Novanta Inc (NOVT)

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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Aberdeen Group plc

NEW

Shares3,883,199

Change+3,883,199

Value$49.2M

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

DECREASED

Shares1,644,248 from 1,817,594

Change-173,346 (-10%)

Value$236.1M (-$61.5M)

Filed 2026-11-04

Wasatch Advisors LP

INCREASED

Shares1,052,110 from 759,992

Change+292,118 (+38%)

Value$149.6M (+$26.3M)

Filed 2026-10-13

Geode Capital Management, LLC

INCREASED

Shares1,028,497 from 987,728

Change+40,769 (+4%)

Value$146.3M (-$14.0M)

Filed 2026-11-06

Congress Asset Management Co

INCREASED

Shares979,842 from 973,767

Change+6,075 (+1%)

Value$139.3M (-$18.7M)

Filed 2026-10-06

Conestoga Capital Advisors, LLC

DECREASED

Shares832,212 from 1,217,963

Change-385,751 (-32%)

Value$118.3M (-$79.3M)

Filed 2026-11-02

William Blair Investment Management, LLC

DECREASED

Shares749,688 from 765,867

Change-16,179 (-2%)

Value$106.6M (-$17.7M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares687,166 from 665,515

Change+21,651 (+3%)

Value$97.7M (-$10.3M)

Filed 2026-11-04

Mawer Investment Management Ltd.

DECREASED

Shares522,373 from 589,573

Change-67,200 (-11%)

Value$74.3M (-$21.4M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares347,838 from 344,710

Change+3,128 (+1%)

Value$49.5M (-$6.5M)

Filed 2026-11-05

Exchange Traded Concepts, LLC

INCREASED

Shares245,642 from 232,383

Change+13,259 (+6%)

Value$34.9M (-$2.8M)

Filed 2026-10-28

Deutsche Bank Ag\

INCREASED

Shares185,145 from 92,408

Change+92,737 (+100%)

Value$26.3M (+$11.3M)

Filed 2026-11-06

Granite Investment Partners, LLC

DECREASED

Shares159,572 from 161,754

Change-2,182 (-1%)

Value$22.7M (-$3.6M)

Filed 2026-11-04

Principal Financial Group Inc

DECREASED

Shares131,507 from 223,515

Change-92,008 (-41%)

Value$18.7M (-$17.6M)

Filed 2026-11-02

Fenimore Asset Management Inc

INCREASED

Shares116,691 from 115,973

Change+718 (+1%)

Value$16.6M (-$2.2M)

Filed 2026-10-08

Thrivent Financial for Lutherans

INCREASED

Shares77,178 from 44,881

Change+32,297 (+72%)

Value$11.0K (-$7.3M)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares71,417 from 17,883

Change+53,534 (+299%)

Value$10.2M (+$7.3M)

Filed 2026-11-06

Mutual of America Capital Management LLC

DECREASED

Shares67,932 from 68,194

Change-262 (0%)

Value$9.7M (-$1.4M)

Filed 2026-10-23

Kornitzer Capital Management Inc

DECREASED

Shares59,255 from 60,035

Change-780 (-1%)

Value$8.4M (-$1.3M)

Filed 2026-11-03

Robeco Schweiz AG

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$7.1M (-$1.0M)

Filed 2026-10-23

Nicholas Company, Inc.

UNCHANGED

Shares48,020 from 48,020

Change0 (0%)

Value$6.8M (-$962.8K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares44,649 from 33,465

Change+11,184 (+33%)

Value$6.3M (+$919.3K)

Filed 2026-11-02

Retirement Systems of Alabama

INCREASED

Shares39,008 from 36,833

Change+2,175 (+6%)

Value$5.5M (-$429.2K)

Filed 2026-11-04

Summit Creek Advisors LLC

DECREASED

Shares35,508 from 39,140

Change-3,632 (-9%)

Value$5.0M (-$1.3M)

Filed 2026-11-03

Oppenheimer Asset Management Inc.

DECREASED

Shares34,740 from 35,729

Change-989 (-3%)

Value$4.9M (-$857.0K)

Filed 2026-10-27

Russell Investments Group, Ltd.

INCREASED

Shares33,437 from 27,735

Change+5,702 (+21%)

Value$4.8M (+$254.8K)

Filed 2026-11-06

Essex Investment Management Co LLC

INCREASED

Shares29,696 from 19,811

Change+9,885 (+50%)

Value$4.2M (+$1.0M)

Filed 2026-10-19

Harbor Capital Advisors, Inc.

INCREASED

Shares27,602 from 23,590

Change+4,012 (+17%)

Value$3.9K (-$3.8M)

Filed 2026-10-22

Moody Aldrich Partners LLC

INCREASED

Shares21,726 from 16,659

Change+5,067 (+30%)

Value$3.1M (+$386.5K)

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares19,424 from 33,449

Change-14,025 (-42%)

Value$2.8M (-$2.7M)

Filed 2026-11-04

Diversify Wealth Management, LLC

INCREASED

Shares19,097 from 17,392

Change+1,705 (+10%)

Value$2.6M (+$125.4K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares19,097 from 17,392

Change+1,705 (+10%)

Value$2.6M (+$125.4K)

Filed 2026-10-20

Truist Financial Corp

INCREASED

Shares17,721 from 13,924

Change+3,797 (+27%)

Value$2.5M (+$260.7K)

Filed 2026-10-30

LPL Financial LLC

DECREASED

Shares16,694 from 20,126

Change-3,432 (-17%)

Value$2.4M (-$891.5K)

Filed 2026-11-06

Amundi

DECREASED

Shares16,312 from 18,899

Change-2,587 (-14%)

Value$2.3M (-$746.8K)

Filed 2026-11-06

Amalgamated Bank

INCREASED

Shares16,165 from 15,139

Change+1,026 (+7%)

Value$2.3K (-$2.5M)

Filed 2026-10-23

Tuttle Capital Management, LLC

DECREASED

Shares14,605 from 14,793

Change-188 (-1%)

Value$2.1M (-$323.3K)

Filed 2026-10-21

DekaBank Deutsche Girozentrale

NEW

Shares14,055

Change+14,055

Value$2.0K

Filed 2026-10-27

Torray Investment Partners LLC

INCREASED

Shares13,731 from 11,141

Change+2,590 (+23%)

Value$2.0M (+$144.9K)

Filed 2026-10-30

State of New Jersey Common Pension Fund D

UNCHANGED

Shares13,010 from 13,010

Change0 (0%)

Value$1.8M (-$260.9K)

Filed 2026-11-05

Gibbs Wealth Management

INCREASED

Shares12,328 from 11,666

Change+662 (+6%)

Value$1.8M (-$139.8K)

Filed 2026-10-22

Louisiana State Employees Retirement System

INCREASED

Shares11,200 from 10,400

Change+800 (+8%)

Value$1.6M (-$94.8K)

Filed 2026-10-20

Yousif Capital Management, LLC

INCREASED

Shares10,934 from 9,836

Change+1,098 (+11%)

Value$1.6M (-$41.1K)

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares10,639 from 9,846

Change+793 (+8%)

Value$1.5M (-$84.7K)

Filed 2026-11-03

US Bancorp \de\

INCREASED

Shares9,852 from 9,373

Change+479 (+5%)

Value$1.4M (-$119.8K)

Filed 2026-11-05

Fulcrum Asset Management LLP

INCREASED

Shares9,571 from 9,287

Change+284 (+3%)

Value$1.4M (-$113.4K)

Filed 2026-11-04

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares9,027 from 8,526

Change+501 (+6%)

Value$1.3M (-$99.7K)

Filed 2026-11-03

State of Michigan Retirement System

INCREASED

Shares8,900 from 8,300

Change+600 (+7%)

Value$1.3M (-$81.1K)

Filed 2026-10-27

PNC Financial Services Group, Inc.

INCREASED

Shares8,700 from 6,771

Change+1,929 (+28%)

Value$1.2M (+$138.5K)

Filed 2026-11-06

Virginia Retirement Systems ET Al

INCREASED

Shares8,400 from 2,700

Change+5,700 (+211%)

Value$1.2M (+$756.3K)

Filed 2026-10-28

Portside Wealth Group, LLC

INCREASED

Shares7,917 from 7,718

Change+199 (+3%)

Value$1.1M (-$126.5K)

Filed 2026-10-20

Oregon Public Employees Retirement Fund

INCREASED

Shares7,838 from 7,378

Change+460 (+6%)

Value$1.1M (-$82.5K)

Filed 2026-10-30

Diversified Trust Co

DECREASED

Shares7,833 from 10,559

Change-2,726 (-26%)

Value$1.1M (-$599.3K)

Filed 2026-11-06

Atria Investments, Inc

INCREASED

Shares7,326 from 6,760

Change+566 (+8%)

Value$1.0M (-$55.1K)

Filed 2026-10-15

Regions Financial Corp

DECREASED

Shares7,306 from 7,322

Change-16 (0%)

Value$1.0M (-$149.1K)

Filed 2026-11-05

New Mexico Educational Retirement Board

UNCHANGED

Shares7,300 from 7,300

Change0 (0%)

Value$1.0K (-$1.2M)

Filed 2026-11-05

State of Wyoming

INCREASED

Shares6,643 from 4,506

Change+2,137 (+47%)

Value$944.6K (+$213.5K)

Filed 2026-10-28

ProShare Advisors LLC

DECREASED

Shares5,993 from 6,159

Change-166 (-3%)

Value$852.1K (-$147.1K)

Filed 2026-10-29

Pictet Asset Management Holding SA

INCREASED

Shares5,822 from 5,691

Change+131 (+2%)

Value$827.8K (-$95.5K)

Filed 2026-11-03

Perigon Wealth Management, LLC

NEW

Shares5,791

Change+5,791

Value$823.4K

Filed 2026-10-22

Xponance LLC

INCREASED

Shares5,729 from 5,621

Change+108 (+2%)

Value$814.6K (-$97.3K)

Filed 2026-11-03

New York State Teachers Retirement System

UNCHANGED

Shares5,676 from 5,676

Change0 (0%)

Value$807 (-$920.2K)

Filed 2026-10-22

Clear Harbor Asset Management, LLC

NEW

Shares5,541

Change+5,541

Value$787.9K

Filed 2026-11-05

Axxion S.A.

INCREASED

Shares5,017 from 4,474

Change+543 (+12%)

Value$713.4K (-$12.5K)

Filed 2026-10-22

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares4,991 from 4,855

Change+136 (+3%)

Value$709.7K (-$78.0K)

Filed 2026-11-05

WoodTrust Financial Corp

UNCHANGED

Shares4,283 from 4,283

Change0 (0%)

Value$609 (-$694.4K)

Filed 2026-10-09

Central Pacific Bank - Trust Division

UNCHANGED

Shares4,207 from 4,207

Change0 (0%)

Value$598.2K (-$84.4K)

Filed 2026-10-06

Strs Ohio

INCREASED

Shares3,800 from 3,100

Change+700 (+23%)

Value$540.3K (+$37.4K)

Filed 2026-10-30

Bath Savings Trust Co

INCREASED

Shares3,732 from 3,227

Change+505 (+16%)

Value$530.7K (+$7.1K)

Filed 2026-10-07

State of Alaska, Department of Revenue

DECREASED

Shares3,583 from 5,327

Change-1,744 (-33%)

Value$509 (-$863.5K)

Filed 2026-10-15

Quadrant Capital Group LLC

INCREASED

Shares3,568 from 3,554

Change+14 (+0%)

Value$519.3K (-$57.3K)

Filed 2026-10-20

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

INCREASED

Shares3,256 from 406

Change+2,850 (+702%)

Value$463.0K (+$397.1K)

Filed 2026-10-21

Alliance Wealth Advisors, LLC

DECREASED

Shares3,035 from 3,498

Change-463 (-13%)

Value$431.5K (-$136.0K)

Filed 2026-10-28

Park Avenue Securities LLC

DECREASED

Shares3,014 from 3,271

Change-257 (-8%)

Value$429 (-$530.6K)

Filed 2026-10-26

Elevation Point Wealth Partners, LLC

INCREASED

Shares3,005 from 2,761

Change+244 (+9%)

Value$427.3K (-$20.7K)

Filed 2026-11-05

Securian Asset Management, Inc

INCREASED

Shares2,778 from 2,637

Change+141 (+5%)

Value$395.0K (+$2.9K)

Filed 2026-11-06

Midwest Professional Planners, Ltd.

NEW

Shares2,641

Change+2,641

Value$375.5K

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,636 from 2,449

Change+187 (+8%)

Value$359.4K (-$24.2K)

Filed 2026-10-13

Norden Group LLC

DECREASED

Shares2,623 from 2,870

Change-247 (-9%)

Value$373.0K (-$92.7K)

Filed 2026-10-20

Concurrent Investment Advisors, LLC

INCREASED

Shares2,552 from 1,730

Change+822 (+48%)

Value$362.8K (+$82.1K)

Filed 2026-10-16

Provenance Wealth Advisors, LLC

NEW

Shares2,452

Change+2,452

Value$348.7K

Filed 2026-10-30

Imc-Chicago, LLC

DECREASED

Shares2,382 from 7,417

Change-5,035 (-68%)

Value$338.7K (-$864.6K)

Filed 2026-11-05

Merit Financial Group, LLC

NEW

Shares2,246

Change+2,246

Value$319.4K

Filed 2026-11-06

Swiss Life Asset Management Ltd

INCREASED

Shares2,196 from 2,106

Change+90 (+4%)

Value$312.2K (-$29.4K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares2,182 from 2,436

Change-254 (-10%)

Value$310 (-$394.7K)

Filed 2026-11-02

Crossmark Global Holdings, Inc.

DECREASED

Shares2,168 from 2,538

Change-370 (-15%)

Value$308.3K (-$103.5K)

Filed 2026-10-21

Zions Bancorporation, National Association

DECREASED

Shares2,137 from 3,506

Change-1,369 (-39%)

Value$303.9K (-$265.0K)

Filed 2026-11-06

Chicago Capital, LLC

UNCHANGED

Shares2,133 from 2,133

Change0 (0%)

Value$303.3K (-$42.8K)

Filed 2026-10-13

Simplex Trading, LLC

DECREASED

Shares2,103 from 5,780

Change-3,677 (-64%)

Value$299.0K (-$638.7K)

Filed 2026-11-04

Sowell Financial Services LLC

INCREASED

Shares2,021 from 1,988

Change+33 (+2%)

Value$287.4K (-$35.2K)

Filed 2026-10-23

TBH Global Asset Management, LLC

NEW

Shares2,000

Change+2,000

Value$284.4K

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares1,891 from 2,100

Change-209 (-10%)

Value$268.9K (-$71.8K)

Filed 2026-11-05

Abel Hall, LLC

DECREASED

Shares1,841 from 1,888

Change-47 (-2%)

Value$261.8K (-$44.5K)

Filed 2026-10-19

Balefire, LLC

DECREASED

Shares1,831 from 1,945

Change-114 (-6%)

Value$260.4K (-$55.2K)

Filed 2026-10-09

AlphaCore Capital LLC

NEW

Shares1,722

Change+1,722

Value$244.9K

Filed 2026-11-04

Hilltop National Bank

DECREASED

Shares1,704 from 1,820

Change-116 (-6%)

Value$242.3K (-$53.0K)

Filed 2026-10-14

HB Wealth Management, LLC

DECREASED

Shares1,669 from 2,161

Change-492 (-23%)

Value$237.3K (-$113.3K)

Filed 2026-10-23

Moody National Bank Trust Division

DECREASED

Shares1,536 from 1,856

Change-320 (-17%)

Value$218.4K (-$82.7K)

Filed 2026-10-06

Profund Advisors LLC

DECREASED

Shares1,471 from 1,477

Change-6 (0%)

Value$209.2K (-$30.5K)

Filed 2026-10-29

Natixis

UNCHANGED

Shares1,470 from 1,470

Change0 (0%)

Value$209.0K (-$29.5K)

Filed 2026-11-06

Nykredit A/S

UNCHANGED

Shares1,369 from 1,369

Change0 (0%)

Value$194.7K (-$27.4K)

Filed 2026-11-06

KBC Group NV

UNCHANGED

Shares1,297 from 1,297

Change0 (0%)

Value$184 (-$209.8K)

Filed 2026-10-22

Sterling Capital Management LLC

DECREASED

Shares1,197 from 10,307

Change-9,110 (-88%)

Value$170.2K (-$1.5M)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares1,016 from 884

Change+132 (+15%)

Value$144.5K (+$1.0K)

Filed 2026-10-08

Angeles Wealth Management, LLC

INCREASED

Shares934 from 925

Change+9 (+1%)

Value$132.8K (-$17.3K)

Filed 2026-10-26

Nisa Investment Advisors, LLC

UNCHANGED

Shares903 from 903

Change0 (0%)

Value$128.4K (-$18.1K)

Filed 2026-10-20

Eurizon Capital SGR S.p.A.

INCREASED

Shares819 from 639

Change+180 (+28%)

Value$116.0K (+$15.1K)

Filed 2026-11-06

GK Wealth Management LLC

NEW

Shares742

Change+742

Value$105.5K

Filed 2026-10-09

SBI Securities Co., Ltd.

INCREASED

Shares729 from 719

Change+10 (+1%)

Value$103.7K (-$13.0K)

Filed 2026-10-22

Allworth Financial LP

INCREASED

Shares641 from 362

Change+279 (+77%)

Value$104.0K (+$45.3K)

Filed 2026-11-06

Assetmark, Inc

INCREASED

Shares638 from 627

Change+11 (+2%)

Value$90.7K (-$11.0K)

Filed 2026-10-21

Farther Finance Advisors, LLC

INCREASED

Shares623 from 576

Change+47 (+8%)

Value$88.6K (-$4.6K)

Filed 2026-10-08

Spire Wealth Management

DECREASED

Shares527 from 766

Change-239 (-31%)

Value$75.0K (-$49.2K)

Filed 2026-10-30

Mirae Asset Global Investments Co., Ltd.

NEW

Shares502

Change+502

Value$71.4K

Filed 2026-11-03

UMB Bank, n.a.

INCREASED

Shares475 from 357

Change+118 (+33%)

Value$67.5K (+$9.6K)

Filed 2026-11-06

Harbor Investment Advisory, LLC

INCREASED

Shares430 from 330

Change+100 (+30%)

Value$61.1K (+$7.6K)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

DECREASED

Shares412 from 414

Change-2 (0%)

Value$58.6K (-$8.6K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$57.6K (-$8.0K)

Filed 2026-10-16

Signaturefd, LLC

INCREASED

Shares345 from 104

Change+241 (+232%)

Value$49.1K (+$32.2K)

Filed 2026-10-23

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares303 from 234

Change+69 (+29%)

Value$43.1K (+$5.1K)

Filed 2026-10-27

Versant Capital Management, Inc

INCREASED

Shares284 from 273

Change+11 (+4%)

Value$40.4K (-$3.9K)

Filed 2026-10-02

Gables Capital Management Inc.

NEW

Shares275

Change+275

Value$39.1K

Filed 2026-11-04

Mather Group, Llc.

UNCHANGED

Shares242 from 242

Change0 (0%)

Value$34.4K (-$4.9K)

Filed 2026-10-14

Parallel Advisors, LLC

DECREASED

Shares152 from 242

Change-90 (-37%)

Value$21.6K (-$17.6K)

Filed 2026-11-03

SJS Investment Consulting Inc.

UNCHANGED

Shares129 from 129

Change0 (0%)

Value$18.3K (-$2.6K)

Filed 2026-10-26

Heritage Family Offices, LLP

NEW

Shares118

Change+118

Value$16.8K

Filed 2026-11-02

Root Financial Partners, LLC

NEW

Shares109

Change+109

Value$15.5K

Filed 2026-10-21

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares109 from 111

Change-2 (-2%)

Value$15.5K (-$2.5K)

Filed 2026-10-05

Parkside Financial Bank & Trust

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$15.4K (-$2.2K)

Filed 2026-10-27

Larson Financial Group LLC

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$13.9K (-$2.0K)

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

DECREASED

Shares77 from 127

Change-50 (-39%)

Value$10.9K (-$9.7K)

Filed 2026-10-29

Cedar Mountain Advisors, LLC

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$8.8K (-$1.2K)

Filed 2026-10-15

Covestor Ltd

INCREASED

Shares56 from 53

Change+3 (+6%)

Value$8 (-$1)

Filed 2026-10-30

Clearstead Advisors, LLC

DECREASED

Shares55 from 56

Change-1 (-2%)

Value$7.8K (-$1.3K)

Filed 2026-11-06

WPG Advisers, LLC

DECREASED

Shares46 from 59

Change-13 (-22%)

Value$6.5K (-$3.0K)

Filed 2026-10-27

Essential Partners LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$6.3K (-$883)

Filed 2026-10-14

Silver Grove Financial Group, Inc.

INCREASED

Shares38 from 10

Change+28 (+280%)

Value$5.4K (+$3.8K)

Filed 2026-11-05

Rossby Financial, LCC

INCREASED

Shares36 from 3

Change+33 (+1100%)

Value$5.1K (+$4.6K)

Filed 2026-11-05

Financial Network Wealth Advisors LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$4.4K (-$621)

Filed 2026-10-28

IFP Advisors, Inc

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$4.3K (-$601)

Filed 2026-10-16

Farmers & Merchants Investments Inc

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$4.3K (-$601)

Filed 2026-10-22

Bell Investment Advisors, Inc

DECREASED

Shares28 from 34

Change-6 (-18%)

Value$4.0K (-$1.5K)

Filed 2026-10-29

Ares Financial Consulting, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$3.6K (-$501)

Filed 2026-10-19

Buck Wealth Strategies, LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$3.4K (-$481)

Filed 2026-10-28

Fortitude Family Office, LLC

INCREASED

Shares20 from 17

Change+3 (+18%)

Value$2.8K (+$86)

Filed 2026-10-14

Central Trust Co

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$2.8K (-$401)

Filed 2026-11-05

Montag A & Associates Inc

NEW

Shares18

Change+18

Value$2.6K

Filed 2026-10-29

Leonteq Securities AG

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.3K (-$321)

Filed 2026-10-29

High Note Wealth, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$2.1K (-$301)

Filed 2026-10-27

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.8K (-$261)

Filed 2026-10-13

JFS Wealth Advisors, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.7K (-$240)

Filed 2026-11-03

Private Wealth Management Group, LLC

DECREASED

Shares10 from 11

Change-1 (-9%)

Value$1.4K (-$363)

Filed 2026-10-19

Signature Equity Partners, LLC

DECREASED

Shares9 from 10

Change-1 (-10%)

Value$1.3K (-$342)

Filed 2026-10-29

Mcdonald Partners LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$995 (-$141)

Filed 2026-11-03

Creative Capital Management Investments LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$995 (-$141)

Filed 2026-10-28

Tounjian Advisory Partners, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$853 (-$120)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

NEW

Shares4

Change+4

Value$569

Filed 2026-10-20

Bay Harbor Wealth Management, LLC

INCREASED

Shares4 from 3

Change+1 (+33%)

Value$569 (+$82)

Filed 2026-11-03

Marquette Asset Management, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$569 (-$80)

Filed 2026-10-09

Proathlete Wealth Management LLC

NEW

Shares2

Change+2

Value$284

Filed 2026-10-15

Hughes Financial Services, LLC

DECREASED

Shares1 from 6

Change-5 (-83%)

Value$151 (-$822)

Filed 2026-10-30

TD Private Client Wealth LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$142 (-$20)

Filed 2026-10-28

True Wealth Design, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$143 (-$20)

Filed 2026-10-13

DecisionPoint Financial, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$144 (-$20)

Filed 2026-10-27

Herald Investment Management Ltd

CLOSED

Shares0 from 28,780

Change-28,780 (-100%)

Value$0 (-$4.7M)

Filed 2026-10-05

Once Capital Management, LLC

CLOSED

Shares0 from 6,600

Change-6,600 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-02

Argent Capital Management LLC

CLOSED

Shares0 from 4,505

Change-4,505 (-100%)

Value$0 (-$730.9K)

Filed 2026-10-05

One Wealth Capital Management, LLC

CLOSED

Shares0 from 2,464

Change-2,464 (-100%)

Value$0 (-$399.8K)

Filed 2026-10-23

Azzad Asset Management Inc

CLOSED

Shares0 from 1,817

Change-1,817 (-100%)

Value$0 (-$294.8K)

Filed 2026-11-04

Verdence Capital Advisors LLC

CLOSED

Shares0 from 1,782

Change-1,782 (-100%)

Value$0 (-$289.1K)

Filed 2026-10-26

Hardy Reed LLC

CLOSED

Shares0 from 1,583

Change-1,583 (-100%)

Value$0 (-$256.8K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 1,540

Change-1,540 (-100%)

Value$0 (-$249.9K)

Filed 2026-11-02

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,379

Change-1,379 (-100%)

Value$0 (-$223.7K)

Filed 2026-11-06

Park National Corp

CLOSED

Shares0 from 1,312

Change-1,312 (-100%)

Value$0 (-$212.9K)

Filed 2026-10-05

Lanark Financial, Inc.

CLOSED

Shares0 from 1,222

Change-1,222 (-100%)

Value$0 (-$198.3K)

Filed 2026-10-26

Summit Securities Group LLC

CLOSED

Shares0 from 110

Change-110 (-100%)

Value$0 (-$17.8K)

Filed 2026-11-05

Stone House Investment Management, LLC

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-23

Strengthening Families & Communities, LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-21

Mascoma Wealth Management LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$649)

Filed 2026-10-23

Avion Wealth

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 4,798,035

Change-4,798,035 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,395,681

Change-2,395,681 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 2,222,445

Change-2,222,445 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,606,928

Change-1,606,928 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,436,785

Change-1,436,785 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 897,268

Change-897,268 (-100%)

Value—

Bamco Inc

N/A

Shares— from 850,494

Change-850,494 (-100%)

Value—

Geneva Capital Management LLC

N/A

Shares— from 758,878

Change-758,878 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 717,287

Change-717,287 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 688,712

Change-688,712 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 685,752

Change-685,752 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 646,599

Change-646,599 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 528,831

Change-528,831 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 512,734

Change-512,734 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 508,984

Change-508,984 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 507,534

Change-507,534 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 470,778

Change-470,778 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 466,399

Change-466,399 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 460,896

Change-460,896 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 448,808

Change-448,808 (-100%)

Value—

Norges Bank

N/A

Shares— from 441,388

Change-441,388 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 440,131

Change-440,131 (-100%)

Value—

Telemark Asset Management, LLC

N/A

Shares— from 425,000

Change-425,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 409,630

Change-409,630 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 375,907

Change-375,907 (-100%)

Value—

American Capital Management Inc

N/A

Shares— from 362,271

Change-362,271 (-100%)

Value—

Greenhouse Funds Lllp

N/A

Shares— from 356,787

Change-356,787 (-100%)

Value—

Artisan Partners Limited Partnership

N/A

Shares— from 355,774

Change-355,774 (-100%)

Value—

DF Dent & Co Inc

N/A

Shares— from 332,049

Change-332,049 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 331,079

Change-331,079 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 327,955

Change-327,955 (-100%)

Value—

Champlain Investment Partners, LLC

N/A

Shares— from 326,007

Change-326,007 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 318,071

Change-318,071 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 311,731

Change-311,731 (-100%)

Value—

Harvey Partners, LLC

N/A

Shares— from 294,122

Change-294,122 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 274,898

Change-274,898 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 274,825

Change-274,825 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 263,741

Change-263,741 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 255,983

Change-255,983 (-100%)

Value—

Oberweis Asset Management Inc/

N/A

Shares— from 244,260

Change-244,260 (-100%)

Value—

UBS Group AG

N/A

Shares— from 222,416

Change-222,416 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 219,097

Change-219,097 (-100%)

Value—

Clearline Capital LP

N/A

Shares— from 212,466

Change-212,466 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 201,909

Change-201,909 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 193,000

Change-193,000 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 191,700

Change-191,700 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 187,685

Change-187,685 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 187,559

Change-187,559 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 185,240

Change-185,240 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 179,316

Change-179,316 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 178,571

Change-178,571 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 170,009

Change-170,009 (-100%)

Value—

Blair William & Co

N/A

Shares— from 164,844

Change-164,844 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 157,818

Change-157,818 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 151,395

Change-151,395 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 150,663

Change-150,663 (-100%)

Value—

Aristotle Capital Boston, LLC

N/A

Shares— from 139,009

Change-139,009 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 135,175

Change-135,175 (-100%)

Value—

Bradley Foster & Sargent Inc

N/A

Shares— from 132,665

Change-132,665 (-100%)

Value—

Southpoint Capital Advisors LP

N/A

Shares— from 130,000

Change-130,000 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 113,444

Change-113,444 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 108,062

Change-108,062 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 106,449

Change-106,449 (-100%)

Value—

Osterweis Capital Management Inc

N/A

Shares— from 105,125

Change-105,125 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 104,860

Change-104,860 (-100%)

Value—

Axiom Investors LLC

N/A

Shares— from 100,168

Change-100,168 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 95,254

Change-95,254 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 92,426

Change-92,426 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 90,124

Change-90,124 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 83,199

Change-83,199 (-100%)

Value—

Castleark Management LLC

N/A

Shares— from 83,190

Change-83,190 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 78,004

Change-78,004 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 76,288

Change-76,288 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 71,600

Change-71,600 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 71,428

Change-71,428 (-100%)

Value—

Scopus Asset Management, L.P.

N/A

Shares— from 66,669

Change-66,669 (-100%)

Value—

G2 Investment Partners Management LLC

N/A

Shares— from 65,685

Change-65,685 (-100%)

Value—

Select Equity Group, L.P.

N/A

Shares— from 60,724

Change-60,724 (-100%)

Value—

Ghisallo Capital Management LLC

N/A

Shares— from 60,010

Change-60,010 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 59,977

Change-59,977 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 59,302

Change-59,302 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 56,983

Change-56,983 (-100%)

Value—

Catawba River Capital

N/A

Shares— from 52,245

Change-52,245 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 49,128

Change-49,128 (-100%)

Value—

Krane Funds Advisors LLC

N/A

Shares— from 48,585

Change-48,585 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 46,943

Change-46,943 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 44,549

Change-44,549 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 42,330

Change-42,330 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 41,758

Change-41,758 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 37,681

Change-37,681 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 34,631

Change-34,631 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 32,928

Change-32,928 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 30,254

Change-30,254 (-100%)

Value—

Resolute Capital Asset Partners LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Portolan Capital Management, LLC

N/A

Shares— from 26,972

Change-26,972 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 26,122

Change-26,122 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 24,533

Change-24,533 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 23,969

Change-23,969 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 20,835

Change-20,835 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 20,330

Change-20,330 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 20,286

Change-20,286 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 18,998

Change-18,998 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 17,765

Change-17,765 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 17,510

Change-17,510 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 16,726

Change-16,726 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 15,395

Change-15,395 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 15,182

Change-15,182 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 14,963

Change-14,963 (-100%)

Value—

FMR LLC

N/A

Shares— from 14,615

Change-14,615 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 13,790

Change-13,790 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 13,652

Change-13,652 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 13,521

Change-13,521 (-100%)

Value—

Polen Capital Management LLC

N/A

Shares— from 13,366

Change-13,366 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 13,250

Change-13,250 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 13,088

Change-13,088 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 12,611

Change-12,611 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 12,550

Change-12,550 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 11,791

Change-11,791 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 10,803

Change-10,803 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 10,705

Change-10,705 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 10,408

Change-10,408 (-100%)

Value—

1492 Capital Management LLC

N/A

Shares— from 10,324

Change-10,324 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 10,022

Change-10,022 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 9,850

Change-9,850 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 9,087

Change-9,087 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 8,917

Change-8,917 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 8,858

Change-8,858 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 8,700

Change-8,700 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 8,276

Change-8,276 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,235

Change-8,235 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 8,010

Change-8,010 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 7,989

Change-7,989 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 7,949

Change-7,949 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7,837

Change-7,837 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 7,689

Change-7,689 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 7,634

Change-7,634 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 7,173

Change-7,173 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 6,880

Change-6,880 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 6,674

Change-6,674 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 6,490

Change-6,490 (-100%)

Value—

USS Investment Management Ltd

N/A

Shares— from 5,900

Change-5,900 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 5,863

Change-5,863 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 5,836

Change-5,836 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 5,835

Change-5,835 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 5,605

Change-5,605 (-100%)

Value—

Commerce Bank

N/A

Shares— from 5,470

Change-5,470 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 5,394

Change-5,394 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 5,292

Change-5,292 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,111

Change-5,111 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,025

Change-5,025 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 4,941

Change-4,941 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 4,856

Change-4,856 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 4,845

Change-4,845 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 4,806

Change-4,806 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,779

Change-4,779 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 4,579

Change-4,579 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 4,482

Change-4,482 (-100%)

Value—

Summitry LLC

N/A

Shares— from 4,394

Change-4,394 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 4,042

Change-4,042 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 4,030

Change-4,030 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,631

Change-3,631 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 3,624

Change-3,624 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 3,616

Change-3,616 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 3,554

Change-3,554 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,535

Change-3,535 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,472

Change-3,472 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,455

Change-3,455 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 3,423

Change-3,423 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 3,247

Change-3,247 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 3,125

Change-3,125 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,079

Change-3,079 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 2,918

Change-2,918 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,746

Change-2,746 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 2,551

Change-2,551 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 2,413

Change-2,413 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 2,169

Change-2,169 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 2,034

Change-2,034 (-100%)

Value—

Madison Wealth Partners, Inc

N/A

Shares— from 1,983

Change-1,983 (-100%)

Value—

Marco Investment Management LLC

N/A

Shares— from 1,970

Change-1,970 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 1,969

Change-1,969 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 1,914

Change-1,914 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 1,904

Change-1,904 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 1,843

Change-1,843 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 1,707

Change-1,707 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 1,690

Change-1,690 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,616

Change-1,616 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 1,602

Change-1,602 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,527

Change-1,527 (-100%)

Value—

Aviva PLC

N/A

Shares— from 1,429

Change-1,429 (-100%)

Value—

Graticule Asia Macro Advisors LLC

N/A

Shares— from 1,420

Change-1,420 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 1,405

Change-1,405 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 1,403

Change-1,403 (-100%)

Value—

SkyView Investment Advisors, LLC

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 1,368

Change-1,368 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 1,326

Change-1,326 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 1,304

Change-1,304 (-100%)

Value—

Armistice Capital, LLC

N/A

Shares— from 1,239

Change-1,239 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,196

Change-1,196 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 951

Change-951 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 911

Change-911 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 795

Change-795 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 573

Change-573 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 243

Change-243 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 210

Change-210 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 203

Change-203 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 202

Change-202 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 198

Change-198 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 196

Change-196 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 189

Change-189 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 156

Change-156 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 131

Change-131 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 69

Change-69 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 33

Change-33 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 33

Change-33 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 11

Change-11 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 9

Change-9 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1

Change-1 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 0

Change0

Value—

	Status
Aberdeen Group plc	NEW	3,883,199	—	+3,883,199	—	—	$49.2M	—	2026-11-06
Allspring Global Investments Holdings, LLC	DECREASED	1,644,248	1,817,594	-173,346	-10%	$297.5M	$236.1M	-$61.5M	2026-11-04
Wasatch Advisors LP	INCREASED	1,052,110	759,992	+292,118	+38%	$123.3M	$149.6M	+$26.3M	2026-10-13
Geode Capital Management, LLC	INCREASED	1,028,497	987,728	+40,769	+4%	$160.3M	$146.3M	-$14.0M	2026-11-06
Congress Asset Management Co	INCREASED	979,842	973,767	+6,075	+1%	$158.0M	$139.3M	-$18.7M	2026-10-06
Conestoga Capital Advisors, LLC	DECREASED	832,212	1,217,963	-385,751	-32%	$197.6M	$118.3M	-$79.3M	2026-11-02
William Blair Investment Management, LLC	DECREASED	749,688	765,867	-16,179	-2%	$124.3M	$106.6M	-$17.7M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	687,166	665,515	+21,651	+3%	$108.0M	$97.7M	-$10.3M	2026-11-04
Mawer Investment Management Ltd.	DECREASED	522,373	589,573	-67,200	-11%	$95.7M	$74.3M	-$21.4M	2026-11-06
Bank of New York Mellon Corp	INCREASED	347,838	344,710	+3,128	+1%	$55.9M	$49.5M	-$6.5M	2026-11-05
Exchange Traded Concepts, LLC	INCREASED	245,642	232,383	+13,259	+6%	$37.7M	$34.9M	-$2.8M	2026-10-28
Deutsche Bank Ag\	INCREASED	185,145	92,408	+92,737	+100%	$15.0M	$26.3M	+$11.3M	2026-11-06
Granite Investment Partners, LLC	DECREASED	159,572	161,754	-2,182	-1%	$26.2M	$22.7M	-$3.6M	2026-11-04
Principal Financial Group Inc	DECREASED	131,507	223,515	-92,008	-41%	$36.3M	$18.7M	-$17.6M	2026-11-02
Fenimore Asset Management Inc	INCREASED	116,691	115,973	+718	+1%	$18.8M	$16.6M	-$2.2M	2026-10-08
Thrivent Financial for Lutherans	INCREASED	77,178	44,881	+32,297	+72%	$7.3M	$11.0K	-$7.3M	2026-11-05
Barclays PLC	INCREASED	71,417	17,883	+53,534	+299%	$2.9M	$10.2M	+$7.3M	2026-11-06
Mutual of America Capital Management LLC	DECREASED	67,932	68,194	-262	0%	$11.1M	$9.7M	-$1.4M	2026-10-23
Kornitzer Capital Management Inc	DECREASED	59,255	60,035	-780	-1%	$9.7M	$8.4M	-$1.3M	2026-11-03
Robeco Schweiz AG	UNCHANGED	50,000	50,000	0	0%	$8.1M	$7.1M	-$1.0M	2026-10-23
Nicholas Company, Inc.	UNCHANGED	48,020	48,020	0	0%	$7.8M	$6.8M	-$962.8K	2026-11-05
Creative Planning	INCREASED	44,649	33,465	+11,184	+33%	$5.4M	$6.3M	+$919.3K	2026-11-02
Retirement Systems of Alabama	INCREASED	39,008	36,833	+2,175	+6%	$6.0M	$5.5M	-$429.2K	2026-11-04
Summit Creek Advisors LLC	DECREASED	35,508	39,140	-3,632	-9%	$6.4M	$5.0M	-$1.3M	2026-11-03
Oppenheimer Asset Management Inc.	DECREASED	34,740	35,729	-989	-3%	$5.8M	$4.9M	-$857.0K	2026-10-27
Russell Investments Group, Ltd.	INCREASED	33,437	27,735	+5,702	+21%	$4.5M	$4.8M	+$254.8K	2026-11-06
Essex Investment Management Co LLC	INCREASED	29,696	19,811	+9,885	+50%	$3.2M	$4.2M	+$1.0M	2026-10-19
Harbor Capital Advisors, Inc.	INCREASED	27,602	23,590	+4,012	+17%	$3.8M	$3.9K	-$3.8M	2026-10-22
Moody Aldrich Partners LLC	INCREASED	21,726	16,659	+5,067	+30%	$2.7M	$3.1M	+$386.5K	2026-10-27
Citigroup Inc	DECREASED	19,424	33,449	-14,025	-42%	$5.4M	$2.8M	-$2.7M	2026-11-04
Diversify Wealth Management, LLC	INCREASED	19,097	17,392	+1,705	+10%	$2.4M	$2.6M	+$125.4K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	19,097	17,392	+1,705	+10%	$2.4M	$2.6M	+$125.4K	2026-10-20
Truist Financial Corp	INCREASED	17,721	13,924	+3,797	+27%	$2.3M	$2.5M	+$260.7K	2026-10-30
LPL Financial LLC	DECREASED	16,694	20,126	-3,432	-17%	$3.3M	$2.4M	-$891.5K	2026-11-06
Amundi	DECREASED	16,312	18,899	-2,587	-14%	$3.1M	$2.3M	-$746.8K	2026-11-06
Amalgamated Bank	INCREASED	16,165	15,139	+1,026	+7%	$2.5M	$2.3K	-$2.5M	2026-10-23
Tuttle Capital Management, LLC	DECREASED	14,605	14,793	-188	-1%	$2.4M	$2.1M	-$323.3K	2026-10-21
DekaBank Deutsche Girozentrale	NEW	14,055	—	+14,055	—	—	$2.0K	—	2026-10-27
Torray Investment Partners LLC	INCREASED	13,731	11,141	+2,590	+23%	$1.8M	$2.0M	+$144.9K	2026-10-30
State of New Jersey Common Pension Fund D	UNCHANGED	13,010	13,010	0	0%	$2.1M	$1.8M	-$260.9K	2026-11-05
Gibbs Wealth Management	INCREASED	12,328	11,666	+662	+6%	$1.9M	$1.8M	-$139.8K	2026-10-22
Louisiana State Employees Retirement System	INCREASED	11,200	10,400	+800	+8%	$1.7M	$1.6M	-$94.8K	2026-10-20
Yousif Capital Management, LLC	INCREASED	10,934	9,836	+1,098	+11%	$1.6M	$1.6M	-$41.1K	2026-10-22
Arizona State Retirement System	INCREASED	10,639	9,846	+793	+8%	$1.6M	$1.5M	-$84.7K	2026-11-03
US Bancorp \de\	INCREASED	9,852	9,373	+479	+5%	$1.5M	$1.4M	-$119.8K	2026-11-05
Fulcrum Asset Management LLP	INCREASED	9,571	9,287	+284	+3%	$1.5M	$1.4M	-$113.4K	2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	9,027	8,526	+501	+6%	$1.4M	$1.3M	-$99.7K	2026-11-03
State of Michigan Retirement System	INCREASED	8,900	8,300	+600	+7%	$1.3M	$1.3M	-$81.1K	2026-10-27
PNC Financial Services Group, Inc.	INCREASED	8,700	6,771	+1,929	+28%	$1.1M	$1.2M	+$138.5K	2026-11-06
Virginia Retirement Systems ET Al	INCREASED	8,400	2,700	+5,700	+211%	$438.0K	$1.2M	+$756.3K	2026-10-28
Portside Wealth Group, LLC	INCREASED	7,917	7,718	+199	+3%	$1.3M	$1.1M	-$126.5K	2026-10-20
Oregon Public Employees Retirement Fund	INCREASED	7,838	7,378	+460	+6%	$1.2M	$1.1M	-$82.5K	2026-10-30
Diversified Trust Co	DECREASED	7,833	10,559	-2,726	-26%	$1.7M	$1.1M	-$599.3K	2026-11-06
Atria Investments, Inc	INCREASED	7,326	6,760	+566	+8%	$1.1M	$1.0M	-$55.1K	2026-10-15
Regions Financial Corp	DECREASED	7,306	7,322	-16	0%	$1.2M	$1.0M	-$149.1K	2026-11-05
New Mexico Educational Retirement Board	UNCHANGED	7,300	7,300	0	0%	$1.2M	$1.0K	-$1.2M	2026-11-05
State of Wyoming	INCREASED	6,643	4,506	+2,137	+47%	$731.1K	$944.6K	+$213.5K	2026-10-28
ProShare Advisors LLC	DECREASED	5,993	6,159	-166	-3%	$999.2K	$852.1K	-$147.1K	2026-10-29
Pictet Asset Management Holding SA	INCREASED	5,822	5,691	+131	+2%	$923.3K	$827.8K	-$95.5K	2026-11-03
Perigon Wealth Management, LLC	NEW	5,791	—	+5,791	—	—	$823.4K	—	2026-10-22
Xponance LLC	INCREASED	5,729	5,621	+108	+2%	$912.0K	$814.6K	-$97.3K	2026-11-03
New York State Teachers Retirement System	UNCHANGED	5,676	5,676	0	0%	$921.0K	$807	-$920.2K	2026-10-22
Clear Harbor Asset Management, LLC	NEW	5,541	—	+5,541	—	—	$787.9K	—	2026-11-05
Axxion S.A.	INCREASED	5,017	4,474	+543	+12%	$725.9K	$713.4K	-$12.5K	2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	4,991	4,855	+136	+3%	$787.7K	$709.7K	-$78.0K	2026-11-05
WoodTrust Financial Corp	UNCHANGED	4,283	4,283	0	0%	$695.0K	$609	-$694.4K	2026-10-09
Central Pacific Bank - Trust Division	UNCHANGED	4,207	4,207	0	0%	$682.5K	$598.2K	-$84.4K	2026-10-06
Strs Ohio	INCREASED	3,800	3,100	+700	+23%	$502.9K	$540.3K	+$37.4K	2026-10-30
Bath Savings Trust Co	INCREASED	3,732	3,227	+505	+16%	$523.5K	$530.7K	+$7.1K	2026-10-07
State of Alaska, Department of Revenue	DECREASED	3,583	5,327	-1,744	-33%	$864.0K	$509	-$863.5K	2026-10-15
Quadrant Capital Group LLC	INCREASED	3,568	3,554	+14	+0%	$576.6K	$519.3K	-$57.3K	2026-10-20
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	INCREASED	3,256	406	+2,850	+702%	$65.9K	$463.0K	+$397.1K	2026-10-21
Alliance Wealth Advisors, LLC	DECREASED	3,035	3,498	-463	-13%	$567.5K	$431.5K	-$136.0K	2026-10-28
Park Avenue Securities LLC	DECREASED	3,014	3,271	-257	-8%	$531.0K	$429	-$530.6K	2026-10-26
Elevation Point Wealth Partners, LLC	INCREASED	3,005	2,761	+244	+9%	$447.9K	$427.3K	-$20.7K	2026-11-05
Securian Asset Management, Inc	INCREASED	2,778	2,637	+141	+5%	$392.1K	$395.0K	+$2.9K	2026-11-06
Midwest Professional Planners, Ltd.	NEW	2,641	—	+2,641	—	—	$375.5K	—	2026-10-29
Wealth Enhancement Advisory Services, LLC	INCREASED	2,636	2,449	+187	+8%	$383.7K	$359.4K	-$24.2K	2026-10-13
Norden Group LLC	DECREASED	2,623	2,870	-247	-9%	$465.6K	$373.0K	-$92.7K	2026-10-20
Concurrent Investment Advisors, LLC	INCREASED	2,552	1,730	+822	+48%	$280.7K	$362.8K	+$82.1K	2026-10-16
Provenance Wealth Advisors, LLC	NEW	2,452	—	+2,452	—	—	$348.7K	—	2026-10-30
Imc-Chicago, LLC	DECREASED	2,382	7,417	-5,035	-68%	$1.2M	$338.7K	-$864.6K	2026-11-05
Merit Financial Group, LLC	NEW	2,246	—	+2,246	—	—	$319.4K	—	2026-11-06
Swiss Life Asset Management Ltd	INCREASED	2,196	2,106	+90	+4%	$341.7K	$312.2K	-$29.4K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	2,182	2,436	-254	-10%	$395.0K	$310	-$394.7K	2026-11-02
Crossmark Global Holdings, Inc.	DECREASED	2,168	2,538	-370	-15%	$411.8K	$308.3K	-$103.5K	2026-10-21
Zions Bancorporation, National Association	DECREASED	2,137	3,506	-1,369	-39%	$568.8K	$303.9K	-$265.0K	2026-11-06
Chicago Capital, LLC	UNCHANGED	2,133	2,133	0	0%	$346.1K	$303.3K	-$42.8K	2026-10-13
Simplex Trading, LLC	DECREASED	2,103	5,780	-3,677	-64%	$937.7K	$299.0K	-$638.7K	2026-11-04
Sowell Financial Services LLC	INCREASED	2,021	1,988	+33	+2%	$322.5K	$287.4K	-$35.2K	2026-10-23
TBH Global Asset Management, LLC	NEW	2,000	—	+2,000	—	—	$284.4K	—	2026-11-03
Fifth Third Bancorp	DECREASED	1,891	2,100	-209	-10%	$340.7K	$268.9K	-$71.8K	2026-11-05
Abel Hall, LLC	DECREASED	1,841	1,888	-47	-2%	$306.3K	$261.8K	-$44.5K	2026-10-19
Balefire, LLC	DECREASED	1,831	1,945	-114	-6%	$315.6K	$260.4K	-$55.2K	2026-10-09
AlphaCore Capital LLC	NEW	1,722	—	+1,722	—	—	$244.9K	—	2026-11-04
Hilltop National Bank	DECREASED	1,704	1,820	-116	-6%	$295.3K	$242.3K	-$53.0K	2026-10-14
HB Wealth Management, LLC	DECREASED	1,669	2,161	-492	-23%	$350.6K	$237.3K	-$113.3K	2026-10-23
Moody National Bank Trust Division	DECREASED	1,536	1,856	-320	-17%	$301.1K	$218.4K	-$82.7K	2026-10-06
Profund Advisors LLC	DECREASED	1,471	1,477	-6	0%	$239.6K	$209.2K	-$30.5K	2026-10-29
Natixis	UNCHANGED	1,470	1,470	0	0%	$238.5K	$209.0K	-$29.5K	2026-11-06
Nykredit A/S	UNCHANGED	1,369	1,369	0	0%	$222.1K	$194.7K	-$27.4K	2026-11-06
KBC Group NV	UNCHANGED	1,297	1,297	0	0%	$210.0K	$184	-$209.8K	2026-10-22
Sterling Capital Management LLC	DECREASED	1,197	10,307	-9,110	-88%	$1.7M	$170.2K	-$1.5M	2026-10-22
Gamma Investing LLC	INCREASED	1,016	884	+132	+15%	$143.4K	$144.5K	+$1.0K	2026-10-08
Angeles Wealth Management, LLC	INCREASED	934	925	+9	+1%	$150.1K	$132.8K	-$17.3K	2026-10-26
Nisa Investment Advisors, LLC	UNCHANGED	903	903	0	0%	$146.5K	$128.4K	-$18.1K	2026-10-20
Eurizon Capital SGR S.p.A.	INCREASED	819	639	+180	+28%	$100.9K	$116.0K	+$15.1K	2026-11-06
GK Wealth Management LLC	NEW	742	—	+742	—	—	$105.5K	—	2026-10-09
SBI Securities Co., Ltd.	INCREASED	729	719	+10	+1%	$116.7K	$103.7K	-$13.0K	2026-10-22
Allworth Financial LP	INCREASED	641	362	+279	+77%	$58.7K	$104.0K	+$45.3K	2026-11-06
Assetmark, Inc	INCREASED	638	627	+11	+2%	$101.7K	$90.7K	-$11.0K	2026-10-21
Farther Finance Advisors, LLC	INCREASED	623	576	+47	+8%	$93.2K	$88.6K	-$4.6K	2026-10-08
Spire Wealth Management	DECREASED	527	766	-239	-31%	$124.2K	$75.0K	-$49.2K	2026-10-30
Mirae Asset Global Investments Co., Ltd.	NEW	502	—	+502	—	—	$71.4K	—	2026-11-03
UMB Bank, n.a.	INCREASED	475	357	+118	+33%	$57.9K	$67.5K	+$9.6K	2026-11-06
Harbor Investment Advisory, LLC	INCREASED	430	330	+100	+30%	$53.5K	$61.1K	+$7.6K	2026-10-13
EverSource Wealth Advisors, LLC	DECREASED	412	414	-2	0%	$67.2K	$58.6K	-$8.6K	2026-11-04
TD Waterhouse Canada Inc.	UNCHANGED	400	400	0	0%	$65.6K	$57.6K	-$8.0K	2026-10-16
Signaturefd, LLC	INCREASED	345	104	+241	+232%	$16.9K	$49.1K	+$32.2K	2026-10-23
Pinnacle Wealth Planning Services, Inc.	INCREASED	303	234	+69	+29%	$38.0K	$43.1K	+$5.1K	2026-10-27
Versant Capital Management, Inc	INCREASED	284	273	+11	+4%	$44.3K	$40.4K	-$3.9K	2026-10-02
Gables Capital Management Inc.	NEW	275	—	+275	—	—	$39.1K	—	2026-11-04
Mather Group, Llc.	UNCHANGED	242	242	0	0%	$39.3K	$34.4K	-$4.9K	2026-10-14
Parallel Advisors, LLC	DECREASED	152	242	-90	-37%	$39.3K	$21.6K	-$17.6K	2026-11-03
SJS Investment Consulting Inc.	UNCHANGED	129	129	0	0%	$20.9K	$18.3K	-$2.6K	2026-10-26
Heritage Family Offices, LLP	NEW	118	—	+118	—	—	$16.8K	—	2026-11-02
Root Financial Partners, LLC	NEW	109	—	+109	—	—	$15.5K	—	2026-10-21
MassMutual Private Wealth & Trust, FSB	DECREASED	109	111	-2	-2%	$18.0K	$15.5K	-$2.5K	2026-10-05
Parkside Financial Bank & Trust	UNCHANGED	108	108	0	0%	$17.5K	$15.4K	-$2.2K	2026-10-27
Larson Financial Group LLC	UNCHANGED	98	98	0	0%	$15.9K	$13.9K	-$2.0K	2026-11-05
Caitong International Asset Management Co., Ltd	DECREASED	77	127	-50	-39%	$20.6K	$10.9K	-$9.7K	2026-10-29
Cedar Mountain Advisors, LLC	UNCHANGED	62	62	0	0%	$10.1K	$8.8K	-$1.2K	2026-10-15
Covestor Ltd	INCREASED	56	53	+3	+6%	$9	$8	-$1	2026-10-30
Clearstead Advisors, LLC	DECREASED	55	56	-1	-2%	$9.1K	$7.8K	-$1.3K	2026-11-06
WPG Advisers, LLC	DECREASED	46	59	-13	-22%	$9.6K	$6.5K	-$3.0K	2026-10-27
Essential Partners LLC	UNCHANGED	44	44	0	0%	$7.1K	$6.3K	-$883	2026-10-14
Silver Grove Financial Group, Inc.	INCREASED	38	10	+28	+280%	$1.6K	$5.4K	+$3.8K	2026-11-05
Rossby Financial, LCC	INCREASED	36	3	+33	+1100%	$487	$5.1K	+$4.6K	2026-11-05
Financial Network Wealth Advisors LLC	UNCHANGED	31	31	0	0%	$5.0K	$4.4K	-$621	2026-10-28
IFP Advisors, Inc	UNCHANGED	30	30	0	0%	$4.9K	$4.3K	-$601	2026-10-16
Farmers & Merchants Investments Inc	UNCHANGED	30	30	0	0%	$4.9K	$4.3K	-$601	2026-10-22
Bell Investment Advisors, Inc	DECREASED	28	34	-6	-18%	$5.5K	$4.0K	-$1.5K	2026-10-29
Ares Financial Consulting, LLC	UNCHANGED	25	25	0	0%	$4.1K	$3.6K	-$501	2026-10-19
Buck Wealth Strategies, LLC	UNCHANGED	24	24	0	0%	$3.9K	$3.4K	-$481	2026-10-28
Fortitude Family Office, LLC	INCREASED	20	17	+3	+18%	$2.8K	$2.8K	+$86	2026-10-14
Central Trust Co	UNCHANGED	20	20	0	0%	$3.2K	$2.8K	-$401	2026-11-05
Montag A & Associates Inc	NEW	18	—	+18	—	—	$2.6K	—	2026-10-29
Leonteq Securities AG	UNCHANGED	16	16	0	0%	$2.6K	$2.3K	-$321	2026-10-29
High Note Wealth, LLC	UNCHANGED	15	15	0	0%	$2.4K	$2.1K	-$301	2026-10-27
Beacon Investment Advisory Services, Inc.	UNCHANGED	13	13	0	0%	$2.1K	$1.8K	-$261	2026-10-13
JFS Wealth Advisors, LLC	UNCHANGED	12	12	0	0%	$1.9K	$1.7K	-$240	2026-11-03
Private Wealth Management Group, LLC	DECREASED	10	11	-1	-9%	$1.8K	$1.4K	-$363	2026-10-19
Signature Equity Partners, LLC	DECREASED	9	10	-1	-10%	$1.6K	$1.3K	-$342	2026-10-29
Mcdonald Partners LLC	UNCHANGED	7	7	0	0%	$1.1K	$995	-$141	2026-11-03
Creative Capital Management Investments LLC	UNCHANGED	7	7	0	0%	$1.1K	$995	-$141	2026-10-28
Tounjian Advisory Partners, LLC	UNCHANGED	6	6	0	0%	$973	$853	-$120	2026-11-04
Physician Wealth Advisors, Inc.	NEW	4	—	+4	—	—	$569	—	2026-10-20
Bay Harbor Wealth Management, LLC	INCREASED	4	3	+1	+33%	$487	$569	+$82	2026-11-03
Marquette Asset Management, LLC	UNCHANGED	4	4	0	0%	$649	$569	-$80	2026-10-09
Proathlete Wealth Management LLC	NEW	2	—	+2	—	—	$284	—	2026-10-15
Hughes Financial Services, LLC	DECREASED	1	6	-5	-83%	$973	$151	-$822	2026-10-30
TD Private Client Wealth LLC	UNCHANGED	1	1	0	0%	$162	$142	-$20	2026-10-28
True Wealth Design, LLC	UNCHANGED	1	1	0	0%	$163	$143	-$20	2026-10-13
DecisionPoint Financial, LLC	UNCHANGED	1	1	0	0%	$164	$144	-$20	2026-10-27
Herald Investment Management Ltd	CLOSED	0	28,780	-28,780	-100%	$4.7M	$0	-$4.7M	2026-10-05
Once Capital Management, LLC	CLOSED	0	6,600	-6,600	-100%	$1.1M	$0	-$1.1M	2026-11-02
Argent Capital Management LLC	CLOSED	0	4,505	-4,505	-100%	$730.9K	$0	-$730.9K	2026-10-05
One Wealth Capital Management, LLC	CLOSED	0	2,464	-2,464	-100%	$399.8K	$0	-$399.8K	2026-10-23
Azzad Asset Management Inc	CLOSED	0	1,817	-1,817	-100%	$294.8K	$0	-$294.8K	2026-11-04
Verdence Capital Advisors LLC	CLOSED	0	1,782	-1,782	-100%	$289.1K	$0	-$289.1K	2026-10-26
Hardy Reed LLC	CLOSED	0	1,583	-1,583	-100%	$256.8K	$0	-$256.8K	2026-11-06
Commonwealth Equity Services, LLC	CLOSED	0	1,540	-1,540	-100%	$249.9K	$0	-$249.9K	2026-11-02
Institute for Wealth Management, Llc.	CLOSED	0	1,379	-1,379	-100%	$223.7K	$0	-$223.7K	2026-11-06
Park National Corp	CLOSED	0	1,312	-1,312	-100%	$212.9K	$0	-$212.9K	2026-10-05
Lanark Financial, Inc.	CLOSED	0	1,222	-1,222	-100%	$198.3K	$0	-$198.3K	2026-10-26
Summit Securities Group LLC	CLOSED	0	110	-110	-100%	$17.8K	$0	-$17.8K	2026-11-05
Stone House Investment Management, LLC	CLOSED	0	20	-20	-100%	$3.2K	$0	-$3.2K	2026-10-23
Strengthening Families & Communities, LLC	CLOSED	0	13	-13	-100%	$2.1K	$0	-$2.1K	2026-10-21
Mascoma Wealth Management LLC	CLOSED	0	4	-4	-100%	$649	$0	-$649	2026-10-23
Avion Wealth	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-04
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	4,798,035	-4,798,035	-100%	$778.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,395,681	-2,395,681	-100%	$388.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	2,222,445	-2,222,445	-100%	$360.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,606,928	-1,606,928	-100%	$260.7M	—	—	—
State Street Corp	N/A	—	1,436,785	-1,436,785	-100%	$233.0M	—	—	—
GW&K Investment Management, LLC	N/A	—	897,268	-897,268	-100%	$145.6M	—	—	—
Bamco Inc	N/A	—	850,494	-850,494	-100%	$138.0M	—	—	—
Geneva Capital Management LLC	N/A	—	758,878	-758,878	-100%	$123.1M	—	—	—
American Century Companies Inc	N/A	—	717,287	-717,287	-100%	$116.4M	—	—	—
JPMorgan Chase & Co	N/A	—	688,712	-688,712	-100%	$108.9M	—	—	—
Schroder Investment Management Group	N/A	—	685,752	-685,752	-100%	$108.2M	—	—	—
Nomura Asset Management International Inc.	N/A	—	646,599	-646,599	-100%	$104.9M	—	—	—
Northern Trust Corp	N/A	—	528,831	-528,831	-100%	$85.8M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	512,734	-512,734	-100%	$83.2M	—	—	—
Brown Advisory Inc	N/A	—	508,984	-508,984	-100%	$82.6M	—	—	—
SEI Investments Co	N/A	—	507,534	-507,534	-100%	$82.3M	—	—	—
Morgan Stanley	N/A	—	470,778	-470,778	-100%	$76.4M	—	—	—
Bank of America Corp	N/A	—	466,399	-466,399	-100%	$75.7M	—	—	—
Wellington Management Group LLP	N/A	—	460,896	-460,896	-100%	$74.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	448,808	-448,808	-100%	$72.8M	—	—	—
Norges Bank	N/A	—	441,388	-441,388	-100%	$71.6M	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	440,131	-440,131	-100%	$71.4M	—	—	—
Telemark Asset Management, LLC	N/A	—	425,000	-425,000	-100%	$69.0M	—	—	—
Invesco Ltd.	N/A	—	409,630	-409,630	-100%	$66.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	375,907	-375,907	-100%	$61.0M	—	—	—
American Capital Management Inc	N/A	—	362,271	-362,271	-100%	$58.8M	—	—	—
Greenhouse Funds Lllp	N/A	—	356,787	-356,787	-100%	$57.9M	—	—	—
Artisan Partners Limited Partnership	N/A	—	355,774	-355,774	-100%	$57.7M	—	—	—
DF Dent & Co Inc	N/A	—	332,049	-332,049	-100%	$53.9M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	331,079	-331,079	-100%	$53.7M	—	—	—
Jane Street Group, LLC	N/A	—	327,955	-327,955	-100%	$53.2M	—	—	—
Champlain Investment Partners, LLC	N/A	—	326,007	-326,007	-100%	$52.9M	—	—	—
Nuveen, LLC	N/A	—	318,071	-318,071	-100%	$51.6M	—	—	—
Citadel Advisors LLC	N/A	—	311,731	-311,731	-100%	$50.6M	—	—	—
Harvey Partners, LLC	N/A	—	294,122	-294,122	-100%	$47.7M	—	—	—
Jupiter Topco LLC	N/A	—	274,898	-274,898	-100%	$44.6M	—	—	—
Federated Hermes, Inc.	N/A	—	274,825	-274,825	-100%	$44.6M	—	—	—
Legal & General Group Plc	N/A	—	263,741	-263,741	-100%	$42.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	255,983	-255,983	-100%	$41.5M	—	—	—
Oberweis Asset Management Inc/	N/A	—	244,260	-244,260	-100%	$39.6M	—	—	—
UBS Group AG	N/A	—	222,416	-222,416	-100%	$36.1M	—	—	—
Franklin Resources Inc	N/A	—	219,097	-219,097	-100%	$35.5M	—	—	—
Clearline Capital LP	N/A	—	212,466	-212,466	-100%	$34.5M	—	—	—
Victory Capital Management Inc	N/A	—	201,909	-201,909	-100%	$32.8M	—	—	—
Bessemer Group Inc	N/A	—	193,000	-193,000	-100%	$31.3M	—	—	—
Balyasny Asset Management L.P.	N/A	—	191,700	-191,700	-100%	$31.1M	—	—	—
Royal Bank of Canada	N/A	—	187,685	-187,685	-100%	$30.4M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	187,559	-187,559	-100%	$30.4M	—	—	—
WCM Investment Management, LLC	N/A	—	185,240	-185,240	-100%	$29.2M	—	—	—
Ameriprise Financial Inc	N/A	—	179,316	-179,316	-100%	$29.1M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	178,571	-178,571	-100%	$29.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	170,009	-170,009	-100%	$27.6M	—	—	—
Blair William & Co	N/A	—	164,844	-164,844	-100%	$26.7M	—	—	—
Marshall Wace, LLP	N/A	—	157,818	-157,818	-100%	$25.6M	—	—	—
Fred Alger Management, LLC	N/A	—	151,395	-151,395	-100%	$24.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	150,663	-150,663	-100%	$24.4M	—	—	—
Aristotle Capital Boston, LLC	N/A	—	139,009	-139,009	-100%	$22.6M	—	—	—
New York State Common Retirement Fund	N/A	—	135,175	-135,175	-100%	$21.9M	—	—	—
Bradley Foster & Sargent Inc	N/A	—	132,665	-132,665	-100%	$21.5M	—	—	—
Southpoint Capital Advisors LP	N/A	—	130,000	-130,000	-100%	$21.1M	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	113,444	-113,444	-100%	$18.4M	—	—	—
Rhumbline Advisers	N/A	—	108,062	-108,062	-100%	$17.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	106,449	-106,449	-100%	$17.3M	—	—	—
Osterweis Capital Management Inc	N/A	—	105,125	-105,125	-100%	$17.1M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	104,860	-104,860	-100%	$17.0M	—	—	—
Axiom Investors LLC	N/A	—	100,168	-100,168	-100%	$16.3M	—	—	—
AQR Capital Management LLC	N/A	—	95,254	-95,254	-100%	$15.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	92,426	-92,426	-100%	$15.0M	—	—	—
Bridgewater Associates, LP	N/A	—	90,124	-90,124	-100%	$14.6M	—	—	—
Raymond James Financial Inc	N/A	—	83,199	-83,199	-100%	$13.5M	—	—	—
Castleark Management LLC	N/A	—	83,190	-83,190	-100%	$13.5M	—	—	—
HRT Financial LP	N/A	—	78,004	-78,004	-100%	$12.7M	—	—	—
Alliancebernstein L.P.	N/A	—	76,288	-76,288	-100%	$9.0M	—	—	—
Swiss National Bank	N/A	—	71,600	-71,600	-100%	$11.6M	—	—	—
Hudson Bay Capital Management LP	N/A	—	71,428	-71,428	-100%	$11.6M	—	—	—
Scopus Asset Management, L.P.	N/A	—	66,669	-66,669	-100%	$10.8M	—	—	—
G2 Investment Partners Management LLC	N/A	—	65,685	-65,685	-100%	$10.7M	—	—	—
Select Equity Group, L.P.	N/A	—	60,724	-60,724	-100%	$9.9M	—	—	—
Ghisallo Capital Management LLC	N/A	—	60,010	-60,010	-100%	$9.7M	—	—	—
Blackstone Inc.	N/A	—	59,977	-59,977	-100%	$9.7M	—	—	—
Wells Fargo & Company	N/A	—	59,302	-59,302	-100%	$9.6M	—	—	—
California Public Employees Retirement System	N/A	—	56,983	-56,983	-100%	$9.2M	—	—	—
Catawba River Capital	N/A	—	52,245	-52,245	-100%	$8.5M	—	—	—
Voloridge Investment Management, LLC	N/A	—	49,128	-49,128	-100%	$8.0M	—	—	—
Krane Funds Advisors LLC	N/A	—	48,585	-48,585	-100%	$7.9M	—	—	—
Natixis Advisors, LLC	N/A	—	46,943	-46,943	-100%	$7.6M	—	—	—
Jones Financial Companies Lllp	N/A	—	44,549	-44,549	-100%	$7.0M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	42,330	-42,330	-100%	$6.8M	—	—	—
California State Teachers Retirement System	N/A	—	41,758	-41,758	-100%	$6.8M	—	—	—
MetLife Investment Management, LLC	N/A	—	37,681	-37,681	-100%	$6.1M	—	—	—
Tidal Investments LLC	N/A	—	34,631	-34,631	-100%	$5.6M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	32,928	-32,928	-100%	$5.3M	—	—	—
Intech Investment Management LLC	N/A	—	30,254	-30,254	-100%	$4.9M	—	—	—
Resolute Capital Asset Partners LLC	N/A	—	30,000	-30,000	-100%	$4.9M	—	—	—
Portolan Capital Management, LLC	N/A	—	26,972	-26,972	-100%	$4.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	26,122	-26,122	-100%	$4.2M	—	—	—
Pathstone Holdings, LLC	N/A	—	24,533	-24,533	-100%	$4.0M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	23,969	-23,969	-100%	$3.9M	—	—	—
Stifel Financial Corp	N/A	—	20,835	-20,835	-100%	$3.4M	—	—	—
XTX Topco Ltd	N/A	—	20,330	-20,330	-100%	$3.3M	—	—	—
Canada Life Assurance Co	N/A	—	20,286	-20,286	-100%	$3.3M	—	—	—
Two Sigma Investments, LP	N/A	—	18,998	-18,998	-100%	$3.1M	—	—	—
Clear Street Group Inc.	N/A	—	17,765	-17,765	-100%	$2.9M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	17,510	-17,510	-100%	$2.8M	—	—	—
Cetera Investment Advisers	N/A	—	16,726	-16,726	-100%	$2.7M	—	—	—
Boothbay Fund Management, LLC	N/A	—	15,395	-15,395	-100%	$2.5M	—	—	—
TD Asset Management Inc	N/A	—	15,182	-15,182	-100%	$2.5M	—	—	—
Captrust Financial Advisors	N/A	—	14,963	-14,963	-100%	$2.4M	—	—	—
FMR LLC	N/A	—	14,615	-14,615	-100%	$2.4M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	13,790	-13,790	-100%	$2.2M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	13,652	-13,652	-100%	$2.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	13,521	-13,521	-100%	$2.2M	—	—	—
Polen Capital Management LLC	N/A	—	13,366	-13,366	-100%	$2.2M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	13,250	-13,250	-100%	$2.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	13,088	-13,088	-100%	$2.1M	—	—	—
Handelsbanken Fonder AB	N/A	—	12,611	-12,611	-100%	$2.0K	—	—	—
Cerity Partners LLC	N/A	—	12,550	-12,550	-100%	$2.0M	—	—	—
Quantinno Capital Management LP	N/A	—	11,791	-11,791	-100%	$1.9M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	10,803	-10,803	-100%	$1.8M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	10,705	-10,705	-100%	$1.7M	—	—	—
Holocene Advisors, LP	N/A	—	10,408	-10,408	-100%	$1.7M	—	—	—
1492 Capital Management LLC	N/A	—	10,324	-10,324	-100%	$1.7M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	10,022	-10,022	-100%	$1.6M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	9,850	-9,850	-100%	$1.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	9,087	-9,087	-100%	$1.5M	—	—	—
Van Eck Associates Corp	N/A	—	8,917	-8,917	-100%	$1.4M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	8,858	-8,858	-100%	$1.4M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	8,700	-8,700	-100%	$1.4M	—	—	—
Glenmede Trust Co NA	N/A	—	8,276	-8,276	-100%	$1.3M	—	—	—
SG Americas Securities, LLC	N/A	—	8,235	-8,235	-100%	$1.3M	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	8,010	-8,010	-100%	$1.3M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	7,989	-7,989	-100%	$1.3M	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	7,949	-7,949	-100%	$1.3M	—	—	—
BNP Paribas Financial Markets	N/A	—	7,837	-7,837	-100%	$1.3M	—	—	—
Neuberger Berman Group LLC	N/A	—	7,689	-7,689	-100%	$1.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	7,634	-7,634	-100%	$1.2M	—	—	—
Empowered Funds, LLC	N/A	—	7,173	-7,173	-100%	$1.2M	—	—	—
Voya Investment Management LLC	N/A	—	6,880	-6,880	-100%	$1.1M	—	—	—
Legato Capital Management LLC	N/A	—	6,674	-6,674	-100%	$1.1M	—	—	—
Prudential Financial Inc	N/A	—	6,490	-6,490	-100%	$1.1M	—	—	—
USS Investment Management Ltd	N/A	—	5,900	-5,900	-100%	$956.9K	—	—	—
Gotham Asset Management, LLC	N/A	—	5,863	-5,863	-100%	$951.2K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	5,836	-5,836	-100%	$946.8K	—	—	—
Two Sigma Securities, LLC	N/A	—	5,835	-5,835	-100%	$946.7K	—	—	—
Jump Financial, LLC	N/A	—	5,605	-5,605	-100%	$909.4K	—	—	—
Commerce Bank	N/A	—	5,470	-5,470	-100%	$887.5K	—	—	—
M&T Bank Corp	N/A	—	5,394	-5,394	-100%	$875.0K	—	—	—
Fiduciary Trust Co	N/A	—	5,292	-5,292	-100%	$858.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,111	-5,111	-100%	$829.2K	—	—	—
MML Investors Services, LLC	N/A	—	5,025	-5,025	-100%	$815.3K	—	—	—
Banque Transatlantique SA	N/A	—	4,941	-4,941	-100%	$801.6K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	4,856	-4,856	-100%	$787.8K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	4,845	-4,845	-100%	$786.1K	—	—	—
Verition Fund Management LLC	N/A	—	4,806	-4,806	-100%	$779.7K	—	—	—
State of Wisconsin Investment Board	N/A	—	4,779	-4,779	-100%	$775.3K	—	—	—
Toronto Dominion Bank	N/A	—	4,579	-4,579	-100%	$743.0K	—	—	—
Callan Family Office, LLC	N/A	—	4,482	-4,482	-100%	$727.2K	—	—	—
Summitry LLC	N/A	—	4,394	-4,394	-100%	$712.9K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	4,042	-4,042	-100%	$655.8K	—	—	—
Pacer Advisors, Inc.	N/A	—	4,030	-4,030	-100%	$654.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,631	-3,631	-100%	$589.1K	—	—	—
Nicolet Bankshares Inc	N/A	—	3,624	-3,624	-100%	$597.6K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	3,616	-3,616	-100%	$586.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	3,554	-3,554	-100%	$576.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,535	-3,535	-100%	$573.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,472	-3,472	-100%	$563.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,455	-3,455	-100%	$560.5K	—	—	—
Polymer Capital Management (US) LLC	N/A	—	3,423	-3,423	-100%	$555.3K	—	—	—
Evolve Private Wealth, LLC	N/A	—	3,247	-3,247	-100%	$526.8K	—	—	—
Marex Group Ltd	N/A	—	3,125	-3,125	-100%	$507.0K	—	—	—
Bank of Montreal	N/A	—	3,079	-3,079	-100%	$499.5K	—	—	—
Argent Trust Co	N/A	—	2,918	-2,918	-100%	$473.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,746	-2,746	-100%	$445.5K	—	—	—
Teacher Retirement System of Texas	N/A	—	2,551	-2,551	-100%	$413.9K	—	—	—
GTS Securities LLC	N/A	—	2,413	-2,413	-100%	$391.5K	—	—	—
Canada Pension Plan Investment Board	N/A	—	2,400	-2,400	-100%	$389.4K	—	—	—
Phoenix Financial Ltd.	N/A	—	2,300	-2,300	-100%	$372.0K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	2,169	-2,169	-100%	$351.9K	—	—	—
Quent Capital, LLC	N/A	—	2,034	-2,034	-100%	$330.0K	—	—	—
Madison Wealth Partners, Inc	N/A	—	1,983	-1,983	-100%	$321.7K	—	—	—
Marco Investment Management LLC	N/A	—	1,970	-1,970	-100%	$319.6K	—	—	—
DnB Asset Management AS	N/A	—	1,969	-1,969	-100%	$319.5K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	1,914	-1,914	-100%	$310.5K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	1,904	-1,904	-100%	$308.9K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	1,843	-1,843	-100%	$299.0K	—	—	—
Coldstream Capital Management Inc	N/A	—	1,707	-1,707	-100%	$276.9K	—	—	—
Picton Mahoney Asset Management	N/A	—	1,690	-1,690	-100%	$274.2K	—	—	—
AE Wealth Management LLC	N/A	—	1,616	-1,616	-100%	$262.2K	—	—	—
Aquatic Capital Management LLC	N/A	—	1,602	-1,602	-100%	$259.9K	—	—	—
Engineers Gate Manager LP	N/A	—	1,600	-1,600	-100%	$259.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,527	-1,527	-100%	$247.7K	—	—	—
Aviva PLC	N/A	—	1,429	-1,429	-100%	$231.8K	—	—	—
Graticule Asia Macro Advisors LLC	N/A	—	1,420	-1,420	-100%	$230.4K	—	—	—
Intellectus Partners, LLC	N/A	—	1,405	-1,405	-100%	$227.9K	—	—	—
Headlands Technologies LLC	N/A	—	1,403	-1,403	-100%	$227.6K	—	—	—
SkyView Investment Advisors, LLC	N/A	—	1,400	-1,400	-100%	$227.0K	—	—	—
HSBC Holdings PLC	N/A	—	1,368	-1,368	-100%	$221.9K	—	—	—
Connable Office Inc	N/A	—	1,326	-1,326	-100%	$215.1K	—	—	—
Baird Financial Group, Inc.	N/A	—	1,304	-1,304	-100%	$211.6K	—	—	—
Armistice Capital, LLC	N/A	—	1,239	-1,239	-100%	$201.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,196	-1,196	-100%	$194.0K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	951	-951	-100%	$154.3K	—	—	—
Arax Advisory Partners	N/A	—	911	-911	-100%	$147.8K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	795	-795	-100%	$129.0K	—	—	—
Huntington National Bank	N/A	—	573	-573	-100%	$93.0K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	243	-243	-100%	$39.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	210	-210	-100%	$34.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	203	-203	-100%	$32.0K	—	—	—
Optiver Holding B.V.	N/A	—	202	-202	-100%	$32.8K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	198	-198	-100%	$32.1K	—	—	—
Wellington-Altus USA Inc.	N/A	—	196	-196	-100%	$23.2K	—	—	—
Rothschild Investment LLC	N/A	—	189	-189	-100%	$30.7K	—	—	—
Swan Capital LLC	N/A	—	156	-156	-100%	$25.3K	—	—	—
Crewe Advisors LLC	N/A	—	131	-131	-100%	$21.3K	—	—	—
Quantbot Technologies LP	N/A	—	69	-69	-100%	$11.2K	—	—	—
LRI Investments, LLC	N/A	—	45	-45	-100%	$7.3K	—	—	—
CVA Family Office, LLC	N/A	—	37	-37	-100%	$6.0K	—	—	—
BFC Planning, Inc.	N/A	—	33	-33	-100%	$5.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	33	-33	-100%	$5.4K	—	—	—
Sachetta, LLC	N/A	—	18	-18	-100%	$2.9K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	17	-17	-100%	$2.8K	—	—	—
Kilter Group LLC	N/A	—	16	-16	-100%	$2.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	11	-11	-100%	$1.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	9	-9	-100%	$1.5K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	6	-6	-100%	$973	—	—	—
HFM Investment Advisors, LLC	N/A	—	5	-5	-100%	$812	—	—	—
Raffa Wealth Management, LLC	N/A	—	5	-5	-100%	$811	—	—	—
Rialto Wealth Management, LLC	N/A	—	4	-4	-100%	$649	—	—	—
SHP Wealth Management	N/A	—	1	-1	-100%	$162	—	—	—
Nomura Asset Management Co LTD	N/A	—	0	0	—	$0	—	—	—

Showing 411 of 411 institutions