Otter Tail Corp (OTTR)

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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LSV Asset Management

DECREASED

Shares1,147,017 from 1,186,461

Change-39,444 (-3%)

Value$101.0K (-$106.7M)

Filed 2026-11-06

Geode Capital Management, LLC

DECREASED

Shares1,108,153 from 1,112,886

Change-4,733 (0%)

Value$97.6M (-$2.6M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares837,290 from 828,016

Change+9,274 (+1%)

Value$73.7M (-$785.5K)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares357,189 from 358,275

Change-1,086 (0%)

Value$31.4M (-$790.7K)

Filed 2026-11-05

Principal Financial Group Inc

DECREASED

Shares200,516 from 233,558

Change-33,042 (-14%)

Value$17.7M (-$3.4M)

Filed 2026-11-02

Congress Asset Management Co

NEW

Shares165,683

Change+165,683

Value$14.6M

Filed 2026-10-06

Bank & Trust Co

DECREASED

Shares117,295 from 119,641

Change-2,346 (-2%)

Value$10.3M (-$438.6K)

Filed 2026-10-07

ProShare Advisors LLC

INCREASED

Shares111,468 from 80,928

Change+30,540 (+38%)

Value$9.8M (+$2.5M)

Filed 2026-10-29

US Bancorp \de\

DECREASED

Shares89,902 from 100,662

Change-10,760 (-11%)

Value$7.9M (-$1.1M)

Filed 2026-11-05

Contravisory Investment Management, Inc.

DECREASED

Shares86,160 from 86,441

Change-281 (0%)

Value$7.6M (-$192.4K)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares77,613 from 95,971

Change-18,358 (-19%)

Value$6.8M (-$1.8M)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares58,144 from 50,314

Change+7,830 (+16%)

Value$5.1M (+$591.7K)

Filed 2026-11-04

Palisades Investment Partners, LLC

INCREASED

Shares47,244 from 43,583

Change+3,661 (+8%)

Value$4.2M (+$237.7K)

Filed 2026-11-03

Linden Thomas Advisory Services, LLC

INCREASED

Shares46,460 from 44,579

Change+1,881 (+4%)

Value$4.1M (+$79.1K)

Filed 2026-10-19

Deutsche Bank Ag\

DECREASED

Shares39,856 from 43,790

Change-3,934 (-9%)

Value$3.5M (-$431.3K)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares36,449 from 42,882

Change-6,433 (-15%)

Value$3.2K (-$3.9M)

Filed 2026-11-05

Barclays PLC

DECREASED

Shares34,803 from 47,891

Change-13,088 (-27%)

Value$3.1M (-$1.2M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares28,289 from 25,768

Change+2,521 (+10%)

Value$2.5M (+$172.0K)

Filed 2026-11-02

John G Ullman & Associates Inc

DECREASED

Shares25,250 from 25,450

Change-200 (-1%)

Value$2.2M (-$67.0K)

Filed 2026-11-04

Vest Financial, LLC

DECREASED

Shares22,428 from 42,523

Change-20,095 (-47%)

Value$2.0M (-$1.9M)

Filed 2026-10-21

Illinois Municipal Retirement Fund

INCREASED

Shares21,316 from 20,979

Change+337 (+2%)

Value$1.9M (-$11.0K)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares20,515 from 20,315

Change+200 (+1%)

Value$1.8M (-$21.8K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares18,277 from 16,655

Change+1,622 (+10%)

Value$1.6M (+$132.8K)

Filed 2026-10-13

Louisiana State Employees Retirement System

DECREASED

Shares17,900 from 18,400

Change-500 (-3%)

Value$1.6M (-$79.7K)

Filed 2026-10-20

Jackson Creek Investment Advisors LLC

NEW

Shares17,069

Change+17,069

Value$1.5K

Filed 2026-11-04

State of New Jersey Common Pension Fund D

DECREASED

Shares16,948 from 19,771

Change-2,823 (-14%)

Value$1.5M (-$286.9K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares16,552 from 17,697

Change-1,145 (-6%)

Value$1.5M (-$135.1K)

Filed 2026-11-05

Focus Financial Network, Inc.

DECREASED

Shares16,161 from 16,358

Change-197 (-1%)

Value$1.4M (-$49.1K)

Filed 2026-10-14

North Star Investment Management Corp.

UNCHANGED

Shares14,236 from 14,236

Change0 (0%)

Value$1.3M (-$27.6K)

Filed 2026-10-27

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares13,679 from 9,729

Change+3,950 (+41%)

Value$1.2M (+$328.9K)

Filed 2026-10-13

Achmea Investment Management B.V.

NEW

Shares12,700

Change+12,700

Value$1.1M

Filed 2026-10-30

Exchange Traded Concepts, LLC

DECREASED

Shares12,362 from 12,924

Change-562 (-4%)

Value$1.1M (-$74.6K)

Filed 2026-10-28

James Investment Research, Inc.

INCREASED

Shares11,581 from 10,631

Change+950 (+9%)

Value$1.0M (+$63.0K)

Filed 2026-10-22

Amalgamated Bank

DECREASED

Shares10,806 from 11,199

Change-393 (-4%)

Value$951 (-$1.0M)

Filed 2026-10-23

Arizona State Retirement System

INCREASED

Shares10,643 from 10,419

Change+224 (+2%)

Value$937.0K (-$492)

Filed 2026-11-03

Yousif Capital Management, LLC

DECREASED

Shares10,606 from 11,162

Change-556 (-5%)

Value$933.8K (-$70.6K)

Filed 2026-10-22

Eagle Global Advisors LLC

UNCHANGED

Shares10,480 from 10,480

Change0 (0%)

Value$922.7K (-$20.3K)

Filed 2026-11-02

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares10,380 from 5,628

Change+4,752 (+84%)

Value$913.9K (+$407.5K)

Filed 2026-10-27

New York State Teachers Retirement System

UNCHANGED

Shares10,300 from 10,300

Change0 (0%)

Value$907 (-$926.1K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares9,892 from 9,956

Change-64 (-1%)

Value$870.9K (-$24.9K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares9,442 from 9,592

Change-150 (-2%)

Value$831.3K (-$31.8K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares9,312 from 6,110

Change+3,202 (+52%)

Value$819.8K (+$270.1K)

Filed 2026-11-05

Alps Advisors Inc

DECREASED

Shares9,209 from 21,276

Change-12,067 (-57%)

Value$810.8K (-$1.1M)

Filed 2026-11-03

Vista Investment Partners LLC

DECREASED

Shares8,847 from 9,786

Change-939 (-10%)

Value$778.9K (-$101.7K)

Filed 2026-10-08

Creative Planning

INCREASED

Shares8,408 from 7,596

Change+812 (+11%)

Value$740.2K (+$56.7K)

Filed 2026-11-02

State of Alaska, Department of Revenue

DECREASED

Shares8,344 from 13,826

Change-5,482 (-40%)

Value$734 (-$1.2M)

Filed 2026-10-15

Lido Advisors, LLC

INCREASED

Shares7,685 from 6,203

Change+1,482 (+24%)

Value$676.6K (+$118.4K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares7,611 from 12,788

Change-5,177 (-40%)

Value$670 (-$1.2M)

Filed 2026-11-02

Pictet Asset Management Holding SA

INCREASED

Shares7,462 from 7,080

Change+382 (+5%)

Value$657.0K (+$19.9K)

Filed 2026-11-03

Fifth Third Wealth Advisors LLC

INCREASED

Shares6,493 from 4,554

Change+1,939 (+43%)

Value$571.6K (+$161.9K)

Filed 2026-10-22

D.A. Davidson & Co.

DECREASED

Shares5,869 from 6,767

Change-898 (-13%)

Value$516.7K (-$92.2K)

Filed 2026-10-28

RBA Wealth Management, LLC

DECREASED

Shares5,469 from 5,569

Change-100 (-2%)

Value$481.5K (-$19.6K)

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares5,413 from 5,403

Change+10 (+0%)

Value$476.6K (-$9.6K)

Filed 2026-11-06

Bayban

UNCHANGED

Shares5,401 from 5,401

Change0 (0%)

Value$486.0K ($0)

Filed 2026-11-05

Opus Capital Group, LLC

UNCHANGED

Shares5,266 from 5,266

Change0 (0%)

Value$464 (-$473.5K)

Filed 2026-10-30

Hendershot Investments Inc.

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$440.2K (-$9.7K)

Filed 2026-11-05

Alternative Investment Advisors, Llc.

INCREASED

Shares4,830 from 4,799

Change+31 (+1%)

Value$425.3K (-$6.6K)

Filed 2026-11-03

Blue Trust, Inc.

NEW

Shares4,795

Change+4,795

Value$422.1K

Filed 2026-10-15

Mutual of America Capital Management LLC

DECREASED

Shares4,791 from 4,808

Change-17 (0%)

Value$421.8K (-$10.8K)

Filed 2026-10-23

HUB Investment Partners, LLC

NEW

Shares4,628

Change+4,628

Value$407.4K

Filed 2026-11-03

Quadrant Capital Group LLC

UNCHANGED

Shares4,576 from 4,576

Change0 (0%)

Value$407.4K (-$4.3K)

Filed 2026-10-20

Accredited Investors Inc.

INCREASED

Shares4,495 from 4,436

Change+59 (+1%)

Value$395.7K (-$3.4K)

Filed 2026-11-03

Swiss Life Asset Management Ltd

UNCHANGED

Shares4,442 from 4,442

Change0 (0%)

Value$391.1K (-$8.6K)

Filed 2026-11-03

Valtinson Bruner Financial Planning LLC

DECREASED

Shares4,335 from 4,539

Change-204 (-4%)

Value$381.7K (-$26.8K)

Filed 2026-11-02

Wealth Forward, LLC

UNCHANGED

Shares4,238 from 4,238

Change0 (0%)

Value$373.1K (-$8.2K)

Filed 2026-10-14

Greenwood Capital Associates LLC

DECREASED

Shares4,213 from 5,511

Change-1,298 (-24%)

Value$370.9K (-$125.0K)

Filed 2026-10-27

Bell Bank

UNCHANGED

Shares4,086 from 4,086

Change0 (0%)

Value$359.7K (-$7.9K)

Filed 2026-10-21

Bokf, NA

DECREASED

Shares4,074 from 4,167

Change-93 (-2%)

Value$358.7K (-$16.3K)

Filed 2026-10-27

Xponance LLC

DECREASED

Shares3,753 from 3,876

Change-123 (-3%)

Value$330.4K (-$18.3K)

Filed 2026-11-03

Chesley Taft & Associates LLC

UNCHANGED

Shares3,680 from 3,680

Change0 (0%)

Value$324.0K (-$7.1K)

Filed 2026-10-13

Ifrah Financial Services, Inc.

INCREASED

Shares3,517 from 3,497

Change+20 (+1%)

Value$309.6K (-$5.0K)

Filed 2026-10-13

Atlas Brown,Inc.

UNCHANGED

Shares3,491 from 3,491

Change0 (0%)

Value$307.3K (-$6.8K)

Filed 2026-10-09

Sterling Capital Management LLC

DECREASED

Shares3,286 from 5,901

Change-2,615 (-44%)

Value$289.3K (-$241.7K)

Filed 2026-10-22

Choreo, LLC

NEW

Shares3,221

Change+3,221

Value$283.5K

Filed 2026-10-28

Lifelong Wealth Advisors, Inc.

UNCHANGED

Shares3,164 from 3,164

Change0 (0%)

Value$278.6K (-$6.1K)

Filed 2026-10-19

Flagship Harbor Advisors, LLC

NEW

Shares3,150

Change+3,150

Value$277.3K

Filed 2026-10-26

Mann Financial Group, Inc.

UNCHANGED

Shares3,129 from 3,129

Change0 (0%)

Value$275.5K (-$6.1K)

Filed 2026-10-15

Integrity Alliance, Llc.

INCREASED

Shares2,878 from 2,809

Change+69 (+2%)

Value$253.4K (+$625)

Filed 2026-10-29

Park Capital Management, LLC / WI

NEW

Shares2,853

Change+2,853

Value$251.2K

Filed 2026-10-13

MacKenzie Financial Corp

NEW

Shares2,839

Change+2,839

Value$249.9K

Filed 2026-11-02

Paragon Advisors, LLC

NEW

Shares2,794

Change+2,794

Value$246.0K

Filed 2026-11-03

Wealth Alliance Advisory Group, LLC

UNCHANGED

Shares2,779 from 2,779

Change0 (0%)

Value$244.7K (-$5.4K)

Filed 2026-10-14

CIBC Asset Management Inc

DECREASED

Shares2,738 from 2,796

Change-58 (-2%)

Value$241.1K (-$10.5K)

Filed 2026-11-05

Compass Financial Group, Inc

INCREASED

Shares2,732 from 2,715

Change+17 (+1%)

Value$240.5K (-$3.8K)

Filed 2026-10-13

Abel Hall, LLC

INCREASED

Shares2,664 from 2,435

Change+229 (+9%)

Value$234.5K (+$15.4K)

Filed 2026-10-19

Daymark Wealth Partners, LLC

INCREASED

Shares2,643 from 2,400

Change+243 (+10%)

Value$232.7K (+$16.7K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares2,590 from 972

Change+1,618 (+166%)

Value$228.0K (+$140.5K)

Filed 2026-10-08

Crossmark Global Holdings, Inc.

DECREASED

Shares2,588 from 2,665

Change-77 (-3%)

Value$227.8K (-$11.9K)

Filed 2026-10-21

Vise Technologies, Inc.

INCREASED

Shares2,503 from 2,345

Change+158 (+7%)

Value$220.4K (+$9.4K)

Filed 2026-10-29

Virginia Retirement Systems ET Al

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$220.1K (-$4.9K)

Filed 2026-10-28

Savant Capital, LLC

DECREASED

Shares2,496 from 5,237

Change-2,741 (-52%)

Value$219.7K (-$245.7K)

Filed 2026-11-06

Brady Martz Wealth Solutions, LLC

UNCHANGED

Shares2,456 from 2,456

Change0 (0%)

Value$216.2K (-$4.8K)

Filed 2026-11-05

Jnba Financial Advisors

INCREASED

Shares2,444 from 1,444

Change+1,000 (+69%)

Value$215.2K (+$85.2K)

Filed 2026-11-03

SteelPeak Wealth, LLC

NEW

Shares2,389

Change+2,389

Value$210.3K

Filed 2026-10-16

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares2,060 from 2,042

Change+18 (+1%)

Value$181.4K (-$2.4K)

Filed 2026-10-27

USA Financial Formulas

NEW

Shares1,673

Change+1,673

Value$147.3K

Filed 2026-10-16

Armstrong Advisory Group, Inc

UNCHANGED

Shares1,660 from 1,660

Change0 (0%)

Value$146.1K (-$3.2K)

Filed 2026-10-09

Allworth Financial LP

INCREASED

Shares1,310 from 1,305

Change+5 (+0%)

Value$117.9K (+$449)

Filed 2026-11-06

KBC Group NV

UNCHANGED

Shares1,227 from 1,227

Change0 (0%)

Value$108 (-$109.9K)

Filed 2026-10-22

Signaturefd, LLC

INCREASED

Shares1,169 from 1,124

Change+45 (+4%)

Value$102.9K (+$1.8K)

Filed 2026-10-23

Financial Perspectives, Inc

UNCHANGED

Shares1,155 from 1,155

Change0 (0%)

Value$101.7K (-$2.2K)

Filed 2026-11-03

Abound Wealth Management

UNCHANGED

Shares1,149 from 1,149

Change0 (0%)

Value$101.1K (-$2.2K)

Filed 2026-10-26

Strs Ohio

INCREASED

Shares1,100 from 800

Change+300 (+38%)

Value$96.8K (+$24.9K)

Filed 2026-10-30

Gamma Investing LLC

INCREASED

Shares1,065 from 835

Change+230 (+28%)

Value$93.8K (+$18.6K)

Filed 2026-10-08

Hussman Strategic Advisors, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$88.0K (-$1.9K)

Filed 2026-11-02

Trust Co of Vermont

UNCHANGED

Shares904 from 904

Change0 (0%)

Value$79.6K (-$1.8K)

Filed 2026-10-21

Nisa Investment Advisors, LLC

INCREASED

Shares812 from 801

Change+11 (+1%)

Value$71.5K (-$586)

Filed 2026-10-20

Parallel Advisors, LLC

INCREASED

Shares790 from 311

Change+479 (+154%)

Value$69.6K (+$41.6K)

Filed 2026-11-03

TFC Financial Management, Inc.

UNCHANGED

Shares773 from 773

Change0 (0%)

Value$68.1K (-$1.5K)

Filed 2026-10-26

Rothwell Investment Advisors, LLC

NEW

Shares769

Change+769

Value$67.7K

Filed 2026-11-06

Fortitude Family Office, LLC

INCREASED

Shares768 from 23

Change+745 (+3239%)

Value$67.6K (+$65.5K)

Filed 2026-10-14

High Note Wealth, LLC

UNCHANGED

Shares677 from 677

Change0 (0%)

Value$59.6K (-$1.3K)

Filed 2026-10-27

Costello Asset Management, Inc

INCREASED

Shares670 from 619

Change+51 (+8%)

Value$59.0K (+$3.3K)

Filed 2026-10-30

Goodman Advisory Group, LLC

NEW

Shares667

Change+667

Value$58.7K

Filed 2026-11-02

Covestor Ltd

DECREASED

Shares662 from 1,032

Change-370 (-36%)

Value$58 (-$92.9K)

Filed 2026-10-30

UMB Bank, n.a.

DECREASED

Shares660 from 661

Change-1 (0%)

Value$58.1K (-$1.4K)

Filed 2026-11-06

Asset Planning,Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$44.0K (-$970)

Filed 2026-10-26

Birchwood Financial Partners, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$44.0K (-$970)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

DECREASED

Shares466 from 504

Change-38 (-8%)

Value$41.0K (-$4.3K)

Filed 2026-11-04

Buck Wealth Strategies, LLC

DECREASED

Shares460 from 466

Change-6 (-1%)

Value$40.5K (-$1.4K)

Filed 2026-10-28

Chilton Capital Management LLC

UNCHANGED

Shares426 from 426

Change0 (0%)

Value$37.5K (-$826)

Filed 2026-10-28

MJT & Associates Financial Advisory Group, Inc.

UNCHANGED

Shares420 from 420

Change0 (0%)

Value$37.0K (-$815)

Filed 2026-10-07

Salomon & Ludwin, LLC

INCREASED

Shares390 from 335

Change+55 (+16%)

Value$34.3K (+$4.3K)

Filed 2026-10-29

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares341 from 341

Change0 (0%)

Value$30.0K (-$662)

Filed 2026-10-15

West Financial Advisors, LLC

UNCHANGED

Shares334 from 334

Change0 (0%)

Value$29.4K (-$648)

Filed 2026-10-22

Harbor Capital Advisors, Inc.

INCREASED

Shares318 from 310

Change+8 (+3%)

Value$28 (-$28.0K)

Filed 2026-10-22

Next Level Wealth Planning, LLC

NEW

Shares289

Change+289

Value$25.4K

Filed 2026-10-29

IFP Advisors, Inc

UNCHANGED

Shares267 from 267

Change0 (0%)

Value$23.5K (-$518)

Filed 2026-10-16

Smallwood Wealth Investment Management, LLC

INCREASED

Shares199 from 198

Change+1 (+1%)

Value$17.6K (-$272)

Filed 2026-10-30

Bare Financial Services, Inc

DECREASED

Shares178 from 182

Change-4 (-2%)

Value$15.7K (-$705)

Filed 2026-11-04

Larson Financial Group LLC

INCREASED

Shares160 from 90

Change+70 (+78%)

Value$14.1K (+$6.0K)

Filed 2026-11-05

Plante Moran Financial Advisors, LLC

DECREASED

Shares160 from 165

Change-5 (-3%)

Value$14.1K (-$761)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares103

Change+103

Value$9.1K

Filed 2026-10-21

JFS Wealth Advisors, LLC

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$7.0K (-$153)

Filed 2026-11-03

Pension & Wealth Management Advisors, Inc.

NEW

Shares76

Change+76

Value$6.7K

Filed 2026-10-16

Clark Wealth Partners

NEW

Shares62

Change+62

Value$5.5K

Filed 2026-10-19

SJS Investment Consulting Inc.

INCREASED

Shares59 from 34

Change+25 (+74%)

Value$5.2K (+$2.1K)

Filed 2026-10-26

Assetmark, Inc

INCREASED

Shares45 from 40

Change+5 (+13%)

Value$4.0K (+$363)

Filed 2026-10-21

Versant Capital Management, Inc

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$4.0K (-$87)

Filed 2026-10-02

Farmers & Merchants Investments Inc

INCREASED

Shares42 from 28

Change+14 (+50%)

Value$3.7K (+$1.2K)

Filed 2026-10-22

Parkside Financial Bank & Trust

INCREASED

Shares38 from 33

Change+5 (+15%)

Value$3.3K (+$377)

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$3.0K (-$66)

Filed 2026-10-05

GK Wealth Management LLC

NEW

Shares31

Change+31

Value$2.7K

Filed 2026-10-09

Clearstead Advisors, LLC

INCREASED

Shares31 from 21

Change+10 (+48%)

Value$2.7K (+$840)

Filed 2026-11-06

UMB Private Wealth Management, LLC

NEW

Shares24

Change+24

Value$2.1K

Filed 2026-10-19

Creative Capital Management Investments LLC

INCREASED

Shares18 from 10

Change+8 (+80%)

Value$1.6K (+$685)

Filed 2026-10-28

True Wealth Design, LLC

NEW

Shares15

Change+15

Value$1.3K

Filed 2026-10-13

Bell Investment Advisors, Inc

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.3K (-$29)

Filed 2026-10-29

Archer Investment Corp

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.1K (-$24)

Filed 2026-11-05

Valley National Advisers Inc

NEW

Shares8

Change+8

Value$705

Filed 2026-10-23

Simplex Trading, LLC

DECREASED

Shares8 from 103

Change-95 (-92%)

Value$704 (-$8.6K)

Filed 2026-11-04

Essential Partners LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$704 (-$16)

Filed 2026-10-14

Bay Harbor Wealth Management, LLC

INCREASED

Shares6 from 5

Change+1 (+20%)

Value$528 (+$78)

Filed 2026-11-03

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$529 (-$11)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

DECREASED

Shares5 from 32

Change-27 (-84%)

Value$440 (-$2.4K)

Filed 2026-10-29

Davis Capital Management

INCREASED

Shares5 from 2

Change+3 (+150%)

Value$440 (+$260)

Filed 2026-10-08

Gilpin Wealth Management, LLC

INCREASED

Shares5 from 4

Change+1 (+25%)

Value$441 (+$81)

Filed 2026-10-09

Financial Consulate, Inc

NEW

Shares4

Change+4

Value$353

Filed 2026-10-23

Signature Equity Partners, LLC

DECREASED

Shares4 from 105

Change-101 (-96%)

Value$352 (-$9.1K)

Filed 2026-10-29

Hughes Financial Services, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$271 (+$1)

Filed 2026-10-30

DecisionPoint Financial, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$177 (+$87)

Filed 2026-10-27

Provenance Wealth Advisors, LLC

NEW

Shares1

Change+1

Value$88

Filed 2026-10-30

Inspire Investing, LLC

DECREASED

Shares1 from 28,393

Change-28,392 (-100%)

Value$127 (-$2.6M)

Filed 2026-10-22

Jefferies Financial Group Inc.

CLOSED

Shares0 from 10,082

Change-10,082 (-100%)

Value$0 (-$907.2K)

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

CLOSED

Shares0 from 7,819

Change-7,819 (-100%)

Value$0 (-$701.1K)

Filed 2026-11-04

Amundi

CLOSED

Shares0 from 5,840

Change-5,840 (-100%)

Value$0 (-$525.5K)

Filed 2026-11-06

Tactive Advisors, LLC

CLOSED

Shares0 from 4,050

Change-4,050 (-100%)

Value$0 (-$364.4K)

Filed 2026-10-08

First Citizens Bank & Trust Co

CLOSED

Shares0 from 3,543

Change-3,543 (-100%)

Value$0 (-$318.8K)

Filed 2026-10-14

GW Henssler & Associates LTD

CLOSED

Shares0 from 2,879

Change-2,879 (-100%)

Value$0 (-$259.1K)

Filed 2026-10-26

Convergence Financial, LLC

CLOSED

Shares0 from 2,828

Change-2,828 (-100%)

Value$0 (-$254.5K)

Filed 2026-10-27

Merit Financial Group, LLC

CLOSED

Shares0 from 2,373

Change-2,373 (-100%)

Value$0 (-$213.5K)

Filed 2026-11-06

DekaBank Deutsche Girozentrale

CLOSED

Shares0 from 1,526

Change-1,526 (-100%)

Value$0 (-$130)

Filed 2026-10-27

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,021

Change-1,021 (-100%)

Value$0 (-$91.6K)

Filed 2026-11-02

AdvisorNet Financial, Inc

CLOSED

Shares0 from 650

Change-650 (-100%)

Value$0 (-$58.5K)

Filed 2026-10-15

Bayforest Capital Ltd

CLOSED

Shares0 from 550

Change-550 (-100%)

Value$0 (-$49.5K)

Filed 2026-11-03

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 302

Change-302 (-100%)

Value$0 (-$27.2K)

Filed 2026-10-26

SBI Securities Co., Ltd.

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$2.3K)

Filed 2026-10-22

Spectrum Wealth Advisory Group, LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$990)

Filed 2026-10-29

Fulcrum Asset Management LLP

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$533)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 ($0)

Filed 2026-11-06

Creative Financial Designs Inc

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$270)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 6,557,596

Change-6,557,596 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,996,322

Change-2,996,322 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,891,243

Change-1,891,243 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,645,782

Change-1,645,782 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 885,376

Change-885,376 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 725,769

Change-725,769 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 637,043

Change-637,043 (-100%)

Value—

Caisse de Depot ET Placement DU Quebec

N/A

Shares— from 539,873

Change-539,873 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 519,756

Change-519,756 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 462,200

Change-462,200 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 453,446

Change-453,446 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 447,021

Change-447,021 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 315,978

Change-315,978 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 312,589

Change-312,589 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 278,778

Change-278,778 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 276,060

Change-276,060 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 268,456

Change-268,456 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 264,798

Change-264,798 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 260,050

Change-260,050 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 249,295

Change-249,295 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 210,546

Change-210,546 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 199,684

Change-199,684 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 195,071

Change-195,071 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 185,376

Change-185,376 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 174,664

Change-174,664 (-100%)

Value—

UBS Group AG

N/A

Shares— from 135,671

Change-135,671 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 104,092

Change-104,092 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 98,904

Change-98,904 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 97,439

Change-97,439 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 90,522

Change-90,522 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 86,785

Change-86,785 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 85,285

Change-85,285 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 85,102

Change-85,102 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 83,053

Change-83,053 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 78,855

Change-78,855 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 75,800

Change-75,800 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 75,539

Change-75,539 (-100%)

Value—

Phocas Financial Corp.

N/A

Shares— from 72,681

Change-72,681 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 72,311

Change-72,311 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 71,147

Change-71,147 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 70,882

Change-70,882 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 68,569

Change-68,569 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 67,333

Change-67,333 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 59,697

Change-59,697 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 57,071

Change-57,071 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 55,880

Change-55,880 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 54,910

Change-54,910 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 52,639

Change-52,639 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 49,054

Change-49,054 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 46,061

Change-46,061 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 44,983

Change-44,983 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 43,830

Change-43,830 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 43,201

Change-43,201 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 40,275

Change-40,275 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 36,053

Change-36,053 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 35,292

Change-35,292 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 33,415

Change-33,415 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 33,349

Change-33,349 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 31,715

Change-31,715 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 31,490

Change-31,490 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 31,200

Change-31,200 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 29,860

Change-29,860 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 29,182

Change-29,182 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 28,242

Change-28,242 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 27,000

Change-27,000 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 26,469

Change-26,469 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 23,310

Change-23,310 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 23,141

Change-23,141 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 23,067

Change-23,067 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 22,779

Change-22,779 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 22,625

Change-22,625 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 22,029

Change-22,029 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 19,946

Change-19,946 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 19,692

Change-19,692 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 19,564

Change-19,564 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 18,604

Change-18,604 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 18,010

Change-18,010 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 17,899

Change-17,899 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 17,622

Change-17,622 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 17,147

Change-17,147 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 16,814

Change-16,814 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 16,179

Change-16,179 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 15,635

Change-15,635 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 15,400

Change-15,400 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 15,032

Change-15,032 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 15,010

Change-15,010 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14,489

Change-14,489 (-100%)

Value—

Man Group plc

N/A

Shares— from 14,471

Change-14,471 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 13,612

Change-13,612 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 13,273

Change-13,273 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,186

Change-12,186 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,147

Change-12,147 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 12,038

Change-12,038 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 11,866

Change-11,866 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 11,536

Change-11,536 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 10,544

Change-10,544 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 10,370

Change-10,370 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 10,201

Change-10,201 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 10,139

Change-10,139 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 9,877

Change-9,877 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 9,490

Change-9,490 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 8,835

Change-8,835 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,800

Change-8,800 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 8,618

Change-8,618 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 8,549

Change-8,549 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,298

Change-8,298 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 8,249

Change-8,249 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 8,215

Change-8,215 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 8,170

Change-8,170 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 8,028

Change-8,028 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 7,947

Change-7,947 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 7,923

Change-7,923 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,748

Change-7,748 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,505

Change-7,505 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 7,223

Change-7,223 (-100%)

Value—

Exit Wealth Advisors, Llc.

N/A

Shares— from 7,178

Change-7,178 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 6,924

Change-6,924 (-100%)

Value—

Johnson Wealth Management, LLC

N/A

Shares— from 6,717

Change-6,717 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 6,332

Change-6,332 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 6,215

Change-6,215 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 6,107

Change-6,107 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 5,982

Change-5,982 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 5,858

Change-5,858 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 5,386

Change-5,386 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 5,243

Change-5,243 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 5,211

Change-5,211 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 5,174

Change-5,174 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 5,059

Change-5,059 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,043

Change-5,043 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,928

Change-4,928 (-100%)

Value—

Bravera Wealth

N/A

Shares— from 4,873

Change-4,873 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 4,789

Change-4,789 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 4,753

Change-4,753 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 4,608

Change-4,608 (-100%)

Value—

Legacy Capital Group California, Inc.

N/A

Shares— from 4,560

Change-4,560 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,539

Change-4,539 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,395

Change-4,395 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,193

Change-4,193 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 4,088

Change-4,088 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 4,007

Change-4,007 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,967

Change-3,967 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 3,676

Change-3,676 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 3,584

Change-3,584 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,550

Change-3,550 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,493

Change-3,493 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 3,398

Change-3,398 (-100%)

Value—

Van Diest Capital, LLC

N/A

Shares— from 3,374

Change-3,374 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 3,244

Change-3,244 (-100%)

Value—

&partners

N/A

Shares— from 3,160

Change-3,160 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 3,056

Change-3,056 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 3,049

Change-3,049 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 2,841

Change-2,841 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 2,838

Change-2,838 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 2,798

Change-2,798 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,668

Change-2,668 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 2,652

Change-2,652 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 2,623

Change-2,623 (-100%)

Value—

denkapparat Operations GmbH

N/A

Shares— from 2,586

Change-2,586 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,519

Change-2,519 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 2,490

Change-2,490 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 2,399

Change-2,399 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,060

Change-2,060 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 2,060

Change-2,060 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,546

Change-1,546 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,216

Change-1,216 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 1,172

Change-1,172 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,119

Change-1,119 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 1,092

Change-1,092 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,091

Change-1,091 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 870

Change-870 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 811

Change-811 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 768

Change-768 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 742

Change-742 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 717

Change-717 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 699

Change-699 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 574

Change-574 (-100%)

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Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 563

Change-563 (-100%)

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C M Bidwell & Associates LTD

N/A

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SHP Wealth Management

N/A

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HighMark Wealth Management LLC

N/A

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Kemnay Advisory Services Inc.

N/A

Shares— from 307

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Security National Bank of Sioux City Iowa

N/A

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Bessemer Group Inc

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N.E.W. Advisory Services LLC

N/A

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Optiver Holding B.V.

N/A

Shares— from 194

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Smartleaf Asset Management LLC

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Broadwater Capital Management LLC

N/A

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Keating Financial Advisory Services, Inc.

N/A

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Harvest Fund Management Co., Ltd

N/A

Shares— from 90

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Rothschild Investment LLC

N/A

Shares— from 68

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Brown Brothers Harriman & Co

N/A

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WealthCollab, LLC

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CVA Family Office, LLC

N/A

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Colonial Trust Co / SC

N/A

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Ancora Advisors LLCA

N/A

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JPL Wealth Management, LLC

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Quarry LP

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Glen Eagle Advisors, LLC

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Rialto Wealth Management, LLC

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Caitlin John, LLC

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Fiduciary Financial Advisors

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HFM Investment Advisors, LLC

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Ankerstar Wealth, LLC

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LRI Investments, LLC

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Raffa Wealth Management, LLC

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	Status
LSV Asset Management	DECREASED	1,147,017	1,186,461	-39,444	-3%	$106.8M	$101.0K	-$106.7M	2026-11-06
Geode Capital Management, LLC	DECREASED	1,108,153	1,112,886	-4,733	0%	$100.2M	$97.6M	-$2.6M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	837,290	828,016	+9,274	+1%	$74.5M	$73.7M	-$785.5K	2026-11-04
Bank of New York Mellon Corp	DECREASED	357,189	358,275	-1,086	0%	$32.2M	$31.4M	-$790.7K	2026-11-05
Principal Financial Group Inc	DECREASED	200,516	233,558	-33,042	-14%	$21.0M	$17.7M	-$3.4M	2026-11-02
Congress Asset Management Co	NEW	165,683	—	+165,683	—	—	$14.6M	—	2026-10-06
Bank & Trust Co	DECREASED	117,295	119,641	-2,346	-2%	$10.8M	$10.3M	-$438.6K	2026-10-07
ProShare Advisors LLC	INCREASED	111,468	80,928	+30,540	+38%	$7.3M	$9.8M	+$2.5M	2026-10-29
US Bancorp \de\	DECREASED	89,902	100,662	-10,760	-11%	$9.1M	$7.9M	-$1.1M	2026-11-05
Contravisory Investment Management, Inc.	DECREASED	86,160	86,441	-281	0%	$7.8M	$7.6M	-$192.4K	2026-10-13
LPL Financial LLC	DECREASED	77,613	95,971	-18,358	-19%	$8.6M	$6.8M	-$1.8M	2026-11-06
Citigroup Inc	INCREASED	58,144	50,314	+7,830	+16%	$4.5M	$5.1M	+$591.7K	2026-11-04
Palisades Investment Partners, LLC	INCREASED	47,244	43,583	+3,661	+8%	$3.9M	$4.2M	+$237.7K	2026-11-03
Linden Thomas Advisory Services, LLC	INCREASED	46,460	44,579	+1,881	+4%	$4.0M	$4.1M	+$79.1K	2026-10-19
Deutsche Bank Ag\	DECREASED	39,856	43,790	-3,934	-9%	$3.9M	$3.5M	-$431.3K	2026-11-06
Thrivent Financial for Lutherans	DECREASED	36,449	42,882	-6,433	-15%	$3.9M	$3.2K	-$3.9M	2026-11-05
Barclays PLC	DECREASED	34,803	47,891	-13,088	-27%	$4.3M	$3.1M	-$1.2M	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	28,289	25,768	+2,521	+10%	$2.3M	$2.5M	+$172.0K	2026-11-02
John G Ullman & Associates Inc	DECREASED	25,250	25,450	-200	-1%	$2.3M	$2.2M	-$67.0K	2026-11-04
Vest Financial, LLC	DECREASED	22,428	42,523	-20,095	-47%	$3.8M	$2.0M	-$1.9M	2026-10-21
Illinois Municipal Retirement Fund	INCREASED	21,316	20,979	+337	+2%	$1.9M	$1.9M	-$11.0K	2026-11-05
Russell Investments Group, Ltd.	INCREASED	20,515	20,315	+200	+1%	$1.8M	$1.8M	-$21.8K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	18,277	16,655	+1,622	+10%	$1.5M	$1.6M	+$132.8K	2026-10-13
Louisiana State Employees Retirement System	DECREASED	17,900	18,400	-500	-3%	$1.7M	$1.6M	-$79.7K	2026-10-20
Jackson Creek Investment Advisors LLC	NEW	17,069	—	+17,069	—	—	$1.5K	—	2026-11-04
State of New Jersey Common Pension Fund D	DECREASED	16,948	19,771	-2,823	-14%	$1.8M	$1.5M	-$286.9K	2026-11-05
Fifth Third Bancorp	DECREASED	16,552	17,697	-1,145	-6%	$1.6M	$1.5M	-$135.1K	2026-11-05
Focus Financial Network, Inc.	DECREASED	16,161	16,358	-197	-1%	$1.5M	$1.4M	-$49.1K	2026-10-14
North Star Investment Management Corp.	UNCHANGED	14,236	14,236	0	0%	$1.3M	$1.3M	-$27.6K	2026-10-27
Hennion & Walsh Asset Management, Inc.	INCREASED	13,679	9,729	+3,950	+41%	$875.4K	$1.2M	+$328.9K	2026-10-13
Achmea Investment Management B.V.	NEW	12,700	—	+12,700	—	—	$1.1M	—	2026-10-30
Exchange Traded Concepts, LLC	DECREASED	12,362	12,924	-562	-4%	$1.2M	$1.1M	-$74.6K	2026-10-28
James Investment Research, Inc.	INCREASED	11,581	10,631	+950	+9%	$956.6K	$1.0M	+$63.0K	2026-10-22
Amalgamated Bank	DECREASED	10,806	11,199	-393	-4%	$1.0M	$951	-$1.0M	2026-10-23
Arizona State Retirement System	INCREASED	10,643	10,419	+224	+2%	$937.5K	$937.0K	-$492	2026-11-03
Yousif Capital Management, LLC	DECREASED	10,606	11,162	-556	-5%	$1.0M	$933.8K	-$70.6K	2026-10-22
Eagle Global Advisors LLC	UNCHANGED	10,480	10,480	0	0%	$943.0K	$922.7K	-$20.3K	2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	10,380	5,628	+4,752	+84%	$506.4K	$913.9K	+$407.5K	2026-10-27
New York State Teachers Retirement System	UNCHANGED	10,300	10,300	0	0%	$927.0K	$907	-$926.1K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	9,892	9,956	-64	-1%	$895.8K	$870.9K	-$24.9K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	9,442	9,592	-150	-2%	$863.1K	$831.3K	-$31.8K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	9,312	6,110	+3,202	+52%	$549.8K	$819.8K	+$270.1K	2026-11-05
Alps Advisors Inc	DECREASED	9,209	21,276	-12,067	-57%	$1.9M	$810.8K	-$1.1M	2026-11-03
Vista Investment Partners LLC	DECREASED	8,847	9,786	-939	-10%	$880.5K	$778.9K	-$101.7K	2026-10-08
Creative Planning	INCREASED	8,408	7,596	+812	+11%	$683.5K	$740.2K	+$56.7K	2026-11-02
State of Alaska, Department of Revenue	DECREASED	8,344	13,826	-5,482	-40%	$1.2M	$734	-$1.2M	2026-10-15
Lido Advisors, LLC	INCREASED	7,685	6,203	+1,482	+24%	$558.2K	$676.6K	+$118.4K	2026-11-04
Cambridge Investment Research Advisors, Inc.	DECREASED	7,611	12,788	-5,177	-40%	$1.2M	$670	-$1.2M	2026-11-02
Pictet Asset Management Holding SA	INCREASED	7,462	7,080	+382	+5%	$637.1K	$657.0K	+$19.9K	2026-11-03
Fifth Third Wealth Advisors LLC	INCREASED	6,493	4,554	+1,939	+43%	$409.8K	$571.6K	+$161.9K	2026-10-22
D.A. Davidson & Co.	DECREASED	5,869	6,767	-898	-13%	$608.9K	$516.7K	-$92.2K	2026-10-28
RBA Wealth Management, LLC	DECREASED	5,469	5,569	-100	-2%	$501.1K	$481.5K	-$19.6K	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	5,413	5,403	+10	+0%	$486.2K	$476.6K	-$9.6K	2026-11-06
Bayban	UNCHANGED	5,401	5,401	0	0%	$486.0K	$486.0K	$0	2026-11-05
Opus Capital Group, LLC	UNCHANGED	5,266	5,266	0	0%	$474.0K	$464	-$473.5K	2026-10-30
Hendershot Investments Inc.	UNCHANGED	5,000	5,000	0	0%	$449.9K	$440.2K	-$9.7K	2026-11-05
Alternative Investment Advisors, Llc.	INCREASED	4,830	4,799	+31	+1%	$431.8K	$425.3K	-$6.6K	2026-11-03
Blue Trust, Inc.	NEW	4,795	—	+4,795	—	—	$422.1K	—	2026-10-15
Mutual of America Capital Management LLC	DECREASED	4,791	4,808	-17	0%	$432.6K	$421.8K	-$10.8K	2026-10-23
HUB Investment Partners, LLC	NEW	4,628	—	+4,628	—	—	$407.4K	—	2026-11-03
Quadrant Capital Group LLC	UNCHANGED	4,576	4,576	0	0%	$411.7K	$407.4K	-$4.3K	2026-10-20
Accredited Investors Inc.	INCREASED	4,495	4,436	+59	+1%	$399.1K	$395.7K	-$3.4K	2026-11-03
Swiss Life Asset Management Ltd	UNCHANGED	4,442	4,442	0	0%	$399.7K	$391.1K	-$8.6K	2026-11-03
Valtinson Bruner Financial Planning LLC	DECREASED	4,335	4,539	-204	-4%	$408.4K	$381.7K	-$26.8K	2026-11-02
Wealth Forward, LLC	UNCHANGED	4,238	4,238	0	0%	$381.3K	$373.1K	-$8.2K	2026-10-14
Greenwood Capital Associates LLC	DECREASED	4,213	5,511	-1,298	-24%	$495.9K	$370.9K	-$125.0K	2026-10-27
Bell Bank	UNCHANGED	4,086	4,086	0	0%	$367.7K	$359.7K	-$7.9K	2026-10-21
Bokf, NA	DECREASED	4,074	4,167	-93	-2%	$374.9K	$358.7K	-$16.3K	2026-10-27
Xponance LLC	DECREASED	3,753	3,876	-123	-3%	$348.8K	$330.4K	-$18.3K	2026-11-03
Chesley Taft & Associates LLC	UNCHANGED	3,680	3,680	0	0%	$331.1K	$324.0K	-$7.1K	2026-10-13
Ifrah Financial Services, Inc.	INCREASED	3,517	3,497	+20	+1%	$314.7K	$309.6K	-$5.0K	2026-10-13
Atlas Brown,Inc.	UNCHANGED	3,491	3,491	0	0%	$314.1K	$307.3K	-$6.8K	2026-10-09
Sterling Capital Management LLC	DECREASED	3,286	5,901	-2,615	-44%	$531.0K	$289.3K	-$241.7K	2026-10-22
Choreo, LLC	NEW	3,221	—	+3,221	—	—	$283.5K	—	2026-10-28
Lifelong Wealth Advisors, Inc.	UNCHANGED	3,164	3,164	0	0%	$284.7K	$278.6K	-$6.1K	2026-10-19
Flagship Harbor Advisors, LLC	NEW	3,150	—	+3,150	—	—	$277.3K	—	2026-10-26
Mann Financial Group, Inc.	UNCHANGED	3,129	3,129	0	0%	$281.5K	$275.5K	-$6.1K	2026-10-15
Integrity Alliance, Llc.	INCREASED	2,878	2,809	+69	+2%	$252.8K	$253.4K	+$625	2026-10-29
Park Capital Management, LLC / WI	NEW	2,853	—	+2,853	—	—	$251.2K	—	2026-10-13
MacKenzie Financial Corp	NEW	2,839	—	+2,839	—	—	$249.9K	—	2026-11-02
Paragon Advisors, LLC	NEW	2,794	—	+2,794	—	—	$246.0K	—	2026-11-03
Wealth Alliance Advisory Group, LLC	UNCHANGED	2,779	2,779	0	0%	$250.1K	$244.7K	-$5.4K	2026-10-14
CIBC Asset Management Inc	DECREASED	2,738	2,796	-58	-2%	$251.6K	$241.1K	-$10.5K	2026-11-05
Compass Financial Group, Inc	INCREASED	2,732	2,715	+17	+1%	$244.3K	$240.5K	-$3.8K	2026-10-13
Abel Hall, LLC	INCREASED	2,664	2,435	+229	+9%	$219.1K	$234.5K	+$15.4K	2026-10-19
Daymark Wealth Partners, LLC	INCREASED	2,643	2,400	+243	+10%	$216.0K	$232.7K	+$16.7K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	2,590	972	+1,618	+166%	$87.5K	$228.0K	+$140.5K	2026-10-08
Crossmark Global Holdings, Inc.	DECREASED	2,588	2,665	-77	-3%	$239.8K	$227.8K	-$11.9K	2026-10-21
Vise Technologies, Inc.	INCREASED	2,503	2,345	+158	+7%	$211.0K	$220.4K	+$9.4K	2026-10-29
Virginia Retirement Systems ET Al	UNCHANGED	2,500	2,500	0	0%	$225.0K	$220.1K	-$4.9K	2026-10-28
Savant Capital, LLC	DECREASED	2,496	5,237	-2,741	-52%	$465.5K	$219.7K	-$245.7K	2026-11-06
Brady Martz Wealth Solutions, LLC	UNCHANGED	2,456	2,456	0	0%	$221.0K	$216.2K	-$4.8K	2026-11-05
Jnba Financial Advisors	INCREASED	2,444	1,444	+1,000	+69%	$129.9K	$215.2K	+$85.2K	2026-11-03
SteelPeak Wealth, LLC	NEW	2,389	—	+2,389	—	—	$210.3K	—	2026-10-16
Pinnacle Wealth Planning Services, Inc.	INCREASED	2,060	2,042	+18	+1%	$183.7K	$181.4K	-$2.4K	2026-10-27
USA Financial Formulas	NEW	1,673	—	+1,673	—	—	$147.3K	—	2026-10-16
Armstrong Advisory Group, Inc	UNCHANGED	1,660	1,660	0	0%	$149.4K	$146.1K	-$3.2K	2026-10-09
Allworth Financial LP	INCREASED	1,310	1,305	+5	+0%	$117.5K	$117.9K	+$449	2026-11-06
KBC Group NV	UNCHANGED	1,227	1,227	0	0%	$110.0K	$108	-$109.9K	2026-10-22
Signaturefd, LLC	INCREASED	1,169	1,124	+45	+4%	$101.1K	$102.9K	+$1.8K	2026-10-23
Financial Perspectives, Inc	UNCHANGED	1,155	1,155	0	0%	$103.9K	$101.7K	-$2.2K	2026-11-03
Abound Wealth Management	UNCHANGED	1,149	1,149	0	0%	$103.3K	$101.1K	-$2.2K	2026-10-26
Strs Ohio	INCREASED	1,100	800	+300	+38%	$72.0K	$96.8K	+$24.9K	2026-10-30
Gamma Investing LLC	INCREASED	1,065	835	+230	+28%	$75.1K	$93.8K	+$18.6K	2026-10-08
Hussman Strategic Advisors, Inc.	UNCHANGED	1,000	1,000	0	0%	$90.0K	$88.0K	-$1.9K	2026-11-02
Trust Co of Vermont	UNCHANGED	904	904	0	0%	$81.3K	$79.6K	-$1.8K	2026-10-21
Nisa Investment Advisors, LLC	INCREASED	812	801	+11	+1%	$72.1K	$71.5K	-$586	2026-10-20
Parallel Advisors, LLC	INCREASED	790	311	+479	+154%	$28.0K	$69.6K	+$41.6K	2026-11-03
TFC Financial Management, Inc.	UNCHANGED	773	773	0	0%	$69.6K	$68.1K	-$1.5K	2026-10-26
Rothwell Investment Advisors, LLC	NEW	769	—	+769	—	—	$67.7K	—	2026-11-06
Fortitude Family Office, LLC	INCREASED	768	23	+745	+3239%	$2.1K	$67.6K	+$65.5K	2026-10-14
High Note Wealth, LLC	UNCHANGED	677	677	0	0%	$60.9K	$59.6K	-$1.3K	2026-10-27
Costello Asset Management, Inc	INCREASED	670	619	+51	+8%	$55.7K	$59.0K	+$3.3K	2026-10-30
Goodman Advisory Group, LLC	NEW	667	—	+667	—	—	$58.7K	—	2026-11-02
Covestor Ltd	DECREASED	662	1,032	-370	-36%	$93.0K	$58	-$92.9K	2026-10-30
UMB Bank, n.a.	DECREASED	660	661	-1	0%	$59.5K	$58.1K	-$1.4K	2026-11-06
Asset Planning,Inc	UNCHANGED	500	500	0	0%	$45.0K	$44.0K	-$970	2026-10-26
Birchwood Financial Partners, Inc.	UNCHANGED	500	500	0	0%	$45.0K	$44.0K	-$970	2026-11-02
EverSource Wealth Advisors, LLC	DECREASED	466	504	-38	-8%	$45.4K	$41.0K	-$4.3K	2026-11-04
Buck Wealth Strategies, LLC	DECREASED	460	466	-6	-1%	$41.9K	$40.5K	-$1.4K	2026-10-28
Chilton Capital Management LLC	UNCHANGED	426	426	0	0%	$38.3K	$37.5K	-$826	2026-10-28
MJT & Associates Financial Advisory Group, Inc.	UNCHANGED	420	420	0	0%	$37.8K	$37.0K	-$815	2026-10-07
Salomon & Ludwin, LLC	INCREASED	390	335	+55	+16%	$30.0K	$34.3K	+$4.3K	2026-10-29
Cherry Tree Wealth Management, LLC	UNCHANGED	341	341	0	0%	$30.7K	$30.0K	-$662	2026-10-15
West Financial Advisors, LLC	UNCHANGED	334	334	0	0%	$30.1K	$29.4K	-$648	2026-10-22
Harbor Capital Advisors, Inc.	INCREASED	318	310	+8	+3%	$28.0K	$28	-$28.0K	2026-10-22
Next Level Wealth Planning, LLC	NEW	289	—	+289	—	—	$25.4K	—	2026-10-29
IFP Advisors, Inc	UNCHANGED	267	267	0	0%	$24.0K	$23.5K	-$518	2026-10-16
Smallwood Wealth Investment Management, LLC	INCREASED	199	198	+1	+1%	$17.9K	$17.6K	-$272	2026-10-30
Bare Financial Services, Inc	DECREASED	178	182	-4	-2%	$16.4K	$15.7K	-$705	2026-11-04
Larson Financial Group LLC	INCREASED	160	90	+70	+78%	$8.1K	$14.1K	+$6.0K	2026-11-05
Plante Moran Financial Advisors, LLC	DECREASED	160	165	-5	-3%	$14.9K	$14.1K	-$761	2026-11-04
Root Financial Partners, LLC	NEW	103	—	+103	—	—	$9.1K	—	2026-10-21
JFS Wealth Advisors, LLC	UNCHANGED	79	79	0	0%	$7.1K	$7.0K	-$153	2026-11-03
Pension & Wealth Management Advisors, Inc.	NEW	76	—	+76	—	—	$6.7K	—	2026-10-16
Clark Wealth Partners	NEW	62	—	+62	—	—	$5.5K	—	2026-10-19
SJS Investment Consulting Inc.	INCREASED	59	34	+25	+74%	$3.1K	$5.2K	+$2.1K	2026-10-26
Assetmark, Inc	INCREASED	45	40	+5	+13%	$3.6K	$4.0K	+$363	2026-10-21
Versant Capital Management, Inc	UNCHANGED	45	45	0	0%	$4.0K	$4.0K	-$87	2026-10-02
Farmers & Merchants Investments Inc	INCREASED	42	28	+14	+50%	$2.5K	$3.7K	+$1.2K	2026-10-22
Parkside Financial Bank & Trust	INCREASED	38	33	+5	+15%	$3.0K	$3.3K	+$377	2026-10-27
MassMutual Private Wealth & Trust, FSB	UNCHANGED	34	34	0	0%	$3.1K	$3.0K	-$66	2026-10-05
GK Wealth Management LLC	NEW	31	—	+31	—	—	$2.7K	—	2026-10-09
Clearstead Advisors, LLC	INCREASED	31	21	+10	+48%	$1.9K	$2.7K	+$840	2026-11-06
UMB Private Wealth Management, LLC	NEW	24	—	+24	—	—	$2.1K	—	2026-10-19
Creative Capital Management Investments LLC	INCREASED	18	10	+8	+80%	$900	$1.6K	+$685	2026-10-28
True Wealth Design, LLC	NEW	15	—	+15	—	—	$1.3K	—	2026-10-13
Bell Investment Advisors, Inc	UNCHANGED	15	15	0	0%	$1.4K	$1.3K	-$29	2026-10-29
Archer Investment Corp	UNCHANGED	12	12	0	0%	$1.1K	$1.1K	-$24	2026-11-05
Valley National Advisers Inc	NEW	8	—	+8	—	—	$705	—	2026-10-23
Simplex Trading, LLC	DECREASED	8	103	-95	-92%	$9.3K	$704	-$8.6K	2026-11-04
Essential Partners LLC	UNCHANGED	8	8	0	0%	$720	$704	-$16	2026-10-14
Bay Harbor Wealth Management, LLC	INCREASED	6	5	+1	+20%	$450	$528	+$78	2026-11-03
DiNuzzo Private Wealth, Inc.	UNCHANGED	6	6	0	0%	$540	$529	-$11	2026-10-16
Caitong International Asset Management Co., Ltd	DECREASED	5	32	-27	-84%	$2.9K	$440	-$2.4K	2026-10-29
Davis Capital Management	INCREASED	5	2	+3	+150%	$180	$440	+$260	2026-10-08
Gilpin Wealth Management, LLC	INCREASED	5	4	+1	+25%	$360	$441	+$81	2026-10-09
Financial Consulate, Inc	NEW	4	—	+4	—	—	$353	—	2026-10-23
Signature Equity Partners, LLC	DECREASED	4	105	-101	-96%	$9.4K	$352	-$9.1K	2026-10-29
Hughes Financial Services, LLC	UNCHANGED	3	3	0	0%	$270	$271	+$1	2026-10-30
DecisionPoint Financial, LLC	INCREASED	2	1	+1	+100%	$90	$177	+$87	2026-10-27
Provenance Wealth Advisors, LLC	NEW	1	—	+1	—	—	$88	—	2026-10-30
Inspire Investing, LLC	DECREASED	1	28,393	-28,392	-100%	$2.6M	$127	-$2.6M	2026-10-22
Jefferies Financial Group Inc.	CLOSED	0	10,082	-10,082	-100%	$907.2K	$0	-$907.2K	2026-11-05
Allspring Global Investments Holdings, LLC	CLOSED	0	7,819	-7,819	-100%	$701.1K	$0	-$701.1K	2026-11-04
Amundi	CLOSED	0	5,840	-5,840	-100%	$525.5K	$0	-$525.5K	2026-11-06
Tactive Advisors, LLC	CLOSED	0	4,050	-4,050	-100%	$364.4K	$0	-$364.4K	2026-10-08
First Citizens Bank & Trust Co	CLOSED	0	3,543	-3,543	-100%	$318.8K	$0	-$318.8K	2026-10-14
GW Henssler & Associates LTD	CLOSED	0	2,879	-2,879	-100%	$259.1K	$0	-$259.1K	2026-10-26
Convergence Financial, LLC	CLOSED	0	2,828	-2,828	-100%	$254.5K	$0	-$254.5K	2026-10-27
Merit Financial Group, LLC	CLOSED	0	2,373	-2,373	-100%	$213.5K	$0	-$213.5K	2026-11-06
DekaBank Deutsche Girozentrale	CLOSED	0	1,526	-1,526	-100%	$130	$0	-$130	2026-10-27
International Assets Investment Management, LLC	CLOSED	0	1,021	-1,021	-100%	$91.6K	$0	-$91.6K	2026-11-02
AdvisorNet Financial, Inc	CLOSED	0	650	-650	-100%	$58.5K	$0	-$58.5K	2026-10-15
Bayforest Capital Ltd	CLOSED	0	550	-550	-100%	$49.5K	$0	-$49.5K	2026-11-03
Vermillion Wealth Management, Inc.	CLOSED	0	302	-302	-100%	$27.2K	$0	-$27.2K	2026-10-26
SBI Securities Co., Ltd.	CLOSED	0	25	-25	-100%	$2.3K	$0	-$2.3K	2026-10-22
Spectrum Wealth Advisory Group, LLC	CLOSED	0	11	-11	-100%	$990	$0	-$990	2026-10-29
Fulcrum Asset Management LLP	CLOSED	0	6	-6	-100%	$533	$0	-$533	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	5	-5	-100%	$0	$0	$0	2026-11-06
Creative Financial Designs Inc	CLOSED	0	3	-3	-100%	$270	$0	-$270	2026-11-04
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	6,557,596	-6,557,596	-100%	$590.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,996,322	-2,996,322	-100%	$269.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,891,243	-1,891,243	-100%	$170.2M	—	—	—
State Street Corp	N/A	—	1,645,782	-1,645,782	-100%	$148.1M	—	—	—
Morgan Stanley	N/A	—	885,376	-885,376	-100%	$79.7M	—	—	—
Two Sigma Investments, LP	N/A	—	725,769	-725,769	-100%	$65.3M	—	—	—
First Trust Advisors LP	N/A	—	637,043	-637,043	-100%	$57.3M	—	—	—
Caisse de Depot ET Placement DU Quebec	N/A	—	539,873	-539,873	-100%	$48.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	519,756	-519,756	-100%	$46.8M	—	—	—
Gabelli Funds LLC	N/A	—	462,200	-462,200	-100%	$41.6M	—	—	—
Northern Trust Corp	N/A	—	453,446	-453,446	-100%	$40.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	447,021	-447,021	-100%	$40.2M	—	—	—
JPMorgan Chase & Co	N/A	—	315,978	-315,978	-100%	$28.3M	—	—	—
Bank of America Corp	N/A	—	312,589	-312,589	-100%	$28.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	278,778	-278,778	-100%	$25.1M	—	—	—
Victory Capital Management Inc	N/A	—	276,060	-276,060	-100%	$24.8M	—	—	—
Nuveen, LLC	N/A	—	268,456	-268,456	-100%	$24.2M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	264,798	-264,798	-100%	$23.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	260,050	-260,050	-100%	$23.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	249,295	-249,295	-100%	$22.4M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	210,546	-210,546	-100%	$18.9M	—	—	—
Invesco Ltd.	N/A	—	199,684	-199,684	-100%	$18.0M	—	—	—
Public Sector Pension Investment Board	N/A	—	195,071	-195,071	-100%	$17.6M	—	—	—
Royal Bank of Canada	N/A	—	185,376	-185,376	-100%	$16.7M	—	—	—
Federated Hermes, Inc.	N/A	—	174,664	-174,664	-100%	$15.7M	—	—	—
UBS Group AG	N/A	—	135,671	-135,671	-100%	$12.2M	—	—	—
Rhumbline Advisers	N/A	—	104,092	-104,092	-100%	$9.4M	—	—	—
Whittier Trust Co	N/A	—	98,904	-98,904	-100%	$8.9M	—	—	—
Ameriprise Financial Inc	N/A	—	97,439	-97,439	-100%	$8.8M	—	—	—
Franklin Resources Inc	N/A	—	90,522	-90,522	-100%	$8.1M	—	—	—
American Century Companies Inc	N/A	—	86,785	-86,785	-100%	$7.8M	—	—	—
Legal & General Group Plc	N/A	—	85,285	-85,285	-100%	$7.7M	—	—	—
Denali Advisors LLC	N/A	—	85,102	-85,102	-100%	$7.7M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	83,053	-83,053	-100%	$7.5M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	78,855	-78,855	-100%	$7.1M	—	—	—
Swiss National Bank	N/A	—	75,800	-75,800	-100%	$6.8M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	75,539	-75,539	-100%	$6.8M	—	—	—
Phocas Financial Corp.	N/A	—	72,681	-72,681	-100%	$6.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	72,311	-72,311	-100%	$6.5M	—	—	—
Millennium Management LLC	N/A	—	71,147	-71,147	-100%	$6.4M	—	—	—
New York State Common Retirement Fund	N/A	—	70,882	-70,882	-100%	$6.4M	—	—	—
Prudential Financial Inc	N/A	—	68,569	-68,569	-100%	$6.2M	—	—	—
Wells Fargo & Company	N/A	—	67,333	-67,333	-100%	$6.1M	—	—	—
Raymond James Financial Inc	N/A	—	59,697	-59,697	-100%	$5.4M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	57,071	-57,071	-100%	$5.1M	—	—	—
Squarepoint Ops LLC	N/A	—	55,880	-55,880	-100%	$5.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	54,910	-54,910	-100%	$4.9M	—	—	—
Tudor Investment Corp ET AL	N/A	—	52,639	-52,639	-100%	$4.7M	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	49,054	-49,054	-100%	$4.5M	—	—	—
UBS Asset Management Americas LLC	N/A	—	46,061	-46,061	-100%	$4.1M	—	—	—
Alliancebernstein L.P.	N/A	—	44,983	-44,983	-100%	$3.9M	—	—	—
Martingale Asset Management L P	N/A	—	43,830	-43,830	-100%	$3.9M	—	—	—
California State Teachers Retirement System	N/A	—	43,201	-43,201	-100%	$3.9M	—	—	—
Benjamin Edwards Inc	N/A	—	40,275	-40,275	-100%	$3.6M	—	—	—
Citadel Advisors LLC	N/A	—	36,053	-36,053	-100%	$3.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	35,292	-35,292	-100%	$3.2M	—	—	—
Canada Life Assurance Co	N/A	—	33,415	-33,415	-100%	$3.0M	—	—	—
First Manhattan Co. Llc.	N/A	—	33,349	-33,349	-100%	$3.0M	—	—	—
Royce & Associates LP	N/A	—	31,715	-31,715	-100%	$2.9M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	31,490	-31,490	-100%	$2.8M	—	—	—
Nomura Asset Management International Inc.	N/A	—	31,200	-31,200	-100%	$2.8M	—	—	—
XTX Topco Ltd	N/A	—	29,860	-29,860	-100%	$2.7M	—	—	—
AQR Capital Management LLC	N/A	—	29,182	-29,182	-100%	$2.6M	—	—	—
Cetera Investment Advisers	N/A	—	28,242	-28,242	-100%	$2.5M	—	—	—
PDT Partners, LLC	N/A	—	27,000	-27,000	-100%	$2.4M	—	—	—
Mariner, LLC	N/A	—	26,469	-26,469	-100%	$2.4M	—	—	—
Renaissance Technologies LLC	N/A	—	23,310	-23,310	-100%	$2.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	23,141	-23,141	-100%	$2.1M	—	—	—
Voloridge Investment Management, LLC	N/A	—	23,067	-23,067	-100%	$2.1M	—	—	—
MetLife Investment Management, LLC	N/A	—	22,779	-22,779	-100%	$2.0M	—	—	—
OneAscent Financial Services LLC	N/A	—	22,625	-22,625	-100%	$2.0M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	22,029	-22,029	-100%	$2.0M	—	—	—
Winton Group Ltd	N/A	—	19,946	-19,946	-100%	$1.8M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	19,692	-19,692	-100%	$1.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	19,564	-19,564	-100%	$1.8M	—	—	—
Quantinno Capital Management LP	N/A	—	18,604	-18,604	-100%	$1.7M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	18,010	-18,010	-100%	$1.6M	—	—	—
Jupiter Topco LLC	N/A	—	17,899	-17,899	-100%	$1.6M	—	—	—
Engineers Gate Manager LP	N/A	—	17,622	-17,622	-100%	$1.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	17,147	-17,147	-100%	$1.5M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	16,814	-16,814	-100%	$1.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	16,179	-16,179	-100%	$1.5M	—	—	—
Holocene Advisors, LP	N/A	—	15,635	-15,635	-100%	$1.4M	—	—	—
Jump Financial, LLC	N/A	—	15,400	-15,400	-100%	$1.4M	—	—	—
Natixis Advisors, LLC	N/A	—	15,032	-15,032	-100%	$1.4M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	15,010	-15,010	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	14,489	-14,489	-100%	$1.3M	—	—	—
Man Group plc	N/A	—	14,471	-14,471	-100%	$1.3M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	13,612	-13,612	-100%	$1.2M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	13,273	-13,273	-100%	$1.2M	—	—	—
HighTower Advisors, LLC	N/A	—	12,186	-12,186	-100%	$1.1M	—	—	—
Focus Partners Wealth	N/A	—	12,147	-12,147	-100%	$1.1M	—	—	—
Capital Fund Management S.A.	N/A	—	12,038	-12,038	-100%	$1.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	11,866	-11,866	-100%	$1.1M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	11,536	-11,536	-100%	$1.0M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	10,544	-10,544	-100%	$949.0K	—	—	—
Atom Investors LP	N/A	—	10,370	-10,370	-100%	$933.1K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	10,201	-10,201	-100%	$917.9K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	10,139	-10,139	-100%	$912.3K	—	—	—
Voya Investment Management LLC	N/A	—	9,877	-9,877	-100%	$888.7K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	9,490	-9,490	-100%	$853.9K	—	—	—
Bank of Montreal	N/A	—	8,835	-8,835	-100%	$795.0K	—	—	—
MML Investors Services, LLC	N/A	—	8,800	-8,800	-100%	$791.8K	—	—	—
SEI Investments Co	N/A	—	8,618	-8,618	-100%	$775.5K	—	—	—
Bridgewater Associates, LP	N/A	—	8,549	-8,549	-100%	$769.2K	—	—	—
FMR LLC	N/A	—	8,298	-8,298	-100%	$746.7K	—	—	—
Intech Investment Management LLC	N/A	—	8,249	-8,249	-100%	$742.2K	—	—	—
NorthRock Partners, LLC	N/A	—	8,215	-8,215	-100%	$739.2K	—	—	—
Empowered Funds, LLC	N/A	—	8,170	-8,170	-100%	$735.1K	—	—	—
Alerus Financial NA	N/A	—	8,028	-8,028	-100%	$722.4K	—	—	—
Curi Capital, LLC	N/A	—	7,947	-7,947	-100%	$715.1K	—	—	—
Bluespring Wealth Management, LLC	N/A	—	7,923	-7,923	-100%	$712.9K	—	—	—
Private Advisor Group, LLC	N/A	—	7,748	-7,748	-100%	$697.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,505	-7,505	-100%	$675.3K	—	—	—
Foster & Motley Inc	N/A	—	7,223	-7,223	-100%	$650.0K	—	—	—
Exit Wealth Advisors, Llc.	N/A	—	7,178	-7,178	-100%	$645.9K	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	6,924	-6,924	-100%	$623.0K	—	—	—
Johnson Wealth Management, LLC	N/A	—	6,717	-6,717	-100%	$604.4K	—	—	—
Quadrature Capital Ltd	N/A	—	6,332	-6,332	-100%	$569.8K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	6,215	-6,215	-100%	$559.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	6,107	-6,107	-100%	$550.0K	—	—	—
Coldstream Capital Management Inc	N/A	—	5,982	-5,982	-100%	$538.3K	—	—	—
Guggenheim Capital LLC	N/A	—	5,858	-5,858	-100%	$527.1K	—	—	—
Inspire Advisors, LLC	N/A	—	5,386	-5,386	-100%	$484.6K	—	—	—
Vident Advisory, LLC	N/A	—	5,243	-5,243	-100%	$471.8K	—	—	—
SG Americas Securities, LLC	N/A	—	5,211	-5,211	-100%	$469.0K	—	—	—
Modern Wealth Management, LLC	N/A	—	5,174	-5,174	-100%	$465.6K	—	—	—
State of Wisconsin Investment Board	N/A	—	5,059	-5,059	-100%	$455.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,043	-5,043	-100%	$453.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,928	-4,928	-100%	$443.4K	—	—	—
Bravera Wealth	N/A	—	4,873	-4,873	-100%	$438.5K	—	—	—
Evolve Private Wealth, LLC	N/A	—	4,789	-4,789	-100%	$430.9K	—	—	—
Virtus Advisers, LLC	N/A	—	4,753	-4,753	-100%	$427.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	4,608	-4,608	-100%	$415.0K	—	—	—
Legacy Capital Group California, Inc.	N/A	—	4,560	-4,560	-100%	$410.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,539	-4,539	-100%	$408.5K	—	—	—
Harbour Investments, Inc.	N/A	—	4,395	-4,395	-100%	$395.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,193	-4,193	-100%	$377.3K	—	—	—
Mirabella Financial Services LLP	N/A	—	4,088	-4,088	-100%	$367.8K	—	—	—
Gotham Asset Management, LLC	N/A	—	4,007	-4,007	-100%	$360.6K	—	—	—
Captrust Financial Advisors	N/A	—	3,967	-3,967	-100%	$357.0K	—	—	—
Tidal Investments LLC	N/A	—	3,676	-3,676	-100%	$330.8K	—	—	—
Voleon Capital Management LP	N/A	—	3,584	-3,584	-100%	$322.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,550	-3,550	-100%	$319.4K	—	—	—
BFC Planning, Inc.	N/A	—	3,493	-3,493	-100%	$314.3K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	3,398	-3,398	-100%	$305.8K	—	—	—
Van Diest Capital, LLC	N/A	—	3,374	-3,374	-100%	$303.6K	—	—	—
GSA Capital Partners LLP	N/A	—	3,244	-3,244	-100%	$292.0K	—	—	—
&partners	N/A	—	3,160	-3,160	-100%	$284.3K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	3,056	-3,056	-100%	$275.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	3,049	-3,049	-100%	$274.3K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	2,841	-2,841	-100%	$255.6K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	2,838	-2,838	-100%	$255.4K	—	—	—
Inceptionr LLC	N/A	—	2,798	-2,798	-100%	$251.8K	—	—	—
Neuberger Berman Group LLC	N/A	—	2,668	-2,668	-100%	$240.1K	—	—	—
Stifel Financial Corp	N/A	—	2,652	-2,652	-100%	$238.6K	—	—	—
Independent Advisor Alliance	N/A	—	2,623	-2,623	-100%	$236.0K	—	—	—
denkapparat Operations GmbH	N/A	—	2,586	-2,586	-100%	$232.7K	—	—	—
AE Wealth Management LLC	N/A	—	2,519	-2,519	-100%	$226.7K	—	—	—
Baird Financial Group, Inc.	N/A	—	2,490	-2,490	-100%	$224.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	2,399	-2,399	-100%	$215.9K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,060	-2,060	-100%	$185.4K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	2,060	-2,060	-100%	$185.4K	—	—	—
Quantbot Technologies LP	N/A	—	1,546	-1,546	-100%	$139.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,216	-1,216	-100%	$109.4K	—	—	—
HM Payson & Co	N/A	—	1,172	-1,172	-100%	$105.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,119	-1,119	-100%	$100.7K	—	—	—
Crews Bank & Trust	N/A	—	1,092	-1,092	-100%	$98.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,091	-1,091	-100%	$98.2K	—	—	—
Johnson Financial Group, Inc.	N/A	—	1,000	-1,000	-100%	$90.0K	—	—	—
USA Financial Formulas	N/A	—	870	-870	-100%	$78.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	811	-811	-100%	$73.0K	—	—	—
Arax Advisory Partners	N/A	—	768	-768	-100%	$69.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	742	-742	-100%	$66.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	717	-717	-100%	$65.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	699	-699	-100%	$62.9K	—	—	—
Continuum Advisory, LLC	N/A	—	574	-574	-100%	$51.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	563	-563	-100%	$50.7K	—	—	—
C M Bidwell & Associates LTD	N/A	—	561	-561	-100%	$50.5K	—	—	—
SHP Wealth Management	N/A	—	500	-500	-100%	$45.0K	—	—	—
HighMark Wealth Management LLC	N/A	—	340	-340	-100%	$30.6K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	307	-307	-100%	$27.6K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	300	-300	-100%	$27.0K	—	—	—
Bessemer Group Inc	N/A	—	300	-300	-100%	$27	—	—	—
N.E.W. Advisory Services LLC	N/A	—	200	-200	-100%	$18.0K	—	—	—
Optiver Holding B.V.	N/A	—	194	-194	-100%	$17.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	124	-124	-100%	$11.0K	—	—	—
Broadwater Capital Management LLC	N/A	—	95	-95	-100%	$8.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	94	-94	-100%	$8.5K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	90	-90	-100%	$8	—	—	—
Rothschild Investment LLC	N/A	—	68	-68	-100%	$6.1K	—	—	—
Brown Brothers Harriman & Co	N/A	—	62	-62	-100%	$5.6K	—	—	—
WealthCollab, LLC	N/A	—	58	-58	-100%	$5.2K	—	—	—
CVA Family Office, LLC	N/A	—	55	-55	-100%	$4.9K	—	—	—
Colonial Trust Co / SC	N/A	—	53	-53	-100%	$4.7K	—	—	—
Ancora Advisors LLCA	N/A	—	38	-38	-100%	$3.4K	—	—	—
JPL Wealth Management, LLC	N/A	—	27	-27	-100%	$2.4K	—	—	—
Quarry LP	N/A	—	23	-23	-100%	$2.1K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	12	-12	-100%	$1.0K	—	—	—
Rialto Wealth Management, LLC	N/A	—	11	-11	-100%	$990	—	—	—
Caitlin John, LLC	N/A	—	11	-11	-100%	$990	—	—	—
Fiduciary Financial Advisors	N/A	—	10	-10	-100%	$900	—	—	—
HFM Investment Advisors, LLC	N/A	—	7	-7	-100%	$630	—	—	—
Ankerstar Wealth, LLC	N/A	—	4	-4	-100%	$360	—	—	—
LRI Investments, LLC	N/A	—	2	-2	-100%	$180	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$90	—	—	—

Showing 388 of 388 institutions