares1,375 from 1,233

Change+142 (+12%)

Value$107.6K (-$37.0K)

Filed 2026-10-15

Byrne Asset Management LLC

INCREASED

Shares1,348 from 1,185

Change+163 (+14%)

Value$112.8K (-$26.3K)

Filed 2026-10-06

Larson Financial Group LLC

INCREASED

Shares1,168 from 250

Change+918 (+367%)

Value$91.4K (+$62.1K)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares1,114 from 1,100

Change+14 (+1%)

Value$87.2K (-$41.8K)

Filed 2026-11-03

KBC Group NV

UNCHANGED

Shares1,105 from 1,105

Change0 (0%)

Value$86.0K (-$44.0K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares933 from 704

Change+229 (+33%)

Value$73.0K (-$9.6K)

Filed 2026-11-04

Essential Partners LLC

INCREASED

Shares926 from 913

Change+13 (+1%)

Value$72.5K (-$34.6K)

Filed 2026-10-14

Signaturefd, LLC

DECREASED

Shares828 from 861

Change-33 (-4%)

Value$64.8K (-$36.2K)

Filed 2026-10-23

Simplex Trading, LLC

DECREASED

Shares798 from 2,135

Change-1,337 (-63%)

Value$62.5K (-$188.0K)

Filed 2026-11-04

Sterling Capital Management LLC

DECREASED

Shares733 from 772

Change-39 (-5%)

Value$57.4K (-$33.2K)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares704 from 230

Change+474 (+206%)

Value$55.1K (+$28.1K)

Filed 2026-10-16

DekaBank Deutsche Girozentrale

NEW

Shares640

Change+640

Value$50.0K

Filed 2026-10-27

True Wealth Design, LLC

INCREASED

Shares600 from 450

Change+150 (+33%)

Value$47.0K (-$5.8K)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares524 from 285

Change+239 (+84%)

Value$41.0K (+$7.7K)

Filed 2026-10-08

Bayforest Capital Ltd

DECREASED

Shares505 from 2,781

Change-2,276 (-82%)

Value$39.5K (-$286.7K)

Filed 2026-11-03

Versant Capital Management, Inc

INCREASED

Shares495 from 348

Change+147 (+42%)

Value$38.7K (-$2.1K)

Filed 2026-10-02

Strs Ohio

DECREASED

Shares353 from 541

Change-188 (-35%)

Value$27.6K (-$35.8K)

Filed 2026-10-30

SJS Investment Consulting Inc.

INCREASED

Shares344 from 13

Change+331 (+2546%)

Value$26.9K (+$25.4K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares275

Change+275

Value$21.5K

Filed 2026-10-21

Provenance Wealth Advisors, LLC

NEW

Shares259

Change+259

Value$20.3K

Filed 2026-10-30

Latitude Advisors, LLC

NEW

Shares200

Change+200

Value$15.7K

Filed 2026-10-27

Jacobi Capital Management LLC

NEW

Shares190

Change+190

Value$14.9K

Filed 2026-11-05

Fortitude Family Office, LLC

DECREASED

Shares183 from 236

Change-53 (-22%)

Value$14.3K (-$13.4K)

Filed 2026-10-14

Elevation Wealth Partners, LLC

NEW

Shares156

Change+156

Value$12.2K

Filed 2026-10-07

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares139 from 149

Change-10 (-7%)

Value$10.9K (-$6.6K)

Filed 2026-10-05

First Bancorp, Inc

UNCHANGED

Shares131 from 131

Change0 (0%)

Value$10.3K (-$5.1K)

Filed 2026-10-26

Hager Investment Management Services, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$7.8K (-$3.9K)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

NEW

Shares92

Change+92

Value$7.2K

Filed 2026-10-29

Abound Wealth Management

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$7.0K (-$3.5K)

Filed 2026-10-26

GoalVest Advisory LLC

NEW

Shares62

Change+62

Value$4.9K

Filed 2026-10-02

Covestor Ltd

DECREASED

Shares62 from 255

Change-193 (-76%)

Value$5 (-$30.0K)

Filed 2026-10-30

Elyxium Wealth, LLC

NEW

Shares54

Change+54

Value$4.2K

Filed 2026-10-27

First Pacific Financial

DECREASED

Shares51 from 71

Change-20 (-28%)

Value$4.0K (-$4.3K)

Filed 2026-10-14

Ascentis Independent Advisors

NEW

Shares49

Change+49

Value$3.8K

Filed 2026-11-03

Capital Advisors, Ltd. LLC

INCREASED

Shares47 from 3

Change+44 (+1467%)

Value$4 (+$4)

Filed 2026-10-27

SBI Securities Co., Ltd.

DECREASED

Shares41 from 42

Change-1 (-2%)

Value$3.2K (-$1.7K)

Filed 2026-10-22

Private Trust Co NA

INCREASED

Shares40 from 17

Change+23 (+135%)

Value$3.1K (+$1.1K)

Filed 2026-10-20

JFS Wealth Advisors, LLC

INCREASED

Shares39 from 36

Change+3 (+8%)

Value$3.1K (-$1.2K)

Filed 2026-11-03

Silver Grove Financial Group, Inc.

INCREASED

Shares36 from 28

Change+8 (+29%)

Value$2.8K (-$467)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$2.8K (-$1.4K)

Filed 2026-10-20

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$2.7K (-$1.3K)

Filed 2026-10-27

UMB Private Wealth Management, LLC

NEW

Shares30

Change+30

Value$2.3K

Filed 2026-10-19

Hughes Financial Services, LLC

INCREASED

Shares27 from 10

Change+17 (+170%)

Value$2.0K (+$871)

Filed 2026-10-30

Creative Capital Management Investments LLC

INCREASED

Shares26 from 15

Change+11 (+73%)

Value$2.0K (+$275)

Filed 2026-10-28

Winthrop Capital Management, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$2.0K (+$2.0K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.9K (-$937)

Filed 2026-10-20

Farmers & Merchants Investments Inc

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.6K (-$820)

Filed 2026-10-22

Parkside Financial Bank & Trust

DECREASED

Shares14 from 49

Change-35 (-71%)

Value$1.1K (-$4.7K)

Filed 2026-10-27

Eukles Asset Management

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$861 (-$430)

Filed 2026-11-04

Bay Harbor Wealth Management, LLC

DECREASED

Shares9 from 10

Change-1 (-10%)

Value$705 (-$468)

Filed 2026-11-03

Manchester Capital Management LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$705 (-$351)

Filed 2026-10-22

Bell Investment Advisors, Inc

NEW

Shares7

Change+7

Value$548

Filed 2026-10-29

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$548 (-$274)

Filed 2026-10-16

Bare Financial Services, Inc

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$548 (-$273)

Filed 2026-11-04

Valley National Advisers Inc

NEW

Shares4

Change+4

Value$314

Filed 2026-10-23

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares4 from 8

Change-4 (-50%)

Value$313 (-$626)

Filed 2026-10-27

Proathlete Wealth Management LLC

NEW

Shares3

Change+3

Value$234

Filed 2026-10-15

MV Capital Management, Inc.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$235 (-$117)

Filed 2026-10-29

Ascentis Wealth Management, LLC

NEW

Shares2

Change+2

Value$156

Filed 2026-11-03

DecisionPoint Financial, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$168 (+$53)

Filed 2026-10-27

TD Private Client Wealth LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$157 (-$78)

Filed 2026-10-28

RHL Group, LLC

NEW

Shares1

Change+1

Value$78

Filed 2026-11-04

Maryland Capital Advisors Inc.

NEW

Shares1

Change+1

Value$79

Filed 2026-10-15

Rakuten Securities, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$78 (-$39)

Filed 2026-11-02

TD Waterhouse Canada Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$84 (-$30)

Filed 2026-10-16

Hussman Strategic Advisors, Inc.

CLOSED

Shares0 from 21,000

Change-21,000 (-100%)

Value$0 (-$2.5M)

Filed 2026-11-02

D.A. Davidson & Co.

CLOSED

Shares0 from 11,144

Change-11,144 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-28

Integrated Advisors Network LLC

CLOSED

Shares0 from 10,230

Change-10,230 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-20

Lanark Financial, Inc.

CLOSED

Shares0 from 8,763

Change-8,763 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-26

Oakmont Investment Advisors, Inc.

CLOSED

Shares0 from 8,450

Change-8,450 (-100%)

Value$0 (-$991.4K)

Filed 2026-10-21

Imc-Chicago, LLC

CLOSED

Shares0 from 7,341

Change-7,341 (-100%)

Value$0 (-$861.2K)

Filed 2026-11-05

Kestra Investment Management, LLC

CLOSED

Shares0 from 6,267

Change-6,267 (-100%)

Value$0 (-$735.2K)

Filed 2026-11-04

Williams Jones Wealth Management, Llc.

CLOSED

Shares0 from 5,800

Change-5,800 (-100%)

Value$0 (-$680.5K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 4,448

Change-4,448 (-100%)

Value$0 (-$522.0K)

Filed 2026-11-02

Ethic Inc.

CLOSED

Shares0 from 3,432

Change-3,432 (-100%)

Value$0 (-$402.6K)

Filed 2026-11-03

Princeton Capital Management LLC

CLOSED

Shares0 from 2,824

Change-2,824 (-100%)

Value$0 (-$331.3K)

Filed 2026-10-27

Asset Management One Co., Ltd.

CLOSED

Shares0 from 2,734

Change-2,734 (-100%)

Value$0 (-$320.8K)

Filed 2026-10-27

Claro Advisors Inc.

CLOSED

Shares0 from 2,242

Change-2,242 (-100%)

Value$0 (-$263.0K)

Filed 2026-11-02

ZWJ Investment Counsel Inc

CLOSED

Shares0 from 2,002

Change-2,002 (-100%)

Value$0 (-$234.9K)

Filed 2026-10-15

Bailard, Inc.

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$234.6K)

Filed 2026-10-13

Legacy Wealth Asset Management, LLC

CLOSED

Shares0 from 1,831

Change-1,831 (-100%)

Value$0 (-$214.8K)

Filed 2026-10-09

Martin Capital Advisors, LLP

CLOSED

Shares0 from 1,741

Change-1,741 (-100%)

Value$0 (-$204.3K)

Filed 2026-10-15

Inscription Capital, LLC

CLOSED

Shares0 from 1,707

Change-1,707 (-100%)

Value$0 (-$200.3K)

Filed 2026-11-02

Premier Fund Managers Ltd

CLOSED

Shares0 from 697

Change-697 (-100%)

Value$0 (-$77)

Filed 2026-11-02

Union Bancaire Privee, UBP SA

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$44.8K)

Filed 2026-11-04

Summit Securities Group LLC

CLOSED

Shares0 from 376

Change-376 (-100%)

Value$0 (-$44.1K)

Filed 2026-11-05

MCF Advisors LLC

CLOSED

Shares0 from 328

Change-328 (-100%)

Value$0 (-$38.5K)

Filed 2026-10-28

GHP Investment Advisors, Inc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$23.5K)

Filed 2026-10-15

AdvisorNet Financial, Inc

CLOSED

Shares0 from 106

Change-106 (-100%)

Value$0 (-$12.4K)

Filed 2026-10-15

CoreCap Advisors, LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$3.4K)

Filed 2026-10-08

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-07

Torren Management, LLC

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-29

Avion Wealth

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$1)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

Rossby Financial, LCC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$352)

Filed 2026-11-05

Activest Wealth Management

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-15

First Eagle Investment Management, LLC

N/A

Shares— from 3,338,881

Change-3,338,881 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,850,574

Change-2,850,574 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,646,072

Change-1,646,072 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 1,427,735

Change-1,427,735 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,315,485

Change-1,315,485 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,151,301

Change-1,151,301 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 976,974

Change-976,974 (-100%)

Value—

State Street Corp

N/A

Shares— from 909,287

Change-909,287 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 901,541

Change-901,541 (-100%)

Value—

Disciplined Growth Investors Inc

N/A

Shares— from 530,833

Change-530,833 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 511,870

Change-511,870 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 498,810

Change-498,810 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 448,582

Change-448,582 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 431,648

Change-431,648 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 400,130

Change-400,130 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 377,794

Change-377,794 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 337,749

Change-337,749 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 326,701

Change-326,701 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 300,341

Change-300,341 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 299,293

Change-299,293 (-100%)

Value—

Next Century Growth Investors LLC

N/A

Shares— from 270,752

Change-270,752 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 269,158

Change-269,158 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 221,931

Change-221,931 (-100%)

Value—

Norges Bank

N/A

Shares— from 215,021

Change-215,021 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 212,740

Change-212,740 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 210,791

Change-210,791 (-100%)

Value—

American Capital Management Inc

N/A

Shares— from 197,882

Change-197,882 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 197,217

Change-197,217 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 179,328

Change-179,328 (-100%)

Value—

S Squared Technology, LLC

N/A

Shares— from 168,916

Change-168,916 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 166,845

Change-166,845 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 160,985

Change-160,985 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 160,853

Change-160,853 (-100%)

Value—

Baillie Gifford & Co

N/A

Shares— from 160,499

Change-160,499 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 160,027

Change-160,027 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 153,046

Change-153,046 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 122,200

Change-122,200 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 103,339

Change-103,339 (-100%)

Value—

Brandes Investment Partners, LP

N/A

Shares— from 103,219

Change-103,219 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 102,540

Change-102,540 (-100%)

Value—

UBS Group AG

N/A

Shares— from 101,673

Change-101,673 (-100%)

Value—

Hodges Capital Management Inc.

N/A

Shares— from 99,508

Change-99,508 (-100%)

Value—

Congruence Capital, LLC

N/A

Shares— from 94,830

Change-94,830 (-100%)

Value—

Aristotle Capital Boston, LLC

N/A

Shares— from 86,002

Change-86,002 (-100%)

Value—

LHM, Inc.

N/A

Shares— from 85,699

Change-85,699 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 81,799

Change-81,799 (-100%)

Value—

Old West Investment Management, LLC

N/A

Shares— from 81,189

Change-81,189 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 80,219

Change-80,219 (-100%)

Value—

Westport Asset Management Inc

N/A

Shares— from 77,500

Change-77,500 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 77,273

Change-77,273 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 69,091

Change-69,091 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 66,311

Change-66,311 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 64,298

Change-64,298 (-100%)

Value—

Storebrand Asset Management AS

N/A

Shares— from 62,690

Change-62,690 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 58,044

Change-58,044 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 56,262

Change-56,262 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 53,200

Change-53,200 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 52,649

Change-52,649 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 42,208

Change-42,208 (-100%)

Value—

Pier Capital, LLC

N/A

Shares— from 41,609

Change-41,609 (-100%)

Value—

Kerrisdale Advisers, LLC

N/A

Shares— from 41,450

Change-41,450 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 40,691

Change-40,691 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 40,452

Change-40,452 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 36,608

Change-36,608 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 35,345

Change-35,345 (-100%)

Value—

Trillium Asset Management, LLC

N/A

Shares— from 33,562

Change-33,562 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 32,943

Change-32,943 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 31,804

Change-31,804 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 30,746

Change-30,746 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 30,221

Change-30,221 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 29,993

Change-29,993 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 29,550

Change-29,550 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 27,583

Change-27,583 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 26,393

Change-26,393 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 24,783

Change-24,783 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 24,080

Change-24,080 (-100%)

Value—

Main Management ETF Advisors, LLC

N/A

Shares— from 23,606

Change-23,606 (-100%)

Value—

Logan Capital Management Inc

N/A

Shares— from 21,457

Change-21,457 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 20,851

Change-20,851 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 19,931

Change-19,931 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 19,636

Change-19,636 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 18,174

Change-18,174 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 18,066

Change-18,066 (-100%)

Value—

Man Group plc

N/A

Shares— from 15,566

Change-15,566 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 15,316

Change-15,316 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 14,687

Change-14,687 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 14,214

Change-14,214 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 13,518

Change-13,518 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 13,327

Change-13,327 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 13,026

Change-13,026 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 12,663

Change-12,663 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,595

Change-12,595 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 12,263

Change-12,263 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 12,245

Change-12,245 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 12,206

Change-12,206 (-100%)

Value—

Barclays PLC

N/A

Shares— from 12,076

Change-12,076 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,858

Change-11,858 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 11,585

Change-11,585 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 11,437

Change-11,437 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 10,931

Change-10,931 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 10,694

Change-10,694 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,514

Change-10,514 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 10,502

Change-10,502 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 10,390

Change-10,390 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 10,232

Change-10,232 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 9,516

Change-9,516 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 9,300

Change-9,300 (-100%)

Value—

Eaton Financial Holdings Company, LLC

N/A

Shares— from 9,279

Change-9,279 (-100%)

Value—

Concentric Capital Strategies, LP

N/A

Shares— from 9,204

Change-9,204 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,825

Change-8,825 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 8,780

Change-8,780 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 8,172

Change-8,172 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 8,086

Change-8,086 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,786

Change-7,786 (-100%)

Value—

First Dallas Securities Inc.

N/A

Shares— from 6,925

Change-6,925 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 6,750

Change-6,750 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 6,581

Change-6,581 (-100%)

Value—

Neo Ivy Capital Management

N/A

Shares— from 6,421

Change-6,421 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 6,381

Change-6,381 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 5,918

Change-5,918 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 5,890

Change-5,890 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,861

Change-5,861 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5,788

Change-5,788 (-100%)

Value—

L2 Asset Management, LLC

N/A

Shares— from 5,762

Change-5,762 (-100%)

Value—

Natixis

N/A

Shares— from 5,746

Change-5,746 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 5,728

Change-5,728 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 5,489

Change-5,489 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 5,487

Change-5,487 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 5,414

Change-5,414 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,398

Change-5,398 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 5,391

Change-5,391 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 4,963

Change-4,963 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,912

Change-4,912 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 4,808

Change-4,808 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 4,806

Change-4,806 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,687

Change-4,687 (-100%)

Value—

Kera Capital Partners, Inc.

N/A

Shares— from 4,272

Change-4,272 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Fortress Private Ledger, LLC

N/A

Shares— from 3,986

Change-3,986 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 3,983

Change-3,983 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,896

Change-3,896 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 3,748

Change-3,748 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 3,618

Change-3,618 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 3,560

Change-3,560 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,528

Change-3,528 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 3,272

Change-3,272 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 3,095

Change-3,095 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 3,006

Change-3,006 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 2,999

Change-2,999 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 2,930

Change-2,930 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 2,844

Change-2,844 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 2,665

Change-2,665 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 2,485

Change-2,485 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 2,432

Change-2,432 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,395

Change-2,395 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 2,267

Change-2,267 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 2,208

Change-2,208 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 2,205

Change-2,205 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 2,062

Change-2,062 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 2,035

Change-2,035 (-100%)

Value—

RiverPark Advisors, LLC

N/A

Shares— from 2,015

Change-2,015 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 2,002

Change-2,002 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 1,964

Change-1,964 (-100%)

Value—

Securian Asset Management, Inc

N/A

Shares— from 1,840

Change-1,840 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 1,758

Change-1,758 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,757

Change-1,757 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 1,742

Change-1,742 (-100%)

Value—

Bull Harbor Capital LLC

N/A

Shares— from 1,720

Change-1,720 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 1,437

Change-1,437 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,426

Change-1,426 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,420

Change-1,420 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 1,209

Change-1,209 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 1,102

Change-1,102 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 962

Change-962 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 906

Change-906 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 889

Change-889 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 739

Change-739 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 733

Change-733 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 720

Change-720 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 681

Change-681 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 474

Change-474 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 469

Change-469 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 440

Change-440 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 409

Change-409 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 325

Change-325 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 317

Change-317 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 256

Change-256 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 237

Change-237 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 220

Change-220 (-100%)

Value—

Twin Tree Management, LP

N/A

Shares— from 218

Change-218 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 170

Change-170 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 123

Change-123 (-100%)

Value—

Clearstead Trust, LLC

N/A

Shares— from 87

Change-87 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 85

Change-85 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 77

Change-77 (-100%)

Value—

Winch Advisory Services, LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 69

Change-69 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 40

Change-40 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 28

Change-28 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 24

Change-24 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 24

Change-24 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 21

Change-21 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 5

Change-5 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Quarry LP

N/A

Shares— from 2

Change-2 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Sumitomo Mitsui Trust Group, Inc.	INCREASED	2,055,687	1,362,115	+693,572	+51%	$159.8M	$160.9M	+$1.1M	2026-10-29
Dimensional Fund Advisors LP	INCREASED	1,807,174	1,600,237	+206,937	+13%	$187.7M	$141.5M	-$46.2M	2026-11-04
Thrivent Financial for Lutherans	INCREASED	679,615	5,655	+673,960	+11918%	$663.0K	$53.2M	+$52.5M	2026-11-05
M&G Plc	DECREASED	577,449	596,441	-18,992	-3%	$69.8M	$45.0M	-$24.7M	2026-11-04
Exchange Traded Concepts, LLC	INCREASED	410,665	304,496	+106,169	+35%	$35.7M	$32.1M	-$3.6M	2026-10-28
Pacific Heights Asset Management LLC	UNCHANGED	225,000	225,000	0	0%	$26.4M	$17.6M	-$8.8M	2026-11-03
Assenagon Asset Management S.A.	INCREASED	182,823	21,276	+161,547	+759%	$2.5M	$14.3M	+$11.8M	2026-10-15
Bank of New York Mellon Corp	INCREASED	150,425	149,268	+1,157	+1%	$17.5M	$11.8M	-$5.7M	2026-11-05
Schaper Benz & Wise Investment Counsel Inc	INCREASED	98,658	95,904	+2,754	+3%	$11.3M	$7.7M	-$3.5M	2026-10-09
Tuttle Capital Management, LLC	DECREASED	88,660	91,425	-2,765	-3%	$10.7M	$6.9M	-$3.8M	2026-10-21
Citigroup Inc	INCREASED	69,190	27,291	+41,899	+154%	$3.2M	$5.4M	+$2.2M	2026-11-04
Principal Financial Group Inc	INCREASED	60,580	57,840	+2,740	+5%	$6.8M	$4.7M	-$2.0M	2026-11-02
Pinnacle Associates LTD	INCREASED	60,317	55,526	+4,791	+9%	$6.5M	$4.7M	-$1.8M	2026-10-20
Raiffeisen Bank International AG	INCREASED	41,167	35,000	+6,167	+18%	$3.9M	$3.2M	-$648.7K	2026-10-28
Wealth Enhancement Advisory Services, LLC	INCREASED	30,356	18,207	+12,149	+67%	$2.0M	$2.4M	+$398.4K	2026-10-13
Greatmark Investment Partners, Inc.	DECREASED	29,674	29,824	-150	0%	$3.5M	$2.3M	-$1.2M	2026-10-28
New York State Teachers Retirement System	UNCHANGED	28,442	28,442	0	0%	$3.3M	$2.2M	-$1.1M	2026-10-22
Retirement Systems of Alabama	INCREASED	27,201	26,338	+863	+3%	$3.1M	$2.1M	-$960.7K	2026-11-04
Wedge Capital Management L L P	INCREASED	26,783	15,586	+11,197	+72%	$1.8M	$2.1M	+$268.0K	2026-10-13
Ballast Asset Management, LP	DECREASED	25,143	25,875	-732	-3%	$3.0M	$2.0M	-$1.1M	2026-11-04
Moody National Bank Trust Division	UNCHANGED	22,494	22,494	0	0%	$2.6M	$1.8M	-$878.2K	2026-10-06
Creative Planning	INCREASED	21,286	18,470	+2,816	+15%	$2.2M	$1.7M	-$500.6K	2026-11-02
Fifth Third Bancorp	INCREASED	19,690	15,117	+4,573	+30%	$1.8M	$1.5M	-$232.1K	2026-11-05
State of New Jersey Common Pension Fund D	INCREASED	15,758	10,184	+5,574	+55%	$1.2M	$1.2M	+$38.7K	2026-11-05
Motley Fool Asset Management LLC	DECREASED	13,845	14,118	-273	-2%	$1.7M	$1.1M	-$572.5K	2026-10-27
Y-Intercept (Hong Kong) Ltd	NEW	12,920	—	+12,920	—	—	$1.0M	—	2026-10-16
Waterfront Wealth Inc.	DECREASED	12,229	19,717	-7,488	-38%	$2.1M	$887.6K	-$1.2M	2026-11-03
Amalgamated Bank	INCREASED	11,745	11,282	+463	+4%	$1.3M	$919.0K	-$405.0K	2026-10-23
US Bancorp \de\	INCREASED	10,431	7,973	+2,458	+31%	$935.4K	$816.5K	-$118.9K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	9,864	10,129	-265	-3%	$1.2M	$772.1K	-$416.2K	2026-11-02
Mutual of America Capital Management LLC	INCREASED	9,602	9,455	+147	+2%	$1.1M	$751.6K	-$357.6K	2026-10-23
Inspire Investing, LLC	INCREASED	9,405	6,791	+2,614	+38%	$796.7K	$736.3K	-$60.5K	2026-10-22
State of Wyoming	DECREASED	8,160	8,823	-663	-8%	$1.0M	$638.8K	-$396.3K	2026-10-28
Louisiana State Employees Retirement System	INCREASED	7,800	7,500	+300	+4%	$879.9K	$610.6K	-$269.3K	2026-10-20
Arizona State Retirement System	INCREASED	7,472	7,320	+152	+2%	$858.8K	$584.9K	-$273.9K	2026-11-03
Yousif Capital Management, LLC	DECREASED	6,715	7,011	-296	-4%	$822.5K	$525.7K	-$296.9K	2026-10-22
New Mexico Educational Retirement Board	UNCHANGED	6,600	6,600	0	0%	$774.0K	$517.0K	-$257.0K	2026-11-05
Atria Investments, Inc	DECREASED	6,510	6,747	-237	-4%	$791.6K	$509.6K	-$282.0K	2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	6,359	6,007	+352	+6%	$704.7K	$497.8K	-$207.0K	2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	6,295	6,097	+198	+3%	$715.3K	$492.8K	-$222.5K	2026-11-03
State of Michigan Retirement System	INCREASED	6,200	6,000	+200	+3%	$703.9K	$485.3K	-$218.6K	2026-10-27
Calamos Wealth Management LLC	INCREASED	5,795	5,407	+388	+7%	$634.3K	$453.6K	-$180.7K	2026-11-02
Oregon Public Employees Retirement Fund	INCREASED	5,483	5,283	+200	+4%	$619.8K	$429.2K	-$190.6K	2026-10-30
Verdence Capital Advisors LLC	DECREASED	4,804	4,865	-61	-1%	$570.8K	$376.1K	-$194.7K	2026-10-26
Fulcrum Asset Management LLP	NEW	4,538	—	+4,538	—	—	$356.3K	—	2026-11-04
State of Alaska, Department of Revenue	DECREASED	4,471	6,458	-1,987	-31%	$756.0K	$349	-$755.7K	2026-10-15
Oppenheimer & Co Inc	DECREASED	4,400	4,550	-150	-3%	$533.8K	$344.4K	-$189.4K	2026-10-26
Chicago Partners Investment Group LLC	NEW	4,171	—	+4,171	—	—	$296.4K	—	2026-10-27
Pension & Wealth Management Advisors, Inc.	NEW	3,913	—	+3,913	—	—	$306.3K	—	2026-10-16
Pictet Asset Management Holding SA	UNCHANGED	3,783	3,783	0	0%	$443.8K	$296.1K	-$147.7K	2026-11-03
Brighton Jones LLC	INCREASED	3,624	2,543	+1,081	+43%	$298.3K	$283.7K	-$14.7K	2026-11-03
M.E. Allison & Co., Inc.	UNCHANGED	3,410	3,410	0	0%	$400.1K	$266.9K	-$133.1K	2026-10-09
Angeles Wealth Management, LLC	INCREASED	3,371	3,157	+214	+7%	$370.4K	$263.9K	-$106.5K	2026-10-26
Huntleigh Advisors, Inc.	INCREASED	3,347	3,307	+40	+1%	$388.0K	$262.0K	-$126.0K	2026-11-03
HB Wealth Management, LLC	NEW	3,338	—	+3,338	—	—	$245.1K	—	2026-10-23
Krilogy Financial LLC	INCREASED	3,181	2,502	+679	+27%	$293.5K	$241.9K	-$51.6K	2026-10-13
Xponance LLC	DECREASED	3,116	3,156	-40	-1%	$370.3K	$243.9K	-$126.3K	2026-11-03
Truist Financial Corp	INCREASED	2,939	2,201	+738	+34%	$258.2K	$230.1K	-$28.2K	2026-10-30
Assetmark, Inc	INCREASED	2,872	2,535	+337	+13%	$297.4K	$224.8K	-$72.6K	2026-10-21
Gamma Investing LLC	DECREASED	1,740	1,763	-23	-1%	$206.8K	$136.2K	-$70.6K	2026-10-08
Blue Trust, Inc.	INCREASED	1,375	1,233	+142	+12%	$144.7K	$107.6K	-$37.0K	2026-10-15
Byrne Asset Management LLC	INCREASED	1,348	1,185	+163	+14%	$139.0K	$112.8K	-$26.3K	2026-10-06
Larson Financial Group LLC	INCREASED	1,168	250	+918	+367%	$29.3K	$91.4K	+$62.1K	2026-11-05
Parallel Advisors, LLC	INCREASED	1,114	1,100	+14	+1%	$129.1K	$87.2K	-$41.8K	2026-11-03
KBC Group NV	UNCHANGED	1,105	1,105	0	0%	$130.0K	$86.0K	-$44.0K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	933	704	+229	+33%	$82.6K	$73.0K	-$9.6K	2026-11-04
Essential Partners LLC	INCREASED	926	913	+13	+1%	$107.1K	$72.5K	-$34.6K	2026-10-14
Signaturefd, LLC	DECREASED	828	861	-33	-4%	$101.0K	$64.8K	-$36.2K	2026-10-23
Simplex Trading, LLC	DECREASED	798	2,135	-1,337	-63%	$250.5K	$62.5K	-$188.0K	2026-11-04
Sterling Capital Management LLC	DECREASED	733	772	-39	-5%	$90.6K	$57.4K	-$33.2K	2026-10-22
IFP Advisors, Inc	INCREASED	704	230	+474	+206%	$27.0K	$55.1K	+$28.1K	2026-10-16
DekaBank Deutsche Girozentrale	NEW	640	—	+640	—	—	$50.0K	—	2026-10-27
True Wealth Design, LLC	INCREASED	600	450	+150	+33%	$52.8K	$47.0K	-$5.8K	2026-10-13
Farther Finance Advisors, LLC	INCREASED	524	285	+239	+84%	$33.3K	$41.0K	+$7.7K	2026-10-08
Bayforest Capital Ltd	DECREASED	505	2,781	-2,276	-82%	$326.3K	$39.5K	-$286.7K	2026-11-03
Versant Capital Management, Inc	INCREASED	495	348	+147	+42%	$40.8K	$38.7K	-$2.1K	2026-10-02
Strs Ohio	DECREASED	353	541	-188	-35%	$63.5K	$27.6K	-$35.8K	2026-10-30
SJS Investment Consulting Inc.	INCREASED	344	13	+331	+2546%	$1.5K	$26.9K	+$25.4K	2026-10-26
Root Financial Partners, LLC	NEW	275	—	+275	—	—	$21.5K	—	2026-10-21
Provenance Wealth Advisors, LLC	NEW	259	—	+259	—	—	$20.3K	—	2026-10-30
Latitude Advisors, LLC	NEW	200	—	+200	—	—	$15.7K	—	2026-10-27
Jacobi Capital Management LLC	NEW	190	—	+190	—	—	$14.9K	—	2026-11-05
Fortitude Family Office, LLC	DECREASED	183	236	-53	-22%	$27.7K	$14.3K	-$13.4K	2026-10-14
Elevation Wealth Partners, LLC	NEW	156	—	+156	—	—	$12.2K	—	2026-10-07
MassMutual Private Wealth & Trust, FSB	DECREASED	139	149	-10	-7%	$17.5K	$10.9K	-$6.6K	2026-10-05
First Bancorp, Inc	UNCHANGED	131	131	0	0%	$15.4K	$10.3K	-$5.1K	2026-10-26
Hager Investment Management Services, LLC	UNCHANGED	100	100	0	0%	$11.7K	$7.8K	-$3.9K	2026-11-04
Caitong International Asset Management Co., Ltd	NEW	92	—	+92	—	—	$7.2K	—	2026-10-29
Abound Wealth Management	UNCHANGED	90	90	0	0%	$10.6K	$7.0K	-$3.5K	2026-10-26
GoalVest Advisory LLC	NEW	62	—	+62	—	—	$4.9K	—	2026-10-02
Covestor Ltd	DECREASED	62	255	-193	-76%	$30.0K	$5	-$30.0K	2026-10-30
Elyxium Wealth, LLC	NEW	54	—	+54	—	—	$4.2K	—	2026-10-27
First Pacific Financial	DECREASED	51	71	-20	-28%	$8.3K	$4.0K	-$4.3K	2026-10-14
Ascentis Independent Advisors	NEW	49	—	+49	—	—	$3.8K	—	2026-11-03
Capital Advisors, Ltd. LLC	INCREASED	47	3	+44	+1467%	$0	$4	+$4	2026-10-27
SBI Securities Co., Ltd.	DECREASED	41	42	-1	-2%	$4.9K	$3.2K	-$1.7K	2026-10-22
Private Trust Co NA	INCREASED	40	17	+23	+135%	$2.0K	$3.1K	+$1.1K	2026-10-20
JFS Wealth Advisors, LLC	INCREASED	39	36	+3	+8%	$4.2K	$3.1K	-$1.2K	2026-11-03
Silver Grove Financial Group, Inc.	INCREASED	36	28	+8	+29%	$3.3K	$2.8K	-$467	2026-11-05
Physician Wealth Advisors, Inc.	UNCHANGED	36	36	0	0%	$4.2K	$2.8K	-$1.4K	2026-10-20
Cassaday & Co Wealth Management LLC	UNCHANGED	34	34	0	0%	$4.0K	$2.7K	-$1.3K	2026-10-27
UMB Private Wealth Management, LLC	NEW	30	—	+30	—	—	$2.3K	—	2026-10-19
Hughes Financial Services, LLC	INCREASED	27	10	+17	+170%	$1.2K	$2.0K	+$871	2026-10-30
Creative Capital Management Investments LLC	INCREASED	26	15	+11	+73%	$1.8K	$2.0K	+$275	2026-10-28
Winthrop Capital Management, LLC	UNCHANGED	25	25	0	0%	$3	$2.0K	+$2.0K	2026-11-05
Nisa Investment Advisors, LLC	UNCHANGED	24	24	0	0%	$2.8K	$1.9K	-$937	2026-10-20
Farmers & Merchants Investments Inc	UNCHANGED	21	21	0	0%	$2.5K	$1.6K	-$820	2026-10-22
Parkside Financial Bank & Trust	DECREASED	14	49	-35	-71%	$5.8K	$1.1K	-$4.7K	2026-10-27
Eukles Asset Management	UNCHANGED	11	11	0	0%	$1.3K	$861	-$430	2026-11-04
Bay Harbor Wealth Management, LLC	DECREASED	9	10	-1	-10%	$1.2K	$705	-$468	2026-11-03
Manchester Capital Management LLC	UNCHANGED	9	9	0	0%	$1.1K	$705	-$351	2026-10-22
Bell Investment Advisors, Inc	NEW	7	—	+7	—	—	$548	—	2026-10-29
DiNuzzo Private Wealth, Inc.	UNCHANGED	7	7	0	0%	$822	$548	-$274	2026-10-16
Bare Financial Services, Inc	UNCHANGED	7	7	0	0%	$821	$548	-$273	2026-11-04
Valley National Advisers Inc	NEW	4	—	+4	—	—	$314	—	2026-10-23
Pinnacle Wealth Planning Services, Inc.	DECREASED	4	8	-4	-50%	$939	$313	-$626	2026-10-27
Proathlete Wealth Management LLC	NEW	3	—	+3	—	—	$234	—	2026-10-15
MV Capital Management, Inc.	UNCHANGED	3	3	0	0%	$352	$235	-$117	2026-10-29
Ascentis Wealth Management, LLC	NEW	2	—	+2	—	—	$156	—	2026-11-03
DecisionPoint Financial, LLC	INCREASED	2	1	+1	+100%	$115	$168	+$53	2026-10-27
TD Private Client Wealth LLC	UNCHANGED	2	2	0	0%	$235	$157	-$78	2026-10-28
RHL Group, LLC	NEW	1	—	+1	—	—	$78	—	2026-11-04
Maryland Capital Advisors Inc.	NEW	1	—	+1	—	—	$79	—	2026-10-15
Rakuten Securities, Inc.	UNCHANGED	1	1	0	0%	$117	$78	-$39	2026-11-02
TD Waterhouse Canada Inc.	UNCHANGED	1	1	0	0%	$114	$84	-$30	2026-10-16
Hussman Strategic Advisors, Inc.	CLOSED	0	21,000	-21,000	-100%	$2.5M	$0	-$2.5M	2026-11-02
D.A. Davidson & Co.	CLOSED	0	11,144	-11,144	-100%	$1.3M	$0	-$1.3M	2026-10-28
Integrated Advisors Network LLC	CLOSED	0	10,230	-10,230	-100%	$1.2M	$0	-$1.2M	2026-10-20
Lanark Financial, Inc.	CLOSED	0	8,763	-8,763	-100%	$1.0M	$0	-$1.0M	2026-10-26
Oakmont Investment Advisors, Inc.	CLOSED	0	8,450	-8,450	-100%	$991.4K	$0	-$991.4K	2026-10-21
Imc-Chicago, LLC	CLOSED	0	7,341	-7,341	-100%	$861.2K	$0	-$861.2K	2026-11-05
Kestra Investment Management, LLC	CLOSED	0	6,267	-6,267	-100%	$735.2K	$0	-$735.2K	2026-11-04
Williams Jones Wealth Management, Llc.	CLOSED	0	5,800	-5,800	-100%	$680.5K	$0	-$680.5K	2026-11-05
Cambridge Investment Research Advisors, Inc.	CLOSED	0	4,448	-4,448	-100%	$522.0K	$0	-$522.0K	2026-11-02
Ethic Inc.	CLOSED	0	3,432	-3,432	-100%	$402.6K	$0	-$402.6K	2026-11-03
Princeton Capital Management LLC	CLOSED	0	2,824	-2,824	-100%	$331.3K	$0	-$331.3K	2026-10-27
Asset Management One Co., Ltd.	CLOSED	0	2,734	-2,734	-100%	$320.8K	$0	-$320.8K	2026-10-27
Claro Advisors Inc.	CLOSED	0	2,242	-2,242	-100%	$263.0K	$0	-$263.0K	2026-11-02
ZWJ Investment Counsel Inc	CLOSED	0	2,002	-2,002	-100%	$234.9K	$0	-$234.9K	2026-10-15
Bailard, Inc.	CLOSED	0	2,000	-2,000	-100%	$234.6K	$0	-$234.6K	2026-10-13
Legacy Wealth Asset Management, LLC	CLOSED	0	1,831	-1,831	-100%	$214.8K	$0	-$214.8K	2026-10-09
Martin Capital Advisors, LLP	CLOSED	0	1,741	-1,741	-100%	$204.3K	$0	-$204.3K	2026-10-15
Inscription Capital, LLC	CLOSED	0	1,707	-1,707	-100%	$200.3K	$0	-$200.3K	2026-11-02
Premier Fund Managers Ltd	CLOSED	0	697	-697	-100%	$77	$0	-$77	2026-11-02
Union Bancaire Privee, UBP SA	CLOSED	0	500	-500	-100%	$44.8K	$0	-$44.8K	2026-11-04
Summit Securities Group LLC	CLOSED	0	376	-376	-100%	$44.1K	$0	-$44.1K	2026-11-05
MCF Advisors LLC	CLOSED	0	328	-328	-100%	$38.5K	$0	-$38.5K	2026-10-28
GHP Investment Advisors, Inc.	CLOSED	0	200	-200	-100%	$23.5K	$0	-$23.5K	2026-10-15
AdvisorNet Financial, Inc	CLOSED	0	106	-106	-100%	$12.4K	$0	-$12.4K	2026-10-15
CoreCap Advisors, LLC	CLOSED	0	29	-29	-100%	$3.4K	$0	-$3.4K	2026-10-08
Wealth Enhancement Trust Services, Inc.	CLOSED	0	25	-25	-100%	$2.9K	$0	-$2.9K	2026-10-07
Torren Management, LLC	CLOSED	0	18	-18	-100%	$2.1K	$0	-$2.1K	2026-10-29
Avion Wealth	CLOSED	0	9	-9	-100%	$1	$0	-$1	2026-11-04
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
Rossby Financial, LCC	CLOSED	0	3	-3	-100%	$352	$0	-$352	2026-11-05
Activest Wealth Management	CLOSED	0	0	0	—	$0	$0	$0	2026-10-15
First Eagle Investment Management, LLC	N/A	—	3,338,881	-3,338,881	-100%	$391.7M	—	—	—
BlackRock, Inc.	N/A	—	2,850,574	-2,850,574	-100%	$334.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,646,072	-1,646,072	-100%	$193.1M	—	—	—
Lazard Asset Management LLC	N/A	—	1,427,735	-1,427,735	-100%	$167.5M	—	—	—
Victory Capital Management Inc	N/A	—	1,315,485	-1,315,485	-100%	$154.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,151,301	-1,151,301	-100%	$135.1M	—	—	—
Neuberger Berman Group LLC	N/A	—	976,974	-976,974	-100%	$114.1M	—	—	—
State Street Corp	N/A	—	909,287	-909,287	-100%	$106.7M	—	—	—
Westwood Holdings Group Inc	N/A	—	901,541	-901,541	-100%	$105.8M	—	—	—
Disciplined Growth Investors Inc	N/A	—	530,833	-530,833	-100%	$62.3M	—	—	—
Geode Capital Management, LLC	N/A	—	511,870	-511,870	-100%	$60.1M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	498,810	-498,810	-100%	$58.5M	—	—	—
AQR Capital Management LLC	N/A	—	448,582	-448,582	-100%	$50.6M	—	—	—
Morgan Stanley	N/A	—	431,648	-431,648	-100%	$50.6M	—	—	—
Invesco Ltd.	N/A	—	400,130	-400,130	-100%	$46.9M	—	—	—
Citadel Advisors LLC	N/A	—	377,794	-377,794	-100%	$44.3M	—	—	—
Allianz Asset Management GmbH	N/A	—	337,749	-337,749	-100%	$39.6M	—	—	—
Emerald Advisers, LLC	N/A	—	326,701	-326,701	-100%	$38.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	300,341	-300,341	-100%	$35.2M	—	—	—
Legal & General Group Plc	N/A	—	299,293	-299,293	-100%	$35.1M	—	—	—
Next Century Growth Investors LLC	N/A	—	270,752	-270,752	-100%	$31.8M	—	—	—
Bank of America Corp	N/A	—	269,158	-269,158	-100%	$31.6M	—	—	—
Ameriprise Financial Inc	N/A	—	221,931	-221,931	-100%	$26.0M	—	—	—
Norges Bank	N/A	—	215,021	-215,021	-100%	$25.2M	—	—	—
Northern Trust Corp	N/A	—	212,740	-212,740	-100%	$25.0M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	210,791	-210,791	-100%	$24.7M	—	—	—
American Capital Management Inc	N/A	—	197,882	-197,882	-100%	$23.2M	—	—	—
SEI Investments Co	N/A	—	197,217	-197,217	-100%	$23.1M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	179,328	-179,328	-100%	$21.0M	—	—	—
S Squared Technology, LLC	N/A	—	168,916	-168,916	-100%	$19.8M	—	—	—
Raymond James Financial Inc	N/A	—	166,845	-166,845	-100%	$19.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	160,985	-160,985	-100%	$18.9M	—	—	—
Royce & Associates LP	N/A	—	160,853	-160,853	-100%	$18.9M	—	—	—
Baillie Gifford & Co	N/A	—	160,499	-160,499	-100%	$18.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	160,027	-160,027	-100%	$18.8M	—	—	—
Systematic Financial Management LP	N/A	—	153,046	-153,046	-100%	$18.0M	—	—	—
Renaissance Technologies LLC	N/A	—	122,200	-122,200	-100%	$14.3M	—	—	—
Quantinno Capital Management LP	N/A	—	103,339	-103,339	-100%	$12.1M	—	—	—
Brandes Investment Partners, LP	N/A	—	103,219	-103,219	-100%	$12.1M	—	—	—
Clear Street Group Inc.	N/A	—	102,540	-102,540	-100%	$12.0M	—	—	—
UBS Group AG	N/A	—	101,673	-101,673	-100%	$11.9M	—	—	—
Hodges Capital Management Inc.	N/A	—	99,508	-99,508	-100%	$11.7M	—	—	—
Congruence Capital, LLC	N/A	—	94,830	-94,830	-100%	$11.1M	—	—	—
Aristotle Capital Boston, LLC	N/A	—	86,002	-86,002	-100%	$10.1M	—	—	—
LHM, Inc.	N/A	—	85,699	-85,699	-100%	$10.1M	—	—	—
JPMorgan Chase & Co	N/A	—	81,799	-81,799	-100%	$9.2M	—	—	—
Old West Investment Management, LLC	N/A	—	81,189	-81,189	-100%	$9.5M	—	—	—
UBS Asset Management Americas LLC	N/A	—	80,219	-80,219	-100%	$9.4M	—	—	—
Westport Asset Management Inc	N/A	—	77,500	-77,500	-100%	$9.1M	—	—	—
Acadian Asset Management LLC	N/A	—	77,273	-77,273	-100%	$9.1M	—	—	—
Nuveen, LLC	N/A	—	69,091	-69,091	-100%	$8.1M	—	—	—
Rhumbline Advisers	N/A	—	66,311	-66,311	-100%	$7.8M	—	—	—
First Trust Advisors LP	N/A	—	64,298	-64,298	-100%	$7.5M	—	—	—
Storebrand Asset Management AS	N/A	—	62,690	-62,690	-100%	$7.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	58,044	-58,044	-100%	$6.8M	—	—	—
Royal Bank of Canada	N/A	—	56,262	-56,262	-100%	$6.6M	—	—	—
Swiss National Bank	N/A	—	53,200	-53,200	-100%	$6.2M	—	—	—
American Century Companies Inc	N/A	—	52,649	-52,649	-100%	$6.2M	—	—	—
Tidal Investments LLC	N/A	—	42,208	-42,208	-100%	$5.0M	—	—	—
Pier Capital, LLC	N/A	—	41,609	-41,609	-100%	$4.9M	—	—	—
Kerrisdale Advisers, LLC	N/A	—	41,450	-41,450	-100%	$4.9M	—	—	—
Two Sigma Investments, LP	N/A	—	40,691	-40,691	-100%	$4.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	40,452	-40,452	-100%	$4.7M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	36,608	-36,608	-100%	$4.3M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	35,345	-35,345	-100%	$3.9M	—	—	—
Trillium Asset Management, LLC	N/A	—	33,562	-33,562	-100%	$3.9M	—	—	—
New York State Common Retirement Fund	N/A	—	32,943	-32,943	-100%	$3.9M	—	—	—
SG Americas Securities, LLC	N/A	—	31,804	-31,804	-100%	$3.7M	—	—	—
California State Teachers Retirement System	N/A	—	30,746	-30,746	-100%	$3.6M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	30,221	-30,221	-100%	$3.5M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	29,993	-29,993	-100%	$3.5M	—	—	—
Alliancebernstein L.P.	N/A	—	29,550	-29,550	-100%	$3.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	27,583	-27,583	-100%	$3.2M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	26,393	-26,393	-100%	$3.1M	—	—	—
Holocene Advisors, LP	N/A	—	24,783	-24,783	-100%	$2.9M	—	—	—
Algert Global LLC	N/A	—	24,080	-24,080	-100%	$2.8M	—	—	—
Main Management ETF Advisors, LLC	N/A	—	23,606	-23,606	-100%	$2.8M	—	—	—
Logan Capital Management Inc	N/A	—	21,457	-21,457	-100%	$2.5M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	20,851	-20,851	-100%	$2.4M	—	—	—
Vestcor Inc	N/A	—	20,000	-20,000	-100%	$2.3M	—	—	—
Summit Trail Advisors, LLC	N/A	—	19,931	-19,931	-100%	$2.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	19,636	-19,636	-100%	$2.3M	—	—	—
Stifel Financial Corp	N/A	—	18,174	-18,174	-100%	$2.1M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	18,066	-18,066	-100%	$2.1M	—	—	—
Man Group plc	N/A	—	15,566	-15,566	-100%	$1.8M	—	—	—
LPL Financial LLC	N/A	—	15,316	-15,316	-100%	$1.8M	—	—	—
Canada Life Assurance Co	N/A	—	14,687	-14,687	-100%	$1.7M	—	—	—
Tudor Investment Corp ET AL	N/A	—	14,214	-14,214	-100%	$1.7M	—	—	—
Wells Fargo & Company	N/A	—	13,518	-13,518	-100%	$1.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	13,327	-13,327	-100%	$1.6M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	13,026	-13,026	-100%	$1.5M	—	—	—
Pathstone Holdings, LLC	N/A	—	12,663	-12,663	-100%	$1.5M	—	—	—
Arax Advisory Partners	N/A	—	12,595	-12,595	-100%	$1.5M	—	—	—
MetLife Investment Management, LLC	N/A	—	12,263	-12,263	-100%	$1.4M	—	—	—
Intech Investment Management LLC	N/A	—	12,245	-12,245	-100%	$1.4M	—	—	—
Jupiter Topco LLC	N/A	—	12,206	-12,206	-100%	$1.4M	—	—	—
Barclays PLC	N/A	—	12,076	-12,076	-100%	$1.4M	—	—	—
Cerity Partners LLC	N/A	—	11,858	-11,858	-100%	$1.4M	—	—	—
Edgestream Partners, L.P.	N/A	—	11,585	-11,585	-100%	$1.4M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	11,437	-11,437	-100%	$1.3M	—	—	—
Treasurer of the State of North Carolina	N/A	—	10,931	-10,931	-100%	$1.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	10,694	-10,694	-100%	$1.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	10,514	-10,514	-100%	$1.2M	—	—	—
HSBC Holdings PLC	N/A	—	10,502	-10,502	-100%	$1.2M	—	—	—
GSA Capital Partners LLP	N/A	—	10,390	-10,390	-100%	$1.2M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	10,232	-10,232	-100%	$1.2M	—	—	—
Captrust Financial Advisors	N/A	—	9,516	-9,516	-100%	$1.1M	—	—	—
Handelsbanken Fonder AB	N/A	—	9,300	-9,300	-100%	$1.1K	—	—	—
Eaton Financial Holdings Company, LLC	N/A	—	9,279	-9,279	-100%	$1.1M	—	—	—
Concentric Capital Strategies, LP	N/A	—	9,204	-9,204	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	8,825	-8,825	-100%	$1.0M	—	—	—
Gotham Asset Management, LLC	N/A	—	8,780	-8,780	-100%	$1.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	8,172	-8,172	-100%	$958.0K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	8,086	-8,086	-100%	$948.7K	—	—	—
Cetera Investment Advisers	N/A	—	7,786	-7,786	-100%	$913.5K	—	—	—
First Dallas Securities Inc.	N/A	—	6,925	-6,925	-100%	$812.4K	—	—	—
Russell Investments Group, Ltd.	N/A	—	6,750	-6,750	-100%	$767.5K	—	—	—
Aquatic Capital Management LLC	N/A	—	6,600	-6,600	-100%	$774.3K	—	—	—
Brevan Howard Capital Management LP	N/A	—	6,581	-6,581	-100%	$772.1K	—	—	—
Neo Ivy Capital Management	N/A	—	6,421	-6,421	-100%	$753.3K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	6,381	-6,381	-100%	$748.6K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	6,000	-6,000	-100%	$703.9K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	5,918	-5,918	-100%	$694.3K	—	—	—
Empowered Funds, LLC	N/A	—	5,890	-5,890	-100%	$691.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	5,861	-5,861	-100%	$687.6K	—	—	—
Bank of Montreal	N/A	—	5,788	-5,788	-100%	$679.0K	—	—	—
L2 Asset Management, LLC	N/A	—	5,762	-5,762	-100%	$676.0K	—	—	—
Natixis	N/A	—	5,746	-5,746	-100%	$674.1K	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	5,728	-5,728	-100%	$672.0K	—	—	—
Pallas Capital Advisors LLC	N/A	—	5,489	-5,489	-100%	$644.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	5,487	-5,487	-100%	$643.7K	—	—	—
Blackstone Inc.	N/A	—	5,414	-5,414	-100%	$635.2K	—	—	—
FMR LLC	N/A	—	5,398	-5,398	-100%	$633.3K	—	—	—
Vident Advisory, LLC	N/A	—	5,391	-5,391	-100%	$632.5K	—	—	—
Quadrature Capital Ltd	N/A	—	4,963	-4,963	-100%	$582.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,912	-4,912	-100%	$576.3K	—	—	—
EntryPoint Capital, LLC	N/A	—	4,808	-4,808	-100%	$564.1K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	4,806	-4,806	-100%	$563.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,687	-4,687	-100%	$549.9K	—	—	—
Kera Capital Partners, Inc.	N/A	—	4,272	-4,272	-100%	$501.2K	—	—	—
Marex Group Ltd	N/A	—	4,000	-4,000	-100%	$469.3K	—	—	—
Fortress Private Ledger, LLC	N/A	—	3,986	-3,986	-100%	$467.6K	—	—	—
Glenmede Trust Co NA	N/A	—	3,983	-3,983	-100%	$467.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,896	-3,896	-100%	$457.1K	—	—	—
Merit Financial Group, LLC	N/A	—	3,748	-3,748	-100%	$439.7K	—	—	—
Rothschild Investment LLC	N/A	—	3,618	-3,618	-100%	$424.5K	—	—	—
State of Wisconsin Investment Board	N/A	—	3,560	-3,560	-100%	$417.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,528	-3,528	-100%	$414.0K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	3,272	-3,272	-100%	$383.9K	—	—	—
Engineers Gate Manager LP	N/A	—	3,200	-3,200	-100%	$375.4K	—	—	—
IEQ Capital, LLC	N/A	—	3,095	-3,095	-100%	$363.1K	—	—	—
Benjamin Edwards Inc	N/A	—	3,006	-3,006	-100%	$352.5K	—	—	—
Fieldview Capital Management, LLC	N/A	—	2,999	-2,999	-100%	$351.8K	—	—	—
Diversified Trust Co	N/A	—	2,930	-2,930	-100%	$343.7K	—	—	—
Pacer Advisors, Inc.	N/A	—	2,844	-2,844	-100%	$334.0K	—	—	—
Destination Wealth Management	N/A	—	2,800	-2,800	-100%	$328.5K	—	—	—
Blueshift Asset Management, LLC	N/A	—	2,665	-2,665	-100%	$312.7K	—	—	—
Advisory Services Network, LLC	N/A	—	2,500	-2,500	-100%	$293.3K	—	—	—
Boothbay Fund Management, LLC	N/A	—	2,485	-2,485	-100%	$291.5K	—	—	—
Deutsche Bank Ag\	N/A	—	2,432	-2,432	-100%	$285.3K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,395	-2,395	-100%	$281.0K	—	—	—
Phoenix Financial Ltd.	N/A	—	2,300	-2,300	-100%	$269.0K	—	—	—
Savant Capital, LLC	N/A	—	2,267	-2,267	-100%	$265.8K	—	—	—
Guggenheim Capital LLC	N/A	—	2,208	-2,208	-100%	$259.0K	—	—	—
Franklin Resources Inc	N/A	—	2,205	-2,205	-100%	$258.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	2,062	-2,062	-100%	$241.9K	—	—	—
GTS Securities LLC	N/A	—	2,035	-2,035	-100%	$238.7K	—	—	—
RiverPark Advisors, LLC	N/A	—	2,015	-2,015	-100%	$236.4K	—	—	—
Federated Hermes, Inc.	N/A	—	2,002	-2,002	-100%	$234.9K	—	—	—
Millstone Evans Group, LLC	N/A	—	2,000	-2,000	-100%	$234.6K	—	—	—
Voya Investment Management LLC	N/A	—	1,964	-1,964	-100%	$230.4K	—	—	—
Securian Asset Management, Inc	N/A	—	1,840	-1,840	-100%	$192.0K	—	—	—
Inspire Advisors, LLC	N/A	—	1,758	-1,758	-100%	$205.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,757	-1,757	-100%	$206.1K	—	—	—
HighTower Advisors, LLC	N/A	—	1,742	-1,742	-100%	$204.4K	—	—	—
Bull Harbor Capital LLC	N/A	—	1,720	-1,720	-100%	$201.8K	—	—	—
Nykredit A/S	N/A	—	1,437	-1,437	-100%	$168.6K	—	—	—
Allworth Financial LP	N/A	—	1,426	-1,426	-100%	$167.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,420	-1,420	-100%	$166.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,300	-1,300	-100%	$152.5K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	1,209	-1,209	-100%	$141.8K	—	—	—
Freestone Grove Partners LP	N/A	—	1,102	-1,102	-100%	$129.3K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	962	-962	-100%	$112.9K	—	—	—
Hantz Financial Services, Inc.	N/A	—	906	-906	-100%	$106.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	889	-889	-100%	$104.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	739	-739	-100%	$86.7K	—	—	—
Walleye Trading LLC	N/A	—	733	-733	-100%	$86.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	720	-720	-100%	$84.5K	—	—	—
Quantum Portfolio Management LLC	N/A	—	681	-681	-100%	$79.9K	—	—	—
UMB Bank, n.a.	N/A	—	474	-474	-100%	$55.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	469	-469	-100%	$50.3K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	440	-440	-100%	$51.6K	—	—	—
National Bank of Canada	N/A	—	409	-409	-100%	$48.1K	—	—	—
Crewe Advisors LLC	N/A	—	325	-325	-100%	$38.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	317	-317	-100%	$37.2K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	256	-256	-100%	$30.0K	—	—	—
Harbour Investments, Inc.	N/A	—	237	-237	-100%	$27.8K	—	—	—
Bellevue Asset Management, LLC	N/A	—	220	-220	-100%	$25.8K	—	—	—
Twin Tree Management, LP	N/A	—	218	-218	-100%	$25.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	200	-200	-100%	$23.5K	—	—	—
BFC Planning, Inc.	N/A	—	200	-200	-100%	$23.5K	—	—	—
Nomura Asset Management Co LTD	N/A	—	170	-170	-100%	$19.9K	—	—	—
Bessemer Group Inc	N/A	—	123	-123	-100%	$14	—	—	—
Clearstead Trust, LLC	N/A	—	87	-87	-100%	$10.2K	—	—	—
Huntington National Bank	N/A	—	85	-85	-100%	$10.0K	—	—	—
Quent Capital, LLC	N/A	—	77	-77	-100%	$9.0K	—	—	—
Winch Advisory Services, LLC	N/A	—	75	-75	-100%	$8.8K	—	—	—
CVA Family Office, LLC	N/A	—	69	-69	-100%	$8.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	60	-60	-100%	$6.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	60	-60	-100%	$7.0K	—	—	—
Caitlin John, LLC	N/A	—	47	-47	-100%	$5.5K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	40	-40	-100%	$4.7K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	35	-35	-100%	$4.1K	—	—	—
Clearstead Advisors, LLC	N/A	—	34	-34	-100%	$4.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	28	-28	-100%	$2.7K	—	—	—
Kilter Group LLC	N/A	—	26	-26	-100%	$3.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	24	-24	-100%	$2.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	24	-24	-100%	$2.7K	—	—	—
Raffa Wealth Management, LLC	N/A	—	22	-22	-100%	$2.6K	—	—	—
MidFirst Bank	N/A	—	21	-21	-100%	$2.5K	—	—	—
Rialto Wealth Management, LLC	N/A	—	12	-12	-100%	$1.4K	—	—	—
HFM Investment Advisors, LLC	N/A	—	8	-8	-100%	$939	—	—	—
Optiver Holding B.V.	N/A	—	5	-5	-100%	$587	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	5	-5	-100%	$587	—	—	—
LRI Investments, LLC	N/A	—	3	-3	-100%	$352	—	—	—
Quarry LP	N/A	—	2	-2	-100%	$235	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	1	-1	-100%	$117	—	—	—

Showing 383 of 383 institutions