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Merchants Bancorp (MBIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Elser Financial Planning, Inc
DECREASED
Shares26,797,327 from 26,808,625
Change-11,298 (0%)
Value$1.3B (-$28.4M)
Filed 2026-10-16
Dimensional Fund Advisors LP
INCREASED
Shares1,895,306 from 1,827,144
Change+68,162 (+4%)
Value$92.8M (+$1.4M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares223,518 from 234,378
Change-10,860 (-5%)
Value$10.9M (-$775.5K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares222,274 from 226,998
Change-4,724 (-2%)
Value$10.9M (-$467.4K)
Filed 2026-10-08
Ballast Asset Management, LP
DECREASED
Shares131,322 from 135,270
Change-3,948 (-3%)
Value$6.4M (-$334.0K)
Filed 2026-11-04
Wasatch Advisors LP
NEW
Shares127,174
Change+127,174
Value$6.2M
Filed 2026-10-13
Principal Financial Group Inc
DECREASED
Shares121,301 from 142,476
Change-21,175 (-15%)
Value$5.9M (-$1.2M)
Filed 2026-11-02
Sapient Capital LLC
UNCHANGED
Shares60,521 from 60,521
Change0 (0%)
Value$3.0M (-$69.6K)
Filed 2026-10-08
Citigroup Inc
INCREASED
Shares47,074 from 42,361
Change+4,713 (+11%)
Value$2.3M (+$186.7K)
Filed 2026-11-04
Formidable Asset Management, LLC
UNCHANGED
Shares33,200 from 33,200
Change0 (0%)
Value$1.7M (+$235.4K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares25,092 from 25,019
Change+73 (+0%)
Value$1.2M (-$22.4K)
Filed 2026-10-26
James Investment Research, Inc.
UNCHANGED
Shares23,770 from 23,770
Change0 (0%)
Value$1.2M (-$24.7K)
Filed 2026-10-22
Twelve Points Wealth Management LLC
DECREASED
Shares18,844 from 20,466
Change-1,622 (-8%)
Value$981.6K (-$41.7K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares16,070 from 19,305
Change-3,235 (-17%)
Value$787 (-$964.2K)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares15,900 from 14,200
Change+1,700 (+12%)
Value$778.5K (+$68.5K)
Filed 2026-10-30
Illinois Municipal Retirement Fund
INCREASED
Shares15,202 from 14,873
Change+329 (+2%)
Value$744.3K (+$640)
Filed 2026-11-05
LJI Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$734.4K (-$15.6K)
Filed 2026-10-28
Curry Webb Wealth Management LLC
UNCHANGED
Shares14,118 from 14,118
Change0 (0%)
Value$705.9K ($0)
Filed 2026-10-22
Inspire Investing, LLC
DECREASED
Shares13,021 from 13,567
Change-546 (-4%)
Value$637.5K (-$40.8K)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares10,800 from 12,900
Change-2,100 (-16%)
Value$528.8K (-$116.2K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares10,575 from 11,856
Change-1,281 (-11%)
Value$517.7K (-$75.1K)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares8,856 from 9,649
Change-793 (-8%)
Value$434 (-$481.6K)
Filed 2026-10-22
Zega Investments, LLC
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$352.5K (-$7.5K)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
INCREASED
Shares6,608 from 6,239
Change+369 (+6%)
Value$324 (-$311.7K)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares6,552 from 7,787
Change-1,235 (-16%)
Value$321 (-$388.7K)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares6,355 from 7,791
Change-1,436 (-18%)
Value$311.1K (-$78.4K)
Filed 2026-10-22
State of Alaska, Department of Revenue
DECREASED
Shares6,212 from 11,649
Change-5,437 (-47%)
Value$303 (-$581.7K)
Filed 2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares5,953 from 6,971
Change-1,018 (-15%)
Value$291.5K (-$57.1K)
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares5,820 from 5,707
Change+113 (+2%)
Value$284.9K (-$403)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
DECREASED
Shares5,700 from 6,700
Change-1,000 (-15%)
Value$279.1K (-$55.9K)
Filed 2026-10-30
Maryland State Retirement & Pension System
INCREASED
Shares5,622 from 4,335
Change+1,287 (+30%)
Value$275.3K (+$58.5K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares5,015 from 6,184
Change-1,169 (-19%)
Value$245.5K (-$63.7K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares4,956 from 4,465
Change+491 (+11%)
Value$242.6K (+$19.4K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,899 from 4,513
Change+386 (+9%)
Value$244.0K (+$27.3K)
Filed 2026-10-13
Swiss Life Asset Management Ltd
UNCHANGED
Shares4,531 from 4,531
Change0 (0%)
Value$221.8K (-$4.7K)
Filed 2026-11-03
NBH Bank
INCREASED
Shares2,269 from 2,257
Change+12 (+1%)
Value$111.1K (-$1.8K)
Filed 2026-11-05
USA Financial Formulas
NEW
Shares1,416
Change+1,416
Value$69.3K
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares723 from 428
Change+295 (+69%)
Value$35.4K (+$14.0K)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares609 from 365
Change+244 (+67%)
Value$29.8K (+$11.6K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares608 from 471
Change+137 (+29%)
Value$29.8K (+$6.2K)
Filed 2026-10-08
Versant Capital Management, Inc
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$29.1K (-$618)
Filed 2026-10-02
Nisa Investment Advisors, LLC
INCREASED
Shares395 from 386
Change+9 (+2%)
Value$19.4K (+$41)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares340 from 200
Change+140 (+70%)
Value$16.7K (+$6.7K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares326 from 300
Change+26 (+9%)
Value$16.0K (+$961)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$16 ($0)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares240 from 219
Change+21 (+10%)
Value$11.8K (+$801)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares231 from 200
Change+31 (+16%)
Value$11.3K (+$1.3K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$11.0K (-$180)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares198 from 186
Change+12 (+6%)
Value$9.7K (+$394)
Filed 2026-11-05
Owl Creek Wealth Partners LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$8.8K (-$187)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$4.1K (-$87)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares76 from 31
Change+45 (+145%)
Value$3.7K (+$2.2K)
Filed 2026-11-03
Signaturefd, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.7K (-$57)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED
Shares43 from 401
Change-358 (-89%)
Value$2.1K (-$17.9K)
Filed 2026-10-29
Torren Management, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.9K (-$40)
Filed 2026-10-29
True Wealth Design, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.8K (-$37)
Filed 2026-10-13
Ascentis Wealth Management, LLC
NEW
Shares35
Change+35
Value$1.7K
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
NEW
Shares34
Change+34
Value$1.7K
Filed 2026-10-16
Valued Wealth Advisors LLC
INCREASED
Shares33 from 16
Change+17 (+106%)
Value$1.6K (+$817)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares28
Change+28
Value$1.4K
Filed 2026-10-21
SJS Investment Consulting Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.3K (-$26)
Filed 2026-10-26
Farmers & Merchants Investments Inc
INCREASED
Shares25 from 15
Change+10 (+67%)
Value$1.2K (+$474)
Filed 2026-10-22
Essential Partners LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.2K (-$25)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$980 (-$20)
Filed 2026-10-27
Clark Wealth Partners
NEW
Shares17
Change+17
Value$835
Filed 2026-10-19
Covestor Ltd
DECREASED
Shares9 from 14
Change-5 (-36%)
Value$0 (-$1)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
DECREASED
Shares9 from 14
Change-5 (-36%)
Value$441 (-$259)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares8
Change+8
Value$392
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares8
Change+8
Value$392
Filed 2026-10-19
Financial Consulate, Inc
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$343 (+$93)
Filed 2026-10-23
Valley National Advisers Inc
NEW
Shares6
Change+6
Value$294
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$295 (-$6)
Filed 2026-11-03
Gilpin Wealth Management, LLC
DECREASED
Shares1 from 3
Change-2 (-67%)
Value$49 (-$101)
Filed 2026-10-09
Davis Capital Management
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$49 (-$51)
Filed 2026-10-08
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$49 (-$1)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 697
Change-697 (-100%)
Value$0 (-$34.9K)
Filed 2026-10-14
BlackRock, Inc.
N/A
Shares— from 4,105,193
Change-4,105,193 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,066,972
Change-1,066,972 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,044,992
Change-1,044,992 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,015,813
Change-1,015,813 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 837,052
Change-837,052 (-100%)
Value—
Doma Perpetual Capital Management LLC
N/A
Shares— from 810,082
Change-810,082 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 740,326
Change-740,326 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 527,047
Change-527,047 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 488,221
Change-488,221 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 308,775
Change-308,775 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 301,802
Change-301,802 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 298,438
Change-298,438 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 285,062
Change-285,062 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 273,747
Change-273,747 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 252,548
Change-252,548 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 240,395
Change-240,395 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 220,641
Change-220,641 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 190,624
Change-190,624 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 174,576
Change-174,576 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 121,142
Change-121,142 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 112,021
Change-112,021 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 105,673
Change-105,673 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 100,916
Change-100,916 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 100,763
Change-100,763 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 98,874
Change-98,874 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 71,239
Change-71,239 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 70,459
Change-70,459 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 66,756
Change-66,756 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 64,985
Change-64,985 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 64,385
Change-64,385 (-100%)
Value—
UBS Group AG
N/A
Shares— from 61,772
Change-61,772 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 58,134
Change-58,134 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 54,722
Change-54,722 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 54,235
Change-54,235 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 50,975
Change-50,975 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 50,163
Change-50,163 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 41,500
Change-41,500 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 40,280
Change-40,280 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,503
Change-38,503 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 34,621
Change-34,621 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 33,978
Change-33,978 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 33,798
Change-33,798 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 29,615
Change-29,615 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 29,329
Change-29,329 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 28,425
Change-28,425 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 27,618
Change-27,618 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 26,915
Change-26,915 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 25,670
Change-25,670 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 25,501
Change-25,501 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 24,990
Change-24,990 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 23,993
Change-23,993 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 22,867
Change-22,867 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 21,957
Change-21,957 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 19,018
Change-19,018 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,799
Change-17,799 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 17,050
Change-17,050 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 16,359
Change-16,359 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,174
Change-16,174 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 14,747
Change-14,747 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 14,708
Change-14,708 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 13,646
Change-13,646 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 12,532
Change-12,532 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,658
Change-11,658 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 11,137
Change-11,137 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 10,125
Change-10,125 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 10,097
Change-10,097 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 9,991
Change-9,991 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
Barclays PLC
N/A
Shares— from 8,629
Change-8,629 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 7,319
Change-7,319 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 7,076
Change-7,076 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,994
Change-5,994 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 5,641
Change-5,641 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 988
Change-988 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 474
Change-474 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 375
Change-375 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 227
Change-227 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 225
Change-225 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 220
Change-220 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 160
Change-160 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 151
Change-151 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 144
Change-144 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Quarry LP
N/A
Shares— from 7
Change-7 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Elser Financial Planning, Inc
DECREASED26,797,32726,808,625-11,2980%$1.3B$1.3B-$28.4M2026-10-16
Dimensional Fund Advisors LP
INCREASED1,895,3061,827,144+68,162+4%$91.4M$92.8M+$1.4M2026-11-04
Bank of New York Mellon Corp
DECREASED223,518234,378-10,860-5%$11.7M$10.9M-$775.5K2026-11-05
Valeo Financial Advisors, LLC
DECREASED222,274226,998-4,724-2%$11.3M$10.9M-$467.4K2026-10-08
Ballast Asset Management, LP
DECREASED131,322135,270-3,948-3%$6.8M$6.4M-$334.0K2026-11-04
Wasatch Advisors LP
NEW127,174—+127,174——$6.2M—2026-10-13
Principal Financial Group Inc
DECREASED121,301142,476-21,175-15%$7.1M$5.9M-$1.2M2026-11-02
Sapient Capital LLC
UNCHANGED60,52160,52100%$3.0M$3.0M-$69.6K2026-10-08
Citigroup Inc
INCREASED47,07442,361+4,713+11%$2.1M$2.3M+$186.7K2026-11-04
Formidable Asset Management, LLC
UNCHANGED33,20033,20000%$1.4M$1.7M+$235.4K2026-11-03
Verdence Capital Advisors LLC
INCREASED25,09225,019+73+0%$1.3M$1.2M-$22.4K2026-10-26
James Investment Research, Inc.
UNCHANGED23,77023,77000%$1.2M$1.2M-$24.7K2026-10-22
Twelve Points Wealth Management LLC
DECREASED18,84420,466-1,622-8%$1.0M$981.6K-$41.7K2026-11-03
Thrivent Financial for Lutherans
DECREASED16,07019,305-3,235-17%$965.0K$787-$964.2K2026-11-05
Strs Ohio
INCREASED15,90014,200+1,700+12%$710.0K$778.5K+$68.5K2026-10-30
Illinois Municipal Retirement Fund
INCREASED15,20214,873+329+2%$743.7K$744.3K+$6402026-11-05
LJI Wealth Management, LLC
UNCHANGED15,00015,00000%$750.0K$734.4K-$15.6K2026-10-28
Curry Webb Wealth Management LLC
UNCHANGED14,11814,11800%$705.9K$705.9K$02026-10-22
Inspire Investing, LLC
DECREASED13,02113,567-546-4%$678.4K$637.5K-$40.8K2026-10-22
Louisiana State Employees Retirement System
DECREASED10,80012,900-2,100-16%$645.0K$528.8K-$116.2K2026-10-20
Commonwealth Equity Services, LLC
DECREASED10,57511,856-1,281-11%$592.8K$517.7K-$75.1K2026-11-02
New York State Teachers Retirement System
DECREASED8,8569,649-793-8%$482.0K$434-$481.6K2026-10-22
Zega Investments, LLC
UNCHANGED7,2007,20000%$360.0K$352.5K-$7.5K2026-11-04
Harbor Capital Advisors, Inc.
INCREASED6,6086,239+369+6%$312.0K$324-$311.7K2026-10-22
Amalgamated Bank
DECREASED6,5527,787-1,235-16%$389.0K$321-$388.7K2026-10-23
Yousif Capital Management, LLC
DECREASED6,3557,791-1,436-18%$389.6K$311.1K-$78.4K2026-10-22
State of Alaska, Department of Revenue
DECREASED6,21211,649-5,437-47%$582.0K$303-$581.7K2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED5,9536,971-1,018-15%$348.6K$291.5K-$57.1K2026-11-03
Arizona State Retirement System
INCREASED5,8205,707+113+2%$285.4K$284.9K-$4032026-11-03
Oregon Public Employees Retirement Fund
DECREASED5,7006,700-1,000-15%$335.0K$279.1K-$55.9K2026-10-30
Maryland State Retirement & Pension System
INCREASED5,6224,335+1,287+30%$216.8K$275.3K+$58.5K2026-11-05
Fifth Third Bancorp
DECREASED5,0156,184-1,169-19%$309.2K$245.5K-$63.7K2026-11-05
Creative Planning
INCREASED4,9564,465+491+11%$223.3K$242.6K+$19.4K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED4,8994,513+386+9%$216.7K$244.0K+$27.3K2026-10-13
Swiss Life Asset Management Ltd
UNCHANGED4,5314,53100%$226.6K$221.8K-$4.7K2026-11-03
NBH Bank
INCREASED2,2692,257+12+1%$112.9K$111.1K-$1.8K2026-11-05
USA Financial Formulas
NEW1,416—+1,416——$69.3K—2026-10-16
Simplex Trading, LLC
INCREASED723428+295+69%$21.4K$35.4K+$14.0K2026-11-04
Sterling Capital Management LLC
INCREASED609365+244+67%$18.3K$29.8K+$11.6K2026-10-22
Gamma Investing LLC
INCREASED608471+137+29%$23.6K$29.8K+$6.2K2026-10-08
Versant Capital Management, Inc
UNCHANGED59459400%$29.7K$29.1K-$6182026-10-02
Nisa Investment Advisors, LLC
INCREASED395386+9+2%$19.3K$19.4K+$412026-10-20
Farther Finance Advisors, LLC
INCREASED340200+140+70%$10.0K$16.7K+$6.7K2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED326300+26+9%$15.0K$16.0K+$9612026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED31831800%$16$16$02026-10-27
EverSource Wealth Advisors, LLC
INCREASED240219+21+10%$11.0K$11.8K+$8012026-11-04
Larson Financial Group LLC
INCREASED231200+31+16%$10.0K$11.3K+$1.3K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED22522500%$11.2K$11.0K-$1802026-10-29
US Bancorp \de\
INCREASED198186+12+6%$9.3K$9.7K+$3942026-11-05
Owl Creek Wealth Partners LLC
UNCHANGED18018000%$9.0K$8.8K-$1872026-10-20
IFP Advisors, Inc
UNCHANGED848400%$4.2K$4.1K-$872026-10-16
Parallel Advisors, LLC
INCREASED7631+45+145%$1.6K$3.7K+$2.2K2026-11-03
Signaturefd, LLC
UNCHANGED555500%$2.8K$2.7K-$572026-10-23
Caitong International Asset Management Co., Ltd
DECREASED43401-358-89%$20.1K$2.1K-$17.9K2026-10-29
Torren Management, LLC
UNCHANGED383800%$1.9K$1.9K-$402026-10-29
True Wealth Design, LLC
UNCHANGED363600%$1.8K$1.8K-$372026-10-13
Ascentis Wealth Management, LLC
NEW35—+35——$1.7K—2026-11-03
Pension & Wealth Management Advisors, Inc.
NEW34—+34——$1.7K—2026-10-16
Valued Wealth Advisors LLC
INCREASED3316+17+106%$802$1.6K+$8172026-11-05
Root Financial Partners, LLC
NEW28—+28——$1.4K—2026-10-21
SJS Investment Consulting Inc.
UNCHANGED262600%$1.3K$1.3K-$262026-10-26
Farmers & Merchants Investments Inc
INCREASED2515+10+67%$750$1.2K+$4742026-10-22
Essential Partners LLC
UNCHANGED242400%$1.2K$1.2K-$252026-10-14
Parkside Financial Bank & Trust
UNCHANGED202000%$1.0K$980-$202026-10-27
Clark Wealth Partners
NEW17—+17——$835—2026-10-19
Covestor Ltd
DECREASED914-5-36%$1$0-$12026-10-30
Silver Grove Financial Group, Inc.
DECREASED914-5-36%$700$441-$2592026-11-05
Assetmark, Inc
NEW8—+8——$392—2026-10-21
UMB Private Wealth Management, LLC
NEW8—+8——$392—2026-10-19
Financial Consulate, Inc
INCREASED75+2+40%$250$343+$932026-10-23
Valley National Advisers Inc
NEW6—+6——$294—2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED6600%$301$295-$62026-11-03
Gilpin Wealth Management, LLC
DECREASED13-2-67%$150$49-$1012026-10-09
Davis Capital Management
DECREASED12-1-50%$100$49-$512026-10-08
SBI Securities Co., Ltd.
UNCHANGED1100%$50$49-$12026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0697-697-100%$34.9K$0-$34.9K2026-10-14
BlackRock, Inc.
N/A—4,105,193-4,105,193-100%$205.3M———
State Street Corp
N/A—1,066,972-1,066,972-100%$53.5M———
Nomura Asset Management International Inc.
N/A—1,044,992-1,044,992-100%$52.3M———
Vanguard Capital Management LLC
N/A—1,015,813-1,015,813-100%$50.8M———
American Century Companies Inc
N/A—837,052-837,052-100%$41.9M———
Doma Perpetual Capital Management LLC
N/A—810,082-810,082-100%$40.5M———
Geode Capital Management, LLC
N/A—740,326-740,326-100%$37.0M———
Royce & Associates LP
N/A—527,047-527,047-100%$26.4M———
Vanguard Portfolio Management LLC
N/A—488,221-488,221-100%$24.4M———
Morgan Stanley
N/A—308,775-308,775-100%$15.4M———
Northern Trust Corp
N/A—301,802-301,802-100%$15.1M———
Hotchkis & Wiley Capital Management LLC
N/A—298,438-298,438-100%$14.9M———
Banc Funds Co LLC
N/A—285,062-285,062-100%$14.3M———
Basswood Capital Management, L.L.C.
N/A—273,747-273,747-100%$13.7M———
Charles Schwab Investment Management Inc
N/A—252,548-252,548-100%$12.6M———
Invesco Ltd.
N/A—240,395-240,395-100%$12.0M———
Royal Bank of Canada
N/A—220,641-220,641-100%$11.0M———
Vanguard Fiduciary Trust Co
N/A—190,624-190,624-100%$9.5M———
Denali Advisors LLC
N/A—174,576-174,576-100%$8.7M———
Bank of America Corp
N/A—121,142-121,142-100%$6.1M———
Russell Investments Group, Ltd.
N/A—112,021-112,021-100%$5.6M———
Deutsche Bank Ag\
N/A—105,673-105,673-100%$5.3M———
First Trust Advisors LP
N/A—100,916-100,916-100%$5.0M———
Public Sector Pension Investment Board
N/A—100,763-100,763-100%$5.0M———
Franklin Resources Inc
N/A—98,874-98,874-100%$4.9M———
Goldman Sachs Group Inc
N/A—71,239-71,239-100%$3.6M———
Ameriprise Financial Inc
N/A—70,459-70,459-100%$3.5M———
Rhumbline Advisers
N/A—66,756-66,756-100%$3.3M———
XTX Topco Ltd
N/A—64,985-64,985-100%$3.2M———
Legal & General Group Plc
N/A—64,385-64,385-100%$3.2M———
UBS Group AG
N/A—61,772-61,772-100%$3.1M———
New York State Common Retirement Fund
N/A—58,134-58,134-100%$2.9M———
SEI Investments Co
N/A—54,722-54,722-100%$2.7M———
State Board of Administration of Florida Retirement System
N/A—54,235-54,235-100%$2.7M———
Nuveen, LLC
N/A—50,975-50,975-100%$2.5M———
Quantinno Capital Management LP
N/A—50,163-50,163-100%$2.5M———
Swiss National Bank
N/A—41,500-41,500-100%$2.1M———
AQR Capital Management LLC
N/A—40,280-40,280-100%$2.0M———
Raymond James Financial Inc
N/A—38,503-38,503-100%$1.9M———
Two Sigma Investments, LP
N/A—34,621-34,621-100%$1.7M———
LPL Financial LLC
N/A—33,978-33,978-100%$1.7M———
Price T Rowe Associates Inc
N/A—33,798-33,798-100%$1.7M———
Prudential Financial Inc
N/A—29,615-29,615-100%$1.5M———
UBS Asset Management Americas LLC
N/A—29,329-29,329-100%$1.5M———
Pacific Ridge Capital Partners, LLC
N/A—28,425-28,425-100%$1.4M———
Alliancebernstein L.P.
N/A—27,618-27,618-100%$1.2M———
Picton Mahoney Asset Management
N/A—26,915-26,915-100%$1.3M———
ExodusPoint Capital Management, LP
N/A—25,670-25,670-100%$1.3M———
Millennium Management LLC
N/A—25,501-25,501-100%$1.3M———
Federated Hermes, Inc.
N/A—24,990-24,990-100%$1.2M———
California State Teachers Retirement System
N/A—23,993-23,993-100%$1.2M———
Canada Life Assurance Co
N/A—22,867-22,867-100%$1.1M———
Wells Fargo & Company
N/A—21,957-21,957-100%$1.1M———
Capstone Investment Advisors, LLC
N/A—19,018-19,018-100%$950.9K———
JPMorgan Chase & Co
N/A—17,799-17,799-100%$945.8K———
Vanguard Global Advisers, LLC
N/A—17,050-17,050-100%$852.5K———
D. E. Shaw & Co., Inc.
N/A—16,359-16,359-100%$818.0K———
Stifel Financial Corp
N/A—16,174-16,174-100%$808.7K———
Vanguard Asset Management, Ltd
N/A—14,747-14,747-100%$737.4K———
MetLife Investment Management, LLC
N/A—14,708-14,708-100%$735.4K———
BNP Paribas Financial Markets
N/A—13,646-13,646-100%$682.3K———
Acadian Asset Management LLC
N/A—12,532-12,532-100%$626.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,658-11,658-100%$582.9K———
Oxford Financial Group, Ltd. LLC
N/A—11,137-11,137-100%$556.9K———
Aldebaran Capital, LLC
N/A—10,125-10,125-100%$506.3K———
Bcgm Wealth Management, LLC
N/A—10,097-10,097-100%$504.9K———
PNC Financial Services Group, Inc.
N/A—9,991-9,991-100%$499.6K———
Manufacturers Life Insurance Company, the
N/A—8,720-8,720-100%$436.0K———
Barclays PLC
N/A—8,629-8,629-100%$431.5K———
SG Americas Securities, LLC
N/A—8,007-8,007-100%$400.0K———
Cetera Investment Advisers
N/A—7,628-7,628-100%$381.4K———
Meeder Advisory Services, Inc.
N/A—7,500-7,500-100%$375.0K———
Impact Partnership Wealth, LLC
N/A—7,319-7,319-100%$366.0K———
Teachers Retirement System of the State of Kentucky
N/A—7,300-7,300-100%$365.0K———
Police & Firemen's Retirement System of New Jersey
N/A—7,177-7,177-100%$358.9K———
Jupiter Topco LLC
N/A—7,076-7,076-100%$353.6K———
Vident Advisory, LLC
N/A—5,994-5,994-100%$299.7K———
State of Tennessee, Department of Treasury
N/A—5,963-5,963-100%$298.2K———
Vanguard Investments Australia, Ltd.
N/A—5,641-5,641-100%$282.1K———
Intech Investment Management LLC
N/A—5,601-5,601-100%$280.1K———
Jump Financial, LLC
N/A—5,500-5,500-100%$275.0K———
Peloton Wealth Strategists
N/A—5,333-5,333-100%$267.0K———
Voya Investment Management LLC
N/A—5,043-5,043-100%$252.2K———
Gamco Investors, Inc. ET AL
N/A—5,000-5,000-100%$250.0K———
Mercer Global Advisors Inc
N/A—4,956-4,956-100%$247.8K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—4,755-4,755-100%$237.8K———
O'shaughnessy Asset Management, LLC
N/A—4,701-4,701-100%$235.1K———
Wellington Grp LLC
N/A—4,687-4,687-100%$234.4K———
Fairfield, Bush & Co.
N/A—4,650-4,650-100%$232.5K———
FMR LLC
N/A—4,632-4,632-100%$231.6K———
Bank of Montreal
N/A—4,495-4,495-100%$224.8K———
KLP Kapitalforvaltning AS
N/A—4,450-4,450-100%$222.9K———
Cerity Partners LLC
N/A—4,253-4,253-100%$212.7K———
Graham Capital Management, L.P.
N/A—4,110-4,110-100%$205.5K———
Osaic Holdings, Inc.
N/A—2,858-2,858-100%$142.9K———
Ameritas Investment Partners, Inc.
N/A—2,167-2,167-100%$108.4K———
USA Financial Formulas
N/A—1,878-1,878-100%$93.9K———
Tower Research Capital LLC (TRC)
N/A—1,590-1,590-100%$79.5K———
Rockefeller Capital Management L.P.
N/A—1,456-1,456-100%$72.8K———
Arax Advisory Partners
N/A—988-988-100%$49.4K———
Hantz Financial Services, Inc.
N/A—474-474-100%$24———
Nykredit A/S
N/A—375-375-100%$18.8K———
Public Employees Retirement System of Ohio
N/A—227-227-100%$11.4K———
Jones Financial Companies Lllp
N/A—225-225-100%$11.3K———
Bessemer Group Inc
N/A—220-220-100%$11.0K———
Allworth Financial LP
N/A—160-160-100%$8.0K———
Optiver Holding B.V.
N/A—151-151-100%$7.6K———
Aster Capital Management (Difc) Ltd
N/A—144-144-100%$7.2K———
Steward Partners Investment Advisory, LLC
N/A—108-108-100%$5.4K———
LOS Angeles Capital Management LLC
N/A—103-103-100%$5.2K———
Northwestern Mutual Wealth Management Co
N/A—100-100-100%$5.0K———
Rothschild Investment LLC
N/A—83-83-100%$4.2K———
JPL Wealth Management, LLC
N/A—54-54-100%$2.7K———
Keating Financial Advisory Services, Inc.
N/A—37-37-100%$1.9K———
UMB Bank, n.a.
N/A—24-24-100%$1.2K———
Ameritas Advisory Services, LLC
N/A—19-19-100%$950———
Quarry LP
N/A—7-7-100%$350———
Harbour Investments, Inc.
N/A—3-3-100%$150———
Clearstead Advisors, LLC
N/A—3-3-100%$150———
NewEdge Advisors, LLC
N/A—2-2-100%$101———
Evolution Advisers, Inc.
N/A—2-2-100%$0———
Showing 197 of 197 institutions