Progress Software Corp (PRGS)

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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LSV Asset Management

INCREASED

Shares2,049,653 from 1,262,144

Change+787,509 (+62%)

Value$81.9K (-$42.3M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares1,297,453 from 1,076,430

Change+221,023 (+21%)

Value$51.9M (+$15.7M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares1,158,301 from 1,171,371

Change-13,070 (-1%)

Value$46.3M (+$7.0M)

Filed 2026-11-06

Barclays PLC

DECREASED

Shares494,608 from 569,452

Change-74,844 (-13%)

Value$19.8M (+$647.3K)

Filed 2026-11-06

Dana Investment Advisors, Inc.

DECREASED

Shares301,407 from 333,457

Change-32,050 (-10%)

Value$12.0M (+$849.8K)

Filed 2026-11-06

Principal Financial Group Inc

INCREASED

Shares282,518 from 204,224

Change+78,294 (+38%)

Value$11.3M (+$4.4M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares272,213 from 274,691

Change-2,478 (-1%)

Value$10.9M (+$1.7M)

Filed 2026-11-05

Deutsche Bank Ag\

INCREASED

Shares205,755 from 204,183

Change+1,572 (+1%)

Value$8.2M (+$1.4M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares130,757 from 122,088

Change+8,669 (+7%)

Value$5.2M (+$1.1M)

Filed 2026-11-02

CX Institutional

NEW

Shares128,757

Change+128,757

Value$5.1K

Filed 2026-10-02

MacKenzie Financial Corp

DECREASED

Shares87,402 from 110,731

Change-23,329 (-21%)

Value$3.5M (-$224.9K)

Filed 2026-11-02

Great Lakes Advisors, LLC

NEW

Shares85,664

Change+85,664

Value$3.4M

Filed 2026-11-06

Leuthold Group, LLC

NEW

Shares85,168

Change+85,168

Value$3.4M

Filed 2026-11-04

Wedge Capital Management L L P

DECREASED

Shares71,286 from 97,069

Change-25,783 (-27%)

Value$2.8M (-$410.3K)

Filed 2026-10-13

New York State Teachers Retirement System

DECREASED

Shares63,351 from 69,914

Change-6,563 (-9%)

Value$2.5K (-$2.3M)

Filed 2026-10-22

Range Financial Group LLC

DECREASED

Shares51,070 from 51,353

Change-283 (-1%)

Value$2.0M (+$316.8K)

Filed 2026-10-21

Russell Investments Group, Ltd.

DECREASED

Shares49,916 from 51,253

Change-1,337 (-3%)

Value$2.0M (+$273.3K)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

NEW

Shares42,157

Change+42,157

Value$1.5M

Filed 2026-11-04

Virginia Retirement Systems ET Al

INCREASED

Shares38,500 from 37,400

Change+1,100 (+3%)

Value$1.5M (+$283.0K)

Filed 2026-10-28

Fifth Third Bancorp

DECREASED

Shares33,132 from 40,879

Change-7,747 (-19%)

Value$1.3M (-$48.4K)

Filed 2026-11-05

Prescott Group Capital Management, L.L.C.

NEW

Shares30,000

Change+30,000

Value$1.2M

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares27,693 from 27,807

Change-114 (0%)

Value$1.1M (+$7.3K)

Filed 2026-10-13

Thrivent Financial for Lutherans

DECREASED

Shares26,085 from 27,629

Change-1,544 (-6%)

Value$1.0K (-$927.0K)

Filed 2026-11-05

Mountain Pacific Investment Advisers LLC

DECREASED

Shares24,977 from 25,800

Change-823 (-3%)

Value$998.3K (+$132.0K)

Filed 2026-10-29

Moody National Bank Trust Division

DECREASED

Shares24,521 from 28,230

Change-3,709 (-13%)

Value$980.1K (+$32.1K)

Filed 2026-10-06

Illinois Municipal Retirement Fund

INCREASED

Shares24,445 from 22,777

Change+1,668 (+7%)

Value$977.1K (+$212.2K)

Filed 2026-11-05

Polaris Capital Management, LLC

UNCHANGED

Shares23,400 from 23,400

Change0 (0%)

Value$935.3K (+$149.5K)

Filed 2026-10-21

Amundi

DECREASED

Shares23,165 from 24,920

Change-1,755 (-7%)

Value$925.9K (+$89.1K)

Filed 2026-11-06

Inspire Investing, LLC

DECREASED

Shares19,294 from 24,583

Change-5,289 (-22%)

Value$771.2K (-$54.3K)

Filed 2026-10-22

Louisiana State Employees Retirement System

DECREASED

Shares17,500 from 18,400

Change-900 (-5%)

Value$699.5K (+$81.6K)

Filed 2026-10-20

State of Wyoming

INCREASED

Shares15,511 from 11,817

Change+3,694 (+31%)

Value$620.0K (+$223.2K)

Filed 2026-10-28

Choreo, LLC

INCREASED

Shares14,799 from 13,408

Change+1,391 (+10%)

Value$591.5K (+$141.3K)

Filed 2026-10-28

Imc-Chicago, LLC

DECREASED

Shares14,734 from 75,379

Change-60,645 (-80%)

Value$588.9K (-$1.9M)

Filed 2026-11-05

Pier 88 Investment Partners LLC

INCREASED

Shares14,700 from 3,500

Change+11,200 (+320%)

Value$587.6K (+$470.0K)

Filed 2026-11-06

Wolverine Asset Management LLC

UNCHANGED

Shares13,459 from 13,459

Change0 (0%)

Value$538.0K (+$86.0K)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares13,450 from 13,250

Change+200 (+2%)

Value$537.6K (+$92.7K)

Filed 2026-10-28

Burney Co/

DECREASED

Shares13,402 from 13,682

Change-280 (-2%)

Value$535.7K (+$76.2K)

Filed 2026-10-15

Oppenheimer & Co Inc

DECREASED

Shares13,037 from 13,519

Change-482 (-4%)

Value$521.1K (+$67.1K)

Filed 2026-10-26

James Investment Research, Inc.

INCREASED

Shares11,677 from 7,827

Change+3,850 (+49%)

Value$466.7K (+$203.9K)

Filed 2026-10-22

Arizona State Retirement System

DECREASED

Shares11,555 from 11,611

Change-56 (0%)

Value$461.9K (+$72.0K)

Filed 2026-11-03

Harbor Capital Advisors, Inc.

DECREASED

Shares10,798 from 12,123

Change-1,325 (-11%)

Value$432 (-$406.6K)

Filed 2026-10-22

Amalgamated Bank

DECREASED

Shares10,666 from 11,307

Change-641 (-6%)

Value$426 (-$379.6K)

Filed 2026-10-23

LPL Financial LLC

DECREASED

Shares10,571 from 11,550

Change-979 (-8%)

Value$422.5K (+$34.7K)

Filed 2026-11-06

Yousif Capital Management, LLC

DECREASED

Shares10,449 from 11,276

Change-827 (-7%)

Value$417.6K (+$39.0K)

Filed 2026-10-22

Chesley Taft & Associates LLC

INCREASED

Shares10,211 from 9,182

Change+1,029 (+11%)

Value$408.1K (+$99.8K)

Filed 2026-10-13

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares9,663 from 9,977

Change-314 (-3%)

Value$386.2K (+$51.2K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

DECREASED

Shares9,172 from 9,572

Change-400 (-4%)

Value$366.6K (+$45.2K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares9,016 from 6,059

Change+2,957 (+49%)

Value$360.4K (+$156.9K)

Filed 2026-11-05

Hudson Edge Investment Partners Inc.

INCREASED

Shares8,656 from 3,948

Change+4,708 (+119%)

Value$346.0K (+$213.4K)

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares8,638 from 7,874

Change+764 (+10%)

Value$345.3K (+$80.9K)

Filed 2026-11-06

Merit Financial Group, LLC

INCREASED

Shares8,529 from 7,404

Change+1,125 (+15%)

Value$340.9K (+$92.3K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares8,147 from 28,334

Change-20,187 (-71%)

Value$325.6K (-$625.8K)

Filed 2026-11-04

State of Alaska, Department of Revenue

DECREASED

Shares8,090 from 15,056

Change-6,966 (-46%)

Value$322 (-$504.7K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares8,087 from 773

Change+7,314 (+946%)

Value$323.3K (+$297.2K)

Filed 2026-10-08

Atria Investments, Inc

NEW

Shares7,970

Change+7,970

Value$318.5K

Filed 2026-10-15

Ritholtz Wealth Management

NEW

Shares7,834

Change+7,834

Value$313.1K

Filed 2026-11-05

Crossmark Global Holdings, Inc.

DECREASED

Shares7,633 from 9,030

Change-1,397 (-15%)

Value$305.1K (+$1.9K)

Filed 2026-10-21

Wedbush Securities Inc

DECREASED

Shares7,476 from 12,884

Change-5,408 (-42%)

Value$299 (-$432.7K)

Filed 2026-10-22

Pictet Asset Management Holding SA

UNCHANGED

Shares7,178 from 7,178

Change0 (0%)

Value$286.9K (+$45.9K)

Filed 2026-11-03

Swiss Life Asset Management Ltd

DECREASED

Shares7,151 from 8,058

Change-907 (-11%)

Value$285.8K (+$15.2K)

Filed 2026-11-03

Forbes J M & Co LLP

UNCHANGED

Shares7,120 from 7,120

Change0 (0%)

Value$284.6K (+$45.5K)

Filed 2026-10-16

Brighton Jones LLC

INCREASED

Shares6,669 from 6,412

Change+257 (+4%)

Value$266.6K (+$51.2K)

Filed 2026-11-03

Robeco Institutional Asset Management B.V.

UNCHANGED

Shares6,575 from 6,575

Change0 (0%)

Value$262.8K (+$42.0K)

Filed 2026-10-20

Savant Capital, LLC

NEW

Shares6,464

Change+6,464

Value$258.4K

Filed 2026-11-06

Ifrah Financial Services, Inc.

DECREASED

Shares6,389 from 6,661

Change-272 (-4%)

Value$255.4K (+$31.7K)

Filed 2026-10-13

Essential Planning, Llc.

UNCHANGED

Shares6,169 from 6,169

Change0 (0%)

Value$246.6K (+$39.4K)

Filed 2026-10-21

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares5,916 from 892

Change+5,024 (+563%)

Value$236.5K (+$206.5K)

Filed 2026-10-27

DekaBank Deutsche Girozentrale

DECREASED

Shares5,675 from 478,870

Change-473,195 (-99%)

Value$228 (-$12.4K)

Filed 2026-10-27

ProShare Advisors LLC

DECREASED

Shares5,646 from 6,025

Change-379 (-6%)

Value$225.7K (+$23.4K)

Filed 2026-10-29

Kendall Capital Management

NEW

Shares5,400

Change+5,400

Value$215.8K

Filed 2026-10-23

CenterBook Partners LP

NEW

Shares5,253

Change+5,253

Value$210.0K

Filed 2026-11-02

71 West Capital Partners

NEW

Shares5,125

Change+5,125

Value$204.8K

Filed 2026-11-04

Fulcrum Asset Management LLP

INCREASED

Shares4,590 from 120

Change+4,470 (+3725%)

Value$181.0K (+$177.0K)

Filed 2026-11-04

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares4,577 from 3,795

Change+782 (+21%)

Value$182.9K (+$55.5K)

Filed 2026-11-05

Versant Capital Management, Inc

INCREASED

Shares2,764 from 2,645

Change+119 (+5%)

Value$110.5K (+$21.7K)

Filed 2026-10-02

Allworth Financial LP

INCREASED

Shares2,412 from 2,406

Change+6 (+0%)

Value$81.0K (+$201)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares2,360 from 2,126

Change+234 (+11%)

Value$94.3K (+$22.9K)

Filed 2026-10-08

Heritage Family Offices, LLP

NEW

Shares2,130

Change+2,130

Value$85.1K

Filed 2026-11-02

US Bancorp \de\

INCREASED

Shares2,086 from 2,079

Change+7 (+0%)

Value$83.4K (+$13.6K)

Filed 2026-11-05

Loring Wolcott & Coolidge Fiduciary Advisors LLP

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$71.9K (+$11.5K)

Filed 2026-10-23

Nykredit A/S

DECREASED

Shares1,702 from 3,641

Change-1,939 (-53%)

Value$68.0K (-$54.2K)

Filed 2026-11-06

Parallel Advisors, LLC

INCREASED

Shares1,617 from 1,581

Change+36 (+2%)

Value$64.6K (+$11.5K)

Filed 2026-11-03

Nisa Investment Advisors, LLC

DECREASED

Shares1,437 from 1,621

Change-184 (-11%)

Value$57.4K (+$3.0K)

Filed 2026-10-20

KBC Group NV

UNCHANGED

Shares1,161 from 1,161

Change0 (0%)

Value$46 (-$39.0K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares1,098 from 1,062

Change+36 (+3%)

Value$43.9K (+$8.2K)

Filed 2026-11-04

Sterling Capital Management LLC

DECREASED

Shares1,022 from 10,559

Change-9,537 (-90%)

Value$40.8K (-$313.7K)

Filed 2026-10-22

Blue Trust, Inc.

DECREASED

Shares791 from 821

Change-30 (-4%)

Value$31.6K (+$4.0K)

Filed 2026-10-15

Larson Financial Group LLC

DECREASED

Shares610 from 625

Change-15 (-2%)

Value$24.4K (+$3.4K)

Filed 2026-11-05

Salomon & Ludwin, LLC

UNCHANGED

Shares513 from 513

Change0 (0%)

Value$20.5K (+$416)

Filed 2026-10-29

Financial Management Professionals, Inc.

UNCHANGED

Shares486 from 486

Change0 (0%)

Value$19.4K (+$3.1K)

Filed 2026-10-23

WPG Advisers, LLC

INCREASED

Shares471 from 345

Change+126 (+37%)

Value$18.8K (+$7.2K)

Filed 2026-10-27

Provenance Wealth Advisors, LLC

NEW

Shares464

Change+464

Value$18.5K

Filed 2026-10-30

Essential Partners LLC

INCREASED

Shares464 from 433

Change+31 (+7%)

Value$18.5K (+$4.0K)

Filed 2026-10-14

True Wealth Design, LLC

INCREASED

Shares457 from 452

Change+5 (+1%)

Value$18.3K (+$3.1K)

Filed 2026-10-13

Quaker Wealth Management, LLC

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$18.0K (+$2.9K)

Filed 2026-10-22

Rossby Financial, LCC

INCREASED

Shares433 from 395

Change+38 (+10%)

Value$17.3K (+$4.0K)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares374 from 374

Change0 (0%)

Value$14.9K (+$2.4K)

Filed 2026-10-05

Signaturefd, LLC

INCREASED

Shares325 from 309

Change+16 (+5%)

Value$13.0K (+$2.6K)

Filed 2026-10-23

SJS Investment Consulting Inc.

INCREASED

Shares316 from 20

Change+296 (+1480%)

Value$12.6K (+$12.0K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares299

Change+299

Value$12.0K

Filed 2026-10-21

Plato Investment Management Ltd

NEW

Shares283

Change+283

Value$11.4K

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares258 from 400

Change-142 (-35%)

Value$10 (-$4)

Filed 2026-10-30

UMB Bank, n.a.

INCREASED

Shares207 from 201

Change+6 (+3%)

Value$8.3K (+$1.5K)

Filed 2026-11-06

Bare Financial Services, Inc

INCREASED

Shares181 from 159

Change+22 (+14%)

Value$7.2K (+$1.9K)

Filed 2026-11-04

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares176 from 176

Change0 (0%)

Value$7.0K (+$1.1K)

Filed 2026-10-23

TD Private Client Wealth LLC

DECREASED

Shares113 from 1,291

Change-1,178 (-91%)

Value$4.5K (-$38.8K)

Filed 2026-10-28

Parkside Financial Bank & Trust

INCREASED

Shares105 from 53

Change+52 (+98%)

Value$4.2K (+$2.4K)

Filed 2026-10-27

GHP Investment Advisors, Inc.

DECREASED

Shares102 from 198

Change-96 (-48%)

Value$4.1K (-$2.6K)

Filed 2026-10-15

Retirement Wealth Solutions LLC

INCREASED

Shares94 from 90

Change+4 (+4%)

Value$3.8K (+$735)

Filed 2026-10-07

IFP Advisors, Inc

DECREASED

Shares81 from 135

Change-54 (-40%)

Value$3.2K (-$1.3K)

Filed 2026-10-16

SBI Securities Co., Ltd.

DECREASED

Shares80 from 83

Change-3 (-4%)

Value$3.2K (+$411)

Filed 2026-10-22

Ascentis Wealth Management, LLC

NEW

Shares76

Change+76

Value$3.0K

Filed 2026-11-03

Ares Financial Consulting, LLC

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$2.7K (+$428)

Filed 2026-10-19

TD Waterhouse Canada Inc.

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$2.4K (-$167)

Filed 2026-10-16

Creative Financial Designs Inc

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$1.8K (+$281)

Filed 2026-11-04

Farmers & Merchants Investments Inc

INCREASED

Shares43 from 26

Change+17 (+65%)

Value$1.7K (+$846)

Filed 2026-10-22

Private Trust Co NA

NEW

Shares24

Change+24

Value$959

Filed 2026-10-20

UMB Private Wealth Management, LLC

NEW

Shares18

Change+18

Value$719

Filed 2026-10-19

Signature Equity Partners, LLC

DECREASED

Shares17 from 18

Change-1 (-6%)

Value$679 (+$75)

Filed 2026-10-29

Marquette Asset Management, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$680 (+$109)

Filed 2026-10-09

Clearstead Advisors, LLC

DECREASED

Shares16 from 67

Change-51 (-76%)

Value$640 (-$1.6K)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

NEW

Shares12

Change+12

Value$480

Filed 2026-10-29

Silver Grove Financial Group, Inc.

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$440 (+$71)

Filed 2026-11-05

Assetmark, Inc

NEW

Shares10

Change+10

Value$400

Filed 2026-10-21

JFS Wealth Advisors, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$360 (+$57)

Filed 2026-11-03

Cedar Mountain Advisors, LLC

NEW

Shares6

Change+6

Value$240

Filed 2026-10-15

Valley National Advisers Inc

NEW

Shares6

Change+6

Value$240

Filed 2026-10-23

Gilpin Wealth Management, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$200 (+$32)

Filed 2026-10-09

Financial Consulate, Inc

NEW

Shares3

Change+3

Value$120

Filed 2026-10-23

Hughes Financial Services, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$90 (+$56)

Filed 2026-10-30

Davis Capital Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$80 (+$13)

Filed 2026-10-08

Swedbank AB

CLOSED

Shares0 from 72,100

Change-72,100 (-100%)

Value$0 (-$2.4M)

Filed 2026-10-27

Anchor Capital Advisors LLC

CLOSED

Shares0 from 60,224

Change-60,224 (-100%)

Value$0 (-$2.0M)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 25,392

Change-25,392 (-100%)

Value$0 (-$852.7K)

Filed 2026-10-16

Alps Advisors Inc

CLOSED

Shares0 from 14,597

Change-14,597 (-100%)

Value$0 (-$490.2K)

Filed 2026-11-03

Leonteq Securities AG

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$50.4K)

Filed 2026-10-29

FNY Investment Advisers, LLC

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$10)

Filed 2026-10-16

Tokio Marine Asset Management Co LTD

CLOSED

Shares0 from 143

Change-143 (-100%)

Value$0 (-$4.8K)

Filed 2026-10-26

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$576)

Filed 2026-11-06

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$336)

Filed 2026-10-07

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$336)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 ($0)

Filed 2026-11-06

Stone House Investment Management, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$235)

Filed 2026-10-23

Nvwm, LLC

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-14

BlackRock, Inc.

N/A

Shares— from 7,570,529

Change-7,570,529 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,846,694

Change-3,846,694 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,961,723

Change-1,961,723 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,899,835

Change-1,899,835 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,689,867

Change-1,689,867 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,274,910

Change-1,274,910 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,258,502

Change-1,258,502 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 1,214,414

Change-1,214,414 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,042,345

Change-1,042,345 (-100%)

Value—

Heron Bay Capital Management

N/A

Shares— from 1,012,832

Change-1,012,832 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 880,608

Change-880,608 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 861,531

Change-861,531 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 832,699

Change-832,699 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 795,068

Change-795,068 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 741,875

Change-741,875 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 682,103

Change-682,103 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 570,261

Change-570,261 (-100%)

Value—

FMR LLC

N/A

Shares— from 562,754

Change-562,754 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 550,957

Change-550,957 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 545,957

Change-545,957 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 532,200

Change-532,200 (-100%)

Value—

Invenomic Capital Management LP

N/A

Shares— from 511,240

Change-511,240 (-100%)

Value—

Oaktop Capital Management II, L.P.

N/A

Shares— from 508,608

Change-508,608 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 491,221

Change-491,221 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 429,699

Change-429,699 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 368,593

Change-368,593 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 334,899

Change-334,899 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 288,615

Change-288,615 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 288,047

Change-288,047 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 282,392

Change-282,392 (-100%)

Value—

UBS Group AG

N/A

Shares— from 232,984

Change-232,984 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 220,442

Change-220,442 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 197,524

Change-197,524 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 189,318

Change-189,318 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 186,387

Change-186,387 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 178,939

Change-178,939 (-100%)

Value—

Paradigm Capital Management Inc

N/A

Shares— from 160,600

Change-160,600 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 154,150

Change-154,150 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 153,973

Change-153,973 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 145,258

Change-145,258 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 127,664

Change-127,664 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 126,834

Change-126,834 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 124,120

Change-124,120 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 113,584

Change-113,584 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 113,291

Change-113,291 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 112,543

Change-112,543 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 109,931

Change-109,931 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 108,951

Change-108,951 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 103,620

Change-103,620 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 102,100

Change-102,100 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 96,017

Change-96,017 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 93,750

Change-93,750 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 90,841

Change-90,841 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 84,100

Change-84,100 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 83,759

Change-83,759 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 75,901

Change-75,901 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 69,711

Change-69,711 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 68,952

Change-68,952 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 64,719

Change-64,719 (-100%)

Value—

Choate Investment Advisors

N/A

Shares— from 61,948

Change-61,948 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 58,222

Change-58,222 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 56,604

Change-56,604 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 56,200

Change-56,200 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 54,940

Change-54,940 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 54,912

Change-54,912 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 54,368

Change-54,368 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 52,109

Change-52,109 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 49,767

Change-49,767 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 48,595

Change-48,595 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 47,943

Change-47,943 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 46,828

Change-46,828 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 45,191

Change-45,191 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 40,623

Change-40,623 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 37,629

Change-37,629 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 37,517

Change-37,517 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 37,174

Change-37,174 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 36,055

Change-36,055 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 35,884

Change-35,884 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 34,434

Change-34,434 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 31,546

Change-31,546 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 24,972

Change-24,972 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 24,802

Change-24,802 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 24,639

Change-24,639 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 24,155

Change-24,155 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 23,657

Change-23,657 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 23,390

Change-23,390 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 22,900

Change-22,900 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 20,458

Change-20,458 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 19,463

Change-19,463 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 19,257

Change-19,257 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 18,066

Change-18,066 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 17,657

Change-17,657 (-100%)

Value—

Advisory Research Inc

N/A

Shares— from 16,981

Change-16,981 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 15,354

Change-15,354 (-100%)

Value—

Allstate Corp

N/A

Shares— from 14,745

Change-14,745 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 14,171

Change-14,171 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 14,000

Change-14,000 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 13,972

Change-13,972 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 13,850

Change-13,850 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 13,811

Change-13,811 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 13,182

Change-13,182 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,982

Change-12,982 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 12,830

Change-12,830 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 12,655

Change-12,655 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 12,598

Change-12,598 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 12,538

Change-12,538 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 12,376

Change-12,376 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 12,083

Change-12,083 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 11,918

Change-11,918 (-100%)

Value—

Man Group plc

N/A

Shares— from 11,678

Change-11,678 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,342

Change-11,342 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 11,218

Change-11,218 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 11,170

Change-11,170 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 10,854

Change-10,854 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 10,681

Change-10,681 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,552

Change-10,552 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 10,416

Change-10,416 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 10,369

Change-10,369 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 10,306

Change-10,306 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 10,019

Change-10,019 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 9,689

Change-9,689 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 9,397

Change-9,397 (-100%)

Value—

Vinva Investment Management Ltd

N/A

Shares— from 8,591

Change-8,591 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 8,216

Change-8,216 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 7,856

Change-7,856 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 7,588

Change-7,588 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 7,255

Change-7,255 (-100%)

Value—

Buckland Partners Management Co LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 6,758

Change-6,758 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,685

Change-6,685 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 6,484

Change-6,484 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 6,462

Change-6,462 (-100%)

Value—

Harbour Wealth Management Group, Inc.

N/A

Shares— from 6,098

Change-6,098 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 6,070

Change-6,070 (-100%)

Value—

CSS LLC

N/A

Shares— from 6,054

Change-6,054 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,100

Change-5,100 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,322

Change-4,322 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,836

Change-3,836 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 3,744

Change-3,744 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,259

Change-3,259 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,689

Change-1,689 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,071

Change-1,071 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 831

Change-831 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 819

Change-819 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 751

Change-751 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 570

Change-570 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 569

Change-569 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 483

Change-483 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 445

Change-445 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 420

Change-420 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 419

Change-419 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 298

Change-298 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 189

Change-189 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 93

Change-93 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 81

Change-81 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 33

Change-33 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3

Change-3 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 3

Change-3 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LSV Asset Management	INCREASED	2,049,653	1,262,144	+787,509	+62%	$42.4M	$81.9K	-$42.3M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	1,297,453	1,076,430	+221,023	+21%	$36.1M	$51.9M	+$15.7M	2026-11-04
Geode Capital Management, LLC	DECREASED	1,158,301	1,171,371	-13,070	-1%	$39.3M	$46.3M	+$7.0M	2026-11-06
Barclays PLC	DECREASED	494,608	569,452	-74,844	-13%	$19.1M	$19.8M	+$647.3K	2026-11-06
Dana Investment Advisors, Inc.	DECREASED	301,407	333,457	-32,050	-10%	$11.2M	$12.0M	+$849.8K	2026-11-06
Principal Financial Group Inc	INCREASED	282,518	204,224	+78,294	+38%	$6.9M	$11.3M	+$4.4M	2026-11-02
Bank of New York Mellon Corp	DECREASED	272,213	274,691	-2,478	-1%	$9.2M	$10.9M	+$1.7M	2026-11-05
Deutsche Bank Ag\	INCREASED	205,755	204,183	+1,572	+1%	$6.9M	$8.2M	+$1.4M	2026-11-06
Creative Planning	INCREASED	130,757	122,088	+8,669	+7%	$4.1M	$5.2M	+$1.1M	2026-11-02
CX Institutional	NEW	128,757	—	+128,757	—	—	$5.1K	—	2026-10-02
MacKenzie Financial Corp	DECREASED	87,402	110,731	-23,329	-21%	$3.7M	$3.5M	-$224.9K	2026-11-02
Great Lakes Advisors, LLC	NEW	85,664	—	+85,664	—	—	$3.4M	—	2026-11-06
Leuthold Group, LLC	NEW	85,168	—	+85,168	—	—	$3.4M	—	2026-11-04
Wedge Capital Management L L P	DECREASED	71,286	97,069	-25,783	-27%	$3.3M	$2.8M	-$410.3K	2026-10-13
New York State Teachers Retirement System	DECREASED	63,351	69,914	-6,563	-9%	$2.3M	$2.5K	-$2.3M	2026-10-22
Range Financial Group LLC	DECREASED	51,070	51,353	-283	-1%	$1.7M	$2.0M	+$316.8K	2026-10-21
Russell Investments Group, Ltd.	DECREASED	49,916	51,253	-1,337	-3%	$1.7M	$2.0M	+$273.3K	2026-11-06
Allspring Global Investments Holdings, LLC	NEW	42,157	—	+42,157	—	—	$1.5M	—	2026-11-04
Virginia Retirement Systems ET Al	INCREASED	38,500	37,400	+1,100	+3%	$1.3M	$1.5M	+$283.0K	2026-10-28
Fifth Third Bancorp	DECREASED	33,132	40,879	-7,747	-19%	$1.4M	$1.3M	-$48.4K	2026-11-05
Prescott Group Capital Management, L.L.C.	NEW	30,000	—	+30,000	—	—	$1.2M	—	2026-10-30
Wealth Enhancement Advisory Services, LLC	DECREASED	27,693	27,807	-114	0%	$1.1M	$1.1M	+$7.3K	2026-10-13
Thrivent Financial for Lutherans	DECREASED	26,085	27,629	-1,544	-6%	$928.0K	$1.0K	-$927.0K	2026-11-05
Mountain Pacific Investment Advisers LLC	DECREASED	24,977	25,800	-823	-3%	$866.4K	$998.3K	+$132.0K	2026-10-29
Moody National Bank Trust Division	DECREASED	24,521	28,230	-3,709	-13%	$948.0K	$980.1K	+$32.1K	2026-10-06
Illinois Municipal Retirement Fund	INCREASED	24,445	22,777	+1,668	+7%	$764.9K	$977.1K	+$212.2K	2026-11-05
Polaris Capital Management, LLC	UNCHANGED	23,400	23,400	0	0%	$785.8K	$935.3K	+$149.5K	2026-10-21
Amundi	DECREASED	23,165	24,920	-1,755	-7%	$836.8K	$925.9K	+$89.1K	2026-11-06
Inspire Investing, LLC	DECREASED	19,294	24,583	-5,289	-22%	$825.5K	$771.2K	-$54.3K	2026-10-22
Louisiana State Employees Retirement System	DECREASED	17,500	18,400	-900	-5%	$617.9K	$699.5K	+$81.6K	2026-10-20
State of Wyoming	INCREASED	15,511	11,817	+3,694	+31%	$396.8K	$620.0K	+$223.2K	2026-10-28
Choreo, LLC	INCREASED	14,799	13,408	+1,391	+10%	$450.2K	$591.5K	+$141.3K	2026-10-28
Imc-Chicago, LLC	DECREASED	14,734	75,379	-60,645	-80%	$2.5M	$588.9K	-$1.9M	2026-11-05
Pier 88 Investment Partners LLC	INCREASED	14,700	3,500	+11,200	+320%	$117.5K	$587.6K	+$470.0K	2026-11-06
Wolverine Asset Management LLC	UNCHANGED	13,459	13,459	0	0%	$452.0K	$538.0K	+$86.0K	2026-11-02
D.A. Davidson & Co.	INCREASED	13,450	13,250	+200	+2%	$444.9K	$537.6K	+$92.7K	2026-10-28
Burney Co/	DECREASED	13,402	13,682	-280	-2%	$459.4K	$535.7K	+$76.2K	2026-10-15
Oppenheimer & Co Inc	DECREASED	13,037	13,519	-482	-4%	$454.0K	$521.1K	+$67.1K	2026-10-26
James Investment Research, Inc.	INCREASED	11,677	7,827	+3,850	+49%	$262.8K	$466.7K	+$203.9K	2026-10-22
Arizona State Retirement System	DECREASED	11,555	11,611	-56	0%	$389.9K	$461.9K	+$72.0K	2026-11-03
Harbor Capital Advisors, Inc.	DECREASED	10,798	12,123	-1,325	-11%	$407.0K	$432	-$406.6K	2026-10-22
Amalgamated Bank	DECREASED	10,666	11,307	-641	-6%	$380.0K	$426	-$379.6K	2026-10-23
LPL Financial LLC	DECREASED	10,571	11,550	-979	-8%	$387.8K	$422.5K	+$34.7K	2026-11-06
Yousif Capital Management, LLC	DECREASED	10,449	11,276	-827	-7%	$378.6K	$417.6K	+$39.0K	2026-10-22
Chesley Taft & Associates LLC	INCREASED	10,211	9,182	+1,029	+11%	$308.3K	$408.1K	+$99.8K	2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	9,663	9,977	-314	-3%	$335.0K	$386.2K	+$51.2K	2026-11-03
Oregon Public Employees Retirement Fund	DECREASED	9,172	9,572	-400	-4%	$321.4K	$366.6K	+$45.2K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	9,016	6,059	+2,957	+49%	$203.5K	$360.4K	+$156.9K	2026-11-05
Hudson Edge Investment Partners Inc.	INCREASED	8,656	3,948	+4,708	+119%	$132.6K	$346.0K	+$213.4K	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	8,638	7,874	+764	+10%	$264.4K	$345.3K	+$80.9K	2026-11-06
Merit Financial Group, LLC	INCREASED	8,529	7,404	+1,125	+15%	$248.6K	$340.9K	+$92.3K	2026-11-06
Citigroup Inc	DECREASED	8,147	28,334	-20,187	-71%	$951.5K	$325.6K	-$625.8K	2026-11-04
State of Alaska, Department of Revenue	DECREASED	8,090	15,056	-6,966	-46%	$505.0K	$322	-$504.7K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	8,087	773	+7,314	+946%	$26.0K	$323.3K	+$297.2K	2026-10-08
Atria Investments, Inc	NEW	7,970	—	+7,970	—	—	$318.5K	—	2026-10-15
Ritholtz Wealth Management	NEW	7,834	—	+7,834	—	—	$313.1K	—	2026-11-05
Crossmark Global Holdings, Inc.	DECREASED	7,633	9,030	-1,397	-15%	$303.2K	$305.1K	+$1.9K	2026-10-21
Wedbush Securities Inc	DECREASED	7,476	12,884	-5,408	-42%	$433.0K	$299	-$432.7K	2026-10-22
Pictet Asset Management Holding SA	UNCHANGED	7,178	7,178	0	0%	$241.0K	$286.9K	+$45.9K	2026-11-03
Swiss Life Asset Management Ltd	DECREASED	7,151	8,058	-907	-11%	$270.6K	$285.8K	+$15.2K	2026-11-03
Forbes J M & Co LLP	UNCHANGED	7,120	7,120	0	0%	$239.1K	$284.6K	+$45.5K	2026-10-16
Brighton Jones LLC	INCREASED	6,669	6,412	+257	+4%	$215.3K	$266.6K	+$51.2K	2026-11-03
Robeco Institutional Asset Management B.V.	UNCHANGED	6,575	6,575	0	0%	$220.8K	$262.8K	+$42.0K	2026-10-20
Savant Capital, LLC	NEW	6,464	—	+6,464	—	—	$258.4K	—	2026-11-06
Ifrah Financial Services, Inc.	DECREASED	6,389	6,661	-272	-4%	$223.7K	$255.4K	+$31.7K	2026-10-13
Essential Planning, Llc.	UNCHANGED	6,169	6,169	0	0%	$207.2K	$246.6K	+$39.4K	2026-10-21
Pinnacle Wealth Planning Services, Inc.	INCREASED	5,916	892	+5,024	+563%	$30.0K	$236.5K	+$206.5K	2026-10-27
DekaBank Deutsche Girozentrale	DECREASED	5,675	478,870	-473,195	-99%	$12.6K	$228	-$12.4K	2026-10-27
ProShare Advisors LLC	DECREASED	5,646	6,025	-379	-6%	$202.3K	$225.7K	+$23.4K	2026-10-29
Kendall Capital Management	NEW	5,400	—	+5,400	—	—	$215.8K	—	2026-10-23
CenterBook Partners LP	NEW	5,253	—	+5,253	—	—	$210.0K	—	2026-11-02
71 West Capital Partners	NEW	5,125	—	+5,125	—	—	$204.8K	—	2026-11-04
Fulcrum Asset Management LLP	INCREASED	4,590	120	+4,470	+3725%	$4.1K	$181.0K	+$177.0K	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	4,577	3,795	+782	+21%	$127.4K	$182.9K	+$55.5K	2026-11-05
Versant Capital Management, Inc	INCREASED	2,764	2,645	+119	+5%	$88.8K	$110.5K	+$21.7K	2026-10-02
Allworth Financial LP	INCREASED	2,412	2,406	+6	+0%	$80.8K	$81.0K	+$201	2026-11-06
Gamma Investing LLC	INCREASED	2,360	2,126	+234	+11%	$71.4K	$94.3K	+$22.9K	2026-10-08
Heritage Family Offices, LLP	NEW	2,130	—	+2,130	—	—	$85.1K	—	2026-11-02
US Bancorp \de\	INCREASED	2,086	2,079	+7	+0%	$69.8K	$83.4K	+$13.6K	2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP	UNCHANGED	1,800	1,800	0	0%	$60.4K	$71.9K	+$11.5K	2026-10-23
Nykredit A/S	DECREASED	1,702	3,641	-1,939	-53%	$122.3K	$68.0K	-$54.2K	2026-11-06
Parallel Advisors, LLC	INCREASED	1,617	1,581	+36	+2%	$53.1K	$64.6K	+$11.5K	2026-11-03
Nisa Investment Advisors, LLC	DECREASED	1,437	1,621	-184	-11%	$54.4K	$57.4K	+$3.0K	2026-10-20
KBC Group NV	UNCHANGED	1,161	1,161	0	0%	$39.0K	$46	-$39.0K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	1,098	1,062	+36	+3%	$35.7K	$43.9K	+$8.2K	2026-11-04
Sterling Capital Management LLC	DECREASED	1,022	10,559	-9,537	-90%	$354.6K	$40.8K	-$313.7K	2026-10-22
Blue Trust, Inc.	DECREASED	791	821	-30	-4%	$27.6K	$31.6K	+$4.0K	2026-10-15
Larson Financial Group LLC	DECREASED	610	625	-15	-2%	$21.0K	$24.4K	+$3.4K	2026-11-05
Salomon & Ludwin, LLC	UNCHANGED	513	513	0	0%	$20.1K	$20.5K	+$416	2026-10-29
Financial Management Professionals, Inc.	UNCHANGED	486	486	0	0%	$16.3K	$19.4K	+$3.1K	2026-10-23
WPG Advisers, LLC	INCREASED	471	345	+126	+37%	$11.6K	$18.8K	+$7.2K	2026-10-27
Provenance Wealth Advisors, LLC	NEW	464	—	+464	—	—	$18.5K	—	2026-10-30
Essential Partners LLC	INCREASED	464	433	+31	+7%	$14.5K	$18.5K	+$4.0K	2026-10-14
True Wealth Design, LLC	INCREASED	457	452	+5	+1%	$15.2K	$18.3K	+$3.1K	2026-10-13
Quaker Wealth Management, LLC	UNCHANGED	450	450	0	0%	$15.1K	$18.0K	+$2.9K	2026-10-22
Rossby Financial, LCC	INCREASED	433	395	+38	+10%	$13.3K	$17.3K	+$4.0K	2026-11-05
MassMutual Private Wealth & Trust, FSB	UNCHANGED	374	374	0	0%	$12.6K	$14.9K	+$2.4K	2026-10-05
Signaturefd, LLC	INCREASED	325	309	+16	+5%	$10.4K	$13.0K	+$2.6K	2026-10-23
SJS Investment Consulting Inc.	INCREASED	316	20	+296	+1480%	$672	$12.6K	+$12.0K	2026-10-26
Root Financial Partners, LLC	NEW	299	—	+299	—	—	$12.0K	—	2026-10-21
Plato Investment Management Ltd	NEW	283	—	+283	—	—	$11.4K	—	2026-11-05
Covestor Ltd	DECREASED	258	400	-142	-35%	$14	$10	-$4	2026-10-30
UMB Bank, n.a.	INCREASED	207	201	+6	+3%	$6.8K	$8.3K	+$1.5K	2026-11-06
Bare Financial Services, Inc	INCREASED	181	159	+22	+14%	$5.3K	$7.2K	+$1.9K	2026-11-04
Wilmington Savings Fund Society, FSB	UNCHANGED	176	176	0	0%	$5.9K	$7.0K	+$1.1K	2026-10-23
TD Private Client Wealth LLC	DECREASED	113	1,291	-1,178	-91%	$43.4K	$4.5K	-$38.8K	2026-10-28
Parkside Financial Bank & Trust	INCREASED	105	53	+52	+98%	$1.8K	$4.2K	+$2.4K	2026-10-27
GHP Investment Advisors, Inc.	DECREASED	102	198	-96	-48%	$6.6K	$4.1K	-$2.6K	2026-10-15
Retirement Wealth Solutions LLC	INCREASED	94	90	+4	+4%	$3.0K	$3.8K	+$735	2026-10-07
IFP Advisors, Inc	DECREASED	81	135	-54	-40%	$4.5K	$3.2K	-$1.3K	2026-10-16
SBI Securities Co., Ltd.	DECREASED	80	83	-3	-4%	$2.8K	$3.2K	+$411	2026-10-22
Ascentis Wealth Management, LLC	NEW	76	—	+76	—	—	$3.0K	—	2026-11-03
Ares Financial Consulting, LLC	UNCHANGED	67	67	0	0%	$2.3K	$2.7K	+$428	2026-10-19
TD Waterhouse Canada Inc.	UNCHANGED	65	65	0	0%	$2.5K	$2.4K	-$167	2026-10-16
Creative Financial Designs Inc	UNCHANGED	44	44	0	0%	$1.5K	$1.8K	+$281	2026-11-04
Farmers & Merchants Investments Inc	INCREASED	43	26	+17	+65%	$873	$1.7K	+$846	2026-10-22
Private Trust Co NA	NEW	24	—	+24	—	—	$959	—	2026-10-20
UMB Private Wealth Management, LLC	NEW	18	—	+18	—	—	$719	—	2026-10-19
Signature Equity Partners, LLC	DECREASED	17	18	-1	-6%	$604	$679	+$75	2026-10-29
Marquette Asset Management, LLC	UNCHANGED	17	17	0	0%	$571	$680	+$109	2026-10-09
Clearstead Advisors, LLC	DECREASED	16	67	-51	-76%	$2.3K	$640	-$1.6K	2026-11-06
Caitong International Asset Management Co., Ltd	NEW	12	—	+12	—	—	$480	—	2026-10-29
Silver Grove Financial Group, Inc.	UNCHANGED	11	11	0	0%	$369	$440	+$71	2026-11-05
Assetmark, Inc	NEW	10	—	+10	—	—	$400	—	2026-10-21
JFS Wealth Advisors, LLC	UNCHANGED	9	9	0	0%	$303	$360	+$57	2026-11-03
Cedar Mountain Advisors, LLC	NEW	6	—	+6	—	—	$240	—	2026-10-15
Valley National Advisers Inc	NEW	6	—	+6	—	—	$240	—	2026-10-23
Gilpin Wealth Management, LLC	UNCHANGED	5	5	0	0%	$168	$200	+$32	2026-10-09
Financial Consulate, Inc	NEW	3	—	+3	—	—	$120	—	2026-10-23
Hughes Financial Services, LLC	INCREASED	2	1	+1	+100%	$34	$90	+$56	2026-10-30
Davis Capital Management	UNCHANGED	2	2	0	0%	$67	$80	+$13	2026-10-08
Swedbank AB	CLOSED	0	72,100	-72,100	-100%	$2.4M	$0	-$2.4M	2026-10-27
Anchor Capital Advisors LLC	CLOSED	0	60,224	-60,224	-100%	$2.0M	$0	-$2.0M	2026-11-05
Y-Intercept (Hong Kong) Ltd	CLOSED	0	25,392	-25,392	-100%	$852.7K	$0	-$852.7K	2026-10-16
Alps Advisors Inc	CLOSED	0	14,597	-14,597	-100%	$490.2K	$0	-$490.2K	2026-11-03
Leonteq Securities AG	CLOSED	0	1,500	-1,500	-100%	$50.4K	$0	-$50.4K	2026-10-29
FNY Investment Advisers, LLC	CLOSED	0	300	-300	-100%	$10	$0	-$10	2026-10-16
Tokio Marine Asset Management Co LTD	CLOSED	0	143	-143	-100%	$4.8K	$0	-$4.8K	2026-10-26
Institute for Wealth Management, Llc.	CLOSED	0	17	-17	-100%	$576	$0	-$576	2026-11-06
Wealth Enhancement Trust Services, Inc.	CLOSED	0	10	-10	-100%	$336	$0	-$336	2026-10-07
Plante Moran Financial Advisors, LLC	CLOSED	0	10	-10	-100%	$336	$0	-$336	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	8	-8	-100%	$0	$0	$0	2026-11-06
Stone House Investment Management, LLC	CLOSED	0	7	-7	-100%	$235	$0	-$235	2026-10-23
Nvwm, LLC	CLOSED	0	0	0	—	$0	$0	$0	2026-10-14
BlackRock, Inc.	N/A	—	7,570,529	-7,570,529	-100%	$254.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,846,694	-3,846,694	-100%	$129.2M	—	—	—
State Street Corp	N/A	—	1,961,723	-1,961,723	-100%	$65.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,899,835	-1,899,835	-100%	$63.8M	—	—	—
Victory Capital Management Inc	N/A	—	1,689,867	-1,689,867	-100%	$56.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,274,910	-1,274,910	-100%	$42.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,258,502	-1,258,502	-100%	$42.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	1,214,414	-1,214,414	-100%	$40.8M	—	—	—
AQR Capital Management LLC	N/A	—	1,042,345	-1,042,345	-100%	$35.0M	—	—	—
Heron Bay Capital Management	N/A	—	1,012,832	-1,012,832	-100%	$34.0M	—	—	—
Nomura Asset Management International Inc.	N/A	—	880,608	-880,608	-100%	$29.6M	—	—	—
Systematic Financial Management LP	N/A	—	861,531	-861,531	-100%	$28.9M	—	—	—
American Century Companies Inc	N/A	—	832,699	-832,699	-100%	$28.0M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	795,068	-795,068	-100%	$26.7M	—	—	—
Kennedy Capital Management LLC	N/A	—	741,875	-741,875	-100%	$24.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	682,103	-682,103	-100%	$22.9M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	570,261	-570,261	-100%	$19.1M	—	—	—
FMR LLC	N/A	—	562,754	-562,754	-100%	$18.9M	—	—	—
Bank of America Corp	N/A	—	550,957	-550,957	-100%	$18.5M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	545,957	-545,957	-100%	$18.3M	—	—	—
Morgan Stanley	N/A	—	532,200	-532,200	-100%	$17.9M	—	—	—
Invenomic Capital Management LP	N/A	—	511,240	-511,240	-100%	$17.2M	—	—	—
Oaktop Capital Management II, L.P.	N/A	—	508,608	-508,608	-100%	$17.1M	—	—	—
Northern Trust Corp	N/A	—	491,221	-491,221	-100%	$16.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	429,699	-429,699	-100%	$14.4M	—	—	—
Glenmede Trust Co NA	N/A	—	368,593	-368,593	-100%	$12.4M	—	—	—
Wells Fargo & Company	N/A	—	334,899	-334,899	-100%	$11.2M	—	—	—
Pacer Advisors, Inc.	N/A	—	288,615	-288,615	-100%	$9.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	288,047	-288,047	-100%	$9.7M	—	—	—
Invesco Ltd.	N/A	—	282,392	-282,392	-100%	$9.5M	—	—	—
UBS Group AG	N/A	—	232,984	-232,984	-100%	$7.8M	—	—	—
Nomura Holdings Inc	N/A	—	220,442	-220,442	-100%	$7.4M	—	—	—
Qube Research & Technologies Ltd	N/A	—	197,524	-197,524	-100%	$6.6M	—	—	—
Public Sector Pension Investment Board	N/A	—	189,318	-189,318	-100%	$6.4M	—	—	—
Bank of Montreal	N/A	—	186,387	-186,387	-100%	$6.3M	—	—	—
Edgestream Partners, L.P.	N/A	—	178,939	-178,939	-100%	$6.0M	—	—	—
Paradigm Capital Management Inc	N/A	—	160,600	-160,600	-100%	$5.4M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	154,150	-154,150	-100%	$5.2M	—	—	—
Nuveen, LLC	N/A	—	153,973	-153,973	-100%	$5.2M	—	—	—
Bank of Nova Scotia	N/A	—	145,258	-145,258	-100%	$4.9M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	127,664	-127,664	-100%	$4.3M	—	—	—
Ameriprise Financial Inc	N/A	—	126,834	-126,834	-100%	$4.3M	—	—	—
Prudential Financial Inc	N/A	—	124,120	-124,120	-100%	$4.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	113,584	-113,584	-100%	$3.8M	—	—	—
Point72 Asset Management, L.P.	N/A	—	113,291	-113,291	-100%	$3.8M	—	—	—
Mariner, LLC	N/A	—	112,543	-112,543	-100%	$3.8M	—	—	—
Rhumbline Advisers	N/A	—	109,931	-109,931	-100%	$3.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	108,951	-108,951	-100%	$3.7M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	103,620	-103,620	-100%	$3.5M	—	—	—
SEI Investments Co	N/A	—	102,100	-102,100	-100%	$3.4M	—	—	—
Legal & General Group Plc	N/A	—	96,017	-96,017	-100%	$3.2M	—	—	—
Bessemer Group Inc	N/A	—	93,750	-93,750	-100%	$3.1M	—	—	—
Capital Fund Management S.A.	N/A	—	90,841	-90,841	-100%	$3.1M	—	—	—
Swiss National Bank	N/A	—	84,100	-84,100	-100%	$2.8M	—	—	—
HSBC Holdings PLC	N/A	—	83,759	-83,759	-100%	$2.9M	—	—	—
Raymond James Financial Inc	N/A	—	75,901	-75,901	-100%	$2.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	69,711	-69,711	-100%	$2.3M	—	—	—
Quantinno Capital Management LP	N/A	—	68,952	-68,952	-100%	$2.3M	—	—	—
First Trust Advisors LP	N/A	—	64,719	-64,719	-100%	$2.2M	—	—	—
Choate Investment Advisors	N/A	—	61,948	-61,948	-100%	$2.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	58,222	-58,222	-100%	$2.0M	—	—	—
SG Americas Securities, LLC	N/A	—	56,604	-56,604	-100%	$1.9M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	56,200	-56,200	-100%	$1.9M	—	—	—
Engineers Gate Manager LP	N/A	—	54,940	-54,940	-100%	$1.8M	—	—	—
JPMorgan Chase & Co	N/A	—	54,912	-54,912	-100%	$1.9M	—	—	—
IEQ Capital, LLC	N/A	—	54,368	-54,368	-100%	$1.8M	—	—	—
Royce & Associates LP	N/A	—	52,109	-52,109	-100%	$1.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	49,767	-49,767	-100%	$1.7M	—	—	—
Acadian Asset Management LLC	N/A	—	48,595	-48,595	-100%	$1.6M	—	—	—
Alliancebernstein L.P.	N/A	—	47,943	-47,943	-100%	$1.2M	—	—	—
California State Teachers Retirement System	N/A	—	46,828	-46,828	-100%	$1.6M	—	—	—
Aquatic Capital Management LLC	N/A	—	45,191	-45,191	-100%	$1.5M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	40,623	-40,623	-100%	$1.4M	—	—	—
Cerity Partners LLC	N/A	—	37,629	-37,629	-100%	$1.3M	—	—	—
Marshall Wace, LLP	N/A	—	37,517	-37,517	-100%	$1.3M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	37,174	-37,174	-100%	$1.2M	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	36,055	-36,055	-100%	$1.2M	—	—	—
Franklin Resources Inc	N/A	—	35,884	-35,884	-100%	$1.2M	—	—	—
Gabelli Funds LLC	N/A	—	35,000	-35,000	-100%	$1.2M	—	—	—
Canada Life Assurance Co	N/A	—	34,434	-34,434	-100%	$1.2M	—	—	—
Gotham Asset Management, LLC	N/A	—	31,546	-31,546	-100%	$1.1M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	24,972	-24,972	-100%	$838.6K	—	—	—
Tidal Investments LLC	N/A	—	24,802	-24,802	-100%	$832.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	24,639	-24,639	-100%	$827.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	24,155	-24,155	-100%	$811.1K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	23,657	-23,657	-100%	$794.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	23,390	-23,390	-100%	$785.4K	—	—	—
Jennison Associates LLC	N/A	—	22,900	-22,900	-100%	$769.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	20,458	-20,458	-100%	$687.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	19,463	-19,463	-100%	$653.6K	—	—	—
Jupiter Topco LLC	N/A	—	19,257	-19,257	-100%	$647.9K	—	—	—
Intech Investment Management LLC	N/A	—	18,066	-18,066	-100%	$606.7K	—	—	—
Brown Advisory Inc	N/A	—	17,657	-17,657	-100%	$592.9K	—	—	—
Advisory Research Inc	N/A	—	16,981	-16,981	-100%	$570.2K	—	—	—
Natixis Advisors, LLC	N/A	—	15,354	-15,354	-100%	$515.0K	—	—	—
Allstate Corp	N/A	—	14,745	-14,745	-100%	$495.1K	—	—	—
Freestone Grove Partners LP	N/A	—	14,171	-14,171	-100%	$475.9K	—	—	—
MidFirst Bank	N/A	—	14,000	-14,000	-100%	$470.1K	—	—	—
New York State Common Retirement Fund	N/A	—	13,972	-13,972	-100%	$469.2K	—	—	—
Peak6 LLC	N/A	—	13,850	-13,850	-100%	$465.1K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	13,811	-13,811	-100%	$463.8K	—	—	—
Arax Advisory Partners	N/A	—	13,182	-13,182	-100%	$442.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	12,982	-12,982	-100%	$430.4K	—	—	—
CIBC World Market Inc.	N/A	—	12,830	-12,830	-100%	$430.8K	—	—	—
Globeflex Capital L P	N/A	—	12,655	-12,655	-100%	$425.0K	—	—	—
QRG Capital Management, Inc.	N/A	—	12,598	-12,598	-100%	$423.1K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	12,538	-12,538	-100%	$421.0K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	12,376	-12,376	-100%	$415.6K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	12,083	-12,083	-100%	$405.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	11,918	-11,918	-100%	$400.2K	—	—	—
Man Group plc	N/A	—	11,678	-11,678	-100%	$392.1K	—	—	—
Captrust Financial Advisors	N/A	—	11,342	-11,342	-100%	$380.9K	—	—	—
Teacher Retirement System of Texas	N/A	—	11,218	-11,218	-100%	$376.7K	—	—	—
Walleye Trading LLC	N/A	—	11,170	-11,170	-100%	$375.1K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	10,854	-10,854	-100%	$364.0K	—	—	—
Centiva Capital, LP	N/A	—	10,681	-10,681	-100%	$358.7K	—	—	—
XTX Topco Ltd	N/A	—	10,552	-10,552	-100%	$354.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	10,416	-10,416	-100%	$350.0K	—	—	—
Two Sigma Investments, LP	N/A	—	10,369	-10,369	-100%	$348.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	10,306	-10,306	-100%	$346.1K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	10,019	-10,019	-100%	$336.4K	—	—	—
Mirabella Financial Services LLP	N/A	—	9,689	-9,689	-100%	$325.4K	—	—	—
EntryPoint Capital, LLC	N/A	—	9,397	-9,397	-100%	$315.6K	—	—	—
Vinva Investment Management Ltd	N/A	—	8,591	-8,591	-100%	$422.5K	—	—	—
Voya Investment Management LLC	N/A	—	8,216	-8,216	-100%	$275.9K	—	—	—
Inspire Advisors, LLC	N/A	—	7,856	-7,856	-100%	$271.7K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	7,588	-7,588	-100%	$254.8K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	7,255	-7,255	-100%	$243.6K	—	—	—
Buckland Partners Management Co LLC	N/A	—	7,000	-7,000	-100%	$235.1K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	6,758	-6,758	-100%	$226.9K	—	—	—
Citadel Advisors LLC	N/A	—	6,685	-6,685	-100%	$224.5K	—	—	—
Focus Partners Wealth	N/A	—	6,484	-6,484	-100%	$217.7K	—	—	—
Lazard Asset Management LLC	N/A	—	6,462	-6,462	-100%	$217.0K	—	—	—
Harbour Wealth Management Group, Inc.	N/A	—	6,098	-6,098	-100%	$204.8K	—	—	—
National Bank of Canada	N/A	—	6,070	-6,070	-100%	$203.7K	—	—	—
CSS LLC	N/A	—	6,054	-6,054	-100%	$203.3K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,100	-5,100	-100%	$171.0K	—	—	—
Royal Bank of Canada	N/A	—	4,322	-4,322	-100%	$146.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,836	-3,836	-100%	$128.8K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	3,744	-3,744	-100%	$125.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,259	-3,259	-100%	$109.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,689	-1,689	-100%	$57.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,071	-1,071	-100%	$36.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,000	-1,000	-100%	$33.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	831	-831	-100%	$27.9K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	819	-819	-100%	$32.1K	—	—	—
LRI Investments, LLC	N/A	—	751	-751	-100%	$25.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	570	-570	-100%	$19.1K	—	—	—
Rothschild Investment LLC	N/A	—	569	-569	-100%	$19.1K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	483	-483	-100%	$16.2K	—	—	—
WealthCollab, LLC	N/A	—	445	-445	-100%	$14.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	420	-420	-100%	$14.1K	—	—	—
Group One Trading LLC	N/A	—	419	-419	-100%	$14.1K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	298	-298	-100%	$10.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	200	-200	-100%	$6.7K	—	—	—
Whittier Trust Co	N/A	—	189	-189	-100%	$7.3K	—	—	—
Picton Mahoney Asset Management	N/A	—	93	-93	-100%	$3.1K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	81	-81	-100%	$2.7K	—	—	—
Manning & Napier Advisors LLC	N/A	—	70	-70	-100%	$2.4K	—	—	—
GW&K Investment Management, LLC	N/A	—	54	-54	-100%	$2	—	—	—
Nova Wealth Management, Inc.	N/A	—	50	-50	-100%	$1.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	42	-42	-100%	$1.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	33	-33	-100%	$1.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	30	-30	-100%	$1.0K	—	—	—
Cornerstone Financial Management LLC	N/A	—	16	-16	-100%	$537	—	—	—
Harbour Investments, Inc.	N/A	—	9	-9	-100%	$315	—	—	—
JPL Wealth Management, LLC	N/A	—	9	-9	-100%	$303	—	—	—
Ankerstar Wealth, LLC	N/A	—	8	-8	-100%	$269	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3	-3	-100%	$101	—	—	—
Elequin Capital, LP	N/A	—	3	-3	-100%	$101	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	2	-2	-100%	$67	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	1	-1	-100%	$26	—	—	—

Showing 316 of 316 institutions