Morningstar Inc (MORN)

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

Shares630,628 from 561,857

Change+68,771 (+12%)

Value$119.8M (+$32.2M)

Filed 2026-11-04

Copeland Capital Management, LLC

INCREASED

Shares333,586 from 229,546

Change+104,040 (+45%)

Value$63.4M (+$27.6M)

Filed 2026-10-13

Bank of New York Mellon Corp

DECREASED

Shares220,092 from 232,481

Change-12,389 (-5%)

Value$41.8M (+$5.6M)

Filed 2026-11-05

Confluence Investment Management LLC

DECREASED

Shares149,383 from 166,257

Change-16,874 (-10%)

Value$28.4M (+$2.4M)

Filed 2026-10-01

Principal Financial Group Inc

DECREASED

Shares71,572 from 76,156

Change-4,584 (-6%)

Value$13.6M (+$1.7M)

Filed 2026-11-02

Chicago Capital, LLC

DECREASED

Shares60,436 from 60,972

Change-536 (-1%)

Value$11.5M (+$2.0M)

Filed 2026-10-13

Candriam S.C.A.

DECREASED

Shares51,944 from 74,445

Change-22,501 (-30%)

Value$9.9M (-$1.7M)

Filed 2026-11-03

Barclays PLC

INCREASED

Shares41,105 from 26,602

Change+14,503 (+55%)

Value$7.8M (+$3.7M)

Filed 2026-11-06

DekaBank Deutsche Girozentrale

NEW

Shares37,600

Change+37,600

Value$7.1K

Filed 2026-10-27

Creative Planning

DECREASED

Shares34,278 from 34,701

Change-423 (-1%)

Value$6.5M (+$1.1M)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

INCREASED

Shares27,275 from 6,393

Change+20,882 (+327%)

Value$5.2M (+$4.2M)

Filed 2026-11-04

Nicholas Company, Inc.

INCREASED

Shares26,215 from 26,185

Change+30 (+0%)

Value$5.0M (+$896.5K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares23,351 from 23,699

Change-348 (-1%)

Value$4.4K (-$3.7M)

Filed 2026-10-15

GHP Investment Advisors, Inc.

INCREASED

Shares22,849 from 18,361

Change+4,488 (+24%)

Value$4.3M (+$1.5M)

Filed 2026-10-15

Retirement Systems of Alabama

DECREASED

Shares19,734 from 22,812

Change-3,078 (-13%)

Value$3.8M (+$191.1K)

Filed 2026-11-04

Natixis

NEW

Shares19,711

Change+19,711

Value$3.7M

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares18,782 from 18,661

Change+121 (+1%)

Value$3.5M (+$663.9K)

Filed 2026-10-13

Savant Capital, LLC

INCREASED

Shares16,381 from 7,400

Change+8,981 (+121%)

Value$3.1M (+$1.7M)

Filed 2026-11-06

Cardinal Capital Management

INCREASED

Shares15,939 from 15,051

Change+888 (+6%)

Value$3.0M (+$680.8K)

Filed 2026-10-21

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares14,429 from 26,415

Change-11,986 (-45%)

Value$2.7M (-$1.4M)

Filed 2026-10-16

Thrivent Financial for Lutherans

DECREASED

Shares13,829 from 15,098

Change-1,269 (-8%)

Value$2.6K (-$2.4M)

Filed 2026-11-05

Berkeley, Inc

DECREASED

Shares13,494 from 15,202

Change-1,708 (-11%)

Value$2.6M (+$192.5K)

Filed 2026-10-20

TD Waterhouse Canada Inc.

INCREASED

Shares13,031 from 435

Change+12,596 (+2896%)

Value$2.5M (+$2.4M)

Filed 2026-10-16

Virginia Retirement Systems ET Al

INCREASED

Shares11,600 from 9,400

Change+2,200 (+23%)

Value$2.2M (+$737.9K)

Filed 2026-10-28

Citigroup Inc

DECREASED

Shares11,121 from 17,641

Change-6,520 (-37%)

Value$2.1M (-$638.9K)

Filed 2026-11-04

Aviance Capital Partners, LLC

NEW

Shares9,427

Change+9,427

Value$1.8M

Filed 2026-10-29

Amalgamated Bank

DECREASED

Shares8,759 from 9,900

Change-1,141 (-12%)

Value$1.7K (-$1.5M)

Filed 2026-10-23

Linden Thomas Advisory Services, LLC

DECREASED

Shares8,647 from 8,686

Change-39 (0%)

Value$1.6M (+$288.1K)

Filed 2026-10-19

Motley Fool Asset Management LLC

DECREASED

Shares8,573 from 9,373

Change-800 (-9%)

Value$1.6M (+$166.8K)

Filed 2026-10-27

Bright Rock Capital Management, LLC

UNCHANGED

Shares7,500 from 7,500

Change0 (0%)

Value$1.4M (+$255.2K)

Filed 2026-10-05

Empire Life Investments Inc.

UNCHANGED

Shares7,122 from 7,122

Change0 (0%)

Value$1.4M (+$242.3K)

Filed 2026-11-06

Ceera Investments, LLC

DECREASED

Shares7,061 from 7,136

Change-75 (-1%)

Value$1.3M (+$228.5K)

Filed 2026-11-02

Mutual of America Capital Management LLC

DECREASED

Shares6,976 from 8,163

Change-1,187 (-15%)

Value$1.3M (+$52.1K)

Filed 2026-10-23

Atria Investments, Inc

INCREASED

Shares6,942 from 2,519

Change+4,423 (+176%)

Value$1.3M (+$926.3K)

Filed 2026-10-15

Level Four Advisory Services, LLC

DECREASED

Shares6,910 from 7,818

Change-908 (-12%)

Value$1.3M (+$93.5K)

Filed 2026-11-06

Azzad Asset Management Inc

DECREASED

Shares6,685 from 11,779

Change-5,094 (-43%)

Value$1.3M (-$567.3K)

Filed 2026-11-04

New York State Teachers Retirement System

DECREASED

Shares6,660 from 6,970

Change-310 (-4%)

Value$1.3K (-$1.1M)

Filed 2026-10-22

State of New Jersey Common Pension Fund D

UNCHANGED

Shares6,624 from 6,624

Change0 (0%)

Value$1.3M (+$225.3K)

Filed 2026-11-05

Truist Financial Corp

DECREASED

Shares6,061 from 6,481

Change-420 (-6%)

Value$1.2M (+$140.7K)

Filed 2026-10-30

Wedbush Securities Inc

DECREASED

Shares5,895 from 6,031

Change-136 (-2%)

Value$1.1K (-$939.9K)

Filed 2026-10-22

Louisiana State Employees Retirement System

DECREASED

Shares5,700 from 6,500

Change-800 (-12%)

Value$1.1M (+$69.1K)

Filed 2026-10-20

Arizona State Retirement System

INCREASED

Shares5,624 from 5,580

Change+44 (+1%)

Value$1.1M (+$198.2K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares5,502 from 5,905

Change-403 (-7%)

Value$1.0M (+$124.5K)

Filed 2026-11-05

Merit Financial Group, LLC

INCREASED

Shares5,264 from 4,590

Change+674 (+15%)

Value$1.0M (+$284.2K)

Filed 2026-11-06

Sepio Capital, LP

DECREASED

Shares5,227 from 5,235

Change-8 (0%)

Value$993.3K (+$176.6K)

Filed 2026-10-22

US Bancorp \de\

DECREASED

Shares5,161 from 6,407

Change-1,246 (-19%)

Value$980.8K (-$18.8K)

Filed 2026-11-05

Achmea Investment Management B.V.

NEW

Shares5,000

Change+5,000

Value$951.0K

Filed 2026-10-30

Yousif Capital Management, LLC

DECREASED

Shares4,934 from 6,087

Change-1,153 (-19%)

Value$937.7K (-$12.0K)

Filed 2026-10-22

Brighton Jones LLC

DECREASED

Shares4,698 from 5,249

Change-551 (-10%)

Value$892.8K (+$73.8K)

Filed 2026-11-03

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares4,567 from 5,280

Change-713 (-13%)

Value$867.9K (+$44.1K)

Filed 2026-11-03

State of Michigan Retirement System

DECREASED

Shares4,500 from 5,200

Change-700 (-13%)

Value$855.2K (+$43.9K)

Filed 2026-10-27

Park Avenue Securities LLC

INCREASED

Shares4,423 from 4,198

Change+225 (+5%)

Value$841 (-$654.2K)

Filed 2026-10-26

Harbor Capital Advisors, Inc.

INCREASED

Shares4,349 from 4,278

Change+71 (+2%)

Value$826 (-$666.2K)

Filed 2026-10-22

Bradyco, Inc.

DECREASED

Shares4,164 from 4,864

Change-700 (-14%)

Value$791.3K (+$32.4K)

Filed 2026-11-03

Martin Capital Advisors, LLP

DECREASED

Shares4,086 from 4,202

Change-116 (-3%)

Value$776.5K (+$120.9K)

Filed 2026-10-15

Exchange Traded Concepts, LLC

INCREASED

Shares4,055 from 705

Change+3,350 (+475%)

Value$770.6K (+$660.6K)

Filed 2026-10-28

New Mexico Educational Retirement Board

DECREASED

Shares4,000 from 5,200

Change-1,200 (-23%)

Value$760 (-$810.2K)

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares3,943 from 4,586

Change-643 (-14%)

Value$749.3K (+$33.8K)

Filed 2026-10-30

HB Wealth Management, LLC

INCREASED

Shares3,827 from 2,562

Change+1,265 (+49%)

Value$727.3K (+$327.6K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

INCREASED

Shares3,722 from 692

Change+3,030 (+438%)

Value$707.3K (+$599.4K)

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares3,355 from 3,050

Change+305 (+10%)

Value$637.6K (+$161.7K)

Filed 2026-11-05

Pictet Asset Management Holding SA

UNCHANGED

Shares3,326 from 3,326

Change0 (0%)

Value$632.1K (+$113.2K)

Filed 2026-11-03

Chicago Partners Investment Group LLC

INCREASED

Shares3,074 from 2,768

Change+306 (+11%)

Value$691.3K (+$227.5K)

Filed 2026-10-27

Personal CFO Solutions, LLC

INCREASED

Shares3,043 from 2,345

Change+698 (+30%)

Value$578.3K (+$212.4K)

Filed 2026-11-06

WBI Investments, LLC

NEW

Shares2,948

Change+2,948

Value$560.3K

Filed 2026-11-05

Intrua Financial, LLC

DECREASED

Shares2,697 from 2,700

Change-3 (0%)

Value$512.6K (+$91.3K)

Filed 2026-10-28

Lecap Asset Management LTD

NEW

Shares2,558

Change+2,558

Value$486.1K

Filed 2026-10-27

Xponance LLC

DECREASED

Shares2,430 from 2,653

Change-223 (-8%)

Value$461.8K (+$47.9K)

Filed 2026-11-03

Swiss Life Asset Management Ltd

DECREASED

Shares2,310 from 2,566

Change-256 (-10%)

Value$439.0K (+$38.6K)

Filed 2026-11-03

Redmond Asset Management, LLC

DECREASED

Shares2,296 from 7,681

Change-5,385 (-70%)

Value$436.3K (-$762.1K)

Filed 2026-10-27

YHB Investment Advisors, Inc.

DECREASED

Shares2,090 from 2,370

Change-280 (-12%)

Value$397.2K (+$27.4K)

Filed 2026-10-08

Keeler Thomas Management LLC

DECREASED

Shares2,057 from 3,348

Change-1,291 (-39%)

Value$390.9K (-$131.6K)

Filed 2026-10-29

Citizens Financial Group Inc

INCREASED

Shares1,977 from 1,450

Change+527 (+36%)

Value$375.7K (+$149.5K)

Filed 2026-10-23

Baker Avenue Asset Management, LP

DECREASED

Shares1,962 from 2,329

Change-367 (-16%)

Value$372.9K (+$9.5K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares1,932 from 1,989

Change-57 (-3%)

Value$367.2K (+$56.8K)

Filed 2026-11-02

Malaga Cove Capital, LLC

NEW

Shares1,931

Change+1,931

Value$367.0K

Filed 2026-10-23

Kestra Advisory Services, LLC

NEW

Shares1,909

Change+1,909

Value$362.8K

Filed 2026-11-02

Krilogy Financial LLC

DECREASED

Shares1,880 from 2,013

Change-133 (-7%)

Value$384.1K (+$70.0K)

Filed 2026-10-13

Spectrum Asset Management, Inc. (NB )

INCREASED

Shares1,834 from 1,829

Change+5 (+0%)

Value$348.5K (+$63.1K)

Filed 2026-10-19

Kornitzer Capital Management Inc

DECREASED

Shares1,777 from 1,783

Change-6 (0%)

Value$337.7K (+$59.5K)

Filed 2026-11-03

HUB Investment Partners, LLC

DECREASED

Shares1,615 from 1,870

Change-255 (-14%)

Value$306.9K (+$15.2K)

Filed 2026-11-03

Lido Advisors, LLC

NEW

Shares1,604

Change+1,604

Value$304.8K

Filed 2026-11-04

NorthCrest Asset Manangement, LLC

INCREASED

Shares1,480 from 1,441

Change+39 (+3%)

Value$300.1K (+$61.5K)

Filed 2026-10-13

Simplicity Wealth,LLC

NEW

Shares1,468

Change+1,468

Value$279.0K

Filed 2026-10-23

Vise Technologies, Inc.

NEW

Shares1,463

Change+1,463

Value$278.1K

Filed 2026-10-29

AlphaCore Capital LLC

NEW

Shares1,443

Change+1,443

Value$274.2K

Filed 2026-11-04

Crestwood Advisors Group, LLC

DECREASED

Shares1,418 from 1,481

Change-63 (-4%)

Value$269.5K (+$38.4K)

Filed 2026-10-27

Ritholtz Wealth Management

NEW

Shares1,408

Change+1,408

Value$267.6K

Filed 2026-11-05

Securian Asset Management, Inc

DECREASED

Shares1,405 from 1,627

Change-222 (-14%)

Value$267.0K (-$13.6K)

Filed 2026-11-06

Curated Wealth Partners LLC

NEW

Shares1,383

Change+1,383

Value$262.8K

Filed 2026-10-15

J.W. Cole Advisors, Inc.

DECREASED

Shares1,365 from 1,465

Change-100 (-7%)

Value$259.4K (+$30.8K)

Filed 2026-11-05

Olympiad Research LP

NEW

Shares1,334

Change+1,334

Value$253.5K

Filed 2026-11-04

Crossmark Global Holdings, Inc.

NEW

Shares1,306

Change+1,306

Value$248.2K

Filed 2026-10-21

Evergreen Capital Management LLC

DECREASED

Shares1,265 from 2,582

Change-1,317 (-51%)

Value$240.4K (-$162.4K)

Filed 2026-10-23

Maryland State Retirement & Pension System

NEW

Shares1,247

Change+1,247

Value$237.0K

Filed 2026-11-05

1620 Investment Advisors, Inc.

INCREASED

Shares1,225 from 1,190

Change+35 (+3%)

Value$232.8K (+$47.1K)

Filed 2026-11-04

CIBC Asset Management Inc

NEW

Shares1,224

Change+1,224

Value$232.6K

Filed 2026-11-05

Nykredit A/S

UNCHANGED

Shares1,206 from 1,206

Change0 (0%)

Value$229.2K (+$41.0K)

Filed 2026-11-06

Connecticut Capital Management Group, LLC

NEW

Shares1,119

Change+1,119

Value$212.7K

Filed 2026-10-29

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

DECREASED

Shares1,085 from 1,586

Change-501 (-32%)

Value$206.2K (-$41.3K)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

DECREASED

Shares1,070 from 1,079

Change-9 (-1%)

Value$203.3K (+$35.0K)

Filed 2026-11-04

VestGen Advisors, LLC

DECREASED

Shares1,065 from 1,492

Change-427 (-29%)

Value$202.4K (-$30.4K)

Filed 2026-10-27

Fulcrum Asset Management LLP

INCREASED

Shares898 from 19

Change+879 (+4626%)

Value$167.3K (+$164.4K)

Filed 2026-11-04

Parallel Advisors, LLC

DECREASED

Shares868 from 1,101

Change-233 (-21%)

Value$165.0K (-$6.8K)

Filed 2026-11-03

Essential Partners LLC

DECREASED

Shares743 from 1,331

Change-588 (-44%)

Value$141.2K (-$66.5K)

Filed 2026-10-14

Versant Capital Management, Inc

DECREASED

Shares726 from 970

Change-244 (-25%)

Value$138.0K (-$13.4K)

Filed 2026-10-02

Signaturefd, LLC

INCREASED

Shares662 from 587

Change+75 (+13%)

Value$125.8K (+$34.2K)

Filed 2026-10-23

KBC Group NV

UNCHANGED

Shares659 from 659

Change0 (0%)

Value$125 (-$102.9K)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares652 from 454

Change+198 (+44%)

Value$123.9K (+$53.1K)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares558

Change+558

Value$106.0K

Filed 2026-10-21

Sterling Capital Management LLC

DECREASED

Shares523 from 555

Change-32 (-6%)

Value$99.4K (+$12.8K)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares462 from 155

Change+307 (+198%)

Value$87.8K (+$63.6K)

Filed 2026-10-26

Eurizon Capital SGR S.p.A.

UNCHANGED

Shares448 from 448

Change0 (0%)

Value$83.6K (+$13.7K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

INCREASED

Shares403 from 304

Change+99 (+33%)

Value$76.6K (+$29.2K)

Filed 2026-10-20

IFP Advisors, Inc

INCREASED

Shares403 from 315

Change+88 (+28%)

Value$76.6K (+$27.4K)

Filed 2026-10-16

Gamma Investing LLC

DECREASED

Shares365 from 420

Change-55 (-13%)

Value$69.4K (+$3.8K)

Filed 2026-10-08

State of Wyoming

DECREASED

Shares353 from 1,199

Change-846 (-71%)

Value$67.1K (-$120.0K)

Filed 2026-10-28

Parkside Financial Bank & Trust

INCREASED

Shares344 from 107

Change+237 (+222%)

Value$65.4K (+$48.7K)

Filed 2026-10-27

Bokf, NA

UNCHANGED

Shares325 from 325

Change0 (0%)

Value$61.8K (+$11.1K)

Filed 2026-10-27

Strs Ohio

DECREASED

Shares264 from 410

Change-146 (-36%)

Value$50.2K (-$13.8K)

Filed 2026-10-30

True Wealth Design, LLC

DECREASED

Shares247 from 312

Change-65 (-21%)

Value$46.9K (-$1.7K)

Filed 2026-10-13

Fortitude Family Office, LLC

INCREASED

Shares234 from 65

Change+169 (+260%)

Value$44.5K (+$34.3K)

Filed 2026-10-14

Covestor Ltd

INCREASED

Shares221 from 156

Change+65 (+42%)

Value$42 (+$18)

Filed 2026-10-30

WPG Advisers, LLC

UNCHANGED

Shares159 from 159

Change0 (0%)

Value$30.2K (+$5.4K)

Filed 2026-10-27

Grove Bank & Trust

UNCHANGED

Shares158 from 158

Change0 (0%)

Value$30.0K (+$5.4K)

Filed 2026-10-08

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$29.5K (+$5.3K)

Filed 2026-10-27

Bayforest Capital Ltd

DECREASED

Shares153 from 499

Change-346 (-69%)

Value$29.1K (-$48.8K)

Filed 2026-11-03

Elyxium Wealth, LLC

NEW

Shares137

Change+137

Value$26.0K

Filed 2026-10-27

Central Trust Co

INCREASED

Shares135 from 75

Change+60 (+80%)

Value$25.7K (+$14.0K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares122 from 92

Change+30 (+33%)

Value$23.2K (+$8.8K)

Filed 2026-10-21

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares119 from 141

Change-22 (-16%)

Value$22.6K (+$616)

Filed 2026-10-05

Elevation Wealth Partners, LLC

DECREASED

Shares109 from 128

Change-19 (-15%)

Value$20.7K (+$744)

Filed 2026-10-07

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares107 from 107

Change0 (0%)

Value$20.3K (+$3.6K)

Filed 2026-11-05

Salomon & Ludwin, LLC

UNCHANGED

Shares94 from 94

Change0 (0%)

Value$17.9K (+$2.6K)

Filed 2026-10-29

Hughes Financial Services, LLC

INCREASED

Shares87 from 85

Change+2 (+2%)

Value$19.4K (+$6.1K)

Filed 2026-10-30

Private Trust Co NA

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$16.0K (+$2.9K)

Filed 2026-10-20

Bradley & Co. Private Wealth Management, LLC

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$15.8K (+$2.8K)

Filed 2026-10-23

North Star Investment Management Corp.

INCREASED

Shares82 from 62

Change+20 (+32%)

Value$15.6K (+$5.9K)

Filed 2026-10-27

Simplex Trading, LLC

DECREASED

Shares80 from 739

Change-659 (-89%)

Value$15.2K (-$100.1K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares79 from 70

Change+9 (+13%)

Value$15.0K (+$4.1K)

Filed 2026-10-27

Cedar Mountain Advisors, LLC

INCREASED

Shares78 from 77

Change+1 (+1%)

Value$14.7K (+$2.7K)

Filed 2026-10-15

Provenance Wealth Advisors, LLC

NEW

Shares75

Change+75

Value$14.3K

Filed 2026-10-30

CoreCap Advisors, LLC

INCREASED

Shares72 from 10

Change+62 (+620%)

Value$13.7K (+$12.1K)

Filed 2026-10-08

Activest Wealth Management

INCREASED

Shares72 from 52

Change+20 (+38%)

Value$13.7K (+$5.6K)

Filed 2026-10-15

Eastern Bank

NEW

Shares67

Change+67

Value$12.7K

Filed 2026-10-05

Bell Investment Advisors, Inc

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$10.8K (+$1.9K)

Filed 2026-10-29

KFG LLC

NEW

Shares55

Change+55

Value$10.5K

Filed 2026-11-02

American National Bank & Trust

DECREASED

Shares51 from 170

Change-119 (-70%)

Value$9.7K (-$16.8K)

Filed 2026-10-07

Buck Wealth Strategies, LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$8.6K (+$1.6K)

Filed 2026-10-28

Capital Advisors, Ltd. LLC

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$8 (+$1)

Filed 2026-10-27

Blue Trust, Inc.

DECREASED

Shares36 from 99

Change-63 (-64%)

Value$6.8K (-$8.6K)

Filed 2026-10-15

Creative Financial Designs Inc

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$6.3K (+$1.1K)

Filed 2026-11-04

TD Private Client Wealth LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$5.9K (+$1.1K)

Filed 2026-10-28

James T. Borello RIA

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$5.3K (+$952)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

DECREASED

Shares25 from 41

Change-16 (-39%)

Value$4.8K (-$1.6K)

Filed 2026-10-29

High Note Wealth, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$4.8K (+$850)

Filed 2026-10-27

Clearstead Advisors, LLC

DECREASED

Shares24 from 60

Change-36 (-60%)

Value$4.6K (-$4.8K)

Filed 2026-11-06

Farmers & Merchants Investments Inc

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$4.2K (+$749)

Filed 2026-10-22

MJT & Associates Financial Advisory Group, Inc.

DECREASED

Shares18 from 34

Change-16 (-47%)

Value$3.4K (-$1.9K)

Filed 2026-10-07

JFS Wealth Advisors, LLC

INCREASED

Shares14 from 5

Change+9 (+180%)

Value$2.7K (+$1.9K)

Filed 2026-11-03

Manchester Capital Management LLC

DECREASED

Shares13 from 19

Change-6 (-32%)

Value$2.5K (-$494)

Filed 2026-10-22

Planning Strategies Inc.

DECREASED

Shares8 from 12

Change-4 (-33%)

Value$1.5K (-$352)

Filed 2026-10-02

Horizon Financial Services, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$1.5K (+$272)

Filed 2026-11-04

Ascentis Wealth Management, LLC

NEW

Shares6

Change+6

Value$1.1K

Filed 2026-11-03

Compass Financial Management LLC

DECREASED

Shares6 from 34

Change-28 (-82%)

Value$1.1K (-$5.5K)

Filed 2026-10-30

DiNuzzo Private Wealth, Inc.

INCREASED

Shares6 from 2

Change+4 (+200%)

Value$1.1K (+$828)

Filed 2026-10-16

Bay Harbor Wealth Management, LLC

NEW

Shares5

Change+5

Value$950

Filed 2026-11-03

Burk Holdings LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$950 (+$170)

Filed 2026-11-05

USA Financial Formulas

NEW

Shares4

Change+4

Value$760

Filed 2026-10-16

Private Wealth Management Group, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$761 (+$136)

Filed 2026-10-19

Spire Wealth Management

NEW

Shares3

Change+3

Value$504

Filed 2026-10-30

Country Trust Bank

NEW

Shares3

Change+3

Value$570

Filed 2026-10-30

Valley National Advisers Inc

NEW

Shares3

Change+3

Value$571

Filed 2026-10-23

Quaker Wealth Management, LLC

DECREASED

Shares3 from 4

Change-1 (-25%)

Value$571 (-$54)

Filed 2026-10-22

Rossby Financial, LCC

DECREASED

Shares3 from 4

Change-1 (-25%)

Value$570 (-$54)

Filed 2026-11-05

SBI Securities Co., Ltd.

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$570 (+$258)

Filed 2026-10-22

Creative Capital Management Investments LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$570 (+$102)

Filed 2026-10-28

Torren Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$570 (+$102)

Filed 2026-10-29

Breakwater Investment Management

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$571 (+$102)

Filed 2026-10-20

Silver Grove Financial Group, Inc.

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$380 (+$224)

Filed 2026-11-05

Cromwell Holdings LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$380 (+$68)

Filed 2026-10-28

GK Wealth Management LLC

NEW

Shares1

Change+1

Value$258

Filed 2026-10-09

Proathlete Wealth Management LLC

NEW

Shares1

Change+1

Value$190

Filed 2026-10-15

TFC Financial Management, Inc.

NEW

Shares1

Change+1

Value$191

Filed 2026-10-26

DecisionPoint Financial, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$192 (+$30)

Filed 2026-10-27

American Capital Advisory, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$191 (+$34)

Filed 2026-10-28

Barlow Wealth Partners, LLC

CLOSED

Shares0 from 57,602

Change-57,602 (-100%)

Value$0 (-$9.5M)

Filed 2026-10-15

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 16,454

Change-16,454 (-100%)

Value$0 (-$2.6M)

Filed 2026-10-21

Fluent Financial, LLC

CLOSED

Shares0 from 14,362

Change-14,362 (-100%)

Value$0 (-$2.2M)

Filed 2026-10-13

Apeiron RIA LLC

CLOSED

Shares0 from 11,767

Change-11,767 (-100%)

Value$0 (-$432.5K)

Filed 2026-10-08

Henshaw Capital LLC

CLOSED

Shares0 from 11,672

Change-11,672 (-100%)

Value$0 (-$1.8M)

Filed 2026-11-03

OP Asset Management Ltd

CLOSED

Shares0 from 4,386

Change-4,386 (-100%)

Value$0 (-$684.3K)

Filed 2026-11-05

Jefferies Financial Group Inc.

CLOSED

Shares0 from 3,676

Change-3,676 (-100%)

Value$0 (-$573.5K)

Filed 2026-11-05

New York Life Investment Management LLC

CLOSED

Shares0 from 2,603

Change-2,603 (-100%)

Value$0 (-$406.1K)

Filed 2026-11-04

iA Global Asset Management Inc.

CLOSED

Shares0 from 2,480

Change-2,480 (-100%)

Value$0 (-$387.0K)

Filed 2026-10-29

Daiwa Securities Group Inc.

CLOSED

Shares0 from 2,392

Change-2,392 (-100%)

Value$0 (-$373.2K)

Filed 2026-10-29

Aaron Wealth Advisors LLC

CLOSED

Shares0 from 2,102

Change-2,102 (-100%)

Value$0 (-$328.0K)

Filed 2026-10-13

Oak Thistle LLC

CLOSED

Shares0 from 2,099

Change-2,099 (-100%)

Value$0 (-$327.5K)

Filed 2026-10-21

Verdence Capital Advisors LLC

CLOSED

Shares0 from 1,624

Change-1,624 (-100%)

Value$0 (-$253.3K)

Filed 2026-10-26

Machina Capital S.A.S.

CLOSED

Shares0 from 1,602

Change-1,602 (-100%)

Value$0 (-$249.9K)

Filed 2026-11-05

111 Capital

CLOSED

Shares0 from 1,295

Change-1,295 (-100%)

Value$0 (-$202.0K)

Filed 2026-11-03

Diversify Advisory Services, LLC

CLOSED

Shares0 from 1,224

Change-1,224 (-100%)

Value$0 (-$223.4K)

Filed 2026-10-20

Diversify Wealth Management, LLC

CLOSED

Shares0 from 1,224

Change-1,224 (-100%)

Value$0 (-$223.4K)

Filed 2026-10-20

Centerpoint Advisors, LLC

CLOSED

Shares0 from 109

Change-109 (-100%)

Value$0 (-$17.0K)

Filed 2026-11-05

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 89

Change-89 (-100%)

Value$0 (-$13.9K)

Filed 2026-10-07

Cornerstone Planning Group LLC

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$8.0K)

Filed 2026-10-16

Wolff Wiese Magana LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-15

International Assets Investment Management, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$486)

Filed 2026-11-02

Whipplewood Advisors, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$468)

Filed 2026-10-20

MV Capital Management, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$469)

Filed 2026-10-29

Avion Wealth

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$156)

Filed 2026-10-15

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

Bamco Inc

N/A

Shares— from 3,499,146

Change-3,499,146 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,081,736

Change-2,081,736 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,493,037

Change-1,493,037 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,484,135

Change-1,484,135 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,304,388

Change-1,304,388 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 950,075

Change-950,075 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 894,406

Change-894,406 (-100%)

Value—

State Street Corp

N/A

Shares— from 716,473

Change-716,473 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 578,315

Change-578,315 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 557,955

Change-557,955 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 484,249

Change-484,249 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 431,301

Change-431,301 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 420,742

Change-420,742 (-100%)

Value—

Kensico Capital Management Corp

N/A

Shares— from 284,100

Change-284,100 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 259,287

Change-259,287 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 244,324

Change-244,324 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 238,770

Change-238,770 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 236,316

Change-236,316 (-100%)

Value—

UBS Group AG

N/A

Shares— from 209,075

Change-209,075 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 206,136

Change-206,136 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 203,220

Change-203,220 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 192,610

Change-192,610 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 191,181

Change-191,181 (-100%)

Value—

FMR LLC

N/A

Shares— from 180,968

Change-180,968 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 179,184

Change-179,184 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 169,919

Change-169,919 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 162,620

Change-162,620 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 162,073

Change-162,073 (-100%)

Value—

Brookfield Corp

N/A

Shares— from 156,792

Change-156,792 (-100%)

Value—

Norges Bank

N/A

Shares— from 155,686

Change-155,686 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 147,892

Change-147,892 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 144,996

Change-144,996 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 142,299

Change-142,299 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 136,878

Change-136,878 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 136,872

Change-136,872 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 124,542

Change-124,542 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 118,347

Change-118,347 (-100%)

Value—

American Capital Management Inc

N/A

Shares— from 114,947

Change-114,947 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 112,779

Change-112,779 (-100%)

Value—

Crawford Fund Management, LLC

N/A

Shares— from 109,500

Change-109,500 (-100%)

Value—

DF Dent & Co Inc

N/A

Shares— from 106,374

Change-106,374 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 91,390

Change-91,390 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 76,095

Change-76,095 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 74,023

Change-74,023 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 69,077

Change-69,077 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 67,188

Change-67,188 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 64,876

Change-64,876 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 61,984

Change-61,984 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 61,498

Change-61,498 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 55,898

Change-55,898 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 54,859

Change-54,859 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 53,907

Change-53,907 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 50,700

Change-50,700 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 49,783

Change-49,783 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 49,671

Change-49,671 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 48,845

Change-48,845 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 47,742

Change-47,742 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 44,475

Change-44,475 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 41,088

Change-41,088 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 40,600

Change-40,600 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 39,989

Change-39,989 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 35,197

Change-35,197 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 33,811

Change-33,811 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 33,499

Change-33,499 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 32,754

Change-32,754 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 32,638

Change-32,638 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 31,566

Change-31,566 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 31,222

Change-31,222 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 27,906

Change-27,906 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 27,422

Change-27,422 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 24,236

Change-24,236 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 24,099

Change-24,099 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 23,623

Change-23,623 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 22,952

Change-22,952 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 22,877

Change-22,877 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 22,838

Change-22,838 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 22,310

Change-22,310 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 21,114

Change-21,114 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,503

Change-19,503 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 18,560

Change-18,560 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 18,309

Change-18,309 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 18,066

Change-18,066 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,903

Change-17,903 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 17,082

Change-17,082 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 16,740

Change-16,740 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 16,054

Change-16,054 (-100%)

Value—

Worldquant Millennium Advisors LLC

N/A

Shares— from 15,895

Change-15,895 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 15,867

Change-15,867 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 15,846

Change-15,846 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 15,258

Change-15,258 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 15,090

Change-15,090 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 14,919

Change-14,919 (-100%)

Value—

Redwood Investment Management, LLC

N/A

Shares— from 13,997

Change-13,997 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 13,634

Change-13,634 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 13,602

Change-13,602 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,567

Change-13,567 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 13,457

Change-13,457 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,816

Change-12,816 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 12,407

Change-12,407 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 11,955

Change-11,955 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,372

Change-11,372 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 11,232

Change-11,232 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 10,827

Change-10,827 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 10,735

Change-10,735 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 10,625

Change-10,625 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 10,301

Change-10,301 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 9,943

Change-9,943 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 9,854

Change-9,854 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,548

Change-9,548 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 9,535

Change-9,535 (-100%)

Value—

Aurora Investment Counsel

N/A

Shares— from 9,515

Change-9,515 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8,810

Change-8,810 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,718

Change-8,718 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,660

Change-8,660 (-100%)

Value—

Caisse de Depot ET Placement DU Quebec

N/A

Shares— from 8,600

Change-8,600 (-100%)

Value—

Dearborn Partners LLC

N/A

Shares— from 8,465

Change-8,465 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 8,294

Change-8,294 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,245

Change-8,245 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,933

Change-7,933 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 7,810

Change-7,810 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 7,770

Change-7,770 (-100%)

Value—

Zurich Insurance Group Ltd

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 7,275

Change-7,275 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 7,031

Change-7,031 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 6,878

Change-6,878 (-100%)

Value—

Hunter Perkins Capital Management, LLC

N/A

Shares— from 6,705

Change-6,705 (-100%)

Value—

denkapparat Operations GmbH

N/A

Shares— from 6,596

Change-6,596 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 6,520

Change-6,520 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 6,372

Change-6,372 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 6,085

Change-6,085 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,082

Change-6,082 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 5,785

Change-5,785 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 5,653

Change-5,653 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 5,594

Change-5,594 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 5,421

Change-5,421 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 5,212

Change-5,212 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 4,961

Change-4,961 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 4,803

Change-4,803 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 4,633

Change-4,633 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 4,600

Change-4,600 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 4,414

Change-4,414 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 4,259

Change-4,259 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 4,249

Change-4,249 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 4,201

Change-4,201 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,076

Change-4,076 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,059

Change-4,059 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 3,915

Change-3,915 (-100%)

Value—

&partners

N/A

Shares— from 3,755

Change-3,755 (-100%)

Value—

RV Capital AG

N/A

Shares— from 3,700

Change-3,700 (-100%)

Value—

Kera Capital Partners, Inc.

N/A

Shares— from 3,551

Change-3,551 (-100%)

Value—

CSS LLC

N/A

Shares— from 3,520

Change-3,520 (-100%)

Value—

Sivia Capital Partners, LLC

N/A

Shares— from 3,339

Change-3,339 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,305

Change-3,305 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 3,305

Change-3,305 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,295

Change-3,295 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 3,285

Change-3,285 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 3,277

Change-3,277 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 3,206

Change-3,206 (-100%)

Value—

Blair William & Co

N/A

Shares— from 3,162

Change-3,162 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 3,142

Change-3,142 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 3,034

Change-3,034 (-100%)

Value—

Bradley Foster & Sargent Inc

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 2,974

Change-2,974 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,907

Change-2,907 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 2,876

Change-2,876 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 2,788

Change-2,788 (-100%)

Value—

AdvisorShares Investments LLC

N/A

Shares— from 2,720

Change-2,720 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 2,717

Change-2,717 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 2,680

Change-2,680 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,604

Change-2,604 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,575

Change-2,575 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 2,554

Change-2,554 (-100%)

Value—

Bull Harbor Capital LLC

N/A

Shares— from 2,506

Change-2,506 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 2,482

Change-2,482 (-100%)

Value—

Vinva Investment Management Ltd

N/A

Shares— from 2,451

Change-2,451 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 2,337

Change-2,337 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 2,307

Change-2,307 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,299

Change-2,299 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,227

Change-2,227 (-100%)

Value—

Planning Alternatives LTD

N/A

Shares— from 2,138

Change-2,138 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 2,090

Change-2,090 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 2,045

Change-2,045 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,966

Change-1,966 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 1,814

Change-1,814 (-100%)

Value—

Amundi

N/A

Shares— from 1,767

Change-1,767 (-100%)

Value—

Bridgefront Capital, LLC

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 1,663

Change-1,663 (-100%)

Value—

Caerus Investment Advisors, LLC

N/A

Shares— from 1,658

Change-1,658 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 1,588

Change-1,588 (-100%)

Value—

Catalyst Funds Management Pty Ltd

N/A

Shares— from 1,550

Change-1,550 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,505

Change-1,505 (-100%)

Value—

Waddell & Associates, LLC

N/A

Shares— from 1,470

Change-1,470 (-100%)

Value—

Claret Asset Management Corp

N/A

Shares— from 1,448

Change-1,448 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 1,327

Change-1,327 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 1,075

Change-1,075 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,065

Change-1,065 (-100%)

Value—

Twin Tree Management, LP

N/A

Shares— from 913

Change-913 (-100%)

Value—

Westpac Banking Corp

N/A

Shares— from 819

Change-819 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 780

Change-780 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 707

Change-707 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 616

Change-616 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 390

Change-390 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 380

Change-380 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 342

Change-342 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 312

Change-312 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 285

Change-285 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 200

Change-200 (-100%)

Value—

Employees Retirement System of Texas

N/A

Shares— from 184

Change-184 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 178

Change-178 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 137

Change-137 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 102

Change-102 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 73

Change-73 (-100%)

Value—

Quarry LP

N/A

Shares— from 62

Change-62 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 61

Change-61 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 53

Change-53 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 30

Change-30 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 25

Change-25 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 19

Change-19 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

Atlantic Private Wealth, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 6

Change-6 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 5

Change-5 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 3

Change-3 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	630,628	561,857	+68,771	+12%	$87.7M	$119.8M	+$32.2M	2026-11-04
Copeland Capital Management, LLC	INCREASED	333,586	229,546	+104,040	+45%	$35.8M	$63.4M	+$27.6M	2026-10-13
Bank of New York Mellon Corp	DECREASED	220,092	232,481	-12,389	-5%	$36.3M	$41.8M	+$5.6M	2026-11-05
Confluence Investment Management LLC	DECREASED	149,383	166,257	-16,874	-10%	$25.9M	$28.4M	+$2.4M	2026-10-01
Principal Financial Group Inc	DECREASED	71,572	76,156	-4,584	-6%	$11.9M	$13.6M	+$1.7M	2026-11-02
Chicago Capital, LLC	DECREASED	60,436	60,972	-536	-1%	$9.5M	$11.5M	+$2.0M	2026-10-13
Candriam S.C.A.	DECREASED	51,944	74,445	-22,501	-30%	$11.6M	$9.9M	-$1.7M	2026-11-03
Barclays PLC	INCREASED	41,105	26,602	+14,503	+55%	$4.2M	$7.8M	+$3.7M	2026-11-06
DekaBank Deutsche Girozentrale	NEW	37,600	—	+37,600	—	—	$7.1K	—	2026-10-27
Creative Planning	DECREASED	34,278	34,701	-423	-1%	$5.4M	$6.5M	+$1.1M	2026-11-02
Allspring Global Investments Holdings, LLC	INCREASED	27,275	6,393	+20,882	+327%	$1.0M	$5.2M	+$4.2M	2026-11-04
Nicholas Company, Inc.	INCREASED	26,215	26,185	+30	+0%	$4.1M	$5.0M	+$896.5K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	23,351	23,699	-348	-1%	$3.7M	$4.4K	-$3.7M	2026-10-15
GHP Investment Advisors, Inc.	INCREASED	22,849	18,361	+4,488	+24%	$2.9M	$4.3M	+$1.5M	2026-10-15
Retirement Systems of Alabama	DECREASED	19,734	22,812	-3,078	-13%	$3.6M	$3.8M	+$191.1K	2026-11-04
Natixis	NEW	19,711	—	+19,711	—	—	$3.7M	—	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	18,782	18,661	+121	+1%	$2.8M	$3.5M	+$663.9K	2026-10-13
Savant Capital, LLC	INCREASED	16,381	7,400	+8,981	+121%	$1.4M	$3.1M	+$1.7M	2026-11-06
Cardinal Capital Management	INCREASED	15,939	15,051	+888	+6%	$2.3M	$3.0M	+$680.8K	2026-10-21
Y-Intercept (Hong Kong) Ltd	DECREASED	14,429	26,415	-11,986	-45%	$4.1M	$2.7M	-$1.4M	2026-10-16
Thrivent Financial for Lutherans	DECREASED	13,829	15,098	-1,269	-8%	$2.4M	$2.6K	-$2.4M	2026-11-05
Berkeley, Inc	DECREASED	13,494	15,202	-1,708	-11%	$2.4M	$2.6M	+$192.5K	2026-10-20
TD Waterhouse Canada Inc.	INCREASED	13,031	435	+12,596	+2896%	$70.4K	$2.5M	+$2.4M	2026-10-16
Virginia Retirement Systems ET Al	INCREASED	11,600	9,400	+2,200	+23%	$1.5M	$2.2M	+$737.9K	2026-10-28
Citigroup Inc	DECREASED	11,121	17,641	-6,520	-37%	$2.8M	$2.1M	-$638.9K	2026-11-04
Aviance Capital Partners, LLC	NEW	9,427	—	+9,427	—	—	$1.8M	—	2026-10-29
Amalgamated Bank	DECREASED	8,759	9,900	-1,141	-12%	$1.5M	$1.7K	-$1.5M	2026-10-23
Linden Thomas Advisory Services, LLC	DECREASED	8,647	8,686	-39	0%	$1.4M	$1.6M	+$288.1K	2026-10-19
Motley Fool Asset Management LLC	DECREASED	8,573	9,373	-800	-9%	$1.5M	$1.6M	+$166.8K	2026-10-27
Bright Rock Capital Management, LLC	UNCHANGED	7,500	7,500	0	0%	$1.2M	$1.4M	+$255.2K	2026-10-05
Empire Life Investments Inc.	UNCHANGED	7,122	7,122	0	0%	$1.1M	$1.4M	+$242.3K	2026-11-06
Ceera Investments, LLC	DECREASED	7,061	7,136	-75	-1%	$1.1M	$1.3M	+$228.5K	2026-11-02
Mutual of America Capital Management LLC	DECREASED	6,976	8,163	-1,187	-15%	$1.3M	$1.3M	+$52.1K	2026-10-23
Atria Investments, Inc	INCREASED	6,942	2,519	+4,423	+176%	$393.0K	$1.3M	+$926.3K	2026-10-15
Level Four Advisory Services, LLC	DECREASED	6,910	7,818	-908	-12%	$1.2M	$1.3M	+$93.5K	2026-11-06
Azzad Asset Management Inc	DECREASED	6,685	11,779	-5,094	-43%	$1.8M	$1.3M	-$567.3K	2026-11-04
New York State Teachers Retirement System	DECREASED	6,660	6,970	-310	-4%	$1.1M	$1.3K	-$1.1M	2026-10-22
State of New Jersey Common Pension Fund D	UNCHANGED	6,624	6,624	0	0%	$1.0M	$1.3M	+$225.3K	2026-11-05
Truist Financial Corp	DECREASED	6,061	6,481	-420	-6%	$1.0M	$1.2M	+$140.7K	2026-10-30
Wedbush Securities Inc	DECREASED	5,895	6,031	-136	-2%	$941.0K	$1.1K	-$939.9K	2026-10-22
Louisiana State Employees Retirement System	DECREASED	5,700	6,500	-800	-12%	$1.0M	$1.1M	+$69.1K	2026-10-20
Arizona State Retirement System	INCREASED	5,624	5,580	+44	+1%	$870.6K	$1.1M	+$198.2K	2026-11-03
Fifth Third Bancorp	DECREASED	5,502	5,905	-403	-7%	$921.3K	$1.0M	+$124.5K	2026-11-05
Merit Financial Group, LLC	INCREASED	5,264	4,590	+674	+15%	$716.1K	$1.0M	+$284.2K	2026-11-06
Sepio Capital, LP	DECREASED	5,227	5,235	-8	0%	$816.8K	$993.3K	+$176.6K	2026-10-22
US Bancorp \de\	DECREASED	5,161	6,407	-1,246	-19%	$999.6K	$980.8K	-$18.8K	2026-11-05
Achmea Investment Management B.V.	NEW	5,000	—	+5,000	—	—	$951.0K	—	2026-10-30
Yousif Capital Management, LLC	DECREASED	4,934	6,087	-1,153	-19%	$949.7K	$937.7K	-$12.0K	2026-10-22
Brighton Jones LLC	DECREASED	4,698	5,249	-551	-10%	$819.0K	$892.8K	+$73.8K	2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	4,567	5,280	-713	-13%	$823.8K	$867.9K	+$44.1K	2026-11-03
State of Michigan Retirement System	DECREASED	4,500	5,200	-700	-13%	$811.3K	$855.2K	+$43.9K	2026-10-27
Park Avenue Securities LLC	INCREASED	4,423	4,198	+225	+5%	$655.0K	$841	-$654.2K	2026-10-26
Harbor Capital Advisors, Inc.	INCREASED	4,349	4,278	+71	+2%	$667.0K	$826	-$666.2K	2026-10-22
Bradyco, Inc.	DECREASED	4,164	4,864	-700	-14%	$758.9K	$791.3K	+$32.4K	2026-11-03
Martin Capital Advisors, LLP	DECREASED	4,086	4,202	-116	-3%	$655.6K	$776.5K	+$120.9K	2026-10-15
Exchange Traded Concepts, LLC	INCREASED	4,055	705	+3,350	+475%	$110.0K	$770.6K	+$660.6K	2026-10-28
New Mexico Educational Retirement Board	DECREASED	4,000	5,200	-1,200	-23%	$811.0K	$760	-$810.2K	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	3,943	4,586	-643	-14%	$715.5K	$749.3K	+$33.8K	2026-10-30
HB Wealth Management, LLC	INCREASED	3,827	2,562	+1,265	+49%	$399.7K	$727.3K	+$327.6K	2026-10-23
PNC Financial Services Group, Inc.	INCREASED	3,722	692	+3,030	+438%	$108.0K	$707.3K	+$599.4K	2026-11-06
Larson Financial Group LLC	INCREASED	3,355	3,050	+305	+10%	$475.9K	$637.6K	+$161.7K	2026-11-05
Pictet Asset Management Holding SA	UNCHANGED	3,326	3,326	0	0%	$518.9K	$632.1K	+$113.2K	2026-11-03
Chicago Partners Investment Group LLC	INCREASED	3,074	2,768	+306	+11%	$463.8K	$691.3K	+$227.5K	2026-10-27
Personal CFO Solutions, LLC	INCREASED	3,043	2,345	+698	+30%	$365.9K	$578.3K	+$212.4K	2026-11-06
WBI Investments, LLC	NEW	2,948	—	+2,948	—	—	$560.3K	—	2026-11-05
Intrua Financial, LLC	DECREASED	2,697	2,700	-3	0%	$421.3K	$512.6K	+$91.3K	2026-10-28
Lecap Asset Management LTD	NEW	2,558	—	+2,558	—	—	$486.1K	—	2026-10-27
Xponance LLC	DECREASED	2,430	2,653	-223	-8%	$413.9K	$461.8K	+$47.9K	2026-11-03
Swiss Life Asset Management Ltd	DECREASED	2,310	2,566	-256	-10%	$400.3K	$439.0K	+$38.6K	2026-11-03
Redmond Asset Management, LLC	DECREASED	2,296	7,681	-5,385	-70%	$1.2M	$436.3K	-$762.1K	2026-10-27
YHB Investment Advisors, Inc.	DECREASED	2,090	2,370	-280	-12%	$369.8K	$397.2K	+$27.4K	2026-10-08
Keeler Thomas Management LLC	DECREASED	2,057	3,348	-1,291	-39%	$522.4K	$390.9K	-$131.6K	2026-10-29
Citizens Financial Group Inc	INCREASED	1,977	1,450	+527	+36%	$226.2K	$375.7K	+$149.5K	2026-10-23
Baker Avenue Asset Management, LP	DECREASED	1,962	2,329	-367	-16%	$363.4K	$372.9K	+$9.5K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	1,932	1,989	-57	-3%	$310.4K	$367.2K	+$56.8K	2026-11-02
Malaga Cove Capital, LLC	NEW	1,931	—	+1,931	—	—	$367.0K	—	2026-10-23
Kestra Advisory Services, LLC	NEW	1,909	—	+1,909	—	—	$362.8K	—	2026-11-02
Krilogy Financial LLC	DECREASED	1,880	2,013	-133	-7%	$314.1K	$384.1K	+$70.0K	2026-10-13
Spectrum Asset Management, Inc. (NB )	INCREASED	1,834	1,829	+5	+0%	$285.4K	$348.5K	+$63.1K	2026-10-19
Kornitzer Capital Management Inc	DECREASED	1,777	1,783	-6	0%	$278.2K	$337.7K	+$59.5K	2026-11-03
HUB Investment Partners, LLC	DECREASED	1,615	1,870	-255	-14%	$291.8K	$306.9K	+$15.2K	2026-11-03
Lido Advisors, LLC	NEW	1,604	—	+1,604	—	—	$304.8K	—	2026-11-04
NorthCrest Asset Manangement, LLC	INCREASED	1,480	1,441	+39	+3%	$238.6K	$300.1K	+$61.5K	2026-10-13
Simplicity Wealth,LLC	NEW	1,468	—	+1,468	—	—	$279.0K	—	2026-10-23
Vise Technologies, Inc.	NEW	1,463	—	+1,463	—	—	$278.1K	—	2026-10-29
AlphaCore Capital LLC	NEW	1,443	—	+1,443	—	—	$274.2K	—	2026-11-04
Crestwood Advisors Group, LLC	DECREASED	1,418	1,481	-63	-4%	$231.1K	$269.5K	+$38.4K	2026-10-27
Ritholtz Wealth Management	NEW	1,408	—	+1,408	—	—	$267.6K	—	2026-11-05
Securian Asset Management, Inc	DECREASED	1,405	1,627	-222	-14%	$280.6K	$267.0K	-$13.6K	2026-11-06
Curated Wealth Partners LLC	NEW	1,383	—	+1,383	—	—	$262.8K	—	2026-10-15
J.W. Cole Advisors, Inc.	DECREASED	1,365	1,465	-100	-7%	$228.6K	$259.4K	+$30.8K	2026-11-05
Olympiad Research LP	NEW	1,334	—	+1,334	—	—	$253.5K	—	2026-11-04
Crossmark Global Holdings, Inc.	NEW	1,306	—	+1,306	—	—	$248.2K	—	2026-10-21
Evergreen Capital Management LLC	DECREASED	1,265	2,582	-1,317	-51%	$402.8K	$240.4K	-$162.4K	2026-10-23
Maryland State Retirement & Pension System	NEW	1,247	—	+1,247	—	—	$237.0K	—	2026-11-05
1620 Investment Advisors, Inc.	INCREASED	1,225	1,190	+35	+3%	$185.7K	$232.8K	+$47.1K	2026-11-04
CIBC Asset Management Inc	NEW	1,224	—	+1,224	—	—	$232.6K	—	2026-11-05
Nykredit A/S	UNCHANGED	1,206	1,206	0	0%	$188.2K	$229.2K	+$41.0K	2026-11-06
Connecticut Capital Management Group, LLC	NEW	1,119	—	+1,119	—	—	$212.7K	—	2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	DECREASED	1,085	1,586	-501	-32%	$247.4K	$206.2K	-$41.3K	2026-10-27
EverSource Wealth Advisors, LLC	DECREASED	1,070	1,079	-9	-1%	$168.3K	$203.3K	+$35.0K	2026-11-04
VestGen Advisors, LLC	DECREASED	1,065	1,492	-427	-29%	$232.8K	$202.4K	-$30.4K	2026-10-27
Fulcrum Asset Management LLP	INCREASED	898	19	+879	+4626%	$3.0K	$167.3K	+$164.4K	2026-11-04
Parallel Advisors, LLC	DECREASED	868	1,101	-233	-21%	$171.8K	$165.0K	-$6.8K	2026-11-03
Essential Partners LLC	DECREASED	743	1,331	-588	-44%	$207.7K	$141.2K	-$66.5K	2026-10-14
Versant Capital Management, Inc	DECREASED	726	970	-244	-25%	$151.3K	$138.0K	-$13.4K	2026-10-02
Signaturefd, LLC	INCREASED	662	587	+75	+13%	$91.6K	$125.8K	+$34.2K	2026-10-23
KBC Group NV	UNCHANGED	659	659	0	0%	$103.0K	$125	-$102.9K	2026-10-22
Farther Finance Advisors, LLC	INCREASED	652	454	+198	+44%	$70.8K	$123.9K	+$53.1K	2026-10-08
Root Financial Partners, LLC	NEW	558	—	+558	—	—	$106.0K	—	2026-10-21
Sterling Capital Management LLC	DECREASED	523	555	-32	-6%	$86.6K	$99.4K	+$12.8K	2026-10-22
SJS Investment Consulting Inc.	INCREASED	462	155	+307	+198%	$24.2K	$87.8K	+$63.6K	2026-10-26
Eurizon Capital SGR S.p.A.	UNCHANGED	448	448	0	0%	$69.9K	$83.6K	+$13.7K	2026-11-06
Nisa Investment Advisors, LLC	INCREASED	403	304	+99	+33%	$47.4K	$76.6K	+$29.2K	2026-10-20
IFP Advisors, Inc	INCREASED	403	315	+88	+28%	$49.1K	$76.6K	+$27.4K	2026-10-16
Gamma Investing LLC	DECREASED	365	420	-55	-13%	$65.5K	$69.4K	+$3.8K	2026-10-08
State of Wyoming	DECREASED	353	1,199	-846	-71%	$187.1K	$67.1K	-$120.0K	2026-10-28
Parkside Financial Bank & Trust	INCREASED	344	107	+237	+222%	$16.7K	$65.4K	+$48.7K	2026-10-27
Bokf, NA	UNCHANGED	325	325	0	0%	$50.7K	$61.8K	+$11.1K	2026-10-27
Strs Ohio	DECREASED	264	410	-146	-36%	$64.0K	$50.2K	-$13.8K	2026-10-30
True Wealth Design, LLC	DECREASED	247	312	-65	-21%	$48.7K	$46.9K	-$1.7K	2026-10-13
Fortitude Family Office, LLC	INCREASED	234	65	+169	+260%	$10.1K	$44.5K	+$34.3K	2026-10-14
Covestor Ltd	INCREASED	221	156	+65	+42%	$24	$42	+$18	2026-10-30
WPG Advisers, LLC	UNCHANGED	159	159	0	0%	$24.8K	$30.2K	+$5.4K	2026-10-27
Grove Bank & Trust	UNCHANGED	158	158	0	0%	$24.7K	$30.0K	+$5.4K	2026-10-08
Cassaday & Co Wealth Management LLC	UNCHANGED	155	155	0	0%	$24.2K	$29.5K	+$5.3K	2026-10-27
Bayforest Capital Ltd	DECREASED	153	499	-346	-69%	$77.9K	$29.1K	-$48.8K	2026-11-03
Elyxium Wealth, LLC	NEW	137	—	+137	—	—	$26.0K	—	2026-10-27
Central Trust Co	INCREASED	135	75	+60	+80%	$11.7K	$25.7K	+$14.0K	2026-11-05
Assetmark, Inc	INCREASED	122	92	+30	+33%	$14.4K	$23.2K	+$8.8K	2026-10-21
MassMutual Private Wealth & Trust, FSB	DECREASED	119	141	-22	-16%	$22.0K	$22.6K	+$616	2026-10-05
Elevation Wealth Partners, LLC	DECREASED	109	128	-19	-15%	$20.0K	$20.7K	+$744	2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	107	107	0	0%	$16.7K	$20.3K	+$3.6K	2026-11-05
Salomon & Ludwin, LLC	UNCHANGED	94	94	0	0%	$15.2K	$17.9K	+$2.6K	2026-10-29
Hughes Financial Services, LLC	INCREASED	87	85	+2	+2%	$13.3K	$19.4K	+$6.1K	2026-10-30
Private Trust Co NA	UNCHANGED	84	84	0	0%	$13.1K	$16.0K	+$2.9K	2026-10-20
Bradley & Co. Private Wealth Management, LLC	UNCHANGED	83	83	0	0%	$12.9K	$15.8K	+$2.8K	2026-10-23
North Star Investment Management Corp.	INCREASED	82	62	+20	+32%	$9.7K	$15.6K	+$5.9K	2026-10-27
Simplex Trading, LLC	DECREASED	80	739	-659	-89%	$115.3K	$15.2K	-$100.1K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	INCREASED	79	70	+9	+13%	$10.9K	$15.0K	+$4.1K	2026-10-27
Cedar Mountain Advisors, LLC	INCREASED	78	77	+1	+1%	$12.1K	$14.7K	+$2.7K	2026-10-15
Provenance Wealth Advisors, LLC	NEW	75	—	+75	—	—	$14.3K	—	2026-10-30
CoreCap Advisors, LLC	INCREASED	72	10	+62	+620%	$1.6K	$13.7K	+$12.1K	2026-10-08
Activest Wealth Management	INCREASED	72	52	+20	+38%	$8.1K	$13.7K	+$5.6K	2026-10-15
Eastern Bank	NEW	67	—	+67	—	—	$12.7K	—	2026-10-05
Bell Investment Advisors, Inc	UNCHANGED	57	57	0	0%	$8.9K	$10.8K	+$1.9K	2026-10-29
KFG LLC	NEW	55	—	+55	—	—	$10.5K	—	2026-11-02
American National Bank & Trust	DECREASED	51	170	-119	-70%	$26.5K	$9.7K	-$16.8K	2026-10-07
Buck Wealth Strategies, LLC	UNCHANGED	45	45	0	0%	$7.0K	$8.6K	+$1.6K	2026-10-28
Capital Advisors, Ltd. LLC	UNCHANGED	43	43	0	0%	$7	$8	+$1	2026-10-27
Blue Trust, Inc.	DECREASED	36	99	-63	-64%	$15.4K	$6.8K	-$8.6K	2026-10-15
Creative Financial Designs Inc	UNCHANGED	33	33	0	0%	$5.1K	$6.3K	+$1.1K	2026-11-04
TD Private Client Wealth LLC	UNCHANGED	31	31	0	0%	$4.8K	$5.9K	+$1.1K	2026-10-28
James T. Borello RIA	UNCHANGED	28	28	0	0%	$4.4K	$5.3K	+$952	2026-10-16
Caitong International Asset Management Co., Ltd	DECREASED	25	41	-16	-39%	$6.4K	$4.8K	-$1.6K	2026-10-29
High Note Wealth, LLC	UNCHANGED	25	25	0	0%	$3.9K	$4.8K	+$850	2026-10-27
Clearstead Advisors, LLC	DECREASED	24	60	-36	-60%	$9.4K	$4.6K	-$4.8K	2026-11-06
Farmers & Merchants Investments Inc	UNCHANGED	22	22	0	0%	$3.4K	$4.2K	+$749	2026-10-22
MJT & Associates Financial Advisory Group, Inc.	DECREASED	18	34	-16	-47%	$5.3K	$3.4K	-$1.9K	2026-10-07
JFS Wealth Advisors, LLC	INCREASED	14	5	+9	+180%	$781	$2.7K	+$1.9K	2026-11-03
Manchester Capital Management LLC	DECREASED	13	19	-6	-32%	$3.0K	$2.5K	-$494	2026-10-22
Planning Strategies Inc.	DECREASED	8	12	-4	-33%	$1.9K	$1.5K	-$352	2026-10-02
Horizon Financial Services, LLC	UNCHANGED	8	8	0	0%	$1.2K	$1.5K	+$272	2026-11-04
Ascentis Wealth Management, LLC	NEW	6	—	+6	—	—	$1.1K	—	2026-11-03
Compass Financial Management LLC	DECREASED	6	34	-28	-82%	$6.6K	$1.1K	-$5.5K	2026-10-30
DiNuzzo Private Wealth, Inc.	INCREASED	6	2	+4	+200%	$313	$1.1K	+$828	2026-10-16
Bay Harbor Wealth Management, LLC	NEW	5	—	+5	—	—	$950	—	2026-11-03
Burk Holdings LLC	UNCHANGED	5	5	0	0%	$780	$950	+$170	2026-11-05
USA Financial Formulas	NEW	4	—	+4	—	—	$760	—	2026-10-16
Private Wealth Management Group, LLC	UNCHANGED	4	4	0	0%	$625	$761	+$136	2026-10-19
Spire Wealth Management	NEW	3	—	+3	—	—	$504	—	2026-10-30
Country Trust Bank	NEW	3	—	+3	—	—	$570	—	2026-10-30
Valley National Advisers Inc	NEW	3	—	+3	—	—	$571	—	2026-10-23
Quaker Wealth Management, LLC	DECREASED	3	4	-1	-25%	$625	$571	-$54	2026-10-22
Rossby Financial, LCC	DECREASED	3	4	-1	-25%	$624	$570	-$54	2026-11-05
SBI Securities Co., Ltd.	INCREASED	3	2	+1	+50%	$312	$570	+$258	2026-10-22
Creative Capital Management Investments LLC	UNCHANGED	3	3	0	0%	$468	$570	+$102	2026-10-28
Torren Management, LLC	UNCHANGED	3	3	0	0%	$468	$570	+$102	2026-10-29
Breakwater Investment Management	UNCHANGED	3	3	0	0%	$469	$571	+$102	2026-10-20
Silver Grove Financial Group, Inc.	INCREASED	2	1	+1	+100%	$156	$380	+$224	2026-11-05
Cromwell Holdings LLC	UNCHANGED	2	2	0	0%	$312	$380	+$68	2026-10-28
GK Wealth Management LLC	NEW	1	—	+1	—	—	$258	—	2026-10-09
Proathlete Wealth Management LLC	NEW	1	—	+1	—	—	$190	—	2026-10-15
TFC Financial Management, Inc.	NEW	1	—	+1	—	—	$191	—	2026-10-26
DecisionPoint Financial, LLC	UNCHANGED	1	1	0	0%	$162	$192	+$30	2026-10-27
American Capital Advisory, LLC	UNCHANGED	1	1	0	0%	$157	$191	+$34	2026-10-28
Barlow Wealth Partners, LLC	CLOSED	0	57,602	-57,602	-100%	$9.5M	$0	-$9.5M	2026-10-15
Axxcess Wealth Management, LLC	CLOSED	0	16,454	-16,454	-100%	$2.6M	$0	-$2.6M	2026-10-21
Fluent Financial, LLC	CLOSED	0	14,362	-14,362	-100%	$2.2M	$0	-$2.2M	2026-10-13
Apeiron RIA LLC	CLOSED	0	11,767	-11,767	-100%	$432.5K	$0	-$432.5K	2026-10-08
Henshaw Capital LLC	CLOSED	0	11,672	-11,672	-100%	$1.8M	$0	-$1.8M	2026-11-03
OP Asset Management Ltd	CLOSED	0	4,386	-4,386	-100%	$684.3K	$0	-$684.3K	2026-11-05
Jefferies Financial Group Inc.	CLOSED	0	3,676	-3,676	-100%	$573.5K	$0	-$573.5K	2026-11-05
New York Life Investment Management LLC	CLOSED	0	2,603	-2,603	-100%	$406.1K	$0	-$406.1K	2026-11-04
iA Global Asset Management Inc.	CLOSED	0	2,480	-2,480	-100%	$387.0K	$0	-$387.0K	2026-10-29
Daiwa Securities Group Inc.	CLOSED	0	2,392	-2,392	-100%	$373.2K	$0	-$373.2K	2026-10-29
Aaron Wealth Advisors LLC	CLOSED	0	2,102	-2,102	-100%	$328.0K	$0	-$328.0K	2026-10-13
Oak Thistle LLC	CLOSED	0	2,099	-2,099	-100%	$327.5K	$0	-$327.5K	2026-10-21
Verdence Capital Advisors LLC	CLOSED	0	1,624	-1,624	-100%	$253.3K	$0	-$253.3K	2026-10-26
Machina Capital S.A.S.	CLOSED	0	1,602	-1,602	-100%	$249.9K	$0	-$249.9K	2026-11-05
111 Capital	CLOSED	0	1,295	-1,295	-100%	$202.0K	$0	-$202.0K	2026-11-03
Diversify Advisory Services, LLC	CLOSED	0	1,224	-1,224	-100%	$223.4K	$0	-$223.4K	2026-10-20
Diversify Wealth Management, LLC	CLOSED	0	1,224	-1,224	-100%	$223.4K	$0	-$223.4K	2026-10-20
Centerpoint Advisors, LLC	CLOSED	0	109	-109	-100%	$17.0K	$0	-$17.0K	2026-11-05
Wealth Enhancement Trust Services, Inc.	CLOSED	0	89	-89	-100%	$13.9K	$0	-$13.9K	2026-10-07
Cornerstone Planning Group LLC	CLOSED	0	48	-48	-100%	$8.0K	$0	-$8.0K	2026-10-16
Wolff Wiese Magana LLC	CLOSED	0	12	-12	-100%	$1.9K	$0	-$1.9K	2026-10-15
International Assets Investment Management, LLC	CLOSED	0	3	-3	-100%	$486	$0	-$486	2026-11-02
Whipplewood Advisors, LLC	CLOSED	0	3	-3	-100%	$468	$0	-$468	2026-10-20
MV Capital Management, Inc.	CLOSED	0	3	-3	-100%	$469	$0	-$469	2026-10-29
Avion Wealth	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
AdvisorNet Financial, Inc	CLOSED	0	1	-1	-100%	$156	$0	-$156	2026-10-15
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
Bamco Inc	N/A	—	3,499,146	-3,499,146	-100%	$545.9M	—	—	—
BlackRock, Inc.	N/A	—	2,081,736	-2,081,736	-100%	$324.8M	—	—	—
Wellington Management Group LLP	N/A	—	1,493,037	-1,493,037	-100%	$232.9M	—	—	—
Morgan Stanley	N/A	—	1,484,135	-1,484,135	-100%	$231.6M	—	—	—
AQR Capital Management LLC	N/A	—	1,304,388	-1,304,388	-100%	$203.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	950,075	-950,075	-100%	$148.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	894,406	-894,406	-100%	$139.5M	—	—	—
State Street Corp	N/A	—	716,473	-716,473	-100%	$111.8M	—	—	—
Geode Capital Management, LLC	N/A	—	578,315	-578,315	-100%	$90.2M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	557,955	-557,955	-100%	$87.1M	—	—	—
Two Sigma Investments, LP	N/A	—	484,249	-484,249	-100%	$75.6M	—	—	—
Jane Street Group, LLC	N/A	—	431,301	-431,301	-100%	$67.3M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	420,742	-420,742	-100%	$65.6M	—	—	—
Kensico Capital Management Corp	N/A	—	284,100	-284,100	-100%	$44.3M	—	—	—
Invesco Ltd.	N/A	—	259,287	-259,287	-100%	$40.5M	—	—	—
Massachusetts Financial Services Co	N/A	—	244,324	-244,324	-100%	$37.9M	—	—	—
Renaissance Technologies LLC	N/A	—	238,770	-238,770	-100%	$37.3M	—	—	—
JPMorgan Chase & Co	N/A	—	236,316	-236,316	-100%	$37.0M	—	—	—
UBS Group AG	N/A	—	209,075	-209,075	-100%	$32.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	206,136	-206,136	-100%	$32.2M	—	—	—
Quantinno Capital Management LP	N/A	—	203,220	-203,220	-100%	$31.7M	—	—	—
Bank of America Corp	N/A	—	192,610	-192,610	-100%	$30.1M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	191,181	-191,181	-100%	$29.8M	—	—	—
FMR LLC	N/A	—	180,968	-180,968	-100%	$28.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	179,184	-179,184	-100%	$28.0M	—	—	—
Northern Trust Corp	N/A	—	169,919	-169,919	-100%	$26.5M	—	—	—
Millennium Management LLC	N/A	—	162,620	-162,620	-100%	$25.4M	—	—	—
Voloridge Investment Management, LLC	N/A	—	162,073	-162,073	-100%	$25.3M	—	—	—
Brookfield Corp	N/A	—	156,792	-156,792	-100%	$24.5M	—	—	—
Norges Bank	N/A	—	155,686	-155,686	-100%	$24.3M	—	—	—
Nordea Investment Management AB	N/A	—	147,892	-147,892	-100%	$22.9M	—	—	—
Royce & Associates LP	N/A	—	144,996	-144,996	-100%	$22.6M	—	—	—
Gotham Asset Management, LLC	N/A	—	142,299	-142,299	-100%	$22.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	136,878	-136,878	-100%	$21.4M	—	—	—
Ameriprise Financial Inc	N/A	—	136,872	-136,872	-100%	$21.4M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	124,542	-124,542	-100%	$19.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	118,347	-118,347	-100%	$18.5M	—	—	—
American Capital Management Inc	N/A	—	114,947	-114,947	-100%	$17.9M	—	—	—
SEI Investments Co	N/A	—	112,779	-112,779	-100%	$17.6M	—	—	—
Crawford Fund Management, LLC	N/A	—	109,500	-109,500	-100%	$17.1M	—	—	—
DF Dent & Co Inc	N/A	—	106,374	-106,374	-100%	$16.6M	—	—	—
Jupiter Topco LLC	N/A	—	91,390	-91,390	-100%	$14.3M	—	—	—
Tudor Investment Corp ET AL	N/A	—	76,095	-76,095	-100%	$11.9M	—	—	—
Allianz Asset Management GmbH	N/A	—	74,023	-74,023	-100%	$11.5M	—	—	—
Capital Fund Management S.A.	N/A	—	69,077	-69,077	-100%	$10.8M	—	—	—
Stifel Financial Corp	N/A	—	67,188	-67,188	-100%	$10.5M	—	—	—
Loomis Sayles & Co L P	N/A	—	64,876	-64,876	-100%	$10.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	61,984	-61,984	-100%	$9.7M	—	—	—
Prudential Financial Inc	N/A	—	61,498	-61,498	-100%	$9.6M	—	—	—
Rhumbline Advisers	N/A	—	55,898	-55,898	-100%	$8.7M	—	—	—
Nomura Asset Management International Inc.	N/A	—	54,859	-54,859	-100%	$8.6M	—	—	—
IEQ Capital, LLC	N/A	—	53,907	-53,907	-100%	$8.4M	—	—	—
Canada Pension Plan Investment Board	N/A	—	50,700	-50,700	-100%	$7.9M	—	—	—
Nuveen, LLC	N/A	—	49,783	-49,783	-100%	$7.8M	—	—	—
Mariner, LLC	N/A	—	49,671	-49,671	-100%	$7.7M	—	—	—
SG Americas Securities, LLC	N/A	—	48,845	-48,845	-100%	$7.6M	—	—	—
Squarepoint Ops LLC	N/A	—	47,742	-47,742	-100%	$7.4M	—	—	—
First Trust Advisors LP	N/A	—	44,475	-44,475	-100%	$6.9M	—	—	—
Alliancebernstein L.P.	N/A	—	41,088	-41,088	-100%	$6.9M	—	—	—
Swiss National Bank	N/A	—	40,600	-40,600	-100%	$6.3M	—	—	—
Engineers Gate Manager LP	N/A	—	39,989	-39,989	-100%	$6.2M	—	—	—
Algert Global LLC	N/A	—	35,197	-35,197	-100%	$5.5M	—	—	—
American Century Companies Inc	N/A	—	33,811	-33,811	-100%	$5.3M	—	—	—
Benjamin Edwards Inc	N/A	—	33,499	-33,499	-100%	$5.2M	—	—	—
Point72 Asset Management, L.P.	N/A	—	32,754	-32,754	-100%	$5.1M	—	—	—
XTX Topco Ltd	N/A	—	32,638	-32,638	-100%	$5.1M	—	—	—
Quadrature Capital Ltd	N/A	—	31,566	-31,566	-100%	$4.9M	—	—	—
California Public Employees Retirement System	N/A	—	31,222	-31,222	-100%	$4.9M	—	—	—
Citadel Advisors LLC	N/A	—	27,906	-27,906	-100%	$4.4M	—	—	—
Legal & General Group Plc	N/A	—	27,422	-27,422	-100%	$4.3M	—	—	—
Caxton Associates LLP	N/A	—	24,236	-24,236	-100%	$3.8M	—	—	—
Mercer Global Advisors Inc	N/A	—	24,099	-24,099	-100%	$3.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	23,623	-23,623	-100%	$3.7M	—	—	—
California State Teachers Retirement System	N/A	—	22,952	-22,952	-100%	$3.6M	—	—	—
Vident Advisory, LLC	N/A	—	22,877	-22,877	-100%	$3.6M	—	—	—
Cerity Partners LLC	N/A	—	22,838	-22,838	-100%	$3.6M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	22,310	-22,310	-100%	$3.5M	—	—	—
Marshall Wace, LLP	N/A	—	21,114	-21,114	-100%	$3.3M	—	—	—
Wells Fargo & Company	N/A	—	19,503	-19,503	-100%	$3.0M	—	—	—
MidFirst Bank	N/A	—	18,560	-18,560	-100%	$2.9M	—	—	—
Lazard Asset Management LLC	N/A	—	18,309	-18,309	-100%	$2.9M	—	—	—
Numerai GP LLC	N/A	—	18,066	-18,066	-100%	$2.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	17,903	-17,903	-100%	$2.8M	—	—	—
Acadian Asset Management LLC	N/A	—	17,082	-17,082	-100%	$2.7M	—	—	—
Canada Life Assurance Co	N/A	—	16,740	-16,740	-100%	$2.6M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	16,054	-16,054	-100%	$2.5M	—	—	—
Worldquant Millennium Advisors LLC	N/A	—	15,895	-15,895	-100%	$2.5M	—	—	—
Focus Partners Wealth	N/A	—	15,867	-15,867	-100%	$2.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	15,846	-15,846	-100%	$2.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	15,258	-15,258	-100%	$2.4M	—	—	—
State of Wisconsin Investment Board	N/A	—	15,090	-15,090	-100%	$2.4M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	14,919	-14,919	-100%	$2.3M	—	—	—
Redwood Investment Management, LLC	N/A	—	13,997	-13,997	-100%	$2.2M	—	—	—
Franklin Resources Inc	N/A	—	13,634	-13,634	-100%	$2.1M	—	—	—
Quantbot Technologies LP	N/A	—	13,602	-13,602	-100%	$2.1M	—	—	—
Royal Bank of Canada	N/A	—	13,567	-13,567	-100%	$2.1M	—	—	—
Advisory Services Network, LLC	N/A	—	13,457	-13,457	-100%	$2.1M	—	—	—
MML Investors Services, LLC	N/A	—	12,816	-12,816	-100%	$2.0M	—	—	—
LPL Financial LLC	N/A	—	12,407	-12,407	-100%	$1.9M	—	—	—
New York State Common Retirement Fund	N/A	—	11,955	-11,955	-100%	$1.9M	—	—	—
Captrust Financial Advisors	N/A	—	11,372	-11,372	-100%	$1.8M	—	—	—
Meeder Asset Management Inc	N/A	—	11,232	-11,232	-100%	$1.8M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	10,827	-10,827	-100%	$1.7M	—	—	—
Voya Investment Management LLC	N/A	—	10,735	-10,735	-100%	$1.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	10,625	-10,625	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	10,301	-10,301	-100%	$1.6M	—	—	—
Summit Trail Advisors, LLC	N/A	—	9,943	-9,943	-100%	$1.6M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	9,854	-9,854	-100%	$1.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	9,548	-9,548	-100%	$1.5M	—	—	—
Brevan Howard Capital Management LP	N/A	—	9,535	-9,535	-100%	$1.5M	—	—	—
Aurora Investment Counsel	N/A	—	9,515	-9,515	-100%	$1.5M	—	—	—
Arax Advisory Partners	N/A	—	8,810	-8,810	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	8,718	-8,718	-100%	$1.4M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,660	-8,660	-100%	$1.4M	—	—	—
Caisse de Depot ET Placement DU Quebec	N/A	—	8,600	-8,600	-100%	$1.3M	—	—	—
Dearborn Partners LLC	N/A	—	8,465	-8,465	-100%	$1.3M	—	—	—
Treasurer of the State of North Carolina	N/A	—	8,294	-8,294	-100%	$1.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,245	-8,245	-100%	$1.3M	—	—	—
HighTower Advisors, LLC	N/A	—	7,933	-7,933	-100%	$1.2M	—	—	—
Russell Investments Group, Ltd.	N/A	—	7,900	-7,900	-100%	$1.2M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	7,810	-7,810	-100%	$1.2M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	7,770	-7,770	-100%	$1.2M	—	—	—
Zurich Insurance Group Ltd	N/A	—	7,500	-7,500	-100%	$1.2M	—	—	—
Pathstone Holdings, LLC	N/A	—	7,275	-7,275	-100%	$1.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	7,031	-7,031	-100%	$1.1M	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	6,878	-6,878	-100%	$1.1M	—	—	—
Hunter Perkins Capital Management, LLC	N/A	—	6,705	-6,705	-100%	$1.0K	—	—	—
denkapparat Operations GmbH	N/A	—	6,596	-6,596	-100%	$1.0M	—	—	—
Jump Financial, LLC	N/A	—	6,520	-6,520	-100%	$1.0M	—	—	—
Handelsbanken Fonder AB	N/A	—	6,372	-6,372	-100%	$994	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	6,085	-6,085	-100%	$949.4K	—	—	—
Cetera Investment Advisers	N/A	—	6,082	-6,082	-100%	$948.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	5,785	-5,785	-100%	$902.6K	—	—	—
Tidal Investments LLC	N/A	—	5,653	-5,653	-100%	$882.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	5,594	-5,594	-100%	$872.8K	—	—	—
Callan Family Office, LLC	N/A	—	5,421	-5,421	-100%	$845.8K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	5,212	-5,212	-100%	$813.2K	—	—	—
Quinn Opportunity Partners LLC	N/A	—	5,000	-5,000	-100%	$780.1K	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	4,961	-4,961	-100%	$774.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	4,803	-4,803	-100%	$749.4K	—	—	—
Rothschild Investment LLC	N/A	—	4,633	-4,633	-100%	$722.8K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	4,600	-4,600	-100%	$717.7K	—	—	—
AlphaGrep UK Ltd	N/A	—	4,414	-4,414	-100%	$688.7K	—	—	—
Advisors Preferred, LLC	N/A	—	4,259	-4,259	-100%	$706.7K	—	—	—
Bridgewater Associates, LP	N/A	—	4,249	-4,249	-100%	$662.9K	—	—	—
Caprock Group, LLC	N/A	—	4,201	-4,201	-100%	$655.4K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,076	-4,076	-100%	$635.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,059	-4,059	-100%	$633.3K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	3,915	-3,915	-100%	$610.8K	—	—	—
&partners	N/A	—	3,755	-3,755	-100%	$585.7K	—	—	—
RV Capital AG	N/A	—	3,700	-3,700	-100%	$577.3K	—	—	—
Kera Capital Partners, Inc.	N/A	—	3,551	-3,551	-100%	$554.0K	—	—	—
CSS LLC	N/A	—	3,520	-3,520	-100%	$549.2K	—	—	—
Sivia Capital Partners, LLC	N/A	—	3,339	-3,339	-100%	$521.0K	—	—	—
Bank of Montreal	N/A	—	3,305	-3,305	-100%	$515.6K	—	—	—
Johnson Investment Counsel Inc	N/A	—	3,305	-3,305	-100%	$515.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,295	-3,295	-100%	$514.0K	—	—	—
Victory Capital Management Inc	N/A	—	3,285	-3,285	-100%	$512.5K	—	—	—
M&T Bank Corp	N/A	—	3,277	-3,277	-100%	$511.3K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	3,206	-3,206	-100%	$500.2K	—	—	—
Blair William & Co	N/A	—	3,162	-3,162	-100%	$493.3K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	3,142	-3,142	-100%	$490.2K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	3,034	-3,034	-100%	$473.4K	—	—	—
Bradley Foster & Sargent Inc	N/A	—	3,000	-3,000	-100%	$468.1K	—	—	—
MAI Capital Management	N/A	—	2,974	-2,974	-100%	$464.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,907	-2,907	-100%	$453.6K	—	—	—
HRT Financial LP	N/A	—	2,876	-2,876	-100%	$448.0K	—	—	—
LSV Asset Management	N/A	—	2,800	-2,800	-100%	$437.0K	—	—	—
Federated Hermes, Inc.	N/A	—	2,788	-2,788	-100%	$435.0K	—	—	—
AdvisorShares Investments LLC	N/A	—	2,720	-2,720	-100%	$424.4K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	2,717	-2,717	-100%	$423.9K	—	—	—
Teacher Retirement System of Texas	N/A	—	2,680	-2,680	-100%	$418.1K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,604	-2,604	-100%	$406.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,575	-2,575	-100%	$401.8K	—	—	—
Deutsche Bank Ag\	N/A	—	2,554	-2,554	-100%	$398.5K	—	—	—
Bull Harbor Capital LLC	N/A	—	2,506	-2,506	-100%	$391.0K	—	—	—
Pacer Advisors, Inc.	N/A	—	2,482	-2,482	-100%	$387.0K	—	—	—
Vinva Investment Management Ltd	N/A	—	2,451	-2,451	-100%	$555.2K	—	—	—
HSBC Holdings PLC	N/A	—	2,337	-2,337	-100%	$363.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	2,307	-2,307	-100%	$360.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,299	-2,299	-100%	$358.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,227	-2,227	-100%	$347.4K	—	—	—
Planning Alternatives LTD	N/A	—	2,138	-2,138	-100%	$333.6K	—	—	—
Fieldview Capital Management, LLC	N/A	—	2,090	-2,090	-100%	$326.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	2,045	-2,045	-100%	$319.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,966	-1,966	-100%	$306.7K	—	—	—
Peak6 LLC	N/A	—	1,814	-1,814	-100%	$283.0K	—	—	—
Amundi	N/A	—	1,767	-1,767	-100%	$275.7K	—	—	—
Bridgefront Capital, LLC	N/A	—	1,700	-1,700	-100%	$265.2K	—	—	—
Pallas Capital Advisors LLC	N/A	—	1,663	-1,663	-100%	$259.5K	—	—	—
Caerus Investment Advisors, LLC	N/A	—	1,658	-1,658	-100%	$258.7K	—	—	—
HM Payson & Co	N/A	—	1,600	-1,600	-100%	$249.6K	—	—	—
Principal Securities, Inc.	N/A	—	1,588	-1,588	-100%	$247.8K	—	—	—
Catalyst Funds Management Pty Ltd	N/A	—	1,550	-1,550	-100%	$241.8K	—	—	—
Allworth Financial LP	N/A	—	1,505	-1,505	-100%	$234.8K	—	—	—
Waddell & Associates, LLC	N/A	—	1,470	-1,470	-100%	$229.3K	—	—	—
Claret Asset Management Corp	N/A	—	1,448	-1,448	-100%	$226.0K	—	—	—
DnB Asset Management AS	N/A	—	1,327	-1,327	-100%	$207.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	1,075	-1,075	-100%	$167.7K	—	—	—
Bessemer Group Inc	N/A	—	1,065	-1,065	-100%	$161.0K	—	—	—
Twin Tree Management, LP	N/A	—	913	-913	-100%	$142.4K	—	—	—
Westpac Banking Corp	N/A	—	819	-819	-100%	$127.8K	—	—	—
Globeflex Capital L P	N/A	—	780	-780	-100%	$121.7K	—	—	—
Horizon Investments, LLC	N/A	—	707	-707	-100%	$110.0K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	616	-616	-100%	$96.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	390	-390	-100%	$60.9K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	380	-380	-100%	$59.3K	—	—	—
UMB Bank, n.a.	N/A	—	342	-342	-100%	$53.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	312	-312	-100%	$48.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	285	-285	-100%	$44.4K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	200	-200	-100%	$31.2K	—	—	—
Employees Retirement System of Texas	N/A	—	184	-184	-100%	$29	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	178	-178	-100%	$27.8K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	137	-137	-100%	$21.4K	—	—	—
Huntington National Bank	N/A	—	102	-102	-100%	$15.9K	—	—	—
Allied Private Wealth LLC	N/A	—	100	-100	-100%	$16.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	73	-73	-100%	$11.4K	—	—	—
Quarry LP	N/A	—	62	-62	-100%	$9.7K	—	—	—
Quent Capital, LLC	N/A	—	61	-61	-100%	$9.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	53	-53	-100%	$8.3K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	31	-31	-100%	$4.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	30	-30	-100%	$4.7K	—	—	—
CVA Family Office, LLC	N/A	—	28	-28	-100%	$4.4K	—	—	—
Kerr Financial Planning Corp	N/A	—	25	-25	-100%	$3.9K	—	—	—
Zions Bancorporation, National Association	N/A	—	19	-19	-100%	$3.0K	—	—	—
BFC Planning, Inc.	N/A	—	18	-18	-100%	$2.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	18	-18	-100%	$2.8K	—	—	—
Atlantic Private Wealth, LLC	N/A	—	16	-16	-100%	$2.5K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	16	-16	-100%	$2.7K	—	—	—
Group One Trading LLC	N/A	—	15	-15	-100%	$2.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	10	-10	-100%	$1.6K	—	—	—
Dogwood Wealth Management LLC	N/A	—	8	-8	-100%	$1.2K	—	—	—
Kilter Group LLC	N/A	—	7	-7	-100%	$1.1K	—	—	—
SHP Wealth Management	N/A	—	6	-6	-100%	$936	—	—	—
Cornerstone Financial Management LLC	N/A	—	5	-5	-100%	$780	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	5	-5	-100%	$855	—	—	—
HFM Investment Advisors, LLC	N/A	—	4	-4	-100%	$625	—	—	—
Fiduciary Financial Advisors	N/A	—	3	-3	-100%	$468	—	—	—
JPL Wealth Management, LLC	N/A	—	2	-2	-100%	$313	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$156	—	—	—
Optiver Holding B.V.	N/A	—	1	-1	-100%	$156	—	—	—

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