Independent Bank Corp (INDB)

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

Shares2,692,388 from 2,633,640

Change+58,748 (+2%)

Value$209.1M (-$11.4M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares1,460,222 from 1,440,396

Change+19,826 (+1%)

Value$113.4M (-$7.2M)

Filed 2026-11-06

Rockland Trust Co

DECREASED

Shares1,389,563 from 1,427,951

Change-38,388 (-3%)

Value$107.9M (-$11.6M)

Filed 2026-10-05

Channing Capital Management, LLC

DECREASED

Shares913,220 from 953,435

Change-40,215 (-4%)

Value$70.9M (-$8.9M)

Filed 2026-11-02

Reinhart Partners, Llc.

DECREASED

Shares638,976 from 657,871

Change-18,895 (-3%)

Value$49.6M (-$5.5M)

Filed 2026-10-09

Bank of New York Mellon Corp

DECREASED

Shares487,710 from 492,923

Change-5,213 (-1%)

Value$37.9M (-$3.4M)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares339,688 from 233,580

Change+106,108 (+45%)

Value$26.4M (+$6.8M)

Filed 2026-11-02

Leeward Investments, LLC - MA

DECREASED

Shares245,922 from 260,345

Change-14,423 (-6%)

Value$19.1M (-$2.7M)

Filed 2026-10-23

ProShare Advisors LLC

INCREASED

Shares121,950 from 88,493

Change+33,457 (+38%)

Value$9.5M (+$2.1M)

Filed 2026-10-29

Moody Aldrich Partners LLC

INCREASED

Shares118,716 from 114,219

Change+4,497 (+4%)

Value$9.2M (-$344.1K)

Filed 2026-10-27

Russell Investments Group, Ltd.

DECREASED

Shares116,145 from 136,208

Change-20,063 (-15%)

Value$9.0M (-$2.4M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares99,713 from 98,821

Change+892 (+1%)

Value$7.7M (-$530.6K)

Filed 2026-11-02

Foster Dykema Cabot & Partners, LLC

UNCHANGED

Shares82,067 from 82,067

Change0 (0%)

Value$6.4M (-$498.1K)

Filed 2026-10-30

Crestwood Advisors Group, LLC

DECREASED

Shares80,482 from 80,524

Change-42 (0%)

Value$6.2M (-$492.0K)

Filed 2026-10-27

Fisher Asset Management, LLC

DECREASED

Shares53,390 from 98,830

Change-45,440 (-46%)

Value$4.1M (-$4.1M)

Filed 2026-11-06

Howland Capital Management LLC

UNCHANGED

Shares49,800 from 49,800

Change0 (0%)

Value$3.9M (-$302.3K)

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares46,783 from 50,988

Change-4,205 (-8%)

Value$3.6M (-$636.0K)

Filed 2026-11-06

Thrivent Financial for Lutherans

INCREASED

Shares42,313 from 32,132

Change+10,181 (+32%)

Value$3.3M (+$595.0K)

Filed 2026-11-05

Isthmus Partners, LLC

INCREASED

Shares42,190 from 42,060

Change+130 (+0%)

Value$3.3M (-$245.2K)

Filed 2026-10-21

Deprince Race & Zollo Inc

DECREASED

Shares41,617 from 379,723

Change-338,106 (-89%)

Value$3.2M (-$28.6M)

Filed 2026-10-13

Barclays PLC

INCREASED

Shares39,870 from 19,684

Change+20,186 (+103%)

Value$3.1M (+$1.4M)

Filed 2026-11-06

GHP Investment Advisors, Inc.

INCREASED

Shares36,557 from 36,112

Change+445 (+1%)

Value$2.8M (-$184.7K)

Filed 2026-10-15

New York State Teachers Retirement System

INCREASED

Shares36,191 from 35,169

Change+1,022 (+3%)

Value$2.8M (-$134.0K)

Filed 2026-10-22

Polaris Capital Management, LLC

UNCHANGED

Shares35,239 from 35,239

Change0 (0%)

Value$2.7M (-$213.9K)

Filed 2026-10-21

Citigroup Inc

DECREASED

Shares35,158 from 51,005

Change-15,847 (-31%)

Value$2.7M (-$1.5M)

Filed 2026-11-04

Moors & Cabot, Inc.

DECREASED

Shares33,834 from 34,369

Change-535 (-2%)

Value$2.6M (-$250.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares33,831 from 23,865

Change+9,966 (+42%)

Value$2.6M (+$611.3K)

Filed 2026-10-13

Harbor Capital Advisors, Inc.

INCREASED

Shares33,090 from 30,537

Change+2,553 (+8%)

Value$2.6M (+$12.0K)

Filed 2026-10-22

Hennessy Advisors Inc

DECREASED

Shares32,000 from 34,000

Change-2,000 (-6%)

Value$2.5M (-$361.7K)

Filed 2026-10-28

Wedge Capital Management L L P

NEW

Shares28,279

Change+28,279

Value$2.2M

Filed 2026-10-13

71 West Capital Partners

UNCHANGED

Shares24,953 from 24,953

Change0 (0%)

Value$1.9M (-$151.5K)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares24,446 from 23,637

Change+809 (+3%)

Value$1.9M (-$80.7K)

Filed 2026-11-06

Illinois Municipal Retirement Fund

DECREASED

Shares24,441 from 25,444

Change-1,003 (-4%)

Value$1.9M (-$232.3K)

Filed 2026-11-05

Eastern Bank

DECREASED

Shares23,173 from 24,925

Change-1,752 (-7%)

Value$1.8M (-$287.3K)

Filed 2026-10-05

Stablepoint Partners, LLC

DECREASED

Shares23,097 from 23,311

Change-214 (-1%)

Value$1.8M (-$158.1K)

Filed 2026-11-03

Carl P. Sherr & Co., LLC

INCREASED

Shares21,131 from 21,087

Change+44 (+0%)

Value$1.6M (-$124.6K)

Filed 2026-11-06

Kelly Financial Services LLC

INCREASED

Shares20,777 from 20,771

Change+6 (+0%)

Value$1.6M (-$125.6K)

Filed 2026-10-20

Louisiana State Employees Retirement System

DECREASED

Shares20,200 from 21,200

Change-1,000 (-5%)

Value$1.6M (-$206.3K)

Filed 2026-10-20

State of New Jersey Common Pension Fund D

DECREASED

Shares20,071 from 25,229

Change-5,158 (-20%)

Value$1.6M (-$553.7K)

Filed 2026-11-05

Excalibur Management Corp

UNCHANGED

Shares19,200 from 19,200

Change0 (0%)

Value$1.5M (-$116.5K)

Filed 2026-11-02

Rosenthal | Henry Capital Advisors, Inc.

INCREASED

Shares18,500 from 1,500

Change+17,000 (+1133%)

Value$1.4M (+$1.3M)

Filed 2026-10-27

Fifth Third Bancorp

INCREASED

Shares16,128 from 11,919

Change+4,209 (+35%)

Value$1.3M (+$254.5K)

Filed 2026-11-05

Aries Wealth Management

UNCHANGED

Shares14,872 from 14,872

Change0 (0%)

Value$1.2M (-$90.3K)

Filed 2026-10-23

Arizona State Retirement System

INCREASED

Shares13,611 from 13,403

Change+208 (+2%)

Value$1.1M (-$65.2K)

Filed 2026-11-03

William John Sempolinski

DECREASED

Shares12,939 from 14,689

Change-1,750 (-12%)

Value$1.0M (-$225.1K)

Filed 2026-10-20

New England Research & Management, Inc.

UNCHANGED

Shares12,730 from 12,730

Change0 (0%)

Value$988.4K (-$77.3K)

Filed 2026-10-16

Amalgamated Bank

DECREASED

Shares12,326 from 13,003

Change-677 (-5%)

Value$957.0K (-$132.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares12,068 from 13,009

Change-941 (-7%)

Value$937.1K (-$152.0K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares11,161 from 11,460

Change-299 (-3%)

Value$866.7K (-$92.8K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares10,636 from 10,985

Change-349 (-3%)

Value$825.9K (-$93.8K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares10,510 from 7,029

Change+3,481 (+50%)

Value$816.1K (+$227.6K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares9,824 from 17,696

Change-7,872 (-44%)

Value$761 (-$1.5M)

Filed 2026-10-15

Alliance Private Wealth, LLC

UNCHANGED

Shares9,238 from 9,238

Change0 (0%)

Value$717.3K (-$56.1K)

Filed 2026-10-20

Amundi

INCREASED

Shares9,017 from 8,337

Change+680 (+8%)

Value$700.2K (+$2.2K)

Filed 2026-11-06

Jefferies Financial Group Inc.

INCREASED

Shares8,100 from 4,138

Change+3,962 (+96%)

Value$629.0K (+$282.5K)

Filed 2026-11-05

Great Lakes Advisors, LLC

DECREASED

Shares7,796 from 16,137

Change-8,341 (-52%)

Value$605.4K (-$745.6K)

Filed 2026-11-06

Pictet Asset Management Holding SA

DECREASED

Shares7,649 from 8,241

Change-592 (-7%)

Value$593.9K (-$96.0K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

DECREASED

Shares6,701 from 7,018

Change-317 (-5%)

Value$520.3K (-$67.2K)

Filed 2026-11-06

Oppenheimer Asset Management Inc.

INCREASED

Shares6,446 from 6,284

Change+162 (+3%)

Value$500.5K (-$25.6K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares6,389 from 6,386

Change+3 (+0%)

Value$496.0K (-$39.0K)

Filed 2026-11-02

Beese Fulmer Investment Management, Inc.

INCREASED

Shares6,332 from 6,302

Change+30 (+0%)

Value$495.8K (-$31.8K)

Filed 2026-10-23

Atria Investments, Inc

DECREASED

Shares6,327 from 6,585

Change-258 (-4%)

Value$491.3K (-$59.9K)

Filed 2026-10-15

Nisa Investment Advisors, LLC

INCREASED

Shares5,958 from 5,943

Change+15 (+0%)

Value$466.5K (-$34.9K)

Filed 2026-10-20

Independence Financial Advisors, LLC

INCREASED

Shares5,769 from 5,734

Change+35 (+1%)

Value$448.0K (-$32.1K)

Filed 2026-10-08

US Bancorp \de\

INCREASED

Shares5,681 from 5,388

Change+293 (+5%)

Value$441.1K (-$10.0K)

Filed 2026-11-05

Mutual of America Capital Management LLC

DECREASED

Shares5,406 from 5,536

Change-130 (-2%)

Value$419.8K (-$43.7K)

Filed 2026-10-23

Xponance LLC

DECREASED

Shares4,690 from 4,903

Change-213 (-4%)

Value$364.2K (-$46.3K)

Filed 2026-11-03

Savant Capital, LLC

INCREASED

Shares4,617 from 3,605

Change+1,012 (+28%)

Value$358.5K (+$56.6K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares4,480 from 4,204

Change+276 (+7%)

Value$347.9K (-$4.1K)

Filed 2026-11-02

BridgePort Financial Solutions, LLC

DECREASED

Shares4,386 from 4,391

Change-5 (0%)

Value$340.6K (-$27.0K)

Filed 2026-11-02

Cabot Wealth Management Inc

UNCHANGED

Shares4,384 from 4,384

Change0 (0%)

Value$340.4K (-$26.6K)

Filed 2026-11-05

Two Point Capital Management, Inc.

DECREASED

Shares4,234 from 5,184

Change-950 (-18%)

Value$328.8K (-$105.2K)

Filed 2026-10-16

Teza Capital Management LLC

INCREASED

Shares4,089 from 3,205

Change+884 (+28%)

Value$317.5K (+$49.2K)

Filed 2026-10-23

Plimoth Trust Co LLC

DECREASED

Shares4,085 from 6,105

Change-2,020 (-33%)

Value$317.2K (-$193.9K)

Filed 2026-10-26

Abel Hall, LLC

INCREASED

Shares3,834 from 3,806

Change+28 (+1%)

Value$297.7K (-$20.9K)

Filed 2026-10-19

Salzhauer Michael

UNCHANGED

Shares3,462 from 3,462

Change0 (0%)

Value$268.8K (-$21.0K)

Filed 2026-10-28

Profund Advisors LLC

DECREASED

Shares3,308 from 3,707

Change-399 (-11%)

Value$256.9K (-$53.5K)

Filed 2026-10-29

Virginia Retirement Systems ET Al

DECREASED

Shares3,200 from 14,400

Change-11,200 (-78%)

Value$248.5K (-$957.1K)

Filed 2026-10-28

CIBC Asset Management Inc

DECREASED

Shares3,153 from 3,172

Change-19 (-1%)

Value$244.8K (-$20.7K)

Filed 2026-11-05

HB Wealth Management, LLC

INCREASED

Shares3,145 from 2,666

Change+479 (+18%)

Value$244.2K (+$21.0K)

Filed 2026-10-23

Strs Ohio

INCREASED

Shares3,100 from 2,200

Change+900 (+41%)

Value$240.7K (+$56.5K)

Filed 2026-10-30

Keybank National Association

INCREASED

Shares3,063 from 3,007

Change+56 (+2%)

Value$237.8K (-$13.9K)

Filed 2026-11-04

Swiss Life Asset Management Ltd

UNCHANGED

Shares3,020 from 3,020

Change0 (0%)

Value$234.5K (-$18.3K)

Filed 2026-11-03

Moss Adams Wealth Advisors LLC

NEW

Shares2,942

Change+2,942

Value$230.3K

Filed 2026-10-28

55 North Private Wealth, LLC

INCREASED

Shares2,878 from 2,745

Change+133 (+5%)

Value$223.5K (-$6.3K)

Filed 2026-10-20

Nichols & Pratt Advisers LLP

UNCHANGED

Shares2,750 from 2,750

Change0 (0%)

Value$217.1K (-$13.2K)

Filed 2026-10-13

Impact Capital Partners LLC

INCREASED

Shares2,737 from 2,601

Change+136 (+5%)

Value$212.5K (-$5.2K)

Filed 2026-10-22

MQS Management LLC

DECREASED

Shares2,645 from 3,524

Change-879 (-25%)

Value$205.4K (-$89.6K)

Filed 2026-11-06

Exchange Traded Concepts, LLC

NEW

Shares2,571

Change+2,571

Value$199.6K

Filed 2026-10-28

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares2,454 from 2,442

Change+12 (+0%)

Value$190.6K (-$13.9K)

Filed 2026-10-27

Flagship Wealth Advisors, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$155.3K (-$12.1K)

Filed 2026-11-03

KBC Group NV

UNCHANGED

Shares1,780 from 1,780

Change0 (0%)

Value$138.0K (-$11.0K)

Filed 2026-10-22

Nykredit A/S

UNCHANGED

Shares1,673 from 1,673

Change0 (0%)

Value$129.9K (-$10.2K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares1,270 from 1,102

Change+168 (+15%)

Value$98.6K (+$6.4K)

Filed 2026-10-08

Sterling Capital Management LLC

DECREASED

Shares941 from 989

Change-48 (-5%)

Value$73.1K (-$9.7K)

Filed 2026-10-22

Cullen T Bankers, Inc.

INCREASED

Shares930 from 785

Change+145 (+18%)

Value$72.2K (+$6.5K)

Filed 2026-10-28

EverSource Wealth Advisors, LLC

INCREASED

Shares707 from 650

Change+57 (+9%)

Value$54.9K (+$481)

Filed 2026-11-04

Assetmark, Inc

INCREASED

Shares650 from 636

Change+14 (+2%)

Value$50.5K (-$2.8K)

Filed 2026-10-21

Trust Co

UNCHANGED

Shares483 from 483

Change0 (0%)

Value$37.5K (-$2.9K)

Filed 2026-10-09

Canton Hathaway, LLC

UNCHANGED

Shares424 from 424

Change0 (0%)

Value$32.9K (-$2.6K)

Filed 2026-10-23

Versant Capital Management, Inc

INCREASED

Shares410 from 401

Change+9 (+2%)

Value$31.8K (-$1.7K)

Filed 2026-10-02

Caitong International Asset Management Co., Ltd

NEW

Shares370

Change+370

Value$28.7K

Filed 2026-10-29

Salomon & Ludwin, LLC

UNCHANGED

Shares358 from 358

Change0 (0%)

Value$27.8K (-$2.6K)

Filed 2026-10-29

Armstrong Advisory Group, Inc

DECREASED

Shares354 from 379

Change-25 (-7%)

Value$27.5K (-$4.2K)

Filed 2026-10-09

Piscataqua Savings Bank

UNCHANGED

Shares342 from 342

Change0 (0%)

Value$26.6K (-$2.1K)

Filed 2026-10-21

UMB Bank, n.a.

INCREASED

Shares314 from 306

Change+8 (+3%)

Value$24.4K (-$1.2K)

Filed 2026-11-06

Cedar Mountain Advisors, LLC

UNCHANGED

Shares298 from 298

Change0 (0%)

Value$23.1K (-$1.8K)

Filed 2026-10-15

Root Financial Partners, LLC

NEW

Shares296

Change+296

Value$23.0K

Filed 2026-10-21

Bare Financial Services, Inc

INCREASED

Shares258 from 242

Change+16 (+7%)

Value$20.0K (-$227)

Filed 2026-11-04

First Horizon Corp

DECREASED

Shares240 from 505

Change-265 (-52%)

Value$18.6K (-$23.6K)

Filed 2026-10-26

SJS Investment Consulting Inc.

DECREASED

Shares224 from 226

Change-2 (-1%)

Value$17.4K (-$1.5K)

Filed 2026-10-26

Mather Group, Llc.

INCREASED

Shares201 from 156

Change+45 (+29%)

Value$15.6K (+$2.5K)

Filed 2026-10-14

Farther Finance Advisors, LLC

DECREASED

Shares191 from 1,558

Change-1,367 (-88%)

Value$14.8K (-$115.6K)

Filed 2026-10-08

Covestor Ltd

DECREASED

Shares186 from 253

Change-67 (-26%)

Value$14 (-$21.0K)

Filed 2026-10-30

Harbor Asset Planning, Inc.

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$12.5K (-$977)

Filed 2026-10-23

Ares Financial Consulting, LLC

UNCHANGED

Shares147 from 147

Change0 (0%)

Value$11.4K (-$892)

Filed 2026-10-19

True Wealth Design, LLC

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$11.3K (-$887)

Filed 2026-10-13

1620 Investment Advisors, Inc.

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$11.1K (-$868)

Filed 2026-11-04

Larson Financial Group LLC

DECREASED

Shares138 from 155

Change-17 (-11%)

Value$10.7K (-$2.3K)

Filed 2026-11-05

WPG Advisers, LLC

UNCHANGED

Shares119 from 119

Change0 (0%)

Value$9.2K (-$723)

Filed 2026-10-27

Allworth Financial LP

UNCHANGED

Shares105 from 105

Change0 (0%)

Value$8.8K ($0)

Filed 2026-11-06

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares86 from 161

Change-75 (-47%)

Value$6.7K (-$6.8K)

Filed 2026-10-05

High Note Wealth, LLC

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$5.6K (-$437)

Filed 2026-10-27

Parkside Financial Bank & Trust

INCREASED

Shares68 from 58

Change+10 (+17%)

Value$5.3K (+$425)

Filed 2026-10-27

Fortitude Family Office, LLC

INCREASED

Shares60 from 56

Change+4 (+7%)

Value$4.7K (-$29)

Filed 2026-10-14

Silver Grove Financial Group, Inc.

INCREASED

Shares59 from 52

Change+7 (+13%)

Value$4.6K (+$230)

Filed 2026-11-05

Essential Partners LLC

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$4.2K (-$328)

Filed 2026-10-14

Provenance Wealth Advisors, LLC

NEW

Shares46

Change+46

Value$3.6K

Filed 2026-10-30

Farmers & Merchants Investments Inc

INCREASED

Shares46 from 27

Change+19 (+70%)

Value$3.6K (+$1.3K)

Filed 2026-10-22

Blue Trust, Inc.

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$3.5K (-$273)

Filed 2026-10-15

JFS Wealth Advisors, LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$3.2K (-$248)

Filed 2026-11-03

Ascentis Wealth Management, LLC

NEW

Shares38

Change+38

Value$3.0K

Filed 2026-11-03

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$2.8K (-$197)

Filed 2026-10-16

GK Wealth Management LLC

NEW

Shares34

Change+34

Value$2.7K

Filed 2026-10-09

Creative Capital Management Investments LLC

INCREASED

Shares34 from 16

Change+18 (+113%)

Value$2.6K (+$1.3K)

Filed 2026-10-28

Private Trust Co NA

INCREASED

Shares25 from 21

Change+4 (+19%)

Value$1.9K (+$183)

Filed 2026-10-20

Private Wealth Management Group, LLC

DECREASED

Shares25 from 27

Change-2 (-7%)

Value$1.9K (-$319)

Filed 2026-10-19

IFP Advisors, Inc

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.9K (-$145)

Filed 2026-10-16

Clearstead Advisors, LLC

DECREASED

Shares21 from 28

Change-7 (-25%)

Value$1.6K (-$714)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.2K (-$91)

Filed 2026-10-20

SBI Securities Co., Ltd.

INCREASED

Shares12 from 2

Change+10 (+500%)

Value$932 (+$765)

Filed 2026-10-22

Spire Wealth Management

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$932 (-$73)

Filed 2026-10-30

Gilpin Wealth Management, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$932 (-$73)

Filed 2026-10-09

Valley National Advisers Inc

NEW

Shares11

Change+11

Value$855

Filed 2026-10-23

Torren Management, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$844 (-$58)

Filed 2026-10-29

Bell Investment Advisors, Inc

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$855 (-$66)

Filed 2026-10-29

Parallel Advisors, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$777 (-$60)

Filed 2026-11-03

Bay Harbor Wealth Management, LLC

INCREASED

Shares9 from 6

Change+3 (+50%)

Value$705 (+$203)

Filed 2026-11-03

Rossby Financial, LCC

DECREASED

Shares8 from 9

Change-1 (-11%)

Value$621 (-$132)

Filed 2026-11-05

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$622 (-$48)

Filed 2026-10-16

Signature Equity Partners, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$544 (-$42)

Filed 2026-10-29

UMB Private Wealth Management, LLC

NEW

Shares5

Change+5

Value$388

Filed 2026-10-19

Signaturefd, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$388 (-$31)

Filed 2026-10-23

Financial Consulate, Inc

NEW

Shares3

Change+3

Value$233

Filed 2026-10-23

DecisionPoint Financial, LLC

INCREASED

Shares3 from 1

Change+2 (+200%)

Value$237 (+$152)

Filed 2026-10-27

Davis Capital Management

DECREASED

Shares2 from 3

Change-1 (-33%)

Value$155 (-$96)

Filed 2026-10-08

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$84 ($0)

Filed 2026-10-30

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$78 (-$6)

Filed 2026-10-15

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 28,993

Change-28,993 (-100%)

Value$0 (-$2.4M)

Filed 2026-10-16

MY Wealth Management Inc.

CLOSED

Shares0 from 10,757

Change-10,757 (-100%)

Value$0 (-$388.0K)

Filed 2026-10-21

Revolve Wealth Partners, LLC

CLOSED

Shares0 from 2,645

Change-2,645 (-100%)

Value$0 (-$221.4K)

Filed 2026-10-23

Tokio Marine Asset Management Co LTD

CLOSED

Shares0 from 927

Change-927 (-100%)

Value$0 (-$77.6K)

Filed 2026-10-26

Fulcrum Asset Management LLP

CLOSED

Shares0 from 88

Change-88 (-100%)

Value$0 (-$7.3K)

Filed 2026-11-04

Creative Financial Designs Inc

CLOSED

Shares0 from 71

Change-71 (-100%)

Value$0 (-$5.9K)

Filed 2026-11-04

Trust Co of Vermont

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$4.0K)

Filed 2026-10-21

Stone House Investment Management, LLC

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-23

Washington Trust Advisors, Inc.

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-22

Bayforest Capital Ltd

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$1.2K)

Filed 2026-11-03

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$586)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 6,979,611

Change-6,979,611 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,273,358

Change-3,273,358 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,645,824

Change-2,645,824 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,171,265

Change-2,171,265 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 1,179,183

Change-1,179,183 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 917,172

Change-917,172 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 733,718

Change-733,718 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 714,013

Change-714,013 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 627,376

Change-627,376 (-100%)

Value—

Norges Bank

N/A

Shares— from 616,226

Change-616,226 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 592,448

Change-592,448 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 556,997

Change-556,997 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 533,209

Change-533,209 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 531,514

Change-531,514 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 500,477

Change-500,477 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 469,098

Change-469,098 (-100%)

Value—

NFJ Investment Group, LLC

N/A

Shares— from 421,384

Change-421,384 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 345,765

Change-345,765 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 333,192

Change-333,192 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 326,056

Change-326,056 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 321,764

Change-321,764 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 295,399

Change-295,399 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 252,173

Change-252,173 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 243,160

Change-243,160 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 200,771

Change-200,771 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 199,371

Change-199,371 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 166,042

Change-166,042 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 160,624

Change-160,624 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 151,545

Change-151,545 (-100%)

Value—

UBS Group AG

N/A

Shares— from 144,721

Change-144,721 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 137,646

Change-137,646 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 129,563

Change-129,563 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 124,040

Change-124,040 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 122,920

Change-122,920 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 120,391

Change-120,391 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 112,026

Change-112,026 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 100,522

Change-100,522 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 97,378

Change-97,378 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 96,081

Change-96,081 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 88,775

Change-88,775 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 87,667

Change-87,667 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 86,698

Change-86,698 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 86,411

Change-86,411 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 85,000

Change-85,000 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 83,191

Change-83,191 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 80,704

Change-80,704 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 73,806

Change-73,806 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 65,348

Change-65,348 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 64,142

Change-64,142 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 63,882

Change-63,882 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 63,582

Change-63,582 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 55,150

Change-55,150 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 54,980

Change-54,980 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 52,329

Change-52,329 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 52,328

Change-52,328 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 51,361

Change-51,361 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 51,316

Change-51,316 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 50,616

Change-50,616 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 49,022

Change-49,022 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 47,423

Change-47,423 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 47,168

Change-47,168 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 46,823

Change-46,823 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 46,190

Change-46,190 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 44,515

Change-44,515 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 44,461

Change-44,461 (-100%)

Value—

Siena Capital Partners GP, LLC

N/A

Shares— from 42,370

Change-42,370 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 41,953

Change-41,953 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 41,015

Change-41,015 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 40,738

Change-40,738 (-100%)

Value—

White Pine Capital LLC

N/A

Shares— from 38,160

Change-38,160 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 37,916

Change-37,916 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 37,572

Change-37,572 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 36,062

Change-36,062 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 28,797

Change-28,797 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 28,548

Change-28,548 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 28,389

Change-28,389 (-100%)

Value—

Spinnaker Trust

N/A

Shares— from 26,835

Change-26,835 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 25,879

Change-25,879 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 23,341

Change-23,341 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 22,600

Change-22,600 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 21,482

Change-21,482 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 20,930

Change-20,930 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 20,746

Change-20,746 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 17,448

Change-17,448 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 17,211

Change-17,211 (-100%)

Value—

Dean Investment Associates, LLC

N/A

Shares— from 17,152

Change-17,152 (-100%)

Value—

Boston Research & Management Inc

N/A

Shares— from 17,011

Change-17,011 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 16,351

Change-16,351 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 15,386

Change-15,386 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 15,132

Change-15,132 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 14,384

Change-14,384 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 14,251

Change-14,251 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,525

Change-13,525 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 13,429

Change-13,429 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 13,104

Change-13,104 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 12,952

Change-12,952 (-100%)

Value—

FMR LLC

N/A

Shares— from 12,651

Change-12,651 (-100%)

Value—

Dean Capital Management

N/A

Shares— from 12,458

Change-12,458 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 12,420

Change-12,420 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 12,245

Change-12,245 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 11,722

Change-11,722 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 11,300

Change-11,300 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 11,095

Change-11,095 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,051

Change-11,051 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 10,942

Change-10,942 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 10,858

Change-10,858 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 10,565

Change-10,565 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 10,288

Change-10,288 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,070

Change-10,070 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 9,128

Change-9,128 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 8,966

Change-8,966 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,938

Change-8,938 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,850

Change-8,850 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 8,634

Change-8,634 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 7,518

Change-7,518 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 7,433

Change-7,433 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 7,199

Change-7,199 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 7,034

Change-7,034 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 6,497

Change-6,497 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 6,480

Change-6,480 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 6,456

Change-6,456 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 6,105

Change-6,105 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 6,095

Change-6,095 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 6,009

Change-6,009 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 5,931

Change-5,931 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 5,657

Change-5,657 (-100%)

Value—

&partners

N/A

Shares— from 5,606

Change-5,606 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,412

Change-5,412 (-100%)

Value—

Commerce Bank

N/A

Shares— from 5,218

Change-5,218 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 5,038

Change-5,038 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,607

Change-4,607 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,574

Change-4,574 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,454

Change-4,454 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 4,345

Change-4,345 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,086

Change-4,086 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 3,984

Change-3,984 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 3,965

Change-3,965 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 3,743

Change-3,743 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,712

Change-3,712 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 3,364

Change-3,364 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,275

Change-3,275 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 3,238

Change-3,238 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 3,195

Change-3,195 (-100%)

Value—

Bollard Group LLC

N/A

Shares— from 3,055

Change-3,055 (-100%)

Value—

Blair William & Co

N/A

Shares— from 3,030

Change-3,030 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 2,967

Change-2,967 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 2,705

Change-2,705 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 2,595

Change-2,595 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 2,567

Change-2,567 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,554

Change-2,554 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,519

Change-2,519 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 2,444

Change-2,444 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,410

Change-2,410 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 2,405

Change-2,405 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 2,239

Change-2,239 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,175

Change-2,175 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,048

Change-2,048 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1,944

Change-1,944 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,932

Change-1,932 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 1,744

Change-1,744 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,655

Change-1,655 (-100%)

Value—

S&T Bank

N/A

Shares— from 631

Change-631 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 574

Change-574 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 565

Change-565 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 539

Change-539 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 536

Change-536 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 504

Change-504 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 437

Change-437 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 334

Change-334 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 302

Change-302 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 249

Change-249 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 200

Change-200 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 188

Change-188 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 159

Change-159 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 131

Change-131 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 128

Change-128 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 100

Change-100 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 71

Change-71 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

Quarry LP

N/A

Shares— from 69

Change-69 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 42

Change-42 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 28

Change-28 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,692,388	2,633,640	+58,748	+2%	$220.5M	$209.1M	-$11.4M	2026-11-04
Geode Capital Management, LLC	INCREASED	1,460,222	1,440,396	+19,826	+1%	$120.6M	$113.4M	-$7.2M	2026-11-06
Rockland Trust Co	DECREASED	1,389,563	1,427,951	-38,388	-3%	$119.5M	$107.9M	-$11.6M	2026-10-05
Channing Capital Management, LLC	DECREASED	913,220	953,435	-40,215	-4%	$79.8M	$70.9M	-$8.9M	2026-11-02
Reinhart Partners, Llc.	DECREASED	638,976	657,871	-18,895	-3%	$55.1M	$49.6M	-$5.5M	2026-10-09
Bank of New York Mellon Corp	DECREASED	487,710	492,923	-5,213	-1%	$41.3M	$37.9M	-$3.4M	2026-11-05
Principal Financial Group Inc	INCREASED	339,688	233,580	+106,108	+45%	$19.6M	$26.4M	+$6.8M	2026-11-02
Leeward Investments, LLC - MA	DECREASED	245,922	260,345	-14,423	-6%	$21.8M	$19.1M	-$2.7M	2026-10-23
ProShare Advisors LLC	INCREASED	121,950	88,493	+33,457	+38%	$7.4M	$9.5M	+$2.1M	2026-10-29
Moody Aldrich Partners LLC	INCREASED	118,716	114,219	+4,497	+4%	$9.6M	$9.2M	-$344.1K	2026-10-27
Russell Investments Group, Ltd.	DECREASED	116,145	136,208	-20,063	-15%	$11.4M	$9.0M	-$2.4M	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	99,713	98,821	+892	+1%	$8.3M	$7.7M	-$530.6K	2026-11-02
Foster Dykema Cabot & Partners, LLC	UNCHANGED	82,067	82,067	0	0%	$6.9M	$6.4M	-$498.1K	2026-10-30
Crestwood Advisors Group, LLC	DECREASED	80,482	80,524	-42	0%	$6.7M	$6.2M	-$492.0K	2026-10-27
Fisher Asset Management, LLC	DECREASED	53,390	98,830	-45,440	-46%	$8.3M	$4.1M	-$4.1M	2026-11-06
Howland Capital Management LLC	UNCHANGED	49,800	49,800	0	0%	$4.2M	$3.9M	-$302.3K	2026-10-22
Deutsche Bank Ag\	DECREASED	46,783	50,988	-4,205	-8%	$4.3M	$3.6M	-$636.0K	2026-11-06
Thrivent Financial for Lutherans	INCREASED	42,313	32,132	+10,181	+32%	$2.7M	$3.3M	+$595.0K	2026-11-05
Isthmus Partners, LLC	INCREASED	42,190	42,060	+130	+0%	$3.5M	$3.3M	-$245.2K	2026-10-21
Deprince Race & Zollo Inc	DECREASED	41,617	379,723	-338,106	-89%	$31.8M	$3.2M	-$28.6M	2026-10-13
Barclays PLC	INCREASED	39,870	19,684	+20,186	+103%	$1.6M	$3.1M	+$1.4M	2026-11-06
GHP Investment Advisors, Inc.	INCREASED	36,557	36,112	+445	+1%	$3.0M	$2.8M	-$184.7K	2026-10-15
New York State Teachers Retirement System	INCREASED	36,191	35,169	+1,022	+3%	$2.9M	$2.8M	-$134.0K	2026-10-22
Polaris Capital Management, LLC	UNCHANGED	35,239	35,239	0	0%	$3.0M	$2.7M	-$213.9K	2026-10-21
Citigroup Inc	DECREASED	35,158	51,005	-15,847	-31%	$4.3M	$2.7M	-$1.5M	2026-11-04
Moors & Cabot, Inc.	DECREASED	33,834	34,369	-535	-2%	$2.9M	$2.6M	-$250.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	33,831	23,865	+9,966	+42%	$2.0M	$2.6M	+$611.3K	2026-10-13
Harbor Capital Advisors, Inc.	INCREASED	33,090	30,537	+2,553	+8%	$2.6M	$2.6M	+$12.0K	2026-10-22
Hennessy Advisors Inc	DECREASED	32,000	34,000	-2,000	-6%	$2.8M	$2.5M	-$361.7K	2026-10-28
Wedge Capital Management L L P	NEW	28,279	—	+28,279	—	—	$2.2M	—	2026-10-13
71 West Capital Partners	UNCHANGED	24,953	24,953	0	0%	$2.1M	$1.9M	-$151.5K	2026-11-04
LPL Financial LLC	INCREASED	24,446	23,637	+809	+3%	$2.0M	$1.9M	-$80.7K	2026-11-06
Illinois Municipal Retirement Fund	DECREASED	24,441	25,444	-1,003	-4%	$2.1M	$1.9M	-$232.3K	2026-11-05
Eastern Bank	DECREASED	23,173	24,925	-1,752	-7%	$2.1M	$1.8M	-$287.3K	2026-10-05
Stablepoint Partners, LLC	DECREASED	23,097	23,311	-214	-1%	$2.0M	$1.8M	-$158.1K	2026-11-03
Carl P. Sherr & Co., LLC	INCREASED	21,131	21,087	+44	+0%	$1.8M	$1.6M	-$124.6K	2026-11-06
Kelly Financial Services LLC	INCREASED	20,777	20,771	+6	+0%	$1.7M	$1.6M	-$125.6K	2026-10-20
Louisiana State Employees Retirement System	DECREASED	20,200	21,200	-1,000	-5%	$1.8M	$1.6M	-$206.3K	2026-10-20
State of New Jersey Common Pension Fund D	DECREASED	20,071	25,229	-5,158	-20%	$2.1M	$1.6M	-$553.7K	2026-11-05
Excalibur Management Corp	UNCHANGED	19,200	19,200	0	0%	$1.6M	$1.5M	-$116.5K	2026-11-02
Rosenthal \| Henry Capital Advisors, Inc.	INCREASED	18,500	1,500	+17,000	+1133%	$125.6K	$1.4M	+$1.3M	2026-10-27
Fifth Third Bancorp	INCREASED	16,128	11,919	+4,209	+35%	$997.8K	$1.3M	+$254.5K	2026-11-05
Aries Wealth Management	UNCHANGED	14,872	14,872	0	0%	$1.2M	$1.2M	-$90.3K	2026-10-23
Arizona State Retirement System	INCREASED	13,611	13,403	+208	+2%	$1.1M	$1.1M	-$65.2K	2026-11-03
William John Sempolinski	DECREASED	12,939	14,689	-1,750	-12%	$1.2M	$1.0M	-$225.1K	2026-10-20
New England Research & Management, Inc.	UNCHANGED	12,730	12,730	0	0%	$1.1M	$988.4K	-$77.3K	2026-10-16
Amalgamated Bank	DECREASED	12,326	13,003	-677	-5%	$1.1M	$957.0K	-$132.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	12,068	13,009	-941	-7%	$1.1M	$937.1K	-$152.0K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	11,161	11,460	-299	-3%	$959.4K	$866.7K	-$92.8K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	10,636	10,985	-349	-3%	$919.7K	$825.9K	-$93.8K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	10,510	7,029	+3,481	+50%	$588.5K	$816.1K	+$227.6K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	9,824	17,696	-7,872	-44%	$1.5M	$761	-$1.5M	2026-10-15
Alliance Private Wealth, LLC	UNCHANGED	9,238	9,238	0	0%	$773.4K	$717.3K	-$56.1K	2026-10-20
Amundi	INCREASED	9,017	8,337	+680	+8%	$698.0K	$700.2K	+$2.2K	2026-11-06
Jefferies Financial Group Inc.	INCREASED	8,100	4,138	+3,962	+96%	$346.4K	$629.0K	+$282.5K	2026-11-05
Great Lakes Advisors, LLC	DECREASED	7,796	16,137	-8,341	-52%	$1.4M	$605.4K	-$745.6K	2026-11-06
Pictet Asset Management Holding SA	DECREASED	7,649	8,241	-592	-7%	$689.9K	$593.9K	-$96.0K	2026-11-03
PNC Financial Services Group, Inc.	DECREASED	6,701	7,018	-317	-5%	$587.5K	$520.3K	-$67.2K	2026-11-06
Oppenheimer Asset Management Inc.	INCREASED	6,446	6,284	+162	+3%	$526.1K	$500.5K	-$25.6K	2026-10-27
Cambridge Investment Research Advisors, Inc.	INCREASED	6,389	6,386	+3	+0%	$535.0K	$496.0K	-$39.0K	2026-11-02
Beese Fulmer Investment Management, Inc.	INCREASED	6,332	6,302	+30	+0%	$527.6K	$495.8K	-$31.8K	2026-10-23
Atria Investments, Inc	DECREASED	6,327	6,585	-258	-4%	$551.3K	$491.3K	-$59.9K	2026-10-15
Nisa Investment Advisors, LLC	INCREASED	5,958	5,943	+15	+0%	$501.4K	$466.5K	-$34.9K	2026-10-20
Independence Financial Advisors, LLC	INCREASED	5,769	5,734	+35	+1%	$480.0K	$448.0K	-$32.1K	2026-10-08
US Bancorp \de\	INCREASED	5,681	5,388	+293	+5%	$451.1K	$441.1K	-$10.0K	2026-11-05
Mutual of America Capital Management LLC	DECREASED	5,406	5,536	-130	-2%	$463.5K	$419.8K	-$43.7K	2026-10-23
Xponance LLC	DECREASED	4,690	4,903	-213	-4%	$410.5K	$364.2K	-$46.3K	2026-11-03
Savant Capital, LLC	INCREASED	4,617	3,605	+1,012	+28%	$301.9K	$358.5K	+$56.6K	2026-11-06
Creative Planning	INCREASED	4,480	4,204	+276	+7%	$351.9K	$347.9K	-$4.1K	2026-11-02
BridgePort Financial Solutions, LLC	DECREASED	4,386	4,391	-5	0%	$367.6K	$340.6K	-$27.0K	2026-11-02
Cabot Wealth Management Inc	UNCHANGED	4,384	4,384	0	0%	$367.0K	$340.4K	-$26.6K	2026-11-05
Two Point Capital Management, Inc.	DECREASED	4,234	5,184	-950	-18%	$434.0K	$328.8K	-$105.2K	2026-10-16
Teza Capital Management LLC	INCREASED	4,089	3,205	+884	+28%	$268.3K	$317.5K	+$49.2K	2026-10-23
Plimoth Trust Co LLC	DECREASED	4,085	6,105	-2,020	-33%	$511.1K	$317.2K	-$193.9K	2026-10-26
Abel Hall, LLC	INCREASED	3,834	3,806	+28	+1%	$318.6K	$297.7K	-$20.9K	2026-10-19
Salzhauer Michael	UNCHANGED	3,462	3,462	0	0%	$289.8K	$268.8K	-$21.0K	2026-10-28
Profund Advisors LLC	DECREASED	3,308	3,707	-399	-11%	$310.4K	$256.9K	-$53.5K	2026-10-29
Virginia Retirement Systems ET Al	DECREASED	3,200	14,400	-11,200	-78%	$1.2M	$248.5K	-$957.1K	2026-10-28
CIBC Asset Management Inc	DECREASED	3,153	3,172	-19	-1%	$265.6K	$244.8K	-$20.7K	2026-11-05
HB Wealth Management, LLC	INCREASED	3,145	2,666	+479	+18%	$223.2K	$244.2K	+$21.0K	2026-10-23
Strs Ohio	INCREASED	3,100	2,200	+900	+41%	$184.2K	$240.7K	+$56.5K	2026-10-30
Keybank National Association	INCREASED	3,063	3,007	+56	+2%	$251.7K	$237.8K	-$13.9K	2026-11-04
Swiss Life Asset Management Ltd	UNCHANGED	3,020	3,020	0	0%	$252.8K	$234.5K	-$18.3K	2026-11-03
Moss Adams Wealth Advisors LLC	NEW	2,942	—	+2,942	—	—	$230.3K	—	2026-10-28
55 North Private Wealth, LLC	INCREASED	2,878	2,745	+133	+5%	$229.8K	$223.5K	-$6.3K	2026-10-20
Nichols & Pratt Advisers LLP	UNCHANGED	2,750	2,750	0	0%	$230.2K	$217.1K	-$13.2K	2026-10-13
Impact Capital Partners LLC	INCREASED	2,737	2,601	+136	+5%	$217.8K	$212.5K	-$5.2K	2026-10-22
MQS Management LLC	DECREASED	2,645	3,524	-879	-25%	$295.0K	$205.4K	-$89.6K	2026-11-06
Exchange Traded Concepts, LLC	NEW	2,571	—	+2,571	—	—	$199.6K	—	2026-10-28
Pinnacle Wealth Planning Services, Inc.	INCREASED	2,454	2,442	+12	+0%	$204.4K	$190.6K	-$13.9K	2026-10-27
Flagship Wealth Advisors, LLC	UNCHANGED	2,000	2,000	0	0%	$167.4K	$155.3K	-$12.1K	2026-11-03
KBC Group NV	UNCHANGED	1,780	1,780	0	0%	$149.0K	$138.0K	-$11.0K	2026-10-22
Nykredit A/S	UNCHANGED	1,673	1,673	0	0%	$140.1K	$129.9K	-$10.2K	2026-11-06
Gamma Investing LLC	INCREASED	1,270	1,102	+168	+15%	$92.3K	$98.6K	+$6.4K	2026-10-08
Sterling Capital Management LLC	DECREASED	941	989	-48	-5%	$82.8K	$73.1K	-$9.7K	2026-10-22
Cullen T Bankers, Inc.	INCREASED	930	785	+145	+18%	$65.7K	$72.2K	+$6.5K	2026-10-28
EverSource Wealth Advisors, LLC	INCREASED	707	650	+57	+9%	$54.4K	$54.9K	+$481	2026-11-04
Assetmark, Inc	INCREASED	650	636	+14	+2%	$53.2K	$50.5K	-$2.8K	2026-10-21
Trust Co	UNCHANGED	483	483	0	0%	$40.4K	$37.5K	-$2.9K	2026-10-09
Canton Hathaway, LLC	UNCHANGED	424	424	0	0%	$35.5K	$32.9K	-$2.6K	2026-10-23
Versant Capital Management, Inc	INCREASED	410	401	+9	+2%	$33.6K	$31.8K	-$1.7K	2026-10-02
Caitong International Asset Management Co., Ltd	NEW	370	—	+370	—	—	$28.7K	—	2026-10-29
Salomon & Ludwin, LLC	UNCHANGED	358	358	0	0%	$30.4K	$27.8K	-$2.6K	2026-10-29
Armstrong Advisory Group, Inc	DECREASED	354	379	-25	-7%	$31.7K	$27.5K	-$4.2K	2026-10-09
Piscataqua Savings Bank	UNCHANGED	342	342	0	0%	$28.6K	$26.6K	-$2.1K	2026-10-21
UMB Bank, n.a.	INCREASED	314	306	+8	+3%	$25.6K	$24.4K	-$1.2K	2026-11-06
Cedar Mountain Advisors, LLC	UNCHANGED	298	298	0	0%	$24.9K	$23.1K	-$1.8K	2026-10-15
Root Financial Partners, LLC	NEW	296	—	+296	—	—	$23.0K	—	2026-10-21
Bare Financial Services, Inc	INCREASED	258	242	+16	+7%	$20.3K	$20.0K	-$227	2026-11-04
First Horizon Corp	DECREASED	240	505	-265	-52%	$42.3K	$18.6K	-$23.6K	2026-10-26
SJS Investment Consulting Inc.	DECREASED	224	226	-2	-1%	$18.9K	$17.4K	-$1.5K	2026-10-26
Mather Group, Llc.	INCREASED	201	156	+45	+29%	$13.1K	$15.6K	+$2.5K	2026-10-14
Farther Finance Advisors, LLC	DECREASED	191	1,558	-1,367	-88%	$130.4K	$14.8K	-$115.6K	2026-10-08
Covestor Ltd	DECREASED	186	253	-67	-26%	$21.0K	$14	-$21.0K	2026-10-30
Harbor Asset Planning, Inc.	UNCHANGED	161	161	0	0%	$13.5K	$12.5K	-$977	2026-10-23
Ares Financial Consulting, LLC	UNCHANGED	147	147	0	0%	$12.3K	$11.4K	-$892	2026-10-19
True Wealth Design, LLC	UNCHANGED	146	146	0	0%	$12.2K	$11.3K	-$887	2026-10-13
1620 Investment Advisors, Inc.	UNCHANGED	143	143	0	0%	$12.0K	$11.1K	-$868	2026-11-04
Larson Financial Group LLC	DECREASED	138	155	-17	-11%	$13.0K	$10.7K	-$2.3K	2026-11-05
WPG Advisers, LLC	UNCHANGED	119	119	0	0%	$10.0K	$9.2K	-$723	2026-10-27
Allworth Financial LP	UNCHANGED	105	105	0	0%	$8.8K	$8.8K	$0	2026-11-06
MassMutual Private Wealth & Trust, FSB	DECREASED	86	161	-75	-47%	$13.5K	$6.7K	-$6.8K	2026-10-05
High Note Wealth, LLC	UNCHANGED	72	72	0	0%	$6.0K	$5.6K	-$437	2026-10-27
Parkside Financial Bank & Trust	INCREASED	68	58	+10	+17%	$4.9K	$5.3K	+$425	2026-10-27
Fortitude Family Office, LLC	INCREASED	60	56	+4	+7%	$4.7K	$4.7K	-$29	2026-10-14
Silver Grove Financial Group, Inc.	INCREASED	59	52	+7	+13%	$4.4K	$4.6K	+$230	2026-11-05
Essential Partners LLC	UNCHANGED	54	54	0	0%	$4.5K	$4.2K	-$328	2026-10-14
Provenance Wealth Advisors, LLC	NEW	46	—	+46	—	—	$3.6K	—	2026-10-30
Farmers & Merchants Investments Inc	INCREASED	46	27	+19	+70%	$2.3K	$3.6K	+$1.3K	2026-10-22
Blue Trust, Inc.	UNCHANGED	45	45	0	0%	$3.8K	$3.5K	-$273	2026-10-15
JFS Wealth Advisors, LLC	UNCHANGED	41	41	0	0%	$3.4K	$3.2K	-$248	2026-11-03
Ascentis Wealth Management, LLC	NEW	38	—	+38	—	—	$3.0K	—	2026-11-03
Pension & Wealth Management Advisors, Inc.	UNCHANGED	36	36	0	0%	$3.0K	$2.8K	-$197	2026-10-16
GK Wealth Management LLC	NEW	34	—	+34	—	—	$2.7K	—	2026-10-09
Creative Capital Management Investments LLC	INCREASED	34	16	+18	+113%	$1.3K	$2.6K	+$1.3K	2026-10-28
Private Trust Co NA	INCREASED	25	21	+4	+19%	$1.8K	$1.9K	+$183	2026-10-20
Private Wealth Management Group, LLC	DECREASED	25	27	-2	-7%	$2.3K	$1.9K	-$319	2026-10-19
IFP Advisors, Inc	UNCHANGED	24	24	0	0%	$2.0K	$1.9K	-$145	2026-10-16
Clearstead Advisors, LLC	DECREASED	21	28	-7	-25%	$2.3K	$1.6K	-$714	2026-11-06
Physician Wealth Advisors, Inc.	UNCHANGED	15	15	0	0%	$1.3K	$1.2K	-$91	2026-10-20
SBI Securities Co., Ltd.	INCREASED	12	2	+10	+500%	$167	$932	+$765	2026-10-22
Spire Wealth Management	UNCHANGED	12	12	0	0%	$1.0K	$932	-$73	2026-10-30
Gilpin Wealth Management, LLC	UNCHANGED	12	12	0	0%	$1.0K	$932	-$73	2026-10-09
Valley National Advisers Inc	NEW	11	—	+11	—	—	$855	—	2026-10-23
Torren Management, LLC	UNCHANGED	11	11	0	0%	$902	$844	-$58	2026-10-29
Bell Investment Advisors, Inc	UNCHANGED	11	11	0	0%	$921	$855	-$66	2026-10-29
Parallel Advisors, LLC	UNCHANGED	10	10	0	0%	$837	$777	-$60	2026-11-03
Bay Harbor Wealth Management, LLC	INCREASED	9	6	+3	+50%	$502	$705	+$203	2026-11-03
Rossby Financial, LCC	DECREASED	8	9	-1	-11%	$753	$621	-$132	2026-11-05
DiNuzzo Private Wealth, Inc.	UNCHANGED	8	8	0	0%	$670	$622	-$48	2026-10-16
Signature Equity Partners, LLC	UNCHANGED	7	7	0	0%	$586	$544	-$42	2026-10-29
UMB Private Wealth Management, LLC	NEW	5	—	+5	—	—	$388	—	2026-10-19
Signaturefd, LLC	UNCHANGED	5	5	0	0%	$419	$388	-$31	2026-10-23
Financial Consulate, Inc	NEW	3	—	+3	—	—	$233	—	2026-10-23
DecisionPoint Financial, LLC	INCREASED	3	1	+2	+200%	$85	$237	+$152	2026-10-27
Davis Capital Management	DECREASED	2	3	-1	-33%	$251	$155	-$96	2026-10-08
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$84	$84	$0	2026-10-30
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$84	$78	-$6	2026-10-15
Y-Intercept (Hong Kong) Ltd	CLOSED	0	28,993	-28,993	-100%	$2.4M	$0	-$2.4M	2026-10-16
MY Wealth Management Inc.	CLOSED	0	10,757	-10,757	-100%	$388.0K	$0	-$388.0K	2026-10-21
Revolve Wealth Partners, LLC	CLOSED	0	2,645	-2,645	-100%	$221.4K	$0	-$221.4K	2026-10-23
Tokio Marine Asset Management Co LTD	CLOSED	0	927	-927	-100%	$77.6K	$0	-$77.6K	2026-10-26
Fulcrum Asset Management LLP	CLOSED	0	88	-88	-100%	$7.3K	$0	-$7.3K	2026-11-04
Creative Financial Designs Inc	CLOSED	0	71	-71	-100%	$5.9K	$0	-$5.9K	2026-11-04
Trust Co of Vermont	CLOSED	0	48	-48	-100%	$4.0K	$0	-$4.0K	2026-10-21
Stone House Investment Management, LLC	CLOSED	0	19	-19	-100%	$1.6K	$0	-$1.6K	2026-10-23
Washington Trust Advisors, Inc.	CLOSED	0	19	-19	-100%	$1.6K	$0	-$1.6K	2026-10-22
Bayforest Capital Ltd	CLOSED	0	14	-14	-100%	$1.2K	$0	-$1.2K	2026-11-03
Plante Moran Financial Advisors, LLC	CLOSED	0	7	-7	-100%	$586	$0	-$586	2026-11-04
Navigoe, LLC	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	6,979,611	-6,979,611	-100%	$584.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,273,358	-3,273,358	-100%	$274.0M	—	—	—
State Street Corp	N/A	—	2,645,824	-2,645,824	-100%	$223.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,171,265	-2,171,265	-100%	$181.8M	—	—	—
Alliancebernstein L.P.	N/A	—	1,179,183	-1,179,183	-100%	$88.7M	—	—	—
Nomura Asset Management International Inc.	N/A	—	917,172	-917,172	-100%	$76.8M	—	—	—
Citadel Advisors LLC	N/A	—	733,718	-733,718	-100%	$61.4M	—	—	—
Morgan Stanley	N/A	—	714,013	-714,013	-100%	$59.8M	—	—	—
Verition Fund Management LLC	N/A	—	627,376	-627,376	-100%	$52.5M	—	—	—
Norges Bank	N/A	—	616,226	-616,226	-100%	$51.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	592,448	-592,448	-100%	$49.6M	—	—	—
Northern Trust Corp	N/A	—	556,997	-556,997	-100%	$46.6M	—	—	—
Bank of America Corp	N/A	—	533,209	-533,209	-100%	$44.6M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	531,514	-531,514	-100%	$44.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	500,477	-500,477	-100%	$41.9M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	469,098	-469,098	-100%	$39.3M	—	—	—
NFJ Investment Group, LLC	N/A	—	421,384	-421,384	-100%	$35.3M	—	—	—
GW&K Investment Management, LLC	N/A	—	345,765	-345,765	-100%	$28.9M	—	—	—
Bessemer Group Inc	N/A	—	333,192	-333,192	-100%	$27.9M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	326,056	-326,056	-100%	$27.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	321,764	-321,764	-100%	$26.9M	—	—	—
New York State Common Retirement Fund	N/A	—	295,399	-295,399	-100%	$24.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	252,173	-252,173	-100%	$21.1M	—	—	—
Victory Capital Management Inc	N/A	—	243,160	-243,160	-100%	$20.4M	—	—	—
Bridgewater Associates, LP	N/A	—	200,771	-200,771	-100%	$16.8M	—	—	—
Invesco Ltd.	N/A	—	199,371	-199,371	-100%	$16.7M	—	—	—
Public Sector Pension Investment Board	N/A	—	166,042	-166,042	-100%	$13.9M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	160,624	-160,624	-100%	$13.4M	—	—	—
SG Americas Securities, LLC	N/A	—	151,545	-151,545	-100%	$12.7M	—	—	—
UBS Group AG	N/A	—	144,721	-144,721	-100%	$12.1M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	137,646	-137,646	-100%	$11.5M	—	—	—
Prudential Financial Inc	N/A	—	129,563	-129,563	-100%	$10.8M	—	—	—
Raymond James Financial Inc	N/A	—	124,040	-124,040	-100%	$10.4M	—	—	—
Rhumbline Advisers	N/A	—	122,920	-122,920	-100%	$10.3M	—	—	—
Nuveen, LLC	N/A	—	120,391	-120,391	-100%	$10.1M	—	—	—
Legal & General Group Plc	N/A	—	112,026	-112,026	-100%	$9.4M	—	—	—
CIBC World Market Inc.	N/A	—	100,522	-100,522	-100%	$8.4M	—	—	—
Swiss National Bank	N/A	—	97,378	-97,378	-100%	$8.2M	—	—	—
American Century Companies Inc	N/A	—	96,081	-96,081	-100%	$8.0M	—	—	—
Ameriprise Financial Inc	N/A	—	88,775	-88,775	-100%	$7.4M	—	—	—
JPMorgan Chase & Co	N/A	—	87,667	-87,667	-100%	$7.5M	—	—	—
Edgestream Partners, L.P.	N/A	—	86,698	-86,698	-100%	$7.3M	—	—	—
UBS Asset Management Americas LLC	N/A	—	86,411	-86,411	-100%	$7.2M	—	—	—
Maltese Capital Management LLC	N/A	—	85,000	-85,000	-100%	$7.1M	—	—	—
HSBC Holdings PLC	N/A	—	83,191	-83,191	-100%	$7.0M	—	—	—
California Public Employees Retirement System	N/A	—	80,704	-80,704	-100%	$6.8M	—	—	—
AQR Capital Management LLC	N/A	—	73,806	-73,806	-100%	$6.2M	—	—	—
Cerity Partners LLC	N/A	—	65,348	-65,348	-100%	$5.5M	—	—	—
Zacks Investment Management	N/A	—	64,142	-64,142	-100%	$5.4M	—	—	—
Franklin Resources Inc	N/A	—	63,882	-63,882	-100%	$5.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	63,582	-63,582	-100%	$5.3M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	55,150	-55,150	-100%	$4.6M	—	—	—
California State Teachers Retirement System	N/A	—	54,980	-54,980	-100%	$4.6M	—	—	—
World Investment Advisors	N/A	—	52,329	-52,329	-100%	$3.9M	—	—	—
State of Wisconsin Investment Board	N/A	—	52,328	-52,328	-100%	$4.4M	—	—	—
Renaissance Technologies LLC	N/A	—	51,361	-51,361	-100%	$4.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	51,316	-51,316	-100%	$4.3M	—	—	—
Tudor Investment Corp ET AL	N/A	—	50,616	-50,616	-100%	$4.2M	—	—	—
Brown Advisory Inc	N/A	—	49,022	-49,022	-100%	$4.1M	—	—	—
SEI Investments Co	N/A	—	47,423	-47,423	-100%	$4.0M	—	—	—
Canada Life Assurance Co	N/A	—	47,168	-47,168	-100%	$3.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	46,823	-46,823	-100%	$3.9M	—	—	—
Two Sigma Investments, LP	N/A	—	46,190	-46,190	-100%	$3.9M	—	—	—
Wells Fargo & Company	N/A	—	44,515	-44,515	-100%	$3.7M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	44,461	-44,461	-100%	$3.7M	—	—	—
Siena Capital Partners GP, LLC	N/A	—	42,370	-42,370	-100%	$3.5M	—	—	—
XTX Topco Ltd	N/A	—	41,953	-41,953	-100%	$3.5M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	41,015	-41,015	-100%	$3.4M	—	—	—
First Trust Advisors LP	N/A	—	40,738	-40,738	-100%	$3.4M	—	—	—
White Pine Capital LLC	N/A	—	38,160	-38,160	-100%	$3.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	37,916	-37,916	-100%	$3.2M	—	—	—
Pathstone Holdings, LLC	N/A	—	37,572	-37,572	-100%	$3.1M	—	—	—
Captrust Financial Advisors	N/A	—	36,062	-36,062	-100%	$3.0M	—	—	—
RBF Capital, LLC	N/A	—	30,000	-30,000	-100%	$2.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	28,797	-28,797	-100%	$2.4M	—	—	—
MetLife Investment Management, LLC	N/A	—	28,548	-28,548	-100%	$2.4M	—	—	—
Rafferty Asset Management, LLC	N/A	—	28,389	-28,389	-100%	$2.4M	—	—	—
Spinnaker Trust	N/A	—	26,835	-26,835	-100%	$2.2M	—	—	—
Glenmede Trust Co NA	N/A	—	25,879	-25,879	-100%	$2.2M	—	—	—
Natixis Advisors, LLC	N/A	—	23,341	-23,341	-100%	$2.0M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	22,600	-22,600	-100%	$1.9M	—	—	—
Jupiter Topco LLC	N/A	—	21,482	-21,482	-100%	$1.8M	—	—	—
HighTower Advisors, LLC	N/A	—	20,930	-20,930	-100%	$1.8M	—	—	—
BNP Paribas Financial Markets	N/A	—	20,746	-20,746	-100%	$1.7M	—	—	—
Squarepoint Ops LLC	N/A	—	17,448	-17,448	-100%	$1.5M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	17,211	-17,211	-100%	$1.4M	—	—	—
Dean Investment Associates, LLC	N/A	—	17,152	-17,152	-100%	$1.4M	—	—	—
Boston Research & Management Inc	N/A	—	17,011	-17,011	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	16,351	-16,351	-100%	$1.4M	—	—	—
Brown Brothers Harriman & Co	N/A	—	15,386	-15,386	-100%	$1.3M	—	—	—
Lazard Asset Management LLC	N/A	—	15,132	-15,132	-100%	$1.3M	—	—	—
Meeder Asset Management Inc	N/A	—	14,384	-14,384	-100%	$1.2M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	14,251	-14,251	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	13,525	-13,525	-100%	$1.1M	—	—	—
Handelsbanken Fonder AB	N/A	—	13,429	-13,429	-100%	$1.1K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	13,104	-13,104	-100%	$1.1M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	12,952	-12,952	-100%	$1.1M	—	—	—
FMR LLC	N/A	—	12,651	-12,651	-100%	$1.1M	—	—	—
Dean Capital Management	N/A	—	12,458	-12,458	-100%	$1.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	12,420	-12,420	-100%	$1.0M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	12,245	-12,245	-100%	$1.0M	—	—	—
Cresset Asset Management, LLC	N/A	—	11,722	-11,722	-100%	$988.9K	—	—	—
Marshall Wace, LLP	N/A	—	11,300	-11,300	-100%	$946.0K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	11,095	-11,095	-100%	$928.9K	—	—	—
Focus Partners Wealth	N/A	—	11,051	-11,051	-100%	$925.6K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	10,942	-10,942	-100%	$922.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	10,858	-10,858	-100%	$909.0K	—	—	—
Intech Investment Management LLC	N/A	—	10,565	-10,565	-100%	$884.5K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	10,288	-10,288	-100%	$861.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,070	-10,070	-100%	$843.0K	—	—	—
Voya Investment Management LLC	N/A	—	9,128	-9,128	-100%	$764.2K	—	—	—
Atom Investors LP	N/A	—	8,966	-8,966	-100%	$750.6K	—	—	—
Mariner, LLC	N/A	—	8,938	-8,938	-100%	$748.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,850	-8,850	-100%	$740.9K	—	—	—
Panagora Asset Management Inc	N/A	—	8,634	-8,634	-100%	$722.8K	—	—	—
Sachetta, LLC	N/A	—	7,518	-7,518	-100%	$629.4K	—	—	—
Mendon Capital Advisors Corp	N/A	—	7,500	-7,500	-100%	$627.9K	—	—	—
Mirabella Financial Services LLP	N/A	—	7,433	-7,433	-100%	$622.3K	—	—	—
Voloridge Investment Management, LLC	N/A	—	7,199	-7,199	-100%	$602.7K	—	—	—
Brevan Howard Capital Management LP	N/A	—	7,034	-7,034	-100%	$588.9K	—	—	—
Legato Capital Management LLC	N/A	—	6,497	-6,497	-100%	$543.9K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	6,480	-6,480	-100%	$542.5K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	6,456	-6,456	-100%	$540.5K	—	—	—
EP Wealth Advisors, LLC	N/A	—	6,105	-6,105	-100%	$511.1K	—	—	—
DRW Securities, LLC	N/A	—	6,095	-6,095	-100%	$510.3K	—	—	—
Neuberger Berman Group LLC	N/A	—	6,009	-6,009	-100%	$503.1K	—	—	—
Jain Global LLC	N/A	—	5,931	-5,931	-100%	$496.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	5,657	-5,657	-100%	$473.6K	—	—	—
&partners	N/A	—	5,606	-5,606	-100%	$469.3K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,412	-5,412	-100%	$453.0K	—	—	—
Commerce Bank	N/A	—	5,218	-5,218	-100%	$436.9K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	5,038	-5,038	-100%	$421.8K	—	—	—
MML Investors Services, LLC	N/A	—	4,607	-4,607	-100%	$385.7K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,574	-4,574	-100%	$382.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,454	-4,454	-100%	$372.9K	—	—	—
Tidal Investments LLC	N/A	—	4,345	-4,345	-100%	$363.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,086	-4,086	-100%	$342.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	3,984	-3,984	-100%	$333.5K	—	—	—
SIT Investment Associates Inc	N/A	—	3,965	-3,965	-100%	$332.0K	—	—	—
Millennium Management LLC	N/A	—	3,743	-3,743	-100%	$313.4K	—	—	—
Bank of Montreal	N/A	—	3,712	-3,712	-100%	$310.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	3,364	-3,364	-100%	$281.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,275	-3,275	-100%	$274.2K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	3,238	-3,238	-100%	$271.1K	—	—	—
Fiduciary Trust Co	N/A	—	3,195	-3,195	-100%	$267.5K	—	—	—
Bollard Group LLC	N/A	—	3,055	-3,055	-100%	$256.0K	—	—	—
Blair William & Co	N/A	—	3,030	-3,030	-100%	$253.7K	—	—	—
Dark Forest Capital Management LP	N/A	—	2,967	-2,967	-100%	$248.4K	—	—	—
Vident Advisory, LLC	N/A	—	2,750	-2,750	-100%	$230.2K	—	—	—
Stifel Financial Corp	N/A	—	2,705	-2,705	-100%	$226.5K	—	—	—
Waverly Advisors, LLC	N/A	—	2,595	-2,595	-100%	$217.2K	—	—	—
Napier Financial, LLC	N/A	—	2,567	-2,567	-100%	$214.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,554	-2,554	-100%	$213.9K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,519	-2,519	-100%	$210.9K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	2,444	-2,444	-100%	$204.6K	—	—	—
DnB Asset Management AS	N/A	—	2,410	-2,410	-100%	$201.8K	—	—	—
Summit Trail Advisors, LLC	N/A	—	2,405	-2,405	-100%	$201.3K	—	—	—
ST Germain D J Co Inc	N/A	—	2,239	-2,239	-100%	$187.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,175	-2,175	-100%	$185.3K	—	—	—
Arax Advisory Partners	N/A	—	2,048	-2,048	-100%	$171.5K	—	—	—
SHP Wealth Management	N/A	—	1,944	-1,944	-100%	$162.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,932	-1,932	-100%	$161.8K	—	—	—
Freestone Grove Partners LP	N/A	—	1,744	-1,744	-100%	$146.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,655	-1,655	-100%	$138.6K	—	—	—
S&T Bank	N/A	—	631	-631	-100%	$52.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	574	-574	-100%	$48.1K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	565	-565	-100%	$47.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	539	-539	-100%	$45.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	536	-536	-100%	$45.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	504	-504	-100%	$42.2K	—	—	—
Optiver Holding B.V.	N/A	—	437	-437	-100%	$36.6K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	334	-334	-100%	$28.0K	—	—	—
Harbour Investments, Inc.	N/A	—	302	-302	-100%	$25.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	249	-249	-100%	$20.8K	—	—	—
Nomura Asset Management Co LTD	N/A	—	200	-200	-100%	$16.7K	—	—	—
HighMark Wealth Management LLC	N/A	—	188	-188	-100%	$15.8K	—	—	—
Huntington National Bank	N/A	—	159	-159	-100%	$13.3K	—	—	—
Rothschild Investment LLC	N/A	—	131	-131	-100%	$11.0K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	128	-128	-100%	$10.7K	—	—	—
Danske Bank A/S	N/A	—	100	-100	-100%	$8.4K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	71	-71	-100%	$6.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	71	-71	-100%	$5.9K	—	—	—
Continuum Advisory, LLC	N/A	—	70	-70	-100%	$5.9K	—	—	—
Quarry LP	N/A	—	69	-69	-100%	$5.8K	—	—	—
CVA Family Office, LLC	N/A	—	66	-66	-100%	$5.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	42	-42	-100%	$3.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	28	-28	-100%	$2.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	26	-26	-100%	$2.2K	—	—	—
BFC Planning, Inc.	N/A	—	26	-26	-100%	$2.2K	—	—	—
Rialto Wealth Management, LLC	N/A	—	15	-15	-100%	$1.3K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	15	-15	-100%	$1.3K	—	—	—
HFM Investment Advisors, LLC	N/A	—	8	-8	-100%	$670	—	—	—
Ankerstar Wealth, LLC	N/A	—	6	-6	-100%	$506	—	—	—
LRI Investments, LLC	N/A	—	3	-3	-100%	$251	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$84	—	—	—

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