Onespan Inc (OSPN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares1,910,302 from 1,730,038

Change+180,264 (+10%)

Value$34.2M (+$9.4M)

Filed 2026-11-04

LSV Asset Management

INCREASED

Shares1,687,066 from 1,502,897

Change+184,169 (+12%)

Value$30.2K (-$21.5M)

Filed 2026-11-06

Acadian Asset Management LLC

DECREASED

Shares1,335,067 from 1,360,592

Change-25,525 (-2%)

Value$23.9K (-$19.5M)

Filed 2026-11-09

Geode Capital Management, LLC

DECREASED

Shares982,221 from 1,010,765

Change-28,544 (-3%)

Value$17.6M (+$3.1M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares575,444 from 506,758

Change+68,686 (+14%)

Value$10.3M (+$3.0M)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares565,896 from 592,408

Change-26,512 (-4%)

Value$10.1M (+$1.6M)

Filed 2026-11-06

Deprince Race & Zollo Inc

DECREASED

Shares427,359 from 449,030

Change-21,671 (-5%)

Value$7.7M (+$1.2M)

Filed 2026-10-13

Royce & Associates LP

DECREASED

Shares280,136 from 310,136

Change-30,000 (-10%)

Value$5.0M (+$566.8K)

Filed 2026-11-09

Creative Planning

INCREASED

Shares189,502 from 161,011

Change+28,491 (+18%)

Value$3.4M (+$1.1M)

Filed 2026-11-02

Leuthold Group, LLC

NEW

Shares152,032

Change+152,032

Value$2.7M

Filed 2026-11-04

Citigroup Inc

INCREASED

Shares116,936 from 115,013

Change+1,923 (+2%)

Value$2.1M (+$443.9K)

Filed 2026-11-04

Range Financial Group LLC

NEW

Shares112,112

Change+112,112

Value$2.0M

Filed 2026-10-21

Principal Financial Group Inc

DECREASED

Shares82,895 from 125,329

Change-42,434 (-34%)

Value$1.5M (-$313.8K)

Filed 2026-11-02

Simplex Trading, LLC

INCREASED

Shares48,214 from 27,850

Change+20,364 (+73%)

Value$863.5K (+$463.9K)

Filed 2026-11-04

Savant Capital, LLC

INCREASED

Shares43,949 from 33,219

Change+10,730 (+32%)

Value$787.1K (+$373.5K)

Filed 2026-11-06

Achmea Investment Management B.V.

NEW

Shares39,200

Change+39,200

Value$702.6K

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares38,535 from 39,270

Change-735 (-2%)

Value$694.0K (+$98.3K)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares38,088 from 38,120

Change-32 (0%)

Value$682.2K (+$135.1K)

Filed 2026-11-06

Alps Advisors Inc

NEW

Shares33,120

Change+33,120

Value$593.2K

Filed 2026-11-03

Deutsche Bank Ag\

DECREASED

Shares32,912 from 40,058

Change-7,146 (-18%)

Value$589.5K (+$14.6K)

Filed 2026-11-06

Carolina Wealth Advisors, LLC

NEW

Shares22,501

Change+22,501

Value$403.0K

Filed 2026-10-23

Hohimer Wealth Management, LLC

INCREASED

Shares21,486 from 20,562

Change+924 (+4%)

Value$384.8K (+$89.7K)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares21,470 from 12,332

Change+9,138 (+74%)

Value$384.5K (+$207.6K)

Filed 2026-11-06

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares18,608 from 13,150

Change+5,458 (+42%)

Value$333.3K (+$144.6K)

Filed 2026-11-03

Abacus Wealth Partners, LLC

DECREASED

Shares18,300 from 19,965

Change-1,665 (-8%)

Value$327.8K (+$41.3K)

Filed 2026-11-03

Bridge City Capital, LLC

DECREASED

Shares16,137 from 29,782

Change-13,645 (-46%)

Value$289.0K (-$138.4K)

Filed 2026-10-29

Anchyra Partners LLC

INCREASED

Shares15,055 from 12,361

Change+2,694 (+22%)

Value$269.6K (+$92.3K)

Filed 2026-10-13

Squarepoint Ops LLC

NEW

Shares14,792

Change+14,792

Value$264.9K

Filed 2026-11-09

Commonwealth Financial Services, LLC

UNCHANGED

Shares14,671 from 14,671

Change0 (0%)

Value$262.8K (+$52.2K)

Filed 2026-10-20

MacKenzie Financial Corp

DECREASED

Shares13,906 from 19,278

Change-5,372 (-28%)

Value$249.1K (-$27.6K)

Filed 2026-11-02

State of Wyoming

DECREASED

Shares13,671 from 28,103

Change-14,432 (-51%)

Value$244.8K (-$158.4K)

Filed 2026-10-28

Y.D. More Investments Ltd

NEW

Shares12,718

Change+12,718

Value$227.8K

Filed 2026-11-02

Park Capital Management, LLC / WI

UNCHANGED

Shares12,125 from 12,125

Change0 (0%)

Value$217.2K (+$43.2K)

Filed 2026-10-13

Brighton Jones LLC

INCREASED

Shares10,692 from 10,192

Change+500 (+5%)

Value$191.5K (+$45.2K)

Filed 2026-11-03

Able Wealth Management LLC

DECREASED

Shares10,599 from 10,823

Change-224 (-2%)

Value$195.2K (+$46.4K)

Filed 2026-10-13

Vest Financial, LLC

NEW

Shares10,573

Change+10,573

Value$189.4K

Filed 2026-10-21

Merit Financial Group, LLC

NEW

Shares10,134

Change+10,134

Value$181.5K

Filed 2026-11-06

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares10,096 from 10,096

Change0 (0%)

Value$180.8K (+$35.9K)

Filed 2026-11-09

Signaturefd, LLC

INCREASED

Shares8,874 from 2,732

Change+6,142 (+225%)

Value$158.9K (+$119.7K)

Filed 2026-10-23

Harbor Capital Advisors, Inc.

DECREASED

Shares8,778 from 9,245

Change-467 (-5%)

Value$157 (-$132.8K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares7,781 from 6,960

Change+821 (+12%)

Value$139.4K (+$39.5K)

Filed 2026-10-08

State of Alaska, Department of Revenue

UNCHANGED

Shares6,181 from 6,181

Change0 (0%)

Value$110 (-$87.9K)

Filed 2026-10-15

Copeland Capital Management, LLC

DECREASED

Shares5,072 from 6,874

Change-1,802 (-26%)

Value$90.8K (-$7.8K)

Filed 2026-10-13

Parallel Advisors, LLC

UNCHANGED

Shares4,619 from 4,619

Change0 (0%)

Value$82.7K (+$16.4K)

Filed 2026-11-03

Versant Capital Management, Inc

INCREASED

Shares3,125 from 3,043

Change+82 (+3%)

Value$56.0K (+$12.3K)

Filed 2026-10-02

Allworth Financial LP

UNCHANGED

Shares2,528 from 2,528

Change0 (0%)

Value$36.3K ($0)

Filed 2026-11-06

Migdal Insurance & Financial Holdings Ltd.

INCREASED

Shares2,500 from 2,000

Change+500 (+25%)

Value$44.8K (+$16.1K)

Filed 2026-11-09

Farther Finance Advisors, LLC

DECREASED

Shares2,422 from 2,650

Change-228 (-9%)

Value$43.4K (+$5.4K)

Filed 2026-10-08

PNC Financial Services Group, Inc.

DECREASED

Shares2,156 from 2,214

Change-58 (-3%)

Value$38.6K (+$6.8K)

Filed 2026-11-06

Fifth Third Bancorp

INCREASED

Shares1,784 from 306

Change+1,478 (+483%)

Value$32.0K (+$27.6K)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares1,561 from 1,561

Change0 (0%)

Value$28.0K (+$5.6K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares1,487 from 1,454

Change+33 (+2%)

Value$26.6K (+$5.8K)

Filed 2026-11-04

Essential Partners LLC

INCREASED

Shares999 from 850

Change+149 (+18%)

Value$17.9K (+$5.7K)

Filed 2026-10-14

Sterling Capital Management LLC

DECREASED

Shares724 from 752

Change-28 (-4%)

Value$13.0K (+$2.2K)

Filed 2026-10-22

N.E.W. Advisory Services LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$10.7K (+$2.1K)

Filed 2026-11-09

SBI Securities Co., Ltd.

UNCHANGED

Shares585 from 585

Change0 (0%)

Value$10.5K (+$2.1K)

Filed 2026-10-22

True Wealth Design, LLC

INCREASED

Shares577 from 550

Change+27 (+5%)

Value$10.3K (+$2.4K)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares472

Change+472

Value$8.5K

Filed 2026-10-21

SJS Investment Consulting Inc.

INCREASED

Shares373 from 38

Change+335 (+882%)

Value$6.7K (+$6.1K)

Filed 2026-10-26

Capital Advisors, Ltd. LLC

UNCHANGED

Shares343 from 343

Change0 (0%)

Value$6 (+$1)

Filed 2026-10-27

Private Wealth Management Group, LLC

UNCHANGED

Shares306 from 306

Change0 (0%)

Value$5.5K (+$1.1K)

Filed 2026-10-19

IFP Advisors, Inc

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$4.5K (+$890)

Filed 2026-10-16

Ascentis Independent Advisors

NEW

Shares244

Change+244

Value$4.4K

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares154 from 154

Change0 (0%)

Value$2.8K (+$548)

Filed 2026-10-21

Larson Financial Group LLC

DECREASED

Shares135 from 144

Change-9 (-6%)

Value$2.4K (+$352)

Filed 2026-11-05

Nisa Investment Advisors, LLC

DECREASED

Shares128 from 758

Change-630 (-83%)

Value$2.3K (-$8.6K)

Filed 2026-10-20

Provenance Wealth Advisors, LLC

NEW

Shares102

Change+102

Value$1.8K

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares92 from 92

Change0 (0%)

Value$1.6K (+$328)

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares69 from 86

Change-17 (-20%)

Value$1.2K (+$2)

Filed 2026-10-05

Bare Financial Services, Inc

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$842 (+$168)

Filed 2026-11-04

Fortitude Family Office, LLC

INCREASED

Shares29 from 22

Change+7 (+32%)

Value$519 (+$203)

Filed 2026-10-14

Bell Investment Advisors, Inc

NEW

Shares28

Change+28

Value$502

Filed 2026-10-29

Clearstead Advisors, LLC

DECREASED

Shares11 from 45

Change-34 (-76%)

Value$198 (-$448)

Filed 2026-11-06

Monetary Solutions, Ltd

NEW

Shares7

Change+7

Value$125

Filed 2026-10-22

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 55,990

Change-55,990 (-100%)

Value$0 (-$803.5K)

Filed 2026-10-16

Sentinel Trust Co LBA

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$287)

Filed 2026-11-03

Arthur M. Cohen & Associates, LLC

CLOSED

Shares0 from 17,000

Change-17,000 (-100%)

Value$0 (-$244.0K)

Filed 2026-10-26

GW Henssler & Associates LTD

CLOSED

Shares0 from 12,011

Change-12,011 (-100%)

Value$0 (-$172.4K)

Filed 2026-10-26

Hennessy Advisors Inc

CLOSED

Shares0 from 11,184

Change-11,184 (-100%)

Value$0 (-$160.5K)

Filed 2026-10-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,950

Change-1,950 (-100%)

Value$0 (-$28.7K)

Filed 2026-11-02

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 1,250

Change-1,250 (-100%)

Value$0 (-$18.4K)

Filed 2026-10-16

CoreCap Advisors, LLC

CLOSED

Shares0 from 1,053

Change-1,053 (-100%)

Value$0 (-$15.1K)

Filed 2026-10-08

Tsfg, LLC

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$6)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$402)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 4,153,763

Change-4,153,763 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,177,532

Change-2,177,532 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 1,780,731

Change-1,780,731 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,529,282

Change-1,529,282 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,424,996

Change-1,424,996 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,358,422

Change-1,358,422 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,358,367

Change-1,358,367 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,188,680

Change-1,188,680 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 790,868

Change-790,868 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 747,592

Change-747,592 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 735,881

Change-735,881 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 468,858

Change-468,858 (-100%)

Value—

TCW Group Inc

N/A

Shares— from 464,349

Change-464,349 (-100%)

Value—

FMR LLC

N/A

Shares— from 451,544

Change-451,544 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 425,920

Change-425,920 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 415,896

Change-415,896 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 355,598

Change-355,598 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 352,389

Change-352,389 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 342,600

Change-342,600 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 319,024

Change-319,024 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 312,014

Change-312,014 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 301,609

Change-301,609 (-100%)

Value—

Lynrock Lake LP

N/A

Shares— from 300,666

Change-300,666 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 245,684

Change-245,684 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 207,970

Change-207,970 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 191,070

Change-191,070 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 188,633

Change-188,633 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 184,797

Change-184,797 (-100%)

Value—

Clark Estates Inc

N/A

Shares— from 177,000

Change-177,000 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 173,050

Change-173,050 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 166,911

Change-166,911 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 161,783

Change-161,783 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 151,425

Change-151,425 (-100%)

Value—

IQ EQ Fund Management (Ireland) Ltd

N/A

Shares— from 149,252

Change-149,252 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 130,530

Change-130,530 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 130,001

Change-130,001 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 128,357

Change-128,357 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 122,854

Change-122,854 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 118,056

Change-118,056 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 117,837

Change-117,837 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 113,914

Change-113,914 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 113,872

Change-113,872 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 112,272

Change-112,272 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 109,204

Change-109,204 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 104,619

Change-104,619 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 102,835

Change-102,835 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 96,295

Change-96,295 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 94,937

Change-94,937 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 90,142

Change-90,142 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 85,636

Change-85,636 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 81,229

Change-81,229 (-100%)

Value—

Scalar Gauge Management, LLC

N/A

Shares— from 76,641

Change-76,641 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 71,066

Change-71,066 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 62,332

Change-62,332 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 61,100

Change-61,100 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 56,750

Change-56,750 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 54,177

Change-54,177 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 52,784

Change-52,784 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 47,837

Change-47,837 (-100%)

Value—

UBS Group AG

N/A

Shares— from 46,169

Change-46,169 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 46,009

Change-46,009 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 44,234

Change-44,234 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 43,055

Change-43,055 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 42,994

Change-42,994 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 39,555

Change-39,555 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 34,662

Change-34,662 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 32,669

Change-32,669 (-100%)

Value—

Aviva PLC

N/A

Shares— from 31,852

Change-31,852 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 31,700

Change-31,700 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 31,517

Change-31,517 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 28,843

Change-28,843 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 26,928

Change-26,928 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 26,684

Change-26,684 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 24,333

Change-24,333 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 21,342

Change-21,342 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 20,734

Change-20,734 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 20,439

Change-20,439 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 19,875

Change-19,875 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 19,319

Change-19,319 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 19,150

Change-19,150 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 19,012

Change-19,012 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 18,273

Change-18,273 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 16,356

Change-16,356 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 15,528

Change-15,528 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 15,500

Change-15,500 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 14,899

Change-14,899 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 14,706

Change-14,706 (-100%)

Value—

Connors Investor Services Inc

N/A

Shares— from 14,487

Change-14,487 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 14,112

Change-14,112 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 13,734

Change-13,734 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 13,504

Change-13,504 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 13,491

Change-13,491 (-100%)

Value—

Spark Investment Management LLC

N/A

Shares— from 13,300

Change-13,300 (-100%)

Value—

SIG Brokerage, LP

N/A

Shares— from 13,050

Change-13,050 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 12,279

Change-12,279 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 12,050

Change-12,050 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 11,206

Change-11,206 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 10,905

Change-10,905 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,668

Change-9,668 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 7,597

Change-7,597 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 4,820

Change-4,820 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 4,353

Change-4,353 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,249

Change-4,249 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,016

Change-3,016 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,623

Change-1,623 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,553

Change-1,553 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,522

Change-1,522 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

BNP Paribas

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 950

Change-950 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 789

Change-789 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 514

Change-514 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 317

Change-317 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 218

Change-218 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 174

Change-174 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 151

Change-151 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 109

Change-109 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 104

Change-104 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 93

Change-93 (-100%)

Value—

Quarry LP

N/A

Shares— from 54

Change-54 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 49

Change-49 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 45

Change-45 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,910,302	1,730,038	+180,264	+10%	$24.8M	$34.2M	+$9.4M	2026-11-04
LSV Asset Management	INCREASED	1,687,066	1,502,897	+184,169	+12%	$21.6M	$30.2K	-$21.5M	2026-11-06
Acadian Asset Management LLC	DECREASED	1,335,067	1,360,592	-25,525	-2%	$19.5M	$23.9K	-$19.5M	2026-11-09
Geode Capital Management, LLC	DECREASED	982,221	1,010,765	-28,544	-3%	$14.5M	$17.6M	+$3.1M	2026-11-06
Bank of New York Mellon Corp	INCREASED	575,444	506,758	+68,686	+14%	$7.3M	$10.3M	+$3.0M	2026-11-05
Russell Investments Group, Ltd.	DECREASED	565,896	592,408	-26,512	-4%	$8.5M	$10.1M	+$1.6M	2026-11-06
Deprince Race & Zollo Inc	DECREASED	427,359	449,030	-21,671	-5%	$6.4M	$7.7M	+$1.2M	2026-10-13
Royce & Associates LP	DECREASED	280,136	310,136	-30,000	-10%	$4.5M	$5.0M	+$566.8K	2026-11-09
Creative Planning	INCREASED	189,502	161,011	+28,491	+18%	$2.3M	$3.4M	+$1.1M	2026-11-02
Leuthold Group, LLC	NEW	152,032	—	+152,032	—	—	$2.7M	—	2026-11-04
Citigroup Inc	INCREASED	116,936	115,013	+1,923	+2%	$1.7M	$2.1M	+$443.9K	2026-11-04
Range Financial Group LLC	NEW	112,112	—	+112,112	—	—	$2.0M	—	2026-10-21
Principal Financial Group Inc	DECREASED	82,895	125,329	-42,434	-34%	$1.8M	$1.5M	-$313.8K	2026-11-02
Simplex Trading, LLC	INCREASED	48,214	27,850	+20,364	+73%	$399.6K	$863.5K	+$463.9K	2026-11-04
Savant Capital, LLC	INCREASED	43,949	33,219	+10,730	+32%	$413.6K	$787.1K	+$373.5K	2026-11-06
Achmea Investment Management B.V.	NEW	39,200	—	+39,200	—	—	$702.6K	—	2026-10-30
Wealth Enhancement Advisory Services, LLC	DECREASED	38,535	39,270	-735	-2%	$595.7K	$694.0K	+$98.3K	2026-10-13
LPL Financial LLC	DECREASED	38,088	38,120	-32	0%	$547.0K	$682.2K	+$135.1K	2026-11-06
Alps Advisors Inc	NEW	33,120	—	+33,120	—	—	$593.2K	—	2026-11-03
Deutsche Bank Ag\	DECREASED	32,912	40,058	-7,146	-18%	$574.8K	$589.5K	+$14.6K	2026-11-06
Carolina Wealth Advisors, LLC	NEW	22,501	—	+22,501	—	—	$403.0K	—	2026-10-23
Hohimer Wealth Management, LLC	INCREASED	21,486	20,562	+924	+4%	$295.1K	$384.8K	+$89.7K	2026-11-04
Barclays PLC	INCREASED	21,470	12,332	+9,138	+74%	$177.0K	$384.5K	+$207.6K	2026-11-06
Mirae Asset Global Investments Co., Ltd.	INCREASED	18,608	13,150	+5,458	+42%	$188.7K	$333.3K	+$144.6K	2026-11-03
Abacus Wealth Partners, LLC	DECREASED	18,300	19,965	-1,665	-8%	$286.5K	$327.8K	+$41.3K	2026-11-03
Bridge City Capital, LLC	DECREASED	16,137	29,782	-13,645	-46%	$427.4K	$289.0K	-$138.4K	2026-10-29
Anchyra Partners LLC	INCREASED	15,055	12,361	+2,694	+22%	$177.4K	$269.6K	+$92.3K	2026-10-13
Squarepoint Ops LLC	NEW	14,792	—	+14,792	—	—	$264.9K	—	2026-11-09
Commonwealth Financial Services, LLC	UNCHANGED	14,671	14,671	0	0%	$210.5K	$262.8K	+$52.2K	2026-10-20
MacKenzie Financial Corp	DECREASED	13,906	19,278	-5,372	-28%	$276.6K	$249.1K	-$27.6K	2026-11-02
State of Wyoming	DECREASED	13,671	28,103	-14,432	-51%	$403.3K	$244.8K	-$158.4K	2026-10-28
Y.D. More Investments Ltd	NEW	12,718	—	+12,718	—	—	$227.8K	—	2026-11-02
Park Capital Management, LLC / WI	UNCHANGED	12,125	12,125	0	0%	$174.0K	$217.2K	+$43.2K	2026-10-13
Brighton Jones LLC	INCREASED	10,692	10,192	+500	+5%	$146.3K	$191.5K	+$45.2K	2026-11-03
Able Wealth Management LLC	DECREASED	10,599	10,823	-224	-2%	$148.9K	$195.2K	+$46.4K	2026-10-13
Vest Financial, LLC	NEW	10,573	—	+10,573	—	—	$189.4K	—	2026-10-21
Merit Financial Group, LLC	NEW	10,134	—	+10,134	—	—	$181.5K	—	2026-11-06
Police & Firemen's Retirement System of New Jersey	UNCHANGED	10,096	10,096	0	0%	$144.9K	$180.8K	+$35.9K	2026-11-09
Signaturefd, LLC	INCREASED	8,874	2,732	+6,142	+225%	$39.2K	$158.9K	+$119.7K	2026-10-23
Harbor Capital Advisors, Inc.	DECREASED	8,778	9,245	-467	-5%	$133.0K	$157	-$132.8K	2026-10-22
Gamma Investing LLC	INCREASED	7,781	6,960	+821	+12%	$99.9K	$139.4K	+$39.5K	2026-10-08
State of Alaska, Department of Revenue	UNCHANGED	6,181	6,181	0	0%	$88.0K	$110	-$87.9K	2026-10-15
Copeland Capital Management, LLC	DECREASED	5,072	6,874	-1,802	-26%	$98.6K	$90.8K	-$7.8K	2026-10-13
Parallel Advisors, LLC	UNCHANGED	4,619	4,619	0	0%	$66.3K	$82.7K	+$16.4K	2026-11-03
Versant Capital Management, Inc	INCREASED	3,125	3,043	+82	+3%	$43.7K	$56.0K	+$12.3K	2026-10-02
Allworth Financial LP	UNCHANGED	2,528	2,528	0	0%	$36.3K	$36.3K	$0	2026-11-06
Migdal Insurance & Financial Holdings Ltd.	INCREASED	2,500	2,000	+500	+25%	$28.7K	$44.8K	+$16.1K	2026-11-09
Farther Finance Advisors, LLC	DECREASED	2,422	2,650	-228	-9%	$38.0K	$43.4K	+$5.4K	2026-10-08
PNC Financial Services Group, Inc.	DECREASED	2,156	2,214	-58	-3%	$31.8K	$38.6K	+$6.8K	2026-11-06
Fifth Third Bancorp	INCREASED	1,784	306	+1,478	+483%	$4.4K	$32.0K	+$27.6K	2026-11-05
US Bancorp \de\	UNCHANGED	1,561	1,561	0	0%	$22.4K	$28.0K	+$5.6K	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	1,487	1,454	+33	+2%	$20.9K	$26.6K	+$5.8K	2026-11-04
Essential Partners LLC	INCREASED	999	850	+149	+18%	$12.2K	$17.9K	+$5.7K	2026-10-14
Sterling Capital Management LLC	DECREASED	724	752	-28	-4%	$10.8K	$13.0K	+$2.2K	2026-10-22
N.E.W. Advisory Services LLC	UNCHANGED	600	600	0	0%	$8.6K	$10.7K	+$2.1K	2026-11-09
SBI Securities Co., Ltd.	UNCHANGED	585	585	0	0%	$8.4K	$10.5K	+$2.1K	2026-10-22
True Wealth Design, LLC	INCREASED	577	550	+27	+5%	$7.9K	$10.3K	+$2.4K	2026-10-13
Root Financial Partners, LLC	NEW	472	—	+472	—	—	$8.5K	—	2026-10-21
SJS Investment Consulting Inc.	INCREASED	373	38	+335	+882%	$546	$6.7K	+$6.1K	2026-10-26
Capital Advisors, Ltd. LLC	UNCHANGED	343	343	0	0%	$5	$6	+$1	2026-10-27
Private Wealth Management Group, LLC	UNCHANGED	306	306	0	0%	$4.4K	$5.5K	+$1.1K	2026-10-19
IFP Advisors, Inc	UNCHANGED	250	250	0	0%	$3.6K	$4.5K	+$890	2026-10-16
Ascentis Independent Advisors	NEW	244	—	+244	—	—	$4.4K	—	2026-11-03
Assetmark, Inc	UNCHANGED	154	154	0	0%	$2.2K	$2.8K	+$548	2026-10-21
Larson Financial Group LLC	DECREASED	135	144	-9	-6%	$2.1K	$2.4K	+$352	2026-11-05
Nisa Investment Advisors, LLC	DECREASED	128	758	-630	-83%	$10.9K	$2.3K	-$8.6K	2026-10-20
Provenance Wealth Advisors, LLC	NEW	102	—	+102	—	—	$1.8K	—	2026-10-30
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	92	92	0	0%	$1.3K	$1.6K	+$328	2026-10-27
MassMutual Private Wealth & Trust, FSB	DECREASED	69	86	-17	-20%	$1.2K	$1.2K	+$2	2026-10-05
Bare Financial Services, Inc	UNCHANGED	47	47	0	0%	$674	$842	+$168	2026-11-04
Fortitude Family Office, LLC	INCREASED	29	22	+7	+32%	$316	$519	+$203	2026-10-14
Bell Investment Advisors, Inc	NEW	28	—	+28	—	—	$502	—	2026-10-29
Clearstead Advisors, LLC	DECREASED	11	45	-34	-76%	$646	$198	-$448	2026-11-06
Monetary Solutions, Ltd	NEW	7	—	+7	—	—	$125	—	2026-10-22
Y-Intercept (Hong Kong) Ltd	CLOSED	0	55,990	-55,990	-100%	$803.5K	$0	-$803.5K	2026-10-16
Sentinel Trust Co LBA	CLOSED	0	20,000	-20,000	-100%	$287	$0	-$287	2026-11-03
Arthur M. Cohen & Associates, LLC	CLOSED	0	17,000	-17,000	-100%	$244.0K	$0	-$244.0K	2026-10-26
GW Henssler & Associates LTD	CLOSED	0	12,011	-12,011	-100%	$172.4K	$0	-$172.4K	2026-10-26
Hennessy Advisors Inc	CLOSED	0	11,184	-11,184	-100%	$160.5K	$0	-$160.5K	2026-10-28
International Assets Investment Management, LLC	CLOSED	0	1,950	-1,950	-100%	$28.7K	$0	-$28.7K	2026-11-02
TD Waterhouse Canada Inc.	CLOSED	0	1,250	-1,250	-100%	$18.4K	$0	-$18.4K	2026-10-16
CoreCap Advisors, LLC	CLOSED	0	1,053	-1,053	-100%	$15.1K	$0	-$15.1K	2026-10-08
Tsfg, LLC	CLOSED	0	400	-400	-100%	$6	$0	-$6	2026-10-23
Caitong International Asset Management Co., Ltd	CLOSED	0	28	-28	-100%	$402	$0	-$402	2026-10-29
BlackRock, Inc.	N/A	—	4,153,763	-4,153,763	-100%	$59.6M	—	—	—
Legal & General Group Plc	N/A	—	2,177,532	-2,177,532	-100%	$31.2M	—	—	—
Neuberger Berman Group LLC	N/A	—	1,780,731	-1,780,731	-100%	$25.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,529,282	-1,529,282	-100%	$21.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,424,996	-1,424,996	-100%	$20.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,358,422	-1,358,422	-100%	$19.5M	—	—	—
State Street Corp	N/A	—	1,358,367	-1,358,367	-100%	$19.5M	—	—	—
AQR Capital Management LLC	N/A	—	1,188,680	-1,188,680	-100%	$17.1M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	790,868	-790,868	-100%	$11.3M	—	—	—
American Century Companies Inc	N/A	—	747,592	-747,592	-100%	$10.7M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	735,881	-735,881	-100%	$10.6M	—	—	—
Canada Life Assurance Co	N/A	—	468,858	-468,858	-100%	$6.7M	—	—	—
TCW Group Inc	N/A	—	464,349	-464,349	-100%	$6.7M	—	—	—
FMR LLC	N/A	—	451,544	-451,544	-100%	$6.5M	—	—	—
CSM Advisors, LLC	N/A	—	425,920	-425,920	-100%	$6.1M	—	—	—
Northern Trust Corp	N/A	—	415,896	-415,896	-100%	$6.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	355,598	-355,598	-100%	$5.1M	—	—	—
Morgan Stanley	N/A	—	352,389	-352,389	-100%	$5.1M	—	—	—
Nuveen, LLC	N/A	—	342,600	-342,600	-100%	$4.9M	—	—	—
Lazard Asset Management LLC	N/A	—	319,024	-319,024	-100%	$4.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	312,014	-312,014	-100%	$4.5M	—	—	—
Millennium Management LLC	N/A	—	301,609	-301,609	-100%	$4.3M	—	—	—
Lynrock Lake LP	N/A	—	300,666	-300,666	-100%	$4.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	245,684	-245,684	-100%	$3.5M	—	—	—
Kovack Advisors, Inc.	N/A	—	207,970	-207,970	-100%	$3.1M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	191,070	-191,070	-100%	$2.7M	—	—	—
Kennedy Capital Management LLC	N/A	—	188,633	-188,633	-100%	$2.7M	—	—	—
HRT Financial LP	N/A	—	184,797	-184,797	-100%	$2.7M	—	—	—
Clark Estates Inc	N/A	—	177,000	-177,000	-100%	$2.5M	—	—	—
Alliancebernstein L.P.	N/A	—	173,050	-173,050	-100%	$1.8M	—	—	—
JPMorgan Chase & Co	N/A	—	166,911	-166,911	-100%	$2.4M	—	—	—
First Trust Advisors LP	N/A	—	161,783	-161,783	-100%	$2.3M	—	—	—
Victory Capital Management Inc	N/A	—	151,425	-151,425	-100%	$2.2M	—	—	—
IQ EQ Fund Management (Ireland) Ltd	N/A	—	149,252	-149,252	-100%	$2.1M	—	—	—
Ameriprise Financial Inc	N/A	—	130,530	-130,530	-100%	$1.9M	—	—	—
EJF Capital LP	N/A	—	130,001	-130,001	-100%	$1.9M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	128,357	-128,357	-100%	$1.8M	—	—	—
Two Sigma Investments, LP	N/A	—	122,854	-122,854	-100%	$1.8M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	118,056	-118,056	-100%	$1.7M	—	—	—
Numerai GP LLC	N/A	—	117,837	-117,837	-100%	$1.7M	—	—	—
IEQ Capital, LLC	N/A	—	113,914	-113,914	-100%	$1.6M	—	—	—
Pacer Advisors, Inc.	N/A	—	113,872	-113,872	-100%	$1.6M	—	—	—
Raymond James Financial Inc	N/A	—	112,272	-112,272	-100%	$1.6M	—	—	—
GSA Capital Partners LLP	N/A	—	109,204	-109,204	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	104,619	-104,619	-100%	$1.5M	—	—	—
Mariner, LLC	N/A	—	102,835	-102,835	-100%	$1.5M	—	—	—
Invesco Ltd.	N/A	—	96,295	-96,295	-100%	$1.4M	—	—	—
Citadel Advisors LLC	N/A	—	94,937	-94,937	-100%	$1.4M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	90,142	-90,142	-100%	$1.3M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	85,636	-85,636	-100%	$1.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	81,229	-81,229	-100%	$1.2M	—	—	—
Scalar Gauge Management, LLC	N/A	—	76,641	-76,641	-100%	$1.1M	—	—	—
Martingale Asset Management L P	N/A	—	71,066	-71,066	-100%	$1.0M	—	—	—
Bank of America Corp	N/A	—	62,332	-62,332	-100%	$894.5K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	61,100	-61,100	-100%	$876.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	56,750	-56,750	-100%	$814.4K	—	—	—
Franklin Resources Inc	N/A	—	54,177	-54,177	-100%	$777.4K	—	—	—
Prelude Capital Management, LLC	N/A	—	52,784	-52,784	-100%	$757.5K	—	—	—
Rhumbline Advisers	N/A	—	47,837	-47,837	-100%	$686.5K	—	—	—
UBS Group AG	N/A	—	46,169	-46,169	-100%	$662.5K	—	—	—
Trexquant Investment LP	N/A	—	46,009	-46,009	-100%	$660.2K	—	—	—
Cerity Partners LLC	N/A	—	44,234	-44,234	-100%	$634.8K	—	—	—
Jane Street Group, LLC	N/A	—	43,055	-43,055	-100%	$617.8K	—	—	—
XTX Topco Ltd	N/A	—	42,994	-42,994	-100%	$617.0K	—	—	—
Globeflex Capital L P	N/A	—	39,555	-39,555	-100%	$567.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	34,662	-34,662	-100%	$497.4K	—	—	—
Vident Advisory, LLC	N/A	—	32,669	-32,669	-100%	$468.8K	—	—	—
Aviva PLC	N/A	—	31,852	-31,852	-100%	$457.1K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	31,700	-31,700	-100%	$454.9K	—	—	—
Wells Fargo & Company	N/A	—	31,517	-31,517	-100%	$452.3K	—	—	—
SG Americas Securities, LLC	N/A	—	28,843	-28,843	-100%	$414.0K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	26,928	-26,928	-100%	$386.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	26,684	-26,684	-100%	$382.9K	—	—	—
Ancora Advisors LLCA	N/A	—	24,333	-24,333	-100%	$349.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	21,342	-21,342	-100%	$306.3K	—	—	—
Headlands Technologies LLC	N/A	—	20,734	-20,734	-100%	$297.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	20,439	-20,439	-100%	$293.3K	—	—	—
Cambria Investment Management, L.P.	N/A	—	19,875	-19,875	-100%	$285.2K	—	—	—
Arax Advisory Partners	N/A	—	19,319	-19,319	-100%	$277.2K	—	—	—
Empirical Asset Management, LLC	N/A	—	19,150	-19,150	-100%	$274.8K	—	—	—
Snowden Capital Advisors LLC	N/A	—	19,012	-19,012	-100%	$272.8K	—	—	—
Advisors Asset Management, Inc.	N/A	—	18,273	-18,273	-100%	$262.2K	—	—	—
Captrust Financial Advisors	N/A	—	16,356	-16,356	-100%	$234.7K	—	—	—
HSBC Holdings PLC	N/A	—	15,528	-15,528	-100%	$221.3K	—	—	—
Engineers Gate Manager LP	N/A	—	15,500	-15,500	-100%	$222.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	14,899	-14,899	-100%	$213.8K	—	—	—
Summit Trail Advisors, LLC	N/A	—	14,706	-14,706	-100%	$211.0K	—	—	—
Connors Investor Services Inc	N/A	—	14,487	-14,487	-100%	$207.9K	—	—	—
Verdad Advisers, LP	N/A	—	14,112	-14,112	-100%	$202.5K	—	—	—
Mangrove Partners IM, LLC	N/A	—	13,734	-13,734	-100%	$197.1K	—	—	—
Inceptionr LLC	N/A	—	13,504	-13,504	-100%	$193.8K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	13,491	-13,491	-100%	$193.6K	—	—	—
Spark Investment Management LLC	N/A	—	13,300	-13,300	-100%	$190.9K	—	—	—
SIG Brokerage, LP	N/A	—	13,050	-13,050	-100%	$187.3K	—	—	—
one8zero8, LLC	N/A	—	13,000	-13,000	-100%	$186.6K	—	—	—
Meeder Asset Management Inc	N/A	—	12,279	-12,279	-100%	$176.2K	—	—	—
SEI Investments Co	N/A	—	12,050	-12,050	-100%	$172.9K	—	—	—
Royal Bank of Canada	N/A	—	11,206	-11,206	-100%	$160.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	10,905	-10,905	-100%	$156.5K	—	—	—
New York State Common Retirement Fund	N/A	—	9,668	-9,668	-100%	$138.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	7,597	-7,597	-100%	$109.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	4,820	-4,820	-100%	$69.2K	—	—	—
BFC Planning, Inc.	N/A	—	4,500	-4,500	-100%	$64.6K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	4,353	-4,353	-100%	$62.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,249	-4,249	-100%	$61.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,016	-3,016	-100%	$43.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,623	-1,623	-100%	$23.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,553	-1,553	-100%	$22.3K	—	—	—
WealthCollab, LLC	N/A	—	1,522	-1,522	-100%	$21.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,500	-1,500	-100%	$21.5K	—	—	—
BNP Paribas	N/A	—	1,000	-1,000	-100%	$14.4K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	950	-950	-100%	$13.6K	—	—	—
Rothschild Investment LLC	N/A	—	789	-789	-100%	$11.3K	—	—	—
California State Teachers Retirement System	N/A	—	514	-514	-100%	$7.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	317	-317	-100%	$4.5K	—	—	—
C M Bidwell & Associates LTD	N/A	—	218	-218	-100%	$3.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	174	-174	-100%	$2.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	151	-151	-100%	$2.2K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	109	-109	-100%	$1.6K	—	—	—
JPL Wealth Management, LLC	N/A	—	104	-104	-100%	$1.5K	—	—	—
Investors Portfolio Services LLC	N/A	—	93	-93	-100%	$1.3K	—	—	—
Quarry LP	N/A	—	54	-54	-100%	$775	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	49	-49	-100%	$703	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	45	-45	-100%	$646	—	—	—
Truvestments Capital LLC	N/A	—	1	-1	-100%	$9	—	—	—

Showing 209 of 209 institutions