Middlesex Water Co (MSEX)

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

Shares351,004 from 348,430

Change+2,574 (+1%)

Value$18.6M (-$974.9K)

Filed 2026-11-04

Ledgewood Wealth Advisors, LLC

DECREASED

Shares244,989 from 254,016

Change-9,027 (-4%)

Value$13.0M (-$1.3M)

Filed 2026-10-09

TSP Capital Management Group, LLC

INCREASED

Shares221,590 from 211,037

Change+10,553 (+5%)

Value$11.7M (-$114.2K)

Filed 2026-10-15

ProShare Advisors LLC

INCREASED

Shares177,733 from 131,066

Change+46,667 (+36%)

Value$9.4M (+$2.1M)

Filed 2026-10-29

Bank of New York Mellon Corp

DECREASED

Shares172,675 from 179,021

Change-6,346 (-4%)

Value$9.1M (-$907.2K)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares127,052 from 107,530

Change+19,522 (+18%)

Value$6.7M (+$691.1K)

Filed 2026-11-02

Penn Capital Management Company, LLC

INCREASED

Shares55,585 from 54,308

Change+1,277 (+2%)

Value$2.9M (-$105.6K)

Filed 2026-11-04

Exchange Traded Concepts, LLC

INCREASED

Shares44,185 from 42,912

Change+1,273 (+3%)

Value$2.3M (-$69.5K)

Filed 2026-10-28

Oppenheimer & Co Inc

INCREASED

Shares29,066 from 27,692

Change+1,374 (+5%)

Value$1.5M (-$15.6K)

Filed 2026-10-26

Assenagon Asset Management S.A.

NEW

Shares20,905

Change+20,905

Value$1.1M

Filed 2026-10-15

CenterBook Partners LP

INCREASED

Shares13,735 from 13,639

Change+96 (+1%)

Value$727.5K (-$38.4K)

Filed 2026-11-02

Thrivent Financial for Lutherans

DECREASED

Shares11,985 from 12,230

Change-245 (-2%)

Value$635 (-$686.4K)

Filed 2026-11-05

Inspire Investing, LLC

DECREASED

Shares11,979 from 11,993

Change-14 (0%)

Value$634.5K (-$39.0K)

Filed 2026-10-22

Daiwa Securities Group Inc.

INCREASED

Shares9,628 from 9,207

Change+421 (+5%)

Value$510.0K (-$7.1K)

Filed 2026-10-29

Illinois Municipal Retirement Fund

INCREASED

Shares9,316 from 9,160

Change+156 (+2%)

Value$493.5K (-$21.0K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares9,259 from 9,344

Change-85 (-1%)

Value$490.4K (-$34.3K)

Filed 2026-11-02

New York State Teachers Retirement System

UNCHANGED

Shares9,011 from 9,011

Change0 (0%)

Value$477 (-$505.5K)

Filed 2026-10-22

Madrona Financial Services, LLC

NEW

Shares8,937

Change+8,937

Value$473.4K

Filed 2026-10-23

Parcion Private Wealth LLC

INCREASED

Shares8,616 from 8,456

Change+160 (+2%)

Value$456.4K (-$18.5K)

Filed 2026-10-28

Louisiana State Employees Retirement System

DECREASED

Shares8,000 from 8,200

Change-200 (-2%)

Value$423.8K (-$36.8K)

Filed 2026-10-20

Gamma Investing LLC

INCREASED

Shares6,420 from 5,667

Change+753 (+13%)

Value$340.1K (+$21.8K)

Filed 2026-10-08

Guyasuta Investment Advisors Inc

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$317.8K (-$19.1K)

Filed 2026-10-15

Atria Investments, Inc

INCREASED

Shares5,709 from 5,595

Change+114 (+2%)

Value$302.4K (-$11.8K)

Filed 2026-10-15

Farmers & Merchants Trust Co of Long Beach

UNCHANGED

Shares5,579 from 5,579

Change0 (0%)

Value$295.5K (-$17.8K)

Filed 2026-10-22

Creative Planning

NEW

Shares5,526

Change+5,526

Value$292.7K

Filed 2026-11-02

Arizona State Retirement System

INCREASED

Shares5,247 from 5,127

Change+120 (+2%)

Value$277.9K (-$10.0K)

Filed 2026-11-03

Perigon Wealth Management, LLC

INCREASED

Shares5,122 from 4,979

Change+143 (+3%)

Value$271.3K (-$8.3K)

Filed 2026-10-22

Kestra Advisory Services, LLC

INCREASED

Shares5,101 from 5,070

Change+31 (+1%)

Value$270.2K (-$14.6K)

Filed 2026-11-02

Amalgamated Bank

DECREASED

Shares4,880 from 4,970

Change-90 (-2%)

Value$258 (-$278.7K)

Filed 2026-10-23

Yousif Capital Management, LLC

INCREASED

Shares4,723 from 4,561

Change+162 (+4%)

Value$250.2K (-$6.0K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares4,440 from 4,416

Change+24 (+1%)

Value$235.2K (-$12.8K)

Filed 2026-11-03

Clean Yield Group

UNCHANGED

Shares4,350 from 4,350

Change0 (0%)

Value$230.4K (-$13.9K)

Filed 2026-10-28

Ethic Inc.

INCREASED

Shares4,315 from 4,082

Change+233 (+6%)

Value$228.6K (-$678)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,286 from 3,736

Change+550 (+15%)

Value$227.5K (+$22.0K)

Filed 2026-10-13

Fifth Third Bancorp

INCREASED

Shares4,235 from 4,065

Change+170 (+4%)

Value$224.3K (-$4.0K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares4,216 from 11,244

Change-7,028 (-62%)

Value$223.3K (-$408.1K)

Filed 2026-11-04

Oregon Public Employees Retirement Fund

UNCHANGED

Shares4,214 from 4,214

Change0 (0%)

Value$223.2K (-$13.4K)

Filed 2026-10-30

Maryland State Retirement & Pension System

NEW

Shares4,120

Change+4,120

Value$218.2K

Filed 2026-11-05

Pictet Asset Management Holding SA

DECREASED

Shares4,075 from 4,363

Change-288 (-7%)

Value$215.9K (-$29.2K)

Filed 2026-11-03

State of Alaska, Department of Revenue

DECREASED

Shares3,769 from 6,667

Change-2,898 (-43%)

Value$199 (-$343.8K)

Filed 2026-10-15

Armstrong Advisory Group, Inc

INCREASED

Shares3,559 from 3,553

Change+6 (+0%)

Value$188.5K (-$11.0K)

Filed 2026-10-09

Harbor Capital Advisors, Inc.

INCREASED

Shares3,233 from 2,978

Change+255 (+9%)

Value$171 (-$166.8K)

Filed 2026-10-22

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares2,187 from 2,187

Change0 (0%)

Value$115.8K (-$7.0K)

Filed 2026-10-27

State of Wyoming

NEW

Shares1,230

Change+1,230

Value$65.2K

Filed 2026-10-28

Pathway Financial Advisers, LLC

NEW

Shares994

Change+994

Value$52.7K

Filed 2026-10-27

Versant Capital Management, Inc

INCREASED

Shares987 from 682

Change+305 (+45%)

Value$52.3K (+$14.0K)

Filed 2026-10-02

City State Bank

UNCHANGED

Shares967 from 967

Change0 (0%)

Value$51.2K (-$3.1K)

Filed 2026-10-20

Concord Wealth Partners

INCREASED

Shares927 from 925

Change+2 (+0%)

Value$49.1K (-$2.8K)

Filed 2026-11-02

KBC Group NV

UNCHANGED

Shares857 from 857

Change0 (0%)

Value$45 (-$48.0K)

Filed 2026-10-22

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares719 from 727

Change-8 (-1%)

Value$38.1K (-$2.7K)

Filed 2026-10-27

Costello Asset Management, Inc

INCREASED

Shares701 from 695

Change+6 (+1%)

Value$37.1K (-$1.9K)

Filed 2026-10-30

North Star Investment Management Corp.

UNCHANGED

Shares625 from 625

Change0 (0%)

Value$33.1K (-$2.0K)

Filed 2026-10-27

DekaBank Deutsche Girozentrale

NEW

Shares614

Change+614

Value$32

Filed 2026-10-27

Jacobi Capital Management LLC

NEW

Shares613

Change+613

Value$32.5K

Filed 2026-11-05

US Bancorp \de\

INCREASED

Shares589 from 427

Change+162 (+38%)

Value$31.2K (+$7.2K)

Filed 2026-11-05

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares472 from 472

Change0 (0%)

Value$25.0K (-$1.5K)

Filed 2026-11-05

Salomon & Ludwin, LLC

UNCHANGED

Shares453 from 453

Change0 (0%)

Value$24.0K (-$1.6K)

Filed 2026-10-29

Nisa Investment Advisors, LLC

INCREASED

Shares432 from 412

Change+20 (+5%)

Value$22.9K (-$255)

Filed 2026-10-20

DeDora Capital, Inc.

NEW

Shares392

Change+392

Value$20.8K

Filed 2026-10-26

Sterling Capital Management LLC

DECREASED

Shares368 from 376

Change-8 (-2%)

Value$19.5K (-$1.6K)

Filed 2026-10-22

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares368 from 368

Change0 (0%)

Value$19.5K (-$1.2K)

Filed 2026-10-13

Central Trust Co

DECREASED

Shares347 from 425

Change-78 (-18%)

Value$18.4K (-$5.5K)

Filed 2026-11-05

Ares Financial Consulting, LLC

UNCHANGED

Shares341 from 341

Change0 (0%)

Value$18.1K (-$1.1K)

Filed 2026-10-19

Hanson & Doremus Investment Management

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$16 (-$17.0K)

Filed 2026-10-16

Rosenberg Matthew Hamilton

UNCHANGED

Shares259 from 259

Change0 (0%)

Value$13.7K (-$826)

Filed 2026-10-05

Farther Finance Advisors, LLC

INCREASED

Shares251 from 231

Change+20 (+9%)

Value$13.3K (+$325)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares246 from 231

Change+15 (+6%)

Value$13.0K (+$57)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares240 from 240

Change0 (0%)

Value$12.7K (-$765)

Filed 2026-10-05

Essential Partners LLC

INCREASED

Shares178 from 164

Change+14 (+9%)

Value$9.4K (+$219)

Filed 2026-10-14

Larson Financial Group LLC

INCREASED

Shares150 from 89

Change+61 (+69%)

Value$8.0K (+$3.0K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares144 from 110

Change+34 (+31%)

Value$7.6K (+$1.5K)

Filed 2026-10-16

Parallel Advisors, LLC

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$7.4K (-$446)

Filed 2026-11-03

Signaturefd, LLC

DECREASED

Shares127 from 203

Change-76 (-37%)

Value$6.7K (-$4.7K)

Filed 2026-10-23

SJS Investment Consulting Inc.

INCREASED

Shares107 from 101

Change+6 (+6%)

Value$5.7K (-$5)

Filed 2026-10-26

Capital Advisors, Ltd. LLC

DECREASED

Shares87 from 89

Change-2 (-2%)

Value$5 ($0)

Filed 2026-10-27

Fortitude Family Office, LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$2.8K (-$169)

Filed 2026-10-14

GK Wealth Management LLC

NEW

Shares52

Change+52

Value$2.8K

Filed 2026-10-09

Tributary Capital Management, LLC

NEW

Shares50

Change+50

Value$2.6K

Filed 2026-10-28

Elyxium Wealth, LLC

NEW

Shares48

Change+48

Value$2.5K

Filed 2026-10-27

Farmers & Merchants Investments Inc

INCREASED

Shares20 from 12

Change+8 (+67%)

Value$1.1K (+$385)

Filed 2026-10-22

Provenance Wealth Advisors, LLC

NEW

Shares17

Change+17

Value$900

Filed 2026-10-30

Private Wealth Management Group, LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$848 (-$51)

Filed 2026-10-19

Ascentis Wealth Management, LLC

NEW

Shares14

Change+14

Value$741

Filed 2026-11-03

Physician Wealth Advisors, Inc.

NEW

Shares13

Change+13

Value$689

Filed 2026-10-20

Pension & Wealth Management Advisors, Inc.

NEW

Shares12

Change+12

Value$636

Filed 2026-10-16

Parkside Financial Bank & Trust

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$636 (-$38)

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

DECREASED

Shares8 from 659

Change-651 (-99%)

Value$424 (-$36.6K)

Filed 2026-10-29

UMB Private Wealth Management, LLC

NEW

Shares7

Change+7

Value$371

Filed 2026-10-19

JFS Wealth Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$318 (-$19)

Filed 2026-11-03

TFC Financial Management, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$279 (-$15)

Filed 2026-10-26

Covestor Ltd

DECREASED

Shares4 from 6

Change-2 (-33%)

Value$0 ($0)

Filed 2026-10-30

Valley National Advisers Inc

NEW

Shares3

Change+3

Value$159

Filed 2026-10-23

Root Financial Partners, LLC

NEW

Shares3

Change+3

Value$159

Filed 2026-10-21

Davis Capital Management

INCREASED

Shares3 from 1

Change+2 (+200%)

Value$159 (+$103)

Filed 2026-10-08

Hughes Financial Services, LLC

DECREASED

Shares3 from 4

Change-1 (-25%)

Value$166 (-$59)

Filed 2026-10-30

Quaker Wealth Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$159 (-$10)

Filed 2026-10-22

Cedar Mountain Advisors, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$159 (-$9)

Filed 2026-10-15

Abound Wealth Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$106 (-$7)

Filed 2026-10-26

Gilpin Wealth Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$106 (-$7)

Filed 2026-10-09

Financial Consulate, Inc

NEW

Shares1

Change+1

Value$53

Filed 2026-10-23

SBI Securities Co., Ltd.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$53 (-$3)

Filed 2026-10-22

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,536

Change-2,536 (-100%)

Value$0 (-$143.5K)

Filed 2026-11-02

NBT Bank, N.A.

CLOSED

Shares0 from 820

Change-820 (-100%)

Value$0 (-$46.1K)

Filed 2026-10-21

Tsfg, LLC

CLOSED

Shares0 from 290

Change-290 (-100%)

Value$0 (-$16)

Filed 2026-10-23

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$562)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$509)

Filed 2026-10-16

Assetmark, Inc

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$393)

Filed 2026-10-21

BlackRock, Inc.

N/A

Shares— from 3,134,461

Change-3,134,461 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,746,560

Change-1,746,560 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 1,604,067

Change-1,604,067 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,101,704

Change-1,101,704 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 802,323

Change-802,323 (-100%)

Value—

State Street Corp

N/A

Shares— from 798,240

Change-798,240 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 513,809

Change-513,809 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 500,555

Change-500,555 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 437,504

Change-437,504 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 280,212

Change-280,212 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 222,747

Change-222,747 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 193,653

Change-193,653 (-100%)

Value—

Zimmer Partners, LP

N/A

Shares— from 176,903

Change-176,903 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 163,002

Change-163,002 (-100%)

Value—

Mirova

N/A

Shares— from 159,067

Change-159,067 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 141,624

Change-141,624 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 129,345

Change-129,345 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 123,103

Change-123,103 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 110,813

Change-110,813 (-100%)

Value—

Cramer Rosenthal Mcglynn LLC

N/A

Shares— from 108,192

Change-108,192 (-100%)

Value—

Nuance Investments, LLC

N/A

Shares— from 85,830

Change-85,830 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 84,708

Change-84,708 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 83,621

Change-83,621 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 63,956

Change-63,956 (-100%)

Value—

Dean Investment Associates, LLC

N/A

Shares— from 59,951

Change-59,951 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 57,101

Change-57,101 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 51,146

Change-51,146 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 44,402

Change-44,402 (-100%)

Value—

Dean Capital Management

N/A

Shares— from 43,543

Change-43,543 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 41,679

Change-41,679 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 40,437

Change-40,437 (-100%)

Value—

UBS Group AG

N/A

Shares— from 39,513

Change-39,513 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 37,436

Change-37,436 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 37,262

Change-37,262 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 36,963

Change-36,963 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 36,195

Change-36,195 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 29,878

Change-29,878 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 29,716

Change-29,716 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 29,036

Change-29,036 (-100%)

Value—

Northstar Asset Management Inc

N/A

Shares— from 27,967

Change-27,967 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 25,933

Change-25,933 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 25,540

Change-25,540 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 24,418

Change-24,418 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 23,276

Change-23,276 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 22,705

Change-22,705 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 22,605

Change-22,605 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 21,681

Change-21,681 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 21,212

Change-21,212 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 20,876

Change-20,876 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 19,350

Change-19,350 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,278

Change-19,278 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 18,884

Change-18,884 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 17,370

Change-17,370 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 17,227

Change-17,227 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 16,274

Change-16,274 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 16,178

Change-16,178 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 15,716

Change-15,716 (-100%)

Value—

Magellan Asset Management Ltd

N/A

Shares— from 15,503

Change-15,503 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 15,266

Change-15,266 (-100%)

Value—

Storebrand Asset Management AS

N/A

Shares— from 14,715

Change-14,715 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 13,945

Change-13,945 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 13,169

Change-13,169 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 11,958

Change-11,958 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,734

Change-11,734 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 11,202

Change-11,202 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 10,927

Change-10,927 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 10,856

Change-10,856 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 10,580

Change-10,580 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 10,515

Change-10,515 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 9,756

Change-9,756 (-100%)

Value—

Amundi

N/A

Shares— from 8,272

Change-8,272 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 7,777

Change-7,777 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 7,448

Change-7,448 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 7,197

Change-7,197 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 6,969

Change-6,969 (-100%)

Value—

Cullen Capital Management, LLC

N/A

Shares— from 6,943

Change-6,943 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 6,878

Change-6,878 (-100%)

Value—

Blackhill Capital Inc

N/A

Shares— from 6,666

Change-6,666 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 6,123

Change-6,123 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,782

Change-5,782 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,763

Change-5,763 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 5,702

Change-5,702 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,509

Change-5,509 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 5,301

Change-5,301 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,231

Change-5,231 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 4,927

Change-4,927 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 4,791

Change-4,791 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,663

Change-4,663 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 4,566

Change-4,566 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 4,527

Change-4,527 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 4,430

Change-4,430 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 4,361

Change-4,361 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,184

Change-4,184 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 4,035

Change-4,035 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 4,033

Change-4,033 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 3,940

Change-3,940 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 3,919

Change-3,919 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 3,903

Change-3,903 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 3,900

Change-3,900 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 3,895

Change-3,895 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 3,672

Change-3,672 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,545

Change-3,545 (-100%)

Value—

Barclays PLC

N/A

Shares— from 3,076

Change-3,076 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,966

Change-2,966 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,330

Change-2,330 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,691

Change-1,691 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,625

Change-1,625 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 1,332

Change-1,332 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,274

Change-1,274 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,039

Change-1,039 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 971

Change-971 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 775

Change-775 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 756

Change-756 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 615

Change-615 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 560

Change-560 (-100%)

Value—

Lummis Asset Management, LP

N/A

Shares— from 550

Change-550 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 547

Change-547 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 480

Change-480 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 442

Change-442 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 406

Change-406 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 348

Change-348 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 345

Change-345 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 307

Change-307 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 165

Change-165 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 118

Change-118 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 56

Change-56 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 42

Change-42 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Quarry LP

N/A

Shares— from 33

Change-33 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 16

Change-16 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 13

Change-13 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	351,004	348,430	+2,574	+1%	$19.6M	$18.6M	-$974.9K	2026-11-04
Ledgewood Wealth Advisors, LLC	DECREASED	244,989	254,016	-9,027	-4%	$14.3M	$13.0M	-$1.3M	2026-10-09
TSP Capital Management Group, LLC	INCREASED	221,590	211,037	+10,553	+5%	$11.9M	$11.7M	-$114.2K	2026-10-15
ProShare Advisors LLC	INCREASED	177,733	131,066	+46,667	+36%	$7.4M	$9.4M	+$2.1M	2026-10-29
Bank of New York Mellon Corp	DECREASED	172,675	179,021	-6,346	-4%	$10.1M	$9.1M	-$907.2K	2026-11-05
Principal Financial Group Inc	INCREASED	127,052	107,530	+19,522	+18%	$6.0M	$6.7M	+$691.1K	2026-11-02
Penn Capital Management Company, LLC	INCREASED	55,585	54,308	+1,277	+2%	$3.0M	$2.9M	-$105.6K	2026-11-04
Exchange Traded Concepts, LLC	INCREASED	44,185	42,912	+1,273	+3%	$2.4M	$2.3M	-$69.5K	2026-10-28
Oppenheimer & Co Inc	INCREASED	29,066	27,692	+1,374	+5%	$1.6M	$1.5M	-$15.6K	2026-10-26
Assenagon Asset Management S.A.	NEW	20,905	—	+20,905	—	—	$1.1M	—	2026-10-15
CenterBook Partners LP	INCREASED	13,735	13,639	+96	+1%	$766.0K	$727.5K	-$38.4K	2026-11-02
Thrivent Financial for Lutherans	DECREASED	11,985	12,230	-245	-2%	$687.0K	$635	-$686.4K	2026-11-05
Inspire Investing, LLC	DECREASED	11,979	11,993	-14	0%	$673.5K	$634.5K	-$39.0K	2026-10-22
Daiwa Securities Group Inc.	INCREASED	9,628	9,207	+421	+5%	$517.1K	$510.0K	-$7.1K	2026-10-29
Illinois Municipal Retirement Fund	INCREASED	9,316	9,160	+156	+2%	$514.4K	$493.5K	-$21.0K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	9,259	9,344	-85	-1%	$524.7K	$490.4K	-$34.3K	2026-11-02
New York State Teachers Retirement System	UNCHANGED	9,011	9,011	0	0%	$506.0K	$477	-$505.5K	2026-10-22
Madrona Financial Services, LLC	NEW	8,937	—	+8,937	—	—	$473.4K	—	2026-10-23
Parcion Private Wealth LLC	INCREASED	8,616	8,456	+160	+2%	$474.9K	$456.4K	-$18.5K	2026-10-28
Louisiana State Employees Retirement System	DECREASED	8,000	8,200	-200	-2%	$460.5K	$423.8K	-$36.8K	2026-10-20
Gamma Investing LLC	INCREASED	6,420	5,667	+753	+13%	$318.3K	$340.1K	+$21.8K	2026-10-08
Guyasuta Investment Advisors Inc	UNCHANGED	6,000	6,000	0	0%	$337.0K	$317.8K	-$19.1K	2026-10-15
Atria Investments, Inc	INCREASED	5,709	5,595	+114	+2%	$314.2K	$302.4K	-$11.8K	2026-10-15
Farmers & Merchants Trust Co of Long Beach	UNCHANGED	5,579	5,579	0	0%	$313.3K	$295.5K	-$17.8K	2026-10-22
Creative Planning	NEW	5,526	—	+5,526	—	—	$292.7K	—	2026-11-02
Arizona State Retirement System	INCREASED	5,247	5,127	+120	+2%	$287.9K	$277.9K	-$10.0K	2026-11-03
Perigon Wealth Management, LLC	INCREASED	5,122	4,979	+143	+3%	$279.6K	$271.3K	-$8.3K	2026-10-22
Kestra Advisory Services, LLC	INCREASED	5,101	5,070	+31	+1%	$284.8K	$270.2K	-$14.6K	2026-11-02
Amalgamated Bank	DECREASED	4,880	4,970	-90	-2%	$279.0K	$258	-$278.7K	2026-10-23
Yousif Capital Management, LLC	INCREASED	4,723	4,561	+162	+4%	$256.1K	$250.2K	-$6.0K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	4,440	4,416	+24	+1%	$248.0K	$235.2K	-$12.8K	2026-11-03
Clean Yield Group	UNCHANGED	4,350	4,350	0	0%	$244.3K	$230.4K	-$13.9K	2026-10-28
Ethic Inc.	INCREASED	4,315	4,082	+233	+6%	$229.3K	$228.6K	-$678	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	4,286	3,736	+550	+15%	$205.5K	$227.5K	+$22.0K	2026-10-13
Fifth Third Bancorp	INCREASED	4,235	4,065	+170	+4%	$228.3K	$224.3K	-$4.0K	2026-11-05
Citigroup Inc	DECREASED	4,216	11,244	-7,028	-62%	$631.5K	$223.3K	-$408.1K	2026-11-04
Oregon Public Employees Retirement Fund	UNCHANGED	4,214	4,214	0	0%	$236.7K	$223.2K	-$13.4K	2026-10-30
Maryland State Retirement & Pension System	NEW	4,120	—	+4,120	—	—	$218.2K	—	2026-11-05
Pictet Asset Management Holding SA	DECREASED	4,075	4,363	-288	-7%	$245.0K	$215.9K	-$29.2K	2026-11-03
State of Alaska, Department of Revenue	DECREASED	3,769	6,667	-2,898	-43%	$344.0K	$199	-$343.8K	2026-10-15
Armstrong Advisory Group, Inc	INCREASED	3,559	3,553	+6	+0%	$199.5K	$188.5K	-$11.0K	2026-10-09
Harbor Capital Advisors, Inc.	INCREASED	3,233	2,978	+255	+9%	$167.0K	$171	-$166.8K	2026-10-22
Cassaday & Co Wealth Management LLC	UNCHANGED	2,187	2,187	0	0%	$122.8K	$115.8K	-$7.0K	2026-10-27
State of Wyoming	NEW	1,230	—	+1,230	—	—	$65.2K	—	2026-10-28
Pathway Financial Advisers, LLC	NEW	994	—	+994	—	—	$52.7K	—	2026-10-27
Versant Capital Management, Inc	INCREASED	987	682	+305	+45%	$38.3K	$52.3K	+$14.0K	2026-10-02
City State Bank	UNCHANGED	967	967	0	0%	$54.3K	$51.2K	-$3.1K	2026-10-20
Concord Wealth Partners	INCREASED	927	925	+2	+0%	$52.0K	$49.1K	-$2.8K	2026-11-02
KBC Group NV	UNCHANGED	857	857	0	0%	$48.0K	$45	-$48.0K	2026-10-22
Pinnacle Wealth Planning Services, Inc.	DECREASED	719	727	-8	-1%	$40.8K	$38.1K	-$2.7K	2026-10-27
Costello Asset Management, Inc	INCREASED	701	695	+6	+1%	$39.0K	$37.1K	-$1.9K	2026-10-30
North Star Investment Management Corp.	UNCHANGED	625	625	0	0%	$35.1K	$33.1K	-$2.0K	2026-10-27
DekaBank Deutsche Girozentrale	NEW	614	—	+614	—	—	$32	—	2026-10-27
Jacobi Capital Management LLC	NEW	613	—	+613	—	—	$32.5K	—	2026-11-05
US Bancorp \de\	INCREASED	589	427	+162	+38%	$24.0K	$31.2K	+$7.2K	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	472	472	0	0%	$26.5K	$25.0K	-$1.5K	2026-11-05
Salomon & Ludwin, LLC	UNCHANGED	453	453	0	0%	$25.6K	$24.0K	-$1.6K	2026-10-29
Nisa Investment Advisors, LLC	INCREASED	432	412	+20	+5%	$23.1K	$22.9K	-$255	2026-10-20
DeDora Capital, Inc.	NEW	392	—	+392	—	—	$20.8K	—	2026-10-26
Sterling Capital Management LLC	DECREASED	368	376	-8	-2%	$21.1K	$19.5K	-$1.6K	2026-10-22
Beacon Investment Advisory Services, Inc.	UNCHANGED	368	368	0	0%	$20.7K	$19.5K	-$1.2K	2026-10-13
Central Trust Co	DECREASED	347	425	-78	-18%	$23.9K	$18.4K	-$5.5K	2026-11-05
Ares Financial Consulting, LLC	UNCHANGED	341	341	0	0%	$19.2K	$18.1K	-$1.1K	2026-10-19
Hanson & Doremus Investment Management	UNCHANGED	300	300	0	0%	$17.0K	$16	-$17.0K	2026-10-16
Rosenberg Matthew Hamilton	UNCHANGED	259	259	0	0%	$14.5K	$13.7K	-$826	2026-10-05
Farther Finance Advisors, LLC	INCREASED	251	231	+20	+9%	$13.0K	$13.3K	+$325	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	246	231	+15	+6%	$13.0K	$13.0K	+$57	2026-11-04
MassMutual Private Wealth & Trust, FSB	UNCHANGED	240	240	0	0%	$13.5K	$12.7K	-$765	2026-10-05
Essential Partners LLC	INCREASED	178	164	+14	+9%	$9.2K	$9.4K	+$219	2026-10-14
Larson Financial Group LLC	INCREASED	150	89	+61	+69%	$5.0K	$8.0K	+$3.0K	2026-11-05
IFP Advisors, Inc	INCREASED	144	110	+34	+31%	$6.2K	$7.6K	+$1.5K	2026-10-16
Parallel Advisors, LLC	UNCHANGED	140	140	0	0%	$7.9K	$7.4K	-$446	2026-11-03
Signaturefd, LLC	DECREASED	127	203	-76	-37%	$11.4K	$6.7K	-$4.7K	2026-10-23
SJS Investment Consulting Inc.	INCREASED	107	101	+6	+6%	$5.7K	$5.7K	-$5	2026-10-26
Capital Advisors, Ltd. LLC	DECREASED	87	89	-2	-2%	$5	$5	$0	2026-10-27
Fortitude Family Office, LLC	UNCHANGED	53	53	0	0%	$3.0K	$2.8K	-$169	2026-10-14
GK Wealth Management LLC	NEW	52	—	+52	—	—	$2.8K	—	2026-10-09
Tributary Capital Management, LLC	NEW	50	—	+50	—	—	$2.6K	—	2026-10-28
Elyxium Wealth, LLC	NEW	48	—	+48	—	—	$2.5K	—	2026-10-27
Farmers & Merchants Investments Inc	INCREASED	20	12	+8	+67%	$674	$1.1K	+$385	2026-10-22
Provenance Wealth Advisors, LLC	NEW	17	—	+17	—	—	$900	—	2026-10-30
Private Wealth Management Group, LLC	UNCHANGED	16	16	0	0%	$899	$848	-$51	2026-10-19
Ascentis Wealth Management, LLC	NEW	14	—	+14	—	—	$741	—	2026-11-03
Physician Wealth Advisors, Inc.	NEW	13	—	+13	—	—	$689	—	2026-10-20
Pension & Wealth Management Advisors, Inc.	NEW	12	—	+12	—	—	$636	—	2026-10-16
Parkside Financial Bank & Trust	UNCHANGED	12	12	0	0%	$674	$636	-$38	2026-10-27
Caitong International Asset Management Co., Ltd	DECREASED	8	659	-651	-99%	$37.0K	$424	-$36.6K	2026-10-29
UMB Private Wealth Management, LLC	NEW	7	—	+7	—	—	$371	—	2026-10-19
JFS Wealth Advisors, LLC	UNCHANGED	6	6	0	0%	$337	$318	-$19	2026-11-03
TFC Financial Management, Inc.	UNCHANGED	5	5	0	0%	$294	$279	-$15	2026-10-26
Covestor Ltd	DECREASED	4	6	-2	-33%	$0	$0	$0	2026-10-30
Valley National Advisers Inc	NEW	3	—	+3	—	—	$159	—	2026-10-23
Root Financial Partners, LLC	NEW	3	—	+3	—	—	$159	—	2026-10-21
Davis Capital Management	INCREASED	3	1	+2	+200%	$56	$159	+$103	2026-10-08
Hughes Financial Services, LLC	DECREASED	3	4	-1	-25%	$225	$166	-$59	2026-10-30
Quaker Wealth Management, LLC	UNCHANGED	3	3	0	0%	$169	$159	-$10	2026-10-22
Cedar Mountain Advisors, LLC	UNCHANGED	3	3	0	0%	$168	$159	-$9	2026-10-15
Abound Wealth Management	UNCHANGED	2	2	0	0%	$113	$106	-$7	2026-10-26
Gilpin Wealth Management, LLC	UNCHANGED	2	2	0	0%	$113	$106	-$7	2026-10-09
Financial Consulate, Inc	NEW	1	—	+1	—	—	$53	—	2026-10-23
SBI Securities Co., Ltd.	UNCHANGED	1	1	0	0%	$56	$53	-$3	2026-10-22
International Assets Investment Management, LLC	CLOSED	0	2,536	-2,536	-100%	$143.5K	$0	-$143.5K	2026-11-02
NBT Bank, N.A.	CLOSED	0	820	-820	-100%	$46.1K	$0	-$46.1K	2026-10-21
Tsfg, LLC	CLOSED	0	290	-290	-100%	$16	$0	-$16	2026-10-23
Plante Moran Financial Advisors, LLC	CLOSED	0	10	-10	-100%	$562	$0	-$562	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	9	-9	-100%	$509	$0	-$509	2026-10-16
Assetmark, Inc	CLOSED	0	7	-7	-100%	$393	$0	-$393	2026-10-21
BlackRock, Inc.	N/A	—	3,134,461	-3,134,461	-100%	$176.0M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	1,746,560	-1,746,560	-100%	$98.1M	—	—	—
Neuberger Berman Group LLC	N/A	—	1,604,067	-1,604,067	-100%	$90.1M	—	—	—
Morgan Stanley	N/A	—	1,101,704	-1,101,704	-100%	$61.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	802,323	-802,323	-100%	$45.1M	—	—	—
State Street Corp	N/A	—	798,240	-798,240	-100%	$44.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	513,809	-513,809	-100%	$28.9M	—	—	—
Geode Capital Management, LLC	N/A	—	500,555	-500,555	-100%	$28.1M	—	—	—
Legal & General Group Plc	N/A	—	437,504	-437,504	-100%	$24.6M	—	—	—
Invesco Ltd.	N/A	—	280,212	-280,212	-100%	$15.7M	—	—	—
Northern Trust Corp	N/A	—	222,747	-222,747	-100%	$12.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	193,653	-193,653	-100%	$10.9M	—	—	—
Zimmer Partners, LP	N/A	—	176,903	-176,903	-100%	$9.9M	—	—	—
Two Sigma Investments, LP	N/A	—	163,002	-163,002	-100%	$9.2M	—	—	—
Mirova	N/A	—	159,067	-159,067	-100%	$8.9M	—	—	—
First Manhattan Co. Llc.	N/A	—	141,624	-141,624	-100%	$8.0M	—	—	—
Jupiter Topco LLC	N/A	—	129,345	-129,345	-100%	$7.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	123,103	-123,103	-100%	$6.9M	—	—	—
Renaissance Technologies LLC	N/A	—	110,813	-110,813	-100%	$6.2M	—	—	—
Cramer Rosenthal Mcglynn LLC	N/A	—	108,192	-108,192	-100%	$6.1M	—	—	—
Nuance Investments, LLC	N/A	—	85,830	-85,830	-100%	$4.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	84,708	-84,708	-100%	$4.8M	—	—	—
AQR Capital Management LLC	N/A	—	83,621	-83,621	-100%	$4.7M	—	—	—
Public Sector Pension Investment Board	N/A	—	63,956	-63,956	-100%	$3.6M	—	—	—
Dean Investment Associates, LLC	N/A	—	59,951	-59,951	-100%	$3.4M	—	—	—
Nuveen, LLC	N/A	—	57,101	-57,101	-100%	$3.2M	—	—	—
Quantinno Capital Management LP	N/A	—	51,146	-51,146	-100%	$2.9M	—	—	—
Rhumbline Advisers	N/A	—	44,402	-44,402	-100%	$2.5M	—	—	—
Dean Capital Management	N/A	—	43,543	-43,543	-100%	$2.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	41,679	-41,679	-100%	$2.3M	—	—	—
Bank of America Corp	N/A	—	40,437	-40,437	-100%	$2.3M	—	—	—
UBS Group AG	N/A	—	39,513	-39,513	-100%	$2.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	37,436	-37,436	-100%	$2.1M	—	—	—
Swiss National Bank	N/A	—	37,262	-37,262	-100%	$2.1M	—	—	—
Ameriprise Financial Inc	N/A	—	36,963	-36,963	-100%	$2.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	36,195	-36,195	-100%	$2.0M	—	—	—
Baird Financial Group, Inc.	N/A	—	29,878	-29,878	-100%	$1.7M	—	—	—
Citadel Advisors LLC	N/A	—	29,716	-29,716	-100%	$1.7M	—	—	—
TD Asset Management Inc	N/A	—	29,036	-29,036	-100%	$1.6M	—	—	—
Northstar Asset Management Inc	N/A	—	27,967	-27,967	-100%	$1.6M	—	—	—
Alliancebernstein L.P.	N/A	—	25,933	-25,933	-100%	$1.3M	—	—	—
JPMorgan Chase & Co	N/A	—	25,540	-25,540	-100%	$1.4M	—	—	—
HighTower Advisors, LLC	N/A	—	24,418	-24,418	-100%	$1.4M	—	—	—
SG Americas Securities, LLC	N/A	—	23,276	-23,276	-100%	$1.3M	—	—	—
Legato Capital Management LLC	N/A	—	22,705	-22,705	-100%	$1.3M	—	—	—
LPL Financial LLC	N/A	—	22,605	-22,605	-100%	$1.3M	—	—	—
California State Teachers Retirement System	N/A	—	21,681	-21,681	-100%	$1.2M	—	—	—
Raymond James Financial Inc	N/A	—	21,212	-21,212	-100%	$1.2M	—	—	—
Deutsche Bank Ag\	N/A	—	20,876	-20,876	-100%	$1.2M	—	—	—
Gabelli Funds LLC	N/A	—	19,350	-19,350	-100%	$1.1M	—	—	—
Wells Fargo & Company	N/A	—	19,278	-19,278	-100%	$1.1M	—	—	—
Prudential Financial Inc	N/A	—	18,884	-18,884	-100%	$1.1M	—	—	—
Canada Life Assurance Co	N/A	—	17,370	-17,370	-100%	$975.0K	—	—	—
Odyssean, LLC	N/A	—	17,227	-17,227	-100%	$967.5K	—	—	—
Private Advisor Group, LLC	N/A	—	16,274	-16,274	-100%	$914.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	16,178	-16,178	-100%	$908.6K	—	—	—
American Century Companies Inc	N/A	—	15,716	-15,716	-100%	$882.6K	—	—	—
Magellan Asset Management Ltd	N/A	—	15,503	-15,503	-100%	$870.6K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	15,266	-15,266	-100%	$857.3K	—	—	—
Storebrand Asset Management AS	N/A	—	14,715	-14,715	-100%	$826.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	13,945	-13,945	-100%	$783.2K	—	—	—
Franklin Resources Inc	N/A	—	13,169	-13,169	-100%	$739.6K	—	—	—
Russell Investments Group, Ltd.	N/A	—	11,958	-11,958	-100%	$671.6K	—	—	—
Mariner, LLC	N/A	—	11,734	-11,734	-100%	$659.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	11,202	-11,202	-100%	$629.1K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	10,927	-10,927	-100%	$613.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	10,856	-10,856	-100%	$609.7K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	10,580	-10,580	-100%	$594.2K	—	—	—
Tidal Investments LLC	N/A	—	10,515	-10,515	-100%	$590.5K	—	—	—
Atom Investors LP	N/A	—	9,756	-9,756	-100%	$547.9K	—	—	—
Amundi	N/A	—	8,272	-8,272	-100%	$464.6K	—	—	—
XTX Topco Ltd	N/A	—	7,777	-7,777	-100%	$436.8K	—	—	—
New York State Common Retirement Fund	N/A	—	7,448	-7,448	-100%	$418.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	7,197	-7,197	-100%	$404.2K	—	—	—
Cerity Partners LLC	N/A	—	6,969	-6,969	-100%	$391.4K	—	—	—
Cullen Capital Management, LLC	N/A	—	6,943	-6,943	-100%	$389.9K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	6,878	-6,878	-100%	$386.3K	—	—	—
Blackhill Capital Inc	N/A	—	6,666	-6,666	-100%	$374.4K	—	—	—
Captrust Financial Advisors	N/A	—	6,123	-6,123	-100%	$343.9K	—	—	—
FMR LLC	N/A	—	5,782	-5,782	-100%	$324.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,763	-5,763	-100%	$323.7K	—	—	—
Two Sigma Securities, LLC	N/A	—	5,702	-5,702	-100%	$320.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,509	-5,509	-100%	$309.4K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	5,301	-5,301	-100%	$297.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,231	-5,231	-100%	$293.8K	—	—	—
Teton Advisors, LLC	N/A	—	5,000	-5,000	-100%	$280.8K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	4,927	-4,927	-100%	$276.7K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	4,791	-4,791	-100%	$269.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,663	-4,663	-100%	$262.0K	—	—	—
Jane Street Group, LLC	N/A	—	4,566	-4,566	-100%	$256.4K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	4,527	-4,527	-100%	$254.0K	—	—	—
SEI Investments Co	N/A	—	4,430	-4,430	-100%	$248.8K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	4,361	-4,361	-100%	$245.0K	—	—	—
Royal Bank of Canada	N/A	—	4,184	-4,184	-100%	$236.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	4,035	-4,035	-100%	$226.6K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	4,033	-4,033	-100%	$226.5K	—	—	—
Voya Investment Management LLC	N/A	—	3,940	-3,940	-100%	$221.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	3,919	-3,919	-100%	$220.1K	—	—	—
Glenmede Trust Co NA	N/A	—	3,903	-3,903	-100%	$219.2K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	3,900	-3,900	-100%	$219.0K	—	—	—
IEQ Capital, LLC	N/A	—	3,895	-3,895	-100%	$218.7K	—	—	—
Jain Global LLC	N/A	—	3,672	-3,672	-100%	$206.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,545	-3,545	-100%	$199.1K	—	—	—
Barclays PLC	N/A	—	3,076	-3,076	-100%	$172.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,966	-2,966	-100%	$167.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,500	-2,500	-100%	$140.4K	—	—	—
Arax Advisory Partners	N/A	—	2,330	-2,330	-100%	$130.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,691	-1,691	-100%	$95.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,625	-1,625	-100%	$91.3K	—	—	—
ST Germain D J Co Inc	N/A	—	1,332	-1,332	-100%	$74.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,274	-1,274	-100%	$71.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,039	-1,039	-100%	$58.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	971	-971	-100%	$54.5K	—	—	—
Allworth Financial LP	N/A	—	775	-775	-100%	$43.5K	—	—	—
Harbour Investments, Inc.	N/A	—	756	-756	-100%	$42.5K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	615	-615	-100%	$34.5K	—	—	—
BFC Planning, Inc.	N/A	—	560	-560	-100%	$31.4K	—	—	—
Lummis Asset Management, LP	N/A	—	550	-550	-100%	$30.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	547	-547	-100%	$30.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	480	-480	-100%	$26.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	442	-442	-100%	$24.8K	—	—	—
Nykredit A/S	N/A	—	406	-406	-100%	$22.8K	—	—	—
SHP Wealth Management	N/A	—	348	-348	-100%	$19.5K	—	—	—
Quantbot Technologies LP	N/A	—	345	-345	-100%	$19.4K	—	—	—
Bessemer Group Inc	N/A	—	307	-307	-100%	$18	—	—	—
Hantz Financial Services, Inc.	N/A	—	165	-165	-100%	$9	—	—	—
UMB Bank, n.a.	N/A	—	118	-118	-100%	$6.6K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	66	-66	-100%	$3.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	60	-60	-100%	$3.4K	—	—	—
Rothschild Investment LLC	N/A	—	56	-56	-100%	$3.1K	—	—	—
Brown Brothers Harriman & Co	N/A	—	42	-42	-100%	$2.4K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	35	-35	-100%	$2.0K	—	—	—
Quarry LP	N/A	—	33	-33	-100%	$1.9K	—	—	—
Anchor Investment Management, LLC	N/A	—	21	-21	-100%	$1.2K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	16	-16	-100%	$917	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	13	-13	-100%	$730	—	—	—
Clearstead Advisors, LLC	N/A	—	13	-13	-100%	$731	—	—	—
Ankerstar Wealth, LLC	N/A	—	7	-7	-100%	$393	—	—	—
Investors Portfolio Services LLC	N/A	—	6	-6	-100%	$337	—	—	—
Evolution Advisers, Inc.	N/A	—	2	-2	-100%	$0	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$56	—	—	—

Showing 248 of 248 institutions