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Liberty Media Corp-Formula (FWONA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
DECREASED
Shares1,453,823 from 1,483,855
Change-30,032 (-2%)
Value$123.0M (-$6.9M)
Filed 2026-11-02
Geode Capital Management, LLC
DECREASED
Shares437,255 from 465,612
Change-28,357 (-6%)
Value$37.0M (-$3.8M)
Filed 2026-11-06
Dimensional Fund Advisors LP
NEW
Shares180,048
Change+180,048
Value$15.2M
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares121,755 from 124,944
Change-3,189 (-3%)
Value$10.3M (-$633.5K)
Filed 2026-10-20
Cooper Investors PTY LTD
DECREASED
Shares119,858 from 123,310
Change-3,452 (-3%)
Value$10.1M (-$651.0K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares74,411 from 66,256
Change+8,155 (+12%)
Value$6.3M (+$497.4K)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares52,641 from 34,354
Change+18,287 (+53%)
Value$4.5M (+$1.4M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares44,286 from 46,067
Change-1,781 (-4%)
Value$3.7M (-$284.8K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares22,959 from 18,649
Change+4,310 (+23%)
Value$1.9M (+$310.5K)
Filed 2026-11-06
Kornitzer Capital Management Inc
DECREASED
Shares21,600 from 29,000
Change-7,400 (-26%)
Value$1.8M (-$710.7K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares21,096 from 14,837
Change+6,259 (+42%)
Value$1.8M (+$486.5K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares19,621 from 19,412
Change+209 (+1%)
Value$1.7M (-$38.8K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares12,188 from 46,634
Change-34,446 (-74%)
Value$1.0M (-$3.1M)
Filed 2026-11-06
Evergreen Capital Management LLC
DECREASED
Shares12,184 from 12,185
Change-1 (0%)
Value$1.0M (-$35.5K)
Filed 2026-10-23
Pecaut & Co.
DECREASED
Shares11,358 from 12,158
Change-800 (-7%)
Value$961.2K (-$103.1K)
Filed 2026-10-27
Amundi
DECREASED
Shares8,622 from 11,114
Change-2,492 (-22%)
Value$729.7K (-$243.2K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares7,468 from 7,913
Change-445 (-6%)
Value$653.9K (-$43.9K)
Filed 2026-10-13
BayBridge Capital Group, LLC
INCREASED
Shares7,177 from 4,369
Change+2,808 (+64%)
Value$607.4K (+$225.0K)
Filed 2026-10-13
Frank, Rimerman Advisors LLC
UNCHANGED
Shares6,916 from 6,916
Change0 (0%)
Value$585.3K (-$20.1K)
Filed 2026-10-16
Clearstead Advisors, LLC
UNCHANGED
Shares6,314 from 6,314
Change0 (0%)
Value$534.4K (-$18.4K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares5,649 from 6,974
Change-1,325 (-19%)
Value$478.1K (-$132.4K)
Filed 2026-11-06
OAK Family Advisors, LLC
DECREASED
Shares5,452 from 5,702
Change-250 (-4%)
Value$461.4K (-$37.8K)
Filed 2026-10-19
Ethic Inc.
DECREASED
Shares4,946 from 6,903
Change-1,957 (-28%)
Value$418.6K (-$185.7K)
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares4,622 from 4,622
Change0 (0%)
Value$391.2K (-$13.5K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares4,533 from 4,492
Change+41 (+1%)
Value$383.6K (-$9.6K)
Filed 2026-11-05
Aire Advisors, LLC
UNCHANGED
Shares4,524 from 4,524
Change0 (0%)
Value$382.9K (-$13.2K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares4,393 from 4,299
Change+94 (+2%)
Value$371.8K (-$4.6K)
Filed 2026-10-23
Quadrant Capital Group LLC
DECREASED
Shares4,085 from 4,312
Change-227 (-5%)
Value$348.1K (-$29.4K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
INCREASED
Shares3,869 from 3,847
Change+22 (+1%)
Value$327.4K (-$9.3K)
Filed 2026-10-20
Vise Technologies, Inc.
DECREASED
Shares3,833 from 5,154
Change-1,321 (-26%)
Value$324.4K (-$126.8K)
Filed 2026-10-29
State of Wyoming
INCREASED
Shares3,586 from 3,305
Change+281 (+9%)
Value$303.5K (+$14.2K)
Filed 2026-10-28
Sprinkle Financial Consultants LLC
UNCHANGED
Shares3,412 from 3,412
Change0 (0%)
Value$288.8K (-$9.9K)
Filed 2026-10-09
AXS Investments LLC
NEW
Shares3,279
Change+3,279
Value$277.5K
Filed 2026-11-04
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares3,266 from 3,266
Change0 (0%)
Value$276.4K (-$9.5K)
Filed 2026-11-06
HB Wealth Management, LLC
DECREASED
Shares3,256 from 3,354
Change-98 (-3%)
Value$275.6K (-$18.1K)
Filed 2026-10-23
Daiwa Securities Group Inc.
INCREASED
Shares2,942 from 2,903
Change+39 (+1%)
Value$249.0K (-$5.1K)
Filed 2026-10-29
Lountzis Asset Management, LLC
UNCHANGED
Shares2,866 from 2,866
Change0 (0%)
Value$242.6K (-$8.3K)
Filed 2026-10-30
Elyxium Wealth, LLC
UNCHANGED
Shares2,424 from 2,424
Change0 (0%)
Value$205.1K (-$7.1K)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares1,968 from 1,675
Change+293 (+17%)
Value$172.3K (+$25.6K)
Filed 2026-11-06
Avanza Fonder AB
UNCHANGED
Shares1,729 from 1,729
Change0 (0%)
Value$146.3K (-$5.0K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares1,679 from 2,246
Change-567 (-25%)
Value$142.1K (-$54.6K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares1,498 from 1,350
Change+148 (+11%)
Value$126.8K (+$8.6K)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,025 from 1,196
Change-171 (-14%)
Value$84.7K (-$24.3K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares966 from 908
Change+58 (+6%)
Value$81.8K (+$2.3K)
Filed 2026-11-03
Chilton Capital Management LLC
NEW
Shares800
Change+800
Value$67.7K
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$60.3K (-$2.1K)
Filed 2026-10-05
CX Institutional
NEW
Shares694
Change+694
Value$59
Filed 2026-10-02
Sterling Capital Management LLC
DECREASED
Shares674 from 710
Change-36 (-5%)
Value$57.0K (-$5.1K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares574 from 540
Change+34 (+6%)
Value$48.6K (+$1.3K)
Filed 2026-10-21
Versant Capital Management, Inc
INCREASED
Shares514 from 468
Change+46 (+10%)
Value$43.5K (+$2.5K)
Filed 2026-10-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$38.1K (-$1.3K)
Filed 2026-10-06
Farther Finance Advisors, LLC
INCREASED
Shares416 from 124
Change+292 (+235%)
Value$35.2K (+$24.4K)
Filed 2026-10-08
FNY Investment Advisers, LLC
INCREASED
Shares380 from 130
Change+250 (+192%)
Value$32 (+$21)
Filed 2026-10-16
Montag A & Associates Inc
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$32.0K (-$1.1K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares375 from 300
Change+75 (+25%)
Value$31.4K (+$4.3K)
Filed 2026-10-16
Legacies Wealth LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$31.1K (-$1.1K)
Filed 2026-11-02
Western Pacific Wealth Management, LP
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$29.6K (-$1.0K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$27.9K (-$960)
Filed 2026-10-05
Strs Ohio
DECREASED
Shares324 from 498
Change-174 (-35%)
Value$27.4K (-$16.2K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$23.4K (-$817)
Filed 2026-10-27
Mather Group, Llc.
DECREASED
Shares241 from 248
Change-7 (-3%)
Value$20.4K (-$1.3K)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares236
Change+236
Value$20.0K
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares231 from 197
Change+34 (+17%)
Value$19.6K (+$2.3K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$12.4K (-$428)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares135 from 133
Change+2 (+2%)
Value$11.4K (-$218)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares124
Change+124
Value$10.5K
Filed 2026-10-21
UMB Bank, n.a.
DECREASED
Shares112 from 602
Change-490 (-81%)
Value$9.5K (-$43.2K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares110 from 128
Change-18 (-14%)
Value$9.3K (-$1.9K)
Filed 2026-10-16
First Command Advisory Services, Inc.
DECREASED
Shares88 from 99
Change-11 (-11%)
Value$7.4K (-$1.2K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares87 from 84
Change+3 (+4%)
Value$7.4K (+$10)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.1K (-$210)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares63 from 60
Change+3 (+5%)
Value$5.3K (+$80)
Filed 2026-10-27
Parkside Financial Bank & Trust
DECREASED
Shares57 from 102
Change-45 (-44%)
Value$4.8K (-$4.1K)
Filed 2026-10-27
James T. Borello RIA
INCREASED
Shares45 from 44
Change+1 (+2%)
Value$3.8K (-$44)
Filed 2026-10-16
MV Capital Management, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$3.8K (-$131)
Filed 2026-10-29
Burkett Financial Services, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.5K (-$120)
Filed 2026-10-01
Arlington Trust Co LLC
INCREASED
Shares39 from 7
Change+32 (+457%)
Value$3.3K (+$2.7K)
Filed 2026-10-20
Community Financial Services Group, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.2K (-$257)
Filed 2026-10-15
Mcdonald Partners LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.9K (-$99)
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.7K (-$93)
Filed 2026-10-21
TrinityBridge Ltd
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3 ($0)
Filed 2026-10-30
Hurley Capital, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.4K (-$81)
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares25 from 27
Change-2 (-7%)
Value$2 ($0)
Filed 2026-10-30
Elevation Wealth Partners, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.1K (-$73)
Filed 2026-10-07
Fortis Group Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.1K (-$73)
Filed 2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.9K (-$67)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.9K (-$67)
Filed 2026-10-20
Zions Bancorporation, National Association
INCREASED
Shares19 from 16
Change+3 (+19%)
Value$1.6K (+$207)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares18 from 12
Change+6 (+50%)
Value$1.5K (+$473)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.5K (-$53)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares17
Change+17
Value$1.4K
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.4K (-$47)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares15
Change+15
Value$1.3K
Filed 2026-10-19
West Paces Advisors Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.2K (-$41)
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares13 from 10
Change+3 (+30%)
Value$1.1K (+$225)
Filed 2026-10-07
Signature Equity Partners, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (-$38)
Filed 2026-10-29
Private Wealth Management Group, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (-$35)
Filed 2026-10-19
Align Financial, LLC
INCREASED
Shares8 from 3
Change+5 (+167%)
Value$677 (+$414)
Filed 2026-10-16
Trust Co of Toledo NA
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$677 (-$23)
Filed 2026-10-16
Albion Financial Group
NEW
Shares7
Change+7
Value$620
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$508 (+$158)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$508 (+$70)
Filed 2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$508 (+$70)
Filed 2026-11-03
Creative Capital Management Investments LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$508 (-$17)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$508 (-$18)
Filed 2026-10-16
Birchwood Financial Partners, Inc.
NEW
Shares5
Change+5
Value$423
Filed 2026-11-02
Trust Co of Vermont
NEW
Shares5
Change+5
Value$423
Filed 2026-10-21
Activest Wealth Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$423 (-$15)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$423 (-$15)
Filed 2026-10-08
Trust Co
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$423 (-$15)
Filed 2026-10-09
Asset Dedication, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$339 (-$12)
Filed 2026-11-03
Breakwater Investment Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$339 (-$12)
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$339 (-$11)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
NEW
Shares3
Change+3
Value$254
Filed 2026-10-30
Hughes Financial Services, LLC
NEW
Shares2
Change+2
Value$171
Filed 2026-10-30
GF Fund Management Co. Ltd.
NEW
Shares2
Change+2
Value$169
Filed 2026-10-26
CKW Financial Group
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-29
Mascoma Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$169 (-$6)
Filed 2026-10-23
True Wealth Design, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$170 (-$6)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares1
Change+1
Value$84
Filed 2026-11-03
Godsey & Gibb, Inc
NEW
Shares1
Change+1
Value$85
Filed 2026-10-14
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$85
Filed 2026-10-22
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$84 (-$7)
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$85 (-$3)
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$85 (-$3)
Filed 2026-10-15
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 6,955
Change-6,955 (-100%)
Value$0 (-$608.8K)
Filed 2026-10-29
Third View Private Wealth, LLC
CLOSED
Shares0 from 3,833
Change-3,833 (-100%)
Value$0 (-$335.5K)
Filed 2026-10-30
Gallacher Capital Management LLC
CLOSED
Shares0 from 2,631
Change-2,631 (-100%)
Value$0 (-$230.3K)
Filed 2026-10-30
Atria Investments, Inc
CLOSED
Shares0 from 2,509
Change-2,509 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-15
Bokf, NA
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-27
Center for Financial Planning, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$876)
Filed 2026-10-26
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Linonia Partnership LP
N/A
Shares— from 2,118,059
Change-2,118,059 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,308,568
Change-1,308,568 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,195,287
Change-1,195,287 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,187,221
Change-1,187,221 (-100%)
Value—
Ashe Capital Management, LP
N/A
Shares— from 1,184,179
Change-1,184,179 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,091,566
Change-1,091,566 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,022,027
Change-1,022,027 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 980,350
Change-980,350 (-100%)
Value—
Darsana Capital Partners LP
N/A
Shares— from 850,000
Change-850,000 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 695,720
Change-695,720 (-100%)
Value—
Bamco Inc
N/A
Shares— from 479,738
Change-479,738 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 462,288
Change-462,288 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 454,871
Change-454,871 (-100%)
Value—
Hawk Ridge Capital Management LP
N/A
Shares— from 441,500
Change-441,500 (-100%)
Value—
FMR LLC
N/A
Shares— from 386,714
Change-386,714 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 350,317
Change-350,317 (-100%)
Value—
State Street Corp
N/A
Shares— from 342,312
Change-342,312 (-100%)
Value—
Corvex Management LPA
N/A
Shares— from 318,350
Change-318,350 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 263,221
Change-263,221 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 259,422
Change-259,422 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 255,366
Change-255,366 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 243,856
Change-243,856 (-100%)
Value—
UBS Group AG
N/A
Shares— from 241,333
Change-241,333 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 210,107
Change-210,107 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 203,383
Change-203,383 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 174,442
Change-174,442 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 155,327
Change-155,327 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 153,537
Change-153,537 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 152,774
Change-152,774 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 151,806
Change-151,806 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 138,152
Change-138,152 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 134,416
Change-134,416 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 111,177
Change-111,177 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 110,503
Change-110,503 (-100%)
Value—
Blacksheep Fund Management Ltd
N/A
Shares— from 104,010
Change-104,010 (-100%)
Value—
Harvey Partners, LLC
N/A
Shares— from 102,119
Change-102,119 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 100,306
Change-100,306 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 90,674
Change-90,674 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 88,701
Change-88,701 (-100%)
Value—
Bislett Management, LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
S&CO Inc
N/A
Shares— from 64,254
Change-64,254 (-100%)
Value—
Sellaronda Global Management LP
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 55,772
Change-55,772 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 55,190
Change-55,190 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 49,909
Change-49,909 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 48,084
Change-48,084 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 46,090
Change-46,090 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 43,609
Change-43,609 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 39,562
Change-39,562 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 38,600
Change-38,600 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 33,509
Change-33,509 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 32,978
Change-32,978 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 32,768
Change-32,768 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 32,075
Change-32,075 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 31,254
Change-31,254 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 30,435
Change-30,435 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 30,336
Change-30,336 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 29,165
Change-29,165 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 28,043
Change-28,043 (-100%)
Value—
Marble Bar Asset Management LLP
N/A
Shares— from 26,591
Change-26,591 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 26,407
Change-26,407 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 25,647
Change-25,647 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 25,190
Change-25,190 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 24,390
Change-24,390 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,392
Change-23,392 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,862
Change-22,862 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 22,225
Change-22,225 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 20,529
Change-20,529 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,081
Change-20,081 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 19,969
Change-19,969 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 19,959
Change-19,959 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,465
Change-18,465 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 18,332
Change-18,332 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 16,319
Change-16,319 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,731
Change-15,731 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 13,330
Change-13,330 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 12,658
Change-12,658 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 12,082
Change-12,082 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,732
Change-11,732 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 11,437
Change-11,437 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 11,092
Change-11,092 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,383
Change-10,383 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 10,008
Change-10,008 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 9,106
Change-9,106 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,884
Change-7,884 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,656
Change-7,656 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 5,823
Change-5,823 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,589
Change-5,589 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,495
Change-5,495 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,368
Change-4,368 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
&partners
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,292
Change-2,292 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 865
Change-865 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 846
Change-846 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 795
Change-795 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 685
Change-685 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 640
Change-640 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 551
Change-551 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 500
Change-500 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 442
Change-442 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 380
Change-380 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 322
Change-322 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 267
Change-267 (-100%)
Value—
Blair William & Co
N/A
Shares— from 247
Change-247 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 213
Change-213 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 144
Change-144 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 120
Change-120 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 34
Change-34 (-100%)
Value—
Quarry LP
N/A
Shares— from 30
Change-30 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 24
Change-24 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 18
Change-18 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 14
Change-14 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Principal Financial Group Inc
DECREASED1,453,8231,483,855-30,032-2%$129.9M$123.0M-$6.9M2026-11-02
Geode Capital Management, LLC
DECREASED437,255465,612-28,357-6%$40.8M$37.0M-$3.8M2026-11-06
Dimensional Fund Advisors LP
NEW180,048—+180,048——$15.2M—2026-11-04
Pinnacle Associates LTD
DECREASED121,755124,944-3,189-3%$10.9M$10.3M-$633.5K2026-10-20
Cooper Investors PTY LTD
DECREASED119,858123,310-3,452-3%$10.8M$10.1M-$651.0K2026-10-13
Creative Planning
INCREASED74,41166,256+8,155+12%$5.8M$6.3M+$497.4K2026-11-02
Russell Investments Group, Ltd.
INCREASED52,64134,354+18,287+53%$3.0M$4.5M+$1.4M2026-11-06
Bank of New York Mellon Corp
DECREASED44,28646,067-1,781-4%$4.0M$3.7M-$284.8K2026-11-05
LPL Financial LLC
INCREASED22,95918,649+4,310+23%$1.6M$1.9M+$310.5K2026-11-06
Kornitzer Capital Management Inc
DECREASED21,60029,000-7,400-26%$2.5M$1.8M-$710.7K2026-11-03
Citigroup Inc
INCREASED21,09614,837+6,259+42%$1.3M$1.8M+$486.5K2026-11-04
Barclays PLC
INCREASED19,62119,412+209+1%$1.7M$1.7M-$38.8K2026-11-06
Deutsche Bank Ag\
DECREASED12,18846,634-34,446-74%$4.1M$1.0M-$3.1M2026-11-06
Evergreen Capital Management LLC
DECREASED12,18412,185-10%$1.1M$1.0M-$35.5K2026-10-23
Pecaut & Co.
DECREASED11,35812,158-800-7%$1.1M$961.2K-$103.1K2026-10-27
Amundi
DECREASED8,62211,114-2,492-22%$972.9K$729.7K-$243.2K2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED7,4687,913-445-6%$697.8K$653.9K-$43.9K2026-10-13
BayBridge Capital Group, LLC
INCREASED7,1774,369+2,808+64%$382.5K$607.4K+$225.0K2026-10-13
Frank, Rimerman Advisors LLC
UNCHANGED6,9166,91600%$605.4K$585.3K-$20.1K2026-10-16
Clearstead Advisors, LLC
UNCHANGED6,3146,31400%$552.7K$534.4K-$18.4K2026-11-06
PNC Financial Services Group, Inc.
DECREASED5,6496,974-1,325-19%$610.5K$478.1K-$132.4K2026-11-06
OAK Family Advisors, LLC
DECREASED5,4525,702-250-4%$499.2K$461.4K-$37.8K2026-10-19
Ethic Inc.
DECREASED4,9466,903-1,957-28%$604.3K$418.6K-$185.7K2026-11-03
Manchester Capital Management LLC
UNCHANGED4,6224,62200%$404.6K$391.2K-$13.5K2026-10-22
US Bancorp \de\
INCREASED4,5334,492+41+1%$393.2K$383.6K-$9.6K2026-11-05
Aire Advisors, LLC
UNCHANGED4,5244,52400%$396.0K$382.9K-$13.2K2026-10-22
Signaturefd, LLC
INCREASED4,3934,299+94+2%$376.3K$371.8K-$4.6K2026-10-23
Quadrant Capital Group LLC
DECREASED4,0854,312-227-5%$377.5K$348.1K-$29.4K2026-10-20
Nisa Investment Advisors, LLC
INCREASED3,8693,847+22+1%$336.8K$327.4K-$9.3K2026-10-20
Vise Technologies, Inc.
DECREASED3,8335,154-1,321-26%$451.2K$324.4K-$126.8K2026-10-29
State of Wyoming
INCREASED3,5863,305+281+9%$289.3K$303.5K+$14.2K2026-10-28
Sprinkle Financial Consultants LLC
UNCHANGED3,4123,41200%$298.7K$288.8K-$9.9K2026-10-09
AXS Investments LLC
NEW3,279—+3,279——$277.5K—2026-11-04
Eurizon Capital SGR S.p.A.
UNCHANGED3,2663,26600%$285.9K$276.4K-$9.5K2026-11-06
HB Wealth Management, LLC
DECREASED3,2563,354-98-3%$293.6K$275.6K-$18.1K2026-10-23
Daiwa Securities Group Inc.
INCREASED2,9422,903+39+1%$254.1K$249.0K-$5.1K2026-10-29
Lountzis Asset Management, LLC
UNCHANGED2,8662,86600%$250.9K$242.6K-$8.3K2026-10-30
Elyxium Wealth, LLC
UNCHANGED2,4242,42400%$212.2K$205.1K-$7.1K2026-10-27
Allworth Financial LP
INCREASED1,9681,675+293+17%$146.6K$172.3K+$25.6K2026-11-06
Avanza Fonder AB
UNCHANGED1,7291,72900%$151.4K$146.3K-$5.0K2026-10-13
Fifth Third Bancorp
DECREASED1,6792,246-567-25%$196.7K$142.1K-$54.6K2026-11-05
Gamma Investing LLC
INCREASED1,4981,350+148+11%$118.2K$126.8K+$8.6K2026-10-08
Allspring Global Investments Holdings, LLC
DECREASED1,0251,196-171-14%$109.0K$84.7K-$24.3K2026-11-04
Parallel Advisors, LLC
INCREASED966908+58+6%$79.5K$81.8K+$2.3K2026-11-03
Chilton Capital Management LLC
NEW800—+800——$67.7K—2026-10-28
MassMutual Private Wealth & Trust, FSB
UNCHANGED71371300%$62.4K$60.3K-$2.1K2026-10-05
CX Institutional
NEW694—+694——$59—2026-10-02
Sterling Capital Management LLC
DECREASED674710-36-5%$62.2K$57.0K-$5.1K2026-10-22
Assetmark, Inc
INCREASED574540+34+6%$47.3K$48.6K+$1.3K2026-10-21
Versant Capital Management, Inc
INCREASED514468+46+10%$41.0K$43.5K+$2.5K2026-10-02
Central Pacific Bank - Trust Division
UNCHANGED45045000%$39.4K$38.1K-$1.3K2026-10-06
Farther Finance Advisors, LLC
INCREASED416124+292+235%$10.8K$35.2K+$24.4K2026-10-08
FNY Investment Advisers, LLC
INCREASED380130+250+192%$11$32+$212026-10-16
Montag A & Associates Inc
UNCHANGED37837800%$33.1K$32.0K-$1.1K2026-10-29
TD Waterhouse Canada Inc.
INCREASED375300+75+25%$27.2K$31.4K+$4.3K2026-10-16
Legacies Wealth LLC
UNCHANGED36736700%$32.1K$31.1K-$1.1K2026-11-02
Western Pacific Wealth Management, LP
UNCHANGED35035000%$30.6K$29.6K-$1.0K2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED33033000%$28.9K$27.9K-$9602026-10-05
Strs Ohio
DECREASED324498-174-35%$43.6K$27.4K-$16.2K2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED27627600%$24.2K$23.4K-$8172026-10-27
Mather Group, Llc.
DECREASED241248-7-3%$21.7K$20.4K-$1.3K2026-10-14
Heritage Family Offices, LLP
NEW236—+236——$20.0K—2026-11-02
SBI Securities Co., Ltd.
INCREASED231197+34+17%$17.2K$19.6K+$2.3K2026-10-22
GHP Investment Advisors, Inc.
UNCHANGED14714700%$12.9K$12.4K-$4282026-10-15
Rossby Financial, LCC
INCREASED135133+2+2%$11.6K$11.4K-$2182026-11-05
Root Financial Partners, LLC
NEW124—+124——$10.5K—2026-10-21
UMB Bank, n.a.
DECREASED112602-490-81%$52.7K$9.5K-$43.2K2026-11-06
IFP Advisors, Inc
DECREASED110128-18-14%$11.2K$9.3K-$1.9K2026-10-16
First Command Advisory Services, Inc.
DECREASED8899-11-11%$8.7K$7.4K-$1.2K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED8784+3+4%$7.4K$7.4K+$102026-11-04
Mirae Asset Global Investments Co., Ltd.
UNCHANGED727200%$6.3K$6.1K-$2102026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED6360+3+5%$5.3K$5.3K+$802026-10-27
Parkside Financial Bank & Trust
DECREASED57102-45-44%$8.9K$4.8K-$4.1K2026-10-27
James T. Borello RIA
INCREASED4544+1+2%$3.9K$3.8K-$442026-10-16
MV Capital Management, Inc.
UNCHANGED454500%$3.9K$3.8K-$1312026-10-29
Burkett Financial Services, LLC
UNCHANGED414100%$3.6K$3.5K-$1202026-10-01
Arlington Trust Co LLC
INCREASED397+32+457%$613$3.3K+$2.7K2026-10-20
Community Financial Services Group, LLC
UNCHANGED383800%$3.4K$3.2K-$2572026-10-15
Mcdonald Partners LLC
UNCHANGED343400%$3.0K$2.9K-$992026-11-03
Princeton Global Asset Management LLC
UNCHANGED323200%$2.8K$2.7K-$932026-10-21
TrinityBridge Ltd
UNCHANGED303000%$3$3$02026-10-30
Hurley Capital, LLC
UNCHANGED282800%$2.5K$2.4K-$812026-11-05
Covestor Ltd
DECREASED2527-2-7%$2$2$02026-10-30
Elevation Wealth Partners, LLC
UNCHANGED252500%$2.2K$2.1K-$732026-10-07
Fortis Group Advisors, LLC
UNCHANGED252500%$2.2K$2.1K-$732026-11-06
JFS Wealth Advisors, LLC
UNCHANGED232300%$2.0K$1.9K-$672026-11-03
Private Trust Co NA
UNCHANGED232300%$2.0K$1.9K-$672026-10-20
Zions Bancorporation, National Association
INCREASED1916+3+19%$1.4K$1.6K+$2072026-11-06
Fortitude Family Office, LLC
INCREASED1812+6+50%$1.1K$1.5K+$4732026-10-14
Wilmington Savings Fund Society, FSB
UNCHANGED181800%$1.6K$1.5K-$532026-10-23
Birch Financial Group, LLC
NEW17—+17——$1.4K—2026-10-27
Ares Financial Consulting, LLC
UNCHANGED161600%$1.4K$1.4K-$472026-10-19
UMB Private Wealth Management, LLC
NEW15—+15——$1.3K—2026-10-19
West Paces Advisors Inc.
UNCHANGED141400%$1.2K$1.2K-$412026-10-13
Retirement Wealth Solutions LLC
INCREASED1310+3+30%$876$1.1K+$2252026-10-07
Signature Equity Partners, LLC
UNCHANGED131300%$1.1K$1.1K-$382026-10-29
Private Wealth Management Group, LLC
UNCHANGED121200%$1.1K$1.0K-$352026-10-19
Align Financial, LLC
INCREASED83+5+167%$263$677+$4142026-10-16
Trust Co of Toledo NA
UNCHANGED8800%$700$677-$232026-10-16
Albion Financial Group
NEW7—+7——$620—2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED7700%$1$1$02026-11-04
Caitong International Asset Management Co., Ltd
INCREASED64+2+50%$350$508+$1582026-10-29
SJS Investment Consulting Inc.
INCREASED65+1+20%$438$508+$702026-10-26
Bay Harbor Wealth Management, LLC
INCREASED65+1+20%$438$508+$702026-11-03
Creative Capital Management Investments LLC
UNCHANGED6600%$525$508-$172026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED6600%$526$508-$182026-10-16
Birchwood Financial Partners, Inc.
NEW5—+5——$423—2026-11-02
Trust Co of Vermont
NEW5—+5——$423—2026-10-21
Activest Wealth Management
UNCHANGED5500%$438$423-$152026-10-15
CoreCap Advisors, LLC
UNCHANGED5500%$438$423-$152026-10-08
Trust Co
UNCHANGED5500%$438$423-$152026-10-09
Asset Dedication, LLC
UNCHANGED4400%$351$339-$122026-11-03
Breakwater Investment Management
UNCHANGED4400%$351$339-$122026-10-20
Cromwell Holdings LLC
UNCHANGED4400%$350$339-$112026-10-28
Provenance Wealth Advisors, LLC
NEW3—+3——$254—2026-10-30
Hughes Financial Services, LLC
NEW2—+2——$171—2026-10-30
GF Fund Management Co. Ltd.
NEW2—+2——$169—2026-10-26
CKW Financial Group
UNCHANGED2200%$0$0$02026-10-29
Mascoma Wealth Management LLC
UNCHANGED2200%$175$169-$62026-10-23
True Wealth Design, LLC
UNCHANGED2200%$176$170-$62026-10-13
Ascentis Independent Advisors
NEW1—+1——$84—2026-11-03
Godsey & Gibb, Inc
NEW1—+1——$85—2026-10-14
Monetary Solutions, Ltd
NEW1—+1——$85—2026-10-22
DecisionPoint Financial, LLC
UNCHANGED1100%$91$84-$72026-10-27
Jnba Financial Advisors
UNCHANGED1100%$88$85-$32026-11-03
Nfsg Corp
UNCHANGED1100%$88$85-$32026-10-15
Sumitomo Mitsui Trust Group, Inc.
CLOSED06,955-6,955-100%$608.8K$0-$608.8K2026-10-29
Third View Private Wealth, LLC
CLOSED03,833-3,833-100%$335.5K$0-$335.5K2026-10-30
Gallacher Capital Management LLC
CLOSED02,631-2,631-100%$230.3K$0-$230.3K2026-10-30
Atria Investments, Inc
CLOSED02,509-2,509-100%$219.6K$0-$219.6K2026-10-15
Bokf, NA
CLOSED023-23-100%$2.0K$0-$2.0K2026-10-27
Center for Financial Planning, Inc.
CLOSED010-10-100%$876$0-$8762026-10-26
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Linonia Partnership LP
N/A—2,118,059-2,118,059-100%$185.4M———
Norges Bank
N/A—1,308,568-1,308,568-100%$114.6M———
State of Wisconsin Investment Board
N/A—1,195,287-1,195,287-100%$104.6M———
BlackRock, Inc.
N/A—1,187,221-1,187,221-100%$103.9M———
Ashe Capital Management, LP
N/A—1,184,179-1,184,179-100%$103.7M———
Vanguard Capital Management LLC
N/A—1,091,566-1,091,566-100%$95.6M———
Jupiter Topco LLC
N/A—1,022,027-1,022,027-100%$89.5M———
Sculptor Capital LP
N/A—1,000,000-1,000,000-100%$87.5M———
Vanguard Portfolio Management LLC
N/A—980,350-980,350-100%$85.8M———
Darsana Capital Partners LP
N/A—850,000-850,000-100%$74.4M———
Ruane, Cunniff & Goldfarb L.P.
N/A—695,720-695,720-100%$60.9M———
Bamco Inc
N/A—479,738-479,738-100%$42.0M———
Bank of America Corp
N/A—462,288-462,288-100%$40.5M———
Madison Asset Management, LLC
N/A—454,871-454,871-100%$39.8M———
Hawk Ridge Capital Management LP
N/A—441,500-441,500-100%$38.6M———
FMR LLC
N/A—386,714-386,714-100%$33.9M———
Aspen Grove Capital, LLC
N/A—350,317-350,317-100%$30.7M———
State Street Corp
N/A—342,312-342,312-100%$30.0M———
Corvex Management LPA
N/A—318,350-318,350-100%$27.9M———
Samlyn Capital, LLC
N/A—263,221-263,221-100%$23.0M———
Renaissance Technologies LLC
N/A—259,422-259,422-100%$22.7M———
Nuveen, LLC
N/A—255,366-255,366-100%$22.4M———
Morgan Stanley
N/A—243,856-243,856-100%$21.3M———
UBS Group AG
N/A—241,333-241,333-100%$21.1M———
Goldman Sachs Group Inc
N/A—210,107-210,107-100%$18.4M———
Raymond James Financial Inc
N/A—203,383-203,383-100%$17.8M———
Engineers Gate Manager LP
N/A—174,442-174,442-100%$15.3M———
Elgethun Capital Management
N/A—155,327-155,327-100%$13.6M———
Vanguard Fiduciary Trust Co
N/A—153,537-153,537-100%$13.4M———
Manufacturers Life Insurance Company, the
N/A—152,774-152,774-100%$13.4M———
Gabelli Funds LLC
N/A—151,806-151,806-100%$13.3M———
CI Investments Inc.
N/A—138,152-138,152-100%$12.1M———
Clearbridge Investments, LLC
N/A—134,416-134,416-100%$11.8M———
Northern Trust Corp
N/A—111,177-111,177-100%$9.7M———
Wells Fargo & Company
N/A—110,503-110,503-100%$9.7M———
Blacksheep Fund Management Ltd
N/A—104,010-104,010-100%$9.1M———
Harvey Partners, LLC
N/A—102,119-102,119-100%$8.9M———
Gamco Investors, Inc. ET AL
N/A—100,306-100,306-100%$8.8M———
BNP Paribas Financial Markets
N/A—90,674-90,674-100%$7.9M———
D. E. Shaw & Co., Inc.
N/A—88,701-88,701-100%$7.8M———
Bislett Management, LLC
N/A—70,000-70,000-100%$6.1M———
S&CO Inc
N/A—64,254-64,254-100%$5.6M———
Sellaronda Global Management LP
N/A—60,000-60,000-100%$5.3M———
Quantinno Capital Management LP
N/A—55,772-55,772-100%$4.9M———
Symmetry Investments LP
N/A—55,190-55,190-100%$4.8M———
Envestnet Asset Management Inc
N/A—49,909-49,909-100%$4.4M———
Canada Pension Plan Investment Board
N/A—48,084-48,084-100%$4.2M———
Voloridge Investment Management, LLC
N/A—46,090-46,090-100%$4.0M———
Landscape Capital Management, L.L.C.
N/A—43,609-43,609-100%$3.8M———
Vanguard Asset Management, Ltd
N/A—39,562-39,562-100%$3.5M———
Rokos Capital Management LLP
N/A—38,600-38,600-100%$3.4M———
Price T Rowe Associates Inc
N/A—33,509-33,509-100%$2.9M———
Roundview Capital LLC
N/A—32,978-32,978-100%$2.9M———
Legal & General Group Plc
N/A—32,768-32,768-100%$2.9M———
First Manhattan Co. Llc.
N/A—32,075-32,075-100%$2.8M———
Citadel Advisors LLC
N/A—31,254-31,254-100%$2.7M———
National Philanthropic Trust
N/A—30,435-30,435-100%$2.7M———
Horizon Kinetics Asset Management LLC
N/A—30,336-30,336-100%$2.7M———
Invesco Ltd.
N/A—29,165-29,165-100%$2.6M———
State Board of Administration of Florida Retirement System
N/A—28,043-28,043-100%$2.5M———
Marble Bar Asset Management LLP
N/A—26,591-26,591-100%$2.7M———
Marshall Wace, LLP
N/A—26,407-26,407-100%$2.3M———
HRT Financial LP
N/A—25,647-25,647-100%$2.2M———
HSBC Holdings PLC
N/A—25,190-25,190-100%$2.2M———
MSA Advisors, LLC
N/A—24,390-24,390-100%$2.1M———
Janney Montgomery Scott LLC
N/A—23,392-23,392-100%$2.0M———
Royal Bank of Canada
N/A—22,862-22,862-100%$2.0M———
UBS Asset Management Americas LLC
N/A—22,225-22,225-100%$1.9M———
First Foundation Advisors
N/A—20,529-20,529-100%$1.8M———
JPMorgan Chase & Co
N/A—20,081-20,081-100%$1.7M———
Capstone Investment Advisors, LLC
N/A—20,000-20,000-100%$1.8M———
Qube Research & Technologies Ltd
N/A—19,969-19,969-100%$1.7M———
Rhumbline Advisers
N/A—19,959-19,959-100%$1.7M———
Jones Financial Companies Lllp
N/A—18,465-18,465-100%$1.6M———
Natixis Advisors, LLC
N/A—18,332-18,332-100%$1.6M———
Wittenberg Investment Management, Inc.
N/A—16,319-16,319-100%$1.4M———
Susquehanna International Group, LLP
N/A—15,731-15,731-100%$1.4M———
Millennium Management LLC
N/A—13,330-13,330-100%$1.2M———
Royal London Asset Management LTD
N/A—12,658-12,658-100%$1.1M———
Boyar Asset Management Inc.
N/A—12,082-12,082-100%$1.1M———
AQR Capital Management LLC
N/A—11,732-11,732-100%$999.9K———
Vanguard Global Advisers, LLC
N/A—11,437-11,437-100%$1.0M———
New York State Common Retirement Fund
N/A—11,092-11,092-100%$971.0K———
WCG Wealth Advisors LLC
N/A—10,383-10,383-100%$908.9K———
Treasurer of the State of North Carolina
N/A—10,055-10,055-100%$880.0K———
Balyasny Asset Management L.P.
N/A—10,008-10,008-100%$876.1K———
SEI Investments Co
N/A—9,106-9,106-100%$797.4K———
Aristides Capital LLC
N/A—8,683-8,683-100%$760.1K———
Frec Markets, Inc.
N/A—8,322-8,322-100%$728.5K———
XTX Topco Ltd
N/A—8,223-8,223-100%$719.8K———
Graham Capital Management, L.P.
N/A—7,896-7,896-100%$691.2K———
Mercer Global Advisors Inc
N/A—7,884-7,884-100%$690.2K———
Alliancebernstein L.P.
N/A—7,792-7,792-100%$608.4K———
Sequoia Financial Advisors, LLC
N/A—7,734-7,734-100%$677.0K———
Neuberger Berman Group LLC
N/A—7,656-7,656-100%$670.2K———
Public Employees Retirement System of Ohio
N/A—6,815-6,815-100%$596.6K———
Handelsbanken Fonder AB
N/A—6,800-6,800-100%$595———
Summit Trail Advisors, LLC
N/A—6,574-6,574-100%$575.5K———
Virtu Financial LLC
N/A—6,448-6,448-100%$564.0K———
Victory Capital Management Inc
N/A—5,823-5,823-100%$509.7K———
Focus Partners Wealth
N/A—5,589-5,589-100%$489.3K———
Brown Advisory Inc
N/A—5,495-5,495-100%$481.0K———
Acadian Asset Management LLC
N/A—5,411-5,411-100%$473.0K———
Callan Family Office, LLC
N/A—5,117-5,117-100%$447.9K———
Beck Mack & Oliver LLC
N/A—5,109-5,109-100%$447.2K———
Stifel Financial Corp
N/A—4,949-4,949-100%$433.3K———
Integrated Wealth Concepts LLC
N/A—4,586-4,586-100%$401.5K———
Cetera Investment Advisers
N/A—4,368-4,368-100%$382.4K———
First Trust Advisors LP
N/A—4,348-4,348-100%$380.6K———
ArrowMark Colorado Holdings LLC
N/A—4,337-4,337-100%$379.7K———
Intech Investment Management LLC
N/A—4,178-4,178-100%$365.7K———
QRG Capital Management, Inc.
N/A—3,895-3,895-100%$341.0K———
Rockefeller Capital Management L.P.
N/A—3,798-3,798-100%$332.5K———
Police & Firemen's Retirement System of New Jersey
N/A—3,642-3,642-100%$318.8K———
M&T Bank Corp
N/A—3,616-3,616-100%$316.8K———
&partners
N/A—3,385-3,385-100%$296.2K———
Squarepoint Ops LLC
N/A—3,363-3,363-100%$294.4K———
Charles Schwab Investment Management Inc
N/A—3,103-3,103-100%$271.6K———
Mission Creek Capital Partners, Inc.
N/A—3,023-3,023-100%$264.6K———
Gilbert & Cook, Inc.
N/A—2,461-2,461-100%$215.4K———
SG Americas Securities, LLC
N/A—2,360-2,360-100%$207.0K———
Savvy Advisors, Inc.
N/A—2,292-2,292-100%$200.6K———
Western Wealth Management, LLC
N/A—2,285-2,285-100%$200.0K———
Quent Capital, LLC
N/A—2,066-2,066-100%$180.9K———
Osaic Holdings, Inc.
N/A—1,976-1,976-100%$173.0K———
O'shaughnessy Asset Management, LLC
N/A—1,690-1,690-100%$147.9K———
JTC Employer Solutions Trustee Ltd
N/A—1,663-1,663-100%$146.0K———
Bank of Montreal
N/A—1,574-1,574-100%$137.8K———
ExodusPoint Capital Management, LP
N/A—1,207-1,207-100%$105.7K———
Franklin Resources Inc
N/A—1,172-1,172-100%$102.6K———
Bessemer Group Inc
N/A—1,152-1,152-100%$96.0K———
Huntington National Bank
N/A—1,056-1,056-100%$92.4K———
Glenmede Trust Co NA
N/A—865-865-100%$75.7K———
Brown Brothers Harriman & Co
N/A—846-846-100%$74.1K———
Tower Research Capital LLC (TRC)
N/A—795-795-100%$69.6K———
Vanguard Investments Australia, Ltd.
N/A—685-685-100%$60.0K———
National Bank of Canada
N/A—640-640-100%$56.1K———
Wahed Invest LLC
N/A—587-587-100%$51.4K———
Ancora Advisors LLCA
N/A—551-551-100%$48.2K———
Global Retirement Partners, LLC
N/A—532-532-100%$46.6K———
Schroder Investment Management Group
N/A—500-500-100%$43.8K———
LOS Angeles Capital Management LLC
N/A—473-473-100%$41.4K———
Steward Partners Investment Advisory, LLC
N/A—468-468-100%$41.0K———
Northwestern Mutual Wealth Management Co
N/A—442-442-100%$38.7K———
MetLife Investment Management, LLC
N/A—385-385-100%$33.7K———
Arax Advisory Partners
N/A—380-380-100%$33.3K———
California State Teachers Retirement System
N/A—322-322-100%$28.2K———
Anchor Investment Management, LLC
N/A—300-300-100%$26.3K———
Colonial Trust Co / SC
N/A—300-300-100%$26.3K———
Storebrand Asset Management AS
N/A—267-267-100%$23.4K———
Blair William & Co
N/A—247-247-100%$21.6K———
Harbour Investments, Inc.
N/A—213-213-100%$18.6K———
IFG Advisory, LLC
N/A—197-197-100%$17.2K———
Bartlett & Co. Wealth Management LLC
N/A—183-183-100%$16.0K———
Delta Asset Management LLC
N/A—144-144-100%$12.6K———
Federation des caisses Desjardins du Quebec
N/A—144-144-100%$12.6K———
Whittier Trust Co
N/A—120-120-100%$11.0K———
NewEdge Advisors, LLC
N/A—108-108-100%$9.5K———
CVA Family Office, LLC
N/A—97-97-100%$8.5K———
Keating Financial Advisory Services, Inc.
N/A—77-77-100%$6.7K———
GW&K Investment Management, LLC
N/A—76-76-100%$7———
Sachetta, LLC
N/A—74-74-100%$6.5K———
Basecamp Wealth Advisors LLC
N/A—69-69-100%$6.0K———
Smartleaf Asset Management LLC
N/A—49-49-100%$4.2K———
MidFirst Bank
N/A—34-34-100%$3.0K———
Quarry LP
N/A—30-30-100%$2.6K———
LRI Investments, LLC
N/A—26-26-100%$2.3K———
SHP Wealth Management
N/A—24-24-100%$2.1K———
Ameriflex Group, Inc.
N/A—19-19-100%$1.7K———
Transamerica Financial Advisors, LLC
N/A—19-19-100%$1.7K———
Whittier Trust Co of Nevada Inc
N/A—19-19-100%$1.7K———
Vanguard National Trust Co
N/A—18-18-100%$1.6K———
Steigerwald, Gordon & Koch Inc.
N/A—17-17-100%$1.5K———
Fiduciary Financial Advisors
N/A—14-14-100%$1.1K———
BFC Planning, Inc.
N/A—14-14-100%$1.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14-14-100%$1.2K———
TD Capital Management LLC
N/A—12-12-100%$1.1K———
HFM Investment Advisors, LLC
N/A—7-7-100%$613———
Rialto Wealth Management, LLC
N/A—3-3-100%$263———
1015 Capital Partners, LLC
N/A—3-3-100%$263———
HHM Wealth Advisors, LLC
N/A—2-2-100%$176———
Bogart Wealth, LLC
N/A—2-2-100%$175———
Seneschal Advisors, LLC
N/A—2-2-100%$176———
Rothschild Investment LLC
N/A—2-2-100%$175———
LGT Financial Advisors LLC
N/A—1-1-100%$88———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 319 of 319 institutions