Upbound Group Inc (UPBD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares3,119,714 from 2,744,730

Change+374,984 (+14%)

Value$49.0M (-$9.3M)

Filed 2026-11-04

LSV Asset Management

INCREASED

Shares2,303,779 from 2,280,279

Change+23,500 (+1%)

Value$36.2K (-$48.4M)

Filed 2026-11-06

Geode Capital Management, LLC

DECREASED

Shares1,395,570 from 1,468,034

Change-72,464 (-5%)

Value$21.9M (-$9.2M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares892,777 from 888,866

Change+3,911 (+0%)

Value$14.0M (-$4.8M)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares391,156 from 307,996

Change+83,160 (+27%)

Value$6.1M (-$394.5K)

Filed 2026-11-02

One Way Holdings LLC

NEW

Shares357,316

Change+357,316

Value$5.6M

Filed 2026-10-29

Creative Planning

INCREASED

Shares325,466 from 271,002

Change+54,464 (+20%)

Value$5.1M (-$640.8K)

Filed 2026-11-02

CX Institutional

NEW

Shares294,173

Change+294,173

Value$4.6K

Filed 2026-10-02

Barclays PLC

INCREASED

Shares169,075 from 55,050

Change+114,025 (+207%)

Value$2.7M (+$1.5M)

Filed 2026-11-06

Venture Visionary Partners LLC

INCREASED

Shares157,858 from 91,367

Change+66,491 (+73%)

Value$2.5M (+$539.6K)

Filed 2026-10-07

Citigroup Inc

INCREASED

Shares148,680 from 32,590

Change+116,090 (+356%)

Value$2.3M (+$1.6M)

Filed 2026-11-04

Sepio Capital, LP

UNCHANGED

Shares144,609 from 144,609

Change0 (0%)

Value$2.3M (-$798.2K)

Filed 2026-10-22

Lido Advisors, LLC

INCREASED

Shares124,958 from 124,926

Change+32 (+0%)

Value$2.0M (-$689.2K)

Filed 2026-11-04

Russell Investments Group, Ltd.

DECREASED

Shares91,304 from 192,157

Change-100,853 (-52%)

Value$1.4M (-$2.6M)

Filed 2026-11-06

Exchange Traded Concepts, LLC

NEW

Shares88,873

Change+88,873

Value$1.4M

Filed 2026-10-28

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares82,866 from 37,945

Change+44,921 (+118%)

Value$1.3M (+$495.8K)

Filed 2026-10-16

Range Financial Group LLC

DECREASED

Shares82,390 from 82,907

Change-517 (-1%)

Value$1.3M (-$465.8K)

Filed 2026-10-21

LPL Financial LLC

INCREASED

Shares81,299 from 72,880

Change+8,419 (+12%)

Value$1.3M (-$270.1K)

Filed 2026-11-06

Beacon Financial Group

INCREASED

Shares77,068 from 76,108

Change+960 (+1%)

Value$1.2M (-$405.0K)

Filed 2026-10-19

Kendall Capital Management

INCREASED

Shares66,315 from 58,130

Change+8,185 (+14%)

Value$1.0M (-$192.4K)

Filed 2026-10-23

New York State Teachers Retirement System

DECREASED

Shares62,693 from 62,920

Change-227 (0%)

Value$984 (-$1.3M)

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares54,971 from 59,325

Change-4,354 (-7%)

Value$863.0K (-$395.8K)

Filed 2026-11-06

DekaBank Deutsche Girozentrale

INCREASED

Shares43,442 from 1,082

Change+42,360 (+3915%)

Value$674 (+$655)

Filed 2026-10-27

Inspire Investing, LLC

INCREASED

Shares41,475 from 32,830

Change+8,645 (+26%)

Value$651.2K (-$45.5K)

Filed 2026-10-22

Summit Global Investments

INCREASED

Shares38,648 from 36,700

Change+1,948 (+5%)

Value$607 (-$778.4K)

Filed 2026-10-28

Redhawk Wealth Advisors, Inc.

INCREASED

Shares35,642 from 22,236

Change+13,406 (+60%)

Value$559.6K (+$87.7K)

Filed 2026-10-14

Thrivent Financial for Lutherans

INCREASED

Shares34,855 from 34,452

Change+403 (+1%)

Value$547 (-$730.5K)

Filed 2026-11-05

Achmea Investment Management B.V.

NEW

Shares32,200

Change+32,200

Value$505.9K

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares29,110 from 29,413

Change-303 (-1%)

Value$456.7K (-$165.6K)

Filed 2026-10-13

Diversified Trust Co

INCREASED

Shares28,624 from 28,489

Change+135 (+0%)

Value$449.4K (-$155.1K)

Filed 2026-11-06

Illinois Municipal Retirement Fund

DECREASED

Shares27,489 from 29,660

Change-2,171 (-7%)

Value$431.6K (-$197.8K)

Filed 2026-11-05

Louisiana State Employees Retirement System

INCREASED

Shares23,300 from 23,000

Change+300 (+1%)

Value$365.8K (-$122.3K)

Filed 2026-10-20

Olympiad Research LP

NEW

Shares21,997

Change+21,997

Value$345.4K

Filed 2026-11-04

WBI Investments, LLC

INCREASED

Shares21,072 from 13,049

Change+8,023 (+61%)

Value$330.8K (+$53.9K)

Filed 2026-11-05

Virginia Retirement Systems ET Al

INCREASED

Shares20,000 from 17,900

Change+2,100 (+12%)

Value$314.0K (-$65.8K)

Filed 2026-10-28

Arizona State Retirement System

INCREASED

Shares14,779 from 14,433

Change+346 (+2%)

Value$232.0K (-$74.2K)

Filed 2026-11-03

State of Wyoming

NEW

Shares14,707

Change+14,707

Value$230.9K

Filed 2026-10-28

Nisa Investment Advisors, LLC

INCREASED

Shares14,637 from 14,572

Change+65 (+0%)

Value$229.8K (-$84.7K)

Filed 2026-10-20

Amalgamated Bank

INCREASED

Shares14,218 from 14,183

Change+35 (+0%)

Value$223 (-$300.8K)

Filed 2026-10-23

CoreCap Advisors, LLC

DECREASED

Shares14,145 from 17,404

Change-3,259 (-19%)

Value$222.1K (-$147.2K)

Filed 2026-10-08

Yousif Capital Management, LLC

DECREASED

Shares13,619 from 13,866

Change-247 (-2%)

Value$213.8K (-$80.4K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares12,912 from 12,441

Change+471 (+4%)

Value$202.7K (-$61.3K)

Filed 2026-11-03

Optimist Retirement Group LLC

UNCHANGED

Shares12,454 from 12,454

Change0 (0%)

Value$195.5K (-$68.7K)

Filed 2026-10-30

Oregon Public Employees Retirement Fund

INCREASED

Shares12,316 from 11,916

Change+400 (+3%)

Value$193.4K (-$59.5K)

Filed 2026-10-30

State of Alaska, Department of Revenue

DECREASED

Shares12,082 from 20,463

Change-8,381 (-41%)

Value$189 (-$432.8K)

Filed 2026-10-15

Maryland State Retirement & Pension System

NEW

Shares12,075

Change+12,075

Value$189.6K

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares11,119 from 11,337

Change-218 (-2%)

Value$174.6K (-$66.0K)

Filed 2026-11-05

Vise Technologies, Inc.

NEW

Shares10,976

Change+10,976

Value$172.3K

Filed 2026-10-29

Moody National Bank Trust Division

DECREASED

Shares10,148 from 10,719

Change-571 (-5%)

Value$159.3K (-$68.1K)

Filed 2026-10-06

Wolverine Asset Management LLC

UNCHANGED

Shares8,652 from 8,652

Change0 (0%)

Value$135.8K (-$47.8K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

INCREASED

Shares6,212 from 5,309

Change+903 (+17%)

Value$97.5K (-$15.1K)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares3,050 from 1,748

Change+1,302 (+74%)

Value$47.9K (+$10.8K)

Filed 2026-10-23

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares2,791 from 2,754

Change+37 (+1%)

Value$43.8K (-$14.6K)

Filed 2026-10-27

Gamma Investing LLC

DECREASED

Shares2,470 from 3,360

Change-890 (-26%)

Value$38.8K (-$32.5K)

Filed 2026-10-08

Security National Bank

UNCHANGED

Shares2,470 from 2,470

Change0 (0%)

Value$38.8K (-$13.6K)

Filed 2026-10-26

KBC Group NV

UNCHANGED

Shares2,454 from 2,454

Change0 (0%)

Value$39 (-$52.0K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares2,352 from 2,352

Change0 (0%)

Value$49.9K ($0)

Filed 2026-11-06

Clearstead Advisors, LLC

DECREASED

Shares1,222 from 1,344

Change-122 (-9%)

Value$19.2K (-$9.3K)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares1,215 from 85

Change+1,130 (+1329%)

Value$19.1K (+$17.3K)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares1,121 from 1,114

Change+7 (+1%)

Value$17.6K (-$6.0K)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares1,088 from 821

Change+267 (+33%)

Value$17.1K (-$334)

Filed 2026-10-08

Wolff Wiese Magana LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$15.7K (-$5.5K)

Filed 2026-10-15

Simplex Trading, LLC

NEW

Shares932

Change+932

Value$14.6K

Filed 2026-11-04

Salomon & Ludwin, LLC

DECREASED

Shares837 from 1,303

Change-466 (-36%)

Value$13.1K (-$13.9K)

Filed 2026-10-29

SJS Investment Consulting Inc.

INCREASED

Shares802 from 136

Change+666 (+490%)

Value$12.6K (+$9.7K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

INCREASED

Shares756 from 653

Change+103 (+16%)

Value$11.9K (-$2.0K)

Filed 2026-11-04

Parkside Financial Bank & Trust

INCREASED

Shares626 from 107

Change+519 (+485%)

Value$9.8K (+$7.6K)

Filed 2026-10-27

IFP Advisors, Inc

DECREASED

Shares622 from 1,214

Change-592 (-49%)

Value$9.8K (-$16.0K)

Filed 2026-10-16

Lanark Financial, Inc.

INCREASED

Shares556 from 545

Change+11 (+2%)

Value$8.7K (-$2.9K)

Filed 2026-10-26

Covestor Ltd

DECREASED

Shares496 from 512

Change-16 (-3%)

Value$7 (-$4)

Filed 2026-10-30

UMB Bank, n.a.

DECREASED

Shares465 from 489

Change-24 (-5%)

Value$7.3K (-$3.1K)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares464

Change+464

Value$7.3K

Filed 2026-10-21

Versant Capital Management, Inc

DECREASED

Shares459 from 1,193

Change-734 (-62%)

Value$7.2K (-$18.1K)

Filed 2026-10-02

True Wealth Design, LLC

DECREASED

Shares371 from 384

Change-13 (-3%)

Value$5.8K (-$2.3K)

Filed 2026-10-13

Nykredit A/S

UNCHANGED

Shares367 from 367

Change0 (0%)

Value$5.8K (-$2.0K)

Filed 2026-11-06

Essential Partners LLC

DECREASED

Shares331 from 597

Change-266 (-45%)

Value$5.2K (-$7.5K)

Filed 2026-10-14

Parallel Advisors, LLC

INCREASED

Shares326 from 291

Change+35 (+12%)

Value$5.1K (-$1.1K)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares302 from 448

Change-146 (-33%)

Value$4.7K (-$4.8K)

Filed 2026-11-05

Larson Financial Group LLC

DECREASED

Shares249 from 406

Change-157 (-39%)

Value$3.9K (-$4.7K)

Filed 2026-11-05

Pension & Wealth Management Advisors, Inc.

NEW

Shares215

Change+215

Value$3.4K

Filed 2026-10-16

Rothwell Investment Advisors, LLC

NEW

Shares175

Change+175

Value$2.7K

Filed 2026-11-06

Silver Grove Financial Group, Inc.

INCREASED

Shares174 from 98

Change+76 (+78%)

Value$2.7K (+$652)

Filed 2026-11-05

Farmers & Merchants Investments Inc

INCREASED

Shares57 from 35

Change+22 (+63%)

Value$895 (+$152)

Filed 2026-10-22

Cedar Mountain Advisors, LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$879 (-$309)

Filed 2026-10-15

Hilton Head Capital Partners, LLC

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$801 (-$281)

Filed 2026-10-23

Arlington Trust Co LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$691 (-$243)

Filed 2026-10-20

Ascentis Wealth Management, LLC

NEW

Shares42

Change+42

Value$659

Filed 2026-11-03

Paladin Partners, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$393 (-$138)

Filed 2026-10-06

Zions Bancorporation, National Association

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$377 (-$132)

Filed 2026-11-06

UMB Private Wealth Management, LLC

NEW

Shares23

Change+23

Value$361

Filed 2026-10-19

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$361 (-$127)

Filed 2026-10-05

Valley National Advisers Inc

NEW

Shares21

Change+21

Value$330

Filed 2026-10-23

Trust Co

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$251 (-$89)

Filed 2026-10-09

JFS Wealth Advisors, LLC

NEW

Shares14

Change+14

Value$220

Filed 2026-11-03

Gilpin Wealth Management, LLC

DECREASED

Shares9 from 13

Change-4 (-31%)

Value$142 (-$134)

Filed 2026-10-09

Signature Resources Capital Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$49 (-$15)

Filed 2026-10-16

Proathlete Wealth Management LLC

NEW

Shares0

Change0

Value$0

Filed 2026-10-15

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 47,828

Change-47,828 (-100%)

Value$0 (-$1.0M)

Filed 2026-11-06

Amundi

CLOSED

Shares0 from 30,726

Change-30,726 (-100%)

Value$0 (-$652.0K)

Filed 2026-11-06

First Citizens Bank & Trust Co

CLOSED

Shares0 from 19,365

Change-19,365 (-100%)

Value$0 (-$410.9K)

Filed 2026-10-14

Saxon Interests, Inc.

CLOSED

Shares0 from 9,495

Change-9,495 (-100%)

Value$0 (-$201.5K)

Filed 2026-10-26

Islay Capital Management, LLC

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$15.9K)

Filed 2026-10-20

AdvisorNet Financial, Inc

CLOSED

Shares0 from 432

Change-432 (-100%)

Value$0 (-$9.2K)

Filed 2026-10-15

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 338

Change-338 (-100%)

Value$0 (-$7.2K)

Filed 2026-10-20

Main Street Group, LTD

CLOSED

Shares0 from 240

Change-240 (-100%)

Value$0 (-$5.1K)

Filed 2026-10-28

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 66

Change-66 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-07

Stone House Investment Management, LLC

CLOSED

Shares0 from 59

Change-59 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-23

Fulcrum Asset Management LLP

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$834)

Filed 2026-11-04

Capital Advisors, Ltd. LLC

CLOSED

Shares0 from 38

Change-38 (-100%)

Value$0 (-$1)

Filed 2026-10-27

Avion Wealth

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 ($0)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$233)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-06

Davis Capital Management

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$64)

Filed 2026-10-08

BlackRock, Inc.

N/A

Shares— from 9,152,511

Change-9,152,511 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,234,326

Change-4,234,326 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,312,579

Change-3,312,579 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,468,483

Change-2,468,483 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,407,712

Change-2,407,712 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,327,538

Change-2,327,538 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 1,770,257

Change-1,770,257 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 1,189,215

Change-1,189,215 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,155,346

Change-1,155,346 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,104,571

Change-1,104,571 (-100%)

Value—

Huber Capital Management LLC

N/A

Shares— from 1,061,869

Change-1,061,869 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,047,419

Change-1,047,419 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 853,179

Change-853,179 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 831,810

Change-831,810 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 720,150

Change-720,150 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 709,357

Change-709,357 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 675,057

Change-675,057 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 651,996

Change-651,996 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 579,041

Change-579,041 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 450,923

Change-450,923 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 437,058

Change-437,058 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 410,710

Change-410,710 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 394,376

Change-394,376 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 357,337

Change-357,337 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 354,744

Change-354,744 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 348,824

Change-348,824 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 321,099

Change-321,099 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 306,014

Change-306,014 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 296,542

Change-296,542 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 294,594

Change-294,594 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 286,621

Change-286,621 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 262,831

Change-262,831 (-100%)

Value—

Miller Value Partners, LLC

N/A

Shares— from 258,000

Change-258,000 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 251,447

Change-251,447 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 236,744

Change-236,744 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 234,921

Change-234,921 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 221,265

Change-221,265 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 188,883

Change-188,883 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 182,312

Change-182,312 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 182,289

Change-182,289 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 180,319

Change-180,319 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 180,284

Change-180,284 (-100%)

Value—

UBS Group AG

N/A

Shares— from 179,366

Change-179,366 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 168,344

Change-168,344 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 158,362

Change-158,362 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 157,506

Change-157,506 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 154,942

Change-154,942 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 143,592

Change-143,592 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 142,832

Change-142,832 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 141,470

Change-141,470 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 136,873

Change-136,873 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 136,656

Change-136,656 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 135,250

Change-135,250 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 131,517

Change-131,517 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 131,437

Change-131,437 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 127,100

Change-127,100 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 118,017

Change-118,017 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 115,280

Change-115,280 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 114,141

Change-114,141 (-100%)

Value—

Clark Estates Inc

N/A

Shares— from 113,000

Change-113,000 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 109,568

Change-109,568 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 105,000

Change-105,000 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 101,959

Change-101,959 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 98,304

Change-98,304 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 90,403

Change-90,403 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 90,139

Change-90,139 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 88,798

Change-88,798 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 85,860

Change-85,860 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 83,200

Change-83,200 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 82,978

Change-82,978 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 74,030

Change-74,030 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 71,528

Change-71,528 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 68,727

Change-68,727 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 67,585

Change-67,585 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 63,228

Change-63,228 (-100%)

Value—

Mork Capital Management, LLC

N/A

Shares— from 62,610

Change-62,610 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 58,810

Change-58,810 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 57,253

Change-57,253 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 57,072

Change-57,072 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 56,129

Change-56,129 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 55,472

Change-55,472 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 54,793

Change-54,793 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 53,604

Change-53,604 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 48,430

Change-48,430 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 46,588

Change-46,588 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 42,320

Change-42,320 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 42,271

Change-42,271 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 41,862

Change-41,862 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 41,530

Change-41,530 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 39,836

Change-39,836 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 37,140

Change-37,140 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 33,086

Change-33,086 (-100%)

Value—

Optimize Financial Inc.

N/A

Shares— from 32,482

Change-32,482 (-100%)

Value—

Sound Capital Solutions LLC

N/A

Shares— from 32,482

Change-32,482 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 32,350

Change-32,350 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 30,530

Change-30,530 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 26,864

Change-26,864 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 26,048

Change-26,048 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 25,335

Change-25,335 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 24,700

Change-24,700 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 23,555

Change-23,555 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 23,495

Change-23,495 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 23,051

Change-23,051 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 22,708

Change-22,708 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 22,574

Change-22,574 (-100%)

Value—

Vinva Investment Management Ltd

N/A

Shares— from 21,678

Change-21,678 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 21,676

Change-21,676 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 21,651

Change-21,651 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 21,277

Change-21,277 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 20,667

Change-20,667 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 19,953

Change-19,953 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 18,820

Change-18,820 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 18,579

Change-18,579 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 18,499

Change-18,499 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 16,860

Change-16,860 (-100%)

Value—

Krane Funds Advisors LLC

N/A

Shares— from 15,987

Change-15,987 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 15,737

Change-15,737 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 15,612

Change-15,612 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 14,801

Change-14,801 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 13,632

Change-13,632 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 13,151

Change-13,151 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 12,797

Change-12,797 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 11,817

Change-11,817 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 11,800

Change-11,800 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,710

Change-11,710 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 11,588

Change-11,588 (-100%)

Value—

Stephens Inc

N/A

Shares— from 11,563

Change-11,563 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 11,180

Change-11,180 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 11,168

Change-11,168 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 10,596

Change-10,596 (-100%)

Value—

Allstate Corp

N/A

Shares— from 9,584

Change-9,584 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 8,594

Change-8,594 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 6,390

Change-6,390 (-100%)

Value—

Palouse Capital Management, Inc.

N/A

Shares— from 5,807

Change-5,807 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,690

Change-5,690 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,015

Change-5,015 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 4,330

Change-4,330 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,281

Change-4,281 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 3,310

Change-3,310 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 2,167

Change-2,167 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 600

Change-600 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 537

Change-537 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 461

Change-461 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 374

Change-374 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 335

Change-335 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 312

Change-312 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 269

Change-269 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 259

Change-259 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 224

Change-224 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 151

Change-151 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 132

Change-132 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 50

Change-50 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 0

Change0

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	3,119,714	2,744,730	+374,984	+14%	$58.2M	$49.0M	-$9.3M	2026-11-04
LSV Asset Management	INCREASED	2,303,779	2,280,279	+23,500	+1%	$48.4M	$36.2K	-$48.4M	2026-11-06
Geode Capital Management, LLC	DECREASED	1,395,570	1,468,034	-72,464	-5%	$31.2M	$21.9M	-$9.2M	2026-11-06
Bank of New York Mellon Corp	INCREASED	892,777	888,866	+3,911	+0%	$18.9M	$14.0M	-$4.8M	2026-11-05
Principal Financial Group Inc	INCREASED	391,156	307,996	+83,160	+27%	$6.5M	$6.1M	-$394.5K	2026-11-02
One Way Holdings LLC	NEW	357,316	—	+357,316	—	—	$5.6M	—	2026-10-29
Creative Planning	INCREASED	325,466	271,002	+54,464	+20%	$5.8M	$5.1M	-$640.8K	2026-11-02
CX Institutional	NEW	294,173	—	+294,173	—	—	$4.6K	—	2026-10-02
Barclays PLC	INCREASED	169,075	55,050	+114,025	+207%	$1.2M	$2.7M	+$1.5M	2026-11-06
Venture Visionary Partners LLC	INCREASED	157,858	91,367	+66,491	+73%	$1.9M	$2.5M	+$539.6K	2026-10-07
Citigroup Inc	INCREASED	148,680	32,590	+116,090	+356%	$691.6K	$2.3M	+$1.6M	2026-11-04
Sepio Capital, LP	UNCHANGED	144,609	144,609	0	0%	$3.1M	$2.3M	-$798.2K	2026-10-22
Lido Advisors, LLC	INCREASED	124,958	124,926	+32	+0%	$2.7M	$2.0M	-$689.2K	2026-11-04
Russell Investments Group, Ltd.	DECREASED	91,304	192,157	-100,853	-52%	$4.1M	$1.4M	-$2.6M	2026-11-06
Exchange Traded Concepts, LLC	NEW	88,873	—	+88,873	—	—	$1.4M	—	2026-10-28
Y-Intercept (Hong Kong) Ltd	INCREASED	82,866	37,945	+44,921	+118%	$805.2K	$1.3M	+$495.8K	2026-10-16
Range Financial Group LLC	DECREASED	82,390	82,907	-517	-1%	$1.8M	$1.3M	-$465.8K	2026-10-21
LPL Financial LLC	INCREASED	81,299	72,880	+8,419	+12%	$1.5M	$1.3M	-$270.1K	2026-11-06
Beacon Financial Group	INCREASED	77,068	76,108	+960	+1%	$1.6M	$1.2M	-$405.0K	2026-10-19
Kendall Capital Management	INCREASED	66,315	58,130	+8,185	+14%	$1.2M	$1.0M	-$192.4K	2026-10-23
New York State Teachers Retirement System	DECREASED	62,693	62,920	-227	0%	$1.3M	$984	-$1.3M	2026-10-22
Deutsche Bank Ag\	DECREASED	54,971	59,325	-4,354	-7%	$1.3M	$863.0K	-$395.8K	2026-11-06
DekaBank Deutsche Girozentrale	INCREASED	43,442	1,082	+42,360	+3915%	$19	$674	+$655	2026-10-27
Inspire Investing, LLC	INCREASED	41,475	32,830	+8,645	+26%	$696.7K	$651.2K	-$45.5K	2026-10-22
Summit Global Investments	INCREASED	38,648	36,700	+1,948	+5%	$779.0K	$607	-$778.4K	2026-10-28
Redhawk Wealth Advisors, Inc.	INCREASED	35,642	22,236	+13,406	+60%	$471.8K	$559.6K	+$87.7K	2026-10-14
Thrivent Financial for Lutherans	INCREASED	34,855	34,452	+403	+1%	$731.0K	$547	-$730.5K	2026-11-05
Achmea Investment Management B.V.	NEW	32,200	—	+32,200	—	—	$505.9K	—	2026-10-30
Wealth Enhancement Advisory Services, LLC	DECREASED	29,110	29,413	-303	-1%	$622.4K	$456.7K	-$165.6K	2026-10-13
Diversified Trust Co	INCREASED	28,624	28,489	+135	+0%	$604.5K	$449.4K	-$155.1K	2026-11-06
Illinois Municipal Retirement Fund	DECREASED	27,489	29,660	-2,171	-7%	$629.4K	$431.6K	-$197.8K	2026-11-05
Louisiana State Employees Retirement System	INCREASED	23,300	23,000	+300	+1%	$488.1K	$365.8K	-$122.3K	2026-10-20
Olympiad Research LP	NEW	21,997	—	+21,997	—	—	$345.4K	—	2026-11-04
WBI Investments, LLC	INCREASED	21,072	13,049	+8,023	+61%	$276.9K	$330.8K	+$53.9K	2026-11-05
Virginia Retirement Systems ET Al	INCREASED	20,000	17,900	+2,100	+12%	$379.8K	$314.0K	-$65.8K	2026-10-28
Arizona State Retirement System	INCREASED	14,779	14,433	+346	+2%	$306.3K	$232.0K	-$74.2K	2026-11-03
State of Wyoming	NEW	14,707	—	+14,707	—	—	$230.9K	—	2026-10-28
Nisa Investment Advisors, LLC	INCREASED	14,637	14,572	+65	+0%	$314.5K	$229.8K	-$84.7K	2026-10-20
Amalgamated Bank	INCREASED	14,218	14,183	+35	+0%	$301.0K	$223	-$300.8K	2026-10-23
CoreCap Advisors, LLC	DECREASED	14,145	17,404	-3,259	-19%	$369.3K	$222.1K	-$147.2K	2026-10-08
Yousif Capital Management, LLC	DECREASED	13,619	13,866	-247	-2%	$294.2K	$213.8K	-$80.4K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	12,912	12,441	+471	+4%	$264.0K	$202.7K	-$61.3K	2026-11-03
Optimist Retirement Group LLC	UNCHANGED	12,454	12,454	0	0%	$264.3K	$195.5K	-$68.7K	2026-10-30
Oregon Public Employees Retirement Fund	INCREASED	12,316	11,916	+400	+3%	$252.9K	$193.4K	-$59.5K	2026-10-30
State of Alaska, Department of Revenue	DECREASED	12,082	20,463	-8,381	-41%	$433.0K	$189	-$432.8K	2026-10-15
Maryland State Retirement & Pension System	NEW	12,075	—	+12,075	—	—	$189.6K	—	2026-11-05
Fifth Third Bancorp	DECREASED	11,119	11,337	-218	-2%	$240.6K	$174.6K	-$66.0K	2026-11-05
Vise Technologies, Inc.	NEW	10,976	—	+10,976	—	—	$172.3K	—	2026-10-29
Moody National Bank Trust Division	DECREASED	10,148	10,719	-571	-5%	$227.5K	$159.3K	-$68.1K	2026-10-06
Wolverine Asset Management LLC	UNCHANGED	8,652	8,652	0	0%	$183.6K	$135.8K	-$47.8K	2026-11-02
PNC Financial Services Group, Inc.	INCREASED	6,212	5,309	+903	+17%	$112.7K	$97.5K	-$15.1K	2026-11-06
Signaturefd, LLC	INCREASED	3,050	1,748	+1,302	+74%	$37.1K	$47.9K	+$10.8K	2026-10-23
Pinnacle Wealth Planning Services, Inc.	INCREASED	2,791	2,754	+37	+1%	$58.4K	$43.8K	-$14.6K	2026-10-27
Gamma Investing LLC	DECREASED	2,470	3,360	-890	-26%	$71.3K	$38.8K	-$32.5K	2026-10-08
Security National Bank	UNCHANGED	2,470	2,470	0	0%	$52.4K	$38.8K	-$13.6K	2026-10-26
KBC Group NV	UNCHANGED	2,454	2,454	0	0%	$52.0K	$39	-$52.0K	2026-10-22
Allworth Financial LP	UNCHANGED	2,352	2,352	0	0%	$49.9K	$49.9K	$0	2026-11-06
Clearstead Advisors, LLC	DECREASED	1,222	1,344	-122	-9%	$28.5K	$19.2K	-$9.3K	2026-11-06
SBI Securities Co., Ltd.	INCREASED	1,215	85	+1,130	+1329%	$1.8K	$19.1K	+$17.3K	2026-10-22
Sterling Capital Management LLC	INCREASED	1,121	1,114	+7	+1%	$23.6K	$17.6K	-$6.0K	2026-10-22
Farther Finance Advisors, LLC	INCREASED	1,088	821	+267	+33%	$17.4K	$17.1K	-$334	2026-10-08
Wolff Wiese Magana LLC	UNCHANGED	1,000	1,000	0	0%	$21.2K	$15.7K	-$5.5K	2026-10-15
Simplex Trading, LLC	NEW	932	—	+932	—	—	$14.6K	—	2026-11-04
Salomon & Ludwin, LLC	DECREASED	837	1,303	-466	-36%	$27.0K	$13.1K	-$13.9K	2026-10-29
SJS Investment Consulting Inc.	INCREASED	802	136	+666	+490%	$2.9K	$12.6K	+$9.7K	2026-10-26
EverSource Wealth Advisors, LLC	INCREASED	756	653	+103	+16%	$13.9K	$11.9K	-$2.0K	2026-11-04
Parkside Financial Bank & Trust	INCREASED	626	107	+519	+485%	$2.3K	$9.8K	+$7.6K	2026-10-27
IFP Advisors, Inc	DECREASED	622	1,214	-592	-49%	$25.8K	$9.8K	-$16.0K	2026-10-16
Lanark Financial, Inc.	INCREASED	556	545	+11	+2%	$11.6K	$8.7K	-$2.9K	2026-10-26
Covestor Ltd	DECREASED	496	512	-16	-3%	$11	$7	-$4	2026-10-30
UMB Bank, n.a.	DECREASED	465	489	-24	-5%	$10.4K	$7.3K	-$3.1K	2026-11-06
Root Financial Partners, LLC	NEW	464	—	+464	—	—	$7.3K	—	2026-10-21
Versant Capital Management, Inc	DECREASED	459	1,193	-734	-62%	$25.3K	$7.2K	-$18.1K	2026-10-02
True Wealth Design, LLC	DECREASED	371	384	-13	-3%	$8.1K	$5.8K	-$2.3K	2026-10-13
Nykredit A/S	UNCHANGED	367	367	0	0%	$7.8K	$5.8K	-$2.0K	2026-11-06
Essential Partners LLC	DECREASED	331	597	-266	-45%	$12.7K	$5.2K	-$7.5K	2026-10-14
Parallel Advisors, LLC	INCREASED	326	291	+35	+12%	$6.2K	$5.1K	-$1.1K	2026-11-03
US Bancorp \de\	DECREASED	302	448	-146	-33%	$9.5K	$4.7K	-$4.8K	2026-11-05
Larson Financial Group LLC	DECREASED	249	406	-157	-39%	$8.6K	$3.9K	-$4.7K	2026-11-05
Pension & Wealth Management Advisors, Inc.	NEW	215	—	+215	—	—	$3.4K	—	2026-10-16
Rothwell Investment Advisors, LLC	NEW	175	—	+175	—	—	$2.7K	—	2026-11-06
Silver Grove Financial Group, Inc.	INCREASED	174	98	+76	+78%	$2.1K	$2.7K	+$652	2026-11-05
Farmers & Merchants Investments Inc	INCREASED	57	35	+22	+63%	$743	$895	+$152	2026-10-22
Cedar Mountain Advisors, LLC	UNCHANGED	56	56	0	0%	$1.2K	$879	-$309	2026-10-15
Hilton Head Capital Partners, LLC	UNCHANGED	51	51	0	0%	$1.1K	$801	-$281	2026-10-23
Arlington Trust Co LLC	UNCHANGED	44	44	0	0%	$934	$691	-$243	2026-10-20
Ascentis Wealth Management, LLC	NEW	42	—	+42	—	—	$659	—	2026-11-03
Paladin Partners, LLC	UNCHANGED	25	25	0	0%	$531	$393	-$138	2026-10-06
Zions Bancorporation, National Association	UNCHANGED	24	24	0	0%	$509	$377	-$132	2026-11-06
UMB Private Wealth Management, LLC	NEW	23	—	+23	—	—	$361	—	2026-10-19
MassMutual Private Wealth & Trust, FSB	UNCHANGED	23	23	0	0%	$488	$361	-$127	2026-10-05
Valley National Advisers Inc	NEW	21	—	+21	—	—	$330	—	2026-10-23
Trust Co	UNCHANGED	16	16	0	0%	$340	$251	-$89	2026-10-09
JFS Wealth Advisors, LLC	NEW	14	—	+14	—	—	$220	—	2026-11-03
Gilpin Wealth Management, LLC	DECREASED	9	13	-4	-31%	$276	$142	-$134	2026-10-09
Signature Resources Capital Management, LLC	UNCHANGED	3	3	0	0%	$64	$49	-$15	2026-10-16
Proathlete Wealth Management LLC	NEW	0	—	0	—	—	$0	—	2026-10-15
Kestra Private Wealth Services, LLC	CLOSED	0	47,828	-47,828	-100%	$1.0M	$0	-$1.0M	2026-11-06
Amundi	CLOSED	0	30,726	-30,726	-100%	$652.0K	$0	-$652.0K	2026-11-06
First Citizens Bank & Trust Co	CLOSED	0	19,365	-19,365	-100%	$410.9K	$0	-$410.9K	2026-10-14
Saxon Interests, Inc.	CLOSED	0	9,495	-9,495	-100%	$201.5K	$0	-$201.5K	2026-10-26
Islay Capital Management, LLC	CLOSED	0	750	-750	-100%	$15.9K	$0	-$15.9K	2026-10-20
AdvisorNet Financial, Inc	CLOSED	0	432	-432	-100%	$9.2K	$0	-$9.2K	2026-10-15
Physician Wealth Advisors, Inc.	CLOSED	0	338	-338	-100%	$7.2K	$0	-$7.2K	2026-10-20
Main Street Group, LTD	CLOSED	0	240	-240	-100%	$5.1K	$0	-$5.1K	2026-10-28
Wealth Enhancement Trust Services, Inc.	CLOSED	0	66	-66	-100%	$1.4K	$0	-$1.4K	2026-10-07
Stone House Investment Management, LLC	CLOSED	0	59	-59	-100%	$1.3K	$0	-$1.3K	2026-10-23
Fulcrum Asset Management LLP	CLOSED	0	40	-40	-100%	$834	$0	-$834	2026-11-04
Capital Advisors, Ltd. LLC	CLOSED	0	38	-38	-100%	$1	$0	-$1	2026-10-27
Avion Wealth	CLOSED	0	29	-29	-100%	$0	$0	$0	2026-11-04
Plante Moran Financial Advisors, LLC	CLOSED	0	11	-11	-100%	$233	$0	-$233	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-06
Davis Capital Management	CLOSED	0	3	-3	-100%	$64	$0	-$64	2026-10-08
BlackRock, Inc.	N/A	—	9,152,511	-9,152,511	-100%	$194.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,234,326	-4,234,326	-100%	$89.9M	—	—	—
FMR LLC	N/A	—	3,312,579	-3,312,579	-100%	$70.3M	—	—	—
State Street Corp	N/A	—	2,468,483	-2,468,483	-100%	$53.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,407,712	-2,407,712	-100%	$51.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,327,538	-2,327,538	-100%	$49.4M	—	—	—
IEQ Capital, LLC	N/A	—	1,770,257	-1,770,257	-100%	$37.6M	—	—	—
Bragg Financial Advisors, Inc	N/A	—	1,189,215	-1,189,215	-100%	$25.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,155,346	-1,155,346	-100%	$24.5M	—	—	—
Wellington Management Group LLP	N/A	—	1,104,571	-1,104,571	-100%	$23.4M	—	—	—
Huber Capital Management LLC	N/A	—	1,061,869	-1,061,869	-100%	$22.5M	—	—	—
Morgan Stanley	N/A	—	1,047,419	-1,047,419	-100%	$22.2M	—	—	—
American Century Companies Inc	N/A	—	853,179	-853,179	-100%	$18.1M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	831,810	-831,810	-100%	$17.7M	—	—	—
AQR Capital Management LLC	N/A	—	720,150	-720,150	-100%	$15.3M	—	—	—
Millennium Management LLC	N/A	—	709,357	-709,357	-100%	$15.1M	—	—	—
Northern Trust Corp	N/A	—	675,057	-675,057	-100%	$14.3M	—	—	—
Kennedy Capital Management LLC	N/A	—	651,996	-651,996	-100%	$13.8M	—	—	—
Invesco Ltd.	N/A	—	579,041	-579,041	-100%	$12.3M	—	—	—
Pacer Advisors, Inc.	N/A	—	450,923	-450,923	-100%	$9.6M	—	—	—
Citadel Advisors LLC	N/A	—	437,058	-437,058	-100%	$9.3M	—	—	—
Marshall Wace, LLP	N/A	—	410,710	-410,710	-100%	$8.7M	—	—	—
Victory Capital Management Inc	N/A	—	394,376	-394,376	-100%	$8.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	357,337	-357,337	-100%	$7.6M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	354,744	-354,744	-100%	$7.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	348,824	-348,824	-100%	$7.4M	—	—	—
Panagora Asset Management Inc	N/A	—	321,099	-321,099	-100%	$6.8M	—	—	—
CSM Advisors, LLC	N/A	—	306,014	-306,014	-100%	$6.5M	—	—	—
Allianz Asset Management GmbH	N/A	—	296,542	-296,542	-100%	$6.3M	—	—	—
Bank of America Corp	N/A	—	294,594	-294,594	-100%	$6.3M	—	—	—
Qube Research & Technologies Ltd	N/A	—	286,621	-286,621	-100%	$6.1M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	262,831	-262,831	-100%	$5.6M	—	—	—
Miller Value Partners, LLC	N/A	—	258,000	-258,000	-100%	$5.5M	—	—	—
Peregrine Capital Management LLC	N/A	—	251,447	-251,447	-100%	$5.3M	—	—	—
Empowered Funds, LLC	N/A	—	236,744	-236,744	-100%	$5.0M	—	—	—
Balyasny Asset Management L.P.	N/A	—	234,921	-234,921	-100%	$5.0M	—	—	—
First Trust Advisors LP	N/A	—	221,265	-221,265	-100%	$4.7M	—	—	—
SEI Investments Co	N/A	—	188,883	-188,883	-100%	$4.0M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	182,312	-182,312	-100%	$3.9M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	182,289	-182,289	-100%	$3.9M	—	—	—
XTX Topco Ltd	N/A	—	180,319	-180,319	-100%	$3.8M	—	—	—
Public Sector Pension Investment Board	N/A	—	180,284	-180,284	-100%	$3.8M	—	—	—
UBS Group AG	N/A	—	179,366	-179,366	-100%	$3.8M	—	—	—
Nuveen, LLC	N/A	—	168,344	-168,344	-100%	$3.6M	—	—	—
Ameriprise Financial Inc	N/A	—	158,362	-158,362	-100%	$3.4M	—	—	—
Trexquant Investment LP	N/A	—	157,506	-157,506	-100%	$3.3M	—	—	—
Inspire Advisors, LLC	N/A	—	154,942	-154,942	-100%	$3.3M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	143,592	-143,592	-100%	$3.0M	—	—	—
Raymond James Financial Inc	N/A	—	142,832	-142,832	-100%	$3.0M	—	—	—
Quantinno Capital Management LP	N/A	—	141,470	-141,470	-100%	$3.0M	—	—	—
Rhumbline Advisers	N/A	—	136,873	-136,873	-100%	$2.9M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	136,656	-136,656	-100%	$2.9M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	135,250	-135,250	-100%	$2.9M	—	—	—
Intech Investment Management LLC	N/A	—	131,517	-131,517	-100%	$2.8M	—	—	—
Picton Mahoney Asset Management	N/A	—	131,437	-131,437	-100%	$2.8M	—	—	—
Jump Financial, LLC	N/A	—	127,100	-127,100	-100%	$2.7M	—	—	—
Legal & General Group Plc	N/A	—	118,017	-118,017	-100%	$2.5M	—	—	—
Two Sigma Investments, LP	N/A	—	115,280	-115,280	-100%	$2.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	114,141	-114,141	-100%	$2.4M	—	—	—
Clark Estates Inc	N/A	—	113,000	-113,000	-100%	$2.4M	—	—	—
Algert Global LLC	N/A	—	109,568	-109,568	-100%	$2.3M	—	—	—
Swiss National Bank	N/A	—	105,000	-105,000	-100%	$2.2M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	101,959	-101,959	-100%	$2.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	98,304	-98,304	-100%	$2.1M	—	—	—
Point72 Asset Management, L.P.	N/A	—	90,403	-90,403	-100%	$1.9M	—	—	—
Cerity Partners LLC	N/A	—	90,139	-90,139	-100%	$1.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	88,798	-88,798	-100%	$1.9M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	85,860	-85,860	-100%	$1.8M	—	—	—
Renaissance Technologies LLC	N/A	—	83,200	-83,200	-100%	$1.8M	—	—	—
Royal Bank of Canada	N/A	—	82,978	-82,978	-100%	$1.8M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	74,030	-74,030	-100%	$1.6M	—	—	—
Alliancebernstein L.P.	N/A	—	71,528	-71,528	-100%	$1.3M	—	—	—
JPMorgan Chase & Co	N/A	—	68,727	-68,727	-100%	$1.5M	—	—	—
Wells Fargo & Company	N/A	—	67,585	-67,585	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	63,228	-63,228	-100%	$1.3M	—	—	—
Mork Capital Management, LLC	N/A	—	62,610	-62,610	-100%	$1.3M	—	—	—
Engineers Gate Manager LP	N/A	—	58,810	-58,810	-100%	$1.2M	—	—	—
California State Teachers Retirement System	N/A	—	57,253	-57,253	-100%	$1.2M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	57,072	-57,072	-100%	$1.2M	—	—	—
Guggenheim Capital LLC	N/A	—	56,129	-56,129	-100%	$1.2M	—	—	—
Prudential Financial Inc	N/A	—	55,472	-55,472	-100%	$1.2M	—	—	—
EntryPoint Capital, LLC	N/A	—	54,793	-54,793	-100%	$1.2M	—	—	—
Canada Life Assurance Co	N/A	—	53,604	-53,604	-100%	$1.1M	—	—	—
Capital Fund Management S.A.	N/A	—	48,430	-48,430	-100%	$1.0M	—	—	—
Squarepoint Ops LLC	N/A	—	46,588	-46,588	-100%	$988.6K	—	—	—
SG Americas Securities, LLC	N/A	—	42,320	-42,320	-100%	$898.0K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	42,271	-42,271	-100%	$897.0K	—	—	—
Horizon Investments, LLC	N/A	—	41,862	-41,862	-100%	$888.3K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	41,530	-41,530	-100%	$881.3K	—	—	—
HSBC Holdings PLC	N/A	—	39,836	-39,836	-100%	$838.1K	—	—	—
Focus Partners Wealth	N/A	—	37,140	-37,140	-100%	$788.5K	—	—	—
Franklin Resources Inc	N/A	—	33,086	-33,086	-100%	$702.1K	—	—	—
Optimize Financial Inc.	N/A	—	32,482	-32,482	-100%	$689.3K	—	—	—
Sound Capital Solutions LLC	N/A	—	32,482	-32,482	-100%	$689.3K	—	—	—
MetLife Investment Management, LLC	N/A	—	32,350	-32,350	-100%	$686.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	30,530	-30,530	-100%	$647.8K	—	—	—
Blueshift Asset Management, LLC	N/A	—	26,864	-26,864	-100%	$570.1K	—	—	—
Mariner, LLC	N/A	—	26,048	-26,048	-100%	$552.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	25,335	-25,335	-100%	$537.6K	—	—	—
Winton Group Ltd	N/A	—	24,700	-24,700	-100%	$524.1K	—	—	—
Jupiter Topco LLC	N/A	—	23,555	-23,555	-100%	$499.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	23,495	-23,495	-100%	$498.6K	—	—	—
Truvestments Capital LLC	N/A	—	23,051	-23,051	-100%	$489.1K	—	—	—
PFG Investments, LLC	N/A	—	22,708	-22,708	-100%	$481.9K	—	—	—
Freestone Grove Partners LP	N/A	—	22,574	-22,574	-100%	$479.0K	—	—	—
Vinva Investment Management Ltd	N/A	—	21,678	-21,678	-100%	$657.2K	—	—	—
Voya Investment Management LLC	N/A	—	21,676	-21,676	-100%	$460.0K	—	—	—
New York State Common Retirement Fund	N/A	—	21,651	-21,651	-100%	$459.4K	—	—	—
Aquatic Capital Management LLC	N/A	—	21,277	-21,277	-100%	$451.5K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	20,667	-20,667	-100%	$438.6K	—	—	—
Quadrature Capital Ltd	N/A	—	19,953	-19,953	-100%	$423.4K	—	—	—
Rafferty Asset Management, LLC	N/A	—	18,820	-18,820	-100%	$399.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	18,579	-18,579	-100%	$394.2K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	18,499	-18,499	-100%	$392.5K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	16,860	-16,860	-100%	$357.8K	—	—	—
Krane Funds Advisors LLC	N/A	—	15,987	-15,987	-100%	$339.2K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	15,737	-15,737	-100%	$333.9K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	15,612	-15,612	-100%	$331.3K	—	—	—
Brevan Howard Capital Management LP	N/A	—	14,801	-14,801	-100%	$314.1K	—	—	—
CIBC World Market Inc.	N/A	—	13,632	-13,632	-100%	$289.3K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	13,151	-13,151	-100%	$279.0K	—	—	—
Boothbay Fund Management, LLC	N/A	—	12,797	-12,797	-100%	$271.6K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	11,817	-11,817	-100%	$250.8K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	11,800	-11,800	-100%	$254.3K	—	—	—
Captrust Financial Advisors	N/A	—	11,710	-11,710	-100%	$248.5K	—	—	—
Jupiter Asset Management LTD	N/A	—	11,588	-11,588	-100%	$245.9K	—	—	—
Stephens Inc	N/A	—	11,563	-11,563	-100%	$245.4K	—	—	—
SummitTX Capital, L.P.	N/A	—	11,180	-11,180	-100%	$237.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	11,168	-11,168	-100%	$237.0K	—	—	—
Tidal Investments LLC	N/A	—	10,596	-10,596	-100%	$224.8K	—	—	—
Allstate Corp	N/A	—	9,584	-9,584	-100%	$203.4K	—	—	—
National Bank of Canada	N/A	—	8,594	-8,594	-100%	$182.3K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	6,390	-6,390	-100%	$136.0K	—	—	—
Palouse Capital Management, Inc.	N/A	—	5,807	-5,807	-100%	$123.2K	—	—	—
Arax Advisory Partners	N/A	—	5,690	-5,690	-100%	$120.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,015	-5,015	-100%	$106.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	4,330	-4,330	-100%	$91.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,281	-4,281	-100%	$90.9K	—	—	—
Hantz Financial Services, Inc.	N/A	—	3,310	-3,310	-100%	$70.0K	—	—	—
Quantbot Technologies LP	N/A	—	2,167	-2,167	-100%	$46.0K	—	—	—
Nomura Asset Management Co LTD	N/A	—	1,500	-1,500	-100%	$31.8K	—	—	—
Purpose Unlimited Inc.	N/A	—	600	-600	-100%	$12.9K	—	—	—
Walleye Capital LLC	N/A	—	537	-537	-100%	$11.4K	—	—	—
Rothschild Investment LLC	N/A	—	461	-461	-100%	$9.8K	—	—	—
Front Row Advisors LLC	N/A	—	374	-374	-100%	$7.1K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	335	-335	-100%	$7.1K	—	—	—
Optiver Holding B.V.	N/A	—	312	-312	-100%	$6.6K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	269	-269	-100%	$5.7K	—	—	—
Bessemer Group Inc	N/A	—	259	-259	-100%	$6	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	250	-250	-100%	$5.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	224	-224	-100%	$4.8K	—	—	—
Harbour Investments, Inc.	N/A	—	151	-151	-100%	$3.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	132	-132	-100%	$2.7K	—	—	—
Cornerstone Financial Management LLC	N/A	—	54	-54	-100%	$1.1K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	50	-50	-100%	$1.1K	—	—	—
WealthCollab, LLC	N/A	—	31	-31	-100%	$658	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	25	-25	-100%	$531	—	—	—
Smartleaf Asset Management LLC	N/A	—	15	-15	-100%	$313	—	—	—
Ankerstar Wealth, LLC	N/A	—	9	-9	-100%	$194	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	8	-8	-100%	$172	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$28	—	—	—
Global Retirement Partners, LLC	N/A	—	0	0	—	$1	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 276 of 276 institutions