RLI Corp (RLI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Wasatch Advisors LP

INCREASED

Shares4,036,368 from 3,631,273

Change+405,095 (+11%)

Value$223.3M (+$8.8M)

Filed 2026-10-13

Geode Capital Management, LLC

INCREASED

Shares2,626,548 from 2,614,068

Change+12,480 (+0%)

Value$145.3M (-$9.1M)

Filed 2026-11-06

Markel Group Inc.

INCREASED

Shares2,421,922 from 2,394,544

Change+27,378 (+1%)

Value$134.0M (-$7.5M)

Filed 2026-10-30

Dimensional Fund Advisors LP

INCREASED

Shares1,936,606 from 1,847,207

Change+89,399 (+5%)

Value$107.1M (-$2.0M)

Filed 2026-11-04

Van Berkom & Associates Inc.

DECREASED

Shares1,145,961 from 1,420,403

Change-274,442 (-19%)

Value$63.4K (-$83.8M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares761,243 from 793,218

Change-31,975 (-4%)

Value$42.1M (-$4.8M)

Filed 2026-11-05

ProShare Advisors LLC

INCREASED

Shares463,383 from 454,459

Change+8,924 (+2%)

Value$25.6M (-$1.2M)

Filed 2026-10-29

Confluence Investment Management LLC

DECREASED

Shares317,546 from 360,253

Change-42,707 (-12%)

Value$17.6M (-$3.7M)

Filed 2026-10-01

Nepsis Inc.

INCREASED

Shares284,106 from 282,589

Change+1,517 (+1%)

Value$15.7M (-$978.6K)

Filed 2026-10-13

Principal Financial Group Inc

DECREASED

Shares278,878 from 309,901

Change-31,023 (-10%)

Value$15.4M (-$2.9M)

Filed 2026-11-02

Vaughan David Investments LLC

INCREASED

Shares269,805 from 269,635

Change+170 (+0%)

Value$14.9K (-$15.9M)

Filed 2026-11-05

PhiloSmith Capital Corp

INCREASED

Shares268,992 from 218,992

Change+50,000 (+23%)

Value$14.9M (+$1.9M)

Filed 2026-10-23

Eulav Asset Management

UNCHANGED

Shares223,000 from 223,000

Change0 (0%)

Value$12.3M (-$838.5K)

Filed 2026-10-23

Barclays PLC

INCREASED

Shares197,357 from 69,195

Change+128,162 (+185%)

Value$10.9M (+$6.8M)

Filed 2026-11-06

Mutual of America Capital Management LLC

DECREASED

Shares188,824 from 190,050

Change-1,226 (-1%)

Value$10.4M (-$782.4K)

Filed 2026-10-23

Schwartz Investment Counsel Inc

NEW

Shares173,440

Change+173,440

Value$9.6M

Filed 2026-10-26

Retirement Systems of Alabama

DECREASED

Shares147,159 from 147,589

Change-430 (0%)

Value$8.1M (-$578.7K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares140,229 from 117,938

Change+22,291 (+19%)

Value$7.8M (+$789.5K)

Filed 2026-11-02

Alps Advisors Inc

INCREASED

Shares126,538 from 120,786

Change+5,752 (+5%)

Value$7.0M (-$136.0K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares123,671 from 113,648

Change+10,023 (+9%)

Value$6.8M (+$127.0K)

Filed 2026-11-06

Prospera Financial Services Inc

DECREASED

Shares118,363 from 120,932

Change-2,569 (-2%)

Value$7.7M (+$577.3K)

Filed 2026-11-04

New York State Teachers Retirement System

UNCHANGED

Shares111,766 from 111,766

Change0 (0%)

Value$6.2K (-$6.6M)

Filed 2026-10-22

Citigroup Inc

INCREASED

Shares104,716 from 35,595

Change+69,121 (+194%)

Value$5.8M (+$3.7M)

Filed 2026-11-04

VestGen Advisors, LLC

DECREASED

Shares85,808 from 86,120

Change-312 (0%)

Value$4.7M (-$341.1K)

Filed 2026-10-27

Strs Ohio

INCREASED

Shares82,206 from 1,726

Change+80,480 (+4663%)

Value$4.5M (+$4.4M)

Filed 2026-10-30

Regions Financial Corp

DECREASED

Shares75,759 from 76,990

Change-1,231 (-2%)

Value$4.2M (-$357.6K)

Filed 2026-11-05

B. Metzler seel. Sohn & Co. AG

INCREASED

Shares75,311 from 65,363

Change+9,948 (+15%)

Value$4.2M (+$304.5K)

Filed 2026-10-30

Isthmus Partners, LLC

DECREASED

Shares65,169 from 65,211

Change-42 (0%)

Value$3.6M (-$247.5K)

Filed 2026-10-21

Nisa Investment Advisors, LLC

DECREASED

Shares60,313 from 62,064

Change-1,751 (-3%)

Value$3.3M (-$330.2K)

Filed 2026-10-20

Oppenheimer Asset Management Inc.

INCREASED

Shares52,400 from 44,084

Change+8,316 (+19%)

Value$2.9M (+$294.2K)

Filed 2026-10-27

Wedmont Private Capital

DECREASED

Shares50,656 from 59,916

Change-9,260 (-15%)

Value$2.9M (-$782.0K)

Filed 2026-10-09

Oak Thistle LLC

NEW

Shares47,584

Change+47,584

Value$2.6M

Filed 2026-10-21

AGF Management LTD

DECREASED

Shares43,004 from 56,774

Change-13,770 (-24%)

Value$2.4M (-$975.1K)

Filed 2026-11-03

Amalgamated Bank

INCREASED

Shares40,987 from 40,710

Change+277 (+1%)

Value$2.3K (-$2.4M)

Filed 2026-10-23

Thrivent Financial for Lutherans

DECREASED

Shares40,316 from 45,038

Change-4,722 (-10%)

Value$2.2K (-$2.7M)

Filed 2026-11-05

Atria Investments, Inc

INCREASED

Shares38,308 from 18,393

Change+19,915 (+108%)

Value$2.1M (+$1.0M)

Filed 2026-10-15

Savant Capital, LLC

INCREASED

Shares36,362 from 22,741

Change+13,621 (+60%)

Value$2.0M (+$673.4K)

Filed 2026-11-06

Fifth Third Bancorp

DECREASED

Shares36,325 from 39,223

Change-2,898 (-7%)

Value$2.0M (-$307.8K)

Filed 2026-11-05

Hingham Institution for Savings

UNCHANGED

Shares35,000 from 35,000

Change0 (0%)

Value$1.9M (-$131.6K)

Filed 2026-10-20

State of New Jersey Common Pension Fund D

DECREASED

Shares32,982 from 34,941

Change-1,959 (-6%)

Value$1.8M (-$239.7K)

Filed 2026-11-05

Chatham Capital Group, Inc.

INCREASED

Shares29,543 from 25,543

Change+4,000 (+16%)

Value$1.6M (+$125.2K)

Filed 2026-10-16

Benedict Financial Advisors Inc

DECREASED

Shares28,630 from 29,180

Change-550 (-2%)

Value$1.6M (-$140.1K)

Filed 2026-10-07

Illinois Municipal Retirement Fund

INCREASED

Shares28,166 from 15,489

Change+12,677 (+82%)

Value$1.6M (+$642.9K)

Filed 2026-11-05

Louisiana State Employees Retirement System

INCREASED

Shares27,300 from 26,900

Change+400 (+1%)

Value$1.5M (-$79.0K)

Filed 2026-10-20

Achmea Investment Management B.V.

NEW

Shares26,148

Change+26,148

Value$1.4M

Filed 2026-10-30

Davenport & Co LLC

DECREASED

Shares24,725 from 25,804

Change-1,079 (-4%)

Value$1.4M (-$156.7K)

Filed 2026-10-14

Yousif Capital Management, LLC

DECREASED

Shares24,213 from 25,874

Change-1,661 (-6%)

Value$1.3M (-$189.2K)

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares23,956 from 23,465

Change+491 (+2%)

Value$1.3M (-$61.1K)

Filed 2026-11-03

Deutsche Bank Ag\

INCREASED

Shares23,627 from 19,216

Change+4,411 (+23%)

Value$1.3M (+$171.7K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares22,273 from 24,449

Change-2,176 (-9%)

Value$1.2M (-$212.3K)

Filed 2026-11-02

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares21,906 from 22,010

Change-104 (0%)

Value$1.2M (-$88.5K)

Filed 2026-11-03

State of Michigan Retirement System

UNCHANGED

Shares21,532 from 21,532

Change0 (0%)

Value$1.2M (-$81.0K)

Filed 2026-10-27

Y-Intercept (Hong Kong) Ltd

NEW

Shares20,238

Change+20,238

Value$1.1M

Filed 2026-10-16

Oregon Public Employees Retirement Fund

UNCHANGED

Shares18,972 from 18,972

Change0 (0%)

Value$1.0M (-$71.3K)

Filed 2026-10-30

Norden Group LLC

DECREASED

Shares18,922 from 19,043

Change-121 (-1%)

Value$1.0M (-$78.2K)

Filed 2026-10-20

Quadrant Capital Group LLC

DECREASED

Shares17,184 from 17,226

Change-42 (0%)

Value$981.2K (-$36.3K)

Filed 2026-10-20

Vise Technologies, Inc.

DECREASED

Shares16,894 from 17,582

Change-688 (-4%)

Value$934.4K (-$104.2K)

Filed 2026-10-29

New Mexico Educational Retirement Board

UNCHANGED

Shares16,600 from 16,600

Change0 (0%)

Value$918 (-$980.1K)

Filed 2026-11-05

Lido Advisors, LLC

INCREASED

Shares15,941 from 11,897

Change+4,044 (+34%)

Value$881.8K (+$179.0K)

Filed 2026-11-04

Wedbush Securities Inc

DECREASED

Shares15,932 from 16,612

Change-680 (-4%)

Value$881 (-$980.1K)

Filed 2026-10-22

Russell Investments Group, Ltd.

INCREASED

Shares15,396 from 15,250

Change+146 (+1%)

Value$851.6K (-$49.3K)

Filed 2026-11-06

Diversified Trust Co

INCREASED

Shares15,061 from 13,982

Change+1,079 (+8%)

Value$833.0K (+$7.1K)

Filed 2026-11-06

Exchange Traded Concepts, LLC

INCREASED

Shares13,715 from 13,101

Change+614 (+5%)

Value$758.6K (-$15.3K)

Filed 2026-10-28

Inspire Investing, LLC

DECREASED

Shares13,696 from 13,735

Change-39 (0%)

Value$757.5K (-$53.8K)

Filed 2026-10-22

Perigon Wealth Management, LLC

DECREASED

Shares13,223 from 13,244

Change-21 (0%)

Value$731.4K (-$51.0K)

Filed 2026-10-22

Pictet Asset Management Holding SA

DECREASED

Shares13,209 from 13,754

Change-545 (-4%)

Value$730.6K (-$81.9K)

Filed 2026-11-03

Simplicity Wealth,LLC

DECREASED

Shares13,199 from 13,447

Change-248 (-2%)

Value$730.0K (-$64.3K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares13,145 from 4,371

Change+8,774 (+201%)

Value$727 (-$257.3K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares12,778 from 11,647

Change+1,131 (+10%)

Value$719.4K (+$13.0K)

Filed 2026-10-13

Redmond Asset Management, LLC

DECREASED

Shares11,515 from 39,393

Change-27,878 (-71%)

Value$636.9K (-$1.7M)

Filed 2026-10-27

Apollon Wealth Management, LLC

DECREASED

Shares10,977 from 11,259

Change-282 (-2%)

Value$607.2K (-$57.9K)

Filed 2026-10-23

Larson Financial Group LLC

DECREASED

Shares10,631 from 10,957

Change-326 (-3%)

Value$588.0K (-$59.2K)

Filed 2026-11-05

Counterpoint Mutual Funds LLC

NEW

Shares10,397

Change+10,397

Value$575.1K

Filed 2026-10-16

Xponance LLC

DECREASED

Shares10,017 from 10,378

Change-361 (-3%)

Value$554.0K (-$59.0K)

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares9,865 from 5,534

Change+4,331 (+78%)

Value$545.6K (+$218.7K)

Filed 2026-10-08

Impact Capital Partners LLC

INCREASED

Shares9,421 from 7,505

Change+1,916 (+26%)

Value$521.1K (+$77.8K)

Filed 2026-10-22

Daiwa Securities Group Inc.

INCREASED

Shares9,069 from 8,874

Change+195 (+2%)

Value$501.6K (-$22.6K)

Filed 2026-10-29

State of Alaska, Department of Revenue

DECREASED

Shares8,698 from 9,009

Change-311 (-3%)

Value$481 (-$531.5K)

Filed 2026-10-15

State of Wyoming

DECREASED

Shares8,531 from 11,086

Change-2,555 (-23%)

Value$471.9K (-$183.0K)

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares7,596 from 7,496

Change+100 (+1%)

Value$420.1K (-$22.6K)

Filed 2026-11-06

Merit Financial Group, LLC

INCREASED

Shares7,381 from 6,641

Change+740 (+11%)

Value$408.2K (+$16.0K)

Filed 2026-11-06

Crossmark Global Holdings, Inc.

DECREASED

Shares7,347 from 7,448

Change-101 (-1%)

Value$406.4K (-$33.6K)

Filed 2026-10-21

Curated Wealth Partners LLC

DECREASED

Shares7,307 from 10,441

Change-3,134 (-30%)

Value$404.2K (-$212.6K)

Filed 2026-10-15

Archer Investment Management, LLC

NEW

Shares7,100

Change+7,100

Value$392.7K

Filed 2026-10-13

HB Wealth Management, LLC

INCREASED

Shares7,082 from 6,244

Change+838 (+13%)

Value$391.7K (+$22.9K)

Filed 2026-10-23

D.A. Davidson & Co.

INCREASED

Shares7,071 from 7,040

Change+31 (+0%)

Value$391.1K (-$24.8K)

Filed 2026-10-28

Securian Asset Management, Inc

UNCHANGED

Shares6,769 from 6,769

Change0 (0%)

Value$374.4K (-$42.4K)

Filed 2026-11-06

Yorktown Management & Research Co Inc

NEW

Shares6,650

Change+6,650

Value$367.8K

Filed 2026-10-28

MAD River Investors

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$331.9K (-$22.6K)

Filed 2026-10-27

Evergreen Capital Management LLC

DECREASED

Shares5,822 from 5,864

Change-42 (-1%)

Value$322.0K (-$24.4K)

Filed 2026-10-23

Ascent Group, LLC

DECREASED

Shares5,668 from 5,745

Change-77 (-1%)

Value$313.5K (-$25.9K)

Filed 2026-10-30

Fifth Third Wealth Advisors LLC

INCREASED

Shares5,667 from 4,865

Change+802 (+16%)

Value$313.4K (+$26.1K)

Filed 2026-10-22

Virginia Retirement Systems ET Al

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$304.2K (-$20.7K)

Filed 2026-10-28

Maryland State Retirement & Pension System

INCREASED

Shares5,486 from 3,872

Change+1,614 (+42%)

Value$303.4K (+$74.7K)

Filed 2026-11-05

MQS Management LLC

NEW

Shares5,478

Change+5,478

Value$303.0K

Filed 2026-11-06

Swiss Life Asset Management Ltd

INCREASED

Shares5,446 from 5,329

Change+117 (+2%)

Value$301.2K (-$13.6K)

Filed 2026-11-03

Tuttle Capital Management, LLC

NEW

Shares5,430

Change+5,430

Value$300.3K

Filed 2026-10-21

Walled Lake Planning & Wealth Management, LLC

DECREASED

Shares5,315 from 6,002

Change-687 (-11%)

Value$294.0K (-$60.6K)

Filed 2026-10-29

Everhart Financial Group, Inc.

NEW

Shares5,187

Change+5,187

Value$286.9K

Filed 2026-10-08

AlphaCore Capital LLC

NEW

Shares5,098

Change+5,098

Value$282.0K

Filed 2026-11-04

Allworth Financial LP

INCREASED

Shares4,875 from 4,831

Change+44 (+1%)

Value$288.0K (+$2.6K)

Filed 2026-11-06

Old National Bancorp

UNCHANGED

Shares4,715 from 4,715

Change0 (0%)

Value$260.8K (-$17.7K)

Filed 2026-10-20

Facet Wealth, Inc.

NEW

Shares4,666

Change+4,666

Value$258.1K

Filed 2026-11-04

Associated Banc-Corp

INCREASED

Shares4,629 from 4,173

Change+456 (+11%)

Value$256.0K (+$9.5K)

Filed 2026-10-30

Allen Capital Group, LLC

DECREASED

Shares4,474 from 4,534

Change-60 (-1%)

Value$247.5K (-$20.4K)

Filed 2026-10-27

US Bancorp \de\

DECREASED

Shares4,449 from 4,582

Change-133 (-3%)

Value$246.1K (-$24.6K)

Filed 2026-11-05

Somerset Trust Co

DECREASED

Shares4,433 from 4,476

Change-43 (-1%)

Value$245.2K (-$19.2K)

Filed 2026-10-13

South Shore Capital Advisors

UNCHANGED

Shares4,290 from 4,290

Change0 (0%)

Value$237.3K (-$16.1K)

Filed 2026-10-20

Truist Financial Corp

DECREASED

Shares4,286 from 4,411

Change-125 (-3%)

Value$237.0K (-$23.5K)

Filed 2026-10-30

Busey Bank

UNCHANGED

Shares4,100 from 4,100

Change0 (0%)

Value$226.8K (-$15.4K)

Filed 2026-10-26

Brighton Securities Corp.

DECREASED

Shares4,044 from 4,076

Change-32 (-1%)

Value$223.7K (-$17.1K)

Filed 2026-10-08

Argos Wealth Advisors, LLC

INCREASED

Shares4,037 from 3,977

Change+60 (+2%)

Value$223.3K (-$12.2K)

Filed 2026-11-02

Amundi

NEW

Shares3,984

Change+3,984

Value$220.4K

Filed 2026-11-06

Keybank National Association

INCREASED

Shares3,876 from 3,655

Change+221 (+6%)

Value$214.4K (-$1.5K)

Filed 2026-11-04

SFE Investment Counsel

NEW

Shares3,820

Change+3,820

Value$211.3K

Filed 2026-10-29

Krilogy Financial LLC

DECREASED

Shares3,727 from 5,160

Change-1,433 (-28%)

Value$211.1K (-$93.7K)

Filed 2026-10-13

Signaturefd, LLC

INCREASED

Shares3,723 from 3,390

Change+333 (+10%)

Value$205.9K (+$5.7K)

Filed 2026-10-23

Choreo, LLC

DECREASED

Shares3,708 from 4,597

Change-889 (-19%)

Value$205.1K (-$66.4K)

Filed 2026-10-28

Caitong International Asset Management Co., Ltd

INCREASED

Shares3,418 from 179

Change+3,239 (+1810%)

Value$189.1K (+$178.5K)

Filed 2026-10-29

Nykredit A/S

UNCHANGED

Shares3,022 from 3,022

Change0 (0%)

Value$167.1K (-$11.4K)

Filed 2026-11-06

KBC Group NV

INCREASED

Shares2,701 from 2,308

Change+393 (+17%)

Value$149 (-$135.9K)

Filed 2026-10-22

Parkside Financial Bank & Trust

DECREASED

Shares2,692 from 3,213

Change-521 (-16%)

Value$148.9K (-$40.9K)

Filed 2026-10-27

Sterling Capital Management LLC

DECREASED

Shares2,371 from 2,462

Change-91 (-4%)

Value$131.1K (-$14.3K)

Filed 2026-10-22

Private Trust Co NA

UNCHANGED

Shares2,200 from 2,200

Change0 (0%)

Value$121.7K (-$8.3K)

Filed 2026-10-20

Evolution Wealth Management Inc.

UNCHANGED

Shares1,762 from 1,762

Change0 (0%)

Value$97.5K (-$6.6K)

Filed 2026-10-28

Country Trust Bank

UNCHANGED

Shares1,600 from 1,600

Change0 (0%)

Value$88.5K (-$6.0K)

Filed 2026-10-30

Parallel Advisors, LLC

INCREASED

Shares1,537 from 829

Change+708 (+85%)

Value$85.0K (+$36.0K)

Filed 2026-11-03

First Community Trust NA

UNCHANGED

Shares1,400 from 1,400

Change0 (0%)

Value$77.4K (-$5.3K)

Filed 2026-10-07

EverSource Wealth Advisors, LLC

INCREASED

Shares1,287 from 961

Change+326 (+34%)

Value$71.2K (+$14.4K)

Filed 2026-11-04

Heritage Family Offices, LLP

NEW

Shares1,072

Change+1,072

Value$59.3K

Filed 2026-11-02

Covestor Ltd

DECREASED

Shares883 from 1,385

Change-502 (-36%)

Value$49 (-$82.0K)

Filed 2026-10-30

Assetmark, Inc

INCREASED

Shares845 from 660

Change+185 (+28%)

Value$46.7K (+$7.8K)

Filed 2026-10-21

Versant Capital Management, Inc

UNCHANGED

Shares835 from 835

Change0 (0%)

Value$46.2K (-$3.1K)

Filed 2026-10-02

IFP Advisors, Inc

DECREASED

Shares720 from 820

Change-100 (-12%)

Value$39.8K (-$8.6K)

Filed 2026-10-16

Mather Group, Llc.

UNCHANGED

Shares706 from 706

Change0 (0%)

Value$39.0K (-$2.7K)

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares629 from 388

Change+241 (+62%)

Value$34.8K (+$11.9K)

Filed 2026-10-08

SBI Securities Co., Ltd.

INCREASED

Shares505 from 492

Change+13 (+3%)

Value$27.9K (-$1.1K)

Filed 2026-10-22

Compass Wealth Management LLC

NEW

Shares480

Change+480

Value$26.5K

Filed 2026-10-22

Essential Partners LLC

UNCHANGED

Shares467 from 467

Change0 (0%)

Value$25.8K (-$1.8K)

Filed 2026-10-14

Silver Grove Financial Group, Inc.

INCREASED

Shares442 from 437

Change+5 (+1%)

Value$24.4K (-$1.4K)

Filed 2026-11-05

True Wealth Design, LLC

UNCHANGED

Shares427 from 427

Change0 (0%)

Value$23.6K (-$1.6K)

Filed 2026-10-13

Ascentis Independent Advisors

NEW

Shares406

Change+406

Value$22.5K

Filed 2026-11-03

Golden State Wealth Management, LLC

INCREASED

Shares401 from 400

Change+1 (+0%)

Value$22.2K (-$1.4K)

Filed 2026-11-02

Chung Wu Investment Group, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$22.1K (-$1.5K)

Filed 2026-11-03

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares396 from 396

Change0 (0%)

Value$21.9K (-$1.5K)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares379 from 374

Change+5 (+1%)

Value$21.0K (-$1.1K)

Filed 2026-10-26

UMB Bank, n.a.

INCREASED

Shares288 from 272

Change+16 (+6%)

Value$15.9K (-$138)

Filed 2026-11-06

CX Institutional

DECREASED

Shares281 from 290

Change-9 (-3%)

Value$16 (-$1)

Filed 2026-10-02

Physician Wealth Advisors, Inc.

UNCHANGED

Shares279 from 279

Change0 (0%)

Value$15.4K (-$1.0K)

Filed 2026-10-20

Capital Advisors, Ltd. LLC

UNCHANGED

Shares266 from 266

Change0 (0%)

Value$15 (-$1)

Filed 2026-10-27

Creative Financial Designs Inc

UNCHANGED

Shares265 from 265

Change0 (0%)

Value$14.6K (-$982)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares246

Change+246

Value$13.6K

Filed 2026-10-21

James T. Borello RIA

DECREASED

Shares241 from 246

Change-5 (-2%)

Value$13.3K (-$1.2K)

Filed 2026-10-16

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares235 from 272

Change-37 (-14%)

Value$13.0K (-$3.1K)

Filed 2026-10-05

Owl Creek Wealth Partners LLC

UNCHANGED

Shares235 from 235

Change0 (0%)

Value$13.0K (-$884)

Filed 2026-10-20

Clearstead Advisors, LLC

INCREASED

Shares229 from 119

Change+110 (+92%)

Value$12.6K (+$5.6K)

Filed 2026-11-06

Proathlete Wealth Management LLC

NEW

Shares179

Change+179

Value$9.9K

Filed 2026-10-15

Financial Network Wealth Advisors LLC

UNCHANGED

Shares172 from 172

Change0 (0%)

Value$9.5K (-$618)

Filed 2026-10-28

Zions Bancorporation, National Association

UNCHANGED

Shares151 from 151

Change0 (0%)

Value$8.4K (-$568)

Filed 2026-11-06

Elevation Wealth Partners, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$8.3K (-$564)

Filed 2026-10-07

Eurizon Capital SGR S.p.A.

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$8.0K (-$265)

Filed 2026-11-06

Provenance Wealth Advisors, LLC

NEW

Shares137

Change+137

Value$7.6K

Filed 2026-10-30

SRH Advisors, LLC

UNCHANGED

Shares132 from 132

Change0 (0%)

Value$7.3K (-$496)

Filed 2026-10-22

Mcdonald Partners LLC

UNCHANGED

Shares124 from 124

Change0 (0%)

Value$6.9K (-$467)

Filed 2026-11-03

City State Bank

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$6.6K (-$451)

Filed 2026-10-20

Fortitude Family Office, LLC

INCREASED

Shares100 from 76

Change+24 (+32%)

Value$5.5K (+$1.0K)

Filed 2026-10-14

Oakworth Capital, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.5K (-$376)

Filed 2026-10-26

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares99 from 83

Change+16 (+19%)

Value$5.5K (+$573)

Filed 2026-10-27

Bare Financial Services, Inc

INCREASED

Shares94 from 87

Change+7 (+8%)

Value$5.2K (+$60)

Filed 2026-11-04

Farmers & Merchants Investments Inc

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$4.2K (-$285)

Filed 2026-10-22

GK Wealth Management LLC

NEW

Shares74

Change+74

Value$4.1K

Filed 2026-10-09

Clearstead Trust, LLC

INCREASED

Shares73 from 7

Change+66 (+943%)

Value$4.0K (+$3.6K)

Filed 2026-11-06

CoreCap Advisors, LLC

DECREASED

Shares67 from 90

Change-23 (-26%)

Value$3.7K (-$1.6K)

Filed 2026-10-08

Entrust Financial LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$3.3K (-$226)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$3.3K (-$227)

Filed 2026-11-04

North Star Investment Management Corp.

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$2.9K (-$200)

Filed 2026-10-27

WPG Advisers, LLC

INCREASED

Shares48 from 31

Change+17 (+55%)

Value$2.7K (+$824)

Filed 2026-10-27

TD Private Client Wealth LLC

DECREASED

Shares44 from 49

Change-5 (-10%)

Value$2.4K (-$460)

Filed 2026-10-28

Elyxium Wealth, LLC

NEW

Shares42

Change+42

Value$2.3K

Filed 2026-10-27

Jacobi Capital Management LLC

NEW

Shares40

Change+40

Value$2.2K

Filed 2026-11-05

Avion Wealth

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$1 (-$1)

Filed 2026-11-04

Creative Capital Management Investments LLC

INCREASED

Shares35 from 12

Change+23 (+192%)

Value$1.9K (+$1.2K)

Filed 2026-10-28

JFS Wealth Advisors, LLC

INCREASED

Shares34 from 28

Change+6 (+21%)

Value$1.9K (+$227)

Filed 2026-11-03

MV Capital Management, Inc.

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$1.8K (-$124)

Filed 2026-10-29

Hughes Financial Services, LLC

INCREASED

Shares31 from 6

Change+25 (+417%)

Value$2.0K (+$1.6K)

Filed 2026-10-30

UMB Private Wealth Management, LLC

NEW

Shares27

Change+27

Value$1.5K

Filed 2026-10-19

Ascentis Wealth Management, LLC

NEW

Shares20

Change+20

Value$1.1K

Filed 2026-11-03

Bay Harbor Wealth Management, LLC

INCREASED

Shares18 from 14

Change+4 (+29%)

Value$996 (+$169)

Filed 2026-11-03

Retirement Wealth Solutions LLC

DECREASED

Shares16 from 21

Change-5 (-24%)

Value$885 (-$356)

Filed 2026-10-07

Financial Management Professionals, Inc.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$774 (-$53)

Filed 2026-10-23

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$664 (-$45)

Filed 2026-10-16

Quaker Wealth Management, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$664 (-$45)

Filed 2026-10-22

Fairway Wealth LLC

NEW

Shares11

Change+11

Value$608

Filed 2026-10-30

Valley National Advisers Inc

NEW

Shares11

Change+11

Value$609

Filed 2026-10-23

Signature Equity Partners, LLC

INCREASED

Shares11 from 10

Change+1 (+10%)

Value$608 (+$17)

Filed 2026-10-29

First Horizon Corp

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$553 (-$38)

Filed 2026-10-26

First Command Advisory Services, Inc.

NEW

Shares9

Change+9

Value$498

Filed 2026-11-05

Planning Strategies Inc.

INCREASED

Shares9 from 6

Change+3 (+50%)

Value$498 (+$144)

Filed 2026-10-02

Cromwell Holdings LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$498 (-$34)

Filed 2026-10-28

Rossby Financial, LCC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$332 (-$22)

Filed 2026-11-05

Financial Consulate, Inc

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$277 (-$19)

Filed 2026-10-23

Pension & Wealth Management Advisors, Inc.

NEW

Shares4

Change+4

Value$221

Filed 2026-10-16

DecisionPoint Financial, LLC

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$225 (+$103)

Filed 2026-10-27

Manchester Capital Management LLC

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$222 (+$103)

Filed 2026-10-22

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$56 (-$4)

Filed 2026-10-15

Wesbanco Bank Inc

CLOSED

Shares0 from 10,209

Change-10,209 (-100%)

Value$0 (-$603.0K)

Filed 2026-11-04

MGO One Seven LLC

CLOSED

Shares0 from 4,308

Change-4,308 (-100%)

Value$0 (-$254.5K)

Filed 2026-10-28

Tannin Capital LLC

CLOSED

Shares0 from 4,064

Change-4,064 (-100%)

Value$0 (-$240.1K)

Filed 2026-11-05

SmartHarvest Portfolios, LLC

CLOSED

Shares0 from 3,773

Change-3,773 (-100%)

Value$0 (-$222.9K)

Filed 2026-10-26

Signal Advisors Wealth, LLC

CLOSED

Shares0 from 3,473

Change-3,473 (-100%)

Value$0 (-$205.2K)

Filed 2026-10-13

Brookstone Capital Management

CLOSED

Shares0 from 3,452

Change-3,452 (-100%)

Value$0 (-$203.9K)

Filed 2026-10-22

Bayforest Capital Ltd

CLOSED

Shares0 from 2,212

Change-2,212 (-100%)

Value$0 (-$130.7K)

Filed 2026-11-03

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,042

Change-1,042 (-100%)

Value$0 (-$61.6K)

Filed 2026-11-06

Blue Trust, Inc.

CLOSED

Shares0 from 789

Change-789 (-100%)

Value$0 (-$46.6K)

Filed 2026-10-15

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 168

Change-168 (-100%)

Value$0 (-$9.9K)

Filed 2026-10-14

Cornerstone Planning Group LLC

CLOSED

Shares0 from 38

Change-38 (-100%)

Value$0 (-$2.2K)

Filed 2026-10-16

Fulcrum Asset Management LLP

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$2.0K)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-11-04

Activest Wealth Management

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$118)

Filed 2026-10-15

State Street Corp

N/A

Shares— from 8,943,750

Change-8,943,750 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 8,332,056

Change-8,332,056 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 6,737,775

Change-6,737,775 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,750,995

Change-4,750,995 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 4,137,133

Change-4,137,133 (-100%)

Value—

Ariel Investments, LLC

N/A

Shares— from 2,519,527

Change-2,519,527 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 2,358,611

Change-2,358,611 (-100%)

Value—

Maren Capital LLC

N/A

Shares— from 1,817,370

Change-1,817,370 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,562,840

Change-1,562,840 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,462,109

Change-1,462,109 (-100%)

Value—

Port Capital LLC

N/A

Shares— from 1,345,839

Change-1,345,839 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,165,897

Change-1,165,897 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 1,134,387

Change-1,134,387 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,079,682

Change-1,079,682 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 998,267

Change-998,267 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 916,838

Change-916,838 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 905,105

Change-905,105 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 885,547

Change-885,547 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 848,126

Change-848,126 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 841,445

Change-841,445 (-100%)

Value—

Polar Capital Holdings Plc

N/A

Shares— from 837,500

Change-837,500 (-100%)

Value—

Norges Bank

N/A

Shares— from 827,253

Change-827,253 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 776,595

Change-776,595 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 709,876

Change-709,876 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 705,393

Change-705,393 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 701,340

Change-701,340 (-100%)

Value—

Global Alpha Capital Management Ltd.

N/A

Shares— from 700,675

Change-700,675 (-100%)

Value—

UBS Group AG

N/A

Shares— from 698,653

Change-698,653 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 634,602

Change-634,602 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 606,591

Change-606,591 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 582,998

Change-582,998 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 537,759

Change-537,759 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 453,929

Change-453,929 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 432,621

Change-432,621 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 394,837

Change-394,837 (-100%)

Value—

Champlain Investment Partners, LLC

N/A

Shares— from 391,712

Change-391,712 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 366,239

Change-366,239 (-100%)

Value—

Snyder Capital Management L P

N/A

Shares— from 346,139

Change-346,139 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 314,769

Change-314,769 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 267,773

Change-267,773 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 248,482

Change-248,482 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 234,195

Change-234,195 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 231,092

Change-231,092 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 228,443

Change-228,443 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 216,603

Change-216,603 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 173,192

Change-173,192 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 170,600

Change-170,600 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 165,631

Change-165,631 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 163,560

Change-163,560 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 142,862

Change-142,862 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 131,446

Change-131,446 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 130,981

Change-130,981 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 119,437

Change-119,437 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 113,308

Change-113,308 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 110,817

Change-110,817 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 110,579

Change-110,579 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 110,304

Change-110,304 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 97,598

Change-97,598 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 97,502

Change-97,502 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 95,925

Change-95,925 (-100%)

Value—

Ilex Capital Partners (UK) LLP

N/A

Shares— from 94,201

Change-94,201 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 92,734

Change-92,734 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 80,856

Change-80,856 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 80,763

Change-80,763 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 77,071

Change-77,071 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 72,849

Change-72,849 (-100%)

Value—

St. Nicholas Private Asset Management, Inc

N/A

Shares— from 70,089

Change-70,089 (-100%)

Value—

Karani Asset Management LLC

N/A

Shares— from 68,106

Change-68,106 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 66,968

Change-66,968 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 64,524

Change-64,524 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 63,185

Change-63,185 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 63,054

Change-63,054 (-100%)

Value—

Allstate Corp

N/A

Shares— from 59,966

Change-59,966 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 53,993

Change-53,993 (-100%)

Value—

Man Group plc

N/A

Shares— from 52,569

Change-52,569 (-100%)

Value—

&partners

N/A

Shares— from 50,858

Change-50,858 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 49,252

Change-49,252 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 45,528

Change-45,528 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 44,099

Change-44,099 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 40,933

Change-40,933 (-100%)

Value—

Bruce & Co., Inc.

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 39,297

Change-39,297 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 38,060

Change-38,060 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 37,891

Change-37,891 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 37,487

Change-37,487 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 36,478

Change-36,478 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 36,261

Change-36,261 (-100%)

Value—

Chase Investment Counsel Corp

N/A

Shares— from 36,000

Change-36,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 35,990

Change-35,990 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 35,926

Change-35,926 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 35,577

Change-35,577 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 35,100

Change-35,100 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 34,863

Change-34,863 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 32,466

Change-32,466 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 30,552

Change-30,552 (-100%)

Value—

FMR LLC

N/A

Shares— from 28,432

Change-28,432 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 27,802

Change-27,802 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 27,799

Change-27,799 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 25,935

Change-25,935 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 25,725

Change-25,725 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 25,295

Change-25,295 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 24,939

Change-24,939 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 24,472

Change-24,472 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 24,445

Change-24,445 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 24,361

Change-24,361 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 23,857

Change-23,857 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 23,810

Change-23,810 (-100%)

Value—

DC Investments Management, LLC

N/A

Shares— from 22,978

Change-22,978 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 22,688

Change-22,688 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 22,577

Change-22,577 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 22,114

Change-22,114 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 21,426

Change-21,426 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 21,029

Change-21,029 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 20,681

Change-20,681 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 20,299

Change-20,299 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 20,100

Change-20,100 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 19,532

Change-19,532 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 19,272

Change-19,272 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 19,086

Change-19,086 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 18,117

Change-18,117 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 18,027

Change-18,027 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 17,828

Change-17,828 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 17,407

Change-17,407 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,221

Change-17,221 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 16,919

Change-16,919 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 16,641

Change-16,641 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 16,594

Change-16,594 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 16,033

Change-16,033 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 14,640

Change-14,640 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 14,551

Change-14,551 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 14,204

Change-14,204 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 13,208

Change-13,208 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 13,162

Change-13,162 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 12,668

Change-12,668 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 12,534

Change-12,534 (-100%)

Value—

LRT Capital Management, LLC

N/A

Shares— from 11,937

Change-11,937 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 11,661

Change-11,661 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,045

Change-11,045 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,042

Change-11,042 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 10,997

Change-10,997 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 10,809

Change-10,809 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 10,740

Change-10,740 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 10,338

Change-10,338 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 9,556

Change-9,556 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 9,446

Change-9,446 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 9,418

Change-9,418 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 9,337

Change-9,337 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 9,141

Change-9,141 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 8,482

Change-8,482 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 8,213

Change-8,213 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 8,117

Change-8,117 (-100%)

Value—

Commerce Bank

N/A

Shares— from 7,855

Change-7,855 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,257

Change-7,257 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 7,233

Change-7,233 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 7,220

Change-7,220 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 7,037

Change-7,037 (-100%)

Value—

Frec Markets, Inc.

N/A

Shares— from 6,638

Change-6,638 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 6,552

Change-6,552 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 6,357

Change-6,357 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 6,259

Change-6,259 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 6,205

Change-6,205 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 6,157

Change-6,157 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 6,125

Change-6,125 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 6,031

Change-6,031 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,989

Change-5,989 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 5,675

Change-5,675 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,375

Change-5,375 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 5,153

Change-5,153 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 5,151

Change-5,151 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,056

Change-5,056 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,808

Change-4,808 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 4,725

Change-4,725 (-100%)

Value—

Meeder Advisory Services, Inc.

N/A

Shares— from 4,684

Change-4,684 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,663

Change-4,663 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 4,597

Change-4,597 (-100%)

Value—

Utah Retirement Systems

N/A

Shares— from 4,400

Change-4,400 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 4,353

Change-4,353 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 4,130

Change-4,130 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,072

Change-4,072 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,034

Change-4,034 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 3,900

Change-3,900 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,893

Change-3,893 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 3,820

Change-3,820 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 3,797

Change-3,797 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 3,740

Change-3,740 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 3,723

Change-3,723 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 3,606

Change-3,606 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 3,559

Change-3,559 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 2,356

Change-2,356 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 2,353

Change-2,353 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,135

Change-2,135 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,738

Change-1,738 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,626

Change-1,626 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,050

Change-1,050 (-100%)

Value—

Employees Retirement System of Texas

N/A

Shares— from 924

Change-924 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 444

Change-444 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 344

Change-344 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 300

Change-300 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 295

Change-295 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 250

Change-250 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 231

Change-231 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 217

Change-217 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 206

Change-206 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 185

Change-185 (-100%)

Value—

S&T Bank

N/A

Shares— from 135

Change-135 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 133

Change-133 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 128

Change-128 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 128

Change-128 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 98

Change-98 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 83

Change-83 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 74

Change-74 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 41

Change-41 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 40

Change-40 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Chesapeake Asset Management LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 16

Change-16 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 11

Change-11 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Wasatch Advisors LP	INCREASED	4,036,368	3,631,273	+405,095	+11%	$214.5M	$223.3M	+$8.8M	2026-10-13
Geode Capital Management, LLC	INCREASED	2,626,548	2,614,068	+12,480	+0%	$154.4M	$145.3M	-$9.1M	2026-11-06
Markel Group Inc.	INCREASED	2,421,922	2,394,544	+27,378	+1%	$141.4M	$134.0M	-$7.5M	2026-10-30
Dimensional Fund Advisors LP	INCREASED	1,936,606	1,847,207	+89,399	+5%	$109.1M	$107.1M	-$2.0M	2026-11-04
Van Berkom & Associates Inc.	DECREASED	1,145,961	1,420,403	-274,442	-19%	$83.9M	$63.4K	-$83.8M	2026-11-04
Bank of New York Mellon Corp	DECREASED	761,243	793,218	-31,975	-4%	$46.9M	$42.1M	-$4.8M	2026-11-05
ProShare Advisors LLC	INCREASED	463,383	454,459	+8,924	+2%	$26.8M	$25.6M	-$1.2M	2026-10-29
Confluence Investment Management LLC	DECREASED	317,546	360,253	-42,707	-12%	$21.3M	$17.6M	-$3.7M	2026-10-01
Nepsis Inc.	INCREASED	284,106	282,589	+1,517	+1%	$16.7M	$15.7M	-$978.6K	2026-10-13
Principal Financial Group Inc	DECREASED	278,878	309,901	-31,023	-10%	$18.3M	$15.4M	-$2.9M	2026-11-02
Vaughan David Investments LLC	INCREASED	269,805	269,635	+170	+0%	$15.9M	$14.9K	-$15.9M	2026-11-05
PhiloSmith Capital Corp	INCREASED	268,992	218,992	+50,000	+23%	$12.9M	$14.9M	+$1.9M	2026-10-23
Eulav Asset Management	UNCHANGED	223,000	223,000	0	0%	$13.2M	$12.3M	-$838.5K	2026-10-23
Barclays PLC	INCREASED	197,357	69,195	+128,162	+185%	$4.1M	$10.9M	+$6.8M	2026-11-06
Mutual of America Capital Management LLC	DECREASED	188,824	190,050	-1,226	-1%	$11.2M	$10.4M	-$782.4K	2026-10-23
Schwartz Investment Counsel Inc	NEW	173,440	—	+173,440	—	—	$9.6M	—	2026-10-26
Retirement Systems of Alabama	DECREASED	147,159	147,589	-430	0%	$8.7M	$8.1M	-$578.7K	2026-11-04
Creative Planning	INCREASED	140,229	117,938	+22,291	+19%	$7.0M	$7.8M	+$789.5K	2026-11-02
Alps Advisors Inc	INCREASED	126,538	120,786	+5,752	+5%	$7.1M	$7.0M	-$136.0K	2026-11-03
LPL Financial LLC	INCREASED	123,671	113,648	+10,023	+9%	$6.7M	$6.8M	+$127.0K	2026-11-06
Prospera Financial Services Inc	DECREASED	118,363	120,932	-2,569	-2%	$7.1M	$7.7M	+$577.3K	2026-11-04
New York State Teachers Retirement System	UNCHANGED	111,766	111,766	0	0%	$6.6M	$6.2K	-$6.6M	2026-10-22
Citigroup Inc	INCREASED	104,716	35,595	+69,121	+194%	$2.1M	$5.8M	+$3.7M	2026-11-04
VestGen Advisors, LLC	DECREASED	85,808	86,120	-312	0%	$5.1M	$4.7M	-$341.1K	2026-10-27
Strs Ohio	INCREASED	82,206	1,726	+80,480	+4663%	$102.0K	$4.5M	+$4.4M	2026-10-30
Regions Financial Corp	DECREASED	75,759	76,990	-1,231	-2%	$4.5M	$4.2M	-$357.6K	2026-11-05
B. Metzler seel. Sohn & Co. AG	INCREASED	75,311	65,363	+9,948	+15%	$3.9M	$4.2M	+$304.5K	2026-10-30
Isthmus Partners, LLC	DECREASED	65,169	65,211	-42	0%	$3.9M	$3.6M	-$247.5K	2026-10-21
Nisa Investment Advisors, LLC	DECREASED	60,313	62,064	-1,751	-3%	$3.7M	$3.3M	-$330.2K	2026-10-20
Oppenheimer Asset Management Inc.	INCREASED	52,400	44,084	+8,316	+19%	$2.6M	$2.9M	+$294.2K	2026-10-27
Wedmont Private Capital	DECREASED	50,656	59,916	-9,260	-15%	$3.6M	$2.9M	-$782.0K	2026-10-09
Oak Thistle LLC	NEW	47,584	—	+47,584	—	—	$2.6M	—	2026-10-21
AGF Management LTD	DECREASED	43,004	56,774	-13,770	-24%	$3.4M	$2.4M	-$975.1K	2026-11-03
Amalgamated Bank	INCREASED	40,987	40,710	+277	+1%	$2.4M	$2.3K	-$2.4M	2026-10-23
Thrivent Financial for Lutherans	DECREASED	40,316	45,038	-4,722	-10%	$2.7M	$2.2K	-$2.7M	2026-11-05
Atria Investments, Inc	INCREASED	38,308	18,393	+19,915	+108%	$1.1M	$2.1M	+$1.0M	2026-10-15
Savant Capital, LLC	INCREASED	36,362	22,741	+13,621	+60%	$1.3M	$2.0M	+$673.4K	2026-11-06
Fifth Third Bancorp	DECREASED	36,325	39,223	-2,898	-7%	$2.3M	$2.0M	-$307.8K	2026-11-05
Hingham Institution for Savings	UNCHANGED	35,000	35,000	0	0%	$2.1M	$1.9M	-$131.6K	2026-10-20
State of New Jersey Common Pension Fund D	DECREASED	32,982	34,941	-1,959	-6%	$2.1M	$1.8M	-$239.7K	2026-11-05
Chatham Capital Group, Inc.	INCREASED	29,543	25,543	+4,000	+16%	$1.5M	$1.6M	+$125.2K	2026-10-16
Benedict Financial Advisors Inc	DECREASED	28,630	29,180	-550	-2%	$1.7M	$1.6M	-$140.1K	2026-10-07
Illinois Municipal Retirement Fund	INCREASED	28,166	15,489	+12,677	+82%	$914.9K	$1.6M	+$642.9K	2026-11-05
Louisiana State Employees Retirement System	INCREASED	27,300	26,900	+400	+1%	$1.6M	$1.5M	-$79.0K	2026-10-20
Achmea Investment Management B.V.	NEW	26,148	—	+26,148	—	—	$1.4M	—	2026-10-30
Davenport & Co LLC	DECREASED	24,725	25,804	-1,079	-4%	$1.5M	$1.4M	-$156.7K	2026-10-14
Yousif Capital Management, LLC	DECREASED	24,213	25,874	-1,661	-6%	$1.5M	$1.3M	-$189.2K	2026-10-22
Arizona State Retirement System	INCREASED	23,956	23,465	+491	+2%	$1.4M	$1.3M	-$61.1K	2026-11-03
Deutsche Bank Ag\	INCREASED	23,627	19,216	+4,411	+23%	$1.1M	$1.3M	+$171.7K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	22,273	24,449	-2,176	-9%	$1.4M	$1.2M	-$212.3K	2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	21,906	22,010	-104	0%	$1.3M	$1.2M	-$88.5K	2026-11-03
State of Michigan Retirement System	UNCHANGED	21,532	21,532	0	0%	$1.3M	$1.2M	-$81.0K	2026-10-27
Y-Intercept (Hong Kong) Ltd	NEW	20,238	—	+20,238	—	—	$1.1M	—	2026-10-16
Oregon Public Employees Retirement Fund	UNCHANGED	18,972	18,972	0	0%	$1.1M	$1.0M	-$71.3K	2026-10-30
Norden Group LLC	DECREASED	18,922	19,043	-121	-1%	$1.1M	$1.0M	-$78.2K	2026-10-20
Quadrant Capital Group LLC	DECREASED	17,184	17,226	-42	0%	$1.0M	$981.2K	-$36.3K	2026-10-20
Vise Technologies, Inc.	DECREASED	16,894	17,582	-688	-4%	$1.0M	$934.4K	-$104.2K	2026-10-29
New Mexico Educational Retirement Board	UNCHANGED	16,600	16,600	0	0%	$981.0K	$918	-$980.1K	2026-11-05
Lido Advisors, LLC	INCREASED	15,941	11,897	+4,044	+34%	$702.8K	$881.8K	+$179.0K	2026-11-04
Wedbush Securities Inc	DECREASED	15,932	16,612	-680	-4%	$981.0K	$881	-$980.1K	2026-10-22
Russell Investments Group, Ltd.	INCREASED	15,396	15,250	+146	+1%	$900.8K	$851.6K	-$49.3K	2026-11-06
Diversified Trust Co	INCREASED	15,061	13,982	+1,079	+8%	$825.9K	$833.0K	+$7.1K	2026-11-06
Exchange Traded Concepts, LLC	INCREASED	13,715	13,101	+614	+5%	$773.9K	$758.6K	-$15.3K	2026-10-28
Inspire Investing, LLC	DECREASED	13,696	13,735	-39	0%	$811.3K	$757.5K	-$53.8K	2026-10-22
Perigon Wealth Management, LLC	DECREASED	13,223	13,244	-21	0%	$782.3K	$731.4K	-$51.0K	2026-10-22
Pictet Asset Management Holding SA	DECREASED	13,209	13,754	-545	-4%	$812.4K	$730.6K	-$81.9K	2026-11-03
Simplicity Wealth,LLC	DECREASED	13,199	13,447	-248	-2%	$794.3K	$730.0K	-$64.3K	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	13,145	4,371	+8,774	+201%	$258.0K	$727	-$257.3K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	12,778	11,647	+1,131	+10%	$706.4K	$719.4K	+$13.0K	2026-10-13
Redmond Asset Management, LLC	DECREASED	11,515	39,393	-27,878	-71%	$2.3M	$636.9K	-$1.7M	2026-10-27
Apollon Wealth Management, LLC	DECREASED	10,977	11,259	-282	-2%	$665.1K	$607.2K	-$57.9K	2026-10-23
Larson Financial Group LLC	DECREASED	10,631	10,957	-326	-3%	$647.2K	$588.0K	-$59.2K	2026-11-05
Counterpoint Mutual Funds LLC	NEW	10,397	—	+10,397	—	—	$575.1K	—	2026-10-16
Xponance LLC	DECREASED	10,017	10,378	-361	-3%	$613.0K	$554.0K	-$59.0K	2026-11-03
Gamma Investing LLC	INCREASED	9,865	5,534	+4,331	+78%	$326.9K	$545.6K	+$218.7K	2026-10-08
Impact Capital Partners LLC	INCREASED	9,421	7,505	+1,916	+26%	$443.3K	$521.1K	+$77.8K	2026-10-22
Daiwa Securities Group Inc.	INCREASED	9,069	8,874	+195	+2%	$524.2K	$501.6K	-$22.6K	2026-10-29
State of Alaska, Department of Revenue	DECREASED	8,698	9,009	-311	-3%	$532.0K	$481	-$531.5K	2026-10-15
State of Wyoming	DECREASED	8,531	11,086	-2,555	-23%	$654.9K	$471.9K	-$183.0K	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	7,596	7,496	+100	+1%	$442.8K	$420.1K	-$22.6K	2026-11-06
Merit Financial Group, LLC	INCREASED	7,381	6,641	+740	+11%	$392.3K	$408.2K	+$16.0K	2026-11-06
Crossmark Global Holdings, Inc.	DECREASED	7,347	7,448	-101	-1%	$440.0K	$406.4K	-$33.6K	2026-10-21
Curated Wealth Partners LLC	DECREASED	7,307	10,441	-3,134	-30%	$616.8K	$404.2K	-$212.6K	2026-10-15
Archer Investment Management, LLC	NEW	7,100	—	+7,100	—	—	$392.7K	—	2026-10-13
HB Wealth Management, LLC	INCREASED	7,082	6,244	+838	+13%	$368.8K	$391.7K	+$22.9K	2026-10-23
D.A. Davidson & Co.	INCREASED	7,071	7,040	+31	+0%	$415.9K	$391.1K	-$24.8K	2026-10-28
Securian Asset Management, Inc	UNCHANGED	6,769	6,769	0	0%	$416.8K	$374.4K	-$42.4K	2026-11-06
Yorktown Management & Research Co Inc	NEW	6,650	—	+6,650	—	—	$367.8K	—	2026-10-28
MAD River Investors	UNCHANGED	6,000	6,000	0	0%	$354.4K	$331.9K	-$22.6K	2026-10-27
Evergreen Capital Management LLC	DECREASED	5,822	5,864	-42	-1%	$346.4K	$322.0K	-$24.4K	2026-10-23
Ascent Group, LLC	DECREASED	5,668	5,745	-77	-1%	$339.3K	$313.5K	-$25.9K	2026-10-30
Fifth Third Wealth Advisors LLC	INCREASED	5,667	4,865	+802	+16%	$287.4K	$313.4K	+$26.1K	2026-10-22
Virginia Retirement Systems ET Al	UNCHANGED	5,500	5,500	0	0%	$324.9K	$304.2K	-$20.7K	2026-10-28
Maryland State Retirement & Pension System	INCREASED	5,486	3,872	+1,614	+42%	$228.7K	$303.4K	+$74.7K	2026-11-05
MQS Management LLC	NEW	5,478	—	+5,478	—	—	$303.0K	—	2026-11-06
Swiss Life Asset Management Ltd	INCREASED	5,446	5,329	+117	+2%	$314.8K	$301.2K	-$13.6K	2026-11-03
Tuttle Capital Management, LLC	NEW	5,430	—	+5,430	—	—	$300.3K	—	2026-10-21
Walled Lake Planning & Wealth Management, LLC	DECREASED	5,315	6,002	-687	-11%	$354.5K	$294.0K	-$60.6K	2026-10-29
Everhart Financial Group, Inc.	NEW	5,187	—	+5,187	—	—	$286.9K	—	2026-10-08
AlphaCore Capital LLC	NEW	5,098	—	+5,098	—	—	$282.0K	—	2026-11-04
Allworth Financial LP	INCREASED	4,875	4,831	+44	+1%	$285.4K	$288.0K	+$2.6K	2026-11-06
Old National Bancorp	UNCHANGED	4,715	4,715	0	0%	$278.5K	$260.8K	-$17.7K	2026-10-20
Facet Wealth, Inc.	NEW	4,666	—	+4,666	—	—	$258.1K	—	2026-11-04
Associated Banc-Corp	INCREASED	4,629	4,173	+456	+11%	$246.5K	$256.0K	+$9.5K	2026-10-30
Allen Capital Group, LLC	DECREASED	4,474	4,534	-60	-1%	$267.8K	$247.5K	-$20.4K	2026-10-27
US Bancorp \de\	DECREASED	4,449	4,582	-133	-3%	$270.7K	$246.1K	-$24.6K	2026-11-05
Somerset Trust Co	DECREASED	4,433	4,476	-43	-1%	$264.4K	$245.2K	-$19.2K	2026-10-13
South Shore Capital Advisors	UNCHANGED	4,290	4,290	0	0%	$253.4K	$237.3K	-$16.1K	2026-10-20
Truist Financial Corp	DECREASED	4,286	4,411	-125	-3%	$260.6K	$237.0K	-$23.5K	2026-10-30
Busey Bank	UNCHANGED	4,100	4,100	0	0%	$242.2K	$226.8K	-$15.4K	2026-10-26
Brighton Securities Corp.	DECREASED	4,044	4,076	-32	-1%	$240.8K	$223.7K	-$17.1K	2026-10-08
Argos Wealth Advisors, LLC	INCREASED	4,037	3,977	+60	+2%	$235.5K	$223.3K	-$12.2K	2026-11-02
Amundi	NEW	3,984	—	+3,984	—	—	$220.4K	—	2026-11-06
Keybank National Association	INCREASED	3,876	3,655	+221	+6%	$215.9K	$214.4K	-$1.5K	2026-11-04
SFE Investment Counsel	NEW	3,820	—	+3,820	—	—	$211.3K	—	2026-10-29
Krilogy Financial LLC	DECREASED	3,727	5,160	-1,433	-28%	$304.8K	$211.1K	-$93.7K	2026-10-13
Signaturefd, LLC	INCREASED	3,723	3,390	+333	+10%	$200.3K	$205.9K	+$5.7K	2026-10-23
Choreo, LLC	DECREASED	3,708	4,597	-889	-19%	$271.5K	$205.1K	-$66.4K	2026-10-28
Caitong International Asset Management Co., Ltd	INCREASED	3,418	179	+3,239	+1810%	$10.6K	$189.1K	+$178.5K	2026-10-29
Nykredit A/S	UNCHANGED	3,022	3,022	0	0%	$178.5K	$167.1K	-$11.4K	2026-11-06
KBC Group NV	INCREASED	2,701	2,308	+393	+17%	$136.0K	$149	-$135.9K	2026-10-22
Parkside Financial Bank & Trust	DECREASED	2,692	3,213	-521	-16%	$189.8K	$148.9K	-$40.9K	2026-10-27
Sterling Capital Management LLC	DECREASED	2,371	2,462	-91	-4%	$145.4K	$131.1K	-$14.3K	2026-10-22
Private Trust Co NA	UNCHANGED	2,200	2,200	0	0%	$130.0K	$121.7K	-$8.3K	2026-10-20
Evolution Wealth Management Inc.	UNCHANGED	1,762	1,762	0	0%	$104.1K	$97.5K	-$6.6K	2026-10-28
Country Trust Bank	UNCHANGED	1,600	1,600	0	0%	$94.5K	$88.5K	-$6.0K	2026-10-30
Parallel Advisors, LLC	INCREASED	1,537	829	+708	+85%	$49.0K	$85.0K	+$36.0K	2026-11-03
First Community Trust NA	UNCHANGED	1,400	1,400	0	0%	$82.7K	$77.4K	-$5.3K	2026-10-07
EverSource Wealth Advisors, LLC	INCREASED	1,287	961	+326	+34%	$56.8K	$71.2K	+$14.4K	2026-11-04
Heritage Family Offices, LLP	NEW	1,072	—	+1,072	—	—	$59.3K	—	2026-11-02
Covestor Ltd	DECREASED	883	1,385	-502	-36%	$82.0K	$49	-$82.0K	2026-10-30
Assetmark, Inc	INCREASED	845	660	+185	+28%	$39.0K	$46.7K	+$7.8K	2026-10-21
Versant Capital Management, Inc	UNCHANGED	835	835	0	0%	$49.3K	$46.2K	-$3.1K	2026-10-02
IFP Advisors, Inc	DECREASED	720	820	-100	-12%	$48.4K	$39.8K	-$8.6K	2026-10-16
Mather Group, Llc.	UNCHANGED	706	706	0	0%	$41.7K	$39.0K	-$2.7K	2026-10-14
Farther Finance Advisors, LLC	INCREASED	629	388	+241	+62%	$22.9K	$34.8K	+$11.9K	2026-10-08
SBI Securities Co., Ltd.	INCREASED	505	492	+13	+3%	$29.1K	$27.9K	-$1.1K	2026-10-22
Compass Wealth Management LLC	NEW	480	—	+480	—	—	$26.5K	—	2026-10-22
Essential Partners LLC	UNCHANGED	467	467	0	0%	$27.6K	$25.8K	-$1.8K	2026-10-14
Silver Grove Financial Group, Inc.	INCREASED	442	437	+5	+1%	$25.8K	$24.4K	-$1.4K	2026-11-05
True Wealth Design, LLC	UNCHANGED	427	427	0	0%	$25.2K	$23.6K	-$1.6K	2026-10-13
Ascentis Independent Advisors	NEW	406	—	+406	—	—	$22.5K	—	2026-11-03
Golden State Wealth Management, LLC	INCREASED	401	400	+1	+0%	$23.7K	$22.2K	-$1.4K	2026-11-02
Chung Wu Investment Group, LLC	UNCHANGED	400	400	0	0%	$23.6K	$22.1K	-$1.5K	2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	396	396	0	0%	$23.4K	$21.9K	-$1.5K	2026-11-05
SJS Investment Consulting Inc.	INCREASED	379	374	+5	+1%	$22.1K	$21.0K	-$1.1K	2026-10-26
UMB Bank, n.a.	INCREASED	288	272	+16	+6%	$16.1K	$15.9K	-$138	2026-11-06
CX Institutional	DECREASED	281	290	-9	-3%	$17	$16	-$1	2026-10-02
Physician Wealth Advisors, Inc.	UNCHANGED	279	279	0	0%	$16.5K	$15.4K	-$1.0K	2026-10-20
Capital Advisors, Ltd. LLC	UNCHANGED	266	266	0	0%	$16	$15	-$1	2026-10-27
Creative Financial Designs Inc	UNCHANGED	265	265	0	0%	$15.6K	$14.6K	-$982	2026-11-04
Root Financial Partners, LLC	NEW	246	—	+246	—	—	$13.6K	—	2026-10-21
James T. Borello RIA	DECREASED	241	246	-5	-2%	$14.5K	$13.3K	-$1.2K	2026-10-16
MassMutual Private Wealth & Trust, FSB	DECREASED	235	272	-37	-14%	$16.1K	$13.0K	-$3.1K	2026-10-05
Owl Creek Wealth Partners LLC	UNCHANGED	235	235	0	0%	$13.9K	$13.0K	-$884	2026-10-20
Clearstead Advisors, LLC	INCREASED	229	119	+110	+92%	$7.0K	$12.6K	+$5.6K	2026-11-06
Proathlete Wealth Management LLC	NEW	179	—	+179	—	—	$9.9K	—	2026-10-15
Financial Network Wealth Advisors LLC	UNCHANGED	172	172	0	0%	$10.2K	$9.5K	-$618	2026-10-28
Zions Bancorporation, National Association	UNCHANGED	151	151	0	0%	$8.9K	$8.4K	-$568	2026-11-06
Elevation Wealth Partners, LLC	UNCHANGED	150	150	0	0%	$8.9K	$8.3K	-$564	2026-10-07
Eurizon Capital SGR S.p.A.	UNCHANGED	141	141	0	0%	$8.2K	$8.0K	-$265	2026-11-06
Provenance Wealth Advisors, LLC	NEW	137	—	+137	—	—	$7.6K	—	2026-10-30
SRH Advisors, LLC	UNCHANGED	132	132	0	0%	$7.8K	$7.3K	-$496	2026-10-22
Mcdonald Partners LLC	UNCHANGED	124	124	0	0%	$7.3K	$6.9K	-$467	2026-11-03
City State Bank	UNCHANGED	120	120	0	0%	$7.1K	$6.6K	-$451	2026-10-20
Fortitude Family Office, LLC	INCREASED	100	76	+24	+32%	$4.5K	$5.5K	+$1.0K	2026-10-14
Oakworth Capital, Inc.	UNCHANGED	100	100	0	0%	$5.9K	$5.5K	-$376	2026-10-26
Pinnacle Wealth Planning Services, Inc.	INCREASED	99	83	+16	+19%	$4.9K	$5.5K	+$573	2026-10-27
Bare Financial Services, Inc	INCREASED	94	87	+7	+8%	$5.1K	$5.2K	+$60	2026-11-04
Farmers & Merchants Investments Inc	UNCHANGED	76	76	0	0%	$4.5K	$4.2K	-$285	2026-10-22
GK Wealth Management LLC	NEW	74	—	+74	—	—	$4.1K	—	2026-10-09
Clearstead Trust, LLC	INCREASED	73	7	+66	+943%	$414	$4.0K	+$3.6K	2026-11-06
CoreCap Advisors, LLC	DECREASED	67	90	-23	-26%	$5.3K	$3.7K	-$1.6K	2026-10-08
Entrust Financial LLC	UNCHANGED	60	60	0	0%	$3.5K	$3.3K	-$226	2026-11-04
Plante Moran Financial Advisors, LLC	UNCHANGED	60	60	0	0%	$3.6K	$3.3K	-$227	2026-11-04
North Star Investment Management Corp.	UNCHANGED	53	53	0	0%	$3.1K	$2.9K	-$200	2026-10-27
WPG Advisers, LLC	INCREASED	48	31	+17	+55%	$1.8K	$2.7K	+$824	2026-10-27
TD Private Client Wealth LLC	DECREASED	44	49	-5	-10%	$2.9K	$2.4K	-$460	2026-10-28
Elyxium Wealth, LLC	NEW	42	—	+42	—	—	$2.3K	—	2026-10-27
Jacobi Capital Management LLC	NEW	40	—	+40	—	—	$2.2K	—	2026-11-05
Avion Wealth	UNCHANGED	36	36	0	0%	$2	$1	-$1	2026-11-04
Creative Capital Management Investments LLC	INCREASED	35	12	+23	+192%	$709	$1.9K	+$1.2K	2026-10-28
JFS Wealth Advisors, LLC	INCREASED	34	28	+6	+21%	$1.7K	$1.9K	+$227	2026-11-03
MV Capital Management, Inc.	UNCHANGED	33	33	0	0%	$2.0K	$1.8K	-$124	2026-10-29
Hughes Financial Services, LLC	INCREASED	31	6	+25	+417%	$354	$2.0K	+$1.6K	2026-10-30
UMB Private Wealth Management, LLC	NEW	27	—	+27	—	—	$1.5K	—	2026-10-19
Ascentis Wealth Management, LLC	NEW	20	—	+20	—	—	$1.1K	—	2026-11-03
Bay Harbor Wealth Management, LLC	INCREASED	18	14	+4	+29%	$827	$996	+$169	2026-11-03
Retirement Wealth Solutions LLC	DECREASED	16	21	-5	-24%	$1.2K	$885	-$356	2026-10-07
Financial Management Professionals, Inc.	UNCHANGED	14	14	0	0%	$827	$774	-$53	2026-10-23
DiNuzzo Private Wealth, Inc.	UNCHANGED	12	12	0	0%	$709	$664	-$45	2026-10-16
Quaker Wealth Management, LLC	UNCHANGED	12	12	0	0%	$709	$664	-$45	2026-10-22
Fairway Wealth LLC	NEW	11	—	+11	—	—	$608	—	2026-10-30
Valley National Advisers Inc	NEW	11	—	+11	—	—	$609	—	2026-10-23
Signature Equity Partners, LLC	INCREASED	11	10	+1	+10%	$591	$608	+$17	2026-10-29
First Horizon Corp	UNCHANGED	10	10	0	0%	$591	$553	-$38	2026-10-26
First Command Advisory Services, Inc.	NEW	9	—	+9	—	—	$498	—	2026-11-05
Planning Strategies Inc.	INCREASED	9	6	+3	+50%	$354	$498	+$144	2026-10-02
Cromwell Holdings LLC	UNCHANGED	9	9	0	0%	$532	$498	-$34	2026-10-28
Rossby Financial, LCC	UNCHANGED	6	6	0	0%	$354	$332	-$22	2026-11-05
Financial Consulate, Inc	UNCHANGED	5	5	0	0%	$296	$277	-$19	2026-10-23
Pension & Wealth Management Advisors, Inc.	NEW	4	—	+4	—	—	$221	—	2026-10-16
DecisionPoint Financial, LLC	INCREASED	4	2	+2	+100%	$122	$225	+$103	2026-10-27
Manchester Capital Management LLC	INCREASED	4	2	+2	+100%	$119	$222	+$103	2026-10-22
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$60	$56	-$4	2026-10-15
Wesbanco Bank Inc	CLOSED	0	10,209	-10,209	-100%	$603.0K	$0	-$603.0K	2026-11-04
MGO One Seven LLC	CLOSED	0	4,308	-4,308	-100%	$254.5K	$0	-$254.5K	2026-10-28
Tannin Capital LLC	CLOSED	0	4,064	-4,064	-100%	$240.1K	$0	-$240.1K	2026-11-05
SmartHarvest Portfolios, LLC	CLOSED	0	3,773	-3,773	-100%	$222.9K	$0	-$222.9K	2026-10-26
Signal Advisors Wealth, LLC	CLOSED	0	3,473	-3,473	-100%	$205.2K	$0	-$205.2K	2026-10-13
Brookstone Capital Management	CLOSED	0	3,452	-3,452	-100%	$203.9K	$0	-$203.9K	2026-10-22
Bayforest Capital Ltd	CLOSED	0	2,212	-2,212	-100%	$130.7K	$0	-$130.7K	2026-11-03
Institute for Wealth Management, Llc.	CLOSED	0	1,042	-1,042	-100%	$61.6K	$0	-$61.6K	2026-11-06
Blue Trust, Inc.	CLOSED	0	789	-789	-100%	$46.6K	$0	-$46.6K	2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	168	-168	-100%	$9.9K	$0	-$9.9K	2026-10-14
Cornerstone Planning Group LLC	CLOSED	0	38	-38	-100%	$2.2K	$0	-$2.2K	2026-10-16
Fulcrum Asset Management LLP	CLOSED	0	34	-34	-100%	$2.0K	$0	-$2.0K	2026-11-04
Navigoe, LLC	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-11-04
Activest Wealth Management	CLOSED	0	2	-2	-100%	$118	$0	-$118	2026-10-15
State Street Corp	N/A	—	8,943,750	-8,943,750	-100%	$528.3M	—	—	—
BlackRock, Inc.	N/A	—	8,332,056	-8,332,056	-100%	$492.2M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	6,737,775	-6,737,775	-100%	$398.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,750,995	-4,750,995	-100%	$280.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	4,137,133	-4,137,133	-100%	$244.4M	—	—	—
Ariel Investments, LLC	N/A	—	2,519,527	-2,519,527	-100%	$148.8M	—	—	—
Invesco Ltd.	N/A	—	2,358,611	-2,358,611	-100%	$139.3M	—	—	—
Maren Capital LLC	N/A	—	1,817,370	-1,817,370	-100%	$107.4M	—	—	—
Bank of Montreal	N/A	—	1,562,840	-1,562,840	-100%	$92.3M	—	—	—
Morgan Stanley	N/A	—	1,462,109	-1,462,109	-100%	$86.4M	—	—	—
Port Capital LLC	N/A	—	1,345,839	-1,345,839	-100%	$79.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,165,897	-1,165,897	-100%	$68.9M	—	—	—
Royce & Associates LP	N/A	—	1,134,387	-1,134,387	-100%	$67.0M	—	—	—
Victory Capital Management Inc	N/A	—	1,079,682	-1,079,682	-100%	$63.8M	—	—	—
Neuberger Berman Group LLC	N/A	—	998,267	-998,267	-100%	$59.0M	—	—	—
AQR Capital Management LLC	N/A	—	916,838	-916,838	-100%	$53.6M	—	—	—
Northern Trust Corp	N/A	—	905,105	-905,105	-100%	$53.5M	—	—	—
JPMorgan Chase & Co	N/A	—	885,547	-885,547	-100%	$51.9M	—	—	—
Bragg Financial Advisors, Inc	N/A	—	848,126	-848,126	-100%	$50.1M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	841,445	-841,445	-100%	$49.7M	—	—	—
Polar Capital Holdings Plc	N/A	—	837,500	-837,500	-100%	$49.5M	—	—	—
Norges Bank	N/A	—	827,253	-827,253	-100%	$48.9M	—	—	—
First Trust Advisors LP	N/A	—	776,595	-776,595	-100%	$45.9M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	709,876	-709,876	-100%	$41.9M	—	—	—
Wells Fargo & Company	N/A	—	705,393	-705,393	-100%	$41.7M	—	—	—
Raymond James Financial Inc	N/A	—	701,340	-701,340	-100%	$41.4M	—	—	—
Global Alpha Capital Management Ltd.	N/A	—	700,675	-700,675	-100%	$41.4M	—	—	—
UBS Group AG	N/A	—	698,653	-698,653	-100%	$41.3M	—	—	—
Wellington Management Group LLP	N/A	—	634,602	-634,602	-100%	$37.5M	—	—	—
Two Sigma Investments, LP	N/A	—	606,591	-606,591	-100%	$35.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	582,998	-582,998	-100%	$34.4M	—	—	—
Gotham Asset Management, LLC	N/A	—	537,759	-537,759	-100%	$31.8M	—	—	—
Citadel Advisors LLC	N/A	—	453,929	-453,929	-100%	$26.8M	—	—	—
Jupiter Topco LLC	N/A	—	432,621	-432,621	-100%	$25.6M	—	—	—
Bank of America Corp	N/A	—	394,837	-394,837	-100%	$23.3M	—	—	—
Champlain Investment Partners, LLC	N/A	—	391,712	-391,712	-100%	$23.1M	—	—	—
SEI Investments Co	N/A	—	366,239	-366,239	-100%	$21.6M	—	—	—
Snyder Capital Management L P	N/A	—	346,139	-346,139	-100%	$20.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	314,769	-314,769	-100%	$18.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	267,773	-267,773	-100%	$15.8M	—	—	—
Rhumbline Advisers	N/A	—	248,482	-248,482	-100%	$14.7M	—	—	—
Ameriprise Financial Inc	N/A	—	234,195	-234,195	-100%	$13.8M	—	—	—
Palisade Capital Management, LP	N/A	—	231,092	-231,092	-100%	$13.7M	—	—	—
Stifel Financial Corp	N/A	—	228,443	-228,443	-100%	$13.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	216,603	-216,603	-100%	$12.8M	—	—	—
Natixis Advisors, LLC	N/A	—	173,192	-173,192	-100%	$10.2M	—	—	—
Swiss National Bank	N/A	—	170,600	-170,600	-100%	$10.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	165,631	-165,631	-100%	$9.5M	—	—	—
New York State Common Retirement Fund	N/A	—	163,560	-163,560	-100%	$9.7M	—	—	—
Quantinno Capital Management LP	N/A	—	142,862	-142,862	-100%	$8.4M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	131,446	-131,446	-100%	$7.8M	—	—	—
Nuveen, LLC	N/A	—	130,981	-130,981	-100%	$7.7M	—	—	—
Legal & General Group Plc	N/A	—	119,437	-119,437	-100%	$7.1M	—	—	—
California Public Employees Retirement System	N/A	—	113,308	-113,308	-100%	$6.7M	—	—	—
GW&K Investment Management, LLC	N/A	—	110,817	-110,817	-100%	$6.5M	—	—	—
Alliancebernstein L.P.	N/A	—	110,579	-110,579	-100%	$6.3M	—	—	—
American Century Companies Inc	N/A	—	110,304	-110,304	-100%	$6.5M	—	—	—
Winton Group Ltd	N/A	—	97,598	-97,598	-100%	$5.8M	—	—	—
California State Teachers Retirement System	N/A	—	97,502	-97,502	-100%	$5.8M	—	—	—
Benjamin Edwards Inc	N/A	—	95,925	-95,925	-100%	$5.7M	—	—	—
Ilex Capital Partners (UK) LLP	N/A	—	94,201	-94,201	-100%	$5.6M	—	—	—
Royal Bank of Canada	N/A	—	92,734	-92,734	-100%	$5.5M	—	—	—
Callan Family Office, LLC	N/A	—	80,856	-80,856	-100%	$4.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	80,763	-80,763	-100%	$4.8M	—	—	—
Dark Forest Capital Management LP	N/A	—	77,071	-77,071	-100%	$4.6M	—	—	—
Trexquant Investment LP	N/A	—	72,849	-72,849	-100%	$4.3M	—	—	—
St. Nicholas Private Asset Management, Inc	N/A	—	70,089	-70,089	-100%	$4.1M	—	—	—
Karani Asset Management LLC	N/A	—	68,106	-68,106	-100%	$4.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	66,968	-66,968	-100%	$4.0M	—	—	—
Mariner, LLC	N/A	—	64,524	-64,524	-100%	$3.8M	—	—	—
Canada Life Assurance Co	N/A	—	63,185	-63,185	-100%	$3.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	63,054	-63,054	-100%	$3.7M	—	—	—
Allstate Corp	N/A	—	59,966	-59,966	-100%	$3.5M	—	—	—
Bleakley Financial Group, LLC	N/A	—	53,993	-53,993	-100%	$3.2M	—	—	—
Man Group plc	N/A	—	52,569	-52,569	-100%	$3.1M	—	—	—
&partners	N/A	—	50,858	-50,858	-100%	$3.0M	—	—	—
National Bank of Canada	N/A	—	49,252	-49,252	-100%	$2.9M	—	—	—
SG Americas Securities, LLC	N/A	—	45,528	-45,528	-100%	$2.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	44,099	-44,099	-100%	$2.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	40,933	-40,933	-100%	$2.4M	—	—	—
Bruce & Co., Inc.	N/A	—	40,000	-40,000	-100%	$2.4M	—	—	—
Millennium Management LLC	N/A	—	39,297	-39,297	-100%	$2.3M	—	—	—
Handelsbanken Fonder AB	N/A	—	38,060	-38,060	-100%	$2.2K	—	—	—
NewEdge Wealth, LLC	N/A	—	37,891	-37,891	-100%	$2.2M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	37,487	-37,487	-100%	$2.2M	—	—	—
Coldstream Capital Management Inc	N/A	—	36,478	-36,478	-100%	$2.2M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	36,261	-36,261	-100%	$2.1M	—	—	—
Chase Investment Counsel Corp	N/A	—	36,000	-36,000	-100%	$2.1M	—	—	—
State of Wisconsin Investment Board	N/A	—	35,990	-35,990	-100%	$2.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	35,926	-35,926	-100%	$2.1M	—	—	—
Advisory Services Network, LLC	N/A	—	35,577	-35,577	-100%	$2.1M	—	—	—
Capital Fund Management S.A.	N/A	—	35,100	-35,100	-100%	$2.1M	—	—	—
Treasurer of the State of North Carolina	N/A	—	34,863	-34,863	-100%	$2.1M	—	—	—
HighTower Advisors, LLC	N/A	—	32,466	-32,466	-100%	$1.9M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	30,552	-30,552	-100%	$1.8M	—	—	—
FMR LLC	N/A	—	28,432	-28,432	-100%	$1.7M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	27,802	-27,802	-100%	$1.6M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	27,799	-27,799	-100%	$1.6M	—	—	—
Marshall Wace, LLP	N/A	—	25,935	-25,935	-100%	$1.5M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	25,725	-25,725	-100%	$1.5M	—	—	—
HSBC Holdings PLC	N/A	—	25,295	-25,295	-100%	$1.5M	—	—	—
Baird Financial Group, Inc.	N/A	—	24,939	-24,939	-100%	$1.5M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	24,472	-24,472	-100%	$1.4M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	24,445	-24,445	-100%	$1.4M	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	24,361	-24,361	-100%	$1.4M	—	—	—
Weiss Asset Management LP	N/A	—	23,857	-23,857	-100%	$1.4M	—	—	—
Cerity Partners LLC	N/A	—	23,810	-23,810	-100%	$1.4M	—	—	—
DC Investments Management, LLC	N/A	—	22,978	-22,978	-100%	$1.4M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	22,688	-22,688	-100%	$1.3M	—	—	—
Dynasty Wealth Management, LLC	N/A	—	22,577	-22,577	-100%	$1.3M	—	—	—
M&T Bank Corp	N/A	—	22,114	-22,114	-100%	$1.3M	—	—	—
WCM Investment Management, LLC	N/A	—	21,426	-21,426	-100%	$1.3M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	21,029	-21,029	-100%	$1.2M	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	20,681	-20,681	-100%	$1.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	20,299	-20,299	-100%	$1.2M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	20,100	-20,100	-100%	$1.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	19,532	-19,532	-100%	$1.2M	—	—	—
Numerai GP LLC	N/A	—	19,272	-19,272	-100%	$1.1M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	19,086	-19,086	-100%	$1.1M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	18,117	-18,117	-100%	$1.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	18,027	-18,027	-100%	$1.1M	—	—	—
Jump Financial, LLC	N/A	—	18,000	-18,000	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	17,828	-17,828	-100%	$1.1M	—	—	—
Drive Wealth Management, LLC	N/A	—	17,407	-17,407	-100%	$1.0M	—	—	—
XTX Topco Ltd	N/A	—	17,221	-17,221	-100%	$1.0M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	16,919	-16,919	-100%	$999.4K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	16,641	-16,641	-100%	$983.0K	—	—	—
AE Wealth Management LLC	N/A	—	16,594	-16,594	-100%	$980.2K	—	—	—
Brown Brothers Harriman & Co	N/A	—	16,033	-16,033	-100%	$947.1K	—	—	—
Brevan Howard Capital Management LP	N/A	—	14,640	-14,640	-100%	$864.8K	—	—	—
AXQ Capital, LP	N/A	—	14,551	-14,551	-100%	$859.5K	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	14,204	-14,204	-100%	$839.0K	—	—	—
Brown Advisory Inc	N/A	—	13,208	-13,208	-100%	$780.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	13,162	-13,162	-100%	$777.5K	—	—	—
GSA Capital Partners LLP	N/A	—	12,668	-12,668	-100%	$748.0K	—	—	—
Teacher Retirement System of Texas	N/A	—	12,534	-12,534	-100%	$740.4K	—	—	—
LRT Capital Management, LLC	N/A	—	11,937	-11,937	-100%	$705.1K	—	—	—
Summit Trail Advisors, LLC	N/A	—	11,661	-11,661	-100%	$688.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,045	-11,045	-100%	$652.4K	—	—	—
Captrust Financial Advisors	N/A	—	11,042	-11,042	-100%	$652.3K	—	—	—
Tidal Investments LLC	N/A	—	10,997	-10,997	-100%	$649.6K	—	—	—
Federated Hermes, Inc.	N/A	—	10,809	-10,809	-100%	$638.5K	—	—	—
Impact Partnership Wealth, LLC	N/A	—	10,740	-10,740	-100%	$634.4K	—	—	—
Pacer Advisors, Inc.	N/A	—	10,338	-10,338	-100%	$611.0K	—	—	—
Vident Advisory, LLC	N/A	—	9,556	-9,556	-100%	$564.5K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	9,446	-9,446	-100%	$558.0K	—	—	—
QRG Capital Management, Inc.	N/A	—	9,418	-9,418	-100%	$556.3K	—	—	—
Jain Global LLC	N/A	—	9,337	-9,337	-100%	$551.5K	—	—	—
Voya Investment Management LLC	N/A	—	9,141	-9,141	-100%	$540.0K	—	—	—
Virtus Advisers, LLC	N/A	—	8,482	-8,482	-100%	$501.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	8,213	-8,213	-100%	$485.0K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	8,117	-8,117	-100%	$479.5K	—	—	—
Commerce Bank	N/A	—	7,855	-7,855	-100%	$464.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,257	-7,257	-100%	$428.7K	—	—	—
Franklin Resources Inc	N/A	—	7,233	-7,233	-100%	$427.3K	—	—	—
Bank of Nova Scotia	N/A	—	7,220	-7,220	-100%	$426.5K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	7,037	-7,037	-100%	$415.7K	—	—	—
Frec Markets, Inc.	N/A	—	6,638	-6,638	-100%	$392.1K	—	—	—
Independent Advisor Alliance	N/A	—	6,552	-6,552	-100%	$387.0K	—	—	—
AlphaGrep UK Ltd	N/A	—	6,357	-6,357	-100%	$375.5K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	6,259	-6,259	-100%	$369.7K	—	—	—
Glenmede Trust Co NA	N/A	—	6,205	-6,205	-100%	$366.5K	—	—	—
SummitTX Capital, L.P.	N/A	—	6,157	-6,157	-100%	$363.7K	—	—	—
World Investment Advisors	N/A	—	6,125	-6,125	-100%	$349.4K	—	—	—
Pure Financial Advisors, LLC	N/A	—	6,031	-6,031	-100%	$356.3K	—	—	—
MML Investors Services, LLC	N/A	—	5,989	-5,989	-100%	$353.8K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	5,675	-5,675	-100%	$335.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,375	-5,375	-100%	$317.6K	—	—	—
Prudential Financial Inc	N/A	—	5,153	-5,153	-100%	$304.4K	—	—	—
Whittier Trust Co	N/A	—	5,151	-5,151	-100%	$318.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,056	-5,056	-100%	$298.7K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,808	-4,808	-100%	$284.0K	—	—	—
Modern Wealth Management, LLC	N/A	—	4,725	-4,725	-100%	$279.1K	—	—	—
Meeder Advisory Services, Inc.	N/A	—	4,684	-4,684	-100%	$276.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,663	-4,663	-100%	$275.5K	—	—	—
Inspire Advisors, LLC	N/A	—	4,597	-4,597	-100%	$272.9K	—	—	—
Utah Retirement Systems	N/A	—	4,400	-4,400	-100%	$259.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	4,353	-4,353	-100%	$257.1K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	4,130	-4,130	-100%	$244.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,072	-4,072	-100%	$240.5K	—	—	—
Arax Advisory Partners	N/A	—	4,034	-4,034	-100%	$238.3K	—	—	—
Erste Asset Management GmbH	N/A	—	3,900	-3,900	-100%	$227.8K	—	—	—
Jane Street Group, LLC	N/A	—	3,893	-3,893	-100%	$230.0K	—	—	—
Savvy Advisors, Inc.	N/A	—	3,820	-3,820	-100%	$225.7K	—	—	—
Keel Point, LLC	N/A	—	3,797	-3,797	-100%	$224.3K	—	—	—
Faithward Advisors, LLC	N/A	—	3,740	-3,740	-100%	$220.9K	—	—	—
Magnetar Financial LLC	N/A	—	3,723	-3,723	-100%	$219.9K	—	—	—
Empowered Funds, LLC	N/A	—	3,606	-3,606	-100%	$213.0K	—	—	—
Atom Investors LP	N/A	—	3,559	-3,559	-100%	$210.2K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	2,356	-2,356	-100%	$139.2K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	2,353	-2,353	-100%	$146.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,135	-2,135	-100%	$126.1K	—	—	—
Huntington National Bank	N/A	—	1,738	-1,738	-100%	$102.7K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,626	-1,626	-100%	$96.0K	—	—	—
Rothschild Investment LLC	N/A	—	1,050	-1,050	-100%	$62.0K	—	—	—
Employees Retirement System of Texas	N/A	—	924	-924	-100%	$55.0K	—	—	—
Quent Capital, LLC	N/A	—	444	-444	-100%	$26.2K	—	—	—
HM Payson & Co	N/A	—	344	-344	-100%	$20.3K	—	—	—
Nomura Asset Management Co LTD	N/A	—	300	-300	-100%	$17.7K	—	—	—
Bessemer Group Inc	N/A	—	295	-295	-100%	$17	—	—	—
Smithfield Trust Co	N/A	—	250	-250	-100%	$15	—	—	—
LRI Investments, LLC	N/A	—	231	-231	-100%	$13.6K	—	—	—
Millstone Evans Group, LLC	N/A	—	217	-217	-100%	$12.8K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	206	-206	-100%	$12.2K	—	—	—
Boreal Capital Management LLC	N/A	—	200	-200	-100%	$11.8K	—	—	—
Ankerstar Wealth, LLC	N/A	—	200	-200	-100%	$11.8K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	185	-185	-100%	$10.9K	—	—	—
S&T Bank	N/A	—	135	-135	-100%	$8.0K	—	—	—
SouthState Bank Corp	N/A	—	133	-133	-100%	$7.9K	—	—	—
BFC Planning, Inc.	N/A	—	128	-128	-100%	$7.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	128	-128	-100%	$7.6K	—	—	—
Bogart Wealth, LLC	N/A	—	98	-98	-100%	$5.8K	—	—	—
Kilter Group LLC	N/A	—	83	-83	-100%	$4.9K	—	—	—
SHP Wealth Management	N/A	—	83	-83	-100%	$4.9K	—	—	—
C M Bidwell & Associates LTD	N/A	—	74	-74	-100%	$4.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	41	-41	-100%	$2.4K	—	—	—
Truvestments Capital LLC	N/A	—	40	-40	-100%	$2.4K	—	—	—
TD Capital Management LLC	N/A	—	40	-40	-100%	$2.4K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	40	-40	-100%	$2.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	39	-39	-100%	$2.3K	—	—	—
Manning & Napier Advisors LLC	N/A	—	36	-36	-100%	$2.1K	—	—	—
Cornerstone Financial Management LLC	N/A	—	36	-36	-100%	$2.1K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	34	-34	-100%	$2.0K	—	—	—
Horizon Investments, LLC	N/A	—	29	-29	-100%	$1.7K	—	—	—
Synergy Investment Management, LLC	N/A	—	26	-26	-100%	$1.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	24	-24	-100%	$1.4K	—	—	—
Rialto Wealth Management, LLC	N/A	—	20	-20	-100%	$1.2K	—	—	—
Chesapeake Asset Management LLC	N/A	—	20	-20	-100%	$1.2K	—	—	—
Ameriflex Group, Inc.	N/A	—	16	-16	-100%	$945	—	—	—
CVA Family Office, LLC	N/A	—	16	-16	-100%	$945	—	—	—
Harbour Investments, Inc.	N/A	—	11	-11	-100%	$650	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	8	-8	-100%	$473	—	—	—
HFM Investment Advisors, LLC	N/A	—	8	-8	-100%	$473	—	—	—
Investors Portfolio Services LLC	N/A	—	6	-6	-100%	$354	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1	-1	-100%	$59	—	—	—

Showing 454 of 454 institutions