Merit Medical Systems Inc (MMSI)

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

INCREASED

Shares1,655,196 from 1,458,823

Change+196,373 (+13%)

Value$142.7M (+$41.6M)

Filed 2026-11-04

Conestoga Capital Advisors, LLC

DECREASED

Shares1,510,239 from 1,979,790

Change-469,551 (-24%)

Value$130.2M (-$7.1M)

Filed 2026-11-02

Congress Asset Management Co

INCREASED

Shares1,260,675 from 1,184,337

Change+76,338 (+6%)

Value$108.7M (+$26.6M)

Filed 2026-10-06

Boston Trust Walden Corp

INCREASED

Shares531,396 from 472,856

Change+58,540 (+12%)

Value$45.8M (+$13.0M)

Filed 2026-10-30

Principal Financial Group Inc

INCREASED

Shares413,877 from 350,627

Change+63,250 (+18%)

Value$35.7M (+$11.4M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares406,247 from 410,578

Change-4,331 (-1%)

Value$35.0M (+$6.6M)

Filed 2026-11-05

Fort Washington Investment Advisors Inc

DECREASED

Shares369,895 from 476,148

Change-106,253 (-22%)

Value$31.9M (-$1.1M)

Filed 2026-10-15

Fifth Third Bancorp

DECREASED

Shares280,095 from 296,465

Change-16,370 (-6%)

Value$24.2M (+$3.6M)

Filed 2026-11-05

Creative Planning

INCREASED

Shares210,870 from 146,939

Change+63,931 (+44%)

Value$18.2M (+$8.0M)

Filed 2026-11-02

Pembroke Management, LTD

NEW

Shares155,105

Change+155,105

Value$13.4M

Filed 2026-10-21

Eulav Asset Management

INCREASED

Shares138,013 from 138,000

Change+13 (+0%)

Value$11.9M (+$2.3M)

Filed 2026-10-23

King Luther Capital Management Corp

INCREASED

Shares86,053 from 83,198

Change+2,855 (+3%)

Value$7.4M (+$1.7M)

Filed 2026-11-05

Wilmington Savings Fund Society, FSB

DECREASED

Shares84,202 from 85,282

Change-1,080 (-1%)

Value$7.3M (+$1.3M)

Filed 2026-10-23

Seizert Capital Partners, LLC

DECREASED

Shares77,386 from 79,476

Change-2,090 (-3%)

Value$6.7M (+$1.2M)

Filed 2026-10-30

New York State Teachers Retirement System

DECREASED

Shares74,646 from 78,446

Change-3,800 (-5%)

Value$6.4K (-$5.4M)

Filed 2026-10-22

Assenagon Asset Management S.A.

DECREASED

Shares67,135 from 135,381

Change-68,246 (-50%)

Value$5.8M (-$3.6M)

Filed 2026-10-15

Fideuram Asset Management (Ireland) dac

NEW

Shares53,325

Change+53,325

Value$4.6M

Filed 2026-10-29

Thrivent Financial for Lutherans

DECREASED

Shares46,995 from 48,530

Change-1,535 (-3%)

Value$4.1K (-$3.4M)

Filed 2026-11-05

Mountain Pacific Investment Advisers LLC

INCREASED

Shares38,048 from 20,149

Change+17,899 (+89%)

Value$3.3M (+$1.9M)

Filed 2026-10-29

Illinois Municipal Retirement Fund

INCREASED

Shares31,791 from 29,464

Change+2,327 (+8%)

Value$2.7M (+$698.3K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares28,238 from 1,022,497

Change-994,259 (-97%)

Value$2.4M (-$68.5M)

Filed 2026-11-04

Riverwater Partners LLC

UNCHANGED

Shares26,292 from 26,292

Change0 (0%)

Value$2.3M (+$444.1K)

Filed 2026-11-03

Louisiana State Employees Retirement System

DECREASED

Shares25,400 from 26,100

Change-700 (-3%)

Value$2.2M (+$380.5K)

Filed 2026-10-20

Gradient Investments LLC

DECREASED

Shares23,059 from 23,890

Change-831 (-3%)

Value$2.0M (+$331.9K)

Filed 2026-10-08

Truist Financial Corp

INCREASED

Shares21,401 from 19,854

Change+1,547 (+8%)

Value$1.8M (+$468.7K)

Filed 2026-10-30

State of New Jersey Common Pension Fund D

DECREASED

Shares21,042 from 26,725

Change-5,683 (-21%)

Value$1.8M (-$38.7K)

Filed 2026-11-05

Vise Technologies, Inc.

INCREASED

Shares19,134 from 16,567

Change+2,567 (+15%)

Value$1.6M (+$501.2K)

Filed 2026-10-29

Atria Investments, Inc

INCREASED

Shares18,457 from 13,796

Change+4,661 (+34%)

Value$1.6M (+$634.9K)

Filed 2026-10-15

Yousif Capital Management, LLC

INCREASED

Shares17,931 from 16,220

Change+1,711 (+11%)

Value$1.5M (+$421.5K)

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares16,802 from 16,459

Change+343 (+2%)

Value$1.4M (+$307.6K)

Filed 2026-11-03

Evergreen Capital Management LLC

DECREASED

Shares16,231 from 16,353

Change-122 (-1%)

Value$1.4M (+$265.7K)

Filed 2026-10-23

Wakefield Asset Management Lllp

NEW

Shares15,852

Change+15,852

Value$1.4M

Filed 2026-11-05

Virginia Retirement Systems ET Al

INCREASED

Shares15,500 from 9,700

Change+5,800 (+60%)

Value$1.3M (+$664.0K)

Filed 2026-10-28

Amalgamated Bank

DECREASED

Shares15,483 from 16,026

Change-543 (-3%)

Value$1.3K (-$1.1M)

Filed 2026-10-23

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares14,068 from 14,146

Change-78 (-1%)

Value$1.2M (+$232.2K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares13,973 from 13,496

Change+477 (+4%)

Value$1.2M (+$200.1K)

Filed 2026-10-13

Gibbs Wealth Management

INCREASED

Shares13,926 from 12,781

Change+1,145 (+9%)

Value$1.2M (+$314.6K)

Filed 2026-10-22

Oregon Public Employees Retirement Fund

DECREASED

Shares13,416 from 13,516

Change-100 (-1%)

Value$1.2M (+$219.7K)

Filed 2026-10-30

Fideuram - Intesa Sanpaolo Private Banking S.P.A.

DECREASED

Shares13,352 from 21,549

Change-8,197 (-38%)

Value$1.2M (-$342.9K)

Filed 2026-10-22

Maryland State Retirement & Pension System

INCREASED

Shares13,270 from 8,708

Change+4,562 (+52%)

Value$1.1M (+$540.5K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares12,630 from 19,646

Change-7,016 (-36%)

Value$1.1K (-$1.4M)

Filed 2026-10-15

Park Avenue Securities LLC

INCREASED

Shares11,009 from 10,234

Change+775 (+8%)

Value$949 (-$709.1K)

Filed 2026-10-26

Smith Group Asset Management, LLC

INCREASED

Shares9,224 from 6,492

Change+2,732 (+42%)

Value$795.4K (+$345.2K)

Filed 2026-10-27

Pictet Asset Management Holding SA

DECREASED

Shares8,605 from 9,710

Change-1,105 (-11%)

Value$742.0K (+$68.7K)

Filed 2026-11-03

Guidance Capital, Inc

INCREASED

Shares8,541 from 8,503

Change+38 (+0%)

Value$720.1K (+$77.7K)

Filed 2026-11-03

Portside Wealth Group, LLC

INCREASED

Shares8,506 from 8,079

Change+427 (+5%)

Value$733.5K (+$173.3K)

Filed 2026-10-20

Winnacle Wealth LLC

DECREASED

Shares8,447 from 9,388

Change-941 (-10%)

Value$728.3K (+$77.4K)

Filed 2026-10-15

ProShare Advisors LLC

DECREASED

Shares8,202 from 8,533

Change-331 (-4%)

Value$707.3K (+$115.6K)

Filed 2026-10-29

DekaBank Deutsche Girozentrale

INCREASED

Shares8,018 from 592

Change+7,426 (+1254%)

Value$701 (+$661)

Filed 2026-10-27

Karras Company, Inc.

DECREASED

Shares7,450 from 7,950

Change-500 (-6%)

Value$642.4K (+$91.2K)

Filed 2026-10-16

Abel Hall, LLC

INCREASED

Shares7,357 from 7,260

Change+97 (+1%)

Value$634.4K (+$131.0K)

Filed 2026-10-19

Ascentis Independent Advisors

NEW

Shares7,140

Change+7,140

Value$615.6K

Filed 2026-11-03

Y-Intercept (Hong Kong) Ltd

NEW

Shares7,053

Change+7,053

Value$608.2K

Filed 2026-10-16

Mutual of America Capital Management LLC

DECREASED

Shares6,814 from 6,832

Change-18 (0%)

Value$587.6K (+$113.8K)

Filed 2026-10-23

Strs Ohio

INCREASED

Shares6,600 from 2,600

Change+4,000 (+154%)

Value$569.1K (+$388.8K)

Filed 2026-10-30

Quadrant Capital Group LLC

INCREASED

Shares6,547 from 6,487

Change+60 (+1%)

Value$577.1K (+$127.2K)

Filed 2026-10-20

Swiss Life Asset Management Ltd

DECREASED

Shares6,459 from 6,687

Change-228 (-3%)

Value$557.0K (+$93.3K)

Filed 2026-11-03

Jackson Creek Investment Advisors LLC

NEW

Shares6,202

Change+6,202

Value$535

Filed 2026-11-04

Elevation Point Wealth Partners, LLC

INCREASED

Shares6,134 from 5,425

Change+709 (+13%)

Value$528.9K (+$152.7K)

Filed 2026-11-05

Lido Advisors, LLC

INCREASED

Shares6,101 from 5,101

Change+1,000 (+20%)

Value$526.1K (+$172.4K)

Filed 2026-11-04

Xponance LLC

DECREASED

Shares5,792 from 6,061

Change-269 (-4%)

Value$499.4K (+$79.2K)

Filed 2026-11-03

Praxis Investment Management Inc

UNCHANGED

Shares5,690 from 5,690

Change0 (0%)

Value$491 (-$394.5K)

Filed 2026-11-03

CWC Advisors, Llc.

INCREASED

Shares5,553 from 5,484

Change+69 (+1%)

Value$478.8K (+$98.6K)

Filed 2026-10-15

Ethic Inc.

INCREASED

Shares4,843 from 4,662

Change+181 (+4%)

Value$417.6K (+$94.3K)

Filed 2026-11-03

Imc-Chicago, LLC

NEW

Shares4,640

Change+4,640

Value$400.1K

Filed 2026-11-05

Sowell Financial Services LLC

INCREASED

Shares4,609 from 4,430

Change+179 (+4%)

Value$397.4K (+$90.3K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

DECREASED

Shares4,555 from 4,617

Change-62 (-1%)

Value$392.8K (+$72.6K)

Filed 2026-10-20

Exchange Traded Concepts, LLC

INCREASED

Shares4,536 from 1,297

Change+3,239 (+250%)

Value$391.1K (+$301.2K)

Filed 2026-10-28

Crossmark Global Holdings, Inc.

DECREASED

Shares4,489 from 4,593

Change-104 (-2%)

Value$387.1K (+$68.6K)

Filed 2026-10-21

Brucke Financial, Inc.

INCREASED

Shares4,475 from 4,228

Change+247 (+6%)

Value$385.9K (+$92.7K)

Filed 2026-10-23

Brighton Jones LLC

INCREASED

Shares4,346 from 3,957

Change+389 (+10%)

Value$374.8K (+$100.4K)

Filed 2026-11-03

Old National Bancorp

INCREASED

Shares4,311 from 4,245

Change+66 (+2%)

Value$371.7K (+$77.4K)

Filed 2026-10-20

Kestra Advisory Services, LLC

NEW

Shares3,934

Change+3,934

Value$339.2K

Filed 2026-11-02

Hohimer Wealth Management, LLC

INCREASED

Shares3,870 from 3,739

Change+131 (+4%)

Value$333.7K (+$74.4K)

Filed 2026-11-04

Norden Group LLC

DECREASED

Shares3,596 from 3,765

Change-169 (-4%)

Value$310.1K (+$49.0K)

Filed 2026-10-20

Bryn Mawr Trust Advisors, LLC

INCREASED

Shares3,554 from 3,445

Change+109 (+3%)

Value$306.5K (+$67.6K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares3,550 from 3,250

Change+300 (+9%)

Value$306.1K (+$80.8K)

Filed 2026-10-08

HB Wealth Management, LLC

NEW

Shares3,542

Change+3,542

Value$305.4K

Filed 2026-10-23

TD Private Client Wealth LLC

INCREASED

Shares3,286 from 2,508

Change+778 (+31%)

Value$283.4K (+$109.4K)

Filed 2026-10-28

Angeles Wealth Management, LLC

DECREASED

Shares3,258 from 3,295

Change-37 (-1%)

Value$280.9K (+$52.5K)

Filed 2026-10-26

CIBC Asset Management Inc

DECREASED

Shares3,215 from 3,276

Change-61 (-2%)

Value$277.2K (+$50.1K)

Filed 2026-11-05

Wedbush Securities Inc

DECREASED

Shares3,167 from 4,200

Change-1,033 (-25%)

Value$273 (-$290.7K)

Filed 2026-10-22

ZWJ Investment Counsel Inc

UNCHANGED

Shares3,108 from 3,108

Change0 (0%)

Value$268.0K (+$52.5K)

Filed 2026-10-15

Choreo, LLC

NEW

Shares3,006

Change+3,006

Value$259.2K

Filed 2026-10-28

Epiq Partners, LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$258.7K (+$50.7K)

Filed 2026-10-07

Guardian Asset Advisors, LLC

UNCHANGED

Shares2,914 from 2,914

Change0 (0%)

Value$251.3K (+$49.2K)

Filed 2026-10-16

Balboa Wealth Partners

NEW

Shares2,881

Change+2,881

Value$248.4K

Filed 2026-10-20

111 Capital

NEW

Shares2,779

Change+2,779

Value$239.6K

Filed 2026-11-03

Profund Advisors LLC

DECREASED

Shares2,741 from 3,150

Change-409 (-13%)

Value$236.4K (+$17.9K)

Filed 2026-10-29

Blue Trust, Inc.

INCREASED

Shares2,605 from 1,973

Change+632 (+32%)

Value$224.6K (+$87.8K)

Filed 2026-10-15

MeadowBrook Investment Advisors LLC

DECREASED

Shares2,510 from 2,680

Change-170 (-6%)

Value$235.8K (+$50.0K)

Filed 2026-10-29

Central Pacific Bank - Trust Division

DECREASED

Shares2,487 from 3,107

Change-620 (-20%)

Value$214.5K (-$985)

Filed 2026-10-06

Signaturefd, LLC

INCREASED

Shares2,465 from 2,212

Change+253 (+11%)

Value$212.6K (+$59.2K)

Filed 2026-10-23

B.O.S.S. Retirement Advisors, LLC

NEW

Shares2,439

Change+2,439

Value$210.3K

Filed 2026-10-26

US Bancorp \de\

DECREASED

Shares2,421 from 2,511

Change-90 (-4%)

Value$208.8K (+$34.6K)

Filed 2026-11-05

Fifth Third Wealth Advisors LLC

NEW

Shares2,394

Change+2,394

Value$206.4K

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares2,392 from 1,833

Change+559 (+31%)

Value$206.3K (+$79.2K)

Filed 2026-11-04

Moody National Bank Trust Division

NEW

Shares2,359

Change+2,359

Value$203.4K

Filed 2026-10-06

Hilltop National Bank

DECREASED

Shares2,301 from 2,702

Change-401 (-15%)

Value$198.4K (+$11.1K)

Filed 2026-10-14

Chicago Partners Investment Group LLC

NEW

Shares2,280

Change+2,280

Value$212.7K

Filed 2026-10-27

KBC Group NV

UNCHANGED

Shares1,668 from 1,668

Change0 (0%)

Value$144 (-$115.9K)

Filed 2026-10-22

Assetmark, Inc

INCREASED

Shares1,528 from 555

Change+973 (+175%)

Value$131.8K (+$93.3K)

Filed 2026-10-21

Heritage Family Offices, LLP

NEW

Shares1,284

Change+1,284

Value$110.7K

Filed 2026-11-02

Sterling Capital Management LLC

DECREASED

Shares1,246 from 15,141

Change-13,895 (-92%)

Value$107.4K (-$942.4K)

Filed 2026-10-22

Parkside Financial Bank & Trust

INCREASED

Shares1,010 from 233

Change+777 (+333%)

Value$87.1K (+$70.9K)

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares890 from 618

Change+272 (+44%)

Value$76.7K (+$33.8K)

Filed 2026-10-08

State of Wyoming

DECREASED

Shares787 from 1,140

Change-353 (-31%)

Value$67.9K (-$11.2K)

Filed 2026-10-28

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares784 from 426

Change+358 (+84%)

Value$67.6K (+$38.1K)

Filed 2026-10-27

Harbor Investment Advisory, LLC

UNCHANGED

Shares721 from 721

Change0 (0%)

Value$62.2K (+$12.2K)

Filed 2026-10-13

IFP Advisors, Inc

INCREASED

Shares694 from 368

Change+326 (+89%)

Value$59.8K (+$34.3K)

Filed 2026-10-16

Salomon & Ludwin, LLC

INCREASED

Shares537 from 223

Change+314 (+141%)

Value$46.3K (+$30.8K)

Filed 2026-10-29

Covestor Ltd

DECREASED

Shares437 from 637

Change-200 (-31%)

Value$38 (-$7)

Filed 2026-10-30

Wolverine Asset Management LLC

NEW

Shares416

Change+416

Value$35.9K

Filed 2026-11-02

Valued Wealth Advisors LLC

UNCHANGED

Shares386 from 386

Change0 (0%)

Value$33.3K (+$6.5K)

Filed 2026-11-05

Bare Financial Services, Inc

INCREASED

Shares374 from 348

Change+26 (+7%)

Value$32.3K (+$8.1K)

Filed 2026-11-04

Parallel Advisors, LLC

INCREASED

Shares313 from 292

Change+21 (+7%)

Value$27.0K (+$6.7K)

Filed 2026-11-03

First Horizon Corp

DECREASED

Shares270 from 386

Change-116 (-30%)

Value$23.3K (-$3.5K)

Filed 2026-10-26

Spire Wealth Management

UNCHANGED

Shares262 from 262

Change0 (0%)

Value$22.6K (+$4.4K)

Filed 2026-10-30

Owl Creek Wealth Partners LLC

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$19.0K (+$3.7K)

Filed 2026-10-20

Versant Capital Management, Inc

INCREASED

Shares213 from 74

Change+139 (+188%)

Value$18.4K (+$13.2K)

Filed 2026-10-02

Bayforest Capital Ltd

DECREASED

Shares211 from 1,521

Change-1,310 (-86%)

Value$18.2K (-$87.3K)

Filed 2026-11-03

SJS Investment Consulting Inc.

INCREASED

Shares209 from 205

Change+4 (+2%)

Value$18.0K (+$3.8K)

Filed 2026-10-26

Fortitude Family Office, LLC

NEW

Shares189

Change+189

Value$16.3K

Filed 2026-10-14

Provenance Wealth Advisors, LLC

NEW

Shares180

Change+180

Value$15.5K

Filed 2026-10-30

Bell Investment Advisors, Inc

INCREASED

Shares172 from 144

Change+28 (+19%)

Value$14.8K (+$4.8K)

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares152

Change+152

Value$13.1K

Filed 2026-10-21

KFG LLC

NEW

Shares144

Change+144

Value$12.4K

Filed 2026-11-02

Private Trust Co NA

DECREASED

Shares140 from 142

Change-2 (-1%)

Value$12.1K (+$2.2K)

Filed 2026-10-20

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares137 from 197

Change-60 (-30%)

Value$11.8K (-$1.8K)

Filed 2026-10-05

Harbor Capital Advisors, Inc.

DECREASED

Shares128 from 143

Change-15 (-10%)

Value$11 (-$10.0K)

Filed 2026-10-22

GK Wealth Management LLC

NEW

Shares118

Change+118

Value$10.2K

Filed 2026-10-09

Essential Partners LLC

INCREASED

Shares104 from 68

Change+36 (+53%)

Value$9.0K (+$4.3K)

Filed 2026-10-14

True Wealth Design, LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$8.5K (+$1.7K)

Filed 2026-10-13

High Note Wealth, LLC

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$6.9K (+$1.4K)

Filed 2026-10-27

Cedar Mountain Advisors, LLC

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$6.0K (+$1.2K)

Filed 2026-10-15

Physician Wealth Advisors, Inc.

INCREASED

Shares61 from 45

Change+16 (+36%)

Value$5.3K (+$2.1K)

Filed 2026-10-20

Farmers & Merchants Investments Inc

INCREASED

Shares59 from 34

Change+25 (+74%)

Value$5.1K (+$2.7K)

Filed 2026-10-22

Retirement Wealth Solutions LLC

INCREASED

Shares57 from 40

Change+17 (+43%)

Value$4.9K (+$2.1K)

Filed 2026-10-07

JFS Wealth Advisors, LLC

INCREASED

Shares55 from 49

Change+6 (+12%)

Value$4.7K (+$1.3K)

Filed 2026-11-03

Signature Equity Partners, LLC

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$4.7K (+$929)

Filed 2026-10-29

Rossby Financial, LCC

INCREASED

Shares54 from 52

Change+2 (+4%)

Value$4.7K (+$1.1K)

Filed 2026-11-05

Avion Wealth

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$4 (+$1)

Filed 2026-11-04

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$4.0K (+$777)

Filed 2026-11-05

UMB Private Wealth Management, LLC

NEW

Shares42

Change+42

Value$3.6K

Filed 2026-10-19

Central Trust Co

DECREASED

Shares37 from 38

Change-1 (-3%)

Value$3.2K (+$556)

Filed 2026-11-05

Financial Network Wealth Advisors LLC

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$2.9K (+$574)

Filed 2026-10-28

Wolff Wiese Magana LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$2.8K (+$557)

Filed 2026-10-15

West Paces Advisors Inc.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.3K (+$253)

Filed 2026-10-13

Horizon Financial Services, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.1K (+$220)

Filed 2026-11-04

Creative Capital Management Investments LLC

INCREASED

Shares12 from 7

Change+5 (+71%)

Value$1.0K (+$550)

Filed 2026-10-28

CoreCap Advisors, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.0K (+$203)

Filed 2026-10-08

Valley National Advisers Inc

NEW

Shares10

Change+10

Value$863

Filed 2026-10-23

Gilpin Wealth Management, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$863 (+$169)

Filed 2026-10-09

Torren Management, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$862 (+$169)

Filed 2026-10-29

Creative Financial Designs Inc

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$776 (+$152)

Filed 2026-11-04

Breakwater Investment Management

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$690 (+$135)

Filed 2026-10-20

Marquette Asset Management, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$690 (+$135)

Filed 2026-10-09

Elyxium Wealth, LLC

NEW

Shares7

Change+7

Value$604

Filed 2026-10-27

Bay Harbor Wealth Management, LLC

INCREASED

Shares7 from 1

Change+6 (+600%)

Value$604 (+$535)

Filed 2026-11-03

North Star Investment Management Corp.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$604 (+$119)

Filed 2026-10-27

Financial Consulate, Inc

NEW

Shares6

Change+6

Value$518

Filed 2026-10-23

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$518 (+$101)

Filed 2026-10-16

Capital Advisors, Ltd. LLC

NEW

Shares5

Change+5

Value$0

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

NEW

Shares5

Change+5

Value$431

Filed 2026-10-29

Abound Wealth Management

NEW

Shares4

Change+4

Value$345

Filed 2026-10-26

Ascentis Wealth Management, LLC

NEW

Shares4

Change+4

Value$344

Filed 2026-11-03

James T. Borello RIA

DECREASED

Shares4 from 10

Change-6 (-60%)

Value$345 (-$348)

Filed 2026-10-16

Davis Capital Management

INCREASED

Shares4 from 3

Change+1 (+33%)

Value$345 (+$137)

Filed 2026-10-08

Hughes Financial Services, LLC

INCREASED

Shares3 from 1

Change+2 (+200%)

Value$280 (+$211)

Filed 2026-10-30

GHP Investment Advisors, Inc.

DECREASED

Shares2 from 202

Change-200 (-99%)

Value$173 (-$13.8K)

Filed 2026-10-15

DecisionPoint Financial, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$173 (+$103)

Filed 2026-10-27

WPG Advisers, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$172 (+$33)

Filed 2026-10-27

Maryland Capital Advisors Inc.

NEW

Shares1

Change+1

Value$87

Filed 2026-10-15

Thrive Capital Management, LLC

CLOSED

Shares0 from 69,350

Change-69,350 (-100%)

Value$0 (-$4.8M)

Filed 2026-10-28

Brookstone Capital Management

CLOSED

Shares0 from 11,800

Change-11,800 (-100%)

Value$0 (-$818.2K)

Filed 2026-10-22

Whalen Wealth Management Inc.

CLOSED

Shares0 from 8,238

Change-8,238 (-100%)

Value$0 (-$571.2K)

Filed 2026-10-08

BAM Wealth Management, LLC

CLOSED

Shares0 from 6,541

Change-6,541 (-100%)

Value$0 (-$453.6K)

Filed 2026-10-15

Independent Financial Group, LLC

CLOSED

Shares0 from 5,021

Change-5,021 (-100%)

Value$0 (-$348.2K)

Filed 2026-10-13

Graetz Wealth LLC

CLOSED

Shares0 from 3,927

Change-3,927 (-100%)

Value$0 (-$272.3K)

Filed 2026-10-27

Simplex Trading, LLC

CLOSED

Shares0 from 3,158

Change-3,158 (-100%)

Value$0 (-$219.0K)

Filed 2026-11-04

Brindle & Bay Financial Advisors, LLC

CLOSED

Shares0 from 3,073

Change-3,073 (-100%)

Value$0 (-$213.1K)

Filed 2026-10-15

Fulcrum Asset Management LLP

CLOSED

Shares0 from 146

Change-146 (-100%)

Value$0 (-$10.2K)

Filed 2026-11-04

Tokio Marine Asset Management Co LTD

CLOSED

Shares0 from 66

Change-66 (-100%)

Value$0 (-$4.6K)

Filed 2026-10-26

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 58

Change-58 (-100%)

Value$0 (-$4.0K)

Filed 2026-10-07

Cornerstone Planning Group LLC

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-16

Whipplewood Advisors, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$624)

Filed 2026-10-20

SBI Securities Co., Ltd.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$139)

Filed 2026-10-22

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 9,464,542

Change-9,464,542 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,473,833

Change-3,473,833 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,590,454

Change-2,590,454 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,474,512

Change-2,474,512 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,625,950

Change-1,625,950 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 1,613,002

Change-1,613,002 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 1,279,152

Change-1,279,152 (-100%)

Value—

William Blair Investment Management, LLC

N/A

Shares— from 1,137,790

Change-1,137,790 (-100%)

Value—

Greenhouse Funds Lllp

N/A

Shares— from 1,072,098

Change-1,072,098 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,012,810

Change-1,012,810 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 1,011,377

Change-1,011,377 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,006,891

Change-1,006,891 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 1,002,168

Change-1,002,168 (-100%)

Value—

Maverick Capital LTD

N/A

Shares— from 978,617

Change-978,617 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 958,736

Change-958,736 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 909,863

Change-909,863 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 826,944

Change-826,944 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 743,937

Change-743,937 (-100%)

Value—

Norges Bank

N/A

Shares— from 711,160

Change-711,160 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 709,267

Change-709,267 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 679,195

Change-679,195 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 644,037

Change-644,037 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 594,794

Change-594,794 (-100%)

Value—

Irenic Capital Management LPA

N/A

Shares— from 542,589

Change-542,589 (-100%)

Value—

Aberdeen Group plc

N/A

Shares— from 538,196

Change-538,196 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 534,412

Change-534,412 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 523,502

Change-523,502 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 508,223

Change-508,223 (-100%)

Value—

UBS Group AG

N/A

Shares— from 495,598

Change-495,598 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 484,435

Change-484,435 (-100%)

Value—

Oberweis Asset Management Inc/

N/A

Shares— from 473,409

Change-473,409 (-100%)

Value—

Frontier Capital Management Co LLC

N/A

Shares— from 468,540

Change-468,540 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 464,201

Change-464,201 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 440,736

Change-440,736 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 434,687

Change-434,687 (-100%)

Value—

Champlain Investment Partners, LLC

N/A

Shares— from 403,922

Change-403,922 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 397,613

Change-397,613 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 349,216

Change-349,216 (-100%)

Value—

Aristotle Capital Boston, LLC

N/A

Shares— from 316,536

Change-316,536 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 296,546

Change-296,546 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 281,386

Change-281,386 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 276,817

Change-276,817 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 269,209

Change-269,209 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 257,369

Change-257,369 (-100%)

Value—

SG Capital Management LLC

N/A

Shares— from 243,504

Change-243,504 (-100%)

Value—

J. Goldman & Co LP

N/A

Shares— from 242,787

Change-242,787 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 239,197

Change-239,197 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 208,889

Change-208,889 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 203,775

Change-203,775 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 203,739

Change-203,739 (-100%)

Value—

PFM Health Sciences, LP

N/A

Shares— from 197,038

Change-197,038 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 196,374

Change-196,374 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 189,664

Change-189,664 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 186,372

Change-186,372 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 186,167

Change-186,167 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 180,680

Change-180,680 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 173,854

Change-173,854 (-100%)

Value—

Man Group plc

N/A

Shares— from 171,950

Change-171,950 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 161,785

Change-161,785 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 160,234

Change-160,234 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 147,589

Change-147,589 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 145,921

Change-145,921 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 143,037

Change-143,037 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 140,181

Change-140,181 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 137,231

Change-137,231 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 136,606

Change-136,606 (-100%)

Value—

Ranger Investment Management, L.P.

N/A

Shares— from 130,447

Change-130,447 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 125,412

Change-125,412 (-100%)

Value—

Amundi

N/A

Shares— from 124,789

Change-124,789 (-100%)

Value—

Renaissance Group LLC

N/A

Shares— from 121,170

Change-121,170 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 119,700

Change-119,700 (-100%)

Value—

American Capital Management Inc

N/A

Shares— from 104,967

Change-104,967 (-100%)

Value—

Impax Asset Management Group plc

N/A

Shares— from 97,558

Change-97,558 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 95,334

Change-95,334 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 94,172

Change-94,172 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 92,422

Change-92,422 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 90,055

Change-90,055 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 88,247

Change-88,247 (-100%)

Value—

Trillium Asset Management, LLC

N/A

Shares— from 88,038

Change-88,038 (-100%)

Value—

Peak Retirement Planning, Inc.

N/A

Shares— from 74,008

Change-74,008 (-100%)

Value—

Barclays PLC

N/A

Shares— from 71,908

Change-71,908 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 70,911

Change-70,911 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 67,525

Change-67,525 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 65,993

Change-65,993 (-100%)

Value—

Martin & Co Inc

N/A

Shares— from 65,628

Change-65,628 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 65,406

Change-65,406 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 64,389

Change-64,389 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 64,052

Change-64,052 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 61,196

Change-61,196 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 60,600

Change-60,600 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 58,224

Change-58,224 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 52,819

Change-52,819 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 51,769

Change-51,769 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 49,081

Change-49,081 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 49,063

Change-49,063 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 48,161

Change-48,161 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 44,719

Change-44,719 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 44,155

Change-44,155 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 44,119

Change-44,119 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 43,561

Change-43,561 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 43,010

Change-43,010 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 42,940

Change-42,940 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 42,710

Change-42,710 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 41,766

Change-41,766 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 37,240

Change-37,240 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 35,333

Change-35,333 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 34,253

Change-34,253 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 32,175

Change-32,175 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 31,279

Change-31,279 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 30,285

Change-30,285 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 30,284

Change-30,284 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 29,366

Change-29,366 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 28,877

Change-28,877 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 28,538

Change-28,538 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 28,015

Change-28,015 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 27,950

Change-27,950 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 27,531

Change-27,531 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 27,458

Change-27,458 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 27,185

Change-27,185 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 26,818

Change-26,818 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 26,613

Change-26,613 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 25,753

Change-25,753 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 24,849

Change-24,849 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 23,028

Change-23,028 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 22,590

Change-22,590 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 22,485

Change-22,485 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 21,666

Change-21,666 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 21,380

Change-21,380 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 19,611

Change-19,611 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 19,241

Change-19,241 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 18,398

Change-18,398 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 18,386

Change-18,386 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 18,319

Change-18,319 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 18,314

Change-18,314 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 17,863

Change-17,863 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 17,791

Change-17,791 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 17,666

Change-17,666 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 17,650

Change-17,650 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 16,718

Change-16,718 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 16,554

Change-16,554 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 16,301

Change-16,301 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 16,050

Change-16,050 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 15,333

Change-15,333 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 15,157

Change-15,157 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 14,760

Change-14,760 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 14,645

Change-14,645 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 14,100

Change-14,100 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 13,762

Change-13,762 (-100%)

Value—

Blair William & Co

N/A

Shares— from 13,744

Change-13,744 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,603

Change-12,603 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 12,195

Change-12,195 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 12,009

Change-12,009 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 11,798

Change-11,798 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 11,727

Change-11,727 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 11,123

Change-11,123 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 10,846

Change-10,846 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 10,761

Change-10,761 (-100%)

Value—

South Dakota Investment Council

N/A

Shares— from 9,906

Change-9,906 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,511

Change-9,511 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 9,459

Change-9,459 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 9,305

Change-9,305 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 8,993

Change-8,993 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 8,887

Change-8,887 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 7,928

Change-7,928 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 7,319

Change-7,319 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 6,718

Change-6,718 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 6,544

Change-6,544 (-100%)

Value—

Bridgefront Capital, LLC

N/A

Shares— from 6,473

Change-6,473 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 5,983

Change-5,983 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,982

Change-5,982 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 5,743

Change-5,743 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 5,600

Change-5,600 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,590

Change-5,590 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,431

Change-5,431 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 5,329

Change-5,329 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 5,286

Change-5,286 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 5,240

Change-5,240 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 4,918

Change-4,918 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 4,690

Change-4,690 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 4,646

Change-4,646 (-100%)

Value—

TradeLink Capital LLC

N/A

Shares— from 4,463

Change-4,463 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 4,451

Change-4,451 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 4,104

Change-4,104 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,094

Change-4,094 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 4,066

Change-4,066 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 4,062

Change-4,062 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 4,012

Change-4,012 (-100%)

Value—

&partners

N/A

Shares— from 3,969

Change-3,969 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 3,672

Change-3,672 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 3,575

Change-3,575 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 3,566

Change-3,566 (-100%)

Value—

Significant Wealth Partners LLC

N/A

Shares— from 3,534

Change-3,534 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 3,490

Change-3,490 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,488

Change-3,488 (-100%)

Value—

Marco Investment Management LLC

N/A

Shares— from 3,465

Change-3,465 (-100%)

Value—

Personal CFO Solutions, LLC

N/A

Shares— from 3,455

Change-3,455 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 3,345

Change-3,345 (-100%)

Value—

iSAM Funds (UK) Ltd

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 3,024

Change-3,024 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,478

Change-2,478 (-100%)

Value—

SBI Okasan Asset Management Co.Ltd.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 1,955

Change-1,955 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,920

Change-1,920 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 1,831

Change-1,831 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,616

Change-1,616 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 1,601

Change-1,601 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 1,480

Change-1,480 (-100%)

Value—

Eurizon Capital SGR S.p.A.

N/A

Shares— from 1,434

Change-1,434 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,350

Change-1,350 (-100%)

Value—

Palouse Capital Management, Inc.

N/A

Shares— from 1,315

Change-1,315 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 1,257

Change-1,257 (-100%)

Value—

Graticule Asia Macro Advisors LLC

N/A

Shares— from 1,124

Change-1,124 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 808

Change-808 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 706

Change-706 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 633

Change-633 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 628

Change-628 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 533

Change-533 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 502

Change-502 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 477

Change-477 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 458

Change-458 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 411

Change-411 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 361

Change-361 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 361

Change-361 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 342

Change-342 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 298

Change-298 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 294

Change-294 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 293

Change-293 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 169

Change-169 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 166

Change-166 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 156

Change-156 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 155

Change-155 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 132

Change-132 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 132

Change-132 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 86

Change-86 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 72

Change-72 (-100%)

Value—

Quarry LP

N/A

Shares— from 58

Change-58 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 57

Change-57 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 57

Change-57 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 37

Change-37 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,655,196	1,458,823	+196,373	+13%	$101.2M	$142.7M	+$41.6M	2026-11-04
Conestoga Capital Advisors, LLC	DECREASED	1,510,239	1,979,790	-469,551	-24%	$137.3M	$130.2M	-$7.1M	2026-11-02
Congress Asset Management Co	INCREASED	1,260,675	1,184,337	+76,338	+6%	$82.1M	$108.7M	+$26.6M	2026-10-06
Boston Trust Walden Corp	INCREASED	531,396	472,856	+58,540	+12%	$32.8M	$45.8M	+$13.0M	2026-10-30
Principal Financial Group Inc	INCREASED	413,877	350,627	+63,250	+18%	$24.3M	$35.7M	+$11.4M	2026-11-02
Bank of New York Mellon Corp	DECREASED	406,247	410,578	-4,331	-1%	$28.5M	$35.0M	+$6.6M	2026-11-05
Fort Washington Investment Advisors Inc	DECREASED	369,895	476,148	-106,253	-22%	$33.0M	$31.9M	-$1.1M	2026-10-15
Fifth Third Bancorp	DECREASED	280,095	296,465	-16,370	-6%	$20.6M	$24.2M	+$3.6M	2026-11-05
Creative Planning	INCREASED	210,870	146,939	+63,931	+44%	$10.2M	$18.2M	+$8.0M	2026-11-02
Pembroke Management, LTD	NEW	155,105	—	+155,105	—	—	$13.4M	—	2026-10-21
Eulav Asset Management	INCREASED	138,013	138,000	+13	+0%	$9.6M	$11.9M	+$2.3M	2026-10-23
King Luther Capital Management Corp	INCREASED	86,053	83,198	+2,855	+3%	$5.8M	$7.4M	+$1.7M	2026-11-05
Wilmington Savings Fund Society, FSB	DECREASED	84,202	85,282	-1,080	-1%	$5.9M	$7.3M	+$1.3M	2026-10-23
Seizert Capital Partners, LLC	DECREASED	77,386	79,476	-2,090	-3%	$5.5M	$6.7M	+$1.2M	2026-10-30
New York State Teachers Retirement System	DECREASED	74,646	78,446	-3,800	-5%	$5.4M	$6.4K	-$5.4M	2026-10-22
Assenagon Asset Management S.A.	DECREASED	67,135	135,381	-68,246	-50%	$9.4M	$5.8M	-$3.6M	2026-10-15
Fideuram Asset Management (Ireland) dac	NEW	53,325	—	+53,325	—	—	$4.6M	—	2026-10-29
Thrivent Financial for Lutherans	DECREASED	46,995	48,530	-1,535	-3%	$3.4M	$4.1K	-$3.4M	2026-11-05
Mountain Pacific Investment Advisers LLC	INCREASED	38,048	20,149	+17,899	+89%	$1.4M	$3.3M	+$1.9M	2026-10-29
Illinois Municipal Retirement Fund	INCREASED	31,791	29,464	+2,327	+8%	$2.0M	$2.7M	+$698.3K	2026-11-05
Citigroup Inc	DECREASED	28,238	1,022,497	-994,259	-97%	$70.9M	$2.4M	-$68.5M	2026-11-04
Riverwater Partners LLC	UNCHANGED	26,292	26,292	0	0%	$1.8M	$2.3M	+$444.1K	2026-11-03
Louisiana State Employees Retirement System	DECREASED	25,400	26,100	-700	-3%	$1.8M	$2.2M	+$380.5K	2026-10-20
Gradient Investments LLC	DECREASED	23,059	23,890	-831	-3%	$1.7M	$2.0M	+$331.9K	2026-10-08
Truist Financial Corp	INCREASED	21,401	19,854	+1,547	+8%	$1.4M	$1.8M	+$468.7K	2026-10-30
State of New Jersey Common Pension Fund D	DECREASED	21,042	26,725	-5,683	-21%	$1.9M	$1.8M	-$38.7K	2026-11-05
Vise Technologies, Inc.	INCREASED	19,134	16,567	+2,567	+15%	$1.1M	$1.6M	+$501.2K	2026-10-29
Atria Investments, Inc	INCREASED	18,457	13,796	+4,661	+34%	$956.6K	$1.6M	+$634.9K	2026-10-15
Yousif Capital Management, LLC	INCREASED	17,931	16,220	+1,711	+11%	$1.1M	$1.5M	+$421.5K	2026-10-22
Arizona State Retirement System	INCREASED	16,802	16,459	+343	+2%	$1.1M	$1.4M	+$307.6K	2026-11-03
Evergreen Capital Management LLC	DECREASED	16,231	16,353	-122	-1%	$1.1M	$1.4M	+$265.7K	2026-10-23
Wakefield Asset Management Lllp	NEW	15,852	—	+15,852	—	—	$1.4M	—	2026-11-05
Virginia Retirement Systems ET Al	INCREASED	15,500	9,700	+5,800	+60%	$672.6K	$1.3M	+$664.0K	2026-10-28
Amalgamated Bank	DECREASED	15,483	16,026	-543	-3%	$1.1M	$1.3K	-$1.1M	2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	14,068	14,146	-78	-1%	$980.9K	$1.2M	+$232.2K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	13,973	13,496	+477	+4%	$991.1K	$1.2M	+$200.1K	2026-10-13
Gibbs Wealth Management	INCREASED	13,926	12,781	+1,145	+9%	$886.2K	$1.2M	+$314.6K	2026-10-22
Oregon Public Employees Retirement Fund	DECREASED	13,416	13,516	-100	-1%	$937.2K	$1.2M	+$219.7K	2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	DECREASED	13,352	21,549	-8,197	-38%	$1.5M	$1.2M	-$342.9K	2026-10-22
Maryland State Retirement & Pension System	INCREASED	13,270	8,708	+4,562	+52%	$603.8K	$1.1M	+$540.5K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	12,630	19,646	-7,016	-36%	$1.4M	$1.1K	-$1.4M	2026-10-15
Park Avenue Securities LLC	INCREASED	11,009	10,234	+775	+8%	$710.0K	$949	-$709.1K	2026-10-26
Smith Group Asset Management, LLC	INCREASED	9,224	6,492	+2,732	+42%	$450.2K	$795.4K	+$345.2K	2026-10-27
Pictet Asset Management Holding SA	DECREASED	8,605	9,710	-1,105	-11%	$673.3K	$742.0K	+$68.7K	2026-11-03
Guidance Capital, Inc	INCREASED	8,541	8,503	+38	+0%	$642.4K	$720.1K	+$77.7K	2026-11-03
Portside Wealth Group, LLC	INCREASED	8,506	8,079	+427	+5%	$560.2K	$733.5K	+$173.3K	2026-10-20
Winnacle Wealth LLC	DECREASED	8,447	9,388	-941	-10%	$650.9K	$728.3K	+$77.4K	2026-10-15
ProShare Advisors LLC	DECREASED	8,202	8,533	-331	-4%	$591.7K	$707.3K	+$115.6K	2026-10-29
DekaBank Deutsche Girozentrale	INCREASED	8,018	592	+7,426	+1254%	$40	$701	+$661	2026-10-27
Karras Company, Inc.	DECREASED	7,450	7,950	-500	-6%	$551.3K	$642.4K	+$91.2K	2026-10-16
Abel Hall, LLC	INCREASED	7,357	7,260	+97	+1%	$503.4K	$634.4K	+$131.0K	2026-10-19
Ascentis Independent Advisors	NEW	7,140	—	+7,140	—	—	$615.6K	—	2026-11-03
Y-Intercept (Hong Kong) Ltd	NEW	7,053	—	+7,053	—	—	$608.2K	—	2026-10-16
Mutual of America Capital Management LLC	DECREASED	6,814	6,832	-18	0%	$473.7K	$587.6K	+$113.8K	2026-10-23
Strs Ohio	INCREASED	6,600	2,600	+4,000	+154%	$180.3K	$569.1K	+$388.8K	2026-10-30
Quadrant Capital Group LLC	INCREASED	6,547	6,487	+60	+1%	$449.8K	$577.1K	+$127.2K	2026-10-20
Swiss Life Asset Management Ltd	DECREASED	6,459	6,687	-228	-3%	$463.7K	$557.0K	+$93.3K	2026-11-03
Jackson Creek Investment Advisors LLC	NEW	6,202	—	+6,202	—	—	$535	—	2026-11-04
Elevation Point Wealth Partners, LLC	INCREASED	6,134	5,425	+709	+13%	$376.2K	$528.9K	+$152.7K	2026-11-05
Lido Advisors, LLC	INCREASED	6,101	5,101	+1,000	+20%	$353.7K	$526.1K	+$172.4K	2026-11-04
Xponance LLC	DECREASED	5,792	6,061	-269	-4%	$420.3K	$499.4K	+$79.2K	2026-11-03
Praxis Investment Management Inc	UNCHANGED	5,690	5,690	0	0%	$395.0K	$491	-$394.5K	2026-11-03
CWC Advisors, Llc.	INCREASED	5,553	5,484	+69	+1%	$380.3K	$478.8K	+$98.6K	2026-10-15
Ethic Inc.	INCREASED	4,843	4,662	+181	+4%	$323.3K	$417.6K	+$94.3K	2026-11-03
Imc-Chicago, LLC	NEW	4,640	—	+4,640	—	—	$400.1K	—	2026-11-05
Sowell Financial Services LLC	INCREASED	4,609	4,430	+179	+4%	$307.2K	$397.4K	+$90.3K	2026-10-23
Nisa Investment Advisors, LLC	DECREASED	4,555	4,617	-62	-1%	$320.1K	$392.8K	+$72.6K	2026-10-20
Exchange Traded Concepts, LLC	INCREASED	4,536	1,297	+3,239	+250%	$89.9K	$391.1K	+$301.2K	2026-10-28
Crossmark Global Holdings, Inc.	DECREASED	4,489	4,593	-104	-2%	$318.5K	$387.1K	+$68.6K	2026-10-21
Brucke Financial, Inc.	INCREASED	4,475	4,228	+247	+6%	$293.2K	$385.9K	+$92.7K	2026-10-23
Brighton Jones LLC	INCREASED	4,346	3,957	+389	+10%	$274.4K	$374.8K	+$100.4K	2026-11-03
Old National Bancorp	INCREASED	4,311	4,245	+66	+2%	$294.3K	$371.7K	+$77.4K	2026-10-20
Kestra Advisory Services, LLC	NEW	3,934	—	+3,934	—	—	$339.2K	—	2026-11-02
Hohimer Wealth Management, LLC	INCREASED	3,870	3,739	+131	+4%	$259.3K	$333.7K	+$74.4K	2026-11-04
Norden Group LLC	DECREASED	3,596	3,765	-169	-4%	$261.1K	$310.1K	+$49.0K	2026-10-20
Bryn Mawr Trust Advisors, LLC	INCREASED	3,554	3,445	+109	+3%	$238.9K	$306.5K	+$67.6K	2026-11-04
Gamma Investing LLC	INCREASED	3,550	3,250	+300	+9%	$225.4K	$306.1K	+$80.8K	2026-10-08
HB Wealth Management, LLC	NEW	3,542	—	+3,542	—	—	$305.4K	—	2026-10-23
TD Private Client Wealth LLC	INCREASED	3,286	2,508	+778	+31%	$173.9K	$283.4K	+$109.4K	2026-10-28
Angeles Wealth Management, LLC	DECREASED	3,258	3,295	-37	-1%	$228.5K	$280.9K	+$52.5K	2026-10-26
CIBC Asset Management Inc	DECREASED	3,215	3,276	-61	-2%	$227.2K	$277.2K	+$50.1K	2026-11-05
Wedbush Securities Inc	DECREASED	3,167	4,200	-1,033	-25%	$291.0K	$273	-$290.7K	2026-10-22
ZWJ Investment Counsel Inc	UNCHANGED	3,108	3,108	0	0%	$215.5K	$268.0K	+$52.5K	2026-10-15
Choreo, LLC	NEW	3,006	—	+3,006	—	—	$259.2K	—	2026-10-28
Epiq Partners, LLC	UNCHANGED	3,000	3,000	0	0%	$208.0K	$258.7K	+$50.7K	2026-10-07
Guardian Asset Advisors, LLC	UNCHANGED	2,914	2,914	0	0%	$202.1K	$251.3K	+$49.2K	2026-10-16
Balboa Wealth Partners	NEW	2,881	—	+2,881	—	—	$248.4K	—	2026-10-20
111 Capital	NEW	2,779	—	+2,779	—	—	$239.6K	—	2026-11-03
Profund Advisors LLC	DECREASED	2,741	3,150	-409	-13%	$218.4K	$236.4K	+$17.9K	2026-10-29
Blue Trust, Inc.	INCREASED	2,605	1,973	+632	+32%	$136.8K	$224.6K	+$87.8K	2026-10-15
MeadowBrook Investment Advisors LLC	DECREASED	2,510	2,680	-170	-6%	$185.8K	$235.8K	+$50.0K	2026-10-29
Central Pacific Bank - Trust Division	DECREASED	2,487	3,107	-620	-20%	$215.4K	$214.5K	-$985	2026-10-06
Signaturefd, LLC	INCREASED	2,465	2,212	+253	+11%	$153.4K	$212.6K	+$59.2K	2026-10-23
B.O.S.S. Retirement Advisors, LLC	NEW	2,439	—	+2,439	—	—	$210.3K	—	2026-10-26
US Bancorp \de\	DECREASED	2,421	2,511	-90	-4%	$174.1K	$208.8K	+$34.6K	2026-11-05
Fifth Third Wealth Advisors LLC	NEW	2,394	—	+2,394	—	—	$206.4K	—	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	2,392	1,833	+559	+31%	$127.1K	$206.3K	+$79.2K	2026-11-04
Moody National Bank Trust Division	NEW	2,359	—	+2,359	—	—	$203.4K	—	2026-10-06
Hilltop National Bank	DECREASED	2,301	2,702	-401	-15%	$187.4K	$198.4K	+$11.1K	2026-10-14
Chicago Partners Investment Group LLC	NEW	2,280	—	+2,280	—	—	$212.7K	—	2026-10-27
KBC Group NV	UNCHANGED	1,668	1,668	0	0%	$116.0K	$144	-$115.9K	2026-10-22
Assetmark, Inc	INCREASED	1,528	555	+973	+175%	$38.5K	$131.8K	+$93.3K	2026-10-21
Heritage Family Offices, LLP	NEW	1,284	—	+1,284	—	—	$110.7K	—	2026-11-02
Sterling Capital Management LLC	DECREASED	1,246	15,141	-13,895	-92%	$1.0M	$107.4K	-$942.4K	2026-10-22
Parkside Financial Bank & Trust	INCREASED	1,010	233	+777	+333%	$16.2K	$87.1K	+$70.9K	2026-10-27
Farther Finance Advisors, LLC	INCREASED	890	618	+272	+44%	$42.9K	$76.7K	+$33.8K	2026-10-08
State of Wyoming	DECREASED	787	1,140	-353	-31%	$79.0K	$67.9K	-$11.2K	2026-10-28
Pinnacle Wealth Planning Services, Inc.	INCREASED	784	426	+358	+84%	$29.5K	$67.6K	+$38.1K	2026-10-27
Harbor Investment Advisory, LLC	UNCHANGED	721	721	0	0%	$50.0K	$62.2K	+$12.2K	2026-10-13
IFP Advisors, Inc	INCREASED	694	368	+326	+89%	$25.5K	$59.8K	+$34.3K	2026-10-16
Salomon & Ludwin, LLC	INCREASED	537	223	+314	+141%	$15.5K	$46.3K	+$30.8K	2026-10-29
Covestor Ltd	DECREASED	437	637	-200	-31%	$45	$38	-$7	2026-10-30
Wolverine Asset Management LLC	NEW	416	—	+416	—	—	$35.9K	—	2026-11-02
Valued Wealth Advisors LLC	UNCHANGED	386	386	0	0%	$26.8K	$33.3K	+$6.5K	2026-11-05
Bare Financial Services, Inc	INCREASED	374	348	+26	+7%	$24.1K	$32.3K	+$8.1K	2026-11-04
Parallel Advisors, LLC	INCREASED	313	292	+21	+7%	$20.2K	$27.0K	+$6.7K	2026-11-03
First Horizon Corp	DECREASED	270	386	-116	-30%	$26.8K	$23.3K	-$3.5K	2026-10-26
Spire Wealth Management	UNCHANGED	262	262	0	0%	$18.2K	$22.6K	+$4.4K	2026-10-30
Owl Creek Wealth Partners LLC	UNCHANGED	220	220	0	0%	$15.3K	$19.0K	+$3.7K	2026-10-20
Versant Capital Management, Inc	INCREASED	213	74	+139	+188%	$5.1K	$18.4K	+$13.2K	2026-10-02
Bayforest Capital Ltd	DECREASED	211	1,521	-1,310	-86%	$105.5K	$18.2K	-$87.3K	2026-11-03
SJS Investment Consulting Inc.	INCREASED	209	205	+4	+2%	$14.2K	$18.0K	+$3.8K	2026-10-26
Fortitude Family Office, LLC	NEW	189	—	+189	—	—	$16.3K	—	2026-10-14
Provenance Wealth Advisors, LLC	NEW	180	—	+180	—	—	$15.5K	—	2026-10-30
Bell Investment Advisors, Inc	INCREASED	172	144	+28	+19%	$10.0K	$14.8K	+$4.8K	2026-10-29
Root Financial Partners, LLC	NEW	152	—	+152	—	—	$13.1K	—	2026-10-21
KFG LLC	NEW	144	—	+144	—	—	$12.4K	—	2026-11-02
Private Trust Co NA	DECREASED	140	142	-2	-1%	$9.8K	$12.1K	+$2.2K	2026-10-20
MassMutual Private Wealth & Trust, FSB	DECREASED	137	197	-60	-30%	$13.7K	$11.8K	-$1.8K	2026-10-05
Harbor Capital Advisors, Inc.	DECREASED	128	143	-15	-10%	$10.0K	$11	-$10.0K	2026-10-22
GK Wealth Management LLC	NEW	118	—	+118	—	—	$10.2K	—	2026-10-09
Essential Partners LLC	INCREASED	104	68	+36	+53%	$4.7K	$9.0K	+$4.3K	2026-10-14
True Wealth Design, LLC	UNCHANGED	99	99	0	0%	$6.9K	$8.5K	+$1.7K	2026-10-13
High Note Wealth, LLC	UNCHANGED	80	80	0	0%	$5.5K	$6.9K	+$1.4K	2026-10-27
Cedar Mountain Advisors, LLC	UNCHANGED	69	69	0	0%	$4.8K	$6.0K	+$1.2K	2026-10-15
Physician Wealth Advisors, Inc.	INCREASED	61	45	+16	+36%	$3.1K	$5.3K	+$2.1K	2026-10-20
Farmers & Merchants Investments Inc	INCREASED	59	34	+25	+74%	$2.4K	$5.1K	+$2.7K	2026-10-22
Retirement Wealth Solutions LLC	INCREASED	57	40	+17	+43%	$2.8K	$4.9K	+$2.1K	2026-10-07
JFS Wealth Advisors, LLC	INCREASED	55	49	+6	+12%	$3.4K	$4.7K	+$1.3K	2026-11-03
Signature Equity Partners, LLC	UNCHANGED	55	55	0	0%	$3.8K	$4.7K	+$929	2026-10-29
Rossby Financial, LCC	INCREASED	54	52	+2	+4%	$3.6K	$4.7K	+$1.1K	2026-11-05
Avion Wealth	UNCHANGED	54	54	0	0%	$3	$4	+$1	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	46	46	0	0%	$3.2K	$4.0K	+$777	2026-11-05
UMB Private Wealth Management, LLC	NEW	42	—	+42	—	—	$3.6K	—	2026-10-19
Central Trust Co	DECREASED	37	38	-1	-3%	$2.6K	$3.2K	+$556	2026-11-05
Financial Network Wealth Advisors LLC	UNCHANGED	34	34	0	0%	$2.4K	$2.9K	+$574	2026-10-28
Wolff Wiese Magana LLC	UNCHANGED	33	33	0	0%	$2.3K	$2.8K	+$557	2026-10-15
West Paces Advisors Inc.	UNCHANGED	15	15	0	0%	$1.0K	$1.3K	+$253	2026-10-13
Horizon Financial Services, LLC	UNCHANGED	13	13	0	0%	$901	$1.1K	+$220	2026-11-04
Creative Capital Management Investments LLC	INCREASED	12	7	+5	+71%	$485	$1.0K	+$550	2026-10-28
CoreCap Advisors, LLC	UNCHANGED	12	12	0	0%	$832	$1.0K	+$203	2026-10-08
Valley National Advisers Inc	NEW	10	—	+10	—	—	$863	—	2026-10-23
Gilpin Wealth Management, LLC	UNCHANGED	10	10	0	0%	$694	$863	+$169	2026-10-09
Torren Management, LLC	UNCHANGED	10	10	0	0%	$693	$862	+$169	2026-10-29
Creative Financial Designs Inc	UNCHANGED	9	9	0	0%	$624	$776	+$152	2026-11-04
Breakwater Investment Management	UNCHANGED	8	8	0	0%	$555	$690	+$135	2026-10-20
Marquette Asset Management, LLC	UNCHANGED	8	8	0	0%	$555	$690	+$135	2026-10-09
Elyxium Wealth, LLC	NEW	7	—	+7	—	—	$604	—	2026-10-27
Bay Harbor Wealth Management, LLC	INCREASED	7	1	+6	+600%	$69	$604	+$535	2026-11-03
North Star Investment Management Corp.	UNCHANGED	7	7	0	0%	$485	$604	+$119	2026-10-27
Financial Consulate, Inc	NEW	6	—	+6	—	—	$518	—	2026-10-23
DiNuzzo Private Wealth, Inc.	UNCHANGED	6	6	0	0%	$417	$518	+$101	2026-10-16
Capital Advisors, Ltd. LLC	NEW	5	—	+5	—	—	$0	—	2026-10-27
Caitong International Asset Management Co., Ltd	NEW	5	—	+5	—	—	$431	—	2026-10-29
Abound Wealth Management	NEW	4	—	+4	—	—	$345	—	2026-10-26
Ascentis Wealth Management, LLC	NEW	4	—	+4	—	—	$344	—	2026-11-03
James T. Borello RIA	DECREASED	4	10	-6	-60%	$693	$345	-$348	2026-10-16
Davis Capital Management	INCREASED	4	3	+1	+33%	$208	$345	+$137	2026-10-08
Hughes Financial Services, LLC	INCREASED	3	1	+2	+200%	$69	$280	+$211	2026-10-30
GHP Investment Advisors, Inc.	DECREASED	2	202	-200	-99%	$14.0K	$173	-$13.8K	2026-10-15
DecisionPoint Financial, LLC	INCREASED	2	1	+1	+100%	$70	$173	+$103	2026-10-27
WPG Advisers, LLC	UNCHANGED	2	2	0	0%	$139	$172	+$33	2026-10-27
Maryland Capital Advisors Inc.	NEW	1	—	+1	—	—	$87	—	2026-10-15
Thrive Capital Management, LLC	CLOSED	0	69,350	-69,350	-100%	$4.8M	$0	-$4.8M	2026-10-28
Brookstone Capital Management	CLOSED	0	11,800	-11,800	-100%	$818.2K	$0	-$818.2K	2026-10-22
Whalen Wealth Management Inc.	CLOSED	0	8,238	-8,238	-100%	$571.2K	$0	-$571.2K	2026-10-08
BAM Wealth Management, LLC	CLOSED	0	6,541	-6,541	-100%	$453.6K	$0	-$453.6K	2026-10-15
Independent Financial Group, LLC	CLOSED	0	5,021	-5,021	-100%	$348.2K	$0	-$348.2K	2026-10-13
Graetz Wealth LLC	CLOSED	0	3,927	-3,927	-100%	$272.3K	$0	-$272.3K	2026-10-27
Simplex Trading, LLC	CLOSED	0	3,158	-3,158	-100%	$219.0K	$0	-$219.0K	2026-11-04
Brindle & Bay Financial Advisors, LLC	CLOSED	0	3,073	-3,073	-100%	$213.1K	$0	-$213.1K	2026-10-15
Fulcrum Asset Management LLP	CLOSED	0	146	-146	-100%	$10.2K	$0	-$10.2K	2026-11-04
Tokio Marine Asset Management Co LTD	CLOSED	0	66	-66	-100%	$4.6K	$0	-$4.6K	2026-10-26
Wealth Enhancement Trust Services, Inc.	CLOSED	0	58	-58	-100%	$4.0K	$0	-$4.0K	2026-10-07
Cornerstone Planning Group LLC	CLOSED	0	23	-23	-100%	$1.7K	$0	-$1.7K	2026-10-16
Whipplewood Advisors, LLC	CLOSED	0	9	-9	-100%	$624	$0	-$624	2026-10-20
SBI Securities Co., Ltd.	CLOSED	0	2	-2	-100%	$139	$0	-$139	2026-10-22
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	9,464,542	-9,464,542	-100%	$656.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,473,833	-3,473,833	-100%	$240.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,590,454	-2,590,454	-100%	$179.6M	—	—	—
State Street Corp	N/A	—	2,474,512	-2,474,512	-100%	$171.6M	—	—	—
Geode Capital Management, LLC	N/A	—	1,625,950	-1,625,950	-100%	$112.8M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	1,613,002	-1,613,002	-100%	$111.8M	—	—	—
Nomura Asset Management International Inc.	N/A	—	1,279,152	-1,279,152	-100%	$88.7M	—	—	—
William Blair Investment Management, LLC	N/A	—	1,137,790	-1,137,790	-100%	$78.9M	—	—	—
Greenhouse Funds Lllp	N/A	—	1,072,098	-1,072,098	-100%	$74.3M	—	—	—
FMR LLC	N/A	—	1,012,810	-1,012,810	-100%	$70.2M	—	—	—
Westwood Holdings Group Inc	N/A	—	1,011,377	-1,011,377	-100%	$70.1M	—	—	—
Morgan Stanley	N/A	—	1,006,891	-1,006,891	-100%	$69.8M	—	—	—
Neuberger Berman Group LLC	N/A	—	1,002,168	-1,002,168	-100%	$69.5M	—	—	—
Maverick Capital LTD	N/A	—	978,617	-978,617	-100%	$67.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	958,736	-958,736	-100%	$66.5M	—	—	—
Citadel Advisors LLC	N/A	—	909,863	-909,863	-100%	$63.1M	—	—	—
Royal Bank of Canada	N/A	—	826,944	-826,944	-100%	$57.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	743,937	-743,937	-100%	$51.6M	—	—	—
Norges Bank	N/A	—	711,160	-711,160	-100%	$49.3M	—	—	—
Northern Trust Corp	N/A	—	709,267	-709,267	-100%	$49.2M	—	—	—
Massachusetts Financial Services Co	N/A	—	679,195	-679,195	-100%	$47.1M	—	—	—
JPMorgan Chase & Co	N/A	—	644,037	-644,037	-100%	$45.3M	—	—	—
Nuveen, LLC	N/A	—	594,794	-594,794	-100%	$41.2M	—	—	—
Irenic Capital Management LPA	N/A	—	542,589	-542,589	-100%	$37.6M	—	—	—
Aberdeen Group plc	N/A	—	538,196	-538,196	-100%	$37.3M	—	—	—
Bank of America Corp	N/A	—	534,412	-534,412	-100%	$37.1M	—	—	—
Wells Fargo & Company	N/A	—	523,502	-523,502	-100%	$36.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	508,223	-508,223	-100%	$35.2M	—	—	—
UBS Group AG	N/A	—	495,598	-495,598	-100%	$34.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	484,435	-484,435	-100%	$33.6M	—	—	—
Oberweis Asset Management Inc/	N/A	—	473,409	-473,409	-100%	$32.8M	—	—	—
Frontier Capital Management Co LLC	N/A	—	468,540	-468,540	-100%	$32.5M	—	—	—
AQR Capital Management LLC	N/A	—	464,201	-464,201	-100%	$32.2M	—	—	—
Nomura Holdings Inc	N/A	—	440,736	-440,736	-100%	$30.6M	—	—	—
Two Sigma Investments, LP	N/A	—	434,687	-434,687	-100%	$30.1M	—	—	—
Champlain Investment Partners, LLC	N/A	—	403,922	-403,922	-100%	$28.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	397,613	-397,613	-100%	$27.6M	—	—	—
Marshall Wace, LLP	N/A	—	349,216	-349,216	-100%	$24.2M	—	—	—
Aristotle Capital Boston, LLC	N/A	—	316,536	-316,536	-100%	$21.9M	—	—	—
SEI Investments Co	N/A	—	296,546	-296,546	-100%	$20.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	281,386	-281,386	-100%	$19.5M	—	—	—
Ameriprise Financial Inc	N/A	—	276,817	-276,817	-100%	$19.2M	—	—	—
Raymond James Financial Inc	N/A	—	269,209	-269,209	-100%	$18.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	257,369	-257,369	-100%	$17.8M	—	—	—
SG Capital Management LLC	N/A	—	243,504	-243,504	-100%	$16.9M	—	—	—
J. Goldman & Co LP	N/A	—	242,787	-242,787	-100%	$16.8M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	239,197	-239,197	-100%	$16.6M	—	—	—
Public Sector Pension Investment Board	N/A	—	208,889	-208,889	-100%	$14.5M	—	—	—
Handelsbanken Fonder AB	N/A	—	203,775	-203,775	-100%	$14.1K	—	—	—
Point72 Asset Management, L.P.	N/A	—	203,739	-203,739	-100%	$14.1M	—	—	—
PFM Health Sciences, LP	N/A	—	197,038	-197,038	-100%	$13.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	196,374	-196,374	-100%	$13.6M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	189,664	-189,664	-100%	$13.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	186,372	-186,372	-100%	$12.9M	—	—	—
Invesco Ltd.	N/A	—	186,167	-186,167	-100%	$12.9M	—	—	—
Walleye Capital LLC	N/A	—	180,680	-180,680	-100%	$12.5M	—	—	—
UBS Asset Management Americas LLC	N/A	—	173,854	-173,854	-100%	$12.1M	—	—	—
Man Group plc	N/A	—	171,950	-171,950	-100%	$11.9M	—	—	—
Balyasny Asset Management L.P.	N/A	—	161,785	-161,785	-100%	$11.2M	—	—	—
Tidal Investments LLC	N/A	—	160,234	-160,234	-100%	$11.1M	—	—	—
Winton Group Ltd	N/A	—	147,589	-147,589	-100%	$10.2M	—	—	—
Rhumbline Advisers	N/A	—	145,921	-145,921	-100%	$10.1M	—	—	—
Wellington Management Group LLP	N/A	—	143,037	-143,037	-100%	$9.9M	—	—	—
Curi Capital, LLC	N/A	—	140,181	-140,181	-100%	$9.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	137,231	-137,231	-100%	$9.5M	—	—	—
Legal & General Group Plc	N/A	—	136,606	-136,606	-100%	$9.5M	—	—	—
Ranger Investment Management, L.P.	N/A	—	130,447	-130,447	-100%	$9.0M	—	—	—
Renaissance Technologies LLC	N/A	—	125,412	-125,412	-100%	$8.7M	—	—	—
Amundi	N/A	—	124,789	-124,789	-100%	$8.7M	—	—	—
Renaissance Group LLC	N/A	—	121,170	-121,170	-100%	$8.4M	—	—	—
Swiss National Bank	N/A	—	119,700	-119,700	-100%	$8.3M	—	—	—
American Capital Management Inc	N/A	—	104,967	-104,967	-100%	$7.3M	—	—	—
Impax Asset Management Group plc	N/A	—	97,558	-97,558	-100%	$6.8M	—	—	—
Deutsche Bank Ag\	N/A	—	95,334	-95,334	-100%	$6.6M	—	—	—
California Public Employees Retirement System	N/A	—	94,172	-94,172	-100%	$6.5M	—	—	—
American Century Companies Inc	N/A	—	92,422	-92,422	-100%	$6.4M	—	—	—
Panagora Asset Management Inc	N/A	—	90,055	-90,055	-100%	$6.2M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	88,247	-88,247	-100%	$6.1M	—	—	—
Trillium Asset Management, LLC	N/A	—	88,038	-88,038	-100%	$6.1M	—	—	—
Peak Retirement Planning, Inc.	N/A	—	74,008	-74,008	-100%	$5.1M	—	—	—
Barclays PLC	N/A	—	71,908	-71,908	-100%	$5.0M	—	—	—
Alliancebernstein L.P.	N/A	—	70,911	-70,911	-100%	$4.9M	—	—	—
California State Teachers Retirement System	N/A	—	67,525	-67,525	-100%	$4.7M	—	—	—
Bessemer Group Inc	N/A	—	65,993	-65,993	-100%	$4.6M	—	—	—
Martin & Co Inc	N/A	—	65,628	-65,628	-100%	$4.6M	—	—	—
Holocene Advisors, LP	N/A	—	65,406	-65,406	-100%	$4.5M	—	—	—
Russell Investments Group, Ltd.	N/A	—	64,389	-64,389	-100%	$4.5M	—	—	—
Dark Forest Capital Management LP	N/A	—	64,052	-64,052	-100%	$4.4M	—	—	—
Prudential Financial Inc	N/A	—	61,196	-61,196	-100%	$4.2M	—	—	—
Brevan Howard Capital Management LP	N/A	—	60,600	-60,600	-100%	$4.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	58,224	-58,224	-100%	$4.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	52,819	-52,819	-100%	$3.7M	—	—	—
Capital Fund Management S.A.	N/A	—	51,769	-51,769	-100%	$3.6M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	49,081	-49,081	-100%	$3.4M	—	—	—
Martingale Asset Management L P	N/A	—	49,063	-49,063	-100%	$3.4M	—	—	—
Canada Life Assurance Co	N/A	—	48,161	-48,161	-100%	$3.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	44,719	-44,719	-100%	$3.1M	—	—	—
Trexquant Investment LP	N/A	—	44,155	-44,155	-100%	$3.1M	—	—	—
Stifel Financial Corp	N/A	—	44,119	-44,119	-100%	$3.1M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	43,561	-43,561	-100%	$3.0M	—	—	—
Federated Hermes, Inc.	N/A	—	43,010	-43,010	-100%	$3.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	42,940	-42,940	-100%	$3.0M	—	—	—
Algert Global LLC	N/A	—	42,710	-42,710	-100%	$3.0M	—	—	—
Jump Financial, LLC	N/A	—	41,766	-41,766	-100%	$2.9M	—	—	—
CI Investments Inc.	N/A	—	37,240	-37,240	-100%	$2.6M	—	—	—
Bridgewater Associates, LP	N/A	—	35,333	-35,333	-100%	$2.4M	—	—	—
Pathstone Holdings, LLC	N/A	—	34,253	-34,253	-100%	$2.4M	—	—	—
MML Investors Services, LLC	N/A	—	32,175	-32,175	-100%	$2.2M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	31,279	-31,279	-100%	$2.2M	—	—	—
Diversified Trust Co	N/A	—	30,285	-30,285	-100%	$2.1M	—	—	—
Atom Investors LP	N/A	—	30,284	-30,284	-100%	$2.1M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	29,366	-29,366	-100%	$2.0M	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	28,877	-28,877	-100%	$2.0M	—	—	—
Mariner, LLC	N/A	—	28,538	-28,538	-100%	$2.0M	—	—	—
CreativeOne Wealth, LLC	N/A	—	28,015	-28,015	-100%	$1.9M	—	—	—
Boothbay Fund Management, LLC	N/A	—	27,950	-27,950	-100%	$1.9M	—	—	—
Jupiter Topco LLC	N/A	—	27,531	-27,531	-100%	$1.9M	—	—	—
Squarepoint Ops LLC	N/A	—	27,458	-27,458	-100%	$1.9M	—	—	—
Captrust Financial Advisors	N/A	—	27,185	-27,185	-100%	$1.9M	—	—	—
Voya Investment Management LLC	N/A	—	26,818	-26,818	-100%	$1.9M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	26,613	-26,613	-100%	$1.8M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	25,753	-25,753	-100%	$1.8M	—	—	—
Natixis Advisors, LLC	N/A	—	24,849	-24,849	-100%	$1.7M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	23,028	-23,028	-100%	$1.6M	—	—	—
Victory Capital Management Inc	N/A	—	22,590	-22,590	-100%	$1.6M	—	—	—
First Trust Advisors LP	N/A	—	22,485	-22,485	-100%	$1.6M	—	—	—
New York State Common Retirement Fund	N/A	—	21,666	-21,666	-100%	$1.5M	—	—	—
LPL Financial LLC	N/A	—	21,380	-21,380	-100%	$1.5M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	19,611	-19,611	-100%	$1.4M	—	—	—
Horizon Investments, LLC	N/A	—	19,241	-19,241	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	18,398	-18,398	-100%	$1.3M	—	—	—
IEQ Capital, LLC	N/A	—	18,386	-18,386	-100%	$1.3M	—	—	—
Bank of Montreal	N/A	—	18,319	-18,319	-100%	$1.3M	—	—	—
Intech Investment Management LLC	N/A	—	18,314	-18,314	-100%	$1.3M	—	—	—
Cerity Partners LLC	N/A	—	17,863	-17,863	-100%	$1.2M	—	—	—
Level Four Advisory Services, LLC	N/A	—	17,791	-17,791	-100%	$1.2M	—	—	—
Franklin Resources Inc	N/A	—	17,666	-17,666	-100%	$1.2M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	17,650	-17,650	-100%	$1.2M	—	—	—
Edgestream Partners, L.P.	N/A	—	16,718	-16,718	-100%	$1.2M	—	—	—
Freestone Grove Partners LP	N/A	—	16,554	-16,554	-100%	$1.1M	—	—	—
Glenmede Trust Co NA	N/A	—	16,301	-16,301	-100%	$1.1M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	16,050	-16,050	-100%	$1.1M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	15,333	-15,333	-100%	$1.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	15,157	-15,157	-100%	$1.1M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	14,760	-14,760	-100%	$1.0M	—	—	—
Teacher Retirement System of Texas	N/A	—	14,645	-14,645	-100%	$1.0M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	14,100	-14,100	-100%	$977.7K	—	—	—
Acadian Asset Management LLC	N/A	—	13,762	-13,762	-100%	$952.0K	—	—	—
Blair William & Co	N/A	—	13,744	-13,744	-100%	$953.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,603	-12,603	-100%	$873.9K	—	—	—
Zions Bancorporation, National Association	N/A	—	12,195	-12,195	-100%	$845.6K	—	—	—
Qube Research & Technologies Ltd	N/A	—	12,009	-12,009	-100%	$832.7K	—	—	—
Quantinno Capital Management LP	N/A	—	11,798	-11,798	-100%	$818.1K	—	—	—
Talon Private Wealth, LLC	N/A	—	11,727	-11,727	-100%	$813.2K	—	—	—
Advisory Services Network, LLC	N/A	—	11,123	-11,123	-100%	$771.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	10,846	-10,846	-100%	$752.1K	—	—	—
Benjamin Edwards Inc	N/A	—	10,761	-10,761	-100%	$746.1K	—	—	—
South Dakota Investment Council	N/A	—	9,906	-9,906	-100%	$687.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	9,511	-9,511	-100%	$682.2K	—	—	—
Engineers Gate Manager LP	N/A	—	9,459	-9,459	-100%	$655.9K	—	—	—
QRG Capital Management, Inc.	N/A	—	9,305	-9,305	-100%	$645.2K	—	—	—
M&T Bank Corp	N/A	—	8,993	-8,993	-100%	$623.5K	—	—	—
Vident Advisory, LLC	N/A	—	8,887	-8,887	-100%	$616.2K	—	—	—
Voleon Capital Management LP	N/A	—	7,928	-7,928	-100%	$549.7K	—	—	—
Mirabella Financial Services LLP	N/A	—	7,319	-7,319	-100%	$507.5K	—	—	—
Virtus Advisers, LLC	N/A	—	6,718	-6,718	-100%	$465.8K	—	—	—
SageView Advisory Group, LLC	N/A	—	6,544	-6,544	-100%	$453.8K	—	—	—
Bridgefront Capital, LLC	N/A	—	6,473	-6,473	-100%	$448.8K	—	—	—
HSBC Holdings PLC	N/A	—	5,983	-5,983	-100%	$413.7K	—	—	—
HighTower Advisors, LLC	N/A	—	5,982	-5,982	-100%	$414.8K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	5,743	-5,743	-100%	$398.2K	—	—	—
Canada Pension Plan Investment Board	N/A	—	5,600	-5,600	-100%	$388.3K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,590	-5,590	-100%	$388.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,431	-5,431	-100%	$376.6K	—	—	—
Focus Partners Wealth	N/A	—	5,329	-5,329	-100%	$369.5K	—	—	—
Magnetar Financial LLC	N/A	—	5,286	-5,286	-100%	$366.5K	—	—	—
Merit Financial Group, LLC	N/A	—	5,240	-5,240	-100%	$363.3K	—	—	—
Callan Family Office, LLC	N/A	—	4,918	-4,918	-100%	$341.0K	—	—	—
Empowered Funds, LLC	N/A	—	4,690	-4,690	-100%	$325.2K	—	—	—
Great Lakes Advisors, LLC	N/A	—	4,646	-4,646	-100%	$322.2K	—	—	—
TradeLink Capital LLC	N/A	—	4,463	-4,463	-100%	$309.0K	—	—	—
Keebeck Wealth Management	N/A	—	4,451	-4,451	-100%	$308.6K	—	—	—
SG Americas Securities, LLC	N/A	—	4,104	-4,104	-100%	$285.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,094	-4,094	-100%	$283.9K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	4,066	-4,066	-100%	$281.9K	—	—	—
Pure Financial Advisors, LLC	N/A	—	4,062	-4,062	-100%	$281.7K	—	—	—
Weiss Asset Management LP	N/A	—	4,012	-4,012	-100%	$278.2K	—	—	—
&partners	N/A	—	3,969	-3,969	-100%	$275.3K	—	—	—
DnB Asset Management AS	N/A	—	3,672	-3,672	-100%	$254.6K	—	—	—
Vestcor Inc	N/A	—	3,575	-3,575	-100%	$248.0K	—	—	—
Principal Securities, Inc.	N/A	—	3,566	-3,566	-100%	$247.3K	—	—	—
Significant Wealth Partners LLC	N/A	—	3,534	-3,534	-100%	$245.0K	—	—	—
Centiva Capital, LP	N/A	—	3,490	-3,490	-100%	$242.0K	—	—	—
Arax Advisory Partners	N/A	—	3,488	-3,488	-100%	$241.9K	—	—	—
Marco Investment Management LLC	N/A	—	3,465	-3,465	-100%	$240.3K	—	—	—
Personal CFO Solutions, LLC	N/A	—	3,455	-3,455	-100%	$239.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	3,345	-3,345	-100%	$231.9K	—	—	—
iSAM Funds (UK) Ltd	N/A	—	3,200	-3,200	-100%	$221.9K	—	—	—
Nykredit A/S	N/A	—	3,024	-3,024	-100%	$209.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,478	-2,478	-100%	$171.8K	—	—	—
SBI Okasan Asset Management Co.Ltd.	N/A	—	2,000	-2,000	-100%	$140.2K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	1,955	-1,955	-100%	$135.6K	—	—	—
Allworth Financial LP	N/A	—	1,920	-1,920	-100%	$133.1K	—	—	—
Pacer Advisors, Inc.	N/A	—	1,831	-1,831	-100%	$127.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,616	-1,616	-100%	$112.0K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	1,601	-1,601	-100%	$111.0K	—	—	—
Lazard Asset Management LLC	N/A	—	1,480	-1,480	-100%	$102.6K	—	—	—
Eurizon Capital SGR S.p.A.	N/A	—	1,434	-1,434	-100%	$100.6K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,350	-1,350	-100%	$93.6K	—	—	—
Palouse Capital Management, Inc.	N/A	—	1,315	-1,315	-100%	$91.2K	—	—	—
Globeflex Capital L P	N/A	—	1,257	-1,257	-100%	$87.2K	—	—	—
Graticule Asia Macro Advisors LLC	N/A	—	1,124	-1,124	-100%	$77.9K	—	—	—
National Bank of Canada	N/A	—	808	-808	-100%	$56.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	706	-706	-100%	$49.5K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	633	-633	-100%	$171.1K	—	—	—
Huntington National Bank	N/A	—	628	-628	-100%	$43.5K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	533	-533	-100%	$37.0K	—	—	—
Optiver Holding B.V.	N/A	—	502	-502	-100%	$34.8K	—	—	—
UMB Bank, n.a.	N/A	—	477	-477	-100%	$33.1K	—	—	—
Harbour Investments, Inc.	N/A	—	458	-458	-100%	$31.8K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	411	-411	-100%	$28.5K	—	—	—
Kilter Group LLC	N/A	—	361	-361	-100%	$25.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	361	-361	-100%	$26.0K	—	—	—
Rothschild Investment LLC	N/A	—	342	-342	-100%	$23.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	298	-298	-100%	$20.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	294	-294	-100%	$20.4K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	293	-293	-100%	$20	—	—	—
Crewe Advisors LLC	N/A	—	169	-169	-100%	$11.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	166	-166	-100%	$11.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	156	-156	-100%	$10.8K	—	—	—
Whittier Trust Co	N/A	—	155	-155	-100%	$11.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	132	-132	-100%	$9.2K	—	—	—
Quantbot Technologies LP	N/A	—	132	-132	-100%	$9.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	86	-86	-100%	$6.0K	—	—	—
Clearstead Advisors, LLC	N/A	—	80	-80	-100%	$5.5K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	75	-75	-100%	$5.2K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	72	-72	-100%	$5.0K	—	—	—
Quarry LP	N/A	—	58	-58	-100%	$4.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	57	-57	-100%	$4.0K	—	—	—
BFC Planning, Inc.	N/A	—	57	-57	-100%	$4.0K	—	—	—
Manning & Napier Advisors LLC	N/A	—	42	-42	-100%	$2.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	37	-37	-100%	$2.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	24	-24	-100%	$1.7K	—	—	—
Cornerstone Financial Management LLC	N/A	—	23	-23	-100%	$1.6K	—	—	—
Westfuller Advisors, LLC	N/A	—	9	-9	-100%	$614	—	—	—
Bogart Wealth, LLC	N/A	—	9	-9	-100%	$624	—	—	—
Evolution Advisers, Inc.	N/A	—	8	-8	-100%	$0	—	—	—
Investors Portfolio Services LLC	N/A	—	5	-5	-100%	$347	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$347	—	—	—
LRI Investments, LLC	N/A	—	5	-5	-100%	$347	—	—	—
HFM Investment Advisors, LLC	N/A	—	5	-5	-100%	$347	—	—	—
CVA Family Office, LLC	N/A	—	1	-1	-100%	$69	—	—	—

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