Pearson PLC (PSO)

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

INCREASED

Shares1,026,055 from 1,012,867

Change+13,188 (+1%)

Value$16.5M (+$373.7K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares465,091 from 384,989

Change+80,102 (+21%)

Value$7.5M (+$1.3M)

Filed 2026-11-02

ABC Arbitrage SA

INCREASED

Shares319,150 from 281,169

Change+37,981 (+14%)

Value$5.1M (+$654.6K)

Filed 2026-10-23

Ethic Inc.

INCREASED

Shares140,511 from 112,721

Change+27,790 (+25%)

Value$2.3M (+$464.1K)

Filed 2026-11-03

Crossmark Global Holdings, Inc.

DECREASED

Shares132,918 from 139,170

Change-6,252 (-4%)

Value$2.1M (-$78.1K)

Filed 2026-10-21

Archford Capital Strategies, LLC

NEW

Shares93,038

Change+93,038

Value$1.5M

Filed 2026-10-19

Leuthold Group, LLC

INCREASED

Shares76,058 from 46,222

Change+29,836 (+65%)

Value$1.2M (+$486.3K)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares62,173 from 62,075

Change+98 (+0%)

Value$997.9K (+$11.5K)

Filed 2026-11-05

US Bancorp \de\

DECREASED

Shares56,025 from 56,277

Change-252 (0%)

Value$899.2K (+$5.0K)

Filed 2026-11-05

Quadrant Capital Group LLC

INCREASED

Shares49,602 from 49,462

Change+140 (+0%)

Value$863.1K (+$77.1K)

Filed 2026-10-20

Abacus Wealth Partners, LLC

INCREASED

Shares49,069 from 48,853

Change+216 (+0%)

Value$787.6K (+$11.3K)

Filed 2026-11-03

Aaron Wealth Advisors LLC

INCREASED

Shares40,624 from 40,355

Change+269 (+1%)

Value$652.0K (+$10.8K)

Filed 2026-10-13

Atria Investments, Inc

DECREASED

Shares33,958 from 35,504

Change-1,546 (-4%)

Value$545.0K (-$19.1K)

Filed 2026-10-15

Vise Technologies, Inc.

INCREASED

Shares33,543 from 26,544

Change+6,999 (+26%)

Value$538.4K (+$116.6K)

Filed 2026-10-29

Evergreen Capital Management LLC

DECREASED

Shares28,851 from 30,087

Change-1,236 (-4%)

Value$463.1K (-$15.0K)

Filed 2026-10-23

Prospera Financial Services Inc

INCREASED

Shares28,616 from 27,482

Change+1,134 (+4%)

Value$497.0K (+$60.4K)

Filed 2026-11-04

Cordatus Wealth Management LLC

INCREASED

Shares28,060 from 27,482

Change+578 (+2%)

Value$450.3K (+$13.7K)

Filed 2026-10-19

Signaturefd, LLC

INCREASED

Shares22,404 from 20,809

Change+1,595 (+8%)

Value$359.6K (+$28.9K)

Filed 2026-10-23

Jnba Financial Advisors

UNCHANGED

Shares21,252 from 21,252

Change0 (0%)

Value$341.1K (+$3.4K)

Filed 2026-11-03

Versant Capital Management, Inc

DECREASED

Shares20,681 from 21,176

Change-495 (-2%)

Value$331.9K (-$4.6K)

Filed 2026-10-02

Truist Financial Corp

INCREASED

Shares20,187 from 20,037

Change+150 (+1%)

Value$324.0K (+$5.6K)

Filed 2026-10-30

Joel Isaacson & Co., LLC

UNCHANGED

Shares18,979 from 18,979

Change0 (0%)

Value$304.6K (+$3.0K)

Filed 2026-11-05

Perigon Wealth Management, LLC

DECREASED

Shares17,378 from 17,379

Change-1 (0%)

Value$278.9K (+$2.8K)

Filed 2026-10-22

Park Avenue Securities LLC

INCREASED

Shares16,552 from 16,494

Change+58 (+0%)

Value$266 (-$261.7K)

Filed 2026-10-26

First Affirmative Financial Network

NEW

Shares16,216

Change+16,216

Value$260.3K

Filed 2026-10-21

Choreo, LLC

DECREASED

Shares15,245 from 15,254

Change-9 (0%)

Value$244.7K (+$2.3K)

Filed 2026-10-28

Mather Group, Llc.

UNCHANGED

Shares14,745 from 14,745

Change0 (0%)

Value$236.7K (+$2.4K)

Filed 2026-10-14

Crane Advisory, LLC

UNCHANGED

Shares13,705 from 13,705

Change0 (0%)

Value$222.6K (-$8.9K)

Filed 2026-10-13

Great Waters Wealth Management

DECREASED

Shares13,651 from 16,800

Change-3,149 (-19%)

Value$219.1K (-$47.8K)

Filed 2026-10-07

Genus Capital Management Inc.

UNCHANGED

Shares13,260 from 13,260

Change0 (0%)

Value$212.8K (+$2.1K)

Filed 2026-11-04

Allspring Global Investments Holdings, LLC

INCREASED

Shares12,911 from 12,564

Change+347 (+3%)

Value$208.1K (-$882)

Filed 2026-11-04

Transmarket Holdings LP

NEW

Shares12,820

Change+12,820

Value$205.8K

Filed 2026-10-27

SmartHarvest Portfolios, LLC

DECREASED

Shares12,546 from 13,403

Change-857 (-6%)

Value$201.4K (-$11.6K)

Filed 2026-10-26

Parallel Advisors, LLC

DECREASED

Shares12,459 from 12,533

Change-74 (-1%)

Value$200.0K (+$818)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

NEW

Shares11,749

Change+11,749

Value$195.4K

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares11,443 from 10,701

Change+742 (+7%)

Value$183.7K (+$13.6K)

Filed 2026-11-02

Keybank National Association

DECREASED

Shares11,437 from 19,015

Change-7,578 (-40%)

Value$183.6K (-$118.6K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares9,440 from 8,880

Change+560 (+6%)

Value$151.5K (+$10.4K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares8,146 from 8,082

Change+64 (+1%)

Value$130.7K (+$2.3K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares7,344 from 7,459

Change-115 (-2%)

Value$117.9K (-$653)

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares6,982 from 6,418

Change+564 (+9%)

Value$112.1K (+$10.5K)

Filed 2026-10-08

Hilltop National Bank

UNCHANGED

Shares5,585 from 5,585

Change0 (0%)

Value$89.6K (+$893)

Filed 2026-10-14

Assetmark, Inc

INCREASED

Shares4,076 from 1,568

Change+2,508 (+160%)

Value$65.4K (+$40.5K)

Filed 2026-10-21

Cromwell Holdings LLC

UNCHANGED

Shares3,761 from 3,761

Change0 (0%)

Value$60.4K (+$602)

Filed 2026-10-28

Larson Financial Group LLC

INCREASED

Shares2,519 from 2,382

Change+137 (+6%)

Value$40.4K (+$2.6K)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares2,050 from 1,166

Change+884 (+76%)

Value$32.9K (+$14.4K)

Filed 2026-11-04

Fifth Third Bancorp

UNCHANGED

Shares1,934 from 1,934

Change0 (0%)

Value$31.0K (+$310)

Filed 2026-11-05

Princeton Global Asset Management LLC

UNCHANGED

Shares767 from 767

Change0 (0%)

Value$12.3K (+$122)

Filed 2026-10-21

GHP Investment Advisors, Inc.

INCREASED

Shares746 from 741

Change+5 (+1%)

Value$12.0K (+$197)

Filed 2026-10-15

TD Private Client Wealth LLC

INCREASED

Shares683 from 651

Change+32 (+5%)

Value$11.0K (+$618)

Filed 2026-10-28

Owl Creek Wealth Partners LLC

INCREASED

Shares626 from 605

Change+21 (+3%)

Value$10.0K (+$434)

Filed 2026-10-20

First Command Advisory Services, Inc.

INCREASED

Shares620 from 129

Change+491 (+381%)

Value$10.0K (+$7.9K)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

DECREASED

Shares595 from 725

Change-130 (-18%)

Value$9.6K (-$2.0K)

Filed 2026-11-05

Bell Investment Advisors, Inc

INCREASED

Shares594 from 540

Change+54 (+10%)

Value$9.5K (+$953)

Filed 2026-10-29

Ares Financial Consulting, LLC

UNCHANGED

Shares568 from 568

Change0 (0%)

Value$9.1K (+$90)

Filed 2026-10-19

Provenance Wealth Advisors, LLC

NEW

Shares500

Change+500

Value$8.0K

Filed 2026-10-30

Blue Trust, Inc.

DECREASED

Shares457 from 3,869

Change-3,412 (-88%)

Value$7.3K (-$54.1K)

Filed 2026-10-15

Parkside Financial Bank & Trust

UNCHANGED

Shares442 from 442

Change0 (0%)

Value$7.1K (+$71)

Filed 2026-10-27

Proathlete Wealth Management LLC

NEW

Shares419

Change+419

Value$6.7K

Filed 2026-10-15

Financial Consulate, Inc

INCREASED

Shares409 from 380

Change+29 (+8%)

Value$6.6K (+$526)

Filed 2026-10-23

James T. Borello RIA

UNCHANGED

Shares391 from 391

Change0 (0%)

Value$6.3K (+$63)

Filed 2026-10-16

Manchester Capital Management LLC

UNCHANGED

Shares367 from 367

Change0 (0%)

Value$5.9K (+$59)

Filed 2026-10-22

Salomon & Ludwin, LLC

UNCHANGED

Shares295 from 295

Change0 (0%)

Value$4.7K (-$100)

Filed 2026-10-29

Simplex Trading, LLC

INCREASED

Shares204 from 180

Change+24 (+13%)

Value$3.3K (+$414)

Filed 2026-11-04

SJS Investment Consulting Inc.

UNCHANGED

Shares204 from 204

Change0 (0%)

Value$3.3K (+$33)

Filed 2026-10-26

Signature Equity Partners, LLC

INCREASED

Shares192 from 127

Change+65 (+51%)

Value$3.1K (+$1.1K)

Filed 2026-10-29

True Wealth Design, LLC

INCREASED

Shares178 from 135

Change+43 (+32%)

Value$2.9K (+$711)

Filed 2026-10-13

Retirement Wealth Solutions LLC

DECREASED

Shares161 from 172

Change-11 (-6%)

Value$2.6K (-$149)

Filed 2026-10-07

West Financial Advisors, LLC

NEW

Shares148

Change+148

Value$2.4K

Filed 2026-10-22

JFS Wealth Advisors, LLC

UNCHANGED

Shares135 from 135

Change0 (0%)

Value$2.2K (+$21)

Filed 2026-11-03

SBI Securities Co., Ltd.

DECREASED

Shares122 from 125

Change-3 (-2%)

Value$2.0K (-$28)

Filed 2026-10-22

Ascentis Wealth Management, LLC

NEW

Shares103

Change+103

Value$1.7K

Filed 2026-11-03

Essential Partners LLC

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$1.4K (+$14)

Filed 2026-10-14

MV Capital Management, Inc.

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$1.4K (+$14)

Filed 2026-10-29

American Capital Advisory, LLC

UNCHANGED

Shares82 from 82

Change0 (0%)

Value$1.3K (+$14)

Filed 2026-10-28

Arlington Trust Co LLC

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$1.2K (+$12)

Filed 2026-10-20

Breakwater Investment Management

NEW

Shares67

Change+67

Value$1.1K

Filed 2026-10-20

Jacobi Capital Management LLC

NEW

Shares63

Change+63

Value$1.0K

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares60

Change+60

Value$963

Filed 2026-10-21

Burk Holdings LLC

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$867 (+$9)

Filed 2026-11-05

Creative Financial Designs Inc

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$867 (+$9)

Filed 2026-11-04

UMB Private Wealth Management, LLC

NEW

Shares51

Change+51

Value$819

Filed 2026-10-19

Planning Strategies Inc.

NEW

Shares25

Change+25

Value$401

Filed 2026-10-02

Monetary Solutions, Ltd

INCREASED

Shares9 from 6

Change+3 (+50%)

Value$144 (+$49)

Filed 2026-10-22

Nisa Investment Advisors, LLC

NEW

Shares5

Change+5

Value$80

Filed 2026-10-20

Key FInancial Inc

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$48 ($0)

Filed 2026-11-02

Gilpin Wealth Management, LLC

NEW

Shares2

Change+2

Value$33

Filed 2026-10-09

Formidable Asset Management, LLC

CLOSED

Shares0 from 20,929

Change-20,929 (-100%)

Value$0 (-$332.6K)

Filed 2026-11-03

Johnson Financial Group, LLC

CLOSED

Shares0 from 19,903

Change-19,903 (-100%)

Value$0 (-$316.3K)

Filed 2026-11-03

Albion Financial Group

CLOSED

Shares0 from 252

Change-252 (-100%)

Value$0 (-$4.0K)

Filed 2026-10-21

Cornerstone Planning Group LLC

CLOSED

Shares0 from 80

Change-80 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-16

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$953)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$334)

Filed 2026-10-29

Stone House Investment Management, LLC

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$222)

Filed 2026-10-23

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$159)

Filed 2026-10-27

Morgan Stanley

N/A

Shares— from 4,832,707

Change-4,832,707 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,831,013

Change-2,831,013 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,516,608

Change-2,516,608 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 1,373,260

Change-1,373,260 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 834,389

Change-834,389 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 816,368

Change-816,368 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 675,775

Change-675,775 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 663,777

Change-663,777 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 644,378

Change-644,378 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 587,977

Change-587,977 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 542,055

Change-542,055 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 513,204

Change-513,204 (-100%)

Value—

FMR LLC

N/A

Shares— from 490,355

Change-490,355 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 467,571

Change-467,571 (-100%)

Value—

13D Management LLC

N/A

Shares— from 458,338

Change-458,338 (-100%)

Value—

Renaissance Group LLC

N/A

Shares— from 454,127

Change-454,127 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 308,966

Change-308,966 (-100%)

Value—

UBS Group AG

N/A

Shares— from 295,130

Change-295,130 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 230,275

Change-230,275 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 226,746

Change-226,746 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 224,809

Change-224,809 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 219,863

Change-219,863 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 214,774

Change-214,774 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 197,219

Change-197,219 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 168,254

Change-168,254 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 158,721

Change-158,721 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 158,202

Change-158,202 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 151,566

Change-151,566 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 148,238

Change-148,238 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 147,482

Change-147,482 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 140,339

Change-140,339 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 132,856

Change-132,856 (-100%)

Value—

Barclays PLC

N/A

Shares— from 124,608

Change-124,608 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 107,879

Change-107,879 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 102,397

Change-102,397 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 91,642

Change-91,642 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 80,281

Change-80,281 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 79,604

Change-79,604 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 75,835

Change-75,835 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 73,671

Change-73,671 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 71,671

Change-71,671 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 69,610

Change-69,610 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 59,204

Change-59,204 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 54,046

Change-54,046 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 52,601

Change-52,601 (-100%)

Value—

Farringdon Capital, Ltd.

N/A

Shares— from 45,260

Change-45,260 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 43,329

Change-43,329 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 42,133

Change-42,133 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 41,459

Change-41,459 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 40,867

Change-40,867 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 37,437

Change-37,437 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 35,780

Change-35,780 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 34,700

Change-34,700 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 32,849

Change-32,849 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 31,909

Change-31,909 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 30,521

Change-30,521 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 28,349

Change-28,349 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 28,322

Change-28,322 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 27,251

Change-27,251 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 27,102

Change-27,102 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 26,922

Change-26,922 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 26,872

Change-26,872 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 26,819

Change-26,819 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 25,507

Change-25,507 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 24,784

Change-24,784 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 24,200

Change-24,200 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 23,898

Change-23,898 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 23,346

Change-23,346 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 22,540

Change-22,540 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 21,205

Change-21,205 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 20,654

Change-20,654 (-100%)

Value—

FCA Corp

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 19,618

Change-19,618 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 19,400

Change-19,400 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 17,617

Change-17,617 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 17,234

Change-17,234 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 16,700

Change-16,700 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 16,001

Change-16,001 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 15,678

Change-15,678 (-100%)

Value—

Promethos Capital, LLC

N/A

Shares— from 14,380

Change-14,380 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14,032

Change-14,032 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 13,875

Change-13,875 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 13,709

Change-13,709 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 13,615

Change-13,615 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 13,514

Change-13,514 (-100%)

Value—

Ellevest, Inc.

N/A

Shares— from 13,451

Change-13,451 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 12,694

Change-12,694 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 12,363

Change-12,363 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 12,259

Change-12,259 (-100%)

Value—

Calydon Capital

N/A

Shares— from 11,894

Change-11,894 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 11,890

Change-11,890 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 10,546

Change-10,546 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 9,364

Change-9,364 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 7,502

Change-7,502 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,515

Change-6,515 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,116

Change-5,116 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,635

Change-3,635 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 3,086

Change-3,086 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 1,974

Change-1,974 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,841

Change-1,841 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,694

Change-1,694 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,653

Change-1,653 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 982

Change-982 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 607

Change-607 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 464

Change-464 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 418

Change-418 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 413

Change-413 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 291

Change-291 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 270

Change-270 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 249

Change-249 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 229

Change-229 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 176

Change-176 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 158

Change-158 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 118

Change-118 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 96

Change-96 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 85

Change-85 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 51

Change-51 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 39

Change-39 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 38

Change-38 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 35

Change-35 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 32

Change-32 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 28

Change-28 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 20

Change-20 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,026,055	1,012,867	+13,188	+1%	$16.1M	$16.5M	+$373.7K	2026-11-04
Creative Planning	INCREASED	465,091	384,989	+80,102	+21%	$6.1M	$7.5M	+$1.3M	2026-11-02
ABC Arbitrage SA	INCREASED	319,150	281,169	+37,981	+14%	$4.5M	$5.1M	+$654.6K	2026-10-23
Ethic Inc.	INCREASED	140,511	112,721	+27,790	+25%	$1.8M	$2.3M	+$464.1K	2026-11-03
Crossmark Global Holdings, Inc.	DECREASED	132,918	139,170	-6,252	-4%	$2.2M	$2.1M	-$78.1K	2026-10-21
Archford Capital Strategies, LLC	NEW	93,038	—	+93,038	—	—	$1.5M	—	2026-10-19
Leuthold Group, LLC	INCREASED	76,058	46,222	+29,836	+65%	$734.5K	$1.2M	+$486.3K	2026-11-04
Bank of New York Mellon Corp	INCREASED	62,173	62,075	+98	+0%	$986.4K	$997.9K	+$11.5K	2026-11-05
US Bancorp \de\	DECREASED	56,025	56,277	-252	0%	$894.2K	$899.2K	+$5.0K	2026-11-05
Quadrant Capital Group LLC	INCREASED	49,602	49,462	+140	+0%	$786.0K	$863.1K	+$77.1K	2026-10-20
Abacus Wealth Partners, LLC	INCREASED	49,069	48,853	+216	+0%	$776.3K	$787.6K	+$11.3K	2026-11-03
Aaron Wealth Advisors LLC	INCREASED	40,624	40,355	+269	+1%	$641.2K	$652.0K	+$10.8K	2026-10-13
Atria Investments, Inc	DECREASED	33,958	35,504	-1,546	-4%	$564.2K	$545.0K	-$19.1K	2026-10-15
Vise Technologies, Inc.	INCREASED	33,543	26,544	+6,999	+26%	$421.8K	$538.4K	+$116.6K	2026-10-29
Evergreen Capital Management LLC	DECREASED	28,851	30,087	-1,236	-4%	$478.1K	$463.1K	-$15.0K	2026-10-23
Prospera Financial Services Inc	INCREASED	28,616	27,482	+1,134	+4%	$436.7K	$497.0K	+$60.4K	2026-11-04
Cordatus Wealth Management LLC	INCREASED	28,060	27,482	+578	+2%	$436.7K	$450.3K	+$13.7K	2026-10-19
Signaturefd, LLC	INCREASED	22,404	20,809	+1,595	+8%	$330.7K	$359.6K	+$28.9K	2026-10-23
Jnba Financial Advisors	UNCHANGED	21,252	21,252	0	0%	$337.7K	$341.1K	+$3.4K	2026-11-03
Versant Capital Management, Inc	DECREASED	20,681	21,176	-495	-2%	$336.5K	$331.9K	-$4.6K	2026-10-02
Truist Financial Corp	INCREASED	20,187	20,037	+150	+1%	$318.4K	$324.0K	+$5.6K	2026-10-30
Joel Isaacson & Co., LLC	UNCHANGED	18,979	18,979	0	0%	$301.6K	$304.6K	+$3.0K	2026-11-05
Perigon Wealth Management, LLC	DECREASED	17,378	17,379	-1	0%	$276.1K	$278.9K	+$2.8K	2026-10-22
Park Avenue Securities LLC	INCREASED	16,552	16,494	+58	+0%	$262.0K	$266	-$261.7K	2026-10-26
First Affirmative Financial Network	NEW	16,216	—	+16,216	—	—	$260.3K	—	2026-10-21
Choreo, LLC	DECREASED	15,245	15,254	-9	0%	$242.4K	$244.7K	+$2.3K	2026-10-28
Mather Group, Llc.	UNCHANGED	14,745	14,745	0	0%	$234.3K	$236.7K	+$2.4K	2026-10-14
Crane Advisory, LLC	UNCHANGED	13,705	13,705	0	0%	$231.5K	$222.6K	-$8.9K	2026-10-13
Great Waters Wealth Management	DECREASED	13,651	16,800	-3,149	-19%	$267.0K	$219.1K	-$47.8K	2026-10-07
Genus Capital Management Inc.	UNCHANGED	13,260	13,260	0	0%	$210.7K	$212.8K	+$2.1K	2026-11-04
Allspring Global Investments Holdings, LLC	INCREASED	12,911	12,564	+347	+3%	$208.9K	$208.1K	-$882	2026-11-04
Transmarket Holdings LP	NEW	12,820	—	+12,820	—	—	$205.8K	—	2026-10-27
SmartHarvest Portfolios, LLC	DECREASED	12,546	13,403	-857	-6%	$213.0K	$201.4K	-$11.6K	2026-10-26
Parallel Advisors, LLC	DECREASED	12,459	12,533	-74	-1%	$199.2K	$200.0K	+$818	2026-11-03
Wealth Enhancement Advisory Services, LLC	NEW	11,749	—	+11,749	—	—	$195.4K	—	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	11,443	10,701	+742	+7%	$170.0K	$183.7K	+$13.6K	2026-11-02
Keybank National Association	DECREASED	11,437	19,015	-7,578	-40%	$302.2K	$183.6K	-$118.6K	2026-11-04
Gamma Investing LLC	INCREASED	9,440	8,880	+560	+6%	$141.1K	$151.5K	+$10.4K	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	8,146	8,082	+64	+1%	$128.4K	$130.7K	+$2.3K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	DECREASED	7,344	7,459	-115	-2%	$118.5K	$117.9K	-$653	2026-10-27
Farther Finance Advisors, LLC	INCREASED	6,982	6,418	+564	+9%	$101.6K	$112.1K	+$10.5K	2026-10-08
Hilltop National Bank	UNCHANGED	5,585	5,585	0	0%	$88.7K	$89.6K	+$893	2026-10-14
Assetmark, Inc	INCREASED	4,076	1,568	+2,508	+160%	$24.9K	$65.4K	+$40.5K	2026-10-21
Cromwell Holdings LLC	UNCHANGED	3,761	3,761	0	0%	$59.8K	$60.4K	+$602	2026-10-28
Larson Financial Group LLC	INCREASED	2,519	2,382	+137	+6%	$37.9K	$40.4K	+$2.6K	2026-11-05
Citigroup Inc	INCREASED	2,050	1,166	+884	+76%	$18.5K	$32.9K	+$14.4K	2026-11-04
Fifth Third Bancorp	UNCHANGED	1,934	1,934	0	0%	$30.7K	$31.0K	+$310	2026-11-05
Princeton Global Asset Management LLC	UNCHANGED	767	767	0	0%	$12.2K	$12.3K	+$122	2026-10-21
GHP Investment Advisors, Inc.	INCREASED	746	741	+5	+1%	$11.8K	$12.0K	+$197	2026-10-15
TD Private Client Wealth LLC	INCREASED	683	651	+32	+5%	$10.3K	$11.0K	+$618	2026-10-28
Owl Creek Wealth Partners LLC	INCREASED	626	605	+21	+3%	$9.6K	$10.0K	+$434	2026-10-20
First Command Advisory Services, Inc.	INCREASED	620	129	+491	+381%	$2.1K	$10.0K	+$7.9K	2026-11-05
Silver Grove Financial Group, Inc.	DECREASED	595	725	-130	-18%	$11.5K	$9.6K	-$2.0K	2026-11-05
Bell Investment Advisors, Inc	INCREASED	594	540	+54	+10%	$8.6K	$9.5K	+$953	2026-10-29
Ares Financial Consulting, LLC	UNCHANGED	568	568	0	0%	$9.0K	$9.1K	+$90	2026-10-19
Provenance Wealth Advisors, LLC	NEW	500	—	+500	—	—	$8.0K	—	2026-10-30
Blue Trust, Inc.	DECREASED	457	3,869	-3,412	-88%	$61.5K	$7.3K	-$54.1K	2026-10-15
Parkside Financial Bank & Trust	UNCHANGED	442	442	0	0%	$7.0K	$7.1K	+$71	2026-10-27
Proathlete Wealth Management LLC	NEW	419	—	+419	—	—	$6.7K	—	2026-10-15
Financial Consulate, Inc	INCREASED	409	380	+29	+8%	$6.0K	$6.6K	+$526	2026-10-23
James T. Borello RIA	UNCHANGED	391	391	0	0%	$6.2K	$6.3K	+$63	2026-10-16
Manchester Capital Management LLC	UNCHANGED	367	367	0	0%	$5.8K	$5.9K	+$59	2026-10-22
Salomon & Ludwin, LLC	UNCHANGED	295	295	0	0%	$4.8K	$4.7K	-$100	2026-10-29
Simplex Trading, LLC	INCREASED	204	180	+24	+13%	$2.9K	$3.3K	+$414	2026-11-04
SJS Investment Consulting Inc.	UNCHANGED	204	204	0	0%	$3.2K	$3.3K	+$33	2026-10-26
Signature Equity Partners, LLC	INCREASED	192	127	+65	+51%	$2.0K	$3.1K	+$1.1K	2026-10-29
True Wealth Design, LLC	INCREASED	178	135	+43	+32%	$2.1K	$2.9K	+$711	2026-10-13
Retirement Wealth Solutions LLC	DECREASED	161	172	-11	-6%	$2.7K	$2.6K	-$149	2026-10-07
West Financial Advisors, LLC	NEW	148	—	+148	—	—	$2.4K	—	2026-10-22
JFS Wealth Advisors, LLC	UNCHANGED	135	135	0	0%	$2.1K	$2.2K	+$21	2026-11-03
SBI Securities Co., Ltd.	DECREASED	122	125	-3	-2%	$2.0K	$2.0K	-$28	2026-10-22
Ascentis Wealth Management, LLC	NEW	103	—	+103	—	—	$1.7K	—	2026-11-03
Essential Partners LLC	UNCHANGED	87	87	0	0%	$1.4K	$1.4K	+$14	2026-10-14
MV Capital Management, Inc.	UNCHANGED	86	86	0	0%	$1.4K	$1.4K	+$14	2026-10-29
American Capital Advisory, LLC	UNCHANGED	82	82	0	0%	$1.3K	$1.3K	+$14	2026-10-28
Arlington Trust Co LLC	UNCHANGED	72	72	0	0%	$1.1K	$1.2K	+$12	2026-10-20
Breakwater Investment Management	NEW	67	—	+67	—	—	$1.1K	—	2026-10-20
Jacobi Capital Management LLC	NEW	63	—	+63	—	—	$1.0K	—	2026-11-05
Root Financial Partners, LLC	NEW	60	—	+60	—	—	$963	—	2026-10-21
Burk Holdings LLC	UNCHANGED	54	54	0	0%	$858	$867	+$9	2026-11-05
Creative Financial Designs Inc	UNCHANGED	54	54	0	0%	$858	$867	+$9	2026-11-04
UMB Private Wealth Management, LLC	NEW	51	—	+51	—	—	$819	—	2026-10-19
Planning Strategies Inc.	NEW	25	—	+25	—	—	$401	—	2026-10-02
Monetary Solutions, Ltd	INCREASED	9	6	+3	+50%	$95	$144	+$49	2026-10-22
Nisa Investment Advisors, LLC	NEW	5	—	+5	—	—	$80	—	2026-10-20
Key FInancial Inc	UNCHANGED	3	3	0	0%	$48	$48	$0	2026-11-02
Gilpin Wealth Management, LLC	NEW	2	—	+2	—	—	$33	—	2026-10-09
Formidable Asset Management, LLC	CLOSED	0	20,929	-20,929	-100%	$332.6K	$0	-$332.6K	2026-11-03
Johnson Financial Group, LLC	CLOSED	0	19,903	-19,903	-100%	$316.3K	$0	-$316.3K	2026-11-03
Albion Financial Group	CLOSED	0	252	-252	-100%	$4.0K	$0	-$4.0K	2026-10-21
Cornerstone Planning Group LLC	CLOSED	0	80	-80	-100%	$1.3K	$0	-$1.3K	2026-10-16
Plante Moran Financial Advisors, LLC	CLOSED	0	60	-60	-100%	$953	$0	-$953	2026-11-04
Caitong International Asset Management Co., Ltd	CLOSED	0	21	-21	-100%	$334	$0	-$334	2026-10-29
Stone House Investment Management, LLC	CLOSED	0	14	-14	-100%	$222	$0	-$222	2026-10-23
Cassaday & Co Wealth Management LLC	CLOSED	0	10	-10	-100%	$159	$0	-$159	2026-10-27
Morgan Stanley	N/A	—	4,832,707	-4,832,707	-100%	$76.8M	—	—	—
BlackRock, Inc.	N/A	—	2,831,013	-2,831,013	-100%	$45.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,516,608	-2,516,608	-100%	$40.0M	—	—	—
LMR Partners LLP	N/A	—	1,373,260	-1,373,260	-100%	$21.8M	—	—	—
Invesco Ltd.	N/A	—	834,389	-834,389	-100%	$13.3M	—	—	—
Northern Trust Corp	N/A	—	816,368	-816,368	-100%	$13.0M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	675,775	-675,775	-100%	$10.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	663,777	-663,777	-100%	$10.5M	—	—	—
Quantinno Capital Management LP	N/A	—	644,378	-644,378	-100%	$10.2M	—	—	—
Jane Street Group, LLC	N/A	—	587,977	-587,977	-100%	$9.3M	—	—	—
Alliancebernstein L.P.	N/A	—	542,055	-542,055	-100%	$7.1M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	513,204	-513,204	-100%	$8.2M	—	—	—
FMR LLC	N/A	—	490,355	-490,355	-100%	$7.8M	—	—	—
Point72 Asset Management, L.P.	N/A	—	467,571	-467,571	-100%	$7.4M	—	—	—
13D Management LLC	N/A	—	458,338	-458,338	-100%	$7.3M	—	—	—
Renaissance Group LLC	N/A	—	454,127	-454,127	-100%	$7.2M	—	—	—
Optiver Holding B.V.	N/A	—	308,966	-308,966	-100%	$4.9M	—	—	—
UBS Group AG	N/A	—	295,130	-295,130	-100%	$4.7M	—	—	—
HRT Financial LP	N/A	—	230,275	-230,275	-100%	$3.7M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	226,746	-226,746	-100%	$3.6M	—	—	—
QRG Capital Management, Inc.	N/A	—	224,809	-224,809	-100%	$3.6M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	219,863	-219,863	-100%	$3.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	214,774	-214,774	-100%	$3.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	197,219	-197,219	-100%	$3.1M	—	—	—
Bank of Montreal	N/A	—	168,254	-168,254	-100%	$2.7M	—	—	—
Pathstone Holdings, LLC	N/A	—	158,721	-158,721	-100%	$2.5M	—	—	—
Mariner, LLC	N/A	—	158,202	-158,202	-100%	$2.5M	—	—	—
AQR Capital Management LLC	N/A	—	151,566	-151,566	-100%	$2.4M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	148,238	-148,238	-100%	$2.4M	—	—	—
Millennium Management LLC	N/A	—	147,482	-147,482	-100%	$2.3M	—	—	—
Cerity Partners LLC	N/A	—	140,339	-140,339	-100%	$2.2M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	132,856	-132,856	-100%	$2.1M	—	—	—
Barclays PLC	N/A	—	124,608	-124,608	-100%	$2.0M	—	—	—
Nuveen, LLC	N/A	—	107,879	-107,879	-100%	$1.7M	—	—	—
Natixis Advisors, LLC	N/A	—	102,397	-102,397	-100%	$1.6M	—	—	—
JPMorgan Chase & Co	N/A	—	91,642	-91,642	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	80,281	-80,281	-100%	$1.3M	—	—	—
American Century Companies Inc	N/A	—	79,604	-79,604	-100%	$1.3M	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	75,835	-75,835	-100%	$1.2M	—	—	—
Mercer Global Advisors Inc	N/A	—	73,671	-73,671	-100%	$1.2M	—	—	—
Capital Fund Management S.A.	N/A	—	71,671	-71,671	-100%	$1.1M	—	—	—
Old Mission Capital LLC	N/A	—	69,610	-69,610	-100%	$1.1M	—	—	—
Quantbot Technologies LP	N/A	—	59,204	-59,204	-100%	$940.8K	—	—	—
Vident Advisory, LLC	N/A	—	54,046	-54,046	-100%	$858.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	52,601	-52,601	-100%	$836.0K	—	—	—
Farringdon Capital, Ltd.	N/A	—	45,260	-45,260	-100%	$719.2K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	43,329	-43,329	-100%	$688.5K	—	—	—
Engineers Gate Manager LP	N/A	—	42,133	-42,133	-100%	$669.5K	—	—	—
IEQ Capital, LLC	N/A	—	41,459	-41,459	-100%	$658.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	40,867	-40,867	-100%	$649.4K	—	—	—
Balyasny Asset Management L.P.	N/A	—	37,437	-37,437	-100%	$594.9K	—	—	—
HighTower Advisors, LLC	N/A	—	35,780	-35,780	-100%	$568.5K	—	—	—
MML Investors Services, LLC	N/A	—	34,700	-34,700	-100%	$551.4K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	32,849	-32,849	-100%	$522.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	31,909	-31,909	-100%	$506.5K	—	—	—
Focus Partners Wealth	N/A	—	30,521	-30,521	-100%	$485.0K	—	—	—
Citadel Advisors LLC	N/A	—	28,349	-28,349	-100%	$450.5K	—	—	—
Syon Capital LLC	N/A	—	28,322	-28,322	-100%	$450.0K	—	—	—
Glenmede Trust Co NA	N/A	—	27,251	-27,251	-100%	$433.0K	—	—	—
Tidal Investments LLC	N/A	—	27,102	-27,102	-100%	$430.7K	—	—	—
Russell Investments Group, Ltd.	N/A	—	26,922	-26,922	-100%	$427.8K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	26,872	-26,872	-100%	$427.0K	—	—	—
Ballentine Partners, LLC	N/A	—	26,819	-26,819	-100%	$426.2K	—	—	—
Savant Capital, LLC	N/A	—	25,507	-25,507	-100%	$387.7K	—	—	—
Entropy Technologies, LP	N/A	—	24,784	-24,784	-100%	$393.8K	—	—	—
Winton Group Ltd	N/A	—	24,200	-24,200	-100%	$384.5K	—	—	—
XTX Topco Ltd	N/A	—	23,898	-23,898	-100%	$379.7K	—	—	—
First Trust Advisors LP	N/A	—	23,346	-23,346	-100%	$371.0K	—	—	—
Ameriprise Financial Inc	N/A	—	22,540	-22,540	-100%	$358.2K	—	—	—
Keebeck Wealth Management	N/A	—	21,205	-21,205	-100%	$336.9K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	20,654	-20,654	-100%	$328.2K	—	—	—
FCA Corp	N/A	—	20,000	-20,000	-100%	$317.8K	—	—	—
Neuberger Berman Group LLC	N/A	—	19,618	-19,618	-100%	$311.7K	—	—	—
Two Sigma Investments, LP	N/A	—	19,400	-19,400	-100%	$308.3K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	17,617	-17,617	-100%	$279.9K	—	—	—
Caprock Group, LLC	N/A	—	17,234	-17,234	-100%	$273.8K	—	—	—
Rhumbline Advisers	N/A	—	16,700	-16,700	-100%	$265.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	16,001	-16,001	-100%	$254.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	15,678	-15,678	-100%	$249.1K	—	—	—
Promethos Capital, LLC	N/A	—	14,380	-14,380	-100%	$228.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	14,032	-14,032	-100%	$218.1K	—	—	—
Franklin Resources Inc	N/A	—	13,875	-13,875	-100%	$220.5K	—	—	—
Bridgewater Advisors Inc.	N/A	—	13,709	-13,709	-100%	$229.8K	—	—	—
M&T Bank Corp	N/A	—	13,615	-13,615	-100%	$216.6K	—	—	—
LPL Financial LLC	N/A	—	13,514	-13,514	-100%	$214.7K	—	—	—
Ellevest, Inc.	N/A	—	13,451	-13,451	-100%	$213.7K	—	—	—
Venturi Wealth Management, LLC	N/A	—	12,694	-12,694	-100%	$201.7K	—	—	—
Cetera Investment Advisers	N/A	—	12,363	-12,363	-100%	$196.4K	—	—	—
Summit Trail Advisors, LLC	N/A	—	12,259	-12,259	-100%	$194.8K	—	—	—
Calydon Capital	N/A	—	11,894	-11,894	-100%	$189.0K	—	—	—
Callan Family Office, LLC	N/A	—	11,890	-11,890	-100%	$188.9K	—	—	—
Modern Wealth Management, LLC	N/A	—	10,546	-10,546	-100%	$167.6K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	9,364	-9,364	-100%	$148.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	7,502	-7,502	-100%	$117.0K	—	—	—
Royal Bank of Canada	N/A	—	6,515	-6,515	-100%	$104.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,116	-5,116	-100%	$81.3K	—	—	—
Wells Fargo & Company	N/A	—	3,635	-3,635	-100%	$57.8K	—	—	—
Clearstead Advisors, LLC	N/A	—	3,086	-3,086	-100%	$49.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	1,974	-1,974	-100%	$31.4K	—	—	—
Arax Advisory Partners	N/A	—	1,841	-1,841	-100%	$29.3K	—	—	—
Rothschild Investment LLC	N/A	—	1,694	-1,694	-100%	$26.9K	—	—	—
WealthCollab, LLC	N/A	—	1,653	-1,653	-100%	$26.3K	—	—	—
Addison Advisors LLC	N/A	—	1,100	-1,100	-100%	$17.5K	—	—	—
Park Place Capital Corp	N/A	—	982	-982	-100%	$15.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	607	-607	-100%	$9.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	464	-464	-100%	$7.4K	—	—	—
Allworth Financial LP	N/A	—	418	-418	-100%	$6.6K	—	—	—
UMB Bank, n.a.	N/A	—	413	-413	-100%	$6.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	291	-291	-100%	$4.6K	—	—	—
Bessemer Group Inc	N/A	—	270	-270	-100%	$4	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	249	-249	-100%	$4.0K	—	—	—
Manning & Napier Advisors LLC	N/A	—	229	-229	-100%	$3.6K	—	—	—
IMA Advisory Services, Inc.	N/A	—	176	-176	-100%	$2.8K	—	—	—
GW&K Investment Management, LLC	N/A	—	158	-158	-100%	$3	—	—	—
Cornerstone Financial Management LLC	N/A	—	118	-118	-100%	$1.9K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	101	-101	-100%	$1.6K	—	—	—
CVA Family Office, LLC	N/A	—	96	-96	-100%	$1.5K	—	—	—
Harbour Investments, Inc.	N/A	—	85	-85	-100%	$1.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	66	-66	-100%	$1.0K	—	—	—
SHP Wealth Management	N/A	—	51	-51	-100%	$810	—	—	—
Bogart Wealth, LLC	N/A	—	45	-45	-100%	$715	—	—	—
Huntington National Bank	N/A	—	39	-39	-100%	$620	—	—	—
Zions Bancorporation, National Association	N/A	—	38	-38	-100%	$604	—	—	—
Kilter Group LLC	N/A	—	37	-37	-100%	$588	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	35	-35	-100%	$557	—	—	—
BFC Planning, Inc.	N/A	—	32	-32	-100%	$509	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	28	-28	-100%	$445	—	—	—
MidFirst Bank	N/A	—	20	-20	-100%	$318	—	—	—
Highland Investment Advisors LLC	N/A	—	10	-10	-100%	$159	—	—	—
LRI Investments, LLC	N/A	—	9	-9	-100%	$143	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	8	-8	-100%	$127	—	—	—
Whittier Trust Co	N/A	—	6	-6	-100%	$99	—	—	—

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