Oxford Industries Inc (OXM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

DECREASED

Shares547,685 from 638,029

Change-90,344 (-14%)

Value$13.4M (-$8.9M)

Filed 2026-11-04

Pinnacle Associates LTD

DECREASED

Shares144,077 from 189,714

Change-45,637 (-24%)

Value$3.5M (-$3.1M)

Filed 2026-10-20

Dupree Financial Group, LLC

INCREASED

Shares139,719 from 135,427

Change+4,292 (+3%)

Value$3.4M (-$1.3M)

Filed 2026-10-09

Truist Financial Corp

DECREASED

Shares138,349 from 138,643

Change-294 (0%)

Value$3.4M (-$1.5M)

Filed 2026-10-30

Creative Planning

INCREASED

Shares59,372 from 30,969

Change+28,403 (+92%)

Value$1.5M (+$371.2K)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares56,213 from 58,725

Change-2,512 (-4%)

Value$1.4M (-$673.9K)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares39,535 from 17,819

Change+21,716 (+122%)

Value$966.2K (+$344.9K)

Filed 2026-10-16

Barclays PLC

INCREASED

Shares27,911 from 1,900

Change+26,011 (+1369%)

Value$682.1K (+$615.9K)

Filed 2026-11-06

Cassaday & Co Wealth Management LLC

INCREASED

Shares25,810 from 20,095

Change+5,715 (+28%)

Value$630.8K (-$69.9K)

Filed 2026-10-27

Penn Capital Management Company, LLC

INCREASED

Shares25,379 from 10,053

Change+15,326 (+152%)

Value$620.3K (+$269.7K)

Filed 2026-11-04

Unison Advisors LLC

INCREASED

Shares19,005 from 18,656

Change+349 (+2%)

Value$464.5K (-$186.1K)

Filed 2026-10-29

Wedge Capital Management L L P

DECREASED

Shares16,775 from 16,873

Change-98 (-1%)

Value$410.0K (-$178.4K)

Filed 2026-10-13

Simplex Trading, LLC

INCREASED

Shares15,547 from 1,302

Change+14,245 (+1094%)

Value$380.0K (+$334.6K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

DECREASED

Shares14,920 from 30,212

Change-15,292 (-51%)

Value$364.6K (-$688.8K)

Filed 2026-10-20

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares13,233 from 11,693

Change+1,540 (+13%)

Value$323.4K (-$84.3K)

Filed 2026-11-03

Natixis

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$317.7K (-$135.6K)

Filed 2026-11-06

Exchange Traded Concepts, LLC

INCREASED

Shares9,639 from 7,368

Change+2,271 (+31%)

Value$235.6K (-$21.3K)

Filed 2026-10-28

Gables Capital Management Inc.

DECREASED

Shares4,887 from 5,187

Change-300 (-6%)

Value$119.4K (-$61.4K)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares3,635 from 3,813

Change-178 (-5%)

Value$88.8K (-$44.1K)

Filed 2026-11-05

State of Alaska, Department of Revenue

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$73 (-$103.9K)

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares1,975 from 8,368

Change-6,393 (-76%)

Value$48.3K (-$243.5K)

Filed 2026-11-04

Signaturefd, LLC

INCREASED

Shares1,957 from 1,470

Change+487 (+33%)

Value$47.8K (-$3.4K)

Filed 2026-10-23

Versant Capital Management, Inc

INCREASED

Shares705 from 269

Change+436 (+162%)

Value$17.2K (+$7.9K)

Filed 2026-10-02

PNC Financial Services Group, Inc.

DECREASED

Shares650 from 2,248

Change-1,598 (-71%)

Value$15.9K (-$62.5K)

Filed 2026-11-06

Sterling Capital Management LLC

INCREASED

Shares314 from 244

Change+70 (+29%)

Value$7.7K (-$834)

Filed 2026-10-22

Inspire Investing, LLC

DECREASED

Shares306 from 19,899

Change-19,593 (-98%)

Value$7.5K (-$686.4K)

Filed 2026-10-22

SBI Securities Co., Ltd.

INCREASED

Shares302 from 101

Change+201 (+199%)

Value$7.4K (+$3.9K)

Filed 2026-10-22

Harbor Capital Advisors, Inc.

INCREASED

Shares259 from 180

Change+79 (+44%)

Value$6 ($0)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares253 from 15

Change+238 (+1587%)

Value$6.2K (+$5.7K)

Filed 2026-10-26

Gamma Investing LLC

DECREASED

Shares244 from 1,651

Change-1,407 (-85%)

Value$6.0K (-$51.6K)

Filed 2026-10-08

Covestor Ltd

DECREASED

Shares235 from 262

Change-27 (-10%)

Value$6 (-$3)

Filed 2026-10-30

Avion Wealth

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$3 (-$2)

Filed 2026-11-04

US Bancorp \de\

INCREASED

Shares134 from 114

Change+20 (+18%)

Value$3.3K (-$700)

Filed 2026-11-05

Salomon & Ludwin, LLC

DECREASED

Shares129 from 158

Change-29 (-18%)

Value$3.2K (-$2.5K)

Filed 2026-10-29

Farther Finance Advisors, LLC

DECREASED

Shares120 from 267

Change-147 (-55%)

Value$2.9K (-$6.4K)

Filed 2026-10-08

Financial Consulate, Inc

NEW

Shares89

Change+89

Value$2.2K

Filed 2026-10-23

EverSource Wealth Advisors, LLC

DECREASED

Shares89 from 345

Change-256 (-74%)

Value$2.2K (-$9.9K)

Filed 2026-11-04

True Wealth Design, LLC

INCREASED

Shares51 from 6

Change+45 (+750%)

Value$1.2K (+$1.0K)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares48

Change+48

Value$1.2K

Filed 2026-10-21

Parallel Advisors, LLC

DECREASED

Shares42 from 770

Change-728 (-95%)

Value$1.0K (-$25.8K)

Filed 2026-11-03

IFP Advisors, Inc

INCREASED

Shares39 from 36

Change+3 (+8%)

Value$953 (-$302)

Filed 2026-10-16

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$953 (-$407)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$831 (-$355)

Filed 2026-10-27

Physician Wealth Advisors, Inc.

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$269 (-$115)

Filed 2026-10-20

WPG Advisers, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$269 (-$115)

Filed 2026-10-27

St. Johns Investment Management Company, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$143 (-$57)

Filed 2026-10-30

Provenance Wealth Advisors, LLC

NEW

Shares5

Change+5

Value$122

Filed 2026-10-30

Silver Grove Financial Group, Inc.

NEW

Shares4

Change+4

Value$98

Filed 2026-11-05

Carolina Wealth Advisors, LLC

NEW

Shares2

Change+2

Value$49

Filed 2026-10-23

Gilpin Wealth Management, LLC

DECREASED

Shares1 from 5

Change-4 (-80%)

Value$25 (-$150)

Filed 2026-10-09

Deprince Race & Zollo Inc

CLOSED

Shares0 from 91,574

Change-91,574 (-100%)

Value$0 (-$3.2M)

Filed 2026-10-13

SummerHaven Investment Management, LLC

CLOSED

Shares0 from 14,381

Change-14,381 (-100%)

Value$0 (-$501.5K)

Filed 2026-10-19

Pinnacle Wealth Management Advisory Group, LLC

CLOSED

Shares0 from 7,531

Change-7,531 (-100%)

Value$0 (-$262.6K)

Filed 2026-10-23

First Citizens Bank & Trust Co

CLOSED

Shares0 from 6,674

Change-6,674 (-100%)

Value$0 (-$232.7K)

Filed 2026-10-14

Clearstead Advisors, LLC

CLOSED

Shares0 from 2,094

Change-2,094 (-100%)

Value$0 (-$73.0K)

Filed 2026-11-06

Assetmark, Inc

CLOSED

Shares0 from 445

Change-445 (-100%)

Value$0 (-$15.5K)

Filed 2026-10-21

Summit Securities Group LLC

CLOSED

Shares0 from 88

Change-88 (-100%)

Value$0 (-$3.1K)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 76

Change-76 (-100%)

Value$0 (-$2.7K)

Filed 2026-10-05

AdvisorNet Financial, Inc

CLOSED

Shares0 from 53

Change-53 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-15

Essential Partners LLC

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-14

Cedar Mountain Advisors, LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$453)

Filed 2026-10-15

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$384)

Filed 2026-10-07

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$209)

Filed 2026-11-04

Davis Capital Management

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$35)

Filed 2026-10-08

FMR LLC

N/A

Shares— from 1,498,971

Change-1,498,971 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,178,604

Change-1,178,604 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 736,899

Change-736,899 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 709,138

Change-709,138 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 627,441

Change-627,441 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 612,495

Change-612,495 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 457,172

Change-457,172 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 419,417

Change-419,417 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 412,539

Change-412,539 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 372,842

Change-372,842 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 365,685

Change-365,685 (-100%)

Value—

State Street Corp

N/A

Shares— from 348,777

Change-348,777 (-100%)

Value—

RBO & Co LLC

N/A

Shares— from 337,715

Change-337,715 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 336,767

Change-336,767 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 335,280

Change-335,280 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 329,615

Change-329,615 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 321,386

Change-321,386 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 271,505

Change-271,505 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 244,230

Change-244,230 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 237,320

Change-237,320 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 226,739

Change-226,739 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 226,332

Change-226,332 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 190,546

Change-190,546 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 169,842

Change-169,842 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 163,467

Change-163,467 (-100%)

Value—

Divisar Capital Management LLC

N/A

Shares— from 154,388

Change-154,388 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 143,240

Change-143,240 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 128,312

Change-128,312 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 124,693

Change-124,693 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 122,447

Change-122,447 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 121,071

Change-121,071 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 108,195

Change-108,195 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 100,555

Change-100,555 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 97,904

Change-97,904 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 96,505

Change-96,505 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 94,910

Change-94,910 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 92,086

Change-92,086 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 88,655

Change-88,655 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 87,195

Change-87,195 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 83,056

Change-83,056 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 80,045

Change-80,045 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 72,916

Change-72,916 (-100%)

Value—

UBS Group AG

N/A

Shares— from 69,137

Change-69,137 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 69,035

Change-69,035 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 68,569

Change-68,569 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 66,645

Change-66,645 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 57,775

Change-57,775 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 55,920

Change-55,920 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 55,787

Change-55,787 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 52,300

Change-52,300 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 50,219

Change-50,219 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 47,913

Change-47,913 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 31,037

Change-31,037 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 29,074

Change-29,074 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 28,300

Change-28,300 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 26,294

Change-26,294 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 24,375

Change-24,375 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 24,369

Change-24,369 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 23,949

Change-23,949 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 21,081

Change-21,081 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 20,090

Change-20,090 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 18,972

Change-18,972 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 18,592

Change-18,592 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 17,351

Change-17,351 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 16,581

Change-16,581 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 16,476

Change-16,476 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,969

Change-15,969 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 15,601

Change-15,601 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 15,139

Change-15,139 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 15,008

Change-15,008 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 12,648

Change-12,648 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 12,180

Change-12,180 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 11,872

Change-11,872 (-100%)

Value—

Allstate Corp

N/A

Shares— from 10,769

Change-10,769 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 10,709

Change-10,709 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 10,324

Change-10,324 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 10,117

Change-10,117 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 9,953

Change-9,953 (-100%)

Value—

1492 Capital Management LLC

N/A

Shares— from 9,413

Change-9,413 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 8,700

Change-8,700 (-100%)

Value—

&partners

N/A

Shares— from 8,484

Change-8,484 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 7,720

Change-7,720 (-100%)

Value—

Catalyst Funds Management Pty Ltd

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 7,002

Change-7,002 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 6,996

Change-6,996 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 6,921

Change-6,921 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 6,631

Change-6,631 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 6,546

Change-6,546 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 6,404

Change-6,404 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 6,190

Change-6,190 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,993

Change-5,993 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,701

Change-5,701 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,226

Change-5,226 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,728

Change-4,728 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 4,703

Change-4,703 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 4,343

Change-4,343 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 4,291

Change-4,291 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,005

Change-4,005 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 3,542

Change-3,542 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 3,372

Change-3,372 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 2,942

Change-2,942 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 2,317

Change-2,317 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,028

Change-2,028 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 1,676

Change-1,676 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,474

Change-1,474 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,416

Change-1,416 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 1,411

Change-1,411 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,183

Change-1,183 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,181

Change-1,181 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,097

Change-1,097 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,055

Change-1,055 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 680

Change-680 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 638

Change-638 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 318

Change-318 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 240

Change-240 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 198

Change-198 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 195

Change-195 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 139

Change-139 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 138

Change-138 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 131

Change-131 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 87

Change-87 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 87

Change-87 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 62

Change-62 (-100%)

Value—

Quarry LP

N/A

Shares— from 62

Change-62 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 37

Change-37 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	547,685	638,029	-90,344	-14%	$22.2M	$13.4M	-$8.9M	2026-11-04
Pinnacle Associates LTD	DECREASED	144,077	189,714	-45,637	-24%	$6.6M	$3.5M	-$3.1M	2026-10-20
Dupree Financial Group, LLC	INCREASED	139,719	135,427	+4,292	+3%	$4.7M	$3.4M	-$1.3M	2026-10-09
Truist Financial Corp	DECREASED	138,349	138,643	-294	0%	$4.8M	$3.4M	-$1.5M	2026-10-30
Creative Planning	INCREASED	59,372	30,969	+28,403	+92%	$1.1M	$1.5M	+$371.2K	2026-11-02
Bank of New York Mellon Corp	DECREASED	56,213	58,725	-2,512	-4%	$2.0M	$1.4M	-$673.9K	2026-11-05
Y-Intercept (Hong Kong) Ltd	INCREASED	39,535	17,819	+21,716	+122%	$621.3K	$966.2K	+$344.9K	2026-10-16
Barclays PLC	INCREASED	27,911	1,900	+26,011	+1369%	$66.3K	$682.1K	+$615.9K	2026-11-06
Cassaday & Co Wealth Management LLC	INCREASED	25,810	20,095	+5,715	+28%	$700.7K	$630.8K	-$69.9K	2026-10-27
Penn Capital Management Company, LLC	INCREASED	25,379	10,053	+15,326	+152%	$350.5K	$620.3K	+$269.7K	2026-11-04
Unison Advisors LLC	INCREASED	19,005	18,656	+349	+2%	$650.5K	$464.5K	-$186.1K	2026-10-29
Wedge Capital Management L L P	DECREASED	16,775	16,873	-98	-1%	$588.4K	$410.0K	-$178.4K	2026-10-13
Simplex Trading, LLC	INCREASED	15,547	1,302	+14,245	+1094%	$45.4K	$380.0K	+$334.6K	2026-11-04
Nisa Investment Advisors, LLC	DECREASED	14,920	30,212	-15,292	-51%	$1.1M	$364.6K	-$688.8K	2026-10-20
Mirae Asset Global Investments Co., Ltd.	INCREASED	13,233	11,693	+1,540	+13%	$407.7K	$323.4K	-$84.3K	2026-11-03
Natixis	UNCHANGED	13,000	13,000	0	0%	$453.3K	$317.7K	-$135.6K	2026-11-06
Exchange Traded Concepts, LLC	INCREASED	9,639	7,368	+2,271	+31%	$256.9K	$235.6K	-$21.3K	2026-10-28
Gables Capital Management Inc.	DECREASED	4,887	5,187	-300	-6%	$180.9K	$119.4K	-$61.4K	2026-11-04
Fifth Third Bancorp	DECREASED	3,635	3,813	-178	-5%	$132.9K	$88.8K	-$44.1K	2026-11-05
State of Alaska, Department of Revenue	UNCHANGED	3,000	3,000	0	0%	$104.0K	$73	-$103.9K	2026-10-15
Citigroup Inc	DECREASED	1,975	8,368	-6,393	-76%	$291.8K	$48.3K	-$243.5K	2026-11-04
Signaturefd, LLC	INCREASED	1,957	1,470	+487	+33%	$51.3K	$47.8K	-$3.4K	2026-10-23
Versant Capital Management, Inc	INCREASED	705	269	+436	+162%	$9.4K	$17.2K	+$7.9K	2026-10-02
PNC Financial Services Group, Inc.	DECREASED	650	2,248	-1,598	-71%	$78.4K	$15.9K	-$62.5K	2026-11-06
Sterling Capital Management LLC	INCREASED	314	244	+70	+29%	$8.5K	$7.7K	-$834	2026-10-22
Inspire Investing, LLC	DECREASED	306	19,899	-19,593	-98%	$693.9K	$7.5K	-$686.4K	2026-10-22
SBI Securities Co., Ltd.	INCREASED	302	101	+201	+199%	$3.5K	$7.4K	+$3.9K	2026-10-22
Harbor Capital Advisors, Inc.	INCREASED	259	180	+79	+44%	$6	$6	$0	2026-10-22
SJS Investment Consulting Inc.	INCREASED	253	15	+238	+1587%	$524	$6.2K	+$5.7K	2026-10-26
Gamma Investing LLC	DECREASED	244	1,651	-1,407	-85%	$57.6K	$6.0K	-$51.6K	2026-10-08
Covestor Ltd	DECREASED	235	262	-27	-10%	$9	$6	-$3	2026-10-30
Avion Wealth	UNCHANGED	150	150	0	0%	$5	$3	-$2	2026-11-04
US Bancorp \de\	INCREASED	134	114	+20	+18%	$4.0K	$3.3K	-$700	2026-11-05
Salomon & Ludwin, LLC	DECREASED	129	158	-29	-18%	$5.7K	$3.2K	-$2.5K	2026-10-29
Farther Finance Advisors, LLC	DECREASED	120	267	-147	-55%	$9.3K	$2.9K	-$6.4K	2026-10-08
Financial Consulate, Inc	NEW	89	—	+89	—	—	$2.2K	—	2026-10-23
EverSource Wealth Advisors, LLC	DECREASED	89	345	-256	-74%	$12.0K	$2.2K	-$9.9K	2026-11-04
True Wealth Design, LLC	INCREASED	51	6	+45	+750%	$210	$1.2K	+$1.0K	2026-10-13
Root Financial Partners, LLC	NEW	48	—	+48	—	—	$1.2K	—	2026-10-21
Parallel Advisors, LLC	DECREASED	42	770	-728	-95%	$26.9K	$1.0K	-$25.8K	2026-11-03
IFP Advisors, Inc	INCREASED	39	36	+3	+8%	$1.3K	$953	-$302	2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	39	39	0	0%	$1.4K	$953	-$407	2026-11-05
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	34	34	0	0%	$1.2K	$831	-$355	2026-10-27
Physician Wealth Advisors, Inc.	UNCHANGED	11	11	0	0%	$384	$269	-$115	2026-10-20
WPG Advisers, LLC	UNCHANGED	11	11	0	0%	$384	$269	-$115	2026-10-27
St. Johns Investment Management Company, LLC	UNCHANGED	6	6	0	0%	$200	$143	-$57	2026-10-30
Provenance Wealth Advisors, LLC	NEW	5	—	+5	—	—	$122	—	2026-10-30
Silver Grove Financial Group, Inc.	NEW	4	—	+4	—	—	$98	—	2026-11-05
Carolina Wealth Advisors, LLC	NEW	2	—	+2	—	—	$49	—	2026-10-23
Gilpin Wealth Management, LLC	DECREASED	1	5	-4	-80%	$175	$25	-$150	2026-10-09
Deprince Race & Zollo Inc	CLOSED	0	91,574	-91,574	-100%	$3.2M	$0	-$3.2M	2026-10-13
SummerHaven Investment Management, LLC	CLOSED	0	14,381	-14,381	-100%	$501.5K	$0	-$501.5K	2026-10-19
Pinnacle Wealth Management Advisory Group, LLC	CLOSED	0	7,531	-7,531	-100%	$262.6K	$0	-$262.6K	2026-10-23
First Citizens Bank & Trust Co	CLOSED	0	6,674	-6,674	-100%	$232.7K	$0	-$232.7K	2026-10-14
Clearstead Advisors, LLC	CLOSED	0	2,094	-2,094	-100%	$73.0K	$0	-$73.0K	2026-11-06
Assetmark, Inc	CLOSED	0	445	-445	-100%	$15.5K	$0	-$15.5K	2026-10-21
Summit Securities Group LLC	CLOSED	0	88	-88	-100%	$3.1K	$0	-$3.1K	2026-11-05
MassMutual Private Wealth & Trust, FSB	CLOSED	0	76	-76	-100%	$2.7K	$0	-$2.7K	2026-10-05
AdvisorNet Financial, Inc	CLOSED	0	53	-53	-100%	$1.8K	$0	-$1.8K	2026-10-15
Essential Partners LLC	CLOSED	0	36	-36	-100%	$1.3K	$0	-$1.3K	2026-10-14
Cedar Mountain Advisors, LLC	CLOSED	0	13	-13	-100%	$453	$0	-$453	2026-10-15
Wealth Enhancement Trust Services, Inc.	CLOSED	0	11	-11	-100%	$384	$0	-$384	2026-10-07
Plante Moran Financial Advisors, LLC	CLOSED	0	6	-6	-100%	$209	$0	-$209	2026-11-04
Davis Capital Management	CLOSED	0	1	-1	-100%	$35	$0	-$35	2026-10-08
FMR LLC	N/A	—	1,498,971	-1,498,971	-100%	$52.3M	—	—	—
BlackRock, Inc.	N/A	—	1,178,604	-1,178,604	-100%	$41.1M	—	—	—
American Century Companies Inc	N/A	—	736,899	-736,899	-100%	$25.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	709,138	-709,138	-100%	$24.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	627,441	-627,441	-100%	$21.9M	—	—	—
Alliancebernstein L.P.	N/A	—	612,495	-612,495	-100%	$23.6M	—	—	—
Two Sigma Investments, LP	N/A	—	457,172	-457,172	-100%	$15.9M	—	—	—
Bank of America Corp	N/A	—	419,417	-419,417	-100%	$14.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	412,539	-412,539	-100%	$14.4M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	372,842	-372,842	-100%	$13.0M	—	—	—
Geode Capital Management, LLC	N/A	—	365,685	-365,685	-100%	$12.8M	—	—	—
State Street Corp	N/A	—	348,777	-348,777	-100%	$12.2M	—	—	—
RBO & Co LLC	N/A	—	337,715	-337,715	-100%	$11.8M	—	—	—
Schroder Investment Management Group	N/A	—	336,767	-336,767	-100%	$11.7M	—	—	—
Jane Street Group, LLC	N/A	—	335,280	-335,280	-100%	$11.7M	—	—	—
Allianz Asset Management GmbH	N/A	—	329,615	-329,615	-100%	$11.5M	—	—	—
Marshall Wace, LLP	N/A	—	321,386	-321,386	-100%	$11.2M	—	—	—
GW&K Investment Management, LLC	N/A	—	271,505	-271,505	-100%	$9.5M	—	—	—
Heartland Advisors Inc	N/A	—	244,230	-244,230	-100%	$8.5M	—	—	—
Morgan Stanley	N/A	—	237,320	-237,320	-100%	$8.3M	—	—	—
Earnest Partners LLC	N/A	—	226,739	-226,739	-100%	$7.9M	—	—	—
Ameriprise Financial Inc	N/A	—	226,332	-226,332	-100%	$7.9M	—	—	—
Citadel Advisors LLC	N/A	—	190,546	-190,546	-100%	$6.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	169,842	-169,842	-100%	$5.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	163,467	-163,467	-100%	$5.7M	—	—	—
Divisar Capital Management LLC	N/A	—	154,388	-154,388	-100%	$5.4M	—	—	—
Northern Trust Corp	N/A	—	143,240	-143,240	-100%	$5.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	128,312	-128,312	-100%	$4.5M	—	—	—
Trexquant Investment LP	N/A	—	124,693	-124,693	-100%	$4.3M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	122,447	-122,447	-100%	$4.3M	—	—	—
Franklin Resources Inc	N/A	—	121,071	-121,071	-100%	$4.2M	—	—	—
Millennium Management LLC	N/A	—	108,195	-108,195	-100%	$3.8M	—	—	—
AQR Capital Management LLC	N/A	—	100,555	-100,555	-100%	$3.5M	—	—	—
Russell Investments Group, Ltd.	N/A	—	97,904	-97,904	-100%	$3.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	96,505	-96,505	-100%	$3.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	94,910	-94,910	-100%	$3.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	92,086	-92,086	-100%	$3.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	88,655	-88,655	-100%	$3.1M	—	—	—
Wells Fargo & Company	N/A	—	87,195	-87,195	-100%	$3.0M	—	—	—
Nuveen, LLC	N/A	—	83,056	-83,056	-100%	$2.9M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	80,045	-80,045	-100%	$2.8M	—	—	—
Tudor Investment Corp ET AL	N/A	—	72,916	-72,916	-100%	$2.5M	—	—	—
UBS Group AG	N/A	—	69,137	-69,137	-100%	$2.4M	—	—	—
Inspire Advisors, LLC	N/A	—	69,035	-69,035	-100%	$2.4M	—	—	—
Invesco Ltd.	N/A	—	68,569	-68,569	-100%	$2.4M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	66,645	-66,645	-100%	$2.3M	—	—	—
Empowered Funds, LLC	N/A	—	57,775	-57,775	-100%	$2.0M	—	—	—
Squarepoint Ops LLC	N/A	—	55,920	-55,920	-100%	$1.9M	—	—	—
Point72 Asset Management, L.P.	N/A	—	55,787	-55,787	-100%	$1.9M	—	—	—
LSV Asset Management	N/A	—	52,300	-52,300	-100%	$1.8M	—	—	—
Victory Capital Management Inc	N/A	—	50,219	-50,219	-100%	$1.8M	—	—	—
Jain Global LLC	N/A	—	47,913	-47,913	-100%	$1.7M	—	—	—
Capital Fund Management S.A.	N/A	—	31,037	-31,037	-100%	$1.1M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	29,074	-29,074	-100%	$1.0M	—	—	—
Swiss National Bank	N/A	—	28,300	-28,300	-100%	$986.8K	—	—	—
HRT Financial LP	N/A	—	26,294	-26,294	-100%	$916.0K	—	—	—
Rhumbline Advisers	N/A	—	24,375	-24,375	-100%	$849.9K	—	—	—
Caxton Associates LLP	N/A	—	24,369	-24,369	-100%	$849.7K	—	—	—
SEI Investments Co	N/A	—	23,949	-23,949	-100%	$835.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	21,081	-21,081	-100%	$735.1K	—	—	—
XTX Topco Ltd	N/A	—	20,090	-20,090	-100%	$700.5K	—	—	—
Gabelli Funds LLC	N/A	—	20,000	-20,000	-100%	$697.4K	—	—	—
SummitTX Capital, L.P.	N/A	—	18,972	-18,972	-100%	$661.6K	—	—	—
JPMorgan Chase & Co	N/A	—	18,592	-18,592	-100%	$644.8K	—	—	—
Engineers Gate Manager LP	N/A	—	17,351	-17,351	-100%	$605.0K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	16,581	-16,581	-100%	$578.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	16,476	-16,476	-100%	$575.0K	—	—	—
Cetera Investment Advisers	N/A	—	15,969	-15,969	-100%	$556.8K	—	—	—
California State Teachers Retirement System	N/A	—	15,601	-15,601	-100%	$544.0K	—	—	—
Deutsche Bank Ag\	N/A	—	15,139	-15,139	-100%	$527.9K	—	—	—
Quadrature Capital Ltd	N/A	—	15,008	-15,008	-100%	$523.3K	—	—	—
Acadian Asset Management LLC	N/A	—	12,648	-12,648	-100%	$441.0K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	12,180	-12,180	-100%	$425.0K	—	—	—
Jump Financial, LLC	N/A	—	11,872	-11,872	-100%	$414.0K	—	—	—
Allstate Corp	N/A	—	10,769	-10,769	-100%	$375.5K	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	10,709	-10,709	-100%	$373.4K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	10,324	-10,324	-100%	$360.0K	—	—	—
Quantinno Capital Management LP	N/A	—	10,117	-10,117	-100%	$352.8K	—	—	—
Legal & General Group Plc	N/A	—	9,953	-9,953	-100%	$347.1K	—	—	—
1492 Capital Management LLC	N/A	—	9,413	-9,413	-100%	$328.2K	—	—	—
Argent Trust Co	N/A	—	8,700	-8,700	-100%	$303.4K	—	—	—
&partners	N/A	—	8,484	-8,484	-100%	$295.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	7,720	-7,720	-100%	$269.2K	—	—	—
Catalyst Funds Management Pty Ltd	N/A	—	7,500	-7,500	-100%	$261.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	7,002	-7,002	-100%	$244.2K	—	—	—
Cerity Partners LLC	N/A	—	6,996	-6,996	-100%	$244.0K	—	—	—
Jupiter Topco LLC	N/A	—	6,921	-6,921	-100%	$241.5K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	6,631	-6,631	-100%	$231.2K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	6,546	-6,546	-100%	$228.3K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	6,404	-6,404	-100%	$223.3K	—	—	—
Stifel Financial Corp	N/A	—	6,190	-6,190	-100%	$215.9K	—	—	—
Royal Bank of Canada	N/A	—	5,993	-5,993	-100%	$209.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,701	-5,701	-100%	$198.8K	—	—	—
New York State Common Retirement Fund	N/A	—	5,226	-5,226	-100%	$182.2K	—	—	—
IFG Advisory, LLC	N/A	—	4,728	-4,728	-100%	$164.9K	—	—	—
Whittier Trust Co	N/A	—	4,703	-4,703	-100%	$162.5K	—	—	—
Advisors Asset Management, Inc.	N/A	—	4,343	-4,343	-100%	$151.4K	—	—	—
Aquatic Capital Management LLC	N/A	—	4,291	-4,291	-100%	$149.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,005	-4,005	-100%	$139.7K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	3,542	-3,542	-100%	$123.5K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	3,372	-3,372	-100%	$117.6K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	2,942	-2,942	-100%	$102.6K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	2,800	-2,800	-100%	$97.6K	—	—	—
Meeder Asset Management Inc	N/A	—	2,317	-2,317	-100%	$80.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,028	-2,028	-100%	$70.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	1,676	-1,676	-100%	$58.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,474	-1,474	-100%	$51.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,416	-1,416	-100%	$50.7K	—	—	—
Canada Life Assurance Co	N/A	—	1,411	-1,411	-100%	$49.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,183	-1,183	-100%	$41.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,181	-1,181	-100%	$41.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,097	-1,097	-100%	$38.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,055	-1,055	-100%	$36.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	680	-680	-100%	$24	—	—	—
Arax Advisory Partners	N/A	—	638	-638	-100%	$22.2K	—	—	—
Allworth Financial LP	N/A	—	318	-318	-100%	$11.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	240	-240	-100%	$8.3K	—	—	—
Osbon Capital Management LLC	N/A	—	200	-200	-100%	$7.0K	—	—	—
Bessemer Group Inc	N/A	—	198	-198	-100%	$6.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	195	-195	-100%	$6.8K	—	—	—
Huntington National Bank	N/A	—	139	-139	-100%	$4.8K	—	—	—
Truvestments Capital LLC	N/A	—	138	-138	-100%	$4.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	131	-131	-100%	$4.6K	—	—	—
BFC Planning, Inc.	N/A	—	87	-87	-100%	$3.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	87	-87	-100%	$3.0K	—	—	—
Rothschild Investment LLC	N/A	—	80	-80	-100%	$2.8K	—	—	—
Optiver Holding B.V.	N/A	—	62	-62	-100%	$2.2K	—	—	—
Quarry LP	N/A	—	62	-62	-100%	$2.2K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	60	-60	-100%	$2.1K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	37	-37	-100%	$1.3K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	32	-32	-100%	$1.1K	—	—	—
Bellevue Asset Management, LLC	N/A	—	29	-29	-100%	$1.0K	—	—	—
Investors Portfolio Services LLC	N/A	—	14	-14	-100%	$488	—	—	—
Horizon Investments, LLC	N/A	—	13	-13	-100%	$446	—	—	—
Global Retirement Partners, LLC	N/A	—	8	-8	-100%	$279	—	—	—
Ankerstar Wealth, LLC	N/A	—	4	-4	-100%	$139	—	—	—
Evolution Advisers, Inc.	N/A	—	2	-2	-100%	$0	—	—	—

Showing 201 of 201 institutions