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Materion Corp (MTRN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares543,227 from 577,952
Change-34,725 (-6%)
Value$146.4M (-$25.4M)
Filed 2026-11-04
Congress Asset Management Co
NEW
Shares192,274
Change+192,274
Value$51.8M
Filed 2026-10-06
Bank of New York Mellon Corp
INCREASED
Shares166,528 from 164,967
Change+1,561 (+1%)
Value$44.9M (-$4.2M)
Filed 2026-11-05
Principal Financial Group Inc
INCREASED
Shares138,861 from 123,519
Change+15,342 (+12%)
Value$37.4M (+$702.2K)
Filed 2026-11-02
Copeland Capital Management, LLC
DECREASED
Shares120,742 from 227,669
Change-106,927 (-47%)
Value$32.6M (-$35.2M)
Filed 2026-10-13
Raiffeisen Bank International AG
INCREASED
Shares88,049 from 62,109
Change+25,940 (+42%)
Value$23.6M (+$5.7M)
Filed 2026-10-28
AGF Management LTD
UNCHANGED
Shares68,093 from 68,093
Change0 (0%)
Value$18.4M (-$1.9M)
Filed 2026-11-03
MacKenzie Financial Corp
DECREASED
Shares61,194 from 103,996
Change-42,802 (-41%)
Value$16.5M (-$14.4M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares56,064 from 57,092
Change-1,028 (-2%)
Value$15.1K (-$17.0M)
Filed 2026-11-05
King Luther Capital Management Corp
DECREASED
Shares46,617 from 53,461
Change-6,844 (-13%)
Value$12.6M (-$3.3M)
Filed 2026-11-05
Mutual of America Capital Management LLC
DECREASED
Shares43,648 from 50,693
Change-7,045 (-14%)
Value$11.8M (-$3.3M)
Filed 2026-10-23
ProShare Advisors LLC
INCREASED
Shares42,131 from 30,089
Change+12,042 (+40%)
Value$11.4M (+$2.4M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares37,509 from 16,148
Change+21,361 (+132%)
Value$10.1M (+$5.3M)
Filed 2026-11-04
Chatham Capital Group, Inc.
INCREASED
Shares27,725 from 27,575
Change+150 (+1%)
Value$7.5M (-$726.1K)
Filed 2026-10-16
Gilman Hill Asset Management, LLC
INCREASED
Shares25,345 from 25,140
Change+205 (+1%)
Value$6.8M (-$643.6K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares20,877 from 15,812
Change+5,065 (+32%)
Value$5.6M (+$926.0K)
Filed 2026-11-02
New York State Teachers Retirement System
INCREASED
Shares18,581 from 18,033
Change+548 (+3%)
Value$5.0K (-$5.4M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,549 from 11,805
Change+744 (+6%)
Value$750.4K (+$171.6K)
Filed 2026-10-13
Oliver Luxxe Assets LLC
DECREASED
Shares11,288 from 12,671
Change-1,383 (-11%)
Value$3.0M (-$725.1K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED
Shares10,570 from 10,624
Change-54 (-1%)
Value$2.8M (-$309.9K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares10,516 from 10,626
Change-110 (-1%)
Value$2.8M (-$325.1K)
Filed 2026-10-20
Illinois Municipal Retirement Fund
DECREASED
Shares9,987 from 10,791
Change-804 (-7%)
Value$2.7M (-$516.7K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares9,841 from 9,593
Change+248 (+3%)
Value$2.7M (+$264.2K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares9,665 from 6,826
Change+2,839 (+42%)
Value$2.6M (+$575.7K)
Filed 2026-11-05
Eulav Asset Management
NEW
Shares8,900
Change+8,900
Value$2.4M
Filed 2026-10-23
Louisiana State Employees Retirement System
DECREASED
Shares8,900 from 9,100
Change-200 (-2%)
Value$2.4M (-$306.9K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
INCREASED
Shares7,948 from 7,842
Change+106 (+1%)
Value$2.1M (-$189.4K)
Filed 2026-10-20
Meyer Handelman Co
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$2.1M (-$219.6K)
Filed 2026-10-28
Asset Management One Co., Ltd.
DECREASED
Shares7,872 from 8,596
Change-724 (-8%)
Value$2.1M (-$425.7K)
Filed 2026-10-27
State of New Jersey Common Pension Fund D
DECREASED
Shares6,777 from 6,881
Change-104 (-2%)
Value$1.8M (-$219.3K)
Filed 2026-11-05
Covea Finance
DECREASED
Shares6,700 from 12,100
Change-5,400 (-45%)
Value$1.8M (-$1.8M)
Filed 2026-10-21
Virginia Retirement Systems ET Al
INCREASED
Shares6,700 from 4,500
Change+2,200 (+49%)
Value$1.8M (+$468.0K)
Filed 2026-10-28
Arizona State Retirement System
INCREASED
Shares5,711 from 5,596
Change+115 (+2%)
Value$1.5M (-$124.6K)
Filed 2026-11-03
Strs Ohio
INCREASED
Shares5,600 from 3,300
Change+2,300 (+70%)
Value$1.5M (+$528.3K)
Filed 2026-10-30
Cookson Peirce & Co Inc
NEW
Shares5,595
Change+5,595
Value$1.5M
Filed 2026-10-30
Heritage Investors Management Corp
UNCHANGED
Shares5,440 from 5,440
Change0 (0%)
Value$1.5K (-$1.6M)
Filed 2026-10-29
Jackson Creek Investment Advisors LLC
DECREASED
Shares5,431 from 7,877
Change-2,446 (-31%)
Value$1.5K (-$197)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares5,426 from 5,583
Change-157 (-3%)
Value$1.5M (-$197.5K)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares5,406 from 5,593
Change-187 (-3%)
Value$1.5K (-$1.7M)
Filed 2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares4,909 from 4,933
Change-24 (0%)
Value$1.3M (-$143.6K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
DECREASED
Shares4,673 from 4,760
Change-87 (-2%)
Value$1.3M (-$155.8K)
Filed 2026-10-30
Maryland State Retirement & Pension System
INCREASED
Shares4,632 from 3,032
Change+1,600 (+53%)
Value$1.2M (+$347.1K)
Filed 2026-11-05
Deuterium Capital Management, LLC
UNCHANGED
Shares4,540 from 4,540
Change0 (0%)
Value$1.2M (-$126.2K)
Filed 2026-11-04
State of Alaska, Department of Revenue
DECREASED
Shares4,479 from 7,651
Change-3,172 (-41%)
Value$1.2K (-$2.3M)
Filed 2026-10-15
Central Pacific Bank - Trust Division
UNCHANGED
Shares4,273 from 4,273
Change0 (0%)
Value$1.2M (-$118.8K)
Filed 2026-10-06
Ethic Inc.
DECREASED
Shares3,951 from 4,276
Change-325 (-8%)
Value$1.1M (-$206.5K)
Filed 2026-11-03
State of Wyoming
DECREASED
Shares3,728 from 4,357
Change-629 (-14%)
Value$1.0M (-$290.7K)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares3,511
Change+3,511
Value$947.3K
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares3,050 from 2,839
Change+211 (+7%)
Value$822.3K (-$22.0K)
Filed 2026-10-23
DekaBank Deutsche Girozentrale
NEW
Shares2,928
Change+2,928
Value$789
Filed 2026-10-27
Pictet Asset Management Holding SA
DECREASED
Shares2,900 from 3,494
Change-594 (-17%)
Value$781.8K (-$257.3K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares2,422 from 1,449
Change+973 (+67%)
Value$653.0K (+$222.0K)
Filed 2026-10-15
Inspire Investing, LLC
INCREASED
Shares2,342 from 2,296
Change+46 (+2%)
Value$631.4K (-$51.4K)
Filed 2026-10-22
Swiss Life Asset Management Ltd
INCREASED
Shares2,312 from 2,203
Change+109 (+5%)
Value$623.3K (-$31.9K)
Filed 2026-11-03
Tred Avon Family Wealth, LLC
DECREASED
Shares2,185 from 2,260
Change-75 (-3%)
Value$589.0K (-$83.0K)
Filed 2026-10-20
Contravisory Investment Management, Inc.
INCREASED
Shares2,044 from 1,867
Change+177 (+9%)
Value$551.0K (-$4.2K)
Filed 2026-10-13
Xponance LLC
DECREASED
Shares1,987 from 2,060
Change-73 (-4%)
Value$535.7K (-$76.9K)
Filed 2026-11-03
Uhlmann Price Securities, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$523.0K (-$53.9K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares1,857 from 3,316
Change-1,459 (-44%)
Value$500.6K (-$485.5K)
Filed 2026-11-05
Gibbs Wealth Management
NEW
Shares1,635
Change+1,635
Value$440.8K
Filed 2026-10-22
Triad Wealth Partners, LLC
DECREASED
Shares1,560 from 1,649
Change-89 (-5%)
Value$420.6K (+$68.1K)
Filed 2026-10-26
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$404.4K (-$41.7K)
Filed 2026-10-13
Abel Hall, LLC
INCREASED
Shares1,455 from 1,390
Change+65 (+5%)
Value$392.3K (-$21.1K)
Filed 2026-10-19
Praxis Investment Management Inc
DECREASED
Shares1,445 from 1,843
Change-398 (-22%)
Value$390 (-$547.6K)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
DECREASED
Shares1,410 from 1,781
Change-371 (-21%)
Value$380.1K (-$149.5K)
Filed 2026-10-21
ANB Bank
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$371.2K (-$38.3K)
Filed 2026-10-09
AdvisorNet Financial, Inc
DECREASED
Shares1,363 from 1,398
Change-35 (-2%)
Value$348.6K (-$67.1K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares1,320 from 1,198
Change+122 (+10%)
Value$355.9K (-$476)
Filed 2026-10-28
Summit Global Investments
DECREASED
Shares1,286 from 1,635
Change-349 (-21%)
Value$347 (-$485.7K)
Filed 2026-10-28
Highland Capital Management, LLC
DECREASED
Shares1,263 from 1,674
Change-411 (-25%)
Value$340.5K (-$157.3K)
Filed 2026-10-26
CIBC Asset Management Inc
DECREASED
Shares1,208 from 1,226
Change-18 (-1%)
Value$325.7K (-$38.9K)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares1,171 from 3,776
Change-2,605 (-69%)
Value$315.7K (-$807.3K)
Filed 2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED
Shares1,130 from 1,175
Change-45 (-4%)
Value$304.6K (-$44.8K)
Filed 2026-10-22
Hardin Capital Partners, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$296.5K (-$30.1K)
Filed 2026-10-09
Whalen Wealth Management Inc.
DECREASED
Shares1,094 from 1,690
Change-596 (-35%)
Value$294.9K (-$207.7K)
Filed 2026-10-08
Exchange Traded Concepts, LLC
NEW
Shares1,067
Change+1,067
Value$287.7K
Filed 2026-10-28
Portside Wealth Group, LLC
NEW
Shares1,061
Change+1,061
Value$286.0K
Filed 2026-10-20
OP Asset Management Ltd
UNCHANGED
Shares1,016 from 1,016
Change0 (0%)
Value$273.9K (-$28.2K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares971 from 1,010
Change-39 (-4%)
Value$261.8K (-$38.6K)
Filed 2026-10-27
Lanark Financial, Inc.
NEW
Shares968
Change+968
Value$261.0K
Filed 2026-10-26
Profund Advisors LLC
DECREASED
Shares957 from 1,083
Change-126 (-12%)
Value$258.0K (-$64.1K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares935 from 798
Change+137 (+17%)
Value$252.1K (+$14.7K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares917 from 703
Change+214 (+30%)
Value$247.2K (+$38.1K)
Filed 2026-10-08
Keybank National Association
INCREASED
Shares876 from 859
Change+17 (+2%)
Value$236.2K (-$19.3K)
Filed 2026-11-04
Argos Wealth Advisors, LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$231.8K (-$23.9K)
Filed 2026-11-02
Sage Rhino Capital LLC
INCREASED
Shares850 from 848
Change+2 (+0%)
Value$229.2K (-$23.0K)
Filed 2026-10-28
PCG Asset Management, LLC
NEW
Shares838
Change+838
Value$225.9K
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares828 from 709
Change+119 (+17%)
Value$223.3K (+$12.5K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares810 from 769
Change+41 (+5%)
Value$218 (-$228.8K)
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
NEW
Shares778
Change+778
Value$209.7K
Filed 2026-10-29
HUB Investment Partners, LLC
NEW
Shares749
Change+749
Value$202.0K
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares747 from 997
Change-250 (-25%)
Value$201 (-$295.8K)
Filed 2026-10-22
Simplex Trading, LLC
DECREASED
Shares728 from 1,663
Change-935 (-56%)
Value$196.3K (-$298.3K)
Filed 2026-11-04
KBC Group NV
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$193 (-$212.8K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares693 from 74
Change+619 (+836%)
Value$186.8K (+$164.8K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$185.3K (+$1.2K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares526 from 406
Change+120 (+30%)
Value$141.8K (+$21.1K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares525 from 516
Change+9 (+2%)
Value$141.5K (-$11.9K)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
DECREASED
Shares427 from 854
Change-427 (-50%)
Value$115.1K (-$138.9K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares394 from 365
Change+29 (+8%)
Value$106.2K (-$2.3K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares389 from 320
Change+69 (+22%)
Value$104.9K (+$9.7K)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares364 from 355
Change+9 (+3%)
Value$98.1K (-$7.4K)
Filed 2026-10-22
Versant Capital Management, Inc
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$95.2K (-$9.8K)
Filed 2026-10-02
Salomon & Ludwin, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$71.4K (-$3.7K)
Filed 2026-10-29
Compass Wealth Management LLC
NEW
Shares250
Change+250
Value$67.4K
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares243 from 108
Change+135 (+125%)
Value$65.5K (+$33.4K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares204 from 193
Change+11 (+6%)
Value$55.0K (-$2.4K)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares203 from 285
Change-82 (-29%)
Value$55 (-$84.9K)
Filed 2026-10-30
Cullen T Bankers, Inc.
NEW
Shares155
Change+155
Value$41.8K
Filed 2026-10-28
Bayforest Capital Ltd
INCREASED
Shares155 from 91
Change+64 (+70%)
Value$41.8K (+$14.7K)
Filed 2026-11-03
First Horizon Corp
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$41.0K (-$4.2K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares140
Change+140
Value$37.7K
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$37.2K (-$3.8K)
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$36.7K (-$3.8K)
Filed 2026-10-05
Polaris Financial Partners
NEW
Shares132
Change+132
Value$36
Filed 2026-10-02
Retirement Wealth Solutions LLC
DECREASED
Shares124 from 139
Change-15 (-11%)
Value$33.4K (-$7.9K)
Filed 2026-10-07
University of Texas S AM Investment Management Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27.0K (-$2.8K)
Filed 2026-11-03
Valued Wealth Advisors LLC
DECREASED
Shares78 from 86
Change-8 (-9%)
Value$21.0K (-$4.5K)
Filed 2026-11-05
Fortitude Family Office, LLC
INCREASED
Shares63 from 12
Change+51 (+425%)
Value$17.0K (+$13.4K)
Filed 2026-10-14
Essential Partners LLC
DECREASED
Shares62 from 160
Change-98 (-61%)
Value$16.7K (-$30.9K)
Filed 2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$15.9K (-$1.6K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
DECREASED
Shares54 from 70
Change-16 (-23%)
Value$15 (-$21.0K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares46 from 22
Change+24 (+109%)
Value$12.4K (+$5.9K)
Filed 2026-10-16
WPG Advisers, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$11.3K (-$1.2K)
Filed 2026-10-27
Private Wealth Management Group, LLC
NEW
Shares39
Change+39
Value$10.5K
Filed 2026-10-19
Larson Financial Group LLC
DECREASED
Shares35 from 144
Change-109 (-76%)
Value$9.4K (-$33.4K)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares35 from 25
Change+10 (+40%)
Value$9.4K (+$2.0K)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$8.4K (-$862)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares30
Change+30
Value$8.1K
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares22 from 17
Change+5 (+29%)
Value$5.9K (+$875)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares21
Change+21
Value$5.7K
Filed 2026-10-30
Hughes Financial Services, LLC
INCREASED
Shares21 from 17
Change+4 (+24%)
Value$5.0K (-$20)
Filed 2026-10-30
True Wealth Design, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$5.7K (-$584)
Filed 2026-10-13
Concord Wealth Partners
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$5.7K (-$584)
Filed 2026-11-02
Farmers & Merchants Investments Inc
INCREASED
Shares20 from 12
Change+8 (+67%)
Value$5.4K (+$1.8K)
Filed 2026-10-22
Bell Investment Advisors, Inc
NEW
Shares17
Change+17
Value$4.6K
Filed 2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$4.6K (-$472)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares16 from 5
Change+11 (+220%)
Value$4.3K (+$2.8K)
Filed 2026-10-26
Creative Capital Management Investments LLC
INCREASED
Shares14 from 6
Change+8 (+133%)
Value$3.8K (+$2.0K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3 (-$3.0K)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares9
Change+9
Value$2.4K
Filed 2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2 ($0)
Filed 2026-10-27
Toth Financial Advisory Corp
NEW
Shares6
Change+6
Value$1.6K
Filed 2026-10-08
Pension & Wealth Management Advisors, Inc.
NEW
Shares6
Change+6
Value$1.6K
Filed 2026-10-16
DeDora Capital, Inc.
NEW
Shares5
Change+5
Value$1.3K
Filed 2026-10-26
Valley National Advisers Inc
NEW
Shares5
Change+5
Value$1.3K
Filed 2026-10-23
Montag A & Associates Inc
DECREASED
Shares5 from 10
Change-5 (-50%)
Value$1.2K (-$1.8K)
Filed 2026-10-29
Financial Consulate, Inc
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$1.3K (+$158)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.3K (-$139)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
NEW
Shares4
Change+4
Value$1.1K
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$1.1K (+$483)
Filed 2026-11-03
Noble Wealth Management PBC
NEW
Shares3
Change+3
Value$809
Filed 2026-10-01
Physician Wealth Advisors, Inc.
NEW
Shares3
Change+3
Value$809
Filed 2026-10-20
Gilpin Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$809 (-$84)
Filed 2026-10-09
Ascentis Wealth Management, LLC
NEW
Shares1
Change+1
Value$269
Filed 2026-11-03
Signature Equity Partners, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$279 (-$326)
Filed 2026-10-29
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$286 (+$2)
Filed 2026-10-27
Davis Capital Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$270 (-$27)
Filed 2026-10-08
Abound Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$270 (-$28)
Filed 2026-10-26
Wesbanco Bank Inc
CLOSED
Shares0 from 8,200
Change-8,200 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 2,681
Change-2,681 (-100%)
Value$0 (-$797.4K)
Filed 2026-11-02
ARS Investment Partners, LLC
CLOSED
Shares0 from 1,939
Change-1,939 (-100%)
Value$0 (-$576.6K)
Filed 2026-11-05
Bailard, Inc.
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$386.6K)
Filed 2026-10-13
Capstone Capital Management Ltd
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$264.7K)
Filed 2026-10-21
Legacy Wealth Asset Management, LLC
CLOSED
Shares0 from 841
Change-841 (-100%)
Value$0 (-$250.1K)
Filed 2026-10-09
Meridian Wealth Management, LLC
CLOSED
Shares0 from 809
Change-809 (-100%)
Value$0 (-$240.6K)
Filed 2026-11-05
Park Avenue Securities LLC
CLOSED
Shares0 from 776
Change-776 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-26
Greenleaf Trust
CLOSED
Shares0 from 759
Change-759 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-29
Inscription Capital, LLC
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$210.3K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$31.4K)
Filed 2026-10-16
Blue Trust, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$892)
Filed 2026-11-04
Fulcrum Asset Management LLP
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$579)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 3,473,501
Change-3,473,501 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,456,230
Change-1,456,230 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,396,559
Change-1,396,559 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,000,456
Change-1,000,456 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 937,553
Change-937,553 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 616,020
Change-616,020 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 591,006
Change-591,006 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 495,230
Change-495,230 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 446,069
Change-446,069 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 411,140
Change-411,140 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 329,282
Change-329,282 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 313,988
Change-313,988 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 281,712
Change-281,712 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 270,972
Change-270,972 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 264,657
Change-264,657 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 245,405
Change-245,405 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 235,842
Change-235,842 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 228,570
Change-228,570 (-100%)
Value—
Harvey Partners, LLC
N/A
Shares— from 220,068
Change-220,068 (-100%)
Value—
Trigran Investments, Inc.
N/A
Shares— from 219,877
Change-219,877 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 200,119
Change-200,119 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 180,940
Change-180,940 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 173,108
Change-173,108 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 158,335
Change-158,335 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 154,353
Change-154,353 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 151,721
Change-151,721 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 149,106
Change-149,106 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 148,769
Change-148,769 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 147,752
Change-147,752 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 136,889
Change-136,889 (-100%)
Value—
ACK Asset Management LLC
N/A
Shares— from 135,000
Change-135,000 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 119,300
Change-119,300 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 115,800
Change-115,800 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 108,166
Change-108,166 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 92,808
Change-92,808 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 88,295
Change-88,295 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 85,754
Change-85,754 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 83,647
Change-83,647 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 79,530
Change-79,530 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 76,626
Change-76,626 (-100%)
Value—
FMR LLC
N/A
Shares— from 75,705
Change-75,705 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 71,497
Change-71,497 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 71,296
Change-71,296 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 69,840
Change-69,840 (-100%)
Value—
Granahan Investment Management, LLC
N/A
Shares— from 69,793
Change-69,793 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 65,217
Change-65,217 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 64,753
Change-64,753 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 63,136
Change-63,136 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 61,472
Change-61,472 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 61,247
Change-61,247 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 56,976
Change-56,976 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 54,177
Change-54,177 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 53,429
Change-53,429 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 51,579
Change-51,579 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 50,958
Change-50,958 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 49,131
Change-49,131 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 46,207
Change-46,207 (-100%)
Value—
UBS Group AG
N/A
Shares— from 45,864
Change-45,864 (-100%)
Value—
Hawk Ridge Capital Management LP
N/A
Shares— from 45,800
Change-45,800 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 42,958
Change-42,958 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 40,800
Change-40,800 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 40,550
Change-40,550 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 38,999
Change-38,999 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 36,480
Change-36,480 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 35,821
Change-35,821 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 34,369
Change-34,369 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 33,140
Change-33,140 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 31,069
Change-31,069 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 27,704
Change-27,704 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 27,199
Change-27,199 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 27,177
Change-27,177 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 26,872
Change-26,872 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 26,512
Change-26,512 (-100%)
Value—
Norges Bank
N/A
Shares— from 25,900
Change-25,900 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 25,856
Change-25,856 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 25,354
Change-25,354 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 24,573
Change-24,573 (-100%)
Value—
Informed Momentum Co LLC
N/A
Shares— from 24,334
Change-24,334 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 23,942
Change-23,942 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 23,739
Change-23,739 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 21,817
Change-21,817 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 21,248
Change-21,248 (-100%)
Value—
Portolan Capital Management, LLC
N/A
Shares— from 20,860
Change-20,860 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 17,993
Change-17,993 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 17,098
Change-17,098 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 16,351
Change-16,351 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 15,931
Change-15,931 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 15,929
Change-15,929 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 15,595
Change-15,595 (-100%)
Value—
Barclays PLC
N/A
Shares— from 14,979
Change-14,979 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 12,985
Change-12,985 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 12,224
Change-12,224 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 12,214
Change-12,214 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,528
Change-11,528 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 11,178
Change-11,178 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 10,709
Change-10,709 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 10,299
Change-10,299 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 10,229
Change-10,229 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 9,971
Change-9,971 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 9,551
Change-9,551 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,868
Change-8,868 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 8,860
Change-8,860 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 7,746
Change-7,746 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 7,594
Change-7,594 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 7,278
Change-7,278 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 7,251
Change-7,251 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,758
Change-5,758 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 5,659
Change-5,659 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Man Group plc
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Allstate Corp
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 4,993
Change-4,993 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,615
Change-4,615 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Arosa Capital Management LP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Varcov Co.
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
&partners
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
LBP AM SA
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 988
Change-988 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 976
Change-976 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
Amundi
N/A
Shares— from 854
Change-854 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 850
Change-850 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 807
Change-807 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 804
Change-804 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 712
Change-712 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 700
Change-700 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 687
Change-687 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 628
Change-628 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 508
Change-508 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 316
Change-316 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 292
Change-292 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 287
Change-287 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 175
Change-175 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 159
Change-159 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 134
Change-134 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 104
Change-104 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 99
Change-99 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 80
Change-80 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 72
Change-72 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 38
Change-38 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 26
Change-26 (-100%)
Value—
Quarry LP
N/A
Shares— from 25
Change-25 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9
Change-9 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 8
Change-8 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1
Change-1 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
DECREASED543,227577,952-34,725-6%$171.9M$146.4M-$25.4M2026-11-04
Congress Asset Management Co
NEW192,274—+192,274——$51.8M—2026-10-06
Bank of New York Mellon Corp
INCREASED166,528164,967+1,561+1%$49.1M$44.9M-$4.2M2026-11-05
Principal Financial Group Inc
INCREASED138,861123,519+15,342+12%$36.7M$37.4M+$702.2K2026-11-02
Copeland Capital Management, LLC
DECREASED120,742227,669-106,927-47%$67.7M$32.6M-$35.2M2026-10-13
Raiffeisen Bank International AG
INCREASED88,04962,109+25,940+42%$18.0M$23.6M+$5.7M2026-10-28
AGF Management LTD
UNCHANGED68,09368,09300%$20.3M$18.4M-$1.9M2026-11-03
MacKenzie Financial Corp
DECREASED61,194103,996-42,802-41%$30.9M$16.5M-$14.4M2026-11-02
Thrivent Financial for Lutherans
DECREASED56,06457,092-1,028-2%$17.0M$15.1K-$17.0M2026-11-05
King Luther Capital Management Corp
DECREASED46,61753,461-6,844-13%$15.9M$12.6M-$3.3M2026-11-05
Mutual of America Capital Management LLC
DECREASED43,64850,693-7,045-14%$15.1M$11.8M-$3.3M2026-10-23
ProShare Advisors LLC
INCREASED42,13130,089+12,042+40%$8.9M$11.4M+$2.4M2026-10-29
Citigroup Inc
INCREASED37,50916,148+21,361+132%$4.8M$10.1M+$5.3M2026-11-04
Chatham Capital Group, Inc.
INCREASED27,72527,575+150+1%$8.2M$7.5M-$726.1K2026-10-16
Gilman Hill Asset Management, LLC
INCREASED25,34525,140+205+1%$7.5M$6.8M-$643.6K2026-10-13
Creative Planning
INCREASED20,87715,812+5,065+32%$4.7M$5.6M+$926.0K2026-11-02
New York State Teachers Retirement System
INCREASED18,58118,033+548+3%$5.4M$5.0K-$5.4M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED12,54911,805+744+6%$578.9K$750.4K+$171.6K2026-10-13
Oliver Luxxe Assets LLC
DECREASED11,28812,671-1,383-11%$3.8M$3.0M-$725.1K2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED10,57010,624-54-1%$3.2M$2.8M-$309.9K2026-10-23
Pinnacle Associates LTD
DECREASED10,51610,626-110-1%$3.2M$2.8M-$325.1K2026-10-20
Illinois Municipal Retirement Fund
DECREASED9,98710,791-804-7%$3.2M$2.7M-$516.7K2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED9,8419,593+248+3%$2.5M$2.7M+$264.2K2026-10-13
Fifth Third Bancorp
INCREASED9,6656,826+2,839+42%$2.0M$2.6M+$575.7K2026-11-05
Eulav Asset Management
NEW8,900—+8,900——$2.4M—2026-10-23
Louisiana State Employees Retirement System
DECREASED8,9009,100-200-2%$2.7M$2.4M-$306.9K2026-10-20
Nisa Investment Advisors, LLC
INCREASED7,9487,842+106+1%$2.3M$2.1M-$189.4K2026-10-20
Meyer Handelman Co
UNCHANGED7,9007,90000%$2.3M$2.1M-$219.6K2026-10-28
Asset Management One Co., Ltd.
DECREASED7,8728,596-724-8%$2.5M$2.1M-$425.7K2026-10-27
State of New Jersey Common Pension Fund D
DECREASED6,7776,881-104-2%$2.0M$1.8M-$219.3K2026-11-05
Covea Finance
DECREASED6,70012,100-5,400-45%$3.6M$1.8M-$1.8M2026-10-21
Virginia Retirement Systems ET Al
INCREASED6,7004,500+2,200+49%$1.3M$1.8M+$468.0K2026-10-28
Arizona State Retirement System
INCREASED5,7115,596+115+2%$1.7M$1.5M-$124.6K2026-11-03
Strs Ohio
INCREASED5,6003,300+2,300+70%$981.4K$1.5M+$528.3K2026-10-30
Cookson Peirce & Co Inc
NEW5,595—+5,595——$1.5M—2026-10-30
Heritage Investors Management Corp
UNCHANGED5,4405,44000%$1.6M$1.5K-$1.6M2026-10-29
Jackson Creek Investment Advisors LLC
DECREASED5,4317,877-2,446-31%$1.7K$1.5K-$1972026-11-04
Yousif Capital Management, LLC
DECREASED5,4265,583-157-3%$1.7M$1.5M-$197.5K2026-10-22
Amalgamated Bank
DECREASED5,4065,593-187-3%$1.7M$1.5K-$1.7M2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED4,9094,933-240%$1.5M$1.3M-$143.6K2026-11-03
Oregon Public Employees Retirement Fund
DECREASED4,6734,760-87-2%$1.4M$1.3M-$155.8K2026-10-30
Maryland State Retirement & Pension System
INCREASED4,6323,032+1,600+53%$901.7K$1.2M+$347.1K2026-11-05
Deuterium Capital Management, LLC
UNCHANGED4,5404,54000%$1.4M$1.2M-$126.2K2026-11-04
State of Alaska, Department of Revenue
DECREASED4,4797,651-3,172-41%$2.3M$1.2K-$2.3M2026-10-15
Central Pacific Bank - Trust Division
UNCHANGED4,2734,27300%$1.3M$1.2M-$118.8K2026-10-06
Ethic Inc.
DECREASED3,9514,276-325-8%$1.3M$1.1M-$206.5K2026-11-03
State of Wyoming
DECREASED3,7284,357-629-14%$1.3M$1.0M-$290.7K2026-10-28
Achmea Investment Management B.V.
NEW3,511—+3,511——$947.3K—2026-10-30
Citizens Financial Group Inc
INCREASED3,0502,839+211+7%$844.3K$822.3K-$22.0K2026-10-23
DekaBank Deutsche Girozentrale
NEW2,928—+2,928——$789—2026-10-27
Pictet Asset Management Holding SA
DECREASED2,9003,494-594-17%$1.0M$781.8K-$257.3K2026-11-03
Atria Investments, Inc
INCREASED2,4221,449+973+67%$431.0K$653.0K+$222.0K2026-10-15
Inspire Investing, LLC
INCREASED2,3422,296+46+2%$682.8K$631.4K-$51.4K2026-10-22
Swiss Life Asset Management Ltd
INCREASED2,3122,203+109+5%$655.2K$623.3K-$31.9K2026-11-03
Tred Avon Family Wealth, LLC
DECREASED2,1852,260-75-3%$672.1K$589.0K-$83.0K2026-10-20
Contravisory Investment Management, Inc.
INCREASED2,0441,867+177+9%$555.2K$551.0K-$4.2K2026-10-13
Xponance LLC
DECREASED1,9872,060-73-4%$612.6K$535.7K-$76.9K2026-11-03
Uhlmann Price Securities, LLC
UNCHANGED1,9401,94000%$576.9K$523.0K-$53.9K2026-11-03
US Bancorp \de\
DECREASED1,8573,316-1,459-44%$986.1K$500.6K-$485.5K2026-11-05
Gibbs Wealth Management
NEW1,635—+1,635——$440.8K—2026-10-22
Triad Wealth Partners, LLC
DECREASED1,5601,649-89-5%$352.4K$420.6K+$68.1K2026-10-26
Wetzel Investment Advisors, Inc.
UNCHANGED1,5001,50000%$446.1K$404.4K-$41.7K2026-10-13
Abel Hall, LLC
INCREASED1,4551,390+65+5%$413.4K$392.3K-$21.1K2026-10-19
Praxis Investment Management Inc
DECREASED1,4451,843-398-22%$548.0K$390-$547.6K2026-11-03
Crossmark Global Holdings, Inc.
DECREASED1,4101,781-371-21%$529.7K$380.1K-$149.5K2026-10-21
ANB Bank
UNCHANGED1,3771,37700%$409.5K$371.2K-$38.3K2026-10-09
AdvisorNet Financial, Inc
DECREASED1,3631,398-35-2%$415.8K$348.6K-$67.1K2026-10-15
Choreo, LLC
INCREASED1,3201,198+122+10%$356.3K$355.9K-$4762026-10-28
Summit Global Investments
DECREASED1,2861,635-349-21%$486.0K$347-$485.7K2026-10-28
Highland Capital Management, LLC
DECREASED1,2631,674-411-25%$497.8K$340.5K-$157.3K2026-10-26
CIBC Asset Management Inc
DECREASED1,2081,226-18-1%$364.6K$325.7K-$38.9K2026-11-05
First Citizens Bank & Trust Co
DECREASED1,1713,776-2,605-69%$1.1M$315.7K-$807.3K2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED1,1301,175-45-4%$349.4K$304.6K-$44.8K2026-10-22
Hardin Capital Partners, LLC
UNCHANGED1,1001,10000%$326.7K$296.5K-$30.1K2026-10-09
Whalen Wealth Management Inc.
DECREASED1,0941,690-596-35%$502.6K$294.9K-$207.7K2026-10-08
Exchange Traded Concepts, LLC
NEW1,067—+1,067——$287.7K—2026-10-28
Portside Wealth Group, LLC
NEW1,061—+1,061——$286.0K—2026-10-20
OP Asset Management Ltd
UNCHANGED1,0161,01600%$302.1K$273.9K-$28.2K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED9711,010-39-4%$300.4K$261.8K-$38.6K2026-10-27
Lanark Financial, Inc.
NEW968—+968——$261.0K—2026-10-26
Profund Advisors LLC
DECREASED9571,083-126-12%$322.1K$258.0K-$64.1K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED935798+137+17%$237.3K$252.1K+$14.7K2026-10-16
Gamma Investing LLC
INCREASED917703+214+30%$209.1K$247.2K+$38.1K2026-10-08
Keybank National Association
INCREASED876859+17+2%$255.5K$236.2K-$19.3K2026-11-04
Argos Wealth Advisors, LLC
UNCHANGED86086000%$255.8K$231.8K-$23.9K2026-11-02
Sage Rhino Capital LLC
INCREASED850848+2+0%$252.2K$229.2K-$23.0K2026-10-28
PCG Asset Management, LLC
NEW838—+838——$225.9K—2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED828709+119+17%$210.9K$223.3K+$12.5K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED810769+41+5%$229.0K$218-$228.8K2026-11-02
Caitong International Asset Management Co., Ltd
NEW778—+778——$209.7K—2026-10-29
HUB Investment Partners, LLC
NEW749—+749——$202.0K—2026-11-03
Wedbush Securities Inc
DECREASED747997-250-25%$296.0K$201-$295.8K2026-10-22
Simplex Trading, LLC
DECREASED7281,663-935-56%$494.6K$196.3K-$298.3K2026-11-04
KBC Group NV
UNCHANGED71771700%$213.0K$193-$212.8K2026-10-22
Sterling Capital Management LLC
INCREASED69374+619+836%$22.0K$186.8K+$164.8K2026-10-22
TD Waterhouse Canada Inc.
UNCHANGED65065000%$184.1K$185.3K+$1.2K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED526406+120+30%$120.7K$141.8K+$21.1K2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED525516+9+2%$153.5K$141.5K-$11.9K2026-10-27
Brown, Lisle Ings, Inc.
DECREASED427854-427-50%$254.0K$115.1K-$138.9K2026-10-16
Parallel Advisors, LLC
INCREASED394365+29+8%$108.5K$106.2K-$2.3K2026-11-03
Farther Finance Advisors, LLC
INCREASED389320+69+22%$95.1K$104.9K+$9.7K2026-10-08
SBI Securities Co., Ltd.
INCREASED364355+9+3%$105.6K$98.1K-$7.4K2026-10-22
Versant Capital Management, Inc
UNCHANGED35335300%$105.0K$95.2K-$9.8K2026-10-02
Salomon & Ludwin, LLC
UNCHANGED26526500%$75.1K$71.4K-$3.7K2026-10-29
Compass Wealth Management LLC
NEW250—+250——$67.4K—2026-10-22
Harbor Investment Advisory, LLC
INCREASED243108+135+125%$32.1K$65.5K+$33.4K2026-10-13
Signaturefd, LLC
INCREASED204193+11+6%$57.4K$55.0K-$2.4K2026-10-23
Covestor Ltd
DECREASED203285-82-29%$85.0K$55-$84.9K2026-10-30
Cullen T Bankers, Inc.
NEW155—+155——$41.8K—2026-10-28
Bayforest Capital Ltd
INCREASED15591+64+70%$27.1K$41.8K+$14.7K2026-11-03
First Horizon Corp
UNCHANGED15215200%$45.2K$41.0K-$4.2K2026-10-26
Root Financial Partners, LLC
NEW140—+140——$37.7K—2026-10-21
Key FInancial Inc
UNCHANGED13813800%$41.0K$37.2K-$3.8K2026-11-02
MassMutual Private Wealth & Trust, FSB
UNCHANGED13613600%$40.4K$36.7K-$3.8K2026-10-05
Polaris Financial Partners
NEW132—+132——$36—2026-10-02
Retirement Wealth Solutions LLC
DECREASED124139-15-11%$41.3K$33.4K-$7.9K2026-10-07
University of Texas S AM Investment Management Co
UNCHANGED10010000%$29.7K$27.0K-$2.8K2026-11-03
Valued Wealth Advisors LLC
DECREASED7886-8-9%$25.6K$21.0K-$4.5K2026-11-05
Fortitude Family Office, LLC
INCREASED6312+51+425%$3.6K$17.0K+$13.4K2026-10-14
Essential Partners LLC
DECREASED62160-98-61%$47.6K$16.7K-$30.9K2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED595900%$17.5K$15.9K-$1.6K2026-11-05
Harbor Capital Advisors, Inc.
DECREASED5470-16-23%$21.0K$15-$21.0K2026-10-22
IFP Advisors, Inc
INCREASED4622+24+109%$6.5K$12.4K+$5.9K2026-10-16
WPG Advisers, LLC
UNCHANGED424200%$12.5K$11.3K-$1.2K2026-10-27
Private Wealth Management Group, LLC
NEW39—+39——$10.5K—2026-10-19
Larson Financial Group LLC
DECREASED35144-109-76%$42.8K$9.4K-$33.4K2026-11-05
Bare Financial Services, Inc
INCREASED3525+10+40%$7.4K$9.4K+$2.0K2026-11-04
Parkside Financial Bank & Trust
UNCHANGED313100%$9.2K$8.4K-$8622026-10-27
GK Wealth Management LLC
NEW30—+30——$8.1K—2026-10-09
Assetmark, Inc
INCREASED2217+5+29%$5.1K$5.9K+$8752026-10-21
Provenance Wealth Advisors, LLC
NEW21—+21——$5.7K—2026-10-30
Hughes Financial Services, LLC
INCREASED2117+4+24%$5.1K$5.0K-$202026-10-30
True Wealth Design, LLC
UNCHANGED212100%$6.2K$5.7K-$5842026-10-13
Concord Wealth Partners
UNCHANGED212100%$6.2K$5.7K-$5842026-11-02
Farmers & Merchants Investments Inc
INCREASED2012+8+67%$3.6K$5.4K+$1.8K2026-10-22
Bell Investment Advisors, Inc
NEW17—+17——$4.6K—2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED171700%$5.1K$4.6K-$4722026-11-03
SJS Investment Consulting Inc.
INCREASED165+11+220%$1.5K$4.3K+$2.8K2026-10-26
Creative Capital Management Investments LLC
INCREASED146+8+133%$1.8K$3.8K+$2.0K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED101000%$3.0K$3-$3.0K2026-10-14
UMB Private Wealth Management, LLC
NEW9—+9——$2.4K—2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED8800%$2$2$02026-10-27
Toth Financial Advisory Corp
NEW6—+6——$1.6K—2026-10-08
Pension & Wealth Management Advisors, Inc.
NEW6—+6——$1.6K—2026-10-16
DeDora Capital, Inc.
NEW5—+5——$1.3K—2026-10-26
Valley National Advisers Inc
NEW5—+5——$1.3K—2026-10-23
Montag A & Associates Inc
DECREASED510-5-50%$3.0K$1.2K-$1.8K2026-10-29
Financial Consulate, Inc
INCREASED54+1+25%$1.2K$1.3K+$1582026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED5500%$1.5K$1.3K-$1392026-10-16
Financial Network Wealth Advisors LLC
NEW4—+4——$1.1K—2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED42+2+100%$595$1.1K+$4832026-11-03
Noble Wealth Management PBC
NEW3—+3——$809—2026-10-01
Physician Wealth Advisors, Inc.
NEW3—+3——$809—2026-10-20
Gilpin Wealth Management, LLC
UNCHANGED3300%$893$809-$842026-10-09
Ascentis Wealth Management, LLC
NEW1—+1——$269—2026-11-03
Signature Equity Partners, LLC
DECREASED12-1-50%$605$279-$3262026-10-29
DecisionPoint Financial, LLC
UNCHANGED1100%$284$286+$22026-10-27
Davis Capital Management
UNCHANGED1100%$297$270-$272026-10-08
Abound Wealth Management
UNCHANGED1100%$298$270-$282026-10-26
Wesbanco Bank Inc
CLOSED08,200-8,200-100%$2.4M$0-$2.4M2026-11-04
Commonwealth Equity Services, LLC
CLOSED02,681-2,681-100%$797.4K$0-$797.4K2026-11-02
ARS Investment Partners, LLC
CLOSED01,939-1,939-100%$576.6K$0-$576.6K2026-11-05
Bailard, Inc.
CLOSED01,300-1,300-100%$386.6K$0-$386.6K2026-10-13
Capstone Capital Management Ltd
CLOSED0890-890-100%$264.7K$0-$264.7K2026-10-21
Legacy Wealth Asset Management, LLC
CLOSED0841-841-100%$250.1K$0-$250.1K2026-10-09
Meridian Wealth Management, LLC
CLOSED0809-809-100%$240.6K$0-$240.6K2026-11-05
Park Avenue Securities LLC
CLOSED0776-776-100%$231.0K$0-$231.0K2026-10-26
Greenleaf Trust
CLOSED0759-759-100%$225.7K$0-$225.7K2026-10-29
Inscription Capital, LLC
CLOSED0707-707-100%$210.3K$0-$210.3K2026-11-02
Cornerstone Planning Group LLC
CLOSED0125-125-100%$31.4K$0-$31.4K2026-10-16
Blue Trust, Inc.
CLOSED030-30-100%$8.9K$0-$8.9K2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED03-3-100%$892$0-$8922026-11-04
Fulcrum Asset Management LLP
CLOSED02-2-100%$579$0-$5792026-11-04
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
BlackRock, Inc.
N/A—3,473,501-3,473,501-100%$1.0B———
State Street Corp
N/A—1,456,230-1,456,230-100%$433.0M———
Vanguard Portfolio Management LLC
N/A—1,396,559-1,396,559-100%$415.3M———
Capital Research Global Investors
N/A—1,000,456-1,000,456-100%$297.5M———
Vanguard Capital Management LLC
N/A—937,553-937,553-100%$278.8M———
American Century Companies Inc
N/A—616,020-616,020-100%$183.2M———
Geode Capital Management, LLC
N/A—591,006-591,006-100%$175.8M———
Fisher Asset Management, LLC
N/A—495,230-495,230-100%$147.3M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—446,069-446,069-100%$132.7M———
Morgan Stanley
N/A—411,140-411,140-100%$122.3M———
Price T Rowe Associates Inc
N/A—329,282-329,282-100%$97.9M———
Segall Bryant & Hamill, LLC
N/A—313,988-313,988-100%$93.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—281,712-281,712-100%$83.8M———
Charles Schwab Investment Management Inc
N/A—270,972-270,972-100%$80.6M———
Northern Trust Corp
N/A—264,657-264,657-100%$78.7M———
Raymond James Financial Inc
N/A—245,405-245,405-100%$73.0M———
Goldman Sachs Group Inc
N/A—235,842-235,842-100%$70.1M———
Nuveen, LLC
N/A—228,570-228,570-100%$68.0M———
Harvey Partners, LLC
N/A—220,068-220,068-100%$65.4M———
Trigran Investments, Inc.
N/A—219,877-219,877-100%$65.4M———
Invesco Ltd.
N/A—200,119-200,119-100%$59.5M———
Gamco Investors, Inc. ET AL
N/A—180,940-180,940-100%$53.8M———
Bank of America Corp
N/A—173,108-173,108-100%$51.5M———
Wellington Management Group LLP
N/A—158,335-158,335-100%$47.1M———
Royal Bank of Canada
N/A—154,353-154,353-100%$45.9M———
Samlyn Capital, LLC
N/A—151,721-151,721-100%$45.1M———
Vanguard Fiduciary Trust Co
N/A—149,106-149,106-100%$44.3M———
Kennedy Capital Management LLC
N/A—148,769-148,769-100%$44.2M———
Panagora Asset Management Inc
N/A—147,752-147,752-100%$43.9M———
T. Rowe Price Investment Management, Inc.
N/A—136,889-136,889-100%$40.7M———
ACK Asset Management LLC
N/A—135,000-135,000-100%$40.1M———
First Eagle Investment Management, LLC
N/A—119,300-119,300-100%$35.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—115,800-115,800-100%$34.4M———
JPMorgan Chase & Co
N/A—108,166-108,166-100%$31.6M———
Emerald Advisers, LLC
N/A—92,808-92,808-100%$27.6M———
Schroder Investment Management Group
N/A—88,295-88,295-100%$25.6M———
BNP Paribas Financial Markets
N/A—85,754-85,754-100%$25.5M———
Aberdeen Group plc
N/A—83,647-83,647-100%$24.9M———
Royce & Associates LP
N/A—79,530-79,530-100%$23.7M———
Ameriprise Financial Inc
N/A—76,626-76,626-100%$22.8M———
FMR LLC
N/A—75,705-75,705-100%$22.5M———
Public Sector Pension Investment Board
N/A—71,497-71,497-100%$21.3M———
Gendell Jeffrey L
N/A—71,296-71,296-100%$21.2M———
AQR Capital Management LLC
N/A—69,840-69,840-100%$20.8M———
Granahan Investment Management, LLC
N/A—69,793-69,793-100%$20.8M———
Wells Fargo & Company
N/A—65,217-65,217-100%$19.4M———
Citadel Advisors LLC
N/A—64,753-64,753-100%$19.3M———
SEI Investments Co
N/A—63,136-63,136-100%$18.8M———
UBS Asset Management Americas LLC
N/A—61,472-61,472-100%$18.3M———
Emerald Mutual Fund Advisers Trust
N/A—61,247-61,247-100%$18.2M———
Rhumbline Advisers
N/A—56,976-56,976-100%$16.9M———
Jane Street Group, LLC
N/A—54,177-54,177-100%$16.1M———
Envestnet Asset Management Inc
N/A—53,429-53,429-100%$15.9M———
Lumbard & Kellner, LLC
N/A—51,579-51,579-100%$15.3M———
Legal & General Group Plc
N/A—50,958-50,958-100%$15.2M———
Acadian Asset Management LLC
N/A—49,131-49,131-100%$14.6M———
Phocas Financial Corp.
N/A—46,207-46,207-100%$13.7M———
UBS Group AG
N/A—45,864-45,864-100%$13.6M———
Hawk Ridge Capital Management LP
N/A—45,800-45,800-100%$13.6M———
Prudential Financial Inc
N/A—42,958-42,958-100%$12.8M———
Swiss National Bank
N/A—40,800-40,800-100%$12.1M———
Heartland Advisors Inc
N/A—40,550-40,550-100%$12.1M———
HighTower Advisors, LLC
N/A—38,999-38,999-100%$11.6M———
Emerald Investment Advisers, LLC
N/A—36,480-36,480-100%$10.8M———
Aptus Capital Advisors, LLC
N/A—35,821-35,821-100%$10.7M———
Fiera Capital Corp
N/A—34,369-34,369-100%$10.2M———
Algert Global LLC
N/A—33,140-33,140-100%$9.9M———
Bessemer Group Inc
N/A—31,069-31,069-100%$9.2M———
Intech Investment Management LLC
N/A—27,704-27,704-100%$8.2M———
Alliancebernstein L.P.
N/A—27,199-27,199-100%$3.9M———
Canada Life Assurance Co
N/A—27,177-27,177-100%$8.1M———
Mawer Investment Management Ltd.
N/A—26,872-26,872-100%$8.0M———
Allianz Asset Management GmbH
N/A—26,512-26,512-100%$7.9M———
Norges Bank
N/A—25,900-25,900-100%$7.7M———
HRT Financial LP
N/A—25,856-25,856-100%$7.7M———
Deutsche Bank Ag\
N/A—25,354-25,354-100%$7.5M———
Pathstone Holdings, LLC
N/A—24,573-24,573-100%$7.3M———
Informed Momentum Co LLC
N/A—24,334-24,334-100%$7.2M———
California State Teachers Retirement System
N/A—23,942-23,942-100%$7.1M———
Stifel Financial Corp
N/A—23,739-23,739-100%$7.1M———
Martingale Asset Management L P
N/A—21,817-21,817-100%$6.5M———
Russell Investments Group, Ltd.
N/A—21,248-21,248-100%$6.3M———
Portolan Capital Management, LLC
N/A—20,860-20,860-100%$6.2M———
Jupiter Topco LLC
N/A—17,993-17,993-100%$5.3M———
Rice Hall James & Associates, LLC
N/A—17,098-17,098-100%$5.1M———
Vanguard Asset Management, Ltd
N/A—16,351-16,351-100%$4.9M———
PDT Partners, LLC
N/A—15,931-15,931-100%$4.7M———
New York State Common Retirement Fund
N/A—15,929-15,929-100%$4.7M———
Advisors Asset Management, Inc.
N/A—15,595-15,595-100%$4.6M———
Barclays PLC
N/A—14,979-14,979-100%$4.5M———
Arrowstreet Capital, Limited Partnership
N/A—12,985-12,985-100%$3.9M———
Millennium Management LLC
N/A—12,224-12,224-100%$3.6M———
MetLife Investment Management, LLC
N/A—12,214-12,214-100%$3.6M———
Susquehanna International Group, LLP
N/A—11,528-11,528-100%$3.4M———
State Board of Administration of Florida Retirement System
N/A—11,178-11,178-100%$3.3M———
Pinnacle Financial Partners, Inc.
N/A—10,709-10,709-100%$3.2M———
Manufacturers Life Insurance Company, the
N/A—10,299-10,299-100%$3.1M———
Susquehanna Portfolio Strategies, LLC
N/A—10,229-10,229-100%$3.0M———
HSBC Holdings PLC
N/A—9,971-9,971-100%$2.9M———
Diversified Trust Co
N/A—9,551-9,551-100%$2.8M———
Boothbay Fund Management, LLC
N/A—9,298-9,298-100%$2.8M———
Vanguard Global Advisers, LLC
N/A—8,868-8,868-100%$2.6M———
Teachers Retirement System of the State of Kentucky
N/A—8,860-8,860-100%$2.6M———
D. E. Shaw & Co., Inc.
N/A—8,210-8,210-100%$2.4M———
Voya Investment Management LLC
N/A—8,036-8,036-100%$2.4M———
State of Tennessee, Department of Treasury
N/A—7,919-7,919-100%$2.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—7,746-7,746-100%$2.3M———
State of Wisconsin Investment Board
N/A—7,594-7,594-100%$2.3M———
LPL Financial LLC
N/A—7,278-7,278-100%$2.2M———
Brevan Howard Capital Management LP
N/A—7,251-7,251-100%$2.2M———
Old West Investment Management, LLC
N/A—7,176-7,176-100%$2.1M———
Victory Capital Management Inc
N/A—7,064-7,064-100%$2.1M———
Quantinno Capital Management LP
N/A—6,753-6,753-100%$2.0M———
Curi Capital, LLC
N/A—6,276-6,276-100%$1.9M———
Handelsbanken Fonder AB
N/A—6,266-6,266-100%$1.9K———
Police & Firemen's Retirement System of New Jersey
N/A—6,192-6,192-100%$1.8M———
First Trust Advisors LP
N/A—5,758-5,758-100%$1.7M———
Entropy Technologies, LP
N/A—5,659-5,659-100%$1.7M———
Keystone Investors PTE LTD
N/A—5,465-5,465-100%$1.6M———
Man Group plc
N/A—5,422-5,422-100%$1.6M———
Allstate Corp
N/A—5,286-5,286-100%$1.6M———
Vanguard Investments Australia, Ltd.
N/A—5,215-5,215-100%$1.6M———
Cetera Investment Advisers
N/A—5,210-5,210-100%$1.5M———
Dakota Wealth Management
N/A—5,197-5,197-100%$1.5M———
Franklin Resources Inc
N/A—5,190-5,190-100%$1.5M———
Teacher Retirement System of Texas
N/A—5,095-5,095-100%$1.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—4,993-4,993-100%$1.5M———
Janney Montgomery Scott LLC
N/A—4,615-4,615-100%$1.4M———
KLP Kapitalforvaltning AS
N/A—4,600-4,600-100%$1.4M———
Cerity Partners LLC
N/A—4,434-4,434-100%$1.3M———
TD Asset Management Inc
N/A—4,362-4,362-100%$1.3M———
Advisors Preferred, LLC
N/A—4,282-4,282-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—4,093-4,093-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—4,069-4,069-100%$1.2M———
Arosa Capital Management LP
N/A—4,000-4,000-100%$1.2M———
Vanguard Personalized Indexing Management, LLC
N/A—3,928-3,928-100%$1.2M———
Neuberger Berman Group LLC
N/A—3,652-3,652-100%$1.1M———
Bridgewater Associates, LP
N/A—3,213-3,213-100%$955.5K———
Treasurer of the State of North Carolina
N/A—3,009-3,009-100%$895.0K———
Sanctuary Advisors, LLC
N/A—2,929-2,929-100%$871.1K———
XTX Topco Ltd
N/A—2,874-2,874-100%$854.7K———
Whittier Trust Co
N/A—2,836-2,836-100%$742.4K———
Mercer Global Advisors Inc
N/A—2,803-2,803-100%$833.6K———
Gotham Asset Management, LLC
N/A—2,778-2,778-100%$826.1K———
Wealthspire Advisors, LLC
N/A—2,741-2,741-100%$815.1K———
LOS Angeles Capital Management LLC
N/A—2,733-2,733-100%$812.8K———
Bank of Montreal
N/A—2,559-2,559-100%$761.0K———
Zacks Investment Management
N/A—2,513-2,513-100%$747.3K———
EntryPoint Capital, LLC
N/A—2,432-2,432-100%$723.3K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—2,286-2,286-100%$679.8K———
Orion Porfolio Solutions, LLC
N/A—2,117-2,117-100%$629.6K———
Varcov Co.
N/A—2,085-2,085-100%$620.1K———
IEQ Capital, LLC
N/A—2,013-2,013-100%$598.7K———
Bedel Financial Consulting, Inc.
N/A—2,000-2,000-100%$594.8K———
Gabelli Funds LLC
N/A—2,000-2,000-100%$594.8K———
Zhang Financial LLC
N/A—2,000-2,000-100%$594.8K———
O'shaughnessy Asset Management, LLC
N/A—1,961-1,961-100%$583.2K———
Tidal Investments LLC
N/A—1,935-1,935-100%$575.5K———
Ameritas Investment Partners, Inc.
N/A—1,905-1,905-100%$566.5K———
Public Employees Retirement Association of Colorado
N/A—1,899-1,899-100%$565.0K———
Captrust Financial Advisors
N/A—1,894-1,894-100%$563.3K———
Aigen Investment Management, LP
N/A—1,893-1,893-100%$563.0K———
Snowden Capital Advisors LLC
N/A—1,839-1,839-100%$546.9K———
Tower Research Capital LLC (TRC)
N/A—1,825-1,825-100%$542.7K———
CIBC Bancorp USA Inc.
N/A—1,820-1,820-100%$541.3K———
Caxton Associates LLP
N/A—1,805-1,805-100%$536.8K———
Cornerstone Investment Partners, LLC
N/A—1,791-1,791-100%$532.6K———
SG Americas Securities, LLC
N/A—1,758-1,758-100%$523.0K———
Merit Financial Group, LLC
N/A—1,757-1,757-100%$522.5K———
Mariner, LLC
N/A—1,745-1,745-100%$518.7K———
Hillsdale Investment Management Inc.
N/A—1,650-1,650-100%$490.7K———
Ensign Peak Advisors, Inc
N/A—1,648-1,648-100%$490.1K———
SkyView Investment Advisors, LLC
N/A—1,550-1,550-100%$461.0K———
Personal CFO Solutions, LLC
N/A—1,539-1,539-100%$457.7K———
Focus Partners Wealth
N/A—1,533-1,533-100%$456.0K———
Soros Fund Management LLC
N/A—1,437-1,437-100%$427.3K———
&partners
N/A—1,404-1,404-100%$417.6K———
Jump Financial, LLC
N/A—1,400-1,400-100%$416.3K———
Gladstone Institutional Advisory LLC
N/A—1,350-1,350-100%$401.5K———
Savant Capital, LLC
N/A—1,332-1,332-100%$295.1K———
DRW Securities, LLC
N/A—1,218-1,218-100%$362.2K———
Capital Counsel LLC
N/A—1,200-1,200-100%$356.9K———
United Capital Financial Advisors, LLC
N/A—1,102-1,102-100%$327.8K———
Harvest Investment Services, LLC
N/A—1,076-1,076-100%$320.0K———
New Age Alpha Advisors, LLC
N/A—1,075-1,075-100%$319.7K———
Engineers Gate Manager LP
N/A—1,074-1,074-100%$319.4K———
Syon Capital LLC
N/A—1,071-1,071-100%$318.5K———
Callan Family Office, LLC
N/A—1,061-1,061-100%$315.5K———
LBP AM SA
N/A—1,058-1,058-100%$314.6K———
Meeder Asset Management Inc
N/A—1,044-1,044-100%$310.5K———
Sequoia Financial Advisors, LLC
N/A—1,025-1,025-100%$304.8K———
Inceptionr LLC
N/A—1,007-1,007-100%$299.5K———
DnB Asset Management AS
N/A—988-988-100%$293.8K———
Arax Advisory Partners
N/A—976-976-100%$290.2K———
MML Investors Services, LLC
N/A—973-973-100%$289.2K———
Smartleaf Asset Management LLC
N/A—911-911-100%$263.8K———
Empowered Funds, LLC
N/A—886-886-100%$263.5K———
Amundi
N/A—854-854-100%$254.0K———
Nykredit A/S
N/A—850-850-100%$252.8K———
Ironwood Investment Counsel, LLC
N/A—843-843-100%$250.7K———
CreativeOne Wealth, LLC
N/A—811-811-100%$241.2K———
BNP Paribas Asset Management Holding S.A.
N/A—807-807-100%$240.0K———
Ellevest, Inc.
N/A—804-804-100%$239.1K———
Odyssean, LLC
N/A—796-796-100%$236.7K———
Blackstone Inc.
N/A—783-783-100%$232.9K———
Mangrove Partners IM, LLC
N/A—770-770-100%$229.0K———
F/m Investments LLC
N/A—757-757-100%$223.9K———
Proficio Capital Partners LLC
N/A—745-745-100%$221.6K———
Krane Funds Advisors LLC
N/A—740-740-100%$220.1K———
Global Retirement Partners, LLC
N/A—732-732-100%$217.7K———
Banque Cantonale Vaudoise
N/A—712-712-100%$212.0K———
Canada Pension Plan Investment Board
N/A—700-700-100%$208.2K———
Rehmann Capital Advisory Group
N/A—687-687-100%$204.3K———
Osaic Holdings, Inc.
N/A—628-628-100%$186.8K———
Hantz Financial Services, Inc.
N/A—550-550-100%$164.0K———
Rockefeller Capital Management L.P.
N/A—508-508-100%$151.3K———
ARK Investment Management LLC
N/A—455-455-100%$135.3K———
Kemnay Advisory Services Inc.
N/A—316-316-100%$94.0K———
Chesapeake Asset Management LLC
N/A—300-300-100%$89.2K———
Public Employees Retirement System of Ohio
N/A—292-292-100%$86.8K———
Jones Financial Companies Lllp
N/A—287-287-100%$82.4K———
Anchor Investment Management, LLC
N/A—250-250-100%$74.3K———
Measured Wealth Private Client Group, LLC
N/A—236-236-100%$70.2K———
Steward Partners Investment Advisory, LLC
N/A—194-194-100%$57.7K———
Allworth Financial LP
N/A—175-175-100%$52.0K———
UMB Bank, n.a.
N/A—159-159-100%$47.3K———
Optiver Holding B.V.
N/A—134-134-100%$39.9K———
SouthState Bank Corp
N/A—104-104-100%$30.9K———
Brown Brothers Harriman & Co
N/A—99-99-100%$29.4K———
NewEdge Advisors, LLC
N/A—90-90-100%$26.8K———
Huntington National Bank
N/A—80-80-100%$23.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—72-72-100%$21.4K———
USA Financial Formulas
N/A—72-72-100%$21.4K———
Rothschild Investment LLC
N/A—67-67-100%$19.9K———
Accent Capital Management, LLC
N/A—59-59-100%$17.5K———
Dogwood Wealth Management LLC
N/A—45-45-100%$13.4K———
Ameriflex Group, Inc.
N/A—44-44-100%$13.1K———
Northwestern Mutual Wealth Management Co
N/A—38-38-100%$11.3K———
Synergy Investment Management, LLC
N/A—31-31-100%$5.9K———
MidFirst Bank
N/A—26-26-100%$7.7K———
Quarry LP
N/A—25-25-100%$7.4K———
Keating Financial Advisory Services, Inc.
N/A—24-24-100%$7.1K———
LRI Investments, LLC
N/A—24-24-100%$7.1K———
CVA Family Office, LLC
N/A—22-22-100%$6.5K———
Harbour Investments, Inc.
N/A—15-15-100%$4.5K———
Bogart Wealth, LLC
N/A—11-11-100%$3.3K———
Westfuller Advisors, LLC
N/A—10-10-100%$3.1K———
Aventura Private Wealth, LLC
N/A—10-10-100%$3.0K———
Bellevue Asset Management, LLC
N/A—9-9-100%$2.7K———
Raffa Wealth Management, LLC
N/A—9-9-100%$2.7K———
Fiduciary Financial Advisors
N/A—9-9-100%$2.7K———
Zions Bancorporation, National Association
N/A—8-8-100%$2.4K———
JPL Wealth Management, LLC
N/A—8-8-100%$2.4K———
Clearstead Advisors, LLC
N/A—6-6-100%$1.8K———
Rialto Wealth Management, LLC
N/A—5-5-100%$1.5K———
HFM Investment Advisors, LLC
N/A—4-4-100%$1.2K———
Ankerstar Wealth, LLC
N/A—3-3-100%$892———
SHP Wealth Management
N/A—1-1-100%$297———
Evolution Advisers, Inc.
N/A—1-1-100%$0———
Financial Life Planners
N/A—1-1-100%$184———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 435 of 435 institutions