Matson Inc (MATX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

DECREASED

Shares1,831,276 from 1,943,301

Change-112,025 (-6%)

Value$402.2M (+$28.7M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares256,280 from 263,418

Change-7,138 (-3%)

Value$56.3M (+$5.7M)

Filed 2026-11-05

Retirement Planning Group, LLC

INCREASED

Shares233,584 from 1,893

Change+231,691 (+12239%)

Value$395.9K (+$32.0K)

Filed 2026-10-19

Principal Financial Group Inc

INCREASED

Shares186,847 from 146,266

Change+40,581 (+28%)

Value$41.0M (+$12.9M)

Filed 2026-11-02

Wedge Capital Management L L P

DECREASED

Shares61,559 from 84,392

Change-22,833 (-27%)

Value$13.5M (-$2.7M)

Filed 2026-10-13

Robeco Institutional Asset Management B.V.

NEW

Shares54,501

Change+54,501

Value$12.0M

Filed 2026-10-20

ProShare Advisors LLC

INCREASED

Shares49,860 from 37,961

Change+11,899 (+31%)

Value$11.0M (+$3.7M)

Filed 2026-10-29

Creative Planning

INCREASED

Shares40,671 from 33,889

Change+6,782 (+20%)

Value$8.9M (+$2.4M)

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares40,666 from 37,578

Change+3,088 (+8%)

Value$8.9M (+$1.7M)

Filed 2026-10-21

Allspring Global Investments Holdings, LLC

DECREASED

Shares40,223 from 58,476

Change-18,253 (-31%)

Value$9.1M (-$2.9M)

Filed 2026-11-04

CKW Financial Group

UNCHANGED

Shares40,148 from 40,148

Change0 (0%)

Value$9.1K (+$866)

Filed 2026-10-29

KBC Group NV

INCREASED

Shares35,374 from 34,780

Change+594 (+2%)

Value$7.8K (-$6.7M)

Filed 2026-10-22

Linden Thomas Advisory Services, LLC

INCREASED

Shares34,317 from 32,805

Change+1,512 (+5%)

Value$7.5M (+$1.2M)

Filed 2026-10-19

Barclays PLC

INCREASED

Shares30,412 from 13,352

Change+17,060 (+128%)

Value$6.7M (+$4.1M)

Filed 2026-11-06

Chatham Capital Group, Inc.

DECREASED

Shares30,315 from 32,375

Change-2,060 (-6%)

Value$6.7M (+$434.9K)

Filed 2026-10-16

New York State Teachers Retirement System

DECREASED

Shares27,494 from 30,948

Change-3,454 (-11%)

Value$6.0K (-$5.9M)

Filed 2026-10-22

Sepio Capital, LP

INCREASED

Shares20,415 from 20,406

Change+9 (+0%)

Value$4.5M (+$561.3K)

Filed 2026-10-22

Livforsakringsbolaget Skandia, Omsesidigt

NEW

Shares20,400

Change+20,400

Value$4.5M

Filed 2026-10-21

Thrivent Financial for Lutherans

DECREASED

Shares19,019 from 19,873

Change-854 (-4%)

Value$4.2K (-$3.8M)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares17,986 from 20,303

Change-2,317 (-11%)

Value$4.0M (+$47.7K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

DECREASED

Shares15,686 from 15,980

Change-294 (-2%)

Value$3.4M (+$373.4K)

Filed 2026-10-20

Illinois Municipal Retirement Fund

DECREASED

Shares15,415 from 15,448

Change-33 (0%)

Value$3.4M (+$416.2K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares14,821 from 22,472

Change-7,651 (-34%)

Value$3.3M (-$1.1M)

Filed 2026-11-04

Assenagon Asset Management S.A.

DECREASED

Shares14,687 from 17,842

Change-3,155 (-18%)

Value$3.2M (-$203.9K)

Filed 2026-10-15

Ritholtz Wealth Management

INCREASED

Shares12,841 from 11,408

Change+1,433 (+13%)

Value$2.8M (+$627.3K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares12,700 from 13,300

Change-600 (-5%)

Value$2.8M (+$232.8K)

Filed 2026-10-20

State of Alaska, Department of Revenue

DECREASED

Shares12,160 from 17,859

Change-5,699 (-32%)

Value$2.7K (-$3.4M)

Filed 2026-10-15

Strs Ohio

INCREASED

Shares11,700 from 9,000

Change+2,700 (+30%)

Value$2.6M (+$839.7K)

Filed 2026-10-30

Compass Financial Management LLC

INCREASED

Shares9,180 from 1,768

Change+7,412 (+419%)

Value$2.0M (+$1.6M)

Filed 2026-10-30

First Hawaiian Bank

INCREASED

Shares9,023 from 8,969

Change+54 (+1%)

Value$2.0M (+$257.7K)

Filed 2026-10-14

Cookson Peirce & Co Inc

INCREASED

Shares8,412 from 7,864

Change+548 (+7%)

Value$1.8M (+$335.9K)

Filed 2026-10-30

Amalgamated Bank

DECREASED

Shares7,788 from 8,135

Change-347 (-4%)

Value$1.7K (-$1.6M)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares7,719 from 8,259

Change-540 (-7%)

Value$1.7M (+$107.8K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

DECREASED

Shares7,403 from 7,456

Change-53 (-1%)

Value$1.6M (+$192.7K)

Filed 2026-11-06

Baker Ellis Asset Management LLC

DECREASED

Shares7,203 from 7,218

Change-15 (0%)

Value$1.6M (+$194.6K)

Filed 2026-10-14

ABN Amro Investment Solutions

NEW

Shares7,097

Change+7,097

Value$1.6M

Filed 2026-10-21

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares7,046 from 7,176

Change-130 (-2%)

Value$1.5M (+$168.1K)

Filed 2026-11-03

Lisanti Capital Growth, LLC

NEW

Shares6,900

Change+6,900

Value$1.5M

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares6,751 from 6,918

Change-167 (-2%)

Value$1.5M (+$152.9K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares6,654 from 4,422

Change+2,232 (+50%)

Value$1.5M (+$611.4K)

Filed 2026-11-05

Perigon Wealth Management, LLC

INCREASED

Shares6,557 from 6,548

Change+9 (+0%)

Value$1.4M (+$181.5K)

Filed 2026-10-22

Seamount Financial Group Inc

DECREASED

Shares6,488 from 6,622

Change-134 (-2%)

Value$1.4M (+$152.1K)

Filed 2026-10-21

Summit Global Investments

DECREASED

Shares6,216 from 7,271

Change-1,055 (-15%)

Value$1.4K (-$1.4M)

Filed 2026-10-28

Fruth Investment Management

DECREASED

Shares5,950 from 6,050

Change-100 (-2%)

Value$1.3K (+$144)

Filed 2026-10-13

Evergreen Capital Management LLC

DECREASED

Shares5,723 from 5,725

Change-2 (0%)

Value$1.3M (+$156.5K)

Filed 2026-10-23

Williams Jones Wealth Management, Llc.

UNCHANGED

Shares5,635 from 5,635

Change0 (0%)

Value$1.2M (+$154.5K)

Filed 2026-11-05

Quadrant Capital Group LLC

DECREASED

Shares5,192 from 5,531

Change-339 (-6%)

Value$1.2M (+$158.0K)

Filed 2026-10-20

Jackson Creek Investment Advisors LLC

NEW

Shares4,660

Change+4,660

Value$1.0K

Filed 2026-11-04

Marin Bay Wealth Advisors, LLC

INCREASED

Shares4,558 from 4,553

Change+5 (+0%)

Value$1.0M (+$125.9K)

Filed 2026-10-28

OP Asset Management Ltd

INCREASED

Shares4,469 from 2,685

Change+1,784 (+66%)

Value$981.6K (+$465.4K)

Filed 2026-11-05

Xponance LLC

DECREASED

Shares4,118 from 4,194

Change-76 (-2%)

Value$904.5K (+$98.3K)

Filed 2026-11-03

Choreo, LLC

INCREASED

Shares4,098 from 3,965

Change+133 (+3%)

Value$900.1K (+$137.9K)

Filed 2026-10-28

Exchange Traded Concepts, LLC

INCREASED

Shares3,982 from 2,972

Change+1,010 (+34%)

Value$874.6K (+$303.3K)

Filed 2026-10-28

Savant Capital, LLC

DECREASED

Shares3,706 from 4,018

Change-312 (-8%)

Value$814.0K (+$80.7K)

Filed 2026-11-06

Bokf, NA

DECREASED

Shares3,663 from 4,218

Change-555 (-13%)

Value$804.5K (-$6.3K)

Filed 2026-10-27

Sterling Capital Management LLC

DECREASED

Shares3,606 from 8,934

Change-5,328 (-60%)

Value$792.0K (-$925.4K)

Filed 2026-10-22

Fifth Third Wealth Advisors LLC

INCREASED

Shares3,455 from 1,237

Change+2,218 (+179%)

Value$758.9K (+$521.1K)

Filed 2026-10-22

Mutual of America Capital Management LLC

DECREASED

Shares3,413 from 3,466

Change-53 (-2%)

Value$749.6K (+$83.4K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares3,400 from 3,652

Change-252 (-7%)

Value$747 (-$701.3K)

Filed 2026-11-02

Keybank National Association

INCREASED

Shares3,209 from 1,954

Change+1,255 (+64%)

Value$704.8K (+$329.2K)

Filed 2026-11-04

Ethic Inc.

INCREASED

Shares2,984 from 1,585

Change+1,399 (+88%)

Value$655.4K (+$350.7K)

Filed 2026-11-03

Inspire Investing, LLC

DECREASED

Shares2,846 from 3,535

Change-689 (-19%)

Value$625.2K (-$54.4K)

Filed 2026-10-22

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares2,839 from 2,839

Change0 (0%)

Value$623.6K (+$77.8K)

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares2,816 from 2,402

Change+414 (+17%)

Value$618.5K (+$156.8K)

Filed 2026-10-08

CIBC Asset Management Inc

DECREASED

Shares2,748 from 2,830

Change-82 (-3%)

Value$603.6K (+$59.6K)

Filed 2026-11-05

Praxis Investment Management Inc

UNCHANGED

Shares2,746 from 2,746

Change0 (0%)

Value$603 (-$527.4K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,611 from 2,459

Change+152 (+6%)

Value$594.8K (+$91.2K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares2,432 from 2,164

Change+268 (+12%)

Value$534.1K (+$118.0K)

Filed 2026-10-30

Abel Hall, LLC

INCREASED

Shares2,413 from 2,409

Change+4 (+0%)

Value$530.0K (+$66.9K)

Filed 2026-10-19

Vise Technologies, Inc.

INCREASED

Shares2,403 from 2,027

Change+376 (+19%)

Value$527.8K (+$138.1K)

Filed 2026-10-29

BlueChip Wealth Advisors LLC

INCREASED

Shares2,243 from 1,868

Change+375 (+20%)

Value$492.6K (+$133.6K)

Filed 2026-11-03

Arizona State Retirement System

INCREASED

Shares2,129 from 2,098

Change+31 (+1%)

Value$467.6K (+$64.3K)

Filed 2026-11-03

Breakwater Capital Group

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$439.3K (+$54.8K)

Filed 2026-10-09

Ellsworth Advisors, LLC

INCREASED

Shares1,967 from 1,623

Change+344 (+21%)

Value$432.1K (+$93.0K)

Filed 2026-10-15

Oppenheimer & Co Inc

NEW

Shares1,825

Change+1,825

Value$400.8K

Filed 2026-10-26

Procyon Advisors, LLC

DECREASED

Shares1,808 from 2,842

Change-1,034 (-36%)

Value$397.1K (-$149.2K)

Filed 2026-10-21

Regions Financial Corp

UNCHANGED

Shares1,779 from 1,779

Change0 (0%)

Value$390.7K (+$48.8K)

Filed 2026-11-05

Trust Co of Vermont

UNCHANGED

Shares1,734 from 1,734

Change0 (0%)

Value$380.9K (+$47.5K)

Filed 2026-10-21

Sage Rhino Capital LLC

DECREASED

Shares1,612 from 1,647

Change-35 (-2%)

Value$354.1K (+$37.5K)

Filed 2026-10-28

NWF Advisory Services Inc.

UNCHANGED

Shares1,550 from 1,550

Change0 (0%)

Value$340.4K (+$42.5K)

Filed 2026-10-19

U S Global Investors Inc

NEW

Shares1,527

Change+1,527

Value$335.4K

Filed 2026-10-22

Elevation Point Wealth Partners, LLC

INCREASED

Shares1,527 from 1,468

Change+59 (+4%)

Value$335.4K (+$53.2K)

Filed 2026-11-05

Pictet Asset Management Holding SA

UNCHANGED

Shares1,394 from 1,394

Change0 (0%)

Value$306.2K (+$38.2K)

Filed 2026-11-03

Blue Trust, Inc.

INCREASED

Shares1,387 from 1,352

Change+35 (+3%)

Value$304.6K (+$44.7K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

DECREASED

Shares1,380 from 1,468

Change-88 (-6%)

Value$303.2K (+$21.1K)

Filed 2026-11-02

Profund Advisors LLC

DECREASED

Shares1,368 from 1,420

Change-52 (-4%)

Value$300.5K (+$27.5K)

Filed 2026-10-29

Hohimer Wealth Management, LLC

INCREASED

Shares1,366 from 1,327

Change+39 (+3%)

Value$300.0K (+$44.9K)

Filed 2026-11-04

HB Wealth Management, LLC

INCREASED

Shares1,363 from 1,271

Change+92 (+7%)

Value$299.4K (+$55.0K)

Filed 2026-10-23

Crossmark Global Holdings, Inc.

INCREASED

Shares1,297 from 1,110

Change+187 (+17%)

Value$284.9K (+$71.5K)

Filed 2026-10-21

Genesee Capital Advisors, LLC

NEW

Shares1,282

Change+1,282

Value$281.7K

Filed 2026-10-20

Swiss Life Asset Management Ltd

DECREASED

Shares1,269 from 1,357

Change-88 (-6%)

Value$278.7K (+$17.9K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

DECREASED

Shares1,265 from 1,298

Change-33 (-3%)

Value$277.9K (+$28.5K)

Filed 2026-10-16

HUB Investment Partners, LLC

NEW

Shares1,259

Change+1,259

Value$276.5K

Filed 2026-11-03

Westhampton Capital, LLC

UNCHANGED

Shares1,250 from 1,250

Change0 (0%)

Value$274.6K (+$34.3K)

Filed 2026-10-30

Chicago Trust Co NA

UNCHANGED

Shares1,246 from 1,246

Change0 (0%)

Value$273.7K (+$34.2K)

Filed 2026-10-28

Premier Fund Managers Ltd

DECREASED

Shares1,235 from 1,666

Change-431 (-26%)

Value$280 (-$44)

Filed 2026-11-02

Mission Wealth Management, LP

DECREASED

Shares1,216 from 1,228

Change-12 (-1%)

Value$267.1K (+$31.0K)

Filed 2026-10-15

Planned Solutions, Inc.

UNCHANGED

Shares1,172 from 1,172

Change0 (0%)

Value$257.4K (+$32.1K)

Filed 2026-10-19

Penobscot Investment Management Company, Inc.

UNCHANGED

Shares1,156 from 1,156

Change0 (0%)

Value$253.9K (+$31.7K)

Filed 2026-10-26

Sanchez Gaunt Capital Management, LLC

INCREASED

Shares1,141 from 1,134

Change+7 (+1%)

Value$250.6K (+$32.6K)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares1,111 from 1,267

Change-156 (-12%)

Value$244.0K (+$465)

Filed 2026-11-05

Baron Wealth Management LLC

NEW

Shares1,077

Change+1,077

Value$236.5K

Filed 2026-10-27

D'Orazio & Associates, Inc.

INCREASED

Shares1,076 from 1,067

Change+9 (+1%)

Value$236.3K (+$31.2K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares1,072 from 418

Change+654 (+156%)

Value$235.5K (+$155.0K)

Filed 2026-10-08

Essex Investment Management Co LLC

UNCHANGED

Shares1,052 from 1,052

Change0 (0%)

Value$231.1K (+$28.8K)

Filed 2026-10-19

W.H. Cornerstone Investments Inc.

INCREASED

Shares1,048 from 1,046

Change+2 (+0%)

Value$230.2K (+$29.1K)

Filed 2026-11-03

Kestra Advisory Services, LLC

NEW

Shares1,030

Change+1,030

Value$226.3K

Filed 2026-11-02

Gemmer Asset Management LLC

NEW

Shares1,023

Change+1,023

Value$224.7K

Filed 2026-10-16

Greenleaf Trust

NEW

Shares1,015

Change+1,015

Value$222.9K

Filed 2026-10-29

Avior Wealth Management, LLC

NEW

Shares933

Change+933

Value$204.9K

Filed 2026-10-13

DekaBank Deutsche Girozentrale

NEW

Shares927

Change+927

Value$210

Filed 2026-10-27

Parallel Advisors, LLC

INCREASED

Shares799 from 612

Change+187 (+31%)

Value$175.5K (+$57.8K)

Filed 2026-11-03

Brown, Lisle Ings, Inc.

DECREASED

Shares766 from 1,532

Change-766 (-50%)

Value$168.2K (-$126.3K)

Filed 2026-10-16

Parkside Financial Bank & Trust

INCREASED

Shares754 from 735

Change+19 (+3%)

Value$165.6K (+$24.3K)

Filed 2026-10-27

Harbor Capital Advisors, Inc.

INCREASED

Shares694 from 243

Change+451 (+186%)

Value$152 (-$46.8K)

Filed 2026-10-22

Curat Global, LLC

DECREASED

Shares626 from 2,830

Change-2,204 (-78%)

Value$137.4K (-$272.3K)

Filed 2026-10-26

BI Asset Management Fondsmaeglerselskab A/S

INCREASED

Shares625 from 306

Change+319 (+104%)

Value$137 (-$58.9K)

Filed 2026-10-22

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares607 from 612

Change-5 (-1%)

Value$133.3K (+$15.7K)

Filed 2026-10-27

Nkcfo LLC

NEW

Shares575

Change+575

Value$126

Filed 2026-11-04

Gilpin Wealth Management, LLC

UNCHANGED

Shares549 from 549

Change0 (0%)

Value$120.6K (+$15.0K)

Filed 2026-10-09

Covestor Ltd

INCREASED

Shares485 from 399

Change+86 (+22%)

Value$107 (-$76.9K)

Filed 2026-10-30

Fortitude Family Office, LLC

INCREASED

Shares477 from 41

Change+436 (+1063%)

Value$104.8K (+$96.9K)

Filed 2026-10-14

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$98.8K (+$12.3K)

Filed 2026-10-26

State of Wyoming

DECREASED

Shares405 from 798

Change-393 (-49%)

Value$89.0K (-$64.4K)

Filed 2026-10-28

Signaturefd, LLC

INCREASED

Shares392 from 217

Change+175 (+81%)

Value$86.1K (+$44.4K)

Filed 2026-10-23

EverSource Wealth Advisors, LLC

INCREASED

Shares386 from 305

Change+81 (+27%)

Value$84.8K (+$26.1K)

Filed 2026-11-04

Security National Bank

UNCHANGED

Shares328 from 328

Change0 (0%)

Value$72.0K (+$9.0K)

Filed 2026-10-26

IFP Advisors, Inc

DECREASED

Shares320 from 363

Change-43 (-12%)

Value$70.3K (+$506)

Filed 2026-10-16

Salomon & Ludwin, LLC

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$59.3K (+$4.2K)

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares258

Change+258

Value$56.7K

Filed 2026-10-21

CFG Wealth Management Services, Inc.

NEW

Shares242

Change+242

Value$54.6K

Filed 2026-10-21

USA Financial Formulas

NEW

Shares227

Change+227

Value$49.9K

Filed 2026-10-16

Bayforest Capital Ltd

NEW

Shares207

Change+207

Value$45.5K

Filed 2026-11-03

MV Capital Management, Inc.

UNCHANGED

Shares165 from 165

Change0 (0%)

Value$36.2K (+$4.5K)

Filed 2026-10-29

KFG LLC

NEW

Shares153

Change+153

Value$33.6K

Filed 2026-11-02

Cullen T Bankers, Inc.

INCREASED

Shares149 from 0

Change+149

Value$32.7K (+$32.7K)

Filed 2026-10-28

First Horizon Corp

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$31.6K (+$3.9K)

Filed 2026-10-26

Larson Financial Group LLC

DECREASED

Shares139 from 211

Change-72 (-34%)

Value$30.5K (-$10.0K)

Filed 2026-11-05

Versant Capital Management, Inc

INCREASED

Shares136 from 134

Change+2 (+1%)

Value$29.9K (+$4.1K)

Filed 2026-10-02

Bare Financial Services, Inc

INCREASED

Shares130 from 122

Change+8 (+7%)

Value$28.6K (+$5.1K)

Filed 2026-11-04

WPG Advisers, LLC

INCREASED

Shares117 from 111

Change+6 (+5%)

Value$25.7K (+$4.4K)

Filed 2026-10-27

Valued Wealth Advisors LLC

INCREASED

Shares115 from 107

Change+8 (+7%)

Value$25.3K (+$4.7K)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares114

Change+114

Value$25.0K

Filed 2026-10-30

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$23.7K (+$3.0K)

Filed 2026-10-05

Eurizon Capital SGR S.p.A.

NEW

Shares103

Change+103

Value$23.4K

Filed 2026-11-06

Clearstead Advisors, LLC

DECREASED

Shares90 from 92

Change-2 (-2%)

Value$19.8K (+$2.1K)

Filed 2026-11-06

JFS Wealth Advisors, LLC

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$13.0K (+$1.6K)

Filed 2026-11-03

Jacobi Capital Management LLC

NEW

Shares50

Change+50

Value$11.0K

Filed 2026-11-05

Pflug Koory, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$11.0K (+$1.4K)

Filed 2026-10-26

Creative Capital Management Investments LLC

INCREASED

Shares49 from 16

Change+33 (+206%)

Value$10.8K (+$7.7K)

Filed 2026-10-28

Bell Investment Advisors, Inc

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$8.1K (+$1.0K)

Filed 2026-10-29

James T. Borello RIA

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$7.9K (+$987)

Filed 2026-10-16

Essential Partners LLC

INCREASED

Shares35 from 24

Change+11 (+46%)

Value$7.7K (+$3.1K)

Filed 2026-10-14

High Note Wealth, LLC

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$7.5K (+$932)

Filed 2026-10-27

True Wealth Design, LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$6.8K (+$849)

Filed 2026-10-13

Farmers & Merchants Investments Inc

INCREASED

Shares28 from 16

Change+12 (+75%)

Value$6.2K (+$3.1K)

Filed 2026-10-22

Owl Creek Wealth Partners LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$5.9K (+$740)

Filed 2026-10-20

SJS Investment Consulting Inc.

INCREASED

Shares26 from 12

Change+14 (+117%)

Value$5.7K (+$3.4K)

Filed 2026-10-26

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$5.3K (+$658)

Filed 2026-10-15

GK Wealth Management LLC

NEW

Shares18

Change+18

Value$4.0K

Filed 2026-10-09

Rossby Financial, LCC

INCREASED

Shares17 from 14

Change+3 (+21%)

Value$3.7K (+$1.0K)

Filed 2026-11-05

UMB Private Wealth Management, LLC

NEW

Shares15

Change+15

Value$3.3K

Filed 2026-10-19

William B. Walkup & Associates, Inc.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$3.3K (+$412)

Filed 2026-11-05

Clark Wealth Partners

NEW

Shares14

Change+14

Value$3.1K

Filed 2026-10-19

Private Wealth Management Group, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$3.1K (+$383)

Filed 2026-10-19

Bay Harbor Wealth Management, LLC

INCREASED

Shares12 from 10

Change+2 (+20%)

Value$2.6K (+$714)

Filed 2026-11-03

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$2.6K (+$329)

Filed 2026-10-16

Manchester Capital Management LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$2.6K (+$329)

Filed 2026-10-22

Rakuten Securities, Inc.

NEW

Shares11

Change+11

Value$2.4K

Filed 2026-11-02

SBI Securities Co., Ltd.

INCREASED

Shares10 from 7

Change+3 (+43%)

Value$2.2K (+$850)

Filed 2026-10-22

Capital Advisors, Ltd. LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$2 ($0)

Filed 2026-10-27

Hughes Financial Services, LLC

INCREASED

Shares6 from 5

Change+1 (+20%)

Value$1.4K (+$401)

Filed 2026-10-30

Valley National Advisers Inc

NEW

Shares5

Change+5

Value$1.1K

Filed 2026-10-23

Torren Management, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$1.1K (+$140)

Filed 2026-10-29

Noble Wealth Management PBC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$879 (+$110)

Filed 2026-10-01

TD Private Client Wealth LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$879 (+$110)

Filed 2026-10-28

Align Financial, LLC

NEW

Shares3

Change+3

Value$659

Filed 2026-10-16

DecisionPoint Financial, LLC

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$677 (+$269)

Filed 2026-10-27

Trust Co

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$660 (+$82)

Filed 2026-10-09

Financial Consulate, Inc

NEW

Shares2

Change+2

Value$440

Filed 2026-10-23

Physician Wealth Advisors, Inc.

NEW

Shares2

Change+2

Value$440

Filed 2026-10-20

Davis Capital Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$439 (+$55)

Filed 2026-10-08

Activest Wealth Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$439 (+$55)

Filed 2026-10-15

Maseco LLP

NEW

Shares1

Change+1

Value$220

Filed 2026-10-27

Signature Resources Capital Management, LLC

NEW

Shares1

Change+1

Value$220

Filed 2026-10-16

Proathlete Wealth Management LLC

NEW

Shares1

Change+1

Value$219

Filed 2026-10-15

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$220 (+$27)

Filed 2026-10-15

Key FInancial Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$220 (+$28)

Filed 2026-11-02

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$220 (+$27)

Filed 2026-10-15

Abound Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$220 (+$27)

Filed 2026-10-26

Fideuram Asset Management (Ireland) dac

CLOSED

Shares0 from 10,384

Change-10,384 (-100%)

Value$0 (-$1.8M)

Filed 2026-10-29

SummerHaven Investment Management, LLC

CLOSED

Shares0 from 6,847

Change-6,847 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-19

Wedbush Securities Inc

CLOSED

Shares0 from 3,168

Change-3,168 (-100%)

Value$0 (-$609.0K)

Filed 2026-10-22

GW Henssler & Associates LTD

CLOSED

Shares0 from 2,369

Change-2,369 (-100%)

Value$0 (-$455.4K)

Filed 2026-10-26

Imc-Chicago, LLC

CLOSED

Shares0 from 1,183

Change-1,183 (-100%)

Value$0 (-$227.4K)

Filed 2026-11-05

Nilsine Partners, LLC

CLOSED

Shares0 from 1,138

Change-1,138 (-100%)

Value$0 (-$218.8K)

Filed 2026-11-02

Simplex Trading, LLC

CLOSED

Shares0 from 608

Change-608 (-100%)

Value$0 (-$116.9K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$30.6K)

Filed 2026-11-02

MCF Advisors LLC

CLOSED

Shares0 from 97

Change-97 (-100%)

Value$0 (-$18.6K)

Filed 2026-10-28

Solstein Capital, LLC

CLOSED

Shares0 from 39

Change-39 (-100%)

Value$0 (-$7.5K)

Filed 2026-11-02

Kelleher Financial Advisors

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$3.7K)

Filed 2026-10-30

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-07

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$769)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 4,957,097

Change-4,957,097 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,995,042

Change-1,995,042 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,760,017

Change-1,760,017 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,294,106

Change-1,294,106 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,208,201

Change-1,208,201 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 799,011

Change-799,011 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 679,691

Change-679,691 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 648,405

Change-648,405 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 526,507

Change-526,507 (-100%)

Value—

FMR LLC

N/A

Shares— from 461,027

Change-461,027 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 414,482

Change-414,482 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 397,619

Change-397,619 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 394,689

Change-394,689 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 380,755

Change-380,755 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 313,755

Change-313,755 (-100%)

Value—

Boston Partners

N/A

Shares— from 297,305

Change-297,305 (-100%)

Value—

Caisse de Depot ET Placement DU Quebec

N/A

Shares— from 238,234

Change-238,234 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 211,935

Change-211,935 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 199,341

Change-199,341 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 198,026

Change-198,026 (-100%)

Value—

London Co of Virginia

N/A

Shares— from 188,631

Change-188,631 (-100%)

Value—

Encompass Capital Advisors LLC

N/A

Shares— from 170,724

Change-170,724 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 170,131

Change-170,131 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 166,994

Change-166,994 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 160,462

Change-160,462 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 139,392

Change-139,392 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 135,551

Change-135,551 (-100%)

Value—

William Blair Investment Management, LLC

N/A

Shares— from 132,082

Change-132,082 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 131,553

Change-131,553 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 124,319

Change-124,319 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 112,722

Change-112,722 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 112,313

Change-112,313 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 104,792

Change-104,792 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 104,066

Change-104,066 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 101,975

Change-101,975 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 99,374

Change-99,374 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 98,207

Change-98,207 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 93,307

Change-93,307 (-100%)

Value—

Norges Bank

N/A

Shares— from 91,591

Change-91,591 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 85,433

Change-85,433 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 84,932

Change-84,932 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 83,388

Change-83,388 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 79,447

Change-79,447 (-100%)

Value—

Simcoe Capital Management, LLC

N/A

Shares— from 78,855

Change-78,855 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 75,440

Change-75,440 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 72,413

Change-72,413 (-100%)

Value—

UBS Group AG

N/A

Shares— from 70,298

Change-70,298 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 65,408

Change-65,408 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 64,249

Change-64,249 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 63,869

Change-63,869 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 63,515

Change-63,515 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 60,638

Change-60,638 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 60,188

Change-60,188 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 58,432

Change-58,432 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 58,429

Change-58,429 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 58,130

Change-58,130 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 57,554

Change-57,554 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 53,672

Change-53,672 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 49,577

Change-49,577 (-100%)

Value—

J. Goldman & Co LP

N/A

Shares— from 46,710

Change-46,710 (-100%)

Value—

Pinnbrook Capital Management LP

N/A

Shares— from 45,814

Change-45,814 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 44,169

Change-44,169 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 44,028

Change-44,028 (-100%)

Value—

Man Group plc

N/A

Shares— from 42,643

Change-42,643 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 39,307

Change-39,307 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 35,769

Change-35,769 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 35,230

Change-35,230 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 32,173

Change-32,173 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 30,413

Change-30,413 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 30,119

Change-30,119 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 29,923

Change-29,923 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 29,212

Change-29,212 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 28,515

Change-28,515 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 27,059

Change-27,059 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 26,960

Change-26,960 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 25,106

Change-25,106 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 24,835

Change-24,835 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 24,400

Change-24,400 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 24,190

Change-24,190 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 23,365

Change-23,365 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 22,852

Change-22,852 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 22,695

Change-22,695 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 22,665

Change-22,665 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 22,664

Change-22,664 (-100%)

Value—

Hodges Capital Management Inc.

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 21,332

Change-21,332 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 21,255

Change-21,255 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 21,250

Change-21,250 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,165

Change-21,165 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 20,447

Change-20,447 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 20,314

Change-20,314 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 18,407

Change-18,407 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 17,800

Change-17,800 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 17,739

Change-17,739 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 16,102

Change-16,102 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 15,998

Change-15,998 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 15,981

Change-15,981 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 15,300

Change-15,300 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,895

Change-14,895 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 14,762

Change-14,762 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 14,568

Change-14,568 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 14,067

Change-14,067 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 14,040

Change-14,040 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 13,324

Change-13,324 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 12,194

Change-12,194 (-100%)

Value—

Rice Partnership, LLC

N/A

Shares— from 11,560

Change-11,560 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 11,031

Change-11,031 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 10,791

Change-10,791 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 10,411

Change-10,411 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 10,366

Change-10,366 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,276

Change-10,276 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 10,247

Change-10,247 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 9,871

Change-9,871 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,619

Change-9,619 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 9,497

Change-9,497 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 9,200

Change-9,200 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,004

Change-9,004 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,993

Change-8,993 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 8,879

Change-8,879 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 8,800

Change-8,800 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 8,180

Change-8,180 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 8,121

Change-8,121 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 7,775

Change-7,775 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 7,745

Change-7,745 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 7,431

Change-7,431 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 7,419

Change-7,419 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 7,305

Change-7,305 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 6,779

Change-6,779 (-100%)

Value—

Uniplan Investment Counsel, Inc.

N/A

Shares— from 6,723

Change-6,723 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 6,655

Change-6,655 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 6,300

Change-6,300 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 6,088

Change-6,088 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 5,814

Change-5,814 (-100%)

Value—

Massar Capital Management, LP

N/A

Shares— from 5,788

Change-5,788 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 5,100

Change-5,100 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 5,012

Change-5,012 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 4,906

Change-4,906 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 4,852

Change-4,852 (-100%)

Value—

Stephens Inc

N/A

Shares— from 4,562

Change-4,562 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 4,483

Change-4,483 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 4,407

Change-4,407 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 4,343

Change-4,343 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 4,128

Change-4,128 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,108

Change-4,108 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 3,957

Change-3,957 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 3,941

Change-3,941 (-100%)

Value—

Amundi

N/A

Shares— from 3,910

Change-3,910 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 3,805

Change-3,805 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 3,787

Change-3,787 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 3,594

Change-3,594 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,580

Change-3,580 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 3,537

Change-3,537 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 3,470

Change-3,470 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,413

Change-3,413 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 3,395

Change-3,395 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,259

Change-3,259 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 3,099

Change-3,099 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 3,048

Change-3,048 (-100%)

Value—

Portland Global Advisors LLC

N/A

Shares— from 2,971

Change-2,971 (-100%)

Value—

Regency Capital Management Inc.\DE

N/A

Shares— from 2,920

Change-2,920 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,767

Change-2,767 (-100%)

Value—

Board of Trustees of The Leland Stanford Junior University

N/A

Shares— from 2,700

Change-2,700 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 2,680

Change-2,680 (-100%)

Value—

Fairview Capital Investment Management, LLC

N/A

Shares— from 2,560

Change-2,560 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 2,362

Change-2,362 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 2,338

Change-2,338 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 2,327

Change-2,327 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 2,311

Change-2,311 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 2,258

Change-2,258 (-100%)

Value—

denkapparat Operations GmbH

N/A

Shares— from 2,240

Change-2,240 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,153

Change-2,153 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 2,076

Change-2,076 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,028

Change-2,028 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 1,975

Change-1,975 (-100%)

Value—

Fidelis Capital Partners, LLC

N/A

Shares— from 1,931

Change-1,931 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 1,834

Change-1,834 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 1,696

Change-1,696 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 1,657

Change-1,657 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 1,655

Change-1,655 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 1,524

Change-1,524 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 1,484

Change-1,484 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 1,452

Change-1,452 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 1,429

Change-1,429 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 1,375

Change-1,375 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 1,361

Change-1,361 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,344

Change-1,344 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 1,270

Change-1,270 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 1,250

Change-1,250 (-100%)

Value—

Xcelsior Advisor Partners LLC

N/A

Shares— from 1,244

Change-1,244 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 1,228

Change-1,228 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 1,205

Change-1,205 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Kavar Capital Partners Group, LLC

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 1,125

Change-1,125 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,117

Change-1,117 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 1,045

Change-1,045 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 973

Change-973 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 961

Change-961 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 954

Change-954 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 920

Change-920 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 887

Change-887 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 887

Change-887 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 867

Change-867 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 802

Change-802 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 741

Change-741 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 627

Change-627 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 500

Change-500 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 494

Change-494 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 470

Change-470 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 446

Change-446 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 333

Change-333 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 313

Change-313 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 298

Change-298 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 284

Change-284 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 279

Change-279 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 279

Change-279 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 249

Change-249 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 238

Change-238 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 228

Change-228 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 209

Change-209 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 206

Change-206 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 192

Change-192 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 183

Change-183 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 167

Change-167 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 144

Change-144 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 115

Change-115 (-100%)

Value—

Tacita Capital Inc

N/A

Shares— from 113

Change-113 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 100

Change-100 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Accent Capital Management, LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 72

Change-72 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 67

Change-67 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 49

Change-49 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 47

Change-47 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 32

Change-32 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 32

Change-32 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 24

Change-24 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 23

Change-23 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 13

Change-13 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	1,831,276	1,943,301	-112,025	-6%	$373.6M	$402.2M	+$28.7M	2026-11-04
Bank of New York Mellon Corp	DECREASED	256,280	263,418	-7,138	-3%	$50.6M	$56.3M	+$5.7M	2026-11-05
Retirement Planning Group, LLC	INCREASED	233,584	1,893	+231,691	+12239%	$363.9K	$395.9K	+$32.0K	2026-10-19
Principal Financial Group Inc	INCREASED	186,847	146,266	+40,581	+28%	$28.1M	$41.0M	+$12.9M	2026-11-02
Wedge Capital Management L L P	DECREASED	61,559	84,392	-22,833	-27%	$16.2M	$13.5M	-$2.7M	2026-10-13
Robeco Institutional Asset Management B.V.	NEW	54,501	—	+54,501	—	—	$12.0M	—	2026-10-20
ProShare Advisors LLC	INCREASED	49,860	37,961	+11,899	+31%	$7.3M	$11.0M	+$3.7M	2026-10-29
Creative Planning	INCREASED	40,671	33,889	+6,782	+20%	$6.5M	$8.9M	+$2.4M	2026-11-02
Assetmark, Inc	INCREASED	40,666	37,578	+3,088	+8%	$7.2M	$8.9M	+$1.7M	2026-10-21
Allspring Global Investments Holdings, LLC	DECREASED	40,223	58,476	-18,253	-31%	$11.9M	$9.1M	-$2.9M	2026-11-04
CKW Financial Group	UNCHANGED	40,148	40,148	0	0%	$8.2K	$9.1K	+$866	2026-10-29
KBC Group NV	INCREASED	35,374	34,780	+594	+2%	$6.7M	$7.8K	-$6.7M	2026-10-22
Linden Thomas Advisory Services, LLC	INCREASED	34,317	32,805	+1,512	+5%	$6.3M	$7.5M	+$1.2M	2026-10-19
Barclays PLC	INCREASED	30,412	13,352	+17,060	+128%	$2.6M	$6.7M	+$4.1M	2026-11-06
Chatham Capital Group, Inc.	DECREASED	30,315	32,375	-2,060	-6%	$6.2M	$6.7M	+$434.9K	2026-10-16
New York State Teachers Retirement System	DECREASED	27,494	30,948	-3,454	-11%	$5.9M	$6.0K	-$5.9M	2026-10-22
Sepio Capital, LP	INCREASED	20,415	20,406	+9	+0%	$3.9M	$4.5M	+$561.3K	2026-10-22
Livforsakringsbolaget Skandia, Omsesidigt	NEW	20,400	—	+20,400	—	—	$4.5M	—	2026-10-21
Thrivent Financial for Lutherans	DECREASED	19,019	19,873	-854	-4%	$3.8M	$4.2K	-$3.8M	2026-11-05
Fifth Third Bancorp	DECREASED	17,986	20,303	-2,317	-11%	$3.9M	$4.0M	+$47.7K	2026-11-05
Nisa Investment Advisors, LLC	DECREASED	15,686	15,980	-294	-2%	$3.1M	$3.4M	+$373.4K	2026-10-20
Illinois Municipal Retirement Fund	DECREASED	15,415	15,448	-33	0%	$3.0M	$3.4M	+$416.2K	2026-11-05
Citigroup Inc	DECREASED	14,821	22,472	-7,651	-34%	$4.3M	$3.3M	-$1.1M	2026-11-04
Assenagon Asset Management S.A.	DECREASED	14,687	17,842	-3,155	-18%	$3.4M	$3.2M	-$203.9K	2026-10-15
Ritholtz Wealth Management	INCREASED	12,841	11,408	+1,433	+13%	$2.2M	$2.8M	+$627.3K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	12,700	13,300	-600	-5%	$2.6M	$2.8M	+$232.8K	2026-10-20
State of Alaska, Department of Revenue	DECREASED	12,160	17,859	-5,699	-32%	$3.4M	$2.7K	-$3.4M	2026-10-15
Strs Ohio	INCREASED	11,700	9,000	+2,700	+30%	$1.7M	$2.6M	+$839.7K	2026-10-30
Compass Financial Management LLC	INCREASED	9,180	1,768	+7,412	+419%	$377.4K	$2.0M	+$1.6M	2026-10-30
First Hawaiian Bank	INCREASED	9,023	8,969	+54	+1%	$1.7M	$2.0M	+$257.7K	2026-10-14
Cookson Peirce & Co Inc	INCREASED	8,412	7,864	+548	+7%	$1.5M	$1.8M	+$335.9K	2026-10-30
Amalgamated Bank	DECREASED	7,788	8,135	-347	-4%	$1.6M	$1.7K	-$1.6M	2026-10-23
Yousif Capital Management, LLC	DECREASED	7,719	8,259	-540	-7%	$1.6M	$1.7M	+$107.8K	2026-10-22
PNC Financial Services Group, Inc.	DECREASED	7,403	7,456	-53	-1%	$1.4M	$1.6M	+$192.7K	2026-11-06
Baker Ellis Asset Management LLC	DECREASED	7,203	7,218	-15	0%	$1.4M	$1.6M	+$194.6K	2026-10-14
ABN Amro Investment Solutions	NEW	7,097	—	+7,097	—	—	$1.6M	—	2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	7,046	7,176	-130	-2%	$1.4M	$1.5M	+$168.1K	2026-11-03
Lisanti Capital Growth, LLC	NEW	6,900	—	+6,900	—	—	$1.5M	—	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	6,751	6,918	-167	-2%	$1.3M	$1.5M	+$152.9K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	6,654	4,422	+2,232	+50%	$850.0K	$1.5M	+$611.4K	2026-11-05
Perigon Wealth Management, LLC	INCREASED	6,557	6,548	+9	+0%	$1.3M	$1.4M	+$181.5K	2026-10-22
Seamount Financial Group Inc	DECREASED	6,488	6,622	-134	-2%	$1.3M	$1.4M	+$152.1K	2026-10-21
Summit Global Investments	DECREASED	6,216	7,271	-1,055	-15%	$1.4M	$1.4K	-$1.4M	2026-10-28
Fruth Investment Management	DECREASED	5,950	6,050	-100	-2%	$1.2K	$1.3K	+$144	2026-10-13
Evergreen Capital Management LLC	DECREASED	5,723	5,725	-2	0%	$1.1M	$1.3M	+$156.5K	2026-10-23
Williams Jones Wealth Management, Llc.	UNCHANGED	5,635	5,635	0	0%	$1.1M	$1.2M	+$154.5K	2026-11-05
Quadrant Capital Group LLC	DECREASED	5,192	5,531	-339	-6%	$1.1M	$1.2M	+$158.0K	2026-10-20
Jackson Creek Investment Advisors LLC	NEW	4,660	—	+4,660	—	—	$1.0K	—	2026-11-04
Marin Bay Wealth Advisors, LLC	INCREASED	4,558	4,553	+5	+0%	$875.4K	$1.0M	+$125.9K	2026-10-28
OP Asset Management Ltd	INCREASED	4,469	2,685	+1,784	+66%	$516.1K	$981.6K	+$465.4K	2026-11-05
Xponance LLC	DECREASED	4,118	4,194	-76	-2%	$806.2K	$904.5K	+$98.3K	2026-11-03
Choreo, LLC	INCREASED	4,098	3,965	+133	+3%	$762.2K	$900.1K	+$137.9K	2026-10-28
Exchange Traded Concepts, LLC	INCREASED	3,982	2,972	+1,010	+34%	$571.3K	$874.6K	+$303.3K	2026-10-28
Savant Capital, LLC	DECREASED	3,706	4,018	-312	-8%	$733.3K	$814.0K	+$80.7K	2026-11-06
Bokf, NA	DECREASED	3,663	4,218	-555	-13%	$810.8K	$804.5K	-$6.3K	2026-10-27
Sterling Capital Management LLC	DECREASED	3,606	8,934	-5,328	-60%	$1.7M	$792.0K	-$925.4K	2026-10-22
Fifth Third Wealth Advisors LLC	INCREASED	3,455	1,237	+2,218	+179%	$237.8K	$758.9K	+$521.1K	2026-10-22
Mutual of America Capital Management LLC	DECREASED	3,413	3,466	-53	-2%	$666.3K	$749.6K	+$83.4K	2026-10-23
Cambridge Investment Research Advisors, Inc.	DECREASED	3,400	3,652	-252	-7%	$702.0K	$747	-$701.3K	2026-11-02
Keybank National Association	INCREASED	3,209	1,954	+1,255	+64%	$375.6K	$704.8K	+$329.2K	2026-11-04
Ethic Inc.	INCREASED	2,984	1,585	+1,399	+88%	$304.7K	$655.4K	+$350.7K	2026-11-03
Inspire Investing, LLC	DECREASED	2,846	3,535	-689	-19%	$679.6K	$625.2K	-$54.4K	2026-10-22
Ashton Thomas Private Wealth, LLC	UNCHANGED	2,839	2,839	0	0%	$545.7K	$623.6K	+$77.8K	2026-11-03
Gamma Investing LLC	INCREASED	2,816	2,402	+414	+17%	$461.7K	$618.5K	+$156.8K	2026-10-08
CIBC Asset Management Inc	DECREASED	2,748	2,830	-82	-3%	$544.0K	$603.6K	+$59.6K	2026-11-05
Praxis Investment Management Inc	UNCHANGED	2,746	2,746	0	0%	$528.0K	$603	-$527.4K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	2,611	2,459	+152	+6%	$503.5K	$594.8K	+$91.2K	2026-10-13
Truist Financial Corp	INCREASED	2,432	2,164	+268	+12%	$416.0K	$534.1K	+$118.0K	2026-10-30
Abel Hall, LLC	INCREASED	2,413	2,409	+4	+0%	$463.1K	$530.0K	+$66.9K	2026-10-19
Vise Technologies, Inc.	INCREASED	2,403	2,027	+376	+19%	$389.7K	$527.8K	+$138.1K	2026-10-29
BlueChip Wealth Advisors LLC	INCREASED	2,243	1,868	+375	+20%	$359.0K	$492.6K	+$133.6K	2026-11-03
Arizona State Retirement System	INCREASED	2,129	2,098	+31	+1%	$403.3K	$467.6K	+$64.3K	2026-11-03
Breakwater Capital Group	UNCHANGED	2,000	2,000	0	0%	$384.5K	$439.3K	+$54.8K	2026-10-09
Ellsworth Advisors, LLC	INCREASED	1,967	1,623	+344	+21%	$339.1K	$432.1K	+$93.0K	2026-10-15
Oppenheimer & Co Inc	NEW	1,825	—	+1,825	—	—	$400.8K	—	2026-10-26
Procyon Advisors, LLC	DECREASED	1,808	2,842	-1,034	-36%	$546.3K	$397.1K	-$149.2K	2026-10-21
Regions Financial Corp	UNCHANGED	1,779	1,779	0	0%	$342.0K	$390.7K	+$48.8K	2026-11-05
Trust Co of Vermont	UNCHANGED	1,734	1,734	0	0%	$333.3K	$380.9K	+$47.5K	2026-10-21
Sage Rhino Capital LLC	DECREASED	1,612	1,647	-35	-2%	$316.6K	$354.1K	+$37.5K	2026-10-28
NWF Advisory Services Inc.	UNCHANGED	1,550	1,550	0	0%	$298.0K	$340.4K	+$42.5K	2026-10-19
U S Global Investors Inc	NEW	1,527	—	+1,527	—	—	$335.4K	—	2026-10-22
Elevation Point Wealth Partners, LLC	INCREASED	1,527	1,468	+59	+4%	$282.2K	$335.4K	+$53.2K	2026-11-05
Pictet Asset Management Holding SA	UNCHANGED	1,394	1,394	0	0%	$268.0K	$306.2K	+$38.2K	2026-11-03
Blue Trust, Inc.	INCREASED	1,387	1,352	+35	+3%	$259.9K	$304.6K	+$44.7K	2026-10-15
Commonwealth Equity Services, LLC	DECREASED	1,380	1,468	-88	-6%	$282.1K	$303.2K	+$21.1K	2026-11-02
Profund Advisors LLC	DECREASED	1,368	1,420	-52	-4%	$273.0K	$300.5K	+$27.5K	2026-10-29
Hohimer Wealth Management, LLC	INCREASED	1,366	1,327	+39	+3%	$255.1K	$300.0K	+$44.9K	2026-11-04
HB Wealth Management, LLC	INCREASED	1,363	1,271	+92	+7%	$244.3K	$299.4K	+$55.0K	2026-10-23
Crossmark Global Holdings, Inc.	INCREASED	1,297	1,110	+187	+17%	$213.4K	$284.9K	+$71.5K	2026-10-21
Genesee Capital Advisors, LLC	NEW	1,282	—	+1,282	—	—	$281.7K	—	2026-10-20
Swiss Life Asset Management Ltd	DECREASED	1,269	1,357	-88	-6%	$260.9K	$278.7K	+$17.9K	2026-11-03
Concurrent Investment Advisors, LLC	DECREASED	1,265	1,298	-33	-3%	$249.5K	$277.9K	+$28.5K	2026-10-16
HUB Investment Partners, LLC	NEW	1,259	—	+1,259	—	—	$276.5K	—	2026-11-03
Westhampton Capital, LLC	UNCHANGED	1,250	1,250	0	0%	$240.3K	$274.6K	+$34.3K	2026-10-30
Chicago Trust Co NA	UNCHANGED	1,246	1,246	0	0%	$239.5K	$273.7K	+$34.2K	2026-10-28
Premier Fund Managers Ltd	DECREASED	1,235	1,666	-431	-26%	$324	$280	-$44	2026-11-02
Mission Wealth Management, LP	DECREASED	1,216	1,228	-12	-1%	$236.1K	$267.1K	+$31.0K	2026-10-15
Planned Solutions, Inc.	UNCHANGED	1,172	1,172	0	0%	$225.3K	$257.4K	+$32.1K	2026-10-19
Penobscot Investment Management Company, Inc.	UNCHANGED	1,156	1,156	0	0%	$222.2K	$253.9K	+$31.7K	2026-10-26
Sanchez Gaunt Capital Management, LLC	INCREASED	1,141	1,134	+7	+1%	$218.0K	$250.6K	+$32.6K	2026-11-03
US Bancorp \de\	DECREASED	1,111	1,267	-156	-12%	$243.6K	$244.0K	+$465	2026-11-05
Baron Wealth Management LLC	NEW	1,077	—	+1,077	—	—	$236.5K	—	2026-10-27
D'Orazio & Associates, Inc.	INCREASED	1,076	1,067	+9	+1%	$205.1K	$236.3K	+$31.2K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	1,072	418	+654	+156%	$80.5K	$235.5K	+$155.0K	2026-10-08
Essex Investment Management Co LLC	UNCHANGED	1,052	1,052	0	0%	$202.2K	$231.1K	+$28.8K	2026-10-19
W.H. Cornerstone Investments Inc.	INCREASED	1,048	1,046	+2	+0%	$201.2K	$230.2K	+$29.1K	2026-11-03
Kestra Advisory Services, LLC	NEW	1,030	—	+1,030	—	—	$226.3K	—	2026-11-02
Gemmer Asset Management LLC	NEW	1,023	—	+1,023	—	—	$224.7K	—	2026-10-16
Greenleaf Trust	NEW	1,015	—	+1,015	—	—	$222.9K	—	2026-10-29
Avior Wealth Management, LLC	NEW	933	—	+933	—	—	$204.9K	—	2026-10-13
DekaBank Deutsche Girozentrale	NEW	927	—	+927	—	—	$210	—	2026-10-27
Parallel Advisors, LLC	INCREASED	799	612	+187	+31%	$117.6K	$175.5K	+$57.8K	2026-11-03
Brown, Lisle Ings, Inc.	DECREASED	766	1,532	-766	-50%	$294.5K	$168.2K	-$126.3K	2026-10-16
Parkside Financial Bank & Trust	INCREASED	754	735	+19	+3%	$141.3K	$165.6K	+$24.3K	2026-10-27
Harbor Capital Advisors, Inc.	INCREASED	694	243	+451	+186%	$47.0K	$152	-$46.8K	2026-10-22
Curat Global, LLC	DECREASED	626	2,830	-2,204	-78%	$409.7K	$137.4K	-$272.3K	2026-10-26
BI Asset Management Fondsmaeglerselskab A/S	INCREASED	625	306	+319	+104%	$59.0K	$137	-$58.9K	2026-10-22
Pinnacle Wealth Planning Services, Inc.	DECREASED	607	612	-5	-1%	$117.6K	$133.3K	+$15.7K	2026-10-27
Nkcfo LLC	NEW	575	—	+575	—	—	$126	—	2026-11-04
Gilpin Wealth Management, LLC	UNCHANGED	549	549	0	0%	$105.5K	$120.6K	+$15.0K	2026-10-09
Covestor Ltd	INCREASED	485	399	+86	+22%	$77.0K	$107	-$76.9K	2026-10-30
Fortitude Family Office, LLC	INCREASED	477	41	+436	+1063%	$7.9K	$104.8K	+$96.9K	2026-10-14
Glass Jacobson Investment Advisors llc	UNCHANGED	450	450	0	0%	$86.5K	$98.8K	+$12.3K	2026-10-26
State of Wyoming	DECREASED	405	798	-393	-49%	$153.4K	$89.0K	-$64.4K	2026-10-28
Signaturefd, LLC	INCREASED	392	217	+175	+81%	$41.7K	$86.1K	+$44.4K	2026-10-23
EverSource Wealth Advisors, LLC	INCREASED	386	305	+81	+27%	$58.6K	$84.8K	+$26.1K	2026-11-04
Security National Bank	UNCHANGED	328	328	0	0%	$63.1K	$72.0K	+$9.0K	2026-10-26
IFP Advisors, Inc	DECREASED	320	363	-43	-12%	$69.8K	$70.3K	+$506	2026-10-16
Salomon & Ludwin, LLC	UNCHANGED	270	270	0	0%	$55.1K	$59.3K	+$4.2K	2026-10-29
Root Financial Partners, LLC	NEW	258	—	+258	—	—	$56.7K	—	2026-10-21
CFG Wealth Management Services, Inc.	NEW	242	—	+242	—	—	$54.6K	—	2026-10-21
USA Financial Formulas	NEW	227	—	+227	—	—	$49.9K	—	2026-10-16
Bayforest Capital Ltd	NEW	207	—	+207	—	—	$45.5K	—	2026-11-03
MV Capital Management, Inc.	UNCHANGED	165	165	0	0%	$31.7K	$36.2K	+$4.5K	2026-10-29
KFG LLC	NEW	153	—	+153	—	—	$33.6K	—	2026-11-02
Cullen T Bankers, Inc.	INCREASED	149	0	+149	—	$2	$32.7K	+$32.7K	2026-10-28
First Horizon Corp	UNCHANGED	144	144	0	0%	$27.7K	$31.6K	+$3.9K	2026-10-26
Larson Financial Group LLC	DECREASED	139	211	-72	-34%	$40.6K	$30.5K	-$10.0K	2026-11-05
Versant Capital Management, Inc	INCREASED	136	134	+2	+1%	$25.8K	$29.9K	+$4.1K	2026-10-02
Bare Financial Services, Inc	INCREASED	130	122	+8	+7%	$23.5K	$28.6K	+$5.1K	2026-11-04
WPG Advisers, LLC	INCREASED	117	111	+6	+5%	$21.3K	$25.7K	+$4.4K	2026-10-27
Valued Wealth Advisors LLC	INCREASED	115	107	+8	+7%	$20.6K	$25.3K	+$4.7K	2026-11-05
Provenance Wealth Advisors, LLC	NEW	114	—	+114	—	—	$25.0K	—	2026-10-30
MassMutual Private Wealth & Trust, FSB	UNCHANGED	108	108	0	0%	$20.8K	$23.7K	+$3.0K	2026-10-05
Eurizon Capital SGR S.p.A.	NEW	103	—	+103	—	—	$23.4K	—	2026-11-06
Clearstead Advisors, LLC	DECREASED	90	92	-2	-2%	$17.7K	$19.8K	+$2.1K	2026-11-06
JFS Wealth Advisors, LLC	UNCHANGED	59	59	0	0%	$11.3K	$13.0K	+$1.6K	2026-11-03
Jacobi Capital Management LLC	NEW	50	—	+50	—	—	$11.0K	—	2026-11-05
Pflug Koory, LLC	UNCHANGED	50	50	0	0%	$9.6K	$11.0K	+$1.4K	2026-10-26
Creative Capital Management Investments LLC	INCREASED	49	16	+33	+206%	$3.1K	$10.8K	+$7.7K	2026-10-28
Bell Investment Advisors, Inc	UNCHANGED	37	37	0	0%	$7.1K	$8.1K	+$1.0K	2026-10-29
James T. Borello RIA	UNCHANGED	36	36	0	0%	$6.9K	$7.9K	+$987	2026-10-16
Essential Partners LLC	INCREASED	35	24	+11	+46%	$4.6K	$7.7K	+$3.1K	2026-10-14
High Note Wealth, LLC	UNCHANGED	34	34	0	0%	$6.5K	$7.5K	+$932	2026-10-27
True Wealth Design, LLC	UNCHANGED	31	31	0	0%	$6.0K	$6.8K	+$849	2026-10-13
Farmers & Merchants Investments Inc	INCREASED	28	16	+12	+75%	$3.1K	$6.2K	+$3.1K	2026-10-22
Owl Creek Wealth Partners LLC	UNCHANGED	27	27	0	0%	$5.2K	$5.9K	+$740	2026-10-20
SJS Investment Consulting Inc.	INCREASED	26	12	+14	+117%	$2.3K	$5.7K	+$3.4K	2026-10-26
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	24	24	0	0%	$4.6K	$5.3K	+$658	2026-10-15
GK Wealth Management LLC	NEW	18	—	+18	—	—	$4.0K	—	2026-10-09
Rossby Financial, LCC	INCREASED	17	14	+3	+21%	$2.7K	$3.7K	+$1.0K	2026-11-05
UMB Private Wealth Management, LLC	NEW	15	—	+15	—	—	$3.3K	—	2026-10-19
William B. Walkup & Associates, Inc.	UNCHANGED	15	15	0	0%	$2.9K	$3.3K	+$412	2026-11-05
Clark Wealth Partners	NEW	14	—	+14	—	—	$3.1K	—	2026-10-19
Private Wealth Management Group, LLC	UNCHANGED	14	14	0	0%	$2.7K	$3.1K	+$383	2026-10-19
Bay Harbor Wealth Management, LLC	INCREASED	12	10	+2	+20%	$1.9K	$2.6K	+$714	2026-11-03
DiNuzzo Private Wealth, Inc.	UNCHANGED	12	12	0	0%	$2.3K	$2.6K	+$329	2026-10-16
Manchester Capital Management LLC	UNCHANGED	12	12	0	0%	$2.3K	$2.6K	+$329	2026-10-22
Rakuten Securities, Inc.	NEW	11	—	+11	—	—	$2.4K	—	2026-11-02
SBI Securities Co., Ltd.	INCREASED	10	7	+3	+43%	$1.3K	$2.2K	+$850	2026-10-22
Capital Advisors, Ltd. LLC	UNCHANGED	9	9	0	0%	$2	$2	$0	2026-10-27
Hughes Financial Services, LLC	INCREASED	6	5	+1	+20%	$961	$1.4K	+$401	2026-10-30
Valley National Advisers Inc	NEW	5	—	+5	—	—	$1.1K	—	2026-10-23
Torren Management, LLC	UNCHANGED	5	5	0	0%	$980	$1.1K	+$140	2026-10-29
Noble Wealth Management PBC	UNCHANGED	4	4	0	0%	$769	$879	+$110	2026-10-01
TD Private Client Wealth LLC	UNCHANGED	4	4	0	0%	$769	$879	+$110	2026-10-28
Align Financial, LLC	NEW	3	—	+3	—	—	$659	—	2026-10-16
DecisionPoint Financial, LLC	INCREASED	3	2	+1	+50%	$408	$677	+$269	2026-10-27
Trust Co	UNCHANGED	3	3	0	0%	$578	$660	+$82	2026-10-09
Financial Consulate, Inc	NEW	2	—	+2	—	—	$440	—	2026-10-23
Physician Wealth Advisors, Inc.	NEW	2	—	+2	—	—	$440	—	2026-10-20
Davis Capital Management	UNCHANGED	2	2	0	0%	$384	$439	+$55	2026-10-08
Activest Wealth Management	UNCHANGED	2	2	0	0%	$384	$439	+$55	2026-10-15
Maseco LLP	NEW	1	—	+1	—	—	$220	—	2026-10-27
Signature Resources Capital Management, LLC	NEW	1	—	+1	—	—	$220	—	2026-10-16
Proathlete Wealth Management LLC	NEW	1	—	+1	—	—	$219	—	2026-10-15
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$193	$220	+$27	2026-10-15
Key FInancial Inc	UNCHANGED	1	1	0	0%	$192	$220	+$28	2026-11-02
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$193	$220	+$27	2026-10-15
Abound Wealth Management	UNCHANGED	1	1	0	0%	$193	$220	+$27	2026-10-26
Fideuram Asset Management (Ireland) dac	CLOSED	0	10,384	-10,384	-100%	$1.8M	$0	-$1.8M	2026-10-29
SummerHaven Investment Management, LLC	CLOSED	0	6,847	-6,847	-100%	$1.3M	$0	-$1.3M	2026-10-19
Wedbush Securities Inc	CLOSED	0	3,168	-3,168	-100%	$609.0K	$0	-$609.0K	2026-10-22
GW Henssler & Associates LTD	CLOSED	0	2,369	-2,369	-100%	$455.4K	$0	-$455.4K	2026-10-26
Imc-Chicago, LLC	CLOSED	0	1,183	-1,183	-100%	$227.4K	$0	-$227.4K	2026-11-05
Nilsine Partners, LLC	CLOSED	0	1,138	-1,138	-100%	$218.8K	$0	-$218.8K	2026-11-02
Simplex Trading, LLC	CLOSED	0	608	-608	-100%	$116.9K	$0	-$116.9K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	150	-150	-100%	$30.6K	$0	-$30.6K	2026-11-02
MCF Advisors LLC	CLOSED	0	97	-97	-100%	$18.6K	$0	-$18.6K	2026-10-28
Solstein Capital, LLC	CLOSED	0	39	-39	-100%	$7.5K	$0	-$7.5K	2026-11-02
Kelleher Financial Advisors	CLOSED	0	19	-19	-100%	$3.7K	$0	-$3.7K	2026-10-30
Wealth Enhancement Trust Services, Inc.	CLOSED	0	7	-7	-100%	$1.3K	$0	-$1.3K	2026-10-07
Plante Moran Financial Advisors, LLC	CLOSED	0	4	-4	-100%	$769	$0	-$769	2026-11-04
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	4,957,097	-4,957,097	-100%	$952.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,995,042	-1,995,042	-100%	$383.5M	—	—	—
American Century Companies Inc	N/A	—	1,760,017	-1,760,017	-100%	$338.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,294,106	-1,294,106	-100%	$248.8M	—	—	—
State Street Corp	N/A	—	1,208,201	-1,208,201	-100%	$232.3M	—	—	—
Geode Capital Management, LLC	N/A	—	799,011	-799,011	-100%	$153.6M	—	—	—
Capital Research Global Investors	N/A	—	679,691	-679,691	-100%	$130.7M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	648,405	-648,405	-100%	$124.6M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	526,507	-526,507	-100%	$101.2M	—	—	—
FMR LLC	N/A	—	461,027	-461,027	-100%	$88.6M	—	—	—
LSV Asset Management	N/A	—	414,482	-414,482	-100%	$79.7M	—	—	—
Northern Trust Corp	N/A	—	397,619	-397,619	-100%	$76.4M	—	—	—
Morgan Stanley	N/A	—	394,689	-394,689	-100%	$75.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	380,755	-380,755	-100%	$73.2M	—	—	—
Millennium Management LLC	N/A	—	313,755	-313,755	-100%	$60.3M	—	—	—
Boston Partners	N/A	—	297,305	-297,305	-100%	$57.9M	—	—	—
Caisse de Depot ET Placement DU Quebec	N/A	—	238,234	-238,234	-100%	$45.8M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	211,935	-211,935	-100%	$40.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	199,341	-199,341	-100%	$38.3M	—	—	—
Bank of America Corp	N/A	—	198,026	-198,026	-100%	$38.1M	—	—	—
London Co of Virginia	N/A	—	188,631	-188,631	-100%	$36.3M	—	—	—
Encompass Capital Advisors LLC	N/A	—	170,724	-170,724	-100%	$32.8M	—	—	—
Victory Capital Management Inc	N/A	—	170,131	-170,131	-100%	$32.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	166,994	-166,994	-100%	$32.1M	—	—	—
Royce & Associates LP	N/A	—	160,462	-160,462	-100%	$30.8M	—	—	—
Invesco Ltd.	N/A	—	139,392	-139,392	-100%	$26.8M	—	—	—
JPMorgan Chase & Co	N/A	—	135,551	-135,551	-100%	$26.6M	—	—	—
William Blair Investment Management, LLC	N/A	—	132,082	-132,082	-100%	$25.4M	—	—	—
Bessemer Group Inc	N/A	—	131,553	-131,553	-100%	$25.3M	—	—	—
Public Sector Pension Investment Board	N/A	—	124,319	-124,319	-100%	$23.9M	—	—	—
Baird Financial Group, Inc.	N/A	—	112,722	-112,722	-100%	$21.7M	—	—	—
Citadel Advisors LLC	N/A	—	112,313	-112,313	-100%	$21.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	104,792	-104,792	-100%	$20.1M	—	—	—
Nuveen, LLC	N/A	—	104,066	-104,066	-100%	$20.0M	—	—	—
Prudential Financial Inc	N/A	—	101,975	-101,975	-100%	$19.6M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	99,374	-99,374	-100%	$19.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	98,207	-98,207	-100%	$18.9M	—	—	—
First Trust Advisors LP	N/A	—	93,307	-93,307	-100%	$17.9M	—	—	—
Norges Bank	N/A	—	91,591	-91,591	-100%	$17.6M	—	—	—
Loomis Sayles & Co L P	N/A	—	85,433	-85,433	-100%	$16.4M	—	—	—
Franklin Resources Inc	N/A	—	84,932	-84,932	-100%	$16.3M	—	—	—
Rhumbline Advisers	N/A	—	83,388	-83,388	-100%	$16.0M	—	—	—
Balyasny Asset Management L.P.	N/A	—	79,447	-79,447	-100%	$15.3M	—	—	—
Simcoe Capital Management, LLC	N/A	—	78,855	-78,855	-100%	$15.2M	—	—	—
Ameriprise Financial Inc	N/A	—	75,440	-75,440	-100%	$14.5M	—	—	—
Russell Investments Group, Ltd.	N/A	—	72,413	-72,413	-100%	$13.9M	—	—	—
UBS Group AG	N/A	—	70,298	-70,298	-100%	$13.5M	—	—	—
California Public Employees Retirement System	N/A	—	65,408	-65,408	-100%	$12.6M	—	—	—
Danske Bank A/S	N/A	—	64,249	-64,249	-100%	$12.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	63,869	-63,869	-100%	$12.3M	—	—	—
Raymond James Financial Inc	N/A	—	63,515	-63,515	-100%	$12.2M	—	—	—
Wells Fargo & Company	N/A	—	60,638	-60,638	-100%	$11.7M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	60,188	-60,188	-100%	$11.6M	—	—	—
Legal & General Group Plc	N/A	—	58,432	-58,432	-100%	$11.2M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	58,429	-58,429	-100%	$11.2M	—	—	—
Verition Fund Management LLC	N/A	—	58,130	-58,130	-100%	$11.2M	—	—	—
Algert Global LLC	N/A	—	57,554	-57,554	-100%	$11.1M	—	—	—
Cambria Investment Management, L.P.	N/A	—	53,672	-53,672	-100%	$10.3M	—	—	—
AQR Capital Management LLC	N/A	—	49,577	-49,577	-100%	$9.5M	—	—	—
J. Goldman & Co LP	N/A	—	46,710	-46,710	-100%	$9.0M	—	—	—
Pinnbrook Capital Management LP	N/A	—	45,814	-45,814	-100%	$8.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	44,169	-44,169	-100%	$8.5M	—	—	—
Schroder Investment Management Group	N/A	—	44,028	-44,028	-100%	$8.6M	—	—	—
Man Group plc	N/A	—	42,643	-42,643	-100%	$8.2M	—	—	—
Alliancebernstein L.P.	N/A	—	39,307	-39,307	-100%	$6.4M	—	—	—
Two Sigma Investments, LP	N/A	—	35,769	-35,769	-100%	$6.9M	—	—	—
Winton Group Ltd	N/A	—	35,230	-35,230	-100%	$6.8M	—	—	—
State of Wisconsin Investment Board	N/A	—	32,173	-32,173	-100%	$6.2M	—	—	—
Deutsche Bank Ag\	N/A	—	30,413	-30,413	-100%	$5.8M	—	—	—
LPL Financial LLC	N/A	—	30,119	-30,119	-100%	$5.8M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	29,923	-29,923	-100%	$5.8M	—	—	—
Natixis Advisors, LLC	N/A	—	29,212	-29,212	-100%	$5.6M	—	—	—
SEI Investments Co	N/A	—	28,515	-28,515	-100%	$5.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	27,059	-27,059	-100%	$5.2M	—	—	—
Hudson Bay Capital Management LP	N/A	—	26,960	-26,960	-100%	$5.2M	—	—	—
New Age Alpha Advisors, LLC	N/A	—	25,106	-25,106	-100%	$4.8M	—	—	—
Allianz Asset Management GmbH	N/A	—	24,835	-24,835	-100%	$4.8M	—	—	—
Jump Financial, LLC	N/A	—	24,400	-24,400	-100%	$4.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	24,190	-24,190	-100%	$4.7M	—	—	—
Empowered Funds, LLC	N/A	—	23,365	-23,365	-100%	$4.5M	—	—	—
Boothbay Fund Management, LLC	N/A	—	22,852	-22,852	-100%	$4.4M	—	—	—
HighTower Advisors, LLC	N/A	—	22,695	-22,695	-100%	$4.4M	—	—	—
Canada Life Assurance Co	N/A	—	22,665	-22,665	-100%	$4.4M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	22,664	-22,664	-100%	$4.4M	—	—	—
Hodges Capital Management Inc.	N/A	—	22,000	-22,000	-100%	$4.2M	—	—	—
Squarepoint Ops LLC	N/A	—	21,332	-21,332	-100%	$4.1M	—	—	—
Bridgewater Associates, LP	N/A	—	21,255	-21,255	-100%	$4.1M	—	—	—
Denali Advisors LLC	N/A	—	21,250	-21,250	-100%	$4.1M	—	—	—
Royal Bank of Canada	N/A	—	21,165	-21,165	-100%	$4.1M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	20,447	-20,447	-100%	$3.9M	—	—	—
Tidal Investments LLC	N/A	—	20,314	-20,314	-100%	$3.9M	—	—	—
Treasurer of the State of North Carolina	N/A	—	18,407	-18,407	-100%	$3.5M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	17,800	-17,800	-100%	$3.4M	—	—	—
MetLife Investment Management, LLC	N/A	—	17,739	-17,739	-100%	$3.4M	—	—	—
Martingale Asset Management L P	N/A	—	16,102	-16,102	-100%	$3.1M	—	—	—
Mirabella Financial Services LLP	N/A	—	15,998	-15,998	-100%	$3.1M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	15,981	-15,981	-100%	$3.1M	—	—	—
Swiss National Bank	N/A	—	15,300	-15,300	-100%	$2.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	14,895	-14,895	-100%	$2.9M	—	—	—
SG Americas Securities, LLC	N/A	—	14,762	-14,762	-100%	$2.8M	—	—	—
Intech Investment Management LLC	N/A	—	14,568	-14,568	-100%	$2.8M	—	—	—
UBS Asset Management Americas LLC	N/A	—	14,067	-14,067	-100%	$2.7M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	14,040	-14,040	-100%	$2.7M	—	—	—
Quantinno Capital Management LP	N/A	—	13,324	-13,324	-100%	$2.6M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	12,194	-12,194	-100%	$2.3M	—	—	—
Rice Partnership, LLC	N/A	—	11,560	-11,560	-100%	$2.2M	—	—	—
Advisors Preferred, LLC	N/A	—	11,031	-11,031	-100%	$2.2M	—	—	—
Credit Agricole S A	N/A	—	11,000	-11,000	-100%	$2.1M	—	—	—
New York State Common Retirement Fund	N/A	—	10,791	-10,791	-100%	$2.1M	—	—	—
Nomura Asset Management Co LTD	N/A	—	10,411	-10,411	-100%	$2.0M	—	—	—
Horizon Investments, LLC	N/A	—	10,366	-10,366	-100%	$2.0M	—	—	—
Stifel Financial Corp	N/A	—	10,276	-10,276	-100%	$2.0M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	10,247	-10,247	-100%	$2.0M	—	—	—
HSBC Holdings PLC	N/A	—	9,871	-9,871	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	9,619	-9,619	-100%	$1.8M	—	—	—
Coldstream Capital Management Inc	N/A	—	9,497	-9,497	-100%	$1.8M	—	—	—
Handelsbanken Fonder AB	N/A	—	9,200	-9,200	-100%	$1.8K	—	—	—
Mariner, LLC	N/A	—	9,004	-9,004	-100%	$1.7M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,993	-8,993	-100%	$1.7M	—	—	—
California State Teachers Retirement System	N/A	—	8,879	-8,879	-100%	$1.7M	—	—	—
Nomura Asset Management International Inc.	N/A	—	8,800	-8,800	-100%	$1.7M	—	—	—
MAI Capital Management	N/A	—	8,180	-8,180	-100%	$1.6M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	8,121	-8,121	-100%	$1.6M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	7,775	-7,775	-100%	$1.5M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	7,745	-7,745	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	7,431	-7,431	-100%	$1.4M	—	—	—
Mutual Advisors, LLC	N/A	—	7,419	-7,419	-100%	$1.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	7,305	-7,305	-100%	$1.4M	—	—	—
Evolve Private Wealth, LLC	N/A	—	6,779	-6,779	-100%	$1.3M	—	—	—
Uniplan Investment Counsel, Inc.	N/A	—	6,723	-6,723	-100%	$1.3M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	6,655	-6,655	-100%	$1.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	6,300	-6,300	-100%	$1.2M	—	—	—
Cresset Asset Management, LLC	N/A	—	6,088	-6,088	-100%	$1.2M	—	—	—
Voya Investment Management LLC	N/A	—	5,814	-5,814	-100%	$1.1M	—	—	—
Massar Capital Management, LP	N/A	—	5,788	-5,788	-100%	$1.1M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	5,100	-5,100	-100%	$980.4K	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	5,012	-5,012	-100%	$963.5K	—	—	—
Marshall Wace, LLP	N/A	—	4,906	-4,906	-100%	$943.1K	—	—	—
Benjamin Edwards Inc	N/A	—	4,852	-4,852	-100%	$932.7K	—	—	—
Stephens Inc	N/A	—	4,562	-4,562	-100%	$876.9K	—	—	—
Pathstone Holdings, LLC	N/A	—	4,483	-4,483	-100%	$861.8K	—	—	—
Bank of Montreal	N/A	—	4,407	-4,407	-100%	$847.2K	—	—	—
Hancock Whitney Corp	N/A	—	4,343	-4,343	-100%	$834.9K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	4,128	-4,128	-100%	$793.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,108	-4,108	-100%	$789.7K	—	—	—
Cetera Investment Advisers	N/A	—	3,957	-3,957	-100%	$760.8K	—	—	—
Fisher Asset Management, LLC	N/A	—	3,941	-3,941	-100%	$757.7K	—	—	—
Amundi	N/A	—	3,910	-3,910	-100%	$751.6K	—	—	—
Vident Advisory, LLC	N/A	—	3,805	-3,805	-100%	$731.5K	—	—	—
Advisors Asset Management, Inc.	N/A	—	3,787	-3,787	-100%	$728.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	3,594	-3,594	-100%	$690.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,580	-3,580	-100%	$688.2K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	3,537	-3,537	-100%	$679.9K	—	—	—
Quadrature Capital Ltd	N/A	—	3,470	-3,470	-100%	$667.0K	—	—	—
Cerity Partners LLC	N/A	—	3,413	-3,413	-100%	$656.2K	—	—	—
Jupiter Topco LLC	N/A	—	3,395	-3,395	-100%	$653.1K	—	—	—
Jane Street Group, LLC	N/A	—	3,259	-3,259	-100%	$626.5K	—	—	—
Vestcor Inc	N/A	—	3,099	-3,099	-100%	$596.0K	—	—	—
Private Advisor Group, LLC	N/A	—	3,048	-3,048	-100%	$585.9K	—	—	—
Portland Global Advisors LLC	N/A	—	2,971	-2,971	-100%	$571.1K	—	—	—
Regency Capital Management Inc.\DE	N/A	—	2,920	-2,920	-100%	$561.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,767	-2,767	-100%	$531.9K	—	—	—
Board of Trustees of The Leland Stanford Junior University	N/A	—	2,700	-2,700	-100%	$519.0K	—	—	—
Fieldview Capital Management, LLC	N/A	—	2,680	-2,680	-100%	$515.2K	—	—	—
Fairview Capital Investment Management, LLC	N/A	—	2,560	-2,560	-100%	$492.1K	—	—	—
Edgestream Partners, L.P.	N/A	—	2,362	-2,362	-100%	$454.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	2,338	-2,338	-100%	$449.4K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	2,327	-2,327	-100%	$447.3K	—	—	—
Teacher Retirement System of Texas	N/A	—	2,311	-2,311	-100%	$444.2K	—	—	—
Evelyn Partners Group Ltd	N/A	—	2,300	-2,300	-100%	$442.1K	—	—	—
Gotham Asset Management, LLC	N/A	—	2,258	-2,258	-100%	$434.1K	—	—	—
denkapparat Operations GmbH	N/A	—	2,240	-2,240	-100%	$430.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,153	-2,153	-100%	$413.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	2,076	-2,076	-100%	$399.1K	—	—	—
Neuberger Berman Group LLC	N/A	—	2,028	-2,028	-100%	$389.9K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	1,975	-1,975	-100%	$379.7K	—	—	—
Fidelis Capital Partners, LLC	N/A	—	1,931	-1,931	-100%	$371.2K	—	—	—
Fiduciary Trust Co	N/A	—	1,900	-1,900	-100%	$365.2K	—	—	—
Aigen Investment Management, LP	N/A	—	1,834	-1,834	-100%	$352.6K	—	—	—
Caprock Group, LLC	N/A	—	1,696	-1,696	-100%	$326.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	1,657	-1,657	-100%	$318.5K	—	—	—
Picton Mahoney Asset Management	N/A	—	1,655	-1,655	-100%	$318.1K	—	—	—
Dark Forest Capital Management LP	N/A	—	1,524	-1,524	-100%	$293.0K	—	—	—
Inspire Advisors, LLC	N/A	—	1,484	-1,484	-100%	$285.3K	—	—	—
Great Lakes Advisors, LLC	N/A	—	1,452	-1,452	-100%	$279.1K	—	—	—
Captrust Financial Advisors	N/A	—	1,429	-1,429	-100%	$274.7K	—	—	—
Cannell & Spears LLC	N/A	—	1,375	-1,375	-100%	$264.3K	—	—	—
Harvest Investment Services, LLC	N/A	—	1,361	-1,361	-100%	$261.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,344	-1,344	-100%	$258.4K	—	—	—
Ballentine Partners, LLC	N/A	—	1,270	-1,270	-100%	$244.2K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	1,250	-1,250	-100%	$240.0K	—	—	—
Xcelsior Advisor Partners LLC	N/A	—	1,244	-1,244	-100%	$239.1K	—	—	—
MML Investors Services, LLC	N/A	—	1,228	-1,228	-100%	$236.1K	—	—	—
Focus Partners Wealth	N/A	—	1,205	-1,205	-100%	$231.7K	—	—	—
Johnson Investment Counsel Inc	N/A	—	1,200	-1,200	-100%	$230.7K	—	—	—
Canada Pension Plan Investment Board	N/A	—	1,200	-1,200	-100%	$230.7K	—	—	—
Kavar Capital Partners Group, LLC	N/A	—	1,200	-1,200	-100%	$230.7K	—	—	—
QRG Capital Management, Inc.	N/A	—	1,125	-1,125	-100%	$216.2K	—	—	—
Acadian Asset Management LLC	N/A	—	1,117	-1,117	-100%	$214.0K	—	—	—
NewEdge Wealth, LLC	N/A	—	1,045	-1,045	-100%	$200.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	973	-973	-100%	$187.0K	—	—	—
Quantum Portfolio Management LLC	N/A	—	961	-961	-100%	$184.7K	—	—	—
Rothschild Investment LLC	N/A	—	954	-954	-100%	$183.4K	—	—	—
Whittier Trust Co	N/A	—	920	-920	-100%	$188.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	887	-887	-100%	$170.7K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	887	-887	-100%	$170.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	867	-867	-100%	$168.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	802	-802	-100%	$154.0K	—	—	—
Nykredit A/S	N/A	—	741	-741	-100%	$142.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	627	-627	-100%	$121.9K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	500	-500	-100%	$99.3K	—	—	—
Arax Advisory Partners	N/A	—	494	-494	-100%	$95.0K	—	—	—
Federated Hermes, Inc.	N/A	—	470	-470	-100%	$90.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	446	-446	-100%	$85.7K	—	—	—
Hollencrest Capital Management	N/A	—	333	-333	-100%	$64.0K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	313	-313	-100%	$60.2K	—	—	—
Meeder Asset Management Inc	N/A	—	298	-298	-100%	$57.3K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	284	-284	-100%	$54.6K	—	—	—
USA Financial Formulas	N/A	—	279	-279	-100%	$53.6K	—	—	—
Optiver Holding B.V.	N/A	—	279	-279	-100%	$53.6K	—	—	—
SouthState Bank Corp	N/A	—	249	-249	-100%	$47.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	238	-238	-100%	$45.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	228	-228	-100%	$43.8K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	209	-209	-100%	$40.2K	—	—	—
Ameriflex Group, Inc.	N/A	—	206	-206	-100%	$39.6K	—	—	—
BFC Planning, Inc.	N/A	—	200	-200	-100%	$38.4K	—	—	—
Walleye Capital LLC	N/A	—	192	-192	-100%	$36.9K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	183	-183	-100%	$35.2K	—	—	—
UMB Bank, n.a.	N/A	—	167	-167	-100%	$32.1K	—	—	—
Allworth Financial LP	N/A	—	144	-144	-100%	$27.7K	—	—	—
WealthCollab, LLC	N/A	—	117	-117	-100%	$22.5K	—	—	—
Smithfield Trust Co	N/A	—	115	-115	-100%	$22.0K	—	—	—
Tacita Capital Inc	N/A	—	113	-113	-100%	$21.7K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	100	-100	-100%	$19.2K	—	—	—
CVA Family Office, LLC	N/A	—	83	-83	-100%	$16.0K	—	—	—
LRI Investments, LLC	N/A	—	80	-80	-100%	$15.4K	—	—	—
Accent Capital Management, LLC	N/A	—	73	-73	-100%	$14.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	72	-72	-100%	$13.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	67	-67	-100%	$12.9K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	66	-66	-100%	$12.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	49	-49	-100%	$9.5K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	47	-47	-100%	$8.9K	—	—	—
Kilter Group LLC	N/A	—	34	-34	-100%	$6.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	32	-32	-100%	$5.4K	—	—	—
Pacer Advisors, Inc.	N/A	—	32	-32	-100%	$6	—	—	—
IMA Advisory Services, Inc.	N/A	—	24	-24	-100%	$4.6K	—	—	—
Huntington National Bank	N/A	—	23	-23	-100%	$4.4K	—	—	—
Sachetta, LLC	N/A	—	22	-22	-100%	$4.2K	—	—	—
JPL Wealth Management, LLC	N/A	—	15	-15	-100%	$2.9K	—	—	—
Rialto Wealth Management, LLC	N/A	—	15	-15	-100%	$2.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	13	-13	-100%	$2.5K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	12	-12	-100%	$2.3K	—	—	—
Harbour Investments, Inc.	N/A	—	10	-10	-100%	$1.9K	—	—	—
Dogwood Wealth Management LLC	N/A	—	10	-10	-100%	$1.9K	—	—	—
HFM Investment Advisors, LLC	N/A	—	9	-9	-100%	$1.7K	—	—	—
Cornerstone Financial Management LLC	N/A	—	9	-9	-100%	$1.7K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	7	-7	-100%	$1.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	7	-7	-100%	$1.3K	—	—	—
Continuum Advisory, LLC	N/A	—	7	-7	-100%	$1.3K	—	—	—
Ankerstar Wealth, LLC	N/A	—	5	-5	-100%	$961	—	—	—
Ameritas Advisory Services, LLC	N/A	—	5	-5	-100%	$961	—	—	—
Evolution Advisers, Inc.	N/A	—	2	-2	-100%	$0	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$192	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

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