Rush Enterprises Inc (RUSHA)

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

Shares4,647,260 from 3,278,453

Change+1,368,807 (+42%)

Value$212.9M (-$26.4M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares2,489,377 from 1,734,898

Change+754,479 (+43%)

Value$114.1M (-$12.6M)

Filed 2026-11-06

Deutsche Bank Ag\

INCREASED

Shares850,178 from 598,327

Change+251,851 (+42%)

Value$38.9M (-$4.7M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares791,716 from 540,603

Change+251,113 (+46%)

Value$36.3M (-$3.2M)

Filed 2026-11-05

Eulav Asset Management

INCREASED

Shares608,071 from 380,719

Change+227,352 (+60%)

Value$27.9M (+$68.9K)

Filed 2026-10-23

Principal Financial Group Inc

INCREASED

Shares574,350 from 359,035

Change+215,315 (+60%)

Value$26.3M (+$106.8K)

Filed 2026-11-02

Russell Investments Group, Ltd.

INCREASED

Shares487,839 from 131,320

Change+356,519 (+271%)

Value$22.3M (+$12.8M)

Filed 2026-11-06

TimesSquare Capital Management, LLC

INCREASED

Shares444,330 from 175,673

Change+268,657 (+153%)

Value$20.4M (+$7.5M)

Filed 2026-11-03

Cooke & Bieler LP

INCREASED

Shares325,633 from 292,313

Change+33,320 (+11%)

Value$14.9M (-$6.4M)

Filed 2026-10-21

Private Management Group Inc

INCREASED

Shares304,912 from 219,850

Change+85,062 (+39%)

Value$14.0M (-$2.1M)

Filed 2026-11-04

Creative Planning

INCREASED

Shares278,504 from 133,930

Change+144,574 (+108%)

Value$12.8M (+$3.0M)

Filed 2026-11-02

Granite Investment Partners, LLC

INCREASED

Shares277,348 from 143,955

Change+133,393 (+93%)

Value$12.7M (+$2.2M)

Filed 2026-11-04

New South Capital Management Inc

DECREASED

Shares270,267 from 326,808

Change-56,541 (-17%)

Value$12.4M (-$11.5M)

Filed 2026-11-05

William Blair Investment Management, LLC

INCREASED

Shares232,105 from 189,039

Change+43,066 (+23%)

Value$10.6M (-$3.2M)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

INCREASED

Shares136,266 from 66,259

Change+70,007 (+106%)

Value$6.3M (+$1.5M)

Filed 2026-11-04

Transmarket Holdings LP

NEW

Shares115,437

Change+115,437

Value$5.3M

Filed 2026-10-27

SEB Asset Management AB

DECREASED

Shares80,155 from 123,271

Change-43,116 (-35%)

Value$3.7M (-$5.3M)

Filed 2026-11-04

Ritholtz Wealth Management

INCREASED

Shares74,445 from 45,655

Change+28,790 (+63%)

Value$3.4M (+$78.2K)

Filed 2026-11-05

Prescott Group Capital Management, L.L.C.

INCREASED

Shares73,956 from 49,304

Change+24,652 (+50%)

Value$3.4M (-$210.5K)

Filed 2026-10-30

Thrivent Financial for Lutherans

INCREASED

Shares61,299 from 40,055

Change+21,244 (+53%)

Value$2.8K (-$2.9M)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares59,934 from 35,968

Change+23,966 (+67%)

Value$2.7M (+$120.5K)

Filed 2026-11-06

Great Lakes Advisors, LLC

INCREASED

Shares50,843 from 49,573

Change+1,270 (+3%)

Value$2.3M (-$1.3M)

Filed 2026-11-06

Illinois Municipal Retirement Fund

INCREASED

Shares48,671 from 32,719

Change+15,952 (+49%)

Value$2.2M (-$158.4K)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares45,761 from 9,607

Change+36,154 (+376%)

Value$2.1M (+$1.4M)

Filed 2026-10-16

Atria Investments, Inc

INCREASED

Shares42,769 from 28,650

Change+14,119 (+49%)

Value$2.0M (-$131.8K)

Filed 2026-10-15

Strs Ohio

INCREASED

Shares41,800 from 20,800

Change+21,000 (+101%)

Value$1.9M (+$396.8K)

Filed 2026-10-30

State of New Jersey Common Pension Fund D

INCREASED

Shares40,891 from 27,261

Change+13,630 (+50%)

Value$1.9M (-$116.4K)

Filed 2026-11-05

Louisiana State Employees Retirement System

INCREASED

Shares39,050 from 26,700

Change+12,350 (+46%)

Value$1.8M (-$159.8K)

Filed 2026-10-20

Corbyn Investment Management Inc

INCREASED

Shares38,690 from 26,254

Change+12,436 (+47%)

Value$1.8M (-$143.8K)

Filed 2026-10-30

Harbor Capital Advisors, Inc.

INCREASED

Shares38,422 from 31,060

Change+7,362 (+24%)

Value$1.8K (-$2.3M)

Filed 2026-10-22

Amundi

INCREASED

Shares32,195 from 13,565

Change+18,630 (+137%)

Value$1.5M (+$484.8K)

Filed 2026-11-06

Oliver Luxxe Assets LLC

INCREASED

Shares30,493 from 20,336

Change+10,157 (+50%)

Value$1.4M (-$87.3K)

Filed 2026-10-14

Kestra Advisory Services, LLC

INCREASED

Shares30,086 from 17,894

Change+12,192 (+68%)

Value$1.4M (+$72.2K)

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares27,112 from 47,534

Change-20,422 (-43%)

Value$1.2M (-$2.2M)

Filed 2026-11-04

New York State Teachers Retirement System

INCREASED

Shares26,414 from 23,788

Change+2,626 (+11%)

Value$1.2K (-$1.7M)

Filed 2026-10-22

Keybank National Association

INCREASED

Shares25,939 from 14,838

Change+11,101 (+75%)

Value$1.2M (+$105.3K)

Filed 2026-11-04

Arizona State Retirement System

INCREASED

Shares25,772 from 16,791

Change+8,981 (+53%)

Value$1.2M (-$44.9K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares25,712 from 17,357

Change+8,355 (+48%)

Value$1.2M (-$88.9K)

Filed 2026-11-06

Yousif Capital Management, LLC

INCREASED

Shares25,258 from 17,502

Change+7,756 (+44%)

Value$1.2M (-$120.3K)

Filed 2026-10-22

Amalgamated Bank

INCREASED

Shares23,798 from 16,400

Change+7,398 (+45%)

Value$1.1K (-$1.2M)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares23,448 from 14,171

Change+9,277 (+65%)

Value$1.1M (-$10.7K)

Filed 2026-10-13

US Bancorp \de\

INCREASED

Shares21,699 from 14,445

Change+7,254 (+50%)

Value$994.0K (-$60.2K)

Filed 2026-11-05

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares21,609 from 14,464

Change+7,145 (+49%)

Value$989.9K (-$65.7K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

INCREASED

Shares20,591 from 13,794

Change+6,797 (+49%)

Value$943.3K (-$63.5K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares20,365 from 8,876

Change+11,489 (+129%)

Value$932.9K (+$285.1K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares20,050 from 24,386

Change-4,336 (-18%)

Value$917 (-$1.8M)

Filed 2026-10-15

Nixon Peabody Trust Co

NEW

Shares20,000

Change+20,000

Value$916.2K

Filed 2026-10-23

Fifth Third Bancorp

INCREASED

Shares19,069 from 13,403

Change+5,666 (+42%)

Value$873.6K (-$104.6K)

Filed 2026-11-05

Retirement Planning Group, LLC

INCREASED

Shares18,507 from 12,317

Change+6,190 (+50%)

Value$847.8K (-$51.2K)

Filed 2026-10-19

SummerHaven Investment Management, LLC

NEW

Shares18,173

Change+18,173

Value$832.5K

Filed 2026-10-19

Exchange Traded Concepts, LLC

INCREASED

Shares16,897 from 8,106

Change+8,791 (+108%)

Value$774.1K (+$182.4K)

Filed 2026-10-28

Vise Technologies, Inc.

INCREASED

Shares15,631 from 10,388

Change+5,243 (+50%)

Value$716.1K (-$42.1K)

Filed 2026-10-29

State of Wyoming

INCREASED

Shares15,610 from 6,208

Change+9,402 (+151%)

Value$715.1K (+$262.0K)

Filed 2026-10-28

Pictet Asset Management Holding SA

INCREASED

Shares14,668 from 9,323

Change+5,345 (+57%)

Value$671.9K (-$8.5K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

INCREASED

Shares14,491 from 6,900

Change+7,591 (+110%)

Value$663.8K (+$160.2K)

Filed 2026-11-02

Simplicity Wealth,LLC

INCREASED

Shares13,145 from 8,834

Change+4,311 (+49%)

Value$602.2K (-$42.5K)

Filed 2026-10-23

ProShare Advisors LLC

INCREASED

Shares12,675 from 8,788

Change+3,887 (+44%)

Value$580.6K (-$60.8K)

Filed 2026-10-29

Sterling Capital Management LLC

INCREASED

Shares12,263 from 6,357

Change+5,906 (+93%)

Value$561.7K (+$97.8K)

Filed 2026-10-22

Truist Financial Corp

INCREASED

Shares12,096 from 7,621

Change+4,475 (+59%)

Value$554.1K (-$2.1K)

Filed 2026-10-30

Swiss Life Asset Management Ltd

INCREASED

Shares10,820 from 7,104

Change+3,716 (+52%)

Value$495.7K (-$22.8K)

Filed 2026-11-03

Mutual of America Capital Management LLC

INCREASED

Shares10,466 from 6,986

Change+3,480 (+50%)

Value$479.4K (-$30.4K)

Filed 2026-10-23

MacKenzie Financial Corp

INCREASED

Shares9,665 from 4,498

Change+5,167 (+115%)

Value$442.8K (+$114.5K)

Filed 2026-11-02

Xponance LLC

INCREASED

Shares9,534 from 6,132

Change+3,402 (+55%)

Value$436.8K (-$10.8K)

Filed 2026-11-03

Everett Harris & Co

INCREASED

Shares9,087 from 6,500

Change+2,587 (+40%)

Value$416.3K (-$58.1K)

Filed 2026-10-28

CIBC Asset Management Inc

INCREASED

Shares8,480 from 5,764

Change+2,716 (+47%)

Value$388.5K (-$32.2K)

Filed 2026-11-05

Daiwa Securities Group Inc.

NEW

Shares7,986

Change+7,986

Value$365.8K

Filed 2026-10-29

HUB Investment Partners, LLC

NEW

Shares7,738

Change+7,738

Value$354.5K

Filed 2026-11-03

Park Capital Management, LLC / WI

NEW

Shares7,689

Change+7,689

Value$352.2K

Filed 2026-10-13

Fifth Third Wealth Advisors LLC

NEW

Shares6,708

Change+6,708

Value$307.3K

Filed 2026-10-22

Essex Bank

INCREASED

Shares6,075 from 4,050

Change+2,025 (+50%)

Value$278.3K (-$17.3K)

Filed 2026-10-16

Virginia Retirement Systems ET Al

INCREASED

Shares6,000 from 4,000

Change+2,000 (+50%)

Value$274.9K (-$17.1K)

Filed 2026-10-28

Baron Wealth Management LLC

INCREASED

Shares5,951 from 3,732

Change+2,219 (+59%)

Value$272.6K (+$258)

Filed 2026-10-27

HB Wealth Management, LLC

INCREASED

Shares5,512 from 3,542

Change+1,970 (+56%)

Value$252.5K (-$6.0K)

Filed 2026-10-23

OpenArc Corporate Advisory, LLC

NEW

Shares5,443

Change+5,443

Value$249.3K

Filed 2026-10-21

Nisa Investment Advisors, LLC

INCREASED

Shares5,443 from 3,761

Change+1,682 (+45%)

Value$249.3K (-$25.2K)

Filed 2026-10-20

Hohimer Wealth Management, LLC

INCREASED

Shares5,057 from 3,292

Change+1,765 (+54%)

Value$231.7K (-$8.6K)

Filed 2026-11-04

Crossmark Global Holdings, Inc.

INCREASED

Shares4,926 from 3,407

Change+1,519 (+45%)

Value$225.7K (-$23.0K)

Filed 2026-10-21

Brucke Financial, Inc.

INCREASED

Shares4,767 from 2,885

Change+1,882 (+65%)

Value$218.4K (+$7.8K)

Filed 2026-10-23

Tectonic Advisors LLC

INCREASED

Shares4,748 from 3,122

Change+1,626 (+52%)

Value$217.5K (-$10.3K)

Filed 2026-10-22

Baker Ellis Asset Management LLC

INCREASED

Shares4,725 from 3,150

Change+1,575 (+50%)

Value$216.5K (-$13.5K)

Filed 2026-10-14

Parallel Advisors, LLC

INCREASED

Shares3,358 from 1,376

Change+1,982 (+144%)

Value$153.8K (+$53.4K)

Filed 2026-11-03

Nykredit A/S

INCREASED

Shares3,354 from 70

Change+3,284 (+4691%)

Value$153.6K (+$148.5K)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares2,575 from 670

Change+1,905 (+284%)

Value$118.0K (+$69.1K)

Filed 2026-10-23

Bayforest Capital Ltd

INCREASED

Shares2,564 from 1,367

Change+1,197 (+88%)

Value$117.5K (+$17.7K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

INCREASED

Shares2,428 from 1,257

Change+1,171 (+93%)

Value$111.2K (+$19.5K)

Filed 2026-11-06

Versant Capital Management, Inc

INCREASED

Shares2,062 from 1,333

Change+729 (+55%)

Value$94.5K (-$2.8K)

Filed 2026-10-02

Bfsg, LLC

INCREASED

Shares1,921 from 1,417

Change+504 (+36%)

Value$88.0K (-$15.4K)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares1,730 from 379

Change+1,351 (+356%)

Value$79.3K (+$51.7K)

Filed 2026-10-08

Fortitude Family Office, LLC

INCREASED

Shares1,389 from 81

Change+1,308 (+1615%)

Value$63.6K (+$57.7K)

Filed 2026-10-14

Gamma Investing LLC

INCREASED

Shares1,334 from 803

Change+531 (+66%)

Value$61.1K (+$2.5K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,207 from 744

Change+463 (+62%)

Value$55.3K (+$992)

Filed 2026-10-27

USA Financial Formulas

NEW

Shares1,201

Change+1,201

Value$55.0K

Filed 2026-10-16

Salomon & Ludwin, LLC

INCREASED

Shares903 from 602

Change+301 (+50%)

Value$41.4K (-$2.0K)

Filed 2026-10-29

EverSource Wealth Advisors, LLC

INCREASED

Shares684 from 417

Change+267 (+64%)

Value$31.3K (+$898)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares681

Change+681

Value$31.2K

Filed 2026-10-21

Community Bank, N.A.

INCREASED

Shares585 from 390

Change+195 (+50%)

Value$26.8K (-$1.7K)

Filed 2026-11-06

Eurizon Capital SGR S.p.A.

NEW

Shares561

Change+561

Value$26.0K

Filed 2026-11-06

Private Trust Co NA

INCREASED

Shares540 from 360

Change+180 (+50%)

Value$24.7K (-$1.5K)

Filed 2026-10-20

Private Wealth Management Group, LLC

NEW

Shares519

Change+519

Value$23.8K

Filed 2026-10-19

UMB Bank, n.a.

INCREASED

Shares442 from 292

Change+150 (+51%)

Value$20.2K (-$1.1K)

Filed 2026-11-06

Bare Financial Services, Inc

INCREASED

Shares436 from 264

Change+172 (+65%)

Value$20.0K (+$705)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

INCREASED

Shares436 from 291

Change+145 (+50%)

Value$20.0K (-$1.3K)

Filed 2026-10-20

Costello Asset Management, Inc

DECREASED

Shares405 from 1,400

Change-995 (-71%)

Value$18.6K (-$83.6K)

Filed 2026-10-30

Allworth Financial LP

INCREASED

Shares381 from 378

Change+3 (+1%)

Value$27.8K (+$219)

Filed 2026-11-06

Lanark Financial, Inc.

INCREASED

Shares363 from 229

Change+134 (+59%)

Value$16.6K (-$84)

Filed 2026-10-26

FNY Investment Advisers, LLC

INCREASED

Shares290 from 132

Change+158 (+120%)

Value$13 (+$4)

Filed 2026-10-16

WPG Advisers, LLC

INCREASED

Shares218 from 146

Change+72 (+49%)

Value$10.0K (-$669)

Filed 2026-10-27

North Star Investment Management Corp.

INCREASED

Shares206 from 168

Change+38 (+23%)

Value$9.4K (-$2.8K)

Filed 2026-10-27

JFS Wealth Advisors, LLC

INCREASED

Shares166 from 112

Change+54 (+48%)

Value$7.6K (-$570)

Filed 2026-11-03

Assetmark, Inc

INCREASED

Shares165 from 105

Change+60 (+57%)

Value$7.6K (-$104)

Filed 2026-10-21

Larson Financial Group LLC

INCREASED

Shares149 from 101

Change+48 (+48%)

Value$6.8K (-$553)

Filed 2026-11-05

Valued Wealth Advisors LLC

INCREASED

Shares147 from 66

Change+81 (+123%)

Value$6.7K (+$1.9K)

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares137 from 146

Change-9 (-6%)

Value$6 (-$5)

Filed 2026-10-30

SJS Investment Consulting Inc.

INCREASED

Shares124 from 88

Change+36 (+41%)

Value$5.7K (-$742)

Filed 2026-10-26

Parkside Financial Bank & Trust

INCREASED

Shares121 from 55

Change+66 (+120%)

Value$5.5K (+$1.5K)

Filed 2026-10-27

UMB Private Wealth Management, LLC

NEW

Shares104

Change+104

Value$4.8K

Filed 2026-10-19

Farmers & Merchants Investments Inc

INCREASED

Shares94 from 37

Change+57 (+154%)

Value$4.3K (+$1.6K)

Filed 2026-10-22

Bell Investment Advisors, Inc

INCREASED

Shares87 from 59

Change+28 (+47%)

Value$4.0K (-$321)

Filed 2026-10-29

Tributary Capital Management, LLC

NEW

Shares73

Change+73

Value$3.3K

Filed 2026-10-28

Torren Management, LLC

INCREASED

Shares73 from 49

Change+24 (+49%)

Value$3.3K (-$226)

Filed 2026-10-29

Mather Group, Llc.

NEW

Shares67

Change+67

Value$3.1K

Filed 2026-10-14

Creative Capital Management Investments LLC

INCREASED

Shares63 from 27

Change+36 (+133%)

Value$2.9K (+$915)

Filed 2026-10-28

Clark Wealth Partners

NEW

Shares45

Change+45

Value$2.1K

Filed 2026-10-19

Essential Partners LLC

INCREASED

Shares39 from 26

Change+13 (+50%)

Value$1.8K (-$111)

Filed 2026-10-14

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares38 from 49

Change-11 (-22%)

Value$1.7K (-$1.8K)

Filed 2026-10-05

IFP Advisors, Inc

INCREASED

Shares31 from 17

Change+14 (+82%)

Value$1.4K (+$179)

Filed 2026-10-16

Bay Harbor Wealth Management, LLC

INCREASED

Shares24 from 17

Change+7 (+41%)

Value$1.1K (-$142)

Filed 2026-11-03

DiNuzzo Private Wealth, Inc.

INCREASED

Shares24 from 18

Change+6 (+33%)

Value$1.1K (-$214)

Filed 2026-10-16

Toth Financial Advisory Corp

NEW

Shares23

Change+23

Value$1.1K

Filed 2026-10-08

Valley National Advisers Inc

NEW

Shares22

Change+22

Value$1.0K

Filed 2026-10-23

Burk Holdings LLC

NEW

Shares21

Change+21

Value$962

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

INCREASED

Shares20 from 4

Change+16 (+400%)

Value$916 (+$624)

Filed 2026-10-29

Clearstead Advisors, LLC

INCREASED

Shares19 from 11

Change+8 (+73%)

Value$871 (+$68)

Filed 2026-11-06

Gilpin Wealth Management, LLC

INCREASED

Shares18 from 12

Change+6 (+50%)

Value$825 (-$51)

Filed 2026-10-09

Jacobi Capital Management LLC

NEW

Shares15

Change+15

Value$687

Filed 2026-11-05

Barnes Dennig Private Wealth Management LLC

INCREASED

Shares15 from 10

Change+5 (+50%)

Value$687 (-$43)

Filed 2026-10-30

Wealth Enhancement Trust Services, Inc.

INCREASED

Shares15 from 10

Change+5 (+50%)

Value$687 (-$43)

Filed 2026-10-07

Hughes Financial Services, LLC

INCREASED

Shares8 from 4

Change+4 (+100%)

Value$348 (+$56)

Filed 2026-10-30

DecisionPoint Financial, LLC

INCREASED

Shares6 from 3

Change+3 (+100%)

Value$278 (+$62)

Filed 2026-10-27

SBI Securities Co., Ltd.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$229 (-$136)

Filed 2026-10-22

Financial Consulate, Inc

NEW

Shares4

Change+4

Value$184

Filed 2026-10-23

Davis Capital Management

INCREASED

Shares4 from 3

Change+1 (+33%)

Value$183 (-$36)

Filed 2026-10-08

Manchester Capital Management LLC

INCREASED

Shares4 from 3

Change+1 (+33%)

Value$184 (-$35)

Filed 2026-10-22

Abound Wealth Management

INCREASED

Shares4 from 3

Change+1 (+33%)

Value$184 (-$35)

Filed 2026-10-26

GHP Investment Advisors, Inc.

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$138 (-$8)

Filed 2026-10-15

CoreCap Advisors, LLC

NEW

Shares2

Change+2

Value$92

Filed 2026-10-08

Central Trust Co

NEW

Shares1

Change+1

Value$53

Filed 2026-11-05

Signature Resources Capital Management, LLC

NEW

Shares1

Change+1

Value$46

Filed 2026-10-16

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$46 (-$27)

Filed 2026-10-15

Lloyd Advisory Services, Llc.

NEW

Shares0

Change0

Value$11

Filed 2026-11-02

Bailard, Inc.

CLOSED

Shares0 from 4,600

Change-4,600 (-100%)

Value$0 (-$335.7K)

Filed 2026-10-13

Claro Advisors Inc.

CLOSED

Shares0 from 3,202

Change-3,202 (-100%)

Value$0 (-$233.7K)

Filed 2026-11-02

Choreo, LLC

CLOSED

Shares0 from 3,091

Change-3,091 (-100%)

Value$0 (-$225.6K)

Filed 2026-10-28

Profund Advisors LLC

CLOSED

Shares0 from 2,868

Change-2,868 (-100%)

Value$0 (-$209.3K)

Filed 2026-10-29

First Horizon Corp

CLOSED

Shares0 from 654

Change-654 (-100%)

Value$0 (-$47.7K)

Filed 2026-10-26

International Assets Investment Management, LLC

CLOSED

Shares0 from 358

Change-358 (-100%)

Value$0 (-$25.8K)

Filed 2026-11-02

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 325

Change-325 (-100%)

Value$0 (-$23.7K)

Filed 2026-11-04

Rossby Financial, LCC

CLOSED

Shares0 from 64

Change-64 (-100%)

Value$0 (-$4.7K)

Filed 2026-11-05

Kelleher Financial Advisors

CLOSED

Shares0 from 59

Change-59 (-100%)

Value$0 (-$4.3K)

Filed 2026-10-30

Montag A & Associates Inc

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$1.0K)

Filed 2026-10-29

Cornerstone Planning Group LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$458)

Filed 2026-10-16

Blue Trust, Inc.

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$365)

Filed 2026-10-15

Navigoe, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 ($0)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-11-06

Signature Equity Partners, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$148)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 10,283,041

Change-10,283,041 (-100%)

Value—

FMR LLC

N/A

Shares— from 7,667,295

Change-7,667,295 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,587,355

Change-3,587,355 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 3,010,503

Change-3,010,503 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,512,680

Change-2,512,680 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,430,986

Change-2,430,986 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 2,012,245

Change-2,012,245 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 1,699,609

Change-1,699,609 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,610,146

Change-1,610,146 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,180,198

Change-1,180,198 (-100%)

Value—

Beck Mack & Oliver LLC

N/A

Shares— from 930,268

Change-930,268 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 898,331

Change-898,331 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 883,808

Change-883,808 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 831,726

Change-831,726 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 808,922

Change-808,922 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 789,062

Change-789,062 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 720,395

Change-720,395 (-100%)

Value—

Global Alpha Capital Management Ltd.

N/A

Shares— from 682,458

Change-682,458 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 555,613

Change-555,613 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 544,197

Change-544,197 (-100%)

Value—

Vaughan Nelson Investment Management, L.P.

N/A

Shares— from 485,729

Change-485,729 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 408,125

Change-408,125 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 383,173

Change-383,173 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 376,728

Change-376,728 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 366,549

Change-366,549 (-100%)

Value—

Muhlenkamp & Co Inc

N/A

Shares— from 332,332

Change-332,332 (-100%)

Value—

Motco

N/A

Shares— from 318,916

Change-318,916 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 318,732

Change-318,732 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 313,169

Change-313,169 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 283,805

Change-283,805 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 283,070

Change-283,070 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 281,496

Change-281,496 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 264,749

Change-264,749 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 246,295

Change-246,295 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 220,327

Change-220,327 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 209,516

Change-209,516 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 206,909

Change-206,909 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 205,486

Change-205,486 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 162,143

Change-162,143 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 157,713

Change-157,713 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 155,451

Change-155,451 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 154,647

Change-154,647 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 153,236

Change-153,236 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 152,200

Change-152,200 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 146,648

Change-146,648 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 145,777

Change-145,777 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 144,466

Change-144,466 (-100%)

Value—

12th Street Asset Management Company, LLC

N/A

Shares— from 144,300

Change-144,300 (-100%)

Value—

First Pacific Advisors, LP

N/A

Shares— from 129,094

Change-129,094 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 122,891

Change-122,891 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 122,150

Change-122,150 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 119,861

Change-119,861 (-100%)

Value—

UBS Group AG

N/A

Shares— from 115,970

Change-115,970 (-100%)

Value—

Castleark Management LLC

N/A

Shares— from 113,950

Change-113,950 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 113,431

Change-113,431 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 110,922

Change-110,922 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 106,692

Change-106,692 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 103,327

Change-103,327 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 102,062

Change-102,062 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 91,250

Change-91,250 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 89,167

Change-89,167 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 82,040

Change-82,040 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 81,316

Change-81,316 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 80,751

Change-80,751 (-100%)

Value—

Leith Wheeler Investment Counsel Ltd.

N/A

Shares— from 78,522

Change-78,522 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 77,544

Change-77,544 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 77,411

Change-77,411 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 75,774

Change-75,774 (-100%)

Value—

First Sabrepoint Capital Management LP

N/A

Shares— from 75,000

Change-75,000 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 70,812

Change-70,812 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 70,785

Change-70,785 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 68,826

Change-68,826 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 68,736

Change-68,736 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 68,224

Change-68,224 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 66,607

Change-66,607 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 61,109

Change-61,109 (-100%)

Value—

Hite Hedge Asset Management LLC

N/A

Shares— from 61,022

Change-61,022 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 60,288

Change-60,288 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 59,166

Change-59,166 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 57,676

Change-57,676 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 56,839

Change-56,839 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 54,693

Change-54,693 (-100%)

Value—

Bridges Investment Management Inc

N/A

Shares— from 53,726

Change-53,726 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 52,205

Change-52,205 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 50,546

Change-50,546 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 35,901

Change-35,901 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 31,334

Change-31,334 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 30,171

Change-30,171 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 29,200

Change-29,200 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 29,073

Change-29,073 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 28,401

Change-28,401 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 27,239

Change-27,239 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 26,910

Change-26,910 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 26,589

Change-26,589 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 26,091

Change-26,091 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 25,993

Change-25,993 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Lathrop Investment Management Co

N/A

Shares— from 24,526

Change-24,526 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 23,919

Change-23,919 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 23,903

Change-23,903 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 23,637

Change-23,637 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 22,957

Change-22,957 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 22,006

Change-22,006 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 21,903

Change-21,903 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 20,966

Change-20,966 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 20,929

Change-20,929 (-100%)

Value—

JB Capital Partners LP

N/A

Shares— from 20,418

Change-20,418 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 20,277

Change-20,277 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 20,200

Change-20,200 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 18,647

Change-18,647 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 18,573

Change-18,573 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 18,191

Change-18,191 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 17,860

Change-17,860 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 17,546

Change-17,546 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 15,391

Change-15,391 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 15,377

Change-15,377 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 14,875

Change-14,875 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 13,927

Change-13,927 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 13,603

Change-13,603 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 13,552

Change-13,552 (-100%)

Value—

Dean Investment Associates, LLC

N/A

Shares— from 13,535

Change-13,535 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 13,446

Change-13,446 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 12,869

Change-12,869 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 12,637

Change-12,637 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 12,487

Change-12,487 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 12,440

Change-12,440 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 12,179

Change-12,179 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 12,113

Change-12,113 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 11,764

Change-11,764 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 11,626

Change-11,626 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 11,528

Change-11,528 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 11,467

Change-11,467 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 10,971

Change-10,971 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 10,893

Change-10,893 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,375

Change-10,375 (-100%)

Value—

Dean Capital Management

N/A

Shares— from 9,849

Change-9,849 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 9,696

Change-9,696 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 9,463

Change-9,463 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 8,962

Change-8,962 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 7,971

Change-7,971 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 7,684

Change-7,684 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 7,629

Change-7,629 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 7,431

Change-7,431 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 7,194

Change-7,194 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 6,760

Change-6,760 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 6,654

Change-6,654 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 6,457

Change-6,457 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,259

Change-6,259 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 5,745

Change-5,745 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 5,674

Change-5,674 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5,603

Change-5,603 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,597

Change-5,597 (-100%)

Value—

Pitcairn Wealth Advisors LLC

N/A

Shares— from 5,503

Change-5,503 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 5,230

Change-5,230 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 5,166

Change-5,166 (-100%)

Value—

Omers Administration Corp

N/A

Shares— from 5,144

Change-5,144 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,138

Change-5,138 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 5,136

Change-5,136 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,092

Change-5,092 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 5,084

Change-5,084 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 4,797

Change-4,797 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 4,650

Change-4,650 (-100%)

Value—

Soros Fund Management LLC

N/A

Shares— from 4,574

Change-4,574 (-100%)

Value—

Camelot Portfolios, LLC

N/A

Shares— from 4,383

Change-4,383 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 4,377

Change-4,377 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 4,206

Change-4,206 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,164

Change-4,164 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 4,112

Change-4,112 (-100%)

Value—

Chilton Investment Co Inc.

N/A

Shares— from 3,838

Change-3,838 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 3,728

Change-3,728 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 3,724

Change-3,724 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 3,706

Change-3,706 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 3,587

Change-3,587 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 3,516

Change-3,516 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,487

Change-3,487 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 3,443

Change-3,443 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 3,263

Change-3,263 (-100%)

Value—

MBB Public Markets I LLC

N/A

Shares— from 3,199

Change-3,199 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,730

Change-2,730 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 2,411

Change-2,411 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 2,109

Change-2,109 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 1,779

Change-1,779 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,666

Change-1,666 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 1,456

Change-1,456 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,220

Change-1,220 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,133

Change-1,133 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 1,010

Change-1,010 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 774

Change-774 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 674

Change-674 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 557

Change-557 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 551

Change-551 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 495

Change-495 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 454

Change-454 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 421

Change-421 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 296

Change-296 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 233

Change-233 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 196

Change-196 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 166

Change-166 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 136

Change-136 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 135

Change-135 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 122

Change-122 (-100%)

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Global Retirement Partners, LLC

N/A

Shares— from 100

Change-100 (-100%)

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Capital Analysts, LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 90

Change-90 (-100%)

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IMA Advisory Services, Inc.

N/A

Shares— from 84

Change-84 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 82

Change-82 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 69

Change-69 (-100%)

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Quarry LP

N/A

Shares— from 59

Change-59 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 55

Change-55 (-100%)

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Fiduciary Financial Advisors

N/A

Shares— from 48

Change-48 (-100%)

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Kilter Group LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 39

Change-39 (-100%)

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Investors Portfolio Services LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 24

Change-24 (-100%)

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JPL Wealth Management, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	4,647,260	3,278,453	+1,368,807	+42%	$239.3M	$212.9M	-$26.4M	2026-11-04
Geode Capital Management, LLC	INCREASED	2,489,377	1,734,898	+754,479	+43%	$126.7M	$114.1M	-$12.6M	2026-11-06
Deutsche Bank Ag\	INCREASED	850,178	598,327	+251,851	+42%	$43.7M	$38.9M	-$4.7M	2026-11-06
Bank of New York Mellon Corp	INCREASED	791,716	540,603	+251,113	+46%	$39.5M	$36.3M	-$3.2M	2026-11-05
Eulav Asset Management	INCREASED	608,071	380,719	+227,352	+60%	$27.8M	$27.9M	+$68.9K	2026-10-23
Principal Financial Group Inc	INCREASED	574,350	359,035	+215,315	+60%	$26.2M	$26.3M	+$106.8K	2026-11-02
Russell Investments Group, Ltd.	INCREASED	487,839	131,320	+356,519	+271%	$9.6M	$22.3M	+$12.8M	2026-11-06
TimesSquare Capital Management, LLC	INCREASED	444,330	175,673	+268,657	+153%	$12.8M	$20.4M	+$7.5M	2026-11-03
Cooke & Bieler LP	INCREASED	325,633	292,313	+33,320	+11%	$21.3M	$14.9M	-$6.4M	2026-10-21
Private Management Group Inc	INCREASED	304,912	219,850	+85,062	+39%	$16.0M	$14.0M	-$2.1M	2026-11-04
Creative Planning	INCREASED	278,504	133,930	+144,574	+108%	$9.8M	$12.8M	+$3.0M	2026-11-02
Granite Investment Partners, LLC	INCREASED	277,348	143,955	+133,393	+93%	$10.5M	$12.7M	+$2.2M	2026-11-04
New South Capital Management Inc	DECREASED	270,267	326,808	-56,541	-17%	$23.9M	$12.4M	-$11.5M	2026-11-05
William Blair Investment Management, LLC	INCREASED	232,105	189,039	+43,066	+23%	$13.8M	$10.6M	-$3.2M	2026-11-06
Allspring Global Investments Holdings, LLC	INCREASED	136,266	66,259	+70,007	+106%	$4.8M	$6.3M	+$1.5M	2026-11-04
Transmarket Holdings LP	NEW	115,437	—	+115,437	—	—	$5.3M	—	2026-10-27
SEB Asset Management AB	DECREASED	80,155	123,271	-43,116	-35%	$9.0M	$3.7M	-$5.3M	2026-11-04
Ritholtz Wealth Management	INCREASED	74,445	45,655	+28,790	+63%	$3.3M	$3.4M	+$78.2K	2026-11-05
Prescott Group Capital Management, L.L.C.	INCREASED	73,956	49,304	+24,652	+50%	$3.6M	$3.4M	-$210.5K	2026-10-30
Thrivent Financial for Lutherans	INCREASED	61,299	40,055	+21,244	+53%	$2.9M	$2.8K	-$2.9M	2026-11-05
Barclays PLC	INCREASED	59,934	35,968	+23,966	+67%	$2.6M	$2.7M	+$120.5K	2026-11-06
Great Lakes Advisors, LLC	INCREASED	50,843	49,573	+1,270	+3%	$3.6M	$2.3M	-$1.3M	2026-11-06
Illinois Municipal Retirement Fund	INCREASED	48,671	32,719	+15,952	+49%	$2.4M	$2.2M	-$158.4K	2026-11-05
Y-Intercept (Hong Kong) Ltd	INCREASED	45,761	9,607	+36,154	+376%	$701.2K	$2.1M	+$1.4M	2026-10-16
Atria Investments, Inc	INCREASED	42,769	28,650	+14,119	+49%	$2.1M	$2.0M	-$131.8K	2026-10-15
Strs Ohio	INCREASED	41,800	20,800	+21,000	+101%	$1.5M	$1.9M	+$396.8K	2026-10-30
State of New Jersey Common Pension Fund D	INCREASED	40,891	27,261	+13,630	+50%	$2.0M	$1.9M	-$116.4K	2026-11-05
Louisiana State Employees Retirement System	INCREASED	39,050	26,700	+12,350	+46%	$1.9M	$1.8M	-$159.8K	2026-10-20
Corbyn Investment Management Inc	INCREASED	38,690	26,254	+12,436	+47%	$1.9M	$1.8M	-$143.8K	2026-10-30
Harbor Capital Advisors, Inc.	INCREASED	38,422	31,060	+7,362	+24%	$2.3M	$1.8K	-$2.3M	2026-10-22
Amundi	INCREASED	32,195	13,565	+18,630	+137%	$990.0K	$1.5M	+$484.8K	2026-11-06
Oliver Luxxe Assets LLC	INCREASED	30,493	20,336	+10,157	+50%	$1.5M	$1.4M	-$87.3K	2026-10-14
Kestra Advisory Services, LLC	INCREASED	30,086	17,894	+12,192	+68%	$1.3M	$1.4M	+$72.2K	2026-11-02
Citigroup Inc	DECREASED	27,112	47,534	-20,422	-43%	$3.5M	$1.2M	-$2.2M	2026-11-04
New York State Teachers Retirement System	INCREASED	26,414	23,788	+2,626	+11%	$1.7M	$1.2K	-$1.7M	2026-10-22
Keybank National Association	INCREASED	25,939	14,838	+11,101	+75%	$1.1M	$1.2M	+$105.3K	2026-11-04
Arizona State Retirement System	INCREASED	25,772	16,791	+8,981	+53%	$1.2M	$1.2M	-$44.9K	2026-11-03
LPL Financial LLC	INCREASED	25,712	17,357	+8,355	+48%	$1.3M	$1.2M	-$88.9K	2026-11-06
Yousif Capital Management, LLC	INCREASED	25,258	17,502	+7,756	+44%	$1.3M	$1.2M	-$120.3K	2026-10-22
Amalgamated Bank	INCREASED	23,798	16,400	+7,398	+45%	$1.2M	$1.1K	-$1.2M	2026-10-23
Wealth Enhancement Advisory Services, LLC	INCREASED	23,448	14,171	+9,277	+65%	$1.1M	$1.1M	-$10.7K	2026-10-13
US Bancorp \de\	INCREASED	21,699	14,445	+7,254	+50%	$1.1M	$994.0K	-$60.2K	2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	21,609	14,464	+7,145	+49%	$1.1M	$989.9K	-$65.7K	2026-11-03
Oregon Public Employees Retirement Fund	INCREASED	20,591	13,794	+6,797	+49%	$1.0M	$943.3K	-$63.5K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	20,365	8,876	+11,489	+129%	$647.8K	$932.9K	+$285.1K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	20,050	24,386	-4,336	-18%	$1.8M	$917	-$1.8M	2026-10-15
Nixon Peabody Trust Co	NEW	20,000	—	+20,000	—	—	$916.2K	—	2026-10-23
Fifth Third Bancorp	INCREASED	19,069	13,403	+5,666	+42%	$978.2K	$873.6K	-$104.6K	2026-11-05
Retirement Planning Group, LLC	INCREASED	18,507	12,317	+6,190	+50%	$899.0K	$847.8K	-$51.2K	2026-10-19
SummerHaven Investment Management, LLC	NEW	18,173	—	+18,173	—	—	$832.5K	—	2026-10-19
Exchange Traded Concepts, LLC	INCREASED	16,897	8,106	+8,791	+108%	$591.6K	$774.1K	+$182.4K	2026-10-28
Vise Technologies, Inc.	INCREASED	15,631	10,388	+5,243	+50%	$758.2K	$716.1K	-$42.1K	2026-10-29
State of Wyoming	INCREASED	15,610	6,208	+9,402	+151%	$453.1K	$715.1K	+$262.0K	2026-10-28
Pictet Asset Management Holding SA	INCREASED	14,668	9,323	+5,345	+57%	$680.4K	$671.9K	-$8.5K	2026-11-03
Commonwealth Equity Services, LLC	INCREASED	14,491	6,900	+7,591	+110%	$503.6K	$663.8K	+$160.2K	2026-11-02
Simplicity Wealth,LLC	INCREASED	13,145	8,834	+4,311	+49%	$644.7K	$602.2K	-$42.5K	2026-10-23
ProShare Advisors LLC	INCREASED	12,675	8,788	+3,887	+44%	$641.4K	$580.6K	-$60.8K	2026-10-29
Sterling Capital Management LLC	INCREASED	12,263	6,357	+5,906	+93%	$464.0K	$561.7K	+$97.8K	2026-10-22
Truist Financial Corp	INCREASED	12,096	7,621	+4,475	+59%	$556.2K	$554.1K	-$2.1K	2026-10-30
Swiss Life Asset Management Ltd	INCREASED	10,820	7,104	+3,716	+52%	$518.5K	$495.7K	-$22.8K	2026-11-03
Mutual of America Capital Management LLC	INCREASED	10,466	6,986	+3,480	+50%	$509.9K	$479.4K	-$30.4K	2026-10-23
MacKenzie Financial Corp	INCREASED	9,665	4,498	+5,167	+115%	$328.3K	$442.8K	+$114.5K	2026-11-02
Xponance LLC	INCREASED	9,534	6,132	+3,402	+55%	$447.5K	$436.8K	-$10.8K	2026-11-03
Everett Harris & Co	INCREASED	9,087	6,500	+2,587	+40%	$474.4K	$416.3K	-$58.1K	2026-10-28
CIBC Asset Management Inc	INCREASED	8,480	5,764	+2,716	+47%	$420.7K	$388.5K	-$32.2K	2026-11-05
Daiwa Securities Group Inc.	NEW	7,986	—	+7,986	—	—	$365.8K	—	2026-10-29
HUB Investment Partners, LLC	NEW	7,738	—	+7,738	—	—	$354.5K	—	2026-11-03
Park Capital Management, LLC / WI	NEW	7,689	—	+7,689	—	—	$352.2K	—	2026-10-13
Fifth Third Wealth Advisors LLC	NEW	6,708	—	+6,708	—	—	$307.3K	—	2026-10-22
Essex Bank	INCREASED	6,075	4,050	+2,025	+50%	$295.6K	$278.3K	-$17.3K	2026-10-16
Virginia Retirement Systems ET Al	INCREASED	6,000	4,000	+2,000	+50%	$291.9K	$274.9K	-$17.1K	2026-10-28
Baron Wealth Management LLC	INCREASED	5,951	3,732	+2,219	+59%	$272.3K	$272.6K	+$258	2026-10-27
HB Wealth Management, LLC	INCREASED	5,512	3,542	+1,970	+56%	$258.5K	$252.5K	-$6.0K	2026-10-23
OpenArc Corporate Advisory, LLC	NEW	5,443	—	+5,443	—	—	$249.3K	—	2026-10-21
Nisa Investment Advisors, LLC	INCREASED	5,443	3,761	+1,682	+45%	$274.5K	$249.3K	-$25.2K	2026-10-20
Hohimer Wealth Management, LLC	INCREASED	5,057	3,292	+1,765	+54%	$240.3K	$231.7K	-$8.6K	2026-11-04
Crossmark Global Holdings, Inc.	INCREASED	4,926	3,407	+1,519	+45%	$248.7K	$225.7K	-$23.0K	2026-10-21
Brucke Financial, Inc.	INCREASED	4,767	2,885	+1,882	+65%	$210.6K	$218.4K	+$7.8K	2026-10-23
Tectonic Advisors LLC	INCREASED	4,748	3,122	+1,626	+52%	$227.8K	$217.5K	-$10.3K	2026-10-22
Baker Ellis Asset Management LLC	INCREASED	4,725	3,150	+1,575	+50%	$229.9K	$216.5K	-$13.5K	2026-10-14
Parallel Advisors, LLC	INCREASED	3,358	1,376	+1,982	+144%	$100.4K	$153.8K	+$53.4K	2026-11-03
Nykredit A/S	INCREASED	3,354	70	+3,284	+4691%	$5.1K	$153.6K	+$148.5K	2026-11-06
Signaturefd, LLC	INCREASED	2,575	670	+1,905	+284%	$48.9K	$118.0K	+$69.1K	2026-10-23
Bayforest Capital Ltd	INCREASED	2,564	1,367	+1,197	+88%	$99.8K	$117.5K	+$17.7K	2026-11-03
PNC Financial Services Group, Inc.	INCREASED	2,428	1,257	+1,171	+93%	$91.7K	$111.2K	+$19.5K	2026-11-06
Versant Capital Management, Inc	INCREASED	2,062	1,333	+729	+55%	$97.3K	$94.5K	-$2.8K	2026-10-02
Bfsg, LLC	INCREASED	1,921	1,417	+504	+36%	$103.4K	$88.0K	-$15.4K	2026-10-30
Farther Finance Advisors, LLC	INCREASED	1,730	379	+1,351	+356%	$27.6K	$79.3K	+$51.7K	2026-10-08
Fortitude Family Office, LLC	INCREASED	1,389	81	+1,308	+1615%	$5.9K	$63.6K	+$57.7K	2026-10-14
Gamma Investing LLC	INCREASED	1,334	803	+531	+66%	$58.6K	$61.1K	+$2.5K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,207	744	+463	+62%	$54.3K	$55.3K	+$992	2026-10-27
USA Financial Formulas	NEW	1,201	—	+1,201	—	—	$55.0K	—	2026-10-16
Salomon & Ludwin, LLC	INCREASED	903	602	+301	+50%	$43.3K	$41.4K	-$2.0K	2026-10-29
EverSource Wealth Advisors, LLC	INCREASED	684	417	+267	+64%	$30.4K	$31.3K	+$898	2026-11-04
Root Financial Partners, LLC	NEW	681	—	+681	—	—	$31.2K	—	2026-10-21
Community Bank, N.A.	INCREASED	585	390	+195	+50%	$28.5K	$26.8K	-$1.7K	2026-11-06
Eurizon Capital SGR S.p.A.	NEW	561	—	+561	—	—	$26.0K	—	2026-11-06
Private Trust Co NA	INCREASED	540	360	+180	+50%	$26.3K	$24.7K	-$1.5K	2026-10-20
Private Wealth Management Group, LLC	NEW	519	—	+519	—	—	$23.8K	—	2026-10-19
UMB Bank, n.a.	INCREASED	442	292	+150	+51%	$21.3K	$20.2K	-$1.1K	2026-11-06
Bare Financial Services, Inc	INCREASED	436	264	+172	+65%	$19.3K	$20.0K	+$705	2026-11-04
Physician Wealth Advisors, Inc.	INCREASED	436	291	+145	+50%	$21.2K	$20.0K	-$1.3K	2026-10-20
Costello Asset Management, Inc	DECREASED	405	1,400	-995	-71%	$102.2K	$18.6K	-$83.6K	2026-10-30
Allworth Financial LP	INCREASED	381	378	+3	+1%	$27.6K	$27.8K	+$219	2026-11-06
Lanark Financial, Inc.	INCREASED	363	229	+134	+59%	$16.7K	$16.6K	-$84	2026-10-26
FNY Investment Advisers, LLC	INCREASED	290	132	+158	+120%	$9	$13	+$4	2026-10-16
WPG Advisers, LLC	INCREASED	218	146	+72	+49%	$10.7K	$10.0K	-$669	2026-10-27
North Star Investment Management Corp.	INCREASED	206	168	+38	+23%	$12.3K	$9.4K	-$2.8K	2026-10-27
JFS Wealth Advisors, LLC	INCREASED	166	112	+54	+48%	$8.2K	$7.6K	-$570	2026-11-03
Assetmark, Inc	INCREASED	165	105	+60	+57%	$7.7K	$7.6K	-$104	2026-10-21
Larson Financial Group LLC	INCREASED	149	101	+48	+48%	$7.4K	$6.8K	-$553	2026-11-05
Valued Wealth Advisors LLC	INCREASED	147	66	+81	+123%	$4.8K	$6.7K	+$1.9K	2026-11-05
Covestor Ltd	DECREASED	137	146	-9	-6%	$11	$6	-$5	2026-10-30
SJS Investment Consulting Inc.	INCREASED	124	88	+36	+41%	$6.4K	$5.7K	-$742	2026-10-26
Parkside Financial Bank & Trust	INCREASED	121	55	+66	+120%	$4.0K	$5.5K	+$1.5K	2026-10-27
UMB Private Wealth Management, LLC	NEW	104	—	+104	—	—	$4.8K	—	2026-10-19
Farmers & Merchants Investments Inc	INCREASED	94	37	+57	+154%	$2.7K	$4.3K	+$1.6K	2026-10-22
Bell Investment Advisors, Inc	INCREASED	87	59	+28	+47%	$4.3K	$4.0K	-$321	2026-10-29
Tributary Capital Management, LLC	NEW	73	—	+73	—	—	$3.3K	—	2026-10-28
Torren Management, LLC	INCREASED	73	49	+24	+49%	$3.6K	$3.3K	-$226	2026-10-29
Mather Group, Llc.	NEW	67	—	+67	—	—	$3.1K	—	2026-10-14
Creative Capital Management Investments LLC	INCREASED	63	27	+36	+133%	$2.0K	$2.9K	+$915	2026-10-28
Clark Wealth Partners	NEW	45	—	+45	—	—	$2.1K	—	2026-10-19
Essential Partners LLC	INCREASED	39	26	+13	+50%	$1.9K	$1.8K	-$111	2026-10-14
MassMutual Private Wealth & Trust, FSB	DECREASED	38	49	-11	-22%	$3.6K	$1.7K	-$1.8K	2026-10-05
IFP Advisors, Inc	INCREASED	31	17	+14	+82%	$1.2K	$1.4K	+$179	2026-10-16
Bay Harbor Wealth Management, LLC	INCREASED	24	17	+7	+41%	$1.2K	$1.1K	-$142	2026-11-03
DiNuzzo Private Wealth, Inc.	INCREASED	24	18	+6	+33%	$1.3K	$1.1K	-$214	2026-10-16
Toth Financial Advisory Corp	NEW	23	—	+23	—	—	$1.1K	—	2026-10-08
Valley National Advisers Inc	NEW	22	—	+22	—	—	$1.0K	—	2026-10-23
Burk Holdings LLC	NEW	21	—	+21	—	—	$962	—	2026-11-05
Caitong International Asset Management Co., Ltd	INCREASED	20	4	+16	+400%	$292	$916	+$624	2026-10-29
Clearstead Advisors, LLC	INCREASED	19	11	+8	+73%	$803	$871	+$68	2026-11-06
Gilpin Wealth Management, LLC	INCREASED	18	12	+6	+50%	$876	$825	-$51	2026-10-09
Jacobi Capital Management LLC	NEW	15	—	+15	—	—	$687	—	2026-11-05
Barnes Dennig Private Wealth Management LLC	INCREASED	15	10	+5	+50%	$730	$687	-$43	2026-10-30
Wealth Enhancement Trust Services, Inc.	INCREASED	15	10	+5	+50%	$730	$687	-$43	2026-10-07
Hughes Financial Services, LLC	INCREASED	8	4	+4	+100%	$292	$348	+$56	2026-10-30
DecisionPoint Financial, LLC	INCREASED	6	3	+3	+100%	$216	$278	+$62	2026-10-27
SBI Securities Co., Ltd.	UNCHANGED	5	5	0	0%	$365	$229	-$136	2026-10-22
Financial Consulate, Inc	NEW	4	—	+4	—	—	$184	—	2026-10-23
Davis Capital Management	INCREASED	4	3	+1	+33%	$219	$183	-$36	2026-10-08
Manchester Capital Management LLC	INCREASED	4	3	+1	+33%	$219	$184	-$35	2026-10-22
Abound Wealth Management	INCREASED	4	3	+1	+33%	$219	$184	-$35	2026-10-26
GHP Investment Advisors, Inc.	INCREASED	3	2	+1	+50%	$146	$138	-$8	2026-10-15
CoreCap Advisors, LLC	NEW	2	—	+2	—	—	$92	—	2026-10-08
Central Trust Co	NEW	1	—	+1	—	—	$53	—	2026-11-05
Signature Resources Capital Management, LLC	NEW	1	—	+1	—	—	$46	—	2026-10-16
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$73	$46	-$27	2026-10-15
Lloyd Advisory Services, Llc.	NEW	0	—	0	—	—	$11	—	2026-11-02
Bailard, Inc.	CLOSED	0	4,600	-4,600	-100%	$335.7K	$0	-$335.7K	2026-10-13
Claro Advisors Inc.	CLOSED	0	3,202	-3,202	-100%	$233.7K	$0	-$233.7K	2026-11-02
Choreo, LLC	CLOSED	0	3,091	-3,091	-100%	$225.6K	$0	-$225.6K	2026-10-28
Profund Advisors LLC	CLOSED	0	2,868	-2,868	-100%	$209.3K	$0	-$209.3K	2026-10-29
First Horizon Corp	CLOSED	0	654	-654	-100%	$47.7K	$0	-$47.7K	2026-10-26
International Assets Investment Management, LLC	CLOSED	0	358	-358	-100%	$25.8K	$0	-$25.8K	2026-11-02
Plante Moran Financial Advisors, LLC	CLOSED	0	325	-325	-100%	$23.7K	$0	-$23.7K	2026-11-04
Rossby Financial, LCC	CLOSED	0	64	-64	-100%	$4.7K	$0	-$4.7K	2026-11-05
Kelleher Financial Advisors	CLOSED	0	59	-59	-100%	$4.3K	$0	-$4.3K	2026-10-30
Montag A & Associates Inc	CLOSED	0	14	-14	-100%	$1.0K	$0	-$1.0K	2026-10-29
Cornerstone Planning Group LLC	CLOSED	0	6	-6	-100%	$458	$0	-$458	2026-10-16
Blue Trust, Inc.	CLOSED	0	5	-5	-100%	$365	$0	-$365	2026-10-15
Navigoe, LLC	CLOSED	0	5	-5	-100%	$0	$0	$0	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-11-06
Signature Equity Partners, LLC	CLOSED	0	2	-2	-100%	$148	$0	-$148	2026-10-29
BlackRock, Inc.	N/A	—	10,283,041	-10,283,041	-100%	$750.5M	—	—	—
FMR LLC	N/A	—	7,667,295	-7,667,295	-100%	$559.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,587,355	-3,587,355	-100%	$261.8M	—	—	—
American Century Companies Inc	N/A	—	3,010,503	-3,010,503	-100%	$219.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,512,680	-2,512,680	-100%	$183.4M	—	—	—
State Street Corp	N/A	—	2,430,986	-2,430,986	-100%	$177.4M	—	—	—
Wellington Management Group LLP	N/A	—	2,012,245	-2,012,245	-100%	$146.9M	—	—	—
Jennison Associates LLC	N/A	—	1,699,609	-1,699,609	-100%	$124.0M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	1,610,146	-1,610,146	-100%	$117.5M	—	—	—
JPMorgan Chase & Co	N/A	—	1,180,198	-1,180,198	-100%	$85.6M	—	—	—
Beck Mack & Oliver LLC	N/A	—	930,268	-930,268	-100%	$67.9M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	898,331	-898,331	-100%	$65.6M	—	—	—
Victory Capital Management Inc	N/A	—	883,808	-883,808	-100%	$64.5M	—	—	—
Westwood Holdings Group Inc	N/A	—	831,726	-831,726	-100%	$60.7M	—	—	—
Northern Trust Corp	N/A	—	808,922	-808,922	-100%	$59.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	789,062	-789,062	-100%	$57.6M	—	—	—
Jupiter Topco LLC	N/A	—	720,395	-720,395	-100%	$52.6M	—	—	—
Global Alpha Capital Management Ltd.	N/A	—	682,458	-682,458	-100%	$49.8M	—	—	—
Morgan Stanley	N/A	—	555,613	-555,613	-100%	$40.6M	—	—	—
Bank of America Corp	N/A	—	544,197	-544,197	-100%	$39.7M	—	—	—
Vaughan Nelson Investment Management, L.P.	N/A	—	485,729	-485,729	-100%	$35.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	408,125	-408,125	-100%	$29.8M	—	—	—
Ameriprise Financial Inc	N/A	—	383,173	-383,173	-100%	$28.0M	—	—	—
Invesco Ltd.	N/A	—	376,728	-376,728	-100%	$27.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	366,549	-366,549	-100%	$26.8M	—	—	—
Muhlenkamp & Co Inc	N/A	—	332,332	-332,332	-100%	$24.3M	—	—	—
Motco	N/A	—	318,916	-318,916	-100%	$23.3M	—	—	—
GW&K Investment Management, LLC	N/A	—	318,732	-318,732	-100%	$23.3M	—	—	—
Massachusetts Financial Services Co	N/A	—	313,169	-313,169	-100%	$22.9M	—	—	—
Pacer Advisors, Inc.	N/A	—	283,805	-283,805	-100%	$20.7M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	283,070	-283,070	-100%	$20.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	281,496	-281,496	-100%	$20.5M	—	—	—
Algert Global LLC	N/A	—	264,749	-264,749	-100%	$19.3M	—	—	—
SEI Investments Co	N/A	—	246,295	-246,295	-100%	$18.0M	—	—	—
Two Sigma Investments, LP	N/A	—	220,327	-220,327	-100%	$16.1M	—	—	—
Public Sector Pension Investment Board	N/A	—	209,516	-209,516	-100%	$15.3M	—	—	—
Allianz Asset Management GmbH	N/A	—	206,909	-206,909	-100%	$15.1M	—	—	—
Nuveen, LLC	N/A	—	205,486	-205,486	-100%	$15.0M	—	—	—
Loomis Sayles & Co L P	N/A	—	162,143	-162,143	-100%	$11.8M	—	—	—
UBS Asset Management Americas LLC	N/A	—	157,713	-157,713	-100%	$11.5M	—	—	—
Clearbridge Investments, LLC	N/A	—	155,451	-155,451	-100%	$11.3M	—	—	—
Neuberger Berman Group LLC	N/A	—	154,647	-154,647	-100%	$11.3M	—	—	—
Rhumbline Advisers	N/A	—	153,236	-153,236	-100%	$11.2M	—	—	—
Renaissance Technologies LLC	N/A	—	152,200	-152,200	-100%	$11.1M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	146,648	-146,648	-100%	$10.7M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	145,777	-145,777	-100%	$10.6M	—	—	—
Legal & General Group Plc	N/A	—	144,466	-144,466	-100%	$10.5M	—	—	—
12th Street Asset Management Company, LLC	N/A	—	144,300	-144,300	-100%	$10.5M	—	—	—
First Pacific Advisors, LP	N/A	—	129,094	-129,094	-100%	$9.4M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	122,891	-122,891	-100%	$9.0M	—	—	—
Swiss National Bank	N/A	—	122,150	-122,150	-100%	$8.9M	—	—	—
Natixis Advisors, LLC	N/A	—	119,861	-119,861	-100%	$8.7M	—	—	—
UBS Group AG	N/A	—	115,970	-115,970	-100%	$8.5M	—	—	—
Castleark Management LLC	N/A	—	113,950	-113,950	-100%	$8.3M	—	—	—
Millennium Management LLC	N/A	—	113,431	-113,431	-100%	$8.3M	—	—	—
Point72 Asset Management, L.P.	N/A	—	110,922	-110,922	-100%	$8.1M	—	—	—
First Trust Advisors LP	N/A	—	106,692	-106,692	-100%	$7.8M	—	—	—
State of Wisconsin Investment Board	N/A	—	103,327	-103,327	-100%	$7.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	102,062	-102,062	-100%	$7.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	91,250	-91,250	-100%	$6.7M	—	—	—
AQR Capital Management LLC	N/A	—	89,167	-89,167	-100%	$6.5M	—	—	—
Martingale Asset Management L P	N/A	—	82,040	-82,040	-100%	$6.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	81,316	-81,316	-100%	$5.9M	—	—	—
Prudential Financial Inc	N/A	—	80,751	-80,751	-100%	$5.9M	—	—	—
Leith Wheeler Investment Counsel Ltd.	N/A	—	78,522	-78,522	-100%	$5.7M	—	—	—
Intech Investment Management LLC	N/A	—	77,544	-77,544	-100%	$5.7M	—	—	—
Alliancebernstein L.P.	N/A	—	77,411	-77,411	-100%	$5.1M	—	—	—
Peregrine Capital Management LLC	N/A	—	75,774	-75,774	-100%	$5.5M	—	—	—
First Sabrepoint Capital Management LP	N/A	—	75,000	-75,000	-100%	$5.5M	—	—	—
California State Teachers Retirement System	N/A	—	70,812	-70,812	-100%	$5.2M	—	—	—
Denali Advisors LLC	N/A	—	70,785	-70,785	-100%	$5.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	68,826	-68,826	-100%	$5.0M	—	—	—
New York State Common Retirement Fund	N/A	—	68,736	-68,736	-100%	$5.0M	—	—	—
Trexquant Investment LP	N/A	—	68,224	-68,224	-100%	$5.0M	—	—	—
Citadel Advisors LLC	N/A	—	66,607	-66,607	-100%	$4.9M	—	—	—
Royce & Associates LP	N/A	—	61,109	-61,109	-100%	$4.5M	—	—	—
Hite Hedge Asset Management LLC	N/A	—	61,022	-61,022	-100%	$4.5M	—	—	—
Quantinno Capital Management LP	N/A	—	60,288	-60,288	-100%	$4.4M	—	—	—
Wells Fargo & Company	N/A	—	59,166	-59,166	-100%	$4.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	57,676	-57,676	-100%	$4.2M	—	—	—
Bessemer Group Inc	N/A	—	56,839	-56,839	-100%	$4.1M	—	—	—
Canada Life Assurance Co	N/A	—	54,693	-54,693	-100%	$4.0M	—	—	—
Bridges Investment Management Inc	N/A	—	53,726	-53,726	-100%	$3.9M	—	—	—
Johnson Investment Counsel Inc	N/A	—	52,205	-52,205	-100%	$3.8M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	50,546	-50,546	-100%	$3.7M	—	—	—
MetLife Investment Management, LLC	N/A	—	35,901	-35,901	-100%	$2.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	31,334	-31,334	-100%	$2.3M	—	—	—
Empowered Funds, LLC	N/A	—	30,171	-30,171	-100%	$2.2M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	29,200	-29,200	-100%	$2.1M	—	—	—
Acadian Asset Management LLC	N/A	—	29,073	-29,073	-100%	$2.1M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	28,401	-28,401	-100%	$2.1M	—	—	—
Handelsbanken Fonder AB	N/A	—	27,239	-27,239	-100%	$2.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	26,910	-26,910	-100%	$2.0M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	26,589	-26,589	-100%	$1.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	26,091	-26,091	-100%	$1.9M	—	—	—
Royal Bank of Canada	N/A	—	25,993	-25,993	-100%	$1.9M	—	—	—
Gabelli Funds LLC	N/A	—	25,000	-25,000	-100%	$1.8M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	25,000	-25,000	-100%	$1.8M	—	—	—
Lathrop Investment Management Co	N/A	—	24,526	-24,526	-100%	$1.8M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	23,919	-23,919	-100%	$1.7M	—	—	—
HSBC Holdings PLC	N/A	—	23,903	-23,903	-100%	$1.7M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	23,637	-23,637	-100%	$1.7M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	22,957	-22,957	-100%	$1.7M	—	—	—
Marshall Wace, LLP	N/A	—	22,006	-22,006	-100%	$1.6M	—	—	—
Balyasny Asset Management L.P.	N/A	—	21,903	-21,903	-100%	$1.6M	—	—	—
Mariner, LLC	N/A	—	20,966	-20,966	-100%	$1.5M	—	—	—
Franklin Resources Inc	N/A	—	20,929	-20,929	-100%	$1.5M	—	—	—
JB Capital Partners LP	N/A	—	20,418	-20,418	-100%	$1.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	20,277	-20,277	-100%	$1.5M	—	—	—
Engineers Gate Manager LP	N/A	—	20,200	-20,200	-100%	$1.5M	—	—	—
Horizon Investments, LLC	N/A	—	18,647	-18,647	-100%	$1.4M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	18,573	-18,573	-100%	$1.4M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	18,191	-18,191	-100%	$1.3M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	17,860	-17,860	-100%	$1.3M	—	—	—
Pathstone Holdings, LLC	N/A	—	17,546	-17,546	-100%	$1.3M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	15,391	-15,391	-100%	$1.1M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	15,377	-15,377	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	14,875	-14,875	-100%	$1.1M	—	—	—
Raymond James Financial Inc	N/A	—	13,927	-13,927	-100%	$1.0M	—	—	—
Squarepoint Ops LLC	N/A	—	13,603	-13,603	-100%	$992.8K	—	—	—
Captrust Financial Advisors	N/A	—	13,552	-13,552	-100%	$989.1K	—	—	—
Dean Investment Associates, LLC	N/A	—	13,535	-13,535	-100%	$987.9K	—	—	—
Vestcor Inc	N/A	—	13,446	-13,446	-100%	$981.0K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	12,869	-12,869	-100%	$939.2K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	12,637	-12,637	-100%	$922.3K	—	—	—
Evolve Private Wealth, LLC	N/A	—	12,487	-12,487	-100%	$911.4K	—	—	—
Glenmede Trust Co NA	N/A	—	12,440	-12,440	-100%	$907.9K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	12,179	-12,179	-100%	$888.9K	—	—	—
Voya Investment Management LLC	N/A	—	12,113	-12,113	-100%	$884.1K	—	—	—
Edgestream Partners, L.P.	N/A	—	11,764	-11,764	-100%	$858.6K	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	11,626	-11,626	-100%	$848.5K	—	—	—
Teacher Retirement System of Texas	N/A	—	11,528	-11,528	-100%	$841.4K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	11,467	-11,467	-100%	$836.9K	—	—	—
Tudor Investment Corp ET AL	N/A	—	10,971	-10,971	-100%	$800.7K	—	—	—
Fieldview Capital Management, LLC	N/A	—	10,893	-10,893	-100%	$795.0K	—	—	—
XTX Topco Ltd	N/A	—	10,375	-10,375	-100%	$757.2K	—	—	—
Dean Capital Management	N/A	—	9,849	-9,849	-100%	$718.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	9,696	-9,696	-100%	$707.7K	—	—	—
Tocqueville Asset Management L.P.	N/A	—	9,463	-9,463	-100%	$690.7K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	8,962	-8,962	-100%	$654.1K	—	—	—
Savvy Advisors, Inc.	N/A	—	7,971	-7,971	-100%	$581.7K	—	—	—
Tidal Investments LLC	N/A	—	7,684	-7,684	-100%	$560.8K	—	—	—
Gotham Asset Management, LLC	N/A	—	7,629	-7,629	-100%	$556.8K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	7,431	-7,431	-100%	$542.3K	—	—	—
SG Americas Securities, LLC	N/A	—	7,194	-7,194	-100%	$525.0K	—	—	—
Teton Advisors, LLC	N/A	—	7,000	-7,000	-100%	$510.9K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	6,760	-6,760	-100%	$493.4K	—	—	—
Stifel Financial Corp	N/A	—	6,654	-6,654	-100%	$485.7K	—	—	—
Freestone Grove Partners LP	N/A	—	6,457	-6,457	-100%	$471.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,259	-6,259	-100%	$456.8K	—	—	—
Guggenheim Capital LLC	N/A	—	5,745	-5,745	-100%	$419.3K	—	—	—
QRG Capital Management, Inc.	N/A	—	5,674	-5,674	-100%	$414.1K	—	—	—
Bank of Montreal	N/A	—	5,603	-5,603	-100%	$408.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,597	-5,597	-100%	$408.5K	—	—	—
Pitcairn Wealth Advisors LLC	N/A	—	5,503	-5,503	-100%	$401.6K	—	—	—
Proficio Capital Partners LLC	N/A	—	5,230	-5,230	-100%	$381.7K	—	—	—
Brevan Howard Capital Management LP	N/A	—	5,166	-5,166	-100%	$377.0K	—	—	—
Omers Administration Corp	N/A	—	5,144	-5,144	-100%	$375.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,138	-5,138	-100%	$375.0K	—	—	—
Legato Capital Management LLC	N/A	—	5,136	-5,136	-100%	$374.9K	—	—	—
HighTower Advisors, LLC	N/A	—	5,092	-5,092	-100%	$371.6K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	5,084	-5,084	-100%	$371.1K	—	—	—
Aquatic Capital Management LLC	N/A	—	4,797	-4,797	-100%	$350.1K	—	—	—
Quadrature Capital Ltd	N/A	—	4,650	-4,650	-100%	$339.4K	—	—	—
Soros Fund Management LLC	N/A	—	4,574	-4,574	-100%	$333.8K	—	—	—
Camelot Portfolios, LLC	N/A	—	4,383	-4,383	-100%	$319.9K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	4,377	-4,377	-100%	$319.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	4,206	-4,206	-100%	$307.0K	—	—	—
Cetera Investment Advisers	N/A	—	4,164	-4,164	-100%	$303.9K	—	—	—
Centiva Capital, LP	N/A	—	4,112	-4,112	-100%	$300.1K	—	—	—
Chilton Investment Co Inc.	N/A	—	3,838	-3,838	-100%	$280.1K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	3,728	-3,728	-100%	$272.1K	—	—	—
Round Rock Advisors LLC	N/A	—	3,724	-3,724	-100%	$271.8K	—	—	—
NewEdge Wealth, LLC	N/A	—	3,706	-3,706	-100%	$270.5K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	3,587	-3,587	-100%	$261.8K	—	—	—
M&T Bank Corp	N/A	—	3,516	-3,516	-100%	$257.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,487	-3,487	-100%	$254.6K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	3,443	-3,443	-100%	$251.3K	—	—	—
Vident Advisory, LLC	N/A	—	3,263	-3,263	-100%	$238.1K	—	—	—
MBB Public Markets I LLC	N/A	—	3,199	-3,199	-100%	$233.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,730	-2,730	-100%	$199.2K	—	—	—
National Bank of Canada	N/A	—	2,411	-2,411	-100%	$175.9K	—	—	—
Lazard Asset Management LLC	N/A	—	2,109	-2,109	-100%	$153.9K	—	—	—
Smithfield Trust Co	N/A	—	1,779	-1,779	-100%	$130.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,666	-1,666	-100%	$121.3K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	1,456	-1,456	-100%	$106.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,220	-1,220	-100%	$89.0K	—	—	—
Arax Advisory Partners	N/A	—	1,133	-1,133	-100%	$82.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	1,010	-1,010	-100%	$73.7K	—	—	—
USA Financial Formulas	N/A	—	774	-774	-100%	$56.5K	—	—	—
Nomura Asset Management Co LTD	N/A	—	674	-674	-100%	$49.2K	—	—	—
Optiver Holding B.V.	N/A	—	557	-557	-100%	$40.7K	—	—	—
Hantz Financial Services, Inc.	N/A	—	551	-551	-100%	$40.0K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	495	-495	-100%	$36.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	454	-454	-100%	$32.9K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	421	-421	-100%	$30.7K	—	—	—
Huntington National Bank	N/A	—	296	-296	-100%	$21.6K	—	—	—
Harbour Investments, Inc.	N/A	—	233	-233	-100%	$17.0K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	196	-196	-100%	$14.3K	—	—	—
Dogwood Wealth Management LLC	N/A	—	166	-166	-100%	$12.1K	—	—	—
CVA Family Office, LLC	N/A	—	136	-136	-100%	$9.9K	—	—	—
Federated Hermes, Inc.	N/A	—	135	-135	-100%	$9.9K	—	—	—
Rothschild Investment LLC	N/A	—	122	-122	-100%	$8.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	100	-100	-100%	$7.3K	—	—	—
Capital Analysts, LLC	N/A	—	92	-92	-100%	$7	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	90	-90	-100%	$6.6K	—	—	—
IMA Advisory Services, Inc.	N/A	—	84	-84	-100%	$6.1K	—	—	—
MidFirst Bank	N/A	—	82	-82	-100%	$6.0K	—	—	—
BFC Planning, Inc.	N/A	—	69	-69	-100%	$5.0K	—	—	—
Quarry LP	N/A	—	59	-59	-100%	$4.3K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	55	-55	-100%	$4.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	48	-48	-100%	$3.4K	—	—	—
Kilter Group LLC	N/A	—	39	-39	-100%	$2.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	39	-39	-100%	$2.8K	—	—	—
Investors Portfolio Services LLC	N/A	—	34	-34	-100%	$2.5K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	24	-24	-100%	$1.8K	—	—	—
JPL Wealth Management, LLC	N/A	—	22	-22	-100%	$1.6K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	19	-19	-100%	$1.4K	—	—	—
Cornerstone Financial Management LLC	N/A	—	14	-14	-100%	$1.0K	—	—	—
Rialto Wealth Management, LLC	N/A	—	14	-14	-100%	$1.0K	—	—	—
HFM Investment Advisors, LLC	N/A	—	12	-12	-100%	$876	—	—	—
LRI Investments, LLC	N/A	—	8	-8	-100%	$584	—	—	—
Ankerstar Wealth, LLC	N/A	—	8	-8	-100%	$584	—	—	—
Raffa Wealth Management, LLC	N/A	—	2	-2	-100%	$146	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$87	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 391 of 391 institutions