Knife River Corp (KNF)

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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Baillie Gifford & Co

DECREASED

Shares2,243,955 from 2,739,232

Change-495,277 (-18%)

Value$113.1M (-$116.0M)

Filed 2026-11-09

Dimensional Fund Advisors LP

INCREASED

Shares2,204,436 from 1,790,209

Change+414,227 (+23%)

Value$111.2M (-$38.6M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares1,514,487 from 1,523,250

Change-8,763 (-1%)

Value$76.4M (-$51.1M)

Filed 2026-11-06

Paradice Investment Management LLC

INCREASED

Shares686,822 from 401,904

Change+284,918 (+71%)

Value$34.6M (+$1.0M)

Filed 2026-10-19

US Bancorp \de\

DECREASED

Shares401,201 from 403,103

Change-1,902 (0%)

Value$20.2M (-$13.5M)

Filed 2026-11-05

Bank of New York Mellon Corp

DECREASED

Shares341,972 from 354,350

Change-12,378 (-3%)

Value$17.2M (-$12.4M)

Filed 2026-11-05

Exchange Traded Concepts, LLC

UNCHANGED

Shares206,575 from 206,575

Change0 (0%)

Value$10.4M (-$6.9M)

Filed 2026-10-28

Creative Planning

INCREASED

Shares136,672 from 107,066

Change+29,606 (+28%)

Value$6.9M (-$2.1M)

Filed 2026-11-02

Principal Financial Group Inc

INCREASED

Shares136,214 from 132,683

Change+3,531 (+3%)

Value$6.9M (-$4.2M)

Filed 2026-11-02

Congress Asset Management Co

INCREASED

Shares106,446 from 87,718

Change+18,728 (+21%)

Value$5.4M (-$2.0M)

Filed 2026-10-06

Angeles Investment Advisors, LLC

UNCHANGED

Shares101,510 from 101,510

Change0 (0%)

Value$5.1M (-$3.4M)

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares93,553 from 105,946

Change-12,393 (-12%)

Value$4.7M (-$4.1M)

Filed 2026-11-06

Barclays PLC

DECREASED

Shares90,219 from 94,457

Change-4,238 (-4%)

Value$4.5M (-$3.4M)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares67,269 from 65,784

Change+1,485 (+2%)

Value$3.4M (-$2.1M)

Filed 2026-11-06

New York State Teachers Retirement System

UNCHANGED

Shares62,530 from 62,530

Change0 (0%)

Value$3.2K (-$5.2M)

Filed 2026-10-22

Retirement Systems of Alabama

DECREASED

Shares58,547 from 58,700

Change-153 (0%)

Value$3.0M (-$2.0M)

Filed 2026-11-04

Nordea Investment Management AB

INCREASED

Shares54,099 from 11,875

Change+42,224 (+356%)

Value$2.8M (+$1.8M)

Filed 2026-11-09

John G Ullman & Associates Inc

DECREASED

Shares53,336 from 53,971

Change-635 (-1%)

Value$2.7M (-$1.8M)

Filed 2026-11-04

Pecaut & Co.

INCREASED

Shares51,740 from 50,140

Change+1,600 (+3%)

Value$2.6M (-$1.6M)

Filed 2026-10-27

Russell Investments Group, Ltd.

DECREASED

Shares50,283 from 57,129

Change-6,846 (-12%)

Value$2.5M (-$2.2M)

Filed 2026-11-06

Meixler Investment Management, Ltd.

INCREASED

Shares47,318 from 36,077

Change+11,241 (+31%)

Value$2.4M (-$632.1K)

Filed 2026-11-03

Hunter Associates Investment Management LLC

INCREASED

Shares43,431 from 40,344

Change+3,087 (+8%)

Value$2.2K (-$3.4M)

Filed 2026-10-26

Fifth Third Bancorp

INCREASED

Shares40,384 from 21,957

Change+18,427 (+84%)

Value$2.0M (+$199.4K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares31,695 from 55,961

Change-24,266 (-43%)

Value$1.6M (-$3.1M)

Filed 2026-11-04

INCREASED

Shares29,341 from 25,841

Change+3,500 (+14%)

Value$1.5M (-$682.2K)

Filed 2026-10-23

Cascade Investment Advisors, Inc.

INCREASED

Shares25,565 from 17,614

Change+7,951 (+45%)

Value$1.3M (-$184.4K)

Filed 2026-11-02

Amalgamated Bank

INCREASED

Shares24,359 from 24,132

Change+227 (+1%)

Value$1.2K (-$2.0M)

Filed 2026-10-23

Washington Trust Bank

UNCHANGED

Shares22,771 from 22,771

Change0 (0%)

Value$1.1M (-$756.7K)

Filed 2026-11-03

Harbor Capital Advisors, Inc.

INCREASED

Shares20,527 from 280

Change+20,247 (+7231%)

Value$1.0K (+$1.0K)

Filed 2026-10-22

Mutual of America Capital Management LLC

DECREASED

Shares20,119 from 20,511

Change-392 (-2%)

Value$1.0M (-$701.3K)

Filed 2026-10-23

State of New Jersey Common Pension Fund D

UNCHANGED

Shares19,791 from 19,791

Change0 (0%)

Value$997.9K (-$657.7K)

Filed 2026-11-05

Campbell Newman Asset Management Inc

INCREASED

Shares18,843 from 18,239

Change+604 (+3%)

Value$950.1K (-$575.6K)

Filed 2026-10-22

Louisiana State Employees Retirement System

INCREASED

Shares16,900 from 16,600

Change+300 (+2%)

Value$852.1K (-$536.5K)

Filed 2026-10-20

D.A. Davidson & Co.

DECREASED

Shares16,365 from 17,269

Change-904 (-5%)

Value$825.1K (-$619.4K)

Filed 2026-10-28

Arizona State Retirement System

INCREASED

Shares15,972 from 15,660

Change+312 (+2%)

Value$805.3K (-$504.7K)

Filed 2026-11-03

Handelsbanken Fonder AB

UNCHANGED

Shares14,900 from 14,900

Change0 (0%)

Value$751.0K (+$749.8K)

Filed 2026-11-09

Yousif Capital Management, LLC

DECREASED

Shares14,630 from 15,604

Change-974 (-6%)

Value$737.6K (-$567.6K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares13,549 from 13,587

Change-38 (0%)

Value$683.1K (-$453.4K)

Filed 2026-11-03

State of Michigan Retirement System

INCREASED

Shares13,355 from 13,255

Change+100 (+1%)

Value$673.4K (-$435.4K)

Filed 2026-10-27

Riverwater Partners LLC

UNCHANGED

Shares13,338 from 13,338

Change0 (0%)

Value$672.5K (-$443.2K)

Filed 2026-11-03

Allspring Global Investments Holdings, LLC

DECREASED

Shares13,132 from 39,888

Change-26,756 (-67%)

Value$664.7K (-$2.6M)

Filed 2026-11-04

Clark Financial Services Group Inc

UNCHANGED

Shares13,067 from 13,067

Change0 (0%)

Value$658.8K (-$434.2K)

Filed 2026-10-19

Thrivent Financial for Lutherans

DECREASED

Shares12,439 from 12,603

Change-164 (-1%)

Value$627.0K (-$427.0K)

Filed 2026-11-05

Moors & Cabot, Inc.

DECREASED

Shares12,231 from 13,435

Change-1,204 (-9%)

Value$616.7K (-$507.2K)

Filed 2026-11-06

Montgomery Investment Management Inc

UNCHANGED

Shares12,104 from 12,104

Change0 (0%)

Value$610.3K (-$402.2K)

Filed 2026-10-26

Oregon Public Employees Retirement Fund

INCREASED

Shares11,804 from 11,704

Change+100 (+1%)

Value$595.2K (-$383.9K)

Filed 2026-10-30

New Mexico Educational Retirement Board

UNCHANGED

Shares11,700 from 11,700

Change0 (0%)

Value$590.0K (-$389.0K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares10,895 from 12,938

Change-2,043 (-16%)

Value$549.3K (-$532.9K)

Filed 2026-11-02

Nisa Investment Advisors, LLC

DECREASED

Shares10,372 from 10,491

Change-119 (-1%)

Value$523.0K (-$354.6K)

Filed 2026-10-20

ProShare Advisors LLC

DECREASED

Shares9,448 from 9,841

Change-393 (-4%)

Value$476.4K (-$346.8K)

Filed 2026-10-29

Pictet Asset Management Holding SA

UNCHANGED

Shares9,136 from 9,136

Change0 (0%)

Value$460.6K (-$303.6K)

Filed 2026-11-03

Golden State Wealth Management, LLC

INCREASED

Shares8,599 from 7,123

Change+1,476 (+21%)

Value$433.6K (-$162.3K)

Filed 2026-11-02

Angeles Wealth Management, LLC

DECREASED

Shares8,570 from 8,661

Change-91 (-1%)

Value$432.1K (-$292.4K)

Filed 2026-10-26

Xponance LLC

DECREASED

Shares8,143 from 8,489

Change-346 (-4%)

Value$410.6K (-$299.5K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares7,796 from 8,936

Change-1,140 (-13%)

Value$407.5K (-$317.1K)

Filed 2026-10-13

Central Pacific Bank - Trust Division

UNCHANGED

Shares7,276 from 7,276

Change0 (0%)

Value$366.9K (-$241.8K)

Filed 2026-10-06

Brady Martz Wealth Solutions, LLC

UNCHANGED

Shares7,005 from 7,005

Change0 (0%)

Value$353.2K (-$232.8K)

Filed 2026-11-05

Clear Creek Financial Management, LLC

DECREASED

Shares6,745 from 16,107

Change-9,362 (-58%)

Value$340.1K (-$1.0M)

Filed 2026-10-28

Cohen Capital Management, Inc.

UNCHANGED

Shares6,580 from 6,580

Change0 (0%)

Value$331.8K (-$218.7K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

INCREASED

Shares5,939 from 4,657

Change+1,282 (+28%)

Value$299.4K (-$90.1K)

Filed 2026-11-06

Amundi

INCREASED

Shares5,639 from 4,499

Change+1,140 (+25%)

Value$284.3K (-$92.0K)

Filed 2026-11-06

Savant Capital, LLC

DECREASED

Shares5,402 from 6,205

Change-803 (-13%)

Value$272.4K (-$246.5K)

Filed 2026-11-06

Allied Investment Advisors, LLC

INCREASED

Shares5,384 from 4,621

Change+763 (+17%)

Value$271.5K (-$115.1K)

Filed 2026-10-13

State of Alaska, Department of Revenue

DECREASED

Shares5,381 from 8,430

Change-3,049 (-36%)

Value$271 (-$703.7K)

Filed 2026-10-15

Apollon Wealth Management, LLC

INCREASED

Shares5,223 from 5,046

Change+177 (+4%)

Value$263.3K (-$158.8K)

Filed 2026-10-23

Lanark Financial, Inc.

INCREASED

Shares5,120 from 5,064

Change+56 (+1%)

Value$258.2K (-$165.5K)

Filed 2026-10-26

Forza Wealth Management, LLC

UNCHANGED

Shares5,116 from 5,116

Change0 (0%)

Value$257.9K (-$170.0K)

Filed 2026-10-20

Cascade Investment Group, Inc.

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$252.1K (-$166.2K)

Filed 2026-10-13

Securian Asset Management, Inc

UNCHANGED

Shares4,218 from 4,218

Change0 (0%)

Value$212.7K (-$132.0K)

Filed 2026-11-06

IVC Wealth Advisors LLC

INCREASED

Shares4,110 from 4,103

Change+7 (+0%)

Value$207.2K (-$136.0K)

Filed 2026-10-23

ZWJ Investment Counsel Inc

INCREASED

Shares4,000 from 3,164

Change+836 (+26%)

Value$201.7K (-$63.0K)

Filed 2026-10-15

Asset Management One Co., Ltd.

INCREASED

Shares3,986 from 2,835

Change+1,151 (+41%)

Value$201.0K (-$36.2K)

Filed 2026-10-27

First Premier Bank

UNCHANGED

Shares2,137 from 2,137

Change0 (0%)

Value$108 (-$71)

Filed 2026-10-13

Manchester Capital Management LLC

UNCHANGED

Shares1,933 from 1,933

Change0 (0%)

Value$97.5K (-$64.2K)

Filed 2026-10-22

Sterling Capital Management LLC

DECREASED

Shares1,916 from 13,970

Change-12,054 (-86%)

Value$96.6K (-$1.1M)

Filed 2026-10-22

KBC Group NV

UNCHANGED

Shares1,742 from 1,742

Change0 (0%)

Value$88 (-$145.9K)

Filed 2026-10-22

Nykredit A/S

UNCHANGED

Shares1,446 from 1,446

Change0 (0%)

Value$72.9K (-$48.1K)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

INCREASED

Shares1,140 from 1,125

Change+15 (+1%)

Value$57.5K (-$36.6K)

Filed 2026-10-20

Strs Ohio

DECREASED

Shares1,100 from 4,300

Change-3,200 (-74%)

Value$55.5K (-$304.2K)

Filed 2026-10-30

Harbor Investment Advisory, LLC

INCREASED

Shares1,036 from 597

Change+439 (+74%)

Value$52.2K (+$2.3K)

Filed 2026-10-13

Summit Securities Group LLC

NEW

Shares1,000

Change+1,000

Value$50.4K

Filed 2026-11-05

Concord Wealth Partners

UNCHANGED

Shares847 from 847

Change0 (0%)

Value$42.7K (-$28.1K)

Filed 2026-11-02

Signaturefd, LLC

INCREASED

Shares826 from 225

Change+601 (+267%)

Value$41.6K (+$22.8K)

Filed 2026-10-23

EverSource Wealth Advisors, LLC

DECREASED

Shares740 from 759

Change-19 (-2%)

Value$37.3K (-$26.2K)

Filed 2026-11-04

CoreCap Advisors, LLC

DECREASED

Shares673 from 732

Change-59 (-8%)

Value$33.9K (-$27.3K)

Filed 2026-10-08

William Mack & Associates, Inc.

NEW

Shares669

Change+669

Value$33.7K

Filed 2026-10-27

Allworth Financial LP

INCREASED

Shares595 from 590

Change+5 (+1%)

Value$49.8K (+$418)

Filed 2026-11-06

Hilltop National Bank

UNCHANGED

Shares592 from 592

Change0 (0%)

Value$29.8K (-$19.7K)

Filed 2026-10-14

Parallel Advisors, LLC

INCREASED

Shares591 from 396

Change+195 (+49%)

Value$29.8K (-$3.3K)

Filed 2026-11-03

Tompkins Financial Corp

UNCHANGED

Shares513 from 513

Change0 (0%)

Value$25.9K (-$17.0K)

Filed 2026-10-05

Bank of New Hampshire

UNCHANGED

Shares505 from 505

Change0 (0%)

Value$25.5K (-$16.8K)

Filed 2026-10-06

Country Trust Bank

UNCHANGED

Shares487 from 487

Change0 (0%)

Value$24.6K (-$16.2K)

Filed 2026-10-30

Trust Co of Vermont

UNCHANGED

Shares463 from 463

Change0 (0%)

Value$23.3K (-$15.4K)

Filed 2026-10-21

Larson Financial Group LLC

DECREASED

Shares365 from 708

Change-343 (-48%)

Value$18.4K (-$40.8K)

Filed 2026-11-05

Gamma Investing LLC

DECREASED

Shares324 from 777

Change-453 (-58%)

Value$16.3K (-$48.7K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares267 from 278

Change-11 (-4%)

Value$13.5K (-$9.8K)

Filed 2026-10-16

IFS Advisors, LLC

NEW

Shares263

Change+263

Value$13.3K

Filed 2026-10-14

Bayban

UNCHANGED

Shares253 from 253

Change0 (0%)

Value$21.2K ($0)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares231 from 265

Change-34 (-13%)

Value$11.6K (-$10.6K)

Filed 2026-10-08

City State Bank

UNCHANGED

Shares212 from 212

Change0 (0%)

Value$10.7K (-$7.0K)

Filed 2026-10-20

UMB Bank, n.a.

DECREASED

Shares205 from 738

Change-533 (-72%)

Value$10.3K (-$51.4K)

Filed 2026-11-06

Dakota Community Bank & Trust NA

UNCHANGED

Shares185 from 185

Change0 (0%)

Value$9.3K (-$6.1K)

Filed 2026-10-09

Mather Group, Llc.

UNCHANGED

Shares159 from 159

Change0 (0%)

Value$8.0K (-$5.3K)

Filed 2026-10-14

Pinnacle Bancorp, Inc.

UNCHANGED

Shares158 from 158

Change0 (0%)

Value$8.0K (-$5.3K)

Filed 2026-10-21

Bayforest Capital Ltd

NEW

Shares152

Change+152

Value$7.7K

Filed 2026-11-03

TD Waterhouse Canada Inc.

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$7.6K (-$4.8K)

Filed 2026-10-16

Wealth Enhancement Trust Services, Inc.

DECREASED

Shares149 from 151

Change-2 (-1%)

Value$7.5K (-$5.1K)

Filed 2026-10-07

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares134 from 134

Change0 (0%)

Value$6.8K (-$4.5K)

Filed 2026-11-05

Costello Asset Management, Inc

UNCHANGED

Shares132 from 132

Change0 (0%)

Value$6.7K (-$4.4K)

Filed 2026-10-30

Pension & Wealth Management Advisors, Inc.

NEW

Shares129

Change+129

Value$6.5K

Filed 2026-10-16

Versant Capital Management, Inc

DECREASED

Shares127 from 553

Change-426 (-77%)

Value$6.4K (-$39.9K)

Filed 2026-10-02

Central Trust Co

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$6.3K (-$4.2K)

Filed 2026-11-05

Assetmark, Inc

DECREASED

Shares119 from 227

Change-108 (-48%)

Value$6.0K (-$13.0K)

Filed 2026-10-21

Bare Financial Services, Inc

DECREASED

Shares117 from 162

Change-45 (-28%)

Value$5.9K (-$7.7K)

Filed 2026-11-04

Elyxium Wealth, LLC

NEW

Shares105

Change+105

Value$5.3K

Filed 2026-10-27

Bullock Wealth Management Group

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$5.2K (-$3.3K)

Filed 2026-10-09

Bangor Savings Bank

UNCHANGED

Shares96 from 96

Change0 (0%)

Value$4.8K (-$3.2K)

Filed 2026-10-06

Capital Advisors, Ltd. LLC

UNCHANGED

Shares95 from 95

Change0 (0%)

Value$5 (-$3)

Filed 2026-10-27

Covestor Ltd

DECREASED

Shares82 from 86

Change-4 (-5%)

Value$4 (-$3)

Filed 2026-10-30

City Holding Co

DECREASED

Shares81 from 262

Change-181 (-69%)

Value$4.1K (-$17.8K)

Filed 2026-10-19

Root Financial Partners, LLC

NEW

Shares80

Change+80

Value$4.0K

Filed 2026-10-21

Harbor Asset Planning, Inc.

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$3.7K (-$2.5K)

Filed 2026-10-23

SJS Investment Consulting Inc.

INCREASED

Shares72 from 10

Change+62 (+620%)

Value$3.6K (+$2.8K)

Filed 2026-10-26

Compass Financial Management LLC

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$3.6K (-$1.4K)

Filed 2026-10-30

Archer Investment Corp

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$3.4K (-$2.2K)

Filed 2026-11-05

Parkside Financial Bank & Trust

DECREASED

Shares53 from 63

Change-10 (-16%)

Value$2.7K (-$2.6K)

Filed 2026-10-27

Blue Trust, Inc.

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$2.5K (-$1.6K)

Filed 2026-10-15

Farmers & Merchants Investments Inc

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$2.4K (-$1.6K)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

NEW

Shares46

Change+46

Value$2.3K

Filed 2026-10-29

Clearstead Trust, LLC

INCREASED

Shares43 from 14

Change+29 (+207%)

Value$2.2K (+$997)

Filed 2026-11-06

Simplex Trading, LLC

INCREASED

Shares40 from 1

Change+39 (+3900%)

Value$2.0K (+$1.9K)

Filed 2026-11-04

JFS Wealth Advisors, LLC

DECREASED

Shares35 from 40

Change-5 (-12%)

Value$1.8K (-$1.6K)

Filed 2026-11-03

Creative Capital Management Investments LLC

INCREASED

Shares34 from 16

Change+18 (+113%)

Value$1.7K (+$376)

Filed 2026-10-28

Bell Investment Advisors, Inc

INCREASED

Shares33 from 16

Change+17 (+106%)

Value$1.7K (+$325)

Filed 2026-10-29

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares26 from 113

Change-87 (-77%)

Value$1.3K (-$8.1K)

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares23 from 34

Change-11 (-32%)

Value$1.2K (-$1.7K)

Filed 2026-10-05

Ascentis Wealth Management, LLC

NEW

Shares20

Change+20

Value$1.0K

Filed 2026-11-03

Rothwell Investment Advisors, LLC

NEW

Shares16

Change+16

Value$807

Filed 2026-11-06

Clearstead Advisors, LLC

DECREASED

Shares16 from 59

Change-43 (-73%)

Value$807 (-$4.1K)

Filed 2026-11-06

Fortitude Family Office, LLC

DECREASED

Shares16 from 34

Change-18 (-53%)

Value$807 (-$2.0K)

Filed 2026-10-14

CX Institutional

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1 ($0)

Filed 2026-10-02

Provenance Wealth Advisors, LLC

NEW

Shares11

Change+11

Value$555

Filed 2026-10-30

Montgomery Financial Services LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$504 (-$333)

Filed 2026-11-03

Creative Financial Designs Inc

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$454 (-$299)

Filed 2026-11-04

Private Wealth Management Group, LLC

DECREASED

Shares8 from 50

Change-42 (-84%)

Value$404 (-$3.8K)

Filed 2026-10-19

Asset Dedication, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$404 (-$266)

Filed 2026-11-03

WPG Advisers, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$403 (-$266)

Filed 2026-10-27

Proathlete Wealth Management LLC

NEW

Shares7

Change+7

Value$352

Filed 2026-10-15

Essential Partners LLC

DECREASED

Shares7 from 71

Change-64 (-90%)

Value$353 (-$5.6K)

Filed 2026-10-14

DiNuzzo Private Wealth, Inc.

DECREASED

Shares6 from 8

Change-2 (-25%)

Value$303 (-$367)

Filed 2026-10-16

Bay Harbor Wealth Management, LLC

DECREASED

Shares5 from 9

Change-4 (-44%)

Value$252 (-$501)

Filed 2026-11-03

Hughes Financial Services, LLC

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$173 (+$6)

Filed 2026-10-30

Financial Management Professionals, Inc.

NEW

Shares2

Change+2

Value$101

Filed 2026-10-23

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$51 (-$33)

Filed 2026-10-15

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$51 (-$33)

Filed 2026-10-15

Aberdeen Group plc

CLOSED

Shares0 from 207,232

Change-207,232 (-100%)

Value$0 (-$17.3M)

Filed 2026-11-06

Moody Aldrich Partners LLC

CLOSED

Shares0 from 39,316

Change-39,316 (-100%)

Value$0 (-$3.3M)

Filed 2026-10-27

AdvisorNet Financial, Inc

CLOSED

Shares0 from 5,568

Change-5,568 (-100%)

Value$0 (-$465.8K)

Filed 2026-10-15

Elevation Point Wealth Partners, LLC

CLOSED

Shares0 from 3,849

Change-3,849 (-100%)

Value$0 (-$322.0K)

Filed 2026-11-05

Dmkc Advisory Services, LLC

CLOSED

Shares0 from 3,762

Change-3,762 (-100%)

Value$0 (-$314.7K)

Filed 2026-11-04

Crossmark Global Holdings, Inc.

CLOSED

Shares0 from 3,678

Change-3,678 (-100%)

Value$0 (-$307.7K)

Filed 2026-10-21

Swiss Life Asset Management Ltd

CLOSED

Shares0 from 3,566

Change-3,566 (-100%)

Value$0 (-$298.3K)

Filed 2026-11-03

Natixis

CLOSED

Shares0 from 3,497

Change-3,497 (-100%)

Value$0 (-$292.5K)

Filed 2026-11-06

Abel Hall, LLC

CLOSED

Shares0 from 3,010

Change-3,010 (-100%)

Value$0 (-$251.8K)

Filed 2026-10-19

Evergreen Capital Management LLC

CLOSED

Shares0 from 2,978

Change-2,978 (-100%)

Value$0 (-$249.1K)

Filed 2026-10-23

Quadrant Capital Group LLC

CLOSED

Shares0 from 2,956

Change-2,956 (-100%)

Value$0 (-$247.3K)

Filed 2026-10-20

Unified Investment Management

CLOSED

Shares0 from 2,902

Change-2,902 (-100%)

Value$0 (-$242.8K)

Filed 2026-10-14

Merit Financial Group, LLC

CLOSED

Shares0 from 2,865

Change-2,865 (-100%)

Value$0 (-$239.7K)

Filed 2026-11-06

RIA Advisory Group LLC

CLOSED

Shares0 from 2,850

Change-2,850 (-100%)

Value$0 (-$238.4K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 2,826

Change-2,826 (-100%)

Value$0 (-$236.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

CLOSED

Shares0 from 2,810

Change-2,810 (-100%)

Value$0 (-$235.1K)

Filed 2026-11-02

Ashton Thomas Private Wealth, LLC

CLOSED

Shares0 from 2,615

Change-2,615 (-100%)

Value$0 (-$218.7K)

Filed 2026-11-03

Palisade Asset Management, LLC

CLOSED

Shares0 from 2,608

Change-2,608 (-100%)

Value$0 (-$218.2K)

Filed 2026-11-03

Koshinski Asset Management, Inc.

CLOSED

Shares0 from 2,408

Change-2,408 (-100%)

Value$0 (-$201.4K)

Filed 2026-10-29

Toth Financial Advisory Corp

CLOSED

Shares0 from 275

Change-275 (-100%)

Value$0 (-$23.0K)

Filed 2026-10-08

Retirement Wealth Solutions LLC

CLOSED

Shares0 from 233

Change-233 (-100%)

Value$0 (-$19.5K)

Filed 2026-10-07

Chilton Capital Management LLC

CLOSED

Shares0 from 168

Change-168 (-100%)

Value$0 (-$14.1K)

Filed 2026-10-28

Acumen Wealth Advisors, LLC

CLOSED

Shares0 from 107

Change-107 (-100%)

Value$0 (-$9.0K)

Filed 2026-11-05

Zions Bancorporation, National Association

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$3.3K)

Filed 2026-11-06

Rossby Financial, LCC

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$1.2K)

Filed 2026-11-05

Signature Equity Partners, LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-29

Silver Grove Financial Group, Inc.

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$1.0K)

Filed 2026-11-05

Breakwater Investment Management

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$921)

Filed 2026-10-20

MV Capital Management, Inc.

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$753)

Filed 2026-10-29

Fulcrum Asset Management LLP

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$516)

Filed 2026-11-04

True Wealth Design, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$335)

Filed 2026-10-13

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

DecisionPoint Financial, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$83)

Filed 2026-10-27

BlackRock, Inc.

N/A

Shares— from 7,290,232

Change-7,290,232 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 5,116,421

Change-5,116,421 (-100%)

Value—

Capital World Investors

N/A

Shares— from 3,244,201

Change-3,244,201 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,815,143

Change-2,815,143 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,562,120

Change-2,562,120 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,154,853

Change-2,154,853 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,486,688

Change-1,486,688 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 1,412,674

Change-1,412,674 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 1,289,282

Change-1,289,282 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,083,278

Change-1,083,278 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,069,907

Change-1,069,907 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,011,540

Change-1,011,540 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 851,516

Change-851,516 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 814,324

Change-814,324 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 754,866

Change-754,866 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 729,778

Change-729,778 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 693,197

Change-693,197 (-100%)

Value—

FMR LLC

N/A

Shares— from 636,185

Change-636,185 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 572,730

Change-572,730 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 559,761

Change-559,761 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 555,477

Change-555,477 (-100%)

Value—

Hood River Capital Management LLC

N/A

Shares— from 535,074

Change-535,074 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 465,873

Change-465,873 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 438,012

Change-438,012 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 408,958

Change-408,958 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 380,684

Change-380,684 (-100%)

Value—

Frontier Capital Management Co LLC

N/A

Shares— from 339,380

Change-339,380 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 328,712

Change-328,712 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 323,428

Change-323,428 (-100%)

Value—

Norges Bank

N/A

Shares— from 295,445

Change-295,445 (-100%)

Value—

Diamond Hill Capital Management, LLC (Investment Advisor)

N/A

Shares— from 253,941

Change-253,941 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 223,755

Change-223,755 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 214,962

Change-214,962 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 185,494

Change-185,494 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 182,766

Change-182,766 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 173,695

Change-173,695 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 130,753

Change-130,753 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 128,528

Change-128,528 (-100%)

Value—

Mairs & Power Inc

N/A

Shares— from 128,377

Change-128,377 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 125,578

Change-125,578 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 117,643

Change-117,643 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 113,898

Change-113,898 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 111,106

Change-111,106 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 101,976

Change-101,976 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 99,511

Change-99,511 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 97,745

Change-97,745 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 95,298

Change-95,298 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 92,760

Change-92,760 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 85,779

Change-85,779 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 84,935

Change-84,935 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 82,853

Change-82,853 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 79,992

Change-79,992 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 78,525

Change-78,525 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 70,840

Change-70,840 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 70,400

Change-70,400 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 67,708

Change-67,708 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 66,675

Change-66,675 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 65,652

Change-65,652 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 63,598

Change-63,598 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 63,538

Change-63,538 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 60,253

Change-60,253 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 60,000

Change-60,000 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 60,000

Change-60,000 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 55,674

Change-55,674 (-100%)

Value—

Hudson Value Partners, LLC

N/A

Shares— from 55,618

Change-55,618 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 55,140

Change-55,140 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 51,169

Change-51,169 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 47,609

Change-47,609 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 47,056

Change-47,056 (-100%)

Value—

Future Fund LLC

N/A

Shares— from 44,484

Change-44,484 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 42,211

Change-42,211 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 38,300

Change-38,300 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 38,104

Change-38,104 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 32,951

Change-32,951 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 29,443

Change-29,443 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 26,807

Change-26,807 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 26,679

Change-26,679 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 24,881

Change-24,881 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 24,670

Change-24,670 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 24,299

Change-24,299 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 24,149

Change-24,149 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 23,600

Change-23,600 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 23,199

Change-23,199 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 21,603

Change-21,603 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 21,597

Change-21,597 (-100%)

Value—

Employees Retirement System of Texas

N/A

Shares— from 21,403

Change-21,403 (-100%)

Value—

Cladis Investment Advisory, LLC

N/A

Shares— from 21,267

Change-21,267 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 21,249

Change-21,249 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 20,854

Change-20,854 (-100%)

Value—

Gilder Gagnon Howe & Co LLC

N/A

Shares— from 20,617

Change-20,617 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 20,477

Change-20,477 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 19,269

Change-19,269 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 19,148

Change-19,148 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 18,975

Change-18,975 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 18,110

Change-18,110 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 17,964

Change-17,964 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 17,643

Change-17,643 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 17,128

Change-17,128 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 16,408

Change-16,408 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 16,107

Change-16,107 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 15,761

Change-15,761 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 15,744

Change-15,744 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 15,418

Change-15,418 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 14,324

Change-14,324 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 14,133

Change-14,133 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 14,075

Change-14,075 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 13,698

Change-13,698 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 12,766

Change-12,766 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 12,557

Change-12,557 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,524

Change-12,524 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,872

Change-11,872 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 11,766

Change-11,766 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 11,060

Change-11,060 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 11,003

Change-11,003 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 10,937

Change-10,937 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 10,887

Change-10,887 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 10,868

Change-10,868 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 10,268

Change-10,268 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,700

Change-9,700 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 9,505

Change-9,505 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 8,327

Change-8,327 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 8,021

Change-8,021 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 7,700

Change-7,700 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 7,410

Change-7,410 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 7,278

Change-7,278 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 6,781

Change-6,781 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 6,427

Change-6,427 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 6,378

Change-6,378 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 6,305

Change-6,305 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 5,769

Change-5,769 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,730

Change-5,730 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,572

Change-5,572 (-100%)

Value—

Allstate Corp

N/A

Shares— from 5,437

Change-5,437 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 5,430

Change-5,430 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 5,372

Change-5,372 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 5,177

Change-5,177 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 4,385

Change-4,385 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 4,283

Change-4,283 (-100%)

Value—

Boyar Asset Management Inc.

N/A

Shares— from 4,111

Change-4,111 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 4,021

Change-4,021 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 3,897

Change-3,897 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 3,659

Change-3,659 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,155

Change-3,155 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 3,147

Change-3,147 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 3,101

Change-3,101 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 3,067

Change-3,067 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 3,020

Change-3,020 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 3,010

Change-3,010 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,978

Change-2,978 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,961

Change-2,961 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 2,794

Change-2,794 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 2,735

Change-2,735 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 2,721

Change-2,721 (-100%)

Value—

F/m Investments LLC

N/A

Shares— from 2,666

Change-2,666 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 2,627

Change-2,627 (-100%)

Value—

Harbour Investment Management LLC

N/A

Shares— from 2,567

Change-2,567 (-100%)

Value—

Bravera Wealth

N/A

Shares— from 2,513

Change-2,513 (-100%)

Value—

Banco Bilbao Vizcaya Argentaria, S.A.

N/A

Shares— from 2,430

Change-2,430 (-100%)

Value—

Elgethun Capital Management

N/A

Shares— from 2,087

Change-2,087 (-100%)

Value—

SBI Okasan Asset Management Co.Ltd.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 1,974

Change-1,974 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 1,484

Change-1,484 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 1,375

Change-1,375 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,285

Change-1,285 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 956

Change-956 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 925

Change-925 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 780

Change-780 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 759

Change-759 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 731

Change-731 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 645

Change-645 (-100%)

Value—

Tiaa Wealth Investment Management LLC

N/A

Shares— from 605

Change-605 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 605

Change-605 (-100%)

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Anchor Investment Management, LLC

N/A

Shares— from 600

Change-600 (-100%)

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Arax Advisory Partners

N/A

Shares— from 598

Change-598 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 518

Change-518 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 506

Change-506 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 494

Change-494 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 384

Change-384 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 358

Change-358 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 278

Change-278 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 274

Change-274 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 259

Change-259 (-100%)

Value—

Leo H. Evart, Inc.

N/A

Shares— from 253

Change-253 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 231

Change-231 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 216

Change-216 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 206

Change-206 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 194

Change-194 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 192

Change-192 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 190

Change-190 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 157

Change-157 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 150

Change-150 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 139

Change-139 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 137

Change-137 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 133

Change-133 (-100%)

Value—

Corsicana & Co.

N/A

Shares— from 90

Change-90 (-100%)

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Copia Wealth Management

N/A

Shares— from 79

Change-79 (-100%)

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LRI Investments, LLC

N/A

Shares— from 77

Change-77 (-100%)

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Harbour Investments, Inc.

N/A

Shares— from 75

Change-75 (-100%)

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Smithfield Trust Co

N/A

Shares— from 72

Change-72 (-100%)

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Meeder Asset Management Inc

N/A

Shares— from 66

Change-66 (-100%)

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Fiduciary Financial Advisors

N/A

Shares— from 42

Change-42 (-100%)

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CVA Family Office, LLC

N/A

Shares— from 41

Change-41 (-100%)

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Keating Financial Advisory Services, Inc.

N/A

Shares— from 37

Change-37 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 15

Change-15 (-100%)

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Synergy Investment Management, LLC

N/A

Shares— from 15

Change-15 (-100%)

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Westfuller Advisors, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 10

Change-10 (-100%)

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Cornerstone Financial Management LLC

N/A

Shares— from 10

Change-10 (-100%)

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Rialto Wealth Management, LLC

N/A

Shares— from 9

Change-9 (-100%)

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HFM Investment Advisors, LLC

N/A

Shares— from 8

Change-8 (-100%)

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Transamerica Financial Advisors, LLC

N/A

Shares— from 3

Change-3 (-100%)

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Godfrey Financial Associates, Inc.

N/A

Shares— from 3

Change-3 (-100%)

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JPL Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

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Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 1

Change-1 (-100%)

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Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Baillie Gifford & Co	DECREASED	2,243,955	2,739,232	-495,277	-18%	$229.1M	$113.1M	-$116.0M	2026-11-09
Dimensional Fund Advisors LP	INCREASED	2,204,436	1,790,209	+414,227	+23%	$149.8M	$111.2M	-$38.6M	2026-11-04
Geode Capital Management, LLC	DECREASED	1,514,487	1,523,250	-8,763	-1%	$127.4M	$76.4M	-$51.1M	2026-11-06
Paradice Investment Management LLC	INCREASED	686,822	401,904	+284,918	+71%	$33.6M	$34.6M	+$1.0M	2026-10-19
US Bancorp \de\	DECREASED	401,201	403,103	-1,902	0%	$33.7M	$20.2M	-$13.5M	2026-11-05
Bank of New York Mellon Corp	DECREASED	341,972	354,350	-12,378	-3%	$29.6M	$17.2M	-$12.4M	2026-11-05
Exchange Traded Concepts, LLC	UNCHANGED	206,575	206,575	0	0%	$17.3M	$10.4M	-$6.9M	2026-10-28
Creative Planning	INCREASED	136,672	107,066	+29,606	+28%	$9.0M	$6.9M	-$2.1M	2026-11-02
Principal Financial Group Inc	INCREASED	136,214	132,683	+3,531	+3%	$11.1M	$6.9M	-$4.2M	2026-11-02
Congress Asset Management Co	INCREASED	106,446	87,718	+18,728	+21%	$7.3M	$5.4M	-$2.0M	2026-10-06
Angeles Investment Advisors, LLC	UNCHANGED	101,510	101,510	0	0%	$8.5M	$5.1M	-$3.4M	2026-10-22
Deutsche Bank Ag\	DECREASED	93,553	105,946	-12,393	-12%	$8.9M	$4.7M	-$4.1M	2026-11-06
Barclays PLC	DECREASED	90,219	94,457	-4,238	-4%	$7.9M	$4.5M	-$3.4M	2026-11-06
LPL Financial LLC	INCREASED	67,269	65,784	+1,485	+2%	$5.5M	$3.4M	-$2.1M	2026-11-06
New York State Teachers Retirement System	UNCHANGED	62,530	62,530	0	0%	$5.2M	$3.2K	-$5.2M	2026-10-22
Retirement Systems of Alabama	DECREASED	58,547	58,700	-153	0%	$4.9M	$3.0M	-$2.0M	2026-11-04
Nordea Investment Management AB	INCREASED	54,099	11,875	+42,224	+356%	$997.1K	$2.8M	+$1.8M	2026-11-09
John G Ullman & Associates Inc	DECREASED	53,336	53,971	-635	-1%	$4.5M	$2.7M	-$1.8M	2026-11-04
Pecaut & Co.	INCREASED	51,740	50,140	+1,600	+3%	$4.2M	$2.6M	-$1.6M	2026-10-27
Russell Investments Group, Ltd.	DECREASED	50,283	57,129	-6,846	-12%	$4.8M	$2.5M	-$2.2M	2026-11-06
Meixler Investment Management, Ltd.	INCREASED	47,318	36,077	+11,241	+31%	$3.0M	$2.4M	-$632.1K	2026-11-03
Hunter Associates Investment Management LLC	INCREASED	43,431	40,344	+3,087	+8%	$3.4M	$2.2K	-$3.4M	2026-10-26
Fifth Third Bancorp	INCREASED	40,384	21,957	+18,427	+84%	$1.8M	$2.0M	+$199.4K	2026-11-05
Citigroup Inc	DECREASED	31,695	55,961	-24,266	-43%	$4.7M	$1.6M	-$3.1M	2026-11-04
Register Financial Advisors LLC	INCREASED	29,341	25,841	+3,500	+14%	$2.2M	$1.5M	-$682.2K	2026-10-23
Cascade Investment Advisors, Inc.	INCREASED	25,565	17,614	+7,951	+45%	$1.5M	$1.3M	-$184.4K	2026-11-02
Amalgamated Bank	INCREASED	24,359	24,132	+227	+1%	$2.0M	$1.2K	-$2.0M	2026-10-23
Washington Trust Bank	UNCHANGED	22,771	22,771	0	0%	$1.9M	$1.1M	-$756.7K	2026-11-03
Harbor Capital Advisors, Inc.	INCREASED	20,527	280	+20,247	+7231%	$23	$1.0K	+$1.0K	2026-10-22
Mutual of America Capital Management LLC	DECREASED	20,119	20,511	-392	-2%	$1.7M	$1.0M	-$701.3K	2026-10-23
State of New Jersey Common Pension Fund D	UNCHANGED	19,791	19,791	0	0%	$1.7M	$997.9K	-$657.7K	2026-11-05
Campbell Newman Asset Management Inc	INCREASED	18,843	18,239	+604	+3%	$1.5M	$950.1K	-$575.6K	2026-10-22
Louisiana State Employees Retirement System	INCREASED	16,900	16,600	+300	+2%	$1.4M	$852.1K	-$536.5K	2026-10-20
D.A. Davidson & Co.	DECREASED	16,365	17,269	-904	-5%	$1.4M	$825.1K	-$619.4K	2026-10-28
Arizona State Retirement System	INCREASED	15,972	15,660	+312	+2%	$1.3M	$805.3K	-$504.7K	2026-11-03
Handelsbanken Fonder AB	UNCHANGED	14,900	14,900	0	0%	$1.2K	$751.0K	+$749.8K	2026-11-09
Yousif Capital Management, LLC	DECREASED	14,630	15,604	-974	-6%	$1.3M	$737.6K	-$567.6K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	13,549	13,587	-38	0%	$1.1M	$683.1K	-$453.4K	2026-11-03
State of Michigan Retirement System	INCREASED	13,355	13,255	+100	+1%	$1.1M	$673.4K	-$435.4K	2026-10-27
Riverwater Partners LLC	UNCHANGED	13,338	13,338	0	0%	$1.1M	$672.5K	-$443.2K	2026-11-03
Allspring Global Investments Holdings, LLC	DECREASED	13,132	39,888	-26,756	-67%	$3.3M	$664.7K	-$2.6M	2026-11-04
Clark Financial Services Group Inc	UNCHANGED	13,067	13,067	0	0%	$1.1M	$658.8K	-$434.2K	2026-10-19
Thrivent Financial for Lutherans	DECREASED	12,439	12,603	-164	-1%	$1.1M	$627.0K	-$427.0K	2026-11-05
Moors & Cabot, Inc.	DECREASED	12,231	13,435	-1,204	-9%	$1.1M	$616.7K	-$507.2K	2026-11-06
Montgomery Investment Management Inc	UNCHANGED	12,104	12,104	0	0%	$1.0M	$610.3K	-$402.2K	2026-10-26
Oregon Public Employees Retirement Fund	INCREASED	11,804	11,704	+100	+1%	$979.0K	$595.2K	-$383.9K	2026-10-30
New Mexico Educational Retirement Board	UNCHANGED	11,700	11,700	0	0%	$979.0K	$590.0K	-$389.0K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	10,895	12,938	-2,043	-16%	$1.1M	$549.3K	-$532.9K	2026-11-02
Nisa Investment Advisors, LLC	DECREASED	10,372	10,491	-119	-1%	$877.6K	$523.0K	-$354.6K	2026-10-20
ProShare Advisors LLC	DECREASED	9,448	9,841	-393	-4%	$823.2K	$476.4K	-$346.8K	2026-10-29
Pictet Asset Management Holding SA	UNCHANGED	9,136	9,136	0	0%	$764.2K	$460.6K	-$303.6K	2026-11-03
Golden State Wealth Management, LLC	INCREASED	8,599	7,123	+1,476	+21%	$595.8K	$433.6K	-$162.3K	2026-11-02
Angeles Wealth Management, LLC	DECREASED	8,570	8,661	-91	-1%	$724.5K	$432.1K	-$292.4K	2026-10-26
Xponance LLC	DECREASED	8,143	8,489	-346	-4%	$710.1K	$410.6K	-$299.5K	2026-11-03
Wealth Enhancement Advisory Services, LLC	DECREASED	7,796	8,936	-1,140	-13%	$724.6K	$407.5K	-$317.1K	2026-10-13
Central Pacific Bank - Trust Division	UNCHANGED	7,276	7,276	0	0%	$608.6K	$366.9K	-$241.8K	2026-10-06
Brady Martz Wealth Solutions, LLC	UNCHANGED	7,005	7,005	0	0%	$586.0K	$353.2K	-$232.8K	2026-11-05
Clear Creek Financial Management, LLC	DECREASED	6,745	16,107	-9,362	-58%	$1.3M	$340.1K	-$1.0M	2026-10-28
Cohen Capital Management, Inc.	UNCHANGED	6,580	6,580	0	0%	$550.4K	$331.8K	-$218.7K	2026-10-14
PNC Financial Services Group, Inc.	INCREASED	5,939	4,657	+1,282	+28%	$389.6K	$299.4K	-$90.1K	2026-11-06
Amundi	INCREASED	5,639	4,499	+1,140	+25%	$376.3K	$284.3K	-$92.0K	2026-11-06
Savant Capital, LLC	DECREASED	5,402	6,205	-803	-13%	$518.8K	$272.4K	-$246.5K	2026-11-06
Allied Investment Advisors, LLC	INCREASED	5,384	4,621	+763	+17%	$386.5K	$271.5K	-$115.1K	2026-10-13
State of Alaska, Department of Revenue	DECREASED	5,381	8,430	-3,049	-36%	$704.0K	$271	-$703.7K	2026-10-15
Apollon Wealth Management, LLC	INCREASED	5,223	5,046	+177	+4%	$422.1K	$263.3K	-$158.8K	2026-10-23
Lanark Financial, Inc.	INCREASED	5,120	5,064	+56	+1%	$423.6K	$258.2K	-$165.5K	2026-10-26
Forza Wealth Management, LLC	UNCHANGED	5,116	5,116	0	0%	$428.0K	$257.9K	-$170.0K	2026-10-20
Cascade Investment Group, Inc.	UNCHANGED	5,000	5,000	0	0%	$418.3K	$252.1K	-$166.2K	2026-10-13
Securian Asset Management, Inc	UNCHANGED	4,218	4,218	0	0%	$344.7K	$212.7K	-$132.0K	2026-11-06
IVC Wealth Advisors LLC	INCREASED	4,110	4,103	+7	+0%	$343.2K	$207.2K	-$136.0K	2026-10-23
ZWJ Investment Counsel Inc	INCREASED	4,000	3,164	+836	+26%	$264.7K	$201.7K	-$63.0K	2026-10-15
Asset Management One Co., Ltd.	INCREASED	3,986	2,835	+1,151	+41%	$237.1K	$201.0K	-$36.2K	2026-10-27
First Premier Bank	UNCHANGED	2,137	2,137	0	0%	$179	$108	-$71	2026-10-13
Manchester Capital Management LLC	UNCHANGED	1,933	1,933	0	0%	$161.7K	$97.5K	-$64.2K	2026-10-22
Sterling Capital Management LLC	DECREASED	1,916	13,970	-12,054	-86%	$1.2M	$96.6K	-$1.1M	2026-10-22
KBC Group NV	UNCHANGED	1,742	1,742	0	0%	$146.0K	$88	-$145.9K	2026-10-22
Nykredit A/S	UNCHANGED	1,446	1,446	0	0%	$121.0K	$72.9K	-$48.1K	2026-11-06
Physician Wealth Advisors, Inc.	INCREASED	1,140	1,125	+15	+1%	$94.1K	$57.5K	-$36.6K	2026-10-20
Strs Ohio	DECREASED	1,100	4,300	-3,200	-74%	$359.7K	$55.5K	-$304.2K	2026-10-30
Harbor Investment Advisory, LLC	INCREASED	1,036	597	+439	+74%	$49.9K	$52.2K	+$2.3K	2026-10-13
Summit Securities Group LLC	NEW	1,000	—	+1,000	—	—	$50.4K	—	2026-11-05
Concord Wealth Partners	UNCHANGED	847	847	0	0%	$70.9K	$42.7K	-$28.1K	2026-11-02
Signaturefd, LLC	INCREASED	826	225	+601	+267%	$18.8K	$41.6K	+$22.8K	2026-10-23
EverSource Wealth Advisors, LLC	DECREASED	740	759	-19	-2%	$63.5K	$37.3K	-$26.2K	2026-11-04
CoreCap Advisors, LLC	DECREASED	673	732	-59	-8%	$61.2K	$33.9K	-$27.3K	2026-10-08
William Mack & Associates, Inc.	NEW	669	—	+669	—	—	$33.7K	—	2026-10-27
Allworth Financial LP	INCREASED	595	590	+5	+1%	$49.4K	$49.8K	+$418	2026-11-06
Hilltop National Bank	UNCHANGED	592	592	0	0%	$49.5K	$29.8K	-$19.7K	2026-10-14
Parallel Advisors, LLC	INCREASED	591	396	+195	+49%	$33.1K	$29.8K	-$3.3K	2026-11-03
Tompkins Financial Corp	UNCHANGED	513	513	0	0%	$42.9K	$25.9K	-$17.0K	2026-10-05
Bank of New Hampshire	UNCHANGED	505	505	0	0%	$42.2K	$25.5K	-$16.8K	2026-10-06
Country Trust Bank	UNCHANGED	487	487	0	0%	$40.7K	$24.6K	-$16.2K	2026-10-30
Trust Co of Vermont	UNCHANGED	463	463	0	0%	$38.7K	$23.3K	-$15.4K	2026-10-21
Larson Financial Group LLC	DECREASED	365	708	-343	-48%	$59.2K	$18.4K	-$40.8K	2026-11-05
Gamma Investing LLC	DECREASED	324	777	-453	-58%	$65.0K	$16.3K	-$48.7K	2026-10-08
IFP Advisors, Inc	DECREASED	267	278	-11	-4%	$23.3K	$13.5K	-$9.8K	2026-10-16
IFS Advisors, LLC	NEW	263	—	+263	—	—	$13.3K	—	2026-10-14
Bayban	UNCHANGED	253	253	0	0%	$21.2K	$21.2K	$0	2026-11-05
Farther Finance Advisors, LLC	DECREASED	231	265	-34	-13%	$22.2K	$11.6K	-$10.6K	2026-10-08
City State Bank	UNCHANGED	212	212	0	0%	$17.7K	$10.7K	-$7.0K	2026-10-20
UMB Bank, n.a.	DECREASED	205	738	-533	-72%	$61.7K	$10.3K	-$51.4K	2026-11-06
Dakota Community Bank & Trust NA	UNCHANGED	185	185	0	0%	$15.5K	$9.3K	-$6.1K	2026-10-09
Mather Group, Llc.	UNCHANGED	159	159	0	0%	$13.3K	$8.0K	-$5.3K	2026-10-14
Pinnacle Bancorp, Inc.	UNCHANGED	158	158	0	0%	$13.2K	$8.0K	-$5.3K	2026-10-21
Bayforest Capital Ltd	NEW	152	—	+152	—	—	$7.7K	—	2026-11-03
TD Waterhouse Canada Inc.	UNCHANGED	150	150	0	0%	$12.4K	$7.6K	-$4.8K	2026-10-16
Wealth Enhancement Trust Services, Inc.	DECREASED	149	151	-2	-1%	$12.6K	$7.5K	-$5.1K	2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	134	134	0	0%	$11.2K	$6.8K	-$4.5K	2026-11-05
Costello Asset Management, Inc	UNCHANGED	132	132	0	0%	$11.0K	$6.7K	-$4.4K	2026-10-30
Pension & Wealth Management Advisors, Inc.	NEW	129	—	+129	—	—	$6.5K	—	2026-10-16
Versant Capital Management, Inc	DECREASED	127	553	-426	-77%	$46.3K	$6.4K	-$39.9K	2026-10-02
Central Trust Co	UNCHANGED	125	125	0	0%	$10.5K	$6.3K	-$4.2K	2026-11-05
Assetmark, Inc	DECREASED	119	227	-108	-48%	$19.0K	$6.0K	-$13.0K	2026-10-21
Bare Financial Services, Inc	DECREASED	117	162	-45	-28%	$13.6K	$5.9K	-$7.7K	2026-11-04
Elyxium Wealth, LLC	NEW	105	—	+105	—	—	$5.3K	—	2026-10-27
Bullock Wealth Management Group	UNCHANGED	102	102	0	0%	$8.5K	$5.2K	-$3.3K	2026-10-09
Bangor Savings Bank	UNCHANGED	96	96	0	0%	$8.0K	$4.8K	-$3.2K	2026-10-06
Capital Advisors, Ltd. LLC	UNCHANGED	95	95	0	0%	$8	$5	-$3	2026-10-27
Covestor Ltd	DECREASED	82	86	-4	-5%	$7	$4	-$3	2026-10-30
City Holding Co	DECREASED	81	262	-181	-69%	$21.9K	$4.1K	-$17.8K	2026-10-19
Root Financial Partners, LLC	NEW	80	—	+80	—	—	$4.0K	—	2026-10-21
Harbor Asset Planning, Inc.	UNCHANGED	74	74	0	0%	$6.2K	$3.7K	-$2.5K	2026-10-23
SJS Investment Consulting Inc.	INCREASED	72	10	+62	+620%	$837	$3.6K	+$2.8K	2026-10-26
Compass Financial Management LLC	UNCHANGED	72	72	0	0%	$5.0K	$3.6K	-$1.4K	2026-10-30
Archer Investment Corp	UNCHANGED	67	67	0	0%	$5.6K	$3.4K	-$2.2K	2026-11-05
Parkside Financial Bank & Trust	DECREASED	53	63	-10	-16%	$5.3K	$2.7K	-$2.6K	2026-10-27
Blue Trust, Inc.	UNCHANGED	49	49	0	0%	$4.1K	$2.5K	-$1.6K	2026-10-15
Farmers & Merchants Investments Inc	UNCHANGED	47	47	0	0%	$3.9K	$2.4K	-$1.6K	2026-10-22
Caitong International Asset Management Co., Ltd	NEW	46	—	+46	—	—	$2.3K	—	2026-10-29
Clearstead Trust, LLC	INCREASED	43	14	+29	+207%	$1.2K	$2.2K	+$997	2026-11-06
Simplex Trading, LLC	INCREASED	40	1	+39	+3900%	$83	$2.0K	+$1.9K	2026-11-04
JFS Wealth Advisors, LLC	DECREASED	35	40	-5	-12%	$3.3K	$1.8K	-$1.6K	2026-11-03
Creative Capital Management Investments LLC	INCREASED	34	16	+18	+113%	$1.3K	$1.7K	+$376	2026-10-28
Bell Investment Advisors, Inc	INCREASED	33	16	+17	+106%	$1.3K	$1.7K	+$325	2026-10-29
Pinnacle Wealth Planning Services, Inc.	DECREASED	26	113	-87	-77%	$9.5K	$1.3K	-$8.1K	2026-10-27
MassMutual Private Wealth & Trust, FSB	DECREASED	23	34	-11	-32%	$2.8K	$1.2K	-$1.7K	2026-10-05
Ascentis Wealth Management, LLC	NEW	20	—	+20	—	—	$1.0K	—	2026-11-03
Rothwell Investment Advisors, LLC	NEW	16	—	+16	—	—	$807	—	2026-11-06
Clearstead Advisors, LLC	DECREASED	16	59	-43	-73%	$4.9K	$807	-$4.1K	2026-11-06
Fortitude Family Office, LLC	DECREASED	16	34	-18	-53%	$2.8K	$807	-$2.0K	2026-10-14
CX Institutional	UNCHANGED	16	16	0	0%	$1	$1	$0	2026-10-02
Provenance Wealth Advisors, LLC	NEW	11	—	+11	—	—	$555	—	2026-10-30
Montgomery Financial Services LLC	UNCHANGED	10	10	0	0%	$837	$504	-$333	2026-11-03
Creative Financial Designs Inc	UNCHANGED	9	9	0	0%	$753	$454	-$299	2026-11-04
Private Wealth Management Group, LLC	DECREASED	8	50	-42	-84%	$4.2K	$404	-$3.8K	2026-10-19
Asset Dedication, LLC	UNCHANGED	8	8	0	0%	$670	$404	-$266	2026-11-03
WPG Advisers, LLC	UNCHANGED	8	8	0	0%	$669	$403	-$266	2026-10-27
Proathlete Wealth Management LLC	NEW	7	—	+7	—	—	$352	—	2026-10-15
Essential Partners LLC	DECREASED	7	71	-64	-90%	$5.9K	$353	-$5.6K	2026-10-14
DiNuzzo Private Wealth, Inc.	DECREASED	6	8	-2	-25%	$670	$303	-$367	2026-10-16
Bay Harbor Wealth Management, LLC	DECREASED	5	9	-4	-44%	$753	$252	-$501	2026-11-03
Hughes Financial Services, LLC	INCREASED	3	2	+1	+50%	$167	$173	+$6	2026-10-30
Financial Management Professionals, Inc.	NEW	2	—	+2	—	—	$101	—	2026-10-23
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$84	$51	-$33	2026-10-15
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$84	$51	-$33	2026-10-15
Aberdeen Group plc	CLOSED	0	207,232	-207,232	-100%	$17.3M	$0	-$17.3M	2026-11-06
Moody Aldrich Partners LLC	CLOSED	0	39,316	-39,316	-100%	$3.3M	$0	-$3.3M	2026-10-27
AdvisorNet Financial, Inc	CLOSED	0	5,568	-5,568	-100%	$465.8K	$0	-$465.8K	2026-10-15
Elevation Point Wealth Partners, LLC	CLOSED	0	3,849	-3,849	-100%	$322.0K	$0	-$322.0K	2026-11-05
Dmkc Advisory Services, LLC	CLOSED	0	3,762	-3,762	-100%	$314.7K	$0	-$314.7K	2026-11-04
Crossmark Global Holdings, Inc.	CLOSED	0	3,678	-3,678	-100%	$307.7K	$0	-$307.7K	2026-10-21
Swiss Life Asset Management Ltd	CLOSED	0	3,566	-3,566	-100%	$298.3K	$0	-$298.3K	2026-11-03
Natixis	CLOSED	0	3,497	-3,497	-100%	$292.5K	$0	-$292.5K	2026-11-06
Abel Hall, LLC	CLOSED	0	3,010	-3,010	-100%	$251.8K	$0	-$251.8K	2026-10-19
Evergreen Capital Management LLC	CLOSED	0	2,978	-2,978	-100%	$249.1K	$0	-$249.1K	2026-10-23
Quadrant Capital Group LLC	CLOSED	0	2,956	-2,956	-100%	$247.3K	$0	-$247.3K	2026-10-20
Unified Investment Management	CLOSED	0	2,902	-2,902	-100%	$242.8K	$0	-$242.8K	2026-10-14
Merit Financial Group, LLC	CLOSED	0	2,865	-2,865	-100%	$239.7K	$0	-$239.7K	2026-11-06
RIA Advisory Group LLC	CLOSED	0	2,850	-2,850	-100%	$238.4K	$0	-$238.4K	2026-10-15
Cambridge Investment Research Advisors, Inc.	CLOSED	0	2,826	-2,826	-100%	$236.0K	$0	-$236.0K	2026-11-02
Kestra Advisory Services, LLC	CLOSED	0	2,810	-2,810	-100%	$235.1K	$0	-$235.1K	2026-11-02
Ashton Thomas Private Wealth, LLC	CLOSED	0	2,615	-2,615	-100%	$218.7K	$0	-$218.7K	2026-11-03
Palisade Asset Management, LLC	CLOSED	0	2,608	-2,608	-100%	$218.2K	$0	-$218.2K	2026-11-03
Koshinski Asset Management, Inc.	CLOSED	0	2,408	-2,408	-100%	$201.4K	$0	-$201.4K	2026-10-29
Toth Financial Advisory Corp	CLOSED	0	275	-275	-100%	$23.0K	$0	-$23.0K	2026-10-08
Retirement Wealth Solutions LLC	CLOSED	0	233	-233	-100%	$19.5K	$0	-$19.5K	2026-10-07
Chilton Capital Management LLC	CLOSED	0	168	-168	-100%	$14.1K	$0	-$14.1K	2026-10-28
Acumen Wealth Advisors, LLC	CLOSED	0	107	-107	-100%	$9.0K	$0	-$9.0K	2026-11-05
Zions Bancorporation, National Association	CLOSED	0	40	-40	-100%	$3.3K	$0	-$3.3K	2026-11-06
Rossby Financial, LCC	CLOSED	0	14	-14	-100%	$1.2K	$0	-$1.2K	2026-11-05
Signature Equity Partners, LLC	CLOSED	0	13	-13	-100%	$1.1K	$0	-$1.1K	2026-10-29
Silver Grove Financial Group, Inc.	CLOSED	0	12	-12	-100%	$1.0K	$0	-$1.0K	2026-11-05
Breakwater Investment Management	CLOSED	0	11	-11	-100%	$921	$0	-$921	2026-10-20
MV Capital Management, Inc.	CLOSED	0	9	-9	-100%	$753	$0	-$753	2026-10-29
Fulcrum Asset Management LLP	CLOSED	0	6	-6	-100%	$516	$0	-$516	2026-11-04
True Wealth Design, LLC	CLOSED	0	4	-4	-100%	$335	$0	-$335	2026-10-13
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
DecisionPoint Financial, LLC	CLOSED	0	1	-1	-100%	$83	$0	-$83	2026-10-27
BlackRock, Inc.	N/A	—	7,290,232	-7,290,232	-100%	$609.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	5,116,421	-5,116,421	-100%	$428.0M	—	—	—
Capital World Investors	N/A	—	3,244,201	-3,244,201	-100%	$271.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,815,143	-2,815,143	-100%	$235.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,562,120	-2,562,120	-100%	$214.3M	—	—	—
State Street Corp	N/A	—	2,154,853	-2,154,853	-100%	$180.3M	—	—	—
UBS Group AG	N/A	—	1,486,688	-1,486,688	-100%	$124.4M	—	—	—
Neuberger Berman Group LLC	N/A	—	1,412,674	-1,412,674	-100%	$118.2M	—	—	—
Capital Research Global Investors	N/A	—	1,289,282	-1,289,282	-100%	$107.8M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	1,083,278	-1,083,278	-100%	$90.6M	—	—	—
Morgan Stanley	N/A	—	1,069,907	-1,069,907	-100%	$89.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,011,540	-1,011,540	-100%	$84.6M	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	851,516	-851,516	-100%	$71.2M	—	—	—
Westwood Holdings Group Inc	N/A	—	814,324	-814,324	-100%	$68.1M	—	—	—
Nomura Asset Management International Inc.	N/A	—	754,866	-754,866	-100%	$63.1M	—	—	—
Northern Trust Corp	N/A	—	729,778	-729,778	-100%	$61.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	693,197	-693,197	-100%	$58.0M	—	—	—
FMR LLC	N/A	—	636,185	-636,185	-100%	$53.2M	—	—	—
Massachusetts Financial Services Co	N/A	—	572,730	-572,730	-100%	$50.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	559,761	-559,761	-100%	$46.8M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	555,477	-555,477	-100%	$46.5M	—	—	—
Hood River Capital Management LLC	N/A	—	535,074	-535,074	-100%	$44.8M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	465,873	-465,873	-100%	$39.0M	—	—	—
Nuveen, LLC	N/A	—	438,012	-438,012	-100%	$36.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	408,958	-408,958	-100%	$34.2M	—	—	—
Invesco Ltd.	N/A	—	380,684	-380,684	-100%	$31.8M	—	—	—
Frontier Capital Management Co LLC	N/A	—	339,380	-339,380	-100%	$28.4M	—	—	—
Teacher Retirement System of Texas	N/A	—	328,712	-328,712	-100%	$27.5M	—	—	—
Bank of America Corp	N/A	—	323,428	-323,428	-100%	$27.1M	—	—	—
Norges Bank	N/A	—	295,445	-295,445	-100%	$24.7M	—	—	—
Diamond Hill Capital Management, LLC (Investment Advisor)	N/A	—	253,941	-253,941	-100%	$21.2M	—	—	—
Victory Capital Management Inc	N/A	—	223,755	-223,755	-100%	$18.7M	—	—	—
Loomis Sayles & Co L P	N/A	—	214,962	-214,962	-100%	$18.0M	—	—	—
Brown Advisory Inc	N/A	—	185,494	-185,494	-100%	$15.5M	—	—	—
GW&K Investment Management, LLC	N/A	—	182,766	-182,766	-100%	$15.3M	—	—	—
Rhumbline Advisers	N/A	—	173,695	-173,695	-100%	$14.5M	—	—	—
Gabelli Funds LLC	N/A	—	130,753	-130,753	-100%	$10.9M	—	—	—
UBS Asset Management Americas LLC	N/A	—	128,528	-128,528	-100%	$10.8M	—	—	—
Mairs & Power Inc	N/A	—	128,377	-128,377	-100%	$10.7M	—	—	—
Citadel Advisors LLC	N/A	—	125,578	-125,578	-100%	$10.5M	—	—	—
Alliancebernstein L.P.	N/A	—	117,643	-117,643	-100%	$9.6M	—	—	—
Swiss National Bank	N/A	—	113,898	-113,898	-100%	$9.5M	—	—	—
JPMorgan Chase & Co	N/A	—	111,106	-111,106	-100%	$9.8M	—	—	—
Baird Financial Group, Inc.	N/A	—	101,976	-101,976	-100%	$8.5M	—	—	—
CI Investments Inc.	N/A	—	99,511	-99,511	-100%	$8.3M	—	—	—
AQR Capital Management LLC	N/A	—	97,745	-97,745	-100%	$8.2M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	95,298	-95,298	-100%	$8.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	92,760	-92,760	-100%	$7.8M	—	—	—
American Century Companies Inc	N/A	—	85,779	-85,779	-100%	$7.2M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	84,935	-84,935	-100%	$7.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	82,853	-82,853	-100%	$6.9M	—	—	—
Wells Fargo & Company	N/A	—	79,992	-79,992	-100%	$6.7M	—	—	—
Legal & General Group Plc	N/A	—	78,525	-78,525	-100%	$6.6M	—	—	—
M&T Bank Corp	N/A	—	70,840	-70,840	-100%	$5.9M	—	—	—
First Trust Advisors LP	N/A	—	70,400	-70,400	-100%	$5.9M	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	67,708	-67,708	-100%	$5.7M	—	—	—
California Public Employees Retirement System	N/A	—	66,675	-66,675	-100%	$5.6M	—	—	—
California State Teachers Retirement System	N/A	—	65,652	-65,652	-100%	$5.5M	—	—	—
Emerald Investment Advisers, LLC	N/A	—	63,598	-63,598	-100%	$5.3M	—	—	—
Ameriprise Financial Inc	N/A	—	63,538	-63,538	-100%	$5.3M	—	—	—
MetLife Investment Management, LLC	N/A	—	60,253	-60,253	-100%	$5.0M	—	—	—
Heartland Advisors Inc	N/A	—	60,000	-60,000	-100%	$5.0M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	60,000	-60,000	-100%	$5.0M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	55,674	-55,674	-100%	$4.7M	—	—	—
Hudson Value Partners, LLC	N/A	—	55,618	-55,618	-100%	$4.7M	—	—	—
Captrust Financial Advisors	N/A	—	55,140	-55,140	-100%	$4.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	51,169	-51,169	-100%	$4.3M	—	—	—
Quantinno Capital Management LP	N/A	—	47,609	-47,609	-100%	$4.0M	—	—	—
First Manhattan Co. Llc.	N/A	—	47,056	-47,056	-100%	$3.9M	—	—	—
Future Fund LLC	N/A	—	44,484	-44,484	-100%	$3.7M	—	—	—
Kennedy Capital Management LLC	N/A	—	42,211	-42,211	-100%	$3.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	38,300	-38,300	-100%	$3.2M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	38,104	-38,104	-100%	$3.2M	—	—	—
Bank of Montreal	N/A	—	32,951	-32,951	-100%	$2.8M	—	—	—
One Capital Management, LLC	N/A	—	29,443	-29,443	-100%	$2.4M	—	—	—
Natixis Advisors, LLC	N/A	—	26,807	-26,807	-100%	$2.2M	—	—	—
SEI Investments Co	N/A	—	26,679	-26,679	-100%	$2.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	24,881	-24,881	-100%	$2.1M	—	—	—
Jupiter Topco LLC	N/A	—	24,670	-24,670	-100%	$2.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	24,299	-24,299	-100%	$2.0M	—	—	—
Stifel Financial Corp	N/A	—	24,149	-24,149	-100%	$2.0M	—	—	—
TD Asset Management Inc	N/A	—	23,600	-23,600	-100%	$2.0M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	23,199	-23,199	-100%	$1.9M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	21,603	-21,603	-100%	$1.8M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	21,597	-21,597	-100%	$1.8M	—	—	—
Employees Retirement System of Texas	N/A	—	21,403	-21,403	-100%	$1.8M	—	—	—
Cladis Investment Advisory, LLC	N/A	—	21,267	-21,267	-100%	$1.8M	—	—	—
Dakota Wealth Management	N/A	—	21,249	-21,249	-100%	$1.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	20,854	-20,854	-100%	$1.7M	—	—	—
Gilder Gagnon Howe & Co LLC	N/A	—	20,617	-20,617	-100%	$1.7M	—	—	—
New York State Common Retirement Fund	N/A	—	20,477	-20,477	-100%	$1.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	19,269	-19,269	-100%	$1.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	19,148	-19,148	-100%	$1.6M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	18,975	-18,975	-100%	$1.6M	—	—	—
Gotham Asset Management, LLC	N/A	—	18,110	-18,110	-100%	$1.5M	—	—	—
Raymond James Financial Inc	N/A	—	17,964	-17,964	-100%	$1.5M	—	—	—
Royal Bank of Canada	N/A	—	17,643	-17,643	-100%	$1.5M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	17,128	-17,128	-100%	$1.4M	—	—	—
Jump Financial, LLC	N/A	—	16,408	-16,408	-100%	$1.4M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	16,107	-16,107	-100%	$1.3M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	15,761	-15,761	-100%	$1.3M	—	—	—
Private Advisor Group, LLC	N/A	—	15,744	-15,744	-100%	$1.3M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	15,418	-15,418	-100%	$1.3M	—	—	—
Aquatic Capital Management LLC	N/A	—	14,324	-14,324	-100%	$1.2M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	14,133	-14,133	-100%	$1.2M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	14,075	-14,075	-100%	$1.2M	—	—	—
State of Wisconsin Investment Board	N/A	—	13,698	-13,698	-100%	$1.1M	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	12,766	-12,766	-100%	$1.1M	—	—	—
Prudential Financial Inc	N/A	—	12,557	-12,557	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	12,524	-12,524	-100%	$1.0M	—	—	—
Cerity Partners LLC	N/A	—	11,872	-11,872	-100%	$993.1K	—	—	—
Cetera Investment Advisers	N/A	—	11,766	-11,766	-100%	$984.2K	—	—	—
First National Bank of Omaha	N/A	—	11,500	-11,500	-100%	$988.9K	—	—	—
Intech Investment Management LLC	N/A	—	11,060	-11,060	-100%	$925.2K	—	—	—
Voya Investment Management LLC	N/A	—	11,003	-11,003	-100%	$920.4K	—	—	—
SG Americas Securities, LLC	N/A	—	10,937	-10,937	-100%	$915.0K	—	—	—
Glenmede Trust Co NA	N/A	—	10,887	-10,887	-100%	$910.7K	—	—	—
Pathstone Holdings, LLC	N/A	—	10,868	-10,868	-100%	$909.1K	—	—	—
Vident Advisory, LLC	N/A	—	10,268	-10,268	-100%	$858.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	9,700	-9,700	-100%	$901.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	9,505	-9,505	-100%	$795.1K	—	—	—
Holocene Advisors, LP	N/A	—	8,327	-8,327	-100%	$696.6K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	8,021	-8,021	-100%	$671.0K	—	—	—
Franklin Resources Inc	N/A	—	7,700	-7,700	-100%	$644.1K	—	—	—
Treasurer of the State of North Carolina	N/A	—	7,410	-7,410	-100%	$620.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	7,278	-7,278	-100%	$608.8K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	6,781	-6,781	-100%	$567.2K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	6,427	-6,427	-100%	$537.6K	—	—	—
Pacer Advisors, Inc.	N/A	—	6,378	-6,378	-100%	$534.0K	—	—	—
HighTower Advisors, LLC	N/A	—	6,305	-6,305	-100%	$527.4K	—	—	—
AE Wealth Management LLC	N/A	—	5,769	-5,769	-100%	$482.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,730	-5,730	-100%	$479.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,572	-5,572	-100%	$466.1K	—	—	—
Allstate Corp	N/A	—	5,437	-5,437	-100%	$454.8K	—	—	—
BFC Planning, Inc.	N/A	—	5,430	-5,430	-100%	$454.2K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	5,372	-5,372	-100%	$449.4K	—	—	—
Mariner, LLC	N/A	—	5,177	-5,177	-100%	$433.3K	—	—	—
Federated Hermes, Inc.	N/A	—	4,385	-4,385	-100%	$366.8K	—	—	—
Evolve Private Wealth, LLC	N/A	—	4,283	-4,283	-100%	$358.3K	—	—	—
Boyar Asset Management Inc.	N/A	—	4,111	-4,111	-100%	$343.9K	—	—	—
Numerai GP LLC	N/A	—	4,021	-4,021	-100%	$336.4K	—	—	—
Guggenheim Capital LLC	N/A	—	3,897	-3,897	-100%	$326.0K	—	—	—
Sittner & Nelson, LLC	N/A	—	3,659	-3,659	-100%	$306.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,155	-3,155	-100%	$263.9K	—	—	—
Centiva Capital, LP	N/A	—	3,147	-3,147	-100%	$263.2K	—	—	—
Brevan Howard Capital Management LP	N/A	—	3,101	-3,101	-100%	$259.4K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	3,067	-3,067	-100%	$256.6K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	3,020	-3,020	-100%	$252.6K	—	—	—
Bluespring Wealth Management, LLC	N/A	—	3,010	-3,010	-100%	$251.8K	—	—	—
Jane Street Group, LLC	N/A	—	2,978	-2,978	-100%	$249.1K	—	—	—
DnB Asset Management AS	N/A	—	2,961	-2,961	-100%	$247.7K	—	—	—
Calton & Associates, Inc.	N/A	—	2,794	-2,794	-100%	$233.7K	—	—	—
SIT Investment Associates Inc	N/A	—	2,735	-2,735	-100%	$229.0K	—	—	—
Coldstream Capital Management Inc	N/A	—	2,721	-2,721	-100%	$227.6K	—	—	—
F/m Investments LLC	N/A	—	2,666	-2,666	-100%	$223.0K	—	—	—
Dark Forest Capital Management LP	N/A	—	2,627	-2,627	-100%	$219.7K	—	—	—
Harbour Investment Management LLC	N/A	—	2,567	-2,567	-100%	$214.7K	—	—	—
Bravera Wealth	N/A	—	2,513	-2,513	-100%	$210.2K	—	—	—
Banco Bilbao Vizcaya Argentaria, S.A.	N/A	—	2,430	-2,430	-100%	$201.7K	—	—	—
Elgethun Capital Management	N/A	—	2,087	-2,087	-100%	$174.6K	—	—	—
SBI Okasan Asset Management Co.Ltd.	N/A	—	2,000	-2,000	-100%	$172.0K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	1,974	-1,974	-100%	$165.1K	—	—	—
Ancora Advisors LLCA	N/A	—	1,484	-1,484	-100%	$124.1K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	1,375	-1,375	-100%	$115.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,285	-1,285	-100%	$110.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	956	-956	-100%	$80.0K	—	—	—
HM Payson & Co	N/A	—	925	-925	-100%	$77.4K	—	—	—
Rothschild Investment LLC	N/A	—	780	-780	-100%	$65.2K	—	—	—
Johnson Financial Group, Inc.	N/A	—	759	-759	-100%	$63.5K	—	—	—
Bessemer Group Inc	N/A	—	731	-731	-100%	$51.0K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	645	-645	-100%	$54.0K	—	—	—
Tiaa Wealth Investment Management LLC	N/A	—	605	-605	-100%	$50.6K	—	—	—
Quent Capital, LLC	N/A	—	605	-605	-100%	$50.6K	—	—	—
Anchor Investment Management, LLC	N/A	—	600	-600	-100%	$50.2K	—	—	—
Arax Advisory Partners	N/A	—	598	-598	-100%	$50.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	518	-518	-100%	$43.3K	—	—	—
McMillan Office, Inc.	N/A	—	506	-506	-100%	$42.3K	—	—	—
HighMark Wealth Management LLC	N/A	—	494	-494	-100%	$41.3K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	384	-384	-100%	$32.1K	—	—	—
Optiver Holding B.V.	N/A	—	358	-358	-100%	$29.9K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	278	-278	-100%	$23.3K	—	—	—
Alerus Financial NA	N/A	—	274	-274	-100%	$22.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	259	-259	-100%	$21.7K	—	—	—
Leo H. Evart, Inc.	N/A	—	253	-253	-100%	$21.2K	—	—	—
Millstone Evans Group, LLC	N/A	—	231	-231	-100%	$19.3K	—	—	—
Toronto Dominion Bank	N/A	—	216	-216	-100%	$18.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	206	-206	-100%	$17.2K	—	—	—
Crews Bank & Trust	N/A	—	194	-194	-100%	$16.2K	—	—	—
Kerr Financial Planning Corp	N/A	—	192	-192	-100%	$16.1K	—	—	—
Nomura Asset Management Co LTD	N/A	—	190	-190	-100%	$15.9K	—	—	—
Huntington National Bank	N/A	—	157	-157	-100%	$13.1K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	150	-150	-100%	$12.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	139	-139	-100%	$11.3K	—	—	—
Graney & King, LLC	N/A	—	137	-137	-100%	$11.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	133	-133	-100%	$11.1K	—	—	—
Corsicana & Co.	N/A	—	90	-90	-100%	$7.5K	—	—	—
Copia Wealth Management	N/A	—	79	-79	-100%	$6.6K	—	—	—
LRI Investments, LLC	N/A	—	77	-77	-100%	$6.4K	—	—	—
Harbour Investments, Inc.	N/A	—	75	-75	-100%	$6.3K	—	—	—
Smithfield Trust Co	N/A	—	72	-72	-100%	$6.0K	—	—	—
Meeder Asset Management Inc	N/A	—	66	-66	-100%	$5.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	42	-42	-100%	$3.3K	—	—	—
CVA Family Office, LLC	N/A	—	41	-41	-100%	$3.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	37	-37	-100%	$3.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	27	-27	-100%	$2.3K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	15	-15	-100%	$1.3K	—	—	—
Synergy Investment Management, LLC	N/A	—	15	-15	-100%	$1.3K	—	—	—
Westfuller Advisors, LLC	N/A	—	11	-11	-100%	$918	—	—	—
Prestige Wealth Management Group LLC	N/A	—	10	-10	-100%	$837	—	—	—
Cornerstone Financial Management LLC	N/A	—	10	-10	-100%	$837	—	—	—
Rialto Wealth Management, LLC	N/A	—	9	-9	-100%	$753	—	—	—
HFM Investment Advisors, LLC	N/A	—	8	-8	-100%	$670	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	3	-3	-100%	$250	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	3	-3	-100%	$251	—	—	—
JPL Wealth Management, LLC	N/A	—	2	-2	-100%	$168	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$100	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	1	-1	-100%	$84	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$84	—	—	—

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