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Mercantile Bank Corp (MBWM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,055,599 from 1,046,841
Change+8,758 (+1%)
Value$61.6M (+$1.5M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares464,088 from 466,410
Change-2,322 (0%)
Value$27.1M (+$284.5K)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares261,717 from 280,786
Change-19,069 (-7%)
Value$15.3K (-$16.1M)
Filed 2026-11-06
Tributary Capital Management, LLC
DECREASED
Shares209,170 from 218,146
Change-8,976 (-4%)
Value$12.2M (-$327.1K)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares97,525 from 98,102
Change-577 (-1%)
Value$5.7M (+$54.7K)
Filed 2026-11-05
jvl associates llc
UNCHANGED
Shares67,194 from 67,194
Change0 (0%)
Value$3.9M (+$60.5K)
Filed 2026-10-09
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED
Shares45,000 from 45,000
Change0 (0%)
Value$2.6M (+$40.5K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares43,357 from 39,195
Change+4,162 (+11%)
Value$2.5M (+$278.0K)
Filed 2026-11-02
LaFleur & Godfrey LLC
DECREASED
Shares29,302 from 30,595
Change-1,293 (-4%)
Value$1.7M (-$47.9K)
Filed 2026-10-27
Abundance Wealth Counselors
UNCHANGED
Shares28,011 from 28,011
Change0 (0%)
Value$1.6M (+$25.2K)
Filed 2026-10-26
Barclays PLC
INCREASED
Shares22,185 from 21,943
Change+242 (+1%)
Value$1.3M (+$33.9K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED
Shares21,761 from 21,761
Change0 (0%)
Value$1.3M (+$19.6K)
Filed 2026-11-05
Discipline Wealth Solutions, LLC
UNCHANGED
Shares19,826 from 19,826
Change0 (0%)
Value$1.2M (+$17.8K)
Filed 2026-10-14
Wedge Capital Management L L P
INCREASED
Shares16,919 from 16,159
Change+760 (+5%)
Value$986.7K (+$58.9K)
Filed 2026-10-13
Deutsche Bank Ag\
DECREASED
Shares16,284 from 17,934
Change-1,650 (-9%)
Value$949.7K (-$80.1K)
Filed 2026-11-06
Chicago Trust Co NA
UNCHANGED
Shares15,591 from 15,591
Change0 (0%)
Value$909.3K (+$14.0K)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares14,511 from 14,334
Change+177 (+1%)
Value$846.3K (+$23.2K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares14,224 from 13,219
Change+1,005 (+8%)
Value$829.5K (+$70.5K)
Filed 2026-10-13
LVM Capital Management LTD
UNCHANGED
Shares13,877 from 13,877
Change0 (0%)
Value$809.3K (+$808.5K)
Filed 2026-10-20
Endeavour Capital Advisors Inc
NEW
Shares13,477
Change+13,477
Value$786.0K
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares12,389 from 17,597
Change-5,208 (-30%)
Value$722.5K (-$287.9K)
Filed 2026-11-04
Daytona Street Capital LLC
INCREASED
Shares11,860 from 11,856
Change+4 (+0%)
Value$702.6K (+$28.8K)
Filed 2026-10-15
Shakespeare Wealth Management, LLC
UNCHANGED
Shares11,574 from 11,574
Change0 (0%)
Value$675.0K (+$10.4K)
Filed 2026-10-28
Counterpoint Mutual Funds LLC
NEW
Shares11,541
Change+11,541
Value$673.1K
Filed 2026-10-16
Inspire Investing, LLC
DECREASED
Shares10,913 from 11,867
Change-954 (-8%)
Value$636.4K (-$45.0K)
Filed 2026-10-22
Alps Advisors Inc
DECREASED
Shares9,464 from 10,016
Change-552 (-6%)
Value$551.9K (-$23.2K)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares9,400 from 14,400
Change-5,000 (-35%)
Value$548.2K (-$278.6K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares8,986 from 8,631
Change+355 (+4%)
Value$524.1K (+$28.5K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares8,960 from 8,893
Change+67 (+1%)
Value$522.5K (+$11.9K)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares8,922 from 17,601
Change-8,679 (-49%)
Value$520.3K (-$490.3K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares7,943 from 8,029
Change-86 (-1%)
Value$463.2K (+$2.2K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,959 from 6,769
Change+190 (+3%)
Value$405.0K (+$19.0K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares6,886 from 7,053
Change-167 (-2%)
Value$401.6K (-$3.3K)
Filed 2026-10-08
Blue Water Asset Management
INCREASED
Shares5,899 from 5,865
Change+34 (+1%)
Value$344.0K (+$7.3K)
Filed 2026-11-04
Evergreen Capital Management LLC
UNCHANGED
Shares5,816 from 5,816
Change0 (0%)
Value$339.2K (+$5.2K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
INCREASED
Shares5,726 from 5,254
Change+472 (+9%)
Value$334 (-$301.7K)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares5,409 from 5,421
Change-12 (0%)
Value$315.5K (+$4.2K)
Filed 2026-10-22
Greenleaf Trust
INCREASED
Shares5,233 from 5,029
Change+204 (+4%)
Value$305.2K (+$16.4K)
Filed 2026-10-29
Norris Perne & French LLP
NEW
Shares4,891
Change+4,891
Value$285.2K
Filed 2026-10-23
626 Financial, LLC
UNCHANGED
Shares4,701 from 4,701
Change0 (0%)
Value$274.2K (+$4.2K)
Filed 2026-11-04
Ethic Inc.
NEW
Shares4,648
Change+4,648
Value$271.1K
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares4,621 from 4,528
Change+93 (+2%)
Value$269.5K (+$9.5K)
Filed 2026-11-03
Abacus Wealth Partners, LLC
NEW
Shares4,176
Change+4,176
Value$243.5K
Filed 2026-11-03
Old Mission Investment Co LLC
UNCHANGED
Shares3,984 from 3,984
Change0 (0%)
Value$232.3K (+$3.6K)
Filed 2026-10-22
Swiss Life Asset Management Ltd
UNCHANGED
Shares3,742 from 3,742
Change0 (0%)
Value$218.2K (+$3.4K)
Filed 2026-11-03
Well Done, LLC
UNCHANGED
Shares3,728 from 3,728
Change0 (0%)
Value$217.4K (+$3.4K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,473 from 3,648
Change-175 (-5%)
Value$203 (-$208.8K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares2,516 from 3,214
Change-698 (-22%)
Value$146.7K (-$37.8K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares1,865 from 2,298
Change-433 (-19%)
Value$108.8K (-$23.2K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares1,537 from 1,631
Change-94 (-6%)
Value$89.6K (-$4.0K)
Filed 2026-11-06
Heritage Family Offices, LLP
NEW
Shares878
Change+878
Value$51.2K
Filed 2026-11-02
First Horizon Corp
INCREASED
Shares752 from 541
Change+211 (+39%)
Value$43.9K (+$12.8K)
Filed 2026-10-26
State of Alaska, Department of Revenue
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$37 ($0)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares418 from 446
Change-28 (-6%)
Value$24.4K (-$1.2K)
Filed 2026-10-16
Trust Co of Toledo NA
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$23.5K (+$363)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$20.9K (+$323)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.5K (+$270)
Filed 2026-10-02
Center for Financial Planning, Inc.
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$16.5K (+$254)
Filed 2026-10-26
UMB Bank, n.a.
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$14.8K (+$228)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares249 from 25
Change+224 (+896%)
Value$14.5K (+$13.1K)
Filed 2026-10-14
Private Trust Co NA
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$14.4K (+$222)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares234 from 211
Change+23 (+11%)
Value$13.6K (+$1.5K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares219 from 208
Change+11 (+5%)
Value$12.6K (+$631)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares198 from 197
Change+1 (+1%)
Value$11.6K (+$252)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares133 from 120
Change+13 (+11%)
Value$7.8K (+$867)
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares114 from 115
Change-1 (-1%)
Value$6.6K (+$45)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares110 from 100
Change+10 (+10%)
Value$6.4K (+$673)
Filed 2026-10-23
True Wealth Design, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$4.8K (+$74)
Filed 2026-10-13
Mather Group, Llc.
NEW
Shares72
Change+72
Value$4.2K
Filed 2026-10-14
Clark Wealth Partners
NEW
Shares55
Change+55
Value$3.2K
Filed 2026-10-19
GK Wealth Management LLC
NEW
Shares53
Change+53
Value$3.1K
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares49
Change+49
Value$2.9K
Filed 2026-10-21
Physician Wealth Advisors, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.0K (+$30)
Filed 2026-10-20
Bare Financial Services, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.2K (+$18)
Filed 2026-11-04
Larson Financial Group LLC
NEW
Shares15
Change+15
Value$875
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$700 (+$11)
Filed 2026-10-05
CoreCap Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$642 (+$10)
Filed 2026-10-08
Clearstead Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$584 (+$9)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$234 (+$61)
Filed 2026-10-26
Covestor Ltd
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$59 (+$1)
Filed 2026-10-26
Thrivent Financial for Lutherans
CLOSED
Shares0 from 11,419
Change-11,419 (-100%)
Value$0 (-$655.0K)
Filed 2026-11-05
Associated Banc-Corp
CLOSED
Shares0 from 6,891
Change-6,891 (-100%)
Value$0 (-$395.7K)
Filed 2026-10-30
DekaBank Deutsche Girozentrale
CLOSED
Shares0 from 5,407
Change-5,407 (-100%)
Value$0 (-$270)
Filed 2026-10-27
Simplex Trading, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$459)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 1,534,392
Change-1,534,392 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,087,998
Change-1,087,998 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 735,613
Change-735,613 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 625,015
Change-625,015 (-100%)
Value—
State Street Corp
N/A
Shares— from 598,641
Change-598,641 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 446,613
Change-446,613 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 377,427
Change-377,427 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 290,093
Change-290,093 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 240,668
Change-240,668 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 213,740
Change-213,740 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 192,503
Change-192,503 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 144,188
Change-144,188 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 140,097
Change-140,097 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 137,726
Change-137,726 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 131,160
Change-131,160 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 127,923
Change-127,923 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 123,030
Change-123,030 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 112,722
Change-112,722 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 101,031
Change-101,031 (-100%)
Value—
Rhino Investment Partners, Inc
N/A
Shares— from 93,925
Change-93,925 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 93,094
Change-93,094 (-100%)
Value—
Siena Capital Partners GP, LLC
N/A
Shares— from 83,966
Change-83,966 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 75,649
Change-75,649 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 64,904
Change-64,904 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 62,019
Change-62,019 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 55,462
Change-55,462 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 55,186
Change-55,186 (-100%)
Value—
Elizabeth Park Capital Advisors, Ltd.
N/A
Shares— from 50,971
Change-50,971 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 48,934
Change-48,934 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 48,392
Change-48,392 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 47,323
Change-47,323 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 40,984
Change-40,984 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 40,972
Change-40,972 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 40,940
Change-40,940 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 39,563
Change-39,563 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 32,900
Change-32,900 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 30,969
Change-30,969 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 26,654
Change-26,654 (-100%)
Value—
UBS Group AG
N/A
Shares— from 26,490
Change-26,490 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,270
Change-25,270 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 24,134
Change-24,134 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 24,033
Change-24,033 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 23,693
Change-23,693 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 23,119
Change-23,119 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 22,731
Change-22,731 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 22,442
Change-22,442 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 21,561
Change-21,561 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 21,405
Change-21,405 (-100%)
Value—
Man Group plc
N/A
Shares— from 19,924
Change-19,924 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,632
Change-19,632 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 19,450
Change-19,450 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 19,007
Change-19,007 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 18,005
Change-18,005 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 17,704
Change-17,704 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,475
Change-17,475 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,384
Change-17,384 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 16,925
Change-16,925 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 15,923
Change-15,923 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 15,145
Change-15,145 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 14,139
Change-14,139 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 12,939
Change-12,939 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 12,752
Change-12,752 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 12,724
Change-12,724 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 12,332
Change-12,332 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,276
Change-12,276 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 11,722
Change-11,722 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 11,634
Change-11,634 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 11,136
Change-11,136 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,971
Change-10,971 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 10,612
Change-10,612 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,611
Change-10,611 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,152
Change-10,152 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,142
Change-10,142 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 10,098
Change-10,098 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,959
Change-9,959 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,668
Change-9,668 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 9,598
Change-9,598 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,668
Change-8,668 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 8,207
Change-8,207 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,927
Change-7,927 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,719
Change-7,719 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,273
Change-7,273 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,332
Change-6,332 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 722
Change-722 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 160
Change-160 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 112
Change-112 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 62
Change-62 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,055,5991,046,841+8,758+1%$60.1M$61.6M+$1.5M2026-11-04
Geode Capital Management, LLC
DECREASED464,088466,410-2,3220%$26.8M$27.1M+$284.5K2026-11-06
LSV Asset Management
DECREASED261,717280,786-19,069-7%$16.1M$15.3K-$16.1M2026-11-06
Tributary Capital Management, LLC
DECREASED209,170218,146-8,976-4%$12.5M$12.2M-$327.1K2026-10-28
Bank of New York Mellon Corp
DECREASED97,52598,102-577-1%$5.6M$5.7M+$54.7K2026-11-05
jvl associates llc
UNCHANGED67,19467,19400%$3.9M$3.9M+$60.5K2026-10-09
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED45,00045,00000%$2.6M$2.6M+$40.5K2026-10-27
Creative Planning
INCREASED43,35739,195+4,162+11%$2.3M$2.5M+$278.0K2026-11-02
LaFleur & Godfrey LLC
DECREASED29,30230,595-1,293-4%$1.8M$1.7M-$47.9K2026-10-27
Abundance Wealth Counselors
UNCHANGED28,01128,01100%$1.6M$1.6M+$25.2K2026-10-26
Barclays PLC
INCREASED22,18521,943+242+1%$1.3M$1.3M+$33.9K2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED21,76121,76100%$1.2M$1.3M+$19.6K2026-11-05
Discipline Wealth Solutions, LLC
UNCHANGED19,82619,82600%$1.1M$1.2M+$17.8K2026-10-14
Wedge Capital Management L L P
INCREASED16,91916,159+760+5%$927.9K$986.7K+$58.9K2026-10-13
Deutsche Bank Ag\
DECREASED16,28417,934-1,650-9%$1.0M$949.7K-$80.1K2026-11-06
Chicago Trust Co NA
UNCHANGED15,59115,59100%$895.2K$909.3K+$14.0K2026-10-28
LPL Financial LLC
INCREASED14,51114,334+177+1%$823.1K$846.3K+$23.2K2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED14,22413,219+1,005+8%$759.0K$829.5K+$70.5K2026-10-13
LVM Capital Management LTD
UNCHANGED13,87713,87700%$797$809.3K+$808.5K2026-10-20
Endeavour Capital Advisors Inc
NEW13,477—+13,477——$786.0K—2026-11-06
Citigroup Inc
DECREASED12,38917,597-5,208-30%$1.0M$722.5K-$287.9K2026-11-04
Daytona Street Capital LLC
INCREASED11,86011,856+4+0%$673.8K$702.6K+$28.8K2026-10-15
Shakespeare Wealth Management, LLC
UNCHANGED11,57411,57400%$664.6K$675.0K+$10.4K2026-10-28
Counterpoint Mutual Funds LLC
NEW11,541—+11,541——$673.1K—2026-10-16
Inspire Investing, LLC
DECREASED10,91311,867-954-8%$681.4K$636.4K-$45.0K2026-10-22
Alps Advisors Inc
DECREASED9,46410,016-552-6%$575.1K$551.9K-$23.2K2026-11-03
Strs Ohio
DECREASED9,40014,400-5,000-35%$826.8K$548.2K-$278.6K2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED8,9868,631+355+4%$495.6K$524.1K+$28.5K2026-11-04
Russell Investments Group, Ltd.
INCREASED8,9608,893+67+1%$510.6K$522.5K+$11.9K2026-11-06
Bailard, Inc.
DECREASED8,92217,601-8,679-49%$1.0M$520.3K-$490.3K2026-10-13
Fifth Third Bancorp
DECREASED7,9438,029-86-1%$461.0K$463.2K+$2.2K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED6,9596,769+190+3%$386.0K$405.0K+$19.0K2026-10-13
Farther Finance Advisors, LLC
DECREASED6,8867,053-167-2%$404.9K$401.6K-$3.3K2026-10-08
Blue Water Asset Management
INCREASED5,8995,865+34+1%$336.7K$344.0K+$7.3K2026-11-04
Evergreen Capital Management LLC
UNCHANGED5,8165,81600%$334.0K$339.2K+$5.2K2026-10-23
Harbor Capital Advisors, Inc.
INCREASED5,7265,254+472+9%$302.0K$334-$301.7K2026-10-22
Sterling Capital Management LLC
DECREASED5,4095,421-120%$311.3K$315.5K+$4.2K2026-10-22
Greenleaf Trust
INCREASED5,2335,029+204+4%$288.8K$305.2K+$16.4K2026-10-29
Norris Perne & French LLP
NEW4,891—+4,891——$285.2K—2026-10-23
626 Financial, LLC
UNCHANGED4,7014,70100%$269.9K$274.2K+$4.2K2026-11-04
Ethic Inc.
NEW4,648—+4,648——$271.1K—2026-11-03
Arizona State Retirement System
INCREASED4,6214,528+93+2%$260.0K$269.5K+$9.5K2026-11-03
Abacus Wealth Partners, LLC
NEW4,176—+4,176——$243.5K—2026-11-03
Old Mission Investment Co LLC
UNCHANGED3,9843,98400%$228.8K$232.3K+$3.6K2026-10-22
Swiss Life Asset Management Ltd
UNCHANGED3,7423,74200%$214.9K$218.2K+$3.4K2026-11-03
Well Done, LLC
UNCHANGED3,7283,72800%$214.1K$217.4K+$3.4K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED3,4733,648-175-5%$209.0K$203-$208.8K2026-11-02
US Bancorp \de\
DECREASED2,5163,214-698-22%$184.5K$146.7K-$37.8K2026-11-05
Nisa Investment Advisors, LLC
DECREASED1,8652,298-433-19%$132.0K$108.8K-$23.2K2026-10-20
PNC Financial Services Group, Inc.
DECREASED1,5371,631-94-6%$93.7K$89.6K-$4.0K2026-11-06
Heritage Family Offices, LLP
NEW878—+878——$51.2K—2026-11-02
First Horizon Corp
INCREASED752541+211+39%$31.1K$43.9K+$12.8K2026-10-26
State of Alaska, Department of Revenue
UNCHANGED65165100%$37$37$02026-10-15
IFP Advisors, Inc
DECREASED418446-28-6%$25.6K$24.4K-$1.2K2026-10-16
Trust Co of Toledo NA
UNCHANGED40340300%$23.1K$23.5K+$3632026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED35835800%$20.6K$20.9K+$3232026-11-04
Versant Capital Management, Inc
UNCHANGED30030000%$17.2K$17.5K+$2702026-10-02
Center for Financial Planning, Inc.
UNCHANGED28328300%$16.3K$16.5K+$2542026-10-26
UMB Bank, n.a.
UNCHANGED25325300%$14.5K$14.8K+$2282026-11-06
Fortitude Family Office, LLC
INCREASED24925+224+896%$1.4K$14.5K+$13.1K2026-10-14
Private Trust Co NA
UNCHANGED24724700%$14.2K$14.4K+$2222026-10-20
Gamma Investing LLC
INCREASED234211+23+11%$12.1K$13.6K+$1.5K2026-10-08
Allworth Financial LP
INCREASED219208+11+5%$11.9K$12.6K+$6312026-11-06
Blue Trust, Inc.
INCREASED198197+1+1%$11.3K$11.6K+$2522026-10-15
Parallel Advisors, LLC
INCREASED133120+13+11%$6.9K$7.8K+$8672026-11-03
Essential Partners LLC
DECREASED114115-1-1%$6.6K$6.6K+$452026-10-14
Signaturefd, LLC
INCREASED110100+10+10%$5.7K$6.4K+$6732026-10-23
True Wealth Design, LLC
UNCHANGED828200%$4.7K$4.8K+$742026-10-13
Mather Group, Llc.
NEW72—+72——$4.2K—2026-10-14
Clark Wealth Partners
NEW55—+55——$3.2K—2026-10-19
GK Wealth Management LLC
NEW53—+53——$3.1K—2026-10-09
Root Financial Partners, LLC
NEW49—+49——$2.9K—2026-10-21
Physician Wealth Advisors, Inc.
UNCHANGED343400%$2.0K$2.0K+$302026-10-20
Bare Financial Services, Inc
UNCHANGED202000%$1.1K$1.2K+$182026-11-04
Larson Financial Group LLC
NEW15—+15——$875—2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED121200%$689$700+$112026-10-05
CoreCap Advisors, LLC
UNCHANGED111100%$632$642+$102026-10-08
Clearstead Advisors, LLC
UNCHANGED101000%$575$584+$92026-11-06
SJS Investment Consulting Inc.
INCREASED43+1+33%$173$234+$612026-10-26
Covestor Ltd
UNCHANGED2200%$0$0$02026-10-30
TFC Financial Management, Inc.
UNCHANGED1100%$58$59+$12026-10-26
Thrivent Financial for Lutherans
CLOSED011,419-11,419-100%$655.0K$0-$655.0K2026-11-05
Associated Banc-Corp
CLOSED06,891-6,891-100%$395.7K$0-$395.7K2026-10-30
DekaBank Deutsche Girozentrale
CLOSED05,407-5,407-100%$270$0-$2702026-10-27
Simplex Trading, LLC
CLOSED08-8-100%$459$0-$4592026-11-04
BlackRock, Inc.
N/A—1,534,392-1,534,392-100%$88.1M———
Wellington Management Group LLP
N/A—1,087,998-1,087,998-100%$62.5M———
Vanguard Capital Management LLC
N/A—735,613-735,613-100%$42.2M———
American Century Companies Inc
N/A—625,015-625,015-100%$35.9M———
State Street Corp
N/A—598,641-598,641-100%$34.4M———
Renaissance Technologies LLC
N/A—446,613-446,613-100%$25.6M———
North Star Asset Management Inc
N/A—377,427-377,427-100%$21.7M———
Vanguard Portfolio Management LLC
N/A—290,093-290,093-100%$16.7M———
Northern Trust Corp
N/A—240,668-240,668-100%$13.8M———
Two Sigma Investments, LP
N/A—213,740-213,740-100%$12.3M———
Hotchkis & Wiley Capital Management LLC
N/A—192,503-192,503-100%$11.1M———
Charles Schwab Investment Management Inc
N/A—144,188-144,188-100%$8.3M———
JPMorgan Chase & Co
N/A—140,097-140,097-100%$8.0M———
AQR Capital Management LLC
N/A—137,726-137,726-100%$7.9M———
Banc Funds Co LLC
N/A—131,160-131,160-100%$7.5M———
Mercer Global Advisors Inc
N/A—127,923-127,923-100%$7.3M———
Morgan Stanley
N/A—123,030-123,030-100%$7.1M———
Vanguard Fiduciary Trust Co
N/A—112,722-112,722-100%$6.5M———
Goldman Sachs Group Inc
N/A—101,031-101,031-100%$5.8M———
Rhino Investment Partners, Inc
N/A—93,925-93,925-100%$5.4M———
Citadel Advisors LLC
N/A—93,094-93,094-100%$5.3M———
Siena Capital Partners GP, LLC
N/A—83,966-83,966-100%$4.8M———
De Lisle Partners LLP
N/A—75,649-75,649-100%$4.3M———
Arrowstreet Capital, Limited Partnership
N/A—64,904-64,904-100%$3.7M———
Envestnet Asset Management Inc
N/A—62,019-62,019-100%$3.6M———
Maltese Capital Management LLC
N/A—60,000-60,000-100%$3.4M———
Franklin Resources Inc
N/A—55,462-55,462-100%$3.2M———
Ameriprise Financial Inc
N/A—55,186-55,186-100%$3.2M———
Elizabeth Park Capital Advisors, Ltd.
N/A—50,971-50,971-100%$2.9M———
HRT Financial LP
N/A—48,934-48,934-100%$2.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—48,392-48,392-100%$2.8M———
Raymond James Financial Inc
N/A—47,323-47,323-100%$2.7M———
Wells Fargo & Company
N/A—40,984-40,984-100%$2.4M———
Bridgeway Capital Management, LLC
N/A—40,972-40,972-100%$2.4M———
Quantinno Capital Management LP
N/A—40,940-40,940-100%$2.4M———
Nuveen, LLC
N/A—39,563-39,563-100%$2.3M———
Swiss National Bank
N/A—32,900-32,900-100%$1.9M———
Empowered Funds, LLC
N/A—30,969-30,969-100%$1.8M———
Curi Capital, LLC
N/A—26,654-26,654-100%$1.5M———
UBS Group AG
N/A—26,490-26,490-100%$1.5M———
Osaic Holdings, Inc.
N/A—25,270-25,270-100%$1.5M———
UBS Asset Management Americas LLC
N/A—24,134-24,134-100%$1.4M———
Bank of America Corp
N/A—24,033-24,033-100%$1.4M———
Invesco Ltd.
N/A—23,693-23,693-100%$1.4M———
XTX Topco Ltd
N/A—23,119-23,119-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—22,731-22,731-100%$1.3M———
Credit Agricole S A
N/A—22,442-22,442-100%$1.3M———
Alliancebernstein L.P.
N/A—21,561-21,561-100%$1.1M———
Rhumbline Advisers
N/A—21,405-21,405-100%$1.2M———
Man Group plc
N/A—19,924-19,924-100%$1.1M———
Cerity Partners LLC
N/A—19,632-19,632-100%$1.1M———
Victory Capital Management Inc
N/A—19,450-19,450-100%$1.1M———
California State Teachers Retirement System
N/A—19,007-19,007-100%$1.1M———
Federated Hermes, Inc.
N/A—18,005-18,005-100%$1.0M———
IEQ Capital, LLC
N/A—17,704-17,704-100%$1.0M———
Baird Financial Group, Inc.
N/A—17,475-17,475-100%$1.0M———
Pathstone Holdings, LLC
N/A—17,384-17,384-100%$998.2K———
Round Hill Asset Management
N/A—16,925-16,925-100%$971.8K———
Fiduciary Financial Advisors
N/A—15,923-15,923-100%$914.3K———
Atom Investors LP
N/A—15,145-15,145-100%$869.6K———
Price T Rowe Associates Inc
N/A—14,139-14,139-100%$812.0K———
State of Wisconsin Investment Board
N/A—12,939-12,939-100%$743.0K———
Legal & General Group Plc
N/A—12,752-12,752-100%$732.2K———
Vanguard Asset Management, Ltd
N/A—12,724-12,724-100%$730.6K———
Allianz Asset Management GmbH
N/A—12,332-12,332-100%$708.1K———
Blair William & Co
N/A—12,276-12,276-100%$704.9K———
Canada Pension Plan Investment Board
N/A—11,900-11,900-100%$683.3K———
Jacobs Levy Equity Management, Inc
N/A—11,722-11,722-100%$673.1K———
Point72 Asset Management, L.P.
N/A—11,634-11,634-100%$668.0K———
Strategies Wealth Advisors, LLC
N/A—11,136-11,136-100%$639.4K———
Jones Financial Companies Lllp
N/A—10,971-10,971-100%$626.3K———
Bluebird Wealth Management LLC
N/A—10,612-10,612-100%$609.3K———
Royal Bank of Canada
N/A—10,611-10,611-100%$609.0K———
Janney Montgomery Scott LLC
N/A—10,152-10,152-100%$583.0K———
Natixis Advisors, LLC
N/A—10,142-10,142-100%$582.0K———
Susquehanna Fundamental Investments, LLC
N/A—10,098-10,098-100%$579.8K———
BNP Paribas Financial Markets
N/A—9,959-9,959-100%$571.8K———
MetLife Investment Management, LLC
N/A—9,668-9,668-100%$555.1K———
Rafferty Asset Management, LLC
N/A—9,598-9,598-100%$551.1K———
Azimuth Capital Investment Management LLC
N/A—9,189-9,189-100%$527.6K———
Stifel Financial Corp
N/A—9,156-9,156-100%$525.7K———
Modern Wealth Management, LLC
N/A—8,668-8,668-100%$497.7K———
Regal Investment Advisors LLC
N/A—8,561-8,561-100%$491.6K———
SEI Investments Co
N/A—8,207-8,207-100%$471.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,927-7,927-100%$455.2K———
Sequoia Financial Advisors, LLC
N/A—7,719-7,719-100%$443.2K———
First National Bank of Omaha
N/A—7,273-7,273-100%$417.6K———
Trexquant Investment LP
N/A—6,950-6,950-100%$399.1K———
Jupiter Topco LLC
N/A—6,739-6,739-100%$387.2K———
Teacher Retirement System of Texas
N/A—6,560-6,560-100%$376.7K———
HighTower Advisors, LLC
N/A—6,426-6,426-100%$369.0K———
New York State Common Retirement Fund
N/A—6,332-6,332-100%$363.6K———
Vanguard Global Advisers, LLC
N/A—6,262-6,262-100%$359.6K———
First Trust Advisors LP
N/A—6,205-6,205-100%$356.3K———
SG Americas Securities, LLC
N/A—6,083-6,083-100%$349.0K———
Susquehanna Portfolio Strategies, LLC
N/A—5,590-5,590-100%$321.0K———
Police & Firemen's Retirement System of New Jersey
N/A—5,340-5,340-100%$306.6K———
Harbour Investments, Inc.
N/A—4,821-4,821-100%$276.8K———
D. E. Shaw & Co., Inc.
N/A—4,756-4,756-100%$273.1K———
Manufacturers Life Insurance Company, the
N/A—4,496-4,496-100%$258.2K———
Quantbot Technologies LP
N/A—4,487-4,487-100%$257.6K———
State Board of Administration of Florida Retirement System
N/A—4,400-4,400-100%$252.6K———
JMN Financial LLC
N/A—4,077-4,077-100%$234.1K———
Huntington National Bank
N/A—3,997-3,997-100%$229.5K———
Ruggaard & Associates LLC
N/A—3,970-3,970-100%$228.0K———
Voya Investment Management LLC
N/A—3,867-3,867-100%$222.0K———
MML Investors Services, LLC
N/A—3,804-3,804-100%$218.4K———
Mariner, LLC
N/A—3,768-3,768-100%$216.3K———
Intech Investment Management LLC
N/A—3,698-3,698-100%$212.3K———
Aigen Investment Management, LP
N/A—3,673-3,673-100%$210.9K———
Arax Advisory Partners
N/A—3,488-3,488-100%$200.3K———
Voleon Capital Management LP
N/A—3,485-3,485-100%$200.1K———
KLP Kapitalforvaltning AS
N/A—3,300-3,300-100%$189.5K———
Vanguard Investments Australia, Ltd.
N/A—3,188-3,188-100%$183.1K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—3,107-3,107-100%$178.4K———
Public Employees Retirement System of Ohio
N/A—3,104-3,104-100%$178.2K———
Canada Life Assurance Co
N/A—3,006-3,006-100%$172.0K———
FMR LLC
N/A—2,746-2,746-100%$157.7K———
Tower Research Capital LLC (TRC)
N/A—1,668-1,668-100%$95.8K———
Ameritas Investment Partners, Inc.
N/A—1,562-1,562-100%$89.7K———
BNP Paribas Asset Management Holding S.A.
N/A—722-722-100%$41.5K———
Burnham & Co LLC
N/A—500-500-100%$28.7K———
Rockefeller Capital Management L.P.
N/A—160-160-100%$9.2K———
LOS Angeles Capital Management LLC
N/A—128-128-100%$7.3K———
Optiver Holding B.V.
N/A—112-112-100%$6.4K———
Aster Capital Management (Difc) Ltd
N/A—62-62-100%$3.6K———
NewEdge Advisors, LLC
N/A—62-62-100%$3.6K———
Rothschild Investment LLC
N/A—43-43-100%$2.5K———
Global Retirement Partners, LLC
N/A—33-33-100%$1.9K———
Kilter Group LLC
N/A—24-24-100%$1.4K———
Smartleaf Asset Management LLC
N/A—5-5-100%$286———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$57———
Showing 217 of 217 institutions