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Pricesmart Inc (PSMT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares1,065,585 from 1,197,981
Change-132,396 (-11%)
Value$180.2M (-$53.8M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares937,681 from 941,293
Change-3,612 (0%)
Value$158.6M (-$25.3M)
Filed 2026-11-06
Copeland Capital Management, LLC
DECREASED
Shares450,889 from 609,883
Change-158,994 (-26%)
Value$76.2M (-$42.9M)
Filed 2026-10-13
Fisher Asset Management, LLC
INCREASED
Shares416,129 from 329,677
Change+86,452 (+26%)
Value$70.4M (+$6.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares209,394 from 209,531
Change-137 (0%)
Value$35.4M (-$5.5M)
Filed 2026-11-05
William Blair Investment Management, LLC
DECREASED
Shares190,086 from 272,127
Change-82,041 (-30%)
Value$32.1M (-$21.0M)
Filed 2026-11-06
Boston Trust Walden Corp
DECREASED
Shares156,094 from 216,054
Change-59,960 (-28%)
Value$26.4M (-$15.8M)
Filed 2026-10-30
Principal Financial Group Inc
INCREASED
Shares151,042 from 137,269
Change+13,773 (+10%)
Value$25.5M (-$1.3M)
Filed 2026-11-02
Bessemer Group Inc
INCREASED
Shares144,949 from 141,408
Change+3,541 (+3%)
Value$24.5K (-$27.6M)
Filed 2026-11-09
Calamos Advisors LLC
INCREASED
Shares139,224 from 107,401
Change+31,823 (+30%)
Value$23.5M (+$2.6M)
Filed 2026-11-02
E. Ohman J:or Asset Management AB
DECREASED
Shares137,902 from 156,929
Change-19,027 (-12%)
Value$23.3M (-$7.3M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares65,687 from 58,060
Change+7,627 (+13%)
Value$11.1M (-$233.2K)
Filed 2026-11-02
Vontobel Holding Ltd.
DECREASED
Shares60,113 from 84,078
Change-23,965 (-28%)
Value$10.2M (-$6.3M)
Filed 2026-10-16
Burney Co/
DECREASED
Shares58,474 from 62,133
Change-3,659 (-6%)
Value$9.9M (-$2.2M)
Filed 2026-10-15
Vest Financial, LLC
DECREASED
Shares50,487 from 53,886
Change-3,399 (-6%)
Value$8.5M (-$2.0M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares41,377 from 41,300
Change+77 (+0%)
Value$6.9M (-$1.1M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares38,051 from 37,857
Change+194 (+1%)
Value$6.4M (-$960.1K)
Filed 2026-10-30
Calamos Wealth Management LLC
INCREASED
Shares33,298 from 31,491
Change+1,807 (+6%)
Value$5.6M (-$520.4K)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
DECREASED
Shares26,885 from 27,431
Change-546 (-2%)
Value$4.5K (-$5.4M)
Filed 2026-10-22
Deutsche Bank Ag\
DECREASED
Shares25,719 from 27,456
Change-1,737 (-6%)
Value$4.3M (-$1.0M)
Filed 2026-11-06
OAK Ridge Investments LLC
INCREASED
Shares25,320 from 24,481
Change+839 (+3%)
Value$4.3M (-$500.3K)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares23,460 from 18,773
Change+4,687 (+25%)
Value$4.0M (+$300.2K)
Filed 2026-11-04
DDD Partners, LLC
INCREASED
Shares22,260 from 18,906
Change+3,354 (+18%)
Value$3.8M (+$71.3K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares21,892 from 10,558
Change+11,334 (+107%)
Value$3.7M (+$1.6M)
Filed 2026-11-06
Linden Thomas Advisory Services, LLC
INCREASED
Shares20,327 from 18,718
Change+1,609 (+9%)
Value$3.4M (-$218.9K)
Filed 2026-10-19
Hedeker Wealth, LLC
INCREASED
Shares19,149 from 18,869
Change+280 (+1%)
Value$3.2M (-$447.6K)
Filed 2026-10-23
Bahl & Gaynor LLC
INCREASED
Shares18,873 from 12,696
Change+6,177 (+49%)
Value$3.2M (+$711.6K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares18,297 from 21,035
Change-2,738 (-13%)
Value$3.1M (-$1.0M)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares16,968 from 20,999
Change-4,031 (-19%)
Value$2.9M (-$1.2M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares16,273 from 16,622
Change-349 (-2%)
Value$2.8K (-$3.2M)
Filed 2026-11-05
Illinois Municipal Retirement Fund
INCREASED
Shares12,856 from 12,795
Change+61 (+0%)
Value$2.2M (-$325.3K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares11,812 from 10,440
Change+1,372 (+13%)
Value$2.0M (-$41.8K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares11,800 from 8,400
Change+3,400 (+40%)
Value$2.0M (+$354.6K)
Filed 2026-10-30
Pittenger & Anderson Inc
UNCHANGED
Shares11,775 from 11,775
Change0 (0%)
Value$2.0M (-$308.9K)
Filed 2026-11-02
Louisiana State Employees Retirement System
DECREASED
Shares10,900 from 11,100
Change-200 (-2%)
Value$1.8M (-$325.0K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares10,875 from 10,890
Change-15 (0%)
Value$1.8M (-$288.2K)
Filed 2026-10-26
Tectonic Advisors LLC
INCREASED
Shares9,453 from 8,059
Change+1,394 (+17%)
Value$1.6M (+$24.4K)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
DECREASED
Shares9,170 from 10,538
Change-1,368 (-13%)
Value$1.6M (-$507.8K)
Filed 2026-11-05
Kendall Capital Management
DECREASED
Shares9,160 from 10,535
Change-1,375 (-13%)
Value$1.5M (-$508.9K)
Filed 2026-10-23
New York State Teachers Retirement System
DECREASED
Shares8,859 from 9,118
Change-259 (-3%)
Value$1.5K (-$1.8M)
Filed 2026-10-22
James Investment Research, Inc.
INCREASED
Shares8,191 from 7,551
Change+640 (+8%)
Value$1.4M (-$89.8K)
Filed 2026-10-22
Achmea Investment Management B.V.
NEW
Shares8,100
Change+8,100
Value$1.4M
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares7,683 from 7,154
Change+529 (+7%)
Value$1.3M (-$98.3K)
Filed 2026-11-03
Handelsbanken Fonder AB
DECREASED
Shares7,509 from 8,258
Change-749 (-9%)
Value$1.3K (-$343)
Filed 2026-11-09
Arizona State Retirement System
INCREASED
Shares7,386 from 7,246
Change+140 (+2%)
Value$1.2M (-$166.4K)
Filed 2026-11-03
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares7,307 from 7,778
Change-471 (-6%)
Value$1.2M (-$283.7K)
Filed 2026-11-09
Koa Wealth Management, LLC
DECREASED
Shares7,110 from 7,305
Change-195 (-3%)
Value$1.2M (-$224.6K)
Filed 2026-10-14
Oliver Luxxe Assets LLC
INCREASED
Shares6,909 from 6,893
Change+16 (+0%)
Value$1.2M (-$178.1K)
Filed 2026-10-14
Yousif Capital Management, LLC
DECREASED
Shares6,736 from 6,770
Change-34 (0%)
Value$1.1M (-$183.3K)
Filed 2026-10-22
Bank of Montreal
INCREASED
Shares6,689 from 5,904
Change+785 (+13%)
Value$1.1M (-$22.1K)
Filed 2026-11-09
Amalgamated Bank
DECREASED
Shares6,683 from 6,829
Change-146 (-2%)
Value$1.1K (-$1.3M)
Filed 2026-10-23
Directional Asset Management
NEW
Shares6,524
Change+6,524
Value$1.1M
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares6,028 from 6,003
Change+25 (+0%)
Value$1.0M (-$153.2K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
INCREASED
Shares5,782 from 5,768
Change+14 (+0%)
Value$977.8K (-$148.9K)
Filed 2026-10-30
Alps Advisors Inc
DECREASED
Shares5,775 from 7,746
Change-1,971 (-25%)
Value$976.6K (-$536.5K)
Filed 2026-11-03
State of Alaska, Department of Revenue
DECREASED
Shares5,757 from 9,551
Change-3,794 (-40%)
Value$973 (-$1.9M)
Filed 2026-10-15
Maryland State Retirement & Pension System
INCREASED
Shares5,712 from 3,697
Change+2,015 (+55%)
Value$966.0K (+$243.8K)
Filed 2026-11-05
Quadrant Capital Group LLC
DECREASED
Shares4,761 from 4,762
Change-1 (0%)
Value$817.6K (-$112.7K)
Filed 2026-10-20
Chase Investment Counsel Corp
DECREASED
Shares4,625 from 5,526
Change-901 (-16%)
Value$782 (-$1.1M)
Filed 2026-11-09
PNC Financial Services Group, Inc.
INCREASED
Shares4,602 from 3,065
Change+1,537 (+50%)
Value$778.2K (+$179.5K)
Filed 2026-11-06
Morse Asset Management, Inc
INCREASED
Shares4,415 from 2,226
Change+2,189 (+98%)
Value$746.6K (+$311.8K)
Filed 2026-11-09
Squarepoint Ops LLC
NEW
Shares4,295
Change+4,295
Value$726.3K
Filed 2026-11-09
US Bancorp \de\
INCREASED
Shares4,272 from 4,201
Change+71 (+2%)
Value$722.4K (-$98.2K)
Filed 2026-11-05
Pictet Asset Management Holding SA
UNCHANGED
Shares4,224 from 4,224
Change0 (0%)
Value$714.3K (-$110.8K)
Filed 2026-11-03
Abel Hall, LLC
DECREASED
Shares3,656 from 3,657
Change-1 (0%)
Value$618.3K (-$96.1K)
Filed 2026-10-19
ProShare Advisors LLC
DECREASED
Shares3,607 from 3,748
Change-141 (-4%)
Value$610.0K (-$122.2K)
Filed 2026-10-29
Keybank National Association
INCREASED
Shares3,454 from 2,319
Change+1,135 (+49%)
Value$584.1K (+$131.1K)
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares3,422 from 3,282
Change+140 (+4%)
Value$578.7K (-$62.4K)
Filed 2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED
Shares3,324 from 2,594
Change+730 (+28%)
Value$562.1K (+$55.4K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,204 from 3,154
Change+50 (+2%)
Value$535.9K (-$83.4K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares3,055 from 1,153
Change+1,902 (+165%)
Value$516.6K (+$291.4K)
Filed 2026-11-03
Integrity Alliance, Llc.
NEW
Shares3,003
Change+3,003
Value$507.8K
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares2,966 from 1,538
Change+1,428 (+93%)
Value$501.5K (+$201.1K)
Filed 2026-10-15
Daiwa Securities Group Inc.
DECREASED
Shares2,945 from 3,292
Change-347 (-11%)
Value$498.0K (-$145.0K)
Filed 2026-10-29
Mutual of America Capital Management LLC
INCREASED
Shares2,920 from 2,899
Change+21 (+1%)
Value$493.8K (-$72.5K)
Filed 2026-10-23
Convergence Financial, LLC
NEW
Shares2,849
Change+2,849
Value$481.8K
Filed 2026-10-27
C WorldWide Group Holding A/S
DECREASED
Shares2,733 from 2,794
Change-61 (-2%)
Value$462 (-$545.5K)
Filed 2026-11-04
Savant Capital, LLC
DECREASED
Shares2,700 from 3,495
Change-795 (-23%)
Value$456.6K (-$149.1K)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares2,584 from 2,433
Change+151 (+6%)
Value$437.0K (-$38.3K)
Filed 2026-10-28
Xponance LLC
DECREASED
Shares2,531 from 2,621
Change-90 (-3%)
Value$428.0K (-$84.0K)
Filed 2026-11-03
Virtus Advisers, LLC
INCREASED
Shares2,324 from 1,990
Change+334 (+17%)
Value$393.0K (+$4.3K)
Filed 2026-11-09
Clearstead Advisors, LLC
INCREASED
Shares2,078 from 1,977
Change+101 (+5%)
Value$351.5K (-$34.8K)
Filed 2026-11-06
Stackstone Wealth, LLC
NEW
Shares1,992
Change+1,992
Value$336.9K
Filed 2026-10-19
Personal CFO Solutions, LLC
DECREASED
Shares1,983 from 2,763
Change-780 (-28%)
Value$335.4K (-$204.3K)
Filed 2026-11-06
Great Lakes Advisors, LLC
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$330.1K (-$51.2K)
Filed 2026-11-06
Evergreen Capital Management LLC
DECREASED
Shares1,948 from 1,962
Change-14 (-1%)
Value$329.4K (-$53.8K)
Filed 2026-10-23
Nykredit A/S
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$315.4K (-$48.9K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED
Shares1,848 from 1,855
Change-7 (0%)
Value$312.4K (-$50.0K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares1,844 from 1,983
Change-139 (-7%)
Value$311.8K (-$79.0K)
Filed 2026-10-26
Chicago Trust Co NA
UNCHANGED
Shares1,823 from 1,823
Change0 (0%)
Value$308.3K (-$47.8K)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares1,815 from 1,651
Change+164 (+10%)
Value$306.9K (-$15.6K)
Filed 2026-10-08
Venture Visionary Partners LLC
INCREASED
Shares1,759 from 1,433
Change+326 (+23%)
Value$297.5K (+$17.5K)
Filed 2026-10-07
Virginia Retirement Systems ET Al
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$287.5K (-$44.6K)
Filed 2026-10-28
R Squared Ltd
NEW
Shares1,681
Change+1,681
Value$284.3K
Filed 2026-11-06
Coldstream Capital Management Inc
UNCHANGED
Shares1,669 from 1,669
Change0 (0%)
Value$282.2K (-$43.8K)
Filed 2026-11-09
Ironwood Financial, llc
UNCHANGED
Shares1,664 from 1,664
Change0 (0%)
Value$281.4K (-$36.6K)
Filed 2026-10-20
Swiss Life Asset Management Ltd
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$279.0K (-$43.3K)
Filed 2026-11-03
Sawgrass Asset Management LLC
DECREASED
Shares1,555 from 1,603
Change-48 (-3%)
Value$263.0K (-$50.2K)
Filed 2026-11-03
Praxis Investment Management Inc
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$262 (-$302.7K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
DECREASED
Shares1,549 from 6,251
Change-4,702 (-75%)
Value$262.0K (-$959.1K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED
Shares1,502 from 1,106
Change+396 (+36%)
Value$254.0K (+$38.0K)
Filed 2026-10-22
Amundi
DECREASED
Shares1,436 from 2,990
Change-1,554 (-52%)
Value$242.8K (-$341.3K)
Filed 2026-11-06
Central Trust Co
INCREASED
Shares1,416 from 1,002
Change+414 (+41%)
Value$239.5K (+$43.7K)
Filed 2026-11-05
Paragon Advisors, LLC
NEW
Shares1,379
Change+1,379
Value$233.2K
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares1,293 from 1,164
Change+129 (+11%)
Value$218.7K (-$8.7K)
Filed 2026-10-23
Enhancing Capital LLC
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$208.2K (-$32.3K)
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares1,198 from 1,426
Change-228 (-16%)
Value$203 (-$278.8K)
Filed 2026-10-26
Profund Advisors LLC
DECREASED
Shares1,196 from 1,443
Change-247 (-17%)
Value$202.3K (-$79.6K)
Filed 2026-10-29
Certuity, LLC
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$182.9K (-$28.4K)
Filed 2026-11-02
Hantz Financial Services, Inc.
INCREASED
Shares940 from 857
Change+83 (+10%)
Value$159 (-$166.8K)
Filed 2026-11-09
KBC Group NV
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$156 (-$179.8K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares870 from 93
Change+777 (+835%)
Value$147.1K (+$129.0K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares766 from 515
Change+251 (+49%)
Value$129.5K (+$28.9K)
Filed 2026-10-23
Smithfield Trust Co
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$129 (-$148.9K)
Filed 2026-11-09
Parallel Advisors, LLC
INCREASED
Shares756 from 607
Change+149 (+25%)
Value$127.8K (+$9.3K)
Filed 2026-11-03
Bayforest Capital Ltd
DECREASED
Shares740 from 1,221
Change-481 (-39%)
Value$125.1K (-$113.4K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$124.6K (-$19.3K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares726 from 206
Change+520 (+252%)
Value$122.8K (+$82.5K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
INCREASED
Shares606 from 541
Change+65 (+12%)
Value$102.5K (-$3.2K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares602 from 608
Change-6 (-1%)
Value$101.8K (-$17.0K)
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares474 from 28
Change+446 (+1593%)
Value$80.2K (+$74.7K)
Filed 2026-10-14
Parkside Financial Bank & Trust
DECREASED
Shares402 from 759
Change-357 (-47%)
Value$68.0K (-$80.3K)
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares388
Change+388
Value$65.6K
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares370 from 402
Change-32 (-8%)
Value$62.6K (-$16.0K)
Filed 2026-10-05
EverSource Wealth Advisors, LLC
INCREASED
Shares349 from 292
Change+57 (+20%)
Value$59.0K (+$2.0K)
Filed 2026-11-04
Versant Capital Management, Inc
INCREASED
Shares296 from 277
Change+19 (+7%)
Value$50.1K (-$4.1K)
Filed 2026-10-02
Geneos Wealth Management Inc.
NEW
Shares285
Change+285
Value$48.2K
Filed 2026-11-09
CoreCap Advisors, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$45.0K (-$7.0K)
Filed 2026-10-08
Salomon & Ludwin, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$44.3K (-$6.9K)
Filed 2026-10-29
First Horizon Corp
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$41.9K (-$6.5K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares243 from 220
Change+23 (+10%)
Value$41.1K (-$1.9K)
Filed 2026-11-05
UMB Bank, n.a.
INCREASED
Shares241 from 240
Change+1 (+0%)
Value$40.8K (-$6.1K)
Filed 2026-11-06
Rothwell Investment Advisors, LLC
NEW
Shares228
Change+228
Value$38.5K
Filed 2026-11-06
Bell Investment Advisors, Inc
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$35.0K (-$5.4K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares191
Change+191
Value$32.3K
Filed 2026-10-21
Bare Financial Services, Inc
INCREASED
Shares182 from 171
Change+11 (+6%)
Value$30.8K (-$2.6K)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$27.9K (-$4.3K)
Filed 2026-10-14
Covestor Ltd
INCREASED
Shares136 from 102
Change+34 (+33%)
Value$23 (-$20.0K)
Filed 2026-10-30
Retirement Wealth Solutions LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$22.8K (-$3.5K)
Filed 2026-10-07
WPG Advisers, LLC
INCREASED
Shares115 from 75
Change+40 (+53%)
Value$19.4K (+$4.8K)
Filed 2026-10-27
Eurizon Capital SGR S.p.A.
DECREASED
Shares113 from 203
Change-90 (-44%)
Value$19.3K (-$20.5K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares103 from 102
Change+1 (+1%)
Value$20.1K (+$196)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$13.5K (-$2.1K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares76 from 68
Change+8 (+12%)
Value$12.9K (-$431)
Filed 2026-10-21
High Note Wealth, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$7.9K (-$1.2K)
Filed 2026-10-27
SBI Securities Co., Ltd.
DECREASED
Shares44 from 65
Change-21 (-32%)
Value$7.4K (-$5.3K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares42 from 37
Change+5 (+14%)
Value$7.1K (-$125)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$6.9K (-$1.1K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares36 from 35
Change+1 (+3%)
Value$6.1K (-$749)
Filed 2026-10-26
Private Wealth Management Group, LLC
NEW
Shares34
Change+34
Value$5.8K
Filed 2026-10-19
Valued Wealth Advisors LLC
DECREASED
Shares32 from 58
Change-26 (-45%)
Value$5.4K (-$5.9K)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares28 from 35
Change-7 (-20%)
Value$4.7K (-$2.1K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares27
Change+27
Value$4.6K
Filed 2026-11-03
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares26 from 56
Change-30 (-54%)
Value$4.4K (-$6.5K)
Filed 2026-11-09
Farmers & Merchants Investments Inc
INCREASED
Shares25 from 15
Change+10 (+67%)
Value$4.2K (+$1.3K)
Filed 2026-10-22
Zions Bancorporation, National Association
INCREASED
Shares25 from 17
Change+8 (+47%)
Value$4.2K (+$907)
Filed 2026-11-06
Buck Wealth Strategies, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.7K (-$561)
Filed 2026-10-28
UMB Private Wealth Management, LLC
NEW
Shares21
Change+21
Value$3.6K
Filed 2026-10-19
Essential Partners LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.4K (-$525)
Filed 2026-10-14
Creative Capital Management Investments LLC
INCREASED
Shares18 from 10
Change+8 (+80%)
Value$3.0K (+$1.1K)
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.9K (-$446)
Filed 2026-10-15
City State Bank
NEW
Shares14
Change+14
Value$2.4K
Filed 2026-10-20
Marquette Asset Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.4K (-$367)
Filed 2026-10-09
Fortis Group Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.0K (-$315)
Filed 2026-11-06
Lummis Asset Management, LP
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.9K (-$289)
Filed 2026-11-09
DecisionPoint Financial, LLC
INCREASED
Shares10 from 9
Change+1 (+11%)
Value$1.7K (-$81)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2 ($0)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares9
Change+9
Value$1.5K
Filed 2026-10-30
CX Institutional
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.2K (-$184)
Filed 2026-10-20
Valley National Advisers Inc
NEW
Shares6
Change+6
Value$1.0K
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares6 from 333
Change-327 (-98%)
Value$1.0K (-$64.0K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.0K (-$158)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.0K (-$157)
Filed 2026-11-03
Noble Wealth Management PBC
NEW
Shares5
Change+5
Value$846
Filed 2026-10-01
Hughes Financial Services, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$826 (-$151)
Filed 2026-10-30
Manchester Capital Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$846 (-$131)
Filed 2026-10-22
Atlantic Private Wealth, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$846 (-$131)
Filed 2026-11-09
Silver Grove Financial Group, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$846 (-$131)
Filed 2026-11-05
Trust Co
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$680 (-$105)
Filed 2026-10-09
Breakwater Investment Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$677 (-$105)
Filed 2026-10-20
Gilpin Wealth Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$677 (-$105)
Filed 2026-10-09
Financial Consulate, Inc
NEW
Shares2
Change+2
Value$339
Filed 2026-10-23
Davis Capital Management
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$338 (+$143)
Filed 2026-10-08
True Wealth Design, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$170 (-$26)
Filed 2026-10-13
Aubrey Capital Management Ltd
CLOSED
Shares0 from 41,400
Change-41,400 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-19
Intech Investment Management LLC
CLOSED
Shares0 from 5,452
Change-5,452 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-09
Diversified Trust Co
CLOSED
Shares0 from 4,384
Change-4,384 (-100%)
Value$0 (-$856.4K)
Filed 2026-11-06
Simplex Trading, LLC
CLOSED
Shares0 from 2,458
Change-2,458 (-100%)
Value$0 (-$480.1K)
Filed 2026-11-04
Regions Financial Corp
CLOSED
Shares0 from 1,518
Change-1,518 (-100%)
Value$0 (-$296.5K)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 1,505
Change-1,505 (-100%)
Value$0 (-$294.0K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 1,363
Change-1,363 (-100%)
Value$0 (-$266.2K)
Filed 2026-10-13
Banque Pictet & CIE SA
CLOSED
Shares0 from 1,252
Change-1,252 (-100%)
Value$0 (-$244.6K)
Filed 2026-10-16
LVW Advisors, LLC
CLOSED
Shares0 from 1,166
Change-1,166 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-19
Vise Technologies, Inc.
CLOSED
Shares0 from 1,052
Change-1,052 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 1,029
Change-1,029 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-16
State of Wyoming
CLOSED
Shares0 from 473
Change-473 (-100%)
Value$0 (-$92.4K)
Filed 2026-10-28
Wellington Grp LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$30.4K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$36.3K)
Filed 2026-10-16
Centerpoint Advisors, LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$35)
Filed 2026-11-05
Harbour Investments, Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$977)
Filed 2026-11-04
Fulcrum Asset Management LLP
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$783)
Filed 2026-11-04
Avion Wealth
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
Evolution Advisers, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 4,170,790
Change-4,170,790 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,921,443
Change-1,921,443 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,755,414
Change-1,755,414 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,172,423
Change-1,172,423 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,148,225
Change-1,148,225 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,078,664
Change-1,078,664 (-100%)
Value—
Black Creek Investment Management Inc.
N/A
Shares— from 963,380
Change-963,380 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 774,749
Change-774,749 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 735,901
Change-735,901 (-100%)
Value—
Pertento Partners LLP
N/A
Shares— from 613,137
Change-613,137 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 529,633
Change-529,633 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 446,182
Change-446,182 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 418,149
Change-418,149 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 391,455
Change-391,455 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 377,111
Change-377,111 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 341,937
Change-341,937 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 286,861
Change-286,861 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 286,454
Change-286,454 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 272,100
Change-272,100 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 266,317
Change-266,317 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 232,348
Change-232,348 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 200,527
Change-200,527 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 197,035
Change-197,035 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 182,938
Change-182,938 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 174,887
Change-174,887 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 174,411
Change-174,411 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 171,348
Change-171,348 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 167,275
Change-167,275 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 158,502
Change-158,502 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 157,111
Change-157,111 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 156,647
Change-156,647 (-100%)
Value—
UBS Group AG
N/A
Shares— from 152,571
Change-152,571 (-100%)
Value—
Boston Partners
N/A
Shares— from 129,794
Change-129,794 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 106,256
Change-106,256 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 91,333
Change-91,333 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 90,162
Change-90,162 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 86,953
Change-86,953 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 81,970
Change-81,970 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 77,797
Change-77,797 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 72,951
Change-72,951 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 63,326
Change-63,326 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 62,869
Change-62,869 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 61,862
Change-61,862 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 60,704
Change-60,704 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 59,904
Change-59,904 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 58,732
Change-58,732 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 58,508
Change-58,508 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 57,275
Change-57,275 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 55,692
Change-55,692 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 55,051
Change-55,051 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 53,205
Change-53,205 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 52,700
Change-52,700 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 52,333
Change-52,333 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 52,027
Change-52,027 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 41,079
Change-41,079 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 40,826
Change-40,826 (-100%)
Value—
Informed Momentum Co LLC
N/A
Shares— from 40,283
Change-40,283 (-100%)
Value—
Man Group plc
N/A
Shares— from 37,587
Change-37,587 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 36,808
Change-36,808 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 36,413
Change-36,413 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 35,456
Change-35,456 (-100%)
Value—
Nitorum Capital, L.P.
N/A
Shares— from 31,875
Change-31,875 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 30,400
Change-30,400 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 30,065
Change-30,065 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 30,005
Change-30,005 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 29,398
Change-29,398 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 26,283
Change-26,283 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 25,578
Change-25,578 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 24,126
Change-24,126 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 21,815
Change-21,815 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 21,752
Change-21,752 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 21,200
Change-21,200 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 20,513
Change-20,513 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,362
Change-20,362 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 18,709
Change-18,709 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 18,362
Change-18,362 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 18,331
Change-18,331 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 17,685
Change-17,685 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 15,345
Change-15,345 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,219
Change-15,219 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 13,998
Change-13,998 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 13,773
Change-13,773 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 13,629
Change-13,629 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,144
Change-13,144 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 12,964
Change-12,964 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 12,934
Change-12,934 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 12,310
Change-12,310 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 12,197
Change-12,197 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,188
Change-12,188 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 12,143
Change-12,143 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 12,030
Change-12,030 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 11,965
Change-11,965 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,247
Change-11,247 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 9,402
Change-9,402 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 9,227
Change-9,227 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,206
Change-9,206 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 7,660
Change-7,660 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 7,261
Change-7,261 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 6,886
Change-6,886 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 6,581
Change-6,581 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 6,391
Change-6,391 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,506
Change-5,506 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 3,678
Change-3,678 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
&partners
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 797
Change-797 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 632
Change-632 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 589
Change-589 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 343
Change-343 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 337
Change-337 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 325
Change-325 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 230
Change-230 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 227
Change-227 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 183
Change-183 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 174
Change-174 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 88
Change-88 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 19
Change-19 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 15
Change-15 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED1,065,5851,197,981-132,396-11%$234.0M$180.2M-$53.8M2026-11-04
Geode Capital Management, LLC
DECREASED937,681941,293-3,6120%$183.9M$158.6M-$25.3M2026-11-06
Copeland Capital Management, LLC
DECREASED450,889609,883-158,994-26%$119.1M$76.2M-$42.9M2026-10-13
Fisher Asset Management, LLC
INCREASED416,129329,677+86,452+26%$64.4M$70.4M+$6.0M2026-11-06
Bank of New York Mellon Corp
DECREASED209,394209,531-1370%$40.9M$35.4M-$5.5M2026-11-05
William Blair Investment Management, LLC
DECREASED190,086272,127-82,041-30%$53.2M$32.1M-$21.0M2026-11-06
Boston Trust Walden Corp
DECREASED156,094216,054-59,960-28%$42.2M$26.4M-$15.8M2026-10-30
Principal Financial Group Inc
INCREASED151,042137,269+13,773+10%$26.8M$25.5M-$1.3M2026-11-02
Bessemer Group Inc
INCREASED144,949141,408+3,541+3%$27.6M$24.5K-$27.6M2026-11-09
Calamos Advisors LLC
INCREASED139,224107,401+31,823+30%$21.0M$23.5M+$2.6M2026-11-02
E. Ohman J:or Asset Management AB
DECREASED137,902156,929-19,027-12%$30.7M$23.3M-$7.3M2026-10-22
Creative Planning
INCREASED65,68758,060+7,627+13%$11.3M$11.1M-$233.2K2026-11-02
Vontobel Holding Ltd.
DECREASED60,11384,078-23,965-28%$16.4M$10.2M-$6.3M2026-10-16
Burney Co/
DECREASED58,47462,133-3,659-6%$12.1M$9.9M-$2.2M2026-10-15
Vest Financial, LLC
DECREASED50,48753,886-3,399-6%$10.5M$8.5M-$2.0M2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED41,37741,300+77+0%$8.1M$6.9M-$1.1M2026-11-04
Truist Financial Corp
INCREASED38,05137,857+194+1%$7.4M$6.4M-$960.1K2026-10-30
Calamos Wealth Management LLC
INCREASED33,29831,491+1,807+6%$6.2M$5.6M-$520.4K2026-11-02
Harbor Capital Advisors, Inc.
DECREASED26,88527,431-546-2%$5.4M$4.5K-$5.4M2026-10-22
Deutsche Bank Ag\
DECREASED25,71927,456-1,737-6%$5.4M$4.3M-$1.0M2026-11-06
OAK Ridge Investments LLC
INCREASED25,32024,481+839+3%$4.8M$4.3M-$500.3K2026-10-30
Citigroup Inc
INCREASED23,46018,773+4,687+25%$3.7M$4.0M+$300.2K2026-11-04
DDD Partners, LLC
INCREASED22,26018,906+3,354+18%$3.7M$3.8M+$71.3K2026-11-02
Barclays PLC
INCREASED21,89210,558+11,334+107%$2.1M$3.7M+$1.6M2026-11-06
Linden Thomas Advisory Services, LLC
INCREASED20,32718,718+1,609+9%$3.7M$3.4M-$218.9K2026-10-19
Hedeker Wealth, LLC
INCREASED19,14918,869+280+1%$3.7M$3.2M-$447.6K2026-10-23
Bahl & Gaynor LLC
INCREASED18,87312,696+6,177+49%$2.5M$3.2M+$711.6K2026-11-05
Fifth Third Bancorp
DECREASED18,29721,035-2,738-13%$4.1M$3.1M-$1.0M2026-11-05
Russell Investments Group, Ltd.
DECREASED16,96820,999-4,031-19%$4.1M$2.9M-$1.2M2026-11-06
Thrivent Financial for Lutherans
DECREASED16,27316,622-349-2%$3.2M$2.8K-$3.2M2026-11-05
Illinois Municipal Retirement Fund
INCREASED12,85612,795+61+0%$2.5M$2.2M-$325.3K2026-11-05
LPL Financial LLC
INCREASED11,81210,440+1,372+13%$2.0M$2.0M-$41.8K2026-11-06
Strs Ohio
INCREASED11,8008,400+3,400+40%$1.6M$2.0M+$354.6K2026-10-30
Pittenger & Anderson Inc
UNCHANGED11,77511,77500%$2.3M$2.0M-$308.9K2026-11-02
Louisiana State Employees Retirement System
DECREASED10,90011,100-200-2%$2.2M$1.8M-$325.0K2026-10-20
Oppenheimer & Co Inc
DECREASED10,87510,890-150%$2.1M$1.8M-$288.2K2026-10-26
Tectonic Advisors LLC
INCREASED9,4538,059+1,394+17%$1.6M$1.6M+$24.4K2026-10-22
State of New Jersey Common Pension Fund D
DECREASED9,17010,538-1,368-13%$2.1M$1.6M-$507.8K2026-11-05
Kendall Capital Management
DECREASED9,16010,535-1,375-13%$2.1M$1.5M-$508.9K2026-10-23
New York State Teachers Retirement System
DECREASED8,8599,118-259-3%$1.8M$1.5K-$1.8M2026-10-22
James Investment Research, Inc.
INCREASED8,1917,551+640+8%$1.5M$1.4M-$89.8K2026-10-22
Achmea Investment Management B.V.
NEW8,100—+8,100——$1.4M—2026-10-30
Ethic Inc.
INCREASED7,6837,154+529+7%$1.4M$1.3M-$98.3K2026-11-03
Handelsbanken Fonder AB
DECREASED7,5098,258-749-9%$1.6K$1.3K-$3432026-11-09
Arizona State Retirement System
INCREASED7,3867,246+140+2%$1.4M$1.2M-$166.4K2026-11-03
Police & Firemen's Retirement System of New Jersey
DECREASED7,3077,778-471-6%$1.5M$1.2M-$283.7K2026-11-09
Koa Wealth Management, LLC
DECREASED7,1107,305-195-3%$1.4M$1.2M-$224.6K2026-10-14
Oliver Luxxe Assets LLC
INCREASED6,9096,893+16+0%$1.3M$1.2M-$178.1K2026-10-14
Yousif Capital Management, LLC
DECREASED6,7366,770-340%$1.3M$1.1M-$183.3K2026-10-22
Bank of Montreal
INCREASED6,6895,904+785+13%$1.2M$1.1M-$22.1K2026-11-09
Amalgamated Bank
DECREASED6,6836,829-146-2%$1.3M$1.1K-$1.3M2026-10-23
Directional Asset Management
NEW6,524—+6,524——$1.1M—2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED6,0286,003+25+0%$1.2M$1.0M-$153.2K2026-11-03
Oregon Public Employees Retirement Fund
INCREASED5,7825,768+14+0%$1.1M$977.8K-$148.9K2026-10-30
Alps Advisors Inc
DECREASED5,7757,746-1,971-25%$1.5M$976.6K-$536.5K2026-11-03
State of Alaska, Department of Revenue
DECREASED5,7579,551-3,794-40%$1.9M$973-$1.9M2026-10-15
Maryland State Retirement & Pension System
INCREASED5,7123,697+2,015+55%$722.2K$966.0K+$243.8K2026-11-05
Quadrant Capital Group LLC
DECREASED4,7614,762-10%$930.2K$817.6K-$112.7K2026-10-20
Chase Investment Counsel Corp
DECREASED4,6255,526-901-16%$1.1M$782-$1.1M2026-11-09
PNC Financial Services Group, Inc.
INCREASED4,6023,065+1,537+50%$598.7K$778.2K+$179.5K2026-11-06
Morse Asset Management, Inc
INCREASED4,4152,226+2,189+98%$434.8K$746.6K+$311.8K2026-11-09
Squarepoint Ops LLC
NEW4,295—+4,295——$726.3K—2026-11-09
US Bancorp \de\
INCREASED4,2724,201+71+2%$820.6K$722.4K-$98.2K2026-11-05
Pictet Asset Management Holding SA
UNCHANGED4,2244,22400%$825.1K$714.3K-$110.8K2026-11-03
Abel Hall, LLC
DECREASED3,6563,657-10%$714.4K$618.3K-$96.1K2026-10-19
ProShare Advisors LLC
DECREASED3,6073,748-141-4%$732.1K$610.0K-$122.2K2026-10-29
Keybank National Association
INCREASED3,4542,319+1,135+49%$453.0K$584.1K+$131.1K2026-11-04
Portside Wealth Group, LLC
INCREASED3,4223,282+140+4%$641.1K$578.7K-$62.4K2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED3,3242,594+730+28%$506.7K$562.1K+$55.4K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED3,2043,154+50+2%$619.2K$535.9K-$83.4K2026-10-13
HUB Investment Partners, LLC
INCREASED3,0551,153+1,902+165%$225.2K$516.6K+$291.4K2026-11-03
Integrity Alliance, Llc.
NEW3,003—+3,003——$507.8K—2026-10-29
Atria Investments, Inc
INCREASED2,9661,538+1,428+93%$300.4K$501.5K+$201.1K2026-10-15
Daiwa Securities Group Inc.
DECREASED2,9453,292-347-11%$643.1K$498.0K-$145.0K2026-10-29
Mutual of America Capital Management LLC
INCREASED2,9202,899+21+1%$566.3K$493.8K-$72.5K2026-10-23
Convergence Financial, LLC
NEW2,849—+2,849——$481.8K—2026-10-27
C WorldWide Group Holding A/S
DECREASED2,7332,794-61-2%$546.0K$462-$545.5K2026-11-04
Savant Capital, LLC
DECREASED2,7003,495-795-23%$605.8K$456.6K-$149.1K2026-11-06
Choreo, LLC
INCREASED2,5842,433+151+6%$475.3K$437.0K-$38.3K2026-10-28
Xponance LLC
DECREASED2,5312,621-90-3%$512.0K$428.0K-$84.0K2026-11-03
Virtus Advisers, LLC
INCREASED2,3241,990+334+17%$388.7K$393.0K+$4.3K2026-11-09
Clearstead Advisors, LLC
INCREASED2,0781,977+101+5%$386.3K$351.5K-$34.8K2026-11-06
Stackstone Wealth, LLC
NEW1,992—+1,992——$336.9K—2026-10-19
Personal CFO Solutions, LLC
DECREASED1,9832,763-780-28%$539.7K$335.4K-$204.3K2026-11-06
Great Lakes Advisors, LLC
UNCHANGED1,9521,95200%$381.3K$330.1K-$51.2K2026-11-06
Evergreen Capital Management LLC
DECREASED1,9481,962-14-1%$383.3K$329.4K-$53.8K2026-10-23
Nykredit A/S
UNCHANGED1,8651,86500%$364.3K$315.4K-$48.9K2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED1,8481,855-70%$362.4K$312.4K-$50.0K2026-11-05
Triad Wealth Partners, LLC
DECREASED1,8441,983-139-7%$390.8K$311.8K-$79.0K2026-10-26
Chicago Trust Co NA
UNCHANGED1,8231,82300%$356.1K$308.3K-$47.8K2026-10-28
Gamma Investing LLC
INCREASED1,8151,651+164+10%$322.5K$306.9K-$15.6K2026-10-08
Venture Visionary Partners LLC
INCREASED1,7591,433+326+23%$280.0K$297.5K+$17.5K2026-10-07
Virginia Retirement Systems ET Al
UNCHANGED1,7001,70000%$332.1K$287.5K-$44.6K2026-10-28
R Squared Ltd
NEW1,681—+1,681——$284.3K—2026-11-06
Coldstream Capital Management Inc
UNCHANGED1,6691,66900%$326.0K$282.2K-$43.8K2026-11-09
Ironwood Financial, llc
UNCHANGED1,6641,66400%$318.0K$281.4K-$36.6K2026-10-20
Swiss Life Asset Management Ltd
UNCHANGED1,6501,65000%$322.3K$279.0K-$43.3K2026-11-03
Sawgrass Asset Management LLC
DECREASED1,5551,603-48-3%$313.1K$263.0K-$50.2K2026-11-03
Praxis Investment Management Inc
UNCHANGED1,5501,55000%$303.0K$262-$302.7K2026-11-03
Exchange Traded Concepts, LLC
DECREASED1,5496,251-4,702-75%$1.2M$262.0K-$959.1K2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED1,5021,106+396+36%$216.0K$254.0K+$38.0K2026-10-22
Amundi
DECREASED1,4362,990-1,554-52%$584.1K$242.8K-$341.3K2026-11-06
Central Trust Co
INCREASED1,4161,002+414+41%$195.7K$239.5K+$43.7K2026-11-05
Paragon Advisors, LLC
NEW1,379—+1,379——$233.2K—2026-11-03
HB Wealth Management, LLC
INCREASED1,2931,164+129+11%$227.4K$218.7K-$8.7K2026-10-23
Enhancing Capital LLC
UNCHANGED1,2311,23100%$240.5K$208.2K-$32.3K2026-10-26
Park Avenue Securities LLC
DECREASED1,1981,426-228-16%$279.0K$203-$278.8K2026-10-26
Profund Advisors LLC
DECREASED1,1961,443-247-17%$281.9K$202.3K-$79.6K2026-10-29
Certuity, LLC
UNCHANGED1,0811,08100%$211.2K$182.9K-$28.4K2026-11-02
Hantz Financial Services, Inc.
INCREASED940857+83+10%$167.0K$159-$166.8K2026-11-09
KBC Group NV
UNCHANGED92192100%$180.0K$156-$179.8K2026-10-22
Sterling Capital Management LLC
INCREASED87093+777+835%$18.2K$147.1K+$129.0K2026-10-22
Signaturefd, LLC
INCREASED766515+251+49%$100.6K$129.5K+$28.9K2026-10-23
Smithfield Trust Co
UNCHANGED76476400%$149.0K$129-$148.9K2026-11-09
Parallel Advisors, LLC
INCREASED756607+149+25%$118.6K$127.8K+$9.3K2026-11-03
Bayforest Capital Ltd
DECREASED7401,221-481-39%$238.5K$125.1K-$113.4K2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED73773700%$144.0K$124.6K-$19.3K2026-11-04
Farther Finance Advisors, LLC
INCREASED726206+520+252%$40.2K$122.8K+$82.5K2026-10-08
Nisa Investment Advisors, LLC
INCREASED606541+65+12%$105.7K$102.5K-$3.2K2026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED602608-6-1%$118.8K$101.8K-$17.0K2026-10-27
Fortitude Family Office, LLC
INCREASED47428+446+1593%$5.5K$80.2K+$74.7K2026-10-14
Parkside Financial Bank & Trust
DECREASED402759-357-47%$148.3K$68.0K-$80.3K2026-10-27
Heritage Family Offices, LLP
NEW388—+388——$65.6K—2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED370402-32-8%$78.5K$62.6K-$16.0K2026-10-05
EverSource Wealth Advisors, LLC
INCREASED349292+57+20%$57.0K$59.0K+$2.0K2026-11-04
Versant Capital Management, Inc
INCREASED296277+19+7%$54.1K$50.1K-$4.1K2026-10-02
Geneos Wealth Management Inc.
NEW285—+285——$48.2K—2026-11-09
CoreCap Advisors, LLC
UNCHANGED26626600%$52.0K$45.0K-$7.0K2026-10-08
Salomon & Ludwin, LLC
UNCHANGED26226200%$51.2K$44.3K-$6.9K2026-10-29
First Horizon Corp
UNCHANGED24824800%$48.4K$41.9K-$6.5K2026-10-26
Larson Financial Group LLC
INCREASED243220+23+10%$43.0K$41.1K-$1.9K2026-11-05
UMB Bank, n.a.
INCREASED241240+1+0%$46.9K$40.8K-$6.1K2026-11-06
Rothwell Investment Advisors, LLC
NEW228—+228——$38.5K—2026-11-06
Bell Investment Advisors, Inc
UNCHANGED20720700%$40.4K$35.0K-$5.4K2026-10-29
Root Financial Partners, LLC
NEW191—+191——$32.3K—2026-10-21
Bare Financial Services, Inc
INCREASED182171+11+6%$33.4K$30.8K-$2.6K2026-11-04
Mather Group, Llc.
UNCHANGED16516500%$32.2K$27.9K-$4.3K2026-10-14
Covestor Ltd
INCREASED136102+34+33%$20.0K$23-$20.0K2026-10-30
Retirement Wealth Solutions LLC
UNCHANGED13513500%$26.4K$22.8K-$3.5K2026-10-07
WPG Advisers, LLC
INCREASED11575+40+53%$14.7K$19.4K+$4.8K2026-10-27
Eurizon Capital SGR S.p.A.
DECREASED113203-90-44%$39.8K$19.3K-$20.5K2026-11-06
Allworth Financial LP
INCREASED103102+1+1%$19.9K$20.1K+$1962026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED808000%$15.6K$13.5K-$2.1K2026-11-05
Assetmark, Inc
INCREASED7668+8+12%$13.3K$12.9K-$4312026-10-21
High Note Wealth, LLC
UNCHANGED474700%$9.2K$7.9K-$1.2K2026-10-27
SBI Securities Co., Ltd.
DECREASED4465-21-32%$12.7K$7.4K-$5.3K2026-10-22
IFP Advisors, Inc
INCREASED4237+5+14%$7.2K$7.1K-$1252026-10-16
JFS Wealth Advisors, LLC
UNCHANGED414100%$8.0K$6.9K-$1.1K2026-11-03
SJS Investment Consulting Inc.
INCREASED3635+1+3%$6.8K$6.1K-$7492026-10-26
Private Wealth Management Group, LLC
NEW34—+34——$5.8K—2026-10-19
Valued Wealth Advisors LLC
DECREASED3258-26-45%$11.3K$5.4K-$5.9K2026-11-05
TD Private Client Wealth LLC
DECREASED2835-7-20%$6.8K$4.7K-$2.1K2026-10-28
Ascentis Independent Advisors
NEW27—+27——$4.6K—2026-11-03
Migdal Insurance & Financial Holdings Ltd.
DECREASED2656-30-54%$10.9K$4.4K-$6.5K2026-11-09
Farmers & Merchants Investments Inc
INCREASED2515+10+67%$2.9K$4.2K+$1.3K2026-10-22
Zions Bancorporation, National Association
INCREASED2517+8+47%$3.3K$4.2K+$9072026-11-06
Buck Wealth Strategies, LLC
UNCHANGED222200%$4.3K$3.7K-$5612026-10-28
UMB Private Wealth Management, LLC
NEW21—+21——$3.6K—2026-10-19
Essential Partners LLC
UNCHANGED202000%$3.9K$3.4K-$5252026-10-14
Creative Capital Management Investments LLC
INCREASED1810+8+80%$2.0K$3.0K+$1.1K2026-10-28
Wolff Wiese Magana LLC
UNCHANGED171700%$3.3K$2.9K-$4462026-10-15
City State Bank
NEW14—+14——$2.4K—2026-10-20
Marquette Asset Management, LLC
UNCHANGED141400%$2.7K$2.4K-$3672026-10-09
Fortis Group Advisors, LLC
UNCHANGED121200%$2.3K$2.0K-$3152026-11-06
Lummis Asset Management, LP
UNCHANGED111100%$2.1K$1.9K-$2892026-11-09
DecisionPoint Financial, LLC
INCREASED109+1+11%$1.8K$1.7K-$812026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED101000%$2$2$02026-10-27
Provenance Wealth Advisors, LLC
NEW9—+9——$1.5K—2026-10-30
CX Institutional
UNCHANGED7700%$1$1$02026-10-02
Physician Wealth Advisors, Inc.
UNCHANGED7700%$1.4K$1.2K-$1842026-10-20
Valley National Advisers Inc
NEW6—+6——$1.0K—2026-10-23
Blue Trust, Inc.
DECREASED6333-327-98%$65.0K$1.0K-$64.0K2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED6600%$1.2K$1.0K-$1582026-10-16
Bay Harbor Wealth Management, LLC
UNCHANGED6600%$1.2K$1.0K-$1572026-11-03
Noble Wealth Management PBC
NEW5—+5——$846—2026-10-01
Hughes Financial Services, LLC
UNCHANGED5500%$977$826-$1512026-10-30
Manchester Capital Management LLC
UNCHANGED5500%$977$846-$1312026-10-22
Atlantic Private Wealth, LLC
UNCHANGED5500%$977$846-$1312026-11-09
Silver Grove Financial Group, Inc.
UNCHANGED5500%$977$846-$1312026-11-05
Trust Co
UNCHANGED4400%$785$680-$1052026-10-09
Breakwater Investment Management
UNCHANGED4400%$782$677-$1052026-10-20
Gilpin Wealth Management, LLC
UNCHANGED4400%$782$677-$1052026-10-09
Financial Consulate, Inc
NEW2—+2——$339—2026-10-23
Davis Capital Management
INCREASED21+1+100%$195$338+$1432026-10-08
True Wealth Design, LLC
UNCHANGED1100%$196$170-$262026-10-13
Aubrey Capital Management Ltd
CLOSED041,400-41,400-100%$8.1M$0-$8.1M2026-10-19
Intech Investment Management LLC
CLOSED05,452-5,452-100%$1.1M$0-$1.1M2026-11-09
Diversified Trust Co
CLOSED04,384-4,384-100%$856.4K$0-$856.4K2026-11-06
Simplex Trading, LLC
CLOSED02,458-2,458-100%$480.1K$0-$480.1K2026-11-04
Regions Financial Corp
CLOSED01,518-1,518-100%$296.5K$0-$296.5K2026-11-05
Jefferies Financial Group Inc.
CLOSED01,505-1,505-100%$294.0K$0-$294.0K2026-11-05
Hennion & Walsh Asset Management, Inc.
CLOSED01,363-1,363-100%$266.2K$0-$266.2K2026-10-13
Banque Pictet & CIE SA
CLOSED01,252-1,252-100%$244.6K$0-$244.6K2026-10-16
LVW Advisors, LLC
CLOSED01,166-1,166-100%$227.8K$0-$227.8K2026-10-19
Vise Technologies, Inc.
CLOSED01,052-1,052-100%$205.6K$0-$205.6K2026-10-29
Concurrent Investment Advisors, LLC
CLOSED01,029-1,029-100%$201.0K$0-$201.0K2026-10-16
State of Wyoming
CLOSED0473-473-100%$92.4K$0-$92.4K2026-10-28
Wellington Grp LLC
CLOSED0202-202-100%$30.4K$0-$30.4K2026-11-06
Cornerstone Planning Group LLC
CLOSED0195-195-100%$36.3K$0-$36.3K2026-10-16
Centerpoint Advisors, LLC
CLOSED0177-177-100%$35$0-$352026-11-05
Harbour Investments, Inc.
CLOSED07-7-100%$1.4K$0-$1.4K2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED05-5-100%$977$0-$9772026-11-04
Fulcrum Asset Management LLP
CLOSED04-4-100%$783$0-$7832026-11-04
Avion Wealth
CLOSED03-3-100%$0$0$02026-11-04
Navigoe, LLC
CLOSED03-3-100%$0$0$02026-11-04
Evolution Advisers, Inc.
CLOSED03-3-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—4,170,790-4,170,790-100%$814.7M———
FMR LLC
N/A—1,921,443-1,921,443-100%$375.3M———
Vanguard Portfolio Management LLC
N/A—1,755,414-1,755,414-100%$342.9M———
Vanguard Capital Management LLC
N/A—1,172,423-1,172,423-100%$229.0M———
American Century Companies Inc
N/A—1,148,225-1,148,225-100%$224.3M———
State Street Corp
N/A—1,078,664-1,078,664-100%$210.7M———
Black Creek Investment Management Inc.
N/A—963,380-963,380-100%$188.2M———
Morgan Stanley
N/A—774,749-774,749-100%$151.3M———
First Trust Advisors LP
N/A—735,901-735,901-100%$143.8M———
Pertento Partners LLP
N/A—613,137-613,137-100%$119.8M———
Invesco Ltd.
N/A—529,633-529,633-100%$103.5M———
Price T Rowe Associates Inc
N/A—446,182-446,182-100%$87.2M———
Franklin Resources Inc
N/A—418,149-418,149-100%$81.7M———
River Road Asset Management, LLC
N/A—391,455-391,455-100%$76.5M———
Charles Schwab Investment Management Inc
N/A—377,111-377,111-100%$73.7M———
Northern Trust Corp
N/A—341,937-341,937-100%$66.8M———
Ameriprise Financial Inc
N/A—286,861-286,861-100%$56.0M———
Victory Capital Management Inc
N/A—286,454-286,454-100%$56.0M———
Progeny 3, Inc.
N/A—272,100-272,100-100%$53.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—266,317-266,317-100%$52.0M———
Voya Investment Management LLC
N/A—232,348-232,348-100%$45.4M———
Driehaus Capital Management LLC
N/A—200,527-200,527-100%$39.2M———
Nomura Asset Management International Inc.
N/A—197,035-197,035-100%$38.5M———
Vanguard Fiduciary Trust Co
N/A—182,938-182,938-100%$35.7M———
London Co of Virginia
N/A—174,887-174,887-100%$34.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—174,411-174,411-100%$34.1M———
Punch & Associates Investment Management, Inc.
N/A—171,348-171,348-100%$33.5M———
T. Rowe Price Investment Management, Inc.
N/A—167,275-167,275-100%$32.7M———
Bank of America Corp
N/A—158,502-158,502-100%$31.0M———
Goldman Sachs Group Inc
N/A—157,111-157,111-100%$30.7M———
Royal Bank of Canada
N/A—156,647-156,647-100%$30.6M———
UBS Group AG
N/A—152,571-152,571-100%$29.8M———
Boston Partners
N/A—129,794-129,794-100%$25.3M———
Envestnet Asset Management Inc
N/A—106,256-106,256-100%$20.8M———
Marshall Wace, LLP
N/A—91,333-91,333-100%$17.8M———
Neuberger Berman Group LLC
N/A—90,162-90,162-100%$17.6M———
Public Sector Pension Investment Board
N/A—86,953-86,953-100%$17.0M———
Aptus Capital Advisors, LLC
N/A—81,970-81,970-100%$16.0M———
Wellington Management Group LLP
N/A—77,797-77,797-100%$15.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—72,951-72,951-100%$14.3M———
UBS Asset Management Americas LLC
N/A—63,326-63,326-100%$12.4M———
Rhumbline Advisers
N/A—62,869-62,869-100%$12.3M———
Prudential Financial Inc
N/A—61,862-61,862-100%$12.1M———
Legal & General Group Plc
N/A—60,704-60,704-100%$11.9M———
Stansberry Asset Management, LLC
N/A—59,904-59,904-100%$11.7M———
Nuveen, LLC
N/A—58,732-58,732-100%$11.5M———
Public Employees Retirement Association of Colorado
N/A—58,508-58,508-100%$11.4M———
Wells Fargo & Company
N/A—57,275-57,275-100%$11.2M———
SEI Investments Co
N/A—55,692-55,692-100%$10.9M———
Lord, Abbett & Co. LLC
N/A—55,051-55,051-100%$10.8M———
JPMorgan Chase & Co
N/A—53,205-53,205-100%$10.6M———
Swiss National Bank
N/A—52,700-52,700-100%$10.3M———
Raymond James Financial Inc
N/A—52,333-52,333-100%$10.2M———
Algert Global LLC
N/A—52,027-52,027-100%$10.2M———
Teacher Retirement System of Texas
N/A—41,079-41,079-100%$8.0M———
AQR Capital Management LLC
N/A—40,826-40,826-100%$8.0M———
Informed Momentum Co LLC
N/A—40,283-40,283-100%$7.9M———
Man Group plc
N/A—37,587-37,587-100%$7.3M———
South Dakota Investment Council
N/A—36,808-36,808-100%$7.2M———
Susquehanna Portfolio Strategies, LLC
N/A—36,413-36,413-100%$7.1M———
Empowered Funds, LLC
N/A—35,456-35,456-100%$6.9M———
Nitorum Capital, L.P.
N/A—31,875-31,875-100%$6.2M———
Stifel Financial Corp
N/A—30,400-30,400-100%$5.9M———
California State Teachers Retirement System
N/A—30,065-30,065-100%$5.9M———
Alliancebernstein L.P.
N/A—30,005-30,005-100%$4.5M———
XTX Topco Ltd
N/A—29,398-29,398-100%$5.7M———
Peak6 LLC
N/A—26,283-26,283-100%$5.1M———
Vanguard Asset Management, Ltd
N/A—25,578-25,578-100%$5.0M———
Renaissance Technologies LLC
N/A—24,400-24,400-100%$4.8M———
Mirabella Financial Services LLP
N/A—24,126-24,126-100%$4.7M———
Canada Life Assurance Co
N/A—21,815-21,815-100%$4.3M———
New York State Common Retirement Fund
N/A—21,752-21,752-100%$4.2M———
Hodges Capital Management Inc.
N/A—21,200-21,200-100%$4.1M———
Martingale Asset Management L P
N/A—20,513-20,513-100%$4.0M———
Susquehanna International Group, LLP
N/A—20,362-20,362-100%$4.0M———
Edgestream Partners, L.P.
N/A—18,709-18,709-100%$3.7M———
Panagora Asset Management Inc
N/A—18,362-18,362-100%$3.6M———
State Board of Administration of Florida Retirement System
N/A—18,331-18,331-100%$3.6M———
Janney Montgomery Scott LLC
N/A—17,685-17,685-100%$3.5M———
MetLife Investment Management, LLC
N/A—15,345-15,345-100%$3.0M———
Cerity Partners LLC
N/A—15,219-15,219-100%$3.0M———
Manufacturers Life Insurance Company, the
N/A—13,998-13,998-100%$2.7M———
Coppell Advisory Solutions LLC
N/A—13,773-13,773-100%$102.2K———
Federated Hermes, Inc.
N/A—13,629-13,629-100%$2.7M———
Citadel Advisors LLC
N/A—13,144-13,144-100%$2.6M———
D. E. Shaw & Co., Inc.
N/A—12,964-12,964-100%$2.5M———
Arrowstreet Capital, Limited Partnership
N/A—12,934-12,934-100%$2.5M———
Cumberland Partners Ltd
N/A—12,310-12,310-100%$2.4M———
Jupiter Topco LLC
N/A—12,197-12,197-100%$2.4M———
Quantinno Capital Management LP
N/A—12,188-12,188-100%$2.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—12,143-12,143-100%$2.4M———
Baird Financial Group, Inc.
N/A—12,030-12,030-100%$2.3M———
Wittenberg Investment Management, Inc.
N/A—11,965-11,965-100%$2.3M———
Vanguard Global Advisers, LLC
N/A—11,730-11,730-100%$2.3M———
Natixis Advisors, LLC
N/A—11,247-11,247-100%$2.2M———
SG Americas Securities, LLC
N/A—10,766-10,766-100%$2.1M———
State of Wisconsin Investment Board
N/A—9,402-9,402-100%$1.8M———
Graham Capital Management, L.P.
N/A—9,227-9,227-100%$1.8M———
Captrust Financial Advisors
N/A—9,206-9,206-100%$1.8M———
Tudor Investment Corp ET AL
N/A—7,906-7,906-100%$1.5M———
State of Tennessee, Department of Treasury
N/A—7,840-7,840-100%$1.5M———
Alan B Lancz & Associates, Inc.
N/A—7,660-7,660-100%$1.5M———
Foster & Motley Inc
N/A—7,550-7,550-100%$1.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—7,261-7,261-100%$1.4M———
Round Rock Advisors LLC
N/A—6,886-6,886-100%$1.3M———
Cetera Investment Advisers
N/A—6,757-6,757-100%$1.3M———
Vanguard Investments Australia, Ltd.
N/A—6,581-6,581-100%$1.3M———
KLP Kapitalforvaltning AS
N/A—6,500-6,500-100%$1.3M———
Polymer Capital Management (US) LLC
N/A—6,391-6,391-100%$1.2M———
Teachers Retirement System of the State of Kentucky
N/A—6,316-6,316-100%$1.2M———
Pathstone Holdings, LLC
N/A—5,940-5,940-100%$1.2M———
Trexquant Investment LP
N/A—5,807-5,807-100%$1.1M———
Advisory Services Network, LLC
N/A—5,732-5,732-100%$1.1M———
TD Asset Management Inc
N/A—5,634-5,634-100%$1.1M———
Fred Alger Management, LLC
N/A—5,610-5,610-100%$1.1M———
BNP Paribas Financial Markets
N/A—5,506-5,506-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—5,482-5,482-100%$1.1M———
Engineers Gate Manager LP
N/A—5,329-5,329-100%$1.0M———
Vanguard Personalized Indexing Management, LLC
N/A—5,197-5,197-100%$1.0M———
Jane Street Group, LLC
N/A—4,772-4,772-100%$932.2K———
Boothbay Fund Management, LLC
N/A—4,626-4,626-100%$903.6K———
QRG Capital Management, Inc.
N/A—4,401-4,401-100%$859.7K———
PFG Investments, LLC
N/A—4,356-4,356-100%$850.9K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—4,124-4,124-100%$805.6K———
CIBC Bancorp USA Inc.
N/A—4,037-4,037-100%$788.6K———
Two Sigma Securities, LLC
N/A—4,007-4,007-100%$782.7K———
Guggenheim Capital LLC
N/A—3,960-3,960-100%$773.5K———
Vident Advisory, LLC
N/A—3,707-3,707-100%$724.1K———
Tidal Investments LLC
N/A—3,678-3,678-100%$718.5K———
HighTower Advisors, LLC
N/A—3,524-3,524-100%$688.4K———
Bridgewater Associates, LP
N/A—3,258-3,258-100%$636.4K———
Snowden Capital Advisors LLC
N/A—3,033-3,033-100%$592.5K———
Capstone Investment Advisors, LLC
N/A—2,957-2,957-100%$577.6K———
Ensign Peak Advisors, Inc
N/A—2,952-2,952-100%$576.6K———
Focus Partners Wealth
N/A—2,841-2,841-100%$555.1K———
Gotham Asset Management, LLC
N/A—2,829-2,829-100%$552.6K———
Mercer Global Advisors Inc
N/A—2,813-2,813-100%$549.5K———
Two Sigma Investments, LP
N/A—2,800-2,800-100%$547.0K———
RBF Capital, LLC
N/A—2,500-2,500-100%$488.4K———
MML Investors Services, LLC
N/A—2,400-2,400-100%$468.8K———
Ameritas Investment Partners, Inc.
N/A—2,393-2,393-100%$467.4K———
&partners
N/A—2,178-2,178-100%$425.4K———
Mariner, LLC
N/A—2,107-2,107-100%$411.7K———
Winton Group Ltd
N/A—2,100-2,100-100%$410.2K———
Hancock Whitney Corp
N/A—2,064-2,064-100%$403.2K———
Tower Research Capital LLC (TRC)
N/A—1,966-1,966-100%$384.0K———
Rafferty Asset Management, LLC
N/A—1,948-1,948-100%$380.5K———
Millennium Management LLC
N/A—1,813-1,813-100%$354.2K———
Sequoia Financial Advisors, LLC
N/A—1,652-1,652-100%$322.7K———
Cary Street Partners Investment Advisory LLC
N/A—1,602-1,602-100%$312.9K———
Storgate, LLC
N/A—1,563-1,563-100%$305.3K———
Callan Family Office, LLC
N/A—1,529-1,529-100%$298.7K———
M&T Bank Corp
N/A—1,517-1,517-100%$296.4K———
DnB Asset Management AS
N/A—1,427-1,427-100%$278.8K———
Advisors Asset Management, Inc.
N/A—1,285-1,285-100%$251.0K———
Vestmark Advisory Solutions, Inc.
N/A—1,234-1,234-100%$241.1K———
Ellevest, Inc.
N/A—1,171-1,171-100%$228.7K———
Global Retirement Partners, LLC
N/A—1,091-1,091-100%$213.1K———
Atlantic Union Bankshares Corp
N/A—1,084-1,084-100%$211.7K———
Federation des caisses Desjardins du Quebec
N/A—1,004-1,004-100%$196.1K———
Arax Advisory Partners
N/A—797-797-100%$155.8K———
Horizon Investments, LLC
N/A—769-769-100%$150.2K———
Smartleaf Asset Management LLC
N/A—659-659-100%$129.0K———
Public Employees Retirement System of Ohio
N/A—632-632-100%$123.5K———
Osaic Holdings, Inc.
N/A—589-589-100%$115.1K———
Graticule Asia Macro Advisors LLC
N/A—429-429-100%$83.8K———
Northwestern Mutual Wealth Management Co
N/A—343-343-100%$67.0K———
BNP Paribas Asset Management Holding S.A.
N/A—337-337-100%$65.8K———
Jones Financial Companies Lllp
N/A—325-325-100%$63.8K———
Steward Partners Investment Advisory, LLC
N/A—325-325-100%$63.5K———
Nomura Asset Management Co LTD
N/A—230-230-100%$44.9K———
Optiver Holding B.V.
N/A—227-227-100%$44.3K———
Kemnay Advisory Services Inc.
N/A—183-183-100%$35.7K———
Rockefeller Capital Management L.P.
N/A—174-174-100%$34.1K———
BFC Planning, Inc.
N/A—127-127-100%$24.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—127-127-100%$24.8K———
Hurricane Capital Advisors LLC
N/A—126-126-100%$24.6K———
LOS Angeles Capital Management LLC
N/A—115-115-100%$22.5K———
Pinnacle Holdings, LLC
N/A—100-100-100%$19.5K———
Transamerica Financial Advisors, LLC
N/A—92-92-100%$18.0K———
Brown Brothers Harriman & Co
N/A—88-88-100%$17.2K———
CVA Family Office, LLC
N/A—50-50-100%$9.8K———
Rothschild Investment LLC
N/A—47-47-100%$9.2K———
Keating Financial Advisory Services, Inc.
N/A—44-44-100%$8.6K———
Synergy Investment Management, LLC
N/A—41-41-100%$7.9K———
Ameriflex Group, Inc.
N/A—34-34-100%$6.6K———
Mcguire Capital Advisors Inc
N/A—34-34-100%$6.6K———
IMA Advisory Services, Inc.
N/A—30-30-100%$5.9K———
Walleye Capital LLC
N/A—20-20-100%$3.9K———
Fiduciary Financial Advisors
N/A—19-19-100%$3.5K———
Raffa Wealth Management, LLC
N/A—18-18-100%$3.5K———
Manning & Napier Advisors LLC
N/A—18-18-100%$3.5K———
National Bank of Canada
N/A—15-15-100%$2.9K———
WealthCollab, LLC
N/A—13-13-100%$2.5K———
Rialto Wealth Management, LLC
N/A—9-9-100%$1.8K———
HFM Investment Advisors, LLC
N/A—8-8-100%$1.6K———
Prestige Wealth Management Group LLC
N/A—5-5-100%$977———
Bruce G. Allen Investments, LLC
N/A—5-5-100%$977———
Cornerstone Financial Management LLC
N/A—5-5-100%$977———
Ankerstar Wealth, LLC
N/A—4-4-100%$781———
LRI Investments, LLC
N/A—3-3-100%$586———
SHP Wealth Management
N/A—2-2-100%$391———
Huntington National Bank
N/A—1-1-100%$195———
Showing 409 of 409 institutions