Pathward Financial Inc (CASH)

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

Shares1,117,093 from 1,064,854

Change+52,239 (+5%)

Value$79.5M (-$13.2M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares732,053 from 733,095

Change-1,042 (0%)

Value$52.1M (-$11.7M)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

INCREASED

Shares506,415 from 339,293

Change+167,122 (+49%)

Value$37.3M (+$6.9M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares156,087 from 159,872

Change-3,785 (-2%)

Value$11.1M (-$2.8M)

Filed 2026-11-05

Deutsche Bank Ag\

DECREASED

Shares120,970 from 148,115

Change-27,145 (-18%)

Value$8.6M (-$4.3M)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares100,275 from 152,260

Change-51,985 (-34%)

Value$7.1M (-$6.1M)

Filed 2026-11-02

Moody Aldrich Partners LLC

INCREASED

Shares96,864 from 92,961

Change+3,903 (+4%)

Value$6.9M (-$1.2M)

Filed 2026-10-27

First Trust Capital Management L.P.

NEW

Shares86,398

Change+86,398

Value$6.1M

Filed 2026-11-06

Mawer Investment Management Ltd.

DECREASED

Shares65,007 from 271,655

Change-206,648 (-76%)

Value$4.6M (-$19.0M)

Filed 2026-11-06

Guardian Wealth Management, Inc.

INCREASED

Shares58,954 from 57,305

Change+1,649 (+3%)

Value$4.2M (-$795.0K)

Filed 2026-10-30

Rosenthal | Henry Capital Advisors, Inc.

UNCHANGED

Shares52,576 from 52,576

Change0 (0%)

Value$3.7M (-$837.0K)

Filed 2026-10-27

RMR Capital Management, LLC

UNCHANGED

Shares39,077 from 39,077

Change0 (0%)

Value$2.8M (-$622.1K)

Filed 2026-10-23

Russell Investments Group, Ltd.

DECREASED

Shares30,944 from 31,056

Change-112 (0%)

Value$2.2M (-$502.4K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares29,164 from 36,052

Change-6,888 (-19%)

Value$2.1M (-$1.1M)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares28,019 from 17,683

Change+10,336 (+58%)

Value$2.0M (+$453.8K)

Filed 2026-10-16

Oppenheimer Asset Management Inc.

DECREASED

Shares27,229 from 27,463

Change-234 (-1%)

Value$1.9M (-$453.9K)

Filed 2026-10-27

Sippican Capital Advisors

DECREASED

Shares20,134 from 20,135

Change-1 (0%)

Value$1.4M (-$320.6K)

Filed 2026-10-23

Tealwood Asset Management Inc

DECREASED

Shares19,958 from 20,438

Change-480 (-2%)

Value$1.4K (-$359)

Filed 2026-10-13

Virginia Retirement Systems ET Al

DECREASED

Shares16,849 from 19,149

Change-2,300 (-12%)

Value$1.2M (-$468.5K)

Filed 2026-10-28

Wedge Capital Management L L P

INCREASED

Shares15,676 from 13,707

Change+1,969 (+14%)

Value$1.1M (-$78.1K)

Filed 2026-10-13

Barclays PLC

INCREASED

Shares14,697 from 10,597

Change+4,100 (+39%)

Value$1.0M (+$123.0K)

Filed 2026-11-06

Bokf, NA

INCREASED

Shares13,271 from 12,535

Change+736 (+6%)

Value$944.1K (-$147.2K)

Filed 2026-10-27

Thrivent Financial for Lutherans

DECREASED

Shares13,212 from 13,862

Change-650 (-5%)

Value$940 (-$1.2M)

Filed 2026-11-05

Diversified Trust Co

UNCHANGED

Shares11,838 from 11,838

Change0 (0%)

Value$842.2K (-$188.5K)

Filed 2026-11-06

Illinois Municipal Retirement Fund

DECREASED

Shares11,197 from 11,591

Change-394 (-3%)

Value$796.6K (-$212.6K)

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares10,787 from 9,949

Change+838 (+8%)

Value$767.4K (-$98.8K)

Filed 2026-11-05

SummerHaven Investment Management, LLC

INCREASED

Shares10,135 from 9,009

Change+1,126 (+13%)

Value$721.0K (-$63.3K)

Filed 2026-10-19

New York State Teachers Retirement System

DECREASED

Shares9,096 from 9,366

Change-270 (-3%)

Value$647 (-$814.4K)

Filed 2026-10-22

Louisiana State Employees Retirement System

DECREASED

Shares8,800 from 9,300

Change-500 (-5%)

Value$626.0K (-$183.6K)

Filed 2026-10-20

State of Alaska, Department of Revenue

DECREASED

Shares8,637 from 12,201

Change-3,564 (-29%)

Value$613 (-$1.1M)

Filed 2026-10-15

Truist Financial Corp

INCREASED

Shares8,539 from 5,431

Change+3,108 (+57%)

Value$607.5K (+$134.6K)

Filed 2026-10-30

Sheets Smith Wealth Management

UNCHANGED

Shares8,180 from 8,180

Change0 (0%)

Value$582.0K (-$130.2K)

Filed 2026-10-16

LPL Financial LLC

INCREASED

Shares7,856 from 5,198

Change+2,658 (+51%)

Value$558.9K (+$106.3K)

Filed 2026-11-06

Atria Investments, Inc

INCREASED

Shares7,380 from 7,240

Change+140 (+2%)

Value$525.0K (-$105.3K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

NEW

Shares7,090

Change+7,090

Value$511.1K

Filed 2026-10-13

Concurrent Investment Advisors, LLC

INCREASED

Shares6,972 from 6,588

Change+384 (+6%)

Value$496.0K (-$77.5K)

Filed 2026-10-16

Amundi

INCREASED

Shares6,719 from 6,419

Change+300 (+5%)

Value$478.0K (-$80.8K)

Filed 2026-11-06

Arizona State Retirement System

DECREASED

Shares5,944 from 6,005

Change-61 (-1%)

Value$422.9K (-$99.9K)

Filed 2026-11-03

Amalgamated Bank

DECREASED

Shares5,407 from 5,684

Change-277 (-5%)

Value$385 (-$494.6K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

NEW

Shares5,398

Change+5,398

Value$384

Filed 2026-11-02

Yousif Capital Management, LLC

DECREASED

Shares5,237 from 5,718

Change-481 (-8%)

Value$372.6K (-$125.2K)

Filed 2026-10-22

OP Asset Management Ltd

UNCHANGED

Shares5,191 from 5,191

Change0 (0%)

Value$369.3K (-$82.6K)

Filed 2026-11-05

Park Avenue Securities LLC

INCREASED

Shares4,927 from 4,454

Change+473 (+11%)

Value$351 (-$387.6K)

Filed 2026-10-26

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares4,894 from 5,006

Change-112 (-2%)

Value$348.2K (-$87.7K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares4,657 from 4,857

Change-200 (-4%)

Value$331.3K (-$91.6K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares4,645 from 3,069

Change+1,576 (+51%)

Value$330.4K (+$63.3K)

Filed 2026-11-05

US Bancorp \de\

INCREASED

Shares4,487 from 4,418

Change+69 (+2%)

Value$319.2K (-$65.4K)

Filed 2026-11-05

Abel Hall, LLC

INCREASED

Shares4,215 from 4,109

Change+106 (+3%)

Value$299.9K (-$57.9K)

Filed 2026-10-19

Venture Visionary Partners LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$284.6K (-$63.7K)

Filed 2026-10-07

Kestra Advisory Services, LLC

NEW

Shares3,914

Change+3,914

Value$278.5K

Filed 2026-11-02

Pictet Asset Management Holding SA

UNCHANGED

Shares3,528 from 3,528

Change0 (0%)

Value$251.0K (-$56.2K)

Filed 2026-11-03

Verus Capital Partners, LLC

NEW

Shares3,432

Change+3,432

Value$244.2K

Filed 2026-11-03

Axxion S.A.

INCREASED

Shares3,332 from 2,971

Change+361 (+12%)

Value$237.0K (-$21.6K)

Filed 2026-10-22

Clear Harbor Asset Management, LLC

UNCHANGED

Shares2,915 from 2,915

Change0 (0%)

Value$207.4K (-$46.4K)

Filed 2026-11-05

ProShare Advisors LLC

DECREASED

Shares2,911 from 3,072

Change-161 (-5%)

Value$207.1K (-$60.4K)

Filed 2026-10-29

PNC Financial Services Group, Inc.

INCREASED

Shares2,641 from 2,258

Change+383 (+17%)

Value$187.9K (-$8.7K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

INCREASED

Shares2,302 from 2,300

Change+2 (+0%)

Value$163.9K (-$36.5K)

Filed 2026-10-20

Nykredit A/S

UNCHANGED

Shares1,872 from 1,872

Change0 (0%)

Value$133.2K (-$29.8K)

Filed 2026-11-06

Hilltop National Bank

UNCHANGED

Shares1,247 from 1,247

Change0 (0%)

Value$88.7K (-$19.9K)

Filed 2026-10-14

City State Bank

UNCHANGED

Shares1,168 from 1,168

Change0 (0%)

Value$83.1K (-$18.6K)

Filed 2026-10-20

KBC Group NV

UNCHANGED

Shares984 from 984

Change0 (0%)

Value$70 (-$85.9K)

Filed 2026-10-22

First Community Trust NA

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$64.0K (-$14.3K)

Filed 2026-10-07

USAdvisors Wealth Management, LLC

INCREASED

Shares709 from 706

Change+3 (+0%)

Value$514 (+$116)

Filed 2026-10-21

Sterling Capital Management LLC

INCREASED

Shares633 from 177

Change+456 (+258%)

Value$45.0K (+$29.6K)

Filed 2026-10-22

USA Financial Formulas

NEW

Shares548

Change+548

Value$39.0K

Filed 2026-10-16

Signature Equity Partners, LLC

INCREASED

Shares483 from 462

Change+21 (+5%)

Value$34.4K (-$5.8K)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares238 from 120

Change+118 (+98%)

Value$16.9K (+$6.5K)

Filed 2026-10-08

Larson Financial Group LLC

INCREASED

Shares232 from 185

Change+47 (+25%)

Value$16.5K (+$398)

Filed 2026-11-05

Fortitude Family Office, LLC

INCREASED

Shares225 from 49

Change+176 (+359%)

Value$16.0K (+$11.7K)

Filed 2026-10-14

Salomon & Ludwin, LLC

UNCHANGED

Shares209 from 209

Change0 (0%)

Value$14.9K (-$3.9K)

Filed 2026-10-29

Versant Capital Management, Inc

DECREASED

Shares183 from 232

Change-49 (-21%)

Value$13.0K (-$7.2K)

Filed 2026-10-02

UMB Bank, n.a.

DECREASED

Shares132 from 139

Change-7 (-5%)

Value$9.4K (-$2.7K)

Filed 2026-11-06

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares124 from 124

Change0 (0%)

Value$8.8K (-$2.0K)

Filed 2026-10-05

Hilton Head Capital Partners, LLC

UNCHANGED

Shares94 from 94

Change0 (0%)

Value$6.7K (-$1.5K)

Filed 2026-10-23

EverSource Wealth Advisors, LLC

DECREASED

Shares93 from 153

Change-60 (-39%)

Value$6.6K (-$6.7K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares82 from 324

Change-242 (-75%)

Value$5.8K (-$22.4K)

Filed 2026-10-27

IFP Advisors, Inc

INCREASED

Shares75 from 63

Change+12 (+19%)

Value$5.3K (-$149)

Filed 2026-10-16

Blue Trust, Inc.

DECREASED

Shares60 from 130

Change-70 (-54%)

Value$4.3K (-$7.1K)

Filed 2026-10-15

Bell Investment Advisors, Inc

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$4.3K (-$955)

Filed 2026-10-29

Compass Financial Management LLC

DECREASED

Shares54 from 78

Change-24 (-31%)

Value$3.8K (-$3.1K)

Filed 2026-10-30

Assetmark, Inc

DECREASED

Shares47 from 61

Change-14 (-23%)

Value$3.3K (-$2.0K)

Filed 2026-10-21

Parkside Financial Bank & Trust

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$2.8K (-$637)

Filed 2026-10-27

Cullen T Bankers, Inc.

INCREASED

Shares38 from 18

Change+20 (+111%)

Value$2.7K (+$1.1K)

Filed 2026-10-28

Allworth Financial LP

INCREASED

Shares20 from 17

Change+3 (+18%)

Value$1.7K (+$261)

Filed 2026-11-06

Bare Financial Services, Inc

NEW

Shares17

Change+17

Value$1.2K

Filed 2026-11-04

Private Trust Co NA

NEW

Shares16

Change+16

Value$1.1K

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares14

Change+14

Value$996

Filed 2026-10-21

Buck Wealth Strategies, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$783 (-$175)

Filed 2026-10-28

Silver Grove Financial Group, Inc.

INCREASED

Shares10 from 9

Change+1 (+11%)

Value$711 (-$73)

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares7 from 9

Change-2 (-22%)

Value$0 (-$1)

Filed 2026-10-30

Cedar Mountain Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$285 (-$63)

Filed 2026-10-15

Essential Partners LLC

NEW

Shares2

Change+2

Value$142

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$71 (-$103)

Filed 2026-10-29

Hughes Financial Services, LLC

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$77 (-$97)

Filed 2026-10-30

First Citizens Bank & Trust Co

CLOSED

Shares0 from 5,932

Change-5,932 (-100%)

Value$0 (-$516.4K)

Filed 2026-10-14

Alps Advisors Inc

CLOSED

Shares0 from 5,505

Change-5,505 (-100%)

Value$0 (-$479.3K)

Filed 2026-11-03

Procyon Advisors, LLC

CLOSED

Shares0 from 4,178

Change-4,178 (-100%)

Value$0 (-$363.7K)

Filed 2026-10-21

Swiss Life Asset Management Ltd

CLOSED

Shares0 from 3,114

Change-3,114 (-100%)

Value$0 (-$271.1K)

Filed 2026-11-03

Profund Advisors LLC

CLOSED

Shares0 from 2,426

Change-2,426 (-100%)

Value$0 (-$211.2K)

Filed 2026-10-29

Mutual of America Capital Management LLC

CLOSED

Shares0 from 2,418

Change-2,418 (-100%)

Value$0 (-$210.5K)

Filed 2026-10-23

Wedbush Securities Inc

CLOSED

Shares0 from 2,366

Change-2,366 (-100%)

Value$0 (-$206.0K)

Filed 2026-10-22

Simplex Trading, LLC

CLOSED

Shares0 from 71

Change-71 (-100%)

Value$0 (-$6.2K)

Filed 2026-11-04

Parallel Advisors, LLC

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$3.0K)

Filed 2026-11-03

Clearstead Advisors, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$610)

Filed 2026-11-06

Evolution Advisers, Inc.

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 ($0)

Filed 2026-11-06

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$174)

Filed 2026-11-04

Davis Capital Management

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$87)

Filed 2026-10-08

Financial Insights, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$10.7M (-$304.0K)

Filed 2026-10-27

Austin Asset Management Co Inc

UNCHANGED

Shares0 from 0

Change0

Value$29.4M (+$12.8M)

Filed 2026-10-29

Paragon Capital Management Ltd

UNCHANGED

Shares0 from 0

Change0

Value$5.7M (+$3.3M)

Filed 2026-10-09

BlackRock, Inc.

N/A

Shares— from 3,104,464

Change-3,104,464 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,803,772

Change-1,803,772 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,438,880

Change-1,438,880 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,269,975

Change-1,269,975 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 729,199

Change-729,199 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 568,923

Change-568,923 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 443,000

Change-443,000 (-100%)

Value—

Neumeier Poma Investment Counsel LLC

N/A

Shares— from 351,870

Change-351,870 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 297,329

Change-297,329 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 285,040

Change-285,040 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 279,600

Change-279,600 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 268,911

Change-268,911 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 264,013

Change-264,013 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 256,026

Change-256,026 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 245,918

Change-245,918 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 236,711

Change-236,711 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 228,064

Change-228,064 (-100%)

Value—

Elgethun Capital Management

N/A

Shares— from 210,540

Change-210,540 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 208,621

Change-208,621 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 180,973

Change-180,973 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 166,532

Change-166,532 (-100%)

Value—

UBS Group AG

N/A

Shares— from 154,947

Change-154,947 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 145,145

Change-145,145 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 144,359

Change-144,359 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 142,654

Change-142,654 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 138,462

Change-138,462 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 138,067

Change-138,067 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 130,340

Change-130,340 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 128,568

Change-128,568 (-100%)

Value—

Phocas Financial Corp.

N/A

Shares— from 123,662

Change-123,662 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 116,665

Change-116,665 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 113,998

Change-113,998 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 104,005

Change-104,005 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 101,634

Change-101,634 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 101,379

Change-101,379 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 98,349

Change-98,349 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 91,086

Change-91,086 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 88,352

Change-88,352 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 85,691

Change-85,691 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 70,040

Change-70,040 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 69,455

Change-69,455 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 61,231

Change-61,231 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 56,254

Change-56,254 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 55,763

Change-55,763 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 52,287

Change-52,287 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 51,792

Change-51,792 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 51,394

Change-51,394 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 48,951

Change-48,951 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 48,370

Change-48,370 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 43,890

Change-43,890 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 43,600

Change-43,600 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 41,679

Change-41,679 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 39,112

Change-39,112 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 37,953

Change-37,953 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 37,784

Change-37,784 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 37,412

Change-37,412 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 37,028

Change-37,028 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 36,121

Change-36,121 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 34,644

Change-34,644 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 33,839

Change-33,839 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 31,552

Change-31,552 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 31,090

Change-31,090 (-100%)

Value—

Man Group plc

N/A

Shares— from 29,250

Change-29,250 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 28,807

Change-28,807 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 28,415

Change-28,415 (-100%)

Value—

Chou Associates Management Inc.

N/A

Shares— from 27,389

Change-27,389 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 26,633

Change-26,633 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 25,464

Change-25,464 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 24,775

Change-24,775 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 24,382

Change-24,382 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 24,075

Change-24,075 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 23,474

Change-23,474 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 23,416

Change-23,416 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 22,053

Change-22,053 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 21,822

Change-21,822 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 21,798

Change-21,798 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 21,632

Change-21,632 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 21,450

Change-21,450 (-100%)

Value—

Orchard Capital Management, LLC

N/A

Shares— from 21,144

Change-21,144 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 20,200

Change-20,200 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 20,055

Change-20,055 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 19,516

Change-19,516 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 18,980

Change-18,980 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 18,788

Change-18,788 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 17,751

Change-17,751 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 17,705

Change-17,705 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 16,710

Change-16,710 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 16,575

Change-16,575 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16,250

Change-16,250 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 15,540

Change-15,540 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 15,136

Change-15,136 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 14,121

Change-14,121 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 12,744

Change-12,744 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 12,721

Change-12,721 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 12,450

Change-12,450 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 11,902

Change-11,902 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 11,695

Change-11,695 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 11,658

Change-11,658 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 11,053

Change-11,053 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 10,680

Change-10,680 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 10,632

Change-10,632 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 10,445

Change-10,445 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 10,056

Change-10,056 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 9,943

Change-9,943 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 9,885

Change-9,885 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 9,846

Change-9,846 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 9,543

Change-9,543 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 9,214

Change-9,214 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 8,685

Change-8,685 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 8,558

Change-8,558 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 8,452

Change-8,452 (-100%)

Value—

Gator Capital Management, LLC

N/A

Shares— from 8,369

Change-8,369 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 8,233

Change-8,233 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 8,224

Change-8,224 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,019

Change-8,019 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 7,819

Change-7,819 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 7,767

Change-7,767 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 7,613

Change-7,613 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 7,346

Change-7,346 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 7,093

Change-7,093 (-100%)

Value—

&partners

N/A

Shares— from 7,013

Change-7,013 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,869

Change-6,869 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 6,859

Change-6,859 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 6,432

Change-6,432 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,368

Change-6,368 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 6,342

Change-6,342 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 6,232

Change-6,232 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 6,200

Change-6,200 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 6,052

Change-6,052 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 6,043

Change-6,043 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,979

Change-5,979 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 5,975

Change-5,975 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 5,709

Change-5,709 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 5,679

Change-5,679 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 5,548

Change-5,548 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 4,975

Change-4,975 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 4,846

Change-4,846 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,781

Change-4,781 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,530

Change-4,530 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,368

Change-4,368 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,210

Change-4,210 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 4,140

Change-4,140 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 3,870

Change-3,870 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 3,733

Change-3,733 (-100%)

Value—

Allstate Corp

N/A

Shares— from 3,380

Change-3,380 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 3,100

Change-3,100 (-100%)

Value—

denkapparat Operations GmbH

N/A

Shares— from 2,962

Change-2,962 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 2,953

Change-2,953 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 2,902

Change-2,902 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,806

Change-2,806 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,959

Change-1,959 (-100%)

Value—

South Dakota Investment Council

N/A

Shares— from 1,802

Change-1,802 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,554

Change-1,554 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 1,404

Change-1,404 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 1,372

Change-1,372 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,179

Change-1,179 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,168

Change-1,168 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 1,088

Change-1,088 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 1,020

Change-1,020 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 1,018

Change-1,018 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 600

Change-600 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 596

Change-596 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 400

Change-400 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 379

Change-379 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 334

Change-334 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 263

Change-263 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 241

Change-241 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 149

Change-149 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 143

Change-143 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 142

Change-142 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 111

Change-111 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 104

Change-104 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 84

Change-84 (-100%)

Value—

Quarry LP

N/A

Shares— from 42

Change-42 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 38

Change-38 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 11

Change-11 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,117,093	1,064,854	+52,239	+5%	$92.7M	$79.5M	-$13.2M	2026-11-04
Geode Capital Management, LLC	DECREASED	732,053	733,095	-1,042	0%	$63.8M	$52.1M	-$11.7M	2026-11-06
Allspring Global Investments Holdings, LLC	INCREASED	506,415	339,293	+167,122	+49%	$30.4M	$37.3M	+$6.9M	2026-11-04
Bank of New York Mellon Corp	DECREASED	156,087	159,872	-3,785	-2%	$13.9M	$11.1M	-$2.8M	2026-11-05
Deutsche Bank Ag\	DECREASED	120,970	148,115	-27,145	-18%	$12.9M	$8.6M	-$4.3M	2026-11-06
Principal Financial Group Inc	DECREASED	100,275	152,260	-51,985	-34%	$13.3M	$7.1M	-$6.1M	2026-11-02
Moody Aldrich Partners LLC	INCREASED	96,864	92,961	+3,903	+4%	$8.1M	$6.9M	-$1.2M	2026-10-27
First Trust Capital Management L.P.	NEW	86,398	—	+86,398	—	—	$6.1M	—	2026-11-06
Mawer Investment Management Ltd.	DECREASED	65,007	271,655	-206,648	-76%	$23.7M	$4.6M	-$19.0M	2026-11-06
Guardian Wealth Management, Inc.	INCREASED	58,954	57,305	+1,649	+3%	$5.0M	$4.2M	-$795.0K	2026-10-30
Rosenthal \| Henry Capital Advisors, Inc.	UNCHANGED	52,576	52,576	0	0%	$4.6M	$3.7M	-$837.0K	2026-10-27
RMR Capital Management, LLC	UNCHANGED	39,077	39,077	0	0%	$3.4M	$2.8M	-$622.1K	2026-10-23
Russell Investments Group, Ltd.	DECREASED	30,944	31,056	-112	0%	$2.7M	$2.2M	-$502.4K	2026-11-06
Citigroup Inc	DECREASED	29,164	36,052	-6,888	-19%	$3.1M	$2.1M	-$1.1M	2026-11-04
Y-Intercept (Hong Kong) Ltd	INCREASED	28,019	17,683	+10,336	+58%	$1.5M	$2.0M	+$453.8K	2026-10-16
Oppenheimer Asset Management Inc.	DECREASED	27,229	27,463	-234	-1%	$2.4M	$1.9M	-$453.9K	2026-10-27
Sippican Capital Advisors	DECREASED	20,134	20,135	-1	0%	$1.8M	$1.4M	-$320.6K	2026-10-23
Tealwood Asset Management Inc	DECREASED	19,958	20,438	-480	-2%	$1.8K	$1.4K	-$359	2026-10-13
Virginia Retirement Systems ET Al	DECREASED	16,849	19,149	-2,300	-12%	$1.7M	$1.2M	-$468.5K	2026-10-28
Wedge Capital Management L L P	INCREASED	15,676	13,707	+1,969	+14%	$1.2M	$1.1M	-$78.1K	2026-10-13
Barclays PLC	INCREASED	14,697	10,597	+4,100	+39%	$922.6K	$1.0M	+$123.0K	2026-11-06
Bokf, NA	INCREASED	13,271	12,535	+736	+6%	$1.1M	$944.1K	-$147.2K	2026-10-27
Thrivent Financial for Lutherans	DECREASED	13,212	13,862	-650	-5%	$1.2M	$940	-$1.2M	2026-11-05
Diversified Trust Co	UNCHANGED	11,838	11,838	0	0%	$1.0M	$842.2K	-$188.5K	2026-11-06
Illinois Municipal Retirement Fund	DECREASED	11,197	11,591	-394	-3%	$1.0M	$796.6K	-$212.6K	2026-11-05
Fifth Third Bancorp	INCREASED	10,787	9,949	+838	+8%	$866.1K	$767.4K	-$98.8K	2026-11-05
SummerHaven Investment Management, LLC	INCREASED	10,135	9,009	+1,126	+13%	$784.3K	$721.0K	-$63.3K	2026-10-19
New York State Teachers Retirement System	DECREASED	9,096	9,366	-270	-3%	$815.0K	$647	-$814.4K	2026-10-22
Louisiana State Employees Retirement System	DECREASED	8,800	9,300	-500	-5%	$809.7K	$626.0K	-$183.6K	2026-10-20
State of Alaska, Department of Revenue	DECREASED	8,637	12,201	-3,564	-29%	$1.1M	$613	-$1.1M	2026-10-15
Truist Financial Corp	INCREASED	8,539	5,431	+3,108	+57%	$472.8K	$607.5K	+$134.6K	2026-10-30
Sheets Smith Wealth Management	UNCHANGED	8,180	8,180	0	0%	$712.1K	$582.0K	-$130.2K	2026-10-16
LPL Financial LLC	INCREASED	7,856	5,198	+2,658	+51%	$452.5K	$558.9K	+$106.3K	2026-11-06
Atria Investments, Inc	INCREASED	7,380	7,240	+140	+2%	$630.4K	$525.0K	-$105.3K	2026-10-15
Wealth Enhancement Advisory Services, LLC	NEW	7,090	—	+7,090	—	—	$511.1K	—	2026-10-13
Concurrent Investment Advisors, LLC	INCREASED	6,972	6,588	+384	+6%	$573.5K	$496.0K	-$77.5K	2026-10-16
Amundi	INCREASED	6,719	6,419	+300	+5%	$558.8K	$478.0K	-$80.8K	2026-11-06
Arizona State Retirement System	DECREASED	5,944	6,005	-61	-1%	$522.8K	$422.9K	-$99.9K	2026-11-03
Amalgamated Bank	DECREASED	5,407	5,684	-277	-5%	$495.0K	$385	-$494.6K	2026-10-23
Cambridge Investment Research Advisors, Inc.	NEW	5,398	—	+5,398	—	—	$384	—	2026-11-02
Yousif Capital Management, LLC	DECREASED	5,237	5,718	-481	-8%	$497.8K	$372.6K	-$125.2K	2026-10-22
OP Asset Management Ltd	UNCHANGED	5,191	5,191	0	0%	$451.9K	$369.3K	-$82.6K	2026-11-05
Park Avenue Securities LLC	INCREASED	4,927	4,454	+473	+11%	$388.0K	$351	-$387.6K	2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	4,894	5,006	-112	-2%	$435.8K	$348.2K	-$87.7K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	4,657	4,857	-200	-4%	$422.9K	$331.3K	-$91.6K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	4,645	3,069	+1,576	+51%	$267.2K	$330.4K	+$63.3K	2026-11-05
US Bancorp \de\	INCREASED	4,487	4,418	+69	+2%	$384.6K	$319.2K	-$65.4K	2026-11-05
Abel Hall, LLC	INCREASED	4,215	4,109	+106	+3%	$357.7K	$299.9K	-$57.9K	2026-10-19
Venture Visionary Partners LLC	UNCHANGED	4,000	4,000	0	0%	$348.2K	$284.6K	-$63.7K	2026-10-07
Kestra Advisory Services, LLC	NEW	3,914	—	+3,914	—	—	$278.5K	—	2026-11-02
Pictet Asset Management Holding SA	UNCHANGED	3,528	3,528	0	0%	$307.1K	$251.0K	-$56.2K	2026-11-03
Verus Capital Partners, LLC	NEW	3,432	—	+3,432	—	—	$244.2K	—	2026-11-03
Axxion S.A.	INCREASED	3,332	2,971	+361	+12%	$258.7K	$237.0K	-$21.6K	2026-10-22
Clear Harbor Asset Management, LLC	UNCHANGED	2,915	2,915	0	0%	$253.8K	$207.4K	-$46.4K	2026-11-05
ProShare Advisors LLC	DECREASED	2,911	3,072	-161	-5%	$267.4K	$207.1K	-$60.4K	2026-10-29
PNC Financial Services Group, Inc.	INCREASED	2,641	2,258	+383	+17%	$196.6K	$187.9K	-$8.7K	2026-11-06
Nisa Investment Advisors, LLC	INCREASED	2,302	2,300	+2	+0%	$200.4K	$163.9K	-$36.5K	2026-10-20
Nykredit A/S	UNCHANGED	1,872	1,872	0	0%	$163.0K	$133.2K	-$29.8K	2026-11-06
Hilltop National Bank	UNCHANGED	1,247	1,247	0	0%	$108.6K	$88.7K	-$19.9K	2026-10-14
City State Bank	UNCHANGED	1,168	1,168	0	0%	$101.7K	$83.1K	-$18.6K	2026-10-20
KBC Group NV	UNCHANGED	984	984	0	0%	$86.0K	$70	-$85.9K	2026-10-22
First Community Trust NA	UNCHANGED	900	900	0	0%	$78.4K	$64.0K	-$14.3K	2026-10-07
USAdvisors Wealth Management, LLC	INCREASED	709	706	+3	+0%	$398	$514	+$116	2026-10-21
Sterling Capital Management LLC	INCREASED	633	177	+456	+258%	$15.4K	$45.0K	+$29.6K	2026-10-22
USA Financial Formulas	NEW	548	—	+548	—	—	$39.0K	—	2026-10-16
Signature Equity Partners, LLC	INCREASED	483	462	+21	+5%	$40.2K	$34.4K	-$5.8K	2026-10-29
Farther Finance Advisors, LLC	INCREASED	238	120	+118	+98%	$10.4K	$16.9K	+$6.5K	2026-10-08
Larson Financial Group LLC	INCREASED	232	185	+47	+25%	$16.1K	$16.5K	+$398	2026-11-05
Fortitude Family Office, LLC	INCREASED	225	49	+176	+359%	$4.3K	$16.0K	+$11.7K	2026-10-14
Salomon & Ludwin, LLC	UNCHANGED	209	209	0	0%	$18.7K	$14.9K	-$3.9K	2026-10-29
Versant Capital Management, Inc	DECREASED	183	232	-49	-21%	$20.2K	$13.0K	-$7.2K	2026-10-02
UMB Bank, n.a.	DECREASED	132	139	-7	-5%	$12.1K	$9.4K	-$2.7K	2026-11-06
MassMutual Private Wealth & Trust, FSB	UNCHANGED	124	124	0	0%	$10.8K	$8.8K	-$2.0K	2026-10-05
Hilton Head Capital Partners, LLC	UNCHANGED	94	94	0	0%	$8.2K	$6.7K	-$1.5K	2026-10-23
EverSource Wealth Advisors, LLC	DECREASED	93	153	-60	-39%	$13.3K	$6.6K	-$6.7K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	DECREASED	82	324	-242	-75%	$28.2K	$5.8K	-$22.4K	2026-10-27
IFP Advisors, Inc	INCREASED	75	63	+12	+19%	$5.5K	$5.3K	-$149	2026-10-16
Blue Trust, Inc.	DECREASED	60	130	-70	-54%	$11.3K	$4.3K	-$7.1K	2026-10-15
Bell Investment Advisors, Inc	UNCHANGED	60	60	0	0%	$5.2K	$4.3K	-$955	2026-10-29
Compass Financial Management LLC	DECREASED	54	78	-24	-31%	$7.0K	$3.8K	-$3.1K	2026-10-30
Assetmark, Inc	DECREASED	47	61	-14	-23%	$5.3K	$3.3K	-$2.0K	2026-10-21
Parkside Financial Bank & Trust	UNCHANGED	40	40	0	0%	$3.5K	$2.8K	-$637	2026-10-27
Cullen T Bankers, Inc.	INCREASED	38	18	+20	+111%	$1.6K	$2.7K	+$1.1K	2026-10-28
Allworth Financial LP	INCREASED	20	17	+3	+18%	$1.5K	$1.7K	+$261	2026-11-06
Bare Financial Services, Inc	NEW	17	—	+17	—	—	$1.2K	—	2026-11-04
Private Trust Co NA	NEW	16	—	+16	—	—	$1.1K	—	2026-10-20
Root Financial Partners, LLC	NEW	14	—	+14	—	—	$996	—	2026-10-21
Buck Wealth Strategies, LLC	UNCHANGED	11	11	0	0%	$958	$783	-$175	2026-10-28
Silver Grove Financial Group, Inc.	INCREASED	10	9	+1	+11%	$784	$711	-$73	2026-11-05
Covestor Ltd	DECREASED	7	9	-2	-22%	$1	$0	-$1	2026-10-30
Cedar Mountain Advisors, LLC	UNCHANGED	4	4	0	0%	$348	$285	-$63	2026-10-15
Essential Partners LLC	NEW	2	—	+2	—	—	$142	—	2026-10-14
Caitong International Asset Management Co., Ltd	DECREASED	1	2	-1	-50%	$174	$71	-$103	2026-10-29
Hughes Financial Services, LLC	DECREASED	1	2	-1	-50%	$174	$77	-$97	2026-10-30
First Citizens Bank & Trust Co	CLOSED	0	5,932	-5,932	-100%	$516.4K	$0	-$516.4K	2026-10-14
Alps Advisors Inc	CLOSED	0	5,505	-5,505	-100%	$479.3K	$0	-$479.3K	2026-11-03
Procyon Advisors, LLC	CLOSED	0	4,178	-4,178	-100%	$363.7K	$0	-$363.7K	2026-10-21
Swiss Life Asset Management Ltd	CLOSED	0	3,114	-3,114	-100%	$271.1K	$0	-$271.1K	2026-11-03
Profund Advisors LLC	CLOSED	0	2,426	-2,426	-100%	$211.2K	$0	-$211.2K	2026-10-29
Mutual of America Capital Management LLC	CLOSED	0	2,418	-2,418	-100%	$210.5K	$0	-$210.5K	2026-10-23
Wedbush Securities Inc	CLOSED	0	2,366	-2,366	-100%	$206.0K	$0	-$206.0K	2026-10-22
Simplex Trading, LLC	CLOSED	0	71	-71	-100%	$6.2K	$0	-$6.2K	2026-11-04
Parallel Advisors, LLC	CLOSED	0	35	-35	-100%	$3.0K	$0	-$3.0K	2026-11-03
Clearstead Advisors, LLC	CLOSED	0	7	-7	-100%	$610	$0	-$610	2026-11-06
Evolution Advisers, Inc.	CLOSED	0	5	-5	-100%	$0	$0	$0	2026-11-06
Plante Moran Financial Advisors, LLC	CLOSED	0	2	-2	-100%	$174	$0	-$174	2026-11-04
Davis Capital Management	CLOSED	0	1	-1	-100%	$87	$0	-$87	2026-10-08
Financial Insights, Inc.	UNCHANGED	0	0	0	—	$11.0M	$10.7M	-$304.0K	2026-10-27
Austin Asset Management Co Inc	UNCHANGED	0	0	0	—	$16.6M	$29.4M	+$12.8M	2026-10-29
Paragon Capital Management Ltd	UNCHANGED	0	0	0	—	$2.4M	$5.7M	+$3.3M	2026-10-09
BlackRock, Inc.	N/A	—	3,104,464	-3,104,464	-100%	$270.3M	—	—	—
FMR LLC	N/A	—	1,803,772	-1,803,772	-100%	$157.0M	—	—	—
State Street Corp	N/A	—	1,438,880	-1,438,880	-100%	$125.3M	—	—	—
American Century Companies Inc	N/A	—	1,269,975	-1,269,975	-100%	$110.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	729,199	-729,199	-100%	$63.5M	—	—	—
Earnest Partners LLC	N/A	—	568,923	-568,923	-100%	$49.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	443,000	-443,000	-100%	$38.6M	—	—	—
Neumeier Poma Investment Counsel LLC	N/A	—	351,870	-351,870	-100%	$30.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	297,329	-297,329	-100%	$25.9M	—	—	—
JPMorgan Chase & Co	N/A	—	285,040	-285,040	-100%	$24.7M	—	—	—
Bank of America Corp	N/A	—	279,600	-279,600	-100%	$24.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	268,911	-268,911	-100%	$23.4M	—	—	—
New York State Common Retirement Fund	N/A	—	264,013	-264,013	-100%	$23.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	256,026	-256,026	-100%	$22.3M	—	—	—
Morgan Stanley	N/A	—	245,918	-245,918	-100%	$21.4M	—	—	—
Northern Trust Corp	N/A	—	236,711	-236,711	-100%	$20.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	228,064	-228,064	-100%	$19.9M	—	—	—
Elgethun Capital Management	N/A	—	210,540	-210,540	-100%	$18.3M	—	—	—
Clearbridge Investments, LLC	N/A	—	208,621	-208,621	-100%	$18.2M	—	—	—
Panagora Asset Management Inc	N/A	—	180,973	-180,973	-100%	$15.8M	—	—	—
Millennium Management LLC	N/A	—	166,532	-166,532	-100%	$14.5M	—	—	—
UBS Group AG	N/A	—	154,947	-154,947	-100%	$13.5M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	145,145	-145,145	-100%	$12.6M	—	—	—
Two Sigma Investments, LP	N/A	—	144,359	-144,359	-100%	$12.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	142,654	-142,654	-100%	$12.4M	—	—	—
SEI Investments Co	N/A	—	138,462	-138,462	-100%	$12.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	138,067	-138,067	-100%	$12.0M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	130,340	-130,340	-100%	$11.3M	—	—	—
Nuveen, LLC	N/A	—	128,568	-128,568	-100%	$11.2M	—	—	—
Phocas Financial Corp.	N/A	—	123,662	-123,662	-100%	$10.8M	—	—	—
Cerity Partners LLC	N/A	—	116,665	-116,665	-100%	$10.2M	—	—	—
Invesco Ltd.	N/A	—	113,998	-113,998	-100%	$9.9M	—	—	—
Wells Fargo & Company	N/A	—	104,005	-104,005	-100%	$9.1M	—	—	—
Empowered Funds, LLC	N/A	—	101,634	-101,634	-100%	$8.8M	—	—	—
Public Sector Pension Investment Board	N/A	—	101,379	-101,379	-100%	$8.8M	—	—	—
Citadel Advisors LLC	N/A	—	98,349	-98,349	-100%	$8.6M	—	—	—
State of Wisconsin Investment Board	N/A	—	91,086	-91,086	-100%	$7.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	88,352	-88,352	-100%	$7.7M	—	—	—
Wellington Management Group LLP	N/A	—	85,691	-85,691	-100%	$7.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	70,040	-70,040	-100%	$6.1M	—	—	—
Franklin Resources Inc	N/A	—	69,455	-69,455	-100%	$6.0M	—	—	—
Federated Hermes, Inc.	N/A	—	61,231	-61,231	-100%	$5.3M	—	—	—
Raymond James Financial Inc	N/A	—	56,254	-56,254	-100%	$4.9M	—	—	—
Intech Investment Management LLC	N/A	—	55,763	-55,763	-100%	$4.9M	—	—	—
SG Americas Securities, LLC	N/A	—	52,287	-52,287	-100%	$4.6M	—	—	—
Legal & General Group Plc	N/A	—	51,792	-51,792	-100%	$4.5M	—	—	—
Rhumbline Advisers	N/A	—	51,394	-51,394	-100%	$4.5M	—	—	—
Tudor Investment Corp ET AL	N/A	—	48,951	-48,951	-100%	$4.3M	—	—	—
Denali Advisors LLC	N/A	—	48,370	-48,370	-100%	$4.2M	—	—	—
XTX Topco Ltd	N/A	—	43,890	-43,890	-100%	$3.8M	—	—	—
Swiss National Bank	N/A	—	43,600	-43,600	-100%	$3.8M	—	—	—
Voloridge Investment Management, LLC	N/A	—	41,679	-41,679	-100%	$3.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	39,112	-39,112	-100%	$3.4M	—	—	—
Ameriprise Financial Inc	N/A	—	37,953	-37,953	-100%	$3.3M	—	—	—
First Trust Advisors LP	N/A	—	37,784	-37,784	-100%	$3.3M	—	—	—
Trexquant Investment LP	N/A	—	37,412	-37,412	-100%	$3.3M	—	—	—
Kennedy Capital Management LLC	N/A	—	37,028	-37,028	-100%	$3.2M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	36,121	-36,121	-100%	$3.1M	—	—	—
Vident Advisory, LLC	N/A	—	34,644	-34,644	-100%	$3.0M	—	—	—
Numerai GP LLC	N/A	—	33,839	-33,839	-100%	$2.9M	—	—	—
Emerald Investment Advisers, LLC	N/A	—	31,552	-31,552	-100%	$2.7M	—	—	—
Engineers Gate Manager LP	N/A	—	31,090	-31,090	-100%	$2.7M	—	—	—
Man Group plc	N/A	—	29,250	-29,250	-100%	$2.5M	—	—	—
Price T Rowe Associates Inc	N/A	—	28,807	-28,807	-100%	$2.5M	—	—	—
Alliancebernstein L.P.	N/A	—	28,415	-28,415	-100%	$2.5M	—	—	—
Chou Associates Management Inc.	N/A	—	27,389	-27,389	-100%	$2.4M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	26,633	-26,633	-100%	$2.3M	—	—	—
Balyasny Asset Management L.P.	N/A	—	25,464	-25,464	-100%	$2.2M	—	—	—
California State Teachers Retirement System	N/A	—	24,775	-24,775	-100%	$2.2M	—	—	—
Squarepoint Ops LLC	N/A	—	24,382	-24,382	-100%	$2.1M	—	—	—
Natixis Advisors, LLC	N/A	—	24,075	-24,075	-100%	$2.1M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	23,474	-23,474	-100%	$2.0M	—	—	—
WCM Investment Management, LLC	N/A	—	23,416	-23,416	-100%	$2.0M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	22,053	-22,053	-100%	$1.9M	—	—	—
Quantinno Capital Management LP	N/A	—	21,822	-21,822	-100%	$1.9M	—	—	—
Prudential Financial Inc	N/A	—	21,798	-21,798	-100%	$1.9M	—	—	—
Glenmede Trust Co NA	N/A	—	21,632	-21,632	-100%	$1.9M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	21,450	-21,450	-100%	$1.9M	—	—	—
Orchard Capital Management, LLC	N/A	—	21,144	-21,144	-100%	$1.8M	—	—	—
Rafferty Asset Management, LLC	N/A	—	20,200	-20,200	-100%	$1.8M	—	—	—
Jupiter Topco LLC	N/A	—	20,055	-20,055	-100%	$1.7M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	19,516	-19,516	-100%	$1.7M	—	—	—
Point72 Asset Management, L.P.	N/A	—	18,980	-18,980	-100%	$1.7M	—	—	—
Marshall Wace, LLP	N/A	—	18,788	-18,788	-100%	$1.6M	—	—	—
Quantbot Technologies LP	N/A	—	17,751	-17,751	-100%	$1.5M	—	—	—
Brevan Howard Capital Management LP	N/A	—	17,705	-17,705	-100%	$1.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	16,710	-16,710	-100%	$1.5M	—	—	—
Canada Life Assurance Co	N/A	—	16,575	-16,575	-100%	$1.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	16,250	-16,250	-100%	$1.4M	—	—	—
MML Investors Services, LLC	N/A	—	15,540	-15,540	-100%	$1.4M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	15,136	-15,136	-100%	$1.3M	—	—	—
Cambria Investment Management, L.P.	N/A	—	14,121	-14,121	-100%	$1.2M	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	12,744	-12,744	-100%	$1.1M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	12,721	-12,721	-100%	$1.1M	—	—	—
MetLife Investment Management, LLC	N/A	—	12,450	-12,450	-100%	$1.1M	—	—	—
AQR Capital Management LLC	N/A	—	11,902	-11,902	-100%	$1.0M	—	—	—
Aquatic Capital Management LLC	N/A	—	11,695	-11,695	-100%	$1.0M	—	—	—
Tidal Investments LLC	N/A	—	11,658	-11,658	-100%	$1.0M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	11,053	-11,053	-100%	$962.3K	—	—	—
Voya Investment Management LLC	N/A	—	10,680	-10,680	-100%	$929.8K	—	—	—
Pathstone Holdings, LLC	N/A	—	10,632	-10,632	-100%	$925.6K	—	—	—
Freestone Grove Partners LP	N/A	—	10,445	-10,445	-100%	$909.3K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	10,056	-10,056	-100%	$875.5K	—	—	—
Renaissance Technologies LLC	N/A	—	10,000	-10,000	-100%	$870.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	9,943	-9,943	-100%	$865.6K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	9,885	-9,885	-100%	$860.6K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	9,846	-9,846	-100%	$857.2K	—	—	—
Meeder Asset Management Inc	N/A	—	9,543	-9,543	-100%	$830.8K	—	—	—
Jump Financial, LLC	N/A	—	9,214	-9,214	-100%	$802.2K	—	—	—
HRT Financial LP	N/A	—	8,685	-8,685	-100%	$756.0K	—	—	—
HSBC Holdings PLC	N/A	—	8,558	-8,558	-100%	$745.9K	—	—	—
Jain Global LLC	N/A	—	8,452	-8,452	-100%	$735.8K	—	—	—
Gator Capital Management, LLC	N/A	—	8,369	-8,369	-100%	$728.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	8,233	-8,233	-100%	$716.8K	—	—	—
Mirabella Financial Services LLP	N/A	—	8,224	-8,224	-100%	$716.0K	—	—	—
Cetera Investment Advisers	N/A	—	8,019	-8,019	-100%	$698.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	8,000	-8,000	-100%	$696.8K	—	—	—
Guggenheim Capital LLC	N/A	—	7,819	-7,819	-100%	$680.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	7,767	-7,767	-100%	$676.2K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	7,613	-7,613	-100%	$662.8K	—	—	—
Quadrature Capital Ltd	N/A	—	7,346	-7,346	-100%	$639.5K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	7,093	-7,093	-100%	$617.5K	—	—	—
&partners	N/A	—	7,013	-7,013	-100%	$610.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,869	-6,869	-100%	$598.0K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	6,859	-6,859	-100%	$597.1K	—	—	—
Entropy Technologies, LP	N/A	—	6,432	-6,432	-100%	$560.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,368	-6,368	-100%	$554.4K	—	—	—
Victory Capital Management Inc	N/A	—	6,342	-6,342	-100%	$552.1K	—	—	—
Captrust Financial Advisors	N/A	—	6,232	-6,232	-100%	$542.6K	—	—	—
Handelsbanken Fonder AB	N/A	—	6,200	-6,200	-100%	$540	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	6,052	-6,052	-100%	$526.9K	—	—	—
DRW Securities, LLC	N/A	—	6,043	-6,043	-100%	$526.1K	—	—	—
Royal Bank of Canada	N/A	—	5,979	-5,979	-100%	$519.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	5,975	-5,975	-100%	$520.2K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	5,709	-5,709	-100%	$497.0K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	5,679	-5,679	-100%	$495.0K	—	—	—
GSA Capital Partners LLP	N/A	—	5,548	-5,548	-100%	$483.0K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	4,975	-4,975	-100%	$433.1K	—	—	—
AXQ Capital, LP	N/A	—	4,846	-4,846	-100%	$421.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,781	-4,781	-100%	$416.2K	—	—	—
HighTower Advisors, LLC	N/A	—	4,530	-4,530	-100%	$394.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,368	-4,368	-100%	$380.3K	—	—	—
Stifel Financial Corp	N/A	—	4,210	-4,210	-100%	$366.5K	—	—	—
Teacher Retirement System of Texas	N/A	—	4,140	-4,140	-100%	$360.4K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	3,870	-3,870	-100%	$336.9K	—	—	—
Principal Securities, Inc.	N/A	—	3,733	-3,733	-100%	$325.0K	—	—	—
Allstate Corp	N/A	—	3,380	-3,380	-100%	$294.3K	—	—	—
Canada Pension Plan Investment Board	N/A	—	3,100	-3,100	-100%	$269.9K	—	—	—
denkapparat Operations GmbH	N/A	—	2,962	-2,962	-100%	$257.9K	—	—	—
Hancock Whitney Corp	N/A	—	2,953	-2,953	-100%	$257.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	2,902	-2,902	-100%	$252.6K	—	—	—
Neuberger Berman Group LLC	N/A	—	2,806	-2,806	-100%	$244.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,959	-1,959	-100%	$170.6K	—	—	—
South Dakota Investment Council	N/A	—	1,802	-1,802	-100%	$157.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,554	-1,554	-100%	$135.3K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	1,404	-1,404	-100%	$122.2K	—	—	—
Brown Brothers Harriman & Co	N/A	—	1,372	-1,372	-100%	$119.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,179	-1,179	-100%	$102.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,168	-1,168	-100%	$101.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	1,088	-1,088	-100%	$94.8K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	1,020	-1,020	-100%	$88.8K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	1,018	-1,018	-100%	$88.6K	—	—	—
Harbour Investments, Inc.	N/A	—	600	-600	-100%	$52.2K	—	—	—
Bessemer Group Inc	N/A	—	596	-596	-100%	$52.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	400	-400	-100%	$34.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	379	-379	-100%	$33.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	334	-334	-100%	$28.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	263	-263	-100%	$22.9K	—	—	—
Vision Retirement, LLC	N/A	—	241	-241	-100%	$21.0K	—	—	—
Optiver Holding B.V.	N/A	—	149	-149	-100%	$13.0K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	143	-143	-100%	$12.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	142	-142	-100%	$12.4K	—	—	—
Arax Advisory Partners	N/A	—	111	-111	-100%	$9.7K	—	—	—
Ancora Advisors LLCA	N/A	—	104	-104	-100%	$9.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	84	-84	-100%	$7.3K	—	—	—
Quarry LP	N/A	—	42	-42	-100%	$3.7K	—	—	—
LRI Investments, LLC	N/A	—	38	-38	-100%	$3.3K	—	—	—
Picton Mahoney Asset Management	N/A	—	38	-38	-100%	$3.3K	—	—	—
Rothschild Investment LLC	N/A	—	35	-35	-100%	$3.0K	—	—	—
Colonial Trust Co / SC	N/A	—	35	-35	-100%	$3.0K	—	—	—
Bogart Wealth, LLC	N/A	—	27	-27	-100%	$2.4K	—	—	—
Westfuller Advisors, LLC	N/A	—	21	-21	-100%	$1.8K	—	—	—
Advisors Asset Management, Inc.	N/A	—	11	-11	-100%	$958	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2	-2	-100%	$174	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$87	—	—	—
Pure Financial Advisors, LLC	N/A	—	0	0	—	$73.1M	—	—	—

Showing 296 of 296 institutions