Moelis & Co (MC)

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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Wasatch Advisors LP

DECREASED

Shares2,334,025 from 3,246,593

Change-912,568 (-28%)

Value$134.3M (-$78.1M)

Filed 2026-10-13

Dimensional Fund Advisors LP

INCREASED

Shares1,426,132 from 1,345,514

Change+80,618 (+6%)

Value$82.0M (-$6.0M)

Filed 2026-11-04

Channing Capital Management, LLC

DECREASED

Shares1,281,707 from 1,338,234

Change-56,527 (-4%)

Value$73.7M (-$13.8M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares764,129 from 1,000,415

Change-236,286 (-24%)

Value$44.0M (-$21.5M)

Filed 2026-11-05

Fort Washington Investment Advisors Inc

INCREASED

Shares503,899 from 412,153

Change+91,746 (+22%)

Value$29.0M (+$2.0M)

Filed 2026-10-15

Tributary Capital Management, LLC

DECREASED

Shares437,992 from 459,690

Change-21,698 (-5%)

Value$25.2M (-$4.9M)

Filed 2026-10-28

Capital Management Corp

INCREASED

Shares386,250 from 367,076

Change+19,174 (+5%)

Value$22.2M (-$1.8M)

Filed 2026-10-29

Principal Financial Group Inc

DECREASED

Shares359,027 from 363,650

Change-4,623 (-1%)

Value$20.7M (-$3.1M)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares286,161 from 283,885

Change+2,276 (+1%)

Value$16.1M (-$2.0M)

Filed 2026-10-13

Penn Capital Management Company, LLC

DECREASED

Shares207,495 from 210,064

Change-2,569 (-1%)

Value$12.0M (-$1.8M)

Filed 2026-11-04

Palisades Investment Partners, LLC

INCREASED

Shares96,142 from 84,500

Change+11,642 (+14%)

Value$5.5M (+$2.1K)

Filed 2026-11-03

Regions Financial Corp

DECREASED

Shares80,034 from 82,564

Change-2,530 (-3%)

Value$4.6M (-$797.8K)

Filed 2026-11-05

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares70,599 from 62,151

Change+8,448 (+14%)

Value$4.1M (-$5.1K)

Filed 2026-11-03

B. Metzler seel. Sohn & Co. AG

DECREASED

Shares56,436 from 71,989

Change-15,553 (-22%)

Value$3.2M (-$1.5M)

Filed 2026-10-30

Alps Advisors Inc

DECREASED

Shares53,043 from 94,704

Change-41,661 (-44%)

Value$3.1M (-$3.1M)

Filed 2026-11-03

Thrivent Financial for Lutherans

DECREASED

Shares47,116 from 48,839

Change-1,723 (-4%)

Value$2.7K (-$3.2M)

Filed 2026-11-05

Verdence Capital Advisors LLC

INCREASED

Shares44,976 from 43,848

Change+1,128 (+3%)

Value$2.6M (-$281.5K)

Filed 2026-10-26

Stackstone Wealth, LLC

NEW

Shares44,530

Change+44,530

Value$2.6M

Filed 2026-10-19

Oppenheimer Asset Management Inc.

DECREASED

Shares42,160 from 53,041

Change-10,881 (-21%)

Value$2.4M (-$1.0M)

Filed 2026-10-27

Illinois Municipal Retirement Fund

INCREASED

Shares39,701 from 39,264

Change+437 (+1%)

Value$2.3M (-$285.0K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares35,965 from 38,509

Change-2,544 (-7%)

Value$2.1M (-$450.5K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares31,600 from 32,600

Change-1,000 (-3%)

Value$1.8M (-$315.1K)

Filed 2026-10-20

Moran Wealth Management, LLC

INCREASED

Shares30,419 from 30,409

Change+10 (+0%)

Value$1.7M (-$239.7K)

Filed 2026-10-22

Knights of Columbus Asset Advisors LLC

INCREASED

Shares29,825 from 29,687

Change+138 (+0%)

Value$1.7M (-$226.6K)

Filed 2026-11-05

Salvus Wealth Management, LLC

DECREASED

Shares28,928 from 29,689

Change-761 (-3%)

Value$1.7M (-$278.3K)

Filed 2026-10-13

Strs Ohio

INCREASED

Shares27,600 from 19,700

Change+7,900 (+40%)

Value$1.6M (+$298.8K)

Filed 2026-10-30

State of New Jersey Common Pension Fund D

DECREASED

Shares26,111 from 30,994

Change-4,883 (-16%)

Value$1.5M (-$525.7K)

Filed 2026-11-05

Harbor Capital Advisors, Inc.

INCREASED

Shares25,210 from 23,441

Change+1,769 (+8%)

Value$1.5K (-$1.5M)

Filed 2026-10-22

State of Alaska, Department of Revenue

DECREASED

Shares24,992 from 37,281

Change-12,289 (-33%)

Value$1.4K (-$2.4M)

Filed 2026-10-15

New York State Teachers Retirement System

DECREASED

Shares22,604 from 23,074

Change-470 (-2%)

Value$1.3K (-$1.5M)

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares20,956 from 20,263

Change+693 (+3%)

Value$1.2M (-$120.2K)

Filed 2026-11-03

Atria Investments, Inc

DECREASED

Shares19,792 from 20,338

Change-546 (-3%)

Value$1.1M (-$192.1K)

Filed 2026-10-15

Yousif Capital Management, LLC

DECREASED

Shares19,655 from 20,600

Change-945 (-5%)

Value$1.1M (-$217.1K)

Filed 2026-10-22

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares19,562 from 20,525

Change-963 (-5%)

Value$1.1M (-$217.5K)

Filed 2026-10-13

Amalgamated Bank

DECREASED

Shares19,243 from 20,005

Change-762 (-4%)

Value$1.1K (-$1.3M)

Filed 2026-10-23

Campbell Newman Asset Management Inc

INCREASED

Shares18,238 from 17,673

Change+565 (+3%)

Value$1.0M (-$107.1K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares17,454 from 17,637

Change-183 (-1%)

Value$1.0M (-$149.9K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares16,596 from 16,896

Change-300 (-2%)

Value$954.6K (-$150.7K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares16,566 from 10,817

Change+5,749 (+53%)

Value$952.9K (+$245.2K)

Filed 2026-11-05

Novem Group

INCREASED

Shares16,548 from 15,858

Change+690 (+4%)

Value$951.9K (-$85.5K)

Filed 2026-10-19

Savant Capital, LLC

NEW

Shares16,423

Change+16,423

Value$944.7K

Filed 2026-11-06

Diversify Wealth Management, LLC

DECREASED

Shares12,285 from 14,462

Change-2,177 (-15%)

Value$679.6K (-$300.6K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares12,285 from 14,462

Change-2,177 (-15%)

Value$679.6K (-$300.6K)

Filed 2026-10-20

Pictet Asset Management Holding SA

INCREASED

Shares12,220 from 11,495

Change+725 (+6%)

Value$702.9K (-$49.1K)

Filed 2026-11-03

US Bancorp \de\

INCREASED

Shares11,905 from 11,757

Change+148 (+1%)

Value$684.8K (-$84.4K)

Filed 2026-11-05

Indivisible Partners

INCREASED

Shares11,852 from 10,823

Change+1,029 (+10%)

Value$681.7K (-$26.3K)

Filed 2026-10-26

Quantum Private Wealth, LLC

DECREASED

Shares11,273 from 11,314

Change-41 (0%)

Value$648.4K (-$91.7K)

Filed 2026-10-20

Truist Financial Corp

DECREASED

Shares10,866 from 11,061

Change-195 (-2%)

Value$625.0K (-$98.6K)

Filed 2026-10-30

ProShare Advisors LLC

DECREASED

Shares10,338 from 10,756

Change-418 (-4%)

Value$594.6K (-$109.0K)

Filed 2026-10-29

Citigroup Inc

DECREASED

Shares10,106 from 41,989

Change-31,883 (-76%)

Value$581.3K (-$2.2M)

Filed 2026-11-04

Naples Global Advisors, LLC

INCREASED

Shares9,466 from 9,341

Change+125 (+1%)

Value$544.5K (-$66.6K)

Filed 2026-11-05

Impact Capital Partners LLC

DECREASED

Shares9,398 from 9,877

Change-479 (-5%)

Value$540.6K (-$105.6K)

Filed 2026-10-22

Kestra Private Wealth Services, LLC

INCREASED

Shares8,933 from 8,419

Change+514 (+6%)

Value$513.8K (-$36.9K)

Filed 2026-10-30

Mutual of America Capital Management LLC

DECREASED

Shares8,453 from 8,518

Change-65 (-1%)

Value$486.2K (-$71.0K)

Filed 2026-10-23

Curated Wealth Partners LLC

DECREASED

Shares8,309 from 11,008

Change-2,699 (-25%)

Value$477.9K (-$242.2K)

Filed 2026-10-15

Peak Financial Advisors LLC

DECREASED

Shares7,998 from 8,423

Change-425 (-5%)

Value$460.0K (-$91.0K)

Filed 2026-10-28

State of Wyoming

DECREASED

Shares7,983 from 11,778

Change-3,795 (-32%)

Value$459.2K (-$311.3K)

Filed 2026-10-28

Xponance LLC

DECREASED

Shares7,197 from 7,456

Change-259 (-3%)

Value$414.0K (-$73.8K)

Filed 2026-11-03

Strata Wealth Advisors, LLC

DECREASED

Shares7,191 from 10,929

Change-3,738 (-34%)

Value$413.6K (-$301.3K)

Filed 2026-10-16

Kestra Investment Management, LLC

DECREASED

Shares7,167 from 8,002

Change-835 (-10%)

Value$412.2K (-$111.2K)

Filed 2026-11-04

Keybank National Association

INCREASED

Shares7,155 from 6,450

Change+705 (+11%)

Value$411.6K (-$10.4K)

Filed 2026-11-04

Fulton Bank, N.A.

INCREASED

Shares7,031 from 6,931

Change+100 (+1%)

Value$404.4K (-$49.0K)

Filed 2026-10-14

Elevation Point Wealth Partners, LLC

INCREASED

Shares7,016 from 6,934

Change+82 (+1%)

Value$403.5K (-$50.1K)

Filed 2026-11-05

D.A. Davidson & Co.

INCREASED

Shares6,749 from 6,717

Change+32 (+0%)

Value$388.2K (-$51.2K)

Filed 2026-10-28

Greenwood Capital Associates LLC

DECREASED

Shares6,530 from 7,266

Change-736 (-10%)

Value$375.6K (-$99.7K)

Filed 2026-10-27

iA Global Asset Management Inc.

NEW

Shares6,077

Change+6,077

Value$350

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares5,824 from 7,914

Change-2,090 (-26%)

Value$335.0K (-$182.7K)

Filed 2026-11-02

First Citizens Bank & Trust Co

NEW

Shares5,544

Change+5,544

Value$318.9K

Filed 2026-10-14

Creative Planning

DECREASED

Shares5,467 from 6,678

Change-1,211 (-18%)

Value$314.5K (-$122.4K)

Filed 2026-11-02

Capital Investment Advisory Services, LLC

INCREASED

Shares5,232 from 5,227

Change+5 (+0%)

Value$300.9K (-$41.0K)

Filed 2026-10-30

Choreo, LLC

DECREASED

Shares4,933 from 5,255

Change-322 (-6%)

Value$283.7K (-$60.1K)

Filed 2026-10-28

Swiss Life Asset Management Ltd

INCREASED

Shares4,911 from 4,713

Change+198 (+4%)

Value$282.5K (-$25.8K)

Filed 2026-11-03

Virginia Retirement Systems ET Al

UNCHANGED

Shares4,900 from 4,900

Change0 (0%)

Value$281.8K (-$38.7K)

Filed 2026-10-28

Fifth Third Wealth Advisors LLC

INCREASED

Shares4,709 from 4,439

Change+270 (+6%)

Value$270.9K (-$19.5K)

Filed 2026-10-22

Tritonpoint Wealth, LLC

DECREASED

Shares4,344 from 4,463

Change-119 (-3%)

Value$249.9K (-$42.1K)

Filed 2026-10-19

Nisa Investment Advisors, LLC

DECREASED

Shares4,187 from 6,988

Change-2,801 (-40%)

Value$240.8K (-$216.3K)

Filed 2026-10-20

CIBC Asset Management Inc

DECREASED

Shares4,046 from 4,056

Change-10 (0%)

Value$232.7K (-$32.6K)

Filed 2026-11-05

Apollon Wealth Management, LLC

DECREASED

Shares3,978 from 4,124

Change-146 (-4%)

Value$228.8K (-$41.0K)

Filed 2026-10-23

Brighton Jones LLC

DECREASED

Shares3,972 from 4,312

Change-340 (-8%)

Value$228.5K (-$53.6K)

Filed 2026-11-03

StoneX Group Inc.

NEW

Shares3,775

Change+3,775

Value$225.7K

Filed 2026-11-03

Praxis Investment Management Inc

UNCHANGED

Shares3,694 from 3,694

Change0 (0%)

Value$212 (-$241.8K)

Filed 2026-11-03

Legacy Capital Wealth Partners, LLC

UNCHANGED

Shares3,647 from 3,647

Change0 (0%)

Value$209.8K (-$28.8K)

Filed 2026-10-21

Trust Point Inc.

DECREASED

Shares3,565 from 5,513

Change-1,948 (-35%)

Value$205.1K (-$155.6K)

Filed 2026-10-27

Perigon Wealth Management, LLC

NEW

Shares3,492

Change+3,492

Value$200.9K

Filed 2026-10-22

Central Pacific Bank - Trust Division

INCREASED

Shares3,330 from 2,690

Change+640 (+24%)

Value$191.5K (+$15.6K)

Filed 2026-10-06

Parkside Financial Bank & Trust

DECREASED

Shares2,822 from 3,108

Change-286 (-9%)

Value$162.3K (-$41.0K)

Filed 2026-10-27

KBC Group NV

UNCHANGED

Shares2,800 from 2,800

Change0 (0%)

Value$161 (-$182.8K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares2,799 from 1,489

Change+1,310 (+88%)

Value$161.0K (+$63.6K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares2,492 from 265

Change+2,227 (+840%)

Value$143.3K (+$126.0K)

Filed 2026-10-22

Simplex Trading, LLC

DECREASED

Shares2,451 from 3,880

Change-1,429 (-37%)

Value$141.0K (-$112.8K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,449 from 1,444

Change+5 (+0%)

Value$83.3K (-$11.1K)

Filed 2026-10-27

Versant Capital Management, Inc

INCREASED

Shares1,375 from 1,371

Change+4 (+0%)

Value$79.1K (-$10.6K)

Filed 2026-10-02

Heritage Family Offices, LLP

NEW

Shares1,287

Change+1,287

Value$74.0K

Filed 2026-11-02

Parallel Advisors, LLC

DECREASED

Shares1,232 from 1,236

Change-4 (0%)

Value$70.9K (-$10.0K)

Filed 2026-11-03

Covestor Ltd

INCREASED

Shares1,192 from 1,060

Change+132 (+12%)

Value$69 (-$68.9K)

Filed 2026-10-30

Signaturefd, LLC

UNCHANGED

Shares1,153 from 1,153

Change0 (0%)

Value$66.3K (-$9.1K)

Filed 2026-10-23

IFP Advisors, Inc

UNCHANGED

Shares1,118 from 1,118

Change0 (0%)

Value$64.3K (-$8.8K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

DECREASED

Shares818 from 908

Change-90 (-10%)

Value$47.1K (-$12.3K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares788 from 296

Change+492 (+166%)

Value$45.3K (+$26.0K)

Filed 2026-10-08

Private Trust Co NA

DECREASED

Shares746 from 760

Change-14 (-2%)

Value$42.9K (-$6.8K)

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares706

Change+706

Value$40.6K

Filed 2026-10-21

Salomon & Ludwin, LLC

UNCHANGED

Shares596 from 596

Change0 (0%)

Value$34.3K (-$5.3K)

Filed 2026-10-29

Gen-Wealth Partners Inc

NEW

Shares538

Change+538

Value$31.0K

Filed 2026-11-04

Larson Financial Group LLC

INCREASED

Shares377 from 319

Change+58 (+18%)

Value$21.7K (+$841)

Filed 2026-11-05

City State Bank

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$20.1K (-$2.8K)

Filed 2026-10-20

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares295 from 295

Change0 (0%)

Value$17.0K (-$2.3K)

Filed 2026-10-05

Mather Group, Llc.

NEW

Shares290

Change+290

Value$16.7K

Filed 2026-10-14

Essential Partners LLC

UNCHANGED

Shares285 from 285

Change0 (0%)

Value$16.4K (-$2.3K)

Filed 2026-10-14

SBI Securities Co., Ltd.

DECREASED

Shares267 from 286

Change-19 (-7%)

Value$15.4K (-$3.4K)

Filed 2026-10-22

Bare Financial Services, Inc

DECREASED

Shares232 from 233

Change-1 (0%)

Value$13.3K (-$1.9K)

Filed 2026-11-04

Cedar Mountain Advisors, LLC

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$12.7K (-$1.7K)

Filed 2026-10-15

Capital Advisors, Ltd. LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$12 (-$1)

Filed 2026-10-27

Assetmark, Inc

INCREASED

Shares170 from 100

Change+70 (+70%)

Value$9.8K (+$3.2K)

Filed 2026-10-21

Owl Creek Wealth Partners LLC

UNCHANGED

Shares165 from 165

Change0 (0%)

Value$9.5K (-$1.3K)

Filed 2026-10-20

Hilltop National Bank

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$8.6K (-$1.2K)

Filed 2026-10-14

Private Wealth Management Group, LLC

UNCHANGED

Shares147 from 147

Change0 (0%)

Value$8.5K (-$1.2K)

Filed 2026-10-19

SJS Investment Consulting Inc.

DECREASED

Shares114 from 115

Change-1 (-1%)

Value$6.6K (-$966)

Filed 2026-10-26

Acumen Wealth Advisors, LLC

NEW

Shares107

Change+107

Value$6.2K

Filed 2026-11-05

Silver Grove Financial Group, Inc.

DECREASED

Shares106 from 110

Change-4 (-4%)

Value$6.1K (-$1.1K)

Filed 2026-11-05

Marquette Asset Management, LLC

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$5.9K (-$805)

Filed 2026-10-09

Provenance Wealth Advisors, LLC

NEW

Shares97

Change+97

Value$5.6K

Filed 2026-10-30

WPG Advisers, LLC

DECREASED

Shares95 from 153

Change-58 (-38%)

Value$5.5K (-$4.5K)

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

INCREASED

Shares78 from 12

Change+66 (+550%)

Value$4.5K (+$3.7K)

Filed 2026-10-29

Nvest Wealth Strategies, Inc.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$4.3K (-$593)

Filed 2026-10-14

Farmers & Merchants Investments Inc

INCREASED

Shares72 from 43

Change+29 (+67%)

Value$4.1K (+$1.3K)

Filed 2026-10-22

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$4.1K (-$569)

Filed 2026-11-05

Bell Investment Advisors, Inc

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$4.0K (-$545)

Filed 2026-10-29

High Note Wealth, LLC

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$3.7K (-$513)

Filed 2026-10-27

True Wealth Design, LLC

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$3.6K (-$498)

Filed 2026-10-13

NBT Bank, N.A.

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$3.6K (-$450)

Filed 2026-10-21

Gilpin Wealth Management, LLC

INCREASED

Shares60 from 8

Change+52 (+650%)

Value$3.5K (+$2.9K)

Filed 2026-10-09

JFS Wealth Advisors, LLC

INCREASED

Shares48 from 46

Change+2 (+4%)

Value$2.8K (-$249)

Filed 2026-11-03

Proathlete Wealth Management LLC

NEW

Shares45

Change+45

Value$2.6K

Filed 2026-10-15

Union Savings Bank

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$2.2K (-$308)

Filed 2026-10-14

GK Wealth Management LLC

NEW

Shares37

Change+37

Value$2.1K

Filed 2026-10-09

Rossby Financial, LCC

INCREASED

Shares37 from 27

Change+10 (+37%)

Value$2.1K (+$362)

Filed 2026-11-05

Fortitude Family Office, LLC

INCREASED

Shares37 from 36

Change+1 (+3%)

Value$2.1K (-$227)

Filed 2026-10-14

Exchange Traded Concepts, LLC

NEW

Shares31

Change+31

Value$1.8K

Filed 2026-10-28

Westside Investment Management, Inc.

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.7K (-$229)

Filed 2026-11-02

Creative Capital Management Investments LLC

INCREASED

Shares26 from 11

Change+15 (+136%)

Value$1.5K (+$776)

Filed 2026-10-28

Financial Network Wealth Advisors LLC

NEW

Shares18

Change+18

Value$1.0K

Filed 2026-10-28

Financial Management Professionals, Inc.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$805 (-$111)

Filed 2026-10-23

Valley National Advisers Inc

NEW

Shares13

Change+13

Value$748

Filed 2026-10-23

North Star Investment Management Corp.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$690 (-$95)

Filed 2026-10-27

Hughes Financial Services, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$600 (-$54)

Filed 2026-10-30

Torren Management, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$548 (-$75)

Filed 2026-10-29

Breakwater Investment Management

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$518 (-$71)

Filed 2026-10-20

Bay Harbor Wealth Management, LLC

DECREASED

Shares8 from 9

Change-1 (-11%)

Value$460 (-$129)

Filed 2026-11-03

UMB Private Wealth Management, LLC

NEW

Shares7

Change+7

Value$403

Filed 2026-10-19

American Capital Advisory, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$403 (-$55)

Filed 2026-10-28

Financial Consulate, Inc

NEW

Shares6

Change+6

Value$346

Filed 2026-10-23

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$288 (-$39)

Filed 2026-11-02

Abound Wealth Management

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$173 (-$24)

Filed 2026-10-26

Monetary Solutions, Ltd

NEW

Shares2

Change+2

Value$115

Filed 2026-10-22

James T. Borello RIA

DECREASED

Shares2 from 8

Change-6 (-75%)

Value$115 (-$408)

Filed 2026-10-16

DecisionPoint Financial, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$114 (+$47)

Filed 2026-10-27

GHP Investment Advisors, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$116 (-$15)

Filed 2026-10-15

Signature Resources Capital Management, LLC

NEW

Shares1

Change+1

Value$58

Filed 2026-10-16

Noble Wealth Management PBC

DECREASED

Shares1 from 24

Change-23 (-96%)

Value$58 (-$1.5K)

Filed 2026-10-01

Ascentis Independent Advisors

NEW

Shares0

Change0

Value$50

Filed 2026-11-03

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 36,289

Change-36,289 (-100%)

Value$0 (-$2.4M)

Filed 2026-10-16

Imc-Chicago, LLC

CLOSED

Shares0 from 17,693

Change-17,693 (-100%)

Value$0 (-$1.2M)

Filed 2026-11-05

Wesbanco Bank Inc

CLOSED

Shares0 from 9,998

Change-9,998 (-100%)

Value$0 (-$654.1K)

Filed 2026-11-04

Jefferies Financial Group Inc.

CLOSED

Shares0 from 7,329

Change-7,329 (-100%)

Value$0 (-$479.5K)

Filed 2026-11-05

TritonPoint Partners, LLC

CLOSED

Shares0 from 4,458

Change-4,458 (-100%)

Value$0 (-$291.6K)

Filed 2026-11-05

Profund Advisors LLC

CLOSED

Shares0 from 3,902

Change-3,902 (-100%)

Value$0 (-$255.3K)

Filed 2026-10-29

Vise Technologies, Inc.

CLOSED

Shares0 from 3,772

Change-3,772 (-100%)

Value$0 (-$246.8K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 3,679

Change-3,679 (-100%)

Value$0 (-$241.0K)

Filed 2026-11-02

GW Henssler & Associates LTD

CLOSED

Shares0 from 3,447

Change-3,447 (-100%)

Value$0 (-$225.5K)

Filed 2026-10-26

Sage Rhino Capital LLC

CLOSED

Shares0 from 3,310

Change-3,310 (-100%)

Value$0 (-$216.5K)

Filed 2026-10-28

Norden Group LLC

CLOSED

Shares0 from 3,230

Change-3,230 (-100%)

Value$0 (-$211.3K)

Filed 2026-10-20

International Assets Investment Management, LLC

CLOSED

Shares0 from 108

Change-108 (-100%)

Value$0 (-$7.2K)

Filed 2026-11-02

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$1.7K)

Filed 2026-11-04

AdvisorNet Financial, Inc

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$327)

Filed 2026-10-15

Davis Capital Management

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$262)

Filed 2026-10-08

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

Cullen T Bankers, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$18 (-$3)

Filed 2026-10-28

BlackRock, Inc.

N/A

Shares— from 9,057,944

Change-9,057,944 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 5,412,938

Change-5,412,938 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,487,258

Change-4,487,258 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,351,361

Change-3,351,361 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,044,858

Change-3,044,858 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 2,955,235

Change-2,955,235 (-100%)

Value—

London Co of Virginia

N/A

Shares— from 2,791,199

Change-2,791,199 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 2,359,476

Change-2,359,476 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,344,828

Change-2,344,828 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 1,843,458

Change-1,843,458 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 1,721,484

Change-1,721,484 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,709,578

Change-1,709,578 (-100%)

Value—

Madison Asset Management, LLC

N/A

Shares— from 1,667,157

Change-1,667,157 (-100%)

Value—

Timucuan Asset Management Inc

N/A

Shares— from 1,503,334

Change-1,503,334 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,267,442

Change-1,267,442 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 1,215,510

Change-1,215,510 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 1,037,894

Change-1,037,894 (-100%)

Value—

Heard Capital LLC

N/A

Shares— from 979,810

Change-979,810 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 968,210

Change-968,210 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 930,431

Change-930,431 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 864,683

Change-864,683 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 791,833

Change-791,833 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 752,349

Change-752,349 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 718,444

Change-718,444 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 656,429

Change-656,429 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 643,712

Change-643,712 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 534,677

Change-534,677 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 533,542

Change-533,542 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 531,883

Change-531,883 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 524,027

Change-524,027 (-100%)

Value—

Junto Capital Management LP

N/A

Shares— from 481,954

Change-481,954 (-100%)

Value—

UBS Group AG

N/A

Shares— from 445,789

Change-445,789 (-100%)

Value—

Norges Bank

N/A

Shares— from 433,073

Change-433,073 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 430,844

Change-430,844 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 424,508

Change-424,508 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 415,005

Change-415,005 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 397,569

Change-397,569 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 383,317

Change-383,317 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 342,644

Change-342,644 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 342,465

Change-342,465 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 337,349

Change-337,349 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 321,051

Change-321,051 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 288,900

Change-288,900 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 284,910

Change-284,910 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 272,492

Change-272,492 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 255,553

Change-255,553 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 247,502

Change-247,502 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 229,255

Change-229,255 (-100%)

Value—

Prana Capital Management, LP

N/A

Shares— from 219,265

Change-219,265 (-100%)

Value—

Cramer Rosenthal Mcglynn LLC

N/A

Shares— from 201,323

Change-201,323 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 198,144

Change-198,144 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 194,336

Change-194,336 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 191,599

Change-191,599 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 180,413

Change-180,413 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 179,466

Change-179,466 (-100%)

Value—

Winslow Asset Management Inc

N/A

Shares— from 164,918

Change-164,918 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 157,760

Change-157,760 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 150,866

Change-150,866 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 147,300

Change-147,300 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 141,768

Change-141,768 (-100%)

Value—

Longaeva Partners L.P.

N/A

Shares— from 138,324

Change-138,324 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 135,698

Change-135,698 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 123,765

Change-123,765 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 110,000

Change-110,000 (-100%)

Value—

Pier Capital, LLC

N/A

Shares— from 104,681

Change-104,681 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 100,128

Change-100,128 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 99,722

Change-99,722 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 99,343

Change-99,343 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 94,367

Change-94,367 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 85,488

Change-85,488 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 85,252

Change-85,252 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 81,327

Change-81,327 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 81,146

Change-81,146 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 77,150

Change-77,150 (-100%)

Value—

Axiom Investors LLC

N/A

Shares— from 76,770

Change-76,770 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 69,982

Change-69,982 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 69,052

Change-69,052 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 68,711

Change-68,711 (-100%)

Value—

&partners

N/A

Shares— from 67,660

Change-67,660 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 66,443

Change-66,443 (-100%)

Value—

EFG International AG

N/A

Shares— from 63,816

Change-63,816 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 62,302

Change-62,302 (-100%)

Value—

Hilton Capital Management, LLC

N/A

Shares— from 58,226

Change-58,226 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 58,131

Change-58,131 (-100%)

Value—

Park Circle Co

N/A

Shares— from 49,876

Change-49,876 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 49,863

Change-49,863 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 48,749

Change-48,749 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 45,950

Change-45,950 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 45,055

Change-45,055 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 44,982

Change-44,982 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 43,918

Change-43,918 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 43,912

Change-43,912 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 43,349

Change-43,349 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 43,138

Change-43,138 (-100%)

Value—

Bamco Inc

N/A

Shares— from 43,050

Change-43,050 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 41,597

Change-41,597 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 40,439

Change-40,439 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 38,242

Change-38,242 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 36,501

Change-36,501 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 34,775

Change-34,775 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 34,626

Change-34,626 (-100%)

Value—

Man Group plc

N/A

Shares— from 34,412

Change-34,412 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 33,435

Change-33,435 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 33,300

Change-33,300 (-100%)

Value—

FMR LLC

N/A

Shares— from 32,960

Change-32,960 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 32,127

Change-32,127 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 31,483

Change-31,483 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 28,514

Change-28,514 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 27,656

Change-27,656 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 27,541

Change-27,541 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 26,417

Change-26,417 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 26,051

Change-26,051 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 23,124

Change-23,124 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 22,274

Change-22,274 (-100%)

Value—

Twinbeech Capital LP

N/A

Shares— from 22,269

Change-22,269 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 21,669

Change-21,669 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 20,125

Change-20,125 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 20,030

Change-20,030 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 19,557

Change-19,557 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 19,266

Change-19,266 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 19,164

Change-19,164 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 19,006

Change-19,006 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 18,895

Change-18,895 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,626

Change-18,626 (-100%)

Value—

Barclays PLC

N/A

Shares— from 18,512

Change-18,512 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 18,483

Change-18,483 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 18,428

Change-18,428 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 18,349

Change-18,349 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 17,746

Change-17,746 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 17,471

Change-17,471 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,310

Change-17,310 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 16,596

Change-16,596 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 16,300

Change-16,300 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 15,494

Change-15,494 (-100%)

Value—

Drucker Wealth 3.0, LLC

N/A

Shares— from 15,168

Change-15,168 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 14,855

Change-14,855 (-100%)

Value—

Harbor Advisors LLC

N/A

Shares— from 14,800

Change-14,800 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 13,918

Change-13,918 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 13,801

Change-13,801 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 13,734

Change-13,734 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 13,133

Change-13,133 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 13,025

Change-13,025 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 12,422

Change-12,422 (-100%)

Value—

Marshall Financial Group, LLC

N/A

Shares— from 12,334

Change-12,334 (-100%)

Value—

Allstate Corp

N/A

Shares— from 12,091

Change-12,091 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 11,772

Change-11,772 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 11,046

Change-11,046 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 11,005

Change-11,005 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 10,973

Change-10,973 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 10,867

Change-10,867 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 10,309

Change-10,309 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 9,845

Change-9,845 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 9,797

Change-9,797 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 9,631

Change-9,631 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 8,961

Change-8,961 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 8,220

Change-8,220 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 8,123

Change-8,123 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 7,910

Change-7,910 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 7,648

Change-7,648 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 7,576

Change-7,576 (-100%)

Value—

First National Advisers, LLC

N/A

Shares— from 7,178

Change-7,178 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 6,854

Change-6,854 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 6,707

Change-6,707 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 6,670

Change-6,670 (-100%)

Value—

Aviva PLC

N/A

Shares— from 6,593

Change-6,593 (-100%)

Value—

O'rourke & Company, Inc

N/A

Shares— from 6,413

Change-6,413 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 6,322

Change-6,322 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5,842

Change-5,842 (-100%)

Value—

Trajan Wealth LLC

N/A

Shares— from 5,815

Change-5,815 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 5,649

Change-5,649 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,631

Change-5,631 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 5,518

Change-5,518 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 5,422

Change-5,422 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 5,266

Change-5,266 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 5,265

Change-5,265 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 5,206

Change-5,206 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 5,050

Change-5,050 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,977

Change-4,977 (-100%)

Value—

Armistice Capital, LLC

N/A

Shares— from 4,877

Change-4,877 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 4,542

Change-4,542 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 4,508

Change-4,508 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 4,442

Change-4,442 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 4,013

Change-4,013 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 3,831

Change-3,831 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,772

Change-3,772 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 3,726

Change-3,726 (-100%)

Value—

Alpine Woods Capital Investors, LLC

N/A

Shares— from 3,659

Change-3,659 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 3,430

Change-3,430 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 3,369

Change-3,369 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 3,358

Change-3,358 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 3,216

Change-3,216 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 3,150

Change-3,150 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 3,088

Change-3,088 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,301

Change-2,301 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,849

Change-1,849 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,683

Change-1,683 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 1,515

Change-1,515 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,343

Change-1,343 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,003

Change-1,003 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 974

Change-974 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 851

Change-851 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 691

Change-691 (-100%)

Value—

Neo Ivy Capital Management

N/A

Shares— from 674

Change-674 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 670

Change-670 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 642

Change-642 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 536

Change-536 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 519

Change-519 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 476

Change-476 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 390

Change-390 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 387

Change-387 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 353

Change-353 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 343

Change-343 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 332

Change-332 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 315

Change-315 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 300

Change-300 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 268

Change-268 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 211

Change-211 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 163

Change-163 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 134

Change-134 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

S&T Bank

N/A

Shares— from 107

Change-107 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 106

Change-106 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 97

Change-97 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 79

Change-79 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 48

Change-48 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 42

Change-42 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 5

Change-5 (-100%)

Value—

Quarry LP

N/A

Shares— from 3

Change-3 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Wasatch Advisors LP	DECREASED	2,334,025	3,246,593	-912,568	-28%	$212.4M	$134.3M	-$78.1M	2026-10-13
Dimensional Fund Advisors LP	INCREASED	1,426,132	1,345,514	+80,618	+6%	$88.0M	$82.0M	-$6.0M	2026-11-04
Channing Capital Management, LLC	DECREASED	1,281,707	1,338,234	-56,527	-4%	$87.5M	$73.7M	-$13.8M	2026-11-02
Bank of New York Mellon Corp	DECREASED	764,129	1,000,415	-236,286	-24%	$65.4M	$44.0M	-$21.5M	2026-11-05
Fort Washington Investment Advisors Inc	INCREASED	503,899	412,153	+91,746	+22%	$27.0M	$29.0M	+$2.0M	2026-10-15
Tributary Capital Management, LLC	DECREASED	437,992	459,690	-21,698	-5%	$30.1M	$25.2M	-$4.9M	2026-10-28
Capital Management Corp	INCREASED	386,250	367,076	+19,174	+5%	$24.0M	$22.2M	-$1.8M	2026-10-29
Principal Financial Group Inc	DECREASED	359,027	363,650	-4,623	-1%	$23.8M	$20.7M	-$3.1M	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	286,161	283,885	+2,276	+1%	$18.1M	$16.1M	-$2.0M	2026-10-13
Penn Capital Management Company, LLC	DECREASED	207,495	210,064	-2,569	-1%	$13.8M	$12.0M	-$1.8M	2026-11-04
Palisades Investment Partners, LLC	INCREASED	96,142	84,500	+11,642	+14%	$5.5M	$5.5M	+$2.1K	2026-11-03
Regions Financial Corp	DECREASED	80,034	82,564	-2,530	-3%	$5.4M	$4.6M	-$797.8K	2026-11-05
Mirae Asset Global Investments Co., Ltd.	INCREASED	70,599	62,151	+8,448	+14%	$4.1M	$4.1M	-$5.1K	2026-11-03
B. Metzler seel. Sohn & Co. AG	DECREASED	56,436	71,989	-15,553	-22%	$4.7M	$3.2M	-$1.5M	2026-10-30
Alps Advisors Inc	DECREASED	53,043	94,704	-41,661	-44%	$6.2M	$3.1M	-$3.1M	2026-11-03
Thrivent Financial for Lutherans	DECREASED	47,116	48,839	-1,723	-4%	$3.2M	$2.7K	-$3.2M	2026-11-05
Verdence Capital Advisors LLC	INCREASED	44,976	43,848	+1,128	+3%	$2.9M	$2.6M	-$281.5K	2026-10-26
Stackstone Wealth, LLC	NEW	44,530	—	+44,530	—	—	$2.6M	—	2026-10-19
Oppenheimer Asset Management Inc.	DECREASED	42,160	53,041	-10,881	-21%	$3.5M	$2.4M	-$1.0M	2026-10-27
Illinois Municipal Retirement Fund	INCREASED	39,701	39,264	+437	+1%	$2.6M	$2.3M	-$285.0K	2026-11-05
Fifth Third Bancorp	DECREASED	35,965	38,509	-2,544	-7%	$2.5M	$2.1M	-$450.5K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	31,600	32,600	-1,000	-3%	$2.1M	$1.8M	-$315.1K	2026-10-20
Moran Wealth Management, LLC	INCREASED	30,419	30,409	+10	+0%	$2.0M	$1.7M	-$239.7K	2026-10-22
Knights of Columbus Asset Advisors LLC	INCREASED	29,825	29,687	+138	+0%	$1.9M	$1.7M	-$226.6K	2026-11-05
Salvus Wealth Management, LLC	DECREASED	28,928	29,689	-761	-3%	$1.9M	$1.7M	-$278.3K	2026-10-13
Strs Ohio	INCREASED	27,600	19,700	+7,900	+40%	$1.3M	$1.6M	+$298.8K	2026-10-30
State of New Jersey Common Pension Fund D	DECREASED	26,111	30,994	-4,883	-16%	$2.0M	$1.5M	-$525.7K	2026-11-05
Harbor Capital Advisors, Inc.	INCREASED	25,210	23,441	+1,769	+8%	$1.5M	$1.5K	-$1.5M	2026-10-22
State of Alaska, Department of Revenue	DECREASED	24,992	37,281	-12,289	-33%	$2.4M	$1.4K	-$2.4M	2026-10-15
New York State Teachers Retirement System	DECREASED	22,604	23,074	-470	-2%	$1.5M	$1.3K	-$1.5M	2026-10-22
Arizona State Retirement System	INCREASED	20,956	20,263	+693	+3%	$1.3M	$1.2M	-$120.2K	2026-11-03
Atria Investments, Inc	DECREASED	19,792	20,338	-546	-3%	$1.3M	$1.1M	-$192.1K	2026-10-15
Yousif Capital Management, LLC	DECREASED	19,655	20,600	-945	-5%	$1.3M	$1.1M	-$217.1K	2026-10-22
Hennion & Walsh Asset Management, Inc.	DECREASED	19,562	20,525	-963	-5%	$1.3M	$1.1M	-$217.5K	2026-10-13
Amalgamated Bank	DECREASED	19,243	20,005	-762	-4%	$1.3M	$1.1K	-$1.3M	2026-10-23
Campbell Newman Asset Management Inc	INCREASED	18,238	17,673	+565	+3%	$1.2M	$1.0M	-$107.1K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	17,454	17,637	-183	-1%	$1.2M	$1.0M	-$149.9K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	16,596	16,896	-300	-2%	$1.1M	$954.6K	-$150.7K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	16,566	10,817	+5,749	+53%	$707.6K	$952.9K	+$245.2K	2026-11-05
Novem Group	INCREASED	16,548	15,858	+690	+4%	$1.0M	$951.9K	-$85.5K	2026-10-19
Savant Capital, LLC	NEW	16,423	—	+16,423	—	—	$944.7K	—	2026-11-06
Diversify Wealth Management, LLC	DECREASED	12,285	14,462	-2,177	-15%	$980.2K	$679.6K	-$300.6K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	12,285	14,462	-2,177	-15%	$980.2K	$679.6K	-$300.6K	2026-10-20
Pictet Asset Management Holding SA	INCREASED	12,220	11,495	+725	+6%	$752.0K	$702.9K	-$49.1K	2026-11-03
US Bancorp \de\	INCREASED	11,905	11,757	+148	+1%	$769.1K	$684.8K	-$84.4K	2026-11-05
Indivisible Partners	INCREASED	11,852	10,823	+1,029	+10%	$708.0K	$681.7K	-$26.3K	2026-10-26
Quantum Private Wealth, LLC	DECREASED	11,273	11,314	-41	0%	$740.2K	$648.4K	-$91.7K	2026-10-20
Truist Financial Corp	DECREASED	10,866	11,061	-195	-2%	$723.6K	$625.0K	-$98.6K	2026-10-30
ProShare Advisors LLC	DECREASED	10,338	10,756	-418	-4%	$703.7K	$594.6K	-$109.0K	2026-10-29
Citigroup Inc	DECREASED	10,106	41,989	-31,883	-76%	$2.7M	$581.3K	-$2.2M	2026-11-04
Naples Global Advisors, LLC	INCREASED	9,466	9,341	+125	+1%	$611.1K	$544.5K	-$66.6K	2026-11-05
Impact Capital Partners LLC	DECREASED	9,398	9,877	-479	-5%	$646.2K	$540.6K	-$105.6K	2026-10-22
Kestra Private Wealth Services, LLC	INCREASED	8,933	8,419	+514	+6%	$550.8K	$513.8K	-$36.9K	2026-10-30
Mutual of America Capital Management LLC	DECREASED	8,453	8,518	-65	-1%	$557.2K	$486.2K	-$71.0K	2026-10-23
Curated Wealth Partners LLC	DECREASED	8,309	11,008	-2,699	-25%	$720.1K	$477.9K	-$242.2K	2026-10-15
Peak Financial Advisors LLC	DECREASED	7,998	8,423	-425	-5%	$551.1K	$460.0K	-$91.0K	2026-10-28
State of Wyoming	DECREASED	7,983	11,778	-3,795	-32%	$770.5K	$459.2K	-$311.3K	2026-10-28
Xponance LLC	DECREASED	7,197	7,456	-259	-3%	$487.8K	$414.0K	-$73.8K	2026-11-03
Strata Wealth Advisors, LLC	DECREASED	7,191	10,929	-3,738	-34%	$715.0K	$413.6K	-$301.3K	2026-10-16
Kestra Investment Management, LLC	DECREASED	7,167	8,002	-835	-10%	$523.5K	$412.2K	-$111.2K	2026-11-04
Keybank National Association	INCREASED	7,155	6,450	+705	+11%	$422.0K	$411.6K	-$10.4K	2026-11-04
Fulton Bank, N.A.	INCREASED	7,031	6,931	+100	+1%	$453.4K	$404.4K	-$49.0K	2026-10-14
Elevation Point Wealth Partners, LLC	INCREASED	7,016	6,934	+82	+1%	$453.6K	$403.5K	-$50.1K	2026-11-05
D.A. Davidson & Co.	INCREASED	6,749	6,717	+32	+0%	$439.4K	$388.2K	-$51.2K	2026-10-28
Greenwood Capital Associates LLC	DECREASED	6,530	7,266	-736	-10%	$475.3K	$375.6K	-$99.7K	2026-10-27
iA Global Asset Management Inc.	NEW	6,077	—	+6,077	—	—	$350	—	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	5,824	7,914	-2,090	-26%	$517.7K	$335.0K	-$182.7K	2026-11-02
First Citizens Bank & Trust Co	NEW	5,544	—	+5,544	—	—	$318.9K	—	2026-10-14
Creative Planning	DECREASED	5,467	6,678	-1,211	-18%	$436.9K	$314.5K	-$122.4K	2026-11-02
Capital Investment Advisory Services, LLC	INCREASED	5,232	5,227	+5	+0%	$342.0K	$300.9K	-$41.0K	2026-10-30
Choreo, LLC	DECREASED	4,933	5,255	-322	-6%	$343.8K	$283.7K	-$60.1K	2026-10-28
Swiss Life Asset Management Ltd	INCREASED	4,911	4,713	+198	+4%	$308.3K	$282.5K	-$25.8K	2026-11-03
Virginia Retirement Systems ET Al	UNCHANGED	4,900	4,900	0	0%	$320.6K	$281.8K	-$38.7K	2026-10-28
Fifth Third Wealth Advisors LLC	INCREASED	4,709	4,439	+270	+6%	$290.4K	$270.9K	-$19.5K	2026-10-22
Tritonpoint Wealth, LLC	DECREASED	4,344	4,463	-119	-3%	$292.0K	$249.9K	-$42.1K	2026-10-19
Nisa Investment Advisors, LLC	DECREASED	4,187	6,988	-2,801	-40%	$457.2K	$240.8K	-$216.3K	2026-10-20
CIBC Asset Management Inc	DECREASED	4,046	4,056	-10	0%	$265.3K	$232.7K	-$32.6K	2026-11-05
Apollon Wealth Management, LLC	DECREASED	3,978	4,124	-146	-4%	$269.8K	$228.8K	-$41.0K	2026-10-23
Brighton Jones LLC	DECREASED	3,972	4,312	-340	-8%	$282.1K	$228.5K	-$53.6K	2026-11-03
StoneX Group Inc.	NEW	3,775	—	+3,775	—	—	$225.7K	—	2026-11-03
Praxis Investment Management Inc	UNCHANGED	3,694	3,694	0	0%	$242.0K	$212	-$241.8K	2026-11-03
Legacy Capital Wealth Partners, LLC	UNCHANGED	3,647	3,647	0	0%	$238.6K	$209.8K	-$28.8K	2026-10-21
Trust Point Inc.	DECREASED	3,565	5,513	-1,948	-35%	$360.7K	$205.1K	-$155.6K	2026-10-27
Perigon Wealth Management, LLC	NEW	3,492	—	+3,492	—	—	$200.9K	—	2026-10-22
Central Pacific Bank - Trust Division	INCREASED	3,330	2,690	+640	+24%	$176.0K	$191.5K	+$15.6K	2026-10-06
Parkside Financial Bank & Trust	DECREASED	2,822	3,108	-286	-9%	$203.3K	$162.3K	-$41.0K	2026-10-27
KBC Group NV	UNCHANGED	2,800	2,800	0	0%	$183.0K	$161	-$182.8K	2026-10-22
Gamma Investing LLC	INCREASED	2,799	1,489	+1,310	+88%	$97.4K	$161.0K	+$63.6K	2026-10-08
Sterling Capital Management LLC	INCREASED	2,492	265	+2,227	+840%	$17.3K	$143.3K	+$126.0K	2026-10-22
Simplex Trading, LLC	DECREASED	2,451	3,880	-1,429	-37%	$253.8K	$141.0K	-$112.8K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,449	1,444	+5	+0%	$94.5K	$83.3K	-$11.1K	2026-10-27
Versant Capital Management, Inc	INCREASED	1,375	1,371	+4	+0%	$89.7K	$79.1K	-$10.6K	2026-10-02
Heritage Family Offices, LLP	NEW	1,287	—	+1,287	—	—	$74.0K	—	2026-11-02
Parallel Advisors, LLC	DECREASED	1,232	1,236	-4	0%	$80.9K	$70.9K	-$10.0K	2026-11-03
Covestor Ltd	INCREASED	1,192	1,060	+132	+12%	$69.0K	$69	-$68.9K	2026-10-30
Signaturefd, LLC	UNCHANGED	1,153	1,153	0	0%	$75.4K	$66.3K	-$9.1K	2026-10-23
IFP Advisors, Inc	UNCHANGED	1,118	1,118	0	0%	$73.1K	$64.3K	-$8.8K	2026-10-16
EverSource Wealth Advisors, LLC	DECREASED	818	908	-90	-10%	$59.4K	$47.1K	-$12.3K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	788	296	+492	+166%	$19.3K	$45.3K	+$26.0K	2026-10-08
Private Trust Co NA	DECREASED	746	760	-14	-2%	$49.7K	$42.9K	-$6.8K	2026-10-20
Root Financial Partners, LLC	NEW	706	—	+706	—	—	$40.6K	—	2026-10-21
Salomon & Ludwin, LLC	UNCHANGED	596	596	0	0%	$39.6K	$34.3K	-$5.3K	2026-10-29
Gen-Wealth Partners Inc	NEW	538	—	+538	—	—	$31.0K	—	2026-11-04
Larson Financial Group LLC	INCREASED	377	319	+58	+18%	$20.9K	$21.7K	+$841	2026-11-05
City State Bank	UNCHANGED	350	350	0	0%	$22.9K	$20.1K	-$2.8K	2026-10-20
MassMutual Private Wealth & Trust, FSB	UNCHANGED	295	295	0	0%	$19.3K	$17.0K	-$2.3K	2026-10-05
Mather Group, Llc.	NEW	290	—	+290	—	—	$16.7K	—	2026-10-14
Essential Partners LLC	UNCHANGED	285	285	0	0%	$18.6K	$16.4K	-$2.3K	2026-10-14
SBI Securities Co., Ltd.	DECREASED	267	286	-19	-7%	$18.7K	$15.4K	-$3.4K	2026-10-22
Bare Financial Services, Inc	DECREASED	232	233	-1	0%	$15.2K	$13.3K	-$1.9K	2026-11-04
Cedar Mountain Advisors, LLC	UNCHANGED	220	220	0	0%	$14.4K	$12.7K	-$1.7K	2026-10-15
Capital Advisors, Ltd. LLC	UNCHANGED	200	200	0	0%	$13	$12	-$1	2026-10-27
Assetmark, Inc	INCREASED	170	100	+70	+70%	$6.5K	$9.8K	+$3.2K	2026-10-21
Owl Creek Wealth Partners LLC	UNCHANGED	165	165	0	0%	$10.8K	$9.5K	-$1.3K	2026-10-20
Hilltop National Bank	UNCHANGED	150	150	0	0%	$9.8K	$8.6K	-$1.2K	2026-10-14
Private Wealth Management Group, LLC	UNCHANGED	147	147	0	0%	$9.6K	$8.5K	-$1.2K	2026-10-19
SJS Investment Consulting Inc.	DECREASED	114	115	-1	-1%	$7.5K	$6.6K	-$966	2026-10-26
Acumen Wealth Advisors, LLC	NEW	107	—	+107	—	—	$6.2K	—	2026-11-05
Silver Grove Financial Group, Inc.	DECREASED	106	110	-4	-4%	$7.2K	$6.1K	-$1.1K	2026-11-05
Marquette Asset Management, LLC	UNCHANGED	102	102	0	0%	$6.7K	$5.9K	-$805	2026-10-09
Provenance Wealth Advisors, LLC	NEW	97	—	+97	—	—	$5.6K	—	2026-10-30
WPG Advisers, LLC	DECREASED	95	153	-58	-38%	$10.0K	$5.5K	-$4.5K	2026-10-27
Caitong International Asset Management Co., Ltd	INCREASED	78	12	+66	+550%	$785	$4.5K	+$3.7K	2026-10-29
Nvest Wealth Strategies, Inc.	UNCHANGED	75	75	0	0%	$4.9K	$4.3K	-$593	2026-10-14
Farmers & Merchants Investments Inc	INCREASED	72	43	+29	+67%	$2.8K	$4.1K	+$1.3K	2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	72	72	0	0%	$4.7K	$4.1K	-$569	2026-11-05
Bell Investment Advisors, Inc	UNCHANGED	69	69	0	0%	$4.5K	$4.0K	-$545	2026-10-29
High Note Wealth, LLC	UNCHANGED	65	65	0	0%	$4.3K	$3.7K	-$513	2026-10-27
True Wealth Design, LLC	UNCHANGED	63	63	0	0%	$4.1K	$3.6K	-$498	2026-10-13
NBT Bank, N.A.	UNCHANGED	62	62	0	0%	$4.0K	$3.6K	-$450	2026-10-21
Gilpin Wealth Management, LLC	INCREASED	60	8	+52	+650%	$524	$3.5K	+$2.9K	2026-10-09
JFS Wealth Advisors, LLC	INCREASED	48	46	+2	+4%	$3.0K	$2.8K	-$249	2026-11-03
Proathlete Wealth Management LLC	NEW	45	—	+45	—	—	$2.6K	—	2026-10-15
Union Savings Bank	UNCHANGED	39	39	0	0%	$2.6K	$2.2K	-$308	2026-10-14
GK Wealth Management LLC	NEW	37	—	+37	—	—	$2.1K	—	2026-10-09
Rossby Financial, LCC	INCREASED	37	27	+10	+37%	$1.8K	$2.1K	+$362	2026-11-05
Fortitude Family Office, LLC	INCREASED	37	36	+1	+3%	$2.4K	$2.1K	-$227	2026-10-14
Exchange Traded Concepts, LLC	NEW	31	—	+31	—	—	$1.8K	—	2026-10-28
Westside Investment Management, Inc.	UNCHANGED	29	29	0	0%	$1.9K	$1.7K	-$229	2026-11-02
Creative Capital Management Investments LLC	INCREASED	26	11	+15	+136%	$720	$1.5K	+$776	2026-10-28
Financial Network Wealth Advisors LLC	NEW	18	—	+18	—	—	$1.0K	—	2026-10-28
Financial Management Professionals, Inc.	UNCHANGED	14	14	0	0%	$916	$805	-$111	2026-10-23
Valley National Advisers Inc	NEW	13	—	+13	—	—	$748	—	2026-10-23
North Star Investment Management Corp.	UNCHANGED	12	12	0	0%	$785	$690	-$95	2026-10-27
Hughes Financial Services, LLC	UNCHANGED	10	10	0	0%	$654	$600	-$54	2026-10-30
Torren Management, LLC	UNCHANGED	10	10	0	0%	$623	$548	-$75	2026-10-29
Breakwater Investment Management	UNCHANGED	9	9	0	0%	$589	$518	-$71	2026-10-20
Bay Harbor Wealth Management, LLC	DECREASED	8	9	-1	-11%	$589	$460	-$129	2026-11-03
UMB Private Wealth Management, LLC	NEW	7	—	+7	—	—	$403	—	2026-10-19
American Capital Advisory, LLC	UNCHANGED	7	7	0	0%	$458	$403	-$55	2026-10-28
Financial Consulate, Inc	NEW	6	—	+6	—	—	$346	—	2026-10-23
Quest 10 Wealth Builders, Inc.	UNCHANGED	5	5	0	0%	$327	$288	-$39	2026-11-02
Abound Wealth Management	UNCHANGED	3	3	0	0%	$197	$173	-$24	2026-10-26
Monetary Solutions, Ltd	NEW	2	—	+2	—	—	$115	—	2026-10-22
James T. Borello RIA	DECREASED	2	8	-6	-75%	$523	$115	-$408	2026-10-16
DecisionPoint Financial, LLC	INCREASED	2	1	+1	+100%	$67	$114	+$47	2026-10-27
GHP Investment Advisors, Inc.	UNCHANGED	2	2	0	0%	$131	$116	-$15	2026-10-15
Signature Resources Capital Management, LLC	NEW	1	—	+1	—	—	$58	—	2026-10-16
Noble Wealth Management PBC	DECREASED	1	24	-23	-96%	$1.6K	$58	-$1.5K	2026-10-01
Ascentis Independent Advisors	NEW	0	—	0	—	—	$50	—	2026-11-03
Y-Intercept (Hong Kong) Ltd	CLOSED	0	36,289	-36,289	-100%	$2.4M	$0	-$2.4M	2026-10-16
Imc-Chicago, LLC	CLOSED	0	17,693	-17,693	-100%	$1.2M	$0	-$1.2M	2026-11-05
Wesbanco Bank Inc	CLOSED	0	9,998	-9,998	-100%	$654.1K	$0	-$654.1K	2026-11-04
Jefferies Financial Group Inc.	CLOSED	0	7,329	-7,329	-100%	$479.5K	$0	-$479.5K	2026-11-05
TritonPoint Partners, LLC	CLOSED	0	4,458	-4,458	-100%	$291.6K	$0	-$291.6K	2026-11-05
Profund Advisors LLC	CLOSED	0	3,902	-3,902	-100%	$255.3K	$0	-$255.3K	2026-10-29
Vise Technologies, Inc.	CLOSED	0	3,772	-3,772	-100%	$246.8K	$0	-$246.8K	2026-10-29
Cambridge Investment Research Advisors, Inc.	CLOSED	0	3,679	-3,679	-100%	$241.0K	$0	-$241.0K	2026-11-02
GW Henssler & Associates LTD	CLOSED	0	3,447	-3,447	-100%	$225.5K	$0	-$225.5K	2026-10-26
Sage Rhino Capital LLC	CLOSED	0	3,310	-3,310	-100%	$216.5K	$0	-$216.5K	2026-10-28
Norden Group LLC	CLOSED	0	3,230	-3,230	-100%	$211.3K	$0	-$211.3K	2026-10-20
International Assets Investment Management, LLC	CLOSED	0	108	-108	-100%	$7.2K	$0	-$7.2K	2026-11-02
Plante Moran Financial Advisors, LLC	CLOSED	0	26	-26	-100%	$1.7K	$0	-$1.7K	2026-11-04
AdvisorNet Financial, Inc	CLOSED	0	5	-5	-100%	$327	$0	-$327	2026-10-15
Davis Capital Management	CLOSED	0	4	-4	-100%	$262	$0	-$262	2026-10-08
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
Cullen T Bankers, Inc.	UNCHANGED	0	0	0	—	$21	$18	-$3	2026-10-28
BlackRock, Inc.	N/A	—	9,057,944	-9,057,944	-100%	$592.6M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	5,412,938	-5,412,938	-100%	$354.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,487,258	-4,487,258	-100%	$293.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,351,361	-3,351,361	-100%	$219.2M	—	—	—
State Street Corp	N/A	—	3,044,858	-3,044,858	-100%	$199.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	2,955,235	-2,955,235	-100%	$193.3M	—	—	—
London Co of Virginia	N/A	—	2,791,199	-2,791,199	-100%	$182.6M	—	—	—
Geode Capital Management, LLC	N/A	—	2,359,476	-2,359,476	-100%	$154.4M	—	—	—
Ameriprise Financial Inc	N/A	—	2,344,828	-2,344,828	-100%	$153.4M	—	—	—
HighTower Advisors, LLC	N/A	—	1,843,458	-1,843,458	-100%	$120.6M	—	—	—
Natixis Advisors, LLC	N/A	—	1,721,484	-1,721,484	-100%	$112.6M	—	—	—
Jones Financial Companies Lllp	N/A	—	1,709,578	-1,709,578	-100%	$110.2M	—	—	—
Madison Asset Management, LLC	N/A	—	1,667,157	-1,667,157	-100%	$109.1M	—	—	—
Timucuan Asset Management Inc	N/A	—	1,503,334	-1,503,334	-100%	$98.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,267,442	-1,267,442	-100%	$82.9M	—	—	—
Nomura Asset Management International Inc.	N/A	—	1,215,510	-1,215,510	-100%	$79.5M	—	—	—
Fisher Asset Management, LLC	N/A	—	1,037,894	-1,037,894	-100%	$67.9M	—	—	—
Heard Capital LLC	N/A	—	979,810	-979,810	-100%	$64.1M	—	—	—
Morgan Stanley	N/A	—	968,210	-968,210	-100%	$63.3M	—	—	—
Wells Fargo & Company	N/A	—	930,431	-930,431	-100%	$60.9M	—	—	—
Northern Trust Corp	N/A	—	864,683	-864,683	-100%	$56.6M	—	—	—
JPMorgan Chase & Co	N/A	—	791,833	-791,833	-100%	$50.0M	—	—	—
Bank of America Corp	N/A	—	752,349	-752,349	-100%	$49.2M	—	—	—
Citadel Advisors LLC	N/A	—	718,444	-718,444	-100%	$47.0M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	656,429	-656,429	-100%	$42.9M	—	—	—
Jennison Associates LLC	N/A	—	643,712	-643,712	-100%	$42.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	534,677	-534,677	-100%	$35.0M	—	—	—
Royal Bank of Canada	N/A	—	533,542	-533,542	-100%	$34.9M	—	—	—
Emerald Advisers, LLC	N/A	—	531,883	-531,883	-100%	$34.8M	—	—	—
New York State Common Retirement Fund	N/A	—	524,027	-524,027	-100%	$34.3M	—	—	—
Junto Capital Management LP	N/A	—	481,954	-481,954	-100%	$31.5M	—	—	—
UBS Group AG	N/A	—	445,789	-445,789	-100%	$29.2M	—	—	—
Norges Bank	N/A	—	433,073	-433,073	-100%	$28.3M	—	—	—
Raymond James Financial Inc	N/A	—	430,844	-430,844	-100%	$28.2M	—	—	—
Royce & Associates LP	N/A	—	424,508	-424,508	-100%	$27.8M	—	—	—
Freestone Grove Partners LP	N/A	—	415,005	-415,005	-100%	$27.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	397,569	-397,569	-100%	$26.0M	—	—	—
Woodline Partners LP	N/A	—	383,317	-383,317	-100%	$25.1M	—	—	—
Renaissance Technologies LLC	N/A	—	342,644	-342,644	-100%	$22.4M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	342,465	-342,465	-100%	$22.4M	—	—	—
AQR Capital Management LLC	N/A	—	337,349	-337,349	-100%	$22.1M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	321,051	-321,051	-100%	$21.0M	—	—	—
Canada Pension Plan Investment Board	N/A	—	288,900	-288,900	-100%	$18.9M	—	—	—
SEI Investments Co	N/A	—	284,910	-284,910	-100%	$18.6M	—	—	—
Deutsche Bank Ag\	N/A	—	272,492	-272,492	-100%	$17.8M	—	—	—
Public Sector Pension Investment Board	N/A	—	255,553	-255,553	-100%	$16.7M	—	—	—
Bessemer Group Inc	N/A	—	247,502	-247,502	-100%	$16.2M	—	—	—
Invesco Ltd.	N/A	—	229,255	-229,255	-100%	$15.0M	—	—	—
Prana Capital Management, LP	N/A	—	219,265	-219,265	-100%	$14.3M	—	—	—
Cramer Rosenthal Mcglynn LLC	N/A	—	201,323	-201,323	-100%	$13.2M	—	—	—
Victory Capital Management Inc	N/A	—	198,144	-198,144	-100%	$13.0M	—	—	—
Legal & General Group Plc	N/A	—	194,336	-194,336	-100%	$12.7M	—	—	—
First Trust Advisors LP	N/A	—	191,599	-191,599	-100%	$12.5M	—	—	—
Rhumbline Advisers	N/A	—	180,413	-180,413	-100%	$11.8M	—	—	—
Nuveen, LLC	N/A	—	179,466	-179,466	-100%	$11.7M	—	—	—
Winslow Asset Management Inc	N/A	—	164,918	-164,918	-100%	$10.8M	—	—	—
Stifel Financial Corp	N/A	—	157,760	-157,760	-100%	$10.3M	—	—	—
UBS Asset Management Americas LLC	N/A	—	150,866	-150,866	-100%	$9.9M	—	—	—
Swiss National Bank	N/A	—	147,300	-147,300	-100%	$9.6M	—	—	—
Balyasny Asset Management L.P.	N/A	—	141,768	-141,768	-100%	$9.3M	—	—	—
Longaeva Partners L.P.	N/A	—	138,324	-138,324	-100%	$9.0M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	135,698	-135,698	-100%	$8.9M	—	—	—
American Century Companies Inc	N/A	—	123,765	-123,765	-100%	$8.1M	—	—	—
First Eagle Investment Management, LLC	N/A	—	110,000	-110,000	-100%	$7.2M	—	—	—
Pier Capital, LLC	N/A	—	104,681	-104,681	-100%	$6.8M	—	—	—
Empowered Funds, LLC	N/A	—	100,128	-100,128	-100%	$6.6M	—	—	—
Price T Rowe Associates Inc	N/A	—	99,722	-99,722	-100%	$6.5M	—	—	—
Alliancebernstein L.P.	N/A	—	99,343	-99,343	-100%	$5.7M	—	—	—
Quantinno Capital Management LP	N/A	—	94,367	-94,367	-100%	$6.2M	—	—	—
California State Teachers Retirement System	N/A	—	85,488	-85,488	-100%	$5.6M	—	—	—
Federated Hermes, Inc.	N/A	—	85,252	-85,252	-100%	$5.6M	—	—	—
Callan Family Office, LLC	N/A	—	81,327	-81,327	-100%	$5.3M	—	—	—
Canada Life Assurance Co	N/A	—	81,146	-81,146	-100%	$5.3M	—	—	—
Prudential Financial Inc	N/A	—	77,150	-77,150	-100%	$5.0M	—	—	—
Axiom Investors LLC	N/A	—	76,770	-76,770	-100%	$5.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	69,982	-69,982	-100%	$4.6M	—	—	—
LPL Financial LLC	N/A	—	69,052	-69,052	-100%	$4.5M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	68,711	-68,711	-100%	$4.5M	—	—	—
&partners	N/A	—	67,660	-67,660	-100%	$4.4M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	66,443	-66,443	-100%	$4.3M	—	—	—
EFG International AG	N/A	—	63,816	-63,816	-100%	$4.2M	—	—	—
Ensign Peak Advisors, Inc	N/A	—	62,302	-62,302	-100%	$4.1M	—	—	—
Hilton Capital Management, LLC	N/A	—	58,226	-58,226	-100%	$3.8M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	58,131	-58,131	-100%	$3.8M	—	—	—
Park Circle Co	N/A	—	49,876	-49,876	-100%	$3.3M	—	—	—
Cresset Asset Management, LLC	N/A	—	49,863	-49,863	-100%	$3.3M	—	—	—
Meeder Asset Management Inc	N/A	—	48,749	-48,749	-100%	$3.2M	—	—	—
Gabelli Funds LLC	N/A	—	45,950	-45,950	-100%	$3.0M	—	—	—
Russell Investments Group, Ltd.	N/A	—	45,055	-45,055	-100%	$2.9M	—	—	—
Voya Investment Management LLC	N/A	—	44,982	-44,982	-100%	$2.9M	—	—	—
MetLife Investment Management, LLC	N/A	—	43,918	-43,918	-100%	$2.9M	—	—	—
Odyssean, LLC	N/A	—	43,912	-43,912	-100%	$2.9M	—	—	—
Aquatic Capital Management LLC	N/A	—	43,349	-43,349	-100%	$2.8M	—	—	—
Walleye Capital LLC	N/A	—	43,138	-43,138	-100%	$2.8M	—	—	—
Bamco Inc	N/A	—	43,050	-43,050	-100%	$2.8M	—	—	—
First National Bank of Omaha	N/A	—	41,597	-41,597	-100%	$2.7M	—	—	—
NewEdge Wealth, LLC	N/A	—	40,439	-40,439	-100%	$2.6M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	38,242	-38,242	-100%	$2.5M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	36,501	-36,501	-100%	$2.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	34,775	-34,775	-100%	$2.3M	—	—	—
Jupiter Topco LLC	N/A	—	34,626	-34,626	-100%	$2.3M	—	—	—
Man Group plc	N/A	—	34,412	-34,412	-100%	$2.3M	—	—	—
Pathstone Holdings, LLC	N/A	—	33,435	-33,435	-100%	$2.2M	—	—	—
Two Sigma Investments, LP	N/A	—	33,300	-33,300	-100%	$2.2M	—	—	—
FMR LLC	N/A	—	32,960	-32,960	-100%	$2.2M	—	—	—
Fred Alger Management, LLC	N/A	—	32,127	-32,127	-100%	$2.1M	—	—	—
Tidal Investments LLC	N/A	—	31,483	-31,483	-100%	$2.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	28,514	-28,514	-100%	$1.9M	—	—	—
Millennium Management LLC	N/A	—	27,656	-27,656	-100%	$1.8M	—	—	—
IEQ Capital, LLC	N/A	—	27,541	-27,541	-100%	$1.8M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	26,417	-26,417	-100%	$1.7M	—	—	—
Handelsbanken Fonder AB	N/A	—	26,051	-26,051	-100%	$1.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	23,124	-23,124	-100%	$1.5M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	22,274	-22,274	-100%	$1.5M	—	—	—
Twinbeech Capital LP	N/A	—	22,269	-22,269	-100%	$1.5M	—	—	—
Cerity Partners LLC	N/A	—	21,669	-21,669	-100%	$1.4M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	20,125	-20,125	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	20,030	-20,030	-100%	$1.3M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	19,557	-19,557	-100%	$1.3M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	19,266	-19,266	-100%	$1.3M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	19,164	-19,164	-100%	$1.3M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	19,006	-19,006	-100%	$1.2M	—	—	—
Mercer Global Advisors Inc	N/A	—	18,895	-18,895	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	18,626	-18,626	-100%	$1.2M	—	—	—
Barclays PLC	N/A	—	18,512	-18,512	-100%	$1.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	18,483	-18,483	-100%	$1.2M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	18,428	-18,428	-100%	$1.2M	—	—	—
Neuberger Berman Group LLC	N/A	—	18,349	-18,349	-100%	$1.2M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	17,746	-17,746	-100%	$1.2M	—	—	—
Mariner, LLC	N/A	—	17,471	-17,471	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	17,310	-17,310	-100%	$1.1M	—	—	—
Intech Investment Management LLC	N/A	—	16,596	-16,596	-100%	$1.1M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	16,300	-16,300	-100%	$1.1M	—	—	—
Vestcor Inc	N/A	—	15,494	-15,494	-100%	$1.0M	—	—	—
Drucker Wealth 3.0, LLC	N/A	—	15,168	-15,168	-100%	$992.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	14,855	-14,855	-100%	$971.8K	—	—	—
Harbor Advisors LLC	N/A	—	14,800	-14,800	-100%	$968.2K	—	—	—
Captrust Financial Advisors	N/A	—	13,918	-13,918	-100%	$910.5K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	13,801	-13,801	-100%	$902.9K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	13,734	-13,734	-100%	$898.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	13,133	-13,133	-100%	$859.2K	—	—	—
Franklin Resources Inc	N/A	—	13,025	-13,025	-100%	$852.1K	—	—	—
Winton Group Ltd	N/A	—	12,422	-12,422	-100%	$812.6K	—	—	—
Marshall Financial Group, LLC	N/A	—	12,334	-12,334	-100%	$806.9K	—	—	—
Allstate Corp	N/A	—	12,091	-12,091	-100%	$791.0K	—	—	—
Merit Financial Group, LLC	N/A	—	11,772	-11,772	-100%	$770.1K	—	—	—
Arax Advisory Partners	N/A	—	11,046	-11,046	-100%	$722.6K	—	—	—
M&T Bank Corp	N/A	—	11,005	-11,005	-100%	$720.2K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	10,973	-10,973	-100%	$717.8K	—	—	—
Whittier Trust Co	N/A	—	10,867	-10,867	-100%	$781.8K	—	—	—
Waterloo Capital, L.P.	N/A	—	10,309	-10,309	-100%	$674.4K	—	—	—
State of Wisconsin Investment Board	N/A	—	9,845	-9,845	-100%	$644.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	9,797	-9,797	-100%	$640.9K	—	—	—
Advyzon Investment Management, LLC	N/A	—	9,631	-9,631	-100%	$630.1K	—	—	—
Argent Trust Co	N/A	—	8,961	-8,961	-100%	$586.2K	—	—	—
MAI Capital Management	N/A	—	8,220	-8,220	-100%	$537.8K	—	—	—
Focus Partners Wealth	N/A	—	8,123	-8,123	-100%	$531.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	7,910	-7,910	-100%	$517.5K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	7,648	-7,648	-100%	$500.0K	—	—	—
MML Investors Services, LLC	N/A	—	7,576	-7,576	-100%	$495.6K	—	—	—
First National Advisers, LLC	N/A	—	7,178	-7,178	-100%	$469.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	6,854	-6,854	-100%	$448.4K	—	—	—
AE Wealth Management LLC	N/A	—	6,707	-6,707	-100%	$438.8K	—	—	—
Brevan Howard Capital Management LP	N/A	—	6,670	-6,670	-100%	$436.4K	—	—	—
Aviva PLC	N/A	—	6,593	-6,593	-100%	$431.3K	—	—	—
O'rourke & Company, Inc	N/A	—	6,413	-6,413	-100%	$419.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	6,322	-6,322	-100%	$413.6K	—	—	—
Bank of Montreal	N/A	—	5,842	-5,842	-100%	$382.2K	—	—	—
Trajan Wealth LLC	N/A	—	5,815	-5,815	-100%	$380.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	5,649	-5,649	-100%	$370.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,631	-5,631	-100%	$368.4K	—	—	—
World Investment Advisors	N/A	—	5,518	-5,518	-100%	$315.3K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	5,422	-5,422	-100%	$354.7K	—	—	—
SG Americas Securities, LLC	N/A	—	5,266	-5,266	-100%	$345.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	5,265	-5,265	-100%	$344.5K	—	—	—
QRG Capital Management, Inc.	N/A	—	5,206	-5,206	-100%	$340.6K	—	—	—
Blueshift Asset Management, LLC	N/A	—	5,050	-5,050	-100%	$330.4K	—	—	—
ST Germain D J Co Inc	N/A	—	5,000	-5,000	-100%	$327.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,977	-4,977	-100%	$325.6K	—	—	—
Armistice Capital, LLC	N/A	—	4,877	-4,877	-100%	$319.1K	—	—	—
Snowden Capital Advisors LLC	N/A	—	4,542	-4,542	-100%	$297.1K	—	—	—
Teacher Retirement System of Texas	N/A	—	4,508	-4,508	-100%	$294.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	4,442	-4,442	-100%	$290.6K	—	—	—
Pallas Capital Advisors LLC	N/A	—	4,013	-4,013	-100%	$262.5K	—	—	—
Benjamin Edwards Inc	N/A	—	3,831	-3,831	-100%	$250.6K	—	—	—
Jane Street Group, LLC	N/A	—	3,772	-3,772	-100%	$246.8K	—	—	—
Diametric Capital, LP	N/A	—	3,726	-3,726	-100%	$243.8K	—	—	—
Alpine Woods Capital Investors, LLC	N/A	—	3,659	-3,659	-100%	$239.4K	—	—	—
DnB Asset Management AS	N/A	—	3,430	-3,430	-100%	$224.4K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	3,369	-3,369	-100%	$220.4K	—	—	—
Private Advisor Group, LLC	N/A	—	3,358	-3,358	-100%	$219.7K	—	—	—
Moors & Cabot, Inc.	N/A	—	3,216	-3,216	-100%	$210.4K	—	—	—
Quantbot Technologies LP	N/A	—	3,150	-3,150	-100%	$206.1K	—	—	—
HSBC Holdings PLC	N/A	—	3,088	-3,088	-100%	$202.0K	—	—	—
Huntington National Bank	N/A	—	2,301	-2,301	-100%	$150.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,849	-1,849	-100%	$129.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,683	-1,683	-100%	$110.1K	—	—	—
Nykredit A/S	N/A	—	1,515	-1,515	-100%	$99.1K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,343	-1,343	-100%	$87.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,003	-1,003	-100%	$65.6K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	974	-974	-100%	$63.7K	—	—	—
UMB Bank, n.a.	N/A	—	851	-851	-100%	$55.7K	—	—	—
Optiver Holding B.V.	N/A	—	691	-691	-100%	$45.2K	—	—	—
Neo Ivy Capital Management	N/A	—	674	-674	-100%	$44.1K	—	—	—
Allworth Financial LP	N/A	—	670	-670	-100%	$43.8K	—	—	—
HM Payson & Co	N/A	—	642	-642	-100%	$42.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	536	-536	-100%	$33.7K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	519	-519	-100%	$34.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	476	-476	-100%	$31.1K	—	—	—
Allied Private Wealth LLC	N/A	—	390	-390	-100%	$25.2K	—	—	—
Crewe Advisors LLC	N/A	—	387	-387	-100%	$25.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	353	-353	-100%	$23.1K	—	—	—
LRI Investments, LLC	N/A	—	343	-343	-100%	$22.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	332	-332	-100%	$21.7K	—	—	—
BFC Planning, Inc.	N/A	—	315	-315	-100%	$20.6K	—	—	—
Nomura Asset Management Co LTD	N/A	—	300	-300	-100%	$19.6K	—	—	—
Rothschild Investment LLC	N/A	—	268	-268	-100%	$17.5K	—	—	—
Persistent Asset Partners Ltd	N/A	—	211	-211	-100%	$13.8K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	163	-163	-100%	$10.7K	—	—	—
Colonial Trust Co / SC	N/A	—	134	-134	-100%	$8.4K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	125	-125	-100%	$8.2K	—	—	—
S&T Bank	N/A	—	107	-107	-100%	$7.0K	—	—	—
Ancora Advisors LLCA	N/A	—	106	-106	-100%	$6.9K	—	—	—
Zions Bancorporation, National Association	N/A	—	97	-97	-100%	$6.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	79	-79	-100%	$5.2K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	60	-60	-100%	$3.9K	—	—	—
Horizon Investments, LLC	N/A	—	59	-59	-100%	$3.8K	—	—	—
CVA Family Office, LLC	N/A	—	48	-48	-100%	$3.1K	—	—	—
JPL Wealth Management, LLC	N/A	—	47	-47	-100%	$3.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	42	-42	-100%	$2.7K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	39	-39	-100%	$2.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	27	-27	-100%	$1.8K	—	—	—
Clearstead Advisors, LLC	N/A	—	15	-15	-100%	$982	—	—	—
Ankerstar Wealth, LLC	N/A	—	13	-13	-100%	$850	—	—	—
Prestige Wealth Management Group LLC	N/A	—	9	-9	-100%	$589	—	—	—
HFM Investment Advisors, LLC	N/A	—	8	-8	-100%	$524	—	—	—
Rialto Wealth Management, LLC	N/A	—	8	-8	-100%	$524	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	8	-8	-100%	$523	—	—	—
NewEdge Advisors, LLC	N/A	—	7	-7	-100%	$458	—	—	—
Evolution Advisers, Inc.	N/A	—	5	-5	-100%	$0	—	—	—
Quarry LP	N/A	—	3	-3	-100%	$196	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	2	-2	-100%	$131	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$65	—	—	—

Showing 420 of 420 institutions