Marriott Vacations World (VAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

DECREASED

Shares1,321,310 from 1,546,705

Change-225,395 (-15%)

Value$135.2M (-$22.4M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares795,864 from 717,760

Change+78,104 (+11%)

Value$81.4M (+$8.3M)

Filed 2026-11-06

New South Capital Management Inc

DECREASED

Shares707,017 from 953,137

Change-246,120 (-26%)

Value$72.3M (-$24.8M)

Filed 2026-11-05

LSV Asset Management

DECREASED

Shares210,007 from 216,757

Change-6,750 (-3%)

Value$21.5M (-$603.0K)

Filed 2026-11-06

Penn Capital Management Company, LLC

INCREASED

Shares200,801 from 162,740

Change+38,061 (+23%)

Value$20.6M (+$4.0M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares174,289 from 176,432

Change-2,143 (-1%)

Value$17.8M (-$148.6K)

Filed 2026-11-05

Savant Capital, LLC

DECREASED

Shares147,970 from 265,894

Change-117,924 (-44%)

Value$15.1M (-$7.1M)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares131,533 from 132,800

Change-1,267 (-1%)

Value$13.5M (-$76.5K)

Filed 2026-11-02

Russell Investments Group, Ltd.

DECREASED

Shares115,327 from 206,690

Change-91,363 (-44%)

Value$11.8M (-$9.3M)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares105,456 from 107,633

Change-2,177 (-2%)

Value$10.8M (-$179.6K)

Filed 2026-11-06

Wedge Capital Management L L P

DECREASED

Shares36,045 from 36,291

Change-246 (-1%)

Value$3.7M (-$10.6K)

Filed 2026-10-13

B. Metzler seel. Sohn & Co. AG

NEW

Shares33,550

Change+33,550

Value$3.4M

Filed 2026-10-30

Creative Planning

INCREASED

Shares32,150 from 26,931

Change+5,219 (+19%)

Value$3.3M (+$544.5K)

Filed 2026-11-02

Fifth Third Bancorp

INCREASED

Shares30,946 from 30,437

Change+509 (+2%)

Value$3.2M (+$64.3K)

Filed 2026-11-05

New York State Teachers Retirement System

UNCHANGED

Shares29,092 from 29,092

Change0 (0%)

Value$3.0M (+$12.0K)

Filed 2026-10-22

Squarepoint Ops LLC

NEW

Shares26,463

Change+26,463

Value$2.7M

Filed 2026-11-09

Mutual of America Capital Management LLC

INCREASED

Shares26,199 from 3,147

Change+23,052 (+733%)

Value$2.7M (+$2.4M)

Filed 2026-10-23

Prescott Group Capital Management, L.L.C.

UNCHANGED

Shares22,000 from 22,000

Change0 (0%)

Value$2.3M (+$8.8K)

Filed 2026-10-30

Thrivent Financial for Lutherans

DECREASED

Shares17,501 from 18,042

Change-541 (-3%)

Value$1.8M (-$48.0K)

Filed 2026-11-05

Shayne & Jacobs, LLC

UNCHANGED

Shares17,260 from 17,260

Change0 (0%)

Value$1.8M (+$6.9K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,653 from 12,622

Change+2,031 (+16%)

Value$1.5M (+$286.2K)

Filed 2026-10-13

Illinois Municipal Retirement Fund

INCREASED

Shares14,635 from 14,188

Change+447 (+3%)

Value$1.5M (+$51.4K)

Filed 2026-11-05

Investors Research Corp

DECREASED

Shares14,058 from 16,416

Change-2,358 (-14%)

Value$1.4M (-$234.6K)

Filed 2026-10-07

Barclays PLC

INCREASED

Shares12,012 from 6,630

Change+5,382 (+81%)

Value$1.2M (+$553.1K)

Filed 2026-11-06

Louisiana State Employees Retirement System

DECREASED

Shares11,700 from 12,000

Change-300 (-2%)

Value$1.2M (-$25.9K)

Filed 2026-10-20

State of New Jersey Common Pension Fund D

DECREASED

Shares10,636 from 14,428

Change-3,792 (-26%)

Value$1.1M (-$382.1K)

Filed 2026-11-05

Carolina Wealth Advisors, LLC

DECREASED

Shares10,000 from 14,827

Change-4,827 (-33%)

Value$1.0M (-$487.8K)

Filed 2026-10-23

CWA Asset Management Group, LLC

NEW

Shares9,562

Change+9,562

Value$978.0K

Filed 2026-10-19

CenterBook Partners LP

NEW

Shares8,584

Change+8,584

Value$878.0K

Filed 2026-11-02

Daiwa Securities Group Inc.

NEW

Shares8,000

Change+8,000

Value$818.2K

Filed 2026-10-29

Aaron Wealth Advisors LLC

DECREASED

Shares7,932 from 8,423

Change-491 (-6%)

Value$811.3K (-$46.9K)

Filed 2026-10-13

Inscription Capital, LLC

DECREASED

Shares7,875 from 7,967

Change-92 (-1%)

Value$805.5K (-$6.2K)

Filed 2026-11-02

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares7,810 from 8,389

Change-579 (-7%)

Value$798.8K (-$55.9K)

Filed 2026-11-09

Arizona State Retirement System

INCREASED

Shares7,736 from 7,573

Change+163 (+2%)

Value$791.2K (+$19.7K)

Filed 2026-11-03

Financial Advisory Partners, LLC

UNCHANGED

Shares7,444 from 7,444

Change0 (0%)

Value$761.4K (+$3.0K)

Filed 2026-10-23

LPL Financial LLC

DECREASED

Shares7,277 from 8,839

Change-1,562 (-18%)

Value$744.3K (-$156.2K)

Filed 2026-11-06

Amalgamated Bank

DECREASED

Shares7,197 from 7,399

Change-202 (-3%)

Value$736.0K (-$18.0K)

Filed 2026-10-23

Evergreen Capital Management LLC

DECREASED

Shares7,152 from 7,484

Change-332 (-4%)

Value$731.5K (-$31.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares6,990 from 7,494

Change-504 (-7%)

Value$714.9K (-$48.6K)

Filed 2026-10-22

Citigroup Inc

DECREASED

Shares6,705 from 21,137

Change-14,432 (-68%)

Value$685.8K (-$1.5M)

Filed 2026-11-04

Handelsbanken Fonder AB

DECREASED

Shares6,534 from 13,177

Change-6,643 (-50%)

Value$668.0K (+$666.7K)

Filed 2026-11-09

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares6,483 from 6,515

Change-32 (0%)

Value$663.1K (-$667)

Filed 2026-11-03

State of Alaska, Department of Revenue

DECREASED

Shares6,426 from 10,960

Change-4,534 (-41%)

Value$656.0K (-$459.0K)

Filed 2026-10-15

Oregon Public Employees Retirement Fund

DECREASED

Shares6,172 from 6,282

Change-110 (-2%)

Value$631.3K (-$8.7K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares6,146 from 4,017

Change+2,129 (+53%)

Value$628.6K (+$219.4K)

Filed 2026-11-05

J. L. Bainbridge & Co., Inc.

INCREASED

Shares5,669 from 3,582

Change+2,087 (+58%)

Value$579.8K (+$214.9K)

Filed 2026-10-20

Harbor Capital Advisors, Inc.

DECREASED

Shares5,665 from 12,091

Change-6,426 (-53%)

Value$579.0K (-$653.0K)

Filed 2026-10-22

Achmea Investment Management B.V.

NEW

Shares5,300

Change+5,300

Value$542.5K

Filed 2026-10-30

Amundi

INCREASED

Shares5,299 from 5,288

Change+11 (+0%)

Value$542.0K (+$3.2K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

DECREASED

Shares5,200 from 7,048

Change-1,848 (-26%)

Value$531.9K (-$186.2K)

Filed 2026-10-20

Concurrent Investment Advisors, LLC

DECREASED

Shares5,076 from 5,640

Change-564 (-10%)

Value$519.1K (-$55.4K)

Filed 2026-10-16

Pavaki Capital Management LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$511.4K (+$2.0K)

Filed 2026-10-26

Cassaday & Co Wealth Management LLC

DECREASED

Shares4,987 from 4,993

Change-6 (0%)

Value$510.1K (+$1.4K)

Filed 2026-10-27

J.W. Cole Advisors, Inc.

DECREASED

Shares4,904 from 5,061

Change-157 (-3%)

Value$501.5K (-$14.1K)

Filed 2026-11-05

Choreo, LLC

INCREASED

Shares4,848 from 4,249

Change+599 (+14%)

Value$495.9K (+$63.0K)

Filed 2026-10-28

Chicago Partners Investment Group LLC

INCREASED

Shares4,568 from 4,422

Change+146 (+3%)

Value$499.3K (+$84.5K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares4,532 from 5,479

Change-947 (-17%)

Value$464.0K (-$94.0K)

Filed 2026-11-02

HUB Investment Partners, LLC

INCREASED

Shares4,426 from 3,437

Change+989 (+29%)

Value$452.7K (+$102.5K)

Filed 2026-11-03

Pictet Asset Management Holding SA

DECREASED

Shares4,338 from 4,906

Change-568 (-12%)

Value$443.7K (-$56.1K)

Filed 2026-11-03

Bank of Montreal

INCREASED

Shares4,175 from 3,432

Change+743 (+22%)

Value$427.0K (+$77.4K)

Filed 2026-11-09

ProShare Advisors LLC

DECREASED

Shares3,854 from 4,012

Change-158 (-4%)

Value$394.2K (-$14.6K)

Filed 2026-10-29

Brighton Jones LLC

INCREASED

Shares3,777 from 3,771

Change+6 (+0%)

Value$386.3K (+$2.0K)

Filed 2026-11-03

Baker Avenue Asset Management, LP

DECREASED

Shares3,760 from 3,969

Change-209 (-5%)

Value$384.6K (-$19.8K)

Filed 2026-11-06

Atria Investments, Inc

INCREASED

Shares3,649 from 3,119

Change+530 (+17%)

Value$373.2K (+$55.5K)

Filed 2026-10-15

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares3,575 from 3,366

Change+209 (+6%)

Value$365.7K (+$22.7K)

Filed 2026-10-27

Crestwood Advisors Group, LLC

INCREASED

Shares3,473 from 3,206

Change+267 (+8%)

Value$355.2K (+$28.6K)

Filed 2026-10-27

Diversified Trust Co

INCREASED

Shares3,411 from 3,392

Change+19 (+1%)

Value$348.9K (+$3.3K)

Filed 2026-11-06

Nilsine Partners, LLC

NEW

Shares3,228

Change+3,228

Value$330.2K

Filed 2026-11-02

Fifth Third Wealth Advisors LLC

NEW

Shares2,838

Change+2,838

Value$290.3K

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares2,732 from 3,142

Change-410 (-13%)

Value$279.4K (-$40.7K)

Filed 2026-11-02

CIBC Asset Management Inc

DECREASED

Shares2,716 from 2,767

Change-51 (-2%)

Value$277.8K (-$4.1K)

Filed 2026-11-05

Xponance LLC

DECREASED

Shares2,714 from 2,798

Change-84 (-3%)

Value$277.6K (-$7.5K)

Filed 2026-11-03

Bailard, Inc.

NEW

Shares2,700

Change+2,700

Value$276.2K

Filed 2026-10-13

Prime Capital Investment Advisors, LLC

DECREASED

Shares2,667 from 3,731

Change-1,064 (-29%)

Value$272.8K (-$107.4K)

Filed 2026-10-20

HB Wealth Management, LLC

INCREASED

Shares2,516 from 2,346

Change+170 (+7%)

Value$257.3K (+$18.3K)

Filed 2026-10-23

Altar Rock LLC

UNCHANGED

Shares2,481 from 2,481

Change0 (0%)

Value$261.3K (+$8.6K)

Filed 2026-11-06

Certuity, LLC

INCREASED

Shares2,313 from 2,217

Change+96 (+4%)

Value$236.6K (+$10.7K)

Filed 2026-11-02

Merit Financial Group, LLC

INCREASED

Shares2,296 from 2,222

Change+74 (+3%)

Value$234.8K (+$8.5K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares2,239 from 2,010

Change+229 (+11%)

Value$229.0K (+$24.2K)

Filed 2026-10-08

Oppenheimer Asset Management Inc.

UNCHANGED

Shares2,187 from 2,187

Change0 (0%)

Value$223.7K (+$876)

Filed 2026-10-27

Hantz Financial Services, Inc.

INCREASED

Shares2,119 from 2,095

Change+24 (+1%)

Value$217.0K (+$4.0K)

Filed 2026-11-09

Interchange Capital Partners, LLC

DECREASED

Shares2,106 from 2,150

Change-44 (-2%)

Value$215.4K (-$3.6K)

Filed 2026-10-28

Cornerstone Wealth Group, LLC

NEW

Shares2,041

Change+2,041

Value$208.8K

Filed 2026-11-02

Swiss Life Asset Management Ltd

UNCHANGED

Shares2,018 from 2,018

Change0 (0%)

Value$206.4K (+$807)

Filed 2026-11-03

Harbor Investment Advisory, LLC

UNCHANGED

Shares1,977 from 1,977

Change0 (0%)

Value$202.2K (+$791)

Filed 2026-10-13

Versant Capital Management, Inc

UNCHANGED

Shares1,766 from 1,766

Change0 (0%)

Value$180.6K (+$706)

Filed 2026-10-02

PNC Financial Services Group, Inc.

DECREASED

Shares1,710 from 1,773

Change-63 (-4%)

Value$174.9K (-$5.7K)

Filed 2026-11-06

IFP Advisors, Inc

DECREASED

Shares1,462 from 1,466

Change-4 (0%)

Value$149.5K (+$177)

Filed 2026-10-16

US Bancorp \de\

DECREASED

Shares1,213 from 2,515

Change-1,302 (-52%)

Value$124.1K (-$132.2K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares1,113 from 583

Change+530 (+91%)

Value$113.9K (+$54.4K)

Filed 2026-10-08

KBC Group NV

UNCHANGED

Shares1,066 from 1,066

Change0 (0%)

Value$109.0K ($0)

Filed 2026-10-22

Reyes Financial Architecture, Inc.

NEW

Shares1,034

Change+1,034

Value$105.8K

Filed 2026-10-22

Parallel Advisors, LLC

INCREASED

Shares1,030 from 808

Change+222 (+27%)

Value$105.3K (+$23.0K)

Filed 2026-11-03

Spire Wealth Management

DECREASED

Shares1,009 from 1,077

Change-68 (-6%)

Value$103.2K (-$6.5K)

Filed 2026-10-30

Blue Trust, Inc.

DECREASED

Shares843 from 874

Change-31 (-4%)

Value$86.2K (-$2.8K)

Filed 2026-10-15

Pension & Wealth Management Advisors, Inc.

NEW

Shares751

Change+751

Value$76.8K

Filed 2026-10-16

Covestor Ltd

DECREASED

Shares726 from 983

Change-257 (-26%)

Value$74.0K (-$26.0K)

Filed 2026-10-30

State of Wyoming

NEW

Shares725

Change+725

Value$74.2K

Filed 2026-10-28

SJS Investment Consulting Inc.

UNCHANGED

Shares603 from 603

Change0 (0%)

Value$61.7K (+$241)

Filed 2026-10-26

Compagnie Lombard Odier SCmA

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$61.4K (+$240)

Filed 2026-11-04

Signaturefd, LLC

INCREASED

Shares561 from 336

Change+225 (+67%)

Value$57.4K (+$23.1K)

Filed 2026-10-23

Brown, Lisle Ings, Inc.

UNCHANGED

Shares554 from 554

Change0 (0%)

Value$56.7K (+$221)

Filed 2026-10-16

Sterling Capital Management LLC

DECREASED

Shares552 from 568

Change-16 (-3%)

Value$56.5K (-$1.4K)

Filed 2026-10-22

Allworth Financial LP

INCREASED

Shares542 from 526

Change+16 (+3%)

Value$55.3K (+$1.7K)

Filed 2026-11-06

USA Financial Formulas

NEW

Shares490

Change+490

Value$50.1K

Filed 2026-10-16

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares480 from 465

Change+15 (+3%)

Value$49.1K (+$1.7K)

Filed 2026-10-27

Parkside Financial Bank & Trust

UNCHANGED

Shares382 from 382

Change0 (0%)

Value$39.1K (+$153)

Filed 2026-10-27

Essential Partners LLC

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$36.3K (+$142)

Filed 2026-10-14

PFS Partners, LLC

INCREASED

Shares341 from 339

Change+2 (+1%)

Value$34.9K (+$380)

Filed 2026-10-21

Nykredit A/S

DECREASED

Shares326 from 968

Change-642 (-66%)

Value$33.3K (-$65.3K)

Filed 2026-11-06

True Wealth Design, LLC

UNCHANGED

Shares317 from 317

Change0 (0%)

Value$32.4K (+$127)

Filed 2026-10-13

Eurizon Capital SGR S.p.A.

NEW

Shares309

Change+309

Value$32.4K

Filed 2026-11-06

Bessemer Group Inc

INCREASED

Shares296 from 222

Change+74 (+33%)

Value$26.0K (+$26.0K)

Filed 2026-11-09

Larson Financial Group LLC

INCREASED

Shares289 from 210

Change+79 (+38%)

Value$29.6K (+$8.2K)

Filed 2026-11-05

Salomon & Ludwin, LLC

UNCHANGED

Shares276 from 276

Change0 (0%)

Value$28.2K (+$662)

Filed 2026-10-29

Cullen T Bankers, Inc.

NEW

Shares266

Change+266

Value$27.2K

Filed 2026-10-28

Root Financial Partners, LLC

NEW

Shares256

Change+256

Value$26.2K

Filed 2026-10-21

TD Waterhouse Canada Inc.

UNCHANGED

Shares242 from 242

Change0 (0%)

Value$24.9K (+$733)

Filed 2026-10-16

Philadelphia Investment Partners, LLC

UNCHANGED

Shares227 from 227

Change0 (0%)

Value$23.3K (+$91)

Filed 2026-11-09

EverSource Wealth Advisors, LLC

INCREASED

Shares188 from 168

Change+20 (+12%)

Value$19.2K (+$2.1K)

Filed 2026-11-04

UMB Bank, n.a.

INCREASED

Shares162 from 155

Change+7 (+5%)

Value$16.6K (+$778)

Filed 2026-11-06

Fortitude Family Office, LLC

INCREASED

Shares147 from 36

Change+111 (+308%)

Value$15.0K (+$11.4K)

Filed 2026-10-14

Lanark Financial, Inc.

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$14.6K (+$58)

Filed 2026-10-26

Wolverine Asset Management LLC

DECREASED

Shares141 from 2,074

Change-1,933 (-93%)

Value$14.4K (-$196.9K)

Filed 2026-11-02

Archer Investment Corp

UNCHANGED

Shares134 from 134

Change0 (0%)

Value$13.7K (+$54)

Filed 2026-11-05

SBI Securities Co., Ltd.

INCREASED

Shares121 from 116

Change+5 (+4%)

Value$12.4K (+$558)

Filed 2026-10-22

MV Capital Management, Inc.

UNCHANGED

Shares119 from 119

Change0 (0%)

Value$12.2K (+$48)

Filed 2026-10-29

Acadian Asset Management LLC

NEW

Shares116

Change+116

Value$11

Filed 2026-11-09

Laurel Wealth Advisors LLC

NEW

Shares115

Change+115

Value$11.8K

Filed 2026-10-27

Elyxium Wealth, LLC

NEW

Shares104

Change+104

Value$10.6K

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares91 from 81

Change+10 (+12%)

Value$9.3K (+$1.1K)

Filed 2026-10-05

Evermay Wealth Management LLC

DECREASED

Shares90 from 93

Change-3 (-3%)

Value$9.2K (-$269)

Filed 2026-11-05

Compass Wealth Management LLC

NEW

Shares80

Change+80

Value$8.2K

Filed 2026-10-22

Elevation Wealth Partners, LLC

INCREASED

Shares74 from 50

Change+24 (+48%)

Value$7.6K (+$2.5K)

Filed 2026-10-07

Geneos Wealth Management Inc.

DECREASED

Shares70 from 86

Change-16 (-19%)

Value$7.2K (-$1.6K)

Filed 2026-11-09

Toth Financial Advisory Corp

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$7.0K (+$28)

Filed 2026-10-08

Kozak & Associates, Inc.

INCREASED

Shares47 from 46

Change+1 (+2%)

Value$5.2K (+$610)

Filed 2026-10-29

Bare Financial Services, Inc

INCREASED

Shares42 from 27

Change+15 (+56%)

Value$4.3K (+$1.5K)

Filed 2026-11-04

Buck Wealth Strategies, LLC

INCREASED

Shares41 from 40

Change+1 (+3%)

Value$4.2K (+$48)

Filed 2026-10-28

Capital Advisors, Ltd. LLC

INCREASED

Shares38 from 24

Change+14 (+58%)

Value$4 (+$2)

Filed 2026-10-27

Elevated Capital Advisors, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$3.6K (+$14)

Filed 2026-11-04

PlanVest Financial, Inc

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$3.5K (+$14)

Filed 2026-11-09

Armstrong Advisory Group, Inc

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$3.4K (+$13)

Filed 2026-10-09

UMB Private Wealth Management, LLC

NEW

Shares32

Change+32

Value$3.3K

Filed 2026-10-19

JFS Wealth Advisors, LLC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$3.3K (+$12)

Filed 2026-11-03

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$3.3K (+$13)

Filed 2026-11-05

Picton Mahoney Asset Management

NEW

Shares28

Change+28

Value$2.9K

Filed 2026-11-09

Harbour Investments, Inc.

DECREASED

Shares28 from 46

Change-18 (-39%)

Value$2.9K (-$1.8K)

Filed 2026-11-09

Creative Capital Management Investments LLC

INCREASED

Shares28 from 15

Change+13 (+87%)

Value$2.9K (+$1.3K)

Filed 2026-10-28

MTM Investment Management, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$2.8K (+$11)

Filed 2026-10-30

Farmers & Merchants Investments Inc

INCREASED

Shares25 from 13

Change+12 (+92%)

Value$2.6K (+$1.2K)

Filed 2026-10-22

Whipplewood Advisors, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$2.4K (+$9)

Filed 2026-10-20

IAG Wealth Partners, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$1.9K (+$7)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

INCREASED

Shares18 from 13

Change+5 (+38%)

Value$1.8K (+$517)

Filed 2026-10-20

Assetmark, Inc

INCREASED

Shares18 from 15

Change+3 (+20%)

Value$1.8K (+$313)

Filed 2026-10-21

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.7K (+$7)

Filed 2026-10-23

Caldwell Sutter Capital, Inc.

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.7K (+$7)

Filed 2026-11-09

Key FInancial Inc

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.8K (+$7)

Filed 2026-11-02

Clark Wealth Partners

NEW

Shares14

Change+14

Value$1.4K

Filed 2026-10-19

Adirondack Trust Co

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.4K (+$5)

Filed 2026-10-14

Hughes Financial Services, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.6K (+$195)

Filed 2026-10-30

Burkett Financial Services, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.4K (+$16)

Filed 2026-10-01

Triumph Capital Management

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1.1K (+$4)

Filed 2026-10-14

Jacobi Capital Management LLC

NEW

Shares10

Change+10

Value$973

Filed 2026-11-05

Bay Harbor Wealth Management, LLC

INCREASED

Shares10 from 9

Change+1 (+11%)

Value$1.0K (+$106)

Filed 2026-11-03

Private Wealth Management Group, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.0K (+$4)

Filed 2026-10-19

Navigoe, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

North Star Investment Management Corp.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.0K (+$4)

Filed 2026-10-27

Avion Wealth

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

Hilton Head Capital Partners, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$921 (+$4)

Filed 2026-10-23

Bell Investment Advisors, Inc

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$921 (+$4)

Filed 2026-10-29

Rossby Financial, LCC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$921 (+$4)

Filed 2026-11-05

Mather Group, Llc.

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$921 (+$4)

Filed 2026-10-14

Rachor Investment Advisory Services, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$921 (+$4)

Filed 2026-10-29

Aspect Partners, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$818 (+$3)

Filed 2026-10-20

Albion Financial Group

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$819 (+$3)

Filed 2026-10-21

Trust Co of Vermont

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$818 (+$3)

Filed 2026-10-21

Valley National Advisers Inc

NEW

Shares7

Change+7

Value$716

Filed 2026-10-23

American Capital Advisory, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$716 (+$2)

Filed 2026-10-28

Barrett & Company, Inc.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$716 (+$3)

Filed 2026-10-22

Ascentis Wealth Management, LLC

NEW

Shares5

Change+5

Value$511

Filed 2026-11-03

Golden State Wealth Management, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$511 (+$2)

Filed 2026-11-02

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$512 (+$2)

Filed 2026-10-16

Beacon Financial Strategies Corp

DECREASED

Shares4 from 322

Change-318 (-99%)

Value$410 (-$32.4K)

Filed 2026-10-14

Gilpin Wealth Management, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$410 (+$2)

Filed 2026-10-09

DecisionPoint Financial, LLC

INCREASED

Shares3 from 1

Change+2 (+200%)

Value$310 (+$210)

Filed 2026-10-27

Signature Resources Capital Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$307 (+$1)

Filed 2026-10-16

Leonteq Securities AG

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$307 (+$1)

Filed 2026-10-29

Financial Consulate, Inc

NEW

Shares2

Change+2

Value$205

Filed 2026-10-23

Clearstead Advisors, LLC

DECREASED

Shares2 from 5

Change-3 (-60%)

Value$102 (-$408)

Filed 2026-11-06

First Horizon Corp

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$205 (+$1)

Filed 2026-10-26

Davis Capital Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$205 (+$1)

Filed 2026-10-08

Proathlete Wealth Management LLC

NEW

Shares1

Change+1

Value$102

Filed 2026-10-15

RHL Group, LLC

NEW

Shares1

Change+1

Value$102

Filed 2026-11-04

IFG Advisory, LLC

NEW

Shares1

Change+1

Value$102

Filed 2026-11-09

Abound Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$103 (+$1)

Filed 2026-10-26

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$103 (+$1)

Filed 2026-10-15

RMG Wealth Management LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$112 (-$7)

Filed 2026-10-26

Manchester Capital Management LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$103 (+$1)

Filed 2026-10-22

Deprince Race & Zollo Inc

CLOSED

Shares0 from 493,450

Change-493,450 (-100%)

Value$0 (-$50.3M)

Filed 2026-10-13

Range Financial Group LLC

CLOSED

Shares0 from 31,738

Change-31,738 (-100%)

Value$0 (-$3.2M)

Filed 2026-10-21

Intech Investment Management LLC

CLOSED

Shares0 from 12,982

Change-12,982 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-09

Tempus Wealth Planning, LLC

CLOSED

Shares0 from 5,092

Change-5,092 (-100%)

Value$0 (-$518.8K)

Filed 2026-10-14

Verity Asset Management, Inc.

CLOSED

Shares0 from 3,005

Change-3,005 (-100%)

Value$0 (-$306.1K)

Filed 2026-10-30

Bayforest Capital Ltd

CLOSED

Shares0 from 696

Change-696 (-100%)

Value$0 (-$70.9K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 557

Change-557 (-100%)

Value$0 (-$55.6K)

Filed 2026-11-02

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 88

Change-88 (-100%)

Value$0 (-$8.9K)

Filed 2026-11-06

Heritage Wealth Advisors

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$4.8K)

Filed 2026-11-09

Stone House Investment Management, LLC

CLOSED

Shares0 from 42

Change-42 (-100%)

Value$0 (-$4.3K)

Filed 2026-10-23

AdvisorNet Financial, Inc

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-15

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$306)

Filed 2026-11-04

Inspire Investing, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$306)

Filed 2026-10-22

Evolution Advisers, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 4,304,632

Change-4,304,632 (-100%)

Value—

Impactive Capital LPA

N/A

Shares— from 4,129,984

Change-4,129,984 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,901,819

Change-1,901,819 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 1,487,384

Change-1,487,384 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,353,166

Change-1,353,166 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,155,752

Change-1,155,752 (-100%)

Value—

Senvest Management, LLC

N/A

Shares— from 1,126,132

Change-1,126,132 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 793,389

Change-793,389 (-100%)

Value—

Ananym Capital Management, LP

N/A

Shares— from 644,610

Change-644,610 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 594,834

Change-594,834 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 498,904

Change-498,904 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 475,937

Change-475,937 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 470,845

Change-470,845 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 449,956

Change-449,956 (-100%)

Value—

GMT Capital Corp

N/A

Shares— from 414,050

Change-414,050 (-100%)

Value—

CAS Investment Partners, LLC

N/A

Shares— from 400,000

Change-400,000 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 379,529

Change-379,529 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 333,408

Change-333,408 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 247,903

Change-247,903 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 246,868

Change-246,868 (-100%)

Value—

FMR LLC

N/A

Shares— from 228,570

Change-228,570 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 214,840

Change-214,840 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 193,688

Change-193,688 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 185,333

Change-185,333 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 181,284

Change-181,284 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 180,501

Change-180,501 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 163,683

Change-163,683 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 157,377

Change-157,377 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 157,072

Change-157,072 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 146,741

Change-146,741 (-100%)

Value—

Bamco Inc

N/A

Shares— from 144,788

Change-144,788 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 140,607

Change-140,607 (-100%)

Value—

UBS Group AG

N/A

Shares— from 118,506

Change-118,506 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 108,950

Change-108,950 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 102,691

Change-102,691 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 94,348

Change-94,348 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 93,411

Change-93,411 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 88,889

Change-88,889 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 83,843

Change-83,843 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 81,166

Change-81,166 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 80,598

Change-80,598 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 77,056

Change-77,056 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 76,256

Change-76,256 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 74,528

Change-74,528 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 71,175

Change-71,175 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 70,637

Change-70,637 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 66,090

Change-66,090 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 65,574

Change-65,574 (-100%)

Value—

Landmark Investment Partners, L.P.

N/A

Shares— from 60,580

Change-60,580 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 56,478

Change-56,478 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 55,136

Change-55,136 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 44,000

Change-44,000 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 39,690

Change-39,690 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 38,483

Change-38,483 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 35,508

Change-35,508 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 34,055

Change-34,055 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 33,320

Change-33,320 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 32,492

Change-32,492 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 31,814

Change-31,814 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 31,358

Change-31,358 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 30,590

Change-30,590 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 28,892

Change-28,892 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 28,548

Change-28,548 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 28,497

Change-28,497 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 27,597

Change-27,597 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 27,550

Change-27,550 (-100%)

Value—

BW Gestao de Investimentos Ltda.

N/A

Shares— from 27,000

Change-27,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 25,343

Change-25,343 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 22,090

Change-22,090 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 20,300

Change-20,300 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 19,614

Change-19,614 (-100%)

Value—

Mork Capital Management, LLC

N/A

Shares— from 18,830

Change-18,830 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 18,381

Change-18,381 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 17,539

Change-17,539 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,396

Change-17,396 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 16,473

Change-16,473 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 16,418

Change-16,418 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 15,930

Change-15,930 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 15,807

Change-15,807 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 15,642

Change-15,642 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 14,082

Change-14,082 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 13,729

Change-13,729 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 12,920

Change-12,920 (-100%)

Value—

Cullen Capital Management, LLC

N/A

Shares— from 12,870

Change-12,870 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 11,773

Change-11,773 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 11,340

Change-11,340 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 8,479

Change-8,479 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,441

Change-8,441 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 8,093

Change-8,093 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 7,829

Change-7,829 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 7,677

Change-7,677 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 7,485

Change-7,485 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7,309

Change-7,309 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 7,100

Change-7,100 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 7,020

Change-7,020 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 6,917

Change-6,917 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 6,578

Change-6,578 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 6,568

Change-6,568 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 6,556

Change-6,556 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 6,400

Change-6,400 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,092

Change-6,092 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 5,879

Change-5,879 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 5,781

Change-5,781 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 5,327

Change-5,327 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,836

Change-4,836 (-100%)

Value—

Kera Capital Partners, Inc.

N/A

Shares— from 4,561

Change-4,561 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 4,453

Change-4,453 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 4,343

Change-4,343 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 4,013

Change-4,013 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 3,952

Change-3,952 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 3,917

Change-3,917 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 3,881

Change-3,881 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 3,825

Change-3,825 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,809

Change-3,809 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,762

Change-3,762 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 3,677

Change-3,677 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 3,203

Change-3,203 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 3,187

Change-3,187 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,170

Change-3,170 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,059

Change-3,059 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 3,049

Change-3,049 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 3,024

Change-3,024 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 3,019

Change-3,019 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 2,804

Change-2,804 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,691

Change-2,691 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,557

Change-2,557 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 2,347

Change-2,347 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 2,305

Change-2,305 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 2,269

Change-2,269 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 2,224

Change-2,224 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 2,211

Change-2,211 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,153

Change-2,153 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 2,075

Change-2,075 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 2,050

Change-2,050 (-100%)

Value—

Graticule Asia Macro Advisors LLC

N/A

Shares— from 1,870

Change-1,870 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,699

Change-1,699 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 1,449

Change-1,449 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,132

Change-1,132 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 1,001

Change-1,001 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 774

Change-774 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 710

Change-710 (-100%)

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Northwestern Mutual Wealth Management Co

N/A

Shares— from 698

Change-698 (-100%)

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Nomura Asset Management Co LTD

N/A

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Change-680 (-100%)

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Ameritas Advisory Services, LLC

N/A

Shares— from 644

Change-644 (-100%)

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Jones Financial Companies Lllp

N/A

Shares— from 619

Change-619 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 394

Change-394 (-100%)

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Storebrand Asset Management AS

N/A

Shares— from 289

Change-289 (-100%)

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Rothschild Investment LLC

N/A

Shares— from 282

Change-282 (-100%)

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SHP Wealth Management

N/A

Shares— from 265

Change-265 (-100%)

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Global Retirement Partners, LLC

N/A

Shares— from 239

Change-239 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 234

Change-234 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 220

Change-220 (-100%)

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ST Germain D J Co Inc

N/A

Shares— from 186

Change-186 (-100%)

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Optiver Holding B.V.

N/A

Shares— from 180

Change-180 (-100%)

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JPL Wealth Management, LLC

N/A

Shares— from 155

Change-155 (-100%)

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LOS Angeles Capital Management LLC

N/A

Shares— from 155

Change-155 (-100%)

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Kemnay Advisory Services Inc.

N/A

Shares— from 144

Change-144 (-100%)

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Huntington National Bank

N/A

Shares— from 122

Change-122 (-100%)

Value—

Pinney & Scofield, Inc.

N/A

Shares— from 120

Change-120 (-100%)

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Dunhill Financial, LLC

N/A

Shares— from 86

Change-86 (-100%)

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Smartleaf Asset Management LLC

N/A

Shares— from 73

Change-73 (-100%)

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Continuum Advisory, LLC

N/A

Shares— from 70

Change-70 (-100%)

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Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 69

Change-69 (-100%)

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Basecamp Wealth Advisors LLC

N/A

Shares— from 63

Change-63 (-100%)

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CVA Family Office, LLC

N/A

Shares— from 60

Change-60 (-100%)

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Transamerica Financial Advisors, LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 45

Change-45 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Jackson, Grant Investment Advisers, Inc.

N/A

Shares— from 35

Change-35 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 32

Change-32 (-100%)

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Walleye Capital LLC

N/A

Shares— from 30

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National Bank of Canada

N/A

Shares— from 29

Change-29 (-100%)

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Fiduciary Financial Advisors

N/A

Shares— from 23

Change-23 (-100%)

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Whittier Trust Co

N/A

Shares— from 22

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Osterweis Capital Management Inc

N/A

Shares— from 21

Change-21 (-100%)

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Godfrey Financial Associates, Inc.

N/A

Shares— from 17

Change-17 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 13

Change-13 (-100%)

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Bruce G. Allen Investments, LLC

N/A

Shares— from 12

Change-12 (-100%)

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Bellevue Asset Management, LLC

N/A

Shares— from 10

Change-10 (-100%)

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Napier Financial, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 7

Change-7 (-100%)

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Rialto Wealth Management, LLC

N/A

Shares— from 6

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Cornerstone Financial Management LLC

N/A

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Toronto Dominion Bank

N/A

Shares— from 5

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Aberdeen Wealth Management LLC

N/A

Shares— from 4

Change-4 (-100%)

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Ankerstar Wealth, LLC

N/A

Shares— from 3

Change-3 (-100%)

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Elequin Capital, LP

N/A

Shares— from 1

Change-1 (-100%)

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Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	1,321,310	1,546,705	-225,395	-15%	$157.6M	$135.2M	-$22.4M	2026-11-04
Geode Capital Management, LLC	INCREASED	795,864	717,760	+78,104	+11%	$73.1M	$81.4M	+$8.3M	2026-11-06
New South Capital Management Inc	DECREASED	707,017	953,137	-246,120	-26%	$97.1M	$72.3M	-$24.8M	2026-11-05
LSV Asset Management	DECREASED	210,007	216,757	-6,750	-3%	$22.1M	$21.5M	-$603.0K	2026-11-06
Penn Capital Management Company, LLC	INCREASED	200,801	162,740	+38,061	+23%	$16.6M	$20.6M	+$4.0M	2026-11-04
Bank of New York Mellon Corp	DECREASED	174,289	176,432	-2,143	-1%	$18.0M	$17.8M	-$148.6K	2026-11-05
Savant Capital, LLC	DECREASED	147,970	265,894	-117,924	-44%	$22.2M	$15.1M	-$7.1M	2026-11-06
Principal Financial Group Inc	DECREASED	131,533	132,800	-1,267	-1%	$13.5M	$13.5M	-$76.5K	2026-11-02
Russell Investments Group, Ltd.	DECREASED	115,327	206,690	-91,363	-44%	$21.1M	$11.8M	-$9.3M	2026-11-06
Deutsche Bank Ag\	DECREASED	105,456	107,633	-2,177	-2%	$11.0M	$10.8M	-$179.6K	2026-11-06
Wedge Capital Management L L P	DECREASED	36,045	36,291	-246	-1%	$3.7M	$3.7M	-$10.6K	2026-10-13
B. Metzler seel. Sohn & Co. AG	NEW	33,550	—	+33,550	—	—	$3.4M	—	2026-10-30
Creative Planning	INCREASED	32,150	26,931	+5,219	+19%	$2.7M	$3.3M	+$544.5K	2026-11-02
Fifth Third Bancorp	INCREASED	30,946	30,437	+509	+2%	$3.1M	$3.2M	+$64.3K	2026-11-05
New York State Teachers Retirement System	UNCHANGED	29,092	29,092	0	0%	$3.0M	$3.0M	+$12.0K	2026-10-22
Squarepoint Ops LLC	NEW	26,463	—	+26,463	—	—	$2.7M	—	2026-11-09
Mutual of America Capital Management LLC	INCREASED	26,199	3,147	+23,052	+733%	$320.6K	$2.7M	+$2.4M	2026-10-23
Prescott Group Capital Management, L.L.C.	UNCHANGED	22,000	22,000	0	0%	$2.2M	$2.3M	+$8.8K	2026-10-30
Thrivent Financial for Lutherans	DECREASED	17,501	18,042	-541	-3%	$1.8M	$1.8M	-$48.0K	2026-11-05
Shayne & Jacobs, LLC	UNCHANGED	17,260	17,260	0	0%	$1.8M	$1.8M	+$6.9K	2026-10-21
Wealth Enhancement Advisory Services, LLC	INCREASED	14,653	12,622	+2,031	+16%	$1.2M	$1.5M	+$286.2K	2026-10-13
Illinois Municipal Retirement Fund	INCREASED	14,635	14,188	+447	+3%	$1.4M	$1.5M	+$51.4K	2026-11-05
Investors Research Corp	DECREASED	14,058	16,416	-2,358	-14%	$1.7M	$1.4M	-$234.6K	2026-10-07
Barclays PLC	INCREASED	12,012	6,630	+5,382	+81%	$675.5K	$1.2M	+$553.1K	2026-11-06
Louisiana State Employees Retirement System	DECREASED	11,700	12,000	-300	-2%	$1.2M	$1.2M	-$25.9K	2026-10-20
State of New Jersey Common Pension Fund D	DECREASED	10,636	14,428	-3,792	-26%	$1.5M	$1.1M	-$382.1K	2026-11-05
Carolina Wealth Advisors, LLC	DECREASED	10,000	14,827	-4,827	-33%	$1.5M	$1.0M	-$487.8K	2026-10-23
CWA Asset Management Group, LLC	NEW	9,562	—	+9,562	—	—	$978.0K	—	2026-10-19
CenterBook Partners LP	NEW	8,584	—	+8,584	—	—	$878.0K	—	2026-11-02
Daiwa Securities Group Inc.	NEW	8,000	—	+8,000	—	—	$818.2K	—	2026-10-29
Aaron Wealth Advisors LLC	DECREASED	7,932	8,423	-491	-6%	$858.1K	$811.3K	-$46.9K	2026-10-13
Inscription Capital, LLC	DECREASED	7,875	7,967	-92	-1%	$811.7K	$805.5K	-$6.2K	2026-11-02
Police & Firemen's Retirement System of New Jersey	DECREASED	7,810	8,389	-579	-7%	$854.7K	$798.8K	-$55.9K	2026-11-09
Arizona State Retirement System	INCREASED	7,736	7,573	+163	+2%	$771.5K	$791.2K	+$19.7K	2026-11-03
Financial Advisory Partners, LLC	UNCHANGED	7,444	7,444	0	0%	$758.4K	$761.4K	+$3.0K	2026-10-23
LPL Financial LLC	DECREASED	7,277	8,839	-1,562	-18%	$900.5K	$744.3K	-$156.2K	2026-11-06
Amalgamated Bank	DECREASED	7,197	7,399	-202	-3%	$754.0K	$736.0K	-$18.0K	2026-10-23
Evergreen Capital Management LLC	DECREASED	7,152	7,484	-332	-4%	$762.5K	$731.5K	-$31.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	6,990	7,494	-504	-7%	$763.5K	$714.9K	-$48.6K	2026-10-22
Citigroup Inc	DECREASED	6,705	21,137	-14,432	-68%	$2.2M	$685.8K	-$1.5M	2026-11-04
Handelsbanken Fonder AB	DECREASED	6,534	13,177	-6,643	-50%	$1.3K	$668.0K	+$666.7K	2026-11-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	6,483	6,515	-32	0%	$663.7K	$663.1K	-$667	2026-11-03
State of Alaska, Department of Revenue	DECREASED	6,426	10,960	-4,534	-41%	$1.1M	$656.0K	-$459.0K	2026-10-15
Oregon Public Employees Retirement Fund	DECREASED	6,172	6,282	-110	-2%	$640.0K	$631.3K	-$8.7K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	6,146	4,017	+2,129	+53%	$409.3K	$628.6K	+$219.4K	2026-11-05
J. L. Bainbridge & Co., Inc.	INCREASED	5,669	3,582	+2,087	+58%	$364.9K	$579.8K	+$214.9K	2026-10-20
Harbor Capital Advisors, Inc.	DECREASED	5,665	12,091	-6,426	-53%	$1.2M	$579.0K	-$653.0K	2026-10-22
Achmea Investment Management B.V.	NEW	5,300	—	+5,300	—	—	$542.5K	—	2026-10-30
Amundi	INCREASED	5,299	5,288	+11	+0%	$538.7K	$542.0K	+$3.2K	2026-11-06
Nisa Investment Advisors, LLC	DECREASED	5,200	7,048	-1,848	-26%	$718.1K	$531.9K	-$186.2K	2026-10-20
Concurrent Investment Advisors, LLC	DECREASED	5,076	5,640	-564	-10%	$574.6K	$519.1K	-$55.4K	2026-10-16
Pavaki Capital Management LLC	UNCHANGED	5,000	5,000	0	0%	$509.4K	$511.4K	+$2.0K	2026-10-26
Cassaday & Co Wealth Management LLC	DECREASED	4,987	4,993	-6	0%	$508.7K	$510.1K	+$1.4K	2026-10-27
J.W. Cole Advisors, Inc.	DECREASED	4,904	5,061	-157	-3%	$515.6K	$501.5K	-$14.1K	2026-11-05
Choreo, LLC	INCREASED	4,848	4,249	+599	+14%	$432.9K	$495.9K	+$63.0K	2026-10-28
Chicago Partners Investment Group LLC	INCREASED	4,568	4,422	+146	+3%	$414.9K	$499.3K	+$84.5K	2026-10-27
Cambridge Investment Research Advisors, Inc.	DECREASED	4,532	5,479	-947	-17%	$558.0K	$464.0K	-$94.0K	2026-11-02
HUB Investment Partners, LLC	INCREASED	4,426	3,437	+989	+29%	$350.2K	$452.7K	+$102.5K	2026-11-03
Pictet Asset Management Holding SA	DECREASED	4,338	4,906	-568	-12%	$499.8K	$443.7K	-$56.1K	2026-11-03
Bank of Montreal	INCREASED	4,175	3,432	+743	+22%	$349.7K	$427.0K	+$77.4K	2026-11-09
ProShare Advisors LLC	DECREASED	3,854	4,012	-158	-4%	$408.7K	$394.2K	-$14.6K	2026-10-29
Brighton Jones LLC	INCREASED	3,777	3,771	+6	+0%	$384.2K	$386.3K	+$2.0K	2026-11-03
Baker Avenue Asset Management, LP	DECREASED	3,760	3,969	-209	-5%	$404.4K	$384.6K	-$19.8K	2026-11-06
Atria Investments, Inc	INCREASED	3,649	3,119	+530	+17%	$317.8K	$373.2K	+$55.5K	2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	3,575	3,366	+209	+6%	$342.9K	$365.7K	+$22.7K	2026-10-27
Crestwood Advisors Group, LLC	INCREASED	3,473	3,206	+267	+8%	$326.6K	$355.2K	+$28.6K	2026-10-27
Diversified Trust Co	INCREASED	3,411	3,392	+19	+1%	$345.6K	$348.9K	+$3.3K	2026-11-06
Nilsine Partners, LLC	NEW	3,228	—	+3,228	—	—	$330.2K	—	2026-11-02
Fifth Third Wealth Advisors LLC	NEW	2,838	—	+2,838	—	—	$290.3K	—	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	2,732	3,142	-410	-13%	$320.1K	$279.4K	-$40.7K	2026-11-02
CIBC Asset Management Inc	DECREASED	2,716	2,767	-51	-2%	$281.9K	$277.8K	-$4.1K	2026-11-05
Xponance LLC	DECREASED	2,714	2,798	-84	-3%	$285.1K	$277.6K	-$7.5K	2026-11-03
Bailard, Inc.	NEW	2,700	—	+2,700	—	—	$276.2K	—	2026-10-13
Prime Capital Investment Advisors, LLC	DECREASED	2,667	3,731	-1,064	-29%	$380.1K	$272.8K	-$107.4K	2026-10-20
HB Wealth Management, LLC	INCREASED	2,516	2,346	+170	+7%	$239.0K	$257.3K	+$18.3K	2026-10-23
Altar Rock LLC	UNCHANGED	2,481	2,481	0	0%	$252.8K	$261.3K	+$8.6K	2026-11-06
Certuity, LLC	INCREASED	2,313	2,217	+96	+4%	$225.9K	$236.6K	+$10.7K	2026-11-02
Merit Financial Group, LLC	INCREASED	2,296	2,222	+74	+3%	$226.3K	$234.8K	+$8.5K	2026-11-06
Gamma Investing LLC	INCREASED	2,239	2,010	+229	+11%	$204.8K	$229.0K	+$24.2K	2026-10-08
Oppenheimer Asset Management Inc.	UNCHANGED	2,187	2,187	0	0%	$222.8K	$223.7K	+$876	2026-10-27
Hantz Financial Services, Inc.	INCREASED	2,119	2,095	+24	+1%	$213.0K	$217.0K	+$4.0K	2026-11-09
Interchange Capital Partners, LLC	DECREASED	2,106	2,150	-44	-2%	$219.0K	$215.4K	-$3.6K	2026-10-28
Cornerstone Wealth Group, LLC	NEW	2,041	—	+2,041	—	—	$208.8K	—	2026-11-02
Swiss Life Asset Management Ltd	UNCHANGED	2,018	2,018	0	0%	$205.6K	$206.4K	+$807	2026-11-03
Harbor Investment Advisory, LLC	UNCHANGED	1,977	1,977	0	0%	$201.4K	$202.2K	+$791	2026-10-13
Versant Capital Management, Inc	UNCHANGED	1,766	1,766	0	0%	$179.9K	$180.6K	+$706	2026-10-02
PNC Financial Services Group, Inc.	DECREASED	1,710	1,773	-63	-4%	$180.6K	$174.9K	-$5.7K	2026-11-06
IFP Advisors, Inc	DECREASED	1,462	1,466	-4	0%	$149.4K	$149.5K	+$177	2026-10-16
US Bancorp \de\	DECREASED	1,213	2,515	-1,302	-52%	$256.2K	$124.1K	-$132.2K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	1,113	583	+530	+91%	$59.4K	$113.9K	+$54.4K	2026-10-08
KBC Group NV	UNCHANGED	1,066	1,066	0	0%	$109.0K	$109.0K	$0	2026-10-22
Reyes Financial Architecture, Inc.	NEW	1,034	—	+1,034	—	—	$105.8K	—	2026-10-22
Parallel Advisors, LLC	INCREASED	1,030	808	+222	+27%	$82.3K	$105.3K	+$23.0K	2026-11-03
Spire Wealth Management	DECREASED	1,009	1,077	-68	-6%	$109.7K	$103.2K	-$6.5K	2026-10-30
Blue Trust, Inc.	DECREASED	843	874	-31	-4%	$89.0K	$86.2K	-$2.8K	2026-10-15
Pension & Wealth Management Advisors, Inc.	NEW	751	—	+751	—	—	$76.8K	—	2026-10-16
Covestor Ltd	DECREASED	726	983	-257	-26%	$100.0K	$74.0K	-$26.0K	2026-10-30
State of Wyoming	NEW	725	—	+725	—	—	$74.2K	—	2026-10-28
SJS Investment Consulting Inc.	UNCHANGED	603	603	0	0%	$61.4K	$61.7K	+$241	2026-10-26
Compagnie Lombard Odier SCmA	UNCHANGED	600	600	0	0%	$61.1K	$61.4K	+$240	2026-11-04
Signaturefd, LLC	INCREASED	561	336	+225	+67%	$34.2K	$57.4K	+$23.1K	2026-10-23
Brown, Lisle Ings, Inc.	UNCHANGED	554	554	0	0%	$56.4K	$56.7K	+$221	2026-10-16
Sterling Capital Management LLC	DECREASED	552	568	-16	-3%	$57.9K	$56.5K	-$1.4K	2026-10-22
Allworth Financial LP	INCREASED	542	526	+16	+3%	$53.6K	$55.3K	+$1.7K	2026-11-06
USA Financial Formulas	NEW	490	—	+490	—	—	$50.1K	—	2026-10-16
Pinnacle Wealth Planning Services, Inc.	INCREASED	480	465	+15	+3%	$47.4K	$49.1K	+$1.7K	2026-10-27
Parkside Financial Bank & Trust	UNCHANGED	382	382	0	0%	$38.9K	$39.1K	+$153	2026-10-27
Essential Partners LLC	UNCHANGED	355	355	0	0%	$36.2K	$36.3K	+$142	2026-10-14
PFS Partners, LLC	INCREASED	341	339	+2	+1%	$34.5K	$34.9K	+$380	2026-10-21
Nykredit A/S	DECREASED	326	968	-642	-66%	$98.6K	$33.3K	-$65.3K	2026-11-06
True Wealth Design, LLC	UNCHANGED	317	317	0	0%	$32.3K	$32.4K	+$127	2026-10-13
Eurizon Capital SGR S.p.A.	NEW	309	—	+309	—	—	$32.4K	—	2026-11-06
Bessemer Group Inc	INCREASED	296	222	+74	+33%	$23	$26.0K	+$26.0K	2026-11-09
Larson Financial Group LLC	INCREASED	289	210	+79	+38%	$21.3K	$29.6K	+$8.2K	2026-11-05
Salomon & Ludwin, LLC	UNCHANGED	276	276	0	0%	$27.6K	$28.2K	+$662	2026-10-29
Cullen T Bankers, Inc.	NEW	266	—	+266	—	—	$27.2K	—	2026-10-28
Root Financial Partners, LLC	NEW	256	—	+256	—	—	$26.2K	—	2026-10-21
TD Waterhouse Canada Inc.	UNCHANGED	242	242	0	0%	$24.2K	$24.9K	+$733	2026-10-16
Philadelphia Investment Partners, LLC	UNCHANGED	227	227	0	0%	$23.2K	$23.3K	+$91	2026-11-09
EverSource Wealth Advisors, LLC	INCREASED	188	168	+20	+12%	$17.1K	$19.2K	+$2.1K	2026-11-04
UMB Bank, n.a.	INCREASED	162	155	+7	+5%	$15.8K	$16.6K	+$778	2026-11-06
Fortitude Family Office, LLC	INCREASED	147	36	+111	+308%	$3.7K	$15.0K	+$11.4K	2026-10-14
Lanark Financial, Inc.	UNCHANGED	143	143	0	0%	$14.6K	$14.6K	+$58	2026-10-26
Wolverine Asset Management LLC	DECREASED	141	2,074	-1,933	-93%	$211.3K	$14.4K	-$196.9K	2026-11-02
Archer Investment Corp	UNCHANGED	134	134	0	0%	$13.7K	$13.7K	+$54	2026-11-05
SBI Securities Co., Ltd.	INCREASED	121	116	+5	+4%	$11.8K	$12.4K	+$558	2026-10-22
MV Capital Management, Inc.	UNCHANGED	119	119	0	0%	$12.1K	$12.2K	+$48	2026-10-29
Acadian Asset Management LLC	NEW	116	—	+116	—	—	$11	—	2026-11-09
Laurel Wealth Advisors LLC	NEW	115	—	+115	—	—	$11.8K	—	2026-10-27
Elyxium Wealth, LLC	NEW	104	—	+104	—	—	$10.6K	—	2026-10-27
MassMutual Private Wealth & Trust, FSB	INCREASED	91	81	+10	+12%	$8.3K	$9.3K	+$1.1K	2026-10-05
Evermay Wealth Management LLC	DECREASED	90	93	-3	-3%	$9.5K	$9.2K	-$269	2026-11-05
Compass Wealth Management LLC	NEW	80	—	+80	—	—	$8.2K	—	2026-10-22
Elevation Wealth Partners, LLC	INCREASED	74	50	+24	+48%	$5.1K	$7.6K	+$2.5K	2026-10-07
Geneos Wealth Management Inc.	DECREASED	70	86	-16	-19%	$8.8K	$7.2K	-$1.6K	2026-11-09
Toth Financial Advisory Corp	UNCHANGED	68	68	0	0%	$6.9K	$7.0K	+$28	2026-10-08
Kozak & Associates, Inc.	INCREASED	47	46	+1	+2%	$4.6K	$5.2K	+$610	2026-10-29
Bare Financial Services, Inc	INCREASED	42	27	+15	+56%	$2.8K	$4.3K	+$1.5K	2026-11-04
Buck Wealth Strategies, LLC	INCREASED	41	40	+1	+3%	$4.1K	$4.2K	+$48	2026-10-28
Capital Advisors, Ltd. LLC	INCREASED	38	24	+14	+58%	$2	$4	+$2	2026-10-27
Elevated Capital Advisors, LLC	UNCHANGED	35	35	0	0%	$3.6K	$3.6K	+$14	2026-11-04
PlanVest Financial, Inc	UNCHANGED	34	34	0	0%	$3.5K	$3.5K	+$14	2026-11-09
Armstrong Advisory Group, Inc	UNCHANGED	33	33	0	0%	$3.4K	$3.4K	+$13	2026-10-09
UMB Private Wealth Management, LLC	NEW	32	—	+32	—	—	$3.3K	—	2026-10-19
JFS Wealth Advisors, LLC	UNCHANGED	32	32	0	0%	$3.3K	$3.3K	+$12	2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	32	32	0	0%	$3.3K	$3.3K	+$13	2026-11-05
Picton Mahoney Asset Management	NEW	28	—	+28	—	—	$2.9K	—	2026-11-09
Harbour Investments, Inc.	DECREASED	28	46	-18	-39%	$4.7K	$2.9K	-$1.8K	2026-11-09
Creative Capital Management Investments LLC	INCREASED	28	15	+13	+87%	$1.5K	$2.9K	+$1.3K	2026-10-28
MTM Investment Management, LLC	UNCHANGED	27	27	0	0%	$2.8K	$2.8K	+$11	2026-10-30
Farmers & Merchants Investments Inc	INCREASED	25	13	+12	+92%	$1.3K	$2.6K	+$1.2K	2026-10-22
Whipplewood Advisors, LLC	UNCHANGED	23	23	0	0%	$2.3K	$2.4K	+$9	2026-10-20
IAG Wealth Partners, LLC	UNCHANGED	19	19	0	0%	$1.9K	$1.9K	+$7	2026-11-06
Physician Wealth Advisors, Inc.	INCREASED	18	13	+5	+38%	$1.3K	$1.8K	+$517	2026-10-20
Assetmark, Inc	INCREASED	18	15	+3	+20%	$1.5K	$1.8K	+$313	2026-10-21
Wilmington Savings Fund Society, FSB	UNCHANGED	17	17	0	0%	$1.7K	$1.7K	+$7	2026-10-23
Caldwell Sutter Capital, Inc.	UNCHANGED	17	17	0	0%	$1.7K	$1.7K	+$7	2026-11-09
Key FInancial Inc	UNCHANGED	17	17	0	0%	$1.8K	$1.8K	+$7	2026-11-02
Clark Wealth Partners	NEW	14	—	+14	—	—	$1.4K	—	2026-10-19
Adirondack Trust Co	UNCHANGED	14	14	0	0%	$1.4K	$1.4K	+$5	2026-10-14
Hughes Financial Services, LLC	UNCHANGED	14	14	0	0%	$1.4K	$1.6K	+$195	2026-10-30
Burkett Financial Services, LLC	UNCHANGED	13	13	0	0%	$1.4K	$1.4K	+$16	2026-10-01
Triumph Capital Management	UNCHANGED	11	11	0	0%	$1.1K	$1.1K	+$4	2026-10-14
Jacobi Capital Management LLC	NEW	10	—	+10	—	—	$973	—	2026-11-05
Bay Harbor Wealth Management, LLC	INCREASED	10	9	+1	+11%	$917	$1.0K	+$106	2026-11-03
Private Wealth Management Group, LLC	UNCHANGED	10	10	0	0%	$1.0K	$1.0K	+$4	2026-10-19
Navigoe, LLC	UNCHANGED	10	10	0	0%	$1	$1	$0	2026-11-04
North Star Investment Management Corp.	UNCHANGED	10	10	0	0%	$1.0K	$1.0K	+$4	2026-10-27
Avion Wealth	UNCHANGED	10	10	0	0%	$1	$1	$0	2026-11-04
Hilton Head Capital Partners, LLC	UNCHANGED	9	9	0	0%	$917	$921	+$4	2026-10-23
Bell Investment Advisors, Inc	UNCHANGED	9	9	0	0%	$917	$921	+$4	2026-10-29
Rossby Financial, LCC	UNCHANGED	9	9	0	0%	$917	$921	+$4	2026-11-05
Mather Group, Llc.	UNCHANGED	9	9	0	0%	$917	$921	+$4	2026-10-14
Rachor Investment Advisory Services, LLC	UNCHANGED	9	9	0	0%	$917	$921	+$4	2026-10-29
Aspect Partners, LLC	UNCHANGED	8	8	0	0%	$815	$818	+$3	2026-10-20
Albion Financial Group	UNCHANGED	8	8	0	0%	$816	$819	+$3	2026-10-21
Trust Co of Vermont	UNCHANGED	8	8	0	0%	$815	$818	+$3	2026-10-21
Valley National Advisers Inc	NEW	7	—	+7	—	—	$716	—	2026-10-23
American Capital Advisory, LLC	UNCHANGED	7	7	0	0%	$714	$716	+$2	2026-10-28
Barrett & Company, Inc.	UNCHANGED	7	7	0	0%	$713	$716	+$3	2026-10-22
Ascentis Wealth Management, LLC	NEW	5	—	+5	—	—	$511	—	2026-11-03
Golden State Wealth Management, LLC	UNCHANGED	5	5	0	0%	$509	$511	+$2	2026-11-02
DiNuzzo Private Wealth, Inc.	UNCHANGED	5	5	0	0%	$510	$512	+$2	2026-10-16
Beacon Financial Strategies Corp	DECREASED	4	322	-318	-99%	$32.8K	$410	-$32.4K	2026-10-14
Gilpin Wealth Management, LLC	UNCHANGED	4	4	0	0%	$408	$410	+$2	2026-10-09
DecisionPoint Financial, LLC	INCREASED	3	1	+2	+200%	$100	$310	+$210	2026-10-27
Signature Resources Capital Management, LLC	UNCHANGED	3	3	0	0%	$306	$307	+$1	2026-10-16
Leonteq Securities AG	UNCHANGED	3	3	0	0%	$306	$307	+$1	2026-10-29
Financial Consulate, Inc	NEW	2	—	+2	—	—	$205	—	2026-10-23
Clearstead Advisors, LLC	DECREASED	2	5	-3	-60%	$510	$102	-$408	2026-11-06
First Horizon Corp	UNCHANGED	2	2	0	0%	$204	$205	+$1	2026-10-26
Davis Capital Management	UNCHANGED	2	2	0	0%	$204	$205	+$1	2026-10-08
Proathlete Wealth Management LLC	NEW	1	—	+1	—	—	$102	—	2026-10-15
RHL Group, LLC	NEW	1	—	+1	—	—	$102	—	2026-11-04
IFG Advisory, LLC	NEW	1	—	+1	—	—	$102	—	2026-11-09
Abound Wealth Management	UNCHANGED	1	1	0	0%	$102	$103	+$1	2026-10-26
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$102	$103	+$1	2026-10-15
RMG Wealth Management LLC	UNCHANGED	1	1	0	0%	$119	$112	-$7	2026-10-26
Manchester Capital Management LLC	UNCHANGED	1	1	0	0%	$102	$103	+$1	2026-10-22
Deprince Race & Zollo Inc	CLOSED	0	493,450	-493,450	-100%	$50.3M	$0	-$50.3M	2026-10-13
Range Financial Group LLC	CLOSED	0	31,738	-31,738	-100%	$3.2M	$0	-$3.2M	2026-10-21
Intech Investment Management LLC	CLOSED	0	12,982	-12,982	-100%	$1.3M	$0	-$1.3M	2026-11-09
Tempus Wealth Planning, LLC	CLOSED	0	5,092	-5,092	-100%	$518.8K	$0	-$518.8K	2026-10-14
Verity Asset Management, Inc.	CLOSED	0	3,005	-3,005	-100%	$306.1K	$0	-$306.1K	2026-10-30
Bayforest Capital Ltd	CLOSED	0	696	-696	-100%	$70.9K	$0	-$70.9K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	557	-557	-100%	$55.6K	$0	-$55.6K	2026-11-02
Institute for Wealth Management, Llc.	CLOSED	0	88	-88	-100%	$8.9K	$0	-$8.9K	2026-11-06
Heritage Wealth Advisors	CLOSED	0	47	-47	-100%	$4.8K	$0	-$4.8K	2026-11-09
Stone House Investment Management, LLC	CLOSED	0	42	-42	-100%	$4.3K	$0	-$4.3K	2026-10-23
AdvisorNet Financial, Inc	CLOSED	0	19	-19	-100%	$1.9K	$0	-$1.9K	2026-10-15
Plante Moran Financial Advisors, LLC	CLOSED	0	3	-3	-100%	$306	$0	-$306	2026-11-04
Inspire Investing, LLC	CLOSED	0	3	-3	-100%	$306	$0	-$306	2026-10-22
Evolution Advisers, Inc.	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-06
BlackRock, Inc.	N/A	—	4,304,632	-4,304,632	-100%	$438.6M	—	—	—
Impactive Capital LPA	N/A	—	4,129,984	-4,129,984	-100%	$420.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,901,819	-1,901,819	-100%	$193.8M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	1,487,384	-1,487,384	-100%	$151.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,353,166	-1,353,166	-100%	$137.9M	—	—	—
State Street Corp	N/A	—	1,155,752	-1,155,752	-100%	$117.7M	—	—	—
Senvest Management, LLC	N/A	—	1,126,132	-1,126,132	-100%	$114.7M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	793,389	-793,389	-100%	$80.8M	—	—	—
Ananym Capital Management, LP	N/A	—	644,610	-644,610	-100%	$65.7M	—	—	—
Victory Capital Management Inc	N/A	—	594,834	-594,834	-100%	$60.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	498,904	-498,904	-100%	$50.8M	—	—	—
Quantinno Capital Management LP	N/A	—	475,937	-475,937	-100%	$48.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	470,845	-470,845	-100%	$48.0M	—	—	—
Morgan Stanley	N/A	—	449,956	-449,956	-100%	$45.8M	—	—	—
GMT Capital Corp	N/A	—	414,050	-414,050	-100%	$42.2M	—	—	—
CAS Investment Partners, LLC	N/A	—	400,000	-400,000	-100%	$40.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	379,529	-379,529	-100%	$38.7M	—	—	—
Northern Trust Corp	N/A	—	333,408	-333,408	-100%	$34.0M	—	—	—
American Century Companies Inc	N/A	—	247,903	-247,903	-100%	$25.3M	—	—	—
Bank of America Corp	N/A	—	246,868	-246,868	-100%	$25.2M	—	—	—
FMR LLC	N/A	—	228,570	-228,570	-100%	$23.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	214,840	-214,840	-100%	$21.9M	—	—	—
AQR Capital Management LLC	N/A	—	193,688	-193,688	-100%	$19.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	185,333	-185,333	-100%	$18.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	181,284	-181,284	-100%	$18.5M	—	—	—
Wells Fargo & Company	N/A	—	180,501	-180,501	-100%	$18.4M	—	—	—
Invesco Ltd.	N/A	—	163,683	-163,683	-100%	$16.7M	—	—	—
JPMorgan Chase & Co	N/A	—	157,377	-157,377	-100%	$16.3M	—	—	—
Ancora Advisors LLCA	N/A	—	157,072	-157,072	-100%	$16.0M	—	—	—
Two Sigma Investments, LP	N/A	—	146,741	-146,741	-100%	$14.9M	—	—	—
Bamco Inc	N/A	—	144,788	-144,788	-100%	$14.8M	—	—	—
Empowered Funds, LLC	N/A	—	140,607	-140,607	-100%	$14.3M	—	—	—
UBS Group AG	N/A	—	118,506	-118,506	-100%	$12.1M	—	—	—
New York State Common Retirement Fund	N/A	—	108,950	-108,950	-100%	$11.1M	—	—	—
Franklin Resources Inc	N/A	—	102,691	-102,691	-100%	$10.5M	—	—	—
Public Sector Pension Investment Board	N/A	—	94,348	-94,348	-100%	$9.6M	—	—	—
Wellington Management Group LLP	N/A	—	93,411	-93,411	-100%	$9.5M	—	—	—
SEI Investments Co	N/A	—	88,889	-88,889	-100%	$9.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	83,843	-83,843	-100%	$8.5M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	81,166	-81,166	-100%	$8.3M	—	—	—
Nuveen, LLC	N/A	—	80,598	-80,598	-100%	$8.2M	—	—	—
Trexquant Investment LP	N/A	—	77,056	-77,056	-100%	$7.9M	—	—	—
Rhumbline Advisers	N/A	—	76,256	-76,256	-100%	$7.8M	—	—	—
UBS Asset Management Americas LLC	N/A	—	74,528	-74,528	-100%	$7.6M	—	—	—
Verition Fund Management LLC	N/A	—	71,175	-71,175	-100%	$7.3M	—	—	—
Neuberger Berman Group LLC	N/A	—	70,637	-70,637	-100%	$7.2M	—	—	—
Ameriprise Financial Inc	N/A	—	66,090	-66,090	-100%	$6.7M	—	—	—
Legal & General Group Plc	N/A	—	65,574	-65,574	-100%	$6.7M	—	—	—
Landmark Investment Partners, L.P.	N/A	—	60,580	-60,580	-100%	$7.1M	—	—	—
Caxton Associates LLP	N/A	—	56,478	-56,478	-100%	$5.8M	—	—	—
Swiss National Bank	N/A	—	55,136	-55,136	-100%	$5.6M	—	—	—
Credit Agricole S A	N/A	—	44,000	-44,000	-100%	$4.5M	—	—	—
SG Americas Securities, LLC	N/A	—	39,690	-39,690	-100%	$4.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	38,483	-38,483	-100%	$3.9M	—	—	—
GW&K Investment Management, LLC	N/A	—	35,508	-35,508	-100%	$3.6M	—	—	—
Alliancebernstein L.P.	N/A	—	34,055	-34,055	-100%	$2.2M	—	—	—
CIBC World Market Inc.	N/A	—	33,320	-33,320	-100%	$3.4M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	32,492	-32,492	-100%	$3.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	31,814	-31,814	-100%	$3.2M	—	—	—
California State Teachers Retirement System	N/A	—	31,358	-31,358	-100%	$3.2M	—	—	—
Raymond James Financial Inc	N/A	—	30,590	-30,590	-100%	$3.1M	—	—	—
MAI Capital Management	N/A	—	28,892	-28,892	-100%	$2.9M	—	—	—
Prudential Financial Inc	N/A	—	28,548	-28,548	-100%	$2.9M	—	—	—
Canada Life Assurance Co	N/A	—	28,497	-28,497	-100%	$2.9M	—	—	—
Pallas Capital Advisors LLC	N/A	—	27,597	-27,597	-100%	$2.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	27,550	-27,550	-100%	$2.8M	—	—	—
BW Gestao de Investimentos Ltda.	N/A	—	27,000	-27,000	-100%	$2.8M	—	—	—
Royal Bank of Canada	N/A	—	25,343	-25,343	-100%	$2.6M	—	—	—
Summit Trail Advisors, LLC	N/A	—	22,090	-22,090	-100%	$2.3M	—	—	—
CastleKnight Management LP	N/A	—	20,300	-20,300	-100%	$2.1M	—	—	—
Quinn Opportunity Partners LLC	N/A	—	20,000	-20,000	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	19,614	-19,614	-100%	$2.0M	—	—	—
Mork Capital Management, LLC	N/A	—	18,830	-18,830	-100%	$1.9M	—	—	—
Marshall Wace, LLP	N/A	—	18,381	-18,381	-100%	$1.9M	—	—	—
Edgestream Partners, L.P.	N/A	—	17,539	-17,539	-100%	$1.8M	—	—	—
XTX Topco Ltd	N/A	—	17,396	-17,396	-100%	$1.8M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	16,473	-16,473	-100%	$1.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	16,418	-16,418	-100%	$1.7M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	15,930	-15,930	-100%	$1.6M	—	—	—
Brevan Howard Capital Management LP	N/A	—	15,807	-15,807	-100%	$1.6M	—	—	—
Focus Partners Wealth	N/A	—	15,642	-15,642	-100%	$1.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	14,082	-14,082	-100%	$1.4M	—	—	—
Jupiter Topco LLC	N/A	—	13,729	-13,729	-100%	$1.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	12,920	-12,920	-100%	$1.3M	—	—	—
Cullen Capital Management, LLC	N/A	—	12,870	-12,870	-100%	$1.3M	—	—	—
GSA Capital Partners LLP	N/A	—	11,773	-11,773	-100%	$1.2M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	11,340	-11,340	-100%	$1.2M	—	—	—
Dark Forest Capital Management LP	N/A	—	8,479	-8,479	-100%	$863.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,441	-8,441	-100%	$859.9K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	8,093	-8,093	-100%	$824.5K	—	—	—
Cerity Partners LLC	N/A	—	7,829	-7,829	-100%	$797.6K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	7,677	-7,677	-100%	$782.1K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	7,485	-7,485	-100%	$762.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	7,309	-7,309	-100%	$744.6K	—	—	—
Winton Group Ltd	N/A	—	7,100	-7,100	-100%	$723.3K	—	—	—
First Trust Advisors LP	N/A	—	7,020	-7,020	-100%	$715.2K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	6,917	-6,917	-100%	$704.0K	—	—	—
Engineers Gate Manager LP	N/A	—	6,600	-6,600	-100%	$672.4K	—	—	—
Graham Capital Management, L.P.	N/A	—	6,578	-6,578	-100%	$670.2K	—	—	—
Guggenheim Capital LLC	N/A	—	6,568	-6,568	-100%	$669.1K	—	—	—
Syon Capital LLC	N/A	—	6,556	-6,556	-100%	$667.9K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	6,400	-6,400	-100%	$652.0K	—	—	—
Mariner, LLC	N/A	—	6,092	-6,092	-100%	$620.7K	—	—	—
IEQ Capital, LLC	N/A	—	5,879	-5,879	-100%	$599.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	5,781	-5,781	-100%	$589.0K	—	—	—
Voya Investment Management LLC	N/A	—	5,327	-5,327	-100%	$542.7K	—	—	—
Stifel Financial Corp	N/A	—	4,836	-4,836	-100%	$492.8K	—	—	—
Kera Capital Partners, Inc.	N/A	—	4,561	-4,561	-100%	$464.7K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	4,453	-4,453	-100%	$453.7K	—	—	—
Aristeia Capital, L.L.C.	N/A	—	4,343	-4,343	-100%	$442.5K	—	—	—
nVerses Capital, LLC	N/A	—	4,013	-4,013	-100%	$408.8K	—	—	—
Ares Systematic Credit Ltd	N/A	—	3,952	-3,952	-100%	$402.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	3,917	-3,917	-100%	$399.1K	—	—	—
Texas Yale Capital Corp.	N/A	—	3,881	-3,881	-100%	$395.4K	—	—	—
M&T Bank Corp	N/A	—	3,825	-3,825	-100%	$389.8K	—	—	—
Captrust Financial Advisors	N/A	—	3,809	-3,809	-100%	$388.1K	—	—	—
Arax Advisory Partners	N/A	—	3,762	-3,762	-100%	$383.3K	—	—	—
State of Wisconsin Investment Board	N/A	—	3,677	-3,677	-100%	$374.6K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	3,203	-3,203	-100%	$326.3K	—	—	—
Caprock Group, LLC	N/A	—	3,187	-3,187	-100%	$324.7K	—	—	—
HighTower Advisors, LLC	N/A	—	3,170	-3,170	-100%	$322.9K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,059	-3,059	-100%	$312.0K	—	—	—
Hudson Bay Capital Management LP	N/A	—	3,049	-3,049	-100%	$310.6K	—	—	—
Peak6 LLC	N/A	—	3,024	-3,024	-100%	$308.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	3,019	-3,019	-100%	$307.6K	—	—	—
HSBC Holdings PLC	N/A	—	2,804	-2,804	-100%	$285.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,691	-2,691	-100%	$274.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,557	-2,557	-100%	$260.5K	—	—	—
EP Wealth Advisors, LLC	N/A	—	2,347	-2,347	-100%	$239.1K	—	—	—
Advisors Asset Management, Inc.	N/A	—	2,305	-2,305	-100%	$234.8K	—	—	—
Centiva Capital, LP	N/A	—	2,269	-2,269	-100%	$231.2K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	2,224	-2,224	-100%	$226.5K	—	—	—
Connable Office Inc	N/A	—	2,211	-2,211	-100%	$225.3K	—	—	—
Cetera Investment Advisers	N/A	—	2,153	-2,153	-100%	$219.4K	—	—	—
Vident Advisory, LLC	N/A	—	2,075	-2,075	-100%	$211.4K	—	—	—
Magnetar Financial LLC	N/A	—	2,050	-2,050	-100%	$208.9K	—	—	—
Graticule Asia Macro Advisors LLC	N/A	—	1,870	-1,870	-100%	$190.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,699	-1,699	-100%	$173.4K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	1,449	-1,449	-100%	$147.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,132	-1,132	-100%	$115.3K	—	—	—
Quantum Portfolio Management LLC	N/A	—	1,001	-1,001	-100%	$102.0K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	774	-774	-100%	$196.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	710	-710	-100%	$72.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	698	-698	-100%	$71.1K	—	—	—
Nomura Asset Management Co LTD	N/A	—	680	-680	-100%	$69.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	644	-644	-100%	$65.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	619	-619	-100%	$62.8K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	394	-394	-100%	$40.1K	—	—	—
Storebrand Asset Management AS	N/A	—	289	-289	-100%	$29.4K	—	—	—
Rothschild Investment LLC	N/A	—	282	-282	-100%	$28.7K	—	—	—
SHP Wealth Management	N/A	—	265	-265	-100%	$27.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	239	-239	-100%	$24.4K	—	—	—
LRI Investments, LLC	N/A	—	234	-234	-100%	$23.8K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	220	-220	-100%	$22.4K	—	—	—
ST Germain D J Co Inc	N/A	—	186	-186	-100%	$19.0K	—	—	—
Optiver Holding B.V.	N/A	—	180	-180	-100%	$18.3K	—	—	—
JPL Wealth Management, LLC	N/A	—	155	-155	-100%	$15.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	155	-155	-100%	$15.8K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	144	-144	-100%	$14.7K	—	—	—
Huntington National Bank	N/A	—	122	-122	-100%	$12.4K	—	—	—
Pinney & Scofield, Inc.	N/A	—	120	-120	-100%	$12.2K	—	—	—
Dunhill Financial, LLC	N/A	—	86	-86	-100%	$8.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	73	-73	-100%	$7.5K	—	—	—
Continuum Advisory, LLC	N/A	—	70	-70	-100%	$7.1K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	69	-69	-100%	$7.0K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	63	-63	-100%	$6.4K	—	—	—
CVA Family Office, LLC	N/A	—	60	-60	-100%	$6.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	52	-52	-100%	$5.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	45	-45	-100%	$4.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	40	-40	-100%	$4.1K	—	—	—
Jackson, Grant Investment Advisers, Inc.	N/A	—	35	-35	-100%	$3.6K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	32	-32	-100%	$3.3K	—	—	—
Walleye Capital LLC	N/A	—	30	-30	-100%	$3.1K	—	—	—
National Bank of Canada	N/A	—	29	-29	-100%	$3.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	23	-23	-100%	$2.2K	—	—	—
Whittier Trust Co	N/A	—	22	-22	-100%	$2.2K	—	—	—
Osterweis Capital Management Inc	N/A	—	21	-21	-100%	$2.1K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	17	-17	-100%	$1.7K	—	—	—
BFC Planning, Inc.	N/A	—	13	-13	-100%	$1.4K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	12	-12	-100%	$1.2K	—	—	—
Bellevue Asset Management, LLC	N/A	—	10	-10	-100%	$1.0K	—	—	—
Napier Financial, LLC	N/A	—	10	-10	-100%	$1.0K	—	—	—
McMillan Office, Inc.	N/A	—	7	-7	-100%	$713	—	—	—
HFM Investment Advisors, LLC	N/A	—	7	-7	-100%	$714	—	—	—
Rialto Wealth Management, LLC	N/A	—	6	-6	-100%	$612	—	—	—
Cornerstone Financial Management LLC	N/A	—	6	-6	-100%	$611	—	—	—
Toronto Dominion Bank	N/A	—	5	-5	-100%	$473	—	—	—
Aberdeen Wealth Management LLC	N/A	—	4	-4	-100%	$408	—	—	—
Ankerstar Wealth, LLC	N/A	—	3	-3	-100%	$306	—	—	—
Elequin Capital, LP	N/A	—	1	-1	-100%	$102	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$102	—	—	—

Showing 404 of 404 institutions