National Research Corp (NRC)

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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Farmers & Merchants Investments Inc

INCREASED

Shares501,731 from 330,649

Change+171,082 (+52%)

Value$10.6M (+$3.5M)

Filed 2026-10-22

Dimensional Fund Advisors LP

INCREASED

Shares491,666 from 491,228

Change+438 (+0%)

Value$10.4M (-$177.8K)

Filed 2026-11-04

Willis Investment Counsel

DECREASED

Shares430,986 from 434,785

Change-3,799 (-1%)

Value$9.1M (-$245.7K)

Filed 2026-10-20

Geode Capital Management, LLC

DECREASED

Shares411,568 from 420,056

Change-8,488 (-2%)

Value$8.7M (-$339.9K)

Filed 2026-11-06

QV Investors Inc.

UNCHANGED

Shares372,503 from 372,503

Change0 (0%)

Value$7.9K (-$8.0M)

Filed 2026-10-20

Bank of New York Mellon Corp

INCREASED

Shares271,300 from 252,235

Change+19,065 (+8%)

Value$5.7M (+$308.1K)

Filed 2026-11-05

iA Global Asset Management Inc.

UNCHANGED

Shares187,520 from 187,520

Change0 (0%)

Value$4.0K (-$4.0M)

Filed 2026-10-29

Fifth Third Bancorp

DECREASED

Shares84,726 from 85,372

Change-646 (-1%)

Value$1.8M (-$46.1K)

Filed 2026-11-05

Linden Thomas Advisory Services, LLC

DECREASED

Shares77,393 from 77,854

Change-461 (-1%)

Value$1.6M (-$39.4K)

Filed 2026-10-19

Williams Jones Wealth Management, Llc.

UNCHANGED

Shares41,800 from 41,800

Change0 (0%)

Value$885.7K (-$15.9K)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares39,756 from 4,087

Change+35,669 (+873%)

Value$842.4K (+$754.3K)

Filed 2026-11-06

US Bancorp \de\

INCREASED

Shares33,352 from 33,156

Change+196 (+1%)

Value$706.7K (-$8.4K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares32,962 from 28,952

Change+4,010 (+14%)

Value$698.5K (+$74.0K)

Filed 2026-11-02

Daiwa Securities Group Inc.

DECREASED

Shares25,921 from 29,171

Change-3,250 (-11%)

Value$549.3K (-$80.0K)

Filed 2026-10-29

Integrity Alliance, Llc.

NEW

Shares25,393

Change+25,393

Value$538.1K

Filed 2026-10-29

Exchange Traded Concepts, LLC

DECREASED

Shares13,046 from 14,698

Change-1,652 (-11%)

Value$276.4K (-$40.6K)

Filed 2026-10-28

Barclays PLC

INCREASED

Shares10,997 from 7,971

Change+3,026 (+38%)

Value$233.0K (+$61.1K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares10,285 from 11,703

Change-1,418 (-12%)

Value$217.9K (-$34.5K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

NEW

Shares9,986

Change+9,986

Value$203.9K

Filed 2026-10-13

Citigroup Inc

INCREASED

Shares7,065 from 5,577

Change+1,488 (+27%)

Value$149.7K (+$29.4K)

Filed 2026-11-04

Copeland Capital Management, LLC

INCREASED

Shares3,624 from 3,616

Change+8 (+0%)

Value$76.8K (-$1.2K)

Filed 2026-10-13

Simplex Trading, LLC

NEW

Shares3,282

Change+3,282

Value$69.5K

Filed 2026-11-04

Nisa Investment Advisors, LLC

UNCHANGED

Shares2,484 from 2,484

Change0 (0%)

Value$53.0K (-$569)

Filed 2026-10-20

Gamma Investing LLC

INCREASED

Shares1,197 from 1,069

Change+128 (+12%)

Value$25.4K (+$2.3K)

Filed 2026-10-08

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,166 from 1,166

Change0 (0%)

Value$24.7K (-$443)

Filed 2026-11-06

State of Alaska, Department of Revenue

DECREASED

Shares1,064 from 1,272

Change-208 (-16%)

Value$22 (-$5)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

DECREASED

Shares1,033 from 1,077

Change-44 (-4%)

Value$21.9K (-$1.3K)

Filed 2026-11-04

Signaturefd, LLC

DECREASED

Shares769 from 957

Change-188 (-20%)

Value$16.3K (-$4.3K)

Filed 2026-10-23

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares564 from 564

Change0 (0%)

Value$12.0K (-$214)

Filed 2026-10-27

IFP Advisors, Inc

DECREASED

Shares417 from 418

Change-1 (0%)

Value$8.8K (-$180)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares400 from 382

Change+18 (+5%)

Value$8.5K (+$236)

Filed 2026-10-08

Parallel Advisors, LLC

UNCHANGED

Shares395 from 395

Change0 (0%)

Value$8.4K (-$150)

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares388 from 42

Change+346 (+824%)

Value$8.2K (+$7.3K)

Filed 2026-10-22

Versant Capital Management, Inc

UNCHANGED

Shares367 from 367

Change0 (0%)

Value$7.8K (-$139)

Filed 2026-10-02

Allworth Financial LP

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$7.7K ($0)

Filed 2026-11-06

Essential Partners LLC

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$3.6K (-$64)

Filed 2026-10-14

Wolff Wiese Magana LLC

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$3.0K (-$54)

Filed 2026-10-15

SJS Investment Consulting Inc.

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$2.1K (-$37)

Filed 2026-10-26

Buck Wealth Strategies, LLC

INCREASED

Shares93 from 92

Change+1 (+1%)

Value$2.0K (-$20)

Filed 2026-10-28

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares87 from 201

Change-114 (-57%)

Value$1.8K (-$2.5K)

Filed 2026-10-05

Provenance Wealth Advisors, LLC

NEW

Shares81

Change+81

Value$1.7K

Filed 2026-10-30

Bell Investment Advisors, Inc

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$996 (-$18)

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares43

Change+43

Value$911

Filed 2026-10-21

Fortitude Family Office, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$742 (-$13)

Filed 2026-10-14

True Wealth Design, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$742 (-$13)

Filed 2026-10-13

Covestor Ltd

DECREASED

Shares11 from 19

Change-8 (-42%)

Value$0 ($0)

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$106 (-$2)

Filed 2026-10-29

Alps Advisors Inc

CLOSED

Shares0 from 47,073

Change-47,073 (-100%)

Value$0 (-$1.0M)

Filed 2026-11-03

R Squared Ltd

CLOSED

Shares0 from 12,288

Change-12,288 (-100%)

Value$0 (-$265.1K)

Filed 2026-11-06

Avion Wealth

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 ($0)

Filed 2026-11-04

Clearstead Advisors, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$65)

Filed 2026-11-06

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 2,030,492

Change-2,030,492 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,061,355

Change-1,061,355 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 859,269

Change-859,269 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 666,554

Change-666,554 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 325,384

Change-325,384 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 298,384

Change-298,384 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 238,243

Change-238,243 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 187,920

Change-187,920 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 179,623

Change-179,623 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 122,206

Change-122,206 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 113,312

Change-113,312 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 102,370

Change-102,370 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 97,200

Change-97,200 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 96,776

Change-96,776 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 87,375

Change-87,375 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 82,946

Change-82,946 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 81,725

Change-81,725 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 77,684

Change-77,684 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 73,152

Change-73,152 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 64,095

Change-64,095 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 62,938

Change-62,938 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 62,781

Change-62,781 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 47,651

Change-47,651 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 47,110

Change-47,110 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 38,565

Change-38,565 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 37,001

Change-37,001 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 30,318

Change-30,318 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 29,539

Change-29,539 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 23,282

Change-23,282 (-100%)

Value—

Empirical Finance, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 19,928

Change-19,928 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 18,905

Change-18,905 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 18,050

Change-18,050 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 17,007

Change-17,007 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 14,619

Change-14,619 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 14,409

Change-14,409 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 14,210

Change-14,210 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 13,433

Change-13,433 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 13,198

Change-13,198 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 13,195

Change-13,195 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 13,108

Change-13,108 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 11,765

Change-11,765 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 11,528

Change-11,528 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 10,705

Change-10,705 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 9,708

Change-9,708 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 9,378

Change-9,378 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 8,707

Change-8,707 (-100%)

Value—

UBS Group AG

N/A

Shares— from 8,101

Change-8,101 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 6,673

Change-6,673 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,018

Change-6,018 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 5,446

Change-5,446 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,238

Change-5,238 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,573

Change-4,573 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,421

Change-4,421 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,096

Change-4,096 (-100%)

Value—

Aviso Financial Inc.

N/A

Shares— from 3,585

Change-3,585 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,010

Change-3,010 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 2,884

Change-2,884 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 2,879

Change-2,879 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,456

Change-2,456 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,245

Change-2,245 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,397

Change-1,397 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,328

Change-1,328 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,194

Change-1,194 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 1,135

Change-1,135 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,028

Change-1,028 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 987

Change-987 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 982

Change-982 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 217

Change-217 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 163

Change-163 (-100%)

Value—

Quarry LP

N/A

Shares— from 142

Change-142 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 119

Change-119 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 49

Change-49 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Farmers & Merchants Investments Inc	INCREASED	501,731	330,649	+171,082	+52%	$7.1M	$10.6M	+$3.5M	2026-10-22
Dimensional Fund Advisors LP	INCREASED	491,666	491,228	+438	+0%	$10.6M	$10.4M	-$177.8K	2026-11-04
Willis Investment Counsel	DECREASED	430,986	434,785	-3,799	-1%	$9.4M	$9.1M	-$245.7K	2026-10-20
Geode Capital Management, LLC	DECREASED	411,568	420,056	-8,488	-2%	$9.1M	$8.7M	-$339.9K	2026-11-06
QV Investors Inc.	UNCHANGED	372,503	372,503	0	0%	$8.0M	$7.9K	-$8.0M	2026-10-20
Bank of New York Mellon Corp	INCREASED	271,300	252,235	+19,065	+8%	$5.4M	$5.7M	+$308.1K	2026-11-05
iA Global Asset Management Inc.	UNCHANGED	187,520	187,520	0	0%	$4.0M	$4.0K	-$4.0M	2026-10-29
Fifth Third Bancorp	DECREASED	84,726	85,372	-646	-1%	$1.8M	$1.8M	-$46.1K	2026-11-05
Linden Thomas Advisory Services, LLC	DECREASED	77,393	77,854	-461	-1%	$1.7M	$1.6M	-$39.4K	2026-10-19
Williams Jones Wealth Management, Llc.	UNCHANGED	41,800	41,800	0	0%	$901.6K	$885.7K	-$15.9K	2026-11-05
Russell Investments Group, Ltd.	INCREASED	39,756	4,087	+35,669	+873%	$88.1K	$842.4K	+$754.3K	2026-11-06
US Bancorp \de\	INCREASED	33,352	33,156	+196	+1%	$715.2K	$706.7K	-$8.4K	2026-11-05
Creative Planning	INCREASED	32,962	28,952	+4,010	+14%	$624.5K	$698.5K	+$74.0K	2026-11-02
Daiwa Securities Group Inc.	DECREASED	25,921	29,171	-3,250	-11%	$629.2K	$549.3K	-$80.0K	2026-10-29
Integrity Alliance, Llc.	NEW	25,393	—	+25,393	—	—	$538.1K	—	2026-10-29
Exchange Traded Concepts, LLC	DECREASED	13,046	14,698	-1,652	-11%	$317.0K	$276.4K	-$40.6K	2026-10-28
Barclays PLC	INCREASED	10,997	7,971	+3,026	+38%	$171.9K	$233.0K	+$61.1K	2026-11-06
Deutsche Bank Ag\	DECREASED	10,285	11,703	-1,418	-12%	$252.4K	$217.9K	-$34.5K	2026-11-06
Wealth Enhancement Advisory Services, LLC	NEW	9,986	—	+9,986	—	—	$203.9K	—	2026-10-13
Citigroup Inc	INCREASED	7,065	5,577	+1,488	+27%	$120.3K	$149.7K	+$29.4K	2026-11-04
Copeland Capital Management, LLC	INCREASED	3,624	3,616	+8	+0%	$78.0K	$76.8K	-$1.2K	2026-10-13
Simplex Trading, LLC	NEW	3,282	—	+3,282	—	—	$69.5K	—	2026-11-04
Nisa Investment Advisors, LLC	UNCHANGED	2,484	2,484	0	0%	$53.6K	$53.0K	-$569	2026-10-20
Gamma Investing LLC	INCREASED	1,197	1,069	+128	+12%	$23.1K	$25.4K	+$2.3K	2026-10-08
PNC Financial Services Group, Inc.	UNCHANGED	1,166	1,166	0	0%	$25.2K	$24.7K	-$443	2026-11-06
State of Alaska, Department of Revenue	DECREASED	1,064	1,272	-208	-16%	$27	$22	-$5	2026-10-15
EverSource Wealth Advisors, LLC	DECREASED	1,033	1,077	-44	-4%	$23.2K	$21.9K	-$1.3K	2026-11-04
Signaturefd, LLC	DECREASED	769	957	-188	-20%	$20.6K	$16.3K	-$4.3K	2026-10-23
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	564	564	0	0%	$12.2K	$12.0K	-$214	2026-10-27
IFP Advisors, Inc	DECREASED	417	418	-1	0%	$9.0K	$8.8K	-$180	2026-10-16
Farther Finance Advisors, LLC	INCREASED	400	382	+18	+5%	$8.2K	$8.5K	+$236	2026-10-08
Parallel Advisors, LLC	UNCHANGED	395	395	0	0%	$8.5K	$8.4K	-$150	2026-11-03
Sterling Capital Management LLC	INCREASED	388	42	+346	+824%	$906	$8.2K	+$7.3K	2026-10-22
Versant Capital Management, Inc	UNCHANGED	367	367	0	0%	$7.9K	$7.8K	-$139	2026-10-02
Allworth Financial LP	UNCHANGED	355	355	0	0%	$7.7K	$7.7K	$0	2026-11-06
Essential Partners LLC	UNCHANGED	168	168	0	0%	$3.6K	$3.6K	-$64	2026-10-14
Wolff Wiese Magana LLC	UNCHANGED	143	143	0	0%	$3.1K	$3.0K	-$54	2026-10-15
SJS Investment Consulting Inc.	UNCHANGED	98	98	0	0%	$2.1K	$2.1K	-$37	2026-10-26
Buck Wealth Strategies, LLC	INCREASED	93	92	+1	+1%	$2.0K	$2.0K	-$20	2026-10-28
MassMutual Private Wealth & Trust, FSB	DECREASED	87	201	-114	-57%	$4.3K	$1.8K	-$2.5K	2026-10-05
Provenance Wealth Advisors, LLC	NEW	81	—	+81	—	—	$1.7K	—	2026-10-30
Bell Investment Advisors, Inc	UNCHANGED	47	47	0	0%	$1.0K	$996	-$18	2026-10-29
Root Financial Partners, LLC	NEW	43	—	+43	—	—	$911	—	2026-10-21
Fortitude Family Office, LLC	UNCHANGED	35	35	0	0%	$755	$742	-$13	2026-10-14
True Wealth Design, LLC	UNCHANGED	35	35	0	0%	$755	$742	-$13	2026-10-13
Covestor Ltd	DECREASED	11	19	-8	-42%	$0	$0	$0	2026-10-30
Caitong International Asset Management Co., Ltd	UNCHANGED	5	5	0	0%	$108	$106	-$2	2026-10-29
Alps Advisors Inc	CLOSED	0	47,073	-47,073	-100%	$1.0M	$0	-$1.0M	2026-11-03
R Squared Ltd	CLOSED	0	12,288	-12,288	-100%	$265.1K	$0	-$265.1K	2026-11-06
Avion Wealth	CLOSED	0	44	-44	-100%	$0	$0	$0	2026-11-04
Clearstead Advisors, LLC	CLOSED	0	3	-3	-100%	$65	$0	-$65	2026-11-06
Kayne Anderson Rudnick Investment Management LLC	N/A	—	2,030,492	-2,030,492	-100%	$43.8M	—	—	—
BlackRock, Inc.	N/A	—	1,061,355	-1,061,355	-100%	$22.9M	—	—	—
Morgan Stanley	N/A	—	859,269	-859,269	-100%	$18.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	666,554	-666,554	-100%	$14.4M	—	—	—
Renaissance Technologies LLC	N/A	—	325,384	-325,384	-100%	$7.0M	—	—	—
Heartland Advisors Inc	N/A	—	300,000	-300,000	-100%	$6.5M	—	—	—
State Street Corp	N/A	—	298,384	-298,384	-100%	$6.5M	—	—	—
Northern Trust Corp	N/A	—	238,243	-238,243	-100%	$5.1M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	187,920	-187,920	-100%	$4.1M	—	—	—
Wells Fargo & Company	N/A	—	179,623	-179,623	-100%	$3.9M	—	—	—
AQR Capital Management LLC	N/A	—	122,206	-122,206	-100%	$2.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	113,312	-113,312	-100%	$2.4M	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	102,370	-102,370	-100%	$2.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	97,200	-97,200	-100%	$2.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	96,776	-96,776	-100%	$2.1M	—	—	—
Jane Street Group, LLC	N/A	—	87,375	-87,375	-100%	$1.9M	—	—	—
Bank of America Corp	N/A	—	82,946	-82,946	-100%	$1.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	81,725	-81,725	-100%	$1.8M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	77,684	-77,684	-100%	$1.7M	—	—	—
Quantinno Capital Management LP	N/A	—	73,152	-73,152	-100%	$1.6M	—	—	—
Citadel Advisors LLC	N/A	—	64,095	-64,095	-100%	$1.4M	—	—	—
Two Sigma Investments, LP	N/A	—	62,938	-62,938	-100%	$1.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	62,781	-62,781	-100%	$1.4M	—	—	—
SEI Investments Co	N/A	—	47,651	-47,651	-100%	$1.0M	—	—	—
Bessemer Group Inc	N/A	—	47,110	-47,110	-100%	$1.0M	—	—	—
American Century Companies Inc	N/A	—	38,565	-38,565	-100%	$831.8K	—	—	—
Squarepoint Ops LLC	N/A	—	37,001	-37,001	-100%	$798.1K	—	—	—
Nuveen, LLC	N/A	—	30,318	-30,318	-100%	$654.0K	—	—	—
HSBC Holdings PLC	N/A	—	29,539	-29,539	-100%	$634.8K	—	—	—
Marshall Wace, LLP	N/A	—	23,282	-23,282	-100%	$502.2K	—	—	—
Empirical Finance, LLC	N/A	—	20,000	-20,000	-100%	$431.4K	—	—	—
Invesco Ltd.	N/A	—	19,928	-19,928	-100%	$429.8K	—	—	—
Alliancebernstein L.P.	N/A	—	18,905	-18,905	-100%	$321.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	18,050	-18,050	-100%	$389.3K	—	—	—
Ameriprise Financial Inc	N/A	—	17,007	-17,007	-100%	$366.9K	—	—	—
Rhumbline Advisers	N/A	—	14,619	-14,619	-100%	$315.3K	—	—	—
Stifel Financial Corp	N/A	—	14,409	-14,409	-100%	$310.8K	—	—	—
XTX Topco Ltd	N/A	—	14,210	-14,210	-100%	$306.5K	—	—	—
PCM Encore, LLC	N/A	—	13,433	-13,433	-100%	$289.8K	—	—	—
Empowered Funds, LLC	N/A	—	13,198	-13,198	-100%	$284.7K	—	—	—
Mangrove Partners IM, LLC	N/A	—	13,195	-13,195	-100%	$284.6K	—	—	—
IEQ Capital, LLC	N/A	—	13,108	-13,108	-100%	$282.7K	—	—	—
Graham Capital Management, L.P.	N/A	—	11,765	-11,765	-100%	$253.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	11,528	-11,528	-100%	$248.7K	—	—	—
Vident Advisory, LLC	N/A	—	10,705	-10,705	-100%	$230.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	9,708	-9,708	-100%	$210.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	9,378	-9,378	-100%	$202.3K	—	—	—
Aquatic Capital Management LLC	N/A	—	8,707	-8,707	-100%	$187.8K	—	—	—
UBS Group AG	N/A	—	8,101	-8,101	-100%	$174.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	6,673	-6,673	-100%	$143.9K	—	—	—
JPMorgan Chase & Co	N/A	—	6,018	-6,018	-100%	$130.2K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	5,446	-5,446	-100%	$117.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,238	-5,238	-100%	$113.0K	—	—	—
Royal Bank of Canada	N/A	—	4,573	-4,573	-100%	$99.0K	—	—	—
New York State Common Retirement Fund	N/A	—	4,421	-4,421	-100%	$95.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,096	-4,096	-100%	$88.4K	—	—	—
Aviso Financial Inc.	N/A	—	3,585	-3,585	-100%	$77.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,010	-3,010	-100%	$64.9K	—	—	—
Meeder Asset Management Inc	N/A	—	2,884	-2,884	-100%	$62.2K	—	—	—
Canada Life Assurance Co	N/A	—	2,879	-2,879	-100%	$62.0K	—	—	—
FMR LLC	N/A	—	2,456	-2,456	-100%	$53.0K	—	—	—
Arax Advisory Partners	N/A	—	2,245	-2,245	-100%	$48.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,397	-1,397	-100%	$30.1K	—	—	—
Huntington National Bank	N/A	—	1,328	-1,328	-100%	$28.6K	—	—	—
Legal & General Group Plc	N/A	—	1,194	-1,194	-100%	$25.8K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	1,135	-1,135	-100%	$24.5K	—	—	—
Acadian Asset Management LLC	N/A	—	1,028	-1,028	-100%	$22.0K	—	—	—
WealthCollab, LLC	N/A	—	987	-987	-100%	$21.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	982	-982	-100%	$21.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	217	-217	-100%	$4.7K	—	—	—
California State Teachers Retirement System	N/A	—	163	-163	-100%	$3.5K	—	—	—
Quarry LP	N/A	—	142	-142	-100%	$3.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	119	-119	-100%	$2.6K	—	—	—
Kilter Group LLC	N/A	—	74	-74	-100%	$1.6K	—	—	—
Rothschild Investment LLC	N/A	—	49	-49	-100%	$1.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	18	-18	-100%	$388	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	6	-6	-100%	$130	—	—	—

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