Phinia Inc (PHIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares2,382,292 from 2,361,225

Change+21,067 (+1%)

Value$141.6M (-$52.9M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares365,055 from 368,771

Change-3,716 (-1%)

Value$21.7M (-$8.7M)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares233,667 from 207,915

Change+25,752 (+12%)

Value$13.9M (-$3.2M)

Filed 2026-11-02

Banyan Capital Management, Inc.

DECREASED

Shares186,430 from 189,567

Change-3,137 (-2%)

Value$11.1M (-$4.5M)

Filed 2026-11-05

Kestrel Investment Management Corp

DECREASED

Shares154,700 from 163,500

Change-8,800 (-5%)

Value$9.2M (-$4.3M)

Filed 2026-11-02

Creative Planning

INCREASED

Shares83,010 from 69,713

Change+13,297 (+19%)

Value$4.9M (-$809.0K)

Filed 2026-11-02

Swedbank AB

UNCHANGED

Shares66,752 from 66,752

Change0 (0%)

Value$4.0M (-$1.5M)

Filed 2026-10-27

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares63,849 from 29,184

Change+34,665 (+119%)

Value$3.8M (+$1.4M)

Filed 2026-10-16

CWA Asset Management Group, LLC

INCREASED

Shares50,822 from 46,410

Change+4,412 (+10%)

Value$3.0M (-$802.4K)

Filed 2026-10-19

New York State Teachers Retirement System

DECREASED

Shares50,710 from 51,453

Change-743 (-1%)

Value$3.0K (-$4.2M)

Filed 2026-10-22

Ballast Asset Management, LP

DECREASED

Shares40,507 from 41,737

Change-1,230 (-3%)

Value$2.4M (-$1.0M)

Filed 2026-11-04

Knights of Columbus Asset Advisors LLC

INCREASED

Shares38,148 from 37,968

Change+180 (+0%)

Value$2.3M (-$860.3K)

Filed 2026-11-05

Thrivent Financial for Lutherans

DECREASED

Shares23,303 from 24,310

Change-1,007 (-4%)

Value$1.4K (-$2.0M)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares20,900 from 14,700

Change+6,200 (+42%)

Value$1.2M (+$31.2K)

Filed 2026-10-30

Sterling Capital Management LLC

INCREASED

Shares20,799 from 16,857

Change+3,942 (+23%)

Value$1.2M (-$152.4K)

Filed 2026-10-22

Ritholtz Wealth Management

INCREASED

Shares20,513 from 20,348

Change+165 (+1%)

Value$1.2M (-$457.0K)

Filed 2026-11-05

Illinois Municipal Retirement Fund

INCREASED

Shares19,499 from 19,149

Change+350 (+2%)

Value$1.2M (-$418.5K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

INCREASED

Shares18,143 from 17,773

Change+370 (+2%)

Value$1.1M (-$385.7K)

Filed 2026-10-20

State of New Jersey Common Pension Fund D

NEW

Shares16,374

Change+16,374

Value$973.1K

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares15,600 from 16,200

Change-600 (-4%)

Value$927.1K (-$407.3K)

Filed 2026-10-20

Fractal Investments LLC

UNCHANGED

Shares14,900 from 14,900

Change0 (0%)

Value$885.5K (-$341.8K)

Filed 2026-10-28

Long Road Investment Counsel, LLC

DECREASED

Shares13,186 from 14,826

Change-1,640 (-11%)

Value$783.6K (-$437.6K)

Filed 2026-11-04

SummerHaven Investment Management, LLC

NEW

Shares11,703

Change+11,703

Value$695.5K

Filed 2026-10-19

Searle & Co.

DECREASED

Shares11,500 from 12,500

Change-1,000 (-8%)

Value$683.4K (-$346.2K)

Filed 2026-11-04

Achmea Investment Management B.V.

NEW

Shares11,200

Change+11,200

Value$666.1K

Filed 2026-10-30

Ethic Inc.

INCREASED

Shares11,091 from 10,741

Change+350 (+3%)

Value$659.1K (-$225.6K)

Filed 2026-11-03

Chicago Trust Co NA

DECREASED

Shares10,438 from 10,616

Change-178 (-2%)

Value$620.3K (-$254.1K)

Filed 2026-10-28

Arizona State Retirement System

DECREASED

Shares10,429 from 10,462

Change-33 (0%)

Value$619.8K (-$242.0K)

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares9,534 from 23,177

Change-13,643 (-59%)

Value$566.6K (-$1.3M)

Filed 2026-11-04

Amalgamated Bank

DECREASED

Shares9,512 from 9,948

Change-436 (-4%)

Value$565 (-$818.4K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares9,302 from 9,974

Change-672 (-7%)

Value$552.8K (-$268.7K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares8,632 from 8,779

Change-147 (-2%)

Value$513.0K (-$210.1K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares8,397 from 9,252

Change-855 (-9%)

Value$499.0K (-$263.1K)

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares8,252 from 8,448

Change-196 (-2%)

Value$490.4K (-$205.4K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares8,168 from 5,374

Change+2,794 (+52%)

Value$485.4K (+$42.8K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares8,069 from 14,329

Change-6,260 (-44%)

Value$478 (-$1.2M)

Filed 2026-10-15

Verdence Capital Advisors LLC

INCREASED

Shares7,957 from 7,931

Change+26 (+0%)

Value$472.9K (-$180.4K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares7,842 from 7,481

Change+361 (+5%)

Value$458.4K (-$126.2K)

Filed 2026-10-13

Fifth Third Wealth Advisors LLC

NEW

Shares6,907

Change+6,907

Value$410.5K

Filed 2026-10-22

Quadrant Capital Group LLC

INCREASED

Shares6,794 from 6,753

Change+41 (+1%)

Value$384.1K (-$172.1K)

Filed 2026-10-20

Olympiad Research LP

NEW

Shares6,751

Change+6,751

Value$401.2K

Filed 2026-11-04

HUB Investment Partners, LLC

NEW

Shares6,320

Change+6,320

Value$375.6K

Filed 2026-11-03

Pictet Asset Management Holding SA

UNCHANGED

Shares6,032 from 6,032

Change0 (0%)

Value$358.5K (-$138.4K)

Filed 2026-11-03

Acorn Financial Advisory Services Inc

DECREASED

Shares5,256 from 5,373

Change-117 (-2%)

Value$312.4K (-$130.1K)

Filed 2026-11-02

US Bancorp \de\

DECREASED

Shares5,111 from 5,183

Change-72 (-1%)

Value$303.7K (-$123.2K)

Filed 2026-11-05

Keybank National Association

DECREASED

Shares5,063 from 5,723

Change-660 (-12%)

Value$300.9K (-$170.5K)

Filed 2026-11-04

ProShare Advisors LLC

DECREASED

Shares5,042 from 5,299

Change-257 (-5%)

Value$299.6K (-$136.8K)

Filed 2026-10-29

First Citizens Bank & Trust Co

DECREASED

Shares4,622 from 12,219

Change-7,597 (-62%)

Value$274.7K (-$731.8K)

Filed 2026-10-14

Baron Wealth Management LLC

INCREASED

Shares4,598 from 4,542

Change+56 (+1%)

Value$273.2K (-$100.9K)

Filed 2026-10-27

State of Michigan Retirement System

UNCHANGED

Shares4,218 from 4,218

Change0 (0%)

Value$250.7K (-$96.8K)

Filed 2026-10-27

Mutual of America Capital Management LLC

DECREASED

Shares4,181 from 4,241

Change-60 (-1%)

Value$248.5K (-$100.9K)

Filed 2026-10-23

Paragon Advisors, LLC

NEW

Shares4,025

Change+4,025

Value$239.2K

Filed 2026-11-03

Citizens Financial Group Inc

DECREASED

Shares3,968 from 4,020

Change-52 (-1%)

Value$235.8K (-$95.3K)

Filed 2026-10-23

Xponance LLC

DECREASED

Shares3,601 from 3,694

Change-93 (-3%)

Value$214.0K (-$90.3K)

Filed 2026-11-03

Evergreen Capital Management LLC

DECREASED

Shares3,427 from 3,441

Change-14 (0%)

Value$203.7K (-$79.8K)

Filed 2026-10-23

CIBC Asset Management Inc

DECREASED

Shares3,398 from 3,484

Change-86 (-2%)

Value$201.9K (-$85.0K)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares2,525 from 2,420

Change+105 (+4%)

Value$150.1K (-$49.3K)

Filed 2026-10-27

State of Wyoming

INCREASED

Shares1,878 from 959

Change+919 (+96%)

Value$111.6K (+$32.6K)

Filed 2026-10-28

Farther Finance Advisors, LLC

INCREASED

Shares1,808 from 423

Change+1,385 (+327%)

Value$107.4K (+$72.7K)

Filed 2026-10-08

Bayforest Capital Ltd

DECREASED

Shares1,741 from 4,419

Change-2,678 (-61%)

Value$103.5K (-$260.5K)

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares1,670 from 1,633

Change+37 (+2%)

Value$99.2K (-$35.3K)

Filed 2026-10-08

Covestor Ltd

INCREASED

Shares1,459 from 177

Change+1,282 (+724%)

Value$86 (+$71)

Filed 2026-10-30

KBC Group NV

UNCHANGED

Shares1,422 from 1,422

Change0 (0%)

Value$85 (-$116.9K)

Filed 2026-10-22

Parallel Advisors, LLC

INCREASED

Shares1,391 from 382

Change+1,009 (+264%)

Value$82.7K (+$51.1K)

Filed 2026-11-03

Signaturefd, LLC

INCREASED

Shares1,023 from 790

Change+233 (+29%)

Value$60.8K (-$4.3K)

Filed 2026-10-23

Central Pacific Bank - Trust Division

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$59.4K (-$22.9K)

Filed 2026-10-06

Harbor Capital Advisors, Inc.

INCREASED

Shares953 from 428

Change+525 (+123%)

Value$57 (-$34.9K)

Filed 2026-10-22

DekaBank Deutsche Girozentrale

NEW

Shares947

Change+947

Value$57

Filed 2026-10-27

iA Global Asset Management Inc.

NEW

Shares902

Change+902

Value$54

Filed 2026-10-29

TD Waterhouse Canada Inc.

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$54.0K (-$16.4K)

Filed 2026-10-16

BI Asset Management Fondsmaeglerselskab A/S

UNCHANGED

Shares704 from 704

Change0 (0%)

Value$42 (-$58.0K)

Filed 2026-10-22

IFP Advisors, Inc

UNCHANGED

Shares669 from 669

Change0 (0%)

Value$39.8K (-$15.3K)

Filed 2026-10-16

CX Institutional

INCREASED

Shares655 from 653

Change+2 (+0%)

Value$39 (-$15)

Filed 2026-10-02

Fulcrum Asset Management LLP

INCREASED

Shares620 from 32

Change+588 (+1838%)

Value$37.5K (+$34.9K)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares598 from 645

Change-47 (-7%)

Value$35.5K (-$17.6K)

Filed 2026-10-05

EverSource Wealth Advisors, LLC

INCREASED

Shares581 from 511

Change+70 (+14%)

Value$34.5K (-$7.6K)

Filed 2026-11-04

Versant Capital Management, Inc

UNCHANGED

Shares468 from 468

Change0 (0%)

Value$27.8K (-$10.7K)

Filed 2026-10-02

Larson Financial Group LLC

INCREASED

Shares453 from 420

Change+33 (+8%)

Value$26.9K (-$7.7K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares439 from 427

Change+12 (+3%)

Value$26.1K (-$9.1K)

Filed 2026-10-21

Fortitude Family Office, LLC

INCREASED

Shares401 from 16

Change+385 (+2406%)

Value$23.8K (+$22.5K)

Filed 2026-10-14

Global Trust Asset Management, LLC

UNCHANGED

Shares387 from 387

Change0 (0%)

Value$23.0K (-$8.9K)

Filed 2026-10-19

Rosenberg Matthew Hamilton

UNCHANGED

Shares310 from 310

Change0 (0%)

Value$18.4K (-$7.1K)

Filed 2026-10-05

Spire Wealth Management

NEW

Shares261

Change+261

Value$15.5K

Filed 2026-10-30

Mcdonald Partners LLC

UNCHANGED

Shares233 from 233

Change0 (0%)

Value$13.8K (-$5.3K)

Filed 2026-11-03

First Horizon Corp

INCREASED

Shares226 from 153

Change+73 (+48%)

Value$13.4K (+$828)

Filed 2026-10-26

Cedar Mountain Advisors, LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$13.4K (-$5.2K)

Filed 2026-10-15

Grove Bank & Trust

UNCHANGED

Shares202 from 202

Change0 (0%)

Value$12.0K (-$4.6K)

Filed 2026-10-08

Wolff Wiese Magana LLC

UNCHANGED

Shares201 from 201

Change0 (0%)

Value$11.9K (-$4.6K)

Filed 2026-10-15

Olistico Wealth, LLC

DECREASED

Shares192 from 212

Change-20 (-9%)

Value$11.4K (-$6.1K)

Filed 2026-10-05

Montag A & Associates Inc

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$10.7K (-$4.1K)

Filed 2026-10-29

JFS Wealth Advisors, LLC

DECREASED

Shares178 from 183

Change-5 (-3%)

Value$10.6K (-$4.5K)

Filed 2026-11-03

Mather Group, Llc.

UNCHANGED

Shares158 from 158

Change0 (0%)

Value$9.4K (-$3.6K)

Filed 2026-10-14

William Mack & Associates, Inc.

NEW

Shares152

Change+152

Value$9.0K

Filed 2026-10-27

Oakworth Capital, Inc.

UNCHANGED

Shares147 from 147

Change0 (0%)

Value$8.7K (-$2.8K)

Filed 2026-10-26

Central Trust Co

UNCHANGED

Shares136 from 136

Change0 (0%)

Value$8.1K (-$3.1K)

Filed 2026-11-05

Clark Wealth Partners

NEW

Shares134

Change+134

Value$8.0K

Filed 2026-10-19

Parkside Financial Bank & Trust

INCREASED

Shares118 from 103

Change+15 (+15%)

Value$7.0K (-$1.5K)

Filed 2026-10-27

WPG Advisers, LLC

INCREASED

Shares104 from 101

Change+3 (+3%)

Value$6.2K (-$2.1K)

Filed 2026-10-27

Compass Financial Management LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.9K (-$2.0K)

Filed 2026-10-30

Cromwell Holdings LLC

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$5.8K (-$2.2K)

Filed 2026-10-28

Bare Financial Services, Inc

DECREASED

Shares84 from 126

Change-42 (-33%)

Value$5.0K (-$5.4K)

Filed 2026-11-04

UMB Private Wealth Management, LLC

NEW

Shares81

Change+81

Value$4.8K

Filed 2026-10-19

Silver Grove Financial Group, Inc.

INCREASED

Shares78 from 72

Change+6 (+8%)

Value$4.6K (-$1.3K)

Filed 2026-11-05

TD Private Client Wealth LLC

DECREASED

Shares67 from 71

Change-4 (-6%)

Value$4.0K (-$1.9K)

Filed 2026-10-28

Lynch Investment Planning, LLC

NEW

Shares65

Change+65

Value$3.9K

Filed 2026-10-27

Valued Wealth Advisors LLC

DECREASED

Shares55 from 60

Change-5 (-8%)

Value$3.3K (-$1.7K)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares53

Change+53

Value$3.2K

Filed 2026-10-30

Bell Investment Advisors, Inc

DECREASED

Shares53 from 73

Change-20 (-27%)

Value$3.2K (-$2.9K)

Filed 2026-10-29

Strengthening Families & Communities, LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$3.1K (-$1.3K)

Filed 2026-10-21

Private Trust Co NA

NEW

Shares49

Change+49

Value$2.9K

Filed 2026-10-20

Mascoma Wealth Management LLC

NEW

Shares48

Change+48

Value$2.9K

Filed 2026-10-23

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$2.4K (-$918)

Filed 2026-10-23

Bayban

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$3.2K ($0)

Filed 2026-11-05

Pension & Wealth Management Advisors, Inc.

NEW

Shares38

Change+38

Value$2.3K

Filed 2026-10-16

Farmers & Merchants Investments Inc

INCREASED

Shares36 from 20

Change+16 (+80%)

Value$2.1K (+$492)

Filed 2026-10-22

High Note Wealth, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$2.1K (-$826)

Filed 2026-10-27

SJS Investment Consulting Inc.

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$2.0K (-$777)

Filed 2026-10-26

Hughes Financial Services, LLC

NEW

Shares32

Change+32

Value$2.0K

Filed 2026-10-30

Blue Trust, Inc.

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$1.8K (-$711)

Filed 2026-10-15

Jacobi Capital Management LLC

NEW

Shares27

Change+27

Value$1.6K

Filed 2026-11-05

Elyxium Wealth, LLC

NEW

Shares26

Change+26

Value$1.5K

Filed 2026-10-27

Arlington Trust Co LLC

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$1.5K (-$597)

Filed 2026-10-20

Physician Wealth Advisors, Inc.

DECREASED

Shares24 from 31

Change-7 (-23%)

Value$1.4K (-$1.1K)

Filed 2026-10-20

Financially Speaking Inc

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.4K (-$216)

Filed 2026-11-05

Nemes Rush Group LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$1.4K (-$528)

Filed 2026-11-04

Owl Creek Wealth Partners LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$1.1K (-$436)

Filed 2026-10-20

Capital Advisors, Ltd. LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1 ($0)

Filed 2026-10-27

MTM Investment Management, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.0K (-$390)

Filed 2026-10-30

Essential Partners LLC

INCREASED

Shares16 from 13

Change+3 (+23%)

Value$951 (-$120)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares14

Change+14

Value$832

Filed 2026-10-21

Burk Holdings LLC

NEW

Shares14

Change+14

Value$832

Filed 2026-11-05

Rossby Financial, LCC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$713 (-$275)

Filed 2026-11-05

Manchester Capital Management LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$654 (-$253)

Filed 2026-10-22

Atlantic Edge Private Wealth Management, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$654 (-$253)

Filed 2026-10-20

McCarley & Cook Financial Planners

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$594 (-$230)

Filed 2026-10-21

Key FInancial Inc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$594 (-$230)

Filed 2026-11-02

Gilpin Wealth Management, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$535 (-$207)

Filed 2026-10-09

Trust Co of Vermont

NEW

Shares8

Change+8

Value$475

Filed 2026-10-21

Private Wealth Management Group, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$476 (-$183)

Filed 2026-10-19

DecisionPoint Financial, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$361 (-$108)

Filed 2026-10-27

Torren Management, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$364 (-$140)

Filed 2026-10-29

Tounjian Advisory Partners, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$385 (-$146)

Filed 2026-11-04

Breakwater Investment Management

NEW

Shares5

Change+5

Value$298

Filed 2026-10-20

True Wealth Design, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$298 (-$114)

Filed 2026-10-13

Highline Wealth Partners LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$238 (-$91)

Filed 2026-10-19

Elevated Capital Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$238 (-$91)

Filed 2026-11-04

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$238 (-$92)

Filed 2026-10-16

Abound Wealth Management

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$238 (-$92)

Filed 2026-10-26

Birchbrook, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$257 (-$98)

Filed 2026-10-14

Godsey & Gibb, Inc

NEW

Shares3

Change+3

Value$179

Filed 2026-10-14

SBI Securities Co., Ltd.

DECREASED

Shares2 from 14

Change-12 (-86%)

Value$119 (-$1.0K)

Filed 2026-10-22

Lanark Financial, Inc.

DECREASED

Shares2 from 5

Change-3 (-60%)

Value$119 (-$292)

Filed 2026-10-26

Mosley Wealth Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$116 (-$49)

Filed 2026-10-16

Ashurst Perkins Coie Trust Co

NEW

Shares1

Change+1

Value$59

Filed 2026-10-15

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$60 (-$23)

Filed 2026-10-15

Oppenheimer Asset Management Inc.

CLOSED

Shares0 from 6,338

Change-6,338 (-100%)

Value$0 (-$522.1K)

Filed 2026-10-27

Jackson Creek Investment Advisors LLC

CLOSED

Shares0 from 6,120

Change-6,120 (-100%)

Value$0 (-$450)

Filed 2026-11-04

Swiss Life Asset Management Ltd

CLOSED

Shares0 from 4,526

Change-4,526 (-100%)

Value$0 (-$372.8K)

Filed 2026-11-03

Virginia Retirement Systems ET Al

CLOSED

Shares0 from 4,200

Change-4,200 (-100%)

Value$0 (-$346.0K)

Filed 2026-10-28

Vise Technologies, Inc.

CLOSED

Shares0 from 4,064

Change-4,064 (-100%)

Value$0 (-$334.8K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 3,633

Change-3,633 (-100%)

Value$0 (-$299.3K)

Filed 2026-11-02

Abel Hall, LLC

CLOSED

Shares0 from 3,546

Change-3,546 (-100%)

Value$0 (-$292.1K)

Filed 2026-10-19

Praxis Investment Management Inc

CLOSED

Shares0 from 3,280

Change-3,280 (-100%)

Value$0 (-$270.0K)

Filed 2026-11-03

Procyon Advisors, LLC

CLOSED

Shares0 from 2,987

Change-2,987 (-100%)

Value$0 (-$246.1K)

Filed 2026-10-21

Summit Global Investments

CLOSED

Shares0 from 2,967

Change-2,967 (-100%)

Value$0 (-$244.0K)

Filed 2026-10-28

Kendall Capital Management

CLOSED

Shares0 from 2,719

Change-2,719 (-100%)

Value$0 (-$224.0K)

Filed 2026-10-23

Baker Ellis Asset Management LLC

CLOSED

Shares0 from 2,629

Change-2,629 (-100%)

Value$0 (-$216.6K)

Filed 2026-10-14

GFS Advisors, LLC

CLOSED

Shares0 from 474

Change-474 (-100%)

Value$0 (-$4.9M)

Filed 2026-11-03

Salomon & Ludwin, LLC

CLOSED

Shares0 from 176

Change-176 (-100%)

Value$0 (-$13.8K)

Filed 2026-10-29

MCF Advisors LLC

CLOSED

Shares0 from 56

Change-56 (-100%)

Value$0 (-$4.6K)

Filed 2026-10-28

United Financial Planning Group LLC

CLOSED

Shares0 from 52

Change-52 (-100%)

Value$0 (-$4.3K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$2.7K)

Filed 2026-11-02

MB, Levis & Associates, LLC

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-16

Ares Financial Consulting, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-19

Marquette Asset Management, LLC

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-09

Whipplewood Advisors, LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-20

Avion Wealth

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 ($0)

Filed 2026-11-04

CoreCap Advisors, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$577)

Filed 2026-10-08

Financial Consulate, Inc

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$412)

Filed 2026-10-23

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$247)

Filed 2026-11-04

Davis Capital Management

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$165)

Filed 2026-10-08

Inspire Investing, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$165)

Filed 2026-10-22

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$82)

Filed 2026-10-15

NBT Bank, N.A.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$82)

Filed 2026-10-21

BlackRock, Inc.

N/A

Shares— from 5,794,628

Change-5,794,628 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,538,124

Change-2,538,124 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,276,933

Change-2,276,933 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,817,953

Change-1,817,953 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,603,644

Change-1,603,644 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,603,382

Change-1,603,382 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 1,410,806

Change-1,410,806 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,225,366

Change-1,225,366 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,055,326

Change-1,055,326 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 878,570

Change-878,570 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 772,668

Change-772,668 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 736,722

Change-736,722 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 640,461

Change-640,461 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 617,110

Change-617,110 (-100%)

Value—

ION Fund Management Ltd

N/A

Shares— from 547,684

Change-547,684 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 508,601

Change-508,601 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 470,411

Change-470,411 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 426,553

Change-426,553 (-100%)

Value—

UBS Group AG

N/A

Shares— from 394,129

Change-394,129 (-100%)

Value—

Prevatt Capital Ltd

N/A

Shares— from 380,000

Change-380,000 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 322,014

Change-322,014 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 298,734

Change-298,734 (-100%)

Value—

Medina Value Partners, LLC

N/A

Shares— from 298,155

Change-298,155 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 286,937

Change-286,937 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 273,442

Change-273,442 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 256,156

Change-256,156 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 252,333

Change-252,333 (-100%)

Value—

Voss Capital, LPA

N/A

Shares— from 243,317

Change-243,317 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 224,924

Change-224,924 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 187,685

Change-187,685 (-100%)

Value—

Engine Capital Management, LPA

N/A

Shares— from 170,622

Change-170,622 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 169,673

Change-169,673 (-100%)

Value—

Storebrand Asset Management AS

N/A

Shares— from 169,590

Change-169,590 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 168,106

Change-168,106 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 156,421

Change-156,421 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 155,920

Change-155,920 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 154,339

Change-154,339 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 142,284

Change-142,284 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 135,159

Change-135,159 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 133,860

Change-133,860 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 131,763

Change-131,763 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 130,721

Change-130,721 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 128,872

Change-128,872 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 127,524

Change-127,524 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 124,334

Change-124,334 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 120,217

Change-120,217 (-100%)

Value—

Ariel Investments, LLC

N/A

Shares— from 113,193

Change-113,193 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 103,447

Change-103,447 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 100,862

Change-100,862 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 92,282

Change-92,282 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 88,678

Change-88,678 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 87,396

Change-87,396 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 84,888

Change-84,888 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 79,857

Change-79,857 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 76,016

Change-76,016 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 73,490

Change-73,490 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 66,618

Change-66,618 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 62,450

Change-62,450 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 59,326

Change-59,326 (-100%)

Value—

Barclays PLC

N/A

Shares— from 58,380

Change-58,380 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 57,033

Change-57,033 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 54,940

Change-54,940 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 52,628

Change-52,628 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 51,677

Change-51,677 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 48,494

Change-48,494 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 47,299

Change-47,299 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 45,531

Change-45,531 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 45,328

Change-45,328 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 43,395

Change-43,395 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 42,830

Change-42,830 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 41,159

Change-41,159 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 40,124

Change-40,124 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 40,114

Change-40,114 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 39,328

Change-39,328 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 38,500

Change-38,500 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 36,103

Change-36,103 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 32,588

Change-32,588 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 31,940

Change-31,940 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 31,773

Change-31,773 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 30,181

Change-30,181 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 29,034

Change-29,034 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 27,922

Change-27,922 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 26,676

Change-26,676 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 25,127

Change-25,127 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 23,076

Change-23,076 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 22,884

Change-22,884 (-100%)

Value—

Turas Capital Management LP

N/A

Shares— from 21,945

Change-21,945 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 21,745

Change-21,745 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 21,721

Change-21,721 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 20,787

Change-20,787 (-100%)

Value—

Wittenberg Investment Management, Inc.

N/A

Shares— from 20,457

Change-20,457 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 20,064

Change-20,064 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 19,775

Change-19,775 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 18,401

Change-18,401 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 18,147

Change-18,147 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 17,366

Change-17,366 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 17,116

Change-17,116 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 16,100

Change-16,100 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 15,200

Change-15,200 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 14,288

Change-14,288 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 14,027

Change-14,027 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 13,897

Change-13,897 (-100%)

Value—

Commerce Bank

N/A

Shares— from 13,547

Change-13,547 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 12,800

Change-12,800 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 12,484

Change-12,484 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 12,298

Change-12,298 (-100%)

Value—

MorganRosel Wealth Management, LLC

N/A

Shares— from 11,795

Change-11,795 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 11,731

Change-11,731 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 11,545

Change-11,545 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 11,327

Change-11,327 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 11,263

Change-11,263 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,001

Change-11,001 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 10,963

Change-10,963 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 10,385

Change-10,385 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 9,783

Change-9,783 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 9,720

Change-9,720 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 9,700

Change-9,700 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 9,640

Change-9,640 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 9,108

Change-9,108 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 9,018

Change-9,018 (-100%)

Value—

Allstate Corp

N/A

Shares— from 8,828

Change-8,828 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 8,699

Change-8,699 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 8,438

Change-8,438 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 8,173

Change-8,173 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 7,370

Change-7,370 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 7,045

Change-7,045 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 6,902

Change-6,902 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,791

Change-6,791 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 6,513

Change-6,513 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 6,500

Change-6,500 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 6,050

Change-6,050 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 5,962

Change-5,962 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5,776

Change-5,776 (-100%)

Value—

Amundi

N/A

Shares— from 5,612

Change-5,612 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 5,455

Change-5,455 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 5,424

Change-5,424 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 5,370

Change-5,370 (-100%)

Value—

Watershed Asset Management, L.L.C.

N/A

Shares— from 5,310

Change-5,310 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 5,231

Change-5,231 (-100%)

Value—

Optimize Financial Inc.

N/A

Shares— from 5,208

Change-5,208 (-100%)

Value—

Sound Capital Solutions LLC

N/A

Shares— from 5,208

Change-5,208 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,040

Change-5,040 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 4,909

Change-4,909 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 4,840

Change-4,840 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 4,605

Change-4,605 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 4,541

Change-4,541 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 4,346

Change-4,346 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 4,200

Change-4,200 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,001

Change-4,001 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 3,969

Change-3,969 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 3,737

Change-3,737 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 3,706

Change-3,706 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 3,551

Change-3,551 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,373

Change-3,373 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 3,190

Change-3,190 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 3,186

Change-3,186 (-100%)

Value—

FourThought Financial Partners, LLC

N/A

Shares— from 3,144

Change-3,144 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 3,091

Change-3,091 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 3,046

Change-3,046 (-100%)

Value—

SkyView Investment Advisors, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 2,872

Change-2,872 (-100%)

Value—

MQS Management LLC

N/A

Shares— from 2,850

Change-2,850 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 2,844

Change-2,844 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,806

Change-2,806 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 2,718

Change-2,718 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 2,672

Change-2,672 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 2,661

Change-2,661 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 2,485

Change-2,485 (-100%)

Value—

Chase Investment Counsel Corp

N/A

Shares— from 2,467

Change-2,467 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 2,445

Change-2,445 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 2,444

Change-2,444 (-100%)

Value—

Corient IA LP

N/A

Shares— from 2,030

Change-2,030 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,026

Change-2,026 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,780

Change-1,780 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,768

Change-1,768 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,266

Change-1,266 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,222

Change-1,222 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 1,014

Change-1,014 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 970

Change-970 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 930

Change-930 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 829

Change-829 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 727

Change-727 (-100%)

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Steward Partners Investment Advisory, LLC

N/A

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BNP Paribas Asset Management Holding S.A.

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Nykredit A/S

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Basecamp Wealth Advisors LLC

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Nomura Asset Management Co LTD

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Optiver Holding B.V.

N/A

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UMB Bank, n.a.

N/A

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BFC Planning, Inc.

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LOS Angeles Capital Management LLC

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Berthel, Fisher & Company Financial Services, Inc.

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Allworth Financial LP

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Smartleaf Asset Management LLC

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Kemnay Advisory Services Inc.

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Arax Advisory Partners

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Barrow Hanley Mewhinney & Strauss LLC

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Clearstead Advisors, LLC

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Whittier Trust Co of Nevada Inc

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Capital Analysts, LLC

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Private Wealth Asset Management, LLC

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SHP Wealth Management

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Walleye Capital LLC

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Dogwood Wealth Management LLC

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Sittner & Nelson, LLC

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Picton Mahoney Asset Management

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Federation des caisses Desjardins du Quebec

N/A

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Harbour Investments, Inc.

N/A

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IMA Advisory Services, Inc.

N/A

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Westfuller Advisors, LLC

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Colonial Trust Co / SC

N/A

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NewEdge Advisors, LLC

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Keating Financial Advisory Services, Inc.

N/A

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CVA Family Office, LLC

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Ameriflex Group, Inc.

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Zions Bancorporation, National Association

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Investors Portfolio Services LLC

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Huntington National Bank

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Beaird Harris Wealth Management, LLC

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Colonial Trust Advisors

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Rialto Wealth Management, LLC

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Prestige Wealth Management Group LLC

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JPL Wealth Management, LLC

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Transamerica Financial Advisors, LLC

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Raffa Wealth Management, LLC

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Brown Brothers Harriman & Co

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Bogart Wealth, LLC

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Dunhill Financial, LLC

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Meramec Financial Planners, LLC

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Evolution Advisers, Inc.

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Bruce G. Allen Investments, LLC

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Sachetta, LLC

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Ankerstar Wealth, LLC

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SouthState Bank Corp

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Kilter Group LLC

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Seneschal Advisors, LLC

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BOK Financial Private Wealth, Inc.

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	Status
Dimensional Fund Advisors LP	INCREASED	2,382,292	2,361,225	+21,067	+1%	$194.5M	$141.6M	-$52.9M	2026-11-04
Bank of New York Mellon Corp	DECREASED	365,055	368,771	-3,716	-1%	$30.4M	$21.7M	-$8.7M	2026-11-05
Principal Financial Group Inc	INCREASED	233,667	207,915	+25,752	+12%	$17.1M	$13.9M	-$3.2M	2026-11-02
Banyan Capital Management, Inc.	DECREASED	186,430	189,567	-3,137	-2%	$15.6M	$11.1M	-$4.5M	2026-11-05
Kestrel Investment Management Corp	DECREASED	154,700	163,500	-8,800	-5%	$13.5M	$9.2M	-$4.3M	2026-11-02
Creative Planning	INCREASED	83,010	69,713	+13,297	+19%	$5.7M	$4.9M	-$809.0K	2026-11-02
Swedbank AB	UNCHANGED	66,752	66,752	0	0%	$5.5M	$4.0M	-$1.5M	2026-10-27
Y-Intercept (Hong Kong) Ltd	INCREASED	63,849	29,184	+34,665	+119%	$2.4M	$3.8M	+$1.4M	2026-10-16
CWA Asset Management Group, LLC	INCREASED	50,822	46,410	+4,412	+10%	$3.8M	$3.0M	-$802.4K	2026-10-19
New York State Teachers Retirement System	DECREASED	50,710	51,453	-743	-1%	$4.2M	$3.0K	-$4.2M	2026-10-22
Ballast Asset Management, LP	DECREASED	40,507	41,737	-1,230	-3%	$3.4M	$2.4M	-$1.0M	2026-11-04
Knights of Columbus Asset Advisors LLC	INCREASED	38,148	37,968	+180	+0%	$3.1M	$2.3M	-$860.3K	2026-11-05
Thrivent Financial for Lutherans	DECREASED	23,303	24,310	-1,007	-4%	$2.0M	$1.4K	-$2.0M	2026-11-05
Strs Ohio	INCREASED	20,900	14,700	+6,200	+42%	$1.2M	$1.2M	+$31.2K	2026-10-30
Sterling Capital Management LLC	INCREASED	20,799	16,857	+3,942	+23%	$1.4M	$1.2M	-$152.4K	2026-10-22
Ritholtz Wealth Management	INCREASED	20,513	20,348	+165	+1%	$1.7M	$1.2M	-$457.0K	2026-11-05
Illinois Municipal Retirement Fund	INCREASED	19,499	19,149	+350	+2%	$1.6M	$1.2M	-$418.5K	2026-11-05
Nisa Investment Advisors, LLC	INCREASED	18,143	17,773	+370	+2%	$1.5M	$1.1M	-$385.7K	2026-10-20
State of New Jersey Common Pension Fund D	NEW	16,374	—	+16,374	—	—	$973.1K	—	2026-11-05
Louisiana State Employees Retirement System	DECREASED	15,600	16,200	-600	-4%	$1.3M	$927.1K	-$407.3K	2026-10-20
Fractal Investments LLC	UNCHANGED	14,900	14,900	0	0%	$1.2M	$885.5K	-$341.8K	2026-10-28
Long Road Investment Counsel, LLC	DECREASED	13,186	14,826	-1,640	-11%	$1.2M	$783.6K	-$437.6K	2026-11-04
SummerHaven Investment Management, LLC	NEW	11,703	—	+11,703	—	—	$695.5K	—	2026-10-19
Searle & Co.	DECREASED	11,500	12,500	-1,000	-8%	$1.0M	$683.4K	-$346.2K	2026-11-04
Achmea Investment Management B.V.	NEW	11,200	—	+11,200	—	—	$666.1K	—	2026-10-30
Ethic Inc.	INCREASED	11,091	10,741	+350	+3%	$884.7K	$659.1K	-$225.6K	2026-11-03
Chicago Trust Co NA	DECREASED	10,438	10,616	-178	-2%	$874.4K	$620.3K	-$254.1K	2026-10-28
Arizona State Retirement System	DECREASED	10,429	10,462	-33	0%	$861.8K	$619.8K	-$242.0K	2026-11-03
Citigroup Inc	DECREASED	9,534	23,177	-13,643	-59%	$1.9M	$566.6K	-$1.3M	2026-11-04
Amalgamated Bank	DECREASED	9,512	9,948	-436	-4%	$819.0K	$565	-$818.4K	2026-10-23
Yousif Capital Management, LLC	DECREASED	9,302	9,974	-672	-7%	$821.6K	$552.8K	-$268.7K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	8,632	8,779	-147	-2%	$723.1K	$513.0K	-$210.1K	2026-11-03
Fifth Third Bancorp	DECREASED	8,397	9,252	-855	-9%	$762.1K	$499.0K	-$263.1K	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	8,252	8,448	-196	-2%	$695.9K	$490.4K	-$205.4K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	8,168	5,374	+2,794	+52%	$442.7K	$485.4K	+$42.8K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	8,069	14,329	-6,260	-44%	$1.2M	$478	-$1.2M	2026-10-15
Verdence Capital Advisors LLC	INCREASED	7,957	7,931	+26	+0%	$653.3K	$472.9K	-$180.4K	2026-10-26
Wealth Enhancement Advisory Services, LLC	INCREASED	7,842	7,481	+361	+5%	$584.6K	$458.4K	-$126.2K	2026-10-13
Fifth Third Wealth Advisors LLC	NEW	6,907	—	+6,907	—	—	$410.5K	—	2026-10-22
Quadrant Capital Group LLC	INCREASED	6,794	6,753	+41	+1%	$556.2K	$384.1K	-$172.1K	2026-10-20
Olympiad Research LP	NEW	6,751	—	+6,751	—	—	$401.2K	—	2026-11-04
HUB Investment Partners, LLC	NEW	6,320	—	+6,320	—	—	$375.6K	—	2026-11-03
Pictet Asset Management Holding SA	UNCHANGED	6,032	6,032	0	0%	$496.9K	$358.5K	-$138.4K	2026-11-03
Acorn Financial Advisory Services Inc	DECREASED	5,256	5,373	-117	-2%	$442.6K	$312.4K	-$130.1K	2026-11-02
US Bancorp \de\	DECREASED	5,111	5,183	-72	-1%	$426.9K	$303.7K	-$123.2K	2026-11-05
Keybank National Association	DECREASED	5,063	5,723	-660	-12%	$471.4K	$300.9K	-$170.5K	2026-11-04
ProShare Advisors LLC	DECREASED	5,042	5,299	-257	-5%	$436.5K	$299.6K	-$136.8K	2026-10-29
First Citizens Bank & Trust Co	DECREASED	4,622	12,219	-7,597	-62%	$1.0M	$274.7K	-$731.8K	2026-10-14
Baron Wealth Management LLC	INCREASED	4,598	4,542	+56	+1%	$374.1K	$273.2K	-$100.9K	2026-10-27
State of Michigan Retirement System	UNCHANGED	4,218	4,218	0	0%	$347.4K	$250.7K	-$96.8K	2026-10-27
Mutual of America Capital Management LLC	DECREASED	4,181	4,241	-60	-1%	$349.3K	$248.5K	-$100.9K	2026-10-23
Paragon Advisors, LLC	NEW	4,025	—	+4,025	—	—	$239.2K	—	2026-11-03
Citizens Financial Group Inc	DECREASED	3,968	4,020	-52	-1%	$331.1K	$235.8K	-$95.3K	2026-10-23
Xponance LLC	DECREASED	3,601	3,694	-93	-3%	$304.3K	$214.0K	-$90.3K	2026-11-03
Evergreen Capital Management LLC	DECREASED	3,427	3,441	-14	0%	$283.4K	$203.7K	-$79.8K	2026-10-23
CIBC Asset Management Inc	DECREASED	3,398	3,484	-86	-2%	$287.0K	$201.9K	-$85.0K	2026-11-05
Pinnacle Wealth Planning Services, Inc.	INCREASED	2,525	2,420	+105	+4%	$199.3K	$150.1K	-$49.3K	2026-10-27
State of Wyoming	INCREASED	1,878	959	+919	+96%	$79.0K	$111.6K	+$32.6K	2026-10-28
Farther Finance Advisors, LLC	INCREASED	1,808	423	+1,385	+327%	$34.7K	$107.4K	+$72.7K	2026-10-08
Bayforest Capital Ltd	DECREASED	1,741	4,419	-2,678	-61%	$364.0K	$103.5K	-$260.5K	2026-11-03
Gamma Investing LLC	INCREASED	1,670	1,633	+37	+2%	$134.5K	$99.2K	-$35.3K	2026-10-08
Covestor Ltd	INCREASED	1,459	177	+1,282	+724%	$15	$86	+$71	2026-10-30
KBC Group NV	UNCHANGED	1,422	1,422	0	0%	$117.0K	$85	-$116.9K	2026-10-22
Parallel Advisors, LLC	INCREASED	1,391	382	+1,009	+264%	$31.5K	$82.7K	+$51.1K	2026-11-03
Signaturefd, LLC	INCREASED	1,023	790	+233	+29%	$65.1K	$60.8K	-$4.3K	2026-10-23
Central Pacific Bank - Trust Division	UNCHANGED	1,000	1,000	0	0%	$82.4K	$59.4K	-$22.9K	2026-10-06
Harbor Capital Advisors, Inc.	INCREASED	953	428	+525	+123%	$35.0K	$57	-$34.9K	2026-10-22
DekaBank Deutsche Girozentrale	NEW	947	—	+947	—	—	$57	—	2026-10-27
iA Global Asset Management Inc.	NEW	902	—	+902	—	—	$54	—	2026-10-29
TD Waterhouse Canada Inc.	UNCHANGED	900	900	0	0%	$70.3K	$54.0K	-$16.4K	2026-10-16
BI Asset Management Fondsmaeglerselskab A/S	UNCHANGED	704	704	0	0%	$58.0K	$42	-$58.0K	2026-10-22
IFP Advisors, Inc	UNCHANGED	669	669	0	0%	$55.1K	$39.8K	-$15.3K	2026-10-16
CX Institutional	INCREASED	655	653	+2	+0%	$54	$39	-$15	2026-10-02
Fulcrum Asset Management LLP	INCREASED	620	32	+588	+1838%	$2.6K	$37.5K	+$34.9K	2026-11-04
MassMutual Private Wealth & Trust, FSB	DECREASED	598	645	-47	-7%	$53.1K	$35.5K	-$17.6K	2026-10-05
EverSource Wealth Advisors, LLC	INCREASED	581	511	+70	+14%	$42.1K	$34.5K	-$7.6K	2026-11-04
Versant Capital Management, Inc	UNCHANGED	468	468	0	0%	$38.5K	$27.8K	-$10.7K	2026-10-02
Larson Financial Group LLC	INCREASED	453	420	+33	+8%	$34.6K	$26.9K	-$7.7K	2026-11-05
Assetmark, Inc	INCREASED	439	427	+12	+3%	$35.2K	$26.1K	-$9.1K	2026-10-21
Fortitude Family Office, LLC	INCREASED	401	16	+385	+2406%	$1.3K	$23.8K	+$22.5K	2026-10-14
Global Trust Asset Management, LLC	UNCHANGED	387	387	0	0%	$31.9K	$23.0K	-$8.9K	2026-10-19
Rosenberg Matthew Hamilton	UNCHANGED	310	310	0	0%	$25.5K	$18.4K	-$7.1K	2026-10-05
Spire Wealth Management	NEW	261	—	+261	—	—	$15.5K	—	2026-10-30
Mcdonald Partners LLC	UNCHANGED	233	233	0	0%	$19.2K	$13.8K	-$5.3K	2026-11-03
First Horizon Corp	INCREASED	226	153	+73	+48%	$12.6K	$13.4K	+$828	2026-10-26
Cedar Mountain Advisors, LLC	UNCHANGED	225	225	0	0%	$18.5K	$13.4K	-$5.2K	2026-10-15
Grove Bank & Trust	UNCHANGED	202	202	0	0%	$16.6K	$12.0K	-$4.6K	2026-10-08
Wolff Wiese Magana LLC	UNCHANGED	201	201	0	0%	$16.6K	$11.9K	-$4.6K	2026-10-15
Olistico Wealth, LLC	DECREASED	192	212	-20	-9%	$17.5K	$11.4K	-$6.1K	2026-10-05
Montag A & Associates Inc	UNCHANGED	180	180	0	0%	$14.8K	$10.7K	-$4.1K	2026-10-29
JFS Wealth Advisors, LLC	DECREASED	178	183	-5	-3%	$15.1K	$10.6K	-$4.5K	2026-11-03
Mather Group, Llc.	UNCHANGED	158	158	0	0%	$13.0K	$9.4K	-$3.6K	2026-10-14
William Mack & Associates, Inc.	NEW	152	—	+152	—	—	$9.0K	—	2026-10-27
Oakworth Capital, Inc.	UNCHANGED	147	147	0	0%	$11.5K	$8.7K	-$2.8K	2026-10-26
Central Trust Co	UNCHANGED	136	136	0	0%	$11.2K	$8.1K	-$3.1K	2026-11-05
Clark Wealth Partners	NEW	134	—	+134	—	—	$8.0K	—	2026-10-19
Parkside Financial Bank & Trust	INCREASED	118	103	+15	+15%	$8.5K	$7.0K	-$1.5K	2026-10-27
WPG Advisers, LLC	INCREASED	104	101	+3	+3%	$8.3K	$6.2K	-$2.1K	2026-10-27
Compass Financial Management LLC	UNCHANGED	100	100	0	0%	$8.0K	$5.9K	-$2.0K	2026-10-30
Cromwell Holdings LLC	UNCHANGED	98	98	0	0%	$8.1K	$5.8K	-$2.2K	2026-10-28
Bare Financial Services, Inc	DECREASED	84	126	-42	-33%	$10.4K	$5.0K	-$5.4K	2026-11-04
UMB Private Wealth Management, LLC	NEW	81	—	+81	—	—	$4.8K	—	2026-10-19
Silver Grove Financial Group, Inc.	INCREASED	78	72	+6	+8%	$5.9K	$4.6K	-$1.3K	2026-11-05
TD Private Client Wealth LLC	DECREASED	67	71	-4	-6%	$5.8K	$4.0K	-$1.9K	2026-10-28
Lynch Investment Planning, LLC	NEW	65	—	+65	—	—	$3.9K	—	2026-10-27
Valued Wealth Advisors LLC	DECREASED	55	60	-5	-8%	$4.9K	$3.3K	-$1.7K	2026-11-05
Provenance Wealth Advisors, LLC	NEW	53	—	+53	—	—	$3.2K	—	2026-10-30
Bell Investment Advisors, Inc	DECREASED	53	73	-20	-27%	$6.0K	$3.2K	-$2.9K	2026-10-29
Strengthening Families & Communities, LLC	UNCHANGED	53	53	0	0%	$4.4K	$3.1K	-$1.3K	2026-10-21
Private Trust Co NA	NEW	49	—	+49	—	—	$2.9K	—	2026-10-20
Mascoma Wealth Management LLC	NEW	48	—	+48	—	—	$2.9K	—	2026-10-23
Wilmington Savings Fund Society, FSB	UNCHANGED	40	40	0	0%	$3.3K	$2.4K	-$918	2026-10-23
Bayban	UNCHANGED	39	39	0	0%	$3.2K	$3.2K	$0	2026-11-05
Pension & Wealth Management Advisors, Inc.	NEW	38	—	+38	—	—	$2.3K	—	2026-10-16
Farmers & Merchants Investments Inc	INCREASED	36	20	+16	+80%	$1.6K	$2.1K	+$492	2026-10-22
High Note Wealth, LLC	UNCHANGED	36	36	0	0%	$3.0K	$2.1K	-$826	2026-10-27
SJS Investment Consulting Inc.	UNCHANGED	34	34	0	0%	$2.8K	$2.0K	-$777	2026-10-26
Hughes Financial Services, LLC	NEW	32	—	+32	—	—	$2.0K	—	2026-10-30
Blue Trust, Inc.	UNCHANGED	31	31	0	0%	$2.6K	$1.8K	-$711	2026-10-15
Jacobi Capital Management LLC	NEW	27	—	+27	—	—	$1.6K	—	2026-11-05
Elyxium Wealth, LLC	NEW	26	—	+26	—	—	$1.5K	—	2026-10-27
Arlington Trust Co LLC	UNCHANGED	26	26	0	0%	$2.1K	$1.5K	-$597	2026-10-20
Physician Wealth Advisors, Inc.	DECREASED	24	31	-7	-23%	$2.6K	$1.4K	-$1.1K	2026-10-20
Financially Speaking Inc	UNCHANGED	24	24	0	0%	$1.6K	$1.4K	-$216	2026-11-05
Nemes Rush Group LLC	UNCHANGED	23	23	0	0%	$1.9K	$1.4K	-$528	2026-11-04
Owl Creek Wealth Partners LLC	UNCHANGED	19	19	0	0%	$1.6K	$1.1K	-$436	2026-10-20
Capital Advisors, Ltd. LLC	UNCHANGED	18	18	0	0%	$1	$1	$0	2026-10-27
MTM Investment Management, LLC	UNCHANGED	17	17	0	0%	$1.4K	$1.0K	-$390	2026-10-30
Essential Partners LLC	INCREASED	16	13	+3	+23%	$1.1K	$951	-$120	2026-10-14
Root Financial Partners, LLC	NEW	14	—	+14	—	—	$832	—	2026-10-21
Burk Holdings LLC	NEW	14	—	+14	—	—	$832	—	2026-11-05
Rossby Financial, LCC	UNCHANGED	12	12	0	0%	$988	$713	-$275	2026-11-05
Manchester Capital Management LLC	UNCHANGED	11	11	0	0%	$907	$654	-$253	2026-10-22
Atlantic Edge Private Wealth Management, LLC	UNCHANGED	11	11	0	0%	$907	$654	-$253	2026-10-20
McCarley & Cook Financial Planners	UNCHANGED	10	10	0	0%	$824	$594	-$230	2026-10-21
Key FInancial Inc	UNCHANGED	10	10	0	0%	$824	$594	-$230	2026-11-02
Gilpin Wealth Management, LLC	UNCHANGED	9	9	0	0%	$742	$535	-$207	2026-10-09
Trust Co of Vermont	NEW	8	—	+8	—	—	$475	—	2026-10-21
Private Wealth Management Group, LLC	UNCHANGED	8	8	0	0%	$659	$476	-$183	2026-10-19
DecisionPoint Financial, LLC	UNCHANGED	6	6	0	0%	$469	$361	-$108	2026-10-27
Torren Management, LLC	UNCHANGED	6	6	0	0%	$504	$364	-$140	2026-10-29
Tounjian Advisory Partners, LLC	UNCHANGED	6	6	0	0%	$531	$385	-$146	2026-11-04
Breakwater Investment Management	NEW	5	—	+5	—	—	$298	—	2026-10-20
True Wealth Design, LLC	UNCHANGED	5	5	0	0%	$412	$298	-$114	2026-10-13
Highline Wealth Partners LLC	UNCHANGED	4	4	0	0%	$329	$238	-$91	2026-10-19
Elevated Capital Advisors, LLC	UNCHANGED	4	4	0	0%	$329	$238	-$91	2026-11-04
DiNuzzo Private Wealth, Inc.	UNCHANGED	4	4	0	0%	$330	$238	-$92	2026-10-16
Abound Wealth Management	UNCHANGED	4	4	0	0%	$330	$238	-$92	2026-10-26
Birchbrook, Inc.	UNCHANGED	4	4	0	0%	$355	$257	-$98	2026-10-14
Godsey & Gibb, Inc	NEW	3	—	+3	—	—	$179	—	2026-10-14
SBI Securities Co., Ltd.	DECREASED	2	14	-12	-86%	$1.2K	$119	-$1.0K	2026-10-22
Lanark Financial, Inc.	DECREASED	2	5	-3	-60%	$411	$119	-$292	2026-10-26
Mosley Wealth Management	UNCHANGED	2	2	0	0%	$165	$116	-$49	2026-10-16
Ashurst Perkins Coie Trust Co	NEW	1	—	+1	—	—	$59	—	2026-10-15
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$83	$60	-$23	2026-10-15
Oppenheimer Asset Management Inc.	CLOSED	0	6,338	-6,338	-100%	$522.1K	$0	-$522.1K	2026-10-27
Jackson Creek Investment Advisors LLC	CLOSED	0	6,120	-6,120	-100%	$450	$0	-$450	2026-11-04
Swiss Life Asset Management Ltd	CLOSED	0	4,526	-4,526	-100%	$372.8K	$0	-$372.8K	2026-11-03
Virginia Retirement Systems ET Al	CLOSED	0	4,200	-4,200	-100%	$346.0K	$0	-$346.0K	2026-10-28
Vise Technologies, Inc.	CLOSED	0	4,064	-4,064	-100%	$334.8K	$0	-$334.8K	2026-10-29
Commonwealth Equity Services, LLC	CLOSED	0	3,633	-3,633	-100%	$299.3K	$0	-$299.3K	2026-11-02
Abel Hall, LLC	CLOSED	0	3,546	-3,546	-100%	$292.1K	$0	-$292.1K	2026-10-19
Praxis Investment Management Inc	CLOSED	0	3,280	-3,280	-100%	$270.0K	$0	-$270.0K	2026-11-03
Procyon Advisors, LLC	CLOSED	0	2,987	-2,987	-100%	$246.1K	$0	-$246.1K	2026-10-21
Summit Global Investments	CLOSED	0	2,967	-2,967	-100%	$244.0K	$0	-$244.0K	2026-10-28
Kendall Capital Management	CLOSED	0	2,719	-2,719	-100%	$224.0K	$0	-$224.0K	2026-10-23
Baker Ellis Asset Management LLC	CLOSED	0	2,629	-2,629	-100%	$216.6K	$0	-$216.6K	2026-10-14
GFS Advisors, LLC	CLOSED	0	474	-474	-100%	$4.9M	$0	-$4.9M	2026-11-03
Salomon & Ludwin, LLC	CLOSED	0	176	-176	-100%	$13.8K	$0	-$13.8K	2026-10-29
MCF Advisors LLC	CLOSED	0	56	-56	-100%	$4.6K	$0	-$4.6K	2026-10-28
United Financial Planning Group LLC	CLOSED	0	52	-52	-100%	$4.3K	$0	-$4.3K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	35	-35	-100%	$2.7K	$0	-$2.7K	2026-11-02
MB, Levis & Associates, LLC	CLOSED	0	35	-35	-100%	$2.9K	$0	-$2.9K	2026-10-16
Ares Financial Consulting, LLC	CLOSED	0	25	-25	-100%	$2.1K	$0	-$2.1K	2026-10-19
Marquette Asset Management, LLC	CLOSED	0	18	-18	-100%	$1.5K	$0	-$1.5K	2026-10-09
Whipplewood Advisors, LLC	CLOSED	0	13	-13	-100%	$1.1K	$0	-$1.1K	2026-10-20
Avion Wealth	CLOSED	0	10	-10	-100%	$0	$0	$0	2026-11-04
CoreCap Advisors, LLC	CLOSED	0	7	-7	-100%	$577	$0	-$577	2026-10-08
Financial Consulate, Inc	CLOSED	0	5	-5	-100%	$412	$0	-$412	2026-10-23
Plante Moran Financial Advisors, LLC	CLOSED	0	3	-3	-100%	$247	$0	-$247	2026-11-04
Davis Capital Management	CLOSED	0	2	-2	-100%	$165	$0	-$165	2026-10-08
Inspire Investing, LLC	CLOSED	0	2	-2	-100%	$165	$0	-$165	2026-10-22
AdvisorNet Financial, Inc	CLOSED	0	1	-1	-100%	$82	$0	-$82	2026-10-15
NBT Bank, N.A.	CLOSED	0	1	-1	-100%	$82	$0	-$82	2026-10-21
BlackRock, Inc.	N/A	—	5,794,628	-5,794,628	-100%	$477.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,538,124	-2,538,124	-100%	$209.1M	—	—	—
FMR LLC	N/A	—	2,276,933	-2,276,933	-100%	$187.6M	—	—	—
American Century Companies Inc	N/A	—	1,817,953	-1,817,953	-100%	$149.7M	—	—	—
State Street Corp	N/A	—	1,603,644	-1,603,644	-100%	$132.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,603,382	-1,603,382	-100%	$132.1M	—	—	—
LSV Asset Management	N/A	—	1,410,806	-1,410,806	-100%	$116.2M	—	—	—
Geode Capital Management, LLC	N/A	—	1,225,366	-1,225,366	-100%	$100.9M	—	—	—
Invesco Ltd.	N/A	—	1,055,326	-1,055,326	-100%	$86.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	878,570	-878,570	-100%	$72.4M	—	—	—
Victory Capital Management Inc	N/A	—	772,668	-772,668	-100%	$63.6M	—	—	—
Price T Rowe Associates Inc	N/A	—	736,722	-736,722	-100%	$60.7M	—	—	—
Morgan Stanley	N/A	—	640,461	-640,461	-100%	$52.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	617,110	-617,110	-100%	$50.8M	—	—	—
ION Fund Management Ltd	N/A	—	547,684	-547,684	-100%	$45.1M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	508,601	-508,601	-100%	$41.9M	—	—	—
Northern Trust Corp	N/A	—	470,411	-470,411	-100%	$38.7M	—	—	—
Teacher Retirement System of Texas	N/A	—	426,553	-426,553	-100%	$35.1M	—	—	—
UBS Group AG	N/A	—	394,129	-394,129	-100%	$32.5M	—	—	—
Prevatt Capital Ltd	N/A	—	380,000	-380,000	-100%	$31.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	322,014	-322,014	-100%	$26.5M	—	—	—
Wellington Management Group LLP	N/A	—	298,734	-298,734	-100%	$24.6M	—	—	—
Medina Value Partners, LLC	N/A	—	298,155	-298,155	-100%	$24.6M	—	—	—
Bessemer Group Inc	N/A	—	286,937	-286,937	-100%	$23.6M	—	—	—
Freestone Grove Partners LP	N/A	—	273,442	-273,442	-100%	$22.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	256,156	-256,156	-100%	$21.1M	—	—	—
Heartland Advisors Inc	N/A	—	252,333	-252,333	-100%	$20.8M	—	—	—
Voss Capital, LPA	N/A	—	243,317	-243,317	-100%	$20.0M	—	—	—
JPMorgan Chase & Co	N/A	—	224,924	-224,924	-100%	$18.4M	—	—	—
Empowered Funds, LLC	N/A	—	187,685	-187,685	-100%	$15.5M	—	—	—
Engine Capital Management, LPA	N/A	—	170,622	-170,622	-100%	$14.1M	—	—	—
Public Sector Pension Investment Board	N/A	—	169,673	-169,673	-100%	$14.0M	—	—	—
Storebrand Asset Management AS	N/A	—	169,590	-169,590	-100%	$14.0M	—	—	—
Russell Investments Group, Ltd.	N/A	—	168,106	-168,106	-100%	$13.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	156,421	-156,421	-100%	$12.9M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	155,920	-155,920	-100%	$12.8M	—	—	—
SEI Investments Co	N/A	—	154,339	-154,339	-100%	$12.7M	—	—	—
Gotham Asset Management, LLC	N/A	—	142,284	-142,284	-100%	$11.7M	—	—	—
Ameriprise Financial Inc	N/A	—	135,159	-135,159	-100%	$11.1M	—	—	—
Ancora Advisors LLCA	N/A	—	133,860	-133,860	-100%	$11.0M	—	—	—
Bank of America Corp	N/A	—	131,763	-131,763	-100%	$10.9M	—	—	—
Cambria Investment Management, L.P.	N/A	—	130,721	-130,721	-100%	$10.8M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	128,872	-128,872	-100%	$10.6M	—	—	—
First Trust Advisors LP	N/A	—	127,524	-127,524	-100%	$10.5M	—	—	—
Citadel Advisors LLC	N/A	—	124,334	-124,334	-100%	$10.2M	—	—	—
Prudential Financial Inc	N/A	—	120,217	-120,217	-100%	$9.9M	—	—	—
Ariel Investments, LLC	N/A	—	113,193	-113,193	-100%	$9.3M	—	—	—
Nuveen, LLC	N/A	—	103,447	-103,447	-100%	$8.5M	—	—	—
Rhumbline Advisers	N/A	—	100,862	-100,862	-100%	$8.3M	—	—	—
Federated Hermes, Inc.	N/A	—	92,282	-92,282	-100%	$7.6M	—	—	—
Legal & General Group Plc	N/A	—	88,678	-88,678	-100%	$7.3M	—	—	—
Peregrine Capital Management LLC	N/A	—	87,396	-87,396	-100%	$7.2M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	84,888	-84,888	-100%	$7.0M	—	—	—
Two Sigma Investments, LP	N/A	—	79,857	-79,857	-100%	$6.6M	—	—	—
Swiss National Bank	N/A	—	76,016	-76,016	-100%	$6.3M	—	—	—
UBS Asset Management Americas LLC	N/A	—	73,490	-73,490	-100%	$6.1M	—	—	—
Tudor Investment Corp ET AL	N/A	—	66,618	-66,618	-100%	$5.5M	—	—	—
Capital Fund Management S.A.	N/A	—	62,450	-62,450	-100%	$5.1M	—	—	—
AQR Capital Management LLC	N/A	—	59,326	-59,326	-100%	$4.9M	—	—	—
Barclays PLC	N/A	—	58,380	-58,380	-100%	$4.8M	—	—	—
Alliancebernstein L.P.	N/A	—	57,033	-57,033	-100%	$3.9M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	54,940	-54,940	-100%	$4.5M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	52,628	-52,628	-100%	$4.3M	—	—	—
Hancock Whitney Corp	N/A	—	51,677	-51,677	-100%	$4.3M	—	—	—
Great Lakes Advisors, LLC	N/A	—	48,494	-48,494	-100%	$4.0M	—	—	—
Schroder Investment Management Group	N/A	—	47,299	-47,299	-100%	$3.8M	—	—	—
California State Teachers Retirement System	N/A	—	45,531	-45,531	-100%	$3.8M	—	—	—
Wells Fargo & Company	N/A	—	45,328	-45,328	-100%	$3.7M	—	—	—
Voloridge Investment Management, LLC	N/A	—	43,395	-43,395	-100%	$3.6M	—	—	—
Algert Global LLC	N/A	—	42,830	-42,830	-100%	$3.5M	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	41,159	-41,159	-100%	$3.4M	—	—	—
Royce & Associates LP	N/A	—	40,124	-40,124	-100%	$3.3M	—	—	—
Deutsche Bank Ag\	N/A	—	40,114	-40,114	-100%	$3.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	39,328	-39,328	-100%	$3.2M	—	—	—
Gabelli Funds LLC	N/A	—	38,500	-38,500	-100%	$3.2M	—	—	—
Hudson Bay Capital Management LP	N/A	—	36,103	-36,103	-100%	$3.0M	—	—	—
XTX Topco Ltd	N/A	—	32,588	-32,588	-100%	$2.7M	—	—	—
Caxton Associates LLP	N/A	—	31,940	-31,940	-100%	$2.6M	—	—	—
Intech Investment Management LLC	N/A	—	31,773	-31,773	-100%	$2.6M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	30,181	-30,181	-100%	$2.5M	—	—	—
Quantinno Capital Management LP	N/A	—	29,034	-29,034	-100%	$2.4M	—	—	—
Millennium Management LLC	N/A	—	27,922	-27,922	-100%	$2.3M	—	—	—
State of Wisconsin Investment Board	N/A	—	26,676	-26,676	-100%	$2.2M	—	—	—
Voya Investment Management LLC	N/A	—	25,127	-25,127	-100%	$2.1M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	23,076	-23,076	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	22,884	-22,884	-100%	$1.9M	—	—	—
Turas Capital Management LP	N/A	—	21,945	-21,945	-100%	$1.8M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	21,745	-21,745	-100%	$1.8M	—	—	—
MetLife Investment Management, LLC	N/A	—	21,721	-21,721	-100%	$1.8M	—	—	—
Nomura Holdings Inc	N/A	—	20,787	-20,787	-100%	$1.7M	—	—	—
Wittenberg Investment Management, Inc.	N/A	—	20,457	-20,457	-100%	$1.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	20,064	-20,064	-100%	$1.7M	—	—	—
Tocqueville Asset Management L.P.	N/A	—	19,775	-19,775	-100%	$1.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	18,401	-18,401	-100%	$1.5M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	18,147	-18,147	-100%	$1.5M	—	—	—
Jupiter Topco LLC	N/A	—	18,000	-18,000	-100%	$1.5M	—	—	—
Globeflex Capital L P	N/A	—	17,366	-17,366	-100%	$1.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	17,116	-17,116	-100%	$1.4M	—	—	—
Handelsbanken Fonder AB	N/A	—	16,100	-16,100	-100%	$1.3K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	15,200	-15,200	-100%	$1.3M	—	—	—
BNP Paribas Financial Markets	N/A	—	14,288	-14,288	-100%	$1.2M	—	—	—
Atom Investors LP	N/A	—	14,027	-14,027	-100%	$1.2M	—	—	—
New York State Common Retirement Fund	N/A	—	13,897	-13,897	-100%	$1.1M	—	—	—
Commerce Bank	N/A	—	13,547	-13,547	-100%	$1.1M	—	—	—
Nomura Asset Management International Inc.	N/A	—	12,800	-12,800	-100%	$1.1M	—	—	—
Natixis Advisors, LLC	N/A	—	12,484	-12,484	-100%	$1.0M	—	—	—
Vestcor Inc	N/A	—	12,298	-12,298	-100%	$1.0M	—	—	—
MorganRosel Wealth Management, LLC	N/A	—	11,795	-11,795	-100%	$971.6K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	11,731	-11,731	-100%	$966.3K	—	—	—
Aquatic Capital Management LLC	N/A	—	11,545	-11,545	-100%	$951.0K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	11,327	-11,327	-100%	$933.0K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	11,263	-11,263	-100%	$927.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,001	-11,001	-100%	$906.2K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	10,963	-10,963	-100%	$903.0K	—	—	—
Horizon Investments, LLC	N/A	—	10,385	-10,385	-100%	$855.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	9,783	-9,783	-100%	$805.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	9,720	-9,720	-100%	$800.6K	—	—	—
Engineers Gate Manager LP	N/A	—	9,700	-9,700	-100%	$799.0K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	9,640	-9,640	-100%	$794.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	9,108	-9,108	-100%	$750.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	9,018	-9,018	-100%	$743.0K	—	—	—
Allstate Corp	N/A	—	8,828	-8,828	-100%	$727.2K	—	—	—
Tidal Investments LLC	N/A	—	8,699	-8,699	-100%	$716.5K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	8,438	-8,438	-100%	$695.0K	—	—	—
HSBC Holdings PLC	N/A	—	8,173	-8,173	-100%	$673.0K	—	—	—
Raymond James Financial Inc	N/A	—	7,370	-7,370	-100%	$607.1K	—	—	—
Captrust Financial Advisors	N/A	—	7,045	-7,045	-100%	$580.3K	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	6,902	-6,902	-100%	$568.5K	—	—	—
Royal Bank of Canada	N/A	—	6,791	-6,791	-100%	$560.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	6,513	-6,513	-100%	$536.5K	—	—	—
Western Wealth Management, LLC	N/A	—	6,500	-6,500	-100%	$535.4K	—	—	—
Advisors Asset Management, Inc.	N/A	—	6,050	-6,050	-100%	$498.3K	—	—	—
LPL Financial LLC	N/A	—	5,962	-5,962	-100%	$491.1K	—	—	—
Bank of Montreal	N/A	—	5,776	-5,776	-100%	$475.8K	—	—	—
Amundi	N/A	—	5,612	-5,612	-100%	$462.3K	—	—	—
Martingale Asset Management L P	N/A	—	5,455	-5,455	-100%	$449.3K	—	—	—
Pathstone Holdings, LLC	N/A	—	5,424	-5,424	-100%	$446.7K	—	—	—
Centiva Capital, LP	N/A	—	5,370	-5,370	-100%	$442.3K	—	—	—
Watershed Asset Management, L.L.C.	N/A	—	5,310	-5,310	-100%	$437.4K	—	—	—
EntryPoint Capital, LLC	N/A	—	5,231	-5,231	-100%	$430.9K	—	—	—
Optimize Financial Inc.	N/A	—	5,208	-5,208	-100%	$429.0K	—	—	—
Sound Capital Solutions LLC	N/A	—	5,208	-5,208	-100%	$429.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,040	-5,040	-100%	$415.0K	—	—	—
Mirabella Financial Services LLP	N/A	—	4,909	-4,909	-100%	$404.4K	—	—	—
SG Americas Securities, LLC	N/A	—	4,840	-4,840	-100%	$399.0K	—	—	—
Panagora Asset Management Inc	N/A	—	4,605	-4,605	-100%	$379.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	4,541	-4,541	-100%	$374.0K	—	—	—
Odyssean, LLC	N/A	—	4,346	-4,346	-100%	$358.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	4,200	-4,200	-100%	$346.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,001	-4,001	-100%	$329.6K	—	—	—
QRG Capital Management, Inc.	N/A	—	3,969	-3,969	-100%	$326.9K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	3,737	-3,737	-100%	$307.8K	—	—	—
Savant Capital, LLC	N/A	—	3,706	-3,706	-100%	$281.7K	—	—	—
McMillan Office, Inc.	N/A	—	3,600	-3,600	-100%	$296.5K	—	—	—
EP Wealth Advisors, LLC	N/A	—	3,551	-3,551	-100%	$292.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,373	-3,373	-100%	$277.8K	—	—	—
Cetera Investment Advisers	N/A	—	3,190	-3,190	-100%	$262.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	3,186	-3,186	-100%	$262.4K	—	—	—
FourThought Financial Partners, LLC	N/A	—	3,144	-3,144	-100%	$259.0K	—	—	—
Prelude Capital Management, LLC	N/A	—	3,091	-3,091	-100%	$254.6K	—	—	—
Quent Capital, LLC	N/A	—	3,046	-3,046	-100%	$250.9K	—	—	—
SkyView Investment Advisors, LLC	N/A	—	3,000	-3,000	-100%	$247.0K	—	—	—
Lazard Asset Management LLC	N/A	—	2,872	-2,872	-100%	$236.6K	—	—	—
MQS Management LLC	N/A	—	2,850	-2,850	-100%	$234.8K	—	—	—
Guggenheim Capital LLC	N/A	—	2,844	-2,844	-100%	$234.3K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,806	-2,806	-100%	$231.1K	—	—	—
Caprock Group, LLC	N/A	—	2,718	-2,718	-100%	$223.9K	—	—	—
Marshall Wace, LLP	N/A	—	2,672	-2,672	-100%	$220.1K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	2,661	-2,661	-100%	$219.2K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	2,485	-2,485	-100%	$204.7K	—	—	—
Chase Investment Counsel Corp	N/A	—	2,467	-2,467	-100%	$203.0K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	2,445	-2,445	-100%	$201.4K	—	—	—
M&T Bank Corp	N/A	—	2,444	-2,444	-100%	$200.9K	—	—	—
Corient IA LP	N/A	—	2,030	-2,030	-100%	$167.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,026	-2,026	-100%	$171.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,780	-1,780	-100%	$147.0K	—	—	—
Rothschild Investment LLC	N/A	—	1,768	-1,768	-100%	$145.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,266	-1,266	-100%	$104.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,222	-1,222	-100%	$100.7K	—	—	—
C M Bidwell & Associates LTD	N/A	—	1,014	-1,014	-100%	$83.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	970	-970	-100%	$79.9K	—	—	—
Meeder Asset Management Inc	N/A	—	930	-930	-100%	$76.6K	—	—	—
Whittier Trust Co	N/A	—	829	-829	-100%	$66.1K	—	—	—
IFG Advisory, LLC	N/A	—	727	-727	-100%	$59.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	619	-619	-100%	$51.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	595	-595	-100%	$49.0K	—	—	—
Nykredit A/S	N/A	—	458	-458	-100%	$37.7K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	359	-359	-100%	$29.6K	—	—	—
Nomura Asset Management Co LTD	N/A	—	340	-340	-100%	$28.0K	—	—	—
Optiver Holding B.V.	N/A	—	332	-332	-100%	$27.3K	—	—	—
UMB Bank, n.a.	N/A	—	328	-328	-100%	$27.0K	—	—	—
BFC Planning, Inc.	N/A	—	300	-300	-100%	$24.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	300	-300	-100%	$24.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	300	-300	-100%	$24.7K	—	—	—
Allworth Financial LP	N/A	—	298	-298	-100%	$24.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	281	-281	-100%	$22.9K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	247	-247	-100%	$20.3K	—	—	—
Arax Advisory Partners	N/A	—	230	-230	-100%	$18.9K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	225	-225	-100%	$18.5K	—	—	—
Clearstead Advisors, LLC	N/A	—	212	-212	-100%	$17.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	202	-202	-100%	$15.8K	—	—	—
Capital Analysts, LLC	N/A	—	177	-177	-100%	$15	—	—	—
Private Wealth Asset Management, LLC	N/A	—	120	-120	-100%	$9.9K	—	—	—
SHP Wealth Management	N/A	—	100	-100	-100%	$8.2K	—	—	—
Walleye Capital LLC	N/A	—	99	-99	-100%	$8.2K	—	—	—
Dogwood Wealth Management LLC	N/A	—	97	-97	-100%	$8.0K	—	—	—
Sittner & Nelson, LLC	N/A	—	60	-60	-100%	$4.9K	—	—	—
Picton Mahoney Asset Management	N/A	—	57	-57	-100%	$4.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	53	-53	-100%	$4.4K	—	—	—
Harbour Investments, Inc.	N/A	—	51	-51	-100%	$4.2K	—	—	—
IMA Advisory Services, Inc.	N/A	—	51	-51	-100%	$4.2K	—	—	—
Westfuller Advisors, LLC	N/A	—	50	-50	-100%	$4.1K	—	—	—
Colonial Trust Co / SC	N/A	—	48	-48	-100%	$4.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	48	-48	-100%	$4.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	45	-45	-100%	$3.7K	—	—	—
CVA Family Office, LLC	N/A	—	45	-45	-100%	$3.7K	—	—	—
Ameriflex Group, Inc.	N/A	—	23	-23	-100%	$1.9K	—	—	—
Zions Bancorporation, National Association	N/A	—	22	-22	-100%	$1.8K	—	—	—
Investors Portfolio Services LLC	N/A	—	20	-20	-100%	$1.6K	—	—	—
Huntington National Bank	N/A	—	19	-19	-100%	$1.6K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	19	-19	-100%	$1.6K	—	—	—
Colonial Trust Advisors	N/A	—	15	-15	-100%	$1.2K	—	—	—
Rialto Wealth Management, LLC	N/A	—	13	-13	-100%	$1.1K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	13	-13	-100%	$1.1K	—	—	—
JPL Wealth Management, LLC	N/A	—	12	-12	-100%	$989	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	11	-11	-100%	$906	—	—	—
Raffa Wealth Management, LLC	N/A	—	10	-10	-100%	$824	—	—	—
Brown Brothers Harriman & Co	N/A	—	8	-8	-100%	$659	—	—	—
Bogart Wealth, LLC	N/A	—	7	-7	-100%	$577	—	—	—
Dunhill Financial, LLC	N/A	—	4	-4	-100%	$397	—	—	—
Meramec Financial Planners, LLC	N/A	—	4	-4	-100%	$315	—	—	—
Evolution Advisers, Inc.	N/A	—	4	-4	-100%	$0	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	4	-4	-100%	$329	—	—	—
Sachetta, LLC	N/A	—	4	-4	-100%	$330	—	—	—
Ankerstar Wealth, LLC	N/A	—	2	-2	-100%	$165	—	—	—
SouthState Bank Corp	N/A	—	1	-1	-100%	$83	—	—	—
Kilter Group LLC	N/A	—	1	-1	-100%	$83	—	—	—
Seneschal Advisors, LLC	N/A	—	1	-1	-100%	$83	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	1	-1	-100%	$83	—	—	—

Showing 423 of 423 institutions