Live OAK Bancshares Inc (LOB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares1,663,664 from 1,615,529

Change+48,135 (+3%)

Value$60.2M (-$5.8M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares920,226 from 912,543

Change+7,683 (+1%)

Value$33.3M (-$4.0M)

Filed 2026-11-06

William Blair Investment Management, LLC

DECREASED

Shares464,303 from 569,233

Change-104,930 (-18%)

Value$16.8M (-$6.4M)

Filed 2026-11-06

Trust Co of the South

UNCHANGED

Shares167,500 from 167,500

Change0 (0%)

Value$6.1M (-$778.9K)

Filed 2026-10-21

Russell Investments Group, Ltd.

DECREASED

Shares121,732 from 137,581

Change-15,849 (-12%)

Value$4.4M (-$1.2M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares114,081 from 110,334

Change+3,747 (+3%)

Value$4.1M (-$377.5K)

Filed 2026-11-05

E. Ohman J:or Asset Management AB

INCREASED

Shares111,445 from 98,745

Change+12,700 (+13%)

Value$4.0M (+$449)

Filed 2026-10-22

Barclays PLC

INCREASED

Shares95,090 from 20,979

Change+74,111 (+353%)

Value$3.4M (+$2.6M)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares92,415 from 95,469

Change-3,054 (-3%)

Value$3.3M (-$554.5K)

Filed 2026-11-06

Apollon Wealth Management, LLC

DECREASED

Shares77,534 from 117,466

Change-39,932 (-34%)

Value$2.8M (-$2.0M)

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares68,131 from 7,941

Change+60,190 (+758%)

Value$2.5M (+$2.1M)

Filed 2026-11-02

Riggs Asset Managment Co. Inc.

INCREASED

Shares67,090 from 65,180

Change+1,910 (+3%)

Value$2.4M (-$234.0K)

Filed 2026-11-05

Wedge Capital Management L L P

NEW

Shares59,379

Change+59,379

Value$2.1M

Filed 2026-10-13

Chatham Capital Group, Inc.

UNCHANGED

Shares58,903 from 58,903

Change0 (0%)

Value$2.1M (-$273.9K)

Filed 2026-10-16

Motley Fool Asset Management LLC

DECREASED

Shares49,011 from 50,541

Change-1,530 (-3%)

Value$1.8M (-$290.4K)

Filed 2026-10-27

Oppenheimer Asset Management Inc.

DECREASED

Shares48,221 from 49,094

Change-873 (-2%)

Value$1.7M (-$259.9K)

Filed 2026-10-27

Creative Planning

INCREASED

Shares44,140 from 36,324

Change+7,816 (+22%)

Value$1.6M (+$114.0K)

Filed 2026-11-02

CenterBook Partners LP

DECREASED

Shares43,029 from 53,530

Change-10,501 (-20%)

Value$1.6M (-$628.9K)

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares38,390 from 46,392

Change-8,002 (-17%)

Value$1.4M (-$505.3K)

Filed 2026-11-04

Sovran Advisors, LLC

DECREASED

Shares32,592 from 34,362

Change-1,770 (-5%)

Value$1.1M (-$331.8K)

Filed 2026-11-02

Salem Investment Counselors Inc

DECREASED

Shares31,379 from 31,910

Change-531 (-2%)

Value$1.1M (-$167.6K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares29,741 from 29,271

Change+470 (+2%)

Value$1.1M (-$119.1K)

Filed 2026-10-30

Pinnacle Associates LTD

INCREASED

Shares29,099 from 27,486

Change+1,613 (+6%)

Value$1.1M (-$69.4K)

Filed 2026-10-20

LPL Financial LLC

DECREASED

Shares28,323 from 29,965

Change-1,642 (-5%)

Value$1.0M (-$198.8K)

Filed 2026-11-06

Simplicity Wealth,LLC

INCREASED

Shares24,572 from 13,286

Change+11,286 (+85%)

Value$889.3K (+$346.7K)

Filed 2026-10-23

SummerHaven Investment Management, LLC

NEW

Shares21,957

Change+21,957

Value$794.6K

Filed 2026-10-19

Level Four Advisory Services, LLC

DECREASED

Shares20,508 from 24,995

Change-4,487 (-18%)

Value$742.2K (-$278.6K)

Filed 2026-11-06

Lanark Financial, Inc.

DECREASED

Shares19,139 from 19,145

Change-6 (0%)

Value$692.6K (-$89.2K)

Filed 2026-10-26

Inspire Investing, LLC

INCREASED

Shares17,488 from 16,561

Change+927 (+6%)

Value$632.9K (-$43.5K)

Filed 2026-10-22

Aviance Capital Partners, LLC

INCREASED

Shares15,142 from 14,510

Change+632 (+4%)

Value$548.0K (-$44.6K)

Filed 2026-10-29

Parsons Capital Management Inc

UNCHANGED

Shares14,550 from 14,550

Change0 (0%)

Value$526.6K (-$67.7K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,189 from 13,557

Change+632 (+5%)

Value$490.5K (-$74.1K)

Filed 2026-10-13

Central Pacific Bank - Trust Division

UNCHANGED

Shares13,028 from 13,028

Change0 (0%)

Value$471.5K (-$60.6K)

Filed 2026-10-06

Nisa Investment Advisors, LLC

UNCHANGED

Shares12,876 from 12,876

Change0 (0%)

Value$466.0K (-$59.9K)

Filed 2026-10-20

Park Avenue Securities LLC

DECREASED

Shares12,033 from 12,127

Change-94 (-1%)

Value$435 (-$494.6K)

Filed 2026-10-26

Fifth Third Bancorp

INCREASED

Shares11,108 from 583

Change+10,525 (+1805%)

Value$402.0K (+$378.2K)

Filed 2026-11-05

Arizona State Retirement System

INCREASED

Shares10,098 from 9,888

Change+210 (+2%)

Value$365.4K (-$38.4K)

Filed 2026-11-03

Smith Salley Wealth Management

UNCHANGED

Shares8,954 from 8,954

Change0 (0%)

Value$324.0K (-$41.6K)

Filed 2026-11-03

Personal CFO Solutions, LLC

INCREASED

Shares8,718 from 8,368

Change+350 (+4%)

Value$315.5K (-$26.2K)

Filed 2026-11-06

Quadrant Capital Group LLC

UNCHANGED

Shares7,973 from 7,973

Change0 (0%)

Value$276.5K (-$49.1K)

Filed 2026-10-20

State of Alaska, Department of Revenue

UNCHANGED

Shares7,786 from 7,786

Change0 (0%)

Value$281 (-$316.7K)

Filed 2026-10-15

Blue Trust, Inc.

INCREASED

Shares7,619 from 6,908

Change+711 (+10%)

Value$275.7K (-$6.4K)

Filed 2026-10-15

Evergreen Capital Management LLC

INCREASED

Shares7,382 from 7,301

Change+81 (+1%)

Value$267.2K (-$31.0K)

Filed 2026-10-23

Allegiance Financial Group Advisory Services LLC

DECREASED

Shares5,999 from 6,307

Change-308 (-5%)

Value$217.1K (-$40.5K)

Filed 2026-11-02

Savant Capital, LLC

NEW

Shares5,869

Change+5,869

Value$212.4K

Filed 2026-11-06

Concord Wealth Partners

UNCHANGED

Shares2,850 from 2,850

Change0 (0%)

Value$103.1K (-$13.3K)

Filed 2026-11-02

KBC Group NV

NEW

Shares2,193

Change+2,193

Value$79

Filed 2026-10-22

Versant Capital Management, Inc

INCREASED

Shares2,080 from 1,046

Change+1,034 (+99%)

Value$75.3K (+$32.6K)

Filed 2026-10-02

Laurel Wealth Advisors LLC

NEW

Shares1,600

Change+1,600

Value$57.9K

Filed 2026-10-27

Larson Financial Group LLC

INCREASED

Shares1,497 from 1,479

Change+18 (+1%)

Value$54.2K (-$6.2K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares949 from 437

Change+512 (+117%)

Value$34.3K (+$16.5K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares760 from 709

Change+51 (+7%)

Value$27.5K (-$1.5K)

Filed 2026-10-08

US Bancorp \de\

INCREASED

Shares710 from 642

Change+68 (+11%)

Value$25.7K (-$524)

Filed 2026-11-05

CoreCap Advisors, LLC

INCREASED

Shares585 from 382

Change+203 (+53%)

Value$21.2K (+$5.6K)

Filed 2026-10-08

Allworth Financial LP

INCREASED

Shares533 from 528

Change+5 (+1%)

Value$21.8K (+$204)

Filed 2026-11-06

Nykredit A/S

UNCHANGED

Shares529 from 529

Change0 (0%)

Value$19.1K (-$2.5K)

Filed 2026-11-06

Center for Financial Planning, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$18.1K (-$2.3K)

Filed 2026-10-26

Provenance Wealth Advisors, LLC

NEW

Shares439

Change+439

Value$15.9K

Filed 2026-10-30

Harbor Capital Advisors, Inc.

INCREASED

Shares256 from 254

Change+2 (+1%)

Value$9 (-$1)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares249 from 207

Change+42 (+20%)

Value$9.0K (+$557)

Filed 2026-11-04

CrossGen Wealth, LLC

INCREASED

Shares246 from 245

Change+1 (+0%)

Value$8.9K (-$1.1K)

Filed 2026-10-30

Essential Partners LLC

INCREASED

Shares206 from 201

Change+5 (+2%)

Value$7.5K (-$754)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares169

Change+169

Value$6.1K

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares166 from 239

Change-73 (-31%)

Value$6.0K (-$3.8K)

Filed 2026-10-08

Fortitude Family Office, LLC

UNCHANGED

Shares153 from 153

Change0 (0%)

Value$5.5K (-$712)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares138 from 56

Change+82 (+146%)

Value$5.0K (+$2.7K)

Filed 2026-10-16

SBI Securities Co., Ltd.

UNCHANGED

Shares128 from 128

Change0 (0%)

Value$4.6K (-$596)

Filed 2026-10-22

Mather Group, Llc.

UNCHANGED

Shares117 from 117

Change0 (0%)

Value$4.2K (-$544)

Filed 2026-10-14

Signaturefd, LLC

INCREASED

Shares104 from 90

Change+14 (+16%)

Value$3.8K (+$88)

Filed 2026-10-23

Jcsd Capital, LLC

NEW

Shares87

Change+87

Value$3.1K

Filed 2026-11-06

Assetmark, Inc

NEW

Shares83

Change+83

Value$3.0K

Filed 2026-10-21

Pension & Wealth Management Advisors, Inc.

NEW

Shares82

Change+82

Value$3.0K

Filed 2026-10-16

SJS Investment Consulting Inc.

INCREASED

Shares78 from 39

Change+39 (+100%)

Value$2.8K (+$1.2K)

Filed 2026-10-26

Golden State Wealth Management, LLC

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$2.4K (-$301)

Filed 2026-11-02

First Command Advisory Services, Inc.

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$2.2K (-$283)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$2.1K (-$270)

Filed 2026-10-27

Ascentis Wealth Management, LLC

NEW

Shares52

Change+52

Value$1.9K

Filed 2026-11-03

Abound Wealth Management

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.4K (-$186)

Filed 2026-10-26

Parkside Financial Bank & Trust

NEW

Shares35

Change+35

Value$1.3K

Filed 2026-10-27

PNC Financial Services Group, Inc.

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.1K (-$139)

Filed 2026-11-06

True Wealth Design, LLC

INCREASED

Shares29 from 14

Change+15 (+107%)

Value$1.1K (+$478)

Filed 2026-10-13

Horizon Financial Services, LLC

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.1K (-$134)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$1.0K (-$130)

Filed 2026-10-20

West Paces Advisors Inc.

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$688 (-$88)

Filed 2026-10-13

Torren Management, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$694 (-$88)

Filed 2026-10-29

Silver Grove Financial Group, Inc.

INCREASED

Shares18 from 3

Change+15 (+500%)

Value$651 (+$528)

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

INCREASED

Shares15 from 11

Change+4 (+36%)

Value$543 (+$94)

Filed 2026-10-29

Covestor Ltd

DECREASED

Shares15 from 17

Change-2 (-12%)

Value$1 ($0)

Filed 2026-10-30

Bell Investment Advisors, Inc

NEW

Shares13

Change+13

Value$471

Filed 2026-10-29

Clearstead Advisors, LLC

DECREASED

Shares13 from 21

Change-8 (-38%)

Value$471 (-$388)

Filed 2026-11-06

Parallel Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$181 (-$23)

Filed 2026-11-03

JFS Wealth Advisors, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$109 (-$14)

Filed 2026-11-03

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$73 (-$9)

Filed 2026-10-16

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$37 (-$4)

Filed 2026-10-15

Tannin Capital LLC

CLOSED

Shares0 from 5,388

Change-5,388 (-100%)

Value$0 (-$220.1K)

Filed 2026-11-05

Abel Hall, LLC

CLOSED

Shares0 from 5,263

Change-5,263 (-100%)

Value$0 (-$214.9K)

Filed 2026-10-19

Atria Investments, Inc

CLOSED

Shares0 from 5,150

Change-5,150 (-100%)

Value$0 (-$210.3K)

Filed 2026-10-15

Pictet Asset Management Holding SA

CLOSED

Shares0 from 5,020

Change-5,020 (-100%)

Value$0 (-$205.0K)

Filed 2026-11-03

Pinnacle Wealth Management Advisory Group, LLC

CLOSED

Shares0 from 4,983

Change-4,983 (-100%)

Value$0 (-$203.5K)

Filed 2026-10-23

First Horizon Corp

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$16.3K)

Filed 2026-10-26

Stone House Investment Management, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$204)

Filed 2026-10-23

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 6,471,452

Change-6,471,452 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,515,856

Change-3,515,856 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,654,730

Change-1,654,730 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,367,619

Change-1,367,619 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 1,360,091

Change-1,360,091 (-100%)

Value—

Gilder Gagnon Howe & Co LLC

N/A

Shares— from 1,123,910

Change-1,123,910 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 996,870

Change-996,870 (-100%)

Value—

Southernsun Asset Management, LLC

N/A

Shares— from 934,751

Change-934,751 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 671,994

Change-671,994 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 667,556

Change-667,556 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 646,091

Change-646,091 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 586,166

Change-586,166 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 554,642

Change-554,642 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 420,262

Change-420,262 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 320,783

Change-320,783 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 299,270

Change-299,270 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 287,390

Change-287,390 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 283,133

Change-283,133 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 270,239

Change-270,239 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 249,249

Change-249,249 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 237,127

Change-237,127 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 230,020

Change-230,020 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 224,384

Change-224,384 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 217,937

Change-217,937 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 203,445

Change-203,445 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 188,571

Change-188,571 (-100%)

Value—

Diamond Hill Capital Management, LLC (Investment Advisor)

N/A

Shares— from 179,294

Change-179,294 (-100%)

Value—

UBS Group AG

N/A

Shares— from 161,904

Change-161,904 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 154,378

Change-154,378 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 140,163

Change-140,163 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 138,955

Change-138,955 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 138,919

Change-138,919 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 127,605

Change-127,605 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 117,000

Change-117,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 100,071

Change-100,071 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 95,789

Change-95,789 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 89,556

Change-89,556 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 89,193

Change-89,193 (-100%)

Value—

FMR LLC

N/A

Shares— from 85,379

Change-85,379 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 85,275

Change-85,275 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 84,408

Change-84,408 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 81,054

Change-81,054 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 78,008

Change-78,008 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 73,366

Change-73,366 (-100%)

Value—

Man Group plc

N/A

Shares— from 71,864

Change-71,864 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 71,800

Change-71,800 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 66,187

Change-66,187 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 65,920

Change-65,920 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 59,402

Change-59,402 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 58,742

Change-58,742 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 56,079

Change-56,079 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 55,369

Change-55,369 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 54,424

Change-54,424 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 53,182

Change-53,182 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 50,531

Change-50,531 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 49,849

Change-49,849 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 49,141

Change-49,141 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 46,590

Change-46,590 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 45,618

Change-45,618 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 44,880

Change-44,880 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 44,516

Change-44,516 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 43,665

Change-43,665 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 42,533

Change-42,533 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 41,844

Change-41,844 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 41,528

Change-41,528 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 40,858

Change-40,858 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 39,973

Change-39,973 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 39,622

Change-39,622 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 39,371

Change-39,371 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 38,616

Change-38,616 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 36,958

Change-36,958 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 36,337

Change-36,337 (-100%)

Value—

Homestead Advisers Corp

N/A

Shares— from 34,100

Change-34,100 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 31,021

Change-31,021 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 30,657

Change-30,657 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 29,606

Change-29,606 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 29,394

Change-29,394 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 28,680

Change-28,680 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 27,935

Change-27,935 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 26,795

Change-26,795 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 25,598

Change-25,598 (-100%)

Value—

Blair William & Co

N/A

Shares— from 24,576

Change-24,576 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 22,911

Change-22,911 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 22,685

Change-22,685 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 22,078

Change-22,078 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 21,280

Change-21,280 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 20,985

Change-20,985 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 20,048

Change-20,048 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 16,857

Change-16,857 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 16,811

Change-16,811 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 16,808

Change-16,808 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 16,278

Change-16,278 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 15,990

Change-15,990 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 15,215

Change-15,215 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 14,061

Change-14,061 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 14,052

Change-14,052 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 13,393

Change-13,393 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 13,080

Change-13,080 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 12,584

Change-12,584 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 12,184

Change-12,184 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 10,875

Change-10,875 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,751

Change-10,751 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 10,678

Change-10,678 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 10,541

Change-10,541 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 10,260

Change-10,260 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 9,899

Change-9,899 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 9,668

Change-9,668 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 9,604

Change-9,604 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 9,557

Change-9,557 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 9,250

Change-9,250 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 9,156

Change-9,156 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 8,568

Change-8,568 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 8,200

Change-8,200 (-100%)

Value—

Stock Yards Bank & Trust Co

N/A

Shares— from 8,200

Change-8,200 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,130

Change-8,130 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 7,941

Change-7,941 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 7,786

Change-7,786 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 7,345

Change-7,345 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 7,177

Change-7,177 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 6,519

Change-6,519 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 6,135

Change-6,135 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 5,928

Change-5,928 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 5,280

Change-5,280 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,214

Change-5,214 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 4,848

Change-4,848 (-100%)

Value—

Hamilton Capital Partners Inc.

N/A

Shares— from 4,251

Change-4,251 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,313

Change-3,313 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 3,135

Change-3,135 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 2,304

Change-2,304 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,206

Change-2,206 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,794

Change-1,794 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,402

Change-1,402 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,352

Change-1,352 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 889

Change-889 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 402

Change-402 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 250

Change-250 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 223

Change-223 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 200

Change-200 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 178

Change-178 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 171

Change-171 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

Quarry LP

N/A

Shares— from 71

Change-71 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 36

Change-36 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 36

Change-36 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 4

Change-4 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 2

Change-2 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,663,664	1,615,529	+48,135	+3%	$66.0M	$60.2M	-$5.8M	2026-11-04
Geode Capital Management, LLC	INCREASED	920,226	912,543	+7,683	+1%	$37.3M	$33.3M	-$4.0M	2026-11-06
William Blair Investment Management, LLC	DECREASED	464,303	569,233	-104,930	-18%	$23.2M	$16.8M	-$6.4M	2026-11-06
Trust Co of the South	UNCHANGED	167,500	167,500	0	0%	$6.8M	$6.1M	-$778.9K	2026-10-21
Russell Investments Group, Ltd.	DECREASED	121,732	137,581	-15,849	-12%	$5.6M	$4.4M	-$1.2M	2026-11-06
Bank of New York Mellon Corp	INCREASED	114,081	110,334	+3,747	+3%	$4.5M	$4.1M	-$377.5K	2026-11-05
E. Ohman J:or Asset Management AB	INCREASED	111,445	98,745	+12,700	+13%	$4.0M	$4.0M	+$449	2026-10-22
Barclays PLC	INCREASED	95,090	20,979	+74,111	+353%	$856.8K	$3.4M	+$2.6M	2026-11-06
Deutsche Bank Ag\	DECREASED	92,415	95,469	-3,054	-3%	$3.9M	$3.3M	-$554.5K	2026-11-06
Apollon Wealth Management, LLC	DECREASED	77,534	117,466	-39,932	-34%	$4.8M	$2.8M	-$2.0M	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	68,131	7,941	+60,190	+758%	$324.3K	$2.5M	+$2.1M	2026-11-02
Riggs Asset Managment Co. Inc.	INCREASED	67,090	65,180	+1,910	+3%	$2.7M	$2.4M	-$234.0K	2026-11-05
Wedge Capital Management L L P	NEW	59,379	—	+59,379	—	—	$2.1M	—	2026-10-13
Chatham Capital Group, Inc.	UNCHANGED	58,903	58,903	0	0%	$2.4M	$2.1M	-$273.9K	2026-10-16
Motley Fool Asset Management LLC	DECREASED	49,011	50,541	-1,530	-3%	$2.1M	$1.8M	-$290.4K	2026-10-27
Oppenheimer Asset Management Inc.	DECREASED	48,221	49,094	-873	-2%	$2.0M	$1.7M	-$259.9K	2026-10-27
Creative Planning	INCREASED	44,140	36,324	+7,816	+22%	$1.5M	$1.6M	+$114.0K	2026-11-02
CenterBook Partners LP	DECREASED	43,029	53,530	-10,501	-20%	$2.2M	$1.6M	-$628.9K	2026-11-02
Citigroup Inc	DECREASED	38,390	46,392	-8,002	-17%	$1.9M	$1.4M	-$505.3K	2026-11-04
Sovran Advisors, LLC	DECREASED	32,592	34,362	-1,770	-5%	$1.5M	$1.1M	-$331.8K	2026-11-02
Salem Investment Counselors Inc	DECREASED	31,379	31,910	-531	-2%	$1.3M	$1.1M	-$167.6K	2026-10-13
Truist Financial Corp	INCREASED	29,741	29,271	+470	+2%	$1.2M	$1.1M	-$119.1K	2026-10-30
Pinnacle Associates LTD	INCREASED	29,099	27,486	+1,613	+6%	$1.1M	$1.1M	-$69.4K	2026-10-20
LPL Financial LLC	DECREASED	28,323	29,965	-1,642	-5%	$1.2M	$1.0M	-$198.8K	2026-11-06
Simplicity Wealth,LLC	INCREASED	24,572	13,286	+11,286	+85%	$542.6K	$889.3K	+$346.7K	2026-10-23
SummerHaven Investment Management, LLC	NEW	21,957	—	+21,957	—	—	$794.6K	—	2026-10-19
Level Four Advisory Services, LLC	DECREASED	20,508	24,995	-4,487	-18%	$1.0M	$742.2K	-$278.6K	2026-11-06
Lanark Financial, Inc.	DECREASED	19,139	19,145	-6	0%	$781.9K	$692.6K	-$89.2K	2026-10-26
Inspire Investing, LLC	INCREASED	17,488	16,561	+927	+6%	$676.4K	$632.9K	-$43.5K	2026-10-22
Aviance Capital Partners, LLC	INCREASED	15,142	14,510	+632	+4%	$592.6K	$548.0K	-$44.6K	2026-10-29
Parsons Capital Management Inc	UNCHANGED	14,550	14,550	0	0%	$594.2K	$526.6K	-$67.7K	2026-10-28
Wealth Enhancement Advisory Services, LLC	INCREASED	14,189	13,557	+632	+5%	$564.7K	$490.5K	-$74.1K	2026-10-13
Central Pacific Bank - Trust Division	UNCHANGED	13,028	13,028	0	0%	$532.1K	$471.5K	-$60.6K	2026-10-06
Nisa Investment Advisors, LLC	UNCHANGED	12,876	12,876	0	0%	$525.9K	$466.0K	-$59.9K	2026-10-20
Park Avenue Securities LLC	DECREASED	12,033	12,127	-94	-1%	$495.0K	$435	-$494.6K	2026-10-26
Fifth Third Bancorp	INCREASED	11,108	583	+10,525	+1805%	$23.8K	$402.0K	+$378.2K	2026-11-05
Arizona State Retirement System	INCREASED	10,098	9,888	+210	+2%	$403.8K	$365.4K	-$38.4K	2026-11-03
Smith Salley Wealth Management	UNCHANGED	8,954	8,954	0	0%	$365.7K	$324.0K	-$41.6K	2026-11-03
Personal CFO Solutions, LLC	INCREASED	8,718	8,368	+350	+4%	$341.7K	$315.5K	-$26.2K	2026-11-06
Quadrant Capital Group LLC	UNCHANGED	7,973	7,973	0	0%	$325.6K	$276.5K	-$49.1K	2026-10-20
State of Alaska, Department of Revenue	UNCHANGED	7,786	7,786	0	0%	$317.0K	$281	-$316.7K	2026-10-15
Blue Trust, Inc.	INCREASED	7,619	6,908	+711	+10%	$282.1K	$275.7K	-$6.4K	2026-10-15
Evergreen Capital Management LLC	INCREASED	7,382	7,301	+81	+1%	$298.2K	$267.2K	-$31.0K	2026-10-23
Allegiance Financial Group Advisory Services LLC	DECREASED	5,999	6,307	-308	-5%	$257.6K	$217.1K	-$40.5K	2026-11-02
Savant Capital, LLC	NEW	5,869	—	+5,869	—	—	$212.4K	—	2026-11-06
Concord Wealth Partners	UNCHANGED	2,850	2,850	0	0%	$116.4K	$103.1K	-$13.3K	2026-11-02
KBC Group NV	NEW	2,193	—	+2,193	—	—	$79	—	2026-10-22
Versant Capital Management, Inc	INCREASED	2,080	1,046	+1,034	+99%	$42.7K	$75.3K	+$32.6K	2026-10-02
Laurel Wealth Advisors LLC	NEW	1,600	—	+1,600	—	—	$57.9K	—	2026-10-27
Larson Financial Group LLC	INCREASED	1,497	1,479	+18	+1%	$60.4K	$54.2K	-$6.2K	2026-11-05
Sterling Capital Management LLC	INCREASED	949	437	+512	+117%	$17.8K	$34.3K	+$16.5K	2026-10-22
Gamma Investing LLC	INCREASED	760	709	+51	+7%	$29.0K	$27.5K	-$1.5K	2026-10-08
US Bancorp \de\	INCREASED	710	642	+68	+11%	$26.2K	$25.7K	-$524	2026-11-05
CoreCap Advisors, LLC	INCREASED	585	382	+203	+53%	$15.6K	$21.2K	+$5.6K	2026-10-08
Allworth Financial LP	INCREASED	533	528	+5	+1%	$21.6K	$21.8K	+$204	2026-11-06
Nykredit A/S	UNCHANGED	529	529	0	0%	$21.6K	$19.1K	-$2.5K	2026-11-06
Center for Financial Planning, Inc.	UNCHANGED	500	500	0	0%	$20.4K	$18.1K	-$2.3K	2026-10-26
Provenance Wealth Advisors, LLC	NEW	439	—	+439	—	—	$15.9K	—	2026-10-30
Harbor Capital Advisors, Inc.	INCREASED	256	254	+2	+1%	$10	$9	-$1	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	249	207	+42	+20%	$8.5K	$9.0K	+$557	2026-11-04
CrossGen Wealth, LLC	INCREASED	246	245	+1	+0%	$10.0K	$8.9K	-$1.1K	2026-10-30
Essential Partners LLC	INCREASED	206	201	+5	+2%	$8.2K	$7.5K	-$754	2026-10-14
Root Financial Partners, LLC	NEW	169	—	+169	—	—	$6.1K	—	2026-10-21
Farther Finance Advisors, LLC	DECREASED	166	239	-73	-31%	$9.8K	$6.0K	-$3.8K	2026-10-08
Fortitude Family Office, LLC	UNCHANGED	153	153	0	0%	$6.2K	$5.5K	-$712	2026-10-14
IFP Advisors, Inc	INCREASED	138	56	+82	+146%	$2.3K	$5.0K	+$2.7K	2026-10-16
SBI Securities Co., Ltd.	UNCHANGED	128	128	0	0%	$5.2K	$4.6K	-$596	2026-10-22
Mather Group, Llc.	UNCHANGED	117	117	0	0%	$4.8K	$4.2K	-$544	2026-10-14
Signaturefd, LLC	INCREASED	104	90	+14	+16%	$3.7K	$3.8K	+$88	2026-10-23
Jcsd Capital, LLC	NEW	87	—	+87	—	—	$3.1K	—	2026-11-06
Assetmark, Inc	NEW	83	—	+83	—	—	$3.0K	—	2026-10-21
Pension & Wealth Management Advisors, Inc.	NEW	82	—	+82	—	—	$3.0K	—	2026-10-16
SJS Investment Consulting Inc.	INCREASED	78	39	+39	+100%	$1.6K	$2.8K	+$1.2K	2026-10-26
Golden State Wealth Management, LLC	UNCHANGED	65	65	0	0%	$2.7K	$2.4K	-$301	2026-11-02
First Command Advisory Services, Inc.	UNCHANGED	61	61	0	0%	$2.5K	$2.2K	-$283	2026-11-05
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	58	58	0	0%	$2.4K	$2.1K	-$270	2026-10-27
Ascentis Wealth Management, LLC	NEW	52	—	+52	—	—	$1.9K	—	2026-11-03
Abound Wealth Management	UNCHANGED	40	40	0	0%	$1.6K	$1.4K	-$186	2026-10-26
Parkside Financial Bank & Trust	NEW	35	—	+35	—	—	$1.3K	—	2026-10-27
PNC Financial Services Group, Inc.	UNCHANGED	30	30	0	0%	$1.2K	$1.1K	-$139	2026-11-06
True Wealth Design, LLC	INCREASED	29	14	+15	+107%	$572	$1.1K	+$478	2026-10-13
Horizon Financial Services, LLC	UNCHANGED	29	29	0	0%	$1.2K	$1.1K	-$134	2026-11-04
Physician Wealth Advisors, Inc.	UNCHANGED	28	28	0	0%	$1.1K	$1.0K	-$130	2026-10-20
West Paces Advisors Inc.	UNCHANGED	19	19	0	0%	$776	$688	-$88	2026-10-13
Torren Management, LLC	UNCHANGED	19	19	0	0%	$782	$694	-$88	2026-10-29
Silver Grove Financial Group, Inc.	INCREASED	18	3	+15	+500%	$123	$651	+$528	2026-11-05
Caitong International Asset Management Co., Ltd	INCREASED	15	11	+4	+36%	$449	$543	+$94	2026-10-29
Covestor Ltd	DECREASED	15	17	-2	-12%	$1	$1	$0	2026-10-30
Bell Investment Advisors, Inc	NEW	13	—	+13	—	—	$471	—	2026-10-29
Clearstead Advisors, LLC	DECREASED	13	21	-8	-38%	$859	$471	-$388	2026-11-06
Parallel Advisors, LLC	UNCHANGED	5	5	0	0%	$204	$181	-$23	2026-11-03
JFS Wealth Advisors, LLC	UNCHANGED	3	3	0	0%	$123	$109	-$14	2026-11-03
DiNuzzo Private Wealth, Inc.	UNCHANGED	2	2	0	0%	$82	$73	-$9	2026-10-16
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$41	$37	-$4	2026-10-15
Tannin Capital LLC	CLOSED	0	5,388	-5,388	-100%	$220.1K	$0	-$220.1K	2026-11-05
Abel Hall, LLC	CLOSED	0	5,263	-5,263	-100%	$214.9K	$0	-$214.9K	2026-10-19
Atria Investments, Inc	CLOSED	0	5,150	-5,150	-100%	$210.3K	$0	-$210.3K	2026-10-15
Pictet Asset Management Holding SA	CLOSED	0	5,020	-5,020	-100%	$205.0K	$0	-$205.0K	2026-11-03
Pinnacle Wealth Management Advisory Group, LLC	CLOSED	0	4,983	-4,983	-100%	$203.5K	$0	-$203.5K	2026-10-23
First Horizon Corp	CLOSED	0	400	-400	-100%	$16.3K	$0	-$16.3K	2026-10-26
Stone House Investment Management, LLC	CLOSED	0	5	-5	-100%	$204	$0	-$204	2026-10-23
T. Rowe Price Investment Management, Inc.	N/A	—	6,471,452	-6,471,452	-100%	$264.3M	—	—	—
BlackRock, Inc.	N/A	—	3,515,856	-3,515,856	-100%	$143.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,654,730	-1,654,730	-100%	$67.6M	—	—	—
State Street Corp	N/A	—	1,367,619	-1,367,619	-100%	$55.9M	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	1,360,091	-1,360,091	-100%	$55.5M	—	—	—
Gilder Gagnon Howe & Co LLC	N/A	—	1,123,910	-1,123,910	-100%	$45.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	996,870	-996,870	-100%	$40.7M	—	—	—
Southernsun Asset Management, LLC	N/A	—	934,751	-934,751	-100%	$38.2M	—	—	—
Loomis Sayles & Co L P	N/A	—	671,994	-671,994	-100%	$27.4M	—	—	—
American Century Companies Inc	N/A	—	667,556	-667,556	-100%	$27.3M	—	—	—
Royce & Associates LP	N/A	—	646,091	-646,091	-100%	$26.4M	—	—	—
Algert Global LLC	N/A	—	586,166	-586,166	-100%	$23.9M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	554,642	-554,642	-100%	$22.7M	—	—	—
Two Sigma Investments, LP	N/A	—	420,262	-420,262	-100%	$17.2M	—	—	—
Northern Trust Corp	N/A	—	320,783	-320,783	-100%	$13.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	299,270	-299,270	-100%	$12.2M	—	—	—
Raymond James Financial Inc	N/A	—	287,390	-287,390	-100%	$11.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	283,133	-283,133	-100%	$11.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	270,239	-270,239	-100%	$11.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	249,249	-249,249	-100%	$10.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	237,127	-237,127	-100%	$9.7M	—	—	—
Bank of America Corp	N/A	—	230,020	-230,020	-100%	$9.4M	—	—	—
Whittier Trust Co	N/A	—	224,384	-224,384	-100%	$9.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	217,937	-217,937	-100%	$8.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	203,445	-203,445	-100%	$8.3M	—	—	—
Morgan Stanley	N/A	—	188,571	-188,571	-100%	$7.7M	—	—	—
Diamond Hill Capital Management, LLC (Investment Advisor)	N/A	—	179,294	-179,294	-100%	$7.3M	—	—	—
UBS Group AG	N/A	—	161,904	-161,904	-100%	$6.6M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	154,378	-154,378	-100%	$6.3M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	140,163	-140,163	-100%	$5.7M	—	—	—
AQR Capital Management LLC	N/A	—	138,955	-138,955	-100%	$5.7M	—	—	—
State of Wisconsin Investment Board	N/A	—	138,919	-138,919	-100%	$5.7M	—	—	—
Trexquant Investment LP	N/A	—	127,605	-127,605	-100%	$5.2M	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	117,000	-117,000	-100%	$4.8M	—	—	—
Citadel Advisors LLC	N/A	—	100,071	-100,071	-100%	$4.1M	—	—	—
Wells Fargo & Company	N/A	—	95,789	-95,789	-100%	$3.9M	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	89,556	-89,556	-100%	$3.7M	—	—	—
Empowered Funds, LLC	N/A	—	89,193	-89,193	-100%	$3.6M	—	—	—
FMR LLC	N/A	—	85,379	-85,379	-100%	$3.5M	—	—	—
Ameriprise Financial Inc	N/A	—	85,275	-85,275	-100%	$3.5M	—	—	—
Captrust Financial Advisors	N/A	—	84,408	-84,408	-100%	$3.4M	—	—	—
Royal Bank of Canada	N/A	—	81,054	-81,054	-100%	$3.3M	—	—	—
Nuveen, LLC	N/A	—	78,008	-78,008	-100%	$3.2M	—	—	—
TD Asset Management Inc	N/A	—	73,366	-73,366	-100%	$3.0M	—	—	—
Man Group plc	N/A	—	71,864	-71,864	-100%	$2.9M	—	—	—
Swiss National Bank	N/A	—	71,800	-71,800	-100%	$2.9M	—	—	—
Qube Research & Technologies Ltd	N/A	—	66,187	-66,187	-100%	$2.7M	—	—	—
Dark Forest Capital Management LP	N/A	—	65,920	-65,920	-100%	$2.7M	—	—	—
Bragg Financial Advisors, Inc	N/A	—	59,402	-59,402	-100%	$2.4M	—	—	—
Invesco Ltd.	N/A	—	58,742	-58,742	-100%	$2.4M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	56,079	-56,079	-100%	$2.3M	—	—	—
WCM Investment Management, LLC	N/A	—	55,369	-55,369	-100%	$2.3M	—	—	—
First Trust Advisors LP	N/A	—	54,424	-54,424	-100%	$2.2M	—	—	—
Voloridge Investment Management, LLC	N/A	—	53,182	-53,182	-100%	$2.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	50,531	-50,531	-100%	$2.1M	—	—	—
Rhumbline Advisers	N/A	—	49,849	-49,849	-100%	$2.0M	—	—	—
Federated Hermes, Inc.	N/A	—	49,141	-49,141	-100%	$2.0M	—	—	—
Alliancebernstein L.P.	N/A	—	46,590	-46,590	-100%	$1.5M	—	—	—
SG Americas Securities, LLC	N/A	—	45,618	-45,618	-100%	$1.9M	—	—	—
Quantinno Capital Management LP	N/A	—	44,880	-44,880	-100%	$1.8M	—	—	—
Marshall Wace, LLP	N/A	—	44,516	-44,516	-100%	$1.8M	—	—	—
Victory Capital Management Inc	N/A	—	43,665	-43,665	-100%	$1.8M	—	—	—
HRT Financial LP	N/A	—	42,533	-42,533	-100%	$1.7M	—	—	—
JPMorgan Chase & Co	N/A	—	41,844	-41,844	-100%	$1.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	41,528	-41,528	-100%	$1.7M	—	—	—
California State Teachers Retirement System	N/A	—	40,858	-40,858	-100%	$1.7M	—	—	—
Walleye Capital LLC	N/A	—	39,973	-39,973	-100%	$1.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	39,622	-39,622	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	39,371	-39,371	-100%	$1.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	38,616	-38,616	-100%	$1.6M	—	—	—
Stifel Financial Corp	N/A	—	36,958	-36,958	-100%	$1.5M	—	—	—
Legal & General Group Plc	N/A	—	36,337	-36,337	-100%	$1.5M	—	—	—
Homestead Advisers Corp	N/A	—	34,100	-34,100	-100%	$1.4M	—	—	—
PDT Partners, LLC	N/A	—	31,021	-31,021	-100%	$1.3M	—	—	—
SEI Investments Co	N/A	—	30,657	-30,657	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	29,606	-29,606	-100%	$1.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	29,394	-29,394	-100%	$1.2M	—	—	—
GSA Capital Partners LLP	N/A	—	28,680	-28,680	-100%	$1.2M	—	—	—
Balyasny Asset Management L.P.	N/A	—	27,935	-27,935	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	26,795	-26,795	-100%	$1.1M	—	—	—
Graham Capital Management, L.P.	N/A	—	25,598	-25,598	-100%	$1.0M	—	—	—
Blair William & Co	N/A	—	24,576	-24,576	-100%	$1.0M	—	—	—
Millennium Management LLC	N/A	—	22,911	-22,911	-100%	$935.7K	—	—	—
Squarepoint Ops LLC	N/A	—	22,685	-22,685	-100%	$926.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	22,078	-22,078	-100%	$901.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	21,280	-21,280	-100%	$869.1K	—	—	—
one8zero8, LLC	N/A	—	20,985	-20,985	-100%	$857.0K	—	—	—
Rafferty Asset Management, LLC	N/A	—	20,048	-20,048	-100%	$818.8K	—	—	—
Benjamin Edwards Inc	N/A	—	16,857	-16,857	-100%	$688.5K	—	—	—
Mariner, LLC	N/A	—	16,811	-16,811	-100%	$686.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	16,808	-16,808	-100%	$686.4K	—	—	—
Cetera Investment Advisers	N/A	—	16,278	-16,278	-100%	$664.8K	—	—	—
Franklin Resources Inc	N/A	—	15,990	-15,990	-100%	$653.0K	—	—	—
Engineers Gate Manager LP	N/A	—	15,215	-15,215	-100%	$621.4K	—	—	—
Jupiter Topco LLC	N/A	—	14,061	-14,061	-100%	$573.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	14,052	-14,052	-100%	$573.9K	—	—	—
IEQ Capital, LLC	N/A	—	13,393	-13,393	-100%	$547.0K	—	—	—
Callan Family Office, LLC	N/A	—	13,080	-13,080	-100%	$534.2K	—	—	—
Aquatic Capital Management LLC	N/A	—	12,584	-12,584	-100%	$513.9K	—	—	—
New York State Common Retirement Fund	N/A	—	12,184	-12,184	-100%	$497.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	10,875	-10,875	-100%	$444.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,751	-10,751	-100%	$439.1K	—	—	—
Mirabella Financial Services LLP	N/A	—	10,678	-10,678	-100%	$436.1K	—	—	—
Howe & Rusling Inc	N/A	—	10,541	-10,541	-100%	$430.5K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	10,260	-10,260	-100%	$419.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	9,899	-9,899	-100%	$404.3K	—	—	—
Aigen Investment Management, LP	N/A	—	9,668	-9,668	-100%	$394.8K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	9,604	-9,604	-100%	$392.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	9,557	-9,557	-100%	$390.3K	—	—	—
Advisors Capital Management, LLC	N/A	—	9,250	-9,250	-100%	$377.8K	—	—	—
Vident Advisory, LLC	N/A	—	9,156	-9,156	-100%	$373.9K	—	—	—
Ballentine Partners, LLC	N/A	—	8,568	-8,568	-100%	$349.9K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	8,200	-8,200	-100%	$334.9K	—	—	—
Stock Yards Bank & Trust Co	N/A	—	8,200	-8,200	-100%	$334.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,130	-8,130	-100%	$332.0K	—	—	—
HSBC Holdings PLC	N/A	—	7,941	-7,941	-100%	$325.8K	—	—	—
Intech Investment Management LLC	N/A	—	7,786	-7,786	-100%	$318.0K	—	—	—
Voya Investment Management LLC	N/A	—	7,345	-7,345	-100%	$300.0K	—	—	—
Advisory Services Network, LLC	N/A	—	7,177	-7,177	-100%	$293.1K	—	—	—
Quantbot Technologies LP	N/A	—	6,519	-6,519	-100%	$266.2K	—	—	—
Prudential Financial Inc	N/A	—	6,135	-6,135	-100%	$250.6K	—	—	—
Cerity Partners LLC	N/A	—	5,928	-5,928	-100%	$242.1K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	5,500	-5,500	-100%	$224.6K	—	—	—
Principal Securities, Inc.	N/A	—	5,280	-5,280	-100%	$215.6K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,214	-5,214	-100%	$213.0K	—	—	—
Canada Life Assurance Co	N/A	—	4,848	-4,848	-100%	$197.0K	—	—	—
Hamilton Capital Partners Inc.	N/A	—	4,251	-4,251	-100%	$173.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,313	-3,313	-100%	$135.3K	—	—	—
Centaurus Financial, Inc.	N/A	—	3,135	-3,135	-100%	$128.0K	—	—	—
Quantum Portfolio Management LLC	N/A	—	2,304	-2,304	-100%	$94.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,206	-2,206	-100%	$91.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,794	-1,794	-100%	$73.3K	—	—	—
Arax Advisory Partners	N/A	—	1,402	-1,402	-100%	$57.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,352	-1,352	-100%	$55.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	889	-889	-100%	$36.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	500	-500	-100%	$20.4K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	402	-402	-100%	$16.4K	—	—	—
SouthState Bank Corp	N/A	—	250	-250	-100%	$10.2K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	223	-223	-100%	$9.1K	—	—	—
Providence Capital Advisors, LLC	N/A	—	200	-200	-100%	$8.2K	—	—	—
Huntington National Bank	N/A	—	200	-200	-100%	$8.2K	—	—	—
Optiver Holding B.V.	N/A	—	178	-178	-100%	$7.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	171	-171	-100%	$7.0K	—	—	—
Rothschild Investment LLC	N/A	—	120	-120	-100%	$4.9K	—	—	—
Quarry LP	N/A	—	71	-71	-100%	$2.9K	—	—	—
BFC Planning, Inc.	N/A	—	36	-36	-100%	$1.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	36	-36	-100%	$1.5K	—	—	—
Swan Capital LLC	N/A	—	13	-13	-100%	$527	—	—	—
Bessemer Group Inc	N/A	—	4	-4	-100%	$0	—	—	—
JPL Wealth Management, LLC	N/A	—	2	-2	-100%	$82	—	—	—
Fiduciary Financial Advisors	N/A	—	2	-2	-100%	$82	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$41	—	—	—
Kilter Group LLC	N/A	—	1	-1	-100%	$41	—	—	—

Showing 254 of 254 institutions