Neogenomics Inc (NEO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares2,590,055 from 2,399,411

Change+190,644 (+8%)

Value$47.6M (+$12.6M)

Filed 2026-11-04

Citigroup Inc

INCREASED

Shares926,411 from 668,178

Change+258,233 (+39%)

Value$17.0M (+$7.3M)

Filed 2026-11-04

Principal Financial Group Inc

INCREASED

Shares823,247 from 629,826

Change+193,421 (+31%)

Value$15.1M (+$5.9M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares715,139 from 736,368

Change-21,229 (-3%)

Value$13.1M (+$2.4M)

Filed 2026-11-05

Fideuram - Intesa Sanpaolo Private Banking S.P.A.

NEW

Shares619,819

Change+619,819

Value$11.4M

Filed 2026-10-22

Granite Investment Partners, LLC

DECREASED

Shares274,350 from 355,141

Change-80,791 (-23%)

Value$5.0M (-$144.4K)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

DECREASED

Shares174,981 from 223,846

Change-48,865 (-22%)

Value$3.2K (-$3.3M)

Filed 2026-10-22

New York State Teachers Retirement System

DECREASED

Shares149,380 from 157,480

Change-8,100 (-5%)

Value$2.7K (-$2.3M)

Filed 2026-10-22

Perkins Capital Management Inc

DECREASED

Shares108,040 from 110,040

Change-2,000 (-2%)

Value$2.0M (+$378.1K)

Filed 2026-11-02

Hussman Strategic Advisors, Inc.

NEW

Shares105,000

Change+105,000

Value$1.9M

Filed 2026-11-02

Thrivent Financial for Lutherans

DECREASED

Shares81,713 from 85,506

Change-3,793 (-4%)

Value$1.5K (-$1.2M)

Filed 2026-11-05

Creative Planning

INCREASED

Shares75,945 from 66,077

Change+9,868 (+15%)

Value$1.4M (+$430.3K)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

NEW

Shares70,955

Change+70,955

Value$1.3M

Filed 2026-11-05

Illinois Municipal Retirement Fund

INCREASED

Shares67,830 from 63,915

Change+3,915 (+6%)

Value$1.2M (+$312.8K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares54,700 from 57,100

Change-2,400 (-4%)

Value$1.0M (+$171.2K)

Filed 2026-10-20

Moody National Bank Trust Division

DECREASED

Shares50,345 from 58,975

Change-8,630 (-15%)

Value$924.3K (+$63.9K)

Filed 2026-10-06

Choreo, LLC

DECREASED

Shares48,927 from 60,940

Change-12,013 (-20%)

Value$898.3K (+$9.2K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares41,343 from 40,942

Change+401 (+1%)

Value$662.3K (+$84.6K)

Filed 2026-10-13

Silverberg Bernstein Capital Management LLC

DECREASED

Shares34,980 from 38,980

Change-4,000 (-10%)

Value$642.2K (+$73.5K)

Filed 2026-10-13

Arizona State Retirement System

DECREASED

Shares34,807 from 35,819

Change-1,012 (-3%)

Value$639.1K (+$116.5K)

Filed 2026-11-03

Inspire Investing, LLC

DECREASED

Shares34,344 from 47,107

Change-12,763 (-27%)

Value$630.6K (-$56.7K)

Filed 2026-10-22

Amalgamated Bank

DECREASED

Shares33,390 from 35,007

Change-1,617 (-5%)

Value$613 (-$510.4K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares33,075 from 35,263

Change-2,188 (-6%)

Value$607.3K (+$92.8K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares30,270 from 30,878

Change-608 (-2%)

Value$555.8K (+$105.2K)

Filed 2026-11-03

Highland Capital Management, LLC

NEW

Shares29,534

Change+29,534

Value$542.2K

Filed 2026-10-26

Oregon Public Employees Retirement Fund

DECREASED

Shares28,777 from 29,577

Change-800 (-3%)

Value$528.3K (+$96.8K)

Filed 2026-10-30

State of Alaska, Department of Revenue

DECREASED

Shares27,835 from 49,710

Change-21,875 (-44%)

Value$510 (-$723.5K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

NEW

Shares24,655

Change+24,655

Value$453

Filed 2026-11-02

Howland Capital Management LLC

UNCHANGED

Shares21,121 from 21,121

Change0 (0%)

Value$387.8K (+$79.6K)

Filed 2026-10-22

State of Wyoming

INCREASED

Shares20,267 from 19,811

Change+456 (+2%)

Value$372.1K (+$83.1K)

Filed 2026-10-28

First United Bank & Trust

DECREASED

Shares19,000 from 23,000

Change-4,000 (-17%)

Value$348.8K (+$13.3K)

Filed 2026-10-22

Pictet Asset Management Holding SA

DECREASED

Shares18,414 from 21,923

Change-3,509 (-16%)

Value$338.1K (+$18.2K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares17,792 from 18,759

Change-967 (-5%)

Value$326.7K (+$53.0K)

Filed 2026-10-29

Mutual of America Capital Management LLC

DECREASED

Shares14,660 from 14,913

Change-253 (-2%)

Value$269.2K (+$51.6K)

Filed 2026-10-23

Xponance LLC

DECREASED

Shares12,223 from 12,623

Change-400 (-3%)

Value$224.4K (+$40.2K)

Filed 2026-11-03

Perigon Wealth Management, LLC

INCREASED

Shares11,690 from 11,325

Change+365 (+3%)

Value$214.6K (+$49.4K)

Filed 2026-10-22

Atria Investments, Inc

NEW

Shares10,881

Change+10,881

Value$199.8K

Filed 2026-10-15

Caitong International Asset Management Co., Ltd

INCREASED

Shares9,134 from 66

Change+9,068 (+13739%)

Value$167.7K (+$166.7K)

Filed 2026-10-29

Holos Integrated Wealth LLC

UNCHANGED

Shares6,500 from 6,500

Change0 (0%)

Value$106.7K (+$12.5K)

Filed 2026-10-23

Simplex Trading, LLC

DECREASED

Shares5,970 from 54,589

Change-48,619 (-89%)

Value$109.6K (-$686.8K)

Filed 2026-11-04

CFG Wealth Management Services, Inc.

NEW

Shares5,473

Change+5,473

Value$97.3K

Filed 2026-10-21

KBC Group NV

DECREASED

Shares4,203 from 6,557

Change-2,354 (-36%)

Value$77 (-$95.9K)

Filed 2026-10-22

Assetmark, Inc

INCREASED

Shares3,841 from 2,650

Change+1,191 (+45%)

Value$70.5K (+$31.9K)

Filed 2026-10-21

Fulcrum Asset Management LLP

INCREASED

Shares3,398 from 128

Change+3,270 (+2555%)

Value$63.7K (+$61.9K)

Filed 2026-11-04

DekaBank Deutsche Girozentrale

NEW

Shares3,119

Change+3,119

Value$58

Filed 2026-10-27

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares2,906 from 2,822

Change+84 (+3%)

Value$53.4K (+$12.2K)

Filed 2026-10-27

Gamma Investing LLC

INCREASED

Shares2,782 from 2,138

Change+644 (+30%)

Value$51.1K (+$19.9K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares2,706 from 2,455

Change+251 (+10%)

Value$49.7K (+$13.9K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares2,699 from 2,697

Change+2 (+0%)

Value$49.6K (+$10.2K)

Filed 2026-10-20

Versant Capital Management, Inc

UNCHANGED

Shares1,708 from 1,708

Change0 (0%)

Value$31.4K (+$6.4K)

Filed 2026-10-02

Farther Finance Advisors, LLC

INCREASED

Shares1,701 from 784

Change+917 (+117%)

Value$31.2K (+$19.9K)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares1,576

Change+1,576

Value$28.9K

Filed 2026-10-21

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares1,469 from 1,469

Change0 (0%)

Value$27.0K (+$5.5K)

Filed 2026-10-27

SBI Securities Co., Ltd.

DECREASED

Shares1,254 from 1,344

Change-90 (-7%)

Value$23.0K (+$3.4K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares1,124 from 1,066

Change+58 (+5%)

Value$20.6K (+$5.1K)

Filed 2026-11-04

Essential Partners LLC

UNCHANGED

Shares1,119 from 1,119

Change0 (0%)

Value$20.5K (+$4.2K)

Filed 2026-10-14

Kelleher Financial Advisors

DECREASED

Shares1,000 from 2,000

Change-1,000 (-50%)

Value$18.4K (-$10.8K)

Filed 2026-10-30

Parallel Advisors, LLC

NEW

Shares983

Change+983

Value$18.0K

Filed 2026-11-03

Fortitude Family Office, LLC

INCREASED

Shares979 from 60

Change+919 (+1532%)

Value$18.0K (+$17.1K)

Filed 2026-10-14

Salomon & Ludwin, LLC

UNCHANGED

Shares904 from 904

Change0 (0%)

Value$16.6K (+$3.1K)

Filed 2026-10-29

Ascentis Wealth Management, LLC

NEW

Shares773

Change+773

Value$14.2K

Filed 2026-11-03

First Horizon Corp

UNCHANGED

Shares737 from 737

Change0 (0%)

Value$13.5K (+$2.8K)

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares733 from 733

Change0 (0%)

Value$13.5K (+$2.8K)

Filed 2026-10-16

Strs Ohio

NEW

Shares600

Change+600

Value$11.0K

Filed 2026-10-30

Bayforest Capital Ltd

NEW

Shares569

Change+569

Value$10.4K

Filed 2026-11-03

Wolverine Asset Management LLC

NEW

Shares560

Change+560

Value$10.3K

Filed 2026-11-02

Owl Creek Wealth Partners LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$9.2K (+$1.9K)

Filed 2026-10-20

SJS Investment Consulting Inc.

UNCHANGED

Shares480 from 480

Change0 (0%)

Value$8.8K (+$1.8K)

Filed 2026-10-26

Miller Global Investments, LLC

UNCHANGED

Shares457 from 457

Change0 (0%)

Value$8.4K (+$1.7K)

Filed 2026-10-02

US Bancorp \de\

DECREASED

Shares332 from 587

Change-255 (-43%)

Value$6.1K (-$2.5K)

Filed 2026-11-05

Private Wealth Management Group, LLC

UNCHANGED

Shares329 from 329

Change0 (0%)

Value$6.0K (+$1.2K)

Filed 2026-10-19

Elyxium Wealth, LLC

NEW

Shares322

Change+322

Value$5.9K

Filed 2026-10-27

Parkside Financial Bank & Trust

INCREASED

Shares306 from 126

Change+180 (+143%)

Value$5.6K (+$3.8K)

Filed 2026-10-27

Provenance Wealth Advisors, LLC

NEW

Shares285

Change+285

Value$5.2K

Filed 2026-10-30

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares239 from 338

Change-99 (-29%)

Value$4.4K (-$543)

Filed 2026-10-05

Grove Bank & Trust

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$3.7K (+$754)

Filed 2026-10-08

Farmers & Merchants Investments Inc

INCREASED

Shares131 from 95

Change+36 (+38%)

Value$2.4K (+$1.0K)

Filed 2026-10-22

Signaturefd, LLC

INCREASED

Shares129 from 102

Change+27 (+26%)

Value$2.4K (+$880)

Filed 2026-10-23

Physician Wealth Advisors, Inc.

UNCHANGED

Shares112 from 112

Change0 (0%)

Value$2.1K (+$422)

Filed 2026-10-20

Clark Wealth Partners

NEW

Shares108

Change+108

Value$2.0K

Filed 2026-10-19

Arlington Trust Co LLC

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$2.0K (+$407)

Filed 2026-10-20

True Wealth Design, LLC

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$1.8K (+$370)

Filed 2026-10-13

Larson Financial Group LLC

INCREASED

Shares95 from 34

Change+61 (+179%)

Value$1.7K (+$1.2K)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

INCREASED

Shares82 from 28

Change+54 (+193%)

Value$1.5K (+$1.1K)

Filed 2026-11-05

Aspect Partners, LLC

INCREASED

Shares81 from 77

Change+4 (+5%)

Value$1.5K (+$364)

Filed 2026-10-20

Creative Financial Designs Inc

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$1.5K (+$302)

Filed 2026-11-04

UMB Private Wealth Management, LLC

NEW

Shares54

Change+54

Value$991

Filed 2026-10-19

Spire Wealth Management

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$936 (+$192)

Filed 2026-10-30

Beutel, Goodman & Co Ltd.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$0 ($0)

Filed 2026-11-04

Markowski Investments

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$845 (+$174)

Filed 2026-10-30

Bell Investment Advisors, Inc

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$790 (+$162)

Filed 2026-10-29

Valley National Advisers Inc

NEW

Shares23

Change+23

Value$423

Filed 2026-10-23

Covestor Ltd

DECREASED

Shares21 from 51

Change-30 (-59%)

Value$0 (-$1)

Filed 2026-10-30

JFS Wealth Advisors, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$368 (+$76)

Filed 2026-11-03

Gilpin Wealth Management, LLC

INCREASED

Shares13 from 8

Change+5 (+63%)

Value$239 (+$122)

Filed 2026-10-09

Abound Wealth Management

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$166 (+$34)

Filed 2026-10-26

Financial Consulate, Inc

NEW

Shares7

Change+7

Value$129

Filed 2026-10-23

Davis Capital Management

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$129 (+$27)

Filed 2026-10-08

MFG Wealth Management, Inc.

CLOSED

Shares0 from 83,462

Change-83,462 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-09

Burkett Financial Services, LLC

CLOSED

Shares0 from 2,821

Change-2,821 (-100%)

Value$0 (-$41.2K)

Filed 2026-10-01

Gill Capital Partners, LLC

CLOSED

Shares0 from 345

Change-345 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-13

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 74

Change-74 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 20,868,362

Change-20,868,362 (-100%)

Value—

First Light Asset Management, LLC

N/A

Shares— from 12,279,523

Change-12,279,523 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 10,113,261

Change-10,113,261 (-100%)

Value—

Greenhouse Funds Lllp

N/A

Shares— from 8,574,210

Change-8,574,210 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 8,061,362

Change-8,061,362 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 5,763,017

Change-5,763,017 (-100%)

Value—

State Street Corp

N/A

Shares— from 5,363,784

Change-5,363,784 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 5,037,787

Change-5,037,787 (-100%)

Value—

Braidwell LP

N/A

Shares— from 4,918,202

Change-4,918,202 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 4,342,883

Change-4,342,883 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 3,428,123

Change-3,428,123 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 3,079,542

Change-3,079,542 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 2,537,717

Change-2,537,717 (-100%)

Value—

Driehaus Capital Management LLC

N/A

Shares— from 2,508,845

Change-2,508,845 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 2,436,329

Change-2,436,329 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 2,391,784

Change-2,391,784 (-100%)

Value—

American Capital Management Inc

N/A

Shares— from 2,237,707

Change-2,237,707 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 2,194,758

Change-2,194,758 (-100%)

Value—

Samlyn Capital, LLC

N/A

Shares— from 2,131,337

Change-2,131,337 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 2,129,421

Change-2,129,421 (-100%)

Value—

Aberdeen Group plc

N/A

Shares— from 1,931,525

Change-1,931,525 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,898,128

Change-1,898,128 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,566,760

Change-1,566,760 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,539,181

Change-1,539,181 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 1,517,586

Change-1,517,586 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,216,358

Change-1,216,358 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,212,407

Change-1,212,407 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 1,086,396

Change-1,086,396 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 869,475

Change-869,475 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 832,715

Change-832,715 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 802,597

Change-802,597 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 612,534

Change-612,534 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 600,038

Change-600,038 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 581,091

Change-581,091 (-100%)

Value—

UBS Group AG

N/A

Shares— from 575,166

Change-575,166 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 537,487

Change-537,487 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 447,330

Change-447,330 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 435,783

Change-435,783 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 423,050

Change-423,050 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 357,728

Change-357,728 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 317,057

Change-317,057 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 316,935

Change-316,935 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 307,721

Change-307,721 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 295,922

Change-295,922 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 285,919

Change-285,919 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 272,413

Change-272,413 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 264,592

Change-264,592 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 260,500

Change-260,500 (-100%)

Value—

Susquehanna Advisors Group, Inc.

N/A

Shares— from 258,400

Change-258,400 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 252,235

Change-252,235 (-100%)

Value—

Bullseye Asset Management LLC

N/A

Shares— from 238,443

Change-238,443 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 236,839

Change-236,839 (-100%)

Value—

FMR LLC

N/A

Shares— from 234,150

Change-234,150 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 222,036

Change-222,036 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 214,449

Change-214,449 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 191,496

Change-191,496 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 172,040

Change-172,040 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 160,340

Change-160,340 (-100%)

Value—

White Pine Capital LLC

N/A

Shares— from 148,539

Change-148,539 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 145,254

Change-145,254 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 141,611

Change-141,611 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 138,305

Change-138,305 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 136,200

Change-136,200 (-100%)

Value—

Steelhead Partners LLC

N/A

Shares— from 129,200

Change-129,200 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 122,540

Change-122,540 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 115,488

Change-115,488 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 109,500

Change-109,500 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 107,700

Change-107,700 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 104,476

Change-104,476 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 101,235

Change-101,235 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 96,885

Change-96,885 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 96,318

Change-96,318 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 96,186

Change-96,186 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 87,675

Change-87,675 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 86,132

Change-86,132 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 76,785

Change-76,785 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 76,587

Change-76,587 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 72,653

Change-72,653 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 71,242

Change-71,242 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 66,283

Change-66,283 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 65,965

Change-65,965 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 64,795

Change-64,795 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 63,379

Change-63,379 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 63,231

Change-63,231 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 60,615

Change-60,615 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 60,110

Change-60,110 (-100%)

Value—

Commerce Bank

N/A

Shares— from 58,063

Change-58,063 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 56,533

Change-56,533 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 53,880

Change-53,880 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 53,100

Change-53,100 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 50,793

Change-50,793 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 46,865

Change-46,865 (-100%)

Value—

Alamea Verwaltungs GmbH

N/A

Shares— from 46,861

Change-46,861 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 46,710

Change-46,710 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 46,228

Change-46,228 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 45,196

Change-45,196 (-100%)

Value—

F/m Investments LLC

N/A

Shares— from 43,554

Change-43,554 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 43,554

Change-43,554 (-100%)

Value—

Barclays PLC

N/A

Shares— from 43,480

Change-43,480 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 40,266

Change-40,266 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 39,788

Change-39,788 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 39,455

Change-39,455 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 39,091

Change-39,091 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 36,370

Change-36,370 (-100%)

Value—

Amundi

N/A

Shares— from 36,162

Change-36,162 (-100%)

Value—

Seven Grand Managers, LLC

N/A

Shares— from 35,307

Change-35,307 (-100%)

Value—

Massar Capital Management, LP

N/A

Shares— from 33,438

Change-33,438 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 33,291

Change-33,291 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 33,108

Change-33,108 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 33,012

Change-33,012 (-100%)

Value—

Blair William & Co

N/A

Shares— from 32,622

Change-32,622 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 32,376

Change-32,376 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 31,457

Change-31,457 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 27,500

Change-27,500 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 27,149

Change-27,149 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 27,052

Change-27,052 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 26,110

Change-26,110 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 26,051

Change-26,051 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 25,575

Change-25,575 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 24,990

Change-24,990 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 24,338

Change-24,338 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 23,869

Change-23,869 (-100%)

Value—

Dana Investment Advisors, Inc.

N/A

Shares— from 23,600

Change-23,600 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 21,682

Change-21,682 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 20,361

Change-20,361 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 20,280

Change-20,280 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 19,541

Change-19,541 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 19,500

Change-19,500 (-100%)

Value—

Maryland State Retirement & Pension System

N/A

Shares— from 18,751

Change-18,751 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 18,408

Change-18,408 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 18,208

Change-18,208 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 17,257

Change-17,257 (-100%)

Value—

Man Group plc

N/A

Shares— from 16,968

Change-16,968 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 16,960

Change-16,960 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 16,486

Change-16,486 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 16,267

Change-16,267 (-100%)

Value—

Stephens Inc

N/A

Shares— from 16,244

Change-16,244 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 15,750

Change-15,750 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 15,315

Change-15,315 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 15,182

Change-15,182 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 13,121

Change-13,121 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 12,400

Change-12,400 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 11,975

Change-11,975 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 11,947

Change-11,947 (-100%)

Value—

Allstate Corp

N/A

Shares— from 11,649

Change-11,649 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 11,615

Change-11,615 (-100%)

Value—

Jefferies Financial Group Inc.

N/A

Shares— from 11,100

Change-11,100 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 11,057

Change-11,057 (-100%)

Value—

Gambit Capital Management, LLC

N/A

Shares— from 11,039

Change-11,039 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 10,962

Change-10,962 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,393

Change-10,393 (-100%)

Value—

Soleus Capital Management, L.P.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 9,312

Change-9,312 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 8,990

Change-8,990 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 8,568

Change-8,568 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8,402

Change-8,402 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 4,132

Change-4,132 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 3,122

Change-3,122 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 2,429

Change-2,429 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 2,225

Change-2,225 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 1,904

Change-1,904 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,507

Change-1,507 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,406

Change-1,406 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,370

Change-1,370 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,353

Change-1,353 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 762

Change-762 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 690

Change-690 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 583

Change-583 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 502

Change-502 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 486

Change-486 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 190

Change-190 (-100%)

Value—

Natixis

N/A

Shares— from 150

Change-150 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

Rogco, LP

N/A

Shares— from 30

Change-30 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 20

Change-20 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 16

Change-16 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 4

Change-4 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,590,055	2,399,411	+190,644	+8%	$35.0M	$47.6M	+$12.6M	2026-11-04
Citigroup Inc	INCREASED	926,411	668,178	+258,233	+39%	$9.7M	$17.0M	+$7.3M	2026-11-04
Principal Financial Group Inc	INCREASED	823,247	629,826	+193,421	+31%	$9.2M	$15.1M	+$5.9M	2026-11-02
Bank of New York Mellon Corp	DECREASED	715,139	736,368	-21,229	-3%	$10.7M	$13.1M	+$2.4M	2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	NEW	619,819	—	+619,819	—	—	$11.4M	—	2026-10-22
Granite Investment Partners, LLC	DECREASED	274,350	355,141	-80,791	-23%	$5.2M	$5.0M	-$144.4K	2026-11-04
Harbor Capital Advisors, Inc.	DECREASED	174,981	223,846	-48,865	-22%	$3.3M	$3.2K	-$3.3M	2026-10-22
New York State Teachers Retirement System	DECREASED	149,380	157,480	-8,100	-5%	$2.3M	$2.7K	-$2.3M	2026-10-22
Perkins Capital Management Inc	DECREASED	108,040	110,040	-2,000	-2%	$1.6M	$2.0M	+$378.1K	2026-11-02
Hussman Strategic Advisors, Inc.	NEW	105,000	—	+105,000	—	—	$1.9M	—	2026-11-02
Thrivent Financial for Lutherans	DECREASED	81,713	85,506	-3,793	-4%	$1.2M	$1.5K	-$1.2M	2026-11-05
Creative Planning	INCREASED	75,945	66,077	+9,868	+15%	$964.1K	$1.4M	+$430.3K	2026-11-02
State of New Jersey Common Pension Fund D	NEW	70,955	—	+70,955	—	—	$1.3M	—	2026-11-05
Illinois Municipal Retirement Fund	INCREASED	67,830	63,915	+3,915	+6%	$932.5K	$1.2M	+$312.8K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	54,700	57,100	-2,400	-4%	$833.1K	$1.0M	+$171.2K	2026-10-20
Moody National Bank Trust Division	DECREASED	50,345	58,975	-8,630	-15%	$860.4K	$924.3K	+$63.9K	2026-10-06
Choreo, LLC	DECREASED	48,927	60,940	-12,013	-20%	$889.1K	$898.3K	+$9.2K	2026-10-28
Wealth Enhancement Advisory Services, LLC	INCREASED	41,343	40,942	+401	+1%	$577.7K	$662.3K	+$84.6K	2026-10-13
Silverberg Bernstein Capital Management LLC	DECREASED	34,980	38,980	-4,000	-10%	$568.7K	$642.2K	+$73.5K	2026-10-13
Arizona State Retirement System	DECREASED	34,807	35,819	-1,012	-3%	$522.6K	$639.1K	+$116.5K	2026-11-03
Inspire Investing, LLC	DECREASED	34,344	47,107	-12,763	-27%	$687.3K	$630.6K	-$56.7K	2026-10-22
Amalgamated Bank	DECREASED	33,390	35,007	-1,617	-5%	$511.0K	$613	-$510.4K	2026-10-23
Yousif Capital Management, LLC	DECREASED	33,075	35,263	-2,188	-6%	$514.5K	$607.3K	+$92.8K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	30,270	30,878	-608	-2%	$450.5K	$555.8K	+$105.2K	2026-11-03
Highland Capital Management, LLC	NEW	29,534	—	+29,534	—	—	$542.2K	—	2026-10-26
Oregon Public Employees Retirement Fund	DECREASED	28,777	29,577	-800	-3%	$431.5K	$528.3K	+$96.8K	2026-10-30
State of Alaska, Department of Revenue	DECREASED	27,835	49,710	-21,875	-44%	$724.0K	$510	-$723.5K	2026-10-15
Cambridge Investment Research Advisors, Inc.	NEW	24,655	—	+24,655	—	—	$453	—	2026-11-02
Howland Capital Management LLC	UNCHANGED	21,121	21,121	0	0%	$308.2K	$387.8K	+$79.6K	2026-10-22
State of Wyoming	INCREASED	20,267	19,811	+456	+2%	$289.0K	$372.1K	+$83.1K	2026-10-28
First United Bank & Trust	DECREASED	19,000	23,000	-4,000	-17%	$335.6K	$348.8K	+$13.3K	2026-10-22
Pictet Asset Management Holding SA	DECREASED	18,414	21,923	-3,509	-16%	$319.9K	$338.1K	+$18.2K	2026-11-03
ProShare Advisors LLC	DECREASED	17,792	18,759	-967	-5%	$273.7K	$326.7K	+$53.0K	2026-10-29
Mutual of America Capital Management LLC	DECREASED	14,660	14,913	-253	-2%	$217.6K	$269.2K	+$51.6K	2026-10-23
Xponance LLC	DECREASED	12,223	12,623	-400	-3%	$184.2K	$224.4K	+$40.2K	2026-11-03
Perigon Wealth Management, LLC	INCREASED	11,690	11,325	+365	+3%	$165.2K	$214.6K	+$49.4K	2026-10-22
Atria Investments, Inc	NEW	10,881	—	+10,881	—	—	$199.8K	—	2026-10-15
Caitong International Asset Management Co., Ltd	INCREASED	9,134	66	+9,068	+13739%	$963	$167.7K	+$166.7K	2026-10-29
Holos Integrated Wealth LLC	UNCHANGED	6,500	6,500	0	0%	$94.3K	$106.7K	+$12.5K	2026-10-23
Simplex Trading, LLC	DECREASED	5,970	54,589	-48,619	-89%	$796.5K	$109.6K	-$686.8K	2026-11-04
CFG Wealth Management Services, Inc.	NEW	5,473	—	+5,473	—	—	$97.3K	—	2026-10-21
KBC Group NV	DECREASED	4,203	6,557	-2,354	-36%	$96.0K	$77	-$95.9K	2026-10-22
Assetmark, Inc	INCREASED	3,841	2,650	+1,191	+45%	$38.7K	$70.5K	+$31.9K	2026-10-21
Fulcrum Asset Management LLP	INCREASED	3,398	128	+3,270	+2555%	$1.8K	$63.7K	+$61.9K	2026-11-04
DekaBank Deutsche Girozentrale	NEW	3,119	—	+3,119	—	—	$58	—	2026-10-27
Pinnacle Wealth Planning Services, Inc.	INCREASED	2,906	2,822	+84	+3%	$41.2K	$53.4K	+$12.2K	2026-10-27
Gamma Investing LLC	INCREASED	2,782	2,138	+644	+30%	$31.2K	$51.1K	+$19.9K	2026-10-08
Sterling Capital Management LLC	INCREASED	2,706	2,455	+251	+10%	$35.8K	$49.7K	+$13.9K	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	2,699	2,697	+2	+0%	$39.3K	$49.6K	+$10.2K	2026-10-20
Versant Capital Management, Inc	UNCHANGED	1,708	1,708	0	0%	$24.9K	$31.4K	+$6.4K	2026-10-02
Farther Finance Advisors, LLC	INCREASED	1,701	784	+917	+117%	$11.4K	$31.2K	+$19.9K	2026-10-08
Root Financial Partners, LLC	NEW	1,576	—	+1,576	—	—	$28.9K	—	2026-10-21
Cassaday & Co Wealth Management LLC	UNCHANGED	1,469	1,469	0	0%	$21.4K	$27.0K	+$5.5K	2026-10-27
SBI Securities Co., Ltd.	DECREASED	1,254	1,344	-90	-7%	$19.6K	$23.0K	+$3.4K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	1,124	1,066	+58	+5%	$15.6K	$20.6K	+$5.1K	2026-11-04
Essential Partners LLC	UNCHANGED	1,119	1,119	0	0%	$16.3K	$20.5K	+$4.2K	2026-10-14
Kelleher Financial Advisors	DECREASED	1,000	2,000	-1,000	-50%	$29.2K	$18.4K	-$10.8K	2026-10-30
Parallel Advisors, LLC	NEW	983	—	+983	—	—	$18.0K	—	2026-11-03
Fortitude Family Office, LLC	INCREASED	979	60	+919	+1532%	$875	$18.0K	+$17.1K	2026-10-14
Salomon & Ludwin, LLC	UNCHANGED	904	904	0	0%	$13.5K	$16.6K	+$3.1K	2026-10-29
Ascentis Wealth Management, LLC	NEW	773	—	+773	—	—	$14.2K	—	2026-11-03
First Horizon Corp	UNCHANGED	737	737	0	0%	$10.8K	$13.5K	+$2.8K	2026-10-26
IFP Advisors, Inc	UNCHANGED	733	733	0	0%	$10.7K	$13.5K	+$2.8K	2026-10-16
Strs Ohio	NEW	600	—	+600	—	—	$11.0K	—	2026-10-30
Bayforest Capital Ltd	NEW	569	—	+569	—	—	$10.4K	—	2026-11-03
Wolverine Asset Management LLC	NEW	560	—	+560	—	—	$10.3K	—	2026-11-02
Owl Creek Wealth Partners LLC	UNCHANGED	500	500	0	0%	$7.3K	$9.2K	+$1.9K	2026-10-20
SJS Investment Consulting Inc.	UNCHANGED	480	480	0	0%	$7.0K	$8.8K	+$1.8K	2026-10-26
Miller Global Investments, LLC	UNCHANGED	457	457	0	0%	$6.7K	$8.4K	+$1.7K	2026-10-02
US Bancorp \de\	DECREASED	332	587	-255	-43%	$8.6K	$6.1K	-$2.5K	2026-11-05
Private Wealth Management Group, LLC	UNCHANGED	329	329	0	0%	$4.8K	$6.0K	+$1.2K	2026-10-19
Elyxium Wealth, LLC	NEW	322	—	+322	—	—	$5.9K	—	2026-10-27
Parkside Financial Bank & Trust	INCREASED	306	126	+180	+143%	$1.8K	$5.6K	+$3.8K	2026-10-27
Provenance Wealth Advisors, LLC	NEW	285	—	+285	—	—	$5.2K	—	2026-10-30
MassMutual Private Wealth & Trust, FSB	DECREASED	239	338	-99	-29%	$4.9K	$4.4K	-$543	2026-10-05
Grove Bank & Trust	UNCHANGED	200	200	0	0%	$2.9K	$3.7K	+$754	2026-10-08
Farmers & Merchants Investments Inc	INCREASED	131	95	+36	+38%	$1.4K	$2.4K	+$1.0K	2026-10-22
Signaturefd, LLC	INCREASED	129	102	+27	+26%	$1.5K	$2.4K	+$880	2026-10-23
Physician Wealth Advisors, Inc.	UNCHANGED	112	112	0	0%	$1.6K	$2.1K	+$422	2026-10-20
Clark Wealth Partners	NEW	108	—	+108	—	—	$2.0K	—	2026-10-19
Arlington Trust Co LLC	UNCHANGED	108	108	0	0%	$1.6K	$2.0K	+$407	2026-10-20
True Wealth Design, LLC	UNCHANGED	98	98	0	0%	$1.4K	$1.8K	+$370	2026-10-13
Larson Financial Group LLC	INCREASED	95	34	+61	+179%	$496	$1.7K	+$1.2K	2026-11-05
Silver Grove Financial Group, Inc.	INCREASED	82	28	+54	+193%	$409	$1.5K	+$1.1K	2026-11-05
Aspect Partners, LLC	INCREASED	81	77	+4	+5%	$1.1K	$1.5K	+$364	2026-10-20
Creative Financial Designs Inc	UNCHANGED	80	80	0	0%	$1.2K	$1.5K	+$302	2026-11-04
UMB Private Wealth Management, LLC	NEW	54	—	+54	—	—	$991	—	2026-10-19
Spire Wealth Management	UNCHANGED	51	51	0	0%	$744	$936	+$192	2026-10-30
Beutel, Goodman & Co Ltd.	UNCHANGED	50	50	0	0%	$0	$0	$0	2026-11-04
Markowski Investments	UNCHANGED	46	46	0	0%	$671	$845	+$174	2026-10-30
Bell Investment Advisors, Inc	UNCHANGED	43	43	0	0%	$628	$790	+$162	2026-10-29
Valley National Advisers Inc	NEW	23	—	+23	—	—	$423	—	2026-10-23
Covestor Ltd	DECREASED	21	51	-30	-59%	$1	$0	-$1	2026-10-30
JFS Wealth Advisors, LLC	UNCHANGED	20	20	0	0%	$292	$368	+$76	2026-11-03
Gilpin Wealth Management, LLC	INCREASED	13	8	+5	+63%	$117	$239	+$122	2026-10-09
Abound Wealth Management	UNCHANGED	9	9	0	0%	$132	$166	+$34	2026-10-26
Financial Consulate, Inc	NEW	7	—	+7	—	—	$129	—	2026-10-23
Davis Capital Management	UNCHANGED	7	7	0	0%	$102	$129	+$27	2026-10-08
MFG Wealth Management, Inc.	CLOSED	0	83,462	-83,462	-100%	$1.2M	$0	-$1.2M	2026-10-09
Burkett Financial Services, LLC	CLOSED	0	2,821	-2,821	-100%	$41.2K	$0	-$41.2K	2026-10-01
Gill Capital Partners, LLC	CLOSED	0	345	-345	-100%	$5.0K	$0	-$5.0K	2026-10-13
Wealth Enhancement Trust Services, Inc.	CLOSED	0	74	-74	-100%	$1.1K	$0	-$1.1K	2026-10-07
BlackRock, Inc.	N/A	—	20,868,362	-20,868,362	-100%	$304.5M	—	—	—
First Light Asset Management, LLC	N/A	—	12,279,523	-12,279,523	-100%	$179.2M	—	—	—
First Trust Advisors LP	N/A	—	10,113,261	-10,113,261	-100%	$147.6M	—	—	—
Greenhouse Funds Lllp	N/A	—	8,574,210	-8,574,210	-100%	$125.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	8,061,362	-8,061,362	-100%	$117.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	5,763,017	-5,763,017	-100%	$84.1M	—	—	—
State Street Corp	N/A	—	5,363,784	-5,363,784	-100%	$78.3M	—	—	—
Nomura Asset Management International Inc.	N/A	—	5,037,787	-5,037,787	-100%	$73.5M	—	—	—
Braidwell LP	N/A	—	4,918,202	-4,918,202	-100%	$71.8M	—	—	—
Schroder Investment Management Group	N/A	—	4,342,883	-4,342,883	-100%	$61.9M	—	—	—
Geode Capital Management, LLC	N/A	—	3,428,123	-3,428,123	-100%	$50.0M	—	—	—
Millennium Management LLC	N/A	—	3,079,542	-3,079,542	-100%	$44.9M	—	—	—
Loomis Sayles & Co L P	N/A	—	2,537,717	-2,537,717	-100%	$37.0M	—	—	—
Driehaus Capital Management LLC	N/A	—	2,508,845	-2,508,845	-100%	$36.6M	—	—	—
Bank of America Corp	N/A	—	2,436,329	-2,436,329	-100%	$35.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	2,391,784	-2,391,784	-100%	$34.9M	—	—	—
American Capital Management Inc	N/A	—	2,237,707	-2,237,707	-100%	$32.6M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	2,194,758	-2,194,758	-100%	$32.0M	—	—	—
Samlyn Capital, LLC	N/A	—	2,131,337	-2,131,337	-100%	$31.1M	—	—	—
GW&K Investment Management, LLC	N/A	—	2,129,421	-2,129,421	-100%	$31.1M	—	—	—
Aberdeen Group plc	N/A	—	1,931,525	-1,931,525	-100%	$28.2M	—	—	—
Morgan Stanley	N/A	—	1,898,128	-1,898,128	-100%	$27.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,566,760	-1,566,760	-100%	$22.9M	—	—	—
Northern Trust Corp	N/A	—	1,539,181	-1,539,181	-100%	$22.5M	—	—	—
Glenmede Trust Co NA	N/A	—	1,517,586	-1,517,586	-100%	$22.1M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	1,216,358	-1,216,358	-100%	$17.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,212,407	-1,212,407	-100%	$17.7M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	1,086,396	-1,086,396	-100%	$15.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	869,475	-869,475	-100%	$12.7M	—	—	—
AQR Capital Management LLC	N/A	—	832,715	-832,715	-100%	$12.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	802,597	-802,597	-100%	$11.7M	—	—	—
HighMark Wealth Management LLC	N/A	—	612,534	-612,534	-100%	$8.9M	—	—	—
Invesco Ltd.	N/A	—	600,038	-600,038	-100%	$8.8M	—	—	—
JPMorgan Chase & Co	N/A	—	581,091	-581,091	-100%	$8.4M	—	—	—
UBS Group AG	N/A	—	575,166	-575,166	-100%	$8.4M	—	—	—
Jupiter Asset Management LTD	N/A	—	537,487	-537,487	-100%	$7.8M	—	—	—
Public Sector Pension Investment Board	N/A	—	447,330	-447,330	-100%	$6.5M	—	—	—
Trexquant Investment LP	N/A	—	435,783	-435,783	-100%	$6.4M	—	—	—
Nuveen, LLC	N/A	—	423,050	-423,050	-100%	$6.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	357,728	-357,728	-100%	$5.2M	—	—	—
Ameriprise Financial Inc	N/A	—	317,057	-317,057	-100%	$4.6M	—	—	—
Rhumbline Advisers	N/A	—	316,935	-316,935	-100%	$4.6M	—	—	—
SG Americas Securities, LLC	N/A	—	307,721	-307,721	-100%	$4.5M	—	—	—
Legal & General Group Plc	N/A	—	295,922	-295,922	-100%	$4.3M	—	—	—
Weiss Asset Management LP	N/A	—	285,919	-285,919	-100%	$4.2M	—	—	—
SEI Investments Co	N/A	—	272,413	-272,413	-100%	$4.0M	—	—	—
Wells Fargo & Company	N/A	—	264,592	-264,592	-100%	$3.9M	—	—	—
Swiss National Bank	N/A	—	260,500	-260,500	-100%	$3.8M	—	—	—
Susquehanna Advisors Group, Inc.	N/A	—	258,400	-258,400	-100%	$3.8M	—	—	—
State of Wisconsin Investment Board	N/A	—	252,235	-252,235	-100%	$3.7M	—	—	—
Bullseye Asset Management LLC	N/A	—	238,443	-238,443	-100%	$3.5M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	236,839	-236,839	-100%	$3.5M	—	—	—
FMR LLC	N/A	—	234,150	-234,150	-100%	$3.4M	—	—	—
Squarepoint Ops LLC	N/A	—	222,036	-222,036	-100%	$3.2M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	214,449	-214,449	-100%	$3.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	191,496	-191,496	-100%	$2.8M	—	—	—
Federated Hermes, Inc.	N/A	—	172,040	-172,040	-100%	$2.5M	—	—	—
Alliancebernstein L.P.	N/A	—	160,340	-160,340	-100%	$1.2M	—	—	—
White Pine Capital LLC	N/A	—	148,539	-148,539	-100%	$2.2M	—	—	—
California State Teachers Retirement System	N/A	—	145,254	-145,254	-100%	$2.1M	—	—	—
Deutsche Bank Ag\	N/A	—	141,611	-141,611	-100%	$2.1M	—	—	—
Prudential Financial Inc	N/A	—	138,305	-138,305	-100%	$2.0M	—	—	—
American Century Companies Inc	N/A	—	136,200	-136,200	-100%	$2.0M	—	—	—
Steelhead Partners LLC	N/A	—	129,200	-129,200	-100%	$1.9M	—	—	—
BNP Paribas Financial Markets	N/A	—	122,540	-122,540	-100%	$1.8M	—	—	—
Franklin Resources Inc	N/A	—	115,488	-115,488	-100%	$1.7M	—	—	—
Gabelli Funds LLC	N/A	—	109,500	-109,500	-100%	$1.6M	—	—	—
Aristeia Capital, L.L.C.	N/A	—	107,700	-107,700	-100%	$1.6M	—	—	—
IEQ Capital, LLC	N/A	—	104,476	-104,476	-100%	$1.5M	—	—	—
Verition Fund Management LLC	N/A	—	101,235	-101,235	-100%	$1.5M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	100,000	-100,000	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	96,885	-96,885	-100%	$1.4M	—	—	—
Canada Life Assurance Co	N/A	—	96,318	-96,318	-100%	$1.4M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	96,186	-96,186	-100%	$1.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	87,675	-87,675	-100%	$1.3M	—	—	—
Curi Capital, LLC	N/A	—	86,132	-86,132	-100%	$1.3M	—	—	—
MetLife Investment Management, LLC	N/A	—	76,785	-76,785	-100%	$1.1M	—	—	—
Mariner, LLC	N/A	—	76,587	-76,587	-100%	$1.1M	—	—	—
Raymond James Financial Inc	N/A	—	72,653	-72,653	-100%	$1.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	71,242	-71,242	-100%	$1.0M	—	—	—
Russell Investments Group, Ltd.	N/A	—	66,283	-66,283	-100%	$967.1K	—	—	—
Voya Investment Management LLC	N/A	—	65,965	-65,965	-100%	$962.4K	—	—	—
Quantinno Capital Management LP	N/A	—	64,795	-64,795	-100%	$945.4K	—	—	—
Winton Group Ltd	N/A	—	63,379	-63,379	-100%	$924.7K	—	—	—
Quantbot Technologies LP	N/A	—	63,231	-63,231	-100%	$922.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	60,615	-60,615	-100%	$884.4K	—	—	—
Jupiter Topco LLC	N/A	—	60,110	-60,110	-100%	$876.7K	—	—	—
Commerce Bank	N/A	—	58,063	-58,063	-100%	$847.1K	—	—	—
Cerity Partners LLC	N/A	—	56,533	-56,533	-100%	$824.8K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	53,880	-53,880	-100%	$786.1K	—	—	—
Teton Advisors, LLC	N/A	—	53,100	-53,100	-100%	$774.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	50,793	-50,793	-100%	$741.1K	—	—	—
Bard Associates Inc	N/A	—	46,865	-46,865	-100%	$683.8K	—	—	—
Alamea Verwaltungs GmbH	N/A	—	46,861	-46,861	-100%	$683.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	46,710	-46,710	-100%	$681.5K	—	—	—
New York State Common Retirement Fund	N/A	—	46,228	-46,228	-100%	$674.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	45,196	-45,196	-100%	$659.4K	—	—	—
F/m Investments LLC	N/A	—	43,554	-43,554	-100%	$635.5K	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	43,554	-43,554	-100%	$635.5K	—	—	—
Barclays PLC	N/A	—	43,480	-43,480	-100%	$634.4K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	40,266	-40,266	-100%	$587.5K	—	—	—
Fiduciary Trust Co	N/A	—	39,788	-39,788	-100%	$580.5K	—	—	—
Two Sigma Investments, LP	N/A	—	39,455	-39,455	-100%	$575.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	39,091	-39,091	-100%	$570.3K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	36,370	-36,370	-100%	$530.6K	—	—	—
Amundi	N/A	—	36,162	-36,162	-100%	$527.6K	—	—	—
Seven Grand Managers, LLC	N/A	—	35,307	-35,307	-100%	$515.1K	—	—	—
Massar Capital Management, LP	N/A	—	33,438	-33,438	-100%	$487.9K	—	—	—
Fifth Third Bancorp	N/A	—	33,291	-33,291	-100%	$485.7K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	33,108	-33,108	-100%	$483.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	33,012	-33,012	-100%	$481.6K	—	—	—
Blair William & Co	N/A	—	32,622	-32,622	-100%	$476.0K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	32,376	-32,376	-100%	$472.0K	—	—	—
Round Rock Advisors LLC	N/A	—	31,457	-31,457	-100%	$459.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	27,500	-27,500	-100%	$401.2K	—	—	—
Captrust Financial Advisors	N/A	—	27,149	-27,149	-100%	$396.1K	—	—	—
Natixis Advisors, LLC	N/A	—	27,052	-27,052	-100%	$394.0K	—	—	—
Intech Investment Management LLC	N/A	—	26,110	-26,110	-100%	$380.9K	—	—	—
Quadrature Capital Ltd	N/A	—	26,051	-26,051	-100%	$380.1K	—	—	—
Peak6 LLC	N/A	—	25,575	-25,575	-100%	$373.1K	—	—	—
Holocene Advisors, LP	N/A	—	24,990	-24,990	-100%	$364.6K	—	—	—
Entropy Technologies, LP	N/A	—	24,338	-24,338	-100%	$355.1K	—	—	—
EntryPoint Capital, LLC	N/A	—	23,869	-23,869	-100%	$348.2K	—	—	—
Dana Investment Advisors, Inc.	N/A	—	23,600	-23,600	-100%	$344.3K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	21,682	-21,682	-100%	$316.3K	—	—	—
Victory Capital Management Inc	N/A	—	20,361	-20,361	-100%	$297.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	20,280	-20,280	-100%	$295.9K	—	—	—
Royal Bank of Canada	N/A	—	19,541	-19,541	-100%	$284.0K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	19,500	-19,500	-100%	$284.5K	—	—	—
Maryland State Retirement & Pension System	N/A	—	18,751	-18,751	-100%	$273.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	18,408	-18,408	-100%	$268.6K	—	—	—
Stifel Financial Corp	N/A	—	18,208	-18,208	-100%	$265.7K	—	—	—
Banque Cantonale Vaudoise	N/A	—	17,257	-17,257	-100%	$252.0K	—	—	—
Man Group plc	N/A	—	16,968	-16,968	-100%	$247.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	16,960	-16,960	-100%	$247.4K	—	—	—
Bank of Montreal	N/A	—	16,486	-16,486	-100%	$240.5K	—	—	—
MAI Capital Management	N/A	—	16,267	-16,267	-100%	$237.3K	—	—	—
Stephens Inc	N/A	—	16,244	-16,244	-100%	$237.0K	—	—	—
Moors & Cabot, Inc.	N/A	—	15,750	-15,750	-100%	$229.8K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	15,315	-15,315	-100%	$223.0K	—	—	—
LPL Financial LLC	N/A	—	15,182	-15,182	-100%	$221.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	13,121	-13,121	-100%	$185.9K	—	—	—
Canada Pension Plan Investment Board	N/A	—	12,400	-12,400	-100%	$180.9K	—	—	—
Cresset Asset Management, LLC	N/A	—	11,975	-11,975	-100%	$174.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	11,947	-11,947	-100%	$174.3K	—	—	—
Allstate Corp	N/A	—	11,649	-11,649	-100%	$170.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	11,615	-11,615	-100%	$169.5K	—	—	—
Jefferies Financial Group Inc.	N/A	—	11,100	-11,100	-100%	$161.9K	—	—	—
AE Wealth Management LLC	N/A	—	11,057	-11,057	-100%	$161.3K	—	—	—
Gambit Capital Management, LLC	N/A	—	11,039	-11,039	-100%	$161.1K	—	—	—
Guggenheim Capital LLC	N/A	—	10,962	-10,962	-100%	$159.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,393	-10,393	-100%	$151.6K	—	—	—
Soleus Capital Management, L.P.	N/A	—	10,000	-10,000	-100%	$145.9K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	9,312	-9,312	-100%	$135.9K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	8,990	-8,990	-100%	$131.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	8,568	-8,568	-100%	$125.0K	—	—	—
Arax Advisory Partners	N/A	—	8,402	-8,402	-100%	$122.6K	—	—	—
Allworth Financial LP	N/A	—	4,132	-4,132	-100%	$60.3K	—	—	—
Huntington National Bank	N/A	—	3,122	-3,122	-100%	$45.5K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	2,429	-2,429	-100%	$35.4K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	2,225	-2,225	-100%	$32.5K	—	—	—
Nykredit A/S	N/A	—	1,904	-1,904	-100%	$27.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,507	-1,507	-100%	$21.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,406	-1,406	-100%	$21	—	—	—
Harbour Investments, Inc.	N/A	—	1,370	-1,370	-100%	$20.0K	—	—	—
Rothschild Investment LLC	N/A	—	1,353	-1,353	-100%	$19.7K	—	—	—
Optiver Holding B.V.	N/A	—	762	-762	-100%	$11.1K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	690	-690	-100%	$10.1K	—	—	—
UMB Bank, n.a.	N/A	—	583	-583	-100%	$8.5K	—	—	—
National Bank of Canada	N/A	—	502	-502	-100%	$7.3K	—	—	—
Bessemer Group Inc	N/A	—	486	-486	-100%	$7	—	—	—
Global Retirement Partners, LLC	N/A	—	400	-400	-100%	$5.8K	—	—	—
Sachetta, LLC	N/A	—	190	-190	-100%	$2.8K	—	—	—
Natixis	N/A	—	150	-150	-100%	$2.2K	—	—	—
Clearstead Advisors, LLC	N/A	—	120	-120	-100%	$1.8K	—	—	—
Rogco, LP	N/A	—	30	-30	-100%	$438	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	20	-20	-100%	$290	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	16	-16	-100%	$233	—	—	—
Ankerstar Wealth, LLC	N/A	—	16	-16	-100%	$233	—	—	—
Evolution Advisers, Inc.	N/A	—	9	-9	-100%	$0	—	—	—
Financial Gravity Companies, Inc.	N/A	—	4	-4	-100%	$58	—	—	—
Toronto Dominion Bank	N/A	—	2	-2	-100%	$26	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$26	—	—	—

Showing 285 of 285 institutions