Park National Corp (PRK)

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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Park National Corp

INCREASED

Shares1,145,746 from 1,127,922

Change+17,824 (+2%)

Value$204.7M (-$1.7M)

Filed 2026-10-05

Dimensional Fund Advisors LP

INCREASED

Shares555,935 from 524,189

Change+31,746 (+6%)

Value$99.3M (+$3.4M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares128,932 from 129,254

Change-322 (0%)

Value$23.0M (-$617.2K)

Filed 2026-11-05

Principal Financial Group Inc

DECREASED

Shares77,729 from 77,855

Change-126 (0%)

Value$13.9M (-$359.6K)

Filed 2026-11-02

Eubel Brady & Suttman Asset Management Inc

INCREASED

Shares23,260 from 23,123

Change+137 (+1%)

Value$4.2K (-$4.2M)

Filed 2026-11-04

J.W. Cole Advisors, Inc.

DECREASED

Shares15,948 from 15,970

Change-22 (0%)

Value$2.8M (-$73.0K)

Filed 2026-11-05

Creative Planning

DECREASED

Shares12,946 from 13,008

Change-62 (0%)

Value$2.3M (-$67.4K)

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares11,532 from 17,204

Change-5,672 (-33%)

Value$2.1M (-$1.1M)

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares10,340 from 10,576

Change-236 (-2%)

Value$1.8K (-$1.9M)

Filed 2026-11-05

Summit Financial Strategies, Inc.

UNCHANGED

Shares9,058 from 9,058

Change0 (0%)

Value$1.6M (-$39.2K)

Filed 2026-10-14

Illinois Municipal Retirement Fund

INCREASED

Shares8,668 from 8,261

Change+407 (+5%)

Value$1.5M (+$36.9K)

Filed 2026-11-05

Fort Washington Investment Advisors Inc

UNCHANGED

Shares8,141 from 8,141

Change0 (0%)

Value$1.5M (-$35.3K)

Filed 2026-10-15

Louisiana State Employees Retirement System

DECREASED

Shares6,900 from 7,100

Change-200 (-3%)

Value$1.2M (-$66.5K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares6,626 from 5,331

Change+1,295 (+24%)

Value$1.2M (+$199.2K)

Filed 2026-10-13

MBL Wealth, LLC

DECREASED

Shares5,936 from 5,937

Change-1 (0%)

Value$1.1M (-$25.9K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares5,907 from 5,706

Change+201 (+4%)

Value$1.1M (+$11.1K)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

NEW

Shares5,802

Change+5,802

Value$1.0M

Filed 2026-11-05

Investment Partners, Ltd.

INCREASED

Shares5,790 from 2,780

Change+3,010 (+108%)

Value$1.0M (+$525.9K)

Filed 2026-10-29

Hamilton Capital, LLC

UNCHANGED

Shares5,620 from 5,620

Change0 (0%)

Value$1.0M (-$24.3K)

Filed 2026-10-08

Cypress Wealth Services, LLC

UNCHANGED

Shares5,250 from 5,250

Change0 (0%)

Value$946.5K (-$14.2K)

Filed 2026-10-21

Atria Investments, Inc

DECREASED

Shares5,036 from 5,484

Change-448 (-8%)

Value$899.7K (-$103.8K)

Filed 2026-10-15

MTM Investment Management, LLC

INCREASED

Shares4,805 from 4,796

Change+9 (+0%)

Value$858.5K (-$19.1K)

Filed 2026-10-30

Arizona State Retirement System

INCREASED

Shares4,587 from 4,487

Change+100 (+2%)

Value$819.5K (-$1.6K)

Filed 2026-11-03

Matauro, LLC

INCREASED

Shares4,550 from 4,523

Change+27 (+1%)

Value$812.8K (-$14.9K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares4,493 from 4,526

Change-33 (-1%)

Value$803 (-$827.2K)

Filed 2026-11-02

Amalgamated Bank

DECREASED

Shares4,260 from 4,350

Change-90 (-2%)

Value$761 (-$795.2K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares4,148 from 4,321

Change-173 (-4%)

Value$741.1K (-$49.6K)

Filed 2026-10-22

Blue Trust, Inc.

NEW

Shares4,022

Change+4,022

Value$718.6K

Filed 2026-10-15

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares3,830 from 3,819

Change+11 (+0%)

Value$684.3K (-$14.6K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares3,646 from 3,677

Change-31 (-1%)

Value$651.4K (-$21.5K)

Filed 2026-10-30

Creekside Partners

DECREASED

Shares3,640 from 3,740

Change-100 (-3%)

Value$650.3K (-$34.1K)

Filed 2026-11-04

State of Alaska, Department of Revenue

DECREASED

Shares3,424 from 6,015

Change-2,591 (-43%)

Value$611 (-$1.1M)

Filed 2026-10-15

Fifth Third Bancorp

DECREASED

Shares3,266 from 3,406

Change-140 (-4%)

Value$583.5K (-$39.8K)

Filed 2026-11-05

New York State Teachers Retirement System

UNCHANGED

Shares3,177 from 3,177

Change0 (0%)

Value$568 (-$580.4K)

Filed 2026-10-22

Alps Advisors Inc

NEW

Shares3,080

Change+3,080

Value$550.3K

Filed 2026-11-03

US Bancorp \de\

UNCHANGED

Shares3,052 from 3,052

Change0 (0%)

Value$545.3K (-$13.2K)

Filed 2026-11-05

Berkshire Money Management, Inc.

NEW

Shares3,034

Change+3,034

Value$542.1K

Filed 2026-10-21

Greenwood Capital Associates LLC

UNCHANGED

Shares2,740 from 2,740

Change0 (0%)

Value$489.5K (-$11.9K)

Filed 2026-10-27

Evergreen Capital Management LLC

DECREASED

Shares2,487 from 2,511

Change-24 (-1%)

Value$444.3K (-$15.2K)

Filed 2026-10-23

Kestra Private Wealth Services, LLC

DECREASED

Shares2,329 from 2,384

Change-55 (-2%)

Value$416.1K (-$20.1K)

Filed 2026-10-30

Pictet Asset Management Holding SA

UNCHANGED

Shares2,323 from 2,323

Change0 (0%)

Value$415.0K (-$10.1K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares2,318 from 2,412

Change-94 (-4%)

Value$414.1K (-$27.2K)

Filed 2026-10-29

Sensible Money, LLC

INCREASED

Shares2,236 from 2,233

Change+3 (+0%)

Value$399.5K (-$9.0K)

Filed 2026-10-20

Ethic Inc.

INCREASED

Shares2,156 from 1,523

Change+633 (+42%)

Value$385.2K (+$106.5K)

Filed 2026-11-03

Juncture Wealth Strategies, LLC

UNCHANGED

Shares2,015 from 2,015

Change0 (0%)

Value$360.0K (-$8.7K)

Filed 2026-10-06

Quadrant Capital Group LLC

DECREASED

Shares1,959 from 1,968

Change-9 (0%)

Value$344.1K (-$16.1K)

Filed 2026-10-20

Praxis Investment Management Inc

UNCHANGED

Shares1,936 from 1,936

Change0 (0%)

Value$346 (-$353.7K)

Filed 2026-11-03

Keybank National Association

INCREASED

Shares1,921 from 1,898

Change+23 (+1%)

Value$343.2K (-$4.1K)

Filed 2026-11-04

CoreCap Advisors, LLC

UNCHANGED

Shares1,868 from 1,868

Change0 (0%)

Value$333.8K (-$8.0K)

Filed 2026-10-08

Mutual of America Capital Management LLC

INCREASED

Shares1,856 from 1,844

Change+12 (+1%)

Value$331.6K (-$5.8K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

INCREASED

Shares1,825 from 1,823

Change+2 (+0%)

Value$326.1K (-$7.5K)

Filed 2026-10-20

Forvis Mazars Wealth Advisors, LLC

UNCHANGED

Shares1,791 from 1,791

Change0 (0%)

Value$320.0K (-$7.8K)

Filed 2026-10-13

Asset Dedication, LLC

UNCHANGED

Shares1,636 from 1,636

Change0 (0%)

Value$292.3K (-$7.1K)

Filed 2026-11-03

Plan A Wealth LLC

UNCHANGED

Shares1,625 from 1,625

Change0 (0%)

Value$290.3K (-$7.0K)

Filed 2026-10-08

Apollon Wealth Management, LLC

DECREASED

Shares1,609 from 1,657

Change-48 (-3%)

Value$287.5K (-$15.8K)

Filed 2026-10-23

Xponance LLC

DECREASED

Shares1,587 from 1,637

Change-50 (-3%)

Value$283.5K (-$16.0K)

Filed 2026-11-03

CWA Asset Management Group, LLC

UNCHANGED

Shares1,567 from 1,567

Change0 (0%)

Value$280.0K (-$6.8K)

Filed 2026-10-19

Fruth Investment Management

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$267 (-$7)

Filed 2026-10-13

Regions Financial Corp

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$268.0K (-$6.5K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares1,478 from 1,467

Change+11 (+1%)

Value$264.1K (-$4.3K)

Filed 2026-11-02

PDS Planning, Inc

INCREASED

Shares1,380 from 1,379

Change+1 (+0%)

Value$246.6K (-$5.8K)

Filed 2026-11-03

Colton Groome Financial Advisors, LLC

UNCHANGED

Shares1,376 from 1,376

Change0 (0%)

Value$245.8K (-$6.0K)

Filed 2026-10-06

Salem Investment Counselors Inc

UNCHANGED

Shares1,311 from 1,311

Change0 (0%)

Value$234.2K (-$5.7K)

Filed 2026-10-13

Profund Advisors LLC

DECREASED

Shares1,255 from 1,414

Change-159 (-11%)

Value$224.2K (-$34.5K)

Filed 2026-10-29

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,068 from 1,067

Change+1 (+0%)

Value$190.8K (-$4.5K)

Filed 2026-10-27

Balance Wealth Partners LLC

NEW

Shares835

Change+835

Value$149.2K

Filed 2026-10-27

KBC Group NV

UNCHANGED

Shares719 from 719

Change0 (0%)

Value$128 (-$131.9K)

Filed 2026-10-22

Signaturefd, LLC

DECREASED

Shares687 from 693

Change-6 (-1%)

Value$122.7K (-$4.1K)

Filed 2026-10-23

Salomon & Ludwin, LLC

UNCHANGED

Shares610 from 610

Change0 (0%)

Value$109.0K (-$5.2K)

Filed 2026-10-29

Gamma Investing LLC

INCREASED

Shares579 from 578

Change+1 (+0%)

Value$103.4K (-$2.3K)

Filed 2026-10-08

Versant Capital Management, Inc

INCREASED

Shares501 from 262

Change+239 (+91%)

Value$89.5K (+$41.6K)

Filed 2026-10-02

Mcdonald Partners LLC

UNCHANGED

Shares408 from 408

Change0 (0%)

Value$72.9K (-$1.8K)

Filed 2026-11-03

Sterling Capital Management LLC

DECREASED

Shares331 from 342

Change-11 (-3%)

Value$59.1K (-$3.4K)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares255 from 20

Change+235 (+1175%)

Value$45.6K (+$41.9K)

Filed 2026-10-16

Mechanics Financial Corp

DECREASED

Shares238 from 275

Change-37 (-13%)

Value$42.5K (-$7.8K)

Filed 2026-11-05

Avion Wealth

UNCHANGED

Shares221 from 221

Change0 (0%)

Value$39 (-$1)

Filed 2026-11-04

Livelsberger Financial Advisory

NEW

Shares161

Change+161

Value$28.8K

Filed 2026-10-28

Caldwell Trust Co

DECREASED

Shares161 from 166

Change-5 (-3%)

Value$28.8K (-$1.6K)

Filed 2026-10-30

Laurel Wealth Advisors LLC

NEW

Shares154

Change+154

Value$27.5K

Filed 2026-10-27

Covestor Ltd

DECREASED

Shares151 from 316

Change-165 (-52%)

Value$27 (-$58.0K)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares146 from 140

Change+6 (+4%)

Value$26.1K (+$470)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares131 from 124

Change+7 (+6%)

Value$23.4K (+$714)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

DECREASED

Shares116 from 130

Change-14 (-11%)

Value$21 (-$24.0K)

Filed 2026-10-22

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares113 from 152

Change-39 (-26%)

Value$20.2K (-$7.6K)

Filed 2026-10-05

Root Financial Partners, LLC

NEW

Shares109

Change+109

Value$19.5K

Filed 2026-10-21

Strs Ohio

NEW

Shares100

Change+100

Value$17.9K

Filed 2026-10-30

Parallel Advisors, LLC

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$10.9K (-$264)

Filed 2026-11-03

Central Trust Co

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$8.9K (-$217)

Filed 2026-11-05

Bare Financial Services, Inc

INCREASED

Shares41 from 34

Change+7 (+21%)

Value$7.3K (+$1.1K)

Filed 2026-11-04

SJS Investment Consulting Inc.

INCREASED

Shares38 from 37

Change+1 (+3%)

Value$6.8K (+$19)

Filed 2026-10-26

Private Trust Co NA

NEW

Shares33

Change+33

Value$5.9K

Filed 2026-10-20

Parkside Financial Bank & Trust

INCREASED

Shares24 from 15

Change+9 (+60%)

Value$4.3K (+$1.5K)

Filed 2026-10-27

Pension & Wealth Management Advisors, Inc.

NEW

Shares16

Change+16

Value$2.9K

Filed 2026-10-16

Larson Financial Group LLC

INCREASED

Shares15 from 0

Change+15

Value$2.7K (+$2.7K)

Filed 2026-11-05

Farmers & Merchants Investments Inc

INCREASED

Shares15 from 8

Change+7 (+88%)

Value$2.7K (+$1.2K)

Filed 2026-10-22

Ares Financial Consulting, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$2.5K (-$61)

Filed 2026-10-19

Signature Equity Partners, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$2.4K (-$43)

Filed 2026-10-29

Creative Capital Management Investments LLC

INCREASED

Shares12 from 6

Change+6 (+100%)

Value$2.1K (+$1.0K)

Filed 2026-10-28

JFS Wealth Advisors, LLC

INCREASED

Shares12 from 10

Change+2 (+20%)

Value$2.1K (+$314)

Filed 2026-11-03

Fortitude Family Office, LLC

INCREASED

Shares11 from 10

Change+1 (+10%)

Value$2.0K (+$135)

Filed 2026-10-14

Essential Partners LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.8K (-$43)

Filed 2026-10-14

Hughes Financial Services, LLC

INCREASED

Shares5 from 4

Change+1 (+25%)

Value$906 (+$174)

Filed 2026-10-30

GK Wealth Management LLC

NEW

Shares4

Change+4

Value$574

Filed 2026-10-09

Bell Investment Advisors, Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$715 (-$17)

Filed 2026-10-29

Trust Co

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$536 (-$13)

Filed 2026-10-09

Gilpin Wealth Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$536 (-$13)

Filed 2026-10-09

Physician Wealth Advisors, Inc.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$536 (-$13)

Filed 2026-10-20

Bay Harbor Wealth Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$357 (-$9)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares1

Change+1

Value$179

Filed 2026-10-30

Financial Consulate, Inc

NEW

Shares1

Change+1

Value$179

Filed 2026-10-23

Abound Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$179 (-$4)

Filed 2026-10-26

TFC Financial Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$179 (-$4)

Filed 2026-10-26

Davis Capital Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$179 (-$4)

Filed 2026-10-08

DecisionPoint Financial, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$180 (-$8)

Filed 2026-10-27

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$179 (-$4)

Filed 2026-10-16

Arbor Investment Advisors, LLC

CLOSED

Shares0 from 4,092

Change-4,092 (-100%)

Value$0 (-$748.8K)

Filed 2026-10-26

AM Investment Strategies LLC

CLOSED

Shares0 from 1,313

Change-1,313 (-100%)

Value$0 (-$240)

Filed 2026-11-05

Virginia Retirement Systems ET Al

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$201.3K)

Filed 2026-10-28

Gryphon Financial Partners LLC

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$201.3K)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$549)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

Assetmark, Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$183)

Filed 2026-10-21

Cullen T Bankers, Inc.

DECREASED

Shares0 from 234

Change-234 (-100%)

Value$40 (-$42.9K)

Filed 2026-10-28

BlackRock, Inc.

N/A

Shares— from 2,589,288

Change-2,589,288 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,004,211

Change-1,004,211 (-100%)

Value—

State Street Corp

N/A

Shares— from 873,685

Change-873,685 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 732,031

Change-732,031 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 427,073

Change-427,073 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 189,059

Change-189,059 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 177,490

Change-177,490 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 125,412

Change-125,412 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 107,494

Change-107,494 (-100%)

Value—

UBS Group AG

N/A

Shares— from 67,816

Change-67,816 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 55,361

Change-55,361 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 54,198

Change-54,198 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 50,826

Change-50,826 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 49,761

Change-49,761 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 45,028

Change-45,028 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 44,072

Change-44,072 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 39,432

Change-39,432 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 37,638

Change-37,638 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 32,600

Change-32,600 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 32,265

Change-32,265 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 28,242

Change-28,242 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 27,822

Change-27,822 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 27,637

Change-27,637 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 27,170

Change-27,170 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 26,763

Change-26,763 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 26,642

Change-26,642 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 25,844

Change-25,844 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 22,618

Change-22,618 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 20,001

Change-20,001 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 19,584

Change-19,584 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 18,240

Change-18,240 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 17,800

Change-17,800 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 17,565

Change-17,565 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 16,743

Change-16,743 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 16,337

Change-16,337 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 15,502

Change-15,502 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 13,980

Change-13,980 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 13,400

Change-13,400 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 13,016

Change-13,016 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 11,726

Change-11,726 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 11,020

Change-11,020 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 10,011

Change-10,011 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 9,945

Change-9,945 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 9,876

Change-9,876 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 9,199

Change-9,199 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 8,797

Change-8,797 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 8,690

Change-8,690 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 8,586

Change-8,586 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 8,384

Change-8,384 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 8,373

Change-8,373 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 8,067

Change-8,067 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 8,066

Change-8,066 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 8,063

Change-8,063 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 8,028

Change-8,028 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 7,950

Change-7,950 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,815

Change-7,815 (-100%)

Value—

King Wealth Management Group

N/A

Shares— from 7,588

Change-7,588 (-100%)

Value—

FMR LLC

N/A

Shares— from 7,410

Change-7,410 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 7,255

Change-7,255 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 7,100

Change-7,100 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 6,211

Change-6,211 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 6,021

Change-6,021 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 5,910

Change-5,910 (-100%)

Value—

Barclays PLC

N/A

Shares— from 5,480

Change-5,480 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 5,393

Change-5,393 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 5,073

Change-5,073 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 5,065

Change-5,065 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,006

Change-5,006 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,953

Change-4,953 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 4,928

Change-4,928 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 4,765

Change-4,765 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,513

Change-4,513 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,226

Change-4,226 (-100%)

Value—

Kennondale Capital Management LLC

N/A

Shares— from 4,108

Change-4,108 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 4,094

Change-4,094 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 4,088

Change-4,088 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 4,023

Change-4,023 (-100%)

Value—

Windsor Advisory Group, LLC

N/A

Shares— from 3,765

Change-3,765 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 3,765

Change-3,765 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 3,731

Change-3,731 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 3,697

Change-3,697 (-100%)

Value—

Birchcreek Wealth Management, LLC

N/A

Shares— from 3,667

Change-3,667 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 3,652

Change-3,652 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 3,601

Change-3,601 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 3,595

Change-3,595 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 3,571

Change-3,571 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 3,439

Change-3,439 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 3,348

Change-3,348 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 3,184

Change-3,184 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 3,044

Change-3,044 (-100%)

Value—

&partners

N/A

Shares— from 3,037

Change-3,037 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,839

Change-2,839 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 2,362

Change-2,362 (-100%)

Value—

Maryland State Retirement & Pension System

N/A

Shares— from 2,354

Change-2,354 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 2,188

Change-2,188 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 2,187

Change-2,187 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 2,140

Change-2,140 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 2,128

Change-2,128 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 2,088

Change-2,088 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 2,086

Change-2,086 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 2,079

Change-2,079 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 2,077

Change-2,077 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,061

Change-2,061 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,038

Change-2,038 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 2,036

Change-2,036 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 1,993

Change-1,993 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 1,970

Change-1,970 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 1,969

Change-1,969 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 1,967

Change-1,967 (-100%)

Value—

Peak Retirement Planning, Inc.

N/A

Shares— from 1,966

Change-1,966 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 1,946

Change-1,946 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 1,911

Change-1,911 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 1,832

Change-1,832 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 1,751

Change-1,751 (-100%)

Value—

BankPlus Trust Department

N/A

Shares— from 1,717

Change-1,717 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,676

Change-1,676 (-100%)

Value—

Spreng Capital Management, Inc.

N/A

Shares— from 1,562

Change-1,562 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,543

Change-1,543 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,540

Change-1,540 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,511

Change-1,511 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 1,440

Change-1,440 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 1,432

Change-1,432 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,370

Change-1,370 (-100%)

Value—

Meridian Wealth Advisors, LLC

N/A

Shares— from 1,310

Change-1,310 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,305

Change-1,305 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 1,220

Change-1,220 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,054

Change-1,054 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 1,037

Change-1,037 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 947

Change-947 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 880

Change-880 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 856

Change-856 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 498

Change-498 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 476

Change-476 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 300

Change-300 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 282

Change-282 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 271

Change-271 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 236

Change-236 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 198

Change-198 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 195

Change-195 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 164

Change-164 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 118

Change-118 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 112

Change-112 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 110

Change-110 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 90

Change-90 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 64

Change-64 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 27

Change-27 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 11

Change-11 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 2

Change-2 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Park National Corp	INCREASED	1,145,746	1,127,922	+17,824	+2%	$206.4M	$204.7M	-$1.7M	2026-10-05
Dimensional Fund Advisors LP	INCREASED	555,935	524,189	+31,746	+6%	$95.9M	$99.3M	+$3.4M	2026-11-04
Bank of New York Mellon Corp	DECREASED	128,932	129,254	-322	0%	$23.7M	$23.0M	-$617.2K	2026-11-05
Principal Financial Group Inc	DECREASED	77,729	77,855	-126	0%	$14.2M	$13.9M	-$359.6K	2026-11-02
Eubel Brady & Suttman Asset Management Inc	INCREASED	23,260	23,123	+137	+1%	$4.2M	$4.2K	-$4.2M	2026-11-04
J.W. Cole Advisors, Inc.	DECREASED	15,948	15,970	-22	0%	$2.9M	$2.8M	-$73.0K	2026-11-05
Creative Planning	DECREASED	12,946	13,008	-62	0%	$2.4M	$2.3M	-$67.4K	2026-11-02
Citigroup Inc	DECREASED	11,532	17,204	-5,672	-33%	$3.1M	$2.1M	-$1.1M	2026-11-04
Thrivent Financial for Lutherans	DECREASED	10,340	10,576	-236	-2%	$1.9M	$1.8K	-$1.9M	2026-11-05
Summit Financial Strategies, Inc.	UNCHANGED	9,058	9,058	0	0%	$1.7M	$1.6M	-$39.2K	2026-10-14
Illinois Municipal Retirement Fund	INCREASED	8,668	8,261	+407	+5%	$1.5M	$1.5M	+$36.9K	2026-11-05
Fort Washington Investment Advisors Inc	UNCHANGED	8,141	8,141	0	0%	$1.5M	$1.5M	-$35.3K	2026-10-15
Louisiana State Employees Retirement System	DECREASED	6,900	7,100	-200	-3%	$1.3M	$1.2M	-$66.5K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	6,626	5,331	+1,295	+24%	$983.4K	$1.2M	+$199.2K	2026-10-13
MBL Wealth, LLC	DECREASED	5,936	5,937	-1	0%	$1.1M	$1.1M	-$25.9K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	5,907	5,706	+201	+4%	$1.0M	$1.1M	+$11.1K	2026-11-02
State of New Jersey Common Pension Fund D	NEW	5,802	—	+5,802	—	—	$1.0M	—	2026-11-05
Investment Partners, Ltd.	INCREASED	5,790	2,780	+3,010	+108%	$508.7K	$1.0M	+$525.9K	2026-10-29
Hamilton Capital, LLC	UNCHANGED	5,620	5,620	0	0%	$1.0M	$1.0M	-$24.3K	2026-10-08
Cypress Wealth Services, LLC	UNCHANGED	5,250	5,250	0	0%	$960.7K	$946.5K	-$14.2K	2026-10-21
Atria Investments, Inc	DECREASED	5,036	5,484	-448	-8%	$1.0M	$899.7K	-$103.8K	2026-10-15
MTM Investment Management, LLC	INCREASED	4,805	4,796	+9	+0%	$877.6K	$858.5K	-$19.1K	2026-10-30
Arizona State Retirement System	INCREASED	4,587	4,487	+100	+2%	$821.1K	$819.5K	-$1.6K	2026-11-03
Matauro, LLC	INCREASED	4,550	4,523	+27	+1%	$827.7K	$812.8K	-$14.9K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	4,493	4,526	-33	-1%	$828.0K	$803	-$827.2K	2026-11-02
Amalgamated Bank	DECREASED	4,260	4,350	-90	-2%	$796.0K	$761	-$795.2K	2026-10-23
Yousif Capital Management, LLC	DECREASED	4,148	4,321	-173	-4%	$790.7K	$741.1K	-$49.6K	2026-10-22
Blue Trust, Inc.	NEW	4,022	—	+4,022	—	—	$718.6K	—	2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	3,830	3,819	+11	+0%	$698.8K	$684.3K	-$14.6K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	3,646	3,677	-31	-1%	$672.9K	$651.4K	-$21.5K	2026-10-30
Creekside Partners	DECREASED	3,640	3,740	-100	-3%	$684.4K	$650.3K	-$34.1K	2026-11-04
State of Alaska, Department of Revenue	DECREASED	3,424	6,015	-2,591	-43%	$1.1M	$611	-$1.1M	2026-10-15
Fifth Third Bancorp	DECREASED	3,266	3,406	-140	-4%	$623.3K	$583.5K	-$39.8K	2026-11-05
New York State Teachers Retirement System	UNCHANGED	3,177	3,177	0	0%	$581.0K	$568	-$580.4K	2026-10-22
Alps Advisors Inc	NEW	3,080	—	+3,080	—	—	$550.3K	—	2026-11-03
US Bancorp \de\	UNCHANGED	3,052	3,052	0	0%	$558.5K	$545.3K	-$13.2K	2026-11-05
Berkshire Money Management, Inc.	NEW	3,034	—	+3,034	—	—	$542.1K	—	2026-10-21
Greenwood Capital Associates LLC	UNCHANGED	2,740	2,740	0	0%	$501.4K	$489.5K	-$11.9K	2026-10-27
Evergreen Capital Management LLC	DECREASED	2,487	2,511	-24	-1%	$459.5K	$444.3K	-$15.2K	2026-10-23
Kestra Private Wealth Services, LLC	DECREASED	2,329	2,384	-55	-2%	$436.2K	$416.1K	-$20.1K	2026-10-30
Pictet Asset Management Holding SA	UNCHANGED	2,323	2,323	0	0%	$425.1K	$415.0K	-$10.1K	2026-11-03
ProShare Advisors LLC	DECREASED	2,318	2,412	-94	-4%	$441.4K	$414.1K	-$27.2K	2026-10-29
Sensible Money, LLC	INCREASED	2,236	2,233	+3	+0%	$408.6K	$399.5K	-$9.0K	2026-10-20
Ethic Inc.	INCREASED	2,156	1,523	+633	+42%	$278.7K	$385.2K	+$106.5K	2026-11-03
Juncture Wealth Strategies, LLC	UNCHANGED	2,015	2,015	0	0%	$368.7K	$360.0K	-$8.7K	2026-10-06
Quadrant Capital Group LLC	DECREASED	1,959	1,968	-9	0%	$360.1K	$344.1K	-$16.1K	2026-10-20
Praxis Investment Management Inc	UNCHANGED	1,936	1,936	0	0%	$354.0K	$346	-$353.7K	2026-11-03
Keybank National Association	INCREASED	1,921	1,898	+23	+1%	$347.3K	$343.2K	-$4.1K	2026-11-04
CoreCap Advisors, LLC	UNCHANGED	1,868	1,868	0	0%	$341.8K	$333.8K	-$8.0K	2026-10-08
Mutual of America Capital Management LLC	INCREASED	1,856	1,844	+12	+1%	$337.4K	$331.6K	-$5.8K	2026-10-23
Nisa Investment Advisors, LLC	INCREASED	1,825	1,823	+2	+0%	$333.6K	$326.1K	-$7.5K	2026-10-20
Forvis Mazars Wealth Advisors, LLC	UNCHANGED	1,791	1,791	0	0%	$327.7K	$320.0K	-$7.8K	2026-10-13
Asset Dedication, LLC	UNCHANGED	1,636	1,636	0	0%	$299.4K	$292.3K	-$7.1K	2026-11-03
Plan A Wealth LLC	UNCHANGED	1,625	1,625	0	0%	$297.4K	$290.3K	-$7.0K	2026-10-08
Apollon Wealth Management, LLC	DECREASED	1,609	1,657	-48	-3%	$303.2K	$287.5K	-$15.8K	2026-10-23
Xponance LLC	DECREASED	1,587	1,637	-50	-3%	$299.6K	$283.5K	-$16.0K	2026-11-03
CWA Asset Management Group, LLC	UNCHANGED	1,567	1,567	0	0%	$286.7K	$280.0K	-$6.8K	2026-10-19
Fruth Investment Management	UNCHANGED	1,500	1,500	0	0%	$274	$267	-$7	2026-10-13
Regions Financial Corp	UNCHANGED	1,500	1,500	0	0%	$274.5K	$268.0K	-$6.5K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	1,478	1,467	+11	+1%	$268.4K	$264.1K	-$4.3K	2026-11-02
PDS Planning, Inc	INCREASED	1,380	1,379	+1	+0%	$252.4K	$246.6K	-$5.8K	2026-11-03
Colton Groome Financial Advisors, LLC	UNCHANGED	1,376	1,376	0	0%	$251.8K	$245.8K	-$6.0K	2026-10-06
Salem Investment Counselors Inc	UNCHANGED	1,311	1,311	0	0%	$239.9K	$234.2K	-$5.7K	2026-10-13
Profund Advisors LLC	DECREASED	1,255	1,414	-159	-11%	$258.7K	$224.2K	-$34.5K	2026-10-29
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,068	1,067	+1	+0%	$195.3K	$190.8K	-$4.5K	2026-10-27
Balance Wealth Partners LLC	NEW	835	—	+835	—	—	$149.2K	—	2026-10-27
KBC Group NV	UNCHANGED	719	719	0	0%	$132.0K	$128	-$131.9K	2026-10-22
Signaturefd, LLC	DECREASED	687	693	-6	-1%	$126.8K	$122.7K	-$4.1K	2026-10-23
Salomon & Ludwin, LLC	UNCHANGED	610	610	0	0%	$114.2K	$109.0K	-$5.2K	2026-10-29
Gamma Investing LLC	INCREASED	579	578	+1	+0%	$105.8K	$103.4K	-$2.3K	2026-10-08
Versant Capital Management, Inc	INCREASED	501	262	+239	+91%	$47.9K	$89.5K	+$41.6K	2026-10-02
Mcdonald Partners LLC	UNCHANGED	408	408	0	0%	$74.7K	$72.9K	-$1.8K	2026-11-03
Sterling Capital Management LLC	DECREASED	331	342	-11	-3%	$62.6K	$59.1K	-$3.4K	2026-10-22
IFP Advisors, Inc	INCREASED	255	20	+235	+1175%	$3.7K	$45.6K	+$41.9K	2026-10-16
Mechanics Financial Corp	DECREASED	238	275	-37	-13%	$50.3K	$42.5K	-$7.8K	2026-11-05
Avion Wealth	UNCHANGED	221	221	0	0%	$40	$39	-$1	2026-11-04
Livelsberger Financial Advisory	NEW	161	—	+161	—	—	$28.8K	—	2026-10-28
Caldwell Trust Co	DECREASED	161	166	-5	-3%	$30.4K	$28.8K	-$1.6K	2026-10-30
Laurel Wealth Advisors LLC	NEW	154	—	+154	—	—	$27.5K	—	2026-10-27
Covestor Ltd	DECREASED	151	316	-165	-52%	$58.0K	$27	-$58.0K	2026-10-30
Farther Finance Advisors, LLC	INCREASED	146	140	+6	+4%	$25.6K	$26.1K	+$470	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	131	124	+7	+6%	$22.7K	$23.4K	+$714	2026-11-04
Harbor Capital Advisors, Inc.	DECREASED	116	130	-14	-11%	$24.0K	$21	-$24.0K	2026-10-22
MassMutual Private Wealth & Trust, FSB	DECREASED	113	152	-39	-26%	$27.8K	$20.2K	-$7.6K	2026-10-05
Root Financial Partners, LLC	NEW	109	—	+109	—	—	$19.5K	—	2026-10-21
Strs Ohio	NEW	100	—	+100	—	—	$17.9K	—	2026-10-30
Parallel Advisors, LLC	UNCHANGED	61	61	0	0%	$11.2K	$10.9K	-$264	2026-11-03
Central Trust Co	UNCHANGED	50	50	0	0%	$9.2K	$8.9K	-$217	2026-11-05
Bare Financial Services, Inc	INCREASED	41	34	+7	+21%	$6.2K	$7.3K	+$1.1K	2026-11-04
SJS Investment Consulting Inc.	INCREASED	38	37	+1	+3%	$6.8K	$6.8K	+$19	2026-10-26
Private Trust Co NA	NEW	33	—	+33	—	—	$5.9K	—	2026-10-20
Parkside Financial Bank & Trust	INCREASED	24	15	+9	+60%	$2.7K	$4.3K	+$1.5K	2026-10-27
Pension & Wealth Management Advisors, Inc.	NEW	16	—	+16	—	—	$2.9K	—	2026-10-16
Larson Financial Group LLC	INCREASED	15	0	+15	—	$44	$2.7K	+$2.7K	2026-11-05
Farmers & Merchants Investments Inc	INCREASED	15	8	+7	+88%	$1.5K	$2.7K	+$1.2K	2026-10-22
Ares Financial Consulting, LLC	UNCHANGED	14	14	0	0%	$2.6K	$2.5K	-$61	2026-10-19
Signature Equity Partners, LLC	UNCHANGED	13	13	0	0%	$2.4K	$2.4K	-$43	2026-10-29
Creative Capital Management Investments LLC	INCREASED	12	6	+6	+100%	$1.1K	$2.1K	+$1.0K	2026-10-28
JFS Wealth Advisors, LLC	INCREASED	12	10	+2	+20%	$1.8K	$2.1K	+$314	2026-11-03
Fortitude Family Office, LLC	INCREASED	11	10	+1	+10%	$1.8K	$2.0K	+$135	2026-10-14
Essential Partners LLC	UNCHANGED	10	10	0	0%	$1.8K	$1.8K	-$43	2026-10-14
Hughes Financial Services, LLC	INCREASED	5	4	+1	+25%	$732	$906	+$174	2026-10-30
GK Wealth Management LLC	NEW	4	—	+4	—	—	$574	—	2026-10-09
Bell Investment Advisors, Inc	UNCHANGED	4	4	0	0%	$732	$715	-$17	2026-10-29
Trust Co	UNCHANGED	3	3	0	0%	$549	$536	-$13	2026-10-09
Gilpin Wealth Management, LLC	UNCHANGED	3	3	0	0%	$549	$536	-$13	2026-10-09
Physician Wealth Advisors, Inc.	UNCHANGED	3	3	0	0%	$549	$536	-$13	2026-10-20
Bay Harbor Wealth Management, LLC	UNCHANGED	2	2	0	0%	$366	$357	-$9	2026-11-03
Provenance Wealth Advisors, LLC	NEW	1	—	+1	—	—	$179	—	2026-10-30
Financial Consulate, Inc	NEW	1	—	+1	—	—	$179	—	2026-10-23
Abound Wealth Management	UNCHANGED	1	1	0	0%	$183	$179	-$4	2026-10-26
TFC Financial Management, Inc.	UNCHANGED	1	1	0	0%	$183	$179	-$4	2026-10-26
Davis Capital Management	UNCHANGED	1	1	0	0%	$183	$179	-$4	2026-10-08
DecisionPoint Financial, LLC	UNCHANGED	1	1	0	0%	$188	$180	-$8	2026-10-27
DiNuzzo Private Wealth, Inc.	UNCHANGED	1	1	0	0%	$183	$179	-$4	2026-10-16
Arbor Investment Advisors, LLC	CLOSED	0	4,092	-4,092	-100%	$748.8K	$0	-$748.8K	2026-10-26
AM Investment Strategies LLC	CLOSED	0	1,313	-1,313	-100%	$240	$0	-$240	2026-11-05
Virginia Retirement Systems ET Al	CLOSED	0	1,100	-1,100	-100%	$201.3K	$0	-$201.3K	2026-10-28
Gryphon Financial Partners LLC	CLOSED	0	1,100	-1,100	-100%	$201.3K	$0	-$201.3K	2026-11-04
Plante Moran Financial Advisors, LLC	CLOSED	0	3	-3	-100%	$549	$0	-$549	2026-11-04
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
Assetmark, Inc	CLOSED	0	1	-1	-100%	$183	$0	-$183	2026-10-21
Cullen T Bankers, Inc.	DECREASED	0	234	-234	-100%	$42.9K	$40	-$42.9K	2026-10-28
BlackRock, Inc.	N/A	—	2,589,288	-2,589,288	-100%	$473.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,004,211	-1,004,211	-100%	$183.8M	—	—	—
State Street Corp	N/A	—	873,685	-873,685	-100%	$159.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	732,031	-732,031	-100%	$134.0M	—	—	—
Geode Capital Management, LLC	N/A	—	427,073	-427,073	-100%	$78.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	189,059	-189,059	-100%	$34.6M	—	—	—
Northern Trust Corp	N/A	—	177,490	-177,490	-100%	$32.5M	—	—	—
Morgan Stanley	N/A	—	125,412	-125,412	-100%	$22.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	107,494	-107,494	-100%	$19.7M	—	—	—
UBS Group AG	N/A	—	67,816	-67,816	-100%	$12.4M	—	—	—
Public Sector Pension Investment Board	N/A	—	55,361	-55,361	-100%	$10.1M	—	—	—
Bank of America Corp	N/A	—	54,198	-54,198	-100%	$9.9M	—	—	—
Invesco Ltd.	N/A	—	50,826	-50,826	-100%	$9.3M	—	—	—
Nuveen, LLC	N/A	—	49,761	-49,761	-100%	$9.1M	—	—	—
American Century Companies Inc	N/A	—	45,028	-45,028	-100%	$8.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	44,072	-44,072	-100%	$8.1M	—	—	—
Rhumbline Advisers	N/A	—	39,432	-39,432	-100%	$7.2M	—	—	—
Legal & General Group Plc	N/A	—	37,638	-37,638	-100%	$6.9M	—	—	—
Swiss National Bank	N/A	—	32,600	-32,600	-100%	$6.0M	—	—	—
Brown Advisory Inc	N/A	—	32,265	-32,265	-100%	$5.9M	—	—	—
Ameriprise Financial Inc	N/A	—	28,242	-28,242	-100%	$5.2M	—	—	—
First Trust Advisors LP	N/A	—	27,822	-27,822	-100%	$5.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	27,637	-27,637	-100%	$5.1M	—	—	—
Quantinno Capital Management LP	N/A	—	27,170	-27,170	-100%	$5.0M	—	—	—
Wells Fargo & Company	N/A	—	26,763	-26,763	-100%	$4.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	26,642	-26,642	-100%	$4.9M	—	—	—
Citadel Advisors LLC	N/A	—	25,844	-25,844	-100%	$4.7M	—	—	—
Zacks Investment Management	N/A	—	22,618	-22,618	-100%	$4.1M	—	—	—
Alliancebernstein L.P.	N/A	—	20,001	-20,001	-100%	$3.3M	—	—	—
Bessemer Group Inc	N/A	—	19,584	-19,584	-100%	$3.6M	—	—	—
California State Teachers Retirement System	N/A	—	18,240	-18,240	-100%	$3.3M	—	—	—
Deutsche Bank Ag\	N/A	—	17,800	-17,800	-100%	$3.3M	—	—	—
AQR Capital Management LLC	N/A	—	17,565	-17,565	-100%	$3.2M	—	—	—
Prudential Financial Inc	N/A	—	16,743	-16,743	-100%	$3.1M	—	—	—
JPMorgan Chase & Co	N/A	—	16,337	-16,337	-100%	$3.1M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	15,502	-15,502	-100%	$2.8M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	13,980	-13,980	-100%	$2.6M	—	—	—
Mariner, LLC	N/A	—	13,400	-13,400	-100%	$2.5M	—	—	—
Canada Life Assurance Co	N/A	—	13,016	-13,016	-100%	$2.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	11,726	-11,726	-100%	$2.1M	—	—	—
Raymond James Financial Inc	N/A	—	11,020	-11,020	-100%	$2.0M	—	—	—
LPL Financial LLC	N/A	—	10,011	-10,011	-100%	$1.8M	—	—	—
Two Sigma Investments, LP	N/A	—	9,945	-9,945	-100%	$1.8M	—	—	—
MetLife Investment Management, LLC	N/A	—	9,876	-9,876	-100%	$1.8M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	9,199	-9,199	-100%	$1.7M	—	—	—
Colonial Trust Co / SC	N/A	—	9,000	-9,000	-100%	$1.6M	—	—	—
Colonial Trust Advisors	N/A	—	8,797	-8,797	-100%	$1.6M	—	—	—
Victory Capital Management Inc	N/A	—	8,690	-8,690	-100%	$1.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	8,586	-8,586	-100%	$1.6M	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	8,384	-8,384	-100%	$1.5M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	8,373	-8,373	-100%	$1.5M	—	—	—
Russell Investments Group, Ltd.	N/A	—	8,067	-8,067	-100%	$1.5M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	8,066	-8,066	-100%	$1.5M	—	—	—
Stifel Financial Corp	N/A	—	8,063	-8,063	-100%	$1.5M	—	—	—
Jupiter Topco LLC	N/A	—	8,028	-8,028	-100%	$1.5M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	7,950	-7,950	-100%	$1.5M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,815	-7,815	-100%	$1.4M	—	—	—
King Wealth Management Group	N/A	—	7,588	-7,588	-100%	$1.4M	—	—	—
FMR LLC	N/A	—	7,410	-7,410	-100%	$1.4M	—	—	—
Rafferty Asset Management, LLC	N/A	—	7,255	-7,255	-100%	$1.3M	—	—	—
Canada Pension Plan Investment Board	N/A	—	7,100	-7,100	-100%	$1.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	6,211	-6,211	-100%	$1.1M	—	—	—
New York State Common Retirement Fund	N/A	—	6,021	-6,021	-100%	$1.1M	—	—	—
Jump Financial, LLC	N/A	—	5,910	-5,910	-100%	$1.1M	—	—	—
Barclays PLC	N/A	—	5,480	-5,480	-100%	$1.0M	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	5,393	-5,393	-100%	$986.9K	—	—	—
HSBC Holdings PLC	N/A	—	5,073	-5,073	-100%	$917.6K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	5,065	-5,065	-100%	$926.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,006	-5,006	-100%	$916.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,953	-4,953	-100%	$906.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	4,928	-4,928	-100%	$901.8K	—	—	—
Dark Forest Capital Management LP	N/A	—	4,765	-4,765	-100%	$871.9K	—	—	—
HighTower Advisors, LLC	N/A	—	4,513	-4,513	-100%	$825.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,226	-4,226	-100%	$773.3K	—	—	—
Kennondale Capital Management LLC	N/A	—	4,108	-4,108	-100%	$751.7K	—	—	—
SG Americas Securities, LLC	N/A	—	4,094	-4,094	-100%	$749.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	4,088	-4,088	-100%	$748.8K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	4,023	-4,023	-100%	$736.2K	—	—	—
Windsor Advisory Group, LLC	N/A	—	3,765	-3,765	-100%	$689.0K	—	—	—
Handelsbanken Fonder AB	N/A	—	3,765	-3,765	-100%	$689	—	—	—
First Manhattan Co. Llc.	N/A	—	3,731	-3,731	-100%	$682.7K	—	—	—
Vident Advisory, LLC	N/A	—	3,697	-3,697	-100%	$676.5K	—	—	—
Birchcreek Wealth Management, LLC	N/A	—	3,667	-3,667	-100%	$671.0K	—	—	—
Virtu Financial LLC	N/A	—	3,652	-3,652	-100%	$668.0K	—	—	—
Freestone Grove Partners LP	N/A	—	3,601	-3,601	-100%	$658.9K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	3,600	-3,600	-100%	$658.8K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	3,595	-3,595	-100%	$658.0K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	3,571	-3,571	-100%	$653.5K	—	—	—
Intech Investment Management LLC	N/A	—	3,439	-3,439	-100%	$629.3K	—	—	—
Tidal Investments LLC	N/A	—	3,348	-3,348	-100%	$612.7K	—	—	—
Voya Investment Management LLC	N/A	—	3,184	-3,184	-100%	$582.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	3,044	-3,044	-100%	$557.0K	—	—	—
&partners	N/A	—	3,037	-3,037	-100%	$555.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,839	-2,839	-100%	$519.6K	—	—	—
Kintra Wealth, LLC	N/A	—	2,362	-2,362	-100%	$490.4K	—	—	—
Maryland State Retirement & Pension System	N/A	—	2,354	-2,354	-100%	$430.8K	—	—	—
State of Wisconsin Investment Board	N/A	—	2,188	-2,188	-100%	$400.4K	—	—	—
SEI Investments Co	N/A	—	2,187	-2,187	-100%	$400.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	2,140	-2,140	-100%	$391.6K	—	—	—
EntryPoint Capital, LLC	N/A	—	2,128	-2,128	-100%	$389.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	2,088	-2,088	-100%	$382.1K	—	—	—
Ballentine Partners, LLC	N/A	—	2,086	-2,086	-100%	$381.7K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	2,079	-2,079	-100%	$380.4K	—	—	—
Mutual Advisors, LLC	N/A	—	2,077	-2,077	-100%	$380.1K	—	—	—
Bank of Montreal	N/A	—	2,061	-2,061	-100%	$377.1K	—	—	—
Huntington National Bank	N/A	—	2,038	-2,038	-100%	$372.9K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	2,036	-2,036	-100%	$372.6K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	1,993	-1,993	-100%	$364.7K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	1,970	-1,970	-100%	$360.5K	—	—	—
DRW Securities, LLC	N/A	—	1,969	-1,969	-100%	$360.3K	—	—	—
Holocene Advisors, LP	N/A	—	1,967	-1,967	-100%	$359.9K	—	—	—
Peak Retirement Planning, Inc.	N/A	—	1,966	-1,966	-100%	$359.7K	—	—	—
Composition Wealth, LLC	N/A	—	1,946	-1,946	-100%	$356.1K	—	—	—
Atom Investors LP	N/A	—	1,911	-1,911	-100%	$349.7K	—	—	—
Squarepoint Ops LLC	N/A	—	1,832	-1,832	-100%	$335.2K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	1,751	-1,751	-100%	$320.4K	—	—	—
BankPlus Trust Department	N/A	—	1,717	-1,717	-100%	$314.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,676	-1,676	-100%	$306.7K	—	—	—
Spreng Capital Management, Inc.	N/A	—	1,562	-1,562	-100%	$285.8K	—	—	—
Cerity Partners LLC	N/A	—	1,543	-1,543	-100%	$282.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,540	-1,540	-100%	$281.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,511	-1,511	-100%	$276.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	1,440	-1,440	-100%	$263.5K	—	—	—
Aquatic Capital Management LLC	N/A	—	1,432	-1,432	-100%	$262.0K	—	—	—
Royal Bank of Canada	N/A	—	1,370	-1,370	-100%	$250.0K	—	—	—
Meridian Wealth Advisors, LLC	N/A	—	1,310	-1,310	-100%	$239.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,305	-1,305	-100%	$240.2K	—	—	—
SouthState Bank Corp	N/A	—	1,220	-1,220	-100%	$223.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,054	-1,054	-100%	$192.9K	—	—	—
Nykredit A/S	N/A	—	1,037	-1,037	-100%	$189.8K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	947	-947	-100%	$173.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	880	-880	-100%	$161.0K	—	—	—
Allworth Financial LP	N/A	—	856	-856	-100%	$156.6K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	498	-498	-100%	$91.1K	—	—	—
Hantz Financial Services, Inc.	N/A	—	476	-476	-100%	$87.0K	—	—	—
Ancora Advisors LLCA	N/A	—	300	-300	-100%	$54.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	282	-282	-100%	$51.6K	—	—	—
Arax Advisory Partners	N/A	—	271	-271	-100%	$49.6K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	236	-236	-100%	$43.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	198	-198	-100%	$36.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	195	-195	-100%	$35.7K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	164	-164	-100%	$30.0K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	118	-118	-100%	$21.6K	—	—	—
Clearstead Advisors, LLC	N/A	—	112	-112	-100%	$20.5K	—	—	—
Vanguard National Trust Co	N/A	—	110	-110	-100%	$20.1K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	92	-92	-100%	$16.8K	—	—	—
UMB Bank, n.a.	N/A	—	90	-90	-100%	$16.5K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	64	-64	-100%	$11.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	28	-28	-100%	$5.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	27	-27	-100%	$4.9K	—	—	—
CVA Family Office, LLC	N/A	—	23	-23	-100%	$4.2K	—	—	—
Rothschild Investment LLC	N/A	—	22	-22	-100%	$4.0K	—	—	—
Continuum Advisory, LLC	N/A	—	21	-21	-100%	$3.8K	—	—	—
Cornerstone Financial Management LLC	N/A	—	17	-17	-100%	$3.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	11	-11	-100%	$1.8K	—	—	—
Kilter Group LLC	N/A	—	8	-8	-100%	$1.5K	—	—	—
BFC Planning, Inc.	N/A	—	7	-7	-100%	$1.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	7	-7	-100%	$1.3K	—	—	—
Ankerstar Wealth, LLC	N/A	—	7	-7	-100%	$1.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	5	-5	-100%	$915	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	5	-5	-100%	$928	—	—	—
Bogart Wealth, LLC	N/A	—	3	-3	-100%	$549	—	—	—
SHP Wealth Management	N/A	—	2	-2	-100%	$366	—	—	—
HFM Investment Advisors, LLC	N/A	—	2	-2	-100%	$366	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$183	—	—	—

Showing 288 of 288 institutions