Lazard Inc (LAZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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FMR LLC

DECREASED

Shares9,374,750 from 11,152,391

Change-1,777,641 (-16%)

Value$339.6M (-$128.1M)

Filed 2026-11-10

Fisher Asset Management, LLC

INCREASED

Shares2,198,179 from 2,148,377

Change+49,802 (+2%)

Value$79.6M (-$10.5M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares2,104,358 from 2,072,270

Change+32,088 (+2%)

Value$76.2M (-$10.7M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares1,761,137 from 2,561,497

Change-800,360 (-31%)

Value$63.8M (-$43.6M)

Filed 2026-11-06

Principal Financial Group Inc

INCREASED

Shares1,617,966 from 1,138,315

Change+479,651 (+42%)

Value$58.6M (+$10.9M)

Filed 2026-11-02

Royce & Associates LP

INCREASED

Shares1,008,460 from 968,112

Change+40,348 (+4%)

Value$36.5M (-$4.1M)

Filed 2026-11-09

Bank of New York Mellon Corp

DECREASED

Shares725,105 from 752,606

Change-27,501 (-4%)

Value$26.3M (-$5.3M)

Filed 2026-11-05

Amundi

INCREASED

Shares527,026 from 14,908

Change+512,118 (+3435%)

Value$19.1M (+$18.5M)

Filed 2026-11-06

Algebris (UK) LTD

INCREASED

Shares343,290 from 261,796

Change+81,494 (+31%)

Value$12.4M (+$1.5M)

Filed 2026-11-06

Levin Capital Strategies, L.P.

INCREASED

Shares311,794 from 138,527

Change+173,267 (+125%)

Value$11.3M (+$5.5M)

Filed 2026-11-02

Nuveen, LLC

INCREASED

Shares310,629 from 169,584

Change+141,045 (+83%)

Value$11.3M (+$4.1M)

Filed 2026-11-10

State of Alaska, Department of Revenue

DECREASED

Shares268,412 from 290,090

Change-21,678 (-7%)

Value$9.7M (-$2.4M)

Filed 2026-10-15

Buck Wealth Strategies, LLC

INCREASED

Shares262,475 from 201,288

Change+61,187 (+30%)

Value$9.5M (+$1.1M)

Filed 2026-10-28

Russell Investments Group, Ltd.

INCREASED

Shares239,490 from 166,472

Change+73,018 (+44%)

Value$8.7M (+$1.7M)

Filed 2026-11-06

Ranger Investment Management, L.P.

DECREASED

Shares233,700 from 270,470

Change-36,770 (-14%)

Value$8.5M (-$2.9M)

Filed 2026-11-06

Crestwood Advisors Group, LLC

DECREASED

Shares195,946 from 202,261

Change-6,315 (-3%)

Value$7.1M (-$1.4M)

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares169,805 from 187,153

Change-17,348 (-9%)

Value$6.2M (-$1.7M)

Filed 2026-11-04

Channing Capital Management, LLC

NEW

Shares143,878

Change+143,878

Value$5.2M

Filed 2026-11-02

Cambiar Investors LLC

DECREASED

Shares106,388 from 111,179

Change-4,791 (-4%)

Value$3.9M (-$808.4K)

Filed 2026-11-04

Van Berkom & Associates Inc.

INCREASED

Shares84,889 from 78,395

Change+6,494 (+8%)

Value$3.1M (-$212.0K)

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares69,072 from 87,275

Change-18,203 (-21%)

Value$2.5M (-$1.2M)

Filed 2026-11-05

Illinois Municipal Retirement Fund

DECREASED

Shares58,063 from 60,903

Change-2,840 (-5%)

Value$2.1M (-$450.7K)

Filed 2026-11-05

Paulson Wealth Management Inc.

UNCHANGED

Shares48,762 from 48,762

Change0 (0%)

Value$1.8M (-$278.4K)

Filed 2026-11-02

Lido Advisors, LLC

DECREASED

Shares46,619 from 52,264

Change-5,645 (-11%)

Value$1.7M (-$503.0K)

Filed 2026-11-04

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares46,085 from 46,085

Change0 (0%)

Value$1.7M (-$263.1K)

Filed 2026-10-23

Moran Wealth Management, LLC

INCREASED

Shares42,821 from 42,602

Change+219 (+1%)

Value$1.6M (-$235.3K)

Filed 2026-10-22

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares42,231 from 43,025

Change-794 (-2%)

Value$1.5M (-$274.4K)

Filed 2026-11-09

Louisiana State Employees Retirement System

DECREASED

Shares41,500 from 48,900

Change-7,400 (-15%)

Value$1.5M (-$547.3K)

Filed 2026-10-20

M&T Bank Corp

DECREASED

Shares40,972 from 41,592

Change-620 (-1%)

Value$1.5M (-$260.6K)

Filed 2026-11-10

Robertson Stephens Wealth Management, LLC

DECREASED

Shares38,071 from 38,846

Change-775 (-2%)

Value$1.4M (-$249.9K)

Filed 2026-10-16

Squarepoint Ops LLC

DECREASED

Shares36,424 from 554,285

Change-517,861 (-93%)

Value$1.3M (-$21.9M)

Filed 2026-11-09

Natixis

NEW

Shares34,534

Change+34,534

Value$1.3M

Filed 2026-11-06

State of New Jersey Common Pension Fund D

UNCHANGED

Shares34,326 from 34,326

Change0 (0%)

Value$1.2M (-$196.0K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares33,679 from 27,722

Change+5,957 (+21%)

Value$1.2M (+$57.5K)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares32,968 from 41,652

Change-8,684 (-21%)

Value$1.2M (-$552.4K)

Filed 2026-11-06

Great Lakes Retirement, Inc.

INCREASED

Shares30,663 from 27,676

Change+2,987 (+11%)

Value$1.1M (-$49.8K)

Filed 2026-10-26

Deutsche Bank Ag\

INCREASED

Shares29,370 from 26,056

Change+3,314 (+13%)

Value$1.1M (-$28.7K)

Filed 2026-11-06

Arizona State Retirement System

INCREASED

Shares27,737 from 25,912

Change+1,825 (+7%)

Value$1.0M (-$81.8K)

Filed 2026-11-03

Amalgamated Bank

DECREASED

Shares27,113 from 31,603

Change-4,490 (-14%)

Value$982.0K (-$343.0K)

Filed 2026-10-23

Maryland State Retirement & Pension System

INCREASED

Shares26,350 from 20,919

Change+5,431 (+26%)

Value$954.7K (+$77.3K)

Filed 2026-11-05

Yousif Capital Management, LLC

DECREASED

Shares24,801 from 30,001

Change-5,200 (-17%)

Value$898.5K (-$359.7K)

Filed 2026-10-22

Teachers Retirement System of the State of Kentucky

DECREASED

Shares24,400 from 28,000

Change-3,600 (-13%)

Value$884.0K (-$290.0K)

Filed 2026-11-10

Oppenheimer & Co Inc

DECREASED

Shares24,082 from 24,482

Change-400 (-2%)

Value$872.5K (-$154.3K)

Filed 2026-10-26

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares22,961 from 26,485

Change-3,524 (-13%)

Value$831.9K (-$278.9K)

Filed 2026-11-03

Creative Planning

DECREASED

Shares22,039 from 47,949

Change-25,910 (-54%)

Value$798.5K (-$1.2M)

Filed 2026-11-02

Oregon Public Employees Retirement Fund

DECREASED

Shares21,886 from 25,400

Change-3,514 (-14%)

Value$792.9K (-$272.3K)

Filed 2026-10-30

Autumn Glory Partners, LLC

UNCHANGED

Shares21,084 from 21,084

Change0 (0%)

Value$763.9K (-$120.4K)

Filed 2026-10-26

Truist Financial Corp

DECREASED

Shares20,829 from 25,274

Change-4,445 (-18%)

Value$754.6K (-$305.4K)

Filed 2026-10-30

Fifth Third Bancorp

DECREASED

Shares20,591 from 24,935

Change-4,344 (-17%)

Value$746.0K (-$299.8K)

Filed 2026-11-05

Oliver Luxxe Assets LLC

DECREASED

Shares19,386 from 25,638

Change-6,252 (-24%)

Value$702.4K (-$372.9K)

Filed 2026-10-14

Handelsbanken Fonder AB

UNCHANGED

Shares18,500 from 18,500

Change0 (0%)

Value$670.0K (+$669.2K)

Filed 2026-11-09

Davenport & Co LLC

INCREASED

Shares18,406 from 9,671

Change+8,735 (+90%)

Value$666.9K (+$261.2K)

Filed 2026-10-14

Universal- Beteiligungs- und Servicegesellschaft mbH

INCREASED

Shares18,031 from 11,841

Change+6,190 (+52%)

Value$653.3K (+$156.7K)

Filed 2026-11-10

Frank, Rimerman Advisors LLC

DECREASED

Shares16,649 from 17,139

Change-490 (-3%)

Value$603.2K (-$115.6K)

Filed 2026-10-16

Gilman Hill Asset Management, LLC

DECREASED

Shares16,225 from 17,225

Change-1,000 (-6%)

Value$587.8K (-$134.6K)

Filed 2026-10-13

Counterpoint Mutual Funds LLC

NEW

Shares16,183

Change+16,183

Value$586.3K

Filed 2026-10-16

Pictet Asset Management Holding SA

UNCHANGED

Shares15,758 from 15,758

Change0 (0%)

Value$570.9K (-$90.0K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,267 from 9,209

Change+6,058 (+66%)

Value$546.9K (+$165.5K)

Filed 2026-10-13

MacKenzie Financial Corp

INCREASED

Shares15,166 from 14,161

Change+1,005 (+7%)

Value$549.5K (-$44.2K)

Filed 2026-11-02

Barclays PLC

DECREASED

Shares14,697 from 36,951

Change-22,254 (-60%)

Value$532.5K (-$1.0M)

Filed 2026-11-06

TD Waterhouse Canada Inc.

INCREASED

Shares13,129 from 12,809

Change+320 (+3%)

Value$478.5K (-$50.7K)

Filed 2026-10-16

Pinnacle Associates LTD

INCREASED

Shares12,526 from 7,801

Change+4,725 (+61%)

Value$453.8K (+$126.6K)

Filed 2026-10-20

Mutual of America Capital Management LLC

DECREASED

Shares12,102 from 13,715

Change-1,613 (-12%)

Value$438.5K (-$136.8K)

Filed 2026-10-23

Claro Advisors Inc.

INCREASED

Shares12,086 from 11,951

Change+135 (+1%)

Value$437.9K (-$63.3K)

Filed 2026-11-02

Keybank National Association

DECREASED

Shares11,961 from 12,589

Change-628 (-5%)

Value$433.3K (-$94.6K)

Filed 2026-11-04

Lecap Asset Management LTD

NEW

Shares11,767

Change+11,767

Value$426.3K

Filed 2026-10-27

Lawood & Co

DECREASED

Shares11,210 from 12,420

Change-1,210 (-10%)

Value$406.1K (-$114.8K)

Filed 2026-10-09

Bank of Montreal

INCREASED

Shares10,873 from 9,110

Change+1,763 (+19%)

Value$393.9K (+$11.9K)

Filed 2026-11-09

Argent Trust Co

DECREASED

Shares10,353 from 10,653

Change-300 (-3%)

Value$375.1K (-$71.7K)

Filed 2026-11-09

Shulman DeMeo Asset Management LLC

DECREASED

Shares10,304 from 10,417

Change-113 (-1%)

Value$363.5K (-$73.4K)

Filed 2026-10-09

iA Global Asset Management Inc.

NEW

Shares9,691

Change+9,691

Value$351.0K

Filed 2026-10-29

TD Private Client Wealth LLC

INCREASED

Shares8,859 from 8,424

Change+435 (+5%)

Value$321.0K (-$32.3K)

Filed 2026-10-28

New York State Teachers Retirement System

INCREASED

Shares8,807 from 7,171

Change+1,636 (+23%)

Value$319.0K (+$18.0K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares8,398 from 8,764

Change-366 (-4%)

Value$304.0K (-$64.0K)

Filed 2026-11-02

GW Henssler & Associates LTD

DECREASED

Shares8,241 from 297,132

Change-288,891 (-97%)

Value$298.6K (-$12.2M)

Filed 2026-10-26

Xponance LLC

DECREASED

Shares8,154 from 8,161

Change-7 (0%)

Value$295.4K (-$46.9K)

Filed 2026-11-03

North Star Investment Management Corp.

DECREASED

Shares7,800 from 8,125

Change-325 (-4%)

Value$282.6K (-$58.2K)

Filed 2026-10-27

Vise Technologies, Inc.

NEW

Shares7,521

Change+7,521

Value$272.5K

Filed 2026-10-29

Virginia Retirement Systems ET Al

INCREASED

Shares7,200 from 6,200

Change+1,000 (+16%)

Value$260.9K (+$828)

Filed 2026-10-28

Hilltop National Bank

DECREASED

Shares7,093 from 7,422

Change-329 (-4%)

Value$257.0K (-$54.3K)

Filed 2026-10-14

Swiss Life Asset Management Ltd

INCREASED

Shares6,655 from 6,278

Change+377 (+6%)

Value$241.1K (-$22.2K)

Filed 2026-11-03

CIBC Asset Management Inc

DECREASED

Shares6,504 from 7,157

Change-653 (-9%)

Value$235.6K (-$64.5K)

Filed 2026-11-05

Impact Partnership Wealth, LLC

NEW

Shares6,412

Change+6,412

Value$232.3K

Filed 2026-11-09

OpenArc Corporate Advisory, LLC

NEW

Shares5,947

Change+5,947

Value$215.5K

Filed 2026-10-21

Kestra Investment Management, LLC

NEW

Shares5,924

Change+5,924

Value$214.6K

Filed 2026-11-04

HUB Investment Partners, LLC

NEW

Shares5,826

Change+5,826

Value$211.1K

Filed 2026-11-03

Compound Planning, Inc.

NEW

Shares5,781

Change+5,781

Value$209.4K

Filed 2026-11-09

KBC Group NV

INCREASED

Shares4,178 from 2,989

Change+1,189 (+40%)

Value$151.0K (+$26.0K)

Filed 2026-10-22

Assetmark, Inc

INCREASED

Shares3,152 from 2,499

Change+653 (+26%)

Value$114.2K (+$9.4K)

Filed 2026-10-21

PNC Financial Services Group, Inc.

DECREASED

Shares2,680 from 5,951

Change-3,271 (-55%)

Value$97.1K (-$152.5K)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares2,500 from 711

Change+1,789 (+252%)

Value$90.6K (+$60.8K)

Filed 2026-10-08

Sterling Capital Management LLC

DECREASED

Shares2,381 from 2,438

Change-57 (-2%)

Value$86.3K (-$16.0K)

Filed 2026-10-22

Bayforest Capital Ltd

DECREASED

Shares2,324 from 2,704

Change-380 (-14%)

Value$84.2K (-$29.2K)

Filed 2026-11-03

Axiom Investment Management LLC

UNCHANGED

Shares2,100 from 2,100

Change0 (0%)

Value$76.1K (-$12.0K)

Filed 2026-11-03

Nykredit A/S

UNCHANGED

Shares2,074 from 2,074

Change0 (0%)

Value$75.1K (-$11.8K)

Filed 2026-11-06

State of Wyoming

DECREASED

Shares1,917 from 2,439

Change-522 (-21%)

Value$69.5K (-$32.8K)

Filed 2026-10-28

Gamma Investing LLC

INCREASED

Shares1,872 from 1,364

Change+508 (+37%)

Value$67.8K (+$10.6K)

Filed 2026-10-08

Parallel Advisors, LLC

DECREASED

Shares1,712 from 2,691

Change-979 (-36%)

Value$62.0K (-$50.8K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares1,383 from 1,756

Change-373 (-21%)

Value$50.1K (-$23.5K)

Filed 2026-10-27

Strs Ohio

DECREASED

Shares1,343 from 1,967

Change-624 (-32%)

Value$48.7K (-$33.8K)

Filed 2026-10-30

Parkside Financial Bank & Trust

INCREASED

Shares1,327 from 81

Change+1,246 (+1538%)

Value$48.1K (+$44.7K)

Filed 2026-10-27

Geneos Wealth Management Inc.

INCREASED

Shares1,165 from 846

Change+319 (+38%)

Value$42.2K (+$6.7K)

Filed 2026-11-09

Salomon & Ludwin, LLC

INCREASED

Shares1,022 from 995

Change+27 (+3%)

Value$37.0K (-$4.1K)

Filed 2026-10-29

Allworth Financial LP

UNCHANGED

Shares994 from 994

Change0 (0%)

Value$41.7K ($0)

Filed 2026-11-06

Roxbury Financial LLC

UNCHANGED

Shares984 from 984

Change0 (0%)

Value$35.7K (-$5.6K)

Filed 2026-10-01

Compass Financial Management LLC

UNCHANGED

Shares980 from 980

Change0 (0%)

Value$35.5K (-$5.6K)

Filed 2026-10-30

Covestor Ltd

INCREASED

Shares847 from 257

Change+590 (+230%)

Value$31 (+$20)

Filed 2026-10-30

Triumph Capital Management

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$29.0K (-$4.6K)

Filed 2026-10-14

Quent Capital, LLC

NEW

Shares798

Change+798

Value$30.6K

Filed 2026-11-09

US Bancorp \de\

DECREASED

Shares710 from 1,121

Change-411 (-37%)

Value$25.7K (-$21.3K)

Filed 2026-11-05

Southern Michigan Bank & Trust

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$23.6K (-$3.7K)

Filed 2026-10-19

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares645 from 645

Change0 (0%)

Value$23.4K (-$3.7K)

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares607 from 605

Change+2 (+0%)

Value$22.0K (-$3.4K)

Filed 2026-10-16

Richardson Financial Services Inc.

DECREASED

Shares590 from 675

Change-85 (-13%)

Value$21.4K (-$6.9K)

Filed 2026-10-30

Nisa Investment Advisors, LLC

INCREASED

Shares587 from 32

Change+555 (+1734%)

Value$21.3K (+$19.9K)

Filed 2026-10-20

Hantz Financial Services, Inc.

INCREASED

Shares531 from 408

Change+123 (+30%)

Value$19 (-$17.0K)

Filed 2026-11-09

Bokf, NA

DECREASED

Shares500 from 1,885

Change-1,385 (-73%)

Value$18.1K (-$60.9K)

Filed 2026-10-27

Signaturefd, LLC

DECREASED

Shares469 from 920

Change-451 (-49%)

Value$17.0K (-$21.6K)

Filed 2026-10-23

EverSource Wealth Advisors, LLC

INCREASED

Shares462 from 292

Change+170 (+58%)

Value$16.7K (+$4.5K)

Filed 2026-11-04

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares458 from 458

Change0 (0%)

Value$16.6K (-$2.6K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares400

Change+400

Value$14.5K

Filed 2026-10-21

Central Trust Co

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$14.5K (-$2.3K)

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares383 from 383

Change0 (0%)

Value$13.9K (-$2.2K)

Filed 2026-10-30

Essential Partners LLC

INCREASED

Shares376 from 324

Change+52 (+16%)

Value$13.6K (+$33)

Filed 2026-10-14

Highline Wealth Partners LLC

NEW

Shares325

Change+325

Value$11.8K

Filed 2026-10-19

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares318 from 266

Change+52 (+20%)

Value$11.5K (+$365)

Filed 2026-10-05

Boyd Watterson Asset Management LLC

UNCHANGED

Shares317 from 317

Change0 (0%)

Value$11.5K (-$1.8K)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares293 from 116

Change+177 (+153%)

Value$10.6K (+$5.8K)

Filed 2026-10-26

UMB Private Wealth Management, LLC

NEW

Shares208

Change+208

Value$7.5K

Filed 2026-10-19

Lanark Financial, Inc.

INCREASED

Shares208 from 20

Change+188 (+940%)

Value$7.5K (+$6.7K)

Filed 2026-10-26

Mather Group, Llc.

NEW

Shares193

Change+193

Value$7.0K

Filed 2026-10-14

JFS Wealth Advisors, LLC

DECREASED

Shares193 from 206

Change-13 (-6%)

Value$7.0K (-$1.6K)

Filed 2026-11-03

Bessemer Group Inc

INCREASED

Shares189 from 37

Change+152 (+411%)

Value$7 (+$5)

Filed 2026-11-09

Harbour Investments, Inc.

UNCHANGED

Shares179 from 179

Change0 (0%)

Value$6.5K (-$1.0K)

Filed 2026-11-09

Larson Financial Group LLC

INCREASED

Shares142 from 75

Change+67 (+89%)

Value$5.1K (+$2.0K)

Filed 2026-11-05

Laurel Wealth Advisors LLC

NEW

Shares120

Change+120

Value$4.3K

Filed 2026-10-27

Advocate Investing Services LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.6K (-$571)

Filed 2026-10-26

UMB Bank, n.a.

DECREASED

Shares99 from 497

Change-398 (-80%)

Value$3.6K (-$17.3K)

Filed 2026-11-06

Farmers & Merchants Investments Inc

INCREASED

Shares96 from 45

Change+51 (+113%)

Value$3.5K (+$1.6K)

Filed 2026-10-22

Clark Wealth Partners

NEW

Shares95

Change+95

Value$3.4K

Filed 2026-10-19

RMG Wealth Management LLC

DECREASED

Shares75 from 115

Change-40 (-35%)

Value$2.8K (-$2.2K)

Filed 2026-10-26

City State Bank

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$2.7K (-$429)

Filed 2026-10-20

True Wealth Design, LLC

INCREASED

Shares66 from 3

Change+63 (+2100%)

Value$2.4K (+$2.3K)

Filed 2026-10-13

American Capital Advisory, LLC

DECREASED

Shares66 from 67

Change-1 (-1%)

Value$2.4K (-$418)

Filed 2026-10-28

Fortitude Family Office, LLC

DECREASED

Shares64 from 66

Change-2 (-3%)

Value$2.3K (-$449)

Filed 2026-10-14

Silver Grove Financial Group, Inc.

INCREASED

Shares60 from 10

Change+50 (+500%)

Value$2.2K (+$1.8K)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares59

Change+59

Value$2.1K

Filed 2026-10-30

Creative Capital Management Investments LLC

INCREASED

Shares48 from 24

Change+24 (+100%)

Value$1.7K (+$732)

Filed 2026-10-28

Noble Wealth Management PBC

INCREASED

Shares46 from 33

Change+13 (+39%)

Value$1.7K (+$283)

Filed 2026-10-01

Versant Capital Management, Inc

DECREASED

Shares40 from 539

Change-499 (-93%)

Value$1.4K (-$21.2K)

Filed 2026-10-02

Bare Financial Services, Inc

NEW

Shares38

Change+38

Value$1.4K

Filed 2026-11-04

CX Institutional

DECREASED

Shares38 from 83,677

Change-83,639 (-100%)

Value$1 (-$3.5K)

Filed 2026-10-02

Mosley Wealth Management

NEW

Shares35

Change+35

Value$1.3K

Filed 2026-10-16

Ascentis Wealth Management, LLC

NEW

Shares33

Change+33

Value$1.2K

Filed 2026-11-03

Westside Investment Management, Inc.

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.1K (-$171)

Filed 2026-11-02

Clearstead Advisors, LLC

DECREASED

Shares29 from 38

Change-9 (-24%)

Value$1.1K (-$544)

Filed 2026-11-06

Burk Holdings LLC

NEW

Shares28

Change+28

Value$1.0K

Filed 2026-11-05

Valley National Advisers Inc

NEW

Shares25

Change+25

Value$906

Filed 2026-10-23

Cromwell Holdings LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$761 (-$120)

Filed 2026-10-28

Cedar Mountain Advisors, LLC

NEW

Shares19

Change+19

Value$688

Filed 2026-10-15

Strive Financial Group,LLC

NEW

Shares18

Change+18

Value$652

Filed 2026-11-09

Planning Strategies Inc.

DECREASED

Shares15 from 22

Change-7 (-32%)

Value$543 (-$380)

Filed 2026-10-02

Bay Harbor Wealth Management, LLC

INCREASED

Shares14 from 8

Change+6 (+75%)

Value$507 (+$171)

Filed 2026-11-03

Gilpin Wealth Management, LLC

DECREASED

Shares12 from 14

Change-2 (-14%)

Value$435 (-$153)

Filed 2026-10-09

Key Capital Management, Inc

DECREASED

Shares11 from 57

Change-46 (-81%)

Value$399 (-$2.0K)

Filed 2026-11-03

Meriwether Wealth & Planning, LLC

NEW

Shares9

Change+9

Value$326

Filed 2026-10-13

Financial Consulate, Inc

NEW

Shares8

Change+8

Value$290

Filed 2026-10-23

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$290 (-$46)

Filed 2026-10-16

Proathlete Wealth Management LLC

NEW

Shares7

Change+7

Value$253

Filed 2026-10-15

Elyxium Wealth, LLC

NEW

Shares6

Change+6

Value$217

Filed 2026-10-27

Quaker Wealth Management, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$218 (-$34)

Filed 2026-10-22

Nfsg Corp

NEW

Shares2

Change+2

Value$72

Filed 2026-10-15

Tounjian Advisory Partners, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$59 (+$15)

Filed 2026-11-04

3 Factor Indexing, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$73 (-$11)

Filed 2026-10-15

DecisionPoint Financial, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$73 (-$10)

Filed 2026-10-27

James T. Borello RIA

DECREASED

Shares1 from 185

Change-184 (-99%)

Value$36 (-$7.7K)

Filed 2026-10-16

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$37 (-$5)

Filed 2026-10-15

Allspring Global Investments Holdings, LLC

CLOSED

Shares0 from 412,291

Change-412,291 (-100%)

Value$0 (-$17.0M)

Filed 2026-11-04

Swedbank AB

CLOSED

Shares0 from 207,000

Change-207,000 (-100%)

Value$0 (-$8.7M)

Filed 2026-10-27

Capricorn Fund Managers Ltd

CLOSED

Shares0 from 121,900

Change-121,900 (-100%)

Value$0 (-$5.1M)

Filed 2026-11-03

Alps Advisors Inc

CLOSED

Shares0 from 82,903

Change-82,903 (-100%)

Value$0 (-$3.5M)

Filed 2026-11-03

Edgestream Partners, L.P.

CLOSED

Shares0 from 50,153

Change-50,153 (-100%)

Value$0 (-$2.1M)

Filed 2026-11-10

Jefferies Financial Group Inc.

CLOSED

Shares0 from 11,931

Change-11,931 (-100%)

Value$0 (-$500.4K)

Filed 2026-11-05

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 6,257

Change-6,257 (-100%)

Value$0 (-$262.4K)

Filed 2026-10-13

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 2,808

Change-2,808 (-100%)

Value$0 (-$117.8K)

Filed 2026-11-06

V-Square Quantitative Management LLC

CLOSED

Shares0 from 1,282

Change-1,282 (-100%)

Value$0 (-$53.8K)

Filed 2026-10-15

MCF Advisors LLC

CLOSED

Shares0 from 430

Change-430 (-100%)

Value$0 (-$18.1K)

Filed 2026-10-28

FIL Ltd

CLOSED

Shares0 from 205

Change-205 (-100%)

Value$0 (-$8.6K)

Filed 2026-11-10

Clearstead Trust, LLC

CLOSED

Shares0 from 86

Change-86 (-100%)

Value$0 (-$3.6K)

Filed 2026-11-06

LifeSteps Financial, Inc.

CLOSED

Shares0 from 55

Change-55 (-100%)

Value$0 (-$2.3K)

Filed 2026-10-15

Blue Trust, Inc.

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-15

AdvisorNet Financial, Inc

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$671)

Filed 2026-10-15

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$503)

Filed 2026-11-04

Davis Capital Management

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$252)

Filed 2026-10-08

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

Activest Wealth Management

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$84)

Filed 2026-10-15

BlackRock, Inc.

N/A

Shares— from 9,038,924

Change-9,038,924 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 8,962,415

Change-8,962,415 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 6,136,015

Change-6,136,015 (-100%)

Value—

Ariel Investments, LLC

N/A

Shares— from 5,755,404

Change-5,755,404 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 5,021,304

Change-5,021,304 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,632,893

Change-3,632,893 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,986,539

Change-2,986,539 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 2,242,241

Change-2,242,241 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,137,354

Change-2,137,354 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,952,363

Change-1,952,363 (-100%)

Value—

Norges Bank

N/A

Shares— from 1,757,418

Change-1,757,418 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 1,604,098

Change-1,604,098 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,542,057

Change-1,542,057 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,461,214

Change-1,461,214 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,362,926

Change-1,362,926 (-100%)

Value—

Epoch Investment Partners, Inc.

N/A

Shares— from 1,306,301

Change-1,306,301 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,162,755

Change-1,162,755 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,024,305

Change-1,024,305 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,004,339

Change-1,004,339 (-100%)

Value—

UBS Group AG

N/A

Shares— from 964,653

Change-964,653 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 889,392

Change-889,392 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 804,872

Change-804,872 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 743,305

Change-743,305 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 741,039

Change-741,039 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 709,203

Change-709,203 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 697,200

Change-697,200 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 546,216

Change-546,216 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 487,237

Change-487,237 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 401,223

Change-401,223 (-100%)

Value—

Crawford Investment Counsel Inc

N/A

Shares— from 398,595

Change-398,595 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 383,706

Change-383,706 (-100%)

Value—

Caisse de Depot ET Placement DU Quebec

N/A

Shares— from 365,995

Change-365,995 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 353,445

Change-353,445 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 326,564

Change-326,564 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 320,061

Change-320,061 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 296,546

Change-296,546 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 290,752

Change-290,752 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 267,844

Change-267,844 (-100%)

Value—

Mufg Securities Emea plc

N/A

Shares— from 254,300

Change-254,300 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 244,003

Change-244,003 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 201,561

Change-201,561 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 191,474

Change-191,474 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 188,400

Change-188,400 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 185,136

Change-185,136 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 163,758

Change-163,758 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 162,981

Change-162,981 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 152,836

Change-152,836 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 152,698

Change-152,698 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 150,500

Change-150,500 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 135,505

Change-135,505 (-100%)

Value—

Prana Capital Management, LP

N/A

Shares— from 130,189

Change-130,189 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 109,925

Change-109,925 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 108,613

Change-108,613 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 106,590

Change-106,590 (-100%)

Value—

Amica Mutual Insurance Co

N/A

Shares— from 103,039

Change-103,039 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 103,038

Change-103,038 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 100,538

Change-100,538 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 98,021

Change-98,021 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 97,743

Change-97,743 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 95,846

Change-95,846 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 95,509

Change-95,509 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 89,100

Change-89,100 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 87,603

Change-87,603 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 86,502

Change-86,502 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 83,248

Change-83,248 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 82,940

Change-82,940 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 68,587

Change-68,587 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 63,090

Change-63,090 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 61,898

Change-61,898 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 53,910

Change-53,910 (-100%)

Value—

Callahan Advisors, LLC

N/A

Shares— from 52,442

Change-52,442 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 48,270

Change-48,270 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 47,167

Change-47,167 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 42,842

Change-42,842 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 41,170

Change-41,170 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 39,732

Change-39,732 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 39,657

Change-39,657 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 38,773

Change-38,773 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 38,648

Change-38,648 (-100%)

Value—

Aureus Asset Management, LLC

N/A

Shares— from 38,419

Change-38,419 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 37,954

Change-37,954 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 34,695

Change-34,695 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 33,242

Change-33,242 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 32,125

Change-32,125 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 31,726

Change-31,726 (-100%)

Value—

Callodine Capital Management, LP

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Boston Partners

N/A

Shares— from 29,790

Change-29,790 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 28,108

Change-28,108 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 26,001

Change-26,001 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 24,094

Change-24,094 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 22,895

Change-22,895 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 22,361

Change-22,361 (-100%)

Value—

Mork Capital Management, LLC

N/A

Shares— from 22,250

Change-22,250 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 21,325

Change-21,325 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 20,900

Change-20,900 (-100%)

Value—

Southeastern Asset Management Inc

N/A

Shares— from 18,608

Change-18,608 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 18,494

Change-18,494 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 17,634

Change-17,634 (-100%)

Value—

EFG International AG

N/A

Shares— from 17,622

Change-17,622 (-100%)

Value—

Future Fund LLC

N/A

Shares— from 17,121

Change-17,121 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 15,825

Change-15,825 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 15,227

Change-15,227 (-100%)

Value—

Hunter Perkins Capital Management, LLC

N/A

Shares— from 14,021

Change-14,021 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 13,701

Change-13,701 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 12,737

Change-12,737 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 12,088

Change-12,088 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 11,257

Change-11,257 (-100%)

Value—

Varcov Co.

N/A

Shares— from 11,130

Change-11,130 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 11,055

Change-11,055 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 10,967

Change-10,967 (-100%)

Value—

1492 Capital Management LLC

N/A

Shares— from 10,639

Change-10,639 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,055

Change-10,055 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 9,994

Change-9,994 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 9,739

Change-9,739 (-100%)

Value—

Allstate Corp

N/A

Shares— from 9,191

Change-9,191 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 9,034

Change-9,034 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 8,850

Change-8,850 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,095

Change-8,095 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 8,070

Change-8,070 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 8,025

Change-8,025 (-100%)

Value—

O'rourke & Company, Inc

N/A

Shares— from 7,961

Change-7,961 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 7,908

Change-7,908 (-100%)

Value—

Frec Markets, Inc.

N/A

Shares— from 7,721

Change-7,721 (-100%)

Value—

Oxford Asset Management LLP

N/A

Shares— from 7,472

Change-7,472 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 7,021

Change-7,021 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 6,693

Change-6,693 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 6,284

Change-6,284 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 6,109

Change-6,109 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,876

Change-5,876 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 5,650

Change-5,650 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,517

Change-5,517 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 5,409

Change-5,409 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 5,349

Change-5,349 (-100%)

Value—

Twinbeech Capital LP

N/A

Shares— from 5,315

Change-5,315 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 5,181

Change-5,181 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 5,069

Change-5,069 (-100%)

Value—

Utah Retirement Systems

N/A

Shares— from 4,911

Change-4,911 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 4,817

Change-4,817 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,364

Change-3,364 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,990

Change-2,990 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 2,329

Change-2,329 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 1,733

Change-1,733 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,702

Change-1,702 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,481

Change-1,481 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 1,282

Change-1,282 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 822

Change-822 (-100%)

Value—

Broadwater Capital Management LLC

N/A

Shares— from 775

Change-775 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 617

Change-617 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 526

Change-526 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 424

Change-424 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 410

Change-410 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 408

Change-408 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 400

Change-400 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 325

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Atlantic Union Bankshares Corp

N/A

Shares— from 200

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Boreal Capital Management LLC

N/A

Shares— from 154

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NewEdge Advisors, LLC

N/A

Shares— from 150

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Huntington National Bank

N/A

Shares— from 135

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Group One Trading LLC

N/A

Shares— from 114

Change-114 (-100%)

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Keating Financial Advisory Services, Inc.

N/A

Shares— from 107

Change-107 (-100%)

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CVA Family Office, LLC

N/A

Shares— from 91

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Kilter Group LLC

N/A

Shares— from 87

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Fiduciary Financial Advisors

N/A

Shares— from 73

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Optiver Holding B.V.

N/A

Shares— from 60

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Quarry LP

N/A

Shares— from 52

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Ameritas Advisory Services, LLC

N/A

Shares— from 45

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SHP Wealth Management

N/A

Shares— from 31

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Millstone Evans Group, LLC

N/A

Shares— from 15

Change-15 (-100%)

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Transamerica Financial Advisors, LLC

N/A

Shares— from 11

Change-11 (-100%)

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Rialto Wealth Management, LLC

N/A

Shares— from 11

Change-11 (-100%)

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HFM Investment Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

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Ankerstar Wealth, LLC

N/A

Shares— from 9

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Smartleaf Asset Management LLC

N/A

Shares— from 5

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LRI Investments, LLC

N/A

Shares— from 5

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Sachetta, 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
FMR LLC	DECREASED	9,374,750	11,152,391	-1,777,641	-16%	$467.7M	$339.6M	-$128.1M	2026-11-10
Fisher Asset Management, LLC	INCREASED	2,198,179	2,148,377	+49,802	+2%	$90.1M	$79.6M	-$10.5M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	2,104,358	2,072,270	+32,088	+2%	$86.9M	$76.2M	-$10.7M	2026-11-04
Geode Capital Management, LLC	DECREASED	1,761,137	2,561,497	-800,360	-31%	$107.5M	$63.8M	-$43.6M	2026-11-06
Principal Financial Group Inc	INCREASED	1,617,966	1,138,315	+479,651	+42%	$47.7M	$58.6M	+$10.9M	2026-11-02
Royce & Associates LP	INCREASED	1,008,460	968,112	+40,348	+4%	$40.6M	$36.5M	-$4.1M	2026-11-09
Bank of New York Mellon Corp	DECREASED	725,105	752,606	-27,501	-4%	$31.6M	$26.3M	-$5.3M	2026-11-05
Amundi	INCREASED	527,026	14,908	+512,118	+3435%	$625.2K	$19.1M	+$18.5M	2026-11-06
Algebris (UK) LTD	INCREASED	343,290	261,796	+81,494	+31%	$10.9M	$12.4M	+$1.5M	2026-11-06
Levin Capital Strategies, L.P.	INCREASED	311,794	138,527	+173,267	+125%	$5.8M	$11.3M	+$5.5M	2026-11-02
Nuveen, LLC	INCREASED	310,629	169,584	+141,045	+83%	$7.1M	$11.3M	+$4.1M	2026-11-10
State of Alaska, Department of Revenue	DECREASED	268,412	290,090	-21,678	-7%	$12.2M	$9.7M	-$2.4M	2026-10-15
Buck Wealth Strategies, LLC	INCREASED	262,475	201,288	+61,187	+30%	$8.4M	$9.5M	+$1.1M	2026-10-28
Russell Investments Group, Ltd.	INCREASED	239,490	166,472	+73,018	+44%	$7.0M	$8.7M	+$1.7M	2026-11-06
Ranger Investment Management, L.P.	DECREASED	233,700	270,470	-36,770	-14%	$11.3M	$8.5M	-$2.9M	2026-11-06
Crestwood Advisors Group, LLC	DECREASED	195,946	202,261	-6,315	-3%	$8.5M	$7.1M	-$1.4M	2026-10-27
Citigroup Inc	DECREASED	169,805	187,153	-17,348	-9%	$7.8M	$6.2M	-$1.7M	2026-11-04
Channing Capital Management, LLC	NEW	143,878	—	+143,878	—	—	$5.2M	—	2026-11-02
Cambiar Investors LLC	DECREASED	106,388	111,179	-4,791	-4%	$4.7M	$3.9M	-$808.4K	2026-11-04
Van Berkom & Associates Inc.	INCREASED	84,889	78,395	+6,494	+8%	$3.3M	$3.1M	-$212.0K	2026-11-04
Thrivent Financial for Lutherans	DECREASED	69,072	87,275	-18,203	-21%	$3.7M	$2.5M	-$1.2M	2026-11-05
Illinois Municipal Retirement Fund	DECREASED	58,063	60,903	-2,840	-5%	$2.6M	$2.1M	-$450.7K	2026-11-05
Paulson Wealth Management Inc.	UNCHANGED	48,762	48,762	0	0%	$2.0M	$1.8M	-$278.4K	2026-11-02
Lido Advisors, LLC	DECREASED	46,619	52,264	-5,645	-11%	$2.2M	$1.7M	-$503.0K	2026-11-04
Wilmington Savings Fund Society, FSB	UNCHANGED	46,085	46,085	0	0%	$1.9M	$1.7M	-$263.1K	2026-10-23
Moran Wealth Management, LLC	INCREASED	42,821	42,602	+219	+1%	$1.8M	$1.6M	-$235.3K	2026-10-22
Police & Firemen's Retirement System of New Jersey	DECREASED	42,231	43,025	-794	-2%	$1.8M	$1.5M	-$274.4K	2026-11-09
Louisiana State Employees Retirement System	DECREASED	41,500	48,900	-7,400	-15%	$2.1M	$1.5M	-$547.3K	2026-10-20
M&T Bank Corp	DECREASED	40,972	41,592	-620	-1%	$1.7M	$1.5M	-$260.6K	2026-11-10
Robertson Stephens Wealth Management, LLC	DECREASED	38,071	38,846	-775	-2%	$1.6M	$1.4M	-$249.9K	2026-10-16
Squarepoint Ops LLC	DECREASED	36,424	554,285	-517,861	-93%	$23.2M	$1.3M	-$21.9M	2026-11-09
Natixis	NEW	34,534	—	+34,534	—	—	$1.3M	—	2026-11-06
State of New Jersey Common Pension Fund D	UNCHANGED	34,326	34,326	0	0%	$1.4M	$1.2M	-$196.0K	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	33,679	27,722	+5,957	+21%	$1.2M	$1.2M	+$57.5K	2026-11-02
LPL Financial LLC	DECREASED	32,968	41,652	-8,684	-21%	$1.7M	$1.2M	-$552.4K	2026-11-06
Great Lakes Retirement, Inc.	INCREASED	30,663	27,676	+2,987	+11%	$1.2M	$1.1M	-$49.8K	2026-10-26
Deutsche Bank Ag\	INCREASED	29,370	26,056	+3,314	+13%	$1.1M	$1.1M	-$28.7K	2026-11-06
Arizona State Retirement System	INCREASED	27,737	25,912	+1,825	+7%	$1.1M	$1.0M	-$81.8K	2026-11-03
Amalgamated Bank	DECREASED	27,113	31,603	-4,490	-14%	$1.3M	$982.0K	-$343.0K	2026-10-23
Maryland State Retirement & Pension System	INCREASED	26,350	20,919	+5,431	+26%	$877.3K	$954.7K	+$77.3K	2026-11-05
Yousif Capital Management, LLC	DECREASED	24,801	30,001	-5,200	-17%	$1.3M	$898.5K	-$359.7K	2026-10-22
Teachers Retirement System of the State of Kentucky	DECREASED	24,400	28,000	-3,600	-13%	$1.2M	$884.0K	-$290.0K	2026-11-10
Oppenheimer & Co Inc	DECREASED	24,082	24,482	-400	-2%	$1.0M	$872.5K	-$154.3K	2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	22,961	26,485	-3,524	-13%	$1.1M	$831.9K	-$278.9K	2026-11-03
Creative Planning	DECREASED	22,039	47,949	-25,910	-54%	$2.0M	$798.5K	-$1.2M	2026-11-02
Oregon Public Employees Retirement Fund	DECREASED	21,886	25,400	-3,514	-14%	$1.1M	$792.9K	-$272.3K	2026-10-30
Autumn Glory Partners, LLC	UNCHANGED	21,084	21,084	0	0%	$884.3K	$763.9K	-$120.4K	2026-10-26
Truist Financial Corp	DECREASED	20,829	25,274	-4,445	-18%	$1.1M	$754.6K	-$305.4K	2026-10-30
Fifth Third Bancorp	DECREASED	20,591	24,935	-4,344	-17%	$1.0M	$746.0K	-$299.8K	2026-11-05
Oliver Luxxe Assets LLC	DECREASED	19,386	25,638	-6,252	-24%	$1.1M	$702.4K	-$372.9K	2026-10-14
Handelsbanken Fonder AB	UNCHANGED	18,500	18,500	0	0%	$776	$670.0K	+$669.2K	2026-11-09
Davenport & Co LLC	INCREASED	18,406	9,671	+8,735	+90%	$405.6K	$666.9K	+$261.2K	2026-10-14
Universal- Beteiligungs- und Servicegesellschaft mbH	INCREASED	18,031	11,841	+6,190	+52%	$496.6K	$653.3K	+$156.7K	2026-11-10
Frank, Rimerman Advisors LLC	DECREASED	16,649	17,139	-490	-3%	$718.8K	$603.2K	-$115.6K	2026-10-16
Gilman Hill Asset Management, LLC	DECREASED	16,225	17,225	-1,000	-6%	$722.4K	$587.8K	-$134.6K	2026-10-13
Counterpoint Mutual Funds LLC	NEW	16,183	—	+16,183	—	—	$586.3K	—	2026-10-16
Pictet Asset Management Holding SA	UNCHANGED	15,758	15,758	0	0%	$660.9K	$570.9K	-$90.0K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	15,267	9,209	+6,058	+66%	$381.3K	$546.9K	+$165.5K	2026-10-13
MacKenzie Financial Corp	INCREASED	15,166	14,161	+1,005	+7%	$593.6K	$549.5K	-$44.2K	2026-11-02
Barclays PLC	DECREASED	14,697	36,951	-22,254	-60%	$1.5M	$532.5K	-$1.0M	2026-11-06
TD Waterhouse Canada Inc.	INCREASED	13,129	12,809	+320	+3%	$529.2K	$478.5K	-$50.7K	2026-10-16
Pinnacle Associates LTD	INCREASED	12,526	7,801	+4,725	+61%	$327.2K	$453.8K	+$126.6K	2026-10-20
Mutual of America Capital Management LLC	DECREASED	12,102	13,715	-1,613	-12%	$575.2K	$438.5K	-$136.8K	2026-10-23
Claro Advisors Inc.	INCREASED	12,086	11,951	+135	+1%	$501.2K	$437.9K	-$63.3K	2026-11-02
Keybank National Association	DECREASED	11,961	12,589	-628	-5%	$528.0K	$433.3K	-$94.6K	2026-11-04
Lecap Asset Management LTD	NEW	11,767	—	+11,767	—	—	$426.3K	—	2026-10-27
Lawood & Co	DECREASED	11,210	12,420	-1,210	-10%	$520.9K	$406.1K	-$114.8K	2026-10-09
Bank of Montreal	INCREASED	10,873	9,110	+1,763	+19%	$382.1K	$393.9K	+$11.9K	2026-11-09
Argent Trust Co	DECREASED	10,353	10,653	-300	-3%	$446.8K	$375.1K	-$71.7K	2026-11-09
Shulman DeMeo Asset Management LLC	DECREASED	10,304	10,417	-113	-1%	$436.9K	$363.5K	-$73.4K	2026-10-09
iA Global Asset Management Inc.	NEW	9,691	—	+9,691	—	—	$351.0K	—	2026-10-29
TD Private Client Wealth LLC	INCREASED	8,859	8,424	+435	+5%	$353.3K	$321.0K	-$32.3K	2026-10-28
New York State Teachers Retirement System	INCREASED	8,807	7,171	+1,636	+23%	$301.0K	$319.0K	+$18.0K	2026-10-22
Cambridge Investment Research Advisors, Inc.	DECREASED	8,398	8,764	-366	-4%	$368.0K	$304.0K	-$64.0K	2026-11-02
GW Henssler & Associates LTD	DECREASED	8,241	297,132	-288,891	-97%	$12.5M	$298.6K	-$12.2M	2026-10-26
Xponance LLC	DECREASED	8,154	8,161	-7	0%	$342.3K	$295.4K	-$46.9K	2026-11-03
North Star Investment Management Corp.	DECREASED	7,800	8,125	-325	-4%	$340.8K	$282.6K	-$58.2K	2026-10-27
Vise Technologies, Inc.	NEW	7,521	—	+7,521	—	—	$272.5K	—	2026-10-29
Virginia Retirement Systems ET Al	INCREASED	7,200	6,200	+1,000	+16%	$260.0K	$260.9K	+$828	2026-10-28
Hilltop National Bank	DECREASED	7,093	7,422	-329	-4%	$311.3K	$257.0K	-$54.3K	2026-10-14
Swiss Life Asset Management Ltd	INCREASED	6,655	6,278	+377	+6%	$263.3K	$241.1K	-$22.2K	2026-11-03
CIBC Asset Management Inc	DECREASED	6,504	7,157	-653	-9%	$300.2K	$235.6K	-$64.5K	2026-11-05
Impact Partnership Wealth, LLC	NEW	6,412	—	+6,412	—	—	$232.3K	—	2026-11-09
OpenArc Corporate Advisory, LLC	NEW	5,947	—	+5,947	—	—	$215.5K	—	2026-10-21
Kestra Investment Management, LLC	NEW	5,924	—	+5,924	—	—	$214.6K	—	2026-11-04
HUB Investment Partners, LLC	NEW	5,826	—	+5,826	—	—	$211.1K	—	2026-11-03
Compound Planning, Inc.	NEW	5,781	—	+5,781	—	—	$209.4K	—	2026-11-09
KBC Group NV	INCREASED	4,178	2,989	+1,189	+40%	$125.0K	$151.0K	+$26.0K	2026-10-22
Assetmark, Inc	INCREASED	3,152	2,499	+653	+26%	$104.8K	$114.2K	+$9.4K	2026-10-21
PNC Financial Services Group, Inc.	DECREASED	2,680	5,951	-3,271	-55%	$249.6K	$97.1K	-$152.5K	2026-11-06
Farther Finance Advisors, LLC	INCREASED	2,500	711	+1,789	+252%	$29.8K	$90.6K	+$60.8K	2026-10-08
Sterling Capital Management LLC	DECREASED	2,381	2,438	-57	-2%	$102.3K	$86.3K	-$16.0K	2026-10-22
Bayforest Capital Ltd	DECREASED	2,324	2,704	-380	-14%	$113.4K	$84.2K	-$29.2K	2026-11-03
Axiom Investment Management LLC	UNCHANGED	2,100	2,100	0	0%	$88.1K	$76.1K	-$12.0K	2026-11-03
Nykredit A/S	UNCHANGED	2,074	2,074	0	0%	$87.0K	$75.1K	-$11.8K	2026-11-06
State of Wyoming	DECREASED	1,917	2,439	-522	-21%	$102.3K	$69.5K	-$32.8K	2026-10-28
Gamma Investing LLC	INCREASED	1,872	1,364	+508	+37%	$57.2K	$67.8K	+$10.6K	2026-10-08
Parallel Advisors, LLC	DECREASED	1,712	2,691	-979	-36%	$112.9K	$62.0K	-$50.8K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	DECREASED	1,383	1,756	-373	-21%	$73.6K	$50.1K	-$23.5K	2026-10-27
Strs Ohio	DECREASED	1,343	1,967	-624	-32%	$82.5K	$48.7K	-$33.8K	2026-10-30
Parkside Financial Bank & Trust	INCREASED	1,327	81	+1,246	+1538%	$3.4K	$48.1K	+$44.7K	2026-10-27
Geneos Wealth Management Inc.	INCREASED	1,165	846	+319	+38%	$35.5K	$42.2K	+$6.7K	2026-11-09
Salomon & Ludwin, LLC	INCREASED	1,022	995	+27	+3%	$41.1K	$37.0K	-$4.1K	2026-10-29
Allworth Financial LP	UNCHANGED	994	994	0	0%	$41.7K	$41.7K	$0	2026-11-06
Roxbury Financial LLC	UNCHANGED	984	984	0	0%	$41.3K	$35.7K	-$5.6K	2026-10-01
Compass Financial Management LLC	UNCHANGED	980	980	0	0%	$41.1K	$35.5K	-$5.6K	2026-10-30
Covestor Ltd	INCREASED	847	257	+590	+230%	$11	$31	+$20	2026-10-30
Triumph Capital Management	UNCHANGED	800	800	0	0%	$33.6K	$29.0K	-$4.6K	2026-10-14
Quent Capital, LLC	NEW	798	—	+798	—	—	$30.6K	—	2026-11-09
US Bancorp \de\	DECREASED	710	1,121	-411	-37%	$47.0K	$25.7K	-$21.3K	2026-11-05
Southern Michigan Bank & Trust	UNCHANGED	650	650	0	0%	$27.3K	$23.6K	-$3.7K	2026-10-19
Quest 10 Wealth Builders, Inc.	UNCHANGED	645	645	0	0%	$27.1K	$23.4K	-$3.7K	2026-11-02
IFP Advisors, Inc	INCREASED	607	605	+2	+0%	$25.4K	$22.0K	-$3.4K	2026-10-16
Richardson Financial Services Inc.	DECREASED	590	675	-85	-13%	$28.3K	$21.4K	-$6.9K	2026-10-30
Nisa Investment Advisors, LLC	INCREASED	587	32	+555	+1734%	$1.3K	$21.3K	+$19.9K	2026-10-20
Hantz Financial Services, Inc.	INCREASED	531	408	+123	+30%	$17.0K	$19	-$17.0K	2026-11-09
Bokf, NA	DECREASED	500	1,885	-1,385	-73%	$79.1K	$18.1K	-$60.9K	2026-10-27
Signaturefd, LLC	DECREASED	469	920	-451	-49%	$38.6K	$17.0K	-$21.6K	2026-10-23
EverSource Wealth Advisors, LLC	INCREASED	462	292	+170	+58%	$12.2K	$16.7K	+$4.5K	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	458	458	0	0%	$19.2K	$16.6K	-$2.6K	2026-11-05
Root Financial Partners, LLC	NEW	400	—	+400	—	—	$14.5K	—	2026-10-21
Central Trust Co	UNCHANGED	400	400	0	0%	$16.8K	$14.5K	-$2.3K	2026-11-05
Spire Wealth Management	UNCHANGED	383	383	0	0%	$16.1K	$13.9K	-$2.2K	2026-10-30
Essential Partners LLC	INCREASED	376	324	+52	+16%	$13.6K	$13.6K	+$33	2026-10-14
Highline Wealth Partners LLC	NEW	325	—	+325	—	—	$11.8K	—	2026-10-19
MassMutual Private Wealth & Trust, FSB	INCREASED	318	266	+52	+20%	$11.2K	$11.5K	+$365	2026-10-05
Boyd Watterson Asset Management LLC	UNCHANGED	317	317	0	0%	$13.3K	$11.5K	-$1.8K	2026-11-06
SJS Investment Consulting Inc.	INCREASED	293	116	+177	+153%	$4.9K	$10.6K	+$5.8K	2026-10-26
UMB Private Wealth Management, LLC	NEW	208	—	+208	—	—	$7.5K	—	2026-10-19
Lanark Financial, Inc.	INCREASED	208	20	+188	+940%	$838	$7.5K	+$6.7K	2026-10-26
Mather Group, Llc.	NEW	193	—	+193	—	—	$7.0K	—	2026-10-14
JFS Wealth Advisors, LLC	DECREASED	193	206	-13	-6%	$8.6K	$7.0K	-$1.6K	2026-11-03
Bessemer Group Inc	INCREASED	189	37	+152	+411%	$2	$7	+$5	2026-11-09
Harbour Investments, Inc.	UNCHANGED	179	179	0	0%	$7.5K	$6.5K	-$1.0K	2026-11-09
Larson Financial Group LLC	INCREASED	142	75	+67	+89%	$3.1K	$5.1K	+$2.0K	2026-11-05
Laurel Wealth Advisors LLC	NEW	120	—	+120	—	—	$4.3K	—	2026-10-27
Advocate Investing Services LLC	UNCHANGED	100	100	0	0%	$4.2K	$3.6K	-$571	2026-10-26
UMB Bank, n.a.	DECREASED	99	497	-398	-80%	$20.8K	$3.6K	-$17.3K	2026-11-06
Farmers & Merchants Investments Inc	INCREASED	96	45	+51	+113%	$1.9K	$3.5K	+$1.6K	2026-10-22
Clark Wealth Partners	NEW	95	—	+95	—	—	$3.4K	—	2026-10-19
RMG Wealth Management LLC	DECREASED	75	115	-40	-35%	$5.0K	$2.8K	-$2.2K	2026-10-26
City State Bank	UNCHANGED	75	75	0	0%	$3.1K	$2.7K	-$429	2026-10-20
True Wealth Design, LLC	INCREASED	66	3	+63	+2100%	$126	$2.4K	+$2.3K	2026-10-13
American Capital Advisory, LLC	DECREASED	66	67	-1	-1%	$2.8K	$2.4K	-$418	2026-10-28
Fortitude Family Office, LLC	DECREASED	64	66	-2	-3%	$2.8K	$2.3K	-$449	2026-10-14
Silver Grove Financial Group, Inc.	INCREASED	60	10	+50	+500%	$419	$2.2K	+$1.8K	2026-11-05
Provenance Wealth Advisors, LLC	NEW	59	—	+59	—	—	$2.1K	—	2026-10-30
Creative Capital Management Investments LLC	INCREASED	48	24	+24	+100%	$1.0K	$1.7K	+$732	2026-10-28
Noble Wealth Management PBC	INCREASED	46	33	+13	+39%	$1.4K	$1.7K	+$283	2026-10-01
Versant Capital Management, Inc	DECREASED	40	539	-499	-93%	$22.6K	$1.4K	-$21.2K	2026-10-02
Bare Financial Services, Inc	NEW	38	—	+38	—	—	$1.4K	—	2026-11-04
CX Institutional	DECREASED	38	83,677	-83,639	-100%	$3.5K	$1	-$3.5K	2026-10-02
Mosley Wealth Management	NEW	35	—	+35	—	—	$1.3K	—	2026-10-16
Ascentis Wealth Management, LLC	NEW	33	—	+33	—	—	$1.2K	—	2026-11-03
Westside Investment Management, Inc.	UNCHANGED	30	30	0	0%	$1.3K	$1.1K	-$171	2026-11-02
Clearstead Advisors, LLC	DECREASED	29	38	-9	-24%	$1.6K	$1.1K	-$544	2026-11-06
Burk Holdings LLC	NEW	28	—	+28	—	—	$1.0K	—	2026-11-05
Valley National Advisers Inc	NEW	25	—	+25	—	—	$906	—	2026-10-23
Cromwell Holdings LLC	UNCHANGED	21	21	0	0%	$881	$761	-$120	2026-10-28
Cedar Mountain Advisors, LLC	NEW	19	—	+19	—	—	$688	—	2026-10-15
Strive Financial Group,LLC	NEW	18	—	+18	—	—	$652	—	2026-11-09
Planning Strategies Inc.	DECREASED	15	22	-7	-32%	$923	$543	-$380	2026-10-02
Bay Harbor Wealth Management, LLC	INCREASED	14	8	+6	+75%	$336	$507	+$171	2026-11-03
Gilpin Wealth Management, LLC	DECREASED	12	14	-2	-14%	$588	$435	-$153	2026-10-09
Key Capital Management, Inc	DECREASED	11	57	-46	-81%	$2.4K	$399	-$2.0K	2026-11-03
Meriwether Wealth & Planning, LLC	NEW	9	—	+9	—	—	$326	—	2026-10-13
Financial Consulate, Inc	NEW	8	—	+8	—	—	$290	—	2026-10-23
DiNuzzo Private Wealth, Inc.	UNCHANGED	8	8	0	0%	$336	$290	-$46	2026-10-16
Proathlete Wealth Management LLC	NEW	7	—	+7	—	—	$253	—	2026-10-15
Elyxium Wealth, LLC	NEW	6	—	+6	—	—	$217	—	2026-10-27
Quaker Wealth Management, LLC	UNCHANGED	6	6	0	0%	$252	$218	-$34	2026-10-22
Nfsg Corp	NEW	2	—	+2	—	—	$72	—	2026-10-15
Tounjian Advisory Partners, LLC	INCREASED	2	1	+1	+100%	$44	$59	+$15	2026-11-04
3 Factor Indexing, LLC	UNCHANGED	2	2	0	0%	$84	$73	-$11	2026-10-15
DecisionPoint Financial, LLC	UNCHANGED	2	2	0	0%	$83	$73	-$10	2026-10-27
James T. Borello RIA	DECREASED	1	185	-184	-99%	$7.8K	$36	-$7.7K	2026-10-16
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$42	$37	-$5	2026-10-15
Allspring Global Investments Holdings, LLC	CLOSED	0	412,291	-412,291	-100%	$17.0M	$0	-$17.0M	2026-11-04
Swedbank AB	CLOSED	0	207,000	-207,000	-100%	$8.7M	$0	-$8.7M	2026-10-27
Capricorn Fund Managers Ltd	CLOSED	0	121,900	-121,900	-100%	$5.1M	$0	-$5.1M	2026-11-03
Alps Advisors Inc	CLOSED	0	82,903	-82,903	-100%	$3.5M	$0	-$3.5M	2026-11-03
Edgestream Partners, L.P.	CLOSED	0	50,153	-50,153	-100%	$2.1M	$0	-$2.1M	2026-11-10
Jefferies Financial Group Inc.	CLOSED	0	11,931	-11,931	-100%	$500.4K	$0	-$500.4K	2026-11-05
Hennion & Walsh Asset Management, Inc.	CLOSED	0	6,257	-6,257	-100%	$262.4K	$0	-$262.4K	2026-10-13
Institute for Wealth Management, Llc.	CLOSED	0	2,808	-2,808	-100%	$117.8K	$0	-$117.8K	2026-11-06
V-Square Quantitative Management LLC	CLOSED	0	1,282	-1,282	-100%	$53.8K	$0	-$53.8K	2026-10-15
MCF Advisors LLC	CLOSED	0	430	-430	-100%	$18.1K	$0	-$18.1K	2026-10-28
FIL Ltd	CLOSED	0	205	-205	-100%	$8.6K	$0	-$8.6K	2026-11-10
Clearstead Trust, LLC	CLOSED	0	86	-86	-100%	$3.6K	$0	-$3.6K	2026-11-06
LifeSteps Financial, Inc.	CLOSED	0	55	-55	-100%	$2.3K	$0	-$2.3K	2026-10-15
Blue Trust, Inc.	CLOSED	0	28	-28	-100%	$1.2K	$0	-$1.2K	2026-10-15
AdvisorNet Financial, Inc	CLOSED	0	16	-16	-100%	$671	$0	-$671	2026-10-15
Plante Moran Financial Advisors, LLC	CLOSED	0	12	-12	-100%	$503	$0	-$503	2026-11-04
Davis Capital Management	CLOSED	0	6	-6	-100%	$252	$0	-$252	2026-10-08
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
Activest Wealth Management	CLOSED	0	2	-2	-100%	$84	$0	-$84	2026-10-15
BlackRock, Inc.	N/A	—	9,038,924	-9,038,924	-100%	$379.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	8,962,415	-8,962,415	-100%	$375.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	6,136,015	-6,136,015	-100%	$257.3M	—	—	—
Ariel Investments, LLC	N/A	—	5,755,404	-5,755,404	-100%	$241.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	5,021,304	-5,021,304	-100%	$210.6M	—	—	—
State Street Corp	N/A	—	3,632,893	-3,632,893	-100%	$152.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,986,539	-2,986,539	-100%	$125.3M	—	—	—
Capital Research Global Investors	N/A	—	2,242,241	-2,242,241	-100%	$94.0M	—	—	—
Morgan Stanley	N/A	—	2,137,354	-2,137,354	-100%	$89.6M	—	—	—
Ameriprise Financial Inc	N/A	—	1,952,363	-1,952,363	-100%	$81.9M	—	—	—
Norges Bank	N/A	—	1,757,418	-1,757,418	-100%	$73.7M	—	—	—
Jupiter Topco LLC	N/A	—	1,604,098	-1,604,098	-100%	$67.3M	—	—	—
Victory Capital Management Inc	N/A	—	1,542,057	-1,542,057	-100%	$64.7M	—	—	—
Invesco Ltd.	N/A	—	1,461,214	-1,461,214	-100%	$61.3M	—	—	—
BNP Paribas Financial Markets	N/A	—	1,362,926	-1,362,926	-100%	$57.2M	—	—	—
Epoch Investment Partners, Inc.	N/A	—	1,306,301	-1,306,301	-100%	$54.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,162,755	-1,162,755	-100%	$48.8M	—	—	—
JPMorgan Chase & Co	N/A	—	1,024,305	-1,024,305	-100%	$41.5M	—	—	—
Bank of America Corp	N/A	—	1,004,339	-1,004,339	-100%	$42.1M	—	—	—
UBS Group AG	N/A	—	964,653	-964,653	-100%	$40.5M	—	—	—
Two Sigma Investments, LP	N/A	—	889,392	-889,392	-100%	$37.3M	—	—	—
Bank of Nova Scotia	N/A	—	804,872	-804,872	-100%	$33.8M	—	—	—
Voya Investment Management LLC	N/A	—	743,305	-743,305	-100%	$31.2M	—	—	—
Northern Trust Corp	N/A	—	741,039	-741,039	-100%	$31.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	709,203	-709,203	-100%	$29.7M	—	—	—
Canada Pension Plan Investment Board	N/A	—	697,200	-697,200	-100%	$29.2M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	546,216	-546,216	-100%	$22.9M	—	—	—
Federated Hermes, Inc.	N/A	—	487,237	-487,237	-100%	$20.4M	—	—	—
AQR Capital Management LLC	N/A	—	401,223	-401,223	-100%	$16.8M	—	—	—
Crawford Investment Counsel Inc	N/A	—	398,595	-398,595	-100%	$16.7M	—	—	—
Public Sector Pension Investment Board	N/A	—	383,706	-383,706	-100%	$16.1M	—	—	—
Caisse de Depot ET Placement DU Quebec	N/A	—	365,995	-365,995	-100%	$15.3M	—	—	—
Royal Bank of Canada	N/A	—	353,445	-353,445	-100%	$14.8M	—	—	—
MetLife Investment Management, LLC	N/A	—	326,564	-326,564	-100%	$13.7M	—	—	—
SG Americas Securities, LLC	N/A	—	320,061	-320,061	-100%	$13.4M	—	—	—
First Trust Advisors LP	N/A	—	296,546	-296,546	-100%	$12.4M	—	—	—
Walleye Capital LLC	N/A	—	290,752	-290,752	-100%	$12.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	267,844	-267,844	-100%	$11.2M	—	—	—
Mufg Securities Emea plc	N/A	—	254,300	-254,300	-100%	$10.7M	—	—	—
Legal & General Group Plc	N/A	—	244,003	-244,003	-100%	$10.2M	—	—	—
Rhumbline Advisers	N/A	—	201,561	-201,561	-100%	$8.5M	—	—	—
Purpose Unlimited Inc.	N/A	—	191,474	-191,474	-100%	$8.1M	—	—	—
Swiss National Bank	N/A	—	188,400	-188,400	-100%	$7.9M	—	—	—
American Century Companies Inc	N/A	—	185,136	-185,136	-100%	$7.8M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	163,758	-163,758	-100%	$6.9M	—	—	—
California Public Employees Retirement System	N/A	—	162,981	-162,981	-100%	$6.8M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	152,836	-152,836	-100%	$6.4M	—	—	—
TD Asset Management Inc	N/A	—	152,698	-152,698	-100%	$6.4M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	150,500	-150,500	-100%	$6.3M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	135,505	-135,505	-100%	$5.7M	—	—	—
Prana Capital Management, LP	N/A	—	130,189	-130,189	-100%	$5.5M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	109,925	-109,925	-100%	$4.6M	—	—	—
California State Teachers Retirement System	N/A	—	108,613	-108,613	-100%	$4.6M	—	—	—
SEI Investments Co	N/A	—	106,590	-106,590	-100%	$4.5M	—	—	—
Amica Mutual Insurance Co	N/A	—	103,039	-103,039	-100%	$4.3M	—	—	—
Credit Agricole S A	N/A	—	103,038	-103,038	-100%	$4.3M	—	—	—
Prudential Financial Inc	N/A	—	100,538	-100,538	-100%	$4.2M	—	—	—
Focus Partners Wealth	N/A	—	98,021	-98,021	-100%	$4.1M	—	—	—
Stifel Financial Corp	N/A	—	97,743	-97,743	-100%	$4.1M	—	—	—
State of Wisconsin Investment Board	N/A	—	95,846	-95,846	-100%	$4.0M	—	—	—
Engineers Gate Manager LP	N/A	—	95,509	-95,509	-100%	$4.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	89,100	-89,100	-100%	$3.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	87,603	-87,603	-100%	$3.7M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	86,502	-86,502	-100%	$3.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	83,248	-83,248	-100%	$3.5M	—	—	—
Brevan Howard Capital Management LP	N/A	—	82,940	-82,940	-100%	$3.5M	—	—	—
Wells Fargo & Company	N/A	—	68,587	-68,587	-100%	$2.9M	—	—	—
National Bank of Canada	N/A	—	63,090	-63,090	-100%	$2.6M	—	—	—
Icon Advisers Inc	N/A	—	61,898	-61,898	-100%	$2.6M	—	—	—
New York State Common Retirement Fund	N/A	—	53,910	-53,910	-100%	$2.3M	—	—	—
Callahan Advisors, LLC	N/A	—	52,442	-52,442	-100%	$2.2M	—	—	—
Vident Advisory, LLC	N/A	—	48,270	-48,270	-100%	$2.0M	—	—	—
Franklin Resources Inc	N/A	—	47,167	-47,167	-100%	$2.0M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	42,842	-42,842	-100%	$1.8M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	41,170	-41,170	-100%	$1.7M	—	—	—
Treasurer of the State of North Carolina	N/A	—	39,732	-39,732	-100%	$1.7M	—	—	—
Entropy Technologies, LP	N/A	—	39,657	-39,657	-100%	$1.7M	—	—	—
Jump Financial, LLC	N/A	—	38,773	-38,773	-100%	$1.6M	—	—	—
Alliancebernstein L.P.	N/A	—	38,648	-38,648	-100%	$1.6M	—	—	—
Aureus Asset Management, LLC	N/A	—	38,419	-38,419	-100%	$1.6M	—	—	—
Raymond James Financial Inc	N/A	—	37,954	-37,954	-100%	$1.6M	—	—	—
Natixis Advisors, LLC	N/A	—	34,695	-34,695	-100%	$1.5M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	33,242	-33,242	-100%	$1.4M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	32,125	-32,125	-100%	$1.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	31,726	-31,726	-100%	$1.3M	—	—	—
Callodine Capital Management, LP	N/A	—	30,000	-30,000	-100%	$1.3M	—	—	—
Manning & Napier Advisors LLC	N/A	—	30,000	-30,000	-100%	$1.3M	—	—	—
Boston Partners	N/A	—	29,790	-29,790	-100%	$1.2M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	28,108	-28,108	-100%	$1.2M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	26,001	-26,001	-100%	$1.1M	—	—	—
Captrust Financial Advisors	N/A	—	24,094	-24,094	-100%	$1.0M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	22,895	-22,895	-100%	$960.2K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	22,361	-22,361	-100%	$937.8K	—	—	—
Mork Capital Management, LLC	N/A	—	22,250	-22,250	-100%	$933.2K	—	—	—
Inceptionr LLC	N/A	—	21,325	-21,325	-100%	$894.4K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	20,900	-20,900	-100%	$876.5K	—	—	—
Southeastern Asset Management Inc	N/A	—	18,608	-18,608	-100%	$780.4K	—	—	—
Cetera Investment Advisers	N/A	—	18,494	-18,494	-100%	$775.6K	—	—	—
Polymer Capital Management (US) LLC	N/A	—	17,634	-17,634	-100%	$739.6K	—	—	—
EFG International AG	N/A	—	17,622	-17,622	-100%	$738.8K	—	—	—
Future Fund LLC	N/A	—	17,121	-17,121	-100%	$718.1K	—	—	—
Teacher Retirement System of Texas	N/A	—	15,825	-15,825	-100%	$663.7K	—	—	—
Capital Fund Management S.A.	N/A	—	15,227	-15,227	-100%	$638.6K	—	—	—
Hunter Perkins Capital Management, LLC	N/A	—	14,021	-14,021	-100%	$588	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	13,701	-13,701	-100%	$574.6K	—	—	—
Neuberger Berman Group LLC	N/A	—	12,737	-12,737	-100%	$534.2K	—	—	—
Mangrove Partners IM, LLC	N/A	—	12,088	-12,088	-100%	$507.0K	—	—	—
Bleakley Financial Group, LLC	N/A	—	11,257	-11,257	-100%	$472.1K	—	—	—
Varcov Co.	N/A	—	11,130	-11,130	-100%	$466.8K	—	—	—
NewEdge Wealth, LLC	N/A	—	11,055	-11,055	-100%	$463.6K	—	—	—
Cerity Partners LLC	N/A	—	10,967	-10,967	-100%	$460.0K	—	—	—
1492 Capital Management LLC	N/A	—	10,639	-10,639	-100%	$446.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,055	-10,055	-100%	$421.9K	—	—	—
Baird Financial Group, Inc.	N/A	—	9,994	-9,994	-100%	$419.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	9,739	-9,739	-100%	$408.5K	—	—	—
Allstate Corp	N/A	—	9,191	-9,191	-100%	$385.5K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	9,034	-9,034	-100%	$378.9K	—	—	—
Algert Global LLC	N/A	—	8,850	-8,850	-100%	$371.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,095	-8,095	-100%	$339.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	8,070	-8,070	-100%	$338.5K	—	—	—
AE Wealth Management LLC	N/A	—	8,025	-8,025	-100%	$336.6K	—	—	—
O'rourke & Company, Inc	N/A	—	7,961	-7,961	-100%	$333.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	7,908	-7,908	-100%	$331.7K	—	—	—
Frec Markets, Inc.	N/A	—	7,721	-7,721	-100%	$323.8K	—	—	—
Oxford Asset Management LLP	N/A	—	7,472	-7,472	-100%	$313.4K	—	—	—
Walleye Trading LLC	N/A	—	7,021	-7,021	-100%	$294.5K	—	—	—
Rothschild Investment LLC	N/A	—	6,693	-6,693	-100%	$280.7K	—	—	—
Quantbot Technologies LP	N/A	—	6,284	-6,284	-100%	$263.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	6,109	-6,109	-100%	$256.2K	—	—	—
Arax Advisory Partners	N/A	—	5,876	-5,876	-100%	$246.5K	—	—	—
Tradition Wealth Management, LLC	N/A	—	5,650	-5,650	-100%	$237.0K	—	—	—
Private Advisor Group, LLC	N/A	—	5,517	-5,517	-100%	$231.4K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	5,409	-5,409	-100%	$226.9K	—	—	—
IEQ Capital, LLC	N/A	—	5,349	-5,349	-100%	$224.3K	—	—	—
Twinbeech Capital LP	N/A	—	5,315	-5,315	-100%	$222.9K	—	—	—
HSBC Holdings PLC	N/A	—	5,181	-5,181	-100%	$217.4K	—	—	—
EntryPoint Capital, LLC	N/A	—	5,069	-5,069	-100%	$212.6K	—	—	—
Utah Retirement Systems	N/A	—	4,911	-4,911	-100%	$206.0K	—	—	—
Advisors Asset Management, Inc.	N/A	—	4,817	-4,817	-100%	$202.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,700	-4,700	-100%	$197.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,364	-3,364	-100%	$141.1K	—	—	—
Delta Asset Management LLC	N/A	—	3,000	-3,000	-100%	$125.8K	—	—	—
BFC Planning, Inc.	N/A	—	2,990	-2,990	-100%	$125.4K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	2,329	-2,329	-100%	$97.7K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	1,733	-1,733	-100%	$85.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,702	-1,702	-100%	$71.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,481	-1,481	-100%	$62.1K	—	—	—
Westfuller Advisors, LLC	N/A	—	1,282	-1,282	-100%	$53.8K	—	—	—
HM Payson & Co	N/A	—	822	-822	-100%	$34.5K	—	—	—
Broadwater Capital Management LLC	N/A	—	775	-775	-100%	$32.5K	—	—	—
Wellington-Altus USA Inc.	N/A	—	617	-617	-100%	$26.2K	—	—	—
TD Capital Management LLC	N/A	—	526	-526	-100%	$22.0K	—	—	—
Whittier Trust Co	N/A	—	424	-424	-100%	$18.4K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	410	-410	-100%	$17.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	408	-408	-100%	$17.1K	—	—	—
Ancora Advisors LLCA	N/A	—	400	-400	-100%	$16.8K	—	—	—
Continuum Advisory, LLC	N/A	—	325	-325	-100%	$13.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	200	-200	-100%	$8.4K	—	—	—
Boreal Capital Management LLC	N/A	—	154	-154	-100%	$6.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	150	-150	-100%	$6.3K	—	—	—
Huntington National Bank	N/A	—	135	-135	-100%	$5.7K	—	—	—
Group One Trading LLC	N/A	—	114	-114	-100%	$4.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	107	-107	-100%	$4.5K	—	—	—
CVA Family Office, LLC	N/A	—	91	-91	-100%	$3.8K	—	—	—
Kilter Group LLC	N/A	—	87	-87	-100%	$3.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	73	-73	-100%	$3.1K	—	—	—
Optiver Holding B.V.	N/A	—	60	-60	-100%	$2.5K	—	—	—
Quarry LP	N/A	—	52	-52	-100%	$2.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	45	-45	-100%	$1.9K	—	—	—
SHP Wealth Management	N/A	—	31	-31	-100%	$1.3K	—	—	—
Millstone Evans Group, LLC	N/A	—	15	-15	-100%	$629	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	11	-11	-100%	$461	—	—	—
Rialto Wealth Management, LLC	N/A	—	11	-11	-100%	$462	—	—	—
HFM Investment Advisors, LLC	N/A	—	9	-9	-100%	$378	—	—	—
Ankerstar Wealth, LLC	N/A	—	9	-9	-100%	$377	—	—	—
Smartleaf Asset Management LLC	N/A	—	5	-5	-100%	$202	—	—	—
LRI Investments, LLC	N/A	—	5	-5	-100%	$210	—	—	—
Sachetta, LLC	N/A	—	1	-1	-100%	$42	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$42	—	—	—

Showing 375 of 375 institutions