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Nelnet Inc (NNI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares1,851,041 from 1,852,273
Change-1,232 (0%)
Value$227.8M (-$19.1M)
Filed 2026-11-04
Farmers & Merchants Investments Inc
DECREASED
Shares1,172,478 from 1,179,351
Change-6,873 (-1%)
Value$144.3M (-$12.9M)
Filed 2026-10-22
Magnolia Group, LLC
DECREASED
Shares421,981 from 1,269,723
Change-847,742 (-67%)
Value$51.9M (-$117.4M)
Filed 2026-11-05
Geode Capital Management, LLC
DECREASED
Shares361,319 from 389,595
Change-28,276 (-7%)
Value$44.5M (-$7.5M)
Filed 2026-11-06
General American Investors Co Inc
UNCHANGED
Shares230,998 from 230,998
Change0 (0%)
Value$28.4M (-$2.4M)
Filed 2026-11-02
BAR Harbor Wealth Management
DECREASED
Shares107,656 from 108,589
Change-933 (-1%)
Value$13.3M (-$1.2M)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares88,377 from 88,973
Change-596 (-1%)
Value$10.9M (-$985.3K)
Filed 2026-11-05
Lawson Kroeker Investment Management Inc
DECREASED
Shares64,841 from 66,047
Change-1,206 (-2%)
Value$8.0M (-$825.4K)
Filed 2026-10-22
Guardian Wealth Management, Inc.
DECREASED
Shares53,067 from 53,433
Change-366 (-1%)
Value$6.5M (-$592.8K)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares38,017 from 35,789
Change+2,228 (+6%)
Value$4.7M (-$92.6K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares24,826 from 24,561
Change+265 (+1%)
Value$3.1M (-$219.1K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares20,841 from 20,836
Change+5 (+0%)
Value$2.6M (-$213.0K)
Filed 2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares17,203 from 17,203
Change0 (0%)
Value$2.1M (-$176.3K)
Filed 2026-10-30
Pilgrim Partners Asia Pte Ltd
INCREASED
Shares15,000 from 14,000
Change+1,000 (+7%)
Value$1.8M (-$20.4K)
Filed 2026-10-29
Deutsche Bank Ag\
DECREASED
Shares14,449 from 15,639
Change-1,190 (-8%)
Value$1.8M (-$306.8K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares14,356 from 12,914
Change+1,442 (+11%)
Value$1.8M (+$45.1K)
Filed 2026-11-02
James Investment Research, Inc.
UNCHANGED
Shares13,857 from 13,857
Change0 (0%)
Value$1.7M (-$142.0K)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares13,717 from 2,587
Change+11,130 (+430%)
Value$1.7M (+$1.3M)
Filed 2026-11-06
Anchor Capital Advisors LLC
DECREASED
Shares13,043 from 13,282
Change-239 (-2%)
Value$1.6M (-$165.6K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,289 from 9,587
Change+702 (+7%)
Value$296.7K (+$28.4K)
Filed 2026-10-13
Wedge Capital Management L L P
INCREASED
Shares10,217 from 8,861
Change+1,356 (+15%)
Value$1.3M (+$76.1K)
Filed 2026-10-13
Bokf, NA
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.2M (-$102.5K)
Filed 2026-10-27
Russell Investments Group, Ltd.
DECREASED
Shares8,592 from 10,657
Change-2,065 (-19%)
Value$1.1M (-$363.4K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED
Shares7,934 from 7,635
Change+299 (+4%)
Value$999.4K (-$12.3K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares5,429 from 14,867
Change-9,438 (-63%)
Value$668.2K (-$1.3M)
Filed 2026-11-04
Inspire Investing, LLC
INCREASED
Shares5,144 from 5,085
Change+59 (+1%)
Value$633.1K (-$44.9K)
Filed 2026-10-22
Avity Investment Management Inc.
DECREASED
Shares4,350 from 4,604
Change-254 (-6%)
Value$535.4K (-$78.5K)
Filed 2026-10-09
RMR Capital Management, LLC
UNCHANGED
Shares4,223 from 4,223
Change0 (0%)
Value$519.8K (-$43.3K)
Filed 2026-10-23
Arizona State Retirement System
DECREASED
Shares3,743 from 3,851
Change-108 (-3%)
Value$460.7K (-$52.8K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares3,091 from 2,817
Change+274 (+10%)
Value$380.4K (+$4.8K)
Filed 2026-11-05
Pictet Asset Management Holding SA
UNCHANGED
Shares2,102 from 2,102
Change0 (0%)
Value$258.7K (-$21.5K)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares1,878 from 1,958
Change-80 (-4%)
Value$231.1K (-$29.9K)
Filed 2026-10-29
Axxion S.A.
INCREASED
Shares1,852 from 1,651
Change+201 (+12%)
Value$227.9K (+$7.8K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares1,363 from 1,358
Change+5 (+0%)
Value$181.7K (+$666)
Filed 2026-11-06
Pittenger & Anderson Inc
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$156.6K (-$13.0K)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares960 from 183
Change+777 (+425%)
Value$118.2K (+$93.8K)
Filed 2026-10-23
KBC Group NV
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$92 (-$99.9K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares646 from 591
Change+55 (+9%)
Value$79.5K (+$712)
Filed 2026-10-02
Nisa Investment Advisors, LLC
INCREASED
Shares633 from 597
Change+36 (+6%)
Value$77.9K (-$1.7K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares581 from 94
Change+487 (+518%)
Value$71.5K (+$59.0K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares537 from 448
Change+89 (+20%)
Value$66.1K (+$6.4K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
DECREASED
Shares413 from 424
Change-11 (-3%)
Value$51 (-$56.9K)
Filed 2026-10-22
Nfsg Corp
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$46.2K (-$3.8K)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares340 from 314
Change+26 (+8%)
Value$41.8K (-$19)
Filed 2026-10-08
Blue Trust, Inc.
DECREASED
Shares327 from 2,430
Change-2,103 (-87%)
Value$40.2K (-$283.7K)
Filed 2026-10-15
Maseco LLP
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$37.2K (-$3.1K)
Filed 2026-10-27
Sterling Capital Management LLC
DECREASED
Shares293 from 2,381
Change-2,088 (-88%)
Value$36.1K (-$281.4K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$30.8K (-$2.6K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares227 from 222
Change+5 (+2%)
Value$27.9K (-$1.7K)
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$25.1K (-$2.1K)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares174 from 5
Change+169 (+3380%)
Value$21 (+$20)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares172 from 182
Change-10 (-5%)
Value$21.2K (-$3.1K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares163
Change+163
Value$20.1K
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares107 from 67
Change+40 (+60%)
Value$13.2K (+$4.2K)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares99 from 61
Change+38 (+62%)
Value$12.2K (+$4.1K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$8.4K (-$697)
Filed 2026-10-27
Torren Management, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$5.3K (-$440)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares36
Change+36
Value$4.4K
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$4.1K (-$338)
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.4K (-$287)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares27 from 94
Change-67 (-71%)
Value$3.3K (-$9.2K)
Filed 2026-10-16
Fortitude Family Office, LLC
DECREASED
Shares24 from 25
Change-1 (-4%)
Value$3.0K (-$379)
Filed 2026-10-14
Private Wealth Management Group, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.0K (-$246)
Filed 2026-10-19
Manchester Capital Management LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.8K (-$236)
Filed 2026-10-22
Creative Capital Management Investments LLC
INCREASED
Shares21 from 11
Change+10 (+91%)
Value$2.6K (+$1.1K)
Filed 2026-10-28
Essential Partners LLC
DECREASED
Shares20 from 30
Change-10 (-33%)
Value$2.5K (-$1.5K)
Filed 2026-10-14
SBI Securities Co., Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.5K (-$205)
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.3K (-$194)
Filed 2026-10-27
TD Private Client Wealth LLC
NEW
Shares18
Change+18
Value$2.2K
Filed 2026-10-28
True Wealth Design, LLC
INCREASED
Shares16 from 10
Change+6 (+60%)
Value$2.0K (+$636)
Filed 2026-10-13
Valued Wealth Advisors LLC
DECREASED
Shares14 from 26
Change-12 (-46%)
Value$1.7K (-$1.7K)
Filed 2026-11-05
Bell Investment Advisors, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.5K (-$123)
Filed 2026-10-29
Marquette Asset Management, LLC
NEW
Shares11
Change+11
Value$1.4K
Filed 2026-10-09
Birch Financial Group, LLC
NEW
Shares8
Change+8
Value$949
Filed 2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$862 (+$195)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$739 (-$61)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares4
Change+4
Value$448
Filed 2026-10-09
Bare Financial Services, Inc
DECREASED
Shares4 from 8
Change-4 (-50%)
Value$492 (-$574)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares2 from 9
Change-7 (-78%)
Value$247 (-$954)
Filed 2026-11-06
Hughes Financial Services, LLC
DECREASED
Shares2 from 4
Change-2 (-50%)
Value$247 (-$286)
Filed 2026-10-30
DecisionPoint Financial, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$248 (+$113)
Filed 2026-10-27
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$124 (-$10)
Filed 2026-10-26
Savant Capital, LLC
CLOSED
Shares0 from 1,830
Change-1,830 (-100%)
Value$0 (-$240.1K)
Filed 2026-11-06
State of Alaska, Department of Revenue
CLOSED
Shares0 from 1,113
Change-1,113 (-100%)
Value$0 (-$148.0K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-05
CoreCap Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$533)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$400)
Filed 2026-10-07
Navigoe, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 1,162,288
Change-1,162,288 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 695,621
Change-695,621 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 584,970
Change-584,970 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 420,692
Change-420,692 (-100%)
Value—
State Street Corp
N/A
Shares— from 365,440
Change-365,440 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 248,493
Change-248,493 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 231,414
Change-231,414 (-100%)
Value—
Empyrean Capital Partners, LP
N/A
Shares— from 231,000
Change-231,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 189,609
Change-189,609 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 167,793
Change-167,793 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 152,759
Change-152,759 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 94,412
Change-94,412 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 91,686
Change-91,686 (-100%)
Value—
Sycale Advisors (NY) LLC
N/A
Shares— from 83,053
Change-83,053 (-100%)
Value—
UBS Group AG
N/A
Shares— from 78,707
Change-78,707 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 74,729
Change-74,729 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 72,614
Change-72,614 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 70,127
Change-70,127 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 68,715
Change-68,715 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 63,196
Change-63,196 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 57,086
Change-57,086 (-100%)
Value—
Bandera Partners LLC
N/A
Shares— from 47,159
Change-47,159 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 44,482
Change-44,482 (-100%)
Value—
Crawford Fund Management, LLC
N/A
Shares— from 44,455
Change-44,455 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 39,800
Change-39,800 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 39,462
Change-39,462 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 38,472
Change-38,472 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,081
Change-36,081 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 35,785
Change-35,785 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 35,200
Change-35,200 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 32,203
Change-32,203 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 28,040
Change-28,040 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 27,044
Change-27,044 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 26,898
Change-26,898 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,999
Change-25,999 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 24,957
Change-24,957 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 23,582
Change-23,582 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 19,937
Change-19,937 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 19,926
Change-19,926 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,652
Change-19,652 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 19,220
Change-19,220 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 17,698
Change-17,698 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 16,821
Change-16,821 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 16,751
Change-16,751 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 15,414
Change-15,414 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 14,923
Change-14,923 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 14,709
Change-14,709 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,560
Change-14,560 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,033
Change-14,033 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 13,998
Change-13,998 (-100%)
Value—
Allstate Corp
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 13,192
Change-13,192 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,383
Change-12,383 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 11,728
Change-11,728 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 11,109
Change-11,109 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 9,041
Change-9,041 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 8,877
Change-8,877 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 8,874
Change-8,874 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 8,711
Change-8,711 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 987
Change-987 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 847
Change-847 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 353
Change-353 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 218
Change-218 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 190
Change-190 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 143
Change-143 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 139
Change-139 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 73
Change-73 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Quarry LP
N/A
Shares— from 44
Change-44 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 19
Change-19 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED1,851,0411,852,273-1,2320%$247.0M$227.8M-$19.1M2026-11-04
Farmers & Merchants Investments Inc
DECREASED1,172,4781,179,351-6,873-1%$157.2M$144.3M-$12.9M2026-10-22
Magnolia Group, LLC
DECREASED421,9811,269,723-847,742-67%$169.3M$51.9M-$117.4M2026-11-05
Geode Capital Management, LLC
DECREASED361,319389,595-28,276-7%$52.0M$44.5M-$7.5M2026-11-06
General American Investors Co Inc
UNCHANGED230,998230,99800%$30.8M$28.4M-$2.4M2026-11-02
BAR Harbor Wealth Management
DECREASED107,656108,589-933-1%$14.5M$13.3M-$1.2M2026-10-21
Bank of New York Mellon Corp
DECREASED88,37788,973-596-1%$11.9M$10.9M-$985.3K2026-11-05
Lawson Kroeker Investment Management Inc
DECREASED64,84166,047-1,206-2%$8.8M$8.0M-$825.4K2026-10-22
Guardian Wealth Management, Inc.
DECREASED53,06753,433-366-1%$7.1M$6.5M-$592.8K2026-10-30
LPL Financial LLC
INCREASED38,01735,789+2,228+6%$4.8M$4.7M-$92.6K2026-11-06
D.A. Davidson & Co.
INCREASED24,82624,561+265+1%$3.3M$3.1M-$219.1K2026-10-28
HUB Investment Partners, LLC
INCREASED20,84120,836+5+0%$2.8M$2.6M-$213.0K2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED17,20317,20300%$2.3M$2.1M-$176.3K2026-10-30
Pilgrim Partners Asia Pte Ltd
INCREASED15,00014,000+1,000+7%$1.9M$1.8M-$20.4K2026-10-29
Deutsche Bank Ag\
DECREASED14,44915,639-1,190-8%$2.1M$1.8M-$306.8K2026-11-06
Creative Planning
INCREASED14,35612,914+1,442+11%$1.7M$1.8M+$45.1K2026-11-02
James Investment Research, Inc.
UNCHANGED13,85713,85700%$1.8M$1.7M-$142.0K2026-10-22
Barclays PLC
INCREASED13,7172,587+11,130+430%$344.9K$1.7M+$1.3M2026-11-06
Anchor Capital Advisors LLC
DECREASED13,04313,282-239-2%$1.8M$1.6M-$165.6K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED10,2899,587+702+7%$268.3K$296.7K+$28.4K2026-10-13
Wedge Capital Management L L P
INCREASED10,2178,861+1,356+15%$1.2M$1.3M+$76.1K2026-10-13
Bokf, NA
UNCHANGED10,00010,00000%$1.3M$1.2M-$102.5K2026-10-27
Russell Investments Group, Ltd.
DECREASED8,59210,657-2,065-19%$1.4M$1.1M-$363.4K2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED7,9347,635+299+4%$1.0M$999.4K-$12.3K2026-10-13
Citigroup Inc
DECREASED5,42914,867-9,438-63%$2.0M$668.2K-$1.3M2026-11-04
Inspire Investing, LLC
INCREASED5,1445,085+59+1%$678.0K$633.1K-$44.9K2026-10-22
Avity Investment Management Inc.
DECREASED4,3504,604-254-6%$613.9K$535.4K-$78.5K2026-10-09
RMR Capital Management, LLC
UNCHANGED4,2234,22300%$563.1K$519.8K-$43.3K2026-10-23
Arizona State Retirement System
DECREASED3,7433,851-108-3%$513.5K$460.7K-$52.8K2026-11-03
Fifth Third Bancorp
INCREASED3,0912,817+274+10%$375.6K$380.4K+$4.8K2026-11-05
Pictet Asset Management Holding SA
UNCHANGED2,1022,10200%$280.3K$258.7K-$21.5K2026-11-03
ProShare Advisors LLC
DECREASED1,8781,958-80-4%$261.1K$231.1K-$29.9K2026-10-29
Axxion S.A.
INCREASED1,8521,651+201+12%$220.1K$227.9K+$7.8K2026-10-22
Allworth Financial LP
INCREASED1,3631,358+5+0%$181.1K$181.7K+$6662026-11-06
Pittenger & Anderson Inc
UNCHANGED1,2721,27200%$169.6K$156.6K-$13.0K2026-11-02
Signaturefd, LLC
INCREASED960183+777+425%$24.4K$118.2K+$93.8K2026-10-23
KBC Group NV
UNCHANGED74774700%$100.0K$92-$99.9K2026-10-22
Versant Capital Management, Inc
INCREASED646591+55+9%$78.8K$79.5K+$7122026-10-02
Nisa Investment Advisors, LLC
INCREASED633597+36+6%$79.6K$77.9K-$1.7K2026-10-20
PNC Financial Services Group, Inc.
INCREASED58194+487+518%$12.5K$71.5K+$59.0K2026-11-06
US Bancorp \de\
INCREASED537448+89+20%$59.7K$66.1K+$6.4K2026-11-05
Harbor Capital Advisors, Inc.
DECREASED413424-11-3%$57.0K$51-$56.9K2026-10-22
Nfsg Corp
UNCHANGED37537500%$50.0K$46.2K-$3.8K2026-10-15
Gamma Investing LLC
INCREASED340314+26+8%$41.9K$41.8K-$192026-10-08
Blue Trust, Inc.
DECREASED3272,430-2,103-87%$324.0K$40.2K-$283.7K2026-10-15
Maseco LLP
UNCHANGED30230200%$40.3K$37.2K-$3.1K2026-10-27
Sterling Capital Management LLC
DECREASED2932,381-2,088-88%$317.5K$36.1K-$281.4K2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED25025000%$33.3K$30.8K-$2.6K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED227222+5+2%$29.6K$27.9K-$1.7K2026-11-04
Rossby Financial, LCC
UNCHANGED20420400%$27.2K$25.1K-$2.1K2026-11-05
Covestor Ltd
INCREASED1745+169+3380%$1$21+$202026-10-30
Parallel Advisors, LLC
DECREASED172182-10-5%$24.3K$21.2K-$3.1K2026-11-03
Root Financial Partners, LLC
NEW163—+163——$20.1K—2026-10-21
Farther Finance Advisors, LLC
INCREASED10767+40+60%$8.9K$13.2K+$4.2K2026-10-08
SJS Investment Consulting Inc.
INCREASED9961+38+62%$8.2K$12.2K+$4.1K2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED686800%$9.1K$8.4K-$6972026-10-27
Torren Management, LLC
UNCHANGED434300%$5.8K$5.3K-$4402026-10-29
Provenance Wealth Advisors, LLC
NEW36—+36——$4.4K—2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED333300%$4.4K$4.1K-$3382026-11-03
Larson Financial Group LLC
UNCHANGED282800%$3.7K$3.4K-$2872026-11-05
IFP Advisors, Inc
DECREASED2794-67-71%$12.5K$3.3K-$9.2K2026-10-16
Fortitude Family Office, LLC
DECREASED2425-1-4%$3.3K$3.0K-$3792026-10-14
Private Wealth Management Group, LLC
UNCHANGED242400%$3.2K$3.0K-$2462026-10-19
Manchester Capital Management LLC
UNCHANGED232300%$3.1K$2.8K-$2362026-10-22
Creative Capital Management Investments LLC
INCREASED2111+10+91%$1.5K$2.6K+$1.1K2026-10-28
Essential Partners LLC
DECREASED2030-10-33%$4.0K$2.5K-$1.5K2026-10-14
SBI Securities Co., Ltd.
UNCHANGED202000%$2.7K$2.5K-$2052026-10-22
Parkside Financial Bank & Trust
UNCHANGED191900%$2.5K$2.3K-$1942026-10-27
TD Private Client Wealth LLC
NEW18—+18——$2.2K—2026-10-28
True Wealth Design, LLC
INCREASED1610+6+60%$1.3K$2.0K+$6362026-10-13
Valued Wealth Advisors LLC
DECREASED1426-12-46%$3.5K$1.7K-$1.7K2026-11-05
Bell Investment Advisors, Inc
UNCHANGED121200%$1.6K$1.5K-$1232026-10-29
Marquette Asset Management, LLC
NEW11—+11——$1.4K—2026-10-09
Birch Financial Group, LLC
NEW8—+8——$949—2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED75+2+40%$667$862+$1952026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED6600%$800$739-$612026-10-16
GK Wealth Management LLC
NEW4—+4——$448—2026-10-09
Bare Financial Services, Inc
DECREASED48-4-50%$1.1K$492-$5742026-11-04
Clearstead Advisors, LLC
DECREASED29-7-78%$1.2K$247-$9542026-11-06
Hughes Financial Services, LLC
DECREASED24-2-50%$533$247-$2862026-10-30
DecisionPoint Financial, LLC
INCREASED21+1+100%$135$248+$1132026-10-27
TFC Financial Management, Inc.
UNCHANGED1100%$134$124-$102026-10-26
Savant Capital, LLC
CLOSED01,830-1,830-100%$240.1K$0-$240.1K2026-11-06
State of Alaska, Department of Revenue
CLOSED01,113-1,113-100%$148.0K$0-$148.0K2026-10-15
Cornerstone Planning Group LLC
CLOSED0110-110-100%$14.6K$0-$14.6K2026-10-16
MassMutual Private Wealth & Trust, FSB
CLOSED026-26-100%$3.5K$0-$3.5K2026-10-05
CoreCap Advisors, LLC
CLOSED04-4-100%$533$0-$5332026-10-08
Wealth Enhancement Trust Services, Inc.
CLOSED03-3-100%$400$0-$4002026-10-07
Navigoe, LLC
CLOSED03-3-100%$0$0$02026-11-04
BlackRock, Inc.
N/A—1,162,288-1,162,288-100%$155.0M———
Vanguard Portfolio Management LLC
N/A—695,621-695,621-100%$92.7M———
Vanguard Capital Management LLC
N/A—584,970-584,970-100%$78.0M———
American Century Companies Inc
N/A—420,692-420,692-100%$56.1M———
State Street Corp
N/A—365,440-365,440-100%$48.7M———
Bragg Financial Advisors, Inc
N/A—248,493-248,493-100%$33.1M———
QVT Financial LP
N/A—231,414-231,414-100%$30.9M———
Empyrean Capital Partners, LP
N/A—231,000-231,000-100%$30.8M———
Northern Trust Corp
N/A—189,609-189,609-100%$25.3M———
Charles Schwab Investment Management Inc
N/A—167,793-167,793-100%$22.4M———
JPMorgan Chase & Co
N/A—152,759-152,759-100%$20.4M———
Morgan Stanley
N/A—94,412-94,412-100%$12.6M———
Vanguard Fiduciary Trust Co
N/A—91,686-91,686-100%$12.2M———
Sycale Advisors (NY) LLC
N/A—83,053-83,053-100%$11.1M———
UBS Group AG
N/A—78,707-78,707-100%$10.5M———
Victory Capital Management Inc
N/A—74,729-74,729-100%$10.0M———
Qube Research & Technologies Ltd
N/A—72,614-72,614-100%$9.7M———
AQR Capital Management LLC
N/A—70,127-70,127-100%$9.4M———
Goldman Sachs Group Inc
N/A—68,715-68,715-100%$9.2M———
Marshall Wace, LLP
N/A—63,196-63,196-100%$8.4M———
Citadel Advisors LLC
N/A—57,086-57,086-100%$7.6M———
Bandera Partners LLC
N/A—47,159-47,159-100%$6.1M———
Bank of America Corp
N/A—44,482-44,482-100%$5.9M———
Crawford Fund Management, LLC
N/A—44,455-44,455-100%$5.9M———
Denali Advisors LLC
N/A—39,800-39,800-100%$5.3M———
Franklin Resources Inc
N/A—39,462-39,462-100%$5.3M———
Edgestream Partners, L.P.
N/A—38,472-38,472-100%$5.1M———
Susquehanna International Group, LLP
N/A—36,081-36,081-100%$4.8M———
HighTower Advisors, LLC
N/A—35,785-35,785-100%$4.8M———
UBS Asset Management Americas LLC
N/A—35,200-35,200-100%$4.7M———
Nuveen, LLC
N/A—32,203-32,203-100%$4.3M———
First Trust Advisors LP
N/A—28,040-28,040-100%$3.7M———
Swiss National Bank
N/A—28,000-28,000-100%$3.7M———
Renaissance Technologies LLC
N/A—28,000-28,000-100%$3.7M———
Dark Forest Capital Management LP
N/A—27,044-27,044-100%$3.6M———
Rhumbline Advisers
N/A—26,898-26,898-100%$3.6M———
Mercer Global Advisors Inc
N/A—25,999-25,999-100%$3.5M———
Invesco Ltd.
N/A—24,957-24,957-100%$3.3M———
Capital Fund Management S.A.
N/A—23,582-23,582-100%$3.1M———
Alliancebernstein L.P.
N/A—19,937-19,937-100%$2.6M———
Two Sigma Investments, LP
N/A—19,926-19,926-100%$2.7M———
Mariner, LLC
N/A—19,652-19,652-100%$2.6M———
BNP Paribas Financial Markets
N/A—19,220-19,220-100%$2.6M———
Price T Rowe Associates Inc
N/A—17,698-17,698-100%$2.4M———
First Manhattan Co. Llc.
N/A—16,821-16,821-100%$2.2M———
California State Teachers Retirement System
N/A—16,751-16,751-100%$2.2M———
Martingale Asset Management L P
N/A—15,414-15,414-100%$2.1M———
SEI Investments Co
N/A—14,923-14,923-100%$2.0M———
New York State Common Retirement Fund
N/A—14,709-14,709-100%$2.0M———
Captrust Financial Advisors
N/A—14,560-14,560-100%$1.9M———
Wells Fargo & Company
N/A—14,033-14,033-100%$1.9M———
Acadian Asset Management LLC
N/A—13,998-13,998-100%$1.9M———
Allstate Corp
N/A—13,821-13,821-100%$1.8M———
Legal & General Group Plc
N/A—13,192-13,192-100%$1.8M———
XTX Topco Ltd
N/A—12,383-12,383-100%$1.7M———
Vanguard Asset Management, Ltd
N/A—11,728-11,728-100%$1.6M———
Quantinno Capital Management LP
N/A—11,555-11,555-100%$1.5M———
D. E. Shaw & Co., Inc.
N/A—11,109-11,109-100%$1.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—9,041-9,041-100%$1.2M———
Fieldview Capital Management, LLC
N/A—8,877-8,877-100%$1.2M———
Manufacturers Life Insurance Company, the
N/A—8,874-8,874-100%$1.2M———
MetLife Investment Management, LLC
N/A—8,711-8,711-100%$1.2M———
ExodusPoint Capital Management, LP
N/A—7,538-7,538-100%$1.0M———
Jane Street Group, LLC
N/A—7,089-7,089-100%$945.2K———
Handelsbanken Fonder AB
N/A—6,751-6,751-100%$900———
Engineers Gate Manager LP
N/A—6,648-6,648-100%$886.4K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—6,433-6,433-100%$857.7K———
Jupiter Topco LLC
N/A—6,007-6,007-100%$801.2K———
QRG Capital Management, Inc.
N/A—5,429-5,429-100%$723.8K———
Vanguard Global Advisers, LLC
N/A—5,131-5,131-100%$684.1K———
Susquehanna Fundamental Investments, LLC
N/A—5,093-5,093-100%$679.1K———
Intech Investment Management LLC
N/A—4,681-4,681-100%$624.1K———
Proficio Capital Partners LLC
N/A—4,552-4,552-100%$606.9K———
Police & Firemen's Retirement System of New Jersey
N/A—4,411-4,411-100%$588.1K———
State of Wisconsin Investment Board
N/A—3,891-3,891-100%$518.8K———
CreativeOne Wealth, LLC
N/A—3,474-3,474-100%$463.2K———
Vanguard Investments Australia, Ltd.
N/A—3,230-3,230-100%$430.7K———
Envestnet Asset Management Inc
N/A—3,147-3,147-100%$419.6K———
Teacher Retirement System of Texas
N/A—3,134-3,134-100%$417.9K———
Royal Bank of Canada
N/A—3,077-3,077-100%$411.0K———
KLP Kapitalforvaltning AS
N/A—3,000-3,000-100%$400.0K———
Quadrature Capital Ltd
N/A—2,955-2,955-100%$394.0K———
Blueshift Asset Management, LLC
N/A—2,894-2,894-100%$385.9K———
Inceptionr LLC
N/A—2,805-2,805-100%$374.0K———
MML Investors Services, LLC
N/A—2,765-2,765-100%$368.6K———
Voya Investment Management LLC
N/A—2,750-2,750-100%$366.7K———
Ameriprise Financial Inc
N/A—2,670-2,670-100%$356.0K———
Mirabella Financial Services LLP
N/A—2,661-2,661-100%$354.8K———
Catalyst Funds Management Pty Ltd
N/A—2,616-2,616-100%$348.8K———
Prudential Financial Inc
N/A—2,524-2,524-100%$336.5K———
Virtu Financial LLC
N/A—2,375-2,375-100%$317.0K———
IEQ Capital, LLC
N/A—2,322-2,322-100%$309.6K———
FMR LLC
N/A—2,245-2,245-100%$299.3K———
Neuberger Berman Group LLC
N/A—2,216-2,216-100%$295.5K———
Security National Bank of Sioux City Iowa
N/A—2,100-2,100-100%$280.0K———
SG Americas Securities, LLC
N/A—2,100-2,100-100%$280.0K———
Canada Life Assurance Co
N/A—2,027-2,027-100%$270.0K———
Brevan Howard Capital Management LP
N/A—1,830-1,830-100%$244.0K———
Susquehanna Portfolio Strategies, LLC
N/A—1,700-1,700-100%$226.7K———
Focus Partners Wealth
N/A—1,676-1,676-100%$223.5K———
Ballentine Partners, LLC
N/A—1,578-1,578-100%$210.4K———
Ameritas Investment Partners, Inc.
N/A—1,357-1,357-100%$180.9K———
Tower Research Capital LLC (TRC)
N/A—1,338-1,338-100%$178.4K———
Hurricane Capital Advisors LLC
N/A—1,271-1,271-100%$169.5K———
Ancora Advisors LLCA
N/A—1,034-1,034-100%$137.9K———
Vestcor Inc
N/A—987-987-100%$132.0K———
Rockefeller Capital Management L.P.
N/A—847-847-100%$112.9K———
Jones Financial Companies Lllp
N/A—353-353-100%$47.5K———
Ameritas Advisory Services, LLC
N/A—248-248-100%$33.1K———
Arax Advisory Partners
N/A—218-218-100%$29.1K———
Smartleaf Asset Management LLC
N/A—205-205-100%$27.2K———
Public Employees Retirement System of Ohio
N/A—190-190-100%$25.3K———
Osaic Holdings, Inc.
N/A—143-143-100%$19.2K———
Ogorek Anthony Joseph
N/A—139-139-100%$18———
LOS Angeles Capital Management LLC
N/A—78-78-100%$10.4K———
Optiver Holding B.V.
N/A—73-73-100%$9.7K———
CVA Family Office, LLC
N/A—52-52-100%$6.9K———
Kemnay Advisory Services Inc.
N/A—51-51-100%$6.8K———
Rothschild Investment LLC
N/A—49-49-100%$6.5K———
Quarry LP
N/A—44-44-100%$5.9K———
Prestige Wealth Management Group LLC
N/A—42-42-100%$5.6K———
Dogwood Wealth Management LLC
N/A—24-24-100%$3.2K———
Keating Financial Advisory Services, Inc.
N/A—21-21-100%$2.8K———
Fiduciary Financial Advisors
N/A—19-19-100%$2.5K———
HFM Investment Advisors, LLC
N/A—8-8-100%$1.1K———
Rialto Wealth Management, LLC
N/A—5-5-100%$667———
Bogart Wealth, LLC
N/A—4-4-100%$533———
LRI Investments, LLC
N/A—2-2-100%$267———
Ameriflex Group, Inc.
N/A—2-2-100%$267———
Transamerica Financial Advisors, LLC
N/A—1-1-100%$133———
Harbour Investments, Inc.
N/A—1-1-100%$133———
Showing 220 of 220 institutions