Kite Realty Group Trust (KRG)

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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Geode Capital Management, LLC

INCREASED

Shares6,876,275 from 6,090,405

Change+785,870 (+13%)

Value$167.7M (-$5.1M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares3,214,305 from 3,173,767

Change+40,538 (+1%)

Value$78.4M (-$11.7M)

Filed 2026-11-04

Deutsche Bank Ag\

INCREASED

Shares2,107,951 from 348,058

Change+1,759,893 (+506%)

Value$51.4M (+$41.5M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares1,509,362 from 1,566,702

Change-57,340 (-4%)

Value$36.8M (-$7.6M)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares1,477,332 from 871,111

Change+606,221 (+70%)

Value$36.0M (+$11.3M)

Filed 2026-11-06

Candriam S.C.A.

INCREASED

Shares1,265,726 from 464,185

Change+801,541 (+173%)

Value$31.0M (+$17.8M)

Filed 2026-11-03

Russell Investments Group, Ltd.

DECREASED

Shares986,442 from 1,021,938

Change-35,496 (-3%)

Value$24.1M (-$4.9M)

Filed 2026-11-06

Principal Financial Group Inc

INCREASED

Shares935,021 from 719,094

Change+215,927 (+30%)

Value$22.8M (+$2.4M)

Filed 2026-11-02

LSV Asset Management

DECREASED

Shares854,800 from 1,129,300

Change-274,500 (-24%)

Value$20.8K (-$32.0M)

Filed 2026-11-06

William Blair Investment Management, LLC

DECREASED

Shares667,982 from 1,047,774

Change-379,792 (-36%)

Value$16.3M (-$13.4M)

Filed 2026-11-06

Sumitomo Mitsui Trust Group, Inc.

DECREASED

Shares662,132 from 675,962

Change-13,830 (-2%)

Value$16.1M (-$3.0M)

Filed 2026-10-29

Robeco Institutional Asset Management B.V.

INCREASED

Shares500,000 from 360,000

Change+140,000 (+39%)

Value$12.2M (+$2.0M)

Filed 2026-10-20

UniSuper Management Pty Ltd

DECREASED

Shares395,373 from 428,685

Change-33,312 (-8%)

Value$9.6M (-$2.5M)

Filed 2026-10-26

Strs Ohio

INCREASED

Shares379,500 from 334,800

Change+44,700 (+13%)

Value$9.3M (-$245.6K)

Filed 2026-10-30

Citigroup Inc

DECREASED

Shares321,535 from 389,454

Change-67,919 (-17%)

Value$7.8M (-$3.2M)

Filed 2026-11-04

New York State Teachers Retirement System

DECREASED

Shares302,826 from 306,823

Change-3,997 (-1%)

Value$7.4K (-$8.7M)

Filed 2026-10-22

Mutual of America Capital Management LLC

DECREASED

Shares298,005 from 299,960

Change-1,955 (-1%)

Value$7.3M (-$1.2M)

Filed 2026-10-23

Asset Management One Co., Ltd.

INCREASED

Shares282,444 from 282,293

Change+151 (+0%)

Value$6.9M (-$1.1M)

Filed 2026-10-27

State of New Jersey Common Pension Fund D

DECREASED

Shares246,540 from 272,575

Change-26,035 (-10%)

Value$6.0M (-$1.7M)

Filed 2026-11-05

Retirement Systems of Alabama

DECREASED

Shares206,647 from 210,029

Change-3,382 (-2%)

Value$5.0M (-$920.5K)

Filed 2026-11-04

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares195,802 from 199,350

Change-3,548 (-2%)

Value$4.8M (-$881.9K)

Filed 2026-11-03

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares184,624 from 175,602

Change+9,022 (+5%)

Value$4.5M (-$480.6K)

Filed 2026-11-05

Bernzott Capital Advisors

DECREASED

Shares161,963 from 248,864

Change-86,901 (-35%)

Value$4.0M (-$3.1M)

Filed 2026-10-29

LPL Financial LLC

INCREASED

Shares159,259 from 156,163

Change+3,096 (+2%)

Value$3.9M (-$547.6K)

Filed 2026-11-06

Virginia Retirement Systems ET Al

DECREASED

Shares145,213 from 236,213

Change-91,000 (-39%)

Value$3.5M (-$3.2M)

Filed 2026-10-28

KBC Group NV

UNCHANGED

Shares130,529 from 130,529

Change0 (0%)

Value$3.2K (-$3.7M)

Filed 2026-10-22

State of Alaska, Department of Revenue

DECREASED

Shares127,065 from 133,298

Change-6,233 (-5%)

Value$3.1K (-$3.8M)

Filed 2026-10-15

Amundi

DECREASED

Shares124,726 from 125,278

Change-552 (0%)

Value$3.0M (-$513.3K)

Filed 2026-11-06

Great Lakes Advisors, LLC

DECREASED

Shares116,138 from 170,238

Change-54,100 (-32%)

Value$2.8M (-$2.0M)

Filed 2026-11-06

DekaBank Deutsche Girozentrale

INCREASED

Shares111,515 from 51,927

Change+59,588 (+115%)

Value$2.7K (+$1.5K)

Filed 2026-10-27

Daiwa Securities Group Inc.

INCREASED

Shares100,682 from 77,655

Change+23,027 (+30%)

Value$2.5M (+$251.8K)

Filed 2026-10-29

Vert Asset Management LLC

DECREASED

Shares100,444 from 101,386

Change-942 (-1%)

Value$2.4M (-$427.5K)

Filed 2026-10-28

Aberdeen Group plc

INCREASED

Shares94,509 from 89,309

Change+5,200 (+6%)

Value$2.3M (-$229.5K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares89,383 from 50,586

Change+38,797 (+77%)

Value$2.2M (+$744.4K)

Filed 2026-10-16

Amalgamated Bank

DECREASED

Shares86,033 from 86,319

Change-286 (0%)

Value$2.1K (-$2.4M)

Filed 2026-10-23

Creative Planning

INCREASED

Shares79,321 from 64,604

Change+14,717 (+23%)

Value$1.9M (+$101.2K)

Filed 2026-11-02

Thrivent Financial for Lutherans

DECREASED

Shares75,552 from 82,665

Change-7,113 (-9%)

Value$1.8K (-$2.3M)

Filed 2026-11-05

Sterling Capital Management LLC

DECREASED

Shares75,234 from 78,839

Change-3,605 (-5%)

Value$1.8M (-$402.5K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares72,311 from 67,063

Change+5,248 (+8%)

Value$1.7M (-$155.3K)

Filed 2026-10-13

Achmea Investment Management B.V.

NEW

Shares68,679

Change+68,679

Value$1.7M

Filed 2026-10-30

Commonwealth Equity Services, LLC

DECREASED

Shares62,636 from 65,355

Change-2,719 (-4%)

Value$1.5M (-$327.1K)

Filed 2026-11-02

Pensionfund PDN

DECREASED

Shares62,500 from 67,500

Change-5,000 (-7%)

Value$1.5K (-$392)

Filed 2026-10-05

Wolverine Asset Management LLC

DECREASED

Shares60,659 from 119,494

Change-58,835 (-49%)

Value$1.5M (-$1.9M)

Filed 2026-11-02

Louisiana State Employees Retirement System

INCREASED

Shares59,500 from 59,400

Change+100 (+0%)

Value$1.5M (-$234.6K)

Filed 2026-10-20

Arizona State Retirement System

INCREASED

Shares57,191 from 56,028

Change+1,163 (+2%)

Value$1.4M (-$195.2K)

Filed 2026-11-03

Howard Capital Management Group, LLC

INCREASED

Shares52,246 from 46,635

Change+5,611 (+12%)

Value$1.3M (-$49.2K)

Filed 2026-10-16

Yousif Capital Management, LLC

DECREASED

Shares51,800 from 56,261

Change-4,461 (-8%)

Value$1.3M (-$333.3K)

Filed 2026-10-22

Sumitomo Mitsui DS Asset Management Company, Ltd

UNCHANGED

Shares49,348 from 49,348

Change0 (0%)

Value$1.2M (-$196.9K)

Filed 2026-10-20

Ethic Inc.

INCREASED

Shares48,762 from 21,840

Change+26,922 (+123%)

Value$1.2M (+$569.5K)

Filed 2026-11-03

State of Michigan Retirement System

DECREASED

Shares46,995 from 47,495

Change-500 (-1%)

Value$1.1M (-$201.7K)

Filed 2026-10-27

New Mexico Educational Retirement Board

UNCHANGED

Shares44,800 from 44,800

Change0 (0%)

Value$1.1K (-$1.3M)

Filed 2026-11-05

Atria Investments, Inc

DECREASED

Shares44,202 from 44,330

Change-128 (0%)

Value$1.1M (-$180.0K)

Filed 2026-10-15

Oregon Public Employees Retirement Fund

DECREASED

Shares41,518 from 42,018

Change-500 (-1%)

Value$1.0M (-$179.8K)

Filed 2026-10-30

IFM Investors Pty Ltd

INCREASED

Shares40,187 from 33,187

Change+7,000 (+21%)

Value$980.2K (+$38.3K)

Filed 2026-10-14

State of Wyoming

NEW

Shares40,154

Change+40,154

Value$979.4K

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares35,291 from 34,255

Change+1,036 (+3%)

Value$861 (-$971.1K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares33,264 from 30,556

Change+2,708 (+9%)

Value$811.3K (-$55.9K)

Filed 2026-11-02

ProShare Advisors LLC

DECREASED

Shares33,252 from 35,110

Change-1,858 (-5%)

Value$811.0K (-$185.4K)

Filed 2026-10-29

Tctc Holdings, LLC

UNCHANGED

Shares33,195 from 33,195

Change0 (0%)

Value$809.6K (-$132.4K)

Filed 2026-11-02

Pictet Asset Management Holding SA

INCREASED

Shares32,305 from 28,459

Change+3,846 (+14%)

Value$787.9K (-$19.7K)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares30,994 from 31,915

Change-921 (-3%)

Value$755.9K (-$149.8K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

DECREASED

Shares30,084 from 32,123

Change-2,039 (-6%)

Value$733.7K (-$177.9K)

Filed 2026-10-20

Xponance LLC

DECREASED

Shares29,531 from 31,218

Change-1,687 (-5%)

Value$720.3K (-$165.7K)

Filed 2026-11-03

Pensionfund Sabic

UNCHANGED

Shares29,400 from 29,400

Change0 (0%)

Value$717 (-$117)

Filed 2026-10-05

MQS Management LLC

NEW

Shares29,071

Change+29,071

Value$709.0K

Filed 2026-11-06

Inspire Investing, LLC

INCREASED

Shares25,990 from 25,579

Change+411 (+2%)

Value$633.9K (-$92.0K)

Filed 2026-10-22

Ritholtz Wealth Management

DECREASED

Shares24,632 from 34,889

Change-10,257 (-29%)

Value$600.8K (-$389.4K)

Filed 2026-11-05

iA Global Asset Management Inc.

NEW

Shares24,002

Change+24,002

Value$585

Filed 2026-10-29

HB Wealth Management, LLC

INCREASED

Shares23,962 from 12,864

Change+11,098 (+86%)

Value$584.4K (+$219.4K)

Filed 2026-10-23

James Investment Research, Inc.

INCREASED

Shares23,943 from 21,493

Change+2,450 (+11%)

Value$584.0K (-$26.0K)

Filed 2026-10-22

Oppenheimer Asset Management Inc.

DECREASED

Shares23,289 from 33,814

Change-10,525 (-31%)

Value$568.0K (-$391.6K)

Filed 2026-10-27

Keybank National Association

INCREASED

Shares22,538 from 14,571

Change+7,967 (+55%)

Value$549.7K (+$136.2K)

Filed 2026-11-04

Legacy Wealth Asset Management, LLC

DECREASED

Shares21,238 from 21,303

Change-65 (0%)

Value$518.0K (-$86.6K)

Filed 2026-10-09

Fifth Third Bancorp

DECREASED

Shares20,077 from 23,924

Change-3,847 (-16%)

Value$489.7K (-$189.3K)

Filed 2026-11-05

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares18,936 from 27,379

Change-8,443 (-31%)

Value$461.8K (-$315.2K)

Filed 2026-10-13

Signaturefd, LLC

INCREASED

Shares18,264 from 13,941

Change+4,323 (+31%)

Value$445.5K (+$49.8K)

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares17,363 from 17,363

Change0 (0%)

Value$492.8K ($0)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares17,136 from 16,059

Change+1,077 (+7%)

Value$417.9K (-$37.8K)

Filed 2026-11-06

Choreo, LLC

DECREASED

Shares16,677 from 16,961

Change-284 (-2%)

Value$406.9K (-$74.7K)

Filed 2026-10-28

Sapient Capital LLC

INCREASED

Shares15,663 from 15,619

Change+44 (+0%)

Value$382.0K (-$61.2K)

Filed 2026-10-08

Abel Hall, LLC

DECREASED

Shares15,530 from 16,137

Change-607 (-4%)

Value$378.8K (-$79.2K)

Filed 2026-10-19

Securian Asset Management, Inc

DECREASED

Shares14,718 from 14,975

Change-257 (-2%)

Value$359.0K (-$84.6K)

Filed 2026-11-06

Crossmark Global Holdings, Inc.

DECREASED

Shares14,617 from 15,392

Change-775 (-5%)

Value$356.5K (-$80.3K)

Filed 2026-10-21

Wealthstar Advisors, LLC

UNCHANGED

Shares13,986 from 13,986

Change0 (0%)

Value$341.1K (-$55.8K)

Filed 2026-10-19

Vanderbilt University

NEW

Shares13,548

Change+13,548

Value$330.4K

Filed 2026-11-02

Swiss Life Asset Management Ltd

UNCHANGED

Shares12,030 from 12,030

Change0 (0%)

Value$293.4K (-$48.0K)

Filed 2026-11-03

Csenge Advisory Group

INCREASED

Shares11,850 from 10,158

Change+1,692 (+17%)

Value$289.0K (+$723)

Filed 2026-11-04

Savant Capital, LLC

NEW

Shares11,843

Change+11,843

Value$288.9K

Filed 2026-11-06

Weaver Consulting Group

UNCHANGED

Shares11,779 from 11,779

Change0 (0%)

Value$287.3K (-$47.0K)

Filed 2026-10-07

Merit Financial Group, LLC

NEW

Shares10,872

Change+10,872

Value$265.2K

Filed 2026-11-06

M&G Plc

NEW

Shares10,539

Change+10,539

Value$252.9K

Filed 2026-11-04

Moss Adams Wealth Advisors LLC

NEW

Shares9,851

Change+9,851

Value$240.3K

Filed 2026-10-28

Samalin Investment Counsel, LLC

DECREASED

Shares9,692 from 10,176

Change-484 (-5%)

Value$236.4K (-$52.4K)

Filed 2026-10-23

Evergreen Capital Management LLC

DECREASED

Shares9,669 from 41,758

Change-32,089 (-77%)

Value$235.8K (-$949.3K)

Filed 2026-10-23

D.B. Root & Company, LLC

UNCHANGED

Shares9,366 from 9,366

Change0 (0%)

Value$228.4K (-$37.4K)

Filed 2026-11-04

StoneX Group Inc.

NEW

Shares8,848

Change+8,848

Value$229.1K

Filed 2026-11-03

Truist Financial Corp

DECREASED

Shares8,763 from 9,008

Change-245 (-3%)

Value$213.7K (-$41.9K)

Filed 2026-10-30

MacKenzie Financial Corp

NEW

Shares8,245

Change+8,245

Value$201.1K

Filed 2026-11-02

Nykredit A/S

UNCHANGED

Shares8,104 from 8,104

Change0 (0%)

Value$197.7K (-$32.3K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares7,814 from 7,666

Change+148 (+2%)

Value$190.6K (-$27.0K)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares7,168 from 6,596

Change+572 (+9%)

Value$174.8K (-$12.4K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares5,309 from 4,747

Change+562 (+12%)

Value$129.5K (-$5.3K)

Filed 2026-10-08

Swedbank AB

NEW

Shares5,075

Change+5,075

Value$123.8K

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

NEW

Shares4,554

Change+4,554

Value$111.1K

Filed 2026-10-29

Blue Trust, Inc.

DECREASED

Shares4,156 from 4,213

Change-57 (-1%)

Value$101.4K (-$18.2K)

Filed 2026-10-15

Harbor Capital Advisors, Inc.

INCREASED

Shares3,405 from 1,327

Change+2,078 (+157%)

Value$83 (-$37.9K)

Filed 2026-10-22

Versant Capital Management, Inc

INCREASED

Shares3,402 from 3,278

Change+124 (+4%)

Value$83.0K (-$10.1K)

Filed 2026-10-02

Tsfg, LLC

UNCHANGED

Shares3,395 from 3,395

Change0 (0%)

Value$83 (-$95.9K)

Filed 2026-10-23

Covestor Ltd

DECREASED

Shares3,352 from 3,359

Change-7 (0%)

Value$82 (-$94.9K)

Filed 2026-10-30

Advocate Investing Services LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$73.2K (-$12.0K)

Filed 2026-10-26

Larson Financial Group LLC

INCREASED

Shares2,813 from 2,724

Change+89 (+3%)

Value$68.6K (-$8.7K)

Filed 2026-11-05

Abound Wealth Management

UNCHANGED

Shares2,751 from 2,751

Change0 (0%)

Value$67.1K (-$11.0K)

Filed 2026-10-26

GF Fund Management Co. Ltd.

DECREASED

Shares2,709 from 2,721

Change-12 (0%)

Value$66.1K (-$11.1K)

Filed 2026-10-26

SJS Investment Consulting Inc.

INCREASED

Shares2,695 from 939

Change+1,756 (+187%)

Value$65.7K (+$39.1K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

INCREASED

Shares2,365 from 1,132

Change+1,233 (+109%)

Value$57.7K (+$25.6K)

Filed 2026-11-04

UMB Bank, n.a.

DECREASED

Shares2,152 from 2,405

Change-253 (-11%)

Value$52.5K (-$15.8K)

Filed 2026-11-06

Smallwood Wealth Investment Management, LLC

INCREASED

Shares1,798 from 1,748

Change+50 (+3%)

Value$43.9K (-$5.8K)

Filed 2026-10-30

Transce3nd, LLC

NEW

Shares1,554

Change+1,554

Value$37.6K

Filed 2026-10-26

Coston, McIsaac & Partners

UNCHANGED

Shares1,537 from 1,537

Change0 (0%)

Value$37.5K (+$37.4K)

Filed 2026-11-06

Fulcrum Asset Management LLP

INCREASED

Shares1,478 from 42

Change+1,436 (+3419%)

Value$36.5K (+$35.3K)

Filed 2026-11-04

Bokf, NA

UNCHANGED

Shares1,412 from 1,412

Change0 (0%)

Value$34.4K (-$5.6K)

Filed 2026-10-27

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,308 from 1,308

Change0 (0%)

Value$31.9K (-$5.2K)

Filed 2026-10-23

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares1,284 from 1,284

Change0 (0%)

Value$31.3K (-$5.1K)

Filed 2026-11-04

Parkside Financial Bank & Trust

INCREASED

Shares1,246 from 468

Change+778 (+166%)

Value$30.4K (+$17.1K)

Filed 2026-10-27

Bayforest Capital Ltd

NEW

Shares1,170

Change+1,170

Value$28.5K

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares1,069

Change+1,069

Value$26.1K

Filed 2026-10-21

Eurizon Capital SGR S.p.A.

UNCHANGED

Shares957 from 957

Change0 (0%)

Value$23.7K (-$4.0K)

Filed 2026-11-06

Central Trust Co

UNCHANGED

Shares875 from 875

Change0 (0%)

Value$21.3K (-$3.5K)

Filed 2026-11-05

CX Institutional

UNCHANGED

Shares732 from 732

Change0 (0%)

Value$18 (-$3)

Filed 2026-10-02

Ares Financial Consulting, LLC

UNCHANGED

Shares649 from 649

Change0 (0%)

Value$15.8K (-$2.6K)

Filed 2026-10-19

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares602 from 602

Change0 (0%)

Value$14.7K (-$2.4K)

Filed 2026-10-15

Assetmark, Inc

DECREASED

Shares509 from 543

Change-34 (-6%)

Value$12.4K (-$3.0K)

Filed 2026-10-21

Provenance Wealth Advisors, LLC

NEW

Shares489

Change+489

Value$11.9K

Filed 2026-10-30

Rossby Financial, LCC

DECREASED

Shares454 from 639

Change-185 (-29%)

Value$11.1K (-$7.1K)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares427 from 535

Change-108 (-20%)

Value$10.4K (-$4.8K)

Filed 2026-10-16

Private Trust Co NA

DECREASED

Shares340 from 381

Change-41 (-11%)

Value$8.3K (-$2.5K)

Filed 2026-10-20

Proathlete Wealth Management LLC

NEW

Shares322

Change+322

Value$7.9K

Filed 2026-10-15

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares320 from 837

Change-517 (-62%)

Value$7.8K (-$15.9K)

Filed 2026-11-03

Zions Bancorporation, National Association

DECREASED

Shares292 from 298

Change-6 (-2%)

Value$7.1K (-$1.3K)

Filed 2026-11-06

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares286 from 254

Change+32 (+13%)

Value$7.0K (-$233)

Filed 2026-10-05

Spire Wealth Management

DECREASED

Shares270 from 1,035

Change-765 (-74%)

Value$6.6K (-$22.8K)

Filed 2026-10-30

Trust Co of Vermont

UNCHANGED

Shares266 from 266

Change0 (0%)

Value$6.5K (-$1.1K)

Filed 2026-10-21

Next Level Wealth Planning, LLC

NEW

Shares250

Change+250

Value$6.1K

Filed 2026-10-29

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares227 from 227

Change0 (0%)

Value$5.5K (-$905)

Filed 2026-10-27

High Note Wealth, LLC

UNCHANGED

Shares223 from 223

Change0 (0%)

Value$5.4K (-$890)

Filed 2026-10-27

Bell Investment Advisors, Inc

UNCHANGED

Shares214 from 214

Change0 (0%)

Value$5.2K (-$854)

Filed 2026-10-29

Essential Partners LLC

DECREASED

Shares211 from 703

Change-492 (-70%)

Value$5.1K (-$14.8K)

Filed 2026-10-14

Key FInancial Inc

UNCHANGED

Shares202 from 202

Change0 (0%)

Value$4.9K (-$806)

Filed 2026-11-02

Owl Creek Wealth Partners LLC

UNCHANGED

Shares195 from 195

Change0 (0%)

Value$4.8K (-$778)

Filed 2026-10-20

Farmers & Merchants Investments Inc

UNCHANGED

Shares190 from 190

Change0 (0%)

Value$4.6K (-$758)

Filed 2026-10-22

Meriwether Wealth & Planning, LLC

NEW

Shares162

Change+162

Value$4.0K

Filed 2026-10-13

WPG Advisers, LLC

UNCHANGED

Shares156 from 156

Change0 (0%)

Value$3.8K (-$622)

Filed 2026-10-27

TD Private Client Wealth LLC

UNCHANGED

Shares139 from 139

Change0 (0%)

Value$3.4K (-$555)

Filed 2026-10-28

Concord Wealth Partners

UNCHANGED

Shares114 from 114

Change0 (0%)

Value$2.8K (-$455)

Filed 2026-11-02

Clearstead Advisors, LLC

DECREASED

Shares112 from 383

Change-271 (-71%)

Value$2.7K (-$8.2K)

Filed 2026-11-06

Jacobi Capital Management LLC

NEW

Shares99

Change+99

Value$2.4K

Filed 2026-11-05

Mather Group, Llc.

NEW

Shares88

Change+88

Value$2.1K

Filed 2026-10-14

Simplex Trading, LLC

INCREASED

Shares73 from 34

Change+39 (+115%)

Value$1.8K (+$816)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

DECREASED

Shares65 from 100

Change-35 (-35%)

Value$1.6K (-$1.3K)

Filed 2026-10-20

Clearstead Trust, LLC

DECREASED

Shares63 from 290

Change-227 (-78%)

Value$1.5K (-$6.7K)

Filed 2026-11-06

Elyxium Wealth, LLC

NEW

Shares52

Change+52

Value$1.3K

Filed 2026-10-27

Valley National Advisers Inc

NEW

Shares48

Change+48

Value$1.2K

Filed 2026-10-23

Strengthening Families & Communities, LLC

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$1.2K (-$191)

Filed 2026-10-21

GK Wealth Management LLC

NEW

Shares43

Change+43

Value$1.0K

Filed 2026-10-09

Balance Wealth Partners LLC

NEW

Shares37

Change+37

Value$902

Filed 2026-10-27

Compass Financial Management LLC

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$634 (-$82)

Filed 2026-10-30

Exchange Traded Concepts, LLC

NEW

Shares23

Change+23

Value$561

Filed 2026-10-28

North Star Investment Management Corp.

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$537 (-$87)

Filed 2026-10-27

True Wealth Design, LLC

DECREASED

Shares20 from 122

Change-102 (-84%)

Value$488 (-$3.0K)

Filed 2026-10-13

Ascentis Wealth Management, LLC

NEW

Shares15

Change+15

Value$365

Filed 2026-11-03

Capital Advisors, Ltd. LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Planning Strategies Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$98 (-$16)

Filed 2026-10-02

GHP Investment Advisors, Inc.

DECREASED

Shares3 from 184

Change-181 (-98%)

Value$74 (-$5.1K)

Filed 2026-10-15

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$25 (-$3)

Filed 2026-10-30

MGO One Seven LLC

CLOSED

Shares0 from 8,508

Change-8,508 (-100%)

Value$0 (-$241.4K)

Filed 2026-10-28

Profund Advisors LLC

CLOSED

Shares0 from 8,031

Change-8,031 (-100%)

Value$0 (-$227.9K)

Filed 2026-10-29

Capital Investment Advisors, LLC

CLOSED

Shares0 from 7,694

Change-7,694 (-100%)

Value$0 (-$218.4K)

Filed 2026-10-22

Summit Securities Group LLC

CLOSED

Shares0 from 7,600

Change-7,600 (-100%)

Value$0 (-$215.7K)

Filed 2026-11-05

D.A. Davidson & Co.

CLOSED

Shares0 from 7,317

Change-7,317 (-100%)

Value$0 (-$207.7K)

Filed 2026-10-28

Fifth Third Wealth Advisors LLC

CLOSED

Shares0 from 7,093

Change-7,093 (-100%)

Value$0 (-$201.3K)

Filed 2026-10-22

Founders Capital Management

CLOSED

Shares0 from 1,600

Change-1,600 (-100%)

Value$0 (-$45.4K)

Filed 2026-10-13

First Horizon Corp

CLOSED

Shares0 from 1,164

Change-1,164 (-100%)

Value$0 (-$33.0K)

Filed 2026-10-26

AdvisorNet Financial, Inc

CLOSED

Shares0 from 765

Change-765 (-100%)

Value$0 (-$21.7K)

Filed 2026-10-15

Trust Co of Toledo NA

CLOSED

Shares0 from 383

Change-383 (-100%)

Value$0 (-$10.9K)

Filed 2026-10-16

Cornerstone Planning Group LLC

CLOSED

Shares0 from 204

Change-204 (-100%)

Value$0 (-$6.0K)

Filed 2026-10-16

Spectrum Wealth Advisory Group, LLC

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-29

Community Financial Services Group, LLC

UNCHANGED

Shares0 from 0

Change0

Value$10 (-$2)

Filed 2026-10-15

BlackRock, Inc.

N/A

Shares— from 31,997,999

Change-31,997,999 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 26,631,121

Change-26,631,121 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 18,512,078

Change-18,512,078 (-100%)

Value—

State Street Corp

N/A

Shares— from 11,676,756

Change-11,676,756 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 9,136,840

Change-9,136,840 (-100%)

Value—

Centersquare Investment Management LLC

N/A

Shares— from 8,644,416

Change-8,644,416 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 6,886,367

Change-6,886,367 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 5,676,977

Change-5,676,977 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 5,525,131

Change-5,525,131 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 4,393,150

Change-4,393,150 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 3,861,059

Change-3,861,059 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,657,831

Change-3,657,831 (-100%)

Value—

Norges Bank

N/A

Shares— from 2,285,291

Change-2,285,291 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 2,151,133

Change-2,151,133 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,705,908

Change-1,705,908 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,703,098

Change-1,703,098 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,698,911

Change-1,698,911 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,667,532

Change-1,667,532 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 1,520,803

Change-1,520,803 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,477,343

Change-1,477,343 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,461,015

Change-1,461,015 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,345,767

Change-1,345,767 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 1,345,535

Change-1,345,535 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,316,438

Change-1,316,438 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,184,113

Change-1,184,113 (-100%)

Value—

Uniplan Investment Counsel, Inc.

N/A

Shares— from 1,044,981

Change-1,044,981 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 921,558

Change-921,558 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 844,573

Change-844,573 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 835,890

Change-835,890 (-100%)

Value—

Apollo Management Holdings, L.P.

N/A

Shares— from 768,330

Change-768,330 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 711,996

Change-711,996 (-100%)

Value—

APG Asset Management US Inc.

N/A

Shares— from 691,850

Change-691,850 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 688,786

Change-688,786 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 680,303

Change-680,303 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 642,888

Change-642,888 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 601,413

Change-601,413 (-100%)

Value—

H/2 Credit Manager LP

N/A

Shares— from 560,000

Change-560,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 551,085

Change-551,085 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 503,205

Change-503,205 (-100%)

Value—

Lasalle Investment Management Securities LLC

N/A

Shares— from 460,663

Change-460,663 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 453,718

Change-453,718 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 440,918

Change-440,918 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 428,790

Change-428,790 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 407,497

Change-407,497 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 396,928

Change-396,928 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 373,791

Change-373,791 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 350,865

Change-350,865 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 348,914

Change-348,914 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 329,620

Change-329,620 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 312,504

Change-312,504 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 284,304

Change-284,304 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 279,815

Change-279,815 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 265,508

Change-265,508 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 233,376

Change-233,376 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 233,345

Change-233,345 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 233,022

Change-233,022 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 226,444

Change-226,444 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 226,170

Change-226,170 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 222,967

Change-222,967 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 220,527

Change-220,527 (-100%)

Value—

Macquarie Group LTD

N/A

Shares— from 212,601

Change-212,601 (-100%)

Value—

Phocas Financial Corp.

N/A

Shares— from 204,464

Change-204,464 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 203,915

Change-203,915 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 201,724

Change-201,724 (-100%)

Value—

Easterly Investment Partners LLC

N/A

Shares— from 201,006

Change-201,006 (-100%)

Value—

Vision Capital Corp

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 190,792

Change-190,792 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 189,412

Change-189,412 (-100%)

Value—

Linden Advisors LP

N/A

Shares— from 181,630

Change-181,630 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 178,479

Change-178,479 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 177,978

Change-177,978 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 171,373

Change-171,373 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 169,845

Change-169,845 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 160,000

Change-160,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 156,514

Change-156,514 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 124,585

Change-124,585 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 118,134

Change-118,134 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 116,633

Change-116,633 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 112,461

Change-112,461 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 109,771

Change-109,771 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 105,449

Change-105,449 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 100,791

Change-100,791 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 100,357

Change-100,357 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 95,313

Change-95,313 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 89,294

Change-89,294 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 87,325

Change-87,325 (-100%)

Value—

Soros Fund Management LLC

N/A

Shares— from 85,000

Change-85,000 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 82,338

Change-82,338 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 78,795

Change-78,795 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 78,565

Change-78,565 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 77,878

Change-77,878 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 71,009

Change-71,009 (-100%)

Value—

Allstate Corp

N/A

Shares— from 70,543

Change-70,543 (-100%)

Value—

Mizuho Markets Americas LLC

N/A

Shares— from 69,000

Change-69,000 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 66,114

Change-66,114 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 64,850

Change-64,850 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 62,179

Change-62,179 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 60,600

Change-60,600 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 60,067

Change-60,067 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 58,852

Change-58,852 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 57,536

Change-57,536 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 56,567

Change-56,567 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 56,157

Change-56,157 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 56,025

Change-56,025 (-100%)

Value—

Whitebox Advisors LLC

N/A

Shares— from 56,000

Change-56,000 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 53,584

Change-53,584 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 52,958

Change-52,958 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 52,686

Change-52,686 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 51,703

Change-51,703 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 50,623

Change-50,623 (-100%)

Value—

Pettee Investors, Inc.

N/A

Shares— from 50,510

Change-50,510 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 46,013

Change-46,013 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 45,680

Change-45,680 (-100%)

Value—

Hazelview Securities Inc.

N/A

Shares— from 45,355

Change-45,355 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 45,323

Change-45,323 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 45,200

Change-45,200 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 42,944

Change-42,944 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 41,261

Change-41,261 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 39,993

Change-39,993 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 39,617

Change-39,617 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 38,910

Change-38,910 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 38,902

Change-38,902 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 38,793

Change-38,793 (-100%)

Value—

Massar Capital Management, LP

N/A

Shares— from 36,759

Change-36,759 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 36,392

Change-36,392 (-100%)

Value—

Susquehanna Advisors Group, Inc.

N/A

Shares— from 33,900

Change-33,900 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 33,866

Change-33,866 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 32,981

Change-32,981 (-100%)

Value—

&partners

N/A

Shares— from 32,421

Change-32,421 (-100%)

Value—

Nissay Asset Management Corp N

N/A

Shares— from 32,122

Change-32,122 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 31,211

Change-31,211 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 30,929

Change-30,929 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 30,029

Change-30,029 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 28,399

Change-28,399 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 26,320

Change-26,320 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 25,378

Change-25,378 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 25,235

Change-25,235 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 25,148

Change-25,148 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 24,561

Change-24,561 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 24,121

Change-24,121 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 23,888

Change-23,888 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 23,757

Change-23,757 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 23,379

Change-23,379 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 23,354

Change-23,354 (-100%)

Value—

Bridgefront Capital, LLC

N/A

Shares— from 22,904

Change-22,904 (-100%)

Value—

Groupe la Francaise

N/A

Shares— from 22,766

Change-22,766 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 22,734

Change-22,734 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 22,619

Change-22,619 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 22,288

Change-22,288 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 21,764

Change-21,764 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 21,075

Change-21,075 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 20,799

Change-20,799 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 20,395

Change-20,395 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 19,813

Change-19,813 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 19,076

Change-19,076 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 17,088

Change-17,088 (-100%)

Value—

Catalyst Funds Management Pty Ltd

N/A

Shares— from 15,401

Change-15,401 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 15,137

Change-15,137 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 14,650

Change-14,650 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 13,922

Change-13,922 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 13,922

Change-13,922 (-100%)

Value—

CFO4Life Group, LLC

N/A

Shares— from 13,837

Change-13,837 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 13,353

Change-13,353 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 13,260

Change-13,260 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 13,095

Change-13,095 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 12,962

Change-12,962 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 12,701

Change-12,701 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 12,664

Change-12,664 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,406

Change-12,406 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 11,872

Change-11,872 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 11,400

Change-11,400 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 11,245

Change-11,245 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 11,215

Change-11,215 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 10,737

Change-10,737 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 10,722

Change-10,722 (-100%)

Value—

SUN Life Financial Inc

N/A

Shares— from 10,705

Change-10,705 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 10,620

Change-10,620 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 9,937

Change-9,937 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 9,750

Change-9,750 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 9,747

Change-9,747 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 9,722

Change-9,722 (-100%)

Value—

Stephens Inc

N/A

Shares— from 9,164

Change-9,164 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 8,938

Change-8,938 (-100%)

Value—

Norinchukin Bank, The

N/A

Shares— from 8,780

Change-8,780 (-100%)

Value—

LeClair Wealth Partners LLC

N/A

Shares— from 8,398

Change-8,398 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 8,325

Change-8,325 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,214

Change-8,214 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

West Family Investments, Inc.

N/A

Shares— from 7,652

Change-7,652 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,219

Change-7,219 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 7,206

Change-7,206 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 6,988

Change-6,988 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 5,308

Change-5,308 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,051

Change-5,051 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 4,629

Change-4,629 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,540

Change-4,540 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 4,312

Change-4,312 (-100%)

Value—

FIL Ltd

N/A

Shares— from 3,360

Change-3,360 (-100%)

Value—

Centennial Bank

N/A

Shares— from 3,356

Change-3,356 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,324

Change-3,324 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,601

Change-2,601 (-100%)

Value—

Graticule Asia Macro Advisors LLC

N/A

Shares— from 2,238

Change-2,238 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 2,073

Change-2,073 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,072

Change-2,072 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,049

Change-2,049 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 1,857

Change-1,857 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,519

Change-1,519 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 1,430

Change-1,430 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,411

Change-1,411 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,318

Change-1,318 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 1,115

Change-1,115 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,088

Change-1,088 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1,086

Change-1,086 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 920

Change-920 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 894

Change-894 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 781

Change-781 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 742

Change-742 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 715

Change-715 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 706

Change-706 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 634

Change-634 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 543

Change-543 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 523

Change-523 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 435

Change-435 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 336

Change-336 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 308

Change-308 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 249

Change-249 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 231

Change-231 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 225

Change-225 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 221

Change-221 (-100%)

Value—

Quarry LP

N/A

Shares— from 211

Change-211 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 200

Change-200 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 95

Change-95 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 93

Change-93 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 76

Change-76 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 62

Change-62 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 34

Change-34 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 23

Change-23 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 18

Change-18 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	6,876,275	6,090,405	+785,870	+13%	$172.9M	$167.7M	-$5.1M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	3,214,305	3,173,767	+40,538	+1%	$90.1M	$78.4M	-$11.7M	2026-11-04
Deutsche Bank Ag\	INCREASED	2,107,951	348,058	+1,759,893	+506%	$9.9M	$51.4M	+$41.5M	2026-11-06
Bank of New York Mellon Corp	DECREASED	1,509,362	1,566,702	-57,340	-4%	$44.5M	$36.8M	-$7.6M	2026-11-05
Barclays PLC	INCREASED	1,477,332	871,111	+606,221	+70%	$24.7M	$36.0M	+$11.3M	2026-11-06
Candriam S.C.A.	INCREASED	1,265,726	464,185	+801,541	+173%	$13.2M	$31.0M	+$17.8M	2026-11-03
Russell Investments Group, Ltd.	DECREASED	986,442	1,021,938	-35,496	-3%	$29.0M	$24.1M	-$4.9M	2026-11-06
Principal Financial Group Inc	INCREASED	935,021	719,094	+215,927	+30%	$20.4M	$22.8M	+$2.4M	2026-11-02
LSV Asset Management	DECREASED	854,800	1,129,300	-274,500	-24%	$32.1M	$20.8K	-$32.0M	2026-11-06
William Blair Investment Management, LLC	DECREASED	667,982	1,047,774	-379,792	-36%	$29.7M	$16.3M	-$13.4M	2026-11-06
Sumitomo Mitsui Trust Group, Inc.	DECREASED	662,132	675,962	-13,830	-2%	$19.2M	$16.1M	-$3.0M	2026-10-29
Robeco Institutional Asset Management B.V.	INCREASED	500,000	360,000	+140,000	+39%	$10.2M	$12.2M	+$2.0M	2026-10-20
UniSuper Management Pty Ltd	DECREASED	395,373	428,685	-33,312	-8%	$12.2M	$9.6M	-$2.5M	2026-10-26
Strs Ohio	INCREASED	379,500	334,800	+44,700	+13%	$9.5M	$9.3M	-$245.6K	2026-10-30
Citigroup Inc	DECREASED	321,535	389,454	-67,919	-17%	$11.1M	$7.8M	-$3.2M	2026-11-04
New York State Teachers Retirement System	DECREASED	302,826	306,823	-3,997	-1%	$8.7M	$7.4K	-$8.7M	2026-10-22
Mutual of America Capital Management LLC	DECREASED	298,005	299,960	-1,955	-1%	$8.5M	$7.3M	-$1.2M	2026-10-23
Asset Management One Co., Ltd.	INCREASED	282,444	282,293	+151	+0%	$8.0M	$6.9M	-$1.1M	2026-10-27
State of New Jersey Common Pension Fund D	DECREASED	246,540	272,575	-26,035	-10%	$7.7M	$6.0M	-$1.7M	2026-11-05
Retirement Systems of Alabama	DECREASED	206,647	210,029	-3,382	-2%	$6.0M	$5.0M	-$920.5K	2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	195,802	199,350	-3,548	-2%	$5.7M	$4.8M	-$881.9K	2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	184,624	175,602	+9,022	+5%	$5.0M	$4.5M	-$480.6K	2026-11-05
Bernzott Capital Advisors	DECREASED	161,963	248,864	-86,901	-35%	$7.1M	$4.0M	-$3.1M	2026-10-29
LPL Financial LLC	INCREASED	159,259	156,163	+3,096	+2%	$4.4M	$3.9M	-$547.6K	2026-11-06
Virginia Retirement Systems ET Al	DECREASED	145,213	236,213	-91,000	-39%	$6.7M	$3.5M	-$3.2M	2026-10-28
KBC Group NV	UNCHANGED	130,529	130,529	0	0%	$3.7M	$3.2K	-$3.7M	2026-10-22
State of Alaska, Department of Revenue	DECREASED	127,065	133,298	-6,233	-5%	$3.8M	$3.1K	-$3.8M	2026-10-15
Amundi	DECREASED	124,726	125,278	-552	0%	$3.6M	$3.0M	-$513.3K	2026-11-06
Great Lakes Advisors, LLC	DECREASED	116,138	170,238	-54,100	-32%	$4.8M	$2.8M	-$2.0M	2026-11-06
DekaBank Deutsche Girozentrale	INCREASED	111,515	51,927	+59,588	+115%	$1.3K	$2.7K	+$1.5K	2026-10-27
Daiwa Securities Group Inc.	INCREASED	100,682	77,655	+23,027	+30%	$2.2M	$2.5M	+$251.8K	2026-10-29
Vert Asset Management LLC	DECREASED	100,444	101,386	-942	-1%	$2.9M	$2.4M	-$427.5K	2026-10-28
Aberdeen Group plc	INCREASED	94,509	89,309	+5,200	+6%	$2.5M	$2.3M	-$229.5K	2026-11-06
Y-Intercept (Hong Kong) Ltd	INCREASED	89,383	50,586	+38,797	+77%	$1.4M	$2.2M	+$744.4K	2026-10-16
Amalgamated Bank	DECREASED	86,033	86,319	-286	0%	$2.5M	$2.1K	-$2.4M	2026-10-23
Creative Planning	INCREASED	79,321	64,604	+14,717	+23%	$1.8M	$1.9M	+$101.2K	2026-11-02
Thrivent Financial for Lutherans	DECREASED	75,552	82,665	-7,113	-9%	$2.3M	$1.8K	-$2.3M	2026-11-05
Sterling Capital Management LLC	DECREASED	75,234	78,839	-3,605	-5%	$2.2M	$1.8M	-$402.5K	2026-10-22
Wealth Enhancement Advisory Services, LLC	INCREASED	72,311	67,063	+5,248	+8%	$1.9M	$1.7M	-$155.3K	2026-10-13
Achmea Investment Management B.V.	NEW	68,679	—	+68,679	—	—	$1.7M	—	2026-10-30
Commonwealth Equity Services, LLC	DECREASED	62,636	65,355	-2,719	-4%	$1.9M	$1.5M	-$327.1K	2026-11-02
Pensionfund PDN	DECREASED	62,500	67,500	-5,000	-7%	$1.9K	$1.5K	-$392	2026-10-05
Wolverine Asset Management LLC	DECREASED	60,659	119,494	-58,835	-49%	$3.4M	$1.5M	-$1.9M	2026-11-02
Louisiana State Employees Retirement System	INCREASED	59,500	59,400	+100	+0%	$1.7M	$1.5M	-$234.6K	2026-10-20
Arizona State Retirement System	INCREASED	57,191	56,028	+1,163	+2%	$1.6M	$1.4M	-$195.2K	2026-11-03
Howard Capital Management Group, LLC	INCREASED	52,246	46,635	+5,611	+12%	$1.3M	$1.3M	-$49.2K	2026-10-16
Yousif Capital Management, LLC	DECREASED	51,800	56,261	-4,461	-8%	$1.6M	$1.3M	-$333.3K	2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd	UNCHANGED	49,348	49,348	0	0%	$1.4M	$1.2M	-$196.9K	2026-10-20
Ethic Inc.	INCREASED	48,762	21,840	+26,922	+123%	$619.8K	$1.2M	+$569.5K	2026-11-03
State of Michigan Retirement System	DECREASED	46,995	47,495	-500	-1%	$1.3M	$1.1M	-$201.7K	2026-10-27
New Mexico Educational Retirement Board	UNCHANGED	44,800	44,800	0	0%	$1.3M	$1.1K	-$1.3M	2026-11-05
Atria Investments, Inc	DECREASED	44,202	44,330	-128	0%	$1.3M	$1.1M	-$180.0K	2026-10-15
Oregon Public Employees Retirement Fund	DECREASED	41,518	42,018	-500	-1%	$1.2M	$1.0M	-$179.8K	2026-10-30
IFM Investors Pty Ltd	INCREASED	40,187	33,187	+7,000	+21%	$941.8K	$980.2K	+$38.3K	2026-10-14
State of Wyoming	NEW	40,154	—	+40,154	—	—	$979.4K	—	2026-10-28
Cambridge Investment Research Advisors, Inc.	INCREASED	35,291	34,255	+1,036	+3%	$972.0K	$861	-$971.1K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	33,264	30,556	+2,708	+9%	$867.2K	$811.3K	-$55.9K	2026-11-02
ProShare Advisors LLC	DECREASED	33,252	35,110	-1,858	-5%	$996.4K	$811.0K	-$185.4K	2026-10-29
Tctc Holdings, LLC	UNCHANGED	33,195	33,195	0	0%	$942.1K	$809.6K	-$132.4K	2026-11-02
Pictet Asset Management Holding SA	INCREASED	32,305	28,459	+3,846	+14%	$807.7K	$787.9K	-$19.7K	2026-11-03
US Bancorp \de\	DECREASED	30,994	31,915	-921	-3%	$905.7K	$755.9K	-$149.8K	2026-11-05
Nisa Investment Advisors, LLC	DECREASED	30,084	32,123	-2,039	-6%	$911.7K	$733.7K	-$177.9K	2026-10-20
Xponance LLC	DECREASED	29,531	31,218	-1,687	-5%	$886.0K	$720.3K	-$165.7K	2026-11-03
Pensionfund Sabic	UNCHANGED	29,400	29,400	0	0%	$834	$717	-$117	2026-10-05
MQS Management LLC	NEW	29,071	—	+29,071	—	—	$709.0K	—	2026-11-06
Inspire Investing, LLC	INCREASED	25,990	25,579	+411	+2%	$725.9K	$633.9K	-$92.0K	2026-10-22
Ritholtz Wealth Management	DECREASED	24,632	34,889	-10,257	-29%	$990.2K	$600.8K	-$389.4K	2026-11-05
iA Global Asset Management Inc.	NEW	24,002	—	+24,002	—	—	$585	—	2026-10-29
HB Wealth Management, LLC	INCREASED	23,962	12,864	+11,098	+86%	$365.1K	$584.4K	+$219.4K	2026-10-23
James Investment Research, Inc.	INCREASED	23,943	21,493	+2,450	+11%	$610.0K	$584.0K	-$26.0K	2026-10-22
Oppenheimer Asset Management Inc.	DECREASED	23,289	33,814	-10,525	-31%	$959.6K	$568.0K	-$391.6K	2026-10-27
Keybank National Association	INCREASED	22,538	14,571	+7,967	+55%	$413.5K	$549.7K	+$136.2K	2026-11-04
Legacy Wealth Asset Management, LLC	DECREASED	21,238	21,303	-65	0%	$604.6K	$518.0K	-$86.6K	2026-10-09
Fifth Third Bancorp	DECREASED	20,077	23,924	-3,847	-16%	$679.0K	$489.7K	-$189.3K	2026-11-05
Hennion & Walsh Asset Management, Inc.	DECREASED	18,936	27,379	-8,443	-31%	$777.0K	$461.8K	-$315.2K	2026-10-13
Signaturefd, LLC	INCREASED	18,264	13,941	+4,323	+31%	$395.6K	$445.5K	+$49.8K	2026-10-23
Allworth Financial LP	UNCHANGED	17,363	17,363	0	0%	$492.8K	$492.8K	$0	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	17,136	16,059	+1,077	+7%	$455.8K	$417.9K	-$37.8K	2026-11-06
Choreo, LLC	DECREASED	16,677	16,961	-284	-2%	$481.5K	$406.9K	-$74.7K	2026-10-28
Sapient Capital LLC	INCREASED	15,663	15,619	+44	+0%	$443.3K	$382.0K	-$61.2K	2026-10-08
Abel Hall, LLC	DECREASED	15,530	16,137	-607	-4%	$458.0K	$378.8K	-$79.2K	2026-10-19
Securian Asset Management, Inc	DECREASED	14,718	14,975	-257	-2%	$443.6K	$359.0K	-$84.6K	2026-11-06
Crossmark Global Holdings, Inc.	DECREASED	14,617	15,392	-775	-5%	$436.8K	$356.5K	-$80.3K	2026-10-21
Wealthstar Advisors, LLC	UNCHANGED	13,986	13,986	0	0%	$396.9K	$341.1K	-$55.8K	2026-10-19
Vanderbilt University	NEW	13,548	—	+13,548	—	—	$330.4K	—	2026-11-02
Swiss Life Asset Management Ltd	UNCHANGED	12,030	12,030	0	0%	$341.4K	$293.4K	-$48.0K	2026-11-03
Csenge Advisory Group	INCREASED	11,850	10,158	+1,692	+17%	$288.3K	$289.0K	+$723	2026-11-04
Savant Capital, LLC	NEW	11,843	—	+11,843	—	—	$288.9K	—	2026-11-06
Weaver Consulting Group	UNCHANGED	11,779	11,779	0	0%	$334.3K	$287.3K	-$47.0K	2026-10-07
Merit Financial Group, LLC	NEW	10,872	—	+10,872	—	—	$265.2K	—	2026-11-06
M&G Plc	NEW	10,539	—	+10,539	—	—	$252.9K	—	2026-11-04
Moss Adams Wealth Advisors LLC	NEW	9,851	—	+9,851	—	—	$240.3K	—	2026-10-28
Samalin Investment Counsel, LLC	DECREASED	9,692	10,176	-484	-5%	$288.8K	$236.4K	-$52.4K	2026-10-23
Evergreen Capital Management LLC	DECREASED	9,669	41,758	-32,089	-77%	$1.2M	$235.8K	-$949.3K	2026-10-23
D.B. Root & Company, LLC	UNCHANGED	9,366	9,366	0	0%	$265.8K	$228.4K	-$37.4K	2026-11-04
StoneX Group Inc.	NEW	8,848	—	+8,848	—	—	$229.1K	—	2026-11-03
Truist Financial Corp	DECREASED	8,763	9,008	-245	-3%	$255.7K	$213.7K	-$41.9K	2026-10-30
MacKenzie Financial Corp	NEW	8,245	—	+8,245	—	—	$201.1K	—	2026-11-02
Nykredit A/S	UNCHANGED	8,104	8,104	0	0%	$230.0K	$197.7K	-$32.3K	2026-11-06
Gamma Investing LLC	INCREASED	7,814	7,666	+148	+2%	$217.6K	$190.6K	-$27.0K	2026-10-08
Parallel Advisors, LLC	INCREASED	7,168	6,596	+572	+9%	$187.2K	$174.8K	-$12.4K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	5,309	4,747	+562	+12%	$134.8K	$129.5K	-$5.3K	2026-10-08
Swedbank AB	NEW	5,075	—	+5,075	—	—	$123.8K	—	2026-10-27
Caitong International Asset Management Co., Ltd	NEW	4,554	—	+4,554	—	—	$111.1K	—	2026-10-29
Blue Trust, Inc.	DECREASED	4,156	4,213	-57	-1%	$119.6K	$101.4K	-$18.2K	2026-10-15
Harbor Capital Advisors, Inc.	INCREASED	3,405	1,327	+2,078	+157%	$38.0K	$83	-$37.9K	2026-10-22
Versant Capital Management, Inc	INCREASED	3,402	3,278	+124	+4%	$93.0K	$83.0K	-$10.1K	2026-10-02
Tsfg, LLC	UNCHANGED	3,395	3,395	0	0%	$96.0K	$83	-$95.9K	2026-10-23
Covestor Ltd	DECREASED	3,352	3,359	-7	0%	$95.0K	$82	-$94.9K	2026-10-30
Advocate Investing Services LLC	UNCHANGED	3,000	3,000	0	0%	$85.1K	$73.2K	-$12.0K	2026-10-26
Larson Financial Group LLC	INCREASED	2,813	2,724	+89	+3%	$77.3K	$68.6K	-$8.7K	2026-11-05
Abound Wealth Management	UNCHANGED	2,751	2,751	0	0%	$78.1K	$67.1K	-$11.0K	2026-10-26
GF Fund Management Co. Ltd.	DECREASED	2,709	2,721	-12	0%	$77.2K	$66.1K	-$11.1K	2026-10-26
SJS Investment Consulting Inc.	INCREASED	2,695	939	+1,756	+187%	$26.7K	$65.7K	+$39.1K	2026-10-26
EverSource Wealth Advisors, LLC	INCREASED	2,365	1,132	+1,233	+109%	$32.1K	$57.7K	+$25.6K	2026-11-04
UMB Bank, n.a.	DECREASED	2,152	2,405	-253	-11%	$68.3K	$52.5K	-$15.8K	2026-11-06
Smallwood Wealth Investment Management, LLC	INCREASED	1,798	1,748	+50	+3%	$49.6K	$43.9K	-$5.8K	2026-10-30
Transce3nd, LLC	NEW	1,554	—	+1,554	—	—	$37.6K	—	2026-10-26
Coston, McIsaac & Partners	UNCHANGED	1,537	1,537	0	0%	$43	$37.5K	+$37.4K	2026-11-06
Fulcrum Asset Management LLP	INCREASED	1,478	42	+1,436	+3419%	$1.2K	$36.5K	+$35.3K	2026-11-04
Bokf, NA	UNCHANGED	1,412	1,412	0	0%	$40.1K	$34.4K	-$5.6K	2026-10-27
Wilmington Savings Fund Society, FSB	UNCHANGED	1,308	1,308	0	0%	$37.1K	$31.9K	-$5.2K	2026-10-23
Plante Moran Financial Advisors, LLC	UNCHANGED	1,284	1,284	0	0%	$36.4K	$31.3K	-$5.1K	2026-11-04
Parkside Financial Bank & Trust	INCREASED	1,246	468	+778	+166%	$13.3K	$30.4K	+$17.1K	2026-10-27
Bayforest Capital Ltd	NEW	1,170	—	+1,170	—	—	$28.5K	—	2026-11-03
Root Financial Partners, LLC	NEW	1,069	—	+1,069	—	—	$26.1K	—	2026-10-21
Eurizon Capital SGR S.p.A.	UNCHANGED	957	957	0	0%	$27.7K	$23.7K	-$4.0K	2026-11-06
Central Trust Co	UNCHANGED	875	875	0	0%	$24.8K	$21.3K	-$3.5K	2026-11-05
CX Institutional	UNCHANGED	732	732	0	0%	$21	$18	-$3	2026-10-02
Ares Financial Consulting, LLC	UNCHANGED	649	649	0	0%	$18.4K	$15.8K	-$2.6K	2026-10-19
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	602	602	0	0%	$17.1K	$14.7K	-$2.4K	2026-10-15
Assetmark, Inc	DECREASED	509	543	-34	-6%	$15.4K	$12.4K	-$3.0K	2026-10-21
Provenance Wealth Advisors, LLC	NEW	489	—	+489	—	—	$11.9K	—	2026-10-30
Rossby Financial, LCC	DECREASED	454	639	-185	-29%	$18.1K	$11.1K	-$7.1K	2026-11-05
IFP Advisors, Inc	DECREASED	427	535	-108	-20%	$15.2K	$10.4K	-$4.8K	2026-10-16
Private Trust Co NA	DECREASED	340	381	-41	-11%	$10.8K	$8.3K	-$2.5K	2026-10-20
Proathlete Wealth Management LLC	NEW	322	—	+322	—	—	$7.9K	—	2026-10-15
Mirae Asset Global Investments Co., Ltd.	DECREASED	320	837	-517	-62%	$23.8K	$7.8K	-$15.9K	2026-11-03
Zions Bancorporation, National Association	DECREASED	292	298	-6	-2%	$8.5K	$7.1K	-$1.3K	2026-11-06
MassMutual Private Wealth & Trust, FSB	INCREASED	286	254	+32	+13%	$7.2K	$7.0K	-$233	2026-10-05
Spire Wealth Management	DECREASED	270	1,035	-765	-74%	$29.4K	$6.6K	-$22.8K	2026-10-30
Trust Co of Vermont	UNCHANGED	266	266	0	0%	$7.5K	$6.5K	-$1.1K	2026-10-21
Next Level Wealth Planning, LLC	NEW	250	—	+250	—	—	$6.1K	—	2026-10-29
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	227	227	0	0%	$6.4K	$5.5K	-$905	2026-10-27
High Note Wealth, LLC	UNCHANGED	223	223	0	0%	$6.3K	$5.4K	-$890	2026-10-27
Bell Investment Advisors, Inc	UNCHANGED	214	214	0	0%	$6.1K	$5.2K	-$854	2026-10-29
Essential Partners LLC	DECREASED	211	703	-492	-70%	$20.0K	$5.1K	-$14.8K	2026-10-14
Key FInancial Inc	UNCHANGED	202	202	0	0%	$5.7K	$4.9K	-$806	2026-11-02
Owl Creek Wealth Partners LLC	UNCHANGED	195	195	0	0%	$5.5K	$4.8K	-$778	2026-10-20
Farmers & Merchants Investments Inc	UNCHANGED	190	190	0	0%	$5.4K	$4.6K	-$758	2026-10-22
Meriwether Wealth & Planning, LLC	NEW	162	—	+162	—	—	$4.0K	—	2026-10-13
WPG Advisers, LLC	UNCHANGED	156	156	0	0%	$4.4K	$3.8K	-$622	2026-10-27
TD Private Client Wealth LLC	UNCHANGED	139	139	0	0%	$3.9K	$3.4K	-$555	2026-10-28
Concord Wealth Partners	UNCHANGED	114	114	0	0%	$3.2K	$2.8K	-$455	2026-11-02
Clearstead Advisors, LLC	DECREASED	112	383	-271	-71%	$10.9K	$2.7K	-$8.2K	2026-11-06
Jacobi Capital Management LLC	NEW	99	—	+99	—	—	$2.4K	—	2026-11-05
Mather Group, Llc.	NEW	88	—	+88	—	—	$2.1K	—	2026-10-14
Simplex Trading, LLC	INCREASED	73	34	+39	+115%	$964	$1.8K	+$816	2026-11-04
Physician Wealth Advisors, Inc.	DECREASED	65	100	-35	-35%	$2.8K	$1.6K	-$1.3K	2026-10-20
Clearstead Trust, LLC	DECREASED	63	290	-227	-78%	$8.2K	$1.5K	-$6.7K	2026-11-06
Elyxium Wealth, LLC	NEW	52	—	+52	—	—	$1.3K	—	2026-10-27
Valley National Advisers Inc	NEW	48	—	+48	—	—	$1.2K	—	2026-10-23
Strengthening Families & Communities, LLC	UNCHANGED	48	48	0	0%	$1.4K	$1.2K	-$191	2026-10-21
GK Wealth Management LLC	NEW	43	—	+43	—	—	$1.0K	—	2026-10-09
Balance Wealth Partners LLC	NEW	37	—	+37	—	—	$902	—	2026-10-27
Compass Financial Management LLC	UNCHANGED	26	26	0	0%	$716	$634	-$82	2026-10-30
Exchange Traded Concepts, LLC	NEW	23	—	+23	—	—	$561	—	2026-10-28
North Star Investment Management Corp.	UNCHANGED	22	22	0	0%	$624	$537	-$87	2026-10-27
True Wealth Design, LLC	DECREASED	20	122	-102	-84%	$3.5K	$488	-$3.0K	2026-10-13
Ascentis Wealth Management, LLC	NEW	15	—	+15	—	—	$365	—	2026-11-03
Capital Advisors, Ltd. LLC	UNCHANGED	6	6	0	0%	$0	$0	$0	2026-10-27
Planning Strategies Inc.	UNCHANGED	4	4	0	0%	$114	$98	-$16	2026-10-02
GHP Investment Advisors, Inc.	DECREASED	3	184	-181	-98%	$5.2K	$74	-$5.1K	2026-10-15
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$28	$25	-$3	2026-10-30
MGO One Seven LLC	CLOSED	0	8,508	-8,508	-100%	$241.4K	$0	-$241.4K	2026-10-28
Profund Advisors LLC	CLOSED	0	8,031	-8,031	-100%	$227.9K	$0	-$227.9K	2026-10-29
Capital Investment Advisors, LLC	CLOSED	0	7,694	-7,694	-100%	$218.4K	$0	-$218.4K	2026-10-22
Summit Securities Group LLC	CLOSED	0	7,600	-7,600	-100%	$215.7K	$0	-$215.7K	2026-11-05
D.A. Davidson & Co.	CLOSED	0	7,317	-7,317	-100%	$207.7K	$0	-$207.7K	2026-10-28
Fifth Third Wealth Advisors LLC	CLOSED	0	7,093	-7,093	-100%	$201.3K	$0	-$201.3K	2026-10-22
Founders Capital Management	CLOSED	0	1,600	-1,600	-100%	$45.4K	$0	-$45.4K	2026-10-13
First Horizon Corp	CLOSED	0	1,164	-1,164	-100%	$33.0K	$0	-$33.0K	2026-10-26
AdvisorNet Financial, Inc	CLOSED	0	765	-765	-100%	$21.7K	$0	-$21.7K	2026-10-15
Trust Co of Toledo NA	CLOSED	0	383	-383	-100%	$10.9K	$0	-$10.9K	2026-10-16
Cornerstone Planning Group LLC	CLOSED	0	204	-204	-100%	$6.0K	$0	-$6.0K	2026-10-16
Spectrum Wealth Advisory Group, LLC	CLOSED	0	41	-41	-100%	$1.2K	$0	-$1.2K	2026-10-29
Community Financial Services Group, LLC	UNCHANGED	0	0	0	—	$12	$10	-$2	2026-10-15
BlackRock, Inc.	N/A	—	31,997,999	-31,997,999	-100%	$908.1M	—	—	—
Cohen & Steers, Inc.	N/A	—	26,631,121	-26,631,121	-100%	$755.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	18,512,078	-18,512,078	-100%	$525.4M	—	—	—
State Street Corp	N/A	—	11,676,756	-11,676,756	-100%	$331.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	9,136,840	-9,136,840	-100%	$259.3M	—	—	—
Centersquare Investment Management LLC	N/A	—	8,644,416	-8,644,416	-100%	$245.3M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	6,886,367	-6,886,367	-100%	$195.4M	—	—	—
Nomura Asset Management International Inc.	N/A	—	5,676,977	-5,676,977	-100%	$161.1M	—	—	—
Bank of America Corp	N/A	—	5,525,131	-5,525,131	-100%	$156.8M	—	—	—
Northern Trust Corp	N/A	—	4,393,150	-4,393,150	-100%	$124.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	3,861,059	-3,861,059	-100%	$109.6M	—	—	—
JPMorgan Chase & Co	N/A	—	3,657,831	-3,657,831	-100%	$106.0M	—	—	—
Norges Bank	N/A	—	2,285,291	-2,285,291	-100%	$64.9M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	2,151,133	-2,151,133	-100%	$61.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,705,908	-1,705,908	-100%	$48.4M	—	—	—
Ameriprise Financial Inc	N/A	—	1,703,098	-1,703,098	-100%	$48.1M	—	—	—
Morgan Stanley	N/A	—	1,698,911	-1,698,911	-100%	$48.2M	—	—	—
Franklin Resources Inc	N/A	—	1,667,532	-1,667,532	-100%	$47.3M	—	—	—
SEI Investments Co	N/A	—	1,520,803	-1,520,803	-100%	$43.2M	—	—	—
FMR LLC	N/A	—	1,477,343	-1,477,343	-100%	$41.9M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,461,015	-1,461,015	-100%	$41.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,345,767	-1,345,767	-100%	$38.2M	—	—	—
Nuveen, LLC	N/A	—	1,345,535	-1,345,535	-100%	$38.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,316,438	-1,316,438	-100%	$37.4M	—	—	—
Legal & General Group Plc	N/A	—	1,184,113	-1,184,113	-100%	$33.6M	—	—	—
Uniplan Investment Counsel, Inc.	N/A	—	1,044,981	-1,044,981	-100%	$29.7M	—	—	—
Invesco Ltd.	N/A	—	921,558	-921,558	-100%	$26.2M	—	—	—
Systematic Financial Management LP	N/A	—	844,573	-844,573	-100%	$24.0M	—	—	—
Kennedy Capital Management LLC	N/A	—	835,890	-835,890	-100%	$23.7M	—	—	—
Apollo Management Holdings, L.P.	N/A	—	768,330	-768,330	-100%	$21.8M	—	—	—
Citadel Advisors LLC	N/A	—	711,996	-711,996	-100%	$20.2M	—	—	—
APG Asset Management US Inc.	N/A	—	691,850	-691,850	-100%	$19.6M	—	—	—
Rhumbline Advisers	N/A	—	688,786	-688,786	-100%	$19.5M	—	—	—
Millennium Management LLC	N/A	—	680,303	-680,303	-100%	$19.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	642,888	-642,888	-100%	$18.2M	—	—	—
AQR Capital Management LLC	N/A	—	601,413	-601,413	-100%	$17.1M	—	—	—
H/2 Credit Manager LP	N/A	—	560,000	-560,000	-100%	$15.9M	—	—	—
UBS Group AG	N/A	—	551,085	-551,085	-100%	$15.6M	—	—	—
California Public Employees Retirement System	N/A	—	503,205	-503,205	-100%	$14.3M	—	—	—
Lasalle Investment Management Securities LLC	N/A	—	460,663	-460,663	-100%	$13.1M	—	—	—
Canada Life Assurance Co	N/A	—	453,718	-453,718	-100%	$12.9M	—	—	—
Alliancebernstein L.P.	N/A	—	440,918	-440,918	-100%	$10.8M	—	—	—
HSBC Holdings PLC	N/A	—	428,790	-428,790	-100%	$12.2M	—	—	—
Swiss National Bank	N/A	—	407,497	-407,497	-100%	$11.6M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	396,928	-396,928	-100%	$11.3M	—	—	—
Voloridge Investment Management, LLC	N/A	—	373,791	-373,791	-100%	$10.6M	—	—	—
Clearbridge Investments, LLC	N/A	—	350,865	-350,865	-100%	$10.0M	—	—	—
Raymond James Financial Inc	N/A	—	348,914	-348,914	-100%	$9.9M	—	—	—
Nomura Asset Management Co LTD	N/A	—	329,620	-329,620	-100%	$9.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	312,504	-312,504	-100%	$8.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	284,304	-284,304	-100%	$8.1M	—	—	—
Edgestream Partners, L.P.	N/A	—	279,815	-279,815	-100%	$7.9M	—	—	—
Wells Fargo & Company	N/A	—	265,508	-265,508	-100%	$7.5M	—	—	—
Verition Fund Management LLC	N/A	—	233,376	-233,376	-100%	$6.6M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	233,345	-233,345	-100%	$6.6M	—	—	—
California State Teachers Retirement System	N/A	—	233,022	-233,022	-100%	$6.6M	—	—	—
SummitTX Capital, L.P.	N/A	—	226,444	-226,444	-100%	$6.4M	—	—	—
Allianz Asset Management GmbH	N/A	—	226,170	-226,170	-100%	$6.4M	—	—	—
First Trust Advisors LP	N/A	—	222,967	-222,967	-100%	$6.3M	—	—	—
MetLife Investment Management, LLC	N/A	—	220,527	-220,527	-100%	$6.3M	—	—	—
Macquarie Group LTD	N/A	—	212,601	-212,601	-100%	$6.0M	—	—	—
Phocas Financial Corp.	N/A	—	204,464	-204,464	-100%	$5.8M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	203,915	-203,915	-100%	$5.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	201,724	-201,724	-100%	$5.7M	—	—	—
Easterly Investment Partners LLC	N/A	—	201,006	-201,006	-100%	$5.7M	—	—	—
Vision Capital Corp	N/A	—	200,000	-200,000	-100%	$5.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	190,792	-190,792	-100%	$5.4M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	189,412	-189,412	-100%	$5.4M	—	—	—
Linden Advisors LP	N/A	—	181,630	-181,630	-100%	$5.2M	—	—	—
Winton Group Ltd	N/A	—	178,479	-178,479	-100%	$5.1M	—	—	—
Focus Partners Wealth	N/A	—	177,978	-177,978	-100%	$5.1M	—	—	—
Qube Research & Technologies Ltd	N/A	—	171,373	-171,373	-100%	$4.9M	—	—	—
Prudential Financial Inc	N/A	—	169,845	-169,845	-100%	$4.8M	—	—	—
Emerald Investment Advisers, LLC	N/A	—	160,000	-160,000	-100%	$4.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	156,514	-156,514	-100%	$4.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	124,585	-124,585	-100%	$3.5M	—	—	—
Quantinno Capital Management LP	N/A	—	118,134	-118,134	-100%	$3.4M	—	—	—
Handelsbanken Fonder AB	N/A	—	116,633	-116,633	-100%	$3.3K	—	—	—
New York State Common Retirement Fund	N/A	—	112,461	-112,461	-100%	$3.2M	—	—	—
Bank of Montreal	N/A	—	109,771	-109,771	-100%	$3.1M	—	—	—
Caxton Associates LLP	N/A	—	105,449	-105,449	-100%	$3.0M	—	—	—
American Century Companies Inc	N/A	—	100,791	-100,791	-100%	$2.9M	—	—	—
SG Americas Securities, LLC	N/A	—	100,357	-100,357	-100%	$2.8M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	95,313	-95,313	-100%	$2.7M	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	89,294	-89,294	-100%	$2.6M	—	—	—
Jupiter Topco LLC	N/A	—	87,325	-87,325	-100%	$2.5M	—	—	—
Soros Fund Management LLC	N/A	—	85,000	-85,000	-100%	$2.4M	—	—	—
Tudor Investment Corp ET AL	N/A	—	82,338	-82,338	-100%	$2.3M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	78,795	-78,795	-100%	$2.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	78,565	-78,565	-100%	$2.2M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	77,878	-77,878	-100%	$2.2M	—	—	—
Hantz Financial Services, Inc.	N/A	—	71,009	-71,009	-100%	$2.0M	—	—	—
Allstate Corp	N/A	—	70,543	-70,543	-100%	$2.0M	—	—	—
Mizuho Markets Americas LLC	N/A	—	69,000	-69,000	-100%	$2.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	66,114	-66,114	-100%	$1.9M	—	—	—
Royal Bank of Canada	N/A	—	64,850	-64,850	-100%	$1.8M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	62,179	-62,179	-100%	$1.8M	—	—	—
Martingale Asset Management L P	N/A	—	60,600	-60,600	-100%	$1.7M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	60,067	-60,067	-100%	$1.7M	—	—	—
Mariner, LLC	N/A	—	58,852	-58,852	-100%	$1.7M	—	—	—
Van Eck Associates Corp	N/A	—	57,536	-57,536	-100%	$1.6M	—	—	—
Stifel Financial Corp	N/A	—	56,567	-56,567	-100%	$1.6M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	56,157	-56,157	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	56,025	-56,025	-100%	$1.6M	—	—	—
Whitebox Advisors LLC	N/A	—	56,000	-56,000	-100%	$1.6M	—	—	—
Natixis Advisors, LLC	N/A	—	53,584	-53,584	-100%	$1.5M	—	—	—
Metis Global Partners, LLC	N/A	—	52,958	-52,958	-100%	$1.5M	—	—	—
Cerity Partners LLC	N/A	—	52,686	-52,686	-100%	$1.5M	—	—	—
Weiss Asset Management LP	N/A	—	51,703	-51,703	-100%	$1.5M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	50,623	-50,623	-100%	$1.4M	—	—	—
Pettee Investors, Inc.	N/A	—	50,510	-50,510	-100%	$1.4M	—	—	—
State of Wisconsin Investment Board	N/A	—	46,013	-46,013	-100%	$1.3M	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	45,680	-45,680	-100%	$1.3M	—	—	—
Hazelview Securities Inc.	N/A	—	45,355	-45,355	-100%	$1.3M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	45,323	-45,323	-100%	$1.3M	—	—	—
Balyasny Asset Management L.P.	N/A	—	45,200	-45,200	-100%	$1.3M	—	—	—
Intech Investment Management LLC	N/A	—	42,944	-42,944	-100%	$1.2M	—	—	—
Mercer Global Advisors Inc	N/A	—	41,261	-41,261	-100%	$1.2M	—	—	—
Vestcor Inc	N/A	—	39,993	-39,993	-100%	$1.1M	—	—	—
M&T Bank Corp	N/A	—	39,617	-39,617	-100%	$1.1M	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	38,910	-38,910	-100%	$1.1M	—	—	—
Voya Investment Management LLC	N/A	—	38,902	-38,902	-100%	$1.1M	—	—	—
New Age Alpha Advisors, LLC	N/A	—	38,793	-38,793	-100%	$1.1M	—	—	—
Massar Capital Management, LP	N/A	—	36,759	-36,759	-100%	$1.0M	—	—	—
Freestone Grove Partners LP	N/A	—	36,392	-36,392	-100%	$1.0M	—	—	—
Susquehanna Advisors Group, Inc.	N/A	—	33,900	-33,900	-100%	$962.1K	—	—	—
Cetera Investment Advisers	N/A	—	33,866	-33,866	-100%	$961.1K	—	—	—
Victory Capital Management Inc	N/A	—	32,981	-32,981	-100%	$936.0K	—	—	—
&partners	N/A	—	32,421	-32,421	-100%	$1.3M	—	—	—
Nissay Asset Management Corp N	N/A	—	32,122	-32,122	-100%	$911.6K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	31,211	-31,211	-100%	$885.8K	—	—	—
Marshall Wace, LLP	N/A	—	30,929	-30,929	-100%	$877.8K	—	—	—
Federated Hermes, Inc.	N/A	—	30,029	-30,029	-100%	$852.2K	—	—	—
Pathstone Holdings, LLC	N/A	—	28,399	-28,399	-100%	$806.0K	—	—	—
Guggenheim Capital LLC	N/A	—	26,320	-26,320	-100%	$747.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	25,378	-25,378	-100%	$720.2K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	25,235	-25,235	-100%	$716.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	25,148	-25,148	-100%	$713.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	24,561	-24,561	-100%	$697.0K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	24,121	-24,121	-100%	$684.6K	—	—	—
Meeder Asset Management Inc	N/A	—	23,888	-23,888	-100%	$677.9K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	23,757	-23,757	-100%	$674.2K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	23,379	-23,379	-100%	$663.5K	—	—	—
Neuberger Berman Group LLC	N/A	—	23,354	-23,354	-100%	$662.8K	—	—	—
Bridgefront Capital, LLC	N/A	—	22,904	-22,904	-100%	$650.0K	—	—	—
Groupe la Francaise	N/A	—	22,766	-22,766	-100%	$646.1K	—	—	—
MAI Capital Management	N/A	—	22,734	-22,734	-100%	$645.2K	—	—	—
Pacer Advisors, Inc.	N/A	—	22,619	-22,619	-100%	$642.0K	—	—	—
Captrust Financial Advisors	N/A	—	22,288	-22,288	-100%	$632.5K	—	—	—
AE Wealth Management LLC	N/A	—	21,764	-21,764	-100%	$617.7K	—	—	—
Fieldview Capital Management, LLC	N/A	—	21,075	-21,075	-100%	$598.1K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	20,799	-20,799	-100%	$590.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	20,395	-20,395	-100%	$578.8K	—	—	—
Harvest Investment Services, LLC	N/A	—	19,813	-19,813	-100%	$562.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	19,076	-19,076	-100%	$541.4K	—	—	—
Vident Advisory, LLC	N/A	—	17,088	-17,088	-100%	$484.9K	—	—	—
Catalyst Funds Management Pty Ltd	N/A	—	15,401	-15,401	-100%	$437.1K	—	—	—
GeoWealth Management, LLC	N/A	—	15,137	-15,137	-100%	$429.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	14,650	-14,650	-100%	$415.8K	—	—	—
Harbour Investments, Inc.	N/A	—	13,922	-13,922	-100%	$395.1K	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	13,922	-13,922	-100%	$395.1K	—	—	—
CFO4Life Group, LLC	N/A	—	13,837	-13,837	-100%	$392.7K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	13,353	-13,353	-100%	$379.0K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	13,260	-13,260	-100%	$376.3K	—	—	—
Arete Wealth Advisors, LLC	N/A	—	13,095	-13,095	-100%	$371.6K	—	—	—
NewEdge Wealth, LLC	N/A	—	12,962	-12,962	-100%	$367.9K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	12,701	-12,701	-100%	$360.5K	—	—	—
DnB Asset Management AS	N/A	—	12,664	-12,664	-100%	$359.4K	—	—	—
HighTower Advisors, LLC	N/A	—	12,406	-12,406	-100%	$352.1K	—	—	—
Jump Financial, LLC	N/A	—	11,872	-11,872	-100%	$336.9K	—	—	—
Bleakley Financial Group, LLC	N/A	—	11,400	-11,400	-100%	$323.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	11,245	-11,245	-100%	$319.1K	—	—	—
Diametric Capital, LP	N/A	—	11,215	-11,215	-100%	$318.3K	—	—	—
Modern Wealth Management, LLC	N/A	—	10,737	-10,737	-100%	$304.7K	—	—	—
AlphaGrep UK Ltd	N/A	—	10,722	-10,722	-100%	$304.3K	—	—	—
SUN Life Financial Inc	N/A	—	10,705	-10,705	-100%	$304.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	10,620	-10,620	-100%	$301.4K	—	—	—
Inceptionr LLC	N/A	—	9,937	-9,937	-100%	$282.0K	—	—	—
Connable Office Inc	N/A	—	9,750	-9,750	-100%	$276.7K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	9,747	-9,747	-100%	$276.6K	—	—	—
Squarepoint Ops LLC	N/A	—	9,722	-9,722	-100%	$275.9K	—	—	—
Stephens Inc	N/A	—	9,164	-9,164	-100%	$260.1K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	8,938	-8,938	-100%	$253.7K	—	—	—
Norinchukin Bank, The	N/A	—	8,780	-8,780	-100%	$249.2K	—	—	—
LeClair Wealth Partners LLC	N/A	—	8,398	-8,398	-100%	$238.3K	—	—	—
GSA Capital Partners LLP	N/A	—	8,325	-8,325	-100%	$236.0K	—	—	—
MML Investors Services, LLC	N/A	—	8,214	-8,214	-100%	$233.1K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	8,000	-8,000	-100%	$227.0K	—	—	—
West Family Investments, Inc.	N/A	—	7,652	-7,652	-100%	$217.2K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	7,500	-7,500	-100%	$212.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	7,219	-7,219	-100%	$211.0K	—	—	—
Empowered Funds, LLC	N/A	—	7,206	-7,206	-100%	$204.5K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	6,988	-6,988	-100%	$198.3K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	5,308	-5,308	-100%	$150.6K	—	—	—
Arax Advisory Partners	N/A	—	5,051	-5,051	-100%	$143.3K	—	—	—
SouthState Bank Corp	N/A	—	5,000	-5,000	-100%	$141.9K	—	—	—
Quantum Portfolio Management LLC	N/A	—	4,629	-4,629	-100%	$131.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,540	-4,540	-100%	$128.8K	—	—	—
Rothschild Investment LLC	N/A	—	4,312	-4,312	-100%	$122.4K	—	—	—
FIL Ltd	N/A	—	3,360	-3,360	-100%	$95.4K	—	—	—
Centennial Bank	N/A	—	3,356	-3,356	-100%	$95.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,324	-3,324	-100%	$94.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,601	-2,601	-100%	$73.8K	—	—	—
Graticule Asia Macro Advisors LLC	N/A	—	2,238	-2,238	-100%	$63.5K	—	—	—
Emerald Advisers, LLC	N/A	—	2,073	-2,073	-100%	$58.8K	—	—	—
Huntington National Bank	N/A	—	2,072	-2,072	-100%	$58.8K	—	—	—
Capital Analysts, LLC	N/A	—	2,049	-2,049	-100%	$51.0K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	1,857	-1,857	-100%	$52.7K	—	—	—
Bessemer Group Inc	N/A	—	1,519	-1,519	-100%	$42	—	—	—
Kemnay Advisory Services Inc.	N/A	—	1,430	-1,430	-100%	$40.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,411	-1,411	-100%	$40.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,318	-1,318	-100%	$37.4K	—	—	—
Sittner & Nelson, LLC	N/A	—	1,115	-1,115	-100%	$31.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,088	-1,088	-100%	$30.9K	—	—	—
LRI Investments, LLC	N/A	—	1,086	-1,086	-100%	$30.8K	—	—	—
Optiver Holding B.V.	N/A	—	920	-920	-100%	$26.1K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	894	-894	-100%	$25.4K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	781	-781	-100%	$22.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	742	-742	-100%	$21.4K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	715	-715	-100%	$20.3K	—	—	—
IFG Advisory, LLC	N/A	—	706	-706	-100%	$20.0K	—	—	—
Persistent Asset Partners Ltd	N/A	—	634	-634	-100%	$18.0K	—	—	—
Sachetta, LLC	N/A	—	543	-543	-100%	$15.4K	—	—	—
BFC Planning, Inc.	N/A	—	523	-523	-100%	$14.8K	—	—	—
Brown Brothers Harriman & Co	N/A	—	435	-435	-100%	$12.3K	—	—	—
Ancora Advisors LLCA	N/A	—	336	-336	-100%	$9.5K	—	—	—
Quent Capital, LLC	N/A	—	308	-308	-100%	$8.7K	—	—	—
Smithfield Trust Co	N/A	—	249	-249	-100%	$7.0K	—	—	—
Picton Mahoney Asset Management	N/A	—	231	-231	-100%	$6.6K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	225	-225	-100%	$6.4K	—	—	—
Allied Private Wealth LLC	N/A	—	221	-221	-100%	$6.3K	—	—	—
Quarry LP	N/A	—	211	-211	-100%	$6.0K	—	—	—
Danske Bank A/S	N/A	—	200	-200	-100%	$5.7K	—	—	—
HM Payson & Co	N/A	—	95	-95	-100%	$2.7K	—	—	—
Cornerstone Financial Management LLC	N/A	—	93	-93	-100%	$2.6K	—	—	—
Westfuller Advisors, LLC	N/A	—	76	-76	-100%	$2.2K	—	—	—
Alerus Financial NA	N/A	—	62	-62	-100%	$1.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	50	-50	-100%	$1.4K	—	—	—
SHP Wealth Management	N/A	—	34	-34	-100%	$965	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	23	-23	-100%	$653	—	—	—
Group One Trading LLC	N/A	—	21	-21	-100%	$596	—	—	—
ST Germain D J Co Inc	N/A	—	18	-18	-100%	$511	—	—	—
Dunhill Financial, LLC	N/A	—	11	-11	-100%	$333	—	—	—
Bogart Wealth, LLC	N/A	—	3	-3	-100%	$85	—	—	—
Kilter Group LLC	N/A	—	1	-1	-100%	$29	—	—	—

Showing 432 of 432 institutions