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Pennymac Financial Services (PFSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares2,400,408 from 2,130,571
Change+269,837 (+13%)
Value$148.2M (-$37.4M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares314,359 from 303,380
Change+10,979 (+4%)
Value$19.4M (-$7.0M)
Filed 2026-11-05
Lightrock Netherlands B.V.
DECREASED
Shares137,600 from 152,713
Change-15,113 (-10%)
Value$8.5M (-$4.8M)
Filed 2026-11-06
Prescott Group Capital Management, L.L.C.
DECREASED
Shares60,809 from 124,963
Change-64,154 (-51%)
Value$3.8M (-$7.1M)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares46,646 from 51,412
Change-4,766 (-9%)
Value$2.9M (-$1.6M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares40,013 from 9,616
Change+30,397 (+316%)
Value$2.5M (+$1.6M)
Filed 2026-11-02
Wolverine Asset Management LLC
INCREASED
Shares34,578 from 3,136
Change+31,442 (+1003%)
Value$2.1M (+$1.9M)
Filed 2026-11-02
Imc-Chicago, LLC
INCREASED
Shares20,322 from 11,626
Change+8,696 (+75%)
Value$1.3M (+$241.6K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares20,018 from 35,783
Change-15,765 (-44%)
Value$1.2M (-$1.9M)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
INCREASED
Shares15,486 from 13,364
Change+2,122 (+16%)
Value$955.8K (-$208.2K)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares12,786 from 26,502
Change-13,716 (-52%)
Value$789.2K (-$1.5M)
Filed 2026-11-06
Fulcrum Asset Management LLP
INCREASED
Shares8,777 from 4,446
Change+4,331 (+97%)
Value$558.3K (+$175.3K)
Filed 2026-11-04
Arizona State Retirement System
INCREASED
Shares8,410 from 8,277
Change+133 (+2%)
Value$519.1K (-$201.9K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares6,252
Change+6,252
Value$383.5K
Filed 2026-10-13
Berman McAleer LLC
NEW
Shares6,000
Change+6,000
Value$370.3K
Filed 2026-10-16
State of Wyoming
INCREASED
Shares5,809 from 5,273
Change+536 (+10%)
Value$358.5K (-$100.7K)
Filed 2026-10-28
Pictet Asset Management Holding SA
UNCHANGED
Shares4,923 from 4,923
Change0 (0%)
Value$303.8K (-$124.9K)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares3,768 from 3,930
Change-162 (-4%)
Value$232.6K (-$109.7K)
Filed 2026-10-29
Nykredit A/S
UNCHANGED
Shares2,244 from 2,244
Change0 (0%)
Value$138.5K (-$57.0K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
INCREASED
Shares1,405 from 491
Change+914 (+186%)
Value$87 (-$42.9K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
NEW
Shares1,173
Change+1,173
Value$72.4K
Filed 2026-11-06
Versant Capital Management, Inc
NEW
Shares1,150
Change+1,150
Value$71.0K
Filed 2026-10-02
Fifth Third Bancorp
INCREASED
Shares957 from 252
Change+705 (+280%)
Value$59.1K (+$37.1K)
Filed 2026-11-05
KBC Group NV
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$57 (-$80.9K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares770 from 423
Change+347 (+82%)
Value$48 (-$37.0K)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares585 from 605
Change-20 (-3%)
Value$36.1K (-$16.6K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares561 from 787
Change-226 (-29%)
Value$34.6K (-$33.9K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares438 from 106
Change+332 (+313%)
Value$27.0K (+$17.8K)
Filed 2026-10-08
Simplex Trading, LLC
NEW
Shares358
Change+358
Value$22.1K
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares351
Change+351
Value$21.7K
Filed 2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$17.8K (-$7.3K)
Filed 2026-11-05
Bayforest Capital Ltd
NEW
Shares251
Change+251
Value$15.5K
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares226 from 174
Change+52 (+30%)
Value$13.9K (-$1.2K)
Filed 2026-10-23
Nisa Investment Advisors, LLC
DECREASED
Shares223 from 239
Change-16 (-7%)
Value$13.8K (-$7.1K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares173 from 164
Change+9 (+5%)
Value$10.7K (-$3.6K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares165 from 75
Change+90 (+120%)
Value$10.2K (+$3.7K)
Filed 2026-10-08
Parkside Financial Bank & Trust
DECREASED
Shares140 from 178
Change-38 (-21%)
Value$8.6K (-$6.9K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
NEW
Shares115
Change+115
Value$7.1K
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$6.5K (-$2.7K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares88 from 144
Change-56 (-39%)
Value$5.4K (-$7.1K)
Filed 2026-11-04
SBI Securities Co., Ltd.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.9K (-$2.0K)
Filed 2026-10-22
Torren Management, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.9K (-$2.0K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares56 from 5
Change+51 (+1020%)
Value$3.5K (+$3.0K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares46
Change+46
Value$2.8K
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares44 from 42
Change+2 (+5%)
Value$2.7K (-$943)
Filed 2026-10-13
JFS Wealth Advisors, LLC
DECREASED
Shares38 from 51
Change-13 (-25%)
Value$2.3K (-$2.1K)
Filed 2026-11-03
Bare Financial Services, Inc
INCREASED
Shares33 from 6
Change+27 (+450%)
Value$2.0K (+$1.5K)
Filed 2026-11-04
Marquette Asset Management, LLC
NEW
Shares23
Change+23
Value$1.4K
Filed 2026-10-09
SJS Investment Consulting Inc.
INCREASED
Shares23 from 11
Change+12 (+109%)
Value$1.4K (+$461)
Filed 2026-10-26
Bell Investment Advisors, Inc
DECREASED
Shares22 from 28
Change-6 (-21%)
Value$1.4K (-$1.1K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares15
Change+15
Value$926
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares12 from 24
Change-12 (-50%)
Value$741 (-$1.3K)
Filed 2026-11-03
Fortitude Family Office, LLC
DECREASED
Shares11 from 34
Change-23 (-68%)
Value$679 (-$2.3K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares8
Change+8
Value$493
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$494 (-$203)
Filed 2026-10-22
Private Wealth Management Group, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$494 (-$203)
Filed 2026-10-19
Larson Financial Group LLC
DECREASED
Shares7 from 33
Change-26 (-79%)
Value$432 (-$2.4K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
DECREASED
Shares7 from 10
Change-3 (-30%)
Value$433 (-$438)
Filed 2026-10-16
Planning Strategies Inc.
NEW
Shares6
Change+6
Value$370
Filed 2026-10-02
Clearstead Advisors, LLC
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$371 (-$65)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
NEW
Shares3
Change+3
Value$185
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
DECREASED
Shares3 from 13
Change-10 (-77%)
Value$185 (-$947)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$124 (-$51)
Filed 2026-10-15
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$62 (-$26)
Filed 2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$62 (-$26)
Filed 2026-10-15
Natixis
CLOSED
Shares0 from 4,400
Change-4,400 (-100%)
Value$0 (-$383.2K)
Filed 2026-11-06
Vise Technologies, Inc.
CLOSED
Shares0 from 3,591
Change-3,591 (-100%)
Value$0 (-$312.7K)
Filed 2026-10-29
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 3,495
Change-3,495 (-100%)
Value$0 (-$304.4K)
Filed 2026-10-16
Cooper Financial Group
CLOSED
Shares0 from 3,099
Change-3,099 (-100%)
Value$0 (-$270.0K)
Filed 2026-10-07
Xponance LLC
CLOSED
Shares0 from 2,986
Change-2,986 (-100%)
Value$0 (-$260.1K)
Filed 2026-11-03
Hohimer Wealth Management, LLC
CLOSED
Shares0 from 2,467
Change-2,467 (-100%)
Value$0 (-$214.9K)
Filed 2026-11-04
Essential Partners LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-14
Blue Trust, Inc.
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-15
Creative Capital Management Investments LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-28
Valued Wealth Advisors LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$959)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$697)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$261)
Filed 2026-10-07
Navigoe, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-04
DecisionPoint Financial, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$170)
Filed 2026-10-27
Hughes Financial Services, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$174)
Filed 2026-10-30
MFN Partners Management, LP
N/A
Shares— from 4,531,792
Change-4,531,792 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 3,921,911
Change-3,921,911 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,327,613
Change-2,327,613 (-100%)
Value—
Donald Smith & Co., Inc.
N/A
Shares— from 1,882,201
Change-1,882,201 (-100%)
Value—
Rubric Capital Management LPA
N/A
Shares— from 1,700,000
Change-1,700,000 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,659,677
Change-1,659,677 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,293,868
Change-1,293,868 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,007,153
Change-1,007,153 (-100%)
Value—
State Street Corp
N/A
Shares— from 922,212
Change-922,212 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 819,763
Change-819,763 (-100%)
Value—
FMR LLC
N/A
Shares— from 807,585
Change-807,585 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 758,664
Change-758,664 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 649,995
Change-649,995 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 496,742
Change-496,742 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 482,441
Change-482,441 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 449,157
Change-449,157 (-100%)
Value—
Senvest Management, LLC
N/A
Shares— from 401,757
Change-401,757 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 397,792
Change-397,792 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 396,103
Change-396,103 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 348,769
Change-348,769 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 341,593
Change-341,593 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 286,228
Change-286,228 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 273,555
Change-273,555 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 271,423
Change-271,423 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 209,900
Change-209,900 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 203,262
Change-203,262 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 195,024
Change-195,024 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 193,008
Change-193,008 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 192,334
Change-192,334 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 169,696
Change-169,696 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 159,766
Change-159,766 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 129,357
Change-129,357 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 129,279
Change-129,279 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 126,725
Change-126,725 (-100%)
Value—
Inherent Management Corp.
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 106,161
Change-106,161 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 105,408
Change-105,408 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 92,167
Change-92,167 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 88,378
Change-88,378 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 88,139
Change-88,139 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 80,036
Change-80,036 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 74,800
Change-74,800 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 72,721
Change-72,721 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 69,886
Change-69,886 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 69,057
Change-69,057 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 68,681
Change-68,681 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 66,100
Change-66,100 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 61,664
Change-61,664 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 60,260
Change-60,260 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 60,135
Change-60,135 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 60,100
Change-60,100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 53,817
Change-53,817 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 50,121
Change-50,121 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 49,224
Change-49,224 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 48,903
Change-48,903 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 46,038
Change-46,038 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 44,571
Change-44,571 (-100%)
Value—
Norges Bank
N/A
Shares— from 42,415
Change-42,415 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 42,294
Change-42,294 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 36,172
Change-36,172 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 35,407
Change-35,407 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 35,045
Change-35,045 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 34,817
Change-34,817 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 34,575
Change-34,575 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 33,324
Change-33,324 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 31,370
Change-31,370 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 30,830
Change-30,830 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 28,004
Change-28,004 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 27,143
Change-27,143 (-100%)
Value—
Man Group plc
N/A
Shares— from 25,923
Change-25,923 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 25,837
Change-25,837 (-100%)
Value—
Varcov Co.
N/A
Shares— from 25,394
Change-25,394 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 19,665
Change-19,665 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 17,477
Change-17,477 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 15,006
Change-15,006 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 14,852
Change-14,852 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,629
Change-14,629 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 14,457
Change-14,457 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 14,255
Change-14,255 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 13,825
Change-13,825 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 13,514
Change-13,514 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 12,935
Change-12,935 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 12,007
Change-12,007 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 10,403
Change-10,403 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 10,216
Change-10,216 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 9,599
Change-9,599 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 8,166
Change-8,166 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,777
Change-6,777 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,599
Change-5,599 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 5,507
Change-5,507 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 5,507
Change-5,507 (-100%)
Value—
CSS LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Amundi
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Allstate Corp
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 954
Change-954 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 910
Change-910 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 818
Change-818 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 473
Change-473 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 448
Change-448 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 320
Change-320 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 228
Change-228 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 165
Change-165 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 53
Change-53 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 43
Change-43 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 30
Change-30 (-100%)
Value—
Quarry LP
N/A
Shares— from 24
Change-24 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED2,400,4082,130,571+269,837+13%$185.6M$148.2M-$37.4M2026-11-04
Bank of New York Mellon Corp
INCREASED314,359303,380+10,979+4%$26.4M$19.4M-$7.0M2026-11-05
Lightrock Netherlands B.V.
DECREASED137,600152,713-15,113-10%$13.3M$8.5M-$4.8M2026-11-06
Prescott Group Capital Management, L.L.C.
DECREASED60,809124,963-64,154-51%$10.9M$3.8M-$7.1M2026-10-30
Citigroup Inc
DECREASED46,64651,412-4,766-9%$4.5M$2.9M-$1.6M2026-11-04
Creative Planning
INCREASED40,0139,616+30,397+316%$837.6K$2.5M+$1.6M2026-11-02
Wolverine Asset Management LLC
INCREASED34,5783,136+31,442+1003%$273.1K$2.1M+$1.9M2026-11-02
Imc-Chicago, LLC
INCREASED20,32211,626+8,696+75%$1.0M$1.3M+$241.6K2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED20,01835,783-15,765-44%$3.1M$1.2M-$1.9M2026-10-16
State of New Jersey Common Pension Fund D
INCREASED15,48613,364+2,122+16%$1.2M$955.8K-$208.2K2026-11-05
Barclays PLC
DECREASED12,78626,502-13,716-52%$2.3M$789.2K-$1.5M2026-11-06
Fulcrum Asset Management LLP
INCREASED8,7774,446+4,331+97%$383.0K$558.3K+$175.3K2026-11-04
Arizona State Retirement System
INCREASED8,4108,277+133+2%$720.9K$519.1K-$201.9K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW6,252—+6,252——$383.5K—2026-10-13
Berman McAleer LLC
NEW6,000—+6,000——$370.3K—2026-10-16
State of Wyoming
INCREASED5,8095,273+536+10%$459.3K$358.5K-$100.7K2026-10-28
Pictet Asset Management Holding SA
UNCHANGED4,9234,92300%$428.8K$303.8K-$124.9K2026-11-03
ProShare Advisors LLC
DECREASED3,7683,930-162-4%$342.3K$232.6K-$109.7K2026-10-29
Nykredit A/S
UNCHANGED2,2442,24400%$195.5K$138.5K-$57.0K2026-11-06
Harbor Capital Advisors, Inc.
INCREASED1,405491+914+186%$43.0K$87-$42.9K2026-10-22
PNC Financial Services Group, Inc.
NEW1,173—+1,173——$72.4K—2026-11-06
Versant Capital Management, Inc
NEW1,150—+1,150——$71.0K—2026-10-02
Fifth Third Bancorp
INCREASED957252+705+280%$22.0K$59.1K+$37.1K2026-11-05
KBC Group NV
UNCHANGED92592500%$81.0K$57-$80.9K2026-10-22
Covestor Ltd
INCREASED770423+347+82%$37.0K$48-$37.0K2026-10-30
Sterling Capital Management LLC
DECREASED585605-20-3%$52.7K$36.1K-$16.6K2026-10-22
US Bancorp \de\
DECREASED561787-226-29%$68.5K$34.6K-$33.9K2026-11-05
Gamma Investing LLC
INCREASED438106+332+313%$9.2K$27.0K+$17.8K2026-10-08
Simplex Trading, LLC
NEW358—+358——$22.1K—2026-11-04
Heritage Family Offices, LLP
NEW351—+351——$21.7K—2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED28828800%$25.1K$17.8K-$7.3K2026-11-05
Bayforest Capital Ltd
NEW251—+251——$15.5K—2026-11-03
Signaturefd, LLC
INCREASED226174+52+30%$15.2K$13.9K-$1.2K2026-10-23
Nisa Investment Advisors, LLC
DECREASED223239-16-7%$20.8K$13.8K-$7.1K2026-10-20
IFP Advisors, Inc
INCREASED173164+9+5%$14.3K$10.7K-$3.6K2026-10-16
Farther Finance Advisors, LLC
INCREASED16575+90+120%$6.5K$10.2K+$3.7K2026-10-08
Parkside Financial Bank & Trust
DECREASED140178-38-21%$15.5K$8.6K-$6.9K2026-10-27
Owl Creek Wealth Partners LLC
NEW115—+115——$7.1K—2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED10510500%$9.1K$6.5K-$2.7K2026-10-27
EverSource Wealth Advisors, LLC
DECREASED88144-56-39%$12.5K$5.4K-$7.1K2026-11-04
SBI Securities Co., Ltd.
UNCHANGED808000%$7.0K$4.9K-$2.0K2026-10-22
Torren Management, LLC
UNCHANGED808000%$6.9K$4.9K-$2.0K2026-10-29
Assetmark, Inc
INCREASED565+51+1020%$436$3.5K+$3.0K2026-10-21
Root Financial Partners, LLC
NEW46—+46——$2.8K—2026-10-21
True Wealth Design, LLC
INCREASED4442+2+5%$3.7K$2.7K-$9432026-10-13
JFS Wealth Advisors, LLC
DECREASED3851-13-25%$4.4K$2.3K-$2.1K2026-11-03
Bare Financial Services, Inc
INCREASED336+27+450%$523$2.0K+$1.5K2026-11-04
Marquette Asset Management, LLC
NEW23—+23——$1.4K—2026-10-09
SJS Investment Consulting Inc.
INCREASED2311+12+109%$959$1.4K+$4612026-10-26
Bell Investment Advisors, Inc
DECREASED2228-6-21%$2.4K$1.4K-$1.1K2026-10-29
Provenance Wealth Advisors, LLC
NEW15—+15——$926—2026-10-30
Parallel Advisors, LLC
DECREASED1224-12-50%$2.1K$741-$1.3K2026-11-03
Fortitude Family Office, LLC
DECREASED1134-23-68%$3.0K$679-$2.3K2026-10-14
Ascentis Wealth Management, LLC
NEW8—+8——$493—2026-11-03
Manchester Capital Management LLC
UNCHANGED8800%$697$494-$2032026-10-22
Private Wealth Management Group, LLC
UNCHANGED8800%$697$494-$2032026-10-19
Larson Financial Group LLC
DECREASED733-26-79%$2.9K$432-$2.4K2026-11-05
DiNuzzo Private Wealth, Inc.
DECREASED710-3-30%$871$433-$4382026-10-16
Planning Strategies Inc.
NEW6—+6——$370—2026-10-02
Clearstead Advisors, LLC
INCREASED65+1+20%$436$371-$652026-11-06
Caitong International Asset Management Co., Ltd
NEW3—+3——$185—2026-10-29
Bay Harbor Wealth Management, LLC
DECREASED313-10-77%$1.1K$185-$9472026-11-03
GHP Investment Advisors, Inc.
UNCHANGED2200%$175$124-$512026-10-15
TFC Financial Management, Inc.
UNCHANGED1100%$88$62-$262026-10-26
Maryland Capital Advisors Inc.
UNCHANGED1100%$88$62-$262026-10-15
Natixis
CLOSED04,400-4,400-100%$383.2K$0-$383.2K2026-11-06
Vise Technologies, Inc.
CLOSED03,591-3,591-100%$312.7K$0-$312.7K2026-10-29
Counterpoint Mutual Funds LLC
CLOSED03,495-3,495-100%$304.4K$0-$304.4K2026-10-16
Cooper Financial Group
CLOSED03,099-3,099-100%$270.0K$0-$270.0K2026-10-07
Xponance LLC
CLOSED02,986-2,986-100%$260.1K$0-$260.1K2026-11-03
Hohimer Wealth Management, LLC
CLOSED02,467-2,467-100%$214.9K$0-$214.9K2026-11-04
Essential Partners LLC
CLOSED046-46-100%$4.0K$0-$4.0K2026-10-14
Blue Trust, Inc.
CLOSED027-27-100%$2.4K$0-$2.4K2026-10-15
Creative Capital Management Investments LLC
CLOSED019-19-100%$1.7K$0-$1.7K2026-10-28
Valued Wealth Advisors LLC
CLOSED017-17-100%$1.5K$0-$1.5K2026-11-05
Retirement Wealth Solutions LLC
CLOSED011-11-100%$959$0-$9592026-10-07
Physician Wealth Advisors, Inc.
CLOSED08-8-100%$697$0-$6972026-10-20
Wealth Enhancement Trust Services, Inc.
CLOSED03-3-100%$261$0-$2612026-10-07
Navigoe, LLC
CLOSED02-2-100%$0$0$02026-11-04
DecisionPoint Financial, LLC
CLOSED02-2-100%$170$0-$1702026-10-27
Hughes Financial Services, LLC
CLOSED02-2-100%$174$0-$1742026-10-30
MFN Partners Management, LP
N/A—4,531,792-4,531,792-100%$394.7M———
T. Rowe Price Investment Management, Inc.
N/A—3,921,911-3,921,911-100%$341.6M———
BlackRock, Inc.
N/A—2,327,613-2,327,613-100%$202.7M———
Donald Smith & Co., Inc.
N/A—1,882,201-1,882,201-100%$163.9M———
Rubric Capital Management LPA
N/A—1,700,000-1,700,000-100%$148.1M———
Vanguard Portfolio Management LLC
N/A—1,659,677-1,659,677-100%$144.6M———
Vanguard Capital Management LLC
N/A—1,293,868-1,293,868-100%$112.7M———
Invesco Ltd.
N/A—1,007,153-1,007,153-100%$87.7M———
State Street Corp
N/A—922,212-922,212-100%$80.3M———
Goldman Sachs Group Inc
N/A—819,763-819,763-100%$71.4M———
FMR LLC
N/A—807,585-807,585-100%$70.3M———
Geode Capital Management, LLC
N/A—758,664-758,664-100%$66.1M———
American Century Companies Inc
N/A—649,995-649,995-100%$56.6M———
Symmetry Investments LP
N/A—496,742-496,742-100%$43.3M———
Charles Schwab Investment Management Inc
N/A—482,441-482,441-100%$42.0M———
Millennium Management LLC
N/A—449,157-449,157-100%$39.1M———
Senvest Management, LLC
N/A—401,757-401,757-100%$35.0M———
Ameriprise Financial Inc
N/A—397,792-397,792-100%$34.6M———
BlueCrest Capital Management Ltd
N/A—396,103-396,103-100%$34.5M———
Wellington Management Group LLP
N/A—348,769-348,769-100%$30.4M———
Morgan Stanley
N/A—341,593-341,593-100%$29.8M———
Bank of America Corp
N/A—286,228-286,228-100%$24.9M———
Northern Trust Corp
N/A—273,555-273,555-100%$23.8M———
Susquehanna International Group, LLP
N/A—271,423-271,423-100%$23.6M———
Kinetic Partners Management, LP
N/A—209,900-209,900-100%$18.3M———
JPMorgan Chase & Co
N/A—203,262-203,262-100%$17.6M———
Massachusetts Financial Services Co
N/A—195,024-195,024-100%$17.0M———
Vanguard Fiduciary Trust Co
N/A—193,008-193,008-100%$16.8M———
Basswood Capital Management, L.L.C.
N/A—192,334-192,334-100%$16.8M———
Qube Research & Technologies Ltd
N/A—169,696-169,696-100%$14.8M———
K2 Principal Fund, L.P.
N/A—159,766-159,766-100%$13.9M———
Schonfeld Strategic Advisors LLC
N/A—129,357-129,357-100%$11.3M———
Clearline Capital LP
N/A—129,279-129,279-100%$11.3M———
Marshall Wace, LLP
N/A—126,725-126,725-100%$11.0M———
Inherent Management Corp.
N/A—120,000-120,000-100%$10.5M———
VAN Lanschot Kempen Investment Management N.V.
N/A—106,161-106,161-100%$9.2M———
Group One Trading LLC
N/A—105,408-105,408-100%$9.2M———
AQR Capital Management LLC
N/A—92,167-92,167-100%$8.0M———
Dark Forest Capital Management LP
N/A—88,378-88,378-100%$7.7M———
Alliancebernstein L.P.
N/A—88,139-88,139-100%$7.7M———
Holocene Advisors, LP
N/A—80,036-80,036-100%$7.0M———
CastleKnight Management LP
N/A—74,800-74,800-100%$6.5M———
D. E. Shaw & Co., Inc.
N/A—72,721-72,721-100%$6.3M———
Nuveen, LLC
N/A—69,886-69,886-100%$6.1M———
Squarepoint Ops LLC
N/A—69,057-69,057-100%$6.0M———
UBS Asset Management Americas LLC
N/A—68,681-68,681-100%$6.0M———
Renaissance Technologies LLC
N/A—66,100-66,100-100%$5.8M———
TD Asset Management Inc
N/A—61,664-61,664-100%$5.4M———
Algert Global LLC
N/A—60,260-60,260-100%$5.2M———
XTX Topco Ltd
N/A—60,135-60,135-100%$5.2M———
Swiss National Bank
N/A—60,100-60,100-100%$5.2M———
UBS Group AG
N/A—53,817-53,817-100%$4.7M———
Palisade Capital Management, LP
N/A—50,121-50,121-100%$4.4M———
New York State Common Retirement Fund
N/A—49,224-49,224-100%$4.3M———
Citadel Advisors LLC
N/A—48,903-48,903-100%$4.3M———
South Dakota Investment Council
N/A—46,038-46,038-100%$4.0M———
Price T Rowe Associates Inc
N/A—44,571-44,571-100%$3.9M———
Norges Bank
N/A—42,415-42,415-100%$3.7M———
Rhumbline Advisers
N/A—42,294-42,294-100%$3.7M———
Quantinno Capital Management LP
N/A—36,172-36,172-100%$3.2M———
Unifi Asset Management LP
N/A—35,407-35,407-100%$3.1M———
Quantbot Technologies LP
N/A—35,045-35,045-100%$3.1M———
Clough Capital Partners L P
N/A—34,817-34,817-100%$3.0M———
California State Teachers Retirement System
N/A—34,575-34,575-100%$3.0M———
Russell Investments Group, Ltd.
N/A—33,324-33,324-100%$2.9M———
Deutsche Bank Ag\
N/A—31,370-31,370-100%$2.7M———
Vanguard Asset Management, Ltd
N/A—30,830-30,830-100%$2.7M———
Vanguard Global Advisers, LLC
N/A—28,004-28,004-100%$2.4M———
Wells Fargo & Company
N/A—27,143-27,143-100%$2.4M———
Man Group plc
N/A—25,923-25,923-100%$2.3M———
Legal & General Group Plc
N/A—25,837-25,837-100%$2.3M———
Varcov Co.
N/A—25,394-25,394-100%$2.2M———
Manufacturers Life Insurance Company, the
N/A—19,665-19,665-100%$1.7M———
MetLife Investment Management, LLC
N/A—17,477-17,477-100%$1.5M———
Entropy Technologies, LP
N/A—15,006-15,006-100%$1.3M———
Peak6 LLC
N/A—14,852-14,852-100%$1.3M———
Mercer Global Advisors Inc
N/A—14,629-14,629-100%$1.3M———
Aquatic Capital Management LLC
N/A—14,457-14,457-100%$1.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—14,255-14,255-100%$1.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—13,825-13,825-100%$1.2M———
Jupiter Topco LLC
N/A—13,514-13,514-100%$1.2M———
SEI Investments Co
N/A—12,969-12,969-100%$1.1M———
Franklin Resources Inc
N/A—12,935-12,935-100%$1.1M———
Palogic Value Management, L.P.
N/A—12,007-12,007-100%$1.0M———
Handelsbanken Fonder AB
N/A—11,700-11,700-100%$1.0K———
First Trust Advisors LP
N/A—10,901-10,901-100%$949.5K———
NewEdge Wealth, LLC
N/A—10,403-10,403-100%$906.1K———
Jain Global LLC
N/A—10,216-10,216-100%$889.8K———
Catalyst Funds Management Pty Ltd
N/A—9,900-9,900-100%$862.3K———
Victory Capital Management Inc
N/A—9,599-9,599-100%$836.1K———
Police & Firemen's Retirement System of New Jersey
N/A—8,855-8,855-100%$771.3K———
FOX RUN Management, L.L.C.
N/A—8,613-8,613-100%$750.2K———
IEQ Capital, LLC
N/A—8,413-8,413-100%$732.8K———
Vanguard Investments Australia, Ltd.
N/A—8,166-8,166-100%$711.3K———
Fieldview Capital Management, LLC
N/A—7,325-7,325-100%$638.0K———
KLP Kapitalforvaltning AS
N/A—6,900-6,900-100%$601.0K———
Jane Street Group, LLC
N/A—6,777-6,777-100%$590.3K———
Intech Investment Management LLC
N/A—6,279-6,279-100%$546.9K———
Cullen Capital Management, LLC
N/A—6,266-6,266-100%$545.8K———
DRW Securities, LLC
N/A—6,000-6,000-100%$522.6K———
Voya Investment Management LLC
N/A—5,644-5,644-100%$491.6K———
Cerity Partners LLC
N/A—5,599-5,599-100%$487.7K———
Optimize Financial Inc.
N/A—5,507-5,507-100%$479.7K———
Sound Capital Solutions LLC
N/A—5,507-5,507-100%$479.7K———
CSS LLC
N/A—5,500-5,500-100%$479.1K———
Prudential Financial Inc
N/A—5,035-5,035-100%$438.5K———
One Capital Management, LLC
N/A—4,831-4,831-100%$422.2K———
Brevan Howard Capital Management LP
N/A—4,788-4,788-100%$417.0K———
Aristeia Capital, L.L.C.
N/A—4,756-4,756-100%$414.2K———
BNP Paribas Financial Markets
N/A—4,253-4,253-100%$370.4K———
State of Wisconsin Investment Board
N/A—4,022-4,022-100%$350.3K———
QRG Capital Management, Inc.
N/A—3,881-3,881-100%$338.0K———
Public Employees Retirement Association of Colorado
N/A—3,787-3,787-100%$330.0K———
State Board of Administration of Florida Retirement System
N/A—3,713-3,713-100%$323.4K———
Alteri Wealth LLC
N/A—3,365-3,365-100%$293.1K———
Vanguard Personalized Indexing Management, LLC
N/A—3,362-3,362-100%$292.8K———
Amundi
N/A—3,250-3,250-100%$283.1K———
Allstate Corp
N/A—3,008-3,008-100%$262.0K———
Canada Life Assurance Co
N/A—2,987-2,987-100%$259.0K———
Mariner, LLC
N/A—2,881-2,881-100%$251.0K———
Osaic Holdings, Inc.
N/A—2,812-2,812-100%$245.0K———
Ameritas Investment Partners, Inc.
N/A—2,725-2,725-100%$237.3K———
DV Trading LLC
N/A—2,700-2,700-100%$235.2K———
Ensign Peak Advisors, Inc
N/A—2,419-2,419-100%$210.7K———
Winton Group Ltd
N/A—2,300-2,300-100%$200.3K———
Tower Research Capital LLC (TRC)
N/A—1,871-1,871-100%$163.0K———
Royal Bank of Canada
N/A—1,596-1,596-100%$140.0K———
SG Americas Securities, LLC
N/A—1,583-1,583-100%$138.0K———
Arax Advisory Partners
N/A—1,178-1,178-100%$102.6K———
Jones Financial Companies Lllp
N/A—954-954-100%$82.1K———
Public Employees Retirement System of Ohio
N/A—910-910-100%$79.3K———
Rockefeller Capital Management L.P.
N/A—818-818-100%$71.2K———
Freestone Grove Partners LP
N/A—473-473-100%$41.2K———
BNP Paribas Asset Management Holding S.A.
N/A—448-448-100%$39.0K———
Silvant Capital Management LLC
N/A—385-385-100%$33.5K———
Nomura Asset Management Co LTD
N/A—320-320-100%$27.9K———
Smartleaf Asset Management LLC
N/A—278-278-100%$24.0K———
Kemnay Advisory Services Inc.
N/A—228-228-100%$19.9K———
Caption Management, LLC
N/A—200-200-100%$17.4K———
Optiver Holding B.V.
N/A—192-192-100%$16.7K———
Allworth Financial LP
N/A—165-165-100%$14.4K———
Private Wealth Asset Management, LLC
N/A—140-140-100%$12.2K———
Rothschild Investment LLC
N/A—95-95-100%$8.3K———
Bessemer Group Inc
N/A—75-75-100%$7———
Ameritas Advisory Services, LLC
N/A—75-75-100%$6.5K———
Kilter Group LLC
N/A—70-70-100%$6.1K———
Strategic Wealth Partners, Ltd.
N/A—53-53-100%$4.6K———
CVA Family Office, LLC
N/A—43-43-100%$3.7K———
Zions Bancorporation, National Association
N/A—43-43-100%$3.7K———
Fiduciary Financial Advisors
N/A—30-30-100%$2.4K———
Quarry LP
N/A—24-24-100%$2.1K———
Keating Financial Advisory Services, Inc.
N/A—23-23-100%$2.0K———
IMA Advisory Services, Inc.
N/A—21-21-100%$1.8K———
JPL Wealth Management, LLC
N/A—20-20-100%$1.7K———
Manning & Napier Advisors LLC
N/A—20-20-100%$1.7K———
Steward Partners Investment Advisory, LLC
N/A—20-20-100%$1.7K———
Rialto Wealth Management, LLC
N/A—11-11-100%$959———
Godfrey Financial Associates, Inc.
N/A—10-10-100%$871———
HFM Investment Advisors, LLC
N/A—8-8-100%$697———
LRI Investments, LLC
N/A—3-3-100%$261———
Raffa Wealth Management, LLC
N/A—1-1-100%$87———
Harbour Investments, Inc.
N/A—1-1-100%$87———
Showing 243 of 243 institutions