Oscar Health Inc (OSCR)

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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Geode Capital Management, LLC

INCREASED

Shares7,103,241 from 5,819,186

Change+1,284,055 (+22%)

Value$221.6M (+$55.6M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares3,901,622 from 3,571,731

Change+329,891 (+9%)

Value$120.3M (+$18.4M)

Filed 2026-11-04

Assenagon Asset Management S.A.

INCREASED

Shares2,589,708 from 1,247,992

Change+1,341,716 (+108%)

Value$79.9M (+$44.3M)

Filed 2026-10-15

State of Michigan Retirement System

UNCHANGED

Shares1,450,000 from 1,450,000

Change0 (0%)

Value$44.7M (+$3.4M)

Filed 2026-10-27

Glynn Capital Management LLC

DECREASED

Shares1,380,836 from 2,575,828

Change-1,194,992 (-46%)

Value$42.6M (-$30.9M)

Filed 2026-10-07

Halter Ferguson Financial Inc.

INCREASED

Shares1,211,825 from 627,007

Change+584,818 (+93%)

Value$37.4M (+$19.5M)

Filed 2026-10-21

Wedge Capital Management L L P

DECREASED

Shares1,127,765 from 1,152,002

Change-24,237 (-2%)

Value$34.8M (+$1.9M)

Filed 2026-10-13

Russell Investments Group, Ltd.

INCREASED

Shares868,194 from 534,409

Change+333,785 (+62%)

Value$26.8M (+$11.5M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares810,937 from 772,515

Change+38,422 (+5%)

Value$25.0M (+$3.0M)

Filed 2026-11-05

Alphabet Inc.

UNCHANGED

Shares481,988 from 481,988

Change0 (0%)

Value$14.9M (+$1.1M)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares442,681 from 329,785

Change+112,896 (+34%)

Value$13.7M (+$4.2M)

Filed 2026-11-06

BI Asset Management Fondsmaeglerselskab A/S

INCREASED

Shares328,321 from 2,002

Change+326,319 (+16300%)

Value$10.1K (-$46.9K)

Filed 2026-10-22

RPG Investment Advisory, LLC

DECREASED

Shares274,781 from 490,218

Change-215,437 (-44%)

Value$8.5M (-$5.5M)

Filed 2026-10-21

Citigroup Inc

INCREASED

Shares254,580 from 192,367

Change+62,213 (+32%)

Value$7.9M (+$2.4M)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares240,176 from 257,674

Change-17,498 (-7%)

Value$7.4M (+$58.2K)

Filed 2026-11-06

Eurizon Capital SGR S.p.A.

DECREASED

Shares222,580 from 490,380

Change-267,800 (-55%)

Value$6.9M (-$7.1M)

Filed 2026-11-06

SEB Asset Management AB

DECREASED

Shares196,975 from 318,565

Change-121,590 (-38%)

Value$6.1M (-$3.0M)

Filed 2026-11-04

Imc-Chicago, LLC

DECREASED

Shares164,471 from 422,040

Change-257,569 (-61%)

Value$5.1M (-$7.0M)

Filed 2026-11-05

Simplex Trading, LLC

DECREASED

Shares158,715 from 325,509

Change-166,794 (-51%)

Value$4.9M (-$4.4M)

Filed 2026-11-04

Fifth Third Bancorp

INCREASED

Shares152,121 from 90,577

Change+61,544 (+68%)

Value$4.7M (+$2.1M)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares150,016 from 175,663

Change-25,647 (-15%)

Value$4.6M (-$383.4K)

Filed 2026-11-06

Axxion S.A.

DECREASED

Shares132,772 from 297,444

Change-164,672 (-55%)

Value$4.1M (-$4.4M)

Filed 2026-10-22

Creative Planning

INCREASED

Shares132,558 from 91,729

Change+40,829 (+45%)

Value$4.1M (+$1.5M)

Filed 2026-11-02

Thrivent Financial for Lutherans

DECREASED

Shares127,106 from 129,452

Change-2,346 (-2%)

Value$3.9K (-$3.7M)

Filed 2026-11-05

Inspire Investing, LLC

NEW

Shares94,466

Change+94,466

Value$2.9M

Filed 2026-10-22

Strs Ohio

INCREASED

Shares90,800 from 49,200

Change+41,600 (+85%)

Value$2.8M (+$1.4M)

Filed 2026-10-30

Smart Wealth LLC

NEW

Shares82,452

Change+82,452

Value$2.5M

Filed 2026-11-04

Jefferies Financial Group Inc.

DECREASED

Shares82,247 from 116,566

Change-34,319 (-29%)

Value$2.5M (-$788.0K)

Filed 2026-11-05

State of New Jersey Common Pension Fund D

INCREASED

Shares77,278 from 74,091

Change+3,187 (+4%)

Value$2.4M (+$270.2K)

Filed 2026-11-05

Convergence Investment Partners, LLC

DECREASED

Shares70,952 from 100,764

Change-29,812 (-30%)

Value$2.2M (-$685.6K)

Filed 2026-10-28

Oppenheimer & Co Inc

INCREASED

Shares68,428 from 67,854

Change+574 (+1%)

Value$2.1M (+$175.1K)

Filed 2026-10-26

Arizona State Retirement System

INCREASED

Shares67,489 from 65,103

Change+2,386 (+4%)

Value$2.1M (+$224.6K)

Filed 2026-11-03

Fideuram Asset Management (Ireland) dac

INCREASED

Shares60,000 from 30,000

Change+30,000 (+100%)

Value$1.8M (+$1.2M)

Filed 2026-10-29

Hanseatic Management Services Inc

INCREASED

Shares53,718 from 52,604

Change+1,114 (+2%)

Value$1.7M (+$156.4K)

Filed 2026-10-27

Annex Advisory Services, LLC

DECREASED

Shares52,387 from 74,283

Change-21,896 (-29%)

Value$1.6M (-$502.9K)

Filed 2026-10-16

Amundi

INCREASED

Shares47,284 from 39,679

Change+7,605 (+19%)

Value$1.5M (+$326.6K)

Filed 2026-11-06

Genesee Capital Advisors, LLC

INCREASED

Shares44,338 from 13,524

Change+30,814 (+228%)

Value$1.4M (+$981.7K)

Filed 2026-10-20

Sierra Summit Advisors LLC

DECREASED

Shares42,153 from 64,854

Change-22,701 (-35%)

Value$1.3M (-$549.6K)

Filed 2026-10-28

Perigon Wealth Management, LLC

DECREASED

Shares42,109 from 42,945

Change-836 (-2%)

Value$1.3M (+$73.9K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares41,516 from 47,592

Change-6,076 (-13%)

Value$1.3M (-$77.0K)

Filed 2026-11-02

Kingswood Wealth Advisors, LLC

DECREASED

Shares40,559 from 53,783

Change-13,224 (-25%)

Value$1.3M (-$283.1K)

Filed 2026-10-23

Toth Financial Advisory Corp

UNCHANGED

Shares38,000 from 38,000

Change0 (0%)

Value$1.2M (+$88.2K)

Filed 2026-10-08

Pictet Asset Management Holding SA

DECREASED

Shares35,691 from 36,946

Change-1,255 (-3%)

Value$1.1M (+$47.0K)

Filed 2026-11-03

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

DECREASED

Shares32,927 from 75,262

Change-42,335 (-56%)

Value$1.0M (-$1.1M)

Filed 2026-10-22

Signature Estate & Investment Advisors LLC

NEW

Shares32,600

Change+32,600

Value$1.0M

Filed 2026-10-13

Jackson Creek Investment Advisors LLC

NEW

Shares32,320

Change+32,320

Value$997

Filed 2026-11-04

Allspring Global Investments Holdings, LLC

INCREASED

Shares31,941 from 30,602

Change+1,339 (+4%)

Value$955.0K (-$21.2K)

Filed 2026-11-04

ProShare Advisors LLC

DECREASED

Shares30,265 from 31,563

Change-1,298 (-4%)

Value$933.4K (+$33.2K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares29,026 from 26,905

Change+2,121 (+8%)

Value$960.8K (+$139.1K)

Filed 2026-10-13

MacKenzie Financial Corp

DECREASED

Shares28,647 from 30,904

Change-2,257 (-7%)

Value$883.5K (+$2.1K)

Filed 2026-11-02

Principal Financial Group Inc

INCREASED

Shares27,855 from 18,432

Change+9,423 (+51%)

Value$859.0K (+$333.4K)

Filed 2026-11-02

WealthPlan Investment Management, LLC

DECREASED

Shares27,237 from 28,723

Change-1,486 (-5%)

Value$840.0K (+$20.8K)

Filed 2026-10-15

Eddie Patel Inc

DECREASED

Shares26,103 from 31,090

Change-4,987 (-16%)

Value$805.0K (-$81.7K)

Filed 2026-11-02

Swiss Life Asset Management Ltd

INCREASED

Shares24,267 from 15,302

Change+8,965 (+59%)

Value$748.4K (+$312.0K)

Filed 2026-11-03

Xponance LLC

DECREASED

Shares22,869 from 25,439

Change-2,570 (-10%)

Value$705.3K (-$20.2K)

Filed 2026-11-03

OP Asset Management Ltd

INCREASED

Shares22,612 from 14,984

Change+7,628 (+51%)

Value$697.4K (+$270.0K)

Filed 2026-11-05

SBI Securities Co., Ltd.

DECREASED

Shares21,504 from 26,383

Change-4,879 (-18%)

Value$663.2K (-$89.3K)

Filed 2026-10-22

Hamilton Lane Advisors LLC

NEW

Shares21,470

Change+21,470

Value$662.1K

Filed 2026-10-21

Virginia Retirement Systems ET Al

NEW

Shares20,500

Change+20,500

Value$632.2K

Filed 2026-10-28

Kestra Advisory Services, LLC

DECREASED

Shares19,664 from 19,680

Change-16 (0%)

Value$606.4K (+$45.2K)

Filed 2026-11-02

Achmea Investment Management B.V.

NEW

Shares19,509

Change+19,509

Value$602.1K

Filed 2026-10-30

Roxbury Financial LLC

UNCHANGED

Shares18,802 from 18,802

Change0 (0%)

Value$579.9K (+$43.6K)

Filed 2026-10-01

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares18,198 from 39,039

Change-20,841 (-53%)

Value$561 (-$1.1M)

Filed 2026-11-02

Yorktown Management & Research Co Inc

UNCHANGED

Shares17,400 from 17,400

Change0 (0%)

Value$536.6K (+$40.4K)

Filed 2026-10-28

Alps Advisors Inc

NEW

Shares17,160

Change+17,160

Value$529.2K

Filed 2026-11-03

Vise Technologies, Inc.

INCREASED

Shares17,067 from 13,606

Change+3,461 (+25%)

Value$526.3K (+$138.3K)

Filed 2026-10-29

Vontobel Holding Ltd.

NEW

Shares17,004

Change+17,004

Value$524.4K

Filed 2026-10-16

Nisa Investment Advisors, LLC

INCREASED

Shares16,812 from 8,236

Change+8,576 (+104%)

Value$518.5K (+$283.6K)

Filed 2026-10-20

State of Wyoming

DECREASED

Shares14,018 from 32,838

Change-18,820 (-57%)

Value$432.3K (-$504.2K)

Filed 2026-10-28

TD Waterhouse Canada Inc.

INCREASED

Shares13,350 from 11,443

Change+1,907 (+17%)

Value$399.0K (+$34.1K)

Filed 2026-10-16

Valmark Advisers, Inc.

UNCHANGED

Shares12,358 from 12,358

Change0 (0%)

Value$381.1K (+$28.7K)

Filed 2026-11-06

Moran Wealth Management, LLC

INCREASED

Shares12,173 from 11,006

Change+1,167 (+11%)

Value$375.4K (+$61.5K)

Filed 2026-10-22

Diversified Trust Co

NEW

Shares12,124

Change+12,124

Value$373.9K

Filed 2026-11-06

Rolek Wealth Management LLC

UNCHANGED

Shares11,802 from 11,802

Change0 (0%)

Value$364.0K (+$27.4K)

Filed 2026-10-21

GFS Advisors, LLC

UNCHANGED

Shares11,350 from 11,350

Change0 (0%)

Value$350.0K (+$346.7K)

Filed 2026-11-03

Compound Planning, Inc.

INCREASED

Shares11,184 from 8,687

Change+2,497 (+29%)

Value$344.9K (+$97.2K)

Filed 2026-11-05

Lanark Financial, Inc.

INCREASED

Shares10,978 from 4,352

Change+6,626 (+152%)

Value$338.6K (+$214.4K)

Filed 2026-10-26

R Squared Ltd

DECREASED

Shares10,399 from 10,856

Change-457 (-4%)

Value$320.7K (+$11.1K)

Filed 2026-11-06

Abel Hall, LLC

INCREASED

Shares10,376 from 9,976

Change+400 (+4%)

Value$320.0K (+$35.5K)

Filed 2026-10-19

South Shore Capital Advisors

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$308.4K (+$23.2K)

Filed 2026-10-20

Mraz, Amerine & Associates, Inc.

UNCHANGED

Shares9,975 from 9,975

Change0 (0%)

Value$307.6K (+$23.1K)

Filed 2026-10-30

XML Financial, LLC

NEW

Shares9,825

Change+9,825

Value$303.0K

Filed 2026-10-29

North Capital, Inc.

NEW

Shares9,450

Change+9,450

Value$319.3K

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares9,427 from 10,791

Change-1,364 (-13%)

Value$290.7K (-$17.0K)

Filed 2026-10-08

Samalin Investment Counsel, LLC

UNCHANGED

Shares9,291 from 9,291

Change0 (0%)

Value$286.5K (+$21.6K)

Filed 2026-10-23

Sava Infond d.o.o.

NEW

Shares9,000

Change+9,000

Value$277.6K

Filed 2026-10-28

Daiwa Securities Group Inc.

UNCHANGED

Shares8,923 from 8,923

Change0 (0%)

Value$275.2K (+$20.7K)

Filed 2026-10-29

Cypress Point Wealth Management, LLC

NEW

Shares8,656

Change+8,656

Value$267.0K

Filed 2026-11-03

Matauro, LLC

DECREASED

Shares8,191 from 24,830

Change-16,639 (-67%)

Value$252.6K (-$455.5K)

Filed 2026-11-03

CIBC Asset Management Inc

UNCHANGED

Shares8,107 from 8,107

Change0 (0%)

Value$250.0K (+$18.8K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares7,953 from 846

Change+7,107 (+840%)

Value$245.3K (+$221.1K)

Filed 2026-10-22

Kestra Private Wealth Services, LLC

NEW

Shares7,943

Change+7,943

Value$245.0K

Filed 2026-11-06

J. Safra Sarasin Holding AG

DECREASED

Shares7,900 from 7,911

Change-11 (0%)

Value$243.6K (+$17.9K)

Filed 2026-10-26

Praxis Investment Management Inc

UNCHANGED

Shares7,897 from 7,897

Change0 (0%)

Value$244 (-$224.8K)

Filed 2026-11-03

US Bancorp \de\

INCREASED

Shares7,653 from 7,641

Change+12 (+0%)

Value$236.0K (+$18.1K)

Filed 2026-11-05

Balance Wealth Partners LLC

INCREASED

Shares7,612 from 7,326

Change+286 (+4%)

Value$234.7K (+$25.8K)

Filed 2026-10-27

Nykredit A/S

INCREASED

Shares7,451 from 4,541

Change+2,910 (+64%)

Value$229.8K (+$100.3K)

Filed 2026-11-06

Fermata Advisors, LLC

INCREASED

Shares7,265 from 7,173

Change+92 (+1%)

Value$224.1K (+$19.5K)

Filed 2026-10-13

KBC Group NV

UNCHANGED

Shares7,212 from 7,212

Change0 (0%)

Value$222 (-$205.8K)

Filed 2026-10-22

Global Assets Advisory, LLC

DECREASED

Shares6,850 from 8,825

Change-1,975 (-22%)

Value$217.7K (-$63.0K)

Filed 2026-10-28

Tema Etfs LLC

NEW

Shares6,675

Change+6,675

Value$205.9K

Filed 2026-10-16

Amalgamated Bank

NEW

Shares6,541

Change+6,541

Value$202

Filed 2026-10-23

Revisor Wealth Management LLC

NEW

Shares6,500

Change+6,500

Value$203.9K

Filed 2026-10-20

PNC Financial Services Group, Inc.

INCREASED

Shares4,156 from 3,479

Change+677 (+19%)

Value$128.2K (+$29.0K)

Filed 2026-11-06

GK Wealth Management LLC

NEW

Shares3,241

Change+3,241

Value$99.9K

Filed 2026-10-09

Gamma Investing LLC

INCREASED

Shares2,445 from 1,441

Change+1,004 (+70%)

Value$75.4K (+$34.3K)

Filed 2026-10-08

Ares Financial Consulting, LLC

UNCHANGED

Shares2,243 from 2,243

Change0 (0%)

Value$69.2K (+$5.2K)

Filed 2026-10-19

Allworth Financial LP

INCREASED

Shares2,069 from 2,031

Change+38 (+2%)

Value$59.0K (+$1.1K)

Filed 2026-11-06

Lido Advisors, LLC

INCREASED

Shares1,969 from 1,930

Change+39 (+2%)

Value$60.7K (+$5.7K)

Filed 2026-11-04

Knuff & Co LLC

NEW

Shares1,890

Change+1,890

Value$58.3K

Filed 2026-11-06

Rakuten Securities, Inc.

DECREASED

Shares1,875 from 8,120

Change-6,245 (-77%)

Value$57.8K (-$173.8K)

Filed 2026-11-02

Larson Financial Group LLC

INCREASED

Shares1,512 from 1,456

Change+56 (+4%)

Value$46.6K (+$5.1K)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares1,453 from 2,139

Change-686 (-32%)

Value$44.8K (-$16.2K)

Filed 2026-10-16

SJS Investment Consulting Inc.

INCREASED

Shares1,046 from 47

Change+999 (+2126%)

Value$32.3K (+$30.9K)

Filed 2026-10-26

Valley National Advisers Inc

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$30.8K (+$2.3K)

Filed 2026-10-23

Leonteq Securities AG

INCREASED

Shares898 from 163

Change+735 (+451%)

Value$27.7K (+$23.0K)

Filed 2026-10-29

Versant Capital Management, Inc

INCREASED

Shares859 from 757

Change+102 (+13%)

Value$26.5K (+$4.9K)

Filed 2026-10-02

Harbor Capital Advisors, Inc.

NEW

Shares840

Change+840

Value$26

Filed 2026-10-22

Financial Management Professionals, Inc.

NEW

Shares827

Change+827

Value$25.5K

Filed 2026-10-23

EverSource Wealth Advisors, LLC

INCREASED

Shares824 from 702

Change+122 (+17%)

Value$25.4K (+$5.4K)

Filed 2026-11-04

Signaturefd, LLC

INCREASED

Shares705 from 463

Change+242 (+52%)

Value$21.7K (+$8.5K)

Filed 2026-10-23

Carolina Wealth Advisors, LLC

NEW

Shares655

Change+655

Value$20.2K

Filed 2026-10-23

Root Financial Partners, LLC

NEW

Shares568

Change+568

Value$17.5K

Filed 2026-10-21

Covestor Ltd

INCREASED

Shares548 from 44

Change+504 (+1145%)

Value$17 (+$16)

Filed 2026-10-30

Meriwether Wealth & Planning, LLC

NEW

Shares500

Change+500

Value$15.4K

Filed 2026-10-13

Cornerstone National Bank & Trust Co

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$15.0K (-$1.0K)

Filed 2026-10-20

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares490 from 245

Change+245 (+100%)

Value$15.1K (+$8.1K)

Filed 2026-10-27

Parkside Financial Bank & Trust

INCREASED

Shares475 from 121

Change+354 (+293%)

Value$14.7K (+$11.2K)

Filed 2026-10-27

Private Wealth Management Group, LLC

NEW

Shares469

Change+469

Value$14.5K

Filed 2026-10-19

Blue Trust, Inc.

UNCHANGED

Shares413 from 413

Change0 (0%)

Value$12.7K (+$958)

Filed 2026-10-15

Reyes Financial Architecture, Inc.

NEW

Shares402

Change+402

Value$12.4K

Filed 2026-10-22

Asset Dedication, LLC

UNCHANGED

Shares374 from 374

Change0 (0%)

Value$11.5K (+$868)

Filed 2026-11-03

RHL Group, LLC

UNCHANGED

Shares336 from 336

Change0 (0%)

Value$10.4K (+$618)

Filed 2026-11-04

DeDora Capital, Inc.

NEW

Shares286

Change+286

Value$8.8K

Filed 2026-10-26

Valued Wealth Advisors LLC

INCREASED

Shares260 from 252

Change+8 (+3%)

Value$8.0K (+$831)

Filed 2026-11-05

Parallel Advisors, LLC

DECREASED

Shares254 from 269

Change-15 (-6%)

Value$7.8K (+$161)

Filed 2026-11-03

Main Street Group, LTD

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$7.7K (+$580)

Filed 2026-10-28

Provenance Wealth Advisors, LLC

NEW

Shares244

Change+244

Value$7.5K

Filed 2026-10-30

Essential Partners LLC

DECREASED

Shares226 from 343

Change-117 (-34%)

Value$7.0K (-$2.8K)

Filed 2026-10-14

Private Trust Co NA

UNCHANGED

Shares208 from 208

Change0 (0%)

Value$6.4K (+$483)

Filed 2026-10-20

Latitude Advisors, LLC

NEW

Shares175

Change+175

Value$5.4K

Filed 2026-10-27

Ascentis Independent Advisors

NEW

Shares120

Change+120

Value$3.7K

Filed 2026-11-03

Rothwell Investment Advisors, LLC

NEW

Shares100

Change+100

Value$3.1K

Filed 2026-11-06

Trust Co of Vermont

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.1K (+$232)

Filed 2026-10-21

Bare Financial Services, Inc

INCREASED

Shares83 from 32

Change+51 (+159%)

Value$2.6K (+$1.6K)

Filed 2026-11-04

JFS Wealth Advisors, LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$2.4K (+$181)

Filed 2026-11-03

Fortitude Family Office, LLC

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$2.4K (+$179)

Filed 2026-10-14

Clearstead Advisors, LLC

INCREASED

Shares76 from 34

Change+42 (+124%)

Value$2.3K (+$1.4K)

Filed 2026-11-06

True Wealth Design, LLC

INCREASED

Shares72 from 56

Change+16 (+29%)

Value$2.2K (+$623)

Filed 2026-10-13

Physician Wealth Advisors, Inc.

NEW

Shares67

Change+67

Value$2.1K

Filed 2026-10-20

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares62 from 40

Change+22 (+55%)

Value$1.9K (+$771)

Filed 2026-10-05

Hughes Financial Services, LLC

INCREASED

Shares43 from 9

Change+34 (+378%)

Value$1.3K (+$1.1K)

Filed 2026-10-30

Bell Investment Advisors, Inc

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$1.2K (+$88)

Filed 2026-10-29

Zions Bancorporation, National Association

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$1.1K (+$83)

Filed 2026-11-06

DecisionPoint Financial, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$897 (-$60)

Filed 2026-10-27

Ascentis Wealth Management, LLC

NEW

Shares27

Change+27

Value$832

Filed 2026-11-03

Creative Capital Management Investments LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$833 (+$63)

Filed 2026-10-28

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$525 (+$40)

Filed 2026-10-16

Silver Grove Financial Group, Inc.

INCREASED

Shares14 from 12

Change+2 (+17%)

Value$432 (+$90)

Filed 2026-11-05

Bay Harbor Wealth Management, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$308 (+$23)

Filed 2026-11-03

GHP Investment Advisors, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$62 (+$4)

Filed 2026-10-15

Fiduciary Alliance LLC

CLOSED

Shares0 from 343,696

Change-343,696 (-100%)

Value$0 (-$9.8M)

Filed 2026-10-13

CenterBook Partners LP

CLOSED

Shares0 from 34,626

Change-34,626 (-100%)

Value$0 (-$987.5K)

Filed 2026-11-02

Timothy G. Youngquist 2020 Irrevocable Trust

CLOSED

Shares0 from 32,965

Change-32,965 (-100%)

Value$0 (-$940.2K)

Filed 2026-10-13

Highland Capital Management, LLC

CLOSED

Shares0 from 27,419

Change-27,419 (-100%)

Value$0 (-$782.0K)

Filed 2026-10-26

Axim Planning & Wealth

CLOSED

Shares0 from 19,751

Change-19,751 (-100%)

Value$0 (-$563.3K)

Filed 2026-10-28

Altfest L J & Co Inc

CLOSED

Shares0 from 19,624

Change-19,624 (-100%)

Value$0 (-$559.7K)

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 15,630

Change-15,630 (-100%)

Value$0 (-$445.8K)

Filed 2026-10-29

Citizens Financial Group Inc

CLOSED

Shares0 from 15,617

Change-15,617 (-100%)

Value$0 (-$445.4K)

Filed 2026-10-23

Comprehensive Financial Planning, Inc.

CLOSED

Shares0 from 10,832

Change-10,832 (-100%)

Value$0 (-$308.9K)

Filed 2026-10-27

Sawgrass Asset Management LLC

CLOSED

Shares0 from 7,937

Change-7,937 (-100%)

Value$0 (-$226.4K)

Filed 2026-11-03

Bayforest Capital Ltd

CLOSED

Shares0 from 2,899

Change-2,899 (-100%)

Value$0 (-$82.7K)

Filed 2026-11-03

FNY Investment Advisers, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$57)

Filed 2026-10-16

Triumph Capital Management

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$42.8K)

Filed 2026-10-14

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,230

Change-1,230 (-100%)

Value$0 (-$35.1K)

Filed 2026-10-15

CoreCap Advisors, LLC

CLOSED

Shares0 from 1,190

Change-1,190 (-100%)

Value$0 (-$33.9K)

Filed 2026-10-08

Atlatl Advisers LLC

CLOSED

Shares0 from 570

Change-570 (-100%)

Value$0 (-$16.3K)

Filed 2026-10-22

Spire Wealth Management

CLOSED

Shares0 from 389

Change-389 (-100%)

Value$0 (-$11.1K)

Filed 2026-10-30

Cornerstone Planning Group LLC

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$7.4K)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$6.4K)

Filed 2026-11-02

Navigoe, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 ($0)

Filed 2026-11-04

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$143)

Filed 2026-10-07

Maryland Capital Advisors Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$29)

Filed 2026-10-15

BlackRock, Inc.

N/A

Shares— from 20,587,428

Change-20,587,428 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 13,035,486

Change-13,035,486 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 12,643,617

Change-12,643,617 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 11,029,424

Change-11,029,424 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 10,579,437

Change-10,579,437 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 9,055,242

Change-9,055,242 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,365,039

Change-6,365,039 (-100%)

Value—

Thrive Capital Management, LLC

N/A

Shares— from 6,343,617

Change-6,343,617 (-100%)

Value—

State Street Corp

N/A

Shares— from 5,801,351

Change-5,801,351 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,998,523

Change-4,998,523 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 4,229,552

Change-4,229,552 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 4,035,689

Change-4,035,689 (-100%)

Value—

BIT Capital GmbH

N/A

Shares— from 3,417,957

Change-3,417,957 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 3,284,500

Change-3,284,500 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 3,255,724

Change-3,255,724 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 3,025,316

Change-3,025,316 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,289,557

Change-2,289,557 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 2,211,209

Change-2,211,209 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 2,119,863

Change-2,119,863 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,114,280

Change-2,114,280 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 1,770,745

Change-1,770,745 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,706,196

Change-1,706,196 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,612,764

Change-1,612,764 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,318,173

Change-1,318,173 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,213,056

Change-1,213,056 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 1,148,112

Change-1,148,112 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 1,093,992

Change-1,093,992 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,083,939

Change-1,083,939 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 1,018,792

Change-1,018,792 (-100%)

Value—

Gilder Gagnon Howe & Co LLC

N/A

Shares— from 1,001,982

Change-1,001,982 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 915,014

Change-915,014 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 885,558

Change-885,558 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 820,789

Change-820,789 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 814,974

Change-814,974 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 799,762

Change-799,762 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 708,669

Change-708,669 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 641,378

Change-641,378 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 603,675

Change-603,675 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 601,019

Change-601,019 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 598,147

Change-598,147 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 559,356

Change-559,356 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 558,954

Change-558,954 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 519,191

Change-519,191 (-100%)

Value—

PFM Health Sciences, LP

N/A

Shares— from 519,016

Change-519,016 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 508,066

Change-508,066 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 502,000

Change-502,000 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 473,400

Change-473,400 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 472,382

Change-472,382 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 469,565

Change-469,565 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 460,003

Change-460,003 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 449,604

Change-449,604 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 444,399

Change-444,399 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 429,180

Change-429,180 (-100%)

Value—

Fora Capital, LLC

N/A

Shares— from 419,030

Change-419,030 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 405,462

Change-405,462 (-100%)

Value—

Perceptive Advisors LLC

N/A

Shares— from 400,000

Change-400,000 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 397,636

Change-397,636 (-100%)

Value—

Rhenman & Partners Asset Management AB

N/A

Shares— from 392,000

Change-392,000 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 378,679

Change-378,679 (-100%)

Value—

Ardsley Advisory Partners LP

N/A

Shares— from 350,000

Change-350,000 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 347,983

Change-347,983 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 345,331

Change-345,331 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 343,370

Change-343,370 (-100%)

Value—

BCS Private Wealth Management, Inc.

N/A

Shares— from 338,885

Change-338,885 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 321,396

Change-321,396 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 314,955

Change-314,955 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 308,632

Change-308,632 (-100%)

Value—

Towle & Co

N/A

Shares— from 308,597

Change-308,597 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 300,267

Change-300,267 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 285,860

Change-285,860 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 282,080

Change-282,080 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 281,059

Change-281,059 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 276,322

Change-276,322 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 273,599

Change-273,599 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 272,696

Change-272,696 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 267,604

Change-267,604 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 261,650

Change-261,650 (-100%)

Value—

General Equity Holdings LP

N/A

Shares— from 240,000

Change-240,000 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 230,060

Change-230,060 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 228,250

Change-228,250 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 224,646

Change-224,646 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 214,600

Change-214,600 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 213,704

Change-213,704 (-100%)

Value—

Norges Bank

N/A

Shares— from 201,311

Change-201,311 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 200,290

Change-200,290 (-100%)

Value—

Longaeva Partners L.P.

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 196,226

Change-196,226 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 190,915

Change-190,915 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 184,578

Change-184,578 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 181,457

Change-181,457 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 177,900

Change-177,900 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 177,107

Change-177,107 (-100%)

Value—

Bridger Management, LLC

N/A

Shares— from 172,489

Change-172,489 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 165,626

Change-165,626 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 164,840

Change-164,840 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 148,539

Change-148,539 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 144,306

Change-144,306 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 140,405

Change-140,405 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 139,057

Change-139,057 (-100%)

Value—

Havemeyer Place LP

N/A

Shares— from 132,453

Change-132,453 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 132,118

Change-132,118 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 129,301

Change-129,301 (-100%)

Value—

Man Group plc

N/A

Shares— from 128,437

Change-128,437 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 120,800

Change-120,800 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 112,220

Change-112,220 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 111,725

Change-111,725 (-100%)

Value—

Lane Generational LLC

N/A

Shares— from 110,947

Change-110,947 (-100%)

Value—

Soviero Asset Management, LP

N/A

Shares— from 110,000

Change-110,000 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 107,696

Change-107,696 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 94,411

Change-94,411 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 89,979

Change-89,979 (-100%)

Value—

Cantor Fitzgerald, L. P.

N/A

Shares— from 87,652

Change-87,652 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 86,086

Change-86,086 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 86,060

Change-86,060 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 84,546

Change-84,546 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 82,543

Change-82,543 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 80,807

Change-80,807 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 80,066

Change-80,066 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 79,063

Change-79,063 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 78,547

Change-78,547 (-100%)

Value—

Varcov Co.

N/A

Shares— from 77,707

Change-77,707 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 76,870

Change-76,870 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 73,975

Change-73,975 (-100%)

Value—

NorthCoast Asset Management LLC

N/A

Shares— from 73,704

Change-73,704 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 71,099

Change-71,099 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 70,621

Change-70,621 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 65,942

Change-65,942 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 65,136

Change-65,136 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 61,869

Change-61,869 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 61,800

Change-61,800 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 61,292

Change-61,292 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 60,309

Change-60,309 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 55,600

Change-55,600 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 53,400

Change-53,400 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 52,261

Change-52,261 (-100%)

Value—

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

N/A

Shares— from 51,105

Change-51,105 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 49,965

Change-49,965 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 49,684

Change-49,684 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 48,726

Change-48,726 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 47,902

Change-47,902 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 46,626

Change-46,626 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 46,043

Change-46,043 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 44,150

Change-44,150 (-100%)

Value—

Clough Capital Partners L P

N/A

Shares— from 43,296

Change-43,296 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 43,083

Change-43,083 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 42,900

Change-42,900 (-100%)

Value—

Fortis Capital Advisors, LLC

N/A

Shares— from 42,487

Change-42,487 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 42,487

Change-42,487 (-100%)

Value—

Sciencast Management LP

N/A

Shares— from 40,163

Change-40,163 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 40,012

Change-40,012 (-100%)

Value—

Deeter Investments LLP

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Polen Capital Management LLC

N/A

Shares— from 38,701

Change-38,701 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 37,136

Change-37,136 (-100%)

Value—

SIH Partners, Lllp

N/A

Shares— from 31,788

Change-31,788 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 28,385

Change-28,385 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 28,359

Change-28,359 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 28,063

Change-28,063 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 26,998

Change-26,998 (-100%)

Value—

Alphadyne Asset Management LP

N/A

Shares— from 26,856

Change-26,856 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 25,940

Change-25,940 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 24,993

Change-24,993 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 24,847

Change-24,847 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 24,568

Change-24,568 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 23,330

Change-23,330 (-100%)

Value—

Qsemble Capital Management, LP

N/A

Shares— from 23,026

Change-23,026 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 21,878

Change-21,878 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 20,898

Change-20,898 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 20,815

Change-20,815 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 19,484

Change-19,484 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 18,999

Change-18,999 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 18,877

Change-18,877 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 18,837

Change-18,837 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 18,781

Change-18,781 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 18,660

Change-18,660 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 18,559

Change-18,559 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 18,500

Change-18,500 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 18,284

Change-18,284 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 17,514

Change-17,514 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 17,427

Change-17,427 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 17,049

Change-17,049 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 16,821

Change-16,821 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 16,805

Change-16,805 (-100%)

Value—

OAK Associates LTD

N/A

Shares— from 16,726

Change-16,726 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 15,930

Change-15,930 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 15,719

Change-15,719 (-100%)

Value—

Oxford Asset Management LLP

N/A

Shares— from 15,372

Change-15,372 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 14,482

Change-14,482 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 14,449

Change-14,449 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 13,845

Change-13,845 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 13,487

Change-13,487 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 13,417

Change-13,417 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 13,200

Change-13,200 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 12,387

Change-12,387 (-100%)

Value—

Bridgefront Capital, LLC

N/A

Shares— from 12,251

Change-12,251 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 12,222

Change-12,222 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 11,270

Change-11,270 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 11,066

Change-11,066 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 10,294

Change-10,294 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 10,234

Change-10,234 (-100%)

Value—

Baader Bank Aktiengesellschaft

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

CSS LLC

N/A

Shares— from 9,825

Change-9,825 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 8,979

Change-8,979 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7,980

Change-7,980 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,911

Change-7,911 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 7,816

Change-7,816 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 7,681

Change-7,681 (-100%)

Value—

Conway Capital Management, Inc.

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

Allstate Corp

N/A

Shares— from 7,122

Change-7,122 (-100%)

Value—

Intrepid Financial Planning Group LLC

N/A

Shares— from 7,100

Change-7,100 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 7,092

Change-7,092 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 6,365

Change-6,365 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 6,245

Change-6,245 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 5,404

Change-5,404 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 5,054

Change-5,054 (-100%)

Value—

Avalon Trust Co

N/A

Shares— from 4,633

Change-4,633 (-100%)

Value—

Cliffwater LLC

N/A

Shares— from 4,431

Change-4,431 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 4,045

Change-4,045 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 3,814

Change-3,814 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 3,628

Change-3,628 (-100%)

Value—

DV Trading LLC

N/A

Shares— from 3,081

Change-3,081 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,244

Change-2,244 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 1,672

Change-1,672 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,602

Change-1,602 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 1,582

Change-1,582 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,559

Change-1,559 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Accent Capital Management, LLC

N/A

Shares— from 1,029

Change-1,029 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 665

Change-665 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 430

Change-430 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 388

Change-388 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 357

Change-357 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 326

Change-326 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 277

Change-277 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 246

Change-246 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 235

Change-235 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 172

Change-172 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 149

Change-149 (-100%)

Value—

Quarry LP

N/A

Shares— from 85

Change-85 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 52

Change-52 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 29

Change-29 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 25

Change-25 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 25

Change-25 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 11

Change-11 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	7,103,241	5,819,186	+1,284,055	+22%	$166.0M	$221.6M	+$55.6M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	3,901,622	3,571,731	+329,891	+9%	$101.9M	$120.3M	+$18.4M	2026-11-04
Assenagon Asset Management S.A.	INCREASED	2,589,708	1,247,992	+1,341,716	+108%	$35.6M	$79.9M	+$44.3M	2026-10-15
State of Michigan Retirement System	UNCHANGED	1,450,000	1,450,000	0	0%	$41.4M	$44.7M	+$3.4M	2026-10-27
Glynn Capital Management LLC	DECREASED	1,380,836	2,575,828	-1,194,992	-46%	$73.5M	$42.6M	-$30.9M	2026-10-07
Halter Ferguson Financial Inc.	INCREASED	1,211,825	627,007	+584,818	+93%	$17.9M	$37.4M	+$19.5M	2026-10-21
Wedge Capital Management L L P	DECREASED	1,127,765	1,152,002	-24,237	-2%	$32.9M	$34.8M	+$1.9M	2026-10-13
Russell Investments Group, Ltd.	INCREASED	868,194	534,409	+333,785	+62%	$15.2M	$26.8M	+$11.5M	2026-11-06
Bank of New York Mellon Corp	INCREASED	810,937	772,515	+38,422	+5%	$22.0M	$25.0M	+$3.0M	2026-11-05
Alphabet Inc.	UNCHANGED	481,988	481,988	0	0%	$13.7M	$14.9M	+$1.1M	2026-11-06
Barclays PLC	INCREASED	442,681	329,785	+112,896	+34%	$9.4M	$13.7M	+$4.2M	2026-11-06
BI Asset Management Fondsmaeglerselskab A/S	INCREASED	328,321	2,002	+326,319	+16300%	$57.0K	$10.1K	-$46.9K	2026-10-22
RPG Investment Advisory, LLC	DECREASED	274,781	490,218	-215,437	-44%	$14.0M	$8.5M	-$5.5M	2026-10-21
Citigroup Inc	INCREASED	254,580	192,367	+62,213	+32%	$5.5M	$7.9M	+$2.4M	2026-11-04
Deutsche Bank Ag\	DECREASED	240,176	257,674	-17,498	-7%	$7.3M	$7.4M	+$58.2K	2026-11-06
Eurizon Capital SGR S.p.A.	DECREASED	222,580	490,380	-267,800	-55%	$14.0M	$6.9M	-$7.1M	2026-11-06
SEB Asset Management AB	DECREASED	196,975	318,565	-121,590	-38%	$9.1M	$6.1M	-$3.0M	2026-11-04
Imc-Chicago, LLC	DECREASED	164,471	422,040	-257,569	-61%	$12.0M	$5.1M	-$7.0M	2026-11-05
Simplex Trading, LLC	DECREASED	158,715	325,509	-166,794	-51%	$9.3M	$4.9M	-$4.4M	2026-11-04
Fifth Third Bancorp	INCREASED	152,121	90,577	+61,544	+68%	$2.6M	$4.7M	+$2.1M	2026-11-05
LPL Financial LLC	DECREASED	150,016	175,663	-25,647	-15%	$5.0M	$4.6M	-$383.4K	2026-11-06
Axxion S.A.	DECREASED	132,772	297,444	-164,672	-55%	$8.5M	$4.1M	-$4.4M	2026-10-22
Creative Planning	INCREASED	132,558	91,729	+40,829	+45%	$2.6M	$4.1M	+$1.5M	2026-11-02
Thrivent Financial for Lutherans	DECREASED	127,106	129,452	-2,346	-2%	$3.7M	$3.9K	-$3.7M	2026-11-05
Inspire Investing, LLC	NEW	94,466	—	+94,466	—	—	$2.9M	—	2026-10-22
Strs Ohio	INCREASED	90,800	49,200	+41,600	+85%	$1.4M	$2.8M	+$1.4M	2026-10-30
Smart Wealth LLC	NEW	82,452	—	+82,452	—	—	$2.5M	—	2026-11-04
Jefferies Financial Group Inc.	DECREASED	82,247	116,566	-34,319	-29%	$3.3M	$2.5M	-$788.0K	2026-11-05
State of New Jersey Common Pension Fund D	INCREASED	77,278	74,091	+3,187	+4%	$2.1M	$2.4M	+$270.2K	2026-11-05
Convergence Investment Partners, LLC	DECREASED	70,952	100,764	-29,812	-30%	$2.9M	$2.2M	-$685.6K	2026-10-28
Oppenheimer & Co Inc	INCREASED	68,428	67,854	+574	+1%	$1.9M	$2.1M	+$175.1K	2026-10-26
Arizona State Retirement System	INCREASED	67,489	65,103	+2,386	+4%	$1.9M	$2.1M	+$224.6K	2026-11-03
Fideuram Asset Management (Ireland) dac	INCREASED	60,000	30,000	+30,000	+100%	$659.7K	$1.8M	+$1.2M	2026-10-29
Hanseatic Management Services Inc	INCREASED	53,718	52,604	+1,114	+2%	$1.5M	$1.7M	+$156.4K	2026-10-27
Annex Advisory Services, LLC	DECREASED	52,387	74,283	-21,896	-29%	$2.1M	$1.6M	-$502.9K	2026-10-16
Amundi	INCREASED	47,284	39,679	+7,605	+19%	$1.1M	$1.5M	+$326.6K	2026-11-06
Genesee Capital Advisors, LLC	INCREASED	44,338	13,524	+30,814	+228%	$385.7K	$1.4M	+$981.7K	2026-10-20
Sierra Summit Advisors LLC	DECREASED	42,153	64,854	-22,701	-35%	$1.8M	$1.3M	-$549.6K	2026-10-28
Perigon Wealth Management, LLC	DECREASED	42,109	42,945	-836	-2%	$1.2M	$1.3M	+$73.9K	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	41,516	47,592	-6,076	-13%	$1.4M	$1.3M	-$77.0K	2026-11-02
Kingswood Wealth Advisors, LLC	DECREASED	40,559	53,783	-13,224	-25%	$1.5M	$1.3M	-$283.1K	2026-10-23
Toth Financial Advisory Corp	UNCHANGED	38,000	38,000	0	0%	$1.1M	$1.2M	+$88.2K	2026-10-08
Pictet Asset Management Holding SA	DECREASED	35,691	36,946	-1,255	-3%	$1.1M	$1.1M	+$47.0K	2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	DECREASED	32,927	75,262	-42,335	-56%	$2.1M	$1.0M	-$1.1M	2026-10-22
Signature Estate & Investment Advisors LLC	NEW	32,600	—	+32,600	—	—	$1.0M	—	2026-10-13
Jackson Creek Investment Advisors LLC	NEW	32,320	—	+32,320	—	—	$997	—	2026-11-04
Allspring Global Investments Holdings, LLC	INCREASED	31,941	30,602	+1,339	+4%	$976.2K	$955.0K	-$21.2K	2026-11-04
ProShare Advisors LLC	DECREASED	30,265	31,563	-1,298	-4%	$900.2K	$933.4K	+$33.2K	2026-10-29
Wealth Enhancement Advisory Services, LLC	INCREASED	29,026	26,905	+2,121	+8%	$821.7K	$960.8K	+$139.1K	2026-10-13
MacKenzie Financial Corp	DECREASED	28,647	30,904	-2,257	-7%	$881.4K	$883.5K	+$2.1K	2026-11-02
Principal Financial Group Inc	INCREASED	27,855	18,432	+9,423	+51%	$525.7K	$859.0K	+$333.4K	2026-11-02
WealthPlan Investment Management, LLC	DECREASED	27,237	28,723	-1,486	-5%	$819.2K	$840.0K	+$20.8K	2026-10-15
Eddie Patel Inc	DECREASED	26,103	31,090	-4,987	-16%	$886.7K	$805.0K	-$81.7K	2026-11-02
Swiss Life Asset Management Ltd	INCREASED	24,267	15,302	+8,965	+59%	$436.4K	$748.4K	+$312.0K	2026-11-03
Xponance LLC	DECREASED	22,869	25,439	-2,570	-10%	$725.5K	$705.3K	-$20.2K	2026-11-03
OP Asset Management Ltd	INCREASED	22,612	14,984	+7,628	+51%	$427.3K	$697.4K	+$270.0K	2026-11-05
SBI Securities Co., Ltd.	DECREASED	21,504	26,383	-4,879	-18%	$752.4K	$663.2K	-$89.3K	2026-10-22
Hamilton Lane Advisors LLC	NEW	21,470	—	+21,470	—	—	$662.1K	—	2026-10-21
Virginia Retirement Systems ET Al	NEW	20,500	—	+20,500	—	—	$632.2K	—	2026-10-28
Kestra Advisory Services, LLC	DECREASED	19,664	19,680	-16	0%	$561.3K	$606.4K	+$45.2K	2026-11-02
Achmea Investment Management B.V.	NEW	19,509	—	+19,509	—	—	$602.1K	—	2026-10-30
Roxbury Financial LLC	UNCHANGED	18,802	18,802	0	0%	$536.2K	$579.9K	+$43.6K	2026-10-01
Cambridge Investment Research Advisors, Inc.	DECREASED	18,198	39,039	-20,841	-53%	$1.1M	$561	-$1.1M	2026-11-02
Yorktown Management & Research Co Inc	UNCHANGED	17,400	17,400	0	0%	$496.2K	$536.6K	+$40.4K	2026-10-28
Alps Advisors Inc	NEW	17,160	—	+17,160	—	—	$529.2K	—	2026-11-03
Vise Technologies, Inc.	INCREASED	17,067	13,606	+3,461	+25%	$388.0K	$526.3K	+$138.3K	2026-10-29
Vontobel Holding Ltd.	NEW	17,004	—	+17,004	—	—	$524.4K	—	2026-10-16
Nisa Investment Advisors, LLC	INCREASED	16,812	8,236	+8,576	+104%	$234.9K	$518.5K	+$283.6K	2026-10-20
State of Wyoming	DECREASED	14,018	32,838	-18,820	-57%	$936.5K	$432.3K	-$504.2K	2026-10-28
TD Waterhouse Canada Inc.	INCREASED	13,350	11,443	+1,907	+17%	$364.9K	$399.0K	+$34.1K	2026-10-16
Valmark Advisers, Inc.	UNCHANGED	12,358	12,358	0	0%	$352.5K	$381.1K	+$28.7K	2026-11-06
Moran Wealth Management, LLC	INCREASED	12,173	11,006	+1,167	+11%	$313.9K	$375.4K	+$61.5K	2026-10-22
Diversified Trust Co	NEW	12,124	—	+12,124	—	—	$373.9K	—	2026-11-06
Rolek Wealth Management LLC	UNCHANGED	11,802	11,802	0	0%	$336.6K	$364.0K	+$27.4K	2026-10-21
GFS Advisors, LLC	UNCHANGED	11,350	11,350	0	0%	$3.3K	$350.0K	+$346.7K	2026-11-03
Compound Planning, Inc.	INCREASED	11,184	8,687	+2,497	+29%	$247.8K	$344.9K	+$97.2K	2026-11-05
Lanark Financial, Inc.	INCREASED	10,978	4,352	+6,626	+152%	$124.1K	$338.6K	+$214.4K	2026-10-26
R Squared Ltd	DECREASED	10,399	10,856	-457	-4%	$309.6K	$320.7K	+$11.1K	2026-11-06
Abel Hall, LLC	INCREASED	10,376	9,976	+400	+4%	$284.5K	$320.0K	+$35.5K	2026-10-19
South Shore Capital Advisors	UNCHANGED	10,000	10,000	0	0%	$285.2K	$308.4K	+$23.2K	2026-10-20
Mraz, Amerine & Associates, Inc.	UNCHANGED	9,975	9,975	0	0%	$284.5K	$307.6K	+$23.1K	2026-10-30
XML Financial, LLC	NEW	9,825	—	+9,825	—	—	$303.0K	—	2026-10-29
North Capital, Inc.	NEW	9,450	—	+9,450	—	—	$319.3K	—	2026-10-16
Farther Finance Advisors, LLC	DECREASED	9,427	10,791	-1,364	-13%	$307.8K	$290.7K	-$17.0K	2026-10-08
Samalin Investment Counsel, LLC	UNCHANGED	9,291	9,291	0	0%	$265.0K	$286.5K	+$21.6K	2026-10-23
Sava Infond d.o.o.	NEW	9,000	—	+9,000	—	—	$277.6K	—	2026-10-28
Daiwa Securities Group Inc.	UNCHANGED	8,923	8,923	0	0%	$254.5K	$275.2K	+$20.7K	2026-10-29
Cypress Point Wealth Management, LLC	NEW	8,656	—	+8,656	—	—	$267.0K	—	2026-11-03
Matauro, LLC	DECREASED	8,191	24,830	-16,639	-67%	$708.2K	$252.6K	-$455.5K	2026-11-03
CIBC Asset Management Inc	UNCHANGED	8,107	8,107	0	0%	$231.2K	$250.0K	+$18.8K	2026-11-05
Sterling Capital Management LLC	INCREASED	7,953	846	+7,107	+840%	$24.1K	$245.3K	+$221.1K	2026-10-22
Kestra Private Wealth Services, LLC	NEW	7,943	—	+7,943	—	—	$245.0K	—	2026-11-06
J. Safra Sarasin Holding AG	DECREASED	7,900	7,911	-11	0%	$225.7K	$243.6K	+$17.9K	2026-10-26
Praxis Investment Management Inc	UNCHANGED	7,897	7,897	0	0%	$225.0K	$244	-$224.8K	2026-11-03
US Bancorp \de\	INCREASED	7,653	7,641	+12	+0%	$217.9K	$236.0K	+$18.1K	2026-11-05
Balance Wealth Partners LLC	INCREASED	7,612	7,326	+286	+4%	$208.9K	$234.7K	+$25.8K	2026-10-27
Nykredit A/S	INCREASED	7,451	4,541	+2,910	+64%	$129.5K	$229.8K	+$100.3K	2026-11-06
Fermata Advisors, LLC	INCREASED	7,265	7,173	+92	+1%	$204.6K	$224.1K	+$19.5K	2026-10-13
KBC Group NV	UNCHANGED	7,212	7,212	0	0%	$206.0K	$222	-$205.8K	2026-10-22
Global Assets Advisory, LLC	DECREASED	6,850	8,825	-1,975	-22%	$280.7K	$217.7K	-$63.0K	2026-10-28
Tema Etfs LLC	NEW	6,675	—	+6,675	—	—	$205.9K	—	2026-10-16
Amalgamated Bank	NEW	6,541	—	+6,541	—	—	$202	—	2026-10-23
Revisor Wealth Management LLC	NEW	6,500	—	+6,500	—	—	$203.9K	—	2026-10-20
PNC Financial Services Group, Inc.	INCREASED	4,156	3,479	+677	+19%	$99.2K	$128.2K	+$29.0K	2026-11-06
GK Wealth Management LLC	NEW	3,241	—	+3,241	—	—	$99.9K	—	2026-10-09
Gamma Investing LLC	INCREASED	2,445	1,441	+1,004	+70%	$41.1K	$75.4K	+$34.3K	2026-10-08
Ares Financial Consulting, LLC	UNCHANGED	2,243	2,243	0	0%	$64.0K	$69.2K	+$5.2K	2026-10-19
Allworth Financial LP	INCREASED	2,069	2,031	+38	+2%	$57.9K	$59.0K	+$1.1K	2026-11-06
Lido Advisors, LLC	INCREASED	1,969	1,930	+39	+2%	$55.1K	$60.7K	+$5.7K	2026-11-04
Knuff & Co LLC	NEW	1,890	—	+1,890	—	—	$58.3K	—	2026-11-06
Rakuten Securities, Inc.	DECREASED	1,875	8,120	-6,245	-77%	$231.6K	$57.8K	-$173.8K	2026-11-02
Larson Financial Group LLC	INCREASED	1,512	1,456	+56	+4%	$41.5K	$46.6K	+$5.1K	2026-11-05
IFP Advisors, Inc	DECREASED	1,453	2,139	-686	-32%	$61.0K	$44.8K	-$16.2K	2026-10-16
SJS Investment Consulting Inc.	INCREASED	1,046	47	+999	+2126%	$1.3K	$32.3K	+$30.9K	2026-10-26
Valley National Advisers Inc	UNCHANGED	1,000	1,000	0	0%	$28.5K	$30.8K	+$2.3K	2026-10-23
Leonteq Securities AG	INCREASED	898	163	+735	+451%	$4.6K	$27.7K	+$23.0K	2026-10-29
Versant Capital Management, Inc	INCREASED	859	757	+102	+13%	$21.6K	$26.5K	+$4.9K	2026-10-02
Harbor Capital Advisors, Inc.	NEW	840	—	+840	—	—	$26	—	2026-10-22
Financial Management Professionals, Inc.	NEW	827	—	+827	—	—	$25.5K	—	2026-10-23
EverSource Wealth Advisors, LLC	INCREASED	824	702	+122	+17%	$20.0K	$25.4K	+$5.4K	2026-11-04
Signaturefd, LLC	INCREASED	705	463	+242	+52%	$13.2K	$21.7K	+$8.5K	2026-10-23
Carolina Wealth Advisors, LLC	NEW	655	—	+655	—	—	$20.2K	—	2026-10-23
Root Financial Partners, LLC	NEW	568	—	+568	—	—	$17.5K	—	2026-10-21
Covestor Ltd	INCREASED	548	44	+504	+1145%	$1	$17	+$16	2026-10-30
Meriwether Wealth & Planning, LLC	NEW	500	—	+500	—	—	$15.4K	—	2026-10-13
Cornerstone National Bank & Trust Co	UNCHANGED	500	500	0	0%	$16.0K	$15.0K	-$1.0K	2026-10-20
Pinnacle Wealth Planning Services, Inc.	INCREASED	490	245	+245	+100%	$7.0K	$15.1K	+$8.1K	2026-10-27
Parkside Financial Bank & Trust	INCREASED	475	121	+354	+293%	$3.5K	$14.7K	+$11.2K	2026-10-27
Private Wealth Management Group, LLC	NEW	469	—	+469	—	—	$14.5K	—	2026-10-19
Blue Trust, Inc.	UNCHANGED	413	413	0	0%	$11.8K	$12.7K	+$958	2026-10-15
Reyes Financial Architecture, Inc.	NEW	402	—	+402	—	—	$12.4K	—	2026-10-22
Asset Dedication, LLC	UNCHANGED	374	374	0	0%	$10.7K	$11.5K	+$868	2026-11-03
RHL Group, LLC	UNCHANGED	336	336	0	0%	$9.7K	$10.4K	+$618	2026-11-04
DeDora Capital, Inc.	NEW	286	—	+286	—	—	$8.8K	—	2026-10-26
Valued Wealth Advisors LLC	INCREASED	260	252	+8	+3%	$7.2K	$8.0K	+$831	2026-11-05
Parallel Advisors, LLC	DECREASED	254	269	-15	-6%	$7.7K	$7.8K	+$161	2026-11-03
Main Street Group, LTD	UNCHANGED	250	250	0	0%	$7.1K	$7.7K	+$580	2026-10-28
Provenance Wealth Advisors, LLC	NEW	244	—	+244	—	—	$7.5K	—	2026-10-30
Essential Partners LLC	DECREASED	226	343	-117	-34%	$9.8K	$7.0K	-$2.8K	2026-10-14
Private Trust Co NA	UNCHANGED	208	208	0	0%	$5.9K	$6.4K	+$483	2026-10-20
Latitude Advisors, LLC	NEW	175	—	+175	—	—	$5.4K	—	2026-10-27
Ascentis Independent Advisors	NEW	120	—	+120	—	—	$3.7K	—	2026-11-03
Rothwell Investment Advisors, LLC	NEW	100	—	+100	—	—	$3.1K	—	2026-11-06
Trust Co of Vermont	UNCHANGED	100	100	0	0%	$2.9K	$3.1K	+$232	2026-10-21
Bare Financial Services, Inc	INCREASED	83	32	+51	+159%	$913	$2.6K	+$1.6K	2026-11-04
JFS Wealth Advisors, LLC	UNCHANGED	78	78	0	0%	$2.2K	$2.4K	+$181	2026-11-03
Fortitude Family Office, LLC	UNCHANGED	77	77	0	0%	$2.2K	$2.4K	+$179	2026-10-14
Clearstead Advisors, LLC	INCREASED	76	34	+42	+124%	$970	$2.3K	+$1.4K	2026-11-06
True Wealth Design, LLC	INCREASED	72	56	+16	+29%	$1.6K	$2.2K	+$623	2026-10-13
Physician Wealth Advisors, Inc.	NEW	67	—	+67	—	—	$2.1K	—	2026-10-20
MassMutual Private Wealth & Trust, FSB	INCREASED	62	40	+22	+55%	$1.1K	$1.9K	+$771	2026-10-05
Hughes Financial Services, LLC	INCREASED	43	9	+34	+378%	$257	$1.3K	+$1.1K	2026-10-30
Bell Investment Advisors, Inc	UNCHANGED	38	38	0	0%	$1.1K	$1.2K	+$88	2026-10-29
Zions Bancorporation, National Association	UNCHANGED	36	36	0	0%	$1.0K	$1.1K	+$83	2026-11-06
DecisionPoint Financial, LLC	UNCHANGED	30	30	0	0%	$957	$897	-$60	2026-10-27
Ascentis Wealth Management, LLC	NEW	27	—	+27	—	—	$832	—	2026-11-03
Creative Capital Management Investments LLC	UNCHANGED	27	27	0	0%	$770	$833	+$63	2026-10-28
DiNuzzo Private Wealth, Inc.	UNCHANGED	17	17	0	0%	$485	$525	+$40	2026-10-16
Silver Grove Financial Group, Inc.	INCREASED	14	12	+2	+17%	$342	$432	+$90	2026-11-05
Bay Harbor Wealth Management, LLC	UNCHANGED	10	10	0	0%	$285	$308	+$23	2026-11-03
GHP Investment Advisors, Inc.	UNCHANGED	2	2	0	0%	$58	$62	+$4	2026-10-15
Fiduciary Alliance LLC	CLOSED	0	343,696	-343,696	-100%	$9.8M	$0	-$9.8M	2026-10-13
CenterBook Partners LP	CLOSED	0	34,626	-34,626	-100%	$987.5K	$0	-$987.5K	2026-11-02
Timothy G. Youngquist 2020 Irrevocable Trust	CLOSED	0	32,965	-32,965	-100%	$940.2K	$0	-$940.2K	2026-10-13
Highland Capital Management, LLC	CLOSED	0	27,419	-27,419	-100%	$782.0K	$0	-$782.0K	2026-10-26
Axim Planning & Wealth	CLOSED	0	19,751	-19,751	-100%	$563.3K	$0	-$563.3K	2026-10-28
Altfest L J & Co Inc	CLOSED	0	19,624	-19,624	-100%	$559.7K	$0	-$559.7K	2026-10-27
Caitong International Asset Management Co., Ltd	CLOSED	0	15,630	-15,630	-100%	$445.8K	$0	-$445.8K	2026-10-29
Citizens Financial Group Inc	CLOSED	0	15,617	-15,617	-100%	$445.4K	$0	-$445.4K	2026-10-23
Comprehensive Financial Planning, Inc.	CLOSED	0	10,832	-10,832	-100%	$308.9K	$0	-$308.9K	2026-10-27
Sawgrass Asset Management LLC	CLOSED	0	7,937	-7,937	-100%	$226.4K	$0	-$226.4K	2026-11-03
Bayforest Capital Ltd	CLOSED	0	2,899	-2,899	-100%	$82.7K	$0	-$82.7K	2026-11-03
FNY Investment Advisers, LLC	CLOSED	0	2,000	-2,000	-100%	$57	$0	-$57	2026-10-16
Triumph Capital Management	CLOSED	0	1,500	-1,500	-100%	$42.8K	$0	-$42.8K	2026-10-14
AdvisorNet Financial, Inc	CLOSED	0	1,230	-1,230	-100%	$35.1K	$0	-$35.1K	2026-10-15
CoreCap Advisors, LLC	CLOSED	0	1,190	-1,190	-100%	$33.9K	$0	-$33.9K	2026-10-08
Atlatl Advisers LLC	CLOSED	0	570	-570	-100%	$16.3K	$0	-$16.3K	2026-10-22
Spire Wealth Management	CLOSED	0	389	-389	-100%	$11.1K	$0	-$11.1K	2026-10-30
Cornerstone Planning Group LLC	CLOSED	0	250	-250	-100%	$7.4K	$0	-$7.4K	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	200	-200	-100%	$6.4K	$0	-$6.4K	2026-11-02
Navigoe, LLC	CLOSED	0	6	-6	-100%	$0	$0	$0	2026-11-04
Wealth Enhancement Trust Services, Inc.	CLOSED	0	5	-5	-100%	$143	$0	-$143	2026-10-07
Maryland Capital Advisors Inc.	CLOSED	0	1	-1	-100%	$29	$0	-$29	2026-10-15
BlackRock, Inc.	N/A	—	20,587,428	-20,587,428	-100%	$587.2M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	13,035,486	-13,035,486	-100%	$371.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	12,643,617	-12,643,617	-100%	$360.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	11,029,424	-11,029,424	-100%	$314.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	10,579,437	-10,579,437	-100%	$301.7M	—	—	—
American Century Companies Inc	N/A	—	9,055,242	-9,055,242	-100%	$258.3M	—	—	—
Jane Street Group, LLC	N/A	—	6,365,039	-6,365,039	-100%	$181.5M	—	—	—
Thrive Capital Management, LLC	N/A	—	6,343,617	-6,343,617	-100%	$180.9M	—	—	—
State Street Corp	N/A	—	5,801,351	-5,801,351	-100%	$165.5M	—	—	—
FMR LLC	N/A	—	4,998,523	-4,998,523	-100%	$142.6M	—	—	—
Citadel Advisors LLC	N/A	—	4,229,552	-4,229,552	-100%	$120.6M	—	—	—
Two Sigma Investments, LP	N/A	—	4,035,689	-4,035,689	-100%	$115.1M	—	—	—
BIT Capital GmbH	N/A	—	3,417,957	-3,417,957	-100%	$97.5M	—	—	—
Renaissance Technologies LLC	N/A	—	3,284,500	-3,284,500	-100%	$93.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	3,255,724	-3,255,724	-100%	$92.9M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	3,025,316	-3,025,316	-100%	$86.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,289,557	-2,289,557	-100%	$65.3M	—	—	—
Northern Trust Corp	N/A	—	2,211,209	-2,211,209	-100%	$63.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	2,119,863	-2,119,863	-100%	$60.5M	—	—	—
Morgan Stanley	N/A	—	2,114,280	-2,114,280	-100%	$60.3M	—	—	—
Nuveen, LLC	N/A	—	1,770,745	-1,770,745	-100%	$50.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	1,706,196	-1,706,196	-100%	$48.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,612,764	-1,612,764	-100%	$46.0M	—	—	—
Bank of America Corp	N/A	—	1,318,173	-1,318,173	-100%	$37.6M	—	—	—
UBS Group AG	N/A	—	1,213,056	-1,213,056	-100%	$34.6M	—	—	—
Group One Trading LLC	N/A	—	1,148,112	-1,148,112	-100%	$32.7M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	1,093,992	-1,093,992	-100%	$31.2M	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,083,939	-1,083,939	-100%	$30.9M	—	—	—
Tudor Investment Corp ET AL	N/A	—	1,018,792	-1,018,792	-100%	$29.1M	—	—	—
Gilder Gagnon Howe & Co LLC	N/A	—	1,001,982	-1,001,982	-100%	$28.6M	—	—	—
Federated Hermes, Inc.	N/A	—	915,014	-915,014	-100%	$26.1M	—	—	—
JPMorgan Chase & Co	N/A	—	885,558	-885,558	-100%	$26.4M	—	—	—
Wells Fargo & Company	N/A	—	820,789	-820,789	-100%	$23.4M	—	—	—
Walleye Capital LLC	N/A	—	814,974	-814,974	-100%	$23.2M	—	—	—
Point72 Asset Management, L.P.	N/A	—	799,762	-799,762	-100%	$22.8M	—	—	—
Balyasny Asset Management L.P.	N/A	—	708,669	-708,669	-100%	$20.2M	—	—	—
Millennium Management LLC	N/A	—	641,378	-641,378	-100%	$18.3M	—	—	—
Wellington Management Group LLP	N/A	—	603,675	-603,675	-100%	$17.2M	—	—	—
Jump Financial, LLC	N/A	—	601,019	-601,019	-100%	$17.1M	—	—	—
Marshall Wace, LLP	N/A	—	598,147	-598,147	-100%	$17.1M	—	—	—
Walleye Trading LLC	N/A	—	559,356	-559,356	-100%	$16.0M	—	—	—
AQR Capital Management LLC	N/A	—	558,954	-558,954	-100%	$15.9M	—	—	—
Capital Fund Management S.A.	N/A	—	519,191	-519,191	-100%	$14.8M	—	—	—
PFM Health Sciences, LP	N/A	—	519,016	-519,016	-100%	$14.8M	—	—	—
Raymond James Financial Inc	N/A	—	508,066	-508,066	-100%	$14.5M	—	—	—
Canada Pension Plan Investment Board	N/A	—	502,000	-502,000	-100%	$14.3M	—	—	—
Swiss National Bank	N/A	—	473,400	-473,400	-100%	$13.5M	—	—	—
Invesco Ltd.	N/A	—	472,382	-472,382	-100%	$13.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	469,565	-469,565	-100%	$13.4M	—	—	—
Credit Agricole S A	N/A	—	460,003	-460,003	-100%	$13.1M	—	—	—
RBF Capital, LLC	N/A	—	449,604	-449,604	-100%	$12.8M	—	—	—
Trexquant Investment LP	N/A	—	444,399	-444,399	-100%	$12.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	429,180	-429,180	-100%	$12.2M	—	—	—
Fora Capital, LLC	N/A	—	419,030	-419,030	-100%	$12.0M	—	—	—
Empowered Funds, LLC	N/A	—	405,462	-405,462	-100%	$11.6M	—	—	—
Perceptive Advisors LLC	N/A	—	400,000	-400,000	-100%	$11.4M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	397,636	-397,636	-100%	$11.3M	—	—	—
Rhenman & Partners Asset Management AB	N/A	—	392,000	-392,000	-100%	$11.2M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	378,679	-378,679	-100%	$10.8M	—	—	—
Ardsley Advisory Partners LP	N/A	—	350,000	-350,000	-100%	$10.0M	—	—	—
Victory Capital Management Inc	N/A	—	347,983	-347,983	-100%	$9.9M	—	—	—
Jupiter Topco LLC	N/A	—	345,331	-345,331	-100%	$9.9M	—	—	—
Prudential Financial Inc	N/A	—	343,370	-343,370	-100%	$9.8M	—	—	—
BCS Private Wealth Management, Inc.	N/A	—	338,885	-338,885	-100%	$9.7M	—	—	—
Squarepoint Ops LLC	N/A	—	321,396	-321,396	-100%	$9.2M	—	—	—
SEI Investments Co	N/A	—	314,955	-314,955	-100%	$9.0M	—	—	—
Engineers Gate Manager LP	N/A	—	308,632	-308,632	-100%	$8.8M	—	—	—
Towle & Co	N/A	—	308,597	-308,597	-100%	$8.8M	—	—	—
Rhumbline Advisers	N/A	—	300,267	-300,267	-100%	$8.6M	—	—	—
First Trust Advisors LP	N/A	—	285,860	-285,860	-100%	$8.2M	—	—	—
Royal Bank of Canada	N/A	—	282,080	-282,080	-100%	$8.0M	—	—	—
Ameriprise Financial Inc	N/A	—	281,059	-281,059	-100%	$8.0M	—	—	—
Alliancebernstein L.P.	N/A	—	276,322	-276,322	-100%	$3.2M	—	—	—
California State Teachers Retirement System	N/A	—	273,599	-273,599	-100%	$7.8M	—	—	—
Fred Alger Management, LLC	N/A	—	272,696	-272,696	-100%	$7.8M	—	—	—
Toronto Dominion Bank	N/A	—	267,604	-267,604	-100%	$7.6M	—	—	—
Bank of Montreal	N/A	—	261,650	-261,650	-100%	$7.5M	—	—	—
General Equity Holdings LP	N/A	—	240,000	-240,000	-100%	$6.8M	—	—	—
TD Asset Management Inc	N/A	—	230,060	-230,060	-100%	$6.6M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	228,250	-228,250	-100%	$6.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	224,646	-224,646	-100%	$6.4M	—	—	—
Public Sector Pension Investment Board	N/A	—	214,600	-214,600	-100%	$6.1M	—	—	—
Bridgewater Associates, LP	N/A	—	213,704	-213,704	-100%	$6.1M	—	—	—
Norges Bank	N/A	—	201,311	-201,311	-100%	$5.7M	—	—	—
Algert Global LLC	N/A	—	200,290	-200,290	-100%	$5.7M	—	—	—
Longaeva Partners L.P.	N/A	—	200,000	-200,000	-100%	$5.7M	—	—	—
Stifel Financial Corp	N/A	—	196,226	-196,226	-100%	$5.6M	—	—	—
Legal & General Group Plc	N/A	—	190,915	-190,915	-100%	$5.4M	—	—	—
XTX Topco Ltd	N/A	—	184,578	-184,578	-100%	$5.3M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	181,457	-181,457	-100%	$5.2M	—	—	—
1832 Asset Management L.P.	N/A	—	177,900	-177,900	-100%	$5.1M	—	—	—
Marex Group Ltd	N/A	—	177,107	-177,107	-100%	$5.1M	—	—	—
Bridger Management, LLC	N/A	—	172,489	-172,489	-100%	$4.9M	—	—	—
HighTower Advisors, LLC	N/A	—	165,626	-165,626	-100%	$4.7M	—	—	—
HSBC Holdings PLC	N/A	—	164,840	-164,840	-100%	$4.6M	—	—	—
Voya Investment Management LLC	N/A	—	148,539	-148,539	-100%	$4.2M	—	—	—
Clear Street Group Inc.	N/A	—	144,306	-144,306	-100%	$4.1M	—	—	—
MetLife Investment Management, LLC	N/A	—	140,405	-140,405	-100%	$4.0M	—	—	—
SG Americas Securities, LLC	N/A	—	139,057	-139,057	-100%	$4.0M	—	—	—
Havemeyer Place LP	N/A	—	132,453	-132,453	-100%	$3.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	132,118	-132,118	-100%	$3.8M	—	—	—
National Bank of Canada	N/A	—	129,301	-129,301	-100%	$3.7M	—	—	—
Man Group plc	N/A	—	128,437	-128,437	-100%	$3.7M	—	—	—
Militia Capital Management LLC	N/A	—	120,800	-120,800	-100%	$3.4M	—	—	—
Nomura Holdings Inc	N/A	—	112,220	-112,220	-100%	$3.2M	—	—	—
CIBC World Market Inc.	N/A	—	111,725	-111,725	-100%	$3.2M	—	—	—
Lane Generational LLC	N/A	—	110,947	-110,947	-100%	$3.2M	—	—	—
Soviero Asset Management, LP	N/A	—	110,000	-110,000	-100%	$3.1M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	107,696	-107,696	-100%	$3.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	94,411	-94,411	-100%	$2.7M	—	—	—
Focus Partners Wealth	N/A	—	89,979	-89,979	-100%	$2.6M	—	—	—
Cantor Fitzgerald, L. P.	N/A	—	87,652	-87,652	-100%	$2.5M	—	—	—
New York State Common Retirement Fund	N/A	—	86,086	-86,086	-100%	$2.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	86,060	-86,060	-100%	$2.5M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	84,546	-84,546	-100%	$2.4M	—	—	—
Quantinno Capital Management LP	N/A	—	82,543	-82,543	-100%	$2.4M	—	—	—
IEQ Capital, LLC	N/A	—	80,807	-80,807	-100%	$2.3M	—	—	—
Quantbot Technologies LP	N/A	—	80,066	-80,066	-100%	$2.3M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	79,063	-79,063	-100%	$2.3M	—	—	—
Tidal Investments LLC	N/A	—	78,547	-78,547	-100%	$2.2M	—	—	—
Varcov Co.	N/A	—	77,707	-77,707	-100%	$2.2M	—	—	—
Mutual Advisors, LLC	N/A	—	76,870	-76,870	-100%	$2.2M	—	—	—
GSA Capital Partners LLP	N/A	—	73,975	-73,975	-100%	$2.1M	—	—	—
NorthCoast Asset Management LLC	N/A	—	73,704	-73,704	-100%	$2.1M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	71,099	-71,099	-100%	$2.0M	—	—	—
Arete Wealth Advisors, LLC	N/A	—	70,621	-70,621	-100%	$2.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	65,942	-65,942	-100%	$1.9M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	65,136	-65,136	-100%	$1.9M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	61,869	-61,869	-100%	$1.8M	—	—	—
CastleKnight Management LP	N/A	—	61,800	-61,800	-100%	$1.8M	—	—	—
Penserra Capital Management LLC	N/A	—	61,292	-61,292	-100%	$1.7M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	60,309	-60,309	-100%	$1.7M	—	—	—
State of Wisconsin Investment Board	N/A	—	55,600	-55,600	-100%	$1.6M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	53,400	-53,400	-100%	$1.5M	—	—	—
Intech Investment Management LLC	N/A	—	52,261	-52,261	-100%	$1.5M	—	—	—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	N/A	—	51,105	-51,105	-100%	$1.5M	—	—	—
Captrust Financial Advisors	N/A	—	49,965	-49,965	-100%	$1.4M	—	—	—
Mariner, LLC	N/A	—	49,684	-49,684	-100%	$1.4M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	48,726	-48,726	-100%	$1.4M	—	—	—
Mason & Associates Inc	N/A	—	47,902	-47,902	-100%	$1.4M	—	—	—
Vident Advisory, LLC	N/A	—	46,626	-46,626	-100%	$1.3M	—	—	—
Dark Forest Capital Management LP	N/A	—	46,043	-46,043	-100%	$1.3M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	44,150	-44,150	-100%	$1.3M	—	—	—
Clough Capital Partners L P	N/A	—	43,296	-43,296	-100%	$1.2M	—	—	—
Cerity Partners LLC	N/A	—	43,083	-43,083	-100%	$1.2M	—	—	—
Handelsbanken Fonder AB	N/A	—	42,900	-42,900	-100%	$1.2K	—	—	—
Fortis Capital Advisors, LLC	N/A	—	42,487	-42,487	-100%	$1.2M	—	—	—
Belpointe Asset Management LLC	N/A	—	42,487	-42,487	-100%	$1.2M	—	—	—
Sciencast Management LP	N/A	—	40,163	-40,163	-100%	$1.1M	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	40,012	-40,012	-100%	$1.1M	—	—	—
Deeter Investments LLP	N/A	—	40,000	-40,000	-100%	$1.1M	—	—	—
Polen Capital Management LLC	N/A	—	38,701	-38,701	-100%	$1.1M	—	—	—
AXQ Capital, LP	N/A	—	37,136	-37,136	-100%	$1.1M	—	—	—
SIH Partners, Lllp	N/A	—	31,788	-31,788	-100%	$906.6K	—	—	—
Virtu Financial LLC	N/A	—	28,385	-28,385	-100%	$810.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	28,359	-28,359	-100%	$808.8K	—	—	—
Natixis Advisors, LLC	N/A	—	28,063	-28,063	-100%	$800.0K	—	—	—
Numerai GP LLC	N/A	—	26,998	-26,998	-100%	$770.0K	—	—	—
Alphadyne Asset Management LP	N/A	—	26,856	-26,856	-100%	$765.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	25,940	-25,940	-100%	$739.8K	—	—	—
Mirabella Financial Services LLP	N/A	—	24,993	-24,993	-100%	$712.8K	—	—	—
Gotham Asset Management, LLC	N/A	—	24,847	-24,847	-100%	$708.6K	—	—	—
Acadian Asset Management LLC	N/A	—	24,568	-24,568	-100%	$699.0K	—	—	—
Voleon Capital Management LP	N/A	—	23,330	-23,330	-100%	$665.4K	—	—	—
Qsemble Capital Management, LP	N/A	—	23,026	-23,026	-100%	$656.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	21,878	-21,878	-100%	$624.0K	—	—	—
DnB Asset Management AS	N/A	—	20,898	-20,898	-100%	$596.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	20,815	-20,815	-100%	$620.1K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	19,484	-19,484	-100%	$555.0K	—	—	—
Inceptionr LLC	N/A	—	18,999	-18,999	-100%	$541.9K	—	—	—
Graham Capital Management, L.P.	N/A	—	18,877	-18,877	-100%	$538.4K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	18,837	-18,837	-100%	$537.2K	—	—	—
Arax Advisory Partners	N/A	—	18,781	-18,781	-100%	$535.6K	—	—	—
Private Advisor Group, LLC	N/A	—	18,660	-18,660	-100%	$532.2K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	18,559	-18,559	-100%	$529.3K	—	—	—
Blueshift Asset Management, LLC	N/A	—	18,500	-18,500	-100%	$527.6K	—	—	—
Baird Financial Group, Inc.	N/A	—	18,284	-18,284	-100%	$521.5K	—	—	—
Cetera Investment Advisers	N/A	—	17,514	-17,514	-100%	$499.5K	—	—	—
Tradition Wealth Management, LLC	N/A	—	17,427	-17,427	-100%	$497.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	17,049	-17,049	-100%	$486.2K	—	—	—
Vestcor Inc	N/A	—	16,821	-16,821	-100%	$480.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	16,805	-16,805	-100%	$479.3K	—	—	—
OAK Associates LTD	N/A	—	16,726	-16,726	-100%	$477.0K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	15,930	-15,930	-100%	$454.3K	—	—	—
Advisory Services Network, LLC	N/A	—	15,719	-15,719	-100%	$448.3K	—	—	—
Oxford Asset Management LLP	N/A	—	15,372	-15,372	-100%	$438.4K	—	—	—
Caxton Associates LLP	N/A	—	14,482	-14,482	-100%	$413.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	14,449	-14,449	-100%	$412.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	13,845	-13,845	-100%	$394.9K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	13,487	-13,487	-100%	$384.6K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	13,417	-13,417	-100%	$382.7K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	13,200	-13,200	-100%	$376.5K	—	—	—
Arkadios Wealth Advisors	N/A	—	12,387	-12,387	-100%	$353.3K	—	—	—
Bridgefront Capital, LLC	N/A	—	12,251	-12,251	-100%	$349.4K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	12,222	-12,222	-100%	$348.6K	—	—	—
Wealthfront Advisers LLC	N/A	—	11,270	-11,270	-100%	$321.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	11,066	-11,066	-100%	$315.6K	—	—	—
Franklin Resources Inc	N/A	—	10,294	-10,294	-100%	$293.6K	—	—	—
Teacher Retirement System of Texas	N/A	—	10,234	-10,234	-100%	$291.9K	—	—	—
Baader Bank Aktiengesellschaft	N/A	—	10,000	-10,000	-100%	$285.2K	—	—	—
Centiva Capital, LP	N/A	—	10,000	-10,000	-100%	$285.2K	—	—	—
SCS Capital Management LLC	N/A	—	10,000	-10,000	-100%	$285.2K	—	—	—
CSS LLC	N/A	—	9,825	-9,825	-100%	$280.2K	—	—	—
Neuberger Berman Group LLC	N/A	—	8,979	-8,979	-100%	$256.1K	—	—	—
Harbour Investments, Inc.	N/A	—	7,980	-7,980	-100%	$227.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,911	-7,911	-100%	$225.6K	—	—	—
Rathbones Group PLC	N/A	—	7,816	-7,816	-100%	$222.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	7,681	-7,681	-100%	$219.1K	—	—	—
Conway Capital Management, Inc.	N/A	—	7,500	-7,500	-100%	$213.9K	—	—	—
Allstate Corp	N/A	—	7,122	-7,122	-100%	$203.1K	—	—	—
Intrepid Financial Planning Group LLC	N/A	—	7,100	-7,100	-100%	$202.5K	—	—	—
Wealthspire Advisors, LLC	N/A	—	7,092	-7,092	-100%	$202.3K	—	—	—
Kovack Advisors, Inc.	N/A	—	6,365	-6,365	-100%	$203.0K	—	—	—
Globeflex Capital L P	N/A	—	6,245	-6,245	-100%	$178.1K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	5,404	-5,404	-100%	$154.1K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	5,054	-5,054	-100%	$144.1K	—	—	—
Avalon Trust Co	N/A	—	4,633	-4,633	-100%	$132.1K	—	—	—
Cliffwater LLC	N/A	—	4,431	-4,431	-100%	$126.4K	—	—	—
Allied Private Wealth LLC	N/A	—	4,045	-4,045	-100%	$124.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	3,814	-3,814	-100%	$108.8K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	3,628	-3,628	-100%	$103.5K	—	—	—
DV Trading LLC	N/A	—	3,081	-3,081	-100%	$87.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,244	-2,244	-100%	$64.0K	—	—	—
Hollencrest Capital Management	N/A	—	1,700	-1,700	-100%	$48.5K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	1,672	-1,672	-100%	$47.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,602	-1,602	-100%	$45.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	1,582	-1,582	-100%	$45.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,559	-1,559	-100%	$44.5K	—	—	—
LOM Asset Management Ltd	N/A	—	1,100	-1,100	-100%	$31.4K	—	—	—
Accent Capital Management, LLC	N/A	—	1,029	-1,029	-100%	$29.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	665	-665	-100%	$19.0K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	600	-600	-100%	$17.1K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	430	-430	-100%	$12.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	388	-388	-100%	$11.4K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	357	-357	-100%	$10.2K	—	—	—
Rothschild Investment LLC	N/A	—	326	-326	-100%	$9.3K	—	—	—
HighMark Wealth Management LLC	N/A	—	300	-300	-100%	$8.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	277	-277	-100%	$7.9K	—	—	—
Tidemark, LLC	N/A	—	246	-246	-100%	$7.0K	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	235	-235	-100%	$6.7K	—	—	—
Bessemer Group Inc	N/A	—	172	-172	-100%	$5	—	—	—
CVA Family Office, LLC	N/A	—	149	-149	-100%	$4.2K	—	—	—
Quarry LP	N/A	—	85	-85	-100%	$2.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	52	-52	-100%	$1.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	38	-38	-100%	$1.1K	—	—	—
Core Capital Management & Research, inc.	N/A	—	29	-29	-100%	$922	—	—	—
Kilter Group LLC	N/A	—	27	-27	-100%	$771	—	—	—
Elequin Capital, LP	N/A	—	25	-25	-100%	$713	—	—	—
SHP Wealth Management	N/A	—	25	-25	-100%	$713	—	—	—
IMA Advisory Services, Inc.	N/A	—	20	-20	-100%	$570	—	—	—
Rialto Wealth Management, LLC	N/A	—	16	-16	-100%	$457	—	—	—
HFM Investment Advisors, LLC	N/A	—	11	-11	-100%	$314	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	11	-11	-100%	$314	—	—	—
LRI Investments, LLC	N/A	—	7	-7	-100%	$200	—	—	—
Dunhill Financial, LLC	N/A	—	5	-5	-100%	$152	—	—	—
Raffa Wealth Management, LLC	N/A	—	5	-5	-100%	$143	—	—	—

Showing 439 of 439 institutions