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Loar Holdings Inc (LOAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wasatch Advisors LP
DECREASED
Shares2,631,612 from 3,241,786
Change-610,174 (-19%)
Value$161.9M (-$99.4M)
Filed 2026-10-13
Dimensional Fund Advisors LP
INCREASED
Shares1,024,067 from 864,595
Change+159,472 (+18%)
Value$63.0M (-$6.7M)
Filed 2026-11-04
Principal Financial Group Inc
NEW
Shares827,354
Change+827,354
Value$50.9M
Filed 2026-11-02
TimesSquare Capital Management, LLC
DECREASED
Shares767,234 from 798,575
Change-31,341 (-4%)
Value$47.2M (-$17.2M)
Filed 2026-11-03
Geode Capital Management, LLC
DECREASED
Shares650,534 from 658,166
Change-7,632 (-1%)
Value$40.0M (-$13.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares566,776 from 707,403
Change-140,627 (-20%)
Value$34.9M (-$22.2M)
Filed 2026-11-05
One Advisory Partners, LLC
UNCHANGED
Shares293,319 from 293,319
Change0 (0%)
Value$18.0M (-$5.6M)
Filed 2026-10-22
Daiwa Securities Group Inc.
UNCHANGED
Shares203,400 from 203,400
Change0 (0%)
Value$12.5M (-$3.9M)
Filed 2026-10-29
Riverbridge Partners LLC
INCREASED
Shares158,569 from 153,080
Change+5,489 (+4%)
Value$9.8M (-$2.6M)
Filed 2026-11-05
Burkett Financial Services, LLC
UNCHANGED
Shares118,000 from 118,000
Change0 (0%)
Value$7.3M (-$2.3M)
Filed 2026-10-01
Brown Capital Management LLC
INCREASED
Shares105,426 from 84,816
Change+20,610 (+24%)
Value$6.5M (-$351.2K)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares79,216 from 81,687
Change-2,471 (-3%)
Value$4.9M (-$1.7M)
Filed 2026-11-04
Moody Aldrich Partners LLC
INCREASED
Shares68,744 from 65,974
Change+2,770 (+4%)
Value$4.2M (-$1.1M)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares66,382 from 29,021
Change+37,361 (+129%)
Value$4.1M (+$1.7M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares63,870 from 7,122
Change+56,748 (+797%)
Value$3.9M (+$3.4M)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares43,563 from 58,212
Change-14,649 (-25%)
Value$2.7M (-$2.0M)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares39,048 from 38,005
Change+1,043 (+3%)
Value$2.4M (-$661.4K)
Filed 2026-11-04
Achmea Investment Management B.V.
NEW
Shares36,918
Change+36,918
Value$2.3M
Filed 2026-10-30
Thrive Wealth Management, LLC
INCREASED
Shares35,827 from 35,814
Change+13 (+0%)
Value$2.2M (-$682.9K)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED
Shares34,557 from 34,274
Change+283 (+1%)
Value$2.1M (-$636.9K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares33,831 from 33,703
Change+128 (+0%)
Value$2.1M (-$635.5K)
Filed 2026-10-27
Clearview Wealth Management LLC
UNCHANGED
Shares27,001 from 27,001
Change0 (0%)
Value$1.7M (-$506.5K)
Filed 2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares24,838 from 36,176
Change-11,338 (-31%)
Value$1.5M (-$1.4M)
Filed 2026-10-30
Creative Planning
INCREASED
Shares20,439 from 17,555
Change+2,884 (+16%)
Value$1.3M (-$157.7K)
Filed 2026-11-02
Renaissance Capital LLC
DECREASED
Shares16,632 from 22,473
Change-5,841 (-26%)
Value$1.0M (-$788.3K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares16,490 from 15,654
Change+836 (+5%)
Value$1.0M (-$247.4K)
Filed 2026-11-05
Oak Thistle LLC
INCREASED
Shares15,820 from 2,730
Change+13,090 (+479%)
Value$973.2K (+$753.2K)
Filed 2026-10-21
State of New Jersey Common Pension Fund D
NEW
Shares15,771
Change+15,771
Value$970.2K
Filed 2026-11-05
Jackson Creek Investment Advisors LLC
NEW
Shares15,751
Change+15,751
Value$969
Filed 2026-11-04
Virginia Retirement Systems ET Al
INCREASED
Shares14,150 from 11,650
Change+2,500 (+21%)
Value$870.5K (-$68.6K)
Filed 2026-10-28
HUB Investment Partners, LLC
NEW
Shares12,580
Change+12,580
Value$773.9K
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares12,090 from 12,008
Change+82 (+1%)
Value$743.8K (-$224.2K)
Filed 2026-11-06
Arizona State Retirement System
INCREASED
Shares9,226 from 9,042
Change+184 (+2%)
Value$567.6K (-$161.3K)
Filed 2026-11-03
Symmetry Partners, LLC
NEW
Shares6,837
Change+6,837
Value$420.6K
Filed 2026-10-27
Anchyra Partners LLC
NEW
Shares6,099
Change+6,099
Value$375.2K
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares5,990 from 1,595
Change+4,395 (+276%)
Value$368.5K (+$240.1K)
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
NEW
Shares5,703
Change+5,703
Value$350.8K
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares5,422 from 4,674
Change+748 (+16%)
Value$333.6K (-$43.2K)
Filed 2026-11-03
Pictet Asset Management Holding SA
UNCHANGED
Shares5,262 from 5,262
Change0 (0%)
Value$323.7K (-$100.5K)
Filed 2026-11-03
Park Capital Management, LLC / WI
NEW
Shares5,186
Change+5,186
Value$319.0K
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
NEW
Shares5,070
Change+5,070
Value$311.9K
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares4,714 from 2,633
Change+2,081 (+79%)
Value$290.0K (+$77.8K)
Filed 2026-10-15
Commonwealth Financial Services, LLC
NEW
Shares4,460
Change+4,460
Value$274.4K
Filed 2026-10-20
Axxcess Wealth Management, LLC
NEW
Shares4,416
Change+4,416
Value$271.7K
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,378 from 3,622
Change+756 (+21%)
Value$269.8K (+$5.0K)
Filed 2026-10-13
SteelPeak Wealth, LLC
NEW
Shares4,311
Change+4,311
Value$265.2K
Filed 2026-10-16
Imc-Chicago, LLC
NEW
Shares4,304
Change+4,304
Value$264.8K
Filed 2026-11-05
Yorktown Management & Research Co Inc
NEW
Shares4,250
Change+4,250
Value$261.5K
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
NEW
Shares4,176
Change+4,176
Value$256.9K
Filed 2026-10-16
Deutsche Bank Ag\
INCREASED
Shares4,096 from 2,345
Change+1,751 (+75%)
Value$252.0K (+$63.0K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares4,006 from 5,247
Change-1,241 (-24%)
Value$246 (-$422.8K)
Filed 2026-11-02
Huntleigh Advisors, Inc.
INCREASED
Shares3,909 from 3,864
Change+45 (+1%)
Value$240.5K (-$71.0K)
Filed 2026-11-03
Hudson Edge Investment Partners Inc.
NEW
Shares3,899
Change+3,899
Value$245.6K
Filed 2026-10-28
Paragon Advisors, LLC
NEW
Shares3,799
Change+3,799
Value$233.7K
Filed 2026-11-03
Occidental Asset Management, LLC
NEW
Shares3,708
Change+3,708
Value$228.1K
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares3,610 from 4,162
Change-552 (-13%)
Value$222.1K (-$109.8K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
NEW
Shares3,507
Change+3,507
Value$215.8K
Filed 2026-10-13
VestGen Advisors, LLC
NEW
Shares3,427
Change+3,427
Value$210.8K
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED
Shares3,323 from 3,346
Change-23 (-1%)
Value$204.4K (-$65.3K)
Filed 2026-10-19
Gerald Baker Financial Group LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$203.0K (-$63.0K)
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares3,117 from 392
Change+2,725 (+695%)
Value$191.8K (+$160.2K)
Filed 2026-11-03
Nykredit A/S
INCREASED
Shares2,632 from 415
Change+2,217 (+534%)
Value$161.9K (+$128.5K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares2,211 from 10
Change+2,201 (+22010%)
Value$136.0K (+$135.2K)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares1,585 from 1,445
Change+140 (+10%)
Value$97.5K (-$19.0K)
Filed 2026-10-20
KBC Group NV
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$89 (-$116.9K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares1,327 from 1,264
Change+63 (+5%)
Value$81.6K (-$20.2K)
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares1,259 from 18,337
Change-17,078 (-93%)
Value$77.5K (-$1.4M)
Filed 2026-10-22
Covestor Ltd
DECREASED
Shares1,044 from 1,139
Change-95 (-8%)
Value$64 (-$91.9K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares991 from 1,148
Change-157 (-14%)
Value$61.0K (-$31.6K)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
NEW
Shares812
Change+812
Value$51
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares778
Change+778
Value$47.9K
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares763 from 189
Change+574 (+304%)
Value$46.9K (+$31.7K)
Filed 2026-11-04
University of Texas S AM Investment Management Co
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$43.6K (-$13.5K)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares636
Change+636
Value$39.1K
Filed 2026-10-27
Strs Ohio
DECREASED
Shares605 from 929
Change-324 (-35%)
Value$37.2K (-$37.7K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares490 from 294
Change+196 (+67%)
Value$30.1K (+$6.4K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares431 from 428
Change+3 (+1%)
Value$34.7K (+$241)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
NEW
Shares428
Change+428
Value$27.2K
Filed 2026-11-06
Natixis
INCREASED
Shares427 from 419
Change+8 (+2%)
Value$26.3K (-$7.5K)
Filed 2026-11-06
Salomon & Ludwin, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$16.0K (-$4.9K)
Filed 2026-10-29
Versant Capital Management, Inc
NEW
Shares238
Change+238
Value$14.6K
Filed 2026-10-02
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares237 from 233
Change+4 (+2%)
Value$14.6K (-$4.2K)
Filed 2026-10-05
Roxbury Financial LLC
DECREASED
Shares200 from 300
Change-100 (-33%)
Value$12.3K (-$11.9K)
Filed 2026-10-01
Caitong International Asset Management Co., Ltd
DECREASED
Shares152 from 259
Change-107 (-41%)
Value$9.4K (-$11.5K)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares150
Change+150
Value$9.2K
Filed 2026-10-09
Elevation Wealth Partners, LLC
INCREASED
Shares146 from 25
Change+121 (+484%)
Value$9.0K (+$7.0K)
Filed 2026-10-07
Clark Wealth Partners
NEW
Shares137
Change+137
Value$8.4K
Filed 2026-10-19
Parkside Financial Bank & Trust
NEW
Shares135
Change+135
Value$8.3K
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares129 from 99
Change+30 (+30%)
Value$7.9K (-$44)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares121 from 74
Change+47 (+64%)
Value$7.4K (+$1.5K)
Filed 2026-10-23
Pittenger & Anderson Inc
NEW
Shares100
Change+100
Value$6.2K
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.2K (-$1.9K)
Filed 2026-10-13
Planning Strategies Inc.
INCREASED
Shares98 from 96
Change+2 (+2%)
Value$6.0K (-$1.7K)
Filed 2026-10-02
Wilmington Savings Fund Society, FSB
INCREASED
Shares68 from 3
Change+65 (+2167%)
Value$4.2K (+$3.9K)
Filed 2026-10-23
TD Private Client Wealth LLC
INCREASED
Shares64 from 48
Change+16 (+33%)
Value$3.9K (+$68)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares59
Change+59
Value$3.6K
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares39 from 10
Change+29 (+290%)
Value$2.4K (+$1.6K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares36 from 31
Change+5 (+16%)
Value$2.2K (-$284)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares33
Change+33
Value$2.0K
Filed 2026-10-27
Zions Bancorporation, National Association
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.7K (-$534)
Filed 2026-11-06
SBI Securities Co., Ltd.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.3K (-$401)
Filed 2026-10-22
Bare Financial Services, Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$984 (-$306)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
NEW
Shares14
Change+14
Value$862
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares14
Change+14
Value$861
Filed 2026-10-19
Creative Capital Management Investments LLC
INCREASED
Shares14 from 4
Change+10 (+250%)
Value$861 (+$539)
Filed 2026-10-28
Cromwell Holdings LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$861 (-$268)
Filed 2026-10-28
MV Capital Management, Inc.
DECREASED
Shares13 from 14
Change-1 (-7%)
Value$800 (-$329)
Filed 2026-10-29
Nisa Investment Advisors, LLC
DECREASED
Shares12 from 109
Change-97 (-89%)
Value$738 (-$8.0K)
Filed 2026-10-20
True Wealth Design, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$677 (-$210)
Filed 2026-10-13
Quaker Wealth Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$677 (-$210)
Filed 2026-10-22
James T. Borello RIA
NEW
Shares9
Change+9
Value$554
Filed 2026-10-16
JFS Wealth Advisors, LLC
INCREASED
Shares9 from 4
Change+5 (+125%)
Value$554 (+$231)
Filed 2026-11-03
Burk Holdings LLC
NEW
Shares8
Change+8
Value$492
Filed 2026-11-05
UMB Bank, n.a.
NEW
Shares8
Change+8
Value$492
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares8 from 5
Change+3 (+60%)
Value$492 (+$89)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$493 (-$152)
Filed 2026-10-09
American Capital Advisory, LLC
NEW
Shares7
Change+7
Value$431
Filed 2026-10-28
Birchwood Financial Partners, Inc.
NEW
Shares6
Change+6
Value$369
Filed 2026-11-02
Clearstead Advisors, LLC
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$370 (+$47)
Filed 2026-11-06
Bay Harbor Wealth Management, LLC
INCREASED
Shares4 from 1
Change+3 (+300%)
Value$246 (+$165)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$247 (-$76)
Filed 2026-10-16
Nfsg Corp
NEW
Shares3
Change+3
Value$185
Filed 2026-10-15
Monetary Solutions, Ltd
NEW
Shares3
Change+3
Value$185
Filed 2026-10-22
SJS Investment Consulting Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$185 (-$57)
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares2
Change+2
Value$123
Filed 2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1 from 8
Change-7 (-87%)
Value$62 (-$583)
Filed 2026-10-27
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$62 (-$19)
Filed 2026-10-27
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$62 (-$19)
Filed 2026-10-15
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 71,999
Change-71,999 (-100%)
Value$0 (-$5.8M)
Filed 2026-11-03
Inspire Investing, LLC
CLOSED
Shares0 from 4,775
Change-4,775 (-100%)
Value$0 (-$384.9K)
Filed 2026-10-22
Xponance LLC
CLOSED
Shares0 from 3,163
Change-3,163 (-100%)
Value$0 (-$255.0K)
Filed 2026-11-03
Bourne Lent Asset Management Inc
CLOSED
Shares0 from 3,100
Change-3,100 (-100%)
Value$0 (-$249.9K)
Filed 2026-11-05
Associated Banc-Corp
CLOSED
Shares0 from 2,866
Change-2,866 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-30
CIBC Asset Management Inc
CLOSED
Shares0 from 2,774
Change-2,774 (-100%)
Value$0 (-$223.6K)
Filed 2026-11-05
State of Wyoming
CLOSED
Shares0 from 369
Change-369 (-100%)
Value$0 (-$29.7K)
Filed 2026-10-28
MCF Advisors LLC
CLOSED
Shares0 from 132
Change-132 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-02
Fulcrum Asset Management LLP
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-20
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$807)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$645)
Filed 2026-10-15
Activest Wealth Management
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$484)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$322)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$242)
Filed 2026-10-27
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Abrams Capital Management, L.P.
N/A
Shares— from 32,050,240
Change-32,050,240 (-100%)
Value—
Capital International Investors
N/A
Shares— from 8,803,898
Change-8,803,898 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 4,148,370
Change-4,148,370 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 4,063,339
Change-4,063,339 (-100%)
Value—
Bamco Inc
N/A
Shares— from 2,523,332
Change-2,523,332 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,336,798
Change-2,336,798 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,198,873
Change-2,198,873 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,979,244
Change-1,979,244 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,772,282
Change-1,772,282 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,620,889
Change-1,620,889 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,399,163
Change-1,399,163 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,151,679
Change-1,151,679 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 954,332
Change-954,332 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 883,388
Change-883,388 (-100%)
Value—
Capital World Investors
N/A
Shares— from 831,853
Change-831,853 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 746,596
Change-746,596 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 737,570
Change-737,570 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 729,329
Change-729,329 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 719,088
Change-719,088 (-100%)
Value—
One Madison Group LLC
N/A
Shares— from 690,000
Change-690,000 (-100%)
Value—
Spyglass Capital Management LLC
N/A
Shares— from 611,657
Change-611,657 (-100%)
Value—
Norges Bank
N/A
Shares— from 558,181
Change-558,181 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 453,466
Change-453,466 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 446,598
Change-446,598 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 426,043
Change-426,043 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 366,604
Change-366,604 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 366,256
Change-366,256 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 339,976
Change-339,976 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 312,799
Change-312,799 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 303,776
Change-303,776 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 263,758
Change-263,758 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 235,556
Change-235,556 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 235,448
Change-235,448 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 216,773
Change-216,773 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 203,696
Change-203,696 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 200,191
Change-200,191 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 196,529
Change-196,529 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 190,949
Change-190,949 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 189,976
Change-189,976 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 188,865
Change-188,865 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 168,394
Change-168,394 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 155,435
Change-155,435 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 144,955
Change-144,955 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 137,922
Change-137,922 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 133,293
Change-133,293 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 130,445
Change-130,445 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 126,716
Change-126,716 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 117,944
Change-117,944 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 116,817
Change-116,817 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 99,406
Change-99,406 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 91,424
Change-91,424 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 91,253
Change-91,253 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 90,300
Change-90,300 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 86,031
Change-86,031 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 85,093
Change-85,093 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 75,906
Change-75,906 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 73,548
Change-73,548 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 67,770
Change-67,770 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 67,712
Change-67,712 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 65,700
Change-65,700 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 61,834
Change-61,834 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 60,027
Change-60,027 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 57,439
Change-57,439 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 55,297
Change-55,297 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 53,502
Change-53,502 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 52,497
Change-52,497 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 51,114
Change-51,114 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 50,374
Change-50,374 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 49,784
Change-49,784 (-100%)
Value—
Capital International LTD
N/A
Shares— from 48,044
Change-48,044 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 44,583
Change-44,583 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 43,660
Change-43,660 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 39,127
Change-39,127 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 39,011
Change-39,011 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 38,128
Change-38,128 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 30,364
Change-30,364 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 29,139
Change-29,139 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 28,056
Change-28,056 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,390
Change-26,390 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 26,008
Change-26,008 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 25,817
Change-25,817 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 25,806
Change-25,806 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 25,182
Change-25,182 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 24,454
Change-24,454 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 22,860
Change-22,860 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,716
Change-22,716 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 22,380
Change-22,380 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 21,729
Change-21,729 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 21,206
Change-21,206 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 20,761
Change-20,761 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 20,402
Change-20,402 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 19,918
Change-19,918 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 19,042
Change-19,042 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 18,985
Change-18,985 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 18,767
Change-18,767 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 18,725
Change-18,725 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 17,811
Change-17,811 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 15,598
Change-15,598 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,802
Change-14,802 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 14,515
Change-14,515 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 14,270
Change-14,270 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 13,893
Change-13,893 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 13,668
Change-13,668 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 13,619
Change-13,619 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 13,438
Change-13,438 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,574
Change-12,574 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 12,559
Change-12,559 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,334
Change-11,334 (-100%)
Value—
Allstate Corp
N/A
Shares— from 11,127
Change-11,127 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,001
Change-9,001 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 8,108
Change-8,108 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 6,012
Change-6,012 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,631
Change-5,631 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
Summitry LLC
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,444
Change-3,444 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 686
Change-686 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 660
Change-660 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 454
Change-454 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 452
Change-452 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 443
Change-443 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 296
Change-296 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 285
Change-285 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 270
Change-270 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 251
Change-251 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 224
Change-224 (-100%)
Value—
Quarry LP
N/A
Shares— from 222
Change-222 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 24
Change-24 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 23
Change-23 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wasatch Advisors LP
DECREASED2,631,6123,241,786-610,174-19%$261.3M$161.9M-$99.4M2026-10-13
Dimensional Fund Advisors LP
INCREASED1,024,067864,595+159,472+18%$69.7M$63.0M-$6.7M2026-11-04
Principal Financial Group Inc
NEW827,354—+827,354——$50.9M—2026-11-02
TimesSquare Capital Management, LLC
DECREASED767,234798,575-31,341-4%$64.4M$47.2M-$17.2M2026-11-03
Geode Capital Management, LLC
DECREASED650,534658,166-7,632-1%$53.1M$40.0M-$13.0M2026-11-06
Bank of New York Mellon Corp
DECREASED566,776707,403-140,627-20%$57.0M$34.9M-$22.2M2026-11-05
One Advisory Partners, LLC
UNCHANGED293,319293,31900%$23.6M$18.0M-$5.6M2026-10-22
Daiwa Securities Group Inc.
UNCHANGED203,400203,40000%$16.4M$12.5M-$3.9M2026-10-29
Riverbridge Partners LLC
INCREASED158,569153,080+5,489+4%$12.3M$9.8M-$2.6M2026-11-05
Burkett Financial Services, LLC
UNCHANGED118,000118,00000%$9.5M$7.3M-$2.3M2026-10-01
Brown Capital Management LLC
INCREASED105,42684,816+20,610+24%$6.8M$6.5M-$351.2K2026-10-27
Prospera Financial Services Inc
DECREASED79,21681,687-2,471-3%$6.6M$4.9M-$1.7M2026-11-04
Moody Aldrich Partners LLC
INCREASED68,74465,974+2,770+4%$5.3M$4.2M-$1.1M2026-10-27
Russell Investments Group, Ltd.
INCREASED66,38229,021+37,361+129%$2.3M$4.1M+$1.7M2026-11-06
Barclays PLC
INCREASED63,8707,122+56,748+797%$574.1K$3.9M+$3.4M2026-11-06
Oppenheimer Asset Management Inc.
DECREASED43,56358,212-14,649-25%$4.7M$2.7M-$2.0M2026-10-27
Citigroup Inc
INCREASED39,04838,005+1,043+3%$3.1M$2.4M-$661.4K2026-11-04
Achmea Investment Management B.V.
NEW36,918—+36,918——$2.3M—2026-10-30
Thrive Wealth Management, LLC
INCREASED35,82735,814+13+0%$2.9M$2.2M-$682.9K2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED34,55734,274+283+1%$2.8M$2.1M-$636.9K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED33,83133,703+128+0%$2.7M$2.1M-$635.5K2026-10-27
Clearview Wealth Management LLC
UNCHANGED27,00127,00100%$2.2M$1.7M-$506.5K2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED24,83836,176-11,338-31%$2.9M$1.5M-$1.4M2026-10-30
Creative Planning
INCREASED20,43917,555+2,884+16%$1.4M$1.3M-$157.7K2026-11-02
Renaissance Capital LLC
DECREASED16,63222,473-5,841-26%$1.8M$1.0M-$788.3K2026-10-23
US Bancorp \de\
INCREASED16,49015,654+836+5%$1.3M$1.0M-$247.4K2026-11-05
Oak Thistle LLC
INCREASED15,8202,730+13,090+479%$220.1K$973.2K+$753.2K2026-10-21
State of New Jersey Common Pension Fund D
NEW15,771—+15,771——$970.2K—2026-11-05
Jackson Creek Investment Advisors LLC
NEW15,751—+15,751——$969—2026-11-04
Virginia Retirement Systems ET Al
INCREASED14,15011,650+2,500+21%$939.1K$870.5K-$68.6K2026-10-28
HUB Investment Partners, LLC
NEW12,580—+12,580——$773.9K—2026-11-03
LPL Financial LLC
INCREASED12,09012,008+82+1%$968.0K$743.8K-$224.2K2026-11-06
Arizona State Retirement System
INCREASED9,2269,042+184+2%$728.9K$567.6K-$161.3K2026-11-03
Symmetry Partners, LLC
NEW6,837—+6,837——$420.6K—2026-10-27
Anchyra Partners LLC
NEW6,099—+6,099——$375.2K—2026-10-13
Farther Finance Advisors, LLC
INCREASED5,9901,595+4,395+276%$128.4K$368.5K+$240.1K2026-10-08
Fifth Third Wealth Advisors LLC
NEW5,703—+5,703——$350.8K—2026-10-22
Ethic Inc.
INCREASED5,4224,674+748+16%$376.8K$333.6K-$43.2K2026-11-03
Pictet Asset Management Holding SA
UNCHANGED5,2625,26200%$424.2K$323.7K-$100.5K2026-11-03
Park Capital Management, LLC / WI
NEW5,186—+5,186——$319.0K—2026-10-13
OpenArc Corporate Advisory, LLC
NEW5,070—+5,070——$311.9K—2026-10-21
Atria Investments, Inc
INCREASED4,7142,633+2,081+79%$212.2K$290.0K+$77.8K2026-10-15
Commonwealth Financial Services, LLC
NEW4,460—+4,460——$274.4K—2026-10-20
Axxcess Wealth Management, LLC
NEW4,416—+4,416——$271.7K—2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED4,3783,622+756+21%$264.7K$269.8K+$5.0K2026-10-13
SteelPeak Wealth, LLC
NEW4,311—+4,311——$265.2K—2026-10-16
Imc-Chicago, LLC
NEW4,304—+4,304——$264.8K—2026-11-05
Yorktown Management & Research Co Inc
NEW4,250—+4,250——$261.5K—2026-10-28
Cyndeo Wealth Partners, LLC
NEW4,176—+4,176——$256.9K—2026-10-16
Deutsche Bank Ag\
INCREASED4,0962,345+1,751+75%$189.0K$252.0K+$63.0K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED4,0065,247-1,241-24%$423.0K$246-$422.8K2026-11-02
Huntleigh Advisors, Inc.
INCREASED3,9093,864+45+1%$311.5K$240.5K-$71.0K2026-11-03
Hudson Edge Investment Partners Inc.
NEW3,899—+3,899——$245.6K—2026-10-28
Paragon Advisors, LLC
NEW3,799—+3,799——$233.7K—2026-11-03
Occidental Asset Management, LLC
NEW3,708—+3,708——$228.1K—2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED3,6104,162-552-13%$331.9K$222.1K-$109.8K2026-10-13
SAX Wealth Advisors, LLC
NEW3,507—+3,507——$215.8K—2026-10-13
VestGen Advisors, LLC
NEW3,427—+3,427——$210.8K—2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED3,3233,346-23-1%$269.7K$204.4K-$65.3K2026-10-19
Gerald Baker Financial Group LLC
UNCHANGED3,3003,30000%$266.0K$203.0K-$63.0K2026-10-09
Parallel Advisors, LLC
INCREASED3,117392+2,725+695%$31.6K$191.8K+$160.2K2026-11-03
Nykredit A/S
INCREASED2,632415+2,217+534%$33.5K$161.9K+$128.5K2026-11-06
Fortitude Family Office, LLC
INCREASED2,21110+2,201+22010%$806$136.0K+$135.2K2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED1,5851,445+140+10%$116.5K$97.5K-$19.0K2026-10-20
KBC Group NV
UNCHANGED1,4471,44700%$117.0K$89-$116.9K2026-10-22
Fifth Third Bancorp
INCREASED1,3271,264+63+5%$101.9K$81.6K-$20.2K2026-11-05
Sterling Capital Management LLC
DECREASED1,25918,337-17,078-93%$1.5M$77.5K-$1.4M2026-10-22
Covestor Ltd
DECREASED1,0441,139-95-8%$92.0K$64-$91.9K2026-10-30
PNC Financial Services Group, Inc.
DECREASED9911,148-157-14%$92.5K$61.0K-$31.6K2026-11-06
DekaBank Deutsche Girozentrale
NEW812—+812——$51—2026-10-27
Simplex Trading, LLC
NEW778—+778——$47.9K—2026-11-04
EverSource Wealth Advisors, LLC
INCREASED763189+574+304%$15.2K$46.9K+$31.7K2026-11-04
University of Texas S AM Investment Management Co
UNCHANGED70870800%$57.1K$43.6K-$13.5K2026-11-03
Birch Financial Group, LLC
NEW636—+636——$39.1K—2026-10-27
Strs Ohio
DECREASED605929-324-35%$74.9K$37.2K-$37.7K2026-10-30
Gamma Investing LLC
INCREASED490294+196+67%$23.7K$30.1K+$6.4K2026-10-08
Allworth Financial LP
INCREASED431428+3+1%$34.5K$34.7K+$2412026-11-06
Eurizon Capital SGR S.p.A.
NEW428—+428——$27.2K—2026-11-06
Natixis
INCREASED427419+8+2%$33.8K$26.3K-$7.5K2026-11-06
Salomon & Ludwin, LLC
UNCHANGED26026000%$20.9K$16.0K-$4.9K2026-10-29
Versant Capital Management, Inc
NEW238—+238——$14.6K—2026-10-02
MassMutual Private Wealth & Trust, FSB
INCREASED237233+4+2%$18.8K$14.6K-$4.2K2026-10-05
Roxbury Financial LLC
DECREASED200300-100-33%$24.2K$12.3K-$11.9K2026-10-01
Caitong International Asset Management Co., Ltd
DECREASED152259-107-41%$20.9K$9.4K-$11.5K2026-10-29
GK Wealth Management LLC
NEW150—+150——$9.2K—2026-10-09
Elevation Wealth Partners, LLC
INCREASED14625+121+484%$2.0K$9.0K+$7.0K2026-10-07
Clark Wealth Partners
NEW137—+137——$8.4K—2026-10-19
Parkside Financial Bank & Trust
NEW135—+135——$8.3K—2026-10-27
Larson Financial Group LLC
INCREASED12999+30+30%$8.0K$7.9K-$442026-11-05
Signaturefd, LLC
INCREASED12174+47+64%$6.0K$7.4K+$1.5K2026-10-23
Pittenger & Anderson Inc
NEW100—+100——$6.2K—2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED10010000%$8.1K$6.2K-$1.9K2026-10-13
Planning Strategies Inc.
INCREASED9896+2+2%$7.7K$6.0K-$1.7K2026-10-02
Wilmington Savings Fund Society, FSB
INCREASED683+65+2167%$242$4.2K+$3.9K2026-10-23
TD Private Client Wealth LLC
INCREASED6448+16+33%$3.9K$3.9K+$682026-10-28
Root Financial Partners, LLC
NEW59—+59——$3.6K—2026-10-21
Rossby Financial, LCC
INCREASED3910+29+290%$806$2.4K+$1.6K2026-11-05
Assetmark, Inc
INCREASED3631+5+16%$2.5K$2.2K-$2842026-10-21
William Mack & Associates, Inc.
NEW33—+33——$2.0K—2026-10-27
Zions Bancorporation, National Association
UNCHANGED282800%$2.3K$1.7K-$5342026-11-06
SBI Securities Co., Ltd.
UNCHANGED212100%$1.7K$1.3K-$4012026-10-22
Bare Financial Services, Inc
UNCHANGED161600%$1.3K$984-$3062026-11-04
Physician Wealth Advisors, Inc.
NEW14—+14——$862—2026-10-20
UMB Private Wealth Management, LLC
NEW14—+14——$861—2026-10-19
Creative Capital Management Investments LLC
INCREASED144+10+250%$322$861+$5392026-10-28
Cromwell Holdings LLC
UNCHANGED141400%$1.1K$861-$2682026-10-28
MV Capital Management, Inc.
DECREASED1314-1-7%$1.1K$800-$3292026-10-29
Nisa Investment Advisors, LLC
DECREASED12109-97-89%$8.8K$738-$8.0K2026-10-20
True Wealth Design, LLC
UNCHANGED111100%$887$677-$2102026-10-13
Quaker Wealth Management, LLC
UNCHANGED111100%$887$677-$2102026-10-22
James T. Borello RIA
NEW9—+9——$554—2026-10-16
JFS Wealth Advisors, LLC
INCREASED94+5+125%$323$554+$2312026-11-03
Burk Holdings LLC
NEW8—+8——$492—2026-11-05
UMB Bank, n.a.
NEW8—+8——$492—2026-11-06
Silver Grove Financial Group, Inc.
INCREASED85+3+60%$403$492+$892026-11-05
Marquette Asset Management, LLC
UNCHANGED8800%$645$493-$1522026-10-09
American Capital Advisory, LLC
NEW7—+7——$431—2026-10-28
Birchwood Financial Partners, Inc.
NEW6—+6——$369—2026-11-02
Clearstead Advisors, LLC
INCREASED64+2+50%$323$370+$472026-11-06
Bay Harbor Wealth Management, LLC
INCREASED41+3+300%$81$246+$1652026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED4400%$323$247-$762026-10-16
Nfsg Corp
NEW3—+3——$185—2026-10-15
Monetary Solutions, Ltd
NEW3—+3——$185—2026-10-22
SJS Investment Consulting Inc.
UNCHANGED3300%$242$185-$572026-10-26
Elyxium Wealth, LLC
NEW2—+2——$123—2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED2200%$0$0$02026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED18-7-87%$645$62-$5832026-10-27
DecisionPoint Financial, LLC
UNCHANGED1100%$81$62-$192026-10-27
3 Factor Indexing, LLC
UNCHANGED1100%$81$62-$192026-10-15
Capricorn Fund Managers Ltd
CLOSED071,999-71,999-100%$5.8M$0-$5.8M2026-11-03
Inspire Investing, LLC
CLOSED04,775-4,775-100%$384.9K$0-$384.9K2026-10-22
Xponance LLC
CLOSED03,163-3,163-100%$255.0K$0-$255.0K2026-11-03
Bourne Lent Asset Management Inc
CLOSED03,100-3,100-100%$249.9K$0-$249.9K2026-11-05
Associated Banc-Corp
CLOSED02,866-2,866-100%$231.0K$0-$231.0K2026-10-30
CIBC Asset Management Inc
CLOSED02,774-2,774-100%$223.6K$0-$223.6K2026-11-05
State of Wyoming
CLOSED0369-369-100%$29.7K$0-$29.7K2026-10-28
MCF Advisors LLC
CLOSED0132-132-100%$10.6K$0-$10.6K2026-10-28
International Assets Investment Management, LLC
CLOSED0120-120-100%$9.6K$0-$9.6K2026-11-02
Fulcrum Asset Management LLP
CLOSED060-60-100%$4.8K$0-$4.8K2026-11-04
Owl Creek Wealth Partners LLC
CLOSED055-55-100%$4.4K$0-$4.4K2026-10-20
Acumen Wealth Advisors, LLC
CLOSED010-10-100%$807$0-$8072026-11-05
AdvisorNet Financial, Inc
CLOSED08-8-100%$645$0-$6452026-10-15
Activest Wealth Management
CLOSED06-6-100%$484$0-$4842026-10-15
Plante Moran Financial Advisors, LLC
CLOSED04-4-100%$322$0-$3222026-11-04
Cassaday & Co Wealth Management LLC
CLOSED03-3-100%$242$0-$2422026-10-27
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Abrams Capital Management, L.P.
N/A—32,050,240-32,050,240-100%$2.6B———
Capital International Investors
N/A—8,803,898-8,803,898-100%$709.7M———
T. Rowe Price Investment Management, Inc.
N/A—4,148,370-4,148,370-100%$334.4M———
Wellington Management Group LLP
N/A—4,063,339-4,063,339-100%$327.5M———
Bamco Inc
N/A—2,523,332-2,523,332-100%$203.4M———
State Street Corp
N/A—2,336,798-2,336,798-100%$188.4M———
BlackRock, Inc.
N/A—2,198,873-2,198,873-100%$177.3M———
Vanguard Capital Management LLC
N/A—1,979,244-1,979,244-100%$159.5M———
Vanguard Portfolio Management LLC
N/A—1,772,282-1,772,282-100%$142.9M———
Federated Hermes, Inc.
N/A—1,620,889-1,620,889-100%$130.7M———
UBS Group AG
N/A—1,399,163-1,399,163-100%$112.8M———
Morgan Stanley
N/A—1,151,679-1,151,679-100%$92.8M———
JPMorgan Chase & Co
N/A—954,332-954,332-100%$76.3M———
Invesco Ltd.
N/A—883,388-883,388-100%$71.2M———
Capital World Investors
N/A—831,853-831,853-100%$67.1M———
Goldman Sachs Group Inc
N/A—746,596-746,596-100%$60.2M———
Artisan Partners Limited Partnership
N/A—737,570-737,570-100%$59.5M———
Price T Rowe Associates Inc
N/A—729,329-729,329-100%$58.8M———
Geneva Capital Management LLC
N/A—719,088-719,088-100%$58.0M———
One Madison Group LLC
N/A—690,000-690,000-100%$55.6M———
Spyglass Capital Management LLC
N/A—611,657-611,657-100%$49.3M———
Norges Bank
N/A—558,181-558,181-100%$45.0M———
Bank of America Corp
N/A—453,466-453,466-100%$36.6M———
Fred Alger Management, LLC
N/A—446,598-446,598-100%$36.0M———
Jupiter Topco LLC
N/A—426,043-426,043-100%$34.3M———
Charles Schwab Investment Management Inc
N/A—366,604-366,604-100%$29.6M———
Gilder Gagnon Howe & Co LLC
N/A—366,256-366,256-100%$29.5M———
Select Equity Group, L.P.
N/A—339,976-339,976-100%$27.4M———
Silvercrest Asset Management Group LLC
N/A—312,799-312,799-100%$25.2M———
Alyeska Investment Group, L.P.
N/A—303,776-303,776-100%$24.5M———
New York State Common Retirement Fund
N/A—263,758-263,758-100%$21.3M———
Nomura Asset Management International Inc.
N/A—235,556-235,556-100%$19.0M———
Vanguard Fiduciary Trust Co
N/A—235,448-235,448-100%$19.0M———
Loomis Sayles & Co L P
N/A—216,773-216,773-100%$17.5M———
Raymond James Financial Inc
N/A—203,696-203,696-100%$16.4M———
Royal Bank of Canada
N/A—200,191-200,191-100%$16.1M———
Zimmer Partners, LP
N/A—200,000-200,000-100%$16.1M———
Cerity Partners LLC
N/A—196,529-196,529-100%$15.8M———
Northern Trust Corp
N/A—190,949-190,949-100%$15.4M———
SEI Investments Co
N/A—189,976-189,976-100%$15.3M———
Osterweis Capital Management Inc
N/A—188,865-188,865-100%$15.2M———
Citadel Advisors LLC
N/A—168,394-168,394-100%$13.6M———
Susquehanna International Group, LLP
N/A—155,435-155,435-100%$12.5M———
First Manhattan Co. Llc.
N/A—144,955-144,955-100%$11.7M———
Jane Street Group, LLC
N/A—137,922-137,922-100%$11.1M———
Blackstone Inc.
N/A—133,293-133,293-100%$10.7M———
Woodline Partners LP
N/A—130,445-130,445-100%$10.5M———
TD Asset Management Inc
N/A—126,716-126,716-100%$10.2M———
Millennium Management LLC
N/A—117,944-117,944-100%$9.5M———
Next Century Growth Investors LLC
N/A—116,817-116,817-100%$9.4M———
Ghisallo Capital Management LLC
N/A—100,000-100,000-100%$8.1M———
Seven Grand Managers, LLC
N/A—100,000-100,000-100%$8.1M———
FMR LLC
N/A—99,406-99,406-100%$8.0M———
Nuveen, LLC
N/A—91,424-91,424-100%$7.4M———
Jain Global LLC
N/A—91,253-91,253-100%$7.4M———
Neuberger Berman Group LLC
N/A—90,300-90,300-100%$7.3M———
First Trust Advisors LP
N/A—86,031-86,031-100%$6.9M———
Chilton Investment Co Inc.
N/A—85,093-85,093-100%$6.9M———
HRT Financial LP
N/A—75,906-75,906-100%$6.1M———
Squarepoint Ops LLC
N/A—73,548-73,548-100%$5.9M———
Gotham Asset Management, LLC
N/A—67,770-67,770-100%$5.5M———
Franklin Resources Inc
N/A—67,712-67,712-100%$5.5M———
Swiss National Bank
N/A—65,700-65,700-100%$5.3M———
Jump Financial, LLC
N/A—61,834-61,834-100%$5.0M———
Grandeur Peak Global Advisors, LLC
N/A—60,027-60,027-100%$4.8M———
Pathstone Holdings, LLC
N/A—57,439-57,439-100%$4.6M———
UBS Asset Management Americas LLC
N/A—55,297-55,297-100%$4.5M———
BNP Paribas Financial Markets
N/A—53,502-53,502-100%$4.3M———
Envestnet Asset Management Inc
N/A—52,497-52,497-100%$4.2M———
Capital International Sarl
N/A—51,114-51,114-100%$4.1M———
XTX Topco Ltd
N/A—50,374-50,374-100%$4.1M———
Aquatic Capital Management LLC
N/A—49,784-49,784-100%$4.0M———
Capital International LTD
N/A—48,044-48,044-100%$3.9M———
Wells Fargo & Company
N/A—44,583-44,583-100%$3.6M———
Odyssean, LLC
N/A—43,660-43,660-100%$3.5M———
Rhumbline Advisers
N/A—39,127-39,127-100%$3.2M———
California State Teachers Retirement System
N/A—39,011-39,011-100%$3.1M———
Marshall Wace, LLP
N/A—38,128-38,128-100%$3.1M———
Dark Forest Capital Management LP
N/A—30,364-30,364-100%$2.4M———
Legal & General Group Plc
N/A—29,139-29,139-100%$2.3M———
Quantinno Capital Management LP
N/A—28,056-28,056-100%$2.3M———
Beck Mack & Oliver LLC
N/A—27,000-27,000-100%$2.2M———
Jones Financial Companies Lllp
N/A—26,390-26,390-100%$2.1M———
State of Wisconsin Investment Board
N/A—26,008-26,008-100%$2.1M———
Manufacturers Life Insurance Company, the
N/A—25,817-25,817-100%$2.1M———
Vanguard Asset Management, Ltd
N/A—25,806-25,806-100%$2.1M———
Natixis Advisors, LLC
N/A—25,182-25,182-100%$2.0M———
Longaeva Partners L.P.
N/A—24,454-24,454-100%$2.0M———
Ameriprise Financial Inc
N/A—22,860-22,860-100%$1.8M———
Cetera Investment Advisers
N/A—22,716-22,716-100%$1.8M———
Stifel Financial Corp
N/A—22,380-22,380-100%$1.8M———
Renaissance Technologies LLC
N/A—21,800-21,800-100%$1.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—21,729-21,729-100%$1.8M———
Teachers Retirement System of the State of Kentucky
N/A—21,206-21,206-100%$1.7M———
State Board of Administration of Florida Retirement System
N/A—20,761-20,761-100%$1.7M———
Victory Capital Management Inc
N/A—20,402-20,402-100%$1.6M———
Police & Firemen's Retirement System of New Jersey
N/A—19,918-19,918-100%$1.6M———
SummitTX Capital, L.P.
N/A—19,042-19,042-100%$1.5M———
Empowered Funds, LLC
N/A—18,985-18,985-100%$1.5M———
Treasurer of the State of North Carolina
N/A—18,767-18,767-100%$1.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—18,725-18,725-100%$1.5M———
Winton Group Ltd
N/A—18,600-18,600-100%$1.5M———
PDT Partners, LLC
N/A—17,811-17,811-100%$1.4M———
Glenmede Trust Co NA
N/A—15,598-15,598-100%$1.3M———
AQR Capital Management LLC
N/A—14,802-14,802-100%$1.2M———
KLP Kapitalforvaltning AS
N/A—14,800-14,800-100%$1.2M———
ExodusPoint Capital Management, LP
N/A—14,515-14,515-100%$1.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—14,270-14,270-100%$1.2M———
Capital International, Inc.
N/A—13,893-13,893-100%$1.1M———
Summit Trail Advisors, LLC
N/A—13,668-13,668-100%$1.1M———
Vanguard Global Advisers, LLC
N/A—13,619-13,619-100%$1.1M———
Nomura Holdings Inc
N/A—13,438-13,438-100%$1.1M———
Captrust Financial Advisors
N/A—12,574-12,574-100%$1.0M———
Public Employees Retirement System of Ohio
N/A—12,559-12,559-100%$1.0M———
Alliancebernstein L.P.
N/A—11,334-11,334-100%$649.3K———
Allstate Corp
N/A—11,127-11,127-100%$896.9K———
Peak6 LLC
N/A—10,900-10,900-100%$878.6K———
GoodHaven Capital Management, LLC
N/A—10,000-10,000-100%$806.1K———
Bridgefront Capital, LLC
N/A—9,497-9,497-100%$765.6K———
NewEdge Advisors, LLC
N/A—9,001-9,001-100%$725.6K———
Boothbay Fund Management, LLC
N/A—8,854-8,854-100%$713.7K———
D. E. Shaw & Co., Inc.
N/A—8,830-8,830-100%$711.8K———
Vanguard Investments Australia, Ltd.
N/A—8,108-8,108-100%$653.6K———
Vident Advisory, LLC
N/A—8,022-8,022-100%$646.7K———
Connable Office Inc
N/A—7,056-7,056-100%$568.8K———
Rafferty Asset Management, LLC
N/A—6,646-6,646-100%$535.7K———
Fieldview Capital Management, LLC
N/A—6,012-6,012-100%$484.6K———
Brevan Howard Capital Management LP
N/A—5,849-5,849-100%$471.5K———
Fourth Dimension Wealth, LLC
N/A—5,841-5,841-100%$470.8K———
Orion Porfolio Solutions, LLC
N/A—5,631-5,631-100%$453.9K———
Capital Group Investment Management Pte. Ltd.
N/A—5,120-5,120-100%$412.7K———
Virtu Financial LLC
N/A—4,974-4,974-100%$401.0K———
Waverly Advisors, LLC
N/A—4,719-4,719-100%$380.4K———
Integrated Wealth Concepts LLC
N/A—4,653-4,653-100%$375.1K———
Summitry LLC
N/A—4,426-4,426-100%$356.8K———
FOX RUN Management, L.L.C.
N/A—4,017-4,017-100%$323.8K———
HSBC Holdings PLC
N/A—3,839-3,839-100%$309.2K———
SG Americas Securities, LLC
N/A—3,779-3,779-100%$305.0K———
Planning Directions Inc
N/A—3,572-3,572-100%$287.9K———
Janney Montgomery Scott LLC
N/A—3,444-3,444-100%$278.0K———
AXQ Capital, LP
N/A—3,382-3,382-100%$272.6K———
Voya Investment Management LLC
N/A—3,371-3,371-100%$271.7K———
Quent Capital, LLC
N/A—3,171-3,171-100%$255.6K———
Evolve Private Wealth, LLC
N/A—2,988-2,988-100%$240.9K———
Knollwood Investment Advisory, LLC
N/A—2,877-2,877-100%$231.9K———
M&T Bank Corp
N/A—2,817-2,817-100%$226.9K———
Frec Markets, Inc.
N/A—2,658-2,658-100%$214.3K———
Qsemble Capital Management, LP
N/A—2,503-2,503-100%$201.8K———
RiverPark Advisors, LLC
N/A—1,540-1,540-100%$124.1K———
Federation des caisses Desjardins du Quebec
N/A—1,533-1,533-100%$123.6K———
Neo Ivy Capital Management
N/A—1,247-1,247-100%$100.5K———
Aster Capital Management (Difc) Ltd
N/A—1,003-1,003-100%$80.9K———
MetLife Investment Management, LLC
N/A—719-719-100%$58.0K———
Danske Bank A/S
N/A—686-686-100%$55.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—660-660-100%$53.2K———
Global Retirement Partners, LLC
N/A—463-463-100%$37.3K———
BNP Paribas Asset Management Holding S.A.
N/A—454-454-100%$36.6K———
Osaic Holdings, Inc.
N/A—452-452-100%$36.4K———
Arax Advisory Partners
N/A—443-443-100%$35.7K———
Harbour Investments, Inc.
N/A—301-301-100%$24.3K———
Quantbot Technologies LP
N/A—296-296-100%$23.9K———
Silicon Valley Capital Partners
N/A—285-285-100%$23.0K———
Bessemer Group Inc
N/A—270-270-100%$22———
Rockefeller Capital Management L.P.
N/A—251-251-100%$20.2K———
Whittier Trust Co
N/A—224-224-100%$18.2K———
Quarry LP
N/A—222-222-100%$17.9K———
Whittier Trust Co of Nevada Inc
N/A—150-150-100%$11.7K———
Bogart Wealth, LLC
N/A—58-58-100%$4.7K———
Tower Research Capital LLC (TRC)
N/A—24-24-100%$1.9K———
Fiduciary Financial Advisors
N/A—23-23-100%$1.8K———
CVA Family Office, LLC
N/A—14-14-100%$1.1K———
Rothschild Investment LLC
N/A—12-12-100%$967———
Keating Financial Advisory Services, Inc.
N/A—12-12-100%$967———
Transamerica Financial Advisors, LLC
N/A—7-7-100%$564———
HFM Investment Advisors, LLC
N/A—6-6-100%$484———
LRI Investments, LLC
N/A—2-2-100%$161———
SHP Wealth Management
N/A—2-2-100%$161———
Ross\johnson & Associates LLC
N/A—1-1-100%$81———
Dunhill Financial, LLC
N/A—1-1-100%$81———
Showing 325 of 325 institutions