N B T Bancorp Inc (NBTB)

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

Shares2,578,261 from 2,406,173

Change+172,088 (+7%)

Value$129.3M (+$10.5M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares458,240 from 459,484

Change-1,244 (0%)

Value$23.0M (+$300.6K)

Filed 2026-11-05

NBT Bank, N.A.

INCREASED

Shares265,692 from 261,448

Change+4,244 (+2%)

Value$13.3M (+$419.4K)

Filed 2026-10-21

Principal Financial Group Inc

DECREASED

Shares248,331 from 251,361

Change-3,030 (-1%)

Value$12.5M (+$46.6K)

Filed 2026-11-02

ProShare Advisors LLC

INCREASED

Shares197,314 from 147,235

Change+50,079 (+34%)

Value$9.9M (+$2.6M)

Filed 2026-10-29

Commonwealth Equity Services, LLC

INCREASED

Shares150,208 from 135,314

Change+14,894 (+11%)

Value$7.5M (+$854.0K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares109,819 from 96,029

Change+13,790 (+14%)

Value$5.5M (+$720.8K)

Filed 2026-10-13

Thrivent Financial for Lutherans

DECREASED

Shares41,462 from 59,849

Change-18,387 (-31%)

Value$2.1K (-$3.0M)

Filed 2026-11-05

New York State Teachers Retirement System

INCREASED

Shares40,776 from 37,651

Change+3,125 (+8%)

Value$2.0K (-$1.9M)

Filed 2026-10-22

Tompkins Financial Corp

DECREASED

Shares36,462 from 37,540

Change-1,078 (-3%)

Value$1.8M (-$24.4K)

Filed 2026-10-05

Linden Thomas Advisory Services, LLC

INCREASED

Shares36,114 from 36,052

Change+62 (+0%)

Value$1.8M (+$31.6K)

Filed 2026-10-19

MGO One Seven LLC

DECREASED

Shares35,565 from 43,330

Change-7,765 (-18%)

Value$1.8M (-$355.3K)

Filed 2026-10-28

Citigroup Inc

DECREASED

Shares34,961 from 47,221

Change-12,260 (-26%)

Value$1.8M (-$577.7K)

Filed 2026-11-04

Horizon Advisory Services, Inc.

UNCHANGED

Shares34,781 from 34,781

Change0 (0%)

Value$1.7M (+$27.5K)

Filed 2026-10-29

Illinois Municipal Retirement Fund

DECREASED

Shares26,956 from 27,041

Change-85 (0%)

Value$1.4M (+$17.1K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares25,034 from 25,034

Change0 (0%)

Value$1.3M (+$19.8K)

Filed 2026-10-16

Louisiana State Employees Retirement System

DECREASED

Shares22,100 from 22,800

Change-700 (-3%)

Value$1.1M (-$17.1K)

Filed 2026-10-20

Creative Planning

INCREASED

Shares21,304 from 21,257

Change+47 (+0%)

Value$1.1M (+$19.2K)

Filed 2026-11-02

Rosenthal | Henry Capital Advisors, Inc.

UNCHANGED

Shares21,175 from 21,175

Change0 (0%)

Value$1.1M (+$16.7K)

Filed 2026-10-27

Peoples Financial Services Corp.

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$752.3K (+$11.9K)

Filed 2026-10-20

Arizona State Retirement System

INCREASED

Shares14,279 from 13,992

Change+287 (+2%)

Value$716.2K (+$25.5K)

Filed 2026-11-03

Washington Trust Advisors, Inc.

UNCHANGED

Shares13,626 from 13,626

Change0 (0%)

Value$683.5K (+$10.8K)

Filed 2026-10-22

Amalgamated Bank

DECREASED

Shares13,467 from 13,967

Change-500 (-4%)

Value$676 (-$689.3K)

Filed 2026-10-23

Fenimore Asset Management Inc

UNCHANGED

Shares13,355 from 13,355

Change0 (0%)

Value$669.9K (+$10.6K)

Filed 2026-10-08

Yousif Capital Management, LLC

DECREASED

Shares13,113 from 13,907

Change-794 (-6%)

Value$657.7K (-$28.8K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares12,972 from 12,958

Change+14 (+0%)

Value$650.7K (+$10.9K)

Filed 2026-10-20

Inspire Investing, LLC

DECREASED

Shares12,709 from 13,789

Change-1,080 (-8%)

Value$637.5K (-$43.3K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares12,242 from 12,333

Change-91 (-1%)

Value$614.1K (+$5.2K)

Filed 2026-11-03

Shelter Rock Management, LLC

UNCHANGED

Shares12,163 from 12,163

Change0 (0%)

Value$626.3K (+$25.8K)

Filed 2026-10-09

North Star Investment Management Corp.

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$601.9K (+$9.5K)

Filed 2026-10-27

Oregon Public Employees Retirement Fund

DECREASED

Shares11,704 from 11,804

Change-100 (-1%)

Value$587.1K (+$4.3K)

Filed 2026-10-30

Stonebridge Financial Group, LLC

INCREASED

Shares11,532 from 11,531

Change+1 (+0%)

Value$578.4K (+$9.2K)

Filed 2026-10-01

Alps Advisors Inc

NEW

Shares11,130

Change+11,130

Value$558.3K

Filed 2026-11-03

Stablepoint Partners, LLC

UNCHANGED

Shares11,119 from 11,119

Change0 (0%)

Value$557.7K (+$8.8K)

Filed 2026-11-03

State of Alaska, Department of Revenue

DECREASED

Shares10,661 from 19,420

Change-8,759 (-45%)

Value$533 (-$957.5K)

Filed 2026-10-15

Canandaigua National Trust Co of Florida

NEW

Shares9,331

Change+9,331

Value$468.0K

Filed 2026-10-07

Greenwood Capital Associates LLC

DECREASED

Shares7,718 from 11,125

Change-3,407 (-31%)

Value$387.1K (-$162.1K)

Filed 2026-10-27

Cornell Pochily Investment Advisors, Inc.

INCREASED

Shares7,562 from 7,552

Change+10 (+0%)

Value$379.3K (+$6.5K)

Filed 2026-10-19

Pictet Asset Management Holding SA

INCREASED

Shares7,514 from 7,220

Change+294 (+4%)

Value$376.9K (+$20.5K)

Filed 2026-11-03

Focused Wealth Management, Inc

INCREASED

Shares7,418 from 7,359

Change+59 (+1%)

Value$372.1K (+$8.8K)

Filed 2026-10-30

Keybank National Association

INCREASED

Shares7,199 from 6,373

Change+826 (+13%)

Value$361.1K (+$46.5K)

Filed 2026-11-04

Quadrant Private Wealth Management, LLC

NEW

Shares6,802

Change+6,802

Value$341.2K

Filed 2026-11-04

BLB&B Advisors, LLC

DECREASED

Shares6,356 from 7,656

Change-1,300 (-17%)

Value$318.8K (-$59.2K)

Filed 2026-10-27

Prime Capital Investment Advisors, LLC

INCREASED

Shares5,959 from 5,958

Change+1 (+0%)

Value$298.9K (+$4.7K)

Filed 2026-10-20

Mutual of America Capital Management LLC

DECREASED

Shares5,929 from 5,958

Change-29 (0%)

Value$297.4K (+$3.3K)

Filed 2026-10-23

Stone House Investment Management, LLC

UNCHANGED

Shares5,631 from 5,631

Change0 (0%)

Value$282.4K (+$4.4K)

Filed 2026-10-23

Allspring Global Investments Holdings, LLC

INCREASED

Shares5,123 from 5,081

Change+42 (+1%)

Value$262.1K (+$9.0K)

Filed 2026-11-04

Ascent Wealth Partners, LLC

INCREASED

Shares5,115 from 5,093

Change+22 (+0%)

Value$256.6K (+$5.2K)

Filed 2026-10-23

Xponance LLC

DECREASED

Shares4,891 from 5,008

Change-117 (-2%)

Value$245.3K (-$1.9K)

Filed 2026-11-03

Daytona Street Capital LLC

UNCHANGED

Shares4,768 from 4,768

Change0 (0%)

Value$243.3K (+$4.5K)

Filed 2026-10-15

M Holdings Securities, Inc.

NEW

Shares4,654

Change+4,654

Value$249

Filed 2026-11-03

CIBC Asset Management Inc

DECREASED

Shares4,647 from 4,734

Change-87 (-2%)

Value$233.1K (-$624)

Filed 2026-11-05

Burney Co/

UNCHANGED

Shares4,185 from 4,185

Change0 (0%)

Value$209.9K (+$3.3K)

Filed 2026-10-15

Profund Advisors LLC

DECREASED

Shares4,172 from 4,183

Change-11 (0%)

Value$209.3K (+$2.8K)

Filed 2026-10-29

Union Savings Bank

UNCHANGED

Shares3,738 from 3,738

Change0 (0%)

Value$187.5K (+$3.0K)

Filed 2026-10-14

Harbor Investment Advisory, LLC

UNCHANGED

Shares3,624 from 3,624

Change0 (0%)

Value$181.8K (+$2.9K)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares3,622 from 3,368

Change+254 (+8%)

Value$181.7K (+$15.5K)

Filed 2026-10-08

Birchbrook, Inc.

UNCHANGED

Shares2,991 from 2,991

Change0 (0%)

Value$150.0K (+$2.4K)

Filed 2026-10-14

Gamma Investing LLC

INCREASED

Shares2,439 from 2,352

Change+87 (+4%)

Value$122.3K (+$6.2K)

Filed 2026-10-08

Plante Moran Financial Advisors, LLC

DECREASED

Shares2,349 from 2,991

Change-642 (-21%)

Value$117.8K (-$29.8K)

Filed 2026-11-04

KBC Group NV

UNCHANGED

Shares1,984 from 1,984

Change0 (0%)

Value$100 (-$97.9K)

Filed 2026-10-22

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,289 from 1,282

Change+7 (+1%)

Value$64.7K (+$1.4K)

Filed 2026-10-27

Asset Dedication, LLC

UNCHANGED

Shares1,190 from 1,190

Change0 (0%)

Value$59.7K (+$940)

Filed 2026-11-03

John Boyer, Inc.

NEW

Shares1,044

Change+1,044

Value$52.4K

Filed 2026-10-27

Sterling Capital Management LLC

DECREASED

Shares1,016 from 1,045

Change-29 (-3%)

Value$51.0K (-$629)

Filed 2026-10-22

Flagship Wealth Advisors, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$50.2K (+$790)

Filed 2026-11-03

Larson Financial Group LLC

INCREASED

Shares917 from 806

Change+111 (+14%)

Value$46.0K (+$6.2K)

Filed 2026-11-05

TD Private Client Wealth LLC

UNCHANGED

Shares867 from 867

Change0 (0%)

Value$43.5K (+$685)

Filed 2026-10-28

Blue Trust, Inc.

DECREASED

Shares599 from 749

Change-150 (-20%)

Value$30.0K (-$6.9K)

Filed 2026-10-15

Harbor Capital Advisors, Inc.

DECREASED

Shares539 from 561

Change-22 (-4%)

Value$27 (-$1)

Filed 2026-10-22

Elevated Capital Advisors, LLC

UNCHANGED

Shares533 from 533

Change0 (0%)

Value$26.7K (+$421)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

INCREASED

Shares501 from 430

Change+71 (+17%)

Value$25.1K (+$3.9K)

Filed 2026-11-04

Acumen Wealth Advisors, LLC

INCREASED

Shares438 from 391

Change+47 (+12%)

Value$22.0K (+$2.7K)

Filed 2026-11-05

Bare Financial Services, Inc

INCREASED

Shares372 from 56

Change+316 (+564%)

Value$18.6K (+$15.9K)

Filed 2026-11-04

Next Level Wealth Planning, LLC

NEW

Shares332

Change+332

Value$16.7K

Filed 2026-10-29

Salomon & Ludwin, LLC

UNCHANGED

Shares276 from 276

Change0 (0%)

Value$13.8K (-$25)

Filed 2026-10-29

Caldwell Trust Co

DECREASED

Shares250 from 372

Change-122 (-33%)

Value$12.5K (-$5.8K)

Filed 2026-10-30

Assetmark, Inc

INCREASED

Shares223 from 219

Change+4 (+2%)

Value$11.2K (+$374)

Filed 2026-10-21

Pension & Wealth Management Advisors, Inc.

NEW

Shares219

Change+219

Value$11.0K

Filed 2026-10-16

Spire Wealth Management

UNCHANGED

Shares207 from 207

Change0 (0%)

Value$10.4K (+$164)

Filed 2026-10-30

Versant Capital Management, Inc

INCREASED

Shares180 from 163

Change+17 (+10%)

Value$9.0K (+$982)

Filed 2026-10-02

Root Financial Partners, LLC

NEW

Shares142

Change+142

Value$7.1K

Filed 2026-10-21

Cedar Mountain Advisors, LLC

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$4.5K (+$70)

Filed 2026-10-15

Parkside Financial Bank & Trust

INCREASED

Shares85 from 45

Change+40 (+89%)

Value$4.3K (+$2.0K)

Filed 2026-10-27

Parallel Advisors, LLC

UNCHANGED

Shares82 from 82

Change0 (0%)

Value$4.1K (+$65)

Filed 2026-11-03

GK Wealth Management LLC

NEW

Shares68

Change+68

Value$3.4K

Filed 2026-10-09

SJS Investment Consulting Inc.

INCREASED

Shares68 from 62

Change+6 (+10%)

Value$3.4K (+$350)

Filed 2026-10-26

Elyxium Wealth, LLC

NEW

Shares56

Change+56

Value$2.8K

Filed 2026-10-27

Farmers & Merchants Investments Inc

INCREASED

Shares51 from 29

Change+22 (+76%)

Value$2.6K (+$1.1K)

Filed 2026-10-22

Clark Wealth Partners

NEW

Shares50

Change+50

Value$2.5K

Filed 2026-10-19

Fortitude Family Office, LLC

INCREASED

Shares50 from 4

Change+46 (+1150%)

Value$2.5K (+$2.3K)

Filed 2026-10-14

Essential Partners LLC

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$2.0K (+$31)

Filed 2026-10-14

Provenance Wealth Advisors, LLC

NEW

Shares22

Change+22

Value$1.1K

Filed 2026-10-30

True Wealth Design, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.1K (+$17)

Filed 2026-10-13

Creative Capital Management Investments LLC

INCREASED

Shares12 from 5

Change+7 (+140%)

Value$602 (+$355)

Filed 2026-10-28

JFS Wealth Advisors, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$602 (+$9)

Filed 2026-11-03

Bell Investment Advisors, Inc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$502 (+$8)

Filed 2026-10-29

Valley National Advisers Inc

NEW

Shares9

Change+9

Value$452

Filed 2026-10-23

Covestor Ltd

DECREASED

Shares9 from 14

Change-5 (-36%)

Value$0 (-$1)

Filed 2026-10-30

UMB Private Wealth Management, LLC

NEW

Shares8

Change+8

Value$401

Filed 2026-10-19

Gilpin Wealth Management, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$402 (+$7)

Filed 2026-10-09

Capital Advisors, Ltd. LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Financial Consulate, Inc

NEW

Shares3

Change+3

Value$151

Filed 2026-10-23

Davis Capital Management

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$150 (+$2)

Filed 2026-10-08

Hughes Financial Services, LLC

NEW

Shares1

Change+1

Value$53

Filed 2026-10-30

TD Waterhouse Canada Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$51 (+$1)

Filed 2026-10-16

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$51 (+$1)

Filed 2026-10-15

Mission Wealth Management, LP

CLOSED

Shares0 from 27,096

Change-27,096 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-15

Financial Planning Hawaii, Inc.

CLOSED

Shares0 from 15,439

Change-15,439 (-100%)

Value$0 (-$762.2K)

Filed 2026-10-13

First Citizens Bank & Trust Co

CLOSED

Shares0 from 6,697

Change-6,697 (-100%)

Value$0 (-$330.6K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 6,037

Change-6,037 (-100%)

Value$0 (-$298.0K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 5,897

Change-5,897 (-100%)

Value$0 (-$291.1K)

Filed 2026-10-16

Lido Advisors, LLC

CLOSED

Shares0 from 4,864

Change-4,864 (-100%)

Value$0 (-$240.1K)

Filed 2026-11-04

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 308

Change-308 (-100%)

Value$0 (-$15.2K)

Filed 2026-10-26

Fulcrum Asset Management LLP

CLOSED

Shares0 from 86

Change-86 (-100%)

Value$0 (-$4.2K)

Filed 2026-11-04

Salem Investment Counselors Inc

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-13

Cornerstone Planning Group LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$569)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$197)

Filed 2026-10-29

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 7,477,880

Change-7,477,880 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,449,538

Change-3,449,538 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,731,491

Change-2,731,491 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,254,925

Change-2,254,925 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,737,937

Change-1,737,937 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,393,256

Change-1,393,256 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 719,022

Change-719,022 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 647,745

Change-647,745 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 629,351

Change-629,351 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 611,644

Change-611,644 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 578,914

Change-578,914 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 559,697

Change-559,697 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 519,883

Change-519,883 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 441,781

Change-441,781 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 410,346

Change-410,346 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 385,862

Change-385,862 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 343,908

Change-343,908 (-100%)

Value—

Ceredex Value Advisors LLC

N/A

Shares— from 276,950

Change-276,950 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 240,822

Change-240,822 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 219,085

Change-219,085 (-100%)

Value—

UBS Group AG

N/A

Shares— from 215,142

Change-215,142 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 202,250

Change-202,250 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 189,433

Change-189,433 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 178,835

Change-178,835 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 178,703

Change-178,703 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 163,440

Change-163,440 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 155,230

Change-155,230 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 151,572

Change-151,572 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 131,567

Change-131,567 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 128,180

Change-128,180 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 127,306

Change-127,306 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 126,428

Change-126,428 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 125,023

Change-125,023 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 124,971

Change-124,971 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 122,283

Change-122,283 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 122,143

Change-122,143 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 119,929

Change-119,929 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 101,800

Change-101,800 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 91,512

Change-91,512 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 81,755

Change-81,755 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 79,566

Change-79,566 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 77,858

Change-77,858 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 77,153

Change-77,153 (-100%)

Value—

PL Capital Advisors, LLCA

N/A

Shares— from 73,030

Change-73,030 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 70,736

Change-70,736 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 64,405

Change-64,405 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 59,711

Change-59,711 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 55,960

Change-55,960 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 54,416

Change-54,416 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 51,849

Change-51,849 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 45,569

Change-45,569 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 42,622

Change-42,622 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 42,023

Change-42,023 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 41,956

Change-41,956 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 40,576

Change-40,576 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 39,887

Change-39,887 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 39,824

Change-39,824 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 34,145

Change-34,145 (-100%)

Value—

Members Advisory Group LLC

N/A

Shares— from 33,522

Change-33,522 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 32,218

Change-32,218 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 30,902

Change-30,902 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 30,183

Change-30,183 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 29,543

Change-29,543 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 29,533

Change-29,533 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 29,432

Change-29,432 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 27,845

Change-27,845 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 26,959

Change-26,959 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 26,957

Change-26,957 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 26,867

Change-26,867 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 26,779

Change-26,779 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 26,771

Change-26,771 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 23,875

Change-23,875 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 23,597

Change-23,597 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 23,310

Change-23,310 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 21,913

Change-21,913 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 19,308

Change-19,308 (-100%)

Value—

Community Bank, N.A.

N/A

Shares— from 18,509

Change-18,509 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 18,287

Change-18,287 (-100%)

Value—

Note Advisors, LLC

N/A

Shares— from 18,048

Change-18,048 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 17,544

Change-17,544 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 17,259

Change-17,259 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 16,177

Change-16,177 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 16,161

Change-16,161 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 16,113

Change-16,113 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,956

Change-15,956 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 15,292

Change-15,292 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 15,254

Change-15,254 (-100%)

Value—

Leigh Baldwin & Co., LLC

N/A

Shares— from 15,018

Change-15,018 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 14,972

Change-14,972 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 14,630

Change-14,630 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 13,086

Change-13,086 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 13,069

Change-13,069 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 12,908

Change-12,908 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 12,730

Change-12,730 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 12,695

Change-12,695 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,327

Change-12,327 (-100%)

Value—

Barclays PLC

N/A

Shares— from 12,160

Change-12,160 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 12,032

Change-12,032 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 11,485

Change-11,485 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 11,409

Change-11,409 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 11,300

Change-11,300 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 11,075

Change-11,075 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 10,410

Change-10,410 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,271

Change-10,271 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 9,794

Change-9,794 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 9,700

Change-9,700 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 9,330

Change-9,330 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 9,315

Change-9,315 (-100%)

Value—

Bradley Foster & Sargent Inc

N/A

Shares— from 9,027

Change-9,027 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 8,964

Change-8,964 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 8,750

Change-8,750 (-100%)

Value—

&partners

N/A

Shares— from 8,373

Change-8,373 (-100%)

Value—

HBK Sorce Advisory LLC

N/A

Shares— from 8,343

Change-8,343 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 8,196

Change-8,196 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 8,037

Change-8,037 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 7,881

Change-7,881 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 7,753

Change-7,753 (-100%)

Value—

Portfolio Strategies, Inc.

N/A

Shares— from 7,628

Change-7,628 (-100%)

Value—

Maryland State Retirement & Pension System

N/A

Shares— from 7,608

Change-7,608 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,238

Change-7,238 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 7,079

Change-7,079 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,995

Change-6,995 (-100%)

Value—

Amundi

N/A

Shares— from 6,920

Change-6,920 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 6,816

Change-6,816 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 6,491

Change-6,491 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 6,474

Change-6,474 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,331

Change-6,331 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 6,298

Change-6,298 (-100%)

Value—

Stephens Inc

N/A

Shares— from 5,964

Change-5,964 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 5,599

Change-5,599 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 5,229

Change-5,229 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 5,216

Change-5,216 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 5,204

Change-5,204 (-100%)

Value—

Buffalo Business & Estate Services LTD

N/A

Shares— from 4,785

Change-4,785 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,705

Change-4,705 (-100%)

Value—

Strategic Financial Services, Inc.

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 4,364

Change-4,364 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 4,357

Change-4,357 (-100%)

Value—

First National Bank & Trust Co of Newtown

N/A

Shares— from 4,010

Change-4,010 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,166

Change-3,166 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 2,979

Change-2,979 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,957

Change-2,957 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2,722

Change-2,722 (-100%)

Value—

ESL Trust Services, LLC

N/A

Shares— from 2,058

Change-2,058 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,930

Change-1,930 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 1,831

Change-1,831 (-100%)

Value—

US Bancorp \de\

N/A

Shares— from 1,816

Change-1,816 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 1,583

Change-1,583 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,279

Change-1,279 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 989

Change-989 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 904

Change-904 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 801

Change-801 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 702

Change-702 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 656

Change-656 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 619

Change-619 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 480

Change-480 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 406

Change-406 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 383

Change-383 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 375

Change-375 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 356

Change-356 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 344

Change-344 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 306

Change-306 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 273

Change-273 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 235

Change-235 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 228

Change-228 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 138

Change-138 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 130

Change-130 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 97

Change-97 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 57

Change-57 (-100%)

Value—

Quarry LP

N/A

Shares— from 51

Change-51 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 7

Change-7 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 5

Change-5 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,578,261	2,406,173	+172,088	+7%	$118.8M	$129.3M	+$10.5M	2026-11-04
Bank of New York Mellon Corp	DECREASED	458,240	459,484	-1,244	0%	$22.7M	$23.0M	+$300.6K	2026-11-05
NBT Bank, N.A.	INCREASED	265,692	261,448	+4,244	+2%	$12.9M	$13.3M	+$419.4K	2026-10-21
Principal Financial Group Inc	DECREASED	248,331	251,361	-3,030	-1%	$12.4M	$12.5M	+$46.6K	2026-11-02
ProShare Advisors LLC	INCREASED	197,314	147,235	+50,079	+34%	$7.3M	$9.9M	+$2.6M	2026-10-29
Commonwealth Equity Services, LLC	INCREASED	150,208	135,314	+14,894	+11%	$6.7M	$7.5M	+$854.0K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	109,819	96,029	+13,790	+14%	$4.8M	$5.5M	+$720.8K	2026-10-13
Thrivent Financial for Lutherans	DECREASED	41,462	59,849	-18,387	-31%	$3.0M	$2.1K	-$3.0M	2026-11-05
New York State Teachers Retirement System	INCREASED	40,776	37,651	+3,125	+8%	$1.9M	$2.0K	-$1.9M	2026-10-22
Tompkins Financial Corp	DECREASED	36,462	37,540	-1,078	-3%	$1.9M	$1.8M	-$24.4K	2026-10-05
Linden Thomas Advisory Services, LLC	INCREASED	36,114	36,052	+62	+0%	$1.8M	$1.8M	+$31.6K	2026-10-19
MGO One Seven LLC	DECREASED	35,565	43,330	-7,765	-18%	$2.1M	$1.8M	-$355.3K	2026-10-28
Citigroup Inc	DECREASED	34,961	47,221	-12,260	-26%	$2.3M	$1.8M	-$577.7K	2026-11-04
Horizon Advisory Services, Inc.	UNCHANGED	34,781	34,781	0	0%	$1.7M	$1.7M	+$27.5K	2026-10-29
Illinois Municipal Retirement Fund	DECREASED	26,956	27,041	-85	0%	$1.3M	$1.4M	+$17.1K	2026-11-05
IFP Advisors, Inc	UNCHANGED	25,034	25,034	0	0%	$1.2M	$1.3M	+$19.8K	2026-10-16
Louisiana State Employees Retirement System	DECREASED	22,100	22,800	-700	-3%	$1.1M	$1.1M	-$17.1K	2026-10-20
Creative Planning	INCREASED	21,304	21,257	+47	+0%	$1.0M	$1.1M	+$19.2K	2026-11-02
Rosenthal \| Henry Capital Advisors, Inc.	UNCHANGED	21,175	21,175	0	0%	$1.0M	$1.1M	+$16.7K	2026-10-27
Peoples Financial Services Corp.	UNCHANGED	15,000	15,000	0	0%	$740.4K	$752.3K	+$11.9K	2026-10-20
Arizona State Retirement System	INCREASED	14,279	13,992	+287	+2%	$690.8K	$716.2K	+$25.5K	2026-11-03
Washington Trust Advisors, Inc.	UNCHANGED	13,626	13,626	0	0%	$672.7K	$683.5K	+$10.8K	2026-10-22
Amalgamated Bank	DECREASED	13,467	13,967	-500	-4%	$690.0K	$676	-$689.3K	2026-10-23
Fenimore Asset Management Inc	UNCHANGED	13,355	13,355	0	0%	$659.3K	$669.9K	+$10.6K	2026-10-08
Yousif Capital Management, LLC	DECREASED	13,113	13,907	-794	-6%	$686.6K	$657.7K	-$28.8K	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	12,972	12,958	+14	+0%	$639.7K	$650.7K	+$10.9K	2026-10-20
Inspire Investing, LLC	DECREASED	12,709	13,789	-1,080	-8%	$680.8K	$637.5K	-$43.3K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	12,242	12,333	-91	-1%	$608.9K	$614.1K	+$5.2K	2026-11-03
Shelter Rock Management, LLC	UNCHANGED	12,163	12,163	0	0%	$600.5K	$626.3K	+$25.8K	2026-10-09
North Star Investment Management Corp.	UNCHANGED	12,000	12,000	0	0%	$592.4K	$601.9K	+$9.5K	2026-10-27
Oregon Public Employees Retirement Fund	DECREASED	11,704	11,804	-100	-1%	$582.8K	$587.1K	+$4.3K	2026-10-30
Stonebridge Financial Group, LLC	INCREASED	11,532	11,531	+1	+0%	$569.3K	$578.4K	+$9.2K	2026-10-01
Alps Advisors Inc	NEW	11,130	—	+11,130	—	—	$558.3K	—	2026-11-03
Stablepoint Partners, LLC	UNCHANGED	11,119	11,119	0	0%	$548.9K	$557.7K	+$8.8K	2026-11-03
State of Alaska, Department of Revenue	DECREASED	10,661	19,420	-8,759	-45%	$958.0K	$533	-$957.5K	2026-10-15
Canandaigua National Trust Co of Florida	NEW	9,331	—	+9,331	—	—	$468.0K	—	2026-10-07
Greenwood Capital Associates LLC	DECREASED	7,718	11,125	-3,407	-31%	$549.2K	$387.1K	-$162.1K	2026-10-27
Cornell Pochily Investment Advisors, Inc.	INCREASED	7,562	7,552	+10	+0%	$372.8K	$379.3K	+$6.5K	2026-10-19
Pictet Asset Management Holding SA	INCREASED	7,514	7,220	+294	+4%	$356.5K	$376.9K	+$20.5K	2026-11-03
Focused Wealth Management, Inc	INCREASED	7,418	7,359	+59	+1%	$363.3K	$372.1K	+$8.8K	2026-10-30
Keybank National Association	INCREASED	7,199	6,373	+826	+13%	$314.6K	$361.1K	+$46.5K	2026-11-04
Quadrant Private Wealth Management, LLC	NEW	6,802	—	+6,802	—	—	$341.2K	—	2026-11-04
BLB&B Advisors, LLC	DECREASED	6,356	7,656	-1,300	-17%	$378.0K	$318.8K	-$59.2K	2026-10-27
Prime Capital Investment Advisors, LLC	INCREASED	5,959	5,958	+1	+0%	$294.2K	$298.9K	+$4.7K	2026-10-20
Mutual of America Capital Management LLC	DECREASED	5,929	5,958	-29	0%	$294.1K	$297.4K	+$3.3K	2026-10-23
Stone House Investment Management, LLC	UNCHANGED	5,631	5,631	0	0%	$278.0K	$282.4K	+$4.4K	2026-10-23
Allspring Global Investments Holdings, LLC	INCREASED	5,123	5,081	+42	+1%	$253.1K	$262.1K	+$9.0K	2026-11-04
Ascent Wealth Partners, LLC	INCREASED	5,115	5,093	+22	+0%	$251.4K	$256.6K	+$5.2K	2026-10-23
Xponance LLC	DECREASED	4,891	5,008	-117	-2%	$247.2K	$245.3K	-$1.9K	2026-11-03
Daytona Street Capital LLC	UNCHANGED	4,768	4,768	0	0%	$238.8K	$243.3K	+$4.5K	2026-10-15
M Holdings Securities, Inc.	NEW	4,654	—	+4,654	—	—	$249	—	2026-11-03
CIBC Asset Management Inc	DECREASED	4,647	4,734	-87	-2%	$233.7K	$233.1K	-$624	2026-11-05
Burney Co/	UNCHANGED	4,185	4,185	0	0%	$206.6K	$209.9K	+$3.3K	2026-10-15
Profund Advisors LLC	DECREASED	4,172	4,183	-11	0%	$206.5K	$209.3K	+$2.8K	2026-10-29
Union Savings Bank	UNCHANGED	3,738	3,738	0	0%	$184.5K	$187.5K	+$3.0K	2026-10-14
Harbor Investment Advisory, LLC	UNCHANGED	3,624	3,624	0	0%	$178.9K	$181.8K	+$2.9K	2026-10-13
Farther Finance Advisors, LLC	INCREASED	3,622	3,368	+254	+8%	$166.2K	$181.7K	+$15.5K	2026-10-08
Birchbrook, Inc.	UNCHANGED	2,991	2,991	0	0%	$147.7K	$150.0K	+$2.4K	2026-10-14
Gamma Investing LLC	INCREASED	2,439	2,352	+87	+4%	$116.1K	$122.3K	+$6.2K	2026-10-08
Plante Moran Financial Advisors, LLC	DECREASED	2,349	2,991	-642	-21%	$147.7K	$117.8K	-$29.8K	2026-11-04
KBC Group NV	UNCHANGED	1,984	1,984	0	0%	$98.0K	$100	-$97.9K	2026-10-22
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,289	1,282	+7	+1%	$63.3K	$64.7K	+$1.4K	2026-10-27
Asset Dedication, LLC	UNCHANGED	1,190	1,190	0	0%	$58.8K	$59.7K	+$940	2026-11-03
John Boyer, Inc.	NEW	1,044	—	+1,044	—	—	$52.4K	—	2026-10-27
Sterling Capital Management LLC	DECREASED	1,016	1,045	-29	-3%	$51.6K	$51.0K	-$629	2026-10-22
Flagship Wealth Advisors, LLC	UNCHANGED	1,000	1,000	0	0%	$49.4K	$50.2K	+$790	2026-11-03
Larson Financial Group LLC	INCREASED	917	806	+111	+14%	$39.8K	$46.0K	+$6.2K	2026-11-05
TD Private Client Wealth LLC	UNCHANGED	867	867	0	0%	$42.8K	$43.5K	+$685	2026-10-28
Blue Trust, Inc.	DECREASED	599	749	-150	-20%	$37.0K	$30.0K	-$6.9K	2026-10-15
Harbor Capital Advisors, Inc.	DECREASED	539	561	-22	-4%	$28	$27	-$1	2026-10-22
Elevated Capital Advisors, LLC	UNCHANGED	533	533	0	0%	$26.3K	$26.7K	+$421	2026-11-04
EverSource Wealth Advisors, LLC	INCREASED	501	430	+71	+17%	$21.2K	$25.1K	+$3.9K	2026-11-04
Acumen Wealth Advisors, LLC	INCREASED	438	391	+47	+12%	$19.3K	$22.0K	+$2.7K	2026-11-05
Bare Financial Services, Inc	INCREASED	372	56	+316	+564%	$2.8K	$18.6K	+$15.9K	2026-11-04
Next Level Wealth Planning, LLC	NEW	332	—	+332	—	—	$16.7K	—	2026-10-29
Salomon & Ludwin, LLC	UNCHANGED	276	276	0	0%	$13.9K	$13.8K	-$25	2026-10-29
Caldwell Trust Co	DECREASED	250	372	-122	-33%	$18.4K	$12.5K	-$5.8K	2026-10-30
Assetmark, Inc	INCREASED	223	219	+4	+2%	$10.8K	$11.2K	+$374	2026-10-21
Pension & Wealth Management Advisors, Inc.	NEW	219	—	+219	—	—	$11.0K	—	2026-10-16
Spire Wealth Management	UNCHANGED	207	207	0	0%	$10.2K	$10.4K	+$164	2026-10-30
Versant Capital Management, Inc	INCREASED	180	163	+17	+10%	$8.0K	$9.0K	+$982	2026-10-02
Root Financial Partners, LLC	NEW	142	—	+142	—	—	$7.1K	—	2026-10-21
Cedar Mountain Advisors, LLC	UNCHANGED	89	89	0	0%	$4.4K	$4.5K	+$70	2026-10-15
Parkside Financial Bank & Trust	INCREASED	85	45	+40	+89%	$2.2K	$4.3K	+$2.0K	2026-10-27
Parallel Advisors, LLC	UNCHANGED	82	82	0	0%	$4.0K	$4.1K	+$65	2026-11-03
GK Wealth Management LLC	NEW	68	—	+68	—	—	$3.4K	—	2026-10-09
SJS Investment Consulting Inc.	INCREASED	68	62	+6	+10%	$3.1K	$3.4K	+$350	2026-10-26
Elyxium Wealth, LLC	NEW	56	—	+56	—	—	$2.8K	—	2026-10-27
Farmers & Merchants Investments Inc	INCREASED	51	29	+22	+76%	$1.4K	$2.6K	+$1.1K	2026-10-22
Clark Wealth Partners	NEW	50	—	+50	—	—	$2.5K	—	2026-10-19
Fortitude Family Office, LLC	INCREASED	50	4	+46	+1150%	$197	$2.5K	+$2.3K	2026-10-14
Essential Partners LLC	UNCHANGED	39	39	0	0%	$1.9K	$2.0K	+$31	2026-10-14
Provenance Wealth Advisors, LLC	NEW	22	—	+22	—	—	$1.1K	—	2026-10-30
True Wealth Design, LLC	UNCHANGED	22	22	0	0%	$1.1K	$1.1K	+$17	2026-10-13
Creative Capital Management Investments LLC	INCREASED	12	5	+7	+140%	$247	$602	+$355	2026-10-28
JFS Wealth Advisors, LLC	UNCHANGED	12	12	0	0%	$593	$602	+$9	2026-11-03
Bell Investment Advisors, Inc	UNCHANGED	10	10	0	0%	$494	$502	+$8	2026-10-29
Valley National Advisers Inc	NEW	9	—	+9	—	—	$452	—	2026-10-23
Covestor Ltd	DECREASED	9	14	-5	-36%	$1	$0	-$1	2026-10-30
UMB Private Wealth Management, LLC	NEW	8	—	+8	—	—	$401	—	2026-10-19
Gilpin Wealth Management, LLC	UNCHANGED	8	8	0	0%	$395	$402	+$7	2026-10-09
Capital Advisors, Ltd. LLC	UNCHANGED	4	4	0	0%	$0	$0	$0	2026-10-27
Financial Consulate, Inc	NEW	3	—	+3	—	—	$151	—	2026-10-23
Davis Capital Management	UNCHANGED	3	3	0	0%	$148	$150	+$2	2026-10-08
Hughes Financial Services, LLC	NEW	1	—	+1	—	—	$53	—	2026-10-30
TD Waterhouse Canada Inc.	UNCHANGED	1	1	0	0%	$50	$51	+$1	2026-10-16
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$50	$51	+$1	2026-10-15
Mission Wealth Management, LP	CLOSED	0	27,096	-27,096	-100%	$1.3M	$0	-$1.3M	2026-10-15
Financial Planning Hawaii, Inc.	CLOSED	0	15,439	-15,439	-100%	$762.2K	$0	-$762.2K	2026-10-13
First Citizens Bank & Trust Co	CLOSED	0	6,697	-6,697	-100%	$330.6K	$0	-$330.6K	2026-10-14
Cambridge Investment Research Advisors, Inc.	CLOSED	0	6,037	-6,037	-100%	$298.0K	$0	-$298.0K	2026-11-02
Concurrent Investment Advisors, LLC	CLOSED	0	5,897	-5,897	-100%	$291.1K	$0	-$291.1K	2026-10-16
Lido Advisors, LLC	CLOSED	0	4,864	-4,864	-100%	$240.1K	$0	-$240.1K	2026-11-04
Commonwealth Retirement Investments LLC	CLOSED	0	308	-308	-100%	$15.2K	$0	-$15.2K	2026-10-26
Fulcrum Asset Management LLP	CLOSED	0	86	-86	-100%	$4.2K	$0	-$4.2K	2026-11-04
Salem Investment Counselors Inc	CLOSED	0	40	-40	-100%	$2.0K	$0	-$2.0K	2026-10-13
Cornerstone Planning Group LLC	CLOSED	0	11	-11	-100%	$569	$0	-$569	2026-10-16
Caitong International Asset Management Co., Ltd	CLOSED	0	4	-4	-100%	$197	$0	-$197	2026-10-29
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	7,477,880	-7,477,880	-100%	$369.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,449,538	-3,449,538	-100%	$170.3M	—	—	—
State Street Corp	N/A	—	2,731,491	-2,731,491	-100%	$134.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,254,925	-2,254,925	-100%	$111.3M	—	—	—
FMR LLC	N/A	—	1,737,937	-1,737,937	-100%	$85.8M	—	—	—
Geode Capital Management, LLC	N/A	—	1,393,256	-1,393,256	-100%	$68.8M	—	—	—
Northern Trust Corp	N/A	—	719,022	-719,022	-100%	$35.5M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	647,745	-647,745	-100%	$32.0M	—	—	—
Victory Capital Management Inc	N/A	—	629,351	-629,351	-100%	$31.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	611,644	-611,644	-100%	$30.2M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	578,914	-578,914	-100%	$28.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	559,697	-559,697	-100%	$27.6M	—	—	—
American Century Companies Inc	N/A	—	519,883	-519,883	-100%	$25.7M	—	—	—
Raymond James Financial Inc	N/A	—	441,781	-441,781	-100%	$21.8M	—	—	—
Morgan Stanley	N/A	—	410,346	-410,346	-100%	$20.3M	—	—	—
Nuveen, LLC	N/A	—	385,862	-385,862	-100%	$19.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	343,908	-343,908	-100%	$17.0M	—	—	—
Ceredex Value Advisors LLC	N/A	—	276,950	-276,950	-100%	$13.7M	—	—	—
Two Sigma Investments, LP	N/A	—	240,822	-240,822	-100%	$11.9M	—	—	—
Citadel Advisors LLC	N/A	—	219,085	-219,085	-100%	$10.8M	—	—	—
UBS Group AG	N/A	—	215,142	-215,142	-100%	$10.6M	—	—	—
JPMorgan Chase & Co	N/A	—	202,250	-202,250	-100%	$10.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	189,433	-189,433	-100%	$9.4M	—	—	—
AQR Capital Management LLC	N/A	—	178,835	-178,835	-100%	$8.8M	—	—	—
Public Sector Pension Investment Board	N/A	—	178,703	-178,703	-100%	$8.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	163,440	-163,440	-100%	$8.1M	—	—	—
Schroder Investment Management Group	N/A	—	155,230	-155,230	-100%	$7.6M	—	—	—
Invesco Ltd.	N/A	—	151,572	-151,572	-100%	$7.5M	—	—	—
Rhumbline Advisers	N/A	—	131,567	-131,567	-100%	$6.5M	—	—	—
UBS Asset Management Americas LLC	N/A	—	128,180	-128,180	-100%	$6.3M	—	—	—
First Trust Advisors LP	N/A	—	127,306	-127,306	-100%	$6.3M	—	—	—
Savant Capital, LLC	N/A	—	126,428	-126,428	-100%	$5.7M	—	—	—
Edgestream Partners, L.P.	N/A	—	125,023	-125,023	-100%	$6.2M	—	—	—
Bank of America Corp	N/A	—	124,971	-124,971	-100%	$6.2M	—	—	—
Legal & General Group Plc	N/A	—	122,283	-122,283	-100%	$6.0M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	122,143	-122,143	-100%	$6.0M	—	—	—
Wells Fargo & Company	N/A	—	119,929	-119,929	-100%	$5.9M	—	—	—
Swiss National Bank	N/A	—	101,800	-101,800	-100%	$5.0M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	91,512	-91,512	-100%	$4.5M	—	—	—
Price T Rowe Associates Inc	N/A	—	81,755	-81,755	-100%	$4.0M	—	—	—
Ameriprise Financial Inc	N/A	—	79,566	-79,566	-100%	$3.9M	—	—	—
Qube Research & Technologies Ltd	N/A	—	77,858	-77,858	-100%	$3.8M	—	—	—
Empowered Funds, LLC	N/A	—	77,153	-77,153	-100%	$3.8M	—	—	—
PL Capital Advisors, LLCA	N/A	—	73,030	-73,030	-100%	$3.6M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	70,736	-70,736	-100%	$3.5M	—	—	—
Alliancebernstein L.P.	N/A	—	64,405	-64,405	-100%	$2.7M	—	—	—
California State Teachers Retirement System	N/A	—	59,711	-59,711	-100%	$2.9M	—	—	—
Deutsche Bank Ag\	N/A	—	55,960	-55,960	-100%	$2.8M	—	—	—
Prudential Financial Inc	N/A	—	54,416	-54,416	-100%	$2.7M	—	—	—
LPL Financial LLC	N/A	—	51,849	-51,849	-100%	$2.6M	—	—	—
Baird Financial Group, Inc.	N/A	—	45,569	-45,569	-100%	$2.2M	—	—	—
Quantinno Capital Management LP	N/A	—	42,622	-42,622	-100%	$2.1M	—	—	—
Canada Life Assurance Co	N/A	—	42,023	-42,023	-100%	$2.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	41,956	-41,956	-100%	$2.1M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	40,576	-40,576	-100%	$2.0M	—	—	—
Intech Investment Management LLC	N/A	—	39,887	-39,887	-100%	$2.0M	—	—	—
Voya Investment Management LLC	N/A	—	39,824	-39,824	-100%	$2.0M	—	—	—
Franklin Resources Inc	N/A	—	34,145	-34,145	-100%	$1.7M	—	—	—
Members Advisory Group LLC	N/A	—	33,522	-33,522	-100%	$1.7M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	32,218	-32,218	-100%	$1.6M	—	—	—
Cerity Partners LLC	N/A	—	30,902	-30,902	-100%	$1.5M	—	—	—
MetLife Investment Management, LLC	N/A	—	30,183	-30,183	-100%	$1.5M	—	—	—
Royal Bank of Canada	N/A	—	29,543	-29,543	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	29,533	-29,533	-100%	$1.5M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	29,432	-29,432	-100%	$1.5M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	27,845	-27,845	-100%	$1.4M	—	—	—
Arax Advisory Partners	N/A	—	26,959	-26,959	-100%	$1.3M	—	—	—
Russell Investments Group, Ltd.	N/A	—	26,957	-26,957	-100%	$1.3M	—	—	—
Horizon Investments, LLC	N/A	—	26,867	-26,867	-100%	$1.3M	—	—	—
XTX Topco Ltd	N/A	—	26,779	-26,779	-100%	$1.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	26,771	-26,771	-100%	$1.3M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	23,875	-23,875	-100%	$1.2M	—	—	—
Guggenheim Capital LLC	N/A	—	23,597	-23,597	-100%	$1.2M	—	—	—
Jupiter Topco LLC	N/A	—	23,310	-23,310	-100%	$1.2M	—	—	—
Rafferty Asset Management, LLC	N/A	—	21,913	-21,913	-100%	$1.1M	—	—	—
Geneos Wealth Management Inc.	N/A	—	19,308	-19,308	-100%	$953.2K	—	—	—
Community Bank, N.A.	N/A	—	18,509	-18,509	-100%	$913.6K	—	—	—
New York State Common Retirement Fund	N/A	—	18,287	-18,287	-100%	$902.8K	—	—	—
Note Advisors, LLC	N/A	—	18,048	-18,048	-100%	$891.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	17,544	-17,544	-100%	$866.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	17,259	-17,259	-100%	$852.1K	—	—	—
Captrust Financial Advisors	N/A	—	16,177	-16,177	-100%	$798.7K	—	—	—
Stifel Financial Corp	N/A	—	16,161	-16,161	-100%	$797.9K	—	—	—
Mariner, LLC	N/A	—	16,113	-16,113	-100%	$795.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	15,956	-15,956	-100%	$787.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	15,292	-15,292	-100%	$755.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	15,254	-15,254	-100%	$753.1K	—	—	—
Leigh Baldwin & Co., LLC	N/A	—	15,018	-15,018	-100%	$741.5K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	14,972	-14,972	-100%	$739.2K	—	—	—
Voloridge Investment Management, LLC	N/A	—	14,630	-14,630	-100%	$722.3K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	13,086	-13,086	-100%	$646.1K	—	—	—
Entropy Technologies, LP	N/A	—	13,069	-13,069	-100%	$645.2K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	12,908	-12,908	-100%	$637.0K	—	—	—
IEQ Capital, LLC	N/A	—	12,730	-12,730	-100%	$628.5K	—	—	—
Handelsbanken Fonder AB	N/A	—	12,695	-12,695	-100%	$627	—	—	—
Envestnet Asset Management Inc	N/A	—	12,327	-12,327	-100%	$608.6K	—	—	—
Barclays PLC	N/A	—	12,160	-12,160	-100%	$600.3K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	12,032	-12,032	-100%	$594.0K	—	—	—
Howe & Rusling Inc	N/A	—	11,485	-11,485	-100%	$567.0K	—	—	—
Fifth Third Bancorp	N/A	—	11,409	-11,409	-100%	$563.3K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	11,300	-11,300	-100%	$557.9K	—	—	—
IFG Advisory, LLC	N/A	—	11,075	-11,075	-100%	$546.8K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	10,410	-10,410	-100%	$513.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,271	-10,271	-100%	$507.1K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	9,794	-9,794	-100%	$483.5K	—	—	—
Canada Pension Plan Investment Board	N/A	—	9,700	-9,700	-100%	$478.9K	—	—	—
Odyssean, LLC	N/A	—	9,330	-9,330	-100%	$460.6K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	9,315	-9,315	-100%	$459.9K	—	—	—
Bradley Foster & Sargent Inc	N/A	—	9,027	-9,027	-100%	$445.7K	—	—	—
Summit Financial, LLC	N/A	—	8,964	-8,964	-100%	$442.6K	—	—	—
SEI Investments Co	N/A	—	8,750	-8,750	-100%	$432.0K	—	—	—
&partners	N/A	—	8,373	-8,373	-100%	$413.4K	—	—	—
HBK Sorce Advisory LLC	N/A	—	8,343	-8,343	-100%	$444.0K	—	—	—
Aigen Investment Management, LP	N/A	—	8,196	-8,196	-100%	$404.6K	—	—	—
Neuberger Berman Group LLC	N/A	—	8,037	-8,037	-100%	$396.8K	—	—	—
Teacher Retirement System of Texas	N/A	—	7,881	-7,881	-100%	$389.1K	—	—	—
Curi Capital, LLC	N/A	—	7,753	-7,753	-100%	$382.8K	—	—	—
Portfolio Strategies, Inc.	N/A	—	7,628	-7,628	-100%	$376.6K	—	—	—
Maryland State Retirement & Pension System	N/A	—	7,608	-7,608	-100%	$375.6K	—	—	—
HighTower Advisors, LLC	N/A	—	7,238	-7,238	-100%	$357.3K	—	—	—
M&T Bank Corp	N/A	—	7,079	-7,079	-100%	$349.5K	—	—	—
Bank of Montreal	N/A	—	6,995	-6,995	-100%	$345.3K	—	—	—
Amundi	N/A	—	6,920	-6,920	-100%	$341.6K	—	—	—
State of Wisconsin Investment Board	N/A	—	6,816	-6,816	-100%	$336.5K	—	—	—
Jain Global LLC	N/A	—	6,491	-6,491	-100%	$320.5K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	6,474	-6,474	-100%	$319.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,331	-6,331	-100%	$312.6K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	6,298	-6,298	-100%	$310.9K	—	—	—
Stephens Inc	N/A	—	5,964	-5,964	-100%	$294.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	5,599	-5,599	-100%	$276.4K	—	—	—
Inceptionr LLC	N/A	—	5,229	-5,229	-100%	$258.2K	—	—	—
Independent Advisor Alliance	N/A	—	5,216	-5,216	-100%	$257.5K	—	—	—
Numerai GP LLC	N/A	—	5,204	-5,204	-100%	$256.9K	—	—	—
Buffalo Business & Estate Services LTD	N/A	—	4,785	-4,785	-100%	$236.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,705	-4,705	-100%	$232.3K	—	—	—
Strategic Financial Services, Inc.	N/A	—	4,700	-4,700	-100%	$232.0K	—	—	—
Great Lakes Advisors, LLC	N/A	—	4,364	-4,364	-100%	$215.5K	—	—	—
Freestone Grove Partners LP	N/A	—	4,357	-4,357	-100%	$215.1K	—	—	—
First National Bank & Trust Co of Newtown	N/A	—	4,010	-4,010	-100%	$211.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,166	-3,166	-100%	$156.3K	—	—	—
Acadian Asset Management LLC	N/A	—	2,979	-2,979	-100%	$147.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,957	-2,957	-100%	$146.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	2,722	-2,722	-100%	$133.8K	—	—	—
ESL Trust Services, LLC	N/A	—	2,058	-2,058	-100%	$101.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,930	-1,930	-100%	$95.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	1,831	-1,831	-100%	$90.4K	—	—	—
US Bancorp \de\	N/A	—	1,816	-1,816	-100%	$89.7K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	1,583	-1,583	-100%	$78.2K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,279	-1,279	-100%	$63.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	989	-989	-100%	$48.8K	—	—	—
Nykredit A/S	N/A	—	904	-904	-100%	$44.6K	—	—	—
Bessemer Group Inc	N/A	—	801	-801	-100%	$16.0K	—	—	—
Crews Bank & Trust	N/A	—	702	-702	-100%	$34.7K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	656	-656	-100%	$32.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	619	-619	-100%	$31	—	—	—
Optiver Holding B.V.	N/A	—	480	-480	-100%	$23.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	406	-406	-100%	$20.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	383	-383	-100%	$19.0K	—	—	—
Smithfield Trust Co	N/A	—	375	-375	-100%	$19	—	—	—
Kemnay Advisory Services Inc.	N/A	—	356	-356	-100%	$17.6K	—	—	—
UMB Bank, n.a.	N/A	—	344	-344	-100%	$17.0K	—	—	—
Allworth Financial LP	N/A	—	306	-306	-100%	$15.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	273	-273	-100%	$13.5K	—	—	—
Rothschild Investment LLC	N/A	—	235	-235	-100%	$11.6K	—	—	—
Ancora Advisors LLCA	N/A	—	228	-228	-100%	$11.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	200	-200	-100%	$9.9K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	138	-138	-100%	$6.8K	—	—	—
Vanguard National Trust Co	N/A	—	130	-130	-100%	$6.4K	—	—	—
Colonial Trust Co / SC	N/A	—	100	-100	-100%	$4.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	97	-97	-100%	$4.8K	—	—	—
Cornerstone Financial Management LLC	N/A	—	75	-75	-100%	$3.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	57	-57	-100%	$2.8K	—	—	—
Quarry LP	N/A	—	51	-51	-100%	$2.5K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	46	-46	-100%	$2.3K	—	—	—
Clearstead Advisors, LLC	N/A	—	28	-28	-100%	$1.4K	—	—	—
Evolution Advisers, Inc.	N/A	—	18	-18	-100%	$0	—	—	—
CVA Family Office, LLC	N/A	—	9	-9	-100%	$444	—	—	—
Fiduciary Financial Advisors	N/A	—	7	-7	-100%	$344	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	5	-5	-100%	$0	—	—	—
Ankerstar Wealth, LLC	N/A	—	3	-3	-100%	$148	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$49	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$50	—	—	—

Showing 301 of 301 institutions