National Healthcare Corp (NHC)

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

Shares931,315 from 929,692

Change+1,623 (+0%)

Value$204.4M (+$7.9M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares375,196 from 380,934

Change-5,738 (-2%)

Value$82.4M (+$1.8M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares120,200 from 122,320

Change-2,120 (-2%)

Value$26.4M (+$531.6K)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares79,219 from 67,906

Change+11,313 (+17%)

Value$17.4M (+$3.0M)

Filed 2026-11-02

Alps Advisors Inc

DECREASED

Shares71,055 from 87,660

Change-16,605 (-19%)

Value$15.6M (-$2.9M)

Filed 2026-11-03

ProShare Advisors LLC

INCREASED

Shares46,433 from 1,849

Change+44,584 (+2411%)

Value$10.2M (+$9.8M)

Filed 2026-10-29

Vest Financial, LLC

DECREASED

Shares44,986 from 50,088

Change-5,102 (-10%)

Value$9.9M (-$711.7K)

Filed 2026-10-21

Allspring Global Investments Holdings, LLC

INCREASED

Shares41,306 from 40,887

Change+419 (+1%)

Value$9.2M (+$528.6K)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares26,222 from 27,019

Change-797 (-3%)

Value$5.8M (+$45.3K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares22,299 from 19,715

Change+2,584 (+13%)

Value$4.9M (+$728.0K)

Filed 2026-11-02

Bridge City Capital, LLC

INCREASED

Shares19,344 from 15,883

Change+3,461 (+22%)

Value$4.2M (+$889.2K)

Filed 2026-10-29

Citigroup Inc

INCREASED

Shares17,544 from 7,770

Change+9,774 (+126%)

Value$3.9M (+$2.2M)

Filed 2026-11-04

CPC Advisors, LLC

NEW

Shares16,093

Change+16,093

Value$3.5M

Filed 2026-10-21

Ritholtz Wealth Management

INCREASED

Shares15,729 from 13,469

Change+2,260 (+17%)

Value$3.5M (+$605.9K)

Filed 2026-11-05

Abound Wealth Management

INCREASED

Shares13,254 from 1

Change+13,253 (+1325300%)

Value$2.9M (+$2.9M)

Filed 2026-10-26

Virginia Retirement Systems ET Al

INCREASED

Shares12,500 from 10,800

Change+1,700 (+16%)

Value$2.7M (+$461.2K)

Filed 2026-10-28

Jefferies Financial Group Inc.

NEW

Shares10,128

Change+10,128

Value$2.2M

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares8,433 from 20,858

Change-12,425 (-60%)

Value$1.9M (-$2.6M)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares8,068 from 8,206

Change-138 (-2%)

Value$1.8K (-$1.7M)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares7,100 from 5,500

Change+1,600 (+29%)

Value$1.6M (+$396.0K)

Filed 2026-10-30

Illinois Municipal Retirement Fund

DECREASED

Shares6,080 from 6,281

Change-201 (-3%)

Value$1.3M (+$7.1K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares5,781 from 2,272

Change+3,509 (+154%)

Value$1.3M (+$788.8K)

Filed 2026-11-06

James Investment Research, Inc.

INCREASED

Shares5,456 from 4,456

Change+1,000 (+22%)

Value$1.2M (+$255.8K)

Filed 2026-10-22

Louisiana State Employees Retirement System

DECREASED

Shares5,400 from 5,500

Change-100 (-2%)

Value$1.2M (+$22.9K)

Filed 2026-10-20

Central Valley Advisors, LLC

UNCHANGED

Shares5,352 from 5,352

Change0 (0%)

Value$1.2M (+$43.6K)

Filed 2026-10-27

Ellsworth Advisors, LLC

DECREASED

Shares4,964 from 4,966

Change-2 (0%)

Value$1.1M (+$16.1K)

Filed 2026-10-15

State of New Jersey Common Pension Fund D

DECREASED

Shares4,954 from 6,057

Change-1,103 (-18%)

Value$1.1M (-$192.8K)

Filed 2026-11-05

Robeco Institutional Asset Management B.V.

DECREASED

Shares4,696 from 5,052

Change-356 (-7%)

Value$1.0M (-$37.0K)

Filed 2026-10-20

Quadrant Capital Group LLC

DECREASED

Shares4,658 from 4,689

Change-31 (-1%)

Value$1.1M (+$86.7K)

Filed 2026-10-20

New York State Teachers Retirement System

DECREASED

Shares3,543 from 3,589

Change-46 (-1%)

Value$778 (-$758.2K)

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares3,521 from 3,431

Change+90 (+3%)

Value$772.9K (+$47.7K)

Filed 2026-11-03

Evergreen Capital Management LLC

UNCHANGED

Shares3,502 from 3,502

Change0 (0%)

Value$771.1K (+$28.5K)

Filed 2026-10-23

Inspire Investing, LLC

DECREASED

Shares3,489 from 3,959

Change-470 (-12%)

Value$765.8K (-$70.9K)

Filed 2026-10-22

Yousif Capital Management, LLC

DECREASED

Shares3,378 from 3,385

Change-7 (0%)

Value$741.5K (+$26.1K)

Filed 2026-10-22

Amalgamated Bank

DECREASED

Shares3,319 from 3,370

Change-51 (-2%)

Value$729 (-$711.3K)

Filed 2026-10-23

Leuthold Group, LLC

INCREASED

Shares3,073 from 3,063

Change+10 (+0%)

Value$674.6K (+$27.2K)

Filed 2026-11-04

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares2,989 from 2,963

Change+26 (+1%)

Value$656.1K (+$29.9K)

Filed 2026-11-03

B. Riley Wealth Advisors, Inc.

NEW

Shares2,917

Change+2,917

Value$640.3K

Filed 2026-10-13

Oregon Public Employees Retirement Fund

UNCHANGED

Shares2,835 from 2,835

Change0 (0%)

Value$622.3K (+$23.1K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares2,816 from 1,823

Change+993 (+54%)

Value$618.1K (+$232.8K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares2,813 from 4,923

Change-2,110 (-43%)

Value$617 (-$1.0M)

Filed 2026-10-15

Fifth Third Bancorp

DECREASED

Shares2,574 from 2,694

Change-120 (-4%)

Value$564.9K (-$4.4K)

Filed 2026-11-05

Elevation Point Wealth Partners, LLC

INCREASED

Shares2,524 from 2,516

Change+8 (+0%)

Value$555.6K (+$22.3K)

Filed 2026-11-05

Highland Capital Management, LLC

NEW

Shares2,301

Change+2,301

Value$505.1K

Filed 2026-10-26

Cynosure Group, LLC

NEW

Shares2,271

Change+2,271

Value$498.5K

Filed 2026-11-03

Praxis Investment Management Inc

UNCHANGED

Shares2,170 from 2,170

Change0 (0%)

Value$476 (-$458.5K)

Filed 2026-11-03

Amundi

INCREASED

Shares1,876 from 1,403

Change+473 (+34%)

Value$411.8K (+$115.3K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

DECREASED

Shares1,859 from 2,079

Change-220 (-11%)

Value$409.3K (-$31.5K)

Filed 2026-10-20

Burney Co/

INCREASED

Shares1,712 from 1,387

Change+325 (+23%)

Value$375.8K (+$82.6K)

Filed 2026-10-15

Pictet Asset Management Holding SA

DECREASED

Shares1,632 from 2,244

Change-612 (-27%)

Value$358.2K (-$116.1K)

Filed 2026-11-03

Swiss Life Asset Management Ltd

DECREASED

Shares1,592 from 1,617

Change-25 (-2%)

Value$349.5K (+$7.7K)

Filed 2026-11-03

Wheelhouse Advisory Group LLC

INCREASED

Shares1,581 from 1,577

Change+4 (+0%)

Value$347.1K (+$13.7K)

Filed 2026-10-20

XML Financial, LLC

NEW

Shares1,570

Change+1,570

Value$344.6K

Filed 2026-10-29

Oath Planning, LLC

NEW

Shares1,500

Change+1,500

Value$329.3K

Filed 2026-10-20

Mutual of America Capital Management LLC

INCREASED

Shares1,448 from 1,431

Change+17 (+1%)

Value$317.9K (+$15.4K)

Filed 2026-10-23

Exchange Traded Concepts, LLC

DECREASED

Shares1,434 from 5,423

Change-3,989 (-74%)

Value$314.8K (-$831.4K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares1,428 from 1,402

Change+26 (+2%)

Value$321.5K (+$26.6K)

Filed 2026-10-13

Reliant Investment Management, LLC

UNCHANGED

Shares1,400 from 1,400

Change0 (0%)

Value$307.3K (+$11.4K)

Filed 2026-10-14

LPL Financial LLC

NEW

Shares1,393

Change+1,393

Value$305.8K

Filed 2026-11-06

Crossmark Global Holdings, Inc.

INCREASED

Shares1,351 from 953

Change+398 (+42%)

Value$296.6K (+$95.1K)

Filed 2026-10-21

Baron Wealth Management LLC

INCREASED

Shares1,296 from 1,258

Change+38 (+3%)

Value$284.5K (+$18.6K)

Filed 2026-10-27

Xponance LLC

DECREASED

Shares1,256 from 1,292

Change-36 (-3%)

Value$275.7K (+$2.6K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,161 from 1,161

Change0 (0%)

Value$254.9K (+$9.5K)

Filed 2026-11-06

Abel Hall, LLC

UNCHANGED

Shares1,155 from 1,155

Change0 (0%)

Value$253.5K (+$9.4K)

Filed 2026-10-19

Great Lakes Advisors, LLC

DECREASED

Shares1,112 from 1,118

Change-6 (-1%)

Value$244.1K (+$7.8K)

Filed 2026-11-06

Meridian Wealth Management, LLC

UNCHANGED

Shares1,109 from 1,109

Change0 (0%)

Value$243.4K (+$9.0K)

Filed 2026-11-05

Ethic Inc.

NEW

Shares1,070

Change+1,070

Value$234.9K

Filed 2026-11-03

Linden Thomas Advisory Services, LLC

NEW

Shares1,066

Change+1,066

Value$234.0K

Filed 2026-10-19

Signaturefd, LLC

INCREASED

Shares1,010 from 959

Change+51 (+5%)

Value$221.7K (+$19.0K)

Filed 2026-10-23

Fifth Third Wealth Advisors LLC

NEW

Shares985

Change+985

Value$216.2K

Filed 2026-10-22

Nykredit A/S

UNCHANGED

Shares981 from 981

Change0 (0%)

Value$215.3K (+$8.0K)

Filed 2026-11-06

Savant Capital, LLC

NEW

Shares966

Change+966

Value$212.0K

Filed 2026-11-06

D'Orazio & Associates, Inc.

NEW

Shares939

Change+939

Value$206.1K

Filed 2026-11-04

Sagespring Wealth Partners, LLC

NEW

Shares916

Change+916

Value$201.0K

Filed 2026-10-22

Parallel Advisors, LLC

INCREASED

Shares744 from 673

Change+71 (+11%)

Value$163.3K (+$21.1K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares513 from 514

Change-1 (0%)

Value$112.6K (+$4.0K)

Filed 2026-10-27

KBC Group NV

UNCHANGED

Shares511 from 511

Change0 (0%)

Value$112 (-$107.9K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares419 from 389

Change+30 (+8%)

Value$92.0K (+$9.8K)

Filed 2026-10-08

Copeland Capital Management, LLC

DECREASED

Shares407 from 541

Change-134 (-25%)

Value$89.3K (-$25.0K)

Filed 2026-10-13

Covestor Ltd

INCREASED

Shares402 from 65

Change+337 (+518%)

Value$88 (+$74)

Filed 2026-10-30

Compass Financial Management LLC

NEW

Shares401

Change+401

Value$88.1K

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares387 from 143

Change+244 (+171%)

Value$85.0K (+$54.7K)

Filed 2026-10-08

Rothwell Investment Advisors, LLC

NEW

Shares374

Change+374

Value$82.1K

Filed 2026-11-06

US Bancorp \de\

DECREASED

Shares363 from 367

Change-4 (-1%)

Value$79.7K (+$2.1K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares310 from 198

Change+112 (+57%)

Value$68.0K (+$26.2K)

Filed 2026-10-22

UMB Bank, n.a.

UNCHANGED

Shares292 from 292

Change0 (0%)

Value$64.1K (+$2.4K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares249 from 247

Change+2 (+1%)

Value$54.7K (+$2.5K)

Filed 2026-11-04

Fortitude Family Office, LLC

INCREASED

Shares215 from 14

Change+201 (+1436%)

Value$47.2K (+$44.2K)

Filed 2026-10-14

Assetmark, Inc

INCREASED

Shares202 from 197

Change+5 (+3%)

Value$44.3K (+$2.7K)

Filed 2026-10-21

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares174 from 174

Change0 (0%)

Value$38.2K (+$1.4K)

Filed 2026-11-05

Allworth Financial LP

INCREASED

Shares131 from 130

Change+1 (+1%)

Value$27.7K (+$212)

Filed 2026-11-06

Salomon & Ludwin, LLC

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$26.3K (+$816)

Filed 2026-10-29

Harbor Capital Advisors, Inc.

DECREASED

Shares77 from 79

Change-2 (-3%)

Value$17 ($0)

Filed 2026-10-22

Bare Financial Services, Inc

INCREASED

Shares60 from 53

Change+7 (+13%)

Value$13.2K (+$2.0K)

Filed 2026-11-04

Larson Financial Group LLC

NEW

Shares53

Change+53

Value$11.6K

Filed 2026-11-05

SJS Investment Consulting Inc.

DECREASED

Shares47 from 1,956

Change-1,909 (-98%)

Value$10.3K (-$403.1K)

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$9.9K (+$367)

Filed 2026-10-16

Essential Partners LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$9.2K (+$342)

Filed 2026-10-14

Versant Capital Management, Inc

DECREASED

Shares22 from 26

Change-4 (-15%)

Value$4.8K (-$666)

Filed 2026-10-02

Capital Advisors, Ltd. LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$4 ($0)

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares13

Change+13

Value$2.9K

Filed 2026-10-21

Farmers & Merchants Investments Inc

INCREASED

Shares13 from 8

Change+5 (+63%)

Value$2.9K (+$1.2K)

Filed 2026-10-22

UMB Private Wealth Management, LLC

NEW

Shares12

Change+12

Value$2.6K

Filed 2026-10-19

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares12 from 13

Change-1 (-8%)

Value$2.6K (-$114)

Filed 2026-10-05

Private Wealth Management Group, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$2.4K (+$90)

Filed 2026-10-19

Parkside Financial Bank & Trust

INCREASED

Shares7 from 5

Change+2 (+40%)

Value$1.5K (+$480)

Filed 2026-10-27

Blue Trust, Inc.

DECREASED

Shares5 from 144

Change-139 (-97%)

Value$1.1K (-$29.3K)

Filed 2026-10-15

Bell Investment Advisors, Inc

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$1.1K (+$41)

Filed 2026-10-29

Valley National Advisers Inc

NEW

Shares4

Change+4

Value$879

Filed 2026-10-23

Clark Wealth Partners

NEW

Shares4

Change+4

Value$881

Filed 2026-10-19

True Wealth Design, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$659 (+$24)

Filed 2026-10-13

Silver Grove Financial Group, Inc.

NEW

Shares2

Change+2

Value$439

Filed 2026-11-05

Ascentis Wealth Management, LLC

NEW

Shares2

Change+2

Value$439

Filed 2026-11-03

Hughes Financial Services, LLC

DECREASED

Shares2 from 3

Change-1 (-33%)

Value$424 (-$210)

Filed 2026-10-30

Gilpin Wealth Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$440 (+$17)

Filed 2026-10-09

JFS Wealth Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$441 (+$16)

Filed 2026-11-03

Clearstead Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$440 (+$17)

Filed 2026-11-06

Financial Consulate, Inc

NEW

Shares1

Change+1

Value$220

Filed 2026-10-23

SBI Securities Co., Ltd.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$220 (+$9)

Filed 2026-10-22

Davis Capital Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$220 (+$9)

Filed 2026-10-08

Summit Global Investments

CLOSED

Shares0 from 4,298

Change-4,298 (-100%)

Value$0 (-$908.0K)

Filed 2026-10-28

State of Wyoming

CLOSED

Shares0 from 653

Change-653 (-100%)

Value$0 (-$138.0K)

Filed 2026-10-28

Fulcrum Asset Management LLP

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$2.1K)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$1.5K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$851)

Filed 2026-11-02

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$237.8K (+$8.8K)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 1,975,785

Change-1,975,785 (-100%)

Value—

Morgan Stanley Institutional Investment Advisors LLC

N/A

Shares— from 1,028,534

Change-1,028,534 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 809,224

Change-809,224 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 730,573

Change-730,573 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 552,136

Change-552,136 (-100%)

Value—

State Street Corp

N/A

Shares— from 526,732

Change-526,732 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 299,717

Change-299,717 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 175,290

Change-175,290 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 174,335

Change-174,335 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 145,179

Change-145,179 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 109,086

Change-109,086 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 107,248

Change-107,248 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 96,550

Change-96,550 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 93,536

Change-93,536 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 92,933

Change-92,933 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 84,971

Change-84,971 (-100%)

Value—

Hood River Capital Management LLC

N/A

Shares— from 80,653

Change-80,653 (-100%)

Value—

Manatuck Hill Partners, LLC

N/A

Shares— from 59,428

Change-59,428 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 51,492

Change-51,492 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 50,727

Change-50,727 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 49,663

Change-49,663 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 37,546

Change-37,546 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 36,652

Change-36,652 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 31,954

Change-31,954 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 31,155

Change-31,155 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 30,257

Change-30,257 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 27,107

Change-27,107 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 25,548

Change-25,548 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 25,197

Change-25,197 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 25,030

Change-25,030 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 23,401

Change-23,401 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 23,008

Change-23,008 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 22,900

Change-22,900 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 22,277

Change-22,277 (-100%)

Value—

Eversept Partners, LP

N/A

Shares— from 22,116

Change-22,116 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 21,798

Change-21,798 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 21,300

Change-21,300 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 20,100

Change-20,100 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 19,802

Change-19,802 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 19,773

Change-19,773 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 19,250

Change-19,250 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 18,519

Change-18,519 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,213

Change-17,213 (-100%)

Value—

UBS Group AG

N/A

Shares— from 17,211

Change-17,211 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 17,037

Change-17,037 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 16,167

Change-16,167 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 15,956

Change-15,956 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 15,327

Change-15,327 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 14,958

Change-14,958 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 14,416

Change-14,416 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 13,899

Change-13,899 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 12,581

Change-12,581 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 12,092

Change-12,092 (-100%)

Value—

OAK Associates LTD

N/A

Shares— from 11,724

Change-11,724 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 10,911

Change-10,911 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 10,463

Change-10,463 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 10,113

Change-10,113 (-100%)

Value—

Man Group plc

N/A

Shares— from 9,276

Change-9,276 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 8,635

Change-8,635 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 8,534

Change-8,534 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 7,891

Change-7,891 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 7,809

Change-7,809 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 7,800

Change-7,800 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 7,568

Change-7,568 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,421

Change-7,421 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 7,033

Change-7,033 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 6,863

Change-6,863 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 6,672

Change-6,672 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 6,629

Change-6,629 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 6,626

Change-6,626 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 6,541

Change-6,541 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 6,097

Change-6,097 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5,857

Change-5,857 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 5,129

Change-5,129 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,935

Change-4,935 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 4,586

Change-4,586 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 4,400

Change-4,400 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 4,259

Change-4,259 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,255

Change-4,255 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 4,018

Change-4,018 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,832

Change-3,832 (-100%)

Value—

Allstate Corp

N/A

Shares— from 3,784

Change-3,784 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 3,729

Change-3,729 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 3,339

Change-3,339 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 3,311

Change-3,311 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 3,151

Change-3,151 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 3,137

Change-3,137 (-100%)

Value—

Stephens Inc

N/A

Shares— from 3,043

Change-3,043 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 2,968

Change-2,968 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 2,867

Change-2,867 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 2,769

Change-2,769 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,610

Change-2,610 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 2,607

Change-2,607 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 2,600

Change-2,600 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 2,572

Change-2,572 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 2,516

Change-2,516 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 2,503

Change-2,503 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 2,483

Change-2,483 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,380

Change-2,380 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,303

Change-2,303 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 2,295

Change-2,295 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 2,282

Change-2,282 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,253

Change-2,253 (-100%)

Value—

Aviva PLC

N/A

Shares— from 2,231

Change-2,231 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,181

Change-2,181 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 2,101

Change-2,101 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 2,060

Change-2,060 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 1,901

Change-1,901 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 1,864

Change-1,864 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 1,794

Change-1,794 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 1,698

Change-1,698 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 1,667

Change-1,667 (-100%)

Value—

FourThought Financial Partners, LLC

N/A

Shares— from 1,665

Change-1,665 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 1,636

Change-1,636 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,314

Change-1,314 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 1,277

Change-1,277 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,238

Change-1,238 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,179

Change-1,179 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 1,095

Change-1,095 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 984

Change-984 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 770

Change-770 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 681

Change-681 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 438

Change-438 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 421

Change-421 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 229

Change-229 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 204

Change-204 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 180

Change-180 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 172

Change-172 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 131

Change-131 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 115

Change-115 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 110

Change-110 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 67

Change-67 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 53

Change-53 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 39

Change-39 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 32

Change-32 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 30

Change-30 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	931,315	929,692	+1,623	+0%	$196.5M	$204.4M	+$7.9M	2026-11-04
Geode Capital Management, LLC	DECREASED	375,196	380,934	-5,738	-2%	$80.5M	$82.4M	+$1.8M	2026-11-06
Bank of New York Mellon Corp	DECREASED	120,200	122,320	-2,120	-2%	$25.9M	$26.4M	+$531.6K	2026-11-05
Principal Financial Group Inc	INCREASED	79,219	67,906	+11,313	+17%	$14.4M	$17.4M	+$3.0M	2026-11-02
Alps Advisors Inc	DECREASED	71,055	87,660	-16,605	-19%	$18.5M	$15.6M	-$2.9M	2026-11-03
ProShare Advisors LLC	INCREASED	46,433	1,849	+44,584	+2411%	$390.8K	$10.2M	+$9.8M	2026-10-29
Vest Financial, LLC	DECREASED	44,986	50,088	-5,102	-10%	$10.6M	$9.9M	-$711.7K	2026-10-21
Allspring Global Investments Holdings, LLC	INCREASED	41,306	40,887	+419	+1%	$8.7M	$9.2M	+$528.6K	2026-11-04
Deutsche Bank Ag\	DECREASED	26,222	27,019	-797	-3%	$5.7M	$5.8M	+$45.3K	2026-11-06
Creative Planning	INCREASED	22,299	19,715	+2,584	+13%	$4.2M	$4.9M	+$728.0K	2026-11-02
Bridge City Capital, LLC	INCREASED	19,344	15,883	+3,461	+22%	$3.4M	$4.2M	+$889.2K	2026-10-29
Citigroup Inc	INCREASED	17,544	7,770	+9,774	+126%	$1.6M	$3.9M	+$2.2M	2026-11-04
CPC Advisors, LLC	NEW	16,093	—	+16,093	—	—	$3.5M	—	2026-10-21
Ritholtz Wealth Management	INCREASED	15,729	13,469	+2,260	+17%	$2.8M	$3.5M	+$605.9K	2026-11-05
Abound Wealth Management	INCREASED	13,254	1	+13,253	+1325300%	$212	$2.9M	+$2.9M	2026-10-26
Virginia Retirement Systems ET Al	INCREASED	12,500	10,800	+1,700	+16%	$2.3M	$2.7M	+$461.2K	2026-10-28
Jefferies Financial Group Inc.	NEW	10,128	—	+10,128	—	—	$2.2M	—	2026-11-05
Russell Investments Group, Ltd.	DECREASED	8,433	20,858	-12,425	-60%	$4.4M	$1.9M	-$2.6M	2026-11-06
Thrivent Financial for Lutherans	DECREASED	8,068	8,206	-138	-2%	$1.7M	$1.8K	-$1.7M	2026-11-05
Strs Ohio	INCREASED	7,100	5,500	+1,600	+29%	$1.2M	$1.6M	+$396.0K	2026-10-30
Illinois Municipal Retirement Fund	DECREASED	6,080	6,281	-201	-3%	$1.3M	$1.3M	+$7.1K	2026-11-05
Barclays PLC	INCREASED	5,781	2,272	+3,509	+154%	$480.2K	$1.3M	+$788.8K	2026-11-06
James Investment Research, Inc.	INCREASED	5,456	4,456	+1,000	+22%	$941.8K	$1.2M	+$255.8K	2026-10-22
Louisiana State Employees Retirement System	DECREASED	5,400	5,500	-100	-2%	$1.2M	$1.2M	+$22.9K	2026-10-20
Central Valley Advisors, LLC	UNCHANGED	5,352	5,352	0	0%	$1.1M	$1.2M	+$43.6K	2026-10-27
Ellsworth Advisors, LLC	DECREASED	4,964	4,966	-2	0%	$1.1M	$1.1M	+$16.1K	2026-10-15
State of New Jersey Common Pension Fund D	DECREASED	4,954	6,057	-1,103	-18%	$1.3M	$1.1M	-$192.8K	2026-11-05
Robeco Institutional Asset Management B.V.	DECREASED	4,696	5,052	-356	-7%	$1.1M	$1.0M	-$37.0K	2026-10-20
Quadrant Capital Group LLC	DECREASED	4,658	4,689	-31	-1%	$991.1K	$1.1M	+$86.7K	2026-10-20
New York State Teachers Retirement System	DECREASED	3,543	3,589	-46	-1%	$759.0K	$778	-$758.2K	2026-10-22
Arizona State Retirement System	INCREASED	3,521	3,431	+90	+3%	$725.2K	$772.9K	+$47.7K	2026-11-03
Evergreen Capital Management LLC	UNCHANGED	3,502	3,502	0	0%	$742.5K	$771.1K	+$28.5K	2026-10-23
Inspire Investing, LLC	DECREASED	3,489	3,959	-470	-12%	$836.7K	$765.8K	-$70.9K	2026-10-22
Yousif Capital Management, LLC	DECREASED	3,378	3,385	-7	0%	$715.5K	$741.5K	+$26.1K	2026-10-22
Amalgamated Bank	DECREASED	3,319	3,370	-51	-2%	$712.0K	$729	-$711.3K	2026-10-23
Leuthold Group, LLC	INCREASED	3,073	3,063	+10	+0%	$647.4K	$674.6K	+$27.2K	2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	2,989	2,963	+26	+1%	$626.3K	$656.1K	+$29.9K	2026-11-03
B. Riley Wealth Advisors, Inc.	NEW	2,917	—	+2,917	—	—	$640.3K	—	2026-10-13
Oregon Public Employees Retirement Fund	UNCHANGED	2,835	2,835	0	0%	$599.2K	$622.3K	+$23.1K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	2,816	1,823	+993	+54%	$385.3K	$618.1K	+$232.8K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	2,813	4,923	-2,110	-43%	$1.0M	$617	-$1.0M	2026-10-15
Fifth Third Bancorp	DECREASED	2,574	2,694	-120	-4%	$569.4K	$564.9K	-$4.4K	2026-11-05
Elevation Point Wealth Partners, LLC	INCREASED	2,524	2,516	+8	+0%	$533.4K	$555.6K	+$22.3K	2026-11-05
Highland Capital Management, LLC	NEW	2,301	—	+2,301	—	—	$505.1K	—	2026-10-26
Cynosure Group, LLC	NEW	2,271	—	+2,271	—	—	$498.5K	—	2026-11-03
Praxis Investment Management Inc	UNCHANGED	2,170	2,170	0	0%	$459.0K	$476	-$458.5K	2026-11-03
Amundi	INCREASED	1,876	1,403	+473	+34%	$296.5K	$411.8K	+$115.3K	2026-11-06
Nisa Investment Advisors, LLC	DECREASED	1,859	2,079	-220	-11%	$440.8K	$409.3K	-$31.5K	2026-10-20
Burney Co/	INCREASED	1,712	1,387	+325	+23%	$293.2K	$375.8K	+$82.6K	2026-10-15
Pictet Asset Management Holding SA	DECREASED	1,632	2,244	-612	-27%	$474.3K	$358.2K	-$116.1K	2026-11-03
Swiss Life Asset Management Ltd	DECREASED	1,592	1,617	-25	-2%	$341.8K	$349.5K	+$7.7K	2026-11-03
Wheelhouse Advisory Group LLC	INCREASED	1,581	1,577	+4	+0%	$333.4K	$347.1K	+$13.7K	2026-10-20
XML Financial, LLC	NEW	1,570	—	+1,570	—	—	$344.6K	—	2026-10-29
Oath Planning, LLC	NEW	1,500	—	+1,500	—	—	$329.3K	—	2026-10-20
Mutual of America Capital Management LLC	INCREASED	1,448	1,431	+17	+1%	$302.5K	$317.9K	+$15.4K	2026-10-23
Exchange Traded Concepts, LLC	DECREASED	1,434	5,423	-3,989	-74%	$1.1M	$314.8K	-$831.4K	2026-10-28
Wealth Enhancement Advisory Services, LLC	INCREASED	1,428	1,402	+26	+2%	$295.0K	$321.5K	+$26.6K	2026-10-13
Reliant Investment Management, LLC	UNCHANGED	1,400	1,400	0	0%	$295.9K	$307.3K	+$11.4K	2026-10-14
LPL Financial LLC	NEW	1,393	—	+1,393	—	—	$305.8K	—	2026-11-06
Crossmark Global Holdings, Inc.	INCREASED	1,351	953	+398	+42%	$201.4K	$296.6K	+$95.1K	2026-10-21
Baron Wealth Management LLC	INCREASED	1,296	1,258	+38	+3%	$265.9K	$284.5K	+$18.6K	2026-10-27
Xponance LLC	DECREASED	1,256	1,292	-36	-3%	$273.1K	$275.7K	+$2.6K	2026-11-03
PNC Financial Services Group, Inc.	UNCHANGED	1,161	1,161	0	0%	$245.4K	$254.9K	+$9.5K	2026-11-06
Abel Hall, LLC	UNCHANGED	1,155	1,155	0	0%	$244.1K	$253.5K	+$9.4K	2026-10-19
Great Lakes Advisors, LLC	DECREASED	1,112	1,118	-6	-1%	$236.3K	$244.1K	+$7.8K	2026-11-06
Meridian Wealth Management, LLC	UNCHANGED	1,109	1,109	0	0%	$234.4K	$243.4K	+$9.0K	2026-11-05
Ethic Inc.	NEW	1,070	—	+1,070	—	—	$234.9K	—	2026-11-03
Linden Thomas Advisory Services, LLC	NEW	1,066	—	+1,066	—	—	$234.0K	—	2026-10-19
Signaturefd, LLC	INCREASED	1,010	959	+51	+5%	$202.7K	$221.7K	+$19.0K	2026-10-23
Fifth Third Wealth Advisors LLC	NEW	985	—	+985	—	—	$216.2K	—	2026-10-22
Nykredit A/S	UNCHANGED	981	981	0	0%	$207.3K	$215.3K	+$8.0K	2026-11-06
Savant Capital, LLC	NEW	966	—	+966	—	—	$212.0K	—	2026-11-06
D'Orazio & Associates, Inc.	NEW	939	—	+939	—	—	$206.1K	—	2026-11-04
Sagespring Wealth Partners, LLC	NEW	916	—	+916	—	—	$201.0K	—	2026-10-22
Parallel Advisors, LLC	INCREASED	744	673	+71	+11%	$142.2K	$163.3K	+$21.1K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	DECREASED	513	514	-1	0%	$108.6K	$112.6K	+$4.0K	2026-10-27
KBC Group NV	UNCHANGED	511	511	0	0%	$108.0K	$112	-$107.9K	2026-10-22
Gamma Investing LLC	INCREASED	419	389	+30	+8%	$82.2K	$92.0K	+$9.8K	2026-10-08
Copeland Capital Management, LLC	DECREASED	407	541	-134	-25%	$114.3K	$89.3K	-$25.0K	2026-10-13
Covestor Ltd	INCREASED	402	65	+337	+518%	$14	$88	+$74	2026-10-30
Compass Financial Management LLC	NEW	401	—	+401	—	—	$88.1K	—	2026-10-30
Farther Finance Advisors, LLC	INCREASED	387	143	+244	+171%	$30.2K	$85.0K	+$54.7K	2026-10-08
Rothwell Investment Advisors, LLC	NEW	374	—	+374	—	—	$82.1K	—	2026-11-06
US Bancorp \de\	DECREASED	363	367	-4	-1%	$77.6K	$79.7K	+$2.1K	2026-11-05
Sterling Capital Management LLC	INCREASED	310	198	+112	+57%	$41.8K	$68.0K	+$26.2K	2026-10-22
UMB Bank, n.a.	UNCHANGED	292	292	0	0%	$61.7K	$64.1K	+$2.4K	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	249	247	+2	+1%	$52.2K	$54.7K	+$2.5K	2026-11-04
Fortitude Family Office, LLC	INCREASED	215	14	+201	+1436%	$3.0K	$47.2K	+$44.2K	2026-10-14
Assetmark, Inc	INCREASED	202	197	+5	+3%	$41.6K	$44.3K	+$2.7K	2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	174	174	0	0%	$36.8K	$38.2K	+$1.4K	2026-11-05
Allworth Financial LP	INCREASED	131	130	+1	+1%	$27.5K	$27.7K	+$212	2026-11-06
Salomon & Ludwin, LLC	UNCHANGED	120	120	0	0%	$25.5K	$26.3K	+$816	2026-10-29
Harbor Capital Advisors, Inc.	DECREASED	77	79	-2	-3%	$17	$17	$0	2026-10-22
Bare Financial Services, Inc	INCREASED	60	53	+7	+13%	$11.2K	$13.2K	+$2.0K	2026-11-04
Larson Financial Group LLC	NEW	53	—	+53	—	—	$11.6K	—	2026-11-05
SJS Investment Consulting Inc.	DECREASED	47	1,956	-1,909	-98%	$413.4K	$10.3K	-$403.1K	2026-10-26
IFP Advisors, Inc	UNCHANGED	45	45	0	0%	$9.5K	$9.9K	+$367	2026-10-16
Essential Partners LLC	UNCHANGED	42	42	0	0%	$8.9K	$9.2K	+$342	2026-10-14
Versant Capital Management, Inc	DECREASED	22	26	-4	-15%	$5.5K	$4.8K	-$666	2026-10-02
Capital Advisors, Ltd. LLC	UNCHANGED	20	20	0	0%	$4	$4	$0	2026-10-27
Root Financial Partners, LLC	NEW	13	—	+13	—	—	$2.9K	—	2026-10-21
Farmers & Merchants Investments Inc	INCREASED	13	8	+5	+63%	$1.7K	$2.9K	+$1.2K	2026-10-22
UMB Private Wealth Management, LLC	NEW	12	—	+12	—	—	$2.6K	—	2026-10-19
MassMutual Private Wealth & Trust, FSB	DECREASED	12	13	-1	-8%	$2.7K	$2.6K	-$114	2026-10-05
Private Wealth Management Group, LLC	UNCHANGED	11	11	0	0%	$2.3K	$2.4K	+$90	2026-10-19
Parkside Financial Bank & Trust	INCREASED	7	5	+2	+40%	$1.1K	$1.5K	+$480	2026-10-27
Blue Trust, Inc.	DECREASED	5	144	-139	-97%	$30.4K	$1.1K	-$29.3K	2026-10-15
Bell Investment Advisors, Inc	UNCHANGED	5	5	0	0%	$1.1K	$1.1K	+$41	2026-10-29
Valley National Advisers Inc	NEW	4	—	+4	—	—	$879	—	2026-10-23
Clark Wealth Partners	NEW	4	—	+4	—	—	$881	—	2026-10-19
True Wealth Design, LLC	UNCHANGED	3	3	0	0%	$635	$659	+$24	2026-10-13
Silver Grove Financial Group, Inc.	NEW	2	—	+2	—	—	$439	—	2026-11-05
Ascentis Wealth Management, LLC	NEW	2	—	+2	—	—	$439	—	2026-11-03
Hughes Financial Services, LLC	DECREASED	2	3	-1	-33%	$634	$424	-$210	2026-10-30
Gilpin Wealth Management, LLC	UNCHANGED	2	2	0	0%	$423	$440	+$17	2026-10-09
JFS Wealth Advisors, LLC	UNCHANGED	2	2	0	0%	$425	$441	+$16	2026-11-03
Clearstead Advisors, LLC	UNCHANGED	2	2	0	0%	$423	$440	+$17	2026-11-06
Financial Consulate, Inc	NEW	1	—	+1	—	—	$220	—	2026-10-23
SBI Securities Co., Ltd.	UNCHANGED	1	1	0	0%	$211	$220	+$9	2026-10-22
Davis Capital Management	UNCHANGED	1	1	0	0%	$211	$220	+$9	2026-10-08
Summit Global Investments	CLOSED	0	4,298	-4,298	-100%	$908.0K	$0	-$908.0K	2026-10-28
State of Wyoming	CLOSED	0	653	-653	-100%	$138.0K	$0	-$138.0K	2026-10-28
Fulcrum Asset Management LLP	CLOSED	0	10	-10	-100%	$2.1K	$0	-$2.1K	2026-11-04
Plante Moran Financial Advisors, LLC	CLOSED	0	7	-7	-100%	$1.5K	$0	-$1.5K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	4	-4	-100%	$851	$0	-$851	2026-11-02
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$229.0K	$237.8K	+$8.8K	2026-10-29
BlackRock, Inc.	N/A	—	1,975,785	-1,975,785	-100%	$417.6M	—	—	—
Morgan Stanley Institutional Investment Advisors LLC	N/A	—	1,028,534	-1,028,534	-100%	$217.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	809,224	-809,224	-100%	$171.0M	—	—	—
First Trust Advisors LP	N/A	—	730,573	-730,573	-100%	$154.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	552,136	-552,136	-100%	$116.7M	—	—	—
State Street Corp	N/A	—	526,732	-526,732	-100%	$111.7M	—	—	—
Renaissance Technologies LLC	N/A	—	299,717	-299,717	-100%	$63.3M	—	—	—
Invesco Ltd.	N/A	—	175,290	-175,290	-100%	$37.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	174,335	-174,335	-100%	$36.8M	—	—	—
Northern Trust Corp	N/A	—	145,179	-145,179	-100%	$30.7M	—	—	—
Systematic Financial Management LP	N/A	—	109,086	-109,086	-100%	$23.1M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	107,248	-107,248	-100%	$22.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	96,550	-96,550	-100%	$20.4M	—	—	—
Morgan Stanley	N/A	—	93,536	-93,536	-100%	$19.8M	—	—	—
American Century Companies Inc	N/A	—	92,933	-92,933	-100%	$19.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	84,971	-84,971	-100%	$18.0M	—	—	—
Hood River Capital Management LLC	N/A	—	80,653	-80,653	-100%	$17.0M	—	—	—
Manatuck Hill Partners, LLC	N/A	—	59,428	-59,428	-100%	$12.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	51,492	-51,492	-100%	$10.9M	—	—	—
Public Sector Pension Investment Board	N/A	—	50,727	-50,727	-100%	$10.7M	—	—	—
Prudential Financial Inc	N/A	—	49,663	-49,663	-100%	$10.5M	—	—	—
Brown Brothers Harriman & Co	N/A	—	37,546	-37,546	-100%	$7.9M	—	—	—
JPMorgan Chase & Co	N/A	—	36,652	-36,652	-100%	$7.7M	—	—	—
Nuveen, LLC	N/A	—	31,954	-31,954	-100%	$6.8M	—	—	—
Legal & General Group Plc	N/A	—	31,155	-31,155	-100%	$6.6M	—	—	—
Rhumbline Advisers	N/A	—	30,257	-30,257	-100%	$6.4M	—	—	—
AQR Capital Management LLC	N/A	—	27,107	-27,107	-100%	$5.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	25,548	-25,548	-100%	$5.4M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	25,197	-25,197	-100%	$5.3M	—	—	—
Swiss National Bank	N/A	—	25,030	-25,030	-100%	$5.3M	—	—	—
Bessemer Group Inc	N/A	—	23,401	-23,401	-100%	$4.9M	—	—	—
Bank of America Corp	N/A	—	23,008	-23,008	-100%	$4.9M	—	—	—
Denali Advisors LLC	N/A	—	22,900	-22,900	-100%	$4.8M	—	—	—
AE Wealth Management LLC	N/A	—	22,277	-22,277	-100%	$4.7M	—	—	—
Eversept Partners, LP	N/A	—	22,116	-22,116	-100%	$4.7M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	21,798	-21,798	-100%	$4.6M	—	—	—
CSM Advisors, LLC	N/A	—	21,300	-21,300	-100%	$4.5M	—	—	—
Militia Capital Management LLC	N/A	—	20,100	-20,100	-100%	$4.2M	—	—	—
Ameriprise Financial Inc	N/A	—	19,802	-19,802	-100%	$4.2M	—	—	—
SEI Investments Co	N/A	—	19,773	-19,773	-100%	$4.2M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	19,250	-19,250	-100%	$4.1M	—	—	—
Martingale Asset Management L P	N/A	—	18,519	-18,519	-100%	$3.9M	—	—	—
XTX Topco Ltd	N/A	—	17,213	-17,213	-100%	$3.6M	—	—	—
UBS Group AG	N/A	—	17,211	-17,211	-100%	$3.6M	—	—	—
Quantinno Capital Management LP	N/A	—	17,037	-17,037	-100%	$3.6M	—	—	—
New York State Common Retirement Fund	N/A	—	16,167	-16,167	-100%	$3.4M	—	—	—
Alliancebernstein L.P.	N/A	—	15,956	-15,956	-100%	$2.5M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	15,327	-15,327	-100%	$3.2M	—	—	—
Vident Advisory, LLC	N/A	—	14,958	-14,958	-100%	$3.2M	—	—	—
Cerity Partners LLC	N/A	—	14,416	-14,416	-100%	$3.0M	—	—	—
California State Teachers Retirement System	N/A	—	13,899	-13,899	-100%	$2.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	12,581	-12,581	-100%	$2.7M	—	—	—
Wells Fargo & Company	N/A	—	12,092	-12,092	-100%	$2.6M	—	—	—
OAK Associates LTD	N/A	—	11,724	-11,724	-100%	$2.5M	—	—	—
Voya Investment Management LLC	N/A	—	10,911	-10,911	-100%	$2.3M	—	—	—
Private Advisor Group, LLC	N/A	—	10,463	-10,463	-100%	$2.2M	—	—	—
Horizon Investments, LLC	N/A	—	10,113	-10,113	-100%	$2.1M	—	—	—
Man Group plc	N/A	—	9,276	-9,276	-100%	$2.0M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	8,635	-8,635	-100%	$1.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	8,534	-8,534	-100%	$1.8M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	7,891	-7,891	-100%	$1.7M	—	—	—
HSBC Holdings PLC	N/A	—	7,809	-7,809	-100%	$1.6M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	7,800	-7,800	-100%	$1.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	7,568	-7,568	-100%	$1.6M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,421	-7,421	-100%	$1.6M	—	—	—
Victory Capital Management Inc	N/A	—	7,033	-7,033	-100%	$1.5M	—	—	—
Royce & Associates LP	N/A	—	6,863	-6,863	-100%	$1.5M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	6,672	-6,672	-100%	$1.4M	—	—	—
Two Sigma Investments, LP	N/A	—	6,629	-6,629	-100%	$1.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	6,626	-6,626	-100%	$1.4M	—	—	—
Franklin Resources Inc	N/A	—	6,541	-6,541	-100%	$1.4M	—	—	—
Jupiter Topco LLC	N/A	—	6,097	-6,097	-100%	$1.3M	—	—	—
Bank of Montreal	N/A	—	5,857	-5,857	-100%	$1.2M	—	—	—
SG Americas Securities, LLC	N/A	—	5,129	-5,129	-100%	$1.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,935	-4,935	-100%	$1.0M	—	—	—
Dakota Wealth Management	N/A	—	4,586	-4,586	-100%	$969.3K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	4,400	-4,400	-100%	$930.0K	—	—	—
Marshall Wace, LLP	N/A	—	4,259	-4,259	-100%	$900.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,255	-4,255	-100%	$899.3K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	4,018	-4,018	-100%	$836.2K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,832	-3,832	-100%	$809.9K	—	—	—
Allstate Corp	N/A	—	3,784	-3,784	-100%	$799.8K	—	—	—
Teacher Retirement System of Texas	N/A	—	3,729	-3,729	-100%	$788.2K	—	—	—
Handelsbanken Fonder AB	N/A	—	3,600	-3,600	-100%	$761	—	—	—
Vestcor Inc	N/A	—	3,339	-3,339	-100%	$706.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	3,311	-3,311	-100%	$699.8K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	3,151	-3,151	-100%	$666.0K	—	—	—
Mariner, LLC	N/A	—	3,137	-3,137	-100%	$663.0K	—	—	—
Stephens Inc	N/A	—	3,043	-3,043	-100%	$643.2K	—	—	—
Intech Investment Management LLC	N/A	—	2,968	-2,968	-100%	$627.3K	—	—	—
Dark Forest Capital Management LP	N/A	—	2,867	-2,867	-100%	$606.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	2,769	-2,769	-100%	$585.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,610	-2,610	-100%	$551.6K	—	—	—
Independent Advisor Alliance	N/A	—	2,607	-2,607	-100%	$551.1K	—	—	—
Canada Pension Plan Investment Board	N/A	—	2,600	-2,600	-100%	$549.5K	—	—	—
Legato Capital Management LLC	N/A	—	2,572	-2,572	-100%	$543.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	2,516	-2,516	-100%	$531.7K	—	—	—
Guggenheim Capital LLC	N/A	—	2,503	-2,503	-100%	$529.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	2,483	-2,483	-100%	$524.8K	—	—	—
FMR LLC	N/A	—	2,380	-2,380	-100%	$503.0K	—	—	—
Raymond James Financial Inc	N/A	—	2,303	-2,303	-100%	$486.8K	—	—	—
Verdad Advisers, LP	N/A	—	2,295	-2,295	-100%	$485.1K	—	—	—
Squarepoint Ops LLC	N/A	—	2,282	-2,282	-100%	$482.3K	—	—	—
Neuberger Berman Group LLC	N/A	—	2,253	-2,253	-100%	$476.2K	—	—	—
Aviva PLC	N/A	—	2,231	-2,231	-100%	$471.5K	—	—	—
Royal Bank of Canada	N/A	—	2,181	-2,181	-100%	$461.0K	—	—	—
RWA Wealth Partners, LLC	N/A	—	2,101	-2,101	-100%	$444.1K	—	—	—
Callan Family Office, LLC	N/A	—	2,060	-2,060	-100%	$435.4K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	1,901	-1,901	-100%	$401.8K	—	—	—
Balyasny Asset Management L.P.	N/A	—	1,864	-1,864	-100%	$394.0K	—	—	—
Ballentine Partners, LLC	N/A	—	1,794	-1,794	-100%	$379.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	1,698	-1,698	-100%	$358.9K	—	—	—
State of Wisconsin Investment Board	N/A	—	1,667	-1,667	-100%	$352.3K	—	—	—
FourThought Financial Partners, LLC	N/A	—	1,665	-1,665	-100%	$351.9K	—	—	—
Tidal Investments LLC	N/A	—	1,636	-1,636	-100%	$345.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	1,314	-1,314	-100%	$277.7K	—	—	—
Inspire Advisors, LLC	N/A	—	1,277	-1,277	-100%	$270.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,238	-1,238	-100%	$261.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,179	-1,179	-100%	$249.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	1,095	-1,095	-100%	$231.4K	—	—	—
Argent Trust Co	N/A	—	1,000	-1,000	-100%	$211.4K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	984	-984	-100%	$208.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	770	-770	-100%	$162.7K	—	—	—
Arax Advisory Partners	N/A	—	681	-681	-100%	$143.9K	—	—	—
Acadian Asset Management LLC	N/A	—	438	-438	-100%	$92.0K	—	—	—
Advisors Asset Management, Inc.	N/A	—	421	-421	-100%	$89.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	229	-229	-100%	$48.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	204	-204	-100%	$43.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	180	-180	-100%	$38.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	172	-172	-100%	$36.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	131	-131	-100%	$27.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	115	-115	-100%	$24.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	110	-110	-100%	$23	—	—	—
Whittier Trust Co	N/A	—	100	-100	-100%	$21.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	67	-67	-100%	$14.2K	—	—	—
Rothschild Investment LLC	N/A	—	53	-53	-100%	$11.2K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	39	-39	-100%	$8.2K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	32	-32	-100%	$6.8K	—	—	—
WealthCollab, LLC	N/A	—	32	-32	-100%	$6.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	30	-30	-100%	$6.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	29	-29	-100%	$6.0K	—	—	—
Cornerstone Financial Management LLC	N/A	—	20	-20	-100%	$4.2K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	10	-10	-100%	$2.1K	—	—	—
Dogwood Wealth Management LLC	N/A	—	8	-8	-100%	$1.7K	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$1.1K	—	—	—
Ankerstar Wealth, LLC	N/A	—	4	-4	-100%	$848	—	—	—
Truvestments Capital LLC	N/A	—	0	0	—	$25	—	—	—

Showing 273 of 273 institutions