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Penske Automotive Group Inc (PAG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares1,437,288 from 1,648,081
Change-210,793 (-13%)
Value$288.0M (-$7.0M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares282,193 from 378,997
Change-96,804 (-26%)
Value$56.5M (-$11.3M)
Filed 2026-11-05
Bahl & Gaynor LLC
INCREASED
Shares276,550 from 264,799
Change+11,751 (+4%)
Value$55.4M (+$8.0M)
Filed 2026-11-05
Private Management Group Inc
DECREASED
Shares122,143 from 170,497
Change-48,354 (-28%)
Value$24.5M (-$6.0M)
Filed 2026-11-04
Bruni J V & Co
DECREASED
Shares52,964 from 171,994
Change-119,030 (-69%)
Value$10.6M (-$20.2M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares40,730 from 41,804
Change-1,074 (-3%)
Value$8.2M (+$679.0K)
Filed 2026-11-02
Applied Capital LLC
DECREASED
Shares27,312 from 27,632
Change-320 (-1%)
Value$5.5M (+$526.9K)
Filed 2026-10-07
Nilsine Partners, LLC
DECREASED
Shares27,017 from 27,655
Change-638 (-2%)
Value$5.4M (+$463.7K)
Filed 2026-11-02
Trust Co of Vermont
DECREASED
Shares22,462 from 22,585
Change-123 (-1%)
Value$4.5M (+$458.5K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares21,542 from 17,729
Change+3,813 (+22%)
Value$4.3M (+$1.1M)
Filed 2026-11-02
Retirement Systems of Alabama
DECREASED
Shares18,286 from 19,041
Change-755 (-4%)
Value$3.7M (+$256.0K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares17,571 from 22,630
Change-5,059 (-22%)
Value$3.5M (-$529.5K)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares16,896 from 15,385
Change+1,511 (+10%)
Value$3.4M (+$631.8K)
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
INCREASED
Shares16,815 from 16,371
Change+444 (+3%)
Value$3.4M (+$439.3K)
Filed 2026-10-28
Alps Advisors Inc
DECREASED
Shares16,521 from 29,597
Change-13,076 (-44%)
Value$3.3M (-$2.0M)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares16,036 from 125,605
Change-109,569 (-87%)
Value$3.2M (-$19.3M)
Filed 2026-11-04
AGF Management LTD
NEW
Shares13,032
Change+13,032
Value$2.6M
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED
Shares12,938 from 12,940
Change-2 (0%)
Value$2.6M (+$276.4K)
Filed 2026-11-05
Beau Ventures, LLc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.0M (+$213.9K)
Filed 2026-10-14
Ethic Inc.
INCREASED
Shares9,015 from 6,039
Change+2,976 (+49%)
Value$1.8M (+$725.3K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares8,410 from 8,375
Change+35 (+0%)
Value$1.8M (-$19.4K)
Filed 2026-10-27
CX Institutional
INCREASED
Shares7,966 from 7,436
Change+530 (+7%)
Value$1.6K (+$265)
Filed 2026-10-02
Amalgamated Bank
DECREASED
Shares7,911 from 8,115
Change-204 (-3%)
Value$1.6K (-$1.5M)
Filed 2026-10-23
Fruth Investment Management
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$1.5K (+$160)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares7,458 from 6,426
Change+1,032 (+16%)
Value$1.5M (+$344.2K)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED
Shares7,250 from 7,050
Change+200 (+3%)
Value$1.5M (+$190.9K)
Filed 2026-10-19
Bluesphere Advisors LLC
DECREASED
Shares7,222 from 8,205
Change-983 (-12%)
Value$1.4M (-$21.6K)
Filed 2026-10-19
Kendall Capital Management
DECREASED
Shares7,162 from 7,280
Change-118 (-2%)
Value$1.4M (+$132.1K)
Filed 2026-10-23
HB Wealth Management, LLC
DECREASED
Shares7,024 from 8,207
Change-1,183 (-14%)
Value$1.4M (-$61.4K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,884 from 6,209
Change+675 (+11%)
Value$1.4M (+$157.3K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares6,674 from 2,548
Change+4,126 (+162%)
Value$1.3M (+$881.1K)
Filed 2026-11-02
Mutual of America Capital Management LLC
DECREASED
Shares6,461 from 6,828
Change-367 (-5%)
Value$1.3M (+$72.5K)
Filed 2026-10-23
Illinois Municipal Retirement Fund
DECREASED
Shares6,409 from 13,144
Change-6,735 (-51%)
Value$1.3M (-$1.1M)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares5,919 from 246
Change+5,673 (+2306%)
Value$1.2M (+$1.1M)
Filed 2026-11-04
Inspire Investing, LLC
INCREASED
Shares5,597 from 3,813
Change+1,784 (+47%)
Value$1.1M (+$439.0K)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
NEW
Shares5,416
Change+5,416
Value$1.1M
Filed 2026-11-05
Tokio Marine Asset Management Co LTD
NEW
Shares5,400
Change+5,400
Value$1.1M
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares5,300 from 5,400
Change-100 (-2%)
Value$1.1M (+$95.5K)
Filed 2026-10-20
WBI Investments, LLC
NEW
Shares5,231
Change+5,231
Value$1.0M
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares5,093 from 4,989
Change+104 (+2%)
Value$1.0M (+$127.6K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares5,051 from 5,502
Change-451 (-8%)
Value$1.0M (+$27.3K)
Filed 2026-10-22
New York State Teachers Retirement System
DECREASED
Shares4,882 from 5,161
Change-279 (-5%)
Value$978 (-$923.0K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares4,592 from 4,941
Change-349 (-7%)
Value$920.0K (+$35.9K)
Filed 2026-11-05
Anchyra Partners LLC
DECREASED
Shares4,370 from 4,421
Change-51 (-1%)
Value$875.5K (+$84.3K)
Filed 2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares4,232 from 4,407
Change-175 (-4%)
Value$847.8K (+$59.2K)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares4,200 from 4,300
Change-100 (-2%)
Value$841.4K (+$71.9K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares4,170 from 4,437
Change-267 (-6%)
Value$835 (-$793.2K)
Filed 2026-11-02
New Mexico Educational Retirement Board
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$801 (-$715.2K)
Filed 2026-11-05
Venture Visionary Partners LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$801.4K (+$85.6K)
Filed 2026-10-07
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$801.4K (+$85.6K)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares3,885 from 4,088
Change-203 (-5%)
Value$778 (-$731.2K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares3,838 from 3,497
Change+341 (+10%)
Value$768.9K (+$143.1K)
Filed 2026-10-30
Oregon Public Employees Retirement Fund
DECREASED
Shares3,678 from 3,778
Change-100 (-3%)
Value$736.9K (+$60.8K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares3,553 from 3,417
Change+136 (+4%)
Value$711.8K (+$100.3K)
Filed 2026-11-05
Highland Capital Management, LLC
INCREASED
Shares3,418 from 2,717
Change+701 (+26%)
Value$684.8K (+$198.6K)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW
Shares2,933
Change+2,933
Value$587.6K
Filed 2026-10-16
Pictet Asset Management Holding SA
INCREASED
Shares2,804 from 2,737
Change+67 (+2%)
Value$561.8K (+$72.0K)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares2,525 from 3,357
Change-832 (-25%)
Value$505.9K (-$52.3K)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares2,315 from 2,221
Change+94 (+4%)
Value$463.8K (+$66.3K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares2,272 from 1,857
Change+415 (+22%)
Value$455.4K (+$123.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares2,272 from 2,182
Change+90 (+4%)
Value$455.1K (+$64.5K)
Filed 2026-10-08
T3 Companies, LLC
NEW
Shares2,131
Change+2,131
Value$426.9K
Filed 2026-10-22
Xponance LLC
DECREASED
Shares2,126 from 2,229
Change-103 (-5%)
Value$425.9K (+$27.0K)
Filed 2026-11-03
CIBC Asset Management Inc
UNCHANGED
Shares2,034 from 2,034
Change0 (0%)
Value$407.5K (+$43.5K)
Filed 2026-11-05
Summit Securities Group LLC
NEW
Shares1,990
Change+1,990
Value$398.7K
Filed 2026-11-05
Meixler Investment Management, Ltd.
DECREASED
Shares1,956 from 9,357
Change-7,401 (-79%)
Value$391.9K (-$1.3M)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares1,877 from 1,832
Change+45 (+2%)
Value$376.0K (+$48.2K)
Filed 2026-10-23
Covestor Ltd
INCREASED
Shares1,826 from 35
Change+1,791 (+5117%)
Value$366 (+$360)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares1,682 from 1,804
Change-122 (-7%)
Value$336 (-$321.7K)
Filed 2026-10-15
Delta Capital Management LLC
DECREASED
Shares1,670 from 1,730
Change-60 (-3%)
Value$335 (+$25)
Filed 2026-10-16
Investors Research Corp
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$315.5K (+$33.7K)
Filed 2026-10-07
Citizens Financial Group Inc
INCREASED
Shares1,548 from 1,531
Change+17 (+1%)
Value$310.2K (+$36.2K)
Filed 2026-10-23
Baker Ellis Asset Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$300.5K (+$32.1K)
Filed 2026-10-14
Paragon Capital Management Ltd
DECREASED
Shares1,467 from 1,468
Change-1 (0%)
Value$293.8K (+$31.0K)
Filed 2026-10-09
Apollon Wealth Management, LLC
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$292.5K (+$31.2K)
Filed 2026-10-23
Quadrant Capital Group LLC
DECREASED
Shares1,399 from 1,401
Change-2 (0%)
Value$273.7K (+$23.0K)
Filed 2026-10-20
Machina Capital S.A.S.
NEW
Shares1,389
Change+1,389
Value$278.3K
Filed 2026-11-05
Moran Wealth Management, LLC
DECREASED
Shares1,358 from 103,649
Change-102,291 (-99%)
Value$272.1K (-$18.3M)
Filed 2026-10-22
Abel Hall, LLC
INCREASED
Shares1,331 from 1,322
Change+9 (+1%)
Value$266.7K (+$30.1K)
Filed 2026-10-19
StoneX Group Inc.
NEW
Shares1,324
Change+1,324
Value$276.4K
Filed 2026-11-03
Virginia Retirement Systems ET Al
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$240.4K (+$25.7K)
Filed 2026-10-28
Independent Financial Group, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$240.4K (+$25.7K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares1,161 from 1,412
Change-251 (-18%)
Value$232.6K (-$20.1K)
Filed 2026-10-29
Uncommon Cents Investing Inc
NEW
Shares1,100
Change+1,100
Value$220.4K
Filed 2026-10-20
Crossmark Global Holdings, Inc.
NEW
Shares1,090
Change+1,090
Value$218.4K
Filed 2026-10-21
Swiss Life Asset Management Ltd
NEW
Shares1,088
Change+1,088
Value$218.0K
Filed 2026-11-03
Fragasso Financial Advisors Inc
NEW
Shares1,079
Change+1,079
Value$211.6K
Filed 2026-10-13
Maryland State Retirement & Pension System
NEW
Shares1,054
Change+1,054
Value$211.2K
Filed 2026-11-05
Kestra Advisory Services, LLC
NEW
Shares1,039
Change+1,039
Value$208.1K
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$202.5K (+$21.6K)
Filed 2026-11-04
Courier Capital LLC
NEW
Shares1,000
Change+1,000
Value$200.3K
Filed 2026-10-19
BKM Wealth Management, LLC
NEW
Shares1,000
Change+1,000
Value$200.3K
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
NEW
Shares999
Change+999
Value$200.1K
Filed 2026-10-29
Strs Ohio
INCREASED
Shares837 from 704
Change+133 (+19%)
Value$167.7K (+$41.7K)
Filed 2026-10-30
Bfsg, LLC
DECREASED
Shares775 from 1,021
Change-246 (-24%)
Value$155.3K (-$27.4K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares629 from 429
Change+200 (+47%)
Value$126.0K (+$49.2K)
Filed 2026-10-08
Jacobi Capital Management LLC
NEW
Shares613
Change+613
Value$122.9K
Filed 2026-11-05
KBC Group NV
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$120 (-$106.9K)
Filed 2026-10-22
Fulcrum Asset Management LLP
NEW
Shares568
Change+568
Value$114.6K
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares560 from 532
Change+28 (+5%)
Value$112.2K (+$16.8K)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
NEW
Shares523
Change+523
Value$104.8K
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares509 from 531
Change-22 (-4%)
Value$102.0K (+$7.0K)
Filed 2026-10-22
Pflug Koory, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$98.2K (+$10.5K)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares476 from 245
Change+231 (+94%)
Value$95.4K (+$51.5K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$91.2K (+$9.7K)
Filed 2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares386 from 197
Change+189 (+96%)
Value$78.2K (+$43.3K)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$65.1K (+$7.0K)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares287 from 279
Change+8 (+3%)
Value$57.5K (+$7.6K)
Filed 2026-10-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$55.3K (+$5.9K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares222
Change+222
Value$44.5K
Filed 2026-10-21
Birchbrook, Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$42.4K (+$4.6K)
Filed 2026-10-14
First Horizon Corp
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$40.3K (+$4.3K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares193 from 206
Change-13 (-6%)
Value$38.7K (+$1.8K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares189 from 1,689
Change-1,500 (-89%)
Value$37.9K (-$264.4K)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares174 from 189
Change-15 (-8%)
Value$34.9K (+$1.0K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares133 from 599
Change-466 (-78%)
Value$26.6K (-$80.5K)
Filed 2026-10-15
Deseret Mutual Benefit Administrators
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$23.2K (+$2.5K)
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$22.4K (+$2.4K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares108 from 89
Change+19 (+21%)
Value$21.5K (+$5.7K)
Filed 2026-10-14
William Mack & Associates, Inc.
NEW
Shares101
Change+101
Value$20.3K
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.0K (+$2.1K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares99 from 123
Change-24 (-20%)
Value$19.8K (-$2.2K)
Filed 2026-10-05
Assetmark, Inc
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$17.4K (+$1.9K)
Filed 2026-10-21
Roxbury Financial LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$17.1K (+$1.8K)
Filed 2026-10-01
Owl Creek Wealth Partners LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$17.0K (+$1.8K)
Filed 2026-10-20
Private Trust Co NA
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$16.0K (+$1.7K)
Filed 2026-10-20
Nfsg Corp
DECREASED
Shares79 from 103
Change-24 (-23%)
Value$15.7K (-$2.7K)
Filed 2026-10-15
TD Private Client Wealth LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$14.6K (+$1.6K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$14.2K (+$1.5K)
Filed 2026-10-20
Fortitude Family Office, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$14.0K (+$1.5K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$13.8K (+$1.5K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares60 from 58
Change+2 (+3%)
Value$12.0K (+$1.6K)
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares58
Change+58
Value$11.6K
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$11.6K (+$1.2K)
Filed 2026-10-27
Larson Financial Group LLC
NEW
Shares54
Change+54
Value$10.8K
Filed 2026-11-05
Manchester Capital Management LLC
INCREASED
Shares54 from 53
Change+1 (+2%)
Value$10.8K (+$1.3K)
Filed 2026-10-22
Princeton Global Asset Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.0K (+$1.1K)
Filed 2026-10-21
Acumen Wealth Advisors, LLC
NEW
Shares43
Change+43
Value$8.6K
Filed 2026-11-05
WPG Advisers, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$8.2K (+$877)
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares36 from 42
Change-6 (-14%)
Value$7.2K (-$905)
Filed 2026-10-30
Torren Management, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$6.6K (+$706)
Filed 2026-10-29
Prudent Man Investment Management, Inc.
NEW
Shares32
Change+32
Value$6.4K
Filed 2026-11-03
Bell Investment Advisors, Inc
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.8K (+$620)
Filed 2026-10-29
Bare Financial Services, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$4.4K (+$470)
Filed 2026-11-04
High Note Wealth, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.2K (+$449)
Filed 2026-10-27
Marquette Asset Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.0K (+$428)
Filed 2026-10-09
Creative Capital Management Investments LLC
INCREASED
Shares19 from 18
Change+1 (+6%)
Value$3.8K (+$585)
Filed 2026-10-28
True Wealth Design, LLC
INCREASED
Shares17 from 7
Change+10 (+143%)
Value$3.4K (+$2.2K)
Filed 2026-10-13
SJS Investment Consulting Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.2K (+$342)
Filed 2026-10-26
Farmers & Merchants Investments Inc
DECREASED
Shares15 from 16
Change-1 (-6%)
Value$3.0K (+$142)
Filed 2026-10-22
Bay Harbor Wealth Management, LLC
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$3.0K (+$500)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.0K (+$321)
Filed 2026-10-16
Entrust Financial LLC
NEW
Shares12
Change+12
Value$2.4K
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares11 from 7
Change+4 (+57%)
Value$2.2K (+$951)
Filed 2026-10-07
Central Trust Co
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.0K (+$214)
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.0K (+$213)
Filed 2026-11-05
Burk Holdings LLC
NEW
Shares9
Change+9
Value$1.8K
Filed 2026-11-05
James T. Borello RIA
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.8K (+$192)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
NEW
Shares6
Change+6
Value$1.2K
Filed 2026-10-30
MV Capital Management, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.2K (+$129)
Filed 2026-10-29
Valley National Advisers Inc
NEW
Shares5
Change+5
Value$1.0K
Filed 2026-10-23
Grove Bank & Trust
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.0K (+$107)
Filed 2026-10-08
Breakwater Investment Management
NEW
Shares4
Change+4
Value$802
Filed 2026-10-20
Capital Advisors, Ltd. LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1 ($0)
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$849 (+$133)
Filed 2026-10-30
Albion Financial Group
NEW
Shares3
Change+3
Value$533
Filed 2026-10-21
Proathlete Wealth Management LLC
NEW
Shares3
Change+3
Value$601
Filed 2026-10-15
DecisionPoint Financial, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$406 (+$51)
Filed 2026-10-27
Trust Co
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$404 (+$43)
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$424 (+$66)
Filed 2026-10-16
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$201 (+$22)
Filed 2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$201 (+$22)
Filed 2026-10-15
Planning Strategies Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$200 (+$21)
Filed 2026-10-02
Hamlin Capital Management, LLC
CLOSED
Shares0 from 129,925
Change-129,925 (-100%)
Value$0 (-$23.3M)
Filed 2026-10-08
Imc-Chicago, LLC
CLOSED
Shares0 from 6,112
Change-6,112 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Vise Technologies, Inc.
CLOSED
Shares0 from 1,907
Change-1,907 (-100%)
Value$0 (-$341.2K)
Filed 2026-10-29
Argos Wealth Advisors, LLC
CLOSED
Shares0 from 1,347
Change-1,347 (-100%)
Value$0 (-$241.0K)
Filed 2026-11-02
Kornitzer Capital Management Inc
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$223.7K)
Filed 2026-11-03
Founders Capital Management
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$98.4K)
Filed 2026-10-13
Guardian Partners Inc.
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$75.5K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$31.7K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$28.3K)
Filed 2026-10-13
Bullseye Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-29
Cranbrook Wealth Management, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-28
Ares Financial Consulting, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$895)
Filed 2026-10-19
Navigoe, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$358)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$358)
Filed 2026-10-21
GoalVest Advisory LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$358)
Filed 2026-10-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$215)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$179)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$52)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-14
BlackRock, Inc.
N/A
Shares— from 2,333,144
Change-2,333,144 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,642,363
Change-1,642,363 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 825,389
Change-825,389 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 796,548
Change-796,548 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 764,299
Change-764,299 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 678,533
Change-678,533 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 631,653
Change-631,653 (-100%)
Value—
State Street Corp
N/A
Shares— from 625,209
Change-625,209 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 584,751
Change-584,751 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 456,043
Change-456,043 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 441,829
Change-441,829 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 394,387
Change-394,387 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 385,752
Change-385,752 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 355,157
Change-355,157 (-100%)
Value—
UBS Group AG
N/A
Shares— from 245,492
Change-245,492 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 241,287
Change-241,287 (-100%)
Value—
Norges Bank
N/A
Shares— from 200,575
Change-200,575 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 168,776
Change-168,776 (-100%)
Value—
FMR LLC
N/A
Shares— from 152,615
Change-152,615 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 148,914
Change-148,914 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 139,992
Change-139,992 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 139,067
Change-139,067 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 121,579
Change-121,579 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 117,983
Change-117,983 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 116,580
Change-116,580 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 114,728
Change-114,728 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 111,940
Change-111,940 (-100%)
Value—
Barclays PLC
N/A
Shares— from 95,864
Change-95,864 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 84,000
Change-84,000 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 78,666
Change-78,666 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 64,163
Change-64,163 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 64,010
Change-64,010 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 63,226
Change-63,226 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 62,533
Change-62,533 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 56,805
Change-56,805 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 51,935
Change-51,935 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 51,700
Change-51,700 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 49,767
Change-49,767 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 48,347
Change-48,347 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 48,060
Change-48,060 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 47,841
Change-47,841 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 41,166
Change-41,166 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 40,983
Change-40,983 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 40,643
Change-40,643 (-100%)
Value—
Calydon Capital
N/A
Shares— from 39,620
Change-39,620 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 36,300
Change-36,300 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 31,140
Change-31,140 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 29,029
Change-29,029 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 27,068
Change-27,068 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 26,538
Change-26,538 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 26,373
Change-26,373 (-100%)
Value—
Natixis
N/A
Shares— from 25,563
Change-25,563 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 22,780
Change-22,780 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 21,237
Change-21,237 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 20,551
Change-20,551 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 20,259
Change-20,259 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 17,757
Change-17,757 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 17,345
Change-17,345 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 16,861
Change-16,861 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 15,916
Change-15,916 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 15,816
Change-15,816 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 14,943
Change-14,943 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 14,735
Change-14,735 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,478
Change-14,478 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,221
Change-14,221 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 14,020
Change-14,020 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 12,958
Change-12,958 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,940
Change-12,940 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 12,524
Change-12,524 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 12,220
Change-12,220 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,054
Change-12,054 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 12,032
Change-12,032 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,906
Change-11,906 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 11,569
Change-11,569 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,512
Change-11,512 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 11,061
Change-11,061 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,935
Change-10,935 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 10,527
Change-10,527 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 10,497
Change-10,497 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 9,769
Change-9,769 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 9,058
Change-9,058 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 8,851
Change-8,851 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 8,472
Change-8,472 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,408
Change-8,408 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 8,234
Change-8,234 (-100%)
Value—
Allstate Corp
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 8,006
Change-8,006 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 7,219
Change-7,219 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 7,113
Change-7,113 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 7,020
Change-7,020 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 6,702
Change-6,702 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 6,356
Change-6,356 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 6,014
Change-6,014 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 5,915
Change-5,915 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 5,899
Change-5,899 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,838
Change-5,838 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 5,679
Change-5,679 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 5,033
Change-5,033 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 4,947
Change-4,947 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Croban
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Man Group plc
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,697
Change-3,697 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
&partners
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 865
Change-865 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 776
Change-776 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 552
Change-552 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 515
Change-515 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 500
Change-500 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 488
Change-488 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 296
Change-296 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 263
Change-263 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 260
Change-260 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 241
Change-241 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 149
Change-149 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 100
Change-100 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 55
Change-55 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Quarry LP
N/A
Shares— from 52
Change-52 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 45
Change-45 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11
Change-11 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 11
Change-11 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7
Change-7 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 6
Change-6 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
S&T Bank
N/A
Shares— from 3
Change-3 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED1,437,2881,648,081-210,793-13%$294.9M$288.0M-$7.0M2026-11-04
Bank of New York Mellon Corp
DECREASED282,193378,997-96,804-26%$67.8M$56.5M-$11.3M2026-11-05
Bahl & Gaynor LLC
INCREASED276,550264,799+11,751+4%$47.4M$55.4M+$8.0M2026-11-05
Private Management Group Inc
DECREASED122,143170,497-48,354-28%$30.5M$24.5M-$6.0M2026-11-04
Bruni J V & Co
DECREASED52,964171,994-119,030-69%$30.8M$10.6M-$20.2M2026-11-05
Principal Financial Group Inc
DECREASED40,73041,804-1,074-3%$7.5M$8.2M+$679.0K2026-11-02
Applied Capital LLC
DECREASED27,31227,632-320-1%$4.9M$5.5M+$526.9K2026-10-07
Nilsine Partners, LLC
DECREASED27,01727,655-638-2%$4.9M$5.4M+$463.7K2026-11-02
Trust Co of Vermont
DECREASED22,46222,585-123-1%$4.0M$4.5M+$458.5K2026-10-21
Creative Planning
INCREASED21,54217,729+3,813+22%$3.2M$4.3M+$1.1M2026-11-02
Retirement Systems of Alabama
DECREASED18,28619,041-755-4%$3.4M$3.7M+$256.0K2026-11-04
Nisa Investment Advisors, LLC
DECREASED17,57122,630-5,059-22%$4.0M$3.5M-$529.5K2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED16,89615,385+1,511+10%$2.8M$3.4M+$631.8K2026-11-03
Independent Solutions Wealth Management, LLC
INCREASED16,81516,371+444+3%$2.9M$3.4M+$439.3K2026-10-28
Alps Advisors Inc
DECREASED16,52129,597-13,076-44%$5.3M$3.3M-$2.0M2026-11-03
Citigroup Inc
DECREASED16,036125,605-109,569-87%$22.5M$3.2M-$19.3M2026-11-04
AGF Management LTD
NEW13,032—+13,032——$2.6M—2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED12,93812,940-20%$2.3M$2.6M+$276.4K2026-11-05
Beau Ventures, LLc
UNCHANGED10,00010,00000%$1.8M$2.0M+$213.9K2026-10-14
Ethic Inc.
INCREASED9,0156,039+2,976+49%$1.1M$1.8M+$725.3K2026-11-03
Chicago Partners Investment Group LLC
INCREASED8,4108,375+35+0%$1.8M$1.8M-$19.4K2026-10-27
CX Institutional
INCREASED7,9667,436+530+7%$1.3K$1.6K+$2652026-10-02
Amalgamated Bank
DECREASED7,9118,115-204-3%$1.5M$1.6K-$1.5M2026-10-23
Fruth Investment Management
UNCHANGED7,5007,50000%$1.3K$1.5K+$1602026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED7,4586,426+1,032+16%$1.1M$1.5M+$344.2K2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED7,2507,050+200+3%$1.3M$1.5M+$190.9K2026-10-19
Bluesphere Advisors LLC
DECREASED7,2228,205-983-12%$1.5M$1.4M-$21.6K2026-10-19
Kendall Capital Management
DECREASED7,1627,280-118-2%$1.3M$1.4M+$132.1K2026-10-23
HB Wealth Management, LLC
DECREASED7,0248,207-1,183-14%$1.5M$1.4M-$61.4K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED6,8846,209+675+11%$1.2M$1.4M+$157.3K2026-10-13
Commonwealth Equity Services, LLC
INCREASED6,6742,548+4,126+162%$455.9K$1.3M+$881.1K2026-11-02
Mutual of America Capital Management LLC
DECREASED6,4616,828-367-5%$1.2M$1.3M+$72.5K2026-10-23
Illinois Municipal Retirement Fund
DECREASED6,40913,144-6,735-51%$2.4M$1.3M-$1.1M2026-11-05
Simplex Trading, LLC
INCREASED5,919246+5,673+2306%$44.0K$1.2M+$1.1M2026-11-04
Inspire Investing, LLC
INCREASED5,5973,813+1,784+47%$682.3K$1.1M+$439.0K2026-10-22
State of New Jersey Common Pension Fund D
NEW5,416—+5,416——$1.1M—2026-11-05
Tokio Marine Asset Management Co LTD
NEW5,400—+5,400——$1.1M—2026-10-26
Louisiana State Employees Retirement System
DECREASED5,3005,400-100-2%$966.3K$1.1M+$95.5K2026-10-20
WBI Investments, LLC
NEW5,231—+5,231——$1.0M—2026-11-05
Arizona State Retirement System
INCREASED5,0934,989+104+2%$892.8K$1.0M+$127.6K2026-11-03
Yousif Capital Management, LLC
DECREASED5,0515,502-451-8%$984.6K$1.0M+$27.3K2026-10-22
New York State Teachers Retirement System
DECREASED4,8825,161-279-5%$924.0K$978-$923.0K2026-10-22
Fifth Third Bancorp
DECREASED4,5924,941-349-7%$884.1K$920.0K+$35.9K2026-11-05
Anchyra Partners LLC
DECREASED4,3704,421-51-1%$791.1K$875.5K+$84.3K2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED4,2324,407-175-4%$788.6K$847.8K+$59.2K2026-11-03
State of Michigan Retirement System
DECREASED4,2004,300-100-2%$769.5K$841.4K+$71.9K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED4,1704,437-267-6%$794.0K$835-$793.2K2026-11-02
New Mexico Educational Retirement Board
UNCHANGED4,0004,00000%$716.0K$801-$715.2K2026-11-05
Venture Visionary Partners LLC
UNCHANGED4,0004,00000%$715.8K$801.4K+$85.6K2026-10-07
Burke & Herbert Bank & Trust Co
UNCHANGED4,0004,00000%$715.8K$801.4K+$85.6K2026-11-02
Thrivent Financial for Lutherans
DECREASED3,8854,088-203-5%$732.0K$778-$731.2K2026-11-05
Truist Financial Corp
INCREASED3,8383,497+341+10%$625.8K$768.9K+$143.1K2026-10-30
Oregon Public Employees Retirement Fund
DECREASED3,6783,778-100-3%$676.1K$736.9K+$60.8K2026-10-30
US Bancorp \de\
INCREASED3,5533,417+136+4%$611.5K$711.8K+$100.3K2026-11-05
Highland Capital Management, LLC
INCREASED3,4182,717+701+26%$486.2K$684.8K+$198.6K2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW2,933—+2,933——$587.6K—2026-10-16
Pictet Asset Management Holding SA
INCREASED2,8042,737+67+2%$489.8K$561.8K+$72.0K2026-11-03
Savant Capital, LLC
DECREASED2,5253,357-832-25%$558.2K$505.9K-$52.3K2026-11-06
Keybank National Association
INCREASED2,3152,221+94+4%$397.4K$463.8K+$66.3K2026-11-04
Lido Advisors, LLC
INCREASED2,2721,857+415+22%$332.3K$455.4K+$123.0K2026-11-04
Farther Finance Advisors, LLC
INCREASED2,2722,182+90+4%$390.6K$455.1K+$64.5K2026-10-08
T3 Companies, LLC
NEW2,131—+2,131——$426.9K—2026-10-22
Xponance LLC
DECREASED2,1262,229-103-5%$398.9K$425.9K+$27.0K2026-11-03
CIBC Asset Management Inc
UNCHANGED2,0342,03400%$364.0K$407.5K+$43.5K2026-11-05
Summit Securities Group LLC
NEW1,990—+1,990——$398.7K—2026-11-05
Meixler Investment Management, Ltd.
DECREASED1,9569,357-7,401-79%$1.7M$391.9K-$1.3M2026-11-03
Signaturefd, LLC
INCREASED1,8771,832+45+2%$327.8K$376.0K+$48.2K2026-10-23
Covestor Ltd
INCREASED1,82635+1,791+5117%$6$366+$3602026-10-30
State of Alaska, Department of Revenue
DECREASED1,6821,804-122-7%$322.0K$336-$321.7K2026-10-15
Delta Capital Management LLC
DECREASED1,6701,730-60-3%$310$335+$252026-10-16
Investors Research Corp
UNCHANGED1,5751,57500%$281.8K$315.5K+$33.7K2026-10-07
Citizens Financial Group Inc
INCREASED1,5481,531+17+1%$274.0K$310.2K+$36.2K2026-10-23
Baker Ellis Asset Management LLC
UNCHANGED1,5001,50000%$268.4K$300.5K+$32.1K2026-10-14
Paragon Capital Management Ltd
DECREASED1,4671,468-10%$262.8K$293.8K+$31.0K2026-10-09
Apollon Wealth Management, LLC
UNCHANGED1,4601,46000%$261.3K$292.5K+$31.2K2026-10-23
Quadrant Capital Group LLC
DECREASED1,3991,401-20%$250.7K$273.7K+$23.0K2026-10-20
Machina Capital S.A.S.
NEW1,389—+1,389——$278.3K—2026-11-05
Moran Wealth Management, LLC
DECREASED1,358103,649-102,291-99%$18.5M$272.1K-$18.3M2026-10-22
Abel Hall, LLC
INCREASED1,3311,322+9+1%$236.6K$266.7K+$30.1K2026-10-19
StoneX Group Inc.
NEW1,324—+1,324——$276.4K—2026-11-03
Virginia Retirement Systems ET Al
UNCHANGED1,2001,20000%$214.7K$240.4K+$25.7K2026-10-28
Independent Financial Group, LLC
UNCHANGED1,2001,20000%$214.7K$240.4K+$25.7K2026-10-13
Greenleaf Trust
DECREASED1,1611,412-251-18%$252.7K$232.6K-$20.1K2026-10-29
Uncommon Cents Investing Inc
NEW1,100—+1,100——$220.4K—2026-10-20
Crossmark Global Holdings, Inc.
NEW1,090—+1,090——$218.4K—2026-10-21
Swiss Life Asset Management Ltd
NEW1,088—+1,088——$218.0K—2026-11-03
Fragasso Financial Advisors Inc
NEW1,079—+1,079——$211.6K—2026-10-13
Maryland State Retirement & Pension System
NEW1,054—+1,054——$211.2K—2026-11-05
Kestra Advisory Services, LLC
NEW1,039—+1,039——$208.1K—2026-11-02
Nemes Rush Group LLC
UNCHANGED1,0111,01100%$180.9K$202.5K+$21.6K2026-11-04
Courier Capital LLC
NEW1,000—+1,000——$200.3K—2026-10-19
BKM Wealth Management, LLC
NEW1,000—+1,000——$200.3K—2026-10-22
Caitong International Asset Management Co., Ltd
NEW999—+999——$200.1K—2026-10-29
Strs Ohio
INCREASED837704+133+19%$126.0K$167.7K+$41.7K2026-10-30
Bfsg, LLC
DECREASED7751,021-246-24%$182.7K$155.3K-$27.4K2026-10-30
Gamma Investing LLC
INCREASED629429+200+47%$76.8K$126.0K+$49.2K2026-10-08
Jacobi Capital Management LLC
NEW613—+613——$122.9K—2026-11-05
KBC Group NV
UNCHANGED59859800%$107.0K$120-$106.9K2026-10-22
Fulcrum Asset Management LLP
NEW568—+568——$114.6K—2026-11-04
Parallel Advisors, LLC
INCREASED560532+28+5%$95.3K$112.2K+$16.8K2026-11-03
Eurizon Capital SGR S.p.A.
NEW523—+523——$104.8K—2026-11-06
Sterling Capital Management LLC
DECREASED509531-22-4%$95.0K$102.0K+$7.0K2026-10-22
Pflug Koory, LLC
UNCHANGED49049000%$87.7K$98.2K+$10.5K2026-10-26
Parkside Financial Bank & Trust
INCREASED476245+231+94%$43.8K$95.4K+$51.5K2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED45545500%$81.4K$91.2K+$9.7K2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED386197+189+96%$35.0K$78.2K+$43.3K2026-11-05
3 Factor Indexing, LLC
UNCHANGED32532500%$58.2K$65.1K+$7.0K2026-10-15
Versant Capital Management, Inc
INCREASED287279+8+3%$49.9K$57.5K+$7.6K2026-10-02
GHP Investment Advisors, Inc.
UNCHANGED27627600%$49.4K$55.3K+$5.9K2026-10-15
Root Financial Partners, LLC
NEW222—+222——$44.5K—2026-10-21
Birchbrook, Inc.
UNCHANGED21121100%$37.8K$42.4K+$4.6K2026-10-14
First Horizon Corp
UNCHANGED20120100%$36.0K$40.3K+$4.3K2026-10-26
EverSource Wealth Advisors, LLC
DECREASED193206-13-6%$36.9K$38.7K+$1.8K2026-11-04
IFP Advisors, Inc
DECREASED1891,689-1,500-89%$302.2K$37.9K-$264.4K2026-10-16
Essential Partners LLC
DECREASED174189-15-8%$33.8K$34.9K+$1.0K2026-10-14
Blue Trust, Inc.
DECREASED133599-466-78%$107.2K$26.6K-$80.5K2026-10-15
Deseret Mutual Benefit Administrators
UNCHANGED11611600%$20.8K$23.2K+$2.5K2026-11-04
Ashurst Perkins Coie Trust Co
UNCHANGED11211200%$20.0K$22.4K+$2.4K2026-10-15
Mather Group, Llc.
INCREASED10889+19+21%$15.8K$21.5K+$5.7K2026-10-14
William Mack & Associates, Inc.
NEW101—+101——$20.3K—2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED10010000%$17.9K$20.0K+$2.1K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED99123-24-20%$22.0K$19.8K-$2.2K2026-10-05
Assetmark, Inc
UNCHANGED878700%$15.6K$17.4K+$1.9K2026-10-21
Roxbury Financial LLC
UNCHANGED858500%$15.3K$17.1K+$1.8K2026-10-01
Owl Creek Wealth Partners LLC
UNCHANGED858500%$15.2K$17.0K+$1.8K2026-10-20
Private Trust Co NA
UNCHANGED808000%$14.3K$16.0K+$1.7K2026-10-20
Nfsg Corp
DECREASED79103-24-23%$18.5K$15.7K-$2.7K2026-10-15
TD Private Client Wealth LLC
UNCHANGED737300%$13.1K$14.6K+$1.6K2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED717100%$12.7K$14.2K+$1.5K2026-10-20
Fortitude Family Office, LLC
UNCHANGED707000%$12.5K$14.0K+$1.5K2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED696900%$12.3K$13.8K+$1.5K2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED6058+2+3%$10.4K$12.0K+$1.6K2026-10-27
Elyxium Wealth, LLC
NEW58—+58——$11.6K—2026-10-27
North Star Investment Management Corp.
UNCHANGED585800%$10.4K$11.6K+$1.2K2026-10-27
Larson Financial Group LLC
NEW54—+54——$10.8K—2026-11-05
Manchester Capital Management LLC
INCREASED5453+1+2%$9.5K$10.8K+$1.3K2026-10-22
Princeton Global Asset Management LLC
UNCHANGED505000%$8.9K$10.0K+$1.1K2026-10-21
Acumen Wealth Advisors, LLC
NEW43—+43——$8.6K—2026-11-05
WPG Advisers, LLC
UNCHANGED414100%$7.3K$8.2K+$8772026-10-27
Compass Financial Management LLC
DECREASED3642-6-14%$8.1K$7.2K-$9052026-10-30
Torren Management, LLC
UNCHANGED333300%$5.9K$6.6K+$7062026-10-29
Prudent Man Investment Management, Inc.
NEW32—+32——$6.4K—2026-11-03
Bell Investment Advisors, Inc
UNCHANGED292900%$5.2K$5.8K+$6202026-10-29
Bare Financial Services, Inc
UNCHANGED222200%$3.9K$4.4K+$4702026-11-04
High Note Wealth, LLC
UNCHANGED212100%$3.8K$4.2K+$4492026-10-27
Marquette Asset Management, LLC
UNCHANGED202000%$3.6K$4.0K+$4282026-10-09
Creative Capital Management Investments LLC
INCREASED1918+1+6%$3.2K$3.8K+$5852026-10-28
True Wealth Design, LLC
INCREASED177+10+143%$1.3K$3.4K+$2.2K2026-10-13
SJS Investment Consulting Inc.
UNCHANGED161600%$2.9K$3.2K+$3422026-10-26
Farmers & Merchants Investments Inc
DECREASED1516-1-6%$2.9K$3.0K+$1422026-10-22
Bay Harbor Wealth Management, LLC
INCREASED1514+1+7%$2.5K$3.0K+$5002026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED151500%$2.7K$3.0K+$3212026-10-16
Entrust Financial LLC
NEW12—+12——$2.4K—2026-11-04
Elevation Wealth Partners, LLC
INCREASED117+4+57%$1.3K$2.2K+$9512026-10-07
Central Trust Co
UNCHANGED101000%$1.8K$2.0K+$2142026-11-05
Rossby Financial, LCC
UNCHANGED101000%$1.8K$2.0K+$2132026-11-05
Burk Holdings LLC
NEW9—+9——$1.8K—2026-11-05
James T. Borello RIA
UNCHANGED9900%$1.6K$1.8K+$1922026-10-16
Smallwood Wealth Investment Management, LLC
NEW6—+6——$1.2K—2026-10-30
MV Capital Management, Inc.
UNCHANGED6600%$1.1K$1.2K+$1292026-10-29
Valley National Advisers Inc
NEW5—+5——$1.0K—2026-10-23
Grove Bank & Trust
UNCHANGED5500%$895$1.0K+$1072026-10-08
Breakwater Investment Management
NEW4—+4——$802—2026-10-20
Capital Advisors, Ltd. LLC
UNCHANGED4400%$1$1$02026-10-27
Hughes Financial Services, LLC
UNCHANGED4400%$716$849+$1332026-10-30
Albion Financial Group
NEW3—+3——$533—2026-10-21
Proathlete Wealth Management LLC
NEW3—+3——$601—2026-10-15
DecisionPoint Financial, LLC
UNCHANGED2200%$355$406+$512026-10-27
Trust Co
UNCHANGED2200%$361$404+$432026-10-09
Mosley Wealth Management
UNCHANGED2200%$358$424+$662026-10-16
TFC Financial Management, Inc.
UNCHANGED1100%$179$201+$222026-10-26
Maryland Capital Advisors Inc.
UNCHANGED1100%$179$201+$222026-10-15
Planning Strategies Inc.
UNCHANGED1100%$179$200+$212026-10-02
Hamlin Capital Management, LLC
CLOSED0129,925-129,925-100%$23.3M$0-$23.3M2026-10-08
Imc-Chicago, LLC
CLOSED06,112-6,112-100%$1.1M$0-$1.1M2026-11-05
Vise Technologies, Inc.
CLOSED01,907-1,907-100%$341.2K$0-$341.2K2026-10-29
Argos Wealth Advisors, LLC
CLOSED01,347-1,347-100%$241.0K$0-$241.0K2026-11-02
Kornitzer Capital Management Inc
CLOSED01,250-1,250-100%$223.7K$0-$223.7K2026-11-03
Founders Capital Management
CLOSED0550-550-100%$98.4K$0-$98.4K2026-10-13
Guardian Partners Inc.
CLOSED0422-422-100%$75.5K$0-$75.5K2026-10-21
International Assets Investment Management, LLC
CLOSED0179-179-100%$31.7K$0-$31.7K2026-11-02
Salem Investment Counselors Inc
CLOSED0158-158-100%$28.3K$0-$28.3K2026-10-13
Bullseye Investment Management, LLC
CLOSED0100-100-100%$17.9K$0-$17.9K2026-10-29
Cranbrook Wealth Management, LLC
CLOSED024-24-100%$4.3K$0-$4.3K2026-10-28
Ares Financial Consulting, LLC
CLOSED05-5-100%$895$0-$8952026-10-19
Navigoe, LLC
CLOSED04-4-100%$0$0$02026-11-04
Activest Wealth Management
CLOSED02-2-100%$358$0-$3582026-10-15
NBT Bank, N.A.
CLOSED02-2-100%$358$0-$3582026-10-21
GoalVest Advisory LLC
CLOSED02-2-100%$358$0-$3582026-10-02
Cornerstone Planning Group LLC
CLOSED01-1-100%$215$0-$2152026-10-16
AdvisorNet Financial, Inc
CLOSED01-1-100%$179$0-$1792026-10-15
Halbert Hargrove Global Advisors, LLC
CLOSED000—$52$0-$522026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED09-9-100%$1.6K$0-$1.6K2026-10-14
BlackRock, Inc.
N/A—2,333,144-2,333,144-100%$417.5M———
Victory Capital Management Inc
N/A—1,642,363-1,642,363-100%$293.9M———
Bank of Montreal
N/A—825,389-825,389-100%$147.7M———
Vanguard Portfolio Management LLC
N/A—796,548-796,548-100%$142.5M———
Vanguard Capital Management LLC
N/A—764,299-764,299-100%$136.8M———
LSV Asset Management
N/A—678,533-678,533-100%$121.4M———
Charles Schwab Investment Management Inc
N/A—631,653-631,653-100%$113.0M———
State Street Corp
N/A—625,209-625,209-100%$111.9M———
Morgan Stanley
N/A—584,751-584,751-100%$104.6M———
AQR Capital Management LLC
N/A—456,043-456,043-100%$81.6M———
Bank of America Corp
N/A—441,829-441,829-100%$79.1M———
Gamco Investors, Inc. ET AL
N/A—394,387-394,387-100%$70.6M———
Goldman Sachs Group Inc
N/A—385,752-385,752-100%$69.0M———
Geode Capital Management, LLC
N/A—355,157-355,157-100%$63.6M———
UBS Group AG
N/A—245,492-245,492-100%$43.9M———
Invesco Ltd.
N/A—241,287-241,287-100%$43.2M———
Norges Bank
N/A—200,575-200,575-100%$35.9M———
Millennium Management LLC
N/A—168,776-168,776-100%$30.2M———
FMR LLC
N/A—152,615-152,615-100%$27.3M———
Northern Trust Corp
N/A—148,914-148,914-100%$26.6M———
First Trust Advisors LP
N/A—139,992-139,992-100%$25.1M———
Horizon Kinetics Asset Management LLC
N/A—139,067-139,067-100%$24.9M———
J. Goldman & Co LP
N/A—121,579-121,579-100%$21.8M———
D. E. Shaw & Co., Inc.
N/A—117,983-117,983-100%$21.1M———
JPMorgan Chase & Co
N/A—116,580-116,580-100%$21.1M———
Vanguard Fiduciary Trust Co
N/A—114,728-114,728-100%$20.5M———
Gotham Asset Management, LLC
N/A—111,940-111,940-100%$20.0M———
Barclays PLC
N/A—95,864-95,864-100%$17.2M———
Gabelli Funds LLC
N/A—84,000-84,000-100%$15.0M———
Squarepoint Ops LLC
N/A—78,666-78,666-100%$14.1M———
Janney Montgomery Scott LLC
N/A—64,163-64,163-100%$11.5M———
PDT Partners, LLC
N/A—64,010-64,010-100%$11.5M———
Franklin Resources Inc
N/A—63,226-63,226-100%$11.3M———
Voloridge Investment Management, LLC
N/A—62,533-62,533-100%$11.2M———
Rhumbline Advisers
N/A—56,805-56,805-100%$10.2M———
UBS Asset Management Americas LLC
N/A—51,935-51,935-100%$9.3M———
Renaissance Technologies LLC
N/A—51,700-51,700-100%$9.3M———
Quantinno Capital Management LP
N/A—49,767-49,767-100%$8.9M———
Allworth Financial LP
N/A—48,347-48,347-100%$8.7M———
Ameriprise Financial Inc
N/A—48,060-48,060-100%$8.6M———
Raymond James Financial Inc
N/A—47,841-47,841-100%$8.6M———
Gilder Gagnon Howe & Co LLC
N/A—41,166-41,166-100%$7.4M———
Hancock Whitney Corp
N/A—40,983-40,983-100%$7.3M———
Royal Bank of Canada
N/A—40,643-40,643-100%$7.3M———
Calydon Capital
N/A—39,620-39,620-100%$7.1M———
Swiss National Bank
N/A—36,300-36,300-100%$6.5M———
Deutsche Bank Ag\
N/A—31,140-31,140-100%$5.6M———
Nuveen, LLC
N/A—29,029-29,029-100%$5.2M———
Legal & General Group Plc
N/A—27,068-27,068-100%$4.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—26,538-26,538-100%$4.7M———
Ilex Capital Partners (UK) LLP
N/A—26,373-26,373-100%$4.7M———
Natixis
N/A—25,563-25,563-100%$4.6M———
BNP Paribas Financial Markets
N/A—22,780-22,780-100%$4.1M———
Alliancebernstein L.P.
N/A—21,237-21,237-100%$3.2M———
California State Teachers Retirement System
N/A—20,551-20,551-100%$3.7M———
SEI Investments Co
N/A—20,259-20,259-100%$3.6M———
Inspire Advisors, LLC
N/A—17,757-17,757-100%$3.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—17,400-17,400-100%$3.1M———
Price T Rowe Associates Inc
N/A—17,345-17,345-100%$3.1M———
Vanguard Asset Management, Ltd
N/A—16,861-16,861-100%$3.0M———
State Board of Administration of Florida Retirement System
N/A—15,916-15,916-100%$2.8M———
London Co of Virginia
N/A—15,816-15,816-100%$2.8M———
Canada Life Assurance Co
N/A—14,943-14,943-100%$2.7M———
Manufacturers Life Insurance Company, the
N/A—14,735-14,735-100%$2.6M———
HRT Financial LP
N/A—14,478-14,478-100%$2.6M———
HighTower Advisors, LLC
N/A—14,221-14,221-100%$2.5M———
Quantbot Technologies LP
N/A—14,020-14,020-100%$2.5M———
Jump Financial, LLC
N/A—12,958-12,958-100%$2.3M———
Vestmark Advisory Solutions, Inc.
N/A—12,940-12,940-100%$2.3M———
Holocene Advisors, LP
N/A—12,524-12,524-100%$2.2M———
LPL Financial LLC
N/A—12,220-12,220-100%$2.2M———
Envestnet Asset Management Inc
N/A—12,054-12,054-100%$2.2M———
Significant Wealth Partners LLC
N/A—12,032-12,032-100%$2.2M———
Citadel Advisors LLC
N/A—11,906-11,906-100%$2.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—11,569-11,569-100%$2.1M———
Wells Fargo & Company
N/A—11,512-11,512-100%$2.1M———
SummitTX Capital, L.P.
N/A—11,061-11,061-100%$2.0M———
Flputnam Investment Management Co
N/A—10,935-10,935-100%$2.0M———
Logan Capital Management Inc
N/A—10,527-10,527-100%$1.9M———
Blue Chip Partners, LLC
N/A—10,497-10,497-100%$1.9M———
American Century Companies Inc
N/A—9,769-9,769-100%$1.7M———
XTX Topco Ltd
N/A—9,156-9,156-100%$1.6M———
Palisade Capital Management, LP
N/A—9,058-9,058-100%$1.6M———
MetLife Investment Management, LLC
N/A—8,851-8,851-100%$1.6M———
Jupiter Topco LLC
N/A—8,472-8,472-100%$1.5M———
O'shaughnessy Asset Management, LLC
N/A—8,408-8,408-100%$1.5M———
Police & Firemen's Retirement System of New Jersey
N/A—8,234-8,234-100%$1.5M———
Allstate Corp
N/A—8,136-8,136-100%$1.5M———
State of Tennessee, Department of Treasury
N/A—8,006-8,006-100%$1.4M———
Summit Trail Advisors, LLC
N/A—7,712-7,712-100%$1.4M———
Nomura Asset Management International Inc.
N/A—7,600-7,600-100%$1.4M———
Treasurer of the State of North Carolina
N/A—7,522-7,522-100%$1.3M———
Occudo Quantitative Strategies LP
N/A—7,412-7,412-100%$1.3M———
Denali Advisors LLC
N/A—7,381-7,381-100%$1.3M———
Cerity Partners LLC
N/A—7,318-7,318-100%$1.3M———
New York State Common Retirement Fund
N/A—7,266-7,266-100%$1.3M———
Vanguard Personalized Indexing Management, LLC
N/A—7,219-7,219-100%$1.3M———
Two Sigma Investments, LP
N/A—7,197-7,197-100%$1.3M———
Neuberger Berman Group LLC
N/A—7,190-7,190-100%$1.3M———
Cetera Investment Advisers
N/A—7,167-7,167-100%$1.3M———
Vanguard Global Advisers, LLC
N/A—7,132-7,132-100%$1.3M———
LOS Angeles Capital Management LLC
N/A—7,113-7,113-100%$1.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—7,020-7,020-100%$1.3M———
HSBC Holdings PLC
N/A—6,702-6,702-100%$1.2M———
Guggenheim Capital LLC
N/A—6,566-6,566-100%$1.2M———
Vestcor Inc
N/A—6,451-6,451-100%$1.2M———
Schonfeld Strategic Advisors LLC
N/A—6,356-6,356-100%$1.1M———
Everstar Asset Management, LLC
N/A—6,192-6,192-100%$1.1M———
Handelsbanken Fonder AB
N/A—6,016-6,016-100%$1.1K———
Basepoint Wealth LLC
N/A—6,014-6,014-100%$1.1M———
Diamant Asset Management, Inc.
N/A—5,915-5,915-100%$1.1M———
Worldquant Millennium Advisors LLC
N/A—5,899-5,899-100%$1.1M———
Teachers Retirement System of the State of Kentucky
N/A—5,896-5,896-100%$1.1M———
Arax Advisory Partners
N/A—5,838-5,838-100%$1.0M———
Miller Capital Partners, Inc.
N/A—5,679-5,679-100%$1.0M———
SG Americas Securities, LLC
N/A—5,587-5,587-100%$1.0M———
Tidal Investments LLC
N/A—5,333-5,333-100%$954.3K———
Integrated Wealth Concepts LLC
N/A—5,284-5,284-100%$945.5K———
Public Employees Retirement System of Ohio
N/A—5,033-5,033-100%$900.7K———
Vanguard Investments Australia, Ltd.
N/A—4,965-4,965-100%$888.5K———
Frec Markets, Inc.
N/A—4,947-4,947-100%$885.3K———
Focus Partners Wealth
N/A—4,909-4,909-100%$878.5K———
Mercer Global Advisors Inc
N/A—4,684-4,684-100%$838.2K———
AXQ Capital, LP
N/A—4,587-4,587-100%$820.8K———
Croban
N/A—4,566-4,566-100%$817.0K———
Pathstone Holdings, LLC
N/A—4,504-4,504-100%$806.0K———
Man Group plc
N/A—4,459-4,459-100%$797.9K———
KLP Kapitalforvaltning AS
N/A—4,400-4,400-100%$787.4K———
Verition Fund Management LLC
N/A—4,204-4,204-100%$752.3K———
Mariner, LLC
N/A—4,149-4,149-100%$742.5K———
Northwestern Mutual Investment Management Company, LLC
N/A—4,141-4,141-100%$741.0K———
Teacher Retirement System of Texas
N/A—3,851-3,851-100%$689.1K———
Osaic Holdings, Inc.
N/A—3,803-3,803-100%$680.8K———
Russell Investments Group, Ltd.
N/A—3,786-3,786-100%$677.7K———
Financial Engines Advisors L.L.C.
N/A—3,697-3,697-100%$661.6K———
PNC Financial Services Group, Inc.
N/A—3,470-3,470-100%$621.0K———
Ameritas Investment Partners, Inc.
N/A—3,380-3,380-100%$604.9K———
Quent Capital, LLC
N/A—3,362-3,362-100%$603.4K———
Stifel Financial Corp
N/A—3,310-3,310-100%$592.4K———
Private Advisor Group, LLC
N/A—3,199-3,199-100%$572.5K———
Tower Research Capital LLC (TRC)
N/A—3,101-3,101-100%$554.9K———
Captrust Financial Advisors
N/A—3,081-3,081-100%$551.3K———
Pacer Advisors, Inc.
N/A—2,957-2,957-100%$529.0K———
Wealthspire Advisors, LLC
N/A—2,813-2,813-100%$503.4K———
Sequoia Financial Advisors, LLC
N/A—2,485-2,485-100%$444.7K———
M&T Bank Corp
N/A—2,484-2,484-100%$444.7K———
Moneta Group Investment Advisors LLC
N/A—2,430-2,430-100%$434.8K———
State of Wisconsin Investment Board
N/A—2,421-2,421-100%$433.2K———
CIBC Bancorp USA Inc.
N/A—2,404-2,404-100%$426.7K———
QRG Capital Management, Inc.
N/A—2,240-2,240-100%$400.9K———
Public Employees Retirement Association of Colorado
N/A—2,230-2,230-100%$399.0K———
Impact Partnership Wealth, LLC
N/A—2,223-2,223-100%$397.7K———
Rafferty Asset Management, LLC
N/A—2,200-2,200-100%$393.7K———
Brown Advisory Inc
N/A—2,179-2,179-100%$389.9K———
&partners
N/A—2,110-2,110-100%$377.6K———
Johnson Investment Counsel Inc
N/A—2,038-2,038-100%$364.7K———
Callan Family Office, LLC
N/A—1,914-1,914-100%$342.5K———
Federation des caisses Desjardins du Quebec
N/A—1,896-1,896-100%$339.3K———
Syon Capital LLC
N/A—1,895-1,895-100%$339.1K———
Panagora Asset Management Inc
N/A—1,860-1,860-100%$332.8K———
Donaldson Capital Management, LLC
N/A—1,843-1,843-100%$329.9K———
United Capital Financial Advisors, LLC
N/A—1,794-1,794-100%$321.0K———
Hantz Financial Services, Inc.
N/A—1,789-1,789-100%$320.0K———
Aristeia Capital, L.L.C.
N/A—1,760-1,760-100%$315.0K———
Equitable Holdings, Inc.
N/A—1,751-1,751-100%$313.4K———
Envestnet Portfolio Solutions, Inc.
N/A—1,734-1,734-100%$310.3K———
Merit Financial Group, LLC
N/A—1,705-1,705-100%$305.2K———
Vident Advisory, LLC
N/A—1,661-1,661-100%$297.2K———
Severin Investments, LLC
N/A—1,576-1,576-100%$282.1K———
HBK Sorce Advisory LLC
N/A—1,537-1,537-100%$331.6K———
Sanctuary Advisors, LLC
N/A—1,520-1,520-100%$272.1K———
Federated Hermes, Inc.
N/A—1,422-1,422-100%$254.5K———
Brevan Howard Capital Management LP
N/A—1,394-1,394-100%$249.5K———
Voya Investment Management LLC
N/A—1,351-1,351-100%$241.8K———
Securian Asset Management, Inc
N/A—1,347-1,347-100%$273.0K———
Coldstream Capital Management Inc
N/A—1,331-1,331-100%$238.2K———
Atlas Capital Advisors Inc.
N/A—1,288-1,288-100%$230.5K———
Invictus Private Wealth, LLC
N/A—1,273-1,273-100%$227.8K———
Empowered Funds, LLC
N/A—1,259-1,259-100%$225.3K———
Sagewood Asset Management LP
N/A—1,247-1,247-100%$223.2K———
Northwestern Mutual Wealth Management Co
N/A—1,238-1,238-100%$221.5K———
Red Door Wealth Management, LLC
N/A—1,219-1,219-100%$218.1K———
Dorsey & Whitney Trust Co LLC
N/A—1,215-1,215-100%$217.4K———
Ensign Peak Advisors, Inc
N/A—1,179-1,179-100%$211.0K———
Xcelsior Advisor Partners LLC
N/A—1,142-1,142-100%$204.4K———
Bessemer Group Inc
N/A—865-865-100%$151.0K———
Jones Financial Companies Lllp
N/A—776-776-100%$141.5K———
Steward Partners Investment Advisory, LLC
N/A—722-722-100%$129.2K———
Rockefeller Capital Management L.P.
N/A—552-552-100%$99.0K———
BFC Planning, Inc.
N/A—515-515-100%$92.1K———
Smartleaf Asset Management LLC
N/A—509-509-100%$91.7K———
Ancora Advisors LLCA
N/A—500-500-100%$89.5K———
Nykredit A/S
N/A—488-488-100%$87.3K———
Caldwell Sutter Capital, Inc.
N/A—465-465-100%$83.2K———
Whittier Trust Co
N/A—400-400-100%$73.4K———
IFG Advisory, LLC
N/A—355-355-100%$63.5K———
Global Retirement Partners, LLC
N/A—297-297-100%$53.2K———
UMB Bank, n.a.
N/A—296-296-100%$53.0K———
Whittier Trust Co of Nevada Inc
N/A—263-263-100%$48.6K———
Nomura Asset Management Co LTD
N/A—260-260-100%$46.5K———
Core Capital Management & Research, inc.
N/A—241-241-100%$52.6K———
Rothschild Investment LLC
N/A—238-238-100%$42.6K———
CVA Family Office, LLC
N/A—152-152-100%$27.2K———
BNP Paribas Asset Management Holding S.A.
N/A—149-149-100%$26.7K———
Aquatic Capital Management LLC
N/A—119-119-100%$21.3K———
Clearstead Advisors, LLC
N/A—106-106-100%$19.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—100-100-100%$17.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—100-100-100%$17.9K———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$17.9K———
Basecamp Wealth Advisors LLC
N/A—97-97-100%$17.4K———
Geneos Wealth Management Inc.
N/A—86-86-100%$15.4K———
Private Wealth Asset Management, LLC
N/A—71-71-100%$12.7K———
Ameritas Advisory Services, LLC
N/A—57-57-100%$10.3K———
Huntington National Bank
N/A—55-55-100%$9.8K———
Bruce G. Allen Investments, LLC
N/A—54-54-100%$9.7K———
IMA Advisory Services, Inc.
N/A—53-53-100%$9.5K———
Quarry LP
N/A—52-52-100%$9.3K———
Keating Financial Advisory Services, Inc.
N/A—46-46-100%$8.2K———
Fiduciary Financial Advisors
N/A—45-45-100%$7.3K———
Walleye Trading LLC
N/A—42-42-100%$7.5K———
Transamerica Financial Advisors, LLC
N/A—40-40-100%$7.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—32-32-100%$5.7K———
Sachetta, LLC
N/A—31-31-100%$5.5K———
Clearstead Trust, LLC
N/A—27-27-100%$4.8K———
Bogart Wealth, LLC
N/A—26-26-100%$4.7K———
Zions Bancorporation, National Association
N/A—20-20-100%$3.6K———
Rialto Wealth Management, LLC
N/A—17-17-100%$3.0K———
Cornerstone Financial Management LLC
N/A—15-15-100%$2.7K———
Brown Brothers Harriman & Co
N/A—11-11-100%$2.0K———
SHP Wealth Management
N/A—11-11-100%$2.0K———
HFM Investment Advisors, LLC
N/A—9-9-100%$1.6K———
Strategic Wealth Partners, Ltd.
N/A—7-7-100%$1.3K———
JPL Wealth Management, LLC
N/A—6-6-100%$1.1K———
Ogorek Anthony Joseph
N/A—6-6-100%$1———
Raffa Wealth Management, LLC
N/A—5-5-100%$895———
LRI Investments, LLC
N/A—4-4-100%$716———
S&T Bank
N/A—3-3-100%$537———
Harbour Investments, Inc.
N/A—2-2-100%$438———
Beaird Harris Wealth Management, LLC
N/A—2-2-100%$358———
Seneschal Advisors, LLC
N/A—1-1-100%$179———
Showing 433 of 433 institutions