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Marcus & Millichap Inc (MMI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Pzena Investment Management LLC
DECREASED
Shares2,101,884 from 2,141,001
Change-39,117 (-2%)
Value$59.8M (-$6.9M)
Filed 2026-10-30
Dimensional Fund Advisors LP
INCREASED
Shares1,500,790 from 1,489,218
Change+11,572 (+1%)
Value$42.7M (-$3.7M)
Filed 2026-11-04
Tributary Capital Management, LLC
DECREASED
Shares710,051 from 740,631
Change-30,580 (-4%)
Value$20.2M (-$2.9M)
Filed 2026-10-28
Geode Capital Management, LLC
DECREASED
Shares638,965 from 659,314
Change-20,349 (-3%)
Value$18.2M (-$2.4M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares187,336 from 188,990
Change-1,654 (-1%)
Value$5.3M (-$561.1K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares161,352 from 165,361
Change-4,009 (-2%)
Value$4.6M (-$563.8K)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares106,753 from 113,280
Change-6,527 (-6%)
Value$3.0M (-$493.8K)
Filed 2026-11-02
Deprince Race & Zollo Inc
DECREASED
Shares87,940 from 183,095
Change-95,155 (-52%)
Value$2.5M (-$3.2M)
Filed 2026-10-13
Deutsche Bank Ag\
DECREASED
Shares65,048 from 83,232
Change-18,184 (-22%)
Value$1.9M (-$743.7K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares58,393 from 49,329
Change+9,064 (+18%)
Value$1.7M (+$123.7K)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
DECREASED
Shares35,868 from 41,266
Change-5,398 (-13%)
Value$1.0M (-$265.8K)
Filed 2026-11-05
New York State Teachers Retirement System
INCREASED
Shares32,238 from 23,728
Change+8,510 (+36%)
Value$917 (-$739.1K)
Filed 2026-10-22
Barclays PLC
DECREASED
Shares31,892 from 39,277
Change-7,385 (-19%)
Value$907.3K (-$316.9K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares30,872 from 31,101
Change-229 (-1%)
Value$878.3K (-$91.1K)
Filed 2026-11-06
Inspire Investing, LLC
INCREASED
Shares22,455 from 21,780
Change+675 (+3%)
Value$638.8K (-$40.0K)
Filed 2026-10-22
Savant Capital, LLC
NEW
Shares18,289
Change+18,289
Value$520.3K
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,905 from 14,901
Change+4 (+0%)
Value$428.7K (-$28.5K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares14,206 from 15,393
Change-1,187 (-8%)
Value$404 (-$479.6K)
Filed 2026-11-05
Park Capital Management, LLC / WI
NEW
Shares13,531
Change+13,531
Value$385.0K
Filed 2026-10-13
Illinois Municipal Retirement Fund
INCREASED
Shares12,535 from 11,812
Change+723 (+6%)
Value$356.6K (-$11.6K)
Filed 2026-11-05
CenterBook Partners LP
NEW
Shares11,385
Change+11,385
Value$323.9K
Filed 2026-11-02
Anchyra Partners LLC
NEW
Shares11,007
Change+11,007
Value$313.1K
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares10,605 from 11,121
Change-516 (-5%)
Value$301.7K (-$44.9K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
NEW
Shares10,189
Change+10,189
Value$289.9K
Filed 2026-10-20
SteelPeak Wealth, LLC
NEW
Shares9,656
Change+9,656
Value$275.0K
Filed 2026-10-16
Louisiana State Employees Retirement System
DECREASED
Shares9,500 from 10,300
Change-800 (-8%)
Value$270.3K (-$50.8K)
Filed 2026-10-20
Symmetry Partners, LLC
NEW
Shares9,457
Change+9,457
Value$269.1K
Filed 2026-10-27
Linden Thomas Advisory Services, LLC
DECREASED
Shares8,146 from 8,156
Change-10 (0%)
Value$231.8K (-$22.5K)
Filed 2026-10-19
Evergreen Capital Management LLC
INCREASED
Shares7,918 from 7,669
Change+249 (+3%)
Value$227.2K (-$11.9K)
Filed 2026-10-23
Investors Research Corp
UNCHANGED
Shares7,275 from 7,275
Change0 (0%)
Value$207.0K (-$19.8K)
Filed 2026-10-07
US Bancorp \de\
DECREASED
Shares7,192 from 9,906
Change-2,714 (-27%)
Value$204.6K (-$104.2K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares6,898 from 1,798
Change+5,100 (+284%)
Value$198.0K (+$141.9K)
Filed 2026-10-20
State of Wyoming
INCREASED
Shares6,801 from 2,464
Change+4,337 (+176%)
Value$193.5K (+$116.7K)
Filed 2026-10-28
Strs Ohio
INCREASED
Shares6,000 from 4,200
Change+1,800 (+43%)
Value$170.7K (+$39.8K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares5,445 from 4,634
Change+811 (+18%)
Value$154.9K (+$10.5K)
Filed 2026-10-08
State of Alaska, Department of Revenue
DECREASED
Shares5,361 from 7,720
Change-2,359 (-31%)
Value$151 (-$239.8K)
Filed 2026-10-15
Oregon Public Employees Retirement Fund
DECREASED
Shares5,032 from 5,332
Change-300 (-6%)
Value$143.2K (-$23.0K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares3,660 from 5,509
Change-1,849 (-34%)
Value$104.1K (-$67.6K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares3,009 from 11,476
Change-8,467 (-74%)
Value$85.6K (-$272.1K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares2,200 from 10
Change+2,190 (+21900%)
Value$62.6K (+$62.3K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares1,728 from 1,145
Change+583 (+51%)
Value$49.2K (+$13.5K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares1,664 from 935
Change+729 (+78%)
Value$47.3K (+$18.2K)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares1,512 from 1,512
Change0 (0%)
Value$43.0K (-$4.1K)
Filed 2026-10-02
Allworth Financial LP
UNCHANGED
Shares1,491 from 1,491
Change0 (0%)
Value$46.5K ($0)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares842 from 645
Change+197 (+31%)
Value$24.0K (+$3.9K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares802 from 835
Change-33 (-4%)
Value$22.8K (-$3.2K)
Filed 2026-10-20
Compass Financial Management LLC
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$22.8K (-$2.0K)
Filed 2026-10-30
UMB Bank, n.a.
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$21.7K (-$2.1K)
Filed 2026-11-06
Heritage Family Offices, LLP
NEW
Shares701
Change+701
Value$19.9K
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$19.7K (-$1.9K)
Filed 2026-10-16
Nykredit A/S
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$14.8K (-$1.4K)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares449 from 465
Change-16 (-3%)
Value$12.8K (-$1.7K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares437 from 258
Change+179 (+69%)
Value$12.4K (+$4.4K)
Filed 2026-10-26
Covestor Ltd
DECREASED
Shares338 from 358
Change-20 (-6%)
Value$9 (-$2)
Filed 2026-10-30
Essential Partners LLC
INCREASED
Shares294 from 290
Change+4 (+1%)
Value$8.4K (-$675)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
DECREASED
Shares277 from 432
Change-155 (-36%)
Value$7.9K (-$5.6K)
Filed 2026-10-29
Salomon & Ludwin, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$7.6K (-$871)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
NEW
Shares225
Change+225
Value$6.4K
Filed 2026-10-27
Proathlete Wealth Management LLC
NEW
Shares181
Change+181
Value$5.1K
Filed 2026-10-15
Larson Financial Group LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$4.5K (-$427)
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares135
Change+135
Value$3.8K
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares135 from 111
Change+24 (+22%)
Value$3.8K (+$381)
Filed 2026-10-27
Signaturefd, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$3.3K (-$313)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares104
Change+104
Value$3.0K
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares80 from 50
Change+30 (+60%)
Value$2.3K (+$717)
Filed 2026-10-27
True Wealth Design, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$2.2K (-$210)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
NEW
Shares50
Change+50
Value$1.4K
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares40 from 18
Change+22 (+122%)
Value$1.1K (+$576)
Filed 2026-10-20
Bare Financial Services, Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.1K (-$106)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares37
Change+37
Value$1.1K
Filed 2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$854 (-$81)
Filed 2026-10-15
Clark Wealth Partners
NEW
Shares28
Change+28
Value$804
Filed 2026-10-19
Clearstead Advisors, LLC
DECREASED
Shares27 from 52
Change-25 (-48%)
Value$769 (-$853)
Filed 2026-11-06
Farmers & Merchants Investments Inc
INCREASED
Shares24 from 15
Change+9 (+60%)
Value$683 (+$215)
Filed 2026-10-22
CoreCap Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$569 (-$54)
Filed 2026-10-08
Bell Investment Advisors, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$569 (-$55)
Filed 2026-10-29
Ascentis Wealth Management, LLC
NEW
Shares16
Change+16
Value$455
Filed 2026-11-03
Zions Bancorporation, National Association
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$427 (-$41)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$427 (-$41)
Filed 2026-10-05
Valley National Advisers Inc
NEW
Shares13
Change+13
Value$370
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares13
Change+13
Value$370
Filed 2026-10-19
Gilpin Wealth Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$370 (-$36)
Filed 2026-10-09
Financial Consulate, Inc
NEW
Shares2
Change+2
Value$57
Filed 2026-10-23
Davis Capital Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$28 (-$3)
Filed 2026-10-08
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$28 (-$3)
Filed 2026-10-30
Hofer & Associates. Inc
CLOSED
Shares0 from 8,344
Change-8,344 (-100%)
Value$0 (-$260.1K)
Filed 2026-10-13
MacKenzie Financial Corp
CLOSED
Shares0 from 6,872
Change-6,872 (-100%)
Value$0 (-$214.2K)
Filed 2026-11-02
CX Institutional
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$5)
Filed 2026-10-02
Stone House Investment Management, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$748)
Filed 2026-10-23
Evolution Advisers, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 ($0)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$218)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$62)
Filed 2026-10-07
BlackRock, Inc.
N/A
Shares— from 3,618,887
Change-3,618,887 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,491,466
Change-2,491,466 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,285,406
Change-2,285,406 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,020,602
Change-1,020,602 (-100%)
Value—
State Street Corp
N/A
Shares— from 949,388
Change-949,388 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 551,097
Change-551,097 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 472,278
Change-472,278 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 470,019
Change-470,019 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 404,677
Change-404,677 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 272,747
Change-272,747 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 256,122
Change-256,122 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 210,000
Change-210,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 200,173
Change-200,173 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 182,843
Change-182,843 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 178,899
Change-178,899 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 170,147
Change-170,147 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 154,405
Change-154,405 (-100%)
Value—
UBS Group AG
N/A
Shares— from 154,306
Change-154,306 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 128,439
Change-128,439 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 127,219
Change-127,219 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 123,908
Change-123,908 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 109,466
Change-109,466 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 93,691
Change-93,691 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 87,400
Change-87,400 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 85,595
Change-85,595 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 83,576
Change-83,576 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 83,431
Change-83,431 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 82,106
Change-82,106 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 80,503
Change-80,503 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 79,750
Change-79,750 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 74,566
Change-74,566 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 70,114
Change-70,114 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 66,369
Change-66,369 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 65,084
Change-65,084 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 61,117
Change-61,117 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 60,870
Change-60,870 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 57,275
Change-57,275 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 55,518
Change-55,518 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 54,691
Change-54,691 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 52,497
Change-52,497 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 45,800
Change-45,800 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 39,235
Change-39,235 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 38,557
Change-38,557 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 34,999
Change-34,999 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,239
Change-34,239 (-100%)
Value—
FMR LLC
N/A
Shares— from 33,584
Change-33,584 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 33,130
Change-33,130 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 30,902
Change-30,902 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 24,737
Change-24,737 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 24,340
Change-24,340 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 24,147
Change-24,147 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 23,670
Change-23,670 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 21,972
Change-21,972 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 21,334
Change-21,334 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 20,453
Change-20,453 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 19,101
Change-19,101 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 18,742
Change-18,742 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 18,642
Change-18,642 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,268
Change-17,268 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 16,851
Change-16,851 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 16,677
Change-16,677 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,746
Change-15,746 (-100%)
Value—
Varcov Co.
N/A
Shares— from 15,342
Change-15,342 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 14,980
Change-14,980 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 14,061
Change-14,061 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 14,048
Change-14,048 (-100%)
Value—
Allstate Corp
N/A
Shares— from 13,427
Change-13,427 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,124
Change-13,124 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,674
Change-12,674 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 11,495
Change-11,495 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 11,114
Change-11,114 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 11,089
Change-11,089 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 10,932
Change-10,932 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 10,880
Change-10,880 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 10,727
Change-10,727 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 10,620
Change-10,620 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 10,151
Change-10,151 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 9,693
Change-9,693 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 8,095
Change-8,095 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,034
Change-8,034 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,573
Change-7,573 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 6,927
Change-6,927 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,692
Change-6,692 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 6,127
Change-6,127 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 775
Change-775 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 642
Change-642 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 479
Change-479 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 183
Change-183 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 160
Change-160 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Quarry LP
N/A
Shares— from 16
Change-16 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Pzena Investment Management LLC
DECREASED2,101,8842,141,001-39,117-2%$66.7M$59.8M-$6.9M2026-10-30
Dimensional Fund Advisors LP
INCREASED1,500,7901,489,218+11,572+1%$46.4M$42.7M-$3.7M2026-11-04
Tributary Capital Management, LLC
DECREASED710,051740,631-30,580-4%$23.1M$20.2M-$2.9M2026-10-28
Geode Capital Management, LLC
DECREASED638,965659,314-20,349-3%$20.6M$18.2M-$2.4M2026-11-06
Russell Investments Group, Ltd.
DECREASED187,336188,990-1,654-1%$5.9M$5.3M-$561.1K2026-11-06
Bank of New York Mellon Corp
DECREASED161,352165,361-4,009-2%$5.2M$4.6M-$563.8K2026-11-05
Principal Financial Group Inc
DECREASED106,753113,280-6,527-6%$3.5M$3.0M-$493.8K2026-11-02
Deprince Race & Zollo Inc
DECREASED87,940183,095-95,155-52%$5.7M$2.5M-$3.2M2026-10-13
Deutsche Bank Ag\
DECREASED65,04883,232-18,184-22%$2.6M$1.9M-$743.7K2026-11-06
Creative Planning
INCREASED58,39349,329+9,064+18%$1.5M$1.7M+$123.7K2026-11-02
State of New Jersey Common Pension Fund D
DECREASED35,86841,266-5,398-13%$1.3M$1.0M-$265.8K2026-11-05
New York State Teachers Retirement System
INCREASED32,23823,728+8,510+36%$740.0K$917-$739.1K2026-10-22
Barclays PLC
DECREASED31,89239,277-7,385-19%$1.2M$907.3K-$316.9K2026-11-06
LPL Financial LLC
DECREASED30,87231,101-229-1%$969.4K$878.3K-$91.1K2026-11-06
Inspire Investing, LLC
INCREASED22,45521,780+675+3%$678.9K$638.8K-$40.0K2026-10-22
Savant Capital, LLC
NEW18,289—+18,289——$520.3K—2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED14,90514,901+4+0%$457.2K$428.7K-$28.5K2026-10-13
Thrivent Financial for Lutherans
DECREASED14,20615,393-1,187-8%$480.0K$404-$479.6K2026-11-05
Park Capital Management, LLC / WI
NEW13,531—+13,531——$385.0K—2026-10-13
Illinois Municipal Retirement Fund
INCREASED12,53511,812+723+6%$368.2K$356.6K-$11.6K2026-11-05
CenterBook Partners LP
NEW11,385—+11,385——$323.9K—2026-11-02
Anchyra Partners LLC
NEW11,007—+11,007——$313.1K—2026-10-13
Fifth Third Bancorp
DECREASED10,60511,121-516-5%$346.6K$301.7K-$44.9K2026-11-05
Commonwealth Financial Services, LLC
NEW10,189—+10,189——$289.9K—2026-10-20
SteelPeak Wealth, LLC
NEW9,656—+9,656——$275.0K—2026-10-16
Louisiana State Employees Retirement System
DECREASED9,50010,300-800-8%$321.1K$270.3K-$50.8K2026-10-20
Symmetry Partners, LLC
NEW9,457—+9,457——$269.1K—2026-10-27
Linden Thomas Advisory Services, LLC
DECREASED8,1468,156-100%$254.2K$231.8K-$22.5K2026-10-19
Evergreen Capital Management LLC
INCREASED7,9187,669+249+3%$239.0K$227.2K-$11.9K2026-10-23
Investors Research Corp
UNCHANGED7,2757,27500%$226.8K$207.0K-$19.8K2026-10-07
US Bancorp \de\
DECREASED7,1929,906-2,714-27%$308.8K$204.6K-$104.2K2026-11-05
Nisa Investment Advisors, LLC
INCREASED6,8981,798+5,100+284%$56.0K$198.0K+$141.9K2026-10-20
State of Wyoming
INCREASED6,8012,464+4,337+176%$76.8K$193.5K+$116.7K2026-10-28
Strs Ohio
INCREASED6,0004,200+1,800+43%$130.9K$170.7K+$39.8K2026-10-30
Gamma Investing LLC
INCREASED5,4454,634+811+18%$144.4K$154.9K+$10.5K2026-10-08
State of Alaska, Department of Revenue
DECREASED5,3617,720-2,359-31%$240.0K$151-$239.8K2026-10-15
Oregon Public Employees Retirement Fund
DECREASED5,0325,332-300-6%$166.2K$143.2K-$23.0K2026-10-30
PNC Financial Services Group, Inc.
DECREASED3,6605,509-1,849-34%$171.7K$104.1K-$67.6K2026-11-06
Citigroup Inc
DECREASED3,00911,476-8,467-74%$357.7K$85.6K-$272.1K2026-11-04
Fortitude Family Office, LLC
INCREASED2,20010+2,190+21900%$312$62.6K+$62.3K2026-10-14
Farther Finance Advisors, LLC
INCREASED1,7281,145+583+51%$35.7K$49.2K+$13.5K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED1,664935+729+78%$29.1K$47.3K+$18.2K2026-11-04
Versant Capital Management, Inc
UNCHANGED1,5121,51200%$47.1K$43.0K-$4.1K2026-10-02
Allworth Financial LP
UNCHANGED1,4911,49100%$46.5K$46.5K$02026-11-06
Parallel Advisors, LLC
INCREASED842645+197+31%$20.1K$24.0K+$3.9K2026-11-03
Private Trust Co NA
DECREASED802835-33-4%$26.0K$22.8K-$3.2K2026-10-20
Compass Financial Management LLC
UNCHANGED80280200%$24.8K$22.8K-$2.0K2026-10-30
UMB Bank, n.a.
UNCHANGED76476400%$23.8K$21.7K-$2.1K2026-11-06
Heritage Family Offices, LLP
NEW701—+701——$19.9K—2026-11-02
IFP Advisors, Inc
UNCHANGED69369300%$21.6K$19.7K-$1.9K2026-10-16
Nykredit A/S
UNCHANGED52152100%$16.2K$14.8K-$1.4K2026-11-06
Sterling Capital Management LLC
DECREASED449465-16-3%$14.5K$12.8K-$1.7K2026-10-22
SJS Investment Consulting Inc.
INCREASED437258+179+69%$8.0K$12.4K+$4.4K2026-10-26
Covestor Ltd
DECREASED338358-20-6%$11$9-$22026-10-30
Essential Partners LLC
INCREASED294290+4+1%$9.0K$8.4K-$6752026-10-14
Caitong International Asset Management Co., Ltd
DECREASED277432-155-36%$13.5K$7.9K-$5.6K2026-10-29
Salomon & Ludwin, LLC
UNCHANGED26826800%$8.5K$7.6K-$8712026-10-29
Cassaday & Co Wealth Management LLC
NEW225—+225——$6.4K—2026-10-27
Proathlete Wealth Management LLC
NEW181—+181——$5.1K—2026-10-15
Larson Financial Group LLC
UNCHANGED15715700%$4.9K$4.5K-$4272026-11-05
Mather Group, Llc.
NEW135—+135——$3.8K—2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED135111+24+22%$3.5K$3.8K+$3812026-10-27
Signaturefd, LLC
UNCHANGED11511500%$3.6K$3.3K-$3132026-10-23
Root Financial Partners, LLC
NEW104—+104——$3.0K—2026-10-21
Parkside Financial Bank & Trust
INCREASED8050+30+60%$1.6K$2.3K+$7172026-10-27
True Wealth Design, LLC
UNCHANGED777700%$2.4K$2.2K-$2102026-10-13
Pension & Wealth Management Advisors, Inc.
NEW50—+50——$1.4K—2026-10-16
Physician Wealth Advisors, Inc.
INCREASED4018+22+122%$562$1.1K+$5762026-10-20
Bare Financial Services, Inc
UNCHANGED393900%$1.2K$1.1K-$1062026-11-04
Provenance Wealth Advisors, LLC
NEW37—+37——$1.1K—2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED303000%$935$854-$812026-10-15
Clark Wealth Partners
NEW28—+28——$804—2026-10-19
Clearstead Advisors, LLC
DECREASED2752-25-48%$1.6K$769-$8532026-11-06
Farmers & Merchants Investments Inc
INCREASED2415+9+60%$468$683+$2152026-10-22
CoreCap Advisors, LLC
UNCHANGED202000%$623$569-$542026-10-08
Bell Investment Advisors, Inc
UNCHANGED202000%$624$569-$552026-10-29
Ascentis Wealth Management, LLC
NEW16—+16——$455—2026-11-03
Zions Bancorporation, National Association
UNCHANGED151500%$468$427-$412026-11-06
MassMutual Private Wealth & Trust, FSB
UNCHANGED151500%$468$427-$412026-10-05
Valley National Advisers Inc
NEW13—+13——$370—2026-10-23
UMB Private Wealth Management, LLC
NEW13—+13——$370—2026-10-19
Gilpin Wealth Management, LLC
UNCHANGED131300%$406$370-$362026-10-09
Financial Consulate, Inc
NEW2—+2——$57—2026-10-23
Davis Capital Management
UNCHANGED1100%$31$28-$32026-10-08
Hughes Financial Services, LLC
UNCHANGED1100%$31$28-$32026-10-30
Hofer & Associates. Inc
CLOSED08,344-8,344-100%$260.1K$0-$260.1K2026-10-13
MacKenzie Financial Corp
CLOSED06,872-6,872-100%$214.2K$0-$214.2K2026-11-02
CX Institutional
CLOSED0161-161-100%$5$0-$52026-10-02
Stone House Investment Management, LLC
CLOSED024-24-100%$748$0-$7482026-10-23
Evolution Advisers, Inc.
CLOSED08-8-100%$0$0$02026-11-06
Plante Moran Financial Advisors, LLC
CLOSED07-7-100%$218$0-$2182026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED02-2-100%$62$0-$622026-10-07
BlackRock, Inc.
N/A—3,618,887-3,618,887-100%$112.8M———
Vanguard Portfolio Management LLC
N/A—2,491,466-2,491,466-100%$77.7M———
Schroder Investment Management Group
N/A—2,285,406-2,285,406-100%$71.3M———
Vanguard Capital Management LLC
N/A—1,020,602-1,020,602-100%$31.8M———
State Street Corp
N/A—949,388-949,388-100%$29.6M———
Two Sigma Investments, LP
N/A—551,097-551,097-100%$17.2M———
AQR Capital Management LLC
N/A—472,278-472,278-100%$14.7M———
Royce & Associates LP
N/A—470,019-470,019-100%$14.7M———
Charles Schwab Investment Management Inc
N/A—404,677-404,677-100%$12.6M———
Jacobs Levy Equity Management, Inc
N/A—272,747-272,747-100%$8.5M———
Northern Trust Corp
N/A—256,122-256,122-100%$8.0M———
Sprott Inc.
N/A—210,000-210,000-100%$6.5M———
Renaissance Technologies LLC
N/A—200,173-200,173-100%$6.2M———
Morgan Stanley
N/A—182,843-182,843-100%$5.7M———
Envestnet Asset Management Inc
N/A—178,899-178,899-100%$5.6M———
Goldman Sachs Group Inc
N/A—170,147-170,147-100%$5.3M———
Vanguard Fiduciary Trust Co
N/A—154,405-154,405-100%$4.8M———
UBS Group AG
N/A—154,306-154,306-100%$4.8M———
Qube Research & Technologies Ltd
N/A—128,439-128,439-100%$4.0M———
Bank of America Corp
N/A—127,219-127,219-100%$4.0M———
Nuveen, LLC
N/A—123,908-123,908-100%$3.9M———
Wells Fargo & Company
N/A—109,466-109,466-100%$3.4M———
Mariner, LLC
N/A—93,691-93,691-100%$2.9M———
HRT Financial LP
N/A—87,400-87,400-100%$2.7M———
Quantinno Capital Management LP
N/A—85,595-85,595-100%$2.7M———
ExodusPoint Capital Management, LP
N/A—83,576-83,576-100%$2.6M———
Invesco Ltd.
N/A—83,431-83,431-100%$2.6M———
D. E. Shaw & Co., Inc.
N/A—82,106-82,106-100%$2.6M———
Public Sector Pension Investment Board
N/A—80,503-80,503-100%$2.5M———
Winton Group Ltd
N/A—79,750-79,750-100%$2.5M———
SEI Investments Co
N/A—74,566-74,566-100%$2.3M———
Lazard Asset Management LLC
N/A—70,114-70,114-100%$2.2M———
American Century Companies Inc
N/A—66,369-66,369-100%$2.1M———
UBS Asset Management Americas LLC
N/A—65,084-65,084-100%$2.0M———
XTX Topco Ltd
N/A—61,117-61,117-100%$1.9M———
Rhumbline Advisers
N/A—60,870-60,870-100%$1.9M———
Trexquant Investment LP
N/A—57,275-57,275-100%$1.8M———
Ameriprise Financial Inc
N/A—55,518-55,518-100%$1.7M———
IEQ Capital, LLC
N/A—54,691-54,691-100%$1.7M———
Legal & General Group Plc
N/A—52,497-52,497-100%$1.6M———
Swiss National Bank
N/A—45,800-45,800-100%$1.4M———
BNP Paribas Financial Markets
N/A—39,235-39,235-100%$1.2M———
Millennium Management LLC
N/A—38,557-38,557-100%$1.2M———
Natixis Advisors, LLC
N/A—34,999-34,999-100%$1.1M———
Jones Financial Companies Lllp
N/A—34,239-34,239-100%$1.1M———
FMR LLC
N/A—33,584-33,584-100%$1.0M———
Royal Bank of Canada
N/A—33,130-33,130-100%$1.0M———
Alliancebernstein L.P.
N/A—30,902-30,902-100%$821.7K———
First National Bank of Omaha
N/A—24,737-24,737-100%$771.1K———
Prudential Financial Inc
N/A—24,340-24,340-100%$758.7K———
California State Teachers Retirement System
N/A—24,147-24,147-100%$752.7K———
Hunter Perkins Capital Management, LLC
N/A—23,670-23,670-100%$738———
Verdad Advisers, LP
N/A—21,972-21,972-100%$684.9K———
Panagora Asset Management Inc
N/A—21,334-21,334-100%$665.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—20,453-20,453-100%$637.5K———
Price T Rowe Associates Inc
N/A—19,101-19,101-100%$596.0K———
Canada Life Assurance Co
N/A—18,742-18,742-100%$585.0K———
Mercer Global Advisors Inc
N/A—18,642-18,642-100%$581.1K———
JPMorgan Chase & Co
N/A—17,268-17,268-100%$571.5K———
Vanguard Asset Management, Ltd
N/A—16,851-16,851-100%$525.2K———
Aigen Investment Management, LP
N/A—16,677-16,677-100%$519.8K———
Susquehanna International Group, LLP
N/A—15,746-15,746-100%$490.8K———
Varcov Co.
N/A—15,342-15,342-100%$478.2K———
Engineers Gate Manager LP
N/A—14,980-14,980-100%$466.9K———
MetLife Investment Management, LLC
N/A—14,061-14,061-100%$438.3K———
Campbell & Co Investment Adviser LLC
N/A—14,048-14,048-100%$437.9K———
Allstate Corp
N/A—13,427-13,427-100%$418.5K———
Janney Montgomery Scott LLC
N/A—13,124-13,124-100%$409.0K———
Cerity Partners LLC
N/A—12,674-12,674-100%$395.0K———
Brevan Howard Capital Management LP
N/A—11,901-11,901-100%$371.0K———
Susquehanna Portfolio Strategies, LLC
N/A—11,495-11,495-100%$358.3K———
Dark Forest Capital Management LP
N/A—11,114-11,114-100%$346.4K———
Squarepoint Ops LLC
N/A—11,089-11,089-100%$345.6K———
RBF Capital, LLC
N/A—11,000-11,000-100%$342.9K———
Diametric Capital, LP
N/A—10,932-10,932-100%$340.8K———
Jupiter Topco LLC
N/A—10,880-10,880-100%$339.7K———
State of Wisconsin Investment Board
N/A—10,727-10,727-100%$334.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—10,620-10,620-100%$331.0K———
New York State Common Retirement Fund
N/A—10,200-10,200-100%$317.9K———
Mirabella Financial Services LLP
N/A—10,151-10,151-100%$316.4K———
Vanguard Global Advisers, LLC
N/A—9,807-9,807-100%$305.7K———
Neuberger Berman Group LLC
N/A—9,693-9,693-100%$302.1K———
Teacher Retirement System of Texas
N/A—8,095-8,095-100%$252.3K———
Pathstone Holdings, LLC
N/A—8,034-8,034-100%$250.4K———
Captrust Financial Advisors
N/A—7,573-7,573-100%$236.1K———
Manufacturers Life Insurance Company, the
N/A—7,114-7,114-100%$221.7K———
State Board of Administration of Florida Retirement System
N/A—6,927-6,927-100%$215.9K———
Glenmede Trust Co NA
N/A—6,828-6,828-100%$212.8K———
Police & Firemen's Retirement System of New Jersey
N/A—6,692-6,692-100%$208.6K———
Teachers Retirement System of the State of Kentucky
N/A—6,127-6,127-100%$191.0K———
Vanguard Investments Australia, Ltd.
N/A—5,807-5,807-100%$181.0K———
State of Tennessee, Department of Treasury
N/A—5,670-5,670-100%$176.7K———
KLP Kapitalforvaltning AS
N/A—5,400-5,400-100%$168.3K———
Arax Advisory Partners
N/A—3,853-3,853-100%$120.1K———
Ameritas Investment Partners, Inc.
N/A—2,004-2,004-100%$62.5K———
Hantz Financial Services, Inc.
N/A—1,296-1,296-100%$40.0K———
Tower Research Capital LLC (TRC)
N/A—1,069-1,069-100%$33.3K———
Public Employees Retirement System of Ohio
N/A—775-775-100%$24.2K———
Persistent Asset Partners Ltd
N/A—642-642-100%$20.0K———
Rothschild Investment LLC
N/A—496-496-100%$15.5K———
Bessemer Group Inc
N/A—479-479-100%$15.0K———
Global Retirement Partners, LLC
N/A—256-256-100%$8.0K———
SouthState Bank Corp
N/A—183-183-100%$5.7K———
Optiver Holding B.V.
N/A—160-160-100%$5.0K———
LOS Angeles Capital Management LLC
N/A—126-126-100%$3.9K———
Osaic Holdings, Inc.
N/A—95-95-100%$3.0K———
Basecamp Wealth Advisors LLC
N/A—78-78-100%$2.4K———
Bellevue Asset Management, LLC
N/A—46-46-100%$1.4K———
Rockefeller Capital Management L.P.
N/A—33-33-100%$1.1K———
Quarry LP
N/A—16-16-100%$499———
Investors Portfolio Services LLC
N/A—12-12-100%$374———
Ankerstar Wealth, LLC
N/A—8-8-100%$249———
JPL Wealth Management, LLC
N/A—2-2-100%$63———
Freestone Grove Partners LP
N/A—1-1-100%$31———
Dunhill Financial, LLC
N/A—1-1-100%$43———
Showing 207 of 207 institutions